Vanguard S&P 500 ETFVOOETF

13F holders, Q1 2024 (March 31)
2,747holders
8famous investors
$476.96avg. 13F price*

At the end of Q1 2024, 2,747 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings. The largest holders were Vanguard Group Inc. ($12.2B), Raymond James & Associates ($11.1B) and Bank of America Corp. ($10.8B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Prem Watsa (0.3% of Fairfax Financial Holdings's portfolio).

Company
Vanguard S&P 500 ETF
CUSIP
922908363
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 2,747Q1 2024Q2 2024: 2,833Q2 2024Q3 2024: 2,932Q3 2024Q4 2024: 3,326Q4 2024Q1 2025: 3,333Q1 2025Q2 2025: 3,391Q2 2025Q3 2025: 3,467Q3 2025Q4 2025: 3,854Q4 2025Q1 2026: 3,866Q1 2026Q2 2026: 4,016Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions167$1.2B
Exits91$925.8M

Ownership 2,747 holders

Vanguard Group Inc. 0.24% Add +11.2% 25,386,297 $12.2B
Raymond James & Associates 7.50% Reduce -0.8% 23,007,404 $11.1B
Bank of America Corp. 1.07% Add +3.4% 22,568,819 $10.8B
JPMorgan Chase & Co. 0.91% Add +95.8% 21,245,952 $10.2B
Morgan Stanley 0.75% Add +7.8% 19,514,638 $9.4B
Envestnet Asset Management Inc. 2.22% Reduce -1.5% 12,382,058 $6.0B
Goldman Sachs Group Inc. 1.24% Reduce -18.9% 12,217,797 $5.9B
Acorns Advisers, LLC 42.66% Add +0.9% 7,946,634 $3.8B
Wells Fargo & Company 0.56% Add +4.0% 4,383,615 $2.1B
LPL Financial LLC 1.02% Add +1.2% 3,947,444 $1.9B
Bank of New York Mellon Corp 0.36% Reduce -0.1% 3,915,821 $1.9B
Ameriprise Financial Inc. 0.52% Add +1.4% 3,910,664 $1.9B
Mercer Global Advisors Inc. 5.02% Add +13.3% 3,672,746 $1.8B
Royal Bank of Canada 0.41% Add +19.4% 3,474,726 $1.7B
Cerity Partners LLC 4.18% Reduce -62.7% 3,307,620 $1.6B
UBS Group AG 0.51% Add +5.2% 3,232,399 $1.6B
Assetmark, Inc. 4.97% Add +2.5% 3,182,670 $1.5B
Raymond James Financial Services Advisors, Inc. 2.16% Add +3.4% 3,021,932 $1.5B
National Mutual Insurance Federation of Agricultural Cooperatives 14.36% No change 2,827,650 $1.4B
Truist Financial Corp. 1.74% Add +4.7% 2,388,344 $1.1B
E-L Financial Corp Ltd 100.00% Add +0.0% 1,654,272 $1.1B
Envestnet Portfolio Solutions, Inc. 3.82% Reduce -3.5% 2,115,753 $1.0B
Wolverine Trading, LLC 10.20% Add +31.4% 2,088,228 $1.0B
Mirae Asset Global Investments Co., Ltd. 2.15% Add +3.9% 2,046,764 $983.9M
Cambridge Investment Research Advisors, Inc. 3.57% Add +1.4% 1,927,563 $926.6M
FJ Investments, LLC 79.81% Reduce -8.1% 1,902,884 $914.7M
United Capital Financial Advisors, LLC 7.45% Reduce -7.1% 1,877,813 $902.7M
HighTower Advisors, LLC 1.37% Reduce -2.1% 1,750,322 $841.2M
Citigroup Inc. 0.87% Reduce -0.0% 1,666,646 $801.2M
Fisher Asset Management 0.36% Add +3.1% 1,610,690 $774.3M
Jones Financial Companies LLLP 0.95% Add +17.9% 1,449,445 $696.7M
Northwestern Mutual Wealth Management Co. 0.70% Add +9.0% 1,422,769 $684.0M
Stifel Financial Corp. 0.78% Add +0.8% 1,415,516 $680.5M
Pathstone Holdings, LLC 3.15% Add +3.2% 1,391,777 $669.0M
Cliftonlarsonallen Wealth Advisors, LLC 15.00% Add +19.3% 1,371,080 $659.1M
JMG Financial Group, Ltd. 24.18% Add +1.0% 1,319,172 $634.1M
Commonwealth Equity Services, LLC 1.03% Add +3.9% 1,291,642 $620.9M
Glenmede Trust Co. NA 3.09% Add +1.1% 1,283,551 $617.0M
Creative Planning 0.65% Add +12.5% 1,223,669 $588.2M
Cetera Investment Advisers 1.37% Add +352.1% 1,210,324 $581.8M
Charles Schwab Investment Advisory, Inc. 0.79% Reduce -5.2% 1,193,977 $573.9M
Angeles Investment Advisors, LLC 30.26% Add +1.8% 1,184,129 $569.2M
Corient Private Wealth LP 0.99% Reduce -2.7% 1,152,414 $554.0M
Systematic Alpha Investments, LLC 21.82% No change 1,132,544 $544.4M
Wealthspire Advisors, LLC 7.21% Reduce -1.6% 1,125,075 $540.8M
FFT Wealth Management LLC 46.43% Add +318.3% 1,121,847 $539.3M
Schroder Investment Management Group 0.62% Reduce -0.6% 1,092,843 $525.3M
Rockefeller Capital Management L.P. 1.44% Add +26.5% 1,023,483 $492.0M
Captrust Financial Advisors 1.81% Add +10.4% 1,022,710 $491.6M
Call To Action Foundation 100.00% Add +0.3% 999,481 $480.5M
Osaic Holdings, Inc. 1.06% Reduce -48.2% 984,612 $473.4M
Focus Partners Wealth 3.76% Add +10.6% 962,808 $462.8M
Cambridge Associates LLC /Ma/ 24.70% Add +4.5% 960,293 $461.6M
Northwestern Mutual Investment Management Company, LLC 12.05% Reduce -4.7% 958,896 $460.9M
Clal Insurance Enterprises Holdings Ltd 5.09% Add +1130.4% 939,657 $451.7M
Geller Advisors LLC 35.94% Add +10.5% 921,866 $443.1M
Plante Moran Financial Advisors, LLC 47.46% Add +5.0% 918,889 $441.7M
Analyst IMS Investment Management Services Ltd. 19.20% Add +27.9% 917,151 $440.9M
Kensington Asset Management, LLC 21.92% No change 912,170 $438.5M
Marshall Wace, LLP 0.72% New 900,000 $432.6M
Tiaa Trust, National Association 1.30% Add +1.4% 881,548 $423.8M
CHURCHILL MANAGEMENT Corp 5.25% Reduce -1.1% 875,536 $420.9M
Employees Retirement System of Texas 4.60% Reduce -19.6% 875,100 $420.7M
Manufacturers Life Insurance Company, The 0.38% Reduce -4.9% 853,584 $410.3M
Bessemer Group Inc. 0.74% Reduce -0.6% 847,020 $407.2M
Baird Financial Group, Inc. 0.85% Add +0.4% 845,469 $406.4M
Fifth Third Bancorp 1.53% Reduce -2.2% 815,646 $392.1M
Summit Trail Advisors, LLC 10.42% Add +10.6% 815,493 $392.0M
CIBC Asset Management Inc 1.33% Reduce -0.1% 793,577 $381.5M
Bank of Montreal 0.12% Reduce -6.7% 774,084 $372.2M
Diversified Trust Co. 10.98% Add +7.0% 757,526 $364.1M
Nicholas Hoffman & Company, LLC. 17.99% Add +24.6% 737,599 $354.6M
Neuberger Berman Group LLC 0.29% Reduce -0.6% 718,010 $345.1M
Teacher Retirement System of Texas 2.16% No change 704,609 $338.7M
Federation des caisses Desjardins du Quebec 2.42% Reduce -1.1% 697,534 $335.2M
Mariner, LLC 0.69% Add +11.5% 691,413 $332.4M
Wilbanks Smith & Thomas Asset Management LLC 9.26% Add +0.8% 688,588 $331.0M
Globe Life Inc. 92.59% Reduce -4.8% 688,183 $330.8M
Nissay Asset Management Corp. /Japan 2.29% No change 686,520 $330.0M
CIBC Private Wealth Group LLC 0.63% Reduce -0.7% 670,492 $321.9M
GenTrust, LLC 19.16% Add +14.4% 646,405 $310.7M
Hollencrest Capital Management 14.24% Add +359.1% 646,330 $310.7M
Keybank National Association 1.27% Add +15.1% 638,341 $306.9M
Northern Trust Corp. 0.05% Add +70.3% 614,608 $295.4M
Wedbush Securities Inc. 10.65% Reduce -6.7% 593,342 $285.2M
MCF Advisors LLC 21.97% Reduce -4.2% 590,185 $283.7M
Texas Capital Bank Wealth Management Services Inc 30.73% Add +3.5% 581,926 $279.7M
MML Investors Services, LLC 1.14% Add +7.5% 576,400 $277.1M
Merit Financial Group, LLC 6.56% Reduce -1.9% 585,792 $275.3M
Sun Life Financial Inc. 17.29% Add +1531.8% 571,669 $274.8M
Valmark Advisers, Inc. 4.67% Reduce -2.7% 557,664 $268.1M
Wealthfront Advisers LLC 0.93% Add +9.6% 555,170 $266.9M
State of Tennessee, Department of Treasury 0.97% No change 543,639 $261.3M
Fiera Capital Corp 0.75% Add +1.1% 534,883 $257.1M
M&T Bank Corp 0.89% Reduce -1.1% 531,947 $255.7M
Provida Pension Fund Administrator 6.32% Reduce -21.9% 529,539 $254.8M
Acropolis Investment Management, LLC 16.46% Reduce -2.4% 523,245 $251.5M
Kestra Advisory Services, LLC 1.68% Add +19.9% 520,531 $250.2M
Sand Hill Global Advisors, LLC 11.80% Reduce -4.7% 517,356 $248.7M
Beacon Pointe Advisors, LLC 2.75% Add +0.6% 514,202 $247.2M
JBF Capital, Inc. 40.00% No change 509,121 $244.7M
Nepc LLC 8.36% Add +58.3% 505,436 $243.0M
Center for Financial Planning, Inc. 36.31% Add +12.3% 505,287 $242.9M
US Bancorp \de 0.34% Reduce -0.1% 504,562 $242.5M
Allspring Global Investments Holdings, LLC 0.35% Reduce -3.7% 472,408 $227.1M
Old National Bancorp 5.34% Add +3.1% 468,102 $225.0M
Janus Henderson Group PLC 0.12% Reduce -2.4% 467,416 $224.7M
LGL Partners, LLC 37.29% Add +333.9% 463,113 $222.6M
Barclays PLC 0.10% Reduce -4.9% 460,248 $221.2M
Korea Investment CORP 0.56% No change 457,551 $219.9M
Stratos Wealth Partners, LTD. 3.69% Reduce -0.7% 457,422 $219.9M
First Manhattan Co. Llc. 0.71% Add +14.9% 457,284 $219.8M
Citizens Financial Group Inc. 7.32% Reduce -3.1% 456,221 $219.3M
Healthcare of Ontario Pension Plan Trust Fund 0.75% New 444,860 $213.8M
Steel Grove Capital Advisors, LLC 28.25% Add +557.5% 3,560,049 $212.5M
Smithfield Trust Co 11.17% Reduce -1.8% 438,271 $210.5M
Clearstead Advisors, LLC 10.33% Add +0.5% 435,769 $208.6M
New York Life Insurance Co. 58.22% Add +314.6% 428,036 $205.8M
NewEdge Advisors, LLC 1.79% Add +0.9% 427,380 $205.4M
Edgehill Endowment Partners, LLC 25.10% Add +0.3% 426,180 $204.9M
Macquarie Group Ltd. 0.23% Add +4.6% 413,120 $198.6M
BOK Financial Private Wealth, Inc. 14.67% Add +10.3% 409,778 $197.0M
AE Wealth Management LLC 2.22% Reduce -53.6% 407,936 $196.1M
Karpus Management, Inc. 5.61% Reduce -5.9% 404,319 $194.4M
Trajan Wealth LLC 12.83% — 394,358 $189.6M
Northeast Financial Consultants Inc 9.17% Add +22.8% 388,450 $186.7M
American Trust 15.53% Reduce -0.6% 386,623 $185.8M
Credit Suisse AG/ 0.18% Reduce -45.6% 385,386 $185.3M
Blue Trust, Inc. 2.60% Reduce -15.4% 383,707 $184.4M
Welch Capital Partners LLC 43.60% Reduce -0.0% 364,600 $175.3M
Pinnacle Financial Partners Inc 3.79% Add +0.1% 364,135 $175.0M
Axis Capital Holdings Ltd. 83.49% Add +41.6% 360,441 $173.3M
Liquid Strategies, LLC 44.45% Reduce -30.7% 357,437 $171.8M
Wealth Enhancement Advisory Services, LLC 0.44% Add +22.7% 357,433 $171.8M
TRB Advisors LP 36.34% Add +600.0% 350,000 $168.2M
Moneta Group Investment Advisors LLC 2.73% Reduce -9.4% 348,778 $167.7M
Fusion Family Wealth, LLC 16.93% Add +1.8% 339,807 $163.3M
Invictus Private Wealth, LLC 14.22% Reduce -1.3% 333,215 $160.2M
Allianz Asset Management GmbH 0.27% No change 331,190 $159.2M
Steward Partners Investment Advisory, LLC 1.75% Add +22.3% 330,946 $159.1M
First American Financial Corp 49.07% Reduce -14.6% 327,181 $157.3M
Alliancebernstein L.P. 0.06% Add +12.4% 325,783 $156.6M
Prime Capital Investment Advisors, LLC 2.16% Reduce -11.0% 322,017 $154.8M
Thrivent Financial for Lutherans 0.31% Add +0.1% 318,548 $153.1M
Janney Montgomery Scott LLC 0.45% Add +0.0% 316,632 $152.2M
Natixis Advisors, LLC 0.35% Add +18.8% 313,129 $150.5M
First Western Trust Bank 6.73% Add +2.2% 307,462 $147.8M
Albion Financial Group 11.25% Reduce -0.5% 303,280 $145.8M
FMR LLC 0.01% Add +15.2% 298,914 $143.7M
Edge Capital Group, LLC 6.98% Add +6.7% 291,701 $140.2M
Robertson Stephens Wealth Management, LLC 7.65% Add +5.5% 290,331 $139.6M
Taiyo Life Insurance Co. 11.22% No change 290,100 $139.5M
Alerus Financial NA 10.50% Reduce -3.0% 289,154 $139.0M
Keel Point, LLC 14.38% Add +15.1% 289,099 $139.0M
Glassman Wealth Services 27.81% Reduce -0.0% 286,351 $137.6M
Ieq Capital, LLC 1.97% Add +4.3% 285,455 $137.2M
Private Advisor Group, LLC 0.98% Add +0.8% 285,049 $137.0M
Atria Wealth Solutions, Inc. 1.54% Add +3.5% 283,099 $136.1M
Cresset Asset Management, LLC 0.66% Add +54.9% 282,654 $135.9M
Wescott Financial Advisory Group, LLC 16.59% Add +3.0% 277,512 $133.4M
Hardy Reed LLC 16.43% Add +0.8% 275,184 $132.3M
Portfolio Strategies, Inc. 8.99% New 275,184 $132.3M
Coldstream Capital Management Inc. 3.34% Add +0.1% 273,976 $131.7M
Monashee Investment Management LLC 15.48% Reduce -0.7% 269,110 $129.4M
Ancora Advisors LLC 2.96% Reduce -0.4% 268,501 $129.1M
Human Investing LLC 25.75% Add +2.7% 266,764 $128.2M
Savant Capital, LLC 1.47% Reduce -6.1% 266,691 $128.2M
Brown Advisory Inc. 0.17% Add +6.9% 261,808 $125.9M
Opus Capital Group, LLC 18.28% Reduce -1.5% 260,214 $125.1M
OneDigital Investment Advisors LLC 1.96% Add +4.3% 259,136 $124.6M
Harbour Investments, Inc. 4.40% Add +9.3% 258,106 $124.1M
Millburn Ridgefield LLC 3.37% Add +6.4% 253,480 $121.8M
Catalyst Capital Advisors LLC 2.93% Add +6.4% 253,480 $121.8M
Lutz Financial Services LLC 10.64% Reduce -0.5% 253,480 $121.8M
Intrust Bank NA 13.02% Reduce -7.6% 252,829 $121.5M
Victory Capital Management Inc. 0.12% Add +2.6% 251,802 $121.0M
Bogart Wealth, LLC 6.11% Reduce -0.7% 247,158 $118.8M
Bartlett & Co. Wealth Management LLC 1.82% Add +1.9% 246,332 $118.4M
Allen Investment Management, LLC 1.47% Add +0.6% 243,992 $117.3M
Venturi Wealth Management, LLC 7.52% Reduce -0.8% 243,611 $117.1M
Bank Julius Baer & Co. Ltd, Zurich 0.44% Reduce -4.0% 226,809 $115.7M
Raymond James Trust N.A. 2.77% Add +4.7% 237,601 $114.2M
ALM First Financial Advisors, LLC 31.02% Add +0.7% 254,044 $112.0M
Toews Corp. 19.47% Reduce -3.2% 232,840 $111.9M
Litman Gregory Wealth Management LLC 9.98% Add +2.4% 228,857 $110.0M
One Day In July LLC 14.50% Reduce -0.6% 227,191 $109.2M
GeoWealth Management, LLC 4.22% Add +1018.5% 227,092 $109.2M
Zhang Financial LLC 8.08% Add +11.9% 226,909 $109.1M
Sageworth Trust Co 6.93% Add +7.0% 223,642 $107.5M
Betterment LLC 0.29% Add +0.0% 223,463 $107.4M
DAVENPORT & Co LLC 0.66% Add +2.0% 221,519 $106.5M
Lido Advisors, LLC 0.96% Reduce -2.7% 220,903 $106.2M
Gleason Group, Inc. 22.19% Add +1.0% 220,813 $106.1M
Country Trust Bank 2.74% No change 219,939 $105.7M
Chicago Partners Investment Group LLC 4.46% Add +5.5% 225,357 $104.8M
United Services Automobile Association 2.57% Add +0.9% 217,744 $104.7M
Wiser Wealth Management, Inc 34.26% Add +4.2% 217,228 $104.4M
Yarbrough Capital, LLC 4.53% No change 216,447 $104.0M
Greenwood Gearhart LLC 9.89% Add +11.8% 210,989 $101.4M
D.A. Davidson & Co. 0.91% Add +4.2% 210,134 $101.0M
Hall Kathryn A. 23.15% Add +32.7% 208,824 $100.4M
GoalVest Advisory LLC 33.45% Add +7.5% 208,663 $100.3M
Global Wealth Strategies & Associates 37.70% Add +3.5% 208,530 $100.2M
Condor Capital Management 9.69% Add +2.6% 206,057 $99.1M
Equitable Holdings, Inc. 1.11% Reduce -16.9% 205,569 $98.8M
Peapack Gladstone Financial Corp. 1.53% Reduce -3.5% 204,212 $98.2M
Arrow Financial Corp 9.71% Reduce -3.7% 203,492 $97.8M
Farther Finance Advisors, LLC 5.91% Reduce -0.6% 202,353 $97.1M
Forvis Mazars Wealth Advisors, LLC 2.45% Add +4.9% 200,541 $96.4M
BlackRock Inc. 0.00% Reduce -9.8% 199,808 $96.0M
Partners Capital Investment Group, LLP 2.82% Reduce -51.2% 196,132 $94.3M
Larson Financial Group LLC 7.25% Add +47.7% 195,306 $93.9M
BNP Paribas Financial Markets 0.12% Add +578.4% 193,515 $93.0M
Lockheed Martin Investment Management Co. 6.74% No change 193,300 $92.9M
Mesirow Financial Investment Management, Inc. 2.09% Add +5.4% 190,897 $91.8M
Atria Investments, Inc 1.26% Add +37.0% 189,852 $91.3M
MA Private Wealth 18.44% Reduce -1.2% 189,261 $91.0M
M.D. Sass, LLC 10.70% Add +14.3% 188,088 $90.4M
Efficient Advisors, LLC 5.78% Reduce -0.8% 187,516 $90.1M
Blair William & Co. 0.28% Add +6.7% 187,133 $90.0M
Q3 Asset Management 25.13% New 184,000 $88.4M
Financial Advisory Group 15.58% Add +2.6% 183,759 $88.3M
StoneX Group Inc. 7.83% Reduce -11.6% 181,262 $87.1M
Jefferies Financial Group Inc. 1.84% Add +18.1% 174,573 $83.9M
Charles Schwab Trust Co 7.92% Reduce -2.9% 174,045 $83.7M
Southern Farm Bureau Life Insurance 13.79% No change 173,225 $83.3M
Sweet Financial Partners, LLC 19.24% Reduce -2.9% 173,367 $83.3M
McMorgan & Co. LLC 14.21% Reduce -0.4% 172,005 $82.7M
Arkos Global Advisors 13.61% Add +1.1% 169,842 $81.6M
Sepio Capital, LP 6.93% Reduce -3.1% 168,169 $80.8M
Advisor OS, LLC 9.28% Add +26.5% 167,960 $80.7M
Caprock Group, LLC 4.61% Add +3.3% 167,303 $80.4M
Mill Creek Capital Advisors, LLC 2.18% Reduce -0.9% 166,989 $80.3M
NorthRock Partners, LLC 3.08% Reduce -4.3% 166,707 $80.1M
Crane Advisory, LLC 16.16% Add +6.2% 169,898 $80.1M
Bell Bank 6.80% Add +15.7% 164,611 $79.1M
Lake Street Advisors Group, LLC 3.69% Add +7.7% 163,961 $78.8M
Fairfield University 65.40% Add +15.4% 163,143 $78.4M
Agf Management Ltd. 0.44% Add +8.2% 163,112 $78.4M
CJM Wealth Advisers, Ltd. 29.68% Add +1.8% 162,920 $78.3M
InterOcean Capital Group, LLC 1.86% Add +15.4% 161,930 $77.8M
Prudential Financial Inc. 0.11% Add +0.2% 158,677 $76.3M
Ironclad Investments LLC 49.03% Reduce -2.8% 158,358 $76.1M
Stordahl Capital Management, Inc. 19.05% Add +3.0% 158,114 $76.0M
Tectonic Advisors LLC 5.78% Add +0.7% 157,544 $75.7M
Steele Capital Management, Inc. 4.34% Add +51.4% 157,311 $75.6M
Cambridge Advisors Inc. 17.65% Reduce -2.4% 155,721 $74.9M
Conrad Siegel Investment Advisors, Inc. 21.81% Add +0.2% 155,126 $74.6M
MJP Associates Inc. 16.21% Add +36.0% 154,953 $74.5M
Trevian Wealth Management LLC 50.78% Add +7.2% 154,951 $74.5M
SilverOak Wealth Management LLC 18.49% Reduce -0.8% 154,847 $74.4M
WestHill Financial Advisors, Inc. 18.30% Reduce -0.9% 154,761 $74.4M
Perigon Wealth Management, LLC 2.24% Reduce -3.1% 153,543 $73.8M
Affiance Financial, LLC 19.94% Add +2.5% 153,089 $73.6M
Angeles Wealth Management, LLC 7.34% Add +7.3% 152,706 $73.4M
Aspiriant, LLC 3.02% Reduce -0.3% 151,668 $72.9M
Clarius Group, LLC 5.02% Add +22.6% 151,115 $72.6M
HSBC Holdings PLC 0.05% Add +46.1% 150,207 $72.2M
Francis Financial, Inc. 23.35% Add +1.0% 150,103 $72.2M
AMG National Trust Bank 2.10% Add +2.1% 149,776 $72.0M
RFG Holdings, Inc. 29.66% Add +9.3% 146,372 $70.4M
Webster Bank, N. A. 7.80% Add +2.4% 145,140 $69.8M
Dechtman Wealth Management, LLC 15.98% Add +11.3% 142,479 $68.5M
HB Wealth Management, LLC 0.86% Add +7.4% 141,548 $68.0M
Evermay Wealth Management LLC 10.22% Reduce -1.1% 140,822 $67.7M
RMR Wealth Builders 8.15% Add +3.1% 140,179 $67.4M
Mayport, LLC 25.58% Add +18.0% 139,382 $67.0M
SVB Wealth LLC 1.48% Reduce -15.8% 138,173 $66.4M
Acorn Financial Advisory Services Inc. 12.51% Reduce -7.4% 137,817 $66.2M
Simplicity Wealth,LLC 1.56% Add +1818.7% 135,825 $65.3M
Evoke Wealth, LLC 1.93% New 134,647 $64.7M
Texas Capital Bancshares Inc 29.06% Add +16.4% 133,302 $64.1M
WASHINGTON TRUST Co 2.35% Add +3.3% 133,289 $64.1M
Warren Street Wealth Advisors, LLC 31.64% Add +3.3% 132,849 $63.9M
Selective Wealth Management, Inc. 27.72% Add +3.1% 134,987 $63.8M
Scott Capital Advisors, LLC 19.28% Add +1.1% 132,752 $63.4M
Wealthcare Advisory Partners LLC 2.08% Add +23.6% 131,671 $63.3M
Comerica Bank 0.27% Reduce -2.5% 131,667 $63.3M
Grove Bank & Trust 10.49% Add +9.5% 129,515 $62.3M
Standpoint Asset Management, LLC 16.20% Add +3.5% 129,400 $62.2M
Franklin, Parlapiano, Turner & Welch, LLC 16.94% Reduce -1.0% 128,199 $61.6M
Stephens Consulting, LLC 18.85% Reduce -3.3% 127,821 $61.4M
Elwood & Goetz Wealth Advisory Group, LLC 14.82% Add +0.7% 127,037 $61.1M
Hirtle & Co., LLC 3.02% Reduce -6.9% 125,892 $60.5M
Agur Provident & Training Funds Management Ltd. 18.40% Reduce -6.9% 130,975 $60.4M
Progeny 3, Inc. 6.62% No change 125,200 $60.2M
Standard Family Office LLC 80.57% No change 125,136 $60.2M
Salomon & Ludwin, LLC 5.17% Reduce -2.5% 124,921 $60.1M
Oldfather Financial Services, LLC 24.66% Reduce -0.5% 124,639 $59.9M
Bank of Nova Scotia 0.12% No change 124,350 $59.8M
Amtrust Financial Services, Inc. 31.05% No change 124,000 $59.6M
Banco Santander, S.A. 0.71% Add +4.8% 123,347 $59.3M
LM Advisors LLC 10.42% Add +72.1% 123,699 $59.2M
Compass Financial Group, INC 13.71% Add +5.7% 122,931 $59.1M
Wedmont Private Capital 4.30% Add +3.5% 123,296 $58.8M
Balyasny Asset Management L.P. 0.15% Reduce -83.2% 121,748 $58.5M
Concurrent Investment Advisors, LLC 2.38% Add +18.1% 121,606 $58.5M
Strategic Investment Advisors / MI 7.48% Add +8.3% 121,262 $58.3M
Goldstone Financial Group, LLC 13.37% Add +3.2% 121,173 $58.2M
Performa Ltd (US), LLC 25.54% Add +13.9% 120,766 $58.1M
Avantax Advisory Services, Inc. 0.51% Reduce -3.0% 120,507 $57.9M
CANADA LIFE ASSURANCE Co 0.12% Reduce -6.6% 119,365 $57.6M
Investure, LLC 9.97% Reduce -31.1% 118,398 $56.9M
Obermeyer Wealth Partners 3.31% Add +18.4% 117,023 $56.3M
Jackson Wealth Management, LLC 7.02% Reduce -2.9% 116,858 $56.2M
Means Investment Co., Inc. 7.26% Add +11.8% 116,770 $56.1M
Fiducient Advisors LLC 10.84% Reduce -5.7% 113,970 $54.8M
CoreCap Advisors, LLC 2.90% Add +2.5% 113,937 $54.8M
Empire Life Investments Inc. 3.34% Reduce -5.3% 113,311 $54.5M
Eudaimonia Partners, LLC 12.92% Add +10.0% 113,006 $54.3M
Jasper Ridge Partners, L.P. 1.70% Reduce -5.7% 112,691 $54.2M
Fidato Wealth LLC 48.13% Reduce -2.2% 111,671 $53.7M
Nadler Financial Group, Inc. 6.59% Add +1.5% 111,276 $53.5M
PNC Financial Services Group, Inc. 0.04% Reduce -7.5% 111,032 $53.4M
