Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q1 2025 (March 31)
2,127holders −12
111new positions
99sold out
5famous investors
$258.05avg. 13F price*

At the end of Q1 2025, 2,127 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, down 12 from Q4 2024. 111 opened new positions and 99 sold out. The largest holders were Wells Fargo & Company ($6.2B), Jones Financial Companies LLLP ($4.7B) and Bank of America Corp. ($4.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions111$173.8M
Exits99$211.0M

All 13F filers, Q4 2024 → Q1 2025: 10,871,319 shares bought and 3,191,602 shares sold, net +7,679,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,127 holders

Wells Fargo & Company 1.50% Add +7.0% 23,962,495 $6.2B
Jones Financial Companies LLLP 4.23% Add +5.2% 18,352,893 $4.7B
Bank of America Corp. 0.38% Add +0.4% 16,625,845 $4.3B
Creative Planning 2.00% Add +1.6% 8,212,002 $2.1B
Morgan Stanley 0.15% Add +4.7% 8,031,507 $2.1B
Northwestern Mutual Wealth Management Co. 1.32% Add +7.9% 6,251,149 $1.6B
Raymond James Financial Inc. 0.60% Add +2.0% 6,186,061 $1.6B
UBS Group AG 0.32% Add +1.1% 5,624,033 $1.5B
Ameriprise Financial Inc. 0.24% Reduce -0.1% 3,388,560 $876.3M
Envestnet Asset Management Inc. 0.27% Add +14.5% 3,183,217 $823.2M
LPL Financial LLC 0.30% Reduce -2.1% 2,970,441 $768.2M
Natixis Advisors, LLC 1.16% Add +11.3% 2,427,941 $627.9M
PNC Financial Services Group, Inc. 0.32% Reduce -1.0% 2,352,154 $608.3M
JPMorgan Chase & Co. 0.05% Reduce -0.3% 2,299,184 $594.6M
Tiaa Trust, National Association 1.35% Reduce -3.1% 1,676,486 $433.6M
Mariner, LLC 0.67% Add +10.7% 1,548,750 $400.5M
Royal Bank of Canada 0.09% Reduce -0.1% 1,540,456 $398.4M
CIBC Private Wealth Group LLC 0.77% Add +25.2% 1,597,952 $365.2M
Allworth Financial LP 2.00% Add +2.1% 1,397,885 $355.1M
JMG Financial Group, Ltd. 11.73% Add +3.2% 1,345,236 $347.9M
Commonwealth Equity Services, LLC 0.45% Reduce -3.2% 1,229,064 $317.9M
Border to Coast Pensions Partnership Ltd 6.41% No change 1,210,150 $313.0M
Wealthspire Advisors, LLC 1.73% Add +100.8% 1,119,086 $289.4M
Bank of New York Mellon Corp 0.05% Add +57.8% 1,050,401 $271.7M
HighTower Advisors, LLC 0.31% Add +27.6% 878,631 $227.2M
Kestra Investment Management, LLC 4.36% Add +482.6% 874,598 $226.2M
Financial Counselors Inc. 3.42% Reduce -0.6% 872,371 $225.6M
Nicholas Hoffman & Company, LLC. 8.46% Add +15.3% 860,276 $222.5M
Cetera Investment Advisers 0.40% Add +4.4% 796,005 $205.9M
Cerity Partners LLC 0.42% Add +9.8% 792,549 $205.0M
Goldman Sachs Group Inc. 0.04% Reduce -0.3% 719,998 $186.2M
Mercer Global Advisors Inc. 0.43% Add +9.8% 723,746 $186.1M
Clearstead Advisors, LLC 2.76% Reduce -0.6% 686,349 $177.5M
Osaic Holdings, Inc. 0.39% Add +13.2% 683,040 $176.8M
Bank of Montreal 0.09% Add +8.9% 654,453 $169.3M
Moneta Group Investment Advisors LLC 2.33% Add +16.1% 653,396 $169.0M
Stifel Financial Corp. 0.17% Add +7.5% 617,119 $159.6M
Beacon Pointe Advisors, LLC 1.76% Reduce -4.0% 603,446 $156.1M
Pathstone Holdings, LLC 0.67% Add +4.9% 600,978 $155.4M
Truist Financial Corp. 0.23% Add +4.7% 562,717 $145.5M
First Command Advisory Services, Inc. 1.35% Add +5.5% 545,449 $141.1M
Baird Financial Group, Inc. 0.27% Add +4.0% 533,749 $138.0M
MassMutual Private Wealth & Trust, FSB 3.87% Add +0.1% 516,860 $133.7M
Rockefeller Capital Management L.P. 0.32% Add +4.9% 505,380 $130.7M
1832 Asset Management L.P. 0.21% Add +3.1% 434,790 $112.4M
Fifth Third Bancorp 0.43% Reduce -3.5% 433,459 $112.1M
Choate Investment Advisors 2.66% Reduce -3.2% 414,627 $107.2M
Cullen/Frost Bankers, Inc. 1.49% Add +1.8% 410,358 $106.1M
Millburn Ridgefield LLC 2.53% Reduce -0.2% 404,194 $104.5M
Catalyst Capital Advisors LLC 2.14% Reduce -0.2% 404,194 $104.5M
Joel Isaacson & Co., LLC 4.67% Add +4.4% 398,363 $103.0M
Corient Private Wealth LP 0.17% Add +9.5% 392,382 $101.5M
Invictus Private Wealth, LLC 7.87% Add +3.1% 384,048 $99.3M
FMR LLC 0.01% Add +5.9% 372,168 $96.3M
Cresset Asset Management, LLC 0.48% Reduce -0.3% 369,569 $95.6M
Financial Synergies Wealth Advisors, Inc. 11.42% Add +3.8% 363,016 $93.9M
Chicago Partners Investment Group LLC 3.08% Add +5.3% 355,235 $92.5M
Janney Montgomery Scott LLC 0.26% Reduce -2.7% 356,101 $92.1M
Captrust Financial Advisors 0.23% Reduce -1.0% 389,968 $90.9M
Assetmark, Inc. 0.24% Add +0.6% 343,649 $88.9M
CBIZ Investment Advisory Services, LLC 4.31% Add +2.2% 339,937 $87.9M
Bleakley Financial Group, LLC 2.82% Add +4.8% 339,412 $87.8M
Trustmark Bank Trust Department 6.34% Add +0.7% 331,125 $85.6M
MML Investors Services, LLC 0.28% Reduce -3.8% 324,393 $83.9M
Pine Ridge Advisers LLC 6.92% Add +75.9% 312,532 $80.8M
Equitable Holdings, Inc. 0.75% Add +8.7% 306,408 $79.2M
Larson Financial Group LLC 3.76% Reduce -6.1% 305,786 $79.1M
National Philanthropic Trust 1.23% Reduce -1.6% 293,556 $75.9M
Cambridge Investment Research Advisors, Inc. 0.25% Add +1.8% 287,222 $74.3M
BNP Paribas Financial Markets 0.06% Reduce -61.9% 282,743 $73.1M
NewEdge Advisors, LLC 0.42% Add +3.9% 275,742 $71.3M
Manufacturers Life Insurance Company, The 0.07% Reduce -5.5% 273,554 $70.7M
Kestra Advisory Services, LLC 0.34% Add +1.8% 273,038 $70.6M
Nadler Financial Group, Inc. 7.76% Add +1.8% 271,049 $70.1M
CENTRAL TRUST Co 1.71% Add +0.4% 269,139 $69.6M
Pittenger & Anderson Inc. 2.51% Add +2.3% 264,902 $68.5M
Oppenheimer Asset Management Inc. 0.83% Reduce -1.9% 258,382 $66.8M
Smithfield Trust Co 3.28% Reduce -2.0% 253,224 $65.5M
Axxcess Wealth Management, LLC 1.77% Reduce -1.4% 250,004 $64.7M
Capital Asset Advisory Services LLC 3.08% Reduce -2.2% 231,116 $60.5M
Schneider Downs Wealth Management Advisors, LP 10.82% Add +6.3% 230,998 $59.7M
Private Advisor Group, LLC 0.36% Add +9.9% 229,332 $59.3M
CX Institutional 2.19% Add +13.9% 224,464 $58.1M
Venture Visionary Partners LLC 2.41% Add +12.2% 222,001 $57.4M
Peapack Gladstone Financial Corp. 0.85% Add +0.4% 221,223 $57.2M
PDS Planning, Inc 4.53% Add +2.5% 207,575 $53.7M
SilverOak Wealth Management LLC 11.50% Add +1.5% 205,593 $53.2M
Connecticut Wealth Management, LLC 2.76% New 203,799 $52.7M
Northwest Quadrant Wealth Management, LLC 12.32% Reduce -10.6% 202,908 $52.5M
Citizens Financial Group Inc. 1.01% Add +2.5% 198,254 $51.3M
Wealth Enhancement Advisory Services, LLC 0.10% Add +27.8% 194,666 $50.3M
Comerica Bank 0.21% Reduce -2.4% 193,322 $50.0M
&partners 0.52% Add +11.0% 190,855 $48.9M
Leavell Investment Management, Inc. 2.33% Add +3.6% 182,101 $47.1M
New York Life Investment Management LLC 0.48% Reduce -4.2% 181,456 $46.9M
Fulcrum Capital LLC 10.34% Add +0.1% 180,400 $46.7M
Sanctuary Advisors, LLC 0.32% Add +3.7% 174,974 $45.3M
Bessemer Group Inc. 0.08% Reduce -1.0% 168,679 $43.6M
New Hampshire Trust 9.94% Add +2.1% 167,979 $43.4M
Riverpoint Wealth Management Holdings, LLC 10.80% Add +2.7% 161,637 $41.8M
Associated Banc-Corp 1.26% Add +13.2% 160,187 $41.4M
TCV Trust & Wealth Management, Inc. 3.81% Reduce -0.8% 158,827 $41.1M
Steward Partners Investment Advisory, LLC 0.36% Add +5.0% 158,049 $40.9M
BOK Financial Private Wealth, Inc. 3.01% Add +0.2% 154,896 $40.1M
Merit Financial Group, LLC 0.60% Add +166.7% 153,946 $39.8M
US Bancorp \de 0.05% Add +11.8% 152,745 $39.5M
Coldstream Capital Management Inc. 0.83% Reduce -26.2% 149,906 $38.8M
Cutler Investment Counsel LLC 4.66% Add +9.5% 149,832 $38.7M
Arkansas Financial Group, Inc. 6.67% Reduce -1.8% 160,931 $38.6M
Stephens Inc. 0.56% Reduce -14.0% 148,916 $38.5M
GenTrust, LLC 1.83% Reduce -0.7% 147,269 $38.1M
Bear Mountain Capital, Inc. 14.66% Add +4.2% 148,011 $37.9M
Performa Ltd (US), LLC 12.52% Add +9.4% 145,569 $37.6M
Arax Advisory Partners 2.39% Reduce -12.9% 144,169 $37.3M
NewEdge Wealth, LLC 0.67% Reduce -11.4% 143,994 $37.2M
Regions Financial Corp. 0.28% Add +2.6% 143,566 $37.1M
Focus Partners Wealth 0.09% Add +15.9% 140,695 $36.4M
Stephens Consulting, LLC 9.08% Add +2.3% 139,604 $36.1M
Betterment LLC 0.08% Add +122.0% 137,719 $35.6M
IFC Advisors LLC 7.37% Reduce -1.7% 136,481 $35.3M
Heartwood Wealth Advisors LLC 4.01% Reduce -3.8% 135,711 $35.1M
Wealthquest Corp 2.88% Add +5.5% 133,627 $34.6M
SigFig Wealth Management, LLC 1.23% Add +29.4% 132,459 $34.1M
Ballast, Inc. 9.63% Add +1.3% 131,625 $34.0M
Perkins Coie Trust Co 7.53% Add +2.0% 128,403 $33.2M
AMG National Trust Bank 0.92% Add +21.1% 126,697 $32.8M
BLB&B Advisors, LLC 1.66% Add +6.5% 126,490 $32.7M
Marquette Asset Management, LLC 5.75% Reduce -0.7% 126,093 $32.6M
Fidato Wealth LLC 24.77% Add +1.7% 125,172 $32.4M
Agf Management Ltd. 0.17% Add +1.4% 122,833 $31.8M
Northern Trust Corp. 0.00% Add +10.0% 122,409 $31.7M
Ellevest, Inc. 2.10% Reduce -13.2% 122,069 $31.6M
Ashton Thomas Private Wealth, LLC 1.20% Add +11.5% 121,429 $31.4M
Glenmede Trust Co. NA 0.17% Reduce -0.9% 119,789 $31.0M
Avantax Advisory Services, Inc. 0.19% Add +6.1% 118,582 $30.7M
Lido Advisors, LLC 0.18% Add +10.3% 117,648 $30.4M
SP Asset Management LLC 2.67% Add +4.4% 116,947 $30.2M
HB Wealth Management, LLC 0.25% Add +24.1% 116,646 $30.2M
Conrad Siegel Investment Advisors, Inc. 7.74% Reduce -0.2% 116,629 $30.2M
Pandi, LLC 4.60% No change 115,868 $30.0M
Blair William & Co. 0.09% Add +7.6% 115,276 $29.8M
Blankinship & Foster, LLC 7.43% Reduce -2.4% 113,863 $29.4M
Bouchey Financial Group, Ltd. 2.62% Add +0.4% 112,164 $29.0M
Wesbanco Bank Inc. 1.00% Add +8.3% 111,335 $28.8M
TL Private Wealth 14.24% Add +4.5% 125,717 $28.7M
First Manhattan Co. Llc. 0.08% Add +0.7% 110,126 $28.5M
Enclave Advisors LLC 4.81% Add +2.1% 108,903 $28.2M
Arrow Financial Corp 3.14% Reduce -2.0% 108,765 $28.1M
Integrated Wealth Concepts LLC 0.33% Add +3.9% 108,210 $28.0M
MAI Capital Management 0.21% Reduce -1.1% 105,327 $27.2M
Axiom Financial Strategies, LLC 16.07% Add +12.6% 104,823 $27.1M
Phillips Financial Management, LLC 2.07% Reduce -0.7% 103,601 $26.8M
Cranbrook Wealth Management, LLC 6.12% Add +0.7% 101,901 $26.4M
National Bank of Canada 0.03% Add +974.0% 100,270 $25.9M
ProVise Management Group, LLC 2.17% Add +4.3% 98,951 $25.6M
Whittier Trust Co. 0.35% Reduce -0.0% 97,090 $25.1M
Searcy Financial Services Inc. 10.79% Add +2.0% 96,480 $25.0M
Pathway Financial Advisors LLC 4.46% Add +13.3% 95,723 $24.8M
Great Valley Advisor Group, Inc. 0.53% Add +38.3% 95,672 $24.7M
Principal Financial Group Inc. 0.01% Add +77.3% 95,239 $24.6M
St Germain D J Co. Inc. 1.14% Reduce -1.0% 93,403 $24.2M
Brown Advisory Inc. 0.03% Add +0.2% 93,286 $24.1M
BCK Partners, Inc. 14.97% Add +0.9% 92,785 $24.0M
Pacific Center for Financial Services 6.32% Add +444.7% 92,107 $23.8M
Round Rock Advisors LLC 4.42% Add +9.1% 92,062 $23.8M
American Financial Advisors, LLC 3.41% Reduce -2.1% 90,791 $23.5M
Facet Wealth, Inc. 0.61% Add +3756.0% 89,960 $23.4M
SOL Capital Management CO 2.58% Add +2.4% 90,328 $23.4M
Woodmont Investment Counsel LLC 1.68% Add +1.6% 90,115 $23.3M
Country Trust Bank 0.59% Reduce -5.3% 89,941 $23.3M
Pure Financial Advisors, LLC 0.49% Reduce -4.5% 89,897 $23.2M
OneDigital Investment Advisors LLC 0.27% Reduce -6.1% 88,926 $23.0M
Glenview Trust Co 0.44% Add +0.9% 88,229 $22.8M
Full Sail Capital, LLC 1.48% Add +1.7% 88,155 $22.8M
Whittier Trust Co. of Nevada Inc. 0.57% Reduce -0.2% 87,814 $22.7M
DT Investment Partners, LLC 2.18% Reduce -16.8% 87,423 $22.6M
Cwm, LLC 0.09% Add +224.2% 87,129 $22.5M
Nicolet Advisory Services, LLC 2.23% Reduce -0.8% 93,855 $22.5M
Condor Capital Management 2.07% Reduce -7.3% 86,008 $22.2M
Wolff Financial Management LLC 6.05% Add +0.2% 84,463 $21.8M
Wooster Corthell Wealth Management, Inc. 4.39% Add +0.7% 83,044 $21.5M
McIlrath & Eck, LLC 2.63% Add +4.5% 82,876 $21.4M
Mesirow Financial Investment Management, Inc. 0.41% Add +0.5% 81,677 $21.1M
Simmons Bank 1.59% Reduce -0.8% 81,401 $21.1M
Transamerica Financial Advisors, LLC 2.14% Add +5.8% 81,138 $21.0M
Oak Hill Wealth Advisors, LLC 4.84% Reduce -0.5% 80,666 $20.9M
Founders Financial Securities LLC 1.75% Add +1.2% 81,219 $20.7M
Summit Financial, LLC 0.58% Add +27.2% 79,552 $20.6M
Sagespring Wealth Partners, LLC 0.51% Reduce -30.3% 78,467 $20.3M
Shufro Rose & Co. LLC 1.61% Add +16.9% 78,422 $20.3M
Marietta Wealth Management, LLC 2.97% Add +2.7% 78,106 $20.2M
Horizon Investments, LLC 0.60% Reduce -1.1% 77,753 $20.1M
Retirement Financial Solutions, LLC 7.79% Add +5.0% 77,385 $20.0M
Prudent Investors Network, Inc. 5.67% Reduce -3.1% 77,000 $19.9M
Cadence Bank 1.41% Add +4.9% 76,238 $19.7M
Modera Wealth Management, LLC 0.26% Add +0.3% 75,542 $19.5M
Mitchell McLeod Pugh & Williams Inc. 4.02% Add +9.2% 75,120 $19.4M
GeoWealth Management, LLC 0.78% Reduce -19.1% 74,701 $19.3M
Bokf, NA 0.34% Reduce -5.3% 74,666 $19.3M
Pinnacle Financial Partners Inc 0.39% Add +9.9% 74,573 $19.3M
Trust Co of the South 3.96% Add +1.9% 73,220 $18.9M
Hillman Co. 7.12% Add +50.6% 72,777 $18.8M
Mason & Associates, LLC 5.40% Reduce -1.3% 72,458 $18.7M
Tectonic Advisors LLC 1.16% Add +2.2% 72,043 $18.6M
FIDELIS iM, LLC 8.47% Reduce -1.6% 70,700 $18.3M
Stratos Wealth Advisors, LLC 1.00% Reduce -1.5% 70,488 $18.2M
Montag A & Associates Inc. 0.91% Reduce -14.4% 70,432 $18.2M
Oppenheimer & Co. Inc. 0.27% Add +11.8% 70,184 $18.2M
Zhang Financial LLC 0.96% Add +4.9% 70,141 $18.1M
Wealthspire Retirement, LLC 1.42% Reduce -1.7% 69,088 $17.9M
Burling Wealth Partners, LLC 3.75% Reduce -2.3% 68,948 $17.8M
Grant Street Asset Management, Inc. 4.36% Add +220.8% 68,862 $17.8M
Northeast Investment Management 0.83% Add +2.5% 68,767 $17.8M
Salem Investment Counselors Inc. 0.62% Add +0.1% 68,654 $17.8M
Baltimore-Washington Financial Advisors, Inc. 0.95% Add +0.6% 68,551 $17.7M
Buck Wealth Strategies, LLC 3.22% Add +31.2% 68,548 $17.7M
Praetorian Wealth Management, Inc. 4.31% Add +1.3% 68,414 $17.7M
Advantage Trust Co 10.72% Add +0.3% 68,404 $17.7M
Twele Capital Management, Inc. 3.69% Add +0.1% 67,245 $17.4M
First Horizon Advisors, Inc. 0.49% Add +1.4% 66,621 $17.2M
Grey Fox Wealth Advisors, LLC 4.59% Add +4.9% 66,545 $17.2M
OneAscent Financial Services LLC 1.12% Add +100.2% 66,268 $17.2M
Veracity Capital LLC 6.68% Add +2.2% 65,719 $17.0M
Berkshire Asset Management LLC 0.81% Reduce -6.2% 64,647 $17.0M
Exencial Wealth Advisors, LLC 0.63% Reduce -1.3% 65,507 $16.9M
Crane Advisory, LLC 3.06% Add +8.5% 69,492 $16.9M
Sage Rhino Capital LLC 3.92% Add +3.0% 65,286 $16.9M
Heritage Investors Management Corp. 0.58% Reduce -3.7% 65,163 $16.9M
Ballentine Partners, LLC 0.29% Add +0.1% 65,088 $16.8M
Tarbox Family Office, Inc. 2.76% Add +5.2% 64,283 $16.6M
Riverview Capital Advisers, LLC 5.17% Add +5.3% 63,630 $16.5M
AJ Advisors, LLC 8.30% Add +2.3% 62,684 $16.2M
Marshall Financial Group Inc. 5.08% Add +1.7% 62,464 $16.2M
Atria Wealth Solutions, Inc. 0.19% Reduce -27.3% 61,831 $16.0M
Benjamin Edwards Inc. 0.22% Add +3.6% 61,698 $16.0M
Von Berge Wealth Management Group, LLC 10.28% Reduce -0.1% 62,704 $15.9M
Choreo, LLC 0.24% Reduce -2.4% 59,653 $15.4M
Cornerstone Advisory, LLC 1.80% Add +32.1% 59,417 $15.4M
Intrust Bank NA 1.52% Add +1.2% 59,374 $15.4M
Single Point Partners, LLC 3.60% Add +3.0% 59,259 $15.3M
Optas, LLC 2.66% Add +96.1% 59,128 $15.3M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -11.9% 58,628 $15.2M
Patriot Investment Management Group, Inc. 1.14% Reduce -2.5% 58,513 $15.1M
Parallel Advisors, LLC 0.34% Add +4.2% 58,433 $15.1M
NORTHSTAR ASSET MANAGEMENT Co 3.64% Add +0.3% 58,234 $15.1M
Sierra Capital LLC 1.81% Add +3.6% 58,190 $15.0M
D.A. Davidson & Co. 0.12% Add +3.2% 57,993 $15.0M
