Vngrd Mrngstr MD-Cap ETF-UsdVOETF

13F holders, Q2 2026 (June 30)
2,491holders +90
155new positions
63sold out
6famous investors
$80.54avg. 13F price*

At the end of Q2 2026, 2,491 institutions reported holding Vngrd Mrngstr MD-Cap ETF-Usd (VO) in their 13F filings, up 90 from Q1 2026. 155 opened new positions and 63 sold out. The largest holders were Jones Financial Companies LLLP ($8.9B), Wells Fargo & Company ($8.8B) and Bank of America Corp. ($6.0B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions155$287.8M
Exits63$29.0M

All 13F filers, Q1 2026 → Q2 2026: 35,385,616 shares bought and 63,990,559 shares sold, net −28,604,943 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,491 holders

Jones Financial Companies LLLP 3.55% Add +5.4% 110,769,908 $8.9B
Wells Fargo & Company 1.54% Reduce -1.3% 109,705,786 $8.8B
Bank of America Corp. 0.38% Add +2.0% 73,987,186 $6.0B
UBS Group AG 0.71% Add +3.6% 55,523,351 $4.5B
Morgan Stanley 0.15% Add +5.0% 36,272,342 $2.9B
Creative Planning 1.54% Reduce -1.6% 32,713,198 $2.6B
Raymond James Financial Inc. 0.68% Add +4.0% 31,257,030 $2.5B
Envestnet Asset Management Inc. 0.47% Add +5.1% 24,776,718 $2.0B
Northwestern Mutual Wealth Management Co. 1.05% Reduce -3.4% 24,385,742 $2.0B
US Bancorp \de 2.01% Add +5.5% 22,846,853 $1.8B
Natixis Advisors, LLC 1.62% Add +10.9% 17,885,016 $1.4B
LPL Financial LLC 0.26% Add +0.4% 14,368,916 $1.2B
Ameriprise Financial Inc. 0.20% Reduce -3.6% 12,400,387 $999.2M
CIBC Bancorp USA Inc. 1.04% Add +6.6% 10,483,935 $844.0M
Moneta Group Investment Advisors LLC 6.00% Reduce -74.7% 10,059,496 $810.5M
PNC Financial Services Group, Inc. 0.38% Add +1.9% 9,616,046 $774.8M
Mariner, LLC 0.73% Add +2.4% 8,738,252 $704.0M
JPMorgan Chase & Co. 0.04% Add +1.7% 8,628,563 $694.3M
Royal Bank of Canada 0.09% Add +1.0% 6,796,573 $547.6M
Cerity Partners LLC 0.57% Add +8.6% 5,787,723 $466.4M
Cetera Investment Advisers 0.42% Add +2.9% 5,696,979 $459.0M
JMG Financial Group, Ltd. 10.99% Add +1.1% 5,646,613 $454.9M
Tiaa-Cref Individual & Institutional Services, LLC 1.50% Reduce -1.8% 5,399,546 $435.0M
Allworth Financial LP 1.77% Reduce -16.0% 5,151,020 $415.0M
Nicholas Hoffman & Company, LLC. 8.12% Add +0.7% 4,774,432 $384.7M
Bank of New York Mellon Corp 0.06% Reduce -1.9% 4,445,488 $358.2M
HighTower Advisors, LLC 0.34% Add +0.5% 4,367,572 $351.9M
Border to Coast Pensions Partnership Ltd 4.83% No change 4,072,748 $327.9M
Commonwealth Equity Services, LLC 0.40% Reduce -2.3% 3,928,916 $316.6M
Midwest Trust Co 3.30% Reduce -11.9% 3,620,231 $291.7M
Goldman Sachs Group Inc. 0.03% Add +0.3% 3,614,235 $291.2M
Bank of Montreal 0.10% No change 3,516,510 $283.3M
Osaic Holdings, Inc. 0.33% Add +17.6% 3,445,858 $277.7M
Rockefeller Capital Management L.P. 0.41% Add +4.5% 3,338,684 $269.0M
Regions Financial Corp. 1.57% Reduce -22.5% 3,271,741 $263.6M
Beacon Pointe Advisors, LLC 1.18% Add +6.3% 3,154,240 $254.1M
Stifel Financial Corp. 0.20% Add +0.7% 2,923,303 $235.5M
Clearstead Advisors, LLC 2.16% Reduce -0.2% 2,833,612 $228.3M
SigFig Wealth Management, LLC 5.36% Add +2.0% 2,511,036 $202.1M
Baird Financial Group, Inc. 0.28% Reduce -0.3% 2,499,328 $201.4M
Fifth Third Bancorp 0.32% Reduce -1.2% 2,448,570 $197.3M
Pathstone Holdings, LLC 0.56% Add +0.4% 2,401,779 $193.5M
Wealthspire Advisors, LLC 1.04% Reduce -5.2% 2,345,040 $188.9M
FMR LLC 0.01% Add +2.1% 2,278,245 $183.6M
Corient Private Wealth LP 0.24% Add +10.2% 2,182,308 $175.8M
1832 Asset Management L.P. 0.21% Reduce -1.9% 2,157,381 $173.8M
Truist Financial Corp. 0.19% Add +5.8% 1,961,465 $158.0M
Joel Isaacson & Co., LLC 4.51% Add +1.7% 1,933,766 $155.8M
Bleakley Financial Group, LLC 1.98% Add +1.9% 1,927,108 $155.3M
MassMutual Private Wealth & Trust, FSB 3.73% Reduce -12.9% 1,791,507 $144.3M
Invictus Private Wealth, LLC 7.63% Add +1.7% 1,764,095 $142.1M
Chicago Partners Investment Group LLC 2.73% Reduce -73.8% 1,696,716 $136.3M
Kestra Advisory Services, LLC 0.44% Add +15.3% 1,687,725 $136.0M
Millburn Ridgefield LLC 2.56% Reduce -0.4% 1,677,870 $135.2M
Catalyst Capital Advisors LLC 2.24% Reduce -0.4% 1,677,870 $135.2M
Merit Financial Group, LLC 0.84% Add +16.7% 1,674,384 $134.9M
Cullen/Frost Bankers, Inc. 1.32% Reduce -6.2% 1,657,960 $133.6M
Janney Montgomery Scott LLC 0.26% Add +7.5% 1,654,013 $133.3M
MML Investors Services, LLC 0.26% Add +17.1% 1,570,945 $126.6M
Waverly Advisors, LLC 0.72% Add +8.1% 1,537,251 $123.9M
Financial Synergies Wealth Advisors, Inc. 10.43% Reduce -1.4% 1,527,267 $123.1M
Equitable Holdings, Inc. 0.72% Reduce -0.7% 1,492,990 $120.3M
First Command Advisory Services, Inc. 0.71% Reduce -34.0% 1,482,046 $119.4M
Captrust Financial Advisors 0.17% Add +5.2% 1,402,905 $113.0M
National Philanthropic Trust 1.63% Reduce -1.7% 1,400,393 $112.8M
NewEdge Advisors, LLC 0.33% Add +7.8% 1,359,872 $109.6M
Cambridge Investment Research Advisors, Inc. 0.24% Add +3.5% 1,355,435 $109.2M
Cresset Asset Management, LLC 0.38% Reduce -1.6% 1,297,689 $104.6M
CENTRAL TRUST Co 1.82% Reduce -0.9% 1,247,189 $100.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -81.4% 1,241,259 $100.0M
Pine Ridge Advisers LLC 6.08% No change 1,224,488 $98.7M
Nadler Financial Group, Inc. 8.28% Add +1.1% 1,212,621 $97.7M
&partners 0.40% Add +11.2% 1,202,798 $96.9M
Country Trust Bank 1.69% Reduce -15.9% 1,197,848 $96.5M
Mercer Global Advisors Inc. 0.12% Reduce -11.1% 1,177,558 $94.9M
Assetmark, Inc. 0.15% Add +3.7% 1,119,178 $90.2M
DAVENPORT & Co LLC 0.45% Add +21.9% 1,094,719 $88.2M
Axxcess Wealth Management, LLC 1.39% New 1,080,918 $87.1M
Arax Advisory Partners 0.58% Add +109.4% 1,078,534 $86.9M
Trustmark Bank Trust Department 5.14% Reduce -10.6% 1,072,063 $86.4M
CBIZ Investment Advisory Services, LLC 3.12% Reduce -75.0% 297,343 $85.4M
SilverOak Wealth Management LLC 10.91% Add +3.6% 1,051,352 $84.7M
Pittenger & Anderson Inc. 3.01% No change 1,044,975 $84.2M
Associated Banc-Corp 1.99% Add +2.6% 1,039,951 $83.8M
Capital Asset Advisory Services LLC 2.96% Reduce -75.2% 1,014,936 $81.8M
Smithfield Trust Co 3.25% Reduce -0.9% 1,010,649 $81.4M
Schneider Downs Wealth Management Advisors, LP 7.60% Add +2.1% 1,004,416 $80.9M
Peapack Gladstone Financial Corp. 0.91% No change 981,870 $79.1M
PDS Planning, Inc 4.49% Add +3.1% 962,079 $77.5M
Avior Wealth Management, LLC 2.00% Add +412.6% 944,180 $75.9M
Performa Ltd (US), LLC 12.23% Reduce -5.8% 940,415 $75.8M
Betterment LLC 0.13% Reduce -8.9% 940,189 $75.8M
Alliancebernstein L.P. 0.02% Add +4.0% 262,256 $75.3M
Integrated Wealth Concepts LLC 0.46% Add +122.1% 876,370 $70.6M
Steward Partners Investment Advisory, LLC 0.35% Add +12.3% 861,631 $69.4M
AMG National Trust Bank 1.41% Add +6.9% 853,273 $68.7M
Sanctuary Advisors, LLC 0.32% Add +10.5% 848,107 $68.3M
Citizens Financial Group Inc. 0.81% Add +0.2% 831,448 $67.0M
Focus Partners Wealth 0.07% Add +3.2% 823,224 $66.3M
BlackRock, Inc. 0.00% Add +27.9% 810,992 $65.3M
Venture Visionary Partners LLC 1.76% Add +5.6% 785,840 $63.3M
CX Institutional 1.78% Add +8.7% 767,143 $61.8M
Leavell Investment Management, Inc. 2.23% Reduce -2.0% 758,002 $61.1M
Connecticut Wealth Management, LLC 2.21% Reduce -4.0% 740,816 $59.7M
Riverpoint Wealth Management Holdings, LLC 10.45% Add +1.0% 706,160 $56.9M
Northwest Quadrant Wealth Management, LLC 10.49% Add +1.3% 702,864 $56.6M
Thrivent Financial for Lutherans 0.10% Reduce -23.2% 697,960 $56.4M
First Manhattan Co. Llc. 0.14% Add +11.6% 698,320 $56.3M
New York Life Investment Management LLC 0.39% Reduce -2.7% 688,447 $55.5M
Founders Financial Securities LLC 2.82% Add +19.4% 683,602 $55.1M
Private Advisor Group, LLC 0.25% Reduce -19.1% 678,443 $54.7M
Center for Financial Planning, Inc. 5.11% Add +1.1% 678,271 $54.6M
Nicolet Bankshares Inc. 1.73% Add +17.0% 674,232 $54.5M
Horizon Investments, LLC 0.60% Reduce -40.0% 676,163 $54.5M
Bear Mountain Capital, Inc. 15.68% Add +2.0% 669,702 $54.1M
Wesbanco Bank Inc. 1.31% Add +9.8% 655,679 $52.8M
Cutler Investment Counsel LLC 4.96% Add +1.5% 654,530 $52.7M
Lido Advisors, LLC 0.19% Add +0.4% 640,579 $51.6M
BLB&B Advisors, LLC 1.86% Reduce -0.5% 630,315 $50.8M
Farther Finance Advisors, LLC 0.40% Add +2.9% 626,783 $50.5M
New Hampshire Trust 9.51% Reduce -12.4% 626,046 $50.4M
MAI Capital Management 0.19% Add +16.3% 623,639 $50.2M
TCV Trust & Wealth Management, Inc. 3.78% Reduce -0.9% 620,012 $50.0M
Heartwood Wealth Advisors LLC 3.88% Add +4.1% 619,635 $49.9M
Ballast, Inc. 9.37% Add +9.4% 616,950 $49.7M
Oppenheimer Asset Management Inc. 0.51% Add +1.7% 608,381 $49.0M
NewEdge Wealth, LLC 0.49% Reduce -0.7% 605,468 $48.8M
Arkansas Financial Group, Inc. 6.33% Reduce -0.8% 602,670 $48.6M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -0.5% 594,579 $48.1M
Fi3 FINANCIAL ADVISORS, LLC 11.45% New 671,664 $47.9M
Pathway Financial Advisors LLC 5.54% Add +0.3% 590,098 $47.5M
Vestmark Advisory Solutions, Inc. 0.44% Add +15.8% 587,604 $47.3M
Stephens Inc. 0.53% Reduce -0.9% 587,191 $47.3M
Summit Financial, LLC 0.52% Add +14.8% 586,924 $47.3M
Wealthquest Corp 2.97% Add +1.1% 584,077 $47.1M
BOK Financial Private Wealth, Inc. 2.41% Add +1.5% 583,370 $47.0M
Savant Capital, LLC 0.14% Add +204.4% 480,134 $46.9M
Perkins Coie Trust Co 7.64% Reduce -0.2% 572,039 $46.1M
Fidato Wealth LLC 26.26% Reduce -0.6% 557,784 $44.9M
DT Investment Partners, LLC 3.35% Add +0.9% 557,391 $44.9M
Blair William & Co. 0.12% Add +1.1% 555,266 $44.7M
Glenmede Trust Co. NA 0.20% Reduce -0.6% 550,155 $44.3M
Ashton Thomas Private Wealth, LLC 0.90% Reduce -1.4% 537,525 $43.3M
Northern Trust Corp. 0.00% Reduce -1.4% 527,808 $42.5M
IFC Advisors LLC 5.40% Add +0.6% 527,486 $42.5M
Apella Capital, LLC 0.60% Reduce -4.4% 525,840 $42.4M
SP Asset Management LLC 3.39% Add +0.3% 525,196 $42.3M
Marquette Asset Management, LLC 5.40% Add +0.5% 520,497 $41.9M
Shufro Rose & Co. LLC 2.39% Add +4.0% 515,810 $41.6M
GenTrust, LLC 1.56% Add +0.7% 503,865 $40.6M
Fulcrum Capital LLC 8.17% Reduce -5.5% 500,094 $40.3M
Mitchell McLeod Pugh & Williams Inc. 4.94% Add +7.3% 499,187 $40.2M
William Mack & Associates, Inc. 14.10% Add +56.6% 496,380 $40.0M
Conrad Siegel Investment Advisors, Inc. 6.45% Add +0.4% 492,340 $39.7M
Pinnacle Financial Partners, Inc. 0.27% Reduce -1.6% 489,324 $39.4M
TL Private Wealth 14.43% Add +0.3% 488,218 $39.4M
Bouchey Financial Group, Ltd. 2.47% Add +0.3% 473,770 $38.2M
American Trust 2.93% Reduce -1.2% 471,888 $38.0M
Agf Management Ltd. 0.15% Reduce -4.8% 464,169 $37.4M
TD Private Client Wealth LLC 0.68% Add +9.1% 461,813 $37.2M
Ameritas Advisory Services, LLC 0.75% Add +127.8% 459,384 $37.0M
Wealthspire Retirement, LLC 2.02% Reduce -1.5% 458,206 $36.9M
HB Wealth Management, LLC 0.21% Add +0.4% 456,294 $36.8M
D.A. Davidson & Co. 0.20% Add +5.0% 452,353 $36.4M
Bessemer Group Inc. 0.05% Add +65.8% 451,680 $36.4M
Consolidated Portfolio Review Corp 3.02% No change 449,616 $36.2M
Enclave Advisors LLC 4.71% Reduce -14.1% 448,329 $36.1M
Bokf, NA 0.49% Add +10.1% 443,574 $35.7M
Elevation Point Wealth Partners, LLC 0.66% Add +23.3% 443,568 $35.7M
Cary Street Partners Financial LLC 0.78% Add +4.1% 443,336 $35.7M
Eagle Strategies LLC 3.53% Add +158.8% 441,470 $35.6M
Blankinship & Foster, LLC 7.16% Reduce -1.8% 440,589 $35.5M
TRB Wealth Management, LLC 4.67% Add +2.6% 435,256 $35.1M
Cranbrook Wealth Management, LLC 6.55% Add +0.5% 434,525 $35.0M
Whittier Trust Co. 0.34% Reduce -0.2% 429,135 $34.7M
Larson Financial Group LLC 0.90% Reduce -29.0% 421,554 $34.0M
Franklin Resources Inc. 0.01% Reduce -0.1% 421,177 $33.9M
Searcy Financial Services Inc. 10.89% Reduce -0.9% 402,845 $32.5M
Callan Family Office, LLC 0.63% Add +13.6% 398,618 $32.1M
Round Rock Advisors LLC 4.11% Add +3.3% 396,501 $31.9M
Procyon Advisors, LLC 1.38% Add +0.3% 395,974 $31.9M
Principal Financial Group Inc. 0.02% Reduce -66.4% 394,651 $31.8M
Woodmont Investment Counsel LLC 1.73% Add +1.4% 393,998 $31.7M
Equity Wealth Partners, LLC 11.25% Add +60.0% 388,640 $31.3M
BCK Partners, Inc. 15.08% Add +0.9% 388,334 $31.3M
Integrated Capital Management, LLC 11.19% Add +2.3% 385,590 $31.1M
OneDigital Investment Advisors LLC 0.26% Reduce -0.8% 382,493 $30.8M
ProVise Management Group, LLC 2.06% Reduce -5.4% 381,713 $30.8M
Brown Advisory Inc. 0.05% Reduce -12.9% 381,699 $30.8M
Zhang Financial LLC 0.89% No change 376,125 $30.3M
Prosperity Consulting Group, LLC 1.15% Reduce -17.9% 375,687 $30.3M
Advantage Trust Co 10.43% Reduce -6.9% 368,074 $29.7M
Wolff Financial Management LLC 5.90% Add +0.3% 367,145 $29.6M
St Germain D J Co. Inc. 1.06% Reduce -1.5% 365,556 $29.5M
Commerce Bank 0.13% Add +13.4% 364,810 $29.4M
Huntington National Bank 0.19% Add +2.8% 364,754 $29.4M
Pacific Center for Financial Services 6.53% Add +0.8% 363,455 $29.3M
Trust Co of the South 4.12% Add +3.5% 363,104 $29.3M
Cornerstone Advisory, LLC 2.42% Add +2.6% 361,971 $29.2M
First Horizon Corp. 1.12% Add +31.0% 361,279 $29.1M
Grey Fox Wealth Advisors, LLC 4.51% Add +8.3% 356,445 $28.7M
Tectonic Advisors LLC 1.38% Add +5.1% 355,628 $28.7M
Pure Financial Advisors, LLC 0.37% Reduce -2.2% 354,943 $28.6M
Mesirow Financial Investment Management, Inc. 0.45% Add +4.8% 353,926 $28.5M
Meridian Wealth Advisors, LLC 3.20% Add +11.4% 349,947 $28.2M
Glenview Trust Co 0.39% Reduce -1.5% 348,997 $28.1M
Tiaa Trust, National Association 1.66% Reduce -0.2% 347,986 $28.0M
American Financial Advisors, LLC 3.31% Add +2.8% 341,288 $27.5M
Quantinno Capital Management LP 0.03% Add +11.2% 340,514 $27.4M
Copper Harbor Investment Advisors, LLC 5.74% — 336,762 $27.1M
Concurrent Investment Advisors, LLC 0.23% Add +34.4% 335,429 $27.0M
GeoWealth Management, LLC 0.84% Add +3.4% 331,122 $26.7M
Marietta Wealth Management, LLC 2.73% Add +2.4% 328,339 $26.5M
Mason & Associates, LLC 5.38% Add +2.5% 320,768 $25.8M
Condor Capital Management 1.93% Reduce -0.7% 319,355 $25.7M
Gratus Wealth Advisors, LLC 3.27% Add +2.8% 318,404 $25.7M
Hillman Co. 9.02% Add +32.4% 316,332 $25.5M
Grant Street Asset Management, Inc. 4.15% Add +4.9% 314,353 $25.3M
Northeast Investment Management 0.91% Add +1.9% 307,174 $24.7M
Phillips Financial Management, LLC 1.81% Reduce -14.3% 306,530 $24.7M
FIDELIS iM, LLC 8.40% Add +1.2% 305,813 $24.6M
Wellington Grp LLC 6.51% Add +10.5% 305,255 $24.6M
Prudent Investors Network, Inc. 4.74% Add +4.1% 303,890 $24.5M
AQR Capital Management 0.01% Add +39.1% 300,069 $24.2M
Arrow Financial Corp 2.15% Reduce -3.6% 297,279 $24.0M
Bridges Investment Management Inc. 0.29% Add +0.2% 295,340 $23.8M
Whittier Trust Co. of Nevada Inc. 0.44% No change 294,808 $23.8M
Simmons Bank 1.34% Reduce -1.1% 291,810 $23.5M
Coldstream Capital Management Inc. 0.30% Reduce -5.4% 290,745 $23.4M
Montag A & Associates Inc. 0.98% Reduce -2.2% 288,508 $23.2M
Schroder Investment Management Group 0.02% Add +13.1% 288,214 $23.2M
Buck Wealth Strategies, LLC 2.42% Add +1.3% 286,793 $23.1M
Oppenheimer & Co. Inc. 0.25% Add +2.5% 286,392 $23.1M
Benjamin Edwards Inc. 0.21% Add +3.9% 282,381 $22.8M
Twele Capital Management, Inc. 3.70% Reduce -0.1% 280,883 $22.6M
Salem Investment Counselors Inc. 0.56% Add +0.5% 280,851 $22.6M
Jefferies Financial Group Inc. 0.21% No change 280,000 $22.6M
Kestra Private Wealth Services, LLC 0.25% Reduce -4.0% 279,499 $22.5M
Ballentine Partners, LLC 0.27% No change 277,140 $22.3M
AdvisorNet Financial, Inc 1.01% Add +9.4% 274,531 $22.1M
Sandy Cove Advisors, LLC 5.48% Add +10.7% 272,085 $21.9M
Veracity Capital LLC 5.91% Add +2.1% 271,700 $21.9M
Visionary Wealth Advisors 0.85% Add +1.6% 267,589 $21.6M
Burling Wealth Partners, LLC 3.15% Add +3.8% 267,337 $21.5M
Next Level Wealth Planning, LLC 9.44% Add +4.9% 266,078 $21.4M
Sage Financial Group Inc. 1.17% Add +2.7% 262,271 $21.1M
Seven Bridges Advisors LLC 10.13% — 260,902 $21.0M
Facet Wealth, Inc. 0.30% Reduce -26.3% 260,806 $21.0M
Argent Trust Co 0.60% Add +16.5% 259,899 $20.9M
Carnegie Investment Counsel 0.42% Add +0.6% 259,117 $20.9M
Southern Michigan Bank & Trust 7.39% Add +0.6% 258,108 $20.8M
Berkshire Asset Management LLC 0.81% Add +0.3% 257,116 $20.7M
RTD Financial Advisors, Inc. 2.26% Reduce -1.3% 256,666 $20.7M
Intrust Bank NA 1.53% Reduce -2.5% 256,551 $20.7M
Great Valley Advisor Group, Inc. 0.33% Add +0.3% 256,140 $20.6M
Crestwood Advisors Group, LLC 0.30% Reduce -0.6% 255,199 $20.6M
CoreCap Advisors, LLC 0.60% Add +29.8% 253,780 $20.4M
AJ Advisors, LLC 6.33% Add +3.0% 252,672 $20.4M
Transamerica Financial Advisors, LLC 1.72% Reduce -6.5% 252,192 $20.3M
RFG Holdings, Inc. 4.24% Add +2.9% 250,995 $20.2M
Kestra Investment Management, LLC 0.39% Add +903.8% 246,644 $19.9M
Goldstone Financial Group, LLC 1.81% Reduce -3.8% 246,374 $19.9M
Single Point Partners, LLC 3.49% Reduce -2.9% 246,038 $19.8M
Serenity Investment Advisors 8.30% Reduce -74.7% 236,070 $19.5M
Sage Rhino Capital LLC 3.20% Reduce -12.9% 241,513 $19.5M
Caprock Group, LLC 0.37% Add +1.3% 241,056 $19.4M
Wedmont Private Capital 0.53% Add +0.4% 237,501 $19.2M
Sagespring Wealth Partners, LLC 0.29% Reduce -1.6% 237,293 $19.1M
Choreo, LLC 0.21% Reduce -4.7% 236,560 $19.1M
Crane Advisory, LLC 2.72% Add +1.0% 234,747 $18.9M
Investments & Financial Planning, LLC 8.96% Add +1.4% 234,793 $18.9M
Praetorian Wealth Management, Inc. 3.26% Add +0.3% 234,452 $18.9M
Tribridge Partners Financial LLC 7.38% Reduce -3.5% 232,373 $18.8M
DORVAL Corp 5.38% Add +1.0% 232,234 $18.7M
NORTHSTAR ASSET MANAGEMENT Co 3.52% No change 232,111 $18.7M
Sylvest Advisors, LLC 8.42% Add +1.2% 231,722 $18.7M
Napier Financial, LLC 3.89% Add +1.3% 231,680 $18.7M
EnRich Financial Partners LLC 4.43% Add +2.7% 231,644 $18.7M
Heritage Investors Management Corp. 0.51% Reduce -1.3% 230,294 $18.6M
Harbour Investments, Inc. 0.25% Reduce -4.1% 230,052 $18.5M
Riverview Capital Advisers, LLC 5.29% Add +0.5% 229,186 $18.5M
James J. Burns & Company, LLC 2.00% Add +4.1% 229,088 $18.5M
Asset Management Group, Inc. 2.68% Reduce -1.1% 227,669 $18.3M
Cahill Financial Advisors Inc. 1.76% Add +0.3% 227,260 $18.3M
Sierra Capital LLC 1.76% Reduce -0.9% 225,962 $18.2M
Towerpoint Wealth, LLC 6.29% Add +0.7% 224,580 $18.1M
Smith & Howard Wealth Management, LLC 3.70% Add +3.5% 223,338 $18.0M
World Investment Advisors 0.30% Reduce -75.4% 67,067 $18.0M
Allen Wealth Management, LLC 8.68% Add +5.7% 221,178 $17.8M
