Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q1 2026 (March 31)
2,401holders +22
108new positions
80sold out
7famous investors
$270.08avg. 13F price*

At the end of Q1 2026, 2,401 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 22 from Q4 2025. 108 opened new positions and 80 sold out. The largest holders were Wells Fargo & Company ($8.0B), Jones Financial Companies LLLP ($7.4B) and Bank of America Corp. ($5.2B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vngrd Mrngstr MD-Cap ETF-Usd
Filed as
VANGUARD INDEX FDS (Q1 2026)
CUSIP
922908629
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,864Q1 2024Q2 2024: 1,886Q2 2024Q3 2024: 1,934Q3 2024Q4 2024: 2,139Q4 2024Q1 2025: 2,127Q1 2025Q2 2025: 2,172Q2 2025Q3 2025: 2,222Q3 2025Q4 2025: 2,379Q4 2025Q1 2026: 2,401Q1 2026Q2 2026: 2,491Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions108$129.5M
Exits80$138.0M

All 13F filers, Q4 2025 → Q1 2026: 35,882,007 shares bought and 9,091,185 shares sold, net +26,790,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,401 holders

Wells Fargo & Company 1.60% Add +3.0% 27,774,784 $8.0B
Jones Financial Companies LLLP 3.57% Add +22.3% 26,272,163 $7.4B
Bank of America Corp. 0.38% Add +0.0% 18,131,075 $5.2B
UBS Group AG 0.68% Add +140.6% 13,399,066 $3.8B
Morgan Stanley 0.15% Add +1.6% 8,634,521 $2.5B
Creative Planning 1.62% Reduce -1.2% 8,310,889 $2.4B
Raymond James Financial Inc. 0.67% Add +5.2% 7,515,492 $2.2B
Northwestern Mutual Wealth Management Co. 1.12% Add +2.1% 6,309,032 $1.8B
Envestnet Asset Management Inc. 0.45% Add +125.5% 5,894,423 $1.7B
US Bancorp \de 1.89% Add +7.3% 5,414,562 $1.6B
LPL Financial LLC 0.27% Add +9.0% 3,577,437 $1.0B
Ameriprise Financial Inc. 0.22% Reduce -5.6% 3,217,572 $924.5M
Moneta Group Investment Advisors LLC 5.37% Add +321.9% 9,946,833 $714.1M
CIBC Bancorp USA Inc. 0.95% — 2,459,597 $703.7M
PNC Financial Services Group, Inc. 0.39% Add +2.4% 2,358,867 $677.4M
Mariner, LLC 0.72% Add +6.3% 2,133,931 $612.8M
JPMorgan Chase & Co. 0.04% Reduce -0.8% 2,120,982 $595.8M
Royal Bank of Canada 0.09% Add +3.0% 1,682,612 $483.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.10% Add +232.8% 1,664,360 $478.0M
Allworth Financial LP 1.79% Add +0.8% 1,532,524 $440.1M
JMG Financial Group, Ltd. 11.04% Add +3.4% 1,396,617 $401.1M
Cetera Investment Advisers 0.42% Add +8.3% 1,384,756 $397.7M
Tiaa-Cref Individual & Institutional Services, LLC 1.52% — 1,374,859 $394.8M
Cerity Partners LLC 0.54% Add +19.2% 1,332,009 $383.5M
Nicholas Hoffman & Company, LLC. 7.86% Add +0.8% 1,185,900 $340.6M
Bank of New York Mellon Corp 0.06% Add +11.8% 1,132,281 $325.2M
HighTower Advisors, LLC 0.33% Add +2.3% 1,086,203 $312.0M
Regions Financial Corp. 1.97% Add +11.7% 1,055,840 $303.2M
Midwest Trust Co 3.68% Add +2.2% 1,027,699 $295.1M
Border to Coast Pensions Partnership Ltd 4.95% Reduce -10.9% 1,018,187 $293.3M
Natixis Advisors, LLC 0.40% Add +20.0% 4,033,067 $289.5M
Commonwealth Equity Services, LLC 0.40% Reduce -3.6% 1,005,627 $288.8M
Goldman Sachs Group Inc. 0.03% Add +9.4% 901,190 $258.8M
Bank of Montreal 0.10% Reduce -6.6% 879,890 $252.7M
Rockefeller Capital Management L.P. 0.41% Add +8.3% 798,721 $229.4M
Beacon Pointe Advisors, LLC 1.13% Add +33.9% 742,197 $213.1M
Osaic Holdings, Inc. 0.31% Reduce -1.0% 732,859 $210.6M
Stifel Financial Corp. 0.19% Add +2.0% 725,600 $208.4M
Clearstead Advisors, LLC 1.86% Add +1.2% 709,749 $203.8M
Baird Financial Group, Inc. 0.28% Add +13.4% 626,685 $180.0M
Fifth Third Bancorp 0.33% Add +46.4% 619,350 $177.9M
Wealthspire Advisors, LLC 1.39% Add +2.7% 618,508 $177.6M
SigFig Wealth Management, LLC 5.18% Add +11.4% 615,408 $176.7M
Pathstone Holdings, LLC 0.68% Add +0.7% 597,960 $171.7M
First Command Advisory Services, Inc. 1.09% Reduce -1.0% 561,597 $161.3M
FMR LLC 0.01% Add +6.5% 557,550 $160.1M
1832 Asset Management L.P. 0.21% Add +1.6% 549,716 $157.9M
MassMutual Private Wealth & Trust, FSB 4.02% Reduce -1.3% 514,389 $147.7M
Corient Private Wealth LP 0.20% Reduce -9.1% 494,879 $140.2M
Joel Isaacson & Co., LLC 4.53% Add +2.1% 475,299 $136.5M
Bleakley Financial Group, LLC 2.12% Add +9.3% 472,704 $135.8M
Truist Financial Corp. 0.18% Reduce -3.4% 463,622 $133.1M
Cullen/Frost Bankers, Inc. 1.44% Add +0.2% 441,989 $126.9M
Invictus Private Wealth, LLC 7.70% Add +2.8% 433,617 $124.5M
Chicago Partners Investment Group LLC 2.77% Add +318.2% 1,616,123 $123.8M
Millburn Ridgefield LLC 2.60% Add +11.0% 421,239 $121.0M
Catalyst Capital Advisors LLC 2.25% Add +11.0% 421,239 $121.0M
Financial Synergies Wealth Advisors, Inc. 10.61% Add +1.1% 387,226 $111.2M
Janney Montgomery Scott LLC 0.27% Reduce -5.6% 384,681 $110.5M
Equitable Holdings, Inc. 0.70% Add +11.1% 375,949 $109.1M
Kestra Advisory Services, LLC 0.40% Add +9.8% 365,964 $105.1M
Merit Financial Group, LLC 0.77% Add +14.5% 358,773 $103.0M
National Philanthropic Trust 1.09% Add +4.0% 356,234 $102.3M
Country Trust Bank 1.94% Add +2.3% 356,121 $102.3M
Waverly Advisors, LLC 0.77% Add +3.5% 355,422 $102.1M
MML Investors Services, LLC 0.27% Reduce -12.6% 335,502 $96.3M
Captrust Financial Advisors 0.17% Add +0.7% 333,471 $95.8M
Mercer Global Advisors Inc. 0.14% Reduce -26.7% 331,136 $95.1M
Cresset Asset Management, LLC 0.41% Reduce -37.7% 329,555 $94.6M
Cambridge Investment Research Advisors, Inc. 0.24% Add +13.9% 327,441 $94.0M
NewEdge Advisors, LLC 0.33% Add +0.2% 315,510 $90.6M
CENTRAL TRUST Co 1.78% Add +5.9% 314,554 $90.3M
Pine Ridge Advisers LLC 6.24% No change 306,122 $87.9M
Nadler Financial Group, Inc. 8.30% Add +4.3% 299,951 $86.1M
Trustmark Bank Trust Department 5.53% Reduce -6.1% 299,831 $86.1M
CBIZ Investment Advisory Services, LLC 3.12% Reduce -52.8% 297,343 $85.4M
Principal Financial Group Inc. 0.05% Add +45.2% 293,738 $84.4M
Capital Asset Advisory Services LLC 3.02% Add +296.3% 1,021,155 $78.7M
&partners 0.38% Add +6.5% 270,338 $77.6M
Assetmark, Inc. 0.16% Reduce -19.0% 269,885 $77.5M
Pittenger & Anderson Inc. 2.98% Reduce -6.6% 261,130 $75.0M
Betterment LLC 0.14% Add +0.2% 258,040 $74.1M
Smithfield Trust Co 3.18% Add +1.1% 254,864 $73.1M
SilverOak Wealth Management LLC 11.52% Add +3.7% 253,783 $72.9M
Associated Banc-Corp 1.93% Add +8.0% 253,498 $72.8M
Performa Ltd (US), LLC 16.21% Add +16.5% 249,449 $71.6M
Schneider Downs Wealth Management Advisors, LP 7.79% Add +1.4% 246,030 $70.7M
Peapack Gladstone Financial Corp. 0.90% Add +0.5% 245,379 $70.5M
PDS Planning, Inc 4.42% Add +2.4% 233,271 $67.0M
Thrivent Financial for Lutherans 0.13% Reduce -0.7% 227,222 $65.2M
DAVENPORT & Co LLC 0.36% Add +15.9% 224,445 $64.5M
Manufacturers Life Insurance Company, The 0.05% Reduce -9.1% 215,385 $61.9M
Private Advisor Group, LLC 0.28% Reduce -5.2% 209,756 $60.2M
Citizens Financial Group Inc. 0.83% Add +3.5% 207,492 $59.6M
AMG National Trust Bank 1.24% Add +16.0% 199,553 $57.3M
Leavell Investment Management, Inc. 2.28% Add +0.7% 193,401 $55.5M
Connecticut Wealth Management, LLC 2.32% Reduce -9.1% 192,964 $55.4M
Steward Partners Investment Advisory, LLC 0.28% Add +9.6% 191,884 $55.1M
Sanctuary Advisors, LLC 0.30% Add +1.9% 191,846 $55.1M
Focus Partners Wealth 0.06% Add +3.6% 199,341 $53.5M
Venture Visionary Partners LLC 1.78% Reduce -16.6% 185,999 $53.4M
New Hampshire Trust 10.34% Add +1.3% 178,603 $51.3M
New York Life Investment Management LLC 0.43% Add +9.2% 176,926 $50.8M
CX Institutional 1.55% Reduce -30.3% 176,404 $50.7M
Bear Mountain Capital, Inc. 15.22% Add +4.9% 164,192 $50.6M
Riverpoint Wealth Management Holdings, LLC 10.68% Add +1.5% 174,767 $50.2M
Northwest Quadrant Wealth Management, LLC 10.35% Reduce -1.4% 173,409 $49.8M
Center for Financial Planning, Inc. 5.03% Add +1.7% 167,789 $48.2M
Cutler Investment Counsel LLC 4.77% Reduce -0.2% 161,267 $46.3M
Lido Advisors, LLC 0.18% Add +13.3% 159,510 $45.8M
BlackRock, Inc. 0.00% Add +52.0% 158,461 $45.5M
BLB&B Advisors, LLC 1.88% Reduce -1.6% 158,306 $45.5M
Arkansas Financial Group, Inc. 6.32% Add +0.5% 151,801 $45.3M
TCV Trust & Wealth Management, Inc. 3.77% Reduce -0.4% 156,490 $44.9M
First Manhattan Co. Llc. 0.12% Add +12.7% 156,396 $44.9M
Farther Finance Advisors, LLC 0.42% Add +55.9% 152,325 $44.0M
NewEdge Wealth, LLC 0.52% Reduce -0.2% 152,502 $43.8M
Wealth Enhancement Advisory Services, LLC 0.10% Reduce -34.5% 149,324 $43.3M
Oppenheimer Asset Management Inc. 0.49% Reduce -40.7% 149,604 $43.0M
Wesbanco Bank Inc. 1.19% Add +5.3% 149,322 $42.9M
Heartwood Wealth Advisors LLC 3.73% Add +6.1% 148,780 $42.7M
Founders Financial Securities LLC 2.41% Add +2.8% 143,176 $42.7M
Pathway Financial Advisors LLC 5.28% Add +3.0% 147,086 $42.6M
Larson Financial Group LLC 1.37% Reduce -20.3% 148,480 $42.6M
Stephens Inc. 0.53% Add +6.6% 148,085 $42.5M
Apella Capital, LLC 0.63% Add +1.7% 137,563 $42.2M
Nicolet Bankshares Inc. 1.53% Add +1132.4% 144,092 $41.6M
Wealthquest Corp 2.94% Add +2.8% 144,354 $41.5M
BOK Financial Private Wealth, Inc. 2.49% Reduce -1.5% 143,631 $41.2M
Perkins Coie Trust Co 7.91% Add +0.9% 143,333 $41.2M
Ballast, Inc. 9.36% Add +2.1% 140,974 $40.5M
Fidato Wealth LLC 26.15% Add +1.3% 140,240 $40.3M
Glenmede Trust Co. NA 0.20% Reduce -2.2% 138,420 $39.8M
DT Investment Partners, LLC 3.30% Add +5.0% 138,159 $39.7M
Blair William & Co. 0.11% Add +6.6% 137,341 $39.4M
Ashton Thomas Private Wealth, LLC 0.93% Add +4.1% 136,303 $39.1M
MAI Capital Management 0.22% Add +5.2% 134,105 $38.5M
Northern Trust Corp. 0.01% Reduce -0.4% 133,777 $38.4M
Fulcrum Capital LLC 8.25% Reduce -2.5% 132,375 $38.0M
IFC Advisors LLC 5.39% Reduce -0.4% 131,097 $37.6M
SP Asset Management LLC 3.32% Add +2.4% 130,890 $37.6M
Enclave Advisors LLC 5.34% Add +9.6% 130,532 $37.5M
Marquette Asset Management, LLC 5.58% Add +0.8% 129,447 $37.2M
Arax Advisory Partners 1.04% Reduce -28.1% 128,742 $37.0M
Summit Financial, LLC 0.47% Add +12.7% 127,839 $36.7M
Vestmark Advisory Solutions, Inc. 0.40% Add +33.2% 126,900 $36.4M
TL Private Wealth 14.25% Reduce -2.7% 121,677 $36.1M
GenTrust, LLC 1.54% Add +3.0% 125,083 $35.9M
Pinnacle Financial Partners, Inc. 0.27% Reduce -5.8% 124,320 $35.7M
Shufro Rose & Co. LLC 2.43% Add +6.2% 123,931 $35.6M
Bouchey Financial Group, Ltd. 2.58% Add +1.5% 118,112 $35.2M
Conrad Siegel Investment Advisors, Inc. 6.36% Add +2.7% 122,630 $35.2M
Agf Management Ltd. 0.16% Reduce -0.5% 121,876 $35.0M
American Trust 3.03% Add +0.3% 119,379 $34.3M
Mitchell McLeod Pugh & Williams Inc. 4.93% Add +6.7% 116,327 $33.4M
Wealthspire Retirement, LLC 2.00% Add +7.2% 116,309 $33.4M
Prosperity Consulting Group, LLC 1.46% Add +2.1% 114,341 $32.8M
HB Wealth Management, LLC 0.21% Reduce -1.8% 113,646 $32.6M
Consolidated Portfolio Review Corp 2.95% No change 112,404 $32.3M
Blankinship & Foster, LLC 7.12% Add +1.6% 112,124 $32.2M
Brown Advisory Inc. 0.05% Reduce -1.5% 109,551 $31.5M
Whittier Trust Co. 0.35% Add +0.7% 107,478 $31.3M
Cranbrook Wealth Management, LLC 6.31% Add +0.3% 108,081 $31.0M
D.A. Davidson & Co. 0.19% Reduce -0.1% 107,724 $30.9M
Cary Street Partners Financial LLC 0.76% Add +77.6% 106,434 $30.6M
TRB Wealth Management, LLC 4.33% — 106,033 $30.5M
TD Private Client Wealth LLC 0.63% Add +8.9% 105,782 $30.4M
Franklin Resources Inc. 0.01% Add +109.0% 105,414 $30.3M
Searcy Financial Services Inc. 10.82% Add +3.0% 101,588 $29.2M
ProVise Management Group, LLC 2.08% Add +1.4% 100,838 $29.0M
Bokf, NA 0.44% Add +14.3% 100,708 $28.9M
Advantage Trust Co 12.72% Reduce -4.5% 98,810 $28.4M
Integrated Wealth Concepts LLC 0.23% Add +29.4% 98,664 $28.3M
Procyon Advisors, LLC 1.39% Reduce -1.6% 98,652 $28.3M
Woodmont Investment Counsel LLC 1.72% Add +2.8% 97,156 $27.9M
OneDigital Investment Advisors LLC 0.27% Add +4.8% 96,343 $27.7M
BCK Partners, Inc. 14.91% Add +1.2% 96,187 $27.6M
Round Rock Advisors LLC 4.22% Add +1.3% 95,957 $27.6M
Integrated Capital Management, LLC 11.41% Add +39.5% 94,222 $27.1M
Zhang Financial LLC 0.93% Add +1.8% 93,967 $27.0M
St Germain D J Co. Inc. 1.05% Reduce -0.9% 92,791 $26.6M
Wolff Financial Management LLC 5.81% Add +2.9% 91,482 $26.3M
Pure Financial Advisors, LLC 0.38% Add +0.1% 90,740 $26.1M
Pacific Center for Financial Services 6.57% Reduce -2.1% 90,146 $25.9M
Elevation Point Wealth Partners, LLC 0.61% Add +6.7% 89,910 $25.8M
Phillips Financial Management, LLC 1.86% Reduce -11.6% 89,427 $25.7M
Huntington National Bank 0.19% New 88,701 $25.5M
Glenview Trust Co 0.40% Add +0.2% 88,539 $25.4M
Facet Wealth, Inc. 0.44% Add +8.4% 88,471 $25.4M
Cornerstone Advisory, LLC 2.40% Add +7.1% 88,193 $25.3M
Trust Co of the South 4.05% Reduce -5.1% 87,750 $25.2M
Callan Family Office, LLC 0.57% Reduce -1.1% 87,720 $25.2M
Tiaa Trust, National Association 1.52% Reduce -94.2% 87,154 $25.0M
Cwm, LLC 0.06% Add +0.7% 85,391 $24.5M
Tectonic Advisors LLC 1.28% Add +1.4% 84,571 $24.3M
Mesirow Financial Investment Management, Inc. 0.39% Add +12.2% 84,386 $24.2M
SHP Wealth Management 1.81% Add +5.5% 83,709 $24.0M
American Financial Advisors, LLC 3.18% Reduce -0.6% 82,968 $23.8M
Grey Fox Wealth Advisors, LLC 4.56% Add +9.8% 82,268 $23.6M
Commerce Bank 0.11% Add +63.0% 80,403 $23.1M
Condor Capital Management 1.93% Add +0.3% 80,384 $23.1M
Marietta Wealth Management, LLC 2.74% Add +1.8% 80,144 $23.0M
GeoWealth Management, LLC 0.83% Add +1.4% 80,082 $23.0M
William Mack & Associates, Inc. 13.01% Reduce -4.1% 79,241 $22.8M
Meridian Wealth Advisors, LLC 2.98% Add +27.5% 78,552 $22.6M
Mason & Associates, LLC 5.14% Add +1.9% 78,207 $22.5M
Gratus Wealth Advisors, LLC 3.22% Add +94.2% 77,424 $22.2M
Arrow Financial Corp 2.23% Reduce -19.3% 77,065 $22.1M
Coldstream Capital Management Inc. 0.27% Reduce -1.4% 76,855 $22.1M
Quantinno Capital Management LP 0.04% Add +18.7% 76,558 $22.0M
FIDELIS iM, LLC 8.21% Add +3.5% 75,561 $21.7M
Northeast Investment Management 0.90% Add +3.8% 75,379 $21.6M
Grant Street Asset Management, Inc. 4.14% Add +4.1% 74,895 $21.5M
Whittier Trust Co. of Nevada Inc. 0.44% Add +0.3% 73,752 $21.5M
Simmons Bank 1.42% Reduce -0.2% 73,772 $21.2M
Montag A & Associates Inc. 0.99% Add +4.1% 73,732 $21.2M
Bridges Investment Management Inc. 0.29% Add +9.2% 73,709 $21.2M
Prudent Investors Network, Inc. 4.56% Add +4.5% 72,986 $21.0M
Kestra Private Wealth Services, LLC 0.26% Add +6.3% 72,761 $20.9M
Buck Wealth Strategies, LLC 2.51% Add +2.7% 70,754 $20.3M
Exencial Wealth Advisors, LLC 0.63% Reduce -0.6% 70,554 $20.3M
Horizon Investments, LLC 0.23% Add +108.5% 281,856 $20.2M
Twele Capital Management, Inc. 3.60% Add +0.8% 70,303 $20.2M
Jefferies Financial Group Inc. 0.25% New 70,000 $20.1M
Salem Investment Counselors Inc. 0.59% Reduce -0.3% 69,879 $20.1M
Oppenheimer & Co. Inc. 0.24% Add +8.2% 69,834 $20.1M
Sage Rhino Capital LLC 3.72% Reduce -0.9% 69,315 $19.9M
Ballentine Partners, LLC 0.28% Add +6.0% 69,298 $19.9M
Wellington Grp LLC 6.11% Add +13.5% 69,082 $19.8M
First Horizon Corp. 0.83% Add +354.5% 68,954 $19.8M
World Investment Advisors 0.32% Add +5.0% 68,163 $19.6M
Bessemer Group Inc. 0.03% Reduce -0.4% 68,127 $19.6M
Benjamin Edwards Inc. 0.19% Add +1.6% 67,917 $19.5M
Transamerica Financial Advisors, LLC 1.65% Reduce -8.8% 67,444 $19.4M
Veracity Capital LLC 6.83% Reduce -10.4% 66,545 $19.1M
Visionary Wealth Advisors 0.84% Add +0.1% 65,863 $18.9M
Intrust Bank NA 1.54% Reduce -1.9% 65,782 $18.9M
RTD Financial Advisors, Inc. 2.29% Reduce -0.1% 64,983 $18.7M
Burling Wealth Partners, LLC 2.99% Reduce -7.5% 64,389 $18.5M
Carnegie Investment Counsel 0.36% Add +22.9% 64,366 $18.5M
Modera Wealth Management, LLC 0.22% Reduce -7.0% 64,293 $18.5M
Crestwood Advisors Group, LLC 0.31% Add +104.9% 64,185 $18.4M
Southern Michigan Bank & Trust 7.07% — 64,157 $18.4M
Berkshire Asset Management LLC 0.79% Add +0.2% 64,074 $18.4M
Goldstone Financial Group, LLC 1.99% Add +15.1% 64,025 $18.4M
Great Valley Advisor Group, Inc. 0.33% Add +0.8% 63,849 $18.3M
Sage Financial Group Inc. 1.19% Add +5.2% 63,826 $18.3M
Independent Advisor Alliance 0.20% Add +2662.3% 63,810 $18.3M
Alliancebernstein L.P. 0.01% Add +2.7% 63,071 $18.3M
Schroder Investment Management Group 0.01% Add +4.6% 63,721 $18.3M
Serenity Investment Advisors 8.53% Add +336.7% 233,540 $18.2M
Next Level Wealth Planning, LLC 9.35% Add +2.7% 63,394 $18.2M
Single Point Partners, LLC 3.62% Reduce -0.4% 63,373 $18.2M
AdvisorNet Financial, Inc 0.93% Add +5.5% 62,756 $18.0M
Concurrent Investment Advisors, LLC 0.20% Add +2.2% 62,392 $17.9M
Choreo, LLC 0.22% Add +2.0% 62,050 $17.8M
Sandy Cove Advisors, LLC 5.28% Reduce -0.0% 61,459 $17.6M
Wedmont Private Capital 0.57% Add +7.2% 59,116 $17.6M
AJ Advisors, LLC 6.53% Add +3.6% 61,318 $17.6M
Crane Advisory, LLC 2.63% Reduce -0.4% 58,103 $17.6M
RFG Holdings, Inc. 4.41% Add +87.6% 60,987 $17.5M
Tribridge Partners Financial LLC 7.22% Add +3.7% 60,187 $17.5M
Praetorian Wealth Management, Inc. 3.31% Add +1.0% 58,438 $17.4M
Equity Wealth Partners, LLC 11.27% Add +6.9% 60,706 $17.4M
Sagespring Wealth Partners, LLC 0.32% Reduce -5.0% 60,276 $17.3M
Aspire Capital Advisors LLC 3.89% Add +63.5% 60,123 $17.3M
Harbour Investments, Inc. 0.27% Add +50.7% 59,963 $17.2M
Hillman Co. 6.67% No change 59,730 $17.2M
Caprock Group, LLC 0.41% Add +2.3% 59,508 $17.1M
Cordgrass Capital Advisors, LLC 3.99% Add +5.3% 59,394 $17.1M
Heritage Investors Management Corp. 0.51% Reduce -2.9% 58,327 $16.8M
McIlrath & Eck, LLC 1.26% Reduce -33.6% 58,175 $16.7M
NORTHSTAR ASSET MANAGEMENT Co 3.74% Add +0.2% 58,009 $16.7M
Investments & Financial Planning, LLC 9.05% Add +1.0% 57,866 $16.6M
