Vanguard S&P 500 ETFVOOETF

13F holders, Q3 2025 (September 30)
3,467holders +76
173new positions
78sold out
10famous investors
$609.64avg. 13F price*

At the end of Q3 2025, 3,467 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 76 from Q2 2025. 173 opened new positions and 78 sold out. The largest holders were Vanguard Group Inc. ($23.2B), Raymond James Financial Inc. ($17.3B) and JPMorgan Chase & Co. ($16.7B). 10 famous investors held it, including Prem Watsa (1.7% of Fairfax Financial Holdings's portfolio), Leon Cooperman (0.8% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions173$1.1B
Exits78$1.9B

All 13F filers, Q2 2025 → Q3 2025: 28,330,077 shares bought and 17,158,506 shares sold, net +11,171,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,467 holders

Vanguard Group Inc. 0.35% Add +3.2% 37,926,577 $23.2B
Raymond James Financial Inc. 5.58% Reduce -0.6% 28,328,071 $17.3B
JPMorgan Chase & Co. 1.06% Reduce -3.3% 27,247,346 $16.7B
California Public Employees Retirement System 9.52% Add +0.3% 25,959,252 $15.9B
Bank of America Corp. 1.19% Add +3.4% 25,941,576 $15.9B
Morgan Stanley 0.94% Add +9.1% 25,449,929 $15.6B
Jones Financial Companies LLLP 5.73% Add +4.6% 13,791,786 $8.4B
Goldman Sachs Group Inc. 1.19% Add +2.2% 13,465,794 $8.2B
Acorns Advisers, LLC 43.33% Add +1.7% 8,995,662 $5.5B
Envestnet Asset Management Inc. 1.55% Reduce -26.3% 8,793,364 $5.4B
LPL Financial LLC 1.13% Add +3.7% 6,342,201 $3.9B
Wells Fargo & Company 0.73% Add +3.2% 5,857,229 $3.6B
Ameriprise Financial Inc. 0.70% Reduce -6.5% 4,968,898 $3.0B
Mercer Global Advisors Inc. 5.03% Add +6.0% 4,916,729 $3.0B
Cerity Partners LLC 4.37% Add +2.8% 4,401,078 $2.7B
UBS Group AG 0.49% Add +1.6% 4,093,689 $2.5B
Royal Bank of Canada 0.39% Reduce -13.6% 3,582,412 $2.2B
Assetmark, Inc. 4.41% Add +3.0% 3,358,967 $2.1B
Citigroup Inc. 1.37% Add +1.9% 3,233,266 $2.0B
Clal Insurance Enterprises Holdings Ltd 13.70% Add +42.7% 2,933,698 $1.8B
National Mutual Insurance Federation of Agricultural Cooperatives 13.59% No change 2,925,650 $1.8B
Moneta Group Investment Advisors LLC 13.71% Add +543.9% 2,816,882 $1.7B
HighTower Advisors, LLC 1.85% Add +3.9% 2,656,702 $1.6B
Focus Partners Wealth 2.48% Add +61.7% 2,504,012 $1.5B
Teacher Retirement System of Texas 6.15% Add +266.9% 2,499,229 $1.5B
Cambridge Associates LLC /Ma/ 27.98% Add +5.4% 2,491,448 $1.5B
Corient Private Wealth LP 2.37% Add +9.6% 2,467,639 $1.5B
Northwestern Mutual Wealth Management Co. 1.00% Add +5.1% 2,459,435 $1.5B
Wealthspire Advisors, LLC 7.40% Reduce -0.1% 2,309,620 $1.4B
FJ Investments, LLC 85.67% Add +0.0% 2,165,745 $1.3B
E-L Financial Corp Ltd 100.00% Add +0.0% 1,479,861 $1.3B
Trans-Canada Capital Inc. 75.85% Add +15.7% 2,031,713 $1.2B
Cliftonlarsonallen Wealth Advisors, LLC 19.52% Add +1.7% 2,019,365 $1.2B
Truist Financial Corp. 1.67% Reduce -0.8% 2,017,461 $1.2B
Cambridge Investment Research Advisors, Inc. 3.29% Add +6.3% 1,955,277 $1.2B
Cetera Investment Advisers 1.32% Add +18.1% 1,848,288 $1.1B
Envestnet Portfolio Solutions, Inc. 4.12% Add +0.5% 1,824,955 $1.1B
Glenmede Investment Management, LP 5.00% Add +4.3% 1,691,433 $1.0B
Mirae Asset Global Investments Co., Ltd. 3.22% Reduce -31.4% 1,678,051 $1.0B
Pathstone Holdings, LLC 3.89% Reduce -1.0% 1,662,115 $1.0B
Alberta Investment Management Corp 7.88% Add +39.2% 1,594,262 $976.3M
Investure, LLC 59.49% Add +32.6% 1,570,429 $961.7M
Stifel Financial Corp. 0.88% Add +2.1% 1,567,391 $959.9M
United Capital Financial Advisors, LLC 6.83% Reduce -1.6% 1,550,102 $949.3M
Fisher Asset Management 0.34% Add +1.4% 1,543,178 $945.0M
Bank of Montreal 0.40% Add +12.2% 1,524,989 $933.9M
Plante Moran Financial Advisors, LLC 58.05% Add +6.8% 1,508,900 $924.0M
Osaic Holdings, Inc. 1.23% Add +15.2% 1,449,675 $877.0M
Creative Planning 0.65% Add +3.8% 1,394,852 $854.2M
Nicholas Hoffman & Company, LLC. 20.52% Add +8.1% 1,383,549 $847.3M
Manufacturers Life Insurance Company, The 0.70% Add +10.7% 1,381,021 $845.7M
Commonwealth Equity Services, LLC 1.08% Reduce -9.8% 1,357,294 $831.2M
JMG Financial Group, Ltd. 23.62% Reduce -0.3% 1,354,883 $829.7M
Freestone Grove Partners LP 6.18% Add +2.9% 1,352,273 $828.1M
Charles Schwab Investment Management Inc. 0.13% Reduce -3.2% 1,338,133 $819.4M
Alliancebernstein L.P. 0.24% Add +4.1% 1,260,497 $771.9M
Angeles Investment Advisors, LLC 48.77% Reduce -15.5% 1,212,864 $742.7M
Rockefeller Capital Management L.P. 1.44% Add +3.7% 1,199,905 $734.8M
Captrust Financial Advisors 1.49% Add +1.1% 1,189,249 $728.3M
Summit Trail Advisors, LLC 10.00% Add +8.0% 1,177,727 $723.3M
Schroder Investment Management Group 0.56% Reduce -4.1% 1,162,673 $709.4M
Systematic Alpha Investments, LLC 22.81% No change 1,132,544 $693.5M
Natixis Advisors, LLC 0.99% Add +10.6% 1,107,724 $678.3M
USS Investment Management Ltd 3.21% New 1,092,167 $668.8M
Pandi, LLC 86.15% Reduce -6.9% 1,060,384 $649.4M
Arax Advisory Partners 8.58% Add +13807.9% 2,121,509 $598.0M
Cerity Partners OCIO LLC 30.47% Add +0.4% 975,788 $597.6M
CIBC Asset Management Inc 1.65% Reduce -2.7% 932,696 $571.2M
Northwestern Mutual Investment Management Company, LLC 8.17% Add +22.6% 921,866 $564.5M
Call To Action Foundation 100.00% Reduce -0.4% 914,804 $560.2M
Provida Pension Fund Administrator 9.41% Reduce -46.5% 881,865 $540.0M
Wealth Enhancement Advisory Services, LLC 0.82% Add +0.3% 877,613 $539.9M
Rakuten Investment Management, Inc. 1.88% — 867,009 $529.0M
Mariner, LLC 0.66% Add +2.9% 834,508 $511.0M
Diversified Trust Co. 10.12% Add +3.3% 827,713 $506.9M
Analyst IMS Investment Management Services Ltd. 15.74% Reduce -5.3% 826,643 $506.2M
Baird Financial Group, Inc. 0.81% Reduce -0.8% 823,101 $504.1M
CIBC Private Wealth Group LLC 0.86% Add +5.8% 822,690 $503.8M
Nepc LLC 13.19% No change 818,600 $501.3M
Wealthfront Advisers LLC 1.14% Add +3.6% 790,082 $483.8M
Tiaa Trust, National Association 1.14% Reduce -1.1% 765,177 $468.6M
MML Investors Services, LLC 1.24% Add +4.1% 756,835 $463.5M
GenTrust, LLC 20.99% Reduce -8.2% 751,737 $461.6M
Bessemer Group Inc. 0.70% Add +1.7% 751,990 $460.5M
Alerus Financial NA 23.32% Add +196.4% 748,392 $458.3M
Citizens Financial Group Inc. 6.27% Add +2.9% 745,381 $457.6M
Neuberger Berman Group LLC 0.31% Reduce -2.4% 694,117 $425.1M
Wellington Management Group LLP 0.07% Add +37.1% 684,071 $418.9M
Bank of New York Mellon Corp 0.07% Add +1.2% 671,205 $411.0M
Hollencrest Capital Management 14.02% Add +1.4% 633,097 $387.7M
SWF LLC 39.66% No change 631,823 $386.9M
Capstone Investment Advisors, LLC 4.02% Add +202.8% 614,021 $376.0M
Kensington Asset Management, LLC 22.31% Add +10.6% 607,767 $372.2M
OMERS ADMINISTRATION Corp 2.63% No change 600,715 $367.8M
Bokf, NA 5.47% Reduce -6.0% 593,288 $363.3M
Texas Capital Bank Wealth Management Services Inc 29.87% Add +1.7% 592,266 $362.7M
Fifth Third Bancorp 1.14% Reduce -3.4% 581,906 $356.3M
Wedbush Securities Inc. 11.51% Add +1.7% 574,974 $352.1M
Valmark Advisers, Inc. 4.49% Add +1.3% 566,109 $346.7M
Globe Life Inc. 86.33% Reduce -2.6% 564,183 $345.5M
Keybank National Association 1.20% Reduce -0.8% 558,188 $341.8M
NewEdge Advisors, LLC 1.52% Add +2.6% 546,037 $334.4M
Center for Financial Planning, Inc. 35.21% Add +0.6% 537,881 $329.4M
BlackRock, Inc. 0.01% Add +5.2% 534,856 $327.5M
Liquid Strategies, LLC 67.27% Add +1.3% 533,377 $326.6M
FMR LLC 0.02% Add +12.4% 531,418 $325.4M
Constellation Investments, Inc. 15.14% No change 529,000 $323.9M
Old National Bancorp 5.54% Add +0.4% 528,701 $323.8M
Acropolis Investment Management, LLC 16.42% Add +6.0% 569,077 $323.3M
Beacon Pointe Advisors, LLC 2.69% Reduce -19.1% 517,458 $316.9M
Makena Capital Management LLC 32.23% Reduce -15.9% 509,758 $312.2M
JBF Capital, Inc. 44.26% No change 509,121 $311.8M
Lido Advisors, LLC 1.29% Add +89.1% 506,725 $311.0M
BOK Financial Private Wealth, Inc. 19.41% Reduce -0.7% 502,295 $308.5M
Sagespring Wealth Partners, LLC 6.03% Reduce -1.1% 1,530,698 $308.2M
US Bancorp \de 0.36% Add +1.2% 501,712 $307.2M
Retirement Planning Group, LLC 10.64% Add +7.1% 500,243 $306.3M
Sand Hill Global Advisors, LLC 10.74% Reduce -6.2% 498,024 $305.0M
Fiera Capital Corp 0.97% Add +0.7% 491,421 $300.9M
Quantinno Capital Management LP 0.82% Add +101.2% 490,686 $300.5M
Adventist Health System/ West 48.93% No change 490,500 $300.4M
Sun Life Financial Inc. 15.27% Reduce -1.0% 488,928 $299.4M
Janus Henderson Group PLC 0.14% Reduce -3.2% 488,694 $299.3M
National Philanthropic Trust 3.31% Add +2.8% 483,783 $296.3M
M&T Bank Corp 0.99% Add +0.3% 480,452 $294.2M
First Manhattan Co. Llc. 0.77% Reduce -1.8% 475,327 $291.9M
TRB Advisors LP 58.61% Add +72.7% 475,000 $290.9M
Cresset Asset Management, LLC 1.28% Add +9.9% 472,570 $290.2M
MCF Advisors LLC 17.76% Reduce -6.1% 472,305 $289.9M
Steward Partners Investment Advisory, LLC 1.65% Add +7.5% 468,586 $287.0M
NorthRock Partners, LLC 5.19% Add +329.2% 468,305 $286.8M
SCS Capital Management LLC 3.10% Reduce -3.2% 462,582 $284.0M
Ieq Capital, LLC 0.86% Add +8.8% 460,281 $281.9M
Allspring Global Investments Holdings, LLC 0.45% Reduce -4.3% 453,283 $278.6M
Keel Point, LLC 17.00% Add +10.9% 450,932 $276.1M
Barclays PLC 0.10% Reduce -5.7% 443,565 $271.6M
Karpus Management, Inc. 8.60% Reduce -3.0% 443,512 $271.6M
AQR Capital Management 0.17% Add +54.9% 440,786 $269.9M
Northern Trust Corp. 0.03% Add +3.4% 434,299 $266.0M
Harbour Investments, Inc. 6.02% Add +4.7% 433,406 $265.4M
Allianz Asset Management GmbH 0.32% Add +3.1% 425,079 $260.3M
Kestra Advisory Services, LLC 1.17% Reduce -8.7% 417,816 $255.9M
Smithfield Trust Co 11.43% Reduce -1.1% 417,747 $255.8M
Axis Capital Holdings Ltd. 96.04% No change 413,884 $253.5M
Robertson Stephens Wealth Management, LLC 7.56% Add +4.3% 407,397 $250.2M
Exchange Traded Concepts, LLC 2.35% Add +7.6% 401,648 $246.0M
Credit Agricole S A 0.81% — 400,000 $245.0M
Janney Montgomery Scott LLC 0.57% Reduce -0.1% 395,016 $241.9M
Sanctuary Advisors, LLC 1.37% Reduce -3.9% 391,464 $239.7M
Invictus Private Wealth, LLC 14.76% Add +2.8% 384,994 $235.8M
Lincoln National Corp. 6.69% Reduce -1.5% 383,188 $234.7M
Regions Financial Corp. 1.52% Reduce -1.1% 381,283 $233.5M
Stratos Wealth Partners, LTD. 2.75% Add +2.7% 376,873 $230.8M
Fusion Family Wealth, LLC 17.14% Reduce -1.1% 373,682 $228.8M
New York Life Insurance Co. 56.14% No change 372,170 $227.9M
SBI Securities Co., Ltd. 5.81% Reduce -2.6% 370,417 $226.8M
West Virginia University Foundation, Inc 59.47% Add +11.1% 369,278 $226.1M
Norinchukin Bank, The 2.98% No change 362,580 $222.0M
Gleason Group, Inc. 22.18% Add +1.6% 360,660 $220.9M
Brown Advisory Inc. 0.29% Add +3.8% 360,345 $220.7M
Coldstream Capital Management Inc. 2.97% Add +1.4% 359,726 $220.3M
Welch Capital Partners LLC 44.87% Reduce -0.1% 355,755 $217.9M
Sageworth Trust Co 10.12% Add +3.2% 354,843 $217.3M
Trajan Wealth LLC 9.31% Reduce -3.0% 352,078 $215.6M
Powers Capital, LLC 99.06% No change 350,822 $214.8M
Retirement Systems of Alabama 0.71% Reduce -5.5% 349,164 $213.8M
Country Trust Bank 4.61% Reduce -21.9% 344,195 $210.8M
Bartlett & Co. Wealth Management LLC 2.73% Reduce -1.7% 335,625 $206.1M
Itau Unibanco Holding S.A. 7.01% Reduce -5.7% 336,485 $206.1M
AE Wealth Management LLC 1.30% Add +1.4% 331,857 $203.2M
Blair William & Co. 0.54% Add +8.6% 330,019 $202.1M
Albion Financial Group 12.20% Add +7.7% 329,789 $202.0M
GeoWealth Management, LLC 7.24% Reduce -9.7% 323,908 $198.4M
Blue Trust, Inc. 2.21% Reduce -0.4% 320,877 $196.5M
Steel Grove Capital Advisors, LLC 23.41% No change 345,340 $196.2M
Intrust Bank NA 16.16% Reduce -2.0% 317,217 $194.3M
Private Advisor Group, LLC 0.95% Reduce -0.2% 316,281 $193.7M
TLT Family Holdco ULC 17.64% No change 315,500 $193.2M
Equitable Trust Co. 8.84% Reduce -0.9% 314,187 $192.4M
Farther Finance Advisors, LLC 2.90% Reduce -3.4% 313,439 $191.9M
Means Investment Co., Inc. 16.60% Add +3.1% 313,272 $191.8M
American Trust 16.07% Reduce -3.9% 310,609 $190.2M
Lockheed Martin Investment Management Co. 6.99% Reduce -1.3% 310,000 $189.8M
Human Investing LLC 27.80% Reduce -0.8% 307,240 $188.1M
Betterment LLC 0.37% Reduce -0.1% 303,612 $185.9M
Zhang Financial LLC 7.54% Add +3.2% 303,156 $185.6M
Sterling Capital Management LLC 2.69% Reduce -13.4% 299,596 $183.5M
Macquarie Group Ltd. 0.21% Reduce -6.8% 298,954 $183.1M
OneDigital Investment Advisors LLC 1.86% Add +0.0% 295,680 $181.1M
Merit Financial Group, LLC 1.66% Reduce -1.8% 294,519 $180.4M
Wescott Financial Advisory Group, LLC 16.13% Reduce -0.8% 293,516 $179.7M
State of Tennessee, Department of Treasury 0.60% Reduce -0.3% 293,171 $179.5M
Taiyo Life Insurance Co. 15.57% No change 290,100 $177.7M
AMG National Trust Bank 4.28% Add +6.3% 286,899 $175.7M
DAVENPORT & Co LLC 0.94% Add +7.1% 284,027 $173.9M
Equitable Holdings, Inc. 1.28% Add +6.8% 283,600 $173.7M
Glassman Wealth Services 24.32% Add +0.2% 282,663 $173.1M
Hardy Reed LLC 12.64% Reduce -0.1% 280,432 $171.7M
Peapack Gladstone Financial Corp. 2.22% Add +20.3% 278,945 $170.8M
Fairfield University 84.14% Add +0.3% 277,274 $169.8M
Greenwood Gearhart LLC 9.60% Add +0.2% 272,049 $166.6M
First American Financial Corp 54.14% Reduce -7.3% 269,721 $165.2M
Chicago Partners Investment Group LLC 4.29% Add +3.0% 259,610 $164.0M
Opus Capital Group, LLC 18.18% Reduce -0.8% 264,209 $161.8M
Federation des caisses Desjardins du Quebec 0.63% Add +0.1% 261,948 $160.4M
GoalVest Advisory LLC 33.98% Add +9.4% 261,688 $160.3M
Allen Investment Management, LLC 1.75% Add +2.5% 257,722 $157.8M
D.A. Davidson & Co. 1.01% Add +6.8% 257,148 $157.5M
Thrivent Financial for Lutherans 0.31% Add +50.7% 253,831 $155.4M
Venturi Wealth Management, LLC 7.11% Add +323.5% 250,083 $153.1M
Hirtle & Co., LLC 6.00% Reduce -6.4% 247,889 $151.8M
Litman Gregory Wealth Management LLC 11.28% Reduce -0.0% 247,673 $151.7M
Lutz Financial Services LLC 10.95% Add +1.3% 246,920 $151.2M
Concurrent Investment Advisors, LLC 2.61% Reduce -3.7% 246,795 $151.1M
Bogart Wealth, LLC 6.12% Reduce -0.4% 246,522 $151.0M
First Western Trust Bank 6.93% Reduce -6.9% 246,317 $150.8M
Global Wealth Strategies & Associates 38.46% Add +2.0% 244,257 $149.6M
Permanent Capital Management, LP 27.94% — 243,343 $149.4M
World Investment Advisors 3.05% Add +8.9% 243,333 $149.0M
Forvis Mazars Wealth Advisors, LLC 2.94% Reduce -3.7% 241,332 $147.8M
ALM First Financial Advisors, LLC 29.39% Add +1.8% 279,495 $145.7M
Vestmark Advisory Solutions, Inc. 2.77% Add +102.1% 237,328 $145.3M
Nissay Asset Management Corp. /Japan 0.80% No change 236,572 $144.9M
Pinnacle Financial Partners Inc 3.43% Reduce -31.8% 233,643 $143.1M
Wiser Wealth Management, Inc 32.46% Reduce -0.2% 231,835 $142.0M
Condor Capital Management 11.54% Add +1.5% 229,929 $140.8M
Savvy Advisors, Inc. 6.47% Add +28.9% 229,708 $140.7M
Millburn Ridgefield LLC 3.36% Reduce -6.8% 229,564 $140.6M
Catalyst Capital Advisors LLC 2.84% Reduce -6.8% 229,564 $140.6M
Cwm, LLC 0.42% Add +0.8% 228,956 $140.2M
Proficio Capital Partners LLC 9.54% Add +0.1% 226,841 $138.9M
Savant Capital, LLC 0.84% Reduce -2.0% 225,953 $138.4M
Clarius Group, LLC 8.13% Add +9.3% 224,183 $137.3M
Choreo, LLC 1.78% Add +6.8% 222,920 $136.9M
Banco Santander, S.A. 1.20% Add +22.8% 220,543 $135.1M
OP Asset Management Ltd 1.77% No change 219,490 $134.4M
Steele Capital Management, Inc. 5.90% Add +2.9% 216,604 $132.9M
Yarbrough Capital, LLC 4.13% No change 216,447 $132.5M
Prime Capital Investment Advisors, LLC 1.66% Reduce -1.2% 215,544 $132.0M
Agf Management Ltd. 0.58% Add +0.1% 214,689 $131.5M
Arrow Financial Corp 13.30% Reduce -1.6% 212,345 $130.0M
Fund Evaluation Group, LLC 4.68% Reduce -3.3% 211,219 $129.3M
Strategic Investment Advisors / MI 11.52% Reduce -62.5% 69,669 $128.2M
Tectonic Advisors LLC 6.84% Add +3.6% 204,459 $125.2M
Bank Hapoalim BM 15.99% Add +22.4% 202,672 $124.1M
Ancora Advisors LLC 2.48% Reduce -7.6% 202,035 $123.7M
Mayport, LLC 26.66% Add +1.2% 200,959 $123.1M
Caprock Group, LLC 3.02% — 206,680 $122.6M
Mesirow Financial Investment Management, Inc. 2.19% Reduce -1.1% 199,746 $122.3M
StoneX Group Inc. 5.33% Add +1.5% 198,769 $122.1M
Southern Farm Bureau Life Insurance 14.39% No change 199,115 $122.0M
Partners Capital Investment Group, LLP 4.82% Reduce -2.3% 197,963 $121.2M
Affiance Financial, LLC 22.02% Add +5.7% 197,497 $120.9M
State Farm Mutual Automobile Insurance Co. 0.10% Add +203.9% 197,487 $120.9M