Investments & Financial Planning, LLC 9.64% Add +1.6% 57,416 $14.8M
Caprock Group, LLC 0.45% Add +20.8% 57,384 $14.8M
Frisch Financial Group, Inc. 4.10% Reduce -0.5% 56,444 $14.6M
Thrivent Financial for Lutherans 0.03% Reduce -54.4% 52,123 $14.5M
Fidelis Capital Partners, LLC 1.54% Reduce -17.6% 56,950 $14.4M
Iron Horse Wealth Management, LLC 4.59% Add +4.3% 55,289 $14.3M
TD Private Client Wealth LLC 0.39% Add +13.9% 54,842 $14.2M
TrueWealth Financial Partners 8.56% Reduce -8.3% 54,796 $14.2M
Apella Capital, LLC 0.49% Add +11.7% 57,317 $14.1M
Sylvest Advisors, LLC 8.84% Add +5.2% 54,670 $14.1M
Avidian Wealth Enterprises, LLC 0.63% Reduce -1.6% 54,638 $14.1M
DORVAL Corp 5.66% Add +0.4% 51,998 $14.1M
Waverly Advisors, LLC 0.17% Add +27.9% 54,186 $14.0M
Towerpoint Wealth, LLC 6.89% Add +16.7% 53,781 $13.9M
Schroder Investment Management Group 0.01% New 52,877 $13.7M
Roof Eidam Maycock Peralta, LLC 3.62% Reduce -2.6% 52,683 $13.6M
M Holdings Securities, Inc. 2.26% Add +6.4% 52,613 $13.6M
Cordgrass Capital Advisors, LLC 3.89% Add +3.3% 52,565 $13.6M
James Reed Financial Services, Inc. 15.03% Reduce -1.4% 52,148 $13.5M
Fee-Only Financial Planning, L.C. 9.11% Reduce -1.6% 51,601 $13.3M
EnRich Financial Partners LLC 4.44% Add +12.9% 51,102 $13.2M
EP Wealth Advisors, LLC 0.11% Add +74.8% 51,092 $13.2M
Next Level Wealth Planning, LLC 9.98% Add +6.9% 50,953 $13.2M
Jackson, Grant Investment Advisers, Inc. 5.09% Reduce -1.4% 50,793 $13.1M
Core Wealth Advisors, Inc. 4.17% Reduce -0.2% 50,668 $13.1M
US Financial Advisors, LLC 3.87% Reduce -2.0% 50,649 $13.1M
Nations Financial Group Inc, /Ia/ 0.99% Reduce -10.8% 50,321 $13.0M
Townsquare Capital LLC 0.14% Add +40.5% 50,180 $13.0M
Ruggaard & Associates LLC 5.67% Reduce -1.3% 50,052 $12.9M
Pinnacle Associates Ltd. 0.19% Add +7.7% 49,747 $12.9M
Caliber Wealth Management, LLC / KS 1.75% — 49,563 $12.8M
Asset Management Group, Inc. 2.33% Add +7.0% 48,813 $12.6M
Vanguard Group Inc. 0.00% Add +2.3% 48,727 $12.6M
Cook Wealth, LLC 6.08% Reduce -0.6% 48,801 $12.5M
Staley Capital Advisers Inc. 0.57% Reduce -21.3% 48,358 $12.5M
Centerline Wealth Advisors, LLC 7.44% Reduce -1.6% 48,226 $12.5M
Bridges Investment Management Inc. 0.18% Add +3.5% 48,138 $12.4M
Concurrent Investment Advisors, LLC 0.30% Add +12.3% 47,922 $12.4M
Wedmont Private Capital 0.63% Reduce -9.8% 50,702 $12.4M
jvl associates llc 4.97% Add +0.3% 47,644 $12.3M
Connable Office Inc. 1.31% Add +8.0% 47,621 $12.3M
Whelan Financial 4.77% Reduce -1.1% 47,439 $12.3M
First National Corp. /Ma/ 2.71% Add +1.5% 47,399 $12.3M
Capital Planning LLC 3.42% Reduce -3.1% 47,295 $12.2M
Brand Asset Management Group, Inc. 5.08% Reduce -1.7% 47,063 $12.2M
World Investment Advisors 0.32% Reduce -55.1% 47,046 $12.2M
Manchester Capital Management LLC 1.49% Reduce -0.0% 46,984 $12.2M
Roundview Capital LLC 0.88% Add +0.2% 46,896 $12.1M
Sepio Capital, LP 0.96% Reduce -13.2% 46,833 $12.1M
Custos Family Office, LLC 4.28% Reduce -0.3% 46,688 $12.1M
New Insight Wealth Advisors 5.48% Add +15.9% 46,631 $12.1M
James J. Burns & Company, LLC 2.15% Add +6.0% 46,477 $12.0M
TriaGen Wealth Management LLC 4.23% Reduce -1.0% 46,337 $12.0M
Wealthcare Advisory Partners LLC 0.32% Add +12.6% 46,072 $11.9M
Principal Securities, Inc. 0.27% Add +2.3% 45,072 $11.9M
Scott Capital Advisors, LLC 3.55% Reduce -5.6% 45,989 $11.9M
Commerce Bank 0.08% Add +17.3% 45,980 $11.9M
Forvis Mazars Wealth Advisors, LLC 0.29% Add +35.0% 45,979 $11.9M
Gemmer Asset Management LLC 1.18% Reduce -0.3% 45,797 $11.8M
Sandy Cove Advisors, LLC 4.75% Add +1.0% 45,723 $11.8M
Fortitude Family Office, LLC 4.23% Add +22.1% 45,698 $11.8M
Franklin Resources Inc. 0.00% Add +7.1% 45,664 $11.8M
GWN Securities Inc. 0.66% Add +3216.5% 43,811 $11.8M
Carnegie Investment Counsel 0.28% Reduce -2.5% 50,416 $11.7M
Alliancebernstein L.P. 0.00% Reduce -4.0% 45,075 $11.7M
First National Bank Sioux Falls 4.69% Add +12.8% 44,791 $11.6M
LBMC Investment Advisors, LLC 0.90% Reduce -0.2% 44,433 $11.5M
Citigroup Inc. 0.01% Reduce -5.9% 44,119 $11.4M
Black Diamond Financial, LLC 1.71% Reduce -0.1% 44,011 $11.4M
Graypoint LLC 0.70% Reduce -5.9% 43,494 $11.2M
Sebold Capital Management, Inc. 7.36% Add +8.2% 43,273 $11.2M
Ironsides Asset Advisors, LLC 3.28% Reduce -0.0% 43,226 $11.2M
NorthCoast Asset Management LLC 0.06% Add +7.2% 43,195 $11.2M
KMG Fiduciary Partners, LLC 0.93% Add +3.2% 43,199 $11.2M
Belpointe Asset Management LLC 0.57% Add +658.6% 42,650 $11.0M
CRA Financial Services, LLC 1.88% Add +5.6% 42,493 $11.0M
Goldstone Financial Group, LLC 1.66% Add +10.6% 42,490 $11.0M
VSM Wealth Advisory, LLC 3.94% Reduce -4.4% 42,405 $11.0M
Ancora Advisors LLC 0.24% Add +1.1% 42,218 $10.9M
Hall Capital Management Co. Inc. 5.03% Add +8.3% 41,963 $10.9M
ForthRight Wealth Management, LLC 3.60% Add +3.9% 41,552 $10.7M
Aries Wealth Management 2.92% Add +0.3% 41,511 $10.7M
Bank of New Hampshire 2.81% Reduce -1.1% 41,510 $10.7M
Avion Wealth 2.75% No change 40,638 $10.7M
Freedom Financial Partners LLC 4.96% Add +7.5% 41,177 $10.6M
Drive Wealth Management, LLC 2.50% Add +2.8% 41,158 $10.6M
Arkos Global Advisors 1.56% Reduce -2.4% 41,063 $10.6M
Smith & Howard Wealth Management, LLC 2.90% Add +17.1% 40,976 $10.6M
Lowe Brockenbrough & Co. Inc. 0.69% Reduce -1.2% 40,794 $10.6M
Kestra Private Wealth Services, LLC 0.18% Add +16.7% 40,672 $10.5M
JDM Financial Group LLC 5.25% Add +2.7% 40,025 $10.4M
Noble Family Wealth, LLC 2.85% Reduce -1.8% 39,984 $10.3M
Meridian Management Co. 3.18% Reduce -13.6% 39,739 $10.3M
Fort Point Capital Partners LLC 1.15% Reduce -6.3% 39,711 $10.3M
F/m Investments LLC 0.41% Add +3.8% 39,682 $10.2M
Gratus Wealth Advisors, LLC 1.67% Reduce -3.0% 39,301 $10.2M
Avior Wealth Management, LLC 0.38% Add +1.4% 41,090 $10.1M
Private Advisory Group LLC 1.15% Add +4.7% 38,886 $10.1M
Stratos Wealth Partners, LTD. 0.15% Reduce -1.5% 38,653 $10.0M
Rossmore Private Capital 1.23% Reduce -2.5% 38,539 $10.0M
Fortis Capital Advisors, LLC 2.01% Add +2961.3% 38,358 $9.9M
David Kennon Inc 3.91% Reduce -1.9% 37,940 $9.8M
Cozad Asset Management Inc. 0.98% Add +1.5% 37,899 $9.8M
Canandaigua National Bank & Trust Co. 0.98% Reduce -0.8% 37,870 $9.8M
B. Riley Wealth Advisors, Inc. 0.30% Add +10.9% 37,813 $9.8M
Red Wave Investments LLC 3.49% Reduce -9.1% 37,586 $9.7M
Randall & Associates Wealth Management 8.00% Reduce -2.9% 37,522 $9.7M
Litman Gregory Wealth Management LLC 0.83% Add +1117.4% 37,507 $9.7M
Aspire Capital Advisors LLC 2.87% Reduce -5.9% 37,153 $9.6M
Wheelhouse Advisory Group LLC 5.48% Add +5.5% 37,084 $9.6M
Texas Yale Capital Corp. 0.39% Add +7.8% 37,048 $9.6M
Addis & Hill, Inc 6.67% Add +4.7% 36,920 $9.5M
BTG Pactual Asset Management US LLC 1.24% Add +0.8% 36,918 $9.5M
Horizons Wealth Management 7.18% Add +2.7% 36,759 $9.5M
Savant Capital, LLC 0.08% Reduce -5.6% 36,752 $9.5M
Meridian Wealth Advisors, LLC 1.61% Add +7.4% 36,692 $9.5M
Gibraltar Capital Management, Inc. 2.04% New 36,504 $9.4M
Consilio Wealth Advisors, LLC 3.92% Reduce -28.4% 36,280 $9.4M
Sage Financial Group Inc. 0.76% Add +3.2% 36,192 $9.4M
Rooted Wealth Advisors, Inc. 4.01% Reduce -3.4% 39,779 $9.3M
Sfm, LLC 6.85% Reduce -4.0% 36,025 $9.3M
Bailard, Inc. 0.24% Add +2.1% 35,912 $9.3M
Advyzon Investment Management, LLC 3.28% Reduce -16.8% 35,852 $9.3M
Parr McKnight Wealth Management Group, LLC 1.33% Reduce -3.1% 35,816 $9.3M
Anderson Hoagland & Co. 1.10% Reduce -1.9% 40,468 $9.2M
Grove Bank & Trust 1.23% Add +10.4% 35,504 $9.2M
Zuckerman Investment Group, LLC 0.99% Add +2.0% 35,481 $9.2M
Financial Futures Ltd Liability Co. 5.20% Add +3.3% 35,408 $9.2M
Elevation Wealth Partners, LLC 3.95% Add +2.3% 35,365 $9.1M
Beacon Financial Strategies CORP 6.12% Reduce -2.6% 35,099 $9.1M
Daymark Wealth Partners, LLC 0.39% Reduce -34.4% 34,946 $9.0M
CoreCap Advisors, LLC 0.40% Add +7.7% 34,946 $9.0M
Drucker Wealth 3.0, LLC 1.99% Add +43.0% 34,920 $9.0M
First Bancorp, Inc 5.86% Add +2.1% 34,893 $9.0M
McClarren Financial Advisors, Inc. 5.92% New 32,469 $8.9M
Prosperitas Financial LLC 4.60% Add +3.5% 34,408 $8.9M
William Mack & Associates, Inc. 7.60% Add +65.7% 34,342 $8.9M
Fiducient Advisors LLC 1.11% Reduce -62.1% 34,313 $8.9M
Ethos Financial Group, LLC 0.85% Add +2.7% 34,087 $8.8M
Sagace Wealth Management LLC 6.66% Add +0.4% 34,046 $8.8M
Milestone Investment Advisors LLC 2.44% Add +830.6% 34,012 $8.8M
TD Capital Management LLC 0.88% Reduce -0.1% 33,743 $8.7M
Diversify Wealth Management, LLC 0.65% Add +2.0% 33,896 $8.7M
Manning & Napier Advisors LLC 0.11% Reduce -1.6% 33,223 $8.6M
Valmark Advisers, Inc. 0.13% Reduce -0.5% 33,209 $8.6M
Prime Capital Investment Advisors, LLC 0.10% Add +2.3% 33,053 $8.5M
4Thought Financial Group Inc. 5.26% Reduce -0.5% 32,939 $8.5M
Houlihan Financial Resource Group, Ltd. 3.82% Reduce -1.6% 32,913 $8.5M
Legend Financial Advisors, Inc. 6.25% Reduce -36.2% 32,894 $8.5M
GFS Advisors, LLC 1.70% Add +71.3% 32,785 $8.5M
Financial Management Professionals, Inc. 1.08% Add +6.0% 32,776 $8.5M
Evermay Wealth Management LLC 1.11% Add +1.8% 32,583 $8.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.94% Reduce -2.2% 32,347 $8.4M
Strategic Equity Management 3.51% Add +777.2% 32,290 $8.4M
Keybank National Association 0.03% Reduce -0.2% 32,070 $8.3M
Kingsview Wealth Management, LLC 0.16% Reduce -5.5% 31,981 $8.3M
Headinvest, LLC 1.60% Add +2.0% 31,907 $8.3M
Kathleen S. Wright Associates Inc. 3.40% Add +0.1% 31,799 $8.2M
Acropolis Investment Management, LLC 0.49% Reduce -0.6% 31,682 $8.2M
Prospera Financial Services Inc 0.19% Reduce -9.9% 31,613 $8.2M
Greenbush Financial Group, LLC 4.06% Add +8.3% 31,571 $8.2M
O'Connor Financial Group LLC 4.24% Reduce -0.7% 31,552 $8.2M
Uptown Financial Advisors LLC 8.43% Add +7.2% 31,551 $8.2M
Principle Wealth Partners LLC 0.58% Reduce -1.2% 31,541 $8.2M
Capital Investment Advisory Services, LLC 0.73% Add +6.2% 31,401 $8.1M
Harbor Advisory Corp. 2.72% Add +4.8% 31,319 $8.1M
FLC Capital Advisors 1.81% Add +2.8% 31,271 $8.1M
Crestwood Advisors Group, LLC 0.15% Add +6.4% 31,259 $8.1M
MorganRosel Wealth Management, LLC 2.43% Add +9.1% 30,994 $8.0M
Gill Capital Partners, LLC 2.77% Add +6.9% 30,885 $8.0M
United Bank 1.02% Add +23.3% 30,874 $8.0M
M&T Bank Corp 0.03% Add +3.6% 30,777 $8.0M
Whitegate Investment Counselors, Inc. 2.82% Reduce -6.6% 30,774 $8.0M
Caldwell Trust Co 0.85% Add +2.8% 30,721 $7.9M
JNBA Financial Advisors 0.82% Add +12.9% 30,663 $7.9M
Moneywise, Inc. 4.17% Add +220.7% 30,451 $7.9M
Nikulski Financial, Inc. 2.37% Add +2.2% 30,338 $7.8M
Dakota Wealth Management 0.18% Reduce -1.2% 30,173 $7.8M
Cary Street Partners Financial LLC 0.24% Add +1.4% 29,972 $7.8M
McNaughton Wealth Management, LLC 3.76% Reduce -35.4% 29,917 $7.7M
Advisory Services Network, LLC 0.15% Add +10.4% 29,887 $7.7M
Horizon Family Wealth, Inc. 5.15% Add +14.5% 29,873 $7.7M
Warner Financial, Inc. 3.41% Reduce -0.8% 29,825 $7.7M
J.W. Cole Advisors, Inc. 0.24% Reduce -20.8% 29,549 $7.6M
Williams Financial, LLC 5.34% New 29,526 $7.6M
Family Investment Center, Inc. 1.86% Reduce -2.8% 29,406 $7.6M
Johnson Bixby & Associates, LLC 1.13% Reduce -50.9% 29,254 $7.6M
CPA Asset Management Group, LLC 3.31% Reduce -0.8% 29,069 $7.5M
Sowell Financial Services LLC 0.34% Add +23.2% 28,955 $7.5M
1900 Wealth Management LLC 0.62% Add +0.1% 28,894 $7.5M
Quest Investment Management LLC 0.92% Add +3.5% 28,801 $7.4M
Private Wealth Asset Management, LLC 1.07% — 28,800 $7.4M
Chesley Taft & Associates LLC 0.36% Add +1.0% 28,748 $7.4M
Verus Financial Partners, Inc. 0.85% Reduce -1.9% 30,177 $7.4M
Visionary Wealth Advisors 0.45% Reduce -1.4% 28,720 $7.4M
Texas Capital Bank Wealth Management Services Inc 0.74% Reduce -5.9% 28,308 $7.3M
Beirne Wealth Consulting Services, LLC 2.60% Add +0.5% 28,243 $7.3M
Bradley Foster & Sargent Inc. 0.12% Reduce -9.6% 28,185 $7.3M
Elwood & Goetz Wealth Advisory Group, LLC 1.77% Add +1.9% 28,060 $7.3M
Waller Financial Planning Group, Inc. 2.03% Reduce -13.2% 27,983 $7.2M
XML Financial, LLC 0.68% Reduce -4.3% 27,960 $7.2M
Holos Integrated Wealth LLC 4.71% Add +0.0% 27,774 $7.2M
Howe & Rusling Inc. 0.60% Reduce -6.9% 27,757 $7.2M
Bull Oak Capital, LLC 3.91% Add +3.9% 27,719 $7.2M
TruWealth Advisors, LLC 0.43% Reduce -1.3% 27,614 $7.1M
D.B. Root & Company, LLC 2.30% Add +41.3% 27,515 $7.1M
RKL Wealth Management LLC 0.67% Reduce -2.0% 27,475 $7.1M
Amara Financial, Llc. 6.56% Add +1.9% 27,464 $7.1M
Beam Wealth Advisors, Inc. 2.39% Add +1.2% 27,433 $7.1M
Field & Main Bank 2.50% New 27,391 $7.1M
Compound Planning, Inc. 0.32% Add +12.1% 27,258 $7.0M
Forum Private Client Group LLC 3.06% Add +5.7% 27,223 $7.0M
Titleist Asset Management, LLC 0.82% Add +38.4% 27,212 $7.0M
Creekside Partners 3.68% Add +1.4% 27,159 $7.0M
Johnson Investment Counsel Inc. 0.07% Add +12.3% 27,019 $7.0M
Integrated Advisors Network LLC 0.35% Reduce -1.8% 26,897 $7.0M
Mgo One Seven LLC 0.27% Reduce -0.9% 26,729 $6.9M
Curi Capital, LLC 0.17% Reduce -24.7% 26,599 $6.9M
Fiduciary Advisors, Inc. 6.79% Add +1.4% 26,589 $6.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -2.1% 26,558 $6.9M
WASHINGTON TRUST Co 0.26% Reduce -0.7% 26,556 $6.9M
Cahill Financial Advisors Inc. 0.93% Add +4.1% 26,528 $6.9M
Fonville Wealth Management LLC 2.01% Add +2.8% 26,506 $6.8M
Sawgrass Asset Management LLC 0.83% Reduce -0.9% 26,208 $6.8M
Keyvantage Wealth, LLC 3.28% Add +1509.9% 26,064 $6.7M
Synovus Financial Corp. 0.09% Add +6.3% 25,764 $6.7M
Bristlecone Advisors, LLC 0.54% Reduce -1.3% 25,716 $6.7M
Brighton Jones LLC 0.21% Reduce -1.2% 25,709 $6.6M
Parsons Capital Management Inc. 0.36% Add +0.5% 25,679 $6.6M
May Hill Capital, LLC 2.49% Reduce -1.1% 25,552 $6.6M
Blackston Financial Advisory Group, LLC 4.48% Reduce -5.1% 25,518 $6.6M
Northcape Wealth Management, LLC 2.13% Add +1.2% 25,498 $6.6M
KFA Private Wealth Group, LLC 2.26% Add +6.4% 25,012 $6.5M
Granby Capital Management, LLC 3.48% New 25,000 $6.5M
Steph & Co. 2.30% Add +3.0% 24,746 $6.4M
Gilman Hill Asset Management, LLC 1.11% Add +7.5% 24,702 $6.4M
O'shaughnessy Asset Management, LLC 0.05% Add +23.5% 24,683 $6.4M
First Merchants Corp. 0.25% Add +0.8% 24,674 $6.4M
Harbour Investments, Inc. 0.18% Add +6.7% 24,672 $6.4M
Lokken Investment Group LLC 2.68% Add +7.6% 24,544 $6.3M
Fiduciary Wealth Partners, LLC 5.47% — 24,471 $6.3M
Essex Financial Services, Inc. 0.46% Reduce -0.6% 24,440 $6.3M
Cascade Financial Partners, LLC 0.79% Add +2.0% 24,320 $6.3M
Wealthedge Investment Advisors, LLC 2.84% Reduce -12.6% 24,299 $6.3M
Gladstone Institutional Advisory LLC 0.29% Reduce -0.5% 24,109 $6.2M
Bernardo Wealth Planning LLC 1.48% Add +1.4% 23,909 $6.2M
Trinity Financial Advisors LLC 2.23% Add +9.9% 24,794 $6.2M
Sigma Planning Corp 0.20% Add +4.3% 23,840 $6.2M
Capital Advantage, Inc. 1.12% No change 23,191 $6.1M
Kagan Cocozza Asset Management 5.00% Add +8.3% 23,663 $6.1M
Tsfg, LLC 1.25% Reduce -13.2% 23,585 $6.1M
Culbertson A N & Co. Inc. 0.97% Reduce -1.2% 23,532 $6.1M
One Capital Management, LLC 0.20% Add +4.4% 23,428 $6.1M
Farrell Financial LLC 4.41% Reduce -2.4% 23,417 $6.1M
Councilor Wealth, LLC 3.01% Add +5.6% 23,361 $6.0M
Cypress Wealth Services, LLC 1.22% Reduce -0.9% 23,251 $6.0M
Ausdal Financial Partners, Inc. 0.45% Add +0.8% 23,232 $6.0M
Strategic Investment Advisors / MI 0.64% Add +10.4% 23,179 $6.0M
Walkner Condon Financial Advisors LLC 1.20% Reduce -4.6% 22,986 $5.9M
First PREMIER Bank 1.50% Add +0.9% 22,909 $5.9M