Asset Management Group, Inc. 2.67% Add +12.4% 57,544 $16.5M
DORVAL Corp 5.12% Add +1.1% 57,494 $16.5M
Sylvest Advisors, LLC 8.74% Add +1.2% 57,244 $16.4M
Napier Financial, LLC 3.77% Add +0.9% 57,182 $16.4M
Riverview Capital Advisers, LLC 5.47% Add +4.4% 57,029 $16.4M
Sierra Capital LLC 1.78% Reduce -1.1% 57,025 $16.4M
Cahill Financial Advisors Inc. 1.76% Add +4.9% 56,636 $16.3M
EnRich Financial Partners LLC 4.29% Add +2.6% 56,367 $16.2M
Field & Main Bank 4.66% Add +6.3% 55,822 $16.0M
Argent Trust Co 0.54% Add +59.8% 55,790 $16.0M
Towerpoint Wealth, LLC 6.46% Add +1.2% 55,782 $16.0M
Parallel Advisors, LLC 0.29% Add +0.6% 55,429 $15.9M
Fiducient Advisors LLC 2.08% Add +3.2% 55,286 $15.9M
James J. Burns & Company, LLC 2.14% Add +4.2% 55,011 $15.8M
Wealthcare Advisory Partners LLC 0.30% Add +0.7% 54,510 $15.7M
Brand Asset Management Group, Inc. 4.04% Add +0.3% 54,114 $15.5M
Smith & Howard Wealth Management, LLC 3.35% Add +9.8% 53,967 $15.5M
Core Wealth Advisors, Inc. 3.69% Add +2.4% 53,861 $15.5M
Scott Capital Advisors, LLC 3.13% Add +0.6% 51,980 $15.4M
TriaGen Wealth Management LLC 4.21% Add +1.4% 53,653 $15.4M
New Insight Wealth Advisors 5.47% Reduce -1.2% 53,142 $15.3M
Prospera Financial Services Inc 0.25% Add +0.6% 53,051 $15.3M
jvl associates llc 5.10% Reduce -0.9% 52,965 $15.2M
Patriot Investment Management Group, Inc. 0.97% Reduce -0.2% 52,913 $15.2M
AQR Capital Management 0.01% Add +13.9% 53,929 $15.2M
Allen Wealth Management, LLC 7.52% Add +17.2% 52,316 $15.0M
AlphaCore Capital LLC 0.36% Reduce -10.9% 52,304 $15.0M
James Reed Financial Services, Inc. 12.97% Reduce -3.7% 52,181 $15.0M
Principal Securities, Inc. 0.22% Add +17.4% 51,940 $14.9M
Roof Eidam Maycock Peralta, LLC 3.41% Add +4.6% 51,818 $14.9M
O'shaughnessy Asset Management, LLC 0.07% Add +8.0% 51,778 $14.9M
Jackson, Grant Investment Advisers, Inc. 4.95% Add +1.3% 51,664 $14.8M
Stratos Wealth Advisors, LLC 0.91% Reduce -32.2% 51,519 $14.8M
First National Bank Sioux Falls 3.99% Add +5.1% 48,158 $14.6M
Fee-Only Financial Planning, L.C. 8.75% Reduce -0.4% 50,451 $14.5M
Ameritas Advisory Services, LLC 0.56% Add +22.2% 50,409 $14.5M
Tarbox Family Office, Inc. 2.34% Reduce -5.5% 50,251 $14.4M
JNBA Financial Advisors 1.20% Reduce -0.8% 49,982 $14.4M
Belpointe Asset Management LLC 0.52% Add +5.0% 49,901 $14.3M
Nations Financial Group Inc, /Ia/ 0.73% Add +2.6% 49,414 $14.2M
Advisory Services Network, LLC 0.19% Add +25.3% 49,409 $14.2M
Avion Wealth 2.92% Add +9.8% 49,233 $14.1M
Fidelis Capital Partners, LLC 1.01% Reduce -2.8% 49,151 $14.1M
Freedom Financial Partners LLC 5.01% Add +4.3% 49,017 $14.1M
Staley Capital Advisers Inc. 0.60% Add +1.0% 48,966 $14.1M
CoreCap Advisors, LLC 0.48% Add +9.4% 48,870 $14.0M
Whelan Financial 4.34% Add +4.5% 48,645 $14.0M
Somnio Financial Group, LLC 9.15% Add +2.4% 48,480 $13.9M
Financial Futures Ltd Liability Co. 6.10% Add +7.3% 48,386 $13.9M
Aries Wealth Management 3.02% Add +7.5% 47,854 $13.7M
ForthRight Wealth Management, LLC 3.87% Add +0.8% 47,448 $13.6M
Patriot Financial Group Insurance Agency, LLC 0.77% Add +100.3% 47,362 $13.6M
Avidian Wealth Enterprises, LLC 0.43% Reduce -1.6% 47,154 $13.5M
Fortis Capital Advisors, LLC 1.76% Add +5.3% 46,917 $13.5M
Pinnacle Associates Ltd. 0.17% Add +0.0% 46,882 $13.5M
Roundview Capital LLC 0.84% Add +3.4% 46,786 $13.4M
Hall Capital Management Co. Inc. 4.76% Add +309.1% 172,394 $13.3M
Fortitude Family Office, LLC 2.99% Add +10.8% 46,276 $13.3M
Acropolis Investment Management, LLC 0.58% Reduce -0.4% 46,048 $13.2M
Wheelhouse Advisory Group LLC 4.38% Add +2.8% 45,998 $13.2M
CPA Asset Management Group, LLC 4.42% Add +23.7% 45,846 $13.2M
Forum Private Client Group LLC 4.38% Add +11.3% 45,622 $13.1M
Gibraltar Capital Management, Inc. 2.26% Add +6.8% 45,657 $13.1M
Zuckerman Investment Group, LLC 1.23% Add +6.3% 45,294 $13.0M
EP Wealth Advisors, LLC 0.06% Add +18.5% 45,211 $13.0M
Central Valley Advisors, LLC 3.52% Add +6258.1% 44,952 $12.9M
Advyzon Investment Management, LLC 1.15% Reduce -0.0% 44,845 $12.9M
Pearl Planning LLC 6.78% Add +5.7% 44,153 $12.7M
HUB Investment Partners, LLC 0.31% Reduce -9.2% 44,125 $12.7M
Avior Wealth Management, LLC 0.36% Reduce -16.4% 46,048 $12.7M
Ironsides Asset Advisors, LLC 3.16% Add +1.8% 43,920 $12.6M
Texas Yale Capital Corp. 0.35% Add +0.4% 43,421 $12.5M
Black Diamond Financial, LLC 1.35% Add +0.1% 43,150 $12.4M
Forvis Mazars Wealth Advisors, LLC 0.23% Reduce -3.0% 43,109 $12.4M
Diversify Wealth Management, LLC 0.22% Add +303.7% 162,359 $12.3M
Rossmore Private Capital 1.08% Reduce -1.9% 42,818 $12.3M
Manning & Napier Advisors LLC 0.17% Add +15.8% 42,758 $12.3M
LBMC Investment Advisors, LLC 0.75% Reduce -3.6% 42,739 $12.3M
Eagle Strategies LLC 1.46% Add +226.4% 42,651 $12.2M
Beirne Wealth Consulting Services, LLC 3.43% Add +19.4% 42,278 $12.1M
Kingsview Wealth Management, LLC 0.17% Reduce -0.4% 42,248 $12.1M
Texas Capital Bank Wealth Management Services Inc 0.72% Add +15.8% 42,178 $12.1M
Ancora Advisors LLC 0.26% Add +0.3% 42,005 $12.1M
Gill Capital Partners, LLC 3.46% Add +4.4% 41,902 $12.0M
4Thought Financial Group Inc. 5.92% Reduce -0.9% 41,677 $12.0M
JDM Financial Group LLC 4.59% Add +2.0% 84,539 $11.9M
VSM Wealth Advisory, LLC 3.54% Add +0.3% 41,275 $11.9M
Gateway Wealth Partners, LLC 0.46% Add +3225.4% 41,268 $11.9M
Cozad Asset Management Inc. 0.93% Add +0.4% 41,219 $11.8M
Koenig Investment Advisory, LLC 10.05% Reduce -0.3% 41,200 $11.8M
BTG Pactual Asset Management US LLC 1.16% Reduce -10.0% 40,926 $11.8M
Arkadios Wealth Advisors 0.19% Add +4.2% 40,686 $11.7M
Noble Family Wealth, LLC 2.41% Add +0.4% 40,652 $11.7M
Mustico Financial Group, Inc. 8.14% Add +322.9% 144,415 $11.7M
Coastline Complete Wealth LLC 7.13% Add +9.7% 40,062 $11.5M
Bailard, Inc. 0.26% Reduce -0.4% 39,868 $11.4M
Capital Planning LLC 3.72% Add +16.3% 39,856 $11.4M
Arkos Global Advisors 1.43% Reduce -0.8% 39,708 $11.4M
Milestone Investment Advisors LLC 2.74% Add +15.3% 39,499 $11.3M
Savant Capital, LLC 0.05% Add +1.9% 39,431 $11.3M
Alliance Wealth Advisors, LLC 5.34% Add +12.8% 39,355 $11.3M
Petredis Investment Advisors LLC 0.92% Add +0.2% 39,273 $11.3M
Mgo One Seven LLC 0.23% Add +8.4% 39,116 $11.2M
Councilor Wealth, LLC 5.45% Add +4.5% 39,088 $11.2M
Vanguard National Trust Co 0.70% — 38,970 $11.2M
First Bancorp, Inc 5.56% Add +2.1% 38,968 $11.2M
Horizons Wealth Management 7.40% Add +0.7% 38,722 $11.1M
Stratos Wealth Partners, LTD. 0.13% Reduce -1.5% 38,673 $11.1M
Parr McKnight Wealth Management Group, LLC 1.45% Add +3.2% 38,511 $11.1M
Ruggaard & Associates LLC 4.37% Reduce -0.5% 38,395 $11.0M
Bank of New Hampshire 2.51% Reduce -1.0% 38,272 $11.0M
MOR Wealth Management, LLC 5.01% Reduce -0.1% 38,009 $10.9M
Whitegate Investment Counselors, Inc. 3.44% Reduce -0.0% 37,715 $10.8M
Anderson Hoagland & Co. 0.93% Reduce -3.9% 37,545 $10.8M
David Kennon Inc 3.87% Add +1.6% 37,537 $10.8M
Addis & Hill, Inc 6.55% Add +2.0% 37,516 $10.8M
Titleist Asset Management, LLC 0.80% Add +4.4% 36,894 $10.6M
Greenbush Financial Group, LLC 3.50% Add +5.3% 36,781 $10.6M
Cedar Point Capital Partners, LLC 6.85% New 36,697 $10.5M
Advisor OS, LLC 0.76% Add +18.8% 36,365 $10.4M
Drive Wealth Management, LLC 2.20% Add +3.6% 36,324 $10.4M
F/m Investments LLC 0.69% Reduce -15.6% 36,261 $10.4M
Valmark Advisers, Inc. 0.12% Add +2.8% 36,046 $10.4M
Red Wave Investments LLC 3.08% Reduce -5.3% 35,842 $10.3M
Beacon Financial Strategies CORP 5.80% Add +0.1% 35,594 $10.2M
Sfm, LLC 6.17% Add +5.5% 35,573 $10.2M
Uptown Financial Advisors LLC 8.23% Add +11.1% 35,450 $10.2M
Johnson Investment Counsel Inc. 0.08% Add +15.2% 35,437 $10.2M
Daner Wealth Management, LLC 5.97% Add +295.7% 131,587 $10.2M
Legend Financial Advisors, Inc. 6.55% Add +19.7% 35,354 $10.2M
Beam Wealth Advisors, Inc. 2.52% Add +6.6% 35,260 $10.1M
IF Advisors, LLC 7.15% Add +10.1% 35,213 $10.1M
Financial Management Professionals, Inc. 1.13% Add +4.2% 35,083 $10.1M
O'Connor Financial Group LLC 4.10% Add +0.1% 34,861 $10.0M
Consilio Wealth Advisors, LLC 2.92% Reduce -4.3% 34,854 $10.0M
Ethos Financial Group, LLC 0.73% Add +11.9% 35,575 $10.0M
Adelphi Trust Co 8.13% Add +10.0% 34,778 $10.0M
Canandaigua National Corp. 0.88% — 34,364 $9.9M
Prosperitas Financial LLC 3.68% Add +0.8% 34,350 $9.9M
Silverleafe Capital Partners, LLC 2.96% Add +15.8% 34,253 $9.8M
Legacy Wealth Partners, LLC 2.46% Add +3.0% 34,178 $9.8M
Daymark Wealth Partners, LLC 0.31% Add +0.3% 34,045 $9.8M
McClarren Financial Advisors, Inc. 5.74% Reduce -14.6% 33,769 $9.7M
Keybank National Association 0.04% Add +6.7% 33,739 $9.7M
First United Bank & Trust 3.15% Add +40.0% 33,736 $9.7M
Rooted Wealth Advisors, Inc. 2.55% Add +244.5% 125,730 $9.7M
Fort Point Capital Partners LLC 1.27% Reduce -9.8% 33,664 $9.7M
TrueWealth Financial Partners 3.85% New 33,597 $9.6M
MJP Associates Inc. 1.17% Add +10.2% 33,578 $9.6M
Mutual Advisors, LLC 0.21% Add +37.2% 33,487 $9.6M
Gemmer Asset Management LLC 0.76% Reduce -2.8% 33,418 $9.6M
Dakota Wealth Management 0.21% Reduce -0.3% 33,268 $9.6M
TD Capital Management LLC 0.86% Reduce -0.3% 33,232 $9.5M
Houlihan Financial Resource Group, Ltd. 3.71% Add +0.5% 33,131 $9.5M
Curi Capital, LLC 0.17% Reduce -1.1% 32,867 $9.4M
Lowe Brockenbrough & Co. Inc. 0.47% Reduce -7.6% 32,816 $9.4M
GFS Advisors, LLC 0.61% Reduce -0.5% 32,775 $9.4M
Howe & Rusling Inc. 0.61% Add +4.0% 32,717 $9.4M
GreatBanc Trust CO 6.57% Reduce -1.3% 32,672 $9.4M
Park Avenue Securities LLC 0.07% Add +8.1% 32,439 $9.3M
Summit Trail Advisors, LLC 0.13% Add +1692.9% 32,273 $9.3M
CRA Financial Services, LLC 1.20% Reduce -5.1% 32,272 $9.3M
Wealth Science Advisors LLC 5.21% No change 31,925 $9.3M
STAR Financial Bank 4.37% Add +121.3% 32,250 $9.3M
Elevation Wealth Partners, LLC 3.32% Reduce -0.6% 32,242 $9.3M
Caldwell Trust Co 0.83% Add +0.8% 32,227 $9.3M
Manchester Capital Management LLC 1.32% Reduce -3.9% 31,987 $9.2M
Chesley Taft & Associates LLC 0.38% Add +2.5% 31,971 $9.2M
First National Bank of Omaha 0.28% Add +7.5% 32,191 $9.1M
Operose Advisors LLC 2.12% Reduce -12.5% 31,836 $9.1M
Warner Financial, Inc. 3.12% Add +0.7% 31,650 $9.1M
XML Financial, LLC 0.72% Add +8.8% 31,200 $9.0M
1900 Wealth Management LLC 0.57% Add +7.3% 31,024 $8.9M
KFA Private Wealth Group, LLC 2.14% Reduce -1.4% 31,002 $8.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.79% Reduce -1.4% 30,907 $8.9M
Alliance Private Wealth, LLC 3.19% Add +1.2% 30,904 $8.9M
Retirement Management Systems Inc. 2.13% Add +19.6% 30,809 $8.8M
Sapient Capital LLC 0.13% Add +21.3% 30,516 $8.8M
Keyvantage Wealth, LLC 3.85% Add +0.7% 30,432 $8.7M
Evermay Wealth Management LLC 0.97% Reduce -3.8% 30,405 $8.7M
Principle Wealth Partners LLC 0.50% Reduce -3.6% 30,258 $8.7M
McNaughton Wealth Management, LLC 3.59% Reduce -2.1% 30,205 $8.7M
OneAscent Financial Services LLC 0.47% Add +19.1% 30,116 $8.6M
Cordoba Advisory Partners LLC 2.37% Add +6.6% 29,764 $8.6M
Sowell Financial Services LLC 0.32% Add +1.5% 29,828 $8.6M
Sagace Wealth Management LLC 5.80% Reduce -0.2% 29,806 $8.6M
Verus Financial Partners, Inc. 0.77% Reduce -1.8% 28,208 $8.5M
Gladstone Institutional Advisory LLC 0.32% Add +2.7% 29,711 $8.5M
Bradley Foster & Sargent Inc. 0.13% Add +2.2% 29,561 $8.5M
Bridgewealth Advisory Group, LLC 1.76% Add +9.6% 29,523 $8.5M
Fiduciary Advisors, Inc. 6.36% Add +2.9% 29,462 $8.5M
Gotham Asset Management 0.03% Add +46.2% 29,428 $8.5M
Renaissance Technologies 0.01% Add +478.7% 29,400 $8.4M
Accredited Investors Inc. 0.45% Add +0.3% 29,308 $8.4M
Private Wealth Asset Management, LLC 0.89% Reduce -3.5% 29,127 $8.4M
Destiny Wealth Partners, LLC 0.91% Add +133.0% 29,038 $8.3M
KTF Investments, LLC 1.42% Reduce -1.6% 28,850 $8.3M
Headinvest, LLC 1.70% Add +1.3% 28,787 $8.3M
United Bank 1.06% Reduce -1.7% 28,784 $8.3M
Sigma Planning Corp 0.23% Add +5.8% 28,775 $8.3M
Horizon Family Wealth, Inc. 4.35% Reduce -4.0% 28,672 $8.2M
Envision Financial LLC 4.43% Add +0.9% 28,658 $8.2M
Composition Wealth, LLC 0.11% Add +19.3% 28,656 $8.2M
Baltimore-Washington Financial Advisors, Inc. 0.36% Reduce -3.0% 28,644 $8.2M
Private Client Services, LLC 2.46% Add +3.7% 28,635 $8.2M
Arbor Wealth Management LLC\AZ 8.08% Add +4.4% 28,542 $8.2M
Essex Financial Services, Inc. 0.46% Reduce -0.6% 28,462 $8.2M
Capital Investment Advisory Services, LLC 0.59% Reduce -14.6% 28,378 $8.1M
Fonville Wealth Management LLC 1.55% Reduce -0.3% 28,371 $8.1M
NewCorp Financial Services, Inc. 7.01% Add +5.1% 28,156 $8.1M
Citigroup Inc. 0.01% Reduce -97.8% 28,152 $8.1M
Level Four Advisory Services, LLC 0.26% Add +15.9% 27,817 $8.0M
Ellevest, Inc. 1.11% Add +2.4% 27,806 $8.0M
Endeavor Private Wealth, Inc. 2.28% Reduce -14.6% 27,721 $8.0M
Trinity Financial Advisors LLC 2.27% Reduce -6.1% 27,708 $8.0M
Creekside Partners 3.27% Add +2.8% 27,694 $8.0M
Randall & Associates Wealth Management 5.34% Add +7.5% 27,604 $7.9M
First PREMIER Bank 1.81% Add +1.5% 27,253 $7.8M
Uptick Partners, LLC 1.54% Add +5.7% 26,810 $7.7M
Valeo Financial Advisors, LLC 0.18% Add +4.1% 32,594 $7.7M
Caliber Wealth Management, LLC / KS 0.84% Reduce -14.5% 26,699 $7.7M
Steelhead Wealth Management LLC 3.88% — 26,675 $7.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.29% Reduce -1.9% 26,547 $7.6M
Smith Partners Wealth Management, LLC 6.80% Reduce -0.2% 26,453 $7.6M
Family Investment Center, Inc. 1.45% Reduce -4.0% 26,241 $7.5M
WASHINGTON TRUST Co 0.25% Reduce -0.5% 25,925 $7.4M
Kingswood Wealth Advisors, LLC 0.35% Add +5.8% 25,834 $7.4M
Kagan Cocozza Asset Management 5.20% Add +1.2% 25,733 $7.4M
Evelyn Partners Asset Management Ltd 1.82% Add +20.0% 25,662 $7.4M
Strive Financial Group ,LLC 3.92% Add +5.5% 25,660 $7.4M
Washington Trust Bank 0.54% Add +178.1% 25,638 $7.4M
Summit Financial Wealth Advisors, LLC 1.04% Add +1.8% 25,540 $7.3M
United Capital Financial Advisors, LLC 0.05% Reduce -2.9% 25,535 $7.3M
HighRoad Wealth Advisors, LLC 7.16% Reduce -0.9% 25,524 $7.3M
Prime Capital Investment Advisors, LLC 0.08% Reduce -1.2% 25,469 $7.3M
Rwa Wealth Partners, LLC 0.08% Add +3.2% 25,427 $7.3M
Johnson Bixby & Associates, LLC 0.90% Add +3.8% 25,354 $7.3M
Parsons Capital Management Inc. 0.33% Add +0.9% 25,351 $7.3M
Francis Financial, Inc. 1.35% Reduce -3.7% 25,319 $7.3M
Nwam LLC 0.42% Reduce -1.1% 25,289 $7.3M
Arcadia Investment Advisors LLC 3.41% Reduce -0.0% 25,158 $7.2M
TruWealth Advisors, LLC 0.34% Reduce -2.3% 24,991 $7.2M
Gilman Hill Asset Management, LLC 1.08% Add +8.3% 24,983 $7.2M
Ausdal Financial Partners, Inc. 0.32% Add +4.8% 24,953 $7.2M
IFS Advisors, LLC 3.69% Add +4.7% 24,945 $7.2M
Integrity Alliance, Llc. 0.27% Reduce -39.1% 24,934 $7.2M
Harbor Advisory Corp. 2.15% Reduce -29.1% 24,924 $7.2M
Cornerstone Management, Inc. 1.14% Add +26.6% 24,894 $7.1M
Northcape Wealth Management, LLC 1.95% Reduce -0.9% 24,853 $7.1M
M&T Bank Corp 0.02% Reduce -15.3% 24,825 $7.1M
Quest Investment Management LLC 0.83% Add +3.1% 24,820 $7.1M
Custos Family Office, LLC 4.94% Reduce -1.1% 24,793 $7.1M
Grove Bank & Trust 0.80% Reduce -18.7% 24,509 $7.0M
Plus Group Wealth Advisors LLC 7.57% Add +3.7% 23,949 $6.9M
Strategic Investment Advisors / MI 0.47% Reduce -11.8% 23,889 $6.9M
Walkner Condon Financial Advisors LLC 0.90% Reduce -1.3% 23,905 $6.9M
Culbertson A N & Co. Inc. 0.88% Add +1.4% 23,732 $6.8M
Cascade Financial Partners, LLC 0.70% Add +1.7% 23,705 $6.8M
Beacon Advisors Holdings, LLC 3.62% Add +0.5% 23,572 $6.8M
Greenup Street Wealth Management LLC 0.95% Add +7.5% 23,410 $6.7M
Blackston Financial Advisory Group, LLC 4.20% Add +0.2% 23,328 $6.7M
Xcelsior Advisor Partners LLC 2.56% Add +14.0% 23,308 $6.7M
Marathon Wealth Advisors LLC 2.74% Add +1.3% 23,303 $6.7M
Cannon Capital Management, Inc. 5.41% Add +21.5% 23,183 $6.7M
Dynamic Advisor Solutions LLC 0.21% Add +7.1% 23,165 $6.7M
Hexagon Capital Partners LLC 0.96% Add +100.1% 22,740 $6.5M
Nikulski Financial, Inc. 1.61% Reduce -3.9% 22,730 $6.5M
MBL Wealth, LLC 0.49% Add +0.8% 22,650 $6.5M
BBR Partners, LLC 0.36% Reduce -1.8% 22,637 $6.5M
Coastal Bridge Advisors, LLC 0.46% Add +7.4% 22,611 $6.5M
Cypress Wealth Services, LLC 0.92% Reduce -2.1% 22,607 $6.5M
Waller Financial Planning Group, Inc. 1.43% Reduce -18.6% 22,606 $6.5M
Continuum Advisory, LLC 0.62% Add +1.9% 22,515 $6.5M
Peak Retirement Planning, Inc. 1.29% Add +315.9% 22,514 $6.5M
Fifth Third Securities, Inc. 0.42% Add +0.9% 22,492 $6.5M
Hidden Cove Wealth Management, LLC 4.13% Add +106.4% 22,397 $6.4M
McAdam, LLC 0.29% Add +6.5% 22,330 $6.4M
Farrell Financial LLC 3.83% Reduce -3.8% 22,314 $6.4M
Cascades Capital Asset Management, LLC 2.70% Add +11.4% 22,168 $6.4M
Fiduciary Wealth Partners, LLC 4.14% Reduce -56.5% 22,051 $6.3M
Wealthedge Investment Advisors, LLC 2.31% Reduce -5.1% 21,911 $6.3M
Maia Wealth LLC 1.06% Add +36.3% 21,813 $6.3M
Ticino Wealth 2.18% Reduce -4.5% 19,351 $6.3M
Brighton Jones LLC 0.14% New 21,805 $6.3M
S.A. Mason LLC 2.34% Add +7.6% 21,693 $6.2M
Motley Fool Wealth Management, LLC 0.70% Reduce -4.2% 21,590 $6.2M
Latko Wealth Management, Ltd. 3.00% Add +0.3% 21,447 $6.2M
Perigon Wealth Management, LLC 0.11% Add +0.2% 21,420 $6.2M
Holos Integrated Wealth LLC 3.08% Reduce -6.1% 20,925 $6.1M
Steph & Co. 1.74% Reduce -13.8% 21,207 $6.1M
Spectrum Investment Advisors, Inc. 3.00% Add +4.4% 21,019 $6.0M
Federation des caisses Desjardins du Quebec 0.02% Add +29.0% 21,005 $6.0M
Mystic Asset Management, Inc. 1.39% Reduce -2.0% 20,830 $6.0M
