Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q4 2025 (December 31)
2,379holders +157
97new positions
80sold out
5famous investors
$290.00avg. 13F price*

At the end of Q4 2025, 2,379 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 157 from Q3 2025. 97 opened new positions and 80 sold out. The largest holders were Wells Fargo & Company ($7.8B), Jones Financial Companies LLLP ($6.2B) and Bank of America Corp. ($5.3B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions97$276.6M
Exits80$139.9M

All 13F filers, Q3 2025 → Q4 2025: 11,172,862 shares bought and 4,731,696 shares sold, net +6,441,166 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,379 holders

Wells Fargo & Company 1.53% Add +2.9% 26,968,673 $7.8B
Jones Financial Companies LLLP 3.80% Reduce -6.6% 21,489,205 $6.2B
Bank of America Corp. 0.38% Add +3.8% 18,130,035 $5.3B
Morgan Stanley 0.15% Add +3.2% 8,494,623 $2.5B
Creative Planning 1.75% Add +1.0% 8,415,358 $2.4B
Raymond James Financial Inc. 0.65% Add +6.0% 7,143,783 $2.1B
Northwestern Mutual Wealth Management Co. 1.13% Add +2.6% 6,181,162 $1.8B
UBS Group AG 0.32% Add +0.6% 5,568,409 $1.6B
US Bancorp \de 1.72% Add +9.4% 5,044,044 $1.5B
Ameriprise Financial Inc. 0.22% Add +1.3% 3,408,504 $988.9M
Natixis Advisors, LLC 1.38% Add +9.1% 3,360,803 $975.4M
LPL Financial LLC 0.26% Add +3.6% 3,282,244 $952.6M
Envestnet Portfolio Solutions, Inc. 2.82% Add +3.9% 2,763,453 $802.0M
Envestnet Asset Management Inc. 0.23% Reduce -8.2% 2,614,495 $758.8M
Moneta Group Investment Advisors LLC 5.18% Add +6.3% 2,357,405 $684.2M
PNC Financial Services Group, Inc. 0.37% Reduce -0.6% 2,304,639 $668.9M
CIBC Private Wealth Group LLC 1.07% Add +18.1% 2,185,156 $634.2M
JPMorgan Chase & Co. 0.04% Add +1.8% 2,137,682 $620.4M
Mariner, LLC 0.69% Add +9.3% 2,006,606 $582.4M
Royal Bank of Canada 0.08% Add +4.1% 1,633,750 $474.1M
Allworth Financial LP 1.81% Add +3.3% 1,520,836 $441.4M
Tiaa Trust, National Association 1.04% Add +1.9% 1,493,829 $433.5M
JMG Financial Group, Ltd. 11.02% Add +1.6% 1,350,785 $392.0M
Cetera Investment Advisers 0.41% Add +4.7% 1,279,135 $371.2M
Citigroup Inc. 0.25% Add +3587.3% 1,255,055 $364.2M
Nicholas Hoffman & Company, LLC. 7.92% Add +0.3% 1,176,433 $341.4M
Border to Coast Pensions Partnership Ltd 5.79% Reduce -5.5% 1,143,082 $332.3M
Cerity Partners LLC 0.47% Add +18.5% 1,117,113 $324.7M
HighTower Advisors, LLC 0.34% Add +4.1% 1,061,641 $308.1M
Commonwealth Equity Services, LLC 0.40% Reduce -9.5% 1,043,549 $302.9M
Bank of New York Mellon Corp 0.05% Reduce -1.1% 1,013,024 $294.0M
Midwest Trust Co 3.64% Add +4.6% 1,005,805 $291.9M
Regions Financial Corp. 1.76% Add +5.0% 945,481 $274.4M
Bank of Montreal 0.11% Add +23.6% 941,814 $273.3M
Goldman Sachs Group Inc. 0.03% Add +1.4% 823,348 $239.0M
Osaic Holdings, Inc. 0.31% Add +1.0% 740,392 $215.1M
Rockefeller Capital Management L.P. 0.39% Add +22.2% 737,477 $214.0M
Stifel Financial Corp. 0.19% Add +3.9% 711,503 $206.5M
Clearstead Advisors, LLC 2.57% Add +0.7% 701,621 $203.6M
CBIZ Investment Advisory Services, LLC 6.86% Add +1.4% 630,013 $181.4M
Wealthspire Advisors, LLC 1.39% Reduce -50.1% 602,087 $174.7M
Pathstone Holdings, LLC 0.66% Reduce -1.4% 594,107 $172.3M
First Command Advisory Services, Inc. 1.15% Add +1.4% 567,215 $164.6M
Beacon Pointe Advisors, LLC 1.13% Add +0.3% 554,178 $160.8M
Baird Financial Group, Inc. 0.25% Add +1.4% 552,805 $160.4M
SigFig Wealth Management, LLC 4.78% Add +2.5% 552,458 $160.3M
Corient Private Wealth LP 0.21% Add +57.7% 544,412 $158.0M
1832 Asset Management L.P. 0.20% Add +1.0% 541,319 $157.1M
Cresset Asset Management, LLC 0.65% Add +58.1% 529,150 $153.6M
FMR LLC 0.01% Add +5.1% 523,424 $151.9M
MassMutual Private Wealth & Trust, FSB 3.89% Reduce -0.6% 521,244 $151.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 500,120 $145.1M
Truist Financial Corp. 0.19% Reduce -15.4% 480,133 $139.3M
Joel Isaacson & Co., LLC 4.46% Add +8.4% 465,531 $135.1M
Mercer Global Advisors Inc. 0.20% Reduce -31.7% 451,908 $131.2M
Cullen/Frost Bankers, Inc. 1.41% Add +4.4% 441,169 $128.0M
Bleakley Financial Group, LLC 2.18% Add +8.3% 432,631 $125.6M
Fifth Third Bancorp 0.39% Reduce -0.1% 423,105 $122.8M
Invictus Private Wealth, LLC 7.41% Add +3.2% 421,932 $122.5M
Janney Montgomery Scott LLC 0.27% Add +5.8% 407,474 $118.3M
Chicago Partners Investment Group LLC 2.85% Add +1.8% 386,482 $115.4M
MML Investors Services, LLC 0.27% Add +7.8% 384,043 $111.5M
Financial Synergies Wealth Advisors, Inc. 10.73% Add +2.9% 382,860 $111.1M
Millburn Ridgefield LLC 2.62% No change 379,615 $110.2M
Catalyst Capital Advisors LLC 2.26% No change 379,615 $110.2M
Country Trust Bank 1.83% Add +90.1% 348,110 $101.0M
Waverly Advisors, LLC 0.81% Add +529.7% 343,322 $99.6M
National Philanthropic Trust 0.98% Add +15.1% 342,408 $99.4M
Equitable Holdings, Inc. 0.67% Add +0.4% 338,421 $98.2M
Kestra Advisory Services, LLC 0.40% Add +3.9% 333,407 $96.8M
Assetmark, Inc. 0.20% Add +5.0% 333,134 $96.7M
Captrust Financial Advisors 0.18% Reduce -1.4% 331,262 $96.1M
Kestra Investment Management, LLC 2.33% Reduce -39.4% 328,543 $95.3M
Trustmark Bank Trust Department 5.85% Reduce -3.9% 319,438 $92.7M
NewEdge Advisors, LLC 0.33% Add +11.3% 314,888 $91.4M
Merit Financial Group, LLC 0.73% Add +23.3% 313,237 $90.9M
Pine Ridge Advisers LLC 6.12% No change 306,122 $88.8M
CENTRAL TRUST Co 1.69% Add +4.0% 297,040 $86.2M
Nadler Financial Group, Inc. 7.76% Add +2.0% 287,558 $83.5M
Cambridge Investment Research Advisors, Inc. 0.22% Add +4.2% 287,373 $83.4M
Pittenger & Anderson Inc. 3.12% Add +2.6% 279,656 $81.2M
Capital Asset Advisory Services LLC 3.10% Add +7.8% 257,702 $77.2M
Axxcess Wealth Management, LLC 1.36% Add +3.6% 263,042 $76.3M
Betterment LLC 0.14% Add +7.8% 257,568 $74.8M
&partners 0.39% Add +13.8% 253,708 $73.8M
CX Institutional 2.19% Add +16.9% 253,045 $73.4M
Oppenheimer Asset Management Inc. 0.90% Reduce -1.7% 252,244 $73.2M
Smithfield Trust Co 3.24% Reduce -1.1% 252,205 $73.2M
SilverOak Wealth Management LLC 11.13% Add +6.2% 244,785 $71.0M
Peapack Gladstone Financial Corp. 0.89% Add +4.5% 244,189 $70.9M
Schneider Downs Wealth Management Advisors, LP 7.94% Add +1.8% 242,562 $70.4M
Manufacturers Life Insurance Company, The 0.06% Reduce -2.9% 237,030 $68.8M
Wealth Enhancement Advisory Services, LLC 0.09% Add +2.1% 228,092 $68.3M
Associated Banc-Corp 1.74% Add +26.9% 234,703 $68.1M
Thrivent Financial for Lutherans 0.12% Add +209.2% 228,741 $66.5M
PDS Planning, Inc 4.42% Add +1.8% 227,783 $66.1M
Venture Visionary Partners LLC 2.12% Reduce -1.3% 222,980 $64.9M
Private Advisor Group, LLC 0.30% Reduce -0.5% 221,285 $64.2M
Performa Ltd (US), LLC 15.76% Add +9.8% 214,058 $62.1M
Connecticut Wealth Management, LLC 2.68% Reduce -2.8% 212,194 $61.6M
Principal Financial Group Inc. 0.03% Add +250.3% 202,332 $58.7M
Citizens Financial Group Inc. 0.78% Add +3.0% 200,433 $58.2M
Comerica Bank 0.23% Reduce -0.3% 199,790 $58.0M
DAVENPORT & Co LLC 0.30% Add +12.6% 193,644 $56.2M
Focus Partners Wealth 0.06% Add +22.6% 192,490 $55.9M
Leavell Investment Management, Inc. 2.32% Add +0.6% 191,992 $55.7M
Sanctuary Advisors, LLC 0.30% Add +5.6% 188,352 $54.7M
Larson Financial Group LLC 1.81% Reduce -7.9% 186,368 $54.1M
Arax Advisory Partners 1.51% New 179,194 $52.0M
New Hampshire Trust 9.96% Reduce -2.3% 176,265 $51.2M
Northwest Quadrant Wealth Management, LLC 10.56% Add +0.9% 175,950 $51.1M
Steward Partners Investment Advisory, LLC 0.28% Reduce -3.4% 175,079 $50.8M
Riverpoint Wealth Management Holdings, LLC 10.74% Add +2.3% 172,259 $50.0M
AMG National Trust Bank 1.18% Add +14.3% 171,973 $49.9M
Center for Financial Planning, Inc. 4.98% Add +11.0% 165,038 $47.9M
Bear Mountain Capital, Inc. 15.22% Add +1.2% 156,527 $47.2M
New York Life Investment Management LLC 0.41% Add +0.7% 162,096 $47.0M
Cutler Investment Counsel LLC 4.88% Add +2.4% 161,555 $46.9M
BLB&B Advisors, LLC 1.95% Reduce -0.6% 160,810 $46.7M
TCV Trust & Wealth Management, Inc. 3.68% Add +1.1% 157,113 $45.6M
NewEdge Wealth, LLC 0.50% Reduce -2.1% 152,857 $44.4M
Arkansas Financial Group, Inc. 6.32% Reduce -1.9% 151,108 $43.9M
Pathway Financial Advisors LLC 5.37% Add +6.2% 142,804 $42.8M
BOK Financial Private Wealth, Inc. 2.59% Add +1.5% 145,859 $42.3M
Lido Advisors, LLC 0.16% Add +1.2% 140,809 $41.3M
Perkins Coie Trust Co 7.68% Add +2.4% 142,113 $41.2M
Wesbanco Bank Inc. 1.13% Add +4.6% 141,775 $41.1M
Glenmede Trust Co. NA 0.19% — 141,538 $41.1M
Wealthquest Corp 3.08% Add +1.9% 140,437 $40.8M
Heartwood Wealth Advisors LLC 3.75% Add +0.9% 140,195 $40.7M
Founders Financial Securities LLC 2.38% Add +12.2% 139,311 $40.4M
Stephens Inc. 0.50% Add +8.8% 138,968 $40.3M
First Manhattan Co. Llc. 0.11% Add +22.7% 138,832 $40.3M
Fidato Wealth LLC 25.67% Add +2.8% 138,455 $40.2M
Ballast, Inc. 9.38% Add +1.0% 138,025 $40.1M
Fulcrum Capital LLC 7.91% Add +1.5% 135,733 $39.4M
Apella Capital, LLC 0.78% Add +4.2% 135,255 $39.3M
Horizon Investments, LLC 0.50% Add +10.1% 135,191 $39.2M
Northern Trust Corp. 0.01% Add +1.3% 134,360 $39.0M
Pinnacle Financial Partners, Inc. 0.29% — 131,929 $38.3M
IFC Advisors LLC 5.58% Add +2.4% 131,672 $38.2M
DT Investment Partners, LLC 3.16% Reduce -1.3% 131,616 $38.2M
Ashton Thomas Private Wealth, LLC 0.93% Add +3.0% 130,935 $38.0M
Blair William & Co. 0.10% Add +2.9% 128,784 $37.4M
TL Private Wealth 14.37% Reduce -0.0% 125,034 $37.3M
Marquette Asset Management, LLC 5.50% Reduce -0.2% 128,441 $37.3M
SP Asset Management LLC 2.93% Add +0.8% 127,785 $37.1M
MAI Capital Management 0.21% Add +11.1% 127,536 $37.0M
Agf Management Ltd. 0.16% Add +0.5% 122,514 $35.6M
GenTrust, LLC 1.53% Add +3.9% 121,441 $35.2M
Conrad Siegel Investment Advisors, Inc. 6.57% Add +1.7% 119,370 $34.6M
Enclave Advisors LLC 4.90% Add +11.5% 119,127 $34.6M
American Trust 2.91% Add +1.1% 119,080 $34.6M
Shufro Rose & Co. LLC 2.30% Add +54.9% 116,688 $33.9M
Bouchey Financial Group, Ltd. 2.53% Add +2.5% 116,365 $33.8M
HB Wealth Management, LLC 0.22% Reduce -2.1% 115,712 $33.6M
Summit Financial, LLC 0.48% Add +21.6% 113,424 $32.9M
Mitchell McLeod Pugh & Williams Inc. 4.69% Add +11.1% 109,070 $32.8M
Consolidated Portfolio Review Corp 2.82% Add +2390.1% 112,404 $32.6M
Prosperity Consulting Group, LLC 1.46% Add +25.4% 111,957 $32.5M
Nicolet Advisory Services, LLC 2.17% Add +16.1% 107,901 $32.3M
Brown Advisory Inc. 0.04% Add +12.6% 111,208 $32.3M
Blankinship & Foster, LLC 6.92% Add +0.9% 110,408 $32.0M
Whittier Trust Co. 0.35% Add +7.8% 106,789 $32.0M
Wealthspire Retirement, LLC 1.92% Add +0.3% 108,537 $31.5M
Litman Gregory Wealth Management LLC 2.30% Reduce -0.6% 108,331 $31.4M
D.A. Davidson & Co. 0.19% Add +16.4% 107,776 $31.3M
Cranbrook Wealth Management, LLC 6.17% Add +2.8% 107,765 $31.3M
BlackRock, Inc. 0.00% Add +183.4% 104,275 $30.3M
Advantage Trust Co 13.53% Add +39.0% 103,515 $30.0M
Phillips Financial Management, LLC 1.89% Reduce -1.1% 101,126 $29.3M
Procyon Advisors, LLC 1.44% Add +0.1% 100,246 $29.1M
ProVise Management Group, LLC 2.05% Add +1.1% 99,462 $28.9M
Searcy Financial Services Inc. 10.61% Add +0.9% 98,634 $28.6M
Farther Finance Advisors, LLC 0.30% Add +152.9% 97,737 $28.4M
TD Private Client Wealth LLC 0.60% Add +44.8% 97,091 $28.2M
Arrow Financial Corp 2.76% Reduce -4.5% 95,506 $27.7M
Vestmark Advisory Solutions, Inc. 0.37% Add +144.7% 95,269 $27.6M
BCK Partners, Inc. 14.91% Reduce -1.8% 95,057 $27.6M
Round Rock Advisors LLC 4.14% Add +1.2% 94,747 $27.5M
Woodmont Investment Counsel LLC 1.72% Add +4.2% 94,535 $27.4M
St Germain D J Co. Inc. 1.06% Add +0.3% 93,639 $27.2M
SOL Capital Management CO 2.44% Reduce -2.0% 93,401 $27.1M
Pacific Center for Financial Services 6.90% No change 92,087 $27.0M
Trust Co of the South 4.32% Reduce -2.4% 92,477 $26.8M
Zhang Financial LLC 1.00% Add +5.5% 92,354 $26.8M
OneDigital Investment Advisors LLC 0.26% Add +4.8% 91,888 $26.7M
Pure Financial Advisors, LLC 0.39% Add +0.5% 90,698 $26.3M
Wolff Financial Management LLC 5.81% Add +2.3% 88,940 $25.8M
Callan Family Office, LLC 0.55% Add +1746.9% 88,689 $25.7M
Stephens Consulting, LLC 8.30% Add +0.9% 88,518 $25.7M
Glenview Trust Co 0.40% Reduce -0.7% 88,378 $25.6M
Bokf, NA 0.39% Add +5.2% 88,127 $25.6M
McIlrath & Eck, LLC 2.36% Add +7.0% 87,637 $25.4M
Cadence Bank 1.44% Add +2.1% 84,854 $24.6M
Cwm, LLC 0.07% Add +4.7% 84,817 $24.6M
Elevation Point Wealth Partners, LLC 1.18% Add +140.5% 84,299 $24.5M
Facet Wealth, Inc. 0.43% Reduce -6.3% 81,624 $24.4M
American Financial Advisors, LLC 3.13% Reduce -2.0% 83,430 $24.2M
Tectonic Advisors LLC 1.28% Add +7.0% 83,368 $24.2M
William Mack & Associates, Inc. 11.29% Add +24.5% 82,657 $24.0M
Cornerstone Advisory, LLC 2.28% Add +4.2% 82,321 $23.9M
Condor Capital Management 1.88% Reduce -1.3% 80,124 $23.3M
SHP Wealth Management 1.79% — 79,349 $23.0M
GeoWealth Management, LLC 0.84% Reduce -1.9% 78,980 $22.9M
Marietta Wealth Management, LLC 2.64% Add +1.0% 78,753 $22.9M
Coldstream Capital Management Inc. 0.29% Reduce -9.4% 77,971 $22.6M
Mason & Associates, LLC 5.06% Reduce -4.5% 76,753 $22.3M
Integrated Wealth Concepts LLC 0.26% Reduce -30.3% 76,269 $22.1M
Stratos Wealth Advisors, LLC 1.07% Reduce -5.7% 75,992 $22.1M
Whittier Trust Co. of Nevada Inc. 0.46% Reduce -16.4% 73,527 $22.0M
Mesirow Financial Investment Management, Inc. 0.45% Reduce -8.4% 75,211 $21.8M
Grey Fox Wealth Advisors, LLC 4.45% Add +4.7% 74,903 $21.7M
Veracity Capital LLC 6.40% Add +5.0% 74,313 $21.6M
Transamerica Financial Advisors, LLC 1.79% Reduce -8.3% 73,977 $21.5M
Simmons Bank 1.43% Reduce -2.6% 73,901 $21.4M
FIDELIS iM, LLC 8.23% Reduce -30.6% 73,011 $21.2M
Northeast Investment Management 0.82% Add +2.3% 72,592 $21.1M
Grant Street Asset Management, Inc. 4.21% Add +2.3% 71,970 $20.9M
Exencial Wealth Advisors, LLC 0.65% Reduce -1.5% 71,007 $20.6M
Montag A & Associates Inc. 0.94% Add +0.6% 70,837 $20.6M
Salem Investment Counselors Inc. 0.57% Add +0.2% 70,071 $20.3M
Sage Rhino Capital LLC 3.83% Add +2.2% 69,941 $20.3M
Prudent Investors Network, Inc. 4.65% Reduce -12.0% 69,837 $20.3M
Twele Capital Management, Inc. 3.62% Add +0.9% 69,737 $20.2M
Burling Wealth Partners, LLC 3.14% Add +2.4% 69,618 $20.2M
Modera Wealth Management, LLC 0.23% Reduce -3.7% 69,147 $20.1M
Buck Wealth Strategies, LLC 2.54% Reduce -22.1% 68,896 $20.0M
Kestra Private Wealth Services, LLC 0.25% Reduce -0.0% 68,474 $19.9M
Bessemer Group Inc. 0.03% Reduce -64.7% 68,397 $19.9M
Integrated Capital Management, LLC 8.43% Add +3.4% 67,557 $19.6M
Bridges Investment Management Inc. 0.25% Add +13.3% 67,485 $19.6M
Intrust Bank NA 1.61% Add +0.1% 67,048 $19.5M
Benjamin Edwards Inc. 0.21% Add +2.0% 66,826 $19.4M
Visionary Wealth Advisors 0.86% Add +2.4% 65,776 $19.1M
Ballentine Partners, LLC 0.27% Reduce -0.0% 65,350 $19.0M
RTD Financial Advisors, Inc. 2.30% Reduce -2.7% 65,016 $18.9M
World Investment Advisors 0.31% Add +30.4% 64,917 $18.8M
Oppenheimer & Co. Inc. 0.27% Reduce -21.6% 64,532 $18.7M
Quantinno Capital Management LP 0.04% Add +25.9% 64,518 $18.7M
Berkshire Asset Management LLC 0.81% Reduce -0.3% 63,945 $18.6M
Single Point Partners, LLC 3.65% Reduce -0.9% 63,636 $18.5M
Sagespring Wealth Partners, LLC 0.33% Reduce -4.6% 63,415 $18.4M
Great Valley Advisor Group, Inc. 0.35% Add +6.9% 63,309 $18.4M
Next Level Wealth Planning, LLC 9.54% Add +2.9% 61,739 $17.9M
Meridian Wealth Advisors, LLC 2.48% Add +38.0% 61,593 $17.9M
Sandy Cove Advisors, LLC 5.28% Add +24.7% 61,468 $17.8M
Alliancebernstein L.P. 0.01% Add +40.9% 61,418 $17.8M
Choreo, LLC 0.23% Add +1.0% 60,809 $17.8M
Concurrent Investment Advisors, LLC 0.20% Add +8.6% 61,051 $17.7M
Schroder Investment Management Group 0.01% Add +3.2% 60,934 $17.7M
Wellington Grp LLC 5.88% — 60,865 $17.7M
Sage Financial Group Inc. 1.17% Add +1.5% 60,688 $17.6M
Crane Advisory, LLC 2.64% Reduce -6.5% 58,341 $17.5M
Heritage Investors Management Corp. 0.51% Reduce -2.2% 60,074 $17.4M
Cary Street Partners Financial LLC 0.43% Add +20.3% 59,936 $17.4M
Hillman Co. 6.01% No change 59,730 $17.3M
AdvisorNet Financial, Inc 0.92% Add +9.6% 59,473 $17.3M
AJ Advisors, LLC 6.34% Add +6.2% 59,175 $17.2M
AlphaCore Capital LLC 0.38% Add +6.4% 58,722 $17.0M
Caprock Group, LLC 0.36% Add +1.8% 58,150 $16.9M
Tribridge Partners Financial LLC 7.07% Add +6.8% 58,055 $16.8M
NORTHSTAR ASSET MANAGEMENT Co 3.57% Reduce -0.0% 57,909 $16.8M
Praetorian Wealth Management, Inc. 3.33% Reduce -1.5% 57,865 $16.8M
Sierra Capital LLC 1.77% Add +0.0% 57,658 $16.7M
Investments & Financial Planning, LLC 8.92% Reduce -2.3% 57,285 $16.6M
DORVAL Corp 5.27% Add +2.4% 56,843 $16.5M
Equity Wealth Partners, LLC 10.69% Add +52.9% 56,792 $16.5M
Napier Financial, LLC 4.11% — 56,667 $16.4M
Sylvest Advisors, LLC 8.75% Add +1.6% 56,541 $16.4M
Cordgrass Capital Advisors, LLC 3.93% Add +1.2% 56,424 $16.4M
Wedmont Private Capital 0.57% Add +0.4% 55,132 $16.3M
Goldstone Financial Group, LLC 1.80% Add +10.0% 55,633 $16.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -58.5% 55,525 $16.1M