Modera Wealth Management, LLC 0.19% Reduce -14.1% 221,004 $17.8M
Prospera Financial Services Inc 0.26% Add +3.8% 220,163 $17.7M
Core Wealth Advisors, Inc. 3.53% Add +1.2% 218,118 $17.6M
Parallel Advisors, LLC 0.27% Reduce -1.7% 217,921 $17.6M
TriaGen Wealth Management LLC 4.38% Add +1.1% 216,882 $17.5M
Wealthcare Advisory Partners LLC 0.33% Reduce -0.7% 216,504 $17.4M
Avion Wealth 3.22% Add +8.9% 214,461 $17.3M
Brand Asset Management Group, Inc. 3.82% Reduce -1.0% 214,332 $17.3M
New Insight Wealth Advisors 5.07% Add +0.4% 213,327 $17.2M
jvl associates llc 4.86% Add +0.4% 212,771 $17.1M
Aspire Capital Advisors LLC 3.33% Reduce -11.7% 212,442 $17.1M
Financial Engines Advisors L.L.C. 0.03% Reduce -1.4% 211,884 $17.1M
Johnson Investment Counsel Inc. 0.12% Add +49.4% 211,727 $17.1M
Field & Main Bank 3.50% Reduce -5.6% 210,819 $17.0M
HUB Investment Partners, LLC 0.31% Add +18.4% 209,037 $16.8M
James Reed Financial Services, Inc. 12.84% No change 208,755 $16.8M
Jackson, Grant Investment Advisers, Inc. 5.22% Add +0.9% 208,499 $16.8M
Advisory Services Network, LLC 0.19% Add +5.3% 208,195 $16.8M
MBM Wealth Consultants, LLC 3.23% Add +1819.7% 207,708 $16.7M
Scott Capital Advisors, LLC 2.62% Reduce -0.1% 207,638 $16.7M
J.W. Cole Advisors, Inc. 0.29% New 207,364 $16.7M
Patriot Investment Management Group, Inc. 0.97% Reduce -2.0% 207,314 $16.7M
Principal Securities, Inc. 0.20% Reduce -0.4% 206,970 $16.7M
Roof Eidam Maycock Peralta, LLC 3.28% Reduce -0.3% 206,711 $16.7M
Fidelis Capital Partners, LLC 0.95% Add +4.4% 205,197 $16.5M
Fortitude Family Office, LLC 3.22% Add +10.8% 205,077 $16.5M
Global Retirement Partners, LLC 0.25% — 204,373 $16.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -5.0% 818,835 $16.4M
Kingsview Wealth Management, LLC 0.20% Add +20.3% 203,335 $16.4M
Belpointe Asset Management LLC 0.53% Add +1.7% 202,928 $16.3M
Stratos Wealth Advisors, LLC 0.90% Reduce -1.6% 202,880 $16.3M
Avidian Wealth Enterprises, LLC 0.45% Add +7.5% 202,787 $16.3M
AlphaCore Capital LLC 0.30% Reduce -3.2% 202,516 $16.3M
Nations Financial Group Inc, /Ia/ 0.78% Add +2.2% 202,011 $16.3M
Forum Private Client Group LLC 4.83% Add +10.3% 201,349 $16.2M
O'shaughnessy Asset Management, LLC 0.08% Reduce -2.9% 201,022 $16.2M
Tarbox Family Office, Inc. 2.32% Reduce -0.1% 200,702 $16.2M
Fee-Only Financial Planning, L.C. 8.64% Reduce -0.8% 200,192 $16.1M
Financial Futures Ltd Liability Co. 6.13% Add +3.2% 199,782 $16.1M
Roundview Capital LLC 0.88% Add +6.7% 199,759 $16.1M
Freedom Financial Partners LLC 5.24% Add +1.8% 199,503 $16.1M
EP Wealth Advisors, LLC 0.06% Add +9.4% 197,934 $15.9M
Advyzon Investment Management, LLC 1.15% Add +9.8% 196,920 $15.9M
Whelan Financial 4.31% Add +1.1% 196,652 $15.8M
Somnio Financial Group, LLC 9.36% Add +1.2% 196,176 $15.8M
ForthRight Wealth Management, LLC 4.04% Add +3.3% 196,127 $15.8M
Staley Capital Advisers Inc. 0.61% No change 195,749 $15.8M
JNBA Financial Advisors 1.19% Reduce -2.3% 195,423 $15.7M
Aries Wealth Management 3.09% Add +1.9% 195,021 $15.7M
Hall Capital Management Co. Inc. 4.87% Reduce -71.8% 194,339 $15.7M
Manning & Napier Advisors LLC 0.20% Add +13.3% 193,746 $15.6M
Fortis Capital Advisors, LLC 1.75% Add +3.2% 193,621 $15.6M
Americana Partners, LLC 0.34% Add +166.7% 189,951 $15.3M
Wheelhouse Advisory Group LLC 4.31% Add +3.0% 189,521 $15.3M
Fortress Financial Group, LLC 7.59% Add +3969.4% 188,657 $15.2M
Pinnacle Associates Ltd. 0.16% Reduce -0.5% 186,520 $15.0M
Black Diamond Financial, LLC 1.32% Add +7.8% 186,080 $15.0M
BTG Pactual Asset Management US LLC 1.12% Add +12.8% 184,581 $14.9M
Pearl Planning LLC 6.79% Add +3.7% 183,166 $14.8M
Acropolis Investment Management, LLC 0.58% Reduce -1.1% 182,231 $14.7M
Rossmore Private Capital 1.19% Add +6.4% 182,172 $14.7M
Central Valley Advisors, LLC 3.76% Add +1.3% 182,169 $14.7M
Zuckerman Investment Group, LLC 1.25% Add +0.5% 182,044 $14.7M
First National Bank Sioux Falls 3.99% Reduce -75.0% 48,158 $14.6M
Gibraltar Capital Management, Inc. 2.23% Reduce -2.0% 178,918 $14.4M
QRG Capital Management, Inc. 0.12% Add +956.0% 178,717 $14.4M
Ironsides Asset Advisors, LLC 3.32% No change 175,680 $14.2M
Gill Capital Partners, LLC 3.69% Add +3.0% 172,692 $13.9M
CPA Asset Management Group, LLC 4.00% Reduce -6.1% 172,265 $13.9M
Texas Yale Capital Corp. 0.30% Reduce -1.3% 171,479 $13.8M
LBMC Investment Advisors, LLC 0.75% No change 171,084 $13.8M
Beirne Wealth Consulting Services, LLC 2.72% Add +0.3% 169,648 $13.7M
Vise Technologies, Inc. 0.15% Add +147.6% 169,118 $13.6M
Texas Capital Bank Wealth Management Services Inc 0.73% Reduce -0.2% 168,304 $13.6M
Fort Point Capital Partners LLC 1.45% Add +24.9% 168,230 $13.6M
Milestone Investment Advisors LLC 2.93% Add +6.4% 168,086 $13.5M
Ancora Advisors LLC 0.26% Reduce -0.9% 166,541 $13.4M
Alliance Wealth Advisors, LLC 5.34% Add +5.3% 165,734 $13.4M
Mustico Financial Group, Inc. 8.66% Reduce -71.3% 165,601 $13.3M
Cozad Asset Management Inc. 0.86% Reduce -0.2% 164,559 $13.3M
Forvis Mazars Wealth Advisors, LLC 0.22% Reduce -4.6% 164,474 $13.3M
Arkadios Wealth Advisors 0.20% Add +1.0% 164,430 $13.2M
MOR Wealth Management, LLC 5.27% Add +8.0% 164,252 $13.2M
Koenig Investment Advisory, LLC 10.27% Reduce -0.5% 164,059 $13.2M
JDM Financial Group LLC 4.50% Reduce -32.0% 229,896 $13.2M
Diversify Advisory Services, LLC 0.22% New 161,082 $13.0M
Diversify Wealth Management, LLC 0.22% Reduce -75.2% 161,082 $13.0M
Mgo One Seven LLC 0.21% Add +3.2% 161,429 $13.0M
Bailard, Inc. 0.26% Add +0.9% 160,943 $13.0M
Parr McKnight Wealth Management Group, LLC 1.54% Add +4.4% 160,855 $13.0M
Noble Family Wealth, LLC 2.32% Reduce -1.1% 160,836 $13.0M
VSM Wealth Advisory, LLC 3.44% Reduce -2.6% 160,789 $13.0M
Councilor Wealth, LLC 5.23% Add +2.6% 160,350 $12.9M
Whitegate Investment Counselors, Inc. 3.66% Add +5.9% 159,726 $12.9M
Arkos Global Advisors 1.51% Reduce -0.5% 158,081 $12.7M
Sfm, LLC 6.50% Add +10.6% 157,364 $12.7M
Petredis Investment Advisors LLC 0.85% No change 157,232 $12.7M
Howe & Rusling Inc. 0.73% Add +19.7% 156,667 $12.6M
First Bancorp, Inc 4.96% Add +0.1% 156,039 $12.6M
West Bancorporation Inc. 5.38% Add +144.4% 155,999 $12.6M
Vanguard National Trust Co 0.68% No change 155,880 $12.6M
Wellington Management Group LLP 0.00% New 155,239 $12.5M
Ruggaard & Associates LLC 4.41% Reduce -0.7% 152,542 $12.3M
Washington Trust Bank 0.86% Add +48.4% 152,150 $12.3M
Red Wave Investments LLC 3.11% Add +6.1% 152,126 $12.3M
Cedar Point Capital Partners, LLC 7.06% Add +3.6% 152,109 $12.3M
Stratos Wealth Partners, LTD. 0.12% Reduce -2.0% 151,599 $12.2M
Capital Planning LLC 3.53% Reduce -5.6% 150,538 $12.1M
4Thought Financial Group Inc. 5.70% Reduce -9.7% 150,486 $12.1M
Odyssey Group, LLC 3.27% — 149,810 $12.1M
Ethos Financial Group, LLC 0.81% Add +5.1% 149,533 $12.0M
Sigma Planning Corp 0.30% Add +29.3% 148,820 $12.0M
Fiducient Advisors LLC 1.71% Reduce -32.9% 148,381 $12.0M
Titleist Asset Management, LLC 0.80% Add +0.3% 148,068 $11.9M
Legend Financial Advisors, Inc. 6.75% Add +4.3% 147,466 $11.9M
Valmark Advisers, Inc. 0.13% Add +2.0% 147,067 $11.8M
Daymark Wealth Partners, LLC 0.29% Add +7.6% 146,479 $11.8M
STAR Financial Bank 4.80% Add +13.5% 146,358 $11.8M
Beacon Financial Strategies CORP 5.82% Add +2.1% 145,415 $11.7M
IF Advisors, LLC 7.64% Add +2.4% 144,156 $11.6M
Sapient Capital LLC 0.15% Add +17.9% 143,867 $11.6M
Anderson Hoagland & Co. 0.91% Reduce -4.3% 143,723 $11.6M
David Kennon Inc 3.83% Reduce -4.3% 143,679 $11.6M
Bank of New Hampshire 2.41% Reduce -6.2% 143,545 $11.6M
F/m Investments LLC 0.58% Reduce -1.5% 142,871 $11.5M
Advisor OS, LLC 0.77% Reduce -1.8% 142,783 $11.5M
Financial Management Professionals, Inc. 1.07% No change 140,360 $11.3M
First United Bank & Trust 3.25% Add +3.8% 140,053 $11.3M
Uptown Financial Advisors LLC 8.25% Reduce -1.5% 139,720 $11.3M
Legacy Wealth Partners, LLC 2.53% Add +2.2% 139,681 $11.3M
Prosperitas Financial LLC 3.60% Add +1.6% 139,557 $11.2M
MJP Associates Inc. 1.23% Add +3.9% 139,485 $11.2M
O'Connor Financial Group LLC 3.96% Reduce -0.3% 138,964 $11.2M
Addis & Hill, Inc 6.15% Reduce -7.7% 138,549 $11.2M
Silverleafe Capital Partners, LLC 3.04% Add +1.0% 138,413 $11.2M
McClarren Financial Advisors, Inc. 5.75% Add +2.2% 138,074 $11.1M
Summit Trail Advisors, LLC 0.14% Add +6.0% 136,774 $11.0M
Daner Wealth Management, LLC 5.97% Reduce -75.2% 130,723 $11.0M
Keyvantage Wealth, LLC 4.16% Add +12.1% 136,506 $11.0M
Canandaigua National Bank & Trust Co. 0.93% — 136,457 $11.0M
XML Financial, LLC 0.80% Add +9.2% 136,272 $11.0M
Curi Capital, LLC 0.17% Add +3.5% 136,054 $11.0M
Uptick Partners, LLC 1.70% Add +26.4% 135,516 $10.9M
Beam Wealth Advisors, Inc. 2.41% Reduce -4.0% 135,400 $10.9M
Houlihan Financial Resource Group, Ltd. 3.88% Add +1.9% 135,089 $10.9M
Adelphi Trust Co 7.22% Reduce -2.9% 135,021 $10.9M
TrueWealth Financial Partners 4.46% Reduce -0.4% 133,846 $10.8M
Composition Wealth, LLC 0.13% Add +16.6% 133,701 $10.8M
Chesley Taft & Associates LLC 0.42% Add +4.3% 133,449 $10.8M
Consilio Wealth Advisors, LLC 2.58% Reduce -4.3% 133,434 $10.8M
First National Bank of Omaha 0.30% Add +2.9% 132,503 $10.7M
Atria Investments, Inc 0.11% Add +197.8% 131,755 $10.6M
Retirement Management Systems Inc. 2.16% Add +6.1% 130,732 $10.5M
Gemmer Asset Management LLC 0.71% Reduce -2.2% 130,687 $10.5M
Dakota Wealth Management 0.20% Reduce -1.8% 130,624 $10.5M
Keybank National Association 0.03% Reduce -3.3% 130,553 $10.5M
TD Capital Management LLC 0.85% Reduce -2.4% 129,727 $10.5M
Elevation Wealth Partners, LLC 3.13% Add +0.6% 129,724 $10.5M
Lowe Brockenbrough & Co. Inc. 0.46% Reduce -2.2% 128,334 $10.3M
Private Wealth Asset Management, LLC 0.99% Add +10.4% 128,639 $10.3M
CRA Financial Services, LLC 1.19% Reduce -0.8% 128,063 $10.3M
Manchester Capital Management LLC 1.34% Reduce -0.2% 127,670 $10.3M
KFA Private Wealth Group, LLC 2.47% Add +2.8% 127,446 $10.3M
Apollon Wealth Management, LLC 0.12% Add +120.4% 127,256 $10.3M
Warner Financial, Inc. 3.00% Add +0.1% 126,727 $10.2M
Caldwell Trust Co 0.82% Reduce -1.9% 126,411 $10.2M
Mutual Advisors, LLC 0.19% Reduce -5.7% 126,378 $10.2M
1900 Wealth Management LLC 0.56% Add +1.1% 125,462 $10.1M
Bridgewealth Advisory Group, LLC 1.90% Add +6.0% 125,138 $10.1M
Drive Wealth Management, LLC 1.79% Reduce -14.3% 124,587 $10.0M
Sowell Financial Services LLC 0.33% Add +4.3% 124,472 $10.0M
Wealth Science Advisors LLC 4.43% Reduce -3.2% 123,665 $10.0M
Jane Street Group, LLC 0.01% Add +224.0% 122,789 $9.9M
Bradley Foster & Sargent Inc. 0.14% Add +3.8% 122,744 $9.9M
OneAscent Financial Services LLC 0.47% Add +1.9% 122,741 $9.9M
Envision Financial LLC 4.55% Add +7.0% 122,683 $9.9M
GreatBanc Trust CO 6.13% Reduce -6.2% 122,595 $9.9M
McNaughton Wealth Management, LLC 3.50% Add +1.4% 122,492 $9.9M
Grove Bank & Trust 0.98% Add +24.9% 122,447 $9.9M
Park Avenue Securities LLC 0.06% Reduce -5.7% 122,426 $9.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.81% Reduce -1.0% 122,425 $9.9M
Private Client Services, LLC 2.57% Add +6.3% 121,759 $9.8M
Cordoba Advisory Partners LLC 2.07% Add +1.6% 120,997 $9.8M
Gladstone Institutional Advisory LLC 0.31% Add +1.5% 120,581 $9.7M
Operose Advisors LLC 1.86% Reduce -6.2% 119,495 $9.6M
Sagace Wealth Management LLC 6.07% Reduce -0.1% 119,074 $9.6M
Fiduciary Advisors, Inc. 6.42% Add +0.5% 118,444 $9.5M
NewCorp Financial Services, Inc. 7.28% Add +4.8% 118,055 $9.5M
Gotham Asset Management 0.02% No change 117,712 $9.5M
Principle Wealth Partners LLC 0.46% Reduce -3.6% 116,717 $9.4M
Ellevest, Inc. 1.11% Add +57.9% 175,606 $9.4M
Alliance Private Wealth, LLC 3.26% Reduce -5.8% 116,476 $9.4M
Headinvest, LLC 1.74% Add +0.6% 115,878 $9.3M
Citigroup Inc. 0.00% Add +2.4% 115,258 $9.3M
Arbor Wealth Management LLC\AZ 8.25% Add +0.9% 115,220 $9.3M
Level Four Advisory Services, LLC 0.26% Add +3.5% 115,133 $9.3M
Johnson Bixby & Associates, LLC 1.03% Add +13.3% 114,925 $9.3M
Fonville Wealth Management LLC 1.50% Add +0.8% 114,370 $9.2M
Essex Financial Services, Inc. 0.46% Add +0.4% 114,345 $9.2M
Evermay Wealth Management LLC 0.95% Reduce -6.0% 114,318 $9.2M
KTF Investments, LLC 0.93% Reduce -1.2% 114,066 $9.2M
Kagan Cocozza Asset Management 5.73% Add +10.3% 113,577 $9.2M
Horizon Family Wealth, Inc. 4.17% Reduce -1.1% 113,473 $9.1M
Maia Wealth LLC 1.35% Add +29.6% 113,071 $9.1M
Baltimore-Washington Financial Advisors, Inc. 0.34% Reduce -1.4% 113,010 $9.1M
Strive Financial Group ,LLC 3.95% Add +9.8% 112,719 $9.1M
Trinity Financial Advisors LLC 2.33% Add +1.3% 112,298 $9.0M
Verus Financial Partners, Inc. 0.77% Reduce -0.6% 112,168 $9.0M
Capital Investment Advisory Services, LLC 0.55% Reduce -2.3% 110,890 $8.9M
Creekside Partners 3.23% No change 110,797 $8.9M
First PREMIER Bank 1.44% Add +1.4% 110,588 $8.9M
Strategic Investment Advisors / MI 0.54% Add +15.2% 110,076 $8.9M
Greenup Street Wealth Management LLC 1.07% Add +16.6% 109,191 $8.8M
Nwam LLC 0.44% Add +7.9% 109,166 $8.8M
Kingswood Wealth Advisors, LLC 0.35% Add +4.4% 107,900 $8.7M
Accredited Investors Inc. 0.38% Reduce -8.0% 107,802 $8.7M
Elwood & Goetz Wealth Advisory Group, LLC 1.28% Add +0.9% 107,137 $8.6M
Mars Jewett Financial Group, Inc. 1.75% New 107,072 $8.6M
United Bank 1.01% Reduce -7.1% 106,970 $8.6M
Rooted Wealth Advisors, Inc. 2.11% Reduce -78.8% 106,801 $8.6M
Integrity Alliance, Llc. 0.27% Add +6.0% 105,737 $8.5M
Cannon Capital Management, Inc. 7.18% Add +13.1% 104,867 $8.4M
Rwa Wealth Partners, LLC 0.08% Add +2.8% 104,522 $8.4M
WASHINGTON TRUST Co 0.26% Add +0.4% 104,130 $8.4M
Caliber Wealth Management, LLC / KS 0.81% Reduce -2.8% 103,856 $8.4M
Parsons Capital Management Inc. 0.38% Add +2.2% 103,627 $8.3M
Family Investment Center, Inc. 1.39% Reduce -1.3% 103,618 $8.3M
Valeo Financial Advisors, LLC 0.18% Reduce -16.2% 109,210 $8.3M
United Capital Financial Advisors, LLC 0.05% Add +0.5% 102,610 $8.3M
HighRoad Wealth Advisors, LLC 6.97% Add +0.5% 102,596 $8.3M
Randall & Associates Wealth Management 5.11% Reduce -7.1% 102,539 $8.3M
Summit Financial Wealth Advisors, LLC 1.05% No change 102,256 $8.2M
Smith Partners Wealth Management, LLC 6.52% Reduce -3.8% 101,775 $8.2M
Francis Financial, Inc. 1.34% Add +0.3% 101,619 $8.2M
Endeavor Private Wealth, Inc. 1.99% Reduce -8.6% 101,392 $8.2M
Ausdal Financial Partners, Inc. 0.32% Add +1.5% 101,278 $8.2M
Custos Family Office, LLC 4.89% Add +1.8% 100,954 $8.1M
IFS Advisors, LLC 3.89% Add +1.0% 100,813 $8.1M
Cornerstone Management, Inc. 1.17% Add +1.2% 100,752 $8.1M
Gilman Hill Asset Management, LLC 1.13% Add +0.8% 100,684 $8.1M
Prime Capital Investment Advisors, LLC 0.08% Reduce -1.3% 100,607 $8.1M
McAdam, LLC 0.31% Add +12.4% 100,365 $8.1M
Plus Group Wealth Advisors LLC 7.56% Add +4.1% 99,760 $8.0M
Coastal Bridge Advisors, LLC 0.49% Add +9.7% 99,235 $8.0M
Tidal Investments LLC 0.02% Add +35.2% 98,590 $7.9M
Northcape Wealth Management, LLC 2.07% Reduce -1.3% 98,083 $7.9M
Quest Investment Management LLC 0.92% Reduce -1.8% 97,518 $7.9M
NWM Advisors, LLC 6.16% Add +16.9% 97,027 $7.8M
Ticino Wealth 2.46% Add +25.3% 96,948 $7.8M
Harbor Advisory Corp. 2.09% Reduce -2.9% 96,844 $7.8M
Xcelsior Advisor Partners LLC 1.01% Add +2.1% 95,219 $7.7M
Brighton Jones LLC 0.14% Add +9.0% 95,092 $7.7M
Walkner Condon Financial Advisors LLC 0.88% Reduce -0.7% 94,980 $7.7M
Dynamic Advisor Solutions LLC 0.22% Add +2.4% 94,865 $7.6M
Cascade Financial Partners, LLC 0.66% No change 94,784 $7.6M
Culbertson A N & Co. Inc. 0.89% Reduce -0.4% 94,528 $7.6M
S.A. Mason LLC 2.33% Add +8.4% 94,023 $7.6M
Fiduciary Financial Advisors 0.77% New 94,016 $7.6M
Beacon Advisors Holdings, LLC 3.71% Reduce -0.3% 93,970 $7.6M
Gateway Wealth Partners, LLC 0.45% Reduce -43.1% 93,854 $7.6M
Mosaic Family Wealth Partners, LLC 0.51% Add +38.6% 93,201 $7.5M
Renaissance Technologies 0.01% Reduce -20.9% 93,080 $7.5M
Nikulski Financial, Inc. 1.61% Add +2.2% 92,889 $7.5M
Federation des caisses Desjardins du Quebec 0.02% Add +9.7% 92,184 $7.4M
Arcadia Investment Advisors LLC 3.13% Reduce -8.4% 92,159 $7.4M
Marathon Wealth Advisors LLC 2.53% Reduce -1.6% 91,722 $7.4M
Continuum Advisory, LLC 0.60% Add +1.7% 91,580 $7.4M
Hidden Cove Wealth Management, LLC 4.06% Add +2.1% 91,483 $7.4M
Cascades Capital Asset Management, LLC 2.74% Add +2.8% 91,111 $7.3M
Blackston Financial Advisory Group, LLC 4.14% Reduce -2.4% 91,100 $7.3M
BBR Partners, LLC 0.34% No change 90,510 $7.3M
Cypress Wealth Services, LLC 0.89% Reduce -0.8% 89,687 $7.2M
Farrell Financial LLC 3.86% Reduce -0.8% 88,547 $7.1M
Capital Advantage, Inc. 0.87% Add +7.5% 88,538 $7.1M
Harpswell Capital Advisors, LLC 4.56% New 88,164 $7.1M
Steph & Co. 1.79% Add +3.6% 87,875 $7.1M
Bearing Point Capital, LLC 0.96% Add +9.4% 87,718 $7.1M
Latko Wealth Management, Ltd. 2.98% Add +1.6% 87,157 $7.0M
Spectrum Investment Advisors, Inc. 2.86% Add +3.4% 86,954 $7.0M
Brighton Securities Corp. 2.96% Add +3.5% 85,580 $6.9M
Perigon Wealth Management, LLC 0.11% Reduce -0.5% 85,222 $6.9M
Waller Financial Planning Group, Inc. 1.40% Reduce -6.8% 84,260 $6.8M
Mason & Associates Inc 1.10% No change 84,183 $6.8M
Mystic Asset Management, Inc. 1.45% Add +0.8% 83,999 $6.8M
SouthState Bank Corp 0.28% Add +15.1% 83,852 $6.8M
Vanguard Advisers Inc. 0.02% Add +0.4% 83,608 $6.7M
Holos Integrated Wealth LLC 3.14% Reduce -0.3% 83,406 $6.7M
Calamos Wealth Management LLC 0.20% Add +1.2% 82,864 $6.7M
Amara Financial, Llc. 3.99% Add +2.1% 82,834 $6.7M
Colorado Capital Management, Inc. 2.27% Add +4.6% 82,492 $6.6M
Hexagon Capital Partners LLC 0.93% Reduce -9.3% 82,452 $6.6M
Rose Capital Advisors LLC 3.55% — 82,236 $6.6M
Weil Company, Inc. 1.16% Add +9.5% 81,846 $6.6M
Great Lakes Retirement, Inc. 0.58% Add +3.8% 81,728 $6.6M
MBL Wealth, LLC 0.45% Reduce -9.9% 81,658 $6.6M
Savvy Advisors, Inc. 0.14% Add +60.4% 81,640 $6.6M
First Financial Corp. 2.27% Reduce -0.1% 81,406 $6.6M
Krane Financial Solutions LLC 4.04% Add +0.8% 81,379 $6.6M
Patriot Financial Group Insurance Agency, LLC 0.67% Reduce -57.1% 81,349 $6.6M
SCS Capital Management LLC 0.06% Add +0.6% 80,882 $6.5M
Destiny Wealth Partners, LLC 0.91% Reduce -31.3% 79,792 $6.5M
Kendall Capital Management 1.08% No change 80,166 $6.5M
Capital Management Associates, Inc 1.30% Add +1.3% 80,127 $6.5M