Wellington Management Group LLP 0.01% Add +20.8% 110,195 $53.0M
Secure Asset Management, LLC 12.45% Add +11.2% 110,114 $52.9M
Ballentine Partners, LLC 0.98% Reduce -1.1% 107,898 $51.9M
Brio Consultants, LLC 8.72% Reduce -1.6% 107,516 $51.7M
Fragasso Financial Advisors Inc 4.37% Reduce -0.1% 107,439 $51.6M
Daymark Wealth Partners, LLC 2.77% Add +25.2% 107,038 $51.5M
Fortune 45 LLC 41.67% Add +4.0% 105,618 $50.7M
Deutsche Bank AG 0.02% Add +25.8% 105,420 $50.7M
National Philanthropic Trust 1.11% Add +41.8% 105,341 $50.6M
Kestra Private Wealth Services, LLC 1.14% Add +37.3% 104,645 $50.3M
Cantor Fitzgerald Investment Advisors L.P. 3.72% Reduce -3.0% 104,078 $50.0M
Pinion Investment Advisors, LLC 25.87% Add +11.6% 103,690 $49.8M
New York State Common Retirement Fund 0.07% Reduce -24.4% 102,842 $49.4M
BCK Partners, Inc. 26.43% Reduce -1.8% 102,726 $49.4M
Rathbones Group PLC 0.28% Reduce -0.4% 102,032 $49.0M
Optas, LLC 13.10% Add +4.1% 99,831 $48.0M
Turtle Creek Wealth Advisors, LLC 11.58% Add +58.8% 98,193 $47.2M
Allianz SE 1.49% — 98,122 $47.2M
Kickstand Ventures, Llc. 13.33% Reduce -7.2% 97,994 $47.1M
Integrated Wealth Concepts LLC 0.68% Add +13.5% 97,835 $47.0M
Safir Wealth Advisors, LLC 38.60% Add +3.0% 97,819 $47.0M
Twele Capital Management, Inc. 10.54% Reduce -3.8% 96,942 $46.6M
Roundview Capital LLC 3.80% Reduce -0.1% 96,675 $46.5M
Level Financial Advisors 21.03% Reduce -1.6% 96,424 $46.4M
Gladstone Institutional Advisory LLC 2.54% Add +2.4% 96,317 $46.3M
Proffitt & Goodson Inc. 8.21% Add +2.2% 96,141 $46.2M
HBK Sorce Advisory LLC 1.62% Reduce -0.1% 95,411 $45.9M
Scotia Capital Inc. 0.27% Reduce -2.1% 95,189 $45.8M
Freestone Capital Holdings, LLC 1.68% Add +2.6% 93,693 $45.0M
Kearns & Associates LLC 34.73% Reduce -1.4% 93,268 $44.8M
Investment Research & Advisory Group, Inc. 20.62% Reduce -5.9% 93,215 $44.8M
J.W. Cole Advisors, Inc. 2.26% Add +185.9% 93,098 $44.7M
Proficio Capital Partners LLC 4.89% Reduce -34.5% 92,512 $44.5M
Composition Wealth, LLC 1.11% Add +27.1% 92,000 $44.2M
Fifth Third Securities, Inc. 4.29% Reduce -0.5% 91,942 $44.2M
Sigma Planning Corp 1.38% Add +144.0% 91,603 $44.0M
Hill Island Financial LLC 14.47% Reduce -3.4% 91,188 $43.8M
Crestmont Private Wealth LLC 21.72% Reduce -6.0% 91,039 $43.8M
OneAscent Financial Services LLC 4.84% Add +52.1% 91,033 $43.8M
Sheets Smith Wealth Management 4.90% New 91,008 $43.7M
Steph & Co. 15.02% Add +0.6% 90,746 $43.6M
Financial Counselors Inc. 0.73% Reduce -19.4% 90,588 $43.5M
Sage Mountain Advisors LLC 4.52% Reduce -0.1% 90,565 $43.5M
Hillcrest Wealth Advisors - NY, LLC 23.56% Reduce -4.0% 90,441 $43.5M
AJ Advisors, LLC 23.64% Add +4.0% 89,167 $42.9M
Regions Financial Corp. 0.32% Add +1.6% 88,851 $42.7M
CENTRAL TRUST Co 1.06% Add +10.1% 88,491 $42.5M
3Chopt Investment Partners, LLC 17.42% Add +0.4% 88,258 $42.4M
Ameritas Investment Partners, Inc. 1.45% Reduce -6.9% 88,245 $42.4M
Advanced Asset Management Advisors Inc 10.48% Reduce -0.2% 88,179 $42.4M
David Kennon Inc 18.10% Reduce -1.4% 88,088 $42.3M
CIC Wealth, LLC 12.28% Add +12.7% 87,813 $42.2M
Bank Hapoalim BM 5.68% Add +432.6% 87,562 $42.1M
CFO4Life Group, LLC 7.62% Add +2.3% 87,285 $42.0M
Sierra Capital LLC 5.48% Reduce -4.7% 87,075 $41.9M
Sompo Asset Management Co., Ltd. 6.84% Reduce -1.9% 86,973 $41.8M
Trek Financial, LLC 3.29% Add +2.2% 86,358 $41.5M
AlTi Global, Inc. 1.14% Add +0.3% 85,208 $41.0M
IFG Advisory, LLC 3.04% Add +14.5% 84,760 $40.7M
Legacy Financial Group LLC 8.25% Add +1418.1% 84,740 $40.7M
Bokf, NA 0.74% Add +7.5% 84,208 $40.4M
Eagle Strategies LLC 8.94% Add +791.0% 83,735 $40.3M
Orion Porfolio Solutions, LLC 0.43% Reduce -2.5% 83,224 $40.0M
Orion Portfolio Solutions, LLC 0.43% Reduce -2.5% 83,224 $40.0M
Financial Sense Advisors, Inc. 14.16% Reduce -1.7% 82,842 $39.8M
Fort Washington Investment Advisors Inc. 0.26% Add +1.6% 82,457 $39.6M
Capital Group Private Client Services, Inc. 0.40% Add +6.5% 82,348 $39.6M
Hikari Tsushin, Inc. 3.14% Add +3.4% 82,294 $39.6M
Boyd Wealth Management, LLC 22.51% Add +26.3% 81,976 $39.4M
Apollon Wealth Management, LLC 1.24% Reduce -18.6% 81,611 $39.2M
Fiduciary Trust Co 0.60% Reduce -0.2% 80,751 $38.8M
Synovus Financial Corp. 0.50% Add +61.6% 80,492 $38.7M
Ciovacco Capital Management LLC 25.99% Add +13.3% 80,441 $38.7M
Cwm, LLC 0.19% Reduce -9.8% 80,345 $38.6M
Institutional & Family Asset Management, LLC 6.17% Reduce -1.7% 80,327 $38.6M
Commerce Bank 0.26% Add +8.6% 80,289 $38.6M
Mutual Advisors, LLC 1.24% Add +8.5% 80,232 $38.6M
Tritonpoint Wealth, LLC 4.02% Reduce -49.8% 44,326 $38.5M
Choreo, LLC 0.98% Add +0.8% 79,598 $38.3M
HUB Investment Partners, LLC 2.11% Add +590.0% 79,459 $38.2M
Garde Capital, Inc. 2.65% Reduce -0.3% 78,896 $37.9M
ForthRight Wealth Management, LLC 13.55% Add +0.4% 78,515 $37.7M
Oak Root LLC 5.04% Add +21.1% 78,258 $37.6M
Lansing Street Advisors 16.73% Add +11.3% 77,465 $37.2M
TD Private Client Wealth LLC 1.21% Add +7.1% 76,419 $36.7M
Fiduciary Group, LLC 3.99% Add +1.1% 76,069 $36.6M
Oak Harvest Investment Services 6.06% Reduce -3.8% 75,933 $36.5M
Lincoln National Corp. 0.57% Add +10.0% 75,824 $36.4M
BBR Partners, LLC 2.91% Reduce -0.6% 75,660 $36.4M
MAI Capital Management 0.38% Add +188.2% 75,402 $36.2M
RFG Advisory, LLC 1.23% Reduce -7.7% 75,306 $36.2M
Ameraudi Asset Management, Inc. 16.83% Add +7.0% 75,162 $36.1M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 47.80% Reduce -1.9% 75,151 $36.1M
Pure Financial Advisors, LLC 1.11% Reduce -1.6% 73,757 $35.5M
SigFig Wealth Management, LLC 1.30% Reduce -12.8% 73,632 $35.4M
Parisi Gray Wealth Management 13.25% Reduce -8.3% 73,475 $35.3M
MBM Wealth Consultants, LLC 12.42% Add +0.0% 73,445 $35.3M
Modern Wealth Management, LLC 3.24% Add +7.3% 72,669 $34.9M
Greenleaf Trust 0.32% Reduce -4.7% 71,881 $34.6M
Lee Financial Group Hawaii, Inc. 26.91% Reduce -0.3% 71,549 $34.4M
Phillips Financial Management, LLC 2.81% Reduce -5.6% 71,496 $34.4M
Cook Wealth, LLC 20.63% Add +8.0% 73,908 $34.3M
JDM Financial Group LLC 25.00% Add +2.7% 71,334 $34.3M
Securian Asset Management, Inc. 1.00% Add +1.1% 71,098 $34.2M
Souders Financial Advisors 5.35% Reduce -1.9% 70,518 $33.9M
Resolute Advisors LLC 6.27% Add +3.3% 70,513 $33.9M
Simon Quick Advisors, LLC 2.53% Add +621.4% 70,293 $33.8M
Northeast Investment Management 1.65% Reduce -20.8% 69,633 $33.5M
Aufman Associates Inc 23.53% Reduce -0.8% 69,515 $33.4M
Eagle Wealth Strategies LLC 27.12% Reduce -23.7% 69,533 $33.4M
Global Retirement Partners, LLC 1.24% Reduce -1.5% 69,150 $33.2M
Beacon Harbor Wealth Advisors, Inc. 8.77% Add +2.0% 68,922 $33.1M
Landmark Wealth Management, LLC 15.30% Reduce -2.8% 68,727 $33.0M
Citadel Advisors 0.03% Add +11.7% 68,551 $33.0M
Arete Wealth Advisors, LLC 3.04% Add +8.6% 68,433 $32.9M
Rooted Wealth Advisors, Inc. 16.12% Add +1.8% 68,582 $32.7M
Money Concepts Capital Corp. 3.00% Add +4.3% 67,723 $32.6M
Belpointe Asset Management LLC 2.43% Add +22.4% 67,438 $32.4M
Avion Wealth 8.66% Reduce -3.1% 67,134 $32.3M
Cibc World Market Inc. 0.08% Add +2.3% 66,802 $32.1M
R. W. Roge & Company, Inc. 19.23% Add +0.5% 66,476 $32.0M
Front Street Capital Management, Inc. 5.99% Add +2.5% 66,395 $31.9M
Fort Point Capital Partners LLC 4.31% Add +18.2% 66,227 $31.8M
NWF Advisory Services Inc. 5.30% Add +6.3% 65,982 $31.7M
Bailard, Inc. 0.87% Reduce -6.2% 65,593 $31.5M
Pittenger & Anderson Inc. 1.28% Add +1.4% 65,363 $31.4M
EMC Capital Management 18.54% Add +2.2% 64,958 $31.0M
Traveka Wealth, LLC 14.29% Add +19.3% 64,290 $30.9M
Geneos Wealth Management Inc. 1.41% Reduce -7.2% 64,267 $30.9M
National Bank of Canada 0.05% Add +37.7% 64,370 $30.8M
Dunhill Financial, LLC 22.80% Add +23.0% 63,889 $30.7M
Cardiff Park Advisors, LLC 2.92% New 63,707 $30.6M
HBW Advisory Services LLC 5.69% No change 69,569 $30.4M
Quotient Wealth Partners, LLC 1.08% Reduce -60.6% 63,015 $30.3M
Avior Wealth Management, LLC 1.41% Add +3.8% 63,005 $30.3M
Ratio Wealth Group 5.60% Add +2.8% 62,561 $30.1M
Bleakley Financial Group, LLC 0.86% Add +1.2% 62,093 $29.8M
Prosperity Wealth Management, Inc. 14.08% Add +395.5% 61,818 $29.7M
Vident Advisory, LLC 0.62% Add +10.1% 61,805 $29.7M
B. Riley Wealth Advisors, Inc. 0.80% Add +4.7% 75,127 $29.6M
Associated Banc-Corp 0.92% Reduce -0.3% 60,671 $29.2M
West Paces Advisors Inc. 7.62% Add +6.0% 60,146 $28.9M
Buckingham Strategic Wealth, LLC 0.30% Add +6.0% 59,967 $28.8M
Charter Oak Capital Management, LLC 3.08% Reduce -1.2% 59,872 $28.8M
Tenon Financial LLC 24.09% — 59,383 $28.5M
Canton Hathaway, LLC 7.66% No change 59,355 $28.5M
Sage Financial Group Inc. 2.54% Add +0.1% 58,784 $28.3M
Oppenheimer & Co. Inc. 0.46% Add +4.1% 58,080 $27.9M
Crestwood Advisors Group, LLC 0.61% Add +8.1% 57,938 $27.9M
Beaird Harris Wealth Management, LLC 2.70% Add +8.7% 57,567 $27.7M
Independent Advisor Alliance 1.00% Reduce -51.4% 57,380 $27.6M
Zurich Insurance Group Ltd 0.25% Add +5.9% 57,601 $27.5M
Brookstone Capital Management 0.49% Add +4.3% 57,209 $27.5M
Strategic Blueprint, LLC 1.90% Add +10.3% 55,748 $26.8M
Aspire Capital Advisors LLC 9.00% Add +0.5% 55,621 $26.7M
Intelligent Financial Strategies 16.51% Add +35.6% 55,377 $26.6M
Christopher J. Hasenberg, Inc 13.07% Reduce -7.9% 55,365 $26.6M
Van Eck Associates Corp. 0.04% Reduce -0.1% 55,056 $26.5M
Tidal Investments LLC 0.45% New 54,996 $26.4M
Olympus Wealth Management, LLC 15.67% Reduce -22.7% 54,994 $26.4M
EP Wealth Advisors, LLC 0.31% Add +2.0% 54,942 $26.4M
Alta Advisers Ltd 13.07% Reduce -5.0% 54,834 $26.4M
Evercore Wealth Management, LLC 0.41% Reduce -0.5% 54,831 $26.4M
Franklin Resources Inc. 0.01% Add +8.1% 54,761 $26.3M
Bear Mountain Capital, Inc. 11.34% Reduce -8.0% 57,179 $26.3M
Sumitomo Life Insurance Co. 0.68% Reduce -27.0% 61,900 $26.3M
Rwa Wealth Partners, LLC 0.35% Add +73.1% 54,640 $26.3M
UNIVEST FINANCIAL Corp 7.38% Reduce -1.1% 54,544 $26.2M
Kingsview Wealth Management, LLC 0.65% Add +15.5% 54,043 $26.0M
Conning Inc. 0.89% Reduce -1.0% 54,027 $26.0M
Empowered Funds, LLC 0.47% Add +74.1% 54,027 $26.0M
PFG Advisors 1.89% Add +94.8% 53,896 $25.9M
Steward Partners Investment Solutions, LLC 4.34% Add +11.3% 53,631 $25.8M
Concourse Financial Group Securities, Inc. 1.66% Add +161.9% 57,004 $25.7M
Clifford Group, LLC 21.13% Add +8.9% 53,232 $25.6M
Legacy PCG, LLC 15.95% Add +10.7% 52,875 $25.4M
Principal Financial Group Inc. 0.01% Add +1.3% 52,766 $25.4M
Carolinas Wealth Consulting LLC 4.98% Add +4.2% 52,527 $25.2M
Prio Wealth Limited Partnership 0.73% Add +1.0% 52,471 $25.2M
Thompson Siegel & Walmsley LLC 0.39% Add +3.0% 52,411 $25.2M
TD Waterhouse Canada Inc. 0.19% Add +19.4% 51,472 $25.2M
SOA Wealth Advisors, LLC. 5.19% Add +1.0% 52,173 $25.1M
GenWealth Group, Inc. 6.30% Reduce -4.6% 52,035 $25.0M
Financial Management Professionals, Inc. 3.68% Add +5.2% 51,952 $25.0M
Williams Jones Wealth Management, LLC. 0.32% Reduce -2.6% 51,843 $24.9M
Private Capital Management LLC 5.47% Add +3.0% 51,672 $24.8M
Connectus Wealth, LLC 0.67% Add +11.0% 51,447 $24.7M
Cordgrass Capital Advisors, LLC 7.70% Add +0.8% 51,431 $24.7M
Sfm, LLC 18.87% Reduce -4.9% 51,391 $24.7M
Common Fund for Nonprofit Organizations 4.19% Add +27.9% 58,134 $24.7M
Southeast Asset Advisors, LLC 2.96% Add +0.2% 51,149 $24.6M
GTS Securities LLC 0.66% Add +56.0% 51,068 $24.5M
Plancorp, LLC 1.05% Add +14.5% 50,317 $24.2M
Eight 31 Financial, LLC 15.16% Reduce -15.8% 50,184 $24.1M
Advisory Services Network, LLC 0.54% Reduce -14.5% 50,181 $24.1M
Oxler Private Wealth LLC 9.43% Add +115.6% 50,052 $24.1M
First Hawaiian Bank 0.75% Reduce -4.6% 49,932 $24.0M
CM Wealth Advisors LLC 6.82% Reduce -11.2% 50,201 $23.9M
Great Valley Advisor Group, Inc. 0.72% Reduce -13.5% 49,351 $23.7M
Manchester Capital Management LLC 2.90% Reduce -2.5% 48,942 $23.5M
First National Bank of Omaha 1.60% Reduce -1.4% 45,592 $23.4M
Stuart Investment Advisors, Inc. 14.93% Reduce -9.3% 47,899 $23.0M
Clark Financial Services Group Inc. 27.70% Reduce -0.3% 47,846 $23.0M
IFG Advisors, LLC 5.93% Add +8.2% 47,699 $22.9M
Mitchell McLeod Pugh & Williams Inc. 5.51% Add +8.9% 47,669 $22.9M
Cullen/Frost Bankers, Inc. 0.34% Add +13.7% 47,612 $22.9M
Sandy Cove Advisors, LLC 10.44% Add +3.3% 47,145 $22.7M
Parsons Capital Management Inc. 1.55% Add +3.7% 47,027 $22.6M
First Citizens Bank & Trust Co. 0.43% Add +9.9% 47,025 $22.6M
Nan Shan Life Insurance Co., Ltd. 0.53% Reduce -76.2% 46,979 $22.6M
Leavell Investment Management, Inc. 1.30% Add +2.0% 46,934 $22.6M
EnRich Financial Partners LLC 8.39% Add +3.4% 46,606 $22.4M
Sapient Capital LLC 0.50% Reduce -7.8% 46,558 $22.4M
Royal Fund Management, LLC 2.56% Reduce -24.8% 46,078 $22.2M
First Financial Corp. 11.22% Reduce -0.6% 45,999 $22.1M
Wealth Group Ltd 6.75% Add +1.9% 45,771 $21.9M
Applied Capital LLC 12.99% Reduce -30.3% 45,527 $21.9M
Certus Wealth Management, LLC 17.42% Reduce -2.5% 46,564 $21.9M
Trust Co of the South 5.02% Add +49.6% 45,195 $21.7M
Omega Advisors (Leon Cooperman) 0.90% No change 45,173 $21.7M
Basso Capital Management, L.P. 20.43% Reduce -8.1% 45,040 $21.7M
St. Louis Trust Co 3.38% Add +41.4% 44,958 $21.6M
Foundations Investment Advisors, LLC 0.57% Reduce -2.2% 44,919 $21.6M
Arkadios Wealth Advisors 1.67% Reduce -4.1% 44,894 $21.6M
Whittier Trust Co. of Nevada Inc. 0.62% Reduce -0.4% 44,877 $21.6M
Exencial Wealth Advisors, LLC 0.80% Add +7.1% 44,616 $21.4M
Guardian Financial Partners, LLC 14.66% Reduce -5.5% 44,500 $21.4M
CW Advisors, LLC 0.37% Add +0.1% 43,986 $21.1M
Ade, LLC 14.04% Add +1.8% 43,600 $21.0M
First Merchants Corp. 1.57% Add +8.1% 43,520 $20.9M
First Horizon Advisors, Inc. 0.65% Reduce -6.6% 43,441 $20.9M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.01% Reduce -32.9% 43,434 $20.9M
Vicus Capital 1.90% Add +1.7% 43,247 $20.8M
Waverly Advisors, LLC 0.49% Add +36.1% 43,225 $20.8M
Berkshire Hathaway 0.01% No change 43,000 $20.7M
Kinsale Capital Group, Inc. 8.17% Add +114.9% 42,988 $20.7M
Retirement Systems of Alabama 0.08% Add +22.9% 42,877 $20.6M
Brass Tax Wealth Management, Inc. 10.72% — 42,781 $20.6M
QRG Capital Management, Inc. 0.26% Add +33.4% 42,618 $20.5M
Rational Advisors, Inc. 1.94% Reduce -13.3% 42,485 $20.4M
High Net Worth Advisory Group LLC 6.35% Add +1.1% 41,942 $20.2M
Valeo Financial Advisors, LLC 0.72% Add +4.3% 43,273 $20.1M
CVA Family Office, LLC 3.57% Reduce -4.3% 41,570 $20.0M
KilterHowling LLC 13.99% Add +2.2% 41,429 $19.9M
Baltimore-Washington Financial Advisors, Inc. 1.26% Add +6.6% 41,294 $19.9M
Core Wealth Advisors, Inc. 6.73% Reduce -4.9% 41,187 $19.8M
Integrated Advisors Network LLC 1.01% Add +18.0% 41,134 $19.8M
Y.D. More Investments Ltd 3.49% Add +2.2% 40,994 $19.7M
Venture Visionary Partners LLC 0.93% Add +1.9% 40,783 $19.6M
CWS Financial Advisors, LLC 8.02% Add +3.1% 40,730 $19.6M
First Command Advisory Services, Inc. 0.20% Reduce -3.1% 40,470 $19.5M
Claro Advisors Inc. 3.38% Add +33.1% 40,423 $19.4M
Summit Financial, LLC 1.15% Add +6.8% 40,274 $19.4M
Stratos Wealth Advisors, LLC 1.15% Add +2.0% 40,206 $19.3M
Diversify Advisory Services, LLC 1.13% — 40,037 $19.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.22% No change 40,000 $19.2M
Baker Tilly Wealth Management, LLC 3.44% Add +7.4% 39,598 $19.0M
Passaic Partners LLC 2.73% New 39,426 $19.0M
Aptus Capital Advisors, LLC 0.41% Add +13.9% 39,335 $18.9M
Beaumont Financial Advisors, LLC 1.56% Add +3.0% 39,249 $18.9M
Harbor Advisory Corp. 6.41% Reduce -0.2% 39,159 $18.8M
Sensible Financial Planning & Management, LLC. 4.13% Add +3.1% 38,873 $18.7M
Cassady Schiller Wealth Management, LLC 8.34% Add +10.2% 38,865 $18.7M
Romano Brothers and Company 2.54% Add +1.6% 38,587 $18.5M
Spire Wealth Management 0.34% Add +16.2% 38,323 $18.4M
American Century Companies Inc. 0.01% Add +11.7% 38,300 $18.4M
North Star Investment Management Corp. 1.31% Add +6.9% 38,279 $18.4M
Capital Management Associates, Inc 13.52% Add +1.8% 38,182 $18.4M
Stephens Inc. 0.28% Reduce -7.7% 38,079 $18.3M
Ameritas Advisory Services, LLC 0.75% Add +40.6% 39,052 $18.3M
Waldron Private Wealth LLC 0.82% Add +13.7% 37,873 $18.2M
MKT Advisors LLC 9.94% Add +1.1% 38,355 $18.1M
Oikos Holdings LLC 4.60% No change 37,567 $18.1M
Focus Financial Network, Inc. 0.87% — 39,097 $17.9M
Riverpoint Wealth Management Holdings, LLC 4.96% Add +0.8% 37,112 $17.8M
Heritage Wealth Advisors 0.81% Add +0.1% 37,087 $17.8M
PKO Investment Management Joint-Stock Co 2.12% Reduce -2.0% 36,870 $17.8M
Spectrum Investment Advisors, Inc. 13.14% Add +1.1% 37,031 $17.8M
Naples Global Advisors, LLC 1.79% Add +0.9% 36,355 $17.5M
Jane Street Group, LLC 0.02% Add +1748.9% 36,072 $17.3M
Keystone Financial Group 2.54% Add +39.2% 36,066 $17.3M
EverSource Wealth Advisors, LLC 1.35% Add +1.9% 37,080 $17.1M
Farmers & Merchants Investments Inc. 0.58% No change 35,579 $17.1M
Peak Financial Management, Inc. 5.42% Reduce -2.9% 35,545 $17.1M
Ategra Capital Management, LLC 7.83% Add +0.7% 35,453 $17.0M
Apexium Financial, LP 1.29% Add +0.2% 35,452 $17.0M
Townsquare Capital LLC 0.25% Add +255.6% 35,176 $16.9M
FWG Investments, LLC. 18.30% Reduce -0.8% 35,123 $16.9M
Stonegate Investment Group, LLC 0.53% Reduce -1.5% 35,103 $16.9M
Peachtree Investment Partners, LLC 6.79% Add +9.9% 34,943 $16.8M
Prospera Financial Services Inc 0.50% Reduce -15.2% 34,912 $16.8M
Verdence Capital Advisors LLC 1.52% Reduce -0.5% 34,842 $16.7M
Benchmark Wealth Management, LLC 9.08% Add +0.1% 34,645 $16.7M
Ocean Park Asset Management, LLC 0.78% Reduce -15.3% 34,624 $16.6M
Dynamic Advisor Solutions LLC 0.56% Reduce -5.1% 34,570 $16.6M
Cornerstone Wealth Group, LLC 1.53% New 34,560 $16.6M
First National Trust Co 0.67% Reduce -4.3% 34,510 $16.6M
Sequoia Financial Advisors, LLC 0.21% Add +52.3% 34,467 $16.6M
Everett Harris & Co. 0.22% Reduce -5.8% 34,154 $16.4M
Traction Financial Partners, LLC 12.81% Add +2.9% 34,271 $16.4M
Pinnacle Bancorp, Inc. 4.85% Reduce -0.2% 34,122 $16.4M
Brighton Jones LLC 0.59% Add +94.8% 34,100 $16.4M
Integral Investment Advisors, Inc. 6.75% Add +16.3% 33,918 $16.3M
Brave Asset Management Inc. 4.22% Add +0.5% 33,802 $16.2M
BCS Wealth Management 5.20% Add +27.7% 33,694 $16.2M
Redwood Investment Management, LLC 1.54% Reduce -25.2% 33,683 $16.2M
Bowman & Co S.C. 9.80% Reduce -0.9% 33,559 $16.1M
TruWealth Advisors, LLC 1.13% Add +3.8% 33,573 $16.1M
Lakeshore Financial Planning, Inc. 8.13% Reduce -0.2% 33,407 $16.1M
Southland Equity Partners LLC 4.50% Add +2.5% 33,352 $16.0M
Almanack Investment Partners, LLC. 2.73% Add +8.4% 33,352 $16.0M
Bryant Woods Investment Advisors, LLC 9.44% Add +11.3% 33,294 $16.0M
Argent Trust Co 0.72% Add +6.3% 33,291 $16.0M
FSB Premier Wealth Management, Inc. 7.44% Reduce -0.2% 33,238 $16.0M
Ogorek Anthony Joseph /NY/ 5.54% Add +796.9% 33,167 $15.9M
Marshall Financial Group Inc. 5.25% Reduce -1.8% 33,139 $15.9M
Moisand Fitzgerald Tamayo, LLC 2.43% Reduce -5.3% 33,020 $15.9M
Virtue Capital Management, LLC 2.85% New 33,629 $15.9M
Abacus Planning Group, Inc. 3.09% Reduce -2.3% 32,884 $15.8M
First National Bank Sioux Falls 8.55% Add +10.2% 32,582 $15.7M
Motley Fool Wealth Management, LLC 0.81% Reduce -0.4% 32,556 $15.6M
Ballentine Capital Advisors, Inc 8.54% Add +1.9% 32,378 $15.5M
Thrive Capital Management, LLC 8.24% Add +1546.3% 84,093 $15.5M
IMC-Chicago, LLC 0.54% Reduce -68.3% 32,060 $15.4M
Wheelhouse Advisory Group LLC 11.79% Add +5.6% 31,948 $15.4M
TFB Advisors LLC 5.54% Add +10.8% 33,228 $15.3M
Sharkey, Howes & Javer 2.50% Reduce -16.4% 31,786 $15.3M
Tsfg, LLC 3.85% Add +692.4% 31,767 $15.3M
Blue Square Asset Management, LLC 10.38% Reduce -19.2% 31,750 $15.3M
IFP Advisors, Inc 0.67% Add +15.8% 31,651 $15.2M
Braun Stacey Associates Inc. 0.60% Reduce -8.4% 31,600 $15.2M
Toronto Dominion Bank 0.02% No change 31,588 $15.2M
Johnson Investment Counsel Inc. 0.16% Add +30.2% 31,562 $15.2M
TrueWealth Financial Partners 10.64% Reduce -0.1% 31,541 $15.2M
First Bank & Trust 3.13% Add +4.0% 31,472 $15.1M
Fulton Bank, N.A. 0.61% Add +64.4% 31,122 $15.0M
Burney Co./ 0.57% Add +0.1% 31,032 $14.9M
SG Americas Securities, LLC 0.08% Add +57.7% 30,957 $14.9M