Towerpoint Wealth, LLC 6.34% Add +5.8% 55,142 $16.0M
Parallel Advisors, LLC 0.29% Reduce -0.0% 55,104 $16.0M
EnRich Financial Partners LLC 4.34% Add +3.7% 54,916 $15.9M
Serenity Investment Advisors 9.27% — 53,473 $15.9M
Riverview Capital Advisers, LLC 4.80% Add +0.6% 54,636 $15.9M
Vanguard Group Inc. 0.00% Add +1.0% 54,216 $15.7M
James Reed Financial Services, Inc. 12.60% Add +3.6% 54,175 $15.7M
Wealthcare Advisory Partners LLC 0.31% Reduce -2.5% 54,126 $15.7M
Cahill Financial Advisors Inc. 1.71% Add +104.7% 53,990 $15.7M
Brand Asset Management Group, Inc. 4.38% Add +0.9% 53,937 $15.7M
New Insight Wealth Advisors 5.57% Add +4.5% 53,768 $15.6M
Fiducient Advisors LLC 1.93% Add +0.8% 53,585 $15.6M
jvl associates llc 5.05% Reduce -0.4% 53,465 $15.5M
Tarbox Family Office, Inc. 2.48% Reduce -16.3% 53,178 $15.4M
Avior Wealth Management, LLC 0.48% Add +11.3% 55,090 $15.4M
Patriot Investment Management Group, Inc. 0.98% Reduce -6.4% 53,028 $15.4M
TriaGen Wealth Management LLC 3.97% Add +2.7% 52,885 $15.3M
Prospera Financial Services Inc 0.25% Add +19.6% 52,728 $15.3M
James J. Burns & Company, LLC 2.11% Add +6.3% 52,791 $15.3M
Core Wealth Advisors, Inc. 3.96% Add +1.0% 52,582 $15.3M
Field & Main Bank 4.39% Add +20.4% 52,504 $15.2M
Carnegie Investment Counsel 0.28% Add +1.1% 52,361 $15.2M
Scott Capital Advisors, LLC 3.32% Reduce -1.0% 51,682 $15.0M
Asset Management Group, Inc. 2.40% Add +5.3% 51,185 $14.9M
Jackson, Grant Investment Advisers, Inc. 4.87% Reduce -0.3% 51,008 $14.8M
Fiduciary Wealth Partners, LLC 6.03% Reduce -6.9% 50,701 $14.7M
Fee-Only Financial Planning, L.C. 8.57% Reduce -1.3% 50,663 $14.7M
Fidelis Capital Partners, LLC 1.07% Reduce -9.8% 50,576 $14.7M
Franklin Resources Inc. 0.00% Add +4.0% 50,449 $14.6M
JNBA Financial Advisors 1.28% Reduce -0.8% 50,375 $14.6M
Roof Eidam Maycock Peralta, LLC 3.26% Reduce -0.4% 49,558 $14.4M
Commerce Bank 0.08% Reduce -1.8% 49,315 $14.3M
Global Retirement Partners, LLC 0.25% Add +0.1% 49,234 $14.3M
Smith & Howard Wealth Management, LLC 3.26% Add +12.0% 49,150 $14.3M
HUB Investment Partners, LLC 0.39% Add +1.9% 48,595 $14.1M
Staley Capital Advisers Inc. 0.58% Reduce -0.4% 48,462 $14.1M
Nations Financial Group Inc, /Ia/ 0.74% Add +1.4% 48,154 $14.0M
O'shaughnessy Asset Management, LLC 0.08% Add +14.6% 47,961 $13.9M
Avidian Wealth Enterprises, LLC 0.51% Reduce -1.7% 47,927 $13.9M
Belpointe Asset Management LLC 0.50% Add +5.9% 47,509 $13.8M
Somnio Financial Group, LLC 9.08% Add +1.9% 47,355 $13.7M
AQR Capital Management 0.01% Add +29.4% 47,339 $13.7M
ForthRight Wealth Management, LLC 3.93% Add +1.6% 47,074 $13.7M
Freedom Financial Partners LLC 4.96% Add +4.7% 47,017 $13.6M
Pinnacle Associates Ltd. 0.17% Reduce -1.5% 46,865 $13.6M
Whelan Financial 4.22% Add +1.1% 46,574 $13.5M
Acropolis Investment Management, LLC 0.60% Reduce -0.2% 46,245 $13.4M
First National Bank Sioux Falls 3.98% Add +1.5% 45,820 $13.3M
Roundview Capital LLC 0.81% Add +3.3% 45,266 $13.1M
Wheelhouse Advisory Group LLC 4.99% Add +9.1% 44,764 $13.1M
Financial Futures Ltd Liability Co. 6.07% Add +8.6% 45,104 $13.1M
Advyzon Investment Management, LLC 1.51% Add +11.5% 44,864 $13.0M
Avion Wealth 2.73% Add +12.7% 44,854 $13.0M
CoreCap Advisors, LLC 0.45% Add +1.3% 44,656 $13.0M
Allen Wealth Management, LLC 7.80% New 44,640 $13.0M
Fortis Capital Advisors, LLC 1.91% Add +6.3% 44,546 $12.9M
Aries Wealth Management 2.86% Add +8.4% 44,496 $12.9M
Forvis Mazars Wealth Advisors, LLC 0.24% Reduce -4.4% 44,440 $12.9M
LBMC Investment Advisors, LLC 0.80% Add +0.0% 44,359 $12.9M
Principal Securities, Inc. 0.20% Reduce -0.1% 44,259 $12.8M
BTG Pactual Asset Management US LLC 1.42% Add +3.7% 45,466 $12.7M
Koenig Investment Advisory, LLC 10.28% — 41,303 $12.7M
Rossmore Private Capital 1.13% Add +10.2% 43,645 $12.7M
Texas Yale Capital Corp. 0.38% Add +6.8% 43,264 $12.6M
Ironsides Asset Advisors, LLC 3.17% No change 43,126 $12.5M
Black Diamond Financial, LLC 1.32% Reduce -1.0% 43,113 $12.5M
F/m Investments LLC 0.47% Add +0.4% 42,974 $12.5M
Gibraltar Capital Management, Inc. 2.11% Add +10.5% 42,758 $12.4M
Zuckerman Investment Group, LLC 1.11% Add +4.3% 42,617 $12.4M
Kingsview Wealth Management, LLC 0.18% Add +7.3% 42,400 $12.3M
Hall Capital Management Co. Inc. 4.72% Add +2.6% 42,145 $12.2M
4Thought Financial Group Inc. 6.05% Add +3.0% 42,077 $12.2M
Compound Planning, Inc. 0.36% Add +12.9% 42,035 $12.2M
Ancora Advisors LLC 0.25% Add +0.1% 41,878 $12.2M
Pearl Planning LLC 7.41% — 41,774 $12.1M
Fortitude Family Office, LLC 2.84% Add +11.1% 41,759 $12.1M
J.W. Cole Advisors, Inc. 0.29% Reduce -14.5% 53,032 $12.1M
Diversify Wealth Management, LLC 0.56% Add +14.2% 40,214 $12.0M
Ameritas Advisory Services, LLC 0.45% Add +252.1% 41,265 $12.0M
VSM Wealth Advisory, LLC 3.59% Reduce -1.9% 41,168 $11.9M
Cozad Asset Management Inc. 0.92% Add +4.4% 41,055 $11.9M
Forum Private Client Group LLC 4.05% Add +14.2% 40,985 $11.9M
Integrity Alliance, Llc. 0.44% Add +382.6% 40,976 $11.9M
Noble Family Wealth, LLC 2.48% No change 40,484 $11.7M
Gill Capital Partners, LLC 3.53% Add +16.5% 40,139 $11.6M
Bailard, Inc. 0.26% Add +0.1% 40,041 $11.6M
Arkos Global Advisors 1.49% Reduce -0.4% 40,011 $11.6M
Gratus Wealth Advisors, LLC 1.60% Add +1.1% 39,870 $11.6M
Harbour Investments, Inc. 0.23% Reduce -1.4% 39,782 $11.5M
Advisory Services Network, LLC 0.16% Add +6.8% 39,427 $11.4M
Stratos Wealth Partners, LTD. 0.13% Reduce -1.7% 39,279 $11.4M
Petredis Investment Advisors LLC 0.89% Reduce -0.1% 39,211 $11.4M
Axiom Financial Strategies, LLC 4.79% Reduce -0.4% 39,206 $11.4M
Anderson Hoagland & Co. 0.98% Reduce -0.5% 39,085 $11.3M
Arkadios Wealth Advisors 0.22% Add +11.9% 39,035 $11.3M
JDM Financial Group LLC 4.39% Add +101.3% 82,901 $11.3M
Fort Point Capital Partners LLC 1.36% Reduce -6.7% 37,310 $11.2M
Savant Capital, LLC 0.06% Add +3.3% 38,708 $11.2M
Bank of New Hampshire 2.52% Reduce -2.4% 38,647 $11.2M
Ruggaard & Associates LLC 4.41% Reduce -10.4% 38,580 $11.2M
Horizons Wealth Management 7.42% Add +2.4% 38,448 $11.2M
EP Wealth Advisors, LLC 0.06% — 38,163 $11.1M
First Bancorp, Inc 5.89% Add +2.8% 38,153 $11.1M
MOR Wealth Management, LLC 5.05% — 38,065 $11.0M
Red Wave Investments LLC 3.27% Add +0.7% 37,866 $11.0M
Whitegate Investment Counselors, Inc. 3.42% Add +23.7% 37,721 $10.9M
Rooted Wealth Advisors, Inc. 3.06% Reduce -3.1% 36,498 $10.9M
Councilor Wealth, LLC 5.13% Add +1.1% 37,393 $10.9M
Parr McKnight Wealth Management Group, LLC 1.42% Reduce -1.4% 37,320 $10.8M
Manning & Napier Advisors LLC 0.14% Add +13.4% 36,909 $10.8M
CPA Asset Management Group, LLC 3.78% Add +9.2% 37,073 $10.8M
David Kennon Inc 3.81% Reduce -1.0% 36,965 $10.7M
Investor's Fiduciary Advisor Network, LLC 2.30% Add +269.6% 36,919 $10.7M
Addis & Hill, Inc 6.46% Reduce -0.3% 36,770 $10.7M
Aspire Capital Advisors LLC 2.51% Add +1.9% 36,766 $10.7M
Coastline Complete Wealth LLC 6.67% — 36,512 $10.6M
Frisch Financial Group, Inc. 2.37% Reduce -0.9% 36,471 $10.6M
Texas Capital Bank Wealth Management Services Inc 0.61% Add +0.3% 36,421 $10.6M
Consilio Wealth Advisors, LLC 3.09% Reduce -1.2% 36,412 $10.6M
Operose Advisors LLC 2.46% Reduce -27.1% 36,387 $10.6M
Mgo One Seven LLC 0.21% Reduce -16.4% 36,069 $10.5M
O'Connor Financial Group LLC 4.15% Add +1.8% 34,814 $10.4M
Beacon Financial Strategies CORP 5.76% Add +0.9% 35,570 $10.3M
Lowe Brockenbrough & Co. Inc. 0.51% Reduce -3.0% 35,507 $10.3M
Beirne Wealth Consulting Services, LLC 2.98% Reduce -2.7% 35,424 $10.3M
Titleist Asset Management, LLC 0.83% Add +13.6% 35,343 $10.3M
Harbor Advisory Corp. 3.09% Add +4.4% 35,147 $10.2M
Valmark Advisers, Inc. 0.13% Add +2.0% 35,082 $10.2M
Mustico Financial Group, Inc. 7.85% Add +13.7% 34,150 $10.2M
Drive Wealth Management, LLC 1.99% Reduce -10.9% 35,050 $10.2M
Greenbush Financial Group, LLC 3.45% Add +13.2% 34,945 $10.1M
Argent Trust Co 0.35% Add +64.4% 34,916 $10.1M
Alliance Wealth Advisors, LLC 4.84% Add +13.3% 34,882 $10.1M
Canandaigua National Bank & Trust Co. 0.90% Reduce -4.2% 34,772 $10.1M
Daner Wealth Management, LLC 6.15% Reduce -1.6% 33,255 $10.0M
Capital Planning LLC 2.81% Add +2.0% 34,259 $10.0M
Gemmer Asset Management LLC 0.77% Reduce -1.8% 34,368 $10.0M
Milestone Investment Advisors LLC 2.41% Reduce -0.5% 34,246 $9.9M
Prosperitas Financial LLC 3.86% Reduce -2.1% 34,089 $9.9M
CRA Financial Services, LLC 1.29% Reduce -26.5% 34,015 $9.9M
Daymark Wealth Partners, LLC 0.31% Reduce -3.2% 33,944 $9.9M
Sfm, LLC 5.74% Add +1.1% 33,727 $9.8M
Financial Management Professionals, Inc. 1.01% Reduce -3.3% 33,671 $9.8M
McClarren Financial Advisors, Inc. 5.81% Add +23.0% 39,544 $9.7M
MorganRosel Wealth Management, LLC 2.43% Add +0.2% 33,511 $9.7M
Dakota Wealth Management 0.17% Add +245.4% 33,385 $9.7M
TD Capital Management LLC 0.86% Add +0.2% 33,345 $9.7M
Manchester Capital Management LLC 1.32% Reduce -1.2% 33,295 $9.7M
Houlihan Financial Resource Group, Ltd. 3.74% Add +120.4% 32,957 $9.7M
Curi Capital, LLC 0.17% Add +0.4% 33,222 $9.6M
Capital Investment Advisory Services, LLC 0.68% Add +1.9% 33,217 $9.6M
Legacy Wealth Partners, LLC 2.49% — 33,168 $9.6M
GreatBanc Trust CO 6.77% Reduce -0.1% 33,084 $9.6M
Beam Wealth Advisors, Inc. 2.64% Add +2.9% 33,080 $9.6M
GFS Advisors, LLC 1.14% No change 32,945 $9.6M
RFG Holdings, Inc. 2.37% Add +3.6% 32,514 $9.4M
Endeavor Private Wealth, Inc. 2.70% Add +5.3% 32,476 $9.4M
Elevation Wealth Partners, LLC 3.33% Reduce -6.3% 32,446 $9.4M
IF Advisors, LLC 7.54% — 31,987 $9.3M
Caldwell Trust Co 0.82% Add +3.2% 31,980 $9.3M
Wealth Science Advisors LLC 5.34% — 31,925 $9.3M
Uptown Financial Advisors LLC 7.89% Add +1.6% 31,906 $9.3M
Ethos Financial Group, LLC 0.68% Reduce -5.0% 31,801 $9.2M
Keybank National Association 0.03% Reduce -3.7% 31,629 $9.2M
Adelphi Trust Co 7.49% — 31,616 $9.2M
Evermay Wealth Management LLC 1.03% Reduce -1.6% 31,597 $9.2M
Howe & Rusling Inc. 0.60% Add +3.4% 31,456 $9.1M
Warner Financial, Inc. 3.17% Add +1.5% 31,443 $9.1M
KFA Private Wealth Group, LLC 2.22% Add +35.8% 31,435 $9.1M
Principle Wealth Partners LLC 0.51% Add +2.4% 31,380 $9.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.93% Reduce -1.8% 31,342 $9.1M
Crestwood Advisors Group, LLC 0.15% Add +0.5% 31,329 $9.1M
Caliber Wealth Management, LLC / KS 0.98% Reduce -20.3% 31,225 $9.1M
Alliance Private Wealth, LLC 3.15% — 30,541 $9.1M
Chesley Taft & Associates LLC 0.36% Add +7.4% 31,191 $9.1M
McNaughton Wealth Management, LLC 3.69% Add +0.8% 30,840 $9.0M
Johnson Investment Counsel Inc. 0.07% Add +6.2% 30,765 $8.9M
Advisor OS, LLC 0.72% Add +449.3% 30,604 $8.9M
MJP Associates Inc. 1.11% Add +457.8% 30,470 $8.8M
Keyvantage Wealth, LLC 3.75% Add +8.1% 30,210 $8.8M
Private Wealth Asset Management, LLC 0.95% Reduce -2.9% 30,193 $8.8M
Grove Bank & Trust 0.98% Add +22.3% 30,141 $8.7M
First National Bank of Omaha 0.26% Add +132.8% 29,947 $8.7M
Park Avenue Securities LLC 0.07% Add +5.9% 30,000 $8.7M
Horizon Family Wealth, Inc. 4.62% Add +0.6% 29,876 $8.7M
Sagace Wealth Management LLC 5.90% Reduce -0.6% 29,866 $8.7M
Select Equity Group, L.P. 0.04% New 29,726 $8.6M
Verus Financial Partners, Inc. 0.79% Reduce -2.1% 28,720 $8.6M
Silverleafe Capital Partners, LLC 2.55% Add +0.0% 29,581 $8.6M
Baltimore-Washington Financial Advisors, Inc. 0.36% Reduce -4.4% 29,538 $8.6M
Legend Financial Advisors, Inc. 5.19% Add +0.5% 29,534 $8.6M
Trinity Financial Advisors LLC 2.39% Add +3.0% 29,499 $8.6M
Sowell Financial Services LLC 0.31% Add +1.9% 29,377 $8.5M
KTF Investments, LLC 1.40% — 29,332 $8.5M
M&T Bank Corp 0.03% Reduce -7.1% 29,297 $8.5M
United Bank 1.12% No change 29,279 $8.5M
Accredited Investors Inc. 0.45% Reduce -0.4% 29,216 $8.5M
Sawgrass Asset Management LLC 1.05% Add +5.1% 28,945 $8.4M
Gladstone Institutional Advisory LLC 0.32% Add +2.1% 28,922 $8.4M
Bradley Foster & Sargent Inc. 0.12% Add +4.3% 28,915 $8.4M
1900 Wealth Management LLC 0.54% Reduce -0.7% 28,907 $8.4M
XML Financial, LLC 0.68% Reduce -1.7% 28,664 $8.3M
Essex Financial Services, Inc. 0.47% Add +6.2% 28,628 $8.3M
Fiduciary Advisors, Inc. 6.32% Add +4.0% 28,622 $8.3M
Fonville Wealth Management LLC 1.69% Add +0.8% 28,441 $8.3M
Headinvest, LLC 1.64% Reduce -0.0% 28,410 $8.2M
Envision Financial LLC 4.35% Add +7.5% 28,389 $8.2M
Cordoba Advisory Partners LLC 2.01% — 27,920 $8.1M
Waller Financial Planning Group, Inc. 1.79% Reduce -10.7% 27,771 $8.1M
Private Client Services, LLC 2.50% Add +18.2% 27,602 $8.0M
Family Investment Center, Inc. 1.60% Reduce -1.1% 27,345 $7.9M
Arbor Wealth Management LLC\AZ 6.17% — 27,340 $7.9M
Sigma Planning Corp 0.22% Add +2.1% 27,208 $7.9M
Ellevest, Inc. 1.09% Add +3.7% 27,165 $7.9M
Strategic Investment Advisors / MI 0.68% Reduce -78.2% 27,089 $7.9M
Elwood & Goetz Wealth Advisory Group, LLC 1.38% Reduce -2.5% 27,067 $7.9M
Creekside Partners 3.31% Add +0.7% 26,954 $7.8M
Bridgewealth Advisory Group, LLC 1.73% Reduce -8.7% 26,940 $7.8M
First PREMIER Bank 1.79% Add +12.2% 26,857 $7.8M
NewCorp Financial Services, Inc. 6.88% — 26,780 $7.8M
Valeo Financial Advisors, LLC 0.17% Add +0.9% 31,301 $7.8M
Smith Partners Wealth Management, LLC 7.07% — 26,495 $7.7M
Francis Financial, Inc. 1.49% Reduce -2.2% 26,301 $7.6M
United Capital Financial Advisors, LLC 0.05% Add +16.1% 26,293 $7.6M
WASHINGTON TRUST Co 0.25% Reduce -0.7% 26,058 $7.6M
Alongside, LLC 2.50% — 25,944 $7.5M
Prime Capital Investment Advisors, LLC 0.09% Reduce -1.9% 25,782 $7.5M
Retirement Management Systems Inc. 1.91% — 25,771 $7.5M
HighRoad Wealth Advisors, LLC 7.14% — 25,770 $7.5M
Nwam LLC 0.42% Reduce -0.4% 25,558 $7.5M
Randall & Associates Wealth Management 5.17% Add +0.8% 25,685 $7.5M
TruWealth Advisors, LLC 0.36% Reduce -3.9% 25,585 $7.4M
Kagan Cocozza Asset Management 5.25% Add +6.7% 25,430 $7.4M
Sapient Capital LLC 0.10% Add +295.3% 25,159 $7.4M
Uptick Partners, LLC 1.57% Add +20.3% 25,360 $7.4M
OneAscent Financial Services LLC 0.68% Reduce -42.9% 25,281 $7.3M
Arcadia Investment Advisors LLC 3.40% Add +29.4% 25,169 $7.3M
Parsons Capital Management Inc. 0.40% Add +1.8% 25,136 $7.3M
Summit Financial Wealth Advisors, LLC 1.04% Add +91.5% 25,090 $7.3M
Northcape Wealth Management, LLC 2.06% Reduce -1.1% 25,068 $7.3M
Custos Family Office, LLC 4.96% Reduce -13.5% 25,057 $7.3M
Rwa Wealth Partners, LLC 0.08% Add +16.3% 24,643 $7.2M
Steph & Co. 2.06% Reduce -4.2% 24,615 $7.1M
Johnson Bixby & Associates, LLC 0.88% Reduce -12.5% 24,416 $7.1M
Mutual Advisors, LLC 0.15% Reduce -3.0% 24,413 $7.1M
Kingswood Wealth Advisors, LLC 0.34% Add +29.4% 24,413 $7.1M
Strive Financial Group ,LLC 3.74% — 24,331 $7.1M
Walkner Condon Financial Advisors LLC 0.98% Reduce -0.8% 24,211 $7.0M
Integrated Advisors Network LLC 0.31% Reduce -4.7% 24,177 $7.0M
First United Bank & Trust 2.23% Add +24.8% 24,090 $7.0M
Quest Investment Management LLC 0.75% Add +7.0% 24,073 $7.0M
Composition Wealth, LLC 0.10% Add +3.5% 24,020 $7.0M
Level Four Advisory Services, LLC 0.23% Add +56.8% 24,007 $7.0M
IFS Advisors, LLC 3.59% Add +77.2% 23,815 $6.9M
Ausdal Financial Partners, Inc. 0.32% Add +2.1% 23,808 $6.9M
Nikulski Financial, Inc. 1.64% Reduce -21.1% 23,661 $6.9M
Patriot Financial Group Insurance Agency, LLC 0.82% Add +3.2% 23,649 $6.9M
Beacon Advisors Holdings, LLC 3.59% — 23,463 $6.8M
Culbertson A N & Co. Inc. 0.93% Reduce -0.2% 23,400 $6.8M
Cascade Financial Partners, LLC 0.69% Reduce -5.6% 23,306 $6.8M
Blackston Financial Advisory Group, LLC 4.11% Reduce -2.8% 23,287 $6.8M
Farrell Financial LLC 3.97% Add +0.7% 23,199 $6.7M
Factor Wealth Management LTD 1.45% Add +5.2% 23,111 $6.7M
Plus Group Wealth Advisors LLC 7.44% — 23,104 $6.7M
Cypress Wealth Services, LLC 0.93% Reduce -0.8% 23,093 $6.7M
Wealthedge Investment Advisors, LLC 2.48% Add +2.9% 23,081 $6.7M
Gilman Hill Asset Management, LLC 1.05% Add +0.1% 23,058 $6.7M
BBR Partners, LLC 0.36% Add +7.5% 23,044 $6.7M
Marathon Wealth Advisors LLC 2.65% — 23,000 $6.7M
Sage Mountain Advisors LLC 0.35% Add +46.5% 22,889 $6.6M
Motley Fool Wealth Management, LLC 0.51% Add +75.2% 22,524 $6.5M
MBL Wealth, LLC 0.52% Reduce -0.3% 22,469 $6.5M
Holos Integrated Wealth LLC 3.64% Reduce -20.3% 22,275 $6.5M
Fifth Third Securities, Inc. 0.42% Add +1.0% 22,286 $6.5M
Continuum Advisory, LLC 0.64% Reduce -2.2% 22,096 $6.4M
Greenup Street Wealth Management LLC 0.91% Add +19.1% 21,784 $6.3M
Scotia Capital Inc. 0.03% Reduce -2.3% 21,774 $6.3M
Dynamic Advisor Solutions LLC 0.20% Add +4.0% 21,622 $6.3M
Atria Investments, Inc 0.07% Reduce -4.9% 21,472 $6.2M
Evelyn Partners Asset Management Ltd 1.46% Add +12.9% 21,391 $6.2M
Latko Wealth Management, Ltd. 3.04% Reduce -2.4% 21,377 $6.2M
Perigon Wealth Management, LLC 0.11% Reduce -1.9% 21,375 $6.2M
Capital Management Associates, Inc 1.36% Add +83.3% 21,250 $6.2M
Mystic Asset Management, Inc. 1.40% Reduce -1.1% 21,246 $6.2M
Coastal Bridge Advisors, LLC 0.46% Add +10.2% 21,061 $6.1M
McAdam, LLC 0.28% Add +4.3% 20,958 $6.1M
Amara Financial, Llc. 4.21% Reduce -22.6% 20,944 $6.1M
Brown Brothers Harriman & Co. 0.03% Add +31.5% 20,883 $6.1M