Vanguard Advisers Inc. 0.02% — 20,817 $6.0M
NWM Advisors, LLC 5.43% Add +119.4% 20,750 $6.0M
Brighton Securities Corp. 2.86% Add +31.6% 20,662 $5.9M
Capital Advantage, Inc. 0.77% Add +7.9% 20,599 $5.9M
Mason & Associates Inc 1.15% Add +5.8% 21,041 $5.9M
Calamos Wealth Management LLC 0.20% Add +1.4% 20,466 $5.9M
Calamos Advisors LLC 0.03% New 20,466 $5.9M
Accelerate Investment Advisors LLC 3.92% Reduce -0.7% 20,433 $5.9M
Retirement Planning Group, LLC 0.18% Add +8.9% 20,407 $5.9M
First Financial Corp. 2.30% Add +4.3% 20,379 $5.9M
Scotia Capital Inc. 0.02% Reduce -6.7% 20,308 $5.8M
One Capital Management, LLC 0.16% Reduce -1.9% 20,286 $5.8M
Amara Financial, Llc. 4.01% Reduce -3.2% 20,282 $5.8M
Krane Financial Solutions LLC 3.94% — 20,182 $5.8M
RFG Advisory, LLC 0.11% Add +27.6% 20,176 $5.8M
RKL Wealth Management LLC 0.52% Add +0.3% 20,174 $5.8M
Integrated Advisors Network LLC 0.30% Reduce -16.7% 20,143 $5.8M
SCS Capital Management LLC 0.06% Reduce -0.4% 20,091 $5.8M
Kendall Capital Management 1.18% Add +0.1% 20,055 $5.8M
Bearing Point Capital, LLC 0.90% Reduce -1.8% 20,038 $5.8M
Meramec Financial Planners, LLC 2.28% Reduce -3.5% 18,607 $5.7M
Capital Management Associates, Inc 1.28% Reduce -7.0% 19,769 $5.7M
Colorado Capital Management, Inc. 2.11% Add +2.5% 19,715 $5.7M
Great Lakes Retirement, Inc. 0.58% Add +8.9% 19,683 $5.7M
Mather Group, Llc. 0.06% Add +10.8% 19,663 $5.6M
Pinnacle Wealth Management Group, Inc. 2.74% Add +2.7% 19,424 $5.6M
Brown Brothers Harriman & Co. 0.03% Reduce -7.0% 19,424 $5.6M
BKM Wealth Management, LLC 2.03% Add +1.4% 19,371 $5.6M
Meridian Management Co. 1.38% Reduce -0.2% 19,369 $5.6M
Narus Financial Partners, LLC 1.46% Add +1.7% 19,352 $5.6M
Pinnacle Financial Group, LLC / IL 1.52% Add +7.4% 19,296 $5.5M
Founders Grove Wealth Partners, LLC 1.24% Add +2.2% 19,067 $5.5M
Ehrenkranz Partners L.P. 4.32% Add +4.0% 19,032 $5.5M
First Merchants Corp. 0.21% Reduce -0.8% 18,965 $5.4M
Smartleaf Asset Management LLC 0.20% Add +29.9% 19,368 $5.4M
Tower Bridge Advisors 0.53% New 18,929 $5.4M
Koshinski Asset Management, Inc. 0.34% Add +17.4% 18,876 $5.4M
Orin Green Financial, LLC 2.21% Add +0.6% 18,795 $5.4M
City Holding Co. 0.67% Add +5.0% 18,730 $5.4M
Weil Company, Inc. 1.20% Add +8.9% 18,683 $5.4M
May Hill Capital, LLC 1.35% Reduce -5.5% 18,666 $5.4M
Gleason Group, Inc. 0.53% Add +0.1% 18,624 $5.3M
Marquette Associates, Inc. 5.79% Add +0.3% 18,535 $5.3M
Petros Family Wealth, LLC 3.78% Add +9.2% 18,462 $5.3M
Advocate Group LLC 0.83% Add +10.0% 18,458 $5.3M
Frisch Financial Group, Inc. 1.11% Reduce -49.5% 18,431 $5.3M
Legacy Edge Advisors, LLC 0.56% Reduce -0.3% 18,405 $5.3M
Five Pine Wealth Management 3.29% Add +0.2% 18,401 $5.3M
Guardian Wealth Advisors, LLC / NC 0.33% Add +0.1% 18,314 $5.3M
Tidal Investments LLC 0.02% Add +26.0% 18,232 $5.2M
SouthState Bank Corp 0.24% Add +6.8% 18,211 $5.2M
Robinswood Financial LLC 1.64% Reduce -7.2% 18,179 $5.2M
Keystone Financial Group 0.36% Add +0.1% 18,133 $5.2M
Legacy Financial Group LLC 0.65% Reduce -0.1% 18,131 $5.2M
Fiduciary Alliance LLC 0.31% Add +3.8% 17,178 $5.2M
Rialto Wealth Management, LLC 1.16% Reduce -11.9% 17,954 $5.2M
Genesis Private Wealth, LLC 1.62% Add +1.3% 17,930 $5.1M
Berkeley Capital Partners, LLC 1.19% Add +2.8% 17,874 $5.1M
Smith, Moore & Co. 0.37% Reduce -0.0% 17,857 $5.1M
Bernardo Wealth Planning LLC 1.00% Add +4.2% 17,836 $5.1M
Americana Partners, LLC 0.13% Add +5.9% 17,803 $5.1M
Brindle & Bay Financial Advisors, LLC 3.14% Add +332.6% 17,796 $5.1M
Verdence Capital Advisors LLC 0.30% Add +6.2% 17,781 $5.1M
White Lighthouse Investment Management Inc. 0.71% Add +4.2% 17,758 $5.1M
Bartlett & Co. Wealth Management LLC 0.06% Add +293.5% 65,867 $5.1M
Regal Investment Advisors LLC 0.29% Reduce -1.4% 17,584 $5.0M
Baron Silver Stevens Financial Advisors, LLC 0.73% Add +1.2% 17,529 $5.0M
Focus Financial Network, Inc. 0.18% Add +17.9% 17,519 $5.0M
AE Wealth Management LLC 0.03% Reduce -4.9% 17,453 $5.0M
King Wealth Management Group 0.63% Reduce -2.9% 17,431 $5.0M
TPG Financial Advisors, LLC 1.63% Add +8.6% 17,403 $5.0M
Advisors Capital Management, LLC 0.06% Reduce -3.2% 17,402 $5.0M
Veridan Wealth LLC 1.88% Add +1.6% 17,369 $5.0M
Wealthspan Partners, LLC 1.76% Add +0.5% 17,358 $5.0M
Vise Technologies, Inc. 0.10% No change 17,075 $5.0M
Mfa Wealth Advisors, LLC 0.97% Add +7.1% 17,119 $4.9M
Marathon Strategic Advisors, LLC 3.53% Reduce -0.1% 17,087 $4.9M
Benchmark Financial Wealth Advisors, LLC 1.35% Reduce -2.0% 16,919 $4.9M
Vickerman Investment Advisors, Inc. 1.02% Reduce -1.1% 16,905 $4.9M
Qube Research & Technologies Ltd 0.01% Add +242.3% 16,863 $4.8M
WP Advisors, LLC 1.25% Reduce -0.5% 16,845 $4.8M
Mosaic Family Wealth Partners, LLC 0.49% Add +16.4% 16,812 $4.8M
Rockingstone Advisors LLC 2.20% Reduce -0.1% 16,690 $4.8M
Ritholtz Wealth Management 0.08% Add +181.2% 16,666 $4.8M
Secure Asset Management, LLC 0.75% Add +163.9% 16,559 $4.8M
Factor Wealth Management LTD 0.89% Reduce -28.6% 16,504 $4.7M
Hofer & Associates. Inc 2.54% Add +2.4% 16,438 $4.7M
Mokosak Advisory Group, LLC 1.18% Add +2.7% 16,385 $4.7M
Aptus Capital Advisors, LLC 0.04% Add +6.5% 16,385 $4.7M
Mittelman Wealth Management 2.93% Add +6.8% 16,356 $4.7M
Boston Trust Walden Corp 0.04% Reduce -1.9% 16,254 $4.7M
Meridian Financial Advisors, LLC 2.52% Reduce -2.8% 16,071 $4.6M
CAP Partners, LLC 2.60% Add +5.3% 16,021 $4.6M
PAX Financial Group, LLC 0.78% Reduce -10.8% 16,018 $4.6M
Brookstone Capital Management 0.05% Add +6.8% 15,962 $4.6M
West Bancorporation Inc. 2.29% Add +28.7% 15,959 $4.6M
LongView Wealth Management 1.14% Reduce -3.8% 15,056 $4.5M
CreativeOne Wealth, LLC 0.11% Add +53.8% 15,785 $4.5M
Krilogy Financial LLC 0.15% Reduce -1.7% 14,957 $4.5M
Alpine Bank Wealth Management 0.66% Reduce -3.5% 15,758 $4.5M
Pinnacle Wealth Management Advisory Group, LLC 0.31% Add +3.5% 15,722 $4.5M
Sage Mountain Advisors LLC 0.32% Reduce -31.4% 15,700 $4.5M
Evercore Wealth Management, LLC 0.07% Add +14.0% 15,458 $4.4M
Ascent Group, LLC 0.15% Reduce -2.0% 15,344 $4.4M
Wescott Financial Advisory Group, LLC 0.39% Reduce -8.8% 15,330 $4.4M
Wilson & Boucher Capital Management, LLC 2.91% Reduce -1.1% 15,301 $4.4M
Sheets Smith Wealth Management 0.49% Add +3.4% 15,264 $4.4M
Vista Cima Wealth Management LLC 4.30% Reduce -23.1% 15,152 $4.4M
Cornerstone Wealth Management, LLC 0.22% Add +3.2% 15,138 $4.3M
Badgley Phelps Wealth Managers, LLC 0.09% Add +0.7% 15,114 $4.3M
Pine Valley Investments Ltd Liability Co 0.21% Reduce -0.9% 15,035 $4.3M
LexAurum Advisors, LLC 0.56% — 15,015 $4.3M
Retirement Guys Formula LLC 1.98% Add +3.8% 14,962 $4.3M
Drucker Wealth 3.0, LLC 0.75% Add +0.7% 14,926 $4.3M
Acorn Financial Advisory Services Inc. 0.59% Reduce -3.6% 14,902 $4.3M
Marshall & Sterling Wealth Advisors Inc. 2.79% Add +7.1% 14,865 $4.3M
Salomon & Ludwin, LLC 0.38% Reduce -0.6% 14,715 $4.3M
Fjell Capital, LLC 3.28% Add +1.8% 14,850 $4.3M
Valpey Financial Services, LLC 2.77% Reduce -2.6% 14,845 $4.3M
Alesco Advisors, LLC, An ESL Co 0.11% No change 14,739 $4.2M
Family Legacy, Inc. 1.27% Reduce -14.8% 14,703 $4.2M
Innovative Wealth Building LLC 2.97% Add +5.0% 14,691 $4.2M
Ameraudi Asset Management, Inc. 2.29% Reduce -20.4% 14,651 $4.2M
Newman Dignan & Sheerar, Inc. 0.88% Reduce -4.5% 14,603 $4.2M
Financial Advisory Partners, LLC 1.18% Add +8.1% 14,577 $4.2M
Capital Analysts, LLC 0.11% Add +8.7% 14,569 $4.2M
Roger Wittlin Investment Advisory, LLC 3.42% Reduce -9.7% 14,544 $4.2M
D.B. Root & Company, LLC 0.99% Reduce -6.0% 14,488 $4.2M
FinDec Wealth Services, Inc. 5.08% Reduce -11.5% 14,476 $4.2M
Fogel Capital Management, Inc. 1.90% Add +0.6% 14,472 $4.2M
Apollon Wealth Management, LLC 0.07% Add +2.2% 14,433 $4.1M
Stratos Investment Management, LLC 0.17% Add +28.7% 14,417 $4.1M
Signature Estate & Investment Advisors LLC 0.08% Reduce -2.3% 14,408 $4.1M
Creative Financial Designs Inc. 0.25% Add +1.5% 14,345 $4.1M
Red Crane Wealth Management, LLC 3.39% Reduce -3.0% 14,342 $4.1M
M3 Wealth Management, LLC 3.17% Add +10.8% 14,328 $4.1M
Gradient Capital Advisors, LLC 1.07% Reduce -1.9% 14,315 $4.1M
Fund Evaluation Group, LLC 0.13% Add +5.0% 14,277 $4.1M
Spinnaker Trust 0.23% Reduce -30.0% 14,274 $4.1M
IFP Advisors, Inc 0.08% Add +13.7% 14,213 $4.1M
RW Investment Management LLC 0.39% — 14,181 $4.1M
Flagship Harbor Advisors, LLC 0.18% Add +8.4% 14,147 $4.1M
Greenwich Wealth Management LLC 0.17% Reduce -0.2% 14,114 $4.1M
Anson Capital, Inc. 2.77% Add +2.1% 14,090 $4.0M
Partners in Financial Planning 0.67% Reduce -0.6% 14,080 $4.0M
Armbruster Capital Management, Inc. 0.66% Add +0.3% 14,033 $4.0M
Sequoia Financial Advisors, LLC 0.02% Add +1.2% 14,007 $4.0M
Retirement Income Solutions, Inc. 0.69% Reduce -0.2% 13,985 $4.0M
Foster Victor Wealth Advisors, LLC 0.23% Reduce -0.8% 13,282 $4.0M
Wealthfront Advisers LLC 0.01% Reduce -4.0% 13,939 $4.0M
Conservest Capital Advisors, Inc. 0.36% Reduce -1.2% 13,847 $4.0M
BCM Advisors, LLC 0.78% Add +317.6% 51,533 $4.0M
Allen Mooney & Barnes Investment Advisors LLC 0.57% Add +0.9% 13,826 $4.0M
MY Wealth Management Inc. 3.83% Add +7.0% 15,316 $4.0M
Macco Financial Group, Inc. 2.99% Reduce -11.3% 13,737 $3.9M
Fort Washington Investment Advisors Inc. 0.02% Reduce -5.8% 13,675 $3.9M
IHT Wealth Management, LLC 0.09% Reduce -3.9% 13,664 $3.9M
Kovack Advisors, Inc. 0.21% Reduce -4.6% 13,637 $3.9M
Robertson Stephens Wealth Management, LLC 0.11% Add +32.0% 13,596 $3.9M
Ellenbecker Investment Group 0.52% Add +0.3% 13,551 $3.9M
Diversified Trust Co. 0.07% Reduce -4.7% 13,473 $3.9M
Fortis Group Advisors, LLC 0.64% Add +502.9% 49,905 $3.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.2% 53,730 $3.9M
Spartan Wealth Advisory Services LLC 0.34% — 13,416 $3.9M
First American Bank 0.24% Add +8.3% 13,378 $3.8M
Compound Planning, Inc. 0.12% Reduce -68.3% 13,329 $3.8M
Hilltop Wealth Advisors, LLC 2.29% No change 13,320 $3.8M
FreeGulliver LLC 1.59% Add +0.1% 13,164 $3.8M
United Financial Planning Group LLC 2.22% Reduce -1.7% 13,077 $3.8M
Seamount Financial Group Inc. 1.69% Add +4.9% 13,056 $3.7M
Moisand Fitzgerald Tamayo, LLC 0.40% Reduce -0.3% 13,032 $3.7M
Omnia Family Wealth, LLC 1.18% Add +0.9% 12,991 $3.7M
Covington Investment Advisors Inc. 0.55% Add +7.3% 12,938 $3.7M
Duncan Williams Asset Management, LLC 1.02% Add +0.7% 12,864 $3.7M
Cannon Wealth Management Services, LLC 2.50% Add +2.3% 12,857 $3.7M
Atlantic Union Bankshares Corp 0.07% Reduce -0.7% 12,774 $3.7M
Empower Advisory Group, LLC 0.01% Reduce -6.5% 12,743 $3.7M
GoalFusion Wealth Management, LLC 1.66% Add +6.2% 12,727 $3.7M
Savvy Advisors, Inc. 0.10% Add +23.5% 12,726 $3.7M
Good Steward Wealth Advisors,LLC 2.35% Add +5.5% 12,711 $3.7M
Legacy Advisors, LLC 0.43% Reduce -4.3% 12,709 $3.6M
WESCAP Management Group, Inc. 0.72% Add +1.5% 12,696 $3.6M
BCGM Wealth Management, LLC 0.91% Reduce -3.4% 12,667 $3.6M
SeaCrest Wealth Management, LLC 0.39% Add +8.9% 12,635 $3.6M
Ridgewood Investments LLC 1.48% — 12,583 $3.6M
Grandview Asset Management LLC 1.05% Reduce -9.6% 12,585 $3.6M
Ieq Capital, LLC 0.02% Add +6.2% 12,494 $3.6M
Stock Yards Bank & Trust Co. 0.11% Reduce -1.0% 12,473 $3.6M
Sovran Advisors, LLC 0.28% Add +354.4% 46,067 $3.6M
Beckerman Institutional, LLC 1.89% Add +3.7% 12,357 $3.5M
Maltin Wealth Management, Inc. 1.35% Add +5.7% 12,344 $3.5M
UMB Bank, n.a. 0.05% Add +9.2% 12,341 $3.5M
Flputnam Investment Management Co. 0.05% Reduce -9.4% 12,327 $3.5M
Richmond Investment Services, LLC 0.57% Add +125.3% 12,323 $3.5M
Mission Creek Capital Partners, Inc. 0.71% Add +8.8% 12,319 $3.5M
Carrera Capital Advisors 0.54% Add +0.4% 12,310 $3.5M
Charles Schwab Trust Co 0.23% Reduce -7.5% 12,286 $3.5M
Independent Financial Group, LLC 0.08% Add +16.8% 12,250 $3.5M
Fifth Third Wealth Advisors LLC 0.12% Add +6.0% 12,213 $3.5M
Sawgrass Asset Management LLC 0.53% Reduce -57.9% 12,190 $3.5M
Meridian Wealth Management, LLC 0.12% Add +7.4% 12,143 $3.5M
Boyd Wealth Management, LLC 1.47% Reduce -0.8% 12,065 $3.5M
Financial Planning Hawaii, Inc. 2.04% Add +2.6% 12,063 $3.5M
City State Bank 0.90% Add +4.6% 12,058 $3.5M
Bar Harbor Wealth Management 0.20% Reduce -0.1% 11,938 $3.4M
Valtinson Bruner Financial Planning LLC 0.94% Add +4.4% 11,930 $3.4M
Members Wealth LLC 2.05% Add +387.9% 44,714 $3.4M
GEM Asset Management, LLC 1.51% Add +0.4% 11,915 $3.4M
Aprio Wealth Management, LLC 0.19% Add +938.0% 11,813 $3.4M
WealthTrust Asset Management, LLC 2.02% Reduce -0.8% 11,770 $3.4M
Sepio Capital, LP 0.18% Add +6.6% 11,702 $3.4M
Snowden Capital Advisors LLC 0.09% Add +33.5% 11,700 $3.4M
Perennial Investment Advisors, LLC 0.27% Add +6.5% 11,692 $3.4M
Optas, LLC 0.51% Reduce -0.9% 11,654 $3.3M
Baker Tilly Wealth Management, LLC 0.81% Add +0.9% 11,637 $3.3M
Evoke Wealth, LLC 0.06% Reduce -2.3% 11,603 $3.3M
Strategic Family Wealth Counselors, L.L.C. 0.88% Add +0.7% 11,597 $3.3M
Bank of Marin 2.43% No change 11,595 $3.3M
Downshift Financial, LLC 1.72% Add +389.2% 43,819 $3.3M
Chilton Investment Co. Inc. 0.08% Add +1433.9% 11,581 $3.3M
Columbia Asset Management 0.63% Add +6.5% 11,561 $3.3M
Quadrant Capital Group LLC 0.10% Reduce -1.1% 11,556 $3.3M
Laurel Oak Wealth Management, LLC 0.56% Reduce -6.0% 11,520 $3.3M
MCF Advisors LLC 0.14% Add +0.3% 11,478 $3.3M
Mayflower Financial Advisors, LLC 0.40% Reduce -1.2% 11,429 $3.3M
Philadelphia Trust Co. 0.23% No change 11,355 $3.3M
Affiance Financial, LLC 0.53% Add +15.2% 11,343 $3.3M
Adapt Wealth Advisors, LLC 1.18% Reduce -5.3% 11,336 $3.3M
Thoroughbred Financial Services, LLC 0.19% Add +2.2% 11,287 $3.2M
PCA Investment Advisory Services Inc. 1.08% Add +2.2% 11,280 $3.2M
Mayport, LLC 0.60% Add +50.0% 11,277 $3.2M
Magnus Financial Group LLC 0.26% Reduce -1.9% 11,212 $3.2M
VestGen Advisors, LLC 0.09% Add +371.4% 41,581 $3.2M
Wealth Alliance, LLC 0.32% Reduce -8.8% 11,174 $3.2M
Tsfg, LLC 0.49% Reduce -7.4% 11,146 $3.2M
GC Wealth Management RIA, LLC 0.13% Add +9.6% 11,145 $3.2M
Aureus Asset Management, LLC 0.21% Add +25.1% 11,108 $3.2M
Objective Capital Management, LLC 3.22% Reduce -2.5% 11,104 $3.2M
Atria Investments, Inc 0.04% Reduce -48.5% 11,062 $3.2M
StoneX Group Inc. 0.17% Reduce -42.3% 10,999 $3.2M
Mairs & Power Inc. 0.03% Add +424.9% 10,997 $3.2M
Flywheel Private Wealth LLC 1.80% Reduce -0.2% 10,974 $3.2M
NWF Advisory Services Inc. 0.36% Add +1.8% 10,965 $3.1M
Encompass Wealth Advisors, LLC 1.10% Reduce -1.4% 10,960 $3.1M
Red Cedar Investment Management, LLC 0.33% No change 10,950 $3.1M
High Net Worth Advisory Group LLC 0.73% Reduce -1.0% 10,941 $3.1M
CWS Financial Advisors, LLC 0.80% Add +1.6% 10,939 $3.1M
Glen Eagle Advisors, LLC 0.44% Add +135.1% 10,917 $3.1M
Verus Capital Partners, LLC 0.22% Add +5.0% 10,911 $3.1M
Capital Advisors Wealth Management, LLC 0.42% Reduce -0.1% 10,880 $3.1M
Allegheny Financial Group 0.42% Add +17.7% 10,861 $3.1M
GAMCO Investors 0.03% Add +69.0% 10,859 $3.1M
RMG Wealth Management LLC 0.36% Add +497.4% 39,805 $3.1M
Financial Planning Fort Collins, LLC 2.42% Add +327.9% 40,416 $3.1M
Summit Financial Strategies, Inc. 0.24% Add +7.0% 10,786 $3.1M
Fusion Family Wealth, LLC 0.23% Reduce -4.8% 10,697 $3.1M
Wedbush Securities Inc. 0.09% Add +4.2% 10,667 $3.1M
Scott & Selber, Inc. 0.79% Add +3.3% 10,662 $3.1M
PKS Advisory Services, LLC 0.71% Add +8.6% 10,629 $3.1M
Tritonpoint Wealth, LLC 0.32% Add +8.3% 10,554 $3.0M
Welch & Forbes LLC 0.04% Add +0.2% 10,496 $3.0M
My Personal CFO, LLC 1.32% Reduce -9.4% 10,486 $3.0M
Intergy Private Wealth, LLC 0.88% Add +3.4% 10,405 $3.0M
SOA Wealth Advisors, LLC. 0.56% Reduce -0.8% 10,364 $3.0M
Financial Freedom, LLC 1.48% Add +0.2% 10,350 $3.0M
CWA Asset Management Group, LLC 0.10% Add +3.6% 10,341 $3.0M
Soltis Investment Advisors LLC 0.19% Reduce -28.6% 10,268 $2.9M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -35.1% 10,266 $2.9M
Selby Wealth Management, LLC 1.16% Reduce -2.0% 10,254 $2.9M
Balentine LLC 0.12% Reduce -0.8% 10,225 $2.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Add +1.9% 10,222 $2.9M
Simplicity Wealth,LLC 0.17% Reduce -27.6% 10,186 $2.9M
PFG Investments, LLC 0.14% Add +2.5% 10,140 $2.9M
Midwestern Financial, LLC 2.29% Add +28.4% 10,139 $2.9M
SWP Financial LLC 1.48% Add +0.1% 10,106 $2.9M
Virtue Asset Management LLC 2.36% Reduce -1.7% 10,100 $2.9M
Sincerus Advisory, LLC 2.20% Add +2.9% 10,088 $2.9M
Hilltop Holdings Inc. 0.26% Add +7.2% 10,078 $2.9M
Snowwater Investment Partners, LLC 2.73% Reduce -6.0% 10,072 $2.9M
Eclectic Associates Inc. 0.38% Reduce -1.6% 9,988 $2.9M
Boston Family Office LLC 0.19% No change 9,964 $2.9M
Beacon Bridge Wealth Partners, LLC 0.95% Reduce -6.7% 9,932 $2.9M
Certified Advisory Corp 0.26% Add +7.5% 9,929 $2.9M
Investor's Fiduciary Advisor Network, LLC 0.87% Reduce -73.2% 9,907 $2.8M
Revolve Wealth Partners, LLC 0.37% Reduce -6.3% 9,889 $2.8M
American Money Management, LLC 0.45% Reduce -0.1% 9,816 $2.8M
Haverford Trust Co 0.03% Reduce -6.0% 9,791 $2.8M
Garden State Investment Advisory Services LLC 0.67% Reduce -0.0% 9,787 $2.8M
Frank, Rimerman Advisors LLC 0.18% Add +4.7% 9,732 $2.8M
Wilmington Savings Fund Society, FSB 0.07% Reduce -1.2% 9,682 $2.8M
Retirement Planning Co of New England, Inc. 1.13% Reduce -0.6% 9,645 $2.8M
Farmers & Merchants Investments Inc. 0.08% Reduce -0.1% 9,635 $2.8M
Missouri Trust & Investment Co 0.81% Add +2.7% 9,620 $2.8M
Knightsbridge Asset Management, LLC 0.37% Add +9.2% 9,565 $2.7M
