Vanguard S&P 500 ETFVOOETF

13F holders, Q2 2025 (June 30)
3,391holders +58
163new positions
103sold out
9famous investors
$573.85avg. 13F price*

At the end of Q2 2025, 3,391 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 58 from Q1 2025. 163 opened new positions and 103 sold out. The largest holders were Vanguard Group Inc. ($20.9B), Raymond James Financial Inc. ($16.2B) and JPMorgan Chase & Co. ($16.0B). 9 famous investors held it, including Prem Watsa (2.2% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio) and Joel Greenblatt (0.4% of Gotham Asset Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions163$1.4B
Exits103$2.6B

All 13F filers, Q1 2025 → Q2 2025: 34,539,861 shares bought and 16,984,817 shares sold, net +17,555,044 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,391 holders

Vanguard Group Inc. 0.34% Add +6.7% 36,763,979 $20.9B
Raymond James Financial Inc. 5.57% Add +6.9% 28,484,896 $16.2B
JPMorgan Chase & Co. 1.10% Reduce -3.6% 28,174,911 $16.0B
California Public Employees Retirement System 9.37% Add +17.9% 25,883,852 $14.7B
Bank of America Corp. 1.15% Add +2.2% 25,095,520 $14.3B
Morgan Stanley 0.86% Reduce -2.6% 23,319,498 $13.2B
Goldman Sachs Group Inc. 1.21% Reduce -0.3% 13,180,482 $7.5B
Jones Financial Companies LLLP 5.67% Add +23.4% 13,185,471 $7.5B
Envestnet Asset Management Inc. 1.98% Add +1.2% 11,926,171 $6.8B
Corient Private Wealth LP 7.97% Reduce -5.7% 2,252,320 $6.0B
Acorns Advisers, LLC 43.12% Add +4.7% 8,847,296 $5.0B
LPL Financial LLC 1.16% Add +7.8% 6,115,211 $3.5B
Wells Fargo & Company 0.71% Add +10.2% 5,677,797 $3.2B
Ameriprise Financial Inc. 0.75% Add +2.8% 5,313,239 $3.0B
Mercer Global Advisors Inc. 5.91% Add +8.2% 4,636,511 $2.6B
Cerity Partners LLC 4.34% Add +9.8% 4,281,559 $2.4B
Royal Bank of Canada 0.46% Add +25.4% 4,147,081 $2.4B
UBS Group AG 0.48% Add +0.7% 4,027,962 $2.3B
Assetmark, Inc. 4.37% Add +3.5% 3,261,402 $1.9B
Citigroup Inc. 1.26% Add +22.4% 3,173,596 $1.8B
National Mutual Insurance Federation of Agricultural Cooperatives 13.45% No change 2,925,650 $1.7B
HighTower Advisors, LLC 1.82% Add +7.1% 2,557,272 $1.5B
Mirae Asset Global Investments Co., Ltd. 4.84% Reduce -3.3% 2,446,557 $1.4B
Cambridge Associates LLC /Ma/ 29.58% Reduce -0.8% 2,364,420 $1.3B
Northwestern Mutual Wealth Management Co. 0.97% Add +4.5% 2,339,290 $1.3B
Wealthspire Advisors, LLC 7.38% Reduce -1.7% 2,311,300 $1.3B
FJ Investments, LLC 87.36% Add +14.2% 2,165,268 $1.2B
Clal Insurance Enterprises Holdings Ltd 11.53% Reduce -26.3% 2,056,083 $1.2B
Truist Financial Corp. 1.69% Reduce -0.4% 2,032,668 $1.2B
E-L Financial Corp Ltd 100.00% Reduce 0.0% 1,479,853 $1.1B
Cliftonlarsonallen Wealth Advisors, LLC 18.92% Add +9.3% 1,985,564 $1.1B
Cambridge Investment Research Advisors, Inc. 3.18% Add +2.3% 1,840,341 $1.0B
Envestnet Portfolio Solutions, Inc. 3.79% Reduce -0.3% 1,815,609 $1.0B
Trans-Canada Capital Inc. 68.17% Add +8.9% 1,756,592 $1.0B
Pathstone Holdings, LLC 3.76% Reduce -0.8% 1,678,147 $950.8M
Provida Pension Fund Administrator 16.95% Reduce -6.5% 1,647,645 $935.9M
Glenmede Investment Management, LP 4.66% — 1,621,868 $921.3M
United Capital Financial Advisors, LLC 7.23% Reduce -4.3% 1,575,401 $894.9M
Cetera Investment Advisers 1.50% Add +7.6% 1,565,406 $889.2M
Focus Partners Wealth 1.91% Add +8.3% 1,548,766 $879.8M
Stifel Financial Corp. 0.85% Add +3.8% 1,535,199 $872.1M
Fisher Asset Management 0.34% Reduce -0.6% 1,521,821 $864.4M
Commonwealth Equity Services, LLC 1.13% Reduce -0.4% 1,504,556 $854.6M
Angeles Investment Advisors, LLC 46.09% Add +1.0% 1,435,331 $815.3M
Plante Moran Financial Advisors, LLC 56.37% Add +9.4% 1,412,471 $802.3M
Charles Schwab Investment Management Inc. 0.14% Add +9.6% 1,382,627 $785.4M
Bank of Montreal 0.39% Add +7.9% 1,359,692 $772.3M
JMG Financial Group, Ltd. 23.40% Reduce -2.4% 1,358,788 $771.8M
Creative Planning 0.65% Add +1.7% 1,343,735 $763.3M
Freestone Grove Partners LP 5.64% Add +43.7% 1,314,745 $746.8M
Nicholas Hoffman & Company, LLC. 18.78% Add +23.1% 1,279,348 $726.7M
Manufacturers Life Insurance Company, The 0.64% Add +3.5% 1,247,587 $708.7M
Osaic Holdings, Inc. 1.26% Add +25.8% 1,258,713 $706.0M
Alliancebernstein L.P. 0.22% Add +20.8% 1,210,576 $687.6M
Schroder Investment Management Group 0.58% Reduce -12.0% 1,212,425 $685.3M
Investure, LLC 51.30% Reduce -30.2% 1,184,392 $672.8M
Clearstead Advisors, LLC 9.40% Add +0.9% 1,177,459 $668.9M
Captrust Financial Advisors 1.49% Add +10.2% 1,176,167 $668.1M
Rockefeller Capital Management L.P. 1.44% Add +1.2% 1,156,835 $657.1M
Alberta Investment Management Corp 5.52% Add +176.0% 1,145,256 $650.5M
Pandi, LLC 86.58% Add +5.0% 1,138,934 $646.9M
Systematic Alpha Investments, LLC 22.85% No change 1,132,544 $643.3M
Summit Trail Advisors, LLC 10.66% New 1,090,394 $621.3M
Natixis Advisors, LLC 0.90% Add +34.9% 1,001,434 $568.8M
Cerity Partners OCIO LLC 30.60% Reduce -15.7% 971,841 $552.0M
CIBC Asset Management Inc 1.71% Add +2.2% 958,611 $544.5M
Call To Action Foundation 100.00% Add +1.1% 918,161 $521.5M
Wealth Enhancement Advisory Services, LLC 0.83% Add +8.3% 875,114 $503.4M
Analyst IMS Investment Management Services Ltd. 16.93% Add +0.2% 872,981 $495.9M
CHURCHILL MANAGEMENT Corp 5.33% Reduce -0.3% 864,054 $490.8M
Baird Financial Group, Inc. 0.83% Reduce -3.6% 829,440 $471.1M
GenTrust, LLC 22.00% Reduce -9.7% 819,147 $466.7M
Nepc LLC 11.77% Add +5.1% 818,600 $465.0M
Mariner, LLC 0.66% Add +3.6% 810,912 $460.6M
Diversified Trust Co. 10.10% Add +0.4% 801,321 $455.2M
Hancock Prospecting Pty Ltd 14.42% No change 798,474 $453.6M
CIBC Private Wealth Group LLC 0.79% Add +0.9% 777,889 $441.9M
Tiaa Trust, National Association 1.14% Reduce -4.9% 773,577 $439.4M
Wealthfront Advisers LLC 1.12% Add +0.0% 762,835 $433.3M
Northwestern Mutual Investment Management Company, LLC 6.58% Reduce -9.6% 752,231 $427.3M
Bessemer Group Inc. 0.68% Reduce -6.2% 739,733 $420.2M
MML Investors Services, LLC 1.19% Add +1.8% 726,952 $412.9M
Citizens Financial Group Inc. 6.63% Reduce -0.7% 724,517 $412.7M
Neuberger Berman Group LLC 0.31% Reduce -2.9% 710,824 $403.8M
Teacher Retirement System of Texas 1.62% Reduce -15.3% 681,104 $386.9M
Bank of New York Mellon Corp 0.07% Reduce -3.0% 662,972 $376.6M
Beacon Pointe Advisors, LLC 3.80% Add +7.3% 639,303 $363.1M
SWF LLC 41.69% Add +9008.0% 631,823 $358.9M
Bokf, NA 5.81% Add +10.2% 631,059 $358.5M
Hollencrest Capital Management 15.17% Add +1.1% 624,082 $354.5M
Makena Capital Management LLC 34.49% Reduce -19.1% 606,092 $344.3M
Fifth Third Bancorp 1.18% Add +2.1% 602,096 $342.0M
OMERS ADMINISTRATION Corp 2.68% Reduce -2.8% 600,715 $341.2M
Texas Capital Bank Wealth Management Services Inc 30.88% Reduce -4.9% 582,195 $330.7M
Globe Life Inc. 90.13% Reduce -2.2% 579,183 $329.0M
Tredje AP-fonden 2.61% Add +143.4% 576,980 $327.7M
Wedbush Securities Inc. 11.24% Reduce -6.3% 565,370 $321.1M
Keybank National Association 1.19% Add +1.9% 562,657 $319.6M
Valmark Advisers, Inc. 4.43% Reduce -0.9% 558,646 $317.3M
Kensington Asset Management, LLC 23.57% Add +163.2% 549,593 $312.2M
Acropolis Investment Management, LLC 16.75% Reduce -0.0% 536,809 $304.9M
Center for Financial Planning, Inc. 34.82% Add +0.7% 534,508 $303.6M
NewEdge Advisors, LLC 1.56% Add +6.2% 531,966 $302.2M
Sand Hill Global Advisors, LLC 11.20% Add +5.8% 531,012 $301.6M
Constellation Investments, Inc. 13.90% No change 529,000 $300.5M
Old National Bancorp 5.33% Add +2.9% 526,772 $299.2M
Liquid Strategies, LLC 65.39% Reduce -19.2% 526,660 $299.2M
Sagespring Wealth Partners, LLC 6.37% Reduce -2.3% 1,547,982 $295.8M
JBF Capital, Inc. 46.16% No change 509,121 $289.2M
BlackRock, Inc. 0.01% Reduce -1.9% 508,418 $288.8M
BOK Financial Private Wealth, Inc. 19.23% Add +2.7% 506,010 $288.3M
Janus Henderson Group PLC 0.14% Add +90.0% 504,617 $286.6M
MCF Advisors LLC 18.93% Reduce -8.5% 502,902 $286.3M
Wellington Management Group LLP 0.05% Add +10.9% 498,893 $283.4M
US Bancorp \de 0.35% Add +2.8% 495,709 $281.6M
Sun Life Financial Inc. 15.34% Reduce -0.3% 493,833 $280.5M
Adventist Health System/ West 41.38% No change 490,500 $278.6M
Fiera Capital Corp 0.94% Reduce -0.4% 487,856 $277.1M
First Manhattan Co. Llc. 0.78% Add +5.3% 484,180 $275.9M
SCS Capital Management LLC 3.02% Add +1.5% 477,804 $272.2M
M&T Bank Corp 0.93% Add +6.2% 479,022 $272.1M
Northeast Financial Consultants Inc 11.12% Add +3.7% 478,910 $272.0M
Allspring Global Investments Holdings, LLC 0.45% Add +19.8% 473,777 $269.0M
FMR LLC 0.02% Add +5.3% 472,700 $268.5M
National Philanthropic Trust 3.58% Add +185.4% 470,846 $267.5M
Barclays PLC 0.11% Add +0.2% 470,394 $267.2M
Retirement Planning Group, LLC 11.29% Add +6.0% 467,224 $265.4M
Kestra Advisory Services, LLC 1.27% Reduce -22.1% 457,689 $260.0M
Karpus Management, Inc. 8.37% Reduce -1.0% 457,002 $259.6M
Country Trust Bank 5.61% Add +50.9% 440,523 $250.2M
Moneta Group Investment Advisors LLC 2.96% Add +6.6% 437,487 $248.5M
Steward Partners Investment Advisory, LLC 1.94% Add +2.9% 435,708 $247.5M
Cresset Asset Management, LLC 1.23% Reduce -6.0% 430,140 $245.1M
Smithfield Trust Co 11.34% Add +1.0% 422,419 $240.0M
Northern Trust Corp. 0.03% Add +15.4% 419,995 $238.6M
Ieq Capital, LLC 1.45% Add +16.3% 423,100 $236.4M
Axis Capital Holdings Ltd. 95.98% Reduce -4.3% 413,884 $235.1M
Harbour Investments, Inc. 5.96% Add +16.4% 413,827 $235.1M
Allianz Asset Management GmbH 0.31% Add +64.7% 412,216 $234.2M
Sanctuary Advisors, LLC 1.43% Add +0.5% 407,151 $231.3M
Keel Point, LLC 15.29% Add +1.6% 406,720 $231.0M
Janney Montgomery Scott LLC 0.59% Add +2.7% 395,465 $224.6M
Robertson Stephens Wealth Management, LLC 7.71% Add +3.0% 390,586 $222.5M
Lincoln National Corp. 6.70% Add +1.0% 389,179 $221.1M
Regions Financial Corp. 1.51% Add +9.2% 385,606 $219.0M
SBI Securities Co., Ltd. 6.21% Reduce -0.3% 380,187 $216.0M
Fusion Family Wealth, LLC 18.14% Add +2.7% 377,700 $214.5M
Invictus Private Wealth, LLC 14.56% Add +5.3% 374,407 $212.7M
Exchange Traded Concepts, LLC 2.71% Reduce -2.7% 373,433 $212.1M
New York Life Insurance Co. 60.18% No change 372,170 $211.4M
Retirement Systems of Alabama 0.75% Add +1313.9% 369,474 $209.9M
Stratos Wealth Partners, LTD. 2.85% Reduce -10.4% 366,921 $208.4M
Trajan Wealth LLC 10.09% Reduce -0.0% 363,119 $206.3M
Norinchukin Bank, The 3.06% Add +22.9% 362,580 $206.0M
GeoWealth Management, LLC 7.95% Add +16.2% 358,620 $203.7M
Itau Unibanco Holding S.A. 7.70% Reduce -9.4% 356,717 $202.6M
Welch Capital Partners LLC 45.04% Reduce -2.1% 356,169 $202.3M
Gleason Group, Inc. 21.85% Add +40.5% 354,949 $201.6M
Coldstream Capital Management Inc. 3.30% Reduce -0.0% 354,724 $201.5M
Powers Capital, LLC 99.09% Reduce -1.3% 350,822 $199.3M
Brown Advisory Inc. 0.26% Add +18.3% 347,167 $197.2M
Sterling Capital Management LLC 2.80% Add +6.9% 346,108 $196.6M
Steel Grove Capital Advisors, LLC 23.26% Add +1.3% 345,340 $196.2M
Sageworth Trust Co 10.82% Add +5.8% 343,974 $195.4M
Bartlett & Co. Wealth Management LLC 2.72% Add +5.0% 341,527 $194.6M
Pinnacle Financial Partners Inc 4.09% Reduce -4.8% 342,541 $194.6M
West Virginia University Foundation, Inc 56.95% Add +2.0% 332,380 $188.8M
AE Wealth Management LLC 1.36% Reduce -7.9% 327,430 $186.0M
Deutsche Bank AG 0.07% Add +17.8% 326,743 $185.6M
Farther Finance Advisors, LLC 3.69% Add +13.4% 324,438 $184.3M
Intrust Bank NA 16.29% Add +4.3% 323,638 $183.8M
American Trust 17.30% Add +55163.3% 323,290 $183.6M
Blue Trust, Inc. 2.16% Add +2.0% 322,068 $182.9M
Macquarie Group Ltd. 0.22% Reduce -62.3% 320,658 $182.1M
Equitable Trust Co. 8.98% Add +29.0% 317,157 $180.2M
Private Advisor Group, LLC 0.97% Add +5.5% 316,839 $180.0M
TLT Family Holdco ULC 14.17% — 315,500 $179.2M
Lockheed Martin Investment Management Co. 6.52% Reduce -1.2% 314,000 $178.4M
Human Investing LLC 27.74% Add +4.6% 309,574 $176.1M
EP Wealth Advisors, LLC 1.15% Add +67.1% 308,707 $175.4M
Albion Financial Group 11.36% Add +6.7% 306,248 $174.0M
Means Investment Co., Inc. 16.36% Add +3.2% 303,973 $172.7M
Betterment LLC 0.37% Add +11.2% 303,933 $172.6M
Blair William & Co. 0.48% Add +4.3% 303,780 $172.6M
Merit Financial Group, LLC 1.90% Reduce -16.8% 299,850 $170.3M
Wescott Financial Advisory Group, LLC 16.08% Add +0.6% 295,867 $168.1M
OneDigital Investment Advisors LLC 1.86% Reduce -2.4% 295,594 $167.9M
State of Tennessee, Department of Treasury 0.60% No change 294,150 $167.1M
Zhang Financial LLC 7.70% Add +1.6% 293,637 $166.8M
First American Financial Corp 56.28% No change 290,906 $165.2M
Taiyo Life Insurance Co. 15.47% No change 290,100 $164.8M
PFG Advisors 7.53% Add +1230.4% 677,423 $162.9M
AQR Capital Management 0.13% Add +90.0% 284,575 $161.6M
Glassman Wealth Services 24.55% Add +0.1% 282,133 $160.3M
Hardy Reed LLC 12.77% Add +3.7% 280,605 $159.4M
Fairfield University 86.70% Reduce -5.7% 276,488 $157.1M
TRB Advisors LP 37.44% Add +450.0% 275,000 $156.2M
Greenwood Gearhart LLC 9.63% Reduce -3.7% 271,515 $154.2M
AMG National Trust Bank 4.03% Add +12.0% 269,806 $153.3M
Lido Advisors, LLC 0.81% Add +23.6% 267,940 $152.6M
Opus Capital Group, LLC 18.12% Reduce -0.2% 266,482 $151.4M
Equitable Holdings, Inc. 1.24% Add +6.8% 265,574 $150.9M
DAVENPORT & Co LLC 0.83% Add +5.5% 265,107 $150.6M
Hirtle & Co., LLC 6.38% Reduce -27.0% 264,895 $150.5M
First Western Trust Bank 6.76% Reduce -4.3% 264,651 $150.3M
Federation des caisses Desjardins du Quebec 0.65% Reduce -4.2% 261,739 $148.7M
Chicago Partners Investment Group LLC 4.24% Add +1.8% 252,148 $147.0M
Concurrent Investment Advisors, LLC 2.83% Add +10.3% 256,362 $145.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +16.6% 254,975 $144.8M
Alerus Financial NA 10.33% Reduce -3.0% 252,519 $143.4M
Allen Investment Management, LLC 1.56% Add +0.0% 251,324 $142.8M
Forvis Mazars Wealth Advisors, LLC 3.07% Add +3.6% 250,626 $142.4M
Litman Gregory Wealth Management LLC 11.07% Reduce -5.1% 247,737 $140.7M
Bogart Wealth, LLC 6.01% Add +1.7% 247,585 $140.6M
Millburn Ridgefield LLC 3.37% Reduce -6.6% 246,237 $139.9M
Catalyst Capital Advisors LLC 2.83% Reduce -6.6% 246,237 $139.9M
Quantinno Capital Management LP 0.60% Add +32.8% 243,945 $138.6M
Lutz Financial Services LLC 10.75% Add +0.1% 243,696 $138.4M
D.A. Davidson & Co. 0.96% Add +5.8% 240,799 $136.8M
Global Wealth Strategies & Associates 38.92% Add +1.8% 239,365 $136.0M
GoalVest Advisory LLC 33.63% Add +0.1% 239,109 $135.8M
Nissay Asset Management Corp. /Japan 0.79% Reduce -42.4% 236,572 $134.4M
ALM First Financial Advisors, LLC 28.62% No change 274,615 $132.3M
Wiser Wealth Management, Inc 33.06% Add +5.3% 232,397 $132.0M
Peapack Gladstone Financial Corp. 1.86% Add +3.0% 231,910 $131.7M
Savant Capital, LLC 0.94% Reduce -4.6% 230,486 $130.9M
Cwm, LLC 0.45% Reduce -2.2% 227,063 $129.0M
Condor Capital Management 11.16% Add +0.6% 226,587 $128.7M
Proficio Capital Partners LLC 8.00% Add +8.1% 226,536 $128.7M
World Investment Advisors 2.88% Reduce -0.9% 223,470 $126.9M
OP Asset Management Ltd 1.83% No change 219,490 $124.7M
Ancora Advisors LLC 2.59% Reduce -0.8% 218,751 $124.3M
Fund Evaluation Group, LLC 4.80% Add +14.3% 218,394 $124.1M
Prime Capital Investment Advisors, LLC 1.65% Reduce -21.4% 218,102 $123.9M
Yarbrough Capital, LLC 4.39% No change 216,447 $122.9M
Arrow Financial Corp 12.90% Reduce -0.7% 215,686 $122.5M
Agf Management Ltd. 0.56% Add +3.4% 214,437 $121.8M
Steele Capital Management, Inc. 5.75% Add +0.5% 210,509 $119.9M
Choreo, LLC 1.66% Add +34.5% 208,832 $119.0M
Clarius Group, LLC 6.79% Reduce -4.6% 205,134 $116.5M
Capstone Investment Advisors, LLC 1.19% Reduce -1.5% 202,774 $115.2M
Partners Capital Investment Group, LLP 4.65% Reduce -72.0% 202,662 $115.1M
Mesirow Financial Investment Management, Inc. 2.24% Add +1.6% 201,986 $114.7M
United Services Automobile Association 11.78% Reduce -34.0% 199,703 $113.4M
Southern Farm Bureau Life Insurance 14.46% No change 199,115 $113.1M
Mayport, LLC 27.08% Add +6.5% 198,635 $112.8M
Tectonic Advisors LLC 6.52% Add +5.7% 197,399 $112.1M
One Day In July LLC 10.11% Reduce -9.4% 196,532 $111.6M
StoneX Group Inc. 5.44% Add +2.0% 195,874 $111.6M
Amtrust Financial Services, Inc. 40.07% Add +58.4% 196,400 $111.6M
Avantax Advisory Services, Inc. 0.60% Add +2.6% 191,870 $109.0M
J. Safra Sarasin Holding AG 1.87% Reduce -4.5% 191,153 $108.6M
CW Advisors, LLC 1.05% Add +149.8% 190,320 $108.1M
Charles Schwab Trust Co 8.05% Add +11.9% 188,776 $107.2M
Arkos Global Advisors 14.82% Reduce -4.1% 187,979 $106.8M
Affiance Financial, LLC 21.56% Add +13.0% 186,789 $106.1M
Strategic Investment Advisors / MI 10.28% Add +15.7% 185,858 $105.8M
Bell Bank 4.80% Add +1.8% 181,275 $103.0M
Apollon Wealth Management, LLC 2.03% Add +3.1% 181,161 $102.9M
Efficient Advisors, LLC 6.13% Add +4.3% 181,106 $102.9M
Hudson Bay Capital Management LP 0.76% Add +756.4% 180,267 $102.4M
Crane Advisory, LLC 16.91% Reduce -5.7% 178,008 $102.0M
Banco Santander, S.A. 0.97% Reduce -23.1% 179,608 $102.0M
Savvy Advisors, Inc. 6.76% Add +52.0% 178,254 $101.3M
NorthCoast Asset Management LLC 0.43% Add +20.7% 176,805 $100.5M
RFG Holdings, Inc. 28.49% Reduce -1.6% 173,145 $98.4M
RMR Wealth Builders 8.90% Add +3.3% 171,843 $97.9M
Eisler Capital Management Ltd. 3.34% Add +20214.0% 170,841 $97.0M
Mill Creek Capital Advisors, LLC 2.15% Add +0.9% 170,392 $96.8M
HSBC Holdings PLC 0.06% Add +14.4% 170,222 $96.7M
Evoke Wealth, LLC 2.26% Add +13.7% 168,901 $96.2M
HB Wealth Management, LLC 0.77% Add +1.4% 169,234 $96.1M
Thrivent Financial for Lutherans 0.21% Reduce -46.3% 168,464 $95.7M
Sepio Capital, LP 6.77% Add +0.5% 167,536 $95.2M
Compass Financial Group, INC 15.46% Add +9.8% 165,940 $94.3M
CJM Wealth Advisers, Ltd. 31.09% Reduce -3.8% 164,485 $93.4M
Ironclad Investments LLC 47.53% No change 164,258 $93.3M
Atria Investments, Inc 1.10% Reduce -2.0% 163,603 $92.9M
Performa Ltd (US), LLC 27.92% Add +5.5% 163,016 $92.6M
Ensign Peak Advisors, Inc 0.16% New 162,997 $92.6M
WASHINGTON TRUST Co 3.27% Add +2.8% 162,672 $92.4M
Conrad Siegel Investment Advisors, Inc. 20.61% Add +0.8% 161,729 $91.9M
Advisor OS, LLC 9.03% Reduce -1.7% 161,485 $91.7M
Larson Financial Group LLC 3.68% Reduce -44.4% 161,294 $91.6M
Korea Investment CORP 0.20% Reduce -36.2% 161,090 $91.5M
Comerica Bank 0.35% Add +15.3% 159,710 $90.7M
SilverOak Wealth Management LLC 16.82% Add +0.4% 157,770 $89.6M
Aspiriant, LLC 2.85% Add +1.5% 157,684 $89.6M
Wedmont Private Capital 3.80% Reduce -4.0% 155,278 $89.1M
Warren Street Wealth Advisors, LLC 29.40% Add +7.2% 156,068 $88.7M
PNC Financial Services Group, Inc. 0.06% Add +6.1% 154,364 $87.7M
Privium Fund Management (UK) Ltd 56.05% Add +53.8% 153,410 $87.5M
Stordahl Capital Management, Inc. 19.28% Reduce -0.5% 152,785 $86.8M
Stephens Consulting, LLC 20.68% Add +0.1% 152,551 $86.7M
Obermeyer Wealth Partners 4.31% Add +1.9% 152,519 $86.6M
BIP Alliance, LLC 33.21% Add +7.7% 152,222 $86.5M
Empire Life Investments Inc. 5.46% Add +16.3% 151,266 $85.9M
&partners 0.66% Add +9.2% 150,646 $85.8M
WestHill Financial Advisors, Inc. 18.18% Reduce -0.5% 150,902 $85.7M
Pure Financial Advisors, LLC 1.51% Add +26.6% 150,757 $85.6M
Bank Hapoalim BM 12.21% Reduce -0.8% 165,579 $85.6M
MJP Associates Inc. 12.53% Reduce -0.9% 148,762 $84.5M
American Family Investments, Inc. 4.61% Add +23.6% 148,696 $84.5M
Cambridge Advisors Inc. 17.60% Add +2.8% 148,215 $84.2M
Orion Porfolio Solutions, LLC 0.72% Reduce -3.8% 148,023 $84.1M
Goldstone Financial Group, LLC 11.05% Add +4.0% 145,499 $83.7M
Texas Capital Bancshares Inc 30.23% Add +1.8% 147,123 $83.6M
Webster Bank, N. A. 8.60% Add +0.7% 146,496 $83.2M
J.W. Cole Advisors, Inc. 1.76% Add +41.0% 145,336 $82.6M
Wealthcare Advisory Partners LLC 1.88% Add +33.0% 145,195 $82.5M
MA Private Wealth 14.74% Reduce -17.7% 145,075 $82.4M
CFO4Life Group, LLC 12.87% Add +2.3% 144,877 $82.3M
Trevian Wealth Management LLC 48.93% Reduce -14.4% 141,220 $80.2M
West Financial Advisors, LLC 13.90% Add +6.7% 140,606 $79.9M
BOCHK Asset Management Ltd 23.04% New 140,000 $79.5M
Standpoint Asset Management, LLC 16.24% Reduce -20.1% 139,800 $79.4M
Brass Tax Wealth Management, Inc. 15.27% Add +4.3% 139,614 $79.3M
Angeles Wealth Management, LLC 5.40% Reduce -3.2% 138,473 $78.7M
Circle Wealth Management, LLC 1.75% Reduce -5.8% 138,350 $78.6M
Simon Quick Advisors, LLC 3.98% Add +6.7% 138,275 $78.5M
Summit Financial, LLC 1.77% Add +42.5% 137,724 $78.5M
Manning & Napier Advisors LLC 0.93% Reduce -10.5% 137,953 $78.4M
Factory Mutual Insurance Co. 0.85% Add +182.6% 136,200 $77.4M
Turtle Creek Wealth Advisors, LLC 9.12% Reduce -11.4% 136,061 $77.3M
Common Fund for Nonprofit Organizations 7.87% Add +3.9% 134,121 $76.2M
Composition Wealth, LLC 1.27% Reduce -3.5% 132,765 $75.4M
Elwood & Goetz Wealth Advisory Group, LLC 16.16% Add +0.2% 131,647 $74.8M
CoreCap Advisors, LLC 2.99% Add +2.6% 130,619 $74.2M
OneAscent Financial Services LLC 5.26% Reduce -46.5% 129,468 $73.7M
Twin Tree Management, LP 1.85% New 129,245 $73.4M
Gotham Asset Management 0.44% Add +88.9% 128,540 $73.0M
MAI Capital Management 0.51% Add +3.4% 128,494 $73.0M
Jefferies Financial Group Inc. 1.26% Add +0.3% 128,004 $72.7M
Brio Consultants, LLC 10.60% Add +0.1% 127,754 $72.6M
Standard Family Office LLC 84.77% Add +1.8% 127,386 $72.4M
Evermay Wealth Management LLC 8.90% Reduce -5.2% 126,965 $72.3M
Progeny 3, Inc. 3.99% No change 125,200 $71.1M
Francis Financial, Inc. 16.34% Reduce -5.7% 124,459 $70.7M
Selective Wealth Management, Inc. 25.79% Reduce -2.0% 123,123 $70.6M
Bank of Nova Scotia 0.15% Add +2.3% 124,258 $70.6M
Scott Capital Advisors, LLC 19.10% Add +0.5% 122,899 $70.5M
P/E Global LLC 14.56% Reduce -8.0% 123,275 $70.0M
Summit Wealth Group, LLC 17.90% Add +1.6% 122,743 $69.7M
Fidato Wealth LLC 49.62% Add +6.5% 122,249 $69.4M
Ciovacco Capital Management LLC 37.58% Add +30.5% 121,615 $69.1M
Fortune 45 LLC 39.80% Add +5.4% 121,595 $69.1M
Wilmington Savings Fund Society, FSB 1.23% Add +41.4% 121,582 $69.1M
Proffitt & Goodson Inc. 10.51% Add +8.7% 121,434 $69.0M
Aptus Capital Advisors, LLC 0.68% Add +12.7% 121,176 $68.8M
Simplicity Wealth,LLC 2.86% Add +29.3% 120,921 $68.7M
Franklin, Parlapiano, Turner & Welch, LLC 17.92% Add +2.2% 120,830 $68.6M
Sei Investments Co. 0.08% Add +6364.6% 120,629 $68.5M
Pinion Investment Advisors, LLC 23.59% Reduce -51.6% 120,451 $68.4M
Grove Bank & Trust 8.53% Reduce -26.3% 120,345 $68.4M
AmeriServ Wealth Advisors 33.66% Add +23.4% 119,888 $68.1M
Jasper Ridge Partners, L.P. 1.70% Add +6.6% 119,835 $68.1M
Redwood Investment Management, LLC 7.16% Add +4.8% 118,957 $67.6M
Brookstone Capital Management 0.89% Add +18.0% 118,900 $67.5M
Oldfather Financial Services, LLC 23.02% Add +3.3% 117,899 $67.0M
IMC-Chicago, LLC 1.67% New 117,690 $66.9M
Vestmark Advisory Solutions, Inc. 0.96% Reduce -4.6% 117,431 $66.7M
Syntegra Private Wealth Group, LLC 6.79% Add +2377.5% 117,235 $66.6M
William Marsh Rice University 47.25% Reduce -60.0% 116,799 $66.3M
David Kennon Inc 24.67% Add +36.6% 116,235 $66.0M
Lansing Street Advisors 19.50% Add +5.2% 114,931 $65.5M
Beaird Harris Wealth Management, LLC 5.05% Add +6.6% 114,747 $65.2M
Olympus Wealth Management, LLC 21.70% Add +26.9% 113,697 $64.6M
Prudential PLC 0.39% Add +49.7% 113,192 $64.3M
Integrated Wealth Concepts LLC 0.63% Add +6.3% 110,947 $63.0M
Fifth Third Securities, Inc. 4.70% Add +13.9% 110,227 $62.6M
Investment Research & Advisory Group, Inc. 23.30% Add +18.1% 110,107 $62.5M
Stephens Inc. 0.86% Reduce -5.7% 110,059 $62.5M
Brighton Securities Corp. 34.02% Reduce -20.7% 109,575 $62.2M
NorthRock Partners, LLC 1.62% Reduce -1.8% 109,115 $62.2M
Sierra Capital LLC 7.16% Reduce -5.0% 109,265 $62.1M
Dunhill Financial, LLC 17.95% Add +28.4% 109,122 $62.0M
Nadler Financial Group, Inc. 6.30% Reduce -4.4% 108,347 $61.5M
Ballentine Partners, LLC 0.93% Add +6.6% 108,216 $61.5M
Midwest Trust Co 0.85% — 107,480 $61.1M
Commerce Bank 0.36% Reduce -19.8% 107,043 $60.8M
Allworth Financial LP 0.29% Add +9.7% 106,138 $60.3M
SoundView Advisors Inc. 22.21% Add +5.5% 106,117 $60.3M
Capital Group Private Client Services, Inc. 0.52% Add +11.7% 106,050 $60.2M
Kingsview Wealth Management, LLC 1.02% Add +9.6% 106,019 $60.2M
Roundview Capital LLC 4.02% Add +0.0% 105,790 $60.1M
West Paces Advisors Inc. 12.78% Add +10.9% 105,736 $60.1M
Northeast Investment Management 2.57% Add +2.3% 105,733 $60.1M
Scotia Capital Inc. 0.28% Add +3.9% 104,739 $59.5M
Strategic Blueprint, LLC 2.90% Reduce -0.2% 103,830 $59.0M
Rathbones Group PLC 0.25% Add +19.6% 103,183 $58.6M
Acorn Financial Advisory Services Inc. 9.59% Reduce -6.4% 102,983 $58.5M
Perigon Wealth Management, LLC 1.36% Reduce -9.9% 102,669 $58.3M
Kestra Private Wealth Services, LLC 0.84% Reduce -5.3% 102,566 $58.3M
Optas, LLC 11.03% Reduce -50.3% 102,192 $58.0M