Amtrust Financial Services, Inc. 40.42% No change 196,400 $120.3M
United Services Automobile Association 8.28% Reduce -3.1% 193,459 $118.5M
Orion Porfolio Solutions, LLC 0.91% Add +30.1% 192,498 $117.9M
HB Wealth Management, LLC 0.79% Add +12.4% 190,292 $116.5M
Charles Schwab Trust Co 7.88% Add +0.4% 189,605 $116.1M
Mgo One Seven LLC 2.65% Add +496.3% 187,411 $114.8M
J. Safra Sarasin Holding AG 1.85% Reduce -2.4% 186,537 $114.2M
BNP Paribas Financial Markets 0.09% Add +157.8% 185,512 $113.6M
Apollon Wealth Management, LLC 2.01% Add +1.8% 184,460 $113.0M
Arkos Global Advisors 14.34% Reduce -2.2% 183,893 $112.6M
Efficient Advisors, LLC 6.33% Add +1.2% 183,356 $112.3M
RMR Wealth Builders 9.28% Add +5.1% 180,562 $110.9M
Bell Bank 4.77% Reduce -0.7% 179,983 $110.2M
NorthCoast Asset Management LLC 0.43% Add +1.7% 179,827 $110.2M
Crane Advisory, LLC 17.22% Reduce -0.3% 177,541 $109.6M
HSBC Holdings PLC 0.06% Add +5.1% 178,951 $109.5M
Factory Mutual Insurance Co. 1.06% Add +30.8% 178,137 $109.1M
RFG Holdings, Inc. 28.09% Add +2.7% 177,777 $108.9M
One Day In July LLC 9.16% Reduce -10.0% 176,882 $108.3M
Common Fund for Nonprofit Organizations 9.30% Add +31.8% 176,756 $108.2M
Redwood Investment Management, LLC 11.53% Add +46.2% 173,915 $106.5M
Prudential Financial Inc. 0.13% Add +13714.7% 172,684 $105.7M
Wedmont Private Capital 3.91% Add +10.1% 170,956 $105.2M
Atria Investments, Inc 1.20% Add +4.7% 171,222 $104.9M
American Family Investments, Inc. 5.48% Add +14.8% 170,713 $104.5M
Compass Financial Group, INC 15.70% Add +2.8% 170,589 $104.5M
&partners 0.67% Add +12.1% 168,809 $104.4M
Evoke Wealth, LLC 2.18% Add +0.7% 170,052 $104.4M
Mill Creek Capital Advisors, LLC 2.15% Add +0.1% 170,535 $104.4M
Sepio Capital, LP 6.13% Add +0.9% 169,103 $103.6M
Sei Investments Co. 0.11% Add +40.0% 168,843 $103.4M
WASHINGTON TRUST Co 3.35% Add +2.5% 166,674 $102.1M
Performa Ltd (US), LLC 26.88% Add +1.5% 165,492 $101.3M
Proffitt & Goodson Inc. 14.53% Add +36.2% 165,362 $101.3M
Advisor OS, LLC 8.74% Add +2.4% 165,336 $101.2M
Ironclad Investments LLC 47.75% No change 164,258 $100.6M
Jain Global LLC 1.40% New 164,000 $100.4M
CJM Wealth Advisers, Ltd. 30.58% Reduce -1.2% 162,523 $99.5M
Conrad Siegel Investment Advisors, Inc. 20.77% Reduce -0.1% 161,591 $99.0M
Korea Investment CORP 0.20% No change 161,090 $98.6M
West Financial Advisors, LLC 16.30% Add +14.5% 161,020 $98.6M
Ensign Peak Advisors, Inc 0.16% Reduce -1.6% 160,374 $98.2M
PNC Financial Services Group, Inc. 0.06% Add +2.9% 158,827 $97.3M
Gotham Asset Management 0.42% Add +23.0% 158,139 $96.8M
OneAscent Financial Services LLC 6.45% Add +21.8% 157,683 $96.8M
Comerica Bank 0.36% Reduce -1.1% 157,995 $96.8M
SilverOak Wealth Management LLC 16.28% Reduce -0.1% 157,556 $96.5M
Aspiriant, LLC 2.94% Reduce -0.3% 157,178 $96.3M
Scotia Capital Inc. 0.41% Add +49.6% 156,689 $96.0M
Pure Financial Advisors, LLC 1.51% Add +3.0% 155,299 $95.1M
Citadel Advisors 0.08% Add +116.4% 155,244 $95.1M
BIP Wealth, LLC 4.68% Add +2518.4% 154,724 $94.8M
Goldstone Financial Group, LLC 11.21% Add +6.3% 154,702 $94.7M
Summit Financial, LLC 1.43% Add +10.8% 152,583 $93.4M
WestHill Financial Advisors, Inc. 18.28% Add +1.0% 152,353 $93.3M
J.W. Cole Advisors, Inc. 1.79% Add +4.8% 152,277 $93.3M
Obermeyer Wealth Partners 4.34% Reduce -0.7% 151,418 $92.7M
Wealthcare Advisory Partners LLC 1.93% Add +4.3% 151,389 $92.7M
Empire Life Investments Inc. 5.31% Reduce -2.1% 148,032 $90.7M
MJP Associates Inc. 11.94% Reduce -0.6% 147,930 $90.6M
Privium Fund Management (UK) Ltd 56.38% Reduce -3.7% 147,800 $90.2M
Composition Wealth, LLC 1.35% Add +10.8% 147,136 $90.1M
Cambridge Advisors Inc. 17.56% Reduce -1.0% 146,754 $89.9M
Stordahl Capital Management, Inc. 18.84% Reduce -4.1% 146,477 $89.7M
Simon Quick Advisors, LLC 4.04% Add +5.4% 145,701 $89.2M
IMC-Chicago, LLC 1.58% Add +23.6% 145,518 $89.1M
CFO4Life Group, LLC 12.95% Add +0.4% 145,447 $89.1M
Circle Wealth Management, LLC 1.72% Add +4.1% 144,043 $88.2M
MA Private Wealth 14.82% Reduce -0.8% 143,924 $88.1M
Brass Tax Wealth Management, Inc. 14.57% Add +2.5% 143,098 $87.6M
Trevian Wealth Management LLC 46.49% Add +0.2% 141,443 $86.6M
Manning & Napier Advisors LLC 1.10% Add +2.3% 141,093 $86.4M
Webster Bank, N. A. 8.27% Reduce -4.3% 140,237 $85.9M
Angeles Wealth Management, LLC 5.24% Add +0.8% 139,526 $85.4M
Pinion Investment Advisors, LLC 23.16% Add +13.1% 136,191 $84.8M
Elwood & Goetz Wealth Advisory Group, LLC 15.98% Add +3.3% 135,950 $83.3M
MAI Capital Management 0.51% Add +4.5% 134,331 $82.3M
Beaird Harris Wealth Management, LLC 5.82% Add +16.8% 134,048 $82.1M
Syntegra Private Wealth Group, LLC 7.71% Add +13.9% 133,552 $81.8M
Texas Capital Bancshares Inc 31.67% Reduce -10.7% 131,397 $80.5M
Jefferies Financial Group Inc. 0.76% Add +2.5% 131,135 $80.3M
AmeriServ Wealth Advisors 40.52% Add +9.2% 130,953 $80.2M
Brio Consultants, LLC 10.98% Add +2.0% 130,359 $79.8M
Larson Financial Group LLC 2.77% Reduce -20.0% 128,967 $79.0M
Aptus Capital Advisors, LLC 0.72% Add +6.3% 128,797 $78.9M
Fortune 45 LLC 39.80% Add +5.7% 128,473 $78.4M
Standard Family Office LLC 84.52% No change 127,386 $78.0M
Francis Financial, Inc. 13.77% Add +1.4% 126,166 $77.3M
CoreCap Advisors, LLC 2.80% Reduce -3.8% 125,658 $77.0M
Bank of Nova Scotia 0.14% Reduce -0.0% 124,238 $76.1M
Dunhill Financial, LLC 25.47% Add +13.4% 123,777 $75.8M
Fidato Wealth LLC 49.83% Add +1.3% 123,797 $75.8M
Brookstone Capital Management 0.90% Add +4.1% 123,759 $75.8M
P/E Global LLC 15.13% Add +0.2% 123,566 $75.7M
Evermay Wealth Management LLC 8.62% Reduce -3.3% 122,842 $75.4M
Selective Wealth Management, Inc. 24.12% Reduce -1.1% 121,774 $74.9M
Kingsview Wealth Management, LLC 1.14% Add +15.3% 122,224 $74.8M
Capital Group Private Client Services, Inc. 1.25% Add +15.2% 122,124 $74.8M
Scott Capital Advisors, LLC 16.90% Reduce -1.8% 120,695 $74.7M
Fiduciary Wealth Partners, LLC 31.28% Add +125.9% 121,659 $74.5M
Summit Wealth Group, LLC 17.92% Reduce -1.4% 120,996 $74.1M
Oldfather Financial Services, LLC 22.93% Add +2.0% 120,209 $73.6M
Ciovacco Capital Management LLC 37.04% Reduce -1.2% 120,150 $73.6M
Grove Bank & Trust 8.57% Reduce -0.6% 119,640 $73.3M
BOCHK Asset Management Ltd 19.21% Reduce -15.0% 119,000 $72.9M
Standpoint Asset Management, LLC 16.42% Reduce -15.2% 118,600 $72.6M
Franklin, Parlapiano, Turner & Welch, LLC 18.26% Reduce -2.3% 118,001 $72.3M
Turtle Creek Wealth Advisors, LLC 6.45% Reduce -13.3% 117,940 $72.2M
SoundView Advisors Inc. 24.73% Add +20.1% 127,462 $72.2M
William Marsh Rice University 49.01% No change 116,799 $71.5M
Integrated Wealth Concepts LLC 0.64% Add +5.1% 116,567 $71.4M
Silphium Asset Management Ltd 21.11% Add +17.1% 116,530 $71.4M
Investment Research & Advisory Group, Inc. 24.08% Add +5.4% 116,020 $71.0M
David Kennon Inc 25.22% Reduce -1.6% 114,406 $70.1M
Lansing Street Advisors 18.46% Reduce -1.5% 113,254 $69.6M
Prudential PLC 0.51% No change 113,192 $69.3M
Strategic Blueprint, LLC 3.02% Add +8.6% 112,778 $69.1M
Fifth Third Securities, Inc. 4.66% Add +1.1% 111,471 $68.3M
Fiducient Advisors LLC 7.97% Add +137.0% 111,010 $68.2M
Midwest Trust Co 0.89% Add +3.5% 111,188 $68.1M
Northeast Investment Management 2.73% Add +4.8% 110,837 $67.9M
Valeo Financial Advisors, LLC 1.53% Add +14.5% 109,750 $67.2M
O'shaughnessy Asset Management, LLC 0.39% Add +21.0% 109,266 $66.9M
West Paces Advisors Inc. 13.12% Add +1.8% 107,636 $65.9M
Ballentine Partners, LLC 0.91% Reduce -0.6% 107,560 $65.9M
Allworth Financial LP 0.29% Add +1.2% 107,451 $65.8M
Commerce Bank 0.37% Add +0.1% 107,185 $65.6M
Taikang Asset Management (Hong Kong) Co Ltd 7.33% Add +17.9% 107,165 $65.6M
Certuity, LLC 4.49% Add +564.2% 106,687 $65.3M
Brighton Securities Corp. 33.59% Reduce -3.9% 105,303 $64.5M
Sierra Capital LLC 7.06% Reduce -3.8% 105,152 $64.4M
Perigon Wealth Management, LLC 1.31% Add +2.3% 105,002 $64.3M
Stephens Consulting, LLC 22.15% Reduce -31.2% 104,899 $64.2M
Stephens Inc. 0.82% Reduce -5.1% 104,436 $64.0M
Rathbones Group PLC 0.26% Add +1.2% 104,431 $64.0M
Jasper Ridge Partners, L.P. 1.43% Reduce -13.2% 103,973 $63.7M
Choate Investment Advisors 1.32% Add +3.1% 103,935 $63.6M
TradeWell Securities, LLC. 26.70% Add +2.7% 103,361 $63.5M
Progeny 3, Inc. 3.26% Reduce -17.5% 103,300 $63.3M
Kestra Private Wealth Services, LLC 0.83% Add +0.5% 103,094 $63.1M
Hill Island Financial LLC 15.68% Add +3.9% 102,572 $62.8M
Nadler Financial Group, Inc. 5.98% Reduce -5.4% 102,505 $62.8M
Simplicity Wealth,LLC 3.61% Reduce -15.8% 101,842 $62.4M
Acorn Financial Advisory Services Inc. 9.55% Reduce -1.3% 101,678 $62.3M
Bailard, Inc. 1.34% Add +2.1% 100,487 $61.5M
AJ Advisors, LLC 25.11% Add +1.8% 100,174 $61.3M
Crestmont Private Wealth LLC 19.89% Add +4.0% 98,322 $60.2M
Moody National Bank Trust Division 5.05% Add +7.0% 97,713 $59.8M
Gitterman Wealth Management, LLC 13.66% Reduce -0.6% 97,320 $59.6M
Hamilton Capital Partners Inc. 2.46% Add +1359.3% 97,090 $59.5M
Optas, LLC 10.03% Reduce -5.6% 96,457 $59.1M
Safir Wealth Advisors, LLC 41.57% Reduce -1.5% 96,105 $58.9M
Roundview Capital LLC 3.72% Reduce -9.2% 96,017 $58.8M
Twele Capital Management, Inc. 10.84% Reduce -1.4% 95,935 $58.7M
Guardian Wealth Advisors, LLC / NC 3.82% Add +1.2% 95,604 $58.5M
Synovus Financial Corp. 0.66% Add +56.2% 94,529 $57.9M
Fragasso Financial Advisors Inc 3.61% Add +0.6% 93,934 $57.8M
Daymark Wealth Partners, LLC 1.96% Add +14.1% 94,306 $57.8M
Warren Street Wealth Advisors, LLC 17.31% Reduce -39.6% 94,235 $57.7M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 8.40% No change 94,007 $57.6M
Wit, LLC 1.30% No change 93,476 $57.2M
Souders Financial Advisors 6.80% Reduce -1.4% 93,393 $57.2M
Gentry Private Wealth, LLC 39.50% Add +4.7% 92,612 $56.7M
New England Asset Management Inc. 7.70% Add +583.8% 92,580 $56.7M
Hillcrest Wealth Advisors - NY, LLC 25.47% Reduce -1.7% 92,515 $56.7M
Mutual Advisors, LLC 1.24% Add +4.5% 91,390 $56.4M
Kearns & Associates LLC 29.67% Reduce -0.2% 91,257 $55.9M
Next Level Wealth Planning, LLC 31.43% Add +5.0% 90,914 $55.7M
Deutsche Bank AG 0.02% Reduce -72.2% 90,854 $55.6M
Elm Partners Management LLC 2.79% Add +5.2% 90,620 $55.5M
National Bank of Canada 0.06% Reduce -4.6% 90,504 $55.4M
CENTRAL TRUST Co 1.15% Add +4.8% 90,174 $55.2M
AlphaCore Capital LLC 1.86% Add +4.0% 89,821 $55.2M
Gladstone Institutional Advisory LLC 2.12% Reduce -1.6% 90,020 $55.1M
Trust Co of Tennessee 11.60% Add +0.9% 89,866 $55.0M
Rolek Wealth Management LLC 41.29% Add +7.5% 89,803 $55.0M
Elevation Point Wealth Partners, LLC 3.82% Add +6433.1% 89,373 $54.9M
Level Financial Advisors 15.37% Reduce -0.0% 89,025 $54.5M
Kinsale Capital Group, Inc. 9.94% Add +0.3% 88,762 $54.4M
LM Advisors LLC 7.86% Add +10.3% 88,517 $54.2M
IFG Advisors, LLC 8.84% Add +7.0% 88,460 $54.2M
Cantor Fitzgerald Investment Advisors L.P. 3.67% Reduce -4.0% 88,054 $53.9M
Focus Partners Advisor Solutions, LLC 0.61% Add +86.3% 85,854 $53.7M
Advanced Asset Management Advisors Inc 14.31% Reduce -0.2% 87,401 $53.5M
Geneos Wealth Management Inc. 1.34% Add +7.0% 86,173 $52.8M
Oppenheimer & Co. Inc. 0.64% Add +9.3% 86,026 $52.7M
RedJay Asset Management Inc. 8.22% New 85,800 $52.5M
Freestone Capital Holdings, LLC 1.61% Reduce -8.0% 85,610 $52.4M
AlTi Global, Inc. 1.22% Reduce -8.0% 84,463 $51.9M
Evercore Wealth Management, LLC 0.76% Add +23.5% 84,377 $51.7M
CANADA LIFE ASSURANCE Co 0.07% Reduce -0.6% 84,133 $51.4M
Passaic Partners LLC 6.18% Reduce -9.4% 83,874 $51.4M
Afbi LP 100.00% — 83,870 $51.4M
Fiduciary Group, LLC 4.51% Add +5.9% 83,777 $51.3M
Crescent Grove Advisors, LLC 4.91% Add +0.1% 83,407 $51.2M
EMC Capital Management 24.15% Reduce -2.2% 83,371 $51.1M
Salomon & Ludwin, LLC 4.58% Reduce -3.4% 82,630 $50.9M
HBW Advisory Services LLC 5.72% Add +3.0% 83,025 $50.8M
Rooted Wealth Advisors, Inc. 15.45% Add +1.7% 82,327 $50.7M
B.O.S.S. Retirement Advisors, LLC 12.09% Add +8.3% 82,534 $50.5M
Boyd Wealth Management, LLC 21.72% Add +0.3% 82,363 $50.4M
3Chopt Investment Partners, LLC 11.47% Reduce -8.9% 82,119 $50.4M
Sompo Asset Management Co., Ltd. 8.65% Reduce -2.8% 82,019 $50.2M
Wolverine Trading, LLC 1.01% Add +45.1% 82,261 $50.2M
Sage Financial Group Inc. 3.41% Reduce -0.0% 81,911 $50.2M
Sage Mountain Advisors LLC 2.87% Reduce -1.4% 81,810 $50.1M
Fiduciary Trust Co 0.57% Reduce -2.7% 81,635 $50.0M
Mitchell McLeod Pugh & Williams Inc. 8.02% Add +23.7% 78,987 $49.9M
HBK Sorce Advisory LLC 1.24% Reduce -6.5% 81,114 $49.6M
ForthRight Wealth Management, LLC 14.32% Add +1.4% 80,462 $49.3M
Drucker Wealth 3.0, LLC 8.77% Reduce -5.7% 80,440 $49.3M
Compound Planning, Inc. 1.59% Reduce -3.0% 80,283 $49.2M
BCK Partners, Inc. 26.43% Add +2.2% 80,152 $49.1M
Rehmann Capital Advisory Group 2.68% Add +10.7% 79,885 $48.9M
Resolute Advisors LLC 12.55% Add +0.2% 79,620 $48.9M
Money Concepts Capital Corp. 3.02% Add +3.2% 79,840 $48.9M
Sigma Planning Corp 1.39% Reduce -21.5% 79,760 $48.8M
Tenon Financial LLC 25.00% Add +5.1% 79,551 $48.7M
Fort Washington Investment Advisors Inc. 0.26% Add +0.6% 79,297 $48.6M
Greenleaf Trust 0.44% Reduce -1.7% 78,625 $48.1M
Bank Julius Baer & Co. Ltd, Zurich 0.13% Add +11.2% 77,498 $47.5M
Global Retirement Partners, LLC 1.06% Reduce -7.9% 77,267 $47.3M
Steph & Co. 14.28% Add +0.1% 76,347 $46.8M
TD Private Client Wealth LLC 1.05% Add +0.9% 75,978 $46.5M
Associated Banc-Corp 1.22% Add +8.8% 75,861 $46.5M
Lepercq De Neuflize Asset Management LLC 26.78% New 75,784 $46.4M
Franklin Resources Inc. 0.01% Add +1.8% 75,467 $46.2M
Fort Point Capital Partners LLC 5.85% Add +4.6% 75,023 $46.1M
Diversify Advisory Services, LLC 1.55% Add +2.2% 73,322 $46.1M
GreatBanc Trust CO 31.46% — 75,040 $46.0M
Kickstand Ventures, Llc. 10.10% Add +0.2% 74,928 $45.9M
Sellwood Investment Partners LLC 18.21% Add +0.1% 74,716 $45.8M
Foundations Investment Advisors, LLC 0.66% Add +5.9% 74,614 $45.7M
Avior Wealth Management, LLC 1.45% Add +5.2% 73,761 $45.2M
Landmark Wealth Management, Inc. 17.63% Add +0.7% 73,726 $45.1M
Galilei Investment Office LLP 21.64% Reduce -1.1% 74,812 $45.0M
TrueWealth Financial Partners 22.92% Add +47.8% 73,344 $44.9M
Innovative Wealth Building LLC 34.89% Add +2.5% 73,095 $44.8M
MBM Wealth Consultants, LLC 11.11% Reduce -4.6% 73,076 $44.8M
Waverly Advisors, LLC 0.45% Add +1.2% 72,878 $44.6M
Westerkirk Capital Inc. 5.10% Add +7.5% 72,873 $44.6M
Oak Harvest Investment Services 5.20% Reduce -0.1% 72,786 $44.6M
Rwa Wealth Partners, LLC 0.51% Reduce -1.3% 72,658 $44.5M
Two Sigma Investments, LP 0.07% Add +25.9% 71,870 $44.0M
Johnson Investment Counsel Inc. 0.37% Add +17.8% 71,236 $43.6M
Howland Capital Management LLC 1.66% Add +0.6% 70,986 $43.6M
Sheets Smith Wealth Management 4.93% Add +2.8% 71,118 $43.6M
Cibc World Market Inc. 0.09% Reduce -2.0% 70,841 $43.4M
Avion Wealth 9.20% Reduce -2.1% 70,013 $42.9M
BCS Wealth Management 9.62% Add +4.2% 69,727 $42.7M
Cardiff Park Advisors, LLC 3.26% New 69,335 $42.5M
Front Street Capital Management, Inc. 6.55% Add +896.4% 69,338 $42.4M
Nan Shan Life Insurance Co., Ltd. 0.90% Add +23.4% 69,306 $42.4M
St. Louis Trust Co 5.29% Add +7.9% 69,240 $42.4M
NWF Advisory Services Inc. 4.63% Reduce -3.9% 68,901 $42.2M
Phillips Financial Management, LLC 2.78% Add +0.1% 68,849 $42.2M
Modern Wealth Management, LLC 0.83% Reduce -11.1% 68,824 $42.1M
Parisi Gray Wealth Management 10.95% Reduce -0.2% 68,690 $42.1M
Plancorp, LLC 1.30% Add +2.3% 67,729 $41.5M
Asset Management One Co., Ltd. 0.12% Add +1412.5% 67,564 $41.4M
Fulton Bank, N.A. 1.44% Add +6.3% 67,421 $41.3M
Landmark Wealth Management, LLC 16.10% Reduce -2.4% 66,212 $40.5M
SigFig Wealth Management, LLC 1.25% Add +0.1% 66,404 $40.5M
Liberty Square Wealth Partners LLC 12.50% Reduce -15.0% 66,140 $40.5M
Mather Group, Llc. 0.41% Add +0.4% 65,866 $40.3M
Hikari Tsushin, Inc. 2.71% Reduce -10.6% 65,840 $40.3M
Principal Financial Group Inc. 0.02% Reduce -1.7% 65,690 $40.2M
Ashton Thomas Securities, LLC 5.62% Add +91.0% 65,632 $40.2M
Eagle Wealth Strategies LLC 19.98% Add +0.0% 65,576 $40.2M
Verum Partners LLC 8.55% Add +3.8% 65,513 $40.1M
Cynosure Group, LLC 4.33% Add +13.4% 65,084 $39.9M
Financial Management Professionals, Inc. 4.09% Add +2.5% 63,915 $39.3M
Oxler Private Wealth LLC 11.38% Reduce -0.7% 63,848 $39.1M
Clifford Group, LLC 30.41% Add +2.5% 63,751 $39.0M
Greenbush Financial Group, LLC 14.96% Add +6.3% 63,669 $39.0M
