Vanguard S&P 500 ETFVOOETF

13F holders, Q4 2024 (December 31)
3,326holders +394
166new positions
78sold out
8famous investors
$538.58avg. 13F price*

At the end of Q4 2024, 3,326 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 394 from Q3 2024. 166 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($17.5B), Raymond James Financial Inc. ($14.2B) and Bank of America Corp. ($12.9B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and Ken Griffin (0.2% of Citadel Advisors'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions166$13.0B
Exits78$2.4B

All 13F filers, Q3 2024 → Q4 2024: 52,164,570 shares bought and 10,769,238 shares sold, net +41,395,332 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,326 holders

Vanguard Group Inc. 0.31% Add +8.4% 32,517,360 $17.5B
Raymond James Financial Inc. 5.26% — 26,415,302 $14.2B
Bank of America Corp. 1.19% Add +2.2% 23,912,537 $12.9B
JPMorgan Chase & Co. 1.01% Reduce -1.4% 23,582,637 $12.7B
Morgan Stanley 0.86% Add +3.6% 22,807,505 $12.3B
California Public Employees Retirement System 6.16% New 17,080,007 $9.2B
Goldman Sachs Group Inc. 1.33% Add +5.0% 12,851,773 $6.9B
Envestnet Asset Management Inc. 2.13% Reduce -3.6% 12,302,689 $6.6B
Jones Financial Companies LLLP 4.81% Add +3.3% 9,387,695 $5.1B
Acorns Advisers, LLC 42.55% Add +0.1% 8,148,052 $4.4B
LPL Financial LLC 1.19% Add +22.1% 5,436,603 $2.9B
Wells Fargo & Company 0.66% Add +10.7% 5,084,100 $2.7B
Ameriprise Financial Inc. 0.65% Add +16.6% 4,694,901 $2.5B
Royal Bank of Canada 0.53% Add +37.1% 4,559,601 $2.5B
Kedalion Capital Management LLP 98.32% — 4,500,279 $2.4B
Mercer Global Advisors Inc. 5.23% Reduce -4.3% 3,981,647 $2.1B
UBS Group AG 0.46% Add +12.4% 3,847,453 $2.1B
Cerity Partners LLC 4.26% Add +5.0% 3,646,211 $2.0B
Bank of New York Mellon Corp 0.34% Add +139.9% 3,402,904 $1.8B
Assetmark, Inc. 4.59% Reduce -0.4% 3,139,131 $1.7B
National Mutual Insurance Federation of Agricultural Cooperatives 13.51% No change 2,925,650 $1.6B
Mirae Asset Global Investments Co., Ltd. 5.64% Add +13.8% 2,551,834 $1.4B
E-L Financial Corp Ltd 100.00% Reduce -0.0% 1,653,561 $1.3B
Capstone Investment Advisors, LLC 15.83% Add +149.7% 2,321,591 $1.3B
Investure, LLC 68.22% Add +20.4% 2,139,030 $1.2B
HighTower Advisors, LLC 1.57% Add +6.0% 2,121,057 $1.1B
Citigroup Inc. 1.10% Reduce -0.3% 2,108,312 $1.1B
Envestnet Portfolio Solutions, Inc. 3.69% Reduce -0.2% 2,094,533 $1.1B
Healthcare of Ontario Pension Plan Trust Fund 2.43% Add +368.4% 2,091,188 $1.1B
Truist Financial Corp. 1.70% Reduce -2.6% 2,006,364 $1.1B
Northwestern Mutual Wealth Management Co. 0.88% Add +10.0% 1,936,330 $1.0B
Cambridge Associates LLC /Ma/ 32.85% Add +62.1% 1,904,550 $1.0B
Cambridge Investment Research Advisors, Inc. 3.33% Add +0.2% 1,851,218 $997.5M
Fisher Asset Management 0.37% Add +2.4% 1,743,203 $939.3M
Pathstone Holdings, LLC 4.05% Add +17.2% 1,701,916 $916.8M
FJ Investments, LLC 85.15% Add +0.6% 1,659,661 $894.2M
United Capital Financial Advisors, LLC 7.55% Reduce -3.4% 1,656,638 $892.6M
Cliftonlarsonallen Wealth Advisors, LLC 16.41% New 1,571,491 $846.7M
Glenmede Trust Co. NA 4.06% Add +6.2% 1,476,785 $795.7M
Bank of Montreal 0.40% Add +42.5% 1,472,106 $793.2M
Focus Partners Wealth 2.05% Add +10.7% 1,463,619 $788.6M
Stifel Financial Corp. 0.82% Add +0.0% 1,456,308 $784.7M
Commonwealth Equity Services, LLC 1.13% Add +7.1% 1,436,758 $774.1M
Trans-Canada Capital Inc. 76.90% — 1,418,181 $764.1M
Angeles Investment Advisors, LLC 36.28% Add +3.3% 1,399,161 $753.9M
Clal Insurance Enterprises Holdings Ltd 6.72% Add +6.0% 1,384,423 $745.9M
JMG Financial Group, Ltd. 24.85% Add +0.3% 1,351,949 $728.4M
Cetera Investment Advisers 1.52% Add +5.9% 1,345,391 $724.9M
Creative Planning 0.66% Add +0.6% 1,262,187 $680.1M
Plante Moran Financial Advisors, LLC 56.37% Add +5.0% 1,259,732 $678.8M
Provida Pension Fund Administrator 13.82% Add +59.6% 1,257,877 $677.8M
Schroder Investment Management Group 0.64% Add +8.3% 1,239,165 $670.4M
Clearstead Advisors, LLC 9.62% Add +2.4% 1,173,138 $632.1M
Corient Private Wealth LP 1.05% Reduce -30.3% 1,243,080 $632.0M
Wealthspire Advisors, LLC 6.27% Add +0.7% 1,171,516 $631.2M
Charles Schwab Investment Management Inc. 0.12% Reduce -2.1% 1,157,704 $623.8M
Geller Advisors LLC 40.84% Add +8.1% 1,153,704 $621.6M
Rockefeller Capital Management L.P. 1.59% Add +3.9% 1,141,571 $615.1M
Systematic Alpha Investments, LLC 22.48% No change 1,132,544 $610.2M
Manufacturers Life Insurance Company, The 0.50% Add +0.7% 1,057,742 $569.9M
Pandi, LLC 85.01% — 1,055,926 $568.9M
Captrust Financial Advisors 1.58% Reduce -7.6% 1,024,940 $552.2M
FFT Wealth Management LLC 39.68% Reduce -3.5% 977,070 $526.5M
Cerity Partners OCIO LLC 34.15% New 955,879 $515.0M
Nicholas Hoffman & Company, LLC. 20.45% Add +8.6% 948,720 $511.2M
Call To Action Foundation 100.00% Add +0.6% 905,775 $488.0M
GenTrust, LLC 21.23% Add +14.1% 905,181 $487.7M
Alliancebernstein L.P. 0.16% Add +24.1% 898,506 $484.1M
Osaic Holdings, Inc. 1.07% Add +25.5% 1,035,905 $477.0M
Baird Financial Group, Inc. 0.91% Reduce -1.7% 878,867 $473.5M
Analyst IMS Investment Management Services Ltd. 17.31% Reduce -0.2% 877,848 $473.0M
CHURCHILL MANAGEMENT Corp 5.14% Reduce -0.2% 874,652 $471.3M
Macquarie Group Ltd. 0.56% Add +28.9% 849,853 $457.9M
Bessemer Group Inc. 0.72% Reduce -0.6% 820,280 $442.0M
Tiaa Trust, National Association 1.34% Reduce -1.7% 819,744 $441.7M
Diversified Trust Co. 10.68% Add +0.5% 813,178 $438.1M
Wealth Enhancement Advisory Services, LLC 0.83% Add +4.2% 800,436 $431.3M
Janus Henderson Group PLC 0.21% Add +90.7% 775,146 $417.7M
Kensington Asset Management, LLC 23.93% Reduce -21.8% 757,614 $408.2M
Mariner, LLC 0.69% Add +0.6% 757,409 $408.1M
CIBC Private Wealth Group LLC 0.73% Add +2.7% 740,112 $401.2M
Teacher Retirement System of Texas 1.45% Add +19.9% 744,259 $401.0M
Neuberger Berman Group LLC 0.32% Reduce -1.0% 742,170 $399.9M
Sumitomo Mitsui Financial Group, Inc. 5.31% Add +4449.7% 736,089 $398.2M
CIBC Asset Management Inc 1.28% Reduce -3.3% 722,007 $389.0M
Wealthfront Advisers LLC 1.13% Add +12.0% 718,286 $387.0M
Nepc LLC 10.27% Add +18.8% 709,881 $382.5M
Citizens Financial Group Inc. 7.33% Reduce -3.6% 697,910 $376.0M
Fifth Third Bancorp 1.31% Reduce -6.6% 670,115 $361.1M
MML Investors Services, LLC 1.24% Add +8.3% 665,703 $358.7M
TRB Advisors LP 58.28% Reduce -7.1% 650,000 $350.2M
Texas Capital Bank Wealth Management Services Inc 35.20% Reduce -1.7% 638,732 $344.2M
Natixis Advisors, LLC 0.64% Add +14.4% 633,832 $341.5M
Hollencrest Capital Management 13.74% Reduce -0.0% 632,245 $340.7M
Sagespring Wealth Partners, LLC 8.85% — 653,408 $335.3M
New York Life Insurance Co. 63.53% Add +16.4% 618,647 $333.3M
OMERS ADMINISTRATION Corp 2.91% New 618,127 $333.1M
Globe Life Inc. 90.10% Reduce -0.8% 599,183 $322.8M
Wedbush Securities Inc. 11.43% Add +2.0% 594,396 $320.3M
Keybank National Association 1.17% Add +1.2% 567,320 $305.7M
Sun Life Financial Inc. 16.78% Reduce -1.8% 558,474 $300.9M
MCF Advisors LLC 20.82% Reduce -7.5% 550,563 $296.6M
Beacon Pointe Advisors, LLC 3.27% Add +5.8% 546,796 $294.6M
Valmark Advisers, Inc. 4.51% Reduce -2.6% 539,217 $290.5M
Bokf, NA 4.88% Add +488.7% 540,912 $288.8M
Alaska Permanent Fund Corp 4.28% Add +46874.1% 535,035 $288.3M
Northwestern Mutual Investment Management Company, LLC 6.37% Reduce -8.3% 534,556 $288.0M
Kestra Advisory Services, LLC 1.58% Add +23.7% 534,551 $288.0M
BlackRock, Inc. 0.01% Add +145.3% 532,326 $286.8M
Center for Financial Planning, Inc. 37.83% Reduce -0.0% 526,091 $283.5M
Acropolis Investment Management, LLC 16.64% Reduce -0.4% 523,242 $281.9M
Menora Mivtachim Holdings LTD. 1.77% Add +2627.0% 523,233 $281.9M
Partners Capital Investment Group, LLP 7.71% Reduce -36.4% 519,543 $279.9M
State of Tennessee, Department of Treasury 1.01% Reduce -5.3% 515,009 $277.5M
JBF Capital, Inc. 47.02% No change 509,121 $274.3M
Old National Bancorp 6.48% Add +2.0% 507,298 $273.3M
Fiera Capital Corp 0.85% Add +0.8% 499,775 $269.3M
Liquid Strategies, LLC 54.87% Add +22.7% 494,570 $266.5M
Adventist Health System/ West 40.88% New 490,500 $264.3M
First Manhattan Co. Llc. 0.77% Add +1.0% 487,817 $262.8M
Sand Hill Global Advisors, LLC 11.10% Reduce -7.0% 486,952 $262.4M
NewEdge Advisors, LLC 1.58% Reduce -3.7% 486,563 $262.2M
US Bancorp \de 0.34% Reduce -0.6% 485,738 $261.7M
BOK Financial Private Wealth, Inc. 18.91% Add +7.1% 483,192 $260.3M
Karpus Management, Inc. 7.44% Add +1.4% 467,068 $251.7M
LGL Partners, LLC 36.36% Add +0.6% 464,925 $250.5M
M&T Bank Corp 0.84% Add +0.7% 462,417 $249.2M
Northeast Financial Consultants Inc 10.50% Add +1.9% 462,099 $249.0M
Steward Partners Investment Advisory, LLC 2.20% Add +10.4% 459,751 $247.7M
Barclays PLC 0.12% Reduce -4.0% 458,269 $246.9M
Stratos Wealth Partners, LTD. 3.43% Reduce -3.4% 445,830 $240.2M
Constellation Investments, Inc. 10.89% — 444,000 $239.2M
Cresset Asset Management, LLC 1.10% Add +3.8% 425,003 $229.0M
Smithfield Trust Co 11.33% Reduce -1.0% 422,048 $227.4M
Nissay Asset Management Corp. /Japan 1.37% No change 410,649 $224.7M
FMR LLC 0.01% Add +8.4% 412,478 $222.2M
Allspring Global Investments Holdings, LLC 0.34% Add +8.5% 397,182 $214.0M
Moneta Group Investment Advisors LLC 2.98% Add +6.5% 395,201 $212.9M
Lincoln National Corp. 6.72% New 387,696 $208.9M
Janney Montgomery Scott LLC 0.57% Add +20.3% 382,679 $206.2M
SBI Securities Co., Ltd. 6.34% — 382,027 $205.8M
Robertson Stephens Wealth Management, LLC 7.13% Add +9.3% 371,333 $200.1M
Voloridge Investment Management, LLC 0.71% New 370,000 $199.4M
Northern Trust Corp. 0.03% Add +4.4% 368,773 $198.7M
Steel Grove Capital Advisors, LLC 27.99% Reduce -6.8% 367,790 $198.2M
Invictus Private Wealth, LLC 14.99% Add +4.3% 366,082 $197.2M
Thrivent Financial for Lutherans 0.38% Reduce -0.4% 359,247 $197.1M
Fusion Family Wealth, LLC 18.00% Add +3.9% 364,285 $196.3M
Welch Capital Partners LLC 42.33% Reduce -0.1% 363,818 $196.0M
Sanctuary Advisors, LLC 1.24% Reduce -3.6% 352,242 $196.0M
AE Wealth Management LLC 1.66% Reduce -3.6% 363,064 $195.6M
Itau Unibanco Holding S.A. 6.09% Reduce -5.8% 361,945 $195.0M
Axis Capital Holdings Ltd. 83.93% No change 360,441 $194.2M
Keel Point, LLC 15.54% Add +5.8% 360,055 $194.0M
American Trust 14.71% Add +1.6% 358,751 $193.3M
Trajan Wealth LLC 10.68% Reduce -4.0% 357,846 $192.8M
Pinnacle Financial Partners Inc 3.89% Reduce -0.3% 359,180 $192.0M
Powers Capital, LLC 99.12% — 350,822 $189.0M
Regions Financial Corp. 1.38% Add +0.6% 349,672 $188.4M
Allianz Asset Management GmbH 0.27% Reduce -1.8% 347,161 $187.1M
Blue Trust, Inc. 2.38% Reduce -6.2% 345,413 $186.1M
Merit Financial Group, LLC 3.34% Reduce -29.7% 344,955 $185.9M
Sterling Capital Management LLC 2.51% Add +0.1% 338,793 $182.5M
Wellington Management Group LLP 0.03% Add +294.2% 337,264 $181.7M
Coldstream Capital Management Inc. 3.87% Add +11.3% 336,579 $181.4M
Savant Capital, LLC 1.38% Add +3.3% 325,626 $175.5M
Ieq Capital, LLC 1.69% Add +4.4% 324,125 $174.6M
Harbour Investments, Inc. 5.01% Add +16.9% 323,755 $174.4M
Bartlett & Co. Wealth Management LLC 2.47% Add +0.6% 315,976 $170.3M
First American Financial Corp 57.43% No change 310,931 $167.5M
OneDigital Investment Advisors LLC 1.93% Reduce -1.0% 309,232 $166.6M
Citadel Advisors 0.16% Reduce -43.3% 307,052 $165.4M
Monashee Investment Management LLC 22.90% Add +4.9% 305,810 $164.8M
Sageworth Trust Co 10.13% Add +6.7% 304,234 $163.9M
GeoWealth Management, LLC 5.33% Add +19.7% 302,477 $163.0M
Fairfield University 86.07% Add +32.5% 298,674 $160.9M
Brown Advisory Inc. 0.20% Add +3.4% 298,350 $160.8M
West Virginia University Foundation, Inc 55.71% — 297,541 $160.3M
Private Advisor Group, LLC 0.90% Reduce -1.2% 296,572 $159.8M
Lockheed Martin Investment Management Co. 6.33% Add +66.3% 294,800 $158.8M
Edge Capital Group, LLC 7.08% Add +0.8% 294,592 $158.7M
Albion Financial Group 10.82% Reduce -2.5% 293,297 $158.0M
Glassman Wealth Services 26.35% Reduce -0.3% 290,642 $156.6M
Taiyo Life Insurance Co. 12.67% No change 290,100 $156.3M
Makena Capital Management LLC 24.90% New 284,856 $153.5M
Victory Capital Management Inc. 0.15% Reduce -0.6% 283,963 $153.0M
Human Investing LLC 27.02% Add +3.5% 282,786 $152.4M
Wescott Financial Advisory Group, LLC 15.71% Add +1.9% 281,434 $151.6M
Liberty Mutual Group Asset Management Inc. 35.85% New 279,500 $150.6M
IMC-Chicago, LLC 4.08% New 277,943 $149.8M
Greenwood Gearhart LLC 10.25% Add +10.8% 275,872 $148.6M
First Western Trust Bank 6.82% Reduce -11.0% 274,082 $147.7M
Zhang Financial LLC 8.43% Add +8.1% 273,183 $147.2M
Hardy Reed LLC 12.88% Reduce -0.7% 271,285 $146.2M
DAVENPORT & Co LLC 0.86% Add +17.0% 270,762 $145.9M
Opus Capital Group, LLC 18.47% Reduce -2.8% 269,877 $145.4M
Larson Financial Group LLC 7.43% Add +13.8% 266,228 $143.4M
Alerus Financial NA 10.86% Reduce -4.9% 263,252 $141.8M
Litman Gregory Wealth Management LLC 12.29% Add +6.6% 263,167 $141.8M
Forvis Mazars Wealth Advisors, LLC 3.22% Reduce -0.8% 259,509 $139.8M
Federation des caisses Desjardins du Quebec 0.71% Add +13.5% 257,818 $138.9M
Ancora Advisors LLC 3.07% Reduce -0.4% 255,375 $137.6M
Blair William & Co. 0.40% Add +6.2% 255,034 $137.4M
Korea Investment CORP 0.32% No change 252,398 $136.0M
Millburn Ridgefield LLC 3.38% Add +5.1% 250,759 $135.1M
Catalyst Capital Advisors LLC 2.88% Add +5.1% 250,759 $135.1M
Allen Investment Management, LLC 1.55% Add +2.1% 249,158 $134.2M
Venturi Wealth Management, LLC 6.59% Add +10.3% 248,751 $134.0M
Lutz Financial Services LLC 10.79% Reduce -0.9% 247,736 $133.5M
Gleason Group, Inc. 23.43% Add +4.7% 247,411 $133.3M
William Marsh Rice University 61.28% New 244,709 $131.9M
ALM First Financial Advisors, LLC 31.13% No change 295,740 $131.7M
Farther Finance Advisors, LLC 4.76% Reduce -2.7% 244,235 $131.6M
Bogart Wealth, LLC 6.21% Add +0.2% 242,977 $130.9M
Bank Julius Baer & Co. Ltd, Zurich 0.40% Add +8.5% 226,044 $130.9M
Equitable Trust Co. 7.28% New 241,958 $130.4M
Hancock Prospecting Pty Ltd 9.72% — 239,645 $129.1M
Betterment LLC 0.31% Add +1.6% 238,785 $128.7M
World Investment Advisors 3.53% Add +8.4% 238,549 $128.5M
Chicago Partners Investment Group LLC 4.25% Reduce -1.9% 235,476 $127.7M
GoalVest Advisory LLC 34.85% Add +2.5% 235,839 $127.1M
Cwm, LLC 0.53% Add +212.3% 234,818 $126.5M
Atria Wealth Solutions, Inc. 1.39% Reduce -2.5% 234,456 $126.3M
Prime Capital Investment Advisors, LLC 1.83% Reduce -3.5% 233,662 $125.9M
Equitable Holdings, Inc. 1.20% Add +1.1% 233,305 $125.7M
Intrust Bank NA 12.72% Reduce -5.4% 232,965 $125.5M
Global Wealth Strategies & Associates 37.85% Add +1.4% 224,531 $121.0M
Peapack Gladstone Financial Corp. 1.75% Add +6.8% 224,342 $120.9M
Townsquare Capital LLC 1.36% Add +24.3% 222,848 $120.1M
Condor Capital Management 10.49% Add +1.8% 220,838 $119.0M
Wiser Wealth Management, Inc 33.35% Add +0.3% 220,533 $118.8M
D.A. Davidson & Co. 0.96% Add +1.4% 219,652 $118.4M
Country Trust Bank 2.94% Reduce -0.5% 218,540 $117.8M
Southern Farm Bureau Life Insurance 16.70% Add +26.0% 218,225 $117.5M
Arrow Financial Corp 11.08% Add +3.1% 216,555 $116.7M
Yarbrough Capital, LLC 4.48% No change 216,447 $116.6M
One Day In July LLC 12.21% Reduce -0.2% 216,187 $116.5M
Lido Advisors, LLC 0.71% Add +10.0% 209,940 $113.1M
Steele Capital Management, Inc. 5.80% Add +1.4% 206,595 $111.3M
United Services Automobile Association 3.57% Reduce -2.7% 203,358 $109.6M
Lake Street Advisors Group, LLC 4.92% Add +3.3% 197,915 $106.6M
AMG National Trust Bank 2.93% Add +18.4% 196,617 $106.4M
Proficio Capital Partners LLC 8.61% Add +20.9% 196,385 $106.1M
Mesirow Financial Investment Management, Inc. 2.10% Add +0.5% 196,605 $105.9M
Arkos Global Advisors 15.29% Add +0.0% 193,458 $104.2M
Agf Management Ltd. 0.51% Add +0.3% 190,475 $102.6M
J. Safra Sarasin Holding AG 1.74% Add +10.5% 189,895 $102.3M
StoneX Group Inc. 5.61% Reduce -0.4% 189,333 $102.0M
Caprock Group, LLC 3.29% Add +4.4% 186,633 $100.6M
Concurrent Investment Advisors, LLC 2.72% Reduce -9.4% 186,157 $100.3M
Avantax Advisory Services, Inc. 0.62% Add +2.2% 182,907 $98.6M
Tectonic Advisors LLC 6.41% Add +2.7% 181,914 $98.0M
Crane Advisory, LLC 17.03% Add +2.0% 178,443 $97.1M
J.W. Cole Advisors, Inc. 3.91% Add +17.1% 179,340 $96.6M
Advisor OS, LLC 11.17% Add +4.4% 179,083 $96.5M
Atria Investments, Inc 1.19% Add +9.8% 178,033 $95.9M
Dechtman Wealth Management, LLC 18.35% Add +11.8% 176,212 $94.9M
Efficient Advisors, LLC 6.10% Reduce -3.0% 175,876 $94.8M
MA Private Wealth 17.58% Add +1.2% 174,492 $94.0M
NorthCoast Asset Management LLC 0.46% Add +10.8% 172,542 $93.0M
Deutsche Bank AG 0.04% Add +66.5% 170,916 $92.1M
Charles Schwab Trust Co 7.83% Reduce -4.5% 169,295 $91.2M
CJM Wealth Advisers, Ltd. 30.63% Reduce -0.8% 168,767 $90.9M
Mill Creek Capital Advisors, LLC 2.18% Reduce -2.8% 168,517 $90.8M
Apollon Wealth Management, LLC 2.09% Add +144.1% 168,495 $90.8M
Sepio Capital, LP 7.25% Reduce -1.1% 168,115 $90.6M
RFG Holdings, Inc. 29.95% Add +3.6% 167,209 $90.2M
Grove Bank & Trust 12.46% Add +9.4% 166,593 $89.8M
Mayport, LLC 26.34% Add +7.0% 165,887 $89.4M
Wedmont Private Capital 4.70% Add +9.1% 166,673 $89.0M
MJP Associates Inc. 15.83% Add +3.5% 163,486 $88.1M
Standpoint Asset Management, LLC 16.97% No change 163,400 $88.0M
Clarius Group, LLC 5.98% Add +2.8% 162,564 $87.6M
RMR Wealth Builders 8.97% Add +6.8% 161,037 $86.8M
Conrad Siegel Investment Advisors, Inc. 23.33% Add +0.9% 160,706 $86.6M
Bell Bank 6.34% Add +87.9% 158,072 $85.2M
Affiance Financial, LLC 20.27% Add +0.7% 157,257 $84.7M
WestHill Financial Advisors, Inc. 18.81% Add +1.6% 155,827 $84.0M
HB Wealth Management, LLC 0.86% Add +2.5% 155,198 $83.6M
Ironclad Investments LLC 48.71% No change 154,558 $83.3M
SilverOak Wealth Management LLC 17.91% Add +1.0% 154,495 $83.2M
Aspiriant, LLC 2.95% Reduce -1.1% 151,599 $81.7M
Orion Porfolio Solutions, LLC 0.81% Add +37.5% 150,406 $81.0M
Orion Portfolio Solutions, LLC 0.81% Add +37.5% 150,406 $81.0M
Stephens Consulting, LLC 20.24% Add +0.6% 149,748 $80.7M
Brighton Securities Corp. 39.08% — 149,238 $80.4M
Strategic Investment Advisors / MI 8.53% Add +6.8% 149,007 $80.3M
WASHINGTON TRUST Co 2.88% Add +3.1% 148,813 $80.2M
Stordahl Capital Management, Inc. 18.89% Reduce -3.2% 148,250 $79.9M
EP Wealth Advisors, LLC 0.65% Add +53.6% 146,996 $79.2M
Choreo, LLC 1.14% Add +55.2% 146,658 $79.2M
Webster Bank, N. A. 8.47% Add +1.2% 146,203 $78.8M
Circle Wealth Management, LLC 1.68% Add +32.2% 146,027 $78.7M
Trevian Wealth Management LLC 57.57% Add +12.4% 144,871 $78.1M
Evoke Wealth, LLC 2.17% Add +2.4% 144,499 $77.9M
Obermeyer Wealth Partners 4.05% Add +7.1% 144,448 $77.8M
Cambridge Advisors Inc. 17.33% Reduce -4.3% 144,054 $77.6M
Empire Life Investments Inc. 4.87% Add +2.7% 143,918 $77.5M
Compass Financial Group, INC 14.59% Add +3.8% 142,837 $77.0M
Texas Capital Bancshares Inc 30.83% Add +2.9% 142,197 $76.6M
HSBC Holdings PLC 0.05% Reduce -20.4% 141,804 $76.4M
Brass Tax Wealth Management, Inc. 16.05% Reduce -1.0% 141,574 $76.3M
Acorn Financial Advisory Services Inc. 12.50% Add +1.6% 140,746 $75.8M
Means Investment Co., Inc. 7.84% Add +8.7% 139,841 $75.3M
Angeles Wealth Management, LLC 6.19% Add +1.3% 139,483 $75.2M
Warren Street Wealth Advisors, LLC 30.82% Reduce 0.0% 139,371 $75.1M
Comerica Bank 0.30% Add +2.1% 136,753 $73.7M
Privium Fund Management (UK) Ltd 59.82% New 134,382 $73.6M
Evermay Wealth Management LLC 11.05% Reduce -1.8% 135,468 $73.0M
Performa Ltd (US), LLC 25.66% Add +7.1% 135,265 $72.9M
Manning & Napier Advisors LLC 0.82% Add +3.2% 132,916 $71.6M
Daymark Wealth Partners, LLC 3.01% Add +6.9% 132,129 $71.2M
Elwood & Goetz Wealth Advisory Group, LLC 17.34% Add +3.6% 131,938 $71.1M
Francis Financial, Inc. 18.00% Reduce -0.9% 131,496 $70.9M
Jackson Wealth Management, LLC 8.03% Add +40.4% 131,402 $70.8M
Common Fund for Nonprofit Organizations 7.97% Add +54.3% 131,334 $70.8M
M.D. Sass, LLC 5.41% Reduce -11.0% 131,018 $70.6M
Goldstone Financial Group, LLC 11.03% Add +4.5% 130,587 $70.4M
Commerce Bank 0.43% Reduce -2.1% 129,699 $69.9M
Selective Wealth Management, Inc. 28.26% Reduce -0.0% 129,977 $69.6M
Composition Wealth, LLC 1.40% Add +28.2% 128,563 $69.3M
Turtle Creek Wealth Advisors, LLC 15.97% Add +24.1% 128,446 $69.2M
Scott Capital Advisors, LLC 19.84% Reduce -2.1% 129,141 $69.0M
West Financial Advisors, LLC 13.26% Add +498.4% 127,577 $68.7M
Jefferies Financial Group Inc. 0.79% Reduce -10.0% 126,745 $68.3M
National Philanthropic Trust 0.98% Reduce -4.4% 126,390 $68.1M
OneAscent Financial Services LLC 5.79% New 126,361 $68.1M
Secure Asset Management, LLC 10.31% Add +0.1% 126,121 $68.0M
CoreCap Advisors, LLC 3.09% Add +4.5% 126,061 $67.9M
BIP Alliance, LLC 28.65% — 125,728 $67.7M
Wealthcare Advisory Partners LLC 1.88% Reduce -1.7% 125,529 $67.6M
Progeny 3, Inc. 5.36% No change 125,200 $67.5M
Standard Family Office LLC 81.65% No change 125,136 $67.4M
Amtrust Financial Services, Inc. 31.73% No change 124,000 $66.8M
Kestra Private Wealth Services, LLC 1.13% Reduce -3.6% 123,706 $66.7M
Pinion Investment Advisors, LLC 26.38% Add +2.4% 123,047 $66.3M
Bank of Nova Scotia 0.12% Add +0.1% 122,964 $66.2M
PNC Financial Services Group, Inc. 0.04% Add +6.8% 121,258 $65.3M
Perigon Wealth Management, LLC 1.60% Add +7.5% 119,501 $65.0M
Summit Wealth Group, LLC 18.82% Add +1.2% 120,558 $65.0M
American Family Investments, Inc. 3.14% New 120,344 $64.8M
MAI Capital Management 0.48% Add +54.6% 120,045 $64.7M
Franklin, Parlapiano, Turner & Welch, LLC 17.49% Reduce -3.3% 119,978 $64.6M
Jasper Ridge Partners, L.P. 2.05% Add +18.6% 119,935 $64.6M
AQR Capital Management 0.08% Add +93.5% 119,838 $64.6M
Savvy Advisors, Inc. 7.75% Add +24.7% 119,550 $64.4M
Cook Wealth, LLC 30.11% Add +8.8% 114,492 $64.2M
Fiducient Advisors LLC 7.89% Reduce -14.2% 118,637 $63.9M
Daido Life Insurance Co. 7.81% New 118,108 $63.6M
Fortune 45 LLC 41.49% Add +4.4% 117,990 $63.6M
Oldfather Financial Services, LLC 24.00% Reduce -5.2% 116,917 $63.0M
Simon Quick Advisors, LLC 3.77% Add +10.4% 116,894 $63.0M
Vident Advisory, LLC 1.10% Add +69.8% 116,004 $62.5M
Wilmington Savings Fund Society, FSB 1.12% Add +45.3% 115,422 $62.2M
Permanent Capital Management, LP 19.18% — 115,004 $62.0M
Nadler Financial Group, Inc. 6.50% Add +3.1% 114,608 $61.8M
Sierra Capital LLC 7.26% Reduce -5.6% 113,635 $61.2M
Integrated Wealth Concepts LLC 0.71% Add +9.7% 113,074 $60.9M
NorthRock Partners, LLC 1.98% Reduce -9.2% 112,632 $60.7M
Financial Counselors Inc. 0.89% Add +19.3% 112,582 $60.7M
Hirtle & Co., LLC 2.94% Reduce -4.6% 112,553 $60.6M
Fidato Wealth LLC 45.35% Add +0.4% 112,249 $60.5M
Brio Consultants, LLC 9.46% Add +2.9% 112,212 $60.5M
Stephens Inc. 0.84% Add +48.3% 110,984 $59.8M
National Bank of Canada 0.08% Add +29.5% 108,220 $58.3M
McMorgan & Co. LLC 8.92% Reduce -6.8% 106,984 $57.6M
Proffitt & Goodson Inc. 9.48% Add +2.7% 106,062 $57.1M
Rathbones Group PLC 0.27% Add +3.3% 105,402 $56.8M
Jump Financial, LLC 1.22% Reduce -47.8% 104,866 $56.5M
Northeast Investment Management 2.48% Add +35.1% 103,724 $55.9M
Optas, LLC 11.96% Add +0.9% 103,013 $55.5M
AlTi Global, Inc. 1.34% Add +0.5% 102,842 $55.4M
Ballentine Partners, LLC 0.95% Add +1.2% 102,771 $55.4M
Pure Financial Advisors, LLC 1.26% Add +8.5% 102,510 $55.2M
Roundview Capital LLC 3.86% Add +0.3% 102,490 $55.2M
Fragasso Financial Advisors Inc 4.17% Reduce -2.5% 101,551 $54.7M
TradeWell Securities, LLC. 28.30% — 101,412 $54.6M
Lansing Street Advisors 18.67% Add +4.7% 99,444 $53.6M
Allworth Financial LP 0.29% Add +294.9% 95,056 $53.0M
CANADA LIFE ASSURANCE Co 0.09% Reduce -15.8% 98,419 $53.0M
AJ Advisors, LLC 27.39% Add +1.9% 97,970 $52.8M
P/E Global LLC 11.85% New 97,738 $52.7M
Sigma Planning Corp 1.65% Reduce -0.0% 97,625 $52.6M
Mountain Capital Investment Advisors Inc. 10.86% Add +223.1% 95,499 $52.5M