Pinnacle Financial Group, LLC / IL 1.57% Add +3.4% 79,792 $6.4M
Retirement Planning Group, LLC 0.16% Reduce -2.5% 79,600 $6.4M
Focus Financial Network, Inc. 0.20% Add +12.9% 79,154 $6.4M
RKL Wealth Management LLC 0.51% Reduce -1.9% 79,142 $6.4M
M&T Bank Corp 0.02% Reduce -20.4% 79,059 $6.4M
Mather Group, Llc. 0.06% Add +0.2% 78,837 $6.4M
Narus Financial Partners, LLC 1.63% Add +1.6% 78,625 $6.3M
Accelerate Investment Advisors LLC 3.62% Reduce -4.2% 78,300 $6.3M
Keystone Financial Group 0.37% Add +7.8% 78,152 $6.3M
Founders Grove Wealth Partners, LLC 1.25% Add +2.0% 77,811 $6.3M
Wealthedge Investment Advisors, LLC 2.13% Reduce -11.4% 77,658 $6.3M
Pinnacle Wealth Management Group, Inc. 2.91% Reduce -0.3% 77,490 $6.2M
MCF Advisors LLC 0.22% Add +67.3% 76,788 $6.2M
First Merchants Corp. 0.22% Add +0.7% 76,359 $6.2M
Meridian Management Co. 1.38% Reduce -1.9% 76,037 $6.1M
Retirement Guys Formula LLC 2.30% Add +26.9% 75,977 $6.1M
Meramec Financial Planners, LLC 2.23% Add +1.1% 75,258 $6.1M
Orin Green Financial, LLC 2.25% Add +0.5% 75,582 $6.1M
Fifth Third Securities, Inc. 0.35% Reduce -16.2% 75,385 $6.1M
Guardian Wealth Advisors, LLC / NC 0.34% Add +2.9% 75,380 $6.1M
Ehrenkranz Partners L.P. 3.49% Reduce -1.5% 75,003 $6.0M
Greenbush Financial Group, LLC 1.78% Reduce -49.0% 74,958 $6.0M
BKM Wealth Management, LLC 2.13% Reduce -3.6% 74,696 $6.0M
RFG Advisory, LLC 0.09% Reduce -7.6% 74,600 $6.0M
City Holding Co. 0.68% Reduce -0.6% 74,438 $6.0M
Wealthspan Partners, LLC 1.88% Add +6.8% 74,155 $6.0M
Mfa Wealth Advisors, LLC 1.01% Add +7.9% 73,861 $6.0M
AE Wealth Management LLC 0.03% Add +5.8% 73,855 $6.0M
Berkeley Capital Partners, LLC 1.22% Add +3.0% 73,665 $5.9M
Advisors Capital Management, LLC 0.06% Add +5.8% 73,609 $5.9M
Legacy Edge Advisors, LLC 0.54% Reduce -0.1% 73,508 $5.9M
Five Pine Wealth Management 3.35% Reduce -0.2% 73,466 $5.9M
Marquette Associates, Inc. 4.30% Reduce -1.2% 73,265 $5.9M
Aptus Capital Advisors, LLC 0.04% Add +11.6% 73,136 $5.9M
Bernardo Wealth Planning LLC 1.01% Add +2.5% 73,106 $5.9M
May Hill Capital, LLC 1.23% Reduce -2.1% 73,092 $5.9M
Veridan Wealth LLC 2.05% Add +5.1% 73,048 $5.9M
Verdence Capital Advisors LLC 0.31% Add +2.2% 72,684 $5.9M
Tower Bridge Advisors 0.53% Reduce -4.3% 72,428 $5.8M
One Capital Management, LLC 0.16% Reduce -75.0% 20,286 $5.8M
White Lighthouse Investment Management Inc. 0.72% Add +1.3% 71,920 $5.8M
Robinswood Financial LLC 1.66% Reduce -1.3% 71,785 $5.8M
Clear Creek Financial Management, LLC 0.37% Add +128.0% 71,734 $5.8M
Regal Investment Advisors LLC 0.30% Add +1.9% 71,696 $5.8M
Smith, Moore & Co. 0.38% Add +0.3% 71,662 $5.8M
Genesis Private Wealth, LLC 1.62% Reduce -0.5% 71,391 $5.8M
Baron Silver Stevens Financial Advisors, LLC 0.73% Add +1.2% 70,927 $5.7M
Integrated Advisors Network LLC 0.26% Reduce -12.3% 70,681 $5.7M
Gleason Group, Inc. 0.50% Reduce -5.4% 70,483 $5.7M
LexAurum Advisors, LLC 0.66% Add +16.9% 70,213 $5.7M
Frisch Financial Group, Inc. 0.97% Reduce -5.0% 69,998 $5.6M
Legacy Financial Group LLC 0.63% Reduce -3.8% 69,800 $5.6M
King Wealth Management Group 0.61% No change 69,724 $5.6M
Focus Partners Advisor Solutions, LLC 0.05% Add +69.6% 69,642 $5.6M
Koshinski Asset Management, Inc. 0.30% Reduce -8.0% 69,487 $5.6M
TPG Financial Advisors, LLC 1.67% Reduce -0.4% 69,325 $5.6M
Scotia Capital Inc. 0.02% Reduce -15.0% 69,024 $5.6M
Boston Trust Walden Corp 0.04% Add +6.1% 69,010 $5.6M
Security National Bank 0.66% New 68,820 $5.5M
Mission Creek Capital Partners, Inc. 0.97% Add +39.1% 68,522 $5.5M
Advocate Group LLC 0.83% Reduce -7.6% 68,209 $5.5M
Marathon Strategic Advisors, LLC 3.10% Reduce -0.3% 68,161 $5.5M
Fiduciary Alliance LLC 0.37% Reduce -1.0% 68,046 $5.5M
Creative Financial Designs Inc. 0.26% Add +18.0% 67,687 $5.5M
Benchmark Financial Wealth Advisors, LLC 1.35% No change 67,674 $5.5M
Secure Asset Management, LLC 0.77% Add +2.0% 67,561 $5.4M
Rialto Wealth Management, LLC 1.08% Reduce -6.0% 67,527 $5.4M
Pitcairn Wealth Advisors LLC 0.59% Add +95.8% 67,397 $5.4M
Hofer & Associates. Inc 2.62% Add +2.4% 67,355 $5.4M
WP Advisors, LLC 1.31% Reduce -0.2% 67,229 $5.4M
Rockingstone Advisors LLC 2.17% Add +0.6% 67,142 $5.4M
Vickerman Investment Advisors, Inc. 1.04% Reduce -1.5% 66,595 $5.4M
Petros Family Wealth, LLC 3.26% Reduce -10.4% 66,134 $5.3M
Ascent Group, LLC 0.16% Add +6.7% 65,457 $5.3M
Wealthfront Advisers LLC 0.01% Add +17.4% 65,431 $5.3M
Marshall & Sterling Wealth Advisors Inc. 3.12% Add +9.8% 65,306 $5.3M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -75.4% 64,915 $5.2M
M3 Wealth Management, LLC 3.37% Add +12.4% 64,416 $5.2M
Mokosak Advisory Group, LLC 1.11% Reduce -2.5% 63,894 $5.1M
Meridian Financial Advisors, LLC 2.45% Reduce -1.5% 63,316 $5.1M
Cornerstone Wealth Management, LLC 0.22% Add +4.3% 63,170 $5.1M
Sage Mountain Advisors LLC 0.31% No change 62,803 $5.1M
PAX Financial Group, LLC 0.75% Reduce -2.6% 62,400 $5.0M
Pinnacle Wealth Management Advisory Group, LLC 0.30% Reduce -0.8% 62,376 $5.0M
Evercore Wealth Management, LLC 0.07% No change 61,832 $5.0M
Brookstone Capital Management 0.05% Reduce -3.3% 61,775 $5.0M
Vista Cima Wealth Management LLC 3.70% Add +1.9% 61,736 $5.0M
LongView Wealth Management 1.27% Add +2.4% 61,684 $5.0M
Sheets Smith Wealth Management 0.50% Add +0.9% 61,611 $5.0M
Alpine Bank Wealth Management 0.63% Reduce -2.9% 61,182 $4.9M
Krilogy Financial LLC 0.14% Add +1.7% 60,839 $4.9M
Badgley Phelps Wealth Managers, LLC 0.09% Add +0.6% 60,834 $4.9M
Financial Advisory Partners, LLC 1.28% Add +4.2% 60,768 $4.9M
Brown Brothers Harriman & Co. 0.02% Reduce -21.9% 60,705 $4.9M
Wilson & Boucher Capital Management, LLC 2.86% Reduce -1.3% 60,403 $4.9M
Pine Valley Investments Ltd Liability Co 0.21% Add +0.2% 60,235 $4.9M
Capital Analysts, LLC 0.11% Add +2.7% 59,869 $4.8M
Florida Trust Wealth Management Co 0.12% Add +105.5% 59,748 $4.8M
Kovack Advisors, Inc. 0.23% Add +9.4% 59,670 $4.8M
Citadel Advisors 0.00% Add +134.6% 59,558 $4.8M
Fjell Capital, LLC 3.27% Add +0.2% 59,524 $4.8M
CreativeOne Wealth, LLC 0.10% Reduce -6.5% 59,055 $4.8M
Fogel Capital Management, Inc. 1.91% Add +1.9% 58,974 $4.8M
Alesco Advisors, LLC, An ESL Co 0.11% No change 58,956 $4.8M
Family Legacy, Inc. 1.26% Reduce -0.5% 58,511 $4.7M
Perennial Investment Advisors, LLC 0.31% Add +24.6% 58,255 $4.7M
Newman Dignan & Sheerar, Inc. 0.90% Reduce -0.5% 58,097 $4.7M
Roger Wittlin Investment Advisory, LLC 3.67% Reduce -0.3% 58,010 $4.7M
Chilton Investment Co. Inc. 0.11% Add +24.8% 57,797 $4.7M
First American Bank 0.26% Add +8.0% 57,774 $4.7M
Empower Advisory Group, LLC 0.01% Add +13.0% 57,594 $4.6M
Acorn Financial Advisory Services Inc. 0.61% Reduce -3.7% 57,408 $4.6M
Red Crane Wealth Management, LLC 3.39% Reduce -0.2% 57,272 $4.6M
Salomon & Ludwin, LLC 0.38% Reduce -2.4% 57,421 $4.6M
Fund Evaluation Group, LLC 0.12% No change 57,108 $4.6M
RW Investment Management LLC 0.40% Add +0.6% 57,062 $4.6M
Wescott Financial Advisory Group, LLC 0.35% Reduce -7.5% 56,727 $4.6M
Signature Estate & Investment Advisors LLC 0.08% Reduce -1.8% 56,626 $4.6M
Fiduciary Wealth Partners, LLC 2.51% Reduce -35.9% 56,576 $4.6M
Greenwich Wealth Management LLC 0.17% No change 56,453 $4.5M
Partners in Financial Planning 0.69% Add +0.2% 56,442 $4.5M
Anson Capital, Inc. 2.93% Reduce -0.7% 55,975 $4.5M
Fort Washington Investment Advisors Inc. 0.02% Add +1.9% 55,721 $4.5M
Valpey Financial Services, LLC 2.67% Reduce -6.3% 55,671 $4.5M
Drucker Wealth 3.0, LLC 0.71% Reduce -6.8% 55,652 $4.5M
Bellars Harris Wealth Management, LLC 0.91% — 55,649 $4.5M
VestGen Advisors, LLC 0.13% Reduce -66.6% 55,611 $4.5M
Atlantic Union Bankshares Corp 0.07% Add +8.8% 55,597 $4.5M
Quadrant Capital Group LLC 0.12% Add +20.2% 55,577 $4.5M
FinDec Wealth Services, Inc. 5.29% Reduce -4.1% 55,531 $4.5M
Stratos Investment Management, LLC 0.16% Reduce -3.8% 55,486 $4.5M
Diversified Trust Co. 0.07% Add +2.8% 55,395 $4.5M
Sequoia Financial Advisors, LLC 0.02% Reduce -1.2% 55,334 $4.5M
Virtue Asset Management LLC 3.19% Add +36.6% 55,169 $4.4M
IHT Wealth Management, LLC 0.09% Add +0.9% 55,143 $4.4M
Conservest Capital Advisors, Inc. 0.35% Reduce -0.5% 55,123 $4.4M
Gradient Capital Advisors, LLC 1.03% Reduce -3.9% 55,041 $4.4M
Innovative Wealth Building LLC 2.57% Reduce -6.4% 55,003 $4.4M
Flagship Harbor Advisors, LLC 0.17% Reduce -3.3% 54,733 $4.4M
Modern Wealth Management, LLC 0.05% Add +132.4% 54,682 $4.4M
Seamount Financial Group Inc. 1.77% Add +4.5% 54,593 $4.4M
FreeGulliver LLC 1.54% Add +3.0% 54,239 $4.4M
Beckerman Institutional, LLC 2.07% Add +9.4% 54,070 $4.4M
D.B. Root & Company, LLC 0.92% Reduce -6.9% 53,963 $4.3M
Mittelman Wealth Management 2.87% Reduce -80.7% 12,621 $4.3M
Good Steward Wealth Advisors,LLC 2.62% Add +6.0% 53,902 $4.3M
GoalFusion Wealth Management, LLC 1.75% Add +5.7% 53,793 $4.3M
Spartan Wealth Advisory Services LLC 0.35% Add +0.2% 53,773 $4.3M
BCM Advisors, LLC 0.84% Reduce -73.9% 53,733 $4.3M
Armbruster Capital Management, Inc. 0.64% Reduce -4.3% 53,688 $4.3M
Allen Mooney & Barnes Investment Advisors LLC 0.66% Reduce -3.1% 53,583 $4.3M
Compound Planning, Inc. 0.11% Add +0.5% 53,581 $4.3M
Robertson Stephens Wealth Management, LLC 0.11% Reduce -1.5% 53,560 $4.3M
Hilltop Wealth Advisors, LLC 2.15% No change 53,280 $4.3M
Ellenbecker Investment Group 0.50% Reduce -2.4% 52,902 $4.3M
Maltin Wealth Management, Inc. 1.42% Add +7.0% 52,813 $4.3M
Evergreen Wealth Management, LLC 1.99% New 52,579 $4.2M
IFP Advisors, Inc 0.08% Reduce -7.7% 52,476 $4.2M
Duncan Williams Asset Management, LLC 0.95% Add +1.4% 52,189 $4.2M
Cannon Wealth Management Services, LLC 2.29% Add +1.1% 51,984 $4.2M
Ridgewood Investments LLC 1.56% Add +3.0% 51,848 $4.2M
United Financial Planning Group LLC 2.12% Reduce -0.9% 51,820 $4.2M
Foster Victor Wealth Advisors, LLC 0.22% Reduce -2.8% 51,644 $4.2M
CAP Partners, LLC 2.04% Reduce -19.1% 51,814 $4.2M
Omnia Family Wealth, LLC 1.12% Reduce -0.3% 51,806 $4.2M
Moisand Fitzgerald Tamayo, LLC 0.41% Reduce -0.8% 51,734 $4.2M
WESCAP Management Group, Inc. 0.77% Add +0.6% 51,099 $4.1M
Ieq Capital, LLC 0.02% Add +1.9% 50,936 $4.1M
Fortis Group Advisors, LLC 0.65% Reduce -74.7% 50,500 $4.1M
Snowden Capital Advisors LLC 0.10% Add +7.8% 50,469 $4.1M
Spinnaker Trust 0.20% Reduce -11.8% 50,377 $4.1M
City State Bank 0.93% Add +4.4% 50,349 $4.1M
Covington Investment Advisors Inc. 0.52% Reduce -2.8% 50,317 $4.1M
Charles Schwab Trust Co 0.23% Add +2.2% 50,236 $4.0M
Valtinson Bruner Financial Planning LLC 1.01% Add +4.8% 50,001 $4.0M
Members Wealth LLC 2.20% Reduce -72.1% 49,850 $4.0M
Retirement Income Solutions, Inc. 0.69% Reduce -75.0% 13,985 $4.0M
Carrera Capital Advisors 0.59% Add +0.9% 49,676 $4.0M
Fifth Third Wealth Advisors LLC 0.11% Add +1.6% 49,652 $4.0M
Strategic Family Wealth Counselors, L.L.C. 0.92% Add +6.4% 49,344 $4.0M
Legacy Advisors, LLC 0.37% Reduce -3.4% 49,135 $4.0M
Flputnam Investment Management Co. 0.05% Reduce -0.5% 49,066 $4.0M
Macco Financial Group, Inc. 2.57% Reduce -10.8% 49,042 $4.0M
Baker Tilly Wealth Management, LLC 0.84% Add +5.0% 48,883 $3.9M
Sawgrass Asset Management LLC 0.52% No change 48,760 $3.9M
UMB Bank, n.a. 0.05% Reduce -1.3% 48,724 $3.9M
Allegheny Financial Group 0.41% Add +11.2% 48,306 $3.9M
Boyd Wealth Management, LLC 1.46% Reduce -0.6% 47,983 $3.9M
Sepio Capital, LP 0.19% Add +2.4% 47,916 $3.9M
GEM Asset Management, LLC 1.52% Add +0.2% 47,756 $3.8M
Kintra Wealth, LLC 0.20% Add +93.5% 45,613 $3.8M
Affiance Financial, LLC 0.55% Add +4.8% 47,561 $3.8M
Bar Harbor Wealth Management 0.21% Reduce -0.6% 47,474 $3.8M
WealthTrust Asset Management, LLC 2.06% Add +0.4% 47,272 $3.8M
Laurel Oak Wealth Management, LLC 0.55% Add +2.3% 47,147 $3.8M
Intergy Private Wealth, LLC 0.88% Add +13.2% 47,095 $3.8M
Stock Yards Bank & Trust Co. 0.11% Reduce -5.6% 47,076 $3.8M
GC Wealth Management RIA, LLC 0.22% Add +5.3% 46,919 $3.8M
Sovran Advisors, LLC 0.28% Reduce -74.9% 46,190 $3.8M
Grandview Asset Management LLC 0.93% Reduce -6.7% 46,947 $3.7M
Midwestern Financial, LLC 2.62% Add +14.5% 46,442 $3.7M
Bank of Marin 2.61% No change 46,380 $3.7M
Glen Eagle Advisors, LLC 0.47% Add +5.9% 46,261 $3.7M
Thoroughbred Financial Services, LLC 0.18% Add +2.4% 46,221 $3.7M
City National Bank of Florida 1.55% New 45,994 $3.7M
Columbia Asset Management 0.64% Reduce -0.6% 45,947 $3.7M
BCGM Wealth Management, LLC 0.78% Reduce -9.4% 45,911 $3.7M
Wingate Wealth Advisors, Inc. 1.62% Add +24.7% 45,552 $3.7M
Financial Planning Hawaii, Inc. 1.97% Reduce -5.6% 45,542 $3.7M
Philadelphia Trust Co. 0.23% No change 45,420 $3.7M
Trust Co. of Vermont 0.14% — 45,368 $3.7M
Mayflower Financial Advisors, LLC 0.32% Reduce -1.0% 45,244 $3.6M
Mayport, LLC 0.56% No change 45,107 $3.6M
Summit Financial Strategies, Inc. 0.25% Add +4.3% 44,997 $3.6M
Verus Capital Partners, LLC 0.20% Add +2.8% 44,844 $3.6M
Independent Financial Group, LLC 0.07% Reduce -8.7% 44,738 $3.6M
Magnus Financial Group LLC 0.26% Reduce -0.3% 44,728 $3.6M
PKS Advisory Services, LLC 0.57% Add +4.3% 44,363 $3.6M
StoneX Group Inc. 0.14% Reduce -0.3% 43,875 $3.5M
Factor Wealth Management LTD 0.53% Reduce -33.5% 43,890 $3.5M
CWS Financial Advisors, LLC 0.78% Add +0.3% 43,870 $3.5M
Downshift Financial, LLC 1.60% Reduce -75.0% 43,857 $3.5M
Encompass Wealth Advisors, LLC 1.08% No change 43,848 $3.5M
Red Cedar Investment Management, LLC 0.33% No change 43,800 $3.5M
Objective Capital Management, LLC 3.12% Reduce -1.8% 43,598 $3.5M
Flywheel Private Wealth LLC 1.73% Reduce -0.8% 43,558 $3.5M
SHP Wealth Management 0.24% Reduce -87.0% 43,401 $3.5M
Tsfg, LLC 0.44% Reduce -2.7% 43,391 $3.5M
PCA Investment Advisory Services Inc. 0.97% Reduce -4.2% 43,214 $3.5M
Meridian Wealth Management, LLC 0.11% Reduce -11.6% 42,954 $3.5M
Scott & Selber, Inc. 0.73% No change 42,648 $3.4M
Capital Advisors Wealth Management, LLC 0.40% Reduce -2.1% 42,617 $3.4M
Adapt Wealth Advisors, LLC 1.12% Reduce -6.5% 42,380 $3.4M
49 Wealth Management, LLC 0.65% New 42,308 $3.4M
Alongside, LLC 0.65% — 42,308 $3.4M
Fusion Family Wealth, LLC 0.22% Reduce -2.1% 41,871 $3.4M
Welch & Forbes LLC 0.04% Reduce -1.2% 41,496 $3.3M
MorganRosel Wealth Management, LLC 1.12% Add +8.3% 41,277 $3.3M
CWA Asset Management Group, LLC 0.10% Reduce -0.2% 41,277 $3.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.37% Add +0.6% 41,145 $3.3M
RMG Wealth Management LLC 0.34% Reduce -75.1% 39,626 $3.3M
Wedbush Securities Inc. 0.09% Reduce -4.1% 40,914 $3.3M
Aureus Asset Management, LLC 0.20% Reduce -8.0% 40,879 $3.3M
Private Trust Co. NA 0.26% Add +17.6% 40,846 $3.3M
PFG Investments, LLC 0.13% Add +0.5% 40,752 $3.3M
Optas, LLC 0.46% Reduce -12.7% 40,703 $3.3M
Financial Planning Fort Collins, LLC 2.59% Reduce -74.9% 40,580 $3.3M
Financial Freedom, LLC 1.50% Reduce -1.8% 40,667 $3.3M
Arete Wealth Advisors, LLC 0.22% New 40,459 $3.3M
Selby Wealth Management, LLC 1.15% Reduce -1.5% 40,389 $3.3M
Snowwater Investment Partners, LLC 2.25% Add +0.2% 40,369 $3.3M
High Net Worth Advisory Group LLC 0.69% Reduce -7.9% 40,304 $3.2M
Tudor Investment Corporation 0.01% Add +562.6% 40,205 $3.2M
Jim Saulnier & Associates, LLC 1.30% Add +308.6% 40,045 $3.2M
Certified Advisory Corp 0.26% Add +0.8% 40,033 $3.2M
Tritonpoint Wealth, LLC 0.32% Reduce -5.3% 39,988 $3.2M
TritonPoint Partners, LLC 0.27% New 39,956 $3.2M
Steelhead Wealth Management LLC 1.30% Reduce -62.5% 39,960 $3.2M
Boston Family Office LLC 0.20% Add +0.1% 39,899 $3.2M
Eclectic Associates Inc. 0.37% Reduce -0.3% 39,844 $3.2M
SWP Financial LLC 1.47% Reduce -2.2% 39,538 $3.2M
Revolve Wealth Partners, LLC 0.33% Reduce -0.2% 39,478 $3.2M
Monograph Wealth Advisors, LLC 0.26% Add +15.7% 39,416 $3.2M
Mairs & Power Inc. 0.03% Reduce -10.6% 39,348 $3.2M
John W. Brooker & Co., CPAs 3.83% Add +42.8% 39,320 $3.2M
Balentine LLC 0.11% Reduce -4.0% 39,248 $3.2M
Garden State Investment Advisory Services LLC 0.62% No change 39,143 $3.2M
Knightsbridge Asset Management, LLC 0.42% Add +2.3% 39,130 $3.2M
Sincerus Advisory, LLC 2.14% Reduce -3.2% 39,076 $3.1M
NWF Advisory Services Inc. 0.30% Reduce -11.1% 39,004 $3.1M
Aprio Wealth Management, LLC 0.15% Reduce -18.3% 38,605 $3.1M
Missouri Trust & Investment Co 0.84% Reduce -0.4% 38,340 $3.1M
Farmers & Merchants Investments Inc. 0.08% Reduce -0.2% 38,464 $3.1M
Wilmington Savings Fund Society, FSB 0.07% Reduce -0.9% 38,390 $3.1M
Beacon Bridge Wealth Partners, LLC 0.88% Reduce -3.5% 38,351 $3.1M
Frank, Rimerman Advisors LLC 0.17% Reduce -1.6% 38,284 $3.1M
Fiduciary Trust Co 0.03% Reduce -0.2% 38,181 $3.1M
Wealth Alliance, LLC 0.26% Reduce -14.6% 38,161 $3.1M
Retirement Planning Co of New England, Inc. 1.10% Reduce -1.4% 38,051 $3.1M
Columbus Macro, LLC 0.30% Add +0.3% 37,947 $3.1M
Soltis Investment Advisors LLC 0.18% Reduce -7.8% 37,890 $3.1M
Archford Capital Strategies, LLC 0.31% Add +3.6% 37,845 $3.0M
Shepherd Kaplan Krochuk, LLC 2.42% Add +0.3% 37,820 $3.0M
Lodestar Private Asset Management LLC 0.26% Add +4.7% 37,727 $3.0M
Hilltop Holdings Inc. 0.25% Reduce -6.5% 37,712 $3.0M
American Money Management, LLC 0.43% Reduce -4.2% 37,624 $3.0M
Ritholtz Wealth Management 0.05% Reduce -43.6% 37,570 $3.0M
Matrix Asset Advisors Inc. 0.25% Add +21.9% 37,472 $3.0M
Essex Bank 0.65% Add +11.1% 37,422 $3.0M
Transcendent Capital Group LLC 1.17% No change 37,332 $3.0M
Graves Light Lenhart Wealth, Inc. 0.28% No change 37,319 $3.0M
Glass Jacobson Investment Advisors llc 0.94% Reduce -0.1% 37,296 $3.0M
Atlanta Consulting Group Advisors, LLC 0.48% Add +11.8% 37,195 $3.0M
Yukon Wealth Management, Inc. 0.86% Add +155.2% 37,129 $3.0M
Chatham Capital Group, Inc. 0.38% No change 37,056 $3.0M
My Personal CFO, LLC 1.17% Reduce -11.7% 37,052 $3.0M
Lake Street Private Wealth, LLC 0.34% No change 36,888 $3.0M
21 West Wealth Management LLC 2.54% Add +0.2% 36,879 $3.0M
Abbot Financial Management, Inc. 1.09% No change 36,768 $3.0M
Pension & Wealth Management Advisors, Inc. 0.80% No change 36,719 $3.0M
Strengthening Families & Communities, LLC 0.66% Add +0.2% 36,710 $3.0M
West Financial Advisors, LLC 0.45% Reduce -3.1% 36,700 $3.0M
Goelzer Investment Management, Inc. 0.13% No change 36,584 $2.9M
Mission Wealth Management, LP 0.04% Add +82.6% 36,453 $2.9M
CM Wealth Advisors LLC 0.53% No change 36,400 $2.9M