Sigma Planning Corp 1.74% Add +2.4% 101,616 $57.7M
Choate Investment Advisors 1.24% Add +4.2% 100,813 $57.3M
TradeWell Securities, LLC. 27.35% Add +1.3% 100,677 $57.2M
Silphium Asset Management Ltd 20.14% New 99,530 $56.5M
Hill Island Financial LLC 15.63% Add +6.1% 98,684 $56.1M
Bailard, Inc. 1.30% Add +0.6% 98,445 $55.9M
AJ Advisors, LLC 24.87% Reduce -2.9% 98,395 $55.9M
Gitterman Wealth Management, LLC 12.96% Add +2.6% 97,886 $55.6M
Safir Wealth Advisors, LLC 40.68% Add +2.5% 97,606 $55.4M
Twele Capital Management, Inc. 10.97% Reduce -0.6% 97,348 $55.3M
Valeo Financial Advisors, LLC 1.33% Reduce -0.8% 95,875 $54.1M
National Bank of Canada 0.06% Add +82.1% 94,879 $53.9M
Souders Financial Advisors 6.84% Add +3.7% 94,673 $53.8M
Atria Wealth Solutions, Inc. 1.22% Reduce -49.3% 94,258 $53.8M
Crestmont Private Wealth LLC 19.42% Add +2.3% 94,561 $53.7M
Guardian Wealth Advisors, LLC / NC 3.78% Add +15.4% 94,495 $53.7M
Hillcrest Wealth Advisors - NY, LLC 25.14% Add +0.9% 94,121 $53.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.22% Add +3.7% 94,007 $53.4M
Wit, LLC 1.32% Add +6.4% 93,476 $53.1M
Fragasso Financial Advisors Inc 3.58% Reduce -2.4% 93,340 $53.0M
Freestone Capital Holdings, LLC 1.80% Add +0.7% 93,061 $52.9M
Passaic Partners LLC 6.36% Add +99.4% 92,615 $52.6M
AlTi Global, Inc. 1.31% Reduce -2.3% 91,781 $52.3M
Cantor Fitzgerald Investment Advisors L.P. 3.68% Reduce -0.3% 91,746 $52.1M
Gladstone Institutional Advisory LLC 2.15% Add +9.8% 91,510 $52.0M
Kearns & Associates LLC 29.78% No change 91,459 $52.0M
Moody National Bank Trust Division 4.75% Add +13.2% 91,341 $51.9M
Taikang Asset Management (Hong Kong) Co Ltd 6.65% Add +11.9% 90,905 $51.6M
3Chopt Investment Partners, LLC 12.35% Add +3.2% 90,176 $51.4M
O'shaughnessy Asset Management, LLC 0.35% Add +5.5% 90,276 $51.3M
Mutual Advisors, LLC 1.28% Add +9.3% 87,486 $51.2M
Trust Co of Tennessee 11.79% Reduce -0.2% 89,104 $50.6M
Level Financial Advisors 15.74% Reduce -1.5% 89,045 $50.6M
Ameraudi Asset Management, Inc. 26.37% Add +2.4% 88,540 $50.3M
Kinsale Capital Group, Inc. 10.32% Add +35.1% 88,490 $50.3M
Gentry Private Wealth, LLC 38.41% Add +2.3% 88,459 $50.2M
Advanced Asset Management Advisors Inc 13.43% Reduce -0.4% 87,564 $49.7M
HBK Sorce Advisory LLC 1.33% Reduce -7.9% 86,705 $49.3M
AlphaCore Capital LLC 1.87% Add +45.2% 86,379 $49.2M
Next Level Wealth Planning, LLC 31.51% Add +6.6% 86,626 $49.2M
Elm Partners Management LLC 2.84% Add +276.6% 86,137 $48.9M
Drucker Wealth 3.0, LLC 9.45% Reduce -3.7% 85,299 $48.9M
CENTRAL TRUST Co 1.13% Add +1.1% 86,018 $48.9M
Salomon & Ludwin, LLC 4.82% Reduce -4.0% 85,491 $48.8M
EMC Capital Management 26.11% Add +26.1% 85,218 $48.4M
CANADA LIFE ASSURANCE Co 0.08% Add +16.1% 84,615 $48.2M
Sompo Asset Management Co., Ltd. 8.33% Add +1.4% 84,367 $47.9M
Global Retirement Partners, LLC 1.18% — 83,917 $47.7M
Fiduciary Trust Co 0.59% Reduce -2.4% 83,890 $47.7M
Crescent Grove Advisors, LLC 4.60% Add +1.4% 83,312 $47.5M
Rolek Wealth Management LLC 41.05% Add +1.9% 83,552 $47.5M
Sage Mountain Advisors LLC 3.07% Add +0.5% 83,005 $47.1M
Compound Planning, Inc. 1.78% Add +17.5% 82,796 $47.0M
IFG Advisors, LLC 7.89% Add +16.8% 82,678 $47.0M
Daymark Wealth Partners, LLC 1.79% Reduce -14.0% 82,672 $47.0M
Boyd Wealth Management, LLC 20.19% Add +38.2% 82,086 $46.6M
Sage Financial Group Inc. 3.44% Add +34.7% 81,923 $46.5M
Rooted Wealth Advisors, Inc. 16.04% Add +4.5% 80,943 $46.4M
HBW Advisory Services LLC 5.65% Add +1.5% 80,606 $45.8M
Geneos Wealth Management Inc. 1.12% Add +26.7% 80,553 $45.8M
LM Advisors LLC 5.90% Add +0.9% 80,256 $45.6M
Greenleaf Trust 0.40% Add +9.2% 80,017 $45.5M
Resolute Advisors LLC 11.25% Add +0.2% 79,465 $45.3M
ForthRight Wealth Management, LLC 14.06% Add +3.8% 79,374 $45.1M
Fiduciary Group, LLC 4.23% Add +0.9% 79,134 $45.0M
Fort Washington Investment Advisors Inc. 0.26% Reduce -9.4% 78,813 $44.8M
Oppenheimer & Co. Inc. 0.59% Add +8.3% 78,733 $44.7M
BCK Partners, Inc. 26.13% Add +0.1% 78,407 $44.5M
Liberty Square Wealth Partners LLC 15.27% Add +3.5% 77,833 $44.2M
Money Concepts Capital Corp. 2.94% Add +7.2% 77,398 $44.0M
Modern Wealth Management, LLC 1.08% Reduce -0.1% 77,392 $44.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% New 77,215 $43.9M
MBM Wealth Consultants, LLC 11.65% Add +1.8% 76,620 $43.5M
Steph & Co. 14.05% Add +0.1% 76,263 $43.3M
B.O.S.S. Retirement Advisors, LLC 10.87% Add +0.5% 76,210 $43.3M
Tenon Financial LLC 18.99% Add +4.0% 75,697 $43.0M
TD Private Client Wealth LLC 1.05% Add +0.7% 75,271 $42.8M
Kickstand Ventures, Llc. 9.93% Reduce -10.3% 74,770 $42.5M
Sellwood Investment Partners LLC 20.27% Reduce -2.4% 74,670 $42.4M
Diversify Advisory Services, LLC 1.62% Add +26.1% 71,768 $42.4M
Galilei Investment Office LLP 21.45% Reduce -3.9% 75,615 $42.2M
Franklin Resources Inc. 0.01% Add +0.6% 74,137 $42.1M
Rwa Wealth Partners, LLC 0.52% Add +3.7% 73,631 $41.8M
Hikari Tsushin, Inc. 2.95% Reduce -10.9% 73,621 $41.8M
Landmark Wealth Management, Inc. 17.82% Add +34.0% 73,234 $41.6M
Fairfax Financial Holdings 2.21% New 72,900 $41.4M
Oak Harvest Investment Services 5.18% Reduce -1.5% 72,842 $41.4M
Cibc World Market Inc. 0.09% Add +5.2% 72,279 $41.1M
Rehmann Capital Advisory Group 2.48% Add +2.6% 72,158 $41.0M
Waverly Advisors, LLC 0.45% Add +4.5% 72,041 $40.9M
Fort Point Capital Partners LLC 4.10% Add +2.8% 71,751 $40.9M
BNP Paribas Financial Markets 0.03% Reduce -6.7% 71,971 $40.9M
Citadel Advisors 0.04% Reduce -85.4% 71,731 $40.7M
NWF Advisory Services Inc. 4.86% Add +4.8% 71,657 $40.7M
Agur Provident & Training Funds Management Ltd. 15.36% No change 71,525 $40.6M
Avion Wealth 9.26% Add +15.9% 71,515 $40.6M
Innovative Wealth Building LLC 33.57% Add +5.8% 71,290 $40.5M
Howland Capital Management LLC 1.64% Add +20.4% 70,601 $40.2M
Foundations Investment Advisors, LLC 0.63% Add +34.6% 70,448 $40.0M
Avior Wealth Management, LLC 1.38% Add +2.5% 70,150 $39.8M
Bank Julius Baer & Co. Ltd, Zurich 0.12% Reduce -1.1% 69,717 $39.6M
Associated Banc-Corp 1.12% Add +3.6% 69,706 $39.6M
Sheets Smith Wealth Management 4.60% Add +3.4% 69,217 $39.3M
Parisi Gray Wealth Management 11.21% Reduce -1.1% 68,845 $39.1M
Phillips Financial Management, LLC 2.84% Add +0.9% 68,790 $39.1M
Evercore Wealth Management, LLC 0.60% Add +11.4% 68,311 $38.8M
Landmark Wealth Management, LLC 16.41% Reduce -1.8% 67,846 $38.5M
Westerkirk Capital Inc. 4.75% — 67,775 $38.5M
Precision Wealth Strategies, LLC 12.48% New 67,677 $38.4M
BCS Wealth Management 8.18% Add +17.9% 66,918 $38.0M
Principal Financial Group Inc. 0.02% Reduce -1.4% 66,804 $37.9M
Plancorp, LLC 1.30% Add +6.1% 66,235 $37.6M
SigFig Wealth Management, LLC 1.24% Add +0.4% 66,349 $37.6M
JDM Financial Group LLC 17.63% Reduce -1.2% 65,784 $37.4M
Ameritas Investment Partners, Inc. 1.18% Reduce -12.6% 65,754 $37.4M
Mather Group, Llc. 0.40% Add +3.6% 65,584 $37.3M
Eagle Wealth Strategies LLC 20.83% Add +0.4% 65,569 $37.2M
State Farm Mutual Automobile Insurance Co. 0.03% Add +271.4% 64,977 $36.9M
Legacy PCG, LLC 23.43% Add +13.1% 64,417 $36.6M
Pittenger & Anderson Inc. 1.34% Add +0.5% 64,389 $36.6M
Oxler Private Wealth LLC 11.47% Add +21.9% 64,277 $36.5M
St. Louis Trust Co 4.86% Add +8.8% 64,178 $36.5M
Mitchell McLeod Pugh & Williams Inc. 6.76% Add +2.0% 63,871 $36.3M
Fulton Bank, N.A. 1.33% Add +7.6% 63,455 $36.0M
Verum Partners LLC 8.28% Add +48.5% 63,131 $35.9M
Ethos Financial Group, LLC 3.08% Add +105.4% 62,758 $35.7M
Leavell Investment Management, Inc. 1.60% Add +5.4% 62,691 $35.7M
Oak Root LLC 4.40% Reduce -0.9% 62,595 $35.6M
Financial Management Professionals, Inc. 4.00% Add +5.4% 62,366 $35.5M
Financial Sense Advisors, Inc. 8.75% Reduce -18.7% 62,451 $35.5M
Clifford Group, LLC 29.02% Add +4.2% 62,196 $35.3M
QRG Capital Management, Inc. 0.31% Add +15.4% 61,982 $35.2M
Aufman Associates Inc 21.67% Reduce -0.8% 61,870 $35.1M
Garde Capital, Inc. 1.87% Reduce -20.0% 61,608 $35.0M
Ocean Park Asset Management, LLC 1.24% No change 67,861 $34.9M
Topsail Wealth Management, LLC 6.35% Add +7.8% 60,950 $34.7M
University of Chicago 29.53% No change 60,891 $34.7M
Jackson Wealth Management, LLC 3.77% Add +3.6% 61,006 $34.7M
Synovus Financial Corp. 0.42% Add +10.8% 60,502 $34.4M
Johnson Investment Counsel Inc. 0.31% Add +17.3% 60,495 $34.4M
Greenbush Financial Group, LLC 14.83% Add +39.5% 59,922 $34.0M
Aurelius Family Office LLC 16.01% Add +1.4% 59,630 $33.9M
Atlas Legacy Advisors, LLC 7.40% Add +4.7% 59,117 $33.6M
Venturi Wealth Management, LLC 1.66% Reduce -73.1% 59,051 $33.5M
Bear Mountain Capital, Inc. 11.98% Add +2.6% 57,981 $33.5M
Fidelis Capital Partners, LLC 3.04% Add +3.6% 57,465 $33.4M
Okabena Investment Services Inc. 7.41% Reduce -33.3% 58,771 $33.4M
BBR Partners, LLC 2.05% Add +3.1% 57,964 $32.9M
Old Mission Capital LLC 0.88% New 57,876 $32.9M
Integral Investment Advisors, Inc. 9.36% Add +2.0% 57,760 $32.8M
GenWealth Group, Inc. 6.58% Add +10.9% 57,472 $32.6M
Cynosure Group, LLC 3.69% Add +0.9% 57,392 $32.6M
Two Sigma Investments, LP 0.06% Add +181.2% 57,090 $32.4M
Boston Family Office LLC 2.15% Add +3.8% 57,065 $32.4M
Bleakley Financial Group, LLC 0.82% Add +91.2% 56,793 $32.3M
Curated Wealth Partners LLC 3.77% Add +5.9% 56,663 $32.2M
Wolverine Trading, LLC 0.82% Reduce -26.0% 56,700 $32.1M
Level Four Advisory Services, LLC 1.18% Add +15.7% 56,416 $32.0M
Trust Co of the South 5.69% Add +14.3% 56,415 $32.0M
Lake Hills Wealth Management, LLC 18.32% Add +4956.8% 56,333 $32.0M
Securian Asset Management, Inc. 0.91% Reduce -1.1% 56,238 $31.9M
Nan Shan Life Insurance Co., Ltd. 0.71% Reduce -5.7% 56,154 $31.9M
Sfm, LLC 20.46% Reduce -7.9% 56,131 $31.9M
Crestwood Advisors Group, LLC 0.57% Reduce -1.0% 55,971 $31.8M
Cordgrass Capital Advisors, LLC 8.56% Add +1.6% 55,755 $31.7M
CreativeOne Wealth, LLC 0.82% Add +25.1% 55,273 $31.4M
Royal Fund Management, LLC 3.33% Add +2.3% 54,872 $31.3M
Integrated Advisors Network LLC 1.40% Add +24.0% 54,708 $31.1M
Basso Capital Management, L.P. 23.03% Add +0.1% 54,698 $31.1M
Tompkins Financial Corp. 2.85% Add +10.8% 54,599 $31.0M
Belpointe Asset Management LLC 1.29% Add +11.5% 54,559 $31.0M
Claro Advisors Inc. 5.11% Reduce -6.8% 54,470 $30.9M
Conquis Financial LLC 29.89% Reduce -25.7% 54,047 $30.8M
R. W. Roge & Company, Inc. 17.48% Reduce -10.5% 54,176 $30.8M
Fiduciary Wealth Partners, LLC 28.82% Reduce -27.6% 53,858 $30.6M
Brooklyn FI, LLC 7.81% Add +18.9% 53,671 $30.5M
Applied Capital LLC 13.39% Add +3.2% 53,565 $30.4M
Zurich Insurance Group Ltd 0.23% Reduce -18.9% 53,151 $30.1M
IFG Advisory, LLC 1.50% Reduce -2.2% 52,691 $29.9M
Susquehanna International Group, LLP 0.05% Reduce -29.3% 52,614 $29.9M
Cullen/Frost Bankers, Inc. 0.37% Add +4.1% 52,293 $29.7M
Journey Beyond Wealth, LLC 24.80% Add +4.6% 51,773 $29.4M
Avidian Wealth Enterprises, LLC 1.20% Add +15.0% 51,763 $29.4M
First Financial Corp. 13.13% Add +7.6% 51,754 $29.4M
Advisory Services Network, LLC 0.47% Add +20.1% 50,594 $29.4M
SOA Wealth Advisors, LLC. 5.38% Add +13.6% 51,685 $29.4M
Parsons Capital Management Inc. 1.80% Reduce -1.6% 51,640 $29.3M
Aspire Capital Advisors LLC 8.07% Add +2.7% 51,451 $29.2M
Stratos Wealth Advisors, LLC 1.54% Reduce -5.5% 51,283 $29.1M
Canton Hathaway, LLC 5.94% Reduce -1.4% 51,270 $29.1M
First National Bank of Omaha 1.88% Add +12.0% 51,067 $29.0M
Soundwatch Capital LLC 4.93% Add +16553.7% 2,196,459 $29.0M
Bowman & Co S.C. 12.95% Add +3.6% 50,847 $28.9M
Fairway Wealth LLC 9.23% Add +11.4% 50,814 $28.9M
Vident Advisory, LLC 0.32% Reduce -20.3% 50,667 $28.8M
Baker Tilly Wealth Management, LLC 10.23% Add +2.5% 50,428 $28.6M
Charter Oak Capital Management, LLC 2.42% Reduce -3.9% 50,360 $28.6M
Intelligent Financial Strategies 15.13% Reduce -12.3% 50,031 $28.5M
Trust Co. of Vermont 1.34% Reduce -0.9% 50,118 $28.5M
Woodside Wealth Management LLC 24.48% Add +1.2% 50,074 $28.4M
Sandy Cove Advisors, LLC 10.20% Reduce -0.4% 49,723 $28.2M
Diana Davis Spencer Foundation 9.67% No change 49,675 $28.2M
TrueWealth Financial Partners 15.54% Add +32.5% 49,611 $28.2M
Parallel Advisors, LLC 0.56% Add +23.6% 48,911 $27.8M
EverSource Wealth Advisors, LLC 1.25% Reduce -2.8% 48,592 $27.6M
PKO Investment Management Joint-Stock Co 2.94% Add +1.5% 48,258 $27.4M
Flow Traders U.S. LLC 1.01% Add +166.2% 48,246 $27.4M
Prospera Financial Services Inc 0.51% Reduce -24.6% 47,988 $27.3M
Argent Trust Co 1.02% Add +6.2% 47,770 $27.1M
Venture Visionary Partners LLC 1.02% Reduce -1.2% 47,718 $27.1M
Thompson Siegel & Walmsley LLC 0.46% Reduce -2.0% 47,711 $27.1M
First Citizens Bank & Trust Co. 0.49% Add +0.9% 47,305 $26.9M
Fiducient Advisors LLC 3.27% Reduce -54.2% 46,845 $26.7M
Weil Company, Inc. 7.03% Add +133.8% 46,907 $26.6M
Meridian Financial Partners LLC 12.51% Reduce -10.9% 46,853 $26.6M
KilterHowling LLC 15.80% Add +2.0% 46,704 $26.5M
NewEdge Wealth, LLC 0.41% Reduce -2.9% 45,450 $26.4M
Oakworth Capital, Inc. 1.70% Add +26759.0% 46,466 $26.4M
Focus Partners Advisor Solutions, LLC 0.35% Add +40.1% 46,072 $26.2M
CWS Financial Advisors, LLC 7.57% Add +4.4% 45,801 $26.0M
Capital Management Associates, Inc 8.23% Reduce -39.3% 45,729 $26.0M
Van Eck Associates Corp. 0.03% Reduce -5.7% 45,619 $25.9M
Ade, LLC 13.77% Add +1.2% 45,570 $25.9M
Southeast Asset Advisors, LLC 3.06% Add +1.4% 45,274 $25.7M
Sharp Wealth Advisory, LLC 16.58% Add +3334.4% 45,266 $25.7M
Kathleen S. Wright Associates Inc. 10.03% Add +3.3% 45,264 $25.7M
Benchmark Wealth Management, LLC 11.40% Add +12.6% 45,171 $25.7M
Canerector Inc. 14.54% Add +0.3% 45,140 $25.6M
Unconventional Investor, LLC 14.11% Reduce -2.8% 44,930 $25.5M
Romano Brothers and Company 3.15% Add +1.0% 44,887 $25.5M
Fairscale Capital, LLC 18.50% Add +10.0% 43,787 $25.4M
Beacon Harbor Wealth Advisors, Inc. 6.34% Reduce -8.5% 44,731 $25.4M
EnRich Financial Partners LLC 7.79% Reduce -9.2% 44,670 $25.4M
Boston Trust Walden Corp 0.18% Add +15.8% 44,568 $25.3M
Promus Capital, LLC 16.43% Reduce -3.9% 44,549 $25.3M
Rareview Capital LLC 15.93% Reduce -16.7% 44,416 $25.2M
High Net Worth Advisory Group LLC 6.68% Add +2.6% 44,389 $25.2M
First Merchants Corp. 0.97% Reduce -4.2% 44,252 $25.1M
Matrix Trust Co 3.97% Add +1.6% 43,862 $24.9M
Strategent Financial, LLC 19.43% Add +5.7% 43,844 $24.9M
Elevatus Welath Management 8.28% Add +912.6% 43,712 $24.8M
Omega Advisors (Leon Cooperman) 0.87% No change 43,593 $24.8M
Whittier Trust Co. of Nevada Inc. 0.56% Reduce -0.9% 43,577 $24.8M
Members Advisory Group LLC 9.28% Add +3.9% 43,412 $24.7M
UNIVEST FINANCIAL Corp 1.48% Reduce -0.7% 43,432 $24.7M
Williams Jones Wealth Management, LLC. 0.29% Add +0.9% 43,351 $24.6M
First Bank & Trust 4.39% Add +5.4% 43,329 $24.6M
Wealth Group Ltd 6.25% Reduce -9.3% 43,234 $24.6M
Baltimore-Washington Financial Advisors, Inc. 1.14% Reduce -1.3% 43,158 $24.5M
O'Connor Financial Group LLC 10.77% Add +11.3% 42,453 $24.4M
Sequoia Financial Advisors, LLC 0.17% Reduce -2.4% 42,753 $24.3M
Sensible Financial Planning & Management, LLC. 4.61% Add +6.6% 42,741 $24.3M
VestGen Advisors, LLC 0.97% Reduce -4.8% 42,687 $24.3M
Systelligence, LLC 4.48% New 42,602 $24.2M
Tudor Investment Corporation 0.18% Add +653.0% 42,357 $24.1M
Secure Asset Management, LLC 4.45% Add +16.0% 42,185 $24.0M
North Star Investment Management Corp. 1.67% Add +2.5% 42,178 $24.0M
Freedom Financial Partners LLC 10.07% Add +3.1% 42,066 $23.9M
Retirement Wealth Solutions LLC 17.44% Reduce -1.1% 42,050 $23.9M
First National Bank Sioux Falls 8.75% Reduce -10.1% 41,969 $23.8M
IFP Advisors, Inc 0.68% Reduce -2.2% 41,889 $23.8M
Nicolet Bankshares Inc. 4.09% Add +87.2% 41,710 $23.7M
TD Waterhouse Canada Inc. 0.17% Reduce -35.1% 41,644 $23.6M
Bryant Woods Investment Advisors, LLC 10.19% Add +2.5% 41,573 $23.6M
Tower Research Capital LLC (TRC) 0.64% Add +17.1% 41,477 $23.6M
Stuart Investment Advisors, Inc. 12.06% Reduce -1.0% 41,474 $23.6M
Clark Financial Services Group Inc. 14.48% Reduce -6.3% 41,469 $23.6M
Marshall Financial Group Inc. 7.04% Reduce -7.5% 41,387 $23.5M
Exencial Wealth Advisors, LLC 0.83% Add +2.9% 41,299 $23.5M
Manchester Capital Management LLC 3.07% Reduce -6.6% 41,101 $23.3M
Park Avenue Securities LLC 0.21% Add +26.1% 40,945 $23.3M
Tritonpoint Wealth, LLC 2.14% Reduce -0.7% 40,675 $23.2M
Naples Global Advisors, LLC 1.99% Add +1.8% 40,535 $23.1M
CM Wealth Advisors LLC 6.79% Reduce -5.3% 40,521 $23.1M
Three Bridge Wealth Advisors, LLC 6.08% Reduce -1.1% 40,481 $23.1M
Maseco LLP 0.88% — 40,567 $23.0M
Family Office Research LLC 10.83% Add +1.6% 40,334 $22.9M
Synergy Investment Management, LLC 13.81% Add +7.5% 40,328 $22.9M
Asset Allocation & Management Company, LLC 10.63% Add +5.1% 40,080 $22.8M
Arkadios Wealth Advisors 0.68% Add +11.6% 39,968 $22.7M
Core Wealth Advisors, Inc. 6.51% Reduce -0.6% 39,868 $22.6M
Eq LLC 8.76% Reduce -3.1% 39,747 $22.6M
Rational Advisors, Inc. 2.33% Reduce -3.3% 39,499 $22.4M
Verdence Capital Advisors LLC 1.53% Reduce -0.1% 39,494 $22.4M
Conning Inc. 0.81% No change 39,435 $22.4M
RFG Advisory, LLC 0.53% Reduce -3.9% 39,431 $22.4M
InvesTrust 8.60% New 39,239 $22.3M
Joel Isaacson & Co., LLC 0.90% Add +6.8% 39,118 $22.2M
GTS Securities LLC 0.99% Reduce -46.4% 39,097 $22.2M
T. Rowe Price Associates Inc. 0.00% Add +13.3% 39,030 $22.2M
Evanson Asset Management, LLC 1.38% Reduce -4.7% 38,968 $22.1M
Montag A & Associates Inc. 1.08% Add +3.0% 38,830 $22.1M
Park Presidio Capital LLC 2.35% Add +2.0% 38,938 $22.1M
Signal Tree Financial Partners LLC 19.02% Add +12.6% 38,906 $22.1M
Rialto Wealth Management, LLC 6.16% Reduce -0.3% 38,823 $22.1M
CVA Family Office, LLC 3.09% Reduce -4.3% 38,769 $22.0M
MKT Advisors LLC 8.69% Reduce -0.3% 38,649 $21.9M
Alexander Labrunerie & Co., Inc. 9.09% Add +64.3% 38,614 $21.9M
Sound View Wealth Advisors Group, LLC 1.62% Reduce -0.7% 38,596 $21.9M
waypoint wealth counsel 10.86% Add +4.9% 38,563 $21.9M
First Command Advisory Services, Inc. 0.19% Reduce -3.5% 38,443 $21.8M
Mandatum Life Insurance Co Ltd 5.72% Add +23.3% 38,287 $21.7M
Brighton Jones LLC 0.58% Add +4.9% 37,963 $21.6M
Wheelhouse Advisory Group LLC 10.62% Add +5.3% 37,938 $21.6M
Cornerstone Wealth Group, LLC 1.61% Add +1.3% 37,725 $21.4M
Kingswood Wealth Advisors, LLC 1.69% Reduce -4.9% 37,709 $21.4M
Stonegate Investment Group, LLC 0.54% Add +0.8% 37,631 $21.4M
First National Trust Co 0.80% Reduce -0.9% 37,468 $21.3M
Waldron Private Wealth LLC 0.93% Reduce -9.5% 37,334 $21.3M
Balentine LLC 0.82% Add +38.7% 37,269 $21.2M
Transce3nd, LLC 8.94% Add +2073.7% 37,257 $21.2M
Riverpoint Wealth Management Holdings, LLC 4.97% Reduce -0.2% 37,230 $21.1M
Operose Advisors LLC 5.95% Add +250.9% 37,159 $21.1M
Lakeshore Financial Planning, Inc. 8.46% Add +0.7% 37,073 $21.1M
Farmers & Merchants Investments Inc. 0.61% Add +9.1% 37,013 $21.0M
Graypoint LLC 1.18% Add +21.6% 36,986 $21.0M
Heritage Wealth Advisors 0.99% Reduce -0.2% 36,657 $20.8M
Great Valley Advisor Group, Inc. 0.46% Add +1.4% 36,619 $20.8M
TruWealth Advisors, LLC 1.14% Add +3.2% 36,407 $20.7M
Diversify Wealth Management, LLC 1.27% Add +3.5% 34,877 $20.6M
SVB Wealth LLC 1.10% New 36,247 $20.6M
Kovack Advisors, Inc. 2.01% Add +6.5% 36,135 $20.5M
Spectrum Investment Advisors, Inc. 11.90% Add +2.8% 36,120 $20.5M
Toronto Dominion Bank 0.04% Add +14.2% 36,060 $20.5M
Guardian Financial Partners, LLC 9.18% Reduce -1.0% 35,986 $20.4M
1834 Investment Advisors Co. 2.58% Reduce -2.6% 35,914 $20.4M
Alamar Capital Management, LLC 11.05% Add +20.2% 35,782 $20.4M
Apexium Financial, LP 1.08% Reduce -8.2% 35,771 $20.3M
Cascades Capital Asset Management, LLC 10.59% Reduce -13.4% 35,685 $20.3M
Apella Capital, LLC 0.55% Add +33.5% 35,379 $20.2M
Caliber Wealth Management, LLC / KS 2.16% Add +15.4% 35,434 $20.1M
WNY Asset Management, LLC 2.21% Add +21.2% 35,346 $20.1M
Barings LLC 0.48% Reduce -11.1% 35,299 $20.1M
Pinnacle Bancorp, Inc. 6.18% Reduce -0.1% 35,248 $20.0M
Burney Co./ 0.68% Reduce -0.1% 35,216 $20.0M
Spire Wealth Management 0.72% Reduce -31.9% 35,206 $20.0M
Evergreen Capital Management LLC 0.60% Add +16.8% 35,038 $20.0M
Highline Wealth Partners LLC 5.91% Add +1.7% 35,121 $19.9M
Legacy Financial Group LLC 2.77% Reduce -44.1% 34,965 $19.9M
TFB Advisors LLC 5.20% Add +2.3% 34,930 $19.8M
Centric Wealth Management 4.72% New 33,760 $19.8M
Harbor Advisory Corp. 6.29% Reduce -0.8% 34,775 $19.8M
Cary Street Partners Financial LLC 0.55% Reduce -3.5% 34,760 $19.7M
Keystone Financial Group 1.78% Add +4.8% 34,395 $19.6M
Fort Vancouver Investment Management, LLC 13.41% Reduce -1.1% 34,526 $19.6M
Ashton Thomas Securities, LLC 4.72% Reduce -4.6% 34,360 $19.5M
Northstar Group, Inc. 3.15% Reduce -0.4% 34,282 $19.5M
Carnegie Investment Counsel 0.39% Add +1.0% 34,088 $19.4M
Valtrion Capital Management, LLC 23.23% Add +8.3% 34,082 $19.4M
American Century Companies Inc. 0.01% Reduce -21.4% 33,700 $19.1M
Capital Investment Advisors, LLC 0.34% Add +9.8% 33,630 $19.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.63% Add +44.4% 33,581 $19.1M
Braun Stacey Associates Inc. 0.69% Add +0.8% 33,455 $19.0M
Ogorek Anthony Joseph /NY/ 5.84% Reduce -13.9% 33,254 $18.9M
Joel Adams & Associates, Inc. 16.71% Reduce -6.4% 33,232 $18.9M
Y.D. More Investments Ltd 1.30% Add +0.5% 33,106 $18.8M
Quotient Wealth Partners, LLC 0.55% Reduce -3.6% 32,961 $18.7M
Base Wealth Management LLC 11.98% Reduce -15.6% 32,903 $18.7M
Brave Asset Management Inc. 5.07% Reduce -0.2% 33,080 $18.6M
Lanham O'Dell & Company, Inc. 7.85% Add +4.2% 32,726 $18.6M
Smith Shellnut Wilson LLC 8.06% Add +2.6% 32,701 $18.6M
Virtue Capital Management, LLC 3.39% Reduce -3.0% 32,468 $18.4M
Roth Financial Partners LLC 6.65% Add +16.5% 32,467 $18.4M
Kohmann Bosshard Financial Services, LLC 2.05% Add +0.4% 32,314 $18.4M
Plan Group Financial, LLC 6.03% Reduce -17.7% 32,284 $18.3M
Beaumont Financial Advisors, LLC 1.32% Reduce -15.6% 32,210 $18.3M
Elios Financial Group Inc. 8.26% Reduce -5.4% 32,045 $18.2M
Tribridge Partners Financial LLC 10.63% — 31,893 $18.1M
Ballentine Capital Advisors, Inc 8.55% Reduce -2.2% 31,763 $18.0M
Wesbanco Bank Inc. 0.54% Add +6.1% 31,694 $18.0M
Blue Square Asset Management, LLC 8.42% Reduce -5.3% 31,643 $18.0M
Dodds Wealth, LLC 4.80% Add +0.4% 31,485 $17.9M
Madden Advisory Services, Inc. 7.62% Add +2.2% 31,471 $17.9M
Mgo One Seven LLC 0.58% Add +8.9% 31,427 $17.9M
Abacus Planning Group, Inc. 2.65% Reduce -1.0% 31,400 $17.8M
Tsfg, LLC 3.22% Reduce -14.4% 31,353 $17.8M
Blackston Financial Advisory Group, LLC 11.05% Reduce -4.0% 31,087 $17.7M
AssuredPartners Investment Advisors, LLC 4.32% Add +3627.2% 31,085 $17.7M
FourThought Financial Partners, LLC 1.74% Add +8.7% 31,079 $17.7M
Red Door Wealth Management, LLC 2.11% Add +104.4% 31,037 $17.6M
Gibson Wealth Advisors LLC 13.08% Add +12.0% 30,964 $17.6M
Arete Wealth Advisors, LLC 1.24% Reduce -9.6% 30,843 $17.5M
SageView Advisory Group, LLC 0.66% Add +2.2% 29,856 $17.5M
Florida Financial Advisors, LLC 4.24% Add +6.2% 30,756 $17.5M
FWG Investments, LLC. 13.26% Reduce -1.2% 30,701 $17.4M
Envision Financial LLC 11.56% Add +3.0% 30,513 $17.3M
Main Street Financial Solutions, LLC 1.26% Add +33.2% 30,492 $17.3M
Payden & Rygel 1.43% Add +1.0% 30,459 $17.3M
Victory Financial Group, LLC 2.73% Reduce -17.3% 30,260 $17.2M
Running Point Capital Advisors, LLC 4.73% Add +25.2% 30,201 $17.2M
Axxcess Wealth Management, LLC 0.41% Add +34.9% 30,117 $17.1M
Smith Anglin Financial, LLC 1.54% Reduce -7.4% 29,929 $17.0M
Peak Financial Management, Inc. 4.83% Reduce -1.4% 29,886 $17.0M
Gutierrez Wealth Advisory, LLC 11.38% Reduce -1.9% 29,878 $17.0M
Ascent Group, LLC 0.66% Reduce -2.2% 29,790 $16.9M
Meridian Wealth Management, LLC 0.72% Add +4.6% 29,710 $16.9M
Thoroughbred Financial Services, LLC 1.18% Reduce -4.5% 29,615 $16.8M
Atlatl Advisers LLC 7.95% Add +16.0% 29,612 $16.8M
Capital City Trust Co. 4.35% Reduce -1.1% 29,547 $16.8M
Lodestar Private Asset Management LLC 1.93% Reduce -1.6% 29,531 $16.8M
Davidson Kahn Capital Management, LLC 10.75% Add +10.9% 29,479 $16.8M
Ironsides Asset Advisors, LLC 4.85% No change 29,436 $16.7M
Bridges Investment Management Inc. 0.23% Reduce -0.6% 29,366 $16.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.08% Add +562.8% 29,018 $16.5M
Avory & Company, LLC 9.98% No change 28,810 $16.4M
Caerus Investment Advisors, LLC 15.57% Add +0.1% 28,750 $16.3M
Vicus Capital 1.35% Reduce -10.3% 28,579 $16.2M
Battery Global Advisors, LLC 8.00% No change 28,486 $16.2M
Dorsey & Whitney Trust CO LLC 0.86% Reduce -0.2% 28,444 $16.2M
Security Financial Services, INC. 2.85% Add +4.5% 28,428 $16.1M
Silvercrest Asset Management Group LLC 0.11% Add +10.8% 28,421 $16.1M
Curbstone Financial Management Corp 3.31% No change 28,420 $16.1M
Baker Ellis Asset Management LLC 2.21% Reduce -4.6% 28,402 $16.1M
Saiph Capital, LLC 6.28% Add +136.0% 28,400 $16.1M