Souders Financial Advisors 7.32% Add +2.3% 97,245 $52.4M
Scotia Capital Inc. 0.27% Add +5.8% 96,759 $52.1M
AmeriServ Wealth Advisors 28.09% — 96,626 $52.1M
SoundView Advisors Inc. 21.43% — 96,455 $52.0M
Safir Wealth Advisors, LLC 39.97% Reduce -0.1% 96,187 $51.8M
&partners 0.62% Add +58.6% 95,179 $51.8M
Beaird Harris Wealth Management, LLC 4.47% Add +7.9% 96,160 $51.8M
Choate Investment Advisors 1.24% Add +0.1% 96,096 $51.8M
Aptus Capital Advisors, LLC 0.61% Add +125.3% 95,789 $51.6M
Fifth Third Securities, Inc. 4.35% Add +6.1% 95,020 $51.2M
Freestone Capital Holdings, LLC 1.76% Reduce -0.9% 94,329 $50.8M
Ciovacco Capital Management LLC 29.00% Add +3.0% 94,135 $50.7M
Twele Capital Management, Inc. 10.68% Reduce -4.9% 93,467 $50.4M
Independent Advisor Alliance 0.67% New 93,189 $50.2M
Cantor Fitzgerald Investment Advisors L.P. 3.46% Reduce -3.3% 92,835 $50.0M
HBK Sorce Advisory LLC 1.51% Reduce -2.3% 92,729 $50.0M
Kearns & Associates LLC 32.22% Reduce -0.2% 92,529 $49.9M
Brookstone Capital Management 0.72% Add +13.5% 91,811 $49.5M
Ocean Park Asset Management, LLC 1.68% Add +157.8% 91,623 $49.4M
Kingsview Wealth Management, LLC 0.96% Add +2.8% 91,096 $49.1M
Hillcrest Wealth Advisors - NY, LLC 23.30% Reduce -0.6% 90,976 $49.0M
Investment Research & Advisory Group, Inc. 20.31% Add +0.9% 90,865 $49.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.02% Add +10.5% 90,637 $48.8M
Level Financial Advisors 17.88% Reduce -4.0% 90,409 $48.7M
Mutual Advisors, LLC 1.40% Reduce -3.8% 88,889 $48.4M
Bailard, Inc. 1.24% Add +40.2% 89,778 $48.4M
Salomon & Ludwin, LLC 5.12% Reduce -3.5% 89,692 $48.3M
Capital Group Private Client Services, Inc. 0.44% Add +3.9% 89,655 $48.3M
Norinchukin Bank, The 1.02% Add +184.2% 89,480 $48.2M
3Chopt Investment Partners, LLC 16.49% Add +1.2% 89,105 $48.0M
Hikari Tsushin, Inc. 3.46% Add +0.6% 88,549 $47.7M
Crestmont Private Wealth LLC 21.38% Add +1.4% 88,191 $47.5M
Kickstand Ventures, Llc. 12.12% Reduce -1.8% 88,073 $47.5M
Advanced Asset Management Advisors Inc 12.41% Reduce -0.2% 87,921 $47.4M
Wit, LLC 1.52% Add +99722.7% 87,844 $47.3M
CFO4Life Group, LLC 8.25% Reduce -0.6% 87,097 $46.9M
David Kennon Inc 18.44% Reduce -0.2% 86,771 $46.8M
Two Sigma Investments, LP 0.11% New 86,600 $46.7M
Trust Co of Tennessee 15.48% Reduce -1.4% 86,312 $46.5M
Sage Mountain Advisors LLC 3.39% Reduce -3.4% 86,115 $46.4M
Hill Island Financial LLC 13.43% Reduce -6.2% 85,310 $46.0M
Fiduciary Trust Co 0.61% Reduce -0.8% 85,295 $46.0M
Summit Financial, LLC 1.61% Add +8.2% 85,085 $45.8M
Gladstone Institutional Advisory LLC 2.12% Add +3.8% 84,965 $45.8M
Ameraudi Asset Management, Inc. 24.78% Add +8.5% 83,320 $44.9M
Dunhill Financial, LLC 20.78% Add +16.4% 82,897 $44.7M
Steph & Co. 15.07% Reduce -6.0% 82,849 $44.6M
Fort Washington Investment Advisors Inc. 0.27% Reduce -0.2% 82,640 $44.5M
Agur Provident & Training Funds Management Ltd. 16.99% Reduce -37.1% 82,425 $44.4M
Sompo Asset Management Co., Ltd. 7.48% Reduce -4.2% 82,143 $44.3M
Crescent Grove Advisors, LLC 4.38% Add +1.0% 81,964 $44.2M
HBW Advisory Services LLC 4.51% Add +3.1% 81,593 $44.0M
Simplicity Wealth,LLC 9.03% Reduce -1.1% 80,376 $43.3M
Taikang Asset Management (Hong Kong) Co Ltd 6.36% No change 80,292 $43.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% No change 80,000 $43.1M
Boyd Wealth Management, LLC 21.25% Reduce -5.7% 79,988 $43.1M
Retirement Planning Group, LLC 2.16% Reduce -8.9% 79,705 $42.9M
Olympus Wealth Management, LLC 15.59% Reduce -3.7% 79,469 $42.8M
Guardian Wealth Advisors, LLC / NC 3.42% Add +189.7% 79,373 $42.8M
Garde Capital, Inc. 2.77% Reduce -0.0% 77,899 $42.0M
Global Retirement Partners, LLC 1.20% Add +6.0% 77,869 $42.0M
Resolute Advisors LLC 8.41% Add +3.1% 77,419 $41.7M
BCK Partners, Inc. 25.57% Reduce -23.3% 77,417 $41.7M
Ameritas Investment Partners, Inc. 1.35% Reduce -2.5% 77,235 $41.6M
LM Advisors LLC 7.50% Add +5.6% 77,219 $41.6M
Rooted Wealth Advisors, Inc. 16.18% Add +1.7% 76,440 $41.4M
Rwa Wealth Partners, LLC 0.51% Add +15.1% 76,707 $41.3M
Next Level Wealth Planning, LLC 32.49% — 76,639 $41.3M
Liberty Square Wealth Partners LLC 15.01% — 73,343 $41.1M
BNP Paribas Financial Markets 0.03% Add +276.0% 76,288 $41.1M
Modern Wealth Management, LLC 1.53% Add +4.6% 76,139 $41.0M
Galilei Investment Office LLP 20.69% — 77,691 $41.0M
Fiduciary Group, LLC 4.10% Add +1.1% 75,896 $40.9M
ForthRight Wealth Management, LLC 13.52% Reduce -0.2% 75,276 $40.6M
CENTRAL TRUST Co 0.99% Reduce -1.5% 75,195 $40.5M
Retirement Capital Strategies 15.28% Reduce -1.6% 74,863 $40.3M
Strategic Blueprint, LLC 2.39% Add +11.0% 74,450 $40.1M
MBM Wealth Consultants, LLC 11.94% Add +0.6% 74,603 $40.1M
Oak Harvest Investment Services 5.59% Reduce -3.0% 74,364 $40.1M
Sellwood Investment Partners LLC 21.38% — 73,824 $39.8M
Beacon Harbor Wealth Advisors, Inc. 9.24% Add +2.6% 73,661 $39.7M
Essential Planning, LLC. 0.26% Add +5583.0% 73,197 $39.6M
Parisi Gray Wealth Management 12.57% Add +0.2% 73,384 $39.5M
Conquis Financial LLC 40.32% — 73,103 $39.4M
Financial Sense Advisors, Inc. 13.17% Reduce -23.0% 72,749 $39.2M
O'shaughnessy Asset Management, LLC 0.33% Add +52.5% 72,439 $39.0M
Rolek Wealth Management LLC 30.49% — 72,206 $38.9M
TD Private Client Wealth LLC 1.08% Add +1.7% 71,660 $38.6M
West Paces Advisors Inc. 9.41% Add +12.1% 71,550 $38.6M
Greenleaf Trust 0.35% Add +0.1% 71,424 $38.5M
Front Street Capital Management, Inc. 6.67% Reduce -0.7% 71,275 $38.4M
Zurich Insurance Group Ltd 0.31% Add +108.3% 70,941 $38.4M
Fort Point Capital Partners LLC 4.27% Add +4.6% 70,804 $38.1M
TD Waterhouse Canada Inc. 0.30% Add +15.8% 70,132 $37.8M
Arete Wealth Advisors, LLC 2.72% Add +10.8% 69,940 $37.7M
Trek Financial, LLC 2.81% Add +8.2% 69,811 $37.6M
CW Advisors, LLC 0.52% Add +6.9% 69,774 $37.6M
CSS LLC 7.00% Add +0.7% 69,450 $37.4M
Eagle Wealth Strategies LLC 27.01% Reduce -1.0% 69,211 $37.3M
Phillips Financial Management, LLC 2.92% Reduce -1.3% 68,809 $37.1M
Money Concepts Capital Corp. 2.76% Add +0.3% 68,791 $37.1M
Prudential PLC 0.19% Add +71.5% 68,590 $37.0M
Tenon Financial LLC 23.82% Add +0.2% 68,452 $36.8M
Cibc World Market Inc. 0.08% Add +4.3% 67,910 $36.6M
Legacy Financial Group LLC 5.92% Reduce -2.6% 67,879 $36.6M
NWF Advisory Services Inc. 5.35% Add +0.6% 67,812 $36.5M
JDM Financial Group LLC 18.97% Add +0.5% 67,750 $36.5M
Quantinno Capital Management LP 0.36% Add +154.2% 67,672 $36.5M
Avior Wealth Management, LLC 1.33% Add +4.3% 67,574 $36.4M
B.O.S.S. Retirement Advisors, LLC 10.13% Add +339.1% 67,288 $36.3M
SigFig Wealth Management, LLC 1.30% Reduce -0.6% 66,414 $35.9M
EMC Capital Management 20.08% Add +1085.6% 66,368 $35.8M
Associated Banc-Corp 1.08% Add +5.4% 66,336 $35.7M
Pittenger & Anderson Inc. 1.29% Add +1.5% 65,989 $35.6M
Valeo Financial Advisors, LLC 0.99% Add +8.8% 65,656 $35.4M
Landmark Wealth Management, LLC 15.59% Reduce -2.7% 65,268 $35.2M
Oak Root LLC 4.58% Reduce -14.9% 65,262 $35.2M
Kinsale Capital Group, Inc. 9.45% Add +0.6% 65,260 $35.2M
Principal Financial Group Inc. 0.02% Add +12.3% 65,173 $35.1M
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 35.67% Reduce -5.8% 65,142 $35.1M
Franklin Resources Inc. 0.01% Add +5.2% 64,829 $34.9M
Drucker Wealth 3.0, LLC 8.02% Add +32.7% 64,518 $34.8M
Aufman Associates Inc 23.40% Reduce -2.0% 64,340 $34.7M
Redwood Investment Management, LLC 3.36% Add +1.2% 63,945 $34.5M
Sheets Smith Wealth Management 4.19% Add +7.5% 63,738 $34.3M
SVB Wealth LLC 0.64% New 63,585 $34.3M
Moody National Bank Trust Division 3.58% Add +28.5% 63,483 $34.2M
Innovative Wealth Building LLC 30.82% — 63,241 $34.1M
Elevatus Welath Management 11.52% Add +64.2% 62,469 $33.7M
Mather Group, Llc. 0.44% Add +0.5% 62,307 $33.6M
Plancorp, LLC 1.37% Add +5.0% 61,986 $33.4M
R. W. Roge & Company, Inc. 18.02% Reduce -2.1% 61,985 $33.4M
IFG Advisors, LLC 6.61% Add +8.0% 61,720 $33.3M
Avion Wealth 8.54% Reduce -1.8% 61,700 $33.2M
Aspire Capital Advisors LLC 9.49% Add +3.7% 61,600 $33.2M
HUB Investment Partners, LLC 1.39% Reduce -21.5% 61,483 $33.1M
Mitchell McLeod Pugh & Williams Inc. 6.92% Add +10.3% 61,207 $33.0M
University of Chicago 30.80% Reduce -11.0% 60,891 $32.8M
Sage Financial Group Inc. 2.63% Add +3.3% 60,761 $32.7M
Carolinas Wealth Consulting LLC 6.41% Add +7.7% 60,502 $32.6M
Sfm, LLC 22.96% Add +4.6% 60,461 $32.6M
Oppenheimer & Co. Inc. 0.48% Add +5.2% 60,066 $32.4M
Rehmann Capital Advisory Group 2.05% Add +16.2% 60,072 $32.3M
Securian Asset Management, Inc. 0.94% Add +0.9% 59,633 $32.1M
Waverly Advisors, LLC 0.50% Add +16.4% 59,501 $32.1M
Ameritas Advisory Services, LLC 1.11% Add +175.5% 59,406 $32.0M
IFG Advisory, LLC 1.81% Reduce -26.9% 59,278 $31.9M
Geneos Wealth Management Inc. 1.11% Reduce -2.2% 59,077 $31.8M
Intelligent Financial Strategies 17.52% Reduce -0.1% 58,696 $31.6M
Aurelius Family Office LLC 15.93% — 58,594 $31.6M
Evercore Wealth Management, LLC 0.47% Add +4.3% 58,502 $31.5M
Synovus Financial Corp. 0.40% Reduce -45.8% 58,303 $31.4M
First Financial Bankshares Inc 0.68% Add +357.0% 58,303 $31.4M
Leavell Investment Management, Inc. 1.54% Add +3.0% 58,146 $31.3M
Legacy PCG, LLC 22.16% Add +0.3% 57,797 $31.1M
Diversify Advisory Services, LLC 1.70% Add +21.9% 57,841 $30.9M
Concourse Financial Group Securities, Inc. 1.74% Add +2.0% 55,142 $30.7M
Financial Management Professionals, Inc. 3.87% Add +3.3% 56,760 $30.6M
EverSource Wealth Advisors, LLC 1.71% Add +30.8% 56,540 $30.5M
Topsail Wealth Management, LLC 6.50% — 56,494 $30.4M
RFG Advisory, LLC 0.86% Add +1.0% 56,266 $30.3M
BBR Partners, LLC 2.11% Reduce -25.9% 56,136 $30.2M
Charter Oak Capital Management, LLC 2.82% Reduce -2.4% 56,136 $30.2M
Compound Planning, Inc. 1.53% Add +72.4% 56,114 $30.2M
Claro Advisors Inc. 4.09% Add +3.5% 56,029 $30.2M
Bear Mountain Capital, Inc. 11.66% Reduce -1.9% 53,415 $29.9M
Level Four Advisory Services, LLC 1.22% Reduce -8.7% 55,469 $29.9M
Motley Fool Wealth Management, LLC 1.54% Add +63.7% 55,425 $29.8M
Meridian Financial Partners LLC 15.70% Reduce -7.5% 55,195 $29.7M
Clifford Group, LLC 22.52% Add +3.4% 54,843 $29.5M
Foundations Investment Advisors, LLC 0.57% Reduce -0.6% 54,558 $29.4M
Christopher J. Hasenberg, Inc 11.85% Reduce -17.4% 54,545 $29.4M
Fulton Bank, N.A. 1.13% Add +44.7% 54,289 $29.3M
Scarborough Advisors, LLC 4.12% Add +0.1% 54,083 $29.1M
Crestwood Advisors Group, LLC 0.54% Add +5.0% 53,858 $29.0M
Cordgrass Capital Advisors, LLC 8.38% Add +2.7% 53,631 $28.9M
SOA Wealth Advisors, LLC. 5.32% Add +1.1% 53,601 $28.9M
ORG Partners LLC 3.93% Add +1.4% 52,737 $28.4M
Fsa Wealth Partners, Inc. 6.67% Add +18.7% 52,747 $28.4M
Royal Fund Management, LLC 3.08% Reduce -47.7% 52,326 $28.4M
Oxler Private Wealth LLC 9.31% Add +0.2% 52,583 $28.3M
Barings LLC 0.68% Reduce -32.3% 52,541 $28.3M
Integral Investment Advisors, Inc. 9.10% Add +3.0% 52,170 $28.1M
Canton Hathaway, LLC 6.99% Reduce -7.8% 51,955 $28.0M
Trust Co of the South 5.70% Add +0.5% 51,950 $28.0M
QRG Capital Management, Inc. 0.29% Add +7.2% 51,776 $27.9M
Thompson Siegel & Walmsley LLC 0.44% Add +0.8% 51,750 $27.9M
Parsons Capital Management Inc. 1.50% Add +0.3% 51,378 $27.7M
Focus Financial Network, Inc. 1.09% Add +13.1% 51,065 $27.5M
BCS Wealth Management 6.84% New 51,059 $27.5M
EnRich Financial Partners LLC 9.11% Add +0.6% 50,771 $27.4M
GenWealth Group, Inc. 6.21% Reduce -2.6% 50,616 $27.3M
Van Eck Associates Corp. 0.04% Reduce -0.6% 50,553 $27.2M
Sumitomo Life Insurance Co. 0.51% Add +10.0% 50,500 $27.2M
St. Louis Trust Co 3.88% Add +2.4% 50,372 $27.1M
Basso Capital Management, L.P. 23.43% Add +6.4% 50,267 $27.1M
Stratos Wealth Advisors, LLC 1.30% Add +4.7% 50,263 $27.1M
Diana Davis Spencer Foundation 9.44% No change 49,675 $26.8M
PFG Advisors 1.64% Add +13.5% 49,659 $26.8M
First National Bank of Omaha 1.73% Add +2.1% 49,426 $26.6M
Cullen/Frost Bankers, Inc. 0.36% Reduce -2.0% 49,420 $26.6M
Clark Financial Services Group Inc. 20.28% Add +1.6% 49,216 $26.5M
Okabena Investment Services Inc. 7.30% Add +30.4% 48,749 $26.3M
Transform Wealth, LLC 1.46% Add +2034.4% 48,728 $26.3M
Sandy Cove Advisors, LLC 10.30% Reduce -1.9% 48,691 $26.2M
Curated Wealth Partners LLC 2.98% Add +9.0% 48,500 $26.1M
Banco Santander, S.A. 0.31% Reduce -59.4% 48,270 $26.0M
Journey Beyond Wealth, LLC 24.34% — 48,062 $25.9M
First National Bank Sioux Falls 10.96% Add +9.6% 47,777 $25.7M
First Hawaiian Bank 0.84% Reduce -0.1% 47,770 $25.7M
Applied Capital LLC 13.18% Add +0.7% 47,624 $25.7M
First Financial Corp. 11.90% Add +1.3% 47,416 $25.5M
Meiji Yasuda Life Insurance Co 0.48% New 47,018 $25.3M
First Citizens Bank & Trust Co. 0.46% Reduce -1.6% 46,774 $25.2M
Johnson Investment Counsel Inc. 0.24% Add +7.6% 46,317 $25.0M
Promus Capital, LLC 19.04% — 46,091 $24.8M
IFP Advisors, Inc 0.81% Add +8.3% 45,963 $24.8M
Baker Tilly Wealth Management, LLC 9.71% Add +7.2% 45,955 $24.8M
Great Valley Advisor Group, Inc. 0.55% Reduce -22.8% 45,729 $24.6M
KilterHowling LLC 14.05% Add +4.5% 44,257 $24.6M
First Merchants Corp. 0.94% Add +6.6% 45,250 $24.4M
PKO Investment Management Joint-Stock Co 3.02% Add +13.3% 45,058 $24.3M
Canerector Inc. 11.76% — 45,000 $24.2M
Wealth Group Ltd 6.98% Reduce -0.7% 44,839 $24.2M
Capital Management Associates, Inc 9.05% Add +4.5% 44,811 $24.1M
Venture Visionary Partners LLC 1.02% Add +4.2% 44,721 $24.1M
UNIVEST FINANCIAL Corp 1.52% Reduce -5.0% 44,696 $24.1M
Brooklyn FI, LLC 8.01% Add +0.3% 44,682 $24.1M
Ashton Thomas Securities, LLC 6.60% Add +5.9% 44,532 $24.0M
Manchester Capital Management LLC 2.79% Reduce -2.6% 44,529 $24.0M
Retirement Wealth Solutions LLC 20.25% — 44,868 $24.0M
Evanson Asset Management, LLC 1.64% Add +26.4% 44,393 $23.9M
Cascades Capital Asset Management, LLC 13.09% Reduce -2.6% 44,387 $23.9M
Ade, LLC 14.68% Add +3.8% 44,383 $23.9M
Avidian Wealth Enterprises, LLC 1.07% Reduce -0.2% 44,372 $23.9M
Whittier Trust Co. of Nevada Inc. 0.59% Add +0.0% 44,257 $23.8M
Boston Family Office LLC 1.62% Add +47.5% 43,907 $23.7M
Baltimore-Washington Financial Advisors, Inc. 1.23% Add +0.1% 43,849 $23.6M
Nan Shan Life Insurance Co., Ltd. 0.57% Reduce -74.8% 43,750 $23.6M
Cassady Schiller Wealth Management, LLC 8.65% Add +1.7% 43,721 $23.6M
Unconventional Investor, LLC 14.20% Add +10.9% 43,631 $23.5M
Omega Advisors (Leon Cooperman) 0.89% No change 43,593 $23.5M
Argent Trust Co 0.96% Add +27.0% 43,581 $23.5M
Romano Brothers and Company 2.96% Add +0.7% 43,529 $23.5M
Matrix Trust Co 4.06% Reduce -0.9% 43,345 $23.4M
Tompkins Financial Corp. 2.17% Add +19.0% 43,231 $23.3M
Southeast Asset Advisors, LLC 2.86% Reduce -15.6% 43,192 $23.3M
Williams Jones Wealth Management, LLC. 0.28% Reduce -14.5% 43,114 $23.2M
CM Wealth Advisors LLC 7.57% Reduce -5.0% 42,956 $23.1M
CWS Financial Advisors, LLC 7.43% Add +1.2% 42,605 $23.0M
Prospera Financial Services Inc 0.53% Add +28.5% 42,456 $22.9M
Stuart Investment Advisors, Inc. 12.10% Reduce -3.8% 42,067 $22.7M
Bank Hapoalim BM 3.82% Add +4.5% 41,917 $22.6M
Arkadios Wealth Advisors 1.23% Reduce -6.4% 41,789 $22.5M
Freedom Financial Partners LLC 10.80% — 41,570 $22.4M
Trust Co. of Vermont 1.09% Add +87.6% 41,544 $22.4M
Certus Wealth Management, LLC 14.98% Add +0.9% 40,233 $22.4M
Core Wealth Advisors, Inc. 7.37% Reduce -0.2% 41,457 $22.3M
Integrated Advisors Network LLC 1.07% Add +5.1% 41,354 $22.3M
Tritonpoint Wealth, LLC 2.01% Add +0.8% 41,204 $22.2M
High Net Worth Advisory Group LLC 6.20% Add +1.4% 41,187 $22.2M
Rational Advisors, Inc. 2.25% Add +8.7% 41,108 $22.1M
Kingswood Wealth Advisors, LLC 1.66% Add +117.5% 41,008 $22.1M
American Century Companies Inc. 0.01% Add +6.5% 41,000 $22.1M
Belpointe Asset Management LLC 1.33% Reduce -0.5% 42,581 $22.1M
Three Bridge Wealth Advisors, LLC 7.72% Add +21.0% 40,905 $22.0M
Greenbush Financial Group, LLC 11.56% — 40,721 $21.9M
Exencial Wealth Advisors, LLC 0.81% Add +1.8% 40,600 $21.9M
Prosperity Wealth Management, Inc. 9.00% Add +40.1% 40,532 $21.8M
MKT Advisors LLC 9.41% Reduce -3.5% 39,292 $21.6M
First Command Advisory Services, Inc. 0.20% Reduce -3.4% 39,981 $21.5M
Eq LLC 10.10% Add +14.1% 39,909 $21.5M
Verdence Capital Advisors LLC 1.73% Add +0.3% 39,901 $21.5M
Conning Inc. 0.79% Reduce -6.4% 39,804 $21.4M
North Star Investment Management Corp. 1.49% Add +1.6% 39,730 $21.4M
Sound View Wealth Advisors Group, LLC 1.72% Add +2.5% 39,666 $21.4M
Victory Financial Group, LLC 5.61% — 39,585 $21.3M
Headlands Technologies LLC 2.14% Add +80.2% 39,561 $21.3M
SignalPoint Asset Management, LLC 5.18% Add +38.6% 39,506 $21.3M
Beaumont Financial Advisors, LLC 1.59% Reduce -2.0% 39,333 $21.2M
CVA Family Office, LLC 3.34% Reduce -5.3% 39,165 $21.1M
Naples Global Advisors, LLC 1.97% Add +4.1% 39,056 $21.0M
Rialto Wealth Management, LLC 6.94% — 38,999 $21.0M
Sensible Financial Planning & Management, LLC. 4.34% Add +2.5% 38,848 $20.9M
Kathleen S. Wright Associates Inc. 8.72% Add +7.1% 38,842 $20.9M
Bryant Woods Investment Advisors, LLC 10.09% Add +8.2% 38,671 $20.8M
Fairscale Capital, LLC 17.90% Reduce -0.2% 38,597 $20.8M
Members Advisory Group LLC 8.52% Add +343.4% 38,492 $20.8M
Ogorek Anthony Joseph /NY/ 6.60% Add +2.3% 38,483 $20.7M
Strategent Financial, LLC 20.56% — 38,414 $20.7M
Sequoia Financial Advisors, LLC 0.20% Add +1.3% 38,267 $20.6M
Guardian Financial Partners, LLC 12.24% Reduce -2.1% 38,233 $20.6M
Cynosure Group, LLC 3.07% Add +24.0% 38,006 $20.5M
Elm Partners Management LLC 1.40% Add +27.2% 38,028 $20.5M
Verum Partners LLC 5.90% Add +7.6% 37,955 $20.5M
Quotient Wealth Partners, LLC 0.67% Add +7.0% 37,948 $20.4M
Benchmark Wealth Management, LLC 10.04% Add +0.1% 37,851 $20.4M
Riverpoint Wealth Management Holdings, LLC 5.29% Add +1.2% 37,661 $20.3M
Triad Wealth Partners, LLC 7.28% Add +10.5% 37,393 $20.1M
Bowman & Co S.C. 10.44% Add +13.1% 37,302 $20.1M
Cornerstone Wealth Group, LLC 1.64% Add +3.1% 37,183 $20.0M
Parallel Advisors, LLC 0.45% Add +2.6% 37,044 $20.0M
Lakeshore Financial Planning, Inc. 8.48% Add +2.6% 36,890 $19.9M
Family Office Research LLC 8.70% — 36,825 $19.8M
Stanley-Laman Group, Ltd. 2.78% Add +467.2% 36,750 $19.8M
Advisory Services Network, LLC 0.37% Add +12.0% 36,678 $19.8M
Fairway Wealth LLC 8.88% Add +13.2% 36,579 $19.7M
Montag A & Associates Inc. 0.93% Reduce -1.3% 36,306 $19.6M
Joel Adams & Associates, Inc. 17.72% — 36,204 $19.5M
Waldron Private Wealth LLC 0.78% Reduce -2.7% 36,075 $19.4M
Apexium Financial, LP 1.18% Reduce -0.1% 35,953 $19.4M
First National Trust Co 0.72% Reduce -2.0% 35,663 $19.2M
Harbor Advisory Corp. 6.30% Reduce -0.0% 35,595 $19.2M
Pinnacle Bancorp, Inc. 6.21% Add +1.3% 35,437 $19.1M
Stonegate Investment Group, LLC 0.51% Reduce -1.1% 35,260 $19.0M
Spectrum Investment Advisors, Inc. 12.68% Reduce -0.1% 35,251 $19.0M
Howland Capital Management LLC 0.83% Add +9.9% 35,214 $19.0M
Wheelhouse Advisory Group LLC 11.26% Add +3.4% 35,201 $19.0M
Joel Isaacson & Co., LLC 0.85% Add +23.1% 35,193 $19.0M
Marshall Financial Group Inc. 5.77% Add +0.1% 35,061 $18.9M
TruWealth Advisors, LLC 1.14% Add +1.4% 35,059 $18.9M
Fort Vancouver Investment Management, LLC 15.98% Add +1.8% 34,950 $18.8M
Synergy Investment Management, LLC 8.06% — 34,800 $18.8M
waypoint wealth counsel 12.21% Add +3.7% 34,728 $18.7M
O'Connor Financial Group LLC 9.76% Add +6.3% 34,646 $18.7M
Moulton Wealth Management, Inc. 14.33% Add +12.7% 34,637 $18.7M
Brighton Jones LLC 0.54% Add +6.5% 34,524 $18.6M
Highline Wealth Partners LLC 6.05% Add +6.8% 34,349 $18.5M
Farmers & Merchants Investments Inc. 0.58% Reduce -1.0% 34,320 $18.5M
Blackston Financial Advisory Group, LLC 9.21% Add +18.4% 34,319 $18.5M
Amundi 0.01% Add +16.9% 34,022 $18.4M
TFB Advisors LLC 5.25% Add +2.5% 34,053 $18.3M
Keystone Financial Group 1.80% Reduce -12.0% 33,612 $18.2M
Passaic Partners LLC 2.63% Add +14.3% 33,570 $18.1M
Elios Financial Group Inc. 8.53% Add +1.4% 33,493 $18.0M
Fidelis Capital Partners, LLC 1.80% Add +9.1% 32,755 $18.0M
Diversify Wealth Management, LLC 1.40% Add +203.8% 33,663 $18.0M
Brave Asset Management Inc. 5.68% Reduce -1.1% 33,176 $17.9M
Asset Allocation & Management Company, LLC 9.73% No change 33,048 $17.8M
Northstar Group, Inc. 3.10% Add +3.4% 33,025 $17.8M
Y.D. More Investments Ltd 1.59% Reduce -1.1% 32,780 $17.7M
Peak Financial Management, Inc. 5.29% Reduce -3.9% 32,768 $17.7M
Tsfg, LLC 3.63% Reduce -1.5% 32,763 $17.7M
First Bank & Trust 3.38% Add +2.8% 32,708 $17.6M
Wesbanco Bank Inc. 0.60% Reduce -8.1% 32,697 $17.6M
Blue Square Asset Management, LLC 8.73% Reduce -1.4% 32,497 $17.5M
Retirement Systems of Alabama 0.07% Reduce -25.4% 32,495 $17.5M
Alamar Capital Management, LLC 9.57% Add +12.3% 32,485 $17.5M
Peachtree Investment Partners, LLC 6.54% Add +11.5% 32,411 $17.5M
NewEdge Wealth, LLC 0.30% Add +3.5% 32,293 $17.4M
Ballentine Capital Advisors, Inc 9.01% Reduce -1.8% 32,282 $17.4M
Burney Co./ 0.61% Add +3.5% 32,249 $17.4M
Twin Focus Capital Partners, LLC 2.57% Add +26.5% 32,233 $17.4M
Carnegie Investment Counsel 0.50% Add +4.3% 32,205 $17.4M
Cary Street Partners Financial LLC 0.56% — 32,180 $17.3M
Spire Wealth Management 0.54% Reduce -6.4% 32,119 $17.3M
FWG Investments, LLC. 13.41% Reduce -4.1% 32,026 $17.3M
WNY Asset Management, LLC 2.14% Add +4.3% 32,021 $17.3M
1834 Investment Advisors Co. 2.18% Reduce -2.0% 32,013 $17.2M
Abacus Planning Group, Inc. 3.03% Reduce -0.5% 31,975 $17.2M
Toronto Dominion Bank 0.03% Add +0.8% 31,846 $17.1M
FineMark National Bank & Trust 0.60% Add +1.1% 31,795 $17.1M
Vicus Capital 1.52% Reduce -35.1% 31,746 $17.1M
Lanham O'Dell & Company, Inc. 25.91% Add +1.4% 31,700 $17.1M
Virtue Capital Management, LLC 3.42% Reduce -2.4% 31,532 $17.0M
One Capital Management, LLC 0.56% Add +12.6% 31,335 $16.9M
W1M Asset Management Ltd 1.42% Add +206.1% 30,956 $16.7M
Financial Engines Advisors L.L.C. 0.03% Add +77.2% 30,744 $16.6M
Baker Ellis Asset Management LLC 2.43% Add +6.4% 30,668 $16.5M
Madden Advisory Services, Inc. 7.66% Add +2.4% 30,639 $16.5M
Dodds Wealth, LLC 5.30% Add +13.4% 29,537 $16.5M
Gutierrez Wealth Advisory, LLC 13.51% — 30,401 $16.4M
Pachira Investments Inc. 10.02% Add +25.4% 30,265 $16.4M
Graypoint LLC 0.99% Add +17.2% 30,365 $16.4M
Ethos Financial Group, LLC 2.15% Add +2075.1% 30,365 $16.4M
Plan Group Financial, LLC 8.58% Reduce -2.5% 30,155 $16.2M
Bleakley Financial Group, LLC 0.49% Reduce -5.0% 30,092 $16.2M
Americana Partners, LLC 0.66% Reduce -38.5% 30,089 $16.2M
Signal Tree Financial Partners LLC 18.99% — 30,033 $16.2M
Delta Wealth Advisors LLC 15.24% Add +19.3% 30,015 $16.2M
Capital City Trust Co. 4.03% Add +14.9% 29,981 $16.2M
Smith Anglin Financial, LLC 1.52% Add +18.0% 29,978 $16.2M
Smith Shellnut Wilson LLC 7.13% Add +6.9% 29,910 $16.1M
TrueWealth Financial Partners 9.97% Reduce -0.1% 29,824 $16.1M
Bridges Investment Management Inc. 0.22% Add +1.1% 29,597 $15.9M
FSB Premier Wealth Management, Inc. 6.38% Reduce -5.3% 29,545 $15.9M
Ironsides Asset Advisors, LLC 4.54% Add +0.2% 29,409 $15.8M
U.S. Capital Wealth Advisors, LLC 0.49% Add +5.9% 29,354 $15.8M
Lodestar Private Asset Management LLC 1.98% Add +0.7% 29,329 $15.8M
Glenview Trust Co 0.30% Add +0.3% 29,254 $15.8M
Philadelphia Trust Co. 1.16% Reduce -0.1% 29,248 $15.8M
Thoroughbred Financial Services, LLC 0.96% Add +8.3% 29,247 $15.8M
Meridian Wealth Management, LLC 0.75% Reduce -1.1% 29,212 $15.7M
Everett Harris & Co. 0.20% Add +16.4% 29,139 $15.7M
Marcum Wealth, LLC 1.36% Reduce -0.7% 29,054 $15.7M
Gibson Wealth Advisors LLC 12.91% Add +1.4% 29,027 $15.6M
Braun Stacey Associates Inc. 0.58% Reduce -3.3% 28,991 $15.6M
Florida Financial Advisors, LLC 6.96% Add +27.7% 28,931 $15.6M
Lowery Thomas, LLC 10.15% Add +2.3% 28,891 $15.6M
Avory & Company, LLC 8.70% No change 28,810 $15.5M
Curbstone Financial Management Corp 3.28% Reduce -5.6% 28,740 $15.5M
Moisand Fitzgerald Tamayo, LLC 2.19% Reduce -5.0% 28,737 $15.5M