Trek Financial, LLC 2.32% Add +141.2% 63,604 $38.9M
Pittenger & Anderson Inc. 1.43% Reduce -1.3% 63,581 $38.9M
Ameritas Investment Partners, Inc. 1.18% Reduce -3.9% 63,182 $38.7M
Leavell Investment Management, Inc. 1.63% Add +0.1% 62,786 $38.6M
University of Chicago 18.78% Add +2.8% 62,572 $38.4M
Okabena Investment Services Inc. 7.45% Add +6.5% 62,587 $38.3M
QRG Capital Management, Inc. 0.46% Add +1.0% 62,575 $38.3M
Precision Wealth Strategies, LLC 12.43% Reduce -7.6% 62,553 $38.3M
Curated Wealth Partners LLC 4.63% Add +10.2% 62,454 $38.2M
Legacy PCG, LLC 22.91% Reduce -3.1% 62,391 $38.2M
Ethos Financial Group, LLC 3.00% Reduce -1.1% 62,063 $38.1M
Ameraudi Asset Management, Inc. 22.76% Reduce -30.6% 61,445 $37.6M
Topsail Wealth Management, LLC 6.35% Add +0.2% 61,056 $37.5M
Aufman Associates Inc 21.10% Reduce -1.1% 61,217 $37.5M
Oak Root LLC 4.34% Reduce -2.3% 61,187 $37.5M
Jackson Wealth Management, LLC 3.73% Reduce -0.0% 60,984 $37.3M
Atlas Legacy Advisors, LLC 7.20% Add +2.9% 60,855 $37.3M
Fairway Wealth LLC 10.40% Add +19.1% 60,542 $37.1M
CreativeOne Wealth, LLC 0.89% Add +7.9% 59,618 $36.5M
Securian Asset Management, Inc. 0.97% Add +6.0% 59,605 $36.5M
Financial Sense Advisors, Inc. 7.49% Reduce -4.8% 59,438 $36.4M
Claro Advisors Inc. 5.24% Add +7.7% 58,655 $35.9M
Level Four Advisory Services, LLC 1.23% Add +3.8% 58,565 $35.9M
Mfa Wealth Advisors, LLC 7.82% Add +2949.6% 58,491 $35.8M
Bear Mountain Capital, Inc. 11.95% Reduce -0.3% 57,828 $35.7M
Aurelius Family Office LLC 15.87% Reduce -2.3% 58,246 $35.7M
Fairfax Financial Holdings 1.73% Reduce -20.1% 58,248 $35.7M
Garde Capital, Inc. 1.78% Reduce -6.3% 57,752 $35.4M
Fidelis Capital Partners, LLC 2.76% Add +0.3% 57,666 $35.3M
Integral Investment Advisors, Inc. 9.49% Reduce -0.5% 57,495 $35.2M
Boston Family Office LLC 2.24% Add +0.6% 57,429 $35.2M
Cordgrass Capital Advisors, LLC 8.66% Add +2.7% 57,272 $35.1M
Crestwood Advisors Group, LLC 0.60% Add +2.3% 57,253 $35.1M
Brooklyn FI, LLC 7.81% Add +6.1% 56,935 $34.9M
Lake Hills Wealth Management, LLC 18.57% Add +0.8% 56,790 $34.8M
Trust Co of the South 5.77% Add +0.6% 56,762 $34.8M
GenWealth Group, Inc. 6.47% Reduce -1.2% 56,760 $34.8M
Sfm, LLC 20.18% Add +0.9% 56,660 $34.7M
Stratos Wealth Advisors, LLC 1.67% Add +10.4% 56,609 $34.7M
Apella Capital, LLC 0.77% Add +61.1% 56,990 $34.6M
Bleakley Financial Group, LLC 0.80% Reduce -0.8% 56,367 $34.5M
Trust Co. of Vermont 1.50% Add +11.9% 56,092 $34.3M
IFG Advisory, LLC 1.54% Add +4.7% 55,158 $33.8M
Allianz SE 0.72% Add +307.8% 55,054 $33.7M
Basso Capital Management, L.P. 22.50% Add +0.3% 54,871 $33.6M
NewEdge Wealth, LLC 0.48% Add +18.4% 53,814 $33.5M
BBR Partners, LLC 1.93% Reduce -5.6% 54,692 $33.5M
TD Waterhouse Canada Inc. 0.22% Add +30.6% 54,373 $33.4M
Boston Trust Walden Corp 0.24% Add +22.1% 54,405 $33.3M
Vident Advisory, LLC 0.33% Add +7.3% 54,385 $33.3M
R. W. Roge & Company, Inc. 17.05% Add +0.2% 54,303 $33.3M
First Merchants Corp. 1.25% Add +22.2% 54,089 $33.1M
Applied Capital LLC 13.34% Add +0.9% 54,064 $33.1M
IFP Advisors, Inc 0.85% Add +27.8% 53,518 $32.8M
SOA Wealth Advisors, LLC. 5.29% Add +2.6% 53,054 $32.5M
Belpointe Asset Management LLC 1.24% Reduce -2.8% 53,024 $32.5M
Conquis Financial LLC 30.37% Reduce -3.4% 52,238 $32.1M
Advisory Services Network, LLC 0.47% Add +2.9% 52,035 $31.9M
Williams Jones Wealth Management, LLC. 0.36% Add +20.0% 52,032 $31.9M
Avidian Wealth Enterprises, LLC 1.20% Add +0.5% 52,014 $31.9M
Sumitomo Life Insurance Co. 0.98% Add +555.7% 51,800 $31.7M
PKO Investment Management Joint-Stock Co 2.71% Add +7.3% 51,758 $31.7M
Aspire Capital Advisors LLC 7.82% Add +0.6% 51,745 $31.7M
Parsons Capital Management Inc. 1.80% Add +0.2% 51,739 $31.7M
Bowman & Co S.C. 13.42% Add +1.8% 51,738 $31.7M
First Financial Corp. 12.41% Reduce -0.1% 51,724 $31.7M
Cullen/Frost Bankers, Inc. 0.37% Reduce -1.6% 51,459 $31.5M
Canton Hathaway, LLC 6.04% Add +0.2% 51,355 $31.4M
Woodside Wealth Management LLC 24.64% Add +1.9% 51,034 $31.3M
Baker Tilly Wealth Management, LLC 7.05% Add +1.1% 51,004 $31.2M
First National Bank of Omaha 1.97% Reduce -0.5% 50,831 $31.1M
Sandy Cove Advisors, LLC 9.92% Add +1.9% 50,683 $31.0M
Integrated Advisors Network LLC 1.29% Reduce -8.2% 50,201 $30.7M
Diana Davis Spencer Foundation 10.24% No change 49,675 $30.4M
Journey Beyond Wealth, LLC 24.96% Reduce -4.3% 49,542 $30.3M
Zurich Insurance Group Ltd 0.22% Reduce -7.0% 49,421 $30.3M
First Citizens Bank & Trust Co. 0.65% Add +4.0% 49,191 $30.1M
Sequoia Financial Advisors, LLC 0.18% Add +15.0% 49,152 $30.1M
Promus Capital, LLC 18.99% Add +9.1% 48,587 $29.8M
Weil Company, Inc. 7.16% Add +3.5% 48,559 $29.7M
Parallel Advisors, LLC 0.54% Reduce -0.9% 48,477 $29.7M
Charter Oak Capital Management, LLC 2.33% Reduce -3.8% 48,462 $29.7M
EverSource Wealth Advisors, LLC 1.17% Reduce -0.4% 48,384 $29.6M
Prospera Financial Services Inc 0.50% Add +0.4% 48,198 $29.6M
Argent Trust Co 1.04% Add +0.6% 48,056 $29.4M
Royal Fund Management, LLC 3.53% Reduce -13.2% 47,630 $29.3M
Kathleen S. Wright Associates Inc. 10.74% Add +4.4% 47,275 $29.0M
KilterHowling LLC 16.09% Add +1.0% 47,176 $28.9M
Marex Group Ltd 0.36% Add +850.1% 47,144 $28.9M
Meridian Financial Partners LLC 11.86% Reduce -1.6% 46,122 $28.5M
Park Avenue Securities LLC 0.22% Add +13.1% 46,304 $28.4M
Unconventional Investor, LLC 14.16% Add +2.6% 46,112 $28.2M
Capital Management Associates, Inc 7.62% Add +0.7% 46,039 $28.2M
Marshall Financial Group Inc. 7.75% Add +11.2% 46,006 $28.2M
Oakworth Capital, Inc. 1.62% Reduce -1.2% 45,897 $28.1M
Romano Brothers and Company 3.21% Add +2.1% 45,819 $28.1M
PFG Advisors 1.15% Reduce -93.3% 45,676 $28.0M
Van Eck Associates Corp. 0.03% Reduce -0.1% 45,598 $27.9M
CWS Financial Advisors, LLC 7.69% Reduce -1.3% 45,229 $27.7M
Thompson Siegel & Walmsley LLC 0.45% Reduce -5.3% 45,186 $27.7M
Canerector Inc. 14.11% Add +0.0% 45,150 $27.6M
Strategent Financial, LLC 19.73% Add +2.7% 45,042 $27.6M
Ade, LLC 13.94% Reduce -1.2% 45,024 $27.6M
Sensible Financial Planning & Management, LLC. 5.01% Add +5.3% 45,017 $27.6M
Southeast Asset Advisors, LLC 3.00% Reduce -0.7% 44,968 $27.5M
EnRich Financial Partners LLC 7.83% Add +0.6% 44,924 $27.5M
Tompkins Financial Corp. 2.29% Reduce -18.2% 44,665 $27.4M
High Net Worth Advisory Group LLC 6.57% Add +0.5% 44,604 $27.3M
Ameritas Advisory Services, LLC 1.79% Add +84.6% 44,602 $27.3M
Mandatum Life Insurance Co Ltd 6.52% Add +16.3% 44,542 $27.3M
Kingswood Wealth Advisors, LLC 1.65% Add +17.8% 44,402 $27.2M
Beacon Harbor Wealth Advisors, Inc. 6.35% Reduce -0.8% 44,373 $27.2M
Matrix Trust Co 4.25% Add +1.0% 44,284 $27.1M
North Star Investment Management Corp. 1.74% Add +4.6% 44,112 $27.0M
Evanson Asset Management, LLC 1.52% Add +13.0% 44,028 $27.0M
Members Advisory Group LLC 9.51% Add +1.1% 43,869 $26.9M
Alexander Labrunerie & Co., Inc. 10.04% Add +13.7% 43,900 $26.9M
Whittier Trust Co. of Nevada Inc. 0.57% Add +0.1% 43,632 $26.8M
O'Connor Financial Group LLC 11.25% Add +3.2% 43,820 $26.8M
Axxcess Wealth Management, LLC 0.57% Add +45.5% 43,814 $26.8M
Omega Advisors (Leon Cooperman) 0.83% No change 43,593 $26.7M
Baltimore-Washington Financial Advisors, Inc. 1.14% Add +0.9% 43,564 $26.7M
Fairscale Capital, LLC 18.32% Reduce -0.9% 43,386 $26.6M
C M Bidwell & Associates Ltd. 12.75% Add +278.4% 43,296 $26.5M
Bryant Woods Investment Advisors, LLC 10.30% Add +3.5% 43,028 $26.4M
Nicolet Bankshares Inc. 4.22% Add +2.9% 42,910 $26.3M
Freedom Financial Partners LLC 9.97% Add +1.6% 42,725 $26.2M
Exencial Wealth Advisors, LLC 0.85% Add +2.8% 42,472 $26.0M
American Century Companies Inc. 0.01% Add +24.9% 42,100 $25.8M
Operose Advisors LLC 6.43% Add +13.3% 42,099 $25.8M
First National Bank Sioux Falls 8.03% Add +0.2% 42,035 $25.7M
Waldron Private Wealth LLC 1.04% Add +11.9% 41,787 $25.7M
Intelligent Financial Strategies 12.41% Reduce -17.0% 41,513 $25.5M
Stuart Investment Advisors, Inc. 23.80% Reduce -0.2% 41,375 $25.3M
Retirement Wealth Solutions LLC 16.65% Reduce -1.6% 41,373 $25.3M
Arkadios Wealth Advisors 0.62% Add +2.9% 41,142 $25.2M
Three Bridge Wealth Advisors, LLC 6.47% Add +1.0% 40,881 $25.1M
Clark Financial Services Group Inc. 13.34% Reduce -1.2% 40,985 $25.1M
RFG Advisory, LLC 0.52% Add +3.8% 40,941 $25.1M
Family Office Research LLC 10.94% Add +1.3% 40,858 $25.0M
Naples Global Advisors, LLC 1.95% Add +0.5% 40,727 $25.0M
Verdence Capital Advisors LLC 1.44% Add +0.5% 39,687 $25.0M
Tritonpoint Wealth, LLC 2.14% Reduce -0.1% 40,626 $24.9M
Synergy Investment Management, LLC 9.53% Add +1.0% 40,735 $24.9M
VestGen Advisors, LLC 0.83% Reduce -5.0% 40,575 $24.8M
Wealth Group Ltd 5.74% Reduce -6.3% 40,524 $24.8M
CM Wealth Advisors LLC 6.54% Reduce -0.3% 40,381 $24.8M
Joel Isaacson & Co., LLC 0.89% Add +3.5% 40,471 $24.8M
Eq LLC 8.41% Add +1.8% 40,442 $24.8M
Wheelhouse Advisory Group LLC 10.61% Add +6.1% 40,239 $24.6M
Rareview Capital LLC 15.02% Reduce -2.5% 43,311 $24.6M
Venture Visionary Partners LLC 0.85% Reduce -15.9% 40,105 $24.6M
Asset Allocation & Management Company, LLC 10.44% No change 40,080 $24.5M
McCollum Christoferson Group LLC 7.02% Add +120.3% 40,014 $24.5M
UNIVEST FINANCIAL Corp 1.37% Reduce -7.9% 39,991 $24.5M
Spire Wealth Management 0.83% Add +13.3% 39,897 $24.4M
Core Wealth Advisors, Inc. 6.36% Reduce -0.1% 39,844 $24.4M
JDM Financial Group LLC 10.19% Reduce -11.5% 58,199 $24.3M
Signal Tree Financial Partners LLC 19.26% Add +1.6% 39,543 $24.3M
T. Rowe Price Associates Inc. 0.00% Add +1.1% 39,452 $24.2M
InvesTrust 8.80% No change 39,239 $24.0M
CVA Family Office, LLC 3.06% Add +0.1% 38,821 $23.8M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -49.9% 38,700 $23.7M
Sound View Wealth Advisors Group, LLC 1.63% Add +0.2% 38,681 $23.7M
Manchester Capital Management LLC 3.21% Reduce -5.9% 38,669 $23.7M
Park Presidio Capital LLC 2.06% Reduce -0.8% 38,617 $23.6M
Cornerstone Wealth Group, LLC 1.60% Add +2.4% 38,613 $23.6M
MKT Advisors LLC 8.80% Reduce -0.5% 38,475 $23.6M
Secure Asset Management, LLC 3.90% Reduce -8.8% 38,450 $23.6M
Journey Strategic Wealth LLC 0.66% Add +39.8% 38,326 $23.5M
Great Valley Advisor Group, Inc. 0.47% Add +4.5% 38,252 $23.4M
Diversify Wealth Management, LLC 1.35% Add +6.8% 37,259 $23.4M
Y.D. More Investments Ltd 1.32% Add +15.3% 38,170 $23.4M
waypoint wealth counsel 9.21% Reduce -1.3% 38,072 $23.3M
Balentine LLC 0.85% Add +1.6% 37,876 $23.2M
Brighton Jones LLC 0.55% Reduce -0.5% 37,785 $23.1M
First National Trust Co 0.79% Add +0.6% 37,687 $23.1M
Tribridge Partners Financial LLC 10.56% Add +17.2% 37,367 $23.0M
First Command Advisory Services, Inc. 0.17% Reduce -2.4% 37,539 $23.0M
Victory Financial Group, LLC 3.16% Add +24.0% 37,520 $23.0M
Riverpoint Wealth Management Holdings, LLC 5.02% Add +0.2% 37,307 $22.8M
Farmers & Merchants Investments Inc. 0.64% Add +0.3% 37,115 $22.7M
Cascades Capital Asset Management, LLC 10.16% Add +4.0% 37,108 $22.7M
TruWealth Advisors, LLC 1.15% Add +1.7% 37,025 $22.7M
Triad Wealth Partners, LLC 2.92% Add +47.9% 36,990 $22.7M
Stonegate Investment Group, LLC 0.52% Reduce -2.0% 36,888 $22.6M
Rialto Wealth Management, LLC 5.79% Reduce -5.5% 36,675 $22.5M
Capital Investment Advisors, LLC 0.37% Add +8.9% 36,641 $22.4M
Caliber Wealth Management, LLC / KS 2.50% Add +3.3% 36,611 $22.4M
1834 Investment Advisors Co. 2.75% Add +1.8% 36,562 $22.4M
Tudor Investment Corporation 0.15% Reduce -13.8% 36,506 $22.4M
Alamar Capital Management, LLC 11.81% Add +1.6% 36,367 $22.3M
Valtrion Capital Management, LLC 23.98% Add +6.9% 36,420 $22.3M
Evergreen Capital Management LLC 0.53% Add +3.5% 36,277 $22.3M
Heritage Wealth Advisors 0.97% Reduce -0.8% 36,369 $22.3M
Fort Vancouver Investment Management, LLC 12.35% Add +5.2% 36,320 $22.2M
Highline Wealth Partners LLC 5.98% Add +3.4% 36,302 $22.2M
FourThought Financial Partners, LLC 1.95% Add +16.5% 36,220 $22.2M
Nuveen, LLC 0.01% Add +66.2% 36,003 $22.0M
TD Capital Management LLC 1.98% Add +53.3% 35,821 $21.9M
Visionary Wealth Advisors 1.02% Add +35.1% 35,676 $21.8M
Lakeshore Financial Planning, Inc. 8.11% Reduce -3.8% 35,665 $21.8M
Smith Shellnut Wilson LLC 8.35% Add +8.5% 35,485 $21.7M
Apexium Financial, LP 1.06% Reduce -1.0% 35,423 $21.7M
Base Wealth Management LLC 12.38% Add +7.8% 35,466 $21.7M
Barings LLC 0.42% No change 35,299 $21.6M
Burney Co./ 0.69% Add +0.1% 35,244 $21.6M
Elevatus Welath Management 6.21% Reduce -19.7% 35,113 $21.5M
Montag A & Associates Inc. 0.99% Reduce -10.2% 34,861 $21.4M
Cary Street Partners Financial LLC 0.56% Add +0.6% 34,954 $21.4M
First Bank & Trust 3.60% Reduce -19.4% 34,914 $21.4M
Kovack Advisors, Inc. 2.01% Reduce -3.5% 34,852 $21.3M
Keystone Financial Group 1.63% Add +0.9% 34,712 $21.3M
Pinnacle Bancorp, Inc. 6.29% Reduce -1.3% 34,797 $21.3M
WNY Asset Management, LLC 2.05% Reduce -1.6% 34,776 $21.3M
Harbor Advisory Corp. 6.28% Reduce -0.3% 34,689 $21.2M
Guardian Financial Partners, LLC 8.96% Reduce -3.7% 34,668 $21.2M
Spectrum Investment Advisors, Inc. 11.46% Reduce -4.3% 34,574 $21.2M
Northstar Group, Inc. 3.20% Add +0.1% 34,324 $21.0M
Busey Bank 0.59% Add +56.2% 34,292 $21.0M
Carnegie Investment Counsel 0.40% Add +0.5% 34,260 $21.0M
Centric Wealth Management 4.65% Reduce -1.2% 33,347 $20.9M
Richardson Capital Management LLC 9.91% Add +846.4% 34,050 $20.9M
Envision Financial LLC 11.94% Add +11.5% 34,032 $20.8M
Milestone Asset Management, LLC 3.92% Add +136.5% 33,832 $20.7M
Red Door Wealth Management, LLC 2.20% Add +8.8% 33,768 $20.7M
Braun Stacey Associates Inc. 0.67% Add +0.5% 33,605 $20.6M
Lanham O'Dell & Company, Inc. 6.53% Add +2.3% 33,469 $20.5M
Ogorek Anthony Joseph /NY/ 5.86% Add +0.6% 33,447 $20.5M
SVB Wealth LLC 1.09% Reduce -8.4% 33,191 $20.3M
Dodds Wealth, LLC 5.03% Add +5.3% 33,158 $20.3M
Rational Advisors, Inc. 2.11% Reduce -16.2% 33,100 $20.3M
Quotient Wealth Partners, LLC 0.55% Reduce -1.0% 32,623 $20.0M
Tsfg, LLC 3.17% Add +3.9% 32,560 $19.9M
Brown Brothers Harriman & Co. 0.12% Add +15.2% 32,558 $19.9M
Madden Advisory Services, Inc. 8.34% Add +3.0% 32,406 $19.8M
Joel Adams & Associates, Inc. 15.97% Reduce -2.7% 32,325 $19.8M
Toronto Dominion Bank 0.04% Reduce -10.3% 32,363 $19.8M
Blue Square Asset Management, LLC 8.61% Add +1.9% 32,248 $19.7M
Roth Financial Partners LLC 6.65% Reduce -0.8% 32,207 $19.7M
GTS Securities LLC 0.76% Reduce -17.8% 32,134 $19.7M
Brave Asset Management Inc. 4.80% Reduce -2.9% 32,121 $19.7M
AssuredPartners Investment Advisors, LLC 4.35% Add +2.8% 31,948 $19.6M
Ballentine Capital Advisors, Inc 8.65% Add +0.6% 31,937 $19.6M
Thoroughbred Financial Services, LLC 1.21% Add +7.8% 31,929 $19.6M
Conning Inc. 0.68% Reduce -19.1% 31,887 $19.5M
Wesbanco Bank Inc. 0.54% Add +0.4% 31,833 $19.5M
Caerus Investment Advisors, LLC 7.91% Add +9.8% 31,558 $19.3M
Beaumont Financial Advisors, LLC 1.27% Reduce -3.4% 31,127 $19.1M
Abound Wealth Management 4.76% Add +10.4% 31,063 $19.0M
Atlatl Advisers LLC 7.55% Add +4.8% 31,041 $19.0M
Abacus Planning Group, Inc. 2.62% Reduce -1.3% 31,007 $19.0M
Main Street Financial Solutions, LLC 1.22% Add +1.7% 31,004 $19.0M
Capital City Trust Co. 4.60% Add +4.0% 30,724 $18.8M
Running Point Capital Advisors, LLC 5.03% Add +1.5% 30,655 $18.8M
Arete Wealth Advisors, LLC 1.17% Reduce -0.8% 30,592 $18.7M
Kohmann Bosshard Financial Services, LLC 1.92% Reduce -6.0% 30,389 $18.6M
Davidson Kahn Capital Management, LLC 10.36% Add +2.9% 30,346 $18.6M
Peachtree Investment Partners, LLC 6.44% Add +38.8% 30,339 $18.6M
Sunbeam Capital Management, LLC 11.53% Add +49.3% 30,203 $18.5M
Systelligence, LLC 3.51% Reduce -29.1% 30,215 $18.5M
Independent Financial Group, LLC 0.44% Add +9.9% 30,130 $18.5M
TFB Advisors LLC 5.35% Reduce -13.6% 30,183 $18.4M
Smartleaf Asset Management LLC 1.13% Add +19.1% 30,058 $18.3M
FWG Investments, LLC. 12.57% Reduce -2.5% 29,939 $18.3M
FineMark National Bank & Trust 0.60% Add +18.5% 29,920 $18.3M
Pilgrim Partners Asia Pte Ltd 8.14% — 29,850 $18.3M
Blackston Financial Advisory Group, LLC 10.83% Reduce -4.2% 29,768 $18.2M
Balance Wealth Partners LLC 4.47% Add +76.2% 29,570 $18.1M
Gibson Wealth Advisors LLC 12.86% Reduce -4.6% 29,549 $18.1M
Gutierrez Wealth Advisory, LLC 11.56% Reduce -1.2% 29,511 $18.1M
Ironsides Asset Advisors, LLC 4.65% Add +0.1% 29,460 $18.0M
SageView Advisory Group, LLC 0.62% Reduce -1.4% 29,439 $18.0M
Battery Global Advisors, LLC 8.45% Add +2.8% 29,270 $18.0M
Dorsey & Whitney Trust CO LLC 0.95% Add +3.1% 29,319 $18.0M
