Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q3 2025 (September 30)
2,222holders +50
116new positions
58sold out
6famous investors
$293.36avg. 13F price*

At the end of Q3 2025, 2,222 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 50 from Q2 2025. 116 opened new positions and 58 sold out. The largest holders were Wells Fargo & Company ($7.7B), Jones Financial Companies LLLP ($6.7B) and Bank of America Corp. ($5.1B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions116$142.9M
Exits58$80.6M

All 13F filers, Q2 2025 → Q3 2025: 11,279,672 shares bought and 3,953,074 shares sold, net +7,326,598 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,222 holders

Wells Fargo & Company 1.58% Add +5.8% 26,204,917 $7.7B
Jones Financial Companies LLLP 4.58% Add +9.7% 23,008,930 $6.7B
Bank of America Corp. 0.38% Add +1.2% 17,462,800 $5.1B
Creative Planning 1.87% Reduce -0.9% 8,331,100 $2.4B
Morgan Stanley 0.15% Add +2.4% 8,230,202 $2.4B
Raymond James Financial Inc. 0.64% Add +2.6% 6,736,769 $2.0B
Northwestern Mutual Wealth Management Co. 1.18% Reduce -10.5% 6,026,776 $1.8B
UBS Group AG 0.32% Reduce -2.5% 5,536,201 $1.6B
US Bancorp \de 1.61% Add +8.7% 4,610,643 $1.4B
Ameriprise Financial Inc. 0.23% Reduce -3.1% 3,363,992 $987.7M
LPL Financial LLC 0.27% Add +6.8% 3,168,038 $930.6M
Natixis Advisors, LLC 1.32% Add +11.6% 3,081,911 $905.3M
Envestnet Asset Management Inc. 0.24% Reduce -11.3% 2,848,093 $836.6M
Envestnet Portfolio Solutions, Inc. 2.88% Add +3.7% 2,659,014 $781.1M
PNC Financial Services Group, Inc. 0.41% Add +0.2% 2,319,449 $681.3M
Moneta Group Investment Advisors LLC 5.17% Add +189.8% 2,216,889 $651.2M
JPMorgan Chase & Co. 0.04% Reduce -2.1% 2,100,633 $617.0M
CIBC Private Wealth Group LLC 0.93% Add +11.0% 1,850,065 $543.4M
Mariner, LLC 0.70% Add +7.4% 1,836,151 $539.3M
Royal Bank of Canada 0.08% Add +0.3% 1,569,625 $461.1M
Allworth Financial LP 1.91% Add +2.9% 1,472,148 $432.4M
Tiaa Trust, National Association 1.04% Reduce -3.8% 1,465,568 $430.5M
JMG Financial Group, Ltd. 11.12% Add +0.3% 1,329,045 $390.4M
Cetera Investment Advisers 0.42% Add +29.7% 1,221,342 $358.8M
Border to Coast Pensions Partnership Ltd 6.19% No change 1,210,150 $355.5M
Wealthspire Advisors, LLC 1.86% Reduce -0.8% 1,207,860 $354.8M
Nicholas Hoffman & Company, LLC. 8.34% Add +7.0% 1,172,986 $344.6M
Commonwealth Equity Services, LLC 0.44% Reduce -2.6% 1,153,384 $338.8M
Bank of New York Mellon Corp 0.05% Reduce -1.4% 1,024,286 $300.9M
HighTower Advisors, LLC 0.34% Add +17.2% 1,019,573 $299.5M
Midwest Trust Co 3.68% Add +1.5% 961,865 $282.5M
Cerity Partners LLC 0.45% Add +2.3% 943,047 $276.8M
Regions Financial Corp. 1.72% Add +6.3% 900,601 $264.5M
Goldman Sachs Group Inc. 0.03% Add +11.0% 811,904 $238.5M
Bank of Montreal 0.10% Add +12.2% 761,862 $223.8M
Osaic Holdings, Inc. 0.30% Add +6.8% 733,239 $214.1M
Clearstead Advisors, LLC 2.98% Add +0.8% 697,123 $204.8M
Stifel Financial Corp. 0.18% Add +5.2% 684,976 $201.2M
Mercer Global Advisors Inc. 0.32% Add +7.9% 661,628 $194.3M
CBIZ Investment Advisory Services, LLC 7.15% Add +76.3% 621,307 $182.5M
Rockefeller Capital Management L.P. 0.35% Add +25.7% 603,478 $177.3M
Pathstone Holdings, LLC 0.68% Reduce -3.6% 602,246 $176.9M
Truist Financial Corp. 0.23% Add +6.3% 567,795 $166.8M
First Command Advisory Services, Inc. 1.19% Reduce -0.3% 559,627 $164.4M
Beacon Pointe Advisors, LLC 1.38% Reduce -7.2% 552,613 $162.3M
Baird Financial Group, Inc. 0.26% Add +1.3% 545,284 $160.2M
Kestra Investment Management, LLC 4.29% Add +11.4% 542,447 $159.9M
SigFig Wealth Management, LLC 4.88% Add +208.3% 538,877 $158.0M
1832 Asset Management L.P. 0.27% Reduce -0.5% 536,058 $157.5M
MassMutual Private Wealth & Trust, FSB 3.92% Reduce -0.5% 524,143 $154.0M
FMR LLC 0.01% Add +3.8% 497,930 $146.3M
Joel Isaacson & Co., LLC 4.55% Add +1.7% 429,499 $126.2M
Fifth Third Bancorp 0.40% Reduce -0.7% 423,536 $124.4M
Cullen/Frost Bankers, Inc. 1.44% Reduce -0.3% 422,678 $124.2M
Invictus Private Wealth, LLC 7.52% Add +2.6% 408,870 $120.1M
Bleakley Financial Group, LLC 2.72% Reduce -0.3% 399,331 $117.3M
Janney Montgomery Scott LLC 0.27% Add +7.6% 385,285 $113.2M
Millburn Ridgefield LLC 2.66% Reduce -6.1% 379,615 $111.5M
Catalyst Capital Advisors LLC 2.25% Reduce -6.1% 379,615 $111.5M
Chicago Partners Investment Group LLC 2.92% Add +5.3% 379,803 $111.4M
Financial Synergies Wealth Advisors, Inc. 11.07% Add +1.6% 372,213 $109.3M
MML Investors Services, LLC 0.28% Reduce -16.1% 356,092 $104.6M
Equitable Holdings, Inc. 0.73% Add +4.9% 337,172 $99.0M
Corient Private Wealth LP 0.16% Reduce -12.6% 345,286 $98.9M
Cresset Asset Management, LLC 0.43% Add +0.8% 334,677 $98.7M
Captrust Financial Advisors 0.20% Reduce -2.3% 335,840 $98.6M
Trustmark Bank Trust Department 6.34% Reduce -0.1% 332,423 $97.6M
Kestra Advisory Services, LLC 0.43% Add +5.1% 320,962 $94.3M
Assetmark, Inc. 0.20% Reduce -12.8% 317,173 $93.2M
Pine Ridge Advisers LLC 6.16% Reduce -2.4% 306,122 $89.9M
National Philanthropic Trust 0.98% Reduce -1.8% 297,426 $87.4M
CENTRAL TRUST Co 1.75% Add +3.0% 285,579 $83.9M
NewEdge Advisors, LLC 0.38% Reduce -2.7% 283,001 $83.1M
Nadler Financial Group, Inc. 7.89% Add +2.6% 281,778 $82.8M
Cambridge Investment Research Advisors, Inc. 0.22% Add +9.8% 275,752 $81.0M
Pittenger & Anderson Inc. 2.94% Add +1.6% 272,611 $80.1M
Oppenheimer Asset Management Inc. 0.83% Reduce -0.1% 256,712 $75.4M
Smithfield Trust Co 3.35% Reduce -1.9% 255,042 $74.9M
Merit Financial Group, LLC 0.69% Add +29.0% 254,121 $74.6M
Axxcess Wealth Management, LLC 1.58% Add +1.4% 253,769 $74.5M
Manufacturers Life Insurance Company, The 0.06% Reduce -3.7% 244,058 $71.7M
Capital Asset Advisory Services LLC 3.03% Add +0.8% 239,167 $70.3M
Betterment LLC 0.14% Reduce -2.1% 238,877 $70.2M
Schneider Downs Wealth Management Advisors, LP 8.30% Reduce -0.6% 238,178 $70.0M
Peapack Gladstone Financial Corp. 0.89% Add +3.6% 233,743 $68.7M
SilverOak Wealth Management LLC 11.42% Add +3.2% 230,412 $67.7M
Venture Visionary Partners LLC 2.29% Reduce -0.1% 225,983 $66.4M
PDS Planning, Inc 4.55% Add +2.2% 223,870 $65.8M
Wealth Enhancement Advisory Services, LLC 0.10% Add +3.4% 223,497 $65.6M
&partners 0.42% Add +14.2% 223,014 $65.4M
Private Advisor Group, LLC 0.32% Reduce -1.6% 222,280 $65.3M
Connecticut Wealth Management, LLC 2.84% Reduce -4.7% 218,249 $64.1M
CX Institutional 1.93% Add +9.1% 216,458 $63.6M
Larson Financial Group LLC 2.09% Reduce -20.5% 202,289 $59.4M
Comerica Bank 0.22% Add +1.6% 200,467 $58.9M
Citizens Financial Group Inc. 0.79% Add +1.5% 194,580 $57.4M
Performa Ltd (US), LLC 15.19% Add +22.3% 194,973 $57.3M
Bessemer Group Inc. 0.09% Reduce -0.0% 193,801 $56.9M
Leavell Investment Management, Inc. 2.37% Add +3.2% 190,774 $56.2M
Associated Banc-Corp 1.43% Add +6.9% 184,972 $54.3M
Country Trust Bank 1.18% Add +74.6% 183,088 $53.8M
Steward Partners Investment Advisory, LLC 0.31% Add +6.1% 181,159 $53.2M
New Hampshire Trust 10.23% Add +3.6% 180,332 $53.0M
Sanctuary Advisors, LLC 0.30% Add +10.4% 178,372 $52.4M
Northwest Quadrant Wealth Management, LLC 10.81% Reduce -13.6% 174,307 $51.2M
DAVENPORT & Co LLC 0.27% Add +11.4% 171,908 $50.5M
Riverpoint Wealth Management Holdings, LLC 10.88% Add +0.8% 168,468 $49.5M
BLB&B Advisors, LLC 2.05% Reduce -0.8% 161,833 $47.5M
New York Life Investment Management LLC 0.42% Reduce -13.9% 161,028 $47.3M
Cutler Investment Counsel LLC 4.87% Add +3.4% 157,726 $46.5M
Focus Partners Wealth 0.07% Reduce -0.7% 156,974 $46.1M
TCV Trust & Wealth Management, Inc. 3.82% Reduce -1.0% 155,398 $45.6M
Bear Mountain Capital, Inc. 15.20% Add +2.0% 154,626 $45.4M
Arkansas Financial Group, Inc. 6.66% Reduce -3.3% 153,972 $45.2M
NewEdge Wealth, LLC 0.65% Add +1.4% 156,184 $45.1M
AMG National Trust Bank 1.08% Add +5.4% 150,511 $44.2M
Center for Financial Planning, Inc. 4.67% Add +4.6% 148,743 $43.7M
BOK Financial Private Wealth, Inc. 2.67% Reduce -4.1% 143,760 $42.4M
Lido Advisors, LLC 0.17% Add +8.7% 139,130 $41.0M
Heartwood Wealth Advisors LLC 3.81% Add +1.8% 138,990 $40.8M
Perkins Coie Trust Co 7.67% Add +8.6% 138,848 $40.8M
Wealthquest Corp 3.23% Add +1.1% 137,759 $40.5M
Ballast, Inc. 9.78% Add +2.0% 136,681 $40.1M
Wesbanco Bank Inc. 1.11% Add +15.7% 135,544 $39.8M
Fidato Wealth LLC 26.02% Add +2.7% 134,751 $39.6M
Pathway Financial Advisors LLC 5.27% Add +10.8% 134,525 $39.5M
Financial Engines Advisors L.L.C. 0.07% Add +131.3% 133,726 $39.3M
Fulcrum Capital LLC 8.05% Reduce -0.9% 133,710 $39.3M
Glenmede Investment Management, LP 0.19% Add +0.1% 133,452 $39.2M
DT Investment Partners, LLC 3.32% Reduce -0.2% 133,408 $39.2M
Northern Trust Corp. 0.01% Add +4.4% 132,597 $38.9M
Marquette Asset Management, LLC 5.79% Add +1.6% 128,681 $37.8M
IFC Advisors LLC 6.92% Reduce -8.6% 128,624 $37.8M
Stephens Inc. 0.48% Add +4.3% 127,734 $37.5M
Apella Capital, LLC 0.83% Add +67.7% 129,774 $37.5M
Ashton Thomas Private Wealth, LLC 0.97% Add +37.9% 127,072 $37.5M
SP Asset Management LLC 2.96% Add +0.4% 126,788 $37.2M
Blair William & Co. 0.10% Add +0.4% 125,204 $36.8M
Founders Financial Securities LLC 2.48% Add +20.2% 124,176 $36.5M
TL Private Wealth 14.53% Reduce -2.5% 125,054 $36.2M
Horizon Investments, LLC 0.47% Add +23.0% 122,791 $36.1M
Agf Management Ltd. 0.16% Reduce -0.3% 121,960 $35.8M
HB Wealth Management, LLC 0.24% Add +12.8% 118,232 $34.7M
American Trust 2.92% Reduce -1.3% 117,735 $34.6M
Conrad Siegel Investment Advisors, Inc. 7.23% Add +0.1% 117,328 $34.5M
GenTrust, LLC 1.57% Reduce -6.8% 116,915 $34.5M
Pandi, LLC 4.52% No change 115,868 $34.0M
MAI Capital Management 0.21% Add +7.7% 114,837 $33.7M
Bouchey Financial Group, Ltd. 2.57% Add +0.9% 113,576 $33.4M
First Manhattan Co. Llc. 0.09% Reduce -3.1% 113,173 $33.4M
Integrated Wealth Concepts LLC 0.29% Add +3.8% 109,472 $32.2M
Blankinship & Foster, LLC 7.03% Add +1.1% 109,423 $32.1M
Litman Gregory Wealth Management LLC 2.38% Add +4.2% 108,967 $32.0M
Wealthspire Retirement, LLC 2.03% Add +1.8% 108,218 $31.8M
Enclave Advisors LLC 4.79% Add +0.2% 106,834 $31.4M
Cranbrook Wealth Management, LLC 6.18% Add +0.2% 104,806 $30.8M
Phillips Financial Management, LLC 1.98% Reduce -0.9% 102,238 $30.0M
Full Sail Capital, LLC 1.63% Reduce -8.7% 100,714 $29.6M
Procyon Advisors, LLC 1.74% New 100,165 $29.4M
Arrow Financial Corp 3.00% Reduce -3.2% 99,968 $29.4M
Whittier Trust Co. 0.33% Add +0.1% 99,090 $29.3M
Brown Advisory Inc. 0.04% Add +4.9% 98,750 $29.0M
ProVise Management Group, LLC 2.13% Reduce -0.2% 98,404 $28.9M
Mitchell McLeod Pugh & Williams Inc. 4.63% Add +18.9% 98,182 $28.8M
Searcy Financial Services Inc. 10.91% Add +0.1% 97,741 $28.7M
BCK Partners, Inc. 15.31% Add +4.3% 96,776 $28.4M
SOL Capital Management CO 2.51% Reduce -1.5% 95,266 $28.0M
Pinnacle Financial Partners Inc 0.67% Add +11.0% 95,244 $28.0M
Trust Co of the South 4.62% No change 94,714 $27.8M
Round Rock Advisors LLC 4.36% Add +5.4% 93,639 $27.5M
St Germain D J Co. Inc. 1.10% Add +0.6% 93,381 $27.4M
Summit Financial, LLC 0.42% Add +8.4% 93,264 $27.4M
Nicolet Advisory Services, LLC 2.12% Reduce -0.2% 92,963 $27.3M
D.A. Davidson & Co. 0.17% Add +33.7% 92,588 $27.2M
Pacific Center for Financial Services 6.90% Add +0.6% 92,087 $27.0M
Woodmont Investment Counsel LLC 1.76% Add +0.4% 90,768 $26.7M
Pure Financial Advisors, LLC 0.42% Add +0.4% 90,280 $26.5M
Prosperity Consulting Group, LLC 1.29% Add +10722.5% 89,286 $26.2M
Nepc LLC 0.69% Add +5.8% 89,095 $26.2M
Glenview Trust Co 0.41% Add +0.1% 89,018 $26.1M
Buck Wealth Strategies, LLC 3.56% Add +10.7% 88,468 $26.0M
Whittier Trust Co. of Nevada Inc. 0.55% Add +0.5% 87,934 $26.0M
Stephens Consulting, LLC 8.89% Reduce -37.6% 87,745 $25.8M
OneDigital Investment Advisors LLC 0.26% Reduce -0.3% 87,637 $25.7M
Zhang Financial LLC 1.04% Add +13.4% 87,548 $25.7M
Facet Wealth, Inc. 0.53% Reduce -1.4% 87,077 $25.6M
Wolff Financial Management LLC 5.93% Add +1.3% 86,943 $25.5M
Coldstream Capital Management Inc. 0.34% Reduce -25.8% 86,044 $25.3M
American Financial Advisors, LLC 3.22% Reduce -4.1% 85,148 $25.0M
FIDELIS iM, LLC 15.46% Add +48.8% 105,229 $24.9M
Bokf, NA 0.37% Add +4.1% 83,739 $24.6M
Cadence Bank 1.48% Add +4.5% 83,089 $24.4M
Oak Hill Wealth Advisors, LLC 4.54% Reduce -0.1% 82,551 $24.2M
Oppenheimer & Co. Inc. 0.29% Add +5.7% 82,314 $24.2M
Mesirow Financial Investment Management, Inc. 0.43% Reduce -1.2% 82,142 $24.1M
McIlrath & Eck, LLC 2.48% Add +6.1% 81,879 $24.1M
Condor Capital Management 1.95% Reduce -5.5% 81,182 $23.8M
Cwm, LLC 0.07% Reduce -8.9% 81,036 $23.8M
Transamerica Financial Advisors, LLC 1.97% Add +0.5% 80,709 $23.7M
Stratos Wealth Advisors, LLC 1.14% Add +0.6% 80,589 $23.7M
GeoWealth Management, LLC 0.86% Reduce -3.0% 80,504 $23.6M
Prudent Investors Network, Inc. 5.71% Add +2.2% 79,399 $23.3M
Cornerstone Advisory, LLC 2.28% Add +18.1% 79,032 $23.2M
Marietta Wealth Management, LLC 2.80% Reduce -2.2% 77,972 $22.9M
Tectonic Advisors LLC 1.25% Add +3.6% 77,935 $22.9M
Mason & Associates, LLC 5.65% Add +0.0% 80,411 $22.5M
Simmons Bank 1.49% Reduce -3.8% 75,877 $22.3M
Advantage Trust Co 9.88% Add +4.0% 74,474 $21.9M
Thrivent Financial for Lutherans 0.04% Reduce -48.1% 73,979 $21.7M
Exencial Wealth Advisors, LLC 0.69% Add +1.6% 72,094 $21.2M
Grey Fox Wealth Advisors, LLC 4.30% Add +5.6% 71,571 $21.1M
Modera Wealth Management, LLC 0.24% Reduce -3.2% 71,774 $21.1M
Northeast Investment Management 0.84% Add +2.6% 70,935 $20.8M
Veracity Capital LLC 6.69% Add +3.5% 70,810 $20.8M
Montag A & Associates Inc. 0.96% Reduce -1.0% 70,435 $20.8M
Grant Street Asset Management, Inc. 4.36% Add +3.3% 70,321 $20.7M
Salem Investment Counselors Inc. 0.59% Reduce -0.6% 69,929 $20.6M
Twele Capital Management, Inc. 3.75% Add +1.3% 69,135 $20.3M
Kestra Private Wealth Services, LLC 0.26% Add +30.2% 68,494 $20.1M
Sage Rhino Capital LLC 3.89% Add +1.6% 68,450 $20.1M
Burling Wealth Partners, LLC 3.31% Reduce -1.3% 68,009 $20.0M
TD Private Client Wealth LLC 0.44% Add +16.5% 67,063 $19.7M
Intrust Bank NA 1.64% Reduce -1.4% 66,951 $19.7M
RTD Financial Advisors, Inc. 2.36% Add +0.7% 66,791 $19.6M
Sagespring Wealth Partners, LLC 0.38% Reduce -2.6% 66,454 $19.5M
William Mack & Associates, Inc. 10.49% Add +21.4% 66,394 $19.5M
Shufro Rose & Co. LLC 1.60% Reduce -0.3% 75,328 $19.5M
Integrated Capital Management, LLC 8.52% New 65,345 $19.4M
Benjamin Edwards Inc. 0.22% Add +3.6% 65,524 $19.3M
Ballentine Partners, LLC 0.27% Reduce -0.5% 65,357 $19.2M
Visionary Wealth Advisors 0.88% Add +120.2% 64,227 $18.9M
Single Point Partners, LLC 3.83% Add +0.1% 64,197 $18.9M
Berkshire Asset Management LLC 0.80% Reduce -0.1% 64,113 $18.8M
Tarbox Family Office, Inc. 2.74% No change 63,532 $18.7M
Crane Advisory, LLC 2.87% Reduce -2.5% 62,391 $18.3M
J.W. Cole Advisors, Inc. 0.35% Add +15.3% 62,053 $18.2M
Heritage Investors Management Corp. 0.54% Reduce -3.5% 61,439 $18.0M
Marshall Financial Group Inc. 4.92% Add +1.7% 60,898 $17.9M
Choreo, LLC 0.23% Add +2.5% 60,198 $17.7M
Next Level Wealth Planning, LLC 9.95% Add +6.0% 59,983 $17.6M
Sage Financial Group Inc. 1.19% Add +4.4% 59,799 $17.6M
Hillman Co. 5.42% No change 59,730 $17.5M
Bridges Investment Management Inc. 0.22% Reduce -0.6% 59,546 $17.5M
Great Valley Advisor Group, Inc. 0.35% Reduce -2.4% 59,207 $17.4M
Schroder Investment Management Group 0.01% Add +7.9% 59,031 $17.3M
Praetorian Wealth Management, Inc. 3.54% Add +1.4% 58,721 $17.2M
Investments & Financial Planning, LLC 9.30% Reduce -0.3% 58,627 $17.2M
NORTHSTAR ASSET MANAGEMENT Co 3.65% Add +0.2% 57,934 $17.0M
Principal Financial Group Inc. 0.01% Add +4.0% 57,762 $17.0M
Sierra Capital LLC 1.86% Add +0.8% 57,637 $16.9M
Patriot Investment Management Group, Inc. 1.09% Reduce -2.4% 56,644 $16.6M
Caprock Group, LLC 0.41% — 57,099 $16.6M
Concurrent Investment Advisors, LLC 0.29% Add +0.7% 56,239 $16.5M
Fidelis Capital Partners, LLC 1.29% Reduce -0.2% 56,043 $16.5M
Cordgrass Capital Advisors, LLC 4.05% Add +6.6% 55,774 $16.4M
AJ Advisors, LLC 6.70% Add +2.8% 55,712 $16.4M
Sylvest Advisors, LLC 8.78% Add +0.2% 55,645 $16.3M
DORVAL Corp 5.40% Add +3.3% 55,519 $16.3M