One Capital Management, LLC 0.18% Add +5.4% 20,680 $6.0M
Accelerate Investment Advisors LLC 4.02% Add +0.1% 20,575 $6.0M
Xcelsior Advisor Partners LLC 2.89% — 20,450 $5.9M
Bearing Point Capital, LLC 0.93% Add +9.5% 20,412 $5.9M
Spinnaker Trust 0.32% Add +0.9% 20,393 $5.9M
Rialto Wealth Management, LLC 1.41% Reduce -0.8% 20,382 $5.9M
Ticino Wealth 2.18% — 20,256 $5.9M
Calamos Wealth Management LLC 0.20% Add +0.1% 20,189 $5.9M
SCS Capital Management LLC 0.06% Add +2.0% 20,177 $5.9M
S.A. Mason LLC 2.31% Add +0.1% 20,156 $5.8M
Spectrum Investment Advisors, Inc. 2.93% Add +0.4% 20,137 $5.8M
Gotham Asset Management 0.02% Add +39.2% 20,133 $5.8M
RKL Wealth Management LLC 0.48% Reduce -2.7% 20,110 $5.8M
Kendall Capital Management 1.22% No change 20,042 $5.8M
Meramec Financial Planners, LLC 2.26% — 19,272 $5.8M
Cascades Capital Asset Management, LLC 2.46% Add +10.8% 19,904 $5.8M
Mason & Associates Inc 1.09% Add +88.5% 19,892 $5.8M
May Hill Capital, LLC 1.55% Reduce -13.5% 19,755 $5.7M
Vista Cima Wealth Management LLC 4.77% Add +5.3% 19,710 $5.7M
Cornerstone Management, Inc. 0.93% Add +1.6% 19,669 $5.7M
Robinswood Financial LLC 1.82% Add +1.9% 19,585 $5.7M
First Financial Corp. 2.14% Add +8.2% 19,541 $5.7M
Meridian Management Co. 1.39% Reduce -2.8% 19,410 $5.6M
Colorado Capital Management, Inc. 2.09% Add +3.6% 19,225 $5.6M
First Merchants Corp. 0.21% Reduce -1.4% 19,119 $5.5M
BKM Wealth Management, LLC 2.03% Add +0.7% 19,094 $5.5M
Capital Advantage, Inc. 0.75% Add +21.4% 19,094 $5.5M
StoneX Group Inc. 0.24% Reduce -0.1% 19,073 $5.5M
Cannon Capital Management, Inc. 4.87% — 19,078 $5.5M
Narus Financial Partners, LLC 1.52% Reduce -2.5% 19,030 $5.5M
Pinnacle Wealth Management Group, Inc. 2.74% Add +3.2% 18,913 $5.5M
Retirement Planning Group, LLC 0.18% Reduce -3.7% 18,743 $5.4M
Orin Green Financial, LLC 2.17% Add +1.5% 18,687 $5.4M
Founders Grove Wealth Partners, LLC 1.22% Add +2.1% 18,652 $5.4M
Legacy Financial Group LLC 0.67% Add +3.6% 18,152 $5.4M
Gleason Group, Inc. 0.53% Add +0.6% 18,606 $5.4M
Orion Porfolio Solutions, LLC 0.04% Add +64.7% 18,590 $5.4M
Marquette Associates, Inc. 6.87% Reduce -6.2% 18,479 $5.4M
Legacy Edge Advisors, LLC 0.59% Add +0.1% 18,452 $5.4M
Ameraudi Asset Management, Inc. 2.94% Add +2.3% 18,412 $5.3M
FineMark National Bank & Trust 0.17% Add +104.1% 18,395 $5.3M
Five Pine Wealth Management 3.42% Add +4.8% 18,370 $5.3M
AE Wealth Management LLC 0.03% Add +38.8% 18,346 $5.3M
Guardian Wealth Advisors, LLC / NC 0.33% Add +2.0% 18,302 $5.3M
Ehrenkranz Partners L.P. 6.02% Add +0.1% 18,302 $5.3M
Keystone Financial Group 0.39% Add +2.8% 18,118 $5.3M
Great Lakes Retirement, Inc. 0.55% Add +20.0% 18,071 $5.2M
Advisors Capital Management, LLC 0.06% Add +17.4% 17,983 $5.2M
Pinnacle Financial Group, LLC / IL 1.51% Add +3.8% 17,971 $5.2M
PAX Financial Group, LLC 0.90% Reduce -3.4% 17,952 $5.2M
King Wealth Management Group 0.63% Reduce -3.0% 17,947 $5.2M
Smith, Moore & Co. 0.39% Add +5.2% 17,858 $5.2M
City Holding Co. 0.64% Add +15.3% 17,847 $5.2M
Regal Investment Advisors LLC 0.31% Add +20.9% 17,843 $5.2M
Mather Group, Llc. 0.05% Add +0.1% 17,742 $5.1M
Genesis Private Wealth, LLC 1.59% Add +1388.1% 17,708 $5.1M
Berkeley Capital Partners, LLC 1.19% Add +0.4% 17,393 $5.0M
Capital Insight Partners, LLC 1.06% Reduce -9.0% 17,337 $5.0M
Baron Silver Stevens Financial Advisors, LLC 0.73% Add +4.6% 17,315 $5.0M
Wealthspan Partners, LLC 1.82% Add +8.8% 17,280 $5.0M
Benchmark Financial Wealth Advisors, LLC 1.44% Reduce -1.1% 17,268 $5.0M
Family Legacy, Inc. 1.50% Add +0.9% 17,262 $5.0M
Weil Company, Inc. 1.14% Add +13.8% 17,151 $5.0M
Bernardo Wealth Planning LLC 0.95% Reduce -2.0% 17,126 $5.0M
Marathon Strategic Advisors, LLC 3.79% Reduce -0.1% 17,108 $5.0M
Veridan Wealth LLC 1.67% Add +1.7% 17,098 $5.0M
Vickerman Investment Advisors, Inc. 0.99% Add +5.1% 17,090 $5.0M
Vise Technologies, Inc. 0.10% Add +20.7% 17,075 $5.0M
SouthState Bank Corp 0.22% Add +10.7% 17,059 $5.0M
White Lighthouse Investment Management Inc. 0.69% Add +1.1% 17,051 $4.9M
WP Advisors, LLC 1.22% Reduce -4.7% 16,936 $4.9M
Petros Family Wealth, LLC 3.27% Add +2263.9% 16,902 $4.9M
Americana Partners, LLC 0.13% Add +21.4% 16,806 $4.9M
Wescott Financial Advisory Group, LLC 0.43% Reduce -21.4% 16,802 $4.9M
Advocate Group LLC 0.79% Add +1.8% 16,776 $4.9M
Verdence Capital Advisors LLC 0.29% Add +0.3% 16,751 $4.9M
Bartlett & Co. Wealth Management LLC 0.06% Reduce -4.2% 16,737 $4.9M
Rockingstone Advisors LLC 2.21% Add +15.3% 16,700 $4.8M
Boston Trust Walden Corp 0.04% Reduce -0.9% 16,569 $4.8M
Fiduciary Alliance LLC 0.31% Reduce -0.1% 16,547 $4.8M
Meridian Financial Advisors, LLC 2.61% Reduce -5.2% 16,538 $4.8M
Maia Wealth LLC 0.81% Add +17.0% 16,003 $4.8M
FinDec Wealth Services, Inc. 5.09% Reduce -3.8% 16,355 $4.7M
Alpine Bank Wealth Management 0.67% Reduce -0.2% 16,332 $4.7M
Federation des caisses Desjardins du Quebec 0.02% Add +7.9% 16,285 $4.7M
LongView Wealth Management 1.13% Add +9.3% 15,654 $4.7M
Roger Wittlin Investment Advisory, LLC 3.27% Reduce -13.9% 16,110 $4.7M
Koshinski Asset Management, Inc. 0.30% Add +8.4% 16,073 $4.7M
Hofer & Associates. Inc 2.47% Add +3.5% 16,050 $4.7M
TPG Financial Advisors, LLC 1.55% Add +0.0% 16,021 $4.6M
Mfa Wealth Advisors, LLC 0.98% Add +5.3% 15,984 $4.6M
Pitcairn Wealth Advisors LLC 0.42% — 15,959 $4.6M
Mokosak Advisory Group, LLC 1.16% Add +3.8% 15,953 $4.6M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -47.6% 15,814 $4.6M
RFG Advisory, LLC 0.09% Add +8.8% 15,808 $4.6M
Krilogy Financial LLC 0.16% Add +3.6% 15,215 $4.6M
Brighton Securities Corp. 2.25% Add +32.9% 15,701 $4.6M
Ascent Group, LLC 0.16% Add +6.9% 15,660 $4.5M
Macco Financial Group, Inc. 3.86% — 15,492 $4.5M
Wilson & Boucher Capital Management, LLC 2.95% Reduce -2.1% 15,476 $4.5M
Acorn Financial Advisory Services Inc. 0.66% Reduce -3.6% 15,454 $4.5M
D.B. Root & Company, LLC 1.09% Reduce -67.2% 15,420 $4.5M
Aptus Capital Advisors, LLC 0.04% Add +2.4% 15,388 $4.5M
Clear Creek Financial Management, LLC 0.36% Add +52.1% 15,365 $4.5M
Mittelman Wealth Management 2.89% Add +14.6% 15,322 $4.4M
Newman Dignan & Sheerar, Inc. 0.93% Reduce -2.1% 15,292 $4.4M
Valpey Financial Services, LLC 2.82% Add +1.9% 15,240 $4.4M
CAP Partners, LLC 2.50% Add +2.5% 15,220 $4.4M
Pinnacle Wealth Management Advisory Group, LLC 0.30% Add +0.9% 15,189 $4.4M
Pine Valley Investments Ltd Liability Co 0.22% Add +0.3% 15,170 $4.4M
First Horizon Corp. 0.20% Reduce -3.5% 15,170 $4.4M
Salomon & Ludwin, LLC 0.39% Add +0.4% 14,799 $4.4M
Smartleaf Asset Management LLC 0.17% Add +60.4% 14,907 $4.4M
Badgley Phelps Wealth Managers, LLC 0.08% Add +8.2% 15,017 $4.4M
Brookstone Capital Management 0.05% Add +8.6% 14,948 $4.3M
Focus Financial Network, Inc. 0.15% Add +17.3% 14,858 $4.3M
Drucker Wealth 3.0, LLC 0.76% Add +5.7% 14,822 $4.3M
Red Crane Wealth Management, LLC 3.51% Reduce -1.2% 14,785 $4.3M
Sheets Smith Wealth Management 0.47% Add +1.8% 14,761 $4.3M
Signature Estate & Investment Advisors LLC 0.09% Reduce -1.4% 14,751 $4.3M
Alesco Advisors, LLC, An ESL Co 0.11% Add +0.6% 14,739 $4.3M
MIdWestOne Financial Group, Inc. 0.47% Add +6.3% 14,734 $4.3M
Cornerstone Wealth Management, LLC 0.22% Reduce -0.7% 14,667 $4.3M
Gradient Capital Advisors, LLC 1.09% Reduce -2.4% 14,599 $4.2M
Fjell Capital, LLC 3.25% Add +1.5% 14,590 $4.2M
STAR Financial Bank 2.16% New 14,576 $4.2M
Wealthfront Advisers LLC 0.01% Reduce -2.1% 14,526 $4.2M
Fort Washington Investment Advisors Inc. 0.02% Add +10.6% 14,521 $4.2M
Tidal Investments LLC 0.02% Add +385.2% 14,474 $4.2M
Mosaic Family Wealth Partners, LLC 0.46% Add +112.6% 14,448 $4.2M
Retirement Guys Formula LLC 1.91% Add +4.2% 14,409 $4.2M
Fogel Capital Management, Inc. 1.92% Add +0.2% 14,389 $4.2M
Soltis Investment Advisors LLC 0.28% Add +11.1% 14,389 $4.2M
MY Wealth Management Inc. 3.62% Reduce -3.2% 14,311 $4.2M
Kovack Advisors, Inc. 0.20% Add +669.6% 14,291 $4.1M
IHT Wealth Management, LLC 0.10% Add +2.9% 14,224 $4.1M
Flow Traders U.S. LLC 0.14% New 14,178 $4.1M
Partners in Financial Planning 0.70% Add +0.3% 14,162 $4.1M
First Commonwealth Financial Corp 0.68% Add +7.9% 14,144 $4.1M
Greenwich Wealth Management LLC 0.18% Reduce -0.1% 14,141 $4.1M
Diversified Trust Co. 0.08% Add +12.5% 14,138 $4.1M
Creative Financial Designs Inc. 0.26% Add +11.0% 14,131 $4.1M
Apollon Wealth Management, LLC 0.07% Reduce -2.4% 14,128 $4.1M
Simplicity Wealth,LLC 0.24% Add +9.0% 14,060 $4.1M
Retirement Income Solutions, Inc. 0.69% Reduce -2.6% 14,018 $4.1M
Conservest Capital Advisors, Inc. 0.37% Reduce -2.1% 14,015 $4.1M
Armbruster Capital Management, Inc. 0.68% Reduce -0.1% 13,993 $4.1M
Innovative Wealth Building LLC 2.96% Reduce -3.3% 13,993 $4.1M
Centerline Wealth Advisors, LLC 1.47% Reduce -65.5% 13,970 $4.1M
Grandview Asset Management LLC 1.11% Reduce -7.1% 13,913 $4.0M
Marshall & Sterling Wealth Advisors Inc. 2.66% Reduce -0.6% 13,885 $4.0M
Foster Victor Wealth Advisors, LLC 0.23% Reduce -3.5% 13,390 $4.0M
Sequoia Financial Advisors, LLC 0.02% Add +12.7% 13,845 $4.0M
Anson Capital, Inc. 2.91% Reduce -2.4% 13,799 $4.0M
Allen Mooney & Barnes Investment Advisors LLC 0.60% Add +4.5% 13,707 $4.0M
KCM Investment Advisors LLC 0.13% No change 13,655 $4.0M
Empower Advisory Group, LLC 0.01% Add +35.4% 13,626 $4.0M
Flputnam Investment Management Co. 0.06% Add +45.2% 13,607 $3.9M
Fund Evaluation Group, LLC 0.13% No change 13,595 $3.9M
Evercore Wealth Management, LLC 0.06% No change 13,564 $3.9M
Ellenbecker Investment Group 0.55% Add +0.7% 13,507 $3.9M
Financial Advisory Partners, LLC 1.10% Add +1.9% 13,481 $3.9M
Capital Analysts, LLC 0.11% Add +78.1% 13,409 $3.9M
Refined Wealth Management 2.61% Add +1.0% 13,363 $3.9M
Hilltop Wealth Advisors, LLC 1.94% Reduce -0.4% 13,320 $3.9M
United Financial Planning Group LLC 2.34% New 13,300 $3.9M
Charles Schwab Trust Co 0.25% No change 13,286 $3.9M
Legacy Advisors, LLC 0.41% Reduce -1.8% 13,275 $3.9M
FreeGulliver LLC 1.71% Add +25.8% 13,158 $3.8M
Duncan Williams Asset Management, LLC 0.95% Add +7.0% 12,780 $3.8M
BCGM Wealth Management, LLC 0.97% Reduce -2.0% 13,117 $3.8M
Moisand Fitzgerald Tamayo, LLC 0.43% Reduce -2.8% 13,069 $3.8M
Eagle Strategies LLC 0.48% Add +8.3% 13,068 $3.8M
Flagship Harbor Advisors, LLC 0.18% Reduce -3.3% 13,050 $3.8M
M3 Wealth Management, LLC 3.06% — 12,932 $3.8M
Destiny Wealth Partners, LLC 0.43% Reduce -1.4% 12,462 $3.7M
Omnia Family Wealth, LLC 1.10% Reduce -1.0% 12,869 $3.7M
Atlantic Union Bankshares Corp 0.07% Add +1.6% 12,868 $3.7M
BCM Advisors, LLC 0.71% Add +11.5% 12,340 $3.7M
Stock Yards Bank & Trust Co. 0.11% Reduce -6.8% 12,597 $3.7M
Cannon Wealth Management Services, LLC 2.58% Add +1.7% 12,572 $3.6M
WESCAP Management Group, Inc. 0.74% Reduce -0.6% 12,505 $3.6M
IFP Advisors, Inc 0.08% Reduce -9.8% 12,496 $3.6M
Dala Group, LLC 3.14% — 12,483 $3.6M
Seamount Financial Group Inc. 1.64% Add +3.4% 12,450 $3.6M
West Bancorporation Inc. 1.89% Add +23.1% 12,404 $3.6M
First American Bank 0.22% Reduce -7.1% 12,352 $3.6M
Carrera Capital Advisors 0.60% Add +5.7% 12,266 $3.6M
Laurel Oak Wealth Management, LLC 0.60% — 12,258 $3.6M
Wealth Alliance, LLC 0.35% Reduce -4.9% 12,251 $3.6M
Boyd Wealth Management, LLC 1.50% Reduce -0.1% 12,167 $3.5M
GEM Asset Management, LLC 1.56% Add +6.2% 11,863 $3.5M
Covington Investment Advisors Inc. 0.48% Add +41.3% 12,055 $3.5M
Good Steward Wealth Advisors,LLC 2.31% Add +17.5% 12,044 $3.5M
Tsfg, LLC 0.52% Reduce -10.5% 12,042 $3.5M
GoalFusion Wealth Management, LLC 1.61% Add +3.5% 11,979 $3.5M
Adapt Wealth Advisors, LLC 1.20% Reduce -8.6% 11,977 $3.5M
Bar Harbor Wealth Management 0.20% Reduce -0.6% 11,951 $3.5M
Beckerman Institutional, LLC 1.94% Add +2.9% 11,912 $3.5M
Aprio Wealth Management, LLC 0.20% New 1,138 $3.4M
Evoke Wealth, LLC 0.07% Reduce -37.4% 11,879 $3.4M
WealthTrust Asset Management, LLC 2.40% New 11,859 $3.4M
SeaCrest Wealth Management, LLC 0.35% Add +16.1% 11,597 $3.4M
Ieq Capital, LLC 0.01% Reduce -8.4% 11,770 $3.4M
Optas, LLC 0.53% Reduce -38.6% 11,764 $3.4M
Financial Planning Hawaii, Inc. 1.97% — 11,753 $3.4M
Strategic Family Wealth Counselors, L.L.C. 0.76% Add +4.5% 11,517 $3.4M
Nicolet Bankshares Inc. 0.54% Add +83.2% 11,692 $3.4M
Quadrant Capital Group LLC 0.10% Add +7.0% 11,681 $3.4M
Maltin Wealth Management, Inc. 1.35% Add +4.3% 11,677 $3.4M
Bank of Marin 2.33% No change 11,595 $3.4M
My Personal CFO, LLC 1.40% Add +962.2% 11,578 $3.4M
Mayflower Financial Advisors, LLC 0.41% Reduce -2.6% 11,570 $3.4M
Baker Tilly Wealth Management, LLC 0.82% Add +26.9% 11,532 $3.3M
Fifth Third Wealth Advisors LLC 0.12% Add +19.3% 11,527 $3.3M
City State Bank 0.92% Add +3.3% 11,525 $3.3M
MCF Advisors LLC 0.18% Add +3653.4% 11,448 $3.3M
Magnus Financial Group LLC 0.25% Add +0.4% 11,424 $3.3M
Valtinson Bruner Financial Planning LLC 0.95% Reduce -0.9% 11,424 $3.3M
Objective Capital Management, LLC 3.37% Add +0.1% 11,393 $3.3M
Hexagon Capital Partners LLC 0.61% No change 11,364 $3.3M
Philadelphia Trust Co. 0.23% Reduce -30.6% 11,355 $3.3M
Mission Creek Capital Partners, Inc. 0.66% Add +52.7% 11,327 $3.3M
UMB Bank, n.a. 0.04% Add +10.7% 11,305 $3.3M
Meridian Wealth Management, LLC 0.12% Add +0.7% 11,302 $3.3M
Fusion Family Wealth, LLC 0.25% Add +3.8% 11,238 $3.3M
Stratos Investment Management, LLC 0.13% Reduce -36.2% 11,200 $3.3M
Arete Wealth Advisors, LLC 0.22% Reduce -31.5% 11,181 $3.2M
Encompass Wealth Advisors, LLC 1.10% Add +1.2% 11,111 $3.2M
High Net Worth Advisory Group LLC 0.74% Add +7.3% 11,054 $3.2M
Thoroughbred Financial Services, LLC 0.19% Add +4.8% 11,040 $3.2M
PCA Investment Advisory Services Inc. 1.12% Add +6.8% 11,040 $3.2M
Flywheel Private Wealth LLC 1.99% Reduce -0.2% 11,000 $3.2M
Perennial Investment Advisors, LLC 0.25% Add +0.6% 10,978 $3.2M
Sepio Capital, LP 0.17% Add +3.5% 10,973 $3.2M
Red Cedar Investment Management, LLC 0.34% No change 10,950 $3.2M
Capital Advisors Wealth Management, LLC 0.43% Reduce -0.8% 10,886 $3.2M
Columbia Asset Management 0.56% Add +47.8% 10,854 $3.1M
Hidden Cove Wealth Management, LLC 2.04% Reduce -4.2% 10,851 $3.1M
Russell Investments Group, Ltd. 0.00% Add +54.9% 10,813 $3.1M
NWF Advisory Services Inc. 0.35% Reduce -1.2% 10,770 $3.1M
CWS Financial Advisors, LLC 0.85% Add +2.1% 10,769 $3.1M
Snowwater Investment Partners, LLC 2.86% — 10,710 $3.1M
Beacon Bridge Wealth Partners, LLC 1.03% Reduce -11.8% 10,643 $3.1M
Revolve Wealth Partners, LLC 0.36% Reduce -1.2% 10,553 $3.1M
Conning Inc. 0.11% No change 10,535 $3.1M
Sovran Advisors, LLC 0.26% Reduce -0.3% 10,139 $3.1M
Gainplan LLC 1.15% Add +8.5% 10,510 $3.1M
Independent Financial Group, LLC 0.07% Add +6.6% 10,487 $3.0M
Welch & Forbes LLC 0.04% Add +6.7% 10,474 $3.0M
Selby Wealth Management, LLC 1.22% — 10,468 $3.0M
SOA Wealth Advisors, LLC. 0.50% Reduce -5.2% 10,445 $3.0M
Haverford Trust Co 0.03% Add +4.4% 10,417 $3.0M
Verus Capital Partners, LLC 0.20% Reduce -8.6% 10,391 $3.0M
Trust Co. of Vermont 0.13% Add +7.2% 10,386 $3.0M
Financial Freedom, LLC 1.49% Reduce -1.0% 10,330 $3.0M
Scott & Selber, Inc. 0.75% Add +0.6% 10,325 $3.0M
Balentine LLC 0.11% No change 10,309 $3.0M
Savvy Advisors, Inc. 0.10% Add +64.4% 10,307 $3.0M
Robertson Stephens Wealth Management, LLC 0.08% Add +14.0% 10,301 $3.0M
NorthRock Partners, LLC 0.05% Add +88.5% 10,296 $3.0M
Virtue Asset Management LLC 2.43% Add +0.5% 10,278 $3.0M
CreativeOne Wealth, LLC 0.07% Add +9.1% 10,265 $3.0M
Wedbush Securities Inc. 0.09% Add +8.6% 10,240 $3.0M
GC Wealth Management RIA, LLC 0.11% Reduce -35.8% 10,167 $3.0M
Eclectic Associates Inc. 0.46% Add +2.0% 10,156 $2.9M
SWP Financial LLC 1.47% Add +4.0% 10,098 $2.9M
Summit Financial Strategies, Inc. 0.24% Add +4.3% 10,081 $2.9M
Intergy Private Wealth, LLC 0.88% Add +1.1% 10,062 $2.9M
Duncker Streett & Co. Inc. 0.52% Reduce -0.6% 10,032 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.35% Add +0.8% 10,030 $2.9M
CWA Asset Management Group, LLC 0.10% Add +0.3% 9,984 $2.9M
Boston Family Office LLC 0.18% Add +2.1% 9,964 $2.9M
PFG Investments, LLC 0.14% Add +2.7% 9,892 $2.9M
Affiance Financial, LLC 0.46% Add +13.5% 9,847 $2.9M
American Money Management, LLC 0.45% Reduce -3.1% 9,831 $2.9M
Legacy PCG, LLC 1.76% Reduce -4.3% 9,818 $2.8M
Bull Oak Capital, LLC 1.16% Reduce -7.2% 9,807 $2.8M
Sincerus Advisory, LLC 2.29% Add +0.7% 9,802 $2.8M
Wilmington Savings Fund Society, FSB 0.07% Add +48.3% 9,801 $2.8M
Garden State Investment Advisory Services LLC 0.68% Reduce -0.2% 9,790 $2.8M
PKS Advisory Services, LLC 0.65% New 9,784 $2.8M
Tritonpoint Wealth, LLC 0.29% Add +5.7% 9,748 $2.8M
Retirement Planning Co of New England, Inc. 1.13% Reduce -2.7% 9,698 $2.8M
Farmers & Merchants Investments Inc. 0.08% Reduce -0.1% 9,645 $2.8M
Three Bearings Fiduciary Advisors, Inc. 2.57% — 9,282 $2.7M
Members Wealth LLC 1.72% Add +14.6% 9,165 $2.7M
NWM Advisors, LLC 2.39% — 9,458 $2.7M
Financial Planning Fort Collins, LLC 2.41% — 9,446 $2.7M
Main Street Financial Solutions, LLC 0.21% Reduce -40.2% 9,432 $2.7M
