Vanguard S&P 500 ETFVOOETF

13F holders, Q2 2024 (June 30)
2,833holders +86
155new positions
83sold out
9famous investors
$489.70avg. 13F price*

At the end of Q2 2024, 2,833 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 86 from Q1 2024. 155 opened new positions and 83 sold out. The largest holders were Vanguard Group Inc. ($13.8B), Raymond James & Associates ($11.6B) and Bank of America Corp. ($11.5B). 9 famous investors held it, including Prem Watsa (4.0% of Fairfax Financial Holdings's portfolio), Leon Cooperman (1.0% of Omega Advisors (Leon Cooperman)'s portfolio) and Ken Fisher (0.4% of Fisher Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions155$1.2B
Exits83$688.7M

All 13F filers, Q1 2024 → Q2 2024: 35,903,953 shares bought and 14,280,496 shares sold, net +21,623,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,833 holders

Vanguard Group Inc. 0.27% Add +8.7% 27,591,635 $13.8B
Raymond James & Associates 7.59% Add +0.4% 23,105,510 $11.6B
Bank of America Corp. 1.10% Add +1.7% 22,945,774 $11.5B
JPMorgan Chase & Co. 0.91% Reduce -0.9% 21,045,515 $10.5B
Morgan Stanley 0.77% Add +2.0% 19,900,494 $10.0B
Envestnet Asset Management Inc. 2.19% Add +1.3% 12,542,242 $6.3B
Goldman Sachs Group Inc. 1.20% Add +0.2% 12,241,321 $6.1B
Jones Financial Companies LLLP 5.01% Add +497.6% 8,662,372 $4.3B
Acorns Advisers, LLC 42.85% Add +0.7% 8,003,740 $4.0B
Wells Fargo & Company 0.58% Add +2.2% 4,481,181 $2.2B
LPL Financial LLC 1.05% Add +6.5% 4,203,261 $2.1B
Ameriprise Financial Inc. 0.54% Add +2.2% 3,997,372 $2.0B
Bank of New York Mellon Corp 0.38% Add +1.3% 3,964,815 $2.0B
Mercer Global Advisors Inc. 5.20% Add +8.0% 3,967,804 $1.9B
Royal Bank of Canada 0.46% Add +9.1% 3,789,272 $1.9B
Cerity Partners LLC 4.69% Add +4.4% 3,452,467 $1.7B
UBS Group AG 0.51% Add +2.1% 3,299,072 $1.6B
Assetmark, Inc. 4.84% Reduce -1.6% 3,131,259 $1.6B
Raymond James Financial Services Advisors, Inc. 2.17% Add +0.8% 3,044,542 $1.5B
National Mutual Insurance Federation of Agricultural Cooperatives 14.60% Add +3.5% 2,925,650 $1.5B
Focus Partners Wealth 4.23% Add +160.5% 2,507,960 $1.3B
Truist Financial Corp. 1.79% Reduce -1.4% 2,354,257 $1.2B
E-L Financial Corp Ltd 100.00% Reduce -0.0% 1,653,670 $1.1B
Mirae Asset Global Investments Co., Ltd. 5.38% Add +4.8% 2,144,630 $1.1B
Envestnet Portfolio Solutions, Inc. 3.69% Reduce -0.1% 2,114,665 $1.1B
HighTower Advisors, LLC 1.50% Add +10.5% 1,934,019 $968.9M
Cambridge Investment Research Advisors, Inc. 3.32% Reduce -7.0% 1,793,663 $897.1M
United Capital Financial Advisors, LLC 7.66% Reduce -5.1% 1,781,735 $891.1M
Citigroup Inc. 0.83% Add +3.1% 1,718,705 $859.6M
Fisher Asset Management 0.36% Add +2.8% 1,656,491 $828.5M
FJ Investments, LLC 80.62% Reduce -13.0% 1,654,850 $827.6M
Clal Insurance Enterprises Holdings Ltd 8.34% Add +69.2% 1,590,311 $798.2M
Northwestern Mutual Wealth Management Co. 0.72% Add +2.9% 1,464,095 $732.3M
Cliftonlarsonallen Wealth Advisors, LLC 15.52% Add +5.5% 1,447,231 $723.8M
Stifel Financial Corp. 0.81% Add +1.4% 1,435,402 $717.9M
Pathstone Holdings, LLC 3.24% Add +3.0% 1,433,772 $717.1M
Glenmede Trust Co. NA 3.41% Add +4.8% 1,345,659 $673.0M
JMG Financial Group, Ltd. 24.84% Add +0.8% 1,329,989 $665.2M
Commonwealth Equity Services, LLC 1.04% Add +1.9% 1,316,145 $658.2M
Angeles Investment Advisors, LLC 32.95% Add +9.2% 1,293,195 $646.9M
Creative Planning 0.67% Add +2.9% 1,258,580 $629.5M
Cetera Investment Advisers 1.44% Add +3.5% 1,252,066 $626.2M
Corient Private Wealth LP 1.03% Add +2.1% 1,176,347 $588.3M
Charles Schwab Investment Management Inc. 0.11% New 1,170,369 $585.3M
Wealthspire Advisors, LLC 7.41% Add +2.8% 1,156,363 $578.4M
Captrust Financial Advisors 1.84% Add +70.5% 1,744,236 $571.8M
Systematic Alpha Investments, LLC 21.59% No change 1,132,544 $566.4M
Provida Pension Fund Administrator 14.26% Add +113.8% 1,132,367 $566.1M
Clearstead Advisors, LLC 9.66% Add +159.7% 1,131,618 $566.0M
Schroder Investment Management Group 0.59% Reduce -1.8% 1,073,027 $536.7M
Rockefeller Capital Management L.P. 1.49% Add +2.5% 1,048,826 $524.6M
Geller Advisors LLC 37.71% Add +9.8% 1,012,577 $508.2M
Cambridge Associates LLC /Ma/ 23.22% Add +5.5% 1,012,644 $506.5M
FFT Wealth Management LLC 44.56% Reduce -10.4% 1,005,075 $502.7M
Plante Moran Financial Advisors, LLC 49.91% Add +8.6% 998,145 $499.2M
Manufacturers Life Insurance Company, The 0.47% Add +16.1% 991,125 $495.7M
Bank of Montreal 0.15% Add +26.0% 975,362 $491.2M
Northwestern Mutual Investment Management Company, LLC 11.76% Reduce -5.3% 908,581 $454.4M
Call To Action Foundation 100.00% Reduce -9.1% 908,333 $454.3M
Analyst IMS Investment Management Services Ltd. 18.44% Reduce -2.1% 898,123 $449.2M
Summit Trail Advisors, LLC 11.68% Add +8.6% 885,299 $444.3M
CHURCHILL MANAGEMENT Corp 5.16% Reduce -0.1% 874,980 $437.6M
Osaic Holdings, Inc. 1.02% Reduce -12.8% 859,090 $429.9M
Tiaa Trust, National Association 1.32% Reduce -2.9% 856,373 $428.3M
Baird Financial Group, Inc. 0.86% Reduce -1.6% 831,882 $416.0M
Bessemer Group Inc. 0.73% Reduce -2.2% 828,546 $414.4M
Nicholas Hoffman & Company, LLC. 19.26% Add +11.3% 821,105 $410.7M
CIBC Asset Management Inc 1.41% Add +0.1% 794,226 $397.2M
Diversified Trust Co. 11.15% Add +4.1% 788,667 $394.4M
Fifth Third Bancorp 1.50% Reduce -3.5% 786,929 $393.6M
Wealth Enhancement Advisory Services, LLC 0.88% Add +106.2% 737,110 $368.7M
CIBC Private Wealth Group LLC 0.69% Add +7.0% 717,598 $366.2M
GenTrust, LLC 19.73% Add +11.9% 723,077 $362.9M
Investure, LLC 43.64% Add +504.6% 715,814 $358.0M
Mariner, LLC 0.69% Add +3.1% 713,185 $356.7M
Teacher Retirement System of Texas 2.01% No change 704,609 $352.4M
Neuberger Berman Group LLC 0.29% Reduce -2.0% 703,387 $351.8M
Citizens Financial Group Inc. 7.72% Add +52.0% 693,632 $348.0M
Hollencrest Capital Management 14.31% Add +0.6% 650,137 $325.2M
Partners Capital Investment Group, LLP 5.42% Add +225.7% 638,695 $320.7M
Texas Capital Bank Wealth Management Services Inc 31.99% Add +5.7% 615,230 $307.7M
Wealthfront Advisers LLC 1.02% Add +8.7% 603,206 $301.7M
MML Investors Services, LLC 1.22% Add +4.3% 601,445 $300.8M
Wedbush Securities Inc. 10.72% Add +1.0% 599,160 $299.7M
Globe Life Inc. 89.13% Reduce -14.2% 590,183 $295.2M
MCF Advisors LLC 22.06% Reduce -1.6% 580,951 $291.3M
Merit Financial Group, LLC 6.35% Reduce -1.8% 575,375 $287.8M
Alliancebernstein L.P. 0.10% Add +74.6% 568,733 $284.4M
Sun Life Financial Inc. 17.00% Reduce -0.5% 568,600 $284.4M
Keybank National Association 1.14% Reduce -12.9% 556,078 $278.1M
Kestra Advisory Services, LLC 1.54% Add +10.5% 575,093 $275.0M
State of Tennessee, Department of Treasury 1.00% No change 543,639 $271.9M
Valmark Advisers, Inc. 4.61% Reduce -2.9% 541,703 $270.9M
Center for Financial Planning, Inc. 37.98% Add +4.0% 525,312 $262.7M
Acropolis Investment Management, LLC 16.59% Add +0.4% 525,159 $262.6M
Fiera Capital Corp 0.81% Reduce -2.5% 521,445 $260.8M
Sand Hill Global Advisors, LLC 11.83% Add +0.7% 520,994 $260.6M
Beacon Pointe Advisors, LLC 3.05% Add +0.1% 514,931 $257.5M
M&T Bank Corp 0.87% Reduce -3.8% 511,552 $255.8M
JBF Capital, Inc. 39.40% No change 509,121 $254.6M
US Bancorp \de 0.35% Add +0.6% 507,637 $253.9M
Nepc LLC 8.34% No change 505,436 $252.8M
Natixis Advisors, LLC 0.54% Add +59.6% 499,748 $249.9M
Macquarie Group Ltd. 0.29% Add +20.2% 496,474 $248.3M
First Manhattan Co. Llc. 0.79% Add +7.0% 489,262 $245.6M
NewEdge Advisors, LLC 1.77% Add +13.7% 486,098 $243.1M
Old National Bancorp 5.68% Add +3.0% 482,291 $241.2M
LGL Partners, LLC 33.86% Add +0.0% 463,114 $231.6M
Barclays PLC 0.11% Add +0.3% 461,587 $230.9M
Stratos Wealth Partners, LTD. 3.71% Add +0.1% 457,641 $228.9M
Korea Investment CORP 0.58% No change 457,551 $228.8M
Allspring Global Investments Holdings, LLC 0.37% Reduce -4.1% 453,219 $226.7M
TRB Advisors LP 41.96% Add +28.6% 450,000 $225.1M
Healthcare of Ontario Pension Plan Trust Fund 0.66% Add +0.3% 446,410 $223.3M
New York Life Insurance Co. 54.87% Add +1.9% 436,274 $218.2M
Smithfield Trust Co 11.39% Reduce -1.2% 433,154 $217.2M
Northeast Financial Consultants Inc 10.01% Add +11.8% 434,178 $217.1M
Janus Henderson Group PLC 0.12% Reduce -7.9% 430,413 $215.3M
BOK Financial Private Wealth, Inc. 15.26% Add +2.1% 418,432 $210.0M
Steel Grove Capital Advisors, LLC 28.59% Reduce -88.4% 414,057 $207.1M
Nissay Asset Management Corp. /Japan 1.36% Reduce -40.2% 410,649 $205.4M
AE Wealth Management LLC 2.04% Reduce -0.2% 406,975 $203.5M
Trajan Wealth LLC 12.41% Reduce -2.0% 386,584 $193.3M
Liquid Strategies, LLC 50.22% Add +6.8% 381,821 $191.0M
Cresset Asset Management, LLC 0.81% Add +33.8% 378,241 $189.8M
Karpus Management, Inc. 5.21% Reduce -8.4% 370,250 $185.2M
SG Americas Securities, LLC 1.18% Add +1087.2% 367,531 $183.8M
Welch Capital Partners LLC 43.17% No change 364,600 $182.3M
Blue Trust, Inc. 2.48% Reduce -1.9% 376,298 $180.9M
Moneta Group Investment Advisors LLC 2.89% Add +3.7% 361,534 $180.8M
Steward Partners Investment Advisory, LLC 1.90% Add +9.1% 361,190 $180.6M
Axis Capital Holdings Ltd. 83.62% No change 360,441 $180.3M
Pinnacle Financial Partners Inc 3.85% Add +0.2% 364,850 $179.7M
American Trust 14.50% Reduce -8.5% 353,842 $177.0M
Sanctuary Advisors, LLC 1.27% — 375,124 $175.3M
FMR LLC 0.01% Add +17.0% 349,706 $174.9M
Regions Financial Corp. 1.33% Add +292.7% 348,930 $174.5M
Northern Trust Corp. 0.03% Reduce -43.5% 347,496 $173.8M
Invictus Private Wealth, LLC 14.42% Add +3.1% 343,615 $171.9M
Fusion Family Wealth, LLC 17.22% Reduce -0.5% 338,089 $169.1M
First Western Trust Bank 8.03% Add +9.7% 337,317 $168.7M
Allianz Asset Management GmbH 0.27% No change 331,190 $165.6M
Thrivent Financial for Lutherans 0.33% Add +3.6% 329,873 $165.0M
Itau Unibanco Holding S.A. 6.52% New 318,750 $159.4M
Janney Montgomery Scott LLC 0.48% Reduce -0.2% 315,968 $158.0M
Edgehill Endowment Partners, LLC 23.75% Reduce -26.6% 312,893 $156.5M
First American Financial Corp 52.52% Reduce -5.0% 310,931 $155.5M
Albion Financial Group 11.38% Reduce -0.4% 302,139 $151.1M
Employees Retirement System of Texas 1.65% Reduce -65.8% 299,469 $149.8M
Victory Capital Management Inc. 0.15% Add +18.4% 298,032 $149.1M
Ieq Capital, LLC 2.00% Add +3.9% 296,470 $148.3M
Keel Point, LLC 13.36% Add +2.8% 297,040 $148.0M
Monashee Investment Management LLC 19.03% Add +8.4% 291,610 $145.8M
Edge Capital Group, LLC 7.03% Reduce -0.4% 290,524 $145.3M
Private Advisor Group, LLC 0.97% Add +1.9% 290,485 $145.3M
Taiyo Life Insurance Co. 11.60% No change 290,100 $145.1M
Coldstream Capital Management Inc. 3.52% Add +5.4% 288,696 $144.4M
Savant Capital, LLC 1.44% Add +7.9% 287,796 $143.9M
Glassman Wealth Services 26.48% Add +0.3% 287,161 $143.6M
Alerus Financial NA 10.71% Reduce -0.9% 286,632 $143.4M
OneDigital Investment Advisors LLC 1.79% Add +10.5% 286,355 $143.2M
Robertson Stephens Wealth Management, LLC 7.49% Reduce -1.8% 285,027 $143.1M
Wescott Financial Advisory Group, LLC 16.04% Reduce -0.5% 276,184 $138.1M
Harbour Investments, Inc. 4.64% Add +6.5% 274,782 $137.4M
Hardy Reed LLC 13.80% Reduce -0.2% 274,627 $137.3M
Brown Advisory Inc. 0.18% Add +4.2% 272,873 $136.5M
Human Investing LLC 26.43% Add +1.9% 271,787 $135.9M
Ancora Advisors LLC 3.31% Reduce -0.5% 267,162 $133.6M
Opus Capital Group, LLC 18.54% Reduce -0.1% 260,052 $130.1M
Atria Wealth Solutions, Inc. 1.44% Reduce -8.4% 259,364 $130.0M
Bartlett & Co. Wealth Management LLC 1.93% Add +2.8% 253,308 $127.1M
Millburn Ridgefield LLC 3.38% No change 253,480 $126.8M
Catalyst Capital Advisors LLC 2.93% No change 253,480 $126.8M
Venturi Wealth Management, LLC 7.47% Add +3.5% 252,053 $126.1M
Lutz Financial Services LLC 10.90% Reduce -1.3% 250,239 $125.2M
Prime Capital Investment Advisors, LLC 1.85% Reduce -22.5% 249,460 $124.8M
Raymond James Trust N.A. 2.92% Add +4.6% 248,607 $124.3M
Federation des caisses Desjardins du Quebec 0.67% Reduce -64.4% 248,126 $124.1M
Sageworth Trust Co 7.81% Add +10.7% 247,606 $123.8M
Intrust Bank NA 13.14% Reduce -2.3% 246,984 $123.5M
Bogart Wealth, LLC 6.29% Reduce -0.1% 246,875 $123.5M
Litman Gregory Wealth Management LLC 10.95% Add +7.8% 246,761 $123.4M
Forvis Mazars Wealth Advisors, LLC 3.06% Add +22.4% 245,359 $122.7M
Allen Investment Management, LLC 1.47% Reduce -0.5% 242,678 $121.4M
Zhang Financial LLC 8.40% Add +5.9% 240,264 $120.2M
GeoWealth Management, LLC 5.21% Add +5.5% 239,658 $119.9M
Chicago Partners Investment Group LLC 4.54% Add +4.5% 235,506 $117.3M
GoalVest Advisory LLC 36.80% Add +10.3% 230,192 $115.1M
Blair William & Co. 0.35% Add +21.4% 227,188 $113.6M
DAVENPORT & Co LLC 0.72% Add +2.5% 226,984 $113.5M
ALM First Financial Advisors, LLC 32.64% Add +3.7% 263,484 $113.4M
Hall Kathryn A. 26.17% Add +8.4% 226,358 $113.2M
Gleason Group, Inc. 22.84% Add +1.8% 224,886 $112.5M
Toews Corp. 18.56% Reduce -3.5% 224,740 $112.4M
Betterment LLC 0.29% Add +0.4% 224,390 $112.2M
Wiser Wealth Management, Inc 34.37% Add +2.2% 221,938 $111.0M
One Day In July LLC 13.83% Reduce -2.4% 221,838 $110.9M
Equitable Holdings, Inc. 1.17% Add +7.8% 221,494 $110.8M
Lido Advisors, LLC 0.91% Reduce -0.4% 219,934 $110.4M
Jane Street Group, LLC 0.12% Add +511.4% 220,546 $110.3M
Country Trust Bank 2.77% Reduce -0.2% 219,540 $109.8M
Yarbrough Capital, LLC 4.49% No change 216,447 $108.3M
Farther Finance Advisors, LLC 5.24% Add +6.5% 215,513 $108.0M
BlackRock Inc. 0.00% Add +7.7% 215,221 $107.6M
Greenwood Gearhart LLC 10.14% Add +1.8% 214,881 $107.5M
Global Wealth Strategies & Associates 38.48% Add +2.8% 214,412 $107.2M
Condor Capital Management 10.19% Add +3.4% 213,029 $106.5M
D.A. Davidson & Co. 0.94% Add +0.7% 211,517 $105.8M
Arrow Financial Corp 10.20% Add +2.8% 209,155 $104.6M
Permanent Capital Management, LP 21.66% — 181,967 $103.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 205,000 $102.5M
Fairfield University 75.68% Add +25.6% 204,861 $102.5M
Larson Financial Group LLC 6.98% Add +4.7% 204,548 $102.3M
Peapack Gladstone Financial Corp. 1.56% Reduce -0.6% 203,093 $101.6M
Wolverine Trading, LLC 1.64% Reduce -90.4% 200,634 $100.3M
United Services Automobile Association 2.52% Reduce -8.5% 199,185 $99.6M
Mesirow Financial Investment Management, Inc. 2.24% Add +4.1% 198,799 $99.5M
Lake Street Advisors Group, LLC 4.54% Add +14.5% 187,728 $94.2M
Efficient Advisors, LLC 6.07% Reduce -0.2% 187,211 $93.6M
StoneX Group Inc. 7.42% Add +2.0% 184,858 $92.8M
Arkos Global Advisors 15.00% Add +9.2% 185,390 $92.7M
HSBC Holdings PLC 0.06% Add +23.2% 185,075 $92.6M
Concurrent Investment Advisors, LLC 3.02% Add +50.3% 182,814 $91.4M
Agf Management Ltd. 0.51% Add +11.9% 182,592 $91.3M
MA Private Wealth 17.71% Reduce -5.4% 179,087 $89.6M
Caprock Group, LLC 3.62% Add +6.0% 177,398 $89.0M
Charles Schwab Trust Co 8.10% Add +0.5% 174,921 $87.5M
Prudential Financial Inc. 0.13% Add +10.0% 174,488 $87.3M
Crane Advisory, LLC 16.83% Add +0.7% 171,142 $87.3M
Southern Farm Bureau Life Insurance 14.23% No change 173,225 $86.6M
Avantax Advisory Services, Inc. 0.62% Add +43.6% 173,053 $86.5M
Mill Creek Capital Advisors, LLC 2.20% Add +3.6% 172,935 $86.5M
Lockheed Martin Investment Management Co. 4.99% Reduce -10.9% 172,300 $86.2M
J. Safra Sarasin Holding AG 1.57% — 172,238 $86.1M
Sweet Financial Partners, LLC 19.58% Reduce -1.1% 171,382 $85.7M
Tectonic Advisors LLC 6.14% Add +7.7% 169,632 $84.8M
Atria Investments, Inc 1.10% Reduce -10.8% 169,259 $84.7M
World Investment Advisors 5.23% Add +6333.3% 168,103 $84.1M
CJM Wealth Advisers, Ltd. 30.81% Add +2.6% 167,091 $83.8M
AMG National Trust Bank 2.26% Add +11.7% 167,261 $83.7M
Sepio Capital, LP 7.63% Reduce -1.2% 166,196 $83.2M
Advisor OS, LLC 9.02% Reduce -2.0% 164,646 $82.3M
Steele Capital Management, Inc. 4.46% Add +1.3% 159,306 $80.0M
Bell Bank 6.65% Reduce -4.0% 158,081 $79.1M
Conrad Siegel Investment Advisors, Inc. 22.89% Add +1.5% 157,512 $78.8M
RFG Holdings, Inc. 29.96% Add +7.6% 157,453 $78.7M
SilverOak Wealth Management LLC 18.74% Add +0.8% 156,023 $78.0M
Affiance Financial, LLC 20.36% Add +1.9% 156,001 $78.0M
Stordahl Capital Management, Inc. 19.37% Reduce -2.1% 154,810 $77.4M
Ironclad Investments LLC 48.41% Reduce -2.4% 154,558 $77.3M
Clarius Group, LLC 5.48% Add +2.2% 154,475 $77.3M
WestHill Financial Advisors, Inc. 18.67% Reduce -0.6% 153,830 $76.9M
Cambridge Advisors Inc. 17.83% Reduce -1.5% 153,443 $76.7M
Dechtman Wealth Management, LLC 17.02% Add +6.9% 152,246 $76.1M
Aspiriant, LLC 3.10% Add +0.2% 151,979 $76.0M
MJP Associates Inc. 15.70% Reduce -2.6% 150,944 $75.5M
Perigon Wealth Management, LLC 2.17% Reduce -2.6% 149,557 $74.8M
M.D. Sass, LLC 5.99% Reduce -21.7% 147,280 $73.7M
HB Wealth Management, LLC 0.86% Add +4.0% 147,249 $73.6M
Stephens Consulting, LLC 20.88% Add +14.6% 146,436 $73.2M
Webster Bank, N. A. 8.02% Add +0.7% 146,134 $73.1M
Mayport, LLC 26.03% Add +4.8% 146,120 $73.1M
Standpoint Asset Management, LLC 16.54% Add +11.8% 144,700 $72.4M
J.W. Cole Advisors, Inc. 3.38% Add +54.5% 143,800 $71.9M
Citadel Advisors 0.07% Add +109.8% 143,797 $71.9M
RMR Wealth Builders 8.25% Add +2.6% 143,763 $71.9M
Grove Bank & Trust 11.53% Add +10.9% 143,591 $71.8M
Evermay Wealth Management LLC 11.31% Reduce -0.2% 140,568 $70.5M
Empire Life Investments Inc. 4.39% Add +22.7% 139,056 $69.5M
WASHINGTON TRUST Co 2.54% Add +4.1% 138,716 $69.4M
Acorn Financial Advisory Services Inc. 12.93% Add +0.5% 138,532 $69.3M
Texas Capital Bancshares Inc 28.37% Add +3.7% 138,188 $69.1M
National Bank of Canada 0.11% Add +114.0% 137,759 $69.0M
NorthRock Partners, LLC 2.58% Reduce -18.1% 136,584 $68.6M
Jefferies Financial Group Inc. 1.45% Reduce -21.6% 136,853 $68.4M
Selective Wealth Management, Inc. 30.05% Reduce -1.1% 133,550 $68.2M
Wedmont Private Capital 4.27% Add +7.0% 131,986 $67.9M
Scott Capital Advisors, LLC 20.00% Reduce -0.2% 132,494 $67.7M
Warren Street Wealth Advisors, LLC 33.61% Add +1.5% 134,787 $67.4M
Francis Financial, Inc. 20.44% Reduce -10.4% 134,547 $67.3M
Angeles Wealth Management, LLC 6.25% Reduce -12.8% 133,236 $66.6M
Banco Santander, S.A. 0.82% Add +7.5% 132,664 $66.3M
National Philanthropic Trust 1.26% Add +24.9% 131,612 $65.8M
Strategic Investment Advisors / MI 8.02% Add +8.5% 131,595 $65.8M
Agur Provident & Training Funds Management Ltd. 18.88% No change 130,975 $65.5M
Compass Financial Group, INC 14.14% Add +6.2% 130,551 $65.3M
Wealthcare Advisory Partners LLC 2.03% Reduce -1.5% 129,641 $64.8M
Manning & Napier Advisors LLC 0.72% — 126,627 $63.3M
Means Investment Co., Inc. 7.50% Add +7.4% 125,420 $62.7M
Progeny 3, Inc. 6.00% No change 125,200 $62.6M
Standard Family Office LLC 80.52% No change 125,136 $62.6M
Franklin, Parlapiano, Turner & Welch, LLC 17.36% Reduce -2.4% 125,089 $62.6M
Kestra Private Wealth Services, LLC 1.25% Add +19.4% 124,930 $62.5M
Performa Ltd (US), LLC 25.70% Add +3.4% 124,855 $62.4M
Oldfather Financial Services, LLC 25.52% Reduce -0.2% 124,362 $62.2M
Comerica Bank 0.26% Reduce -5.6% 124,319 $62.2M
Elwood & Goetz Wealth Advisory Group, LLC 17.65% Reduce -2.2% 124,297 $62.2M
Amtrust Financial Services, Inc. 31.51% No change 124,000 $62.0M
Obermeyer Wealth Partners 3.54% Add +5.6% 123,549 $61.8M
Bank of Nova Scotia 0.12% Reduce -0.7% 123,534 $61.8M
Townsquare Capital LLC 0.84% Add +249.1% 122,807 $61.4M
McMorgan & Co. LLC 9.67% Reduce -29.1% 121,924 $61.0M
Secure Asset Management, LLC 11.56% Add +10.7% 121,918 $61.0M
CANADA LIFE ASSURANCE Co 0.11% Add +0.5% 119,924 $59.9M
Pinion Investment Advisors, LLC 29.33% Add +13.7% 117,934 $59.0M
Hirtle & Co., LLC 2.93% Reduce -7.3% 116,661 $58.3M
Fiducient Advisors LLC 8.04% Add +1.8% 116,057 $58.3M
Goldstone Financial Group, LLC 11.67% Reduce -4.0% 116,344 $58.2M
Nadler Financial Group, Inc. 6.61% Add +1.0% 112,381 $56.2M
Daymark Wealth Partners, LLC 2.57% Add +4.5% 111,862 $55.9M
Summit Wealth Group, LLC 16.70% New 111,306 $55.7M
Fidato Wealth LLC 49.06% Reduce -0.5% 111,084 $55.6M
Simplicity Wealth,LLC 1.25% Reduce -18.3% 110,986 $55.5M
Wellington Management Group LLP 0.01% No change 110,195 $55.1M
Fortune 45 LLC 41.72% Add +3.6% 109,414 $54.7M
PNC Financial Services Group, Inc. 0.04% Reduce -2.5% 108,301 $54.2M
Brio Consultants, LLC 8.87% Reduce -0.0% 107,505 $53.8M
Turtle Creek Wealth Advisors, LLC 12.41% Add +9.2% 107,173 $53.6M
Fragasso Financial Advisors Inc 4.35% Reduce -1.7% 105,567 $52.8M
Jasper Ridge Partners, L.P. 1.70% Reduce -6.8% 104,979 $52.5M
Ballentine Partners, LLC 0.96% Reduce -3.9% 103,662 $51.8M
Rathbones Group PLC 0.28% Add +1.2% 103,244 $51.6M
Composition Wealth, LLC 1.24% Add +10.3% 101,452 $50.7M
Optas, LLC 12.99% Add +1.1% 100,886 $50.5M
BCK Partners, Inc. 26.08% Reduce -1.8% 100,865 $50.4M