Atlanta Consulting Group Advisors, LLC 4.36% Add +80.8% 29,028 $17.8M
Seeds Investor LLC 3.75% Add +34.6% 29,050 $17.8M
Modera Wealth Management, LLC 0.21% Add +6.0% 28,978 $17.7M
Jane Street Group, LLC 0.02% New 28,944 $17.7M
Baker Ellis Asset Management LLC 2.18% Add +1.6% 28,870 $17.7M
Bridges Investment Management Inc. 0.23% Reduce -1.7% 28,859 $17.7M
Avory & Company, LLC 10.63% No change 28,810 $17.6M
Meridian Wealth Management, LLC 0.68% Reduce -3.1% 28,790 $17.6M
Evolution Wealth Advisors, LLC 2.36% Add +2.7% 28,720 $17.6M
Dynamic Advisor Solutions LLC 0.51% Add +30.9% 28,602 $17.5M
Ingalls & Snyder LLC 0.57% Add +20.1% 28,538 $17.5M
Peak Financial Management, Inc. 4.61% Reduce -4.7% 28,473 $17.4M
Saiph Capital, LLC 6.26% Add +0.0% 28,410 $17.4M
Curbstone Financial Management Corp 3.34% Reduce -0.2% 28,370 $17.4M
Fort Sheridan Advisors LLC 2.27% Add +11.9% 28,322 $17.3M
Lowery Thomas, LLC 9.96% Add +2.1% 28,152 $17.2M
Zuckerman Investment Group, LLC 1.60% Add +1.0% 28,091 $17.2M
Silvercrest Asset Management Group LLC 0.11% Reduce -1.2% 28,077 $17.2M
Haverford Trust Co 0.16% Add +0.6% 28,076 $17.2M
Security Financial Services, INC. 2.78% Reduce -1.4% 28,036 $17.2M
CSS LLC 2.99% No change 27,990 $17.1M
Plan Group Financial, LLC 4.60% Reduce -13.4% 27,971 $17.1M
Parkside Financial Bank & Trust 1.33% Add +1.6% 27,945 $17.1M
U.S. Capital Wealth Advisors, LLC 0.46% Add +20.8% 27,912 $17.1M
WorthPointe, LLC 6.38% Add +0.6% 27,815 $17.0M
Payden & Rygel 1.43% Reduce -8.7% 27,800 $17.0M
Americana Partners, LLC 0.51% Add +1.1% 27,790 $17.0M
Nicolet Advisory Services, LLC 1.30% Add +8.8% 27,254 $16.8M
Matrix Asset Advisors Inc. 1.55% Add +11.7% 27,302 $16.7M
Invenio Wealth Partners LLC 6.06% Add +19.1% 27,207 $16.7M
Arista Wealth Management, LLC 2.06% Reduce -1.7% 27,104 $16.6M
Delta Wealth Advisors LLC 12.97% Reduce -1.7% 27,059 $16.6M
SOL Capital Management CO 1.48% Add +1.4% 26,943 $16.5M
CORDA Investment Management, LLC. 1.16% Add +0.1% 26,878 $16.5M
Investment Counsel Co. of Nevada 33.49% Add +0.3% 26,868 $16.5M
Virtu Financial LLC 0.92% New 26,829 $16.4M
Community Bank, N.A. 1.98% No change 26,751 $16.4M
Glenview Trust Co 0.26% Reduce -3.0% 26,721 $16.4M
Berger Financial Group, Inc 0.98% Reduce -0.9% 26,650 $16.3M
Stelac Advisory Services LLC 5.64% Add +0.3% 26,563 $16.3M
Flagship Harbor Advisors, LLC 0.71% Add +7.1% 26,606 $16.3M
AdvisorNet Financial, Inc 0.92% Add +21.5% 26,460 $16.2M
FSB Premier Wealth Management, Inc. 5.31% Reduce -1.8% 26,354 $16.1M
Lodestar Private Asset Management LLC 1.68% Reduce -11.0% 26,276 $16.1M
Walkner Condon Financial Advisors LLC 2.55% Add +0.2% 26,243 $16.1M
Freestate Advisors LLC 13.48% Add +6.3% 26,238 $16.1M
Certus Wealth Management, LLC 9.61% Reduce -2.1% 26,212 $16.1M
Ausdal Financial Partners, Inc. 0.78% Add +125.1% 26,179 $16.0M
Lanark Financial, Inc. 1.24% Add +63.4% 26,124 $16.0M
Certified Advisory Corp 1.52% Add +37.4% 26,102 $16.0M
Vicus Capital 1.22% Reduce -8.8% 26,063 $16.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% Add +17.5% 25,783 $15.8M
LBMC Investment Advisors, LLC 1.01% Reduce -0.1% 25,777 $15.8M
Cozad Asset Management Inc. 1.25% Add +4.5% 25,724 $15.8M
Intellus Advisors LLC 2.15% Add +25.6% 25,688 $15.7M
Waterloo Capital, L.P. 1.17% Add +1.7% 25,578 $15.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.85% Reduce -24.1% 25,477 $15.6M
Everett Harris & Co. 0.19% Add +1.6% 25,425 $15.6M
Rossmore Private Capital 1.67% Add +5.0% 25,315 $15.5M
N.E.W. Advisory Services LLC 1.38% Add +6.2% 25,303 $15.5M
Avity Investment Management Inc. 1.09% Add +44.6% 25,297 $15.5M
Motley Fool Wealth Management, LLC 1.05% Reduce -1.5% 25,190 $15.4M
Headlands Technologies LLC 1.23% Add +304.3% 25,187 $15.4M
Florida Financial Advisors, LLC 4.76% Reduce -18.1% 25,175 $15.4M
Western Wealth Management, LLC 0.81% Add +0.7% 25,146 $15.4M
Wetzel Investment Advisors, Inc. 6.58% Add +0.2% 25,026 $15.4M
Nottingham Advisors, Inc. 2.11% Reduce -0.0% 24,864 $15.2M
Ascent Group, LLC 0.54% Reduce -16.8% 24,792 $15.2M
Insigneo Advisory Services, LLC 1.06% Add +14.9% 24,724 $15.1M
Traphagen Investment Advisors LLC 1.30% Add +0.9% 24,712 $15.1M
IHT Wealth Management, LLC 0.38% Add +1.1% 24,693 $15.1M
Global Endowment Management, LP 1.89% Add +0.3% 24,684 $15.1M
Vested Financial Planning, LLC 12.24% Reduce -0.6% 24,634 $15.1M
Washington Trust Advisors, Inc. 1.14% Add +3.2% 24,553 $15.0M
Ofc Financial Planning, LLC 14.89% Add +0.6% 24,549 $15.0M
Formulate Financial LLC 18.64% — 24,548 $15.0M
DeDora Capital, Inc. 3.61% Reduce -1.7% 24,395 $14.9M
Bishop & Co Investment Management, LLC 5.00% Reduce -0.1% 24,393 $14.9M
Aspire Growth Partners LLC 10.91% Add +7.2% 24,369 $14.9M
Twin Focus Capital Partners, LLC 1.89% Reduce -1.8% 24,341 $14.9M
Hilltop National Bank 3.67% No change 24,335 $14.9M
LifePlan Investment Advisors, Inc. 6.24% Add +65.0% 24,309 $14.9M
First American Bank 0.94% Reduce -0.3% 24,308 $14.9M
First Heartland Consultants, Inc. 1.20% Add +10.7% 24,201 $14.8M
Retirement Capital Strategies 5.66% Reduce -5.6% 24,076 $14.7M
Snowden Capital Advisors LLC 0.41% Add +9.1% 24,002 $14.7M
Westmount Partners, LLC 3.80% Reduce -2.1% 23,967 $14.7M
Sapient Capital LLC 0.23% Add +4.4% 23,940 $14.6M
Prosperity Wealth Management, Inc. 4.96% Reduce -1.3% 23,873 $14.6M
Charis Legacy Partners, LLC 21.78% Reduce -4.4% 23,842 $14.6M
HRT Financial LP 0.05% New 23,797 $14.6M
Flower City Capital 7.83% Reduce -3.4% 23,712 $14.6M
Pachira Investments Inc. 8.17% Reduce -5.9% 23,738 $14.5M
Traction Financial Partners, LLC 8.97% Add +1.1% 23,723 $14.5M
Independent Family Office, LLC 6.13% Add +27.8% 23,655 $14.5M
Moisand Fitzgerald Tamayo, LLC 1.69% Reduce -10.2% 23,472 $14.4M
Benjamin Edwards Inc. 0.16% Reduce -4.9% 23,295 $14.3M
Laurel Wealth Planning LLC 7.52% Add +1.7% 23,216 $14.2M
Sachem Hill LLC 2.83% Reduce -5.7% 23,144 $14.2M
ArchPoint Investors 3.88% No change 23,007 $14.1M
Fifth Third Wealth Advisors LLC 0.52% Add +1.0% 23,012 $14.1M
Facet Wealth, Inc. 0.29% Add +5.4% 22,943 $14.0M
Resonant Capital Advisors, LLC 0.80% Reduce -1.8% 22,433 $13.8M
Harel Insurance Investments & Financial Services Ltd. 0.12% Add +49.3% 22,619 $13.8M
Cobblestone Capital Advisors LLC 0.66% Reduce -2.7% 22,478 $13.8M
Wealthspire Retirement, LLC 0.88% Add +3.2% 22,469 $13.8M
Autumn Glory Partners, LLC 5.65% Add +22.0% 22,457 $13.8M
Chris Bulman Inc 6.88% Add +28.6% 22,449 $13.7M
Prospera Capital Management, LLC 6.61% Reduce -1.7% 22,327 $13.7M
Aspen Grove Capital, LLC 2.29% Add +2.7% 22,194 $13.6M
GAM Holding AG 0.84% No change 22,250 $13.6M
Piedmont Capital Management, LLC 7.15% Add +4.8% 22,124 $13.6M
Disciplina Capital Management LLC 1.64% Reduce -13.0% 22,069 $13.5M
Mendel Capital Management LLC 7.08% Add +3.7% 22,056 $13.5M
Connecticut Wealth Management, LLC 0.60% Reduce -3.5% 22,011 $13.5M
Soundwatch Capital LLC 2.16% Reduce -99.0% 21,974 $13.5M
Wilmington Savings Fund Society, FSB 0.32% Reduce -82.0% 21,844 $13.4M
Sowell Financial Services LLC 0.51% Reduce -2.0% 21,609 $13.2M
Eagle Strategies LLC 1.77% Add +2.8% 21,574 $13.2M
Philadelphia Trust Co. 0.93% Reduce -1.1% 21,543 $13.2M
Baron Silver Stevens Financial Advisors, LLC 1.93% Reduce -4.8% 21,540 $13.2M
Eight 31 Financial, LLC 7.43% Add +6.9% 21,520 $13.2M
YANKCOM Partnership 5.92% Add +2.9% 21,484 $13.2M
BridgePort Financial Solutions, LLC 3.54% Add +2.4% 21,481 $13.2M
Van Strum & Towne Inc. 3.86% Reduce -2.1% 21,464 $13.1M
Peak Retirement Planning, Inc. 3.70% Add +51.2% 21,449 $13.1M
Activest Wealth Management 2.66% Add +3.0% 21,426 $13.1M
Principal Securities, Inc. 0.22% Add +10.1% 21,421 $13.1M
Whitaker-Myers Wealth Managers, LTD. 2.86% Add +22.9% 21,417 $13.1M
Coyle Financial Counsel LLC 3.02% Reduce -0.7% 21,398 $13.1M
Patten & Patten Inc. 0.77% Add +23.7% 21,380 $13.1M
Uptick Partners, LLC 3.43% Add +2.3% 21,341 $13.1M
KPP Advisory Services LLC 1.94% Add +1.4% 21,330 $13.1M
McClarren Financial Advisors, Inc. 7.98% Add +45.9% 33,905 $13.0M
Patriot Financial Group Insurance Agency, LLC 1.66% Reduce -7.1% 21,230 $13.0M
Trinity Financial Advisors LLC 3.74% Add +3.4% 21,093 $13.0M
Cypress Point Wealth Management, LLC 2.62% Reduce -0.4% 21,141 $12.9M
Continuum Advisory, LLC 1.37% Add +17.9% 21,131 $12.9M
Central Valley Advisors, LLC 3.99% Add +1.5% 21,035 $12.9M
Roehl & Yi Investment Advisors, LLC 5.60% Reduce -0.4% 145,806 $12.9M
Laird Norton Wetherby Wealth Management, LLC 0.52% Add +3.7% 20,982 $12.8M
Centaurus Financial, Inc. 0.60% Add +1.6% 20,874 $12.8M
Allie Family Office LLC 6.05% Add +175.6% 20,807 $12.8M
Fortitude Family Office, LLC 3.45% Reduce -1.0% 20,833 $12.8M
CSM Advisors, LLC 0.36% Add +6.4% 20,819 $12.7M
Cannell & Spears LLC 0.24% Add +10.2% 20,808 $12.7M
Bryn Mawr Trust Advisors, LLC 0.63% Add +1.3% 20,804 $12.7M
Bangor Savings Bank 1.06% Reduce -12.9% 20,783 $12.7M
Bison Wealth, LLC 1.17% Add +0.7% 20,291 $12.7M
Schneider Downs Wealth Management Advisors, LP 1.51% Add +0.3% 20,761 $12.7M
Fiduciary Advisors, Inc. 10.26% Reduce -4.2% 20,736 $12.7M
Sivia Capital Partners, LLC 3.58% Add +0.3% 20,704 $12.7M
Enclave Advisors LLC 1.92% Add +1.2% 20,571 $12.6M
Financial Engines Advisors L.L.C. 0.02% Add +3.3% 20,467 $12.5M
Greenline Partners, LLC 1.52% Add +25.4% 20,433 $12.5M
Migdal Insurance & Financial Holdings Ltd. 0.13% Add +216.0% 20,409 $12.5M
Per Stirling Capital Management, LLC. 1.49% Reduce -20.5% 20,341 $12.5M
HUB Investment Partners, LLC 0.46% Add +18.5% 20,246 $12.4M
Future Financial Wealth Managment LLC 7.80% Add +0.1% 20,228 $12.4M
B. Riley Wealth Advisors, Inc. 0.59% Add +6.7% 20,122 $12.3M
Clark Asset Management, LLC 1.43% Add +175.2% 20,089 $12.3M
Ayalon Insurance Comp Ltd. 3.11% Add +17.6% 20,035 $12.3M
Ridgecrest Wealth Partners, LLC 5.55% Reduce -2.9% 20,047 $12.3M
Discipline Wealth Solutions, LLC 3.23% Add +11.4% 20,026 $12.3M
Ritter Daniher Financial Advisory LLC / DE 2.14% Add +1000.9% 19,861 $12.2M
Harbor Investment Advisory, LLC 1.00% Reduce -3.7% 19,826 $12.1M
Verus Wealth Management, LLC 11.32% Add +1.7% 19,806 $12.1M
Helium Advisors LLC 10.03% Reduce -30.9% 19,613 $12.0M
Golden Road Advisors LLC 6.95% Reduce -5.1% 19,598 $12.0M
Viewpoint Capital Management LLC 5.28% No change 19,585 $12.0M
First United Bank & Trust 3.89% Reduce -0.0% 19,551 $12.0M
BTC Capital Management, Inc. 0.82% Reduce -0.3% 19,522 $12.0M
Landaas & Co. /Wi 2.71% Add +1.1% 19,502 $11.9M
Prosperitas Financial LLC 4.95% Reduce -0.2% 19,486 $11.9M
Beacon Bridge Wealth Partners, LLC 4.24% Add +0.3% 19,463 $11.9M
WoodTrust Financial Corp 1.41% New 19,382 $11.9M
Mittelman Wealth Management 7.77% Add +0.4% 19,369 $11.9M
Founders Financial Securities LLC 0.80% Add +16.0% 19,296 $11.8M
Family CFO Inc 5.44% Add +0.2% 19,290 $11.8M
International Assets Investment Management, LLC 0.95% No change 20,748 $11.8M
Hikari Power Ltd 0.95% No change 19,200 $11.8M
Integrity Alliance, Llc. 0.55% Add +6.1% 19,110 $11.7M
Sendero Wealth Management, LLC 1.36% Reduce -2.7% 18,920 $11.6M
Bridgewater Advisors Inc. 0.80% Add +2.3% 18,798 $11.6M
LS Investment Advisors, LLC 1.63% Reduce -6.4% 18,894 $11.6M
BancFirst Trust & Investment Management 4.40% No change 18,898 $11.5M
Pullen Investment Management, LLC 6.24% Add +0.8% 18,810 $11.5M
Wellspring Financial Advisors, LLC 1.04% Add +10.8% 328,734 $11.4M
Precedent Wealth Partners, LLC 2.50% Add +19.4% 18,511 $11.3M
Donaldson Capital Management, LLC 0.36% Add +436.9% 18,425 $11.3M
Legacy Private Trust Co. 0.68% Reduce -1.4% 18,422 $11.3M
Rockwood Wealth Management, LLC 0.90% Add +2.3% 18,418 $11.3M
Private Trust Co. NA 0.99% Add +5.6% 18,294 $11.2M
Bradley Foster & Sargent Inc. 0.16% Reduce -6.4% 18,263 $11.2M
Regal Investment Advisors LLC 0.73% Add +12.8% 18,228 $11.2M
SP Asset Management LLC 0.88% Add +2.6% 18,141 $11.1M
Smith, Moore & Co. 0.85% Add +1.3% 18,135 $11.1M
New England Private Wealth Advisors LLC 1.46% Add +0.2% 18,131 $11.1M
Rockland Trust Co. 0.45% Add +17.4% 18,125 $11.1M
Websterrogers Financial Advisors, LLC 3.32% Reduce -0.2% 18,102 $11.1M
Pine Valley Investments Ltd Liability Co 0.58% Add +1.0% 18,078 $11.1M
SteelPeak Wealth, LLC 0.37% Add +192.3% 18,028 $11.1M
Stock Yards Bank & Trust Co. 0.35% Add +5.0% 18,052 $11.1M
Traynor Capital Management, Inc. 0.63% Add +22.1% 18,001 $11.0M
Factor Wealth Management LTD 2.75% Add +4.7% 17,947 $11.0M
KWB Wealth 1.21% Add +0.8% 19,312 $11.0M
Eastern Bank 0.19% Add +118.4% 17,851 $10.9M
Breakwater Capital Group 1.61% Add +1.5% 17,806 $10.9M
Center For Asset Management LLC 5.80% Add +61.0% 17,756 $10.9M
Magnus Financial Group LLC 0.86% Add +1.9% 17,754 $10.9M
Ashton Thomas Private Wealth, LLC 0.28% Add +28.0% 17,664 $10.8M
Pinnacle Associates Ltd. 0.14% Add +3.3% 17,700 $10.8M
White Lighthouse Investment Management Inc. 1.65% Add +3.3% 17,683 $10.8M
Stonehage Fleming Financial Services Holdings Ltd 0.31% Reduce -16.4% 17,601 $10.8M
Axos Invest Inc. 8.07% New 17,589 $10.8M
Cadence Bank 0.65% Add +40.5% 17,542 $10.7M
Legacy Advisors, LLC 1.32% — 17,385 $10.7M
Relyea Zuckerberg Hanson LLC 1.12% Add +0.9% 17,360 $10.6M
Five Pine Wealth Management 7.18% Reduce -0.4% 17,343 $10.6M
Balboa Wealth Partners 1.84% Add +91.2% 17,338 $10.6M
CRA Financial Services, LLC 1.45% Add +11.2% 17,332 $10.6M
Sovran Advisors, LLC 0.94% Add +11.4% 16,965 $10.6M
MMBG Investment Advisors Co. 0.94% Reduce -21.6% 17,232 $10.6M
GC Wealth Management RIA, LLC 0.35% Add +1.1% 17,221 $10.5M
Bank of New Hampshire 2.42% Add +11.7% 17,170 $10.5M
Stephen J. Garry & Associates, LLC 8.38% Reduce -1.6% 17,143 $10.5M
Sunburst Financial Group, LLC 2.20% Add +0.0% 17,070 $10.5M
Continuum Wealth Advisors, LLC 4.45% Add +4.4% 17,036 $10.4M
GM Advisory Group, LLC 0.44% Reduce -10.4% 16,990 $10.4M
Marble Harbor Investment Counsel, LLC 1.08% No change 16,846 $10.3M
Mission Wealth Management, LP 0.21% Reduce -2.3% 16,829 $10.3M
Flputnam Investment Management Co. 0.15% Reduce -2.4% 16,812 $10.3M
Kitching Partners, LLC 9.71% Add +3.4% 16,778 $10.3M
Spirepoint Private Client, LLC 1.08% Add +75.6% 16,775 $10.3M
Omnia Family Wealth, LLC 3.34% Reduce -4.2% 16,726 $10.3M
Clifford Swan Investment Counsel LLC 0.34% Add +0.3% 16,763 $10.3M
DMKC Advisory Services, LLC 5.20% Add +5.3% 16,749 $10.3M
Rothschild Investment LLC 0.58% Reduce -1.1% 16,746 $10.3M
Serenus Wealth Advisors, LLC 1.75% Reduce -2.2% 18,580 $10.2M
Sumitomo Mitsui Financial Group, Inc. 0.18% Add +1.6% 16,709 $10.2M
Tolleson Wealth Management, Inc. 1.58% Add +197.2% 16,617 $10.2M
Navis Wealth Advisors, LLC 7.66% Add +0.0% 16,651 $10.2M
Fonville Wealth Management LLC 2.29% Reduce -1.5% 16,629 $10.2M
Flow Traders U.S. LLC 0.41% Reduce -65.6% 16,618 $10.2M
Marshall Financial Group, LLC 1.98% Add +1921.5% 16,617 $10.2M
NORTHSTAR ASSET MANAGEMENT Co 2.18% Add +1.7% 16,562 $10.1M
CPR Investments Inc. 6.97% Add +0.4% 16,533 $10.1M
Violich Capital Management, Inc. 1.20% Add +325.8% 16,510 $10.1M
Cambridge Capital Management, LLC 4.82% Add +21.5% 16,424 $10.1M
Traveka Wealth, LLC 4.48% Reduce -7.6% 16,380 $10.0M
Ameriflex Group, Inc. 3.75% Add +14.2% 16,320 $10.0M
Adams Wealth Management 2.14% Reduce -19.9% 16,275 $10.0M
CacheTech Inc. 2.01% Reduce -19.9% 16,275 $10.0M
Canvas Wealth Advisors, LLC 1.81% Add +3.2% 16,171 $9.9M
Evernest Financial Advisors, LLC 2.78% Add +62.0% 16,219 $9.9M
Asset Planning Corporation 4.68% Reduce -0.4% 16,122 $9.9M
Thrive Wealth Management, LLC 1.49% Reduce -0.1% 16,097 $9.9M
Staley Capital Advisers Inc. 0.40% Reduce -0.5% 16,061 $9.8M
Citizens Business Bank 1.64% Add +3.8% 16,058 $9.8M
Tactive Advisors, LLC 2.78% Add +121.3% 16,042 $9.8M
Duncan Williams Asset Management, LLC 2.74% Add +2.7% 15,918 $9.7M
Silverlake Wealth Management LLC 2.39% Add +569.0% 15,910 $9.7M
Nicholson Wealth Management Group, LLC 5.70% Reduce -32.3% 15,883 $9.7M
Luminvest Wealth Management LLC 3.16% Add +9.5% 15,855 $9.7M
West Bancorporation Inc. 5.40% Add +1.3% 15,846 $9.7M
Meridian Wealth Advisors, LLC 1.37% Add +369.3% 15,806 $9.7M
Root Financial Partners, LLC 0.60% Add +50.6% 15,793 $9.7M
Global Financial Private Client, LLC 3.43% Add +5.5% 15,743 $9.6M
HighMark Wealth Management LLC 4.23% Reduce -2.2% 15,708 $9.6M
Trilogy Capital Inc. 0.44% Reduce -1.6% 15,704 $9.6M
Bridgewealth Advisory Group, LLC 2.23% Reduce -0.8% 15,679 $9.6M