Columbus Macro, LLC 0.30% Add +0.7% 9,401 $2.7M
Shepherd Kaplan Krochuk, LLC 2.25% Add +3.6% 9,401 $2.7M
Hilltop Holdings Inc. 0.16% Add +0.0% 9,401 $2.7M
Investment Partners, LTD. 0.95% Add +0.8% 9,396 $2.7M
Missouri Trust & Investment Co 0.80% No change 9,370 $2.7M
PFW Advisors LLC 0.82% Reduce -0.8% 9,329 $2.7M
Transcendent Capital Group LLC 1.23% Reduce -0.8% 9,325 $2.7M
Laird Norton Wetherby Trust Company, LLC 0.06% New 9,309 $2.7M
Frank, Rimerman Advisors LLC 0.17% Add +2.3% 9,300 $2.7M
VestGen Investment Management 1.50% Reduce -7.3% 9,294 $2.7M
Fiduciary Trust Co 0.03% Add +0.2% 9,275 $2.7M
Pension & Wealth Management Advisors, Inc. 0.80% Reduce -1.5% 9,263 $2.7M
Abbot Financial Management, Inc. 1.11% Reduce -1.6% 9,242 $2.7M
Certified Advisory Corp 0.24% Add +1.7% 9,239 $2.7M
Allegheny Financial Group 0.40% Add +46.4% 9,230 $2.7M
Lake Street Private Wealth, LLC 0.33% New 9,222 $2.7M
West Financial Advisors, LLC 0.45% Add +1.8% 9,219 $2.7M
Washington Trust Bank 0.19% Add +3.3% 9,218 $2.7M
21 West Wealth Management LLC 2.44% Add +1.7% 9,196 $2.7M
Glass Jacobson Investment Advisors llc 0.96% Reduce -8.7% 9,164 $2.7M
Goelzer Investment Management, Inc. 0.12% Reduce -5.9% 9,147 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +10.3% 9,146 $2.7M
PFG Advisors 0.13% Reduce -36.2% 9,115 $2.6M
Fiera Capital Corp 0.01% Reduce -12.0% 9,112 $2.6M
CM Wealth Advisors LLC 0.60% No change 9,100 $2.6M
Joel Adams & Associates, Inc. 1.98% Add +4.9% 9,077 $2.6M
Financial Insights, Inc. 0.88% Reduce -4.1% 9,077 $2.6M
Downshift Financial, LLC 1.62% — 8,957 $2.6M
Graves Light Lenhart Wealth, Inc. 0.28% Add +1.0% 9,044 $2.6M
Vanguard Personalized Indexing Management, LLC 0.03% No change 9,027 $2.6M
AAF Wealth Management, LLC 1.10% Reduce -3.0% 8,963 $2.6M
Patten Group, Inc. 0.48% Add +4.5% 8,952 $2.6M
New Perspectives, Inc 0.90% Reduce -0.9% 8,943 $2.6M
Private Trust Co. NA 0.23% Add +12.0% 8,940 $2.6M
Dogwood Wealth Management LLC 1.14% No change 8,920 $2.6M
Essex Bank 0.56% Add +8.7% 8,886 $2.6M
Aureus Asset Management, LLC 0.16% Add +2.7% 8,883 $2.6M
Chatham Capital Group, Inc. 0.37% No change 8,870 $2.6M
Pennsylvania Capital Management Inc. 0.71% Add +5.9% 8,864 $2.6M
Members Trust Co 0.08% No change 8,847 $2.6M
VestGen Advisors, LLC 0.11% Reduce -43.3% 8,820 $2.6M
National Bank of Canada 0.00% Reduce -1.6% 8,775 $2.5M
Snowden Capital Advisors LLC 0.07% Reduce -29.7% 8,762 $2.5M
Knightsbridge Asset Management, LLC 0.41% Add +1.1% 8,756 $2.5M
Linscomb Wealth, Inc. 0.11% Reduce -1.9% 8,751 $2.5M
Intellectus Partners, LLC 0.49% Add +0.1% 8,734 $2.5M
Sound View Wealth Advisors Group, LLC 0.17% Reduce -3.5% 8,682 $2.5M
Lodestar Private Asset Management LLC 0.25% Add +4.2% 8,671 $2.5M
Wingate Wealth Advisors, Inc. 1.39% Add +16.0% 8,592 $2.5M
Peoples Financial Services Corp. 1.16% Reduce -7.3% 8,584 $2.5M
Topel & Distasi Wealth Management, LLC 1.21% Add +1.0% 8,510 $2.5M
Sand Hill Global Advisors, LLC 0.09% Reduce -0.1% 8,497 $2.5M
FLC Capital Advisors 0.45% Reduce -73.8% 8,487 $2.5M
VeraBank, N.A. 0.45% Reduce -3.8% 8,453 $2.5M
Fortis Group Advisors, LLC 0.41% Reduce -2.3% 8,278 $2.5M
Fingerlakes Wealth Management, Inc. 1.55% Add +0.1% 8,388 $2.4M
Pathfinder Wealth Consulting, Inc. 1.54% — 8,387 $2.4M
Monograph Wealth Advisors, LLC 0.24% No change 8,382 $2.4M
Transcend Capital Advisors, LLC 0.19% Reduce -10.6% 8,373 $2.4M
Blue Trust, Inc. 0.03% Add +2.9% 8,348 $2.4M
Bridgewater Advisors Inc. 0.16% No change 8,087 $2.4M
Segment Wealth Management, LLC 0.14% Add +29.2% 8,338 $2.4M
Index Fund Advisors, Inc. 0.11% Reduce -6.4% 8,314 $2.4M
Clarity Capital Advisors, LLC 1.20% Add +18.1% 8,304 $2.4M
Heritage Wealth Advisors 0.09% Reduce -4.1% 8,264 $2.4M
Defined Wealth Management, LLC 1.37% Reduce -1.5% 8,216 $2.4M
Highland Capital Management, LLC 0.12% No change 8,210 $2.4M
DeDora Capital, Inc. 0.56% Reduce -0.7% 8,146 $2.4M
Choate Investment Advisors 0.05% Reduce -55.2% 8,107 $2.4M
U.S. Capital Wealth Advisors, LLC 0.06% Add +8.4% 8,067 $2.3M
Vision Retirement, LLC 0.63% — 8,049 $2.3M
ERn Financial, LLC 0.44% Reduce -1.7% 8,042 $2.3M
Portland Financial Advisors Inc 4.96% Add +1.0% 8,038 $2.3M
Affinity Capital Advisors, LLC 0.32% Add +11.5% 7,999 $2.3M
REDW Wealth LLC 0.88% Reduce -6.2% 7,994 $2.3M
Sherry Group, Inc. 2.43% — 7,912 $2.3M
Wealth Dimensions Group, Ltd. 0.46% Reduce -0.6% 7,962 $2.3M
Fell Capital Management 2.25% — 7,944 $2.3M
Midwestern Financial, LLC 1.90% Add +18.9% 7,895 $2.3M
Beaumont Financial Advisors, LLC 0.15% Add +14.6% 7,894 $2.3M
Cornerstone Financial Group, LLC 1.59% Add +303.4% 7,874 $2.3M
N.E.W. Advisory Services LLC 0.17% Reduce -2.4% 7,854 $2.3M
Inspirion Wealth Advisors, LLC 0.28% Add +46.5% 7,780 $2.3M
Stablepoint Partners, LLC 0.35% Reduce -0.1% 7,773 $2.3M
Ironwood Financial, llc 0.38% Add +7.0% 7,469 $2.2M
Howland Capital Management LLC 0.08% No change 7,657 $2.2M
South Plains Financial, Inc. 1.32% No change 7,632 $2.2M
Royal Fund Management, LLC 0.20% Add +24.3% 7,571 $2.2M
Moneywise, Inc. 0.92% Reduce -15.1% 7,583 $2.2M
Plimoth Trust Co. LLC 0.49% Add +0.5% 7,565 $2.2M
AlTi Global, Inc. 0.05% Reduce -6.3% 7,541 $2.2M
Mayport, LLC 0.44% Add +36.0% 7,517 $2.2M
JFS Wealth Advisors, LLC 0.12% Add +0.5% 7,436 $2.2M
Bragg Financial Advisors, Inc 0.07% Reduce -0.1% 7,404 $2.1M
Argonautica Private Wealth Management, Inc. 0.63% Reduce -3.9% 7,343 $2.1M
Afg Fiduciary Services Limited Partnership 1.27% Reduce -10.1% 7,273 $2.1M
Wood Tarver Financial Group, LLC 0.60% Reduce -4.0% 7,312 $2.1M
Dynamic Wealth Strategies, LLC 1.26% Add +57.8% 7,306 $2.1M
St. Louis Trust Co 0.24% No change 7,275 $2.1M
Wisconsin Wealth Advisors, LLC 2.07% Add +0.6% 7,271 $2.1M
Leelyn Smith, LLC 0.30% Add +0.4% 7,269 $2.1M
Moneco Advisors, LLC 0.17% Reduce -3.6% 7,254 $2.1M
Gibson Capital, LLC 0.38% Reduce -0.9% 7,213 $2.1M
New Covenant Trust Company, N.A. 1.89% Reduce -0.6% 7,148 $2.1M
Petix & Botte Co 0.47% Reduce -0.2% 7,190 $2.1M
Stonebridge Financial Planning Group, LLC 0.75% Add +3.6% 7,180 $2.1M
Debussy Capital Management LP 0.28% Reduce -3.1% 7,175 $2.1M
Reliant Investment Partners, LLC 1.63% Add +2.6% 7,140 $2.1M
Planning Directions Inc. 1.04% Reduce -11.4% 7,137 $2.1M
Great Lakes Advisors, LLC 0.02% Reduce -1.0% 7,122 $2.1M
Anchor Investment Management, LLC 0.17% Reduce -0.1% 7,121 $2.1M
GWN Securities Inc. 0.42% Add +23.3% 7,079 $2.1M
Plancorp, LLC 0.06% Add +0.0% 7,079 $2.1M
Courier Capital LLC 0.12% Add +2.6% 7,057 $2.0M
Bravias Capital Group, LLC 1.23% Add +10.4% 7,027 $2.0M
Rockland Trust Co. 0.08% Add +1.5% 7,025 $2.0M
IFG Advisors, LLC 0.34% Add +3.2% 6,998 $2.0M
Wetzel Investment Advisors, Inc. 0.82% Reduce -1.0% 6,973 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Add +24.0% 6,947 $2.0M
Ofc Financial Planning, LLC 1.91% Add +6.9% 6,940 $2.0M
Romano Brothers and Company 0.23% Add +7.0% 6,905 $2.0M
Pandora Wealth, Inc. 1.22% Reduce -5.2% 6,901 $2.0M
Stone Summit Wealth LLC 0.54% Add +19.7% 6,891 $2.0M
RMG Wealth Management LLC 0.26% Reduce -3.5% 6,663 $2.0M
Hilltop National Bank 0.48% Add +8.9% 6,868 $2.0M
HighPoint Advisor Group LLC 0.04% New 6,866 $2.0M
Allspring Global Investments Holdings, LLC 0.00% Add +17.6% 6,696 $2.0M
Intrua Financial, LLC 0.22% Reduce -2.7% 6,781 $2.0M
Montis Financial, LLC 0.39% Reduce -5.6% 6,757 $2.0M
Atlas Capital Advisors Inc. 0.22% — 6,756 $2.0M
Curio Wealth, LLC 0.69% Reduce -2.6% 6,661 $2.0M
Sentinel Pension Advisors, LLC 0.30% Add +1.3% 6,731 $2.0M
Laraway Financial Advisors Inc 1.27% Add +4.2% 6,723 $2.0M
Wells Financial Advisors INC 3.70% Reduce -22.0% 6,715 $1.9M
Keating Financial Advisory Services, Inc. 0.26% — 6,684 $1.9M
Capital Advisory Group Advisory Services, LLC 0.57% Add +0.1% 6,674 $1.9M
Next Level Private LLC 0.51% Reduce -2.1% 6,666 $1.9M
Vilga Financial Planning LLC 1.85% — 6,647 $1.9M
New Wave Wealth Advisors LLC 0.70% New 6,628 $1.9M
Oxford Financial Group, LTD. LLC 0.11% Reduce -11.4% 6,628 $1.9M
Watershed Private Wealth LLC 0.57% Reduce -3.9% 6,578 $1.9M
Yarger Wealth Strategies, LLC 0.82% Add +1.0% 6,566 $1.9M
John A. Wolfe & Associates, Inc. 1.03% — 6,560 $1.9M
Ami Investment Management Inc. 0.43% Add +3.7% 6,549 $1.9M
Harbor Group, Inc. 0.28% Add +0.5% 6,542 $1.9M
Peak Asset Management, LLC 0.32% Reduce -1.8% 6,540 $1.9M
Checchi Capital Advisers, LLC 0.13% Add +8.2% 6,534 $1.9M
Cassaday & Co Wealth Management LLC 0.04% Add +101.7% 6,528 $1.9M
Lincoln Capital Corp. 0.67% Reduce -1.0% 6,510 $1.9M
Lanark Financial, Inc. 0.14% Add +2.6% 6,506 $1.9M
Garrison Point Advisors, LLC 0.84% Add +3.2% 6,503 $1.9M
Fortis Capital Management LLC 0.25% Add +3.9% 6,497 $1.9M
Medallion Wealth Advisors, LLC 0.63% Reduce -0.2% 6,455 $1.9M
GAMCO Investors 0.02% Add +209.6% 6,424 $1.9M
Cornerstone Financial Management LLC 1.75% — 6,404 $1.9M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -3.7% 6,392 $1.9M
First County Bank 0.98% Reduce -1.3% 6,371 $1.8M
Evergreen Capital Management LLC 0.04% Add +0.6% 6,365 $1.8M
Opulen Financial Group LLC 1.34% Add +4.7% 6,353 $1.8M
Sax Wealth Advisors, LLC 0.09% Reduce -1.3% 6,317 $1.8M
MidAtlantic Capital Management, Inc. 1.17% Reduce -0.8% 6,314 $1.8M
Stevens Capital Partners 0.48% Add +3.4% 6,299 $1.8M
Atlanta Consulting Group Advisors, LLC 0.41% Reduce -7.0% 6,284 $1.8M
Secure Asset Management, LLC 0.29% Reduce -6.0% 6,275 $1.8M
waypoint wealth counsel 0.66% Reduce -0.5% 6,240 $1.8M
Clear Harbor Asset Management, LLC 0.12% Reduce -0.2% 6,225 $1.8M
Brown Miller Wealth Management, LLC 0.50% Reduce -1.6% 6,221 $1.8M
Foundations Investment Advisors, LLC 0.02% Add +35.1% 6,218 $1.8M
Rockwood Wealth Management, LLC 0.13% Add +0.8% 6,186 $1.8M
Strata Wealth Advisors, LLC 0.50% Reduce -2.0% 6,151 $1.8M
Williams Jones Wealth Management, LLC. 0.02% No change 6,148 $1.8M
Security Financial Services, INC. 0.28% Reduce -6.7% 6,095 $1.8M
Adirondack Trust Co. 0.58% No change 6,038 $1.8M
LOM Asset Management Ltd 0.51% Reduce -26.8% 6,027 $1.7M
BOS Asset Management, LLC 0.47% No change 6,022 $1.7M
Modern Wealth Management, LLC 0.03% Reduce -49.1% 5,992 $1.7M
Arsenal Capital Advisors LLC 1.23% — 5,985 $1.7M
Spire Wealth Management 0.06% Add +2.6% 5,984 $1.7M
Viawealth, LLC 0.98% Reduce -4.2% 5,982 $1.7M
Harbor Investment Advisory, LLC 0.13% Add +3.6% 5,957 $1.7M
Bangor Savings Bank 0.14% Reduce -1.9% 5,949 $1.7M
Vident Advisory, LLC 0.02% Add +0.4% 5,941 $1.7M
Ritholtz Wealth Management 0.03% Add +1.3% 5,926 $1.7M
Flagstar Securities, Inc. 0.57% Reduce -4.7% 5,915 $1.7M
Silver Oak Securities, Incorporated 0.12% Add +4.0% 5,846 $1.7M
SoundView Advisors Inc. 0.60% New 5,894 $1.7M
Aspiriant, LLC 0.05% Add +72.6% 5,885 $1.7M
CFS Investment Advisory Services, LLC 0.12% Add +4.3% 5,867 $1.7M
Pallas Capital Advisors LLC 0.06% Add +75.1% 5,844 $1.7M
Crux Wealth Advisors 0.63% Reduce -7.2% 5,844 $1.7M
Biltmore Family Office, LLC 0.23% Add +10.7% 5,841 $1.7M
Florida Trust Wealth Management Co 0.05% Reduce -12.6% 5,840 $1.7M
Victory Financial Group, LLC 0.21% Add +2.1% 5,811 $1.7M
RMR Capital Management, LLC 1.21% Reduce -7.9% 5,783 $1.7M
Brio Consultants, LLC 0.22% Add +6.0% 5,768 $1.7M
Bowman & Co S.C. 0.71% Add +3.9% 5,757 $1.7M
Balanced Rock Investment Advisors LLC 1.19% Add +8.7% 5,757 $1.7M
Mitchell Sinkler & Starr 0.75% Reduce -7.5% 5,717 $1.7M
Interactive Financial Advisors, Inc. 1.07% Reduce -19.8% 5,697 $1.7M
Cyndeo Wealth Partners, LLC 0.09% Add +2.7% 5,690 $1.7M
Mascagni Wealth Management, Inc. 1.23% Reduce -0.3% 5,687 $1.7M
Neuberger Berman Group LLC 0.00% Reduce -61.8% 5,687 $1.7M
Sound Income Strategies, LLC 0.08% Add +48.1% 5,444 $1.6M
Western Wealth Management, LLC 0.08% Add +29.3% 5,620 $1.6M
BCS Private Wealth Management, Inc. 0.56% No change 5,617 $1.6M
Landmark Wealth Management, LLC 0.62% Add +0.6% 5,597 $1.6M
SageView Advisory Group, LLC 0.05% Reduce -13.4% 5,596 $1.6M
First National Trust Co 0.05% Reduce -0.6% 5,587 $1.6M
Twin Peaks Wealth Advisors, LLC 0.47% Add +5.5% 5,359 $1.6M
Grange Capital, LLC 1.55% Add +0.0% 5,576 $1.6M
Winthrop Advisory Group LLC 0.14% Add +15.4% 5,572 $1.6M
Riverbend Wealth Management, LLC 1.02% Add +3.7% 5,565 $1.6M
Marks Group Wealth Management, Inc 0.15% Add +0.9% 5,540 $1.6M
Chandler Asset Management, Inc. 0.25% No change 5,533 $1.6M
Cypress Capital Group 0.18% Add +13.1% 5,507 $1.6M
Vista Investment Management 0.53% Reduce -0.9% 5,503 $1.6M
Mission Wealth Management, LP 0.03% Add +46.5% 5,503 $1.6M
Richmond Investment Services, LLC 0.27% Reduce -50.4% 5,470 $1.6M
Addison Advisors LLC 0.36% Reduce -0.6% 5,463 $1.6M
Rehmann Capital Advisory Group 0.08% Reduce -1.9% 5,461 $1.6M
Truepoint, Inc. 0.04% Add +2.4% 5,457 $1.6M
Appleton Partners Inc. 0.10% Reduce -11.7% 5,441 $1.6M
Keystone Global Partners, LLC 0.69% Reduce -9.4% 5,431 $1.6M
Peak Retirement Planning, Inc. 0.37% Add +61.2% 5,413 $1.6M
National Wealth Management Group, LLC 0.54% Reduce -2.7% 5,396 $1.6M
LCW Services, LLC 0.83% — 5,385 $1.6M
Synergy Financial Group, LTD 1.10% Reduce -2.5% 5,381 $1.6M
BankPlus Wealth Management LLC 0.86% Add +11.3% 5,367 $1.6M
Coordinated Financial Services, Inc. 0.91% Add +8.9% 5,366 $1.6M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -6.5% 5,359 $1.6M
Yoffe Investment Management, LLC 1.98% No change 5,345 $1.6M
Aspen Investment Management Inc 0.47% Reduce -8.2% 5,328 $1.5M
Range Advisory, LLC 0.40% — 5,315 $1.5M
Everhart Financial Group, Inc. 0.14% Reduce -0.5% 5,307 $1.5M
GAMMA Investing LLC 0.08% Add +4.1% 5,299 $1.5M
Essex LLC 0.27% Add +0.1% 5,294 $1.5M
FF Advisors,LLC 0.68% Add +15.5% 5,288 $1.5M
Interchange Capital Partners, LLC 0.28% Reduce -2.1% 5,270 $1.5M
First Citizens Bank & Trust Co. 0.03% Add +49.4% 5,263 $1.5M
PGIM Custom Harvest LLC 0.02% Reduce -15.5% 5,255 $1.5M
Calder Financial LLC 1.49% — 5,217 $1.5M
B&D White Capital Company, LLC 0.17% Reduce -9.3% 5,197 $1.5M
Pursuit Wealth Strategies, LLC 2.12% — 5,195 $1.5M
Cantor Fitzgerald Investment Advisors L.P. 0.11% Add +0.6% 5,192 $1.5M
Redwood Family Wealth LLC 1.48% — 5,165 $1.5M
Compass Planning Associates Inc 1.04% Add +137.5% 5,161 $1.5M
First Trust Advisors LP 0.00% Reduce -1.1% 5,158 $1.5M
Mustard Seed Financial, LLC 0.94% Reduce -9.0% 5,138 $1.5M
Mill Creek Capital Advisors, LLC 0.03% Add +0.4% 5,098 $1.5M
Camelot Portfolios, LLC 0.92% Reduce -19.3% 5,098 $1.5M
Vines Capital Management, LLC 1.44% — 5,096 $1.5M
Fairview Capital Investment Management, LLC 0.08% Add +0.7% 5,083 $1.5M
Renaissance Technologies 0.00% Reduce -62.4% 5,080 $1.5M
Platform Technology Partners 0.31% Add +9.6% 5,064 $1.5M
Matrix Asset Advisors Inc. 0.13% Add +28.5% 5,062 $1.5M
Taylor & Morgan Wealth Management, LLC 0.82% No change 5,021 $1.5M
TrueWealth Advisors, LLC 0.38% Reduce -0.5% 5,014 $1.5M
Cambridge Associates LLC /Ma/ 0.02% No change 4,992 $1.4M
Droms Strauss Advisors Inc. /Mo/ 0.38% Reduce -0.2% 4,975 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.26% No change 4,973 $1.4M
Advisory Research Inc. 0.18% No change 4,966 $1.4M
Heritage Wealth Management, Inc. 0.40% Reduce -4.0% 4,957 $1.4M
Twin Focus Capital Partners, LLC 0.17% Reduce -0.2% 4,953 $1.4M
Beacon Financial Group 0.14% Reduce -2.1% 4,950 $1.4M
Portland Global Advisors LLC 0.15% Reduce -0.1% 4,943 $1.4M
Optima Capital LLC 0.62% Reduce -41.1% 4,928 $1.4M
Qube Research & Technologies Ltd 0.00% Add +50.0% 4,926 $1.4M
Old National Bancorp 0.02% Reduce -18.9% 4,898 $1.4M
Gilbert & Cook, Inc. 0.18% Reduce -0.8% 4,889 $1.4M
Luminist Capital LLC 1.75% Add +3.4% 4,871 $1.4M
Voisard Asset Management Group, Inc. 0.30% Reduce -2.0% 4,867 $1.4M
OLIO Financial Planning 0.40% Add +1.1% 4,866 $1.4M
Allegiance Financial Group Advisory Services LLC 0.30% Reduce -15.4% 4,854 $1.4M
Crewe Advisors LLC 0.12% Reduce -11.0% 4,838 $1.4M
Legacy Trust 0.26% No change 4,823 $1.4M
Jacobi Capital Management LLC 0.08% Add +1.5% 4,803 $1.4M
Novem Group 0.16% Add +5.6% 4,800 $1.4M
EagleClaw Capital Managment, LLC 0.20% No change 4,765 $1.4M
Clayton Financial Group LLC 0.70% Add +20.0% 4,747 $1.4M
First American Trust, FSB 0.09% Add +252.2% 4,748 $1.4M
Alpha Cubed Investments, LLC 0.05% Add +2.3% 4,727 $1.4M
IFG Advisory, LLC 0.06% Add +14.1% 4,722 $1.4M
Ehrlich Financial Group 0.78% Add +224.0% 4,714 $1.4M
HM Payson & Co. 0.02% Reduce -1.6% 4,696 $1.4M
Dana Investment Advisors, Inc. 0.04% Reduce -8.4% 4,683 $1.4M
Granville Capital, Inc. 0.72% — 4,682 $1.4M
Mosaic Financial Group, LLC 0.93% Add +0.1% 4,674 $1.4M
Graetz Wealth LLC 1.23% — 4,664 $1.4M
Forefront Wealth Partners, LLC 0.64% Reduce -1.9% 4,662 $1.4M
Etesian Wealth Advisors, Inc. 0.42% Reduce -0.1% 4,647 $1.3M
Impact Capital Partners LLC 0.40% Add +63.8% 4,644 $1.3M
Glen Eagle Advisors, LLC 0.18% Add +37.4% 4,644 $1.3M
Proffitt & Goodson Inc. 0.19% Reduce -3.2% 4,633 $1.3M
Evelyn Partners Investment Management Services Ltd 0.17% Add +48.8% 4,606 $1.3M
Fisher Asset Management 0.00% Add +155.7% 4,593 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +147.7% 4,593 $1.3M