Mgo One Seven LLC 0.59% Reduce -9.1% 28,686 $15.5M
Evernest Financial Advisors, LLC 3.99% Reduce -2.0% 28,560 $15.4M
Walkner Condon Financial Advisors LLC 3.13% Reduce -1.4% 28,546 $15.4M
Capital Investment Advisors, LLC 0.31% Add +42.3% 28,542 $15.4M
Focus Partners Advisor Solutions, LLC 0.26% Add +9.8% 28,500 $15.4M
Battery Global Advisors, LLC 8.21% No change 28,486 $15.3M
Caerus Investment Advisors, LLC 14.25% Reduce -4.6% 28,137 $15.2M
Roth Financial Partners LLC 6.03% Add +0.6% 28,126 $15.2M
SageView Advisory Group, LLC 0.65% Reduce -1.6% 28,118 $15.2M
Investment Counsel Co. of Nevada 38.29% — 28,017 $15.1M
Helium Advisors LLC 11.91% — 27,897 $15.0M
Western Wealth Management, LLC 0.80% Add +1.8% 27,719 $14.9M
Centricity Wealth Management, LLC 13.92% — 27,669 $14.9M
Segall Bryant & Hamill, LLC 0.20% Add +56.9% 27,628 $14.9M
Security Financial Services, INC. 3.03% Reduce -4.2% 27,611 $14.9M
Element Pointe Advisors, LLC 3.49% Reduce -3.5% 27,542 $14.8M
Kohmann Bosshard Financial Services, LLC 1.78% Add +8.9% 27,538 $14.8M
Haverford Trust Co 0.15% Add +2.0% 27,521 $14.8M
Modera Wealth Management, LLC 0.18% Add +81.3% 27,403 $14.8M
FourThought Financial Partners, LLC 1.52% Reduce -9.4% 27,141 $14.6M
Arista Wealth Management, LLC 3.50% Add +0.8% 27,113 $14.6M
Bryn Mawr Trust Advisors, LLC 0.79% Add +4.6% 27,106 $14.6M
Balentine LLC 0.59% Reduce -1.7% 27,049 $14.6M
Park Avenue Securities LLC 0.15% Add +29.8% 27,035 $14.6M
Nicolet Advisory Services, LLC 1.34% Add +12.5% 27,275 $14.6M
Kovack Advisors, Inc. 1.43% Reduce -7.6% 26,988 $14.5M
Sachem Hill LLC 3.03% Reduce -1.5% 26,944 $14.5M
Westmount Partners, LLC 4.40% Add +1.7% 26,857 $14.5M
Atlas Legacy Advisors, LLC 3.50% — 26,807 $14.4M
Adero Partners, LLC 0.93% No change 26,747 $14.4M
Eisler Capital Management Ltd. 0.48% — 26,700 $14.4M
Gainplan LLC 5.45% Reduce -11.1% 26,614 $14.3M
Nicholson Wealth Management Group, LLC 9.58% Add +157.3% 26,614 $14.3M
Dorsey & Whitney Trust CO LLC 0.79% Reduce -4.9% 26,566 $14.3M
DeDora Capital, Inc. 3.92% Reduce -1.6% 26,543 $14.3M
Envision Financial LLC 11.45% — 26,517 $14.3M
LBMC Investment Advisors, LLC 1.12% Reduce -1.9% 26,421 $14.2M
Climber Capital SA 11.68% — 26,850 $14.2M
Sendero Wealth Management, LLC 2.10% Add +2.4% 26,218 $14.1M
WorthPointe, LLC 5.85% Add +8.2% 26,148 $14.1M
Private Capital Management LLC 2.81% Reduce -26.0% 26,094 $14.1M
Schear Investment Advisers, LLC 7.43% Add +129.6% 25,920 $14.0M
Brown Brothers Harriman & Co. 0.10% Add +4.3% 25,848 $13.9M
IHT Wealth Management, LLC 0.45% Reduce -18.4% 25,822 $13.9M
Sharkey, Howes & Javer 1.95% Add +3.9% 25,773 $13.9M
Good Life Advisors, LLC 1.01% Add +6.4% 25,765 $13.9M
Mandatum Life Insurance Co Ltd 4.10% Add +0.3% 25,642 $13.8M
CORDA Investment Management, LLC. 1.10% Add +0.0% 25,607 $13.8M
Renaissance Technologies 0.02% Add +15.0% 25,600 $13.8M
Parkside Advisors LLC 3.25% Reduce -3.0% 25,596 $13.8M
Berger Financial Group, Inc 0.95% Add +28.9% 25,595 $13.8M
Crewe Advisors LLC 1.90% Add +0.5% 25,517 $13.7M
Bangor Savings Bank 1.29% Add +5.0% 25,505 $13.7M
Waterloo Capital, L.P. 1.45% Add +6.0% 25,473 $13.7M
Zuckerman Investment Group, LLC 1.32% Add +4.2% 24,945 $13.7M
Alexander Labrunerie & Co., Inc. 6.11% Reduce -39.6% 25,367 $13.7M
Traction Financial Partners, LLC 10.61% Reduce -8.9% 25,340 $13.7M
Evergreen Capital Management LLC 0.44% Reduce -3.8% 25,289 $13.6M
Rareview Capital LLC 9.85% Reduce -5.6% 25,794 $13.6M
B. Riley Wealth Advisors, Inc. 0.45% Reduce -61.7% 25,237 $13.6M
Abound Wealth Management 4.36% Add +2.4% 25,199 $13.6M
Piedmont Capital Management, LLC 8.15% Add +0.3% 25,146 $13.5M
Braun-Bostich & Associates Inc. 9.73% Add +0.8% 25,063 $13.5M
Perissos Private Wealth Management, LLC 10.08% Reduce -2.8% 25,019 $13.5M
Mittelman Wealth Management 12.43% Reduce -37.7% 24,799 $13.4M
Independent Financial Group, LLC 0.44% Add +9.1% 24,735 $13.3M
Atlatl Advisers LLC 7.77% — 24,582 $13.2M
First Horizon Advisors, Inc. 0.37% Reduce -42.9% 24,358 $13.1M
T. Rowe Price Associates Inc. 0.00% Add +114.3% 24,354 $13.1M
Wetzel Investment Advisors, Inc. 6.51% Add +1.6% 24,218 $13.0M
Traphagen Investment Advisors LLC 1.33% Add +0.8% 24,193 $13.0M
CreativeOne Wealth, LLC 0.40% Add +34.2% 24,150 $13.0M
Van Strum & Towne Inc. 4.56% Reduce -7.1% 24,033 $12.9M
Running Point Capital Advisors, LLC 4.43% Add +9.4% 24,012 $12.9M
Ofc Financial Planning, LLC 13.64% — 24,011 $12.9M
Boston Trust Walden Corp 0.09% Add +15.8% 23,932 $12.9M
Rossmore Private Capital 1.59% Reduce -1.0% 23,885 $12.9M
Baron Silver Stevens Financial Advisors, LLC 2.17% Add +2.6% 23,726 $12.8M
Migdal Insurance & Financial Holdings Ltd. 0.18% Reduce -16.3% 23,684 $12.8M
Global Endowment Management, LP 1.63% Reduce -2.4% 23,610 $12.7M
Washington Trust Advisors, Inc. 1.06% Reduce -1.3% 23,462 $12.6M
Wolverine Trading, LLC 0.28% Reduce -88.1% 23,320 $12.6M
Per Stirling Capital Management, LLC. 1.79% Add +77.4% 23,355 $12.6M
Gotham Asset Management 0.12% Add +26.7% 23,235 $12.5M
Armstrong Advisory Group, Inc. 0.99% Add +0.6% 23,010 $12.4M
Copperwynd Financial, LLC 3.40% Add +7.3% 22,865 $12.3M
Eight 31 Financial, LLC 9.34% Reduce -0.1% 22,864 $12.3M
First American Bank 0.86% Reduce -6.2% 22,696 $12.2M
Susquehanna International Group, LLP 0.02% New 22,507 $12.1M
Strategic Financial Concepts, LLC 2.32% Add +40.6% 22,484 $12.1M
Coyle Financial Counsel LLC 3.82% Add +5.9% 22,374 $12.1M
Snowden Capital Advisors LLC 0.38% Add +1.1% 22,332 $12.0M
Soundwatch Capital LLC 1.27% Reduce -0.5% 22,316 $12.0M
GAM Holding AG 0.89% Reduce -13.5% 22,250 $12.0M
Orser Capital Management, LLC 8.24% Add +0.4% 22,219 $12.0M
Stelac Advisory Services LLC 4.66% Reduce -1.8% 22,165 $11.9M
Parkside Financial Bank & Trust 1.57% Add +2.0% 21,998 $11.9M
Ategra Capital Management, LLC 7.98% No change 21,974 $11.8M
Resonant Capital Advisors, LLC 0.86% Reduce -1.5% 21,929 $11.8M
Vested Financial Planning, LLC 11.15% — 21,849 $11.8M
Professional Financial Advisors, LLC 3.01% Add +45.8% 21,811 $11.8M
Flower City Capital 7.19% Reduce -0.6% 21,802 $11.7M
Adams Wealth Management 2.24% Add +7.2% 21,744 $11.7M
CacheTech Inc. 2.20% Add +7.2% 21,744 $11.7M
Legacy Advisors, LLC 1.13% Add +7.3% 21,681 $11.7M
Facet Wealth, Inc. 0.31% Reduce -0.5% 21,154 $11.7M
LS Investment Advisors, LLC 1.71% Add +5.8% 21,665 $11.7M
ArchPoint Investors 3.83% No change 21,661 $11.7M
Hilltop National Bank 3.50% Reduce -5.5% 21,610 $11.6M
Crumly & Associates Inc. 3.12% Add +73.3% 21,266 $11.5M
Lloyd Advisory Services, LLC. 5.42% Reduce -7.3% 21,217 $11.4M
Weil Company, Inc. 3.94% Add +74.1% 21,147 $11.4M
Flagship Harbor Advisors, LLC 0.60% Add +1.1% 21,106 $11.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.68% Add +6.8% 21,017 $11.3M
Prosperitas Financial LLC 5.72% Add +2.5% 20,984 $11.3M
Fort Sheridan Advisors LLC 1.64% Add +8.4% 20,830 $11.2M
Visionary Wealth Advisors 0.65% Add +15.8% 20,722 $11.2M
Five Pine Wealth Management 9.41% — 20,720 $11.2M
MassMutual Private Wealth & Trust, FSB 0.31% Add +337.5% 20,702 $11.2M
BancFirst Trust & Investment Management 5.03% No change 20,567 $11.1M
Sivia Capital Partners, LLC 5.51% Add +0.6% 20,567 $11.1M
N.E.W. Advisory Services LLC 1.05% Add +13.2% 20,552 $11.1M
Prospera Capital Management, LLC 8.06% — 20,481 $11.0M
Whittier Trust Co. 0.14% Reduce -3.1% 20,375 $11.0M
Sapient Capital LLC 0.21% Add +96.5% 20,367 $11.0M
Cozad Asset Management Inc. 1.02% Add +38.5% 20,330 $11.0M
Mendel Capital Management LLC 6.60% Add +30.5% 20,191 $10.9M
Legacy Private Trust Co. 0.71% Add +4.1% 20,159 $10.9M
Roehl & Yi Investment Advisors, LLC 5.97% — 122,319 $10.8M
YANKCOM Partnership 5.80% — 20,128 $10.8M
Laurel Wealth Planning LLC 6.99% Add +2.6% 20,118 $10.8M
Matrix Asset Advisors Inc. 1.18% Add +4.1% 20,109 $10.8M
Csenge Advisory Group 0.59% Reduce -1.7% 20,017 $10.8M
Aveo Capital Partners, LLC 1.18% Add +2.4% 19,963 $10.8M
Tidal Investments LLC 0.09% Add +254.8% 19,754 $10.6M
Beacon Bridge Wealth Partners, LLC 4.52% Reduce -0.7% 19,752 $10.6M
Cannell & Spears LLC 0.22% Add +3.5% 19,740 $10.6M
BluePointe Capital Management, LLC 6.06% Reduce -1.5% 19,658 $10.6M
CPC Advisors, LLC 1.44% Add +41.4% 19,629 $10.6M
Schneider Downs Wealth Management Advisors, LP 1.99% Add +7.8% 19,598 $10.6M
Evolution Wealth Advisors, LLC 1.77% Add +3.3% 19,592 $10.6M
Harbor Investment Advisory, LLC 0.99% Add +3.9% 19,550 $10.5M
Fiduciary Advisors, Inc. 10.55% — 19,456 $10.5M
SOL Capital Management CO 1.17% Add +11.4% 19,433 $10.5M
Bison Wealth, LLC 1.27% — 19,326 $10.4M
CSM Advisors, LLC 0.49% Reduce -2.8% 19,320 $10.4M
Hickory Asset Management, Inc. 8.84% — 19,315 $10.4M
Hikari Power Ltd 0.89% No change 19,200 $10.3M
Activest Wealth Management 2.89% Add +10.1% 19,186 $10.3M
Charis Legacy Partners, LLC 21.08% — 19,168 $10.3M
Denver PWM, LLC 4.00% Add +0.2% 19,162 $10.3M
KWB Wealth 1.28% Reduce -1.0% 19,545 $10.3M
Trust Co of Kansas 4.95% New 19,134 $10.3M
Wealthspire Retirement, LLC 0.81% Add +2.2% 19,058 $10.3M
LifePlan Investment Advisors, Inc. 6.35% Reduce -0.0% 19,051 $10.3M
Jane Street Group, LLC 0.02% Reduce -83.2% 18,966 $10.2M
Marble Harbor Investment Counsel, LLC 1.12% Add +10.6% 18,921 $10.2M
Courier Capital LLC 0.70% Reduce -11.4% 18,913 $10.2M
Golden Road Advisors LLC 7.69% Add +0.5% 18,862 $10.2M
F/m Investments LLC 0.37% Add +0.5% 18,825 $10.1M
Family CFO Inc 5.53% No change 18,635 $10.0M
Intellus Advisors LLC 1.74% — 18,615 $10.0M
Silvercrest Asset Management Group LLC 0.07% Add +1.5% 18,575 $10.0M
Aspire Growth Partners LLC 9.72% — 18,438 $9.9M
TD Capital Management LLC 1.00% Add +6.2% 18,354 $9.9M
Traveka Wealth, LLC 5.43% Reduce -53.6% 18,289 $9.9M
AdvisorNet Financial, Inc 0.82% Add +12.6% 18,228 $9.8M
Rockwood Wealth Management, LLC 1.06% Reduce -0.3% 18,131 $9.8M
GM Advisory Group, LLC 0.54% Add +1.3% 18,203 $9.8M
Jordan Park Group LLC 0.72% Add +478.4% 18,173 $9.8M
Viewpoint Capital Management LLC 5.14% Reduce -0.1% 18,158 $9.8M
Vectors Research Management, LLC 3.33% Reduce -12.7% 18,151 $9.8M
Sowell Financial Services LLC 0.51% Reduce -16.6% 18,095 $9.7M
Pullen Investment Management, LLC 6.31% Add +5.4% 18,024 $9.7M
Smith, Moore & Co. 0.89% Add +20.2% 18,022 $9.7M
Bridgewater Advisors Inc. 1.01% Add +4.1% 18,129 $9.7M
Dakota Wealth Management 0.22% Add +9.5% 17,990 $9.7M
InTrack Investment Management Inc 6.76% Reduce -1.3% 18,099 $9.7M
Laird Norton Wetherby Wealth Management, LLC 0.46% Add +8.1% 17,975 $9.7M
Patriot Financial Group Insurance Agency, LLC 1.29% Add +23.1% 17,884 $9.6M
Bishop & Co Investment Management, LLC 3.67% Add +2.4% 17,848 $9.6M
Main Street Financial Solutions, LLC 0.95% Add +0.0% 17,845 $9.6M
SteelPeak Wealth, LLC 0.40% Add +255.8% 17,832 $9.6M
Disciplina Capital Management LLC 1.62% Reduce -3.4% 17,819 $9.6M
Clark Capital Management Group, Inc. 0.07% Add +6.5% 17,813 $9.6M
Websterrogers Financial Advisors, LLC 3.33% Add +1.9% 17,799 $9.6M
Red Cedar Investment Management, LLC 1.20% Add +7.3% 17,758 $9.6M
Discipline Wealth Solutions, LLC 4.42% Add +12.6% 17,731 $9.6M
Greenhouse Wealth Management, LLC 6.31% Reduce -0.1% 17,709 $9.5M
New England Private Wealth Advisors LLC 1.51% Add +6.0% 17,692 $9.5M
Verus Wealth Management, LLC 10.69% — 17,682 $9.5M
First United Bank & Trust 3.46% Reduce -0.6% 17,674 $9.5M
Defined Wealth Management, LLC 6.31% Reduce -0.5% 17,671 $9.5M
Insigneo Advisory Services, LLC 0.98% Reduce -21.0% 17,645 $9.5M
Nicolet Bankshares Inc. 1.85% Add +10.5% 17,621 $9.5M
Cobblestone Capital Advisors LLC 0.52% Reduce -2.2% 17,573 $9.5M
Kingdom Financial Group LLC. 6.47% Reduce -5.5% 17,565 $9.5M
Stonehage Fleming Financial Services Holdings Ltd 0.26% Add +9.1% 17,418 $9.4M
Thrive Wealth Management, LLC 1.68% Reduce -0.0% 17,338 $9.3M
Enclave Advisors LLC 1.53% Add +3.6% 17,300 $9.3M
Ayalon Insurance Comp Ltd. 2.86% Add +8.9% 17,190 $9.3M
Sunburst Financial Group, LLC 2.29% Reduce -17.5% 17,182 $9.3M
Pinnacle Associates Ltd. 0.13% Add +23.0% 17,163 $9.2M
Future Financial Wealth Managment LLC 6.76% Add +4.8% 17,160 $9.2M
Rockland Trust Co. 0.47% Add +7.7% 17,102 $9.2M
Sage Financial Management Group, Inc. 3.36% Reduce -0.7% 16,818 $9.1M
Semmax Financial Advisors Inc. 2.41% Reduce -15.1% 16,130 $9.0M
Clifford Swan Investment Counsel LLC 0.32% Reduce -0.5% 16,741 $9.0M
Leith Wheeler Investment Counsel Ltd. 0.65% Reduce -7.0% 16,687 $9.0M
Trinity Financial Advisors LLC 3.41% Add +5.9% 16,719 $9.0M
Tudor Financial Inc. 5.25% Reduce -3.0% 16,673 $9.0M
Luminvest Wealth Management LLC 3.62% Add +0.3% 16,658 $9.0M
Navis Wealth Advisors, LLC 9.80% Add +0.0% 16,650 $9.0M
Allegiance Financial Group Advisory Services LLC 2.91% Reduce -3.1% 16,650 $9.0M
Alpha Cubed Investments, LLC 0.41% Add +27.1% 16,632 $9.0M
Stephen J. Garry & Associates, LLC 8.23% Add +7.2% 16,535 $8.9M
Autumn Glory Partners, LLC 4.37% Add +0.0% 16,527 $8.9M
White Lighthouse Investment Management Inc. 1.56% Reduce -1.3% 16,504 $8.9M
NavPoint Financial, Inc. 7.01% Add +0.0% 16,453 $8.9M
Certified Advisory Corp 0.96% Add +11.5% 16,452 $8.9M
Cypress Point Wealth Management, LLC 2.75% Add +4.9% 16,409 $8.8M
International Assets Investment Management, LLC 0.74% Add +9.3% 16,402 $8.8M
Empower Advisory Group, LLC 0.03% Reduce -4.7% 16,309 $8.8M
Mission Wealth Management, LP 0.21% Add +3.1% 16,306 $8.8M
West Bancorporation Inc. 5.77% Add +18.8% 16,293 $8.8M
SMART Wealth LLC 3.12% Add +75.3% 16,293 $8.8M
Stock Yards Bank & Trust Co. 0.30% Add +6.0% 16,285 $8.8M
New England Asset Management Inc. 1.57% Add +5.9% 16,250 $8.8M
Sanctuary Wealth Management, L.L.C. 5.79% Add +86.0% 16,233 $8.7M
Founders Financial Securities LLC 0.78% Reduce -8.2% 16,068 $8.7M
BridgePort Financial Solutions, LLC 3.91% — 16,065 $8.6M
Rothschild Investment LLC 0.57% Reduce -0.5% 16,035 $8.6M
Serenus Wealth Advisors, LLC 1.50% — 17,857 $8.6M
Alta Advisers Ltd 5.44% Reduce -68.4% 15,976 $8.6M
Private Trust Co. NA 0.88% Add +1.0% 15,904 $8.6M
Pitcairn Co. 0.50% No change 15,834 $8.5M
GC Wealth Management RIA, LLC 1.49% Add +9.8% 15,779 $8.5M
Lazard Asset Management LLC 0.01% Reduce -3.3% 15,684 $8.4M
Smartleaf Asset Management LLC 0.86% Reduce -18.2% 15,600 $8.4M
Waller Financial Planning Group, Inc. 2.12% Add +38.9% 15,594 $8.4M
ICONIQ Capital, LLC 0.13% Add +0.3% 15,594 $8.4M
Wealth Watch Advisors, INC 5.20% — 15,510 $8.4M
Centaurus Financial, Inc. 0.51% Add +18.2% 15,500 $8.4M
Prasad Wealth Partners, LLC 2.70% — 15,477 $8.3M
Canal Capital Management, LLC 1.35% Add +0.3% 15,477 $8.3M
Landaas & Co. /Wi 2.31% Add +3.1% 15,450 $8.3M
Coastline Trust Co 0.97% Add +1.1% 15,417 $8.3M
Collective Family Office LLC 2.27% Reduce -3.7% 15,376 $8.3M
Principal Securities, Inc. 0.19% Add +34.9% 15,268 $8.2M
Seeds Investor LLC 2.34% Add +29.8% 15,247 $8.2M
Embree Financial Group 1.40% Add +0.4% 15,243 $8.2M
GTS Securities LLC 0.40% New 15,242 $8.2M
McCollum Christoferson Group LLC 2.42% Add +1.7% 15,220 $8.2M
Bremer Bank National Association 1.62% Reduce -0.3% 15,205 $8.2M
Trilogy Capital Inc. 0.42% Add +5.5% 15,198 $8.2M
Ridgecrest Wealth Partners, LLC 4.42% Add +8.4% 15,113 $8.1M
Patten & Patten Inc. 0.54% Add +8.2% 15,074 $8.1M
Sequent Asset Management, LLC 3.99% Add +0.1% 15,039 $8.1M
Sunbeam Capital Management, LLC 7.51% — 15,016 $8.1M
Greenwich Wealth Management LLC 0.57% Reduce -0.5% 15,017 $8.1M
Pine Valley Investments Ltd Liability Co 0.53% Add +3.2% 15,005 $8.1M
Ameriflex Group, Inc. 3.68% — 14,527 $8.0M
Aspen Grove Capital, LLC 1.70% Add +103.2% 14,914 $8.0M
NBT Bank, N.A. 0.56% Add +156.1% 14,888 $8.0M
Westfuller Advisors, LLC 5.09% Add +2.9% 14,872 $8.0M
Bridgewealth Advisory Group, LLC 2.26% Add +1.4% 14,257 $8.0M
Northstar Asset Management Inc. 2.10% Reduce -4.3% 14,810 $8.0M
Bradley Foster & Sargent Inc. 0.13% Add +0.2% 14,750 $7.9M
Nomura Asset Management Co. Ltd. 0.02% Reduce -8.1% 14,710 $7.9M
Monograph Wealth Advisors, LLC 1.04% Add +194.0% 14,654 $7.9M
NORTHSTAR ASSET MANAGEMENT Co 1.81% Add +1.9% 14,625 $7.9M
Legacy Capital Wealth Partners, LLC 1.95% Reduce -3.0% 14,611 $7.9M
Regal Investment Advisors LLC 0.59% Reduce -22.0% 14,605 $7.9M
Freestate Advisors LLC 8.13% Add +40.4% 14,595 $7.9M
Factor Wealth Management LTD 2.60% — 14,543 $7.8M
Independent Family Office, LLC 4.07% Reduce -2.1% 14,540 $7.8M
Whitaker-Myers Wealth Managers, LTD. 2.28% Reduce -8.8% 14,536 $7.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.21% Add +8.7% 14,494 $7.8M
First Foundation Advisors 0.29% Reduce -4.0% 14,469 $7.8M
Asset Planning Corporation 4.88% Add +18.6% 14,466 $7.8M
Benjamin Edwards Inc. 0.11% Reduce -1.6% 14,453 $7.8M
Davidson Kahn Capital Management, LLC 7.22% — 14,442 $7.8M
Kiely Wealth Advisory Group, Inc. 5.00% Add +4.3% 13,988 $7.8M
Florida Trust Wealth Management Co 0.25% Reduce -2.4% 14,432 $7.8M
Midland Wealth Advisors, LLC 0.47% Reduce -7.8% 14,431 $7.8M
First Heartland Consultants, Inc. 0.80% Add +97.9% 14,401 $7.8M
Columbus Macro, LLC 1.07% Add +5.5% 14,380 $7.7M
Better Money Decisions, LLC 5.36% Add +3.1% 14,358 $7.7M
Dana Investment Advisors, Inc. 0.26% Add +15.3% 14,347 $7.7M
Traynor Capital Management, Inc. 0.60% Add +6.6% 14,333 $7.7M
Independence Bank of Kentucky 1.18% Add +18.2% 14,282 $7.7M
Chevy Chase Trust Holdings, LLC 0.02% Add +35.3% 14,231 $7.7M
Duncan Williams Asset Management, LLC 3.01% Add +3146.4% 14,187 $7.6M
Parthenon LLC 0.92% Add +3.6% 14,163 $7.6M
Creative Financial Designs Inc. 0.62% Add +2.5% 14,125 $7.6M
Flputnam Investment Management Co. 0.14% Add +6.1% 14,064 $7.6M
Kera Capital Partners, Inc. 2.18% — 14,064 $7.6M
DF Dent & Co. Inc. 0.10% No change 14,037 $7.6M
Relyea Zuckerberg Hanson LLC 1.01% Add +7.3% 13,946 $7.5M
Magnus Financial Group LLC 0.73% Add +53.2% 13,928 $7.5M
Peak Asset Management, LLC 1.39% Add +3.9% 13,912 $7.5M
Global Financial Private Client, LLC 2.81% Add +4.3% 13,883 $7.5M
Axxcess Wealth Management, LLC 0.18% Add +7.8% 13,870 $7.5M
SeaCrest Wealth Management, LLC 0.79% Add +5.3% 13,859 $7.5M
Marotta Asset Management 1.56% Reduce -3.7% 13,889 $7.5M
Uptick Partners, LLC 2.70% Add +17.1% 13,851 $7.5M
Hilltop Holdings Inc. 0.47% Add +5.9% 13,849 $7.5M
Landing Point Financial Group, LLC 5.68% — 13,422 $7.4M
Bawa N Mallick Trust 3.26% — 13,801 $7.4M
TRUE Private Wealth Advisors 0.90% Reduce -1.7% 13,795 $7.4M
Coppell Advisory Solutions LLC 1.04% Add +4.1% 13,706 $7.4M
Connable Office Inc. 0.76% Reduce -0.4% 13,704 $7.4M
Heritage Investors Management Corp. 0.24% Reduce -9.2% 13,645 $7.4M
MMBG Investment Advisors Co. 0.78% Reduce -33.8% 13,602 $7.3M
Keystone Wealth Services, LLC 1.94% Add +25.0% 13,596 $7.3M
LaSalle St. Investment Advisors, LLC 2.27% Add +0.8% 13,564 $7.3M
Monetta Financial Services Inc. 5.85% No change 13,500 $7.3M
Hudock, Inc. 1.26% Add +0.3% 13,380 $7.2M
DMKC Advisory Services, LLC 6.52% — 13,341 $7.2M
Ashton Thomas Private Wealth, LLC 0.28% Add +59.7% 13,310 $7.2M
Private Portfolio Partners LLC 1.31% Reduce -0.2% 13,273 $7.2M
North Star Asset Management Inc. 0.32% Reduce -7.7% 13,271 $7.2M
Quest 10 Wealth Builders, Inc. 7.08% — 13,212 $7.1M
Bollard Group LLC 0.20% Add +0.6% 13,175 $7.1M
Breakwater Capital Group 1.41% Reduce -0.2% 13,146 $7.1M
Pilgrim Partners Asia Pte Ltd 6.16% — 13,145 $7.1M
CWA Asset Management Group, LLC 0.36% Add +0.9% 13,123 $7.1M
FSC Wealth Advisors, LLC 4.55% Add +18.6% 13,122 $7.1M
Chicago Capital, LLC 0.19% Add +1.3% 13,110 $7.1M
Pallas Capital Advisors LLC 0.30% Add +8.1% 13,103 $7.1M
Lake Street Private Wealth, LLC 1.13% Add +119.4% 13,082 $7.0M
Warner Financial, Inc. 2.99% Add +0.7% 12,923 $7.0M
Cypress Wealth Services, LLC 1.39% Add +3.5% 12,841 $6.9M
Phoenix Financial Ltd. 0.09% Add +22.6% 12,790 $6.9M
Smart Money Group LLC 2.37% Reduce -9.3% 12,748 $6.9M
Peak Retirement Planning, Inc. 4.63% — 12,718 $6.9M
Newman Dignan & Sheerar, Inc. 1.76% Reduce -0.4% 12,711 $6.8M
Coerente Capital Management 1.28% No change 12,700 $6.8M
PAX Financial Group, LLC 1.21% Reduce -4.3% 12,553 $6.8M
KDT Advisors, LLC 9.91% — 12,525 $6.7M
Cadence Bank 0.46% Reduce -6.3% 12,490 $6.7M
Lindbrook Capital, LLC 0.61% Add +43.4% 12,490 $6.7M
Monterey Private Wealth, Inc. 2.22% Reduce -5.7% 12,480 $6.7M
SG Americas Securities, LLC 0.03% Reduce -96.6% 12,455 $6.7M
Transcend Capital Advisors, LLC 0.48% Add +12.3% 12,323 $6.6M
Saiph Capital, LLC 3.01% Add +0.1% 12,319 $6.6M
SP Asset Management LLC 0.55% Add +0.2% 12,281 $6.6M
D'Orazio & Associates, Inc. 0.98% Add +0.1% 12,275 $6.6M
Hills Bank & Trust Co 0.50% Reduce -2.1% 12,252 $6.6M
Journey Strategic Wealth LLC 0.25% Reduce -2.8% 12,217 $6.6M
Sulzberger Capital Advisors, Inc. 7.51% — 12,202 $6.6M
GSG Advisors LLC 2.06% Add +1.4% 12,137 $6.5M
Mitchell Sinkler & Starr 1.74% Add +2.0% 12,120 $6.5M
Reliant Wealth Planning 3.06% Reduce -4.2% 12,109 $6.5M
Seven Mile Advisory 4.15% Add +6.7% 12,074 $6.5M
Trust Point Inc. 0.45% Add +14.6% 12,072 $6.5M
BSW Wealth Partners 0.95% Add +6.0% 12,043 $6.5M
Pettyjohn, Wood & White, Inc. 1.19% Add +1.1% 12,019 $6.5M
Financial Enhancement Group LLC 0.99% New 12,098 $6.5M
Citizens Business Bank 1.54% Reduce -18.7% 11,993 $6.5M
YHB Investment Advisors, Inc. 0.53% Reduce -22.1% 11,980 $6.5M
Canvas Wealth Advisors, LLC 1.62% Add +11.8% 11,956 $6.4M
Advocacy Wealth Management, LLC 0.49% Add +0.4% 11,949 $6.4M
Wellington Shields Capital Management, LLC 1.14% Reduce -6.4% 11,946 $6.4M
Salem Investment Counselors Inc. 0.21% Reduce -14.4% 11,928 $6.4M
Summit Financial Strategies, Inc. 0.71% Reduce -2.0% 11,910 $6.4M
Stokes Family Office, LLC 0.68% Add +3.1% 11,901 $6.4M
Sunpointe, LLC 3.21% Add +80.5% 11,844 $6.4M
Oxford Financial Group, LTD. LLC 0.41% Reduce -1.3% 11,837 $6.4M
Safeguard Investment Advisory Group, LLC 1.75% Reduce -2.3% 11,832 $6.4M
Gries Financial LLC 1.12% Add +22.4% 11,662 $6.3M
Searcy Financial Services Inc. 2.89% Reduce -0.1% 11,621 $6.3M
Vision Capital Management, Inc. 0.92% Reduce -0.8% 11,585 $6.2M
LexAurum Advisors, LLC 1.24% Add +388.1% 11,564 $6.2M
Evelyn Partners Asset Management Ltd 1.67% — 11,544 $6.2M
C M Bidwell & Associates Ltd. 3.78% Reduce -2.1% 11,536 $6.2M
Nwam LLC 0.38% Add +1.6% 11,532 $6.2M
Market Street Wealth Management Advisors LLC 1.04% Reduce -0.3% 11,505 $6.2M
Centurion Wealth Management LLC 1.93% Add +1.2% 11,481 $6.2M
Ascent Group, LLC 0.46% Reduce -8.8% 11,437 $6.2M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% No change 11,346 $6.2M
Sageworth Trust Co of South Dakota 7.76% Add +15.1% 11,390 $6.1M
Safeguard Financial, LLC 1.33% Add +45.2% 11,389 $6.1M
Horizon Investments, LLC 0.18% Add +5.1% 11,357 $6.1M
BCGM Wealth Management, LLC 1.94% Reduce -3.8% 11,355 $6.1M
Hoese & Co LLP 5.30% Reduce -14.4% 11,326 $6.1M
Soltis Investment Advisors LLC 0.56% Reduce -0.0% 11,313 $6.1M
Capital Planning Advisors, LLC 0.94% Add +12.1% 11,299 $6.1M
L.M. Kohn & Company 1.57% Add +16.2% 11,290 $6.1M
World Equity Group, Inc. 1.30% Add +118.8% 11,288 $6.1M
Flagstar Securities, Inc. 1.51% Add +1.6% 11,263 $6.1M
Glass Jacobson Investment Advisors llc 1.98% Reduce -1.3% 11,195 $6.0M
First City Capital Management, Inc. 3.20% Add +5.8% 11,155 $6.0M
1900 Wealth Management LLC 0.50% Add +14.9% 11,132 $6.0M
Pinnacle Wealth Management Advisory Group, LLC 0.56% Add +4.0% 11,113 $6.0M
American Investment Services, Inc. 1.06% Add +3.4% 11,104 $6.0M
Lion Street Advisors, LLC 1.90% Add +24.7% 11,083 $6.0M
Center For Asset Management LLC 3.86% Add +10.4% 11,073 $6.0M
Tanager Wealth Management LLP 0.77% Reduce -21.0% 11,058 $6.0M
PFG Investments, LLC 0.37% Add +23.1% 11,025 $5.9M
Vista Investment Partners Ii, LLC 3.50% — 10,990 $5.9M
L & S Advisors Inc 0.73% New 10,980 $5.9M
Long Run Wealth Advisors, LLC 1.42% Reduce -3.4% 10,961 $5.9M
Luken Investment Analytics, LLC 2.73% Reduce -0.4% 10,935 $5.9M
Trust Co. of Oklahoma 1.88% Add +12.2% 10,935 $5.9M