Fiduciary Trust Co 0.03% Add +3.1% 9,562 $2.7M
MorganRosel Wealth Management, LLC 1.08% Reduce -71.6% 9,531 $2.7M
Jane Street Group, LLC 0.00% Add +236.0% 9,475 $2.7M
National Bank of Canada 0.00% Add +7.7% 9,451 $2.7M
West Financial Advisors, LLC 0.46% Add +2.7% 9,466 $2.7M
Columbus Macro, LLC 0.29% Add +0.6% 9,457 $2.7M
Shepherd Kaplan Krochuk, LLC 2.28% Add +0.3% 9,426 $2.7M
Bull Oak Capital, LLC 1.04% Reduce -4.3% 9,385 $2.7M
Transcendent Capital Group LLC 1.22% Add +0.1% 9,336 $2.7M
Glass Jacobson Investment Advisors llc 0.92% Add +1.9% 9,336 $2.7M
Graves Light Lenhart Wealth, Inc. 0.28% Add +3.1% 9,326 $2.7M
Investment Partners, LTD. 0.95% Reduce -1.3% 9,279 $2.7M
Chatham Capital Group, Inc. 0.39% Add +4.4% 9,264 $2.7M
PFG Advisors 0.13% Add +1.6% 9,256 $2.7M
Lake Street Private Wealth, LLC 0.34% No change 9,222 $2.6M
Main Street Financial Solutions, LLC 0.19% Reduce -2.4% 9,210 $2.6M
21 West Wealth Management LLC 2.45% Add +0.1% 9,202 $2.6M
Abbot Financial Management, Inc. 1.12% Reduce -0.5% 9,192 $2.6M
Susquehanna International Group, LLP 0.00% Add +110.7% 9,187 $2.6M
Pension & Wealth Management Advisors, Inc. 0.78% Reduce -0.9% 9,179 $2.6M
Three Bearings Fiduciary Advisors, Inc. 2.55% Reduce -1.2% 9,170 $2.6M
Strengthening Families & Communities, LLC 0.66% New 9,156 $2.6M
Goelzer Investment Management, Inc. 0.13% No change 9,147 $2.6M
Wingate Wealth Advisors, Inc. 1.40% Add +6.3% 9,135 $2.6M
Archford Capital Strategies, LLC 0.30% New 9,133 $2.6M
Centerline Wealth Advisors, LLC 0.94% Reduce -34.7% 9,119 $2.6M
CM Wealth Advisors LLC 0.56% No change 9,100 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -0.7% 9,085 $2.6M
Lodestar Private Asset Management LLC 0.26% Add +3.9% 9,007 $2.6M
Sound View Wealth Advisors Group, LLC 0.18% Add +3.4% 8,978 $2.6M
Sand Hill Global Advisors, LLC 0.09% Add +5.3% 8,950 $2.6M
Joel Adams & Associates, Inc. 1.91% Reduce -1.4% 8,945 $2.6M
Patten Group, Inc. 0.45% Reduce -0.4% 8,913 $2.6M
Beaumont Financial Advisors, LLC 0.18% Add +12.9% 8,909 $2.6M
Pennsylvania Capital Management Inc. 0.73% No change 8,864 $2.5M
Conning Inc. 0.09% Reduce -15.9% 8,857 $2.5M
New Perspectives, Inc 0.88% Reduce -1.1% 8,847 $2.5M
Dogwood Wealth Management LLC 1.10% Reduce -0.8% 8,846 $2.5M
AAF Wealth Management, LLC 1.04% Reduce -1.6% 8,819 $2.5M
Cornerstone Financial Group, LLC 1.62% Add +314.8% 32,659 $2.5M
Intellectus Partners, LLC 0.51% Add +0.2% 8,751 $2.5M
Stablepoint Partners, LLC 0.37% Add +12.4% 8,740 $2.5M
Blue Trust, Inc. 0.03% Add +4.6% 8,729 $2.5M
Pitcairn Wealth Advisors LLC 0.23% Reduce -46.1% 8,606 $2.5M
Affinity Capital Advisors, LLC 0.35% Add +8.6% 8,685 $2.5M
Private Trust Co. NA 0.22% Reduce -2.9% 8,682 $2.5M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -4.2% 8,648 $2.5M
Topel & Distasi Wealth Management, LLC 1.28% Add +1.3% 8,623 $2.5M
Peoples Financial Services Corp. 1.17% Reduce -0.1% 8,571 $2.5M
U.S. Capital Wealth Advisors, LLC 0.06% Add +5.9% 8,542 $2.5M
Financial Insights, Inc. 0.79% Reduce -5.9% 8,542 $2.5M
Linscomb Wealth, Inc. 0.11% Reduce -2.6% 8,525 $2.4M
Pathfinder Wealth Consulting, Inc. 1.59% Add +1.6% 8,518 $2.4M
Monograph Wealth Advisors, LLC 0.23% Add +1.6% 8,514 $2.4M
M Holdings Securities, Inc. 0.16% New 23,313 $2.4M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -9.4% 8,437 $2.4M
Essex Bank 0.54% Reduce -5.2% 8,421 $2.4M
VeraBank, N.A. 0.44% Reduce -0.6% 8,402 $2.4M
Transcend Capital Advisors, LLC 0.19% Add +0.2% 8,390 $2.4M
Fingerlakes Wealth Management, Inc. 1.59% Reduce -0.5% 8,348 $2.4M
Index Fund Advisors, Inc. 0.11% Add +0.3% 8,340 $2.4M
Segment Wealth Management, LLC 0.14% No change 8,338 $2.4M
Atlanta Consulting Group Advisors, LLC 0.51% Add +32.4% 8,318 $2.4M
Clarity Capital Advisors, LLC 1.11% Add +0.2% 8,317 $2.4M
Defined Wealth Management, LLC 1.39% Add +0.6% 8,263 $2.4M
Heritage Wealth Advisors 0.09% Reduce -0.8% 8,194 $2.4M
Highland Capital Management, LLC 0.12% Reduce -0.8% 8,147 $2.3M
Twin Focus Capital Partners, LLC 0.27% Add +64.0% 8,123 $2.3M
Inspirion Wealth Advisors, LLC 0.29% Add +4.4% 8,121 $2.3M
Wealth Dimensions Group, Ltd. 0.46% Add +1.9% 8,116 $2.3M
Bragg Financial Advisors, Inc 0.07% Add +9.4% 8,101 $2.3M
DeDora Capital, Inc. 0.57% Reduce -0.9% 8,073 $2.3M
Fell Capital Management 2.20% Add +1.3% 8,044 $2.3M
Romano Brothers and Company 0.26% Add +16.4% 8,040 $2.3M
FLC Capital Advisors 0.42% Reduce -5.4% 8,030 $2.3M
N.E.W. Advisory Services LLC 0.17% Add +2.1% 8,021 $2.3M
LCW Services, LLC 1.14% Add +48.8% 8,013 $2.3M
REDW Wealth LLC 0.92% Add +0.1% 7,999 $2.3M
Portland Financial Advisors Inc 4.77% Reduce -0.6% 7,988 $2.3M
Allspring Global Investments Holdings, LLC 0.00% Add +18.2% 7,917 $2.3M
PFW Advisors LLC 0.72% Reduce -14.6% 7,964 $2.3M
Sherry Group, Inc. 2.48% Add +0.0% 7,913 $2.3M
Vision Retirement, LLC 0.65% Reduce -1.7% 7,909 $2.3M
St. Louis Trust Co 0.26% Add +8.3% 7,878 $2.3M
Clear Creek Financial Management, LLC 0.17% Reduce -48.8% 7,865 $2.3M
Royal Fund Management, LLC 0.22% Add +3.5% 7,834 $2.3M
Argonautica Private Wealth Management, Inc. 0.68% Add +7.0% 7,854 $2.3M
South Plains Financial, Inc. 1.30% Add +1.8% 7,769 $2.2M
GWN Securities Inc. 0.43% Add +9.4% 7,748 $2.2M
Ironwood Financial, llc 0.39% Add +3.5% 7,727 $2.2M
Choate Investment Advisors 0.04% Reduce -5.2% 7,687 $2.2M
Matrix Asset Advisors Inc. 0.20% Add +51.8% 7,684 $2.2M
Dynamic Wealth Strategies, LLC 1.28% Add +5.1% 7,681 $2.2M
Howland Capital Management LLC 0.09% No change 7,657 $2.2M
Stonebridge Financial Planning Group, LLC 0.80% Add +6.2% 7,624 $2.2M
Members Trust Co 0.07% Reduce -13.9% 7,614 $2.2M
Plimoth Trust Co. LLC 0.49% Reduce -0.1% 7,558 $2.2M
Duncker Streett & Co. Inc. 0.41% Reduce -24.7% 7,555 $2.2M
Bridgewater Advisors Inc. 0.13% Add +248.0% 28,143 $2.2M
Wisconsin Wealth Advisors, LLC 2.13% Add +3.6% 7,530 $2.2M
Stevens Capital Partners 0.52% Add +19.5% 7,528 $2.2M
JFS Wealth Advisors, LLC 0.12% Add +0.9% 7,506 $2.2M
Ascentis Independent Advisors 0.16% Add +272.8% 7,470 $2.1M
ERn Financial, LLC 0.40% Reduce -7.1% 7,468 $2.1M
Afg Fiduciary Services Limited Partnership 1.25% Add +0.4% 7,299 $2.1M
Courier Capital LLC 0.12% Add +4.9% 7,402 $2.1M
Heirloom Wealth Management 0.38% Add +336.3% 7,373 $2.1M
NorthRock Partners, LLC 0.03% Add +185.3% 29,370 $2.1M
Victory Financial Group, LLC 0.26% Add +26.2% 7,336 $2.1M
Bravias Capital Group, LLC 1.37% Add +4.1% 7,318 $2.1M
Plancorp, LLC 0.06% Reduce -0.0% 7,076 $2.1M
Florida Trust Wealth Management Co 0.06% Add +24.5% 7,270 $2.1M
Leelyn Smith, LLC 0.29% Reduce -0.4% 7,243 $2.1M
Gibson Capital, LLC 0.39% No change 7,213 $2.1M
Great Lakes Advisors, LLC 0.02% Add +1.3% 7,211 $2.1M
Debussy Capital Management LP 0.29% Add +0.2% 7,187 $2.1M
New Covenant Trust Company, N.A. 1.83% No change 7,148 $2.1M
HighPoint Advisor Group LLC 0.09% Add +4.0% 7,137 $2.0M
Anchor Investment Management, LLC 0.17% Reduce -0.1% 7,110 $2.0M
IFG Advisors, LLC 0.33% Add +1.5% 7,102 $2.0M
Foundations Investment Advisors, LLC 0.03% Add +14.0% 7,088 $2.0M
Stone Summit Wealth LLC 0.56% Add +0.9% 6,953 $2.0M
Hilltop National Bank 0.47% Add +1.2% 6,948 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -0.1% 6,942 $2.0M
Wetzel Investment Advisors, Inc. 0.80% Reduce -0.5% 6,941 $2.0M
Reliant Investment Partners, LLC 1.65% Reduce -2.8% 6,940 $2.0M
Moneywise, Inc. 0.87% Reduce -8.6% 6,933 $2.0M
Fortis Capital Management LLC 0.27% Add +6.4% 6,913 $2.0M
Ofc Financial Planning, LLC 1.95% Reduce -0.6% 6,898 $2.0M
John W. Brooker & Co., CPAs 3.11% Add +52.6% 6,882 $2.0M
Ami Investment Management Inc. 0.44% Add +3.5% 6,777 $1.9M
Montis Financial, LLC 0.40% Add +0.0% 6,758 $1.9M
Rockland Trust Co. 0.08% Reduce -3.8% 6,758 $1.9M
Garrison Point Advisors, LLC 0.88% Add +3.7% 6,743 $1.9M
Atlas Capital Advisors Inc. 0.22% Reduce -0.5% 6,721 $1.9M
Dala Group, LLC 1.61% Reduce -46.3% 6,705 $1.9M
Sentinel Pension Advisors, LLC 0.28% Reduce -0.6% 6,693 $1.9M
Next Level Private LLC 0.43% Add +0.1% 6,670 $1.9M
Vilga Financial Planning LLC 1.71% No change 6,647 $1.9M
RMR Capital Management, LLC 1.38% Add +14.9% 6,644 $1.9M
Cassaday & Co Wealth Management LLC 0.04% Add +1.7% 6,640 $1.9M
BankPlus Wealth Management LLC 0.98% Add +23.5% 6,628 $1.9M
First County Bank 1.02% Add +3.9% 6,618 $1.9M
Cornerstone Financial Management LLC 1.74% Add +3.0% 6,599 $1.9M
Laraway Financial Advisors Inc 1.33% Reduce -2.0% 6,590 $1.9M
Moneco Advisors, LLC 0.15% Reduce -9.3% 6,580 $1.9M
Lanark Financial, Inc. 0.14% Add +1.1% 6,575 $1.9M
Curio Wealth, LLC 0.64% Reduce -1.5% 6,563 $1.9M
MidAtlantic Capital Management, Inc. 1.30% Add +3.9% 6,557 $1.9M
Neuberger Berman Group LLC 0.00% Add +15.3% 6,556 $1.9M
Oxford Financial Group, LTD. LLC 0.10% Reduce -1.2% 6,546 $1.9M
Medallion Wealth Advisors, LLC 0.61% Add +1.4% 6,543 $1.9M
Keating Financial Advisory Services, Inc. 0.30% Reduce -2.2% 6,539 $1.9M
Smithbridge Asset Management Inc. 0.28% New 6,533 $1.9M
Lincoln Capital Corp. 0.69% Reduce -0.3% 6,494 $1.9M
Yarger Wealth Strategies, LLC 0.75% Reduce -1.7% 6,454 $1.9M
Clearview Wealth Management LLC 1.30% — 6,416 $1.8M
Kiley Juergens Wealth Management, LLC 0.32% New 6,387 $1.8M
Sax Wealth Advisors, LLC 0.09% No change 6,317 $1.8M
Orion Porfolio Solutions, LLC 0.02% Reduce -65.7% 6,382 $1.8M
Opulen Financial Group LLC 1.29% Add +0.4% 6,377 $1.8M
John A. Wolfe & Associates, Inc. 2.81% Reduce -2.8% 6,374 $1.8M
Planning Directions Inc. 0.92% Reduce -11.0% 6,350 $1.8M
Citadel Advisors 0.00% New 6,348 $1.8M
Peak Asset Management, LLC 0.32% Reduce -3.4% 6,321 $1.8M
Security Financial Services, INC. 0.29% Add +3.6% 6,316 $1.8M
PGIM Custom Harvest LLC 0.03% Add +20.1% 6,313 $1.8M
SageView Advisory Group, LLC 0.07% Add +12.7% 6,305 $1.8M
Brown Miller Wealth Management, LLC 0.51% No change 6,221 $1.8M
Rockwood Wealth Management, LLC 0.13% Add +0.5% 6,215 $1.8M
New Wave Wealth Advisors LLC 0.62% Reduce -6.7% 6,185 $1.8M
Balanced Rock Investment Advisors LLC 1.24% Add +6.9% 6,152 $1.8M
BOS Asset Management, LLC 0.45% Add +2.1% 6,149 $1.8M
CFS Investment Advisory Services, LLC 0.12% Reduce -2.0% 5,750 $1.8M
Williams Jones Wealth Management, LLC. 0.02% No change 6,148 $1.8M
Kestra Investment Management, LLC 0.03% Reduce -98.1% 6,143 $1.8M
Midwest Financial Partners Investments, Inc. 0.93% Add +62.3% 6,132 $1.8M
Compass Planning Associates Inc 1.12% Add +18.0% 6,090 $1.7M
waypoint wealth counsel 0.90% Reduce -3.0% 6,056 $1.7M
Intrua Financial, LLC 0.19% Reduce -10.9% 6,040 $1.7M
Adirondack Trust Co. 0.58% No change 6,038 $1.7M
FCG Investment Co 0.76% — 6,028 $1.7M
Harbor Group, Inc. 0.25% Reduce -7.9% 6,024 $1.7M
Pachira Investments Inc. 0.81% Add +42.4% 6,005 $1.7M
Russell Investments Group, Ltd. 0.00% Reduce -44.6% 5,992 $1.7M
Rehmann Capital Advisory Group 0.09% Add +9.4% 5,974 $1.7M
Viawealth, LLC 0.95% Reduce -0.2% 5,971 $1.7M
Arsenal Capital Advisors LLC 1.24% Reduce -0.7% 5,944 $1.7M
Vident Advisory, LLC 0.01% No change 5,941 $1.7M
Range Advisory, LLC 0.32% Add +11.6% 5,932 $1.7M
Modern Wealth Management, LLC 0.03% Reduce -1.8% 5,882 $1.7M
LOM Asset Management Ltd 0.49% Reduce -1.9% 5,914 $1.7M
Bangor Savings Bank 0.14% Reduce -0.6% 5,911 $1.7M
SoundView Advisors Inc. 0.60% Add +0.3% 5,912 $1.7M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Add +13.7% 5,905 $1.7M
Landmark Wealth Management, LLC 0.45% Add +5.5% 5,905 $1.7M
Aspiriant, LLC 0.05% Add +0.2% 5,897 $1.7M
Strata Wealth Advisors, LLC 0.46% Reduce -4.2% 5,895 $1.7M
Kintra Wealth, LLC 0.12% New 5,893 $1.7M
Interactive Financial Advisors, Inc. 1.11% Add +3.4% 5,889 $1.7M
Clear Harbor Asset Management, LLC 0.12% Reduce -5.8% 5,867 $1.7M
Mitchell Sinkler & Starr 0.78% Add +2.6% 5,867 $1.7M
First Trust Advisors LP 0.00% Add +12.4% 5,798 $1.7M
Riverbend Wealth Management, LLC 1.03% Add +4.0% 5,789 $1.7M
Spire Wealth Management 0.06% Reduce -4.0% 5,745 $1.6M
Jacobi Capital Management LLC 0.09% Add +19.0% 5,714 $1.6M
Mascagni Wealth Management, Inc. 1.16% Add +0.1% 5,693 $1.6M
Leo H. Evart, Inc. 1.40% — 5,679 $1.6M
Cyndeo Wealth Partners, LLC 0.09% Reduce -0.2% 5,678 $1.6M
Fisher Asset Management 0.00% Add +23.0% 5,651 $1.6M
BCS Private Wealth Management, Inc. 0.49% No change 5,617 $1.6M
First Commonwealth Financial Corp 0.25% Reduce -60.6% 5,577 $1.6M
Stone Loft Wealth Management LLC 1.14% Add +338.3% 5,566 $1.6M
Oakworth Capital, Inc. 0.08% Add +84.9% 5,557 $1.6M
Optima Capital LLC 0.74% Add +12.6% 5,549 $1.6M
AlTi Global, Inc. 0.03% Reduce -26.5% 5,542 $1.6M
Checchi Capital Advisers, LLC 0.11% Reduce -15.2% 5,540 $1.6M
Chandler Asset Management, Inc. 0.24% No change 5,533 $1.6M
First National Trust Co 0.05% Reduce -1.1% 5,523 $1.6M
Marks Group Wealth Management, Inc 0.15% Reduce -0.5% 5,510 $1.6M
Wood Tarver Financial Group, LLC 0.44% Reduce -24.7% 5,507 $1.6M
Flagstar Securities, Inc. 0.57% Reduce -7.2% 5,492 $1.6M
Vista Investment Management 0.53% Reduce -0.4% 5,483 $1.6M
Hancock Whitney Corp. 0.03% Add +480.1% 20,344 $1.6M
Harbor Investment Advisory, LLC 0.12% Reduce -8.3% 5,463 $1.6M
Winthrop Advisory Group LLC 0.13% Reduce -2.0% 5,462 $1.6M
Sound Income Strategies, LLC 0.08% Reduce -0.4% 5,421 $1.6M
Forefront Wealth Partners, LLC 0.66% Add +17.0% 5,455 $1.6M
Crux Wealth Advisors 0.60% Reduce -6.8% 5,448 $1.6M
Addison Advisors LLC 0.34% Reduce -0.6% 5,428 $1.6M
Coordinated Financial Services, Inc. 0.91% Add +0.9% 5,412 $1.6M
Platform Technology Partners 0.30% Add +6.8% 5,408 $1.6M
Ascent Advisors, LLC 2.85% — 5,398 $1.6M
Biltmore Family Office, LLC 0.22% Reduce -8.2% 5,363 $1.5M
Appleton Partners Inc. 0.11% Reduce -1.4% 5,363 $1.5M
Synergy Financial Group, LTD 1.16% Reduce -0.3% 5,362 $1.5M
Twin Peaks Wealth Advisors, LLC 0.39% Add +0.0% 5,361 $1.5M
Yoffe Investment Management, LLC 1.97% No change 5,345 $1.5M
GAMMA Investing LLC 0.07% Add +0.8% 5,344 $1.5M
Watershed Private Wealth LLC 0.48% Reduce -19.0% 5,331 $1.5M
Brio Consultants, LLC 0.19% Add +241.4% 19,692 $1.5M
Aspen Investment Management Inc 0.47% Add +0.0% 5,329 $1.5M
Essex LLC 0.27% Add +0.6% 5,327 $1.5M
Truepoint, Inc. 0.03% Reduce -2.4% 5,324 $1.5M
Grange Capital, LLC 1.51% Reduce -5.2% 5,286 $1.5M
Waystone Advisors LLC 1.35% Add +29.6% 5,277 $1.5M
Everhart Financial Group, Inc. 0.13% Reduce -1.2% 5,241 $1.5M
Calder Financial LLC 1.49% Reduce -0.5% 5,193 $1.5M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -2.7% 5,216 $1.5M
B&D White Capital Company, LLC 0.19% Add +0.3% 5,212 $1.5M
Nvest Financial, LLC 0.56% Add +44.5% 5,189 $1.5M
FF Advisors,LLC 0.60% Add +265.0% 19,300 $1.5M
Pursuit Wealth Strategies, LLC 2.05% Reduce -1.1% 5,137 $1.5M
Luminist Capital LLC 1.97% Add +5.1% 5,120 $1.5M
Fiera Capital Corp 0.01% Reduce -43.9% 5,116 $1.5M
Wealth Care LLC 1.30% — 5,115 $1.5M
Mill Creek Capital Advisors, LLC 0.03% Add +0.2% 5,110 $1.5M
Evelyn Partners Investment Management Services Ltd 0.17% Add +10.9% 5,109 $1.5M
Thrive Capital Management, LLC 0.32% Add +91.8% 5,107 $1.5M
Portland Global Advisors LLC 0.16% Add +2.5% 5,069 $1.5M
Vines Capital Management, LLC 1.43% Reduce -1.3% 5,031 $1.4M
Old National Bancorp 0.02% Add +2.6% 5,027 $1.4M
B. Riley Wealth Advisors, Inc. 0.09% Reduce -20.1% 5,108 $1.4M
Cambridge Associates LLC /Ma/ 0.02% No change 4,992 $1.4M
Mission Wealth Management, LP 0.03% Reduce -9.3% 4,991 $1.4M
Graetz Wealth LLC 1.28% Add +6.8% 4,980 $1.4M
TrueWealth Advisors, LLC 0.36% Reduce -0.8% 4,975 $1.4M
Ramsay, Stattman, Vela & Price, Inc. 0.28% No change 4,973 $1.4M
Advisory Research Inc. 0.18% No change 4,966 $1.4M
Crewe Advisors LLC 0.12% Add +2.6% 4,965 $1.4M
Interchange Capital Partners, LLC 0.45% Add +4.5% 5,507 $1.4M
Beacon Financial Group 0.14% No change 4,950 $1.4M
Taylor & Morgan Wealth Management, LLC 0.81% Reduce -1.6% 4,938 $1.4M
Pallas Capital Advisors LLC 0.05% Reduce -15.7% 4,929 $1.4M
Redwood Family Wealth LLC 1.39% Reduce -4.8% 4,918 $1.4M
Mustard Seed Financial, LLC 0.84% Reduce -4.9% 4,886 $1.4M
Emerald Investment Advisers, LLC 0.13% — 4,879 $1.4M
Powers Advisory Group, LLC 0.49% Add +22.9% 4,874 $1.4M
Sherman Asset Management, Inc. 1.29% Add +8.0% 4,871 $1.4M
Voisard Asset Management Group, Inc. 0.30% No change 4,867 $1.4M
Legacy Trust 0.26% Reduce -0.3% 4,808 $1.4M
Novem Group 0.16% Reduce -0.3% 4,787 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% Add +11.0% 4,780 $1.4M
Windsor Advisory Group, LLC 1.15% Add +594.5% 4,771 $1.4M
Gilbert & Cook, Inc. 0.18% Reduce -2.5% 4,768 $1.4M
First American Trust, FSB 0.09% Reduce -0.1% 4,741 $1.4M
Capital Squared Financial LLC 1.03% Add +17.8% 4,719 $1.4M
Asset Dedication, LLC 0.09% Add +14.1% 4,719 $1.4M
Fairway Wealth LLC 0.36% Add +11.5% 4,714 $1.4M
Certuity, LLC 0.09% Add +18.4% 4,713 $1.4M
HM Payson & Co. 0.02% Add +0.1% 4,701 $1.4M
Ehrlich Financial Group 0.77% Reduce -0.4% 4,694 $1.3M
Chapin Davis, Inc. 0.30% Add +9.8% 4,682 $1.3M
Mosaic Financial Group, LLC 0.95% Add +0.1% 4,679 $1.3M
Cypress Capital Group 0.15% Reduce -15.3% 4,664 $1.3M
LJI Wealth Management, LLC 0.21% Add +2.9% 4,655 $1.3M
Level Wealth Management LLC 0.63% Add +28.9% 4,652 $1.3M
Coastline Trust Co 0.13% Add +10.5% 4,651 $1.3M
Cerity Partners Retirement Plan Advisors LLC 0.68% — 4,649 $1.3M
Golden State Wealth Management, LLC 0.15% Add +2.3% 4,645 $1.3M
Kelleher Financial Advisors 0.34% Add +6.1% 4,626 $1.3M
Fermata Advisors, LLC 0.30% Add +3.3% 4,624 $1.3M