Geneos Wealth Management Inc. 0.03% Add +5.0% 4,569 $1.3M
Capstone Wealth Management Group, LLC 0.55% Add +0.5% 4,560 $1.3M
Madrid Wealth Management, LLC 1.07% — 4,553 $1.3M
NBT Bank, N.A. 0.09% Reduce -0.1% 3,521 $1.3M
Golden State Wealth Management, LLC 0.14% Add +1.6% 4,542 $1.3M
Fiduciary Family Office, LLC 0.38% No change 4,528 $1.3M
LJI Wealth Management, LLC 0.20% Reduce -2.7% 4,525 $1.3M
John W. Brooker & Co., CPAs 2.34% Add +50.2% 4,511 $1.3M
Strategies Wealth Advisors, LLC 0.13% Add +8.7% 4,510 $1.3M
New England Private Wealth Advisors LLC 0.16% Add +2.7% 4,502 $1.3M
Planning Project LLC 0.33% — 4,485 $1.3M
Ironwood Investment Counsel, LLC 0.18% Reduce -23.4% 4,480 $1.3M
Fermata Advisors, LLC 0.31% Add +0.9% 4,475 $1.3M
Financial Management, Inc. 1.23% — 4,458 $1.3M
Tactive Advisors, LLC 0.38% Reduce -16.1% 4,454 $1.3M
Southland Equity Partners LLC 0.25% Reduce -2.5% 4,415 $1.3M
DMKC Advisory Services, LLC 0.56% Add +11.9% 4,408 $1.3M
3Chopt Investment Partners, LLC 0.28% No change 4,368 $1.3M
Payne Capital LLC 1.29% No change 4,361 $1.3M
Kelleher Financial Advisors 0.29% Add +2.9% 4,360 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -80.2% 4,360 $1.3M
Traction Financial Partners, LLC 0.75% Add +4.4% 4,353 $1.3M
ARK & TLK Investments, LLC 0.35% No change 4,352 $1.3M
Modus Advisors, LLC 0.33% Reduce -37.0% 4,340 $1.3M
GW&K Investment Management, LLC 0.01% No change 4,337 $1.3M
Clarius Group, LLC 0.07% No change 4,334 $1.3M
Oldfather Financial Services, LLC 0.37% Reduce -4.2% 4,315 $1.3M
Hurlow Wealth Management Group, Inc. 0.31% Reduce -30.5% 4,311 $1.3M
Mogy Joel R Investment Counsel Inc. 0.07% No change 4,305 $1.2M
Caitlin John, LLC 0.82% Add +0.7% 4,297 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -3.0% 4,297 $1.2M
Farmers National Bank 0.28% Reduce -0.6% 4,286 $1.2M
High Note Wealth, LLC 0.24% Reduce -0.7% 4,280 $1.2M
Darden Wealth Group Inc 0.60% No change 4,271 $1.2M
Chapin Davis, Inc. 0.29% Add +0.0% 4,266 $1.2M
Montecito Bank & Trust 0.20% Reduce -2.8% 4,255 $1.2M
Omega Financial Group, LLC 0.41% Reduce -0.4% 4,246 $1.2M
Sachem Hill LLC 0.24% No change 4,243 $1.2M
Atlas Legacy Advisors, LLC 0.22% Add +7.8% 4,238 $1.2M
Fairway Wealth LLC 0.33% Add +0.5% 4,229 $1.2M
Pachira Investments Inc. 0.60% Add +49.6% 4,216 $1.2M
KPP Advisory Services LLC 0.18% Reduce -0.2% 4,214 $1.2M
Coastline Trust Co 0.11% Reduce -6.8% 4,210 $1.2M
Financial Planning Navigators CORP 0.56% — 4,197 $1.2M
Summit Investment Advisory Services, LLC 0.46% Add +1.8% 4,192 $1.2M
Birch Hill Investment Advisors LLC 0.05% Reduce -0.1% 4,181 $1.2M
TFC Financial Management, Inc. 0.15% Add +0.6% 4,164 $1.2M
Kellett Wealth Advisors, LLC 0.69% Add +0.1% 4,146 $1.2M
Asset Dedication, LLC 0.08% Reduce -1.5% 4,136 $1.2M
CJM Wealth Advisers, Ltd. 0.36% No change 4,130 $1.2M
Delta Financial Advisors LLC 0.31% Add +0.9% 4,124 $1.2M
Brindle & Bay Financial Advisors, LLC 0.79% — 4,114 $1.2M
B & T Capital Management DBA Alpha Capital Management 0.17% Reduce -21.4% 4,109 $1.2M
Revisor Wealth Management LLC 0.32% Add +55.5% 4,007 $1.2M
Fulton Bank, N.A. 0.04% Add +4.7% 4,081 $1.2M
Tme Financial, Inc. 0.83% Add +19.2% 4,080 $1.2M
Waystone Advisors LLC 1.01% — 4,071 $1.2M
Liberty Square Wealth Partners LLC 0.34% Reduce -0.2% 4,069 $1.2M
TABR Capital Management, LLC 0.78% Add +11.5% 4,047 $1.2M
Tenzing Financial LLC 0.95% — 4,028 $1.2M
Aire Advisors, LLC 0.21% Reduce -0.5% 4,027 $1.2M
Capital Squared Financial LLC 0.91% Add +18.3% 4,007 $1.2M
Trajan Wealth LLC 0.05% Reduce -5.9% 3,992 $1.2M
Donor Advised Charitable Giving, Inc. 0.03% No change 3,987 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -8.7% 3,987 $1.2M
Envision Financial Planning, LLC 0.44% Add +0.0% 3,984 $1.2M
Certuity, LLC 0.07% Add +0.1% 3,982 $1.2M
Cibc World Market Inc. 0.00% Reduce -2.6% 3,978 $1.2M
Wealth Architects, LLC 0.10% No change 3,977 $1.2M
Stephen J. Garry & Associates, LLC 0.91% No change 3,975 $1.2M
Powers Advisory Group, LLC 0.43% Add +9.9% 3,965 $1.2M
FDx Advisors, Inc. 0.59% Reduce -1.7% 3,961 $1.1M
Hiley Hunt Wealth Management 0.51% Add +0.7% 3,962 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -3.2% 3,960 $1.1M
Simon Quick Advisors, LLC 0.05% Reduce -5.8% 3,959 $1.1M
Blue Bell Private Wealth Management, LLC 0.17% Add +0.0% 3,954 $1.1M
Root Financial Partners, LLC 0.06% Reduce -0.9% 3,951 $1.1M
TFB Advisors LLC 0.32% Reduce -0.6% 3,928 $1.1M
Community Trust & Investment Co. 0.06% Add +0.7% 3,926 $1.1M
Lutz Financial Services LLC 0.08% Reduce -2.2% 3,924 $1.1M
Plante Moran Financial Advisors, LLC 0.07% Reduce -7.7% 3,914 $1.1M
Riverview Trust Co 1.37% Add +8.7% 3,906 $1.1M
Stillwater Capital Advisors, LLC 0.12% Reduce -13.0% 3,888 $1.1M
Evernest Financial Advisors, LLC 0.24% Reduce -0.3% 3,734 $1.1M
Churchill Financial Advisors, LLC 0.34% — 3,878 $1.1M
Bluestem Financial Advisors, LLC 0.43% Add +1.5% 3,877 $1.1M
Elevatus Welath Management 0.31% Add +27.9% 3,875 $1.1M
Lee, Kelleher & Klein Wealth Management 0.67% No change 3,852 $1.1M
Fortitude Advisory Group L.L.C. 0.47% Reduce -2.8% 3,845 $1.1M
SteelPeak Wealth, LLC 0.04% Reduce -3.5% 3,835 $1.1M
Wernau Asset Management Inc. 1.10% Add +2.8% 3,822 $1.1M
Longview Financial Advisors, Inc. 0.75% Add +0.0% 3,812 $1.1M
OMNI 360 Wealth, Inc. 0.57% Reduce -0.6% 3,681 $1.1M
Lexington Hill Partners, LLC 0.83% — 3,803 $1.1M
Kennebec Savings Bank 0.95% Reduce -1.1% 3,789 $1.1M
Elm3 Financial Group, LLC 0.91% Add +135.5% 3,787 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Add +1.0% 3,782 $1.1M
Triangle Securities Wealth Management 0.23% Reduce -2.5% 3,780 $1.1M
Midwest Financial Partners Investments, Inc. 0.61% — 3,779 $1.1M
Moss Adams Wealth Advisors LLC 0.08% Reduce -0.4% 3,775 $1.1M
Mitchell Capital Management Co. 0.20% No change 3,768 $1.1M
Hobbs Group Advisors, LLC 0.33% Add +3.3% 3,766 $1.1M
Kuhn & Co Investment Counsel 0.73% New 3,754 $1.1M
Evanson Asset Management, LLC 0.06% Add +0.1% 3,747 $1.1M
BridgePort Financial Solutions, LLC 0.29% Add +3.7% 3,729 $1.1M
CFC Planning Co LLC 0.83% Add +76.6% 3,712 $1.1M
Seek First Inc. 0.74% Add +0.5% 3,703 $1.1M
Paragon Private Wealth Management, LLC 0.33% Add +1.3% 3,703 $1.1M
International Assets Investment Management, LLC 0.07% Add +6.6% 3,702 $1.1M
QRG Capital Management, Inc. 0.01% Add +34.7% 3,701 $1.1M
First Heartland Consultants, Inc. 0.08% Add +339.9% 3,700 $1.1M
Yukon Wealth Management, Inc. 0.62% Reduce -28.3% 3,601 $1.1M
Cornerstone Wealth Group, LLC 0.07% Reduce -11.0% 3,693 $1.1M
Koss-Olinger Consulting, LLC 0.08% Reduce -9.5% 3,689 $1.1M
Ardent Capital Management, Inc. 0.42% No change 3,680 $1.1M
Bannerstone Capital Management, LLC 1.02% — 3,669 $1.1M
Blossom Wealth Management 1.74% Add +3.4% 3,641 $1.1M
German American Bancorp, Inc. 0.09% Reduce -6.6% 3,633 $1.1M
Covenant Asset Management, LLC 0.20% Add +2.3% 3,625 $1.1M
Keebeck Wealth Management 0.12% New 3,625 $1.1M
Melone Private Wealth, LLC 0.45% Add +3.8% 3,621 $1.1M
Cambridge Financial Group, LLC 0.36% Add +120.9% 3,865 $1.0M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -4.2% 3,610 $1.0M
Level Wealth Management LLC 0.54% New 3,608 $1.0M
Murphy & Mullick Capital Management Corp 0.75% Reduce -2.8% 3,604 $1.0M
First Community Trust NA 0.78% Add +145.9% 3,598 $1.0M
Waldron Private Wealth LLC 0.04% Add +1.8% 3,597 $1.0M
Nvest Financial, LLC 0.43% Add +133.8% 3,591 $1.0M
Sherman Asset Management, Inc. 0.88% Reduce -0.1% 4,510 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.20% Add +94.7% 3,577 $1.0M
MPWM Advisory Solutions, LLC 0.58% No change 3,568 $1.0M
Kwmg, LLC 0.09% Add +11.2% 3,565 $1.0M
WealthBridge Capital Management, LLC 0.24% Add +0.4% 3,558 $1.0M
Blom & Howell Financial Planning, Inc. 1.02% — 3,553 $1.0M
MilWealth Group LLC 0.25% Reduce -0.5% 3,552 $1.0M
Matrix Private Capital Group LLC 0.52% Add +1.4% 3,523 $1.0M
Trueblood Wealth Management, LLC 0.40% Add +6.2% 3,522 $1.0M
Beaird Harris Wealth Management, LLC 0.07% Add +0.7% 3,518 $1.0M
Greenhouse Wealth Management, LLC 0.60% Add +0.9% 3,514 $1.0M
Keystone Wealth Services, LLC 0.21% Reduce -4.2% 3,509 $1.0M
Plan Group Financial, LLC 0.26% Add +1.2% 3,508 $1.0M
Hancock Whitney Corp. 0.02% No change 3,507 $1.0M
Chemistry Wealth Management LLC 0.19% Reduce -1.4% 3,500 $1.0M
Apex Wealth Management, LLC 1.03% Add +4.4% 3,364 $1.0M
Investment Advisory Group, LLC 0.26% Add +15.7% 3,481 $1.0M
Sei Investments Co. 0.00% New 3,477 $1.0M
Great Diamond Partners, LLC 0.19% Add +14.2% 3,476 $1.0M
Randolph Co Inc 0.10% No change 3,468 $1.0M
Wilkins Miller Wealth Management, LLC 0.60% Add +27.2% 3,458 $1.0M
Becker Capital Management Inc. 0.03% Add +113.1% 3,456 $1.0M
CDKV Holdings LLC 0.83% — 3,438 $998K
Pinnacle Bancorp, Inc. 0.29% Add +1.5% 3,409 $989K
Madden Advisory Services, Inc. 0.40% Reduce -2.8% 3,409 $989K
Tranquility Partners, LLC 0.36% Add +3.8% 3,404 $988K
Lazard Asset Management LLC 0.00% No change 3,400 $987K
Silvia McColl Wealth Management, LLC 0.66% Add +2.3% 3,399 $986K
LifePlan Financial, LLC 0.75% Reduce -2.6% 3,390 $984K
SC&H Financial Advisors, Inc. 0.15% Add +4.3% 3,388 $983K
Farnam Financial LLC 0.74% Reduce -6.1% 3,386 $983K
Daviman Financial, LLC 0.57% — 3,359 $975K
Summit Wealth Partners, LLC 0.18% Reduce -7.4% 3,358 $975K
Keel Point, LLC 0.06% Add +9.7% 3,358 $975K
Plan A Wealth LLC 0.48% Reduce -10.4% 3,348 $972K
Autumn Glory Partners, LLC 0.34% New 3,327 $966K
Marotta Asset Management 0.18% Reduce -6.5% 3,327 $966K
Goldstein Advisors, LLC 0.11% Add +16.6% 3,324 $965K
Eagle Wealth Strategies LLC 0.45% Reduce -0.8% 3,319 $963K
StrongBox Wealth, LLC 0.32% Reduce -3.6% 3,310 $961K
Kelman-Lazarov, Inc. 0.14% Add +0.1% 3,301 $958K
NTV Asset Management LLC 0.10% Add +0.0% 3,300 $958K
Midland Wealth Advisors, LLC 0.05% Reduce -7.4% 3,282 $953K
Miller Capital Partners, Inc. 0.48% — 3,273 $950K
Muirfield Wealth Advisors LLC 0.70% Add +1.9% 3,273 $950K
O'ROURKE & COMPANY, Inc 0.37% Add +0.7% 3,268 $948K
Mascoma Wealth Management LLC 0.20% Reduce -1.4% 3,261 $947K
Guyasuta Investment Advisors Inc. 0.05% Add +0.5% 3,256 $945K
Strategic Equity Management 0.32% No change 3,253 $944K
Antonelli Financial Advisors, LLC 0.62% Reduce -3.0% 3,252 $944K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.89% — 3,252 $944K
Collective Family Office LLC 0.22% Add +3.9% 3,251 $944K
Breakwater Capital Group 0.13% Add +2.6% 3,248 $943K
Financial Symmetry Inc 0.38% New 3,247 $942K
Oak Barrel Wealth Advisory LLC 0.56% — 3,239 $940K
Guardian Financial Partners, LLC 0.40% Add +0.8% 3,238 $940K
Donaldson Capital Management, LLC 0.03% Reduce -0.4% 3,235 $939K
Lifeworks Advisors, LLC 0.12% Add +36.4% 3,223 $936K
Kohmann Bosshard Financial Services, LLC 0.08% No change 3,211 $932K
Prosperity Bancshares Inc 0.84% — 3,205 $930K
Oxbow Advisors, LLC 0.08% No change 3,205 $930K
Carmel Capital Partners, LLC 0.33% Reduce -1.7% 3,200 $929K
Sonata Capital Group Inc. 0.33% No change 3,157 $916K
Sachetta, LLC 0.50% Reduce -54.4% 3,133 $909K
Trust Co. of Toledo NA 0.09% Add +15.1% 3,132 $909K
Shade Tree Advisors LLC 0.69% New 3,125 $907K
KMG Fiduciary Partners, LLC 0.06% Reduce -92.8% 3,124 $907K
Madison Asset Management, LLC 0.01% Add +320.2% 3,118 $905K
RPS Advisory Solutions LLC 0.42% Reduce -1.6% 3,101 $900K
Ballast Rock Private Wealth LLC 0.56% — 3,099 $899K
Garde Capital, Inc. 0.05% Reduce -3.3% 3,097 $899K
Athena Investment Management 0.46% Add +5.2% 3,088 $896K
Comprehensive Financial Planning, Inc. 0.59% Add +0.7% 3,083 $895K
Gryphon Financial Partners LLC 0.10% Add +13.8% 3,071 $891K
Strategic Blueprint, LLC 0.05% Add +9.3% 3,063 $889K
Sovereign Financial Group, Inc. 0.16% Reduce -3.7% 3,056 $887K
Warwick Investment Management, Inc. 0.14% No change 3,039 $882K
Wiregrass Investment Management LLC 0.74% — 3,036 $881K
Adamsbrown Wealth Consultants LLC 0.25% Reduce -0.4% 3,035 $881K
World Equity Group, Inc. 0.25% Add +2.4% 3,033 $880K
Detalus Advisors, LLC 0.21% Reduce -1.6% 3,031 $880K
Kieckhefer Group LLC 0.42% No change 3,021 $877K
Deutsche Bank AG 0.00% Reduce -1.0% 3,019 $876K
Oakworth Capital, Inc. 0.05% No change 3,005 $872K
Alexander Labrunerie & Co., Inc. 0.32% Add +0.0% 2,983 $866K
Curbstone Financial Management Corp 0.16% Reduce -6.3% 2,970 $862K
First Business Financial Services, Inc. 0.08% No change 2,969 $862K
Financial Strategies Group, Inc. 0.16% Add +3.1% 2,861 $857K
Pecaut & Co. 0.28% Add +2.9% 2,951 $856K
Capital Investment Advisors, LLC 0.01% Reduce -0.3% 2,945 $855K
MidFirst Bank 0.07% — 2,945 $855K
Brookwood Investment Group LLC 0.10% Add +1.0% 2,944 $854K
Welch Group, LLC 0.03% Add +0.1% 2,942 $854K
Compass Capital Corp. /Ma/ 0.33% Reduce -0.3% 2,808 $850K
Capital Asset Managemnet, LLC 0.94% — 2,916 $846K
L. Roy Papp & Associates, LLP 0.09% Add +4.6% 2,912 $845K
Aufman Associates Inc 0.43% Add +0.4% 2,906 $844K
McGuire Investment Group, LLC 0.09% Reduce -0.9% 2,905 $843K
Vista Investment Partners Ii, LLC 0.36% Add +28.6% 2,889 $838K
Florida Financial Advisors, LLC 0.23% Add +0.3% 2,910 $834K
Onyx Bridge Wealth Group LLC 0.09% Reduce -2.7% 2,862 $831K
FAS Wealth Partners, Inc. 0.05% Add +0.7% 2,851 $828K
TOWER TRUST & INVESTMENT Co 0.52% Add +12.6% 2,851 $827K
Pennington Partners & Co., LLC 0.33% No change 2,840 $824K
Fiduciary Financial Group, LLC 0.12% Add +0.2% 2,833 $822K
Bravera Wealth 0.41% — 2,827 $820K
Jane Street Group, LLC 0.00% New 2,820 $818K
Asset Advisory Group, Inc. 0.41% — 2,820 $818K
Peterson Wealth Advisors, LLC 0.11% Reduce -8.9% 2,810 $815K
Beese Fulmer Investment Management, Inc. 0.05% Add +12.3% 2,808 $815K
Bestgate Wealth Advisors, LLC 1.43% Add +0.5% 2,798 $812K
Legacy Private Trust Co. 0.05% Reduce -0.8% 2,796 $811K
WBH Advisory Inc. 0.06% Add +0.0% 2,793 $811K
Old North State Trust, LLC 0.48% Add +1.0% 2,787 $809K
Traphagen Investment Advisors LLC 0.07% Reduce -9.3% 2,786 $808K
Private Wealth Group, LLC 0.39% No change 2,778 $806K
HBW Advisory Services LLC 0.09% Add +0.7% 2,777 $806K
Walled Lake Planning & Wealth Management, LLC 0.25% Add +1.7% 2,767 $803K
Greenline Partners, LLC 0.09% No change 2,750 $798K
Outbound Financial Inc 0.62% No change 2,747 $797K
True North Advisors, LLC 0.10% New 2,747 $797K
Red Door Wealth Management, LLC 0.08% Add +13.1% 2,746 $797K
Hegarty Advisors, LLC 0.69% — 2,737 $795K
Signaturefd, LLC 0.01% Add +0.6% 2,733 $793K
Moors & Cabot, Inc. 0.03% Reduce -3.1% 2,718 $789K
Forza Wealth Management, LLC 0.28% Add +48.1% 2,708 $786K
Advisory Alpha, LLC 0.02% Reduce -2.9% 2,705 $785K
Perryman Financial Advisory Inc. 0.11% — 2,696 $782K
Willow Financial LLC 0.79% — 2,692 $781K
Apollon Financial, LLC 0.11% Add +4.0% 2,684 $779K
ETF Store, Inc. 0.79% Add +0.8% 2,680 $778K
Vantus Wealth LLC 0.57% — 2,679 $777K
Disciplined Investments, LLC 0.30% Add +19.6% 2,677 $777K
Libra Wealth LLC 0.22% Add +4.7% 2,677 $777K
TFR Capital, LLC. 0.26% Reduce -2.0% 2,675 $776K
Signal Tree Financial Partners LLC 0.59% Add +3.3% 2,669 $775K
Thrive Capital Management, LLC 0.17% Add +16.6% 2,662 $773K
Per Stirling Capital Management, LLC. 0.09% Add +2.9% 2,659 $772K
MBM Wealth Consultants, LLC 0.18% Reduce -8.0% 2,658 $771K
Ti-Trust, Inc. 0.48% Reduce -0.3% 2,653 $770K
Kirtland Hills Capital Management, LLC 0.27% Add +3.3% 2,647 $768K
Founders Financial Alliance, LLC 0.14% Add +5.0% 2,647 $768K
Grandfield & Dodd, LLC 0.04% No change 2,639 $766K
Bedel Financial Consulting, Inc. 0.08% Add +25.6% 2,633 $764K
Greenspring Advisors, LLC 0.05% Add +201.3% 2,630 $763K
Olde Wealth Management, LLC 0.23% Add +4.5% 2,630 $763K
Parkside Financial Bank & Trust 0.06% Add +29.2% 2,618 $760K
Livet Wealth, LLC 0.47% — 2,604 $756K
Hibernia Wealth Partners, LLC 0.23% Add +101.0% 2,603 $755K
Noble Wealth Management PBC 0.38% Reduce -3.3% 2,595 $753K
Horst & Graben Wealth Management LLC 0.11% Reduce -0.0% 2,594 $753K
WJ Financial Advisors LLC 0.67% No change 2,588 $751K
Empirical Asset Management, LLC 0.21% Reduce -0.5% 10,088 $748K
Briggs Wealth Management, Inc 0.80% — 2,574 $747K
R. W. Roge & Company, Inc. 0.37% No change 2,574 $747K
Forum Financial Management, LP 0.01% Add +31.8% 2,568 $745K
Willis Investment Counsel 0.04% No change 2,567 $745K
Clark Capital Management Group, Inc. 0.00% Add +85.5% 2,566 $745K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -49.6% 2,553 $741K
Keystone Financial Services, LLC 0.50% Reduce -0.1% 2,552 $741K
Beacon Bank & Trust 0.15% Reduce -0.5% 2,552 $741K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% Add +4801.9% 2,549 $740K
Bakala Capital LLC 3.50% Add +1.3% 2,548 $740K
WealthTrak Capital Management LLC 0.53% Reduce -8.8% 2,546 $739K
Eagle Bay Advisors LLC 0.54% Add +0.1% 2,538 $737K
Westshore Wealth, LLC 0.24% Add +0.1% 2,537 $736K
SFG Wealth Management, LLC. 0.29% Add +33.9% 2,522 $732K
Diversified Portfolios, Inc. 0.06% Add +4.5% 2,520 $731K
Astra Wealth Partners LLC 0.45% Reduce -3.1% 2,520 $731K