Blue Bell Private Wealth Management, LLC 1.12% Add +19.5% 10,906 $5.9M
Family Wealth Partners, LLC 2.79% Reduce -3.3% 10,880 $5.9M
Continuum Advisory, LLC 0.75% Add +7.8% 10,797 $5.8M
Waterfront Wealth Inc. 1.42% Add +0.1% 10,788 $5.8M
Allie Family Office LLC 3.22% Add +0.9% 10,780 $5.8M
Saxon Interests, Inc. 2.56% Add +1.4% 10,780 $5.8M
EPIQ Capital Group, LLC 1.51% Reduce -16.6% 10,767 $5.8M
ARS Wealth Advisors Group, LLC 0.80% Reduce -1.9% 10,731 $5.8M
Reliant Investment Partners, LLC 5.11% — 10,693 $5.8M
Detalus Advisors, LLC 1.89% Reduce -0.4% 10,637 $5.7M
Hoxton Planning & Management, LLC 2.19% Reduce -0.4% 10,637 $5.7M
J.Safra Asset Management Corp 0.47% New 10,585 $5.7M
Partners in Financial Planning 1.17% Reduce -1.2% 10,617 $5.7M
ERn Financial, LLC 0.86% Reduce -3.5% 10,601 $5.7M
Masso Torrence Wealth Management Inc. 2.99% Reduce -10.2% 10,570 $5.7M
JFS Wealth Advisors, LLC 0.39% Reduce -3.3% 10,559 $5.7M
Finward Bancorp 4.93% — 10,551 $5.7M
West Michigan Advisors, LLC 1.71% Add +4.5% 10,517 $5.7M
Rockbridge Investment Management, LCC 0.73% Reduce -0.7% 10,512 $5.7M
Beacon Capital Management, LLC 0.74% Add +1.9% 10,494 $5.7M
Prepared Retirement Institute LLC 3.22% Add +13.3% 10,479 $5.6M
Mattern Capital Management, LLC 0.74% No change 10,471 $5.6M
McDonald Partners LLC 1.44% No change 10,440 $5.6M
Louisbourg Investments Inc. 1.47% Add +8.9% 10,389 $5.6M
First American Trust, FSB 0.56% Add +49.3% 10,372 $5.6M
CRA Financial Services, LLC 0.96% Add +22.6% 10,371 $5.6M
Bank of New Hampshire 1.44% Add +3.2% 10,356 $5.6M
Founders Grove Wealth Partners, LLC 1.61% — 10,337 $5.6M
Park National Corp. 0.20% Reduce -6.9% 10,336 $5.6M
Advisors Capital Management, LLC 0.09% Add +21.7% 10,325 $5.6M
WealthCare Investment Partners, LLC 2.43% Reduce -0.8% 10,347 $5.6M
Anchor Investment Management, LLC 0.52% Add +1.4% 10,318 $5.6M
Stegner Investment Associates Inc. 3.65% No change 10,245 $5.5M
Precedent Wealth Partners, LLC 1.79% Add +38.2% 10,210 $5.5M
Everest Private Wealth 4.82% — 10,161 $5.5M
Custos Family Office, LLC 1.91% Add +0.1% 10,129 $5.5M
Vantage Financial Partners, LLC 1.36% Reduce -11.5% 10,110 $5.4M
WCG Wealth Advisors LLC 0.36% Reduce -3.3% 10,109 $5.4M
Worth Asset Management, LLC 2.90% Add +11.7% 10,075 $5.4M
Members Trust Co 0.19% Add +435.0% 10,069 $5.4M
Kinloch Capital, LLC 2.72% Reduce -3.4% 10,064 $5.4M
Sax Wealth Advisors, LLC 0.42% Add +8.4% 10,058 $5.4M
Werba Rubin Papier Wealth Management 1.27% Add +3.9% 10,018 $5.4M
Leo Wealth, LLC 0.48% Add +5.6% 10,006 $5.4M
Global Assets Advisory, LLC 2.98% Reduce -0.4% 10,027 $5.4M
PGIM Custom Harvest LLC 0.11% Add +15.5% 9,998 $5.4M
Sigma Investment Counselors Inc. 0.31% Reduce -0.1% 9,942 $5.4M
New Century Financial Group, LLC 2.27% Reduce -6.0% 9,817 $5.3M
Omnia Family Wealth, LLC 2.21% Add +0.7% 9,916 $5.3M
Waters Parkerson & Co., LLC 0.28% Add +4.7% 9,913 $5.3M
Cidel Asset Management Inc. 0.36% No change 9,906 $5.3M
Hutchens & Kramer Investment Management Group, LLC 2.87% Add +2.4% 9,829 $5.3M
Bfsg, LLC 0.62% Add +0.1% 9,824 $5.3M
Raffa Wealth Management, LLC 1.23% Reduce -5.1% 9,824 $5.3M
Cutter & CO Brokerage, Inc. 1.29% Reduce -3.9% 9,822 $5.3M
Primoris Wealth Advisors, LLC 4.03% Add +11.7% 9,811 $5.3M
Single Point Partners, LLC 1.22% New 9,792 $5.3M
Fermata Advisors, LLC 0.98% Reduce -21.5% 9,791 $5.3M
Certuity, LLC 0.57% Reduce -41.2% 9,788 $5.3M
Gouws Capital LLC 3.60% Reduce -0.8% 9,732 $5.2M
Ascentis Independent Advisors 1.00% Reduce -13.2% 9,715 $5.2M
Bluesphere Advisors LLC 2.56% Reduce -19.9% 9,705 $5.2M
Arthur M. Cohen & Associates, LLC 0.93% Add +0.1% 9,705 $5.2M
Cambridge Capital Management, LLC 3.35% Add +18.9% 9,704 $5.2M
Douglass Winthrop Advisors, LLC 0.10% Add +8.7% 9,657 $5.2M
Qube Research & Technologies Ltd 0.01% Add +41.7% 9,638 $5.2M
Mackenzie Financial Corp. 0.01% Reduce -1.9% 9,637 $5.2M
Vernal Point Advisors, LLC 3.56% No change 9,628 $5.2M
Kitching Partners, LLC 6.65% Add +35.3% 9,615 $5.2M
Wiser Advisor Group LLC 7.50% Reduce -5.0% 9,574 $5.2M
Becker Capital Management Inc. 0.17% Add +2.4% 9,569 $5.2M
Peregrine Asset Advisers, Inc. 1.89% Reduce -2.7% 9,537 $5.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.15% Reduce -0.7% 9,529 $5.1M
RW Investment Management LLC 0.63% Add +12.7% 9,527 $5.1M
Vista Capital Partners, Inc. 0.60% Add +2.8% 9,527 $5.1M
Edmond DE Rothschild Holding S.A. 0.09% Add +18.1% 9,499 $5.1M
Essex Bank 1.26% Add +4.2% 9,466 $5.1M
ZWJ Investment Counsel Inc. 0.21% Reduce -3.2% 9,449 $5.1M
Financial Advocates Investment Management 0.29% Add +4.9% 9,402 $5.1M
ICW Investment Advisors LLC 2.11% Add +0.6% 9,393 $5.1M
Aaron Wealth Advisors LLC 0.59% Add +13.7% 9,380 $5.1M
Advisory Alpha, LLC 0.18% Add +3.2% 9,346 $5.0M
Cordatus Wealth Management LLC 1.33% New 9,347 $5.0M
Quadcap Wealth Management, LLC 0.74% Reduce -1.5% 9,342 $5.0M
Ariston Services Group 4.34% Add +3.1% 9,305 $5.0M
D.B. Root & Company, LLC 1.59% Add +2.2% 9,303 $5.0M
Phillips Wealth Planners LLC 4.99% Add +7.0% 9,357 $5.0M
Blue Edge Capital, LLC 0.78% Add +0.6% 9,245 $5.0M
Brooks, Moore & Associates, Inc. 2.94% Add +10.1% 9,230 $5.0M
Heritage Trust Co 0.58% — 9,222 $5.0M
Apella Capital, LLC 0.19% Add +1.3% 9,190 $5.0M
Walter & Keenan Wealth Management LLC /in/ 1.49% Add +298.4% 9,168 $4.9M
Christensen, King & Associates Investment Services, Inc. 2.31% Add +3.3% 8,900 $4.9M
Fonville Wealth Management LLC 1.62% Reduce -1.4% 9,097 $4.9M
Vanguard Personalized Indexing Management, LLC 0.07% Add +212.6% 9,078 $4.9M
MorganRosel Wealth Management, LLC 1.60% Add +12.1% 9,057 $4.9M
UMB Bank, n.a. 0.08% Reduce -8.6% 9,045 $4.9M
United Advisor Group, LLC 0.96% Add +53.7% 9,012 $4.9M
SRH Advisors, LLC 1.44% No change 8,978 $4.8M
RKL Wealth Management LLC 0.43% Add +8.1% 8,967 $4.8M
Klingman & Associates, LLC 0.30% Add +3.6% 8,947 $4.8M
Spirepoint Private Client, LLC 0.60% Reduce -2.1% 8,886 $4.8M
Yarger Wealth Strategies, LLC 2.76% Add +0.4% 8,874 $4.8M
JTC Employer Solutions Trustee Ltd 0.34% No change 8,837 $4.8M
Ignite Planners, LLC 1.05% Add +5.2% 8,781 $4.8M
Signature Estate & Investment Advisors LLC 0.12% Add +3.8% 8,864 $4.8M
Arrowroot Family Office, LLC 2.48% Reduce -12.0% 8,860 $4.8M
Eagle Strategies LLC 0.82% Add +1.6% 8,832 $4.8M
Atlas Capital Advisors Inc. 0.61% Add +354.8% 8,823 $4.8M
Baldwin Investment Management, LLC 0.62% New 8,799 $4.7M
Moors & Cabot, Inc. 0.23% Add +8.5% 8,794 $4.7M
Insight Advisors, LLC/ PA 0.81% Add +5.7% 8,757 $4.7M
Essex Financial Services, Inc. 0.33% Add +0.7% 8,790 $4.7M
Generation Capital Management LLC 4.05% — 8,765 $4.7M
SeaBridge Investment Advisors LLC 0.98% Add +2001.2% 8,720 $4.7M
Ledgewood Wealth Advisors, LLC 3.02% Add +0.0% 8,690 $4.7M
Foster Dykema Cabot & Partners, LLC 0.36% Reduce -1.1% 8,656 $4.7M
Legacy Financial Strategies, LLC 1.00% Add +4.5% 8,637 $4.6M
Modus Advisors, LLC 1.45% Reduce -9.3% 8,594 $4.6M
Jacobi Capital Management LLC 0.35% Reduce -2.2% 8,591 $4.6M
IMG Wealth Management, Inc. 4.26% — 8,550 $4.6M
Grant/GrossMendelsohn, LLC 2.41% Add +10.9% 8,541 $4.6M
Merriman Wealth Management, LLC 0.19% Reduce -0.3% 8,516 $4.6M
Capital Wealth Management, LLC 1.97% Add +5.2% 8,510 $4.6M
BTC Capital Management, Inc. 0.42% No change 8,500 $4.6M
Whalerock Point Partners, LLC 1.10% Add +0.6% 8,493 $4.6M
Sagace Wealth Management LLC 3.43% Add +0.5% 8,484 $4.6M
Allianz SE 0.12% No change 8,437 $4.6M
Tyche Wealth Partners LLC 0.96% Reduce -2.7% 8,458 $4.6M
Integrity Alliance, Llc. 0.49% — 8,442 $4.5M
Milestone Asset Management Group, LLC 4.06% — 8,436 $4.5M
Axis Wealth Partners, LLC 3.82% — 8,413 $4.5M
Aventura Private Wealth, LLC 2.44% — 8,400 $4.5M
Mayflower Financial Advisors, LLC 0.68% Add +7.2% 8,399 $4.5M
Forum Financial Management, LP 0.07% Add +22.9% 8,380 $4.5M
Legacy Edge Advisors, LLC 0.72% Reduce -2.3% 8,340 $4.5M
Hanover Advisors Inc. 1.89% Add +58.9% 8,347 $4.5M
Debussy Capital Management LP 0.69% Reduce -2.6% 8,144 $4.5M
Root Financial Partners, LLC 0.55% Add +17.4% 8,278 $4.5M
Black Diamond Financial, LLC 0.67% Add +27.2% 8,273 $4.5M
John G Ullman & Associates Inc. 0.66% Reduce -2.8% 8,269 $4.5M
PDS Planning, Inc 0.40% Add +3.0% 8,258 $4.4M
Xcel Wealth Management, LLC 1.24% Reduce -0.1% 8,257 $4.4M
Midwest Financial Network, LLC 4.61% — 8,237 $4.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.63% Add +24.9% 7,960 $4.4M
DGS Capital Management, LLC 1.11% Add +25.0% 8,207 $4.4M
Clarity Capital Advisors, LLC 2.96% Add +8.7% 8,203 $4.4M
Signaturefd, LLC 0.08% Add +32.3% 8,148 $4.4M
CFM Wealth Partners LLC 0.74% Add +2.3% 8,136 $4.4M
Cohen & Steers, Inc. 0.01% No change 8,132 $4.4M
Eastern Bank 0.08% Add +0.0% 8,130 $4.4M
Elevate Capital Advisors, LLC 3.85% — 8,116 $4.4M
Comprehensive Financial Planning, Inc. 3.69% — 8,108 $4.4M
Syon Capital LLC 0.39% Add +0.6% 8,106 $4.4M
Boyd Watterson Asset Management LLC 1.23% No change 8,097 $4.4M
Next Capital Management LLC 1.79% Add +2.8% 8,093 $4.4M
Palisade Asset Management, LLC 0.44% Reduce -0.6% 8,078 $4.4M
Jackson, Grant Investment Advisers, Inc. 1.67% Reduce -5.0% 8,078 $4.4M
Frisch Financial Group, Inc. 1.31% Reduce -0.3% 8,057 $4.3M
Well Done, LLC 0.79% No change 8,189 $4.3M
Private Advisory Group LLC 0.48% Reduce -3.5% 8,006 $4.3M
FAS Wealth Partners, Inc. 0.36% Add +0.0% 8,006 $4.3M
Sawyer & Company, Inc 1.59% Add +6.2% 7,993 $4.3M
Signal Advisors Wealth, LLC 0.49% Reduce -1.1% 7,993 $4.3M
Clarity Capital Partners LLC 2.23% Add +11.1% 7,985 $4.3M
Sovereign Financial Group, Inc. 0.99% Add +1.8% 7,982 $4.3M
Townsend Asset Management Corp. /NC/ 1.57% Add +0.5% 7,962 $4.3M
Caldwell Trust Co 0.45% No change 7,960 $4.3M
25 LLC 1.81% Reduce -10.0% 7,954 $4.3M
Ausdal Financial Partners, Inc. 0.37% Add +19.4% 7,936 $4.3M
Bath Savings Trust Co 0.43% Add +0.4% 7,920 $4.3M
Minot DeBlois Advisors LLC 3.88% — 7,886 $4.2M
Cercano Management LLC 0.11% Reduce -27.9% 7,883 $4.2M
WoodTrust Financial Corp 0.60% Add +3.3% 7,881 $4.2M
Cullinan Associates Inc. 0.27% Reduce -9.4% 7,830 $4.2M
Almanack Investment Partners, LLC. 0.65% Reduce -80.1% 7,818 $4.2M
M3 Advisory Group, LLC 3.02% Add +7.7% 7,816 $4.2M
Southland Equity Partners LLC 0.98% Add +21.6% 7,814 $4.2M
Rf&l Wealth Management, LLC 2.98% Add +6.3% 7,808 $4.2M
Quartz Partners, LLC 2.56% Add +7.6% 7,803 $4.2M
Gradient Capital Advisors, LLC 1.35% Reduce -3.5% 7,789 $4.2M
Fifth Third Wealth Advisors LLC 0.23% Add +55.2% 7,744 $4.2M
Welch Group, LLC 0.19% Reduce -9.2% 7,617 $4.1M
Avity Investment Management Inc. 0.32% Add +13.7% 7,646 $4.1M
New Covenant Trust Company, N.A. 4.06% Reduce -3.1% 7,559 $4.1M
Clear Creek Financial Management, LLC 0.44% Reduce -6.2% 7,583 $4.1M
Liberty Wealth Management LLC 0.68% Reduce -12.6% 7,574 $4.1M
Ami Investment Management Inc. 1.32% Reduce -7.8% 7,567 $4.1M
Fi3 FINANCIAL ADVISORS, LLC 1.53% Add +2.6% 7,562 $4.1M
Bedell Frazier Investment Counselling, LLC 1.01% Add +468.0% 7,554 $4.1M
Callan Family Office, LLC 0.26% Reduce -14.3% 7,544 $4.1M
Family Investment Center, Inc. 1.03% Add +5.3% 7,530 $4.1M
Continuum Wealth Advisors, LLC 2.05% Reduce -0.9% 7,525 $4.1M
Wellspring Financial Advisors, LLC 0.42% Add +12.5% 608,695 $4.1M
Obsidian Cio, LLC 0.74% Add +10.4% 7,513 $4.0M
Northstar Advisory Group, LLC 2.06% Add +9.7% 7,505 $4.0M
Red Crane Wealth Management, LLC 3.83% — 7,501 $4.0M
Sage Capital Advisors,llc 1.05% Add +0.8% 7,485 $4.0M
Howard Wealth Management, LLC 2.18% Add +13.6% 7,485 $4.0M
McAdam, LLC 0.22% Add +6.2% 7,480 $4.0M
Maia Wealth LLC 0.87% Reduce -5.7% 7,302 $4.0M
Fee-Only Financial Planning, L.C. 2.60% Reduce -2.4% 7,463 $4.0M
Astra Wealth Partners LLC 3.79% — 7,449 $4.0M
WESPAC Advisors, LLC 2.95% Add +1121.7% 7,440 $4.0M
Lowe Brockenbrough & Co. Inc. 0.26% Reduce -0.9% 7,421 $4.0M
Meridian Wealth Advisors, LLC 0.66% Add +249.9% 7,375 $4.0M
Burling Wealth Partners, LLC 0.81% — 7,374 $4.0M
Berry Wealth Group, LP 2.86% Reduce -4.6% 7,364 $4.0M
Silver Oak Securities, Incorporated 0.37% Add +11.1% 7,328 $4.0M
Saxony Capital Management, LLC 3.49% Add +18.4% 7,355 $4.0M
Ridgewood Investments LLC 1.91% Reduce -0.9% 7,355 $4.0M
Vestia Personal Wealth Advisors 3.25% Add +13.3% 7,330 $3.9M
Welch & Forbes LLC 0.05% Add +154.7% 7,283 $3.9M
Gerber Kawasaki Wealth & Investment Management 0.17% Add +6.3% 7,278 $3.9M
Security National Bank 0.56% No change 7,278 $3.9M
Keebeck Wealth Management 0.57% Add +4.0% 7,277 $3.9M
Etesian Wealth Advisors, Inc. 1.73% Reduce -0.5% 7,273 $3.9M
HCR Wealth Advisors 0.49% Add +188.7% 7,259 $3.9M
Prospect Financial Group LLC 4.81% — 7,254 $3.9M
Edgestream Partners, L.P. 0.17% Reduce -41.6% 7,241 $3.9M
Stratos Investment Management, LLC 0.23% Add +1.7% 7,232 $3.9M
Belmont Capital, LLC 0.63% Add +44.9% 7,230 $3.9M
Arax Advisory Partners 0.24% Add +646.4% 7,225 $3.9M
Riverchase Wealth Management, LLC 2.91% — 7,219 $3.9M
Warwick Investment Management, Inc. 0.80% Reduce -1.1% 7,176 $3.9M
Crux Wealth Advisors 2.14% — 7,130 $3.8M
Bill Few Associates, Inc. 1.35% Add +10.6% 7,120 $3.8M
Adapt Wealth Advisors, LLC 1.89% Reduce -2.2% 7,118 $3.8M
Heritage Wealth Advisors 0.19% Reduce -87.2% 7,105 $3.8M
Ardmore Road Asset Management LP 0.56% New 7,100 $3.8M
Asset Dedication, LLC 0.30% Reduce -0.8% 7,100 $3.8M
Strategic Investment Solutions, Inc. 1.28% Reduce -23.7% 8,000 $3.8M
Sheaff Brock Investment Advisors, LLC 0.33% Add +2.2% 7,060 $3.8M
Ellis Investment Partners, LLC 0.75% Add +3.5% 7,045 $3.8M
Childress Capital Advisors, LLC 1.06% Add +1.9% 7,032 $3.8M
First Interstate Bank 0.23% Add +1.1% 6,983 $3.8M
Talon Private Wealth, LLC 0.79% Add +158.6% 6,982 $3.8M
Tradewinds, LLC. 1.04% Reduce -0.3% 6,756 $3.8M
Strategies Wealth Advisors, LLC 0.47% Reduce -11.6% 6,745 $3.8M
Mechanics Bank Trust Department 0.50% Add +16.0% 6,945 $3.7M
Integrated Investment Consultants, LLC 0.77% Add +1.1% 6,934 $3.7M
Bristlecone Advisors, LLC 0.29% Reduce -0.1% 6,905 $3.7M
Seamount Financial Group Inc. 2.56% Add +11.3% 6,889 $3.7M
Clientfirst Wealth Management, LLC 3.74% — 6,870 $3.7M
May Hill Capital, LLC 1.43% — 6,855 $3.7M
Sound Income Strategies, LLC 0.23% Add +10.7% 6,846 $3.7M
Harel Insurance Investments & Financial Services Ltd. 0.06% Reduce -1.3% 6,894 $3.7M
Calamos Wealth Management LLC 0.19% Add +2.4% 6,839 $3.7M
Cornerstone Wealth Management, LLC 0.25% Add +5.8% 6,785 $3.7M
Operose Advisors LLC 1.25% Reduce -62.3% 6,785 $3.7M
S.A. Mason LLC 1.92% Add +2.2% 6,770 $3.6M
Auour Investments LLC 1.27% Add +7.6% 6,585 $3.6M
Independent Wealth Network Inc. 1.48% Add +24.6% 6,756 $3.6M
IMA Advisory Services, Inc. 0.44% Add +495.4% 6,752 $3.6M
JT Stratford LLC 0.60% Add +5.9% 6,732 $3.6M
Leisure Capital Management 1.42% New 6,721 $3.6M
Valued Retirements, Inc. 4.87% Add +14.7% 6,708 $3.6M
Berkshire Money Management, Inc. 0.39% New 6,698 $3.6M
CV Advisors LLC 1.25% New 6,692 $3.6M
Triasima Portfolio Management inc. 0.70% Reduce -33.7% 6,689 $3.6M
Paragon Private Wealth Management, LLC 1.66% Reduce -0.2% 6,668 $3.6M
Landmark Wealth Management, Inc. 1.75% New 6,661 $3.6M
BLB&B Advisors, LLC 0.18% Add +4.1% 6,657 $3.6M
Elevation Capital Advisory, LLC 1.53% Add +6.6% 6,643 $3.6M
First National Corp. /Ma/ 0.81% Add +23.3% 6,620 $3.6M
My Personal CFO, LLC 1.83% Add +21.1% 6,616 $3.6M
Red Door Wealth Management, LLC 0.55% Add +86.4% 6,604 $3.6M
Headinvest, LLC 0.67% Reduce -5.9% 6,599 $3.6M
Truepoint, Inc. 0.09% Reduce -1.0% 6,583 $3.5M
Goodwin Investment Advisory 1.85% Reduce -2.3% 6,573 $3.5M
Zacks Investment Management 0.03% Add +7.2% 6,566 $3.5M
DecisionMap Wealth Management, LLC 2.80% — 6,551 $3.5M
Channel Wealth LLC 1.15% Add +90.0% 6,549 $3.5M
Agate Pass Investment Management, LLC 1.59% Add +1.5% 6,542 $3.5M
First PREMIER Bank 0.90% Add +5.8% 6,537 $3.5M
Advisory Research Inc. 0.58% Add +1.2% 6,522 $3.5M
Sterling Group Wealth Management, LLC 1.81% Reduce -4.8% 6,486 $3.5M
LRI Investments, LLC 0.33% No change 6,465 $3.5M
NINE MASTS CAPITAL Ltd 0.67% New 6,464 $3.5M
Titleist Asset Management, LLC 0.40% Add +154.2% 6,448 $3.5M
Wealthstream Advisors, Inc. 0.64% Add +4.2% 6,438 $3.5M
WESCAP Management Group, Inc. 0.84% Add +13.3% 6,424 $3.5M
LongView Wealth Management 1.05% Add +7.5% 6,417 $3.5M
1776 Wealth LLC 1.58% Add +3.5% 6,388 $3.4M
Quadrant Capital Group LLC 0.24% Add +1.5% 6,362 $3.4M
Pennington Partners & Co., LLC 1.70% — 6,352 $3.4M
Ferguson Wellman Capital Management, Inc. 0.07% Reduce -0.1% 6,343 $3.4M
Black Swift Group, LLC 0.72% Add +4.1% 6,334 $3.4M
Armbruster Capital Management, Inc. 0.69% Add +21.4% 6,330 $3.4M
Avondale Wealth Management 2.18% Add +2.0% 6,316 $3.4M
Medallion Wealth Advisors, LLC 1.68% — 6,331 $3.4M
Viewpoint Investment Partners Corp. 4.42% Add +0.3% 6,290 $3.4M
Community Bank of Raymore 2.66% Add +28.2% 6,270 $3.4M
Biltmore Family Office, LLC 0.57% Reduce -15.7% 6,265 $3.4M
Rebalance, LLC 0.25% Add +1.6% 6,264 $3.4M
VSM Wealth Advisory, LLC 1.20% — 6,238 $3.4M
Quent Capital, LLC 0.35% Add +223.9% 6,228 $3.4M
Opulen Financial Group LLC 3.05% — 6,227 $3.4M
NYL Investors LLC 0.31% New 6,217 $3.3M
KPP Advisory Services LLC 0.79% Add +6.1% 6,204 $3.3M
Berkeley, Inc 1.73% Reduce -42.5% 6,195 $3.3M
Allen Mooney & Barnes Investment Advisors LLC 0.56% Reduce -2.8% 6,182 $3.3M
Elser Financial Planning, Inc 0.20% New 6,181 $3.3M
Bordeaux Wealth Advisors LLC 0.54% Add +0.3% 6,179 $3.3M
Bank of Marin 2.62% Reduce -2.5% 6,137 $3.3M
Ritholtz Wealth Management 0.10% Add +9.8% 6,121 $3.3M
Clarkston Capital Partners, LLC 0.06% Add +0.1% 6,111 $3.3M
Russell Investments Group, Ltd. 0.00% Add +97.3% 6,103 $3.3M
Consultiva Wealth Management, Corp. 16.48% Reduce -1.7% 6,097 $3.3M
Walled Lake Planning & Wealth Management, LLC 1.22% Add +3.4% 6,094 $3.3M
Financial Perspectives, Inc 1.10% Add +3.8% 6,067 $3.3M
Cedar Wealth Management, LLC 1.18% Add +5.5% 6,044 $3.3M
Tradition Wealth Management, LLC 0.29% Add +9.2% 6,037 $3.3M
Baldwin Wealth Partners LLC 0.22% Add +859.5% 6,016 $3.2M
Lee, Kelleher & Klein Wealth Management 2.31% — 6,013 $3.2M
DT Investment Partners, LLC 0.27% Reduce -0.5% 6,005 $3.2M
Ewa, LLC 1.20% Reduce -0.6% 5,948 $3.2M
Moss Adams Wealth Advisors LLC 0.34% Add +246.6% 5,947 $3.2M
Chris Bulman Inc 2.04% Add +78.2% 5,933 $3.2M
Planning Alternatives Ltd. 0.49% Add +0.4% 5,905 $3.2M
Thompson Davis & Co., Inc. 2.03% Add +8.2% 5,870 $3.2M
Hemington Wealth Management 0.80% Add +0.4% 5,869 $3.2M
Vise Technologies, Inc. 0.26% Add +3.9% 5,862 $3.2M
Davis R M Inc. 0.06% Add +14.0% 5,856 $3.2M
Ingalls & Snyder LLC 0.12% Add +0.6% 5,818 $3.1M
XML Financial, LLC 0.29% Add +87.3% 5,818 $3.1M
FDx Advisors, Inc. 0.92% Reduce -54.9% 5,812 $3.1M
Financial Consulate, Inc. 0.82% Add +95.2% 5,755 $3.1M
Fiduciary Counselling Inc. 8.25% Reduce -2.0% 5,717 $3.1M
Attessa Capital LLC 2.10% — 5,717 $3.1M
Ironwood Investment Counsel, LLC 0.53% Reduce -2.3% 5,703 $3.1M
First County Bank 1.71% Add +85.1% 5,688 $3.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.62% Add +249.8% 5,685 $3.1M
Farrow Financial, Inc. 1.99% Add +7.9% 5,660 $3.1M
Archer Investment Corp 0.82% Add +5.7% 5,682 $3.1M
PACK Private Wealth, LLC 1.80% Reduce -2.9% 5,677 $3.1M
Staley Capital Advisers Inc. 0.14% Add +22.5% 5,652 $3.0M
Cora Capital Advisors LLC 1.47% Reduce -5.1% 5,652 $3.0M
Virtu Financial LLC 0.16% Reduce -70.1% 5,639 $3.0M
Sfmg, LLC 0.24% Add +1.0% 5,636 $3.0M
Arcadia Wealth Management, LLC 1.54% Add +0.2% 5,632 $3.0M
LPF Advisors LLC 2.54% Reduce -0.2% 5,632 $3.0M
WMS Partners, LLC 0.17% Add +3.5% 5,631 $3.0M
Schrum Private Wealth Management LLC 2.57% Reduce -35.0% 5,630 $3.0M
Apeiron RIA LLC 0.84% Add +21.9% 5,586 $3.0M
Consilio Wealth Advisors, LLC 1.23% Reduce -0.4% 5,585 $3.0M
Global Strategic Investment Solutions, LLC 0.35% Add +0.1% 5,561 $3.0M
Richardson Financial Services Inc. 2.10% Reduce -41.0% 5,550 $3.0M
HRT Financial LP 0.02% New 5,557 $3.0M
Violich Capital Management, Inc. 0.39% Add +6.6% 5,510 $3.0M
Vermillion Wealth Management, Inc. 1.51% — 5,487 $3.0M
Barnes Pettey Financial Advisors, LLC 2.26% Reduce -3.5% 5,483 $3.0M
Bakala Capital LLC 17.73% Add +0.6% 5,472 $2.9M
Mosaic Family Wealth Partners, LLC 0.43% Add +0.9% 5,469 $2.9M
Panoramic Investment Advisors, LLC 1.91% Reduce -7.0% 5,442 $2.9M
Robinson Smith Wealth Advisors LLC 2.48% Reduce -4.3% 5,431 $2.9M
Patriot Investment Management Group, Inc. 0.22% Add +17.0% 5,413 $2.9M
Stevard, LLC 10.85% No change 5,396 $2.9M
DB Fitzpatrick & Co, Inc 2.67% Reduce -0.6% 5,386 $2.9M
Tranquility Partners, LLC 1.09% Reduce -0.2% 5,378 $2.9M
Jaffetilchin Investment Partners, LLC 0.21% Reduce -2.3% 5,360 $2.9M
First Pacific Financial 0.67% Reduce -30.4% 5,337 $2.9M
Full Sail Capital, LLC 0.18% Reduce -9.0% 5,322 $2.9M
Heritage Wealth Management, Inc. 0.95% Add +3.4% 5,315 $2.9M
Texas Yale Capital Corp. 0.12% Add +2.9% 5,315 $2.9M
Weaver Consulting Group 0.88% Add +18.5% 5,312 $2.9M
McKinley Carter Wealth Services, Inc. 0.17% Add +17.8% 5,303 $2.9M
LVW Advisors, LLC 0.35% Add +23.2% 5,303 $2.9M
Prime Buchholz LLC 0.93% — 5,294 $2.9M
Kathmere Capital Management, LLC 0.26% Add +135.7% 5,294 $2.9M
Compass Advisory Group LLC 1.02% Add +0.3% 5,272 $2.8M
DBK Financial Counsel, LLC 2.86% Reduce -1.3% 5,265 $2.8M
Disciplined Investors, L.L.C. 2.73% — 5,301 $2.8M
GHP Investment Advisors, Inc. 0.13% Add +6.2% 5,257 $2.8M
Kornitzer Capital Management Inc. 0.06% No change 5,251 $2.8M
Strategic Family Wealth Counselors, L.L.C. 0.92% Add +12.7% 5,236 $2.8M
MBL Wealth, LLC 0.28% Add +106.0% 5,236 $2.8M
Waddell & Associates, LLC 0.29% Reduce -0.2% 5,230 $2.8M
Woodmont Investment Counsel LLC 0.21% Add +20.5% 5,224 $2.8M
Platform Technology Partners 0.85% Add +2.3% 5,209 $2.8M
Veery Capital, LLC 1.07% Add +21.9% 5,204 $2.8M
Capital Advisors Inc. 0.06% Add +18.1% 5,197 $2.8M
MIdWestOne Financial Group, Inc. 0.39% Reduce -10.8% 5,183 $2.8M
Thrive Capital Management, LLC 1.28% Add +39.6% 5,181 $2.8M
Silverleafe Capital Partners, LLC 0.88% New 5,170 $2.8M
Financial Council, LLC 1.43% No change 5,152 $2.8M
Accredited Investors Inc. 0.16% Add +1.2% 5,144 $2.8M
Yoder Wealth Management, Inc. 1.53% New 5,144 $2.8M
IFC Advisors LLC 0.60% — 5,137 $2.8M
Evolution Advisers, Inc. 1.51% Add +109.3% 5,131 $2.8M
Long Island Wealth Management, Inc. 1.73% Reduce -0.8% 5,117 $2.8M
Optimist Retirement Group LLC 1.30% Reduce -0.8% 5,107 $2.8M
Principle Wealth Partners LLC 0.19% Reduce -0.2% 5,077 $2.7M
Pine Ridge Advisers LLC 0.24% No change 5,075 $2.7M
Flow Traders U.S. LLC 0.11% Reduce -72.8% 5,055 $2.7M
Gallacher Capital Management LLC 1.35% Add +0.1% 5,034 $2.7M
Performance Wealth Partners, LLC 0.09% Reduce -5.2% 5,032 $2.7M
Clark Asset Management, LLC 0.51% Add +27.7% 5,031 $2.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.03% Reduce -26.8% 5,025 $2.7M
Sonora Investment Management Group, LLC 0.21% Add +25.1% 5,001 $2.7M
CPR Investments Inc. 2.43% Reduce -17.7% 5,001 $2.7M
Magnolia Capital Advisors LLC 0.70% Add +1208.6% 4,999 $2.7M
Occidental Asset Management, LLC 0.42% Add +34.1% 4,996 $2.7M
Orgel Wealth Management, LLC 0.07% Add +52.9% 4,984 $2.7M
First National Advisers, LLC 0.43% Reduce -4.5% 4,984 $2.7M
FSA Advisors, Inc. 3.27% Reduce -71.4% 5,026 $2.7M
Hubbell Strickland Wealth Management, LLC 1.27% Add +0.5% 4,945 $2.7M
WealthShield Partners, LLC 0.38% Add +15.7% 4,911 $2.6M
Lavaca Capital LLC 1.16% No change 4,907 $2.6M
Investment Advisory Group, LLC 0.89% Add +14.5% 4,906 $2.6M
KFA Private Wealth Group, LLC 1.10% Add +1.6% 4,893 $2.6M
TCI Wealth Advisors, Inc. 0.22% Reduce -1.2% 4,889 $2.6M
Kestra Investment Management, LLC 0.10% Add +230.4% 4,884 $2.6M
Terra Nova Asset Management LLC 2.00% Reduce -2.2% 4,877 $2.6M
FOCUS Wealth Advisors, LLC 1.39% Reduce -31.6% 4,875 $2.6M
Maridea Wealth Management LLC 0.85% — 4,871 $2.6M
Trivium Point Advisory, LLC 0.33% Add +47.6% 4,862 $2.6M