Arkadios Wealth Advisors 0.22% Add +80.9% 22,816 $5.9M
United Capital Financial Advisors, LLC 0.05% Reduce -0.7% 22,566 $5.8M
MBL Wealth, LLC 0.58% Reduce -0.1% 22,262 $5.8M
Envision Financial LLC 4.32% Reduce -5.9% 22,170 $5.7M
DAVENPORT & Co LLC 0.03% Add +4.4% 22,066 $5.7M
Nwam LLC 0.49% Reduce -16.1% 22,051 $5.7M
Continuum Advisory, LLC 0.73% Add +6.0% 21,941 $5.7M
Ameraudi Asset Management, Inc. 3.22% Reduce -14.4% 21,775 $5.6M
Ameritas Advisory Services, LLC 0.23% Reduce -12.5% 21,514 $5.6M
Wescott Financial Advisory Group, LLC 0.58% Reduce -8.9% 21,609 $5.6M
Rialto Wealth Management, LLC 1.75% Reduce -1.0% 21,603 $5.6M
Capital Insight Partners, LLC 0.97% Reduce -1.6% 21,525 $5.6M
Mystic Asset Management, Inc. 1.46% Reduce -1.9% 21,425 $5.5M
Destiny Wealth Partners, LLC 0.88% Add +4.1% 21,348 $5.5M
Patriot Financial Group Insurance Agency, LLC 0.74% Add +15.7% 21,221 $5.5M
Latko Wealth Management, Ltd. 3.53% Reduce -3.8% 21,056 $5.4M
Fischer Investment Strategies, LLC 3.99% Reduce -33.3% 20,965 $5.4M
Centurion Wealth Management LLC 1.69% No change 20,506 $5.4M
Perigon Wealth Management, LLC 0.14% Add +2.6% 20,790 $5.4M
Clayton Financial Group LLC 1.97% Add +0.6% 20,748 $5.4M
Benchmark Wealth Management, LLC 2.58% Reduce -3.8% 20,646 $5.3M
Retirement Planning Group, LLC 0.25% Reduce -3.7% 20,483 $5.3M
Factor Wealth Management LTD 1.62% Add +2.0% 20,416 $5.3M
StoneX Group Inc. 0.29% Add +6.3% 20,294 $5.2M
Calamos Wealth Management LLC 0.26% Add +1.0% 20,199 $5.2M
Dynamic Advisor Solutions LLC 0.17% New 20,158 $5.2M
Robinswood Financial LLC 1.92% Reduce -3.0% 20,120 $5.2M
SCS Capital Management LLC 0.07% New 20,100 $5.2M
Rwa Wealth Partners, LLC 0.07% Add +22.7% 20,081 $5.2M
Kendall Capital Management 1.52% No change 20,042 $5.2M
Spinnaker Trust 0.34% Reduce -3.0% 20,011 $5.2M
Bartlett & Co. Wealth Management LLC 0.08% Reduce -0.6% 19,926 $5.2M
McAdam, LLC 0.32% Reduce -61.0% 19,923 $5.2M
PAX Financial Group, LLC 0.91% Reduce -10.2% 19,876 $5.1M
S.A. Mason LLC 2.70% Add +8.1% 19,776 $5.1M
Sage Mountain Advisors LLC 0.38% No change 19,740 $5.1M
RFG Advisory, LLC 0.14% Reduce -0.5% 19,622 $5.1M
Roger Wittlin Investment Advisory, LLC 2.95% Reduce -1.4% 19,467 $5.0M
FinDec Wealth Services, Inc. 4.96% Add +25.0% 19,414 $5.0M
Spectrum Investment Advisors, Inc. 3.24% Add +3.9% 19,399 $5.0M
AlphaCore Capital LLC 0.43% New 19,352 $5.0M
Marquette Associates, Inc. 4.99% Add +0.3% 19,288 $5.0M
Argent Trust Co 0.20% Add +13.8% 19,167 $5.0M
Algorithmic Investment Models, LLC 3.63% Reduce -8.0% 19,069 $4.9M
BBR Partners, LLC 0.35% Add +0.1% 18,980 $4.9M
King Wealth Management Group 0.74% No change 18,977 $4.9M
Legacy Edge Advisors, LLC 0.76% Reduce -1.0% 18,782 $4.9M
SouthState Bank Corp 0.22% Add +4.5% 18,652 $4.8M
Gleason Group, Inc. 0.87% Add +0.3% 18,547 $4.8M
Lindbrook Capital, LLC 0.44% Reduce -2.7% 18,378 $4.8M
First United Bank & Trust 1.77% Add +5.8% 18,321 $4.7M
Accelerate Investment Advisors LLC 3.96% Add +1.4% 18,307 $4.7M
Stratos Investment Management, LLC 0.25% Reduce -6.4% 18,181 $4.7M
Modern Wealth Management, LLC 0.15% Add +17.7% 18,888 $4.7M
Mutual Advisors, LLC 0.13% Reduce -2.1% 18,458 $4.7M
Mather Group, Llc. 0.05% Add +3.6% 18,059 $4.7M
Benchmark Financial Wealth Advisors, LLC 1.76% Reduce -32.9% 18,052 $4.7M
Geneos Wealth Management Inc. 0.16% Add +51.3% 17,988 $4.7M
Narus Financial Partners, LLC 1.57% Add +1.0% 17,893 $4.6M
First Financial Corp. 2.23% Add +25.0% 17,801 $4.6M
Colorado Capital Management, Inc. 2.14% Add +7.9% 17,787 $4.6M
AdvisorNet Financial, Inc 0.34% Add +12.5% 17,730 $4.6M
Keystone Financial Group 0.46% Reduce -0.7% 17,578 $4.5M
Family Legacy, Inc. 1.56% Reduce -5.9% 17,528 $4.5M
White Lighthouse Investment Management Inc. 0.81% Add +3.4% 17,493 $4.5M
Vista Cima Wealth Management LLC 4.87% Add +29.4% 17,484 $4.5M
Meridian Financial Advisors, LLC 3.16% Reduce -1.0% 17,422 $4.5M
Valeo Financial Advisors, LLC 0.13% Add +20.2% 17,337 $4.5M
BKM Wealth Management, LLC 1.84% Reduce -2.6% 17,323 $4.5M
Founders Grove Wealth Partners, LLC 1.25% Add +9.0% 17,309 $4.5M
Bearing Point Capital, LLC 0.95% Add +11.3% 17,245 $4.5M
Uptick Partners, LLC 1.51% Add +4.4% 17,212 $4.5M
WP Advisors, LLC 1.48% Add +1.8% 17,141 $4.4M
Shorepoint Capital Partners LLC 1.00% Reduce -1.6% 17,125 $4.4M
Capital Management Associates, Inc 1.00% Add +46.3% 17,071 $4.4M
Orin Green Financial, LLC 2.08% New 18,389 $4.4M
HUB Investment Partners, LLC 0.18% Add +1310.6% 16,969 $4.4M
Arete Wealth Advisors, LLC 0.33% Add +6.5% 16,919 $4.4M
Marathon Strategic Advisors, LLC 4.70% Reduce -1.4% 16,909 $4.4M
Berkeley Capital Partners, LLC 1.20% Add +0.5% 16,897 $4.4M
Grandview Asset Management LLC 1.66% Add +5.3% 16,879 $4.4M
RW Investment Management LLC 0.53% Add +5.3% 16,775 $4.3M
Alpine Bank Wealth Management 0.69% — 16,710 $4.3M
Smith, Moore & Co. 0.40% Reduce -0.3% 16,666 $4.3M
Moneco Advisors, LLC 0.44% Reduce -32.6% 16,591 $4.3M
Marcum Wealth, LLC 0.37% Add +0.5% 16,544 $4.3M
Veridan Wealth LLC 1.93% Add +5.6% 16,537 $4.3M
Boston Trust Walden Corp 0.03% Reduce -0.1% 16,465 $4.3M
Rockingstone Advisors LLC 1.91% Add +1.0% 16,439 $4.3M
City Holding Co. 0.60% Reduce -0.5% 16,418 $4.2M
Silverleafe Capital Partners, LLC 1.45% Add +3.0% 16,364 $4.2M
Philadelphia Trust Co. 0.36% No change 16,355 $4.2M
Operose Advisors LLC 1.40% Add +102.5% 16,324 $4.2M
Pinnacle Financial Group, LLC / IL 1.53% Add +16.9% 16,300 $4.2M
Cornerstone Management, Inc. 0.79% Add +10.3% 16,268 $4.2M
Acorn Financial Advisory Services Inc. 0.76% Reduce -7.0% 16,254 $4.2M
Innovative Wealth Building LLC 3.87% Add +0.4% 16,224 $4.2M
Guardian Wealth Advisors, LLC / NC 0.33% Add +6.6% 16,173 $4.2M
Newman Dignan & Sheerar, Inc. 1.14% Add +22.6% 16,086 $4.2M
Wilson & Boucher Capital Management, LLC 3.10% Add +1.1% 16,081 $4.2M
Legacy Financial Group LLC 0.64% Add +4.3% 16,053 $4.2M
Snowden Capital Advisors LLC 0.13% Add +8.4% 16,010 $4.1M
RTD Financial Advisors, Inc. 0.56% New 15,992 $4.1M
Brookstone Capital Management 0.06% Add +29.0% 15,954 $4.1M
Cascades Capital Asset Management, LLC 2.27% Reduce -2.4% 15,935 $4.1M
Pinnacle Wealth Management Advisory Group, LLC 0.38% Add +31.6% 15,874 $4.1M
Northwest Capital Management Inc 1.68% Add +35013.3% 15,801 $4.1M
Country Club Bank 0.27% Add +6.0% 15,867 $4.1M
Five Pine Wealth Management 3.32% Add +11.2% 15,748 $4.1M
Gainplan LLC 2.65% Reduce -2.4% 15,731 $4.1M
AE Wealth Management LLC 0.03% Add +10.2% 15,720 $4.1M
TPG Financial Advisors, LLC 1.79% Add +44.4% 15,625 $4.0M
Mokosak Advisory Group, LLC 1.24% Add +0.8% 15,543 $4.0M
Composition Wealth, LLC 0.08% Add +2.7% 15,502 $4.0M
Motley Fool Wealth Management, LLC 0.24% Reduce -15.6% 15,490 $4.0M
MY Wealth Management Inc. 3.83% Reduce -1.4% 15,316 $4.0M
Fortis Group Advisors, LLC 0.77% Reduce -5.3% 15,309 $4.0M
Hofer & Associates. Inc 2.66% Add +4.3% 15,156 $3.9M
Vickerman Investment Advisors, Inc. 0.89% Add +12.2% 15,143 $3.9M
Gradient Capital Advisors, LLC 1.28% Reduce -0.5% 15,109 $3.9M
Verdence Capital Advisors LLC 0.30% Add +7.4% 15,086 $3.9M
Salomon & Ludwin, LLC 0.41% Reduce -2.4% 15,013 $3.9M
VestGen Advisors, LLC 0.18% — 15,003 $3.9M
Baron Silver Stevens Financial Advisors, LLC 0.68% Add +8.8% 15,000 $3.9M
Wilmington Savings Fund Society, FSB 0.07% Add +0.3% 14,929 $3.9M
Ascent Group, LLC 0.17% Add +703.8% 14,903 $3.9M
Fjell Capital, LLC 3.91% Add +4.2% 14,895 $3.9M
Ellenbecker Investment Group 0.69% Reduce -2.7% 14,840 $3.8M
Alesco Advisors, LLC, An ESL Co 0.12% Add +0.1% 14,779 $3.8M
Fifth Third Securities, Inc. 0.32% Add +0.3% 14,724 $3.8M
Retirement Income Solutions, Inc. 0.80% Reduce -16.7% 14,720 $3.8M
Apollon Wealth Management, LLC 0.08% Add +20.6% 14,686 $3.8M
Fort Washington Investment Advisors Inc. 0.02% Reduce -9.7% 14,668 $3.8M
Federation des caisses Desjardins du Quebec 0.02% Reduce -41.5% 14,628 $3.8M
Regal Investment Advisors LLC 0.30% Reduce -23.2% 14,543 $3.8M
Aptus Capital Advisors, LLC 0.04% Add +8.2% 14,542 $3.8M
Quantinno Capital Management LP 0.02% Add +50.1% 14,495 $3.7M
BCGM Wealth Management, LLC 1.15% Reduce -5.7% 14,474 $3.7M
Scotia Capital Inc. 0.02% Reduce -25.6% 14,469 $3.7M
Advisors Capital Management, LLC 0.06% Reduce -30.3% 14,398 $3.7M
Evercore Wealth Management, LLC 0.06% Reduce -2.5% 14,356 $3.7M
John W. Brooker & Co., CPAs 1.53% Reduce -1.2% 14,342 $3.7M
Conservest Capital Advisors, Inc. 0.39% Reduce -0.8% 14,329 $3.7M
CW Advisors, LLC 0.04% Add +116.9% 14,265 $3.7M
Hilltop Wealth Advisors, LLC 2.09% Reduce -5.7% 14,319 $3.7M
Partners in Financial Planning 0.74% Add +0.3% 14,308 $3.7M
Pine Valley Investments Ltd Liability Co 0.24% Add +0.9% 14,279 $3.7M
Fogel Capital Management, Inc. 1.98% Reduce -0.1% 14,200 $3.7M
Red Crane Wealth Management, LLC 3.51% Add +0.6% 14,187 $3.7M
Anson Capital, Inc. 3.15% Add +1685.4% 14,194 $3.7M
Signature Estate & Investment Advisors LLC 0.10% Reduce -2.7% 14,157 $3.7M
Moisand Fitzgerald Tamayo, LLC 0.51% Reduce -2.8% 14,155 $3.7M
Flagship Harbor Advisors, LLC 0.19% Add +3.5% 14,140 $3.7M
My Personal CFO, LLC 1.84% Add +0.2% 14,088 $3.6M
Level Four Advisory Services, LLC 0.15% Add +2.3% 14,068 $3.6M
WESCAP Management Group, Inc. 0.89% Add +2.5% 14,049 $3.6M
Lion Street Advisors, LLC 1.15% Add +0.3% 14,038 $3.6M
Wedbush Securities Inc. 0.13% Reduce -0.4% 14,035 $3.6M
CAP Partners, LLC 2.63% Reduce -38.5% 14,015 $3.6M
First American Bank 0.27% Add +8.0% 14,013 $3.6M
Alliance Wealth Advisors, LLC 2.12% Add +4.6% 13,953 $3.6M
Retirement Guys Formula LLC 1.79% Add +11.8% 13,923 $3.6M
Americana Partners, LLC 0.14% Reduce -14.8% 13,884 $3.6M
Cornerstone Wealth Management, LLC 0.24% Reduce -4.2% 13,880 $3.6M
Greenwich Wealth Management LLC 0.27% Reduce -0.0% 13,765 $3.6M
Atria Investments, Inc 0.05% Reduce -16.3% 13,728 $3.6M
Badgley Phelps Wealth Managers, LLC 0.09% Add +8.1% 13,724 $3.5M
IHT Wealth Management, LLC 0.11% Add +7.3% 13,714 $3.5M
GC Wealth Management RIA, LLC 0.65% Reduce -2.8% 13,616 $3.5M
Adapt Wealth Advisors, LLC 1.72% Reduce -0.3% 13,604 $3.5M
Legacy Advisors, LLC 0.36% Reduce -3.4% 13,562 $3.5M
Integrity Alliance, Llc. 0.14% New 13,494 $3.5M
Koshinski Asset Management, Inc. 0.30% Add +11.8% 13,451 $3.5M
Focus Partners Advisor Solutions, LLC 0.05% Add +4.8% 13,441 $3.5M
KCM Investment Advisors LLC 0.13% Add +1.3% 13,438 $3.5M
Marshall & Sterling Wealth Advisors Inc. 2.36% Reduce -2.6% 13,403 $3.5M
Beacon Bridge Wealth Partners, LLC 1.47% Reduce -3.7% 13,346 $3.5M
Omnia Family Wealth, LLC 1.43% No change 13,257 $3.4M
Great Lakes Retirement, Inc. 0.45% Add +7.1% 13,213 $3.4M
Foster Victor Wealth Advisors, LLC 0.27% Reduce -5.3% 14,021 $3.4M
Allen Mooney & Barnes Investment Advisors LLC 0.55% Add +0.4% 13,167 $3.4M
Refined Wealth Management 2.75% Reduce -36.5% 13,000 $3.4M
IFP Advisors, Inc 0.10% Add +2.3% 12,965 $3.4M
Stonegate Investment Group, LLC 0.09% Add +32.4% 12,907 $3.3M
First National Bank of Omaha 0.23% Reduce -0.1% 12,829 $3.3M
Summit Financial Wealth Advisors, LLC 0.66% Add +0.0% 12,826 $3.3M
Peak Retirement Planning, Inc. 1.82% Add +446.6% 12,659 $3.3M
Diversified Trust Co. 0.08% Add +4.2% 12,658 $3.3M
Wealth Alliance, LLC 0.40% Add +0.4% 12,635 $3.3M
Evoke Wealth, LLC 0.08% Add +13.8% 12,530 $3.2M
Financial Advisory Partners, LLC 1.08% Reduce -14.0% 12,523 $3.2M
Stock Yards Bank & Trust Co. 0.11% Reduce -5.9% 12,433 $3.2M
Armbruster Capital Management, Inc. 0.64% Add +6.0% 12,427 $3.2M
Ieq Capital, LLC 0.03% Add +22.4% 12,388 $3.2M
Wealthfront Advisers LLC 0.01% Add +11.6% 12,384 $3.2M
Verus Capital Partners, LLC 0.32% Reduce -20.0% 12,182 $3.2M
Curio Wealth, LLC 1.63% Reduce -98.8% 146 $3.1M
Financial Insights, Inc. 1.24% Reduce -1.4% 12,068 $3.1M
Mayflower Financial Advisors, LLC 0.47% Add +0.8% 12,043 $3.1M
SOA Wealth Advisors, LLC. 0.65% Reduce -0.4% 12,041 $3.1M
Weil Company, Inc. 0.93% Add +75.4% 12,023 $3.1M
Bar Harbor Wealth Management 0.20% Reduce -0.5% 11,879 $3.1M
Carrera Capital Advisors 0.68% Reduce -5.6% 11,848 $3.1M
Glass Jacobson Investment Advisors llc 1.01% No change 11,601 $3.1M
City State Bank 1.00% Add +13.8% 11,767 $3.0M
Cannon Wealth Management Services, LLC 2.71% Add +10.6% 11,665 $3.0M
Creative Financial Designs Inc. 0.24% Add +2.9% 11,678 $3.0M
Private Client Services, LLC 1.49% Add +68.3% 11,653 $3.0M
MIdWestOne Financial Group, Inc. 0.43% No change 11,606 $3.0M
GEM Asset Management, LLC 1.67% Reduce -0.4% 11,506 $3.0M
Farther Finance Advisors, LLC 0.08% Add +50.4% 11,490 $3.0M
Advocate Group LLC 0.54% Add +2.8% 11,514 $3.0M
Segall Bryant & Hamill, LLC 0.05% Reduce -16.4% 11,480 $3.0M
Flywheel Private Wealth LLC 2.70% Add +0.1% 11,465 $3.0M
Magnus Financial Group LLC 0.29% Reduce -1.6% 11,446 $3.0M
GoalFusion Wealth Management, LLC 1.60% Add +1.3% 11,299 $2.9M
Hexagon Capital Partners LLC 0.55% Reduce -0.6% 11,283 $2.9M
Wealthspan Partners, LLC 1.35% Reduce -4.0% 11,275 $2.9M
Objective Capital Management, LLC 3.71% Reduce -0.4% 11,240 $2.9M
Center for Financial Planning, Inc. 0.37% Add +111.5% 11,212 $2.9M
Duncan Williams Asset Management, LLC 1.05% Add +0.7% 11,197 $2.9M
VestGen Investment Management 2.18% Reduce -38.0% 11,187 $2.9M
Sensible Financial Planning & Management, LLC. 0.57% New 11,136 $2.9M
NWF Advisory Services Inc. 0.40% Reduce -0.9% 11,112 $2.9M
Simplicity Wealth,LLC 0.22% Add +39.2% 11,035 $2.9M
Meridian Wealth Management, LLC 0.14% Add +0.3% 11,033 $2.9M
Cyndeo Wealth Partners, LLC 0.19% Add +3.0% 10,924 $2.8M
Lane & Associates LLC 1.52% Reduce -3.3% 10,916 $2.8M
Financial Freedom, LLC 1.62% Reduce -0.8% 10,894 $2.8M
Strategic Family Wealth Counselors, L.L.C. 0.91% Reduce -1.4% 10,864 $2.8M
CWS Financial Advisors, LLC 0.89% Add +4.8% 10,864 $2.8M
Fusion Family Wealth, LLC 0.26% Reduce -1.0% 10,855 $2.8M
Antonelli Financial Advisors, LLC 2.25% Reduce -74.1% 10,795 $2.8M
Orion Porfolio Solutions, LLC 0.03% Add +7.8% 10,793 $2.8M
Orion Portfolio Solutions, LLC 0.03% Add +7.8% 10,793 $2.8M
Revolve Wealth Partners, LLC 0.40% Reduce -2.2% 10,775 $2.8M
PFG Advisors 0.16% Add +0.9% 10,756 $2.8M
Main Street Financial Solutions, LLC 0.24% Add +17.9% 10,668 $2.8M
Valtinson Bruner Financial Planning LLC 0.93% Add +1.8% 10,645 $2.8M
BlackRock, Inc. 0.00% Add +1.1% 10,636 $2.8M
Fiera Capital Corp 0.01% No change 10,623 $2.7M
Legacy PCG, LLC 1.93% Add +3.4% 10,585 $2.7M
Conning Inc. 0.10% No change 10,535 $2.7M
Kingswood Wealth Advisors, LLC 0.25% Reduce -14.9% 10,519 $2.7M
Encompass Wealth Advisors, LLC 1.10% Add +0.6% 10,491 $2.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.41% Reduce -2.4% 10,510 $2.7M
Krilogy Financial LLC 0.17% Reduce -1.7% 10,409 $2.7M
Scott & Selber, Inc. 0.86% Add +2.7% 10,378 $2.7M
AlTi Global, Inc. 0.07% Reduce -11.0% 10,351 $2.7M
Ridgewood Investments LLC 1.25% Add +8.0% 10,347 $2.7M
Balentine LLC 0.11% Add +103.9% 10,309 $2.7M
Beckerman Institutional, LLC 1.93% Add +9.9% 10,297 $2.7M
American Money Management, LLC 0.50% Reduce -2.9% 10,286 $2.7M
Duncker Streett & Co. Inc. 0.53% Add +0.2% 10,282 $2.7M
Seamount Financial Group Inc. 1.80% Add +5.9% 10,248 $2.7M
PCA Investment Advisory Services Inc. 1.40% Add +4.9% 10,215 $2.6M
Retirement Planning Co of New England, Inc. 1.31% Reduce -2.3% 10,178 $2.6M
PFW Advisors LLC 0.82% Add +0.9% 10,173 $2.6M
Soltis Investment Advisors LLC 0.23% Add +4.8% 10,152 $2.6M
UMB Bank, n.a. 0.04% Reduce -0.6% 10,147 $2.6M
BCM Advisors, LLC 0.59% Add +7.5% 10,061 $2.6M