Deutsche Bank AG 0.02% Reduce -4.7% 100,443 $50.2M
Integrated Wealth Concepts LLC 0.68% Add +2.2% 99,966 $50.0M
Gladstone Institutional Advisory LLC 2.59% Add +3.3% 99,522 $49.8M
Simon Quick Advisors, LLC 3.50% Add +41.1% 99,209 $49.6M
Roundview Capital LLC 3.90% Add +2.4% 98,994 $49.5M
Salomon & Ludwin, LLC 5.53% Reduce -20.8% 98,991 $49.5M
Allianz SE 1.44% No change 98,122 $49.1M
Proffitt & Goodson Inc. 8.60% Add +1.4% 97,450 $48.7M
Choreo, LLC 0.82% Add +21.9% 97,018 $48.6M
Common Fund for Nonprofit Organizations 6.69% Add +66.7% 96,925 $48.5M
Financial Sense Advisors, Inc. 15.33% Add +16.9% 96,806 $48.4M
Olympus Wealth Management, LLC 15.07% Add +75.1% 96,305 $48.2M
Twele Capital Management, Inc. 10.91% Reduce -0.8% 96,207 $48.1M
New York State Common Retirement Fund 0.06% Reduce -6.7% 95,978 $48.0M
Cantor Fitzgerald Investment Advisors L.P. 3.69% Reduce -8.1% 95,700 $47.9M
Safir Wealth Advisors, LLC 39.21% Reduce -2.2% 95,667 $47.8M
Fifth Third Securities, Inc. 4.41% Add +3.6% 95,218 $47.8M
HBK Sorce Advisory LLC 1.66% Reduce -0.3% 95,115 $47.6M
Level Financial Advisors 20.59% Reduce -1.5% 95,012 $47.5M
Fairfax Financial Holdings 4.02% Add +1087.5% 95,000 $47.5M
Kickstand Ventures, Llc. 12.88% Reduce -4.0% 94,102 $47.1M
Freestone Capital Holdings, LLC 1.69% Add +0.3% 93,967 $47.0M
Proficio Capital Partners LLC 4.92% Add +1.2% 93,661 $46.8M
Sigma Planning Corp 1.48% Add +2.1% 93,556 $46.8M
Financial Counselors Inc. 0.75% Add +3.2% 93,512 $46.8M
AJ Advisors, LLC 25.71% Add +4.3% 92,967 $46.5M
Kearns & Associates LLC 34.68% Reduce -0.4% 92,876 $46.5M
CIC Wealth, LLC 12.70% Add +5.1% 92,290 $46.2M
Investment Research & Advisory Group, Inc. 20.42% Reduce -1.2% 92,122 $46.1M
Sheets Smith Wealth Management 5.47% Add +0.5% 91,442 $45.7M
Mutual Advisors, LLC 1.37% Add +13.1% 90,736 $45.4M
Hillcrest Wealth Advisors - NY, LLC 24.29% Reduce -0.3% 90,191 $45.1M
Hill Island Financial LLC 14.75% Reduce -1.1% 90,142 $45.1M
Sage Mountain Advisors LLC 4.14% Reduce -1.0% 89,633 $44.8M
Steph & Co. 15.27% Reduce -1.3% 89,535 $44.8M
3Chopt Investment Partners, LLC 13.60% Add +0.6% 88,782 $44.6M
Liberty Mutual Group Asset Management Inc. 6.52% New 88,517 $44.3M
Gentry Private Wealth, LLC 38.80% — 88,219 $44.1M
Advanced Asset Management Advisors Inc 11.71% Reduce -0.1% 88,101 $44.1M
CFO4Life Group, LLC 8.25% Add +0.5% 87,748 $43.9M
Scotia Capital Inc. 0.26% Reduce -7.8% 87,721 $43.9M
AlTi Global, Inc. 1.17% Add +2.1% 86,977 $43.7M
Bokf, NA 0.78% Add +3.3% 86,974 $43.5M
David Kennon Inc 18.23% Reduce -1.5% 86,804 $43.4M
Orion Porfolio Solutions, LLC 0.45% Add +3.2% 85,853 $42.9M
Orion Portfolio Solutions, LLC 0.45% Add +3.2% 85,853 $42.9M
CENTRAL TRUST Co 1.05% Reduce -3.0% 85,836 $42.9M
Hikari Tsushin, Inc. 3.32% Add +4.2% 85,755 $42.9M
Trust Co of Tennessee 15.30% — 85,482 $42.8M
Institutional & Family Asset Management, LLC 6.54% Add +6.2% 85,340 $42.7M
Crestmont Private Wealth LLC 20.45% Reduce -6.8% 84,864 $42.4M
Cook Wealth, LLC 22.84% Add +15.5% 85,382 $42.2M
Lansing Street Advisors 17.52% Add +8.5% 84,076 $42.0M
Capital Group Private Client Services, Inc. 0.42% Add +2.0% 84,003 $42.0M
Boyd Wealth Management, LLC 23.06% Add +1.9% 83,551 $41.8M
Sompo Asset Management Co., Ltd. 7.04% Reduce -4.2% 83,343 $41.7M
Pure Financial Advisors, LLC 1.16% Add +13.0% 83,338 $41.7M
Commerce Bank 0.27% Add +3.7% 83,252 $41.6M
Fort Washington Investment Advisors Inc. 0.27% Add +0.5% 82,838 $41.4M
Sierra Capital LLC 5.51% Reduce -5.3% 82,476 $41.2M
Retirement Planning Group, LLC 2.62% Add +311.0% 82,453 $41.2M
Fiduciary Trust Co 0.62% Add +2.0% 82,374 $41.2M
Ciovacco Capital Management LLC 26.34% Add +1.6% 81,735 $40.9M
Ameritas Investment Partners, Inc. 1.39% Reduce -8.0% 81,220 $40.6M
Circle Wealth Management, LLC 0.93% Add +1114.6% 80,494 $40.3M
Taikang Asset Management (Hong Kong) Co Ltd 6.22% New 80,047 $40.0M
Crescent Grove Advisors, LLC 4.37% Add +2841.0% 79,524 $39.9M
Axiom Advisory, LLC 0.43% Add +6259.6% 82,102 $39.5M
Trek Financial, LLC 3.14% Reduce -8.5% 78,989 $39.5M
MAI Capital Management 0.39% Add +4.5% 78,778 $39.4M
Jackson Wealth Management, LLC 8.44% Reduce -32.6% 78,708 $39.4M
Garde Capital, Inc. 2.72% Reduce -0.8% 78,278 $39.1M
Retirement Capital Strategies 15.62% Add +178.2% 77,879 $38.9M
Fiduciary Group, LLC 4.18% Add +2.0% 77,579 $38.8M
HUB Investment Partners, LLC 1.87% Reduce -2.4% 77,557 $38.8M
IFG Advisory, LLC 2.49% Reduce -8.5% 77,538 $38.8M
Oak Root LLC 5.13% Reduce -1.6% 77,029 $38.5M
ForthRight Wealth Management, LLC 13.84% Reduce -2.0% 76,978 $38.5M
TD Private Client Wealth LLC 1.21% Add +0.5% 76,770 $38.4M
Beaird Harris Wealth Management, LLC 3.61% Add +33.2% 76,699 $38.4M
Cwm, LLC 0.18% Reduce -4.6% 76,635 $38.3M
BBR Partners, LLC 3.11% Add +0.2% 75,845 $37.9M
Rooted Wealth Advisors, Inc. 16.73% Add +8.8% 74,628 $37.9M
MBM Wealth Consultants, LLC 12.85% Add +0.3% 73,703 $37.7M
LM Advisors LLC 7.44% Reduce -39.3% 75,148 $37.4M
JDM Financial Group LLC 25.09% Add +4.1% 74,266 $37.1M
Legacy Financial Group LLC 7.30% Reduce -12.4% 74,210 $37.1M
HBW Advisory Services LLC 6.15% Add +6.5% 74,054 $37.0M
Ameraudi Asset Management, Inc. 16.85% Reduce -1.5% 74,013 $37.0M
Northeast Investment Management 1.73% Add +5.9% 73,712 $36.9M
Oak Harvest Investment Services 5.81% Reduce -3.2% 73,522 $36.8M
Parisi Gray Wealth Management 13.12% Reduce -0.4% 73,156 $36.6M
Global Retirement Partners, LLC 1.14% Add +4.9% 72,531 $36.3M
Modern Wealth Management, LLC 2.67% Reduce -0.5% 72,296 $36.2M
Mather Group, Llc. 0.45% Add +484.0% 75,185 $36.1M
Resolute Advisors LLC 9.31% Add +2.0% 71,938 $36.1M
TD Waterhouse Canada Inc. 0.32% Add +39.2% 71,626 $35.9M
Apollon Wealth Management, LLC 1.09% Reduce -12.0% 71,833 $35.9M
Souders Financial Advisors 5.42% Add +1.9% 71,821 $35.9M
Geneos Wealth Management Inc. 1.59% Add +11.6% 71,693 $35.9M
Front Street Capital Management, Inc. 6.82% Add +7.2% 71,139 $35.6M
Greenleaf Trust 0.34% Reduce -1.4% 70,848 $35.4M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 30.37% Reduce -6.1% 70,599 $35.3M
Eagle Wealth Strategies LLC 28.39% Add +1.0% 70,205 $35.1M
Brookstone Capital Management 0.58% Add +19.7% 68,482 $35.0M
Beacon Harbor Wealth Advisors, Inc. 9.12% Add +1.6% 70,049 $35.0M
SigFig Wealth Management, LLC 1.31% Reduce -5.1% 69,860 $34.9M
Arete Wealth Advisors, LLC 2.87% Add +2.0% 69,771 $34.9M
Phillips Financial Management, LLC 2.87% Reduce -2.6% 69,615 $34.8M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 4.08% Add +59.6% 69,318 $34.7M
Securian Asset Management, Inc. 1.01% Reduce -2.7% 69,198 $34.6M
Money Concepts Capital Corp. 2.90% Add +2.1% 69,135 $34.6M
Fort Point Capital Partners LLC 4.44% Add +4.3% 69,107 $34.6M
SVB Wealth LLC 0.85% Reduce -50.3% 68,734 $34.4M
University of Chicago 26.47% Add +320.5% 68,413 $34.3M
B. Riley Wealth Advisors, Inc. 0.87% Reduce -9.0% 68,352 $34.3M
Aufman Associates Inc 24.04% Reduce -2.9% 67,518 $33.8M
Dunhill Financial, LLC 20.89% Add +5.3% 67,278 $33.6M
NWF Advisory Services Inc. 5.34% Add +1.7% 67,082 $33.5M
Zurich Insurance Group Ltd 0.29% Add +17.3% 67,541 $33.0M
Kingsview Wealth Management, LLC 0.78% Add +22.0% 65,951 $33.0M
Vident Advisory, LLC 0.91% Add +6.5% 65,803 $32.9M
Avion Wealth 9.00% Reduce -2.9% 65,210 $32.6M
Rwa Wealth Partners, LLC 0.43% Add +19.1% 65,104 $32.6M
EMC Capital Management 18.86% Add +0.0% 64,986 $32.5M
Pittenger & Anderson Inc. 1.33% Reduce -1.1% 64,623 $32.3M
Kinsale Capital Group, Inc. 11.20% Add +50.3% 64,623 $32.3M
R. W. Roge & Company, Inc. 18.45% Reduce -2.9% 64,577 $32.3M
Avior Wealth Management, LLC 1.39% Add +2.4% 64,520 $32.3M
Bailard, Inc. 0.88% Reduce -2.2% 64,179 $32.1M
Christopher J. Hasenberg, Inc 14.37% Add +14.6% 63,425 $31.7M
Cibc World Market Inc. 0.08% Reduce -6.6% 62,396 $31.2M
Associated Banc-Corp 0.96% Add +1.5% 61,594 $30.8M
CSS LLC 6.73% Add +108.5% 61,500 $30.8M
West Paces Advisors Inc. 8.02% Add +2.2% 61,490 $30.8M
Tenon Financial LLC 23.78% Add +2.7% 60,964 $30.5M
Buckingham Strategic Wealth, LLC 0.31% Add +1.3% 60,719 $30.4M
Meridian Financial Partners LLC 17.86% New 59,173 $30.1M
Oppenheimer & Co. Inc. 0.47% Add +1.3% 58,824 $29.4M
Franklin Resources Inc. 0.01% Add +6.9% 58,542 $29.3M
Sage Financial Group Inc. 2.52% Reduce -1.1% 58,148 $29.1M
Level Four Advisory Services, LLC 1.31% Add +155.5% 57,908 $29.0M
Bear Mountain Capital, Inc. 11.74% Reduce -1.9% 56,089 $28.9M
BNP Paribas Financial Markets 0.03% Reduce -70.2% 57,696 $28.9M
Strategic Blueprint, LLC 1.96% Add +3.5% 57,672 $28.8M
RFG Advisory, LLC 0.94% Reduce -23.6% 57,566 $28.8M
Intelligent Financial Strategies 17.64% Add +3.1% 57,090 $28.7M
Aspire Capital Advisors LLC 9.30% Add +2.2% 56,831 $28.4M
Plancorp, LLC 1.23% Add +12.4% 56,544 $28.3M
Independent Advisor Alliance 0.97% Reduce -1.5% 56,535 $28.3M
Carolinas Wealth Consulting LLC 5.45% Add +7.1% 56,254 $28.2M
Canton Hathaway, LLC 7.71% Reduce -5.0% 56,355 $28.2M
Brass Tax Wealth Management, Inc. 5.49% Add +31.0% 56,053 $28.0M
Empowered Funds, LLC 0.48% Add +3.2% 55,758 $27.9M
Sfm, LLC 20.99% Add +8.4% 55,714 $27.9M
Van Eck Associates Corp. 0.04% Add +0.2% 55,156 $27.6M
Concourse Financial Group Securities, Inc. 1.73% Reduce -3.6% 54,946 $27.6M
Valeo Financial Advisors, LLC 0.86% Add +26.9% 54,932 $27.5M
Evercore Wealth Management, LLC 0.43% Reduce -0.2% 54,741 $27.4M
Alta Advisers Ltd 13.14% Reduce -0.4% 54,627 $27.3M
Principal Financial Group Inc. 0.02% Add +3.0% 54,327 $27.2M
Thompson Siegel & Walmsley LLC 0.44% Add +3.5% 54,218 $27.1M
Financial Management Professionals, Inc. 3.71% Add +4.1% 54,065 $27.0M
EP Wealth Advisors, LLC 0.29% Reduce -1.9% 53,916 $27.0M
IFG Advisors, LLC 6.38% Add +12.9% 53,859 $26.9M
Synovus Financial Corp. 0.36% Reduce -33.1% 53,809 $26.9M
Great Valley Advisor Group, Inc. 0.74% Add +7.7% 53,158 $26.6M
Prio Wealth Limited Partnership 0.79% Add +1.0% 52,993 $26.5M
Cordgrass Capital Advisors, LLC 8.29% Add +2.5% 52,735 $26.4M
Charter Oak Capital Management, LLC 2.75% Reduce -11.9% 52,725 $26.4M
GenWealth Group, Inc. 6.47% Add +1.0% 52,574 $26.3M
Leavell Investment Management, Inc. 1.45% Add +11.5% 52,331 $26.3M
Waverly Advisors, LLC 0.51% Add +20.3% 51,989 $26.0M
Clifford Group, LLC 20.98% Reduce -2.4% 51,969 $26.0M
SOA Wealth Advisors, LLC. 5.21% Reduce -0.7% 51,801 $25.9M
Prosperity Wealth Management, Inc. 12.70% Reduce -16.5% 51,639 $25.8M
Mitchell McLeod Pugh & Williams Inc. 5.85% Add +7.5% 51,218 $25.6M
Southeast Asset Advisors, LLC 3.07% Reduce -0.1% 51,125 $25.6M
Crestwood Advisors Group, LLC 0.53% Reduce -11.8% 51,112 $25.6M
ORG Partners LLC 3.18% New 50,987 $25.6M
SageView Advisory Group, LLC 1.58% Add +57.9% 50,566 $25.3M
Oxler Private Wealth LLC 9.36% Add +1.0% 50,538 $25.3M
Cullen/Frost Bankers, Inc. 0.37% Add +6.0% 50,456 $25.2M
Legacy PCG, LLC 15.84% Reduce -4.6% 50,427 $25.2M
Private Capital Management LLC 4.97% Reduce -3.1% 50,044 $25.0M
Summit Financial, LLC 1.14% Add +23.4% 49,706 $24.9M
Williams Jones Wealth Management, LLC. 0.31% Reduce -4.2% 49,693 $24.9M
&partners 1.09% Add +1593.6% 49,691 $24.9M
Diana Davis Spencer Foundation 8.80% New 49,675 $24.8M
Traveka Wealth, LLC 12.08% Reduce -23.0% 49,494 $24.8M
Claro Advisors Inc. 3.85% Add +21.6% 49,155 $24.6M
Sandy Cove Advisors, LLC 10.88% Add +3.7% 48,869 $24.4M
First Hawaiian Bank 0.83% Reduce -2.2% 48,830 $24.4M
Manchester Capital Management LLC 2.94% Reduce -0.3% 48,815 $24.4M
Tidal Investments LLC 0.34% Reduce -11.7% 48,551 $24.3M
First National Bank of Omaha 1.60% Add +6.4% 48,506 $24.3M
Parsons Capital Management Inc. 1.65% Add +2.9% 48,408 $24.2M
Clark Financial Services Group Inc. 25.43% Add +0.8% 48,222 $24.1M
Foundations Investment Advisors, LLC 0.58% Add +7.0% 48,068 $24.0M
EnRich Financial Partners LLC 8.76% Add +2.5% 47,747 $23.9M
First Citizens Bank & Trust Co. 0.44% Add +0.2% 47,105 $23.6M
Focus Financial Network, Inc. 1.01% Add +17.6% 45,987 $23.5M
PFG Advisors 1.59% Reduce -12.8% 47,003 $23.5M
Stuart Investment Advisors, Inc. 14.63% Reduce -2.3% 46,780 $23.4M
Applied Capital LLC 13.41% Add +2.7% 46,753 $23.4M
QRG Capital Management, Inc. 0.28% Add +9.6% 46,717 $23.4M
Sumitomo Life Insurance Co. 0.54% Reduce -13.9% 53,300 $23.3M
NorthCoast Asset Management LLC 0.20% Add +92.7% 46,523 $23.3M
St. Louis Trust Co 3.56% Add +3.6% 46,599 $23.3M
First Financial Corp. 11.85% Add +1.1% 46,497 $23.3M
UNIVEST FINANCIAL Corp 6.45% Reduce -14.8% 46,449 $23.2M
Integral Investment Advisors, Inc. 8.55% Add +35.7% 46,041 $23.2M
Ameritas Advisory Services, LLC 0.87% Add +18.7% 46,371 $23.2M
Arkadios Wealth Advisors 1.55% Add +2.3% 45,919 $23.0M
CM Wealth Advisors LLC 10.79% Reduce -9.9% 45,231 $22.7M
Basso Capital Management, L.P. 20.43% Add +0.6% 45,326 $22.7M
Trust Co of the South 5.37% Add +0.2% 45,303 $22.7M
Omega Advisors (Leon Cooperman) 0.95% No change 45,173 $22.6M
Wealth Group Ltd 6.82% Reduce -1.4% 45,143 $22.6M
Tritonpoint Wealth, LLC 2.13% Reduce -0.7% 44,008 $22.1M
Avidian Wealth Enterprises, LLC 1.07% Add +92.4% 44,165 $22.1M
Stratos Wealth Advisors, LLC 1.09% Add +9.8% 44,158 $22.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.23% Add +10.2% 44,088 $22.1M
Whittier Trust Co. of Nevada Inc. 0.61% Reduce -1.9% 44,012 $22.0M
First Merchants Corp. 0.88% Add +0.3% 43,656 $21.8M
Brooklyn FI, LLC 8.49% Add +557.9% 43,426 $21.7M
Vicus Capital 1.95% Reduce -0.3% 43,121 $21.6M
Baltimore-Washington Financial Advisors, Inc. 1.27% Add +4.2% 43,031 $21.5M
Berkshire Hathaway 0.01% No change 43,000 $21.5M
Guardian Financial Partners, LLC 14.25% Reduce -3.5% 42,962 $21.5M
First Horizon Advisors, Inc. 0.65% Reduce -1.1% 42,950 $21.5M
Ade, LLC 14.37% Reduce -2.4% 42,573 $21.3M
Conning Inc. 0.80% Reduce -21.3% 42,527 $21.3M
Cassady Schiller Wealth Management, LLC 8.55% Add +8.2% 42,069 $21.0M
High Net Worth Advisory Group LLC 6.37% Add +0.2% 42,038 $21.0M
CWS Financial Advisors, LLC 8.27% Add +3.2% 42,021 $21.0M
EverSource Wealth Advisors, LLC 1.40% Add +12.0% 41,529 $21.0M
CW Advisors, LLC 0.33% Reduce -4.6% 41,981 $21.0M
First Command Advisory Services, Inc. 0.22% Add +3.5% 41,868 $20.9M
Integrated Advisors Network LLC 1.08% Add +1.4% 41,719 $20.9M
KilterHowling LLC 14.19% Add +0.6% 41,658 $20.8M
IFP Advisors, Inc 0.82% Add +31.2% 41,522 $20.8M
Core Wealth Advisors, Inc. 7.10% Add +0.6% 41,426 $20.7M
American Century Companies Inc. 0.01% Add +8.1% 41,400 $20.7M
Diversify Advisory Services, LLC 1.13% Add +1.2% 40,505 $20.7M
Curated Wealth Partners LLC 2.89% — 41,366 $20.7M
CVA Family Office, LLC 3.72% Reduce -0.5% 41,356 $20.7M
Belpointe Asset Management LLC 1.44% Reduce -39.0% 41,167 $20.6M
Alexander Labrunerie & Co., Inc. 11.16% Add +34.2% 40,903 $20.5M
Romano Brothers and Company 2.83% Add +6.0% 40,881 $20.4M
Stephens Inc. 0.31% Add +7.3% 40,840 $20.4M
Beaumont Financial Advisors, LLC 1.61% Add +2.8% 40,337 $20.2M
Y.D. More Investments Ltd 2.06% Reduce -1.7% 40,279 $20.1M
MKT Advisors LLC 10.00% Add +2.6% 39,361 $20.1M
Baker Tilly Wealth Management, LLC 8.22% Add +1.5% 40,191 $20.1M
Bank Hapoalim BM 2.97% Reduce -54.2% 40,104 $20.1M
Venture Visionary Partners LLC 0.94% Reduce -1.8% 40,048 $20.0M
O'shaughnessy Asset Management, LLC 0.21% Add +240.3% 39,728 $19.9M
Retirement Systems of Alabama 0.08% Reduce -7.8% 39,517 $19.8M
Drucker Wealth 3.0, LLC 5.19% — 39,066 $19.5M
Exencial Wealth Advisors, LLC 0.73% Reduce -12.9% 38,871 $19.4M
North Star Investment Management Corp. 1.42% Add +1.4% 38,820 $19.4M
Redwood Investment Management, LLC 1.67% Add +15.0% 38,728 $19.4M
Rational Advisors, Inc. 1.93% Reduce -9.1% 38,602 $19.3M
Verdence Capital Advisors LLC 1.71% Add +10.4% 38,463 $19.2M
Capital Management Associates, Inc 11.64% Add +0.7% 38,447 $19.2M
Sensible Financial Planning & Management, LLC. 4.15% Reduce -1.2% 38,399 $19.2M
Fairscale Capital, LLC 16.90% — 36,667 $19.0M
Quotient Wealth Partners, LLC 0.66% Reduce -39.8% 37,951 $19.0M
Savvy Advisors, Inc. 6.16% Add +42.9% 37,775 $18.9M
Oikos Holdings LLC 4.45% No change 37,567 $18.8M
First National Bank Sioux Falls 9.70% Add +14.7% 37,366 $18.7M
Riverpoint Wealth Management Holdings, LLC 5.16% Add +0.2% 37,171 $18.6M
Heritage Wealth Advisors 0.84% Add +0.0% 37,098 $18.6M
Naples Global Advisors, LLC 1.85% Add +1.1% 36,759 $18.4M
Almanack Investment Partners, LLC. 3.11% Add +10.6% 36,882 $18.4M
Harbor Advisory Corp. 6.36% Reduce -6.0% 36,798 $18.4M
Montag A & Associates Inc. 0.92% Add +20.4% 36,307 $18.2M
Benchmark Wealth Management, LLC 9.71% Add +5.1% 36,421 $18.2M
Cornerstone Wealth Group, LLC 1.62% Add +5.4% 36,413 $18.2M
Royal Fund Management, LLC 2.45% Reduce -21.7% 36,074 $18.2M
AQR Capital Management 0.03% Add +80.4% 36,184 $18.1M
Spectrum Investment Advisors, Inc. 13.19% Reduce -2.7% 36,032 $18.0M
PKO Investment Management Joint-Stock Co 2.21% Reduce -3.1% 35,716 $17.9M
Sequoia Financial Advisors, LLC 0.21% Add +3.3% 35,590 $17.8M
Fulton Bank, N.A. 0.72% Add +14.3% 35,556 $17.8M
Motley Fool Wealth Management, LLC 0.91% Add +8.3% 35,244 $17.8M
Traction Financial Partners, LLC 12.93% Add +1.9% 34,937 $17.8M
Stonegate Investment Group, LLC 0.51% Add +0.8% 35,375 $17.7M
Wesbanco Bank Inc. 0.66% Add +38.7% 35,317 $17.7M
Pinnacle Bancorp, Inc. 5.21% Add +3.3% 35,247 $17.6M
Apexium Financial, LP 1.25% Reduce -1.1% 35,059 $17.6M
Peak Financial Management, Inc. 5.47% Reduce -1.6% 34,972 $17.5M
Waldron Private Wealth LLC 0.78% Reduce -8.1% 34,798 $17.5M
Ocean Park Asset Management, LLC 0.83% Add +0.7% 34,863 $17.4M
First National Trust Co 0.71% Add +0.5% 34,692 $17.4M
Farmers & Merchants Investments Inc. 0.58% Reduce -2.6% 34,635 $17.3M
Ogorek Anthony Joseph /NY/ 5.99% Add +3.9% 34,475 $17.2M
Passaic Partners LLC 2.52% Reduce -12.9% 34,338 $17.2M
Fort Vancouver Investment Management, LLC 16.44% — 34,233 $17.1M
TFB Advisors LLC 5.53% Add +2.1% 33,936 $17.0M
Brave Asset Management Inc. 4.32% Add +0.3% 33,891 $17.0M
TruWealth Advisors, LLC 1.13% Add +0.8% 33,851 $16.9M
Argent Trust Co 0.75% Add +1.6% 33,829 $16.9M
FWG Investments, LLC. 17.08% Reduce -3.7% 33,827 $16.9M
Marshall Financial Group Inc. 5.48% Add +2.0% 33,793 $16.9M
Brighton Jones LLC 0.56% Reduce -1.1% 33,725 $16.9M
Atlanta Consulting Group Advisors, LLC 3.63% Add +989.2% 33,666 $16.8M
Lakeshore Financial Planning, Inc. 8.19% Add +0.4% 33,530 $16.8M
Wheelhouse Advisory Group LLC 11.75% Add +3.5% 33,080 $16.7M
Virtue Capital Management, LLC 2.85% Reduce -3.0% 32,630 $16.6M
TrueWealth Financial Partners 10.73% Add +5.4% 33,231 $16.6M
Ballentine Capital Advisors, Inc 8.81% Add +2.3% 33,130 $16.6M
Abacus Planning Group, Inc. 3.18% Reduce -0.3% 32,785 $16.4M
Advisory Services Network, LLC 0.34% Reduce -34.8% 32,737 $16.4M
Bowman & Co S.C. 9.49% Reduce -2.8% 32,617 $16.3M
Dynamic Advisor Solutions LLC 0.51% Reduce -5.7% 32,614 $16.3M
Bridgewater Associates 0.09% New 32,601 $16.3M
Sound View Wealth Advisors Group, LLC 1.67% Add +9.2% 32,430 $16.2M
Johnson Investment Counsel Inc. 0.17% Add +2.5% 32,359 $16.2M
Evanson Asset Management, LLC 1.19% Add +12.9% 32,342 $16.2M
Tsfg, LLC 3.78% Add +1.8% 32,326 $16.2M
Triad Wealth Partners, LLC 8.43% Add +13.0% 32,164 $16.1M
FSB Premier Wealth Management, Inc. 7.24% Reduce -3.6% 32,048 $16.0M
Cary Street Partners Investment Advisory LLC 0.65% Add +6.4% 32,045 $16.0M
Highline Wealth Partners LLC 6.04% Add +5.5% 32,042 $16.0M
Hoylecohen, LLC 1.21% Add +4.0% 31,912 $16.0M
Kathleen S. Wright Associates Inc. 7.32% Add +4.9% 31,852 $15.9M
Bleakley Financial Group, LLC 0.46% Reduce -49.0% 31,650 $15.8M
First Bank & Trust 3.22% Add +0.5% 31,630 $15.8M
Unconventional Investor, LLC 11.13% Add +19.3% 31,343 $15.8M
Toronto Dominion Bank 0.03% No change 31,588 $15.8M
Mgo One Seven LLC 0.75% Add +2.1% 31,547 $15.8M
Moisand Fitzgerald Tamayo, LLC 2.36% Reduce -4.7% 31,461 $15.7M
FineMark National Bank & Trust 0.58% Add +270.1% 31,441 $15.7M
Parallel Advisors, LLC 0.40% Add +1.7% 31,435 $15.7M
Fsa Wealth Partners, Inc. 4.29% Add +281.4% 31,361 $15.7M
waypoint wealth counsel 12.00% Add +3.4% 31,361 $15.7M
Lanham O'Dell & Company, Inc. 8.76% Add +7.6% 31,204 $15.6M
Burney Co./ 0.60% Add +0.4% 31,151 $15.6M
Northstar Group, Inc. 3.07% Add +16.6% 31,074 $15.5M
Braun-Bostich & Associates Inc. 11.53% Add +10.3% 31,000 $15.5M
Eq LLC 9.28% Add +4.2% 30,989 $15.5M
Thomist Capital Management, LP 5.55% Add +4.0% 30,169 $15.4M
Verum Partners LLC 4.97% Add +29.1% 30,719 $15.4M
Elm Partners Management LLC 1.18% Add +0.5% 30,662 $15.3M
1834 Investment Advisors Co. 1.85% Add +7.5% 30,637 $15.3M
One Capital Management, LLC 0.52% Reduce -0.1% 30,538 $15.3M