Vantage Financial Partners, LLC 0.15% Add +0.6% 2,514 $730K
Independence Bank of Kentucky 0.09% Add +10.3% 2,508 $728K
Johnson Financial Group, Inc. 0.03% Reduce -2.4% 2,505 $727K
RiverFront Investment Group, LLC 0.01% Reduce -3.5% 2,503 $726K
Alerus Financial NA 0.04% Reduce -7.3% 2,502 $726K
Pacific Park Financial, Inc. 0.45% — 2,487 $722K
Financial Alternatives, Inc 0.42% Add +17.8% 2,486 $721K
J2 Capital Management Inc 0.53% Add +3.1% 2,484 $721K
Penobscot Investment Management Company, Inc. 0.05% No change 2,458 $713K
Diligent Investors, LLC 0.18% Reduce -0.2% 2,457 $713K
Valley Forge Investment Consultants Inc. Adv 0.21% Reduce -0.8% 2,455 $712K
Freestone Capital Holdings, LLC 0.02% Reduce -18.5% 2,453 $712K
Howard Capital Management Group, LLC 0.04% No change 2,453 $712K
Chokshi & Queen Wealth Advisors, Inc 0.37% No change 2,452 $712K
Beacon Capital Management, LLC 0.11% Add +44.6% 2,452 $712K
Financial Security Advisor, Inc. 0.14% New 2,436 $707K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +0.3% 2,434 $706K
Values Added Financial LLC 0.30% Add +0.8% 2,431 $706K
Claris Financial LLC 0.38% Add +8.1% 2,428 $705K
Lee Danner & Bass Inc. 0.05% No change 2,427 $704K
Avantax Planning Partners, Inc. 0.02% Reduce -1.0% 2,412 $700K
Sonoma Allocations LLC 0.23% Add +0.9% 2,352 $699K
Kera Capital Partners, Inc. 0.09% No change 2,360 $699K
Sloy Dahl & Holst, LLC 0.08% Add +45.3% 2,403 $697K
Private Advisory Group LLC 0.05% Reduce -0.3% 2,402 $697K
Selective Wealth Management, Inc. 0.22% Add +9.4% 2,307 $695K
Pinnacle Wealth Planning Services, Inc. 0.07% Add +0.7% 2,395 $695K
Clearwave Capital, LLC 0.51% — 2,392 $694K
Investors Asset Management of Georgia Inc. /Ga/ 0.29% Add +13.1% 2,383 $692K
Colonial Trust Co / SC 0.09% No change 2,376 $690K
Davidson Trust Co. 0.29% Reduce -7.3% 2,371 $688K
Graney & King, LLC 0.40% Add +0.7% 2,369 $687K
Carroll Advisory Group, LLC 0.30% — 2,360 $685K
Tred Avon Family Wealth, LLC 0.22% Reduce -1.3% 2,356 $684K
Thomasville National Bank 0.04% Reduce -7.2% 2,355 $683K
Advance Capital Management, Inc. 0.03% Reduce -18.6% 2,355 $683K
Oakmont Advisory Group, LLC 0.73% — 2,346 $681K
Busey Bank 0.02% Add +0.5% 2,336 $678K
Aberdeen Wealth Management LLC 0.31% Add +58.6% 2,332 $677K
DecisionMap Wealth Management, LLC 0.41% No change 2,315 $672K
Wellington-Altus USA Inc. 0.50% — 2,315 $672K
Millington Financial Advisors, LLC 0.30% Add +1.6% 2,231 $672K
Focused Alpha, LLC 0.20% — 2,313 $671K
Independent Advisor Alliance 0.02% Add +0.1% 2,310 $670K
Rinkey Investments 0.17% No change 2,307 $670K
Buttonwood Financial Advisors Inc. 0.22% Reduce -0.6% 2,300 $668K
Hummer Financial Advisory Services Inc 0.47% No change 2,299 $667K
SpringVest Wealth Management LLC 0.46% Add +1.3% 2,297 $667K
Shrier Wealth Management, LLC 0.27% — 2,295 $666K
Ducere Wealth Management LLC 0.26% — 2,292 $665K
Fort Vancouver Investment Management, LLC 0.36% No change 2,290 $665K
Bath Savings Trust Co 0.07% Add +4.6% 2,290 $665K
Annex Advisory Services, LLC 0.01% Add +8.5% 2,287 $664K
Palisade Asset Management, LLC 0.06% Add +0.5% 2,286 $663K
Aaron Wealth Advisors LLC 0.04% No change 2,278 $661K
Strategic Wealth Advisors LLC 0.57% — 2,280 $661K
North Star Investment Management Corp. 0.04% Add +0.2% 2,275 $660K
First Interstate Bank 0.04% Add +0.9% 2,274 $660K
BIP Wealth, LLC 0.02% Reduce -2.1% 2,269 $659K
Angeles Wealth Management, LLC 0.04% Reduce -4.8% 2,268 $658K
Jaffetilchin Investment Partners, LLC 0.04% Add +12.4% 2,263 $657K
Leonard Rickey Investment Advisors P.L.L.C. 0.12% Reduce -0.8% 2,256 $655K
Nolet Wealth Management, LLC 0.36% — 2,250 $653K
Armstrong Henry H Associates Inc. 0.06% No change 2,248 $652K
Park Edge Advisors, LLC 0.15% Reduce -3.9% 2,243 $651K
Heritage Financial Services, LLC 0.05% Reduce -8.9% 2,241 $650K
Carr Financial Group Corp 0.17% Add +65.6% 2,240 $650K
Divergent Planning, LLC 0.17% Reduce -7.5% 2,209 $646K
Purkiss Capital Advisors LLC 0.30% Add +3.0% 2,215 $643K
Wealth Management Nebraska 0.07% Add +3.0% 2,214 $643K
Unique Wealth, LLC 0.09% Reduce -0.7% 2,206 $640K
Swisher Financial Concepts, Inc. 0.36% Reduce -0.9% 2,204 $640K
Sequent Asset Management, LLC 0.28% No change 2,187 $635K
Winthrop Capital Management, LLC 0.15% No change 2,188 $635K
Comprehensive Money Management Services LLC 0.44% No change 2,185 $634K
Paulson Wealth Management Inc. 0.15% Add +0.9% 2,180 $633K
Security National Bank of So Dak 0.31% No change 2,177 $632K
Diversify Advisory Services, LLC 0.02% Reduce -4.4% 2,102 $631K
Sara-Bay Financial 0.19% Add +13.3% 2,151 $630K
Fulcrum Wealth Advisors, LLC 0.52% — 2,170 $630K
Birchcreek Wealth Management, LLC 0.31% Add +0.1% 2,164 $628K
Pacific Sun Financial Corp 0.30% Add +1.6% 2,162 $627K
Eastern Bank 0.01% Add +4.0% 2,159 $627K
Topsail Wealth Management, LLC 0.09% No change 2,153 $625K
SVB Wealth LLC 0.04% Reduce -33.4% 2,142 $622K
Capital Group Private Client Services, Inc. 0.01% Add +1.6% 2,141 $621K
Sargent Investment Group, LLC 0.08% New 2,133 $619K
Global Strategic Investment Solutions, LLC 0.06% Add +0.1% 2,128 $617K
Paces Ferry Wealth Advisors, LLC 0.25% No change 2,121 $615K
American Institute for Advanced Investment Management, LLP 0.39% Reduce -20.6% 2,110 $612K
Prospera Capital Management, LLC 0.31% No change 2,105 $611K
Baron Wealth Management LLC 0.19% Reduce -13.1% 2,104 $611K
Center For Asset Management LLC 0.32% Add +4.0% 2,101 $610K
Thayer Partners, LLC / MA 0.30% — 2,095 $608K
Mairs & Power Inc. 0.01% Add +85.7% 2,095 $608K
Park Capital Management, LLC / WI 0.43% Reduce -1.9% 2,090 $607K
Lodestone Wealth Management LLC 0.25% Add +0.5% 2,085 $605K
Unified Investment Management 0.61% No change 2,081 $604K
HSBC Holdings PLC 0.00% New 2,080 $604K
Trust Point Inc. 0.05% Reduce -8.4% 2,078 $603K
Novak & Powell Financial Services, Inc. 0.31% Reduce -0.4% 2,078 $603K
Human Investing LLC 0.09% Add +15.5% 2,075 $602K
Grey Ledge Advisors, LLC 0.14% Add +1.1% 2,075 $602K
Mengis Capital Management, Inc. 0.11% Add +10.7% 2,065 $599K
Mayfair Advisory Group, LLC 0.23% No change 2,045 $598K
ETF Portfolio Partners, Inc. 0.15% No change 2,058 $597K
FC Advisory LLC 0.17% Add +3.1% 2,051 $595K
Nottingham Advisors, Inc. 0.08% Reduce -6.8% 2,049 $595K
Fischer Investment Strategies, LLC 0.35% Reduce -42.6% 2,049 $595K
EdgeRock Capital LLC 0.16% Add +3.2% 2,046 $594K
Geneva Partners, LLC 0.21% Reduce -2.0% 2,045 $593K
Geometric Wealth Advisors 0.08% No change 2,040 $592K
Stokes Family Office, LLC 0.05% Reduce -16.1% 2,036 $591K
Atala Financial Inc 0.38% Reduce -36.1% 2,034 $590K
Cannell & Spears LLC 0.01% Add +0.7% 2,034 $590K
CGN Advisors LLC 0.05% Reduce -0.9% 2,031 $589K
Physician Wealth Advisors, Inc. 0.08% Reduce -12.1% 2,018 $586K
OpenArc Corporate Advisory, LLC 0.01% — 2,006 $582K
Ascentis Independent Advisors 0.09% Add +4.3% 2,004 $582K
Octavia Wealth Advisors, LLC 0.06% Reduce -9.1% 1,990 $578K
Urban Financial Advisory Corp 0.23% Add +3.3% 1,988 $577K
Accel Wealth Management 0.16% Add +1.4% 1,987 $577K
Old Peak Finance LLC 0.35% — 1,979 $574K
Fortem Financial Group, LLC 0.15% Add +3.4% 1,977 $574K
Stone House Investment Management, LLC 0.09% Reduce -8.8% 1,966 $571K
Cora Capital Advisors LLC 0.22% Add +18.6% 1,966 $571K
Gallagher Capital Advisors, LLC 0.37% Reduce -30.3% 1,957 $570K
Aspen Grove Capital, LLC 0.10% Add +0.1% 1,961 $570K
Henrickson Nauta Wealth Advisors, Inc. 0.08% Add +100.0% 1,900 $569K
Nautilus Advisors LLC 0.37% Add +0.1% 1,960 $569K
Fishman Jay A Ltd. 0.05% Reduce -0.7% 1,952 $567K
Magnolia Capital Management Ltd. 0.42% No change 1,950 $566K
Stockman Wealth Management, Inc. 0.07% Add +26.9% 1,936 $562K
FSM Wealth Advisors, LLC 0.08% Add +17.2% 1,934 $561K
Winebrenner Capital Management LLC 0.37% Reduce -1.6% 1,931 $560K
Brooklyn Investment Group 0.03% Add +0.5% 1,908 $560K
Webster Bank, N. A. 0.05% Reduce -8.5% 1,927 $559K
Kennicott Capital Management LLC 0.27% Reduce -6.6% 1,925 $559K
Blake Schutter Theil Wealth Advisors, LLC 0.46% Add +12.5% 1,917 $556K
Optivise Advisory Services LLC 0.32% Add +17.2% 1,908 $554K
Lyell Wealth Management, LP 0.04% No change 1,908 $554K
Anchor Capital Advisors LLC 0.02% New 1,908 $554K
Ariadne Wealth Management, LP 0.23% No change 1,850 $552K
Ranch Capital Advisors Inc. 0.20% Add +0.2% 1,902 $552K
Capital Developers, LLC 0.49% — 1,897 $551K
First Bank & Trust 0.09% No change 1,895 $550K
Orcam Financial Group 0.41% Reduce -4.7% 1,893 $549K
Marion Wealth Management 0.12% No change 1,837 $549K
Hoese & Co LLP 0.39% Add +21.1% 1,890 $548K
Aspire Growth Partners LLC 0.38% Add +33.8% 1,888 $548K
Inman Jager Wealth Management, LLC 0.34% Reduce -13.9% 1,888 $548K
Goepper Burkhardt LLC 0.18% Reduce -6.2% 1,883 $547K
Turtle Creek Wealth Advisors, LLC 0.04% Reduce -1.6% 1,876 $544K
Sterling Financial Planning, Inc. 0.16% No change 1,872 $543K
Howard Wealth Management, LLC 0.24% Reduce -1.4% 1,871 $543K
Meridian Wealth Partners, LLC 0.07% Add +6.1% 1,871 $543K
Pettyjohn, Wood & White, Inc. 0.09% Add +0.1% 1,869 $542K
TruNorth Capital Management, LLC 0.10% No change 1,866 $542K
Canandaigua National Trust Co of Florida 0.34% Reduce -1.7% 1,865 $541K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -2.0% 1,864 $541K
Slow Capital, Inc. 0.06% Reduce -0.2% 1,864 $541K
Investment Planning Advisors, Inc. 0.16% Add +8.4% 1,854 $538K
Waterloo Capital, L.P. 0.04% Reduce -0.2% 1,853 $538K
GuidedMoney, LLC 0.29% — 1,846 $536K
Raffa Wealth Management, LLC 0.08% Add +0.8% 1,846 $536K
Jump Financial, LLC 0.01% New 1,844 $535K
Astoria Portfolio Advisors LLC. 0.12% Add +10.1% 1,773 $533K
Copia Wealth Management 0.38% Reduce -0.3% 1,832 $532K
Stonebridge Financial Group, LLC 0.05% No change 1,831 $531K
Luminvest Wealth Management LLC 0.15% Add +154.5% 1,830 $531K
Burkett Financial Services, LLC 0.18% Reduce -0.5% 1,828 $531K
Cape Investment Advisory, Inc. 0.16% Add +19.5% 1,823 $529K
BSW Wealth Partners 0.06% Reduce -26.3% 1,821 $528K
Beacon Investment Advisory Services, Inc. 0.02% Add +4.0% 1,815 $527K
Westmount Partners, LLC 0.13% Add +0.3% 1,806 $524K
Live Oak Private Wealth LLC 0.07% No change 1,804 $524K
Summit Trail Advisors, LLC 0.01% Add +7.3% 1,800 $523K
Washington Growth Strategies LLC 0.34% Reduce -8.6% 1,800 $522K
LaSalle St. Investment Advisors, LLC 0.08% Add +27.9% 1,798 $522K
Financial Partners Group, Inc 0.06% Add +0.4% 1,757 $520K
Westbourne Investments, Inc. 0.24% Add +0.1% 1,773 $515K
Opus Financial Solutions LLC 0.48% — 1,769 $513K
Am Investment Strategies LLC 0.11% New 1,761 $511K
Premier Path Wealth Partners, LLC 0.07% New 1,757 $510K
Grantvest Financial Group LLC 0.33% Reduce -1.1% 1,756 $510K
Sightline Wealth Advisors, LLC 0.22% Reduce -14.0% 1,755 $509K
SIMA Wealth Partners, LLC 0.39% No change 1,754 $509K
HBK Sorce Advisory LLC 0.01% Reduce -4.8% 1,690 $509K
NorthLanding Financial Partners, LLC 0.41% Reduce -0.7% 1,752 $508K
Capital City Trust Co. 0.11% No change 1,750 $508K
Acorn Wealth Advisors, LLC 0.15% Reduce -5.0% 1,750 $508K
Tradewinds Capital Management, LLC 0.11% Add +0.8% 1,747 $507K
Shira Ridge Wealth Management 0.20% Reduce -1.6% 1,744 $506K
Huntleigh Advisors, Inc. 0.09% Reduce -1.3% 1,743 $506K
Davis R M Inc. 0.01% No change 1,739 $505K
Verum Partners LLC 0.10% Add +0.5% 1,736 $504K
Chicago Capital, LLC 0.01% Reduce -7.9% 1,731 $502K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -10.3% 1,728 $502K
Indiana Trust & Investment Management Co 0.15% No change 1,726 $501K
Capital Investment Counsel, LLC 0.07% New 1,721 $500K
Everstar Asset Management, LLC 0.27% No change 1,715 $498K
Accretive Wealth Partners, LLC 0.15% No change 1,712 $497K
Hickory Point Bank & Trust 0.36% No change 1,700 $493K
Hardy Reed LLC 0.04% Reduce -0.2% 1,700 $493K
Summit Wealth & Retirement Planning, Inc. 0.12% No change 1,699 $493K
CPC Advisors, LLC 0.05% Add +0.8% 1,697 $493K
Channel Wealth LLC 0.12% Reduce -15.2% 1,692 $491K
Private Management Group Inc. 0.01% No change 1,692 $491K
Heirloom Wealth Management 0.11% Add +2.3% 1,690 $490K
Centaurus Financial, Inc. 0.02% Add +6.7% 1,685 $489K
Good Harbor Advisors, Inc. 0.57% — 1,684 $489K
GHP Investment Advisors, Inc. 0.02% Reduce -2.5% 1,682 $488K
Journey Strategic Wealth LLC 0.01% Reduce -9.5% 1,681 $488K
Asempa Wealth Advisors 0.42% — 1,679 $487K
Catalyst Financial Partners LLC 0.05% Reduce -0.6% 1,671 $485K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -1.3% 1,669 $484K
Client 1ST Advisory Group, LLC 0.15% Add +22.3% 1,661 $482K
marrick wealth, LLC 0.39% — 1,657 $481K
Bison Wealth, LLC 0.05% Add +26.3% 1,687 $481K
Townsquare Capital LLC 0.11% No change 1,650 $479K
Naples Global Advisors, LLC 0.04% No change 1,649 $479K
Signature Equity Partners, LLC 0.26% — 1,648 $478K
Newport Capital Group, LLC 0.29% Add +0.1% 1,646 $478K
Measured Wealth Private Client Group, LLC 0.13% Reduce -60.8% 1,642 $477K
Avestar Capital, LLC 0.03% Add +0.2% 1,642 $477K
Jefferson Bridge Capital, LLC 0.48% — 1,638 $475K
Fort Sheridan Advisors LLC 0.06% Reduce -27.3% 1,633 $474K
Norris Perne & French LLP 0.03% Add +61.1% 1,630 $473K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -9.4% 1,630 $473K
E6 Portfolios, LLC 0.54% — 1,625 $472K
RVW Wealth, LLC 0.04% No change 1,622 $471K
Marshall Financial Group, LLC 0.09% Reduce -17.8% 1,619 $470K
Washington Trust Advisors, Inc. 0.04% Add +4.9% 1,616 $469K
Cove Private Wealth, LLC 0.14% No change 1,600 $464K
River Wealth Advisors LLC 0.05% Reduce -1.9% 1,596 $463K
Crews Bank & Trust 0.07% Add +50.3% 1,592 $462K
Sigma Investment Counselors Inc. 0.02% No change 1,592 $462K
Prosperity Advisers, LLC 0.38% — 1,591 $462K
Cladis Investment Advisory, LLC 0.25% No change 1,590 $461K
North Star Asset Management Inc. 0.02% Reduce -5.9% 1,585 $460K
Fairfield, Bush & Co. 0.24% Reduce -1.9% 1,582 $459K
GDS Wealth Management 0.03% Reduce -2.1% 1,580 $459K
Allred Capital Management, LLC 0.17% Add +0.1% 1,577 $458K
LMG Wealth Partners, LLC 0.09% Add +45.4% 1,573 $457K
MontVue Capital Management, Inc. 0.30% No change 1,571 $456K
Equitable Trust Co. 0.02% Reduce -4.7% 1,567 $455K
Covestor Ltd 0.24% Add +3.9% 1,565 $454K
Richards, Merrill & Peterson, Inc. 0.17% Add +2.3% 1,562 $453K
Opus Capital Group, LLC 0.05% Reduce -4.4% 1,551 $450K
Clearstead Trust, LLC 0.07% Add +3.6% 1,543 $448K
Gouws Capital LLC 0.24% No change 1,541 $447K
Joseph P. Lucia & Associates, LLC 0.16% Reduce -2.5% 1,540 $447K
Clarkston Capital Partners, LLC 0.01% New 1,540 $447K
Pursuit Wealth Management LLC 0.38% — 1,538 $446K
Granite Harbor Advisors, Inc. 0.19% No change 1,538 $446K
Patten & Patten Inc. 0.03% No change 1,532 $445K
InTrack Investment Management Inc 0.25% Reduce -6.0% 1,531 $444K
Myecfo, LLC 0.19% Reduce -8.4% 1,530 $444K
180 Wealth Advisors, LLC 0.05% Reduce -1.2% 1,529 $444K
Independent Wealth Advisors LLC 0.46% — 1,525 $443K
Hardin Capital Partners, LLC 0.21% Add +0.2% 1,524 $442K
McCollum Christoferson Group LLC 0.13% No change 1,523 $442K
M1 Capital Management LLC 0.18% No change 1,523 $442K
Kavar Capital Partners Group, LLC 0.06% Add +8.2% 1,520 $441K
Retirement Financial Solutions, LLC 0.13% Add +0.7% 1,519 $441K
Pacific Sage Partners, LLC 0.07% Add +4.6% 1,518 $441K
Allodium Investment Consultants, LLC 0.22% Reduce -5.6% 1,515 $440K
Sage Financial Management Group, Inc. 0.13% Add +12.4% 1,512 $439K
Tempo Wealth, LLC 0.08% — 1,510 $438K
FourThought Financial Partners, LLC 0.04% Add +48.5% 1,495 $434K
MLP3, LLC 0.47% — 1,495 $434K
Serenus Wealth Advisors, LLC 0.08% No change 1,495 $434K
Polaris Investment Advisors, LLC 0.31% — 1,488 $432K
Asset Allocation & Management Company, LLC 0.17% No change 1,486 $431K
Quadcap Wealth Management, LLC 0.05% Add +0.1% 1,483 $430K
Strid Group, LLC 0.05% New 1,480 $430K
Semitam Bonam LLC 0.36% Add +3.4% 1,477 $429K
EPG Wealth Management LLC 0.12% Reduce -0.2% 1,473 $427K
Waters Parkerson & Co., LLC 0.02% No change 1,472 $427K
Madison Wealth Partners, Inc 0.08% Add +6.5% 1,465 $425K
Element Pointe Advisors, LLC 0.08% New 1,464 $425K
Wealthcare Capital Partners, LLC 0.20% Reduce -0.1% 1,458 $423K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $421K
Edge Financial Advisors LLC 0.18% Add +0.7% 1,448 $420K
Monetary Solutions, Ltd 0.41% — 1,446 $420K
55 North Private Wealth, LLC 0.11% — 1,444 $419K
RAM Investment Partners, LLC 0.08% Reduce -0.1% 1,437 $417K
Thrive Wealth Management, LLC 0.06% Add +55.8% 1,433 $416K
Venturi Wealth Management, LLC 0.02% Reduce -2.2% 1,433 $415K
Tilia Fiduciary Partners, Inc. 0.23% Add +15.0% 1,432 $415K
VERITY Wealth Advisors 0.26% Add +0.5% 1,428 $414K
Northeast Financial Group, Inc. 0.10% Reduce -0.8% 1,425 $414K
Amicus Financial Advisors, LLC 0.12% — 1,422 $413K
Tower View Wealth Management LLC 0.20% Add +0.8% 1,422 $413K
Berger Financial Group, Inc 0.02% Add +0.1% 1,420 $412K
Potentia Wealth 0.15% No change 1,415 $411K
Gibbs Wealth Management 0.10% No change 1,373 $410K