Helium Advisors LLC 10.19% Reduce -2.9% 28,376 $16.1M
Brown Brothers Harriman & Co. 0.10% Add +3.6% 28,271 $16.1M
Abound Wealth Management 4.51% Add +6.4% 28,131 $16.0M
CSS LLC 2.96% Reduce -58.0% 27,990 $15.9M
Evolution Wealth Advisors, LLC 2.33% Add +44.6% 27,975 $15.9M
Centricity Wealth Management, LLC 12.67% Reduce -0.9% 27,914 $15.9M
Haverford Trust Co 0.15% Reduce -5.3% 27,906 $15.9M
Zuckerman Investment Group, LLC 1.54% Add +9.3% 27,821 $15.8M
WorthPointe, LLC 6.61% Add +11.2% 27,642 $15.7M
Lowery Thomas, LLC 10.03% Reduce -5.7% 27,579 $15.7M
Arista Wealth Management, LLC 2.17% Add +0.4% 27,568 $15.7M
Glenview Trust Co 0.27% Reduce -3.4% 27,548 $15.6M
Delta Wealth Advisors LLC 13.10% Reduce -12.6% 27,539 $15.6M
Americana Partners, LLC 0.54% Add +4.6% 27,497 $15.6M
Parkside Financial Bank & Trust 1.68% Add +20.1% 27,493 $15.6M
Independent Financial Group, LLC 0.43% Add +9.7% 27,415 $15.6M
Journey Strategic Wealth LLC 0.51% Add +100.1% 27,411 $15.6M
Modera Wealth Management, LLC 0.19% Reduce -0.4% 27,333 $15.5M
Parkside Advisors LLC 3.37% Add +7.3% 26,919 $15.3M
Berger Financial Group, Inc 0.99% Add +3.9% 26,887 $15.3M
CORDA Investment Management, LLC. 1.12% Add +4.5% 26,864 $15.3M
FSB Premier Wealth Management, Inc. 5.44% Reduce -2.7% 26,839 $15.2M
Investment Counsel Co. of Nevada 31.16% No change 26,794 $15.2M
Certus Wealth Management, LLC 9.79% Reduce -30.6% 26,762 $15.2M
Community Bank, N.A. 2.00% Add +20.6% 26,751 $15.2M
Climber Capital SA 9.68% Reduce -0.1% 27,225 $15.1M
SOL Capital Management CO 1.46% Add +8.6% 26,561 $15.1M
Stelac Advisory Services LLC 5.73% Add +16.2% 26,497 $15.1M
Visionary Wealth Advisors 0.77% Add +11.1% 26,410 $15.0M
Trek Financial, LLC 1.00% Reduce -52.2% 26,373 $15.0M
Walkner Condon Financial Advisors LLC 2.74% Reduce -7.7% 26,184 $14.9M
Moisand Fitzgerald Tamayo, LLC 1.88% Reduce -4.1% 26,130 $14.8M
LBMC Investment Advisors, LLC 1.05% Reduce -0.3% 25,810 $14.7M
Per Stirling Capital Management, LLC. 1.90% Add +233.3% 25,576 $14.5M
Motley Fool Wealth Management, LLC 0.88% Reduce -14.8% 25,563 $14.5M
Retirement Capital Strategies 5.74% Reduce -66.0% 25,503 $14.5M
Disciplina Capital Management LLC 1.82% Add +42.4% 25,369 $14.4M
Fort Sheridan Advisors LLC 2.05% Add +19.6% 25,320 $14.4M
FineMark National Bank & Trust 0.49% Reduce -22.3% 25,257 $14.3M
Pachira Investments Inc. 10.83% Reduce -3.2% 25,227 $14.3M
Nicolet Advisory Services, LLC 1.22% Reduce -0.2% 25,040 $14.3M
Smartleaf Asset Management LLC 1.26% Add +43.2% 25,233 $14.3M
Waterloo Capital, L.P. 1.15% Add +4.5% 25,147 $14.3M
Wetzel Investment Advisors, Inc. 6.53% Add +1.3% 24,974 $14.2M
Everett Harris & Co. 0.18% Add +0.6% 25,029 $14.2M
Triad Wealth Partners, LLC 2.87% Reduce -23.6% 25,014 $14.2M
Western Wealth Management, LLC 0.84% Add +0.4% 24,981 $14.2M
Charis Legacy Partners, LLC 23.34% Add +3.5% 24,947 $14.2M
Nottingham Advisors, Inc. 2.10% Add +22.2% 24,874 $14.1M
Flagship Harbor Advisors, LLC 0.67% Add +8.0% 24,835 $14.1M
DeDora Capital, Inc. 3.68% Reduce -2.1% 24,814 $14.1M
Twin Focus Capital Partners, LLC 1.97% Reduce -25.8% 24,796 $14.1M
Vested Financial Planning, LLC 12.52% Add +11.8% 24,773 $14.1M
Freestate Advisors LLC 12.52% Add +21.1% 24,681 $14.0M
Flower City Capital 8.25% Add +14.0% 24,555 $14.0M
Cozad Asset Management Inc. 1.22% Add +8.1% 24,616 $14.0M
Global Endowment Management, LP 1.86% Reduce -0.7% 24,605 $14.0M
Sachem Hill LLC 2.84% Reduce -4.8% 24,550 $13.9M
Benjamin Edwards Inc. 0.18% Add +54.5% 24,502 $13.9M
Traphagen Investment Advisors LLC 1.32% Add +1.2% 24,493 $13.9M
Westmount Partners, LLC 3.82% Reduce -21.1% 24,486 $13.9M
Matrix Asset Advisors Inc. 1.40% Add +9.3% 24,444 $13.9M
IHT Wealth Management, LLC 0.38% Reduce -2.4% 24,412 $13.9M
Bishop & Co Investment Management, LLC 4.98% Add +24.5% 24,405 $13.9M
Ofc Financial Planning, LLC 14.71% Add +3.2% 24,395 $13.9M
First American Bank 0.95% Reduce -4.5% 24,388 $13.9M
Hilltop National Bank 3.61% — 24,335 $13.8M
Prosperity Wealth Management, Inc. 5.09% Reduce -5.9% 24,178 $13.7M
Ameritas Advisory Services, LLC 0.72% Reduce -33.3% 24,157 $13.7M
Rossmore Private Capital 1.60% Add +9.6% 24,119 $13.7M
Menora Mivtachim Holdings LTD. 0.08% Add +166.9% 23,987 $13.6M
Bangor Savings Bank 1.21% Reduce -6.0% 23,861 $13.6M
N.E.W. Advisory Services LLC 1.31% Reduce -2.7% 23,822 $13.5M
Washington Trust Advisors, Inc. 1.10% Add +1.8% 23,797 $13.5M
Ingalls & Snyder LLC 0.48% Add +5.9% 23,771 $13.5M
SG Americas Securities, LLC 0.06% Reduce -96.1% 23,655 $13.4M
Traction Financial Partners, LLC 9.04% Reduce -4.4% 23,463 $13.3M
Nicholson Wealth Management Group, LLC 8.21% Reduce -10.0% 23,461 $13.3M
TD Capital Management LLC 1.25% Add +21.5% 23,371 $13.3M
Mariner Investment Group LLC 4.84% New 23,310 $13.2M
McClarren Financial Advisors, Inc. 8.59% Reduce -24.0% 23,247 $13.2M
U.S. Capital Wealth Advisors, LLC 0.38% Reduce -7.2% 23,098 $13.1M
Cobblestone Capital Advisors LLC 0.67% Add +22.5% 23,094 $13.1M
ArchPoint Investors 3.85% No change 23,007 $13.1M
Sapient Capital LLC 0.23% Reduce -2.8% 22,923 $13.1M
Resonant Capital Advisors, LLC 0.83% Add +5.5% 22,844 $13.0M
Invenio Wealth Partners LLC 5.16% New 22,849 $13.0M
Patriot Financial Group Insurance Agency, LLC 1.49% Add +9.3% 22,847 $13.0M
Laurel Wealth Planning LLC 7.37% Add +1.9% 22,833 $13.0M
Connecticut Wealth Management, LLC 0.62% Add +13.0% 22,812 $13.0M
Fifth Third Wealth Advisors LLC 0.54% Add +180.1% 22,780 $12.9M
Prospera Capital Management, LLC 7.16% Add +9.7% 22,710 $12.9M
Aspire Growth Partners LLC 10.58% Add +3.8% 22,733 $12.9M
Baron Silver Stevens Financial Advisors, LLC 2.06% Reduce -0.5% 22,623 $12.9M
Facet Wealth, Inc. 0.29% Add +10.5% 21,766 $12.6M
GAM Holding AG 0.89% No change 22,250 $12.6M
Good Life Advisors, LLC 0.79% Reduce -2.4% 22,157 $12.6M
Snowden Capital Advisors LLC 0.37% Reduce -2.1% 22,004 $12.5M
MMBG Investment Advisors Co. 1.25% Add +13.2% 21,989 $12.5M
Sowell Financial Services LLC 0.51% Add +6.4% 22,044 $12.5M
Busey Bank 0.38% Reduce -65.9% 21,953 $12.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +7.4% 21,944 $12.5M
Van Strum & Towne Inc. 3.93% Reduce -1.6% 21,921 $12.5M
Peachtree Investment Partners, LLC 4.74% Reduce -9.3% 21,861 $12.4M
First Heartland Consultants, Inc. 1.10% Add +136.3% 21,855 $12.4M
Dynamic Advisor Solutions LLC 0.38% Reduce -17.2% 21,854 $12.4M
AdvisorNet Financial, Inc 0.80% Add +2.7% 21,784 $12.4M
Wealthspire Retirement, LLC 0.82% Add +6.1% 21,780 $12.4M
Philadelphia Trust Co. 0.95% Reduce -25.6% 21,773 $12.4M
Aspen Grove Capital, LLC 2.09% Add +30.3% 21,604 $12.3M
Nuveen, LLC 0.00% Add +14.7% 21,665 $12.3M
Fiduciary Advisors, Inc. 10.82% Add +8.8% 21,635 $12.3M
Roehl & Yi Investment Advisors, LLC 6.29% Add +15.6% 146,393 $12.3M
Seeds Investor LLC 2.88% Add +23.1% 21,589 $12.3M
Coyle Financial Counsel LLC 3.28% Reduce -0.6% 21,546 $12.2M
Insigneo Advisory Services, LLC 1.05% Add +8.8% 21,523 $12.2M
Mendel Capital Management LLC 6.89% Add +0.6% 21,262 $12.1M
Cypress Point Wealth Management, LLC 2.94% Add +64.9% 21,228 $12.1M
Piedmont Capital Management, LLC 6.93% New 21,103 $12.0M
Stonehage Fleming Financial Services Holdings Ltd 0.35% Add +12.9% 21,060 $12.0M
Fortitude Family Office, LLC 3.96% Add +397.9% 21,044 $12.0M
KPP Advisory Services LLC 1.97% Add +25.2% 21,032 $11.9M
BridgePort Financial Solutions, LLC 3.96% Add +30.6% 20,988 $11.9M
Eagle Strategies LLC 1.82% Add +1.1% 20,979 $11.9M
YANKCOM Partnership 5.80% Add +3.3% 20,876 $11.9M
Uptick Partners, LLC 3.39% Add +36.4% 20,872 $11.9M
Activest Wealth Management 2.85% Add +46.5% 20,792 $11.8M
International Assets Investment Management, LLC 0.95% Add +14.2% 20,748 $11.8M
Central Valley Advisors, LLC 4.01% Add +74.1% 20,733 $11.8M
Schneider Downs Wealth Management Advisors, LP 1.76% Add +4.5% 20,702 $11.8M
Golden Road Advisors LLC 7.80% Add +6.9% 20,646 $11.7M
Sivia Capital Partners, LLC 3.99% Reduce -0.3% 20,641 $11.7M
Ridgecrest Wealth Partners, LLC 6.19% Add +19.7% 20,640 $11.7M
Harbor Investment Advisory, LLC 1.04% Add +5.0% 20,596 $11.7M
Centaurus Financial, Inc. 0.68% Add +5.8% 20,547 $11.7M
Bryn Mawr Trust Advisors, LLC 0.64% Reduce -24.1% 20,537 $11.7M
Trinity Financial Advisors LLC 3.56% Reduce -1.0% 20,405 $11.6M
Intellus Advisors LLC 1.73% Add +5.8% 20,451 $11.6M
Bison Wealth, LLC 0.92% Reduce -0.1% 20,157 $11.6M
Enclave Advisors LLC 1.86% Add +4.3% 20,323 $11.5M
Adams Wealth Management 2.20% Add +1.3% 20,306 $11.5M
CacheTech Inc. 2.12% Add +1.3% 20,306 $11.5M
Sunbeam Capital Management, LLC 8.73% Add +14.0% 20,225 $11.5M
Laird Norton Wetherby Wealth Management, LLC 0.51% — 20,227 $11.5M
Future Financial Wealth Managment LLC 7.82% Reduce -1.4% 20,208 $11.5M
LS Investment Advisors, LLC 1.68% Reduce -3.4% 20,188 $11.5M
Eight 31 Financial, LLC 7.56% Reduce -2.5% 20,137 $11.4M
Financial Engines Advisors L.L.C. 0.02% Reduce -27.7% 19,805 $11.2M
Viewpoint Capital Management LLC 5.46% Add +0.9% 19,585 $11.1M
BTC Capital Management, Inc. 0.91% Add +0.3% 19,570 $11.1M
CSM Advisors, LLC 0.32% Add +1.6% 19,564 $11.1M
First United Bank & Trust 3.87% Add +10.0% 19,556 $11.1M
Prosperitas Financial LLC 5.21% Add +0.5% 19,533 $11.1M
Bradley Foster & Sargent Inc. 0.17% Add +19.1% 19,516 $11.1M
Verus Wealth Management, LLC 11.13% Add +0.5% 19,477 $11.1M
Principal Securities, Inc. 0.21% Add +27.5% 19,463 $11.1M
Sendero Wealth Management, LLC 1.38% Reduce -24.1% 19,450 $11.0M
AlphaStar Capital Management, LLC 0.78% New 19,430 $11.0M
Beacon Bridge Wealth Partners, LLC 4.38% Reduce -1.6% 19,408 $11.0M
Landaas & Co. /Wi 2.62% Add +11.8% 19,297 $11.0M
Mittelman Wealth Management 9.25% Reduce -18.4% 19,288 $11.0M
Family CFO Inc 5.48% Add +0.7% 19,255 $10.9M
Hikari Power Ltd 0.91% No change 19,200 $10.9M
EdgeRock Capital LLC 3.43% New 19,085 $10.8M
Certified Advisory Corp 1.12% Add +7.8% 18,992 $10.8M
SouthState Bank Corp 0.47% Reduce -13.3% 18,982 $10.8M
Independent Family Office, LLC 4.99% Add +28.2% 18,517 $10.8M
GM Advisory Group, LLC 0.53% Add +1.9% 18,965 $10.8M
Eclectic Associates Inc. 2.34% Add +627.8% 18,953 $10.8M
Bridgewater Advisors Inc. 0.82% Add +0.6% 18,379 $10.7M
Cannell & Spears LLC 0.22% Reduce -5.8% 18,885 $10.7M
BancFirst Trust & Investment Management 4.98% Reduce -1.2% 18,898 $10.7M
B. Riley Wealth Advisors, Inc. 0.52% Reduce -24.1% 18,859 $10.7M
Legacy Private Trust Co. 0.69% Reduce -8.7% 18,683 $10.6M
Pullen Investment Management, LLC 6.39% Reduce -1.4% 18,663 $10.6M
Hickory Asset Management, Inc. 8.75% Reduce -1.0% 18,625 $10.6M
New England Private Wealth Advisors LLC 1.54% Add +0.1% 18,099 $10.6M
Sentry Investment Management LLC 5.80% Reduce -3.0% 18,451 $10.5M
Autumn Glory Partners, LLC 4.89% Reduce -2.3% 18,406 $10.5M
Ategra Capital Management, LLC 8.23% Reduce -17.1% 18,224 $10.4M
First Horizon Advisors, Inc. 0.27% Reduce -2.0% 18,167 $10.3M
McCollum Christoferson Group LLC 3.07% Add +3.6% 18,161 $10.3M
Websterrogers Financial Advisors, LLC 3.28% Add +2.8% 18,138 $10.3M
Integrity Alliance, Llc. 0.56% Reduce -14.7% 18,013 $10.2M
Rockwood Wealth Management, LLC 0.90% Reduce -21.9% 17,997 $10.2M
Discipline Wealth Solutions, LLC 3.91% Add +11.3% 17,978 $10.2M
Continuum Advisory, LLC 1.23% Add +35.2% 17,920 $10.2M
Pine Valley Investments Ltd Liability Co 0.60% Add +5.2% 17,898 $10.2M
Smith, Moore & Co. 0.85% Add +0.8% 17,900 $10.2M
Dakota Wealth Management 0.21% Reduce -1.2% 17,809 $10.1M
Traveka Wealth, LLC 5.34% Add +0.9% 17,731 $10.1M
McMorgan & Co. LLC 1.48% Reduce -4.9% 17,696 $10.1M
SP Asset Management LLC 0.83% Add +32.7% 17,677 $10.0M
Arax Advisory Partners 0.46% Add +23.9% 15,254 $10.0M
Breakwater Capital Group 1.62% Reduce -2.3% 17,546 $10.0M
Omnia Family Wealth, LLC 3.60% Add +76.6% 17,461 $9.9M
Avity Investment Management Inc. 0.74% Add +3.3% 17,489 $9.9M
MetLife Investment Management, LLC 0.06% Reduce -9.9% 17,467 $9.9M
Chris Bulman Inc 5.65% Add +90.0% 17,463 $9.9M
Vise Technologies, Inc. 0.41% — 17,458 $9.9M
Whitaker-Myers Wealth Managers, LTD. 2.49% Add +8.8% 17,431 $9.9M
Stephen J. Garry & Associates, LLC 8.55% Add +2.2% 17,417 $9.9M
Magnus Financial Group LLC 0.87% Add +14.2% 17,414 $9.9M
Five Pine Wealth Management 7.32% Add +1.6% 17,418 $9.9M
Omnitrust Wealth Management, Inc 11.62% — 14,356 $9.9M
KWB Wealth 1.20% Add +0.1% 19,166 $9.8M
Private Trust Co. NA 0.94% Add +2.5% 17,318 $9.8M
Patten & Patten Inc. 0.64% Add +0.1% 17,287 $9.8M
Mission Wealth Management, LP 0.21% Add +2.9% 17,227 $9.8M
Flputnam Investment Management Co. 0.17% Reduce -1.5% 17,221 $9.8M
Relyea Zuckerberg Hanson LLC 1.15% Add +21.7% 17,211 $9.8M
Stock Yards Bank & Trust Co. 0.33% Reduce -2.0% 17,198 $9.8M
Csenge Advisory Group 0.51% Reduce -9.3% 17,997 $9.8M
Serenus Wealth Advisors, LLC 1.66% Add +1.8% 19,005 $9.7M
Factor Wealth Management LTD 2.67% Add +6.7% 17,139 $9.7M
Pinnacle Associates Ltd. 0.14% Reduce -2.4% 17,128 $9.7M
White Lighthouse Investment Management Inc. 1.58% Add +2.4% 17,115 $9.7M
HUB Investment Partners, LLC 0.34% Add +6.7% 17,079 $9.7M
Sunburst Financial Group, LLC 2.17% Reduce -0.1% 17,065 $9.7M
Ayalon Insurance Comp Ltd. 2.79% Add +9.9% 17,035 $9.7M
GC Wealth Management RIA, LLC 0.79% Add +9.6% 17,032 $9.7M
Rothschild Investment LLC 0.60% Add +8.2% 16,924 $9.6M
Fonville Wealth Management LLC 2.43% Add +2.8% 16,879 $9.6M
Jordan Park Group LLC 0.62% Reduce -7.2% 16,857 $9.6M
Marble Harbor Investment Counsel, LLC 1.04% No change 16,846 $9.6M
Amundi 0.00% Reduce -50.1% 16,731 $9.5M
Balance Wealth Partners LLC 5.58% Add +9.0% 16,782 $9.5M
Clifford Swan Investment Counsel LLC 0.34% Reduce -6.2% 16,717 $9.5M
Navis Wealth Advisors, LLC 7.97% No change 16,650 $9.5M
Founders Financial Securities LLC 0.72% Add +45.6% 16,630 $9.4M
CPR Investments Inc. 7.26% Add +82.2% 16,461 $9.4M
Sumitomo Mitsui Financial Group, Inc. 0.15% Reduce -4.0% 16,445 $9.3M
Semmax Financial Advisors Inc. 2.40% Add +1.0% 15,873 $9.3M
Continuum Wealth Advisors, LLC 4.45% Add +131.1% 16,322 $9.3M
Greenline Partners, LLC 1.25% Add +492.7% 16,300 $9.3M
Founders Grove Wealth Partners, LLC 2.32% Add +36.3% 16,299 $9.3M
NORTHSTAR ASSET MANAGEMENT Co 2.13% Add +2.9% 16,287 $9.3M
Kitching Partners, LLC 9.39% Add +13.2% 16,225 $9.2M
Asset Planning Corporation 4.89% Add +6.0% 16,184 $9.2M
DMKC Advisory Services, LLC 4.81% Add +21.8% 15,914 $9.2M
Regal Investment Advisors LLC 0.69% Add +5.1% 16,156 $9.2M
Wellspring Financial Advisors, LLC 0.82% Reduce -1.0% 296,742 $9.2M
Canvas Wealth Advisors, LLC 1.81% Reduce -1.7% 15,667 $9.2M
Staley Capital Advisers Inc. 0.39% Add +24.5% 16,144 $9.2M
YHB Investment Advisors, Inc. 0.71% Add +0.9% 16,128 $9.2M
Thrive Wealth Management, LLC 1.48% Reduce -0.1% 16,108 $9.1M
Atlanta Consulting Group Advisors, LLC 2.50% Add +0.9% 16,052 $9.1M
Certuity, LLC 0.86% Add +50.7% 16,063 $9.1M
HighMark Wealth Management LLC 4.46% Add +2462.4% 16,066 $9.1M
NavPoint Financial, Inc. 5.50% Reduce -1.9% 16,031 $9.1M
Lanark Financial, Inc. 0.75% Add +82.0% 15,985 $9.1M
Trilogy Capital Inc. 0.44% Add +4.0% 15,960 $9.1M
Lazard Asset Management LLC 0.01% Add +0.3% 15,951 $9.1M
Vanguard Personalized Indexing Management, LLC 0.10% Add +18.6% 15,932 $9.1M
Tudor Financial Inc. 5.10% Reduce -3.9% 15,856 $9.0M
Bridgewealth Advisory Group, LLC 2.28% Add +240.4% 15,807 $9.0M
Segall Bryant & Hamill, LLC 0.13% Reduce -13.1% 15,777 $9.0M
Next Capital Management LLC 3.31% Add +95.9% 15,748 $9.0M
Balefire, LLC 1.94% Add +64.4% 15,736 $8.9M
McNaughton Wealth Management, LLC 3.98% Reduce -24.8% 15,699 $8.9M
West Bancorporation Inc. 5.61% Reduce -3.6% 15,647 $8.9M
Marks Group Wealth Management, Inc 0.82% Add +449.9% 15,612 $8.9M
ICONIQ Capital, LLC 0.15% Reduce -0.2% 15,588 $8.9M
CRA Financial Services, LLC 1.35% Add +12.6% 15,583 $8.9M
Nwam LLC 0.51% Add +58.9% 15,290 $8.8M
Duncan Williams Asset Management, LLC 2.78% Add +6.5% 15,504 $8.8M
Precedent Wealth Partners, LLC 2.16% Add +18.1% 15,504 $8.8M
Citizens Business Bank 1.71% Reduce -0.2% 15,465 $8.8M
Edgestream Partners, L.P. 0.24% Add +92.8% 15,447 $8.8M
Belvedere Trading LLC 0.69% Add +6.4% 15,439 $8.8M
Rockland Trust Co. 0.43% Reduce -7.2% 15,435 $8.8M
Defined Wealth Management, LLC 5.42% Add +1.6% 15,419 $8.8M
Bank of New Hampshire 2.17% Add +10.4% 15,379 $8.7M
Alta Advisers Ltd 3.11% Reduce -2.6% 15,368 $8.7M
NBT Bank, N.A. 0.60% No change 15,353 $8.7M
Daido Life Insurance Co. 1.30% Reduce -89.3% 15,313 $8.7M
Lion Street Advisors, LLC 2.64% Add +22.3% 15,297 $8.7M
Sovran Advisors, LLC 0.91% Add +297.6% 15,231 $8.7M
Alpha Financial Advisors, LLC 3.35% New 15,253 $8.7M
Leo Wealth, LLC 0.67% Add +72.5% 15,138 $8.6M
Creative Financial Designs Inc. 0.62% Add +7.0% 15,207 $8.6M
Allegiance Financial Group Advisory Services LLC 2.29% Reduce -0.0% 15,158 $8.6M
Embree Financial Group 1.30% Reduce -0.1% 15,147 $8.6M
Greenwich Wealth Management LLC 0.42% Add +0.4% 15,133 $8.6M
Gainplan LLC 3.90% Reduce -37.0% 15,120 $8.6M
Sage Financial Management Group, Inc. 2.97% Reduce -9.2% 15,105 $8.6M
Harel Insurance Investments & Financial Services Ltd. 0.10% Add +0.7% 15,147 $8.6M
Waller Financial Planning Group, Inc. 2.06% Add +7.9% 15,030 $8.5M
Sykon Capital LLC 3.10% New 14,964 $8.5M
Greenhouse Wealth Management, LLC 5.47% Add +3.0% 14,952 $8.5M
Safeguard Investment Advisory Group, LLC 2.12% Add +10.1% 14,939 $8.5M
SeaCrest Wealth Management, LLC 0.92% Add +4.4% 14,939 $8.5M
Global Financial Private Client, LLC 3.18% Reduce -0.7% 14,926 $8.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -0.3% 14,884 $8.5M
Victrix Investment Advisors 3.72% Add +8.0% 14,806 $8.4M
Independence Bank of Kentucky 1.19% Add +2.4% 14,750 $8.4M
Element Pointe Advisors, LLC 2.03% Reduce -46.3% 14,749 $8.4M
Traynor Capital Management, Inc. 0.59% Reduce -6.6% 14,739 $8.4M
LifePlan Investment Advisors, Inc. 4.15% Reduce -12.6% 14,728 $8.4M
Pitcairn Co. 0.55% Reduce -7.0% 14,719 $8.4M
Westfuller Advisors, LLC 4.76% Reduce -4.1% 14,648 $8.3M
Pennsylvania Capital Management Inc. 2.68% Add +1740.6% 14,688 $8.3M
Mitchell Sinkler & Starr 3.99% Add +30.8% 14,667 $8.3M
Leith Wheeler Investment Counsel Ltd. 0.59% Reduce -9.3% 14,637 $8.3M
Sageworth Trust Co of South Dakota 9.01% Add +5.4% 14,633 $8.3M
Coppell Advisory Solutions LLC 0.99% Add +5.6% 14,651 $8.3M
Tidal Investments LLC 0.05% Add +6.6% 14,595 $8.3M
Collective Family Office LLC 2.12% Reduce -0.8% 14,536 $8.3M
Luminvest Wealth Management LLC 2.96% Add +2.7% 14,484 $8.2M
Focus Financial Network, Inc. 0.33% Reduce -71.7% 14,476 $8.2M
Columbus Macro, LLC 1.01% Add +0.8% 14,471 $8.2M
Lowe Brockenbrough & Co. Inc. 0.46% Add +97.9% 14,466 $8.2M
Red Cedar Investment Management, LLC 1.04% Reduce -5.4% 14,454 $8.2M
PFG Investments, LLC 0.48% Add +32.2% 14,445 $8.2M
KDT Advisors, LLC 13.16% Reduce -0.0% 14,360 $8.2M
Parthenon LLC 0.93% Add +1.9% 14,335 $8.1M
Milestone Asset Management, LLC 1.72% New 14,307 $8.1M
Peak Asset Management, LLC 1.49% Add +2.8% 14,296 $8.1M
Wealth Watch Advisors, INC 4.67% Add +5.5% 14,220 $8.1M
Florida Trust Wealth Management Co 0.25% Reduce -1.3% 14,215 $8.1M
Crewe Advisors LLC 1.14% Reduce -6.9% 14,207 $8.1M
Ameriflex Group, Inc. 4.24% Reduce -9.6% 14,293 $8.1M
Dana Investment Advisors, Inc. 0.27% Add +4.3% 14,192 $8.1M
Peak Retirement Planning, Inc. 3.25% Add +2.8% 14,189 $8.1M
Summit Financial Strategies, Inc. 0.75% Add +11.0% 14,176 $8.1M
Marotta Asset Management 1.61% Reduce -1.7% 14,174 $8.1M
Accent Capital Management, LLC 3.59% Add +6637.1% 14,148 $8.0M
Financial Enhancement Group LLC 1.15% Reduce -1.7% 14,018 $8.0M
Bollard Group LLC 0.18% Add +6.8% 14,115 $8.0M
CWA Asset Management Group, LLC 0.34% Add +6.4% 14,112 $8.0M
DF Dent & Co. Inc. 0.10% No change 14,037 $8.0M
One Capital Management, LLC 0.28% Reduce -50.3% 14,032 $8.0M
Empower Advisory Group, LLC 0.02% Reduce -10.6% 14,031 $8.0M
RW Investment Management LLC 0.89% Add +2.6% 14,021 $8.0M
Denver PWM, LLC 2.47% Add +9.4% 13,966 $7.9M
Hudock, Inc. 1.28% Add +4.7% 13,965 $7.9M
Transcend Capital Advisors, LLC 0.62% Add +4.5% 13,954 $7.9M
North Star Asset Management Inc. 0.33% Add +0.3% 13,864 $7.9M
Kera Capital Partners, Inc. 1.55% Reduce -0.2% 13,847 $7.9M
Ashton Thomas Private Wealth, LLC 0.28% Add +11.5% 13,801 $7.9M
Bawa N Mallick Trust 3.24% No change 13,801 $7.8M
Prasad Wealth Partners, LLC 2.28% Reduce -19.1% 13,697 $7.8M
Midland Wealth Advisors, LLC 0.43% Reduce -0.1% 13,695 $7.8M
Benchmark Financial Wealth Advisors, LLC 2.57% Add +511.2% 13,672 $7.8M
Alpha Cubed Investments, LLC 0.29% Add +0.9% 13,605 $7.7M
Wellington Shields Capital Management, LLC 1.30% Reduce -31.5% 13,556 $7.7M
New England Asset Management Inc. 1.25% Reduce -21.7% 13,540 $7.7M
Canal Capital Management, LLC 1.21% Reduce -0.5% 13,532 $7.7M
Cambridge Capital Management, LLC 4.12% Add +17.7% 13,519 $7.7M
Monetta Financial Services Inc. 5.57% No change 13,500 $7.7M
Allianz SE 0.18% Reduce -48.8% 13,500 $7.7M
Sequent Asset Management, LLC 6.10% Reduce -2.9% 13,441 $7.6M
Beacon Investment Advisory Services, Inc. 0.34% New 13,407 $7.6M
LOM Asset Management Ltd 2.56% — 13,330 $7.6M
Cypress Wealth Services, LLC 1.35% Add +3.4% 13,243 $7.5M
Birch Financial Group, LLC 6.01% Add +5.8% 13,233 $7.5M
Courier Capital LLC 0.46% Reduce -20.0% 13,231 $7.5M
Parker Investment Management, LLC 1.15% New 13,200 $7.5M
MorganRosel Wealth Management, LLC 2.04% Reduce -0.1% 13,187 $7.5M
Phoenix Financial Ltd. 0.10% Add +10.7% 13,138 $7.5M
Stratos Investment Management, LLC 0.34% Add +65.2% 13,112 $7.4M
Pallas Capital Advisors LLC 0.28% Reduce -0.4% 13,111 $7.4M
Stokes Family Office, LLC 0.78% Add +6.2% 13,041 $7.4M
Sax Wealth Advisors, LLC 0.45% Reduce -10.7% 13,024 $7.4M
Connable Office Inc. 0.73% Reduce -3.6% 12,942 $7.4M
Legacy Capital Wealth Partners, LLC 1.67% Reduce -4.4% 12,886 $7.3M
Capital Planning Advisors, LLC 1.07% Add +5.8% 12,868 $7.3M
Searcy Financial Services Inc. 2.95% Add +2.2% 12,790 $7.3M
Newman Dignan & Sheerar, Inc. 1.67% Reduce -5.6% 12,762 $7.2M
First Foundation Advisors 0.27% Add +4.1% 12,748 $7.2M
Quest 10 Wealth Builders, Inc. 7.04% Reduce -1.9% 12,740 $7.2M
Oxford Financial Group, LTD. LLC 0.43% Add +1.1% 12,675 $7.2M
GSG Advisors LLC 2.09% Add +0.4% 12,664 $7.2M
Genus Capital Management Inc. 0.92% Reduce -0.4% 12,651 $7.2M
Coastline Trust Co 0.82% Add +1.4% 12,597 $7.2M
McDonald Partners LLC 1.72% Add +20.0% 12,572 $7.1M
Brooks, Moore & Associates, Inc. 3.84% Add +7.6% 12,257 $7.1M
LaSalle St. Investment Advisors, LLC 1.95% Reduce -13.7% 12,530 $7.1M
Hills Bank & Trust Co 0.45% Reduce -0.0% 12,508 $7.1M
LexAurum Advisors, LLC 1.13% Add +4.3% 12,504 $7.1M
Soltis Investment Advisors LLC 0.56% Add +8.0% 12,501 $7.1M
Cadence Bank 0.47% Add +1.9% 12,481 $7.1M
Fermata Advisors, LLC 1.89% Add +13.5% 12,459 $7.1M
Landing Point Financial Group, LLC 4.46% Add +0.1% 12,451 $7.1M
First Financial Bankshares Inc 0.16% Reduce -32.0% 12,414 $7.1M
Pettyjohn, Wood & White, Inc. 1.26% Reduce -1.7% 12,400 $7.0M
Luminist Capital LLC 6.97% Add +154562.5% 12,373 $7.0M
Keystone Wealth Services, LLC 1.69% Reduce -14.0% 12,365 $7.0M
Crumly & Associates Inc. 1.70% Reduce -35.7% 12,305 $7.0M
Better Money Decisions, LLC 4.24% Reduce -6.7% 12,299 $7.0M
D'Orazio & Associates, Inc. 0.98% Reduce -0.2% 12,262 $7.0M
W1M Asset Management Ltd 0.53% Reduce -23.3% 12,255 $7.0M
TRUE Private Wealth Advisors 0.78% Reduce -1.9% 12,221 $6.9M
Seven Mile Advisory 4.16% Reduce -1.5% 12,169 $6.9M
Salem Investment Counselors Inc. 0.22% Reduce -0.5% 12,077 $6.9M
Becker Capital Management Inc. 0.21% Add +12.4% 12,047 $6.9M
Waterfront Wealth Inc. 1.54% Add +6.0% 12,075 $6.9M
Jaffetilchin Investment Partners, LLC 0.45% Add +0.0% 12,069 $6.9M
Primoris Wealth Advisors, LLC 4.67% Add +6.4% 12,042 $6.8M
BSW Wealth Partners 0.94% Reduce -4.8% 12,033 $6.8M
Lake Street Private Wealth, LLC 0.98% Add +53.4% 12,027 $6.8M
Orser Capital Management, LLC 4.86% Reduce -43.6% 12,000 $6.8M
Coerente Capital Management 1.25% No change 12,000 $6.8M
Advisors Capital Management, LLC 0.09% Add +17.1% 11,982 $6.8M
Fiduciary Alliance LLC 0.51% Add +541.2% 11,920 $6.8M
Warner Financial, Inc. 2.79% Reduce -4.9% 11,903 $6.8M
Copperwynd Financial, LLC 1.68% Add +714.3% 11,880 $6.7M
BCS Private Wealth Management, Inc. 2.54% — 11,842 $6.7M
Saxony Capital Management, LLC 5.16% Reduce -3.0% 11,843 $6.7M
Forum Financial Management, LP 0.10% Add +1.6% 11,834 $6.7M
L.M. Kohn & Company 1.81% Reduce -8.2% 11,831 $6.7M
Louisbourg Investments Inc. 1.58% Add +5.2% 11,785 $6.7M
PAX Financial Group, LLC 1.28% Reduce -0.8% 11,757 $6.7M
Whittier Trust Co. 0.08% Reduce -42.3% 11,739 $6.7M
JFS Wealth Advisors, LLC 0.42% Add +5.8% 11,728 $6.7M
Ausdal Financial Partners, Inc. 0.44% Add +55.7% 11,631 $6.6M