Carnegie Investment Counsel 0.47% Reduce -0.1% 30,399 $15.2M
Plan Group Financial, LLC 9.27% Add +9.5% 30,297 $15.2M
Prospera Financial Services Inc 0.42% Reduce -13.3% 30,278 $15.2M
Migdal Insurance & Financial Holdings Ltd. 0.25% Add +110.0% 30,158 $15.1M
O'Connor Financial Group LLC 8.79% Add +4.3% 30,221 $15.1M
Curbstone Financial Management Corp 3.25% Add +0.3% 29,940 $15.0M
Braun Stacey Associates Inc. 0.58% Reduce -5.3% 29,931 $15.0M
Baker Ellis Asset Management LLC 2.24% Add +3.4% 29,754 $14.9M
Brown Brothers Harriman & Co. 0.11% Reduce -0.6% 29,708 $14.9M
Bridges Investment Management Inc. 0.22% Add +1689.1% 29,503 $14.8M
Peachtree Investment Partners, LLC 5.79% Reduce -15.6% 29,493 $14.8M
Caerus Investment Advisors, LLC 14.42% Reduce -2.4% 29,482 $14.7M
Ironsides Asset Advisors, LLC 4.88% Add +104.7% 29,333 $14.7M
Philadelphia Trust Co. 1.14% Add +8.8% 29,291 $14.6M
Howland Capital Management LLC 0.70% Add +21.9% 29,049 $14.6M
Lodestar Private Asset Management LLC 2.00% Reduce -0.3% 29,125 $14.6M
Madden Advisory Services, Inc. 7.40% Add +4.2% 29,119 $14.6M
Choate Investment Advisors 0.38% Add +32.2% 29,029 $14.5M
Security Financial Services, INC. 3.13% Add +24.4% 28,839 $14.4M
Boston Family Office LLC 1.04% Add +139.6% 28,830 $14.4M
Avory & Company, LLC 10.14% No change 28,810 $14.4M
Blue Square Asset Management, LLC 8.39% Reduce -9.4% 28,776 $14.4M
Fidelis Capital Partners, LLC 2.04% Add +32.9% 30,110 $14.4M
Battery Global Advisors, LLC 9.46% No change 28,486 $14.3M
Ashton Thomas Securities, LLC 3.44% — 22,228 $14.3M
Element Pointe Advisors, LLC 3.62% No change 28,541 $14.3M
Asset Allocation & Management Company, LLC 9.43% No change 28,523 $14.3M
Spire Wealth Management 0.50% Reduce -25.7% 28,464 $14.2M
Glenview Trust Co 0.29% Add +9.4% 28,437 $14.2M
Marcum Wealth, LLC 1.43% Reduce -1.1% 28,435 $14.2M
Certus Wealth Management, LLC 10.79% Reduce -39.0% 28,414 $14.2M
Alamar Capital Management, LLC 8.61% — 28,299 $14.2M
Gibson Wealth Advisors LLC 13.24% Add +4.0% 28,280 $14.1M
Fairway Wealth LLC 8.33% Add +4.2% 28,273 $14.1M
Dorsey & Whitney Trust CO LLC 0.98% Reduce -1.1% 28,227 $14.1M
Sachem Hill LLC 3.03% Add +6.4% 28,202 $14.1M
Cynosure Group, LLC 2.26% Add +20.8% 28,184 $14.1M
U.S. Capital Wealth Advisors, LLC 0.54% Add +5.7% 28,116 $14.1M
Regal Investment Advisors LLC 0.93% Add +2.3% 28,105 $14.1M
S&T Bank 3.58% Reduce -1.2% 28,096 $14.1M
NewEdge Wealth, LLC 0.30% Reduce -3.8% 27,984 $14.0M
Perissos Private Wealth Management, LLC 12.54% Add +12.8% 27,965 $14.0M
WNY Asset Management, LLC 1.85% Add +9.7% 27,888 $13.9M
Bank Julius Baer & Co. Ltd, Zurich 0.05% Reduce -87.7% 27,814 $13.9M
Kovack Advisors, Inc. 1.52% Add +34.1% 27,664 $13.8M
Gainplan LLC 6.64% Reduce -1.0% 27,498 $13.8M
Roth Financial Partners LLC 5.92% Add +8.7% 27,435 $13.7M
Sharkey, Howes & Javer 2.20% Reduce -14.4% 27,221 $13.6M
LBMC Investment Advisors, LLC 1.18% Reduce -3.0% 27,187 $13.6M
DeDora Capital, Inc. 4.18% Add +1.1% 27,187 $13.6M
Amundi 0.01% Add +4.0% 26,761 $13.6M
Parkside Advisors LLC 3.46% Reduce -2.7% 26,979 $13.5M
Twin Focus Capital Partners, LLC 2.16% Add +0.3% 26,993 $13.5M
Haverford Trust Co 0.14% Add +2.7% 26,985 $13.5M
Lowery Thomas, LLC 9.83% Add +4.5% 26,952 $13.5M
Continuum Wealth Advisors, LLC 7.08% Add +1821.3% 26,918 $13.5M
Adero Partners, LLC 0.98% Add +2.1% 26,730 $13.4M
Abbrea Capital, LLC 1.77% Reduce -4.7% 26,608 $13.4M
FourThought Financial Partners, LLC 1.71% Add +5.8% 26,613 $13.3M
Guardian Wealth Advisors, LLC / NC 1.55% Reduce -3.1% 26,446 $13.2M
Westmount Partners, LLC 4.36% Add +5.2% 26,365 $13.2M
Walkner Condon Financial Advisors LLC 2.85% Reduce -4.0% 26,433 $13.2M
Smith Shellnut Wilson LLC 6.41% Add +31.9% 26,402 $13.2M
GAM Holding AG 1.01% Reduce -3.0% 26,340 $13.2M
Sendero Wealth Management, LLC 2.20% Reduce -1.1% 26,193 $13.1M
Arista Wealth Management, LLC 3.44% Add +163.5% 26,158 $13.1M
Tompkins Financial Corp. 1.37% Add +28.1% 26,149 $13.1M
Mittelman Wealth Management 8.48% Reduce -1.6% 26,149 $13.1M
Three Bridge Wealth Advisors, LLC 5.18% Add +35.3% 26,053 $13.1M
Van Strum & Towne Inc. 4.74% Reduce -1.2% 26,084 $13.0M
Moody National Bank Trust Division 1.00% Reduce -0.6% 25,836 $12.9M
CORDA Investment Management, LLC. 1.05% Add +0.1% 25,826 $12.9M
Balentine LLC 0.59% No change 25,738 $12.9M
Focus Partners Advisor Solutions, LLC 0.34% Add +56.2% 25,726 $12.9M
Evergreen Capital Management LLC 0.47% Add +2.9% 25,615 $12.9M
Rareview Capital LLC 12.30% Reduce -12.3% 25,704 $12.9M
Everett Harris & Co. 0.16% Reduce -25.1% 25,600 $12.8M
Mandatum Life Insurance Co Ltd 4.27% Reduce -11.0% 25,495 $12.8M
Tiger Management L.L.C. 100.00% Add +296.1% 25,350 $12.7M
Crewe Advisors LLC 1.43% Add +0.6% 25,434 $12.7M
Worth Asset Management, LLC 7.54% Add +2051.0% 25,382 $12.7M
IHT Wealth Management, LLC 0.47% Add +10.7% 25,378 $12.7M
Dodds Wealth, LLC 4.93% Add +9.1% 24,705 $12.6M
Advisory Services & Investments, LLC 8.76% Reduce -0.5% 25,199 $12.6M
Graypoint LLC 0.87% Add +2.5% 25,044 $12.5M
Bangor Savings Bank 1.25% Add +0.4% 25,040 $12.5M
Prudential PLC 0.09% Add +66.7% 25,000 $12.5M
Sowell Financial Services LLC 0.59% Reduce -4.4% 24,658 $12.4M
Victory Financial Group, LLC 5.78% Add +337.8% 24,694 $12.4M
Thoroughbred Financial Services, LLC 0.82% Add +45.2% 24,579 $12.3M
Headlands Technologies LLC 1.30% Add +31.5% 24,503 $12.3M
Good Life Advisors, LLC 1.01% Reduce -1.2% 24,488 $12.2M
Kohmann Bosshard Financial Services, LLC 1.65% Add +2.6% 24,467 $12.2M
Per Stirling Capital Management, LLC. 1.96% Add +27.3% 24,349 $12.2M
Hilltop National Bank 3.91% Add +11.1% 24,335 $12.2M
Rossmore Private Capital 1.60% Add +0.2% 24,312 $12.2M
Piedmont Capital Management, LLC 8.24% No change 25,417 $12.1M
Joel Isaacson & Co., LLC 0.64% Add +3.9% 24,291 $12.1M
Nicolet Advisory Services, LLC 1.16% Reduce -0.6% 23,419 $12.1M
Traphagen Investment Advisors LLC 1.31% Reduce -0.0% 24,055 $12.0M
First American Bank 0.90% Reduce -0.1% 23,993 $12.0M
Capital City Trust Co. 3.26% Add +10.5% 23,988 $12.0M
Global Endowment Management, LP 1.26% New 23,862 $11.9M
Zuckerman Investment Group, LLC 1.37% Add +9.0% 23,764 $11.9M
Wintrust Investments LLC 0.96% Reduce -1.5% 23,678 $11.8M
Allworth Financial LP 0.08% Add +1.1% 23,306 $11.8M
Eight 31 Financial, LLC 9.04% Reduce -53.2% 23,477 $11.7M
Vectors Research Management, LLC 3.60% Reduce -20.1% 23,442 $11.7M
Pachira Investments Inc. 10.32% Reduce -1.5% 23,270 $11.6M
Armstrong Advisory Group, Inc. 1.03% Reduce -8.0% 23,265 $11.6M
WorthPointe, LLC 5.29% New 23,213 $11.6M
Professional Financial Advisors, LLC 3.20% Add +0.8% 23,206 $11.6M
IMC-Chicago, LLC 0.37% Reduce -27.6% 23,194 $11.6M
Lloyd Advisory Services, LLC. 5.46% New 23,179 $11.6M
Abound Wealth Management 4.24% Reduce -5.7% 23,017 $11.5M
Delta Wealth Advisors LLC 11.26% Add +76.0% 22,972 $11.5M
Waterloo Capital, L.P. 1.36% Add +2.7% 22,700 $11.4M
Baron Silver Stevens Financial Advisors, LLC 2.17% Reduce -0.2% 22,678 $11.3M
Resonant Capital Advisors, LLC 0.92% Reduce -1.4% 22,592 $11.3M
Moulton Wealth Management, Inc. 10.23% Add +979.6% 21,949 $11.3M
Whittier Trust Co. 0.16% Add +46.3% 22,517 $11.3M
Snowden Capital Advisors LLC 0.34% Add +2.9% 22,341 $11.2M
Flower City Capital 7.15% Reduce -1.1% 22,063 $11.1M
Orser Capital Management, LLC 8.31% Add +222.7% 22,090 $11.0M
SignalPoint Asset Management, LLC 2.94% Add +161.0% 22,019 $11.0M
Ategra Capital Management, LLC 9.42% Reduce -38.0% 21,974 $11.0M
Insigneo Advisory Services, LLC 1.24% Add +13.2% 23,064 $11.0M
Park Avenue Securities LLC 0.13% Add +18.7% 21,754 $10.9M
ArchPoint Investors 4.08% No change 21,661 $10.9M
Founders Financial Securities LLC 1.03% Add +3.3% 21,705 $10.9M
Schneider Downs Wealth Management Advisors, LP 2.41% Reduce -1.3% 21,681 $10.8M
BancFirst Trust & Investment Management 5.05% Reduce -4.0% 21,292 $10.7M
Washington Trust Advisors, Inc. 0.98% Add +0.5% 21,367 $10.7M
Running Point Capital Advisors, LLC 4.39% Add +6.4% 21,226 $10.6M
West Financial Advisors, LLC 2.19% Add +0.9% 21,110 $10.6M
Flagship Harbor Advisors, LLC 0.63% Add +0.8% 21,053 $10.5M
Sunburst Financial Group, LLC 2.84% Reduce -0.5% 20,937 $10.5M
CSM Advisors, LLC 0.74% Reduce -8.1% 20,920 $10.5M
Sivia Capital Partners, LLC 6.98% Add +2.5% 20,854 $10.4M
AlphaStar Capital Management, LLC 0.96% Add +35.5% 20,848 $10.4M
Legacy Advisors, LLC 1.26% Add +1.0% 20,601 $10.3M
Florida Financial Advisors, LLC 6.17% Add +26.4% 20,573 $10.3M
Independent Financial Group, LLC 0.41% Add +11.0% 20,545 $10.3M
Beacon Bridge Wealth Partners, LLC 4.70% Reduce -1.0% 20,501 $10.3M
LS Investment Advisors, LLC 1.60% Add +3.9% 20,447 $10.2M
Parkside Financial Bank & Trust 1.60% Add +3.8% 20,389 $10.2M
Aptus Capital Advisors, LLC 0.19% Reduce -48.2% 20,382 $10.2M
Okabena Investment Services Inc. 3.23% Reduce -33.1% 20,371 $10.2M
Wetzel Investment Advisors, Inc. 5.83% Reduce -0.3% 21,092 $10.1M
Activest Wealth Management 3.33% Add +6.3% 20,206 $10.1M
Coombe, Bender & Co LLC 5.93% Reduce -6.7% 20,126 $10.1M
TRUE Private Wealth Advisors 1.14% Reduce -3.7% 20,085 $10.0M
Bryant Woods Investment Advisors, LLC 7.28% Reduce -23.4% 25,485 $10.0M
F/m Investments LLC 0.36% New 19,882 $9.9M
Copperwynd Financial, LLC 3.24% Add +1.5% 19,606 $9.9M
Laurel Wealth Planning LLC 6.90% Reduce -6.0% 19,829 $9.9M
Halpern Financial, Inc. 2.72% Add +12.8% 19,821 $9.9M
Stelac Advisory Services LLC 4.15% Add +5.2% 19,770 $9.9M
Adams Wealth Management 2.28% Add +3.9% 19,768 $9.9M
CacheTech Inc. 2.28% — 19,768 $9.9M
Sage Investment Advisers LLC 11.05% Add +5.6% 19,546 $9.8M
LifePlan Investment Advisors, Inc. 7.04% Add +1.4% 19,535 $9.8M
Coyle Financial Counsel LLC 3.48% No change 20,263 $9.7M
Berger Financial Group, Inc 0.77% Add +3.0% 19,405 $9.7M
Compound Planning, Inc. 0.71% Add +67.9% 19,273 $9.6M
Websterrogers Financial Advisors, LLC 3.43% Add +0.7% 19,266 $9.6M
KWB Wealth 1.32% Reduce -0.0% 19,997 $9.6M
Hikari Power Ltd 0.87% No change 19,200 $9.6M
Edgestream Partners, L.P. 0.46% Reduce -4.2% 19,128 $9.6M
FSA Advisors, Inc. 9.93% Reduce -1.5% 19,091 $9.5M
BluePointe Capital Management, LLC 6.37% Add +0.8% 18,924 $9.5M
Evolution Wealth Advisors, LLC 1.85% Reduce -30.2% 18,984 $9.5M
Denver PWM, LLC 3.75% Add +5.8% 18,777 $9.4M
Kingdom Financial Group LLC. 6.34% Reduce -9.4% 18,740 $9.4M
Family CFO Inc 5.75% Reduce -0.6% 18,668 $9.3M
Certuity, LLC 0.74% Add +3.9% 18,623 $9.3M
InTrack Investment Management Inc 6.62% Reduce -0.9% 18,607 $9.3M
Semmax Financial Advisors Inc. 2.79% Add +6.0% 18,627 $9.3M
Legacy Private Trust Co. 0.66% Add +4.4% 18,541 $9.3M
Harbor Investment Advisory, LLC 0.96% Reduce -0.3% 18,474 $9.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.54% Add +4.7% 18,460 $9.2M
Disciplina Capital Management LLC 1.53% Reduce -11.9% 18,454 $9.2M
Laird Norton Wetherby Wealth Management, LLC 0.44% Add +1.5% 18,436 $9.2M
Personal Cfo Solutions, LLC 1.41% Add +5.6% 18,405 $9.2M
Aveo Capital Partners, LLC 1.03% Add +3.6% 18,195 $9.1M
GM Advisory Group, LLC 0.59% Add +6.3% 18,163 $9.1M
Greenhouse Wealth Management, LLC 6.63% Reduce -1.1% 18,153 $9.1M
Viewpoint Capital Management LLC 5.55% Add +1.8% 18,147 $9.1M
Mission Wealth Management, LP 0.24% Add +25.5% 18,037 $9.0M
Boston Trust Walden Corp 0.07% Reduce -2.0% 18,030 $9.0M
Financial Engines Advisors L.L.C. 0.02% Add +227.5% 17,993 $9.0M
Leith Wheeler Investment Counsel Ltd. 0.77% Add +0.4% 17,934 $9.0M
Cobblestone Capital Advisors LLC 0.55% Add +137.7% 17,917 $9.0M
Americana Partners, LLC 0.70% Add +0.4% 17,865 $8.9M
Wealthspire Retirement, LLC 0.75% Reduce -4.4% 17,832 $8.9M
Allegiance Financial Group Advisory Services LLC 3.40% Reduce -2.6% 17,775 $8.9M
Golden Road Advisors LLC 7.33% Reduce -5.2% 17,392 $8.9M
Fort Sheridan Advisors LLC 1.43% Add +133.7% 17,645 $8.8M
Matrix Asset Advisors Inc. 1.05% Reduce -4.5% 17,634 $8.8M
Thrive Wealth Management, LLC 1.71% Reduce -0.3% 17,444 $8.7M
Bishop & Co Investment Management, LLC 5.28% Reduce -0.1% 17,388 $8.7M
Defined Wealth Management, LLC 6.04% Add +0.5% 17,367 $8.7M
Connecticut Wealth Management, LLC 0.45% Reduce -9.7% 17,346 $8.7M
Guggenheim Capital LLC 0.06% Reduce -6.0% 17,228 $8.6M
Bridgewater Advisors Inc. 1.06% New 17,392 $8.6M
Pullen Investment Management, LLC 7.11% Add +2.8% 17,158 $8.6M
Stevard, LLC 7.42% Reduce -0.2% 17,157 $8.6M
TD Capital Management LLC 0.90% Add +0.1% 17,149 $8.6M
Marble Harbor Investment Counsel, LLC 1.01% Reduce -1.2% 17,102 $8.6M
New England Asset Management Inc. 1.48% Reduce -19.6% 16,975 $8.5M
Cannell & Spears LLC 0.18% Add +11.3% 16,952 $8.5M
First United Bank & Trust 3.15% Reduce -1.1% 16,948 $8.5M
Western Wealth Management, LLC 0.63% Add +15.3% 16,911 $8.5M
Clifford Swan Investment Counsel LLC 0.32% Add +1.2% 16,878 $8.4M
Autumn Glory Partners, LLC 4.29% Add +0.8% 16,823 $8.4M
Sapient Capital LLC 0.17% Reduce -64.1% 16,713 $8.4M
N.E.W. Advisory Services LLC 0.90% Add +4.1% 16,762 $8.4M
Smartleaf Asset Management LLC 1.37% Add +29.3% 16,607 $8.4M
Luminvest Wealth Management LLC 3.92% Add +52.4% 16,637 $8.4M
Navis Wealth Advisors, LLC 9.55% No change 16,649 $8.3M
Wellington Shields Capital Management, LLC 1.51% Reduce -12.2% 16,631 $8.3M
SOL Capital Management CO 0.99% Add +4.3% 16,551 $8.3M
Red Cedar Investment Management, LLC 1.13% Reduce -20.3% 16,546 $8.3M
New England Private Wealth Advisors LLC 1.44% Reduce -0.6% 16,545 $8.3M
Clark Capital Management Group, Inc. 0.06% Reduce -2.8% 16,533 $8.3M
Belvedere Trading LLC 0.44% Add +1443.3% 16,529 $8.3M
Visionary Wealth Advisors 0.54% Reduce -3.8% 16,490 $8.2M
Pinnacle Associates Ltd. 0.13% Add +12.5% 16,475 $8.2M
Whitaker-Myers Wealth Managers, LTD. 3.03% Add +3.5% 16,433 $8.2M
Main Street Financial Solutions, LLC 0.77% Add +9.9% 16,411 $8.2M
NavPoint Financial, Inc. 7.11% Add +0.7% 16,381 $8.2M
GC Wealth Management RIA, LLC 1.61% Add +21.8% 16,303 $8.2M
First Foundation Advisors 0.31% Reduce -1.8% 16,223 $8.1M
North Star Asset Management Inc. 0.38% Reduce -40.1% 16,178 $8.1M
Rockwood Wealth Management, LLC 0.98% Add +2.3% 16,020 $8.0M
Essex Bank 2.14% Add +5.5% 15,918 $8.0M
Heritage Investors Management Corp. 0.28% Reduce -1.1% 15,886 $7.9M
Csenge Advisory Group 0.45% Reduce -4.7% 15,840 $7.9M
Pitcairn Co. 0.48% Add +2.1% 15,834 $7.9M
Empower Advisory Group, LLC 0.03% Reduce -10.5% 15,824 $7.9M
Rothschild Investment LLC 0.55% Add +3.0% 15,775 $7.9M
Nicolet Bankshares Inc. 1.65% Add +23.6% 15,764 $7.9M
Lazard Asset Management LLC 0.01% Reduce -7.0% 15,747 $7.9M
Alpha Cubed Investments, LLC 0.38% Reduce -2.6% 15,739 $7.9M
Future Financial Wealth Managment LLC 6.91% Reduce -3.5% 15,714 $7.9M
Stock Yards Bank & Trust Co. 0.26% Add +0.7% 15,698 $7.9M
White Lighthouse Investment Management Inc. 1.51% Reduce -1.6% 15,680 $7.8M
Legacy Capital Wealth Partners, LLC 2.00% New 15,670 $7.8M
Midland Wealth Advisors, LLC 0.46% Add +4.6% 15,658 $7.8M
Coastline Trust Co 0.92% Add +11.8% 15,640 $7.8M
Cypress Point Wealth Management, LLC 3.70% Add +8.9% 15,634 $7.8M
Oarsman Capital, Inc. 1.72% Add +79.7% 15,627 $7.8M
Operose Advisors LLC 2.75% Add +2.4% 15,548 $7.8M
ICONIQ Capital, LLC 0.17% Reduce -0.1% 15,510 $7.8M
Northstar Asset Management Inc. 1.98% New 15,481 $7.7M
Prosperitas Financial LLC 4.72% Reduce -1.2% 15,471 $7.7M
Marotta Asset Management 1.60% Reduce -3.8% 15,415 $7.7M
Canal Capital Management, LLC 1.32% No change 15,430 $7.7M
Bremer Bank National Association 1.50% Reduce -6.5% 15,370 $7.7M
YHB Investment Advisors, Inc. 0.66% Add +0.9% 15,363 $7.7M
Dakota Wealth Management 0.18% Add +6.1% 15,347 $7.7M
SteelPeak Wealth, LLC 0.36% Add +34.9% 15,278 $7.7M
Greenwich Wealth Management LLC 0.56% Add +4.1% 15,331 $7.7M
Embree Financial Group 1.47% Add +0.7% 15,318 $7.7M
Reliant Wealth Planning 3.53% Reduce -20.5% 15,309 $7.7M
MMBG Investment Advisors Co. 0.82% Reduce -13.9% 15,285 $7.6M
Hilltop Holdings Inc. 0.89% Reduce -14.2% 15,258 $7.6M
Rockland Trust Co. 0.40% Reduce -0.4% 15,237 $7.6M
Facet Wealth, Inc. 0.23% Add +0.3% 15,246 $7.6M
Quantinno Capital Management LP 0.14% Add +14.6% 15,095 $7.5M
Hoese & Co LLP 6.58% Reduce -2.6% 15,551 $7.5M
AdvisorNet Financial, Inc 0.68% Add +4.5% 15,032 $7.5M
Capital Investment Advisors, LLC 0.17% Add +22.9% 15,016 $7.5M
Sequent Asset Management, LLC 3.77% Add +0.1% 14,977 $7.5M
Collective Family Office LLC 2.19% Add +13.4% 14,900 $7.5M
Pine Valley Investments Ltd Liability Co 0.55% Add +10.2% 14,802 $7.4M
Smith, Moore & Co. 0.76% Add +1.3% 14,817 $7.4M
Strengthening Families & Communities, LLC 2.12% New 14,762 $7.4M
Modera Wealth Management, LLC 0.11% Add +10.3% 14,756 $7.4M
PAX Financial Group, LLC 1.44% Reduce -9.0% 14,750 $7.4M
Citizens Business Bank 1.56% Reduce -3.8% 14,731 $7.4M
Florida Trust Wealth Management Co 0.25% Add +6.1% 14,681 $7.3M
Tanager Wealth Management LLP 1.09% Add +28.2% 14,586 $7.3M
CPC Advisors, LLC 1.21% Reduce -3.5% 14,635 $7.3M
Landaas & Co. /Wi 2.23% Add +7.9% 14,630 $7.3M
Financial Enhancement Group LLC 1.17% Reduce -17.8% 14,601 $7.3M
Smart Money Group LLC 2.60% Reduce -2.8% 14,386 $7.3M
Tudor Investment Corporation 0.08% Add +1115.3% 14,547 $7.3M
Benjamin F. Edwards & Company, Inc. 0.13% Add +5.5% 14,458 $7.2M
CreativeOne Wealth, LLC 0.37% Reduce -17.9% 14,452 $7.2M
McCollum Christoferson Group LLC 2.15% Add +15.3% 14,432 $7.2M
Sumitomo Mitsui Financial Group, Inc. 0.22% Add +3.1% 14,427 $7.2M
Hyman Charles D 0.40% Add +1.0% 14,380 $7.2M
Stephen J. Garry & Associates, LLC 7.26% Add +3.9% 14,343 $7.2M
Ayalon Insurance Comp Ltd. 2.36% Add +2.6% 14,268 $7.2M
Private Trust Co. NA 0.76% Reduce -0.3% 14,178 $7.1M
Better Money Decisions, LLC 5.32% Add +13.8% 14,134 $7.1M
FDx Advisors, Inc. 1.94% Reduce -4.1% 14,065 $7.0M
DF Dent & Co. Inc. 0.09% No change 14,037 $7.0M
Bridgewealth Advisory Group, LLC 3.11% Reduce -0.8% 14,009 $7.0M
Patten & Patten Inc. 0.49% Add +2.5% 13,898 $7.0M
Discipline Wealth Solutions, LLC 5.47% Add +11.6% 13,866 $6.9M
Creative Financial Designs Inc. 0.62% Add +10.9% 13,854 $6.9M
Trilogy Capital Inc. 0.38% Add +2864.7% 13,845 $6.9M
Salem Investment Counselors Inc. 0.22% Add +1.5% 13,738 $6.9M
Qube Research & Technologies Ltd 0.01% Add +38.4% 13,714 $6.9M
Vision Capital Management, Inc. 1.02% Reduce -3.8% 13,703 $6.9M
Mendel Capital Management LLC 4.43% Add +1.6% 13,697 $6.9M
Flputnam Investment Management Co. 0.13% Add +6.5% 13,686 $6.8M
Connable Office Inc. 0.74% Reduce -2.5% 13,673 $6.8M
Global Financial Private Client, LLC 2.85% Reduce -6.5% 13,638 $6.8M
International Assets Investment Management, LLC 0.64% Add +4.6% 13,630 $6.8M
Columbus Macro, LLC 2.63% Reduce -11.1% 13,628 $6.8M
Coppell Advisory Solutions LLC 1.12% — 13,587 $6.8M
Monetta Financial Services Inc. 5.84% No change 13,500 $6.8M
Phoenix Financial Ltd. 0.10% Add +81.7% 13,481 $6.8M
Chicago Capital, LLC 0.20% Add +0.5% 13,488 $6.7M
NORTHSTAR ASSET MANAGEMENT Co 1.63% Reduce -1.7% 13,460 $6.7M
Independent Family Office, LLC 3.84% Add +29.6% 13,442 $6.7M
Ridgecrest Wealth Partners, LLC 4.03% Add +1.8% 13,379 $6.7M
GYL Financial Synergies, LLC 0.52% Add +7.7% 13,369 $6.7M
Monterey Private Wealth, Inc. 2.49% Reduce -1.9% 13,316 $6.7M
Cypress Wealth Services, LLC 1.47% Add +1.0% 13,216 $6.6M
Bradley Foster & Sargent Inc. 0.12% Add +15.8% 13,214 $6.6M
Trust Co. of Vermont 0.36% Add +28.7% 13,202 $6.6M
Coerente Capital Management 1.29% No change 13,200 $6.6M
Hudock, Inc. 1.23% Add +20.9% 13,156 $6.6M
Dana Investment Advisors, Inc. 0.22% Reduce -0.3% 13,156 $6.6M
Annapolis Financial Services, LLC 2.13% Reduce -0.7% 13,155 $6.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.20% Reduce -1.9% 13,097 $6.6M
Peak Asset Management, LLC 1.28% Add +62.2% 13,091 $6.5M
Relyea Zuckerberg Hanson LLC 1.10% Add +7.3% 13,077 $6.5M
First Financial Bankshares Inc 0.15% Reduce -15.3% 13,064 $6.5M
Bollard Group LLC 0.18% No change 13,055 $6.5M
Ascent Group, LLC 0.53% Add +3.3% 13,031 $6.5M
Certified Advisory Corp 0.82% Add +22.4% 13,011 $6.5M
Patriot Financial Group Insurance Agency, LLC 0.96% Add +17.3% 12,991 $6.5M
Vantage Financial Partners, LLC 1.67% Reduce -8.1% 12,846 $6.4M
C M Bidwell & Associates Ltd. 4.29% Reduce -3.0% 12,818 $6.4M
Newman Dignan & Sheerar, Inc. 1.64% Add +1.4% 12,718 $6.4M
Breakwater Capital Group 1.44% Add +2.8% 12,715 $6.4M
Parthenon LLC 0.81% Reduce -0.1% 12,703 $6.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -28.9% 12,671 $6.3M
Private Wealth Strategies, L.L.C. 1.27% Reduce -1.6% 12,670 $6.3M
Cadence Bank 0.47% Add +2.6% 12,614 $6.3M
LaSalle St. Investment Advisors, LLC 3.15% Reduce -12.6% 12,606 $6.3M
Oxford Financial Group, LTD. LLC 0.41% Reduce -2.0% 12,488 $6.2M