Corundum Group, Inc. 0.98% Add +97.2% 4,852 $2.6M
Accel Wealth Management 0.99% Add +1.5% 4,829 $2.6M
PCA Investment Advisory Services Inc. 1.20% Add +2.1% 4,826 $2.6M
Winthrop Advisory Group LLC 0.31% Add +8.0% 4,817 $2.6M
Fortress Private Ledger, LLC 1.58% — 4,810 $2.6M
Nations Financial Group Inc, /Ia/ 0.19% Add +1.8% 4,795 $2.6M
Arrien Investments, Inc. 1.84% Reduce -2.6% 4,642 $2.6M
Bison Wealth, LLC 0.57% Add +6.1% 4,790 $2.6M
Cherry Creek Investment Advisors, Inc. 1.26% Add +0.0% 4,775 $2.6M
Olde Wealth Management, LLC 0.92% Add +0.9% 4,771 $2.6M
Values Added Financial LLC 1.49% No change 4,768 $2.6M
Provenance Wealth Advisors, LLC 0.33% No change 4,768 $2.6M
Central Valley Advisors, LLC 1.17% Add +696.7% 4,764 $2.6M
Cooper/Haims Advisors, LLC 1.45% Add +0.4% 4,761 $2.6M
E&G Advisors, LLC 0.69% No change 4,752 $2.6M
Physician Wealth Advisors, Inc. 0.43% Add +32.8% 4,743 $2.6M
Horan Capital Advisors, LLC. 0.86% Reduce -0.5% 4,731 $2.5M
Taylor Hoffman Capital Management LLC 0.93% Reduce -1.7% 4,728 $2.5M
Myecfo, LLC 1.37% Add +6.4% 4,722 $2.5M
Verus Financial Partners, Inc. 0.29% Add +0.1% 4,768 $2.5M
Perennial Investment Advisors, LLC 0.30% Add +11.4% 4,716 $2.5M
Frank, Rimerman Advisors LLC 0.18% Add +45.1% 4,713 $2.5M
Rossby Financial, LCC 1.61% — 4,709 $2.5M
Stockman Wealth Management, Inc. 0.40% Reduce -5.8% 4,697 $2.5M
Harbour Investment Management LLC 1.11% No change 4,692 $2.5M
Birch Financial Group, LLC 2.84% — 4,691 $2.5M
Cove Private Wealth, LLC 1.55% Add +5.7% 4,683 $2.5M
Meredith Wealth Planning 1.12% Add +288.1% 4,680 $2.5M
BIP Wealth, LLC 0.17% Add +16.2% 4,671 $2.5M
Retirement Income Solutions, Inc. 0.51% Add +8.7% 4,668 $2.5M
Revolve Wealth Partners, LLC 0.37% Reduce -0.1% 4,653 $2.5M
Index Fund Advisors, Inc. 0.14% Add +0.6% 4,648 $2.5M
LifeGuide Financial Advisors, LLC 1.07% Add +3.0% 4,628 $2.5M
Avestar Capital, LLC 0.23% Add +232.9% 4,624 $2.5M
Synergy Financial Group, LTD 2.08% Add +198.8% 4,619 $2.5M
Stonebridge Capital Advisors LLC 0.20% Reduce -4.3% 4,613 $2.5M
Guyasuta Investment Advisors Inc. 0.16% Add +8.6% 4,611 $2.5M
SkyOak Wealth, LLC 0.53% Add +1.2% 4,610 $2.5M
180 Wealth Advisors, LLC 0.39% Reduce -4.8% 4,597 $2.5M
Capital Wealth Alliance, LLC 1.40% New 4,590 $2.5M
Stonebridge Financial Group, LLC 0.27% — 4,584 $2.5M
First Community Trust NA 1.76% Add +149.7% 4,569 $2.5M
Oxbow Advisors, LLC 0.30% Add +16.4% 4,548 $2.5M
WMG Financial Advisors, LLC 1.05% Add +1.5% 4,542 $2.4M
Maxele Advisors, LLC 2.32% — 4,523 $2.4M
Capasso Planning Partners LLC 0.97% Reduce -26.3% 4,522 $2.4M
Asset Advisors Investment Management, LLC 0.25% Add +0.3% 4,491 $2.4M
Penobscot Wealth Management 1.11% Reduce -7.5% 4,488 $2.4M
Edge Financial Advisors LLC 2.16% Reduce -13.8% 4,486 $2.4M
L.K. Benson & Company, P.C. 1.70% — 4,468 $2.4M
FSM Wealth Advisors, LLC 0.59% Add +49.2% 4,406 $2.4M
Washburn Capital Management, Inc. 1.48% Add +35.0% 4,450 $2.4M
Capital Investment Advisory Services, LLC 0.23% Add +14.6% 4,449 $2.4M
Faithward Advisors, LLC 0.41% Add +4.4% 4,447 $2.4M
JPL Wealth Management, LLC 0.68% — 4,413 $2.4M
Canandaigua National Bank & Trust Co. 0.23% Reduce -0.3% 4,403 $2.4M
Drive Wealth Management, LLC 0.58% Add +4.5% 4,393 $2.4M
Orrstown Financial Services Inc. 0.64% No change 4,392 $2.4M
Chilton Capital Management LLC 0.10% Reduce -15.8% 4,392 $2.4M
Innova Wealth Partners 1.49% New 4,380 $2.4M
Naviter Wealth, LLC 0.28% Reduce -0.2% 4,376 $2.4M
Tortoise Investment Management, LLC 0.25% Reduce -9.8% 4,370 $2.4M
MSH Capital Advisors LLC 0.74% Add +9.7% 4,368 $2.4M
Aries Wealth Management 0.65% Add +0.2% 4,350 $2.3M
Pine Haven Investment Counsel, Inc 1.92% Reduce -0.2% 4,340 $2.3M
Shade Tree Advisors LLC 2.36% — 4,337 $2.3M
Causey Wealth LLC 1.36% — 4,322 $2.3M
Prospect Financial Services LLC 1.27% Add +6.0% 4,310 $2.3M
Slagle Financial, LLC 1.05% Reduce -6.9% 4,310 $2.3M
Montecito Bank & Trust 0.40% Reduce -1.3% 4,309 $2.3M
Hardin Capital Partners, LLC 1.40% Add +0.2% 4,303 $2.3M
DRW Securities, LLC 0.16% New 4,284 $2.3M
Private Client Services, LLC 1.24% Reduce -10.3% 4,274 $2.3M
Harfst & Associates, Inc. 0.48% Add +0.3% 4,268 $2.3M
Purkiss Capital Advisors LLC 1.99% — 4,268 $2.3M
Oarsman Capital, Inc. 0.40% Reduce -12.5% 4,259 $2.3M
Key Client Fiduciary Advisors, LLC 1.02% Add +10.1% 4,248 $2.3M
Mascoma Wealth Management LLC 0.57% Add +0.1% 4,238 $2.3M
Grantvest Financial Group LLC 2.54% — 4,223 $2.3M
Cardinal Point Capital Management ULC 0.36% Add +2.0% 4,223 $2.3M
Michels Family Financial, LLC 2.08% — 4,212 $2.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.18% Reduce -59.9% 4,207 $2.3M
Elevated Capital Advisors, LLC 0.62% Add +29.4% 4,207 $2.3M
Morton Capital Management LLC 0.43% Add +99.8% 4,203 $2.3M
GWN Securities Inc. 0.60% — 4,059 $2.3M
Tilson Financial Group, Inc. 0.92% New 4,159 $2.3M
Equita Financial Network, Inc. 0.82% Add +56.6% 4,196 $2.3M
Tumwater Wealth Management, LLC 1.18% — 4,191 $2.3M
Bell Investment Advisors, Inc 0.42% Reduce -0.2% 4,169 $2.2M
Second Line Capital, LLC 0.61% Reduce -2.1% 4,168 $2.2M
Narus Financial Partners, LLC 0.76% No change 4,165 $2.2M
S&T Bank 0.72% Reduce -84.6% 4,165 $2.2M
Wealth Architects, LLC 0.25% Add +17.4% 4,161 $2.2M
CHB Investment Group, LLC 1.22% Reduce -8.0% 4,160 $2.2M
Forthright Family Wealth Advisory LLC 1.46% Reduce -14.2% 4,158 $2.2M
Ascent Wealth Partners, LLC 0.30% Reduce -4.0% 4,158 $2.2M
Rakuten Securities, Inc. 0.88% Add +37.3% 4,157 $2.2M
Buffington Mohr McNeal 0.37% Add +0.1% 4,145 $2.2M
Wealth Management Resources, Inc. 0.82% Add +9.0% 4,120 $2.2M
Financial Synergies Wealth Advisors, Inc. 0.28% Add +0.3% 4,117 $2.2M
Onyx Bridge Wealth Group LLC 0.32% Reduce -13.8% 4,111 $2.2M
Golden State Wealth Management, LLC 0.33% — 4,105 $2.2M
Exchange Traded Concepts, LLC 0.04% Add +500.7% 4,103 $2.2M
Roble, Belko & Company, Inc 0.35% Reduce -8.8% 4,087 $2.2M
Empowered Funds, LLC 0.03% Reduce -1.4% 4,084 $2.2M
WP Advisors, LLC 0.73% Add +13.7% 4,082 $2.2M
Donaldson Capital Management, LLC 0.08% Add +19.9% 4,070 $2.2M
Wakefield Asset Management LLLP 0.74% Reduce -2.3% 4,055 $2.2M
Princeton Capital Management LLC 0.68% Add +38.4% 4,052 $2.2M
GW Henssler & Associates Ltd. 0.12% No change 4,112 $2.2M
JB Capital LLC 0.12% Reduce -0.2% 4,019 $2.2M
Freedom Investment Management, Inc. 0.18% Reduce -1.3% 4,017 $2.2M
Everhart Financial Group, Inc. 0.44% Add +0.7% 4,008 $2.2M
Infinity Wealth Counsel, LLC 2.30% — 4,000 $2.2M
Cooper Financial Group 0.26% Add +41.0% 3,999 $2.2M
Legacy Wealth Management, LLC / MS 0.85% No change 3,991 $2.2M
Zullo Investment Group, Inc. 0.87% No change 3,990 $2.1M
Sandy Spring Bank 0.09% Reduce -6.5% 3,988 $2.1M
Burt Wealth Advisors 0.54% Reduce -2.0% 3,982 $2.1M
Capital Advantage, Inc. 0.39% New 3,974 $2.1M
Martel Wealth Advisors LLC 0.42% Reduce -6.2% 3,967 $2.1M
Annex Advisory Services, LLC 0.06% Reduce -4.4% 3,961 $2.1M
Marex Group Ltd 0.04% Add +7.4% 3,958 $2.1M
Linscomb Wealth, Inc. 0.11% Reduce -1.9% 3,956 $2.1M
Busey Bank 0.07% Add +18.6% 3,950 $2.1M
WealthCollab, LLC 1.35% Add +0.0% 3,916 $2.1M
Cherry Tree Wealth Management, LLC 0.52% No change 3,910 $2.1M
WBH Advisory Inc. 0.20% Reduce -0.6% 3,910 $2.1M
Tyler-Stone Wealth Management 0.37% Add +3.0% 3,897 $2.1M
Cannon Financial Strategists, Inc. 0.36% Reduce -1.2% 3,895 $2.1M
HTG Investment Advisors, Inc. 0.96% No change 3,893 $2.1M
Portland Global Advisors LLC 0.26% Add +1.5% 3,880 $2.1M
17 Capital Partners, LLC 1.32% Add +18.8% 3,877 $2.1M
Trust Co. of Toledo NA 0.27% Add +41.5% 3,861 $2.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -7.8% 3,771 $2.1M
Segment Wealth Management, LLC 0.14% No change 3,855 $2.1M
Enzi Wealth 0.79% Reduce -3.3% 3,710 $2.1M
Raab & Moskowitz Asset Management LLC 0.51% Add +6.1% 3,837 $2.1M
Bensler, LLC 0.25% Add +37.6% 3,837 $2.1M
Peoples Bank 1.43% Reduce -3.8% 3,833 $2.1M
Hengehold Capital Management LLC 0.19% Add +17.7% 3,823 $2.1M
Atlantic Union Bankshares Corp 0.12% Add +25.9% 3,807 $2.1M
Grange Capital, LLC 2.15% — 3,801 $2.0M
Great Oak Capital Partners, LLC 0.68% Add +1.9% 3,829 $2.0M
Teamwork Financial Advisors, LLC 0.27% Reduce -3.5% 3,793 $2.0M
Culbertson A N & Co. Inc. 0.32% Reduce -8.7% 3,790 $2.0M
Laurel Wealth Advisors LLC 0.32% Reduce -0.5% 3,786 $2.0M
New Hampshire Trust 0.43% Add +255.3% 3,780 $2.0M
Tennessee Valley Asset Management Partners 0.34% Add +0.2% 3,779 $2.0M
KMT Wealth Management, LLC 1.63% — 3,776 $2.0M
Quantum Portfolio Management LLC 1.09% Add +45.6% 3,776 $2.0M
Accelerate Investment Advisors LLC 1.79% Add +7.7% 3,768 $2.0M
Private Wealth Group, LLC 0.99% No change 3,758 $2.0M
KKM Financial LLC 0.84% No change 3,758 $2.0M
Destination Wealth Management 0.06% Add +20.8% 3,742 $2.0M
Intrua Financial, LLC 0.33% Add +13.7% 3,724 $2.0M
Johnson Financial Group, Inc. 0.09% Add +3.4% 3,607 $2.0M
Grandfield & Dodd, LLC 0.12% Add +0.2% 3,687 $2.0M
Core Wealth Partners LLC 1.14% Reduce -2.9% 3,684 $2.0M
Sandbox Financial Partners, LLC 0.66% Add +2.7% 3,669 $2.0M
River Wealth Advisors LLC 0.26% Add +1.0% 3,667 $2.0M
Spinnaker Trust 0.12% Add +9.6% 3,656 $2.0M
Perkins Coie Trust Co 0.43% No change 3,643 $2.0M
Country Club Bank 0.13% Add +1.2% 3,623 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,637 $2.0M
TAP Consulting, LLC 0.40% Reduce -0.7% 3,632 $2.0M
Farnam Financial LLC 2.05% Add +3.3% 3,632 $2.0M
Founders Financial Alliance, LLC 0.54% Add +36.0% 3,628 $2.0M
Passive Capital Management, LLC. 0.69% Reduce -1.0% 3,626 $2.0M
Laffer Tengler Investments, Inc. 0.47% New 3,625 $2.0M
Meridian Wealth Partners, LLC 0.30% Add +0.1% 3,618 $1.9M
Advus Financial Partners, LLC 0.55% Reduce -7.1% 3,609 $1.9M
R.H. Investment Group, LLC 1.83% — 3,603 $1.9M
Sunesis Advisors, LLC 1.18% Add +0.0% 3,599 $1.9M
Fearless Solutions, LLC dba Best Invest 1.48% — 3,594 $1.9M
CFS Investment Advisory Services, LLC 0.17% Add +13.1% 3,592 $1.9M
Calton & Associates, Inc. 0.85% Add +6.8% 3,586 $1.9M
Von Berge Wealth Management Group, LLC 1.17% Add +1.9% 3,468 $1.9M
Hassell Wealth Management, LLC 0.78% Reduce -21.9% 3,459 $1.9M
TCP Asset Management, LLC 0.42% Reduce -0.1% 3,565 $1.9M
Richards, Merrill & Peterson, Inc. 1.00% — 3,560 $1.9M
Baring Financial LLC 1.71% — 3,557 $1.9M
BlueChip Wealth Advisors LLC 1.05% Reduce -6.7% 3,524 $1.9M
Professional Advisory Services Inc. 0.24% Reduce -2.7% 3,520 $1.9M
Callan Capital, LLC 0.14% Reduce -6.5% 3,511 $1.9M
Manuka Financial, LLC 1.28% — 3,509 $1.9M
Advyzon Investment Management, LLC 0.73% — 3,505 $1.9M
Roberts Glore & Co. Inc. 0.56% Add +0.1% 3,486 $1.9M
Copperleaf Capital, LLC 1.19% Add +4.4% 3,482 $1.9M
McCarter Private Wealth Services LLC 1.19% Add +30.8% 3,480 $1.9M
TCV Trust & Wealth Management, Inc. 0.17% Add +19.0% 3,473 $1.9M
Evelyn Partners Investment Management (Europe) Ltd 0.68% — 3,463 $1.9M
Moloney Securities Asset Management, LLC 0.25% Add +33.3% 3,462 $1.9M
Diversified Enterprises, LLC 0.18% Add +4.5% 3,448 $1.9M
Integrated Capital Management, LLC 0.99% Reduce -4.4% 3,446 $1.9M
Baker Avenue Asset Management, LP 0.06% Add +16.8% 3,445 $1.9M
Alterna Wealth Management, Inc. 1.56% No change 3,442 $1.9M
Realta Investment Advisors 0.76% Add +485.1% 3,405 $1.9M
WealthTrak Capital Management LLC 1.57% — 3,439 $1.9M
Rothschild Wealth LLC 0.54% Reduce -1.1% 3,427 $1.8M
Napatree Capital LLC 1.08% Add +2.0% 3,416 $1.8M
Curran Financial Partners, LLC 0.48% Add +4.5% 3,413 $1.8M
Capital Asset Advisory Services LLC 0.09% Reduce -3.0% 3,375 $1.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.42% Add +1.5% 3,410 $1.8M
Baker Boyer National Bank 0.63% Add +0.4% 3,408 $1.8M
New Wave Wealth Advisors LLC 0.75% Add +52.5% 3,400 $1.8M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.4% 3,386 $1.8M
Gentry Private Wealth, LLC 7.58% Reduce -96.0% 3,385 $1.8M
Latko Wealth Management, Ltd. 1.08% Add +16.1% 3,380 $1.8M
Calydon Capital 0.36% Add +1.0% 3,372 $1.8M
Hancock Whitney Corp. 0.06% Add +12.2% 3,371 $1.8M
Hanson & Doremus Investment Management 0.28% Reduce -0.0% 3,370 $1.8M
Annis Gardner Whiting Capital Advisors, LLC 0.51% No change 3,367 $1.8M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -25.6% 3,355 $1.8M
Procyon Advisors, LLC 0.12% Add +41.6% 3,349 $1.8M
Verus Capital Partners, LLC 0.17% Reduce -36.7% 3,344 $1.8M
Indiana Trust & Investment Management Co 0.61% Reduce -1.4% 3,342 $1.8M
Investment Advisory Services Inc. /TX 0.63% Add +6.3% 3,338 $1.8M
Aviance Capital Partners, LLC 0.25% Add +4.1% 3,338 $1.8M
Aspen Wealth Management LLC 0.53% Reduce -3.6% 3,325 $1.8M
Leelyn Smith, LLC 0.32% Reduce -0.7% 3,318 $1.8M
Retirement Financial Solutions, LLC 0.96% Add +0.6% 3,316 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.55% Add +50.5% 3,307 $1.8M
Clearview Wealth Advisors LLC 1.35% Reduce -4.6% 3,305 $1.8M
Round Rock Advisors LLC 0.37% Add +463.8% 3,304 $1.8M
Confluence Wealth Services, Inc. 0.12% Add +8.4% 3,175 $1.8M
Sovran Advisors, LLC 0.25% — 3,324 $1.8M
MontVue Capital Management, Inc. 1.36% No change 3,298 $1.8M
OneAscent Wealth Management LLC 0.73% Reduce -6.9% 3,288 $1.8M
Novare Capital Management LLC 0.15% Add +4.6% 3,286 $1.8M
Optivise Advisory Services LLC 0.95% Add +4.0% 3,281 $1.8M
Avantax Planning Partners, Inc. 0.06% Reduce -3.0% 3,276 $1.8M
Peterson Wealth Services 0.54% Reduce -0.8% 3,274 $1.8M
State Farm Mutual Automobile Insurance Co. 0.00% New 3,271 $1.8M
Executive Wealth Management, LLC 0.14% Reduce -7.5% 3,267 $1.8M
Alaethes Wealth, LLC 0.63% Reduce -0.9% 3,261 $1.8M
Wealth Effects LLC 0.62% Reduce -1.9% 3,253 $1.8M
Pacific Capital Wealth Advisors, Inc. 0.29% Add +750.5% 3,232 $1.7M
Heritage Financial Services, LLC 0.23% Add +7.8% 3,231 $1.7M
Zions Bancorporation, N.A. 0.11% Add +18.8% 3,228 $1.7M
Nilsine Partners, LLC 0.19% Add +15.4% 3,228 $1.7M
Cornerstone Financial Group, LLC 1.71% — 3,223 $1.7M
Alesco Advisors, LLC, An ESL Co 0.05% Add +0.3% 3,221 $1.7M
BXM Wealth LLC 2.43% — 3,218 $1.7M
Fortis Capital Management LLC 0.32% Reduce -6.2% 3,208 $1.7M
Roger Wittlin Investment Advisory, LLC 0.96% Add +4.9% 3,191 $1.7M
Elevation Point Wealth Partners, LLC 0.14% Add +216.4% 3,183 $1.7M
Cassaday & Co Wealth Management LLC 0.05% Add +34.7% 3,183 $1.7M
Horizon Family Wealth, Inc. 1.14% Reduce -18.5% 3,182 $1.7M
Fortress Wealth Management, Inc. 0.83% No change 3,174 $1.7M
Falcon Wealth Planning 0.19% Add +49.0% 3,167 $1.7M
Blake Schutter Theil Wealth Advisors, LLC 1.80% Add +1.4% 3,155 $1.7M
PBMares Wealth Management LLC 0.35% Add +1.5% 3,155 $1.7M
HMS Capital Management, LLC 0.82% No change 3,154 $1.7M
New York Life Investment Management LLC 0.02% Reduce -15.5% 3,151 $1.7M
TFR Capital, LLC. 0.84% — 3,150 $1.7M
Meridian Investment Counsel Inc. 0.51% Add +31.5% 3,145 $1.7M
Weinberger Asset Management, Inc 0.71% Add +0.6% 3,137 $1.7M
Kavar Capital Partners Group, LLC 0.29% Reduce -0.1% 3,131 $1.7M
Meeder Advisory Services, Inc. 0.11% Add +46.4% 3,127 $1.7M
Absolute Capital Management, LLC 0.93% New 2,835 $1.7M
LifeGoal Investments, LLC 1.82% — 3,122 $1.7M
Trustmark Bank Trust Department 0.12% No change 3,121 $1.7M
Chesley Taft & Associates LLC 0.08% Add +4.2% 3,116 $1.7M
Apriem Advisors 0.19% Add +16.3% 3,103 $1.7M
HFG Advisors, Inc. 1.46% Add +1.9% 3,094 $1.7M
Destiny Wealth Partners, LLC 0.27% No change 3,094 $1.7M
Stonebridge Financial Planning Group, LLC 0.74% Reduce -0.7% 3,093 $1.7M
LJI Wealth Management, LLC 0.33% Add +19.5% 3,076 $1.7M
Northwest Wealth Management, LLC 0.35% Reduce -0.9% 3,070 $1.7M
Ameliora Wealth Management Ltd. 0.62% Reduce -10.6% 3,065 $1.7M
Bray Capital Advisors 0.45% Add +0.1% 3,055 $1.6M
Horan Securities, Inc. 0.62% Add +1.7% 3,049 $1.6M
Bedel Financial Consulting, Inc. 0.23% Reduce -0.9% 2,952 $1.6M
Total Clarity Wealth Management, Inc. 0.53% Reduce -2.3% 3,042 $1.6M
Pursue Wealth Partners LLC 0.94% Add +11.7% 3,037 $1.6M
Howard Bailey Securities, LLC 0.61% Reduce -14.5% 3,035 $1.6M
AA Financial Advisors, LLC 0.44% Reduce -3.1% 3,030 $1.6M
Diversified Portfolios, Inc. 0.18% Add +35.8% 3,023 $1.6M
Atlanta Consulting Group Advisors, LLC 0.60% Reduce -86.5% 3,018 $1.6M
Wick Capital Partners, LLC 0.48% Add +21.2% 3,013 $1.6M
Darrow Company, Inc. 0.94% No change 3,003 $1.6M
NDVR, Inc. 1.54% No change 2,995 $1.6M
Planning Directions Inc. 0.94% Add +48.2% 2,993 $1.6M
Balboa Wealth Partners 0.37% Add +5.7% 2,986 $1.6M
Compass Investment Advisers LLC 4.66% — 2,979 $1.6M
Maripau Wealth Management LLC 0.95% New 2,966 $1.6M
Prudential Financial Inc. 0.00% Reduce -98.4% 2,950 $1.6M
Heritage Wealth Management, Inc. 1.35% Add +99.7% 2,943 $1.6M
Ames National Corp. 1.07% — 2,941 $1.6M
Virtus Wealth Solutions LLC 0.37% — 2,941 $1.6M
Cherrydale Wealth Management, LLC 0.61% Add +23.4% 2,936 $1.6M
Alpha Financial Partners LLC 1.25% Add +60.4% 2,935 $1.6M
Financial Advisory Corp 0.28% — 2,935 $1.6M
Hamilton Point Investment Advisors, LLC 0.29% Reduce -2.0% 2,935 $1.6M
Compass Ion Advisors, LLC 0.19% Add +3.8% 2,932 $1.6M
Tamar Securities, LLC 0.22% Add +103.1% 2,931 $1.6M
Chapman Financial Group, LLC 1.27% — 2,929 $1.6M
Marks Group Wealth Management, Inc 0.16% Add +2.1% 2,925 $1.6M
Van Cleef Asset Management,Inc 0.17% No change 2,925 $1.6M
Tocqueville Asset Management L.P. 0.02% Add +2.1% 2,922 $1.6M
Cascade Financial Partners, LLC 0.20% Add +1.4% 2,919 $1.6M
Arlington Trust Co LLC 0.33% Reduce -14.2% 2,919 $1.6M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 1.54% — 2,906 $1.6M
Valley Forge Investment Consultants Inc. Adv 0.54% Add +0.3% 2,895 $1.6M
Greenline Partners, LLC 0.22% Add +18.4% 2,892 $1.6M
Inman Jager Wealth Management, LLC 1.21% — 2,880 $1.6M
Madison Park Capital Advisors, LLC 1.24% Add +57.6% 2,879 $1.6M
Paladin Advisory Group, LLC 1.18% Reduce -4.7% 2,865 $1.5M
Clearstead Trust, LLC 0.33% Add +7.3% 2,865 $1.5M
Libra Wealth LLC 0.60% No change 2,849 $1.5M
Beirne Wealth Consulting Services, LLC 0.55% Add +0.6% 2,847 $1.5M
Rappaport Reiches Capital Management, LLC 0.39% Add +0.3% 2,830 $1.5M
XTX Topco Ltd 0.13% Add +109.9% 2,819 $1.5M
Premier Path Wealth Partners, LLC 0.23% No change 2,813 $1.5M
Watts Gwilliam & Co., LLC 0.32% Add +7.9% 2,798 $1.5M
MV Capital Management, Inc. 0.16% No change 2,811 $1.5M
Greystone Financial Group, LLC 0.26% Add +1.4% 2,803 $1.5M
Kooman & Associates 0.55% Reduce -0.7% 2,798 $1.5M
Portside Wealth Group, LLC 0.25% Add +19.9% 2,797 $1.5M
Zevin Asset Management LLC 0.22% No change 2,789 $1.5M
Redhawk Wealth Advisors, Inc. 0.20% Add +1.1% 2,786 $1.5M
Capstone Wealth Management Group LLC 1.14% — 2,784 $1.5M
Twin Peaks Wealth Advisors, LLC 0.64% Add +48.0% 2,784 $1.5M
NorthCrest Asset Manangement, LLC 0.04% Add +58.5% 2,772 $1.5M
Belvedere Trading LLC 0.11% Reduce -82.9% 2,772 $1.5M
Valtinson Bruner Financial Planning LLC 0.52% Add +7.5% 2,765 $1.5M
Enterprise Bank & Trust Co 0.49% Add +1.3% 2,763 $1.5M
Marietta Investment Partners LLC 0.33% Add +4.3% 2,752 $1.5M
Mullaney, Keating & Wright, Inc. 1.00% Add +259.6% 2,751 $1.5M
BetterWealth, LLC 0.41% No change 2,750 $1.5M
Sabal Trust CO 0.09% Add +11.3% 2,748 $1.5M
First Trust Advisors LP 0.00% New 2,748 $1.5M
Grey Ledge Advisors, LLC 0.38% Reduce -0.1% 2,746 $1.5M
Riverview Trust Co 1.35% Reduce -14.0% 2,740 $1.5M
IMPACTfolio, LLC 0.76% Add +0.1% 2,730 $1.5M
Sightline Wealth Advisors, LLC 0.79% Add +0.2% 2,727 $1.5M
Bourgeon Capital Management LLC 0.28% Add +1.2% 2,724 $1.5M
Strategic Financial Partners, Ltd. 0.75% Add +3.0% 2,721 $1.5M
Cape Cod Five Cents Savings Bank 0.13% No change 2,778 $1.5M
Tradewinds Capital Management, LLC 0.39% Add +5.0% 2,709 $1.5M
Beacon Financial Advisory LLC 0.47% Add +4.2% 2,700 $1.5M
Chemistry Wealth Management LLC 0.34% Reduce -1.4% 2,673 $1.4M
Verisail Partners, LLC 0.67% — 2,666 $1.4M
Ellevest, Inc. 0.08% Reduce -0.7% 2,662 $1.4M
Tudor Investment Corporation 0.02% Reduce -96.0% 2,662 $1.4M
HHM Wealth Advisors, LLC 0.19% Reduce -14.4% 2,659 $1.4M
Fortis Capital Advisors, LLC 0.49% Reduce -28.2% 2,763 $1.4M
Vigilare Wealth Management 0.58% Reduce -2.7% 2,652 $1.4M
Wealthquest Corp 0.12% Reduce -5.2% 2,631 $1.4M
1ST Source Bank 0.08% Reduce -1.0% 2,628 $1.4M
Private Wealth Partners, LLC 0.11% Add +7.7% 2,621 $1.4M
Novem Group 0.21% — 2,619 $1.4M
BHK Investment Advisors, LLC 0.53% No change 2,617 $1.4M
Adamsbrown Wealth Consultants LLC 0.48% Add +1.9% 2,614 $1.4M
Orcam Financial Group 1.36% Add +21.7% 2,613 $1.4M
Valley Financial Group, Inc. 0.98% Add +0.2% 2,610 $1.4M
Mezzasalma Advisors, LLC 0.45% Add +19.2% 2,603 $1.4M
Sensible Money, LLC 0.61% Reduce -6.0% 2,603 $1.4M
Wimmer Associates 1, LLC 0.69% Add +31.0% 2,598 $1.4M
Eclectic Associates Inc. 0.41% Reduce -0.7% 2,597 $1.4M
Unique Wealth, LLC 0.29% Add +48.3% 2,593 $1.4M
Cibc World Markets Corp. 0.01% Reduce -2.7% 2,593 $1.4M
Elite Financial, Inc. 0.76% — 2,594 $1.4M
EagleClaw Capital Managment, LLC 0.22% No change 2,592 $1.4M
Bragg Financial Advisors, Inc 0.06% Reduce -2.8% 2,592 $1.4M
Cyndeo Wealth Partners, LLC 0.09% Add +0.3% 2,589 $1.4M
Harmony Asset Management LLC 0.55% Add +2.9% 2,589 $1.4M
Claris Financial LLC 0.92% — 2,588 $1.4M
Lyell Wealth Management, LP 0.12% Reduce -17.1% 2,554 $1.4M
BlackDiamond Wealth Management, LLC 0.79% No change 2,552 $1.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.67% Add +0.2% 2,551 $1.4M
Level Wealth Management LLC 0.97% — 2,549 $1.4M
Meridian Management Co. 0.36% No change 2,540 $1.4M
Partners Wealth Management, LLC 1.56% — 2,538 $1.4M
Magnolia Private Wealth, LLC 1.22% — 2,536 $1.4M
CFC Planning Co LLC 1.46% — 2,534 $1.4M
Aegis Wealth Management LLC 0.92% — 2,529 $1.4M
Miller Investment Management, LP 0.15% No change 2,529 $1.4M
Smith Thornton Advisors LLC 0.86% Reduce -0.0% 2,517 $1.4M
Jim Saulnier & Associates, LLC 1.17% Reduce -4.0% 2,506 $1.4M
Beck Mack & Oliver LLC 0.03% Reduce -7.4% 2,505 $1.3M
Kane Investment Management, Inc. 0.75% — 2,503 $1.3M
Fairhaven Wealth Management, LLC 0.42% Add +2.3% 2,495 $1.3M
Kirtland Hills Capital Management, LLC 0.86% Add +82.4% 2,490 $1.3M
Patton Albertson Miller Group, LLC 0.18% Add +66.8% 2,489 $1.3M
Clarity Wealth Advisors, LLC 0.37% Add +1.0% 2,485 $1.3M
Martin Worley Group 0.84% — 2,482 $1.3M
Summit Place Financial Advisors, LLC 0.76% Add +8.8% 2,479 $1.3M
Rockingstone Advisors LLC 0.59% Reduce -3.3% 2,478 $1.3M
Northeast Financial Group, Inc. 0.51% Reduce -0.9% 2,472 $1.3M
Gallagher Fiduciary Advisors, LLC 0.26% New 2,471 $1.3M
MADDEN SECURITIES Corp 0.53% No change 2,469 $1.3M
Princeton Global Asset Management LLC 0.25% Reduce -2.9% 2,455 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.33% No change 2,443 $1.3M
Garden State Investment Advisory Services LLC 0.40% Add +0.7% 2,434 $1.3M
Sierra Ocean, LLC 1.07% — 2,434 $1.3M
Benchmark Investment Advisors LLC 0.85% Add +0.6% 2,432 $1.3M
Madrona Financial Services, LLC 0.36% Add +46.5% 2,428 $1.3M
Richardson Capital Management LLC 0.83% Add +6.6% 2,427 $1.3M
Towne Trust Company, N.A 0.46% New 2,423 $1.3M
Quadrant Private Wealth Management, LLC 0.32% Add +15.0% 2,423 $1.3M
Midwest Heritage Bank, FSB 0.60% Add +0.3% 2,419 $1.3M
Wintrust Investments LLC 1.15% Add +3.1% 2,420 $1.3M
Willis Johnson & Associates, Inc. 0.10% Reduce -21.4% 2,416 $1.3M
JFG Wealth Management, LLC 0.30% Reduce -13.3% 2,410 $1.3M
Sims Investment Management, LLC 0.73% — 2,409 $1.3M
Tolleson Wealth Management, Inc. 0.27% No change 2,407 $1.3M
Select Asset Management & Trust 0.50% Reduce -2.4% 2,404 $1.3M
Geometric Wealth Advisors 0.24% Add +0.1% 2,401 $1.3M
Marshall Investment Management, LLC 0.76% — 2,447 $1.3M
Integrity Financial Corp 0.74% Add +28.8% 2,396 $1.3M
Kaizen Financial Strategies 0.73% Add +0.1% 2,394 $1.3M
Eagle Bay Advisors LLC 0.81% Add +0.4% 2,385 $1.3M
Schechter Investment Advisors, LLC 0.10% Add +6.6% 2,383 $1.3M