Parallel Advisors, LLC 0.40% Add +2.0% 30,912 $14.9M
Mgo One Seven LLC 0.77% Add +1.6% 30,891 $14.8M
Hoylecohen, LLC 1.13% Add +4.6% 30,679 $14.7M
One Capital Management, LLC 0.53% Add +2.6% 30,574 $14.7M
Elm Partners Management LLC 1.16% Add +2.9% 30,501 $14.7M
Alexander Labrunerie & Co., Inc. 8.31% — 30,482 $14.7M
Okabena Investment Services Inc. 4.88% Add +114.6% 30,460 $14.6M
Carnegie Investment Counsel 0.46% Add +0.1% 30,427 $14.6M
Highline Wealth Partners LLC 5.95% Add +18.5% 30,380 $14.6M
Kathleen S. Wright Associates Inc. 6.88% Add +5.5% 30,375 $14.6M
waypoint wealth counsel 11.24% Add +1.7% 30,333 $14.6M
Caerus Investment Advisors, LLC 14.01% Reduce -20.1% 30,220 $14.5M
Montag A & Associates Inc. 0.73% Add +7.6% 30,158 $14.5M
Cary Street Partners Investment Advisory LLC 0.61% Add +62.7% 30,108 $14.5M
Brown Brothers Harriman & Co. 0.11% Add +3.4% 29,898 $14.4M
Curbstone Financial Management Corp 3.10% Add +1.0% 29,840 $14.3M
Eq LLC 8.81% Add +10.2% 29,746 $14.3M
Sound View Wealth Advisors Group, LLC 1.52% Reduce -6.8% 29,695 $14.3M
Blackston Financial Advisory Group, LLC 9.43% Add +2.1% 29,567 $14.2M
CSS LLC 3.46% Add +227.8% 29,500 $14.2M
Vectors Research Management, LLC 3.98% Reduce -36.6% 29,328 $14.1M
Rareview Capital LLC 13.85% Add +19.1% 29,299 $14.1M
Lodestar Private Asset Management LLC 2.00% Add +0.9% 29,197 $14.0M
Lanham O'Dell & Company, Inc. 7.06% Add +9.4% 29,008 $13.9M
Thomist Capital Management, LP 5.83% Add +152.1% 28,996 $13.9M
O'Connor Financial Group LLC 8.30% Add +9.4% 28,983 $13.9M
Avory & Company, LLC 9.43% No change 28,810 $13.8M
Baker Ellis Asset Management LLC 2.06% Add +3.8% 28,772 $13.8M
Marcum Wealth, LLC 1.40% Reduce -3.9% 28,753 $13.8M
Evanson Asset Management, LLC 1.03% Add +24.8% 28,649 $13.8M
Mandatum Life Insurance Co Ltd 4.60% No change 28,637 $13.8M
Dorsey & Whitney Trust CO LLC 0.94% Reduce -2.0% 28,542 $13.7M
Element Pointe Advisors, LLC 3.51% Reduce -0.0% 28,541 $13.7M
Asset Allocation & Management Company, LLC 8.98% No change 28,523 $13.7M
1834 Investment Advisors Co. 1.63% Reduce -7.1% 28,490 $13.7M
Battery Global Advisors, LLC 11.11% New 28,486 $13.7M
Triad Wealth Partners, LLC 10.50% — 28,465 $13.7M
S&T Bank 2.62% Reduce -2.0% 28,434 $13.7M
Braun-Bostich & Associates Inc. 11.31% Add +106.4% 28,113 $13.5M
NewEdge Wealth, LLC 0.30% Add +53.1% 29,086 $13.5M
LBMC Investment Advisors, LLC 1.17% Reduce -3.0% 28,024 $13.5M
Retirement Capital Strategies 5.50% Reduce -5.1% 27,990 $13.5M
Madden Advisory Services, Inc. 7.08% Reduce -1.1% 27,959 $13.4M
Abbrea Capital, LLC 1.77% Add +4.9% 27,906 $13.4M
Courier Capital LLC 0.97% Add +119.3% 27,887 $13.4M
Gainplan LLC 6.46% Add +5.5% 27,767 $13.3M
Parkside Advisors LLC 3.43% Reduce -4.7% 27,738 $13.3M
Plan Group Financial, LLC 8.73% Add +26.6% 27,670 $13.3M
Walkner Condon Financial Advisors LLC 2.81% Add +3.8% 27,532 $13.2M
Regal Investment Advisors LLC 0.90% Add +2.9% 27,469 $13.2M
Guardian Wealth Advisors, LLC / NC 1.60% Add +0.1% 27,282 $13.1M
Gibson Wealth Advisors LLC 12.59% — 27,189 $13.1M
Evolution Wealth Advisors, LLC 2.50% Reduce -3.0% 27,188 $13.1M
GAM Holding AG 0.94% Reduce -29.9% 27,157 $13.1M
Fairway Wealth LLC 8.84% Add +0.2% 27,123 $13.0M
North Star Asset Management Inc. 0.61% Reduce -50.9% 27,004 $13.0M
Philadelphia Trust Co. 1.04% Add +0.2% 26,911 $12.9M
Twin Focus Capital Partners, LLC 2.46% Add +0.6% 26,898 $12.9M
DeDora Capital, Inc. 4.11% Reduce -8.5% 26,885 $12.9M
Northstar Group, Inc. 2.62% Add +1.3% 26,653 $12.8M
U.S. Capital Wealth Advisors, LLC 0.50% Add +6.7% 26,610 $12.8M
Mittelman Wealth Management 8.65% — 26,574 $12.8M
Sachem Hill LLC 2.99% Reduce -3.5% 26,516 $12.7M
Sendero Wealth Management, LLC 2.19% Reduce -3.3% 26,496 $12.7M
Savvy Advisors, Inc. 7.33% Add +124.8% 26,444 $12.7M
Van Strum & Towne Inc. 4.64% Reduce -8.5% 26,406 $12.7M
Haverford Trust Co 0.13% Reduce -0.6% 26,276 $12.6M
Unconventional Investor, LLC 9.10% Add +0.4% 26,275 $12.6M
Adero Partners, LLC 0.95% Add +0.3% 26,180 $12.6M
Glenview Trust Co 0.27% Add +8.8% 26,004 $12.5M
Moody National Bank Trust Division 0.98% Reduce -0.7% 25,987 $12.5M
CORDA Investment Management, LLC. 0.99% Add +0.7% 25,805 $12.4M
Lowery Thomas, LLC 9.49% Add +23.3% 25,793 $12.4M
Sowell Financial Services LLC 0.58% Reduce -4.6% 25,791 $12.4M
Balentine LLC 0.37% Add +1.7% 25,738 $12.4M
Susquehanna International Group, LLP 0.02% Add +53.6% 25,626 $12.3M
Wesbanco Bank Inc. 0.46% Add +47.3% 25,463 $12.2M
WNY Asset Management, LLC 1.86% Add +2.6% 25,414 $12.2M
Advisory Services & Investments, LLC 8.40% Reduce -0.8% 25,328 $12.2M
Crewe Advisors LLC 1.42% Add +15.9% 25,292 $12.2M
Piedmont Capital Management, LLC 8.24% Add +1.5% 25,417 $12.1M
Roth Financial Partners LLC 5.37% Add +1.0% 25,239 $12.1M
FourThought Financial Partners, LLC 1.38% Add +11.9% 25,141 $12.1M
Westmount Partners, LLC 4.34% Add +5.4% 25,074 $12.1M
Bangor Savings Bank 1.23% Add +10.2% 24,947 $12.0M
Imprint Wealth LLC 2.91% Add +525.9% 24,959 $12.0M
Evergreen Capital Management LLC 0.45% Add +8.4% 24,892 $12.0M
Perissos Private Wealth Management, LLC 10.81% — 24,796 $11.9M
Good Life Advisors, LLC 1.06% Reduce -74.3% 24,778 $11.9M
Amundi 0.01% Add +35.1% 25,738 $11.8M
Graypoint LLC 0.85% Add +18.8% 24,433 $11.7M
Abound Wealth Management 4.47% Add +1.1% 24,396 $11.7M
Rossmore Private Capital 1.53% Add +0.1% 24,255 $11.7M
NorthCoast Asset Management LLC 0.15% Reduce -16.1% 24,149 $11.6M
Traphagen Investment Advisors LLC 1.23% Reduce -0.2% 24,059 $11.6M
Wintrust Investments LLC 1.02% Reduce -5.9% 24,044 $11.6M
First American Bank 0.87% Reduce -2.0% 24,028 $11.6M
Kohmann Bosshard Financial Services, LLC 1.60% Reduce -0.1% 23,854 $11.5M
Howland Capital Management LLC 0.55% Add +22.1% 23,836 $11.5M
Verum Partners LLC 4.07% Add +24.9% 23,786 $11.4M
Sykon Capital LLC 4.11% New 23,658 $11.4M
Pachira Investments Inc. 9.28% Reduce -8.3% 23,629 $11.4M
Nicolet Advisory Services, LLC 1.14% Reduce -7.3% 23,570 $11.2M
Joel Isaacson & Co., LLC 0.62% Add +14.0% 23,386 $11.2M
Cynosure Group, LLC 2.01% Add +12.2% 23,334 $11.2M
McClarren Financial Advisors, Inc. 8.04% Reduce -0.9% 23,274 $11.2M
Security Financial Services, INC. 2.52% Add +2.5% 23,186 $11.1M
Allworth Financial LP 0.08% Add +91.3% 23,053 $11.1M
Professional Financial Advisors, LLC 3.17% Reduce -52.3% 23,016 $11.1M
Armstrong Advisory Group, Inc. 1.07% No change 25,290 $11.0M
Avidian Wealth Enterprises, LLC 0.59% Reduce -0.3% 22,950 $11.0M
IHT Wealth Management, LLC 0.44% Add +2.4% 22,927 $11.0M
Resonant Capital Advisors, LLC 0.94% Reduce -0.5% 22,919 $11.0M
CSM Advisors, LLC 0.72% Reduce -10.6% 22,770 $10.9M
Baron Silver Stevens Financial Advisors, LLC 2.13% Reduce -0.6% 22,723 $10.9M
Fidelis Capital Partners, LLC 1.65% Add +111.6% 22,660 $10.9M
Dodds Wealth, LLC 4.43% Add +13.4% 22,653 $10.9M
Flower City Capital 7.13% Reduce -0.8% 22,311 $10.7M
Genus Capital Management Inc. 1.39% — 22,288 $10.7M
BancFirst Trust & Investment Management 5.11% Reduce -32.3% 22,190 $10.7M
Waterloo Capital, L.P. 1.36% Add +0.9% 22,096 $10.6M
Strategic Financial Concepts, LLC 2.55% Add +98.2% 21,984 $10.6M
Schneider Downs Wealth Management Advisors, LP 2.43% Add +0.1% 21,963 $10.6M
Choate Investment Advisors 0.28% Add +331.4% 21,951 $10.6M
Hilltop National Bank 3.58% — 21,910 $10.5M
Soundwatch Capital LLC 2.05% Add +104.3% 21,871 $10.5M
Zuckerman Investment Group, LLC 1.21% Add +5.6% 21,796 $10.5M
Snowden Capital Advisors LLC 0.33% Add +37.1% 21,715 $10.4M
Capital City Trust Co. 2.90% Add +1.0% 21,700 $10.4M
ArchPoint Investors 4.38% New 21,661 $10.4M
Coombe, Bender & Co LLC 6.30% Reduce -3.9% 21,565 $10.4M
Strategic Wealth Partners Group, LLC 1.14% Add +1.0% 21,434 $10.3M
Washington Trust Advisors, Inc. 0.94% Reduce -0.3% 21,257 $10.2M
New England Asset Management Inc. 1.64% No change 21,125 $10.2M
Laurel Wealth Planning LLC 6.73% Reduce -3.0% 21,083 $10.1M
Sunburst Financial Group, LLC 2.86% Reduce -0.9% 21,033 $10.1M
Founders Financial Securities LLC 1.06% Add +41.5% 21,004 $10.1M
Disciplina Capital Management LLC 1.70% Reduce -2.4% 20,954 $10.1M
West Financial Advisors, LLC 2.16% Reduce -2.3% 20,931 $10.1M
Flagship Harbor Advisors, LLC 0.65% Reduce -0.9% 20,894 $10.0M
TRUE Private Wealth Advisors 1.15% Reduce -33.5% 20,859 $10.0M
Mercer Investments LLC 15.99% Reduce -48.4% 20,814 $10.0M
Red Cedar Investment Management, LLC 1.25% Add +70.9% 20,759 $10.0M
Beacon Bridge Wealth Partners, LLC 4.70% Reduce -3.1% 20,711 $10.0M
Kingdom Financial Group LLC. 6.99% Add +51.7% 20,694 $9.9M
Kovack Advisors, Inc. 1.20% Add +8.2% 20,622 $9.9M
Level Four Advisory Services, LLC 0.54% No change 22,665 $9.9M
Tompkins Financial Corp. 1.11% Add +63.5% 20,405 $9.8M
Legacy Advisors, LLC 1.24% Add +3.4% 20,393 $9.8M
Insigneo Advisory Services, LLC 1.16% Add +19.8% 20,376 $9.8M
Sivia Capital Partners, LLC 6.65% Add +0.3% 20,350 $9.8M
Coyle Financial Counsel LLC 3.48% Add +2.6% 20,263 $9.7M
Wetzel Investment Advisors, Inc. 5.72% Add +2.9% 21,167 $9.7M
Ziegler Capital Management, LLC 0.37% Add +0.8% 20,082 $9.7M
Retirement Planning Group, LLC 0.74% Add +6.0% 20,061 $9.6M
AQR Capital Management 0.02% Add +17.8% 20,055 $9.6M
Smith Shellnut Wilson LLC 5.10% Add +7.1% 20,021 $9.6M
KWB Wealth 1.29% Reduce -1.1% 20,004 $9.6M
Edgestream Partners, L.P. 0.48% Add +28.8% 19,964 $9.6M
Running Point Capital Advisors, LLC 4.29% Add +13.2% 19,949 $9.6M
LS Investment Advisors, LLC 1.50% Add +46.9% 19,675 $9.5M
Parkside Financial Bank & Trust 1.52% Add +1.6% 19,643 $9.4M
FSA Advisors, Inc. 9.98% Reduce -5.6% 19,387 $9.3M
Copperwynd Financial, LLC 3.34% Add +3.7% 19,308 $9.3M
Three Bridge Wealth Advisors, LLC 3.65% Add +56.1% 19,260 $9.3M
LifePlan Investment Advisors, Inc. 7.38% Add +1.3% 19,259 $9.3M
Reliant Wealth Planning 4.43% Reduce -69.0% 19,246 $9.3M
Connecticut Wealth Management, LLC 0.49% Add +2.0% 19,208 $9.2M
Hikari Power Ltd 0.79% No change 19,200 $9.2M
Websterrogers Financial Advisors, LLC 3.27% Add +21.1% 19,142 $9.2M
Per Stirling Capital Management, LLC. 1.53% Add +1.9% 19,133 $9.2M
Adams Wealth Management 2.23% Reduce -4.9% 19,031 $9.1M
Activest Wealth Management 4.40% Reduce -1.3% 19,009 $9.1M
SpiderRock Advisors, LLC 0.30% — 19,286 $9.1M
Wellington Shields Capital Management, LLC 1.72% Add +8.0% 18,946 $9.1M
Berger Financial Group, Inc 0.75% Reduce -2.3% 18,842 $9.1M
Stelac Advisory Services LLC 4.24% Add +24.7% 18,794 $9.0M
Family CFO Inc 5.59% Reduce -0.2% 18,776 $9.0M
InTrack Investment Management Inc 6.70% Add +1.3% 18,771 $9.0M
BluePointe Capital Management, LLC 6.19% Add +7.4% 18,766 $9.0M
Wealthspire Retirement, LLC 0.77% Reduce -1.0% 18,648 $9.0M
Headlands Technologies LLC 2.15% Add +255.4% 18,635 $9.0M
Harbor Investment Advisory, LLC 0.93% Add +1.0% 18,526 $8.9M
Independent Financial Group, LLC 0.41% Add +12.6% 18,513 $8.9M
Sage Investment Advisers LLC 10.20% Add +5.4% 18,502 $8.9M
Matrix Asset Advisors Inc. 1.06% Add +26.8% 18,468 $8.9M
Boston Trust Walden Corp 0.06% Add +21.3% 18,402 $8.8M
Greenhouse Wealth Management, LLC 6.61% Reduce -2.3% 18,354 $8.8M
Golden Road Advisors LLC 7.32% Reduce -1.9% 18,338 $8.8M
Guggenheim Capital LLC 0.06% Reduce -24.4% 18,326 $8.8M
Park Avenue Securities LLC 0.11% Add +41.0% 18,325 $8.8M
Allegiance Financial Group Advisory Services LLC 3.59% Reduce -0.3% 18,256 $8.8M
Laird Norton Wetherby Wealth Management, LLC 0.42% Add +0.9% 18,162 $8.7M
Certuity, LLC 0.76% Add +6.1% 17,923 $8.6M
Leith Wheeler Investment Counsel Ltd. 0.83% No change 17,859 $8.6M
Viewpoint Capital Management LLC 5.45% Reduce -1.2% 17,832 $8.6M
Nomura Asset Management Co. Ltd. 0.03% Add +20.0% 17,822 $8.6M
Americana Partners, LLC 0.71% Add +39.8% 17,791 $8.6M
Hilltop Holdings Inc. 0.95% Add +0.6% 17,786 $8.5M
Legacy Private Trust Co. 0.62% Reduce -3.4% 17,755 $8.5M
MMBG Investment Advisors Co. 0.90% Reduce -11.8% 17,745 $8.5M
Empower Advisory Group, LLC 0.03% Add +1.9% 17,674 $8.5M
Hartline Investment Corp./ 1.49% New 17,638 $8.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.49% Add +11.2% 17,638 $8.5M
Sage Financial Management Group, Inc. 4.01% Add +1.7% 17,625 $8.5M
CreativeOne Wealth, LLC 0.34% Add +19.1% 17,593 $8.5M
Semmax Financial Advisors Inc. 2.77% Add +12.9% 17,575 $8.4M
Thrive Wealth Management, LLC 1.74% Reduce -2.7% 17,489 $8.4M
Denver PWM, LLC 3.25% Add +1495.2% 17,754 $8.4M
Halpern Financial, Inc. 2.44% Reduce -1.4% 17,573 $8.4M
Personal Cfo Solutions, LLC 1.31% Reduce -10.8% 17,422 $8.4M
Bishop & Co Investment Management, LLC 3.46% Add +19.3% 17,398 $8.4M
Financial Enhancement Group LLC 1.37% Reduce -0.9% 17,763 $8.3M
Marble Harbor Investment Counsel, LLC 0.96% Reduce -0.6% 17,302 $8.3M
Defined Wealth Management, LLC 5.97% Reduce -0.5% 17,275 $8.3M
Stevard, LLC 7.45% Reduce -1.2% 17,198 $8.3M
Aveo Capital Partners, LLC 0.90% Reduce -7.9% 17,566 $8.3M
Visionary Wealth Advisors 0.56% Add +0.3% 17,142 $8.2M
TD Capital Management LLC 0.88% Add +0.8% 17,139 $8.2M
First United Bank & Trust 3.05% Reduce -1.2% 17,131 $8.2M
GM Advisory Group, LLC 0.58% Add +1.4% 17,087 $8.2M
Clark Capital Management Group, Inc. 0.06% Add +5.5% 17,002 $8.2M
Lazard Asset Management LLC 0.01% Add +27.7% 16,939 $8.1M
Thoroughbred Financial Services, LLC 0.78% Reduce -19.1% 16,927 $8.1M
Autumn Glory Partners, LLC 3.93% Add +0.0% 16,697 $8.0M
Pullen Investment Management, LLC 6.78% — 16,693 $8.0M
Clifford Swan Investment Counsel LLC 0.30% Add +1.7% 16,684 $8.0M
Navis Wealth Advisors, LLC 9.61% No change 16,649 $8.0M
New England Private Wealth Advisors LLC 1.41% Reduce -4.8% 16,636 $8.0M
Csenge Advisory Group 0.45% Reduce -3.7% 16,623 $8.0M
DRW Securities, LLC 0.45% Add +602.3% 16,581 $8.0M
First Foundation Advisors 0.32% Reduce -15.6% 16,522 $7.9M
Focus Partners Advisor Solutions, LLC 0.23% Reduce -18.8% 16,466 $7.9M
Bremer Bank National Association 1.46% Add +4.8% 16,436 $7.9M
Future Financial Wealth Managment LLC 6.02% Add +25.9% 16,283 $7.8M
NavPoint Financial, Inc. 6.80% Reduce -3.6% 16,274 $7.8M
Florida Financial Advisors, LLC 5.75% Add +38.0% 16,271 $7.8M
University of Chicago 11.28% Reduce -9.0% 16,270 $7.8M
PAX Financial Group, LLC 1.56% Add +0.9% 16,202 $7.8M
Alpha Cubed Investments, LLC 0.41% Reduce -11.3% 16,168 $7.8M
N.E.W. Advisory Services LLC 0.86% Add +43.2% 16,104 $7.7M
Heritage Investors Management Corp. 0.27% Reduce -2.6% 16,065 $7.7M
Marotta Asset Management 1.59% Reduce -1.7% 16,028 $7.7M
Schear Investment Advisers, LLC 6.17% Reduce -23.0% 15,976 $7.7M
Trexquant Investment LP 0.15% Add +630.0% 15,964 $7.7M
White Lighthouse Investment Management Inc. 1.56% Add +6.3% 15,932 $7.7M
Whitaker-Myers Wealth Managers, LTD. 3.22% Reduce -13.4% 15,875 $7.6M
SOL Capital Management CO 0.96% Reduce -32.4% 15,862 $7.6M
Rockwood Wealth Management, LLC 0.97% Reduce -1.4% 15,666 $7.5M
Prosperitas Financial LLC 4.82% Add +6.6% 15,654 $7.5M
World Equity Group, Inc. 1.54% Reduce -10.0% 15,622 $7.5M
Stock Yards Bank & Trust Co. 0.25% Add +4.2% 15,583 $7.5M
ICONIQ Capital, LLC 0.13% Add +0.2% 15,520 $7.5M
Hoese & Co LLP 6.80% Reduce -1.3% 15,970 $7.5M
Pitcairn Co. 0.48% Add +324.2% 15,510 $7.5M
First Financial Bankshares Inc 0.17% Reduce -86.2% 15,430 $7.4M
Canal Capital Management, LLC 1.25% Reduce -0.7% 15,430 $7.4M
Whittier Trust Co. 0.11% Reduce -3.6% 15,390 $7.4M
AlphaStar Capital Management, LLC 0.76% Add +22.2% 15,385 $7.4M
Columbus Macro, LLC 2.79% Reduce -5.3% 15,329 $7.4M
Rothschild Investment LLC 0.53% Add +1.9% 15,320 $7.4M
Citizens Business Bank 1.53% Reduce -3.4% 15,315 $7.4M
Rockland Trust Co. 0.39% Add +34.2% 15,304 $7.4M
Cannell & Spears LLC 0.15% Add +58.6% 15,225 $7.3M
YHB Investment Advisors, Inc. 0.65% Add +7.8% 15,220 $7.3M
Embree Financial Group 1.44% Add +64.3% 15,217 $7.3M
Operose Advisors LLC 2.47% Add +17152.3% 15,182 $7.3M
CPC Advisors, LLC 1.25% Reduce -3.8% 15,160 $7.3M
Facet Wealth, Inc. 0.24% Add +15.1% 15,206 $7.2M
Prudential PLC 0.06% New 15,000 $7.2M
Midland Wealth Advisors, LLC 0.44% Reduce -2.4% 14,975 $7.2M
Sequent Asset Management, LLC 3.80% Reduce -23.6% 14,957 $7.2M
Main Street Financial Solutions, LLC 0.77% Add +224.4% 14,937 $7.2M
Greenwich Wealth Management LLC 0.56% Add +1.9% 14,724 $7.1M
FDx Advisors, Inc. 1.07% Reduce -89.5% 14,668 $7.1M
Western Wealth Management, LLC 0.55% Reduce -20.4% 14,666 $7.1M
Pinnacle Associates Ltd. 0.11% Add +5.0% 14,649 $7.0M
Smith, Moore & Co. 0.75% Add +3.5% 14,633 $7.0M
Global Financial Private Client, LLC 3.01% Add +4.4% 14,594 $7.0M
Dakota Wealth Management 0.17% Reduce -39.9% 14,460 $7.0M
AdvisorNet Financial, Inc 0.66% Reduce -69.1% 14,385 $6.9M
Mission Wealth Management, LP 0.19% Add +21.9% 14,374 $6.9M
Migdal Insurance & Financial Holdings Ltd. 0.11% Reduce -43.4% 14,362 $6.9M
Cypress Point Wealth Management, LLC 3.53% Add +43.5% 14,350 $6.9M
UMB Bank, n.a. 0.11% Reduce -0.8% 14,332 $6.9M
Ironsides Asset Advisors, LLC 2.36% Add +0.0% 14,327 $6.9M
Vision Capital Management, Inc. 1.02% Reduce -1.6% 14,249 $6.8M
Hyman Charles D 0.38% Add +1.5% 14,235 $6.8M
Private Trust Co. NA 0.74% Add +2.4% 14,220 $6.8M
Smart Money Group LLC 2.66% Reduce -8.1% 14,807 $6.8M
Bridgewealth Advisory Group, LLC 3.33% Add +1.8% 14,121 $6.8M
LaSalle St. Investment Advisors, LLC 3.79% Add +14.2% 14,420 $6.7M
DF Dent & Co. Inc. 0.08% Reduce -4.3% 14,037 $6.7M
Connable Office Inc. 0.76% Reduce -11.0% 14,017 $6.7M
Coppell Advisory Solutions Corp. 1.27% — 13,990 $6.7M
Coastline Trust Co 0.81% Add +9.8% 13,989 $6.7M
Sumitomo Mitsui Financial Group, Inc. 0.21% Reduce -4.2% 13,986 $6.7M
Vantage Financial Partners, LLC 1.81% Add +2.0% 13,972 $6.7M
Ayalon Insurance Comp Ltd. 2.22% Reduce -3.5% 13,900 $6.7M
Florida Trust Wealth Management Co 0.23% Add +0.7% 13,837 $6.7M
Stephen J. Garry & Associates, LLC 6.87% Add +18.6% 13,806 $6.6M
Essex Bank 1.92% No change 15,090 $6.6M
Benjamin F. Edwards & Company, Inc. 0.12% Add +10.9% 13,705 $6.6M
NORTHSTAR ASSET MANAGEMENT Co 1.62% Add +9.0% 13,695 $6.6M
Next Capital Management LLC 2.66% Reduce -6.9% 13,600 $6.5M
Gries Financial LLC 1.09% Add +395.9% 13,594 $6.5M
Virtu Financial LLC 0.50% Reduce -47.0% 13,591 $6.5M
Menora Mivtachim Holdings LTD. 0.05% Add +66.1% 13,585 $6.5M
Monterey Private Wealth, Inc. 2.62% Reduce -1.5% 13,569 $6.5M
Patten & Patten Inc. 0.46% Reduce -3.7% 13,564 $6.5M
Landaas & Co. /Wi 2.12% Add +2.5% 13,557 $6.5M
Salem Investment Counselors Inc. 0.21% Reduce -1.2% 13,531 $6.5M
Monetta Financial Services Inc. 5.86% No change 13,500 $6.5M
Mendel Capital Management LLC 4.29% Add +2.1% 13,488 $6.5M
Pine Valley Investments Ltd Liability Co 0.50% Reduce -7.1% 13,433 $6.5M
Chicago Capital, LLC 0.20% Add +0.4% 13,415 $6.4M
GC Wealth Management RIA, LLC 1.29% Add +115.4% 13,383 $6.4M
Modera Wealth Management, LLC 0.10% Reduce -0.9% 13,382 $6.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.20% Add +4.7% 13,345 $6.4M
Annapolis Financial Services, LLC 2.10% Reduce -6.9% 13,248 $6.4M
Hills Bank & Trust Co 0.54% Reduce -0.6% 13,211 $6.4M
C M Bidwell & Associates Ltd. 4.32% Add +0.4% 13,209 $6.3M
Coerente Capital Management 1.20% Reduce -3.6% 13,200 $6.3M
Dana Investment Advisors, Inc. 0.21% Reduce -48.4% 13,190 $6.3M
Quantinno Capital Management LP 0.14% Reduce -7.7% 13,174 $6.3M
Soundmark Wealth Management, LLC 2.81% Add +1.3% 13,156 $6.3M
Ridgecrest Wealth Partners, LLC 3.76% Reduce -0.9% 13,144 $6.3M
Collective Family Office LLC 2.05% Add +0.6% 13,141 $6.3M
Cypress Wealth Services, LLC 1.46% Reduce -1.3% 13,081 $6.3M
Asset Planning Corporation 4.59% Add +1.2% 13,071 $6.3M
Bollard Group LLC 0.19% Add +0.3% 13,055 $6.3M
Delta Wealth Advisors LLC 6.48% — 13,054 $6.3M
International Assets Investment Management, LLC 0.65% Add +10.3% 13,025 $6.3M
Private Wealth Strategies, L.L.C. 1.34% Add +0.3% 12,881 $6.2M
Uptick Partners, LLC 4.72% Reduce -9.6% 12,872 $6.2M
Private Portfolio Partners LLC 1.29% Add +7.3% 12,857 $6.2M
Flputnam Investment Management Co. 0.13% Add +3.1% 12,852 $6.2M