Pallas Capital Advisors LLC 0.28% Reduce -0.9% 12,271 $6.2M
Warner Financial, Inc. 3.01% Add +6.4% 12,356 $6.2M
Saiph Capital, LLC 2.76% Reduce -0.4% 12,352 $6.2M
Centaurus Financial, Inc. 0.41% Add +0.5% 12,351 $6.2M
Bluesphere Advisors LLC 3.14% Add +2.1% 12,327 $6.2M
Crumly & Associates Inc. 1.77% Reduce -0.1% 12,291 $6.1M
Uptick Partners, LLC 4.71% Reduce -0.9% 12,750 $6.1M
Safeguard Investment Advisory Group, LLC 1.90% Reduce -1.0% 12,224 $6.1M
SP Asset Management LLC 0.56% Reduce -1.1% 12,203 $6.1M
SeaCrest Wealth Management, LLC 0.69% Add +25.6% 12,203 $6.1M
SpiderRock Advisors, LLC 0.16% Reduce -36.9% 12,178 $6.1M
Cozad Asset Management Inc. 0.61% Add +9.3% 12,178 $6.1M
Asset Planning Corporation 4.55% Reduce -6.9% 12,165 $6.1M
Hills Bank & Trust Co 0.49% Reduce -8.1% 12,140 $6.1M
D'Orazio & Associates, Inc. 0.93% Add +0.3% 12,134 $6.1M
Wakefield Asset Management LLLP 2.12% Add +1.8% 12,109 $6.1M
Masso Torrence Wealth Management Inc. 3.35% Add +5.7% 12,064 $6.0M
Gotham Asset Management 0.08% Add +115.8% 11,979 $6.0M
BCGM Wealth Management, LLC 2.07% Reduce -0.7% 11,973 $6.0M
Menora Mivtachim Holdings LTD. 0.04% Reduce -12.5% 11,885 $5.9M
Pettyjohn, Wood & White, Inc. 1.15% Add +1.3% 11,867 $5.9M
Market Street Wealth Management Advisors LLC 1.02% Reduce -1.6% 11,845 $5.9M
Summit Financial Strategies, Inc. 0.73% Add +0.6% 11,802 $5.9M
Horizon Investments, LLC 0.16% Add +1.3% 11,798 $5.9M
SMART Wealth LLC 2.39% Reduce -3.4% 11,793 $5.9M
Verus Capital Partners, LLC 0.61% Reduce -5.0% 11,674 $5.8M
Partners in Financial Planning 1.26% Reduce -7.3% 11,615 $5.8M
Seven Mile Advisory 4.27% Add +1.0% 11,614 $5.8M
Traynor Capital Management, Inc. 0.49% Add +18.8% 11,612 $5.8M
GSG Advisors LLC 2.03% Reduce -0.3% 11,478 $5.8M
Advocacy Wealth Management, LLC 0.47% Reduce -0.1% 11,488 $5.7M
Waller Financial Planning Group, Inc. 1.53% Add +5.6% 11,387 $5.7M
Stokes Family Office, LLC 0.67% Reduce -8.3% 11,381 $5.7M
T. Rowe Price Associates Inc. 0.00% No change 11,366 $5.7M
Family Wealth Partners, LLC 2.94% Add +4.3% 11,340 $5.7M
ARS Wealth Advisors Group, LLC 0.74% Reduce -0.4% 11,332 $5.7M
Schear Investment Advisers, LLC 4.07% Reduce -29.4% 11,272 $5.6M
Glass Jacobson Investment Advisors llc 2.05% Add +6.6% 11,227 $5.6M
BSW Wealth Partners 0.92% Reduce -2.1% 11,215 $5.6M
Marshall Wace, LLP 0.01% Reduce -98.8% 11,177 $5.6M
Searcy Financial Services Inc. 2.79% Add +1.3% 11,172 $5.6M
Park National Corp. 0.21% Add +0.3% 11,146 $5.6M
Flagstar Securities, Inc. 1.53% Reduce -2.0% 11,100 $5.6M
Cohen & Steers, Inc. 0.01% No change 11,132 $5.6M
Alera Investment Advisors, LLC 0.67% Reduce -6.4% 11,119 $5.6M
Kiely Wealth Advisory Group, Inc. 3.06% Add +9.7% 11,424 $5.6M
Trinity Financial Advisors LLC 2.48% Add +12.1% 11,054 $5.5M
Axxcess Wealth Management, LLC 0.15% Add +22.9% 11,091 $5.5M
ERn Financial, LLC 0.92% Reduce -0.7% 11,064 $5.5M
Luken Investment Analytics, LLC 2.78% Reduce -4.1% 11,061 $5.5M
FSC Wealth Advisors, LLC 4.07% Reduce -2.3% 11,009 $5.5M
Cercano Management LLC 0.15% No change 10,935 $5.5M
Hutchens & Kramer Investment Management Group, LLC 3.03% Reduce -1.5% 10,934 $5.5M
Journey Strategic Wealth LLC 0.23% Reduce -4.1% 10,897 $5.4M
WealthCare Investment Partners, LLC 2.53% Add +1.1% 10,891 $5.4M
Long Run Wealth Advisors, LLC 1.38% Reduce -0.6% 10,869 $5.4M
Kinloch Capital, LLC 2.83% Add +1.2% 10,853 $5.4M
Northstar Advisory Group, LLC 3.10% Add +0.2% 10,725 $5.4M
Mitchell Sinkler & Starr 1.37% Add +12.0% 10,582 $5.4M
Pinnacle Wealth Management Advisory Group, LLC 0.55% Add +18.6% 10,704 $5.4M
Frisch Financial Group, Inc. 1.62% Add +29.0% 10,694 $5.3M
Waterfront Wealth Inc. 1.45% Reduce -4.0% 10,691 $5.3M
Transcend Capital Advisors, LLC 0.39% Reduce -6.9% 10,622 $5.3M
Evernest Financial Advisors, LLC 2.38% Add +0.1% 10,620 $5.3M
Sunpointe, LLC 3.45% Add +89.6% 10,567 $5.3M
Chevy Chase Trust Holdings, LLC 0.02% Add +11.4% 10,597 $5.3M
Cutter & CO Brokerage, Inc. 1.28% Reduce -0.8% 10,590 $5.3M
WCG Wealth Advisors LLC 0.39% New 10,551 $5.3M
Detalus Advisors, LLC 1.81% Add +0.1% 10,541 $5.3M
Soltis Investment Advisors LLC 0.56% Reduce -6.9% 10,536 $5.3M
Keystone Wealth Services, LLC 1.63% Reduce -2.4% 10,491 $5.2M
Beacon Capital Management, LLC 0.97% Add +3.6% 10,488 $5.2M
Wiser Advisor Group LLC 8.24% Reduce -0.2% 10,474 $5.2M
Mattern Capital Management, LLC 0.72% No change 10,471 $5.2M
Saxon Interests, Inc. 2.49% Reduce -0.6% 10,469 $5.2M
McDonald Partners LLC 1.40% No change 10,440 $5.2M
Arrowroot Family Office, LLC 3.33% Reduce -9.1% 10,412 $5.2M
Custos Family Office, LLC 2.08% Add +820.4% 10,400 $5.2M
Principal Securities, Inc. 0.14% Add +20.9% 10,399 $5.2M
Orrstown Financial Services Inc. 2.74% Reduce -1.5% 10,392 $5.2M
Fermata Advisors, LLC 1.19% Add +2.7% 10,320 $5.2M
Triasima Portfolio Management inc. 0.47% Reduce -0.8% 10,320 $5.2M
Raffa Wealth Management, LLC 1.46% Add +7.9% 10,317 $5.2M
Heritage Wealth Management, Inc. 1.72% — 10,072 $5.1M
West Bancorporation Inc. 3.78% Add +7.7% 10,224 $5.1M
Trust Point Inc. 0.41% Add +0.6% 10,223 $5.1M
American Investment Services, Inc. 0.90% Add +2.0% 10,203 $5.1M
Modus Advisors, LLC 1.80% Reduce -3.7% 10,165 $5.1M
Hoxton Planning & Management, LLC 2.36% Reduce -0.3% 10,130 $5.1M
Gouws Capital LLC 3.60% Add +0.1% 10,045 $5.0M
Canvas Wealth Advisors, LLC 1.55% Reduce -7.4% 10,082 $5.0M
West Michigan Advisors, LLC 1.60% Reduce -2.2% 9,992 $5.0M
Rockbridge Investment Management, LCC 0.71% Reduce -0.8% 10,002 $5.0M
First City Capital Management, Inc. 2.79% Add +33.7% 9,949 $5.0M
Sigma Investment Counselors Inc. 0.31% Reduce -3.9% 9,928 $5.0M
Silvercrest Asset Management Group LLC 0.03% Add +13.4% 9,892 $4.9M
Bank of New Hampshire 1.28% Reduce -3.0% 9,845 $4.9M
Anchor Investment Management, LLC 0.51% Add +3.2% 9,836 $4.9M
Bfsg, LLC 0.62% Add +6.2% 9,834 $4.9M
Trust Co. of Oklahoma 1.72% Add +0.1% 9,774 $4.9M
Relative Value Partners Group, LLC 0.64% Add +868.5% 9,763 $4.9M
Lake Street Private Wealth, LLC 0.64% Add +5.1% 9,763 $4.9M
Mountain Capital Investment Advisors Inc. 1.21% Add +2036.7% 9,444 $4.9M
L.M. Kohn & Company 1.32% Add +3.7% 9,719 $4.9M
Global Assets Advisory, LLC 7.71% Add +36.6% 9,682 $4.8M
Stegner Investment Associates Inc. 3.48% Reduce -7.6% 9,677 $4.8M
Peregrine Asset Advisers, Inc. 1.91% Reduce -4.1% 9,676 $4.8M
Vernal Point Advisors, LLC 3.44% No change 9,628 $4.8M
Lanark Financial, Inc. 0.44% Reduce -7.5% 9,659 $4.8M
ZWJ Investment Counsel Inc. 0.21% Add +3.4% 9,609 $4.8M
UMB Bank, n.a. 0.08% Reduce -33.3% 9,567 $4.8M
1900 Wealth Management LLC 0.45% Add +25.7% 9,551 $4.8M
Mackenzie Financial Corp. 0.01% Add +6.8% 9,548 $4.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.14% Reduce -0.1% 9,533 $4.8M
Pegasus Partners Ltd. 0.48% Add +0.1% 9,513 $4.8M
Allie Family Office LLC 2.86% No change 10,690 $4.8M
ICW Investment Advisors LLC 2.14% Add +1.3% 9,408 $4.7M
25 LLC 2.23% Reduce -0.2% 9,383 $4.7M
Vista Capital Partners, Inc. 0.58% Add +2.0% 9,374 $4.7M
Stanley-Laman Group, Ltd. 0.61% Add +50.1% 9,284 $4.6M
Heritage Trust Co 0.61% Reduce -1.1% 9,272 $4.6M
Waters Parkerson & Co., LLC 0.25% Reduce -1.0% 9,261 $4.6M
Independence Bank of Kentucky 1.22% Add +19.8% 9,205 $4.6M
Arthur M. Cohen & Associates, LLC 0.84% Add +2.3% 9,196 $4.6M
Ariston Services Group 4.42% Reduce -1.1% 9,166 $4.6M
Sax Wealth Advisors, LLC 0.44% Add +2.5% 9,159 $4.6M
Blue Edge Capital, LLC 0.76% Reduce -1.7% 9,150 $4.6M
Capital Planning Advisors, LLC 0.78% Add +34.2% 9,135 $4.6M
Spirepoint Private Client, LLC 0.64% Reduce -3.0% 9,067 $4.5M
D.B. Root & Company, LLC 1.54% Add +4.0% 9,012 $4.5M
SRH Advisors, LLC 1.50% No change 8,978 $4.5M
Tyche Wealth Partners LLC 1.09% Add +2.3% 8,948 $4.5M
Prepared Retirement Institute LLC 2.96% Add +17.7% 8,937 $4.5M
Blue Bell Private Wealth Management, LLC 0.92% Reduce -0.3% 8,922 $4.5M
EPIQ Capital Group, LLC 1.57% Add +4.2% 8,870 $4.5M
Xcel Wealth Management, LLC 1.41% Reduce -1.1% 8,900 $4.5M
Stage Harbor Financial, LLC 4.30% Add +25.1% 8,892 $4.4M
Debussy Capital Management LP 1.26% Add +0.1% 8,879 $4.4M
Private Advisory Group LLC 0.58% Reduce -2.0% 8,878 $4.4M
Lindbrook Capital, LLC 0.42% Add +5.2% 8,877 $4.4M
Jacobi Capital Management LLC 0.39% Reduce -13.1% 8,876 $4.4M
Werba Rubin Papier Wealth Management 1.22% Reduce -6.2% 8,868 $4.4M
Douglass Winthrop Advisors, LLC 0.09% Reduce -8.0% 8,862 $4.4M
Advisory Alpha, LLC 0.17% Add +2.1% 8,855 $4.4M
JTC Employer Solutions Trustee Ltd 0.30% No change 8,837 $4.4M
Phillips Wealth Planners LLC 4.65% Reduce -2.1% 8,558 $4.4M
Yarger Wealth Strategies, LLC 2.65% Add +52.8% 8,808 $4.4M
B.O.S.S. Retirement Advisors, LLC 1.12% Add +494.0% 8,767 $4.4M
Callan Family Office, LLC 0.84% Add +5.9% 8,759 $4.4M
Merriman Wealth Management, LLC 0.19% Add +6.5% 8,694 $4.4M
Becker Capital Management Inc. 0.15% Add +1.9% 8,659 $4.3M
Ledgewood Wealth Advisors, LLC 3.75% Add +0.2% 8,688 $4.3M
Legacy Financial Strategies, LLC 1.04% Add +10.6% 8,569 $4.3M
Flow Traders U.S. LLC 0.21% Reduce -6.6% 8,656 $4.3M
Gradient Capital Advisors, LLC 1.55% Reduce -13.3% 8,651 $4.3M
Cullinan Associates Inc. 0.24% No change 8,641 $4.3M
Fonville Wealth Management LLC 1.71% Add +5.5% 8,630 $4.3M
Well Done, LLC 0.90% Reduce -6.3% 8,625 $4.3M
Klingman & Associates, LLC 0.29% Add +2.0% 8,602 $4.3M
Louisbourg Investments Inc. 1.20% Add +7.0% 8,596 $4.3M
Primoris Wealth Advisors, LLC 3.43% Add +9.2% 8,583 $4.3M
Quadcap Wealth Management, LLC 0.77% Add +85.0% 8,558 $4.3M
Magnus Financial Group LLC 0.48% Add +27.3% 8,533 $4.3M
Eagle Strategies LLC 0.82% Reduce -89.8% 8,532 $4.3M
Ignite Planners, LLC 1.04% Add +0.9% 8,366 $4.3M
Liberty Wealth Management LLC 0.78% Add +2880.4% 269,517 $4.3M
BTC Capital Management, Inc. 0.39% No change 8,500 $4.3M
Syon Capital LLC 0.39% No change 8,455 $4.2M
Aaron Wealth Advisors LLC 0.59% Add +113.2% 8,450 $4.2M
Whalerock Point Partners, LLC 1.13% Add +1.9% 8,445 $4.2M
Welch Group, LLC 0.20% Add +0.8% 8,427 $4.2M
Sagace Wealth Management LLC 4.12% — 8,253 $4.2M
Kingswood Wealth Advisors, LLC 0.38% Add +44.5% 8,400 $4.2M
TFO Wealth Partners, LLC 0.82% No change 8,399 $4.2M
Continuum Advisory, LLC 0.61% Add +6.9% 8,394 $4.2M
Signature Estate & Investment Advisors LLC 0.10% Add +589.7% 8,304 $4.2M
John G Ullman & Associates Inc. 0.63% Reduce -3.0% 8,298 $4.2M
Brooks, Moore & Associates, Inc. 2.66% Reduce -1.6% 8,276 $4.1M
Clarity Capital Advisors, LLC 3.19% Add +0.9% 8,255 $4.1M
Christensen, King & Associates Investment Services, Inc. 2.04% Add +10.1% 8,250 $4.1M
Sawyer & Company, Inc 1.64% Add +32.9% 8,249 $4.1M
Capital Wealth Management, LLC 1.89% Reduce -0.6% 8,244 $4.1M
Palisade Asset Management, LLC 0.42% Reduce -0.6% 8,179 $4.1M
RKL Wealth Management LLC 0.39% Reduce -2.3% 8,166 $4.1M
Clear Creek Financial Management, LLC 0.49% Reduce -0.1% 8,152 $4.1M
Essex Financial Services, Inc. 0.30% Add +18.4% 8,344 $4.1M
Advisors Capital Management, LLC 0.07% Reduce -14.4% 8,130 $4.1M
Legacy Edge Advisors, LLC 0.75% Add +12.1% 8,097 $4.0M
MorganRosel Wealth Management, LLC 1.43% Add +13.4% 8,097 $4.0M
Boyd Watterson Asset Management LLC 1.17% No change 8,097 $4.0M
Ami Investment Management Inc. 1.41% Reduce -0.6% 8,093 $4.0M
Center For Asset Management LLC 2.66% Add +685.5% 8,028 $4.0M
Kensington Asset Management, LLC 0.43% Reduce -99.1% 8,000 $4.0M
ProVise Management Group, LLC 0.34% Add +0.0% 7,945 $4.0M
FAS Wealth Partners, Inc. 0.34% Add +0.1% 7,944 $4.0M
Townsend Asset Management Corp. /NC/ 1.53% Add +5.9% 7,918 $4.0M
New Covenant Trust Company, N.A. 4.54% Reduce -0.2% 7,818 $3.9M
Next Capital Management LLC 1.66% Reduce -42.1% 7,873 $3.9M
Moors & Cabot, Inc. 0.21% Add +29.5% 7,808 $3.9M
Sovereign Financial Group, Inc. 0.97% Reduce -10.5% 7,801 $3.9M
First Pacific Financial 1.00% Reduce -6.7% 7,792 $3.9M
Insight Advisors, LLC/ PA 0.71% Add +107.2% 7,786 $3.9M
World Equity Group, Inc. 1.16% Reduce -50.3% 7,771 $3.9M
CFM Wealth Partners LLC 0.71% Reduce -0.5% 7,770 $3.9M
Members Advisory Group LLC 2.11% Add +26.0% 7,740 $3.9M
Lion Street Advisors, LLC 1.43% Add +29.9% 7,728 $3.9M
Safeguard Financial, LLC 1.07% Add +18.6% 7,714 $3.9M
Fee-Only Financial Planning, L.C. 2.59% No change 7,706 $3.9M
Jackson, Grant Investment Advisers, Inc. 1.54% Add +5.5% 7,646 $3.8M
Maia Wealth LLC 1.15% — 7,381 $3.8M
Berry Wealth Group, LP 3.03% New 7,580 $3.8M
Strategies Wealth Advisors, LLC 0.55% Reduce -1.2% 7,579 $3.8M
Adapt Wealth Advisors, LLC 2.36% Add +0.6% 7,539 $3.8M
Edmond DE Rothschild Holding S.A. 0.06% Add +0.4% 7,500 $3.8M
Ausdal Financial Partners, Inc. 0.40% Add +17.1% 7,493 $3.7M
Symphony Financial, Ltd. Co. 0.68% Add +0.4% 7,433 $3.7M
Strategic Investment Solutions, Inc. 1.21% — 7,379 $3.7M
Silver Oak Securities, Incorporated 0.56% Add +69.3% 7,464 $3.7M
Ridgewood Investments LLC 1.87% Reduce -1.7% 7,454 $3.7M
Ascentis Independent Advisors 0.77% — 7,421 $3.7M
Sage Capital Advisors,llc 1.07% Add +0.5% 7,420 $3.7M
Bath Savings Trust Co 0.39% Add +3.5% 7,409 $3.7M
Caldwell Trust Co 0.41% Add +210.6% 7,383 $3.7M
Leo Wealth, LLC 0.38% Add +0.3% 7,371 $3.7M
Lowe Brockenbrough & Co. Inc. 0.24% Reduce -2.5% 7,328 $3.7M
Rf&l Wealth Management, LLC 2.78% Add +4.8% 7,318 $3.7M
Cambridge Capital Management, LLC 2.71% Add +49.9% 7,315 $3.7M
PFG Investments, LLC 0.26% Add +14.2% 7,292 $3.6M
Security National Bank 0.53% No change 7,278 $3.6M
Truepoint, Inc. 0.10% Reduce -8.8% 7,263 $3.6M
Warwick Investment Management, Inc. 0.85% Add +3.5% 7,253 $3.6M
RW Investment Management LLC 0.49% Add +8.0% 7,240 $3.6M
FOCUS Wealth Advisors, LLC 1.83% No change 7,117 $3.6M
Family Investment Center, Inc. 1.05% Reduce -4.2% 7,044 $3.5M
Bryn Mawr Trust Advisors, LLC 0.19% Add +0.7% 7,005 $3.5M
Bristlecone Advisors, LLC 0.30% Reduce -2.6% 7,001 $3.5M
Stratos Investment Management, LLC 0.29% Add +15.8% 6,991 $3.5M
McAdam, LLC 0.21% Add +5.3% 6,964 $3.5M
Koss-Olinger Consulting, LLC 0.32% Add +730.6% 6,952 $3.5M
KPP Advisory Services LLC 0.92% Add +8.6% 6,928 $3.5M
Concentric Wealth Management, LLC 0.90% Add +0.2% 6,911 $3.5M
Biltmore Family Office, LLC 0.64% Add +0.9% 6,885 $3.5M
Sterling Group Wealth Management, LLC 1.97% — 6,874 $3.4M
Signaturefd, LLC 0.07% Add +26.1% 6,865 $3.4M
Auour Investments LLC 1.27% Reduce -3.0% 6,842 $3.4M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -19.7% 6,894 $3.4M
Keebeck Wealth Management 0.50% Add +2.1% 6,802 $3.4M
Goodwin Investment Advisory 1.56% Reduce -0.8% 6,793 $3.4M
Sheaff Brock Investment Advisors, LLC 0.31% Add +2.5% 6,784 $3.4M
Tradewinds, LLC. 1.04% New 6,776 $3.4M
Gries Financial LLC 0.70% Reduce -50.3% 6,757 $3.4M
Obsidian Cio, LLC 0.80% Add +2.5% 6,699 $3.4M
Avity Investment Management Inc. 0.27% Reduce -13.4% 6,697 $3.3M
New Century Financial Group, LLC 1.41% Add +637.4% 6,659 $3.3M
First Heartland Consultants, Inc. 0.33% Reduce -0.3% 6,648 $3.3M
Southland Equity Partners LLC 0.95% Reduce -80.1% 6,644 $3.3M
Guardian Capital Advisors LP 0.35% Add +0.1% 6,441 $3.3M
Root Financial Partners, LLC 0.78% Reduce -18.4% 6,638 $3.3M
Headinvest, LLC 0.65% Reduce -9.1% 6,618 $3.3M
Procyon Advisors, LLC 0.24% Add +14.4% 6,611 $3.3M
Greenline Partners, LLC 0.50% Add +211.1% 6,588 $3.3M
Childress Capital Advisors, LLC 0.93% Reduce -0.7% 6,592 $3.3M
Calamos Wealth Management LLC 0.18% No change 6,592 $3.3M
WoodTrust Financial Corp 0.51% New 6,574 $3.3M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -6.1% 6,573 $3.3M
Agate Pass Investment Management, LLC 1.75% Add +11.4% 6,559 $3.3M
Integrated Investment Consultants, LLC 0.90% No change 6,821 $3.3M
Aspen Grove Capital, LLC 0.77% Reduce -0.9% 6,498 $3.3M
Fi3 FINANCIAL ADVISORS, LLC 1.43% Reduce -15.2% 6,503 $3.3M
Wellspring Financial Advisors, LLC 0.36% Add +40.1% 6,491 $3.2M
Apella Capital, LLC 0.14% Add +12.0% 6,349 $3.2M
Forum Financial Management, LP 0.06% Add +7.8% 6,485 $3.2M
Consultiva Wealth Management, Corp. 29.53% Add +1.3% 6,482 $3.2M
BLB&B Advisors, LLC 0.18% Reduce -1.0% 6,444 $3.2M
Advisory Research Inc. 0.61% Reduce -3.2% 6,443 $3.2M
Asset Dedication, LLC 0.22% Reduce -7.5% 6,436 $3.2M
Ashton Thomas Private Wealth, LLC 0.18% Add +137.2% 6,431 $3.2M
Ellis Investment Partners, LLC 0.68% Add +10.4% 6,431 $3.2M
M3 Advisory Group, LLC 2.64% Reduce -4.0% 6,422 $3.2M
PGIM Custom Harvest LLC 0.07% Add +20.3% 6,419 $3.2M
LRI Investments, LLC 0.36% Add +2.8% 6,406 $3.2M
Allen Mooney & Barnes Investment Advisors LLC 0.57% Reduce -0.8% 6,372 $3.2M
Clarkston Capital Partners, LLC 0.06% Add +0.9% 6,366 $3.2M
Carmichael Hill & Associates, Inc. 1.29% Add +8.4% 6,351 $3.2M
New York Life Investment Management LLC 0.03% Reduce -47.7% 6,339 $3.2M
Full Sail Capital, LLC 0.21% Reduce -23.1% 6,314 $3.2M
Cornerstone Wealth Management, LLC 0.24% Add +39.1% 6,303 $3.2M
Sanctuary Wealth Management, L.L.C. 2.38% Add +51.0% 6,275 $3.1M
Viewpoint Investment Partners Corp. 2.75% No change 6,272 $3.1M
Quadrant Capital Group LLC 0.23% Add +2.0% 6,248 $3.1M
Mayflower Financial Advisors, LLC 0.51% Reduce -11.4% 6,246 $3.1M
Cooper/Haims Advisors, LLC 1.75% No change 6,227 $3.1M
Avondale Wealth Management 2.12% Reduce -1.4% 6,191 $3.1M
Ewa, LLC 1.28% Reduce -3.1% 6,078 $3.1M
Rebalance, LLC 0.25% Reduce -0.3% 6,171 $3.1M
1776 Wealth LLC 1.39% Reduce -0.1% 6,170 $3.1M
Bill Few Associates, Inc. 1.18% Add +32.2% 6,162 $3.1M
Wealthstream Advisors, Inc. 1.13% No change 6,162 $3.1M
DGS Capital Management, LLC 0.86% Add +2.1% 6,157 $3.1M
Summit Global Investments 0.22% Reduce -0.6% 6,151 $3.1M
Bordeaux Wealth Advisors LLC 0.59% Add +7.1% 6,142 $3.1M
Stonehage Fleming Financial Services Holdings Ltd 0.08% New 6,131 $3.1M
First PREMIER Bank 0.82% Add +3.7% 6,116 $3.1M
Gratus Capital, LLC 0.12% Add +57.6% 6,093 $3.0M
Bank of Marin 2.63% Reduce -18.9% 6,092 $3.0M
Black Swift Group, LLC 0.70% Reduce -4.1% 6,086 $3.0M
Arvest Trust Co. N A 0.18% Reduce -5.1% 6,079 $3.0M
Foster Dykema Cabot & Partners, LLC 0.27% No change 6,056 $3.0M
Grant/GrossMendelsohn, LLC 1.39% Add +13.2% 6,058 $3.0M
Sageworth Trust Co of South Dakota 4.44% Add +151.3% 6,044 $3.0M
Platform Technology Partners 1.04% — 6,042 $3.0M
Fiduciary Family Office, LLC 1.19% Reduce -31.2% 6,032 $3.0M
Cora Capital Advisors LLC 1.55% Reduce -1.8% 6,018 $3.0M
PACK Private Wealth, LLC 1.84% Add +0.4% 5,932 $3.0M
PDS Planning, Inc 0.30% Add +9.6% 5,929 $3.0M
Howard Wealth Management, LLC 2.34% Add +5.9% 5,926 $3.0M
Capasso Planning Partners LLC 0.96% Reduce -14.2% 5,913 $3.0M
Clarity Capital Partners LLC 1.81% Add +10.7% 5,911 $3.0M
Davis R M Inc. 0.06% Add +45.4% 5,910 $3.0M
Gerber Kawasaki Wealth & Investment Management 0.15% Add +8.7% 5,907 $3.0M
Seamount Financial Group Inc. 2.39% Add +5.2% 5,869 $2.9M
Planning Alternatives Ltd. 0.47% Add +32.3% 5,864 $2.9M
MIdWestOne Financial Group, Inc. 0.53% Reduce -4.4% 5,837 $2.9M
Fiduciary Counselling Inc. 8.31% Add +23.2% 5,836 $2.9M
Hemington Wealth Management 0.98% Add +0.1% 5,836 $2.9M
NBT Bank, N.A. 0.21% Reduce -3.0% 5,828 $2.9M
True North Advisors, LLC 0.77% Reduce -3.6% 5,792 $2.9M
Ingalls & Snyder LLC 0.12% Reduce -5.0% 5,762 $2.9M
Financial Perspectives, Inc 1.06% No change 5,757 $2.9M
Walled Lake Planning & Wealth Management, LLC 1.18% Add +6.8% 5,757 $2.9M
Weil Company, Inc. 1.05% Add +69.1% 5,733 $2.9M
Cedar Wealth Management, LLC 0.93% Add +1.4% 5,721 $2.9M
Vestia Personal Wealth Advisors 3.05% — 5,714 $2.9M
Sfmg, LLC 0.25% Add +26.9% 5,706 $2.9M
Ironwood Investment Counsel, LLC 0.51% Reduce -1.1% 5,687 $2.8M
Syntrinsic LLC 0.94% Reduce -3.1% 5,679 $2.8M
Chilton Capital Management LLC 0.13% Add +5.8% 5,677 $2.8M
Saxony Capital Management, LLC 3.12% Add +29.6% 5,672 $2.8M
Barnes Pettey Financial Advisors, LLC 2.44% Reduce -3.0% 5,664 $2.8M
Robinson Smith Wealth Advisors LLC 2.49% Add +2.2% 5,664 $2.8M
JT Stratford LLC 0.53% Add +12.8% 5,652 $2.8M
LPF Advisors LLC 2.61% Add +916.4% 5,651 $2.8M
Kornitzer Capital Management Inc. 0.05% No change 5,647 $2.8M
Leelyn Smith, LLC 0.55% Add +2.4% 5,645 $2.8M
JPL Wealth Management, LLC 1.38% Add +112.9% 5,618 $2.8M
First National Advisers, LLC 0.51% Reduce -41.0% 5,610 $2.8M
Consilio Wealth Advisors, LLC 1.26% Reduce -1.0% 5,608 $2.8M
Vise Technologies, Inc. 0.49% Add +273.1% 5,597 $2.8M
First American Trust, FSB 0.28% Reduce -36.2% 5,595 $2.8M
Independent Wealth Network Inc. 1.30% Add +4.0% 5,567 $2.8M
Richardson Financial Services Inc. 2.00% Add +2.1% 5,550 $2.8M
Global Strategic Investment Solutions, LLC 0.34% Reduce -27.1% 5,548 $2.8M
Faithward Advisors, LLC 0.50% Reduce -3.8% 5,531 $2.8M