Tudor Financial Inc. 5.09% Reduce -1.4% 15,633 $9.6M
Belvedere Trading LLC 0.77% Add +1.2% 15,624 $9.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.55% Reduce -46.2% 15,620 $9.6M
ICONIQ Capital, LLC 0.12% Add +0.2% 15,615 $9.6M
Marks Group Wealth Management, Inc 0.89% Add +0.0% 15,613 $9.6M
NavPoint Financial, Inc. 5.01% Reduce -2.7% 15,596 $9.6M
Amundi 0.00% Reduce -7.7% 15,446 $9.5M
EdgeRock Capital LLC 2.65% Reduce -18.4% 15,563 $9.5M
Balefire, LLC 1.90% Reduce -1.2% 15,550 $9.5M
PFG Investments, LLC 0.49% Add +7.5% 15,529 $9.5M
Segall Bryant & Hamill, LLC 0.13% Reduce -1.6% 15,525 $9.5M
SeaCrest Wealth Management, LLC 1.00% Add +2.8% 15,360 $9.5M
NBT Bank, N.A. 0.62% Add +10.4% 16,954 $9.5M
Creative Financial Designs Inc. 0.64% Add +1.5% 15,436 $9.5M
Tidal Investments LLC 0.04% Add +5.5% 15,397 $9.4M
Dakota Wealth Management 0.19% Reduce -13.6% 15,396 $9.4M
Defined Wealth Management, LLC 5.47% Reduce -0.2% 15,395 $9.4M
Independence Bank of Kentucky 1.21% Add +4.1% 15,350 $9.4M
Waller Financial Planning Group, Inc. 2.15% Add +1.7% 15,291 $9.4M
Sageworth Trust Co of South Dakota 8.82% Add +4.4% 15,283 $9.4M
Founders Grove Wealth Partners, LLC 2.20% Reduce -6.3% 15,274 $9.4M
Alpha Cubed Investments, LLC 0.33% Add +12.2% 15,268 $9.3M
Alpha Financial Advisors, LLC 3.27% Reduce -0.5% 15,170 $9.3M
Element Pointe Advisors, LLC 1.98% Add +2.8% 15,161 $9.3M
Parthenon LLC 1.03% Add +5.6% 15,140 $9.3M
Fermata Advisors, LLC 2.35% Add +21.5% 15,139 $9.3M
Wealth Watch Advisors, INC 3.82% Add +6.4% 15,129 $9.3M
Moloney Securities Asset Management, LLC 1.11% Add +280.9% 15,114 $9.3M
Greenwich Wealth Management LLC 0.46% Reduce -0.2% 15,098 $9.2M
Hexagon Capital Partners LLC 1.84% New 14,978 $9.2M
Empower Advisory Group, LLC 0.03% Add +6.5% 14,946 $9.2M
Safeguard Investment Advisory Group, LLC 2.26% Reduce -0.5% 14,869 $9.1M
Transcend Capital Advisors, LLC 0.64% Add +6.3% 14,835 $9.1M
McKinley Carter Wealth Services, Inc. 0.48% Add +35.9% 14,804 $9.1M
Peak Asset Management, LLC 1.58% Add +3.5% 14,800 $9.1M
Alta Advisers Ltd 2.77% Reduce -3.8% 14,790 $9.1M
Mitchell Sinkler & Starr 4.07% Add +0.8% 14,787 $9.1M
Nomura Asset Management Co. Ltd. 0.02% Add +35.1% 14,739 $9.0M
Ategra Capital Management, LLC 6.04% Reduce -19.2% 14,724 $9.0M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -1.1% 14,724 $9.0M
Pennsylvania Capital Management Inc. 2.63% Add +0.1% 14,700 $9.0M
Greenhouse Wealth Management, LLC 5.39% Reduce -1.9% 14,666 $9.0M
Leith Wheeler Investment Counsel Ltd. 0.61% No change 14,637 $9.0M
Strengthening Families & Communities, LLC 1.98% Add +3133.6% 14,648 $8.9M
MorganRosel Wealth Management, LLC 2.31% Add +10.5% 14,567 $8.9M
RW Investment Management LLC 0.91% Add +3.4% 14,493 $8.9M
Gainplan LLC 3.76% Reduce -4.2% 14,493 $8.9M
Sage Financial Management Group, Inc. 2.83% Reduce -4.2% 14,475 $8.9M
Becker Capital Management Inc. 0.26% Add +19.8% 14,434 $8.9M
Summit Financial Strategies, Inc. 0.76% Add +2.1% 14,471 $8.9M
Lowe Brockenbrough & Co. Inc. 0.46% Reduce -0.0% 14,464 $8.9M
Red Cedar Investment Management, LLC 1.04% No change 14,454 $8.9M
CWA Asset Management Group, LLC 0.33% Add +2.3% 14,439 $8.8M
Embree Financial Group 1.18% Reduce -5.0% 14,387 $8.8M
Columbus Macro, LLC 1.00% Reduce -0.7% 14,369 $8.8M
KDT Advisors, LLC 12.87% Reduce -0.0% 14,354 $8.8M
Collective Family Office LLC 2.11% Reduce -1.4% 14,328 $8.8M
Hurley Capital, LLC 4.94% Add +44.4% 14,314 $8.8M
Nwam LLC 0.48% Reduce -7.0% 14,217 $8.8M
Berman McAleer LLC 1.22% — 14,240 $8.7M
SG Americas Securities, LLC 0.03% Reduce -39.9% 14,213 $8.7M
Florida Trust Wealth Management Co 0.25% Reduce -0.0% 14,210 $8.7M
Pitcairn Co. 0.69% Reduce -3.5% 14,208 $8.7M
Beacon Investment Advisory Services, Inc. 0.37% Add +5.9% 14,196 $8.7M
Hudock, Inc. 1.32% Add +1.6% 14,181 $8.7M
North Star Asset Management Inc. 0.35% Add +2.1% 14,161 $8.7M
Birch Financial Group, LLC 5.11% Add +7.0% 14,159 $8.7M
Bollard Group LLC 0.21% Add +0.3% 14,155 $8.7M
Stratos Investment Management, LLC 0.36% Add +7.3% 14,065 $8.6M
Accent Capital Management, LLC 3.61% Reduce -0.8% 14,038 $8.6M
DF Dent & Co. Inc. 0.11% No change 14,037 $8.6M
Stokes Family Office, LLC 0.81% Add +7.2% 13,974 $8.6M
FSA Advisors, Inc. 6.71% Add +541.8% 13,837 $8.5M
Dana Investment Advisors, Inc. 0.25% Reduce -2.6% 13,827 $8.5M
Pallas Capital Advisors LLC 0.31% Add +5.4% 13,818 $8.5M
Bawa N Mallick Trust 3.20% No change 13,801 $8.5M
Csenge Advisory Group 0.40% Reduce -23.5% 13,775 $8.4M
Westfuller Advisors, LLC 3.83% Reduce -6.2% 13,735 $8.4M
Midland Wealth Advisors, LLC 0.45% Add +0.1% 13,706 $8.4M
Kathmere Capital Management, LLC 0.59% Add +150.5% 13,593 $8.3M
Midwest Financial Network, LLC 6.74% Add +62.0% 13,554 $8.3M
Ritholtz Wealth Management 0.16% Add +38.0% 13,523 $8.3M
Soltis Investment Advisors LLC 0.57% Add +8.1% 13,511 $8.3M
Monetta Financial Services Inc. 5.79% No change 13,500 $8.3M
Canal Capital Management, LLC 1.24% Reduce -0.3% 13,488 $8.3M
Marotta Asset Management 1.55% Reduce -5.3% 13,430 $8.3M
Horizon Investments, LLC 0.11% Add +198.8% 13,472 $8.2M
LOM Asset Management Ltd 2.51% Add +0.8% 13,442 $8.2M
Cypress Wealth Services, LLC 1.34% Add +1.1% 13,389 $8.2M
Sequent Asset Management, LLC 3.88% Reduce -0.9% 13,321 $8.2M
Pettyjohn, Wood & White, Inc. 1.35% Add +7.4% 13,315 $8.2M
Allegiance Financial Group Advisory Services LLC 1.87% Reduce -12.7% 13,227 $8.1M
Searcy Financial Services Inc. 3.08% Add +3.3% 13,215 $8.1M
Kera Capital Partners, Inc. 1.21% Reduce -5.0% 13,161 $8.1M
Capital Planning Advisors, LLC 1.10% Add +2.1% 13,136 $8.0M
Cedar Wealth Management, LLC 2.46% Add +58.5% 13,105 $8.0M
Financial Enhancement Group LLC 1.08% Reduce -7.5% 12,961 $8.0M
LexAurum Advisors, LLC 1.14% Add +4.2% 13,031 $8.0M
Lake Street Private Wealth, LLC 1.03% Add +8.3% 13,021 $8.0M
Denver PWM, LLC 2.47% No change 13,966 $7.9M
Connable Office Inc. 0.73% Reduce -0.4% 12,894 $7.9M
Saxony Capital Management, LLC 5.20% Add +8.8% 12,887 $7.9M
LaSalle St. Investment Advisors, LLC 1.41% Add +2.8% 12,882 $7.9M
McDonald Partners LLC 2.35% Add +2.4% 12,869 $7.9M
First Financial Bankshares Inc 0.16% Add +3.5% 12,855 $7.9M
Fiduciary Alliance LLC 0.53% Add +7.4% 12,802 $7.8M
GSG Advisors LLC 2.07% Add +0.5% 12,728 $7.8M
Primoris Wealth Advisors, LLC 4.97% Add +6.0% 12,766 $7.8M
Vanguard Personalized Indexing Management, LLC 0.08% Reduce -20.4% 12,689 $7.8M
Atlantic Union Bankshares Corp 0.15% Add +43.4% 12,689 $7.8M
Louisbourg Investments Inc. 1.69% Add +7.4% 12,658 $7.8M
Genus Capital Management Inc. 0.90% No change 12,651 $7.7M
One Capital Management, LLC 0.25% Reduce -10.0% 12,635 $7.7M
Keystone Wealth Services, LLC 1.69% Add +2.1% 12,621 $7.7M
Lazard Asset Management LLC 0.01% Reduce -12.1% 14,017 $7.7M
Oxford Financial Group, LTD. LLC 0.44% Reduce -0.7% 12,593 $7.7M
Newman Dignan & Sheerar, Inc. 1.66% Reduce -1.4% 12,579 $7.7M
Destination Wealth Management 0.21% Add +15.7% 12,463 $7.6M
Advisors Capital Management, LLC 0.10% Add +4.0% 12,455 $7.6M
Waterfront Wealth Inc. 1.56% Add +2.7% 12,402 $7.6M
Good Steward Wealth Advisors,LLC 5.25% Add +12.5% 12,411 $7.6M
Sax Wealth Advisors, LLC 0.41% Reduce -4.8% 12,394 $7.6M
Warner Financial, Inc. 2.83% Add +3.9% 12,363 $7.6M
Quadrant Capital Group LLC 0.25% Add +65.2% 12,329 $7.6M
YHB Investment Advisors, Inc. 0.55% Reduce -23.6% 12,313 $7.5M
Prasad Wealth Partners, LLC 2.10% Reduce -10.3% 12,287 $7.5M
Burling Wealth Partners, LLC 1.25% Add +21.6% 12,286 $7.5M
D'Orazio & Associates, Inc. 0.99% Add +0.0% 12,265 $7.5M
Clear Creek Financial Management, LLC 0.65% Add +20.1% 12,260 $7.5M
Birinyi Associates Inc. 1.92% Add +19.3% 12,255 $7.5M
Hills Bank & Trust Co 0.44% Reduce -2.1% 12,246 $7.5M
Crewe Advisors LLC 0.71% Reduce -14.0% 12,224 $7.5M
Attessa Capital LLC 4.41% Add +6.7% 12,181 $7.5M
Tanager Wealth Management LLP 0.78% Add +9.7% 12,191 $7.5M
Seven Mile Advisory 1.22% Add +0.2% 12,188 $7.5M
Crumly & Associates Inc. 1.63% Reduce -1.0% 12,181 $7.5M
Sharp Wealth Advisory, LLC 4.05% Reduce -73.2% 12,155 $7.4M
Forum Financial Management, LP 0.10% Add +2.6% 12,137 $7.4M
Salem Investment Counselors Inc. 0.21% Add +0.4% 12,121 $7.4M
Landing Point Financial Group, LLC 3.87% Reduce -2.7% 12,120 $7.4M
Quest 10 Wealth Builders, Inc. 6.84% Reduce -5.0% 12,108 $7.4M
IPG Investment Advisors LLC 1.32% Add +288.6% 12,053 $7.4M
Professional Financial Advisors, LLC 1.55% Add +10.0% 12,014 $7.4M
TRUE Private Wealth Advisors 0.75% Reduce -1.8% 12,004 $7.4M
Coerente Capital Management 1.31% No change 12,000 $7.3M
Legacy Capital Wealth Partners, LLC 1.59% Reduce -7.3% 11,950 $7.3M
Phoenix Financial Ltd. 0.09% Reduce -9.3% 11,923 $7.3M
Focus Financial Network, Inc. 0.26% Reduce -17.8% 11,906 $7.3M
Coppell Advisory Solutions LLC 0.77% Reduce -18.2% 11,979 $7.3M
Armstrong Advisory Group, Inc. 0.52% Add +6.9% 11,934 $7.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.18% Add +7.5% 11,886 $7.3M
Jaffetilchin Investment Partners, LLC 0.44% Reduce -1.6% 11,872 $7.3M
Calamos Wealth Management LLC 0.27% Add +41.2% 11,856 $7.3M
Optiver Holding B.V. 0.12% New 11,828 $7.2M
First City Capital Management, Inc. 3.90% Add +2.3% 11,805 $7.2M
BSW Wealth Partners 0.90% Reduce -1.9% 11,802 $7.2M
United Advisor Group, LLC 0.97% Add +20.8% 11,779 $7.2M
Coastline Trust Co 0.77% Reduce -6.8% 11,737 $7.2M
Virtue Capital Management, LLC 1.14% Reduce -5.8% 30,583 $7.1M
21 West Wealth Management LLC 6.78% Add +5.5% 11,673 $7.1M
Finward Bancorp 5.43% Add +4.4% 11,669 $7.1M
Luminist Capital LLC 6.26% Reduce -6.0% 11,624 $7.1M
Jordan Park Group LLC 0.41% Reduce -30.9% 11,657 $7.1M
Benchmark Financial Wealth Advisors, LLC 2.14% Reduce -14.9% 11,639 $7.1M
a16z Perennial Management, L.P. 0.56% New 21,672 $7.1M
Mackenzie Financial Corp. 0.01% Add +2.4% 11,608 $7.1M
Signaturefd, LLC 0.11% Add +10.3% 11,605 $7.1M
Causey Wealth LLC 3.46% Add +4.0% 11,570 $7.1M
Vision Capital Management, Inc. 0.87% Add +0.1% 11,531 $7.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.36% Add +11.8% 11,165 $7.0M
Silver Oak Securities, Incorporated 0.53% Add +42.0% 11,466 $7.0M
Masso Torrence Wealth Management Inc. 2.92% Reduce -0.6% 11,457 $7.0M
Hilltop Holdings Inc. 0.37% Add +141.1% 11,356 $7.0M
Trust Point Inc. 0.56% Add +3.6% 11,348 $6.9M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% No change 11,346 $6.9M
SMART Wealth LLC 2.62% Add +46.1% 11,327 $6.9M
Qube Research & Technologies Ltd 0.01% Add +179.2% 11,300 $6.9M
UMB Bank, n.a. 0.10% Add +0.2% 11,247 $6.9M
Ascentis Independent Advisors 1.16% Add +2.9% 11,244 $6.9M
Peregrine Asset Advisers, Inc. 2.06% Reduce -1.7% 11,240 $6.9M
Lloyd Advisory Services, LLC. 3.24% Reduce -3.4% 11,231 $6.9M
Market Street Wealth Management Advisors LLC 1.09% Reduce -1.7% 11,223 $6.9M
Leo Wealth, LLC 0.89% Reduce -26.1% 11,190 $6.9M
Blue Bell Private Wealth Management, LLC 1.04% Reduce -0.2% 11,161 $6.8M
Long Run Wealth Advisors, LLC 1.34% Reduce -3.8% 11,153 $6.8M
Klingman & Associates, LLC 0.34% Add +0.2% 11,112 $6.8M
Cora Capital Advisors LLC 2.89% Reduce -0.4% 11,106 $6.8M
ARS Wealth Advisors Group, LLC 0.67% Add +1.0% 11,083 $6.8M
Rockbridge Investment Management, LCC 0.67% Reduce -0.1% 11,070 $6.8M
JFS Wealth Advisors, LLC 0.40% Reduce -5.9% 11,033 $6.8M
1900 Wealth Management LLC 0.46% Add +0.8% 11,028 $6.8M
Clark Capital Management Group, Inc. 0.04% Add +3.4% 11,014 $6.7M
Advisory Alpha, LLC 0.19% Add +5.1% 10,931 $6.7M
Westshore Wealth, LLC 2.30% Add +26.3% 10,985 $6.7M
Prospect Financial Services LLC 3.86% Add +5.3% 10,965 $6.7M
Evelyn Partners Asset Management Ltd 1.51% Add +1.1% 10,953 $6.7M
W1M Asset Management Ltd 0.48% Reduce -10.7% 10,943 $6.7M
Titleist Asset Management, LLC 0.59% Reduce -3.2% 10,938 $6.7M
Gerber Kawasaki Wealth & Investment Management 0.23% Add +15.8% 10,912 $6.7M
Menora Mivtachim Holdings LTD. 0.03% Reduce -54.6% 10,887 $6.7M
Waters Parkerson & Co., LLC 0.32% Reduce -0.1% 10,840 $6.6M
Lyell Wealth Management, LP 0.49% Add +11.5% 10,830 $6.6M
Thrive Capital Management, LLC 1.71% Add +77.7% 10,812 $6.6M
Luken Investment Analytics, LLC 2.59% Reduce -0.4% 10,807 $6.6M
Hoxton Planning & Management, LLC 2.13% Reduce -0.9% 10,794 $6.6M
Sigma Investment Counselors Inc. 0.34% Add +9.8% 10,786 $6.6M
WealthCare Investment Partners, LLC 2.14% Add +7.9% 10,739 $6.6M
BCGM Wealth Management, LLC 1.72% Reduce -0.2% 10,768 $6.6M
ERn Financial, LLC 1.30% Add +2.4% 10,762 $6.6M
Reliant Investment Partners, LLC 5.16% Add +2.5% 10,701 $6.6M
Insight Advisors, LLC/ PA 1.01% Reduce -1.1% 10,740 $6.6M
PAX Financial Group, LLC 1.19% Reduce -8.6% 10,745 $6.6M
Strategic Investment Solutions, Inc. 1.74% Reduce -2.2% 10,725 $6.6M
McNaughton Wealth Management, LLC 2.76% Reduce -31.9% 10,690 $6.5M
Orser Capital Management, LLC 3.43% Reduce -11.1% 10,665 $6.5M
Detalus Advisors, LLC 1.69% Add +0.1% 10,661 $6.5M
Calton & Associates, Inc. 0.98% Add +14.0% 10,657 $6.5M
Park National Corp. 0.20% Add +0.7% 10,644 $6.5M
Whittier Trust Co. 0.07% Reduce -9.8% 10,588 $6.5M
MetLife Investment Management, LLC 0.03% Reduce -39.1% 10,636 $6.5M
Everest Private Wealth 4.14% Add +0.9% 10,615 $6.5M
Partners in Financial Planning 1.12% Reduce -0.1% 10,610 $6.5M
Courier Capital LLC 0.37% Reduce -19.9% 10,605 $6.5M
Stegner Investment Associates Inc. 3.55% Add +3.3% 10,585 $6.5M
Moors & Cabot, Inc. 0.28% Add +2.8% 10,567 $6.5M
Pinnacle Wealth Management Advisory Group, LLC 0.48% Reduce -1.6% 10,532 $6.4M
Milestone Asset Management Group, LLC 4.05% Add +5.5% 10,507 $6.4M
Parker Investment Management, LLC 0.88% Reduce -20.4% 10,505 $6.4M
Trust Co. of Oklahoma 1.90% Add +1.9% 10,487 $6.4M
Mattern Capital Management, LLC 0.75% No change 10,470 $6.4M
Sovereign Financial Group, Inc. 1.20% Add +12.1% 10,447 $6.4M
Global Assets Advisory, LLC 1.90% Reduce -1.4% 10,445 $6.4M
Hutchens & Kramer Investment Management Group, LLC 2.51% Reduce -5.2% 10,412 $6.4M
Axis Wealth Partners, LLC 3.72% Add +5.2% 10,380 $6.4M
Ehrenkranz Partners L.P. 5.56% — 10,335 $6.3M
SouthState Bank Corp 0.29% Reduce -45.4% 10,359 $6.3M
M3 Advisory Group, LLC 3.95% Add +5.9% 10,333 $6.3M
Chai Trust Co. LLC 0.42% New 10,281 $6.3M
TFO Wealth Partners, LLC 1.02% Reduce -8.1% 10,227 $6.3M
Northstar Asset Management Inc. 1.63% No change 10,220 $6.3M
Flagstar Securities, Inc. 1.91% Reduce -2.7% 10,163 $6.2M
Gries Financial LLC 0.98% Reduce -2.9% 10,155 $6.2M
Schear Investment Advisers, LLC 2.77% Add +0.8% 10,143 $6.2M
Mayflower Financial Advisors, LLC 0.78% Add +8.9% 10,120 $6.2M
Single Point Partners, LLC 1.26% Add +3.9% 10,118 $6.2M
IMG Wealth Management, Inc. 4.19% Add +10.6% 10,104 $6.2M
Essex Financial Services, Inc. 0.37% Add +2.5% 10,091 $6.2M
West Michigan Advisors, LLC 1.48% Reduce -2.4% 10,047 $6.2M
PFC Capital Group, Inc. 2.59% Add +26.4% 10,054 $6.2M
Next Capital Management LLC 2.05% Reduce -36.3% 10,037 $6.2M
Raffa Wealth Management, LLC 1.09% Reduce -0.5% 9,928 $6.1M
Members Trust Co 0.20% Reduce -0.3% 9,885 $6.1M
Clarity Capital Advisors, LLC 3.29% Reduce -2.9% 9,869 $6.0M
Generation Capital Management LLC 4.38% Add +5.1% 9,867 $6.0M
PDS Planning, Inc 0.42% Add +4.8% 9,840 $6.0M
Revere Asset Management, Inc 2.27% Add +5.6% 9,837 $6.0M
Eclectic Associates Inc. 1.11% Reduce -48.1% 9,833 $6.0M
Anchor Investment Management, LLC 0.50% Reduce -0.2% 9,826 $6.0M
Vista Capital Partners, Inc. 0.61% Add +4.0% 9,820 $6.0M
Hoese & Co LLP 4.59% Reduce -5.5% 9,813 $6.0M
PGIM Custom Harvest LLC 0.09% Reduce -2.4% 9,779 $6.0M
Essex Bank 1.35% Add +0.5% 9,778 $6.0M
Cidel Asset Management Inc. 0.34% Reduce -1.4% 9,772 $6.0M
Gouws Capital LLC 3.28% Add +1.8% 9,738 $6.0M
Centurion Wealth Management LLC 1.36% Add +4.9% 9,727 $6.0M
Saxon Interests, Inc. 2.33% Reduce -3.8% 10,033 $6.0M
Walter & Keenan Wealth Management LLC /in/ 1.65% Add +4.2% 9,694 $5.9M
Ariston Services Group 3.57% Add +0.8% 9,685 $5.9M
Asset Dedication, LLC 0.40% Add +19.7% 9,683 $5.9M
Redhawk Wealth Advisors, Inc. 0.69% Add +11.7% 9,676 $5.9M
Community Bank of Raymore 4.09% Add +8.1% 9,661 $5.9M
Palisade Asset Management, LLC 0.55% Add +9.9% 9,658 $5.9M
Prepared Retirement Institute LLC 3.08% Add +4.1% 9,651 $5.9M
Family Wealth Partners, LLC 2.21% Reduce -0.7% 9,647 $5.9M
Apollon Financial, LLC 0.98% Add +18.2% 9,628 $5.9M
Platform Technology Partners 1.41% Reduce -3.7% 9,622 $5.9M