Zacks Investment Management 0.00% Add +20.6% 1,412 $410K
Redwood Financial Network Corp 0.26% Reduce -13.2% 1,409 $409K
2UniFi Bank 0.19% No change 1,408 $409K
Abound Wealth Management 0.10% Add +9.3% 1,408 $409K
Smith Salley Wealth Management 0.02% No change 1,407 $408K
Canvas Wealth Advisors, LLC 0.07% Reduce -1.4% 1,399 $406K
Evolution Advisers, Inc. 0.17% No change 1,394 $404K
M.E. Allison & Co., Inc. 0.27% Add +58.7% 1,392 $404K
Wimmer Associates 1, LLC 0.19% No change 1,389 $403K
Radnor Capital Management, LLC 0.06% No change 1,388 $403K
Intelligence Driven Advisers, LLC 0.06% New 1,388 $403K
McDonald Partners LLC 0.13% Add +7.1% 1,387 $403K
Alta Wealth Advisors LLC 0.13% Add +0.4% 1,386 $402K
Granite FO LLC 0.21% No change 1,385 $402K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,381 $401K
LifeGuide Financial Advisors, LLC 0.13% No change 1,364 $399K
Meritage Portfolio Management 0.03% Add +0.4% 1,374 $399K
WealthShield Partners, LLC 0.04% Add +19.5% 1,372 $398K
1ST Source Bank 0.02% No change 1,371 $398K
Bogart Wealth, LLC 0.02% Reduce -1.3% 1,370 $398K
FRG Family Wealth Advisors LLC 0.06% No change 1,369 $397K
Westside Investment Management, Inc. 0.06% No change 1,366 $397K
Summit Wealth Group LLC / Co. 0.05% New 1,367 $397K
S&T Bank 0.13% Reduce -1.5% 1,365 $396K
PTM Wealth Management, LLC 0.22% Add +19.8% 1,335 $395K
L.K. Benson & Company, P.C. 0.20% Reduce -22.9% 1,362 $395K
Silverlake Wealth Management LLC 0.09% Reduce -0.1% 1,361 $395K
Collaborative Wealth Managment Inc. 0.14% New 1,359 $394K
Grove Street Fiduciary, LLC 0.16% No change 1,358 $394K
DHJJ Financial Advisors, Ltd. 0.13% Add +65.6% 1,358 $394K
Jim Saulnier & Associates, LLC 0.20% Add +20.4% 1,356 $394K
Caldwell Sutter Capital, Inc. 0.17% Reduce -0.5% 1,355 $393K
Willis Johnson & Associates, Inc. 0.02% Reduce -4.8% 1,355 $393K
Tortoise Investment Management, LLC 0.03% Add +39.0% 1,354 $393K
Wayfinding Financial, LLC 0.17% No change 1,352 $392K
Clark Asset Management, LLC 0.04% Reduce -35.3% 1,347 $391K
Strategic Financial Services, Inc. 0.02% No change 1,290 $388K
Prepared Retirement Institute LLC 0.19% Add +0.1% 1,333 $387K
Cynosure Group, LLC 0.04% Add +0.1% 1,333 $387K
WealthCare Investment Partners, LLC 0.11% Add +11.0% 1,316 $385K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -0.4% 7,035 $385K
Avaii Wealth Management, LLC 0.14% No change 1,314 $381K
Opal Capital LLC 0.10% — 1,380 $381K
Bfsg, LLC 0.04% Reduce -11.7% 1,308 $380K
Powerhouse Assets LLC 0.33% — 1,306 $379K
One Day In July LLC 0.03% Add +18.4% 1,305 $379K
Capstone Wealth Management Group LLC 0.23% Add +0.1% 1,302 $378K
MTM Investment Management, LLC 0.12% Add +5.1% 1,302 $378K
Trace Wealth Advisors, LLC 0.27% No change 1,299 $377K
Valley National Advisers Inc. 0.05% No change 1,297 $376K
Proficio Capital Partners LLC 0.03% Add +14.6% 1,293 $375K
Columbia Advisory Partners LLC 0.25% Add +18.3% 1,289 $374K
Vestor Capital, LLC 0.03% Reduce -46.6% 689 $374K
Ipsen Advisor Group LLC 0.27% Reduce -3.9% 1,286 $373K
Wick Capital Partners, LLC 0.07% No change 1,284 $373K
Morton Capital Management LLC 0.06% No change 1,283 $372K
Elgethun Capital Management 0.06% New 1,281 $372K
Blue Water Asset Management 0.13% — 1,274 $370K
Mathes Company, Inc. 0.13% No change 1,270 $369K
Falcon Wealth Planning 0.03% Reduce -1.2% 1,271 $369K
Investment Partners Asset Management, Inc. 0.23% Reduce -16.9% 1,271 $369K
Columbia Bank 0.10% No change 1,270 $369K
Stone Loft Wealth Management LLC 0.35% — 1,270 $369K
Seneca Financial Advisors LLC 0.11% No change 1,267 $368K
Clifford Swan Investment Counsel LLC 0.01% Add +4.1% 1,266 $367K
Claro Advisors Inc. 0.05% Reduce -13.9% 1,256 $364K
Essential Partners LLC 0.11% No change 1,255 $364K
Whalerock Point Partners, LLC 0.07% No change 1,255 $364K
Austin Wealth Management, LLC 0.05% Reduce -29.3% 1,223 $363K
Old Mission Investment Co LLC 0.09% No change 1,251 $363K
Gateway Wealth Partners, LLC 0.04% Add +38.0% 1,241 $360K
Shared Vision Wealth Group LLC 0.15% No change 1,200 $360K
United Advisor Group, LLC 0.05% Reduce -2.1% 1,236 $359K
Trustco Bank Corp. N Y 0.32% No change 1,233 $358K
Argent Advisors, Inc. 0.10% No change 1,232 $358K
David J Yvars Group 0.19% No change 1,228 $356K
Ally Invest Advisors Inc. 0.02% Add +2.7% 1,227 $356K
Regent Peak Wealth Advisors LLC 0.07% Add +0.1% 1,223 $355K
Breachway Investments LLC 0.37% — 1,223 $355K
Aviance Capital Partners, LLC 0.04% No change 1,223 $355K
Olistico Wealth, LLC 0.17% Reduce -23.1% 1,221 $354K
Financially in Tune, LLC 0.33% — 1,216 $353K
Invst, LLC 0.04% Add +58.9% 1,212 $352K
PCG Asset Management, LLC 0.28% Add +6.4% 1,206 $351K
Approach Retirement Advisors, LLC 0.30% — 1,208 $350K
Shepherd Financial Partners LLC 0.03% Reduce -22.4% 1,203 $349K
One Wealth Management Investment & Advisory Services, LLC 0.38% No change 1,201 $349K
Advisory Advocates, LLC 0.35% — 1,201 $349K
Grunden Financial Advisory, Inc. 0.14% No change 1,200 $348K
Cambridge Capital Management, LLC 0.16% Add +0.2% 1,197 $347K
YHB Investment Advisors, Inc. 0.02% No change 1,195 $347K
TD Waterhouse Canada Inc. 0.00% Reduce -29.9% 1,193 $346K
Greenwood Capital Associates LLC 0.04% Add +25.5% 1,192 $346K
Legacy Financial Advisors, Inc. 0.05% Add +13.9% 1,190 $345K
Private Wealth Partners, LLC 0.02% No change 1,188 $345K
Providence Capital Advisors, LLC 0.06% Reduce -2.9% 1,187 $344K
HT Partners LLC 0.10% No change 1,186 $344K
Citizens National Bank Trust Department 0.06% No change 1,177 $342K
SYM FINANCIAL Corp 0.04% Add +3.7% 1,177 $342K
First Financial Bank - Trust Division 0.03% Reduce -3.3% 1,177 $342K
UNIVEST FINANCIAL Corp 0.02% Reduce -12.1% 1,173 $340K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 1,173 $340K
Moment Partners, LLC 0.07% Reduce -43.5% 1,169 $339K
Kings Path Partners LLC 0.12% Reduce -2.4% 1,168 $339K
Penobscot Wealth Management 0.10% Add +0.7% 1,167 $339K
Sonoma Private Wealth LLC 0.41% Add +2.2% 1,167 $339K
Cahaba Wealth Management, Inc. 0.02% Reduce -5.0% 1,166 $338K
DGS Capital Management, LLC 0.06% Add +0.8% 1,165 $338K
Trust Co 0.03% Add +43.7% 1,164 $338K
Prosperity Planning, Inc. 0.13% No change 1,163 $338K
Ashton Thomas Securities, LLC 0.06% Reduce -19.8% 1,162 $337K
Strategic Advisors LLC 0.05% Reduce -56.3% 1,159 $336K
Commons Capital, LLC 0.24% New 1,156 $335K
Silvercrest Asset Management Group LLC 0.00% No change 1,155 $335K
Braun Stacey Associates Inc. 0.01% Reduce -5.9% 1,155 $335K
XTX Topco Ltd 0.01% New 1,154 $335K
Cadinha & Co. LLC 0.05% No change 1,150 $334K
Vicus Capital 0.03% Reduce -2.3% 1,148 $333K
Bluedoor Private Wealth, LLC 0.15% — 1,145 $332K
Ade, LLC 0.16% No change 1,143 $332K
Entrewealth, LLC 0.15% Reduce -31.6% 1,099 $331K
MKT Advisors LLC 0.11% No change 1,116 $331K
West Michigan Advisors, LLC 0.08% Add +2.1% 1,136 $330K
Aquire Wealth Advisors, LLC 0.09% Add +0.9% 1,130 $328K
Disciplined Investors, L.L.C. 0.22% Add +0.5% 1,130 $328K
Cornerstone Advisors Asset Management, LLC 0.05% Reduce -1.5% 1,129 $328K
Maridea Wealth Management LLC 0.05% No change 1,127 $327K
Sankala Group LLC 0.26% — 1,066 $326K
Compass Advisory Group LLC 0.09% Add +0.4% 1,124 $326K
Wealth Enhancement Trust Services, Inc. 0.04% — 1,124 $326K
Guardian Wealth Advisors, LLC 0.18% Reduce -10.3% 1,122 $326K
Ironwood Wealth Management, LLC. 0.10% Reduce -0.2% 1,120 $325K
Oath Planning, LLC 0.32% — 1,118 $324K
Cambria Investment Management, L.P. 0.02% Reduce -3.4% 1,117 $324K
Michels Family Financial, LLC 0.24% Add +7.3% 1,111 $322K
Money Concepts Capital Corp. 0.02% Reduce -7.7% 1,108 $322K
Frazier Financial Advisors, LLC 0.19% Reduce -8.8% 1,099 $319K
Madison Park Capital Advisors, LLC 0.26% Add +5.0% 1,099 $319K
Weitzel Financial Services, Inc. 0.12% Reduce -2.7% 1,089 $319K
Key Financial Inc 0.06% Add +28.4% 1,095 $318K
MA Private Wealth 0.05% Reduce -14.6% 1,094 $318K
Summit Wealth Group, LLC 0.07% Reduce -1.1% 1,094 $318K
GK Wealth Management LLC 0.23% Reduce -0.6% 1,093 $317K
Auctus Advisors LLC 0.29% — 1,093 $317K
Barrett & Company, Inc. 0.11% No change 1,093 $317K
Helium Advisors LLC 0.32% Add +0.7% 1,091 $317K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,090 $316K
Foundation Wealth Management, LLC\PA 0.11% No change 1,090 $316K
Northern Lights Advisors, Inc. 0.22% — 1,089 $316K
HTG Investment Advisors, Inc. 0.10% No change 1,089 $316K
Miramar Capital, LLC 0.07% Add +2.7% 1,088 $316K
McLean Asset Management Corp 0.06% No change 1,050 $315K
Clearwater Capital Advisors, LLC 0.03% Reduce -3.3% 1,084 $315K
Dearborn Partners LLC 0.02% No change 1,081 $314K
Fragasso Financial Advisors Inc 0.02% Reduce -1.0% 1,077 $313K
Granite Group Advisors, LLC 0.18% New 1,076 $312K
Midwest Professional Planners, LTD. 0.07% Add +0.6% 1,071 $311K
ARS Wealth Advisors Group, LLC 0.03% Reduce -8.5% 1,070 $311K
Transatlantique Private Wealth LLC 0.10% No change 1,057 $307K
Prevail Innovative Wealth Advisors, LLC 0.05% Add +3.1% 1,056 $306K
SkyOak Wealth, LLC 0.06% No change 1,053 $306K
Performance Wealth Partners, LLC 0.01% Add +2.4% 1,051 $305K
Element Wealth, LLC 0.13% Add +0.1% 1,051 $305K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% Reduce -32.3% 1,048 $304K
Insigneo Advisory Services, LLC 0.02% Reduce -26.0% 1,047 $304K
Embree Financial Group 0.04% Add +0.8% 1,047 $304K
Balboa Wealth Partners 0.05% Add +11.8% 1,046 $303K
Correct Capital Wealth Management 0.06% No change 1,042 $302K
Nova Wealth Management, Inc. 0.21% Add +4.5% 1,038 $301K
KWB Wealth 0.03% Add +4.1% 1,037 $301K
tru Independence LLC 0.08% Reduce -6.3% 1,036 $301K
American Financial & Tax Strategies Inc. 0.15% Reduce -6.1% 1,031 $299K
Lathrop Investment Management Co. 0.05% No change 1,030 $299K
American National Bank & Trust 0.03% No change 1,027 $298K
RCW Management, LLC 0.30% — 1,025 $297K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $297K
Hoxton Planning & Management, LLC 0.09% Reduce -2.0% 1,020 $296K
Merrithew & Thorsten Inc 0.31% — 1,020 $296K
Echo Wealth Management, LLC 0.17% No change 1,016 $295K
Old Port Advisors 0.07% No change 1,016 $295K
Herold Advisors, Inc. 0.07% Reduce -29.7% 1,014 $294K
Convergence Financial, LLC 0.04% Reduce -23.8% 1,013 $294K
Bensler, LLC 0.03% No change 1,013 $294K
Gateway Investment Advisers LLC 0.00% New 1,012 $294K
KOM Wealth Management Group, LLC 0.21% Add +0.7% 1,011 $294K
Midwest Financial Group LLC 0.13% No change 1,011 $293K
Acima Private Wealth, LLC 0.09% No change 1,007 $292K
Maimon Wealth Management LTD. 0.27% — 1,003 $291K
Tradition Wealth Management, LLC 0.02% Add +4.7% 1,003 $291K
Searle & Co. 0.07% No change 1,000 $290K
Cypress Point Wealth Management, LLC 0.06% No change 1,000 $290K
M Wealth Management, LLC 0.25% Add +0.8% 1,000 $290K
Courage Miller Partners, LLC 0.09% No change 998 $290K
Advocate Investing Services LLC 0.26% — 997 $289K
Glassman Wealth Services 0.04% Add +0.3% 997 $289K
ABLE Financial Group, LLC 0.06% Reduce -0.2% 991 $288K
Arvest Bank Trust Division 0.02% Add +8.2% 990 $287K
Marin Bay Wealth Advisors, LLC 0.16% — 987 $286K
Integris Wealth Management, LLC 0.07% Add +40.3% 986 $286K
Clarendon Private LLC 0.24% Add +0.5% 984 $286K
First National Advisers, LLC 0.04% No change 980 $284K
Private Capital Management, LLC 0.03% Add +0.7% 979 $284K
Register Financial Advisors LLC 0.11% Reduce -2.4% 977 $284K
Strategic Financial Planning, Inc. 0.16% No change 975 $283K
Roehl & Yi Investment Advisors, LLC 0.11% New 975 $283K
CCG Wealth Management, LLC 0.12% Reduce -2.3% 974 $283K
Dunhill Financial, LLC 0.09% Reduce -30.6% 973 $282K
Legacy Bridge, LLC 0.11% No change 972 $282K
Integrity Advisory Solutions, LLC 0.04% Add +18.1% 971 $282K
ATLas Financial Planning LLC 0.28% — 970 $282K
Traub Capital Management LLC 0.27% Add +5.6% 968 $281K
Arwa LLC 0.16% — 967 $281K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 965 $280K
Kanawha Capital Management LLC 0.02% Reduce -1.0% 965 $280K
Daybright Advisory Services, Inc. 0.07% — 963 $279K
Summit Asset Management, LLC 0.04% No change 962 $279K
Miller Financial Services LLC 0.33% Add +4.3% 961 $279K
North Capital, Inc. 0.24% Add +0.6% 961 $279K
Axis Wealth Partners, LLC 0.15% Add +8.0% 960 $279K
Evolve Private Wealth, LLC 0.02% — 959 $278K
Lowery Thomas, LLC 0.16% Reduce -38.2% 959 $278K
GSG Advisors LLC 0.07% Add +0.3% 956 $278K
Cardinal Point Capital Management ULC 0.02% New 956 $277K
True Link Financial Advisors, LLC 0.02% New 955 $277K
Centurion Wealth Management LLC 0.06% Reduce -2.6% 954 $277K
Solstein Capital, LLC 0.11% Add +60.3% 949 $276K
BCS Wealth Management 0.03% New 950 $275K
Northwest Wealth Advisors, LLC 0.21% — 948 $275K
Cathy Pareto & Associates, Inc. 0.19% Add +0.7% 947 $275K
Southern Capital Advisors, LLC 0.13% Add +1.1% 945 $274K
Sunbelt Securities, Inc. 0.02% Reduce -4.5% 944 $274K
Northeast Planning Associates, Inc. / NH / 0.19% No change 943 $274K
Financial Advisors Network, Inc. 0.04% Add +4.9% 938 $272K
Astoria Strategic Wealth, Inc. 0.07% Add +1.7% 937 $272K
Klingman & Associates, LLC 0.01% No change 937 $272K
One Wealth Advisors, LLC 0.03% No change 935 $271K
Regimen Wealth, LLC 0.08% Reduce -1.9% 934 $271K
Bay Capital Advisors, LLC 0.16% Reduce -13.1% 931 $270K
RMR Wealth Builders 0.02% Add +18.7% 928 $269K
Compass Financial Group, INC 0.04% Add +3.2% 928 $269K
Cooper Financial Group 0.03% No change 922 $267K
Balanced Wealth Group LLC 0.10% Add +6.0% 911 $267K
Intrepid Financial Planning Group LLC 0.10% Add +16.5% 920 $267K
Enzi Wealth 0.09% Add +1.0% 887 $266K
Petersen Hastings Wealth Advisors Inc. 0.03% — 916 $266K
Steinberganna Wealth Management 0.12% Add +6.0% 913 $265K
Townsend Asset Management Corp. /NC/ 0.09% Add +0.7% 913 $265K
Hubbell Strickland Wealth Management, LLC 0.11% Reduce -3.6% 912 $265K
Tounjian Advisory Partners, LLC 0.09% New 912 $265K
Pekin Hardy Strauss, Inc. 0.02% Add +1.7% 909 $264K
Sunburst Financial Group, LLC 0.05% Add +0.1% 908 $263K
Weaver Consulting Group 0.06% Add +0.1% 907 $263K
Ted Buchan & Co 0.10% Reduce -4.9% 906 $263K
Monument Group Wealth Advisors, LLC 0.14% Add +5.4% 900 $261K
Orleans Capital Management Corp. 0.16% No change 900 $261K
Calton & Associates, Inc. 0.04% Add +0.1% 899 $261K
Balefire, LLC 0.05% Add +3.5% 897 $260K
Team Hewins, LLC 0.08% No change 897 $260K
Ballast Financial Advisors LLC 0.27% — 897 $260K
OakTrust Wealth Advisors, LLC 0.24% — 894 $259K
Horizon Investment Services, LLC 0.09% Reduce -1.9% 892 $259K
Ellsworth Advisors, LLC 0.05% Add +0.5% 859 $259K
Greenfield Savings Bank 0.11% No change 891 $259K
URS Advisory LLC 0.21% — 890 $258K
Corundum Group, Inc. 0.09% No change 890 $258K
First Long Island Investors, LLC 0.02% No change 890 $258K
Denver Wealth Management, Inc. 0.09% Reduce -12.9% 890 $258K
First Pacific Financial 0.03% Add +0.7% 889 $258K
Compass Ion Advisors, LLC 0.02% Reduce -7.3% 888 $258K
Novus Advisors, LLC 0.57% Reduce -0.2% 885 $257K
Barr E S & Co. 0.01% Add +18.0% 885 $257K
Greenleaf Trust 0.00% Add +9.0% 884 $257K
First Financial Bankshares Inc 0.01% Add +14.4% 883 $256K
Tyche Wealth Partners LLC 0.04% Reduce -0.5% 882 $256K
Fiduciary Group, LLC 0.02% Reduce -22.7% 878 $255K
Osborne Partners Capital Management, LLC 0.01% Reduce -11.4% 876 $254K
Compass Financial Services Inc 0.11% Add +0.7% 875 $254K
Midwest Capital Advisors, LLC 0.12% Add +0.3% 875 $254K
Prasad Wealth Partners, LLC 0.07% Add +0.3% 867 $252K
Basso Capital Management, L.P. 0.15% No change 867 $252K
Gibson Wealth Advisors LLC 0.17% No change 866 $251K
Sittner & Nelson, LLC 0.09% Add +0.1% 830 $250K
Strategic Wealth Partners, Ltd. 0.02% Add +15.8% 860 $250K
DB&C Advisors, LLC 0.31% — 860 $250K
Rainier Family Wealth Inc. 0.19% New 859 $249K
Everpar Advisors LLC 0.09% No change 859 $249K
Plotkin Financial Advisors, LLC 0.12% No change 857 $249K
Destination Wealth Management 0.01% Add +21.2% 853 $248K
Saxon Interests, Inc. 0.09% Reduce -52.8% 852 $247K
Sharp Wealth Advisory, LLC 0.12% Reduce -14.7% 850 $247K
Sentry LLC 0.07% No change 850 $247K
Aureum Wealth Management, LLC 0.23% — 849 $246K
Hantz Financial Services, Inc. 0.00% Add +37.6% 849 $246K
Vermillion Wealth Management, Inc. 0.10% Add +0.8% 845 $245K
Trek Financial, LLC 0.01% Reduce -8.9% 841 $244K
Red Mountain Financial, LLC 0.24% New 840 $244K
BostonPremier Wealth LLC 0.12% No change 840 $244K
Valley Brook Capital Group, Inc. 0.16% Add +4.4% 835 $242K
Abner Herrman & Brock LLC 0.02% New 832 $241K
Abacus Planning Group, Inc. 0.03% No change 830 $241K
Passive Capital Management, LLC. 0.08% No change 829 $241K
Obermeyer Wealth Partners 0.01% No change 828 $240K
Strategic Wealth Investment Group, LLC 0.03% Reduce -52.7% 827 $240K
Creegan & Nassoura Financial Group, LLC 0.16% No change 825 $239K
Sound Stewardship, LLC 0.11% Add +0.1% 821 $238K
Flower City Capital 0.12% No change 818 $237K
LPWM LLC 0.06% Add +1.6% 816 $237K
Summit Global Investments 0.01% Add +0.4% 814 $236K