Smartleaf Asset Management LLC 1.19% Reduce -0.2% 12,842 $6.2M
Nicolet Bankshares Inc. 1.27% Add +6.6% 12,755 $6.1M
Oxford Financial Group, LTD. LLC 0.43% Reduce -28.7% 12,745 $6.1M
Parthenon LLC 0.78% Add +0.5% 12,718 $6.1M
Ascent Group, LLC 0.53% Reduce -1.1% 12,613 $6.1M
Newman Dignan & Sheerar, Inc. 1.61% Add +5.8% 12,539 $6.0M
Partners in Financial Planning 1.34% Add +1.3% 12,533 $6.0M
McCollum Christoferson Group LLC 1.74% Add +31.4% 12,520 $6.0M
Creative Financial Designs Inc. 0.57% Add +4.1% 12,494 $6.0M
Centurion Wealth Management LLC 2.36% Add +26.0% 12,441 $6.0M
Better Money Decisions, LLC 4.73% Add +1.4% 12,418 $6.0M
Stokes Family Office, LLC 0.75% Add +0.1% 12,417 $6.0M
GYL Financial Synergies, LLC 0.47% Reduce -17.3% 12,417 $6.0M
Discipline Wealth Solutions, LLC 5.53% Add +3.1% 12,428 $6.0M
Saiph Capital, LLC 2.77% Reduce -0.4% 12,406 $6.0M
Pallas Capital Advisors LLC 0.25% Add +0.1% 12,377 $5.9M
Breakwater Capital Group 1.49% Reduce -2.9% 12,364 $5.9M
W1M Asset Management Ltd 0.45% New 12,354 $5.9M
Safeguard Investment Advisory Group, LLC 2.02% Reduce -3.1% 12,349 $5.9M
SP Asset Management LLC 0.55% Add +0.3% 12,345 $5.9M
Crumly & Associates Inc. 1.56% Reduce -3.1% 12,305 $5.9M
Cadence Bank 0.43% Reduce -9.8% 12,297 $5.9M
Centaurus Financial, Inc. 0.41% Reduce -8.0% 12,291 $5.9M
Verus Capital Partners, LLC 0.65% Reduce -1.3% 12,286 $5.9M
Capital Investment Advisors, LLC 0.14% Add +20.0% 12,219 $5.9M
SMART Wealth LLC 2.64% Add +386.5% 12,207 $5.9M
Relyea Zuckerberg Hanson LLC 1.03% Add +6.3% 12,190 $5.9M
New York Life Investment Management LLC 0.06% New 12,124 $5.8M
D'Orazio & Associates, Inc. 0.94% No change 12,104 $5.8M
Bluesphere Advisors LLC 3.22% Add +14.4% 12,077 $5.8M
BCGM Wealth Management, LLC 2.08% Reduce -1.8% 12,061 $5.8M
Market Street Wealth Management Advisors LLC 1.02% Reduce -0.7% 12,035 $5.8M
Boston Family Office LLC 0.42% Add +18.3% 12,032 $5.8M
Wakefield Asset Management LLLP 1.98% Reduce -2.2% 11,895 $5.7M
Alera Investment Advisors, LLC 0.77% Reduce -44.0% 11,884 $5.7M
Nations Financial Group Inc, /Ia/ 0.48% Add +81.3% 11,835 $5.7M
Summit Financial Strategies, Inc. 0.79% Add +7.6% 11,734 $5.6M
Pettyjohn, Wood & White, Inc. 1.12% Add +0.6% 11,710 $5.6M
Mather Group, Llc. 0.09% Reduce -7.6% 12,875 $5.6M
O'shaughnessy Asset Management, LLC 0.06% Add +64.2% 11,673 $5.6M
Horizon Investments, LLC 0.15% Add +113.8% 11,645 $5.6M
Luminvest Wealth Management LLC 3.52% Add +0.2% 10,920 $5.6M
Warner Financial, Inc. 2.80% Add +14.3% 11,608 $5.6M
Wellington Wealth Strategies, LLC. 2.58% New 11,537 $5.5M
Luken Investment Analytics, LLC 2.80% Reduce -7.4% 11,531 $5.5M
Keating Wealth Management LLC 3.32% Add +26.1% 11,510 $5.5M
Seven Mile Advisory 4.19% Add +2.6% 11,497 $5.5M
Advocacy Wealth Management, LLC 0.48% Reduce -95.0% 11,496 $5.5M
Compound Planning, Inc. 0.51% Add +118.0% 11,477 $5.5M
BSW Wealth Partners 0.93% Add +1.1% 11,458 $5.5M
Arrowroot Family Office, LLC 3.53% Reduce -0.4% 11,451 $5.5M
GSG Advisors LLC 2.02% Reduce -9.0% 11,518 $5.5M
Masso Torrence Wealth Management Inc. 3.26% Add +3.7% 11,415 $5.5M
Bradley Foster & Sargent Inc. 0.10% Add +1.3% 11,414 $5.5M
Transcend Capital Advisors, LLC 0.44% Add +39.2% 11,411 $5.5M
HRT Financial LP 0.03% Add +246.1% 11,410 $5.5M
ARS Wealth Advisors Group, LLC 0.74% Add +2.3% 11,382 $5.5M
Tanager Wealth Management LLP 0.88% Reduce -1.4% 11,377 $5.5M
T. Rowe Price Associates Inc. 0.00% No change 11,366 $5.5M
Journey Strategic Wealth LLC 0.24% Add +11.1% 11,363 $5.5M
Flagstar Securities, Inc. 1.52% Add +10.4% 11,332 $5.4M
SteelPeak Wealth, LLC 0.28% Reduce -25.2% 11,322 $5.4M
Soltis Investment Advisors LLC 0.61% Add +24.9% 11,316 $5.4M
Moloney Securities Asset Management, LLC 0.82% Add +28.7% 11,309 $5.4M
FSC Wealth Advisors, LLC 3.81% Add +7216.9% 11,268 $5.4M
ERn Financial, LLC 0.93% Add +0.4% 11,144 $5.4M
Cozad Asset Management Inc. 0.56% Add +27.9% 11,139 $5.4M
Cohen & Steers, Inc. 0.01% Reduce -15.2% 11,132 $5.4M
Park National Corp. 0.21% Reduce -2.5% 11,111 $5.3M
Hutchens & Kramer Investment Management Group, LLC 3.15% Add +27.2% 11,102 $5.3M
Patriot Financial Group Insurance Agency, LLC 0.85% Add +17.1% 11,077 $5.3M
Searcy Financial Services Inc. 2.70% New 11,024 $5.3M
Cercano Management LLC 0.15% New 10,935 $5.3M
Long Run Wealth Advisors, LLC 1.38% Add +0.0% 10,930 $5.3M
CWA Asset Management Group, LLC 0.32% Add +7.8% 10,897 $5.2M
Hudock, Inc. 1.15% Add +3.1% 10,878 $5.2M
Family Wealth Partners, LLC 2.96% Reduce -11.7% 10,872 $5.2M
Waller Financial Planning Group, Inc. 1.38% Reduce -0.9% 10,786 $5.2M
Waterfront Wealth Inc. 1.45% Reduce -2.6% 11,141 $5.2M
WealthCare Investment Partners, LLC 2.50% Reduce -3.5% 10,771 $5.2M
Keystone Wealth Services, LLC 1.68% Reduce -3.5% 10,747 $5.2M
Kinloch Capital, LLC 2.65% Add +13.9% 10,722 $5.2M
Allie Family Office LLC 3.03% No change 10,690 $5.1M
Cutter & CO Brokerage, Inc. 1.26% Add +8.7% 10,676 $5.1M
Lanark Financial, Inc. 0.48% Add +8.1% 10,442 $5.1M
Northstar Advisory Group, LLC 3.10% Add +12.4% 10,700 $5.1M
Certified Advisory Corp 0.71% Add +40.4% 10,630 $5.1M
Modus Advisors, LLC 1.88% Reduce -19.0% 10,560 $5.1M
Orrstown Financial Services Inc. 2.82% New 10,546 $5.1M
Saxon Interests, Inc. 2.41% Reduce -11.4% 10,528 $5.1M
Glass Jacobson Investment Advisors llc 1.90% Add +7.3% 10,528 $5.1M
Detalus Advisors, LLC 1.80% Reduce -0.0% 10,527 $5.1M
Wiser Advisor Group LLC 7.91% Add +0.6% 10,497 $5.0M
Stegner Investment Associates Inc. 3.69% No change 10,472 $5.0M
Mattern Capital Management, LLC 0.68% No change 10,471 $5.0M
McDonald Partners LLC 1.38% No change 10,440 $5.0M
Canvas Wealth Advisors, LLC 1.68% Reduce -5.7% 10,889 $5.0M
Triasima Portfolio Management inc. 0.42% Reduce -1.9% 10,399 $5.0M
KFA Private Wealth Group, LLC 1.55% Add +29.7% 10,392 $5.0M
Independent Family Office, LLC 2.68% Add +4.5% 10,374 $5.0M
Sigma Investment Counselors Inc. 0.32% Add +3.1% 10,325 $5.0M
Trust Co. of Vermont 0.27% Add +6.3% 10,261 $4.9M
West Michigan Advisors, LLC 1.60% Add +10.3% 10,219 $4.9M
Jacobi Capital Management LLC 0.45% Reduce -0.2% 10,211 $4.9M
Hoxton Planning & Management, LLC 2.34% Reduce -3.2% 10,165 $4.9M
Kiely Wealth Advisory Group, Inc. 2.78% Add +8.0% 10,416 $4.9M
Trust Point Inc. 0.38% Add +0.4% 10,159 $4.9M
Bank of New Hampshire 1.28% Add +0.6% 10,152 $4.9M
Beacon Capital Management, LLC 1.00% Reduce -4.2% 10,126 $4.9M
Rockbridge Investment Management, LCC 0.71% Add +0.9% 10,086 $4.8M
Peregrine Asset Advisers, Inc. 1.94% Add +1.0% 10,085 $4.8M
Fermata Advisors, LLC 1.09% Reduce -9.3% 10,047 $4.8M
Evernest Financial Advisors, LLC 2.29% Reduce -8.6% 10,608 $4.8M
Gouws Capital LLC 3.65% Reduce -0.9% 10,030 $4.8M
American Investment Services, Inc. 0.85% Add +4.8% 10,000 $4.8M
Gradient Capital Advisors, LLC 1.76% Reduce -15.7% 9,979 $4.8M
Arista Wealth Management, LLC 3.64% Add +8.1% 9,928 $4.8M
Qube Research & Technologies Ltd 0.01% Add +79.4% 9,907 $4.8M
Trinity Financial Advisors LLC 2.13% Reduce -0.2% 9,859 $4.7M
Traynor Capital Management, Inc. 0.45% Add +12.8% 9,774 $4.7M
Trust Co. of Oklahoma 1.67% Reduce -1.0% 9,765 $4.7M
SeaCrest Wealth Management, LLC 0.57% Add +5.2% 9,714 $4.7M
Douglass Winthrop Advisors, LLC 0.10% Add +100.3% 9,634 $4.6M
Vernal Point Advisors, LLC 3.96% Add +76.9% 9,628 $4.6M
Raffa Wealth Management, LLC 1.37% Add +11.9% 9,563 $4.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Reduce -1.7% 9,538 $4.6M
Anchor Investment Management, LLC 0.48% Reduce -5.5% 9,535 $4.6M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -2.2% 9,514 $4.6M
Pegasus Partners Ltd. 0.48% No change 9,503 $4.6M
First National Advisers, LLC 1.02% Add +8.7% 9,503 $4.6M
Advisors Capital Management, LLC 0.08% Reduce -29.3% 9,502 $4.6M
West Bancorporation Inc. 3.00% Reduce -0.1% 9,491 $4.6M
Werba Rubin Papier Wealth Management 1.32% Add +7.6% 9,456 $4.5M
Cambridge Trust Co. 0.17% Add +41.7% 9,448 $4.5M
Mitchell Sinkler & Starr 1.14% Add +1.9% 9,446 $4.5M
25 LLC 2.21% Reduce -6.4% 9,400 $4.5M
L.M. Kohn & Company 1.27% Add +24.3% 9,373 $4.5M
Heritage Trust Co 0.60% Reduce -23.6% 9,372 $4.5M
Waters Parkerson & Co., LLC 0.23% Add +14.0% 9,354 $4.5M
Spirepoint Private Client, LLC 0.68% — 9,351 $4.5M
Nwam LLC 0.36% Reduce -15.8% 9,395 $4.5M
Lake Street Private Wealth, LLC 0.62% Add +0.2% 9,290 $4.5M
ICW Investment Advisors LLC 1.99% Add +4.8% 9,290 $4.5M
ZWJ Investment Counsel Inc. 0.20% Reduce -3.1% 9,289 $4.5M
Flow Traders U.S. LLC 0.24% Reduce -72.3% 9,269 $4.5M
Ariston Services Group 4.26% Reduce -0.5% 9,263 $4.5M
Bfsg, LLC 0.59% Add +7.0% 9,261 $4.5M
Well Done, LLC 0.87% Reduce -35.9% 9,206 $4.4M
Vista Capital Partners, Inc. 0.55% Add +4.4% 9,188 $4.4M
Blue Edge Capital, LLC 0.74% Add +2.0% 9,310 $4.4M
Private Advisory Group LLC 0.62% Reduce -6.9% 9,064 $4.4M
Liberty Wealth Management LLC 0.85% Add +208.0% 9,043 $4.3M
Pinnacle Wealth Management Advisory Group, LLC 0.47% Add +1.6% 9,026 $4.3M
Axxcess Wealth Management, LLC 0.12% Add +12.1% 9,023 $4.3M
Xcel Wealth Management, LLC 1.36% Add +17.1% 8,994 $4.3M
Arthur M. Cohen & Associates, LLC 0.91% Add +6.8% 8,988 $4.3M
SRH Advisors, LLC 1.37% Reduce -0.1% 8,978 $4.3M
Blue Bell Private Wealth Management, LLC 0.92% Reduce -26.7% 8,945 $4.3M
Mackenzie Financial Corp. 0.01% Reduce -1.5% 8,938 $4.3M
Sax Wealth Advisors, LLC 0.50% Add +43.0% 8,936 $4.3M
JTC Employer Solutions Trustee Ltd 0.27% Reduce -8.1% 8,837 $4.2M
Debussy Capital Management LP 1.24% Reduce -0.6% 8,868 $4.2M
First National Corp. /Ma/ 1.04% No change 9,710 $4.2M
Fiduciary Family Office, LLC 1.65% Reduce -65.4% 8,766 $4.2M
First American Trust, FSB 0.44% Reduce -18.2% 8,765 $4.2M
Tyche Wealth Partners LLC 1.03% Reduce -17.9% 8,751 $4.2M
Silvercrest Asset Management Group LLC 0.03% Add +22.3% 8,724 $4.2M
Sovereign Financial Group, Inc. 1.11% Reduce -6.6% 8,718 $4.2M
Oarsman Capital, Inc. 1.00% Reduce -18.8% 8,697 $4.2M
Advisory Alpha, LLC 0.17% Add +1.8% 8,670 $4.2M
Ledgewood Wealth Advisors, LLC 3.87% Reduce -0.4% 8,670 $4.2M
D.B. Root & Company, LLC 1.41% Add +3.6% 8,661 $4.2M
Cullinan Associates Inc. 0.23% Reduce -22.9% 8,641 $4.2M
Principal Securities, Inc. 0.13% Add +16.4% 8,603 $4.1M
John G Ullman & Associates Inc. 0.63% Reduce -2.6% 8,552 $4.1M
Harel Insurance Investments & Financial Services Ltd. 0.08% Reduce -46.4% 8,590 $4.1M
EPIQ Capital Group, LLC 1.63% Add +10.8% 8,511 $4.1M
BTC Capital Management, Inc. 0.37% — 8,500 $4.1M
FineMark National Bank & Trust 0.15% Reduce -0.9% 8,495 $4.1M
Becker Capital Management Inc. 0.14% Add +20.2% 8,493 $4.1M
Syon Capital LLC 0.38% Reduce -3.8% 8,455 $4.1M
Lindbrook Capital, LLC 0.38% Add +1.2% 8,440 $4.1M
Klingman & Associates, LLC 0.29% Reduce -1.4% 8,437 $4.1M
Phillips Wealth Planners LLC 4.65% Reduce -4.0% 8,744 $4.0M
SignalPoint Asset Management, LLC 1.11% Add +37.3% 8,436 $4.0M
Brooks, Moore & Associates, Inc. 2.59% Reduce -0.3% 8,408 $4.0M
TFO Wealth Partners, LLC 0.78% Add +0.3% 8,399 $4.0M
RKL Wealth Management LLC 0.40% Add +2.9% 8,362 $4.0M
Welch Group, LLC 0.20% Reduce -58.8% 8,361 $4.0M
First Pacific Financial 1.12% Reduce -20.6% 8,350 $4.0M
Capital Wealth Management, LLC 1.91% Reduce -3.0% 8,292 $4.0M
Whalerock Point Partners, LLC 1.13% Add +4.4% 8,291 $4.0M
Frisch Financial Group, Inc. 1.32% Add +0.1% 8,291 $4.0M
ICA Group Wealth Management, LLC 0.80% Reduce -16.1% 8,284 $4.0M
Ignite Planners, LLC 1.11% Reduce -22.3% 8,289 $4.0M
Callan Family Office, LLC 0.93% Reduce -2.0% 8,274 $4.0M
Palisade Asset Management, LLC 0.39% Reduce -0.1% 8,232 $4.0M
Fsa Wealth Partners, Inc. 0.98% Add +7.9% 8,222 $4.0M
Full Sail Capital, LLC 0.28% Reduce -2.2% 8,205 $3.9M
Fonville Wealth Management LLC 1.74% Add +7.8% 8,183 $3.9M
Clarity Capital Advisors, LLC 3.14% Add +16.3% 8,178 $3.9M
Clear Creek Financial Management, LLC 0.50% Add +10.3% 8,161 $3.9M
Merriman Wealth Management, LLC 0.17% Reduce -0.1% 8,160 $3.9M
Ami Investment Management Inc. 1.42% Reduce -1.4% 8,143 $3.9M
Root Financial Partners, LLC 1.16% Add +383.3% 8,134 $3.9M
Boyd Watterson Asset Management LLC 1.42% No change 8,097 $3.9M
Peak Asset Management, LLC 0.77% Add +13.6% 8,072 $3.9M
Louisbourg Investments Inc. 1.07% Add +5.3% 8,037 $3.9M
Fairfax Financial Holdings 0.31% Reduce -80.0% 8,000 $3.8M
Truepoint, Inc. 0.11% Reduce -63.0% 7,965 $3.8M
ProVise Management Group, LLC 0.33% Reduce -37.1% 7,944 $3.8M
FAS Wealth Partners, Inc. 0.34% Add +1.1% 7,932 $3.8M
Bensler, LLC 0.55% Add +0.2% 7,931 $3.8M
Primoris Wealth Advisors, LLC 3.04% Add +6.5% 7,861 $3.8M
New Covenant Trust Company, N.A. 3.76% — 7,831 $3.8M
Panoramic Investment Advisors, LLC 2.77% Add +1.5% 7,823 $3.8M
Continuum Advisory, LLC 0.56% Reduce -29.1% 7,852 $3.8M
CFM Wealth Partners LLC 0.75% Add +2.4% 7,809 $3.8M
Legacy Financial Strategies, LLC 0.96% Reduce -3.5% 7,750 $3.7M
Avity Investment Management Inc. 0.31% Add +0.4% 7,731 $3.7M
Fee-Only Financial Planning, L.C. 2.50% Reduce -1.1% 7,706 $3.7M
Independence Bank of Kentucky 1.11% Reduce -41.1% 7,683 $3.7M
Strategies Wealth Advisors, LLC 0.57% Add +81.8% 7,673 $3.7M
Global Strategic Investment Solutions, LLC 0.43% Add +0.1% 7,606 $3.7M
1900 Wealth Management LLC 0.33% Add +7.6% 7,598 $3.7M
Prepared Retirement Institute LLC 2.72% Reduce -10.0% 7,593 $3.6M
Ridgewood Investments LLC 1.93% Add +1.2% 7,581 $3.6M
Tower Research Capital LLC (TRC) 0.09% Reduce -48.3% 7,570 $3.6M
Fort Sheridan Advisors LLC 0.68% Add +11.7% 7,552 $3.6M
Cobblestone Capital Advisors LLC 0.23% Reduce -4.0% 7,539 $3.6M
Bank of Marin 3.18% Reduce -10.3% 7,516 $3.6M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -23.6% 7,514 $3.6M
Fi3 FINANCIAL ADVISORS, LLC 1.66% Reduce -18.9% 7,669 $3.6M
Adapt Wealth Advisors, LLC 2.56% — 7,495 $3.6M
Christensen, King & Associates Investment Services, Inc. 1.80% Add +0.2% 7,491 $3.6M
Townsend Asset Management Corp. /NC/ 1.43% Add +937.5% 7,480 $3.6M
Edmond DE Rothschild Holding S.A. 0.06% Add +17.6% 7,470 $3.6M
First City Capital Management, Inc. 1.98% Add +27.3% 7,442 $3.6M
Phoenix Financial Ltd. 0.05% Add +19.9% 7,421 $3.6M
Symphony Financial, Ltd. Co. 0.83% Reduce -0.2% 7,402 $3.6M
Sage Capital Advisors,llc 1.03% Add +0.1% 7,383 $3.5M
Family Investment Center, Inc. 1.14% Reduce -3.7% 7,354 $3.5M
Berkshire Money Management, Inc. 0.43% Reduce -33.5% 7,345 $3.5M
Leo Wealth, LLC 0.36% Add +23.0% 7,345 $3.5M
Headinvest, LLC 0.68% Add +59.9% 7,284 $3.5M
Security National Bank 0.53% Reduce -4.3% 7,278 $3.5M
Jackson, Grant Investment Advisers, Inc. 1.43% Reduce -0.3% 7,249 $3.5M
Guidance Capital, Inc. 1.28% New 7,514 $3.5M
Legacy Edge Advisors, LLC 0.72% Add +8.4% 7,221 $3.5M
Single Point Partners, LLC 0.81% Add +2.5% 7,209 $3.5M
Bristlecone Advisors, LLC 0.30% Add +0.0% 7,190 $3.5M
Bath Savings Trust Co 0.37% Add +18.8% 7,159 $3.4M
MorganRosel Wealth Management, LLC 1.22% Add +14.5% 7,137 $3.4M
FOCUS Wealth Advisors, LLC 1.83% Add +1.4% 7,117 $3.4M
Stage Harbor Financial, LLC 3.11% Reduce -0.6% 7,109 $3.4M
Cedar Brook Financial Partners, LLC 0.67% Add +1.6% 7,079 $3.4M
Global Assets Advisory, LLC 2.05% New 7,087 $3.4M
Auour Investments LLC 1.25% Reduce -8.2% 7,054 $3.4M
Mayflower Financial Advisors, LLC 0.57% Reduce -15.1% 7,049 $3.4M
Essex Financial Services, Inc. 0.31% Add +7.0% 7,048 $3.4M
Warwick Investment Management, Inc. 0.81% Reduce -3.6% 7,011 $3.4M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -18.8% 7,000 $3.4M
Rf&l Wealth Management, LLC 2.59% Add +10.5% 6,986 $3.4M
Tactive Advisors, LLC 1.78% Reduce -48.6% 6,963 $3.3M
Bryn Mawr Trust Advisors, LLC 0.19% Reduce -4.5% 6,960 $3.3M
Asset Dedication, LLC 0.25% Reduce -0.5% 6,956 $3.3M
Concentric Wealth Management, LLC 0.88% Add +0.7% 6,898 $3.3M
Capasso Planning Partners LLC 1.37% Add +5.3% 6,889 $3.3M
Goodwin Investment Advisory 1.55% Reduce -4.5% 6,850 $3.3M
Orser Capital Management, LLC 3.09% Add +269.1% 6,846 $3.3M
Guild Investment Management, Inc. 4.19% New 6,825 $3.3M
Biltmore Family Office, LLC 0.65% No change 6,824 $3.3M
Integrated Investment Consultants, LLC 0.90% Add +0.1% 6,821 $3.3M
Capital Planning Advisors, LLC 0.57% Add +14.5% 6,807 $3.3M
Prostatis Group LLC 1.23% Reduce -47.4% 6,740 $3.2M
RW Investment Management LLC 0.45% Reduce -14.5% 6,707 $3.2M
Magnus Financial Group LLC 0.39% Add +34.3% 6,705 $3.2M
M3 Advisory Group, LLC 2.91% Add +12.5% 6,687 $3.2M
First Heartland Consultants, Inc. 0.33% Add +1.4% 6,669 $3.2M
Keebeck Wealth Management 0.47% Add +0.4% 6,663 $3.2M
Advisory Research Inc. 0.64% No change 6,654 $3.2M
Childress Capital Advisors, LLC 0.93% Reduce -1.5% 6,638 $3.2M
Circle Wealth Management, LLC 0.08% Add +3.7% 6,627 $3.2M
Sheaff Brock Investment Advisors, LLC 0.25% Add +3.9% 6,620 $3.2M
McAdam, LLC 0.20% Add +21.1% 6,616 $3.2M
Brooklyn FI, LLC 1.30% Add +8.2% 6,601 $3.2M
Calamos Wealth Management LLC 0.18% Add +2.7% 6,592 $3.2M
Aspen Grove Capital, LLC 0.89% No change 6,555 $3.2M
Obsidian Cio, LLC 0.77% Add +3.1% 6,538 $3.1M
BLB&B Advisors, LLC 0.18% Reduce -0.2% 6,507 $3.1M
Safeguard Financial, LLC 1.02% Reduce -7.1% 6,505 $3.1M
Signal Advisors Wealth, LLC 0.77% Add +43.1% 6,416 $3.1M
Arvest Trust Co. N A 0.17% Reduce -54.9% 6,408 $3.1M
Consultiva Wealth Management, Corp. 28.82% — 6,401 $3.1M
Ausdal Financial Partners, Inc. 0.36% Add +6.4% 6,401 $3.1M
Tiger Management L.L.C. 100.00% New 6,400 $3.1M
PFG Investments, LLC 0.19% Add +123.1% 6,384 $3.1M
KPP Advisory Services LLC 0.84% Add +80.4% 6,378 $3.1M
Allen Mooney & Barnes Investment Advisors LLC 0.59% Add +1.5% 6,422 $3.1M
Derbend Asset Management 1.50% Add +53.1% 6,340 $3.0M
Clarkston Capital Partners, LLC 0.05% Reduce -10.1% 6,310 $3.0M
Avondale Wealth Management 2.11% Reduce -17.0% 6,276 $3.0M
Viewpoint Investment Partners Corp. 2.31% No change 6,272 $3.0M
Ewa, LLC 1.35% Reduce -5.6% 6,271 $3.0M
LRI Investments, LLC 0.76% — 6,234 $3.0M
Cooper/Haims Advisors, LLC 1.74% Add +32.0% 6,227 $3.0M
Sawyer & Company, Inc 1.19% Add +15.5% 6,208 $3.0M
Rebalance, LLC 0.24% Reduce -0.5% 6,190 $3.0M
Stanley-Laman Group, Ltd. 0.38% Add +1.2% 6,187 $3.0M
Summit Global Investments 0.22% Reduce -6.7% 6,185 $3.0M
1776 Wealth LLC 1.40% No change 6,175 $3.0M
Wealthstream Advisors, Inc. 1.12% Add +0.0% 6,162 $3.0M
Guardian Capital Advisors LP 0.32% No change 6,438 $3.0M
Members Advisory Group LLC 1.67% Reduce -0.3% 6,144 $3.0M
Cora Capital Advisors LLC 1.57% Reduce -0.3% 6,131 $2.9M
Quadrant Capital Group LLC 0.23% Reduce -19.3% 6,127 $2.9M
MIdWestOne Financial Group, Inc. 0.53% Reduce -36.2% 6,103 $2.9M
Black Swift Group, LLC 0.75% Add +8.9% 6,346 $2.9M
Ingalls & Snyder LLC 0.13% Reduce -1.9% 6,068 $2.9M
Foster Dykema Cabot & Partners, LLC 0.27% No change 6,056 $2.9M
Stratos Investment Management, LLC 0.28% Add +5.8% 6,039 $2.9M
TCI Wealth Advisors, Inc. 0.29% Add +24.7% 6,031 $2.9M
Moors & Cabot, Inc. 0.16% Add +5.1% 6,030 $2.9M
DGS Capital Management, LLC 0.82% Add +19.4% 6,030 $2.9M
Forum Financial Management, LP 0.05% Add +12.0% 6,018 $2.9M
NBT Bank, N.A. 0.21% Reduce -1.6% 6,011 $2.9M
True North Advisors, LLC 0.80% New 6,009 $2.9M
Financial Advocates Investment Management 0.17% Add +1.6% 6,417 $2.9M
Occidental Asset Management, LLC 0.54% Add +7.1% 5,973 $2.9M
PACK Private Wealth, LLC 1.78% Add +0.1% 5,909 $2.8M
First PREMIER Bank 0.75% Add +5.1% 5,899 $2.8M
Agate Pass Investment Management, LLC 1.52% Add +23.2% 5,889 $2.8M
Syntrinsic LLC 0.94% Add +10.5% 5,862 $2.8M
Carmichael Hill & Associates, Inc. 1.16% Add +15.7% 5,861 $2.8M
Barnes Pettey Financial Advisors, LLC 2.43% Reduce -18.0% 5,840 $2.8M
Hemington Wealth Management 1.02% No change 5,828 $2.8M
Ellis Investment Partners, LLC 0.61% Add +10.7% 5,825 $2.8M
Kingswood Wealth Advisors, LLC 0.32% Reduce -12.1% 5,811 $2.8M
Procyon Advisors, LLC 0.22% Add +22.8% 5,781 $2.8M
USAdvisors Wealth Management, LLC 1.05% Add +846.9% 5,776 $2.8M
Yarger Wealth Strategies, LLC 1.89% Add +9.3% 5,764 $2.8M
Financial Perspectives, Inc 1.05% Add +1.2% 5,757 $2.8M
Compass Advisory Group LLC 1.22% Reduce -0.7% 5,755 $2.8M