Archer Investment Corp 0.81% Add +16.9% 5,527 $2.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.07% Add +19.4% 5,516 $2.7M
Tranquility Partners, LLC 1.06% Reduce -0.0% 5,491 $2.7M
Financial Advocates Investment Management 0.17% Reduce -14.4% 5,491 $2.7M
Diversify Wealth Management, LLC 0.34% — 5,737 $2.7M
CRA Financial Services, LLC 0.55% Add +33.1% 5,438 $2.7M
Kelman-Lazarov, Inc. 0.51% Add +1148.3% 5,430 $2.7M
Berkeley, Inc 1.68% Reduce -3.1% 5,407 $2.7M
Arcadia Wealth Management, LLC 1.54% Reduce -5.3% 5,402 $2.7M
DBK Financial Counsel, LLC 2.93% Reduce -1.3% 5,380 $2.7M
Valued Retirements, Inc. 4.05% Add +11.2% 5,340 $2.7M
First National Corp. /Ma/ 0.63% Reduce -45.1% 5,327 $2.7M
KFA Private Wealth Group, LLC 1.38% Reduce -48.8% 5,321 $2.7M
Bakala Capital LLC 19.18% Add +15.8% 5,319 $2.7M
Forthright Family Wealth Advisory LLC 1.71% Reduce -1.8% 5,316 $2.7M
Tradition Wealth Management, LLC 0.26% Add +12.4% 5,300 $2.7M
Compass Advisory Group LLC 1.17% Reduce -8.8% 5,249 $2.6M
Hanover Advisors Inc. 1.17% Add +4.3% 5,258 $2.6M
Zacks Investment Management 0.03% Add +2.2% 5,251 $2.6M
Tortoise Investment Management, LLC 0.30% Add +0.1% 5,243 $2.6M
Waddell & Associates, LLC 0.34% Reduce -0.6% 5,241 $2.6M
Occidental Asset Management, LLC 0.46% Reduce -12.3% 5,240 $2.6M
LongView Wealth Management 0.96% Add +13.6% 5,210 $2.6M
Optimist Retirement Group LLC 1.36% Reduce -2.4% 5,174 $2.6M
Violich Capital Management, Inc. 0.35% Add +10.8% 5,170 $2.6M
Long Island Wealth Management, Inc. 1.82% No change 5,158 $2.6M
Financial Council, LLC 1.44% No change 5,152 $2.6M
Mechanics Bank Trust Department 0.37% No change 5,144 $2.6M
Tower Research Capital LLC (TRC) 0.04% Reduce -32.1% 5,137 $2.6M
DB Fitzpatrick & Co, Inc 2.38% Add +1.1% 5,131 $2.6M
Mosaic Family Wealth Partners, LLC 0.41% New 5,124 $2.6M
Paragon Private Wealth Management, LLC 1.44% Reduce -8.3% 5,107 $2.6M
Principle Wealth Partners LLC 0.19% Reduce -1.0% 5,096 $2.5M
180 Wealth Advisors, LLC 0.42% Add +33.1% 4,976 $2.5M
Pine Ridge Advisers LLC 0.27% New 5,075 $2.5M
Accredited Investors Inc. 0.16% Reduce -2.7% 5,042 $2.5M
Gallacher Capital Management LLC 1.32% Reduce -1.4% 5,025 $2.5M
Aspire Wealth Management Corp 1.43% Add +1.4% 5,009 $2.5M
Monograph Wealth Advisors, LLC 0.37% No change 4,984 $2.5M
TCI Wealth Advisors, Inc. 0.24% Reduce -17.2% 4,996 $2.5M
Strategic Financial Concepts, LLC 1.45% Add +32889.4% 7,252,393 $2.5M
Hubbell Strickland Wealth Management, LLC 1.25% Add +0.3% 4,980 $2.5M
Jaffetilchin Investment Partners, LLC 0.21% Add +0.6% 4,970 $2.5M
Raymond James Trust Co. of NH 23.07% Reduce -3.9% 4,956 $2.5M
Texas Yale Capital Corp. 0.12% Add +0.3% 4,950 $2.5M
Arrien Investments, Inc. 1.93% Reduce -4.9% 4,947 $2.5M
XR Securities LLC 4.16% Add +7.2% 4,926 $2.5M
Stockman Wealth Management, Inc. 0.43% Add +2.2% 4,913 $2.5M
Terra Nova Asset Management LLC 1.93% Add +7.4% 4,900 $2.5M
Armbruster Capital Management, Inc. 0.51% New 4,895 $2.4M
MassMutual Private Wealth & Trust, FSB 0.07% Add +6.9% 4,891 $2.4M
Thompson Davis & Co., Inc. 2.12% Add +5.2% 4,880 $2.4M
Values Added Financial LLC 1.76% Add +0.2% 4,876 $2.4M
Accel Wealth Management 0.98% Reduce -1.5% 4,869 $2.4M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -6.5% 4,831 $2.4M
Ascent Wealth Partners, LLC 0.35% Add +27.5% 4,830 $2.4M
GHP Investment Advisors, Inc. 0.12% Add +9.2% 4,824 $2.4M
Penobscot Wealth Management 1.43% Reduce -1.7% 4,719 $2.4M
Taylor Hoffman Wealth Management 0.98% Add +7.5% 4,786 $2.4M
Edge Financial Advisors LLC 2.48% Add +62.9% 4,785 $2.4M
Patriot Investment Management Group, Inc. 0.19% Add +5.7% 4,782 $2.4M
Horan Capital Advisors, LLC. 0.84% Add +3.8% 4,768 $2.4M
Verus Financial Partners, Inc. 0.28% No change 4,760 $2.4M
Olde Wealth Management, LLC 0.90% Reduce -0.1% 4,724 $2.4M
Ritholtz Wealth Management 0.08% Add +7.9% 4,738 $2.4M
Corundum Group, Inc. 0.93% Add +96.1% 4,735 $2.4M
Cherry Creek Investment Advisors, Inc. 1.23% Reduce -3.5% 4,732 $2.4M
Naviter Wealth, LLC 0.35% Add +7.5% 4,696 $2.4M
Mascoma Wealth Management LLC 0.63% No change 4,712 $2.4M
Planning Capital Management Corp 1.66% Add +0.6% 4,712 $2.4M
JARISLOWSKY, FRASER Ltd 0.01% New 4,710 $2.4M
Harbour Investment Management LLC 1.09% No change 4,692 $2.4M
Performance Wealth Partners, LLC 0.09% Reduce -3.9% 4,696 $2.3M
Myecfo, LLC 1.35% Add +1.9% 4,692 $2.3M
Provenance Wealth Advisors, LLC 0.33% Add +8.7% 4,673 $2.3M
Slagle Financial, LLC 1.20% Reduce -3.8% 4,667 $2.3M
PCA Investment Advisory Services Inc. 1.21% Add +3.0% 4,632 $2.3M
Hassell Wealth Management, LLC 1.04% Reduce -1.3% 4,650 $2.3M
Black Diamond Financial, LLC 0.45% Add +0.2% 4,626 $2.3M
Seeds Investor LLC 1.18% Add +95.2% 4,611 $2.3M
Nations Financial Group Inc, /Ia/ 0.19% Reduce -61.4% 4,574 $2.3M
Capital Investment Counsel, LLC 0.45% Add +5.8% 4,560 $2.3M
Apeiron RIA LLC 0.70% Add +11.0% 4,544 $2.3M
Staley Capital Advisers Inc. 0.10% No change 4,518 $2.3M
Cidel Asset Management Inc. 0.17% No change 4,506 $2.3M
Roble, Belko & Company, Inc 0.38% Add +1.4% 4,480 $2.2M
LifeGuide Financial Advisors, LLC 1.09% Add +9.1% 4,476 $2.2M
S.A. Mason LLC 1.27% Add +9.5% 4,475 $2.2M
WMG Financial Advisors, LLC 1.18% Add +2.3% 4,475 $2.2M
Winthrop Advisory Group LLC 0.30% Reduce -7.8% 4,466 $2.2M
SkyOak Wealth, LLC 0.52% Add +3.1% 4,450 $2.2M
Asset Advisors Investment Management, LLC 0.24% Reduce -4.3% 4,446 $2.2M
Prostatis Group LLC 0.78% Reduce -34.1% 4,441 $2.2M
Cove Private Wealth, LLC 1.82% No change 4,432 $2.2M
Private Client Services, LLC 1.39% Add +3.1% 4,429 $2.2M
Canandaigua National Bank & Trust Co. 0.24% New 4,417 $2.2M
Precedent Wealth Partners, LLC 0.89% Add +32.1% 4,416 $2.2M
Kitching Partners, LLC 4.00% No change 4,401 $2.2M
Capital Advisors Inc. 0.05% Add +20.2% 4,388 $2.2M
Aries Wealth Management 0.69% Add +3.0% 4,361 $2.2M
Hardin Capital Partners, LLC 1.42% — 4,345 $2.2M
Pine Haven Investment Counsel, Inc 1.86% Add +0.7% 4,333 $2.2M
Cardinal Point Capital Management ULC 0.38% Add +11.1% 4,302 $2.2M
Woodmont Investment Counsel LLC 0.18% Reduce -1.8% 4,316 $2.2M
9258 Wealth Management, LLC 0.33% Reduce -0.5% 4,310 $2.2M
Linscomb Wealth, Inc. 0.11% Add +49.2% 4,300 $2.2M
Harfst & Associates, Inc. 0.50% Reduce -0.7% 4,299 $2.2M
Perennial Investment Advisors, LLC 0.31% Add +0.5% 4,297 $2.1M
Sandy Spring Bank 0.09% Add +44.5% 4,289 $2.1M
Sound Income Strategies, LLC 0.15% Add +2.5% 4,270 $2.1M
Retirement Income Solutions, Inc. 0.52% Reduce -5.2% 4,264 $2.1M
VitalStone Financial, LLC 1.55% Add +43.9% 4,264 $2.1M
United Advisor Group, LLC 0.66% Add +94.3% 4,254 $2.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +155.5% 4,091 $2.1M
Martel Wealth Advisors LLC 0.46% Reduce -7.6% 4,241 $2.1M
Culbertson A N & Co. Inc. 0.37% Add +1.9% 4,235 $2.1M
Schrum Private Wealth Management LLC 1.91% Add +32.8% 4,231 $2.1M
Clark Asset Management, LLC 0.59% Add +86.5% 4,225 $2.1M
Weaver Consulting Group 0.73% Reduce -5.7% 4,207 $2.1M
Ellevest, Inc. 0.13% Add +17.9% 4,206 $2.1M
Second Line Capital, LLC 0.64% Reduce -0.6% 4,189 $2.1M
Investment Advisory Group, LLC 0.81% Add +1.0% 4,202 $2.1M
Bell Investment Advisors, Inc 0.41% Reduce -19.8% 4,179 $2.1M
Veery Capital, LLC 0.85% Add +0.7% 4,172 $2.1M
E&G Advisors, LLC 0.61% No change 4,171 $2.1M
McKinley Carter Wealth Services, Inc. 0.13% Add +3.2% 4,167 $2.1M
Revolve Wealth Partners, LLC 0.34% Reduce -2.2% 4,158 $2.1M
Burt Wealth Advisors 0.55% No change 4,157 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -2.9% 4,121 $2.1M
Members Wealth LLC 1.37% — 3,592 $2.0M
Montecito Bank & Trust 0.42% Reduce -11.2% 4,091 $2.0M
WMS Partners, LLC 0.13% Reduce -3.1% 4,081 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.27% Reduce -1.6% 4,076 $2.0M
HTG Investment Advisors, Inc. 1.10% No change 4,072 $2.0M
Capital Investment Advisory Services, LLC 0.21% Add +9.1% 4,063 $2.0M
Capital Management Associates 2.41% Reduce -3.2% 4,062 $2.0M
WBH Advisory Inc. 0.20% Reduce -2.2% 4,050 $2.0M
Teamwork Financial Advisors, LLC 0.30% Reduce -3.2% 4,045 $2.0M
First Interstate Bank 0.13% Add +1.9% 4,021 $2.0M
Von Berge Wealth Management Group, LLC 1.28% Add +1.0% 4,012 $2.0M
Peoples Bank 1.57% Reduce -0.6% 4,018 $2.0M
GW Henssler & Associates Ltd. 0.12% No change 4,004 $2.0M
Narus Financial Partners, LLC 0.80% Add +7.8% 3,991 $2.0M
Zullo Investment Group, Inc. 0.88% Reduce -4.8% 3,990 $2.0M
Channel Wealth LLC 0.72% Add +5.0% 3,988 $2.0M
Thrive Capital Management, LLC 0.91% Reduce -95.3% 3,979 $2.0M
Drive Wealth Management, LLC 0.53% Reduce -0.6% 3,950 $2.0M
Everhart Financial Group, Inc. 0.51% Reduce -6.4% 3,947 $2.0M
Passive Capital Management, LLC. 0.73% Add +29.9% 3,944 $2.0M
Index Fund Advisors, Inc. 0.11% Add +0.2% 3,927 $2.0M
WealthCollab, LLC 1.41% No change 3,915 $2.0M
Cherry Tree Wealth Management, LLC 0.49% Reduce -0.1% 3,910 $2.0M
Tennessee Valley Asset Management Partners 0.37% Add +192.3% 3,905 $2.0M
Oxbow Advisors, LLC 0.24% No change 3,904 $2.0M
Sonora Investment Management Group, LLC 0.15% No change 4,061 $2.0M
Core Wealth Partners LLC 1.33% Add +16.4% 3,902 $2.0M
Legacy Wealth Management, LLC / MS 0.82% No change 3,900 $2.0M
Portland Global Advisors LLC 0.26% Add +2.6% 3,880 $1.9M
TAP Consulting, LLC 0.41% Reduce -8.9% 3,872 $1.9M
WealthShield Partners, LLC 0.29% Reduce -0.5% 3,850 $1.9M
Segment Wealth Management, LLC 0.14% No change 3,855 $1.9M
Buffington Mohr McNeal 0.34% Add +0.4% 3,852 $1.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +46.0% 3,852 $1.9M
Cutler Capital Management, LLC 0.93% Add +31.0% 3,836 $1.9M
Advus Financial Partners, LLC 0.58% Add +4.0% 3,809 $1.9M
Realta Investment Advisors 0.37% Add +4.7% 3,780 $1.9M
Private Wealth Group, LLC 0.99% No change 3,758 $1.9M
JB Capital LLC 0.12% Add +17.3% 3,752 $1.9M
Callan Capital, LLC 0.15% Add +1.8% 3,734 $1.9M
Strategic Family Wealth Counselors, L.L.C. 0.71% Add +43.6% 3,731 $1.9M
WESCAP Management Group, Inc. 0.53% Add +1.6% 3,713 $1.9M
MSH Capital Advisors LLC 0.62% Add +31.9% 3,710 $1.9M
Grandfield & Dodd, LLC 0.12% Add +0.2% 3,681 $1.8M
Great Oak Capital Partners, LLC 0.69% Reduce -0.2% 3,752 $1.8M
LVW Advisors, LLC 0.27% Add +1.8% 3,664 $1.8M
Northeast Financial Group, Inc. 0.78% Reduce -5.1% 3,658 $1.8M
Perkins Coie Trust Co 0.42% No change 3,643 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +63.3% 3,637 $1.8M
Raab & Moskowitz Asset Management LLC 0.49% Reduce -1.3% 3,633 $1.8M
Country Club Bank 0.13% Add +0.1% 3,580 $1.8M
Twin Peaks Wealth Advisors, LLC 0.90% Add +211.3% 3,605 $1.8M
Meridian Wealth Partners, LLC 0.32% Reduce -4.2% 3,601 $1.8M
Trivium Point Advisory, LLC 0.27% Add +639.1% 3,592 $1.8M
Clearview Wealth Advisors LLC 1.56% Reduce -0.1% 3,583 $1.8M
River Wealth Advisors LLC 0.26% Add +0.1% 3,569 $1.8M
TCP Asset Management, LLC 0.45% Reduce -2.9% 3,564 $1.8M
Bison Wealth, LLC 0.29% No change 3,707 $1.8M
Wealth Architects, LLC 0.22% Add +130.0% 3,553 $1.8M
Roberts Glore & Co. Inc. 0.53% Add +14.4% 3,544 $1.8M
Sandbox Financial Partners, LLC 0.68% Add +8.8% 3,541 $1.8M
Mirabella Financial Services LLP 0.15% No change 3,500 $1.8M
Fortis Capital Management LLC 0.37% Add +4.7% 3,510 $1.8M
Horizon Family Wealth, Inc. 1.34% Reduce -2.1% 3,509 $1.8M
Laurel Wealth Advisors LLC 0.31% No change 3,499 $1.7M
Stonebridge Financial Planning Group, LLC 0.88% Reduce -4.2% 3,484 $1.7M
Rehmann Capital Advisory Group 0.12% Add +0.5% 3,478 $1.7M
Onyx Bridge Wealth Group LLC 0.29% Reduce -0.1% 3,474 $1.7M
Enzi Wealth 0.76% Add +7.0% 3,384 $1.7M
Indiana Trust & Investment Management Co 0.63% Reduce -2.7% 3,449 $1.7M
Janiczek Wealth Management, LLC 0.36% Reduce -6.2% 3,443 $1.7M
Horizon Kinetics Asset Management LLC 0.03% Reduce -3.5% 3,441 $1.7M
Rothschild Wealth LLC 0.56% No change 3,439 $1.7M
Copperleaf Capital, LLC 1.37% Reduce -13.7% 3,436 $1.7M
Compass Ion Advisors, LLC 0.25% No change 3,571 $1.7M
Nilsine Partners, LLC 0.23% Reduce -0.8% 3,431 $1.7M
New Republic Capital, LLC 0.86% No change 3,418 $1.7M
Calydon Capital 0.31% No change 3,422 $1.7M
Atlantic Edge Private Wealth Management, LLC 0.57% Add +12.3% 3,414 $1.7M
Napatree Capital LLC 1.37% Add +0.9% 3,383 $1.7M
Diversified, LLC 0.20% Add +5.9% 3,372 $1.7M
Hanson & Doremus Investment Management 0.28% Add +2.3% 3,371 $1.7M
KKM Financial LLC 0.80% No change 3,367 $1.7M
Householder Group Estate & Retirement Specialist, LLC 0.47% Add +15.5% 3,362 $1.7M
Annis Gardner Whiting Capital Advisors, LLC 0.48% Add +0.4% 3,340 $1.7M
Aspen Wealth Management LLC 0.58% Add +167.9% 3,343 $1.7M
ICA Group Wealth Management, LLC 1.00% Reduce -59.7% 3,339 $1.7M
Capital Asset Advisory Services LLC 0.09% Add +1.7% 3,266 $1.7M
Professional Advisory Services Inc. 0.21% Reduce -1.7% 3,336 $1.7M
Busey Bank 0.06% Add +1.1% 3,330 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.40% Reduce -8.0% 3,329 $1.7M
Willis Johnson & Associates, Inc. 0.14% Add +20.8% 3,319 $1.7M
Baker Boyer National Bank 0.58% Add +0.8% 3,305 $1.7M
PVG Asset Management Corp. 6.55% — 3,305 $1.7M
Johnson Financial Group, Inc. 0.08% Add +0.1% 3,290 $1.7M
Wealth Effects LLC 0.60% Add +0.6% 3,297 $1.6M
HFG Advisors, Inc. 1.54% Reduce -8.7% 3,295 $1.6M
Maripau Wealth Management LLC 1.12% Add +19.4% 3,272 $1.6M
Peterson Wealth Services 0.57% Reduce -13.8% 3,274 $1.6M
Courier Capital LLC 0.13% Reduce -88.3% 3,254 $1.6M
BIP Wealth, LLC 0.13% Reduce -2.4% 3,249 $1.6M
CFS Investment Advisory Services, LLC 0.13% New 3,249 $1.6M
Frank, Rimerman Advisors LLC 0.12% Add +0.1% 3,248 $1.6M
WP Advisors, LLC 0.52% Add +1.6% 3,243 $1.6M
Cibc World Markets Corp. 0.01% Reduce -2.4% 3,233 $1.6M
Northwest Wealth Management, LLC 0.42% Reduce -7.3% 3,218 $1.6M
Retirement Financial Solutions, LLC 0.76% Reduce -0.2% 3,211 $1.6M
Annex Advisory Services, LLC 0.06% Add +0.8% 3,206 $1.6M
Investment Advisory Services Inc. /TX 0.59% Add +8.8% 3,205 $1.6M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -0.4% 3,204 $1.6M
Jessup Wealth Management, Inc 0.68% Reduce -2.6% 3,196 $1.6M
Fortress Wealth Management, Inc. 0.81% No change 3,174 $1.6M
Orgel Wealth Management, LLC 0.04% Add +4.5% 3,172 $1.6M
AA Financial Advisors, LLC 0.56% Add +9.4% 3,163 $1.6M
First County Bank 0.81% Reduce -5.7% 3,159 $1.6M
HMS Capital Management, LLC 0.82% No change 3,154 $1.6M
Optivise Advisory Services LLC 0.85% — 3,150 $1.6M
Beacon Financial Advisory LLC 0.59% Add +10.4% 3,147 $1.6M
Washburn Capital Management, Inc. 1.12% Add +92.4% 3,147 $1.6M
DT Investment Partners, LLC 0.14% Add +0.7% 3,128 $1.6M
Weinberger Asset Management, Inc 0.74% No change 3,126 $1.6M
Horan Securities, Inc. 0.68% Reduce -2.8% 3,123 $1.6M
Trustmark Bank Trust Department 0.13% Add +20.2% 3,121 $1.6M
Novare Capital Management LLC 0.14% Reduce -1.3% 3,115 $1.6M
Kavar Capital Partners Group, LLC 0.28% Add +10.9% 3,106 $1.6M
Riverview Trust Co 1.48% Reduce -0.8% 3,105 $1.6M
Sunesis Advisors, LLC 0.92% No change 3,104 $1.6M
Guyasuta Investment Advisors Inc. 0.11% No change 3,549 $1.6M
HHM Wealth Advisors, LLC 0.23% Add +11.3% 3,096 $1.5M
Tocqueville Asset Management L.P. 0.03% Reduce -0.3% 3,088 $1.5M
17 Capital Partners, LLC 1.10% Add +3.5% 3,079 $1.5M
Heritage Financial Services, LLC 0.22% Add +16.7% 3,066 $1.5M
Physician Wealth Advisors, Inc. 0.28% Add +7.4% 2,946 $1.5M
Total Clarity Wealth Management, Inc. 0.53% Add +5.8% 3,048 $1.5M
Bensler, LLC 0.20% Reduce -61.6% 3,042 $1.5M
Avantax Planning Partners, Inc. 0.05% Reduce -16.6% 3,036 $1.5M
Private Ocean, LLC 0.13% Add +2.8% 3,026 $1.5M
Spinnaker Trust 0.10% Add +0.8% 3,023 $1.5M
Wealth Management Resources, Inc. 0.65% Add +49.7% 3,203 $1.5M
Paladin Advisory Group, LLC 1.18% Reduce -2.6% 3,009 $1.5M
Chesley Taft & Associates LLC 0.08% Add +7.3% 3,007 $1.5M
Hancock Whitney Corp. 0.05% Add +38.2% 3,005 $1.5M
Key Client Fiduciary Advisors, LLC 0.76% Add +31.1% 3,004 $1.5M
Darrow Company, Inc. 0.98% No change 3,003 $1.5M
NDVR, Inc. 1.56% Reduce -2.8% 2,995 $1.5M
Foguth Wealth Management, LLC. 0.66% Add +42.0% 2,991 $1.5M
Stonekeep Investments, LLC 1.21% — 2,991 $1.5M
Destination Wealth Management 0.05% Reduce -6.3% 2,987 $1.5M
Hengehold Capital Management LLC 0.15% Add +86.4% 2,977 $1.5M
Wealth Advisors of Iowa, LLC 0.83% New 5,191 $1.5M
Bedel Financial Consulting, Inc. 0.22% Add +3.2% 2,940 $1.5M
Baker Avenue Asset Management, LP 0.05% Reduce -4.9% 2,939 $1.5M
Grey Ledge Advisors, LLC 0.40% Add +6.0% 2,930 $1.5M
Van Cleef Asset Management,Inc 0.18% No change 2,929 $1.5M
Bray Capital Advisors 0.37% Add +0.0% 2,927 $1.5M
Welch & Forbes LLC 0.02% Reduce -35.1% 2,860 $1.5M
TCV Trust & Wealth Management, Inc. 0.14% No change 2,918 $1.5M
Hamilton Point Investment Advisors, LLC 0.28% No change 2,903 $1.5M
Cascade Financial Partners, LLC 0.19% Reduce -38.4% 2,908 $1.5M
Destiny Wealth Partners, LLC 0.26% New 2,908 $1.5M
Parcion Private Wealth LLC 0.13% Reduce -18.5% 2,907 $1.5M
Aviance Capital Partners, LLC 0.21% Add +35.5% 2,885 $1.4M
Valley Forge Investment Consultants Inc. Adv 0.54% No change 2,876 $1.4M
Marks Group Wealth Management, Inc 0.15% Add +4.6% 2,866 $1.4M
FSM Wealth Advisors, LLC 0.48% Reduce -1.2% 2,863 $1.4M
Wealthquest Corp 0.15% Reduce -12.7% 2,855 $1.4M
Vigilare Wealth Management 0.63% Add +208.0% 2,852 $1.4M
Paulson Wealth Management Inc. 0.41% Reduce -0.1% 2,833 $1.4M
Beirne Wealth Consulting Services, LLC 0.57% No change 2,821 $1.4M
MV Capital Management, Inc. 0.16% No change 2,825 $1.4M
Libra Wealth LLC 0.61% No change 2,824 $1.4M
GEM Asset Management, LLC 0.88% Add +0.9% 2,822 $1.4M
Kooman & Associates 0.57% Reduce -0.8% 2,815 $1.4M
Rappaport Reiches Capital Management, LLC 0.41% Reduce -1.3% 2,815 $1.4M
FinDec Wealth Services, Inc. 0.89% Reduce -6.0% 2,812 $1.4M
Premier Path Wealth Partners, LLC 0.24% New 2,808 $1.4M
JFS Wealth Advisors, LLC 0.11% Add +16.6% 2,796 $1.4M
Zevin Asset Management LLC 0.23% No change 2,789 $1.4M
Cape Cod Five Cents Savings Bank 0.14% Reduce -3.2% 2,788 $1.4M
Confluence Wealth Services, Inc. 0.11% Add +1.2% 2,771 $1.4M
Curran Financial Partners, LLC 0.46% Reduce -8.7% 2,770 $1.4M
Sightline Wealth Advisors, LLC 0.86% Add +0.4% 2,767 $1.4M
Princeton Capital Management LLC 0.45% Reduce -3.1% 2,756 $1.4M
BetterWealth, LLC 0.44% No change 2,750 $1.4M
Chemistry Wealth Management LLC 0.35% Add +20.1% 2,747 $1.4M
Intrua Financial, LLC 0.22% Add +3.0% 2,745 $1.4M
IMPACTfolio, LLC 0.76% No change 2,719 $1.4M
Zions Bancorporation, N.A. 0.11% Reduce -0.3% 2,718 $1.4M
Beck Mack & Oliver LLC 0.03% No change 2,705 $1.4M
Cooper Financial Group 0.20% Add +40.1% 2,698 $1.3M
HM Payson & Co. 0.02% Reduce -7.4% 2,681 $1.3M
Atlantic Union Bankshares Corp 0.08% Add +328.4% 2,673 $1.3M
Apriem Advisors 0.16% Add +2.1% 2,673 $1.3M
Founders Financial Alliance, LLC 0.40% Add +1.9% 2,667 $1.3M
Vanguard Personalized Indexing Management, LLC 0.03% Add +18.6% 3,100 $1.3M
1ST Source Bank 0.08% Reduce -1.0% 2,655 $1.3M
Rockingstone Advisors LLC 0.68% Reduce -5.1% 2,653 $1.3M
MontVue Capital Management, Inc. 1.05% New 2,651 $1.3M
Valley Financial Group, Inc. 0.97% Add +1.5% 2,644 $1.3M
Marietta Investment Partners LLC 0.29% No change 2,638 $1.3M
PBMares Wealth Management LLC 0.32% Reduce -0.6% 2,637 $1.3M
Trust Co. of Toledo NA 0.19% Add +3.4% 2,630 $1.3M
FinTrust Capital Advisors, LLC 0.24% Add +5.5% 2,626 $1.3M
Bragg Financial Advisors, Inc 0.06% Reduce -0.9% 2,620 $1.3M
TKG Advisors, LLC 0.71% Add +0.5% 2,618 $1.3M
BHK Investment Advisors, LLC 0.51% No change 2,617 $1.3M
Investors Asset Management of Georgia Inc. /Ga/ 0.64% Add +0.9% 2,608 $1.3M
Nottingham Advisors, Inc. 0.15% No change 2,601 $1.3M
AIFG Consultants Ltd. 0.97% Add +19.4% 2,598 $1.3M
EagleClaw Capital Managment, LLC 0.23% No change 2,592 $1.3M
Mogy Joel R Investment Counsel Inc. 0.08% Add +181.5% 2,590 $1.3M
Strategic Financial Partners, Ltd. 0.71% Add +2.2% 2,590 $1.3M
Clearstead Trust, LLC 0.32% Add +2.0% 2,588 $1.3M
Meridian Management Co. 0.36% Add +4.1% 2,585 $1.3M
Valtinson Bruner Financial Planning LLC 0.51% Add +1.1% 2,583 $1.3M
Moloney Securities Asset Management, LLC 0.19% Reduce -77.2% 2,574 $1.3M
Invst, LLC 0.14% Reduce -3.7% 2,560 $1.3M
MBL Wealth, LLC 0.14% Reduce -1.8% 2,558 $1.3M
LJI Wealth Management, LLC 0.28% Reduce -4.5% 2,550 $1.3M
Miller Investment Management, LP 0.15% No change 2,529 $1.3M
Insight Wealth Strategies, LLC 0.18% Add +7.3% 2,529 $1.3M
Smith Thornton Advisors LLC 0.93% — 2,518 $1.3M
Tolleson Wealth Management, Inc. 0.25% Reduce -7.4% 2,507 $1.3M
Bayesian Capital Management, LP 0.14% New 2,515 $1.3M
BlackDiamond Wealth Management, LLC 0.82% Reduce -0.8% 2,568 $1.3M