Lloyd Advisory Services, LLC. 3.19% Reduce -43.1% 11,630 $6.6M
Long Run Wealth Advisors, LLC 1.38% Reduce -0.5% 11,594 $6.6M
Sunpointe, LLC 2.61% Reduce -2.6% 11,536 $6.6M
First City Capital Management, Inc. 3.78% Add +1.4% 11,537 $6.6M
Vision Capital Management, Inc. 0.86% Add +2.8% 11,523 $6.5M
Masso Torrence Wealth Management Inc. 3.02% Add +6.6% 11,522 $6.5M
C M Bidwell & Associates Ltd. 3.37% Reduce -1.8% 11,441 $6.5M
Peregrine Asset Advisers, Inc. 2.03% Add +10.6% 11,439 $6.5M
Market Street Wealth Management Advisors LLC 1.06% Reduce -0.3% 11,417 $6.5M
Attessa Capital LLC 4.15% Add +69.6% 11,412 $6.5M
Sharkey, Howes & Javer 0.86% Reduce -48.8% 11,348 $6.4M
Mackenzie Financial Corp. 0.01% Add +1.9% 11,331 $6.4M
Vectors Research Management, LLC 2.20% Reduce -22.6% 11,311 $6.4M
Titleist Asset Management, LLC 0.64% Add +61.6% 11,302 $6.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% No change 11,346 $6.4M
UMB Bank, n.a. 0.10% Reduce -2.8% 11,229 $6.4M
Finward Bancorp 5.02% Add +4.9% 11,182 $6.4M
Blue Bell Private Wealth Management, LLC 1.06% Reduce -5.6% 11,180 $6.4M
Armstrong Advisory Group, Inc. 0.48% Reduce -51.5% 11,165 $6.3M
Cora Capital Advisors LLC 2.82% Add +93.8% 11,150 $6.3M
TFO Wealth Partners, LLC 1.11% Add +32.1% 11,130 $6.3M
Causey Wealth LLC 3.25% Add +3.6% 11,127 $6.3M
Tanager Wealth Management LLP 0.74% Add +0.5% 11,118 $6.3M
Klingman & Associates, LLC 0.35% Reduce -0.3% 11,091 $6.3M
Rockbridge Investment Management, LCC 0.67% Add +5.6% 11,075 $6.3M
21 West Wealth Management LLC 6.34% — 11,062 $6.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.17% Add +17.1% 11,056 $6.3M
Good Steward Wealth Advisors,LLC 4.91% Add +42.1% 11,031 $6.3M
Reliant Wealth Planning 2.44% Reduce -2.7% 11,022 $6.3M
Hutchens & Kramer Investment Management Group, LLC 2.86% Add +9.5% 10,986 $6.2M
ARS Wealth Advisors Group, LLC 0.72% Add +7.7% 10,972 $6.2M
Strategic Investment Solutions, Inc. 1.88% Reduce -8.9% 10,966 $6.2M
Trust Point Inc. 0.59% Reduce -11.8% 10,956 $6.2M
1900 Wealth Management LLC 0.47% Add +2.5% 10,942 $6.2M
Ascentis Independent Advisors 1.15% Add +7.6% 10,926 $6.2M
Professional Financial Advisors, LLC 1.44% Reduce -50.0% 10,922 $6.2M
Nomura Asset Management Co. Ltd. 0.02% Reduce -16.4% 10,911 $6.2M
Hoxton Planning & Management, LLC 2.14% Add +0.1% 10,896 $6.2M
McKinley Carter Wealth Services, Inc. 0.34% Add +28.1% 10,894 $6.2M
Insight Advisors, LLC/ PA 0.99% Add +6.4% 10,861 $6.2M
Waters Parkerson & Co., LLC 0.31% Add +1.4% 10,851 $6.2M
Luken Investment Analytics, LLC 2.70% Add +0.6% 10,850 $6.2M
Evelyn Partners Asset Management Ltd 1.56% Reduce -1.5% 10,836 $6.2M
BCGM Wealth Management, LLC 1.73% Reduce -1.9% 10,785 $6.1M
Destination Wealth Management 0.18% Reduce -4.4% 10,775 $6.1M
Pinnacle Wealth Management Advisory Group, LLC 0.50% Reduce -4.0% 10,701 $6.1M
Detalus Advisors, LLC 1.75% Add +0.1% 10,649 $6.0M
Clark Capital Management Group, Inc. 0.04% Reduce -41.2% 10,649 $6.0M
Partners in Financial Planning 1.11% Reduce -0.1% 10,616 $6.0M
Global Assets Advisory, LLC 2.35% Reduce -65.2% 10,599 $6.0M
Park National Corp. 0.20% Add +2.3% 10,573 $6.0M
Everest Private Wealth 4.30% Add +1.2% 10,524 $6.0M
Signaturefd, LLC 0.10% Add +16.9% 10,523 $6.0M
ERn Financial, LLC 1.26% Reduce -0.6% 10,513 $6.0M
Center For Asset Management LLC 3.68% Reduce -35.8% 11,026 $6.0M
Root Financial Partners, LLC 0.58% Reduce -8.3% 10,483 $6.0M
Flagstar Securities, Inc. 1.65% Reduce -7.0% 10,447 $6.0M
Mattern Capital Management, LLC 0.71% Reduce -0.1% 10,470 $5.9M
Gries Financial LLC 1.08% Reduce -1.3% 10,459 $5.9M
Frisch Financial Group, Inc. 1.45% Add +29.2% 10,426 $5.9M
Reliant Investment Partners, LLC 5.17% No change 10,444 $5.9M
Prospect Financial Services LLC 3.69% Add +40.6% 10,408 $5.9M
Advisory Alpha, LLC 0.18% Add +4.4% 10,399 $5.9M
Hoese & Co LLP 4.76% Reduce -7.1% 10,390 $5.9M
First American Trust, FSB 0.47% Add +10.2% 10,335 $5.9M
West Michigan Advisors, LLC 1.65% Reduce -0.3% 10,289 $5.9M
Trust Co. of Oklahoma 1.86% Add +1.0% 10,294 $5.8M
Moors & Cabot, Inc. 0.27% Add +10.2% 10,279 $5.8M
Birinyi Associates Inc. 1.71% Add +705.9% 10,275 $5.8M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.11% Add +7.0% 9,985 $5.8M
Stegner Investment Associates Inc. 3.57% No change 10,245 $5.8M
Northstar Asset Management Inc. 1.60% Reduce -17.6% 10,220 $5.8M
Clear Creek Financial Management, LLC 0.55% Add +37.1% 10,204 $5.8M
Clarity Capital Advisors, LLC 3.37% Add +23.9% 10,164 $5.8M
Vista Investment Partners Ii, LLC 2.78% Reduce -7.5% 10,140 $5.8M
XY Planning Network, Inc. 1.96% Add +319.4% 10,117 $5.7M
Burling Wealth Partners, LLC 1.06% Add +14.8% 10,108 $5.7M
WealthCare Investment Partners, LLC 2.06% Reduce -0.9% 9,955 $5.7M
Schear Investment Advisers, LLC 2.83% Reduce -47.3% 10,063 $5.7M
PGIM Custom Harvest LLC 0.12% Reduce -3.8% 10,014 $5.7M
Evernest Financial Advisors, LLC 1.84% Reduce -4.1% 10,011 $5.7M
Custos Family Office, LLC 1.81% Reduce -0.6% 9,993 $5.7M
Platform Technology Partners 1.48% Add +3.9% 9,992 $5.7M
Raffa Wealth Management, LLC 1.13% Add +0.4% 9,978 $5.7M
Milestone Asset Management Group, LLC 4.19% Add +7.0% 9,959 $5.7M
Members Trust Co 0.19% Reduce -4.5% 9,917 $5.6M
ZWJ Investment Counsel Inc. 0.21% Reduce -1.6% 9,916 $5.6M
Hurley Capital, LLC 3.95% Add +11.3% 9,913 $5.6M
Cidel Asset Management Inc. 0.34% No change 9,906 $5.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.72% Add +75.7% 9,877 $5.6M
Axis Wealth Partners, LLC 3.68% Add +5.6% 9,867 $5.6M
Essex Financial Services, Inc. 0.37% Add +2.5% 9,847 $5.6M
Anchor Investment Management, LLC 0.49% Reduce -4.3% 9,844 $5.6M
FDx Advisors, Inc. 1.71% Add +0.7% 9,840 $5.6M
Sigma Investment Counselors Inc. 0.31% Add +1.0% 9,825 $5.6M
Ritholtz Wealth Management 0.12% Add +28.5% 9,800 $5.6M
Single Point Partners, LLC 1.21% Add +4.4% 9,743 $5.6M
United Advisor Group, LLC 0.96% Reduce -3.9% 9,751 $5.5M
M3 Advisory Group, LLC 3.83% Add +10.4% 9,757 $5.5M
Essex Bank 1.32% Reduce -0.5% 9,731 $5.5M
Family Wealth Partners, LLC 2.21% Reduce -8.8% 9,716 $5.5M
Lyell Wealth Management, LP 0.44% Add +140.6% 9,713 $5.5M
Douglass Winthrop Advisors, LLC 0.10% Reduce -7.0% 9,711 $5.5M
Sound Income Strategies, LLC 0.32% Reduce -13.4% 9,702 $5.5M
Ignite Planners, LLC 0.95% Reduce -3.0% 9,476 $5.5M
Ariston Services Group 3.88% Add +0.2% 9,606 $5.5M
Bfsg, LLC 0.61% Reduce -0.5% 9,583 $5.4M
Gouws Capital LLC 3.31% Reduce -1.4% 9,569 $5.4M
Spirepoint Private Client, LLC 0.61% Add +8.1% 9,552 $5.4M
Vista Capital Partners, Inc. 0.59% No change 9,443 $5.4M
Saxon Interests, Inc. 2.51% No change 10,428 $5.4M
Gerber Kawasaki Wealth & Investment Management 0.21% Add +4.5% 9,426 $5.4M
Generation Capital Management LLC 4.22% Add +1.0% 9,391 $5.3M
PDS Planning, Inc 0.40% Add +6.7% 9,388 $5.3M
American Investment Services, Inc. 1.36% Reduce -21.3% 9,375 $5.3M
Blue Edge Capital, LLC 0.79% Add +1.1% 9,374 $5.3M
Calton & Associates, Inc. 0.92% Add +14.5% 9,351 $5.3M
Sovereign Financial Group, Inc. 1.09% Add +21.3% 9,321 $5.3M
Revere Asset Management, Inc 2.57% New 9,315 $5.3M
Walter & Keenan Wealth Management LLC /in/ 1.53% Add +1.6% 9,300 $5.3M
Affinity Capital Advisors, LLC 0.91% Add +66.3% 9,297 $5.3M
Mayflower Financial Advisors, LLC 0.74% Add +2.9% 9,295 $5.3M
F/m Investments LLC 0.19% Reduce -50.8% 9,289 $5.3M
Christensen, King & Associates Investment Services, Inc. 2.41% Add +2.4% 9,276 $5.3M
Centurion Wealth Management LLC 1.51% Reduce -19.2% 9,272 $5.3M
Heritage Trust Co 0.61% No change 9,272 $5.3M
Prepared Retirement Institute LLC 3.10% Reduce -4.5% 9,267 $5.3M
Quartz Partners, LLC 2.41% Add +25.8% 9,266 $5.3M
GWN Securities Inc. 0.98% Reduce -66.5% 9,244 $5.3M
Welch Group, LLC 0.22% Add +21.8% 9,258 $5.3M
Quadcap Wealth Management, LLC 0.67% Reduce -0.6% 9,255 $5.3M
Obsidian Cio, LLC 0.76% Add +9.2% 9,244 $5.3M
Braun-Bostich & Associates Inc. 3.56% Reduce -40.1% 9,182 $5.2M
IMG Wealth Management, Inc. 4.02% Add +4.9% 9,135 $5.2M
Balboa Wealth Partners 1.04% Add +73.9% 9,069 $5.2M
Signature Estate & Investment Advisors LLC 0.12% Add +0.8% 9,058 $5.1M
Sawyer & Company, Inc 1.73% Add +16.1% 7,492 $5.1M
Phillips Wealth Planners LLC 4.65% Add +4.9% 9,004 $5.1M
Integrated Investment Consultants, LLC 1.01% Add +25.8% 9,032 $5.1M
Capital Wealth Management, LLC 1.91% Reduce -2.1% 9,027 $5.1M
FAS Wealth Partners, Inc. 0.38% Add +13.2% 9,023 $5.1M
CPC Advisors, LLC 0.64% Add +306.1% 8,999 $5.1M
Stanley-Laman Group, Ltd. 0.76% Reduce -52.9% 8,973 $5.1M
Childress Capital Advisors, LLC 1.28% Add +25.3% 8,935 $5.1M
Community Bank of Raymore 3.76% Add +37.0% 8,934 $5.1M
D.B. Root & Company, LLC 1.50% Add +4.4% 8,931 $5.1M
Werba Rubin Papier Wealth Management 0.95% Reduce -1.7% 8,928 $5.1M
Bath Savings Trust Co 0.51% Add +5.9% 8,912 $5.1M
Madison Asset Management, LLC 0.05% New 8,858 $5.0M
Atlantic Union Bankshares Corp 0.11% Add +104.8% 8,849 $5.0M
Legacy Financial Strategies, LLC 0.99% Add +0.1% 8,845 $5.0M
ICW Investment Advisors LLC 1.98% Reduce -7.8% 8,832 $5.0M
Palisade Asset Management, LLC 0.50% Add +7.3% 8,785 $5.0M
Aaron Wealth Advisors LLC 0.51% Reduce -3.9% 8,783 $5.0M
Baldwin Investment Management, LLC 0.60% Reduce -0.1% 8,759 $5.0M
Ledgewood Wealth Advisors, LLC 3.13% Add +0.1% 8,733 $5.0M
Elser Financial Planning, Inc 6.19% Add +16.7% 8,731 $5.0M
Bouchey Financial Group, Ltd. 0.41% Reduce -0.7% 8,725 $5.0M
Westshore Wealth, LLC 1.90% Add +101.8% 8,697 $4.9M
Wiser Advisor Group LLC 8.58% Reduce -6.8% 8,693 $4.9M
Comprehensive Financial Planning, Inc. 3.88% Add +3.0% 8,677 $4.9M
Black Diamond Financial, LLC 0.76% Add +3.1% 8,668 $4.9M
Arthur M. Cohen & Associates, LLC 0.87% Reduce -0.3% 8,667 $4.9M
Redhawk Wealth Advisors, Inc. 0.62% Add +201.5% 8,665 $4.9M
Aegis Wealth Management LLC 2.95% No change 9,560 $4.9M
Future You Wealth LLC 2.66% Add +687.2% 8,636 $4.9M
My Personal CFO, LLC 2.22% Reduce -5.0% 8,615 $4.9M
DGS Capital Management, LLC 1.01% Add +4.9% 8,573 $4.9M
Tyche Wealth Partners LLC 0.98% Reduce -1.5% 8,563 $4.9M
QTR Family Wealth, LLC 3.01% Add +57.5% 8,551 $4.9M
Vestia Personal Wealth Advisors 3.32% Add +9.7% 8,524 $4.8M
Beacon Capital Management, LLC 0.65% Reduce -7.0% 8,514 $4.8M
Whalerock Point Partners, LLC 1.07% Add +0.1% 8,499 $4.8M
Patton Albertson Miller Group, LLC 0.63% Add +59.5% 8,473 $4.8M
Atlas Capital Advisors Inc. 0.58% Reduce -1.3% 8,415 $4.8M
Yarger Wealth Strategies, LLC 2.50% Reduce -1.1% 8,405 $4.8M
Calamos Wealth Management LLC 0.20% Add +15.9% 8,397 $4.8M
RKL Wealth Management LLC 0.42% Add +3.6% 8,391 $4.8M
Foster Dykema Cabot & Partners, LLC 0.33% No change 8,356 $4.8M
Modus Advisors, LLC 1.41% Reduce -0.0% 8,378 $4.8M
Arrowroot Family Office, LLC 2.13% — 8,367 $4.8M
Midwest Financial Network, LLC 4.72% Reduce -2.0% 8,366 $4.8M
Sulzberger Capital Advisors, Inc. 5.54% Reduce -8.0% 8,339 $4.7M
Rf&l Wealth Management, LLC 3.05% Add +2.4% 8,323 $4.7M
Ironwood Investment Counsel, LLC 0.73% Add +22.9% 9,749 $4.7M
Seamount Financial Group Inc. 2.42% Add +13.4% 8,295 $4.7M
Chicago Capital, LLC 0.12% Reduce -37.4% 8,289 $4.7M
Cedar Wealth Management, LLC 1.59% Add +3.2% 8,268 $4.7M
Fortis Capital Advisors, LLC 0.84% Reduce -4.2% 8,248 $4.7M
25 LLC 1.72% Add +2.7% 8,237 $4.7M
CFM Wealth Partners LLC 0.74% Add +0.8% 8,221 $4.7M
Moss Adams Wealth Advisors LLC 0.42% Add +1.0% 8,167 $4.7M
Hanover Advisors Inc. 1.90% Reduce -9.8% 8,191 $4.7M
Eastern Bank 0.09% Add +6.6% 8,174 $4.6M
Kavar Capital Partners Group, LLC 0.67% Add +160.5% 8,155 $4.6M
Security National Bank 0.80% Add +8.9% 8,146 $4.6M
Apollon Financial, LLC 0.97% Add +1.4% 8,143 $4.6M
Xcel Wealth Management, LLC 1.33% Reduce -2.0% 8,096 $4.6M
Asset Dedication, LLC 0.33% Add +8.1% 8,091 $4.6M
Boyd Watterson Asset Management LLC 1.46% No change 8,085 $4.6M
Silver Oak Securities, Incorporated 0.38% Add +10.5% 8,077 $4.6M
Kestra Investment Management, LLC 0.14% Reduce -45.4% 8,060 $4.6M
JTC Employer Solutions Trustee Ltd 0.44% Reduce -8.8% 8,055 $4.6M
Caldwell Trust Co 0.46% No change 8,047 $4.6M
Jacobi Capital Management LLC 0.30% Reduce -1.6% 8,040 $4.6M
Summit Global Investments 0.27% Add +1066.9% 8,028 $4.6M
Decker Retirement Planning Inc. 2.64% Add +34734.8% 8,012 $4.6M
Liberty Wealth Management LLC 0.71% Reduce -1.0% 7,982 $4.5M
Red Crane Wealth Management, LLC 4.13% Add +6.8% 7,982 $4.5M
Debussy Capital Management LP 0.68% Reduce -3.4% 7,973 $4.5M
Penobscot Wealth Management 1.62% Reduce -24.3% 7,972 $4.5M
Aventura Private Wealth, LLC 1.96% Reduce -1.1% 7,971 $4.5M
Jackson, Grant Investment Advisers, Inc. 1.66% Add +1.0% 7,971 $4.5M
Gradient Capital Advisors, LLC 1.34% Reduce -0.1% 7,961 $4.5M
PFC Capital Group, Inc. 2.09% Add +108.1% 7,952 $4.5M
Capital Wealth Alliance, LLC 2.42% Add +1.9% 7,919 $4.5M
Minot DeBlois Advisors LLC 4.26% Add +2.3% 7,911 $4.5M
Sumitomo Life Insurance Co. 0.30% Reduce -61.5% 7,900 $4.5M
Tradition Wealth Management, LLC 0.36% Add +15.1% 7,871 $4.5M
Signal Advisors Wealth, LLC 0.35% Reduce -9.3% 7,869 $4.5M
Etesian Wealth Advisors, Inc. 1.66% Add +4.3% 7,850 $4.5M
Worth Asset Management, LLC 2.20% Add +42.3% 7,845 $4.5M
Fee-Only Financial Planning, L.C. 2.75% Add +4.7% 7,813 $4.4M
Valued Retirements, Inc. 4.98% Add +4.6% 7,773 $4.4M
Southland Equity Partners LLC 0.97% Reduce -0.8% 7,773 $4.4M
Callan Family Office, LLC 0.14% Add +3.7% 7,766 $4.4M
Kornitzer Capital Management Inc. 0.09% Add +7.7% 7,753 $4.4M
SMART Wealth LLC 1.38% Reduce -19.4% 7,750 $4.4M
Monograph Wealth Advisors, LLC 0.54% Add +112.6% 7,726 $4.4M
Biltmore Family Office, LLC 0.74% Add +2.7% 7,722 $4.4M
Elevation Capital Advisory, LLC 1.76% Add +12.2% 7,732 $4.4M
Keebeck Wealth Management 0.58% Add +7.7% 7,707 $4.4M
Legacy Edge Advisors, LLC 0.58% Reduce -6.3% 7,687 $4.4M
Wick Capital Partners, LLC 1.13% Add +802.1% 24,845 $4.3M
Empowered Funds, LLC 0.05% Reduce -65.6% 7,633 $4.3M
LongView Wealth Management 1.31% Add +7.0% 7,618 $4.3M
Bluesphere Advisors LLC 2.16% Add +15.0% 7,616 $4.3M
Flagship Wealth Advisors, LLC 1.63% Add +87.7% 7,612 $4.3M
Johnson Financial Group, LLC 0.41% Add +17.0% 7,572 $4.3M
Well Done, LLC 0.81% Reduce -4.5% 7,565 $4.3M
HCR Wealth Advisors 0.51% Reduce -1.4% 7,563 $4.3M
Allie Family Office LLC 2.13% Reduce -5.5% 7,551 $4.3M
Crux Wealth Advisors 1.83% Add +1.5% 7,560 $4.3M
Rothschild Wealth LLC 1.05% Add +89.8% 7,541 $4.3M
Summit Wealth & Retirement Planning, Inc. 1.15% Add +12.4% 7,539 $4.3M
Warwick Investment Management, Inc. 0.83% Add +0.0% 7,539 $4.3M
Maxele Advisors, LLC 3.71% Add +14.1% 7,490 $4.3M
Quadrant Capital Group LLC 0.15% Add +22.3% 7,462 $4.2M
Hyperion Capital Advisors LP 2.65% Reduce -57.7% 7,449 $4.2M
Belmont Capital, LLC 0.64% No change 7,449 $4.2M
WESPAC Advisors, LLC 2.96% Add +0.0% 7,443 $4.2M
ORG Partners LLC 0.92% Add +0.5% 7,425 $4.2M
Astra Wealth Partners LLC 3.38% Add +14.2% 7,382 $4.2M
Hancock Whitney Corp. 0.08% Add +81.5% 7,376 $4.2M
Armbruster Capital Management, Inc. 0.76% Add +2.5% 7,373 $4.2M
Allen Mooney & Barnes Investment Advisors LLC 0.69% Reduce -5.0% 7,371 $4.2M
Maia Wealth LLC 0.79% Reduce -7.9% 7,344 $4.2M
Townsend Asset Management Corp. /NC/ 1.51% Add +0.5% 7,339 $4.2M
Advyzon Investment Management, LLC 0.92% Add +206.2% 7,305 $4.1M
Clark Asset Management, LLC 0.57% Add +15.7% 7,300 $4.1M
Zacks Investment Management 0.04% Reduce -7.9% 7,270 $4.1M
Howard Wealth Management, LLC 2.08% Add +0.5% 7,258 $4.1M
Tactive Advisors, LLC 1.33% — 7,249 $4.1M
Koss-Olinger Consulting, LLC 0.34% Reduce -1.4% 7,233 $4.1M
Kinloch Capital, LLC 1.91% Reduce -20.3% 7,226 $4.1M
Bordeaux Wealth Advisors LLC 0.52% Add +11.9% 7,206 $4.1M
Prospect Financial Group LLC 4.28% No change 7,199 $4.1M
Ami Investment Management Inc. 1.05% Reduce -2.7% 7,192 $4.1M
Ridgewood Investments LLC 1.77% Add +1.9% 7,192 $4.1M
InTrack Investment Management Inc 2.74% Reduce -57.7% 7,185 $4.1M
Davis R M Inc. 0.08% Add +5.9% 7,156 $4.1M
Ferguson Wellman Capital Management, Inc. 0.07% Add +8.7% 7,138 $4.1M
Riverchase Wealth Management, LLC 2.57% Reduce -0.9% 7,127 $4.0M
Sagace Wealth Management LLC 3.02% Reduce -8.8% 7,116 $4.0M
Patriot Investment Management Group, Inc. 0.28% Add +53.4% 7,108 $4.0M
Magnolia Capital Advisors LLC 1.01% Add +2.5% 7,083 $4.0M
First National Corp. /Ma/ 0.81% Add +2.9% 7,052 $4.0M
S.A. Mason LLC 1.94% Add +0.9% 7,049 $4.0M
Revolve Wealth Partners, LLC 0.52% Reduce -15.1% 7,046 $4.0M
Schrum Private Wealth Management LLC 3.20% Add +18.6% 7,021 $4.0M
O'Brien Wealth Partners LLC 0.62% Add +991.1% 7,005 $4.0M
Family Investment Center, Inc. 0.90% Add +4.3% 7,003 $4.0M
Terra Nova Asset Management LLC 2.78% Add +48.7% 6,996 $4.0M
J Hagan Capital, Inc. 2.68% Reduce -3.1% 6,869 $4.0M
Adapt Wealth Advisors, LLC 1.77% Reduce -1.9% 6,975 $4.0M
1776 Wealth LLC 1.63% Add +5.9% 6,975 $4.0M
BlueChip Wealth Advisors LLC 1.63% Add +97.0% 6,964 $4.0M
Front Street Capital Management, Inc. 0.76% Reduce -91.0% 6,959 $4.0M
Glass Jacobson Investment Advisors llc 1.52% Reduce -38.1% 6,926 $3.9M
John G Ullman & Associates Inc. 0.58% Reduce -1.8% 6,923 $3.9M
Clientfirst Wealth Management, LLC 4.02% Add +0.7% 6,920 $3.9M
Bill Few Associates, Inc. 1.11% Reduce -1.9% 6,916 $3.9M
Planning Alternatives Ltd. 0.55% Add +10.1% 6,906 $3.9M
First Trust Advisors LP 0.00% Add +117.4% 6,876 $3.9M
McAdam, LLC 0.21% Reduce -4.6% 6,874 $3.9M
Fsa Wealth Partners, Inc. 1.88% Reduce -83.0% 6,868 $3.9M
Charter Capital Management, LLC\DE 2.29% — 6,866 $3.9M
BLB&B Advisors, LLC 0.18% Add +4.5% 6,865 $3.9M
May Hill Capital, LLC 1.28% Reduce -0.0% 6,858 $3.9M
Triasima Portfolio Management inc. 0.71% Add +5.2% 6,835 $3.9M
Ssa Swiss Advisors AG 1.87% Reduce -26.1% 6,700 $3.9M
VSM Wealth Advisory, LLC 1.28% Add +9.2% 6,812 $3.9M
Fortress Private Ledger, LLC 1.75% Add +6.8% 6,788 $3.9M
Calydon Capital 0.38% Add +100.0% 6,768 $3.8M
CV Advisors LLC 1.18% No change 6,763 $3.8M
Avondale Wealth Management 2.14% Add +5.4% 6,760 $3.8M
Everhart Financial Group, Inc. 0.44% Add +30.9% 6,757 $3.8M
Cornerstone Wealth Management, LLC 0.23% Add +1.3% 6,757 $3.8M
World Equity Group, Inc. 1.04% Add +22.9% 6,741 $3.8M
Bristlecone Advisors, LLC 0.32% Add +0.5% 6,735 $3.8M
Farnam Financial LLC 3.43% Add +68.1% 6,722 $3.8M
Agate Pass Investment Management, LLC 1.57% Add +3.7% 6,711 $3.8M
Syon Capital LLC 0.25% Reduce -11.6% 6,666 $3.8M
Truepoint, Inc. 0.09% Reduce -5.1% 6,654 $3.8M
Hamilton Capital Partners Inc. 0.19% New 6,653 $3.8M
SeaBridge Investment Advisors LLC 0.70% Reduce -21.5% 6,641 $3.8M
Channel Wealth LLC 1.06% Reduce -0.5% 6,629 $3.8M
Wealthstream Advisors, Inc. 0.62% Reduce -0.2% 6,613 $3.8M
Pasadena Private Wealth, LLC 0.64% Reduce -23.4% 6,570 $3.7M
Cullinan Associates Inc. 0.25% Reduce -16.1% 6,570 $3.7M
Mechanics Bank Trust Department 0.53% Add +2.3% 6,554 $3.7M
Dohj, LLC 1.07% New 7,497 $3.7M
Paragon Private Wealth Management, LLC 1.47% Reduce -2.6% 6,494 $3.7M
Sage Capital Advisors,llc 0.91% Reduce -2.4% 6,480 $3.7M
Cove Private Wealth, LLC 1.31% Add +13.1% 6,468 $3.7M
First PREMIER Bank 0.89% Reduce -4.7% 6,460 $3.7M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -75.3% 6,459 $3.7M
Integrity Investment Advisors, LLC 2.82% Add +714.3% 6,457 $3.7M
XML Financial, LLC 0.32% Add +7.8% 6,439 $3.7M
Pennington Partners & Co., LLC 1.96% Add +3.4% 6,402 $3.6M
Curi Capital, LLC 0.07% New 6,379 $3.6M
Sterling Group Wealth Management, LLC 2.01% Reduce -0.4% 6,381 $3.6M
Baldwin Wealth Partners LLC 0.25% Reduce -0.1% 6,357 $3.6M
L2 Asset Management, LLC 0.59% New 6,345 $3.6M
First Interstate Bank 0.21% Add +0.0% 6,342 $3.6M
DT Investment Partners, LLC 0.32% Reduce -0.3% 6,330 $3.6M
Viewpoint Investment Partners Corp. 1.96% No change 6,318 $3.6M
Strategies Wealth Advisors, LLC 0.39% Reduce -1.4% 6,294 $3.6M
Consilio Wealth Advisors, LLC 1.27% Add +13.6% 6,304 $3.6M
DecisionMap Wealth Management, LLC 2.44% Reduce -3.6% 6,274 $3.6M
Heritage Investors Management Corp. 0.11% Reduce -9.1% 6,271 $3.6M
Woodmont Investment Counsel LLC 0.23% Add +6.3% 6,246 $3.5M
Berkshire Money Management, Inc. 0.37% Reduce -2.5% 6,244 $3.5M
LRI Investments, LLC 0.30% Add +0.2% 6,242 $3.5M
Accredited Investors Inc. 0.21% Add +15.6% 6,239 $3.5M
Rebalance, LLC 0.24% Reduce -0.2% 6,230 $3.5M
Headlands Technologies LLC 0.42% Add +5.7% 6,230 $3.5M
Sfmg, LLC 0.27% Add +4.1% 6,229 $3.5M
Capasso Planning Partners LLC 2.00% Reduce -20.8% 6,225 $3.5M
NYL Investors LLC 1.02% No change 6,217 $3.5M
Thompson Davis & Co., Inc. 2.40% Add +5.2% 6,192 $3.5M
SteelPeak Wealth, LLC 0.14% Add +9.7% 6,167 $3.5M
Consultiva Wealth Management, Corp. 10.82% Reduce -1.9% 6,172 $3.5M
Synergy Financial Group, LTD 2.58% Add +0.9% 6,167 $3.5M
Texas Yale Capital Corp. 0.11% Reduce -14.8% 6,161 $3.5M
Significant Wealth Partners LLC 1.72% Add +211.3% 6,152 $3.5M
Farrow Financial, Inc. 2.12% Add +2.8% 6,144 $3.5M
Advisory Research Inc. 0.54% Add +2.8% 6,142 $3.5M
Long Island Wealth Management, Inc. 1.81% Add +23.9% 6,136 $3.5M
Highland Capital Management, LLC 0.19% No change 6,120 $3.5M
Mosaic Family Wealth Partners, LLC 0.44% Add +0.4% 6,120 $3.5M
New Covenant Trust Company, N.A. 3.10% Reduce -0.6% 6,116 $3.5M
Clarkston Capital Partners, LLC 0.07% Reduce -0.1% 6,104 $3.5M
Bank of Marin 2.62% New 6,095 $3.5M
Arcadia Wealth Management, LLC 1.51% Add +16.7% 6,086 $3.5M
Thrive Capital Management, LLC 1.08% New 6,085 $3.5M
FSM Wealth Advisors, LLC 0.56% Add +15.5% 6,029 $3.4M
Russell Investments Group, Ltd. 0.00% Reduce -13.3% 6,051 $3.4M
Fi3 FINANCIAL ADVISORS, LLC 1.24% Reduce -14.9% 6,026 $3.4M
Opulen Financial Group LLC 2.81% Reduce -6.5% 6,031 $3.4M
MassMutual Private Wealth & Trust, FSB 0.09% Reduce -25.5% 6,021 $3.4M
Full Sail Capital, LLC 0.20% Add +14.8% 6,008 $3.4M
Black Swift Group, LLC 0.69% Reduce -2.5% 5,994 $3.4M
RMG Wealth Management LLC 0.52% — 5,898 $3.4M
Compass Advisory Group LLC 1.07% Add +2.6% 5,961 $3.4M
Taylor Hoffman Capital Management LLC 1.16% Reduce -0.9% 5,968 $3.4M
Gallacher Capital Management LLC 1.57% Reduce -16.4% 5,966 $3.4M
Auour Investments LLC 1.16% Add +0.9% 5,942 $3.4M
Keystone Global Partners, LLC 1.84% Reduce -8.3% 5,930 $3.4M
DB Fitzpatrick & Co, Inc 2.99% Add +3.2% 5,923 $3.4M
Archer Investment Corp 0.80% Add +4.2% 5,919 $3.4M
Orgel Wealth Management, LLC 0.08% Add +9.5% 5,919 $3.4M
Financial Consulate, Inc. 0.66% Add +0.1% 5,916 $3.4M
BIP Wealth, LLC 0.21% Add +6.5% 5,909 $3.4M
LVW Advisors, LLC 0.38% Add +1.6% 5,903 $3.4M
Nations Financial Group Inc, /Ia/ 0.23% Add +3.5% 5,889 $3.3M
Beirne Wealth Consulting Services, LLC 1.08% Add +105.0% 5,856 $3.3M
Rexford Capital Inc. 2.76% — 5,861 $3.3M
Hemington Wealth Management 0.48% No change 5,859 $3.3M
GHP Investment Advisors, Inc. 0.15% Add +5.0% 5,837 $3.3M
Barnes Pettey Financial Advisors, LLC 2.21% Add +8.3% 5,830 $3.3M
Independent Wealth Network Inc. 1.21% Reduce -4.0% 5,825 $3.3M
Bakala Capital LLC 18.88% Reduce -2.9% 5,789 $3.3M
Trellis Wealth Advisors LLC 1.42% No change 5,755 $3.3M
LifeWealth Investments, LLC 1.19% Reduce -10.6% 5,744 $3.3M
Lee, Kelleher & Klein Wealth Management 2.17% Reduce -4.2% 5,737 $3.3M
KFA Private Wealth Group, LLC 1.01% Add +11.3% 5,735 $3.3M
Richards, Merrill & Peterson, Inc. 1.54% Add +51.1% 5,705 $3.2M
Private Advisory Group LLC 0.30% Reduce -0.6% 5,671 $3.2M
Waddell & Associates, LLC 0.34% Reduce -6.2% 5,671 $3.2M
First National Advisers, LLC 0.47% Reduce -0.2% 5,667 $3.2M
Orion Investment Co 1.14% New 5,663 $3.2M
Tortoise Investment Management, LLC 0.30% Add +30.1% 5,614 $3.2M
Tolleson Wealth Management, Inc. 0.54% Add +132.3% 5,592 $3.2M
MBL Wealth, LLC 0.30% Add +3.6% 5,591 $3.2M
Principle Wealth Partners LLC 0.20% Add +10.1% 5,561 $3.2M
Global Strategic Investment Solutions, LLC 0.34% Reduce -0.0% 5,556 $3.2M
Strategic Family Wealth Counselors, L.L.C. 0.90% Reduce -8.5% 5,536 $3.1M
DBK Financial Counsel, LLC 2.83% Add +8.7% 5,511 $3.1M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -19.6% 5,507 $3.1M
TCI Wealth Advisors, Inc. 0.21% Add +16.4% 5,502 $3.1M
Wealth Architects, LLC 0.32% Add +13.3% 5,492 $3.1M
Prime Buchholz LLC 0.99% Add +2.2% 5,478 $3.1M
Aprio Wealth Management, LLC 0.35% Add +0.2% 5,458 $3.1M
Hardin Capital Partners, LLC 1.81% Add +15.9% 5,440 $3.1M
Disciplined Investors, L.L.C. 2.40% Add +0.9% 5,434 $3.1M
HORAN Wealth, LLC 0.94% — 5,428 $3.1M
Kathmere Capital Management, LLC 0.24% Reduce -0.6% 5,427 $3.1M
Walled Lake Planning & Wealth Management, LLC 1.00% Reduce -11.6% 5,417 $3.1M
Vermillion Wealth Management, Inc. 1.47% Add +0.4% 5,409 $3.1M
Richardson Financial Services Inc. 2.06% Add +2.8% 5,405 $3.1M
Tranquility Partners, LLC 1.09% Reduce -0.1% 5,375 $3.1M
Weaver Consulting Group 0.84% Add +0.0% 5,369 $3.0M