Ironwood Investment Counsel, LLC 0.48% Add +5.0% 5,748 $2.8M
Faithward Advisors, LLC 0.50% Add +7.7% 5,747 $2.8M
Bordeaux Wealth Advisors LLC 0.92% Add +1.0% 5,737 $2.8M
Consilio Wealth Advisors, LLC 1.28% Add +0.2% 5,666 $2.7M
Kornitzer Capital Management Inc. 0.05% Reduce -3.5% 5,647 $2.7M
Victory Financial Group, LLC 1.60% Reduce -8.0% 5,640 $2.7M
Cedar Wealth Management, LLC 0.89% Add +35.2% 5,639 $2.7M
Apella Capital, LLC 0.14% Add +20.3% 5,669 $2.7M
Arcadia Wealth Management, LLC 1.66% Reduce -4.3% 5,705 $2.7M
Howard Wealth Management, LLC 2.19% Add +4.5% 5,598 $2.7M
Seamount Financial Group Inc. 2.35% Add +2.6% 5,581 $2.7M
Berkeley, Inc 1.62% Reduce -1.5% 5,580 $2.7M
Sunpointe, LLC 2.98% Reduce -0.4% 5,574 $2.7M
Paragon Private Wealth Management, LLC 1.59% Add +10.8% 5,567 $2.7M
Gotham Asset Management 0.04% Reduce -22.6% 5,550 $2.7M
Robinson Smith Wealth Advisors LLC 2.56% Add +0.0% 5,542 $2.7M
Leelyn Smith, LLC 0.53% Add +66.2% 5,513 $2.7M
Financial Engines Advisors L.L.C. 0.01% Add +28.4% 5,494 $2.6M
Tranquility Partners, LLC 1.02% Reduce -3.9% 5,493 $2.6M
DBK Financial Counsel, LLC 2.75% Reduce -0.3% 5,453 $2.6M
Signaturefd, LLC 0.06% Reduce -5.0% 5,443 $2.6M
Richardson Financial Services Inc. 1.84% Add +179.5% 5,436 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.14% Add +14.8% 5,433 $2.6M
Forthright Family Wealth Advisory LLC 1.75% Add +10.8% 5,413 $2.6M
PDS Planning, Inc 0.27% Add +14.6% 5,412 $2.6M
Lion Street Advisors, LLC 1.06% No change 5,951 $2.6M
Walled Lake Planning & Wealth Management, LLC 1.06% Add +8.4% 5,393 $2.6M
Chilton Capital Management LLC 0.12% Reduce -39.6% 5,365 $2.6M
Independent Wealth Network Inc. 1.21% Add +1.9% 5,354 $2.6M
Clarity Capital Partners LLC 1.69% Add +10.5% 5,338 $2.6M
PGIM Custom Harvest LLC 0.06% Add +339.7% 5,338 $2.6M
Watts Gwilliam & Co., LLC 0.79% — 5,320 $2.6M
Grant/GrossMendelsohn, LLC 1.19% Add +15.2% 5,351 $2.6M
Optimist Retirement Group LLC 1.31% Reduce -3.0% 5,302 $2.5M
Old Mission Capital LLC 0.06% New 5,300 $2.5M
Waddell & Associates, LLC 0.34% Add +3.5% 5,270 $2.5M
Tortoise Investment Management, LLC 0.31% Add +1.3% 5,236 $2.5M
Bell Investment Advisors, Inc 0.49% Reduce -0.9% 5,211 $2.5M
Arrien Investments, Inc. 1.97% Add +1.9% 5,201 $2.5M
Accredited Investors Inc. 0.16% Add +1.3% 5,183 $2.5M
Badgley Phelps Wealth Managers, LLC 0.06% Add +1.2% 5,168 $2.5M
Long Island Wealth Management, Inc. 1.75% Add +0.0% 5,158 $2.5M
Raymond James Trust Co. of NH 24.64% Reduce -11.9% 5,155 $2.5M
Financial Council, LLC 1.46% New 5,152 $2.5M
Principle Wealth Partners LLC 0.19% Reduce -1.2% 5,147 $2.5M
Mechanics Bank Trust Department 0.36% Add +433.6% 5,144 $2.5M
Zacks Investment Management 0.03% Reduce -25.0% 5,139 $2.5M
Gallacher Capital Management LLC 1.25% Add +3.8% 5,094 $2.4M
DB Fitzpatrick & Co, Inc 2.24% Reduce -11.6% 5,075 $2.4M
Hanover Advisors Inc. 1.02% Add +138.7% 5,042 $2.4M
JT Stratford LLC 0.48% Add +6.3% 5,011 $2.4M
Monograph Wealth Advisors, LLC 0.35% Reduce -21.1% 4,984 $2.4M
Hubbell Strickland Wealth Management, LLC 1.21% Add +0.1% 4,964 $2.4M
Accel Wealth Management 1.01% Add +38.7% 4,943 $2.4M
Jaffetilchin Investment Partners, LLC 0.21% Add +2.3% 4,943 $2.4M
Aspire Wealth Management Corp 1.43% Add +17.2% 4,942 $2.4M
Texas Yale Capital Corp. 0.11% Add +0.2% 4,937 $2.4M
Cherry Creek Investment Advisors, Inc. 1.28% Reduce -5.3% 4,902 $2.4M
Performance Wealth Partners, LLC 0.10% No change 4,886 $2.3M
Cambridge Capital Management, LLC 1.84% Add +18.0% 4,879 $2.3M
Values Added Financial LLC 1.82% Reduce -0.2% 4,867 $2.3M
Slagle Financial, LLC 1.26% Reduce -53.5% 4,849 $2.3M
Winthrop Advisory Group LLC 0.34% Reduce -13.1% 4,841 $2.3M
Stockman Wealth Management, Inc. 0.41% Add +2.5% 4,809 $2.3M
Penobscot Wealth Management 1.46% Add +4.5% 4,800 $2.3M
Valued Retirements, Inc. 3.69% Add +0.1% 4,801 $2.3M
Verus Financial Partners, Inc. 0.27% Add +4.8% 4,760 $2.3M
Fiduciary Counselling Inc. 6.22% No change 4,736 $2.3M
Archer Investment Corp 0.69% Add +10.4% 4,730 $2.3M
Tradition Wealth Management, LLC 0.23% Reduce -3.6% 4,715 $2.3M
Mascoma Wealth Management LLC 0.64% Add +0.0% 4,712 $2.3M
Harbour Investment Management LLC 1.06% Add +65.7% 4,692 $2.3M
Grey Street Capital, LLC 0.30% New 4,683 $2.3M
Planning Capital Management Corp 1.64% Add +0.1% 4,683 $2.3M
Olde Wealth Management, LLC 1.06% Add +1.4% 4,729 $2.2M
Violich Capital Management, Inc. 0.32% Add +22.3% 4,665 $2.2M
Bill Few Associates, Inc. 0.91% Add +21.6% 4,661 $2.2M
Asset Advisors Investment Management, LLC 0.25% Add +0.8% 4,645 $2.2M
Thompson Davis & Co., Inc. 1.51% Add +2.9% 4,637 $2.2M
Wellspring Financial Advisors, LLC 0.35% Add +0.7% 4,633 $2.2M
Quadcap Wealth Management, LLC 0.51% Add +10.8% 4,627 $2.2M
Cascade Financial Partners, LLC 0.32% — 4,717 $2.2M
Montecito Bank & Trust 0.44% Reduce -1.9% 4,606 $2.2M
Myecfo, LLC 1.30% Reduce -0.3% 4,604 $2.2M
Bakala Capital LLC 19.00% Add +97.5% 4,595 $2.2M
XR Securities LLC 0.65% New 4,594 $2.2M
Horan Capital Advisors, LLC. 0.79% Reduce -0.9% 4,593 $2.2M
Martel Wealth Advisors LLC 0.48% Reduce -7.9% 4,591 $2.2M
LongView Wealth Management 0.87% Add +13.8% 4,588 $2.2M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -75.4% 4,575 $2.2M
Terra Nova Asset Management LLC 1.75% Add +1.3% 4,561 $2.2M
Hassell Wealth Management, LLC 1.39% New 4,711 $2.2M
Columbia Asset Management 0.44% No change 25,577 $2.2M
Cornerstone Wealth Management, LLC 0.18% Add +6.8% 4,530 $2.2M
Patriot Investment Management Group, Inc. 0.17% Add +1.3% 4,526 $2.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 4,520 $2.2M
Staley Capital Advisers Inc. 0.10% Reduce -0.6% 4,518 $2.2M
Cidel Asset Management Inc. 0.17% Reduce -6.8% 4,506 $2.2M
PCA Investment Advisory Services Inc. 1.22% Add +1.5% 4,498 $2.2M
Sfmg, LLC 0.19% Add +3.4% 4,498 $2.2M
Retirement Income Solutions, Inc. 0.49% Add +8.5% 4,496 $2.2M
Weaver Consulting Group 0.79% Add +0.1% 4,461 $2.1M
Taylor Hoffman Wealth Management 0.91% Reduce -2.6% 4,454 $2.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.90% Add +26.3% 4,618 $2.1M
Planning Alternatives Ltd. 0.35% Add +0.3% 4,432 $2.1M
Cove Private Wealth, LLC 1.87% No change 4,432 $2.1M
GHP Investment Advisors, Inc. 0.11% Add +2.4% 4,417 $2.1M
Roble, Belko & Company, Inc 0.36% Add +0.4% 4,416 $2.1M
Silver Oak Securities, Incorporated 0.32% Add +40.9% 4,410 $2.1M
Welch & Forbes LLC 0.03% Reduce -8.1% 4,410 $2.1M
Kitching Partners, LLC 4.02% Add +0.1% 4,401 $2.1M
Woodmont Investment Counsel LLC 0.18% Reduce -0.5% 4,395 $2.1M
Ritholtz Wealth Management 0.07% Add +10.8% 4,390 $2.1M
Saxony Capital Management, LLC 2.54% Add +15.3% 4,377 $2.1M
WMG Financial Advisors, LLC 1.20% No change 4,374 $2.1M
Naviter Wealth, LLC 0.34% Add +59.3% 4,369 $2.1M
9258 Wealth Management, LLC 0.32% Add +1.3% 4,331 $2.1M
Harfst & Associates, Inc. 0.49% Add +0.6% 4,330 $2.1M
SkyOak Wealth, LLC 0.50% Add +2.6% 4,316 $2.1M
Capital Investment Counsel, LLC 0.44% Add +27.8% 4,310 $2.1M
Pine Haven Investment Counsel, Inc 1.82% Reduce -10.3% 4,301 $2.1M
Provenance Wealth Advisors, LLC 0.29% Add +0.3% 4,301 $2.1M
Private Client Services, LLC 1.39% Reduce -1.9% 4,297 $2.1M
Perennial Investment Advisors, LLC 0.31% Add +3.1% 4,277 $2.1M
Revolve Wealth Partners, LLC 0.35% Add +2.4% 4,252 $2.0M
TAP Consulting, LLC 0.45% Reduce -0.2% 4,251 $2.0M
Freedom Investment Management, Inc. 0.16% Add +201.6% 4,244 $2.0M
Aries Wealth Management 0.66% Add +2.8% 4,234 $2.0M
Second Line Capital, LLC 0.66% Add +21.6% 4,216 $2.0M
Everhart Financial Group, Inc. 0.59% Add +16.7% 4,215 $2.0M
WMS Partners, LLC 0.14% Reduce -0.1% 4,211 $2.0M
Capital Management Associates 2.40% Reduce -5.8% 4,198 $2.0M
Black Diamond Financial, LLC 0.55% No change 4,616 $2.0M
Zullo Investment Group, Inc. 0.94% No change 4,191 $2.0M
Teamwork Financial Advisors, LLC 0.31% Add +2.3% 4,178 $2.0M
E&G Advisors, LLC 0.63% Add +1.4% 4,171 $2.0M
Sound Income Strategies, LLC 0.15% Add +25.8% 4,166 $2.0M
Investment Advisory Group, LLC 0.83% Add +7.4% 4,159 $2.0M
Burt Wealth Advisors 0.51% No change 4,157 $2.0M
Culbertson A N & Co. Inc. 0.34% Add +0.1% 4,156 $2.0M
Sanctuary Wealth Management, L.L.C. 1.63% Add +767.4% 4,155 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.26% Add +18.8% 4,144 $2.0M
Veery Capital, LLC 0.82% Add +1.3% 4,142 $2.0M
WBH Advisory Inc. 0.20% Add +0.1% 4,142 $2.0M
LifeGuide Financial Advisors, LLC 0.99% Add +2.8% 4,102 $2.0M
Apeiron RIA LLC 0.57% Add +1.1% 4,095 $2.0M
S.A. Mason LLC 1.18% Add +10.1% 4,086 $2.0M
CRA Financial Services, LLC 0.43% Add +102.0% 4,086 $2.0M
HTG Investment Advisors, Inc. 1.13% No change 4,072 $2.0M
Davis R M Inc. 0.04% Reduce -3.6% 4,066 $2.0M
Sonora Investment Management Group, LLC 0.15% Add +1.3% 4,061 $2.0M
Ensign Peak Advisors, Inc 0.00% New 4,053 $1.9M
Peoples Bank 1.52% Reduce -3.6% 4,043 $1.9M
McKinley Carter Wealth Services, Inc. 0.13% Add +1.5% 4,038 $1.9M
Aerodigm Wealth, LLC 0.78% Add +221.2% 4,009 $1.9M
GW Henssler & Associates Ltd. 0.11% No change 4,004 $1.9M
Curi Capital, LLC 0.04% Reduce -0.3% 4,003 $1.9M
Copperleaf Capital, LLC 1.66% Reduce -15.5% 3,982 $1.9M
Von Berge Wealth Management Group, LLC 1.23% Add +15.6% 3,973 $1.9M
Drive Wealth Management, LLC 0.53% Reduce -1.3% 3,972 $1.9M
Aaron Wealth Advisors LLC 0.27% Reduce -1.2% 3,964 $1.9M
First Interstate Bank 0.13% Reduce -0.5% 3,944 $1.9M
Index Fund Advisors, Inc. 0.10% Add +103.6% 3,920 $1.9M
WealthCollab, LLC 1.39% No change 3,915 $1.9M
Cherry Tree Wealth Management, LLC 0.47% Add +54.6% 3,913 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.22% Add +130.2% 3,909 $1.9M
Oxbow Advisors, LLC 0.27% Add +0.1% 3,904 $1.9M
Legacy Wealth Management, LLC / MS 0.85% No change 3,900 $1.9M
Cardinal Point Capital Management ULC 0.35% Add +10.9% 3,872 $1.9M
WealthShield Partners, LLC 0.30% Add +116.8% 3,870 $1.9M
Gratus Capital, LLC 0.09% Add +46.9% 3,865 $1.9M
Northeast Financial Group, Inc. 0.82% Reduce -14.7% 3,855 $1.9M
Segment Wealth Management, LLC 0.14% No change 3,855 $1.9M
Inscription Capital, LLC 0.31% Add +186.6% 3,855 $1.9M
Buffington Mohr McNeal 0.33% Reduce -1.5% 3,836 $1.8M
Peterson Wealth Services 0.66% Reduce -17.3% 3,798 $1.8M
Channel Wealth LLC 0.73% Reduce -5.6% 3,798 $1.8M
Ascent Wealth Partners, LLC 0.27% New 3,788 $1.8M
Portland Global Advisors LLC 0.25% Reduce -4.1% 3,783 $1.8M
Great Oak Capital Partners, LLC 0.80% Add +0.3% 3,759 $1.8M
Meridian Wealth Partners, LLC 0.33% Reduce -0.7% 3,759 $1.8M
Private Wealth Group, LLC 0.94% No change 3,758 $1.8M
Insight Advisors, LLC/ PA 0.35% Add +0.6% 3,758 $1.8M
180 Wealth Advisors, LLC 0.32% Add +5.3% 3,737 $1.8M
Capital Investment Advisory Services, LLC 0.19% Reduce -0.0% 3,725 $1.8M
Bison Wealth, LLC 0.29% Add +26.9% 3,707 $1.8M
Narus Financial Partners, LLC 0.76% Add +36.3% 3,703 $1.8M
Raab & Moskowitz Asset Management LLC 0.50% Add +10.4% 3,682 $1.8M
Grandfield & Dodd, LLC 0.11% Add +6.9% 3,675 $1.8M
TCP Asset Management, LLC 0.47% Add +12.7% 3,672 $1.8M
Janiczek Wealth Management, LLC 0.38% Reduce -4.3% 3,670 $1.8M
Callan Capital, LLC 0.15% Reduce -2.7% 3,669 $1.8M
Advus Financial Partners, LLC 0.54% Reduce -6.6% 3,663 $1.8M
WESCAP Management Group, Inc. 0.51% Add +32.3% 3,655 $1.8M
Capital Advisors Inc. 0.04% Add +1.7% 3,651 $1.8M
Perkins Coie Trust Co 0.41% Reduce -0.7% 3,643 $1.8M
Avantax Planning Partners, Inc. 0.06% Add +1.7% 3,641 $1.8M
Stonebridge Financial Planning Group, LLC 0.92% Add +2.6% 3,636 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.45% Add +5.9% 3,618 $1.7M
Realta Investment Advisors 0.36% Add +0.9% 3,612 $1.7M
HFG Advisors, Inc. 1.54% Add +6.8% 3,608 $1.7M
LVW Advisors, LLC 0.29% Reduce -4.1% 3,601 $1.7M
Clearview Wealth Advisors LLC 1.76% Reduce -11.4% 3,588 $1.7M
Horizon Family Wealth, Inc. 1.33% Add +4.0% 3,586 $1.7M
Country Club Bank 0.12% Add +1.8% 3,577 $1.7M
Compass Ion Advisors, LLC 0.25% Add +44.2% 3,571 $1.7M
Parcion Private Wealth LLC 0.15% No change 3,567 $1.7M
Horizon Kinetics Asset Management LLC 0.03% Reduce -1.9% 3,566 $1.7M
Ellevest, Inc. 0.11% Reduce -5.0% 3,566 $1.7M
River Wealth Advisors LLC 0.25% Reduce -3.5% 3,565 $1.7M
Indiana Trust & Investment Management Co 0.69% Add +2.3% 3,544 $1.7M
E Fund Management (Hong Kong) Co., Ltd. 1.10% No change 3,501 $1.7M
E Fund Management Co., Ltd. 0.10% No change 3,501 $1.7M
Mirabella Financial Services LLP 0.12% No change 3,500 $1.7M
Laurel Wealth Advisors LLC 0.29% Reduce -1.7% 3,499 $1.7M
Northwest Wealth Management, LLC 0.46% Add +6.2% 3,472 $1.7M
Rehmann Capital Advisory Group 0.12% Add +4.5% 3,460 $1.7M
Nilsine Partners, LLC 0.23% Reduce -20.1% 3,458 $1.7M
Rothschild Wealth LLC 0.58% — 3,439 $1.7M
New Republic Capital, LLC 1.04% Add +33.6% 3,418 $1.6M
Calydon Capital 0.31% Add +2.8% 3,422 $1.6M
Professional Advisory Services Inc. 0.20% Reduce -8.1% 3,395 $1.6M
Weil Company, Inc. 0.65% Add +91.3% 3,391 $1.6M
Onyx Bridge Wealth Group LLC 0.29% Add +12.0% 3,479 $1.6M
KKM Financial LLC 0.79% Reduce -6.8% 3,367 $1.6M
Overbrook Management Corp 0.43% Reduce -36.0% 3,363 $1.6M
Core Wealth Partners LLC 1.22% Reduce -0.1% 3,353 $1.6M
Fortis Capital Management LLC 0.42% Add +6.8% 3,351 $1.6M
First County Bank 0.79% Reduce -17.2% 3,350 $1.6M
Precedent Wealth Partners, LLC 0.69% Add +45.2% 3,343 $1.6M
BIP Wealth, LLC 0.12% Add +2.0% 3,329 $1.6M
Annis Gardner Whiting Capital Advisors, LLC 0.57% Add +4.1% 3,328 $1.6M
Cibc World Markets Corp. 0.01% Add +439.3% 3,311 $1.6M
Hanson & Doremus Investment Management 0.27% Add +6.7% 3,295 $1.6M
Busey Bank 0.06% Reduce -1.2% 3,293 $1.6M
Johnson Financial Group, Inc. 0.09% Add +12.0% 3,285 $1.6M
Jessup Wealth Management, Inc 0.68% Add +12.3% 3,282 $1.6M
Baker Boyer National Bank 0.54% Add +0.9% 3,278 $1.6M
Wealth Effects LLC 0.58% Reduce -0.9% 3,277 $1.6M
SageView Advisory Group, LLC 0.08% Reduce -56.3% 32,016 $1.6M
Wealthquest Corp 0.17% Add +9.5% 3,271 $1.6M
Sensible Money, LLC 0.84% Add +1.6% 3,254 $1.6M
Sandbox Financial Partners, LLC 0.66% Add +58.9% 3,254 $1.6M
Frank, Rimerman Advisors LLC 0.30% Add +0.3% 3,246 $1.6M
Guyasuta Investment Advisors Inc. 0.11% No change 3,549 $1.6M
Napatree Capital LLC 1.50% Add +15.5% 3,353 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% Add +69.5% 3,218 $1.5M
Retirement Financial Solutions, LLC 0.80% Reduce -7.2% 3,218 $1.5M
Horan Securities, Inc. 0.73% Reduce -10.2% 3,213 $1.5M
JB Capital LLC 0.10% Add +2.7% 3,198 $1.5M
WP Advisors, LLC 0.50% Add +14.7% 3,193 $1.5M
Schrum Private Wealth Management LLC 1.39% Add +6.2% 3,187 $1.5M
Destination Wealth Management 0.05% Reduce -8.3% 3,186 $1.5M
Diversified, LLC 0.21% Add +0.6% 3,183 $1.5M
Capital Asset Advisory Services LLC 0.09% Reduce -24.0% 3,210 $1.5M
Annex Advisory Services, LLC 0.05% Add +65.6% 3,181 $1.5M
OneAscent Wealth Management LLC 0.59% Add +11.3% 3,175 $1.5M
Fortress Wealth Management, Inc. 0.79% No change 3,174 $1.5M
Novare Capital Management LLC 0.14% New 3,156 $1.5M
HMS Capital Management, LLC 0.84% Reduce -4.2% 3,154 $1.5M
Wealth Management Resources, Inc. 0.42% Reduce -19.1% 2,140 $1.5M
Riverview Trust Co 1.16% No change 3,131 $1.5M
Weinberger Asset Management, Inc 0.73% Add +2.6% 3,126 $1.5M
DT Investment Partners, LLC 0.15% No change 3,106 $1.5M
Sunesis Advisors, LLC 0.87% No change 3,104 $1.5M
Roberts Glore & Co. Inc. 0.45% Reduce -2.4% 3,099 $1.5M
Tocqueville Asset Management L.P. 0.02% Add +14.0% 3,098 $1.5M
Atlanta Consulting Group Advisors, LLC 0.51% — 3,091 $1.5M
Baker Avenue Asset Management, LP 0.06% Add +0.8% 3,091 $1.5M
Paladin Advisory Group, LLC 1.17% Reduce -4.0% 3,091 $1.5M
NDVR, Inc. 1.41% Add +0.0% 3,081 $1.5M
Alterna Wealth Management, Inc. 1.20% Reduce -49.9% 3,081 $1.5M
Eudaimonia Advisors LLC 0.78% Add +0.9% 3,063 $1.5M
Enzi Wealth 0.69% Reduce -14.2% 3,164 $1.5M
Atlantic Edge Private Wealth Management, LLC 0.50% Add +17.8% 3,039 $1.5M
Passive Capital Management, LLC. 0.57% No change 3,036 $1.5M
Orgel Wealth Management, LLC 0.04% Add +15.1% 3,035 $1.5M
Curran Financial Partners, LLC 0.51% Reduce -16.4% 3,034 $1.5M
Darrow Company, Inc. 0.94% New 3,003 $1.4M
Spinnaker Trust 0.09% Add +8.0% 2,998 $1.4M
FinDec Wealth Services, Inc. 0.90% Reduce -0.5% 2,990 $1.4M
17 Capital Partners, LLC 1.06% New 2,976 $1.4M
Sandy Spring Bank 0.07% Add +2.0% 2,968 $1.4M
Edge Financial Advisors LLC 1.25% — 2,937 $1.4M
VitalStone Financial, LLC 1.09% Add +9.5% 2,963 $1.4M
National Wealth Management Group, LLC 1.11% Add +3.1% 2,959 $1.4M
Investment Advisory Services Inc. /TX 0.52% Reduce -1.5% 2,945 $1.4M
Private Ocean, LLC 0.15% Reduce -2.2% 2,945 $1.4M
Taurus Asset Management, LLC 0.14% No change 2,935 $1.4M
Van Cleef Asset Management,Inc 0.18% Add +1.4% 2,929 $1.4M
Cutler Capital Management, LLC 0.68% Add +19.9% 2,928 $1.4M
Bray Capital Advisors 0.36% Add +0.5% 2,926 $1.4M
TCV Trust & Wealth Management, Inc. 0.13% No change 2,918 $1.4M
Householder Group Estate & Retirement Specialist, LLC 0.42% Add +6.5% 2,910 $1.4M
Hamilton Point Investment Advisors, LLC 0.27% Reduce -1.3% 2,903 $1.4M
FSM Wealth Advisors, LLC 0.49% Reduce -3.1% 2,897 $1.4M
HM Payson & Co. 0.03% Add +4.2% 2,894 $1.4M
AA Financial Advisors, LLC 0.56% Add +5.9% 2,892 $1.4M
Linscomb Wealth, Inc. 0.07% Reduce -32.5% 2,882 $1.4M
Total Clarity Wealth Management, Inc. 0.48% Add +16.6% 2,882 $1.4M
Cape Cod Five Cents Savings Bank 0.13% Reduce -3.0% 2,881 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.54% Add +43.0% 2,876 $1.4M
Rappaport Reiches Capital Management, LLC 0.43% Add +4.6% 2,852 $1.4M
Beacon Financial Advisory LLC 0.67% Reduce -2.2% 2,851 $1.4M
Bedel Financial Consulting, Inc. 0.21% Reduce -0.9% 2,848 $1.4M
Princeton Capital Management LLC 0.49% Reduce -1.0% 2,843 $1.4M
&partners 0.19% Add +30.1% 2,934 $1.4M
Kooman & Associates 0.57% Reduce -3.1% 2,838 $1.4M
Paulson Wealth Management Inc. 0.40% Reduce -4.7% 2,837 $1.4M
Rakuten Securities, Inc. 0.60% Reduce -2.8% 2,831 $1.4M
MV Capital Management, Inc. 0.16% No change 2,825 $1.4M
Libra Wealth LLC 0.59% Reduce -15.4% 2,824 $1.4M
Beirne Wealth Consulting Services, LLC 0.57% Add +0.3% 2,821 $1.4M
MSH Capital Advisors LLC 0.47% Add +18.1% 2,813 $1.4M
Chesley Taft & Associates LLC 0.07% Reduce -6.4% 2,801 $1.3M
Kavar Capital Partners Group, LLC 0.25% Reduce -44.0% 2,800 $1.3M
Rockingstone Advisors LLC 0.69% Add +9.5% 2,795 $1.3M
Zevin Asset Management LLC 0.22% No change 2,789 $1.3M
HHM Wealth Advisors, LLC 0.22% Add +0.7% 2,783 $1.3M
Walleye Trading LLC 0.02% Add +3375.0% 2,780 $1.3M
Grey Ledge Advisors, LLC 0.37% Reduce -6.7% 2,763 $1.3M
Sightline Wealth Advisors, LLC 0.87% Add +0.1% 2,755 $1.3M
BetterWealth, LLC 0.43% New 2,750 $1.3M
Willis Johnson & Associates, Inc. 0.11% Reduce -8.1% 2,748 $1.3M
Maripau Wealth Management LLC 0.99% Add +10.2% 2,740 $1.3M
Marks Group Wealth Management, Inc 0.14% No change 2,739 $1.3M
Confluence Wealth Services, Inc. 0.12% Reduce -12.3% 2,739 $1.3M
Sabal Trust CO 0.08% Add +53.0% 2,739 $1.3M
Zions Bancorporation, N.A. 0.10% No change 2,727 $1.3M
IMPACTfolio, LLC 0.79% No change 2,719 $1.3M
Baron Wealth Management LLC 0.69% Reduce -7.4% 2,718 $1.3M
Ashton Thomas Private Wealth, LLC 0.07% Add +18.6% 2,711 $1.3M
Tolleson Wealth Management, Inc. 0.25% Reduce -2.5% 2,707 $1.3M
Beck Mack & Oliver LLC 0.03% Reduce -5.5% 2,705 $1.3M
Crescent Grove Advisors, LLC 0.14% Add +0.2% 2,704 $1.3M
1ST Source Bank 0.07% Add +1.9% 2,682 $1.3M
GEM Asset Management, LLC 0.87% Add +11.2% 2,797 $1.3M
LJI Wealth Management, LLC 0.33% Add +0.3% 2,671 $1.3M
Intrua Financial, LLC 0.20% Add +63.7% 2,665 $1.3M
Invst, LLC 0.15% Add +0.1% 2,658 $1.3M
PBMares Wealth Management LLC 0.33% Add +72.9% 2,654 $1.3M
Bragg Financial Advisors, Inc 0.06% Reduce -0.0% 2,645 $1.3M
Physician Wealth Advisors, Inc. 0.27% Add +1.9% 2,743 $1.3M
JPL Wealth Management, LLC 0.70% Add +200.6% 2,639 $1.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +391.4% 2,639 $1.3M
Marietta Investment Partners LLC 0.28% No change 2,638 $1.3M