Moss Adams Wealth Advisors LLC 0.10% Add +21.9% 4,600 $1.3M
Proffitt & Goodson Inc. 0.20% Reduce -0.8% 4,598 $1.3M
Evergreen Capital Management LLC 0.03% Reduce -27.8% 4,597 $1.3M
Geneos Wealth Management Inc. 0.03% Add +0.3% 4,581 $1.3M
OLIO Financial Planning 0.36% Reduce -5.9% 4,577 $1.3M
EagleClaw Capital Managment, LLC 0.18% Reduce -4.2% 4,565 $1.3M
Capstone Wealth Management Group, LLC 0.55% No change 4,560 $1.3M
Paragon Private Wealth Management, LLC 0.41% Add +22.6% 4,540 $1.3M
Montecito Bank & Trust 0.21% Add +6.6% 4,535 $1.3M
Fiduciary Family Office, LLC 0.37% No change 4,528 $1.3M
Strategies Wealth Advisors, LLC 0.13% Add +0.3% 4,524 $1.3M
Atlas Legacy Advisors, LLC 0.24% Add +6.7% 4,520 $1.3M
Granville Capital, Inc. 0.68% Reduce -3.5% 4,517 $1.3M
Dana Investment Advisors, Inc. 0.04% Reduce -3.9% 4,500 $1.3M
Etesian Wealth Advisors, Inc. 0.41% Reduce -3.2% 4,498 $1.3M
Eagle Wealth Strategies LLC 0.57% Add +35.3% 4,491 $1.3M
Sei Investments Co. 0.00% Add +28.9% 4,482 $1.3M
DMKC Advisory Services, LLC 0.54% Add +1.5% 4,476 $1.3M
Financial Management, Inc. 1.20% Reduce -0.0% 4,457 $1.3M
NBT Bank, N.A. 0.08% Add +26.6% 4,456 $1.3M
Heritage Family Offices, LLP 0.56% New 4,412 $1.3M
Hourglass Capital, LLC 0.26% New 4,410 $1.3M
EverSource Wealth Advisors, LLC 0.04% Add +10.1% 4,391 $1.3M
Tactive Advisors, LLC 0.36% Reduce -1.4% 4,390 $1.3M
Madrid Wealth Management, LLC 0.95% Reduce -3.6% 4,388 $1.3M
3Chopt Investment Partners, LLC 0.29% No change 4,368 $1.3M
New England Private Wealth Advisors LLC 0.14% Reduce -3.1% 4,360 $1.3M
Heck Capital Advisors, LLC 0.09% New 4,359 $1.3M
ARK & TLK Investments, LLC 0.34% No change 4,352 $1.2M
Southland Equity Partners LLC 0.24% Reduce -1.5% 4,348 $1.2M
CFC Planning Co LLC 0.90% Add +16.8% 4,337 $1.2M
GW&K Investment Management, LLC 0.01% No change 4,337 $1.2M
VestGen Investment Management 0.69% Reduce -53.5% 4,326 $1.2M
Farmers National Bank 0.27% Add +0.9% 4,325 $1.2M
Hurlow Wealth Management Group, Inc. 0.29% No change 4,311 $1.2M
Summit Investment Advisory Services, LLC 0.46% Add +2.8% 4,309 $1.2M
Kraft, Davis & Associates, LLC 0.26% New 16,023 $1.2M
High Note Wealth, LLC 0.24% Add +0.6% 4,305 $1.2M
OFS Enterprise LLC 0.36% — 4,300 $1.2M
Impact Capital Partners LLC 0.37% Reduce -7.4% 4,299 $1.2M
Trajan Wealth LLC 0.05% Add +7.7% 4,298 $1.2M
FDx Advisors, Inc. 0.39% Add +7.8% 4,271 $1.2M
Tme Financial, Inc. 0.85% Add +4.1% 4,248 $1.2M
Omega Financial Group, LLC 0.40% Reduce -0.0% 4,245 $1.2M
Goldstein Advisors, LLC 0.14% Add +27.7% 4,244 $1.2M
B & T Capital Management DBA Alpha Capital Management 0.18% Add +3.0% 4,234 $1.2M
QRG Capital Management, Inc. 0.01% Add +14.3% 4,231 $1.2M
Caitlin John, LLC 0.73% Reduce -1.9% 4,216 $1.2M
KPP Advisory Services LLC 0.18% Reduce -0.0% 4,213 $1.2M
Sachem Hill LLC 0.23% Reduce -1.2% 4,192 $1.2M
Sidoxia Capital Management, LLC 1.04% — 4,191 $1.2M
Birch Hill Investment Advisors LLC 0.05% Add +0.1% 4,187 $1.2M
TFC Financial Management, Inc. 0.15% Add +0.3% 4,176 $1.2M
Western Wealth Management, LLC 0.05% Add +57.0% 8,822 $1.2M
Bath Savings Trust Co 0.13% Add +81.8% 4,164 $1.2M
SteelPeak Wealth, LLC 0.04% Add +8.4% 4,159 $1.2M
Ironwood Investment Counsel, LLC 0.17% Reduce -7.3% 4,155 $1.2M
Financial Planning Navigators CORP 0.52% Reduce -1.0% 4,154 $1.2M
Kellett Wealth Advisors, LLC 0.65% Add +0.0% 4,147 $1.2M
CJM Wealth Advisers, Ltd. 0.36% Add +0.4% 4,145 $1.2M
Fulton Bank, N.A. 0.04% Add +1.3% 4,133 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -21.6% 4,126 $1.2M
Delta Financial Advisors LLC 0.31% Reduce -0.1% 4,119 $1.2M
HSBC Holdings PLC 0.00% Add +97.5% 4,107 $1.2M
Prosperity Bancshares Inc 0.94% Add +27.8% 4,096 $1.2M
Plante Moran Financial Advisors, LLC 0.08% Add +4.0% 4,072 $1.2M
Aire Advisors, LLC 0.21% Add +0.1% 4,031 $1.2M
Liberty Square Wealth Partners LLC 0.32% Reduce -1.4% 4,013 $1.2M
Tenzing Financial LLC 0.86% Reduce -4.8% 3,834 $1.1M
Wealth Architects, LLC 0.10% Add +0.6% 3,999 $1.1M
Elm3 Financial Group, LLC 0.97% Add +5.5% 3,997 $1.1M
Donor Advised Charitable Giving, Inc. 0.03% No change 3,987 $1.1M
Envision Financial Planning, LLC 0.41% No change 3,984 $1.1M
Gryphon Financial Partners LLC 0.12% Add +29.7% 3,983 $1.1M
Hiley Hunt Wealth Management 0.50% Add +0.4% 3,977 $1.1M
Bravera Wealth 0.51% Add +40.6% 3,974 $1.1M
Trueblood Wealth Management, LLC 0.45% Add +12.6% 3,965 $1.1M
Stephen J. Garry & Associates, LLC 0.92% Reduce -0.3% 3,964 $1.1M
Clayton Financial Group LLC 0.58% Reduce -16.5% 3,963 $1.1M
Blue Bell Private Wealth Management, LLC 0.16% Add +0.2% 3,961 $1.1M
Investment Advisory Group, LLC 0.29% Add +13.7% 3,959 $1.1M
Camelot Portfolios, LLC 0.85% Reduce -22.4% 3,957 $1.1M
Raffa Wealth Management, LLC 0.18% Add +116.0% 3,987 $1.1M
Community Trust & Investment Co. 0.06% No change 3,926 $1.1M
Traction Financial Partners, LLC 0.69% Reduce -10.2% 3,909 $1.1M
Lutz Financial Services LLC 0.08% Reduce -0.4% 3,908 $1.1M
Riverview Trust Co 1.38% No change 3,906 $1.1M
Stillwater Capital Advisors, LLC 0.13% No change 3,888 $1.1M
Bluestem Financial Advisors, LLC 0.43% Add +0.1% 3,879 $1.1M
Root Financial Partners, LLC 0.05% Reduce -1.9% 3,875 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.29% Reduce -22.3% 3,866 $1.1M
Simon Quick Advisors, LLC 0.05% Reduce -2.4% 3,866 $1.1M
Lee, Kelleher & Klein Wealth Management 0.66% No change 3,852 $1.1M
MPWM Advisory Solutions, LLC 0.59% Add +7.9% 3,851 $1.1M
Blossom Wealth Management 1.64% Add +5.7% 3,847 $1.1M
Revisor Wealth Management LLC 0.30% Reduce -4.1% 3,841 $1.1M
TABR Capital Management, LLC 1.01% Reduce -5.4% 3,830 $1.1M
Evernest Financial Advisors, LLC 0.23% Add +284.6% 14,360 $1.1M
Longview Financial Advisors, Inc. 0.67% Reduce -0.0% 3,811 $1.1M
Evanson Asset Management, LLC 0.06% Add +1.6% 3,808 $1.1M
Triangle Securities Wealth Management 0.25% Add +0.6% 3,804 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -4.0% 3,802 $1.1M
Fortitude Advisory Group L.L.C. 0.49% Reduce -1.3% 3,796 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Add +0.0% 3,783 $1.1M
Wilkins Miller Wealth Management, LLC 0.66% Add +9.1% 3,774 $1.1M
Kennebec Savings Bank 0.97% Reduce -0.5% 3,770 $1.1M
Park National Corp. 0.03% New 3,761 $1.1M
BridgePort Financial Solutions, LLC 0.31% Add +0.8% 3,757 $1.1M
Kuhn & Co Investment Counsel 0.69% No change 3,754 $1.1M
17 Capital Partners, LLC 0.56% New 3,751 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +3.6% 3,739 $1.1M
Seek First Inc. 0.75% Add +0.4% 3,717 $1.1M
Wealth Management Nebraska 0.11% Add +67.4% 3,706 $1.1M
Pinnacle Bancorp, Inc. 0.31% Add +8.6% 3,703 $1.1M
Guyasuta Investment Advisors Inc. 0.06% Add +13.4% 3,693 $1.1M
Bannerstone Capital Management, LLC 0.98% Add +0.4% 3,683 $1.1M
Ardent Capital Management, Inc. 0.45% No change 3,680 $1.1M
Mitchell Capital Management Co. 0.19% Reduce -2.6% 3,669 $1.1M
OMNI 360 Wealth, Inc. 0.54% Reduce -0.8% 3,653 $1.0M
Great Diamond Partners, LLC 0.20% Add +5.0% 3,651 $1.0M
Yukon Wealth Management, Inc. 0.62% Add +1.0% 3,637 $1.0M
Muirfield Wealth Advisors LLC 0.77% Add +10.9% 3,631 $1.0M
Hobbs Group Advisors, LLC 0.31% Reduce -3.8% 3,623 $1.0M
Melone Private Wealth, LLC 0.42% No change 3,621 $1.0M
Wernau Asset Management Inc. 1.08% Reduce -5.4% 3,617 $1.0M
Vista Investment Partners Ii, LLC 0.46% Add +24.8% 3,604 $1.0M
German American Bancorp, Inc. 0.09% Reduce -1.1% 3,595 $1.0M
Allegiance Financial Group Advisory Services LLC 0.20% Reduce -26.4% 3,573 $1.0M
International Assets Investment Management, LLC 0.07% Reduce -4.1% 3,549 $1.0M
Keebeck Wealth Management 0.12% Reduce -1.5% 3,569 $1.0M
Financial Strategies Group, Inc. 0.17% Add +366.4% 13,345 $1.0M
Beaird Harris Wealth Management, LLC 0.07% Add +1.1% 3,558 $1.0M
WealthBridge Capital Management, LLC 0.24% No change 3,558 $1.0M
Hegarty Advisors, LLC 0.80% Add +29.4% 3,543 $1.0M
Keystone Wealth Services, LLC 0.22% Add +0.7% 3,534 $1.0M
Murphy & Mullick Capital Management Corp 0.75% Reduce -2.0% 3,531 $1.0M
MilWealth Group LLC 0.24% Reduce -0.8% 3,525 $1.0M
Covenant Asset Management, LLC 0.21% Reduce -3.0% 3,518 $1.0M
Plan Group Financial, LLC 0.24% Add +0.1% 3,511 $1.0M
Waldron Private Wealth LLC 0.04% Reduce -2.4% 3,510 $1.0M
Greenhouse Wealth Management, LLC 0.62% Reduce -0.2% 3,507 $1.0M
Lexington Hill Partners, LLC 0.57% Reduce -8.6% 3,478 $999K
Cornerstone Wealth Group, LLC 0.06% Add +252.1% 13,003 $997K
Kwmg, LLC 0.08% Reduce -3.0% 3,459 $993K
Journey Advisory Group, LLC 0.09% Reduce -19.6% 3,455 $992K
Claris Financial LLC 0.54% Add +42.0% 3,448 $990K
Randolph Co Inc 0.09% Reduce -0.7% 3,444 $989K
CDKV Holdings LLC 0.87% Reduce -0.0% 3,437 $987K
Madden Advisory Services, Inc. 0.39% Add +0.5% 3,425 $984K
Lazard Asset Management LLC 0.00% No change 3,400 $976K
Silvia McColl Wealth Management, LLC 0.64% No change 3,399 $976K
Tranquility Partners, LLC 0.37% Reduce -0.3% 3,392 $974K
SC&H Financial Advisors, Inc. 0.15% No change 3,388 $973K
Per Stirling Capital Management, LLC. 0.11% Add +27.0% 3,378 $970K
Pacific Park Financial, Inc. 0.63% Add +35.2% 3,363 $966K
Petix & Botte Co 0.43% Reduce -53.4% 3,350 $962K
Empowered Funds, LLC 0.01% New 3,349 $962K
Marotta Asset Management 0.18% No change 3,327 $962K
Summit Wealth Partners, LLC 0.15% Reduce -0.4% 3,345 $961K
TD Waterhouse Canada Inc. 0.00% Add +179.6% 3,335 $960K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Reduce -6.9% 3,330 $956K
Kelman-Lazarov, Inc. 0.14% Add +0.1% 3,304 $949K
NTV Asset Management LLC 0.10% No change 3,300 $948K
Athena Investment Management 0.49% Add +6.7% 3,295 $946K
Collective Family Office LLC 0.21% Add +1.1% 3,287 $944K
Autumn Glory Partners, LLC 0.35% Reduce -1.3% 3,283 $943K
Trust Co. of Toledo NA 0.09% Add +4.8% 3,282 $943K
LifePlan Financial, LLC 0.70% Reduce -3.2% 3,281 $942K
Miller Capital Partners, Inc. 0.46% Add +0.1% 3,278 $941K
Darden Wealth Group Inc 0.48% Reduce -23.4% 3,271 $939K
LaSalle St. Investment Advisors, LLC 0.13% Add +81.4% 3,262 $937K
Garde Capital, Inc. 0.06% Add +5.3% 3,261 $936K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.84% Add +0.1% 3,257 $935K
National Wealth Management Group, LLC 0.35% Reduce -39.7% 3,252 $934K
Warwick Investment Management, Inc. 0.13% Add +6.7% 3,241 $931K
FAS Wealth Partners, Inc. 0.06% Add +13.5% 3,237 $930K
Breakwater Capital Group 0.12% Reduce -0.4% 3,234 $929K
Florida Financial Advisors, LLC 0.22% Add +10.8% 3,225 $926K
Apex Wealth Management, LLC 0.63% Reduce -4.3% 3,219 $924K
Midland Wealth Advisors, LLC 0.05% Reduce -1.9% 3,218 $924K
Carmel Capital Partners, LLC 0.33% Add +0.3% 3,211 $922K
Kohmann Bosshard Financial Services, LLC 0.09% No change 3,211 $922K
First Business Financial Services, Inc. 0.08% Add +8.0% 3,205 $920K
Oxbow Advisors, LLC 0.08% No change 3,205 $920K
Comprehensive Financial Planning, Inc. 0.64% Add +3.6% 3,195 $918K
Antonelli Financial Advisors, LLC 0.63% Reduce -2.1% 3,182 $914K
MidFirst Bank 0.08% Add +8.0% 3,179 $913K
Signaturefd, LLC 0.01% Add +15.7% 3,162 $908K
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -99.9% 3,162 $908K
Farnam Financial LLC 0.74% Reduce -7.2% 3,144 $903K
Chemistry Wealth Management LLC 0.16% Reduce -10.3% 3,141 $902K
Strategic Financial Services, Inc. 0.04% Add +143.1% 3,136 $901K
Shade Tree Advisors LLC 0.64% No change 3,125 $897K
Clark Capital Management Group, Inc. 0.01% Add +21.4% 3,114 $894K
Ballast Rock Private Wealth LLC 0.49% Add +0.3% 3,109 $893K
Sachetta, LLC 0.48% Reduce -1.0% 3,103 $891K
First Community Trust NA 0.66% Reduce -13.9% 3,096 $889K
World Equity Group, Inc. 0.23% Add +1.9% 3,091 $888K
Plan A Wealth LLC 0.42% Reduce -7.9% 3,083 $886K
Sonata Capital Group Inc. 0.33% Reduce -2.4% 3,082 $885K
Guardian Financial Partners, LLC 0.37% Reduce -4.8% 3,081 $885K
Capital Investment Advisors, LLC 0.01% Add +4.3% 3,072 $882K
Mascoma Wealth Management LLC 0.18% Reduce -6.0% 3,064 $880K
RPS Advisory Solutions LLC 0.50% Reduce -1.5% 3,055 $877K
Adamsbrown Wealth Consultants LLC 0.23% Add +0.6% 3,054 $877K
FMB Wealth Management 0.36% New 3,050 $876K
Pecaut & Co. 0.28% Add +3.0% 3,041 $873K
Donaldson Capital Management, LLC 0.03% Reduce -6.1% 3,038 $872K
Wiregrass Investment Management LLC 0.72% No change 3,036 $872K
Detalus Advisors, LLC 0.20% Add +0.1% 3,035 $872K
TOWER TRUST & INVESTMENT Co 0.57% Add +6.4% 3,034 $871K
Matrix Private Capital Group LLC 0.42% Reduce -14.1% 3,027 $869K
Forza Wealth Management, LLC 0.30% Add +11.7% 3,025 $869K
McGuire Investment Group, LLC 0.10% Add +4.1% 3,024 $868K
Kieckhefer Group LLC 0.41% No change 3,021 $868K
Advisory Alpha, LLC 0.02% Add +11.6% 3,019 $867K
Strategic Blueprint, LLC 0.05% Reduce -2.1% 2,998 $861K
Oakmont Advisory Group, LLC 0.87% Add +27.3% 2,986 $857K
Fairview Capital Investment Management, LLC 0.05% Reduce -41.3% 2,983 $857K
Compass Capital Corp. /Ma/ 0.31% Add +293.6% 11,052 $856K
TFB Advisors LLC 0.45% Reduce -24.2% 2,977 $855K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.35% Add +16.6% 2,972 $854K
Curbstone Financial Management Corp 0.16% No change 2,970 $853K
Security National Bank of So Dak 0.41% Add +35.7% 2,955 $849K
Alexander Labrunerie & Co., Inc. 0.32% Reduce -1.1% 2,951 $847K
Old North State Trust, LLC 0.50% Add +5.8% 2,949 $847K
Webster Bank, N. A. 0.08% Add +52.6% 2,941 $845K
O'ROURKE & COMPANY, Inc 0.33% Reduce -10.2% 2,934 $843K
Capital Asset Managemnet, LLC 0.94% Add +0.0% 2,917 $838K
L. Roy Papp & Associates, LLP 0.10% Add +0.1% 2,915 $837K
Brookwood Investment Group LLC 0.11% Reduce -1.1% 2,912 $836K
Aufman Associates Inc 0.41% Reduce -0.0% 2,905 $834K
Red Door Wealth Management, LLC 0.09% Add +5.5% 2,898 $832K
Onyx Bridge Wealth Group LLC 0.09% Add +0.8% 2,884 $828K
KMG Fiduciary Partners, LLC 0.06% Reduce -8.1% 2,871 $824K
Howard Financial Services, LTD. 0.09% New 2,861 $822K
Horst & Graben Wealth Management LLC 0.11% Add +313.3% 10,720 $821K
Pennington Partners & Co., LLC 0.28% Add +0.4% 2,851 $819K
Asset Advisory Group, Inc. 0.41% Add +1.0% 2,848 $818K
RiverFront Investment Group, LLC 0.01% Add +13.4% 2,838 $815K
Investors Asset Management of Georgia Inc. /Ga/ 0.33% Add +19.0% 2,836 $814K
Fiduciary Financial Group, LLC 0.11% Reduce -0.1% 2,829 $812K
Kirtland Hills Capital Management, LLC 0.26% Add +300.1% 10,590 $810K
Peterson Wealth Advisors, LLC 0.11% Add +0.3% 2,817 $809K
WBH Advisory Inc. 0.06% Add +0.0% 2,794 $808K
Integrity Wealth Partners, LLC 0.73% — 2,809 $807K
Churchill Financial Advisors, LLC 0.17% Reduce -27.6% 2,808 $806K
True North Advisors, LLC 0.09% Add +2.1% 2,805 $806K
Legacy Private Trust Co. 0.05% Add +0.0% 2,797 $803K
J2 Capital Management Inc 0.55% Add +12.6% 2,796 $803K
Daviman Financial, LLC 0.47% Reduce -16.8% 2,795 $803K
Alerus Financial NA 0.04% Add +11.3% 2,784 $800K
Traphagen Investment Advisors LLC 0.06% Reduce -0.1% 2,784 $799K
McDonald Partners LLC 0.19% Add +100.7% 2,783 $799K
Private Wealth Group, LLC 0.37% No change 2,778 $798K
Wellington-Altus USA Inc. 0.47% Add +325.9% 9,860 $794K
Financial Symmetry Inc 0.28% Add +216.1% 10,263 $793K
Catalyst Financial Partners LLC 0.09% Add +64.9% 2,755 $791K
Apollon Financial, LLC 0.11% Add +2.6% 2,754 $791K
Greenline Partners, LLC 0.08% No change 2,750 $790K
Outbound Financial Inc 0.59% No change 2,747 $789K
Perryman Financial Advisory Inc. 0.12% Add +1.6% 2,738 $786K
Focused Alpha, LLC 0.24% Add +18.1% 2,732 $785K
Diversified Portfolios, Inc. 0.06% Add +8.4% 2,731 $784K
MBM Wealth Consultants, LLC 0.18% Add +1.8% 2,705 $777K
Strid Group, LLC 0.10% Add +82.6% 2,702 $776K
Sloy Dahl & Holst, LLC 0.11% Add +12.1% 2,694 $774K
Willow Financial LLC 0.78% No change 2,692 $773K
Avantax Planning Partners, Inc. 0.02% Add +11.6% 2,692 $773K
Grandfield & Dodd, LLC 0.04% Add +1.8% 2,686 $772K
Libra Wealth LLC 0.22% No change 2,677 $769K
ETF Store, Inc. 0.75% Reduce -0.2% 2,674 $768K
TFR Capital, LLC. 0.24% Reduce -0.0% 2,674 $768K
Ti-Trust, Inc. 0.45% Reduce -0.3% 2,646 $760K
Strategic Equity Management 0.28% Reduce -19.2% 2,629 $755K
Aberdeen Wealth Management LLC 0.34% Add +12.1% 2,615 $751K
Disciplined Investments, LLC 0.27% Reduce -2.4% 2,614 $751K
Penobscot Investment Management Company, Inc. 0.06% Add +6.0% 2,605 $748K
Sovereign Financial Group, Inc. 0.13% Reduce -14.9% 2,601 $747K
WJ Financial Advisors LLC 0.60% No change 2,588 $743K
Brooklyn Investment Group 0.02% Add +35.6% 2,587 $743K
Bedel Financial Consulting, Inc. 0.09% Reduce -1.8% 2,585 $742K
Moors & Cabot, Inc. 0.03% Reduce -4.9% 2,584 $742K
Empirical Asset Management, LLC 0.20% Add +0.1% 10,093 $742K
OpenArc Corporate Advisory, LLC 0.01% Add +28.8% 2,583 $742K
Clark Asset Management, LLC 0.07% Add +90.9% 2,572 $738K
Noble Wealth Management PBC 0.38% Reduce -1.0% 2,570 $738K
Willis Investment Counsel 0.04% No change 2,567 $737K
Bakala Capital LLC 3.53% Add +0.4% 2,558 $735K
Foster Dykema Cabot & Partners, LLC 0.05% No change 2,553 $733K
Hibernia Wealth Partners, LLC 0.22% Reduce -2.0% 2,551 $732K
Eagle Bay Advisors LLC 0.65% Add +0.0% 2,539 $732K
Walled Lake Planning & Wealth Management, LLC 0.21% Reduce -8.2% 2,541 $730K
SpringVest Wealth Management LLC 0.50% Add +10.5% 2,539 $729K
Keystone Financial Services, LLC 0.49% Reduce -0.6% 2,536 $728K
WealthTrak Capital Management LLC 0.52% Reduce -0.7% 2,528 $726K
Bestgate Wealth Advisors, LLC 1.31% Reduce -9.7% 2,527 $726K