Investor's Fiduciary Advisor Network, LLC 1.24% Reduce -6.3% 10,138 $2.6M
AAF Wealth Management, LLC 1.40% Reduce -14.4% 10,058 $2.6M
IFS Advisors, LLC 2.10% Add +5.4% 10,013 $2.6M
Maltin Wealth Management, Inc. 1.22% Add +6.1% 10,007 $2.6M
Focus Financial Network, Inc. 0.11% Reduce -1.4% 9,987 $2.6M
Accredited Wealth Management, LLC 2.17% Add +14.8% 9,914 $2.6M
Haverford Trust Co 0.03% Add +4.1% 9,870 $2.6M
Goelzer Investment Management, Inc. 0.15% Reduce -1.4% 9,864 $2.6M
Joel Adams & Associates, Inc. 2.29% Reduce -2.7% 9,846 $2.5M
Transcend Capital Advisors, LLC 0.18% Reduce -2.9% 9,842 $2.5M
West Bancorporation Inc. 1.73% Add +21.8% 9,831 $2.5M
Flputnam Investment Management Co. 0.05% Add +17.2% 9,817 $2.5M
Mason & Associates Inc 0.63% Add +6.7% 9,796 $2.5M
Plan A Wealth LLC 1.95% Reduce -22.2% 9,749 $2.5M
Linscomb Wealth, Inc. 0.13% Add +0.7% 9,740 $2.5M
Eclectic Associates Inc. 0.67% Add +1.0% 9,738 $2.5M
Abbot Financial Management, Inc. 1.30% Reduce -1.1% 9,690 $2.5M
CWA Asset Management Group, LLC 0.12% Add +307.9% 9,610 $2.5M
REDW Wealth LLC 0.92% Reduce -3.5% 9,607 $2.5M
SWP Financial LLC 1.52% Reduce -2.7% 9,599 $2.5M
Clear Creek Financial Management, LLC 0.26% Add +106.4% 9,598 $2.5M
High Net Worth Advisory Group LLC 0.70% Add +1.1% 9,569 $2.5M
Fiduciary Trust Co 0.03% Reduce -6.3% 9,564 $2.5M
FreeGulliver LLC 1.25% Reduce -3.8% 9,561 $2.5M
Welch & Forbes LLC 0.03% Reduce -0.6% 9,540 $2.5M
Transcendent Capital Group LLC 1.38% Add +3.0% 9,462 $2.4M
Investment Partners, LTD. 1.01% Reduce -3.5% 9,449 $2.4M
Missouri Trust & Investment Co 0.85% Reduce -3.3% 9,389 $2.4M
Boyd Wealth Management, LLC 1.21% Add +10.4% 9,365 $2.4M
Columbus Macro, LLC 0.32% No change 9,332 $2.4M
Capital Advisors Wealth Management, LLC 0.43% Reduce -27.3% 9,323 $2.4M
New Perspectives, Inc 1.29% Reduce -3.5% 9,316 $2.4M
Robertson Stephens Wealth Management, LLC 0.09% Add +5.5% 9,290 $2.4M
Pension & Wealth Management Advisors, Inc. 0.89% Add +47.6% 9,283 $2.4M
Sound View Wealth Advisors Group, LLC 0.20% Reduce -3.3% 9,280 $2.4M
Montis Financial, LLC 0.70% Add +44.2% 9,254 $2.4M
Thoroughbred Financial Services, LLC 0.15% Add +8.6% 9,234 $2.4M
Wells Financial Advisors INC 3.28% Add +2.1% 9,195 $2.4M
Sincerus Advisory, LLC 2.51% Add +57.6% 9,184 $2.4M
Independent Financial Group, LLC 0.08% Add +5.9% 9,150 $2.4M
Farmers & Merchants Investments Inc. 0.07% Reduce -0.1% 9,134 $2.4M
Flagstar Securities, Inc. 0.60% Reduce -8.1% 9,126 $2.4M
CM Wealth Advisors LLC 0.75% No change 9,100 $2.4M
Vanguard Personalized Indexing Management, LLC 0.03% Add +18.4% 9,084 $2.3M
Washington Trust Bank 0.24% Add +350.3% 9,082 $2.3M
Debussy Capital Management LP 0.38% Add +0.1% 9,079 $2.3M
Apex Wealth Management, LLC 2.10% Reduce -4.2% 9,044 $2.3M
Brown Brothers Harriman & Co. 0.02% Add +6.6% 8,973 $2.3M
Dogwood Wealth Management LLC 1.22% No change 8,970 $2.3M
Frank, Rimerman Advisors LLC 0.18% Reduce -4.7% 8,959 $2.3M
Topel & Distasi Wealth Management, LLC 1.08% Reduce -17.2% 8,944 $2.3M
Sequoia Financial Advisors, LLC 0.02% Add +24.2% 8,907 $2.3M
Index Fund Advisors, Inc. 0.14% Add +0.4% 8,892 $2.3M
Crux Wealth Advisors 1.19% Reduce -2.5% 8,860 $2.3M
West Financial Advisors, LLC 0.43% Add +1.8% 8,838 $2.3M
Intergy Private Wealth, LLC 0.86% Add +8.5% 8,771 $2.3M
Intellectus Partners, LLC 0.56% Reduce -2.7% 8,719 $2.3M
Fingerlakes Wealth Management, Inc. 1.91% Reduce -1.2% 8,702 $2.3M
Certified Advisory Corp 0.25% Add +1.9% 8,671 $2.2M
Mosaic Family Wealth Partners, LLC 0.32% Add +1.6% 8,670 $2.2M
N.E.W. Advisory Services LLC 0.17% Add +10.4% 8,669 $2.2M
Graves Light Lenhart Wealth, Inc. 0.27% Add +1.1% 8,564 $2.2M
Trust Co. of Vermont 0.11% Add +2.9% 8,558 $2.2M
IFG Advisors, LLC 0.43% Reduce -5.5% 8,547 $2.2M
St. Louis Trust Co 0.32% Reduce -25.6% 8,533 $2.2M
Brio Consultants, LLC 0.34% Reduce -30.0% 8,470 $2.2M
Advisor Resource Council 0.18% New 8,443 $2.2M
Aureus Asset Management, LLC 0.15% Add +4.2% 8,432 $2.2M
Interactive Financial Advisors, Inc. 1.15% Reduce -0.5% 8,428 $2.2M
Defined Wealth Management, LLC 1.46% Reduce -2.2% 8,419 $2.2M
SeaCrest Wealth Management, LLC 0.25% Add +2.5% 8,379 $2.2M
Heritage Wealth Advisors 0.11% Reduce -0.3% 8,372 $2.2M
DeDora Capital, Inc. 0.62% Add +0.5% 8,362 $2.2M
Columbia Asset Management 0.44% Reduce -0.5% 8,356 $2.2M
Sheets Smith Wealth Management 0.27% Reduce -25.2% 8,352 $2.2M
U.S. Capital Wealth Advisors, LLC 0.07% Add +20.9% 8,347 $2.2M
Northern Capital Management, Inc. 1.41% Add +8.8% 8,346 $2.2M
Mittelman Wealth Management 1.94% Add +8.2% 8,332 $2.2M
ERn Financial, LLC 0.34% Reduce -5.0% 8,329 $2.2M
New Century Financial Group, LLC 2.45% Add +6.5% 8,188 $2.1M
Essex Bank 0.52% Reduce -0.2% 8,187 $2.1M
Highland Capital Management, LLC 0.13% Add +11.2% 8,165 $2.1M
Dana Investment Advisors, Inc. 0.08% Reduce -2.1% 8,149 $2.1M
Wealth Dimensions Group, Ltd. 0.50% Add +2.0% 8,131 $2.1M
LexAurum Advisors, LLC 0.41% Add +12.7% 8,114 $2.1M
Lodestar Private Asset Management LLC 0.26% Add +10.1% 8,112 $2.1M
Financial Advocates Investment Management 0.15% Reduce -10.8% 8,088 $2.1M
Garden State Investment Advisory Services LLC 0.67% Add +57.2% 8,083 $2.1M
Great Lakes Advisors, LLC 0.02% Add +27.5% 8,080 $2.1M
Bridgewater Advisors Inc. 0.18% New 8,148 $2.1M
Shepherd Kaplan Krochuk, LLC 1.77% Add +0.5% 7,984 $2.1M
Hilltop Holdings Inc. 0.13% Reduce -1.4% 7,975 $2.1M
Vident Advisory, LLC 0.03% Reduce -70.2% 7,969 $2.1M
Boston Family Office LLC 0.15% Add +20.0% 7,962 $2.1M
Wood Tarver Financial Group, LLC 0.67% Reduce -32.6% 7,908 $2.0M
Chatham Capital Group, Inc. 0.34% Add +3.3% 7,905 $2.0M
Atlanta Consulting Group Advisors, LLC 0.60% Add +52.7% 7,883 $2.0M
Gotham Asset Management 0.02% Add +125.5% 7,857 $2.0M
CreativeOne Wealth, LLC 0.06% Add +71.1% 7,855 $2.0M
Patten Group, Inc. 0.46% Reduce -4.2% 7,827 $2.0M
Pitcairn Co. 0.12% No change 7,825 $2.0M
Howland Capital Management LLC 0.09% Reduce -28.4% 7,800 $2.0M
VeraBank, N.A. 0.56% Add +19.1% 7,781 $2.0M
AQR Capital Management 0.00% Add +52.3% 7,758 $2.0M
Argonautica Private Wealth Management, Inc. 0.69% Reduce -0.4% 7,738 $2.0M
First Foundation Advisors 0.08% Reduce -28.2% 7,733 $2.0M
Modus Advisors, LLC 0.65% Reduce -3.8% 7,727 $2.0M
Planning Directions Inc. 0.85% Reduce -1.8% 7,664 $2.0M
Endeavor Private Wealth, Inc. 1.08% New 7,664 $2.0M
Portland Financial Advisors Inc 5.05% Reduce -1.1% 7,636 $2.0M
InTrack Investment Management Inc 1.79% Add +53.5% 7,627 $2.0M
Anchor Investment Management, LLC 0.18% Reduce -0.5% 7,607 $2.0M
Peak Asset Management, LLC 0.37% Reduce -23.0% 7,598 $2.0M
Wetzel Investment Advisors, Inc. 0.99% Add +15.0% 7,579 $2.0M
Affiance Financial, LLC 0.46% Add +8.4% 7,568 $2.0M
Covington Investment Advisors Inc. 0.30% Add +2.7% 7,567 $2.0M
New Covenant Trust Company, N.A. 2.06% Reduce -0.2% 7,591 $2.0M
Bragg Financial Advisors, Inc 0.08% Add +4.2% 7,497 $1.9M
Plimoth Trust Co. LLC 0.50% Add +33.7% 7,487 $1.9M
Oxford Financial Group, LTD. LLC 0.14% Add +0.1% 7,457 $1.9M
Callan Capital, LLC 0.14% Add +6.9% 7,453 $1.9M
LongView Wealth Management 0.58% Add +20.0% 7,444 $1.9M
Gibson Capital, LLC 0.40% No change 7,438 $1.9M
Fifth Third Wealth Advisors LLC 0.10% Add +82.3% 7,410 $1.9M
South Plains Financial, Inc. 1.49% Reduce -0.3% 7,406 $1.9M
JFS Wealth Advisors, LLC 0.13% Add +1.8% 7,400 $1.9M
Stablepoint Partners, LLC 0.35% Add +4.4% 7,394 $1.9M
Yukon Wealth Management, Inc. 0.79% — 7,392 $1.9M
Monograph Wealth Advisors, LLC 0.26% No change 7,342 $1.9M
Watershed Private Wealth LLC 0.76% Reduce -2.3% 7,338 $1.9M
Victory Financial Group, LLC 0.36% Reduce -37.3% 7,337 $1.9M
Summit Financial Strategies, Inc. 0.19% Add +13.6% 7,325 $1.9M
Sentinel Pension Advisors, LLC 0.35% Reduce -4.6% 7,313 $1.9M
Tritonpoint Wealth, LLC 0.18% Add +66.1% 7,302 $1.9M
Pandora Wealth, Inc. 1.24% — 7,282 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 7,257 $1.9M
Leelyn Smith, LLC 0.33% No change 7,243 $1.9M
Petix & Botte Co 0.49% Reduce -5.8% 7,239 $1.9M
PFG Investments, LLC 0.12% Add +3.5% 7,233 $1.9M
Reliant Investment Partners, LLC 1.90% Add +0.1% 7,212 $1.9M
Ironwood Investment Counsel, LLC 0.32% Add +60.6% 7,205 $1.9M
Capital Analysts, LLC 0.07% Add +19.9% 7,154 $1.9M
Wisconsin Wealth Advisors, LLC 2.64% Add +1.9% 7,118 $1.8M
Dorsey & Whitney Trust CO LLC 0.11% No change 7,113 $1.8M
Yarger Wealth Strategies, LLC 1.07% Add +0.4% 7,098 $1.8M
Afg Fiduciary Services Limited Partnership 1.35% Add +14.7% 7,438 $1.8M
Keystone Global Partners, LLC 1.29% — 7,094 $1.8M
Richmond Investment Services, LLC 1.00% Reduce -41.8% 7,085 $1.8M
Plancorp, LLC 0.07% Add +66.4% 7,077 $1.8M
Camelot Portfolios, LLC 1.13% Add +21.0% 7,009 $1.8M
Brown Miller Wealth Management, LLC 0.62% Reduce -43.0% 6,933 $1.8M
Allegiance Financial Group Advisory Services LLC 0.54% Reduce -7.4% 6,904 $1.8M
Sax Wealth Advisors, LLC 0.13% Add +15.7% 6,898 $1.8M
Ironwood Financial, llc 0.38% Reduce -1.6% 6,873 $1.8M
Next Level Private LLC 0.66% Reduce -0.1% 6,864 $1.8M
Capital Advisory Group Advisory Services, LLC 0.68% Reduce -3.3% 6,843 $1.8M
Perennial Investment Advisors, LLC 0.20% Add +1.3% 6,840 $1.8M
Sandy Spring Bank 0.07% Add +5.8% 6,841 $1.8M
Private Trust Co. NA 0.18% Reduce -9.5% 6,833 $1.8M
Sachetta, LLC 0.72% Add +3.8% 6,808 $1.8M
Fermata Advisors, LLC 0.32% Add +4.4% 6,799 $1.8M
Kohmann Bosshard Financial Services, LLC 0.21% No change 6,776 $1.8M
Harbor Group, Inc. 0.35% Reduce -11.4% 6,767 $1.8M
RMR Capital Management, LLC 1.26% Add +4.0% 6,760 $1.7M
Sand Hill Global Advisors, LLC 0.07% Add +50.3% 6,752 $1.7M
Empower Advisory Group, LLC 0.01% Reduce -92.4% 6,708 $1.7M
Rehmann Capital Advisory Group 0.11% Add +13.8% 6,685 $1.7M
Lincoln Capital Corp. 0.72% Add +1.5% 6,660 $1.7M
CHB Investment Group, LLC 0.91% Reduce -2.9% 6,650 $1.7M
Grange Capital, LLC 2.00% Add +1.3% 6,643 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Add +6.9% 6,610 $1.7M
Ofc Financial Planning, LLC 1.91% Reduce -2.0% 6,537 $1.7M
First County Bank 0.93% Add +14.6% 6,523 $1.7M
Rockwood Wealth Management, LLC 0.17% Add +17.5% 6,517 $1.7M
waypoint wealth counsel 1.05% Add +12.2% 6,473 $1.7M
Courier Capital LLC 0.11% Add +5.6% 6,467 $1.7M
Kelleher Financial Advisors 0.66% Add +8.8% 6,439 $1.7M
Russell Investments Group, Ltd. 0.00% Add +269.5% 6,429 $1.7M
Fortis Capital Management LLC 0.32% Add +0.9% 6,388 $1.7M
Atlas Capital Advisors Inc. 0.21% No change 6,383 $1.7M
Viawealth, LLC 1.02% Reduce -1.9% 6,377 $1.6M
Royal Fund Management, LLC 0.20% Add +2.6% 6,291 $1.6M
Compass Ion Advisors, LLC 0.19% Reduce -3.0% 6,355 $1.6M
Bangor Savings Bank 0.16% Reduce -25.6% 6,352 $1.6M
Hidden Cove Wealth Management, LLC 1.30% Add +5.2% 6,347 $1.6M
Lanark Financial, Inc. 0.14% — 6,342 $1.6M
Evergreen Capital Management LLC 0.05% No change 6,328 $1.6M
Stevens Capital Partners 0.77% Reduce -17.4% 6,327 $1.6M
PGIM Custom Harvest LLC 0.04% Add +0.7% 6,322 $1.6M
Ami Investment Management Inc. 0.53% Add +12.4% 6,318 $1.6M
Laraway Financial Advisors Inc 1.29% Add +5.2% 6,297 $1.6M
Members Wealth LLC 1.22% Add +5.4% 6,274 $1.6M
SageView Advisory Group, LLC 0.07% Add +4.4% 6,239 $1.6M
Appleton Partners Inc. 0.12% Reduce -27.0% 6,234 $1.6M
Nicolet Bankshares Inc. 0.32% Add +33.3% 6,220 $1.6M
MidAtlantic Capital Management, Inc. 1.26% Add +29.2% 6,211 $1.6M
Romano Brothers and Company 0.21% Add +2.7% 6,205 $1.6M
Renaissance Technologies 0.00% Reduce -83.9% 6,200 $1.6M
Hurlow Wealth Management Group, Inc. 0.50% Reduce -7.8% 6,197 $1.6M
Midland Wealth Advisors, LLC 0.09% Reduce -0.8% 6,193 $1.6M
Segment Wealth Management, LLC 0.11% Add +0.1% 6,193 $1.6M
Strata Wealth Advisors, LLC 0.50% Add +1.3% 6,178 $1.6M
Security Financial Services, INC. 0.32% Add +1.4% 6,164 $1.6M
Baker Tilly Wealth Management, LLC 0.62% Add +12.8% 6,105 $1.6M
Mascagni Wealth Management, Inc. 1.56% No change 6,068 $1.6M
Spire Wealth Management 0.05% Reduce -4.1% 6,066 $1.6M
Checchi Capital Advisers, LLC 0.11% Reduce -0.4% 6,050 $1.6M
Adirondack Trust Co. 0.61% No change 6,038 $1.6M
Sapient Capital LLC 0.03% Reduce -25.3% 5,975 $1.5M
Charles Schwab Trust Co 0.13% Reduce -24.0% 5,968 $1.5M
Advisor OS, LLC 0.18% Add +55.7% 5,948 $1.5M
Clarity Capital Advisors, LLC 1.01% Add +0.3% 5,933 $1.5M
Medallion Wealth Advisors, LLC 0.70% Add +17.7% 5,911 $1.5M
BOS Asset Management, LLC 0.53% Reduce -0.3% 5,899 $1.5M
Secure Asset Management, LLC 0.31% Reduce -54.1% 5,886 $1.5M
Opulen Financial Group LLC 1.38% Reduce -0.3% 5,881 $1.5M
Atlantic Union Bankshares Corp 0.09% Add +3.1% 5,880 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -2.7% 5,855 $1.5M
SoundView Advisors Inc. 0.62% Add +0.1% 5,832 $1.5M
Addison Advisors LLC 0.41% Reduce -0.3% 5,811 $1.5M
Affinity Capital Advisors, LLC 0.30% Add +12.4% 6,168 $1.5M
Aspen Investment Management Inc 0.69% Add +0.1% 5,807 $1.5M
Droms Strauss Advisors Inc. /Mo/ 0.51% Add +0.1% 5,779 $1.5M
MJP Associates Inc. 0.27% Add +54.2% 5,768 $1.5M
Clear Harbor Asset Management, LLC 0.12% No change 5,735 $1.5M
Mustard Seed Financial, LLC 1.17% Add +4.2% 5,626 $1.5M
Vista Investment Management 0.56% Reduce -0.2% 5,559 $1.4M
Bridgewealth Advisory Group, LLC 1.89% Reduce -78.8% 5,548 $1.4M
Forefront Wealth Partners, LLC 0.97% Add +1.1% 5,537 $1.4M
Garrison Point Advisors, LLC 0.69% Add +9.3% 5,534 $1.4M
Chandler Asset Management, Inc. 0.27% No change 5,533 $1.4M
Interchange Capital Partners, LLC 0.40% Reduce -0.2% 5,507 $1.4M
Marks Group Wealth Management, Inc 0.14% Reduce -0.0% 5,490 $1.4M
NBT Bank, N.A. 0.10% Reduce -5.6% 5,486 $1.4M
Truepoint, Inc. 0.04% Reduce -1.1% 5,480 $1.4M
Biltmore Family Office, LLC 0.24% Add +5.8% 5,478 $1.4M
Mayport, LLC 0.39% No change 5,470 $1.4M
Landmark Wealth Management, LLC 0.62% Add +0.3% 5,457 $1.4M
FDx Advisors, Inc. 0.46% Reduce -73.2% 5,447 $1.4M
Synergy Financial Group, LTD 1.26% Add +27.0% 5,431 $1.4M
Alpha Cubed Investments, LLC 0.06% Add +11.7% 5,429 $1.4M
Ritholtz Wealth Management 0.04% Reduce -1.6% 5,413 $1.4M
Fiduciary Family Office, LLC 0.46% New 5,403 $1.4M
B & T Capital Management DBA Alpha Capital Management 0.26% Reduce -8.4% 5,389 $1.4M
Heritage Wealth Management, Inc. 0.47% Add +4.2% 5,386 $1.4M
Yoffe Investment Management, LLC 2.03% Reduce -0.0% 5,344 $1.4M
Etesian Wealth Advisors, Inc. 0.59% Reduce -1.9% 5,336 $1.4M
Riverbend Wealth Management, LLC 1.23% Reduce -0.7% 5,321 $1.4M
Silver Oak Securities, Incorporated 0.13% Add +0.6% 5,344 $1.4M
OLIO Financial Planning 0.47% Add +0.6% 5,311 $1.4M
Inspirion Wealth Advisors, LLC 0.19% Add +0.0% 5,283 $1.4M
Smartleaf Asset Management LLC 0.13% Add +21.8% 5,293 $1.4M
Twin Focus Capital Partners, LLC 0.21% Add +0.4% 5,225 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Reduce -1.6% 5,210 $1.3M
Trust Point Inc. 0.12% Add +31.4% 5,207 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -0.4% 5,190 $1.3M
TrueWealth Advisors, LLC 0.44% Reduce -1.1% 5,153 $1.3M
Adero Partners, LLC 0.09% Reduce -20.2% 5,140 $1.3M
Cypress Capital Group 0.17% Reduce -9.8% 5,133 $1.3M
Everhart Financial Group, Inc. 0.18% Reduce -3.1% 5,132 $1.3M
Crewe Advisors LLC 0.19% Add +2.8% 5,113 $1.3M
Bowman & Co S.C. 0.65% Add +11.7% 5,098 $1.3M
Callan Family Office, LLC 0.10% Add +12.4% 5,090 $1.3M
Taylor & Morgan Wealth Management, LLC 0.99% No change 5,085 $1.3M
Capstone Wealth Management Group, LLC 0.75% Reduce -31.8% 5,071 $1.3M