Heritage Financial Services, LLC 0.19% Reduce -29.0% 2,627 $1.3M
Apriem Advisors 0.16% Reduce -2.6% 2,619 $1.3M
Founders Financial Alliance, LLC 0.38% Add +52.7% 2,618 $1.3M
BHK Investment Advisors, LLC 0.48% New 2,617 $1.3M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -7.9% 2,615 $1.3M
World Investment Advisors 0.18% Reduce -74.9% 2,613 $1.3M
MBL Wealth, LLC 0.14% Add +106.5% 2,606 $1.3M
TKG Advisors, LLC 0.70% Reduce -10.0% 2,605 $1.3M
Valley Financial Group, Inc. 0.95% Reduce -10.0% 2,605 $1.3M
Nottingham Advisors, Inc. 0.15% Reduce -0.3% 2,601 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.49% Add +65.8% 2,598 $1.2M
Trustmark Bank Trust Department 0.10% Add +31.1% 2,597 $1.2M
EagleClaw Capital Managment, LLC 0.23% No change 2,592 $1.2M
BlackDiamond Wealth Management, LLC 0.89% Reduce -2.7% 2,589 $1.2M
Investors Asset Management of Georgia Inc. /Ga/ 0.59% Add +0.1% 2,585 $1.2M
Valtinson Bruner Financial Planning LLC 0.52% Add +1.2% 2,554 $1.2M
Trust Co. of Toledo NA 0.19% Add +17.0% 2,544 $1.2M
Clearstead Trust, LLC 0.32% Add +0.0% 2,538 $1.2M
Strategic Financial Partners, Ltd. 0.67% Add +0.9% 2,535 $1.2M
Miller Investment Management, LP 0.16% New 2,529 $1.2M
Evolution Advisers, Inc. 0.72% Add +3.0% 2,526 $1.2M
TFC Financial Management, Inc. 0.22% Reduce -10.4% 2,522 $1.2M
Enterprise Bank & Trust Co 0.41% Reduce -0.8% 2,505 $1.2M
FinTrust Capital Advisors, LLC 0.23% No change 2,488 $1.2M
Red Door Wealth Management, LLC 0.23% Reduce -24.6% 2,485 $1.2M
Meridian Management Co. 0.33% Reduce -0.8% 2,483 $1.2M
Community Bank of Raymore 0.56% Add +0.5% 2,474 $1.2M
Clear Point Advisors Inc. 0.97% Add +25.1% 2,255 $1.2M
HC Advisors, LLC 0.56% No change 2,465 $1.2M
Birch Hill Investment Advisors LLC 0.06% Reduce -3.0% 2,464 $1.2M
SFG Wealth Management, LLC. 0.70% Reduce -3.3% 2,461 $1.2M
Arlington Trust Co LLC 0.30% No change 2,448 $1.2M
Melone Private Wealth, LLC 0.71% Add +0.3% 2,445 $1.2M
Granite FO LLC 0.69% Reduce -11.6% 2,287 $1.2M
Fairhaven Wealth Management, LLC 0.40% Add +68.2% 2,441 $1.2M
MADDEN SECURITIES Corp 0.54% No change 2,436 $1.2M
Rovin Capital /Ut/ 0.48% Reduce -2.2% 2,432 $1.2M
Redhawk Wealth Advisors, Inc. 0.19% Reduce -3.6% 2,424 $1.2M
Corundum Group, Inc. 0.56% Reduce -2.2% 2,415 $1.2M
BlueChip Wealth Advisors LLC 0.75% Add +1.9% 2,410 $1.2M
Benchmark Investment Advisors LLC 0.91% Reduce -5.3% 2,409 $1.2M
Midwest Heritage Bank, FSB 0.61% Add +0.2% 2,406 $1.2M
Sageworth Trust Co of South Dakota 1.79% No change 2,405 $1.2M
Adamsbrown Wealth Consultants LLC 0.47% Reduce -0.4% 2,404 $1.2M
Calton & Associates, Inc. 0.56% Reduce -54.2% 2,402 $1.2M
JFS Wealth Advisors, LLC 0.09% Add +1.1% 2,399 $1.2M
Consolidated Portfolio Review Corp 0.30% Reduce -31.9% 2,393 $1.2M
Private Wealth Partners, LLC 0.09% Reduce -0.2% 2,393 $1.2M
Caldwell Trust Co 0.13% No change 2,377 $1.1M
Eagle Bay Advisors LLC 0.72% Add +9.7% 2,375 $1.1M
Cherrydale Wealth Management, LLC 0.53% Add +0.3% 2,371 $1.1M
Anfield Capital Management, LLC 0.55% Reduce -1.2% 2,363 $1.1M
American Money Management, LLC 0.24% Reduce -1.9% 2,363 $1.1M
Portside Wealth Group, LLC 0.21% Add +18.6% 2,362 $1.1M
Seeds Investor LLC 1.05% Add +13.6% 2,362 $1.1M
Insight Wealth Strategies, LLC 0.17% Add +96.3% 2,357 $1.1M
McGuire Investment Group, LLC 0.16% No change 2,343 $1.1M
Centennial Wealth Advisory LLC 0.52% Reduce -1.2% 2,329 $1.1M
Stokes Capital Advisors, LLC 0.33% Reduce -5.7% 2,325 $1.1M
Cross Staff Investments Inc 0.94% Reduce -3.5% 2,320 $1.1M
Sterling Group Wealth Management, LLC 68.30% Reduce -86.1% 2,314 $1.1M
Kathmere Capital Management, LLC 0.13% Add +12.3% 2,310 $1.1M
W Advisors, LLC 0.76% Reduce -9.4% 2,309 $1.1M
Anderson Hoagland & Co. 0.12% Add +388.5% 2,345 $1.1M
Geometric Wealth Advisors 0.26% Reduce -0.3% 2,304 $1.1M
Northwest Capital Management Inc 0.35% Reduce -1.1% 2,293 $1.1M
Key Client Fiduciary Advisors, LLC 0.58% Add +1.7% 2,292 $1.1M
New Millennium Group LLC 0.83% Add +1.6% 2,290 $1.1M
Chemistry Wealth Management LLC 0.30% Add +0.1% 2,287 $1.1M
Select Asset Management & Trust 0.46% Add +71.3% 2,287 $1.1M
GFG Capital, LLC 0.28% Reduce -89.1% 2,286 $1.1M
Clarity Financial LLC 0.17% Add +110.1% 2,277 $1.1M
Cahill Financial Advisors Inc. 0.15% Add +12.9% 2,277 $1.1M
CX Institutional 0.05% Add +40.5% 2,274 $1.1M
Summit Place Financial Advisors, LLC 0.64% No change 2,274 $1.1M
Unique Wealth Strategies, LLC 0.53% Add +8.3% 2,269 $1.1M
Clark Asset Management, LLC 0.33% Add +55.7% 2,265 $1.1M
Balboa Wealth Partners 0.35% Reduce -13.0% 2,264 $1.1M
Brand Asset Management Group, Inc. 0.47% Reduce -5.0% 2,263 $1.1M
SlateStone Wealth, LLC 0.11% Add +3.9% 2,262 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.27% Add +6.5% 2,261 $1.1M
Community Bank, N.A. 0.14% Reduce -7.9% 2,261 $1.1M
Clarity Wealth Advisors, LLC 0.37% Add +0.6% 2,260 $1.1M
Glen Eagle Advisors, LLC 0.20% Reduce -0.2% 2,234 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.3% 2,227 $1.1M
Gill Capital Partners, LLC 0.43% Reduce -11.9% 2,317 $1.1M
Swmg, LLC 0.48% Reduce -10.4% 2,222 $1.1M
Smallwood Wealth Investment Management, LLC 0.82% No change 2,203 $1.1M
Titleist Asset Management, LLC 0.19% New 2,199 $1.1M
Constant Guidance Financial LLC 0.97% Add +1.3% 4,131 $1.1M
My Personal CFO, LLC 0.61% New 2,197 $1.1M
Financial Insights, Inc. 0.30% Add +7.0% 2,191 $1.1M
Planning Directions Inc. 0.73% Add +0.3% 2,191 $1.1M
United Advisor Group, LLC 0.40% Add +94.6% 2,189 $1.1M
Alkeme Wealth, LLC 0.48% Add +0.1% 2,223 $1.0M
Rezny Wealth Management, Inc. 0.37% No change 2,176 $1.0M
AIFG Consultants Ltd. 0.75% Add +0.1% 2,175 $1.0M
Hancock Whitney Corp. 0.04% Reduce -5.1% 2,174 $1.0M
Central Valley Advisors, LLC 0.54% Reduce -0.1% 2,172 $1.0M
Toth Financial Advisory Corp. 0.13% Reduce -7.6% 2,170 $1.0M
CGN Advisors LLC 0.13% Reduce -0.7% 2,168 $1.0M
B & T Capital Management DBA Alpha Capital Management 0.20% Reduce -26.4% 2,166 $1.0M
Heritage Investment Group, Inc. 0.14% Add +74.1% 2,161 $1.0M
Plum Street Advisors, LLC 0.53% Reduce -0.6% 1,967 $1.0M
Bernardo Wealth Planning LLC 0.29% Reduce -3.8% 2,152 $1.0M
Bigelow Investment Advisors, LLC 0.51% Reduce -1.4% 2,149 $1.0M
Richardson Capital Management LLC 0.84% Add +59.6% 2,147 $1.0M
Morton Capital Management LLC 0.28% Add +1.1% 2,144 $1.0M
Beck Capital Management, LLC 0.30% Reduce -10.4% 2,143 $1.0M
Diversified Portfolios, Inc. 0.14% Reduce -1.8% 2,142 $1.0M
Aviance Capital Partners, LLC 0.15% New 2,129 $1.0M
Moneco Advisors, LLC 0.16% Add +53.5% 2,128 $1.0M
Greenline Partners, LLC 0.16% Add +4.5% 2,118 $1.0M
Coastwise Capital Group, LLC 0.96% Reduce -4.4% 2,115 $1.0M
Plotkin Financial Advisors, LLC 0.67% Add +2.8% 2,111 $1.0M
Silicon Valley Capital Partners 0.15% Add +0.2% 2,108 $1.0M
Foguth Wealth Management, LLC. 0.54% — 2,107 $1.0M
Citizens National Bank Trust Department 0.23% No change 2,105 $1.0M
First Trust Direct Indexing L.P. 0.07% Add +29.4% 2,092 $1.0M
Smith Anglin Financial, LLC 0.10% Add +1.2% 2,092 $1.0M
Acas, LLC 0.97% Add +2.0% 2,091 $1.0M
Cannon Financial Strategists, Inc. 0.20% Add +4.2% 2,088 $1.0M
Thomasville National Bank 0.08% Reduce -0.5% 2,086 $1.0M
Prospect Financial Services LLC 0.83% Add +3.2% 2,082 $1.0M
Sittner & Nelson, LLC 0.50% Add +3.3% 2,082 $1.0M
Tyler-Stone Wealth Management 0.44% Reduce -17.3% 2,078 $999K
CPA Asset Management Group, LLC 0.56% Reduce -18.9% 2,075 $998K
Walter & Keenan Wealth Management LLC /in/ 0.33% Add +51.5% 2,075 $997K
Sather Financial Group Inc 0.07% Add +0.1% 2,069 $995K
DecisionPoint Financial, LLC 0.39% Reduce -7.0% 2,122 $991K
Scissortail Wealth Management, LLC 0.26% New 2,061 $991K
Financial Consulate, Inc. 0.29% Add +6.2% 2,060 $990K
Pioneer Wealth Management Group 0.57% Reduce -0.2% 2,059 $990K
Fort Pitt Capital Group, LLC 0.03% Reduce -11.9% 2,054 $988K
Glaxis Capital Management, LLC 1.84% Add +0.3% 2,046 $984K
Moulton Wealth Management, Inc. 1.02% Add +2.5% 2,033 $977K
Schechter Investment Advisors, LLC 0.07% Add +2.6% 2,032 $977K
Edgemoor Investment Advisors, Inc. 0.09% No change 2,029 $975K
Austin Wealth Management, LLC 0.24% Add +7.1% 2,001 $975K
Mystic Asset Management, Inc. 0.40% Reduce -0.7% 2,019 $971K
Able Wealth Management LLC 0.85% Add +6.3% 2,016 $969K
Vontobel Holding Ltd. 0.01% Reduce -9.5% 2,016 $969K
Wayfinding Financial, LLC 0.57% Add +0.3% 2,039 $969K
Authentikos Wealth Advisory, LLC 0.97% Reduce -33.3% 2,010 $966K
Kanawha Capital Management LLC 0.08% Add +1.8% 1,994 $959K
VERITY Wealth Advisors 0.73% Add +44.9% 1,985 $954K
Ehrlich Financial Group 0.80% Add +160.7% 1,981 $952K
Gradient Investments LLC 0.02% Reduce -2.9% 1,971 $948K
Cyndeo Wealth Partners, LLC 0.08% Reduce -17.8% 1,970 $947K
V2 Financial group LLC 0.64% Add +1.2% 1,966 $945K
Gateway Wealth Partners, LLC 0.34% Add +119.3% 1,965 $944K
Beam Wealth Advisors, Inc. 0.57% Reduce -51.1% 1,963 $944K
Saranac Partners Ltd 0.58% Reduce -25.1% 1,960 $942K
King Wealth Management Group 0.17% No change 1,960 $942K
Power Wealth Management LLC 0.59% Reduce -0.4% 1,950 $937K
Ritter Daniher Financial Advisory LLC / DE 0.31% Reduce -4.6% 1,942 $934K
Family Manage LLC 0.17% Add +4.8% 1,941 $933K
Levy Wealth Management Group, LLC 0.26% No change 2,136 $933K
First Community Trust NA 0.88% Reduce -39.0% 1,940 $933K
Main Management LLC 0.08% Add +62.5% 1,937 $931K
Avenir Corp. 0.08% No change 1,930 $928K
Kaizen Financial Strategies 0.63% No change 1,929 $927K
Graves Light Lenhart Wealth, Inc. 0.11% Reduce -3.7% 1,928 $927K
Cooper Financial Group 0.15% Add +29.3% 1,926 $926K
Morling Financial Advisors, LLC 0.53% Add +4.4% 1,921 $923K
Garden State Investment Advisory Services LLC 0.34% Add +3.2% 1,919 $923K
Sequent Planning LLC 0.33% — 1,919 $922K
Peoples Financial Services Corp. 0.40% Add +8.3% 1,918 $922K
Argonautica Private Wealth Management, Inc. 0.33% Reduce -36.4% 1,917 $922K
Wimmer Associates 1, LLC 0.48% Add +0.1% 1,908 $917K
FLC Capital Advisors 0.23% No change 1,897 $912K
Gibson Capital, LLC 0.20% No change 1,892 $909K
Olistico Wealth, LLC 0.66% Add +0.2% 1,892 $909K
Klingenstein Fields & Co. LP 0.04% No change 1,890 $909K
Cassaday & Co Wealth Management LLC 0.03% Add +3.7% 1,890 $909K
Arkfeld Wealth Strategies, L.L.C. 0.50% Add +2.7% 1,922 $908K
Mustard Seed Financial, LLC 0.91% Add +2.7% 1,889 $908K
Wallace Capital Management Inc. 0.12% No change 1,884 $906K
Financial Futures Ltd Liability Co. 0.60% Reduce -4.7% 1,872 $900K
Quent Capital, LLC 0.11% Add +10.4% 1,871 $899K
Williams & Novak, LLC 1.02% No change 2,059 $899K
Meridian Wealth Advisors, LLC 0.17% Reduce -5.7% 1,870 $899K
Lam Group, Inc. 0.73% Add +26.8% 1,870 $899K
Allred Capital Management, LLC 0.35% No change 1,867 $897K
Fairman Group, LLC 0.85% Add +0.2% 1,864 $896K
Orcam Financial Group 0.98% Add +1.2% 1,863 $896K
Latitude Advisors, LLC 0.56% Reduce -26.6% 1,858 $893K
Aurora Private Wealth, Inc. 0.77% Reduce -3.4% 1,854 $890K
Twin City Private Wealth, LLC 0.88% — 1,851 $890K
RB Capital Management, LLC 0.25% Add +6.6% 1,849 $889K
Asset Allocation Strategies LLC 0.31% New 1,846 $887K
Duncker Streett & Co. Inc. 0.17% Add +0.2% 1,841 $885K
HCR Wealth Advisors 0.13% Reduce -12.7% 1,833 $882K
Tradewinds Capital Management, LLC 0.24% Add +50.3% 1,833 $881K
Cornerstone Planning Group LLC 0.27% Reduce -19.1% 1,868 $878K
Evensky & Katz LLC 0.06% Add +144.4% 1,823 $876K
Revisor Wealth Management LLC 0.40% Add +280.7% 1,896 $875K
Members Trust Co 0.03% No change 1,815 $872K
Capstone Wealth Management Group, LLC 0.62% Add +1.9% 1,811 $871K
Herbst Group, LLC 0.54% Reduce -2.0% 1,809 $870K
DHJJ Financial Advisors, Ltd. 0.38% Add +203.9% 1,808 $869K
LexAurum Advisors, LLC 0.22% Add +0.8% 1,794 $862K
Financial Freedom, LLC 0.51% No change 1,790 $861K
Arcadia Investment Advisors LLC 0.49% No change 1,790 $860K
Syntegra Private Wealth Group, LLC 0.11% Add +92.4% 1,787 $859K
Interactive Financial Advisors, Inc. 0.47% Reduce -83.6% 1,778 $855K
KCM Investment Advisors LLC 0.03% Reduce -4.1% 1,769 $850K
Penn Davis McFarland Inc. 0.13% Reduce -13.3% 1,760 $846K
Capstone Financial Advisors, Inc. 0.06% Add +4.7% 1,757 $844K
Cornell Pochily Investment Advisors, Inc. 0.33% Add +0.1% 1,756 $844K
Bluespring Wealth Management, LLC 0.09% Reduce -11.6% 1,754 $843K
Barrett & Company, Inc. 0.40% No change 1,748 $840K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -27.2% 1,740 $836K
Great Lakes Retirement, Inc. 0.12% Reduce -41.0% 1,738 $835K
Two Sigma Securities, LLC 0.04% New 1,731 $832K
Transform Wealth, LLC 0.08% Add +2.2% 1,730 $832K
Signet Financial Management, LLC 0.11% Add +32.3% 1,728 $831K
Chapin Davis, Inc. 0.30% Add +11.4% 1,727 $830K
Retirement Planning Co of New England, Inc. 0.45% Reduce -3.7% 1,723 $828K
Epic Trust Investment Advisors, LLC 1.02% Reduce -36.2% 1,723 $828K
McRae Capital Management Inc. 0.18% No change 1,717 $825K
Madison Wealth Partners, Inc 0.30% Reduce -1.9% 1,715 $824K
Atlas Capital Advisors Inc. 0.13% Add +29.9% 1,715 $824K
Alpha Financial Partners LLC 0.75% Add +0.9% 1,714 $824K
Apollon Financial, LLC 0.28% Add +4.8% 1,711 $823K
Boston Financial Mangement LLC 0.03% Add +3.7% 1,707 $821K
FreeGulliver LLC 0.73% Add +0.3% 1,705 $820K
Meeder Advisory Services, Inc. 0.08% No change 1,698 $816K
Farmers National Bank 0.24% Reduce -0.5% 1,696 $815K
Wilmington Savings Fund Society, FSB 0.03% — 1,693 $814K
Wade Financial Advisory, Inc 0.30% No change 1,693 $814K
Lakewood Asset Management LLC 0.55% Add +32.2% 1,692 $813K
Shaker Investments LLC 0.34% Add +0.8% 1,690 $812K
Institute for Wealth Management, LLC. 0.11% Reduce -20.9% 1,686 $811K
Formidable Asset Management, LLC 0.13% Reduce -15.0% 1,686 $810K
Eagle Global Advisors LLC 0.05% Add +47.5% 1,684 $810K
Madrona Financial Services, LLC 0.28% Reduce -3.2% 1,684 $809K
Harmony Asset Management LLC 0.33% Add +24.7% 1,671 $803K
Dudley Capital Management, LLC 0.47% Add +1.0% 1,666 $800K
Hudson Value Partners, LLC 0.34% Reduce -0.4% 1,660 $798K
Empirical Finance, LLC 0.05% Add +1.2% 1,654 $795K
Bridges Investment Management Inc. 0.02% No change 1,649 $793K
XML Financial, LLC 0.08% Add +18.5% 1,644 $790K
Pineridge Advisors LLC 0.28% Reduce -25.3% 1,638 $787K
Washburn Capital Management, Inc. 0.58% Add +3.7% 1,636 $786K
Griffin Asset Management, Inc. 0.09% Add +0.1% 1,636 $786K
Acorn Wealth Advisors, LLC 0.41% Reduce -1.7% 1,629 $783K
IPG Investment Advisors LLC 0.17% Add +15.5% 1,625 $781K
Valley Wealth Managers, Inc. 0.06% Reduce -4.3% 1,617 $777K
SCS Capital Management LLC 0.02% No change 1,612 $775K
Five Oceans Advisors 0.40% Reduce -11.8% 1,607 $773K
Moss Adams Wealth Advisors LLC 0.12% Reduce -8.3% 1,607 $773K
Burns J W & Co. Inc. 0.11% Add +5.1% 1,606 $772K
Broadview Financial Management, LLC 0.56% Reduce -5.8% 1,602 $770K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -1.0% 1,600 $769K
WealthPLAN Partners, LLC 0.08% No change 1,597 $768K
Hengehold Capital Management LLC 0.08% Add +8.0% 1,597 $768K
Shira Ridge Wealth Management 0.44% Add +9.1% 1,589 $764K
Unique Wealth, LLC 0.22% Reduce -17.4% 1,588 $764K
Collaborative Wealth Managment Inc. 0.38% Reduce -10.1% 1,587 $763K
Oakwell Private Wealth Management, LLC 0.23% Add +2.1% 1,583 $761K
Etesian Wealth Advisors, Inc. 0.44% Add +5.0% 1,582 $760K
Cutler Investment Counsel LLC 0.10% New 1,580 $760K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 1,575 $757K
FRG Family Wealth Advisors LLC 0.15% Add +64.0% 1,640 $757K
Watchman Group, Inc. 0.23% Reduce -1.9% 1,569 $754K
Richard P Slaughter Associates Inc 0.18% No change 1,568 $754K
Dimension Capital Management LLC 0.15% No change 1,565 $752K
Covington Investment Advisors Inc. 0.12% Add +7.1% 1,565 $752K
Washington Capital Management, Inc. 0.61% New 1,559 $749K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 1,559 $749K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -1.1% 1,558 $749K
HighMark Wealth Management LLC 0.46% Add +0.3% 1,555 $748K
Ashford Advisors, LLC 0.19% No change 1,552 $746K
Intelligence Driven Advisers, LLC 0.11% Reduce -15.6% 1,550 $745K
Boyce & Associates Wealth Consulting, Inc. 0.96% Add +0.3% 1,550 $745K
Advance Capital Management, Inc. 0.05% Add +1.1% 1,547 $744K
Wealth Architects, LLC 0.10% No change 1,545 $743K
First Wilshire Securities Management Inc. 0.22% No change 1,533 $737K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -61.3% 1,601 $735K
Pathway Financial Advisors LLC 0.20% No change 1,526 $734K
Ameliora Wealth Management Ltd. 0.33% Add +258.8% 1,525 $733K
Bar Harbor Wealth Management 0.05% Add +1.7% 1,515 $728K
Walker Asset Management, LLC 0.48% Add +71.9% 1,513 $727K
Voya Investment Management LLC 0.00% No change 1,509 $725K
City State Bank 0.32% Add +24.0% 1,509 $725K
Hoey Investments, Inc. 0.16% Reduce -50.4% 1,505 $723K
Vise Technologies, Inc. 0.14% New 1,500 $721K
Congress Asset Management Co. 0.01% No change 1,499 $721K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +44.0% 1,499 $720K
Arbor Wealth Advisors LLC 0.68% No change 1,496 $719K
Hall Capital Management Co. Inc. 0.35% No change 1,496 $719K
Avestar Capital, LLC 0.08% Reduce -9.5% 1,494 $718K
Howard Capital Management Group, LLC 0.06% New 1,493 $718K
Wealth Dimensions Group, Ltd. 0.21% Add +0.1% 1,484 $713K
Bourgeon Capital Management LLC 0.14% Add +869.9% 1,484 $713K
Meritage Portfolio Management 0.05% Add +0.8% 1,483 $713K
Lane & Associates LLC 0.45% Add +1.3% 1,471 $707K
Forum Private Client Group LLC 0.34% Reduce -16.5% 1,471 $707K
Darden Wealth Group Inc 0.56% Add +3.6% 1,471 $707K
Pavion Blue Capital, LLC 0.35% Add +0.2% 1,469 $706K
Pacific Center for Financial Services 0.20% Add +12.1% 1,468 $706K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,468 $706K
Tillman Hartley LLC 0.24% Add +0.8% 1,467 $705K
Cumberland Partners Ltd 0.05% New 1,463 $703K
Financial Management Network Inc. 0.18% Add +0.5% 1,483 $699K
Summit Asset Management, LLC 0.08% Add +2.8% 1,453 $698K
Accretive Wealth Partners, LLC 0.31% No change 1,485 $698K
Ironwood Financial, llc 0.16% Add +0.8% 1,444 $694K
Steigerwald, Gordon & Koch Inc. 0.09% Reduce -19.0% 1,443 $694K
Falcon Wealth Planning 0.11% Add +56.4% 1,442 $693K
Astoria Strategic Wealth, Inc. 0.22% No change 1,439 $692K
Wealth Forward, LLC 0.54% No change 1,437 $691K
Trivant Custom Portfolio Group, LLC 0.44% Reduce -15.0% 1,437 $691K
Summit X, LLC 0.18% Add +0.9% 1,434 $690K
Abundance Wealth Counselors 0.16% No change 1,430 $687K
Idaho Trust Co 0.66% New 1,429 $687K
Fingerlakes Wealth Management, Inc. 0.66% Add +66.5% 1,429 $687K
Arax Advisory Partners 0.07% Reduce -71.3% 1,427 $686K
Berkshire Asset Management LLC 0.04% No change 1,422 $684K
Wealth Alliance, LLC 0.09% Add +22.4% 1,420 $683K
Meridian Investment Counsel Inc. 0.23% Reduce -0.3% 1,420 $683K
Donaldson Capital Management, LLC 0.03% Reduce -11.8% 1,413 $679K
Triton Wealth Management, PLLC 0.47% Add +28.4% 1,462 $678K
Pine Harbor Wealth Management, LLC 0.43% Reduce -17.6% 1,411 $678K
Refined Wealth Management 0.48% Add +3.2% 1,406 $676K
Firestone Capital Management 0.19% Reduce -2.3% 1,406 $676K
Consilium Wealth Advisory, LLC 0.38% New 1,403 $674K
Continuum Wealth Advisors, LLC 0.38% Reduce -89.6% 1,401 $673K
Lakeside Advisors, INC. 0.43% No change 1,400 $673K
REDW Wealth LLC 0.18% Add +4.8% 1,398 $672K
Madison Park Capital Advisors, LLC 0.59% Add +0.4% 1,397 $671K
Presilium Private Wealth, LLC 0.18% Add +0.1% 1,384 $665K
Amplius Wealth Advisors, LLC 0.07% Reduce -17.9% 1,383 $665K
Porter White Investment Advisors, Inc. 0.35% Add +0.7% 1,382 $664K
Central Bank & Trust Co. 0.09% Reduce -6.4% 1,375 $661K
McLean Asset Management Corp 0.23% Add +3.5% 1,384 $661K
Main Street Group, LTD 0.32% Add +2.1% 1,374 $660K
Westover Capital Advisors, LLC 0.19% New 1,372 $660K
RFP Financial Group LLC 0.26% Reduce -18.3% 1,371 $659K
TLWM 0.15% Add +34.9% 1,369 $658K
Wealthcare Capital Management LLC 0.07% Reduce -5.3% 1,369 $658K
CapWealth Advisors, LLC 0.07% No change 1,357 $652K
Capital Counsel LLC 0.03% Add +37.4% 1,352 $650K