Wealthcare Advisory Partners LLC 0.34% Add +1.5% 55,509 $16.3M
AlphaCore Capital LLC 0.55% Add +1.7% 55,210 $16.3M
Parallel Advisors, LLC 0.30% Reduce -2.8% 55,115 $16.2M
Wedmont Private Capital 0.60% Add +3.2% 54,890 $16.1M
Waverly Advisors, LLC 0.16% Reduce -0.7% 54,522 $16.0M
Tribridge Partners Financial LLC 7.35% Add +24.4% 54,336 $16.0M
Fiduciary Wealth Partners, LLC 6.71% Add +52.8% 54,433 $16.0M
Riverview Capital Advisers, LLC 4.61% Reduce -13.5% 54,313 $16.0M
AdvisorNet Financial, Inc 0.90% Add +28.7% 54,259 $15.9M
Vanguard Group Inc. 0.00% Add +8.4% 53,667 $15.8M
jvl associates llc 5.22% Reduce -1.4% 53,657 $15.8M
Brand Asset Management Group, Inc. 4.42% Reduce -1.3% 53,438 $15.7M
Fiducient Advisors LLC 1.83% Add +2.0% 53,146 $15.7M
EnRich Financial Partners LLC 4.43% Add +1.8% 52,947 $15.6M
Scott Capital Advisors, LLC 3.49% Add +15.4% 52,214 $15.4M
James Reed Financial Services, Inc. 13.77% Reduce -4.0% 52,298 $15.4M
Towerpoint Wealth, LLC 6.27% Add +4.1% 52,139 $15.3M
Core Wealth Advisors, Inc. 3.99% Add +1.6% 52,073 $15.3M
Carnegie Investment Counsel 0.29% Add +0.4% 51,795 $15.2M
TriaGen Wealth Management LLC 3.95% Add +3.2% 51,492 $15.1M
New Insight Wealth Advisors 5.69% Add +6.6% 51,461 $15.1M
Fee-Only Financial Planning, L.C. 8.80% Reduce -0.9% 51,341 $15.1M
Quantinno Capital Management LP 0.04% Add +117.1% 51,242 $15.1M
Jackson, Grant Investment Advisers, Inc. 5.02% Add +0.3% 51,175 $15.0M
JNBA Financial Advisors 1.36% Reduce -2.2% 50,775 $14.9M
Goldstone Financial Group, LLC 1.76% Add +8.7% 50,586 $14.9M
First National Corp. /Ma/ 2.80% Add +1.0% 50,386 $14.8M
Commerce Bank 0.08% Add +4.0% 50,238 $14.8M
Operose Advisors LLC 3.66% Add +13.1% 49,940 $14.7M
Cary Street Partners Financial LLC 0.38% Reduce -0.1% 49,827 $14.6M
World Investment Advisors 0.30% Add +0.6% 49,774 $14.6M
Roof Eidam Maycock Peralta, LLC 3.55% Reduce -4.8% 49,742 $14.6M
James J. Burns & Company, LLC 2.18% Add +4.3% 49,676 $14.6M
Sandy Cove Advisors, LLC 4.63% Add +3.3% 49,297 $14.5M
Global Retirement Partners, LLC 0.32% Add +34.1% 49,191 $14.4M
Avidian Wealth Enterprises, LLC 0.54% Reduce -9.9% 48,756 $14.3M
Staley Capital Advisers Inc. 0.59% Add +0.7% 48,665 $14.3M
Asset Management Group, Inc. 2.34% Reduce -0.4% 48,622 $14.3M
Franklin Resources Inc. 0.00% Add +25.6% 48,524 $14.3M
HUB Investment Partners, LLC 0.52% Add +152.5% 47,684 $14.0M
Pinnacle Associates Ltd. 0.19% Reduce -1.4% 47,563 $14.0M
Nations Financial Group Inc, /Ia/ 0.87% Reduce -0.7% 47,504 $14.0M
Avior Wealth Management, LLC 0.45% Add +16.1% 49,496 $14.0M
D.B. Root & Company, LLC 3.51% Add +18.6% 47,046 $13.8M
Forvis Mazars Wealth Advisors, LLC 0.27% Reduce -0.5% 46,481 $13.7M
Somnio Financial Group, LLC 9.25% Add +0.1% 46,457 $13.6M
ForthRight Wealth Management, LLC 3.96% Add +3.1% 46,357 $13.6M
CRA Financial Services, LLC 1.86% Add +4.4% 46,297 $13.6M
Whelan Financial 4.29% Reduce -2.5% 46,092 $13.5M
First National Bank Sioux Falls 4.14% Reduce -3.3% 45,155 $13.3M
Freedom Financial Partners LLC 5.03% Add +3.6% 44,904 $13.2M
Belpointe Asset Management LLC 0.50% Add +3.6% 44,844 $13.2M
Meridian Wealth Advisors, LLC 1.86% Add +9.8% 44,629 $13.1M
OneAscent Financial Services LLC 0.87% Add +41.5% 44,294 $13.0M
LBMC Investment Advisors, LLC 0.83% Reduce -0.3% 44,357 $13.0M
Principal Securities, Inc. 0.21% Add +6.5% 44,310 $13.0M
Prospera Financial Services Inc 0.22% Reduce -0.6% 44,086 $13.0M
Acropolis Investment Management, LLC 0.66% Add +4.1% 46,346 $13.0M
CoreCap Advisors, LLC 0.47% Add +20.9% 44,083 $12.9M
Smith & Howard Wealth Management, LLC 3.00% Add +1.4% 43,888 $12.9M
Roundview Capital LLC 0.81% Add +0.4% 43,835 $12.9M
Field & Main Bank 3.78% Add +16.6% 43,620 $12.8M
Alliancebernstein L.P. 0.00% Add +1.0% 43,603 $12.8M
Black Diamond Financial, LLC 1.43% Add +28.7% 43,535 $12.8M
KMG Fiduciary Partners, LLC 0.86% Add +1.6% 43,421 $12.8M
Mgo One Seven LLC 0.29% Add +53.0% 43,173 $12.7M
Ironsides Asset Advisors, LLC 3.27% Reduce -0.0% 43,126 $12.7M
Ruggaard & Associates LLC 4.73% Reduce -0.0% 43,073 $12.7M
F/m Investments LLC 0.48% Add +7.8% 42,798 $12.6M
VSM Wealth Advisory, LLC 3.83% Add +1.8% 41,968 $12.3M
Fortis Capital Advisors, LLC 1.95% Add +7.4% 41,892 $12.3M
O'shaughnessy Asset Management, LLC 0.07% Add +7.3% 41,865 $12.3M
Ancora Advisors LLC 0.25% Add +0.3% 41,840 $12.3M
BTG Pactual Asset Management US LLC 1.46% Add +12.0% 43,839 $12.3M
Financial Futures Ltd Liability Co. 5.93% Add +4.9% 41,553 $12.2M
Hall Capital Management Co. Inc. 4.76% Reduce -2.6% 41,068 $12.1M
Aries Wealth Management 2.85% Add +0.9% 41,055 $12.1M
Wheelhouse Advisory Group LLC 5.19% Add +6.6% 41,025 $12.1M
4Thought Financial Group Inc. 6.07% Reduce -0.8% 40,873 $12.0M
Zuckerman Investment Group, LLC 1.12% Add +2.0% 40,872 $12.0M
Centerline Wealth Advisors, LLC 5.18% Reduce -0.9% 40,528 $11.9M
Texas Yale Capital Corp. 0.37% Add +4.5% 40,490 $11.9M
Noble Family Wealth, LLC 2.62% Reduce -0.1% 40,484 $11.9M
Harbour Investments, Inc. 0.27% Add +48.9% 40,341 $11.8M
Advyzon Investment Management, LLC 2.03% Add +8.8% 40,240 $11.8M
Arkos Global Advisors 1.50% Reduce -1.0% 40,169 $11.8M
Fort Point Capital Partners LLC 1.50% Reduce -2.3% 39,996 $11.8M
Bailard, Inc. 0.26% Add +1.9% 40,017 $11.8M
Stratos Wealth Partners, LTD. 0.14% Add +2.7% 39,973 $11.7M
Avion Wealth 2.51% Add +2.3% 39,805 $11.7M
Bank of New Hampshire 2.68% Reduce -1.6% 39,608 $11.6M
Rossmore Private Capital 1.25% Reduce -0.5% 39,605 $11.6M
Kingsview Wealth Management, LLC 0.18% Add +28.3% 39,517 $11.6M
Drive Wealth Management, LLC 2.46% Reduce -7.2% 39,334 $11.6M
Gratus Wealth Advisors, LLC 1.63% Add +0.5% 39,453 $11.6M
Axiom Financial Strategies, LLC 4.97% Reduce -61.6% 39,352 $11.6M
Cozad Asset Management Inc. 0.92% Add +1.8% 39,309 $11.5M
Anderson Hoagland & Co. 1.04% Reduce -2.0% 39,298 $11.5M
Petredis Investment Advisors LLC 0.93% Add +0.7% 39,261 $11.5M
Caliber Wealth Management, LLC / KS 1.28% Reduce -16.0% 39,155 $11.5M
Vestmark Advisory Solutions, Inc. 0.22% New 38,930 $11.4M
Gibraltar Capital Management, Inc. 2.04% Reduce -75.3% 38,689 $11.4M
Farther Finance Advisors, LLC 0.17% Add +85.4% 38,650 $11.4M
JDM Financial Group LLC 4.69% Add +0.1% 41,175 $11.2M
Rooted Wealth Advisors, Inc. 3.39% Reduce -8.2% 37,664 $11.1M
Parr McKnight Wealth Management Group, LLC 1.46% Add +2.6% 37,848 $11.1M
Red Wave Investments LLC 3.39% Reduce -0.1% 37,587 $11.0M
Fortitude Family Office, LLC 2.99% Add +17.2% 37,583 $11.0M
Horizons Wealth Management 7.57% Add +0.3% 37,552 $11.0M
Savant Capital, LLC 0.07% Add +2.4% 37,488 $11.0M
David Kennon Inc 3.95% Reduce -1.4% 37,348 $11.0M
Compound Planning, Inc. 0.35% Add +8.1% 37,226 $10.9M
Equity Wealth Partners, LLC 8.85% — 37,133 $10.9M
First Bancorp, Inc 5.80% Add +0.5% 37,115 $10.9M
Councilor Wealth, LLC 5.04% Add +14.9% 36,978 $10.9M
Advisory Services Network, LLC 0.16% Add +2.2% 36,928 $10.8M
Frisch Financial Group, Inc. 2.52% Reduce -35.5% 36,792 $10.8M
Consilio Wealth Advisors, LLC 3.56% Reduce -0.6% 36,854 $10.8M
Addis & Hill, Inc 6.60% Add +1.0% 36,870 $10.8M
BlackRock, Inc. 0.00% Add +187.1% 36,789 $10.8M
Lowe Brockenbrough & Co. Inc. 0.55% Reduce -6.5% 36,608 $10.8M
AQR Capital Management 0.01% Add +134.5% 36,599 $10.8M
Beirne Wealth Consulting Services, LLC 2.58% Add +1.9% 36,411 $10.7M
Canandaigua National Bank & Trust Co. 0.94% Reduce -1.0% 36,310 $10.7M
Texas Capital Bank Wealth Management Services Inc 0.88% Add +10.8% 36,296 $10.7M
Aspire Capital Advisors LLC 2.61% Add +14.5% 36,063 $10.6M
Forum Private Client Group LLC 3.76% Add +14.8% 35,898 $10.5M
Beacon Financial Strategies CORP 6.11% Add +0.9% 35,237 $10.4M
Empowered Funds, LLC 0.10% Add +15.8% 35,232 $10.3M
Elevation Point Wealth Partners, LLC 0.72% Add +10719.8% 35,056 $10.3M
Daymark Wealth Partners, LLC 0.35% Add +1.7% 35,052 $10.3M
Gemmer Asset Management LLC 0.83% Reduce -26.5% 35,007 $10.3M
Financial Management Professionals, Inc. 1.07% Add +3.2% 34,824 $10.3M
Arkadios Wealth Advisors 0.25% Add +19.3% 34,876 $10.2M
Prosperitas Financial LLC 4.24% Add +0.6% 34,809 $10.2M
Diversify Wealth Management, LLC 0.59% Add +3.2% 35,201 $10.2M
NorthCoast Asset Management LLC 0.04% Reduce -25.8% 34,666 $10.2M
Elevation Wealth Partners, LLC 3.66% Add +0.3% 34,633 $10.2M
Gill Capital Partners, LLC 3.09% Add +10.9% 34,451 $10.1M
Milestone Investment Advisors LLC 2.51% Add +2.2% 34,415 $10.1M
Valmark Advisers, Inc. 0.13% Add +1.3% 34,387 $10.1M
TrueWealth Financial Partners 5.14% Reduce -30.7% 34,279 $10.1M
O'Connor Financial Group LLC 4.21% Add +1.5% 34,204 $10.0M
Citigroup Inc. 0.01% Add +8.0% 34,037 $10.0M
CPA Asset Management Group, LLC 3.85% Add +12.8% 33,964 $10.0M
Capital Planning LLC 2.88% Add +1.4% 33,593 $9.9M
Manchester Capital Management LLC 1.34% Reduce -17.3% 33,695 $9.9M
Harbor Advisory Corp. 2.92% Add +3.5% 33,659 $9.9M
McClarren Financial Advisors, Inc. 6.04% Reduce -6.5% 32,155 $9.9M
Ethos Financial Group, LLC 0.77% Reduce -6.8% 33,475 $9.8M
MorganRosel Wealth Management, LLC 2.55% Add +7.2% 33,456 $9.8M
Sfm, LLC 5.70% Reduce -0.1% 33,366 $9.8M
TD Capital Management LLC 0.88% Reduce -0.0% 33,286 $9.8M
Daner Wealth Management, LLC 6.34% Add +0.9% 33,799 $9.8M
Curi Capital, LLC 0.18% Reduce -8.1% 33,103 $9.8M
GreatBanc Trust CO 6.66% — 33,126 $9.7M
GFS Advisors, LLC 1.23% No change 32,945 $9.7M
Keybank National Association 0.03% Add +2.2% 32,848 $9.6M
Capital Investment Advisory Services, LLC 0.76% Reduce -3.0% 32,613 $9.6M
Manning & Napier Advisors LLC 0.12% Add +4.9% 32,553 $9.6M
FLC Capital Advisors 1.84% Reduce -1.6% 32,415 $9.5M
Evermay Wealth Management LLC 1.08% Reduce -2.0% 32,094 $9.5M
Beam Wealth Advisors, Inc. 2.57% Add +12.9% 32,138 $9.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.98% Add +0.7% 31,900 $9.4M
Kathleen S. Wright Associates Inc. 3.45% Add +3.3% 31,693 $9.3M
M&T Bank Corp 0.03% Add +2.7% 31,551 $9.3M
Uptown Financial Advisors LLC 8.11% Add +0.5% 31,413 $9.2M
RFG Holdings, Inc. 2.38% Add +24.9% 31,368 $9.2M
Crestwood Advisors Group, LLC 0.16% Add +0.4% 31,177 $9.2M
Titleist Asset Management, LLC 0.80% Add +8.2% 31,108 $9.1M
Waller Financial Planning Group, Inc. 2.10% Reduce -0.8% 31,091 $9.1M
Private Wealth Asset Management, LLC 1.08% Reduce -1.4% 31,090 $9.1M
Warner Financial, Inc. 3.40% Add +3.2% 30,988 $9.1M
Caldwell Trust Co 0.85% Reduce -0.1% 30,976 $9.1M
Endeavor Private Wealth, Inc. 2.81% Add +382.1% 30,842 $9.1M
Baltimore-Washington Financial Advisors, Inc. 0.39% Reduce -5.2% 30,906 $9.1M
Greenbush Financial Group, LLC 3.48% Add +4.9% 30,860 $9.1M
Alliance Wealth Advisors, LLC 4.52% Add +12.7% 30,778 $9.0M
Principle Wealth Partners LLC 0.52% Reduce -0.8% 30,658 $9.0M
McNaughton Wealth Management, LLC 3.79% Add +1.1% 30,586 $9.0M
Whitegate Investment Counselors, Inc. 2.95% Reduce -1.8% 30,489 $9.0M
Howe & Rusling Inc. 0.61% Add +2.7% 30,420 $8.9M
Sagace Wealth Management LLC 6.01% Add +1.3% 30,046 $8.8M
Nikulski Financial, Inc. 2.21% Reduce -2.0% 29,995 $8.8M
Focus Partners Advisor Solutions, LLC 0.10% Add +57.5% 30,162 $8.8M
Horizon Family Wealth, Inc. 5.02% Add +0.8% 29,711 $8.7M
Silverleafe Capital Partners, LLC 2.68% New 29,576 $8.7M
Bridgewealth Advisory Group, LLC 2.01% Add +4.6% 29,509 $8.7M
Legend Financial Advisors, Inc. 5.29% Add +0.4% 29,390 $8.6M
Verus Financial Partners, Inc. 0.83% Reduce -2.0% 29,343 $8.6M
Accredited Investors Inc. 0.48% Reduce -0.8% 29,328 $8.6M
United Bank 1.02% Reduce -2.7% 29,279 $8.6M
XML Financial, LLC 0.70% Reduce -0.5% 29,148 $8.6M
1900 Wealth Management LLC 0.58% Add +1.1% 29,103 $8.5M
Chesley Taft & Associates LLC 0.36% Reduce -0.0% 29,052 $8.5M
Johnson Investment Counsel Inc. 0.07% Add +2.0% 28,980 $8.5M
Custos Family Office, LLC 4.81% Reduce -39.7% 28,975 $8.5M
Sowell Financial Services LLC 0.32% Add +1.1% 28,822 $8.5M
Trinity Financial Advisors LLC 2.44% Add +0.1% 28,642 $8.4M
Headinvest, LLC 1.73% Reduce -3.0% 28,415 $8.3M
Park Avenue Securities LLC 0.06% New 28,328 $8.3M
Gladstone Institutional Advisory LLC 0.32% Add +6.9% 28,316 $8.3M
Fonville Wealth Management LLC 1.87% Reduce -0.3% 28,207 $8.3M
Keyvantage Wealth, LLC 3.44% Add +2.6% 27,958 $8.2M
Johnson Bixby & Associates, LLC 1.05% Add +0.1% 27,914 $8.2M
Elwood & Goetz Wealth Advisory Group, LLC 1.56% Reduce -1.5% 27,757 $8.2M
Bradley Foster & Sargent Inc. 0.12% Add +0.7% 27,723 $8.1M
Family Investment Center, Inc. 1.69% Reduce -2.1% 27,648 $8.1M
Mustico Financial Group, Inc. 8.21% Add +2.9% 30,038 $8.1M
Sawgrass Asset Management LLC 1.00% Add +5.4% 27,545 $8.1M
Fiduciary Advisors, Inc. 6.53% Add +4.5% 27,527 $8.1M
Holos Integrated Wealth LLC 4.71% Add +0.1% 27,933 $8.0M
Amara Financial, Llc. 5.85% Add +5.3% 27,045 $7.9M
Essex Financial Services, Inc. 0.47% Add +7.2% 26,954 $7.9M
Francis Financial, Inc. 1.41% No change 26,890 $7.9M
Creekside Partners 3.46% Add +0.1% 26,770 $7.9M
Sigma Planning Corp 0.22% Reduce -1.4% 26,648 $7.8M
TruWealth Advisors, LLC 0.40% Reduce -2.5% 26,610 $7.8M
Valeo Financial Advisors, LLC 0.18% Reduce -52.8% 31,028 $7.8M
Envision Financial LLC 4.45% Add +8.3% 26,409 $7.8M
Cahill Financial Advisors Inc. 0.88% Reduce -2.7% 26,375 $7.7M
Prime Capital Investment Advisors, LLC 0.10% Reduce -2.1% 26,294 $7.7M
WASHINGTON TRUST Co 0.25% Add +2.7% 26,241 $7.7M
Ellevest, Inc. 1.10% Add +6.3% 26,205 $7.7M
Steph & Co. 2.30% Add +1.3% 25,691 $7.5M
Nwam LLC 0.41% Reduce -4.6% 25,656 $7.5M
Randall & Associates Wealth Management 5.44% Reduce -3.7% 25,490 $7.5M
Integrated Advisors Network LLC 0.31% Reduce -4.0% 25,375 $7.5M
Northcape Wealth Management, LLC 2.17% Add +0.5% 25,351 $7.4M
Lokken Investment Group LLC 2.55% Add +1.4% 25,252 $7.4M
Mutual Advisors, LLC 0.16% Add +9.9% 25,154 $7.4M
Synovus Financial Corp. 0.08% Reduce -4.7% 25,035 $7.4M
Strategic Investment Advisors / MI 0.66% Add +352.1% 124,025 $7.3M
Cascade Financial Partners, LLC 0.83% Reduce -1.4% 24,697 $7.3M
Parsons Capital Management Inc. 0.41% Reduce -2.0% 24,687 $7.3M
Grove Bank & Trust 0.85% Reduce -31.7% 24,646 $7.2M
Bristlecone Advisors, LLC 0.60% Reduce -0.0% 24,476 $7.2M
Walkner Condon Financial Advisors LLC 1.14% Add +4.9% 24,419 $7.2M
Brighton Jones LLC 0.17% Reduce -11.4% 24,129 $7.1M
Blackston Financial Advisory Group, LLC 4.18% Reduce -1.4% 23,959 $7.0M
First PREMIER Bank 1.60% Add +1.8% 23,930 $7.0M
Kagan Cocozza Asset Management 5.30% Reduce -3.3% 23,840 $7.0M
Culbertson A N & Co. Inc. 0.97% Reduce -0.1% 23,452 $6.9M
Private Client Services, LLC 2.29% Add +43.3% 23,344 $6.9M
Ausdal Financial Partners, Inc. 0.33% Add +0.6% 23,310 $6.8M
Cypress Wealth Services, LLC 1.12% Reduce -0.5% 23,281 $6.8M
Composition Wealth, LLC 0.10% Add +15.0% 23,208 $6.8M
KFA Private Wealth Group, LLC 1.94% Reduce -6.6% 23,152 $6.8M
Kaydan Wealth Management, Inc. 1.94% New 23,130 $6.8M
Farrell Financial LLC 4.24% Reduce -1.0% 23,035 $6.8M
Gilman Hill Asset Management, LLC 1.06% Reduce -14.1% 23,028 $6.8M
Patriot Financial Group Insurance Agency, LLC 0.86% Add +4.7% 22,908 $6.7M
May Hill Capital, LLC 1.97% Reduce -7.5% 22,847 $6.7M
United Capital Financial Advisors, LLC 0.05% Add +0.1% 22,652 $6.7M
Continuum Advisory, LLC 0.70% Add +2.6% 22,589 $6.6M
Atria Investments, Inc 0.08% Add +4.9% 22,583 $6.6M
MBL Wealth, LLC 0.58% Add +1.5% 22,543 $6.6M
Quest Investment Management LLC 0.69% Reduce -1.9% 22,506 $6.6M
Wealthedge Investment Advisors, LLC 2.49% Add +1.6% 22,427 $6.6M
Scotia Capital Inc. 0.03% Add +13.6% 22,277 $6.5M
Fifth Third Securities, Inc. 0.44% Add +7.7% 22,068 $6.5M
Susquehanna International Group, LLP 0.01% Reduce -17.3% 21,974 $6.5M
Factor Wealth Management LTD 1.61% Add +1.4% 21,968 $6.5M
Latko Wealth Management, Ltd. 3.26% Add +0.3% 21,910 $6.4M
Perigon Wealth Management, LLC 0.13% Reduce -0.9% 21,786 $6.4M
Mystic Asset Management, Inc. 1.42% Reduce -0.5% 21,471 $6.3M
BBR Partners, LLC 0.36% Reduce -10.0% 21,431 $6.3M
Wescott Financial Advisory Group, LLC 0.56% Reduce -0.8% 21,368 $6.3M
Argent Trust Co 0.22% Add +2.1% 21,243 $6.2M
Rwa Wealth Partners, LLC 0.07% Add +6.7% 21,181 $6.2M
Uptick Partners, LLC 1.63% Add +10.7% 21,074 $6.2M