WCG Wealth Advisors LLC 0.07% New 36,338 $2.9M
National Bank of Canada 0.00% Reduce -4.0% 36,297 $2.9M
Beaumont Financial Advisors, LLC 0.19% Add +1.5% 36,162 $2.9M
Sound View Wealth Advisors Group, LLC 0.18% Add +0.6% 36,127 $2.9M
Main Street Financial Solutions, LLC 0.19% Reduce -2.4% 35,973 $2.9M
Range Advisory, LLC 0.34% Add +51.5% 35,959 $2.9M
Lynx Investment Advisory 0.95% Add +706.9% 35,955 $2.9M
Stablepoint Partners, LLC 0.40% Add +2.7% 35,917 $2.9M
Segall Bryant & Hamill, LLC 0.03% New 35,912 $2.9M
Investment Partners, LTD. 0.90% Reduce -3.4% 35,846 $2.9M
PFG Advisors 0.15% Reduce -3.4% 35,762 $2.9M
Three Bearings Fiduciary Advisors, Inc. 2.58% Reduce -2.5% 35,755 $2.9M
Western Wealth Management, LLC 0.09% Add +1.2% 35,716 $2.9M
Centerline Wealth Advisors, LLC 0.90% Reduce -2.3% 35,623 $2.9M
Joel Adams & Associates, Inc. 1.84% Reduce -0.5% 35,611 $2.9M
Pennsylvania Capital Management Inc. 0.73% No change 35,463 $2.9M
Conning Inc. 0.09% No change 35,428 $2.9M
Dogwood Wealth Management LLC 1.13% No change 35,384 $2.9M
Allspring Global Investments Holdings, LLC 0.00% Add +12.0% 35,458 $2.9M
New Perspectives, Inc 0.87% Reduce -0.7% 35,127 $2.8M
Intellectus Partners, LLC 0.49% No change 35,023 $2.8M
SOA Wealth Advisors, LLC. 0.47% Reduce -16.0% 34,838 $2.8M
Affinity Capital Advisors, LLC 0.35% Reduce -0.4% 34,603 $2.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +0.4% 34,732 $2.8M
Midwest Financial Partners Investments, Inc. 1.16% Add +41.3% 34,646 $2.8M
Peoples Financial Services Corp. 1.20% Add +0.8% 34,541 $2.8M
Bull Oak Capital, LLC 0.93% Reduce -8.1% 34,496 $2.8M
Index Fund Advisors, Inc. 0.11% Add +3.3% 34,471 $2.8M
Compass Planning Associates Inc 1.50% Add +40.9% 34,326 $2.8M
R2 Capital Strategies, LLC 1.25% — 34,226 $2.8M
REDW Wealth LLC 0.99% Add +6.7% 34,138 $2.8M
Kelleher Financial Advisors 0.39% Add +83.6% 33,970 $2.7M
Blue Trust, Inc. 0.03% Reduce -3.1% 33,842 $2.7M
Transcend Capital Advisors, LLC 0.18% Add +0.8% 33,821 $2.7M
Fisher Asset Management 0.00% Add +49.4% 33,762 $2.7M
Linscomb Wealth, Inc. 0.12% Reduce -1.4% 33,616 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -7.7% 33,557 $2.7M
Cordgrass Capital Advisors, LLC 1.01% Reduce -85.9% 33,491 $2.7M
Defined Wealth Management, LLC 1.39% Add +1.2% 33,454 $2.7M
Segment Wealth Management, LLC 0.14% No change 33,350 $2.7M
New Covenant Trust Company, N.A. 2.03% Add +16.6% 33,344 $2.7M
Clarity Capital Advisors, LLC 1.13% Add +0.2% 33,343 $2.7M
Fingerlakes Wealth Management, Inc. 1.44% Reduce -0.3% 33,298 $2.7M
Fiduciary Family Office, LLC 0.67% Add +83.8% 33,288 $2.7M
Portland Financial Advisors Inc 4.89% Add +4.1% 33,253 $2.7M
Daniel Investment Group, Inc. 1.59% — 33,253 $2.7M
Topel & Distasi Wealth Management, LLC 1.29% Reduce -3.7% 33,222 $2.7M
Goldstein Advisors, LLC 0.24% Add +95.6% 33,199 $2.7M
Sand Hill Global Advisors, LLC 0.08% Reduce -7.8% 33,026 $2.7M
Patten Group, Inc. 0.41% Reduce -7.7% 32,922 $2.7M
Cornerstone Financial Group, LLC 1.62% Reduce -75.0% 32,644 $2.6M
LCW Services, LLC 1.15% Add +1.8% 32,636 $2.6M
Wealth Dimensions Group, Ltd. 0.47% Add +0.4% 32,592 $2.6M
Inspirion Wealth Advisors, LLC 0.30% Add +0.4% 32,617 $2.6M
Highland Capital Management, LLC 0.12% Reduce -0.1% 32,540 $2.6M
Twin Focus Capital Partners, LLC 0.27% Add +0.1% 32,533 $2.6M
N.E.W. Advisory Services LLC 0.18% Add +1.3% 32,488 $2.6M
GWN Securities Inc. 0.44% Add +4.7% 32,439 $2.6M
VeraBank, N.A. 0.43% Reduce -3.6% 32,408 $2.6M
Laird Norton Wetherby Trust Company, LLC 0.05% Reduce -4.0% 32,406 $2.6M
Romano Brothers and Company 0.26% Add +0.3% 32,242 $2.6M
Haverford Trust Co 0.02% Reduce -17.9% 32,156 $2.6M
Fell Capital Management 2.18% Reduce -0.1% 32,136 $2.6M
Bragg Financial Advisors, Inc 0.07% Reduce -1.0% 32,069 $2.6M
Aspiriant, LLC 0.06% Add +35.7% 32,006 $2.6M
JFS Wealth Advisors, LLC 0.13% Add +6.5% 31,984 $2.6M
Argonautica Private Wealth Management, Inc. 0.63% Add +1.5% 31,894 $2.6M
Carolina Wealth Management Inc 1.18% — 31,838 $2.6M
Foundations Investment Advisors, LLC 0.03% Add +12.0% 31,762 $2.6M
Dynamic Wealth Strategies, LLC 1.35% Add +2.2% 31,410 $2.5M
New Wave Wealth Advisors LLC 0.69% Add +26.9% 31,385 $2.5M
Moneco Advisors, LLC 0.15% Add +19.1% 31,335 $2.5M
Sherry Group, Inc. 2.46% Reduce -0.7% 31,422 $2.5M
BankPlus Wealth Management LLC 1.14% Add +18.1% 31,318 $2.5M
DeDora Capital, Inc. 0.55% Reduce -3.0% 31,325 $2.5M
Ironwood Financial, llc 0.39% Add +0.8% 31,165 $2.5M
Financial Insights, Inc. 0.68% Reduce -8.8% 31,180 $2.5M
Stonebridge Financial Planning Group, LLC 0.80% Add +2.1% 31,134 $2.5M
Members Trust Co 0.08% Add +2.1% 31,094 $2.5M
Royal Fund Management, LLC 0.21% Reduce -0.9% 31,060 $2.5M
Heritage Wealth Advisors 0.09% Reduce -5.8% 30,872 $2.5M
FLC Capital Advisors 0.41% Reduce -4.0% 30,841 $2.5M
Pachira Investments Inc. 0.94% Add +28.1% 30,762 $2.5M
Plimoth Trust Co. LLC 0.49% Add +1.7% 30,755 $2.5M
Wisconsin Wealth Advisors, LLC 2.12% Add +1.9% 30,705 $2.5M
Courier Capital LLC 0.12% Add +3.5% 30,635 $2.5M
Howland Capital Management LLC 0.09% No change 30,628 $2.5M
Stevens Capital Partners 0.47% Add +1.7% 30,633 $2.5M
NorthRock Partners, LLC 0.04% Reduce -74.0% 30,550 $2.5M
Duncker Streett & Co. Inc. 0.41% Reduce -0.3% 30,127 $2.4M
HighPoint Advisor Group LLC 0.09% Add +5.5% 30,105 $2.4M
Russell Investments Group, Ltd. 0.00% Add +25.3% 30,026 $2.4M
Investor's Fiduciary Advisor Network, LLC 0.81% Reduce -25.4% 29,572 $2.4M
Ofc Financial Planning, LLC 2.11% Add +6.7% 29,432 $2.4M
PFW Advisors LLC 0.69% Reduce -7.8% 29,363 $2.4M
Anchor Investment Management, LLC 0.18% Add +3.2% 29,351 $2.4M
Bravias Capital Group, LLC 1.39% Reduce -0.4% 29,145 $2.3M
Nuveen, LLC 0.00% New 29,100 $2.3M
Leelyn Smith, LLC 0.28% No change 28,972 $2.3M
Gibson Capital, LLC 0.38% Reduce -0.7% 28,644 $2.3M
Great Lakes Advisors, LLC 0.02% Reduce -0.7% 28,639 $2.3M
Bridgewater Advisors Inc. 0.13% Reduce -75.0% 28,143 $2.3M
Garrison Point Advisors, LLC 0.93% Add +5.8% 28,533 $2.3M
IFG Advisors, LLC 0.32% Add +0.3% 28,497 $2.3M
Lanark Financial, Inc. 0.16% Add +8.1% 28,416 $2.3M
Hilltop National Bank 0.49% Add +2.2% 28,402 $2.3M
Vision Retirement, LLC 0.55% Reduce -10.3% 28,370 $2.3M
Sax Wealth Advisors, LLC 0.09% Reduce -68.6% 7,927 $2.3M
Afg Fiduciary Services Limited Partnership 1.79% Reduce -3.3% 28,242 $2.3M
ERn Financial, LLC 0.38% Reduce -5.6% 28,187 $2.3M
Choate Investment Advisors 0.04% Reduce -8.4% 28,169 $2.3M
Ami Investment Management Inc. 0.48% Add +3.0% 27,916 $2.2M
Fortis Capital Management LLC 0.25% Add +0.2% 27,713 $2.2M
Dorsey & Whitney Trust CO LLC 0.11% Reduce -0.3% 27,678 $2.2M
Stone Summit Wealth LLC 0.56% Reduce -0.9% 27,559 $2.2M
Bryant Woods Investment Advisors, LLC 0.61% New 27,283 $2.2M
Plancorp, LLC 0.05% Reduce -4.5% 27,024 $2.2M
RMR Capital Management, LLC 1.50% Add +1.9% 27,068 $2.2M
Montis Financial, LLC 0.45% No change 27,032 $2.2M
MY Wealth Management Inc. 1.53% Reduce -56.1% 26,921 $2.2M
Orcam Financial Group 1.06% Add +254.2% 26,906 $2.2M
Reliant Investment Partners, LLC 1.47% Reduce -3.1% 26,894 $2.2M
Victory Financial Group, LLC 0.23% Reduce -8.6% 26,834 $2.2M
Rockland Trust Co. 0.08% Reduce -1.0% 26,768 $2.2M
Wetzel Investment Advisors, Inc. 0.75% Reduce -3.6% 26,756 $2.2M
Atlas Capital Advisors Inc. 0.23% Reduce -0.9% 26,639 $2.1M
Sentinel Pension Advisors, LLC 0.28% Reduce -0.1% 26,739 $2.1M
Next Level Private LLC 0.42% Reduce -0.3% 26,586 $2.1M
Heritage Family Offices, LLP 0.83% Add +50.6% 26,580 $2.1M
Pacific Excel Wealth Advisors, Inc. 0.83% New 26,580 $2.1M
Cassaday & Co Wealth Management LLC 0.04% Reduce -0.3% 26,485 $2.1M
Moneywise, Inc. 0.79% Reduce -4.8% 26,411 $2.1M
Cornerstone Financial Management LLC 1.71% No change 26,410 $2.1M
Petix & Botte Co 0.43% Add +96.6% 26,345 $2.1M
Vilga Financial Planning LLC 1.61% Reduce -1.0% 26,325 $2.1M
South Plains Financial, Inc. 1.13% Reduce -16.0% 26,116 $2.1M
Laraway Financial Advisors Inc 1.27% Reduce -1.3% 26,021 $2.1M
Lincoln Capital Corp. 0.68% No change 25,963 $2.1M
Rehmann Capital Advisory Group 0.10% Add +8.6% 25,952 $2.1M
Yarger Wealth Strategies, LLC 0.75% Reduce -0.5% 25,701 $2.1M
Rockwood Wealth Management, LLC 0.13% Add +3.7% 25,786 $2.1M
Clearview Wealth Management LLC 1.33% No change 25,664 $2.1M
Opulen Financial Group LLC 1.29% No change 25,513 $2.1M
IFG Advisory, LLC 0.07% Add +158681.3% 25,405 $2.0M
Nvest Financial, LLC 0.65% Add +22.3% 25,388 $2.0M
VestGen Investment Management 1.08% Add +45.8% 25,230 $2.0M
John A. Wolfe & Associates, Inc. 2.79% Reduce -1.2% 25,182 $2.0M
Mitchell Sinkler & Starr 0.84% Add +6.9% 25,096 $2.0M
Security Financial Services, INC. 0.28% Reduce -0.7% 25,087 $2.0M
Peak Asset Management, LLC 0.30% Reduce -0.8% 25,078 $2.0M
Curio Wealth, LLC 0.62% Reduce -5.0% 24,953 $2.0M
LOM Asset Management Ltd 0.52% Add +5.1% 24,873 $2.0M
Kiley Juergens Wealth Management, LLC 0.31% Reduce -3.0% 24,771 $2.0M
BOS Asset Management, LLC 0.46% Add +0.6% 24,750 $2.0M
Shared Vision Wealth Group LLC 0.69% Add +148.6% 24,744 $2.0M
Jacobi Capital Management LLC 0.10% Add +8.1% 24,705 $2.0M
Arsenal Capital Advisors LLC 1.17% Add +3.5% 24,603 $2.0M
Williams Jones Wealth Management, LLC. 0.02% No change 24,592 $2.0M
Brown Miller Wealth Management, LLC 0.50% Reduce -1.3% 24,551 $2.0M
Orion Porfolio Solutions, LLC 0.02% Reduce -4.3% 24,417 $2.0M
Peak Retirement Planning, Inc. 0.31% Reduce -72.9% 24,386 $2.0M
Cantor Fitzgerald Investment Advisors L.P. 0.13% Add +3.0% 24,316 $2.0M
Riverbend Wealth Management, LLC 0.99% Add +4.8% 24,272 $2.0M
Keating Financial Advisory Services, Inc. 0.26% Reduce -7.3% 24,260 $2.0M
Interactive Financial Advisors, Inc. 1.19% Add +1.7% 23,965 $2.0M
Coastline Trust Co 0.17% Add +30.1% 24,199 $1.9M
Adirondack Trust Co. 0.58% No change 24,150 $1.9M
Taylor & Morgan Wealth Management, LLC 0.96% Add +22.1% 24,114 $1.9M
PGIM Custom Harvest LLC 0.02% Reduce -4.5% 24,108 $1.9M
Oxford Financial Group, LTD. LLC 0.10% Reduce -8.6% 23,922 $1.9M
Ascent Advisors, LLC 2.22% Add +10.8% 23,918 $1.9M
Balanced Rock Investment Advisors LLC 1.20% Reduce -3.1% 23,854 $1.9M
Viawealth, LLC 0.97% Reduce -0.2% 23,837 $1.9M
Winthrop Advisory Group LLC 0.13% Add +9.0% 23,812 $1.9M
Harbor Group, Inc. 0.22% Reduce -1.4% 23,749 $1.9M
First County Bank 0.91% Reduce -10.3% 23,745 $1.9M
Bangor Savings Bank 0.14% Reduce -0.3% 23,571 $1.9M
Clear Harbor Asset Management, LLC 0.12% No change 23,463 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -10.9% 23,366 $1.9M
Hancock Whitney Corp. 0.03% Reduce -71.4% 23,263 $1.9M
Intrua Financial, LLC 0.18% Reduce -3.7% 23,257 $1.9M
Kraft, Davis & Associates, LLC 0.39% Reduce -63.5% 23,413 $1.9M
Landmark Wealth Management, LLC 0.45% Reduce -1.9% 23,161 $1.9M
SoundView Advisors Inc. 0.61% Reduce -2.1% 23,152 $1.9M
First Trust Advisors LP 0.00% Reduce -0.4% 23,104 $1.9M
Leo H. Evart, Inc. 1.47% Add +1.4% 23,025 $1.9M
CFS Investment Advisory Services, LLC 0.12% No change 23,000 $1.9M
Meadowbrook Advisors Group, LLC 0.98% New 22,772 $1.8M
Sound Income Strategies, LLC 0.08% Add +4.9% 22,745 $1.8M
Cyndeo Wealth Partners, LLC 0.09% Reduce -0.3% 22,653 $1.8M
Sherman Asset Management, Inc. 1.41% Add +15.8% 22,553 $1.8M
Optima Capital LLC 0.72% Add +1.6% 22,550 $1.8M
Mascagni Wealth Management, Inc. 1.13% Reduce -1.0% 22,547 $1.8M
Checchi Capital Advisers, LLC 0.12% Add +1.6% 22,513 $1.8M
BCS Private Wealth Management, Inc. 0.55% No change 22,468 $1.8M
Powers Advisory Group, LLC 0.57% Add +15.2% 22,455 $1.8M
Strata Wealth Advisors, LLC 0.44% Reduce -4.8% 22,450 $1.8M
Montecito Bank & Trust 0.27% Add +23.5% 22,402 $1.8M
Luminist Capital LLC 2.03% Add +9.0% 22,329 $1.8M
Oakworth Capital, Inc. 0.09% Add +0.4% 22,324 $1.8M
FF Advisors,LLC 0.67% Reduce -71.1% 22,308 $1.8M
Stone Loft Wealth Management LLC 1.02% Add +0.3% 22,324 $1.8M
Forefront Wealth Partners, LLC 0.55% Add +1.8% 22,216 $1.8M
Spire Wealth Management 0.05% Reduce -3.5% 22,182 $1.8M
Platform Technology Partners 0.29% Add +2.5% 22,172 $1.8M
AlTi Global, Inc. 0.04% No change 22,168 $1.8M
Heck Capital Advisors, LLC 0.11% Add +27.1% 22,160 $1.8M
Brindle & Bay Financial Advisors, LLC 0.89% Reduce -68.9% 22,158 $1.8M
Richmond Investment Services, LLC 0.56% Reduce -55.1% 22,132 $1.8M
Chandler Asset Management, Inc. 0.25% No change 22,132 $1.8M
Dana Investment Advisors, Inc. 0.05% Add +22.9% 22,115 $1.8M
Planning Strategies Inc. 1.11% — 22,046 $1.8M
Marks Group Wealth Management, Inc 0.15% No change 22,041 $1.8M
Waystone Advisors LLC 1.32% Add +4.2% 21,997 $1.8M
Planning Directions Inc. 0.82% Reduce -13.5% 21,966 $1.8M
Flagstar Securities, Inc. 0.53% Reduce -0.5% 21,865 $1.8M
Fairway Wealth LLC 0.40% Add +15.9% 21,847 $1.8M
Vista Investment Management 0.53% Reduce -0.4% 21,841 $1.8M
Simplicity Wealth,LLC 0.06% Reduce -46.5% 21,778 $1.8M
Biltmore Family Office, LLC 0.23% Add +0.6% 21,572 $1.7M
Blueprint Investment Partners LLC 0.14% New 21,540 $1.7M
waypoint wealth counsel 1.09% Reduce -11.1% 21,539 $1.7M
Sei Investments Co. 0.00% Add +20.0% 21,514 $1.7M
GAMMA Investing LLC 0.06% Add +0.3% 21,448 $1.7M
Prosperity Bancshares Inc 1.13% Add +30.6% 21,392 $1.7M
Yoffe Investment Management, LLC 1.97% No change 21,378 $1.7M
Calder Financial LLC 1.62% Add +2.9% 21,367 $1.7M
Everhart Financial Group, Inc. 0.11% Add +1.9% 21,358 $1.7M
Crewe Advisors LLC 0.12% Add +7.4% 21,322 $1.7M
Crux Wealth Advisors 0.59% Reduce -2.4% 21,262 $1.7M
IMA Advisory Services, Inc. 0.11% Add +5930.4% 21,227 $1.7M
Twin Peaks Wealth Advisors, LLC 0.39% Reduce -1.5% 21,113 $1.7M
Grange Capital, LLC 1.56% Reduce -0.4% 21,068 $1.7M
Investment Advisory Group, LLC 0.37% Add +32.9% 21,053 $1.7M
Dala Group, LLC 1.40% Reduce -21.5% 21,052 $1.7M
Maloon Powers Pitre Higgins & Dennehy, LLC 0.58% — 21,032 $1.7M
Wood Tarver Financial Group, LLC 0.40% Reduce -5.0% 20,925 $1.7M
Aspen Investment Management Inc 0.45% Reduce -2.0% 20,889 $1.7M
SageView Advisory Group, LLC 0.06% Reduce -17.2% 20,876 $1.7M
Pursuit Wealth Strategies, LLC 2.18% Add +1.2% 20,787 $1.7M
Old National Bancorp 0.03% Add +2.9% 20,686 $1.7M
Geneos Wealth Management Inc. 0.03% Add +12.8% 20,677 $1.7M
Fulton Bank, N.A. 0.05% Add +24.9% 20,656 $1.7M
Gainline Financial Partners, LLC 1.55% — 20,620 $1.7M
Interchange Capital Partners, LLC 0.31% Reduce -6.5% 20,600 $1.7M
Harbor Investment Advisory, LLC 0.12% Reduce -6.2% 20,494 $1.7M
Graetz Wealth LLC 1.31% Add +2.7% 20,455 $1.6M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -2.2% 20,406 $1.6M
First National Trust Co 0.06% Reduce -7.8% 20,379 $1.6M
Proffitt & Goodson Inc. 0.23% Add +10.8% 20,374 $1.6M
Appleton Partners Inc. 0.10% Reduce -5.6% 20,246 $1.6M
AAF Wealth Management, LLC 0.60% Reduce -42.8% 20,165 $1.6M
Watershed Private Wealth LLC 0.46% Reduce -5.7% 20,100 $1.6M
Advisory Research Inc. 0.16% Add +1.0% 20,059 $1.6M
Cambridge Associates LLC /Ma/ 0.02% No change 19,968 $1.6M
Vident Advisory, LLC 0.01% Reduce -16.1% 19,942 $1.6M
TrueWealth Advisors, LLC 0.36% No change 19,911 $1.6M
Ramsay, Stattman, Vela & Price, Inc. 0.29% No change 19,892 $1.6M
B&D White Capital Company, LLC 0.16% Reduce -4.6% 19,891 $1.6M
Heritage Wealth Management, Inc. 0.40% New 19,855 $1.6M
Truepoint, Inc. 0.03% Reduce -7.0% 19,795 $1.6M
Windsor Advisory Group, LLC 1.16% Add +3.7% 19,788 $1.6M
Eagle Wealth Strategies LLC 0.61% Add +9.8% 19,716 $1.6M
Beacon Financial Group 0.14% Reduce -0.5% 19,700 $1.6M
Wealth Care LLC 1.28% Reduce -4.1% 19,630 $1.6M
Brio Consultants, LLC 0.18% Reduce -75.1% 19,586 $1.6M
Emerald Investment Advisers, LLC 0.10% No change 19,516 $1.6M
Voisard Asset Management Group, Inc. 0.30% No change 19,468 $1.6M
Smartleaf Asset Management LLC 0.05% Reduce -75.0% 19,368 $1.6M
Vines Capital Management, LLC 1.28% Reduce -3.9% 19,332 $1.6M
Essex LLC 0.24% Reduce -9.3% 19,319 $1.6M
Legacy Trust 0.27% No change 19,224 $1.5M
Novem Group 0.16% Add +0.2% 19,183 $1.5M
Mustard Seed Financial, LLC 0.80% Reduce -1.9% 19,167 $1.5M
Certuity, LLC 0.08% Add +1.7% 19,167 $1.5M
Wexford Capital LP 0.21% New 19,140 $1.5M
B. Riley Wealth Advisors, Inc. 0.08% Reduce -6.3% 19,156 $1.5M
Mogy Joel R Investment Counsel Inc. 0.09% No change 19,120 $1.5M
Fermata Advisors, LLC 0.31% Add +3.1% 19,068 $1.5M
Redwood Family Wealth LLC 1.36% Reduce -3.2% 19,046 $1.5M
CFC Planning Co LLC 0.90% Add +9.5% 18,992 $1.5M
First American Trust, FSB 0.09% Reduce -0.2% 18,932 $1.5M
HM Payson & Co. 0.02% No change 18,804 $1.5M
Chapin Davis, Inc. 0.27% Add +0.3% 18,789 $1.5M
Asset Dedication, LLC 0.10% Reduce -0.6% 18,756 $1.5M
Mosaic Financial Group, LLC 0.97% No change 18,731 $1.5M
Fiera Capital Corp 0.01% Reduce -8.5% 18,716 $1.5M
Strategies Wealth Advisors, LLC 0.13% Add +3.1% 18,659 $1.5M
Golden State Wealth Management, LLC 0.14% Add +0.4% 18,658 $1.5M
Level Wealth Management LLC 0.60% No change 18,622 $1.5M
Planning Project LLC 0.30% — 18,239 $1.5M
Gilbert & Cook, Inc. 0.17% Reduce -2.8% 18,532 $1.5M
Moss Adams Wealth Advisors LLC 0.09% No change 18,400 $1.5M
Evergreen Capital Management LLC 0.03% No change 18,388 $1.5M
LJI Wealth Management, LLC 0.21% Reduce -1.6% 18,317 $1.5M
Quantum Financial Partners LLC 0.75% — 18,292 $1.5M
EagleClaw Capital Managment, LLC 0.20% No change 18,260 $1.5M
Rothschild Wealth LLC 0.12% New 18,206 $1.5M
Pacific Park Financial, Inc. 0.85% Add +34.9% 18,150 $1.5M
Portland Global Advisors LLC 0.14% Reduce -10.6% 18,126 $1.5M
Capstone Wealth Management Group, LLC 0.52% Reduce -0.8% 18,103 $1.5M
Pallas Capital Advisors LLC 0.04% Reduce -8.2% 18,101 $1.5M
Granville Capital, Inc. 0.65% Add +0.1% 18,093 $1.5M
Capital Squared Financial LLC 0.94% Reduce -5.1% 17,921 $1.4M
Hantz Financial Services, Inc. 0.02% Add +329.4% 17,897 $1.4M
Financial Management, Inc. 1.18% Add +0.3% 17,879 $1.4M
DMKC Advisory Services, LLC 0.27% Reduce -0.2% 17,870 $1.4M
GW&K Investment Management, LLC 0.01% Add +3.0% 17,860 $1.4M
Trajan Wealth LLC 0.05% Add +3.7% 17,827 $1.4M
Bath Savings Trust Co 0.15% Add +6.6% 17,761 $1.4M
Annis Gardner Whiting Capital Advisors, LLC 0.21% Add +33.3% 17,753 $1.4M
OMNI 360 Wealth, Inc. 0.66% Add +21.5% 17,748 $1.4M
Farmers National Bank 0.30% Add +2.3% 17,700 $1.4M