Davidson Trust Co. 0.31% Add +6.1% 2,515 $722K
Wells Financial Advisors INC 3.28% Reduce -62.6% 2,513 $722K
PCG Asset Management, LLC 0.58% Add +108.4% 2,513 $722K
Astra Wealth Partners LLC 0.45% Reduce -0.7% 2,502 $719K
Human Investing LLC 0.10% Add +20.6% 2,502 $718K
Urban Financial Advisory Corp 0.25% Add +25.8% 2,501 $718K
Koss-Olinger Consulting, LLC 0.06% Reduce -32.3% 2,498 $717K
Signal Tree Financial Partners LLC 0.54% Reduce -6.7% 2,489 $715K
Shared Vision Wealth Group LLC 0.29% Add +107.3% 2,488 $715K
Financial Alternatives, Inc 0.38% No change 2,486 $714K
Freestone Capital Holdings, LLC 0.02% Add +0.7% 2,470 $709K
Welch Group, LLC 0.03% Reduce -16.1% 2,469 $709K
Olde Wealth Management, LLC 0.22% Reduce -6.1% 2,469 $709K
Independence Bank of Kentucky 0.09% Reduce -1.9% 2,461 $707K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -12.4% 2,461 $707K
Diligent Investors, LLC 0.17% No change 2,457 $706K
Howard Capital Management Group, LLC 0.05% No change 2,453 $704K
Chokshi & Queen Wealth Advisors, Inc 0.38% No change 2,452 $704K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +0.7% 2,452 $704K
Jim Saulnier & Associates, LLC 0.34% Add +80.7% 2,450 $703K
Hummer Financial Advisory Services Inc 0.50% Add +6.5% 2,449 $703K
Financial Security Advisor, Inc. 0.13% Add +0.4% 2,446 $702K
Lee Danner & Bass Inc. 0.04% No change 2,427 $697K
Lifeworks Advisors, LLC 0.09% Reduce -25.0% 2,418 $694K
Angeles Wealth Management, LLC 0.04% Add +6.5% 2,415 $694K
Selective Wealth Management, Inc. 0.21% Add +295.3% 9,120 $692K
Forum Financial Management, LP 0.01% Reduce -6.2% 2,409 $692K
Briggs Wealth Management, Inc 0.73% Reduce -6.6% 2,405 $691K
Eventide Asset Management, LLC 0.01% New 2,403 $690K
Clearwave Capital, LLC 0.47% Add +0.3% 2,399 $689K
Acorn Wealth Advisors, LLC 0.20% Add +37.0% 2,398 $689K
Private Advisory Group LLC 0.05% Reduce -0.5% 2,389 $686K
Pandi, LLC 0.11% New 2,383 $684K
Graney & King, LLC 0.37% No change 2,369 $680K
Founders Financial Alliance, LLC 0.12% Reduce -10.6% 2,367 $680K
First Interstate Bank 0.04% Add +4.0% 2,365 $679K
Pacific Sun Financial Corp 0.33% Add +9.3% 2,363 $679K
Luminvest Wealth Management LLC 0.18% Add +36.5% 2,497 $678K
Kera Capital Partners, Inc. 0.08% No change 2,360 $678K
Tred Avon Family Wealth, LLC 0.23% No change 2,356 $677K
Colonial Trust Co / SC 0.09% Reduce -0.9% 2,354 $676K
Livet Wealth, LLC 0.43% Reduce -9.8% 2,348 $674K
Cannell & Spears LLC 0.01% Add +15.3% 2,345 $673K
Millington Financial Advisors, LLC 0.28% Add +294.0% 8,791 $673K
Sonoma Allocations LLC 0.23% Reduce -1.8% 2,310 $672K
Strategic Wealth Advisors LLC 0.54% Add +2.6% 2,340 $672K
Advance Capital Management, Inc. 0.03% Reduce -0.7% 2,338 $671K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -3.2% 2,319 $666K
Johnson Financial Group, Inc. 0.02% Reduce -7.7% 2,312 $664K
Rinkey Investments 0.17% No change 2,307 $663K
Gibbs Wealth Management 0.09% Add +67.8% 2,304 $662K
Blom & Howell Financial Planning, Inc. 0.65% Reduce -35.2% 2,302 $661K
Shrier Wealth Management, LLC 0.24% No change 2,295 $659K
Buttonwood Financial Advisors Inc. 0.22% Reduce -0.3% 2,292 $658K
Fort Vancouver Investment Management, LLC 0.33% No change 2,290 $658K
FSM Wealth Advisors, LLC 0.08% Add +18.4% 2,289 $657K
Beacon Capital Management, LLC 0.12% Reduce -6.7% 2,288 $657K
Palisade Asset Management, LLC 0.07% No change 2,286 $656K
Aaron Wealth Advisors LLC 0.04% No change 2,278 $654K
North Star Investment Management Corp. 0.04% Add +0.1% 2,277 $654K
Jaffetilchin Investment Partners, LLC 0.04% Add +0.2% 2,267 $651K
StrongBox Wealth, LLC 0.21% Reduce -31.6% 2,263 $650K
Annex Advisory Services, LLC 0.01% Reduce -1.4% 2,256 $648K
Nolet Wealth Management, LLC 0.37% No change 2,250 $646K
Armstrong Henry H Associates Inc. 0.07% No change 2,248 $646K
Park Edge Advisors, LLC 0.15% Add +0.0% 2,244 $645K
Sara-Bay Financial 0.19% Add +3.6% 2,228 $640K
Geneva Partners, LLC 0.31% Add +8.7% 2,223 $638K
Paces Ferry Wealth Advisors, LLC 0.26% Add +4.3% 2,213 $635K
Busey Bank 0.02% Reduce -5.3% 2,211 $635K
Modus Advisors, LLC 0.17% Reduce -49.1% 2,209 $635K
Paulson Wealth Management Inc. 0.15% Add +0.6% 2,194 $630K
Sequent Asset Management, LLC 0.30% No change 2,187 $628K
Winthrop Capital Management, LLC 0.16% No change 2,188 $628K
Comprehensive Money Management Services LLC 0.41% No change 2,185 $627K
Townsquare Capital LLC 0.14% Add +32.2% 2,182 $627K
Values Added Financial LLC 0.26% Reduce -10.3% 2,181 $626K
Unique Wealth, LLC 0.09% Reduce -1.1% 2,181 $626K
Swisher Financial Concepts, Inc. 0.35% Reduce -1.3% 2,176 $625K
DecisionMap Wealth Management, LLC 0.40% Reduce -6.4% 2,167 $622K
Purkiss Capital Advisors LLC 0.27% Reduce -2.9% 2,150 $617K
Stonebridge Financial Group, LLC 0.05% Add +17.3% 2,148 $617K
Convergence Financial, LLC 0.07% Add +339.9% 4,456 $616K
Capital Group Private Client Services, Inc. 0.01% No change 2,141 $615K
Beacon Bank & Trust 0.13% Reduce -16.1% 2,140 $615K
Valley Forge Investment Consultants Inc. Adv 0.18% Reduce -12.9% 2,137 $614K
Sargent Investment Group, LLC 0.08% No change 2,133 $613K
Grey Ledge Advisors, LLC 0.14% Add +2.5% 2,126 $610K
Sanchez Gaunt Capital Management, LLC 0.38% — 2,124 $610K
Summit Wealth Group LLC / Co. 0.06% Add +55.2% 2,121 $609K
Mayfair Advisory Group, LLC 0.21% Add +3.6% 2,119 $609K
SVB Wealth LLC 0.04% Reduce -1.5% 2,109 $606K
Prospera Capital Management, LLC 0.30% No change 2,105 $605K
Thayer Partners, LLC / MA 0.29% Add +0.3% 2,101 $603K
Keel Point, LLC 0.04% Reduce -37.5% 2,098 $603K
Baron Wealth Management LLC 0.18% Reduce -0.3% 2,097 $602K
Trust Point Inc. 0.05% Add +0.8% 2,094 $601K
Eastern Bank 0.01% Reduce -3.1% 2,092 $601K
Lodestone Wealth Management LLC 0.24% Add +0.2% 2,090 $600K
One Day In July LLC 0.05% Add +60.1% 2,089 $600K
Park Capital Management, LLC / WI 0.58% Reduce -0.1% 2,087 $599K
Unified Investment Management 0.62% No change 2,081 $598K
KCM Investment Advisors LLC 0.02% Reduce -84.8% 2,069 $594K
Stokes Family Office, LLC 0.06% Add +1.6% 2,069 $594K
Mengis Capital Management, Inc. 0.10% No change 2,065 $593K
Huntleigh Advisors, Inc. 0.10% Add +18.1% 2,059 $591K
FC Advisory LLC 0.17% No change 2,051 $589K
Atala Financial Inc 0.40% No change 2,034 $589K
Nottingham Advisors, Inc. 0.08% No change 2,049 $588K
Parkside Financial Bank & Trust 0.05% Reduce -21.8% 2,048 $588K
Accel Wealth Management 0.15% Add +3.0% 2,046 $588K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Reduce -9.5% 2,041 $586K
Turtle Creek Wealth Advisors, LLC 0.04% Add +8.8% 2,041 $586K
Geometric Wealth Advisors 0.07% No change 2,040 $586K
Deutsche Bank AG 0.00% Reduce -32.6% 2,034 $584K
Physician Wealth Advisors, Inc. 0.08% Add +0.6% 2,030 $583K
Octavia Wealth Advisors, LLC 0.06% Add +1.5% 2,020 $580K
Redhawk Wealth Advisors, Inc. 0.06% Add +8.2% 2,017 $579K
Optivise Advisory Services LLC 0.35% Add +5.0% 2,003 $575K
Cape Investment Advisory, Inc. 0.19% Add +9.7% 1,999 $574K
Birchcreek Wealth Management, LLC 0.27% Reduce -8.1% 1,988 $571K
EdgeRock Capital LLC 0.15% Reduce -3.1% 1,983 $569K
BIP Wealth, LLC 0.02% Reduce -12.9% 1,976 $568K
Stone House Investment Management, LLC 0.10% Add +0.4% 1,974 $567K
Aspen Grove Capital, LLC 0.11% Add +0.2% 1,965 $565K
Elevatus Welath Management 0.30% Reduce -49.3% 1,963 $564K
American Institute for Advanced Investment Management, LLP 0.36% Reduce -7.1% 1,960 $563K
Magnolia Capital Management Ltd. 0.38% No change 1,950 $560K
Winebrenner Capital Management LLC 0.36% Add +0.8% 1,946 $559K
Astoria Portfolio Advisors LLC. 0.12% Add +311.5% 7,296 $559K
Fortem Financial Group, LLC 0.14% Reduce -1.7% 1,943 $558K
Ranch Capital Advisors Inc. 0.20% Add +2.0% 1,941 $557K
Aspire Growth Partners LLC 0.38% Add +2.5% 1,935 $556K
Old Peak Finance LLC 0.32% Reduce -2.3% 1,934 $555K
Fishman Jay A Ltd. 0.05% Reduce -1.3% 1,927 $553K
Blake Schutter Theil Wealth Advisors, LLC 0.45% Add +0.5% 1,927 $553K
Cove Private Wealth, LLC 0.13% Add +20.3% 1,925 $553K
Kennicott Capital Management LLC 0.30% No change 1,925 $553K
Inman Jager Wealth Management, LLC 0.32% Add +1.5% 1,916 $550K
Investment Planning Advisors, Inc. 0.15% Add +3.3% 1,915 $550K
Sterling Financial Planning, Inc. 0.16% Add +2.1% 1,912 $549K
Lyell Wealth Management, LP 0.04% No change 1,908 $548K
GuidedMoney, LLC 0.29% Add +2.9% 1,899 $545K
Orcam Financial Group 0.39% Add +0.3% 1,899 $545K
Joule Financial, LLC 0.16% New 1,898 $545K
Capital Developers, LLC 0.49% Add +0.1% 1,898 $545K
Morton Capital Management LLC 0.08% Add +47.8% 1,896 $544K
CGN Advisors LLC 0.04% Reduce -6.7% 1,895 $544K
R. W. Roge & Company, Inc. 0.26% Reduce -26.3% 1,897 $544K
Hoese & Co LLP 0.40% No change 1,890 $543K
Burkett Financial Services, LLC 0.19% Add +3.3% 1,889 $543K
ETF Portfolio Partners, Inc. 0.14% Reduce -8.4% 1,886 $542K
Monetary Solutions, Ltd 0.52% Add +30.3% 1,884 $541K
Meridian Wealth Partners, LLC 0.07% No change 1,871 $537K
Howard Wealth Management, LLC 0.22% Reduce -0.6% 1,859 $534K
Third View Private Wealth, LLC 0.07% New 1,858 $534K
Pettyjohn, Wood & White, Inc. 0.08% Reduce -0.8% 1,855 $533K
Bensler, LLC 0.05% Add +82.9% 1,853 $532K
Waterloo Capital, L.P. 0.04% Reduce -0.2% 1,850 $531K
Ariadne Wealth Management, LP 0.24% No change 1,850 $531K
First Bank & Trust 0.09% Reduce -2.4% 1,850 $531K
DHJJ Financial Advisors, Ltd. 0.18% Add +35.9% 1,846 $530K
Sentinel Advisory Group, LLC 0.26% — 1,846 $530K
Marion Wealth Management 0.12% No change 1,837 $528K
Canandaigua National Trust Co of Florida 0.42% Reduce -2.3% 1,822 $523K
BSW Wealth Partners 0.06% Reduce -0.2% 1,817 $522K
Beacon Investment Advisory Services, Inc. 0.02% No change 1,815 $521K
Westmount Partners, LLC 0.13% Add +0.3% 1,811 $520K
Carr Financial Group Corp 0.14% Reduce -19.3% 1,807 $519K
Live Oak Private Wealth LLC 0.07% No change 1,804 $518K
Bison Wealth, LLC 0.05% Add +297.1% 6,700 $516K
Bluedoor Private Wealth, LLC 0.24% Add +56.9% 1,797 $516K
Centaurus Financial, Inc. 0.02% Add +6.4% 1,793 $515K
Fort Sheridan Advisors LLC 0.06% Add +9.7% 1,791 $514K
Chicago Capital, LLC 0.01% Add +3.3% 1,788 $513K
Hutchens & Kramer Investment Management Group, LLC 0.16% Add +3.2% 1,783 $512K
Westbourne Investments, Inc. 0.24% Add +0.1% 1,775 $510K
Goepper Burkhardt LLC 0.17% Reduce -5.9% 1,772 $509K
TRUE Private Wealth Advisors 0.05% New 1,769 $508K
Am Investment Strategies LLC 0.11% No change 1,761 $506K
Dunhill Financial, LLC 0.12% Add +80.8% 1,759 $505K
Sightline Wealth Advisors, LLC 0.21% Add +0.2% 1,758 $505K
SIMA Wealth Partners, LLC 0.38% No change 1,754 $504K
Tradewinds Capital Management, LLC 0.10% Add +0.2% 1,751 $503K
Financial Partners Group, Inc 0.06% Reduce -0.4% 1,750 $503K
Capital City Trust Co. 0.11% No change 1,750 $503K
Cora Capital Advisors LLC 0.17% Reduce -11.2% 1,746 $501K
Verum Partners LLC 0.10% Add +0.3% 1,741 $500K
NorthLanding Financial Partners, LLC 0.40% Reduce -0.7% 1,740 $500K
Davis R M Inc. 0.01% No change 1,739 $499K
Shira Ridge Wealth Management 0.20% Reduce -0.3% 1,738 $499K
Osborne Partners Capital Management, LLC 0.03% Add +98.3% 1,737 $499K
Everstar Asset Management, LLC 0.26% Add +0.4% 1,722 $495K
Capital Investment Counsel, LLC 0.07% No change 1,721 $494K
Accretive Wealth Partners, LLC 0.14% No change 1,712 $492K
E6 Portfolios, LLC 0.51% Add +4.9% 1,704 $489K
HBK Sorce Advisory LLC 0.01% Add +275.2% 6,341 $489K
Washington Trust Advisors, Inc. 0.04% Add +5.3% 1,702 $489K
Hickory Point Bank & Trust 0.32% No change 1,700 $488K
Hardy Reed LLC 0.04% No change 1,700 $488K
Summit Wealth & Retirement Planning, Inc. 0.12% No change 1,699 $488K
Asempa Wealth Advisors 0.42% Add +0.4% 1,686 $487K
Private Management Group Inc. 0.01% No change 1,692 $486K
GHP Investment Advisors, Inc. 0.02% Add +0.5% 1,691 $486K
Jefferson Bridge Capital, LLC 0.48% Add +2.3% 1,676 $481K
Good Harbor Advisors, Inc. 0.53% Reduce -0.5% 1,675 $481K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -0.2% 1,665 $478K
Thrive Wealth Management, LLC 0.07% Add +16.2% 1,665 $478K
Hardin Capital Partners, LLC 0.22% Add +9.1% 1,662 $477K
Topsail Wealth Management, LLC 0.07% Reduce -22.9% 1,661 $477K
Client 1ST Advisory Group, LLC 0.14% No change 1,661 $477K
Grantvest Financial Group LLC 0.31% Reduce -5.6% 1,657 $476K
Zacks Investment Management 0.00% Add +17.2% 1,655 $475K
Naples Global Advisors, LLC 0.03% No change 1,649 $474K
Becker Capital Management Inc. 0.01% Reduce -52.4% 1,646 $473K
Gainplan LLC 0.35% Reduce -84.4% 1,643 $472K
Fischer Investment Strategies, LLC 0.28% Reduce -19.9% 1,642 $472K
Advisory Advocates, LLC 0.48% Add +36.6% 1,641 $471K
Avestar Capital, LLC 0.03% Reduce -0.3% 1,637 $470K
Covestor Ltd 0.32% Add +4.3% 1,632 $469K
Ferguson Wellman Capital Management, Inc. 0.01% No change 1,630 $468K
Washington Growth Strategies LLC 0.31% Reduce -9.5% 1,629 $468K
Newport Capital Group, LLC 0.28% Reduce -1.3% 1,625 $467K
RVW Wealth, LLC 0.04% No change 1,622 $466K
Myecfo, LLC 0.19% Add +5.2% 1,610 $462K
GDS Wealth Management 0.03% Add +1.3% 1,601 $460K
Richards, Merrill & Peterson, Inc. 0.17% Add +2.2% 1,597 $459K
Cladis Investment Advisory, LLC 0.25% No change 1,590 $457K
Banque Transatlantique SA 0.01% New 1,590 $457K
River Wealth Advisors LLC 0.05% Reduce -0.5% 1,588 $456K
North Star Asset Management Inc. 0.02% No change 1,585 $455K
Retirement Financial Solutions, LLC 0.13% Add +4.2% 1,583 $454K
Fairfield, Bush & Co. 0.25% No change 1,582 $454K
Sanchez Levi Garrett 0.28% — 1,582 $454K
First National Advisers, LLC 0.07% Add +60.5% 1,573 $452K
MontVue Capital Management, Inc. 0.31% No change 1,571 $451K
Allred Capital Management, LLC 0.16% Reduce -0.5% 1,569 $451K
Equitable Trust Co. 0.02% No change 1,567 $450K
Fulcrum Wealth Advisors, LLC 0.37% Reduce -28.0% 1,563 $449K
Channel Wealth LLC 0.11% Reduce -8.1% 1,555 $447K
LMG Wealth Partners, LLC 0.08% Reduce -1.3% 1,552 $446K
Tilia Fiduciary Partners, Inc. 0.24% Add +8.4% 1,552 $446K
Opus Capital Group, LLC 0.05% No change 1,551 $445K
Sigma Investment Counselors Inc. 0.02% Reduce -2.6% 1,550 $445K
Crews Bank & Trust 0.06% Reduce -3.1% 1,542 $443K
Gouws Capital LLC 0.23% No change 1,541 $443K
Madison Asset Management, LLC 0.01% Reduce -50.6% 1,540 $442K
Joseph P. Lucia & Associates, LLC 0.16% No change 1,540 $442K
AssuredPartners Investment Advisors, LLC 0.05% New 1,518 $442K
Granite Harbor Advisors, Inc. 0.19% No change 1,538 $442K
Patten & Patten Inc. 0.03% No change 1,532 $440K
Copia Wealth Management 0.30% Reduce -16.7% 1,526 $438K
Independent Wealth Advisors LLC 0.43% No change 1,525 $438K
M1 Capital Management LLC 0.20% Add +0.1% 1,525 $438K
Searle & Co. 0.11% Add +52.2% 1,522 $437K
Quadcap Wealth Management, LLC 0.05% Add +2.6% 1,522 $437K
Kavar Capital Partners Group, LLC 0.05% No change 1,520 $437K
Tudor Investment Corporation 0.00% New 1,517 $436K
180 Wealth Advisors, LLC 0.05% Reduce -1.4% 1,508 $433K
Clearstead Trust, LLC 0.07% Reduce -2.4% 1,506 $432K
Stockman Wealth Management, Inc. 0.05% Reduce -22.4% 1,503 $432K
Register Financial Advisors LLC 0.16% Add +53.4% 1,499 $431K
Westside Investment Management, Inc. 0.07% Add +9.5% 1,496 $430K
Retiremitten Financial LLC 0.21% — 1,497 $430K
FourThought Financial Partners, LLC 0.04% Add +0.1% 1,496 $430K
MLP3, LLC 0.48% No change 1,495 $429K
Serenus Wealth Advisors, LLC 0.09% No change 1,495 $429K
MTM Investment Management, LLC 0.14% Add +14.7% 1,493 $429K
Opus Financial Solutions LLC 0.40% Reduce -15.8% 1,490 $428K
Advus Financial Partners, LLC 0.11% New 1,490 $428K
Wealthcare Capital Partners, LLC 0.20% Add +2.1% 1,489 $428K
Polaris Investment Advisors, LLC 0.31% No change 1,488 $427K
Asset Allocation & Management Company, LLC 0.16% No change 1,486 $427K
Y-Intercept (Hong Kong) Ltd 0.01% New 1,482 $426K
Wick Capital Partners, LLC 0.08% Add +15.3% 1,481 $425K
Traynor Capital Management, Inc. 0.03% New 1,511 $424K
EPG Wealth Management LLC 0.11% No change 1,473 $423K
Waters Parkerson & Co., LLC 0.02% No change 1,472 $423K
Barnes Pettey Financial Advisors, LLC 0.18% New 1,469 $422K
Arwa LLC 0.21% Add +46.1% 1,413 $422K
Financial Plan, Inc. 0.05% New 1,464 $420K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,452 $420K
Allodium Investment Consultants, LLC 0.20% Reduce -4.4% 1,448 $416K
55 North Private Wealth, LLC 0.11% Add +0.2% 1,447 $416K
Venturi Wealth Management, LLC 0.02% Add +0.9% 1,446 $415K
Journey Strategic Wealth LLC 0.01% Reduce -14.2% 1,443 $414K
RAM Investment Partners, LLC 0.07% Add +0.3% 1,441 $414K
Semitam Bonam LLC 0.34% Reduce -2.6% 1,438 $413K
Miller Financial Services LLC 0.46% Add +49.5% 1,437 $413K
Pacific Sage Partners, LLC 0.07% Reduce -5.3% 1,437 $413K
2UniFi Bank 0.20% Add +1.8% 1,433 $412K
VERITY Wealth Advisors 0.27% Add +0.3% 1,432 $411K
Wimmer Associates 1, LLC 0.20% Add +3.0% 1,431 $411K
WealthShield Partners, LLC 0.05% Add +4.1% 1,428 $410K
Berger Financial Group, Inc 0.02% Add +0.1% 1,421 $408K
Tower View Wealth Management LLC 0.21% Reduce -0.1% 1,421 $408K
Potentia Wealth 0.16% No change 1,415 $406K
Abound Wealth Management 0.09% Add +0.5% 1,415 $406K
Sage Financial Management Group, Inc. 0.12% Reduce -6.5% 1,413 $406K
UNIVEST FINANCIAL Corp 0.02% Add +20.3% 1,411 $405K
Madison Wealth Partners, Inc 0.06% Reduce -3.8% 1,410 $405K
Smith Salley Wealth Management 0.02% Add +0.1% 1,408 $404K
McCollum Christoferson Group LLC 0.12% Reduce -7.6% 1,407 $404K