Whalen Wealth Management Inc. 0.89% Reduce -8.9% 2,383 $1.3M
Mustard Seed Financial, LLC 1.04% Add +6.9% 2,377 $1.3M
Consolidated Portfolio Review Corp 0.20% Reduce -2.5% 2,371 $1.3M
Coastwise Capital Group, LLC 1.02% Add +2.3% 2,363 $1.3M
GEM Asset Management, LLC 0.71% Reduce -8.0% 2,348 $1.3M
Snider Financial Group 0.39% New 2,346 $1.3M
McGuire Investment Group, LLC 0.18% No change 2,343 $1.3M
Maple Capital Management, Inc. 0.09% Add +79.3% 2,340 $1.3M
New Republic Capital, LLC 0.82% Reduce -31.6% 2,340 $1.3M
Millstone Evans Group, LLC 0.86% — 2,337 $1.3M
Trueblood Wealth Management, LLC 0.62% Add +36.9% 2,336 $1.3M
SFG Wealth Management, LLC. 0.66% Reduce -3.6% 2,321 $1.3M
Cross Staff Investments Inc 0.87% No change 2,320 $1.3M
SlateStone Wealth, LLC 0.12% Add +2.0% 2,318 $1.2M
Foster Group, Inc. 0.05% Add +230.4% 2,313 $1.2M
Jupiter Wealth Management LLC 0.62% Reduce -35.0% 2,312 $1.2M
Klingenstein Fields & Co. LP 0.05% Add +22.1% 2,308 $1.2M
Rovin Capital /Ut/ 0.45% Reduce -5.6% 2,297 $1.2M
BG Investment Services, LLC 1.24% — 2,293 $1.2M
Anfield Capital Management, LLC 0.45% No change 2,292 $1.2M
Granite FO LLC 0.70% Add +0.1% 2,289 $1.2M
Bluespring Wealth Management, LLC 0.13% Add +13.1% 2,288 $1.2M
Bonfire Financial 1.11% — 2,280 $1.2M
Olistico Wealth, LLC 0.71% Reduce -1.7% 2,279 $1.2M
Heritage Investment Group, Inc. 0.23% Reduce -1.1% 2,277 $1.2M
Mystic Asset Management, Inc. 0.33% Add +20.4% 2,272 $1.2M
Parcion Private Wealth LLC 0.09% Reduce -22.1% 2,266 $1.2M
North Point Portfolio Managers Corp. 0.21% Add +35.6% 2,262 $1.2M
TFC Financial Management, Inc. 0.19% Add +0.2% 2,252 $1.2M
Levin Capital Strategies, L.P. 0.12% No change 2,252 $1.2M
Peak Planning Group, LLC 0.50% Add +34.7% 2,248 $1.2M
Cahill Financial Advisors Inc. 0.16% Reduce -11.2% 2,236 $1.2M
AIFG Consultants Ltd. 1.96% Reduce -1.8% 2,233 $1.2M
Capital Management Associates 1.42% Reduce -12.0% 2,231 $1.2M
RAM Investment Partners, LLC 0.30% Add +119.5% 2,228 $1.2M
PVG Asset Management Corp. 5.67% Reduce -11.5% 2,226 $1.2M
Wealth Management Nebraska 0.20% — 2,226 $1.2M
Citizens National Bank Trust Department 0.25% No change 2,225 $1.2M
Alkeme Wealth, LLC 0.55% No change 2,224 $1.2M
Roberts Financial Services LLC 0.23% Add +117.0% 2,224 $1.2M
Melone Private Wealth, LLC 0.62% Add +0.5% 2,222 $1.2M
Juncture Wealth Strategies, LLC 0.45% Add +149.4% 2,220 $1.2M
Madison Wealth Partners, Inc 0.33% Reduce -0.6% 2,218 $1.2M
Gibson Capital, LLC 0.24% Reduce -0.9% 2,216 $1.2M
Compass Financial Services Inc 0.68% — 2,215 $1.2M
Smallwood Wealth Investment Management, LLC 0.82% No change 2,209 $1.2M
Parr McKnight Wealth Management Group, LLC 0.17% — 2,206 $1.2M
Wayfinding Financial, LLC 0.63% New 2,204 $1.2M
49 Wealth Management, LLC 0.17% Add +72.7% 2,203 $1.2M
Stokes Capital Advisors, LLC 0.31% Add +1.2% 2,201 $1.2M
CapWealth Advisors, LLC 0.13% Reduce -5.1% 2,193 $1.2M
Stonekeep Investments, LLC 0.88% Reduce -31.6% 2,184 $1.2M
Community Bank, N.A. 0.15% No change 2,178 $1.2M
DHJJ Financial Advisors, Ltd. 0.46% Add +8.5% 2,173 $1.2M
Gradient Investments LLC 0.02% Add +7.4% 2,172 $1.2M
Transce3nd, LLC 0.40% — 2,168 $1.2M
Clear Point Advisors Inc. 1.00% Add +5.2% 2,168 $1.2M
Wingate Wealth Advisors, Inc. 1.15% — 2,168 $1.2M
Wolff Wiese Magana LLC 0.77% Add +31.8% 2,167 $1.2M
Pacific Center for Financial Services 0.30% Add +15.3% 2,159 $1.2M
Bernardo Wealth Planning LLC 0.28% Add +1.1% 2,178 $1.2M
Cresta Advisors, Ltd. 0.61% No change 2,200 $1.2M
Stage Harbor Financial, LLC 1.01% Add +4.6% 2,148 $1.2M
DecisionPoint Financial, LLC 0.35% Add +0.7% 2,143 $1.2M
Edgemoor Investment Advisors, Inc. 0.10% Add +0.5% 2,142 $1.2M
Capital Square, LLC 0.65% Add +1.3% 2,062 $1.2M
Birch Hill Investment Advisors LLC 0.05% Reduce -13.2% 2,128 $1.1M
Park Place Capital Corp 0.32% Add +0.1% 2,126 $1.1M
Affinity Capital Advisors, LLC 0.22% Add +15.5% 2,116 $1.1M
Colonial Trust Advisors 0.10% Reduce -2.8% 2,117 $1.1M
Pacific Asset Management, LLC 1.07% — 2,117 $1.1M
HM Payson & Co. 0.02% Reduce -4.3% 2,113 $1.1M
Thomasville National Bank 0.08% Reduce -0.2% 2,112 $1.1M
Amplius Wealth Advisors, LLC 0.12% Add +0.1% 2,106 $1.1M
IPG Investment Advisors LLC 0.26% Add +5.3% 2,100 $1.1M
Anderson Hoagland & Co. 0.12% No change 2,059 $1.1M
Gateway Wealth Partners, LLC 0.29% Add +9.4% 2,098 $1.1M
Glen Eagle Advisors, LLC 0.19% Reduce -2.3% 2,093 $1.1M
MSA Advisors, LLC 0.28% No change 2,093 $1.1M
Hershey Financial Advisers, LLC 0.99% — 2,082 $1.1M
Asset Allocation Strategies LLC 0.27% Add +1.7% 2,016 $1.1M
Chapin Davis, Inc. 0.36% No change 2,115 $1.1M
Sather Financial Group Inc 0.07% No change 2,069 $1.1M
Glaxis Capital Management, LLC 3.08% Add +0.6% 2,066 $1.1M
Silicon Valley Capital Partners 0.12% Reduce -2.4% 2,062 $1.1M
Toth Financial Advisory Corp. 0.13% Add +0.6% 2,061 $1.1M
Trexquant Investment LP 0.01% Reduce -1.6% 2,060 $1.1M
Up Strategic Wealth Investment Advisors LLC 1.11% No change 2,054 $1.1M
Rezny Wealth Management, Inc. 0.27% No change 2,053 $1.1M
King Wealth Management Group 0.16% Add +0.8% 2,052 $1.1M
New Millennium Group LLC 0.64% Reduce -2.1% 2,047 $1.1M
Beck Capital Management, LLC 0.29% Reduce -8.5% 2,045 $1.1M
Family Manage LLC 0.18% No change 2,039 $1.1M
Alteri Wealth LLC 0.30% — 2,030 $1.1M
Sittner & Nelson, LLC 0.47% Reduce -0.7% 2,028 $1.1M
RB Capital Management, LLC 0.27% Add +18.7% 2,021 $1.1M
V2 Financial group LLC 0.66% Add +0.1% 2,020 $1.1M
Arkfeld Wealth Strategies, L.L.C. 0.50% Add +2.1% 2,036 $1.1M
Argonautica Private Wealth Management, Inc. 0.35% Reduce -5.1% 2,018 $1.1M
Westshore Wealth, LLC 0.44% Add +250.4% 2,015 $1.1M
CPA Asset Management Group, LLC 0.50% Reduce -1.1% 2,011 $1.1M
Tull Financial Group, Inc. 0.65% Add +5.0% 2,009 $1.1M
Fairman Group, LLC 0.89% Add +0.3% 2,004 $1.1M
Kanawha Capital Management LLC 0.08% Reduce -0.3% 2,004 $1.1M
Acas, LLC 0.80% Reduce -4.7% 1,943 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -0.1% 2,002 $1.1M
Mission Creek Capital Partners, Inc. 0.24% Add +12.4% 2,002 $1.1M
Baron Wealth Management LLC 0.51% Add +2.7% 2,001 $1.1M
LifeWealth Investments, LLC 0.71% — 2,000 $1.1M
Austin Private Wealth, LLC 0.10% Add +11.5% 1,994 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,990 $1.1M
Brand Asset Management Group, Inc. 0.43% Reduce -16.3% 1,988 $1.1M
Vestor Capital, LLC 0.08% Reduce -0.6% 1,987 $1.1M
VERITY Wealth Advisors 0.77% No change 1,985 $1.1M
Invst, LLC 0.13% Add +10.0% 1,981 $1.1M
Authentikos Wealth Advisory, LLC 1.05% Reduce -1.8% 1,977 $1.1M
Cutler Capital Management, LLC 0.48% Reduce -57.9% 1,972 $1.1M
Plum Street Advisors, LLC 0.52% Add +0.1% 1,969 $1.1M
Austin Wealth Management, LLC 0.22% Reduce -3.8% 1,926 $1.1M
SMI Advisory Services, LLC 0.24% Reduce -1.7% 1,975 $1.1M
Latitude Advisors, LLC 0.59% Add +7.6% 1,953 $1.1M
Graves Light Lenhart Wealth, Inc. 0.13% Add +1.0% 1,948 $1.0M
Members Wealth LLC 0.78% — 1,889 $1.0M
Investment House LLC 0.06% New 1,944 $1.0M
Plotkin Financial Advisors, LLC 0.62% Reduce -4.6% 1,937 $1.0M
Valley Wealth Managers, Inc. 0.08% Reduce -8.3% 1,935 $1.0M
TLWM 0.20% Add +6.6% 1,932 $1.0M
Avenir Corp. 0.11% No change 1,930 $1.0M
Saranac Partners Ltd 0.59% New 1,929 $1.0M
Moneco Advisors, LLC 0.11% Add +17.7% 1,929 $1.0M
Capstone Financial Advisors, Inc. 0.06% Add +16.1% 1,927 $1.0M
Morling Financial Advisors, LLC 0.36% No change 1,921 $1.0M
KCM Investment Advisors LLC 0.04% Add +3.7% 1,920 $1.0M
Taurus Asset Management, LLC 0.10% Reduce -8.4% 1,915 $1.0M
FLC Capital Advisors 0.24% No change 1,905 $1.0M
RiverFront Investment Group, LLC 0.02% Add +9.2% 1,895 $1.0M
Broadleaf Partners, LLC 0.24% Add +115.2% 1,894 $1.0M
Gill Capital Partners, LLC 0.36% Reduce -0.2% 1,879 $1.0M
Scissortail Wealth Management, LLC 0.26% Add +26742.9% 1,879 $1.0M
Lam Group, Inc. 0.72% No change 1,870 $1.0M
Fielder Capital Group LLC 0.31% Reduce -3.3% 1,868 $1.0M
Allred Capital Management, LLC 0.39% No change 1,867 $1.0M
Lynx Investment Advisory 0.68% Reduce -5.6% 1,862 $1.0M
Power Wealth Management LLC 0.42% Reduce -1.4% 1,861 $1.0M
Sandhill Capital Partners LLC 0.08% Add +41.7% 1,858 $1.0M
Farmers National Bank 0.29% — 1,855 $999K
Retirement Planning Co of New England, Inc. 0.48% Reduce -0.3% 1,852 $998K
Aurora Private Wealth, Inc. 0.75% Add +0.4% 1,852 $998K
Blueprint Investment Partners LLC 0.16% Reduce -9.4% 1,851 $997K
Iron Horse Wealth Management, LLC 0.33% Add +23.1% 1,846 $995K
Duncker Streett & Co. Inc. 0.18% No change 1,842 $993K
FRG Family Wealth Advisors LLC 0.18% No change 1,840 $991K
Commons Capital, LLC 0.90% New 1,834 $988K
Institute for Wealth Management, LLC. 0.12% Add +0.5% 1,829 $985K
Presilium Private Wealth, LLC 0.23% No change 1,823 $982K
BFI Infinity Ltd. 1.06% — 1,819 $980K
Capstone Wealth Management Group, LLC 0.52% Add +0.1% 1,813 $977K
CX Institutional 0.04% Add +27.9% 1,811 $976K
Chesapeake Wealth Management 0.33% Add +63.7% 1,811 $976K
Cullen Investment Group, LTD. 0.14% Add +56.5% 1,808 $974K
Main Management LLC 0.08% No change 1,807 $974K
Herbst Group, LLC 0.61% Reduce -0.1% 1,807 $974K
Ritter Daniher Financial Advisory LLC / DE 0.27% Reduce -5.2% 1,807 $974K
Optima Capital LLC 0.67% — 1,811 $973K
Financial Futures Ltd Liability Co. 0.55% Reduce -3.6% 1,805 $972K
Old Mission Capital LLC 0.02% New 1,795 $967K
Wealth Dimensions Group, Ltd. 0.24% Add +6.5% 1,792 $966K
Burns J W & Co. Inc. 0.12% Add +6.7% 1,786 $962K
Howard Financial Services, LTD. 0.13% Add +61.9% 1,784 $961K
Able Wealth Management LLC 0.63% Reduce -11.0% 1,773 $955K
Peoples Financial Services Corp. 0.44% Reduce -3.6% 1,769 $953K
Graney & King, LLC 0.72% — 1,767 $952K
Benchmark Financial Wealth Advisors, LLC 0.30% Add +12.2% 1,759 $948K
Financial Connections Group, Inc. 0.46% Add +0.6% 1,759 $947K
Sage Investment Counsel LLC 1.23% — 1,750 $943K
WealthPLAN Partners, LLC 0.13% Add +24.5% 1,750 $943K
Strategic Wealth Partners, Ltd. 0.08% Add +30.4% 1,681 $943K
Grey Fox Wealth Advisors, LLC 0.26% Add +60.5% 1,749 $943K
Barrett & Company, Inc. 0.40% No change 1,748 $942K
Financial Freedom, LLC 0.49% Add +0.1% 1,742 $938K
LCNB Corp. 0.34% No change 1,740 $938K
Swmg, LLC 0.37% Reduce -22.7% 1,677 $935K
Resources Management Corp. /CT/ 0.13% Add +1.1% 1,733 $934K
FreeGulliver LLC 0.49% Add +0.6% 1,727 $931K
Apollon Financial, LLC 0.23% Add +0.4% 1,724 $929K
McRae Capital Management Inc. 0.18% Add +0.2% 1,721 $927K
Williams & Novak, LLC 0.89% Add +1.9% 1,720 $927K
Twin City Private Wealth, LLC 0.82% Add +0.6% 1,719 $926K
Financial Insights, Inc. 0.36% Reduce -7.3% 1,718 $926K
Accredited Investor Services, LLC 0.74% — 1,710 $921K
Prosperity Consulting Group, LLC 0.07% Add +66.0% 1,710 $921K
Cyrus J. Lawrence, LLC 0.18% Add +1302.5% 1,711 $921K
Richard P Slaughter Associates Inc 0.21% No change 1,707 $919K
WealthBridge Capital Management, LLC 0.26% Add +0.2% 1,706 $919K
First Financial Bank - Trust Division 0.09% Add +1.3% 1,694 $913K
Oakwell Private Wealth Management, LLC 0.26% Add +6.8% 1,691 $911K
NTV Asset Management LLC 0.12% Add +0.2% 1,687 $909K
Eagle Global Advisors LLC 0.04% No change 1,684 $907K
Shaker Investments LLC 0.38% Add +0.7% 1,684 $907K
Wade Financial Advisory, Inc 0.31% No change 1,683 $907K
Summit Asset Management, LLC 0.16% Add +15.8% 1,683 $907K
Dudley Capital Management, LLC 0.46% No change 1,682 $906K
Advance Capital Management, Inc. 0.04% Add +0.5% 1,680 $905K
Chilton Investment Co. Inc. 0.02% Add +75.6% 1,677 $904K
Empirical Finance, LLC 0.05% Add +0.6% 1,673 $902K
SwitchPoint Financial Planning, LLC 0.86% — 1,671 $900K
Ironwood Financial, llc 0.19% Add +8.2% 1,669 $899K
Fairvoy Private Wealth, LLC 0.24% — 1,668 $899K
Delta Financial Group, Inc. 0.21% New 1,667 $898K
Azimuth Capital Investment Management LLC 0.03% Add +8.4% 1,666 $898K
Congress Asset Management Co. 0.01% Add +14.5% 1,665 $897K
Midwest Capital Advisors, LLC 0.66% — 1,664 $897K
Walker Asset Management, LLC 0.55% Add +10.3% 1,662 $896K
Signet Financial Management, LLC 0.11% No change 1,662 $896K
Summit X, LLC 0.20% Add +13.6% 1,657 $893K
Walleye Trading LLC 0.02% Reduce -64.1% 1,656 $892K
Significant Wealth Partners LLC 0.46% Add +6.4% 1,655 $892K
TBH Global Asset Management, LLC 0.21% Add +34.5% 1,651 $889K
Wallace Capital Management Inc. 0.12% Reduce -8.8% 1,647 $888K
Smith Salley Wealth Management 0.06% Reduce -2.5% 1,647 $888K
Arvest Bank Trust Division 0.05% Reduce -66.4% 1,646 $887K
Dupree Financial Group, LLC 0.43% Add +0.6% 1,644 $886K
Forefront Wealth Partners, LLC 0.66% — 1,642 $885K
Great Lakes Advisors, LLC 0.01% Add +12.2% 1,634 $881K
Wealth Management Strategies, Inc. 0.67% — 1,628 $877K
First Nebraska Trust Co 0.08% No change 1,624 $875K
Foguth Wealth Management, LLC. 0.23% Add +25.6% 1,564 $874K
Van Hulzen Asset Management, LLC 0.06% Add +9.6% 1,622 $874K
Interactive Financial Advisors, Inc. 0.46% Reduce -6.6% 1,621 $874K
ORBA Wealth Advisors, L.L.C. 0.46% Add +0.3% 1,619 $872K
Boyce & Associates Wealth Consulting, Inc. 0.88% Add +4.0% 1,617 $871K
Triton Wealth Management, PLLC 0.45% Add +10.7% 1,600 $870K
CLG LLC 0.31% — 1,615 $870K
Carrera Capital Advisors 0.20% No change 1,612 $869K
Kelman-Lazarov, Inc. 0.16% Reduce -71.4% 1,612 $869K
Creekside Partners 0.45% Add +8.0% 1,611 $868K
Catalyst Private Wealth, LLC 0.39% Add +7.4% 1,605 $865K
Harbor Group, Inc. 0.19% Add +51.6% 1,601 $863K
Washington Capital Management, Inc. 0.68% Reduce -4.5% 1,599 $862K
White Knight Strategic Wealth Advisors, LLC 0.36% Add +100.3% 1,598 $861K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.09% No change 1,586 $855K
Prostatis Group LLC 0.25% Reduce -16.9% 1,586 $854K
Revisor Wealth Management LLC 0.79% Add +5.9% 1,579 $854K
Maiden Cove Capital, LLC 1.30% Add +19.3% 1,583 $853K
Vestment Financial LLC 0.65% — 1,571 $850K
GAMMA Investing LLC 0.07% Add +23.3% 1,573 $848K
Morey & Quinn Wealth Partners, LLC 0.72% — 1,573 $847K
Financial Management Network Inc. 0.18% Add +8.5% 1,555 $847K
Arcadia Investment Advisors LLC 0.46% Reduce -12.3% 1,569 $845K
Broadview Financial Management, LLC 0.60% Add +0.3% 1,565 $843K
Dimension Capital Management LLC 0.14% No change 1,565 $843K
Strata Wealth Advisors, LLC 0.26% Add +20.3% 1,562 $842K
Forum Private Client Group LLC 0.37% Add +3.0% 1,561 $841K
Penn Davis McFarland Inc. 0.09% No change 1,560 $841K
GatePass Capital, LLC 0.93% — 1,558 $840K
Cornell Pochily Investment Advisors, Inc. 0.29% Reduce -3.0% 1,558 $840K
Sequent Planning LLC 0.31% Add +10.0% 1,557 $839K
Sachetta, LLC 0.33% Reduce -1.1% 1,556 $838K
Watchman Group, Inc. 0.22% Add +2.4% 1,552 $836K
Catalina Capital Group, LLC 0.28% Add +107.1% 1,551 $836K
Tilia Fiduciary Partners, Inc. 0.57% Add +26.7% 1,547 $834K
Brogan Financial, Inc. 0.41% Add +0.7% 1,547 $834K
Stenger Family Office, LLC 0.28% — 1,547 $833K
Woodley Farra Manion Portfolio Management Inc. 0.04% Add +0.1% 1,546 $833K
Moody LYNN Lieberson & Walker, LLC 0.05% Add +4.0% 1,545 $832K
Tidemark, LLC 0.32% Add +27.1% 1,544 $832K
Obsidian Personal Planning Solutions LLC 0.40% Add +95.7% 1,503 $832K
City State Bank 0.29% Add +0.1% 1,543 $831K
Lane & Associates LLC 0.43% Reduce -1.1% 1,499 $830K
Ehrlich Financial Group 0.59% Reduce -15.9% 1,539 $829K
Hudson Value Partners, LLC 0.31% Reduce -6.1% 1,537 $828K
Brooklyn Investment Group 0.25% New 1,537 $828K
First Wilshire Securities Management Inc. 0.22% No change 1,533 $826K
FC Advisory LLC 0.28% Add +0.7% 1,533 $826K
City National Bank of Florida 0.75% — 1,530 $824K
MOKAN Wealth Management Inc. 0.52% — 1,527 $823K
Lake Hills Wealth Management, LLC 0.56% No change 1,527 $823K
Crews Bank & Trust 0.14% — 1,525 $822K
Chiron Capital Management, LLC 0.77% Add +1.3% 1,522 $820K
GW&K Investment Management, LLC 0.01% New 1,522 $820K
Lakewood Asset Management LLC 0.56% No change 1,514 $816K
RVW Wealth, LLC 0.08% Add +93.5% 1,511 $814K
Steigerwald, Gordon & Koch Inc. 0.09% Add +0.3% 1,509 $814K
Silverlake Wealth Management LLC 0.31% Add +123.2% 1,509 $813K
Farmers Trust Co. 0.15% Add +50.9% 1,509 $813K
Main Street Group, LTD 0.34% Add +33.1% 1,505 $811K
Spectrum Planning & Advisory Services Inc. 0.70% Reduce -14.7% 1,504 $811K
Pathway Financial Advisors LLC 0.19% Reduce -1.8% 1,502 $809K
PKS Advisory Services, LLC 0.20% — 1,499 $808K
Integrity Wealth Solutions LLC 0.45% Add +1.8% 1,497 $806K
Arbor Wealth Advisors LLC 0.72% No change 1,496 $806K
Hall Capital Management Co. Inc. 0.38% — 1,496 $806K
Covington Investment Advisors Inc. 0.12% Reduce -1.0% 1,496 $806K
Maryland Capital Advisors Inc. 0.37% Add +5860.0% 1,490 $803K
National Wealth Management Group, LLC 0.53% Add +52.7% 1,489 $802K
Paulson Wealth Management Inc. 0.22% Reduce -22.7% 1,485 $800K
Main Street Research LLC 0.05% Add +52.1% 1,472 $793K
Jessup Wealth Management, Inc 0.34% Add +20.6% 1,471 $793K
Fingerlakes Wealth Management, Inc. 0.64% Add +0.5% 1,470 $792K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,468 $791K
Flywheel Private Wealth LLC 0.72% — 1,464 $789K
Cumberland Partners Ltd 0.06% No change 1,463 $788K
Pavion Blue Capital, LLC 0.37% Reduce -1.4% 1,451 $782K
Colonial Trust Co / SC 0.12% Reduce -0.1% 1,448 $780K
Trivant Custom Portfolio Group, LLC 0.46% No change 1,447 $780K
Bouchey Financial Group, Ltd. 0.07% Add +0.6% 1,446 $779K
CGN Advisors LLC 0.08% Reduce -34.3% 1,445 $779K
B & T Capital Management DBA Alpha Capital Management 0.14% Reduce -4.7% 1,444 $778K
Wealth Alliance, LLC 0.09% Reduce -0.3% 1,444 $778K
Refined Wealth Management 0.59% Add +1.4% 1,443 $778K
Berkshire Asset Management LLC 0.04% Reduce -5.0% 1,390 $777K
Wealth Forward, LLC 0.55% No change 1,437 $774K
Rinkey Investments 0.25% Add +4.6% 1,435 $773K
RPS Advisory Solutions LLC 0.48% Add +24.1% 1,434 $773K
Pine Harbor Wealth Management, LLC 0.31% Add +0.8% 1,430 $771K
Acorn Wealth Advisors, LLC 0.32% Reduce -17.7% 1,431 $771K
Astoria Strategic Wealth, Inc. 0.23% No change 1,430 $770K
Abundance Wealth Counselors 0.17% No change 1,430 $770K
TrinityPoint Wealth, LLC 0.11% Add +17.4% 1,426 $768K
Anchor Pointe Wealth Management, LLC 1.00% — 1,417 $767K
Unique Wealth Strategies, LLC 0.34% Add +3.4% 1,421 $766K
Interchange Capital Partners, LLC 0.28% Add +0.3% 1,417 $764K
Holos Integrated Wealth LLC 0.52% — 1,416 $763K
Shira Ridge Wealth Management 0.37% Reduce -0.6% 1,416 $763K
Northwest Capital Management Inc 0.33% Reduce -21.0% 1,415 $762K
Porter White Investment Advisors, Inc. 0.39% Add +1.3% 1,414 $762K
Collaborative Wealth Managment Inc. 0.34% Reduce -1.1% 1,411 $760K
Consilium Wealth Advisory, LLC 0.36% No change 1,403 $756K
Ashford Advisors, LLC 0.17% No change 1,402 $755K
McLean Asset Management Corp 0.23% Add +0.1% 1,400 $754K
Hopwood Financial Services, Inc. 0.57% — 1,398 $754K
FinDec Wealth Services, Inc. 0.52% Reduce -50.5% 1,393 $751K
NFSG Corp 0.19% New 1,393 $751K
First National Bank of Mount Dora, Trust Investment Services 0.17% Reduce -51.0% 1,388 $748K
Yoffe Investment Management, LLC 1.11% — 1,384 $746K
Texas Bank & Trust Co 0.31% — 1,380 $744K
O'Dell Group, LLC 0.17% Add +39.0% 1,376 $741K
OLIO Financial Planning 0.26% Add +8.9% 1,367 $737K
Goelzer Investment Management, Inc. 0.04% Add +38.8% 1,363 $734K
Nemes Rush Group LLC 0.09% Add +82.6% 1,357 $731K
Capital Analysts, LLC 0.03% Reduce -34.0% 1,357 $731K
ArborFi Advisors, LLC 0.73% — 1,355 $730K
Foster Victor Wealth Advisors, LLC 0.06% Add +50.7% 1,328 $730K
Cornerstone Planning Group LLC 0.18% Reduce -3.3% 1,311 $723K
Ledyard National Bank 0.07% Add +43.9% 1,340 $722K
GFS Advisors, LLC 0.11% New 1,340 $722K
GPS Wealth Strategies Group, LLC 0.09% Add +65.6% 1,340 $722K
Tillman Hartley LLC 0.21% Reduce -6.4% 1,339 $721K
Balefire, LLC 0.25% Add +3.6% 1,337 $719K
Amara Financial, Llc. 0.66% Add +0.5% 1,333 $718K
Investmark Advisory Group LLC 0.35% Add +0.6% 1,331 $718K
Boston Financial Mangement LLC 0.02% Reduce -29.2% 1,332 $717K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -0.1% 1,327 $715K
Opes Wealth Management LLC 0.15% Add +19.4% 1,324 $714K
Cahill Wealth Management, LLC 0.36% Add +2.0% 1,322 $712K
Meridian Financial Advisors, LLC 0.49% Add +4.3% 1,321 $712K
Matauro, LLC 0.15% — 1,320 $711K
Foster & Motley Inc. 0.05% Reduce -0.1% 1,319 $711K
Owen LaRue, LLC 0.37% New 1,313 $707K
Central Bank & Trust Co. 0.11% Reduce -0.7% 1,307 $704K
Formidable Asset Management, LLC 0.12% Reduce -25.6% 1,306 $704K
Altfest L J & Co. Inc. 0.09% Reduce -54.5% 1,306 $704K
Howe & Rusling Inc. 0.06% Reduce -26.3% 1,303 $702K
Concorde Asset Management, LLC 0.37% Add +4.1% 1,302 $702K
Brandywine Oak Private Wealth LLC 0.07% Add +32.6% 1,301 $701K
Howard Capital Management Group, LLC 0.05% Reduce -3.4% 1,296 $698K
Kennedy Investment Group, Inc. 0.32% Add +8.4% 1,295 $698K
Firestone Capital Management 0.17% Add +5.2% 1,294 $697K
Mills Wealth Advisors LLC 0.40% Add +4.0% 1,292 $696K
CBIZ Investment Advisory Services, LLC 0.03% No change 1,291 $696K
Cerro Pacific Wealth Advisors LLC 0.23% Add +1.4% 1,317 $695K
Warther Private Wealth, LLC 0.24% Add +8.3% 1,289 $695K
Allen Capital Group, LLC 0.09% Reduce -5.2% 1,288 $694K
Emprise Bank 0.39% No change 1,286 $693K
American Money Management, LLC 0.13% Reduce -0.8% 1,282 $691K
Castleview Partners, LLC 0.37% Reduce -0.1% 1,285 $691K
Dearborn Partners LLC 0.03% Reduce -1.5% 1,281 $690K
MTM Investment Management, LLC 0.27% Add +11.0% 1,279 $689K
XY Planning Network, Inc. 0.52% — 1,277 $688K
Essex LLC 0.14% Reduce -22.8% 1,275 $687K
SageOak Financial, LLC 0.63% — 1,274 $686K
Northern Capital Management, Inc. 0.42% Add +2.1% 1,273 $686K
Woodward Diversified Capital, LLC 0.50% Add +5.5% 1,273 $686K
Gould Asset Management LLC 0.14% No change 1,271 $685K
Jamison Private Wealth Management, Inc. 0.10% Add +5.4% 1,271 $685K
Griffin Asset Management, Inc. 0.08% Reduce -11.8% 1,268 $683K
Roberts Wealth Advisors, LLC 0.21% New 1,250 $681K
STAR Financial Bank 0.49% No change 1,260 $679K
Addison Advisors LLC 0.19% Reduce -22.6% 1,260 $679K
Signature Wealth Management Group 0.27% Reduce -0.7% 1,254 $676K
Nottingham Advisors, Inc. 0.09% Reduce -54.2% 1,252 $675K
Alpha Zero LLC 0.51% — 1,251 $674K
Bulltick Wealth Management, LLC 0.16% Add +8.3% 1,250 $674K
Old Second National Bank of Aurora 0.15% Add +0.8% 1,250 $674K
Berkeley Capital Partners, LLC 0.19% Add +0.8% 1,247 $672K
JNBA Financial Advisors 0.07% Add +7.4% 1,246 $671K
Retirement Solution LLC 0.18% Reduce -7.7% 1,243 $670K
Fiduciary Financial Group, LLC 0.15% New 1,253 $669K
Harvest Investment Advisors, LLC 0.46% Add +0.8% 1,235 $665K
Trellis Wealth Advisors LLC 0.33% Add +10.3% 1,229 $662K
Wealth Management Associates, Inc. 0.28% Add +3.3% 1,227 $661K
Allegheny Financial Group 0.17% New 1,216 $655K
Tarbox Family Office, Inc. 0.11% No change 1,215 $655K
Group One Trading LLC 0.02% New 1,211 $652K
Knightsbridge Asset Management, LLC 0.15% No change 1,210 $652K
Tower View Wealth Management LLC 0.34% Add +0.3% 1,206 $650K
Kieckhefer Group LLC 0.39% — 1,204 $649K
Ironvine Capital Partners, LLC 0.07% Reduce -0.3% 1,202 $648K
Peterson Wealth Advisors, LLC 0.12% Add +9.8% 1,189 $647K
REDW Wealth LLC 0.22% Reduce -15.8% 1,198 $645K
Hazlett, Burt & Watson, Inc. 0.29% Add +82.7% 1,195 $645K
Ulland Investment Advisors, LLC 0.44% Add +19.5% 1,195 $644K
Aquire Wealth Advisors, LLC 0.20% Reduce -0.6% 1,195 $644K
Highland Capital Management, LLC 0.04% Add +2.5% 1,195 $644K
Fiduciary Alliance LLC 0.07% Add +143.7% 1,194 $643K
Insight Inv LLC 0.45% Add +210.1% 1,194 $643K
Reyes Financial Architecture, Inc. 0.51% — 1,193 $643K
Legacy Bridge, LLC 0.33% No change 1,192 $642K
MPWM Advisory Solutions, LLC 0.47% — 1,192 $642K
Advisory Resource Group 0.14% Add +3.5% 1,189 $641K
Adell Harriman & Carpenter Inc. 0.04% Add +72.7% 1,188 $640K
W Advisors, LLC 0.40% Add +23.5% 1,188 $640K