Dynamic Advisor Solutions LLC 0.18% Add +0.3% 20,791 $6.1M
RKL Wealth Management LLC 0.52% Reduce -7.5% 20,661 $6.1M
Rialto Wealth Management, LLC 1.56% Reduce -4.5% 20,554 $6.0M
Accelerate Investment Advisors LLC 4.11% Add +7.5% 20,550 $6.0M
Spinnaker Trust 0.33% Add +1.1% 20,220 $5.9M
Calamos Wealth Management LLC 0.22% Add +0.8% 20,169 $5.9M
S.A. Mason LLC 2.61% Add +1.5% 20,138 $5.9M
McAdam, LLC 0.29% Reduce -2.5% 20,086 $5.9M
Spectrum Investment Advisors, Inc. 3.19% Reduce -0.0% 20,059 $5.9M
Kendall Capital Management 1.33% No change 20,042 $5.9M
Meridian Management Co. 1.57% Reduce -6.5% 19,968 $5.9M
SCS Capital Management LLC 0.06% Reduce -1.4% 19,779 $5.8M
Marquette Associates, Inc. 6.96% Add +2.1% 19,690 $5.8M
One Capital Management, LLC 0.18% Reduce -16.5% 19,616 $5.8M
Narus Financial Partners, LLC 1.57% Add +10.9% 19,516 $5.7M
Retirement Planning Group, LLC 0.20% Reduce -0.5% 19,463 $5.7M
Arcadia Investment Advisors LLC 2.77% Add +1766.5% 19,449 $5.7M
First Merchants Corp. 0.21% Reduce -4.6% 19,387 $5.7M
Cornerstone Management, Inc. 0.94% Add +15.2% 19,358 $5.7M
Algorithmic Investment Models, LLC 3.77% No change 19,338 $5.7M
First United Bank & Trust 1.84% Add +11.0% 19,300 $5.7M
Robinswood Financial LLC 1.88% Reduce -0.2% 19,210 $5.6M
Optas, LLC 0.96% Reduce -30.6% 19,174 $5.6M
StoneX Group Inc. 0.25% Reduce -1.6% 19,082 $5.6M
Coastal Bridge Advisors, LLC 0.43% Reduce -2.1% 19,118 $5.6M
Capital Insight Partners, LLC 0.93% Add +6.8% 19,056 $5.6M
Evoke Wealth, LLC 0.12% Add +54.4% 18,985 $5.6M
BKM Wealth Management, LLC 2.05% Reduce -0.1% 18,961 $5.6M
Evelyn Partners Asset Management Ltd 1.26% Add +10.6% 18,953 $5.6M
Kingswood Wealth Advisors, LLC 0.34% Add +63.0% 18,860 $5.5M
Roger Wittlin Investment Advisory, LLC 3.06% Reduce -0.4% 18,721 $5.5M
Vista Cima Wealth Management LLC 4.58% Add +3.9% 18,719 $5.5M
Bearing Point Capital, LLC 0.94% Add +0.7% 18,646 $5.5M
PAX Financial Group, LLC 0.98% Reduce -1.9% 18,576 $5.5M
Colorado Capital Management, Inc. 2.11% Add +2.5% 18,552 $5.5M
King Wealth Management Group 0.68% Reduce -2.3% 18,504 $5.4M
Gleason Group, Inc. 0.55% Add +0.2% 18,495 $5.4M
Legacy Edge Advisors, LLC 0.64% Add +0.3% 18,439 $5.4M
Orin Green Financial, LLC 2.16% Add +1.0% 18,414 $5.4M
Ehrenkranz Partners L.P. 4.73% — 18,292 $5.4M
Pinnacle Wealth Management Group, Inc. 2.76% New 18,320 $5.4M
Greenup Street Wealth Management LLC 0.83% New 18,298 $5.4M
Founders Grove Wealth Partners, LLC 1.26% Reduce -2.4% 18,275 $5.4M
Choate Investment Advisors 0.11% Reduce -95.4% 18,114 $5.3M
First Financial Corp. 2.08% Reduce -1.5% 18,055 $5.3M
Ameraudi Asset Management, Inc. 3.20% Reduce -17.5% 17,999 $5.3M
Cascades Capital Asset Management, LLC 2.36% Add +20.8% 17,964 $5.3M
Guardian Wealth Advisors, LLC / NC 0.34% Reduce -1.2% 17,943 $5.3M
WP Advisors, LLC 1.33% Reduce -1.8% 17,766 $5.2M
Mather Group, Llc. 0.05% Reduce -0.5% 17,732 $5.2M
Keystone Financial Group 0.40% Reduce -2.3% 17,630 $5.2M
Stratos Investment Management, LLC 0.21% Add +0.1% 17,559 $5.2M
Five Pine Wealth Management 3.48% Add +4.4% 17,531 $5.1M
Legacy Financial Group LLC 0.67% Reduce -1.7% 17,512 $5.1M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -11.8% 17,473 $5.1M
Bernardo Wealth Planning LLC 1.01% Reduce -2.5% 17,470 $5.1M
Benchmark Financial Wealth Advisors, LLC 1.54% Reduce -1.1% 17,458 $5.1M
Meridian Financial Advisors, LLC 2.89% Reduce -0.3% 17,437 $5.1M
Berkeley Capital Partners, LLC 1.20% Add +1.4% 17,326 $5.1M
Pinnacle Financial Group, LLC / IL 1.54% Add +6.7% 17,312 $5.1M
Marathon Strategic Advisors, LLC 4.02% Add +1.2% 17,116 $5.0M
Family Legacy, Inc. 1.54% Reduce -1.7% 17,101 $5.0M
FinDec Wealth Services, Inc. 5.17% Reduce -3.3% 17,005 $5.0M
Smith, Moore & Co. 0.38% Reduce -1.9% 16,969 $5.0M
White Lighthouse Investment Management Inc. 0.76% Reduce -7.8% 16,863 $5.0M
Verdence Capital Advisors LLC 0.28% Add +2.9% 16,692 $4.9M
Veridan Wealth LLC 1.70% — 16,814 $4.9M
Shorepoint Capital Partners LLC 0.98% — 16,773 $4.9M
Boston Trust Walden Corp 0.04% Add +18.3% 16,728 $4.9M
Fiduciary Alliance LLC 0.33% Reduce -0.7% 16,559 $4.9M
Baron Silver Stevens Financial Advisors, LLC 0.71% Add +0.9% 16,547 $4.9M
Advocate Group LLC 0.80% Add +38.7% 16,475 $4.8M
Alpine Bank Wealth Management 0.68% Reduce -2.3% 16,367 $4.8M
Philadelphia Trust Co. 0.34% No change 16,355 $4.8M
Arete Wealth Advisors, LLC 0.30% Add +1.3% 16,320 $4.8M
Vickerman Investment Advisors, Inc. 0.97% Add +0.9% 16,267 $4.8M
Acorn Financial Advisory Services Inc. 0.72% Reduce -0.1% 16,034 $4.7M
TPG Financial Advisors, LLC 1.75% Add +0.5% 16,020 $4.7M
RW Investment Management LLC 0.48% Reduce -3.8% 15,915 $4.7M
Brown Brothers Harriman & Co. 0.03% Add +18.7% 15,881 $4.7M
Wealthspan Partners, LLC 1.80% Add +37.0% 15,875 $4.7M
GC Wealth Management RIA, LLC 0.15% Add +0.3% 15,840 $4.7M
Wilson & Boucher Capital Management, LLC 3.05% Reduce -0.6% 15,801 $4.6M
Main Street Financial Solutions, LLC 0.30% Reduce -2.6% 15,761 $4.6M
Capital Advantage, Inc. 0.69% Add +14.0% 15,730 $4.6M
First Horizon Corp. 0.22% — 15,727 $4.6M
Sage Mountain Advisors LLC 0.26% No change 15,620 $4.6M
Newman Dignan & Sheerar, Inc. 0.99% Add +0.5% 15,613 $4.6M
VestGen Advisors, LLC 0.15% Add +1.4% 15,566 $4.6M
Hofer & Associates. Inc 2.61% Add +0.9% 15,500 $4.6M
City Holding Co. 0.57% Reduce -5.3% 15,483 $4.5M
Country Club Bank 0.27% Reduce -2.9% 15,449 $4.5M
SouthState Bank Corp 0.21% Reduce -13.3% 15,411 $4.5M
Mokosak Advisory Group, LLC 1.18% Reduce -0.3% 15,377 $4.5M
Advisors Capital Management, LLC 0.06% Add +4.8% 15,323 $4.5M
Level Four Advisory Services, LLC 0.15% Add +26.7% 15,315 $4.5M
Mfa Wealth Advisors, LLC 0.97% Add +6.8% 15,174 $4.5M
Pine Valley Investments Ltd Liability Co 0.23% Add +6.5% 15,123 $4.4M
Federation des caisses Desjardins du Quebec 0.02% Add +1.9% 15,088 $4.4M
Weil Company, Inc. 1.06% Add +4.3% 15,065 $4.4M
Pinnacle Wealth Management Advisory Group, LLC 0.33% Reduce -0.6% 15,057 $4.4M
Great Lakes Retirement, Inc. 0.48% Add +2.6% 15,055 $4.4M
Aptus Capital Advisors, LLC 0.04% Add +0.3% 15,035 $4.4M
Grandview Asset Management LLC 1.24% Reduce -9.0% 14,980 $4.4M
Signature Estate & Investment Advisors LLC 0.09% Add +6.9% 14,966 $4.4M
Gradient Capital Advisors, LLC 1.18% Reduce -1.0% 14,964 $4.4M
Red Crane Wealth Management, LLC 3.71% Reduce -0.8% 14,958 $4.4M
Houlihan Financial Resource Group, Ltd. 3.86% Reduce -53.9% 14,954 $4.4M
Valpey Financial Services, LLC 2.87% Reduce -2.3% 14,953 $4.4M
Neuberger Berman Group LLC 0.00% Add +193.0% 14,876 $4.4M
CAP Partners, LLC 2.48% Add +2.2% 14,855 $4.4M
Wealthfront Advisers LLC 0.01% Add +19.3% 14,839 $4.4M
Koshinski Asset Management, Inc. 0.31% Add +2.9% 14,824 $4.4M
Salomon & Ludwin, LLC 0.39% Reduce -1.4% 14,737 $4.4M
MY Wealth Management Inc. 3.81% Add +0.5% 14,786 $4.3M
Cornerstone Wealth Management, LLC 0.24% Add +2.3% 14,774 $4.3M
Regal Investment Advisors LLC 0.28% Add +0.3% 14,753 $4.3M
Alesco Advisors, LLC, An ESL Co 0.12% Reduce -0.3% 14,659 $4.3M
Ascent Group, LLC 0.15% Reduce -0.8% 14,649 $4.3M
RFG Advisory, LLC 0.09% Reduce -5.7% 14,533 $4.3M
Sheets Smith Wealth Management 0.48% Add +67.3% 14,498 $4.3M
Rockingstone Advisors LLC 2.10% Add +14.0% 14,479 $4.3M
Apollon Wealth Management, LLC 0.08% Reduce -0.8% 14,472 $4.3M
Innovative Wealth Building LLC 3.31% Reduce -3.3% 14,467 $4.2M
Gotham Asset Management 0.02% Add +84.1% 14,462 $4.2M
Krilogy Financial LLC 0.16% New 14,690 $4.2M
Retirement Income Solutions, Inc. 0.72% No change 14,389 $4.2M
Fjell Capital, LLC 3.72% Reduce -3.3% 14,372 $4.2M
Fogel Capital Management, Inc. 1.95% Add +0.3% 14,366 $4.2M
LongView Wealth Management 1.14% Add +42.2% 14,321 $4.2M
Conservest Capital Advisors, Inc. 0.39% Add +0.3% 14,312 $4.2M
PFG Advisors 0.17% New 14,294 $4.2M
Greenwich Wealth Management LLC 0.21% Add +1.8% 14,150 $4.2M
Vise Technologies, Inc. 0.15% Add +8.2% 14,147 $4.2M
Anson Capital, Inc. 3.12% Add +0.3% 14,142 $4.2M
Partners in Financial Planning 0.72% Reduce -1.4% 14,113 $4.1M
Drucker Wealth 3.0, LLC 0.73% Reduce -49.3% 14,018 $4.1M
Armbruster Capital Management, Inc. 0.70% No change 14,008 $4.1M
Foster Victor Wealth Advisors, LLC 0.26% Add +0.0% 13,882 $4.1M
Badgley Phelps Wealth Managers, LLC 0.09% Reduce -0.2% 13,875 $4.1M
Marshall & Sterling Wealth Advisors Inc. 2.62% Add +2.1% 13,973 $4.1M
IFP Advisors, Inc 0.11% Add +0.3% 13,856 $4.1M
MIdWestOne Financial Group, Inc. 0.49% Add +19.4% 13,854 $4.1M
Americana Partners, LLC 0.12% Reduce -0.0% 13,842 $4.1M
Retirement Guys Formula LLC 1.43% Reduce -0.5% 13,825 $4.1M
IHT Wealth Management, LLC 0.10% Reduce -22.6% 13,821 $4.1M
Brookstone Capital Management 0.05% Add +7.7% 13,762 $4.0M
KCM Investment Advisors LLC 0.13% No change 13,655 $4.0M
Fund Evaluation Group, LLC 0.14% Reduce -11.0% 13,595 $4.0M
Legacy Advisors, LLC 0.49% — 13,524 $4.0M
Evercore Wealth Management, LLC 0.06% Reduce -4.1% 13,564 $4.0M
Maia Wealth LLC 0.67% Add +91.7% 13,676 $4.0M
Stock Yards Bank & Trust Co. 0.12% Add +7.5% 13,514 $4.0M
Renaissance Technologies 0.01% Reduce -34.5% 13,500 $4.0M
Flagship Harbor Advisors, LLC 0.17% Reduce -0.7% 13,493 $4.0M
Moisand Fitzgerald Tamayo, LLC 0.47% Reduce -1.2% 13,448 $4.0M
Tsfg, LLC 0.63% Reduce -4.0% 13,449 $4.0M
IFS Advisors, LLC 2.31% Add +1.9% 13,438 $3.9M
Ellenbecker Investment Group 0.58% Reduce -5.2% 13,416 $3.9M
BCGM Wealth Management, LLC 1.02% Reduce -1.0% 13,379 $3.9M
Mittelman Wealth Management 2.57% Add +30.5% 13,372 $3.9M
Hilltop Wealth Advisors, LLC 2.05% Reduce -0.5% 13,369 $3.9M
First American Bank 0.25% Add +2.9% 13,296 $3.9M
Charles Schwab Trust Co 0.27% Reduce -1.4% 13,286 $3.9M
Stonegate Investment Group, LLC 0.09% Add +5.6% 13,280 $3.9M
Financial Advisory Partners, LLC 1.14% Add +3.5% 13,232 $3.9M
Refined Wealth Management 2.50% Reduce -0.4% 13,232 $3.9M
AE Wealth Management LLC 0.02% Add +25.2% 13,218 $3.9M
Fort Washington Investment Advisors Inc. 0.02% Reduce -4.3% 13,128 $3.9M
Allen Mooney & Barnes Investment Advisors LLC 0.60% Reduce -0.4% 13,112 $3.9M
Adapt Wealth Advisors, LLC 1.42% Reduce -2.2% 13,110 $3.9M
First Commonwealth Financial Corp 0.65% Reduce -7.4% 13,109 $3.9M
Summit Financial Wealth Advisors, LLC 0.60% Add +3.2% 13,104 $3.8M
Omnia Family Wealth, LLC 1.24% Reduce -0.3% 12,995 $3.8M
Soltis Investment Advisors LLC 0.26% Add +18.9% 12,957 $3.8M
Simplicity Wealth,LLC 0.22% Reduce -42.1% 12,902 $3.8M
Wealth Alliance, LLC 0.39% Reduce -2.2% 12,885 $3.8M
First National Bank of Omaha 0.24% Reduce -0.1% 12,862 $3.8M
Motley Fool Wealth Management, LLC 0.26% Reduce -0.1% 12,857 $3.8M
Ieq Capital, LLC 0.01% Add +11.0% 12,849 $3.8M
Creative Financial Designs Inc. 0.25% Add +4.2% 12,735 $3.7M
Focus Financial Network, Inc. 0.13% Add +13.2% 12,667 $3.7M
Atlantic Union Bankshares Corp 0.07% Add +0.4% 12,671 $3.7M
Destiny Wealth Partners, LLC 0.45% Add +0.7% 12,640 $3.7M
WESCAP Management Group, Inc. 0.78% Reduce -2.4% 12,585 $3.7M
Diversified Trust Co. 0.07% Reduce -1.6% 12,571 $3.7M
Citadel Advisors 0.00% New 12,564 $3.7M
LexAurum Advisors, LLC 0.52% Add +30.4% 12,530 $3.7M
Snowden Capital Advisors LLC 0.10% Add +3.1% 12,462 $3.7M
Cannon Wealth Management Services, LLC 2.75% Add +2.5% 12,367 $3.6M
Sequoia Financial Advisors, LLC 0.02% Add +35.6% 12,290 $3.6M
Ridgewood Investments LLC 1.51% Add +8.9% 12,188 $3.6M
Boyd Wealth Management, LLC 1.54% Reduce -1.7% 12,179 $3.6M
Beacon Bridge Wealth Partners, LLC 1.26% Reduce -5.4% 12,071 $3.5M
Eagle Strategies LLC 0.47% Add +361.8% 12,067 $3.5M
Seamount Financial Group Inc. 1.67% Add +8.6% 12,037 $3.5M
Bar Harbor Wealth Management 0.21% Add +1.4% 12,023 $3.5M
Duncan Williams Asset Management, LLC 0.99% Add +4.8% 11,947 $3.5M
Mayflower Financial Advisors, LLC 0.44% Add +0.6% 11,884 $3.5M
Brighton Securities Corp. 1.81% Add +43.4% 11,815 $3.5M
Modern Wealth Management, LLC 0.07% Reduce -4.8% 11,775 $3.5M
Ameritas Advisory Services, LLC 0.23% Reduce -34.3% 11,719 $3.4M
Carrera Capital Advisors 0.61% Reduce -2.1% 11,600 $3.4M
Bank of Marin 2.41% No change 11,595 $3.4M
Capital Management Associates, Inc 0.92% Reduce -0.6% 11,595 $3.4M
Beckerman Institutional, LLC 2.00% Add +2.8% 11,580 $3.4M
GoalFusion Wealth Management, LLC 1.62% Add +1.7% 11,577 $3.4M
Valtinson Bruner Financial Planning LLC 1.00% Add +3.2% 11,524 $3.4M
Accredited Wealth Management, LLC 2.50% Reduce -80.4% 2,005 $3.4M
Strengthening Families & Communities, LLC 0.74% Add +1216.8% 11,469 $3.3M
Objective Capital Management, LLC 3.46% Add +0.4% 11,382 $3.3M
Magnus Financial Group LLC 0.26% Reduce -4.9% 11,374 $3.3M
Verus Capital Partners, LLC 0.26% Reduce -21.6% 11,372 $3.3M
Hexagon Capital Partners LLC 0.67% Add +0.7% 11,364 $3.3M
Hidden Cove Wealth Management, LLC 2.20% Add +4.2% 11,321 $3.3M
Orion Porfolio Solutions, LLC 0.03% Add +6.3% 11,289 $3.3M
Meridian Wealth Management, LLC 0.13% Reduce -0.5% 11,227 $3.3M
Maltin Wealth Management, Inc. 1.37% Add +5.0% 11,197 $3.3M
GEM Asset Management, LLC 1.56% Reduce -0.4% 11,175 $3.3M
City State Bank 0.95% Reduce -2.5% 11,155 $3.3M
BCM Advisors, LLC 0.65% Add +3.9% 11,066 $3.2M
Richmond Investment Services, LLC 0.60% Reduce -15.7% 11,028 $3.2M
Flywheel Private Wealth LLC 2.53% Reduce -1.1% 11,025 $3.2M
Strategic Family Wealth Counselors, L.L.C. 0.83% Add +7.1% 11,020 $3.2M
SOA Wealth Advisors, LLC. 0.53% Reduce -2.1% 11,020 $3.2M
Encompass Wealth Advisors, LLC 1.10% Add +0.3% 10,983 $3.2M
Capital Advisors Wealth Management, LLC 0.46% Add +15.2% 10,969 $3.2M
Red Cedar Investment Management, LLC 0.38% No change 10,950 $3.2M
Perennial Investment Advisors, LLC 0.27% Add +22.6% 10,917 $3.2M
Quadrant Capital Group LLC 0.10% Reduce -6.1% 10,916 $3.2M
NWF Advisory Services Inc. 0.35% Reduce -4.7% 10,903 $3.2M
Fusion Family Wealth, LLC 0.24% Reduce -0.3% 10,826 $3.2M
Sensible Financial Planning & Management, LLC. 0.57% Reduce -2.4% 10,684 $3.1M
Revolve Wealth Partners, LLC 0.38% Reduce -2.8% 10,681 $3.1M
Sepio Capital, LP 0.18% Reduce -7.9% 10,598 $3.1M
Bull Oak Capital, LLC 1.32% Reduce -26.1% 10,567 $3.1M
Mason & Associates Inc 0.62% Add +4.7% 10,552 $3.1M
CWS Financial Advisors, LLC 0.86% Add +0.9% 10,544 $3.1M
Conning Inc. 0.11% No change 10,535 $3.1M
Thoroughbred Financial Services, LLC 0.19% Add +1.3% 10,529 $3.1M
Segall Bryant & Hamill, LLC 0.04% Reduce -2.4% 10,509 $3.1M
FreeGulliver LLC 1.38% Add +6.0% 10,464 $3.1M
Financial Freedom, LLC 1.53% Reduce -0.5% 10,432 $3.1M
Fiera Capital Corp 0.01% Reduce -0.8% 10,357 $3.0M
PCA Investment Advisory Services Inc. 1.12% Reduce -2.9% 10,337 $3.0M
Balentine LLC 0.11% No change 10,309 $3.0M
High Net Worth Advisory Group LLC 0.73% Add +6.8% 10,303 $3.0M
Scott & Selber, Inc. 0.77% Reduce -1.1% 10,266 $3.0M
Legacy PCG, LLC 1.81% Reduce -0.6% 10,261 $3.0M
Good Steward Wealth Advisors,LLC 2.08% Add +19.8% 10,247 $3.0M
Virtue Asset Management LLC 2.53% — 10,223 $3.0M
UMB Bank, n.a. 0.04% Add +2.2% 10,213 $3.0M
American Money Management, LLC 0.50% Reduce -1.3% 10,141 $3.0M
Clear Creek Financial Management, LLC 0.26% Add +20.5% 10,102 $3.0M
Duncker Streett & Co. Inc. 0.52% Reduce -1.4% 10,090 $3.0M
West Bancorporation Inc. 1.65% Add +3.2% 10,074 $3.0M
Empower Advisory Group, LLC 0.01% Add +33.2% 10,067 $3.0M
SeaCrest Wealth Management, LLC 0.31% Add +12.3% 9,991 $3.0M
Glass Jacobson Investment Advisors llc 1.07% Reduce -5.8% 10,038 $2.9M
VestGen Investment Management 1.77% Reduce -1.2% 10,031 $2.9M
Sovran Advisors, LLC 0.26% Add +6.3% 10,164 $2.9M
Investor's Fiduciary Advisor Network, LLC 0.99% Reduce -3.5% 9,988 $2.9M
Haverford Trust Co 0.03% No change 9,977 $2.9M
Retirement Planning Co of New England, Inc. 1.18% Reduce -0.7% 9,967 $2.9M
CWA Asset Management Group, LLC 0.11% Add +0.7% 9,959 $2.9M
Eclectic Associates Inc. 0.54% Add +2.6% 9,953 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Reduce -5.2% 9,952 $2.9M
Intergy Private Wealth, LLC 0.91% Add +5.0% 9,949 $2.9M
Independent Financial Group, LLC 0.07% Add +1.4% 9,834 $2.9M
Welch & Forbes LLC 0.03% Add +2.5% 9,821 $2.9M
Garden State Investment Advisory Services LLC 0.73% No change 9,813 $2.9M