Community Bank of Raymore 0.97% Add +1.1% 2,501 $1.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -36.1% 2,499 $1.2M
Calton & Associates, Inc. 0.63% Add +4.0% 2,498 $1.2M
Donaldson Capital Management, LLC 0.05% Add +76.1% 2,488 $1.2M
Enterprise Bank & Trust Co 0.42% Reduce -0.8% 2,486 $1.2M
Taurus Asset Management, LLC 0.13% Reduce -15.3% 2,485 $1.2M
Clear Point Advisors Inc. 1.02% Add +10.1% 2,482 $1.2M
Wick Capital Partners, LLC 0.43% New 2,474 $1.2M
MADDEN SECURITIES Corp 0.55% Add +1.4% 2,469 $1.2M
Sabal Trust CO 0.07% Reduce -9.9% 2,468 $1.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.32% Add +9.1% 2,467 $1.2M
Redhawk Wealth Advisors, Inc. 0.19% Add +1.4% 2,458 $1.2M
Birch Hill Investment Advisors LLC 0.06% Reduce -0.5% 2,452 $1.2M
Cherrydale Wealth Management, LLC 0.54% Add +3.4% 2,451 $1.2M
Evolution Advisers, Inc. 0.70% Reduce -2.9% 2,452 $1.2M
Arlington Trust Co LLC 0.29% No change 2,448 $1.2M
Garden State Investment Advisory Services LLC 0.42% Add +27.1% 2,440 $1.2M
Melone Private Wealth, LLC 0.72% No change 2,445 $1.2M
Fairhaven Wealth Management, LLC 0.41% Add +0.1% 2,444 $1.2M
Inscription Capital, LLC 0.20% Reduce -36.6% 2,442 $1.2M
Cahill Financial Advisors Inc. 0.17% Add +7.1% 2,438 $1.2M
BlueChip Wealth Advisors LLC 0.71% Add +0.4% 2,420 $1.2M
Fifth Third Wealth Advisors LLC 0.09% Add +118.9% 2,412 $1.2M
Rovin Capital /Ut/ 0.50% Reduce -0.8% 2,412 $1.2M
Benchmark Investment Advisors LLC 0.87% No change 2,409 $1.2M
Transform Wealth, LLC 0.09% Add +38.7% 2,399 $1.2M
Verity Asset Management, Inc. 0.47% Add +101.7% 2,404 $1.2M
Midwest Heritage Bank, FSB 0.61% No change 2,406 $1.2M
Adamsbrown Wealth Consultants LLC 0.47% Add +0.0% 2,405 $1.2M
Olistico Wealth, LLC 0.77% Add +27.0% 2,403 $1.2M
TFC Financial Management, Inc. 0.21% Reduce -4.9% 2,398 $1.2M
Private Wealth Partners, LLC 0.09% No change 2,393 $1.2M
Eagle Bay Advisors LLC 0.72% No change 2,375 $1.2M
Sensible Money, LLC 0.58% Reduce -26.9% 2,379 $1.2M
Soundwatch Capital LLC 6.52% Reduce -89.2% 2,369 $1.2M
Red Door Wealth Management, LLC 0.21% Reduce -4.8% 2,367 $1.2M
Titleist Asset Management, LLC 0.18% Add +7.5% 2,364 $1.2M
Select Asset Management & Trust 0.47% Add +3.3% 2,362 $1.2M
Harmony Asset Management LLC 0.49% Add +41.0% 2,357 $1.2M
Clarity Wealth Advisors, LLC 0.38% Add +4.3% 2,356 $1.2M
McGuire Investment Group, LLC 0.17% No change 2,343 $1.2M
Stokes Capital Advisors, LLC 0.32% No change 2,325 $1.2M
Cross Staff Investments Inc 0.97% No change 2,320 $1.2M
Levy Wealth Management Group, LLC 0.30% Add +8.1% 2,308 $1.2M
Geometric Wealth Advisors 0.24% No change 2,304 $1.2M
Tradewinds Capital Management, LLC 0.34% Add +25.6% 2,303 $1.2M
SFG Wealth Management, LLC. 0.65% Reduce -6.7% 2,297 $1.1M
Anfield Capital Management, LLC 0.56% Reduce -3.0% 2,292 $1.1M
Financial Consulate, Inc. 0.34% Add +11.2% 2,291 $1.1M
My Personal CFO, LLC 0.61% Add +4.1% 2,287 $1.1M
Granite FO LLC 0.73% Reduce -0.0% 2,286 $1.1M
Gradient Investments LLC 0.03% Add +16.0% 2,286 $1.1M
Community Bank, N.A. 0.15% Add +1.1% 2,286 $1.1M
Balboa Wealth Partners 0.30% Add +0.9% 2,284 $1.1M
Summit Place Financial Advisors, LLC 0.67% No change 2,274 $1.1M
SlateStone Wealth, LLC 0.12% No change 2,262 $1.1M
Heritage Investment Group, Inc. 0.15% Add +4.4% 2,257 $1.1M
Brand Asset Management Group, Inc. 0.48% Reduce -0.4% 2,254 $1.1M
Richardson Capital Management LLC 0.87% Add +4.9% 2,252 $1.1M
Swmg, LLC 0.50% Add +0.9% 2,242 $1.1M
Thomasville National Bank 0.09% Add +7.4% 2,241 $1.1M
Kathmere Capital Management, LLC 0.12% Reduce -3.0% 2,241 $1.1M
Diversified Portfolios, Inc. 0.15% Add +4.4% 2,237 $1.1M
New Millennium Group LLC 0.73% Reduce -2.5% 2,233 $1.1M
Citizens National Bank Trust Department 0.25% Add +5.7% 2,225 $1.1M
Alkeme Wealth, LLC 0.53% No change 2,223 $1.1M
CX Institutional 0.05% Reduce -2.5% 2,216 $1.1M
Meeder Advisory Services, Inc. 0.08% Add +30.3% 2,212 $1.1M
Smallwood Wealth Investment Management, LLC 0.85% No change 2,203 $1.1M
Elevated Capital Advisors, LLC 0.31% New 2,189 $1.1M
Smith Anglin Financial, LLC 0.11% Add +4.5% 2,187 $1.1M
American Money Management, LLC 0.23% Reduce -7.5% 2,185 $1.1M
Unique Wealth Strategies, LLC 0.51% No change 2,269 $1.1M
Rezny Wealth Management, Inc. 0.29% No change 2,176 $1.1M
Consolidated Portfolio Review Corp 0.25% Reduce -9.1% 2,175 $1.1M
DecisionPoint Financial, LLC 0.36% Add +0.3% 2,129 $1.1M
Bernardo Wealth Planning LLC 0.29% No change 2,152 $1.1M
Plotkin Financial Advisors, LLC 0.69% Add +1.9% 2,152 $1.1M
Morton Capital Management LLC 0.25% No change 2,144 $1.1M
Lavaca Capital LLC 0.58% New 2,142 $1.1M
Glen Eagle Advisors, LLC 0.20% Reduce -4.3% 2,139 $1.1M
Fairman Group, LLC 1.08% Add +13.4% 2,113 $1.1M
DRW Securities, LLC 0.06% Reduce -87.3% 2,112 $1.1M
Silicon Valley Capital Partners 0.15% No change 2,108 $1.1M
Constant Guidance Financial LLC 1.09% Reduce -4.9% 3,928 $1.1M
Meridian Wealth Advisors, LLC 0.19% Add +12.5% 2,104 $1.1M
Anderson Hoagland & Co. 0.11% Reduce -12.2% 2,059 $1.1M
Financial Insights, Inc. 0.29% Reduce -4.3% 2,097 $1.0M
B & T Capital Management DBA Alpha Capital Management 0.20% Reduce -3.3% 2,094 $1.0M
Absolute Capital Management, LLC 0.63% Add +313.9% 2,082 $1.0M
Sittner & Nelson, LLC 0.51% No change 2,082 $1.0M
Greystone Financial Group, LLC 0.20% Add +153.5% 2,081 $1.0M
Portside Wealth Group, LLC 0.20% Reduce -12.0% 2,079 $1.0M
Acas, LLC 0.90% Reduce -1.8% 2,054 $1.0M
Prospect Financial Services LLC 0.80% Reduce -0.2% 2,077 $1.0M
CPA Asset Management Group, LLC 0.56% No change 2,075 $1.0M
Chapin Davis, Inc. 0.35% Add +19.8% 2,069 $1.0M
Sather Financial Group Inc 0.07% No change 2,069 $1.0M
Toth Financial Advisory Corp. 0.13% Reduce -4.7% 2,068 $1.0M
Wimmer Associates 1, LLC 0.53% Add +7.9% 2,058 $1.0M
Capital Square, LLC 0.67% Add +249.1% 2,018 $1.0M
Planning Directions Inc. 0.70% Reduce -6.2% 2,056 $1.0M
Cannon Financial Strategists, Inc. 0.20% Reduce -1.8% 2,050 $1.0M
Austin Wealth Management, LLC 0.24% Add +0.1% 2,003 $1.0M
SMI Advisory Services, LLC 0.25% New 2,004 $1.0M
Glaxis Capital Management, LLC 1.78% No change 2,046 $1.0M
Beck Capital Management, LLC 0.28% Reduce -4.9% 2,038 $1.0M
Arkfeld Wealth Strategies, L.L.C. 0.52% Add +3.9% 1,996 $1.0M
Kaizen Financial Strategies 0.64% Add +5.9% 2,042 $1.0M
Cyndeo Wealth Partners, LLC 0.08% Add +3.2% 2,033 $1.0M
SPC Financial, Inc. 0.09% New 2,032 $1.0M
Edgemoor Investment Advisors, Inc. 0.10% No change 2,029 $1.0M
Schechter Investment Advisors, LLC 0.08% Reduce -0.1% 2,029 $1.0M
Innova Wealth Partners 0.72% Add +102.8% 2,026 $1.0M
V2 Financial group LLC 0.68% Add +2.6% 2,017 $1.0M
Kanawha Capital Management LLC 0.08% Add +1.1% 2,016 $1.0M
Wayfinding Financial, LLC 0.57% Reduce -1.5% 2,009 $1.0M
Coastwise Capital Group, LLC 0.97% Reduce -4.7% 2,015 $1.0M
Mustard Seed Financial, LLC 0.96% Add +6.5% 2,011 $1.0M
Asset Allocation Strategies LLC 0.34% Add +8.9% 2,010 $1.0M
Westwood Holdings Group Inc. 0.01% Add +73.1% 2,004 $1.0M
Walter & Keenan Wealth Management LLC /in/ 0.32% Reduce -3.9% 1,995 $998K
Scissortail Wealth Management, LLC 0.25% Reduce -3.5% 1,989 $995K
Capital Analysts, LLC 0.04% Add +223.3% 1,985 $993K
VERITY Wealth Advisors 0.74% No change 1,985 $993K
Formidable Asset Management, LLC 0.16% Add +17.4% 1,980 $990K
Plum Street Advisors, LLC 0.57% Reduce -0.1% 1,965 $983K
Orcam Financial Group 1.05% Add +5.3% 1,961 $981K
King Wealth Management Group 0.16% No change 1,960 $980K
Institute for Wealth Management, LLC. 0.13% Add +15.8% 1,953 $977K
Able Wealth Management LLC 0.80% Reduce -3.7% 1,942 $972K
Baron Wealth Management LLC 0.50% Reduce -28.6% 1,941 $971K
Family Manage LLC 0.17% No change 1,941 $971K
E Fund Management Co., Ltd. 0.05% Reduce -44.6% 1,940 $970K
E Fund Management (Hong Kong) Co., Ltd. 0.59% Reduce -44.6% 1,940 $970K
W Advisors, LLC 0.64% Reduce -16.1% 1,938 $969K
Graves Light Lenhart Wealth, Inc. 0.11% Reduce -0.1% 1,926 $966K
Avenir Corp. 0.09% No change 1,930 $965K
Saranac Partners Ltd 0.57% Reduce -1.6% 1,929 $965K
Gibson Capital, LLC 0.21% Add +1.7% 1,925 $963K
DHJJ Financial Advisors, Ltd. 0.41% Add +6.4% 1,923 $962K
CGN Advisors LLC 0.11% Reduce -11.3% 1,922 $961K
Power Wealth Management LLC 0.46% Reduce -1.5% 1,921 $961K
Morling Financial Advisors, LLC 0.42% No change 1,921 $961K
Atlas Capital Advisors Inc. 0.12% Add +11.7% 1,915 $958K
Quent Capital, LLC 0.11% Add +2.3% 1,914 $957K
HCR Wealth Advisors 0.14% Add +4.4% 1,913 $957K
Ritter Daniher Financial Advisory LLC / DE 0.30% Reduce -1.8% 1,907 $954K
Peoples Financial Services Corp. 0.43% Reduce -0.6% 1,906 $953K
Tyler-Stone Wealth Management 0.39% Reduce -8.9% 1,892 $946K
FLC Capital Advisors 0.23% Reduce -0.3% 1,891 $946K
Valley Wealth Managers, Inc. 0.08% Add +16.9% 1,891 $946K
Klingenstein Fields & Co. LP 0.04% No change 1,890 $945K
Gill Capital Partners, LLC 0.36% Reduce -18.8% 1,882 $941K
Members Trust Co 0.03% Add +3.7% 1,882 $941K
Mystic Asset Management, Inc. 0.38% Reduce -7.0% 1,878 $939K
Financial Futures Ltd Liability Co. 0.58% No change 1,872 $936K
Lam Group, Inc. 0.79% No change 1,870 $935K
Allred Capital Management, LLC 0.36% No change 1,867 $934K
Pioneer Wealth Management Group 0.49% Reduce -10.0% 1,853 $927K
Argonautica Private Wealth Management, Inc. 0.32% Reduce -3.6% 1,848 $924K
Aurora Private Wealth, Inc. 0.81% Reduce -0.7% 1,842 $921K
Duncker Streett & Co. Inc. 0.18% No change 1,841 $921K
Williams & Novak, LLC 0.86% Reduce -10.7% 1,838 $919K
First Community Trust NA 0.78% Reduce -5.7% 1,830 $915K
LexAurum Advisors, LLC 0.22% Add +1.8% 1,826 $913K
Overbrook Management Corp 0.23% Reduce -45.8% 1,823 $912K
KCM Investment Advisors LLC 0.03% Add +2.9% 1,821 $911K
Fort Pitt Capital Group, LLC 0.03% Reduce -11.4% 1,820 $910K
Madison Park Capital Advisors, LLC 0.76% Add +30.3% 1,820 $910K
Capstone Wealth Management Group, LLC 0.59% No change 1,811 $906K
Main Management LLC 0.07% Reduce -6.7% 1,807 $904K
Presilium Private Wealth, LLC 0.23% Add +30.4% 1,805 $903K
Rakuten Securities, Inc. 0.39% Reduce -36.6% 1,795 $898K
Arcadia Investment Advisors LLC 0.51% No change 1,790 $895K
Northwest Capital Management Inc 0.33% Reduce -22.0% 1,789 $895K
Cassaday & Co Wealth Management LLC 0.03% Reduce -5.3% 1,789 $895K
Herbst Group, LLC 0.54% Reduce -1.5% 1,782 $891K
Gateway Wealth Partners, LLC 0.27% Reduce -9.4% 1,781 $891K
Financial Connections Group, Inc. 0.46% New 1,779 $889K
Alpha Financial Partners LLC 0.77% Add +3.7% 1,777 $889K
Sequent Planning LLC 0.30% Reduce -7.7% 1,772 $888K
Madison Wealth Partners, Inc 0.30% Add +3.5% 1,775 $888K
FRG Family Wealth Advisors LLC 0.17% Add +12.2% 1,840 $883K
Acorn Wealth Advisors, LLC 0.44% Add +8.3% 1,765 $883K
Bluespring Wealth Management, LLC 0.09% No change 1,754 $880K
Cornell Pochily Investment Advisors, Inc. 0.33% No change 1,756 $878K
XML Financial, LLC 0.09% Add +6.5% 1,750 $875K
Barrett & Company, Inc. 0.40% No change 1,748 $874K
WealthPLAN Partners, LLC 0.09% Add +9.2% 1,744 $872K
Financial Freedom, LLC 0.49% Reduce -2.8% 1,740 $870K
IPG Investment Advisors LLC 0.19% Add +6.7% 1,733 $870K
Richard P Slaughter Associates Inc 0.20% Add +10.4% 1,731 $865K
Interactive Financial Advisors, Inc. 0.48% Reduce -3.0% 1,725 $863K
McRae Capital Management Inc. 0.20% No change 1,717 $859K
Apollon Financial, LLC 0.28% No change 1,711 $856K
Azimuth Capital Investment Management LLC 0.03% Add +43.9% 1,711 $856K
FreeGulliver LLC 0.59% Add +0.3% 1,710 $855K
Twin City Private Wealth, LLC 0.80% Reduce -8.3% 1,697 $852K
Broadview Financial Management, LLC 0.62% Add +6.2% 1,701 $851K
Wallace Capital Management Inc. 0.12% Reduce -9.8% 1,700 $850K
Farmers National Bank 0.26% Reduce -0.1% 1,694 $847K
Equita Financial Network, Inc. 0.35% Add +37.6% 1,693 $847K
Wade Financial Advisory, Inc 0.30% Reduce -0.1% 1,692 $846K
Eclectic Associates Inc. 0.38% Add +37.3% 1,686 $843K
Advance Capital Management, Inc. 0.04% Add +9.0% 1,686 $843K
Eagle Global Advisors LLC 0.04% No change 1,684 $842K
NTV Asset Management LLC 0.12% Add +40.2% 1,680 $840K
Latitude Advisors, LLC 0.51% Reduce -9.7% 1,678 $839K
Washington Capital Management, Inc. 0.71% Add +7.4% 1,675 $838K
Burns J W & Co. Inc. 0.11% Add +4.0% 1,671 $836K
Retirement Planning Co of New England, Inc. 0.45% Reduce -3.1% 1,670 $835K
Shaker Investments LLC 0.36% Reduce -1.4% 1,667 $834K
Dudley Capital Management, LLC 0.47% No change 1,666 $833K
First Financial Bank - Trust Division 0.08% New 1,666 $833K
Signet Financial Management, LLC 0.11% Reduce -3.6% 1,665 $833K
Empirical Finance, LLC 0.05% Add +0.2% 1,657 $829K
Creekside Partners 0.46% — 1,655 $828K
Cornerstone Planning Group LLC 0.24% Reduce -7.2% 1,734 $824K
Integrity Financial Corp 0.52% Add +111.3% 1,646 $823K
Boston Financial Mangement LLC 0.03% Reduce -3.7% 1,644 $822K
Alterna Wealth Management, Inc. 0.72% Reduce -46.7% 1,643 $822K
Capstone Financial Advisors, Inc. 0.05% Reduce -6.7% 1,639 $820K
Hudson Value Partners, LLC 0.35% Reduce -1.4% 1,637 $819K
Etesian Wealth Advisors, Inc. 0.46% Add +3.4% 1,636 $818K
Penn Davis McFarland Inc. 0.13% Reduce -7.1% 1,635 $818K
GFG Capital, LLC 0.22% Reduce -28.6% 1,632 $816K
Madrona Financial Services, LLC 0.25% Reduce -3.4% 1,627 $814K
WealthBridge Capital Management, LLC 0.27% Add +22.8% 1,626 $813K
Ameliora Wealth Management Ltd. 0.37% Add +6.6% 1,625 $813K
First Nebraska Trust Co 0.08% New 1,624 $812K
Lakewood Asset Management LLC 0.57% Reduce -4.1% 1,622 $811K
Strong Tower Advisory Services 0.27% Add +32.1% 1,622 $811K
Wilmington Savings Fund Society, FSB 0.03% Reduce -4.3% 1,621 $811K
Bourgeon Capital Management LLC 0.16% Add +9.1% 1,619 $810K
Wealth Dimensions Group, Ltd. 0.23% Add +8.3% 1,607 $804K
TLWM 0.18% Add +17.1% 1,603 $802K
Bar Harbor Wealth Management 0.05% Add +5.7% 1,602 $801K
Moss Adams Wealth Advisors LLC 0.11% Reduce -0.9% 1,592 $799K
Accurate Wealth Management, LLC 0.19% Add +50.9% 1,548 $799K
Nemes Rush Group LLC 0.11% Add +105.4% 1,594 $797K
City State Bank 0.32% Add +5.4% 1,591 $796K
Firestone Capital Management 0.22% Add +13.1% 1,590 $795K
Unique Wealth, LLC 0.21% No change 1,588 $794K
Addison Advisors LLC 0.26% Add +23.6% 1,586 $793K
Godsey & Gibb, Inc. 0.08% Add +51.0% 1,585 $793K
Forum Private Client Group LLC 0.38% Add +7.8% 1,585 $793K
Watchman Group, Inc. 0.25% Add +0.9% 1,583 $792K
Oakwell Private Wealth Management, LLC 0.22% No change 1,583 $792K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 1,575 $788K
Dupree Financial Group, LLC 0.38% Add +60.7% 1,572 $786K
Spectrum Planning & Advisory Services Inc. 0.76% — 1,559 $786K
Covington Investment Advisors Inc. 0.13% No change 1,565 $783K
Lakeridge Wealth Management LLC 0.47% Add +17.3% 1,565 $783K
Dimension Capital Management LLC 0.16% No change 1,565 $783K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.08% No change 1,559 $780K
HighMark Wealth Management LLC 0.47% No change 1,555 $778K
Boyce & Associates Wealth Consulting, Inc. 0.91% Add +0.3% 1,554 $777K
Woodley Farra Manion Portfolio Management Inc. 0.04% Reduce -0.8% 1,545 $775K
Trexquant Investment LP 0.01% Reduce -90.3% 1,547 $774K
Significant Wealth Partners LLC 0.43% Add +119.9% 1,535 $768K
First Wilshire Securities Management Inc. 0.23% No change 1,533 $767K
Synergy Financial Group, LTD 0.80% Add +14.2% 1,532 $766K
Pathway Financial Advisors LLC 0.21% No change 1,526 $763K
Buska Wealth Management, LLC 0.30% Add +50.7% 1,525 $763K
Walker Asset Management, LLC 0.51% Add +0.4% 1,519 $760K
Epic Trust Investment Advisors, LLC 0.83% Reduce -12.4% 1,510 $755K
Lane & Associates LLC 0.45% Add +2.6% 1,509 $755K
Rinkey Investments 0.27% Add +53.5% 1,509 $755K
Voya Investment Management LLC 0.00% No change 1,509 $755K
Benchmark Financial Wealth Advisors, LLC 0.28% Add +0.5% 1,507 $754K
Moneco Advisors, LLC 0.11% Reduce -29.3% 1,504 $752K
Revisor Wealth Management LLC 0.52% Reduce -20.8% 1,502 $751K
American Asset Management Inc. 0.89% New 1,500 $750K
Congress Asset Management Co. 0.01% No change 1,499 $750K
Arbor Wealth Advisors LLC 0.74% No change 1,496 $748K
Hall Capital Management Co. Inc. 0.36% No change 1,496 $748K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -6.6% 1,495 $748K
Great Lakes Advisors, LLC 0.01% Add +156.0% 1,490 $745K
Accretive Wealth Partners, LLC 0.31% No change 1,485 $743K
Triton Wealth Management, PLLC 0.43% Reduce -0.2% 1,459 $742K
Allen Capital Group, LLC 0.10% Add +18.5% 1,484 $742K
Chiron Capital Management, LLC 0.71% Add +15.6% 1,483 $742K
Financial Management Network Inc. 0.18% Reduce -2.2% 1,451 $740K
Pacific Center for Financial Services 0.21% Add +0.5% 1,475 $738K
Catalyst Private Wealth, LLC 0.39% Add +13.2% 1,474 $737K
Steigerwald, Gordon & Koch Inc. 0.09% Add +2.1% 1,473 $737K
Pavion Blue Capital, LLC 0.36% Add +0.1% 1,471 $736K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,468 $734K
Ironwood Financial, llc 0.16% Add +1.6% 1,467 $734K
Berkshire Asset Management LLC 0.04% Add +2.9% 1,463 $732K
Cumberland Partners Ltd 0.05% No change 1,463 $732K
Summit X, LLC 0.16% Add +1.7% 1,459 $730K
Collaborative Wealth Managment Inc. 0.36% Reduce -8.1% 1,458 $729K
Integrity Wealth Solutions LLC 0.47% Add +15.7% 1,448 $727K
Summit Asset Management, LLC 0.09% No change 1,453 $727K
Blueprint Investment Partners LLC 0.16% Add +67.1% 1,452 $726K
CBIZ Investment Advisory Services, LLC 0.04% Add +10.8% 1,442 $724K
Trivant Custom Portfolio Group, LLC 0.44% Add +0.7% 1,447 $724K
Wealth Alliance, LLC 0.09% Add +1.4% 1,440 $720K
Meridian Investment Counsel Inc. 0.23% Add +1.3% 1,438 $719K
Avestar Capital, LLC 0.08% Reduce -3.8% 1,437 $719K
Wealth Forward, LLC 0.56% No change 1,437 $719K
Tillman Hartley LLC 0.24% Reduce -2.5% 1,430 $715K
Astoria Strategic Wealth, Inc. 0.22% Reduce -0.6% 1,430 $715K
McLean Asset Management Corp 0.23% Add +0.1% 1,386 $715K
Belmont Capital, LLC 0.13% New 1,429 $715K
Fingerlakes Wealth Management, Inc. 0.64% No change 1,429 $715K
Consilium Wealth Advisory, LLC 0.39% Add +1.6% 1,425 $713K
Shira Ridge Wealth Management 0.40% Reduce -10.4% 1,424 $712K
REDW Wealth LLC 0.19% Add +1.8% 1,423 $712K
Sachetta, LLC 0.31% Add +24.9% 1,423 $709K
Griffin Asset Management, Inc. 0.08% Reduce -13.6% 1,413 $707K
Interchange Capital Partners, LLC 0.26% New 1,412 $706K
Pine Harbor Wealth Management, LLC 0.42% No change 1,411 $705K
Cedrus LLC 0.35% Add +17.6% 1,408 $704K
Ashford Advisors, LLC 0.17% Reduce -9.7% 1,402 $704K
Refined Wealth Management 0.54% No change 1,406 $703K
Cadent Capital Advisors, LLC 0.28% Add +186.7% 1,402 $701K
Lakeside Advisors, INC. 0.45% No change 1,400 $700K
Porter White Investment Advisors, Inc. 0.37% Add +1.0% 1,396 $698K
Amplius Wealth Advisors, LLC 0.08% No change 1,383 $692K
Foster & Motley Inc. 0.05% Add +6.8% 1,382 $691K
NorthCrest Asset Manangement, LLC 0.02% Add +50.4% 1,376 $688K
Sunbelt Securities, Inc. 0.07% Add +2.5% 1,374 $687K
Kingfisher Capital LLC 0.16% Add +164.4% 1,367 $684K
Two West Capital Advisors LLC 0.65% — 1,362 $681K
Pursue Wealth Partners LLC 0.37% Add +18.4% 1,353 $676K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.21% New 1,350 $675K
RB Capital Management, LLC 0.18% Reduce -27.0% 1,349 $675K
Northern Capital Management, Inc. 0.45% Add +7.8% 1,349 $675K
RiverFront Investment Group, LLC 0.02% Add +81.5% 1,343 $672K
Pineridge Advisors LLC 0.23% Reduce -18.0% 1,343 $672K
Howard Capital Management Group, LLC 0.05% Reduce -10.3% 1,340 $670K
GFS Advisors, LLC 0.11% Reduce -47.8% 700 $670K
Galvin, Gaustad & Stein, LLC 0.06% Add +5.3% 1,328 $664K
Morningstar Investment Services LLC 0.01% New 1,316 $663K
Investmark Advisory Group LLC 0.35% Reduce -0.1% 1,318 $660K
Bedell Frazier Investment Counselling, LLC 0.16% Reduce -2.2% 1,315 $658K
CapWealth Advisors, LLC 0.08% Reduce -3.3% 1,312 $656K
Emprise Bank 0.40% No change 1,310 $655K
Affinity Capital Advisors, LLC 0.14% Add +98.5% 1,310 $655K
River Street Advisors LLC 0.41% No change 1,305 $653K
Cerro Pacific Wealth Advisors LLC 0.25% — 1,299 $650K
Elevatus Welath Management 0.24% Add +3.1% 1,293 $647K
Essential Planning, LLC. 0.28% Add +18.8% 1,291 $646K
Mission Creek Capital Partners, Inc. 0.16% Add +11.4% 1,288 $644K
Essex LLC 0.14% Add +14.3% 1,286 $643K
Gould Asset Management LLC 0.15% Reduce -3.0% 1,286 $643K
RDA Financial Network 0.21% Reduce -0.2% 1,282 $641K
Rothschild Capital Partners, LLC 0.18% Add +53.8% 1,281 $641K
49 Wealth Management, LLC 0.13% Add +69.6% 1,272 $637K
Central Bank & Trust Co. 0.09% Reduce -7.3% 1,274 $637K
Bigelow Investment Advisors, LLC 0.30% Reduce -41.0% 1,267 $634K
Mills Wealth Advisors LLC 0.45% Reduce -2.6% 1,266 $633K