Atlas Legacy Advisors, LLC 0.21% Reduce -2.3% 17,661 $1.4M
Hourglass Capital, LLC 0.28% No change 17,640 $1.4M
Madrid Wealth Management, LLC 0.92% Reduce -0.3% 17,492 $1.4M
3Chopt Investment Partners, LLC 0.26% No change 17,472 $1.4M
Etesian Wealth Advisors, Inc. 0.42% Reduce -3.1% 17,440 $1.4M
Blueprint Financial Advisors LLC 0.16% New 17,426 $1.4M
ARK & TLK Investments, LLC 0.35% No change 17,409 $1.4M
OLIO Financial Planning 0.35% Reduce -5.0% 17,384 $1.4M
Summit Investment Advisory Services, LLC 0.35% Add +0.6% 17,339 $1.4M
Synergy Financial Group, LTD 1.00% Reduce -19.3% 17,300 $1.4M
Plante Moran Financial Advisors, LLC 0.06% Add +6.2% 17,299 $1.4M
Simon Quick Advisors, LLC 0.06% Add +11.8% 17,286 $1.4M
Southland Equity Partners LLC 0.24% Reduce -0.7% 17,264 $1.4M
Revisor Wealth Management LLC 0.33% Add +12.3% 17,253 $1.4M
Hurlow Wealth Management Group, Inc. 0.29% No change 17,244 $1.4M
High Note Wealth, LLC 0.24% No change 17,218 $1.4M
Westmount Partners, LLC 0.31% Add +137.6% 17,215 $1.4M
Impact Capital Partners LLC 0.38% No change 17,188 $1.4M
New England Private Wealth Advisors LLC 0.13% Reduce -1.5% 17,185 $1.4M
Calamos Advisors LLC 0.01% Reduce -79.0% 17,156 $1.4M
Tactive Advisors, LLC 0.34% Reduce -2.6% 17,099 $1.4M
Kellett Wealth Advisors, LLC 0.64% Add +2.5% 17,007 $1.4M
Wilkins Miller Wealth Management, LLC 0.75% Add +12.3% 16,958 $1.4M
Sidoxia Capital Management, LLC 0.99% Add +0.3% 16,818 $1.4M
Trueblood Wealth Management, LLC 0.47% Add +5.9% 16,800 $1.4M
B & T Capital Management DBA Alpha Capital Management 0.18% Reduce -1.0% 16,770 $1.4M
Sachem Hill LLC 0.24% No change 16,766 $1.4M
Birch Hill Investment Advisors LLC 0.05% No change 16,748 $1.3M
SteelPeak Wealth, LLC 0.04% Add +0.6% 16,733 $1.3M
FDx Advisors, Inc. 0.40% Reduce -3.0% 16,573 $1.3M
Delta Financial Advisors LLC 0.32% No change 16,482 $1.3M
Ironwood Investment Counsel, LLC 0.17% Reduce -0.8% 16,478 $1.3M
Financial Planning Navigators CORP 0.50% Reduce -0.8% 16,475 $1.3M
MidAtlantic Capital Management, Inc. 0.82% Reduce -37.2% 16,470 $1.3M
Bravera Wealth 0.51% Add +3.5% 16,460 $1.3M
Immaculate Wealth Management LLC 8.95% New 16,405 $1.3M
Caitlin John, LLC 0.72% Reduce -3.3% 16,308 $1.3M
Cibc World Market Inc. 0.00% Add +1.4% 16,279 $1.3M
Omega Financial Group, LLC 0.40% Reduce -4.6% 16,203 $1.3M
Paragon Private Wealth Management, LLC 0.34% Reduce -10.9% 16,185 $1.3M
KPP Advisory Services LLC 0.17% Reduce -4.0% 16,184 $1.3M
Trust Co. of Toledo NA 0.11% Add +23.2% 16,178 $1.3M
Aire Advisors, LLC 0.21% No change 16,140 $1.3M
Indivisible Partners 0.07% New 16,116 $1.3M
Root Financial Partners, LLC 0.05% Add +3.6% 16,058 $1.3M
Liberty Square Wealth Partners LLC 0.31% No change 16,052 $1.3M
Tme Financial, Inc. 0.80% Reduce -5.6% 16,047 $1.3M
Donor Advised Charitable Giving, Inc. 0.03% No change 15,948 $1.3M
Gryphon Financial Partners LLC 0.12% No change 15,934 $1.3M
Wealth Architects, LLC 0.10% Reduce -0.6% 15,908 $1.3M
CJM Wealth Advisers, Ltd. 0.34% Reduce -4.2% 15,880 $1.3M
Elm3 Financial Group, LLC 0.87% Reduce -0.9% 15,848 $1.3M
TABR Capital Management, LLC 1.09% Add +3.4% 15,837 $1.3M
Envision Financial Planning, LLC 0.41% Reduce -1.0% 15,775 $1.3M
Hiley Hunt Wealth Management 0.50% Reduce -1.0% 15,742 $1.3M
17 Capital Partners, LLC 0.57% Add +4.9% 15,735 $1.3M
Community Trust & Investment Co. 0.07% No change 15,704 $1.3M
Stillwater Capital Advisors, LLC 0.13% Add +1.0% 15,702 $1.3M
Stephen J. Garry & Associates, LLC 0.92% Reduce -1.1% 15,686 $1.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +3.0% 15,659 $1.3M
Riverview Trust Co 1.50% No change 15,624 $1.3M
NBT Bank, N.A. 0.08% Reduce -12.5% 15,604 $1.3M
Clayton Financial Group LLC 0.69% Reduce -1.6% 15,602 $1.3M
Pinnacle Bancorp, Inc. 0.33% Add +5.2% 15,576 $1.3M
Forum Financial Management, LP 0.02% Add +61.6% 15,576 $1.3M
Camelot Portfolios, LLC 0.89% Reduce -1.6% 15,572 $1.3M
Medallion Wealth Advisors, LLC 0.40% Reduce -40.6% 15,543 $1.3M
Tenzing Financial LLC 0.86% Add +0.8% 15,457 $1.3M
Waldron Private Wealth LLC 0.04% Add +10.3% 15,481 $1.2M
OFS Enterprise LLC 0.32% Reduce -10.4% 15,406 $1.2M
Traction Financial Partners, LLC 0.66% Reduce -1.8% 15,360 $1.2M
Lee, Kelleher & Klein Wealth Management 0.65% Reduce -0.4% 15,340 $1.2M
Blossom Wealth Management 1.74% Reduce -0.7% 15,283 $1.2M
WBH Advisory Inc. 0.08% Add +36.0% 15,205 $1.2M
Per Stirling Capital Management, LLC. 0.12% Add +12.5% 15,205 $1.2M
Great Diamond Partners, LLC 0.21% Add +4.0% 15,189 $1.2M
Longview Financial Advisors, Inc. 0.72% Reduce -0.4% 15,177 $1.2M
Lutz Financial Services LLC 0.07% Reduce -3.0% 15,159 $1.2M
Wealth Management Nebraska 0.11% Add +1.9% 15,113 $1.2M
Muirfield Wealth Advisors LLC 0.79% Add +4.0% 15,098 $1.2M
First Citizens Bank & Trust Co. 0.02% Reduce -8.7% 15,068 $1.2M
Triangle Securities Wealth Management 0.24% Reduce -1.3% 15,016 $1.2M
Kuhn & Co Investment Counsel 0.70% No change 15,015 $1.2M
Evanson Financial, LLC 0.06% — 14,998 $1.2M
Wernau Asset Management Inc. 1.14% Add +3.5% 14,981 $1.2M
Blue Bell Private Wealth Management, LLC 0.15% Reduce -5.5% 14,968 $1.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% New 14,963 $1.2M
Strid Group, LLC 0.13% Add +38.1% 14,926 $1.2M
Guyasuta Investment Advisors Inc. 0.06% Add +1.0% 14,919 $1.2M
HSBC Holdings PLC 0.00% Reduce -9.7% 14,828 $1.2M
Bannerstone Capital Management, LLC 1.00% Add +0.4% 14,797 $1.2M
BridgePort Financial Solutions, LLC 0.30% Reduce -1.8% 14,759 $1.2M
Keystone Wealth Services, LLC 0.22% Add +3.7% 14,659 $1.2M
Bluestem Financial Advisors, LLC 0.41% Reduce -5.7% 14,633 $1.2M
Bryn Mawr Trust Advisors, LLC 0.05% Reduce -2.3% 14,617 $1.2M
Fortitude Advisory Group L.L.C. 0.45% Reduce -4.3% 14,527 $1.2M
Melone Private Wealth, LLC 0.45% Add +0.3% 14,524 $1.2M
RiverFront Investment Group, LLC 0.02% Add +27.7% 14,500 $1.2M
Mitchell Capital Management Co. 0.18% Reduce -1.3% 14,484 $1.2M
Vista Investment Partners Ii, LLC 0.46% Add +0.2% 14,443 $1.2M
Florida Financial Advisors, LLC 0.20% Add +11.5% 14,386 $1.2M
Evernest Financial Advisors, LLC 0.24% Reduce -75.0% 14,360 $1.2M
Seek First Inc. 0.73% Reduce -3.6% 14,336 $1.2M
Mascoma Wealth Management LLC 0.21% Add +16.9% 14,334 $1.2M
St. Louis Trust Co 0.13% No change 31,510 $1.2M
FAS Wealth Partners, Inc. 0.06% Add +10.5% 14,307 $1.2M
Hobbs Group Advisors, LLC 0.30% Reduce -1.5% 14,279 $1.2M
Keebeck Wealth Management 0.11% No change 14,276 $1.2M
Allegiance Financial Group Advisory Services LLC 0.20% Reduce -0.1% 14,273 $1.1M
German American Bancorp, Inc. 0.09% Reduce -0.8% 14,263 $1.1M
Hegarty Advisors, LLC 0.79% Add +0.2% 14,204 $1.1M
WealthBridge Capital Management, LLC 0.23% Reduce -0.4% 14,169 $1.1M
Murphy & Mullick Capital Management Corp 0.70% Reduce -0.2% 14,100 $1.1M
Covenant Asset Management, LLC 0.20% No change 14,078 $1.1M
MPWM Advisory Solutions, LLC 0.52% Reduce -8.8% 14,047 $1.1M
Droms Strauss Advisors Inc. /Mo/ 0.26% Reduce -9.7% 13,965 $1.1M
International Assets Investment Management, LLC 0.07% Reduce -1.5% 13,989 $1.1M
Cornerstone Wealth Group, LLC 0.07% Reduce -73.2% 13,952 $1.1M
MilWealth Group LLC 0.24% Reduce -1.1% 13,947 $1.1M
Kennebec Savings Bank 0.90% Reduce -7.6% 13,940 $1.1M
Plan Group Financial, LLC 0.23% Reduce -1.0% 13,904 $1.1M
Comprehensive Financial Planning, Inc. 0.60% Add +8.6% 13,878 $1.1M
Urban Financial Advisory Corp 0.31% Add +38.2% 13,826 $1.1M
Randolph Co Inc 0.09% No change 13,776 $1.1M
Greenhouse Wealth Management, LLC 0.78% Reduce -2.4% 13,692 $1.1M
Old North State Trust, LLC 0.57% Add +16.1% 13,692 $1.1M
Park National Corp. 0.03% Reduce -9.1% 13,672 $1.1M
CDKV Holdings LLC 0.86% Reduce -0.7% 13,650 $1.1M
Bluedoor Private Wealth, LLC 0.46% Add +89.7% 13,633 $1.1M
Warwick Investment Management, Inc. 0.12% Add +5.0% 13,607 $1.1M
Lazard Asset Management LLC 0.00% No change 13,600 $1.1M
Kwmg, LLC 0.08% Reduce -1.8% 13,586 $1.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.38% Add +19.3% 13,535 $1.1M
Freestone Capital Holdings, LLC 0.03% Add +36.8% 13,517 $1.1M
Ardent Capital Management, Inc. 0.45% Reduce -8.4% 13,480 $1.1M
Tranquility Partners, LLC 0.37% Reduce -1.4% 13,376 $1.1M
Cypress Capital Group 0.10% Reduce -28.3% 13,368 $1.1M
SC&H Financial Advisors, Inc. 0.14% Reduce -1.6% 13,334 $1.1M
Forza Wealth Management, LLC 0.33% Add +10.0% 13,315 $1.1M
First Community Trust NA 0.48% Add +7.1% 13,268 $1.1M
Collective Family Office LLC 0.22% Add +0.9% 13,268 $1.1M
Summit Wealth Partners, LLC 0.15% Reduce -1.0% 13,242 $1.1M
LaSalle St. Investment Advisors, LLC 0.13% Add +1.4% 13,233 $1.1M
Kelman-Lazarov, Inc. 0.14% No change 13,227 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +5.6% 13,148 $1.1M
Autumn Glory Partners, LLC 0.30% No change 13,132 $1.1M
Miller Capital Partners, Inc. 0.42% No change 13,112 $1.1M
MidFirst Bank 0.07% Add +3.0% 13,103 $1.1M
WealthTrak Capital Management LLC 0.69% Add +29.5% 13,097 $1.1M
LifePlan Financial, LLC 0.74% Reduce -0.3% 13,080 $1.1M
NTV Asset Management LLC 0.10% Reduce -1.0% 13,073 $1.1M
Garde Capital, Inc. 0.05% Add +0.1% 13,063 $1.1M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.83% No change 13,041 $1.1M
Oak Barrel Wealth Advisory LLC 0.46% — 13,021 $1.0M
EverSource Wealth Advisors, LLC 0.04% Reduce -25.9% 13,020 $1.0M
Geneva Partners, LLC 0.28% Add +46.5% 13,026 $1.0M
Apex Wealth Management, LLC 0.64% Add +1.0% 13,000 $1.0M
Madden Advisory Services, Inc. 0.37% Reduce -5.5% 12,954 $1.0M
Breakwater Capital Group 0.12% Reduce -0.4% 12,879 $1.0M
Kohmann Bosshard Financial Services, LLC 0.09% Reduce -0.1% 12,825 $1.0M
Oxbow Advisors, LLC 0.09% No change 12,820 $1.0M
First Business Financial Services, Inc. 0.08% No change 12,820 $1.0M
Carmel Capital Partners, LLC 0.34% Reduce -0.3% 12,800 $1.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.38% Add +7.7% 12,799 $1.0M
Clark Asset Management, LLC 0.08% Add +24.2% 12,778 $1.0M
National Wealth Management Group, LLC 0.32% Reduce -2.1% 12,731 $1.0M
Darden Wealth Group Inc 0.41% Reduce -2.8% 12,712 $1.0M
Roehl & Yi Investment Advisors, LLC 0.34% Add +12121.9% 606,696 $1.0M
Signaturefd, LLC 0.01% Add +0.2% 12,669 $1.0M
Curbstone Financial Management Corp 0.17% Add +6.3% 12,632 $1.0M
Webster Bank, N. A. 0.09% Add +7.3% 12,624 $1.0M
World Equity Group, Inc. 0.23% Add +2.1% 12,620 $1.0M
Clear Street Group Inc. 0.00% New 12,590 $1.0M
Financial Strategies Group, Inc. 0.16% Reduce -76.4% 12,581 $1.0M
Journey Advisory Group, LLC 0.08% Reduce -9.1% 12,558 $1.0M
Strategic Financial Services, Inc. 0.04% No change 12,544 $1.0M
Ballast Rock Private Wealth LLC 0.47% Add +0.8% 12,537 $1.0M
Shade Tree Advisors LLC 0.59% No change 12,500 $1.0M
Security National Bank of So Dak 0.46% Add +5.7% 12,494 $1.0M
Thrive Capital Management, LLC 0.19% Reduce -38.8% 12,493 $1.0M
Midland Wealth Advisors, LLC 0.05% Reduce -3.3% 12,447 $1.0M
Matrix Private Capital Group LLC 0.44% Add +2.6% 12,428 $1.0M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -2.0% 12,400 $999K
Pecaut & Co. 0.30% Add +1.4% 12,336 $994K
Capital Investment Advisors, LLC 0.01% Add +0.4% 12,333 $994K
McGuire Investment Group, LLC 0.09% Add +1.6% 12,295 $991K
OpenArc Corporate Advisory, LLC 0.01% Add +18.7% 12,265 $988K
Athena Investment Management 0.59% Reduce -7.1% 12,250 $987K
Adamsbrown Wealth Consultants LLC 0.19% Add +0.3% 12,249 $987K
Farnam Financial LLC 0.72% Reduce -2.6% 12,244 $987K
FMB Wealth Management 0.36% Add +0.1% 12,213 $984K
Donaldson Capital Management, LLC 0.03% No change 12,152 $979K
Detalus Advisors, LLC 0.19% No change 12,144 $978K
Oakmont Advisory Group, LLC 0.82% Add +1.5% 12,120 $977K
RPS Advisory Solutions LLC 0.64% Reduce -1.1% 12,085 $974K
Kieckhefer Group LLC 0.40% No change 12,084 $974K
Wiregrass Investment Management LLC 0.65% Reduce -2.1% 11,894 $958K
L. Roy Papp & Associates, LLP 0.10% Add +1.4% 11,820 $952K
Noble Wealth Partners LLC 0.83% — 11,805 $951K
O'ROURKE & COMPANY, Inc 0.33% Add +0.5% 11,794 $950K
626 Financial, LLC 0.37% New 11,792 $950K
Qube Research & Technologies Ltd 0.00% Reduce -82.6% 11,742 $946K
Bedel Financial Consulting, Inc. 0.09% Add +13.0% 11,687 $942K
J2 Capital Management Inc 0.63% Add +4.3% 11,670 $940K
Advisory Advocates, LLC 0.81% Add +77.7% 11,662 $940K
Lifeworks Advisors, LLC 0.10% Add +20.5% 11,651 $939K
Aufman Associates Inc 0.37% No change 11,621 $936K
Red Door Wealth Management, LLC 0.09% Add +0.2% 11,617 $936K
Onyx Bridge Wealth Group LLC 0.08% Add +0.1% 11,553 $931K
TOWER TRUST & INVESTMENT Co 0.56% Reduce -5.1% 11,519 $928K
Silvia McColl Wealth Management, LLC 0.56% Reduce -15.5% 11,490 $926K
Asset Advisory Group, Inc. 0.40% Add +0.7% 11,474 $924K
Howard Financial Services, LTD. 0.09% No change 11,444 $922K
ETF Store, Inc. 0.77% Add +6.6% 11,404 $919K
Advisory Alpha, LLC 0.02% Reduce -6.0% 11,357 $915K
Walled Lake Planning & Wealth Management, LLC 0.23% Add +11.6% 11,347 $914K
Fiduciary Financial Group, LLC 0.10% No change 11,321 $912K
McDonald Partners LLC 0.22% Add +1.4% 11,293 $910K
Tenet Wealth Partners, LLC 0.68% — 11,220 $909K
Peterson Wealth Advisors, LLC 0.11% No change 11,277 $909K
Apollon Financial, LLC 0.11% Add +2.3% 11,264 $908K
Alexander Labrunerie & Co., Inc. 0.32% Reduce -4.9% 11,227 $905K
Townsquare Capital LLC 0.17% Add +28.6% 11,224 $904K
Guardian Asset Advisors, LLC 0.42% New 11,220 $904K
Angeles Wealth Management, LLC 0.04% Add +16.1% 11,216 $904K
Traphagen Investment Advisors LLC 0.06% No change 11,134 $897K
Private Wealth Group, LLC 0.35% No change 11,112 $895K
Eastern Bank 0.01% Add +32.5% 11,086 $893K
Elevatus Welath Management 0.22% Add +40.7% 11,047 $890K
Catalyst Financial Partners LLC 0.09% No change 11,020 $888K
Strategic Blueprint, LLC 0.04% Reduce -8.1% 11,019 $888K
Capital Group Private Client Services, Inc. 0.01% Add +28.6% 11,015 $887K
Greenline Partners, LLC 0.09% No change 11,000 $886K
Outbound Financial Inc 0.57% No change 10,988 $885K
Chemistry Wealth Management LLC 0.14% Reduce -12.7% 10,974 $884K
Hutchens & Kramer Investment Management Group, LLC 0.24% Add +53.7% 10,961 $883K
Focused Alpha, LLC 0.23% Add +0.2% 10,950 $882K
Diversified Portfolios, Inc. 0.06% Add +0.1% 10,937 $881K
Barnes Pettey Financial Advisors, LLC 0.28% Add +85.4% 10,892 $878K
Vantus Wealth LLC 0.47% — 10,860 $875K
Guardian Financial Partners, LLC 0.34% Reduce -12.0% 10,840 $873K
Summit Wealth Group LLC / Co. 0.07% Add +27.7% 10,837 $873K
Sovereign Financial Group, Inc. 0.13% Add +4.0% 10,817 $872K
Signal Tree Financial Partners LLC 0.58% Add +8.5% 10,802 $870K
Graney & King, LLC 0.31% Add +12.4% 10,647 $869K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -28.7% 10,786 $869K
Grandfield & Dodd, LLC 0.05% No change 10,747 $866K
Churchill Financial Advisors, LLC 0.17% Reduce -4.4% 10,734 $865K
Sloy Dahl & Holst, LLC 0.11% Reduce -0.5% 10,721 $864K
Libra Wealth LLC 0.22% No change 10,708 $863K
Horst & Graben Wealth Management LLC 0.11% Reduce -75.0% 10,728 $863K
Blake Schutter Theil Wealth Advisors, LLC 0.58% Add +38.3% 10,661 $859K
Aaron Wealth Advisors LLC 0.04% Add +16.9% 10,647 $858K
SpringVest Wealth Management LLC 0.54% Add +4.8% 10,644 $858K
Antonelli Financial Advisors, LLC 0.59% Reduce -16.4% 10,638 $857K
Legacy Private Trust Co. 0.05% Reduce -5.2% 10,604 $854K
Empirical Asset Management, LLC 0.19% Reduce -73.8% 10,592 $853K
Kirtland Hills Capital Management, LLC 0.24% Reduce -75.0% 10,590 $853K
Ti-Trust, Inc. 0.46% No change 10,584 $853K
Olde Wealth Management, LLC 0.24% Add +6.9% 10,555 $850K
PCG Asset Management, LLC 0.61% Add +4.4% 10,494 $846K
Daviman Financial, LLC 0.47% Reduce -6.3% 10,476 $844K
Disciplined Investments, LLC 0.27% No change 10,459 $843K
Strategic Equity Management 0.28% Reduce -0.6% 10,458 $843K
Independence Bank of Kentucky 0.09% Add +5.5% 10,386 $837K
Gateway Investment Advisers LLC 0.01% New 10,377 $836K
American National Bank & Trust 0.07% Add +163.6% 10,374 $836K
WJ Financial Advisors LLC 0.61% No change 10,352 $834K
Fairview Capital Investment Management, LLC 0.04% Reduce -13.3% 10,351 $834K
Sonata Capital Group Inc. 0.27% Reduce -16.2% 10,328 $832K
Plan A Wealth LLC 0.35% Reduce -16.4% 10,303 $830K
Noble Wealth Management PBC 0.38% Reduce -0.1% 10,269 $827K
Willis Investment Counsel 0.04% No change 10,268 $827K
Bakala Capital LLC 3.62% Add +0.3% 10,264 $827K
Moors & Cabot, Inc. 0.03% Reduce -0.9% 10,247 $826K
Alerus Financial NA 0.04% Reduce -8.3% 10,216 $823K
Copeland Capital Management, LLC 0.02% New 10,202 $822K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -0.2% 10,192 $821K
Penobscot Investment Management Company, Inc. 0.06% Reduce -2.4% 10,172 $820K
Eagle Bay Advisors LLC 0.61% Add +0.1% 10,168 $819K
Astra Wealth Partners LLC 0.45% Add +0.8% 10,083 $812K
Aberdeen Wealth Management LLC 0.39% Reduce -3.6% 10,079 $812K
Beese Fulmer Investment Management, Inc. 0.05% Add +2.1% 10,052 $810K
Keystone Financial Services, LLC 0.48% Reduce -1.4% 9,998 $806K
Moody LYNN Lieberson & Walker, LLC 0.04% Add +1.9% 9,996 $805K
Financial Alternatives, Inc 0.39% No change 9,944 $801K
Van Diest Capital, LLC 0.71% Add +90.8% 9,854 $794K
Diligent Investors, LLC 0.18% No change 9,829 $792K
Financial Security Advisor, Inc. 0.13% Add +0.3% 9,813 $791K
Howard Capital Management Group, LLC 0.05% No change 9,812 $791K
Chokshi & Queen Wealth Advisors, Inc 0.37% No change 9,808 $790K
Hummer Financial Advisory Services Inc 0.52% No change 9,796 $789K
Financial Symmetry Inc 0.26% Reduce -76.3% 9,721 $783K
TFR Capital, LLC. 0.22% Reduce -9.6% 9,666 $779K
Advance Capital Management, Inc. 0.03% Add +3.1% 9,641 $777K
Equitable Trust Co. 0.03% Add +53.8% 9,639 $777K
Fortem Financial Group, LLC 0.16% Add +23.8% 9,620 $775K
Lee Danner & Bass Inc. 0.04% Reduce -0.9% 9,620 $775K
Briggs Wealth Management, Inc 0.71% No change 9,617 $775K
Kera Capital Partners, Inc. 0.07% Add +1.7% 9,600 $773K
Cannell & Spears LLC 0.01% Add +2.2% 9,589 $773K
Bestgate Wealth Advisors, LLC 1.23% Reduce -5.2% 9,580 $772K
Pandi, LLC 0.12% No change 9,532 $768K
Westshore Wealth, LLC 0.24% Add +95.4% 9,527 $768K
Stonebridge Financial Group, LLC 0.06% Add +10.8% 9,523 $767K
Empowered Funds, LLC 0.00% Reduce -28.9% 9,521 $767K
Davidson Trust Co. 0.30% Reduce -5.8% 9,480 $764K