Foster Dykema Cabot & Partners, LLC 0.11% Reduce -0.5% 5,071 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Reduce -0.1% 5,067 $1.3M
Coordinated Financial Services, Inc. 1.02% — 5,042 $1.3M
Beacon Financial Group 0.14% Reduce -8.7% 5,040 $1.3M
Mitchell Sinkler & Starr 0.36% Add +4.7% 5,023 $1.3M
Fairview Capital Investment Management, LLC 0.07% Add +20.5% 4,974 $1.3M
Ramsay, Stattman, Vela & Price, Inc. 0.24% Add +0.4% 4,973 $1.3M
Nvest Financial, LLC 0.69% Add +1.0% 4,968 $1.3M
Voisard Asset Management Group, Inc. 0.38% Reduce -1.5% 4,967 $1.3M
Whalen Wealth Management Inc. 0.86% New 4,964 $1.3M
Stonebridge Financial Planning Group, LLC 0.59% Add +8.5% 4,956 $1.3M
Portland Global Advisors LLC 0.16% Reduce -2.0% 4,929 $1.3M
Proffitt & Goodson Inc. 0.21% Add +0.7% 4,918 $1.3M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -54.8% 4,912 $1.3M
17 Capital Partners, LLC 0.81% Add +14.5% 4,908 $1.3M
FF Advisors,LLC 0.73% Reduce -16.8% 4,868 $1.3M
Morningstar Investment Services LLC 0.23% Reduce -85.0% 4,871 $1.3M
Lloyd Advisory Services, LLC. 0.63% New 4,846 $1.3M
Swisher Financial Concepts, Inc. 1.03% Reduce -28.9% 4,840 $1.3M
Gilbert & Cook, Inc. 0.18% Reduce -2.6% 4,836 $1.3M
Sherman Asset Management, Inc. 1.19% Add +370.9% 4,808 $1.2M
GAMMA Investing LLC 0.09% Add +459.2% 4,787 $1.2M
Caitlin John, LLC 1.21% Reduce -30.9% 4,772 $1.2M
EagleClaw Capital Managment, LLC 0.19% No change 4,765 $1.2M
Strategies Wealth Advisors, LLC 0.15% Reduce -10.2% 4,762 $1.2M
Trajan Wealth LLC 0.07% Reduce -2.8% 4,758 $1.2M
Savvy Advisors, Inc. 0.12% Add +20.9% 4,746 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -39.6% 4,727 $1.2M
FineMark National Bank & Trust 0.04% Add +11.5% 4,705 $1.2M
Fisher Asset Management 0.00% Add +7.0% 4,705 $1.2M
Advisory Research Inc. 0.21% Reduce -8.0% 4,688 $1.2M
Mosaic Financial Group, LLC 0.98% Add +0.1% 4,665 $1.2M
Southland Equity Partners LLC 0.28% Add +1.2% 4,650 $1.2M
HM Payson & Co. 0.02% Reduce -1.6% 4,636 $1.2M
Stillwater Capital Advisors, LLC 0.17% Add +0.5% 4,603 $1.2M
Koss-Olinger Consulting, LLC 0.10% New 4,569 $1.2M
Old National Bancorp 0.03% Add +21.8% 4,558 $1.2M
KPP Advisory Services LLC 0.22% Reduce -13.9% 4,550 $1.2M
Golden State Wealth Management, LLC 0.17% Add +7.7% 4,483 $1.2M
New England Private Wealth Advisors LLC 0.18% Add +2.0% 4,452 $1.2M
Montecito Bank & Trust 0.20% Reduce -2.7% 4,444 $1.1M
Randolph Co Inc 0.13% Reduce -1.5% 4,442 $1.1M
Harbor Investment Advisory, LLC 0.11% Reduce -30.5% 4,430 $1.1M
Wealth Architects, LLC 0.13% Add +3.5% 4,430 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -12.4% 4,424 $1.1M
Measured Wealth Private Client Group, LLC 0.37% No change 4,400 $1.1M
Empowered Funds, LLC 0.02% Add +7.1% 4,396 $1.1M
Asset Dedication, LLC 0.09% Reduce -33.1% 4,393 $1.1M
High Note Wealth, LLC 0.28% Reduce -1.1% 4,384 $1.1M
Western Wealth Management, LLC 0.08% Reduce -42.6% 4,381 $1.1M
3Chopt Investment Partners, LLC 0.30% New 4,368 $1.1M
Sachem Hill LLC 0.22% No change 4,360 $1.1M
Allegheny Financial Group 0.29% Add +8.7% 4,353 $1.1M
ARK & TLK Investments, LLC 0.40% Reduce -2.0% 4,351 $1.1M
Beaumont Financial Advisors, LLC 0.09% Reduce -38.3% 4,347 $1.1M
Farmers National Bank 0.32% Reduce -1.0% 4,342 $1.1M
TFB Advisors LLC 0.32% Reduce -0.7% 4,332 $1.1M
Cornerstone Wealth Group, LLC 0.09% Reduce -2.3% 4,332 $1.1M
Omega Financial Group, LLC 0.43% Add +0.2% 4,322 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% No change 4,305 $1.1M
EverSource Wealth Advisors, LLC 0.06% Reduce -3.8% 4,264 $1.1M
Farnam Financial LLC 1.12% Add +0.0% 4,260 $1.1M
Bluestem Financial Advisors, LLC 0.51% Add +0.2% 4,253 $1.1M
Kellett Wealth Advisors, LLC 0.76% Reduce -2.8% 4,248 $1.1M
Bravias Capital Group, LLC 0.89% Add +4.7% 4,229 $1.1M
Ariadne Wealth Management, LP 0.57% No change 4,159 $1.1M
IFG Advisory, LLC 0.06% Reduce -7.3% 4,220 $1.1M
Cibc World Market Inc. 0.00% Reduce -0.5% 4,205 $1.1M
Safeguard Financial, LLC 0.24% Reduce -7.4% 4,187 $1.1M
Rockland Trust Co. 0.05% Reduce -1.8% 4,172 $1.1M
Consolidated Portfolio Review Corp 0.17% Reduce -0.9% 4,170 $1.1M
Aspen Grove Capital, LLC 0.21% Add +1.8% 4,154 $1.1M
Atlas Legacy Advisors, LLC 0.27% Reduce -4.0% 4,150 $1.1M
Birch Hill Investment Advisors LLC 0.05% Add +2.0% 4,147 $1.1M
TFC Financial Management, Inc. 0.16% Add +0.3% 4,145 $1.1M
Centricity Wealth Management, LLC 0.97% Add +17.7% 4,141 $1.1M
CJM Wealth Advisers, Ltd. 0.38% Add +0.2% 4,139 $1.1M
CFS Investment Advisory Services, LLC 0.10% Add +33.5% 4,128 $1.1M
Earnest Partners LLC 0.01% New 4,106 $1.1M
Peoples Financial Services Corp. 0.51% Add +2.8% 4,103 $1.1M
Delta Financial Advisors LLC 0.40% Add +0.2% 4,098 $1.1M
Simon Quick Advisors, LLC 0.06% Reduce -3.6% 4,084 $1.1M
Liberty Square Wealth Partners LLC 0.40% Add +0.8% 4,078 $1.1M
Talon Private Wealth, LLC 0.14% Add +843.2% 4,018 $1.1M
Revisor Wealth Management LLC 0.47% Add +8.7% 4,049 $1.0M
Michael A. Dubis Financial Planning, LLC 1.02% No change 4,049 $1.0M
Coastline Trust Co 0.13% No change 4,049 $1.0M
First Trust Advisors LP 0.00% Add +25.9% 4,037 $1.0M
Chapin Davis, Inc. 0.36% Reduce -3.6% 4,035 $1.0M
Aire Advisors, LLC 0.22% Add +0.1% 4,026 $1.0M
Fort Sheridan Advisors LLC 0.16% No change 4,025 $1.0M
Lutz Financial Services LLC 0.08% Reduce -19.5% 4,004 $1.0M
Stephen J. Garry & Associates, LLC 0.97% Add +2.0% 3,995 $1.0M
Donor Advised Charitable Giving, Inc. 0.03% No change 3,987 $1.0M
Good Steward Wealth Advisors,LLC 0.94% — 3,983 $1.0M
Aspiriant, LLC 0.04% Reduce -3.6% 3,981 $1.0M
Wernau Asset Management Inc. 1.06% No change 3,960 $1.0M
Longview Financial Advisors, Inc. 0.88% Reduce -2.1% 3,957 $1.0M
Lee, Kelleher & Klein Wealth Management 0.75% No change 3,949 $1.0M
Platform Technology Partners 0.30% Reduce -1.1% 3,945 $1.0M
Greenhouse Wealth Management, LLC 0.76% Reduce -3.1% 3,942 $1.0M
Hiley Hunt Wealth Management 0.56% Reduce -1.7% 3,922 $1.0M
German American Bancorp, Inc. 0.11% Reduce -15.0% 3,921 $1.0M
Novem Group 0.14% Add +2.4% 3,915 $1.0M
Sound Income Strategies, LLC 0.06% Add +5.2% 3,896 $1.0M
BluePointe Capital Management, LLC 0.38% New 3,864 $999K
Blue Bell Private Wealth Management, LLC 0.19% Add +46.1% 3,853 $996K
Acas, LLC 0.76% Reduce -1.9% 3,872 $995K
Triangle Securities Wealth Management 0.26% Reduce -2.5% 3,845 $994K
Optima Capital LLC 0.63% Add +52.3% 3,807 $985K
Summit Wealth Partners, LLC 0.20% Reduce -0.4% 3,779 $977K
RFG Holdings, Inc. 0.32% Add +4.5% 3,750 $971K
Fortitude Advisory Group L.L.C. 0.70% Reduce -8.0% 3,984 $971K
Kuhn & Co Investment Counsel 0.82% No change 3,754 $971K
OMNI 360 Wealth, Inc. 0.65% Reduce -2.3% 3,744 $968K
Carolinas Wealth Consulting LLC 0.21% Reduce -0.5% 3,737 $966K
LifePlan Financial, LLC 0.84% Add +4.8% 3,733 $965K
Murphy & Mullick Capital Management Corp 0.93% Reduce -7.2% 3,713 $960K
Hobbs Group Advisors, LLC 0.36% Reduce -1.7% 3,710 $959K
MilWealth Group LLC 0.26% Reduce -0.8% 3,698 $956K
WealthBridge Capital Management, LLC 0.27% Reduce -5.8% 3,685 $953K
Ardent Capital Management, Inc. 0.41% No change 3,680 $952K
Kennebec Savings Bank 1.01% Reduce -1.3% 3,675 $950K
Marotta Asset Management 0.19% No change 3,601 $950K
Kwmg, LLC 0.10% Reduce -3.0% 3,667 $948K
TFG Advisers LLC 0.34% Reduce -0.8% 3,654 $945K
Mission Wealth Management, LP 0.02% Reduce -0.9% 3,653 $945K
Evernest Financial Advisors, LLC 0.34% Reduce -3.1% 3,643 $942K
Clarius Group, LLC 0.06% No change 3,637 $940K
Dunhill Financial, LLC 0.43% New 3,627 $938K
Luminist Capital LLC 1.01% Add +3.9% 3,614 $938K
Seek First Inc. 0.83% — 3,622 $937K
Pallas Capital Advisors LLC 0.04% Add +3.9% 3,606 $933K
Summit Investment Advisory Services, LLC 0.46% Add +17.6% 3,597 $930K
Riverview Trust Co 0.92% No change 3,592 $929K
Florida Financial Advisors, LLC 0.37% Add +2.8% 3,585 $927K
International Assets Investment Management, LLC 0.08% Add +8.8% 3,576 $925K
Accredited Investors Inc. 0.06% Add +24.9% 3,573 $924K
StrongBox Wealth, LLC 0.39% Reduce -6.2% 3,572 $924K
Brookwood Investment Group LLC 0.16% — 3,563 $921K
Evanson Asset Management, LLC 0.07% Add +0.0% 3,562 $921K
Dynamic Wealth Strategies, LLC 0.77% New 3,561 $921K
Dohj, LLC 0.21% Reduce -15.7% 3,557 $920K
Madden Advisory Services, Inc. 0.43% Add +0.3% 3,537 $915K
Melone Private Wealth, LLC 0.48% Reduce -0.4% 3,533 $914K
TABR Capital Management, LLC 0.95% Reduce -9.7% 3,523 $911K
Hancock Whitney Corp. 0.03% Reduce -1.5% 3,507 $907K
RiverFront Investment Group, LLC 0.02% Add +62.3% 3,487 $902K
Beaird Harris Wealth Management, LLC 0.08% Add +0.4% 3,480 $900K
Covenant Asset Management, LLC 0.23% Reduce -5.8% 3,473 $898K
Plan Group Financial, LLC 0.32% Add +9.5% 3,462 $895K
Mitchell Capital Management Co. 0.17% No change 3,420 $884K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -1.4% 3,410 $882K
Foundations Investment Advisors, LLC 0.02% Reduce -2.7% 3,400 $879K
Lazard Asset Management LLC 0.00% No change 3,400 $879K
Twin Peaks Wealth Advisors, LLC 0.40% Add +6.0% 3,547 $873K
Good Life Advisors, LLC 0.06% Reduce -0.7% 3,376 $873K
Matrix Private Capital Group LLC 0.52% No change 3,374 $873K
Collective Family Office LLC 0.24% Reduce -0.4% 3,373 $872K
Monterey Private Wealth, Inc. 0.26% Reduce -1.3% 3,370 $871K
RPS Advisory Solutions LLC 0.62% Reduce -20.4% 3,367 $871K
Strategic Blueprint, LLC 0.05% Add +5.6% 3,350 $866K
Silvia McColl Wealth Management, LLC 0.66% Reduce -5.1% 3,342 $864K
Cassaday & Co Wealth Management LLC 0.02% Add +1.4% 3,337 $863K
Breakwater Capital Group 0.15% Add +13.3% 3,335 $863K
Chemistry Wealth Management LLC 0.20% Reduce -1.8% 3,324 $860K
O'ROURKE & COMPANY, Inc 0.42% Reduce -0.7% 3,310 $856K
Kelman-Lazarov, Inc. 0.15% Add +27.2% 3,293 $852K
Mascoma Wealth Management LLC 0.21% Reduce -3.5% 3,291 $851K
First Citizens Bank & Trust Co. 0.02% Reduce -3.1% 3,290 $851K
SC&H Financial Advisors, Inc. 0.17% No change 3,281 $849K
Keystone Wealth Services, LLC 0.23% Add +0.3% 3,266 $845K
Blossom Wealth Management 1.69% Reduce -0.9% 3,257 $842K
NTV Asset Management LLC 0.11% Reduce -0.4% 3,257 $842K
Annex Advisory Services, LLC 0.02% Add +0.1% 3,238 $837K
BridgePort Financial Solutions, LLC 0.38% Add +8.0% 3,224 $834K
Moors & Cabot, Inc. 0.04% Add +37.6% 3,219 $833K
Jacobi Capital Management LLC 0.06% Add +68.4% 3,214 $831K
Garde Capital, Inc. 0.05% Reduce -0.7% 3,207 $829K
MPWM Advisory Solutions, LLC 0.60% No change 3,206 $829K
Oxbow Advisors, LLC 0.09% Reduce -5.7% 3,205 $829K
Guardian Financial Partners, LLC 0.40% New 3,201 $828K
Muirfield Wealth Advisors LLC 0.70% Add +0.4% 3,199 $827K
Atala Financial Inc 0.60% Add +0.4% 3,198 $827K
Bestgate Wealth Advisors, LLC 1.71% Add +12.8% 3,197 $827K
Detalus Advisors, LLC 0.26% Add +112.9% 3,179 $822K
Mission Creek Capital Partners, Inc. 0.20% Reduce -47.2% 3,178 $822K
Rothschild Wealth LLC 0.23% Add +20.9% 3,174 $821K
Fiduciary Alliance LLC 0.08% Add +8.8% 3,165 $819K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.14% Reduce -1.8% 3,158 $818K
Asset Allocation & Management Company, LLC 0.41% Reduce -29.5% 3,161 $817K
Fulton Bank, N.A. 0.03% Add +12.6% 3,145 $813K
United Community Bank 0.30% New 3,142 $813K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -24.0% 3,118 $806K
Independence Bank of Kentucky 0.13% Reduce -6.6% 3,100 $802K
Plante Moran Financial Advisors, LLC 0.07% Add +4.1% 3,091 $799K
Alexander Labrunerie & Co., Inc. 0.35% Add +0.0% 3,081 $797K
Oldfather Financial Services, LLC 0.30% No change 3,077 $796K
Traction Financial Partners, LLC 0.62% Reduce -91.7% 3,076 $796K
Walled Lake Planning & Wealth Management, LLC 0.28% Add +2.1% 3,069 $794K
First National Trust Co 0.03% Reduce -69.4% 3,067 $793K
Keeley-Teton Advisors, LLC 0.10% No change 3,054 $790K
Deutsche Bank AG 0.00% Reduce -0.4% 3,049 $789K
Sovereign Financial Group, Inc. 0.18% Reduce -2.3% 3,033 $784K
Keel Point, LLC 0.06% Reduce -6.4% 3,025 $782K
Kieckhefer Group LLC 0.57% No change 3,021 $781K
Comprehensive Financial Planning, Inc. 0.76% Reduce -31.9% 3,013 $779K
Tme Financial, Inc. 0.68% Add +12.0% 3,009 $778K
LJI Wealth Management, LLC 0.15% Add +15.5% 3,009 $778K
Blue Trust, Inc. 0.01% Reduce -5.7% 3,006 $777K
Oakworth Capital, Inc. 0.05% Add +38.8% 3,005 $777K
WBH Advisory Inc. 0.07% Reduce -2.1% 2,998 $775K
MBM Wealth Consultants, LLC 0.23% No change 2,998 $775K
Pennington Partners & Co., LLC 0.44% Add +2.4% 2,973 $769K
First Business Financial Services, Inc. 0.08% Add +4.8% 2,969 $768K
Values Added Financial LLC 0.42% Add +21.7% 2,963 $766K
Capital Investment Advisors, LLC 0.01% Reduce -5.0% 2,962 $766K
Riverstone Advisors, LLC 0.46% Add +6.9% 2,944 $761K
Advisory Alpha, LLC 0.03% Add +6.6% 2,935 $759K
Brass Tax Wealth Management, Inc. 0.16% Add +2.2% 2,934 $759K
Tranquility Partners, LLC 0.29% Reduce -1.8% 2,933 $759K
NorthRock Partners, LLC 0.03% Reduce -15.9% 2,931 $758K
Blue Barn Wealth, LLC 0.39% Reduce -3.9% 2,927 $757K
Gallagher Capital Advisors, LLC 0.57% Add +1.4% 2,914 $754K
BIP Wealth, LLC 0.05% Add +0.3% 2,908 $752K
Sonata Capital Group Inc. 0.33% Reduce -1.2% 2,907 $752K
HBW Advisory Services LLC 0.11% Add +0.7% 2,888 $747K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +12.9% 2,876 $744K
Aufman Associates Inc 0.51% Add +0.5% 2,870 $742K
Johnson Financial Group, Inc. 0.04% Add +1.8% 2,857 $739K
Nottingham Advisors, Inc. 0.11% Reduce -3.6% 2,851 $737K
Compass Capital Corp. /Ma/ 0.39% Reduce -16.3% 2,857 $736K
Pecaut & Co. 0.25% Add +4.2% 2,842 $735K
McGuire Investment Group, LLC 0.11% Add +48.8% 2,827 $731K
Millington Financial Advisors, LLC 0.45% New 3,001 $731K
FAS Wealth Partners, Inc. 0.06% Add +0.4% 2,823 $730K
Strategic Advisors LLC 0.14% No change 2,822 $730K
Ferguson Wellman Capital Management, Inc. 0.01% Add +55.6% 2,800 $724K
Per Stirling Capital Management, LLC. 0.10% Add +1.8% 2,794 $723K
Traphagen Investment Advisors LLC 0.08% Reduce -1.0% 2,784 $720K
Private Wealth Group, LLC 0.42% No change 2,778 $718K
L.M. Kohn & Company 0.19% Add +21.2% 2,777 $718K
Warwick Investment Management, Inc. 0.15% Add +7.3% 2,774 $717K
Peterson Wealth Advisors, LLC 0.14% Reduce -2.7% 3,086 $717K
Vantage Financial Partners, LLC 0.18% Reduce -3.3% 2,752 $712K
Advance Capital Management, Inc. 0.03% Reduce -0.5% 2,750 $711K
Cypress Point Wealth Management, LLC 0.23% Reduce -22.5% 2,750 $711K
Greenline Partners, LLC 0.10% Reduce -90.7% 670 $711K
True North Advisors, LLC 0.13% Add +30.4% 2,747 $710K
Clarity Capital Partners LLC 0.29% Add +4.2% 2,746 $710K
Adamsbrown Wealth Consultants LLC 0.22% Add +2.4% 2,745 $710K
Legacy Private Trust Co. 0.05% Reduce -6.3% 2,742 $709K
Disciplined Investments, LLC 0.33% Add +11.4% 2,739 $708K
Gryphon Financial Partners LLC 0.10% Add +0.5% 2,731 $706K
First Interstate Bank 0.04% Reduce -4.6% 2,731 $706K
Ti-Trust, Inc. 0.47% Reduce -0.3% 2,729 $706K
Founders Financial Alliance, LLC 0.17% Add +91.8% 2,722 $704K
Keystone Financial Services, LLC 0.60% Add +81.5% 2,721 $704K
ETF Store, Inc. 0.86% Add +0.1% 2,720 $704K
R. W. Roge & Company, Inc. 0.38% Reduce -39.5% 2,711 $701K
Westshore Wealth, LLC 0.30% Add +0.1% 2,709 $701K
Grant/GrossMendelsohn, LLC 0.39% Reduce -9.1% 2,744 $699K
Thomasville National Bank 0.05% No change 2,696 $697K
Trueblood Wealth Management, LLC 0.32% Add +29.2% 2,693 $696K
Eagle Strategies LLC 0.12% Reduce -78.5% 2,684 $694K
Herold Advisors, Inc. 0.15% Reduce -0.6% 2,682 $694K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -28.7% 2,680 $693K