Chris Bulman Inc 0.43% — 1,266 $633K
Castleview Partners, LLC 0.36% Add +45.0% 1,266 $633K
Dearborn Partners LLC 0.03% Add +14.8% 1,266 $633K
Valley National Advisers Inc. 0.09% Add +2.4% 1,265 $632K
Van Hulzen Asset Management, LLC 0.04% Add +0.8% 1,261 $631K
Wealthcare Capital Management LLC 0.07% Reduce -8.2% 1,257 $629K
First National Bank of Mount Dora, Trust Investment Services 0.15% Add +19.0% 1,252 $626K
Smith Salley Wealth Management 0.04% Add +7.0% 1,251 $626K
XTX Topco Ltd 0.05% Add +47.7% 1,251 $626K
Opus Investment Management Inc. 0.40% No change 1,250 $625K
Van Den Berg Management I, Inc. 0.19% Reduce -0.4% 1,248 $624K
Bouchey Financial Group, Ltd. 0.06% Reduce -0.7% 1,244 $622K
Regent Peak Wealth Advisors LLC 0.14% Reduce -3.4% 1,234 $617K
Howe & Rusling Inc. 0.06% Add +6.9% 1,232 $616K
Montis Financial, LLC 0.28% No change 1,232 $616K
Tower View Wealth Management LLC 0.35% Reduce -1.1% 1,227 $614K
Harvest Investment Advisors, LLC 0.45% New 1,225 $613K
Berkeley Capital Partners, LLC 0.18% Add +0.1% 1,222 $611K
Strategic Wealth Partners, Ltd. 0.06% Add +5.3% 1,220 $610K
Tarbox Family Office, Inc. 0.11% No change 1,218 $609K
Wealth Management Associates, Inc. 0.29% No change 1,218 $609K
Tilia Fiduciary Partners, Inc. 0.48% Reduce -2.0% 1,218 $609K
Tidemark, LLC 0.28% Add +2.4% 1,216 $608K
IAG Wealth Partners, LLC 0.12% Add +53.8% 1,212 $606K
CPR Investments Inc. 0.50% Add +12.0% 1,210 $605K
Main Street Group, LTD 0.28% Reduce -12.1% 1,208 $605K
Meridian Financial Advisors, LLC 0.44% Add +44.2% 1,210 $605K
ETF Store, Inc. 0.62% No change 1,210 $605K
Concorde Asset Management, LLC 0.37% Reduce -9.2% 1,208 $604K
Balefire, LLC 0.21% Reduce -10.7% 1,207 $604K
Ironvine Capital Partners, LLC 0.07% No change 1,205 $603K
Jamison Private Wealth Management, Inc. 0.10% Add +5.6% 1,203 $602K
Intelligence Driven Advisers, LLC 0.09% Reduce -22.5% 1,201 $601K
GAMMA Investing LLC 0.08% Add +339.6% 1,200 $600K
Aquire Wealth Advisors, LLC 0.20% Add +0.9% 1,197 $599K
Woodward Diversified Capital, LLC 0.35% New 1,194 $597K
Clarity Financial LLC 0.09% Reduce -47.6% 1,193 $597K
TBH Global Asset Management, LLC 0.13% Reduce -10.3% 1,191 $596K
Kennedy Investment Group, Inc. 0.30% Add +2.1% 1,191 $595K
Austin Private Wealth, LLC 0.06% Add +2.5% 1,189 $595K
Iron Horse Wealth Management, LLC 0.23% Reduce -1.3% 1,189 $595K
Covenant Asset Management, LLC 0.13% Add +106.5% 1,179 $590K
Family Capital Management, Inc. 0.40% Reduce -0.6% 1,175 $588K
Curtis Advisory Group, LLC 0.21% Add +3.7% 1,168 $584K
Source Financial Advisors LLC 0.18% No change 1,167 $584K
Shepherd Kaplan Krochuk, LLC 0.46% Add +33.9% 1,166 $583K
Studio Investment Management LLC 0.13% Add +11.0% 1,150 $579K
Financial Advisors, LLC 0.12% Reduce -2.8% 1,158 $579K
RPS Advisory Solutions LLC 0.53% — 1,156 $578K
Highland Capital Management, LLC 0.03% Add +3.6% 1,156 $578K
Capital Counsel LLC 0.03% Reduce -14.5% 1,156 $578K
Cahaba Wealth Management, Inc. 0.05% Reduce -0.3% 1,155 $578K
Fortitude Advisory Group L.L.C. 0.34% Add +0.7% 1,154 $577K
Alaska Permanent Fund Corp 0.01% No change 1,139 $576K
Legacy Bridge, LLC 0.34% No change 1,152 $576K
Pacific Financial Group Inc. 0.41% Reduce -3.8% 1,151 $576K
Lynx Investment Advisory 0.43% — 1,150 $575K
Advisory Resource Group 0.13% Add +1.1% 1,146 $573K
Gryphon Financial Partners LLC 0.09% New 1,146 $573K
AAF Wealth Management, LLC 0.30% New 1,145 $573K
Maiden Cove Capital, LLC 1.24% — 1,192 $572K
American Institute for Advanced Investment Management, LLP 0.44% Add +3.3% 1,144 $572K
Lake Hills Wealth Management, LLC 0.41% Reduce -0.3% 1,142 $571K
Wells Trecaso Financial Group, LLC 0.20% No change 1,137 $569K
Waypoint Capital Advisors, LLC 0.14% Add +6.0% 1,136 $568K
Perennial Advisors, LLC 0.13% Add +2.7% 1,134 $567K
Ethos Financial Group, LLC 0.10% Add +6.5% 1,130 $567K
Beacon Financial Planning, Inc. 0.38% Reduce -11.6% 1,127 $564K
Burns Matteson Capital Management, LLC 0.35% Add +3.3% 1,124 $562K
Maple Capital Management, Inc. 0.05% Reduce -5.8% 1,122 $561K
ORBA Wealth Advisors, L.L.C. 0.29% New 1,120 $560K
First Trust Direct Indexing L.P. 0.03% Reduce -46.5% 1,119 $560K
Cahill Wealth Management, LLC 0.33% Reduce -4.4% 1,114 $557K
National Wealth Management Group, LLC 0.42% Reduce -62.4% 1,114 $557K
Northwest Bank & Trust Co 0.46% No change 1,108 $554K
Meredith Wealth Planning 0.29% Reduce -4.3% 1,107 $554K
Chesapeake Wealth Management 0.20% Add +0.7% 1,106 $553K
Harbor Group, Inc. 0.14% Add +0.5% 1,103 $552K
Elk River Wealth Management LLC 0.11% Reduce -0.7% 1,099 $552K
Kuhn & Co Investment Counsel 0.49% Add +4.8% 1,103 $551K
Campion Asset Management 0.43% No change 1,100 $550K
3EDGE Asset Management, LP 0.04% No change 1,100 $550K
Balyasny Asset Management L.P. 0.00% Reduce -99.1% 1,100 $550K
USAdvisors Wealth Management, LLC 0.19% Reduce -81.0% 1,100 $550K
OLIO Financial Planning 0.23% No change 1,255 $550K
Manhattan West Asset Management, LLC 0.15% Add +1.5% 1,099 $549K
Fortis Capital Advisors, LLC 0.20% New 1,097 $549K
Knightsbridge Asset Management, LLC 0.14% Reduce -17.8% 1,097 $549K
Colton Groome Financial Advisors, LLC 0.22% Reduce -5.5% 1,095 $548K
Hurlow Wealth Management Group, Inc. 0.19% No change 1,094 $547K
Financial Partners Group, LLC 0.21% Add +4.8% 1,088 $544K
Great Lakes Retirement, Inc. 0.07% Reduce -37.9% 1,080 $542K
Towercrest Capital Management 0.09% Add +0.6% 1,081 $541K
First Citizens Financial Corp 0.32% No change 1,080 $540K
Bay Rivers Group 0.28% Reduce -2.7% 1,080 $540K
Resources Management Corp. /CT/ 0.08% No change 1,079 $539K
Armor Investment Advisors, LLC 0.25% No change 1,077 $539K
Wolff Wiese Magana LLC 0.43% Add +51.8% 1,076 $538K
Dominguez Wealth Management Solutions, Inc. 0.41% No change 1,076 $538K
626 Financial, LLC 0.31% No change 1,073 $537K
Lodestone Wealth Management LLC 0.28% Add +0.8% 1,071 $536K
Quadrant Private Wealth Management, LLC 0.12% Add +0.1% 1,063 $534K
Lee Financial Co 0.09% No change 1,063 $533K
New Hampshire Trust 0.12% Reduce -2.3% 1,064 $532K
Opes Wealth Management LLC 0.11% No change 1,059 $530K
Santori & Peters, Inc. 0.23% Reduce -2.5% 1,059 $529K
Trueblood Wealth Management, LLC 0.30% Reduce -10.0% 1,058 $529K
Gallagher Fiduciary Advisors, LLC 0.12% Reduce -1.3% 1,058 $529K
Hoge Financial Services, LLC 0.43% No change 1,057 $529K
Coston, McIsaac & Partners 0.17% Reduce -0.8% 1,055 $527K
Park Place Capital Corp 0.17% Reduce -5.0% 1,052 $526K
White Pine Capital LLC 0.20% No change 1,050 $525K
JNBA Financial Advisors 0.06% No change 1,049 $525K
Legacy Wealth Asset Management, LLC 0.15% Add +0.5% 1,049 $525K
New Wave Wealth Advisors LLC 0.28% — 1,048 $524K
Wolf Group Capital Advisors 0.21% Add +1.9% 1,045 $523K
Missouri Trust & Investment Co 0.20% Reduce -2.2% 1,039 $520K
Curi Capital, LLC 0.01% Reduce -74.1% 1,038 $519K
Trifecta Capital Advisors, LLC 0.11% Reduce -2.0% 1,038 $519K
LifePro Asset Management 0.37% Add +0.5% 1,036 $518K
Signature Resources Capital Management, LLC 0.43% Reduce -1.0% 1,036 $518K
Cresta Advisors, Ltd. 0.31% Reduce -0.2% 1,036 $518K
Hartford Financial Management Inc. 0.11% Add +2.1% 1,034 $517K
WFA of San Diego, LLC 0.46% — 1,032 $516K
TrinityPoint Wealth, LLC 0.08% Add +2.5% 1,030 $515K
Stonebridge Capital Advisors LLC 0.05% Add +24.8% 1,027 $514K
Roberts Financial Services LLC 0.10% No change 1,025 $513K
Strait & Sound Wealth Management LLC 0.26% Add +3.0% 1,025 $513K
Laidlaw Wealth Management LLC 0.28% New 1,024 $512K
Stone Summit Wealth LLC 0.18% Reduce -3.3% 1,023 $512K
Luts & Greenleigh Group, Inc. 0.53% — 1,021 $510K
Sherrill & Hutchins Financial Advisory, Inc 0.46% New 1,017 $509K
Patton Albertson Miller Group, LLC 0.07% Reduce -0.1% 1,015 $508K
RAM Investment Partners, LLC 0.15% Add +4.4% 1,012 $506K
Avalon Advisory Group 0.24% New 1,006 $503K
Strata Wealth Advisors, LLC 0.17% Add +10.4% 1,005 $503K
Davidson Trust Co. 0.35% Reduce -9.9% 1,003 $502K
MidAtlantic Capital Management, Inc. 0.42% Add +3.7% 1,003 $501K
Pacifica Partners Inc. 0.22% No change 989 $501K
Farmers Trust Co. 0.10% No change 1,000 $500K
Peak Planning Group, LLC 0.25% New 999 $500K
Trellis Wealth Advisors LLC 0.27% New 993 $497K
Cullen Investment Group, LTD. 0.08% Reduce -1.1% 992 $496K
Ulland Investment Advisors, LLC 0.38% Add +1.5% 990 $495K
Mason Investment Advisory Services, Inc. 0.03% No change 988 $494K
Fortis Group Advisors, LLC 0.10% Add +346.1% 986 $493K
Sharp Wealth Advisory, LLC 0.42% Add +47.2% 986 $493K
Girard Partners LTD. 0.05% Reduce -16.3% 986 $493K
Sicart Associates LLC 0.19% No change 982 $493K
Tamar Securities, LLC 0.08% Add +4.1% 985 $493K
Oak Hill Wealth Advisors, LLC 0.15% — 983 $492K
Goelzer Investment Management, Inc. 0.03% No change 983 $492K
RFP Financial Group LLC 0.18% Reduce -28.4% 982 $491K
Marex Group Ltd 0.01% No change 981 $491K
Forte Capital LLC 0.06% Reduce -12.5% 979 $490K
Ledyard National Bank 0.05% Reduce -0.3% 978 $489K
Willow Creek Wealth Management Inc. 0.06% Reduce -0.2% 977 $489K
Brandywine Oak Private Wealth LLC 0.05% No change 976 $488K
Main Street Research LLC 0.03% Add +3.0% 972 $488K
Navalign, LLC 0.15% No change 975 $488K
1832 Asset Management L.P. 0.00% Add +100.0% 974 $487K
Shulman DeMeo Asset Management LLC 0.13% No change 973 $487K
LifeSteps Financial, Inc. 0.40% No change 969 $485K
Poehling Capital Management, INC. 0.13% No change 969 $485K
Brogan Financial, Inc. 0.30% Add +1.1% 967 $484K
tru Independence LLC 0.15% Reduce -3.8% 964 $482K
Aprio Wealth Management, LLC 0.09% Add +9.4% 963 $482K
Rosenblum Silverman Sutton S F Inc. 0.13% Reduce -2.4% 959 $480K
Heartwood Wealth Advisors LLC 0.06% Add +28.3% 957 $479K
Chilton Investment Co. Inc. 0.01% Reduce -28.8% 955 $478K
Gsa Capital Partners LLP 0.03% Add +33.1% 953 $477K
Private Capital Management, LLC 0.06% No change 945 $472K
Key Financial Inc 0.11% Add +7.0% 942 $471K
PrairieView Partners, LLC 0.05% No change 943 $471K
Cranbrook Wealth Management, LLC 0.12% Reduce -0.1% 941 $471K
Atticus Wealth Management, LLC 0.15% No change 938 $469K
One Wealth Advisors, LLC 0.10% Add +19.0% 957 $469K
Old North State Wealth Management, LLC 0.31% No change 932 $468K
Sterling Wealth Management, Inc. 0.22% No change 934 $467K
Triumph Capital Management 0.18% Add +64.0% 925 $464K
Fayez Sarofim & Co 0.00% Add +10.5% 927 $464K
Ehrlich Financial Group 0.36% Reduce -53.4% 924 $462K
Eldridge Investment Advisors, Inc. 0.12% No change 924 $462K
D. Scott Neal, Inc. 0.26% No change 917 $460K
Atlas Private Wealth Advisors 0.07% Add +99.8% 917 $459K
Westside Investment Management, Inc. 0.10% No change 912 $456K
Holderness Investments Co. 0.11% Add +0.8% 913 $456K
Heritage Wealth Management, Inc. 0.44% No change 905 $453K
Mountain Pacific Investment Advisers LLC 0.03% Reduce -22.5% 905 $453K
William Howard & Co Financial Advisors Inc 0.42% Add +1.7% 897 $450K
Schmidt P J Investment Management Inc. 0.08% Reduce -6.7% 899 $450K
RPg Family Wealth Advisory, LLC 0.15% Reduce -22.8% 895 $449K
Alaethes Wealth, LLC 0.19% No change 895 $449K
NRI Wealth Management LC 0.35% Reduce -4.7% 898 $449K
ROI Financial Advisors, LLC 0.32% Reduce -0.6% 894 $447K
Paragon Financial Partners, Inc. 0.35% No change 891 $446K
Alta Wealth Advisors LLC 0.22% No change 891 $446K
Appleton Partners Inc. 0.03% No change 891 $445K
Joseph P. Lucia & Associates, LLC 0.23% Add +5.7% 886 $443K
Cypress Capital, LLC 0.12% Add +3.6% 884 $442K
Addison Capital Co 0.19% Add +16.8% 883 $442K
Stiles Financial Services Inc 0.17% Reduce -11.7% 883 $442K
Signature Wealth Management Group 0.19% Reduce -0.2% 882 $441K
Measured Wealth Private Client Group, LLC 0.15% No change 881 $441K
O'Dell Group, LLC 0.11% No change 916 $440K
Strategic Wealth Investment Group, LLC 0.06% — 878 $440K
Patten Group, Inc. 0.10% No change 880 $440K
Princeton Global Asset Management LLC 0.10% Add +105.1% 880 $440K
Broadleaf Partners, LLC 0.11% Add +0.3% 877 $439K
Family Asset Management, LLC 0.28% Add +5.2% 876 $438K
Burke & Herbert Bank & Trust Co. 0.11% No change 875 $438K
Riversedge Advisors, LLC 0.11% Reduce -3.0% 874 $437K
JFG Wealth Management, LLC 0.12% New 874 $437K
Pathway Financial Advisers, LLC 0.16% Add +9.5% 885 $437K
Lyell Wealth Management, LP 0.04% New 871 $435K
Atlantic Private Wealth, LLC 0.35% No change 869 $435K
Summit Investment Advisory Services, LLC 0.51% Reduce -3.2% 868 $434K
HTLF Bank 0.05% Reduce -10.8% 868 $434K
Taylor Financial Group, Inc. 0.33% Reduce -0.6% 867 $434K
GDS Wealth Management 0.05% Add +6.1% 867 $434K
New Capital Management LP 0.13% Add +6.5% 866 $433K
High Note Wealth, LLC 0.13% Reduce -0.6% 863 $432K
PCG Wealth Advisors, LLC 0.19% No change 862 $431K
Falcon Wealth Planning 0.06% Reduce -40.3% 861 $430K
Pinkerton Wealth, LLC 0.07% Add +1.2% 858 $429K
Sargent Investment Group, LLC 0.09% Add +31.7% 855 $428K
Foster Victor Wealth Advisors, LLC 0.04% Add +33.1% 824 $427K
Comprehensive Financial Consultants Institutional, Inc. 0.17% New 854 $427K
Brown, Lisle/Cummings, Inc. 0.14% Reduce -3.5% 854 $427K
Syntegra Private Wealth Group, LLC 0.05% Reduce -52.4% 851 $426K
TNF LLC 0.16% Reduce -3.6% 855 $425K
Lincoln Capital LLC 0.09% Add +46.2% 839 $420K
Horizons Wealth Management 0.33% Add +183.6% 831 $419K
Ayrshire Capital Management LLC 0.21% No change 837 $419K
Colony Family Offices, LLC 0.13% Add +24.0% 833 $418K
Vestor Capital, LLC 0.03% Add +16.8% 836 $418K
GPS Wealth Strategies Group, LLC 0.06% Reduce -1.3% 834 $417K
Glassy Mountain Advisors, Inc. 0.15% New 834 $417K
Octavia Wealth Advisors, LLC 0.06% Add +1.5% 831 $417K
Moseley Investment Management Inc. 0.19% Reduce -2.7% 832 $416K
Iron Gate Global Advisors LLC 0.07% Add +3.1% 831 $416K
Whelan Financial 0.19% Reduce -10.7% 830 $415K
Advantage Trust Co 0.30% Add +1.3% 829 $415K
Colonial Trust Co / SC 0.07% Add +2.4% 829 $415K
American Planning Services, Inc. 0.29% No change 824 $412K
Kolinsky Wealth Management, LLC 0.30% Add +58.3% 823 $412K
Napa Wealth Management 0.28% Add +0.7% 823 $412K
Dogwood Wealth Management LLC 0.25% Reduce -0.6% 818 $409K
SWAN Capital LLC 0.22% No change 812 $406K
Pennsylvania Capital Management Inc. 0.16% No change 810 $405K
Lester Murray Antman dba SimplyRich 0.13% No change 811 $405K
ODonnell Financial Services, LLC 0.18% No change 809 $405K
Kowal Investment Group, LLC 0.08% Reduce -0.6% 801 $401K
Hantz Financial Services, Inc. 0.01% Add +1.8% 800 $400K
White Knight Strategic Wealth Advisors, LLC 0.40% No change 799 $400K
Columbia Asset Management 0.07% Reduce -96.9% 793 $397K
Sandhill Capital Partners LLC 0.03% New 793 $397K
Aureus Asset Management, LLC 0.03% New 793 $397K
Intellectus Partners, LLC 0.11% Reduce -16.3% 786 $395K
Anchor Capital Advisors LLC 0.01% Add +0.8% 788 $394K
Avalon Capital Management 0.12% New 787 $393K
MPS Loria Financial Planners, LLC 0.13% No change 784 $392K
Meritage Portfolio Management 0.02% Reduce -47.2% 783 $392K
Bernzott Capital Advisors 0.18% Reduce -5.4% 782 $391K
Pegasus Asset Management, Inc. 0.12% No change 781 $391K
RVW Wealth, LLC 0.04% No change 781 $390K
Bayshore Asset Management, LLC 0.19% Reduce -8.8% 771 $386K
Caldwell Sutter Capital, Inc. 0.19% No change 771 $386K
Sterling Investment Counsel, LLC 0.15% Reduce -0.5% 770 $385K
Granite Bay Wealth Management, LLC 0.21% Add +12.6% 769 $385K
Howard Financial Services, LTD. 0.06% Reduce -21.1% 770 $385K
Matisse Capital 0.19% Add +3.2% 766 $383K
Envoi LLC 1.22% No change 766 $383K
Capital Investment Services of America, Inc. 0.04% Add +3.2% 766 $383K
Sinecera Capital, LLC 0.52% Add +0.4% 766 $383K
Guardian Wealth Advisors, LLC 0.25% Add +17.0% 764 $382K
ABLE Financial Group, LLC 0.14% Add +3.4% 761 $381K
Cape Investment Advisory, Inc. 0.17% Add +29.2% 761 $381K
Exchange Bank 0.32% No change 758 $379K
Gilman Hill Asset Management, LLC 0.07% No change 758 $379K
Weatherly Asset Management L. P. 0.03% No change 751 $377K
Prairie Wealth Advisors, Inc. 0.19% Add +3.9% 752 $376K
TrueWealth Advisors, LLC 0.14% No change 751 $376K
Beacon Wealthcare LLC 0.16% Reduce -18.3% 748 $374K
Cottage Street Advisors LLC 0.22% Reduce -23.6% 747 $374K
Cypress Financial Planning LLC 0.16% Add +65.6% 747 $374K
Shakespeare Wealth Management, LLC 0.11% Add +2.5% 745 $373K
Hedeker Wealth, LLC 0.11% Reduce -42.5% 745 $373K
Sei Investments Co. 0.00% Add +22.3% 745 $373K
Lwmg, LLC 0.08% Reduce -5.0% 744 $372K
Coastal Bridge Advisors, LLC 0.09% Add +10.8% 742 $371K
Gables Capital Management Inc. 0.19% No change 740 $370K
Alliance Wealth Management Group 0.11% No change 739 $370K
Lifeworks Advisors, LLC 0.10% New 739 $370K
Ransom Advisory, Ltd 0.18% No change 735 $368K
Five Oceans Advisors 0.19% Reduce -54.4% 733 $366K
LVM Capital Management Ltd. 0.04% New 733 $366K
Higgins & Schmidt Wealth Strategies LLC 0.26% Add +3.0% 728 $364K
Punch & Associates Investment Management, Inc. 0.02% Add +1155.2% 728 $364K
Twelve Points Wealth Management LLC 0.13% Add +63.1% 724 $362K
Convergence Financial, LLC 0.10% New 722 $361K
Shepherd Financial Partners LLC 0.05% No change 722 $361K
Kirtland Hills Capital Management, LLC 0.30% Reduce -7.9% 721 $361K
Trinity Legacy Partners, LLC 0.10% Reduce -28.7% 717 $358K
Mma Asset Management LLC 0.17% Add +3.9% 716 $358K
Tandem Capital Management Corp. 0.20% Add +3.9% 701 $357K
Meadow Creek Wealth Advisors LLC 0.34% No change 713 $357K
Davidson Investment Advisors 0.02% Add +0.6% 713 $357K
Russell Investments Group, Ltd. 0.00% Add +4076.5% 710 $355K
Next Level Private LLC 0.16% Add +5.2% 707 $354K
Schaper Benz & Wise Investment Counsel Inc. 0.03% New 707 $353K
Arax Advisory Partners 0.03% Reduce -50.5% 707 $353K
Mullaney, Keating & Wright, Inc. 0.27% — 704 $352K
Lebenthal Global Advisors, LLC 0.08% New 703 $352K
Spirit of America Management Corp. 0.07% Add +632.3% 703 $352K
Opinicus Capital, Inc. 0.30% Reduce -0.6% 703 $351K
Dash Acquisitions Inc. 0.10% Add +1.6% 685 $351K
Adell Harriman & Carpenter Inc. 0.03% Add +34.6% 700 $350K
Financial Advisory Partners, LLC 0.13% Reduce -2.9% 700 $350K
Northcape Wealth Management, LLC 0.13% Add +59.1% 700 $350K
Scientech Research LLC 0.07% New 700 $350K
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -59.8% 700 $350K
LGT Financial Advisors LLC 0.74% No change 700 $350K
Dakota Community Bank & Trust NA 1.88% No change 698 $349K
Wrenne Financial Planning LLC 0.24% Add +14.6% 698 $349K
Bellwether Advisors, LLC 0.07% Reduce -22.0% 696 $348K
Hamilton Capital, LLC 0.03% Reduce -8.9% 696 $348K
Empirical Asset Management, LLC 0.13% Reduce -0.3% 695 $347K
McIlrath & Eck, LLC 0.05% No change 692 $346K
Sound Stewardship, LLC 0.21% No change 690 $345K
NovaPoint Capital, LLC 0.12% Add +3.5% 687 $344K
Butensky & Cohen Financial Security, Inc. 0.11% Add +9.4% 687 $344K
Bright Financial Advisors, Inc. 0.24% No change 686 $343K
Camelot Technology Advisors, Inc. 0.32% No change 685 $343K
West Coast Financial LLC 0.04% Add +45.8% 684 $342K
Crown Wealth Group, LLC 0.17% Reduce -20.0% 684 $342K
Semus Wealth Partners LLC 0.26% Reduce -6.8% 684 $342K
Vawter Financial, Ltd. 0.23% No change 681 $341K
Fairview Capital Investment Management, LLC 0.02% New 679 $340K
Kimelman & Baird, LLC 0.03% — 679 $340K
Shoker Investment Counsel, Inc. 0.12% New 678 $339K
Nabity-Jensen Investment Management Inc 0.28% No change 676 $338K
Shared Vision Wealth Group LLC 0.20% No change 675 $338K
Inlet Private Wealth, LLC 0.09% No change 674 $337K
SWP Financial LLC 0.22% No change 673 $337K
Maxwell Wealth Strategies Inc. 0.16% No change 672 $336K
Vaughan David Investments LLC 0.01% Reduce -1.9% 673 $336K
Schnieders Capital Management LLC 0.07% No change 671 $336K
Vermillion & White Wealth Management Group, LLC 0.25% Add +18.2% 670 $335K
Telos Capital Management, Inc. 0.04% No change 670 $335K
Conservest Capital Advisors, Inc. 0.04% No change 697 $335K
Arq Wealth Advisors, LLC 0.14% Add +18.2% 668 $334K
Peterson Wealth Advisors, LLC 0.07% Add +8.1% 668 $334K
Jentner Corp 0.11% Reduce -1.5% 667 $334K
MilWealth Group LLC 0.11% No change 667 $334K
Sprinkle Financial Consultants LLC 0.26% Reduce -10.0% 666 $333K
Total Investment Management Inc. 0.04% New 662 $331K
Arkansas Financial Group, Inc. 0.06% New 661 $330K
Strategy Asset Managers LLC 0.07% Reduce -29.3% 811 $330K
Fortitude Family Office, LLC 0.19% No change 660 $330K
Jmac Enterprises LLC 0.06% Add +1.2% 659 $330K
Cornerstone Wealth Advisors, Inc. 0.10% Reduce -12.0% 658 $329K
Tucker Asset Management LLC 0.07% Reduce -10.4% 657 $329K
Fulton Breakefield Broenniman LLC 0.02% New 657 $328K
Fiduciary Financial Group, LLC 0.08% — 632 $328K