Triad Wealth Partners, LLC 0.05% New 9,339 $764K
Welch Group, LLC 0.03% Reduce -4.3% 9,454 $762K
Founders Financial Alliance, LLC 0.10% Reduce -0.3% 9,438 $760K
Pacific Sun Financial Corp 0.31% Reduce -0.3% 9,419 $759K
Colonial Trust Co / SC 0.10% No change 9,417 $759K
Annex Advisory Services, LLC 0.01% Add +3.9% 9,375 $755K
Paces Ferry Wealth Advisors, LLC 0.28% Add +5.7% 9,357 $754K
Monetary Solutions, Ltd 0.65% Add +24.1% 9,356 $754K
Avantax Planning Partners, Inc. 0.02% Reduce -13.2% 9,352 $753K
Sara-Bay Financial 0.20% Add +4.6% 9,318 $751K
Livet Wealth, LLC 0.43% Reduce -0.9% 9,305 $750K
Sonoma Allocations LLC 0.23% No change 9,236 $748K
Brookwood Investment Group LLC 0.09% Reduce -20.3% 9,284 $748K
Networth Advisors, LLC 0.43% Add +12096.0% 9,269 $747K
First Interstate Bank 0.04% Reduce -2.1% 9,257 $746K
Thomasville National Bank 0.04% — 9,247 $745K
Rinkey Investments 0.17% No change 9,228 $744K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -0.8% 9,204 $742K
FSM Wealth Advisors, LLC 0.08% Add +0.2% 9,174 $739K
Beacon Capital Management, LLC 0.11% No change 9,159 $738K
Palisade Asset Management, LLC 0.07% No change 9,149 $737K
BIP Wealth, LLC 0.02% Add +15.7% 9,144 $737K
Smithbridge Asset Management Inc. 0.10% Reduce -65.0% 9,140 $736K
North Star Investment Management Corp. 0.04% No change 9,114 $734K
Nolet Wealth Management, LLC 0.40% No change 9,000 $725K
Armstrong Henry H Associates Inc. 0.07% No change 8,992 $724K
Park Edge Advisors, LLC 0.15% No change 8,981 $724K
Optivise Advisory Services LLC 0.37% Add +12.0% 8,974 $723K
Private Advisory Group LLC 0.04% Reduce -6.2% 8,968 $723K
Mengis Capital Management, Inc. 0.11% Add +8.5% 8,959 $722K
XTX Topco Ltd 0.01% Add +185.1% 8,919 $719K
Busey Bank 0.02% Add +0.8% 8,912 $718K
Sculati Wealth Management, LLC 0.24% New 8,936 $717K
Sargent Investment Group, LLC 0.09% Add +3.8% 8,859 $714K
Shrier Wealth Management, LLC 0.24% Reduce -3.5% 8,859 $714K
Paulson Wealth Management Inc. 0.15% Add +0.8% 8,851 $713K
Bison Wealth, LLC 0.07% Reduce -67.2% 8,789 $711K
Pennington Partners & Co., LLC 0.23% Reduce -22.6% 8,822 $711K
Physician Wealth Advisors, Inc. 0.08% Add +8.4% 8,800 $709K
True North Advisors, LLC 0.07% Reduce -21.6% 8,798 $709K
Millington Financial Advisors, LLC 0.28% Reduce -75.0% 8,807 $707K
Huntleigh Advisors, Inc. 0.10% Add +6.4% 8,760 $706K
Sequent Asset Management, LLC 0.30% No change 8,748 $705K
Johnson Financial Group, Inc. 0.02% Reduce -5.5% 8,736 $704K
Values Added Financial LLC 0.25% No change 8,724 $703K
Comprehensive Money Management Services LLC 0.44% Reduce -0.4% 8,705 $701K
Buttonwood Financial Advisors Inc. 0.21% Reduce -5.3% 8,684 $700K
Addison Advisors LLC 0.33% Reduce -60.1% 8,668 $698K
Colter Lewis Investment Partners LLC 0.31% New 8,656 $697K
Luminvest Wealth Management LLC 0.16% Reduce -13.6% 8,633 $696K
Unique Wealth, LLC 0.08% Reduce -1.1% 8,624 $695K
Security National Bank of Sioux City Iowa 0.28% Add +68.8% 8,616 $694K
Human Investing LLC 0.09% Reduce -14.0% 8,604 $693K
Purkiss Capital Advisors LLC 0.26% No change 8,600 $693K
Providence First Trust Co 0.19% New 8,594 $692K
DecisionMap Wealth Management, LLC 0.39% Reduce -0.9% 8,592 $692K
Keel Point, LLC 0.04% Add +2.1% 8,572 $691K
Fort Vancouver Investment Management, LLC 0.32% Reduce -6.5% 8,565 $690K
Beacon Bank & Trust 0.13% No change 8,560 $690K
One Day In July LLC 0.05% Add +2.4% 8,558 $690K
71 West Capital Partners 0.02% New 8,556 $689K
Valley Forge Investment Consultants Inc. Adv 0.18% No change 8,541 $688K
Selective Wealth Management, Inc. 0.18% Reduce -76.5% 8,563 $687K
Parkside Financial Bank & Trust 0.05% Add +3.9% 8,515 $686K
StrongBox Wealth, LLC 0.20% Reduce -6.0% 8,512 $686K
Mayfair Advisory Group, LLC 0.21% Add +0.2% 8,491 $684K
Sanchez Gaunt Capital Management, LLC 0.38% Reduce -0.2% 8,482 $683K
Capital Asset Managemnet, LLC 1.54% Reduce -27.4% 8,468 $682K
Bluespring Wealth Management, LLC 0.01% New 8,468 $682K
Prospera Capital Management, LLC 0.21% No change 8,422 $681K
NorthLanding Financial Partners, LLC 0.47% Add +21.5% 8,454 $681K
Thayer Partners, LLC / MA 0.28% Add +0.2% 8,421 $678K
Baron Wealth Management LLC 0.18% No change 8,387 $676K
Grey Ledge Advisors, LLC 0.14% Reduce -1.4% 8,381 $675K
Lodestone Wealth Management LLC 0.24% Add +0.2% 8,375 $675K
Searle & Co. 0.15% Add +37.5% 8,372 $675K
SeaCrest Wealth Management, LLC 0.07% Reduce -83.5% 8,358 $673K
Unified Investment Management 0.63% No change 8,324 $671K
Acorn Wealth Advisors, LLC 0.16% Reduce -13.5% 8,300 $669K
Park Capital Management, LLC / WI 0.39% Reduce -0.6% 8,296 $668K
Trust Point Inc. 0.06% Reduce -1.1% 8,284 $667K
FC Advisory LLC 0.18% Add +0.9% 8,280 $667K
Winthrop Capital Management, LLC 0.16% Reduce -5.7% 8,252 $665K
Wellington-Altus USA Inc. 0.47% Reduce -94.1% 2,315 $665K
First National Advisers, LLC 0.09% Add +30.9% 8,238 $664K
Strategic Wealth Advisors LLC 0.57% Reduce -75.6% 2,280 $661K
RiverGlades Family Offices LLC 0.30% New 8,204 $661K
Sightline Wealth Advisors, LLC 0.24% Add +16.6% 8,199 $661K
Cape Investment Advisory, Inc. 0.18% Add +2.3% 8,183 $659K
Inman Jager Wealth Management, LLC 0.35% Add +6.6% 8,168 $658K
Accel Wealth Management 0.15% Reduce -0.2% 8,164 $658K
Geometric Wealth Advisors 0.07% No change 8,158 $657K
Atala Financial Inc 0.40% No change 8,136 $656K
Deutsche Bank AG 0.00% No change 8,136 $656K
Aspire Growth Partners LLC 0.38% Add +5.1% 8,133 $655K
Carr Financial Group Corp 0.15% Add +11.9% 8,089 $652K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -1.3% 8,062 $650K
SVB Wealth LLC 0.04% Reduce -4.7% 8,037 $648K
Y-Intercept (Hong Kong) Ltd 0.01% Add +35.6% 8,036 $647K
Greenspring Advisors, LLC 0.04% Add +58.5% 8,022 $646K
Stokes Family Office, LLC 0.07% Reduce -3.5% 7,986 $643K
TFB Advisors LLC 0.28% Reduce -33.1% 7,964 $642K
Marotta Asset Management 0.11% Reduce -40.1% 7,972 $641K
EdgeRock Capital LLC 0.14% No change 7,932 $639K
Stone House Investment Management, LLC 0.08% Add +0.3% 7,921 $638K
Aspen Grove Capital, LLC 0.09% Add +0.2% 7,879 $635K
Nottingham Advisors, Inc. 0.08% Reduce -3.2% 7,932 $634K
American Institute for Advanced Investment Management, LLP 0.36% No change 7,840 $632K
Ranch Capital Advisors Inc. 0.20% Add +0.6% 7,814 $630K
ETF Portfolio Partners, Inc. 0.15% Add +3.4% 7,800 $628K
Modus Advisors, LLC 0.16% Reduce -11.8% 7,795 $628K
Meridian Wealth Partners, LLC 0.08% Add +3.4% 7,738 $623K
Talisman Wealth Advisors LLC 0.46% New 2,853 $622K
Fishman Jay A Ltd. 0.05% No change 7,708 $621K
Kennicott Capital Management LLC 0.29% No change 7,700 $620K
Cove Private Wealth, LLC 0.12% No change 7,700 $620K
Winebrenner Capital Management LLC 0.38% Reduce -1.2% 7,689 $620K
Harmony Asset Management LLC 0.17% Add +71.6% 7,689 $620K
CGN Advisors LLC 0.05% Add +1.4% 7,685 $619K
Traynor Capital Management, Inc. 0.03% Add +26.6% 7,649 $616K
Lyell Wealth Management, LP 0.04% No change 7,632 $615K
COFG Advisors, LLC 0.11% New 7,603 $613K
GuidedMoney, LLC 0.28% No change 7,596 $612K
Hoese & Co LLP 0.40% No change 7,560 $609K
Octavia Wealth Advisors, LLC 0.05% Reduce -6.6% 7,546 $608K
Leonard Rickey Investment Advisors P.L.L.C. 0.10% Reduce -7.6% 7,542 $608K
Beaird Harris Wealth Management, LLC 0.04% Reduce -47.1% 7,535 $607K
First Commonwealth Financial Corp 0.08% Reduce -66.3% 7,514 $605K
Portside Wealth Group, LLC 0.07% New 7,492 $604K
Sterling Financial Planning, Inc. 0.16% Reduce -2.1% 7,490 $603K
First Bank & Trust 0.09% Add +1.1% 7,484 $603K
J. Team Financial, Inc. 0.58% New 7,439 $599K
Old Peak Finance LLC 0.29% Reduce -3.9% 7,437 $599K
Timbuktu Capital Management, LLC 0.90% — 7,418 $598K
Ariadne Wealth Management, LP 0.26% No change 7,400 $596K
Bfsg, LLC 0.05% Add +32.8% 7,398 $596K
Sentinel Advisory Group, LLC 0.24% Add +0.2% 7,397 $596K
Investment Planning Advisors, Inc. 0.14% Reduce -3.6% 7,385 $595K
Burkett Financial Services, LLC 0.19% Reduce -2.5% 7,364 $593K
Marion Wealth Management 0.12% No change 7,348 $592K
Howard Wealth Management, LLC 0.22% Reduce -1.6% 7,317 $590K
Washington Trust Advisors, Inc. 0.04% Add +7.5% 7,316 $589K
Pettyjohn, Wood & White, Inc. 0.09% Reduce -1.8% 7,284 $587K
Beacon Investment Advisory Services, Inc. 0.02% No change 7,260 $585K
TRUE Private Wealth Advisors 0.05% Add +2.4% 7,248 $584K
Perryman Financial Advisory Inc. 0.08% Reduce -33.8% 7,246 $584K
JHP Wealth Management, LLC 0.48% New 7,239 $583K
E6 Portfolios, LLC 0.47% Add +6.1% 7,229 $582K
Live Oak Private Wealth LLC 0.07% No change 7,216 $581K
Avestar Capital, LLC 0.03% Add +9.6% 7,176 $578K
Madison Wealth Partners, Inc 0.07% Add +26.8% 7,151 $576K
Centaurus Financial, Inc. 0.02% Reduce -0.3% 7,154 $576K
Financial Partners Group, Inc 0.06% Add +1.5% 7,108 $573K
Becker Capital Management Inc. 0.02% Add +8.0% 7,108 $573K
Westbourne Investments, Inc. 0.23% No change 7,100 $572K
Davis R M Inc. 0.01% Add +2.1% 7,100 $572K
Astoria Portfolio Advisors LLC. 0.10% Reduce -75.7% 7,098 $572K
Fort Sheridan Advisors LLC 0.06% Reduce -1.2% 7,079 $570K
Am Investment Strategies LLC 0.11% No change 7,044 $568K
Covestor Ltd 0.33% Add +7.6% 7,024 $566K
Tradewinds Capital Management, LLC 0.10% Add +0.2% 7,016 $565K
Waterloo Capital, L.P. 0.03% Reduce -5.2% 7,014 $565K
Heirloom Wealth Management 0.08% Reduce -76.3% 7,004 $564K
SIMA Wealth Partners, LLC 0.40% Reduce -0.2% 6,999 $564K
Verum Partners LLC 0.09% Add +0.2% 6,980 $562K
Birchcreek Wealth Management, LLC 0.22% Reduce -12.8% 6,933 $559K
Independent Advisor Alliance 0.01% Reduce -97.3% 6,920 $558K
Private Management Group Inc. 0.01% Add +2.0% 6,901 $556K
Seeds Investor LLC 0.06% Add +87.4% 6,897 $556K
Topsail Wealth Management, LLC 0.07% Add +3.8% 6,896 $556K
Hardin Capital Partners, LLC 0.26% Add +3.6% 6,886 $555K
Relyea Zuckerberg Hanson LLC 0.05% New 6,881 $554K
Sonoma Private Wealth LLC 0.60% Add +45.1% 6,877 $554K
R. W. Roge & Company, Inc. 0.23% Reduce -9.3% 6,880 $554K
TD Waterhouse Canada Inc. 0.00% Reduce -48.5% 6,877 $553K
Everstar Asset Management, LLC 0.27% Reduce -0.4% 6,860 $553K
Clearwave Capital, LLC 0.30% Reduce -28.5% 6,859 $553K
Accretive Wealth Partners, LLC 0.13% No change 6,848 $552K
GHP Investment Advisors, Inc. 0.02% Add +1.1% 6,838 $551K
Asempa Wealth Advisors 0.42% Add +1.3% 6,830 $550K
Hardy Reed LLC 0.04% Add +0.3% 6,819 $549K
Gallagher Capital Advisors, LLC 0.31% New 6,816 $549K
Hickory Point Bank & Trust 0.33% No change 6,800 $548K
Summit Wealth & Retirement Planning, Inc. 0.12% No change 6,796 $548K
Thrive Wealth Management, LLC 0.07% Add +1.8% 6,782 $546K
Convergence Financial, LLC 0.04% Reduce -62.3% 6,726 $542K
Blom & Howell Financial Planning, Inc. 0.45% Reduce -27.0% 6,722 $542K
Abound Wealth Management 0.11% Add +18.7% 6,719 $541K
Elevate Capital Advisors, LLC 0.30% New 6,707 $540K
TFC Financial Management, Inc. 0.06% Reduce -59.9% 6,697 $540K
Naples Global Advisors, LLC 0.03% Add +1.5% 6,692 $539K
Chicago Capital, LLC 0.01% Reduce -6.4% 6,692 $539K
Naviter Wealth, LLC 0.05% New 6,649 $536K
HBK Sorce Advisory LLC 0.01% Reduce -74.4% 6,484 $535K
Client 1ST Advisory Group, LLC 0.14% No change 6,644 $535K
Gerber Kawasaki Wealth & Investment Management 0.01% Reduce -0.3% 6,640 $535K
Zacks Investment Management 0.00% Add +0.2% 6,636 $535K
Good Harbor Advisors, Inc. 0.52% Reduce -1.0% 6,630 $534K
Retirement Financial Solutions, LLC 0.13% Add +4.5% 6,614 $533K
Copia Wealth Management 0.32% Add +8.1% 6,600 $532K
Edgestream Partners, L.P. 0.02% Add +77.1% 6,573 $530K
Ferguson Wellman Capital Management, Inc. 0.01% No change 6,520 $525K
Washington Growth Strategies LLC 0.29% No change 6,516 $525K
Arwa LLC 0.22% Add +15.1% 6,506 $524K
Jefferson Bridge Capital, LLC 0.45% Reduce -2.9% 6,508 $524K
Warther Private Wealth, LLC 0.11% New 6,500 $524K
Gainplan LLC 0.21% Reduce -1.2% 6,496 $523K
RVW Wealth, LLC 0.03% No change 6,487 $523K
Sigma Investment Counselors Inc. 0.03% Add +4.4% 6,475 $522K
Myecfo, LLC 0.20% No change 6,440 $519K
Grantvest Financial Group LLC 0.30% Reduce -3.0% 6,430 $518K
Waters Parkerson & Co., LLC 0.03% Add +8.5% 6,387 $515K
Westside Investment Management, Inc. 0.07% Add +6.5% 6,374 $514K
Cladis Investment Advisory, LLC 0.24% No change 6,360 $512K
Banque Transatlantique SA 0.01% No change 6,360 $512K
River Wealth Advisors LLC 0.05% No change 6,349 $512K
Crews Bank & Trust 0.07% Add +2.9% 6,344 $511K
Confluence Wealth Services, Inc. 0.01% Add +97.8% 6,337 $510K
FourThought Financial Partners, LLC 0.04% Add +5.3% 6,300 $508K
Goepper Burkhardt LLC 0.15% Reduce -11.2% 6,295 $507K
MontVue Capital Management, Inc. 0.29% No change 6,284 $506K
Allred Capital Management, LLC 0.17% No change 6,275 $506K
Money Concepts Capital Corp. 0.02% Add +22.9% 6,269 $505K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +42.2% 6,263 $505K
Miller Financial Services LLC 0.41% Add +8.8% 6,255 $504K
Quadcap Wealth Management, LLC 0.05% Add +2.4% 6,231 $502K
Tilia Fiduciary Partners, Inc. 0.24% Add +0.3% 6,228 $502K
LMG Wealth Partners, LLC 0.08% No change 6,208 $500K
Opus Capital Group, LLC 0.05% No change 6,203 $500K
Fulcrum Wealth Advisors, LLC 0.38% Reduce -1.3% 6,174 $497K
Gouws Capital LLC 0.23% No change 6,164 $497K
Joseph P. Lucia & Associates, LLC 0.15% No change 6,160 $496K
Fairfield, Bush & Co. 0.24% Reduce -2.7% 6,155 $496K
GDS Wealth Management 0.02% Reduce -3.9% 6,152 $496K
Granite Harbor Advisors, Inc. 0.20% Reduce -0.1% 6,145 $495K
Patten & Patten Inc. 0.03% No change 6,128 $494K
North Star Asset Management Inc. 0.02% Reduce -3.4% 6,124 $493K
Capital City Trust Co. 0.10% Reduce -12.6% 6,117 $493K
DHJJ Financial Advisors, Ltd. 0.14% Reduce -17.2% 6,113 $492K
Independent Wealth Advisors LLC 0.45% No change 6,103 $492K
M1 Capital Management LLC 0.18% No change 6,099 $491K
FCG Investment Co 0.17% Reduce -74.7% 6,096 $491K
Kavar Capital Partners Group, LLC 0.06% No change 6,080 $490K
MTM Investment Management, LLC 0.14% Add +1.7% 6,072 $489K
Susquehanna International Group, LLP 0.00% Reduce -83.5% 6,054 $488K
Wealthcare Capital Partners, LLC 0.20% Add +0.9% 6,009 $484K
Serenus Wealth Advisors, LLC 0.08% No change 5,980 $482K
Richards, Merrill & Peterson, Inc. 0.15% Reduce -6.5% 5,976 $481K
BSW Wealth Partners 0.05% Reduce -17.9% 5,967 $481K
Channel Wealth LLC 0.11% Reduce -4.2% 5,961 $480K
Rothschild Investment LLC 0.02% Add +89.8% 5,952 $480K
Asset Allocation & Management Company, LLC 0.16% No change 5,944 $479K
Robinson Smith Wealth Advisors LLC 0.29% New 5,936 $478K
Maridea Wealth Management LLC 0.05% Add +6.1% 5,934 $478K
Kathmere Capital Management, LLC 0.03% New 5,924 $477K
Sanchez Levi Garrett 0.26% Reduce -6.5% 5,919 $477K
Tempo Wealth, LLC 0.07% Add +5.1% 5,915 $477K
Clearstead Trust, LLC 0.06% Reduce -2.1% 5,897 $475K
Northern Lights Advisors, Inc. 0.26% Add +35.4% 5,896 $475K
EPG Wealth Management LLC 0.11% No change 5,893 $475K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -3.1% 5,885 $474K
Cora Capital Advisors LLC 0.13% Reduce -15.7% 5,885 $474K
Integrity Advisory Solutions, LLC 0.05% Add +71.9% 5,858 $472K
Financial Plan, Inc. 0.04% No change 5,856 $472K
Orgel Wealth Management, LLC 0.01% New 5,856 $472K
Bensler, LLC 0.04% Reduce -21.4% 5,829 $470K
Arthur M. Cohen & Associates, LLC 0.07% No change 5,807 $468K
Allodium Investment Consultants, LLC 0.20% Add +0.1% 5,799 $467K
RAM Investment Partners, LLC 0.07% Add +0.3% 5,779 $466K
Wimmer Associates 1, LLC 0.21% Add +0.9% 5,774 $465K
Center For Asset Management LLC 0.21% Add +3.0% 5,770 $465K
Semitam Bonam LLC 0.34% No change 5,752 $463K
Pacific Sage Partners, LLC 0.07% No change 5,751 $463K
Balboa Wealth Partners 0.06% Add +2.1% 5,745 $463K
Camden National Bank 0.06% New 5,743 $463K
Opus Financial Solutions LLC 0.37% Reduce -3.7% 5,740 $462K
Wells Financial Advisors INC 4.29% Reduce -43.0% 5,732 $462K
NBH Bank 0.19% — 5,732 $462K
Old Mission Investment Co LLC 0.10% Add +14.3% 5,721 $461K
Venturi Wealth Management, LLC 0.02% Reduce -1.2% 5,716 $460K
HORAN Wealth, LLC 0.06% New 5,688 $458K
180 Wealth Advisors, LLC 0.05% Reduce -5.9% 5,675 $457K
UNIVEST FINANCIAL Corp 0.02% Add +0.2% 5,656 $456K
Tower View Wealth Management LLC 0.20% Reduce -0.5% 5,655 $456K
Sage Financial Management Group, Inc. 0.13% No change 5,652 $455K
Smith Salley Wealth Management 0.02% No change 5,629 $454K
Rossby Financial, LCC 0.08% Add +23.0% 5,609 $452K
Berger Financial Group, Inc 0.02% Reduce -1.5% 5,600 $451K
M.E. Allison & Co., Inc. 0.26% No change 5,568 $449K
1ST Source Bank 0.02% No change 5,564 $448K
Alta Wealth Advisors LLC 0.12% No change 5,557 $448K
Radnor Capital Management, LLC 0.06% No change 5,552 $447K
6th Street Advisors, LLC 0.26% No change 5,540 $446K
Granite FO LLC 0.24% No change 5,540 $446K
McCollum Christoferson Group LLC 0.13% Reduce -1.6% 5,538 $446K
Tradewinds, LLC. 0.10% Add +177.8% 35,511 $446K
United Community Bank 0.14% Add +92.2% 5,528 $445K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 5,524 $445K
Maripau Wealth Management LLC 0.16% Add +14.2% 5,522 $445K
Shepherd Financial Partners LLC 0.04% Add +10.7% 5,512 $444K
Focused Wealth Management, Inc 0.04% No change 5,491 $442K
Code Waechter LLC 0.23% Add +55.0% 5,480 $442K
Prepared Retirement Institute LLC 0.19% Add +2.8% 5,462 $440K
LifeGuide Financial Advisors, LLC 0.13% No change 5,456 $440K
David J Yvars Group 0.22% Add +10.7% 5,437 $438K
Tyche Wealth Partners LLC 0.06% Add +16.9% 5,435 $438K
Grove Street Fiduciary, LLC 0.18% No change 5,432 $438K
L.K. Benson & Company, P.C. 0.13% Add +0.2% 5,406 $436K
Wayfinding Financial, LLC 0.16% No change 5,408 $435K
Intelligence Driven Advisers, LLC 0.07% Reduce -3.8% 5,344 $431K
Midwest Financial Group LLC 0.15% Add +32.0% 5,339 $430K
Falcon Wealth Planning 0.03% No change 5,318 $428K
Junk Investment Group, LLC 0.19% Add +31.1% 5,317 $428K
Amicus Financial Advisors, LLC 0.11% Reduce -0.7% 5,312 $428K
Evolution Advisers, Inc. 0.16% No change 5,304 $427K
Wealth Enhancement Trust Services, Inc. 0.05% Add +17.7% 5,292 $426K
Osborne Partners Capital Management, LLC 0.02% Reduce -24.1% 5,272 $425K
Retiremitten Financial LLC 0.18% Reduce -12.1% 5,265 $424K
Silver Oak Securities, Incorporated 0.03% Reduce -1.7% 5,259 $424K