MRWM Advisors, LLC 0.13% No change 811 $235K
Patrick M Sweeney & Associates, Inc. 0.15% Reduce -0.4% 810 $235K
Next Capital Management LLC 0.08% New 808 $234K
Teachers Insurance & Annuity Association of America 0.27% Reduce -2.5% 806 $234K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -20.4% 805 $234K
High Falls Advisors, Inc 0.05% No change 801 $233K
Trillium Asset Management, LLC 0.01% New 801 $232K
Confluence Wealth Services, Inc. 0.01% Add +1.3% 801 $232K
Bantamac Capital, LLC 0.16% No change 800 $232K
LFA - Lugano Financial Advisors SA 0.12% No change 800 $232K
Tradewinds, LLC. 0.06% No change 799 $232K
Wise Wealth Partners 0.33% New 798 $232K
HHM Wealth Advisors, LLC 0.03% Add +2.0% 796 $231K
Godsey & Gibb, Inc. 0.02% Add +9.5% 795 $231K
Barlow Wealth Partners, LLC 0.02% No change 765 $228K
Orrstown Financial Services Inc. 0.04% No change 787 $228K
Ewa, LLC 0.06% New 786 $228K
Middleton & Co. Inc. 0.02% No change 784 $228K
Carret Asset Management, LLC 0.02% Add +1.6% 783 $227K
Prospect Financial Group LLC 0.21% No change 782 $227K
Hudock, Inc. 0.03% Add +0.4% 781 $227K
DecisionPoint Financial, LLC 0.05% Add +71.0% 778 $226K
Lawood & Co. 0.21% — 778 $226K
Financial Life Advisors 0.07% New 778 $226K
Brooklyn FI, LLC 0.05% New 776 $225K
Baldwin Investment Management, LLC 0.03% Add +0.7% 776 $225K
Sensible Money, LLC 0.07% No change 774 $225K
Hengehold Capital Management LLC 0.02% Add +0.3% 773 $224K
C2C Wealth Management, LLC 0.19% No change 772 $224K
Main Management LLC 0.02% Add +68.4% 773 $224K
Towneley Capital Management, Inc / DE 0.05% Add +0.8% 772 $224K
Old North State Wealth Management, LLC 0.11% No change 769 $224K
Waycross Investment Management Co 0.20% New 771 $224K
NavPoint Financial, Inc. 0.10% Add +0.8% 771 $224K
Mattern Capital Management, LLC 0.03% No change 770 $223K
Raab & Moskowitz Asset Management LLC 0.05% No change 769 $223K
Maripau Wealth Management LLC 0.10% New 768 $223K
Rothschild Investment LLC 0.01% Add +9.4% 766 $222K
Carson Advisory Inc. 0.12% Reduce -3.0% 765 $222K
Wallace Capital Management Inc. 0.03% No change 765 $222K
Foster & Motley Inc. 0.01% No change 765 $222K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.3% 764 $222K
Toth Financial Advisory Corp. 0.02% Reduce -16.9% 764 $222K
Benson Wealth Management INC 0.25% — 763 $221K
Bank of Nova Scotia 0.00% No change 759 $220K
Opal Wealth Advisors, LLC 0.06% Add +10.2% 755 $219K
Chilton Investment Co. Inc. 0.00% Reduce -40.5% 755 $219K
Auxano Advisors, LLC 0.04% No change 753 $219K
Brown, Lisle/Cummings, Inc. 0.05% No change 751 $218K
Burns J W & Co. Inc. 0.02% No change 750 $218K
Clark Financial Services Group Inc. 0.12% Add +2.7% 733 $217K
Capital Advisors, Ltd. LLC 0.02% No change 746 $217K
London Co. of Virginia 0.00% Add +1283.3% 747 $217K
WealthTrust Axiom LLC 0.06% No change 746 $216K
Atlatl Advisers LLC 0.08% Reduce -0.1% 745 $216K
Miramontes Capital, LLC 0.07% — 744 $216K
Van Diest Capital, LLC 0.32% — 743 $216K
Burney Co./ 0.01% No change 737 $214K
Capital Advisors Inc. 0.00% Reduce -3.5% 736 $214K
Beaumont Asset Management, L.L.C. 0.11% No change 734 $213K
Violich Capital Management, Inc. 0.02% No change 730 $212K
Strategic Financial Partners, Ltd. 0.09% No change 729 $212K
August Group Capital Ltd 0.23% — 726 $211K
Belleair Asset Management, LLC 0.20% — 726 $211K
Trilogy Capital Inc. 0.01% New 724 $210K
Baker Avenue Asset Management, LP 0.00% New 720 $209K
Noesis Capital Mangement Corp. 0.03% New 720 $209K
Cardiff Park Advisors, LLC 0.02% Add +0.6% 720 $209K
Tolleson Wealth Management, Inc. 0.03% New 719 $209K
Mycio Wealth Partners, LLC 0.04% Add +0.1% 718 $208K
Mechanics Bank Trust Department 0.03% No change 717 $208K
Azimuth Capital Investment Management LLC 0.01% Add +2.1% 715 $208K
Nicholson Wealth Management Group, LLC 0.12% No change 714 $207K
Sunflower Bank, N.A. 0.05% No change 712 $207K
Byrne Asset Management LLC 0.12% No change 710 $206K
Smith Chas P & Associates Pa Cpas 0.01% New 710 $206K
Narwhal Capital Management 0.01% No change 709 $206K
HFG Advisors, Inc. 0.15% Add +1.4% 708 $205K
Spirepoint Private Client, LLC 0.02% No change 708 $205K
Catalina Capital Group, LLC 0.13% No change 707 $205K
Central Valley Advisors, LLC 0.06% No change 707 $205K
CLG LLC 0.05% Add +0.7% 705 $205K
Global Trust Asset Management, LLC 0.08% Add +19.1% 704 $204K
Gray Private Wealth, LLC 0.10% Reduce -3.0% 703 $204K
Fielder Capital Group LLC 0.04% New 702 $204K
Grant Private Wealth Management Inc 0.12% No change 700 $203K
McNamara Financial Services, Inc. 0.04% No change 700 $203K
DF Dent & Co. Inc. 0.00% No change 700 $203K
Riversedge Advisors, LLC 0.03% Reduce -38.8% 699 $203K
626 Financial, LLC 0.09% New 696 $202K
Westwood Wealth Management 0.15% New 696 $202K
Lionshead Wealth Management, LLC 0.15% New 696 $202K
Richardson Capital Management LLC 0.10% Reduce -17.2% 695 $202K
Solidarity Wealth, LLC 0.04% New 694 $201K
Christine Messmer PC 0.13% — 692 $201K
Northern Capital Management, Inc. 0.11% Reduce -8.7% 691 $201K
Valued Retirements, Inc. 0.20% New 691 $200K
Windsor Advisory Group, LLC 0.18% New 687 $199K
United Community Bank 0.07% Add +8.5% 667 $194K
Fairman Group, LLC 0.15% Reduce -25.6% 667 $193K
Morling Financial Advisors, LLC 0.06% Reduce -14.7% 650 $189K
10Elms LLP 0.19% No change 640 $186K
Princeton Global Asset Management LLC 0.03% Reduce -13.5% 639 $185K
C M Bidwell & Associates Ltd. 0.09% Add +0.2% 638 $185K
Rossby Financial, LCC 0.06% Reduce -9.5% 637 $185K
Tompkins Financial Corp. 0.01% No change 632 $183K
Park Place Capital Corp 0.04% Add +0.2% 624 $181K
Orion Capital Management LLC 0.06% Add +0.3% 619 $180K
Red Lighthouse Investment Management, LLC 0.06% No change 613 $178K
Align Financial, LLC 0.10% — 176,965 $177K
Ameriflex Group, Inc. 0.09% Reduce -49.9% 608 $176K
GGM Financial LLC 0.08% Add +112.2% 590 $171K
Dagco, Inc. 0.04% Reduce -3.6% 589 $171K
Rice Partnership, LLC 0.02% Reduce -2.7% 579 $168K
Clean Yield Group 0.05% No change 568 $165K
Realta Investment Advisors 0.05% Add +0.2% 563 $163K
Reyes Financial Architecture, Inc. 0.09% Reduce -2.1% 503 $146K
Cherry Tree Wealth Management, LLC 0.03% No change 499 $145K
Intelligent Financial Strategies 0.07% Add +0.4% 497 $144K
Retirement Wealth Solutions LLC 0.09% Add +60.8% 492 $143K
Colonial Trust Advisors 0.01% Add +0.8% 489 $142K
Sellwood Investment Partners LLC 0.06% Reduce -87.6% 489 $142K
Ceeto Capital Group, LLC 0.04% No change 481 $140K
New Millennium Group LLC 0.06% Reduce -4.0% 482 $140K
Garton & Associates Financial Advisors LLC 0.08% — 480 $139K
Triumph Capital Management 0.03% New 476 $138K
SBI Securities Co., Ltd. 0.00% Add +0.2% 475 $138K
Family CFO Inc 0.06% New 469 $136K
Family Manage LLC 0.02% No change 469 $136K
Millstone Evans Group, LLC 0.08% Add +10.8% 461 $134K
Laurel Wealth Advisors LLC 0.02% New 456 $132K
Halbert Hargrove Global Advisors, LLC 0.01% Add +13.8% 455 $132K
Integrity Financial Corp 0.07% Reduce -76.4% 448 $130K
Richardson Financial Services Inc. 0.04% Add +2.1% 446 $129K
North Ridge Wealth Advisors, Inc. 0.07% No change 440 $128K
Front Row Advisors LLC 0.04% No change 439 $127K
Centennial Bank 0.05% No change 436 $127K
Hollencrest Capital Management 0.00% No change 431 $125K
Hazlett, Burt & Watson, Inc. 0.04% Add +29.6% 425 $123K
Seneschal Advisors, LLC 0.09% No change 415 $120K
Go Invest LLC 0.04% — 413 $120K
Mb, Levis & Associates, LLC 0.05% Reduce -16.8% 407 $118K
Entrust Financial LLC 0.09% — 406 $118K
Ares Financial Consulting, LLC 0.11% — 404 $117K
Breakwater Investment Management 0.04% No change 404 $117K
NWK Group, Inc. 0.04% No change 402 $117K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -0.5% 391 $113K
Birch Capital Management, LLC 0.06% No change 391 $113K
Tucker Asset Management LLC 0.03% Add +21.5% 390 $113K
Provident Wealth Management, LLC 0.03% No change 374 $109K
Cary Street Partners Investment Advisory LLC 0.03% No change 372 $108K
Financial Perspectives, Inc 0.03% Add +8.7% 362 $105K
CVA Family Office, LLC 0.01% Add +0.3% 360 $105K
Bell Investment Advisors, Inc 0.02% No change 352 $102K
Core Alternative Capital 0.03% New 350 $102K
Hilton Head Capital Partners, LLC 0.06% — 348 $101K
Proathlete Wealth Management LLC 0.03% No change 345 $100K
Harbor Asset Planning, Inc. 0.08% Add +0.9% 330 $96K
Estate Planners Group, LLC 0.04% — 328 $95K
Westfuller Advisors, LLC 0.04% Add +0.6% 328 $95K
Key Capital Management, INC 0.09% — 327 $95K
TrustBank 0.04% — 320 $93K
Elevated Capital Advisors, LLC 0.02% New 317 $92K
Maryland Capital Advisors Inc. 0.03% No change 316 $92K
Jessup Wealth Management, Inc 0.03% New 311 $90K
Nemes Rush Group LLC 0.01% Add +18.9% 309 $90K
IMG Wealth Management, Inc. 0.06% Reduce -30.9% 307 $89K
Gladwyn Financial Advisors, Inc. 0.06% Add +1.0% 304 $88K
SWAN Capital LLC 0.03% Add +0.7% 297 $86K
Broadwater Capital Management LLC 0.06% No change 290 $84K
BankPlus Trust Department 0.02% Add +4.0% 286 $83K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 282 $82K
Wealth Preservation Advisors, LLC 0.04% No change 281 $82K
Armstrong Advisory Group, Inc. 0.01% No change 281 $82K
Kozak & Associates, Inc. 0.02% Reduce -8.5% 269 $80K
Chesapeake Asset Management LLC 0.07% New 276 $80K
Redmont Wealth Advisors LLC 0.12% Add +17.0% 275 $80K
Strategic Investment Solutions, Inc. 0.02% No change 274 $80K
Motco 0.01% Add +12.1% 269 $78K
Anfield Capital Management, LLC 0.02% No change 267 $77K
Piedmont Capital Management, LLC 0.05% — 265 $77K
Hanson & Doremus Investment Management 0.01% No change 255 $74K
Morris Financial Concepts, Inc. 0.03% No change 253 $73K
Sawyer & Company, Inc 0.03% Add +4.2% 246 $71K
SRH Advisors, LLC 0.02% No change 245 $71K
Vermillion & White Wealth Management Group, LLC 0.04% No change 242 $70K
Sterling Capital Management LLC 0.00% No change 240 $70K
Arlington Trust Co LLC 0.01% No change 238 $69K
Steigerwald, Gordon & Koch Inc. 0.01% Add +88.1% 237 $69K
Fairscale Capital, LLC 0.04% No change 232 $67K
Bernard Wealth Management Corp. 0.03% No change 225 $65K
Quent Capital, LLC 0.00% Add +12.5% 225 $65K
Global Wealth Strategies & Associates 0.02% Reduce -73.7% 225 $65K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 220 $64K
Hoey Investments, Inc. 0.01% Add +0.9% 219 $64K
Aspect Partners, LLC 0.03% No change 217 $63K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 217 $63K
Basepoint Wealth LLC 0.04% New 203 $59K
Dorato Capital Management 0.04% — 196 $59K
one8zero8, LLC 0.01% No change 202 $59K
Zions Bancorporation, National Association 0.00% Reduce -54.9% 201 $58K
Kingdom Financial Group LLC. 0.02% New 201 $58K
Winch Advisory Services, LLC 0.01% Add +0.5% 200 $58K
Legacies Wealth LLC 0.03% No change 200 $58K
Maseco LLP 0.00% New 196 $57K
Woodard & Co. Asset Management Group Inc. 0.01% Add +95.0% 195 $57K
Insight Inv LLC 0.03% No change 191 $55K
Financial Connections Group, Inc. 0.02% Reduce -6.8% 191 $55K
PFS Partners, LLC 0.03% Add +1.1% 188 $54K
Concord Wealth Partners 0.01% Reduce -38.6% 186 $54K
LRI Investments, LLC 0.00% No change 185 $54K
Running Point Capital Advisors, LLC 0.01% No change 178 $52K
Westend Capital Management, LLC 0.01% No change 175 $51K
YANKCOM Partnership 0.02% Add +64.1% 169 $49K
American Wealth Advisors, LLC 0.05% Add +0.6% 168 $49K
Newton One Investments LLC 0.01% No change 167 $48K
Ankerstar Wealth, LLC 0.05% — 165 $48K
Corsicana & Co. 0.02% No change 153 $44K
ORG Partners LLC 0.01% Add +14.6% 149 $43K
MGB Wealth Management, LLC 0.01% No change 147 $43K
West Paces Advisors Inc. 0.01% Add +1023.1% 146 $42K
Evolution Wealth Management Inc. 0.03% New 144 $42K
Hamilton Point Investment Advisors, LLC 0.01% New 144 $42K
Signature Resources Capital Management, LLC 0.02% No change 141 $41K
Blume Capital Management, Inc. 0.01% No change 139 $40K
Pin Oak Investment Advisors Inc. 0.03% No change 133 $40K
Walsh & Associates, LLC 0.04% — 137 $40K
HighMark Wealth Management LLC 0.02% Add +57.0% 135 $39K
CGC Financial Services, LLC 0.01% No change 132 $38K
Financial Network Wealth Advisors LLC 0.04% Reduce -0.8% 130 $38K
Pillar Financial Advisors, LLC 0.02% No change 127 $37K
ESL Trust Services, LLC 0.01% No change 125 $36K
Archer Investment Corp 0.01% Reduce -35.1% 124 $36K
IFC & Insurance Marketing, Inc. 0.04% — 125 $36K
Ulland Investment Advisors, LLC 0.03% No change 124 $36K
Portfolio Resources Advisor Group, Inc. 0.04% — 124 $36K
Your Advocates Ltd., LLP 0.01% No change 124 $36K
Darwin Wealth Management, LLC 0.01% New 123 $36K
Piscataqua Savings Bank 0.02% No change 122 $35K
Coston, McIsaac & Partners 0.01% No change 121 $35K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $35K
Tripletail Wealth Management, LLC 0.04% No change 120 $35K
Cornerstone Planning Group LLC 0.01% Reduce -95.1% 116 $35K
Pacifica Partners Inc. 0.02% Reduce -69.5% 117 $34K
CNB Bank 0.01% No change 118 $34K
Ogorek Anthony Joseph /NY/ 0.01% No change 119 $34K
Affinity Wealth LLC 0.02% New 114 $33K
Clarity Asset Management, Inc. 0.02% Add +0.9% 111 $32K
Clark Wealth Partners 0.02% No change 109 $31K
Cambient Family Office, LLC 0.00% — 108 $31K
Timmons Wealth Management, LLC 0.03% — 107 $31K
Luken Investment Analytics, LLC 0.01% New 106 $31K
Birchwood Financial Partners, Inc. 0.03% — 104 $30K
Atomic Invest LLC 0.02% — 100 $29K
SJS Investment Consulting Inc. 0.00% Reduce -15.8% 96 $28K
Versant Capital Management, Inc 0.00% Reduce -87.2% 94 $27K
Resources Management Corp. /CT/ 0.00% No change 94 $27K
Greykasell Wealth Strategies, Inc. 0.01% Add +8.1% 93 $27K
New Republic Capital, LLC 0.01% No change 89 $26K
TCTC Holdings, LLC 0.00% No change 88 $26K
Basecamp Wealth Advisors LLC 0.01% — 88 $26K
IMA Advisory Services, Inc. 0.00% No change 88 $26K
Blueline Advisors LLC 0.02% — 83 $24K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $23K
Aventura Private Wealth, LLC 0.01% No change 79 $23K
Colony Family Offices, LLC 0.01% No change 79 $23K
Raleigh Capital Management Inc. 0.01% No change 78 $23K
Trifecta Capital Advisors, LLC 0.00% No change 78 $23K
Ascentis Wealth Management, LLC 0.01% Add +34.5% 74 $22K
Hurley Capital, LLC 0.01% Add +1.4% 73 $21K
Kentucky Trust Co 0.01% No change 71 $21K
Smallwood Wealth Investment Management, LLC 0.01% No change 65 $19K
Reflection Asset Management 0.01% — 63 $18K
Winnacle Wealth LLC 0.01% New 60 $17K
Private Wealth Management Group, LLC 0.00% Add +1375.0% 59 $17K
Van Eck Associates Corp. 0.00% No change 58 $17K
Elyxium Wealth, LLC 0.00% New 54 $16K
Capital Investment Counsel, Inc 0.00% New 54 $16K
Davis Capital Management 0.01% No change 53 $15K
Morton Brown Family Wealth, LLC 0.00% No change 53 $15K
Old Second National Bank of Aurora 0.00% No change 52 $15K
McGuire Capital Advisors Inc. 0.01% — 49 $14K
Exchange Traded Concepts, LLC 0.00% Reduce -34.3% 48 $14K
Sfam, LLC 0.01% — 47 $14K
Thompson Investment Management, Inc. 0.00% No change 45 $13K
Fourth Dimension Wealth, LLC 0.00% Reduce -4.7% 41 $12K
Quaker Wealth Management, LLC 0.00% No change 40 $12K
Provenance Wealth Advisors, LLC 0.00% New 39 $11K
Palouse Capital Management, Inc. 0.01% New 38 $11K
Motiv8 Investments LLC 0.01% New 37 $11K
CFG Wealth Management Services, Inc. 0.01% — 36 $11K
Financial Consulate, Inc. 0.00% Reduce -25.5% 35 $10K
Creative Capital Management Investments LLC 0.00% New 34 $10K
Wallace Hart LLC 0.01% No change 32 $9K
Security National Bank 0.00% Add +433.3% 32 $9K
General Partner, Inc. 0.00% New 29 $8K
Wilkerson Advisory Group LLC 0.00% — 27 $8K
Gen-Wealth Partners Inc 0.00% No change 27 $8K
WPG Advisers, LLC 0.01% Add +38.9% 25 $7K
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% No change 21 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 21 $6K
Cheviot Value Management, LLC 0.00% No change 20 $6K
Hamrick Investment Counsel, llc 0.00% — 20 $6K
Bank & Trust Co 0.00% No change 20 $6K
1 North Wealth Services LLC 0.00% New 20 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $6K
Networth Advisors, LLC 0.00% — 19 $6K
MV Capital Management, Inc. 0.00% No change 18 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 17 $5K
GoalVest Advisory LLC 0.00% New 17 $5K
Avalon Trust Co 0.00% No change 11 $3K
Arvest Investments, Inc. 0.00% No change 11 $3K
BNP Paribas Financial Markets 0.00% Add +1000.0% 11 $3K
Bayban 0.00% — 10 $3K
Viewpoint Capital Management LLC 0.00% No change 9 $3K
Red Tortoise LLC 0.00% New 6 $2K
Rosenberg Matthew Hamilton 0.00% No change 6 $2K
Cedar Mountain Advisors, LLC 0.00% No change 6 $2K
Legacy Wealth Managment, LLC 0.00% Reduce -86.8% 5 $1K
Robbins Farley 0.00% No change 4 $1K
HFM Investment Advisors, LLC 0.00% Add +33.3% 4 $932
Godfrey Financial Associates, Inc. 0.00% — 3 $871
Eukles Asset Management 0.00% No change 2 $580
Brandywine Asset Management, Inc. 0.00% — 1 $296
Imprint Wealth LLC 0.00% No change 1 $290
RHL Group, LLC 0.00% — 1 $290

"% 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.