Ignite Planners, LLC 0.96% Add +1.4% 9,604 $5.9M
Vista Investment Partners Ii, LLC 2.73% Reduce -5.8% 9,557 $5.9M
Advyzon Investment Management, LLC 1.00% Add +30.6% 9,538 $5.8M
ZWJ Investment Counsel Inc. 0.21% Reduce -4.2% 9,502 $5.8M
Flagship Wealth Advisors, LLC 1.91% Add +24.4% 9,468 $5.8M
Blue Edge Capital, LLC 0.82% Add +0.3% 9,400 $5.8M
XY Planning Network, Inc. 1.96% No change 10,117 $5.7M
Affinity Capital Advisors, LLC 0.88% Add +0.4% 9,338 $5.7M
Frisch Financial Group, Inc. 1.34% Reduce -10.4% 9,345 $5.7M
Reliant Wealth Planning 1.86% Reduce -15.0% 9,370 $5.7M
Bfsg, LLC 0.56% Reduce -2.4% 9,354 $5.7M
ICW Investment Advisors LLC 2.09% Add +5.8% 9,346 $5.7M
Christensen, King & Associates Investment Services, Inc. 2.46% Add +0.6% 9,330 $5.7M
Capital Wealth Alliance, LLC 2.84% Add +17.7% 9,319 $5.7M
Wick Capital Partners, LLC 1.36% Reduce -62.5% 9,305 $5.7M
D.B. Root & Company, LLC 1.45% Add +4.2% 9,304 $5.7M
Childress Capital Advisors, LLC 1.04% Add +4.0% 9,295 $5.7M
Signature Estate & Investment Advisors LLC 0.12% Add +2.4% 9,275 $5.7M
Heritage Trust Co 0.60% No change 9,272 $5.7M
Obsidian Cio, LLC 0.74% Add +0.3% 9,272 $5.7M
American Investment Services, Inc. 1.36% Reduce -1.2% 9,263 $5.7M
Capital Wealth Management, LLC 1.97% Add +2.4% 9,243 $5.7M
HORAN Wealth, LLC 0.89% Add +69.6% 9,204 $5.6M
Jackson, Grant Investment Advisers, Inc. 1.88% Add +15.1% 9,176 $5.6M
Empowered Funds, LLC 0.06% Add +20.1% 9,168 $5.6M
Armbruster Capital Management, Inc. 0.95% Add +24.0% 9,145 $5.6M
Worth Asset Management, LLC 2.51% Add +16.0% 9,101 $5.6M
BCS Private Wealth Management, Inc. 1.99% Reduce -23.5% 9,061 $5.6M
FAS Wealth Partners, Inc. 0.38% Add +0.6% 9,078 $5.6M
Arrowroot Family Office, LLC 2.21% Add +8.2% 9,052 $5.5M
Bath Savings Trust Co 0.55% Add +1.6% 9,051 $5.5M
Phillips Wealth Planners LLC 4.59% Reduce -0.5% 8,962 $5.5M
Elser Financial Planning, Inc 6.65% Add +2.8% 8,977 $5.5M
Vestia Personal Wealth Advisors 2.94% Add +5.7% 9,013 $5.5M
Modus Advisors, LLC 1.50% Add +7.4% 9,001 $5.5M
L.K. Benson & Company, P.C. 2.97% Add +69.8% 8,997 $5.5M
Kinloch Capital, LLC 2.40% Add +23.9% 8,952 $5.5M
Werba Rubin Papier Wealth Management 0.88% Reduce -0.5% 8,884 $5.4M
Quartz Partners, LLC 1.97% Reduce -4.3% 8,863 $5.4M
Yarger Wealth Strategies, LLC 2.49% Add +5.4% 8,859 $5.4M
Edgestream Partners, L.P. 0.16% Reduce -42.7% 8,850 $5.4M
Baldwin Investment Management, LLC 0.62% Add +0.6% 8,811 $5.4M
Legacy Financial Strategies, LLC 0.97% Reduce -0.6% 8,795 $5.4M
Kestra Investment Management, LLC 0.14% Add +9.0% 8,784 $5.4M
Bouchey Financial Group, Ltd. 0.41% Add +0.5% 8,772 $5.4M
Chicago Capital, LLC 0.13% Add +5.8% 8,772 $5.4M
Seamount Financial Group Inc. 2.54% Add +5.7% 8,767 $5.4M
Ledgewood Wealth Advisors, LLC 3.16% Reduce -0.1% 8,727 $5.3M
Welch Group, LLC 0.21% Reduce -5.8% 8,721 $5.3M
DGS Capital Management, LLC 0.97% Add +1.7% 8,721 $5.3M
Comprehensive Financial Planning, Inc. 3.66% Add +0.4% 8,712 $5.3M
Moss Adams Wealth Advisors LLC 0.42% Add +6.3% 8,685 $5.3M
Arthur M. Cohen & Associates, LLC 0.90% Add +0.4% 8,702 $5.3M
Stanley-Laman Group, Ltd. 0.76% Reduce -3.3% 8,680 $5.3M
Foster Dykema Cabot & Partners, LLC 0.35% Add +3.3% 8,629 $5.3M
Black Diamond Financial, LLC 0.59% Reduce -0.2% 8,650 $5.3M
Patton Albertson Miller Group, LLC 0.64% Add +1.8% 8,626 $5.3M
NerdWallet Wealth Partners, LLC 2.59% — 8,646 $5.3M
New York Life Investment Management LLC 0.05% Add +78.9% 8,614 $5.3M
Rf&l Wealth Management, LLC 3.08% Add +2.9% 8,561 $5.2M
LongView Wealth Management 1.41% Add +11.9% 8,526 $5.2M
Whalerock Point Partners, LLC 1.06% No change 8,499 $5.2M
Aaron Wealth Advisors LLC 0.31% Reduce -3.8% 8,454 $5.2M
Farnam Financial LLC 4.01% Add +25.4% 8,432 $5.2M
Fortis Capital Advisors, LLC 0.82% Add +2.0% 8,416 $5.2M
Wiser Advisor Group LLC 6.41% Reduce -3.2% 8,415 $5.2M
CFM Wealth Partners LLC 0.75% Add +2.1% 8,394 $5.1M
Sulzberger Capital Advisors, Inc. 5.71% Add +0.3% 8,362 $5.1M
Synergy Asset Management, LLC 0.19% Add +285.6% 8,684 $5.1M
Integrated Investment Consultants, LLC 0.86% Reduce -8.0% 8,310 $5.1M
QTR Family Wealth, LLC 2.41% Reduce -2.9% 8,303 $5.1M
Tradition Wealth Management, LLC 0.37% Add +5.2% 8,277 $5.1M
Agate Pass Investment Management, LLC 1.92% Add +23.1% 8,260 $5.1M
Liberty Wealth Management LLC 0.71% Add +3.2% 8,238 $5.0M
Silver Grove Financial Group, Inc. 4.77% — 8,202 $5.0M
Hanover Advisors Inc. 1.95% No change 8,191 $5.0M
Red Crane Wealth Management, LLC 4.23% Add +2.5% 8,181 $5.0M
Sound Income Strategies, LLC 0.27% Reduce -16.4% 8,116 $5.0M
Security National Bank 0.77% Add +0.1% 8,156 $5.0M
Wellington Shields Capital Management, LLC 0.76% Reduce -40.0% 8,133 $5.0M
Xcel Wealth Management, LLC 1.31% Add +0.0% 8,097 $5.0M
Boyd Watterson Asset Management LLC 1.48% No change 8,085 $5.0M
Davis R M Inc. 0.09% Add +12.9% 8,083 $4.9M
Legacy Edge Advisors, LLC 0.58% Add +5.1% 8,079 $4.9M
Tyche Wealth Partners LLC 0.87% Reduce -5.8% 8,068 $4.9M
JTC Employer Solutions Trustee Ltd 0.42% No change 8,055 $4.9M
Jacobi Capital Management LLC 0.30% Reduce -0.4% 8,008 $4.9M
Everhart Financial Group, Inc. 0.48% Add +16.9% 7,901 $4.8M
HCR Wealth Advisors 0.50% Add +3.9% 7,859 $4.8M
First American Trust, FSB 0.35% Reduce -24.3% 7,820 $4.8M
Fee-Only Financial Planning, L.C. 2.79% No change 7,813 $4.8M
Biltmore Family Office, LLC 0.68% Add +0.8% 7,788 $4.8M
Rothschild Wealth LLC 1.04% Add +3.5% 7,806 $4.8M
Etesian Wealth Advisors, Inc. 1.58% Reduce -0.7% 7,799 $4.8M
Intrua Financial, LLC 0.56% Add +93.3% 7,786 $4.8M
Minot DeBlois Advisors LLC 4.31% Reduce -1.7% 7,777 $4.8M
Keebeck Wealth Management 0.56% Add +0.4% 7,737 $4.8M
Sagace Wealth Management LLC 3.24% Add +9.0% 7,757 $4.8M
Callan Family Office, LLC 0.15% Reduce -0.1% 7,757 $4.8M
Beacon Capital Management, LLC 0.67% Reduce -9.7% 7,690 $4.7M
XML Financial, LLC 0.38% Add +19.3% 7,681 $4.7M
Maxele Advisors, LLC 4.04% Add +2.1% 7,648 $4.7M
Penobscot Wealth Management 1.50% Reduce -4.3% 7,628 $4.7M
Full Sail Capital, LLC 0.26% Add +26.9% 7,623 $4.7M
RKL Wealth Management LLC 0.40% Reduce -9.3% 7,609 $4.7M
Sharkey, Howes & Javer 0.60% Reduce -33.0% 7,609 $4.7M
Charter Capital Management, LLC\DE 2.51% Add +10.7% 7,603 $4.7M
Crux Wealth Advisors 1.84% Add +0.5% 7,600 $4.7M
25 LLC 1.58% Reduce -7.8% 7,590 $4.6M
Cove Private Wealth, LLC 1.49% Add +17.2% 7,583 $4.6M
Aventura Private Wealth, LLC 1.71% Reduce -5.0% 7,569 $4.6M
Vectors Research Management, LLC 1.46% Reduce -33.1% 7,561 $4.6M
Integrity Financial Corp 2.20% Add +136.4% 7,511 $4.6M
Debussy Capital Management LP 0.65% Reduce -5.6% 7,524 $4.6M
Warwick Investment Management, Inc. 0.80% Reduce -0.3% 7,514 $4.6M
Maia Wealth LLC 0.77% No change 7,344 $4.6M
Hudson Bay Capital Management LP 0.03% Reduce -95.8% 7,500 $4.6M
Gateway Investment Advisers LLC 0.04% New 7,499 $4.6M
Summit Wealth & Retirement Planning, Inc. 1.13% Reduce -0.7% 7,488 $4.6M
Gradient Capital Advisors, LLC 1.22% Reduce -6.4% 7,455 $4.6M
WESPAC Advisors, LLC 2.66% Add +0.0% 7,445 $4.6M
Southland Equity Partners LLC 0.92% Reduce -4.3% 7,443 $4.6M
Bill Few Associates, Inc. 1.17% Add +7.3% 7,422 $4.5M
Douglass Winthrop Advisors, LLC 0.08% Reduce -23.6% 7,421 $4.5M
Heritage Investors Management Corp. 0.14% Add +18.2% 7,410 $4.5M
Bluesphere Advisors LLC 2.07% Reduce -3.0% 7,388 $4.5M
O'Brien Wealth Partners LLC 0.61% Add +5.2% 7,366 $4.5M
Quadcap Wealth Management, LLC 0.53% Reduce -20.4% 7,363 $4.5M
Allen Mooney & Barnes Investment Advisors LLC 0.70% Reduce -0.1% 7,361 $4.5M
McAdam, LLC 0.22% Add +6.9% 7,348 $4.5M
Well Done, LLC 0.77% Reduce -2.9% 7,345 $4.5M
ORG Partners LLC 0.83% Reduce -1.3% 7,327 $4.5M
Siligmueller & Norvid Wealth Advisors LLC 2.01% New 7,316 $4.5M
Ridgewood Investments LLC 1.89% Add +8.6% 7,810 $4.5M
Howard Wealth Management, LLC 2.06% Add +0.6% 7,302 $4.5M
Fortress Private Ledger, LLC 1.63% Add +7.5% 7,300 $4.5M
Hancock Whitney Corp. 0.08% Reduce -1.3% 7,280 $4.5M
Russell Investments Group, Ltd. 0.01% Add +19.7% 7,244 $4.4M
Planning Alternatives Ltd. 0.57% Add +4.7% 7,232 $4.4M
DBK Financial Counsel, LLC 3.72% Add +31.1% 7,226 $4.4M
Valued Retirements, Inc. 4.98% No change 7,773 $4.4M
Prospect Financial Group LLC 4.31% No change 7,199 $4.4M
Cornerstone Wealth Management, LLC 0.24% Add +6.4% 7,187 $4.4M
Madison Asset Management, LLC 0.05% Reduce -18.9% 7,181 $4.4M
Townsend Asset Management Corp. /NC/ 1.56% Reduce -2.3% 7,171 $4.4M
Curi Capital, LLC 0.08% Add +11.8% 7,134 $4.4M
Riverchase Wealth Management, LLC 2.48% Add +0.4% 7,154 $4.4M
First National Corp. /Ma/ 0.83% Add +1.0% 7,121 $4.4M
Schrum Private Wealth Management LLC 3.21% Add +1.8% 7,146 $4.4M
J Hagan Capital, Inc. 2.65% Add +3.9% 7,134 $4.4M
MassMutual Private Wealth & Trust, FSB 0.11% Add +18.1% 7,114 $4.4M
Caldwell Trust Co 0.41% Reduce -11.7% 7,103 $4.3M
S.A. Mason LLC 1.91% Add +0.5% 7,083 $4.3M
Family Investment Center, Inc. 0.90% Add +1.0% 7,076 $4.3M
Truepoint, Inc. 0.10% Add +6.3% 7,074 $4.3M
Magnolia Capital Advisors LLC 1.13% Reduce -0.4% 7,052 $4.3M
First Trust Advisors LP 0.00% Add +2.3% 7,037 $4.3M
Signal Advisors Wealth, LLC 0.39% Reduce -10.7% 7,030 $4.3M
Patriot Investment Management Group, Inc. 0.28% Reduce -1.4% 7,008 $4.3M
Twin Tree Management, LP 0.20% Reduce -94.6% 7,006 $4.3M
Golden State Wealth Management, LLC 0.47% Add +60.8% 6,976 $4.3M
1776 Wealth LLC 1.65% No change 6,975 $4.3M
Avondale Wealth Management 2.27% Add +3.0% 6,965 $4.3M
Arcadia Wealth Management, LLC 1.69% Add +14.4% 6,965 $4.3M
Braun-Bostich & Associates Inc. 2.68% Reduce -24.4% 6,940 $4.3M
Clientfirst Wealth Management, LLC 3.39% No change 6,920 $4.2M
Old Mission Capital LLC 0.15% Reduce -88.1% 6,901 $4.2M
Elevation Capital Advisory, LLC 1.69% Reduce -10.9% 6,891 $4.2M
Kavar Capital Partners Group, LLC 0.56% Reduce -15.9% 6,862 $4.2M
May Hill Capital, LLC 1.23% Add +0.0% 6,859 $4.2M
World Equity Group, Inc. 0.95% Add +1.5% 6,845 $4.2M
Hardin Capital Partners, LLC 2.25% Add +25.7% 6,838 $4.2M
John G Ullman & Associates Inc. 0.56% Reduce -1.2% 6,837 $4.2M
Legacy Financial Group LLC 0.55% Reduce -80.5% 6,815 $4.2M
BLB&B Advisors, LLC 0.18% Reduce -0.9% 6,806 $4.2M
VSM Wealth Advisory, LLC 1.30% Reduce -0.1% 6,805 $4.2M
CV Advisors LLC 1.15% Add +0.6% 6,801 $4.2M
WealthCollab, LLC 1.92% Add +83.6% 6,789 $4.2M
Fsa Wealth Partners, Inc. 1.60% Reduce -1.4% 6,771 $4.1M
New Covenant Trust Company, N.A. 3.86% Add +10.6% 6,763 $4.1M
Ami Investment Management Inc. 0.96% Reduce -6.1% 6,756 $4.1M
Terra Nova Asset Management LLC 2.61% Reduce -3.5% 6,753 $4.1M
Bristlecone Advisors, LLC 0.34% Add +0.1% 6,739 $4.1M
Astra Wealth Partners LLC 2.87% Reduce -8.8% 6,730 $4.1M
Pasadena Private Wealth, LLC 0.59% Add +2.4% 6,729 $4.1M
Pennington Partners & Co., LLC 1.95% Add +4.7% 6,703 $4.1M
Koss-Olinger Consulting, LLC 0.34% No change 7,233 $4.1M
Ironwood Investment Counsel, LLC 0.60% Reduce -31.5% 6,678 $4.1M
Sage Capital Advisors,llc 0.97% Add +2.9% 6,668 $4.1M
Barnes Pettey Financial Advisors, LLC 2.23% Add +14.1% 6,653 $4.1M
Adapt Wealth Advisors, LLC 1.50% Reduce -4.8% 6,641 $4.1M
LVW Advisors, LLC 0.42% Add +12.3% 6,630 $4.1M
Independent Wealth Network Inc. 1.30% Add +13.4% 6,607 $4.0M
Significant Wealth Partners LLC 1.97% Add +7.1% 6,590 $4.0M
Cullinan Associates Inc. 0.26% No change 6,570 $4.0M
Monograph Wealth Advisors, LLC 0.41% Reduce -15.2% 6,550 $4.0M
Mechanics Bank Trust Department 0.56% Reduce -0.1% 6,546 $4.0M
Sfmg, LLC 0.28% Add +4.7% 6,523 $4.0M
Syon Capital LLC 0.21% Reduce -2.5% 6,496 $4.0M
First PREMIER Bank 0.89% Reduce -0.5% 6,425 $3.9M
Paragon Private Wealth Management, LLC 1.28% Reduce -1.4% 6,400 $3.9M
Revolve Wealth Partners, LLC 0.47% Reduce -9.3% 6,392 $3.9M
Sterling Group Wealth Management, LLC 1.94% No change 6,381 $3.9M
Accredited Investors Inc. 0.22% Add +2.2% 6,377 $3.9M
Glass Jacobson Investment Advisors llc 1.41% Reduce -8.2% 6,360 $3.9M
First Interstate Bank 0.21% Add +0.3% 6,358 $3.9M
Kornitzer Capital Management Inc. 0.08% Reduce -18.1% 6,348 $3.9M
Triasima Portfolio Management inc. 0.59% Reduce -7.2% 6,343 $3.9M
MBL Wealth, LLC 0.34% Add +12.9% 6,314 $3.9M
Integrity Investment Advisors, LLC 2.56% Reduce -2.3% 6,312 $3.9M
Woodmont Investment Counsel LLC 0.26% Add +0.9% 6,302 $3.9M
DecisionMap Wealth Management, LLC 2.46% Reduce -0.0% 6,272 $3.8M
LRI Investments, LLC 0.31% Add +0.4% 6,269 $3.8M
DT Investment Partners, LLC 0.32% Reduce -1.3% 6,250 $3.8M
Nations Financial Group Inc, /Ia/ 0.24% Add +6.0% 6,243 $3.8M
Opulen Financial Group LLC 2.90% Add +3.5% 6,241 $3.8M
Baldwin Wealth Partners LLC 0.25% Reduce -1.9% 6,235 $3.8M
NYL Investors LLC 1.31% No change 6,217 $3.8M
Wealthstream Advisors, Inc. 0.58% Reduce -6.0% 6,214 $3.8M
DB Fitzpatrick & Co, Inc 3.41% Add +4.2% 6,170 $3.8M
Texas Yale Capital Corp. 0.12% Add +0.1% 6,169 $3.8M
Highland Capital Management, LLC 0.19% Add +0.5% 6,152 $3.8M
Long Island Wealth Management, Inc. 1.83% Add +0.0% 6,138 $3.8M
Consultiva Wealth Management, Corp. 10.53% Reduce -0.7% 6,128 $3.8M
Clarkston Capital Partners, LLC 0.08% Add +0.3% 6,120 $3.7M
Channel Wealth LLC 1.00% Reduce -7.8% 6,114 $3.7M
Auour Investments LLC 1.21% Add +2.2% 6,072 $3.7M
Vise Technologies, Inc. 0.14% Reduce -65.4% 6,047 $3.7M
Orgel Wealth Management, LLC 0.08% Add +1.9% 6,032 $3.7M
Equita Financial Network, Inc. 1.25% Add +19.7% 6,031 $3.7M
Archer Investment Corp 0.83% Add +1.9% 6,029 $3.7M
Sykon Capital LLC 1.23% Reduce -59.7% 6,026 $3.7M
Financial Consulate, Inc. 0.52% Add +1.8% 6,022 $3.7M
Synergy Financial Group, LTD 2.48% Reduce -2.4% 6,018 $3.7M
FSM Wealth Advisors, LLC 0.52% Reduce -0.2% 6,016 $3.7M
Disciplined Investors, L.L.C. 2.62% Add +10.6% 6,011 $3.7M
Winthrop Advisory Group LLC 0.32% Add +23.2% 5,981 $3.7M
Maridea Wealth Management LLC 0.57% Add +93.7% 5,942 $3.7M
Ssa Swiss Advisors AG 1.70% Reduce -10.5% 5,994 $3.7M
Beirne Wealth Consulting Services, LLC 0.88% Add +1.5% 5,942 $3.6M
Cassaday & Co Wealth Management LLC 0.08% Add +107.4% 5,931 $3.6M
RMG Wealth Management LLC 0.51% No change 5,898 $3.6M
Gallacher Capital Management LLC 1.42% Reduce -1.4% 5,882 $3.6M
Black Swift Group, LLC 0.63% Reduce -2.0% 5,874 $3.6M
Strategic Family Wealth Counselors, L.L.C. 0.92% Add +6.0% 5,866 $3.6M
Viewpoint Investment Partners Corp. 1.96% No change 6,318 $3.6M
Hemington Wealth Management 0.47% No change 5,859 $3.6M
KFA Private Wealth Group, LLC 1.02% Add +2.1% 5,853 $3.6M
Bank of Marin 2.53% Reduce -4.0% 5,852 $3.6M
Madison Wealth Partners, Inc 0.71% Add +124.0% 5,844 $3.6M
Summit Financial Wealth Advisors, LLC 0.55% Add +56.0% 5,810 $3.6M
IMA Advisory Services, Inc. 0.36% Add +17.8% 5,803 $3.6M
Bakala Capital LLC 19.20% Add +0.3% 5,806 $3.6M
GHP Investment Advisors, Inc. 0.15% Reduce -0.6% 5,803 $3.6M
Tradewinds, LLC. 0.87% Add +798.1% 5,802 $3.6M
Tranquility Partners, LLC 1.20% Add +7.8% 5,793 $3.5M
Ferguson Wellman Capital Management, Inc. 0.06% Reduce -19.1% 5,776 $3.5M
Fi3 FINANCIAL ADVISORS, LLC 1.20% Reduce -4.4% 5,759 $3.5M
Trellis Wealth Advisors LLC 1.43% Add +0.0% 5,756 $3.5M
Compass Advisory Group LLC 0.99% Reduce -3.7% 5,738 $3.5M
Tortoise Investment Management, LLC 0.31% Add +2.5% 5,753 $3.5M
Keystone Global Partners, LLC 1.79% Reduce -3.0% 5,753 $3.5M
Sunpointe, LLC 1.27% Reduce -50.3% 5,736 $3.5M
McMorgan & Co. LLC 0.54% Reduce -67.6% 5,726 $3.5M
Orion Investment Co 1.11% Add +0.9% 5,713 $3.5M
Accurate Wealth Management, LLC 0.46% Add +124.4% 5,728 $3.5M
Fire Capital Management LLC 2.00% Add +322.2% 5,678 $3.5M
Thompson Davis & Co., Inc. 2.14% Reduce -8.4% 5,670 $3.5M
Waddell & Associates, LLC 0.30% Reduce -0.1% 5,665 $3.5M
Richards, Merrill & Peterson, Inc. 1.50% Reduce -0.9% 5,656 $3.5M
Mezzasalma Advisors, LLC 0.88% Add +61.2% 5,632 $3.4M
Capital Investment Advisory Services, LLC 0.27% Add +18.7% 5,625 $3.4M
Edmond DE Rothschild Holding S.A. 0.05% Add +2.0% 5,617 $3.4M
First National Advisers, LLC 0.47% Reduce -1.2% 5,601 $3.4M
TCI Wealth Advisors, Inc. 0.20% Add +1.6% 5,589 $3.4M
Global Strategic Investment Solutions, LLC 0.34% Add +0.0% 5,557 $3.4M
Zacks Investment Management 0.03% Reduce -23.6% 5,551 $3.4M
Private Advisory Group LLC 0.30% Reduce -2.2% 5,547 $3.4M
Walled Lake Planning & Wealth Management, LLC 1.12% Add +2.2% 5,538 $3.4M
Taylor Hoffman Capital Management LLC 1.07% Reduce -7.2% 5,536 $3.4M
Consilio Wealth Advisors, LLC 1.11% Reduce -12.3% 5,530 $3.4M