Avaii Wealth Management, LLC 0.12% No change 5,257 $424K
Canvas Wealth Advisors, LLC 0.06% No change 5,252 $423K
Marshall Financial Group, LLC 0.06% New 5,214 $420K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -35.5% 5,206 $419K
Integrity Financial Corp 0.20% Add +18.0% 5,201 $419K
Trace Wealth Advisors, LLC 0.27% No change 5,196 $419K
Blue Water Asset Management 0.14% Add +1.7% 5,193 $418K
Valley National Advisers Inc. 0.05% No change 5,188 $418K
Morton Capital Management LLC 0.06% Reduce -31.8% 5,171 $417K
SkyOak Wealth, LLC 0.07% No change 5,156 $415K
Capstone Wealth Management Group, Inc. 0.25% — 5,155 $415K
Nova Wealth Management, Inc. 0.23% No change 5,124 $413K
Elgethun Capital Management 0.06% No change 5,124 $413K
Hibernia Wealth Partners, LLC 0.22% Reduce -50.0% 5,102 $411K
Park Place Capital Corp 0.07% Add +97.4% 5,085 $410K
Investment Partners Asset Management, Inc. 0.23% No change 5,081 $409K
Mathes Company, Inc. 0.13% No change 5,080 $409K
Trilogy Capital Inc. 0.02% Add +75.2% 5,075 $409K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Add +33.4% 5,068 $408K
Forbes J M & Co. LLP 0.03% No change 5,052 $407K
Caldwell Sutter Capital, Inc. 0.15% Reduce -2.6% 5,051 $407K
VERITY Wealth Advisors 0.25% Reduce -12.0% 5,043 $406K
Lavaca Capital LLC 0.04% New 5,040 $406K
Essential Partners LLC 0.19% No change 5,020 $404K
Fischer Investment Strategies, LLC 0.19% Reduce -23.6% 5,019 $404K
Ipsen Advisor Group LLC 0.26% Reduce -1.7% 5,018 $404K
One Wealth Advisors, LLC 0.04% Add +34.0% 5,012 $404K
Gimbal Financial 0.26% — 5,008 $403K
Proficio Capital Partners LLC 0.01% Add +5.4% 4,996 $403K
Silverlake Wealth Management LLC 0.08% No change 4,985 $402K
Norden Group LLC 0.03% Reduce -0.7% 4,984 $402K
Clifford Swan Investment Counsel LLC 0.01% Add +0.2% 4,979 $401K
Tompkins Financial Corp. 0.03% Reduce -6.8% 4,976 $401K
WealthCare Investment Partners, LLC 0.10% Add +0.3% 4,970 $400K
Aviance Capital Partners, LLC 0.04% No change 4,956 $399K
Global Strategic Investment Solutions, LLC 0.04% Reduce -6.9% 4,953 $399K
Compass Capital Corp. /Ma/ 0.13% Reduce -89.1% 4,804 $399K
Vicus Capital 0.03% Reduce -1.7% 4,943 $398K
Frazier Financial Advisors, LLC 0.20% Add +0.2% 4,939 $398K
Seneca Financial Advisors LLC 0.10% No change 4,934 $398K
Trustco Bank Corp. N Y 0.29% No change 4,932 $397K
XY Planning Network, Inc. 0.05% Add +52.0% 4,913 $396K
Capital Investment Counsel, LLC 0.05% Reduce -28.8% 4,900 $395K
Approach Retirement Advisors, LLC 0.29% Add +1.1% 4,897 $395K
Breachway Investments LLC 0.59% No change 4,868 $392K
Argent Advisors, Inc. 0.10% Reduce -3.3% 4,864 $392K
Madison Park Capital Advisors, LLC 0.28% Reduce -26.3% 3,277 $392K
United Advisor Group, LLC 0.04% Reduce -1.0% 4,851 $391K
Guardian Wealth Advisors, LLC 0.20% No change 4,837 $390K
Dunhill Financial, LLC 0.08% Reduce -31.4% 4,824 $389K
Whalerock Point Partners, LLC 0.07% Reduce -4.0% 4,820 $388K
Columbia Bank 0.09% Reduce -7.7% 4,810 $388K
Madison Asset Management, LLC 0.00% Reduce -21.9% 4,808 $387K
NorthCoast Asset Management LLC 0.01% Add +10.4% 4,795 $386K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% Reduce -74.4% 4,800 $386K
Cambridge Capital Management, LLC 0.15% Add +0.3% 4,785 $386K
YHB Investment Advisors, Inc. 0.02% No change 4,780 $385K
Prosperity Advisers, LLC 0.28% Reduce -10.9% 4,760 $384K
Regent Peak Wealth Advisors LLC 0.07% No change 4,754 $383K
Private Wealth Partners, LLC 0.03% No change 4,752 $383K
Shira Ridge Wealth Management 0.13% Reduce -31.7% 4,751 $383K
Kapstone Financial Advisors LLC 0.16% New 4,744 $382K
Cathy Pareto & Associates, Inc. 0.22% Add +17.2% 4,735 $382K
Steel Grove Capital Advisors, LLC 0.04% Reduce -0.8% 4,728 $381K
Citizens National Bank Trust Department 0.06% No change 4,708 $379K
First Financial Bank - Trust Division 0.03% No change 4,708 $379K
Swisher Financial Concepts, Inc. 0.24% Reduce -46.0% 4,700 $379K
Woodward Financial Advisors, Inc. 0.13% — 4,699 $379K
Valley Brook Capital Group, Inc. 0.21% Add +7.1% 4,690 $378K
Moment Partners, LLC 0.07% No change 4,676 $377K
Pekin Hardy Strauss, Inc. 0.03% Reduce -1.2% 4,668 $376K
Blueline Advisors LLC 0.26% Add +4.3% 4,666 $376K
Legacy Financial Advisors, Inc. 0.05% Reduce -0.4% 4,658 $375K
Strategic Advisors LLC 0.08% No change 4,636 $374K
Helium Advisors LLC 0.31% Add +5.7% 4,630 $373K
SYM FINANCIAL Corp 0.03% Reduce -1.7% 4,628 $373K
Silvercrest Asset Management Group LLC 0.00% No change 4,620 $372K
Prosperity Planning, Inc. 0.12% Reduce -0.7% 4,618 $372K
Olistico Wealth, LLC 0.16% Reduce -4.7% 4,616 $372K
Slow Capital, Inc. 0.04% Reduce -14.5% 4,616 $372K
Cadinha & Co. LLC 0.05% No change 4,601 $371K
Legacy PCG, LLC 1.84% Reduce -4.4% 4,480 $371K
Bogart Wealth, LLC 0.01% Add +1.1% 4,596 $370K
Ade, LLC 0.16% No change 4,572 $368K
Entrewealth, LLC 0.14% Add +1.9% 4,478 $368K
Foundation Wealth Management, LLC\PA 0.11% Add +4.6% 4,559 $367K
West Michigan Advisors, LLC 0.07% Add +0.4% 4,555 $367K
Kings Path Partners LLC 0.10% No change 4,553 $367K
Hubbell Strickland Wealth Management, LLC 0.13% Add +15.1% 4,543 $366K
Disciplined Investors, L.L.C. 0.18% Add +0.2% 4,541 $366K
Compass Advisory Group LLC 0.09% Add +0.3% 4,528 $365K
Claro Advisors Inc. 0.04% Reduce -8.9% 4,522 $364K
One Wealth Management Investment & Advisory Services, LLC 0.38% Reduce -5.9% 4,520 $364K
Matters Capital LLC 0.25% Add +3.9% 4,510 $363K
Cahaba Wealth Management, Inc. 0.02% Reduce -2.3% 4,509 $363K
Oath Planning, LLC 0.27% Add +0.3% 4,501 $363K
PTM Wealth Management, LLC 0.16% Add +0.3% 4,495 $362K
Trek Financial, LLC 0.02% Add +6.3% 4,482 $361K
Monetary Management Group Inc. 0.07% Add +153.4% 4,460 $359K
Parcion Private Wealth LLC 0.02% Reduce -12.3% 4,456 $359K
Signature Equity Partners, LLC 0.16% Reduce -18.9% 4,456 $359K
Greenleaf Trust 0.00% Add +0.2% 4,442 $358K
First Western Trust Bank 0.02% Add +57.9% 4,428 $357K
Clearwater Capital Advisors, LLC 0.03% Reduce -13.2% 4,424 $356K
Raab & Moskowitz Asset Management LLC 0.07% Add +43.8% 4,423 $356K
Sunburst Financial Group, LLC 0.06% Reduce -19.6% 4,411 $355K
ARS Wealth Advisors Group, LLC 0.03% Reduce -1.6% 4,402 $355K
Foster & Motley Inc. 0.02% Add +6.6% 4,392 $354K
Barrett & Company, Inc. 0.10% No change 4,372 $352K
Greenwood Capital Associates LLC 0.03% No change 4,368 $352K
HT Partners LLC 0.10% Reduce -8.0% 4,366 $352K
McLean Asset Management Corp 0.05% Add +0.3% 4,341 $351K
HTG Investment Advisors, Inc. 0.09% No change 4,356 $351K
Weitzel Financial Services, Inc. 0.12% No change 4,372 $351K
CCG Wealth Management, LLC 0.08% Reduce -0.2% 4,330 $349K
Dearborn Partners LLC 0.02% No change 4,324 $348K
Cambridge Financial Group, LLC 0.11% Reduce -14.2% 4,320 $348K
Cooper Financial Group 0.03% Add +15.2% 4,319 $348K
Brady Martz Wealth Solutions, LLC 0.05% New 4,316 $348K
marrick wealth, LLC 0.25% Add +11.1% 4,312 $347K
Carson Advisory Inc. 0.16% Add +27.3% 4,312 $347K
Foguth Wealth Management, LLC. 0.04% Reduce -74.3% 4,346 $347K
Register Financial Advisors LLC 0.11% Reduce -28.6% 4,281 $345K
Ironwood Wealth Management, LLC. 0.08% No change 4,276 $345K
Redwood Financial Network Corp 0.19% Reduce -14.5% 4,256 $343K
Waycross Investment Management Co 0.26% Add +37.7% 4,248 $342K
Sensible Money, LLC 0.09% No change 4,220 $340K
Refined Wealth Management 0.20% No change 4,215 $340K
Element Wealth, LLC 0.13% Add +0.1% 4,210 $339K
KCM Investment Advisors LLC 0.01% Reduce -49.1% 4,208 $339K
Farmers & Merchants Trust Co of Chambersburg PA 0.09% No change 4,192 $338K
Opal Wealth Advisors, LLC 0.07% Add +12.0% 4,193 $338K
Indiana Trust & Investment Management Co 0.09% Reduce -5.1% 4,188 $337K
Stanley-Laman Group, Ltd. 0.03% No change 4,184 $337K
MKT Advisors LLC 0.10% Reduce -6.4% 4,174 $336K
Correct Capital Wealth Management 0.06% No change 4,168 $336K
tru Independence LLC 0.15% Add +0.2% 4,163 $335K
Stockman Wealth Management, Inc. 0.03% Reduce -30.9% 4,154 $335K
Northside Capital Management, LLC 0.03% No change 4,144 $334K
KWB Wealth 0.03% Reduce -0.2% 4,140 $334K
Penobscot Wealth Management 0.09% Reduce -5.0% 4,136 $333K
Fragasso Financial Advisors Inc 0.02% Reduce -0.9% 4,130 $333K
Miramar Capital, LLC 0.07% Reduce -5.7% 4,125 $332K
Summit Wealth Group, LLC 0.07% Reduce -10.2% 4,118 $332K
Aureum Wealth Management, LLC 0.21% Add +6.8% 4,116 $332K
Performance Wealth Partners, LLC 0.01% Add +0.5% 4,109 $331K
Michels Family Financial, LLC 0.21% Reduce -3.8% 4,106 $331K
Morangie Management LLC 0.27% New 4,104 $331K
RCW Management, LLC 0.30% No change 4,100 $330K
Advocate Investing Services LLC 0.25% Add +2.8% 4,100 $330K
Columbia Advisory Partners LLC 0.18% Reduce -19.1% 4,099 $330K
Tounjian Advisory Partners, LLC 0.14% Add +11.7% 4,092 $330K
Providence Capital Advisors, LLC 0.05% No change 4,088 $329K
Midwest Professional Planners, LTD. 0.06% Reduce -3.0% 4,082 $329K
GK Wealth Management LLC 0.20% New 4,075 $328K
Merrithew & Thorsten Inc 0.28% No change 4,080 $328K
TBH Global Asset Management, LLC 0.06% Reduce -6.3% 4,058 $327K
Polaris Investment Advisors, LLC 0.21% Reduce -31.9% 4,052 $326K
55 North Private Wealth, LLC 0.06% Reduce -30.1% 4,046 $326K
American Financial & Tax Strategies Inc. 0.15% No change 4,032 $325K
Auctus Advisors LLC 0.27% No change 4,028 $325K
Acima Private Wealth, LLC 0.09% No change 4,028 $325K
Powerhouse Assets LLC 0.26% No change 4,027 $324K
M Wealth Management, LLC 0.25% Add +0.3% 4,026 $324K
HHM Wealth Advisors, LLC 0.03% Add +25.6% 4,025 $324K
Old Port Advisors 0.06% Reduce -1.2% 4,014 $323K
Glassman Wealth Services 0.04% Add +0.1% 4,000 $322K
Cypress Point Wealth Management, LLC 0.07% No change 4,000 $322K
Cornerstone Advisors Asset Management, LLC 0.04% No change 4,000 $322K
Courage Miller Partners, LLC 0.08% No change 3,992 $322K
Accurate Wealth Management, LLC 0.03% New 3,962 $321K
Sankala Group LLC 0.21% Reduce -10.6% 3,844 $320K
Clarendon Private LLC 0.21% Add +0.3% 3,962 $319K
Tortoise Investment Management, LLC 0.02% No change 3,961 $319K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 3,960 $319K
Marin Bay Wealth Advisors, LLC 0.17% Add +0.1% 3,956 $319K
Solstein Capital, LLC 0.11% Add +4.1% 3,952 $318K
Integris Wealth Management, LLC 0.06% No change 3,944 $318K
Red Mountain Financial, LLC 0.27% Add +16.9% 3,932 $317K
Colton Groome Financial Advisors, LLC 0.08% New 3,924 $316K
Steinberganna Wealth Management 0.13% Add +2.2% 3,923 $316K
Southern Capital Advisors, LLC 0.13% Add +3.5% 3,918 $316K
KOM Wealth Management Group, LLC 0.19% Add +0.3% 3,915 $315K
Ballast Financial Advisors LLC 0.29% Add +0.2% 3,912 $315K
Koss-Olinger Consulting, LLC 0.02% Reduce -60.9% 3,912 $315K
Strategic Financial Planning, Inc. 0.16% New 3,900 $314K
Arlington Trust Co LLC 0.03% Add +14.9% 3,893 $314K
Legacy Bridge, LLC 0.10% No change 3,888 $313K
Abacus Planning Group, Inc. 0.04% Add +16.9% 3,880 $313K
Novus Advisors, LLC 0.65% Reduce -0.1% 3,876 $312K
Intrepid Financial Planning Group LLC 0.11% Add +5.3% 3,876 $312K
Tocqueville Asset Management L.P. 0.00% Add +0.2% 3,870 $312K
North Capital, Inc. 0.24% Add +0.3% 3,870 $312K
Summit Asset Management, LLC 0.04% Add +0.5% 3,867 $312K
Regimen Wealth, LLC 0.08% Add +1.3% 3,866 $311K
Kanawha Capital Management LLC 0.02% No change 3,858 $311K
Townsend Asset Management Corp. /NC/ 0.10% Reduce -4.8% 3,851 $310K
GSG Advisors LLC 0.07% Add +0.3% 3,846 $310K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -11.9% 3,840 $309K
Shayne & Jacobs, LLC 0.09% Add +8.5% 3,838 $309K
Tradition Wealth Management, LLC 0.02% Reduce -4.7% 3,831 $309K
First Heartland Consultants, Inc. 0.02% Add +7.5% 3,816 $307K
Private Capital Management, LLC 0.03% Reduce -2.9% 3,815 $307K
Herold Advisors, Inc. 0.06% Reduce -22.0% 3,814 $307K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -6.9% 3,804 $306K
Financial Management Network Inc. 0.04% New 3,816 $306K
Northwest Wealth Advisors, LLC 0.18% Add +1.3% 3,795 $306K
URS Advisory LLC 0.17% Add +0.3% 3,771 $304K
Financial Advisors Network, Inc. 0.04% No change 3,753 $302K
Astoria Strategic Wealth, Inc. 0.07% No change 3,752 $302K
Klingman & Associates, LLC 0.01% No change 3,747 $302K
Maimon Wealth Management LTD. 0.23% No change 3,732 $301K
JSF Financial, LLC 0.05% New 3,706 $299K
Ashton Thomas Securities, LLC 0.04% Reduce -20.1% 3,704 $298K
Arvest Bank Trust Division 0.01% Add +1.1% 3,700 $298K
Daybright Advisory Services, Inc. 0.07% Reduce -3.1% 3,682 $298K
Echo Wealth Management, LLC 0.15% No change 3,696 $298K
Ted Buchan & Co 0.10% No change 3,687 $297K
Wise Wealth Partners 0.50% Add +10.8% 3,657 $295K
Hengehold Capital Management LLC 0.02% Add +16.8% 3,620 $292K
ATLas Financial Planning LLC 0.24% No change 3,620 $292K
Petersen Hastings Wealth Advisors Inc. 0.02% No change 3,620 $292K
Squarepoint Ops LLC 0.00% New 3,612 $291K
Key Financial Inc 0.05% Reduce -4.1% 3,605 $290K
Lawood & Co. 0.20% Reduce -8.4% 3,602 $290K
Northeast Planning Associates, Inc. / NH / 0.22% No change 3,772 $290K
OakTrust Wealth Advisors, LLC 0.25% No change 3,576 $288K
Strategic Wealth Partners, Ltd. 0.02% No change 3,576 $288K
Means Investment Co., Inc. 0.02% New 3,571 $288K
Denver Wealth Management, Inc. 0.08% Add +0.1% 3,565 $287K
Greenfield Savings Bank 0.11% No change 3,564 $287K
CVA Family Office, LLC 0.03% No change 3,564 $287K
First Long Island Investors, LLC 0.02% No change 3,560 $287K
Enzi Wealth 0.09% Reduce -0.4% 3,537 $286K
LFA - Lugano Financial Advisors SA 0.17% Add +10.6% 3,540 $285K
Barr E S & Co. 0.02% No change 3,540 $285K
First Financial Bankshares Inc 0.01% No change 3,532 $285K
Hoxton Planning & Management, LLC 0.07% Reduce -13.5% 3,530 $284K
Bay Capital Advisors, LLC 0.15% Reduce -2.4% 3,526 $284K
Gibson Wealth Advisors LLC 0.18% Add +1.4% 3,512 $283K
Team Hewins, LLC 0.08% No change 3,512 $283K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.16% New 3,350 $282K
Balanced Wealth Group LLC 0.09% Reduce -4.7% 3,500 $282K
Sound Stewardship, LLC 0.12% Add +6.4% 3,499 $282K
Sharp Wealth Advisory, LLC 0.13% Reduce -3.1% 3,496 $282K
WNY Asset Management, LLC 0.03% Add +1.8% 3,493 $281K
Prasad Wealth Partners, LLC 0.07% Add +0.1% 3,481 $280K
Horizon Investment Services, LLC 0.08% Reduce -2.7% 3,472 $280K
Mechanics Bank Trust Department 0.03% Add +21.1% 3,472 $280K
Ellsworth Advisors, LLC 0.05% Add +0.3% 3,459 $278K
Aletheian Wealth Advisors LLC 0.12% Reduce -16.1% 3,448 $278K
Centurion Wealth Management LLC 0.07% No change 3,438 $277K
Rainier Family Wealth Inc. 0.16% No change 3,436 $277K
Castle Wealth Management LLC 0.08% New 3,431 $276K
Plotkin Financial Advisors, LLC 0.11% No change 3,428 $276K
August Group Capital Ltd 0.30% Add +0.9% 3,427 $276K
Fiduciary Group, LLC 0.02% Reduce -2.4% 3,427 $276K
Ally Invest Advisors Inc. 0.02% Add +1.8% 3,425 $276K
Traub Capital Management LLC 0.25% Reduce -12.1% 3,422 $276K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -65.4% 9,036 $275K
Summit Global Investments 0.01% Add +0.8% 3,399 $274K
Studio Investment Management LLC 0.05% New 3,361 $271K
BostonPremier Wealth LLC 0.12% No change 3,360 $271K
Tenon Financial LLC 0.09% Reduce -0.7% 3,356 $270K
Mendel Capital Management LLC 0.12% No change 3,339 $269K
Wealth Alliance Advisory Group, LLC 0.04% New 3,338 $269K
Axis Wealth Partners, LLC 0.13% Add +2.0% 3,338 $269K
Everpar Advisors LLC 0.08% Reduce -20.8% 3,328 $268K
Meyer Handelman Co. 0.01% New 3,332 $268K
ABLE Financial Group, LLC 0.04% No change 3,324 $268K
Sittner & Nelson, LLC 0.08% No change 3,320 $267K
Corundum Group, Inc. 0.08% No change 3,320 $267K
Novak & Powell Financial Services, Inc. 0.13% No change 3,313 $267K
Obermeyer Wealth Partners 0.01% No change 3,312 $267K
Strategic Wealth Investment Group, LLC 0.03% No change 3,308 $267K
Calton & Associates, Inc. 0.04% Reduce -11.1% 3,302 $266K
Monument Group Wealth Advisors, LLC 0.13% Reduce -75.4% 843 $265K
Strategic Financial Partners, Ltd. 0.10% Add +1.5% 3,294 $265K
CPC Advisors, LLC 0.04% No change 3,288 $265K
RMR Wealth Builders 0.02% Add +4.3% 3,283 $264K
Miramontes Capital, LLC 0.08% Reduce -4.1% 3,280 $264K
Spirepoint Private Client, LLC 0.02% Add +15.8% 3,280 $264K
PlanVest Financial, Inc 0.18% Add +20.2% 3,274 $264K
Regatta Capital Group, LLC 0.04% Add +2.0% 3,268 $263K
DB&C Advisors, LLC 0.28% No change 3,267 $263K
Flower City Capital 0.12% Reduce -0.2% 3,266 $263K
Tred Avon Family Wealth, LLC 0.08% Reduce -65.4% 3,264 $263K
True Link Financial Advisors, LLC 0.02% Reduce -22.4% 3,252 $262K
Weaver Consulting Group 0.05% Add +0.6% 3,247 $262K
Patrick M Sweeney & Associates, Inc. 0.15% No change 3,245 $261K
MRWM Advisors, LLC 0.11% No change 3,244 $261K
Heartland Bank & Trust Co 0.05% Reduce -0.9% 3,244 $261K
Next Capital Management LLC 0.07% No change 3,238 $261K
Kachkovsky & Fisher, Inc. 0.25% — 3,229 $260K
Guild Investment Management, Inc. 0.18% New 3,228 $260K
Teachers Insurance & Annuity Association of America 0.29% No change 3,224 $260K
Buska Wealth Management, LLC 0.09% New 3,218 $259K
Midwest Capital Advisors, LLC 0.11% No change 3,212 $259K
Bantamac Capital, LLC 0.18% No change 3,200 $258K
CMH Wealth Management LLC 0.04% No change 3,184 $257K
DF Dent & Co. Inc. 0.00% No change 3,184 $257K
Beaumont Asset Management, L.L.C. 0.10% Add +0.4% 3,168 $255K
Hudock, Inc. 0.03% Add +0.2% 3,137 $253K
Middleton & Co. Inc. 0.03% No change 3,136 $253K
Carret Asset Management, LLC 0.02% No change 3,133 $252K
Balefire, LLC 0.04% Reduce -3.7% 3,129 $252K
Vermillion Wealth Management, Inc. 0.06% Reduce -7.6% 3,126 $252K
Ground Swell Capital, LLC 0.28% New 3,122 $252K
Brave Asset Management Inc. 0.05% No change 3,120 $251K
Granite Bay Wealth Management, LLC 0.02% New 3,111 $251K
Old North State Wealth Management, LLC 0.11% Add +0.7% 3,104 $250K
Summitry LLC 0.01% No change 3,100 $250K
Allen Investment Management, LLC 0.00% No change 3,100 $250K
Towneley Capital Management, Inc / DE 0.05% No change 3,099 $250K
C2C Wealth Management, LLC 0.19% No change 3,088 $249K
Mattern Capital Management, LLC 0.03% No change 3,080 $248K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.3% 3,078 $248K