Hazlett, Burt & Watson, Inc. 0.17% Reduce -5.8% 654 $328K
Rollins Financial Advisors, LLC 0.06% Add +3.9% 648 $324K
Ceera Investments, LLC 0.14% No change 645 $323K
Round Rock Advisors LLC 0.08% Add +11.8% 645 $323K
Prosperity Consulting Group, LLC 0.04% Reduce -0.6% 641 $321K
Hershey Financial Advisers, LLC 0.29% — 641 $321K
Chaney Capital Management, Inc. 0.21% New 641 $320K
Taylor & Morgan Wealth Management, LLC 0.23% Reduce -10.5% 640 $320K
Whitegate Investment Counselors, Inc. 0.09% Add +16.4% 639 $320K
Gateway Advisory, LLC 0.05% New 638 $319K
Sloy Dahl & Holst, LLC 0.07% No change 636 $318K
Fagan Associates, Inc. 0.06% No change 635 $318K
City Holding Co. 0.05% Add +3.3% 634 $317K
New Insight Wealth Advisors 0.19% Add +1.8% 634 $317K
Rodgers & Associates, LTD 0.04% Add +0.3% 633 $317K
Priebe Wealth Holdings LLC 0.25% Reduce -0.8% 629 $315K
Obsidian Personal Planning Solutions LLC 0.19% Add +14.4% 626 $313K
Silverlake Wealth Management LLC 0.13% Add +7.0% 625 $313K
City Center Advisors, LLC 0.37% No change 647 $311K
Triune Financial Partners, LLC 0.11% Reduce -0.2% 618 $309K
Neumann Capital Management, LLC 0.11% No change 617 $309K
Newport Capital Group, LLC 0.24% — 616 $308K
Archvest Wealth Advisors, Inc. 0.20% New 613 $307K
Indie Asset Partners, LLC 0.24% New 614 $307K
Piscataqua Savings Bank 0.27% No change 613 $307K
Exchange Capital Management, Inc. 0.05% Add +5.5% 612 $306K
Altfest L J & Co. Inc. 0.04% Add +0.5% 611 $306K
Inspire Advisors, LLC 0.04% Add +8.7% 611 $305K
Paragon Advisors, LLC 0.11% Reduce -27.3% 610 $305K
Paragon Capital Management Ltd 0.06% Reduce -38.6% 610 $305K
Lockerman Financial Group, Inc. 0.55% Reduce -2.4% 608 $304K
Lazari Capital Management, Inc. 0.14% Add +11.2% 608 $304K
Integris Wealth Management, LLC 0.09% Add +10.4% 607 $304K
Mattern Wealth Management LLC 0.07% No change 603 $302K
CCG Wealth Management, LLC 0.17% Add +5.3% 600 $300K
Mach-1 Financial Group, LLC 0.21% Add +8.1% 599 $300K
Lafayette Investments, Inc. 0.07% Add +0.5% 598 $299K
Capital CS Group, LLC 0.34% New 597 $299K
Ballew Advisors, Inc 0.20% Add +3.6% 578 $298K
Waterford Advisors, LLC 0.13% Add +0.8% 596 $298K
Lunt Capital Management, Inc. 0.15% No change 596 $298K
Palo Alto Wealth Advisors, LLC 0.21% Reduce -15.8% 593 $297K
Heritage Wealth Partners, LLC 0.43% Add +7.2% 594 $297K
Successful Portfolios LLC 0.21% Add +0.5% 592 $296K
Oxinas Partners, LLC 0.20% Add +1.4% 591 $296K
Swisher Financial Concepts, Inc. 0.30% No change 582 $294K
Summit Wealth Partners, LLC 0.06% Add +5.0% 588 $294K
Highview Capital Management LLC 0.12% New 585 $293K
James J. Burns & Company, LLC 0.06% Add +19.2% 583 $292K
Grey Fox Wealth Advisors, LLC 0.10% New 581 $292K
Mycio Wealth Partners, LLC 0.07% Reduce -4.0% 583 $292K
Merkkuri Wealth Advisors LLC 0.27% — 581 $291K
Omnia Family Wealth, LLC 0.12% New 577 $290K
Garrison Point Advisors, LLC 0.19% Add +5.5% 579 $290K
Resurgent Financial Advisors LLC 0.18% New 579 $290K
Gen-Wealth Partners Inc 0.14% Reduce -4.3% 579 $290K
Catalina Capital Group, LLC 0.11% Reduce -0.3% 578 $289K
Nelson Capital Management, LLC 0.05% Add +22.5% 577 $289K
KRS Capital Management, LLC 0.22% No change 577 $289K
Westshore Wealth, LLC 0.12% Reduce -53.4% 576 $288K
KMG Fiduciary Partners, LLC 0.03% Reduce -1.9% 576 $288K
Palumbo Wealth Management LLC 0.12% No change 575 $288K
Intrepid Financial Planning Group LLC 0.12% No change 574 $287K
Connors Investor Services Inc. 0.03% No change 572 $286K
Hilltop Partners LLC 0.11% New 570 $285K
Emfo, LLC 0.25% Reduce -28.9% 566 $283K
Cyr Financial Inc. 0.28% — 565 $283K
Aerodigm Wealth, LLC 0.13% Reduce -86.0% 562 $281K
SC&H Financial Advisors, Inc. 0.07% Add +25.6% 560 $280K
Cable Hill Partners, LLC 0.03% New 555 $279K
Patron Partners, LLC 0.16% New 557 $279K
My Legacy Advisors, LLC 0.09% Reduce -13.6% 557 $279K
Riggs Asset Managment Co. Inc. 0.08% New 556 $278K
Walker Financial Services, Inc. 0.22% No change 555 $278K
Accordant Advisory Group Inc 0.27% Reduce -1.8% 555 $278K
IMS Capital Management 0.13% No change 539 $277K
Blume Capital Management, Inc. 0.07% Add +22.1% 552 $276K
MTM Investment Management, LLC 0.11% Add +69.2% 550 $275K
Benin Management CORP 0.08% No change 550 $275K
Roof Eidam Maycock Peralta, LLC 0.07% No change 546 $273K
Carret Asset Management, LLC 0.03% Add +3.0% 546 $273K
McNamara Financial Services, Inc. 0.06% No change 544 $272K
Droms Strauss Advisors Inc. /Mo/ 0.10% Reduce -18.8% 544 $272K
Hummer Financial Advisory Services Inc 0.23% No change 538 $270K
Man Group plc 0.00% Add +87.2% 539 $270K
Moser Wealth Advisors, LLC 0.15% No change 538 $269K
Moller Wealth Partners 0.07% No change 538 $269K
Quintet Private Bank (Europe) S.A. 0.02% Add +0.9% 465 $268K
Private Capital Advisors, Inc. 0.03% No change 535 $268K
Park Edge Advisors, LLC 0.08% Reduce -16.0% 535 $268K
Legacy Capital Group California, Inc. 0.10% Add +1.3% 532 $266K
Dagco, Inc. 0.12% Add +24.4% 531 $266K
Patton Fund Management, Inc. 0.06% No change 530 $265K
Morse Asset Management, Inc 0.07% Reduce -2.8% 530 $265K
S&co Inc. 0.02% No change 530 $265K
Robinswood Financial LLC 0.11% New 529 $265K
Claret Asset Management Corp 0.05% Add +1.1% 527 $264K
Jackson Square Capital, LLC 0.07% Add +4.3% 528 $264K
Samalin Investment Counsel, LLC 0.12% Reduce -0.2% 527 $264K
Arden Trust Co 0.04% Reduce -7.4% 527 $264K
M. Kraus & Co 0.08% No change 525 $263K
Sweeney & Michel, LLC 0.11% Add +0.4% 513 $262K
Rogco, LP 0.11% Reduce -16.2% 522 $261K
Concord Wealth Partners 0.05% No change 522 $261K
Emergent Wealth Advisors, LLC 0.21% Add +2.8% 521 $261K
Seaside Wealth Management, Inc. 0.11% Reduce -4.6% 521 $261K
Seelaus Asset Management LLC 0.27% No change 521 $260K
Unionview, LLC 0.21% No change 519 $260K
Insight 2811, Inc. 0.13% No change 518 $259K
Ironwood Wealth Management, LLC. 0.08% Reduce -15.6% 518 $259K
Midwest Financial Group LLC 0.16% Add +4.0% 517 $259K
Evensky & Katz LLC 0.02% Reduce -71.6% 517 $259K
Hudson Capital Management LLC 0.09% New 514 $257K
Carlson Capital Management 0.01% New 513 $257K
Novak & Powell Financial Services, Inc. 0.16% Add +1.8% 513 $257K
Security National Bank of Sioux City Iowa 0.18% Reduce -2.7% 512 $256K
Adams Asset Advisors, LLC 0.03% New 511 $256K
West Wealth Group, LLC 0.09% New 510 $255K
Meritas Wealth Management, LLC 0.18% No change 509 $255K
Hofer & Associates. Inc 0.20% Add +1.0% 508 $254K
Cim, LLC 0.04% No change 503 $254K
Pinnacle Wealth Management Group, Inc. 0.17% New 506 $253K
NFSG Corp 0.09% Add +22.0% 505 $253K
Waycross Investment Management Co 0.24% No change 503 $252K
OMNI 360 Wealth, Inc. 0.19% New 502 $251K
Stolper Co 0.09% Reduce -3.5% 502 $251K
SYM FINANCIAL Corp 0.04% Reduce -10.8% 501 $251K
Access Financial Services, Inc. 0.11% New 501 $251K
Ascension Asset Management LLC 0.13% Reduce -28.6% 500 $250K
East Coast Asset Management, LLC. 0.09% No change 500 $250K
Elevation Point Wealth Partners, LLC 0.02% Reduce -33.1% 497 $249K
Union Savings Bank 0.13% Add +21.4% 493 $247K
Greater Midwest Financial Group, LLC 0.16% Add +18.0% 492 $246K
United Asset Strategies, Inc. 0.02% Reduce -3.9% 491 $245K
Cheviot Value Management, LLC 0.05% New 490 $245K
LWM Advisory Services, LLC 0.21% No change 489 $245K
Ramsay, Stattman, Vela & Price, Inc. 0.05% Reduce -24.5% 488 $244K
O'ROURKE & COMPANY, Inc 0.14% New 486 $243K
Blue Zone Wealth Advisors, LLC 0.08% Add +16.3% 485 $242K
Chronos Wealth Management, LLC 0.13% Reduce -10.4% 484 $242K
Etfidea, LLC 0.08% No change 480 $240K
Joule Financial, LLC 0.10% Add +3.7% 477 $239K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $239K
Smith & Howard Wealth Management, LLC 0.07% Reduce -1.2% 477 $239K
Penobscot Investment Management Company, Inc. 0.02% Reduce -9.6% 473 $237K
Graham Capital Wealth Management, LLC 0.33% No change 455 $237K
Squire Investment Management Company, LLC 0.13% New 473 $237K
Lantern Wealth Advisors, LLC 0.17% No change 473 $236K
Brown Miller Wealth Management, LLC 0.10% No change 472 $236K
Marino, Stram & Associates LLC 0.06% Reduce -2.5% 471 $236K
Kellett Wealth Advisors, LLC 0.19% Reduce -34.2% 470 $235K
Prestige Wealth Management Group LLC 0.05% Reduce -7.3% 468 $235K
Continental Investors Services, Inc. 0.52% Reduce -4.1% 465 $233K
QCM Cayman, Ltd. 2.51% Add +2.2% 465 $233K
Centennial Wealth Advisory LLC 0.10% Reduce -80.0% 465 $232K
Treynor Bancshares, Inc. 0.24% New 464 $232K
Advocate Group LLC 0.05% No change 463 $232K
All Season Financial Advisors, Inc. 0.21% New 462 $231K
Sage Advisors, LLC 0.19% No change 462 $231K
Tiemann Investment Advisors, LLC 0.10% No change 461 $231K
Riverstone Advisors, LLC 0.14% New 460 $230K
Cornerstone Enterprises, LLC 0.15% Add +0.2% 458 $229K
Goepper Burkhardt LLC 0.10% No change 457 $229K
M. Kulyk & Associates, LLC 0.05% Reduce -3.6% 455 $228K
Private Wealth Management Group, LLC 0.10% New 455 $227K
NDWM LLC 0.20% No change 453 $227K
Disciplined Investments, LLC 0.12% New 453 $226K
American Financial Advisors, LLC 0.03% No change 452 $226K
Windsor Capital Management, LLC 0.07% No change 452 $226K
Fiduciary Alliance LLC 0.04% Add +0.5% 447 $225K
Halbert Hargrove Global Advisors, LLC 0.01% Add +1.8% 450 $225K
Tenret Co LLC 0.16% New 449 $225K
Stewardship Advisors, LLC 0.07% Add +0.7% 449 $225K
Westchester Capital Management, Inc. 0.06% Reduce -3.0% 449 $225K
Hilltop Wealth Advisors, LLC 0.11% No change 449 $224K
Rosenberg Matthew Hamilton 0.07% No change 445 $223K
Caitlin John, LLC 0.16% Add +0.7% 445 $223K
Boulder Wealth Advisors, LLC 0.13% No change 445 $223K
Mason & Associates Inc 0.06% No change 445 $223K
Avalon Trust Co 0.02% Reduce -50.3% 445 $223K
Financial Guidance Group, Inc. 0.14% New 444 $222K
Manchester Financial Inc. 0.05% New 442 $221K
Levin Capital Strategies, L.P. 0.02% New 442 $221K
L. Roy Papp & Associates, LLP 0.03% New 441 $221K
WESPAC Advisors, LLC 0.17% Reduce -52.2% 440 $220K
Focused Wealth Management, Inc 0.03% Add +0.2% 439 $220K
ESL Trust Services, LLC 0.05% No change 439 $220K
Colonial River Investments, LLC 0.12% New 438 $219K
Fluent Financial, LLC 0.11% No change 438 $219K
Hibernia Wealth Partners, LLC 0.08% Reduce -50.5% 438 $219K
Laraway Financial Advisors Inc 0.18% No change 433 $216K
Seven Post Investment Office LP 0.04% Reduce -11.7% 432 $216K
Tobias Financial Advisors, Inc. 0.05% Add +1.2% 431 $215K
Atalanta Sosnoff Capital, LLC 0.00% Reduce -2.5% 430 $215K
Orange Investment Advisors, Inc. 0.03% Add +2.5% 492 $215K
Atlas Brown,Inc. 0.08% New 429 $215K
Summit Financial Wealth Advisors, LLC 0.04% Reduce -3.4% 427 $214K
Ballast, Inc. 0.07% No change 426 $213K
Bridge Advisory, LLC 0.10% New 426 $213K
Orleans Capital Management Corp. 0.14% No change 425 $213K
Capital Insight Partners, LLC 0.04% Reduce -14.0% 424 $212K
JBR Co Financial Management Inc 0.15% No change 423 $212K
Columbia Bank 0.08% New 423 $212K
Delta Asset Management LLC 0.02% Add +23.0% 422 $211K
Corrado Advisors, LLC 0.14% Reduce -11.3% 422 $211K
Paces Ferry Wealth Advisors, LLC 0.13% No change 422 $211K
Q3 Asset Management 0.05% Reduce -99.8% 422 $211K
Global Trust Asset Management, LLC 0.09% Reduce -0.9% 422 $211K
SevenBridge Financial Group, LLC 0.05% New 439 $211K
Callahan Advisors, LLC 0.02% Reduce -13.5% 417 $208K
Brown Wealth Management, LLC 0.08% New 416 $208K
SeaBridge Investment Advisors LLC 0.05% New 415 $208K
Redmond Asset Management, LLC 0.07% New 414 $207K
Carson Advisory Inc. 0.15% Reduce -11.5% 414 $207K
Avaii Wealth Management, LLC 0.11% New 414 $207K
Planning Center, Inc. 0.03% New 413 $206K
Cutler Investment Counsel LLC 0.03% Reduce -74.0% 411 $206K
Aire Advisors, LLC 0.05% New 410 $205K
Mayfair Advisory Group, LLC 0.14% New 399 $205K
Keeley-Teton Advisors, LLC 0.03% New 410 $205K
Willner & Heller, LLC 0.20% New 410 $205K
Noesis Capital Mangement Corp. 0.05% New 409 $205K
Oceanside Advisors LLC 0.16% New 407 $204K
Grassi Investment Management 0.02% New 406 $203K
Legacy Financial Group, Inc. 0.08% New 403 $202K
Birchcreek Wealth Management, LLC 0.11% New 403 $202K
Seneca Financial Advisors LLC 0.10% New 403 $201K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -43.1% 402 $201K
Orion Capital Management LLC 0.11% No change 402 $201K
Wells Financial Advisors INC 0.13% No change 400 $200K
General Partner, Inc. 0.13% No change 400 $200K
JGP Wealth Management, LLC 0.03% New 400 $200K
Two Sigma Securities, LLC 0.01% Reduce -76.9% 400 $200K
Powell Investment Advisors, LLC 0.10% No change 387 $194K
Financial Gravity Asset Management, Inc. 0.05% Reduce -2.8% 388 $194K
Providence Capital Advisors, LLC 0.04% Add +3.7% 388 $194K
Insight Inv LLC 0.17% No change 385 $193K
Westwind Capital 0.05% Add +2706.5% 10,805 $193K
Knights of Columbus Asset Advisors LLC 0.01% Reduce -40.7% 379 $190K
American National Bank & Trust 0.02% Add +104.0% 357 $179K
Banque Cantonale Vaudoise 0.01% Reduce -2.8% 354 $177K
St Germain D J Co. Inc. 0.01% No change 349 $175K
West Branch Capital LLC 0.06% No change 345 $172K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 341 $171K
IFS Advisors, LLC 0.14% Add +0.6% 330 $165K
Deane Retirement Strategies, Inc. 0.08% New 321 $161K
Family Firm, Inc. 0.04% New 321 $160K
Sugarloaf Wealth Management, LLC 0.03% Reduce -32.9% 320 $160K
Trust Co 0.02% Reduce -25.6% 320 $160K
WR Wealth Planners, LLC 0.05% Reduce -16.9% 315 $158K
Capital Investment Counsel, Inc 0.02% Add +19.2% 310 $155K
Mowery & Schoenfeld Wealth Management, LLC 0.22% No change 308 $154K
Capital Advisors, Ltd. LLC 0.02% No change 301 $151K
Arcadia Investment Management Corp. 0.03% No change 301 $150K
Breakwater Investment Management 0.07% Add +0.7% 292 $146K
Versant Capital Management, Inc 0.04% No change 290 $145K
Keener Financial Planning LLC 0.09% No change 284 $142K
Elgethun Capital Management 0.04% Reduce -1.4% 282 $141K
Stuart Chaussee & Associates, Inc. 0.04% No change 281 $141K
Field & Main Bank 0.05% New 270 $135K
WFA Asset Management Corp 0.08% Add +7.2% 269 $134K
Davis Capital Management 0.12% Add +117.1% 267 $134K
Clarity Asset Management, Inc. 0.09% No change 264 $132K
Wit, LLC 3.91% No change 259 $130K
American Capital Advisory, LLC 0.09% Add +94.0% 293 $128K
AllSquare Wealth Management LLC 0.08% Add +8.9% 256 $128K
Optimum Investment Advisors 0.06% No change 255 $128K
Nvwm, LLC 0.03% Reduce -60.0% 251 $126K
Grayhawk Investment Strategies Inc. 0.57% No change 250 $125K
Baldwin Wealth Partners LLC 0.01% No change 246 $123K
Spectrum Wealth Counsel, LLC 0.02% Reduce -15.5% 245 $123K
Transcendent Capital Group LLC 0.07% No change 242 $121K
Rowlandmiller & Partners.adv 0.03% Reduce -8.2% 235 $118K
Jackson Hole Capital Partners, LLC 0.03% No change 230 $115K
Chelsea Counsel Co. 0.06% Add +28.1% 228 $114K
Blue Chip Partners, LLC 0.01% New 222 $111K
Burkett Financial Services, LLC 0.06% Reduce -3.1% 220 $110K
REAP Financial Group, LLC 0.03% No change 218 $109K
PFS Partners, LLC 0.07% No change 214 $107K
Oakworth Capital, Inc. 0.01% No change 212 $106K
Game Plan Financial Advisors, LLC 0.06% No change 206 $103K
TruNorth Capital Management, LLC 0.03% No change 203 $102K
Gold Investment Management Ltd. 0.04% No change 199 $100K
Horizon Financial Services, LLC 0.06% No change 187 $94K
Bank & Trust Co 0.07% — 172 $86K
Joseph Group Capital Management 0.04% No change 166 $83K
CNB Bank 0.04% Reduce -5.8% 164 $82K
Goodman Advisory Group, LLC 0.02% No change 159 $80K
Byrne Asset Management LLC 0.07% No change 155 $78K
Founders Capital Management 0.05% No change 155 $78K
Woodard & Co. Asset Management Group Inc. 0.02% No change 155 $78K
Frazier Financial Advisors, LLC 0.06% Add +7500.0% 152 $76K
Acima Private Wealth, LLC 0.03% No change 150 $75K
CarsonAllaria Wealth Management, Ltd. 0.05% No change 149 $75K
Element Wealth, LLC 0.04% Add +55.8% 148 $74K
Register Financial Advisors LLC 0.04% Reduce -0.7% 139 $70K
West Oak Capital, LLC 0.03% New 136 $68K
PFC Capital Group, Inc. 0.03% No change 136 $68K
Oliver Lagore Vanvalin Investment Group 0.02% Add +2440.0% 127 $64K
Bellevue Asset Management, LLC 0.04% Add +1.6% 127 $64K
Mechanics Financial Corp 0.03% New 126 $63K
Gilliland Jeter Wealth Management LLC 0.02% No change 124 $62K
Painted Porch Advisors LLC 0.03% New 123 $62K
Hexagon Capital Partners LLC 0.01% Add +480.9% 122 $61K
Criterion Capital Advisors, LLC 0.04% No change 121 $61K
Costello Asset Management, INC 0.04% No change 111 $56K
Wagner Wealth Management, LLC 0.02% New 105 $53K
Elevation Wealth Partners, LLC 0.02% Add +19.8% 103 $52K
CGC Financial Services, LLC 0.02% Reduce -16.5% 101 $51K
Windsor Advisory Group, LLC 0.10% New 100 $50K
Abich Financial Wealth Management LLC 0.03% New 100 $50K
Provident Wealth Management, LLC 0.02% No change 99 $50K
Compass Wealth Management LLC 0.01% Add +444.4% 98 $49K
Aspire Private Capital, LLC 0.01% No change 97 $49K
Creekmur Asset Management LLC 0.01% Add +9.5% 92 $46K
Investors Research Corp 0.01% Add +8800.0% 89 $45K
Eukles Asset Management 0.02% No change 87 $44K
Aberdeen Wealth Management LLC 0.03% No change 85 $43K
Chesapeake Asset Management LLC 0.04% Add +58.8% 81 $41K
Zeit Capital LLC 0.03% No change 80 $40K
Garland Capital Management Inc. 0.03% No change 72 $36K
RE Dickinson Investment Advisors, LLC 0.02% Add +44.9% 71 $36K
Financial Network Wealth Advisors LLC 0.03% New 70 $35K
Opal Wealth Advisors, LLC 0.01% Reduce -93.6% 68 $34K
Motco 0.00% No change 68 $34K
Matrix Private Capital Group LLC 0.02% No change 61 $31K
Atwood & Palmer Inc. 0.00% No change 61 $30K
AlphaMark Advisors, LLC 0.01% Reduce -36.0% 57 $29K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $29K
SIMA Wealth Partners, LLC 0.03% — 54 $27K
Bull Oak Capital, LLC 0.02% Reduce -23.2% 53 $27K
Redwood Wealth Management Group, LLC 0.02% New 50 $25K
Elevate Wealth Advisory, Inc. 0.02% Reduce -39.5% 49 $25K
Aspect Partners, LLC 0.01% No change 48 $24K
Centennial Bank 0.01% New 47 $24K
Naples Money Management LLC 0.02% No change 41 $21K
Cordant, Inc. 0.01% No change 40 $20K
Camelot Portfolios, LLC 0.01% New 40 $20K
Macroview Investment Management LLC 0.02% No change 38 $19K
Thompson Investment Management, Inc. 0.00% Add +35.7% 38 $19K
SouthState Bank Corp 0.00% No change 38 $19K
Horrell Capital Management, Inc. 0.01% No change 38 $19K
Milestone Investment Advisors LLC 0.00% Add +8.8% 37 $19K
Raleigh Capital Management Inc. 0.01% No change 36 $18K
Delos Wealth Advisors, LLC 0.01% No change 30 $15K
Accent Capital Management, LLC 0.01% New 30 $15K
Friedenthal Financial 0.01% No change 30 $15K
Bare Financial Services, Inc 0.01% No change 28 $14K
McClarren Financial Advisors, Inc. 0.11% Add +132.1% 54,014 $12K
Kozak & Associates, Inc. 0.00% No change 23 $12K
Cultivar Capital, Inc. 0.01% New 22 $11K
PFG Private Wealth Management, LLC 0.01% Add +1900.0% 20 $10K
Centerpoint Advisors, LLC 0.00% New 18 $9K
Valued Wealth Advisors LLC 0.01% New 17 $9K
Central Pacific Bank - Trust Division 0.00% No change 17 $9K
Penserra Capital Management LLC 0.00% No change 16 $8K
Voisard Asset Management Group, Inc. 0.00% No change 15 $8K
Lummis Asset Management, LP 0.01% No change 14 $7K
Sound Financial Strategies Group, LLC 0.01% New 13 $7K
Robbins Farley 0.00% No change 12 $6K
Winch Advisory Services, LLC 0.00% New 12 $6K
Rice Partnership, LLC 0.00% No change 12 $6K
Maryland Capital Advisors Inc. 0.00% No change 11 $6K
MGB Wealth Management, LLC 0.00% No change 10 $5K
ZynergyRetirementPlanningLLC 0.00% — 10 $5K
Fairfield Financial Advisors, LTD 0.00% — 9 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $5K
Bay Harbor Wealth Management, LLC 0.00% No change 8 $4K
Contravisory Investment Management, Inc. 0.00% No change 8 $4K
Slocum, Gordon & Co LLP 0.00% No change 7 $4K
SJS Investment Consulting Inc. 0.00% New 7 $4K
Richard W. Paul & Associates, LLC 0.00% Reduce -14.3% 6 $3K
Gould Capital, LLC 0.00% New 6 $3K
Loomis Sayles & Co. L P 0.00% No change 5 $3K
Westend Capital Management, LLC 0.00% New 5 $3K
Nordwand Advisors, LLC 0.00% No change 5 $3K
Covestor Ltd 0.00% No change 3 $2K
Briaud Financial Planning Inc 0.00% No change 5 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 3 $2K
Legend Financial Advisors, Inc. 0.00% New 3 $2K
PEAK6 Investments LLC 0.00% Reduce -99.6% 3 $1K
Redmont Wealth Advisors LLC 0.00% No change 2 $1K
Lowe Wealth Advisors, LLC 0.00% No change 2 $1K
Transamerica Financial Advisors, LLC 0.00% No change 1 $1K
Wellington Shields & Co., LLC 0.00% No change 1 $500
NewSquare Capital LLC 0.00% No change 1 $435

"% 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.