Advisory Research Inc. 0.44% Reduce -10.0% 5,529 $3.4M
Arlington Trust Co LLC 0.61% Add +11.8% 5,526 $3.4M
Aprio Wealth Management, LLC 0.34% Add +1.2% 5,524 $3.4M
Cherry Tree Wealth Management, LLC 0.74% Add +33.4% 5,522 $3.4M
Lee, Kelleher & Klein Wealth Management 2.08% Reduce -3.8% 5,520 $3.4M
Meeder Advisory Services, Inc. 0.16% Add +12.0% 5,500 $3.4M
Tennessee Valley Asset Management Partners 0.46% Add +41.8% 5,493 $3.4M
Investment Advisory Group, LLC 0.91% Add +3.7% 5,482 $3.4M
WMG Financial Advisors, LLC 1.12% Add +5.7% 5,478 $3.4M
Vermillion Wealth Management, Inc. 0.91% Add +0.9% 5,457 $3.3M
AXA S.A. 1.67% Add +46.7% 5,427 $3.3M
Olde Wealth Management, LLC 1.03% — 5,305 $3.3M
InTrack Investment Management Inc 1.98% Reduce -24.6% 5,418 $3.3M
Richardson Financial Services Inc. 2.05% Add +0.1% 5,412 $3.3M
Perennial Investment Advisors, LLC 0.27% Add +1.6% 5,383 $3.3M
Principle Wealth Partners LLC 0.19% Reduce -3.4% 5,374 $3.3M
Weaver Consulting Group 0.84% Reduce -0.1% 5,364 $3.3M
Absolute Capital Management, LLC 1.41% Add +28.9% 5,363 $3.3M
Accel Wealth Management 0.95% Add +1.4% 5,356 $3.3M
Naviter Wealth, LLC 0.38% Add +6.5% 5,337 $3.3M
Key Client Fiduciary Advisors, LLC 1.10% Add +12.2% 5,349 $3.3M
GW Henssler & Associates Ltd. 0.16% Add +0.1% 5,325 $3.3M
Wealth Architects, LLC 0.31% Reduce -3.2% 5,318 $3.3M
Prime Buchholz LLC 1.79% Reduce -3.2% 5,304 $3.2M
Innova Wealth Partners 1.75% Add +1.4% 5,297 $3.2M
PFG Private Wealth Management, LLC 1.44% Add +555.8% 5,279 $3.2M
Integrity Wealth Solutions LLC 1.44% Add +267.4% 5,279 $3.2M
Realta Investment Advisors 1.08% Add +27.3% 5,268 $3.2M
Bluestem Financial Advisors, LLC 1.26% Add +0.0% 5,267 $3.2M
Rexford Capital Inc. 2.49% Reduce -10.2% 5,263 $3.2M
BlueChip Wealth Advisors LLC 1.36% Reduce -25.1% 5,218 $3.2M
Sawyer & Company, Inc 1.21% Reduce -25.0% 5,619 $3.2M
Kirtland Hills Capital Management, LLC 1.26% Add +1.0% 5,197 $3.2M
IFC Advisors LLC 0.58% No change 5,169 $3.2M
Capital Analysts, LLC 0.09% Add +11.8% 5,164 $3.2M
Welch & Forbes LLC 0.04% Add +64.2% 5,154 $3.2M
Financial Council, LLC 1.40% No change 5,152 $3.2M
Goodwin Investment Advisory 3.37% No change 5,134 $3.1M
Meredith Wealth Planning 1.00% Add +10.8% 5,129 $3.1M
Willow Creek Wealth Management Inc. 0.26% Add +90.6% 5,128 $3.1M
SRH Advisors, LLC 0.92% No change 5,121 $3.1M
Performance Wealth Partners, LLC 0.09% Add +3.4% 5,112 $3.1M
Hubbell Strickland Wealth Management, LLC 1.28% Add +0.4% 5,094 $3.1M
Copperleaf Capital, LLC 1.49% Reduce -2.5% 5,077 $3.1M
Pine Ridge Advisers LLC 0.21% No change 5,075 $3.1M
JT Stratford LLC 0.42% Add +8.4% 5,070 $3.1M
First Horizon Corp. 0.15% — 5,065 $3.1M
Baring Financial LLC 2.11% Add +11.0% 5,063 $3.1M
Roberts Glore & Co. Inc. 0.85% Reduce -0.2% 5,062 $3.1M
Boreal Capital Management LLC 2.97% Add +6.0% 5,047 $3.1M
Medallion Wealth Advisors, LLC 1.08% Add +1.6% 4,965 $3.0M
Verus Financial Partners, Inc. 0.29% Add +1.4% 4,964 $3.0M
GWN Securities Inc. 0.70% Reduce -46.5% 4,950 $3.0M
Capital CS Group, LLC 4.99% Reduce -1.3% 4,953 $3.0M
Cherry Creek Investment Advisors, Inc. 1.31% Add +4.6% 4,948 $3.0M
Physician Wealth Advisors, Inc. 0.43% Add +2.0% 4,943 $3.0M
Myecfo, LLC 1.37% Reduce -1.3% 4,935 $3.0M
Values Added Financial LLC 1.34% Reduce -2.9% 4,933 $3.0M
First Pacific Financial 0.42% Reduce -0.7% 4,923 $3.0M
Purkiss Capital Advisors LLC 1.44% Add +5.8% 4,922 $3.0M
Brooklyn Investment Group 0.41% No change 5,292 $3.0M
Cooper/Haims Advisors, LLC 1.40% Reduce -1.4% 4,879 $3.0M
Montecito Bank & Trust 0.46% — 4,873 $3.0M
FOCUS Wealth Advisors, LLC 1.43% No change 4,872 $3.0M
Ewa, LLC 0.83% Add +0.3% 4,870 $3.0M
LifeWealth Investments, LLC 0.98% Reduce -15.2% 4,870 $3.0M
PACK Private Wealth, LLC 1.40% No change 4,859 $3.0M
Capital Advisors Inc. 0.05% Add +9.8% 4,835 $3.0M
SeaBridge Investment Advisors LLC 0.48% Reduce -27.3% 4,830 $3.0M
A4 Wealth Advisors LLC 2.49% — 4,818 $3.0M
Capasso Planning Partners LLC 1.84% Reduce -22.7% 4,814 $2.9M
Linscomb Wealth, Inc. 0.13% Add +24.1% 4,813 $2.9M
BXM Wealth LLC 2.79% Add +194.6% 8,339 $2.9M
Panoramic Investment Advisors, LLC 1.65% Add +0.9% 4,796 $2.9M
JPL Wealth Management, LLC 0.70% Reduce -0.4% 4,794 $2.9M
Robinson Smith Wealth Advisors LLC 2.11% Reduce -0.0% 4,790 $2.9M
Commons Capital, LLC 1.96% Add +1.5% 4,774 $2.9M
Provenance Wealth Advisors, LLC 0.38% Reduce -1.6% 4,768 $2.9M
E&G Advisors, LLC 0.68% No change 4,752 $2.9M
TruNorth Capital Management, LLC 0.57% Add +14.9% 4,743 $2.9M
Quent Capital, LLC 0.24% Reduce -0.1% 4,737 $2.9M
Harbour Investment Management LLC 1.25% No change 4,692 $2.9M
Stockman Wealth Management, Inc. 0.35% Reduce -3.9% 4,672 $2.9M
Gibson Capital, LLC 0.53% Add +207.3% 4,671 $2.9M
Novem Group 0.34% Add +6.0% 4,665 $2.9M
Founders Financial Alliance, LLC 0.54% Add +3.0% 4,664 $2.9M
SkyOak Wealth, LLC 0.54% Add +0.1% 4,628 $2.8M
Stonebridge Capital Advisors LLC 0.20% Add +0.7% 4,620 $2.8M
Trust Co. of Toledo NA 0.28% Add +15.3% 4,603 $2.8M
Advance Capital Management, Inc. 0.12% Add +9.5% 4,592 $2.8M
Sonora Investment Management Group, LLC 0.20% Add +0.8% 4,584 $2.8M
Grantvest Financial Group LLC 1.93% Reduce -4.8% 4,566 $2.8M
Headinvest, LLC 0.58% Add +5.0% 4,557 $2.8M
LifeGuide Financial Advisors, LLC 1.03% Add +0.1% 4,911 $2.8M
Private Client Services, LLC 0.93% Reduce -3.0% 4,552 $2.8M
Faithward Advisors, LLC 0.41% Add +0.2% 4,550 $2.8M
180 Wealth Advisors, LLC 0.34% Reduce -0.9% 4,540 $2.8M
Financial Synergies Wealth Advisors, Inc. 0.28% Add +2.0% 4,534 $2.8M
Apeiron RIA LLC 0.62% Reduce -4.6% 4,554 $2.8M
Cloud Capital Management, LLC 1.46% Add +9.6% 4,518 $2.8M
MTM Investment Management, LLC 0.88% Add +1.3% 4,525 $2.8M
National Wealth Management Group, LLC 1.04% Add +23.8% 4,520 $2.8M
Veery Capital, LLC 0.87% Add +3.0% 4,515 $2.8M
Tred Avon Family Wealth, LLC 0.95% — 4,514 $2.8M
Wakefield Asset Management LLLP 0.75% Add +0.1% 4,492 $2.8M
Avestar Capital, LLC 0.20% Add +0.0% 4,469 $2.7M
Aviance Capital Partners, LLC 0.33% Add +12.4% 4,470 $2.7M
Optimist Retirement Group LLC 1.24% Reduce -0.7% 4,467 $2.7M
Perkins Coie Trust Co 0.51% Add +16.0% 4,452 $2.7M
Prevail Innovative Wealth Advisors, LLC 0.53% New 4,444 $2.7M
Financial Perspectives, Inc 0.75% Reduce -4.9% 4,438 $2.7M
Pine Haven Investment Counsel, Inc 1.96% Add +2.0% 4,420 $2.7M
Narus Financial Partners, LLC 0.74% Add +24.6% 4,416 $2.7M
Portland Global Advisors LLC 0.30% Add +5.3% 4,407 $2.7M
TCV Trust & Wealth Management, Inc. 0.23% Add +0.6% 4,406 $2.7M
Nilsine Partners, LLC 0.24% Reduce -6.2% 4,406 $2.7M
Annex Advisory Services, LLC 0.06% Reduce -0.4% 4,405 $2.7M
Maripau Wealth Management LLC 1.35% Add +16.4% 4,386 $2.7M
Canandaigua National Bank & Trust Co. 0.24% No change 4,384 $2.7M
Johnson Financial Group, Inc. 0.10% Add +27.5% 4,367 $2.7M
Rebalance, LLC 0.16% Reduce -29.9% 4,369 $2.7M
Consolidated Portfolio Review Corp 0.34% Reduce -0.4% 4,365 $2.7M
Latko Wealth Management, Ltd. 1.35% Add +2.3% 4,364 $2.7M
Tumwater Wealth Management, LLC 1.19% Add +3.8% 4,359 $2.7M
CFS Investment Advisory Services, LLC 0.20% Add +3.1% 4,281 $2.7M
L & S Advisors Inc 0.28% No change 4,327 $2.6M
Heritage Financial Services, LLC 0.24% Add +7.7% 4,325 $2.6M
Quadrant Private Wealth Management, LLC 0.48% Add +1.7% 4,303 $2.6M
Sunbelt Securities, Inc. 0.18% Add +302.3% 4,305 $2.6M
Retirement Income Solutions, Inc. 0.45% No change 4,293 $2.6M
JB Capital LLC 0.11% Add +2.2% 4,273 $2.6M
Burt Wealth Advisors 0.64% Reduce -0.3% 4,272 $2.6M
Arrien Investments, Inc. 1.53% Reduce -11.0% 4,268 $2.6M
Optima Capital LLC 1.27% Add +140.2% 4,266 $2.6M
Cambria Investment Management, L.P. 0.16% Add +51.9% 4,250 $2.6M
Glaxis Capital Management, LLC 4.31% Add +104.6% 4,241 $2.6M
WP Advisors, LLC 0.66% Reduce -12.6% 4,233 $2.6M
Second Line Capital, LLC 0.53% Add +0.2% 4,185 $2.6M
Uniting Wealth Partners, LLC 0.61% New 4,184 $2.6M
Orrstown Financial Services Inc. 0.44% Reduce -0.4% 4,192 $2.6M
Roble, Belko & Company, Inc 0.35% Add +7.7% 4,190 $2.6M
MGB Wealth Management, LLC 0.72% Add +1069.8% 4,188 $2.6M
S&T Bank 0.72% No change 4,165 $2.6M
Onyx Bridge Wealth Group LLC 0.28% Add +5.0% 4,158 $2.5M
Bedel Financial Consulting, Inc. 0.33% Add +7.3% 4,158 $2.5M
Michels Family Financial, LLC 1.98% Reduce -1.0% 4,148 $2.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +0.0% 4,124 $2.5M
CFC Planning Co LLC 2.12% Add +41.9% 4,118 $2.5M
Bell Investment Advisors, Inc 0.41% Add +0.1% 4,101 $2.5M
Laurel Wealth Advisors LLC 0.35% Add +0.7% 4,101 $2.5M
Harfst & Associates, Inc. 0.46% No change 4,094 $2.5M
Cardinal Point Capital Management ULC 0.18% Reduce -1.2% 4,112 $2.5M
R.H. Investment Group, LLC 2.17% Add +0.7% 4,088 $2.5M
Alesco Advisors, LLC, An ESL Co 0.07% Add +32.7% 4,087 $2.5M
PBMares Wealth Management LLC 0.40% Add +20.2% 4,076 $2.5M
Strategies Wealth Advisors, LLC 0.26% Reduce -35.6% 4,056 $2.5M
MIdWestOne Financial Group, Inc. 0.30% Reduce -2.1% 4,051 $2.5M
Culbertson A N & Co. Inc. 0.35% Reduce -2.8% 4,047 $2.5M
Slagle Financial, LLC 0.91% Add +7.8% 4,045 $2.5M
Segment Wealth Management, LLC 0.15% Add +4.9% 4,043 $2.5M
Red Tortoise LLC 1.08% New 4,039 $2.5M
Cheviot Value Management, LLC 0.26% Add +19.4% 3,896 $2.5M
Capital Advantage, Inc. 0.37% Add +0.2% 4,011 $2.5M
Vantage Financial Partners, LLC 0.52% Reduce -1.3% 4,005 $2.5M
Latitude Advisors, LLC 1.12% Add +17.5% 3,991 $2.4M
Index Fund Advisors, Inc. 0.12% Add +1.6% 3,991 $2.4M
Zullo Investment Group, Inc. 0.90% No change 3,990 $2.4M
Diversified Enterprises, LLC 0.16% Add +2.3% 3,989 $2.4M
Mascoma Wealth Management LLC 0.54% Reduce -0.2% 3,968 $2.4M
Nova Wealth Management, Inc. 1.71% Reduce -1.8% 3,959 $2.4M
Pursue Wealth Partners LLC 1.33% Reduce -7.4% 3,954 $2.4M
Castleview Partners, LLC 1.31% Add +126.8% 3,949 $2.4M
Cercano Management LLC 0.09% No change 3,941 $2.4M
Country Club Bank 0.14% Reduce -3.1% 3,952 $2.4M
Cannon Financial Strategists, Inc. 0.34% Add +0.8% 3,927 $2.4M
Stonebridge Financial Planning Group, LLC 0.90% Add +34.6% 3,921 $2.4M
Prosperity Consulting Group, LLC 0.12% Add +111.7% 3,893 $2.4M
HTG Investment Advisors, Inc. 0.80% No change 3,893 $2.4M
Unique Wealth, LLC 0.35% Reduce -13.4% 3,893 $2.4M
Tocqueville Asset Management L.P. 0.03% Add +0.2% 3,884 $2.4M
Fiduciary Family Office, LLC 0.67% Reduce -26.9% 3,869 $2.4M
Great Oak Capital Partners, LLC 0.62% Reduce -2.4% 3,845 $2.4M
Drive Wealth Management, LLC 0.50% Add +1.8% 3,847 $2.4M
Elevated Capital Advisors, LLC 0.59% Reduce -12.0% 3,853 $2.4M
Peoples Bank 2.34% Add +0.5% 3,843 $2.4M
Fearless Solutions, LLC dba Best Invest 1.50% Add +1.0% 3,829 $2.3M
Avantax Planning Partners, Inc. 0.07% Add +3.1% 3,828 $2.3M
Sims Investment Management, LLC 0.84% Add +2.7% 3,810 $2.3M
Aries Wealth Management 0.55% Add +2.7% 3,807 $2.3M
Heritage Wealth Management, Inc. 0.68% Reduce -7.2% 3,804 $2.3M
Occidental Asset Management, LLC 0.29% Add +28.3% 3,802 $2.3M
Berkeley, Inc 0.75% Reduce -11.4% 3,785 $2.3M
Eagle Global Advisors LLC 0.09% No change 3,774 $2.3M
Curran Financial Partners, LLC 0.46% Reduce -3.4% 3,765 $2.3M
WealthShield Partners, LLC 0.26% Add +3.8% 3,765 $2.3M
Private Wealth Group, LLC 1.15% No change 3,758 $2.3M
Vienna Asset Management LLC 1.37% Add +0.9% 3,756 $2.3M
Compton Wealth Advisory Group, LLC 0.53% Add +45.2% 3,714 $2.3M
Washburn Capital Management, Inc. 1.27% Reduce -13.1% 3,714 $2.3M
PTM Wealth Management, LLC 1.35% Add +0.2% 3,669 $2.3M
Towne Trust Company, N.A 0.73% Add +15.4% 3,695 $2.3M
Hengehold Capital Management LLC 0.19% Add +0.5% 3,691 $2.3M
Trueblood Wealth Management, LLC 0.88% Add +1.4% 3,688 $2.3M
Fortis Capital Management LLC 0.32% Reduce -25.3% 3,685 $2.3M
Valtinson Bruner Financial Planning LLC 0.67% Reduce -0.2% 3,681 $2.3M
Baker Boyer National Bank 0.75% Add +3.1% 3,673 $2.2M
Wealth Effects LLC 0.72% Add +5.3% 3,670 $2.2M
Advocacy Wealth Management, LLC 0.10% No change 3,661 $2.2M
Stonebridge Financial Group, LLC 0.20% Add +1.2% 3,657 $2.2M
Oxbow Advisors, LLC 0.21% No change 3,647 $2.2M
Cornerstone Financial Group, LLC 1.73% Add +2.0% 3,646 $2.2M
Baker Avenue Asset Management, LP 0.05% Add +13.8% 3,646 $2.2M
Manuka Financial, LLC 1.39% Add +1.5% 3,638 $2.2M
MSH Capital Advisors LLC 0.60% Add +6.8% 3,636 $2.2M
Presper Financial Architects, LLC 1.29% No change 3,635 $2.2M
Members Wealth LLC 1.41% — 3,618 $2.2M
Badgley Phelps Wealth Managers, LLC 0.05% Add +2.1% 3,616 $2.2M
Chesley Taft & Associates LLC 0.09% Add +4.1% 3,624 $2.2M
Clarity Wealth Advisors, LLC 0.49% Add +2.4% 3,622 $2.2M
TCP Asset Management, LLC 0.40% Add +1.8% 3,619 $2.2M
Raab & Moskowitz Asset Management LLC 0.50% Reduce -6.0% 3,616 $2.2M
Wolff Wiese Magana LLC 1.25% Add +16.1% 3,609 $2.2M
Cherrydale Wealth Management, LLC 0.69% Add +0.3% 3,608 $2.2M
Compass Ion Advisors, LLC 0.21% Add +10.6% 3,606 $2.2M
Enzi Wealth 0.78% Reduce -2.9% 3,630 $2.2M
KMT Wealth Management, LLC 1.18% Add +19.5% 3,581 $2.2M
Alaethes Wealth, LLC 0.62% Reduce -6.7% 3,569 $2.2M
Grandfield & Dodd, LLC 0.12% No change 3,569 $2.2M
Trivium Point Advisory, LLC 0.22% Add +3.9% 3,569 $2.2M
Heritage Investment Group, Inc. 0.35% Reduce -3.0% 3,564 $2.2M
Lion Street Advisors, LLC 0.75% Reduce -66.4% 5,143 $2.2M
Mullaney, Keating & Wright, Inc. 1.20% Add +19.2% 3,542 $2.2M
Freedom Investment Management, Inc. 0.57% Reduce -20.2% 3,538 $2.2M
Clearstead Trust, LLC 0.37% Reduce -16.5% 3,536 $2.2M
WBH Advisory Inc. 0.17% Add +0.3% 3,535 $2.2M
Bragg Financial Advisors, Inc 0.07% No change 3,532 $2.2M
Equity Wealth Partners, LLC 1.75% — 3,530 $2.2M
Meridian Wealth Partners, LLC 0.30% Add +2.7% 3,518 $2.2M
Diversified Portfolios, Inc. 0.19% Reduce -0.8% 3,508 $2.1M
Tamar Securities, LLC 0.24% Add +4.2% 3,491 $2.1M
GEM Asset Management, LLC 1.01% Add +70.7% 3,475 $2.1M
Bensler, LLC 0.22% Add +0.1% 3,489 $2.1M
Capital Asset Advisory Services LLC 0.09% Add +5.1% 3,484 $2.1M
Virtus Wealth Solutions LLC 0.41% Add +5.8% 3,484 $2.1M
L.M. Kohn & Company 2.56% Reduce -70.6% 3,475 $2.1M
Twin Peaks Wealth Advisors, LLC 0.73% Add +2.4% 3,474 $2.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -9.1% 3,443 $2.1M
Evelyn Partners Investment Management (Europe) Ltd 0.73% No change 3,463 $2.1M
Shade Tree Advisors LLC 1.83% Add +0.3% 3,462 $2.1M
Ascent Wealth Partners, LLC 0.24% Add +0.0% 3,449 $2.1M
Versant Capital Management, Inc 0.29% Add +426.6% 3,444 $2.1M
Hanson & Doremus Investment Management 0.27% Add +2.0% 3,444 $2.1M
Sandbox Financial Partners, LLC 0.60% Reduce -12.5% 3,443 $2.1M
Core Wealth Partners LLC 0.97% Reduce -0.7% 3,437 $2.1M
Wingate Wealth Advisors, Inc. 1.46% Add +31.6% 3,430 $2.1M
Rossby Financial, LCC 0.69% Add +1.3% 3,397 $2.1M
Infinity Wealth Counsel, LLC 2.02% Reduce -15.0% 3,400 $2.1M
Wealth Management Resources, Inc. 0.67% Add +6.2% 3,398 $2.1M
Peak Planning Group, LLC 1.08% Reduce -0.5% 3,395 $2.1M
Calydon Capital 0.33% Reduce -49.8% 3,395 $2.1M
Nixon Peabody Trust Co. 0.15% Reduce -11.3% 3,383 $2.1M
Alterna Wealth Management, Inc. 1.70% Reduce -7.1% 3,381 $2.1M
Falcon Wealth Planning 0.19% Add +7.4% 3,380 $2.1M
Confluence Wealth Services, Inc. 0.10% Add +2.8% 3,380 $2.1M
First County Bank 1.05% Reduce -6.3% 3,365 $2.1M
Aspen Wealth Management LLC 0.46% Add +0.6% 3,358 $2.1M
F/m Investments LLC 0.08% Reduce -63.9% 3,355 $2.1M
Retirement Financial Solutions, LLC 0.64% Add +1.0% 3,350 $2.1M
TFR Capital, LLC. 0.68% Reduce -1.4% 3,343 $2.0M
Strata Wealth Advisors, LLC 0.54% Add +58.0% 3,327 $2.0M
Meridian Investment Counsel Inc. 0.50% Reduce -0.6% 3,324 $2.0M
Leelyn Smith, LLC 0.31% Add +0.1% 3,323 $2.0M
Spinnaker Trust 0.11% Add +1.4% 3,323 $2.0M
Indiana Trust & Investment Management Co 0.62% Reduce -0.3% 3,322 $2.0M
Engineers Gate Manager LP 0.02% New 3,322 $2.0M
WealthTrak Capital Management LLC 1.67% Add +0.6% 3,319 $2.0M
McCarter Private Wealth Services LLC 1.04% Reduce -0.5% 3,319 $2.0M
Granite FO LLC 1.10% Add +0.0% 3,316 $2.0M
Alpha Financial Partners LLC 1.32% Add +0.2% 3,314 $2.0M
Frank, Rimerman Advisors LLC 0.13% No change 3,312 $2.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.38% Reduce -2.3% 3,310 $2.0M
Hantz Financial Services, Inc. 0.03% Add +2.6% 3,310 $2.0M
Farrow Financial, Inc. 1.18% Reduce -46.2% 3,308 $2.0M
Weinberger Asset Management, Inc 0.73% Add +0.3% 3,301 $2.0M
Morris Financial Concepts, Inc. 0.73% Add +8.2% 3,299 $2.0M