Scott Marsh Financial, LLC 1.13% — 5,352 $3.0M
Clarity Capital Partners LLC 1.09% Reduce -34.6% 5,342 $3.0M
Guyasuta Investment Advisors Inc. 0.19% Add +7.4% 5,333 $3.0M
GW Henssler & Associates Ltd. 0.16% Add +0.5% 5,322 $3.0M
Financial Advocates Investment Management 0.25% Reduce -45.1% 5,300 $3.0M
Perennial Investment Advisors, LLC 0.29% Add +1.6% 5,298 $3.0M
L.K. Benson & Company, P.C. 1.85% Add +18.3% 5,299 $3.0M
Brooklyn Investment Group 0.39% Add +100.0% 5,292 $3.0M
Fiduciary Family Office, LLC 0.98% Reduce -2.4% 5,290 $3.0M
Investment Advisory Group, LLC 0.91% Add +2.8% 5,287 $3.0M
Accel Wealth Management 1.00% Add +6.7% 5,281 $3.0M
Bluestem Financial Advisors, LLC 1.28% Add +542.1% 5,265 $3.0M
Innova Wealth Partners 1.74% Add +8.7% 5,224 $3.0M
Copperleaf Capital, LLC 1.50% Add +8.1% 5,208 $3.0M
WMG Financial Advisors, LLC 1.09% Add +9.5% 5,181 $2.9M
IFC Advisors LLC 0.55% No change 5,169 $2.9M
Financial Council, LLC 1.41% No change 5,152 $2.9M
Kirtland Hills Capital Management, LLC 1.35% Add +27.9% 5,145 $2.9M
Goodwin Investment Advisory 3.37% Reduce -1.2% 5,134 $2.9M
SRH Advisors, LLC 0.88% Reduce -43.1% 5,121 $2.9M
Values Added Financial LLC 1.40% Add +5.2% 5,081 $2.9M
Pine Ridge Advisers LLC 0.18% No change 5,075 $2.9M
Roberts Glore & Co. Inc. 0.84% Add +4.2% 5,073 $2.9M
Hubbell Strickland Wealth Management, LLC 1.27% Add +2.2% 5,073 $2.9M
Equita Financial Network, Inc. 1.14% Add +11.7% 5,040 $2.9M
Naviter Wealth, LLC 0.35% Add +10.1% 5,010 $2.9M
Capital CS Group, LLC 4.68% Add +26.0% 5,018 $2.9M
Myecfo, LLC 1.39% Reduce -0.4% 5,001 $2.8M
Marex Group Ltd 0.05% Reduce -45.2% 4,962 $2.8M
First Pacific Financial 0.42% Reduce -4.7% 4,958 $2.8M
Cooper/Haims Advisors, LLC 1.38% Add +3.7% 4,948 $2.8M
Verus Financial Partners, Inc. 0.29% Add +0.1% 4,897 $2.8M
Arlington Trust Co LLC 0.55% Add +21.5% 4,943 $2.8M
Performance Wealth Partners, LLC 0.09% Reduce -7.1% 4,942 $2.8M
Fortis Capital Management LLC 0.44% Add +54.0% 4,931 $2.8M
IMA Advisory Services, Inc. 0.30% Add +3.7% 4,926 $2.8M
Meeder Advisory Services, Inc. 0.14% Add +6.2% 4,911 $2.8M
LifeGuide Financial Advisors, LLC 1.03% Add +4.2% 4,904 $2.8M
Medallion Wealth Advisors, LLC 1.07% Reduce -25.3% 4,889 $2.8M
FOCUS Wealth Advisors, LLC 1.44% Reduce -0.1% 4,872 $2.8M
Winthrop Advisory Group LLC 0.27% Add +14.2% 4,856 $2.8M
Stockman Wealth Management, Inc. 0.38% Reduce -0.1% 4,860 $2.8M
PACK Private Wealth, LLC 1.46% Reduce -7.8% 4,859 $2.8M
Ewa, LLC 0.87% Reduce -11.9% 4,854 $2.8M
Physician Wealth Advisors, Inc. 0.43% Reduce -0.1% 4,848 $2.8M
Provenance Wealth Advisors, LLC 0.40% Add +1.6% 4,843 $2.8M
WP Advisors, LLC 0.76% Add +13.6% 4,842 $2.8M
New York Life Investment Management LLC 0.03% Add +65.1% 4,814 $2.7M
JPL Wealth Management, LLC 0.74% Reduce -3.3% 4,812 $2.7M
Grantvest Financial Group LLC 2.02% Reduce -0.3% 4,798 $2.7M
Arrien Investments, Inc. 1.72% Add +3.9% 4,796 $2.7M
Robinson Smith Wealth Advisors LLC 2.17% Reduce -1.6% 4,791 $2.7M
Boreal Capital Management LLC 2.60% — 4,760 $2.7M
Apeiron RIA LLC 0.70% Reduce -1.4% 4,772 $2.7M
Key Client Fiduciary Advisors, LLC 1.11% Add +9.2% 4,768 $2.7M
Panoramic Investment Advisors, LLC 1.66% Reduce -6.3% 4,753 $2.7M
E&G Advisors, LLC 0.70% No change 4,752 $2.7M
Defender Capital, LLC. 0.92% No change 4,750 $2.7M
Quent Capital, LLC 0.26% Reduce -23.6% 4,744 $2.7M
Capital Investment Advisory Services, LLC 0.22% Add +4.6% 4,740 $2.7M
Cherry Creek Investment Advisors, Inc. 1.26% Reduce -2.5% 4,731 $2.7M
Hilltop Holdings Inc. 0.17% Reduce -63.1% 4,710 $2.7M
Harbour Investment Management LLC 1.16% No change 4,692 $2.7M
Commons Capital, LLC 2.04% Reduce -2.0% 4,702 $2.7M
Nilsine Partners, LLC 0.27% Add +40.0% 4,696 $2.7M
Private Client Services, LLC 1.04% Add +8.4% 4,692 $2.7M
JT Stratford LLC 0.40% Reduce -2.3% 4,678 $2.7M
Financial Perspectives, Inc 0.80% Reduce -22.1% 4,665 $2.6M
Purkiss Capital Advisors LLC 1.47% Add +4.8% 4,654 $2.6M
Meredith Wealth Planning 0.95% Reduce -0.3% 4,629 $2.6M
SkyOak Wealth, LLC 0.53% Add +0.5% 4,621 $2.6M
Capital Analysts, LLC 0.09% Add +37.2% 4,617 $2.6M
Stonebridge Capital Advisors LLC 0.20% Reduce -0.3% 4,590 $2.6M
180 Wealth Advisors, LLC 0.36% No change 4,580 $2.6M
Baring Financial LLC 1.94% Add +4.0% 4,562 $2.6M
Sonora Investment Management Group, LLC 0.19% Reduce -3.4% 4,548 $2.6M
Faithward Advisors, LLC 0.40% Add +11.2% 4,539 $2.6M
Founders Financial Alliance, LLC 0.58% Add +2.6% 4,528 $2.6M
Horizon Investments, LLC 0.04% Reduce -54.7% 4,509 $2.6M
Optimist Retirement Group LLC 1.22% No change 4,496 $2.6M
Unique Wealth, LLC 0.41% Add +111.6% 4,494 $2.6M
Wakefield Asset Management LLLP 0.71% Add +5.4% 4,488 $2.5M
Avestar Capital, LLC 0.19% Add +13.0% 4,467 $2.5M
MTM Investment Management, LLC 0.85% Add +93.6% 4,469 $2.5M
Asset Management One Co., Ltd. 0.01% Add +12662.9% 4,467 $2.5M
Talon Private Wealth, LLC 0.35% Reduce -3.9% 4,456 $2.5M
Financial Synergies Wealth Advisors, Inc. 0.27% Add +6.7% 4,444 $2.5M
Blueprint Investment Partners LLC 0.45% New 4,435 $2.5M
Freedom Investment Management, Inc. 0.20% Add +8.4% 4,432 $2.5M
Annex Advisory Services, LLC 0.06% Add +10.8% 4,421 $2.5M
Morton Capital Management LLC 0.44% Add +7.9% 4,407 $2.5M
Capital Advisors Inc. 0.04% Reduce -13.3% 4,402 $2.5M
Novem Group 0.32% Add +40.4% 4,400 $2.5M
Canandaigua National Bank & Trust Co. 0.23% Reduce -0.3% 4,384 $2.5M
Veery Capital, LLC 0.86% Add +9.6% 4,384 $2.5M
Consolidated Portfolio Review Corp 0.34% Add +63.5% 4,383 $2.5M
TCV Trust & Wealth Management, Inc. 0.22% Add +6.9% 4,379 $2.5M
Headinvest, LLC 0.53% Reduce -33.5% 4,342 $2.5M
Golden State Wealth Management, LLC 0.30% Reduce -0.8% 4,338 $2.5M
Pine Haven Investment Counsel, Inc 1.93% No change 4,333 $2.5M
L & S Advisors Inc 0.28% New 4,327 $2.5M
Retirement Income Solutions, Inc. 0.45% Reduce -8.0% 4,293 $2.4M
Burt Wealth Advisors 0.56% Add +7.6% 4,286 $2.4M
Washburn Capital Management, Inc. 1.42% Reduce -3.7% 4,274 $2.4M
Pursue Wealth Partners LLC 1.38% Add +27.9% 4,271 $2.4M
Berkeley, Inc 0.87% Reduce -21.1% 4,270 $2.4M
Latko Wealth Management, Ltd. 1.36% Add +7.0% 4,266 $2.4M
Quadrant Private Wealth Management, LLC 0.50% Add +46.1% 4,230 $2.4M
Clearstead Trust, LLC 0.45% Add +48.1% 4,233 $2.4M
Cardinal Point Capital Management ULC 0.19% Reduce -2.1% 4,162 $2.4M
Cloud Capital Management, LLC 1.49% Add +4.3% 4,122 $2.4M
Orrstown Financial Services Inc. 0.50% Reduce -4.5% 4,208 $2.4M
Tumwater Wealth Management, LLC 1.11% Add +3.4% 4,200 $2.4M
Advance Capital Management, Inc. 0.11% Add +159.2% 4,194 $2.4M
Second Line Capital, LLC 0.55% No change 4,178 $2.4M
Michels Family Financial, LLC 2.03% Reduce -1.9% 4,189 $2.4M
Portland Global Advisors LLC 0.28% Add +6.6% 4,185 $2.4M
JB Capital LLC 0.12% Add +3.6% 4,182 $2.4M
S&T Bank 0.72% No change 4,165 $2.4M
Culbertson A N & Co. Inc. 0.36% Add +13.5% 4,164 $2.4M
Absolute Capital Management, LLC 1.19% Add +33.3% 4,162 $2.4M
CFS Investment Advisory Services, LLC 0.19% Add +13.0% 4,154 $2.4M
Cherry Tree Wealth Management, LLC 0.55% Add +2.3% 4,139 $2.4M
Realta Investment Advisors 0.93% Add +17.4% 4,138 $2.4M
MIdWestOne Financial Group, Inc. 0.31% Reduce -6.5% 4,137 $2.3M
TruNorth Capital Management, LLC 0.52% Add +33.1% 4,127 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.7% 4,123 $2.3M
Heritage Wealth Management, Inc. 0.75% Add +3.5% 4,098 $2.3M
Bell Investment Advisors, Inc 0.40% Reduce -1.0% 4,097 $2.3M
Harfst & Associates, Inc. 0.48% Reduce -4.1% 4,094 $2.3M
Laurel Wealth Advisors LLC 0.35% Add +4.2% 4,074 $2.3M
Country Club Bank 0.15% Add +11.1% 4,078 $2.3M
Vantage Financial Partners, LLC 0.53% Reduce -50.3% 4,058 $2.3M
R.H. Investment Group, LLC 2.11% Add +11.1% 4,058 $2.3M
Qube Research & Technologies Ltd 0.00% Reduce -77.9% 4,047 $2.3M
Nova Wealth Management, Inc. 1.68% Add +0.3% 4,031 $2.3M
Intrua Financial, LLC 0.33% Add +9.8% 4,027 $2.3M
Heritage Financial Services, LLC 0.22% Add +24.5% 4,017 $2.3M
Capital Advantage, Inc. 0.36% Add +0.8% 4,004 $2.3M
Infinity Wealth Counsel, LLC 2.30% No change 4,000 $2.3M
Trust Co. of Toledo NA 0.25% Reduce -0.9% 3,991 $2.3M
Zullo Investment Group, Inc. 0.92% No change 3,990 $2.3M
CHB Investment Group, LLC 1.15% Add +0.5% 3,985 $2.3M
Mascoma Wealth Management LLC 0.52% No change 3,977 $2.3M
Aviance Capital Partners, LLC 0.30% Add +16.5% 3,976 $2.3M
Great Oak Capital Partners, LLC 0.65% Add +2.9% 3,940 $2.3M
Moloney Securities Asset Management, LLC 0.28% Add +10.3% 3,968 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.9% 3,967 $2.3M
Elevated Capital Advisors, LLC 0.63% No change 4,379 $2.3M
Onyx Bridge Wealth Group LLC 0.30% Reduce -1.9% 3,961 $2.3M
Cercano Management LLC 0.06% Reduce -50.0% 3,941 $2.2M
Sandbox Financial Partners, LLC 0.71% Add +3.7% 3,936 $2.2M
Index Fund Advisors, Inc. 0.13% Reduce -11.7% 3,927 $2.2M
Diversified Enterprises, LLC 0.17% Reduce -44.7% 3,901 $2.2M
Curran Financial Partners, LLC 0.49% Reduce -1.7% 3,899 $2.2M
Cannon Financial Strategists, Inc. 0.35% No change 3,895 $2.2M
HTG Investment Advisors, Inc. 0.82% No change 3,893 $2.2M
Squarepoint Ops LLC 0.00% Reduce -45.0% 3,892 $2.2M
Roble, Belko & Company, Inc 0.32% Reduce -0.9% 3,891 $2.2M
Vigilare Wealth Management 0.83% Reduce -40.9% 3,883 $2.2M
Linscomb Wealth, Inc. 0.10% Reduce -1.9% 3,879 $2.2M
Bedel Financial Consulting, Inc. 0.30% Add +19.4% 3,877 $2.2M
Violich Capital Management, Inc. 0.31% Reduce -30.3% 3,877 $2.2M
Tocqueville Asset Management L.P. 0.03% Add +23.6% 3,877 $2.2M
Tennessee Valley Asset Management Partners 0.56% Add +1.0% 3,875 $2.2M
Tyler-Stone Wealth Management 0.35% Add +0.3% 3,869 $2.2M
Chilton Capital Management LLC 0.08% Reduce -6.2% 3,862 $2.2M
Segment Wealth Management, LLC 0.14% No change 3,855 $2.2M
Raab & Moskowitz Asset Management LLC 0.52% Add +8.0% 3,849 $2.2M
Alaethes Wealth, LLC 0.65% Add +5.6% 3,826 $2.2M
Perkins Coie Trust Co 0.37% Add +5.3% 3,837 $2.2M
Peoples Bank 1.46% Add +0.8% 3,823 $2.2M
Nixon Peabody Trust Co. 0.17% Add +452.5% 3,812 $2.2M
Drive Wealth Management, LLC 0.47% Reduce -0.4% 3,781 $2.2M
Fearless Solutions, LLC dba Best Invest 1.51% Add +2.1% 3,792 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +0.5% 3,787 $2.2M
KKM Financial LLC 0.75% Add +0.7% 3,783 $2.1M
Optivise Advisory Services LLC 1.10% Add +9.9% 3,776 $2.1M
Eagle Global Advisors LLC 0.09% Add +124.1% 3,774 $2.1M
Enzi Wealth 0.78% Reduce -2.7% 3,738 $2.1M
Maripau Wealth Management LLC 1.08% Add +16.9% 3,767 $2.1M
Accelerate Investment Advisors LLC 1.59% Reduce -3.3% 3,767 $2.1M
Private Wealth Group, LLC 1.14% No change 3,758 $2.1M
Cooper Financial Group 0.25% Reduce -37.4% 3,757 $2.1M
Slagle Financial, LLC 0.86% Reduce -1.8% 3,753 $2.1M
Townsquare Capital LLC 0.21% Reduce -98.6% 3,752 $2.1M
Summit Financial Wealth Advisors, LLC 0.38% Add +679.3% 3,725 $2.1M
Vienna Asset Management LLC 1.46% New 3,721 $2.1M
Martel Wealth Advisors LLC 0.39% No change 3,713 $2.1M
Avantax Planning Partners, Inc. 0.07% Add +9.8% 3,712 $2.1M
PTM Wealth Management, LLC 1.39% Add +3.1% 3,663 $2.1M
Sims Investment Management, LLC 0.85% Reduce -2.1% 3,709 $2.1M
Aries Wealth Management 0.55% Reduce -11.3% 3,707 $2.1M
AXA S.A. 0.01% New 3,700 $2.1M
Summit X, LLC 0.39% Add +109.2% 3,700 $2.1M
WealthCollab, LLC 1.18% Reduce -5.1% 3,698 $2.1M
Von Berge Wealth Management Group, LLC 1.18% Add +3.3% 3,625 $2.1M
Valtinson Bruner Financial Planning LLC 0.66% Add +7.4% 3,687 $2.1M
Heritage Investment Group, Inc. 0.36% No change 3,675 $2.1M
Hengehold Capital Management LLC 0.19% Reduce -4.4% 3,674 $2.1M
CGN Advisors LLC 0.19% Add +141.1% 3,667 $2.1M
Advocacy Wealth Management, LLC 0.13% Reduce -69.2% 3,661 $2.1M
National Wealth Management Group, LLC 1.16% Add +149.2% 3,650 $2.1M
Passive Capital Management, LLC. 0.64% Add +3.0% 3,649 $2.1M
Oxbow Advisors, LLC 0.23% No change 3,647 $2.1M
Alterna Wealth Management, Inc. 1.66% Add +4.5% 3,641 $2.1M
Trueblood Wealth Management, LLC 0.86% Add +26.1% 3,639 $2.1M
Presper Financial Architects, LLC 1.54% — 3,635 $2.1M
Northstar Advisory Group, LLC 1.01% Reduce -1.0% 3,633 $2.1M
WealthShield Partners, LLC 0.25% Reduce -2.3% 3,626 $2.1M
Stonebridge Financial Group, LLC 0.20% Reduce -9.2% 3,615 $2.1M
Richardson Capital Management LLC 1.07% Add +44.1% 3,598 $2.0M
Cherrydale Wealth Management, LLC 0.71% Add +22.1% 3,597 $2.0M
First County Bank 1.10% Reduce -34.2% 3,592 $2.0M
Manuka Financial, LLC 1.11% Reduce -0.6% 3,583 $2.0M
Tradewinds Capital Management, LLC 0.51% Reduce -90.2% 3,576 $2.0M
Cornerstone Financial Group, LLC 1.73% Reduce -0.1% 3,574 $2.0M
Grandfield & Dodd, LLC 0.12% Reduce -3.4% 3,569 $2.0M
Baker Boyer National Bank 0.70% Reduce -10.8% 3,563 $2.0M
TCP Asset Management, LLC 0.40% Reduce -5.2% 3,554 $2.0M
Badgley Phelps Wealth Managers, LLC 0.04% Add +6.1% 3,542 $2.0M
Narus Financial Partners, LLC 0.63% Reduce -15.5% 3,544 $2.0M
Clarity Wealth Advisors, LLC 0.50% Add +26.5% 3,538 $2.0M
Diversified Portfolios, Inc. 0.19% Add +8.1% 3,538 $2.0M
Bragg Financial Advisors, Inc 0.07% Reduce -0.4% 3,532 $2.0M
Twin Peaks Wealth Advisors, LLC 0.65% Add +8.0% 3,393 $2.0M
WBH Advisory Inc. 0.17% Reduce -6.3% 3,523 $2.0M
Mezzasalma Advisors, LLC 0.60% Add +0.2% 3,494 $2.0M
Bensler, LLC 0.22% Reduce -1.9% 3,487 $2.0M
Wealth Effects LLC 0.74% Add +4.2% 3,484 $2.0M
Chesley Taft & Associates LLC 0.09% Add +16.5% 3,481 $2.0M
Verus Capital Partners, LLC 0.18% Reduce -7.5% 3,463 $2.0M
Evelyn Partners Investment Management (Europe) Ltd 0.71% No change 3,463 $2.0M
Core Wealth Partners LLC 1.00% Reduce -3.3% 3,462 $2.0M
Shade Tree Advisors LLC 1.71% Add +10.0% 3,451 $2.0M
Ascent Wealth Partners, LLC 0.24% Reduce -19.7% 3,448 $2.0M
Johnson Financial Group, Inc. 0.09% Add +25.0% 3,424 $2.0M
Trivium Point Advisory, LLC 0.21% Reduce -9.8% 3,434 $2.0M
Donaldson Capital Management, LLC 0.07% Reduce -6.8% 3,432 $1.9M
Pacific Capital Wealth Advisors, Inc. 0.36% Add +5.6% 3,414 $1.9M
Meridian Wealth Partners, LLC 0.28% Add +0.1% 3,425 $1.9M
Peak Planning Group, LLC 1.24% Add +7.6% 3,413 $1.9M
MSH Capital Advisors LLC 0.56% Add +0.9% 3,405 $1.9M
LJI Wealth Management, LLC 0.34% Add +8.0% 3,404 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.67% Add +0.3% 3,393 $1.9M
Latitude Advisors, LLC 0.97% Add +21.8% 3,397 $1.9M
TFR Capital, LLC. 0.70% Add +15.8% 3,392 $1.9M
PBMares Wealth Management LLC 0.35% Reduce -8.0% 3,391 $1.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.38% Reduce -1.3% 3,388 $1.9M
Boyce & Associates Wealth Consulting, Inc. 1.76% Add +123.1% 3,608 $1.9M
Hanson & Doremus Investment Management 0.26% Add +0.2% 3,377 $1.9M
Martin Worley Group 0.94% Add +15.7% 3,369 $1.9M
Meridian Wealth Advisors, LLC 0.30% Add +13.0% 3,368 $1.9M
Cheviot Value Management, LLC 0.22% Add +13.9% 3,262 $1.9M
Rossby Financial, LCC 0.72% Add +0.5% 3,355 $1.9M
Tamar Securities, LLC 0.23% Add +11.4% 3,349 $1.9M
Meridian Investment Counsel Inc. 0.52% Add +0.6% 3,345 $1.9M
Aspen Wealth Management LLC 0.47% No change 3,337 $1.9M
McCarter Private Wealth Services LLC 1.08% Reduce -0.5% 3,336 $1.9M
Indiana Trust & Investment Management Co 0.63% Reduce -0.3% 3,333 $1.9M
Leelyn Smith, LLC 0.31% No change 3,318 $1.9M
Retirement Financial Solutions, LLC 0.66% Reduce -0.0% 3,316 $1.9M
Granite FO LLC 1.07% No change 3,315 $1.9M
Capital Asset Advisory Services LLC 0.09% Reduce -1.0% 3,315 $1.9M
Frank, Rimerman Advisors LLC 0.13% No change 3,312 $1.9M
Alpha Financial Partners LLC 1.35% Add +99.3% 3,306 $1.9M
WealthTrak Capital Management LLC 1.57% Add +0.7% 3,298 $1.9M
Ellis Investment Partners, LLC 0.36% Add +6.4% 3,298 $1.9M
Virtus Wealth Solutions LLC 0.39% Add +11.5% 3,294 $1.9M
WESCAP Management Group, Inc. 0.43% Reduce -41.9% 3,291 $1.9M
Weinberger Asset Management, Inc 0.72% Add +6.5% 3,291 $1.9M
New Wave Wealth Advisors LLC 0.79% Add +9.0% 3,291 $1.9M
Investment Advisory Services Inc. /TX 0.62% Reduce -2.5% 3,289 $1.9M
Confluence Wealth Services, Inc. 0.10% Reduce -0.5% 3,288 $1.9M
Novare Capital Management LLC 0.15% No change 3,286 $1.9M
Spinnaker Trust 0.11% Add +3.0% 3,278 $1.9M
Madison Park Capital Advisors, LLC 1.57% Add +8.9% 3,275 $1.9M
Compass Ion Advisors, LLC 0.20% Add +18.6% 3,262 $1.9M
HFG Advisors, Inc. 1.46% Add +9.0% 3,253 $1.8M
Horizon Kinetics Asset Management LLC 0.02% Add +1.9% 3,247 $1.8M
Citizens National Bank Trust Department 0.37% Add +46.3% 3,240 $1.8M
Zions Bancorporation, National Association 0.10% No change 3,228 $1.8M
Hantz Financial Services, Inc. 0.03% Add +142.9% 3,226 $1.8M
Northwest Wealth Management, LLC 0.33% Add +6.5% 3,220 $1.8M
Asset Advisors Investment Management, LLC 0.18% Reduce -0.7% 3,220 $1.8M
Lavaca Capital LLC 0.74% Reduce -31.7% 3,207 $1.8M
Baker Avenue Asset Management, LP 0.05% Reduce -36.8% 3,205 $1.8M
Paladin Advisory Group, LLC 1.39% Reduce -6.4% 3,205 $1.8M
Towne Trust Company, N.A 0.64% Add +14.0% 3,203 $1.8M
Washington Trust Bank 0.15% Reduce -3.5% 3,202 $1.8M
MontVue Capital Management, Inc. 1.29% Add +0.2% 3,201 $1.8M
Wealth Management Resources, Inc. 0.62% Reduce -22.3% 3,200 $1.8M
Clearview Wealth Advisors LLC 1.26% Reduce -0.4% 3,188 $1.8M
Fayez Sarofim & Co 0.00% No change 3,187 $1.8M
Integrity Financial Corp 0.92% Reduce -52.0% 3,177 $1.8M
Fortress Wealth Management, Inc. 0.87% No change 3,174 $1.8M
Teamwork Financial Advisors, LLC 0.22% Reduce -3.2% 3,170 $1.8M
Blake Schutter Theil Wealth Advisors, LLC 2.03% Reduce -1.0% 3,151 $1.8M
Falcon Wealth Planning 0.18% Add +2.3% 3,147 $1.8M
Welch & Forbes LLC 0.02% Reduce -45.6% 3,139 $1.8M
Professional Advisory Services Inc. 0.22% Add +2.7% 3,135 $1.8M
Fiduciary Financial Group, LLC 0.32% Add +4.8% 3,132 $1.8M
IPG Investment Advisors LLC 0.34% Add +13.0% 3,102 $1.8M
Wolff Wiese Magana LLC 1.09% Add +14.0% 3,108 $1.8M
Horan Securities, Inc. 0.62% Add +1.6% 3,106 $1.8M
Ruedi Wealth Management, Inc. 0.52% Add +0.1% 3,101 $1.8M
Destiny Wealth Partners, LLC 0.24% Add +0.0% 3,095 $1.8M
Ames National Corp. 1.14% Add +3.7% 3,091 $1.8M
River Wealth Advisors LLC 0.22% Reduce -1.5% 3,090 $1.8M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -5.1% 3,080 $1.7M
Maridea Wealth Management LLC 0.45% Reduce -45.6% 3,067 $1.7M
Apriem Advisors 0.18% Reduce -1.7% 3,051 $1.7M
William Mack & Associates, Inc. 1.10% New 3,050 $1.7M
Morris Financial Concepts, Inc. 0.69% Add +2830.8% 3,048 $1.7M
Greystone Financial Group, LLC 0.28% Add +36.6% 3,037 $1.7M
Horizon Family Wealth, Inc. 1.05% No change 3,024 $1.7M
Bonfire Financial 1.41% Add +10.6% 3,014 $1.7M
Hassell Wealth Management, LLC 0.63% Reduce -7.9% 2,944 $1.7M
Kane Investment Management, Inc. 0.90% Reduce -5.5% 3,019 $1.7M
Lifeworks Advisors, LLC 0.26% Add +237.1% 3,014 $1.7M
Roger Wittlin Investment Advisory, LLC 0.95% Reduce -9.9% 3,005 $1.7M
Advus Financial Partners, LLC 0.44% Reduce -13.9% 3,003 $1.7M
Princeton Global Asset Management LLC 0.31% Add +24.9% 3,003 $1.7M
Darrow Company, Inc. 0.86% No change 3,003 $1.7M
KMT Wealth Management, LLC 1.00% Reduce -57.8% 2,996 $1.7M
Premier Path Wealth Partners, LLC 0.24% Reduce -0.6% 2,990 $1.7M
Mullaney, Keating & Wright, Inc. 1.11% Add +2.9% 2,971 $1.7M
Portside Wealth Group, LLC 0.25% Add +3.8% 2,967 $1.7M
Occidental Asset Management, LLC 0.23% Reduce -10.2% 2,964 $1.7M
NDVR, Inc. 1.57% Reduce -1.6% 2,948 $1.7M
Integrated Capital Management, LLC 0.80% Reduce -8.8% 2,888 $1.7M
Foster Group, Inc. 0.06% Add +24.8% 2,929 $1.7M
Stonebridge Financial Planning Group, LLC 0.69% Reduce -2.2% 2,914 $1.7M
Van Cleef Asset Management,Inc 0.18% Add +0.1% 2,913 $1.7M
Pacific Center for Financial Services 0.45% Add +4.5% 2,912 $1.7M
Valley Forge Investment Consultants Inc. Adv 0.53% No change 2,906 $1.7M
CFC Planning Co LLC 1.59% Add +11.4% 2,902 $1.6M
Old North State Wealth Management, LLC 0.86% Add +169.4% 2,893 $1.6M
Gradient Investments LLC 0.03% Add +30.6% 2,895 $1.6M
Watts Gwilliam & Co., LLC 0.27% Reduce -4.6% 2,700 $1.6M
Resolute Wealth Strategies, LLC 0.88% Add +488.8% 2,885 $1.6M
Elevate Capital Advisors, LLC 1.31% Reduce -59.3% 2,883 $1.6M
Willis Johnson & Associates, Inc. 0.11% Reduce -1.8% 2,881 $1.6M
Invst, LLC 0.20% Add +37.3% 2,879 $1.6M
Libra Wealth LLC 0.53% Add +0.7% 2,870 $1.6M
Grange Capital, LLC 1.70% Reduce -23.0% 2,861 $1.6M
Cassaday & Co Wealth Management LLC 0.04% Reduce -39.2% 2,860 $1.6M
HMS Capital Management, LLC 0.73% Reduce -9.0% 2,854 $1.6M
Concord Asset Management, LLC 0.24% New 2,847 $1.6M
Concord Wealth Partners 0.24% Add +179.9% 2,847 $1.6M
Hamilton Point Investment Advisors, LLC 0.27% Reduce -0.7% 2,835 $1.6M
Smith Salley Wealth Management 0.09% Add +7.3% 2,834 $1.6M
BXM Wealth LLC 1.91% Add +13.2% 2,831 $1.6M
Peterson Wealth Advisors, LLC 0.27% Add +3.0% 2,828 $1.6M
Tillman Hartley LLC 0.45% Add +109.6% 2,823 $1.6M
Thomist Capital Management, LP 0.96% New 2,812 $1.6M
Levin Capital Strategies, L.P. 0.16% Reduce -0.6% 2,804 $1.6M
1ST Source Bank 0.09% Add +0.3% 2,799 $1.6M
Awm Capital, LLC 0.17% Reduce -16.3% 2,789 $1.6M
Cambria Investment Management, L.P. 0.11% New 2,798 $1.6M
Arkfeld Wealth Strategies, L.L.C. 0.63% Reduce -1.1% 2,784 $1.6M
Kooman & Associates 0.54% Add +0.0% 2,794 $1.6M
Sittner & Nelson, LLC 0.64% Add +24.3% 2,790 $1.6M
Enterprise Bank & Trust Co 0.59% Reduce -2.5% 2,789 $1.6M
Capstone Financial Advisors, Inc. 0.09% Add +20.6% 2,781 $1.6M
Procyon Advisors, LLC 0.15% Reduce -43.1% 2,777 $1.6M
Inman Jager Wealth Management, LLC 1.07% Reduce -0.1% 2,775 $1.6M
NorthCrest Asset Manangement, LLC 0.04% Add +1.4% 2,733 $1.6M
Cascade Financial Partners, LLC 0.19% Reduce -8.2% 2,750 $1.6M
Schiavi & Co LLC 0.53% No change 2,749 $1.6M
Corundum Group, Inc. 0.69% Add +6.1% 2,748 $1.6M
Riverview Trust Co 1.95% No change 2,740 $1.6M
Bourgeon Capital Management LLC 0.31% No change 2,739 $1.6M
Marietta Investment Partners LLC 0.34% No change 2,738 $1.6M
BFI Infinity Ltd. 1.30% Add +60.4% 2,734 $1.6M
BetterWealth, LLC 0.40% No change 2,730 $1.6M
Strategic Financial Partners, Ltd. 0.72% Reduce -1.7% 2,723 $1.5M
OneAscent Wealth Management LLC 0.57% Reduce -12.9% 2,722 $1.5M
Cyndeo Wealth Partners, LLC 0.09% Add +11.6% 2,722 $1.5M
Bulltick Wealth Management, LLC 0.38% Reduce -60.3% 2,705 $1.5M
Amplius Wealth Advisors, LLC 0.14% Add +27.7% 2,712 $1.5M
RiverFront Investment Group, LLC 0.03% Reduce -3.0% 2,711 $1.5M
Verisail Partners, LLC 0.65% Reduce -0.4% 2,701 $1.5M
Private Wealth Partners, LLC 0.12% Add +0.9% 2,700 $1.5M
Advisors Preferred, LLC 0.25% Reduce -6.9% 2,700 $1.5M
Willow Creek Wealth Management Inc. 0.14% Add +85.5% 2,691 $1.5M
Man Group plc 0.00% New 2,682 $1.5M
Ellevest, Inc. 0.24% Add +23.0% 2,680 $1.5M
Chemistry Wealth Management LLC 0.33% Add +0.2% 2,679 $1.5M
Oarsman Capital, Inc. 0.24% Reduce -20.4% 2,667 $1.5M
HHM Wealth Advisors, LLC 0.18% Reduce -1.5% 2,667 $1.5M
Harmony Asset Management LLC 0.56% Add +4.2% 2,656 $1.5M
Burke & Herbert Bank & Trust Co. 0.34% Reduce -30.5% 2,644 $1.5M
LGL Partners, LLC 0.66% Add +42.3% 2,572 $1.5M
Madrona Financial Services, LLC 0.36% Add +5.2% 2,629 $1.5M
Independence Financial Advisors, LLC 0.58% No change 2,624 $1.5M
Cibc World Markets Corp. 0.01% Add +0.3% 2,622 $1.5M
King Wealth Management Group 0.20% Add +27.5% 2,618 $1.5M
BHK Investment Advisors, LLC 0.58% No change 2,617 $1.5M
Madison Wealth Partners, Inc 0.32% Add +17.5% 2,609 $1.5M
Wingate Wealth Advisors, Inc. 1.32% Add +5.0% 2,606 $1.5M
New Republic Capital, LLC 0.52% Add +6.2% 2,590 $1.5M
EagleClaw Capital Managment, LLC 0.22% No change 2,592 $1.5M
Claris Financial LLC 1.11% Add +0.1% 2,592 $1.5M
Family Manage LLC 0.22% Add +27.1% 2,591 $1.5M
Accurate Wealth Management, LLC 0.22% Add +75.7% 2,553 $1.5M
Cape Cod Five Cents Savings Bank 0.13% No change 2,778 $1.5M
BlackDiamond Wealth Management, LLC 0.84% No change 2,578 $1.5M
M.E. Allison & Co., Inc. 1.18% Add +136.1% 2,576 $1.5M
Ibex Wealth Advisors 0.16% New 2,573 $1.5M
Compton Wealth Advisory Group, LLC 0.37% Add +41.5% 2,558 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.67% Add +0.2% 2,557 $1.5M
Trustmark Bank Trust Department 0.10% Reduce -18.1% 2,557 $1.5M
Orcam Financial Group 1.26% Reduce -10.1% 2,555 $1.5M
Invesco Ltd. 0.00% Reduce -0.7% 2,547 $1.4M
Level Wealth Management LLC 0.84% Reduce -0.3% 2,541 $1.4M
Midwest Heritage Bank, FSB 0.54% Add +4.4% 2,530 $1.4M
Miller Investment Management, LP 0.15% No change 2,529 $1.4M
Jim Saulnier & Associates, LLC 0.98% Add +0.0% 2,524 $1.4M
TFC Financial Management, Inc. 0.20% Add +11.8% 2,521 $1.4M
Beck Mack & Oliver LLC 0.03% No change 2,505 $1.4M
Adamsbrown Wealth Consultants LLC 0.41% Reduce -4.3% 2,502 $1.4M
Geometric Wealth Advisors 0.21% Add +0.8% 2,497 $1.4M
Capstone Wealth Management Group LLC 1.03% Reduce -10.4% 2,496 $1.4M