Boston Family Office LLC 0.18% Add +8.3% 9,757 $2.9M
Sincerus Advisory, LLC 2.45% Add +1.0% 9,737 $2.9M
Goelzer Investment Management, Inc. 0.15% Reduce -1.4% 9,722 $2.9M
SWP Financial LLC 1.45% Add +2.2% 9,714 $2.9M
Trust Co. of Vermont 0.12% Reduce -1.4% 9,692 $2.8M
Gainplan LLC 1.21% Reduce -3.7% 9,688 $2.8M
Dakota Wealth Management 0.06% Reduce -4.4% 9,665 $2.8M
Summit Financial Strategies, Inc. 0.24% Add +1.0% 9,662 $2.8M
Fifth Third Wealth Advisors LLC 0.10% Add +0.4% 9,661 $2.8M
Farmers & Merchants Investments Inc. 0.08% Add +5.0% 9,659 $2.8M
PFG Investments, LLC 0.15% Add +10.5% 9,636 $2.8M
Financial Insights, Inc. 0.92% Reduce -11.4% 9,465 $2.8M
Wedbush Securities Inc. 0.09% Reduce -35.3% 9,428 $2.8M
CreativeOne Wealth, LLC 0.07% Add +11.8% 9,407 $2.8M
Pension & Wealth Management Advisors, Inc. 0.87% Add +0.4% 9,404 $2.8M
PFW Advisors LLC 0.82% Reduce -0.5% 9,401 $2.8M
Hilltop Holdings Inc. 0.15% Add +14.0% 9,399 $2.8M
Transcendent Capital Group LLC 1.24% Reduce -0.8% 9,397 $2.8M
Abbot Financial Management, Inc. 1.18% Reduce -1.8% 9,395 $2.8M
Missouri Trust & Investment Co 0.81% No change 9,370 $2.8M
Flputnam Investment Management Co. 0.04% Reduce -0.6% 9,369 $2.8M
Transcend Capital Advisors, LLC 0.19% Reduce -0.6% 9,367 $2.8M
Columbus Macro, LLC 0.31% No change 9,332 $2.7M
Investment Partners, LTD. 0.96% Reduce -0.1% 9,324 $2.7M
Smartleaf Asset Management LLC 0.17% Add +15.4% 9,295 $2.7M
Peoples Financial Services Corp. 1.23% Add +116.7% 9,264 $2.7M
Tritonpoint Wealth, LLC 0.23% Add +11.3% 9,225 $2.7M
Fiduciary Trust Co 0.03% Reduce -0.9% 9,254 $2.7M
AAF Wealth Management, LLC 1.23% Add +0.1% 9,244 $2.7M
CM Wealth Advisors LLC 0.71% No change 9,100 $2.7M
Frank, Rimerman Advisors LLC 0.17% Add +1.5% 9,095 $2.7M
Certified Advisory Corp 0.25% Add +1.1% 9,088 $2.7M
Baker Tilly Wealth Management, LLC 0.60% Add +15.9% 9,086 $2.7M
Shepherd Kaplan Krochuk, LLC 2.19% Add +13.7% 9,073 $2.7M
Robertson Stephens Wealth Management, LLC 0.08% Add +3.1% 9,037 $2.7M
West Financial Advisors, LLC 0.44% Reduce -0.4% 9,057 $2.7M
21 West Wealth Management LLC 2.52% Add +2.4% 9,046 $2.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.5% 9,027 $2.7M
New Perspectives, Inc 1.19% Add +0.8% 9,026 $2.7M
FineMark National Bank & Trust 0.09% Add +88.0% 9,012 $2.6M
Sound View Wealth Advisors Group, LLC 0.18% Reduce -3.4% 8,996 $2.6M
Graves Light Lenhart Wealth, Inc. 0.29% Add +4.5% 8,952 $2.6M
Dogwood Wealth Management LLC 1.20% No change 8,920 $2.6M
Moneywise, Inc. 1.19% Reduce -2.5% 8,933 $2.6M
Linscomb Wealth, Inc. 0.11% Reduce -7.8% 8,922 $2.6M
National Bank of Canada 0.00% Add +2.2% 8,922 $2.6M
Washington Trust Bank 0.19% Reduce -5.1% 8,921 $2.6M
Index Fund Advisors, Inc. 0.13% Add +0.1% 8,882 $2.6M
Chatham Capital Group, Inc. 0.37% No change 8,870 $2.6M
Members Trust Co 0.09% Add +289.9% 8,847 $2.6M
Laird Norton Wetherby Wealth Management, LLC 0.11% No change 8,833 $2.6M
VeraBank, N.A. 0.48% Reduce -2.8% 8,783 $2.6M
Intellectus Partners, LLC 0.50% Add +0.1% 8,724 $2.6M
Polen Capital Management LLC 0.01% New 8,690 $2.6M
Affiance Financial, LLC 0.46% Add +8.3% 8,677 $2.5M
Knightsbridge Asset Management, LLC 0.43% Add +579.8% 8,661 $2.5M
Joel Adams & Associates, Inc. 2.05% Reduce -2.3% 8,655 $2.5M
Aureus Asset Management, LLC 0.17% Add +0.4% 8,650 $2.5M
Heritage Wealth Advisors 0.11% Add +3.0% 8,619 $2.5M
Wells Financial Advisors INC 3.38% Reduce -1.1% 8,609 $2.5M
Patten Group, Inc. 0.49% Add +1.0% 8,567 $2.5M
Covington Investment Advisors Inc. 0.33% Add +7.2% 8,531 $2.5M
REDW Wealth LLC 0.95% Add +0.3% 8,525 $2.5M
Sand Hill Global Advisors, LLC 0.09% Reduce -8.3% 8,509 $2.5M
Integrity Alliance, Llc. 0.12% Reduce -37.3% 8,491 $2.5M
Topel & Distasi Wealth Management, LLC 1.22% Reduce -2.2% 8,425 $2.5M
Monograph Wealth Advisors, LLC 0.25% Add +3.8% 8,382 $2.5M
Fortis Group Advisors, LLC 0.42% Add +1.4% 8,471 $2.5M
Fingerlakes Wealth Management, Inc. 1.61% Reduce -1.0% 8,382 $2.5M
Optima Capital LLC 1.19% Add +82.4% 8,361 $2.5M
Pennsylvania Capital Management Inc. 0.72% No change 8,369 $2.5M
Defined Wealth Management, LLC 1.42% Reduce -0.7% 8,343 $2.5M
Lodestar Private Asset Management LLC 0.26% Add +3.0% 8,321 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +17.5% 8,293 $2.4M
LOM Asset Management Ltd 0.74% Reduce -0.7% 8,232 $2.4M
Highland Capital Management, LLC 0.12% Add +0.6% 8,210 $2.4M
DeDora Capital, Inc. 0.58% Reduce -0.3% 8,206 $2.4M
ERn Financial, LLC 0.47% Reduce -1.1% 8,184 $2.4M
Essex Bank 0.54% Reduce -0.1% 8,177 $2.4M
Blue Trust, Inc. 0.03% Add +92.8% 8,117 $2.4M
AlTi Global, Inc. 0.06% Reduce -7.5% 8,050 $2.4M
Afg Fiduciary Services Limited Partnership 1.38% Reduce -0.7% 8,086 $2.4M
Planning Directions Inc. 1.24% Add +2.0% 8,058 $2.4M
N.E.W. Advisory Services LLC 0.21% Add +1.4% 8,044 $2.4M
Wealth Dimensions Group, Ltd. 0.48% Reduce -2.0% 8,008 $2.4M
Members Wealth LLC 1.49% — 7,996 $2.3M
Private Trust Co. NA 0.21% Add +2.0% 7,980 $2.3M
Portland Financial Advisors Inc 4.98% Add +2.7% 7,958 $2.3M
Bridgewater Advisors Inc. 0.16% No change 8,087 $2.3M
Pitcairn Co. 0.18% No change 7,825 $2.3M
Stablepoint Partners, LLC 0.36% Add +4.1% 7,781 $2.3M
Howland Capital Management LLC 0.09% Reduce -0.4% 7,657 $2.3M
Argonautica Private Wealth Management, Inc. 0.66% Add +0.5% 7,642 $2.2M
South Plains Financial, Inc. 1.40% Add +3.4% 7,632 $2.2M
Wood Tarver Financial Group, LLC 0.66% Reduce -2.7% 7,618 $2.2M
Capital Analysts, LLC 0.06% Add +3.2% 7,530 $2.2M
Plimoth Trust Co. LLC 0.50% Add +2.1% 7,527 $2.2M
Moneco Advisors, LLC 0.18% Reduce -38.4% 7,525 $2.2M
Oxford Financial Group, LTD. LLC 0.12% Reduce -0.0% 7,484 $2.2M
U.S. Capital Wealth Advisors, LLC 0.06% Add +4.6% 7,441 $2.2M
Mission Creek Capital Partners, Inc. 0.43% Add +177.7% 7,419 $2.2M
Bragg Financial Advisors, Inc 0.07% Reduce -0.5% 7,410 $2.2M
Wingate Wealth Advisors, Inc. 1.51% Add +19.6% 7,406 $2.2M
Debussy Capital Management LP 0.31% Reduce -18.2% 7,405 $2.2M
JFS Wealth Advisors, LLC 0.13% Reduce -0.2% 7,398 $2.2M
Columbia Asset Management 0.40% Reduce -2.5% 7,346 $2.2M
Pandora Wealth, Inc. 1.29% No change 7,282 $2.1M
Gibson Capital, LLC 0.39% Reduce -2.1% 7,282 $2.1M
St. Louis Trust Co 0.27% Add +18.6% 7,275 $2.1M
Leelyn Smith, LLC 0.32% No change 7,243 $2.1M
Wisconsin Wealth Advisors, LLC 2.02% Reduce -0.9% 7,231 $2.1M
Petix & Botte Co 0.49% Add +0.1% 7,202 $2.1M
Great Lakes Advisors, LLC 0.02% Add +0.2% 7,195 $2.1M
Affinity Capital Advisors, LLC 0.32% Reduce -0.1% 7,175 $2.1M
New Covenant Trust Company, N.A. 1.97% Reduce -5.3% 7,191 $2.1M
Montis Financial, LLC 0.48% Reduce -22.6% 7,157 $2.1M
Anchor Investment Management, LLC 0.17% Reduce -1.1% 7,131 $2.1M
Interactive Financial Advisors, Inc. 1.13% Reduce -1.6% 7,106 $2.1M
Plancorp, LLC 0.07% Add +1.8% 7,076 $2.1M
Wetzel Investment Advisors, Inc. 0.89% Reduce -0.6% 7,044 $2.1M
Clarity Capital Advisors, LLC 1.13% Add +0.3% 7,034 $2.1M
Reliant Investment Partners, LLC 1.61% Reduce -3.2% 6,959 $2.1M
Russell Investments Group, Ltd. 0.00% Reduce -22.8% 6,983 $2.1M
Ironwood Financial, llc 0.36% Add +1.5% 6,977 $2.0M
Intrua Financial, LLC 0.24% New 6,967 $2.0M
Stonebridge Financial Planning Group, LLC 0.76% Add +29.1% 6,927 $2.0M
Rockland Trust Co. 0.08% Add +98.8% 6,919 $2.0M
Modus Advisors, LLC 0.55% Reduce -10.3% 6,889 $2.0M
Beaumont Financial Advisors, LLC 0.14% Add +0.2% 6,887 $2.0M
Courier Capital LLC 0.12% Add +4.8% 6,878 $2.0M
RMG Wealth Management LLC 0.28% Reduce -0.2% 6,907 $2.0M
Sachetta, LLC 0.75% Reduce -1.4% 6,863 $2.0M
Watershed Private Wealth LLC 0.64% Reduce -3.8% 6,847 $2.0M
Next Level Private LLC 0.58% Reduce -1.2% 6,806 $2.0M
Curio Wealth, LLC 0.82% Reduce -12.9% 6,840 $2.0M
Atlanta Consulting Group Advisors, LLC 0.49% Reduce -13.0% 6,759 $2.0M
Mosaic Family Wealth Partners, LLC 0.23% Reduce -19.8% 6,795 $2.0M
IFG Advisors, LLC 0.33% Reduce -21.9% 6,781 $2.0M
Florida Trust Wealth Management Co 0.06% Add +22.1% 6,680 $2.0M
Capital Advisory Group Advisory Services, LLC 0.61% Reduce -0.7% 6,670 $2.0M
Secure Asset Management, LLC 0.32% Reduce -30.9% 6,675 $2.0M
Peak Asset Management, LLC 0.34% Reduce -1.6% 6,657 $2.0M
Sentinel Pension Advisors, LLC 0.31% Reduce -8.9% 6,645 $2.0M
Midwestern Financial, LLC 1.67% Add +62.0% 6,641 $2.0M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -43.6% 6,635 $1.9M
Wilmington Savings Fund Society, FSB 0.05% Reduce -34.1% 6,607 $1.9M
Lincoln Capital Corp. 0.70% Reduce -0.7% 6,576 $1.9M
Security Financial Services, INC. 0.31% Reduce -1.1% 6,535 $1.9M
Harbor Group, Inc. 0.30% Reduce -4.5% 6,511 $1.9M
Yarger Wealth Strategies, LLC 0.88% Reduce -2.4% 6,501 $1.9M
Ofc Financial Planning, LLC 1.89% Reduce -2.4% 6,494 $1.9M
Medallion Wealth Advisors, LLC 0.67% Add +4.6% 6,467 $1.9M
SageView Advisory Group, LLC 0.07% Reduce -1.1% 6,461 $1.9M
First County Bank 0.97% Add +8.3% 6,454 $1.9M
Segment Wealth Management, LLC 0.11% Add +4.2% 6,454 $1.9M
Lion Street Advisors, LLC 0.66% Reduce -49.0% 7,511 $1.9M
Romano Brothers and Company 0.22% Add +1.4% 6,452 $1.9M
Laraway Financial Advisors Inc 1.29% Add +6.3% 6,451 $1.9M
Sax Wealth Advisors, LLC 0.10% Add +0.6% 6,399 $1.9M
Nicolet Bankshares Inc. 0.30% Reduce -11.1% 6,381 $1.9M
Sapient Capital LLC 0.03% Add +0.2% 6,364 $1.9M
MidAtlantic Capital Management, Inc. 1.28% No change 6,368 $1.9M
Bravias Capital Group, LLC 1.25% Add +26.8% 6,366 $1.9M
Evergreen Capital Management LLC 0.04% No change 6,328 $1.9M
Lanark Financial, Inc. 0.14% Reduce -0.0% 6,340 $1.9M
Brown Miller Wealth Management, LLC 0.53% Add +0.3% 6,323 $1.9M
Camelot Portfolios, LLC 1.10% Reduce -0.3% 6,316 $1.9M
Ami Investment Management Inc. 0.43% Reduce -3.1% 6,316 $1.9M
Willow Creek Wealth Management Inc. 0.15% Add +131.2% 6,308 $1.9M
Allegheny Financial Group 0.35% Add +26.9% 6,306 $1.9M
Hilltop National Bank 0.46% Reduce -3.4% 6,305 $1.9M
Garrison Point Advisors, LLC 0.78% Add +11.3% 6,302 $1.9M
Crux Wealth Advisors 0.73% Reduce -2.6% 6,297 $1.8M
RMR Capital Management, LLC 1.29% Add +8.9% 6,278 $1.8M
Strata Wealth Advisors, LLC 0.49% Reduce -3.5% 6,274 $1.8M
waypoint wealth counsel 0.73% Reduce -0.2% 6,269 $1.8M
Savvy Advisors, Inc. 0.08% Add +19.7% 6,269 $1.8M
Fortis Capital Management LLC 0.26% Add +3.5% 6,252 $1.8M
Viawealth, LLC 1.00% Add +3.2% 6,244 $1.8M
Clear Harbor Asset Management, LLC 0.13% Add +8.7% 6,235 $1.8M
Flagstar Securities, Inc. 0.56% Reduce -23.6% 6,205 $1.8M
PGIM Custom Harvest LLC 0.03% Add +0.7% 6,216 $1.8M
Hurlow Wealth Management Group, Inc. 0.47% Add +1.0% 6,203 $1.8M
Mitchell Sinkler & Starr 0.82% Reduce -0.3% 6,177 $1.8M
Appleton Partners Inc. 0.12% Reduce -0.7% 6,161 $1.8M
Williams Jones Wealth Management, LLC. 0.02% No change 6,148 $1.8M
Rockwood Wealth Management, LLC 0.14% Add +2.6% 6,138 $1.8M
Royal Fund Management, LLC 0.22% Reduce -5.0% 6,093 $1.8M
Stevens Capital Partners 0.53% Reduce -3.0% 6,094 $1.8M
Bangor Savings Bank 0.15% Reduce -0.6% 6,067 $1.8M
Opulen Financial Group LLC 1.35% Reduce -0.8% 6,067 $1.8M
Checchi Capital Advisers, LLC 0.12% Reduce -0.1% 6,039 $1.8M
Old National Bancorp 0.03% Add +19.6% 6,039 $1.8M
Adirondack Trust Co. 0.59% No change 6,038 $1.8M
BOS Asset Management, LLC 0.50% Add +1.7% 6,022 $1.8M
Keystone Global Partners, LLC 0.90% Reduce -15.0% 5,998 $1.8M
Vident Advisory, LLC 0.02% Add +1.3% 5,918 $1.7M
Ironwood Investment Counsel, LLC 0.25% Reduce -6.6% 5,851 $1.7M
Ritholtz Wealth Management 0.03% Add +6.4% 5,851 $1.7M
Spire Wealth Management 0.06% Add +0.5% 5,830 $1.7M
Aspen Investment Management Inc 0.66% No change 5,802 $1.7M
GWN Securities Inc. 0.39% Reduce -52.2% 5,740 $1.7M
Stone Summit Wealth LLC 0.48% Add +60.1% 5,759 $1.7M
Allegiance Financial Group Advisory Services LLC 0.39% Reduce -10.3% 5,737 $1.7M
Harbor Investment Advisory, LLC 0.14% Add +37.0% 5,747 $1.7M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -1.8% 5,732 $1.7M
B&D White Capital Company, LLC 0.22% New 5,730 $1.7M
Mascagni Wealth Management, Inc. 1.30% Reduce -4.4% 5,707 $1.7M
Victory Financial Group, LLC 0.23% Reduce -7.4% 5,692 $1.7M
Allspring Global Investments Holdings, LLC 0.00% Add +264.9% 5,696 $1.7M
CFS Investment Advisory Services, LLC 0.12% Add +2.0% 5,627 $1.7M
Mustard Seed Financial, LLC 1.07% Add +0.4% 5,644 $1.7M
BCS Private Wealth Management, Inc. 0.59% Add +0.3% 5,617 $1.7M
Silver Oak Securities, Incorporated 0.12% Add +4.4% 5,622 $1.7M
First National Trust Co 0.06% Add +8.8% 5,622 $1.7M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -10.2% 5,602 $1.6M
Grange Capital, LLC 1.58% Reduce -1.1% 5,575 $1.6M
Advisor OS, LLC 0.14% Add +1.5% 5,571 $1.6M
Rehmann Capital Advisory Group 0.09% Add +1.2% 5,565 $1.6M
Landmark Wealth Management, LLC 0.65% Add +0.6% 5,562 $1.6M
Vista Investment Management 0.57% Add +0.1% 5,551 $1.6M
National Wealth Management Group, LLC 0.61% Add +113.1% 5,548 $1.6M
Bowman & Co S.C. 0.69% Add +4.5% 5,541 $1.6M
Cyndeo Wealth Partners, LLC 0.09% Add +0.8% 5,540 $1.6M
Chandler Asset Management, Inc. 0.27% No change 5,533 $1.6M
Mayport, LLC 0.35% No change 5,527 $1.6M
Synergy Financial Group, LTD 1.09% Add +2.7% 5,519 $1.6M
Addison Advisors LLC 0.37% Reduce -0.5% 5,496 $1.6M
Marks Group Wealth Management, Inc 0.15% No change 5,490 $1.6M
MJP Associates Inc. 0.21% Add +2.3% 5,463 $1.6M
NorthRock Partners, LLC 0.03% Add +64.5% 5,461 $1.6M
Brio Consultants, LLC 0.22% Reduce -13.3% 5,442 $1.6M
Crewe Advisors LLC 0.15% Reduce -24.6% 5,437 $1.6M
Interchange Capital Partners, LLC 0.31% Add +1.6% 5,386 $1.6M
Riverbend Wealth Management, LLC 1.10% Reduce -3.8% 5,365 $1.6M
Yoffe Investment Management, LLC 2.04% No change 5,345 $1.6M
Everhart Financial Group, Inc. 0.16% Add +4.9% 5,333 $1.6M
Truepoint, Inc. 0.04% Reduce -2.8% 5,328 $1.6M
Tactive Advisors, LLC 0.44% Add +14.6% 5,309 $1.6M
Biltmore Family Office, LLC 0.22% No change 5,278 $1.6M
Balanced Rock Investment Advisors LLC 1.14% Add +5.9% 5,295 $1.6M
Essex LLC 0.28% Reduce -1.2% 5,290 $1.6M
B & T Capital Management DBA Alpha Capital Management 0.24% Reduce -1.0% 5,230 $1.5M
First Trust Advisors LP 0.00% Add +14.3% 5,213 $1.5M
Heritage Wealth Management, Inc. 0.45% Reduce -0.3% 5,164 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.10% Add +0.3% 5,162 $1.5M
Dana Investment Advisors, Inc. 0.04% Reduce -21.9% 5,111 $1.5M
GAMMA Investing LLC 0.08% Add +3.0% 5,092 $1.5M
Foster Dykema Cabot & Partners, LLC 0.10% No change 5,071 $1.5M
Twin Peaks Wealth Advisors, LLC 0.51% Add +11.7% 5,081 $1.5M
Mill Creek Capital Advisors, LLC 0.03% Add +0.2% 5,078 $1.5M
Beacon Financial Group 0.15% Reduce -0.7% 5,056 $1.5M
Fairview Capital Investment Management, LLC 0.08% No change 5,049 $1.5M
TrueWealth Advisors, LLC 0.40% Add +0.1% 5,038 $1.5M
Yukon Wealth Management, Inc. 0.48% Add +0.4% 5,025 $1.5M
Taylor & Morgan Wealth Management, LLC 0.91% No change 5,021 $1.5M
Cambridge Associates LLC /Ma/ 0.03% New 4,992 $1.5M
Droms Strauss Advisors Inc. /Mo/ 0.42% Reduce -7.2% 4,987 $1.5M
Ramsay, Stattman, Vela & Price, Inc. 0.26% No change 4,973 $1.5M
Voisard Asset Management Group, Inc. 0.34% No change 4,967 $1.5M
Advisory Research Inc. 0.19% Add +1.3% 4,966 $1.5M
Twin Focus Capital Partners, LLC 0.19% Add +0.1% 4,964 $1.5M
Portland Global Advisors LLC 0.16% Add +0.2% 4,948 $1.5M
Coordinated Financial Services, Inc. 0.94% Reduce -2.3% 4,927 $1.4M
Gilbert & Cook, Inc. 0.19% Add +2.9% 4,926 $1.4M
New Century Financial Group, LLC 2.56% Add +0.3% 4,894 $1.4M
Cypress Capital Group 0.17% Reduce -5.2% 4,868 $1.4M
Winthrop Advisory Group LLC 0.12% Add +0.1% 4,828 $1.4M
Legacy Trust 0.28% Add +157.6% 4,823 $1.4M
BankPlus Wealth Management LLC 0.83% Add +39.6% 4,820 $1.4M
OLIO Financial Planning 0.41% Add +7.3% 4,811 $1.4M
Callan Family Office, LLC 0.04% Reduce -2.5% 4,802 $1.4M
Proffitt & Goodson Inc. 0.20% Reduce -2.4% 4,785 $1.4M
HM Payson & Co. 0.02% Add +3.0% 4,774 $1.4M
Inspirion Wealth Advisors, LLC 0.20% Reduce -31.8% 5,312 $1.4M
EagleClaw Capital Managment, LLC 0.20% No change 4,765 $1.4M
Forefront Wealth Partners, LLC 0.35% Reduce -13.2% 4,753 $1.4M