Balefire, LLC 0.23% Add +29.9% 1,351 $650K
Bedell Frazier Investment Counselling, LLC 0.16% Add +1.7% 1,344 $646K
Synergy Financial Group, LTD 0.73% Add +0.5% 1,342 $645K
Chilton Investment Co. Inc. 0.02% Add +109.4% 1,342 $645K
B.O.S.S. Retirement Advisors, LLC 0.25% Reduce -95.9% 1,476 $645K
Sunbelt Securities, Inc. 0.07% Reduce -0.7% 1,340 $644K
GFS Advisors, LLC 0.11% Reduce -27.2% 1,340 $644K
Tennessee Valley Asset Management Partners 0.16% Add +10.1% 1,336 $643K
Lakeridge Wealth Management LLC 0.42% Add +42.1% 1,334 $641K
Concorde Asset Management, LLC 0.44% Reduce -9.9% 1,331 $640K
TBH Global Asset Management, LLC 0.13% Add +15.5% 1,327 $638K
Gould Asset Management LLC 0.15% No change 1,326 $637K
WealthBridge Capital Management, LLC 0.21% Reduce -6.0% 1,324 $636K
Investmark Advisory Group LLC 0.35% Add +0.4% 1,320 $634K
Harbour Trust & Investment Management Co 0.08% Reduce -26.5% 1,314 $632K
Emprise Bank 0.42% — 1,310 $630K
River Street Advisors LLC 0.42% No change 1,305 $627K
Catalyst Private Wealth, LLC 0.33% Add +31.8% 1,302 $626K
CBIZ Investment Advisory Services, LLC 0.04% No change 1,301 $625K
Mills Wealth Advisors LLC 0.46% Reduce -5.7% 1,300 $625K
Hedeker Wealth, LLC 0.18% Reduce -8.9% 1,296 $623K
Foster & Motley Inc. 0.04% Add +93.4% 1,294 $622K
Axiom Advisory, LLC 0.46% Reduce -13.4% 1,291 $620K
RDA Financial Network 0.21% Reduce -12.7% 1,285 $618K
Addison Advisors LLC 0.21% Add +4.9% 1,283 $617K
Chiron Capital Management, LLC 0.56% Add +6.0% 1,283 $617K
Regent Peak Wealth Advisors LLC 0.16% No change 1,278 $614K
Beacon Financial Planning, Inc. 0.43% Reduce -9.6% 1,275 $613K
Wealth Management Associates, Inc. 0.29% New 1,218 $609K
Galvin, Gaustad & Stein, LLC 0.06% Add +19.5% 1,261 $606K
Elevatus Welath Management 0.24% Add +16.4% 1,254 $603K
Van Den Berg Management I, Inc. 0.18% Reduce -2.3% 1,253 $602K
Bouchey Financial Group, Ltd. 0.06% Reduce -9.4% 1,253 $602K
Northern Capital Management, Inc. 0.42% Add +76.1% 1,252 $602K
Allen Capital Group, LLC 0.09% Add +122.4% 1,252 $602K
Integrity Wealth Solutions LLC 0.39% Add +63.0% 1,252 $602K
Van Hulzen Asset Management, LLC 0.04% Add +6.0% 1,251 $601K
Opus Investment Management Inc. 0.39% No change 1,250 $601K
Aspen Wealth Management LLC 0.23% Add +12.6% 1,248 $600K
Tilia Fiduciary Partners, Inc. 0.48% Add +15.1% 1,243 $598K
Tower View Wealth Management LLC 0.35% Add +0.8% 1,241 $597K
Executive Wealth Management, LLC 0.05% Add +13.3% 1,239 $595K
Westshore Wealth, LLC 0.25% Add +80.1% 1,237 $595K
Delta Financial Group, Inc. 0.17% Add +6.3% 1,235 $594K
Valley National Advisers Inc. 0.09% No change 1,236 $594K
Montis Financial, LLC 0.28% Reduce -0.1% 1,232 $592K
Parallax Volatility Advisers, L.P. 0.02% Reduce -78.4% 1,232 $592K
Equita Financial Network, Inc. 0.27% Add +140.7% 1,230 $591K
Eclectic Associates Inc. 0.27% Reduce -29.4% 1,228 $590K
Strong Tower Advisory Services 0.24% Add +1.6% 1,228 $590K
Berkeley Capital Partners, LLC 0.18% Add +3.5% 1,221 $587K
Tarbox Family Office, Inc. 0.10% No change 1,218 $586K
Darwin Wealth Management, LLC 0.16% Add +1.2% 1,213 $583K
Knightsbridge Asset Management, LLC 0.17% No change 1,334 $583K
ETF Store, Inc. 0.33% Add +0.3% 1,210 $582K
Ruedi Wealth Management, Inc. 0.24% New 1,207 $580K
Iron Horse Wealth Management, LLC 0.23% Reduce -0.2% 1,205 $579K
Ironvine Capital Partners, LLC 0.06% Reduce -0.3% 1,205 $579K
Signature Estate & Investment Advisors LLC 0.02% Reduce -71.0% 1,204 $579K
NTV Asset Management LLC 0.09% Reduce -0.3% 1,198 $576K
Cedrus LLC 0.31% Add +22.3% 1,197 $576K
Pacific Financial Group Inc. 0.40% Reduce -5.0% 1,197 $576K
Tudor Investment Corporation 0.01% Reduce -60.3% 1,197 $575K
Verity Asset Management, Inc. 0.32% Add +4.6% 1,192 $573K
Maple Capital Management, Inc. 0.05% Add +24.8% 1,191 $573K
Financial Advisors, LLC 0.12% No change 1,191 $573K
Azimuth Capital Investment Management LLC 0.02% Reduce -87.1% 1,189 $572K
Tidemark, LLC 0.32% Add +43.4% 1,187 $570K
Aquire Wealth Advisors, LLC 0.20% Add +8.3% 1,186 $570K
Family Capital Management, Inc. 0.40% No change 1,182 $568K
Worth Asset Management, LLC 0.35% New 1,180 $567K
Girard Partners LTD. 0.05% Reduce -5.4% 1,178 $566K
Trueblood Wealth Management, LLC 0.32% Reduce -3.5% 1,175 $565K
Smith Salley Wealth Management 0.04% Add +25.4% 1,169 $562K
Mountain Pacific Investment Advisers LLC 0.03% No change 1,168 $561K
Source Financial Advisors LLC 0.17% No change 1,167 $561K
Kennedy Investment Group, Inc. 0.30% Add +2.3% 1,167 $561K
Cahill Wealth Management, LLC 0.33% Add +4.9% 1,165 $560K
RPg Family Wealth Advisory, LLC 0.18% Add +0.4% 1,159 $557K
Colton Groome Financial Advisors, LLC 0.22% Add +0.3% 1,159 $557K
Westwood Holdings Group Inc. 0.00% Add +2.0% 1,158 $557K
Strategic Wealth Partners, Ltd. 0.06% Reduce -16.0% 1,159 $557K
Twin Peaks Wealth Advisors, LLC 0.31% Add +28.9% 1,158 $557K
Cahaba Wealth Management, Inc. 0.05% Add +6.3% 1,158 $557K
Meredith Wealth Planning 0.31% Add +4.7% 1,157 $556K
Mission Creek Capital Partners, Inc. 0.14% Reduce -13.6% 1,156 $556K
Austin Private Wealth, LLC 0.06% Reduce -8.4% 1,160 $554K
Legacy Bridge, LLC 0.32% Reduce -24.6% 1,152 $554K
Howe & Rusling Inc. 0.05% Add +1.5% 1,152 $554K
Strategy Asset Managers LLC 0.12% Add +2.8% 1,147 $552K
Fortitude Advisory Group L.L.C. 0.31% Reduce -0.5% 1,146 $551K
Lake Hills Wealth Management, LLC 0.49% No change 1,145 $550K
OLIO Financial Planning 0.23% No change 1,255 $550K
Pursue Wealth Partners LLC 0.32% Add +7.1% 1,143 $549K
Jamison Private Wealth Management, Inc. 0.09% Add +7.5% 1,139 $548K
Alaska Permanent Fund Corp 0.01% No change 1,139 $548K
Wells Trecaso Financial Group, LLC 0.19% Reduce -9.5% 1,137 $547K
Advisory Resource Group 0.13% Add +0.7% 1,133 $545K
Custos Family Office, LLC 0.28% Reduce -15.2% 1,130 $543K
Curtis Advisory Group, LLC 0.21% Add +14.9% 1,126 $541K
Essex LLC 0.12% Add +0.2% 1,125 $541K
Forte Capital LLC 0.07% Reduce -2.5% 1,119 $538K
Highland Capital Management, LLC 0.03% Reduce -30.1% 1,116 $536K
Davidson Trust Co. 0.31% Reduce -3.0% 1,113 $535K
Bay Rivers Group 0.29% Reduce -2.4% 1,110 $533K
Park Place Capital Corp 0.19% Reduce -6.3% 1,107 $532K
American Institute for Advanced Investment Management, LLP 0.42% No change 1,107 $532K
Elk River Wealth Management LLC 0.11% Reduce -0.7% 1,107 $532K
Perennial Advisors, LLC 0.12% Add +6.9% 1,104 $531K
Dearborn Partners LLC 0.02% Add +1.7% 1,103 $530K
Fifth Third Wealth Advisors LLC 0.08% Add +60.4% 1,102 $530K
Campion Asset Management 0.41% No change 1,100 $529K
3EDGE Asset Management, LP 0.04% Reduce -28.3% 1,100 $529K
Chesapeake Wealth Management 0.19% Add +9.5% 1,098 $528K
Harbor Group, Inc. 0.14% Add +0.1% 1,098 $528K
Hurlow Wealth Management Group, Inc. 0.19% Add +5.6% 1,094 $526K
New Hampshire Trust 0.12% Reduce -78.0% 1,089 $523K
Burns Matteson Capital Management, LLC 0.34% New 1,088 $523K
Santori & Peters, Inc. 0.23% Add +0.2% 1,086 $522K
Ethos Financial Group, LLC 0.10% New 1,061 $521K
Manhattan West Asset Management, LLC 0.12% Add +3.0% 1,083 $520K
CPR Investments Inc. 0.40% Reduce -71.0% 1,080 $519K
First Citizens Financial Corp 0.31% Add +0.3% 1,080 $519K
Resources Management Corp. /CT/ 0.08% Reduce -4.8% 1,079 $518K
Armor Investment Advisors, LLC 0.25% No change 1,077 $518K
Dominguez Wealth Management Solutions, Inc. 0.41% Reduce -11.2% 1,076 $517K
Towercrest Capital Management 0.09% Add +11.3% 1,075 $517K
626 Financial, LLC 0.31% Add +0.2% 1,073 $516K
Gallagher Fiduciary Advisors, LLC 0.02% Add +0.3% 1,072 $515K
Waypoint Capital Advisors, LLC 0.13% Reduce -1.8% 1,072 $515K
Belvedere Trading LLC 0.04% Add +30.4% 1,071 $515K
Opal Wealth Advisors, LLC 0.17% New 1,066 $512K
Northwest Bank & Trust Co 0.47% Add +29.4% 1,108 $511K
Coston, McIsaac & Partners 0.16% Add +0.9% 1,064 $511K
Lee Financial Co 0.09% Reduce -4.3% 1,063 $511K
Lodestone Wealth Management LLC 0.27% Reduce -4.5% 1,062 $511K
Quadrant Private Wealth Management, LLC 0.13% Add +10.7% 1,062 $511K
Missouri Trust & Investment Co 0.20% Reduce -1.0% 1,062 $511K
Trifecta Capital Advisors, LLC 0.12% Reduce -2.1% 1,059 $509K
Opes Wealth Management LLC 0.12% Reduce -5.4% 1,059 $509K
Stone Summit Wealth LLC 0.18% Reduce -30.1% 1,058 $509K
Hoge Financial Services, LLC 0.42% Reduce -27.3% 1,057 $508K
Kuhn & Co Investment Counsel 0.48% Add +9.7% 1,052 $506K
First National Bank of Mount Dora, Trust Investment Services 0.12% No change 1,052 $506K
Godsey & Gibb, Inc. 0.05% Add +7.6% 1,050 $505K
JNBA Financial Advisors 0.05% No change 1,049 $504K
Legacy Wealth Asset Management, LLC 0.14% Add +67.0% 1,044 $502K
Cresta Advisors, Ltd. 0.32% Reduce -4.6% 1,038 $499K
Financial Partners Group, LLC 0.19% Add +12.5% 1,038 $499K
Studio Investment Management LLC 0.12% Reduce -35.4% 1,036 $498K
Sachetta, LLC 0.24% No change 1,139 $498K
LifePro Asset Management 0.33% New 1,031 $496K
Roberts Financial Services LLC 0.10% New 1,025 $493K
Center For Asset Management LLC 0.40% Reduce -5.5% 1,022 $491K
Patton Albertson Miller Group, LLC 0.07% Add +26.4% 1,016 $489K
Hartford Financial Management Inc. 0.10% Add +0.3% 1,013 $487K
Buska Wealth Management, LLC 0.21% — 1,012 $486K
White Pine Capital LLC 0.18% No change 1,050 $485K
Trinity Legacy Partners, LLC 0.14% Reduce -43.2% 1,006 $483K
TrinityPoint Wealth, LLC 0.08% Add +17.8% 1,005 $483K
tru Independence LLC 0.14% No change 1,002 $482K
Farmers Trust Co. 0.10% No change 1,000 $481K
Innova Wealth Partners 0.37% Add +2.4% 999 $480K
Cullen Investment Group, LTD. 0.08% Add +86.4% 1,003 $478K
Paragon Capital Management Ltd 0.09% New 993 $477K
Mason Investment Advisory Services, Inc. 0.03% No change 988 $475K
Essential Planning, LLC. 0.24% No change 1,087 $475K
Strait & Sound Wealth Management LLC 0.26% Reduce -4.8% 995 $474K
Rinkey Investments 0.17% Add +5.8% 983 $473K
Rosenblum Silverman Sutton S F Inc. 0.13% Reduce -1.7% 983 $473K
Goelzer Investment Management, Inc. 0.03% Add +0.5% 983 $472K
Pacifica Partners Inc. 0.21% Add +36.4% 989 $472K
Sicart Associates LLC 0.17% No change 982 $472K
Ledyard National Bank 0.05% Reduce -1.5% 981 $472K
Marex Group Ltd 0.02% Reduce -68.4% 981 $472K
Willow Creek Wealth Management Inc. 0.06% Add +1.4% 979 $471K
Cottage Street Advisors LLC 0.28% Reduce -0.3% 978 $470K
Dupree Financial Group, LLC 0.22% Add +0.1% 978 $470K
Howard Financial Services, LTD. 0.08% Add +0.2% 976 $469K
Ulland Investment Advisors, LLC 0.38% Add +1.1% 975 $469K
Brandywine Oak Private Wealth LLC 0.05% Reduce -7.8% 976 $469K
Navalign, LLC 0.16% Reduce -27.0% 975 $469K
HTLF Bank 0.05% No change 973 $468K
Shulman DeMeo Asset Management LLC 0.12% Add +0.1% 973 $468K
Accurate Wealth Management, LLC 0.14% New 1,026 $467K
RAM Investment Partners, LLC 0.15% No change 969 $466K
LifeSteps Financial, Inc. 0.35% No change 969 $466K
Poehling Capital Management, INC. 0.12% No change 969 $466K
MidAtlantic Capital Management, Inc. 0.41% Add +16.9% 967 $465K
AlphaQ Advisors LLC 0.28% Reduce -1.1% 963 $463K
Schmidt P J Investment Management Inc. 0.09% New 963 $463K
Brogan Financial, Inc. 0.30% Add +18.8% 956 $460K
Signature Resources Capital Management, LLC 0.43% No change 1,046 $457K
Tamar Securities, LLC 0.08% New 946 $455K
Private Capital Management, LLC 0.05% Reduce -11.1% 945 $454K
PrairieView Partners, LLC 0.05% Add +1.6% 943 $454K
Main Street Research LLC 0.03% Reduce -0.4% 944 $454K
NRI Wealth Management LC 0.38% Add +45.1% 942 $453K
Cranbrook Wealth Management, LLC 0.11% Add +4.7% 942 $453K
Intellectus Partners, LLC 0.12% Reduce -40.8% 939 $452K
Atticus Wealth Management, LLC 0.15% Add +0.1% 938 $451K
Old North State Wealth Management, LLC 0.29% Add +3.4% 932 $449K
Sterling Wealth Management, Inc. 0.22% Add +0.2% 934 $449K
Relative Value Partners Group, LLC 0.03% Reduce -48.3% 1,008 $447K
Whelan Financial 0.20% Add +6.9% 929 $447K
Vigilare Wealth Management 0.22% Reduce -49.2% 926 $445K
Eldridge Investment Advisors, Inc. 0.11% Add +0.1% 924 $444K
WESPAC Advisors, LLC 0.26% New 920 $442K
Mogy Joel R Investment Counsel Inc. 0.03% No change 920 $442K
D. Scott Neal, Inc. 0.29% Reduce -5.4% 917 $441K
Beacon Wealthcare LLC 0.20% Reduce -14.9% 916 $440K
O'Dell Group, LLC 0.11% Add +3.3% 916 $440K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.1% 915 $440K
Westside Investment Management, Inc. 0.11% Add +12.4% 912 $439K
Strata Wealth Advisors, LLC 0.15% Add +38.1% 910 $437K
Holderness Investments Co. 0.11% Add +6.0% 906 $435K
Heritage Wealth Management, Inc. 0.43% Add +85.5% 905 $435K
New Century Financial Group, LLC 0.30% New 903 $434K
Riversedge Advisors, LLC 0.11% Add +0.3% 901 $433K
ROI Financial Advisors, LLC 0.34% Add +0.6% 899 $432K
Summit Investment Advisory Services, LLC 0.26% Reduce -10.2% 897 $431K
Alaethes Wealth, LLC 0.19% Reduce -71.9% 895 $430K
Avalon Trust Co 0.04% No change 895 $430K
Leeward Financial Partners, LLC 0.18% No change 894 $430K
Bellwether Advisors, LLC 0.09% No change 892 $429K
Paragon Financial Partners, Inc. 0.35% Add +0.1% 891 $428K
Alta Wealth Advisors LLC 0.22% No change 891 $428K
Appleton Partners Inc. 0.03% Add +5.7% 891 $428K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -4.0% 885 $425K
Hibernia Wealth Partners, LLC 0.29% Add +8.5% 884 $425K
Stiles Financial Services Inc 0.17% Add +13.3% 1,000 $425K
William Howard & Co Financial Advisors Inc 0.40% — 882 $424K
Measured Wealth Private Client Group, LLC 0.15% Reduce -47.6% 881 $423K
Key Financial Inc 0.11% Reduce -7.8% 880 $423K
Patten Group, Inc. 0.10% No change 880 $423K
Aprio Wealth Management, LLC 0.08% Reduce -49.0% 880 $423K
Burke & Herbert Bank & Trust Co. 0.32% Reduce -24.6% 875 $421K
Broadleaf Partners, LLC 0.11% Reduce -23.8% 874 $420K
Castleview Partners, LLC 0.23% No change 873 $420K
Taylor Financial Group, Inc. 0.32% No change 872 $419K
Shepherd Kaplan Krochuk, LLC 0.33% Reduce -35.8% 871 $419K
Blueprint Investment Partners LLC 0.08% Add +24.5% 869 $418K
Atlantic Private Wealth, LLC 0.35% No change 869 $418K
Wolf Group Capital Advisors 0.20% No change 1,025 $417K
High Note Wealth, LLC 0.14% Reduce -0.3% 868 $417K
PCG Wealth Advisors, LLC 0.20% No change 862 $414K
Hyperion Partners, LLC 0.30% No change 859 $413K
TNF LLC 0.16% Add +14.6% 887 $412K
Crown Wealth Group, LLC 0.21% Add +76.3% 855 $411K
Moseley Investment Management Inc. 0.20% Reduce -1.4% 855 $411K
Cypress Capital, LLC 0.11% Add +0.1% 853 $410K
Pinkerton Wealth, LLC 0.07% Add +65.3% 848 $408K
XTX Topco Ltd 0.05% New 847 $407K
Bayshore Asset Management, LLC 0.20% Reduce -21.8% 845 $406K
GPS Wealth Strategies Group, LLC 0.07% Reduce -27.6% 845 $406K
Fayez Sarofim & Co 0.00% New 839 $403K
Meridian Financial Advisors, LLC 0.30% Add +2.6% 839 $403K
Paragon Advisors, LLC 0.16% Reduce -78.3% 839 $403K
Joseph P. Lucia & Associates, LLC 0.22% Add +16.9% 838 $403K
Ayrshire Capital Management LLC 0.22% No change 837 $402K
Koss-Olinger Consulting, LLC 0.22% Reduce -88.4% 837 $402K
Signature Wealth Management Group 0.18% No change 884 $402K
Rothschild Capital Partners, LLC 0.12% Reduce -22.4% 833 $400K
Family Asset Management, LLC 0.25% No change 833 $400K
Bernzott Capital Advisors 0.16% Reduce -71.1% 827 $397K
American Planning Services, Inc. 0.29% Add +9.9% 824 $396K
Stonebridge Capital Advisors LLC 0.04% Reduce -15.0% 823 $396K
Dogwood Wealth Management LLC 0.27% Reduce -2.1% 823 $395K
Greystone Financial Group, LLC 0.08% New 821 $394K
Octavia Wealth Advisors, LLC 0.06% Add +1.2% 819 $393K
Advantage Trust Co 0.29% No change 818 $393K
Napa Wealth Management 0.21% Add +0.6% 817 $393K
GDS Wealth Management 0.05% No change 817 $393K
Grandview Asset Management LLC 0.18% Add +16.4% 814 $391K
New Capital Management LP 0.12% New 813 $391K
SWAN Capital LLC 0.22% New 812 $390K
Lester Murray Antman dba SimplyRich 0.13% No change 811 $390K
Pennsylvania Capital Management Inc. 0.16% No change 810 $389K
Colonial Trust Co / SC 0.07% Reduce -68.2% 810 $389K
ODonnell Financial Services, LLC 0.18% Add +0.3% 809 $389K
Pathway Financial Advisers, LLC 0.14% Add +23.9% 808 $388K
Kowal Investment Group, LLC 0.08% Add +0.8% 806 $387K
Iron Gate Global Advisors LLC 0.07% Add +10.9% 806 $387K
One Wealth Advisors, LLC 0.07% Reduce -1.2% 804 $386K
White Knight Strategic Wealth Advisors, LLC 0.40% Reduce -0.1% 799 $384K
Emfo, LLC 0.35% Add +6.1% 796 $383K
IAG Wealth Partners, LLC 0.08% Reduce -13.2% 788 $379K
Hantz Financial Services, Inc. 0.01% Reduce -16.6% 786 $378K
MPS Loria Financial Planners, LLC 0.13% Add +4.0% 784 $377K
Lwmg, LLC 0.09% No change 783 $376K
Anchor Capital Advisors LLC 0.01% New 782 $376K
Pegasus Asset Management, Inc. 0.12% Add +4.4% 781 $375K
RVW Wealth, LLC 0.04% Add +27.2% 781 $375K
Integrity Financial Corp 0.26% Add +159.7% 779 $374K
Nemes Rush Group LLC 0.05% Add +6.6% 776 $373K
Kirtland Hills Capital Management, LLC 0.32% — 783 $372K
Sterling Investment Counsel, LLC 0.17% Reduce -0.6% 774 $372K
Caldwell Sutter Capital, Inc. 0.18% No change 771 $371K
Envoi LLC 0.87% No change 766 $368K
Hamilton Capital, LLC 0.03% Add +50.7% 764 $367K
Sinecera Capital, LLC 0.51% Add +0.3% 763 $367K
Advisor Resource Council 0.15% Reduce -97.0% 836 $365K
Exchange Bank 0.30% Reduce -7.2% 758 $364K
Gilman Hill Asset Management, LLC 0.07% New 758 $364K
Addison Capital Co 0.18% New 756 $363K
TrueWealth Advisors, LLC 0.14% No change 751 $361K
Weatherly Asset Management L. P. 0.03% No change 751 $361K
49 Wealth Management, LLC 0.08% New 750 $360K
Cornerstone Wealth Advisors, Inc. 0.11% Add +13.8% 748 $360K
Heartwood Wealth Advisors LLC 0.04% No change 746 $359K
Elevation Point Wealth Partners, LLC 0.03% Add +6.8% 743 $357K
Matisse Capital 0.17% Add +3.2% 742 $357K
Capital Investment Services of America, Inc. 0.03% Reduce -3.9% 742 $357K
Gables Capital Management Inc. 0.20% No change 740 $356K
RiverFront Investment Group, LLC 0.01% No change 740 $356K
Sprinkle Financial Consultants LLC 0.30% Add +9.1% 740 $355K
Alliance Wealth Management Group 0.10% Add +17.3% 739 $355K
ABLE Financial Group, LLC 0.14% Reduce -0.7% 736 $354K
Magnolia Wealth Management, LLC 0.14% New 736 $354K
Ransom Advisory, Ltd 0.19% — 735 $353K
Semus Wealth Partners LLC 0.30% Add +19.0% 734 $353K
Tucker Asset Management LLC 0.08% Add +6.8% 733 $352K
FirstPurpose Wealth LLC 0.13% Reduce -3.0% 744 $352K
Shakespeare Wealth Management, LLC 0.10% Add +2.5% 727 $349K
Prairie Wealth Advisors, Inc. 0.16% — 724 $348K
Shepherd Financial Partners LLC 0.05% New 722 $347K
Caliber Wealth Management, LLC 0.18% Add +14.1% 721 $347K
Financial Advisory Partners, LLC 0.13% No change 721 $347K
Cascade Wealth Advisors, Inc 0.29% — 738 $347K
Vestor Capital, LLC 0.03% Add +50.1% 716 $344K
Gsa Capital Partners LLP 0.03% New 716 $344K
Taylor & Morgan Wealth Management, LLC 0.25% Add +28.1% 715 $344K
Kellett Wealth Advisors, LLC 0.24% Add +4.1% 714 $343K
PEAK6 Investments LLC 0.02% Add +23666.7% 713 $343K
Meadow Creek Wealth Advisors LLC 0.24% No change 713 $343K
Wolff Wiese Magana LLC 0.29% Add +32.3% 709 $341K
Davidson Investment Advisors 0.02% No change 709 $341K
Higgins & Schmidt Wealth Strategies LLC 0.25% Add +11.2% 707 $340K
Opinicus Capital, Inc. 0.30% Add +1.0% 707 $340K
Schwarz Dygos Wheeler Investment Advisors LLC 0.10% New 706 $339K
Palo Alto Wealth Advisors, LLC 0.24% Add +21.2% 704 $338K
LGT Financial Advisors LLC 0.39% Reduce -0.3% 700 $336K
Ascension Asset Management LLC 0.18% — 700 $336K
Dakota Community Bank & Trust NA 1.81% Reduce -44.2% 698 $336K
Significant Wealth Partners LLC 0.22% New 698 $336K
Bellecapital International Ltd. 0.07% Reduce -2.8% 697 $335K
Empirical Asset Management, LLC 0.16% Add +0.1% 697 $335K
Conservest Capital Advisors, Inc. 0.03% Add +1.9% 697 $335K
Hazlett, Burt & Watson, Inc. 0.20% No change 694 $334K
McIlrath & Eck, LLC 0.05% Add +193.2% 692 $333K
Sound Stewardship, LLC 0.20% Reduce -0.7% 690 $332K
Vaughan David Investments LLC 0.01% New 686 $330K
Camelot Technology Advisors, Inc. 0.31% New 685 $329K