Summit Place Financial Advisors, LLC 0.71% Add +0.4% 2,490 $1.4M
Valley Financial Group, Inc. 0.86% Reduce -4.7% 2,490 $1.4M
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -6.0% 2,482 $1.4M
Coastal Bridge Advisors, LLC 0.12% Add +6.6% 2,479 $1.4M
City State Bank 0.44% Add +21.1% 2,468 $1.4M
Magnolia Private Wealth, LLC 1.09% Reduce -5.5% 2,466 $1.4M
Sandhill Capital Partners LLC 0.10% Add +12.5% 2,462 $1.4M
Garden State Investment Advisory Services LLC 0.38% Add +0.7% 2,455 $1.4M
Smith Thornton Advisors LLC 0.80% No change 2,457 $1.4M
MADDEN SECURITIES Corp 0.48% Reduce -0.4% 2,457 $1.4M
Dimension Capital Management LLC 0.22% Add +57.0% 2,457 $1.4M
Evolution Advisers, Inc. 0.68% Reduce -3.5% 2,448 $1.4M
Sather Financial Group Inc 0.08% Reduce -0.9% 2,454 $1.4M
Obsidian Personal Planning Solutions LLC 0.56% Add +58.3% 2,453 $1.4M
Sightline Wealth Advisors, LLC 0.67% Reduce -25.9% 2,449 $1.4M
Hamilton Capital, LLC 0.08% Add +16.9% 2,444 $1.4M
Round Rock Advisors LLC 0.24% Reduce -13.8% 2,441 $1.4M
Cahill Financial Advisors Inc. 0.17% Add +0.8% 2,435 $1.4M
Kaizen Financial Strategies 0.71% Add +1.2% 2,435 $1.4M
Rockingstone Advisors LLC 0.72% Reduce -1.4% 2,426 $1.4M
Zevin Asset Management LLC 0.20% No change 2,424 $1.4M
Herbst Group, LLC 0.82% Add +24.1% 2,420 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.38% Add +39.7% 2,416 $1.4M
Wealthquest Corp 0.11% Reduce -2.0% 2,416 $1.4M
BG Investment Services, LLC 1.71% Add +1.9% 2,414 $1.4M
Jupiter Wealth Management LLC 0.69% No change 2,312 $1.4M
Pacific Asset Management, LLC 1.10% Add +2.7% 2,410 $1.4M
Glen Eagle Advisors, LLC 0.21% Add +11.4% 2,409 $1.4M
LPWM LLC 0.40% Add +0.3% 2,408 $1.4M
Forthright Family Wealth Advisory LLC 0.86% Reduce -33.7% 2,395 $1.4M
RB Capital Management, LLC 0.32% Reduce -0.4% 2,395 $1.4M
Elite Financial, Inc. 0.67% Reduce -3.1% 2,345 $1.4M
Chapman Financial Group, LLC 1.15% — 2,393 $1.4M
Planning Directions Inc. 0.76% Reduce -43.4% 2,392 $1.4M
MV Capital Management, Inc. 0.14% Reduce -14.7% 2,392 $1.4M
V2 Financial group LLC 0.82% Reduce -2.6% 2,386 $1.4M
Silverlake Wealth Management LLC 0.40% Add +36.7% 2,378 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.29% Add +1.0% 2,369 $1.3M
Select Asset Management & Trust 0.46% Reduce -1.7% 2,363 $1.3M
Chapin Davis, Inc. 0.37% Add +0.0% 2,363 $1.3M
Snider Financial Group 0.39% Add +0.4% 2,355 $1.3M
Partners Wealth Management, LLC 1.52% No change 2,588 $1.3M
Great Diamond Partners, LLC 0.28% New 2,350 $1.3M
Parr McKnight Wealth Management Group, LLC 0.18% Add +10.7% 2,348 $1.3M
Mystic Asset Management, Inc. 0.32% Add +2.0% 2,337 $1.3M
Total Investment Management Inc. 0.19% Add +13.4% 2,333 $1.3M
Anfield Capital Management, LLC 0.44% Add +1.8% 2,333 $1.3M
Cross Staff Investments Inc 0.98% No change 2,320 $1.3M
Rakuten Securities, Inc. 0.52% Reduce -27.6% 2,320 $1.3M
Eagle Bay Advisors LLC 1.09% Reduce -3.9% 2,307 $1.3M
Klingenstein Fields & Co. LP 0.05% No change 2,308 $1.3M
Meridian Management Co. 0.36% No change 2,251 $1.3M
Sierra Ocean, LLC 0.94% Reduce -5.5% 2,299 $1.3M
Heritage Wealth Management, Inc. 0.98% Reduce -24.7% 2,285 $1.3M
Catalyst Private Wealth, LLC 0.58% Add +13.8% 2,285 $1.3M
Clear Point Advisors Inc. 1.09% Add +9.2% 2,283 $1.3M
TLWM 0.24% Add +10.9% 2,269 $1.3M
Rovin Capital /Ut/ 0.39% Reduce -1.6% 2,267 $1.3M
PKS Advisory Services, LLC 0.32% Add +44.3% 2,301 $1.3M
Parcion Private Wealth LLC 0.09% No change 2,266 $1.3M
Peterson Wealth Services 0.35% Add +1.2% 2,266 $1.3M
Wimmer Associates 1, LLC 0.66% Add +4.2% 2,263 $1.3M
Alkeme Wealth, LLC 0.57% Add +1.8% 2,263 $1.3M
Silicon Valley Capital Partners 0.13% Add +3.3% 2,260 $1.3M
Synergy Asset Management, LLC 0.15% Add +46.4% 2,252 $1.3M
KCM Investment Advisors LLC 0.04% Add +15.3% 2,246 $1.3M
McGuire Investment Group, LLC 0.16% Reduce -4.3% 2,243 $1.3M
Mustard Seed Financial, LLC 0.91% Reduce -7.7% 2,232 $1.3M
FRG Family Wealth Advisors LLC 0.22% Add +0.5% 2,232 $1.3M
Capital Square, LLC 0.68% Add +1.3% 2,211 $1.3M
Maple Capital Management, Inc. 0.09% Reduce -3.0% 2,231 $1.3M
GAMCO Investors 0.01% New 2,227 $1.3M
Creekmur Asset Management LLC 0.22% Add +15.8% 2,226 $1.3M
DecisionPoint Financial, LLC 0.32% Add +4.2% 2,226 $1.3M
Compass Financial Services Inc 0.61% No change 2,223 $1.3M
PVG Asset Management Corp. 4.29% Reduce -0.2% 2,219 $1.3M
Gill Capital Partners, LLC 0.40% Add +2.5% 2,216 $1.3M
Smallwood Wealth Investment Management, LLC 0.72% No change 2,209 $1.3M
Stonekeep Investments, LLC 0.84% Add +3.4% 2,206 $1.3M
WealthPlan Investment Management, LLC 0.09% New 2,205 $1.3M
Fairman Group, LLC 1.03% Add +9.6% 2,199 $1.3M
Rezny Wealth Management, Inc. 0.31% No change 2,204 $1.3M
Wealth Management Nebraska 0.17% Add +15.3% 2,207 $1.3M
CapWealth Advisors, LLC 0.12% Reduce -1.0% 2,197 $1.2M
Retirement Solution LLC 0.32% Add +34.3% 2,191 $1.2M
Cresta Advisors, Ltd. 0.60% No change 2,185 $1.2M
Bernardo Wealth Planning LLC 0.27% No change 2,184 $1.2M
Cullen Investment Group, LTD. 0.17% Add +11.8% 2,180 $1.2M
Allium Financial Advisors, LLC 1.08% Add +0.6% 2,177 $1.2M
Hill Investment Group Partners, LLC 0.16% New 2,170 $1.2M
Melone Private Wealth, LLC 0.63% Reduce -2.5% 2,174 $1.2M
Hershey Financial Advisers, LLC 1.10% — 2,168 $1.2M
Blue Chip Partners, LLC 0.10% New 2,167 $1.2M
Petredis Investment Advisors LLC 0.11% New 2,166 $1.2M
Colonial Trust Advisors 0.10% No change 2,158 $1.2M
FSA Advisors, Inc. 1.00% Reduce -87.2% 2,156 $1.2M
Inscription Capital, LLC 0.18% Reduce -44.1% 2,153 $1.2M
MOKAN Wealth Management Inc. 0.68% Add +17.2% 2,149 $1.2M
New Hampshire Trust 0.26% Add +39.8% 2,149 $1.2M
Farmers National Bank 0.32% Add +5.8% 2,148 $1.2M
Kelman-Lazarov, Inc. 0.20% Add +58.9% 2,147 $1.2M
FLC Capital Advisors 0.25% Add +6.2% 2,145 $1.2M
Kieckhefer Group LLC 0.66% Add +47.7% 2,143 $1.2M
Victory Capital Management Inc. 0.00% Reduce -98.5% 2,143 $1.2M
RVW Wealth, LLC 0.10% Add +20.0% 2,136 $1.2M
Walker Asset Management, LLC 0.70% Add +25.5% 2,132 $1.2M
Creekside Partners 0.57% Add +14.7% 2,126 $1.2M
SlateStone Wealth, LLC 0.11% Reduce -8.7% 2,118 $1.2M
Vista Investment Partners LLC 0.35% New 2,115 $1.2M
Asset Allocation Strategies LLC 0.27% Add +4.0% 2,112 $1.2M
Alteri Wealth LLC 0.46% Reduce -4.7% 2,106 $1.2M
Strata Wealth Advisors, LLC 0.33% Add +4.9% 2,105 $1.2M
Group One Trading LLC 0.04% Reduce -42.1% 2,103 $1.2M
Thomasville National Bank 0.08% Reduce -1.4% 2,101 $1.2M
Smart Money Group LLC 0.37% Add +10.3% 2,098 $1.2M
Keystone Financial Services, LLC 0.90% Add +1.0% 2,096 $1.2M
IAG Wealth Partners, LLC 0.16% No change 2,094 $1.2M
Juncture Wealth Strategies, LLC 0.42% Reduce -1.2% 2,093 $1.2M
MSA Advisors, LLC 0.30% No change 2,093 $1.2M
Oakwell Private Wealth Management, LLC 0.27% Add +13.2% 2,082 $1.2M
Edgemoor Investment Advisors, Inc. 0.10% No change 2,078 $1.2M
AIFG Consultants Ltd. 2.30% Reduce -4.8% 2,077 $1.2M
Glaxis Capital Management, LLC 1.57% No change 2,073 $1.2M
Moneco Advisors, LLC 0.11% Reduce -3.7% 2,070 $1.2M
Park Place Capital Corp 0.27% Add +1.0% 2,069 $1.2M
GatePass Capital, LLC 0.79% Add +0.5% 2,067 $1.2M
Warther Private Wealth, LLC 0.31% Add +7.4% 2,064 $1.2M
Tandem Investment Partners LLC 1.02% New 2,058 $1.2M
Baxter Bros Inc. 0.14% New 2,056 $1.2M
Up Strategic Wealth Investment Advisors LLC 0.91% No change 2,054 $1.2M
Beck Capital Management, LLC 0.29% Add +2.7% 2,051 $1.2M
GEM Asset Management, LLC 0.59% Add +0.2% 2,036 $1.2M
SFG Wealth Management, LLC. 0.70% Reduce -3.2% 2,038 $1.2M
Fairview Capital Investment Management, LLC 0.06% Add +0.5% 2,034 $1.2M
Ameliora Wealth Management Ltd. 0.41% Add +12.3% 2,030 $1.2M
Olistico Wealth, LLC 0.64% Reduce -11.5% 2,026 $1.2M
Argonautica Private Wealth Management, Inc. 0.36% Add +1.8% 2,025 $1.2M
Acas, LLC 0.77% Reduce -1.2% 1,928 $1.1M
Baron Wealth Management LLC 0.40% Add +0.2% 2,010 $1.1M
Birch Hill Investment Advisors LLC 0.05% Reduce -2.4% 2,006 $1.1M
Kanawha Capital Management LLC 0.08% No change 2,004 $1.1M
Foguth Wealth Management, LLC. 0.24% Add +7.8% 2,004 $1.1M
GAMMA Investing LLC 0.07% Add +21.2% 2,003 $1.1M
HM Payson & Co. 0.02% Reduce -16.0% 1,996 $1.1M
Brand Asset Management Group, Inc. 0.42% Reduce -21.2% 1,996 $1.1M
NTV Asset Management LLC 0.14% Add +17.4% 1,991 $1.1M
Fingerlakes Wealth Management, Inc. 0.84% Add +31.4% 1,990 $1.1M
Vontobel Holding Ltd. 0.00% Add +142.4% 1,988 $1.1M
4WEALTH Advisors, Inc. 1.17% Add +18.8% 1,986 $1.1M
VERITY Wealth Advisors 0.76% No change 1,985 $1.1M
Duncker Streett & Co. Inc. 0.21% Add +5.3% 1,984 $1.1M
Trifecta Capital Advisors, LLC 0.19% Add +43.2% 1,982 $1.1M
Goelzer Investment Management, Inc. 0.06% Add +14.8% 1,981 $1.1M
Beacon Financial Advisory LLC 0.29% Reduce -15.8% 1,976 $1.1M
Allred Capital Management, LLC 0.42% Add +7.4% 1,970 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -5.3% 1,969 $1.1M
Wulff, Hansen & Co. 0.96% New 1,966 $1.1M
Refined Wealth Management 0.76% Add +0.1% 1,959 $1.1M
Wilkins Miller Wealth Management, LLC 0.76% Add +29.7% 1,957 $1.1M
New Age Alpha Advisors, LLC 0.05% Add +40.0% 1,953 $1.1M
Sensible Money, LLC 0.42% Reduce -30.5% 1,952 $1.1M
Toth Financial Advisory Corp. 0.13% Reduce -5.9% 1,949 $1.1M
Lynx Investment Advisory 0.72% No change 1,949 $1.1M
Cura Wealth Advisors, LLC 0.51% Add +15.8% 1,946 $1.1M
Motive Wealth Advisors 0.50% New 1,944 $1.1M
49 Wealth Management, LLC 0.12% Add +3.9% 1,941 $1.1M
Adell Harriman & Carpenter Inc. 0.07% Add +50.0% 1,940 $1.1M
Plum Street Advisors, LLC 0.49% Add +1.7% 1,937 $1.1M
Fortune Financial Advisors, LLC 0.88% Reduce -3.2% 1,932 $1.1M
Avenir Corp. 0.11% No change 1,930 $1.1M
Broadleaf Partners, LLC 0.24% Reduce -16.4% 1,924 $1.1M
RPS Advisory Solutions LLC 0.60% Add +29.6% 1,923 $1.1M
Sherwood Financial Partners, LLC 1.00% Add +0.3% 1,922 $1.1M
Morling Financial Advisors, LLC 0.36% No change 1,921 $1.1M
Morey & Quinn Wealth Partners, LLC 0.87% Add +6.7% 1,921 $1.1M
Mfa Wealth Advisors, LLC 0.26% Add +56.4% 1,918 $1.1M
Independent Advisor Alliance 0.03% New 1,917 $1.1M
Resources Management Corp. /CT/ 0.15% Add +3.4% 1,915 $1.1M
Chilton Investment Co. Inc. 0.02% Add +9.9% 1,903 $1.1M
Plotkin Financial Advisors, LLC 0.60% Reduce -1.9% 1,901 $1.1M
Presilium Private Wealth, LLC 0.22% Add +4.1% 1,897 $1.1M
SMI Advisory Services, LLC 0.21% New 1,878 $1.1M
Northeast Financial Group, Inc. 0.34% Reduce -15.1% 1,892 $1.1M
Beacon Wealthcare LLC 0.41% Add +222.7% 1,891 $1.1M
Neumann Capital Management, LLC 0.34% Add +16.1% 1,891 $1.1M
Meridian Financial Advisors, LLC 0.69% Add +17.1% 1,884 $1.1M
Millstone Evans Group, LLC 0.73% Reduce -19.1% 1,880 $1.1M
Austin Private Wealth, LLC 0.08% Reduce -1.1% 1,879 $1.1M
Perennial Advisors, LLC 0.20% Reduce -0.2% 1,877 $1.1M
IMPACTfolio, LLC 0.50% Add +0.1% 1,869 $1.1M
Anderson Hoagland & Co. 0.10% No change 1,866 $1.1M
Parallax Volatility Advisers, L.P. 0.05% New 1,865 $1.1M
Summit Wealth Group LLC / Co. 0.27% — 1,854 $1.1M
WealthPLAN Partners, LLC 0.17% Reduce -19.3% 1,856 $1.1M
First Financial Bank - Trust Division 0.09% Add +0.2% 1,855 $1.1M
Iron Horse Wealth Management, LLC 0.31% Reduce -0.6% 1,854 $1.1M
City National Bank of Florida 0.77% Add +6.0% 1,853 $1.1M
Financial Futures Ltd Liability Co. 0.56% Add +2.6% 1,852 $1.1M
Strategic Financial Concepts, LLC 0.15% Reduce -92.5% 1,845 $1.0M
Opes Wealth Management LLC 0.19% Add +42.4% 1,843 $1.0M
Aurora Private Wealth, Inc. 0.77% Add +0.2% 1,842 $1.0M
Retirement Planning Co of New England, Inc. 0.47% Reduce -0.5% 1,841 $1.0M
Prosperity Consulting Group, LLC 0.08% Add +0.3% 1,839 $1.0M
Financial Advisory Corp 0.16% Reduce -37.4% 1,837 $1.0M
Accredited Investor Services, LLC 0.79% Add +0.1% 1,830 $1.0M
Fielder Capital Group LLC 0.28% No change 1,829 $1.0M
Accretive Wealth Partners, LLC 0.34% No change 1,828 $1.0M
Van Hulzen Asset Management, LLC 0.09% Add +11.6% 1,822 $1.0M
CX Institutional 0.04% Reduce -49.8% 1,819 $1.0M
Financial Counselors Inc. 1.46% Reduce -98.3% 1,817 $1.0M
Fortis Group Advisors, LLC 0.19% Add +705.9% 1,781 $1.0M
Spectrum Wealth Advisory Group, LLC 0.48% New 1,815 $1.0M
Triton Wealth Management, PLLC 0.44% — 1,768 $1.0M
Capstone Wealth Management Group, LLC 0.99% No change 1,814 $1.0M
CPA Asset Management Group, LLC 0.43% No change 1,811 $1.0M
Bedell Frazier Investment Counselling, LLC 0.26% Reduce -75.9% 1,810 $1.0M
Wealth Dimensions Group, Ltd. 0.23% Add +0.4% 1,806 $1.0M
Crews Bank & Trust 0.16% Add +20.7% 1,806 $1.0M
Ritter Daniher Financial Advisory LLC / DE 0.25% Add +0.1% 1,804 $1.0M
Peoples Financial Services Corp. 0.51% Add +1.1% 1,799 $1.0M
Pinkerton Wealth, LLC 0.12% Add +13.8% 1,795 $1.0M
Acorn Wealth Advisors, LLC 0.38% Reduce -3.7% 1,793 $1.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.11% Add +12.9% 1,791 $1.0M
Burns J W & Co. Inc. 0.12% No change 1,790 $1.0M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,790 $1.0M
Jessup Wealth Management, Inc 0.41% Reduce -1.5% 1,787 $1.0M
Power Wealth Management LLC 0.39% Reduce -8.6% 1,786 $1.0M
Tidemark, LLC 0.33% Add +2.2% 1,781 $1.0M
Austin Wealth Management, LLC 0.18% Reduce -49.9% 1,739 $1.0M
New Millennium Group LLC 0.56% Reduce -2.5% 1,776 $1.0M
Optima Capital LLC 0.54% Add +3.0% 1,776 $1.0M
Global Wealth Management Investment Advisory, Inc. 0.19% New 1,770 $1.0M
Twin City Private Wealth, LLC 0.82% Add +1.4% 1,754 $999K
Regatta Capital Group, LLC 0.17% New 1,756 $997K
Barrett & Company, Inc. 0.37% No change 1,748 $993K
Sage Investment Counsel LLC 1.15% Add +7.4% 1,745 $991K
Financial Freedom, LLC 0.53% No change 1,742 $990K
Castleview Partners, LLC 0.64% Reduce -32.1% 1,741 $989K
Signet Financial Management, LLC 0.12% Add +5.5% 1,741 $989K
RAM Investment Partners, LLC 0.21% Add +67.0% 1,738 $987K
OneAscent Family Office, LLC 0.93% Add +30.2% 1,738 $987K
Graves Light Lenhart Wealth, Inc. 0.12% Add +2.3% 1,736 $986K
Mission Creek Capital Partners, Inc. 0.22% Reduce -2.7% 1,736 $986K
WealthBridge Capital Management, LLC 0.25% Reduce -2.3% 1,736 $986K
Crown Wealth Group, LLC 0.37% Add +142.4% 1,731 $983K
Atticus Wealth Management, LLC 0.27% Add +91.5% 1,729 $982K
McRae Capital Management Inc. 0.20% No change 1,721 $978K
Chesapeake Wealth Management 0.33% No change 1,719 $976K
Carmel Capital Partners, LLC 0.34% Add +310.5% 1,716 $975K
Congress Asset Management Co. 0.01% No change 1,711 $972K
Marshall Investment Management, LLC 4.61% Reduce -30.7% 1,709 $971K
Grey Ledge Advisors, LLC 0.24% Reduce -35.3% 1,705 $968K
Icon Wealth Advisors, LLC 0.07% New 1,705 $968K
Lee Financial Co 0.14% Add +23.1% 1,701 $968K
Horizon Bancorp Inc. 0.49% New 1,700 $966K
Dudley Capital Management, LLC 0.48% Add +0.1% 1,696 $963K
Revisor Wealth Management LLC 0.35% Add +6.0% 1,669 $960K
SwitchPoint Financial Planning, LLC 0.78% Add +0.8% 1,684 $957K
Summit Asset Management, LLC 0.16% No change 1,683 $956K
Gryphon Financial Partners LLC 0.12% Add +47.5% 1,681 $955K
Iams Wealth Management, LLC 0.44% New 1,680 $954K
Empirical Finance, LLC 0.05% Add +0.4% 1,679 $954K
Wallace Capital Management Inc. 0.13% Add +1.5% 1,671 $949K
LCNB Corp. 0.33% Reduce -34.3% 1,670 $949K
CLG LLC 0.30% No change 1,670 $949K
Midwest Capital Advisors, LLC 0.50% Add +0.2% 1,667 $947K
Kesler, Norman & Wride, LLC 0.17% Add +318.8% 1,667 $947K
AMJ Financial Wealth Management 0.24% Reduce -25.6% 1,660 $943K
Shaker Investments LLC 0.39% Reduce -1.8% 1,659 $943K
Total Clarity Wealth Management, Inc. 0.27% Reduce -45.6% 1,655 $940K
ORBA Wealth Advisors, L.L.C. 0.86% Add +2.2% 1,655 $940K
Northern Capital Management, Inc. 0.55% Add +13.9% 1,654 $940K
Stanich Group LLC 0.84% Add +62.6% 1,636 $940K
Fairvoy Private Wealth, LLC 0.23% Add +0.2% 1,651 $938K
Coston, McIsaac & Partners 0.24% Add +48.1% 1,643 $933K
TCFG Wealth Management, LLC 0.42% Add +101.1% 1,641 $932K
Legacy Wealth Management, LLC / MS 0.28% No change 1,641 $932K
Williams & Novak, LLC 0.79% No change 1,638 $930K
Wealth Management Strategies, Inc. 0.50% No change 1,632 $927K
Matauro, LLC 0.17% Reduce -0.2% 1,630 $926K
Dupree Financial Group, LLC 0.36% Reduce -1.3% 1,628 $925K
Financial Connections Group, Inc. 0.38% Reduce -3.0% 1,627 $924K
Carter Financial Group, INC. 0.60% — 1,625 $923K
First Nebraska Trust Co 0.09% No change 1,624 $922K
Pathway Financial Advisors LLC 0.13% Add +1.1% 1,618 $919K
Sequent Planning LLC 0.29% Add +0.9% 1,617 $919K
Carrera Capital Advisors 0.18% Reduce -8.0% 1,612 $919K
Arcus Capital Partners, LLC 0.40% Reduce -4.0% 1,615 $918K
Richard P Slaughter Associates Inc 0.19% Reduce -5.5% 1,613 $916K
Anchor Capital Advisors LLC 0.03% Add +78.3% 1,612 $916K
Azimuth Capital Investment Management LLC 0.03% Reduce -3.0% 1,611 $915K
Brogan Financial, Inc. 0.41% Add +0.5% 1,610 $914K
Pine Harbor Wealth Management, LLC 0.32% Add +0.8% 1,607 $913K
Strategic Wealth Partners, Ltd. 0.07% — 1,605 $912K
Colonial Trust Co / SC 0.13% Reduce -0.6% 1,598 $908K
Wealth Alliance, LLC 0.10% Add +8.1% 1,598 $908K
Montis Financial, LLC 0.25% Reduce -14.6% 1,597 $907K
LifeGoal Investments, LLC 0.86% Reduce -45.9% 1,595 $906K
Washington Capital Management, Inc. 0.67% Add +1.1% 1,593 $905K
Key Financial Inc 0.18% Reduce -5.4% 1,585 $900K
Valley Wealth Managers, Inc. 0.06% Reduce -15.7% 1,584 $900K
TKG Advisors, LLC 0.40% Add +68.3% 1,579 $897K
FreeGulliver LLC 0.41% Add +0.1% 1,578 $896K
One Charles Private Wealth Services, LLC 0.25% Add +3.3% 1,575 $895K
Howe & Rusling Inc. 0.07% Add +2.8% 1,570 $892K
Arcadia Investment Advisors LLC 0.46% No change 1,569 $891K
Flywheel Private Wealth LLC 0.71% No change 1,565 $889K
Woodley Farra Manion Portfolio Management Inc. 0.04% Add +0.9% 1,560 $889K
Almanack Investment Partners, LLC. 0.14% Reduce -44.6% 1,565 $889K
Momentum Wealth Planning, LLC 0.77% — 1,558 $888K
Greenberg Financial Group 0.33% Add +14.6% 1,292 $887K
DHJJ Financial Advisors, Ltd. 0.32% Add +10.4% 1,559 $885K
Forefront Wealth Partners, LLC 0.61% Reduce -61.1% 1,642 $885K
Tableaux LLC 0.51% Add +52.6% 1,557 $884K
Vestment Financial LLC 0.56% Reduce -1.1% 1,551 $883K
Jackson Square Capital, LLC 0.20% Add +113.6% 1,551 $881K
Sachetta, LLC 0.35% Reduce -7.9% 1,550 $881K
Gilman Hill Asset Management, LLC 0.14% Add +104.2% 1,548 $879K
Brookwood Investment Group LLC 0.14% Reduce -15.6% 1,541 $875K
FC Advisory LLC 0.27% No change 1,538 $874K
Tilia Fiduciary Partners, Inc. 0.53% Reduce -0.3% 1,538 $873K
Grandview Asset Management LLC 0.28% Add +119.9% 1,537 $873K
First Wilshire Securities Management Inc. 0.24% No change 1,533 $871K
Cornerstone Planning Group LLC 0.18% Reduce -22.0% 1,507 $870K
Cutler Capital Management, LLC 0.37% Reduce -22.7% 1,529 $868K
Rinkey Investments 0.26% Add +0.4% 1,527 $867K
Interactive Financial Advisors, Inc. 0.42% Add +0.7% 1,525 $867K
Gibson Capital, LLC 0.17% No change 1,520 $863K
Foster Victor Wealth Advisors, LLC 0.06% Add +23.3% 1,500 $861K
Farmers Trust Co. 0.16% No change 1,509 $857K
Able Wealth Management LLC 0.43% Reduce -8.9% 1,508 $857K
Forum Private Client Group LLC 0.33% Add +0.1% 1,507 $856K
Arbor Wealth Advisors LLC 0.69% No change 1,496 $850K
Hall Capital Management Co. Inc. 0.36% No change 1,496 $850K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +64.0% 1,492 $848K
Financial Management Network Inc. 0.15% Add +1.0% 1,470 $846K
Main Street Group, LTD 0.31% Reduce -0.2% 1,487 $845K
Covington Investment Advisors Inc. 0.12% Reduce -3.6% 1,485 $844K
Lam Group, Inc. 0.56% No change 1,475 $838K
Kennedy Investment Group, Inc. 0.36% Add +7.4% 1,472 $836K
Maryland Capital Advisors Inc. 0.33% Reduce -1.6% 1,466 $833K
Cumberland Partners Ltd 0.06% No change 1,463 $831K
Holos Integrated Wealth LLC 0.50% No change 1,416 $829K
Chiron Capital Management, LLC 0.72% Add +0.8% 1,459 $828K
Prudent Man Advisors, LLC 0.26% Add +7.8% 1,455 $826K
LMG Wealth Partners, LLC 0.17% New 1,453 $825K
Pavion Blue Capital, LLC 0.37% No change 1,451 $824K
Addison Advisors LLC 0.21% Add +14.9% 1,448 $823K
Alpha Zero LLC 0.53% Add +7.8% 1,443 $820K
Holderness Investments Co. 0.18% Add +4.3% 1,443 $819K
Advisory Resource Group 0.16% Add +3.7% 1,438 $817K
Integrity Wealth Solutions LLC 0.40% Reduce -31.7% 1,437 $816K
Wealth Forward, LLC 0.55% No change 1,437 $816K
eCIO, Inc. 0.34% New 1,436 $816K
McLean Asset Management Corp 0.21% Add +0.6% 1,429 $815K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -6.9% 1,432 $813K
Astoria Strategic Wealth, Inc. 0.22% Add +0.1% 1,431 $813K
Graney & King, LLC 0.55% No change 1,430 $812K
Insight Inv LLC 0.54% Add +6.5% 1,423 $808K
Brandywine Oak Private Wealth LLC 0.07% Add +9.2% 1,421 $807K
Fulton Breakefield Broenniman LLC 0.05% Add +69.9% 1,415 $804K
Watchman Group, Inc. 0.21% Reduce -0.7% 1,415 $804K
Stokes Capital Advisors, LLC 0.20% No change 1,411 $801K
Tull Financial Group, Inc. 0.36% Reduce -29.2% 1,410 $801K
Penn Davis McFarland Inc. 0.09% No change 1,410 $801K
Whalen Wealth Management Inc. 0.50% Add +9.4% 1,401 $796K
Porter White Investment Advisors, Inc. 0.37% Reduce -0.1% 1,400 $795K
Shira Ridge Wealth Management 0.36% No change 1,397 $793K
Essex LLC 0.16% Add +14.3% 1,396 $793K
Berkshire Asset Management LLC 0.04% No change 1,391 $790K
Stenger Family Office, LLC 0.20% — 1,353 $789K
Lakewood Asset Management LLC 0.53% Reduce -2.5% 1,386 $787K
Collaborative Wealth Managment Inc. 0.34% Reduce -5.2% 1,384 $786K
Texas Bank & Trust Co 0.31% No change 1,380 $784K
Cornell Pochily Investment Advisors, Inc. 0.26% Reduce -11.0% 1,380 $784K
Cerro Pacific Wealth Advisors LLC 0.22% Add +11.7% 1,380 $784K
Prostatis Group LLC 0.22% Reduce -9.7% 1,374 $781K
Avalon Advisory Group 0.33% No change 1,372 $779K
Dearborn Partners LLC 0.04% Add +4.7% 1,370 $778K
Elevation Point Wealth Partners, LLC 0.06% Reduce -62.6% 1,368 $777K
Yoffe Investment Management, LLC 1.06% Reduce -1.3% 1,366 $776K
Gould Asset Management LLC 0.15% Add +8.4% 1,364 $775K
Consilium Wealth Advisory, LLC 0.33% Reduce -2.9% 1,363 $774K
Broadview Financial Management, LLC 0.53% Reduce -2.2% 1,362 $774K
GFS Advisors, LLC 0.11% Add +1.5% 1,360 $773K
Northwest Capital Management Inc 0.42% Reduce -4.0% 1,361 $773K
Bluespring Wealth Management, LLC 0.07% Reduce -32.9% 1,356 $773K
Rothschild Capital Partners, LLC 0.20% Reduce -4.8% 1,359 $772K
Guerra Advisors Inc 0.36% Add +36.0% 1,359 $772K
Hopwood Financial Services, Inc. 0.60% Reduce -1.2% 1,358 $771K
Griffin Asset Management, Inc. 0.09% Add +7.5% 1,356 $770K
OLIO Financial Planning 0.24% Reduce -0.9% 1,356 $770K
ArborFi Advisors, LLC 0.68% No change 1,355 $770K
Darden Wealth Group Inc 0.47% New 1,351 $768K
American Money Management, LLC 0.14% Add +6.8% 1,351 $767K
Walleye Capital LLC 0.01% New 1,350 $767K
Parkwoods Wealth Partners, LLC 0.44% Add +86.6% 1,349 $766K
Fire Capital Management LLC 0.49% Add +144.6% 1,345 $765K
Aquire Wealth Advisors, LLC 0.21% Add +12.5% 1,345 $764K
Investmark Advisory Group LLC 0.36% No change 1,336 $759K
DiNuzzo Private Wealth, Inc. 0.09% Reduce -9.1% 1,335 $758K
Aerodigm Wealth, LLC 0.36% Reduce -20.9% 1,333 $757K
Galvin, Gaustad & Stein, LLC 0.07% Add +5.8% 1,333 $757K
Financial Insights, Inc. 0.28% Add +11.1% 1,327 $754K
SYM FINANCIAL Corp 0.08% Reduce -26.1% 1,323 $751K
Harvest Investment Services, LLC 0.17% Add +231.6% 1,323 $751K
PrairieView Partners, LLC 0.07% Add +39.3% 1,322 $750K
Noble Family Wealth, LLC 0.18% New 1,320 $750K
Amara Financial, Llc. 0.66% Reduce -0.3% 1,319 $749K
Palisades Hudson Asset Management, L.P. 0.29% Add +125.1% 1,319 $749K
Blackhawk Capital Partners, LLC 0.35% Add +20.6% 1,318 $749K
Reyes Financial Architecture, Inc. 0.64% No change 1,314 $746K
Oak Wealth Advisors LLC 0.48% Add +50.6% 1,312 $745K
Kingdom Financial Group LLC. 0.65% Reduce -92.3% 1,307 $743K
Appleton Partners Inc. 0.05% Add +14.8% 1,307 $742K
Gateway Wealth Partners, LLC 0.14% Reduce -8.1% 1,305 $741K
Signature Wealth Management Group 0.29% Add +1.2% 1,300 $738K
Howard Capital Management Group, LLC 0.05% No change 1,297 $736K
Cranbrook Wealth Management, LLC 0.16% Add +10.4% 1,295 $736K
Altfest L J & Co. Inc. 0.09% Add +7.4% 1,294 $735K
Triumph Capital Management 0.22% Add +21.6% 1,291 $733K
Coastwise Capital Group, LLC 0.58% Add +1.6% 1,286 $730K
Emprise Bank 0.35% No change 1,286 $730K
Perissos Private Wealth Management, LLC 0.58% Reduce -92.5% 1,284 $729K
Novus Advisors, LLC 1.11% Reduce -24.0% 1,283 $729K
Berkeley Capital Partners, LLC 0.18% Add +2.2% 1,281 $728K
Weatherly Asset Management L. P. 0.06% Add +12.2% 1,277 $727K
Foster & Motley Inc. 0.04% Add +0.9% 1,276 $725K
Firestone Capital Management 0.17% Reduce -3.4% 1,276 $725K
Beckerman Institutional, LLC 0.48% No change 1,274 $724K
Campion Asset Management 0.54% Add +15.7% 1,273 $723K
Cape Investment Advisory, Inc. 0.26% Add +26.9% 1,272 $723K