Hoge Financial Services, LLC 0.47% Add +6.5% 1,188 $640K
Fortitude Advisory Group L.L.C. 0.39% Add +2.1% 1,186 $639K
Teachers Insurance & Annuity Association of America 0.84% Reduce -13.2% 1,183 $637K
Wells Trecaso Financial Group, LLC 0.21% Add +9.2% 1,182 $637K
Strategy Asset Managers LLC 0.12% Reduce -15.8% 1,180 $636K
Lakeridge Wealth Management LLC 0.33% Add +0.2% 1,179 $635K
AssuredPartners Investment Advisors, LLC 0.12% — 1,178 $635K
Family Capital Management, Inc. 0.38% Add +0.2% 1,177 $634K
NRI Wealth Management LC 0.44% — 1,175 $633K
Rothschild Capital Partners, LLC 0.15% Reduce -6.3% 1,175 $633K
Punch & Associates Investment Management, Inc. 0.03% Add +853.7% 1,173 $632K
Curtis Advisory Group, LLC 0.17% Reduce -18.5% 1,173 $632K
Novus Advisors, LLC 0.63% — 1,172 $631K
Matisse Capital 0.32% Add +40.2% 1,171 $631K
Valley National Advisers Inc. 0.11% Reduce -7.3% 1,172 $631K
Regent Peak Wealth Advisors LLC 0.14% No change 1,168 $629K
Hurlow Wealth Management Group, Inc. 0.20% Add +8.8% 1,167 $629K
Cahaba Wealth Management, Inc. 0.05% Reduce -15.8% 1,166 $628K
TCTC Holdings, LLC 0.02% New 1,163 $627K
Hickory Point Bank & Trust 0.56% — 1,161 $626K
Pineridge Advisors LLC 0.24% Reduce -12.6% 1,161 $625K
Shepherd Kaplan Krochuk, LLC 0.52% Reduce -0.6% 1,160 $625K
Montis Financial, LLC 0.19% No change 1,160 $625K
Bar Harbor Wealth Management 0.04% No change 1,160 $625K
Financial Advisors, LLC 0.12% Add +0.1% 1,159 $624K
Financial Partners Group, LLC 0.26% Add +6.3% 1,157 $623K
Cura Wealth Advisors, LLC 0.28% — 1,155 $622K
Voya Investment Management LLC 0.00% Reduce -40.6% 1,154 $622K
Cape Investment Advisory, Inc. 0.24% Add +23.5% 1,150 $619K
Aerodigm Wealth, LLC 0.37% New 1,148 $618K
Sharp Wealth Advisory, LLC 0.47% Add +12.6% 1,144 $616K
Beckerman Institutional, LLC 0.49% Reduce -15.2% 1,141 $615K
Northwest Bank & Trust Co 0.45% No change 1,108 $613K
Cordant, Inc. 0.32% No change 1,133 $610K
Trifecta Capital Advisors, LLC 0.12% Add +8.8% 1,129 $608K
USAdvisors Wealth Management, LLC 0.20% Add +1.0% 1,129 $608K
Manske Wealth Management 0.24% — 1,125 $606K
Iron Gate Global Advisors LLC 0.09% Reduce -0.1% 1,125 $606K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,125 $606K
Guided Capital Wealth Management, LLC 0.56% — 1,124 $606K
Clarity Financial LLC 0.07% Reduce -20.9% 1,121 $604K
Wealthcare Capital Management LLC 0.06% Reduce -5.3% 1,119 $603K
Centerpoint Advisory Group 0.58% — 1,117 $602K
Pacific Financial Group Inc. 0.45% Reduce -1.9% 1,117 $602K
Willow Creek Wealth Management Inc. 0.06% Add +14.1% 1,115 $601K
Buska Wealth Management, LLC 0.19% Reduce -24.6% 1,114 $600K
Payne Capital Management, LLC 0.26% — 1,113 $600K
Old North State Wealth Management, LLC 0.34% Add +15.3% 1,108 $600K
Insight Wealth Strategies, LLC 0.08% Reduce -53.7% 1,112 $599K
Gryphon Financial Partners LLC 0.09% Reduce -1.2% 1,112 $599K
Tevis Investment Management 0.44% New 1,110 $598K
Beacon Financial Planning, Inc. 0.35% Reduce -5.0% 1,110 $598K
Silver Coast Investments LLC 0.23% Add +181.4% 1,106 $596K
Scientech Research LLC 0.17% New 1,104 $595K
GFG Capital, LLC 0.16% Reduce -15.9% 1,103 $594K
Tucker Asset Management LLC 0.13% Add +66.8% 1,101 $593K
Campion Asset Management 0.45% No change 1,100 $593K
Bearing Point Capital, LLC 0.12% — 1,100 $593K
Dakota Community Bank & Trust NA 2.82% Add +37.7% 1,099 $592K
Elk River Wealth Management LLC 0.11% No change 1,099 $592K
Lee Financial Co 0.08% Add +8.9% 1,099 $592K
River Street Advisors LLC 0.30% Add +20.0% 1,096 $591K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% Add +173.1% 1,095 $590K
Shakespeare Wealth Management, LLC 0.16% Add +0.4% 1,095 $590K
NCM Capital Management, LLC 0.27% New 1,094 $589K
Coston, McIsaac & Partners 0.17% Reduce -0.1% 1,093 $588K
Towercrest Capital Management 0.09% Add +0.5% 1,089 $587K
Holderness Investments Co. 0.13% Add +2.5% 1,087 $586K
Santori & Peters, Inc. 0.22% Add +2.6% 1,086 $585K
Palacios Wealth Management, LLC 0.63% — 1,075 $585K
Triumph Capital Management 0.20% Add +6.6% 1,082 $583K
First Citizens Financial Corp 0.32% No change 1,080 $582K
Dominguez Wealth Management Solutions, Inc. 0.42% Add +0.3% 1,080 $582K
Studio Investment Management LLC 0.12% Add +19.0% 1,079 $581K
William Howard & Co Financial Advisors Inc 0.53% Add +6.6% 1,078 $581K
Armor Investment Advisors, LLC 0.24% No change 1,077 $581K
Sei Investments Co. 0.00% Add +8.7% 1,077 $580K
Flagship Wealth Advisors, LLC 0.34% — 1,075 $579K
Sunbelt Securities, Inc. 0.05% Reduce -3.6% 1,070 $579K
Paragon Financial Partners, Inc. 0.44% Add +2.8% 1,073 $578K
One Charles Private Wealth Services, LLC 0.19% New 1,067 $575K
GDS Wealth Management 0.05% Add +16.0% 1,067 $575K
Key Financial Inc 0.13% Add +12.9% 1,064 $573K
M.E. Allison & Co., Inc. 0.63% — 1,060 $572K
Mascagni Wealth Management, Inc. 0.57% — 1,111 $571K
Guerra Advisors Inc 0.32% — 1,058 $570K
Lodestone Wealth Management LLC 0.29% Add +0.6% 1,057 $570K
Legacy Wealth Asset Management, LLC 0.15% No change 1,057 $570K
Trust Co 0.07% Add +230.3% 1,057 $570K
Squire Investment Management Company, LLC 0.25% Add +3.8% 1,055 $569K
Avalon Advisory Group 0.26% Add +2.1% 1,054 $568K
American Institute for Advanced Investment Management, LLP 0.42% No change 1,054 $568K
3EDGE Asset Management, LP 0.04% Reduce -4.4% 1,052 $567K
Kolinsky Wealth Management, LLC 0.35% Add +13.4% 1,051 $566K
White Pine Capital LLC 0.19% No change 1,050 $566K
Luts & Greenleigh Group, Inc. 0.56% Add +2.7% 1,049 $565K
Curi Capital, LLC 0.01% Reduce -3.1% 1,046 $564K
Mach-1 Financial Group, LLC 1.02% Add +74.5% 1,045 $563K
Pathway Financial Advisers, LLC 0.19% Add +4.5% 1,041 $561K
Aspect Partners, LLC 0.32% Add +2066.7% 1,040 $560K
Bay Rivers Group 0.27% Reduce -3.8% 1,039 $560K
Van Den Berg Management I, Inc. 0.16% Reduce -2.2% 1,035 $558K
HTLF Bank 0.06% No change 1,035 $558K
Missouri Trust & Investment Co 0.20% Reduce -0.5% 1,034 $557K
Hartford Financial Management Inc. 0.11% No change 1,034 $557K
Rothschild & Co Wealth Management UK Ltd 0.01% No change 1,028 $554K
Kropog Financial Group, LLC 0.51% — 1,027 $553K
ETF Store, Inc. 0.69% Reduce -7.4% 1,025 $552K
Sherrill & Hutchins Financial Advisory, Inc 0.49% Add +0.3% 1,024 $552K
Stone Summit Wealth LLC 0.18% No change 1,023 $551K
Laidlaw Wealth Management LLC 0.24% Reduce -2.5% 1,022 $551K
Ergawealth Advisors, Inc. 0.27% New 1,015 $547K
Mattern Wealth Management LLC 0.12% Add +66.6% 1,006 $542K
MidAtlantic Capital Management, Inc. 0.40% Add +2.5% 1,006 $542K
Stonehaven Wealth & Tax Solutions, LLC 0.59% — 1,005 $542K
Intelligence Driven Advisers, LLC 0.10% Reduce -10.9% 1,003 $540K
Stanich Group LLC 0.40% — 1,002 $540K
Leigh Baldwin & Co., LLC 0.45% — 1,000 $539K
Aprio Wealth Management, LLC 0.08% Add +17.0% 1,000 $539K
Midwest Financial Group LLC 0.31% Add +84.1% 998 $538K
Catalyst Financial Partners LLC 0.10% Add +147.8% 996 $537K
Oak Hill Wealth Advisors, LLC 0.13% — 993 $535K
AAF Wealth Management, LLC 0.27% Reduce -13.8% 991 $534K
Northcape Wealth Management, LLC 0.17% Add +10.0% 990 $533K
1832 Asset Management L.P. 0.00% No change 990 $533K
LifeSteps Financial, Inc. 0.41% Add +2.0% 988 $532K
Exchange Bank 0.43% Add +30.3% 988 $532K
Future You Wealth LLC 0.38% — 982 $529K
Sicart Associates LLC 0.19% No change 982 $529K
SPC Financial, Inc. 0.05% Reduce -21.3% 982 $529K
Cranbrook Wealth Management, LLC 0.12% Add +4.1% 980 $528K
tru Independence LLC 0.17% No change 979 $528K
Signature Resources Capital Management, LLC 0.47% Reduce -4.5% 979 $527K
Shulman DeMeo Asset Management LLC 0.14% Add +0.4% 978 $527K
Priebe Wealth Holdings LLC 0.36% Add +55.2% 976 $526K
Retirement Planning Group, LLC / NY 0.58% — 974 $525K
McHugh Group, LLC 0.40% — 970 $523K
Poehling Capital Management, INC. 0.13% No change 969 $522K
Sterling Investment Advisors, Ltd. 0.13% New 968 $522K
TKG Advisors, LLC 0.24% Add +1.2% 931 $520K
Cornerstone Planning, LLC 0.20% — 957 $516K
Heartwood Wealth Advisors LLC 0.06% No change 957 $516K
Providence Capital Advisors, LLC 0.10% Add +141.4% 956 $516K
Hager Investment Management Services, LLC 0.32% — 956 $515K
Winebrenner Capital Management LLC 0.40% — 954 $514K
Ullmann Wealth Partners Group, LLC 0.07% No change 952 $513K
Accretive Wealth Partners, LLC 0.22% No change 951 $512K
PrairieView Partners, LLC 0.05% Reduce -1.3% 951 $512K
Lockerman Financial Group, Inc. 0.87% Add +69.6% 950 $512K
Bigelow Investment Advisors, LLC 0.24% Reduce -6.6% 948 $511K
Pillar Financial Advisors, LLC 0.39% — 946 $510K
Addison Capital Co 0.20% Add +9.0% 943 $508K
Sterling Wealth Management, Inc. 0.19% Add +0.5% 941 $507K
Neumann Capital Management, LLC 0.17% Add +65.8% 940 $506K
Forte Capital LLC 0.06% Add +2.3% 940 $506K
Atlas Private Wealth Advisors 0.07% Add +1.9% 938 $505K
Indie Asset Partners, LLC 0.40% Add +28.7% 937 $505K
Columbia River Financial Group, LLC 0.35% — 936 $504K
Keystone Financial Services 0.19% New 934 $503K
Summit Investment Advisory Services, LLC 0.26% Add +0.5% 932 $502K
Hedeker Wealth, LLC 0.13% Reduce -5.8% 932 $502K
Strait & Sound Wealth Management LLC 0.23% Reduce -5.6% 932 $502K
Rosenblum Silverman Sutton S F Inc. 0.13% Reduce -6.6% 926 $499K
Stonebrook Private Inc. 0.13% Add +5.3% 926 $499K
Plan A Wealth LLC 0.46% — 924 $498K
Leeward Financial Partners, LLC 0.18% No change 924 $498K
Concord Wealth Partners 0.08% Add +45.3% 921 $496K
D. Scott Neal, Inc. 0.27% No change 917 $494K
Great Lakes Retirement, Inc. 0.06% Reduce -12.9% 917 $494K
Claret Asset Management Corp 0.08% Reduce -5.2% 917 $494K
Appleton Partners Inc. 0.04% Add +6.3% 914 $493K
Guardian Wealth Advisors, LLC 0.32% Add +19.4% 915 $493K
Davidson Trust Co. 0.25% Reduce -3.8% 911 $491K
Octavia Wealth Advisors, LLC 0.06% Add +1.3% 907 $489K
Signet Investment Advisory Group, Inc. 0.25% New 907 $489K
DSG Capital Advisors, LLC 0.09% — 906 $488K
E Fund Management Co., Ltd. 0.02% New 906 $488K
E Fund Management (Hong Kong) Co., Ltd. 0.39% New 906 $488K
PCG Wealth Advisors, LLC 0.18% Add +4.6% 905 $487K
Syntegra Private Wealth Group, LLC 0.06% Add +6.1% 903 $487K
Summit Investment Advisors, Inc. 0.43% — 868 $487K
Fortune Financial Advisors, LLC 0.44% New 903 $487K
Citrine Capital LLC 0.36% — 903 $487K
Atticus Wealth Management, LLC 0.15% Reduce -3.9% 902 $486K
Fortis Group Advisors, LLC 0.09% Reduce -8.0% 900 $485K
Schmidt P J Investment Management Inc. 0.08% No change 899 $484K
Rollins Financial Advisors, LLC 0.08% Reduce -0.1% 897 $484K
Alta Wealth Advisors LLC 0.21% Add +0.7% 897 $483K
Mason Investment Advisory Services, Inc. 0.03% Reduce -8.1% 896 $483K
Navalign, LLC 0.14% Reduce -9.0% 896 $483K
Burns Matteson Capital Management, LLC 0.27% Add +3.5% 896 $483K
Parker Financial LLC 0.24% New 895 $482K
Accurate Wealth Management, LLC 0.09% Add +7.4% 903 $482K
Orion Capital Management LLC 0.21% No change 894 $482K
Proquility Private Wealth Partners, LLC 0.16% New 893 $482K
DKM Wealth Management, Inc. 0.45% — 889 $479K
Fayez Sarofim & Co 0.00% No change 884 $476K
Stiles Financial Services Inc 0.17% No change 883 $476K
ROI Financial Advisors, LLC 0.32% Reduce -1.4% 882 $475K
Joseph P. Lucia & Associates, LLC 0.21% Reduce -0.5% 882 $475K
Potentia Wealth 0.21% — 882 $475K
Riversedge Advisors, LLC 0.11% Add +0.5% 879 $474K
Haven Private, LLC 0.26% — 878 $473K
Crown Wealth Group, LLC 0.19% Add +28.4% 878 $473K
Colton Groome Financial Advisors, LLC 0.18% Reduce -19.9% 876 $472K
Southern Style Financial, Inc. 0.38% — 875 $472K
Carson Advisory Inc. 0.33% Add +11.0% 875 $472K
Antonelli Financial Advisors, LLC 0.40% — 870 $469K
MRWM Advisors, LLC 0.37% — 870 $469K
Convergence Financial, LLC 0.09% Add +14.8% 870 $469K
Cypress Financial Planning LLC 0.17% Add +16.7% 868 $468K
Taylor Financial Group, Inc. 0.32% No change 867 $467K
Lighthouse Financial LLC 0.38% — 862 $464K
Patten Group, Inc. 0.10% Reduce -7.8% 858 $462K
Granite Bay Wealth Management, LLC 0.17% New 855 $461K
Private Capital Management, LLC 0.05% Reduce -7.6% 855 $461K
Orleans Capital Management Corp. 0.26% Add +94.8% 828 $461K
Ceera Investments, LLC 0.16% Add +13.3% 855 $461K
Brown, Lisle/Cummings, Inc. 0.14% No change 854 $460K
New Capital Management LP 0.13% Reduce -1.6% 852 $459K
Moseley Investment Management Inc. 0.18% Reduce -0.8% 851 $459K
Capital Investment Services of America, Inc. 0.04% Add +5.3% 848 $457K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -27.9% 846 $456K
American Capital Advisory, LLC 0.25% Reduce -1.2% 845 $455K
BWM Planning, LLC 0.20% Add +6.7% 844 $455K
Master's Wealth Management Inc. 0.24% — 844 $455K
Nelson Capital Management, LLC 0.08% Reduce -8.8% 842 $454K
Graham Capital Wealth Management, LLC 0.39% Add +72.6% 839 $452K
Columbia Advisory Partners LLC 0.42% Add +64.6% 838 $452K
Glassy Mountain Advisors, Inc. 0.15% No change 834 $449K
Advantage Trust Co 0.26% Add +0.2% 833 $449K
Colony Family Offices, LLC 0.14% No change 833 $449K
Tme Financial, Inc. 0.42% — 850 $449K
Napa Wealth Management 0.19% Add +0.4% 833 $449K
Wrenne Financial Planning LLC 0.26% Add +6.5% 832 $448K
Fairview Capital Investment Management, LLC 0.02% No change 829 $447K
Sprinkle Financial Consultants LLC 0.30% Add +23.8% 826 $445K
Eldridge Investment Advisors, Inc. 0.10% Reduce -10.7% 825 $445K
TCFG Wealth Management, LLC 0.23% Add +0.1% 825 $444K
Capital Counsel LLC 0.02% Reduce -32.1% 823 $443K
Westside Investment Management, Inc. 0.09% Reduce -9.7% 818 $441K
Summit Wealth & Retirement Planning, Inc. 0.14% New 815 $439K
Pinkerton Wealth, LLC 0.06% Reduce -5.5% 814 $438K
SWAN Capital LLC 0.21% No change 812 $438K
Ayrshire Capital Management LLC 0.21% Reduce -3.0% 812 $438K
One Wealth Advisors, LLC 0.06% Reduce -5.0% 802 $432K
Prestige Wealth Management Group LLC 0.09% Add +68.8% 800 $431K
Blue Zone Wealth Advisors, LLC 0.12% Reduce -6.7% 799 $431K
Whelan Financial 0.17% Add +1.1% 798 $430K
IAG Wealth Partners, LLC 0.08% Reduce -6.0% 797 $429K
Noesis Capital Mangement Corp. 0.08% Reduce -19.4% 796 $429K
Oak Wealth Advisors LLC 0.33% — 796 $429K
Columbia Asset Management 0.08% Add +0.1% 794 $428K
Kades & Cheifetz LLC 0.22% New 792 $427K
Bingham Private Wealth, LLC 0.45% — 792 $427K
Tepp RIA, LLC 0.63% — 791 $426K
ODonnell Financial Services, LLC 0.18% Add +0.4% 815 $426K
Pennsylvania Capital Management Inc. 0.15% No change 789 $425K
Lifeworks Advisors, LLC 0.08% Add +1.2% 788 $425K
Avalon Capital Management 0.14% No change 787 $424K
MPS Loria Financial Planners, LLC 0.13% Add +0.3% 786 $424K
Park Edge Advisors, LLC 0.12% Add +46.9% 786 $424K
Meritage Portfolio Management 0.03% Reduce -0.1% 786 $424K
Pegasus Asset Management, Inc. 0.16% No change 781 $421K
Legacy Financial Advisors, Inc. 0.07% New 780 $420K
Pacifica Partners Inc. 0.18% Reduce -3.2% 781 $420K
Wolf Group Capital Advisors 0.20% No change 1,025 $417K
Suncoast Equity Management 0.05% Add +4.5% 772 $416K
Philip James Wealth Mangement, LLC 0.06% New 771 $415K
Adams Asset Advisors, LLC 0.05% No change 770 $415K
ProVise Management Group, LLC 0.04% Reduce -91.3% 769 $415K
Define Financial, LLC 0.31% — 768 $414K
Tableaux LLC 0.34% — 766 $413K
Bright Financial Advisors, Inc. 0.26% Add +16.2% 766 $413K
Shepherd Financial Partners LLC 0.05% Add +1.2% 766 $413K
Coastal Bridge Advisors, LLC 0.10% Reduce -24.8% 765 $412K
South Plains Financial, Inc. 0.31% — 764 $412K
SpringVest Wealth Management LLC 0.35% — 763 $411K
Anchor Capital Advisors LLC 0.01% Reduce -3.2% 763 $411K
Cottage Street Advisors LLC 0.21% Add +1.6% 762 $411K
Squarepoint Ops LLC 0.00% New 762 $411K
Gilman Hill Asset Management, LLC 0.07% No change 758 $408K
Newport Capital Group, LLC 0.30% Reduce -1.8% 755 $408K
Patron Partners, LLC 0.22% Add +34.9% 757 $408K
RDA Financial Network 0.12% Reduce -39.5% 755 $407K
RFP Financial Group LLC 0.16% Reduce -4.0% 754 $406K
Uptown Financial Advisors LLC 0.44% — 754 $406K
TrueWealth Advisors, LLC 0.14% No change 752 $405K
Weatherly Asset Management L. P. 0.04% No change 751 $405K
Lakeside Advisors, INC. 0.27% Reduce -46.4% 750 $404K
Concorde Financial Corp 0.24% No change 749 $404K
Alliance Wealth Management Group 0.11% Add +0.7% 747 $403K
Chickasaw Capital Management LLC 0.02% New 747 $402K
Callahan Advisors, LLC 0.04% Add +78.5% 746 $402K
Gables Capital Management Inc. 0.19% No change 740 $399K
Grandview Asset Management LLC 0.15% New 739 $398K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +4.4% 738 $398K
Ransom Advisory, Ltd 0.18% No change 735 $396K
Windsor Advisory Group, LLC 0.46% No change 734 $395K
LVM Capital Management Ltd. 0.04% No change 733 $395K
Fortitude Family Office, LLC 0.14% Reduce -18.6% 733 $395K
Capital Advisors Wealth Management, LLC 0.07% New 733 $395K
Conservest Capital Advisors, Inc. 0.04% Add +5.0% 732 $395K
Overbrook Management Corp 0.08% Reduce -29.5% 732 $394K
Vawter Financial, Ltd. 0.24% Add +7.3% 732 $394K
RFG - Bristol Wealth Advisors, LLC 0.13% — 730 $394K
Evelyn Partners Investment Management Services Ltd 0.07% — 724 $390K
Brown Wealth Management, LLC 0.14% Add +25.5% 723 $390K
Sterling Investment Counsel, LLC 0.26% Reduce -4.0% 723 $390K
Invesco Ltd. 0.00% New 722 $389K
New Insight Wealth Advisors 0.19% Reduce -2.0% 715 $385K
Rockport Wealth LLC 0.17% Reduce -99.2% 714 $385K
Quantum Financial Planning Services, Inc. 0.21% — 714 $385K
Meadow Creek Wealth Advisors LLC 0.28% No change 713 $384K
Herold Advisors, Inc. 0.08% Reduce -0.3% 712 $384K
ABLE Financial Group, LLC 0.11% Reduce -6.4% 712 $384K
San Luis Wealth Advisors LLC 0.07% Add +17.9% 711 $383K
Vaughan David Investments LLC 0.01% Add +5.5% 711 $383K
Team Hewins, LLC 0.15% New 710 $383K
Davidson Investment Advisors 0.02% No change 709 $382K
Paragon Advisors, LLC 0.13% Reduce -0.3% 708 $382K
NovaPoint Capital, LLC 0.12% Add +3.1% 708 $381K
Dash Acquisitions Inc. 0.08% No change 685 $381K
Strategic Wealth Investment Group, LLC 0.02% Reduce -26.3% 705 $380K
Spirit of America Management Corp. 0.08% Add +6.2% 704 $379K
Nabity-Jensen Investment Management Inc 0.29% Add +3.4% 701 $378K
Empirical Asset Management, LLC 0.13% Add +0.6% 701 $378K
Strategic Financial Planning, Inc. 0.26% Reduce -5.7% 700 $377K
Kraft, Davis & Associates, LLC 0.11% Add +70.3% 678 $376K
Cushing Capital Partners, LLC 0.36% — 696 $375K
Bellwether Advisors, LLC 0.07% No change 696 $375K
Decker Retirement Planning Inc. 0.22% — 695 $375K
Jmac Enterprises LLC 0.06% Add +4.0% 695 $375K
Three Magnolias Financial Advisors, LLC 0.39% — 694 $374K
Westchester Capital Management, Inc. 0.09% Add +34.2% 694 $374K
Pines Wealth Management, LLC 0.16% — 700 $374K
Shared Vision Wealth Group LLC 0.20% Add +2.7% 693 $373K
Cim, LLC 0.05% No change 692 $373K
McIlrath & Eck, LLC 0.05% No change 692 $373K
Whitegate Investment Counselors, Inc. 0.13% Add +6.3% 690 $372K
Bestgate Wealth Advisors, LLC 0.75% — 690 $372K
City Center Advisors, LLC 0.42% Add +3.3% 689 $371K
MFA Wealth Services 0.30% — 689 $371K
Semus Wealth Partners LLC 0.25% Reduce -0.6% 687 $370K
Mma Asset Management LLC 0.16% Reduce -44.7% 686 $370K
Kagan Cocozza Asset Management 0.31% — 685 $369K
Next Level Private LLC 0.15% Add +2.4% 685 $369K
Wealthedge Investment Advisors, LLC 0.17% — 685 $369K
Wellment Financial 0.46% — 684 $369K
Kellett Wealth Advisors, LLC 0.25% No change 682 $367K
Kingstone Capital Partners Texas, LLC 0.30% — 682 $367K
Prudent Man Advisors, LLC 0.13% New 681 $367K
Lazari Capital Management, Inc. 0.15% Add +9.3% 680 $367K
Measured Wealth Private Client Group, LLC 0.12% Add +4.6% 680 $366K
Hamilton Capital, LLC 0.03% Reduce -21.6% 680 $366K
Kimelman & Baird, LLC 0.03% No change 679 $366K
Horizons Wealth Management 0.28% Reduce -16.8% 679 $366K
Samalin Investment Counsel, LLC 0.16% Add +46.1% 678 $366K
Borer Denton & Associates, Inc. 0.13% Add +60.3% 678 $365K
Fagan Associates, Inc. 0.06% Add +6.3% 676 $364K
Nestegg Advisors, Inc. 0.37% — 660 $364K
Inlet Private Wealth, LLC 0.10% No change 674 $363K
Bay Capital Advisors, LLC 0.29% — 674 $363K
Maxwell Wealth Strategies Inc. 0.15% No change 672 $362K
Schnieders Capital Management LLC 0.07% No change 671 $362K
Tandem Capital Management Corp. 0.19% No change 671 $362K
Butensky & Cohen Financial Security, Inc. 0.11% Reduce -1.5% 671 $361K
Spinnaker Investment Group, LLC 0.09% Add +0.3% 671 $361K
Ascent Capital Management, LLC 0.37% — 670 $361K
L. Roy Papp & Associates, LLP 0.04% Add +45.1% 669 $361K
Arq Wealth Advisors, LLC 0.14% No change 668 $360K
MilWealth Group LLC 0.10% No change 667 $359K
Grove Street Fiduciary, LLC 0.19% — 666 $359K
Pacific Point Advisors, LLC 0.22% — 648 $359K
Cadent Capital Advisors, LLC 0.12% Add +0.5% 664 $358K
Bayshore Asset Management, LLC 0.16% No change 663 $357K
Camelot Technology Advisors, Inc. 0.32% Reduce -3.4% 662 $357K
Willner & Heller, LLC 0.31% Add +20.6% 662 $357K
Jentner Corp 0.10% Reduce -1.4% 660 $356K
Trinity Legacy Partners, LLC 0.09% Add +0.3% 660 $355K
Integris Wealth Management, LLC 0.10% Add +19.8% 659 $355K
Cornerstone Wealth Advisors, Inc. 0.10% No change 658 $355K
Sloy Dahl & Holst, LLC 0.04% Add +3.3% 657 $354K
Sound Stewardship, LLC 0.21% Reduce -0.9% 656 $354K
Taylor & Morgan Wealth Management, LLC 0.25% Add +8.6% 655 $353K
SWP Financial LLC 0.21% Reduce -1.4% 654 $352K
High Note Wealth, LLC 0.09% Reduce -20.8% 650 $350K
Nautilus Advisors LLC 0.28% — 649 $350K
Total Investment Management Inc. 0.05% Reduce -6.8% 649 $350K
NDWM LLC 0.29% Add +43.0% 648 $349K
Summit Wealth Partners, LLC 0.07% Add +10.0% 648 $349K
Parkshore Wealth Management, Inc. 0.21% — 646 $348K
Certior Financial Group, LLC 0.31% — 644 $347K
O'Brien Wealth Partners LLC 0.06% New 642 $346K
626 Financial, LLC 0.19% Reduce -40.4% 641 $345K
Chaney Capital Management, Inc. 0.16% No change 641 $345K
Intellectus Partners, LLC 0.08% Add +12.7% 639 $344K
Nixon Peabody Trust Co. 0.03% New 638 $344K
Twelve Points Wealth Management LLC 0.10% Add +25.9% 636 $343K
Burke & Herbert Bank & Trust Co. 0.08% No change 635 $342K
City Holding Co. 0.05% No change 634 $342K
Paces Ferry Wealth Advisors, LLC 0.17% Add +50.2% 634 $342K
Jackson Square Capital, LLC 0.08% Reduce -0.6% 634 $341K
LGT Financial Advisors LLC 0.75% Reduce -9.9% 631 $340K
Peninsula Asset Management Inc. 0.18% New 630 $339K
Kilter Group LLC 0.22% — 623 $336K
M1 Capital Management LLC 0.18% — 622 $335K
Lafayette Investments, Inc. 0.07% Add +1.6% 620 $334K
Financial Advisory Partners, LLC 0.11% Reduce -8.6% 620 $334K
Blalock Williams, LLC 0.39% — 619 $334K
Clark Wealth Partners 0.26% — 616 $332K
Covenant Asset Management, LLC 0.07% Reduce -46.7% 615 $331K
Hobart Private Capital, LLC 0.08% Add +33.4% 615 $331K
PEAK6 LLC 0.01% — 614 $331K
Merkkuri Wealth Advisors LLC 0.26% Add +2.2% 614 $331K
Piscataqua Savings Bank 0.28% No change 613 $330K
Exchange Capital Management, Inc. 0.05% Reduce -15.9% 612 $330K
Keystone Financial Services, LLC 0.30% — 611 $329K
Paragon Capital Management Ltd 0.07% No change 610 $329K
Heritage Wealth Partners, LLC 0.41% Add +1.2% 610 $329K
Clear Harbor Asset Management, LLC 0.03% New 609 $328K
Lincoln Capital LLC 0.07% Add +1.8% 608 $327K
Waterford Advisors, LLC 0.17% Add +2.5% 607 $327K
Lebenthal Global Advisors, LLC 0.06% Reduce -19.7% 606 $327K
JGP Wealth Management, LLC 0.04% Add +12.2% 606 $327K
Global Trust Asset Management, LLC 0.12% Add +1.7% 605 $326K
Encompass More Asset Management 0.11% Add +2.2% 603 $325K
Successful Portfolios LLC 0.22% Add +1.5% 603 $325K
Caldwell Sutter Capital, Inc. 0.15% Reduce -6.4% 602 $324K
Blackhawk Capital Partners, LLC 0.17% Reduce -6.4% 601 $324K
Benin Management CORP 0.09% No change 600 $323K
Roof Eidam Maycock Peralta, LLC 0.08% Add +9.9% 600 $323K
Seizert Capital Partners, LLC 0.01% New 600 $323K
Poinciana Advisors Group, LLC 0.33% — 600 $323K