Jacobi Capital Management LLC 0.08% Add +28.7% 4,730 $1.4M
Luminist Capital LLC 1.21% Add +10.8% 4,710 $1.4M
Mosaic Financial Group, LLC 0.98% Add +0.1% 4,670 $1.4M
Etesian Wealth Advisors, Inc. 0.45% Reduce -11.8% 4,652 $1.4M
LJI Wealth Management, LLC 0.24% Reduce -12.9% 4,650 $1.4M
Dynamic Wealth Strategies, LLC 0.91% Add +3.7% 4,631 $1.4M
Platform Technology Partners 0.33% Add +14.8% 4,621 $1.4M
Alpha Cubed Investments, LLC 0.05% Reduce -9.4% 4,620 $1.4M
Foundations Investment Advisors, LLC 0.02% Reduce -6.5% 4,602 $1.4M
FF Advisors,LLC 0.64% Reduce -6.0% 4,577 $1.3M
Novem Group 0.16% Add +6.3% 4,544 $1.3M
Capstone Wealth Management Group, LLC 0.56% Reduce -0.3% 4,538 $1.3M
NBT Bank, N.A. 0.09% Reduce -25.4% 3,525 $1.3M
Southland Equity Partners LLC 0.27% Reduce -1.2% 4,529 $1.3M
Fiduciary Family Office, LLC 0.38% Reduce -16.7% 4,528 $1.3M
Coastline Trust Co 0.14% Reduce -3.4% 4,519 $1.3M
Consolidated Portfolio Review Corp 0.17% Add +7.9% 4,514 $1.3M
Sherman Asset Management, Inc. 1.14% Add +1.5% 4,515 $1.3M
Oldfather Financial Services, LLC 0.41% Reduce -1.6% 4,506 $1.3M
Golden State Wealth Management, LLC 0.14% Add +2.0% 4,470 $1.3M
Stillwater Capital Advisors, LLC 0.15% Reduce -3.2% 4,469 $1.3M
Fermata Advisors, LLC 0.33% Reduce -0.0% 4,436 $1.3M
Journey Advisory Group, LLC 0.10% Add +0.9% 4,429 $1.3M
New England Private Wealth Advisors LLC 0.17% Add +4.8% 4,384 $1.3M
3Chopt Investment Partners, LLC 0.29% No change 4,368 $1.3M
Montecito Bank & Trust 0.20% — 4,379 $1.3M
EverSource Wealth Advisors, LLC 0.05% Add +3.7% 4,366 $1.3M
Payne Capital LLC 1.30% — 4,361 $1.3M
Geneos Wealth Management Inc. 0.03% Reduce -76.7% 4,353 $1.3M
ARK & TLK Investments, LLC 0.41% No change 4,352 $1.3M
Western Wealth Management, LLC 0.07% Reduce -2.1% 4,345 $1.3M
GW&K Investment Management, LLC 0.01% Add +88.3% 4,337 $1.3M
Clarius Group, LLC 0.08% No change 4,334 $1.3M
Farmers National Bank 0.30% Reduce -1.1% 4,313 $1.3M
High Note Wealth, LLC 0.25% Reduce -1.5% 4,310 $1.3M
Mogy Joel R Investment Counsel Inc. 0.07% No change 4,305 $1.3M
Darden Wealth Group Inc 0.66% Add +6.0% 4,271 $1.3M
Caitlin John, LLC 0.87% Reduce -1.1% 4,269 $1.3M
Chapin Davis, Inc. 0.31% Add +2.4% 4,265 $1.3M
Omega Financial Group, LLC 0.42% Reduce -1.4% 4,263 $1.3M
Trajan Wealth LLC 0.05% Reduce -7.8% 4,244 $1.2M
Sachem Hill LLC 0.25% Reduce -0.4% 4,243 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +0.8% 4,241 $1.2M
Kelleher Financial Advisors 0.31% Reduce -36.2% 4,237 $1.2M
KPP Advisory Services LLC 0.18% Add +0.5% 4,222 $1.2M
Fairway Wealth LLC 0.35% Add +51.3% 4,208 $1.2M
Simon Quick Advisors, LLC 0.06% Add +7.9% 4,204 $1.2M
Asset Dedication, LLC 0.08% Reduce -0.1% 4,198 $1.2M
Measured Wealth Private Client Group, LLC 0.33% Reduce -1.5% 4,184 $1.2M
Birch Hill Investment Advisors LLC 0.05% Add +0.9% 4,184 $1.2M
Traction Financial Partners, LLC 0.76% Add +2.9% 4,170 $1.2M
Strategies Wealth Advisors, LLC 0.13% Reduce -0.6% 4,149 $1.2M
Cornerstone Wealth Group, LLC 0.08% Reduce -2.4% 4,148 $1.2M
Kellett Wealth Advisors, LLC 0.73% Add +0.1% 4,143 $1.2M
TFC Financial Management, Inc. 0.16% Add +0.1% 4,141 $1.2M
IFG Advisory, LLC 0.06% Add +1.2% 4,140 $1.2M
CJM Wealth Advisers, Ltd. 0.37% No change 4,130 $1.2M
Summit Investment Advisory Services, LLC 0.48% Add +14.6% 4,118 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -3.5% 4,090 $1.2M
Delta Financial Advisors LLC 0.34% Add +0.7% 4,088 $1.2M
Cibc World Market Inc. 0.00% Reduce -0.0% 4,085 $1.2M
Liberty Square Wealth Partners LLC 0.37% No change 4,078 $1.2M
Aire Advisors, LLC 0.22% Add +0.6% 4,049 $1.2M
Lutz Financial Services LLC 0.09% Add +0.2% 4,013 $1.2M
FDx Advisors, Inc. 0.35% Reduce -26.5% 4,030 $1.2M
SteelPeak Wealth, LLC 0.04% New 3,975 $1.2M
Root Financial Partners, LLC 0.07% Add +53.7% 3,988 $1.2M
Donor Advised Charitable Giving, Inc. 0.02% No change 3,987 $1.2M
Envision Financial Planning, LLC 0.50% Add +0.0% 3,983 $1.2M
Certuity, LLC 0.08% Add +55.2% 3,980 $1.2M
Wealth Architects, LLC 0.11% Reduce -0.0% 3,977 $1.2M
Stephen J. Garry & Associates, LLC 0.93% Reduce -0.5% 3,975 $1.2M
Clayton Financial Group LLC 0.85% Add +14.6% 3,955 $1.2M
Fortitude Advisory Group L.L.C. 0.62% Add +3.1% 3,954 $1.2M
Blue Bell Private Wealth Management, LLC 0.18% Add +2.6% 3,953 $1.2M
Sellwood Investment Partners LLC 0.46% Add +781.9% 3,951 $1.2M
Matrix Asset Advisors Inc. 0.11% Add +42.8% 3,940 $1.2M
DMKC Advisory Services, LLC 0.59% Add +46.3% 3,939 $1.2M
Hiley Hunt Wealth Management 0.54% No change 3,936 $1.2M
Atlas Legacy Advisors, LLC 0.22% Reduce -22.5% 3,932 $1.2M
TFB Advisors LLC 0.34% Reduce -11.8% 3,950 $1.2M
Community Trust & Investment Co. 0.06% New 3,900 $1.1M
Fulton Bank, N.A. 0.04% No change 3,898 $1.1M
German American Bancorp, Inc. 0.10% No change 3,891 $1.1M
Koss-Olinger Consulting, LLC 0.09% Reduce -0.3% 4,078 $1.1M
Triangle Securities Wealth Management 0.26% Add +1.3% 3,879 $1.1M
Lee, Kelleher & Klein Wealth Management 0.70% Reduce -2.5% 3,852 $1.1M
Kennebec Savings Bank 1.03% Add +5.3% 3,832 $1.1M
Bluestem Financial Advisors, LLC 0.44% Reduce -2.8% 3,819 $1.1M
Longview Financial Advisors, Inc. 0.80% Reduce -1.7% 3,811 $1.1M
Moss Adams Wealth Advisors LLC 0.09% Add +4.4% 3,789 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -6.2% 3,769 $1.1M
Mitchell Capital Management Co. 0.19% Add +10.2% 3,768 $1.1M
Mission Wealth Management, LP 0.02% Reduce -19.8% 3,756 $1.1M
Evernest Financial Advisors, LLC 0.31% Add +2.4% 3,747 $1.1M
Evanson Asset Management, LLC 0.06% Add +0.1% 3,745 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% No change 3,743 $1.1M
Plan A Wealth LLC 0.56% Reduce -39.3% 3,736 $1.1M
Wernau Asset Management Inc. 1.13% No change 3,719 $1.1M
Murphy & Mullick Capital Management Corp 0.81% No change 3,707 $1.1M
OMNI 360 Wealth, Inc. 0.61% Reduce -0.6% 3,703 $1.1M
Seek First Inc. 0.78% Add +0.4% 3,685 $1.1M
Ardent Capital Management, Inc. 0.46% No change 3,680 $1.1M
Sound Income Strategies, LLC 0.06% Add +0.5% 3,675 $1.1M
Keystone Wealth Services, LLC 0.23% Add +1.0% 3,661 $1.1M
Paragon Private Wealth Management, LLC 0.35% Add +8.3% 3,656 $1.1M
Hobbs Group Advisors, LLC 0.33% Add +0.0% 3,646 $1.1M
Summit Wealth Partners, LLC 0.19% Reduce -2.0% 3,625 $1.1M
TABR Capital Management, LLC 0.73% Reduce -1.3% 3,631 $1.1M
Powers Advisory Group, LLC 0.42% Add +32.8% 3,608 $1.1M
Farnam Financial LLC 0.82% Reduce -5.2% 3,606 $1.1M
BridgePort Financial Solutions, LLC 0.28% Add +4.2% 3,596 $1.1M
Riverview Trust Co 1.28% No change 3,592 $1.1M
MilWealth Group LLC 0.26% Reduce -1.9% 3,569 $1.0M
MPWM Advisory Solutions, LLC 0.62% Add +4.4% 3,568 $1.0M
Fischer Investment Strategies, LLC 0.63% Reduce -81.4% 3,568 $1.0M
Marotta Asset Management 0.20% No change 3,560 $1.0M
Chemistry Wealth Management LLC 0.20% Add +9.8% 3,551 $1.0M
Waldron Private Wealth LLC 0.04% Add +67.2% 3,533 $1.0M
Covenant Asset Management, LLC 0.20% Add +1.2% 3,545 $1.0M
WealthBridge Capital Management, LLC 0.24% Reduce -3.5% 3,545 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -4.2% 3,544 $1.0M
First Citizens Bank & Trust Co. 0.02% Add +33.0% 3,523 $1.0M
Blossom Wealth Management 1.67% Add +3.5% 3,520 $1.0M
Madden Advisory Services, Inc. 0.43% Reduce -0.3% 3,508 $1.0M
Hancock Whitney Corp. 0.02% No change 3,507 $1.0M
Beaird Harris Wealth Management, LLC 0.07% Add +0.3% 3,492 $1.0M
Melone Private Wealth, LLC 0.46% Add +0.1% 3,487 $1.0M
Matrix Private Capital Group LLC 0.54% Add +2.9% 3,473 $1.0M
Greenhouse Wealth Management, LLC 0.61% Reduce -5.1% 3,482 $1.0M
LifePlan Financial, LLC 0.81% Reduce -5.7% 3,482 $1.0M
Randolph Co Inc 0.10% Reduce -0.9% 3,468 $1.0M
Plan Group Financial, LLC 0.27% No change 3,467 $1.0M
StrongBox Wealth, LLC 0.34% Reduce -0.7% 3,435 $1.0M
Tme Financial, Inc. 0.75% Add +4.9% 3,422 $1.0M
Aspiriant, LLC 0.03% No change 3,410 $1.0M
Lazard Asset Management LLC 0.00% No change 3,400 $999K
Capital Squared Financial LLC 0.86% Add +80.8% 3,388 $995K
Glen Eagle Advisors, LLC 0.14% Add +15.2% 3,381 $993K
Pinnacle Bancorp, Inc. 0.29% Reduce -0.1% 3,359 $987K
Peak Retirement Planning, Inc. 0.28% Add +15.1% 3,358 $986K
Antonelli Financial Advisors, LLC 0.67% Reduce -4.1% 3,354 $985K
Eagle Wealth Strategies LLC 0.49% Reduce -17.3% 3,345 $982K
Pallas Capital Advisors LLC 0.04% Reduce -0.5% 3,338 $980K
International Assets Investment Management, LLC 0.08% No change 3,472 $977K
Silvia McColl Wealth Management, LLC 0.66% Reduce -0.5% 3,324 $976K
Trueblood Wealth Management, LLC 0.38% Add +1.8% 3,318 $975K
Mascoma Wealth Management LLC 0.21% Add +0.8% 3,309 $972K
NTV Asset Management LLC 0.11% No change 3,299 $969K
Kelman-Lazarov, Inc. 0.14% Add +0.1% 3,296 $968K
Qube Research & Technologies Ltd 0.00% Add +202.1% 3,284 $965K
Tranquility Partners, LLC 0.33% Add +8.2% 3,278 $963K
Carmel Capital Partners, LLC 0.40% No change 3,254 $956K
Strategic Equity Management 0.35% No change 3,253 $956K
Donaldson Capital Management, LLC 0.03% Add +163.1% 3,249 $954K
SC&H Financial Advisors, Inc. 0.16% Reduce -0.2% 3,248 $954K
O'ROURKE & COMPANY, Inc 0.40% Add +2.3% 3,245 $953K
Guyasuta Investment Advisors Inc. 0.05% Add +5.8% 3,239 $951K
Cassaday & Co Wealth Management LLC 0.02% Reduce -4.1% 3,237 $951K
Apex Wealth Management, LLC 0.68% Add +1.9% 3,222 $946K
SVB Wealth LLC 0.05% Reduce -26.6% 3,215 $944K
Guardian Financial Partners, LLC 0.40% Add +0.4% 3,214 $944K
Muirfield Wealth Advisors LLC 0.70% Add +0.4% 3,213 $944K
Kohmann Bosshard Financial Services, LLC 0.10% Reduce -52.6% 3,211 $943K
Kwmg, LLC 0.08% Reduce -8.9% 3,206 $942K
Oxbow Advisors, LLC 0.09% No change 3,205 $941K
Garde Capital, Inc. 0.05% Add +0.1% 3,202 $941K
Atala Financial Inc 0.59% No change 3,184 $935K
Sovereign Financial Group, Inc. 0.17% Add +2.6% 3,174 $932K
Curbstone Financial Management Corp 0.18% No change 3,170 $931K
Breakwater Capital Group 0.14% Reduce -16.0% 3,164 $929K
Sonata Capital Group Inc. 0.34% Add +8.6% 3,157 $927K
RPS Advisory Solutions LLC 0.45% Add +0.6% 3,150 $925K
Collective Family Office LLC 0.22% Reduce -4.8% 3,130 $919K
Evelyn Partners Investment Management Services Ltd 0.12% Add +16.5% 3,096 $909K
Peterson Wealth Advisors, LLC 0.14% Add +0.2% 3,086 $906K
Detalus Advisors, LLC 0.23% Reduce -3.0% 3,082 $905K
Traphagen Investment Advisors LLC 0.08% Reduce -0.2% 3,073 $903K
Comprehensive Financial Planning, Inc. 0.62% Add +0.4% 3,061 $899K
Keel Point, LLC 0.06% Add +1.2% 3,061 $899K
Deutsche Bank AG 0.00% No change 3,049 $896K
Adamsbrown Wealth Consultants LLC 0.25% Add +3.1% 3,047 $895K
Great Diamond Partners, LLC 0.17% Add +23.1% 3,044 $894K
Warwick Investment Management, Inc. 0.15% Add +8.5% 3,039 $893K
Elevatus Welath Management 0.26% Add +22.2% 3,031 $890K
Loomis Sayles & Co. L P 0.00% New 3,030 $890K
Kieckhefer Group LLC 0.42% No change 3,021 $887K
Brass Tax Wealth Management, Inc. 0.15% Reduce -0.6% 3,013 $885K
Investment Advisory Group, LLC 0.24% Add +13.3% 3,010 $884K
Freestone Capital Holdings, LLC 0.03% Add +22.4% 3,009 $884K
Oakworth Capital, Inc. 0.05% No change 3,005 $883K
John W. Brooker & Co., CPAs 1.79% Reduce -3.0% 3,004 $882K
Tidal Investments LLC 0.00% New 2,983 $876K
Alexander Labrunerie & Co., Inc. 0.33% Add +0.0% 2,982 $876K
First Business Financial Services, Inc. 0.08% No change 2,969 $872K
World Equity Group, Inc. 0.20% Add +6.4% 2,961 $870K
Capital Investment Advisors, LLC 0.01% Add +0.7% 2,953 $867K
Compass Capital Management, Inc. 0.05% New 2,945 $865K
Onyx Bridge Wealth Group LLC 0.09% Add +35.0% 2,941 $865K
Welch Group, LLC 0.03% Add +8.2% 2,940 $864K
Athena Investment Management 0.45% Add +23.5% 2,936 $862K
McGuire Investment Group, LLC 0.10% Reduce -0.6% 2,931 $861K
Brookwood Investment Group LLC 0.11% Reduce -14.5% 2,916 $856K
Florida Financial Advisors, LLC 0.26% Reduce -5.3% 2,900 $852K
Aufman Associates Inc 0.48% Add +0.4% 2,894 $850K
Advance Capital Management, Inc. 0.04% Add +3.0% 2,894 $850K
MBM Wealth Consultants, LLC 0.21% Reduce -1.4% 2,889 $849K
Pecaut & Co. 0.27% Reduce -20.3% 2,868 $842K
Goldstein Advisors, LLC 0.10% Add +259.6% 2,852 $838K
Pennington Partners & Co., LLC 0.40% No change 2,840 $837K
Impact Capital Partners LLC 0.25% Add +4.8% 2,836 $833K
FAS Wealth Partners, Inc. 0.06% Add +0.3% 2,831 $832K
Fiduciary Financial Group, LLC 0.13% Reduce -11.0% 2,828 $831K
Legacy Private Trust Co. 0.05% No change 2,819 $828K
Pachira Investments Inc. 0.47% Add +6.6% 2,818 $828K
Moors & Cabot, Inc. 0.04% Reduce -4.1% 2,806 $824K
Blue Barn Wealth, LLC 0.36% Reduce -3.0% 2,803 $823K
Strategic Blueprint, LLC 0.04% Reduce -5.2% 2,803 $823K
FNY Investment Advisers, LLC 0.27% New 2,800 $822K
Advisory Alpha, LLC 0.02% Add +0.1% 2,786 $821K
Compass Capital Corp. /Ma/ 0.36% Add +1.6% 2,815 $821K
WBH Advisory Inc. 0.06% Add +0.0% 2,792 $820K
WealthTrak Capital Management LLC 0.67% Add +19.3% 2,791 $820K
Bestgate Wealth Advisors, LLC 1.44% Reduce -12.9% 2,784 $818K
L. Roy Papp & Associates, LLP 0.09% Add +2.6% 2,783 $817K
Private Wealth Group, LLC 0.41% No change 2,778 $816K
Old North State Trust, LLC 0.49% Add +8.8% 2,760 $811K
Gallagher Capital Advisors, LLC 0.47% Add +0.4% 2,806 $811K
HBW Advisory Services LLC 0.09% Add +4.7% 2,759 $810K
Greenline Partners, LLC 0.10% No change 2,750 $808K
QRG Capital Management, Inc. 0.01% Reduce -11.3% 2,748 $807K
Outbound Financial Inc 0.66% No change 2,747 $807K
Financial Strategies Group, Inc. 0.15% Add +4.8% 2,775 $805K
TFR Capital, LLC. 0.27% Reduce -0.9% 2,730 $802K
Trust Co. of Toledo NA 0.08% No change 2,722 $800K
Walled Lake Planning & Wealth Management, LLC 0.26% Add +5.3% 2,720 $799K
Signaturefd, LLC 0.01% Add +6.8% 2,718 $798K
Alerus Financial NA 0.04% Add +9.4% 2,700 $793K
Gryphon Financial Partners LLC 0.09% Reduce -0.4% 2,698 $793K
Noble Wealth Management PBC 0.42% — 2,683 $788K
Wilkins Miller Wealth Management, LLC 0.48% Add +25.3% 2,719 $782K
Ti-Trust, Inc. 0.49% Reduce -1.9% 2,662 $782K
ETF Store, Inc. 0.83% Add +0.1% 2,658 $781K
American Institute for Advanced Investment Management, LLP 0.51% Reduce -0.4% 2,658 $781K
Strategic Advisors LLC 0.13% Reduce -5.5% 2,653 $779K
Grandfield & Dodd, LLC 0.04% Add +3.1% 2,639 $775K
Empirical Asset Management, LLC 0.21% Add +295.6% 10,135 $771K
Astra Wealth Partners LLC 0.53% No change 2,600 $764K
Horst & Graben Wealth Management LLC 0.12% Reduce -0.2% 2,595 $762K
RiverFront Investment Group, LLC 0.01% No change 2,593 $762K
WJ Financial Advisors LLC 0.74% — 2,588 $760K
Per Stirling Capital Management, LLC. 0.09% Add +2.4% 2,585 $759K
Apollon Financial, LLC 0.13% New 2,582 $758K
Signal Tree Financial Partners LLC 0.60% New 2,584 $758K
Johnson Financial Group, Inc. 0.03% Reduce -11.6% 2,566 $756K
R. W. Roge & Company, Inc. 0.39% Reduce -4.2% 2,574 $756K
Revisor Wealth Management LLC 0.26% Reduce -27.0% 2,576 $755K
Willis Investment Counsel 0.04% No change 2,567 $754K
Beacon Bank & Trust 0.16% No change 2,565 $753K
Kirtland Hills Capital Management, LLC 0.30% No change 2,563 $753K
Davidson Trust Co. 0.31% Reduce -1.0% 2,559 $751K
Libra Wealth LLC 0.23% No change 2,557 $751K
Keystone Financial Services, LLC 0.53% Add +0.4% 2,554 $750K
Rede Wealth, LLC 0.59% New 2,536 $748K
Eagle Bay Advisors LLC 0.59% Add +0.1% 2,536 $748K
Thomasville National Bank 0.05% No change 2,538 $746K
Westshore Wealth, LLC 0.25% Reduce -2.8% 2,535 $745K
TOWER TRUST & INVESTMENT Co 0.50% Add +1.6% 2,532 $744K
Founders Financial Alliance, LLC 0.14% Reduce -1.2% 2,521 $740K
Bakala Capital LLC 3.99% Add +0.4% 2,515 $739K
Beese Fulmer Investment Management, Inc. 0.05% Add +0.1% 2,500 $734K
Vantage Financial Partners, LLC 0.15% Reduce -3.0% 2,500 $734K
Olde Wealth Management, LLC 0.23% — 2,517 $733K
Valley Forge Investment Consultants Inc. Adv 0.21% Add +1.1% 2,476 $727K
BSW Wealth Partners 0.09% Reduce -0.6% 2,472 $726K
Diligent Investors, LLC 0.18% Add +0.5% 2,462 $723K
Heritage Financial Services, LLC 0.06% Add +1.7% 2,460 $723K
Penobscot Investment Management Company, Inc. 0.06% Reduce -2.0% 2,458 $722K
Howard Capital Management Group, LLC 0.05% Reduce -3.4% 2,453 $721K