Tempo Wealth, LLC 0.07% Reduce -6.8% 1,407 $404K
Balboa Wealth Partners 0.07% Add +34.4% 1,406 $404K
Center For Asset Management LLC 0.20% Reduce -33.3% 1,401 $402K
Maridea Wealth Management LLC 0.06% Add +24.1% 1,398 $401K
Bfsg, LLC 0.04% Add +6.5% 1,393 $400K
M.E. Allison & Co., Inc. 0.27% No change 1,392 $400K
1ST Source Bank 0.02% Add +1.5% 1,391 $399K
Alta Wealth Advisors LLC 0.13% Add +0.2% 1,389 $399K
Intelligence Driven Advisers, LLC 0.07% No change 1,388 $399K
Radnor Capital Management, LLC 0.06% No change 1,388 $399K
Virginia Estate & Retirement Planning Advisors Inc. 0.70% — 3,351 $398K
DGS Capital Management, LLC 0.07% Add +19.0% 1,386 $398K
6th Street Advisors, LLC 0.25% — 1,385 $398K
Granite FO LLC 0.24% No change 1,385 $398K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,381 $397K
Measured Wealth Private Client Group, LLC 0.11% Reduce -16.3% 1,375 $395K
Signature Equity Partners, LLC 0.21% Reduce -16.7% 1,373 $394K
Focused Wealth Management, Inc 0.04% New 1,373 $394K
Sunburst Financial Group, LLC 0.08% Add +51.0% 1,371 $394K
FRG Family Wealth Advisors LLC 0.06% No change 1,369 $393K
LifeGuide Financial Advisors, LLC 0.13% No change 1,364 $392K
Grove Street Fiduciary, LLC 0.17% No change 1,358 $390K
Wayfinding Financial, LLC 0.17% No change 1,352 $388K
L.K. Benson & Company, P.C. 0.13% Reduce -0.9% 1,349 $387K
Slow Capital, Inc. 0.05% Reduce -27.6% 1,349 $387K
Silver Oak Securities, Incorporated 0.03% Reduce -77.1% 1,338 $384K
Amicus Financial Advisors, LLC 0.11% Reduce -6.0% 1,337 $384K
Prosperity Advisers, LLC 0.32% Reduce -16.1% 1,335 $383K
Willis Johnson & Associates, Inc. 0.02% Reduce -1.5% 1,335 $383K
Tompkins Financial Corp. 0.03% Add +111.1% 1,334 $383K
Cynosure Group, LLC 0.05% No change 1,333 $383K
Global Strategic Investment Solutions, LLC 0.04% Reduce -37.5% 1,330 $382K
Falcon Wealth Planning 0.03% Add +4.6% 1,329 $382K
Prepared Retirement Institute LLC 0.19% Reduce -0.3% 1,329 $382K
Evolution Advisers, Inc. 0.16% Reduce -4.9% 1,326 $380K
Avaii Wealth Management, LLC 0.13% No change 1,314 $377K
Canvas Wealth Advisors, LLC 0.06% Reduce -6.2% 1,312 $377K
Aspiring Ventures, LLC 0.13% New 1,309 $376K
Columbia Bank 0.11% Add +2.6% 1,303 $374K
Trace Wealth Advisors, LLC 0.28% No change 1,299 $373K
Caldwell Sutter Capital, Inc. 0.15% Reduce -4.3% 1,297 $373K
Valley National Advisers Inc. 0.05% No change 1,297 $372K
Van Diest Capital, LLC 0.29% Add +73.8% 1,291 $371K
SkyOak Wealth, LLC 0.07% Add +22.4% 1,289 $370K
Vestor Capital, LLC 0.03% Add +87.2% 1,290 $370K
Capstone Wealth Management Group LLC 0.23% Reduce -1.1% 1,288 $370K
Nova Wealth Management, Inc. 0.24% Add +23.4% 1,281 $368K
Elgethun Capital Management 0.06% No change 1,281 $368K
Blue Water Asset Management 0.13% Add +0.2% 1,277 $367K
LeClair Wealth Partners LLC 0.13% New 1,277 $367K
Security National Bank of Sioux City Iowa 0.22% New 1,276 $366K
Ipsen Advisor Group LLC 0.26% Reduce -0.8% 1,276 $366K
Money Concepts Capital Corp. 0.02% Add +15.1% 1,275 $366K
Clearwater Capital Advisors, LLC 0.03% Add +17.5% 1,274 $366K
Investment Partners Asset Management, Inc. 0.23% No change 1,271 $365K
Parcion Private Wealth LLC 0.02% New 1,271 $365K
Mathes Company, Inc. 0.13% No change 1,270 $365K
Columbia Advisory Partners LLC 0.23% Reduce -1.8% 1,266 $364K
Greenspring Advisors, LLC 0.02% Reduce -51.9% 1,265 $363K
Forbes J M & Co. LLP 0.03% New 1,263 $363K
Element Pointe Advisors, LLC 0.07% Reduce -14.0% 1,259 $362K
Argent Advisors, Inc. 0.10% Add +2.1% 1,258 $361K
Cambridge Financial Group, LLC 0.12% Reduce -67.5% 1,258 $361K
Vicus Capital 0.03% Add +9.5% 1,257 $361K
Norden Group LLC 0.03% New 1,255 $360K
WealthCare Investment Partners, LLC 0.10% Reduce -5.8% 1,239 $360K
Essential Partners LLC 0.12% No change 1,255 $360K
Whalerock Point Partners, LLC 0.07% No change 1,255 $360K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Add +300.0% 4,692 $359K
Old Mission Investment Co LLC 0.08% No change 1,251 $359K
Silverlake Wealth Management LLC 0.08% Reduce -8.4% 1,246 $358K
Redwood Financial Network Corp 0.23% Reduce -11.6% 1,245 $358K
Shepherd Financial Partners LLC 0.03% Add +3.5% 1,245 $358K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.9% 1,242 $357K
Claro Advisors Inc. 0.04% Reduce -1.2% 1,241 $357K
Roehl & Yi Investment Advisors, LLC 0.13% Add +27.3% 1,241 $356K
Aviance Capital Partners, LLC 0.04% Add +1.3% 1,239 $356K
Seneca Financial Advisors LLC 0.10% Reduce -2.7% 1,233 $354K
Trustco Bank Corp. N Y 0.31% No change 1,233 $354K
Frazier Financial Advisors, LLC 0.20% Add +12.1% 1,232 $354K
David J Yvars Group 0.20% No change 1,228 $353K
United Advisor Group, LLC 0.04% Reduce -0.9% 1,225 $352K
Breachway Investments LLC 0.34% Reduce -0.5% 1,217 $352K
Herold Advisors, Inc. 0.08% Add +20.5% 1,222 $351K
Westshore Wealth, LLC 0.12% Reduce -52.0% 1,219 $350K
Financially in Tune, LLC 0.30% No change 1,216 $349K
Approach Retirement Advisors, LLC 0.29% Add +0.3% 1,211 $348K
Olistico Wealth, LLC 0.17% Reduce -0.8% 1,211 $348K
Guardian Wealth Advisors, LLC 0.20% Add +7.8% 1,210 $347K
Maripau Wealth Management LLC 0.15% Add +57.4% 1,209 $347K
One Wealth Management Investment & Advisory Services, LLC 0.42% No change 1,201 $345K
YHB Investment Advisors, Inc. 0.02% No change 1,195 $343K
Cambridge Capital Management, LLC 0.15% Reduce -0.3% 1,193 $343K
Steel Grove Capital Advisors, LLC 0.04% New 1,192 $342K
Private Wealth Partners, LLC 0.03% No change 1,188 $341K
Regent Peak Wealth Advisors LLC 0.07% Reduce -2.9% 1,188 $341K
HT Partners LLC 0.10% No change 1,186 $341K
Sonoma Private Wealth LLC 0.42% Add +1.5% 1,185 $340K
Proficio Capital Partners LLC 0.02% Reduce -8.3% 1,185 $340K
Pekin Hardy Strauss, Inc. 0.04% Add +29.9% 1,181 $339K
Citizens National Bank Trust Department 0.06% No change 1,177 $338K
SYM FINANCIAL Corp 0.03% No change 1,177 $338K
First Financial Bank - Trust Division 0.03% No change 1,177 $338K
InTrack Investment Management Inc 0.19% Reduce -23.2% 1,176 $338K
Legacy PCG, LLC 1.83% Reduce -88.1% 1,172 $337K
Moment Partners, LLC 0.06% No change 1,169 $336K
Legacy Financial Advisors, Inc. 0.05% Reduce -1.8% 1,169 $336K
Northeast Financial Group, Inc. 0.09% Reduce -18.3% 1,165 $335K
Foguth Wealth Management, LLC. 0.04% New 4,231 $334K
Prosperity Planning, Inc. 0.12% No change 1,163 $334K
Tyche Wealth Partners LLC 0.05% Add +31.8% 1,162 $334K
Ashton Thomas Securities, LLC 0.04% Reduce -0.3% 1,159 $333K
Strategic Advisors LLC 0.06% No change 1,159 $333K
Fortress Financial Group, LLC 0.25% New 1,159 $333K
Silvercrest Asset Management Group LLC 0.00% No change 1,155 $332K
Cahaba Wealth Management, Inc. 0.02% Reduce -1.0% 1,154 $331K
Cadinha & Co. LLC 0.06% No change 1,150 $330K
Rossby Financial, LCC 0.07% Add +79.0% 1,140 $329K
Summit Wealth Group, LLC 0.08% Add +4.8% 1,147 $329K
Ade, LLC 0.16% No change 1,143 $328K
Kings Path Partners LLC 0.11% Reduce -2.6% 1,138 $327K
PTM Wealth Management, LLC 0.17% Reduce -16.1% 1,120 $326K
Bogart Wealth, LLC 0.01% Reduce -17.1% 1,136 $326K
West Michigan Advisors, LLC 0.07% Reduce -0.2% 1,134 $326K
Disciplined Investors, L.L.C. 0.19% Add +0.3% 1,133 $325K
TIAA Wealth Investment Management LLC 0.00% — 1,157 $325K
MKT Advisors LLC 0.11% Reduce -0.1% 1,115 $325K
Compass Advisory Group LLC 0.09% Add +0.4% 1,129 $324K
Wealth Enhancement Trust Services, Inc. 0.04% No change 1,124 $323K
Oath Planning, LLC 0.29% Add +0.4% 1,122 $322K
Harmony Asset Management LLC 0.10% New 1,120 $322K
Blueline Advisors LLC 0.25% Add +1247.0% 1,118 $321K
ARS Wealth Advisors Group, LLC 0.03% Add +4.5% 1,118 $321K
Lynx Investment Advisory 0.15% New 1,114 $320K
Madison Park Capital Advisors, LLC 0.25% Add +1.2% 1,112 $319K
Greenleaf Trust 0.00% Add +25.3% 1,108 $318K
Indiana Trust & Investment Management Co 0.10% Reduce -36.1% 1,103 $317K
Integrity Financial Corp 0.16% Add +146.0% 1,102 $316K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -76.0% 1,101 $316K
Entrewealth, LLC 0.14% No change 1,099 $316K
Weitzel Financial Services, Inc. 0.12% Add +0.4% 1,093 $315K
Valley Brook Capital Group, Inc. 0.21% Add +31.1% 1,095 $314K
Helium Advisors LLC 0.30% Add +0.4% 1,095 $314K
Miramar Capital, LLC 0.07% Add +0.5% 1,093 $314K
Barrett & Company, Inc. 0.11% No change 1,093 $314K
Greenwood Capital Associates LLC 0.03% Reduce -8.4% 1,092 $314K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,090 $313K
Foundation Wealth Management, LLC\PA 0.11% No change 1,090 $313K
Northern Lights Advisors, Inc. 0.21% No change 1,089 $313K
HTG Investment Advisors, Inc. 0.09% No change 1,089 $313K
Penobscot Wealth Management 0.09% Reduce -6.7% 1,089 $313K
NorthCoast Asset Management LLC 0.01% New 1,086 $312K
Matters Capital LLC 0.28% New 1,085 $312K
CCG Wealth Management, LLC 0.08% Add +11.4% 1,085 $312K
TBH Global Asset Management, LLC 0.06% New 1,083 $311K
McLean Asset Management Corp 0.05% Add +3.0% 1,082 $311K
Dearborn Partners LLC 0.02% No change 1,081 $310K
Granite Group Advisors, LLC 0.19% Reduce -0.9% 1,066 $310K
Earned Wealth Advisors, LLC 0.02% New 1,080 $310K
Second Line Capital, LLC 0.06% New 3,982 $308K
Ironwood Wealth Management, LLC. 0.09% Reduce -4.5% 1,069 $307K
Sankala Group LLC 0.25% Add +0.8% 1,075 $307K
Michels Family Financial, LLC 0.22% Reduce -4.0% 1,067 $306K
Fragasso Financial Advisors Inc 0.02% Reduce -3.3% 1,042 $304K
Sensible Money, LLC 0.09% Add +36.3% 1,055 $303K
Trek Financial, LLC 0.02% Add +25.3% 1,054 $303K
Refined Wealth Management 0.19% Reduce -92.1% 1,053 $302K
Evolve Private Wealth, LLC 0.02% Add +9.7% 1,052 $302K
Midwest Professional Planners, LTD. 0.07% Reduce -1.8% 1,052 $302K
Element Wealth, LLC 0.13% No change 1,051 $302K
Everpar Advisors LLC 0.10% Add +22.4% 1,051 $302K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 1,048 $301K
KWB Wealth 0.03% No change 1,037 $301K
True Link Financial Advisors, LLC 0.02% Add +9.6% 1,047 $301K
Stanley-Laman Group, Ltd. 0.04% New 1,046 $300K
Correct Capital Wealth Management 0.06% No change 1,042 $299K
Hantz Financial Services, Inc. 0.00% Add +22.7% 1,042 $299K
tru Independence LLC 0.15% Add +0.3% 1,039 $298K
Northside Capital Management, LLC 0.03% New 1,035 $298K
Foster & Motley Inc. 0.02% Add +34.6% 1,030 $296K
Aletheian Wealth Advisors LLC 0.14% — 1,028 $295K
RCW Management, LLC 0.30% No change 1,025 $294K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 990 $294K
Performance Wealth Partners, LLC 0.01% Reduce -2.8% 1,022 $294K
Providence Capital Advisors, LLC 0.05% Reduce -13.9% 1,022 $293K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -3.3% 1,021 $293K
Hoxton Planning & Management, LLC 0.09% No change 1,020 $293K
Merrithew & Thorsten Inc 0.28% No change 1,020 $292K
Old Port Advisors 0.07% No change 1,016 $292K
Junk Investment Group, LLC 0.15% — 1,014 $291K
Midwest Financial Group LLC 0.12% No change 1,011 $290K
Townsend Asset Management Corp. /NC/ 0.10% Add +10.7% 1,011 $290K
Cathy Pareto & Associates, Inc. 0.19% Add +6.7% 1,010 $290K
American Financial & Tax Strategies Inc. 0.14% Reduce -2.2% 1,008 $290K
Auctus Advisors LLC 0.27% Reduce -7.9% 1,007 $289K
Acima Private Wealth, LLC 0.09% No change 1,007 $289K
Powerhouse Assets LLC 0.25% Reduce -23.0% 1,006 $289K
Tradition Wealth Management, LLC 0.02% Add +0.2% 1,005 $289K
M Wealth Management, LLC 0.24% Add +0.3% 1,003 $288K
Cibc World Market Inc. 0.00% Add +0.9% 4,013 $288K
Cypress Point Wealth Management, LLC 0.06% No change 1,000 $287K
Cornerstone Advisors Asset Management, LLC 0.04% Reduce -11.4% 1,000 $287K
Glassman Wealth Services 0.04% Add +0.2% 999 $287K
Embree Financial Group 0.03% Reduce -4.7% 998 $287K
Courage Miller Partners, LLC 0.08% No change 998 $287K
Advocate Investing Services LLC 0.24% No change 997 $286K
Tortoise Investment Management, LLC 0.02% Reduce -26.9% 990 $284K
Marin Bay Wealth Advisors, LLC 0.17% Add +0.1% 988 $284K
Clarendon Private LLC 0.22% Add +0.4% 988 $284K
Hubbell Strickland Wealth Management, LLC 0.11% Add +8.2% 987 $283K
S&T Bank 0.11% Reduce -27.7% 987 $283K
Integris Wealth Management, LLC 0.07% No change 986 $283K
American National Bank & Trust 0.03% Reduce -4.2% 984 $283K
Lawood & Co. 0.26% Add +26.4% 983 $282K
Private Capital Management, LLC 0.03% Add +0.3% 982 $282K
KOM Wealth Management Group, LLC 0.19% Reduce -3.5% 976 $280K
Ballast Financial Advisors LLC 0.29% Add +8.8% 976 $280K
Traub Capital Management LLC 0.28% Add +0.5% 973 $279K
Legacy Bridge, LLC 0.11% No change 972 $279K
Novus Advisors, LLC 0.62% Add +9.6% 970 $279K
marrick wealth, LLC 0.23% Reduce -41.5% 970 $279K
Seeds Investor LLC 0.04% New 920 $278K
Tocqueville Asset Management L.P. 0.00% Add +0.1% 966 $278K
North Capital, Inc. 0.23% Add +0.4% 965 $277K
Kanawha Capital Management LLC 0.02% No change 965 $277K
Aureum Wealth Management, LLC 0.19% Add +13.4% 963 $277K
Summit Asset Management, LLC 0.04% No change 962 $276K
Steinberganna Wealth Management 0.13% Add +5.2% 960 $276K
GSG Advisors LLC 0.07% Add +0.3% 959 $275K
Regimen Wealth, LLC 0.08% Add +2.1% 954 $275K
Daybright Advisory Services, Inc. 0.08% Reduce -1.4% 950 $273K
Henrickson Nauta Wealth Advisors, Inc. 0.08% Reduce -50.0% 950 $273K
Solstein Capital, LLC 0.11% No change 949 $273K
Southern Capital Advisors, LLC 0.13% Add +0.1% 946 $272K
Northeast Planning Associates, Inc. / NH / 0.18% No change 943 $271K
Key Financial Inc 0.05% Reduce -14.2% 940 $270K
URS Advisory LLC 0.20% Add +5.6% 940 $270K
Financial Advisors Network, Inc. 0.04% No change 938 $269K
Astoria Strategic Wealth, Inc. 0.07% Add +0.1% 938 $269K
Klingman & Associates, LLC 0.01% No change 937 $269K
Cooper Financial Group 0.03% Add +1.6% 937 $269K
Northwest Wealth Advisors, LLC 0.19% Reduce -1.2% 937 $269K
Opal Wealth Advisors, LLC 0.06% Add +24.0% 936 $269K
One Wealth Advisors, LLC 0.03% No change 935 $269K
Calton & Associates, Inc. 0.04% Add +3.3% 929 $267K
Edgestream Partners, L.P. 0.01% New 928 $267K
Echo Wealth Management, LLC 0.15% Reduce -9.1% 924 $265K
Ted Buchan & Co 0.10% Add +1.7% 921 $265K
Intrepid Financial Planning Group LLC 0.11% No change 920 $264K
Balanced Wealth Group LLC 0.09% Add +0.8% 918 $264K
Tounjian Advisory Partners, LLC 0.09% Add +0.4% 916 $263K
Arvest Bank Trust Division 0.01% Reduce -7.6% 915 $263K
Maimon Wealth Management LTD. 0.23% Reduce -7.0% 933 $262K
Lowery Thomas, LLC 0.15% Reduce -4.9% 912 $262K
ATLas Financial Planning LLC 0.23% Reduce -6.7% 905 $260K
Petersen Hastings Wealth Advisors Inc. 0.02% Reduce -1.2% 905 $260K
Bay Capital Advisors, LLC 0.16% Reduce -3.0% 903 $259K
Sharp Wealth Advisory, LLC 0.13% Add +6.1% 902 $259K
Orleans Capital Management Corp. 0.17% No change 900 $258K
Sunbelt Securities, Inc. 0.02% Reduce -5.1% 896 $257K
OakTrust Wealth Advisors, LLC 0.23% No change 894 $257K
Strategic Wealth Partners, Ltd. 0.02% Add +4.0% 894 $257K
Horizon Investment Services, LLC 0.09% No change 892 $256K
Greenfield Savings Bank 0.11% No change 891 $256K
CVA Family Office, LLC 0.03% Add +147.5% 891 $256K
First Long Island Investors, LLC 0.02% No change 890 $256K
Denver Wealth Management, Inc. 0.09% No change 890 $255K
Compass Ion Advisors, LLC 0.02% Add +0.1% 889 $255K
Enzi Wealth 0.09% Add +0.1% 888 $255K
First Heartland Consultants, Inc. 0.02% Reduce -76.0% 887 $255K
Barr E S & Co. 0.01% No change 885 $254K
Code Waechter LLC 0.15% New 884 $254K
Shayne & Jacobs, LLC 0.08% New 884 $254K
First Financial Bankshares Inc 0.01% No change 883 $254K
North Ridge Wealth Advisors, Inc. 0.14% Add +104.8% 901 $253K
Team Hewins, LLC 0.07% Reduce -2.1% 878 $252K
Fiduciary Group, LLC 0.02% No change 878 $252K
Prasad Wealth Partners, LLC 0.07% Add +0.2% 869 $250K
Silver Grove Financial Group, Inc. 0.20% New 868 $249K
Basso Capital Management, L.P. 0.15% No change 867 $249K
Gibson Wealth Advisors LLC 0.17% No change 866 $249K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -7.1% 6,534 $248K
Ellsworth Advisors, LLC 0.05% Add +0.3% 862 $248K
Tradewinds, LLC. 0.08% Add +300.0% 3,196 $247K
Rainier Family Wealth Inc. 0.17% No change 859 $247K
Centurion Wealth Management LLC 0.06% Reduce -10.0% 859 $247K
WNY Asset Management, LLC 0.03% — 858 $247K
Plotkin Financial Advisors, LLC 0.12% No change 857 $246K
Monument Group Wealth Advisors, LLC 0.14% Reduce -4.9% 856 $246K
Miramontes Capital, LLC 0.09% Add +14.9% 855 $246K
Integrity Advisory Solutions, LLC 0.03% Reduce -12.3% 852 $245K
Saxon Interests, Inc. 0.08% Reduce -0.1% 851 $244K
Signal Advisors Wealth, LLC 0.02% New 850 $244K
August Group Capital Ltd 0.28% Add +16.9% 849 $244K
Insigneo Advisory Services, LLC 0.02% Reduce -19.0% 848 $243K
Arlington Trust Co LLC 0.02% Add +255.9% 847 $243K
Carson Advisory Inc. 0.13% Add +10.7% 847 $243K
Vermillion Wealth Management, Inc. 0.10% Add +0.1% 846 $243K
Tenon Financial LLC 0.10% New 845 $243K
Summit Global Investments 0.01% Add +3.6% 843 $242K
Red Mountain Financial, LLC 0.23% Add +0.1% 841 $242K
Ally Invest Advisors Inc. 0.02% Reduce -31.5% 841 $242K
BostonPremier Wealth LLC 0.12% No change 840 $241K
WealthPlan Investment Management, LLC 0.01% New 838 $241K
Mendel Capital Management LLC 0.12% — 834 $239K
ABLE Financial Group, LLC 0.05% Reduce -16.1% 831 $239K
Sittner & Nelson, LLC 0.09% No change 830 $238K
Corundum Group, Inc. 0.08% Reduce -6.7% 830 $238K
Noesis Capital Mangement Corp. 0.04% Add +15.3% 830 $238K