Inspirion Wealth Advisors, LLC 0.10% New 1,272 $723K
Inspire Advisors, LLC 0.07% Reduce -0.5% 1,271 $722K
Tounjian Advisory Partners, LLC 0.14% Reduce -3.8% 1,404 $721K
Ackerman Asset Management, LLC 0.58% No change 1,264 $718K
Ledyard National Bank 0.07% Reduce -2.3% 1,264 $718K
Nemes Rush Group LLC 0.08% Add +0.3% 1,264 $718K
Valley National Advisers Inc. 0.12% Add +7.8% 1,263 $717K
Focused Wealth Management, Inc 0.09% Reduce -2.6% 1,257 $714K
Central Bank & Trust Co. 0.12% Add +0.8% 1,254 $712K
First National Bank of Mount Dora, Trust Investment Services 0.16% No change 1,252 $711K
Midwest Financial Group LLC 0.37% Add +23.1% 1,252 $711K
Old Second National Bank of Aurora 0.15% No change 1,250 $710K
Prudential Financial Inc. 0.00% Reduce -57.6% 1,250 $710K
Silver Coast Investments LLC 0.26% Add +4.4% 1,248 $709K
Shakespeare Wealth Management, LLC 0.19% Add +14.4% 1,247 $709K
Trivant Custom Portfolio Group, LLC 0.39% Reduce -13.8% 1,247 $708K
Five Oceans Advisors 0.30% Add +205.9% 1,245 $707K
Whelan Financial 0.25% Add +77.3% 1,241 $705K
Efficient Frontier Advisors LLC 0.45% Add +0.2% 1,239 $704K
Lakeridge Wealth Management LLC 0.32% Add +6.2% 1,238 $703K
SageOak Financial, LLC 0.56% No change 1,238 $703K
Whitegate Investment Counselors, Inc. 0.24% Add +7.7% 1,237 $703K
Mascagni Wealth Management, Inc. 0.59% Add +9.4% 1,216 $691K
Tarbox Family Office, Inc. 0.10% No change 1,215 $690K
Abundance Wealth Counselors 0.13% Reduce -4.9% 1,430 $690K
Legacy Bridge, LLC 0.33% Add +1.4% 1,214 $690K
Mills Wealth Advisors LLC 0.32% Add +2.6% 1,214 $689K
First Bancorp, Inc 0.40% Add +3.1% 1,212 $688K
Institute for Wealth Management, LLC. 0.08% Reduce -19.6% 1,208 $686K
Paragon Financial Partners, Inc. 0.47% Reduce -1.1% 1,206 $685K
North Point Portfolio Managers Corp. 0.12% Add +3.4% 1,203 $683K
Impact Capital Partners LLC 0.22% Add +4.1% 1,202 $683K
Ironvine Capital Partners, LLC 0.07% No change 1,202 $683K
PCG Wealth Advisors, LLC 0.35% Add +5.1% 1,201 $682K
Dodge & Cox 0.00% Reduce -25.5% 1,200 $682K
Upper Left Wealth Management, LLC 0.45% New 1,198 $681K
Mach-1 Financial Group, LLC 0.20% Add +130.4% 1,196 $680K
Stonebrook Private Inc. 0.16% Add +22.8% 1,196 $679K
Matisse Capital 0.32% Reduce -2.8% 1,183 $672K
Hoge Financial Services, LLC 0.42% Reduce -2.3% 1,181 $671K
Summit Wealth Partners, LLC 0.13% Add +65.9% 1,181 $671K
Leigh Baldwin & Co., LLC 0.44% Add +0.1% 1,180 $670K
Strategy Asset Managers LLC 0.13% No change 1,179 $670K
Family Capital Management, Inc. 0.35% No change 1,179 $670K
Indie Asset Partners, LLC 1.22% Add +17.9% 1,178 $669K
Financial Partners Group, LLC 0.24% New 1,175 $667K
STAR Financial Bank 0.42% No change 1,174 $667K
Wells Trecaso Financial Group, LLC 0.21% No change 1,172 $666K
Cahaba Wealth Management, Inc. 0.05% Reduce -6.0% 1,166 $662K
Spectrum Planning & Advisory Services Inc. 0.43% Add +16.0% 1,165 $662K
TCTC Holdings, LLC 0.02% No change 1,163 $661K
Formidable Asset Management, LLC 0.11% No change 1,284 $660K
NRI Wealth Management LC 0.40% No change 1,160 $659K
Financial Advisors, LLC 0.12% No change 1,159 $659K
Retirement Planning Group, LLC / NY 0.58% Add +11.2% 1,154 $658K
MPWM Advisory Solutions, LLC 0.42% Add +0.6% 1,156 $657K
JNBA Financial Advisors 0.06% Add +0.9% 1,155 $656K
Voya Investment Management LLC 0.00% No change 1,154 $656K
Private Wealth Asset Management, LLC 0.09% No change 1,152 $654K
Palacios Wealth Management, LLC 0.54% Add +9.7% 1,150 $653K
Citrine Capital LLC 0.35% Add +36.5% 1,149 $653K
Urban Financial Advisory Corp 0.33% Add +48.0% 1,147 $652K
Pathway Financial Advisers, LLC 0.21% Add +6.4% 1,147 $652K
Ironwood Financial, llc 0.14% No change 1,266 $651K
Ulland Investment Advisors, LLC 0.53% Reduce -5.1% 1,145 $650K
Manske Wealth Management 0.21% Reduce -1.4% 1,144 $650K
Fortitude Advisory Group L.L.C. 0.37% Add +56.0% 1,140 $648K
Intelligence Driven Advisers, LLC 0.10% Reduce -62.9% 1,140 $648K
GPS Wealth Strategies Group, LLC 0.07% Reduce -18.7% 1,139 $647K
Golden Reserve Retirement LLC 0.21% New 1,139 $647K
Hickory Point Bank & Trust 0.52% Reduce -1.1% 1,138 $646K
Sprinkle Financial Consultants LLC 0.40% Add +37.3% 1,138 $646K
Altman Advisors, Inc. 0.26% New 1,134 $644K
Wealth Management Associates, Inc. 0.25% Reduce -16.4% 1,132 $643K
Armor Investment Advisors, LLC 0.24% Add +5.0% 1,131 $643K
Knightsbridge Asset Management, LLC 0.14% Reduce -3.7% 1,131 $642K
Frazier Financial Advisors, LLC 0.45% Reduce -2.9% 1,125 $639K
Guided Capital Wealth Management, LLC 0.49% No change 1,124 $638K
CBIZ Investment Advisory Services, LLC 0.03% Reduce -13.3% 1,120 $638K
Tower View Wealth Management LLC 0.33% Reduce -3.6% 1,123 $638K
Trust Co 0.07% No change 1,116 $634K
Parkshore Wealth Management, Inc. 0.31% Add +1.2% 1,113 $632K
Beacon Financial Planning, Inc. 0.35% No change 1,112 $632K
Clark Wealth Partners 0.43% Reduce -5.1% 1,111 $631K
AllGen Financial Advisors, Inc. 0.17% Add +26.2% 1,108 $630K
Mountain Capital Investment Advisors Inc. 0.12% Reduce -11.9% 1,106 $628K
NCM Capital Management, LLC 0.26% Add +1.0% 1,105 $627K
Elk River Wealth Management LLC 0.11% No change 1,099 $626K
Bearing Point Capital, LLC 0.12% No change 1,100 $625K
Signature Resources Capital Management, LLC 0.38% Reduce -14.8% 1,097 $623K
Santori & Peters, Inc. 0.22% Add +0.7% 1,093 $621K
Cordant, Inc. 0.30% No change 1,093 $621K
Haven Private, LLC 0.27% Reduce -38.6% 1,091 $620K
First Community Trust NA 0.50% Reduce -5.5% 1,090 $619K
Allegheny Financial Group 0.14% Reduce -8.1% 1,088 $618K
Verity Asset Management, Inc. 0.29% Reduce -50.5% 1,087 $617K
GDS Wealth Management 0.04% Add +1.1% 1,085 $616K
Vantage Point Financial LLC 0.27% Add +34.2% 1,083 $615K
626 Financial, LLC 0.29% No change 1,083 $615K
Dominguez Wealth Management Solutions, Inc. 0.43% No change 1,081 $614K
Wealthcare Capital Management LLC 0.06% Reduce -3.0% 1,081 $614K
First Citizens Financial Corp 0.34% No change 1,080 $613K
William Howard & Co Financial Advisors Inc 0.54% No change 1,080 $613K
Insight Wealth Strategies, LLC 0.08% Reduce -3.6% 1,077 $611K
Harbor Group, Inc. 0.11% Add +0.7% 1,072 $609K
Joseph P. Lucia & Associates, LLC 0.25% Add +20.9% 1,066 $606K
Legacy Wealth Asset Management, LLC 0.15% No change 1,063 $604K
Lighthouse Financial LLC 0.46% Add +23.3% 1,063 $604K
Noesis Capital Mangement Corp. 0.10% Add +26.9% 1,060 $602K
Main Management LLC 0.05% Reduce -41.4% 1,059 $602K
Tevis Investment Management 0.39% Reduce -5.0% 1,055 $601K
Lodestone Wealth Management LLC 0.29% Reduce -0.4% 1,057 $600K
Cottage Street Advisors LLC 0.31% Reduce -5.3% 1,054 $599K
Essential Planning, LLC. 0.22% No change 1,051 $597K
White Pine Capital LLC 0.19% No change 1,050 $596K
Bar Harbor Wealth Management 0.04% Reduce -1.8% 1,050 $596K
Luts & Greenleigh Group, Inc. 0.57% No change 1,049 $596K
Carson Advisory Inc. 0.38% Add +10.1% 1,043 $592K
Teachers Insurance & Annuity Association of America 0.74% Reduce -12.2% 1,039 $590K
B & T Capital Management DBA Alpha Capital Management 0.10% Reduce -27.4% 1,038 $590K
ETF Store, Inc. 0.68% Add +0.7% 1,036 $588K
Hartford Financial Management Inc. 0.16% No change 1,034 $587K
Sherrill & Hutchins Financial Advisory, Inc 0.46% Add +0.9% 1,033 $587K
Catalyst Financial Partners LLC 0.06% Reduce -6.1% 1,032 $586K
Buska Wealth Management, LLC 0.16% Reduce -7.1% 1,031 $586K
Mountain Pacific Investment Advisers LLC 0.04% Reduce -8.4% 1,030 $585K
Centerpoint Advisory Group 0.51% Reduce -7.9% 1,029 $584K
Sterling Investment Advisors, Ltd. 0.13% Add +6.5% 1,028 $584K
Mattern Wealth Management LLC 0.12% Add +5.5% 1,027 $583K
D. Scott Neal, Inc. 0.29% Add +11.9% 1,026 $583K
Kropog Financial Group, LLC 0.51% No change 1,023 $581K
Stone Summit Wealth LLC 0.18% No change 1,023 $581K
Plan A Wealth LLC 0.33% Add +4.9% 1,022 $581K
Missouri Trust & Investment Co 0.19% No change 1,020 $579K
SPC Financial, Inc. 0.05% Reduce -2.6% 1,020 $579K
Navalign, LLC 0.16% Add +13.3% 1,015 $577K
Sunbelt Securities, Inc. 0.05% Reduce -29.4% 1,070 $576K
USAdvisors Wealth Management, LLC 0.21% Reduce -4.3% 1,014 $576K
Lountzis Asset Management, LLC 0.20% No change 1,010 $575K
TOWER TRUST & INVESTMENT Co 0.41% Add +1.5% 1,011 $574K
Oak Hill Wealth Advisors, LLC 0.12% Add +0.7% 1,007 $574K
Outbound Financial Inc 0.52% — 1,010 $574K
FFT Wealth Management LLC 0.11% Add +45.3% 985 $573K
Potentia Wealth 0.33% Add +14.3% 1,008 $573K
Colton Groome Financial Advisors, LLC 0.19% No change 1,006 $571K
Alliance Wealth Advisors, LLC 0.31% New 1,006 $571K
GW&K Investment Management, LLC 0.01% Add +4.8% 1,003 $570K
Lockerman Financial Group, Inc. 0.77% Add +6.8% 1,003 $570K
MidAtlantic Capital Management, Inc. 0.40% No change 999 $567K
Payne Capital Management, LLC 0.22% Add +0.6% 991 $563K
Northcape Wealth Management, LLC 0.17% No change 990 $562K
LifeSteps Financial, Inc. 0.39% No change 988 $561K
Bay Rivers Group 0.26% Add +0.4% 987 $560K
Shulman DeMeo Asset Management LLC 0.14% No change 980 $557K
Brown, Lisle/Cummings, Inc. 0.15% Add +8.3% 979 $556K
Ullmann Wealth Partners Group, LLC 0.07% Add +2.5% 977 $555K
Mma Asset Management LLC 0.21% Add +7.6% 976 $555K
NFSG Corp 0.09% Add +8.5% 974 $553K
ROI Financial Advisors, LLC 0.35% Add +1.7% 973 $552K
McHugh Group, LLC 0.37% No change 970 $551K
Poehling Capital Management, INC. 0.13% No change 969 $550K
Brown Wealth Management, LLC 0.17% Reduce -13.4% 967 $549K
Providence Capital Advisors, LLC 0.10% Reduce -2.5% 964 $548K
Exchange Bank 0.43% No change 964 $548K
Wayfinding Financial, LLC 0.24% Reduce -50.5% 943 $547K
Davidson Trust Co. 0.25% Reduce -1.2% 961 $546K
Heartwood Wealth Advisors LLC 0.06% No change 957 $544K
Pinnacle Wealth Planning Services, Inc. 0.07% New 955 $542K
Towercrest Capital Management 0.10% No change 950 $539K
Howard Financial Services, LTD. 0.07% Reduce -14.8% 947 $538K
Eldridge Investment Advisors, Inc. 0.11% No change 945 $537K
Rosenblum Silverman Sutton S F Inc. 0.13% Add +0.8% 944 $536K
Van Den Berg Management I, Inc. 0.15% Reduce -9.4% 942 $535K
Cadent Capital Advisors, LLC 0.17% Add +38.2% 940 $534K
Horizons Wealth Management 0.39% Add +14.3% 937 $532K
Columbia River Financial Group, LLC 0.34% No change 918 $532K
Keystone Financial Services 0.18% Reduce -23.2% 935 $531K
E Fund Management (Hong Kong) Co., Ltd. 0.51% Reduce -33.1% 935 $531K
E Fund Management Co., Ltd. 0.03% Reduce -33.1% 935 $531K
Addison Capital Co 0.18% Add +1.1% 930 $528K
AA Financial Advisors, LLC 0.11% Reduce -19.0% 930 $528K
Pillar Financial Advisors, LLC 0.36% No change 928 $527K
Burns Matteson Capital Management, LLC 0.25% Reduce -3.4% 927 $526K
Dakota Community Bank & Trust NA 2.35% Add +0.9% 923 $524K
American Institute for Advanced Investment Management, LLP 0.37% Reduce -0.4% 923 $524K
Penney Financial, LLC 0.27% Add +6.0% 923 $524K
Strait & Sound Wealth Management LLC 0.22% Reduce -4.5% 923 $524K
Solidarity Wealth, LLC 0.12% Add +32.3% 917 $522K
Capital Investment Services of America, Inc. 0.05% Add +2.2% 919 $522K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +1.4% 917 $521K
Claret Asset Management Corp 0.07% No change 917 $521K
Summit Investment Advisory Services, LLC 0.23% Reduce -2.5% 912 $518K
tru Independence LLC 0.15% Reduce -7.0% 910 $517K
Caldwell Sutter Capital, Inc. 0.24% Reduce -22.8% 910 $517K
Telos Capital Management, Inc. 0.05% Reduce -7.5% 907 $515K
DSG Capital Advisors, LLC 0.09% No change 906 $515K
Ceera Investments, LLC 0.16% Add +5.8% 905 $514K
WFA of San Diego, LLC 0.38% — 904 $513K
Tme Financial, Inc. 0.41% Reduce -0.9% 901 $512K
Renaissance Technologies 0.00% Reduce -87.1% 900 $511K
Octavia Wealth Advisors, LLC 0.06% Reduce -6.6% 897 $511K
Burford Brothers, Inc. 0.23% Add +0.2% 897 $510K
Orion Capital Management LLC 0.19% No change 894 $508K
Meritage Portfolio Management 0.03% Add +13.4% 891 $506K
Kelleher Financial Advisors 0.18% New 890 $506K
Painted Porch Advisors LLC 0.21% Add +568.4% 889 $505K
3EDGE Asset Management, LP 0.03% Reduce -15.6% 888 $504K
AAF Wealth Management, LLC 0.23% Reduce -10.8% 887 $504K
Hazlett, Burt & Watson, Inc. 0.21% Reduce -73.8% 883 $502K
Stiles Financial Services Inc 0.17% No change 883 $502K
DKM Wealth Management, Inc. 0.43% Reduce -0.9% 881 $500K
Palumbo Wealth Management LLC 0.15% Add +51.9% 881 $500K
Studio Investment Management LLC 0.10% Add +17.7% 877 $500K
Riversedge Advisors, LLC 0.10% Reduce -0.3% 879 $499K
Colony Family Offices, LLC 0.13% Add +5.0% 875 $499K
Aspen Capital Management, LLC 0.14% Add +80.4% 875 $497K
Summit Investment Advisors, Inc. 0.41% Add +0.1% 869 $497K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -47.6% 873 $496K
Samalin Investment Counsel, LLC 0.19% Add +28.1% 871 $495K
Princeton Capital Management LLC 0.15% Add +8.5% 869 $494K
Taylor Financial Group, Inc. 0.31% No change 867 $493K
Moseley Investment Management Inc. 0.17% Add +1.3% 866 $492K
ProVise Management Group, LLC 0.04% Add +30.6% 866 $492K
Clarion Wealth Managment Partners, LLC 0.54% — 866 $492K
Gibbs Wealth Management 0.09% New 865 $491K
Nelson Capital Management, LLC 0.06% No change 861 $489K
Drake & Associates, LLC 0.12% Add +10.8% 859 $488K
Curtis Advisory Group, LLC 0.12% Reduce -3.8% 858 $487K
Mason Investment Advisory Services, Inc. 0.03% Reduce -4.6% 857 $487K
JFG Wealth Management, LLC 0.10% Reduce -0.1% 854 $485K
Lazari Capital Management, Inc. 0.18% Add +7.6% 853 $484K
SpringVest Wealth Management LLC 0.39% Add +10.1% 850 $484K
Schmidt P J Investment Management Inc. 0.08% No change 851 $483K
Master's Wealth Management Inc. 0.22% No change 847 $481K
Colonial River Investments, LLC 0.21% Add +52.5% 836 $481K
American Capital Advisory, LLC 0.24% No change 845 $480K
Unique Wealth Strategies, LLC 0.20% Reduce -33.4% 843 $479K
Goodman Financial Corp 0.10% Reduce -0.5% 843 $479K
Ascentis Wealth Management, LLC 0.13% Reduce -4.9% 841 $478K
GFG Capital, LLC 0.14% Reduce -34.9% 840 $477K
Cypress Financial Planning LLC 0.16% Add +8.3% 838 $476K
Hedeker Wealth, LLC 0.11% Add +93.3% 837 $476K
Moser Wealth Advisors, LLC 0.23% Reduce -3.8% 836 $475K
Private Capital Management, LLC 0.05% No change 836 $475K
Three Magnolias Financial Advisors, LLC 0.33% Add +1.3% 835 $474K
Glassy Mountain Advisors, Inc. 0.15% No change 834 $474K
KMG Fiduciary Partners, LLC 0.04% Add +52.2% 831 $472K
Signet Investment Advisory Group, Inc. 0.24% No change 830 $471K
Marshall Financial Group, LLC 0.09% Reduce -94.5% 822 $469K
FinDec Wealth Services, Inc. 0.49% Reduce -14.7% 825 $469K
Hurlow Wealth Management Group, Inc. 0.13% Add +8.6% 823 $468K
Mullooly Asset Management, Inc. 0.20% Add +4.6% 821 $466K
ODonnell Financial Services, LLC 0.18% No change 820 $466K
St Germain D J Co. Inc. 0.02% Add +62.7% 820 $466K
Seros Financial, LLC 0.29% Add +22.1% 819 $465K
Manchester Financial Inc. 0.10% Add +20.7% 817 $464K
Archford Capital Strategies, LLC 0.06% Add +1.7% 817 $464K
Investment Management Associates Inc. 0.16% New 813 $462K
MPS Loria Financial Planners, LLC 0.14% No change 812 $461K
River Street Advisors LLC 0.20% Reduce -11.1% 812 $461K
SWAN Capital LLC 0.20% Reduce -1.2% 812 $461K
Prestige Wealth Management Group LLC 0.09% Add +0.6% 807 $460K
Investors Research Corp 0.09% No change 807 $458K
Bulwark Capital Corp 0.39% — 806 $458K
Jamison Private Wealth Management, Inc. 0.07% Reduce -36.7% 806 $458K
Berry Wealth Group, LP 0.32% Reduce -1.8% 805 $457K
Richmond Investment Services, LLC 0.10% Add +70.2% 805 $457K
Balanced Wealth Group LLC 0.20% New 787 $457K
PFG Private Wealth Management, LLC 0.24% Add +4.8% 805 $457K
Davidson Investment Advisors 0.02% Reduce -13.0% 805 $457K
Antonelli Financial Advisors, LLC 0.33% Reduce -0.4% 802 $456K
Forte Capital LLC 0.05% Reduce -7.5% 800 $454K
Advantage Trust Co 0.22% No change 796 $452K
Hudson Value Partners, LLC 0.16% Reduce -48.2% 796 $452K
RDA Financial Network 0.12% Add +6.2% 794 $451K
Symphony Financial, Ltd. Co. 0.06% New 1,730 $450K
Integris Wealth Management, LLC 0.12% No change 791 $449K
Tepp RIA, LLC 0.58% No change 791 $449K
Borer Denton & Associates, Inc. 0.16% Add +1.7% 791 $449K
BWM Planning, LLC 0.15% No change 789 $448K
Granite Bay Wealth Management, LLC 0.14% Add +0.8% 789 $448K
Compass Planning Associates Inc 0.41% Add +16.0% 789 $448K
Pegasus Asset Management, Inc. 0.15% No change 781 $444K
Steigerwald, Gordon & Koch Inc. 0.05% Reduce -3.9% 781 $444K
Allen Capital Group, LLC 0.05% Add +1.4% 781 $444K
Alta Wealth Advisors LLC 0.21% Reduce -1.6% 781 $443K
Vishria Bird Financial Group, LLC 0.15% Add +42.1% 780 $443K
Guardian Wealth Advisors, LLC 0.26% Reduce -1.5% 775 $440K
Legacy Financial Advisors, Inc. 0.07% Add +0.9% 773 $439K
Kure Advisory, LLC 0.29% Add +1.6% 773 $439K
Convergence Financial, LLC 0.08% Reduce -13.2% 773 $439K
Philip James Wealth Mangement, LLC 0.06% No change 771 $438K
San Luis Wealth Advisors LLC 0.09% No change 771 $438K
Interchange Capital Partners, LLC 0.10% Reduce -45.8% 769 $437K
Avalon Capital Management 0.12% No change 768 $436K
Pineridge Advisors LLC 0.16% Reduce -5.3% 766 $435K
SC&H Financial Advisors, Inc. 0.07% Reduce -21.3% 763 $433K
Next Level Private LLC 0.14% Add +11.1% 762 $433K
Trinity Legacy Partners, LLC 0.10% Add +0.7% 752 $431K
Sterling Investment Counsel, LLC 0.25% Add +2.6% 759 $431K
Mustico Financial Group, Inc. 0.40% — 743 $431K
Define Financial, LLC 0.28% Add +0.1% 755 $429K
Veracity Capital LLC 0.15% No change 753 $428K
TrueWealth Advisors, LLC 0.13% No change 753 $428K
Patten Group, Inc. 0.09% No change 751 $427K
Lakeside Advisors, INC. 0.27% No change 750 $426K
Highview Capital Management LLC 0.16% Add +28.2% 750 $426K
Alliance Wealth Management Group 0.11% No change 750 $426K
Callahan Advisors, LLC 0.04% Add +0.3% 749 $425K
Uptown Financial Advisors LLC 0.39% No change 748 $425K
Evolution Wealth Management Inc. 0.52% — 747 $424K
Pines Wealth Management, LLC 0.15% Add +4.8% 736 $424K
Dagco, Inc. 0.12% Reduce -9.9% 744 $423K
Insight 2811, Inc. 0.20% Add +31.2% 744 $423K
Abacus Wealth Partners, LLC 0.06% New 743 $422K
Delta Asset Management LLC 0.04% No change 743 $422K
Gables Capital Management Inc. 0.20% No change 740 $420K
Carret Asset Management, LLC 0.04% Add +5.8% 735 $418K
Seaview Investment Managers LLC 0.09% Add +1.1% 734 $417K
Capital Advisors Wealth Management, LLC 0.07% No change 734 $417K
Union Bancaire Privee, UBP SA 0.01% New 733 $416K
Woodward Diversified Capital, LLC 0.21% Reduce -43.3% 731 $415K
Shepherd Financial Partners LLC 0.04% No change 731 $415K
Nalls Sherbakoff Group, LLC 0.30% Reduce -4.2% 730 $415K
Garrison Point Advisors, LLC 0.19% No change 729 $414K
Mayfair Advisory Group, LLC 0.19% Add +14.6% 705 $413K
Kraft, Davis & Associates, LLC 0.11% Add +0.6% 705 $413K
Transatlantique Private Wealth LLC 0.15% New 726 $412K
Bestgate Wealth Advisors, LLC 0.85% No change 801 $412K
Wealthedge Investment Advisors, LLC 0.17% Add +5.5% 723 $411K
Suncoast Equity Management 0.04% No change 723 $411K
City Center Advisors, LLC 0.44% No change 722 $410K
Boyum Wealth Architects LLC 0.30% Add +5.4% 721 $410K
Cyr Financial Inc. 0.32% Reduce -4.3% 718 $408K
Aviso Wealth Management 0.19% Add +33.4% 715 $406K
City Holding Co. 0.05% No change 714 $406K
Meadow Creek Wealth Advisors LLC 0.27% No change 713 $405K
17 Capital Partners, LLC 0.23% Reduce -83.8% 711 $404K
Shared Vision Wealth Group LLC 0.20% No change 693 $403K
MFA Wealth Services 0.30% No change 707 $402K
Newport Capital Group, LLC 0.27% Reduce -1.1% 702 $401K
New Insight Wealth Advisors 0.16% Reduce -5.9% 704 $400K
Bright Financial Advisors, Inc. 0.22% No change 704 $400K
Orleans Capital Management Corp. 0.21% Reduce -15.1% 703 $399K
Dash Acquisitions Inc. 0.08% No change 685 $399K
Nabity-Jensen Investment Management Inc 0.29% Reduce -90.0% 703 $399K
Empirical Asset Management, LLC 0.12% Reduce -0.1% 702 $399K
Wrenne Financial Planning LLC 0.19% Reduce -38.3% 701 $398K
Bigelow Investment Advisors, LLC 0.18% Reduce -26.1% 701 $398K
Rosenberg Matthew Hamilton 0.09% Add +4.5% 701 $398K
Strategic Financial Planning, Inc. 0.25% No change 700 $398K
Sloy Dahl & Holst, LLC 0.06% Add +6.5% 700 $398K
Paragon Advisors, LLC 0.10% Add +1.9% 699 $397K
Financial Life Planners 0.32% Reduce -3.6% 696 $395K
Robbins Farley 0.18% Reduce -1.8% 695 $395K
West Wealth Group, LLC 0.10% Add +6.3% 675 $393K
Bellwether Advisors, LLC 0.07% Reduce -1.1% 688 $391K
First Commonwealth Financial Corp 0.08% New 685 $389K
Kingstone Capital Partners Texas, LLC 0.25% No change 684 $389K
Evensky & Katz LLC 0.02% Add +16.7% 684 $388K
Ashford Advisors, LLC 0.09% Add +345.8% 6,250 $388K
Ruane, Cunniff & Goldfarb L.P. 0.01% No change 682 $387K
RFG - Bristol Wealth Advisors, LLC 0.12% No change 682 $387K
Kimelman & Baird, LLC 0.03% Add +0.3% 681 $387K
Guidance Capital, Inc. 0.11% Reduce -92.3% 676 $386K
XTX Topco Ltd 0.02% Reduce -35.2% 680 $386K
Fagan Associates, Inc. 0.06% No change 677 $384K
Lebenthal Global Advisors, LLC 0.07% Add +10.8% 675 $384K
Nautilus Advisors LLC 0.28% Add +2.0% 675 $384K
Iron Gate Global Advisors LLC 0.04% Add +0.3% 671 $382K
Tandem Capital Management Corp. 0.19% Add +0.3% 673 $382K
Inlet Private Wealth, LLC 0.09% No change 672 $382K
Marino, Stram & Associates LLC 0.08% Add +6.0% 671 $381K
MilWealth Group LLC 0.10% Reduce -38.0% 667 $379K
Buckhead Capital Management LLC 0.15% No change 666 $378K
Measured Wealth Private Client Group, LLC 0.11% No change 665 $378K
Oak Family Advisors, LLC 0.14% New 665 $378K
Quantum Financial Planning Services, Inc. 0.18% No change 662 $376K
Camelot Technology Advisors, Inc. 0.32% No change 662 $376K
Stevens Capital Partners 0.13% Add +25.5% 645 $375K
Robinswood Financial LLC 0.13% Reduce -0.5% 660 $375K
Jentner Corp 0.10% No change 660 $375K
Evelyn Partners Investment Management Services Ltd 0.06% Reduce -22.4% 660 $375K
Cornerstone Wealth Advisors, Inc. 0.10% No change 658 $374K
Cim, LLC 0.05% Reduce -5.2% 656 $373K
Pacific Point Advisors, LLC 0.20% No change 656 $373K
Versant Capital Management, Inc 0.06% Add +63.9% 654 $372K
Encompass More Asset Management 0.09% Reduce -5.5% 653 $371K
High Note Wealth, LLC 0.08% No change 650 $369K
Live Oak Investment Partners 0.28% Reduce -5.1% 649 $369K
Willner & Heller, LLC 0.31% Reduce -5.8% 648 $368K
Mirador Capital Partners LP 0.06% Add +48.7% 647 $368K
Tradewinds, LLC. 0.28% Reduce -90.2% 646 $367K
Merkkuri Wealth Advisors LLC 0.28% Add +3.7% 646 $367K
Essential Partners LLC 0.15% — 643 $365K
Bannerman Wealth Management Group, LLC 0.28% No change 643 $365K
Nestegg Advisors, Inc. 0.35% Reduce -3.0% 642 $365K
Chaney Capital Management, Inc. 0.14% No change 641 $364K
Sincerus Advisory, LLC 0.34% Add +56.2% 620 $363K
Canandaigua National Trust Co of Florida 0.26% Add +37.7% 639 $363K
Kellett Wealth Advisors, LLC 0.24% No change 639 $363K
Butensky & Cohen Financial Security, Inc. 0.11% Reduce -1.5% 639 $363K
Successful Portfolios LLC 0.22% Add +5.8% 638 $363K
one8zero8, LLC 0.09% Add +78.9% 637 $362K
Spirit of America Management Corp. 0.08% Reduce -10.1% 624 $360K
Conservest Capital Advisors, Inc. 0.04% Reduce -13.7% 632 $359K
Ayrshire Capital Management LLC 0.17% No change 631 $358K
Lafayette Investments, Inc. 0.07% Add +1.3% 630 $358K
Taylor & Morgan Wealth Management, LLC 0.24% Reduce -0.3% 630 $358K
EWG Elevate Inc. 0.11% New 628 $357K
Paragon Capital Management Ltd 0.07% Add +3.0% 628 $357K
Pioneer Wealth Management Group 0.13% Add +56.0% 627 $356K
United Asset Strategies, Inc. 0.03% Add +11.2% 626 $355K
Pacifica Partners Inc. 0.14% Reduce -13.8% 626 $355K
Nvwm, LLC 0.09% Add +52.2% 624 $354K
One Wealth Advisors, LLC 0.05% Add +2.1% 624 $354K
Kilter Group LLC 0.19% No change 623 $354K
JGP Wealth Management, LLC 0.04% Reduce -4.5% 622 $353K
Lincoln Capital LLC 0.07% Add +1.5% 622 $353K
M1 Capital Management LLC 0.18% No change 622 $353K
Owen LaRue, LLC 0.15% Add +3.5% 622 $353K
Spinnaker Investment Group, LLC 0.08% Reduce -33.6% 622 $353K
Semus Wealth Partners LLC 0.23% Reduce -12.6% 622 $353K
Graham Capital Wealth Management, LLC 0.39% Reduce -19.0% 619 $352K
Arq Wealth Advisors, LLC 0.12% No change 684 $352K
KRS Capital Management, LLC 0.23% No change 618 $351K
Legacy Capital Group California, Inc. 0.10% Add +13.8% 617 $351K
Priebe Wealth Holdings LLC 0.30% Reduce -36.4% 614 $349K
Leeward Financial Partners, LLC 0.11% Add +44.2% 613 $348K
Two West Capital Advisors LLC 0.23% Add +11.0% 594 $348K
Sound Stewardship, LLC 0.18% Reduce -0.5% 612 $348K
Piscataqua Savings Bank 0.29% No change 612 $348K
Silver Oak Wealth Advisors Services, LLC 0.25% Add +0.5% 609 $346K
Seaside Wealth Management, Inc. 0.11% No change 607 $345K