Chokshi & Queen Wealth Advisors, Inc 0.38% No change 2,452 $720K
Avantax Planning Partners, Inc. 0.02% Reduce -1.6% 2,437 $716K
Red Door Wealth Management, LLC 0.08% Add +7.0% 2,429 $714K
Stokes Family Office, LLC 0.07% Add +27.7% 2,428 $713K
Lee Danner & Bass Inc. 0.05% Reduce -0.0% 2,427 $713K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -8.2% 2,426 $713K
Baron Wealth Management LLC 0.24% Add +0.1% 2,422 $711K
Values Added Financial LLC 0.32% Reduce -28.6% 2,413 $709K
Diversified Portfolios, Inc. 0.06% Add +2.0% 2,412 $709K
J2 Capital Management Inc 0.53% Reduce -5.7% 2,410 $708K
Private Advisory Group LLC 0.06% Reduce -0.9% 2,410 $708K
Divergent Planning, LLC 0.19% Reduce -0.6% 2,387 $705K
Tred Avon Family Wealth, LLC 0.24% — 2,386 $701K
Angeles Wealth Management, LLC 0.04% Reduce -2.7% 2,383 $700K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -0.2% 2,379 $699K
Colonial Trust Co / SC 0.09% Add +3.4% 2,376 $698K
Lifeworks Advisors, LLC 0.09% Add +16.9% 2,363 $694K
Kera Capital Partners, Inc. 0.10% Reduce -0.2% 2,360 $693K
Graney & King, LLC 0.48% Reduce -0.9% 2,353 $691K
Park Edge Advisors, LLC 0.16% Reduce -4.8% 2,333 $685K
Busey Bank 0.02% Reduce -1.0% 2,325 $683K
BIP Wealth, LLC 0.03% Reduce -0.3% 2,317 $681K
DecisionMap Wealth Management, LLC 0.44% No change 2,315 $680K
Buttonwood Financial Advisors Inc. 0.23% Reduce -3.6% 2,313 $679K
Independent Advisor Alliance 0.02% Add +4.0% 2,308 $678K
Hummer Financial Advisory Services Inc 0.49% No change 2,299 $678K
Rinkey Investments 0.18% New 2,307 $678K
Physician Wealth Advisors, Inc. 0.10% Reduce -1.4% 2,296 $674K
Fort Vancouver Investment Management, LLC 0.37% Reduce -0.1% 2,290 $673K
Sonoma Allocations LLC 0.24% — 2,330 $673K
Thrive Capital Management, LLC 0.17% Add +33.0% 2,283 $671K
Aaron Wealth Advisors LLC 0.04% No change 2,278 $669K
Palisade Asset Management, LLC 0.06% Add +9.4% 2,275 $668K
Leonard Rickey Investment Advisors P.L.L.C. 0.13% Reduce -2.8% 2,274 $668K
Independence Bank of Kentucky 0.09% Reduce -7.9% 2,274 $668K
North Star Investment Management Corp. 0.04% Add +0.0% 2,270 $667K
Trust Point Inc. 0.05% Add +0.6% 2,268 $666K
SpringVest Wealth Management LLC 0.49% Add +4.0% 2,267 $666K
First Interstate Bank 0.04% No change 2,253 $662K
Armstrong Henry H Associates Inc. 0.06% No change 2,248 $660K
Claris Financial LLC 0.37% Add +16.3% 2,246 $660K
Vista Investment Partners Ii, LLC 0.31% Reduce -2.6% 2,246 $660K
Fort Sheridan Advisors LLC 0.09% Reduce -34.5% 2,245 $660K
Disciplined Investments, LLC 0.26% Reduce -6.8% 2,239 $658K
Swisher Financial Concepts, Inc. 0.39% Reduce -35.0% 2,224 $653K
Unique Wealth, LLC 0.10% Reduce -1.8% 2,221 $652K
Nottingham Advisors, Inc. 0.09% Reduce -0.1% 2,199 $646K
Octavia Wealth Advisors, LLC 0.06% Add +11.6% 2,190 $645K
Inman Jager Wealth Management, LLC 0.41% Reduce -0.4% 2,192 $644K
Bath Savings Trust Co 0.06% Add +14.9% 2,190 $643K
Winthrop Capital Management, LLC 0.16% No change 2,188 $643K
Sequent Asset Management, LLC 0.31% No change 2,187 $642K
Comprehensive Money Management Services LLC 0.45% No change 2,185 $642K
Security National Bank of So Dak 0.32% Add +9.9% 2,177 $639K
Compass Planning Associates Inc 0.59% Add +59.2% 2,173 $638K
Diversify Advisory Services, LLC 0.02% Reduce -27.8% 2,198 $637K
Millington Financial Advisors, LLC 0.31% Reduce -0.6% 2,195 $636K
Birchcreek Wealth Management, LLC 0.33% Add +1.9% 2,163 $635K
Paulson Wealth Management Inc. 0.15% Reduce -0.2% 2,161 $635K
Topsail Wealth Management, LLC 0.11% Add +19.6% 2,153 $635K
Stone House Investment Management, LLC 0.11% Add +0.4% 2,156 $633K
Purkiss Capital Advisors LLC 0.30% New 2,150 $632K
Wealth Management Nebraska 0.08% Add +0.4% 2,149 $631K
Park Capital Management, LLC / WI 0.50% Add +8.9% 2,130 $626K
Pacific Sun Financial Corp 0.30% Add +0.6% 2,128 $625K
Global Strategic Investment Solutions, LLC 0.06% Add +0.1% 2,125 $624K
Paces Ferry Wealth Advisors, LLC 0.26% No change 2,121 $623K
Financial Alternatives, Inc 0.38% No change 2,110 $620K
Selective Wealth Management, Inc. 0.20% Reduce -0.1% 2,109 $619K
Investors Asset Management of Georgia Inc. /Ga/ 0.26% Add +29.1% 2,108 $619K
Annex Advisory Services, LLC 0.01% Reduce -12.8% 2,108 $619K
Capital Group Private Client Services, Inc. 0.01% Add +71.9% 2,108 $619K
Webster Bank, N. A. 0.06% Reduce -1.6% 2,107 $619K
Prospera Capital Management, LLC 0.30% No change 2,105 $618K
CFC Planning Co LLC 0.52% Add +34.7% 2,102 $617K
Bedel Financial Consulting, Inc. 0.08% Add +7.8% 2,096 $616K
Novak & Powell Financial Services, Inc. 0.32% Add +153.0% 2,087 $613K
Geneva Partners, LLC 0.22% Add +22.7% 2,087 $613K
Mairs & Power Inc. 0.01% Reduce -49.6% 1,128 $613K
Unified Investment Management 0.61% No change 2,081 $611K
Clark Asset Management, LLC 0.07% Add +10.5% 2,081 $611K
MAS Advisors LLC 0.97% Add +1.2% 2,078 $610K
Eastern Bank 0.01% No change 2,077 $610K
Lodestone Wealth Management LLC 0.27% Add +0.2% 2,075 $610K
GAMCO Investors 0.01% Reduce -0.8% 2,075 $610K
Moment Partners, LLC 0.11% Reduce -0.3% 2,069 $608K
Kennicott Capital Management LLC 0.29% Reduce -4.9% 2,061 $605K
ETF Portfolio Partners, Inc. 0.16% Add +9.1% 2,058 $605K
Grey Ledge Advisors, LLC 0.14% Add +1.5% 2,053 $603K
CGN Advisors LLC 0.05% Reduce -6.0% 2,049 $602K
Mayfair Advisory Group, LLC 0.26% No change 2,045 $601K
Sightline Wealth Advisors, LLC 0.27% Reduce -13.3% 2,040 $599K
Geometric Wealth Advisors 0.08% No change 2,040 $599K
Parkside Financial Bank & Trust 0.05% Add +22.9% 2,027 $595K
Center For Asset Management LLC 0.32% Add +47.1% 2,021 $594K
Cannell & Spears LLC 0.01% Add +2.4% 2,019 $593K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.1% 2,013 $591K
Goepper Burkhardt LLC 0.20% Reduce -2.4% 2,007 $590K
Channel Wealth LLC 0.16% Reduce -3.1% 1,994 $586K
FC Advisory LLC 0.17% Reduce -0.7% 1,990 $584K
Orcam Financial Group 0.47% Add +0.3% 1,987 $584K
EdgeRock Capital LLC 0.16% New 1,983 $582K
Washington Growth Strategies LLC 0.41% Reduce -13.8% 1,970 $579K
Marshall Financial Group, LLC 0.11% Add +0.8% 1,970 $579K
Aspen Grove Capital, LLC 0.10% Add +0.2% 1,958 $578K
Fishman Jay A Ltd. 0.05% Reduce -16.0% 1,965 $577K
Winebrenner Capital Management LLC 0.41% Reduce -5.6% 1,963 $577K
Accel Wealth Management 0.17% Add +2.8% 1,960 $576K
Nautilus Advisors LLC 0.39% No change 1,958 $575K
Cornerstone Financial Group, LLC 0.44% Add +91.0% 1,952 $573K
Magnolia Capital Management Ltd. 0.44% No change 1,950 $573K
Forum Financial Management, LP 0.01% Reduce -18.8% 1,948 $572K
Nixon Peabody Trust Co. 0.04% No change 1,930 $567K
Hutchens & Kramer Investment Management Group, LLC 0.22% Reduce -15.4% 1,927 $566K
Urban Financial Advisory Corp 0.26% Add +0.5% 1,924 $565K
Ascentis Independent Advisors 0.10% Add +5.0% 1,922 $565K
Fortem Financial Group, LLC 0.16% Add +19.9% 1,913 $562K
Lyell Wealth Management, LP 0.04% No change 1,908 $560K
Turtle Creek Wealth Advisors, LLC 0.05% No change 1,906 $560K
Integrity Financial Corp 0.27% Add +2.0% 1,899 $560K
Moloney Securities Asset Management, LLC 0.07% Reduce -0.5% 1,903 $559K
Ranch Capital Advisors Inc. 0.22% Reduce -6.0% 1,898 $559K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -91.4% 1,902 $559K
Sara-Bay Financial 0.16% Add +6.9% 1,898 $557K
Howard Wealth Management, LLC 0.26% Reduce -0.4% 1,897 $557K
Canandaigua National Trust Co of Florida 0.44% Reduce -9.8% 1,897 $557K
First Bank & Trust 0.09% No change 1,895 $557K
SFG Wealth Management, LLC. 0.24% Add +0.1% 1,884 $553K
Chicago Capital, LLC 0.01% No change 1,880 $552K
Sterling Financial Planning, Inc. 0.17% Reduce -1.8% 1,872 $550K
Slow Capital, Inc. 0.06% Reduce -1.5% 1,868 $550K
Pettyjohn, Wood & White, Inc. 0.09% Reduce -0.3% 1,867 $548K
TruNorth Capital Management, LLC 0.11% No change 1,866 $548K
Mengis Capital Management, Inc. 0.11% No change 1,865 $548K
Journey Strategic Wealth LLC 0.02% Reduce -2.6% 1,857 $546K
Kovack Advisors, Inc. 0.05% Add +13.8% 1,857 $545K
Waterloo Capital, L.P. 0.04% Add +0.1% 1,856 $545K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -25.8% 1,854 $544K
Guidance Capital, Inc. 0.14% Reduce -7.1% 1,846 $544K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +0.1% 1,837 $541K
Acorn Wealth Advisors, LLC 0.17% Reduce -3.9% 1,843 $541K
Burkett Financial Services, LLC 0.19% Add +0.4% 1,838 $540K
Copia Wealth Management 0.40% Reduce -0.1% 1,837 $540K
Marion Wealth Management 0.13% No change 1,837 $540K
Raffa Wealth Management, LLC 0.10% Add +0.4% 1,832 $538K
Stonebridge Financial Group, LLC 0.05% Reduce -2.9% 1,831 $538K
Forza Wealth Management, LLC 0.21% New 1,828 $537K
Ariadne Wealth Management, LP 0.24% No change 1,850 $531K
Live Oak Private Wealth LLC 0.07% Add +0.3% 1,804 $530K
Brooklyn Investment Group 0.07% No change 1,898 $529K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,800 $529K
Westmount Partners, LLC 0.14% Reduce -1.9% 1,800 $528K
Fisher Asset Management 0.00% Reduce -0.2% 1,796 $528K
Human Investing LLC 0.08% Add +8.3% 1,796 $528K
Saxon Interests, Inc. 0.20% Reduce -0.9% 1,805 $523K
Grantvest Financial Group LLC 0.36% Add +0.2% 1,776 $522K
Shira Ridge Wealth Management 0.22% No change 1,772 $520K
HBK Sorce Advisory LLC 0.01% Add +3.6% 1,775 $519K
L.K. Benson & Company, P.C. 0.28% Add +0.2% 1,766 $519K
Huntleigh Advisors, Inc. 0.09% Reduce -0.2% 1,765 $519K
NorthLanding Financial Partners, LLC 0.43% Reduce -0.7% 1,765 $518K
Meridian Wealth Partners, LLC 0.07% Add +0.3% 1,763 $518K
SIMA Wealth Partners, LLC 0.39% No change 1,754 $515K
Westbourne Investments, Inc. 0.25% Add +9.3% 1,771 $515K
Cambridge Financial Group, LLC 0.17% Add +65.4% 1,750 $514K
Capital City Trust Co. 0.13% No change 1,750 $514K
Strategic Wealth Investment Group, LLC 0.04% New 1,750 $514K
Financial Partners Group, Inc 0.06% Add +0.4% 1,750 $514K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -11.8% 1,745 $513K
Davis R M Inc. 0.01% Add +2.7% 1,739 $511K
Tradewinds Capital Management, LLC 0.11% Reduce -0.1% 1,734 $509K
Verum Partners LLC 0.11% Add +4.7% 1,728 $508K
GHP Investment Advisors, Inc. 0.02% Add +0.7% 1,726 $507K
Indiana Trust & Investment Management Co 0.15% Reduce -1.2% 1,726 $507K
Austin Wealth Management, LLC 0.08% New 1,730 $504K
Everstar Asset Management, LLC 0.29% Reduce -5.5% 1,715 $504K
Accretive Wealth Partners, LLC 0.15% No change 1,712 $503K
Investment Planning Advisors, Inc. 0.16% Add +11.6% 1,710 $502K
Blake Schutter Theil Wealth Advisors, LLC 0.50% Add +44.6% 1,704 $501K
Hardy Reed LLC 0.04% Add +3.7% 1,704 $501K
TD Waterhouse Canada Inc. 0.00% No change 1,701 $500K
Hickory Point Bank & Trust 0.37% No change 1,700 $499K
Summit Wealth & Retirement Planning, Inc. 0.12% No change 1,699 $499K
Beacon Capital Management, LLC 0.07% Add +116.6% 1,696 $498K
Private Management Group Inc. 0.01% No change 1,692 $497K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -0.4% 1,691 $497K
Triad Wealth Partners, LLC 0.06% New 1,689 $496K
North Star Asset Management Inc. 0.02% No change 1,685 $495K
CPC Advisors, LLC 0.05% Reduce -0.7% 1,684 $495K
Summit Trail Advisors, LLC 0.01% Add +5.5% 1,678 $495K
Catalyst Financial Partners LLC 0.06% No change 1,681 $494K
Myecfo, LLC 0.22% Add +16.0% 1,670 $491K
Cora Capital Advisors LLC 0.21% Add +0.1% 1,657 $487K
Naples Global Advisors, LLC 0.04% No change 1,649 $486K
Sloy Dahl & Holst, LLC 0.05% Add +6.2% 1,654 $486K
Heirloom Wealth Management 0.12% No change 1,652 $485K
FSM Wealth Advisors, LLC 0.07% No change 1,650 $485K
Townsquare Capital LLC 0.07% No change 1,650 $485K
Newport Capital Group, LLC 0.30% No change 1,645 $483K
Equitable Trust Co. 0.02% No change 1,645 $483K
Avestar Capital, LLC 0.03% Add +46.9% 1,638 $481K
Vertex Planning Partners, LLC 0.09% No change 1,635 $480K
InTrack Investment Management Inc 0.29% Reduce -54.2% 1,628 $478K
Becker Capital Management Inc. 0.01% Reduce -5.5% 1,622 $478K
Optivise Advisory Services LLC 0.28% Reduce -40.1% 1,628 $478K
River Wealth Advisors LLC 0.06% Reduce -0.4% 1,627 $478K
Opus Capital Group, LLC 0.05% Add +1.3% 1,623 $477K
Redwood Financial Network Corp 0.30% Reduce -15.9% 1,623 $477K
RVW Wealth, LLC 0.04% Reduce -2.0% 1,622 $476K
Astoria Portfolio Advisors LLC. 0.12% Add +0.1% 1,611 $476K
GDS Wealth Management 0.03% Reduce -7.5% 1,614 $474K
Fairfield, Bush & Co. 0.24% No change 1,613 $474K
Elm3 Financial Group, LLC 0.39% Add +8.7% 1,608 $472K
Cobblestone Capital Advisors LLC 0.02% Reduce -1.2% 1,607 $472K
Entrewealth, LLC 0.24% New 1,606 $472K
Allodium Investment Consultants, LLC 0.27% Add +0.2% 1,605 $471K
Cove Private Wealth, LLC 0.15% No change 1,600 $470K
Sigma Investment Counselors Inc. 0.02% No change 1,592 $467K
Apexium Financial, LP 0.02% Add +0.1% 1,585 $467K
Cladis Investment Advisory, LLC 0.27% No change 1,590 $467K
Olistico Wealth, LLC 0.25% Reduce -1.3% 1,588 $466K
Joseph P. Lucia & Associates, LLC 0.18% Reduce -0.9% 1,580 $464K
Centaurus Financial, Inc. 0.02% Add +2.1% 1,580 $464K
Allred Capital Management, LLC 0.16% Add +0.2% 1,575 $463K
MontVue Capital Management, Inc. 0.31% No change 1,571 $461K
Hoese & Co LLP 0.35% No change 1,560 $458K
Shepherd Financial Partners LLC 0.04% No change 1,551 $456K
Lowery Thomas, LLC 0.26% Reduce -1.0% 1,551 $456K
Farmers & Merchants Trust Co of Chambersburg PA 0.13% No change 1,548 $455K
180 Wealth Advisors, LLC 0.06% Add +2.0% 1,548 $455K
Gouws Capital LLC 0.25% No change 1,541 $453K
Washington Trust Advisors, Inc. 0.03% Add +17.5% 1,540 $452K
Granite Harbor Advisors, Inc. 0.19% No change 1,538 $452K
Nvest Financial, LLC 0.26% Reduce -31.8% 1,536 $451K
Patten & Patten Inc. 0.03% New 1,532 $450K
Investment Partners Asset Management, Inc. 0.30% No change 1,529 $449K
Parcion Private Wealth LLC 0.03% Add +44.4% 1,529 $449K
Richards, Merrill & Peterson, Inc. 0.19% Reduce -2.5% 1,527 $449K
Stockman Wealth Management, Inc. 0.06% Add +5.8% 1,525 $448K
Cape Investment Advisory, Inc. 0.44% Add +7.7% 1,525 $448K
McCollum Christoferson Group LLC 0.13% Add +8.6% 1,523 $447K
M1 Capital Management LLC 0.19% Add +0.3% 1,523 $447K
Hardin Capital Partners, LLC 0.24% Add +0.1% 1,521 $447K
Retirement Financial Solutions, LLC 0.14% Reduce -97.9% 1,508 $443K
Covestor Ltd 0.24% Add +5.5% 1,506 $442K
Wealthstream Advisors, Inc. 0.07% No change 1,496 $439K
Serenus Wealth Advisors, LLC 0.07% No change 1,495 $439K
Clearstead Trust, LLC 0.07% Reduce -16.7% 1,489 $437K
Asset Allocation & Management Company, LLC 0.19% No change 1,486 $436K
Bfsg, LLC 0.04% Add +29.1% 1,482 $435K
Quadcap Wealth Management, LLC 0.05% Reduce -2.4% 1,482 $435K
EPG Wealth Management LLC 0.12% Add +5.7% 1,476 $434K
Waters Parkerson & Co., LLC 0.02% Reduce -1.3% 1,472 $432K
Aberdeen Wealth Management LLC 0.27% Add +1.0% 1,470 $432K
Venturi Wealth Management, LLC 0.02% No change 1,465 $431K
First Community Trust NA 0.33% Add +26.8% 1,463 $430K
Wealthcare Capital Partners, LLC 0.20% No change 1,460 $429K
Claro Advisors Inc. 0.06% Reduce -22.0% 1,459 $429K
Ehrlich Financial Group 0.25% Reduce -3.2% 1,455 $427K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $426K
Pacific Sage Partners, LLC 0.07% Reduce -5.0% 1,451 $426K
Ashton Thomas Securities, LLC 0.06% Reduce -19.4% 1,449 $426K
Herold Advisors, Inc. 0.10% Reduce -46.0% 1,442 $424K
RAM Investment Partners, LLC 0.08% Reduce -5.4% 1,439 $423K
Edge Financial Advisors LLC 0.19% Add +0.6% 1,438 $423K
Northeast Financial Group, Inc. 0.11% Reduce -1.4% 1,436 $422K
Semitam Bonam LLC 0.38% No change 1,429 $420K
Canvas Wealth Advisors, LLC 0.08% Reduce -21.3% 1,419 $419K
Willis Johnson & Associates, Inc. 0.03% Add +7.0% 1,424 $418K
VERITY Wealth Advisors 0.26% Add +0.3% 1,421 $417K
Berger Financial Group, Inc 0.02% Reduce -8.9% 1,419 $417K
Potentia Wealth 0.16% Add +1.1% 1,415 $416K
Insigneo Advisory Services, LLC 0.03% Add +35.1% 1,415 $416K
Tower View Wealth Management LLC 0.21% Reduce -1.2% 1,411 $415K
Aspire Growth Partners LLC 0.30% Add +0.4% 1,411 $414K
2UniFi Bank 0.21% No change 1,408 $414K
Smith Salley Wealth Management 0.02% No change 1,407 $413K