Abacus Planning Group, Inc. 0.03% No change 830 $238K
Passive Capital Management, LLC. 0.07% No change 829 $238K
Obermeyer Wealth Partners 0.01% No change 828 $238K
Novak & Powell Financial Services, Inc. 0.13% Reduce -60.1% 828 $238K
Strategic Wealth Investment Group, LLC 0.03% No change 827 $237K
Wise Wealth Partners 0.32% Add +3.4% 825 $237K
CPC Advisors, LLC 0.04% Reduce -51.6% 822 $236K
Sound Stewardship, LLC 0.11% Add +0.1% 822 $236K
Axis Wealth Partners, LLC 0.12% Reduce -14.8% 818 $235K
Barlow Wealth Partners, LLC 0.03% No change 765 $235K
Heartland Bank & Trust Co 0.05% New 818 $235K
Flower City Capital 0.12% No change 818 $235K
DB&C Advisors, LLC 0.30% Reduce -5.0% 817 $235K
Waterway Wealth Management, LLC 0.05% New 816 $234K
XY Planning Network, Inc. 0.04% New 808 $234K
Balefire, LLC 0.04% Reduce -9.5% 812 $233K
MRWM Advisors, LLC 0.13% No change 811 $233K
Strategic Financial Partners, Ltd. 0.10% Add +11.3% 811 $233K
Patrick M Sweeney & Associates, Inc. 0.15% Add +0.1% 811 $233K
Next Capital Management LLC 0.07% Add +0.1% 809 $232K
Weaver Consulting Group 0.06% Reduce -11.0% 807 $232K
Teachers Insurance & Annuity Association of America 0.29% No change 806 $231K
Midwest Capital Advisors, LLC 0.11% Reduce -8.2% 803 $231K
Regatta Capital Group, LLC 0.03% New 801 $230K
HHM Wealth Advisors, LLC 0.03% Add +0.6% 801 $230K
Confluence Wealth Services, Inc. 0.01% No change 801 $230K
Bantamac Capital, LLC 0.17% No change 800 $230K
Auxano Advisors, LLC 0.05% Add +6.2% 800 $230K
Solidarity Wealth, LLC 0.04% Add +15.3% 800 $230K
L2 Asset Management, LLC 0.02% New 800 $230K
CMH Wealth Management LLC 0.04% New 796 $229K
DF Dent & Co. Inc. 0.00% Add +13.7% 796 $229K
Cardinal Point Capital Management ULC 0.01% Reduce -16.9% 794 $228K
Beaumont Asset Management, L.L.C. 0.10% Add +7.5% 789 $227K
RMR Wealth Builders 0.02% Reduce -15.2% 787 $226K
Middleton & Co. Inc. 0.03% No change 784 $225K
Rothschild Investment LLC 0.01% Add +2.4% 784 $225K
Carret Asset Management, LLC 0.02% No change 783 $225K
Hudock, Inc. 0.03% Add +0.3% 783 $225K
XTX Topco Ltd 0.00% Reduce -32.2% 782 $225K
Prospect Financial Group LLC 0.21% No change 782 $224K
Brave Asset Management Inc. 0.05% New 780 $224K
Financial Life Advisors 0.07% No change 778 $223K
Brooklyn FI, LLC 0.05% No change 776 $223K
Schrum Private Wealth Management LLC 0.17% New 775 $223K
Summitry LLC 0.01% New 775 $223K
Allen Investment Management, LLC 0.00% New 775 $223K
Hengehold Capital Management LLC 0.02% Add +0.3% 775 $223K
Towneley Capital Management, Inc / DE 0.05% Add +0.4% 775 $222K
Old North State Wealth Management, LLC 0.10% Add +0.3% 771 $222K
Shearwater Capital LLC 0.12% New 774 $222K
C2C Wealth Management, LLC 0.19% No change 772 $222K
Waycross Investment Management Co 0.21% No change 771 $221K
Mattern Capital Management, LLC 0.03% No change 770 $221K
Raab & Moskowitz Asset Management LLC 0.05% No change 769 $221K
Norris Perne & French LLP 0.01% Reduce -52.9% 768 $221K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.4% 767 $220K
Wallace Capital Management Inc. 0.03% No change 765 $220K
Benson Wealth Management INC 0.30% No change 763 $219K
Bank of Nova Scotia 0.00% No change 759 $218K
Uniting Wealth Partners, LLC 0.05% New 757 $217K
Wincap Financial LLC 0.14% New 753 $216K
Godsey & Gibb, Inc. 0.02% Reduce -5.5% 751 $216K
Brown, Lisle/Cummings, Inc. 0.05% No change 751 $216K
Ceera Investments, LLC 0.09% New 750 $215K
Burns J W & Co. Inc. 0.02% No change 750 $215K
Manhattan West Asset Management, LLC 0.04% New 747 $215K
WealthTrust Axiom LLC 0.05% No change 746 $214K
Capital Advisors, Ltd. LLC 0.02% No change 746 $214K
Ewa, LLC 0.05% Reduce -6.2% 737 $212K
Trellis Wealth Advisors LLC 0.08% New 733 $211K
Violich Capital Management, Inc. 0.02% No change 730 $210K
Main Management LLC 0.02% Reduce -6.0% 727 $209K
Atlatl Advisers LLC 0.15% Reduce -2.4% 727 $209K
Beacon Financial Advisory LLC 0.05% New 726 $209K
Belleair Asset Management, LLC 0.19% No change 726 $208K
Trilogy Capital Inc. 0.01% No change 724 $208K
Cardiff Park Advisors, LLC 0.02% Add +0.3% 722 $207K
Straight Path Wealth Management 0.06% New 720 $207K
Mycio Wealth Partners, LLC 0.04% Add +0.1% 719 $207K
Arq Wealth Advisors, LLC 0.04% New 719 $206K
United Community Bank 0.07% Add +7.8% 719 $206K
Tolleson Wealth Management, Inc. 0.03% No change 719 $206K
Mechanics Bank Trust Department 0.03% No change 717 $206K
RDA Financial Network 0.05% New 715 $205K
Clark Financial Services Group Inc. 0.11% Reduce -2.6% 714 $205K
Nicholson Wealth Management Group, LLC 0.12% No change 714 $205K
Childress Capital Advisors, LLC 0.04% New 712 $204K
Sunflower Bank, N.A. 0.05% No change 712 $204K
Capital Advisors Inc. 0.00% Reduce -3.3% 712 $204K
Christine Messmer PC 0.13% Add +2.8% 711 $204K
Trademark Financial Management, LLC 0.10% New 710 $204K
Narwhal Capital Management 0.01% No change 709 $204K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -12.1% 708 $204K
HFG Advisors, Inc. 0.14% No change 708 $203K
Spirepoint Private Client, LLC 0.02% No change 708 $203K
CLG LLC 0.05% Add +0.4% 708 $203K
Catalina Capital Group, LLC 0.12% No change 707 $203K
Grant Private Wealth Management Inc 0.11% Add +1.0% 707 $203K
Gray Private Wealth, LLC 0.10% No change 703 $202K
Southeast Asset Advisors, LLC 0.02% New 702 $202K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -1.3% 701 $201K
First Western Trust Bank 0.01% New 701 $201K
Azimuth Capital Investment Management LLC 0.01% Reduce -2.1% 700 $201K
Riversedge Advisors, LLC 0.03% No change 699 $201K
Toth Financial Advisory Corp. 0.02% Reduce -8.6% 698 $200K
Richardson Capital Management LLC 0.10% Add +0.1% 696 $200K
PlanVest Financial, Inc 0.15% — 681 $196K
Fairman Group, LLC 0.16% Add +0.3% 669 $192K
10Elms LLP 0.13% Add +3.9% 665 $191K
Byrne Asset Management LLC 0.11% Reduce -6.6% 663 $190K
Ameriflex Group, Inc. 0.10% Add +9.1% 663 $190K
GGM Financial LLC 0.09% Add +12.2% 662 $190K
Key Capital Management, INC 0.12% Add +98.8% 650 $187K
Morling Financial Advisors, LLC 0.06% No change 650 $187K
DecisionPoint Financial, LLC 0.04% Reduce -16.4% 650 $187K
Park Place Capital Corp 0.04% Add +3.2% 644 $185K
C M Bidwell & Associates Ltd. 0.09% No change 638 $183K
Hollencrest Capital Management 0.01% Add +47.8% 637 $183K
First Pacific Financial 0.02% Reduce -28.6% 635 $182K
Princeton Global Asset Management LLC 0.03% Reduce -2.7% 622 $179K
Orion Capital Management LLC 0.06% No change 619 $178K
Realta Investment Advisors 0.06% Add +6.4% 599 $172K
Dagco, Inc. 0.04% No change 589 $169K
Rice Partnership, LLC 0.02% Add +0.3% 581 $167K
Clean Yield Group 0.05% No change 568 $163K
Align Financial, LLC 0.09% Reduce -99.7% 560 $161K
Atwood & Palmer Inc. 0.01% New 529 $152K
Sunrise Financial Services, LLC 0.11% New 522 $150K
Cherry Tree Wealth Management, LLC 0.03% No change 499 $143K
Intelligent Financial Strategies 0.07% Add +0.2% 498 $143K
Synergy Investment Management, LLC 0.05% New 498 $143K
Reyes Financial Architecture, Inc. 0.12% Reduce -1.6% 495 $142K
Scarborough Advisors, LLC 0.02% New 493 $142K
Colonial Trust Advisors 0.01% No change 489 $141K
Sellwood Investment Partners LLC 0.06% No change 489 $140K
Global Trust Asset Management, LLC 0.05% Reduce -31.7% 481 $138K
Hazlett, Burt & Watson, Inc. 0.04% Add +11.3% 473 $137K
Triumph Capital Management 0.03% No change 476 $137K
SBI Securities Co., Ltd. 0.00% Add +0.2% 476 $137K
Family Manage LLC 0.02% No change 469 $135K
Millstone Evans Group, LLC 0.08% No change 461 $132K
Monetary Management Group Inc. 0.03% New 440 $126K
Front Row Advisors LLC 0.04% No change 439 $126K
Go Invest LLC 0.04% Add +4.6% 432 $124K
Centennial Bank 0.04% Reduce -1.1% 431 $124K
Trust Co 0.01% Reduce -64.2% 417 $120K
Seneschal Advisors, LLC 0.09% No change 415 $119K
Mb, Levis & Associates, LLC 0.05% Add +0.3% 408 $117K
Ares Financial Consulting, LLC 0.09% No change 404 $117K
Entrust Financial LLC 0.08% No change 406 $117K
Tucker Asset Management LLC 0.03% Add +3.6% 404 $116K
NWK Group, Inc. 0.04% No change 402 $116K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -11.9% 401 $115K
Lloyd Advisory Services, LLC. 0.03% New 400 $115K
Kingdom Financial Group LLC. 0.03% Add +99.0% 400 $115K
Breakwater Investment Management 0.04% Reduce -1.5% 398 $114K
Financial Perspectives, Inc 0.03% Add +8.0% 391 $112K
Richardson Financial Services Inc. 0.07% Reduce -12.8% 389 $112K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -1.0% 387 $111K
Hilton Head Capital Partners, LLC 0.06% Add +10.6% 385 $110K
Provident Wealth Management, LLC 0.03% No change 374 $107K
Cary Street Partners Investment Advisory LLC 0.03% No change 372 $107K
Cornerstone Planning Group LLC 0.01% Add +1066.4% 1,353 $105K
Bollard Group LLC 0.00% New 366 $105K
Bell Investment Advisors, Inc 0.02% No change 352 $101K
Core Alternative Capital 0.03% No change 350 $101K
Proathlete Wealth Management LLC 0.03% No change 345 $99K
Birch Capital Management, LLC 0.05% Reduce -14.8% 333 $96K
Harbor Asset Planning, Inc. 0.08% No change 330 $95K
Westfuller Advisors, LLC 0.04% Add +0.3% 329 $95K
Retirement Wealth Solutions LLC 0.06% Reduce -33.7% 326 $94K
Wall Street Financial Group, Inc. 0.06% New 326 $94K
TrustBank 0.04% No change 320 $92K
Elevated Capital Advisors, LLC 0.02% No change 317 $91K
Nemes Rush Group LLC 0.01% Add +0.3% 310 $89K
Gladwyn Financial Advisors, Inc. 0.06% Add +1.6% 309 $89K
IMG Wealth Management, Inc. 0.06% No change 307 $88K
SWAN Capital LLC 0.03% Add +0.3% 298 $85K
Raleigh Capital Management Inc. 0.03% Add +280.8% 297 $85K
Broadwater Capital Management LLC 0.06% No change 290 $84K
BankPlus Trust Department 0.02% No change 286 $82K
Kozak & Associates, Inc. 0.02% Add +1.1% 272 $82K
Armstrong Advisory Group, Inc. 0.01% No change 281 $81K
Bernard Wealth Management Corp. 0.03% Add +22.2% 275 $79K
Strategic Investment Solutions, Inc. 0.02% No change 274 $79K
MV Capital Management, Inc. 0.01% Add +1388.9% 268 $77K
Anfield Capital Management, LLC 0.02% No change 267 $77K
Piedmont Capital Management, LLC 0.05% No change 265 $76K
SRH Advisors, LLC 0.02% Add +6.1% 260 $75K
Advisortrust Partners, LLC 0.03% New 259 $74K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -9.6% 255 $73K
Morris Financial Concepts, Inc. 0.02% No change 253 $73K
Hanson & Doremus Investment Management 0.01% Reduce -2.0% 250 $72K
Sawyer & Company, Inc 0.03% Add +0.4% 247 $71K
Motco 0.01% Reduce -10.8% 240 $69K
Steigerwald, Gordon & Koch Inc. 0.01% No change 237 $68K
Fairscale Capital, LLC 0.05% No change 232 $67K
Quent Capital, LLC 0.00% No change 225 $65K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 220 $63K
Hoey Investments, Inc. 0.01% Add +0.5% 220 $63K
Global Wealth Strategies & Associates 0.02% Reduce -3.6% 217 $62K
Aspect Partners, LLC 0.03% No change 217 $62K
Atlantic Edge Private Wealth Management, LLC 0.02% No change 217 $62K
Sterling Capital Management LLC 0.00% Reduce -9.6% 217 $62K
Winch Advisory Services, LLC 0.01% Add +8.0% 216 $62K
Basepoint Wealth LLC 0.03% Add +1.0% 205 $59K
Dorato Capital Management 0.04% No change 196 $58K
Zions Bancorporation, National Association 0.00% No change 201 $58K
Legacies Wealth LLC 0.04% No change 200 $57K
LFA - Lugano Financial Advisors SA 0.03% No change 800 $57K
one8zero8, LLC 0.01% Reduce -1.0% 200 $57K
Archer Investment Corp 0.01% Add +59.7% 198 $57K
Pinney & Scofield, Inc. 0.03% New 196 $56K
SJS Investment Consulting Inc. 0.01% Add +103.1% 195 $56K
Woodard & Co. Asset Management Group Inc. 0.01% No change 195 $56K
Insight Inv LLC 0.03% Add +1.6% 194 $56K
Financial Connections Group, Inc. 0.02% No change 191 $54K
Maseco LLP 0.00% Reduce -4.6% 187 $54K
LRI Investments, LLC 0.00% No change 185 $53K
Westend Capital Management, LLC 0.02% No change 175 $50K
Corsicana & Co. 0.03% Add +24.2% 190 $49K
YANKCOM Partnership 0.02% No change 169 $49K
Newton One Investments LLC 0.01% No change 167 $48K
Ankerstar Wealth, LLC 0.05% No change 165 $47K
Clarity Asset Management, Inc. 0.02% Add +46.0% 162 $46K
Legacy Wealth Managment, LLC 0.02% Add +3100.0% 160 $46K
Cache Advisors, LLC 0.01% New 160 $46K
West Paces Advisors Inc. 0.01% No change 146 $42K
Evolution Wealth Management Inc. 0.03% No change 144 $41K
Hamilton Point Investment Advisors, LLC 0.01% No change 144 $41K
Signature Resources Capital Management, LLC 0.02% No change 141 $40K
Burk Holdings LLC 0.02% New 139 $40K
Blume Capital Management, Inc. 0.01% No change 139 $40K
Pin Oak Investment Advisors Inc. 0.03% No change 133 $38K
CGC Financial Services, LLC 0.01% No change 132 $38K
Walsh & Associates, LLC 0.04% Reduce -4.4% 131 $38K
Financial Network Wealth Advisors LLC 0.04% No change 130 $37K
Pillar Financial Advisors, LLC 0.02% No change 127 $36K
Ulland Investment Advisors, LLC 0.03% No change 124 $36K
ESL Trust Services, LLC 0.01% No change 125 $36K
Portfolio Resources Advisor Group, Inc. 0.04% No change 124 $36K
Your Advocates Ltd., LLP 0.01% No change 124 $36K
PFS Partners, LLC 0.02% Reduce -35.1% 122 $35K
Piscataqua Savings Bank 0.02% No change 122 $35K
DiNuzzo Private Wealth, Inc. 0.00% No change 120 $34K
JPL Wealth Management, LLC 0.01% New 119 $34K
Ogorek Anthony Joseph /NY/ 0.01% No change 119 $34K
Coston, McIsaac & Partners 0.01% No change 121 $34K
CNB Bank 0.01% No change 118 $34K
Pacifica Partners Inc. 0.01% Add +0.8% 118 $34K
HighMark Wealth Management LLC 0.01% Reduce -14.1% 116 $33K
Clark Wealth Partners 0.02% No change 109 $31K
Cambient Family Office, LLC 0.00% No change 108 $31K
Timmons Wealth Management, LLC 0.03% Add +0.9% 108 $31K
Luken Investment Analytics, LLC 0.01% No change 106 $30K
Birchwood Financial Partners, Inc. 0.03% No change 104 $30K
Tripletail Wealth Management, LLC 0.04% Reduce -16.7% 100 $29K
Resources Management Corp. /CT/ 0.00% No change 94 $27K
Versant Capital Management, Inc 0.00% No change 94 $27K
Ascentis Wealth Management, LLC 0.01% Add +23.0% 91 $26K
New Republic Capital, LLC 0.01% No change 89 $26K
Basecamp Wealth Advisors LLC 0.01% No change 88 $25K
IMA Advisory Services, Inc. 0.00% No change 88 $25K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -7.5% 86 $25K
Vaughan Nelson Investment Management, L.P. 0.00% No change 80 $23K
Aventura Private Wealth, LLC 0.01% No change 79 $23K
Trifecta Capital Advisors, LLC 0.00% No change 78 $22K
London Co. of Virginia 0.00% Reduce -89.7% 77 $22K
Main Street Group, LTD 0.01% New 77 $22K
Hurley Capital, LLC 0.01% No change 73 $21K
Kentucky Trust Co 0.01% No change 71 $20K
Smallwood Wealth Investment Management, LLC 0.01% No change 65 $19K
Van Eck Associates Corp. 0.00% Add +1.7% 59 $17K
Capital Investment Counsel, Inc 0.00% No change 54 $16K
Financial Consulate, Inc. 0.00% Add +54.3% 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
Protective Life Corp. 0.05% New 48 $14K
Intentional Wealth Strategies, LLC 0.01% — 48 $14K
Sfam, LLC 0.01% No change 47 $13K
Thompson Investment Management, Inc. 0.00% No change 45 $13K
NFSG Corp 0.00% New 42 $12K
Fourth Dimension Wealth, LLC 0.00% No change 41 $12K
Innovative Asset Advisors Group, LLC 0.01% — 40 $12K
Quaker Wealth Management, LLC 0.00% No change 40 $11K
CFG Wealth Management Services, Inc. 0.01% No change 36 $10K
Creative Capital Management Investments LLC 0.00% No change 34 $10K
McGuire Capital Advisors Inc. 0.01% Reduce -32.6% 33 $9K
Wallace Hart LLC 0.01% No change 32 $9K
BNP Paribas Financial Markets 0.00% Add +181.8% 31 $9K
General Partner, Inc. 0.01% No change 29 $8K
WPG Advisers, LLC 0.01% Add +8.0% 27 $8K
Gen-Wealth Partners Inc 0.00% No change 27 $8K
Valley Wealth Managers, Inc. 0.00% No change 24 $7K
Wolff Wiese Magana LLC 0.00% No change 23 $7K
Game Plan Financial Advisors, LLC 0.00% No change 23 $7K
Provenance Wealth Advisors, LLC 0.00% Reduce -43.6% 22 $6K
Financial Gravity Asset Management, Inc. 0.00% No change 21 $6K
Bank & Trust Co 0.00% No change 20 $6K
Hamrick Investment Counsel, llc 0.00% No change 20 $6K
1 North Wealth Services LLC 0.00% No change 20 $6K
Cheviot Value Management, LLC 0.00% No change 20 $6K
Edmond DE Rothschild Holding S.A. 0.00% No change 20 $6K
Networth Advisors, LLC 0.00% No change 19 $5K
Merkkuri Wealth Advisors LLC 0.00% New 17 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 17 $5K
Horizon Financial Services, LLC 0.00% New 13 $4K
Capital & Planning, LLC 0.00% New 12 $3K
Wilkerson Advisory Group LLC 0.00% Reduce -59.3% 11 $3K
Avalon Trust Co 0.00% No change 11 $3K
Arvest Investments, Inc. 0.00% No change 11 $3K
Viewpoint Capital Management LLC 0.00% No change 9 $3K
Acumen Wealth Advisors, LLC 0.00% New 7 $2K
Red Tortoise LLC 0.00% No change 6 $2K
Rosenberg Matthew Hamilton 0.00% No change 6 $2K
Cedar Mountain Advisors, LLC 0.00% No change 6 $2K
IFG Advisory, LLC 0.00% Reduce -99.9% 4 $1K
Wealth Preservation Advisors, LLC 0.00% Reduce -98.6% 4 $1K
Robbins Farley 0.00% No change 4 $1K
Private Wealth Management Group, LLC 0.00% Reduce -93.2% 4 $1K
HFM Investment Advisors, LLC 0.00% Reduce -25.0% 3 $922
Godfrey Financial Associates, Inc. 0.00% No change 3 $862
Eukles Asset Management 0.00% No change 2 $574
TopTier Wealth Management, LLC 0.00% New 1 $293
Brandywine Asset Management, Inc. 0.00% No change 1 $291
RHL Group, LLC 0.00% No change 1 $288
Imprint Wealth LLC 0.00% No change 1 $287

"% 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.