Onyx Bridge Wealth Group LLC 0.10% Add +0.8% 2,679 $693K
American Institute for Advanced Investment Management, LLP 0.53% Add +13.2% 2,668 $690K
Optivise Advisory Services LLC 0.39% Add +3.5% 2,658 $687K
BankPlus Wealth Management LLC 0.50% Add +142.0% 2,655 $687K
TFR Capital, LLC. 0.29% Add +5.4% 2,653 $686K
Pinnacle Bancorp, Inc. 0.22% Reduce -27.1% 2,631 $680K
Heritage Financial Services, LLC 0.07% Add +2.5% 2,630 $680K
Pachira Investments Inc. 0.47% Reduce -0.8% 2,628 $676K
Geneva Partners, LLC 0.35% Reduce -8.5% 2,611 $675K
BSW Wealth Partners 0.10% Add +7.0% 2,605 $674K
Horst & Graben Wealth Management LLC 0.12% Add +0.1% 2,601 $673K
Sightline Wealth Advisors, LLC 0.35% Reduce -10.9% 2,600 $672K
Financial Strategies Group, Inc. 0.16% Add +21.0% 2,730 $672K
DF Dent & Co. Inc. 0.01% Add +5.1% 2,594 $671K
Old North State Trust, LLC 0.43% No change 2,536 $670K
Noble Wealth Management PBC 0.46% Add +7.6% 2,588 $669K
Hutchens & Kramer Investment Management Group, LLC 0.37% Reduce -6.8% 2,583 $668K
Sovran Advisors, LLC 0.09% Add +6.1% 2,718 $668K
Bakala Capital LLC 3.83% Add +9.1% 2,582 $668K
Guyasuta Investment Advisors Inc. 0.04% Add +1.2% 2,581 $668K
Beacon Bank & Trust 0.16% Add +1.6% 2,580 $667K
Davidson Trust Co. 0.32% No change 2,576 $666K
Willis Investment Counsel 0.04% No change 2,567 $664K
Paragon Private Wealth Management, LLC 0.31% New 2,563 $663K
Certuity, LLC 0.07% No change 2,562 $663K
Empirical Asset Management, LLC 0.23% Add +34.0% 2,561 $662K
Grandfield & Dodd, LLC 0.04% Add +1.6% 2,559 $662K
Libra Wealth LLC 0.25% No change 2,557 $661K
L. Roy Papp & Associates, LLP 0.08% No change 2,541 $657K
Stone House Investment Management, LLC 0.13% Add +9.7% 2,535 $656K
J2 Capital Management Inc 0.60% Add +7.7% 2,519 $651K
Alerus Financial NA 0.05% Reduce -4.8% 2,510 $649K
Penobscot Investment Management Company, Inc. 0.06% Reduce -1.0% 2,508 $649K
Colonial Trust Co / SC 0.10% Reduce -48.8% 2,504 $648K
QRG Capital Management, Inc. 0.01% Reduce -15.2% 2,502 $647K
Welch Group, LLC 0.03% No change 2,515 $647K
Kirtland Hills Capital Management, LLC 0.39% Add +8.3% 2,617 $643K
Lee Danner & Bass Inc. 0.05% No change 2,480 $641K
Fiduciary Financial Group, LLC 0.14% Add +106.3% 2,675 $641K
Avantax Planning Partners, Inc. 0.02% Add +1.1% 2,476 $640K
Webster Bank, N. A. 0.07% Reduce -3.6% 2,475 $640K
Diligent Investors, LLC 0.15% No change 2,456 $635K
Howard Capital Management Group, LLC 0.05% No change 2,453 $634K
Chokshi & Queen Wealth Advisors, Inc 0.42% No change 2,452 $634K
Eagle Bay Advisors LLC 0.54% No change 2,445 $632K
Eagle Wealth Strategies LLC 0.38% Add +0.5% 2,424 $627K
Baron Wealth Management LLC 0.27% Add +0.1% 2,419 $626K
Vista Investment Partners Ii, LLC 0.35% Add +37.1% 2,415 $625K
Qube Research & Technologies Ltd 0.00% Reduce -91.9% 2,413 $624K
Buttonwood Financial Advisors Inc. 0.27% Reduce -4.2% 2,412 $624K
TOWER TRUST & INVESTMENT Co 0.50% — 2,434 $623K
Park Edge Advisors, LLC 0.17% Reduce -2.4% 2,404 $622K
Channel Wealth LLC 0.19% Reduce -9.1% 2,403 $621K
Physician Wealth Advisors, Inc. 0.11% Add +4.2% 2,393 $619K
Selective Wealth Management, Inc. 0.27% Reduce -9.0% 2,538 $618K
Fishman Jay A Ltd. 0.07% Reduce -18.0% 2,390 $618K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +2.7% 2,379 $615K
Root Financial Partners, LLC 0.07% Add +28.6% 2,377 $615K
Center For Asset Management LLC 0.38% Add +71.7% 2,376 $614K
Ranch Capital Advisors Inc. 0.29% Reduce -5.8% 2,369 $613K
Kera Capital Partners, Inc. 0.18% Add +0.3% 2,364 $611K
Quadrant Capital Group LLC 0.02% Reduce -9.9% 2,349 $607K
Grove Street Fiduciary, LLC 0.31% No change 2,337 $605K
Forum Financial Management, LP 0.01% Add +5.7% 2,335 $604K
WealthTrak Capital Management LLC 0.52% Reduce -5.1% 2,317 $599K
DecisionMap Wealth Management, LLC 0.46% Reduce -0.2% 2,315 $599K
GW&K Investment Management, LLC 0.01% No change 2,303 $596K
Fort Vancouver Investment Management, LLC 0.46% No change 2,303 $596K
Independent Advisor Alliance 0.02% Reduce -97.2% 2,299 $595K
Novak & Powell Financial Services, Inc. 0.37% Reduce -0.4% 2,293 $593K
CGN Advisors LLC 0.06% Add +70.2% 2,291 $593K
Moser Wealth Advisors, LLC 0.31% Add +6.3% 2,285 $591K
Moment Partners, LLC 0.12% Add +98.2% 2,285 $591K
Guardian Wealth Advisors, LLC 0.38% Reduce -17.3% 2,282 $590K
Valley Forge Investment Consultants Inc. Adv 0.21% Reduce -6.6% 2,278 $589K
Delta Financial Group, Inc. 0.13% Add +12.4% 2,198 $583K
Armstrong Henry H Associates Inc. 0.06% New 2,248 $581K
Members Trust Co 0.02% Add +95.4% 2,243 $580K
Comprehensive Money Management Services LLC 0.46% No change 2,225 $575K
Red Door Wealth Management, LLC 0.09% Add +9.1% 2,219 $574K
Leonard Rickey Investment Advisors P.L.L.C. 0.12% Reduce -0.3% 2,321 $573K
Inman Jager Wealth Management, LLC 0.43% Add +0.5% 2,215 $573K
Pacific Sun Financial Corp 0.32% Add +6.6% 2,200 $569K
GDS Wealth Management 0.05% Reduce -25.5% 2,197 $568K
Winthrop Capital Management, LLC 0.16% No change 2,188 $566K
Powers Advisory Group, LLC 0.27% Add +55.7% 2,188 $566K
Sequent Asset Management, LLC 0.32% No change 2,187 $566K
Diversified Portfolios, Inc. 0.06% Add +1.6% 2,180 $564K
Graney & King, LLC 0.42% Reduce -8.6% 2,175 $563K
Kennicott Capital Management LLC 0.37% No change 2,168 $561K
Davis R M Inc. 0.01% Add +25.9% 2,160 $559K
Olde Wealth Management, LLC 0.20% Add +0.4% 2,158 $558K
Waterloo Capital, L.P. 0.05% Add +11.4% 2,157 $558K
Waldron Private Wealth LLC 0.03% Reduce -31.6% 2,156 $558K
Paulson Wealth Management Inc. 0.16% Reduce -5.6% 2,147 $555K
Francis Financial, Inc. 0.13% Add +0.1% 2,142 $554K
Freestone Capital Holdings, LLC 0.02% Reduce -1.1% 2,127 $550K
Global Strategic Investment Solutions, LLC 0.06% Add +0.1% 2,124 $549K
Paces Ferry Wealth Advisors, LLC 0.27% No change 2,121 $548K
SpringVest Wealth Management LLC 0.45% Add +15.4% 2,118 $548K
Lifeworks Advisors, LLC 0.09% Add +28.6% 2,116 $547K
Evelyn Partners Asset Management Ltd 0.15% New 2,114 $547K
Financial Alternatives, Inc 0.39% No change 2,110 $546K
Prospera Capital Management, LLC 0.35% New 2,105 $544K
Accretive Wealth Partners, LLC 0.19% Add +73.3% 2,102 $544K
Canandaigua National Trust Co of Florida 0.48% Add +4.2% 2,101 $543K
Jaffetilchin Investment Partners, LLC 0.04% Add +82.8% 2,093 $541K
MAS Advisors LLC 0.83% Reduce -20.2% 2,086 $540K
World Equity Group, Inc. 0.15% Reduce -49.8% 2,087 $539K
Winebrenner Capital Management LLC 0.49% Reduce -1.6% 2,081 $538K
Unified Investment Management 0.64% No change 2,081 $538K
Journey Strategic Wealth LLC 0.02% Reduce -3.2% 2,080 $538K
Lodestone Wealth Management LLC 0.28% Add +0.3% 2,070 $535K
Ehrlich Financial Group 0.39% No change 2,068 $535K
Glen Eagle Advisors, LLC 0.09% Add +98.9% 2,065 $534K
Hickory Point Bank & Trust 0.47% New 2,058 $532K
Lyell Wealth Management, LP 0.05% No change 2,057 $532K
Geometric Wealth Advisors 0.09% Add +101.1% 2,051 $530K
Claris Financial LLC 0.35% No change 2,002 $529K
Palisade Asset Management, LLC 0.05% Add +0.1% 2,039 $527K
Wells Trecaso Financial Group, LLC 0.18% No change 2,038 $527K
Mairs & Power Inc. 0.01% Add +47.9% 2,038 $527K
Clark Asset Management, LLC 0.09% Add +0.3% 2,027 $524K
Slow Capital, Inc. 0.07% Reduce -19.8% 2,026 $524K
Mayfair Advisory Group, LLC 0.30% No change 2,025 $524K
FC Advisory LLC 0.18% No change 2,023 $523K
Astra Wealth Partners LLC 0.50% Add +5.2% 2,023 $523K
Goepper Burkhardt LLC 0.21% New 2,019 $522K
Nautilus Advisors LLC 0.43% Reduce -2.4% 2,019 $522K
Accel Wealth Management 0.19% Reduce -2.3% 2,018 $522K
Marshall Financial Group, LLC 0.11% Add +0.1% 2,012 $520K
Guidance Capital, Inc. 0.16% Reduce -3.1% 1,993 $520K
Grey Ledge Advisors, LLC 0.14% Reduce -0.7% 2,007 $519K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -2.4% 2,002 $518K
WNY Asset Management, LLC 0.06% Add +16.6% 1,998 $517K
Birchcreek Wealth Management, LLC 0.33% Add +9.9% 1,994 $516K
Orcam Financial Group 0.48% Add +0.3% 1,982 $513K
Security National Bank of So Dak 0.29% Add +5.3% 1,980 $512K
Moloney Securities Asset Management, LLC 0.07% Reduce -2.6% 1,979 $512K
Clarendon Private LLC 0.54% Add +103.4% 1,979 $512K
Novus Advisors, LLC 0.52% Add +8.8% 1,976 $511K
Impact Capital Partners LLC 0.18% Add +17.9% 1,973 $510K
SIMA Wealth Partners, LLC 0.42% No change 1,971 $510K
Gouws Capital LLC 0.33% New 1,957 $506K
Park Capital Management, LLC / WI 0.59% Reduce -25.7% 1,955 $506K
Octavia Wealth Advisors, LLC 0.06% Reduce -4.2% 1,954 $505K
Magnolia Capital Management Ltd. 0.43% No change 1,950 $504K
Howard Wealth Management, LLC 0.28% Reduce -1.2% 1,946 $503K
Redwood Financial Network Corp 0.38% Add +21.3% 1,945 $503K
Tyler-Stone Wealth Management 0.09% Add +0.1% 1,935 $500K
First Bank & Trust 0.10% Reduce -4.5% 1,929 $499K
Pettyjohn, Wood & White, Inc. 0.10% Reduce -2.1% 1,928 $499K
Wealth Management Nebraska 0.08% Add +25.5% 1,919 $496K
Sterling Financial Planning, Inc. 0.18% Add +2.9% 1,914 $495K
Busey Bank 0.02% Reduce -1.9% 1,909 $494K
Claro Advisors Inc. 0.07% Add +32.9% 1,902 $492K
Stokes Family Office, LLC 0.06% Reduce -3.1% 1,902 $492K
ABLE Financial Group, LLC 0.14% Reduce -10.8% 1,893 $490K
Willow Creek Wealth Management Inc. 0.05% Add +14.9% 1,891 $489K
Sara-Bay Financial 0.22% Add +7.0% 1,902 $489K
ETF Portfolio Partners, Inc. 0.15% No change 1,886 $488K
Stonebridge Financial Group, LLC 0.05% Reduce -1.6% 1,886 $488K
Elevatus Welath Management 0.28% Reduce -56.1% 1,884 $487K
SFG Wealth Management, LLC. 0.24% Add +0.6% 1,879 $486K
Galvin, Gaustad & Stein, LLC 0.04% No change 1,878 $486K
Equita Financial Network, Inc. 0.17% Reduce -4.9% 1,878 $486K
Acorn Wealth Advisors, LLC 0.20% Add +5.6% 1,877 $485K
Legacy Trust 0.12% Add +78.0% 1,872 $484K
Investment Advisory Group, LLC 0.16% Add +3.5% 1,872 $484K
Nixon Peabody Trust Co. 0.04% No change 1,870 $484K
TruNorth Capital Management, LLC 0.12% Add +5231.4% 1,866 $483K
Mengis Capital Management, Inc. 0.10% Add +21.3% 1,865 $482K
Copia Wealth Management 0.45% No change 1,863 $482K
TD Waterhouse Canada Inc. 0.00% Add +2.5% 1,857 $481K
Cannell & Spears LLC 0.01% Add +12.8% 1,846 $477K
L.K. Benson & Company, P.C. 0.33% Add +0.4% 1,843 $476K
North Star Asset Management Inc. 0.02% Reduce -4.3% 1,842 $476K
Athena Investment Management 0.29% No change 1,839 $476K
UNIVEST FINANCIAL Corp 0.03% Add +0.2% 1,836 $475K
BTC Capital Management, Inc. 0.04% New 1,835 $475K
Westmount Partners, LLC 0.14% Add +0.4% 1,835 $475K
Burkett Financial Services, LLC 0.19% Reduce -1.8% 1,831 $474K
WealthShield Partners, LLC 0.06% Add +2.6% 1,831 $474K
Annis Gardner Whiting Capital Advisors, LLC 0.20% No change 1,827 $472K
Urban Financial Advisory Corp 0.26% Add +412.6% 1,825 $472K
Saxon Interests, Inc. 0.22% Add +1.3% 1,822 $471K
Everstar Asset Management, LLC 0.31% Reduce -15.1% 1,815 $469K
Raffa Wealth Management, LLC 0.11% Add +0.1% 1,819 $468K
GHP Investment Advisors, Inc. 0.02% Add +4.6% 1,802 $466K
Private Management Group Inc. 0.02% No change 1,801 $466K
Topsail Wealth Management, LLC 0.09% Add +5.8% 1,800 $465K
Hummer Financial Advisory Services Inc 0.38% Add +118.1% 1,799 $465K
Live Oak Private Wealth LLC 0.08% Add +0.5% 1,799 $465K
Shira Ridge Wealth Management 0.23% No change 1,792 $463K
Grantvest Financial Group LLC 0.38% Add +6.7% 1,791 $463K
NorthLanding Financial Partners, LLC 0.45% Reduce -1.4% 1,781 $461K
Huntleigh Advisors, Inc. 0.08% Reduce -14.6% 1,781 $461K
Financial Partners Group, Inc 0.07% Add +0.4% 1,776 $459K
Ashton Thomas Securities, LLC 0.13% Reduce -23.4% 1,769 $458K
S&T Bank 0.15% Reduce -15.3% 1,767 $457K
Family Firm, Inc. 0.10% Add +0.3% 1,766 $457K
Bedel Financial Consulting, Inc. 0.07% New 1,761 $456K
Kovack Advisors, Inc. 0.05% New 1,755 $454K
Meridian Wealth Partners, LLC 0.07% Reduce -9.6% 1,753 $453K
Becker Capital Management Inc. 0.01% Add +13.6% 1,752 $453K
Capital City Trust Co. 0.12% Reduce -4.7% 1,750 $453K
Indiana Trust & Investment Management Co 0.16% No change 1,747 $452K
Compass Advisory Group LLC 0.16% No change 1,746 $452K
Tradewinds Capital Management, LLC 0.12% Reduce -3.8% 1,728 $447K
Better Money Decisions, LLC 0.30% Add +25.5% 1,726 $446K
Joseph P. Lucia & Associates, LLC 0.20% Reduce -0.6% 1,718 $444K
HBK Sorce Advisory LLC 0.01% Reduce -23.9% 1,717 $444K
Ascentis Independent Advisors 0.09% Add +10.0% 1,716 $444K
Cornerstone Advisors Asset Management, LLC 0.09% Reduce -2.7% 1,710 $442K
Verum Partners LLC 0.12% Add +1.5% 1,709 $442K
Signal Advisors Wealth, LLC 0.04% Reduce -25.7% 1,707 $441K
Cora Capital Advisors LLC 0.21% No change 1,706 $441K
Summit Wealth & Retirement Planning, Inc. 0.13% No change 1,699 $439K
CPC Advisors, LLC 0.06% Reduce -1.3% 1,695 $438K
Burke & Herbert Bank & Trust Co. 0.10% New 1,686 $436K
River Wealth Advisors LLC 0.06% Add +2.5% 1,686 $436K
Newport Capital Group, LLC 0.31% Add +6.8% 1,683 $435K
Wilkins Miller Wealth Management, LLC 0.33% Add +45.4% 1,682 $435K
Ellsworth Advisors, LLC 0.11% Add +0.2% 1,676 $434K
Naples Global Advisors, LLC 0.04% Add +2.1% 1,658 $429K
Convergence Financial, LLC 0.08% Add +5.6% 1,658 $429K
Heirloom Wealth Management 0.12% No change 1,652 $427K
Fairfield, Bush & Co. 0.27% Add +25.2% 1,650 $427K
Curbstone Financial Management Corp 0.09% Reduce -5.7% 1,650 $427K
Equitable Trust Co. 0.02% New 1,645 $425K
Logan Capital Management Inc. 0.02% No change 1,643 $425K
Olistico Wealth, LLC 0.26% Reduce -23.0% 1,642 $425K
Hardy Reed LLC 0.04% No change 1,640 $424K
North Star Investment Management Corp. 0.03% Add +19.8% 1,627 $421K
Westbourne Investments, Inc. 0.25% No change 1,621 $419K
Vertex Planning Partners, LLC 0.09% Add +3.6% 1,616 $418K
Centaurus Financial, Inc. 0.03% Reduce -18.3% 1,612 $417K
Allodium Investment Consultants, LLC 0.31% Add +0.2% 1,602 $414K
Cove Private Wealth, LLC 0.22% No change 1,600 $414K
Quadcap Wealth Management, LLC 0.06% Reduce -31.1% 1,597 $413K
Fortem Financial Group, LLC 0.16% Add +10.4% 1,596 $413K
2UniFi Bank 0.27% Add +0.5% 1,523 $412K
Elm3 Financial Group, LLC 0.36% Add +35.5% 1,590 $411K
Apexium Financial, LP 0.02% Add +53.1% 1,583 $409K
Investment Planning Advisors, Inc. 0.17% Add +9.9% 1,581 $409K
Parkside Financial Bank & Trust 0.05% Add +5.4% 1,580 $409K
MontVue Capital Management, Inc. 0.33% No change 1,571 $406K
Jordan Park Group LLC 0.03% No change 1,570 $406K
RVW Wealth, LLC 0.04% Reduce -11.3% 1,568 $406K
Northeast Financial Group, Inc. 0.15% Add +2.0% 1,564 $405K
Sigma Investment Counselors Inc. 0.02% Reduce -54.9% 1,565 $405K
Legacy Capital Wealth Partners, LLC 0.10% Add +3.6% 6,892 $405K
Bremer Bank National Association 0.07% Reduce -1.8% 1,560 $403K
Wimmer Associates 1, LLC 0.21% Reduce -3.8% 1,489 $402K
Towneley Capital Management, Inc / DE 0.09% Reduce -7.0% 1,556 $402K
Shepherd Financial Partners LLC 0.05% Add +34.8% 1,551 $401K
Waters Parkerson & Co., LLC 0.02% Add +40.9% 1,551 $401K
Edge Financial Advisors LLC 0.25% Add +10.8% 1,549 $401K
Granite Harbor Advisors, Inc. 0.21% Reduce -6.2% 1,549 $401K
Fragasso Financial Advisors Inc 0.03% Reduce -50.4% 1,548 $400K
Berger Financial Group, Inc 0.03% Reduce -4.2% 1,548 $400K
Kathmere Capital Management, LLC 0.03% No change 1,547 $400K
Signaturefd, LLC 0.01% Reduce -33.7% 1,540 $398K
Investment Partners Asset Management, Inc. 0.31% Add +0.5% 1,529 $395K
Pacific Sage Partners, LLC 0.09% No change 1,527 $395K