Mma Asset Management LLC 0.15% Reduce -3.1% 689 $328K
Granite Bay Wealth Management, LLC 0.19% Reduce -98.4% 683 $328K
Vawter Financial, Ltd. 0.24% Add +7.6% 681 $328K
Jentner Corp 0.11% No change 677 $325K
Nabity-Jensen Investment Management Inc 0.27% Reduce -1.6% 676 $325K
Shared Vision Wealth Group LLC 0.20% No change 675 $324K
Tandem Capital Management Corp. 0.18% Reduce -3.6% 675 $324K
Inlet Private Wealth, LLC 0.09% Reduce -12.9% 674 $324K
SWP Financial LLC 0.23% No change 673 $324K
Next Level Private LLC 0.15% Add +4.7% 672 $323K
Colony Family Offices, LLC 0.10% No change 672 $323K
Maxwell Wealth Strategies Inc. 0.16% No change 672 $323K
Schnieders Capital Management LLC 0.07% Reduce -34.3% 671 $323K
Sharp Wealth Advisory, LLC 0.30% New 670 $322K
Telos Capital Management, Inc. 0.04% Add +10.9% 670 $322K
Droms Strauss Advisors Inc. /Mo/ 0.12% Add +25.0% 670 $322K
Coastal Bridge Advisors, LLC 0.07% No change 670 $322K
MilWealth Group LLC 0.10% Reduce -1.5% 667 $321K
NovaPoint Capital, LLC 0.11% New 664 $319K
Bright Financial Advisors, Inc. 0.24% — 686 $319K
Fortitude Family Office, LLC 0.21% Reduce -3.8% 660 $317K
Affinity Capital Advisors, LLC 0.07% Add +2.3% 660 $317K
Guardian Wealth Advisors, LLC 0.20% No change 653 $314K
Jmac Enterprises LLC 0.06% Add +1.6% 651 $313K
Sargent Investment Group, LLC 0.07% Reduce -0.5% 649 $312K
Roman Butler Fullerton & Co. 0.12% Reduce -48.6% 723 $312K
City Center Advisors, LLC 0.37% — 647 $311K
Ramsay, Stattman, Vela & Price, Inc. 0.06% Reduce -12.8% 646 $311K
Prosperity Consulting Group, LLC 0.04% Add +1.4% 645 $310K
Ceera Investments, LLC 0.14% No change 645 $310K
My Legacy Advisors, LLC 0.10% Reduce -5.4% 645 $310K
Dash Acquisitions Inc. 0.10% New 674 $310K
Knights of Columbus Asset Advisors LLC 0.02% Add +3.2% 639 $307K
Park Edge Advisors, LLC 0.09% Reduce -10.5% 637 $306K
Sloy Dahl & Holst, LLC 0.07% No change 636 $306K
Fagan Associates, Inc. 0.06% No change 635 $305K
Priebe Wealth Holdings LLC 0.24% Add +0.3% 634 $305K
Rodgers & Associates, LTD 0.04% Reduce -5.5% 631 $303K
Butensky & Cohen Financial Security, Inc. 0.09% Reduce -15.4% 628 $302K
Nvwm, LLC 0.08% Reduce -78.6% 627 $301K
Atlantic Union Bankshares Corp 0.03% Reduce -36.5% 624 $300K
Rollins Financial Advisors, LLC 0.06% New 624 $300K
Lockerman Financial Group, Inc. 0.57% Reduce -7.0% 623 $299K
Rogco, LP 0.12% No change 623 $299K
New Insight Wealth Advisors 0.19% New 623 $299K
Triune Financial Partners, LLC 0.10% Reduce -3.7% 619 $297K
Peterson Wealth Advisors, LLC 0.06% New 618 $297K
Neumann Capital Management, LLC 0.11% Reduce -13.9% 617 $297K
Ironwood Wealth Management, LLC. 0.10% Add +124.1% 614 $295K
City Holding Co. 0.04% No change 614 $295K
Capital Analysts, LLC 0.01% Add +0.2% 614 $295K
Piscataqua Savings Bank 0.26% No change 613 $295K
Foster Victor Wealth Advisors, LLC 0.03% New 619 $294K
Wrenne Financial Planning LLC 0.22% Add +1.8% 609 $293K
Sei Investments Co. 0.00% Reduce -1.3% 609 $293K
Mycio Wealth Partners, LLC 0.07% Add +0.2% 607 $292K
Altfest L J & Co. Inc. 0.04% Add +1.8% 608 $292K
Gen-Wealth Partners Inc 0.14% — 605 $291K
Mattern Wealth Management LLC 0.07% Reduce -5.9% 603 $290K
Lunt Capital Management, Inc. 0.14% Reduce -0.3% 596 $286K
Lafayette Investments, Inc. 0.06% No change 595 $286K
Waterford Advisors, LLC 0.12% Reduce -46.8% 591 $284K
Successful Portfolios LLC 0.19% No change 589 $283K
Cape Investment Advisory, Inc. 0.13% Add +13.5% 589 $283K
KMG Fiduciary Partners, LLC 0.03% Add +0.7% 587 $282K
Silverlake Wealth Management LLC 0.14% Add +18.0% 584 $281K
Oxinas Partners, LLC 0.18% Add +1.8% 583 $280K
Great Lakes Advisors, LLC 0.00% Reduce -12.7% 582 $280K
Exchange Capital Management, Inc. 0.05% Add +12.0% 580 $279K
Catalina Capital Group, LLC 0.12% New 580 $279K
Quarry Hill Advisors, LLC 0.20% New 579 $278K
Capital Square, LLC 0.20% New 578 $278K
KRS Capital Management, LLC 0.22% No change 577 $277K
Round Rock Advisors LLC 0.07% New 577 $277K
Palumbo Wealth Management LLC 0.12% Add +0.2% 575 $277K
Lincoln Capital LLC 0.06% Reduce -4.2% 574 $276K
Intrepid Financial Planning Group LLC 0.12% No change 574 $276K
Swisher Financial Concepts, Inc. 0.24% Reduce -0.7% 582 $275K
Connors Investor Services Inc. 0.03% No change 572 $275K
Covenant Asset Management, LLC 0.07% Add +10.0% 571 $274K
CCG Wealth Management, LLC 0.17% Add +0.5% 570 $274K
Arden Trust Co 0.04% Reduce -12.3% 569 $274K
Vermillion & White Wealth Management Group, LLC 0.22% Add +0.2% 567 $273K
Accordant Advisory Group Inc 0.20% — 565 $272K
Sterling Investment Management, LLC 0.19% Reduce -50.2% 565 $272K
Arq Wealth Advisors, LLC 0.12% Add +13.0% 565 $272K
Triumph Capital Management 0.11% New 564 $271K
SYM FINANCIAL Corp 0.04% Reduce -71.2% 562 $270K
Inspire Advisors, LLC 0.04% Add +9.8% 562 $270K
Summit Wealth Partners, LLC 0.06% Add +0.5% 560 $269K
LPF Advisors LLC 0.27% No change 556 $267K
Walker Financial Services, Inc. 0.22% New 555 $267K
Mach-1 Financial Group, LLC 0.20% New 554 $266K
Benin Management CORP 0.08% No change 550 $264K
Integris Wealth Management, LLC 0.07% No change 550 $264K
Whitegate Investment Counselors, Inc. 0.07% New 549 $264K
Garrison Point Advisors, LLC 0.17% Add +5.8% 549 $264K
Ballew Advisors, Inc 0.18% No change 558 $264K
Lazari Capital Management, Inc. 0.14% Add +0.9% 547 $263K
Seaside Wealth Management, Inc. 0.11% Reduce -31.5% 546 $262K
Roof Eidam Maycock Peralta, LLC 0.07% No change 546 $262K
Morse Asset Management, Inc 0.07% No change 545 $262K
McNamara Financial Services, Inc. 0.06% No change 544 $262K
Chronos Wealth Management, LLC 0.15% New 540 $260K
IMS Capital Management 0.12% No change 539 $259K
Moser Wealth Advisors, LLC 0.14% No change 538 $259K
Hummer Financial Advisory Services Inc 0.21% Reduce -9.3% 538 $259K
Moller Wealth Partners 0.07% No change 538 $259K
Private Capital Advisors, Inc. 0.03% No change 535 $257K
Quintet Private Bank (Europe) S.A. 0.01% Reduce -13.8% 461 $256K
Patton Fund Management, Inc. 0.05% No change 530 $255K
Carret Asset Management, LLC 0.03% Reduce -6.2% 530 $255K
S&co Inc. 0.02% Reduce -13.1% 530 $254K
Samalin Investment Counsel, LLC 0.12% New 528 $254K
Security National Bank of Sioux City Iowa 0.18% Reduce -8.7% 526 $253K
Legacy Capital Group California, Inc. 0.09% Add +0.4% 525 $253K
Obsidian Personal Planning Solutions LLC 0.17% Add +8.3% 547 $252K
M. Kraus & Co 0.08% No change 525 $252K
Penobscot Investment Management Company, Inc. 0.03% No change 523 $252K
Concord Wealth Partners 0.05% Add +4.0% 522 $251K
Seelaus Asset Management LLC 0.26% Add +5.3% 521 $250K
Kolinsky Wealth Management, LLC 0.19% New 520 $250K
Stolper Co 0.09% No change 520 $250K
Claret Asset Management Corp 0.04% Add +2.8% 521 $250K
Adell Harriman & Carpenter Inc. 0.02% No change 520 $250K
Unionview, LLC 0.21% Add +0.6% 519 $250K
Insight 2811, Inc. 0.13% No change 518 $249K
Kingfisher Capital LLC 0.06% No change 517 $248K
Benedetti & Gucer, Inc. 0.12% New 513 $247K
Sweeney & Michel, LLC 0.11% — 511 $246K
United Asset Strategies, Inc. 0.02% New 511 $246K
Meritas Wealth Management, LLC 0.17% No change 509 $245K
Emergent Wealth Advisors, LLC 0.21% No change 507 $244K
Jackson Square Capital, LLC 0.06% Add +5.9% 506 $243K
Petix & Botte Co 0.06% Reduce -50.0% 505 $243K
Prestige Wealth Management Group LLC 0.05% Add +1.0% 505 $243K
Novak & Powell Financial Services, Inc. 0.18% Reduce -2.5% 504 $242K
Heritage Wealth Partners, LLC 0.49% No change 554 $242K
Cim, LLC 0.04% No change 503 $242K
Waycross Investment Management Co 0.23% No change 503 $242K
Hofer & Associates. Inc 0.20% No change 503 $242K
Absolute Capital Management, LLC 0.15% Reduce -1.2% 503 $242K
RIA Advisory Group LLC 0.10% New 501 $241K
East Coast Asset Management, LLC. 0.09% No change 500 $240K
Midwest Financial Group LLC 0.16% Add +5.5% 497 $239K
Capital Insight Partners, LLC 0.04% No change 493 $237K
Cadent Capital Advisors, LLC 0.09% New 489 $235K
LWM Advisory Services, LLC 0.19% New 489 $235K
Seven Post Investment Office LP 0.06% New 489 $235K
1832 Asset Management L.P. 0.00% Reduce -95.9% 487 $234K
Trivium Point Advisory, LLC 0.05% New 486 $234K
Continental Investors Services, Inc. 0.55% Reduce -3.2% 485 $233K
James J. Burns & Company, LLC 0.08% New 489 $233K
Marino, Stram & Associates LLC 0.06% No change 483 $232K
Smith & Howard Wealth Management, LLC 0.07% Reduce -11.5% 483 $232K
Washington Trust Bank 0.02% New 483 $232K
Callahan Advisors, LLC 0.02% No change 482 $231K
Orange Investment Advisors, Inc. 0.03% Reduce -2.4% 480 $231K
Etfidea, LLC 0.08% Add +0.2% 480 $231K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $230K
Sugarloaf Wealth Management, LLC 0.05% Reduce -69.0% 477 $229K
Corrado Advisors, LLC 0.15% New 476 $229K
Lantern Wealth Advisors, LLC 0.16% New 473 $227K
Brown Miller Wealth Management, LLC 0.10% Reduce -15.7% 472 $227K
M. Kulyk & Associates, LLC 0.05% Reduce -2.5% 472 $227K
Nelson Capital Management, LLC 0.04% New 471 $226K
West Coast Financial LLC 0.03% No change 469 $225K
Carson Advisory Inc. 0.16% Reduce -4.5% 468 $225K
Trilogy Capital Inc. 0.01% No change 467 $224K
Advocate Group LLC 0.04% Add +0.2% 463 $223K
Westchester Capital Management, Inc. 0.06% Add +85.2% 463 $223K
Sage Advisors, LLC 0.20% Reduce -12.0% 462 $222K
Tiemann Investment Advisors, LLC 0.10% No change 461 $222K
Joule Financial, LLC 0.09% Reduce -17.1% 460 $221K
Atlas Private Wealth Advisors 0.07% Reduce -53.9% 459 $220K
Cornerstone Enterprises, LLC 0.16% New 457 $220K
Goepper Burkhardt LLC 0.10% Add +3.4% 457 $219K
QCM Cayman, Ltd. 2.94% New 455 $219K
Graham Capital Wealth Management, LLC 0.40% New 455 $219K
Crestone Asset Management LLC 0.04% New 454 $218K
Meyer Handelman Co. 0.01% Reduce -33.3% 454 $218K
NDWM LLC 0.20% New 453 $218K
Mfa Wealth Advisors, LLC 0.06% New 452 $217K
Blume Capital Management, Inc. 0.05% Add +303.6% 452 $217K
American Financial Advisors, LLC 0.03% New 452 $217K
Windsor Capital Management, LLC 0.07% New 452 $217K
Cypress Financial Planning LLC 0.10% New 451 $217K
Hilltop Wealth Advisors, LLC 0.11% New 449 $216K
SC&H Financial Advisors, Inc. 0.06% New 446 $214K
Stewardship Advisors, LLC 0.07% New 446 $214K
Boulder Wealth Advisors, LLC 0.13% — 445 $214K
Mason & Associates Inc 0.06% New 445 $214K
Fiduciary Alliance LLC 0.04% New 445 $214K
Rosenberg Matthew Hamilton 0.06% Add +2.3% 445 $214K
Twelve Points Wealth Management LLC 0.08% New 444 $213K
Caitlin John, LLC 0.16% Add +2.5% 442 $213K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -17.2% 442 $213K
Summit Financial Wealth Advisors, LLC 0.04% New 442 $213K
Atalanta Sosnoff Capital, LLC 0.00% New 441 $212K
Northcape Wealth Management, LLC 0.08% New 440 $212K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -21.8% 442 $211K
ESL Trust Services, LLC 0.06% New 439 $211K
Focused Wealth Management, Inc 0.03% Add +5.8% 438 $211K
Fluent Financial, LLC 0.12% Reduce -5.0% 438 $211K
Kelman-Lazarov, Inc. 0.04% Reduce -12.3% 435 $209K
Trust Co of Kansas 0.11% New 435 $209K
Oxford Wealth Group, LLC 0.19% — 433 $208K
Laraway Financial Advisors Inc 0.18% New 433 $208K
Trust Co 0.03% Add +106.7% 430 $207K
Princeton Global Asset Management LLC 0.05% Reduce -9.9% 429 $206K
Dagco, Inc. 0.09% New 427 $205K
Encompass More Asset Management 0.17% New 426 $205K
Ballast, Inc. 0.06% New 426 $205K
Global Trust Asset Management, LLC 0.08% Add +26.4% 426 $205K
Tobias Financial Advisors, Inc. 0.05% New 426 $205K
Orleans Capital Management Corp. 0.13% Reduce -29.2% 425 $204K
Suncoast Equity Management 0.02% Reduce -30.4% 425 $204K
JBR Co Financial Management Inc 0.16% New 423 $203K
Cutler Group LLC / CA 0.10% Reduce -81.2% 424 $203K
Paces Ferry Wealth Advisors, LLC 0.13% New 422 $203K
X-Square Capital, LLC 0.10% New 439 $202K
Greater Midwest Financial Group, LLC 0.13% Reduce -28.1% 417 $201K
Blue Zone Wealth Advisors, LLC 0.07% New 417 $200K
NFSG Corp 0.09% Reduce -55.4% 414 $199K
Union Savings Bank 0.10% No change 406 $195K
Orion Capital Management LLC 0.10% No change 402 $193K
Wells Financial Advisors INC 0.13% No change 400 $192K
General Partner, Inc. 0.12% No change 400 $192K
Powell Investment Advisors, LLC 0.10% Add +57.3% 387 $186K
Insight Inv LLC 0.16% Reduce -8.8% 385 $185K
Westwind Capital 0.05% No change 385 $185K
WR Wealth Planners, LLC 0.06% New 379 $182K
Providence Capital Advisors, LLC 0.04% Add +13.0% 374 $180K
Financial Gravity Asset Management, Inc. 0.05% Reduce -94.7% 399 $175K
Banque Cantonale Vaudoise 0.01% No change 364 $175K
St Germain D J Co. Inc. 0.01% Reduce -5.4% 349 $168K
West Branch Capital LLC 0.07% Add +24.1% 345 $166K
Delta Asset Management LLC 0.01% Add +17050.0% 343 $165K
Pacific Capital Wealth Advisors, Inc. 0.04% No change 341 $164K
IFS Advisors, LLC 0.14% Add +69.1% 328 $158K
MTM Investment Management, LLC 0.06% Add +242.1% 325 $156K
Mowery & Schoenfeld Wealth Management, LLC 0.29% Reduce -5.5% 308 $148K
Capital Advisors, Ltd. LLC 0.02% No change 301 $145K
Arcadia Investment Management Corp. 0.03% Reduce -39.9% 301 $145K
Versant Capital Management, Inc 0.04% Add +51.0% 290 $140K
Spectrum Wealth Counsel, LLC 0.02% No change 290 $139K
Breakwater Investment Management 0.06% — 290 $139K
Man Group plc 0.00% Reduce -96.6% 288 $138K
Elgethun Capital Management 0.03% Add +1.8% 286 $138K
Keener Financial Planning LLC 0.09% No change 284 $137K
Stuart Chaussee & Associates, Inc. 0.04% No change 281 $135K
GAMMA Investing LLC 0.03% New 273 $131K
Horizons Wealth Management 0.08% No change 293 $128K
Clarity Asset Management, Inc. 0.09% Add +120.0% 264 $127K
Capital Investment Counsel, Inc 0.02% No change 260 $125K
Wit, LLC 3.80% New 259 $125K
Rowlandmiller & Partners.adv 0.03% Reduce -4.5% 256 $123K
Optimum Investment Advisors 0.06% Add +9.0% 255 $123K
WFA Asset Management Corp 0.06% Add +23.0% 251 $121K
Grayhawk Investment Strategies Inc. 0.11% No change 250 $120K
Baldwin Wealth Partners LLC 0.01% No change 246 $118K
Transcendent Capital Group LLC 0.07% Reduce -0.4% 242 $116K
AllSquare Wealth Management LLC 0.07% No change 235 $113K
Jackson Hole Capital Partners, LLC 0.03% No change 230 $111K
Burkett Financial Services, LLC 0.06% Add +2.7% 227 $109K
Fortis Group Advisors, LLC 0.02% Reduce -50.0% 221 $106K
REAP Financial Group, LLC 0.03% Reduce -5.6% 218 $105K
PFS Partners, LLC 0.07% Reduce -1.8% 214 $103K
Oakworth Capital, Inc. 0.01% Add +8.7% 212 $102K
Game Plan Financial Advisors, LLC 0.06% No change 206 $99K
TruNorth Capital Management, LLC 0.03% — 203 $98K
Gold Investment Management Ltd. 0.04% No change 199 $96K
FSA Wealth Management LLC 0.04% Add +296.0% 198 $95K
Horizon Financial Services, LLC 0.06% New 187 $90K
Chelsea Counsel Co. 0.05% Reduce -96.0% 178 $86K
American National Bank & Trust 0.01% Add +15.9% 175 $84K
CNB Bank 0.04% Add +6.1% 174 $84K
Joseph Group Capital Management 0.04% Add +1.2% 166 $80K
Goodman Advisory Group, LLC 0.02% No change 159 $76K
Founders Capital Management 0.05% No change 155 $75K
Byrne Asset Management LLC 0.06% No change 155 $75K
Woodard & Co. Asset Management Group Inc. 0.02% Add +31.4% 155 $75K
Acima Private Wealth, LLC 0.03% No change 150 $72K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +0.7% 149 $72K
Register Financial Advisors LLC 0.04% No change 140 $67K
PFC Capital Group, Inc. 0.03% No change 136 $65K
Nisa Investment Advisors, LLC 0.00% No change 135 $65K
Fernwood Investment Management, LLC 0.02% New 133 $64K
Bellevue Asset Management, LLC 0.03% No change 125 $60K
Gilliland Jeter Wealth Management LLC 0.02% New 124 $60K
Davis Capital Management 0.05% Add +1.6% 123 $59K
Criterion Capital Advisors, LLC 0.04% No change 121 $58K
CGC Financial Services, LLC 0.03% Reduce -6.9% 121 $58K
Northwest Investment Counselors, LLC 0.01% New 120 $58K
American Capital Advisory, LLC 0.05% Reduce -48.5% 151 $57K
Mine & Arao Wealth Creation & Management, LLC. 0.03% Add +1.7% 118 $57K
Costello Asset Management, INC 0.04% Add +22.0% 111 $53K
Provident Wealth Management, LLC 0.02% New 99 $48K
Aspire Private Capital, LLC 0.01% No change 97 $47K
Element Wealth, LLC 0.03% Add +17.3% 95 $46K
Spirit of America Management Corp. 0.01% New 96 $45K
AlphaMark Advisors, LLC 0.02% Add +641.7% 89 $43K
Eukles Asset Management 0.02% Add +3.6% 87 $42K
Elevation Wealth Partners, LLC 0.02% Add +16.2% 86 $42K
Aberdeen Wealth Management LLC 0.02% New 85 $41K
Creekmur Asset Management LLC 0.01% No change 84 $40K
Vima LLC 0.05% Reduce -12.3% 107 $40K
Elevate Wealth Advisory, Inc. 0.03% New 81 $39K
Highlander Capital Management, LLC 0.02% No change 81 $39K
Zeit Capital LLC 0.03% No change 80 $38K
Garland Capital Management Inc. 0.02% No change 72 $35K
Bull Oak Capital, LLC 0.02% Reduce -96.7% 69 $33K
Motco 0.00% No change 68 $33K
Matrix Private Capital Group LLC 0.02% Add +103.3% 61 $29K
Atwood & Palmer Inc. 0.00% Add +1.7% 61 $29K
Punch & Associates Investment Management, Inc. 0.00% Reduce -99.4% 58 $28K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $27K
Chesapeake Asset Management LLC 0.02% Reduce -16.4% 51 $25K
RE Dickinson Investment Advisors, LLC 0.01% No change 49 $24K
Aspect Partners, LLC 0.02% No change 48 $23K
Pin Oak Investment Advisors Inc. 0.02% No change 46 $22K
Naples Money Management LLC 0.02% No change 41 $20K
Islay Capital Management, LLC 0.01% No change 40 $19K
Cordant, Inc. 0.01% Reduce -84.9% 40 $19K
Macroview Investment Management LLC 0.02% No change 38 $18K
SouthState Bank Corp 0.00% No change 38 $18K
Horrell Capital Management, Inc. 0.01% No change 38 $18K
Raleigh Capital Management Inc. 0.01% No change 36 $17K
Milestone Investment Advisors LLC 0.00% No change 34 $16K
Delos Wealth Advisors, LLC 0.02% Reduce -11.8% 30 $14K
Friedenthal Financial 0.01% Add +7.1% 30 $14K
Thompson Investment Management, Inc. 0.00% No change 28 $13K
Retirement Group, LLC 0.00% New 27 $13K
Bare Financial Services, Inc 0.01% New 28 $13K
EPG Wealth Management LLC 0.00% Add +66.7% 25 $12K
Kozak & Associates, Inc. 0.00% Reduce -89.1% 23 $11K
Hexagon Capital Partners LLC 0.00% Add +90.9% 21 $10K
Compass Wealth Management LLC 0.00% No change 18 $9K
Central Pacific Bank - Trust Division 0.00% — 17 $8K
Russell Investments Group, Ltd. 0.00% New 17 $8K
Voisard Asset Management Group, Inc. 0.00% New 15 $7K
Penserra Capital Management LLC 0.00% New 16 $7K
Lummis Asset Management, LP 0.01% Reduce -90.5% 14 $7K
Robbins Farley 0.00% No change 12 $6K
Rice Partnership, LLC 0.00% New 12 $6K
Kelly Financial Services LLC 0.00% Reduce -88.8% 11 $5K
Maryland Capital Advisors Inc. 0.00% No change 11 $5K
MGB Wealth Management, LLC 0.00% No change 10 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $4K
New England Capital Financial Advisors LLC 0.00% New 8 $4K
Contravisory Investment Management, Inc. 0.00% No change 8 $4K
Bay Harbor Wealth Management, LLC 0.00% No change 8 $4K
Slocum, Gordon & Co LLP 0.00% New 7 $4K
Richard W. Paul & Associates, LLC 0.00% Reduce -12.5% 7 $3K
Briaud Financial Planning Inc 0.00% New 5 $3K
CKW Financial Group 0.00% No change 7 $3K
Impact Partnership Wealth, LLC 0.00% Reduce -85.0% 6 $3K
Nordwand Advisors, LLC 0.00% No change 5 $2K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -92.8% 5 $2K
Covestor Ltd 0.00% No change 3 $2K
Loomis Sayles & Co. L P 0.00% Reduce -94.7% 5 $2K
Pension & Wealth Management Advisors, Inc. 0.00% New 3 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Frazier Financial Advisors, LLC 0.00% Add +100.0% 2 $988
Redmont Wealth Advisors LLC 0.00% New 2 $964
Pflug Koory, LLC 0.00% No change 2 $964
Lowe Wealth Advisors, LLC 0.00% No change 2 $961
Truvestments Capital LLC 0.00% Reduce -95.5% 2 $961
PFG Private Wealth Management, LLC 0.00% Reduce -66.7% 1 $481
Wellington Shields & Co., LLC 0.00% No change 1 $481
Investors Research Corp 0.00% Reduce -95.0% 1 $481
NewSquare Capital LLC 0.00% New 1 $418

"% of holder's portfolio" is VOO's weight in each manager's 13F, not the share of Vanguard S&P 500 ETF the manager owns.