LaSalle St. Investment Advisors, LLC 0.07% Add +40.7% 1,406 $413K
Kavar Capital Partners Group, LLC 0.06% No change 1,405 $413K
Dunhill Financial, LLC 0.14% Reduce -62.7% 1,401 $411K
Cornerstone Planning Group LLC 0.07% Add +2495.7% 2,388 $411K
Evolution Advisers, Inc. 0.18% Reduce -1.5% 1,394 $409K
Wimmer Associates 1, LLC 0.20% No change 1,389 $408K
Bogart Wealth, LLC 0.02% Add +0.1% 1,388 $408K
Radnor Capital Management, LLC 0.06% No change 1,388 $408K
S&T Bank 0.11% Reduce -20.3% 1,386 $407K
Granite FO LLC 0.22% No change 1,385 $407K
Clark Capital Management Group, Inc. 0.00% New 1,383 $406K
Alta Wealth Advisors LLC 0.15% Add +0.2% 1,381 $406K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,381 $406K
Madison Wealth Partners, Inc 0.08% Reduce -1.5% 1,376 $404K
Gibbs Wealth Management 0.09% Reduce -23.4% 1,373 $403K
1ST Source Bank 0.02% No change 1,371 $403K
Meritage Portfolio Management 0.03% Add +0.1% 1,369 $402K
FRG Family Wealth Advisors LLC 0.06% No change 1,369 $402K
Aletheian Wealth Advisors LLC 0.19% Reduce -2.1% 1,366 $401K
Westside Investment Management, Inc. 0.06% No change 1,366 $401K
Silverlake Wealth Management LLC 0.10% Add +0.1% 1,362 $400K
Caldwell Sutter Capital, Inc. 0.17% Reduce -1.7% 1,362 $400K
Grove Street Fiduciary, LLC 0.19% Reduce -13.8% 1,358 $399K
Client 1ST Advisory Group, LLC 0.13% No change 1,358 $399K
Wayfinding Financial, LLC 0.17% No change 1,352 $398K
Carr Financial Group Corp 0.11% Add +60.5% 1,353 $398K
First American Trust, FSB 0.03% Add +2.0% 1,348 $396K
Sage Financial Management Group, Inc. 0.13% No change 1,345 $395K
Ipsen Advisor Group LLC 0.28% Reduce -2.5% 1,338 $393K
von Borstel & Associates, Inc. 0.06% New 1,352 $393K
UNIVEST FINANCIAL Corp 0.02% Add +38.6% 1,335 $392K
Prepared Retirement Institute LLC 0.20% Add +0.1% 1,332 $391K
Cynosure Group, LLC 0.04% Add +81.0% 1,332 $391K
Convergence Financial, LLC 0.06% Reduce -4.2% 1,330 $391K
Wells Trecaso Financial Group, LLC 0.19% Reduce -34.2% 1,326 $389K
Legacy Capital Wealth Partners, LLC 0.08% Add +9.2% 7,062 $389K
Bison Wealth, LLC 0.04% New 1,336 $387K
Avaii Wealth Management, LLC 0.15% Add +0.6% 1,314 $386K
LifeGuide Financial Advisors, LLC 0.14% No change 1,364 $384K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,302 $382K
Capstone Wealth Management Group LLC 0.24% Add +4.8% 1,300 $382K
Trace Wealth Advisors, LLC 0.29% No change 1,299 $382K
McDonald Partners LLC 0.11% Add +0.5% 1,295 $380K
Hibernia Wealth Partners, LLC 0.24% Reduce -50.9% 1,295 $380K
Valley National Advisers Inc. 0.06% Reduce -6.2% 1,297 $380K
Vestor Capital, LLC 0.02% Add +204.3% 1,290 $379K
Strategic Financial Services, Inc. 0.02% No change 1,290 $379K
Abound Wealth Management 0.09% Add +315.5% 1,288 $378K
Falcon Wealth Planning 0.03% No change 1,286 $378K
Wick Capital Partners, LLC 0.09% New 1,284 $377K
Morton Capital Management LLC 0.06% No change 1,283 $377K
MA Private Wealth 0.06% Add +5.3% 1,281 $376K
Chilton Investment Co. Inc. 0.01% Reduce -2.5% 1,270 $373K
Mathes Company, Inc. 0.14% Reduce -14.2% 1,270 $373K
Seneca Financial Advisors LLC 0.12% No change 1,267 $372K
Columbia Bank 0.10% Reduce -2.6% 1,270 $371K
Dentgroup LLC 0.24% Reduce -0.2% 1,262 $371K
United Advisor Group, LLC 0.05% Add +33.5% 1,262 $371K
Essential Partners LLC 0.12% No change 1,255 $369K
Whalerock Point Partners, LLC 0.07% No change 1,255 $369K
Gimbal Financial 0.22% No change 1,252 $368K
Old Mission Investment Co LLC 0.09% New 1,251 $368K
Guardian Wealth Advisors, LLC 0.21% Reduce -43.0% 1,251 $367K
Tilia Fiduciary Partners, Inc. 0.21% Add +14.8% 1,245 $366K
MTM Investment Management, LLC 0.12% Add +3.9% 1,239 $364K
Trustco Bank Corp. N Y 0.33% Add +41.2% 1,233 $362K
Argent Advisors, Inc. 0.11% No change 1,232 $362K
David J Yvars Group 0.19% Reduce -1.2% 1,228 $361K
Braun Stacey Associates Inc. 0.01% Add +12.4% 1,227 $360K
Cahaba Wealth Management, Inc. 0.03% Add +43.5% 1,227 $360K
Mindset Wealth Management, LLC 0.10% No change 1,226 $360K
Aviance Capital Partners, LLC 0.04% No change 1,223 $359K
Regent Peak Wealth Advisors LLC 0.07% — 1,222 $359K
Providence Capital Advisors, LLC 0.06% Reduce -0.2% 1,222 $359K
First Financial Bank - Trust Division 0.03% No change 1,217 $357K
Clifford Swan Investment Counsel LLC 0.01% Add +0.3% 1,216 $357K
Ameriflex Group, Inc. 0.13% Add +22.3% 1,214 $357K
Frazier Financial Advisors, LLC 0.22% Reduce -1.8% 1,205 $354K
One Wealth Management Investment & Advisory Services, LLC 0.41% Reduce -6.2% 1,201 $353K
Money Concepts Capital Corp. 0.02% Add +3.8% 1,201 $353K
Grunden Financial Advisory, Inc. 0.14% No change 1,200 $352K
Kings Path Partners LLC 0.13% Reduce -3.2% 1,197 $352K
Cambridge Capital Management, LLC 0.17% Add +2.8% 1,195 $351K
Ally Invest Advisors Inc. 0.03% Add +4.3% 1,195 $351K
YHB Investment Advisors, Inc. 0.03% No change 1,195 $351K
Shared Vision Wealth Group LLC 0.15% New 1,200 $350K
Genesis Private Wealth, LLC 0.15% No change 1,190 $350K
Private Wealth Partners, LLC 0.02% No change 1,188 $349K
HT Partners LLC 0.11% Reduce -3.3% 1,186 $348K
WealthCare Investment Partners, LLC 0.11% Add +17.1% 1,186 $348K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 1,173 $347K
Citizens National Bank Trust Department 0.06% No change 1,177 $346K
Vicus Capital 0.03% Add +4.9% 1,175 $345K
Zacks Investment Management 0.00% Add +22.4% 1,171 $344K
Snider Financial Group 0.09% No change 1,171 $344K
ARS Wealth Advisors Group, LLC 0.03% Reduce -14.0% 1,169 $343K
Obsidian Personal Planning Solutions LLC 0.12% No change 1,177 $342K
Prosperity Planning, Inc. 0.13% Reduce -1.5% 1,163 $342K
Penobscot Wealth Management 0.11% Reduce -5.7% 1,159 $341K
DGS Capital Management, LLC 0.06% Reduce -9.5% 1,156 $340K
Cambria Investment Management, L.P. 0.02% New 1,156 $340K
Silvercrest Asset Management Group LLC 0.00% Add +4.2% 1,155 $339K
Cadinha & Co. LLC 0.05% Reduce -14.9% 1,150 $338K
WealthShield Partners, LLC 0.04% No change 1,148 $337K
Cornerstone Advisors Asset Management, LLC 0.06% No change 1,146 $337K
Ade, LLC 0.17% Add +14.9% 1,143 $336K
Sonoma Private Wealth LLC 0.40% Add +9.3% 1,142 $335K
Riversedge Advisors, LLC 0.06% Add +29.2% 1,142 $335K
Fiduciary Group, LLC 0.03% New 1,136 $334K
SYM FINANCIAL Corp 0.04% Reduce -5.0% 1,135 $333K
PCG Asset Management, LLC 0.27% Add +4.6% 1,133 $333K
Proficio Capital Partners LLC 0.02% New 1,128 $331K
Jim Saulnier & Associates, LLC 0.18% New 1,126 $331K
Disciplined Investors, L.L.C. 0.24% New 1,124 $330K
Compass Advisory Group LLC 0.09% No change 1,120 $330K
Ironwood Wealth Management, LLC. 0.11% Add +0.4% 1,122 $330K
Maridea Wealth Management LLC 0.05% Add +17.1% 1,127 $329K
Clearwater Capital Advisors, LLC 0.03% Add +0.5% 1,121 $329K
PTM Wealth Management, LLC 0.20% Add +0.2% 1,114 $329K
Aquire Wealth Advisors, LLC 0.08% Reduce -0.6% 1,120 $329K
West Michigan Advisors, LLC 0.08% Add +1.6% 1,113 $328K
MKT Advisors LLC 0.12% Reduce -6.5% 1,116 $327K
Kathmere Capital Management, LLC 0.02% No change 1,108 $326K
tru Independence LLC 0.08% Add +8.2% 1,106 $325K
Summit Wealth Group, LLC 0.08% No change 1,106 $325K
Weitzel Financial Services, Inc. 0.13% No change 1,119 $324K
One Day In July LLC 0.03% No change 1,102 $324K
Naviter Wealth, LLC 0.04% Reduce -14.8% 1,096 $323K
GK Wealth Management LLC 0.24% Reduce -43.8% 1,099 $323K
American Financial & Tax Strategies Inc. 0.16% Reduce -0.9% 1,098 $322K
TBH Global Asset Management, LLC 0.06% New 1,098 $322K
Fragasso Financial Advisors Inc 0.02% Reduce -26.4% 1,088 $321K
WMG Financial Advisors, LLC 0.11% No change 1,093 $321K
Barrett & Company, Inc. 0.11% No change 1,093 $321K
Columbia Advisory Partners LLC 0.22% New 1,090 $320K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,090 $320K
My Personal CFO, LLC 0.12% Reduce -92.2% 1,090 $320K
Foundation Wealth Management, LLC\PA 0.12% No change 1,090 $320K
HTG Investment Advisors, Inc. 0.11% No change 1,089 $320K
WNY Asset Management, LLC 0.03% No change 1,088 $320K
Alpha Financial Advisors, LLC 0.11% Reduce -3.5% 1,083 $318K
Helium Advisors LLC 0.27% Reduce -17.1% 1,083 $318K
LMG Wealth Partners, LLC 0.06% No change 1,082 $318K
Dearborn Partners LLC 0.01% No change 1,081 $318K
Sageworth Trust Co of South Dakota 0.30% No change 1,080 $317K
Bay Capital Advisors, LLC 0.20% Reduce -13.0% 1,071 $315K
Midwest Professional Planners, LTD. 0.08% Reduce -5.3% 1,065 $313K
Miramar Capital, LLC 0.07% Reduce -25.8% 1,059 $311K
Crews Bank & Trust 0.05% Reduce -14.2% 1,059 $311K
Transatlantique Private Wealth LLC 0.10% New 1,057 $310K
McLean Asset Management Corp 0.06% No change 1,050 $310K
SkyOak Wealth, LLC 0.06% Reduce -7.9% 1,053 $309K
Element Wealth, LLC 0.13% Add +0.1% 1,050 $309K
Madison Park Capital Advisors, LLC 0.25% Add +4.2% 1,047 $308K
Legacy Financial Advisors, Inc. 0.04% Add +20.4% 1,045 $307K
Correct Capital Wealth Management 0.06% No change 1,042 $306K
Hoxton Planning & Management, LLC 0.10% No change 1,041 $306K
Embree Financial Group 0.04% Add +0.4% 1,039 $305K
Michels Family Financial, LLC 0.24% Reduce -6.5% 1,035 $304K
Lathrop Investment Management Co. 0.06% No change 1,030 $303K
American National Bank & Trust 0.03% Add +44.2% 1,027 $302K
Performance Wealth Partners, LLC 0.01% No change 1,026 $301K
Prevail Innovative Wealth Advisors, LLC 0.06% Reduce -3.2% 1,024 $301K
Denver Wealth Management, Inc. 0.11% Add +19.8% 1,022 $300K
Echo Wealth Management, LLC 0.17% No change 1,016 $298K
Old Port Advisors 0.08% Reduce -14.3% 1,016 $298K
Bensler, LLC 0.03% Reduce -1.1% 1,013 $297K
Norris Perne & French LLP 0.02% Add +0.6% 1,012 $297K
Safeguard Investment Advisory Group, LLC 0.07% Reduce -4.2% 1,012 $297K
Midwest Financial Group LLC 0.14% Add +0.1% 1,011 $297K
FourThought Financial Partners, LLC 0.03% Reduce -12.2% 1,007 $296K
Acima Private Wealth, LLC 0.09% No change 1,007 $296K
KOM Wealth Management Group, LLC 0.22% Add +0.4% 1,004 $295K
Register Financial Advisors LLC 0.12% Add +8.1% 1,001 $294K
Searle & Co. 0.08% No change 1,000 $294K
Cypress Point Wealth Management, LLC 0.06% Reduce -63.6% 1,000 $294K
Courage Miller Partners, LLC 0.09% Reduce -0.3% 998 $293K
Sharp Wealth Advisory, LLC 0.16% Reduce -11.5% 997 $293K
CCG Wealth Management, LLC 0.14% No change 997 $293K
Glassman Wealth Services 0.04% Add +0.2% 994 $292K
Nova Wealth Management, Inc. 0.21% Reduce -0.3% 993 $292K
ABLE Financial Group, LLC 0.06% Reduce -1.8% 993 $292K
M Wealth Management, LLC 0.26% Add +0.4% 992 $291K
Sunbelt Securities, Inc. 0.02% Add +50.3% 989 $291K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $291K
Osborne Partners Capital Management, LLC 0.01% Add +12.9% 989 $290K
Centurion Wealth Management LLC 0.07% Reduce -28.7% 980 $288K
First National Advisers, LLC 0.04% No change 980 $288K
Clarendon Private LLC 0.26% Add +0.3% 979 $288K
Strategic Financial Planning, Inc. 0.17% No change 975 $286K
Kanawha Capital Management LLC 0.02% No change 975 $286K
Tortoise Investment Management, LLC 0.03% Add +28.8% 974 $286K
Private Capital Management, LLC 0.03% Add +0.3% 972 $286K
Heritage Wealth Management, Inc. 0.20% Add +4.7% 972 $286K
Legacy Bridge, LLC 0.12% No change 972 $286K
Gries Financial LLC 0.04% Add +12.9% 969 $285K
Tocqueville Asset Management L.P. 0.00% Add +0.2% 964 $283K
Summit Asset Management, LLC 0.04% No change 962 $283K
Compass Ion Advisors, LLC 0.03% Add +0.3% 958 $281K
Tradition Wealth Management, LLC 0.02% Reduce -4.9% 958 $281K
Womack Financial LLC 0.21% Reduce -32.8% 956 $281K
North Capital, Inc. 0.22% Add +0.5% 955 $280K
Ted Buchan & Co 0.11% Reduce -0.1% 953 $280K
Henrickson Nauta Wealth Advisors, Inc. 0.09% No change 950 $280K
GSG Advisors LLC 0.07% Add +0.5% 953 $280K
Regimen Wealth, LLC 0.08% Reduce -5.3% 952 $279K
Schwallier Wealth Management LLC 0.17% New 951 $279K
Greenwood Capital Associates LLC 0.03% No change 950 $279K
KWB Wealth 0.03% Reduce -21.1% 996 $279K
Hubbell Strickland Wealth Management, LLC 0.11% Add +6.4% 946 $278K
Northeast Planning Associates, Inc. / NH / 0.23% No change 943 $277K
Cathy Pareto & Associates, Inc. 0.21% Add +3.0% 940 $276K
Klingman & Associates, LLC 0.01% No change 937 $275K
Balboa Wealth Partners 0.05% Reduce -3.3% 936 $275K
Southern Capital Advisors, LLC 0.13% Add +24.2% 935 $275K
One Wealth Advisors, LLC 0.03% No change 935 $275K
Trek Financial, LLC 0.02% Add +11.2% 923 $271K
Cooper Financial Group 0.03% Reduce -15.5% 922 $271K
Miller Financial Services LLC 0.31% Reduce -0.4% 921 $271K
Astoria Strategic Wealth, Inc. 0.07% Reduce -1.4% 921 $271K
Thrive Wealth Management, LLC 0.04% Add +0.4% 920 $270K
Toth Financial Advisory Corp. 0.03% Add +0.1% 919 $270K
Traub Capital Management LLC 0.27% Add +1.9% 917 $269K
Barclays PLC 0.00% No change 917 $269K
Johnson Financial Group, LLC 0.02% New 915 $269K
Arvest Bank Trust Division 0.01% No change 915 $269K
Horizon Investment Services, LLC 0.10% Add +3.5% 909 $267K
Sunburst Financial Group, LLC 0.06% Reduce -36.9% 907 $267K
Townsend Asset Management Corp. /NC/ 0.09% Add +0.4% 907 $266K
Weaver Consulting Group 0.07% Add +5.0% 906 $266K
Fairman Group, LLC 0.21% Reduce -14.5% 897 $265K
Orleans Capital Management Corp. 0.17% Reduce -2.7% 900 $264K
Team Hewins, LLC 0.09% No change 897 $264K
Gateway Wealth Partners, LLC 0.04% New 899 $264K
Compass Financial Group, INC 0.04% Reduce -2.3% 899 $264K
Calton & Associates, Inc. 0.04% Reduce -17.4% 898 $264K
Pekin Hardy Strauss, Inc. 0.03% No change 894 $263K
Financial Advisors Network, Inc. 0.04% No change 894 $263K
Greenfield Savings Bank 0.11% Reduce -3.8% 891 $262K
Corundum Group, Inc. 0.11% No change 890 $261K
First Long Island Investors, LLC 0.02% No change 890 $261K
Axis Wealth Partners, LLC 0.15% Reduce -1.0% 889 $261K
Novus Advisors, LLC 0.60% Reduce -42.1% 887 $261K
Tyche Wealth Partners LLC 0.05% Reduce -3.1% 886 $260K
Burke & Herbert Bank & Trust Co. 0.06% No change 886 $260K
Trademark Financial Management, LLC 0.15% Reduce -0.7% 884 $260K
First Pacific Financial 0.04% Add +13.6% 883 $259K
Prairie Wealth Advisors, Inc. 0.11% Add +0.2% 877 $259K
M.E. Allison & Co., Inc. 0.18% New 877 $258K
Greenspring Advisors, LLC 0.05% — 873 $256K
Midwest Capital Advisors, LLC 0.12% No change 872 $256K
Compass Financial Services Inc 0.11% Add +12.9% 869 $255K
Balefire, LLC 0.05% Reduce -6.9% 867 $255K
Basso Capital Management, L.P. 0.17% No change 867 $255K
Gibson Wealth Advisors LLC 0.18% No change 866 $254K
Prasad Wealth Partners, LLC 0.07% Add +0.1% 864 $254K
Enzi Wealth 0.09% Reduce -13.4% 878 $253K
Steinberganna Wealth Management 0.12% — 861 $253K
Everpar Advisors LLC 0.10% No change 859 $252K
Heritage Trust Co 0.03% New 859 $252K
Plotkin Financial Advisors, LLC 0.12% No change 857 $252K
Total Wealth Planning, LLC 0.03% Add +4.1% 857 $252K
Global Wealth Strategies & Associates 0.06% Add +2750.0% 855 $251K
Monument Group Wealth Advisors, LLC 0.15% Add +0.1% 854 $251K
Key Financial Inc 0.05% Add +12.5% 853 $250K
Ellsworth Advisors, LLC 0.05% Add +0.7% 855 $250K
Sentry LLC 0.06% No change 850 $250K
First Heartland Consultants, Inc. 0.02% Add +3.2% 841 $247K
BostonPremier Wealth LLC 0.12% New 840 $247K
Richardson Capital Management LLC 0.12% Add +20.9% 839 $246K
Vermillion Wealth Management, Inc. 0.07% No change 838 $246K
Mendel Capital Management LLC 0.13% No change 832 $244K
Abacus Planning Group, Inc. 0.03% No change 830 $244K
Sittner & Nelson, LLC 0.09% No change 829 $244K
Passive Capital Management, LLC. 0.08% No change 829 $244K
Obermeyer Wealth Partners 0.01% Reduce -11.2% 828 $243K
Teachers Insurance & Annuity Association of America 0.29% No change 827 $243K
Creegan & Nassoura Financial Group, LLC 0.16% No change 825 $242K
Balanced Wealth Group LLC 0.11% Reduce -5.3% 859 $242K
Mach-1 Financial Group, LLC 0.04% New 822 $241K
Integrity Advisory Solutions, LLC 0.04% — 822 $241K
Flower City Capital 0.13% No change 818 $241K
DHJJ Financial Advisors, Ltd. 0.08% Reduce -1.4% 820 $241K
Sound Stewardship, LLC 0.12% Add +0.2% 820 $241K
Patrick M Sweeney & Associates, Inc. 0.15% No change 813 $239K