Telos Capital Management, Inc. 0.03% Reduce -1.2% 597 $322K
4WEALTH Advisors, Inc. 0.33% — 597 $322K
Marino, Stram & Associates LLC 0.07% Add +31.9% 596 $321K
Drystone LLC 0.32% — 595 $321K
Lunt Capital Management, Inc. 0.12% No change 595 $321K
Osborne Partners Capital Management, LLC 0.02% New 595 $321K
Silver Oak Wealth Advisors Services, LLC 0.28% — 594 $320K
KRS Capital Management, LLC 0.23% Add +0.2% 593 $319K
WJ Wealth Management, LLC 0.11% Reduce -6.3% 592 $319K
Access Financial Services, Inc. 0.14% Add +17.1% 589 $318K
Mycio Wealth Partners, LLC 0.08% Add +0.5% 589 $317K
Ballew Advisors, Inc 0.20% Add +1.0% 591 $316K
Grant Private Wealth Management Inc 0.34% — 586 $316K
Cyr Financial Inc. 0.29% Add +3.7% 586 $316K
Highview Capital Management LLC 0.12% No change 585 $315K
Manchester Financial Inc. 0.07% Add +29.7% 585 $315K
Palisades Hudson Asset Management, L.P. 0.13% New 585 $315K
United Asset Strategies, Inc. 0.03% Add +17.7% 584 $315K
Giverny Capital 0.01% New 584 $315K
Prudent Man Investment Management, Inc. 0.17% — 582 $314K
Riggs Capital Management LLC 0.31% — 581 $313K
Garrison Point Advisors, LLC 0.15% No change 579 $312K
KMG Fiduciary Partners, LLC 0.03% Add +1.1% 579 $312K
Palumbo Wealth Management LLC 0.12% Reduce -3.0% 579 $312K
Oceanside Advisors LLC 0.23% Add +4.0% 578 $311K
Resurgent Financial Advisors LLC 0.18% No change 576 $310K
Capital Investment Counsel, LLC 0.05% Reduce -73.7% 572 $308K
Connors Investor Services Inc. 0.03% No change 572 $308K
Forefront Wealth Management Inc. 0.28% — 570 $307K
West Branch Capital LLC 0.10% Reduce -2.9% 568 $306K
SC&H Financial Advisors, Inc. 0.06% Add +10.1% 567 $306K
M. Kulyk & Associates, LLC 0.07% No change 567 $306K
Hantz Financial Services, Inc. 0.01% Reduce -25.1% 566 $305K
Penney Financial, LLC 0.20% Add +38.1% 565 $305K
Rosenberg Matthew Hamilton 0.08% No change 565 $304K
Riggs Asset Managment Co. Inc. 0.08% Add +0.4% 560 $303K
Intrepid Financial Planning Group LLC 0.13% Reduce -2.1% 562 $303K
West Coast Financial LLC 0.03% Add +16.1% 562 $303K
Bannerman Wealth Management Group, LLC 0.25% — 562 $303K
Summit Financial Wealth Advisors, LLC 0.06% Add +29.0% 547 $301K
James J. Burns & Company, LLC 0.05% Reduce -4.5% 557 $300K
Godsey & Gibb, Inc. 0.03% Reduce -29.7% 556 $299K
Hobbs Group Advisors, LLC 0.11% Add +23.1% 555 $299K
Accordant Advisory Group Inc 0.29% No change 555 $299K
Beacon Wealthcare LLC 0.12% Reduce -54.5% 553 $298K
Solidarity Wealth, LLC 0.08% New 553 $298K
Blume Capital Management, Inc. 0.07% No change 552 $298K
Droms Strauss Advisors Inc. /Mo/ 0.10% Add +1.3% 552 $297K
Hidden Cove Wealth Management, LLC 0.24% — 551 $297K
Vishria Bird Financial Group, LLC 0.10% No change 549 $296K
White Pine Investment CO 0.08% New 549 $296K
Pacific Wealth Management 0.16% New 549 $296K
Darwin Wealth Management, LLC 0.10% Reduce -50.4% 547 $295K
Higgins & Schmidt Wealth Strategies LLC 0.18% Reduce -25.0% 546 $294K
Robinswood Financial LLC 0.11% Reduce -0.6% 546 $294K
Poplar Forest Capital LLC 0.05% New 546 $294K
Carret Asset Management, LLC 0.03% No change 546 $294K
Walker Financial Services, Inc. 0.17% Reduce -2.2% 544 $293K
Sargent Investment Group, LLC 0.05% Reduce -30.5% 548 $293K
Legacy Capital Group California, Inc. 0.09% Add +1.9% 542 $292K
Dagco, Inc. 0.10% No change 542 $292K
Stuart Chaussee & Associates, Inc. 0.07% Add +92.5% 541 $292K
Dynamic Financial Group 0.30% — 540 $291K
IMS Capital Management 0.13% No change 539 $290K
Ellenbecker Investment Group 0.05% Add +38.7% 538 $290K
Hummer Financial Advisory Services Inc 0.23% No change 538 $290K
Moller Wealth Partners 0.08% No change 538 $290K
VestGen Investment Management 0.08% New 537 $289K
Evensky & Katz LLC 0.02% Reduce -1.5% 537 $289K
Private Capital Advisors, Inc. 0.03% No change 535 $288K
Bravias Capital Group, LLC 0.23% — 520 $288K
Two West Capital Advisors LLC 0.25% Reduce -60.8% 534 $288K
Atlantic Private Wealth, LLC 0.22% Reduce -38.5% 534 $288K
Arbor Trust Wealth Advisors, LLC 0.13% New 534 $288K
Fullcircle Wealth LLC 0.12% New 512 $287K
Compass Capital Corp. /Ma/ 0.11% — 517 $287K
Fourth Dimension Wealth, LLC 0.15% — 530 $286K
Morse Asset Management, Inc 0.07% No change 530 $286K
Patton Fund Management, Inc. 0.06% No change 530 $286K
Seaside Wealth Management, Inc. 0.10% Add +1.5% 529 $285K
SYM FINANCIAL Corp 0.04% Reduce -15.0% 528 $285K
Palo Alto Wealth Advisors, LLC 0.10% Reduce -11.1% 528 $285K
Colonial River Investments, LLC 0.14% Add +2.7% 527 $284K
Leading Edge Financial Planning LLC 0.09% Add +5.2% 527 $284K
Rogco, LP 0.12% Add +0.8% 526 $283K
Carlson Capital Management 0.01% Add +21.0% 525 $283K
Mosley Wealth Management 0.17% New 510 $282K
West Wealth Group, LLC 0.08% Add +2.5% 523 $282K
Emergent Wealth Advisors, LLC 0.20% Reduce -0.8% 523 $282K
Manhattan West Asset Management, LLC 0.08% Reduce -45.7% 522 $282K
Penobscot Investment Management Company, Inc. 0.03% Add +9.9% 520 $280K
Symphony Financial, Ltd. Co. 0.04% Reduce -93.7% 510 $280K
Compass Capital Management, Inc. 0.02% New 520 $280K
Gen-Wealth Partners Inc 0.12% Reduce -3.2% 519 $280K
Novak & Powell Financial Services, Inc. 0.17% No change 517 $279K
Knights of Columbus Asset Advisors LLC 0.02% No change 517 $279K
Redmond Asset Management, LLC 0.07% Add +25.2% 517 $278K
McNamara Financial Services, Inc. 0.07% Reduce -4.8% 516 $278K
Seelaus Asset Management LLC 0.26% Add +0.2% 513 $276K
Hofer & Associates. Inc 0.18% No change 508 $274K
Vermillion & White Wealth Management Group, LLC 0.20% Add +0.4% 508 $274K
Northwest Financial Advisors 0.23% Add +37.8% 507 $273K
Prodigy Asset Management LLC 0.23% — 506 $273K
Pinnacle Wealth Management Group, Inc. 0.17% No change 506 $273K
St Germain D J Co. Inc. 0.01% No change 504 $272K
Waycross Investment Management Co 0.29% No change 503 $271K
OMNI 360 Wealth, Inc. 0.18% No change 502 $270K
Delta Investment Management, LLC 0.05% New 502 $270K
Aviso Wealth Management 0.14% No change 500 $269K
East Coast Asset Management, LLC. 0.09% No change 500 $269K
Ironwood Wealth Management, LLC. 0.08% Reduce -3.5% 500 $269K
Chancellor Financial Group WB LP 0.22% — 500 $269K
Meritas Wealth Management, LLC 0.16% Reduce -2.0% 499 $269K
Joule Financial, LLC 0.09% Reduce -1.4% 498 $268K
Drake & Associates, LLC 0.08% Reduce -7.7% 483 $267K
Ibex Wealth Advisors 0.03% New 495 $267K
O'ROURKE & COMPANY, Inc 0.13% Add +6.7% 494 $266K
Prentice Wealth Management LLC 0.08% Add +27.0% 494 $266K
Windsor Capital Management, LLC 0.08% Add +8.8% 492 $265K
Symphony Financial Services, Inc. 0.21% Reduce -79.6% 485 $265K
Grant Street Asset Management, Inc. 0.07% Add +26.2% 491 $265K
Insight 2811, Inc. 0.14% No change 490 $264K
Private Wealth Management Group, LLC 0.10% Add +92.5% 489 $263K
LWM Advisory Services, LLC 0.18% No change 489 $263K
Security National Bank of Sioux City Iowa 0.18% Reduce -3.0% 487 $262K
Curio Wealth, LLC 0.14% — 487 $262K
Riverbend Wealth Management, LLC 0.23% — 486 $262K
ESL Trust Services, LLC 0.06% No change 486 $262K
Hemenway Trust Co LLC 0.02% No change 485 $261K
Summit Global Investments 0.02% Reduce -91.9% 484 $261K
Laraway Financial Advisors Inc 0.20% Add +0.2% 484 $261K
Centerpoint Advisors, LLC 0.09% Add +1750.0% 481 $259K
Stolper Co 0.09% Reduce -1.8% 480 $259K
Loomis Sayles & Co. L P 0.00% Reduce -28.9% 480 $259K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $258K
Lantern Wealth Advisors, LLC 0.17% Add +0.6% 477 $257K
Financial Life Planners 0.22% — 475 $257K
Buckhead Capital Management LLC 0.08% New 476 $256K
Goepper Burkhardt LLC 0.10% Add +3.9% 475 $256K
Vantage Point Financial LLC 0.14% — 469 $253K
Cable Hill Partners, LLC 0.03% Reduce -16.1% 469 $253K
Corrado Advisors, LLC 0.16% Add +5.4% 468 $252K
Old Port Advisors 0.07% New 468 $252K
Roman Butler Fullerton & Co. 0.08% Reduce -18.3% 457 $252K
Stevens Capital Partners 0.11% Add +0.4% 467 $251K
Triune Financial Partners, LLC 0.08% Add +3.6% 466 $251K
Moser Wealth Advisors, LLC 0.13% No change 465 $251K
Northstar Financial Companies, Inc. 0.24% — 465 $251K
Affinity Wealth Management LLC 0.04% New 464 $250K
Caitlin John, LLC 0.17% Add +0.4% 463 $250K
Revere Asset Management, Inc 0.21% New 463 $249K
Verity Asset Management, Inc. 0.14% Reduce -49.9% 1,097 $249K
Aire Advisors, LLC 0.05% Add +10.0% 463 $249K
American Financial Advisors, LLC 0.04% Add +0.4% 461 $249K
Tiemann Investment Advisors, LLC 0.11% No change 461 $248K
Riverstone Advisors, LLC 0.14% No change 460 $248K
Smith & Howard Wealth Management, LLC 0.07% Reduce -3.6% 460 $248K
Stillwater Wealth Management Group 0.22% — 458 $247K
Cornerstone Enterprises, LLC 0.15% Reduce -0.4% 456 $246K
Legacy Financial Group, Inc. 0.08% Reduce -22.7% 453 $244K
Hilltop Wealth Advisors, LLC 0.12% No change 451 $243K
Castlekeep Investment Advisors LLC 0.17% New 450 $242K
M. Kraus & Co 0.07% Reduce -3.2% 450 $242K
Tenret Co LLC 0.15% No change 449 $242K
Iams Wealth Management, LLC 0.11% New 449 $242K
Cornerstone Advisory, LLC 0.03% New 431 $242K
Regatta Capital Group, LLC 0.05% Add +7.4% 448 $241K
Planning Center, Inc. 0.03% Reduce -2.8% 448 $241K
Compass Planning Associates Inc 0.24% — 448 $241K
McDaniel Terry & Co. 0.02% New 447 $241K
Strengthening Families & Communities, LLC 0.14% Reduce -97.1% 445 $240K
Seven Post Investment Office LP 0.09% Add +1.8% 445 $240K
Avant Capital LLC 0.20% — 443 $238K
Centennial Wealth Advisory LLC 0.09% Reduce -4.1% 441 $237K
Fluent Financial, LLC 0.10% No change 438 $236K
Archer Investment Management, LLC 0.14% — 437 $235K
Chronos Wealth Management, LLC 0.12% No change 437 $235K
Delta Asset Management LLC 0.02% Add +1.2% 437 $235K
Ballast, Inc. 0.07% No change 434 $234K
Bernzott Capital Advisors 0.12% Reduce -36.1% 433 $234K
Searle & Co. 0.07% New 433 $233K
Scott & Selber, Inc. 0.07% New 433 $233K
PMG Wealth Management, Inc. 0.21% — 432 $233K
Fulton Breakefield Broenniman LLC 0.02% No change 432 $233K
Maltin Wealth Management, Inc. 0.11% New 431 $232K
Union Savings Bank 0.11% Reduce -11.5% 431 $232K
James Reed Financial Services, Inc. 0.24% — 430 $232K
LaFleur & Godfrey LLC 0.03% New 430 $232K
Guardian Partners Inc. 0.02% — 427 $231K
Beacon Investment Advisory Services, Inc. 0.01% Add +9.4% 429 $231K
Atlas Brown,Inc. 0.08% No change 429 $231K
Silver Oak Advisory Group, Inc. 0.12% Add +0.5% 430 $231K
Investor's Fiduciary Advisor Network, LLC 0.09% — 428 $230K
Gilliland Jeter Wealth Management LLC 0.08% Add +241.9% 424 $228K
Stewardship Advisors, LLC 0.06% Add +0.7% 424 $228K
Westover Capital Advisors, LLC 0.05% Reduce -42.5% 422 $227K
Richmond Investment Services, LLC 0.13% — 421 $227K
Greater Midwest Financial Group, LLC 0.14% No change 420 $226K
Ramsay, Stattman, Vela & Price, Inc. 0.04% Add +0.2% 420 $226K
Capital Insight Partners, LLC 0.04% No change 418 $225K
Gratus Wealth Advisors, LLC 0.04% No change 418 $225K
Secured Retirement Advisors, LLC 0.13% New 416 $224K
Avaii Wealth Management, LLC 0.11% Add +0.2% 415 $224K
Impact Capital Partners LLC 0.08% — 415 $224K
Orange Investment Advisors, Inc. 0.03% No change 415 $224K
Financial Guidance Group, Inc. 0.12% Reduce -4.8% 413 $223K
Flagship Private Wealth, LLC 0.11% Add +0.5% 413 $222K
BOS Asset Management, LLC 0.08% New 412 $222K
ARK & TLK Investments, LLC 0.08% No change 411 $222K
Cutler Investment Counsel LLC 0.03% No change 411 $221K
Mayfair Advisory Group, LLC 0.13% Add +2.8% 410 $221K
Washington Trust Bank 0.02% Reduce -13.0% 409 $220K
Boulder Wealth Advisors, LLC 0.11% Reduce -8.1% 409 $220K
Samlyn Capital, LLC 0.00% New 409 $220K
S&co Inc. 0.01% No change 410 $220K
Voisard Asset Management Group, Inc. 0.07% Add +3.3% 408 $220K
Strategic Equity Management 0.09% No change 407 $219K
NewSquare Capital LLC 0.02% Add +40600.0% 407 $219K
Grassi Investment Management 0.02% No change 407 $219K
Great Waters Wealth Management 0.03% New 406 $219K
Inspire Advisors, LLC 0.03% New 405 $218K
IVC Wealth Advisors LLC 0.12% New 405 $218K
Keeley-Teton Advisors, LLC 0.03% Reduce -1.2% 405 $218K
Seneca Financial Advisors LLC 0.11% Add +0.3% 404 $218K
Keb Asset Management, LLC 0.06% New 401 $216K
Wells Financial Advisors INC 0.29% No change 400 $216K
General Partner, Inc. 0.13% No change 400 $216K
Five Oceans Advisors 0.10% Reduce -45.6% 400 $215K
DDD Partners, LLC 0.03% Add +0.5% 398 $215K
Gibbs Wealth Management 0.06% New 398 $214K
Lee Danner & Bass Inc. 0.02% No change 398 $214K
Focused Wealth Management, Inc 0.03% Reduce -10.4% 398 $214K
Mirador Capital Partners LP 0.04% New 397 $214K
Shoker Investment Counsel, Inc. 0.07% Reduce -35.8% 397 $214K
Oxford Wealth Group, LLC 0.14% Add +2.6% 396 $213K
Allodium Investment Consultants, LLC 0.18% — 396 $213K
Redwood Financial Network Corp 0.16% New 396 $213K
David J Yvars Group 0.13% Add +0.3% 395 $213K
Twin Capital Management Inc. 0.02% No change 395 $213K
SevenBridge Financial Group, LLC 0.04% Reduce -0.5% 382 $213K
Birchcreek Wealth Management, LLC 0.13% Reduce -1.0% 394 $212K
Dogwood Wealth Management LLC 0.11% Reduce -51.8% 394 $212K
Clarendon Private LLC 0.22% — 393 $212K
Sincerus Advisory, LLC 0.23% — 391 $211K
Powell Investment Advisors, LLC 0.10% Add +0.5% 390 $210K
Alliance Wealth Advisors, LLC 0.12% New 390 $210K
Seneca House Advisors 0.08% Reduce -1.5% 388 $209K
Norden Group LLC 0.02% New 388 $209K
LWM Advisors Inc. 0.21% — 386 $208K
WPWealth LLP 0.04% Add +0.3% 384 $207K
Westwind Capital 0.05% No change 385 $207K
BCO Wealth Management LLC 0.17% — 383 $206K
Wealthspan Partners, LLC 0.10% New 383 $206K
Unionview, LLC 0.15% Reduce -26.9% 381 $205K
Rockline Wealth Management, LLC 0.05% Reduce -4.3% 381 $205K
Hunter Associates Investment Management LLC 0.03% New 379 $205K
HighMark Wealth Management LLC 0.12% Reduce -75.7% 379 $204K
Rodgers & Associates, LTD 0.02% Reduce -43.4% 379 $204K
Nia Impact Advisors, LLC 0.07% New 378 $204K
Investment Partners Asset Management, Inc. 0.16% New 375 $202K
Signature Wealth Management Partners, LLC 0.14% New 374 $202K
RMR Capital Management, LLC 0.15% New 373 $201K
Nova R Wealth, Inc. 0.10% New 372 $200K
Versant Capital Management, Inc 0.04% No change 371 $200K
Transcendent Capital Group LLC 0.10% Add +6.2% 361 $194K
Elgethun Capital Management 0.05% Add +27.2% 360 $194K
one8zero8, LLC 0.04% — 357 $192K
Whipplewood Advisors, LLC 0.11% — 350 $189K
Avalon Trust Co 0.01% Reduce -21.4% 350 $189K
Kennebec Savings Bank 0.19% Add +260.8% 350 $187K
Sugarloaf Wealth Management, LLC 0.04% No change 347 $187K
Mainstream Capital Management LLC 0.13% New 341 $184K
Pin Oak Investment Advisors Inc. 0.17% No change 346 $183K
Wagner Wealth Management, LLC 0.05% New 338 $182K
FLP Wealth Management, LLC 0.46% — 337 $182K
Menard Financial Group LLC 0.11% New 333 $179K
Capital A Wealth Management, LLC 0.30% — 331 $178K
Field & Main Bank 0.06% Add +19.3% 322 $173K
IFS Advisors, LLC 0.13% Reduce -2.5% 312 $168K
Copia Wealth Management 0.16% — 311 $168K
Kings Path Partners LLC 0.07% Add +190.5% 305 $164K
Arcadia Investment Management Corp. 0.03% No change 301 $162K
Capital Advisors, Ltd. LLC 0.02% No change 301 $162K
Roxbury Financial LLC 0.15% — 290 $161K
Optimum Investment Advisors 0.07% No change 295 $159K
Anderson Financial Strategies, LLC 0.10% — 294 $158K
Winch Advisory Services, LLC 0.04% Add +25.8% 288 $155K
Keener Financial Planning LLC 0.09% No change 284 $153K
American National Bank & Trust 0.02% Reduce -28.2% 278 $150K
Register Financial Advisors LLC 0.07% Add +97.1% 276 $149K
Providence First Trust Co 0.06% New 276 $149K
Nvwm, LLC 0.04% Add +8.4% 272 $147K
Financial Gravity Companies, Inc. 0.03% Add +0.4% 270 $146K
Clarity Asset Management, Inc. 0.09% Add +0.8% 267 $144K
2UniFi Bank 0.10% — 265 $143K
WFA Asset Management Corp 0.08% Reduce -4.7% 264 $142K
RE Dickinson Investment Advisors, LLC 0.12% Add +14.2% 257 $139K
AllSquare Wealth Management LLC 0.08% No change 256 $138K
Spectrum Wealth Counsel, LLC 0.02% No change 245 $132K
Rowlandmiller & Partners.adv 0.03% No change 235 $127K
Frisco Financial Planning LLC 0.13% — 235 $127K
Burkett Financial Services, LLC 0.05% Add +2.6% 233 $126K
Synergy Asset Management, LLC 0.01% New 235 $124K
Jackson Hole Capital Partners, LLC 0.03% No change 230 $124K
Chelsea Counsel Co. 0.06% No change 228 $123K
Breakwater Investment Management 0.05% Reduce -22.9% 225 $121K
Joseph Group Capital Management 0.05% Add +1.4% 222 $120K
Chesapeake Asset Management LLC 0.11% Add +30.9% 220 $119K
REAP Financial Group, LLC 0.03% No change 218 $117K
BankPlus Trust Department 0.04% — 209 $113K
PFS Partners, LLC 0.06% Reduce -1.4% 209 $112K
Alexis Investment Partners, LLC 0.05% — 204 $110K
FSA Wealth Management LLC 0.04% Reduce -4.7% 201 $108K
Gold Investment Management Ltd. 0.05% No change 199 $107K
Game Plan Financial Advisors, LLC 0.06% Reduce -1.0% 197 $106K
Accredited Wealth Management, LLC 0.09% — 195 $105K
University of Texas/Texas Am Investment Management Co. 0.01% Add +830.0% 186 $100K
Oakworth Capital, Inc. 0.01% No change 185 $100K
Park Square Financial Group, LLC 0.07% — 183 $99K
Capital Investment Counsel, Inc 0.01% Add +1.7% 183 $99K
Pinney & Scofield, Inc. 0.07% — 183 $98K
Provident Wealth Management, LLC 0.03% Add +78.8% 177 $95K
Deane Retirement Strategies, Inc. 0.05% Reduce -41.9% 176 $95K
Bank & Trust Co 0.08% No change 172 $93K
TruNorth Capital Management, LLC 0.03% Reduce -0.6% 172 $93K
Davis Capital Management 0.07% Reduce -1.7% 170 $92K
BTG Pactual Asset Management US LLC 0.01% New 163 $91K
Motco 0.01% Add +142.7% 165 $89K
CNB Bank 0.04% No change 164 $88K
Bellevue Asset Management, LLC 0.05% Add +27.6% 162 $87K
Wood Tarver Financial Group, LLC 0.03% — 161 $86K
CGC Financial Services, LLC 0.03% Add +4.0% 157 $85K
Woodard & Co. Asset Management Group Inc. 0.02% No change 152 $82K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +0.7% 150 $81K
Acima Private Wealth, LLC 0.03% No change 150 $81K
Briaud Financial Planning Inc 0.03% Add +2800.0% 145 $78K
Frazier Financial Advisors, LLC 0.06% No change 144 $78K
Endeavor Private Wealth, Inc. 0.07% — 142 $77K
Truvestments Capital LLC 0.02% No change 142 $77K
Vision Financial Markets LLC 0.08% — 141 $76K
Element Wealth, LLC 0.04% Add +4.5% 140 $76K
Copley Financial Group, Inc. 0.06% Reduce -48.9% 140 $75K
SIMA Wealth Partners, LLC 0.06% Add +149.1% 137 $74K
West Oak Capital, LLC 0.04% No change 137 $74K
Luminist Capital LLC 0.13% — 133 $72K
Elevation Wealth Partners, LLC 0.03% Add +10.1% 131 $71K
Legacy Investment Solutions, LLC 0.05% Reduce -13.7% 126 $70K
Legacy Wealth Managment, LLC 0.05% Reduce -13.7% 126 $70K
Financial Network Wealth Advisors LLC 0.13% No change 129 $70K
Founders Capital Management 0.04% No change 128 $69K
Mechanics Financial Corp 0.03% No change 126 $68K
Painted Porch Advisors LLC 0.03% Add +0.8% 124 $67K
Westend Capital Management, LLC 0.02% Add +2320.0% 121 $65K
WPG Advisers, LLC 0.06% — 116 $63K
FWL Investment Management, LLC 0.02% New 115 $62K
Ascentis Wealth Management, LLC 0.02% Reduce -79.3% 114 $61K
Navigoe, LLC 0.06% — 114 $61K
Criterion Capital Advisors, LLC 0.04% No change 121 $61K
Marshall & Sterling Wealth Advisors Inc. 0.04% — 106 $57K
Zeit Capital LLC 0.04% Add +27.5% 102 $57K
Morris Financial Concepts, Inc. 0.02% No change 104 $56K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -99.7% 103 $55K
Householder Group Estate & Retirement Specialist, LLC 0.04% Reduce -97.3% 101 $54K
Mendota Financial Group, LLC 0.03% No change 100 $54K
WR Wealth Planners, LLC 0.02% Reduce -20.2% 99 $53K
Sugar Maple Asset Management, LLC 0.04% New 98 $53K
Urban Financial Advisory Corp 0.03% Add +1.0% 97 $52K
Sherman Asset Management, Inc. 0.05% — 97 $52K
Aberdeen Wealth Management LLC 0.03% Add +8.2% 92 $50K
Creekmur Asset Management LLC 0.01% No change 92 $50K
Measured Risk Portfolios, Inc. 0.05% — 90 $48K
Investors Research Corp 0.01% No change 89 $48K
Eukles Asset Management 0.02% No change 87 $47K
EPG Wealth Management LLC 0.01% Reduce -1.2% 83 $45K
Delos Wealth Advisors, LLC 0.03% Add +166.7% 80 $43K
Putney Financial Group LLC 0.04% — 78 $42K
Garland Capital Management Inc. 0.03% No change 72 $39K
Nova Wealth Management, Inc. 0.03% — 69 $37K
Costello Asset Management, INC 0.02% Reduce -37.8% 69 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 66 $36K
Matrix Private Capital Group LLC 0.02% Add +6.6% 65 $35K
Atwood & Palmer Inc. 0.00% No change 61 $33K
Asset Management One Co., Ltd. 0.00% Add +185.0% 57 $31K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $31K
Your Advocates Ltd., LLP 0.01% New 53 $29K
Elevate Wealth Advisory, Inc. 0.02% No change 49 $27K
Innovative Advisory Group, LLC 0.02% — 43 $23K
Richard W. Paul & Associates, LLC 0.01% Add +600.0% 42 $23K
Absher Wealth Management, LLC 0.00% New 42 $23K
Compass Wealth Management LLC 0.01% No change 40 $22K
Morton Brown Family Wealth, LLC 0.01% New 39 $21K
Raleigh Capital Management Inc. 0.01% Add +5.6% 38 $21K
Thompson Investment Management, Inc. 0.00% No change 38 $20K
SouthState Bank Corp 0.00% No change 38 $20K
Horrell Capital Management, Inc. 0.01% No change 38 $20K
Milestone Investment Advisors LLC 0.01% No change 37 $20K
1620 Investment Advisors, Inc. 0.01% No change 31 $17K
Accent Capital Management, LLC 0.01% No change 30 $16K
Contravisory Investment Management, Inc. 0.00% Add +11.5% 29 $16K
Bare Financial Services, Inc 0.01% No change 28 $15K
Aviso Financial Inc. 0.00% New 28 $15K
Crowley Wealth Management, Inc. 0.01% — 27 $15K
Hexagon Capital Partners LLC 0.00% Add +13.0% 26 $14K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 25 $13K
Nordwand Advisors, LLC 0.01% Add +380.0% 24 $13K
Kozak & Associates, Inc. 0.00% Reduce -4.3% 22 $12K
Kiker Wealth Management, LLC 0.01% — 21 $11K
SJS Investment Consulting Inc. 0.00% No change 20 $11K
Broadwater Capital Management LLC 0.01% New 20 $11K
AlphaMark Advisors, LLC 0.00% No change 18 $10K
Arvest Investments, Inc. 0.00% No change 18 $10K
Valued Wealth Advisors LLC 0.01% No change 17 $9K
Central Pacific Bank - Trust Division 0.00% No change 17 $9K
Lummis Asset Management, LP 0.01% Reduce -89.5% 14 $8K
Sound Financial Strategies Group, LLC 0.01% No change 13 $7K
Horizon Financial Services, LLC 0.00% Reduce -93.0% 13 $7K
Winthrop Capital Management, LLC 0.00% New 13 $7K
ROSS\JOHNSON & Associates LLC 0.16% — 13 $7K
Rice Partnership, LLC 0.00% No change 12 $6K
Fairfield Financial Advisors, LTD 0.00% No change 11 $6K
MGB Wealth Management, LLC 0.00% No change 10 $5K
ZynergyRetirementPlanningLLC 0.00% No change 10 $5K
Lanark Financial, Inc. 0.45% — 9 $5K
Affinity Wealth LLC 0.00% — 9 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% — 9 $5K
Bay Harbor Wealth Management, LLC 0.00% No change 8 $4K
Capital & Planning, LLC 0.00% — 7 $4K
Davidson Capital Management Inc. 0.00% New 7 $4K
Principia Wealth Advisory, LLC 0.00% — 6 $3K
Gould Capital, LLC 0.00% No change 6 $3K
Robbins Farley 0.00% No change 6 $3K
Perritt Capital Management Inc 0.00% No change 5 $3K
Banque Transatlantique SA 0.00% — 5 $3K
POM Investment Strategies, LLC 0.00% New 4 $2K
Covestor Ltd 0.00% No change 3 $2K
Pension & Wealth Management Advisors, Inc. 0.00% No change 3 $2K
Pflug Koory, LLC 0.00% No change 3 $2K
PSI Advisors, LLC 0.00% Add +33.3% 4 $2K
Hoey Investments, Inc. 0.00% New 3 $2K
Legend Financial Advisors, Inc. 0.00% New 3 $2K
Dixon Mitchell Investment Counsel Inc. 0.00% New 3 $2K
Lowe Wealth Advisors, LLC 0.00% No change 2 $1K
Marquette Asset Management, LLC 0.00% Reduce -97.1% 2 $1K
Evelyn Partners Investment Management LLP 0.00% — 2 $1K
PFG Private Wealth Management, LLC 0.00% No change 1 $539
Wellington Shields & Co., LLC 0.00% No change 1 $539
Front Row Advisors LLC 0.00% No change 1 $539

"% 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.