Norris Perne & French LLP 0.01% No change 3,073 $248K
Capital Square, LLC 0.11% New 3,051 $247K
Arbor Investment Advisors, LLC 0.03% New 3,064 $247K
Benson Wealth Management INC 0.25% No change 3,052 $246K
Clarity Retirement & Wealth, LLC 0.17% New 3,049 $246K
Barlow Wealth Partners, LLC 0.03% No change 3,060 $245K
Bank of Nova Scotia 0.00% No change 3,036 $245K
Spinnaker Investment Group, LLC 0.04% New 3,024 $244K
Impact Partnership Wealth, LLC 0.02% New 3,015 $243K
Wincap Financial LLC 0.13% No change 3,012 $243K
Uniting Wealth Partners, LLC 0.05% Reduce -0.7% 3,008 $242K
Brown, Lisle/Cummings, Inc. 0.05% No change 3,004 $242K
Ceera Investments, LLC 0.10% No change 3,000 $242K
Burns J W & Co. Inc. 0.03% No change 3,000 $242K
Financial Life Advisors 0.07% Reduce -3.8% 2,995 $241K
Compass Ion Advisors, LLC 0.02% Reduce -15.8% 2,993 $241K
Manhattan West Asset Management, LLC 0.04% No change 2,988 $241K
Passive Capital Management, LLC. 0.08% Reduce -75.0% 829 $241K
Capital Advisors, Ltd. LLC 0.02% No change 2,984 $240K
Beacon Financial Advisory LLC 0.05% Add +2.5% 2,977 $240K
Ewa, LLC 0.04% Add +0.2% 2,954 $238K
Crumly & Associates Inc. 0.05% New 2,948 $238K
Succession Financial, Inc. 0.23% — 2,944 $237K
Godsey & Gibb, Inc. 0.02% Reduce -2.3% 2,934 $236K
Trellis Wealth Advisors LLC 0.08% No change 2,932 $236K
Brooklyn FI, LLC 0.04% Reduce -5.7% 2,928 $236K
Earnest Partners LLC 0.00% New 2,925 $236K
Elser Financial Planning, Inc 0.01% New 2,923 $236K
Violich Capital Management, Inc. 0.03% No change 2,920 $235K
WealthTrust Axiom LLC 0.05% Reduce -2.3% 2,917 $235K
Atlatl Advisers LLC 0.06% Reduce -0.2% 2,901 $234K
Realta Investment Advisors 0.07% Add +21.1% 2,901 $234K
Azimuth Capital Investment Management LLC 0.01% Add +3.6% 2,900 $234K
Straight Path Wealth Management 0.05% No change 2,880 $232K
Mycio Wealth Partners, LLC 0.04% Add +0.1% 2,879 $232K
Tolleson Wealth Management, Inc. 0.03% No change 2,876 $232K
Tennessee Valley Asset Management Partners 0.03% New 2,864 $231K
Wallace Capital Management Inc. 0.03% Reduce -6.5% 2,860 $230K
Clark Financial Services Group Inc. 0.11% No change 2,856 $230K
Nicholson Wealth Management Group, LLC 0.14% No change 2,856 $230K
VVR Holdings LLC 0.10% New 2,854 $230K
Childress Capital Advisors, LLC 0.04% Add +0.1% 2,851 $230K
Sunflower Bank, N.A. 0.05% No change 2,848 $229K
HCR Wealth Advisors 0.02% New 2,845 $229K
Christine Messmer PC 0.13% No change 2,843 $229K
CLG LLC 0.05% Add +0.3% 2,840 $229K
RDA Financial Network 0.05% Reduce -0.9% 2,834 $228K
HFG Advisors, Inc. 0.14% No change 2,832 $228K
Narwhal Capital Management 0.02% Reduce -0.3% 2,826 $228K
Gray Private Wealth, LLC 0.10% No change 2,812 $227K
Southeast Asset Advisors, LLC 0.02% No change 2,808 $226K
Smith Chas P & Associates Pa Cpas 0.01% No change 2,804 $226K
Grant Private Wealth Management Inc 0.10% Reduce -1.0% 2,800 $226K
Measured Wealth Private Client Group, LLC 0.05% Reduce -49.2% 2,796 $225K
Arq Wealth Advisors, LLC 0.03% Reduce -2.9% 2,792 $225K
Toth Financial Advisory Corp. 0.02% Reduce -0.2% 2,787 $225K
Annandale Capital, LLC 0.03% New 2,775 $224K
Aquire Wealth Advisors, LLC 0.05% New 2,778 $224K
McNamara Financial Services, Inc. 0.04% New 2,775 $224K
Baker Avenue Asset Management, LP 0.00% New 2,774 $224K
Valued Retirements, Inc. 0.20% New 2,764 $223K
Clarity Financial LLC 0.02% New 2,764 $223K
Prospect Financial Group LLC 0.18% Reduce -11.7% 2,763 $223K
Belleair Asset Management, LLC 0.19% Reduce -5.0% 2,760 $222K
Pasadena Private Wealth, LLC 0.03% New 2,756 $222K
Hazlett, Burt & Watson, Inc. 0.06% Add +44.8% 2,739 $222K
Capital Advisors Inc. 0.00% Reduce -4.6% 2,717 $219K
Emerald Advisors, LLC 0.03% New 2,712 $219K
Catalyst Private Wealth, LLC 0.11% New 2,712 $219K
TKG Advisors, LLC 0.08% New 2,712 $219K
Kesler, Norman & Wride, LLC 0.03% New 2,711 $218K
Jeppson Wealth Management, LLC 0.06% New 2,708 $218K
Sather Financial Group Inc 0.01% New 2,706 $218K
Burke & Herbert Bank & Trust Co. 0.05% New 2,704 $218K
Diesslin Group, Inc. 0.08% New 2,701 $218K
Sageworth Trust Co of South Dakota 0.13% New 2,696 $217K
Rise Advisors, LLC 0.06% New 2,693 $217K
Revere Asset Management, Inc 0.08% New 2,692 $217K
Aspiring Ventures, LLC 0.06% Reduce -48.7% 2,688 $217K
Patton Albertson Miller Group, LLC 0.02% New 2,680 $216K
Lowery Thomas, LLC 0.11% Reduce -26.6% 2,677 $216K
Fairman Group, LLC 0.17% Reduce -0.4% 2,666 $215K
Glass Wealth Management Co LLC 0.07% New 2,666 $215K
10Elms LLP 0.10% No change 2,660 $214K
Morling Financial Advisors, LLC 0.06% Add +2.3% 2,660 $214K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 2,652 $214K
First Nebraska Trust Co 0.02% New 2,644 $213K
Richardson Capital Management LLC 0.09% Reduce -5.1% 2,643 $213K
Lebenthal Global Advisors, LLC 0.03% New 2,637 $212K
Byrne Asset Management LLC 0.12% Reduce -0.6% 2,636 $212K
Faithward Advisors, LLC 0.03% New 2,632 $212K
Vestia Personal Wealth Advisors 0.08% New 2,630 $212K
Resolute Capital, LLC 0.07% New 2,623 $211K
Stordahl Capital Management, Inc. 0.04% New 2,608 $210K
Main Management LLC 0.01% Reduce -10.3% 2,610 $210K
Shaker Investments LLC 0.08% New 2,604 $210K
WealthPlan Investment Management, LLC 0.01% Reduce -22.3% 2,603 $210K
FWG Investments, LLC. 0.11% New 2,600 $210K
Clarus Group, Inc. 0.07% New 2,600 $209K
Invst, LLC 0.02% New 2,599 $209K
Werba Rubin Papier Wealth Management 0.03% New 2,596 $209K
DecisionPoint Financial, LLC 0.04% No change 2,600 $209K
Bernicke Wealth Management, Ltd. 0.02% New 2,592 $209K
Rockbridge Investment Management, LCC 0.02% New 2,581 $208K
Safeguard Investment Advisory Group, LLC 0.05% Reduce -8.9% 2,579 $208K
LifeGoal Investments, LLC 0.10% New 2,578 $208K
Exchange Bank 0.13% New 2,568 $207K
Marble Harbor Investment Counsel, LLC 0.02% New 2,561 $206K
TCFG Investment Advisors, LLC 0.07% New 2,556 $206K
Saxon Interests, Inc. 0.06% Reduce -25.0% 2,553 $206K
Auxano Advisors, LLC 0.04% Reduce -20.4% 2,548 $205K
Samara Investment Management, LLC 0.19% New 2,547 $205K
SWAN Capital LLC 0.07% Add +113.3% 2,542 $205K
Phillips Wealth Planners LLC 0.15% New 2,539 $205K
Holderness Investments Co. 0.03% New 2,540 $205K
Amarillo National Bank 0.03% New 2,540 $205K
Marble Wealth, LLC 0.03% New 2,539 $205K
Citizens & Northern Corp. 0.05% New 2,528 $204K
Bienville Capital Management, LLC 0.03% New 2,528 $204K
Burton Enright Welch 0.02% New 2,516 $203K
Tulsa Wealth Advisors, INC 0.03% New 2,511 $202K
Lazari Capital Management, Inc. 0.06% New 2,509 $202K
Ameriflex Group, Inc. 0.08% Reduce -5.4% 2,509 $202K
Princeton Global Asset Management LLC 0.03% No change 2,488 $200K
WealthShield Partners, LLC 0.03% Reduce -56.5% 2,484 $200K
Orion Capital Management LLC 0.06% No change 2,474 $199K
C M Bidwell & Associates Ltd. 0.08% Reduce -4.0% 2,450 $197K
Rice Partnership, LLC 0.02% No change 2,323 $187K
Clean Yield Group 0.05% No change 2,272 $183K
Align Financial, LLC 0.09% No change 2,239 $180K
TIAA Wealth Investment Management LLC 0.00% Reduce -52.8% 2,186 $176K
Halbert Hargrove Global Advisors, LLC 0.01% Add +34.4% 2,155 $174K
Atwood & Palmer Inc. 0.01% No change 2,116 $170K
Cary Street Partners Investment Advisory LLC 0.03% Add +40.6% 2,092 $169K
Flagship Wealth Advisors, LLC 0.04% New 2,090 $168K
Intelligent Financial Strategies 0.08% Add +0.3% 1,997 $161K
Synergy Investment Management, LLC 0.04% No change 1,992 $160K
Colonial Trust Advisors 0.01% Add +1.1% 1,977 $159K
Global Trust Asset Management, LLC 0.05% No change 1,924 $155K
Triumph Capital Management 0.03% Add +0.2% 1,908 $154K
SBI Securities Co., Ltd. 0.00% Reduce -0.6% 1,892 $152K
Family Manage LLC 0.02% No change 1,876 $151K
Trust Co 0.01% Add +11.3% 1,856 $150K
Millstone Evans Group, LLC 0.08% No change 1,844 $149K
Reyes Financial Architecture, Inc. 0.08% Reduce -7.5% 1,832 $148K
Hollencrest Capital Management 0.01% Reduce -28.1% 1,832 $148K
Front Row Advisors LLC 0.04% No change 1,757 $146K
Go Invest LLC 0.03% Add +2.3% 1,767 $142K
Cherry Tree Wealth Management, LLC 0.03% Reduce -12.7% 1,742 $140K
TOP Private Wealth LLC. 0.13% — 1,738 $140K
Nemes Rush Group LLC 0.01% Add +39.6% 1,731 $139K
Sellwood Investment Partners LLC 0.05% Reduce -13.4% 1,693 $136K
Raffa Wealth Management, LLC 0.02% Reduce -89.4% 1,685 $136K
Seneschal Advisors, LLC 0.09% No change 1,660 $134K
Mb, Levis & Associates, LLC 0.05% Add +0.4% 1,638 $132K
Entrust Financial LLC 0.08% No change 1,624 $131K
Ares Financial Consulting, LLC 0.09% No change 1,616 $130K
NWK Group, Inc. 0.04% No change 1,608 $130K
First Pacific Financial 0.02% Reduce -36.8% 1,605 $129K
Sunrise Financial Services, LLC 0.08% Reduce -23.4% 1,600 $129K
Tidemark, LLC 0.03% New 1,596 $129K
Breakwater Investment Management 0.04% No change 1,592 $128K
Financial Perspectives, Inc 0.03% No change 1,563 $126K
Quest 10 Wealth Builders, Inc. 0.10% Reduce -0.4% 1,542 $124K
Hilton Head Capital Partners, LLC 0.06% No change 1,540 $124K
Vestor Capital, LLC 0.01% Reduce -94.3% 295 $124K
London Co. of Virginia 0.00% Add +396.8% 1,530 $123K
Richardson Financial Services Inc. 0.07% Reduce -2.5% 1,517 $122K
Provident Wealth Management, LLC 0.03% No change 1,496 $121K
Tucker Asset Management LLC 0.03% Reduce -9.0% 1,471 $119K
Basepoint Wealth LLC 0.07% Add +79.0% 1,468 $118K
Bollard Group LLC 0.00% Add +0.4% 1,470 $118K
Creative Capital Management Investments LLC 0.03% Add +967.6% 1,452 $117K
Bell Investment Advisors, Inc 0.02% No change 1,407 $113K
Core Alternative Capital 0.03% No change 1,400 $113K
Proathlete Wealth Management LLC 0.03% No change 1,380 $111K
Key Capital Management, INC 0.06% Reduce -47.3% 1,371 $110K
Hills Bank & Trust Co 0.00% New 1,364 $110K
Birch Capital Management, LLC 0.05% No change 1,332 $107K
Harbor Asset Planning, Inc. 0.08% Add +0.5% 1,327 $107K
Westfuller Advisors, LLC 0.04% Add +0.4% 1,321 $106K
Bernard Wealth Management Corp. 0.04% Add +18.2% 1,300 $105K
TrustBank 0.04% No change 1,280 $103K
Elevated Capital Advisors, LLC 0.03% No change 1,268 $102K
BankPlus Trust Department 0.02% Add +10.8% 1,268 $102K
Maryland Capital Advisors Inc. 0.03% — 1,264 $102K
Centennial Bank 0.03% Reduce -29.9% 1,209 $97K
Retirement Wealth Solutions LLC 0.05% Reduce -7.4% 1,207 $97K
Raleigh Capital Management Inc. 0.03% Add +0.3% 1,192 $96K
Broadwater Capital Management LLC 0.07% No change 1,160 $93K
Armstrong Advisory Group, Inc. 0.01% No change 1,124 $91K
Cardiff Park Advisors, LLC 0.01% Reduce -61.7% 1,106 $89K
Strategic Investment Solutions, Inc. 0.02% No change 1,096 $88K
Archer Investment Corp 0.02% Add +36.7% 1,083 $87K
Allied Private Wealth LLC 0.06% — 1,084 $87K
Kozak & Associates, Inc. 0.01% Reduce -1.1% 1,076 $86K
MV Capital Management, Inc. 0.01% No change 1,072 $86K
Piedmont Capital Management, LLC 0.05% No change 1,060 $85K
Maseco LLP 0.00% Add +40.9% 1,054 $85K
SRH Advisors, LLC 0.02% No change 1,040 $84K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 1,020 $82K
Morris Financial Concepts, Inc. 0.03% No change 1,012 $82K
Sawyer & Company, Inc 0.03% Add +0.2% 990 $80K
Markowski Investments 0.02% — 984 $79K
IMG Wealth Management, Inc. 0.04% Reduce -20.2% 980 $79K
Institute for Wealth Management, LLC. 0.01% New 973 $78K
Motco 0.01% No change 960 $77K
Silver Grove Financial Group, Inc. 0.04% Reduce -72.4% 958 $77K
Steigerwald, Gordon & Koch Inc. 0.01% Reduce -0.1% 947 $76K
Quent Capital, LLC 0.00% Add +4.6% 941 $76K
Fairscale Capital, LLC 0.04% No change 928 $75K
LifeSteps Financial, Inc. 0.03% New 928 $75K
Gladwyn Financial Advisors, Inc. 0.05% Reduce -25.6% 920 $74K
Hanson & Doremus Investment Management 0.01% Reduce -8.8% 912 $73K
Piscataqua Savings Bank 0.05% Add +81.2% 884 $71K
Hoey Investments, Inc. 0.01% Add +0.2% 882 $71K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 880 $71K
Kingdom Financial Group LLC. 0.02% Reduce -45.1% 878 $71K
Aspect Partners, LLC 0.03% No change 868 $70K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 868 $70K
Sterling Capital Management LLC 0.00% No change 868 $70K
Hamilton Point Investment Advisors, LLC 0.01% Add +46.5% 844 $68K
Phillip James Consulting Co. 0.04% New 820 $66K
Winch Advisory Services, LLC 0.01% Reduce -6.9% 804 $65K
Evolution Wealth Management Inc. 0.04% Add +39.6% 804 $65K
Zions Bancorporation, National Association 0.00% No change 804 $65K
Fourth Dimension Wealth, LLC 0.02% Add +388.4% 801 $65K
Legacies Wealth LLC 0.04% No change 800 $64K
one8zero8, LLC 0.01% No change 800 $64K
Woodard & Co. Asset Management Group Inc. 0.01% No change 780 $63K
SJS Investment Consulting Inc. 0.01% No change 780 $63K
YANKCOM Partnership 0.02% Add +15.4% 780 $63K
Insight Inv LLC 0.03% No change 776 $63K
Sims Investment Management, LLC 0.02% New 772 $62K
Concord Wealth Partners 0.01% New 747 $60K
LRI Investments, LLC 0.00% No change 740 $60K
Dorato Capital Management 0.04% Reduce -8.2% 720 $58K
Newton One Investments LLC 0.01% No change 668 $54K
Westend Capital Management, LLC 0.01% Reduce -6.4% 655 $53K
Corsicana & Co. 0.02% Reduce -19.5% 612 $49K
Compass Financial Management LLC 0.01% — 604 $49K
Pinney & Scofield, Inc. 0.02% Reduce -23.9% 597 $48K
Cornerstone Planning Group LLC 0.01% Reduce -89.2% 585 $47K
Blume Capital Management, Inc. 0.01% Add +2.3% 569 $46K
Burk Holdings LLC 0.02% No change 556 $45K
Pin Oak Investment Advisors Inc. 0.03% No change 532 $43K
CGC Financial Services, LLC 0.01% No change 528 $43K
Financial Network Wealth Advisors LLC 0.04% Add +0.4% 522 $42K
Pillar Financial Advisors, LLC 0.02% No change 508 $41K
Wagner Wealth Management, LLC 0.01% New 508 $41K
ESL Trust Services, LLC 0.01% No change 500 $40K
Ulland Investment Advisors, LLC 0.03% No change 496 $40K
Portfolio Resources Advisor Group, Inc. 0.03% No change 496 $40K
Your Advocates Ltd., LLP 0.01% No change 496 $40K
PFS Partners, LLC 0.02% Add +0.4% 490 $40K
DiNuzzo Private Wealth, Inc. 0.00% No change 480 $39K
JPL Wealth Management, LLC 0.01% No change 476 $38K
Spectrum Wealth Advisory Group, LLC 0.01% New 473 $38K
Adkins Seale Capital Management LLC 0.03% New 473 $38K
CNB Bank 0.01% No change 472 $38K
Pacifica Partners Inc. 0.01% No change 472 $38K
Ogorek Anthony Joseph /NY/ 0.01% No change 476 $38K
Coston, McIsaac & Partners 0.01% No change 484 $38K
HighMark Wealth Management LLC 0.01% No change 464 $37K
Birchwood Financial Partners, Inc. 0.03% Add +6.0% 441 $36K
Ankerstar Wealth, LLC 0.03% Reduce -33.3% 440 $35K
Clark Wealth Partners 0.02% No change 436 $35K
Signature Resources Capital Management, LLC 0.01% Reduce -22.7% 436 $35K
McGuire Capital Advisors Inc. 0.02% Add +227.3% 432 $35K
Cambient Family Office, LLC 0.00% No change 432 $35K
Timmons Wealth Management, LLC 0.03% Reduce -0.2% 431 $35K
Luken Investment Analytics, LLC 0.01% No change 424 $34K
Walsh & Associates, LLC 0.03% Reduce -20.8% 415 $33K
Tripletail Wealth Management, LLC 0.04% No change 400 $32K
Ascentis Wealth Management, LLC 0.01% Add +9.6% 399 $32K
Versant Capital Management, Inc 0.00% No change 376 $30K
New Republic Capital, LLC 0.01% No change 356 $29K
Basecamp Wealth Advisors LLC 0.01% No change 352 $28K
Greykasell Wealth Strategies, Inc. 0.01% No change 344 $28K
Vaughan Nelson Investment Management, L.P. 0.00% No change 320 $26K
Aventura Private Wealth, LLC 0.01% No change 316 $25K
Trifecta Capital Advisors, LLC 0.00% No change 312 $25K
Hurley Capital, LLC 0.01% Add +6.2% 310 $25K
Main Street Group, LTD 0.01% Add +0.3% 309 $25K
Kentucky Trust Co 0.01% No change 284 $23K
Smallwood Wealth Investment Management, LLC 0.01% No change 260 $21K
Van Eck Associates Corp. 0.00% Reduce -3.4% 228 $18K
Financial Consulate, Inc. 0.00% No change 216 $17K
Capital Investment Counsel, Inc 0.00% No change 216 $17K
Davis Capital Management 0.01% No change 212 $17K
LGT Financial Advisors LLC 0.08% New 196 $16K
Sfam, LLC 0.01% No change 188 $15K
Thompson Investment Management, Inc. 0.00% No change 180 $15K
Union Savings Bank 0.01% New 164 $13K
Harborfront Financial Group LLC 0.05% — 162 $13K
Quaker Wealth Management, LLC 0.00% No change 160 $13K
FWL Investment Management, LLC 0.00% New 152 $12K
Vima LLC 0.01% — 148 $12K
Boyd Watterson Asset Management LLC 0.00% New 148 $12K
Wallace Hart LLC 0.01% No change 128 $10K
Eukles Asset Management 0.00% Add +1487.5% 127 $10K
General Partner, Inc. 0.01% No change 116 $9K
WPG Advisers, LLC 0.01% No change 108 $9K
Gen-Wealth Partners Inc 0.00% No change 108 $9K
Imprint Wealth LLC 0.03% Add +2500.0% 104 $8K
Prestige Wealth Management Group LLC 0.00% New 100 $8K
Valley Wealth Managers, Inc. 0.00% No change 96 $8K
Wolff Wiese Magana LLC 0.00% No change 92 $7K
Lloyd Advisory Services, LLC. 0.00% Reduce -94.3% 92 $7K
Game Plan Financial Advisors, LLC 0.00% Reduce -1.1% 91 $7K
West Paces Advisors Inc. 0.00% Reduce -84.4% 91 $7K
Provenance Wealth Advisors, LLC 0.00% No change 88 $7K
Financial Gravity Companies, Inc. 0.00% — 84 $7K
Hamrick Investment Counsel, llc 0.00% No change 80 $6K
Bank & Trust Co 0.00% No change 80 $6K
1 North Wealth Services LLC 0.00% No change 80 $6K
Cheviot Value Management, LLC 0.00% No change 80 $6K
NFSG Corp 0.00% Reduce -55.4% 75 $6K
Godfrey Financial Associates, Inc. 0.00% Add +466.7% 68 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 68 $5K
GFS Advisors, LLC 0.00% No change 131,100 $5K
Virginia Estate & Retirement Planning Advisors Inc. 0.01% Reduce -99.6% 56 $5K
Horizon Financial Services, LLC 0.00% No change 52 $4K
Cedar Mountain Advisors, LLC 0.00% Add +116.7% 52 $4K
Morton Brown Family Wealth, LLC 0.00% Reduce -75.9% 51 $4K
Avalon Trust Co 0.00% No change 44 $4K
Wilkerson Advisory Group LLC 0.00% No change 44 $4K
Arvest Investments, Inc. 0.00% No change 44 $4K
Investors Research Corp 0.00% New 28 $2K
Rosenberg Matthew Hamilton 0.00% No change 24 $2K
High Point Wealth Management, LLC 0.00% New 20 $2K
Robbins Farley 0.00% No change 16 $1K
Private Wealth Management Group, LLC 0.00% No change 16 $1K
HFM Investment Advisors, LLC 0.00% Add +8.3% 13 $1K
RHL Group, LLC 0.00% No change 4 $324
Logan Capital Management Inc. 0.00% — 4 $322
BNP Paribas Financial Markets 0.00% Reduce -96.8% 4 $322
Investors Portfolio Services LLC 0.00% New 4 $317

"% 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.