Fairway Wealth LLC 0.15% Add +10.1% 1,527 $395K
FSM Wealth Advisors, LLC 0.09% Add +71.3% 1,525 $394K
180 Wealth Advisors, LLC 0.06% Add +0.1% 1,520 $393K
Wealthcare Capital Partners, LLC 0.20% Add +8.0% 1,519 $393K
M1 Capital Management LLC 0.25% No change 1,518 $393K
Wealthstream Advisors, Inc. 0.07% Add +4.4% 1,516 $392K
Serenus Wealth Advisors, LLC 0.07% No change 1,514 $392K
Allred Capital Management, LLC 0.16% Reduce -1.5% 1,512 $391K
Transform Wealth, LLC 0.02% Reduce -2.9% 1,504 $389K
Aaron Wealth Advisors LLC 0.04% Reduce -0.1% 1,499 $388K
Frazier Financial Advisors, LLC 0.30% Add +279.0% 1,497 $387K
Armstrong, Fleming & Moore, Inc 0.47% New 1,495 $387K
Sloy Dahl & Holst, LLC 0.07% Reduce -10.3% 1,494 $386K
Matrix Asset Advisors Inc. 0.04% Add +11.3% 1,483 $384K
Stockman Wealth Management, Inc. 0.06% Add +3.6% 1,483 $384K
Mathes Company, Inc. 0.16% Reduce -10.1% 1,480 $383K
Midwest Capital Advisors, LLC 0.23% Reduce -16.8% 1,477 $382K
National Wealth Management Group, LLC 0.25% Add +2.8% 1,477 $382K
Hardin Capital Partners, LLC 0.23% No change 1,474 $381K
Venturi Wealth Management, LLC 0.02% Add +96.4% 1,465 $379K
B.O.S.S. Retirement Advisors, LLC 0.11% New 1,462 $378K
Womack Financial LLC 0.35% Reduce -13.8% 1,458 $377K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $375K
Canvas Wealth Advisors, LLC 0.10% Add +7.7% 1,521 $375K
Sunflower Bank, N.A. 0.10% No change 1,449 $375K
Pennsylvania Capital Management Inc. 0.14% Add +32.9% 1,445 $374K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,443 $373K
Opus Capital Group, LLC 0.05% New 1,433 $371K
Integrity Financial Corp 0.21% Add +27.7% 1,434 $371K
Tower View Wealth Management LLC 0.21% Add +0.5% 1,428 $369K
Gibbs Wealth Management 0.09% Add +8.3% 1,418 $367K
VERITY Wealth Advisors 0.27% Reduce -5.5% 1,417 $366K
Vestmark Advisory Solutions, Inc. 0.01% New 1,416 $366K
Aspire Growth Partners LLC 0.32% Add +6.1% 1,406 $366K
Balanced Wealth Group LLC 0.18% Reduce -10.3% 1,414 $366K
Cape Investment Advisory, Inc. 0.15% Add +3.8% 1,411 $365K
Evolution Advisers, Inc. 0.19% Add +1099.2% 1,415 $365K
Myecfo, LLC 0.19% Add +1.4% 1,410 $365K
Compass Planning Associates Inc 0.37% Add +7.7% 1,408 $364K
Smith Salley Wealth Management 0.02% Add +8.4% 1,407 $364K
Bogart Wealth, LLC 0.02% Add +2.3% 1,405 $363K
McCollum Christoferson Group LLC 0.11% Reduce -0.4% 1,403 $363K
Potentia Wealth 0.17% No change 1,400 $362K
EPG Wealth Management LLC 0.10% No change 1,397 $361K
Lowery Thomas, LLC 0.25% Add +0.5% 1,397 $361K
CFC Planning Co LLC 0.39% Add +0.1% 1,395 $361K
Aletheian Wealth Advisors LLC 0.20% No change 1,395 $361K
Burney Co./ 0.01% Add +25.0% 1,394 $361K
Sunburst Financial Group, LLC 0.09% No change 1,389 $359K
Prosperity Consulting Group, LLC 0.03% Reduce -1.8% 1,388 $359K
Radnor Capital Management, LLC 0.06% Add +61.4% 1,388 $359K
Granite FO LLC 0.20% No change 1,385 $358K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,381 $357K
LaSalle St. Investment Advisors, LLC 0.08% Add +59.1% 1,384 $357K
Valley National Advisers Inc. 0.06% No change 1,382 $357K
Alta Wealth Advisors LLC 0.16% Add +0.2% 1,378 $356K
Caldwell Sutter Capital, Inc. 0.17% Add +0.2% 1,375 $355K
1ST Source Bank 0.02% Reduce -0.7% 1,373 $355K
DGS Capital Management, LLC 0.09% Reduce -27.8% 1,370 $354K
Virtue Capital Management, LLC 0.04% New 1,370 $354K
FRG Family Wealth Advisors LLC 0.07% No change 1,369 $354K
First American Trust, FSB 0.03% Add +6.6% 1,370 $354K
Diversify Advisory Services, LLC 0.02% Reduce -46.0% 1,379 $353K
Ipsen Advisor Group LLC 0.30% Add +0.4% 1,366 $353K
LifeGuide Financial Advisors, LLC 0.14% No change 1,364 $353K
Client 1ST Advisory Group, LLC 0.14% No change 1,358 $351K
Penn Capital Management Company, LLC 0.03% Add +6.1% 1,357 $351K
Aberdeen Wealth Management LLC 0.24% Add +942.3% 1,355 $350K
Chicago Capital, LLC 0.01% Reduce -13.9% 1,350 $349K
Wayfinding Financial, LLC 0.15% Reduce -14.4% 1,352 $349K
Allspring Global Investments Holdings, LLC 0.00% Add +175.9% 1,338 $349K
Silverlake Wealth Management LLC 0.13% Add +2.7% 1,348 $349K
One Wealth Management Investment & Advisory Services, LLC 0.58% No change 1,347 $348K
Westside Investment Management, Inc. 0.07% Add +8.9% 1,341 $347K
Cobblestone Capital Advisors LLC 0.02% Reduce -37.9% 1,340 $347K
Richards, Merrill & Peterson, Inc. 0.18% Add +3.1% 1,335 $345K
Prepared Retirement Institute LLC 0.22% No change 1,331 $344K
Regent Peak Wealth Advisors LLC 0.08% Reduce -5.6% 1,326 $343K
Juncture Wealth Strategies, LLC 0.13% Reduce -3.7% 1,320 $341K
Wealth Management Strategies, Inc. 0.23% Add +0.5% 1,320 $341K
Code Waechter LLC 0.28% New 1,318 $341K
Invesco Ltd. 0.00% Reduce -2.8% 1,309 $339K
Avaii Wealth Management, LLC 0.18% No change 1,306 $338K
Trexquant Investment LP 0.00% New 1,305 $337K
Susquehanna International Group, LLP 0.00% New 1,300 $336K
Trace Wealth Advisors, LLC 0.30% No change 1,299 $336K
Falcon Wealth Planning 0.04% Reduce -26.9% 1,295 $335K
Hibernia Wealth Partners, LLC 0.24% Add +1.6% 1,295 $335K
Willis Johnson & Associates, Inc. 0.03% Reduce -5.8% 1,294 $335K
Vestor Capital, LLC 0.03% Reduce -4.4% 1,290 $334K
Strategic Financial Services, Inc. 0.02% Reduce -16.2% 1,290 $334K
Providence Capital Advisors, LLC 0.07% Add +5.3% 1,289 $333K
KWB Wealth 0.04% Reduce -0.2% 1,262 $333K
Madison Wealth Partners, Inc 0.08% Reduce -0.1% 1,285 $332K
Morton Capital Management LLC 0.06% No change 1,283 $332K
Donaldson Capital Management, LLC 0.01% New 1,281 $331K
ARS Wealth Advisors Group, LLC 0.05% Add +8.6% 1,280 $331K
Unique Wealth, LLC 0.06% Add +4.4% 1,274 $329K
Seneca Financial Advisors LLC 0.16% No change 1,267 $328K
Fairman Group, LLC 0.30% Add +0.4% 1,245 $327K
Dentgroup LLC 0.25% No change 1,266 $327K
Martin Worley Group 0.19% Add +2.4% 1,264 $327K
Whalerock Point Partners, LLC 0.08% No change 1,255 $325K
Gimbal Financial 0.29% No change 1,252 $324K
Naviter Wealth, LLC 0.04% Reduce -0.1% 1,250 $323K
David J Yvars Group 0.25% No change 1,243 $321K
Bordeaux Wealth Advisors LLC 0.06% Add +5.4% 1,243 $321K
Capstone Wealth Management Group LLC 0.26% Reduce -5.5% 1,241 $321K
Penobscot Wealth Management 0.13% Add +1.2% 1,239 $320K
GK Wealth Management LLC 0.40% Add +14.3% 1,237 $320K
Argent Advisors, Inc. 0.11% Reduce -3.1% 1,237 $320K
Kings Path Partners LLC 0.16% Add +0.1% 1,237 $320K
Crews Bank & Trust 0.05% Reduce -1.2% 1,236 $320K
Clearstead Trust, LLC 0.07% Reduce -9.0% 1,230 $318K
Farmers & Merchants Trust Co of Chambersburg PA 0.11% Reduce -1.4% 1,228 $318K
HT Partners LLC 0.11% No change 1,226 $317K
Aviance Capital Partners, LLC 0.04% New 1,223 $316K
Bay Capital Advisors, LLC 0.26% Reduce -30.9% 1,222 $316K
Cladis Investment Advisory, LLC 0.23% No change 1,220 $316K
Cooper Financial Group 0.04% Add +6.1% 1,217 $315K
First Financial Bank - Trust Division 0.03% Reduce -0.2% 1,217 $315K
Clifford Swan Investment Counsel LLC 0.01% Add +5.0% 1,213 $314K
Grunden Financial Advisory, Inc. 0.15% No change 1,200 $310K
YHB Investment Advisors, Inc. 0.03% No change 1,200 $310K
Old Port Advisors 0.09% Reduce -4.7% 1,198 $310K
SYM FINANCIAL Corp 0.04% Reduce -7.4% 1,195 $309K
Monument Group Wealth Advisors, LLC 0.21% New 1,192 $308K
Braun Stacey Associates Inc. 0.01% Add +52.8% 1,192 $308K
Sharp Wealth Advisory, LLC 0.24% No change 1,190 $308K
Private Wealth Partners, LLC 0.03% No change 1,188 $307K
Ironwood Wealth Management, LLC. 0.09% Add +6.7% 1,187 $307K
Glassman Wealth Services 0.05% Add +0.3% 1,182 $306K
Prosperity Planning, Inc. 0.14% No change 1,181 $305K
Washington Trust Advisors, Inc. 0.03% Add +13.1% 1,181 $305K
Blake Schutter Theil Wealth Advisors, LLC 0.35% Add +0.3% 1,178 $305K
Ameriflex Group, Inc. 0.12% Add +2.4% 1,178 $305K
Citizens National Bank Trust Department 0.07% Add +695.3% 1,177 $304K
Genesis Private Wealth, LLC 0.16% Reduce -8.7% 1,176 $304K
KOM Wealth Management Group, LLC 0.27% Reduce -13.3% 1,176 $304K
Obsidian Personal Planning Solutions LLC 0.13% Reduce -2.8% 1,177 $301K
Cambridge Capital Management, LLC 0.19% Add +0.4% 1,163 $301K
Cadinha & Co. LLC 0.06% No change 1,162 $301K
Wambolt & Associates, LLC 0.10% Reduce -47.6% 1,145 $297K
FourThought Financial Partners, LLC 0.03% Add +14.8% 1,147 $297K
Midwest Professional Planners, LTD. 0.09% Reduce -3.2% 1,144 $296K
SkyOak Wealth, LLC 0.06% Reduce -3.9% 1,143 $296K
Snider Financial Group 0.10% Add +9.7% 1,141 $295K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Add +3.1% 1,209 $295K
Camelot Technology Advisors, Inc. 0.27% Add +0.3% 1,137 $294K
PKS Advisory Services, LLC 0.08% Add +4.3% 1,136 $294K
Zacks Investment Management 0.00% Add +2.1% 1,135 $294K
Opal Wealth Advisors, LLC 0.09% Add +22.9% 1,134 $293K
Wick Capital Partners, LLC 0.09% New 1,134 $293K
Bath Savings Trust Co 0.03% Add +2.7% 1,133 $293K
LPF Advisors LLC 0.24% Add +0.2% 1,126 $291K
Vicus Capital 0.03% Reduce -2.0% 1,126 $291K
MKT Advisors LLC 0.14% Add +0.1% 1,240 $288K
Michels Family Financial, LLC 0.26% Add +1.1% 1,111 $287K
Hoese & Co LLP 0.25% No change 1,110 $287K
Aquire Wealth Advisors, LLC 0.09% Add +39.9% 1,108 $287K
RDA Financial Network 0.09% Reduce -44.0% 1,108 $287K
WMG Financial Advisors, LLC 0.12% Add +0.4% 1,108 $287K
American Financial & Tax Strategies Inc. 0.15% Reduce -0.5% 1,108 $286K
Money Concepts Capital Corp. 0.02% Add +14.3% 1,104 $286K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.6% 1,102 $285K
Gerber Kawasaki Wealth & Investment Management 0.01% Add +0.9% 1,101 $285K
Fortress Private Ledger, LLC 0.16% Add +12.6% 1,101 $285K
Bfsg, LLC 0.03% Add +109.5% 1,098 $284K
Hoxton Planning & Management, LLC 0.11% Reduce -3.9% 1,097 $284K
West Michigan Advisors, LLC 0.09% Add +0.2% 1,095 $283K
Barrett & Company, Inc. 0.12% No change 1,093 $283K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -85.2% 1,091 $282K
Passive Capital Management, LLC. 0.09% New 1,090 $282K
Edgemoor Investment Advisors, Inc. 0.03% No change 1,090 $282K
Foundation Wealth Management, LLC\PA 0.13% No change 1,090 $282K
Carson Advisory Inc. 0.19% Add +3.5% 1,089 $282K
HTG Investment Advisors, Inc. 0.12% No change 1,089 $282K
Sensible Money, LLC 0.12% No change 1,086 $281K
Sageworth Trust Co of South Dakota 0.34% No change 1,080 $279K
Silvercrest Asset Management Group LLC 0.00% Reduce -60.2% 1,079 $279K
Helium Advisors LLC 0.20% Add +0.4% 1,078 $279K
Weitzel Financial Services, Inc. 0.13% No change 1,119 $279K
First Community Trust NA 0.24% Reduce -17.0% 1,067 $276K
Dearborn Partners LLC 0.01% Add +6.4% 1,066 $276K
PCG Asset Management, LLC 0.26% Add +37.4% 1,066 $276K
Investors Asset Management of Georgia Inc. /Ga/ 0.14% Add +14.2% 1,059 $274K
Parcion Private Wealth LLC 0.02% New 1,059 $274K
Klingman & Associates, LLC 0.02% Reduce -16.2% 1,059 $274K
Mfa Wealth Advisors, LLC 0.07% Add +13.2% 1,055 $273K
Safeguard Investment Advisory Group, LLC 0.07% Add +27.6% 1,055 $273K
Cambridge Financial Group, LLC 0.12% Reduce -66.3% 1,053 $272K
Element Wealth, LLC 0.15% Add +0.1% 1,049 $271K
Insigneo Advisory Services, LLC 0.03% New 1,047 $271K
Sonoma Private Wealth LLC 0.37% Reduce -59.0% 1,045 $270K
Correct Capital Wealth Management 0.05% No change 1,042 $269K
Nova Wealth Management, Inc. 0.23% New 1,041 $269K
Financial Symmetry Inc 0.16% New 1,036 $268K
Embree Financial Group 0.04% Add +2.0% 1,035 $268K
Axis Wealth Partners, LLC 0.20% Reduce -3.6% 1,029 $266K
Bensler, LLC 0.03% Add +6.8% 1,024 $265K
tru Independence LLC 0.08% No change 1,022 $264K
Covestor Ltd 0.18% Reduce -6.5% 1,022 $264K
Kanawha Capital Management LLC 0.02% Reduce -7.0% 1,019 $263K
Madison Asset Management, LLC 0.00% New 1,017 $263K
Echo Wealth Management, LLC 0.18% Reduce -0.7% 1,016 $263K
Crumly & Associates Inc. 0.07% Add +2.0% 1,016 $263K
Trilogy Capital Inc. 0.01% New 1,016 $263K
Raab & Moskowitz Asset Management LLC 0.07% No change 1,014 $262K
Acima Private Wealth, LLC 0.09% No change 1,007 $260K
Tradition Wealth Management, LLC 0.02% Add +16.0% 1,007 $260K
Tilia Fiduciary Partners, Inc. 0.17% Add +22.5% 1,006 $260K
RAM Investment Partners, LLC 0.06% Reduce -44.3% 1,006 $260K
Clearwater Capital Advisors, LLC 0.03% Reduce -1.8% 1,006 $260K
Compass Financial Group, INC 0.05% Reduce -3.0% 1,005 $260K
Kavar Capital Partners Group, LLC 0.04% No change 1,005 $260K
Tolleson Wealth Management, Inc. 0.05% No change 1,004 $260K
Summit Asset Management, LLC 0.04% No change 1,002 $259K
Capital Advisors, Ltd. LLC 0.03% Reduce -8.3% 1,000 $259K
Searle & Co. 0.07% No change 1,000 $259K
Columbia Bank 0.09% Add +3.5% 995 $257K
Lathrop Investment Management Co. 0.05% No change 993 $257K
Level Wealth Management LLC 0.17% No change 992 $257K
Enzi Wealth 0.10% Reduce -12.2% 1,010 $256K
Earned Wealth Advisors, LLC 0.06% Add +7.5% 989 $256K
M Wealth Management, LLC 0.24% Add +0.4% 988 $256K
Madison Park Capital Advisors, LLC 0.22% Add +0.5% 986 $255K
Toth Financial Advisory Corp. 0.03% Reduce -28.9% 982 $254K
MTM Investment Management, LLC 0.10% Add +18.1% 974 $253K
Strategic Financial Planning, Inc. 0.17% No change 975 $252K
WealthCare Investment Partners, LLC 0.11% Add +21.0% 1,049 $252K
Capital Advisors Inc. 0.01% Reduce -4.7% 973 $252K
Legacy Bridge, LLC 0.14% Add +99.6% 972 $251K
Private Capital Management, LLC 0.03% New 969 $251K
Greenwood Capital Associates LLC 0.03% New 967 $250K
Gibson Wealth Advisors LLC 0.20% No change 966 $250K
Calton & Associates, Inc. 0.06% New 963 $249K
Maridea Wealth Management LLC 0.08% Reduce -7.9% 962 $249K
Norris Perne & French LLP 0.02% No change 962 $249K
Tocqueville Asset Management L.P. 0.00% Reduce -78.6% 962 $249K
Strategic Financial Concepts, LLC 0.05% Reduce -18.0% 961 $249K
Astoria Portfolio Advisors LLC. 0.08% Reduce -41.4% 995 $248K
Edgestream Partners, L.P. 0.01% New 956 $247K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $247K
Ted Buchan & Co 0.12% Add +10.5% 954 $247K
Regimen Wealth, LLC 0.08% Add +8.1% 947 $247K
Townsend Asset Management Corp. /NC/ 0.09% Reduce -19.3% 952 $246K
North Capital, Inc. 0.23% — 950 $246K
CCG Wealth Management, LLC 0.15% New 950 $246K
Ballentine Capital Advisors, Inc 0.12% No change 950 $246K
Tradewinds, LLC. 0.07% No change 944 $244K
Northeast Planning Associates, Inc. / NH / 0.20% Reduce -0.6% 943 $244K
Astoria Strategic Wealth, Inc. 0.07% Add +3.4% 938 $243K
Mendel Capital Management LLC 0.15% No change 932 $241K
Brooklyn Investment Group 0.05% Add +86.4% 932 $241K
McLean Asset Management Corp 0.08% Add +14.3% 1,050 $240K
Greenfield Savings Bank 0.12% No change 926 $239K
Miller Financial Services LLC 0.34% Reduce -9.8% 925 $239K
Portside Wealth Group, LLC 0.04% Reduce -9.1% 924 $239K
One Wealth Advisors, LLC 0.04% No change 923 $239K
Midwest Financial Group LLC 0.14% Add +1.9% 920 $238K
Financial & Tax Architects, LLC 0.06% Reduce -71.4% 920 $238K
First National Advisers, LLC 0.04% No change 918 $237K
Barclays PLC 0.00% No change 917 $237K
Lee Financial Co 0.04% Reduce -11.1% 916 $237K
Arvest Bank Trust Division 0.01% Reduce -77.6% 915 $237K
Tyche Wealth Partners LLC 0.05% Reduce -13.3% 914 $236K
Thrive Wealth Management, LLC 0.05% Add +0.7% 914 $236K
Elevation Capital Advisory, LLC 0.10% New 913 $236K
Prairie Wealth Advisors, Inc. 0.12% Add +0.3% 913 $236K
Wallace Capital Management Inc. 0.03% New 911 $236K
RWQ Financial Management Services, Inc. 0.15% New 905 $234K
GSG Advisors LLC 0.08% New 948 $234K