Herold Advisors, Inc. 0.07% Reduce -3.0% 607 $345K
CVFG LLC 0.27% Add +37.0% 603 $343K
Solstein Capital, LLC 0.18% New 603 $343K
James J. Burns & Company, LLC 0.06% Add +0.5% 602 $342K
Exchange Capital Management, Inc. 0.05% Reduce -1.6% 602 $342K
Benin Management CORP 0.09% No change 600 $341K
Ballew Advisors, Inc 0.20% Reduce -0.2% 592 $341K
Arbor Trust Wealth Advisors, LLC 0.17% Reduce -7.0% 596 $339K
McIlrath & Eck, LLC 0.04% No change 596 $339K
Osborne Partners Capital Management, LLC 0.02% No change 595 $338K
Investment Partners Asset Management, Inc. 0.23% Reduce -1.7% 593 $337K
Main Street Research LLC 0.02% Reduce -23.4% 591 $337K
Mycio Wealth Partners, LLC 0.08% No change 591 $336K
Prentice Wealth Management LLC 0.09% Add +19.2% 589 $335K
LWM Advisory Services, LLC 0.23% No change 587 $333K
Verde Capital Management 0.08% Add +9.3% 587 $333K
LGT Financial Advisors LLC 0.85% Reduce -8.4% 587 $333K
IronBridge Private Wealth, LLC 0.12% Add +6.5% 586 $333K
True Link Financial Advisors, LLC 0.02% Reduce -27.5% 585 $332K
Wellington Capital Management, Inc. 0.50% — 585 $332K
Overbrook Management Corp 0.06% Reduce -20.5% 583 $331K
Legacy Financial Group, Inc. 0.10% Add +8.4% 583 $331K
Poinciana Advisors Group, LLC 0.30% Reduce -38.6% 583 $331K
Howard Bailey Securities, LLC 0.10% Reduce -87.0% 582 $331K
Keener Financial Planning LLC 0.16% Add +98.0% 582 $330K
Foronjy Financial LLC 0.15% — 580 $330K
Leading Edge Financial Planning LLC 0.09% No change 578 $328K
Colorado Capital Management, Inc. 0.14% Reduce -45.8% 577 $328K
LVM Capital Management Ltd. 0.03% No change 578 $328K
ABLE Financial Group, LLC 0.08% Reduce -4.3% 576 $327K
Westchester Capital Management, Inc. 0.08% Reduce -5.3% 576 $327K
Drystone LLC 0.30% No change 575 $327K
Covenant Asset Management, LLC 0.07% Add +0.9% 574 $326K
Connors Investor Services Inc. 0.03% No change 572 $325K
Forefront Wealth Management Inc. 0.26% No change 570 $324K
Schnieders Capital Management LLC 0.06% Reduce -15.5% 567 $322K
M. Kulyk & Associates, LLC 0.07% No change 567 $322K
OMNI 360 Wealth, Inc. 0.20% Add +0.3% 567 $322K
Riverbend Wealth Management, LLC 0.24% Reduce -17.0% 566 $321K
Blume Capital Management, Inc. 0.07% Add +1.8% 565 $321K
Lunt Capital Management, Inc. 0.12% No change 564 $320K
Private Wealth Management Group, LLC 0.11% Add +3.7% 562 $319K
Intrepid Financial Planning Group LLC 0.13% No change 562 $319K
Sargent Investment Group, LLC 0.04% No change 548 $319K
Redmond Asset Management, LLC 0.08% Reduce -16.2% 559 $317K
DDD Partners, LLC 0.03% Add +40.2% 558 $317K
Investor's Fiduciary Advisor Network, LLC 0.12% New 559 $317K
Paulson Wealth Management Inc. 0.08% Reduce -2.3% 558 $317K
Hidden Cove Wealth Management, LLC 0.23% No change 556 $316K
Hager Investment Management Services, LLC 0.19% No change 556 $316K
Dynamic Financial Group 0.30% Add +21.9% 556 $316K
Accordant Advisory Group Inc 0.23% No change 555 $315K
Winnacle Wealth LLC 0.23% New 555 $315K
Trexquant Investment LP 0.00% Reduce -66.4% 555 $315K
Sweeney & Michel, LLC 0.11% Add +1.3% 549 $315K
Winch Advisory Services, LLC 0.08% Add +4516.7% 554 $314K
Grove Street Fiduciary, LLC 0.15% Reduce -7.5% 553 $314K
Seelaus Asset Management LLC 0.28% Add +7.8% 553 $314K
Simmons Bank 0.02% New 553 $314K
Cornerstone Advisory, LLC 0.03% Add +5.5% 552 $314K
Prudent Man Investment Management, Inc. 0.17% No change 582 $314K
Two Sigma Securities, LLC 0.04% Reduce -92.8% 552 $314K
Darwin Wealth Management, LLC 0.11% Add +0.7% 551 $314K
Financial Advisory Partners, LLC 0.10% Add +4.0% 551 $313K
Symphony Financial Services, Inc. 0.19% No change 550 $313K
Hobbs Group Advisors, LLC 0.11% No change 549 $312K
Bank of Hawaii 0.02% New 545 $310K
Higgins & Schmidt Wealth Strategies LLC 0.17% No change 545 $310K
Cypress Capital, LLC 0.09% Add +0.9% 545 $310K
Walker Financial Services, Inc. 0.14% No change 544 $309K
jvl associates llc 0.11% Reduce -29.3% 544 $309K
Tobias Financial Advisors, Inc. 0.05% Add +17.8% 543 $309K
West Branch Capital LLC 0.09% No change 542 $308K
L. Roy Papp & Associates, LLP 0.04% Reduce -19.9% 541 $308K
Roof Eidam Maycock Peralta, LLC 0.08% No change 540 $307K
IMS Capital Management 0.14% No change 539 $306K
Morse Asset Management, Inc 0.07% No change 538 $306K
Moller Wealth Partners 0.07% No change 538 $306K
Stewardship Advisors, LLC 0.08% No change 536 $304K
Blue Zone Wealth Advisors, LLC 0.08% Reduce -25.8% 536 $304K
Clear Harbor Asset Management, LLC 0.02% Reduce -30.8% 535 $304K
Bond & Devick Financial Network, Inc. 0.10% Add +0.4% 535 $304K
Private Capital Advisors, Inc. 0.04% No change 535 $304K
Atlantic Private Wealth, LLC 0.20% Reduce -27.8% 534 $303K
Napa Wealth Management 0.15% Reduce -36.6% 534 $303K
Novak & Powell Financial Services, Inc. 0.21% Add +2.7% 532 $302K
Vermillion & White Wealth Management Group, LLC 0.20% Add +4.5% 532 $302K
Fourth Dimension Wealth, LLC 0.13% No change 530 $301K
Patton Fund Management, Inc. 0.07% No change 530 $301K
Hibernia Wealth Partners, LLC 0.11% New 528 $300K
Cushing Capital Partners, LLC 0.25% Reduce -19.2% 527 $300K
Emergent Wealth Advisors, LLC 0.19% No change 528 $300K
Westwood Wealth Management 0.10% New 528 $300K
Lauterbach Financial Advisors, LLC 0.16% Reduce -9.9% 527 $299K
Stage Harbor Financial, LLC 0.24% Reduce -75.7% 523 $297K
Morton Community Bank 0.07% New 523 $297K
Chancellor Financial Group WB LP 0.23% Add +13.4% 523 $297K
Ironwood Wealth Management, LLC. 0.11% Add +23.1% 522 $297K
Rogco, LP 0.11% Reduce -1.9% 522 $297K
Atlas Private Wealth Advisors 0.04% Reduce -44.3% 521 $296K
Penobscot Investment Management Company, Inc. 0.03% No change 520 $296K
Droms Strauss Advisors Inc. /Mo/ 0.09% No change 520 $296K
Pacific Wealth Management 0.15% No change 520 $295K
Westside Investment Management, Inc. 0.05% Reduce -29.6% 519 $295K
Aspiring Ventures, LLC 0.14% New 519 $295K
Swisher Financial Concepts, Inc. 0.19% Add +2.8% 519 $295K
Ehrlich Financial Group 0.19% Reduce -21.3% 517 $294K
Clarity Financial LLC 0.03% Reduce -5.1% 517 $294K
Gen-Wealth Partners Inc 0.11% No change 515 $293K
Hummer Financial Advisory Services Inc 0.22% Reduce -4.7% 513 $292K
Carolina Wealth Advisors, LLC 0.14% No change 513 $291K
Pacific Financial Group Inc. 0.23% Reduce -1.4% 510 $290K
Laraway Financial Advisors Inc 0.22% Add +5.2% 509 $289K
White Knight Strategic Wealth Advisors, LLC 0.25% Reduce -0.2% 509 $289K
Shepherd Kaplan Krochuk, LLC 0.25% Reduce -56.1% 508 $289K
Joule Financial, LLC 0.09% Add +1.6% 506 $288K
Prodigy Asset Management LLC 0.19% No change 506 $288K
Pinnacle Wealth Management Group, Inc. 0.16% No change 506 $288K
Stuart Chaussee & Associates, Inc. 0.06% No change 505 $287K
Guardian Partners Inc. 0.03% Add +6.4% 500 $287K
Oxinas Partners, LLC 0.15% Add +7.9% 505 $287K
Hofer & Associates. Inc 0.18% Reduce -0.8% 504 $286K
Waycross Investment Management Co 0.30% No change 503 $286K
Norden Group LLC 0.03% Add +11.3% 501 $285K
Fairfield, Bush & Co. 0.16% New 500 $284K
East Coast Asset Management, LLC. 0.09% No change 500 $284K
Meritas Wealth Management, LLC 0.16% No change 500 $284K
Lantern Wealth Advisors, LLC 0.17% — 499 $283K
Goepper Burkhardt LLC 0.10% Add +5.3% 495 $281K
American Financial Advisors, LLC 0.04% Add +2.1% 494 $280K
Caitlin John, LLC 0.26% Add +2.5% 494 $280K
Seneca House Advisors 0.12% Add +9.6% 491 $279K
Capital Counsel LLC 0.01% Reduce -6.7% 488 $277K
1832 Asset Management L.P. 0.00% No change 487 $277K
Opal Wealth Advisors, LLC 0.08% Reduce -5.6% 486 $276K
ESL Trust Services, LLC 0.06% No change 486 $276K
Hemenway Trust Co LLC 0.02% No change 485 $275K
McNamara Financial Services, Inc. 0.05% Reduce -1.4% 484 $275K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -6.4% 484 $275K
Spectrum Financial Alliance Ltd LLC 0.07% New 469 $274K
Curio Wealth, LLC 0.12% Add +11950.0% 482 $274K
Strategic Equity Management 0.10% New 481 $273K
Rodgers & Associates, LTD 0.03% New 481 $273K
Peninsula Asset Management Inc. 0.14% Reduce -27.8% 480 $273K
Aurdan Capital Management, LLC 0.09% New 479 $272K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $272K
Palo Alto Wealth Advisors, LLC 0.10% No change 476 $271K
Stolper Co 0.09% Reduce -0.8% 476 $270K
O'ROURKE & COMPANY, Inc 0.13% Add +1.1% 475 $270K
Whipplewood Advisors, LLC 0.15% Reduce -16.3% 474 $269K
Windsor Capital Management, LLC 0.08% No change 474 $269K
Mainstay Capital Management LLC 0.01% New 474 $269K
Centerpoint Advisors, LLC 0.09% Reduce -1.7% 473 $269K
Hilltop Wealth Advisors, LLC 0.15% No change 471 $267K
Bay Capital Advisors, LLC 0.20% No change 469 $267K
Divergent Planning, LLC 0.08% New 469 $266K
Winebrenner Capital Management LLC 0.21% No change 468 $266K
Gilliland Jeter Wealth Management LLC 0.09% Add +9.3% 468 $266K
Fortem Financial Group, LLC 0.09% New 466 $265K
Net Worth Advisory Group 0.06% New 465 $264K
United Bank 0.10% New 465 $264K
Cornerstone Enterprises, LLC 0.14% Add +4.5% 464 $264K
Wealthspan Partners, LLC 0.11% New 463 $263K
Fluent Financial, LLC 0.11% Reduce -93.6% 463 $263K
Tiemann Investment Advisors, LLC 0.11% No change 461 $262K
Godsey & Gibb, Inc. 0.02% Reduce -10.8% 460 $261K
Riverstone Advisors, LLC 0.14% No change 460 $261K
Smith & Howard Wealth Management, LLC 0.07% No change 460 $261K
Waterford Advisors, LLC 0.10% Add +18.9% 722 $261K
Brian Low Financial Group, LLC 0.24% — 459 $261K
PMG Wealth Management, Inc. 0.22% Add +4.6% 459 $261K
Bravias Capital Group, LLC 0.19% Reduce -50.9% 458 $260K
Atlas Brown,Inc. 0.08% Add +6.5% 457 $260K
ONE Advisory Partners, LLC 0.09% New 445 $259K
Copley Financial Group, Inc. 0.19% Add +0.7% 456 $259K
ZEGA Investments, LLC 0.06% Add +13.9% 451 $256K
Outlook Wealth Advisors, LLC 0.07% New 451 $256K
M. Kraus & Co 0.07% No change 450 $256K
Tenret Co LLC 0.14% No change 449 $255K
Team Hewins, LLC 0.09% No change 447 $255K
Ramirez Asset Management, Inc. 0.04% New 448 $254K
Hutchinson Financial Advisors, INC 0.28% — 445 $253K
MRWM Advisors, LLC 0.16% Add +12.7% 445 $253K
Centennial Wealth Advisory LLC 0.08% No change 445 $253K
Planning Center, Inc. 0.03% Reduce -2.4% 443 $252K
Financial Alternatives, Inc 0.16% New 441 $251K
Platt Investment Counsel, LLC 0.24% No change 441 $251K
Sicart Associates LLC 0.09% Reduce -55.5% 441 $251K
Patron Partners, LLC 0.12% Reduce -41.9% 440 $250K
Cutler Investment Counsel LLC 0.03% Reduce -18.6% 438 $250K
Uhlmann Price Securities, LLC 0.18% New 439 $249K
Avant Capital LLC 0.19% Reduce -0.2% 438 $249K
Clarendon Private LLC 0.24% Add +5.0% 437 $248K
Abbot Financial Management, Inc. 0.11% New 435 $247K
Manhattan West Asset Management, LLC 0.06% Reduce -2.5% 434 $247K
Beese Fulmer Investment Management, Inc. 0.02% New 434 $247K
Ballast, Inc. 0.06% No change 434 $247K
Scott & Selber, Inc. 0.07% No change 433 $246K
RIA Advisory Group LLC 0.07% Add +2.4% 433 $246K
Bayshore Asset Management, LLC 0.11% No change 432 $245K
Maltin Wealth Management, Inc. 0.11% Reduce -6.1% 431 $245K
James Reed Financial Services, Inc. 0.22% No change 430 $244K
Leisure Capital Management 0.09% Reduce -41.1% 430 $244K
Nia Impact Advisors, LLC 0.08% New 430 $244K
Marathon Capital Management 0.06% New 430 $244K
Vertex Planning Partners, LLC 0.05% Reduce -23.8% 429 $244K
Northstar Financial Companies, Inc. 0.25% Reduce -11.2% 429 $244K
Hiley Hunt Wealth Management 0.12% New 425 $242K
Waterway Wealth Management, LLC 0.07% Add +1.9% 425 $242K
Security National Bank of Sioux City Iowa 0.17% Reduce -1.6% 424 $241K
S&co Inc. 0.02% No change 423 $240K
Capital Insight Partners, LLC 0.04% Reduce -0.5% 422 $240K
Wealth Preservation Advisors, LLC 0.15% Add +6933.3% 422 $240K
Rollins Financial Advisors, LLC 0.04% Reduce -0.2% 421 $239K
Samlyn Capital, LLC 0.00% Add +5.0% 421 $239K
Banque Cantonale Vaudoise 0.01% No change 421 $239K
Live Oak Private Wealth LLC 0.04% No change 418 $238K
Twelve Points Wealth Management LLC 0.06% Add +3.5% 418 $238K
Greater Midwest Financial Group, LLC 0.18% Reduce -19.5% 418 $238K
Gratus Wealth Advisors, LLC 0.04% No change 418 $237K
Transcendent Capital Group LLC 0.12% Add +4.5% 417 $237K
Private Management Group Inc. 0.01% New 416 $236K
WPWealth LLP 0.04% New 416 $236K
Bellevue Asset Management, LLC 0.11% Add +9.5% 414 $236K
Riggs Asset Managment Co. Inc. 0.06% Reduce -26.5% 413 $235K
Flagship Private Wealth, LLC 0.10% No change 413 $235K
Financial Guidance Group, Inc. 0.11% No change 413 $235K
Aire Advisors, LLC 0.05% Reduce -0.5% 413 $234K
Northside Capital Management, LLC 0.02% No change 412 $234K
Silver Oak Advisory Group, Inc. 0.11% Reduce -4.2% 413 $234K
ARK & TLK Investments, LLC 0.07% No change 411 $234K
Powell Investment Advisors, LLC 0.09% No change 410 $233K
Strengthening Families & Communities, LLC 0.13% Reduce -4.6% 453 $233K
Seneca Financial Advisors LLC 0.09% Add +0.7% 409 $233K
FORM Wealth Advisors, LLC 0.03% No change 409 $232K
Benson Investment Management Company, Inc. 0.09% New 408 $232K
PUREfi Wealth, LLC 0.18% No change 407 $231K
Paces Ferry Wealth Advisors, LLC 0.11% No change 407 $231K
Searle & Co. 0.07% New 405 $230K
Tempus Wealth Planning, LLC 0.06% New 405 $230K
Resurgent Financial Advisors LLC 0.13% Add +2.3% 404 $229K
WJ Wealth Management, LLC 0.07% Reduce -12.9% 404 $229K
BankPlus Trust Department 0.07% No change 404 $229K
Brown Miller Wealth Management, LLC 0.07% New 404 $229K
LWM Advisors Inc. 0.26% No change 402 $228K
Wells Financial Advisors INC 0.31% No change 400 $227K
General Partner, Inc. 0.13% No change 400 $227K
Planwiser Financial, LLC 0.19% Reduce -12.4% 388 $227K
Archer Investment Management, LLC 0.16% Add +2.0% 398 $226K
Hobart Private Capital, LLC 0.05% No change 398 $226K
Lee Danner & Bass Inc. 0.02% No change 398 $226K
SevenBridge Financial Group, LLC 0.04% No change 382 $226K
David J Yvars Group 0.13% Add +0.3% 397 $225K
Redwood Financial Network Corp 0.15% No change 396 $225K
Old Port Advisors 0.06% Reduce -12.0% 396 $225K
Fogel Capital Management, Inc. 0.12% New 396 $225K
Voisard Asset Management Group, Inc. 0.06% No change 395 $225K
Salus Financial Advisors, LLC 0.15% New 395 $224K
RMR Capital Management, LLC 0.16% Add +0.5% 395 $224K
Harbour Capital Advisors, LLC 0.05% New 393 $224K
Warburton Capital Management, LLC 0.13% New 385 $224K
Hunter Associates Investment Management LLC 0.03% New 394 $224K
Boomfish Wealth Group, LLC 0.13% New 394 $224K
Birchcreek Wealth Management, LLC 0.13% No change 394 $224K
Financial Security Advisor, Inc. 0.05% New 392 $223K
Endowment Wealth Management, Inc. 0.12% New 393 $223K
Park Edge Advisors, LLC 0.06% Reduce -28.5% 392 $223K
Blue Investment Partners LLC 0.08% New 390 $222K
Willis Investment Counsel 0.01% New 389 $221K
Ellenbecker Investment Group 0.04% Reduce -4.0% 387 $220K
Grassi Investment Management 0.02% New 387 $220K
Elgethun Capital Management 0.04% Add +0.5% 387 $220K
Great Waters Wealth Management 0.03% Reduce -14.4% 385 $219K
LVZ, Inc. 0.03% New 382 $217K
Signature Wealth Management Partners, LLC 0.12% New 381 $216K
Nova R Wealth, Inc. 0.10% New 381 $216K
Seven Post Investment Office LP 0.08% Reduce -5.0% 380 $216K
Burton Enright Welch 0.04% New 379 $215K
Greenup Street Wealth Management LLC 0.04% New 378 $215K
Carr Financial Group Corp 0.06% New 377 $214K
Affinity Wealth Management LLC 0.03% New 375 $213K
Avaii Wealth Management, LLC 0.09% New 371 $211K
Ramsay, Stattman, Vela & Price, Inc. 0.04% Reduce -11.9% 371 $211K
Grant Street Asset Management, Inc. 0.05% Reduce -10.4% 370 $210K
Rockline Wealth Management, LLC 0.05% New 369 $210K
Randolph Co Inc 0.02% New 368 $209K
Copia Wealth Management 0.18% Reduce -31.6% 368 $209K
Arvest Bank Trust Division 0.01% New 366 $208K
SWP Financial LLC 0.11% Reduce -25.1% 365 $207K
Banque Transatlantique SA 0.01% New 365 $207K
Satovsky Asset Management LLC 0.04% Reduce -15.8% 363 $206K
Allodium Investment Consultants, LLC 0.13% New 363 $206K
Knuff & Co LLC 0.06% Reduce -9.0% 363 $206K
Traub Capital Management LLC 0.19% — 362 $206K
GK Wealth Management LLC 0.20% New 358 $204K
MGB Wealth Management, LLC 0.07% Add +3480.0% 358 $203K
Courage Miller Partners, LLC 0.06% New 356 $202K
Moneywise, Inc. 0.09% New 356 $202K
Compass Financial Group, Inc. 0.10% New 355 $202K
Aureus Asset Management, LLC 0.01% New 354 $201K
Motco 0.02% Add +168.2% 346 $201K
Commonwealth Financial Services, LLC 0.04% New 353 $201K
Mason & Associates, LLC 0.05% New 353 $201K
Union Savings Bank 0.09% No change 336 $195K
Christopher J. Hasenberg, Inc 0.07% Reduce -79.0% 343 $195K
Provident Wealth Management, LLC 0.06% No change 343 $195K
Tucker Asset Management LLC 0.06% Add +18.5% 340 $193K
Crowley Wealth Management, Inc. 0.17% Add +1016.7% 335 $190K
Cary Street Partners Investment Advisory LLC 0.09% Reduce -0.3% 330 $187K
Aspect Partners, LLC 0.09% Reduce -87.5% 328 $186K
Field & Main Bank 0.06% No change 322 $183K
Hoey Investments, Inc. 0.03% Reduce -16.9% 319 $181K
Wagner Wealth Management, LLC 0.04% Add +4.6% 317 $180K
Joseph Group Capital Management 0.06% Add +35.6% 305 $173K
Financial Gravity Companies, Inc. 0.03% — 297 $169K
Register Financial Advisors LLC 0.07% No change 297 $169K
Optimum Investment Advisors 0.07% No change 295 $168K
Roxbury Financial LLC 0.16% No change 290 $165K
Kings Path Partners LLC 0.07% Reduce -5.6% 288 $164K
Pin Oak Investment Advisors Inc. 0.13% Reduce -10.9% 311 $159K
2UniFi Bank 0.09% Add +5.3% 279 $158K
American National Bank & Trust 0.02% Add +33.8% 277 $157K
Elevation Wealth Partners, LLC 0.06% Add +113.4% 271 $154K
Inlight Wealth Management, LLC 0.08% Add +97.8% 271 $154K
IFS Advisors, LLC 0.11% Reduce -8.3% 265 $151K
AllSquare Wealth Management LLC 0.08% No change 256 $145K
Centennial Bank 0.06% No change 254 $144K
North Capital, Inc. 0.12% Reduce -21.4% 253 $143K
Avalon Trust Co 0.01% No change 245 $139K
Stone House Investment Management, LLC 0.03% Add +142.6% 245 $139K
REAP Financial Group, LLC 0.03% Add +11.9% 244 $139K
Rowlandmiller & Partners.adv 0.03% No change 238 $136K
WFA Asset Management Corp 0.08% Add +7.2% 269 $134K
Chesapeake Asset Management LLC 0.12% Reduce -6.0% 236 $134K
Frisco Financial Planning LLC 0.12% No change 236 $134K
CGC Financial Services, LLC 0.04% Add +67.1% 234 $133K
Family Legacy Financial Solutions, LLC 0.11% — 233 $132K
Jackson Hole Capital Partners, LLC 0.02% No change 230 $131K
Chelsea Counsel Co. 0.06% No change 228 $130K
Wood Tarver Financial Group, LLC 0.04% Add +8.0% 229 $129K
Breakwater Investment Management 0.05% No change 219 $124K
Capital Advisors, Ltd. LLC 0.02% Reduce -27.6% 218 $124K
Westend Capital Management, LLC 0.04% Reduce -35.7% 218 $124K
BTG Pactual Asset Management US LLC 0.02% No change 211 $120K
Accredited Wealth Management, LLC 0.09% Reduce -4.7% 205 $117K
PFS Partners, LLC 0.06% No change 202 $115K
Gold Investment Management Ltd. 0.04% No change 199 $113K
Dogwood Wealth Management LLC 0.05% Reduce -56.6% 197 $112K
Game Plan Financial Advisors, LLC 0.05% No change 197 $112K
Clarity Asset Management, Inc. 0.07% Add +238.6% 193 $109K
Deane Retirement Strategies, Inc. 0.05% Add +84.6% 192 $109K
WPG Advisers, LLC 0.09% Add +63.8% 190 $108K
Matrix Private Capital Group LLC 0.06% Add +184.6% 185 $106K
Pinney & Scofield, Inc. 0.07% No change 183 $104K
Global Trust Asset Management, LLC 0.06% Reduce -1.6% 183 $104K
Capital Investment Counsel, Inc 0.01% No change 180 $102K
FSA Wealth Management LLC 0.04% Add +0.3% 959 $101K
CarsonAllaria Wealth Management, Ltd. 0.05% Add +16.0% 174 $99K
Bank & Trust Co 0.08% No change 172 $98K
CNB Bank 0.04% No change 164 $93K
Park Square Financial Group, LLC 0.07% Reduce -20.1% 163 $93K
Burkett Financial Services, LLC 0.03% Reduce -32.6% 163 $93K
Costello Asset Management, INC 0.03% Add +6.1% 156 $89K
Woodard & Co. Asset Management Group Inc. 0.02% No change 152 $86K
Chung Wu Investment Group, LLC 0.09% New 150 $85K
Acima Private Wealth, LLC 0.03% No change 150 $85K
Goodman Advisory Group, LLC 0.03% Reduce -2.0% 150 $85K
Mechanics Financial Corp 0.04% Add +8.0% 149 $85K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Add +496.0% 149 $84K
Briaud Financial Planning Inc 0.03% No change 145 $82K
Truvestments Capital LLC 0.02% No change 142 $81K
Vision Financial Markets LLC 0.08% No change 141 $80K
Pflug Koory, LLC 0.04% Add +4533.3% 139 $79K
Your Advocates Ltd., LLP 0.03% No change 138 $79K
Lummis Asset Management, LP 0.05% No change 133 $76K
Putney Financial Group LLC 0.08% Add +69.2% 132 $75K
Financial Network Wealth Advisors LLC 0.09% No change 129 $73K
Punch & Associates Investment Management, Inc. 0.00% Add +108.1% 129 $73K
Founders Capital Management 0.04% No change 128 $73K
SIMA Wealth Partners, LLC 0.06% Reduce -9.9% 127 $72K
Morton Brown Family Wealth, LLC 0.02% No change 120 $68K
1620 Investment Advisors, Inc. 0.05% Add +14.6% 118 $67K
EPG Wealth Management LLC 0.02% Add +38.5% 115 $65K
Navigoe, LLC 0.05% No change 114 $64K
Marshall & Sterling Wealth Advisors Inc. 0.04% Add +1.9% 108 $60K
Kozak & Associates, Inc. 0.01% Add +377.3% 105 $60K
Zeit Capital LLC 0.04% No change 102 $58K
FWL Investment Management, LLC 0.02% Reduce -13.0% 100 $57K
Harbor Asset Planning, Inc. 0.05% — 97 $55K
Lynch Asset Management, Inc. 0.02% New 97 $55K
Legacy Investment Solutions, LLC 0.03% — 96 $55K
Legacy Wealth Managment, LLC 0.03% Add +1.1% 96 $55K
Vestor Capital, LLC 0.00% Reduce -77.4% 422 $54K
Pension & Wealth Management Advisors, Inc. 0.02% Add +3033.3% 94 $54K
Kennebec Savings Bank 0.05% Reduce -5.0% 94 $53K
West Oak Capital, LLC 0.03% Add +10.7% 93 $53K
Kiker Wealth Management, LLC 0.03% No change 91 $52K
Elevate Wealth Advisory, Inc. 0.04% No change 90 $52K
Eukles Asset Management 0.02% No change 90 $51K
Sherman Asset Management, Inc. 0.04% Reduce -1.1% 88 $50K
Bay Harbor Wealth Management, LLC 0.01% Add +800.0% 72 $41K
Mowery & Schoenfeld Wealth Management, LLC 0.06% Reduce -47.3% 69 $39K
Atwood & Palmer Inc. 0.00% Reduce -1.6% 60 $34K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $32K
Bernard Wealth Management Corp. 0.01% New 54 $30K
Premier Financial Group 0.01% — 51 $30K
Front Row Advisors LLC 0.01% Add +900.0% 50 $28K
Ballast Advisors LLC 0.01% Add +20.0% 48 $28K
Redmont Wealth Advisors LLC 0.04% Reduce -14.3% 48 $27K
Rise Advisors, LLC 0.01% Add +9.5% 46 $26K
Quaker Wealth Management, LLC 0.01% — 46 $26K
Thompson Investment Management, Inc. 0.00% Add +15.8% 44 $25K
Innovative Advisory Group, LLC 0.02% No change 43 $24K
United Community Bank 0.01% New 40 $23K
Legacy Advisors, LLC 0.36% — 12,896 $23K
Contravisory Investment Management, Inc. 0.00% Add +34.5% 39 $22K
Horrell Capital Management, Inc. 0.01% No change 38 $22K
Milestone Investment Advisors LLC 0.01% No change 37 $21K
Garland Capital Management Inc. 0.06% Reduce -50.0% 36 $20K
Bare Financial Services, Inc 0.01% No change 28 $16K
Aviso Financial Inc. 0.00% No change 28 $16K
1 North Wealth Services LLC 0.01% Add +0.0% 26 $15K
Strategic Wealth Investment Group, LLC 0.02% New 26 $15K
SJS Investment Consulting Inc. 0.00% Add +25.0% 25 $14K
Broadwater Capital Management LLC 0.01% Add +68065.0% 13,633 $14K
Hughes Financial Services, LLC 0.00% No change 23 $13K
Arvest Investments, Inc. 0.00% No change 18 $10K
Murphy & Mullick Capital Management Corp 0.01% New 17 $10K
Valued Wealth Advisors LLC 0.01% No change 17 $10K
Central Pacific Bank - Trust Division 0.00% No change 17 $10K
Delos Wealth Advisors, LLC 0.01% New 15 $9K
Horizon Financial Services, LLC 0.00% No change 13 $7K
ROSS\JOHNSON & Associates LLC 0.15% No change 13 $7K
Rice Partnership, LLC 0.00% No change 12 $7K
NewSquare Capital LLC 0.00% Add +900.0% 10 $6K
True Wealth Design, LLC 0.00% No change 9 $5K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $5K
Aberdeen Wealth Management LLC 0.00% No change 7 $4K
Safe Harbor Fiduciary, LLC 0.00% New 6 $3K
Principia Wealth Advisory, LLC 0.00% No change 6 $3K
Gould Capital, LLC 0.00% No change 6 $3K
Friedenthal Financial 0.00% No change 5 $3K
Perritt Capital Management Inc 0.00% No change 5 $3K
POM Investment Strategies, LLC 0.00% No change 4 $2K
Aventus Investment Advisors, Inc. 0.00% — 4 $2K
Covestor Ltd 0.00% No change 3 $2K
Windsor Advisory Group, LLC 0.00% Reduce -99.5% 3 $2K
Barnes Dennig Private Wealth Management LLC 0.00% New 2 $1K
Capital A Wealth Management, LLC 0.01% Reduce -98.9% 3 $1K
Lowe Wealth Advisors, LLC 0.00% No change 2 $1K
Evelyn Partners Investment Management LLP 0.00% No change 2 $1K
Great Lakes Advisors, LLC 0.00% Reduce -99.9% 1 $649
New England Capital Financial Advisors LLC 0.00% New 1 $569
Wellington Shields & Co., LLC 0.00% No change 1 $568

"% 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.