Patton Albertson Miller Group, LLC 0.03% Reduce -1.8% 812 $239K
MRWM Advisors, LLC 0.14% No change 811 $238K
Greenleaf Trust 0.00% No change 811 $238K
Summit Global Investments 0.01% Add +0.1% 811 $238K
Trust Co 0.02% No change 810 $238K
LPWM LLC 0.06% Add +9.6% 803 $236K
High Falls Advisors, Inc 0.05% No change 801 $235K
Valley Brook Capital Group, Inc. 0.16% Add +3.2% 800 $235K
Bantamac Capital, LLC 0.18% No change 800 $235K
LFA - Lugano Financial Advisors SA 0.12% No change 800 $235K
Tradewinds, LLC. 0.06% New 799 $235K
Confluence Wealth Services, Inc. 0.01% Reduce -26.1% 791 $232K
Intrepid Financial Planning Group LLC 0.09% No change 790 $232K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -38.3% 790 $232K
Carson Advisory Inc. 0.13% Reduce -16.6% 789 $232K
Orrstown Financial Services Inc. 0.04% Reduce -7.0% 787 $231K
RMR Wealth Builders 0.02% Reduce -3.1% 782 $231K
Middleton & Co. Inc. 0.02% No change 784 $230K
Fagan Associates, Inc. 0.03% New 782 $230K
Prospect Financial Group LLC 0.22% No change 782 $230K
HHM Wealth Advisors, LLC 0.03% Add +3.3% 780 $229K
Hudock, Inc. 0.03% Add +0.3% 778 $229K
Sensible Money, LLC 0.08% Reduce -28.7% 774 $227K
C2C Wealth Management, LLC 0.19% No change 772 $227K
First Financial Bankshares Inc 0.00% No change 772 $227K
Old North State Wealth Management, LLC 0.11% Add +0.3% 769 $227K
Hengehold Capital Management LLC 0.02% New 771 $227K
Carret Asset Management, LLC 0.02% No change 771 $227K
Baldwin Investment Management, LLC 0.03% Add +0.4% 771 $226K
Mattern Capital Management, LLC 0.03% No change 770 $226K
Raab & Moskowitz Asset Management LLC 0.05% Reduce -25.6% 769 $226K
Towneley Capital Management, Inc / DE 0.05% Reduce -5.5% 766 $225K
Foster & Motley Inc. 0.01% New 765 $225K
NavPoint Financial, Inc. 0.12% Add +0.4% 765 $225K
Wallace Capital Management Inc. 0.03% No change 765 $225K
Capital Advisors Inc. 0.00% New 763 $224K
Invst, LLC 0.03% New 763 $224K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.3% 762 $224K
Morling Financial Advisors, LLC 0.07% Add +17.1% 762 $224K
Barlow Wealth Partners, LLC 0.02% New 765 $223K
Bank of Nova Scotia 0.00% Reduce -98.5% 759 $223K
Northern Capital Management, Inc. 0.12% Reduce -91.3% 757 $222K
Auxano Advisors, LLC 0.05% No change 753 $221K
Brown, Lisle/Cummings, Inc. 0.06% No change 751 $221K
Burns J W & Co. Inc. 0.02% New 750 $220K
Barr E S & Co. 0.01% No change 750 $220K
Atlatl Advisers LLC 0.09% No change 746 $219K
WealthTrust Axiom LLC 0.06% New 746 $219K
Capital Advisors, Ltd. LLC 0.02% Reduce -14.3% 746 $219K
Strategic Wealth Partners, Ltd. 0.02% Reduce -42.6% 743 $218K
Madison Asset Management, LLC 0.00% Reduce -8.5% 742 $218K
Lebenthal Global Advisors, LLC 0.04% New 740 $217K
Princeton Global Asset Management LLC 0.04% Add +16.9% 739 $217K
Burney Co./ 0.01% Reduce -15.6% 737 $216K
Wealthstar Advisors, LLC 0.09% No change 736 $216K
Versant Capital Management, Inc 0.03% Add +681.9% 735 $216K
Beaumont Asset Management, L.L.C. 0.11% Add +1.4% 734 $216K
Clarity Financial LLC 0.02% New 733 $215K
Violich Capital Management, Inc. 0.03% No change 730 $214K
Strategic Financial Partners, Ltd. 0.10% No change 729 $214K
Godsey & Gibb, Inc. 0.02% No change 726 $213K
L.M. Kohn & Company 0.26% Reduce -40.9% 725 $213K
Gray Private Wealth, LLC 0.11% New 725 $213K
Flaharty Asset Management, LLC 0.03% No change 723 $212K
Luminvest Wealth Management LLC 0.07% No change 719 $211K
Creekmur Asset Management LLC 0.03% Reduce -31.3% 717 $211K
Mechanics Bank Trust Department 0.03% Reduce -12.2% 717 $211K
Mycio Wealth Partners, LLC 0.05% Add +0.1% 717 $211K
Cardiff Park Advisors, LLC 0.02% Add +36.9% 716 $210K
Petros Family Wealth, LLC 0.18% Reduce -42.1% 715 $210K
Clark Financial Services Group Inc. 0.11% New 714 $210K
Nicholson Wealth Management Group, LLC 0.12% New 714 $210K
Sunflower Bank, N.A. 0.05% New 712 $209K
Byrne Asset Management LLC 0.15% Reduce -6.2% 710 $209K
Narwhal Capital Management 0.02% New 709 $208K
Spirepoint Private Client, LLC 0.02% New 708 $208K
Catalina Capital Group, LLC 0.13% New 707 $208K
Central Valley Advisors, LLC 0.06% New 707 $208K
Sather Financial Group Inc 0.01% New 707 $208K
Destination Wealth Management 0.01% New 704 $207K
Rossby Financial, LCC 0.07% Reduce -1.1% 704 $207K
Integris Wealth Management, LLC 0.05% New 703 $207K
Grant Private Wealth Management Inc 0.13% New 700 $206K
First International Bank & Trust 0.07% New 700 $206K
McNamara Financial Services, Inc. 0.04% New 700 $206K
Rothschild Investment LLC 0.01% No change 700 $206K
Azimuth Capital Investment Management LLC 0.01% New 700 $206K
DF Dent & Co. Inc. 0.00% New 700 $206K
CLG LLC 0.06% New 700 $206K
HFG Advisors, Inc. 0.15% New 698 $205K
Financial Advocates Investment Management 0.11% Reduce -92.6% 691 $203K
Pasadena Private Wealth, LLC 0.03% Reduce -18.8% 689 $202K
Opal Wealth Advisors, LLC 0.06% Add +1.3% 685 $201K
Jeppson Wealth Management, LLC 0.06% New 684 $201K
Websterrogers Financial Advisors, LLC 0.06% Reduce -9.9% 683 $201K
HCR Wealth Advisors 0.02% New 679 $200K
Citizens & Northern Corp. 0.05% New 681 $200K
FSA Wealth Management LLC 0.07% Add +38.9% 671 $197K
Rise Advisors, LLC 0.07% Add +0.5% 664 $195K
10Elms LLP 0.19% No change 640 $188K
C M Bidwell & Associates Ltd. 0.09% Reduce -2.0% 637 $187K
Tompkins Financial Corp. 0.02% No change 632 $186K
Park Place Capital Corp 0.04% No change 623 $183K
Orion Capital Management LLC 0.06% Add +331.5% 617 $181K
Hantz Financial Services, Inc. 0.00% Add +5.3% 617 $181K
United Community Bank 0.06% New 615 $181K
Red Lighthouse Investment Management, LLC 0.06% No change 613 $180K
Dagco, Inc. 0.05% No change 611 $179K
Rice Partnership, LLC 0.02% Add +361.2% 595 $175K
Solstein Capital, LLC 0.08% No change 592 $174K
Global Trust Asset Management, LLC 0.08% No change 591 $174K
Clean Yield Group 0.05% No change 568 $167K
Realta Investment Advisors 0.06% Add +59.2% 562 $165K
Reyes Financial Architecture, Inc. 0.10% No change 514 $151K
New Millennium Group LLC 0.07% Reduce -2.9% 502 $147K
Cherry Tree Wealth Management, LLC 0.03% Add +13.4% 499 $147K
Intelligent Financial Strategies 0.07% Add +0.4% 495 $146K
Mb, Levis & Associates, LLC 0.06% Add +0.4% 489 $144K
Colonial Trust Advisors 0.01% Add +20.6% 485 $142K
Ceeto Capital Group, LLC 0.04% New 481 $142K
SBI Securities Co., Ltd. 0.00% Reduce -0.2% 474 $139K
Family Manage LLC 0.02% No change 469 $138K
Main Management LLC 0.01% No change 459 $135K
DecisionPoint Financial, LLC 0.03% Reduce -1.3% 455 $134K
Zions Bancorporation, National Association 0.01% Reduce -5.3% 446 $131K
IMG Wealth Management, Inc. 0.09% Reduce -1.6% 444 $130K
Front Row Advisors LLC 0.04% Add +0.9% 439 $129K
North Ridge Wealth Advisors, Inc. 0.07% No change 440 $129K
Richardson Financial Services Inc. 0.08% Reduce -11.7% 437 $128K
Centennial Bank 0.05% Add +38.4% 436 $128K
Promus Capital, LLC 0.08% No change 433 $127K
Hollencrest Capital Management 0.00% No change 431 $127K
Millstone Evans Group, LLC 0.08% Add +485.9% 416 $122K
Seneschal Advisors, LLC 0.09% New 415 $122K
Breakwater Investment Management 0.04% Reduce -21.6% 404 $119K
NWK Group, Inc. 0.04% No change 402 $118K
Halbert Hargrove Global Advisors, LLC 0.01% Add +506.1% 400 $118K
Quest 10 Wealth Builders, Inc. 0.11% No change 393 $115K
Birch Capital Management, LLC 0.06% No change 391 $115K
Pacifica Partners Inc. 0.04% Reduce -0.8% 383 $112K
Provident Wealth Management, LLC 0.03% No change 374 $110K
Cary Street Partners Investment Advisory LLC 0.05% New 372 $109K
POM Investment Strategies, LLC 0.06% New 369 $108K
CVA Family Office, LLC 0.01% Add +5.9% 359 $106K
Bell Investment Advisors, Inc 0.02% No change 352 $103K
Proathlete Wealth Management LLC 0.03% Reduce -14.4% 345 $101K
Financial Perspectives, Inc 0.03% Add +3.4% 333 $98K
Hazlett, Burt & Watson, Inc. 0.03% Add +12.7% 328 $97K
Harbor Asset Planning, Inc. 0.09% Add +0.3% 327 $96K
Westfuller Advisors, LLC 0.04% New 326 $96K
Tucker Asset Management LLC 0.03% Reduce -0.9% 321 $94K
Maryland Capital Advisors Inc. 0.03% No change 316 $93K
Retirement Wealth Solutions LLC 0.06% Add +52.2% 306 $90K
MCF Advisors LLC 0.01% Reduce -0.7% 305 $90K
Evergreen Private Wealth LLC 0.04% No change 304 $89K
Concord Wealth Partners 0.01% Reduce -17.0% 303 $89K
Gladwyn Financial Advisors, Inc. 0.06% Add +0.3% 301 $89K
SWAN Capital LLC 0.04% No change 295 $87K
Keener Financial Planning LLC 0.04% Add +3.5% 293 $86K
Broadwater Capital Management LLC 0.06% Reduce -99.6% 290 $85K
Abich Financial Wealth Management LLC 0.03% — 288 $85K
Kozak & Associates, Inc. 0.02% Add +10.9% 294 $83K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 282 $83K
Wealth Preservation Advisors, LLC 0.05% No change 281 $83K
Armstrong Advisory Group, Inc. 0.01% No change 281 $83K
GGM Financial LLC 0.04% New 278 $82K
BankPlus Trust Department 0.02% No change 275 $81K
Strategic Investment Solutions, Inc. 0.02% Add +57.5% 274 $80K
Anfield Capital Management, LLC 0.02% No change 267 $78K
Nemes Rush Group LLC 0.01% Add +32.6% 260 $76K
Hanson & Doremus Investment Management 0.01% Add +35.6% 255 $75K
Morris Financial Concepts, Inc. 0.03% No change 253 $74K
SRH Advisors, LLC 0.02% No change 245 $72K
Vermillion & White Wealth Management Group, LLC 0.04% No change 242 $71K
Motco 0.01% No change 240 $70K
Sterling Capital Management LLC 0.00% No change 240 $70K
Arlington Trust Co LLC 0.01% No change 238 $70K
Guerra Advisors Inc 0.03% New 236 $69K
Redmont Wealth Advisors LLC 0.10% Add +25.7% 235 $69K
Fairscale Capital, LLC 0.05% No change 232 $68K
Perritt Capital Management Inc 0.03% Add +0.9% 232 $68K
Bernard Wealth Management Corp. 0.03% No change 225 $66K
Sawyer & Company, Inc 0.02% Reduce -76.2% 236 $66K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 220 $65K
GPS Wealth Strategies Group, LLC 0.01% Reduce -18.8% 220 $65K
Hoey Investments, Inc. 0.01% Add +0.5% 217 $64K
Aspect Partners, LLC 0.03% Reduce -40.9% 217 $64K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 217 $64K
Financial Connections Group, Inc. 0.02% No change 205 $60K
one8zero8, LLC 0.01% No change 202 $59K
Legacies Wealth LLC 0.04% No change 200 $59K
Quent Capital, LLC 0.00% New 200 $59K
Winch Advisory Services, LLC 0.01% Add +0.5% 199 $58K
Insight Inv LLC 0.03% No change 191 $56K
Archer Investment Corp 0.01% Add +0.5% 191 $56K
PFS Partners, LLC 0.03% No change 186 $55K
LRI Investments, LLC 0.00% Reduce -1.1% 185 $54K
Pathway Financial Advisers, LLC 0.02% New 181 $53K
Running Point Capital Advisors, LLC 0.01% No change 178 $52K
Westend Capital Management, LLC 0.01% New 175 $51K
Newton One Investments LLC 0.01% No change 167 $49K
American Wealth Advisors, LLC 0.05% — 167 $49K
Family Legacy Financial Solutions, LLC 0.04% Add +0.6% 167 $49K
Hemington Wealth Management 0.01% Add +20.0% 162 $47K
Corsicana & Co. 0.03% — 153 $45K
Founders Capital Management 0.02% No change 152 $45K
MGB Wealth Management, LLC 0.01% No change 147 $43K
Signature Resources Capital Management, LLC 0.02% No change 141 $41K
Blume Capital Management, Inc. 0.01% No change 139 $41K
Arjuna Capital 0.01% Reduce -0.7% 137 $40K
Pin Oak Investment Advisors Inc. 0.03% No change 133 $39K
CGC Financial Services, LLC 0.01% Add +428.0% 132 $39K
Financial Network Wealth Advisors LLC 0.04% Reduce -32.8% 131 $38K
ORG Partners LLC 0.01% Add +103.1% 130 $38K
Pillar Financial Advisors, LLC 0.02% No change 127 $37K
Steigerwald, Gordon & Koch Inc. 0.00% New 126 $37K
ESL Trust Services, LLC 0.01% No change 125 $37K
Your Advocates Ltd., LLP 0.01% New 124 $36K
Ulland Investment Advisors, LLC 0.03% New 124 $36K
Piscataqua Savings Bank 0.03% New 122 $36K
Tripletail Wealth Management, LLC 0.04% New 120 $35K
Coston, McIsaac & Partners 0.01% No change 121 $35K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $35K
CNB Bank 0.01% No change 118 $35K
Ogorek Anthony Joseph /NY/ 0.01% No change 119 $34K
SJS Investment Consulting Inc. 0.00% Add +17.5% 114 $33K
JPL Wealth Management, LLC 0.01% New 112 $33K
Clarity Asset Management, Inc. 0.02% No change 110 $32K
AllSquare Wealth Management LLC 0.02% No change 110 $32K
Clark Wealth Partners 0.02% New 109 $31K
YANKCOM Partnership 0.01% New 103 $30K
Woodard & Co. Asset Management Group Inc. 0.00% No change 100 $29K
Pineridge Advisors LLC 0.01% No change 98 $29K
Resources Management Corp. /CT/ 0.00% Reduce -19.0% 94 $28K
New Republic Capital, LLC 0.01% No change 89 $26K
TCTC Holdings, LLC 0.00% No change 88 $26K
IMA Advisory Services, Inc. 0.00% No change 88 $26K
HighMark Wealth Management LLC 0.01% Add +32.3% 86 $25K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -53.3% 86 $25K
REAP Financial Group, LLC 0.01% New 83 $24K
Federated Hermes, Inc. 0.00% New 83 $24K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $23K
Colony Family Offices, LLC 0.01% No change 79 $23K
Aventura Private Wealth, LLC 0.01% No change 79 $23K
Raleigh Capital Management Inc. 0.01% Reduce -13.3% 78 $23K
Trifecta Capital Advisors, LLC 0.00% New 78 $23K
Main Street Group, LTD 0.01% No change 76 $22K
Exchange Traded Concepts, LLC 0.00% Reduce -97.5% 73 $21K
Hurley Capital, LLC 0.01% No change 72 $21K
Kentucky Trust Co 0.01% No change 71 $21K
Smallwood Wealth Investment Management, LLC 0.01% No change 65 $19K
Stuart Chaussee & Associates, Inc. 0.00% No change 63 $18K
Binnacle Investments Inc 0.01% No change 61 $18K
Van Eck Associates Corp. 0.00% No change 58 $17K
Ascentis Wealth Management, LLC 0.00% Add +41.0% 55 $16K
London Co. of Virginia 0.00% Reduce -81.0% 54 $16K
Davis Capital Management 0.01% — 53 $16K
Morton Brown Family Wealth, LLC 0.00% Reduce -15.9% 53 $16K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Reduce -98.4% 52 $15K
Old Second National Bank of Aurora 0.00% No change 52 $15K
Crowley Wealth Management, Inc. 0.01% No change 50 $15K
WFA Asset Management Corp 0.01% Add +1.9% 53 $14K
Financial Consulate, Inc. 0.00% New 47 $14K
Thompson Investment Management, Inc. 0.00% No change 45 $13K
Kiker Wealth Management, LLC 0.01% Add +25.7% 44 $13K
Fourth Dimension Wealth, LLC 0.00% Reduce -2.3% 43 $13K
Beacon Capital Management, Inc. 0.00% Reduce -56.4% 41 $12K
Carolina Wealth Advisors, LLC 0.01% New 40 $12K
Quaker Wealth Management, LLC 0.00% No change 40 $12K
Legacy Wealth Managment, LLC 0.01% Reduce -2.6% 38 $11K
Wallace Hart LLC 0.01% New 32 $9K
Gen-Wealth Partners Inc 0.00% No change 27 $8K
Valley Wealth Managers, Inc. 0.00% No change 24 $7K
Wolff Wiese Magana LLC 0.00% No change 23 $7K
Game Plan Financial Advisors, LLC 0.00% No change 23 $7K
Wealth Watch Advisors, INC 0.00% New 21 $6K
Financial Gravity Asset Management, Inc. 0.00% — 21 $6K
Bank & Trust Co 0.00% No change 20 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $6K
Cheviot Value Management, LLC 0.00% No change 20 $6K
MV Capital Management, Inc. 0.00% No change 18 $5K
WPG Advisers, LLC 0.00% No change 18 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 17 $5K
Absher Wealth Management, LLC 0.00% No change 17 $5K
Albion Financial Group 0.00% No change 15 $4K
Lowe Wealth Advisors, LLC 0.00% No change 15 $4K
West Paces Advisors Inc. 0.00% New 13 $4K
Avalon Trust Co 0.00% No change 11 $3K
Arvest Investments, Inc. 0.00% Reduce -8.3% 11 $3K
Viewpoint Capital Management LLC 0.00% No change 9 $3K
Prudent Man Investment Management, Inc. 0.00% No change 10 $3K
Mma Asset Management LLC 0.00% New 9 $3K
Rosenberg Matthew Hamilton 0.00% No change 6 $2K
Security National Bank 0.00% No change 6 $2K
Cedar Mountain Advisors, LLC 0.00% No change 6 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 4 $1K
Robbins Farley 0.00% No change 4 $1K
Private Wealth Management Group, LLC 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% No change 3 $943
Eukles Asset Management 0.00% No change 2 $588
Imprint Wealth LLC 0.00% — 1 $294
Logan Capital Management Inc. 0.00% No change 1 $294
BNP Paribas Financial Markets 0.00% Reduce -100.0% 1 $294
Cloud Capital Management, LLC 0.00% New 1 $0

"% 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.