Eastern Bank 0.00% No change 898 $232K
Team Hewins, LLC 0.09% No change 897 $232K
Northwest Financial Advisors 0.19% Add +0.3% 896 $232K
Corundum Group, Inc. 0.11% No change 890 $230K
First Long Island Investors, LLC 0.02% No change 890 $230K
Financial Advisors Network, Inc. 0.04% New 881 $228K
Henrickson Nauta Wealth Advisors, Inc. 0.09% No change 950 $228K
Cathy Pareto & Associates, Inc. 0.20% Add +0.5% 878 $227K
Horizon Investment Services, LLC 0.11% Add +4.8% 878 $227K
First Heartland Consultants, Inc. 0.02% New 878 $227K
Osborne Partners Capital Management, LLC 0.01% Reduce -0.6% 876 $227K
Trustco Bank Corp. N Y 0.24% Reduce -8.5% 873 $226K
Greenspring Advisors, LLC 0.05% No change 873 $226K
Legacy Financial Advisors, Inc. 0.04% New 872 $225K
Csenge Advisory Group 0.01% Reduce -24.8% 914 $225K
Basso Capital Management, L.P. 0.19% No change 867 $224K
Valley Brook Capital Group, Inc. 0.18% Reduce -0.5% 867 $224K
Prasad Wealth Partners, LLC 0.07% Add +0.2% 863 $223K
Register Financial Advisors LLC 0.12% Add +26.8% 860 $223K
Everpar Advisors LLC 0.12% No change 859 $222K
Gries Financial LLC 0.04% No change 858 $222K
Plotkin Financial Advisors, LLC 0.14% No change 857 $222K
Divergent Planning, LLC 0.07% Reduce -3.7% 843 $221K
Meritage Portfolio Management 0.01% Add +0.3% 853 $221K
Denver Wealth Management, Inc. 0.10% Add +0.5% 853 $220K
Sentry LLC 0.04% No change 850 $220K
Lansing Street Advisors 0.07% Reduce -1.4% 847 $219K
Orrstown Financial Services Inc. 0.05% Reduce -28.7% 846 $219K
Envision Financial Planning, LLC 0.11% Add +0.1% 843 $218K
Wolf Group Capital Advisors 0.07% New 839 $217K
Pasadena Private Wealth, LLC 0.04% New 838 $217K
Vermillion Wealth Management, Inc. 0.06% Reduce -0.2% 838 $217K
Patton Albertson Miller Group, LLC 0.03% No change 837 $216K
Bank of Nova Scotia 0.00% Reduce -8.2% 835 $216K
Trek Financial, LLC 0.02% Reduce -2.4% 830 $215K
Darden Wealth Group Inc 0.17% No change 828 $214K
Teachers Insurance & Annuity Association of America 0.29% No change 827 $214K
Creegan & Nassoura Financial Group, LLC 0.14% No change 825 $213K
Abacus Planning Group, Inc. 0.04% No change 824 $213K
United Advisor Group, LLC 0.04% Reduce -17.0% 823 $213K
Sound Stewardship, LLC 0.12% Reduce -2.5% 818 $212K
Flower City Capital 0.14% No change 818 $211K
Mechanics Bank Trust Department 0.03% Reduce -3.0% 817 $211K
ROI Financial Advisors, LLC 0.15% Add +0.9% 816 $211K
MRWM Advisors, LLC 0.15% No change 811 $210K
Trust Co 0.02% Reduce -6.7% 810 $209K
Main Management LLC 0.02% No change 807 $209K
Essex LLC 0.05% Reduce -0.5% 808 $209K
RMR Wealth Builders 0.02% Reduce -8.4% 807 $209K
Spirepoint Private Client, LLC 0.03% New 804 $208K
HFG Advisors, Inc. 0.18% No change 803 $208K
LFA - Lugano Financial Advisors SA 0.14% No change 800 $207K
Bantamac Capital, LLC 0.10% No change 800 $207K
Integris Wealth Management, LLC 0.06% No change 796 $206K
Noesis Capital Mangement Corp. 0.04% New 796 $206K
Columbia Advisory Partners LLC 0.18% Reduce -58.5% 793 $205K
Summit X, LLC 0.04% No change 793 $205K
WealthTrust Asset Management, LLC 0.15% Reduce -4.2% 792 $205K
Sittner & Nelson, LLC 0.09% Add +7.8% 792 $205K
Creekmur Asset Management LLC 0.04% Add +1240.7% 791 $205K
Intrepid Financial Planning Group LLC 0.09% Reduce -19.8% 790 $204K
Wall Street Financial Group, Inc. 0.21% New 789 $204K
American National Bank & Trust 0.02% Add +2.3% 788 $204K
Mission Financial Group, LLC 0.19% — 709 $204K
One Day In July LLC 0.02% Reduce -4.3% 786 $203K
Middleton & Co. Inc. 0.02% Reduce -3.1% 784 $203K
DHJJ Financial Advisors, Ltd. 0.08% Add +1.8% 783 $203K
Prospect Financial Group LLC 0.26% No change 782 $202K
Beacon Capital Management, LLC 0.03% Reduce -26.9% 781 $202K
Hubbell Strickland Wealth Management, LLC 0.10% New 780 $202K
CLG LLC 0.07% New 776 $201K
Websterrogers Financial Advisors, LLC 0.07% Reduce -6.7% 776 $201K
Strengthening Families & Communities, LLC 0.12% Reduce -2.4% 824 $199K
Tortoise Investment Management, LLC 0.02% No change 756 $196K
HHM Wealth Advisors, LLC 0.03% No change 755 $195K
Brown, Lisle/Cummings, Inc. 0.06% No change 751 $194K
Christopher J. Hasenberg, Inc 0.08% Add +1671.4% 744 $193K
Godsey & Gibb, Inc. 0.02% No change 726 $188K
Flaharty Asset Management, LLC 0.03% New 723 $187K
Key Financial Inc 0.04% Add +14.7% 720 $186K
Rossby Financial, LCC 0.08% New 734 $186K
Family Manage LLC 0.03% Reduce -4.1% 702 $182K
Rothschild Investment LLC 0.01% No change 700 $181K
Richardson Capital Management LLC 0.11% Reduce -6.7% 694 $180K
C M Bidwell & Associates Ltd. 0.11% Reduce -12.4% 678 $175K
Rise Advisors, LLC 0.08% Add +0.5% 661 $171K
Morling Financial Advisors, LLC 0.06% Reduce -1.5% 651 $168K
10Elms LLP 0.20% No change 640 $166K
Hurley Capital, LLC 0.13% Add +784.7% 637 $165K
Princeton Global Asset Management LLC 0.03% No change 632 $163K
Compass Financial Services Inc 0.09% Add +0.5% 627 $162K
Dagco, Inc. 0.05% New 611 $158K
Realta Investment Advisors 0.07% Add +2.5% 607 $157K
Red Lighthouse Investment Management, LLC 0.06% Add +1.8% 624 $156K
Garrison Bradford & Associates Inc. 0.17% New 600 $155K
Marshall Investment Management, LLC 0.10% Reduce -17.7% 596 $154K
Synergy Investment Management, LLC 0.06% Reduce -4.8% 595 $154K
New Millennium Group LLC 0.10% Reduce -1.0% 580 $150K
Compass Wealth Management LLC 0.04% Reduce -6.5% 575 $149K
Clean Yield Group 0.05% Reduce -20.9% 568 $147K
PrairieView Partners, LLC 0.02% No change 565 $146K
Breakwater Investment Management 0.06% No change 563 $146K
Sunbelt Securities, Inc. 0.01% Reduce -15.7% 555 $144K
Hantz Financial Services, Inc. 0.00% New 549 $142K
Transce3nd, LLC 0.06% Reduce -65.3% 547 $141K
Solstein Capital, LLC 0.08% No change 537 $139K
Cardiff Park Advisors, LLC 0.01% Reduce -2.6% 523 $135K
Global Trust Asset Management, LLC 0.08% Reduce -32.8% 523 $135K
Reyes Financial Architecture, Inc. 0.10% No change 514 $133K
Evelyn Partners Investment Management Services Ltd 0.02% New 509 $132K
Intelligent Financial Strategies 0.07% Add +3.3% 508 $131K
Mycio Wealth Partners, LLC 0.03% No change 507 $131K
Mb, Levis & Associates, LLC 0.06% Add +0.6% 501 $130K
IMG Wealth Management, Inc. 0.11% Reduce -14.0% 487 $126K
Citadel Advisors 0.00% Reduce -84.5% 487 $126K
DecisionPoint Financial, LLC 0.04% No change 480 $124K
Richardson Financial Services Inc. 0.09% Reduce -3.3% 476 $123K
SBI Securities Co., Ltd. 0.00% Reduce -2.1% 475 $123K
Evergreen Private Wealth LLC 0.06% Add +56.3% 475 $123K
Zions Bancorporation, National Association 0.01% — 471 $122K
Family CFO Inc 0.07% No change 469 $121K
Park Place Capital Corp 0.03% New 468 $121K
Tompkins Financial Corp. 0.01% Add +4.5% 463 $120K
Quest 10 Wealth Builders, Inc. 0.13% Add +16.5% 460 $119K
Cherry Tree Wealth Management, LLC 0.03% No change 458 $118K
FSA Wealth Management LLC 0.05% Add +1757.7% 483 $118K
Greykasell Wealth Strategies, Inc. 0.06% New 450 $116K
NWK Group, Inc. 0.05% No change 448 $116K
North Ridge Wealth Advisors, Inc. 0.08% Add +10900.0% 440 $114K
Front Row Advisors LLC 0.04% No change 435 $113K
Quent Capital, LLC 0.01% Reduce -28.9% 434 $112K
Tucker Asset Management LLC 0.04% Reduce -7.1% 431 $112K
Bell Investment Advisors, Inc 0.02% No change 430 $111K
Global Financial Private Client, LLC 0.04% Reduce -0.2% 422 $109K
Broadwater Capital Management LLC 0.08% No change 415 $107K
von Borstel & Associates, Inc. 0.03% New 410 $106K
Hollencrest Capital Management 0.00% Reduce -24.3% 406 $105K
MCF Advisors LLC 0.01% Add +5.0% 401 $104K
Birch Capital Management, LLC 0.05% Reduce -25.9% 391 $101K
Provident Wealth Management, LLC 0.03% No change 374 $97K
Pacifica Partners Inc. 0.04% Add +0.3% 386 $96K
Laurel Wealth Advisors LLC 0.01% No change 356 $92K
Nemes Rush Group LLC 0.01% Add +2.1% 343 $89K
Proathlete Wealth Management LLC 0.03% New 342 $88K
CVA Family Office, LLC 0.01% Add +0.3% 339 $88K
Arlington Trust Co LLC 0.02% Add +221.9% 338 $87K
Maryland Capital Advisors Inc. 0.04% No change 316 $82K
Centennial Bank 0.04% No change 315 $81K
Abound Wealth Management 0.03% Reduce -21.2% 312 $81K
Founders Capital Management 0.05% No change 303 $78K
Concord Wealth Partners 0.01% Add +0.7% 302 $78K
SWAN Capital LLC 0.04% Add +9.4% 302 $78K
London Co. of Virginia 0.00% Reduce -59.3% 295 $76K
Wealth Preservation Advisors, LLC 0.05% — 292 $76K
Promus Capital, LLC 0.06% No change 284 $73K
Keener Financial Planning LLC 0.05% No change 283 $73K
Ritter Daniher Financial Advisory LLC / DE 0.02% Reduce -18.3% 282 $73K
BankPlus Trust Department 0.02% No change 275 $71K
GPS Wealth Strategies Group, LLC 0.01% Add +0.4% 268 $69K
Kozak & Associates, Inc. 0.02% Add +4.9% 277 $68K
Morris Financial Concepts, Inc. 0.03% No change 253 $65K
Armstrong Advisory Group, Inc. 0.01% No change 246 $65K
SRH Advisors, LLC 0.02% No change 245 $63K
Vermillion & White Wealth Management Group, LLC 0.05% No change 242 $63K
Winch Advisory Services, LLC 0.02% Add +8.6% 241 $62K
Motco 0.01% No change 240 $62K
Sterling Capital Management LLC 0.00% Reduce -8.4% 240 $62K
Sawyer & Company, Inc 0.02% Add +0.4% 236 $61K
Hughes Financial Services, LLC 0.01% New 232 $60K
Fairscale Capital, LLC 0.05% No change 232 $60K
Financial Perspectives, Inc 0.02% Reduce -36.5% 231 $60K
Perritt Capital Management Inc 0.03% Add +0.4% 230 $60K
Atticus Wealth Management, LLC 0.02% Reduce -10.5% 230 $60K
Bernard Wealth Management Corp. 0.03% No change 225 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 222 $57K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 220 $57K
Hoey Investments, Inc. 0.01% Add +0.5% 216 $56K
Financial Connections Group, Inc. 0.02% No change 205 $53K
one8zero8, LLC 0.01% New 202 $52K
Legacies Wealth LLC 0.04% No change 200 $52K
Union Savings Bank 0.02% No change 196 $51K
Financial Network Wealth Advisors LLC 0.07% Add +2337.5% 195 $50K
Insight Inv LLC 0.03% No change 191 $49K
Archer Investment Corp 0.01% Reduce -0.5% 190 $49K
Hanson & Doremus Investment Management 0.01% No change 188 $49K
Redmont Wealth Advisors LLC 0.09% New 187 $48K
LRI Investments, LLC 0.00% Add +1.1% 187 $48K
PFS Partners, LLC 0.03% Add +0.5% 186 $48K
Running Point Capital Advisors, LLC 0.01% No change 178 $46K
Strategic Investment Solutions, Inc. 0.01% No change 174 $45K
Angeles Wealth Management, LLC 0.00% No change 163 $42K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -20.1% 163 $42K
Atlantic Private Wealth, LLC 0.03% New 155 $40K
Cornerstone Planning Group LLC 0.01% Add +22.5% 158 $39K
Peoples Bank 0.03% No change 150 $39K
Signature Resources Capital Management, LLC 0.03% Add +83.8% 147 $38K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -28.9% 148 $38K
Millstone Evans Group, LLC 0.03% Reduce -13.2% 145 $38K
Orion Capital Management LLC 0.02% No change 143 $37K
Blume Capital Management, Inc. 0.01% No change 139 $36K
Arjuna Capital 0.01% New 138 $36K
Avalon Trust Co 0.00% Reduce -66.8% 133 $34K
First Pacific Financial 0.01% New 132 $34K
Pin Oak Investment Advisors Inc. 0.03% No change 133 $34K
Hemington Wealth Management 0.01% No change 135 $34K
Main Street Group, LTD 0.01% Reduce -18.6% 131 $34K
ESL Trust Services, LLC 0.01% No change 130 $34K
Pillar Financial Advisors, LLC 0.02% Reduce -46.4% 127 $33K
Pineridge Advisors LLC 0.01% Add +13.8% 124 $32K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $31K
Coston, McIsaac & Partners 0.01% Reduce -16.6% 121 $31K
CNB Bank 0.02% No change 118 $31K
Resources Management Corp. /CT/ 0.00% No change 116 $30K
AllSquare Wealth Management LLC 0.02% No change 110 $28K
Armor Investment Advisors, LLC 0.01% No change 105 $27K
Headlands Technologies LLC 0.00% New 104 $27K
Versant Capital Management, Inc 0.00% No change 94 $24K
Raleigh Capital Management Inc. 0.01% Reduce -36.2% 90 $23K
New Republic Capital, LLC 0.01% No change 89 $23K
TCTC Holdings, LLC 0.00% No change 88 $23K
Semmax Financial Advisors Inc. 0.01% Add +4150.0% 85 $22K
ORG Partners LLC 0.01% Reduce -32.5% 85 $22K
Safe Harbor Fiduciary, LLC 0.02% New 82 $21K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $21K
Aventura Private Wealth, LLC 0.01% No change 79 $20K
Colony Family Offices, LLC 0.01% No change 79 $20K
Tidemark, LLC 0.01% Reduce -31.4% 70 $18K
Rice Partnership, LLC 0.00% New 70 $18K
Smallwood Wealth Investment Management, LLC 0.01% New 67 $17K
Halbert Hargrove Global Advisors, LLC 0.00% No change 66 $17K
HighMark Wealth Management LLC 0.01% No change 65 $17K
SJS Investment Consulting Inc. 0.00% No change 63 $16K
Morton Brown Family Wealth, LLC 0.01% No change 63 $16K
PSI Advisors, LLC 0.01% Reduce -32.3% 63 $16K
Stuart Chaussee & Associates, Inc. 0.00% No change 63 $16K
Binnacle Investments Inc 0.01% — 61 $16K
Kentucky Trust Co 0.01% No change 60 $16K
Van Eck Associates Corp. 0.00% No change 58 $15K
Global Wealth Strategies & Associates 0.00% Reduce -32.1% 57 $15K
Park Square Financial Group, LLC 0.01% No change 54 $14K
Davis Capital Management 0.01% No change 53 $14K
Whipplewood Advisors, LLC 0.01% New 2,965 $13K
Old Second National Bank of Aurora 0.00% New 52 $13K
WFA Asset Management Corp 0.01% Reduce -1.9% 52 $13K
Crowley Wealth Management, Inc. 0.01% No change 50 $13K
Financial Gravity Asset Management, Inc. 0.00% — 49 $13K
IMA Advisory Services, Inc. 0.00% New 49 $13K
Eq Wealth Advisors, LLC 0.01% New 47 $12K
Thompson Investment Management, Inc. 0.00% No change 45 $12K
Fourth Dimension Wealth, LLC 0.01% No change 44 $11K
PFG Private Wealth Management, LLC 0.01% No change 42 $11K
Private Wealth Management Group, LLC 0.00% No change 40 $10K
Riggs Asset Managment Co. Inc. 0.00% No change 40 $10K
Ascentis Wealth Management, LLC 0.00% New 35 $9K
Retirement Wealth Solutions LLC 0.01% Reduce -26.3% 28 $7K
CGC Financial Services, LLC 0.00% No change 25 $6K
Eisler Capital Management Ltd. 0.00% New 24 $6K
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% No change 23 $6K
Cheviot Value Management, LLC 0.00% New 20 $5K
Valued Wealth Advisors LLC 0.00% New 20 $5K
Bank & Trust Co 0.00% No change 20 $5K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $5K
MV Capital Management, Inc. 0.00% No change 18 $5K
Dakota Community Bank & Trust NA 0.02% Reduce -79.5% 18 $5K
WPG Advisers, LLC 0.00% No change 18 $5K
Anfield Capital Management, LLC 0.00% No change 17 $4K
Absher Wealth Management, LLC 0.00% No change 17 $4K
Lowe Wealth Advisors, LLC 0.00% No change 15 $4K
MGB Wealth Management, LLC 0.00% Add +25.0% 15 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
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% No change 10 $3K
Investors Research Corp 0.00% No change 10 $3K
Woodard & Co. Asset Management Group Inc. 0.00% No change 10 $3K
Viewpoint Capital Management LLC 0.00% No change 9 $2K
Aspect Partners, LLC 0.00% New 8 $2K
Lord & Richards Wealth Management, LLC 0.00% New 7 $2K
Colonial Trust Advisors 0.00% No change 7 $2K
Cedar Mountain Advisors, LLC 0.00% No change 6 $2K
Legacy Wealth Managment, LLC 0.00% No change 5 $1K
Nordwand Advisors, LLC 0.00% No change 5 $1K
Robbins Farley 0.00% No change 4 $1K
Mountain Hill Investment Partners Corp. 0.00% No change 4 $1K
Washington Growth Strategies LLC 0.55% — 259 $618
Eukles Asset Management 0.00% No change 2 $518
Van Den Berg Management I, Inc. 0.00% New 2 $517
Bellwether Advisors, LLC 0.00% No change 2 $517

"% 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.