WESCAP Management Group, Inc. 0.42% No change 3,291 $2.0M
Madison Park Capital Advisors, LLC 1.65% Add +0.3% 3,286 $2.0M
Kane Investment Management, Inc. 0.98% Add +8.6% 3,277 $2.0M
Washington Trust Bank 0.15% Add +1.6% 3,252 $2.0M
Blake Schutter Theil Wealth Advisors, LLC 1.97% Add +3.2% 3,251 $2.0M
Edgemoor Investment Advisors, Inc. 0.15% Add +56.1% 3,243 $2.0M
Burton Enright Welch 0.30% Add +755.4% 3,242 $2.0M
Harmony Asset Management LLC 0.68% Add +22.0% 3,241 $2.0M
Investment Advisory Services Inc. /TX 0.63% Reduce -1.5% 3,240 $2.0M
Asset Advisors Investment Management, LLC 0.19% Add +0.4% 3,232 $2.0M
Citizens National Bank Trust Department 0.35% Reduce -0.3% 3,230 $2.0M
Zions Bancorporation, National Association 0.10% No change 3,228 $2.0M
Vigilare Wealth Management 0.68% Reduce -17.4% 3,206 $2.0M
Aegis Wealth Management LLC 1.05% Reduce -66.5% 3,203 $2.0M
Pacific Capital Wealth Advisors, Inc. 0.34% Reduce -6.2% 3,202 $2.0M
Tradewinds Capital Management, LLC 0.44% Reduce -10.5% 3,202 $2.0M
MontVue Capital Management, Inc. 1.31% No change 3,201 $2.0M
Verus Capital Partners, LLC 0.15% Reduce -7.6% 3,201 $2.0M
Geometric Wealth Advisors 0.26% Add +28.0% 3,197 $2.0M
Northstar Advisory Group, LLC 0.80% Reduce -12.1% 3,195 $2.0M
Passive Capital Management, LLC. 0.64% Reduce -12.5% 3,194 $2.0M
Novare Capital Management LLC 0.15% Reduce -2.9% 3,191 $2.0M
Clearview Wealth Advisors LLC 1.25% No change 3,188 $2.0M
Procyon Advisors, LLC 0.12% Add +14.6% 3,181 $1.9M
Fortress Wealth Management, Inc. 0.86% No change 3,174 $1.9M
Exit Wealth Advisors, LLC. 1.29% — 3,160 $1.9M
Martel Wealth Advisors LLC 0.34% Reduce -14.9% 3,159 $1.9M
Professional Advisory Services Inc. 0.23% Add +0.5% 3,150 $1.9M
4WEALTH Advisors, Inc. 1.78% Add +58.2% 3,141 $1.9M
Atlantic Edge Private Wealth Management, LLC 0.49% Add +29.8% 3,136 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.40% Reduce -8.0% 3,121 $1.9M
Destiny Wealth Partners, LLC 0.23% Add +1.1% 3,129 $1.9M
Fayez Sarofim & Co 0.00% Reduce -1.8% 3,129 $1.9M
HFG Advisors, Inc. 1.41% Reduce -4.3% 3,112 $1.9M
New Wave Wealth Advisors LLC 0.74% Reduce -5.7% 3,103 $1.9M
River Wealth Advisors LLC 0.22% Add +0.5% 3,105 $1.9M
Sunesis Advisors, LLC 0.88% — 3,085 $1.9M
Pacific Center for Financial Services 0.48% Add +5.7% 3,078 $1.9M
Northwest Wealth Management, LLC 0.31% Reduce -4.4% 3,078 $1.9M
Stonekeep Investments, LLC 1.19% Add +38.9% 3,064 $1.9M
Jupiter Wealth Management LLC 0.89% Add +32.4% 3,062 $1.9M
William Mack & Associates, Inc. 1.00% No change 3,050 $1.9M
Chilton Capital Management LLC 0.06% Reduce -21.1% 3,049 $1.9M
Smith Salley Wealth Management 0.10% Add +7.4% 3,044 $1.9M
Apriem Advisors 0.18% Reduce -0.4% 3,038 $1.9M
Adamsbrown Wealth Consultants LLC 0.51% Add +21.3% 3,035 $1.9M
TBH Global Asset Management, LLC 0.36% New 3,035 $1.9M
Horizon Family Wealth, Inc. 1.07% Add +0.3% 3,033 $1.9M
RB Capital Management, LLC 0.40% Add +26.6% 3,033 $1.9M
Bonfire Financial 1.43% Add +0.3% 3,023 $1.9M
Princeton Global Asset Management LLC 0.31% Add +0.8% 3,028 $1.9M
Darrow Company, Inc. 0.86% No change 3,003 $1.9M
Gateway Wealth Partners, LLC 0.25% Add +131.2% 3,017 $1.8M
Premier Path Wealth Partners, LLC 0.24% Add +0.9% 3,017 $1.8M
Invst, LLC 0.21% Add +4.1% 2,997 $1.8M
Advus Financial Partners, LLC 0.44% Reduce -1.0% 2,974 $1.8M
BFI Infinity Ltd. 1.21% Add +8.5% 2,967 $1.8M
Elevate Capital Advisors, LLC 1.26% Add +2.6% 2,959 $1.8M
Lavaca Capital LLC 0.33% Reduce -7.9% 2,953 $1.8M
NDVR, Inc. 1.50% No change 2,948 $1.8M
Portside Wealth Group, LLC 0.25% Reduce -0.7% 2,945 $1.8M
Horizon Kinetics Asset Management LLC 0.02% Reduce -9.6% 2,937 $1.8M
Ellis Investment Partners, LLC 0.32% Reduce -11.0% 2,936 $1.8M
Lifeworks Advisors, LLC 0.24% Reduce -2.6% 2,935 $1.8M
Paladin Advisory Group, LLC 1.40% Reduce -8.5% 2,932 $1.8M
Hassell Wealth Management, LLC 0.62% Reduce -0.4% 2,931 $1.8M
Sittner & Nelson, LLC 0.65% Add +5.0% 2,930 $1.8M
Old North State Wealth Management, LLC 0.84% Add +1.1% 2,924 $1.8M
Gradient Investments LLC 0.03% Add +1.0% 2,924 $1.8M
Valley Forge Investment Consultants Inc. Adv 0.52% Add +0.3% 2,915 $1.8M
Van Cleef Asset Management,Inc 0.18% No change 2,913 $1.8M
Imprint Wealth LLC 5.71% — 2,913 $1.8M
Key Financial Inc 0.33% Add +82.6% 2,894 $1.8M
Fiduciary Financial Group, LLC 0.28% Reduce -7.3% 2,903 $1.8M
Teamwork Financial Advisors, LLC 0.19% Reduce -8.7% 2,895 $1.8M
Roger Wittlin Investment Advisory, LLC 0.98% Reduce -3.8% 2,890 $1.8M
LJI Wealth Management, LLC 0.31% Reduce -15.1% 2,890 $1.8M
Invesco Ltd. 0.00% Add +13.4% 2,888 $1.8M
Resolute Wealth Strategies, LLC 0.81% Add +0.0% 2,886 $1.8M
Brooks, Moore & Associates, Inc. 0.89% Add +80.0% 22,060 $1.8M
Libra Wealth LLC 0.53% No change 2,870 $1.8M
Cornerstone Capital, Inc. 0.17% New 2,867 $1.8M
Moneco Advisors, LLC 0.15% Add +38.4% 2,865 $1.8M
Tableaux LLC 0.70% Add +83.9% 2,864 $1.8M
Willis Johnson & Associates, Inc. 0.11% Reduce -0.7% 2,862 $1.8M
Insight Inv LLC 1.03% Add +100.6% 2,855 $1.7M
HMS Capital Management, LLC 0.73% No change 2,854 $1.7M
Hamilton Point Investment Advisors, LLC 0.27% Add +0.3% 2,845 $1.7M
Morton Capital Management LLC 0.29% Reduce -35.3% 2,850 $1.7M
Toth Financial Advisory Corp. 0.19% Add +46.0% 2,845 $1.7M
Guyasuta Investment Advisors Inc. 0.10% Reduce -46.8% 2,840 $1.7M
Cascade Financial Partners, LLC 0.20% Add +2.9% 2,829 $1.7M
NorthCrest Asset Manangement, LLC 0.04% Add +2.8% 2,810 $1.7M
Bourgeon Capital Management LLC 0.32% Add +2.7% 2,814 $1.7M
Kelman-Lazarov, Inc. 0.26% Add +31.1% 2,814 $1.7M
Tilia Fiduciary Partners, Inc. 0.99% Add +82.6% 2,808 $1.7M
Arkfeld Wealth Strategies, L.L.C. 0.63% Add +0.2% 2,790 $1.7M
MV Capital Management, Inc. 0.16% Add +17.0% 2,798 $1.7M
Kooman & Associates 0.53% No change 2,794 $1.7M
Pacific Asset Management, LLC 1.16% Add +15.9% 2,793 $1.7M
Concord Wealth Partners 0.24% Reduce -2.1% 2,787 $1.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Reduce -29.8% 2,784 $1.7M
Inman Jager Wealth Management, LLC 1.09% Add +0.3% 2,782 $1.7M
Corundum Group, Inc. 0.70% Add +1.2% 2,781 $1.7M
Levin Capital Strategies, L.P. 0.16% Reduce -0.8% 2,781 $1.7M
Awm Capital, LLC 0.15% Reduce -0.7% 2,770 $1.7M
OneAscent Wealth Management LLC 0.57% Add +1.7% 2,768 $1.7M
BetterWealth, LLC 0.40% Add +1.3% 2,765 $1.7M
Schiavi & Co LLC 0.56% Add +0.3% 2,756 $1.7M
Stillwater Wealth Management Group 1.18% — 2,751 $1.7M
Patron Partners, LLC 0.76% Add +525.0% 2,750 $1.7M
New Republic Capital, LLC 0.52% Add +5.8% 2,741 $1.7M
Riverview Trust Co 2.04% No change 2,740 $1.7M
Chemistry Wealth Management LLC 0.32% Add +1.7% 2,724 $1.7M
1ST Source Bank 0.09% Reduce -3.0% 2,715 $1.7M
Advisors Preferred, LLC 0.24% No change 2,700 $1.7M
Parkwoods Wealth Partners, LLC 0.56% Add +100.3% 2,702 $1.7M
Watts Gwilliam & Co., LLC 0.27% No change 2,700 $1.7M
Strategic Financial Partners, Ltd. 0.75% Reduce -1.2% 2,690 $1.6M
Integrated Capital Management, LLC 0.72% Reduce -9.6% 2,612 $1.6M
Triton Wealth Management, PLLC 0.62% Add +47.5% 2,607 $1.6M
HHM Wealth Advisors, LLC 0.19% Add +0.4% 2,677 $1.6M
Trustmark Bank Trust Department 0.11% Add +4.5% 2,672 $1.6M
Oarsman Capital, Inc. 0.23% Reduce -0.0% 2,666 $1.6M
Rakuten Securities, Inc. 0.60% Add +14.7% 2,660 $1.6M
TLWM 0.29% Add +17.0% 2,654 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.27% Add +49.8% 2,651 $1.6M
Smith & Howard Wealth Management, LLC 0.38% Add +473.5% 2,638 $1.6M
Independence Financial Advisors, LLC 0.49% Add +0.3% 2,632 $1.6M
BHK Investment Advisors, LLC 0.60% No change 2,617 $1.6M
BlackDiamond Wealth Management, LLC 0.87% Add +1.4% 2,615 $1.6M
King Wealth Management Group 0.20% Reduce -0.1% 2,614 $1.6M
Madrona Financial Services, LLC 0.35% Reduce -0.6% 2,614 $1.6M
Private Wealth Partners, LLC 0.11% Reduce -3.4% 2,608 $1.6M
RiverFront Investment Group, LLC 0.03% Reduce -4.1% 2,601 $1.6M
Claris Financial LLC 0.90% Add +0.3% 2,601 $1.6M
Klingenstein Fields & Co. LP 0.06% Add +12.6% 2,599 $1.6M
Victory Capital Management Inc. 0.00% Add +21.1% 2,595 $1.6M
Foster Group, Inc. 0.05% Reduce -11.5% 2,593 $1.6M
Glen Eagle Advisors, LLC 0.22% Add +7.5% 2,590 $1.6M
Grange Capital, LLC 1.53% Reduce -9.5% 2,589 $1.6M
Jim Saulnier & Associates, LLC 0.88% Add +2.3% 2,582 $1.6M
LGL Partners, LLC 0.67% No change 2,572 $1.6M
TFC Financial Management, Inc. 0.20% Add +2.3% 2,579 $1.6M
M.E. Allison & Co., Inc. 1.10% Add +0.1% 2,578 $1.6M
Sather Financial Group Inc 0.09% Add +4.9% 2,574 $1.6M
City State Bank 0.45% Add +4.2% 2,571 $1.6M
PKS Advisory Services, LLC 0.37% Add +11.6% 2,568 $1.6M
EagleClaw Capital Managment, LLC 0.22% Reduce -1.1% 2,564 $1.6M
Burke & Herbert Bank & Trust Co. 0.34% Reduce -3.2% 2,559 $1.6M
Orcam Financial Group 1.27% Add +0.2% 2,559 $1.6M
Asset Allocation Strategies LLC 0.31% Add +21.1% 2,557 $1.6M
Iams Wealth Management, LLC 0.63% Add +51.8% 2,550 $1.6M
BG Investment Services, LLC 1.54% Add +5.6% 2,549 $1.6M
Sandhill Capital Partners LLC 0.11% Add +3.5% 2,549 $1.6M
Smith Thornton Advisors LLC 0.82% Add +3.6% 2,546 $1.6M
Ellevest, Inc. 0.22% Reduce -5.2% 2,542 $1.6M
Level Wealth Management LLC 0.82% No change 2,541 $1.6M
Midwest Heritage Bank, FSB 0.55% Add +0.2% 2,536 $1.6M
Boyce & Associates Wealth Consulting, Inc. 1.27% Reduce -29.9% 2,530 $1.5M
Miller Investment Management, LP 0.16% No change 2,529 $1.5M
Coastal Bridge Advisors, LLC 0.12% Add +1.7% 2,522 $1.5M
Beck Mack & Oliver LLC 0.03% Add +0.6% 2,519 $1.5M
Ibex Wealth Advisors 0.15% Reduce -2.3% 2,513 $1.5M
Investors Asset Management of Georgia Inc. /Ga/ 0.66% Reduce -1.8% 2,511 $1.5M
CIBC Bancorp USA Inc. 0.01% — 2,508 $1.5M
Zevin Asset Management LLC 0.22% Add +3.2% 2,502 $1.5M
Round Rock Advisors LLC 0.24% Add +2.3% 2,498 $1.5M
Capstone Wealth Management Group LLC 0.98% Add +0.1% 2,498 $1.5M
MADDEN SECURITIES Corp 0.47% Add +1.3% 2,490 $1.5M
Gallagher Fiduciary Advisors, LLC 0.06% Add +0.3% 2,489 $1.5M
Evolution Advisers, Inc. 0.68% Add +1.3% 2,479 $1.5M
Union Bancaire Privee, UBP SA 0.02% Add +240.5% 2,496 $1.5M
Greystone Financial Group, LLC 0.24% Reduce -18.2% 2,483 $1.5M
Parr McKnight Wealth Management Group, LLC 0.20% Add +5.5% 2,478 $1.5M
Cahill Financial Advisors Inc. 0.17% Add +1.7% 2,476 $1.5M
Obsidian Personal Planning Solutions LLC 0.53% Reduce -1.7% 2,412 $1.5M
Neumann Capital Management, LLC 0.44% Add +30.6% 2,469 $1.5M
Strategic Wealth Partners, Ltd. 0.11% Add +53.8% 2,469 $1.5M
Valley Financial Group, Inc. 0.86% Reduce -1.0% 2,466 $1.5M
Keystone Financial Services, LLC 1.05% Add +17.1% 2,455 $1.5M
WealthPlan Investment Management, LLC 0.10% Add +11.3% 2,455 $1.5M
Sightline Wealth Advisors, LLC 0.68% Add +0.1% 2,452 $1.5M
Benchmark Investment Advisors LLC 0.87% — 2,446 $1.5M
Garden State Investment Advisory Services LLC 0.38% Reduce -0.5% 2,442 $1.5M
Unique Wealth Strategies, LLC 0.59% Add +189.6% 2,441 $1.5M
Optivise Advisory Services LLC 0.89% Reduce -35.4% 2,441 $1.5M
Herbst Group, LLC 0.93% Add +0.5% 2,433 $1.5M
Summit Place Financial Advisors, LLC 0.70% Reduce -2.3% 2,432 $1.5M
Forefront Wealth Partners, LLC 0.37% Add +47.8% 2,426 $1.5M
Alteri Wealth LLC 0.51% Add +14.6% 2,414 $1.5M
Catalyst Private Wealth, LLC 0.65% Add +5.4% 2,409 $1.5M
LPWM LLC 0.39% No change 2,408 $1.5M
Capital Advisors Wealth Management, LLC 0.21% Add +228.1% 2,408 $1.5M
Capital Square, LLC 0.75% Add +8.7% 2,404 $1.5M
Planning Directions Inc. 0.77% Add +0.3% 2,399 $1.5M
Kieckhefer Group LLC 0.69% Add +11.8% 2,395 $1.5M
Cape Cod Five Cents Savings Bank 0.13% No change 2,778 $1.5M
V2 Financial group LLC 0.81% Add +0.1% 2,388 $1.5M
Anchor Capital Advisors LLC 0.04% Add +48.0% 2,386 $1.5M
Blue Zone Wealth Advisors, LLC 0.29% Add +344.4% 2,382 $1.5M
Walker Asset Management, LLC 0.82% Add +11.6% 2,379 $1.5M
Cottage Street Advisors LLC 0.62% Add +125.6% 2,378 $1.5M
Verity Asset Management, Inc. 0.47% Add +118.6% 2,376 $1.5M
MOKAN Wealth Management Inc. 0.73% Add +10.7% 2,379 $1.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.31% No change 2,369 $1.5M
Foster Victor Wealth Advisors, LLC 0.09% Add +56.9% 2,353 $1.4M
Select Asset Management & Trust 0.45% No change 2,363 $1.4M
Chapin Davis, Inc. 0.36% No change 2,363 $1.4M
Wimmer Associates 1, LLC 0.69% Add +4.3% 2,360 $1.4M
Capstone Financial Advisors, Inc. 0.08% Reduce -15.2% 2,358 $1.4M
Great Diamond Partners, LLC 0.28% No change 2,350 $1.4M
KCM Investment Advisors LLC 0.05% Add +4.6% 2,349 $1.4M
Marshall Investment Management, LLC 0.76% Add +37.0% 2,341 $1.4M
First Foundation Advisors 0.05% Reduce -81.7% 2,337 $1.4M
Financial & Tax Architects, LLC 0.32% New 2,331 $1.4M
Anfield Capital Management, LLC 0.42% Reduce -0.4% 2,323 $1.4M
Cross Staff Investments Inc 0.99% No change 2,320 $1.4M
Forthright Family Wealth Advisory LLC 0.87% Reduce -3.8% 2,304 $1.4M
Peterson Wealth Advisors, LLC 0.21% Reduce -18.9% 2,293 $1.4M
Heritage Wealth Management, Inc. 0.96% Add +0.1% 2,288 $1.4M
Resources Management Corp. /CT/ 0.18% Add +19.3% 2,285 $1.4M
Mustard Seed Financial, LLC 0.90% Add +2.3% 2,283 $1.4M
Rovin Capital /Ut/ 0.39% Add +0.3% 2,274 $1.4M
Compass Financial Services Inc 0.61% Add +2.0% 2,268 $1.4M
Parcion Private Wealth LLC 0.09% No change 2,266 $1.4M
Peterson Wealth Services 0.34% Reduce -94.0% 135 $1.4M
Alkeme Wealth, LLC 0.60% No change 2,263 $1.4M
Rede Wealth, LLC 1.09% New 2,255 $1.4M
Eagle Bay Advisors LLC 1.09% Reduce -2.3% 2,255 $1.4M
Magnolia Private Wealth, LLC 1.01% Reduce -8.3% 2,260 $1.4M
Meridian Management Co. 0.37% No change 2,251 $1.4M
CX Institutional 0.04% Add +23.4% 2,245 $1.4M
McGuire Investment Group, LLC 0.16% No change 2,243 $1.4M
Chapman Financial Group, LLC 0.95% Reduce -6.4% 2,240 $1.4M
NTV Asset Management LLC 0.15% Add +12.3% 2,236 $1.4M
Kaizen Financial Strategies 0.62% Reduce -8.9% 2,217 $1.4M
Wealth Dimensions Group, Ltd. 0.28% Add +23.5% 2,230 $1.4M
Fairman Group, LLC 1.09% Add +0.6% 2,212 $1.4M
Cyndeo Wealth Partners, LLC 0.08% Reduce -18.5% 2,218 $1.4M
Morey & Quinn Wealth Partners, LLC 1.00% Add +15.4% 2,216 $1.4M
Mystic Asset Management, Inc. 0.31% Reduce -5.3% 2,212 $1.4M
Smallwood Wealth Investment Management, LLC 0.70% No change 2,209 $1.4M
Cullen Investment Group, LTD. 0.18% Add +0.7% 2,195 $1.4M
Rezny Wealth Management, Inc. 0.30% No change 2,204 $1.3M
DecisionPoint Financial, LLC 0.31% Reduce -1.4% 2,195 $1.3M
PVG Asset Management Corp. 4.96% Reduce -0.8% 2,201 $1.3M
Sheets Smith Investment Management 0.87% New 2,201 $1.3M
Creekside Partners 0.59% Add +3.4% 2,198 $1.3M
CapWealth Advisors, LLC 0.12% No change 2,197 $1.3M
Gill Capital Partners, LLC 0.41% Reduce -0.9% 2,196 $1.3M
Valley Wealth Managers, Inc. 0.09% Add +38.5% 2,193 $1.3M
Bernardo Wealth Planning LLC 0.26% Add +0.4% 2,192 $1.3M
Inscription Capital, LLC 0.14% Add +1.7% 2,190 $1.3M
Retirement Solution LLC 0.32% Reduce -0.1% 2,189 $1.3M
Partners Wealth Management, LLC 1.32% Reduce -15.5% 2,188 $1.3M
Fairview Capital Investment Management, LLC 0.07% Add +7.4% 2,185 $1.3M
Acorn Wealth Advisors, LLC 0.42% Add +21.5% 2,179 $1.3M
Rockingstone Advisors LLC 0.66% Reduce -10.3% 2,176 $1.3M
GAMMA Investing LLC 0.07% Add +8.2% 2,168 $1.3M
Petredis Investment Advisors LLC 0.11% No change 2,166 $1.3M
Oakwell Private Wealth Management, LLC 0.27% Add +4.0% 2,166 $1.3M
Melone Private Wealth, LLC 0.60% Reduce -0.7% 2,159 $1.3M
Dimension Capital Management LLC 0.19% Reduce -12.3% 2,156 $1.3M
Summit Global Investments 0.08% Reduce -73.2% 2,155 $1.3M
Fortis Group Advisors, LLC 0.23% Add +18.3% 2,107 $1.3M
Cutler Capital Management, LLC 0.53% Add +40.8% 2,152 $1.3M
Ameliora Wealth Management Ltd. 0.44% Add +5.9% 2,150 $1.3M
Painted Porch Advisors LLC 0.50% Add +141.7% 2,149 $1.3M
Cresta Advisors, Ltd. 0.58% Reduce -2.1% 2,140 $1.3M
OneAscent Family Office, LLC 1.07% Add +23.1% 2,139 $1.3M
Farmers National Bank 0.31% Reduce -0.5% 2,138 $1.3M
Trifecta Capital Advisors, LLC 0.20% Add +7.6% 2,132 $1.3M
New Hampshire Trust 0.25% Reduce -0.8% 2,131 $1.3M
Hershey Financial Advisers, LLC 1.12% Reduce -1.9% 2,126 $1.3M
Bridgewater Associates 0.01% New 2,121 $1.3M
Vista Investment Partners LLC 0.36% Add +0.2% 2,120 $1.3M
HM Payson & Co. 0.02% Add +6.0% 2,116 $1.3M
Snider Financial Group 0.35% Reduce -10.3% 2,113 $1.3M
Hill Investment Group Partners, LLC 0.16% Reduce -3.2% 2,101 $1.3M
Cura Wealth Advisors, LLC 0.50% Add +8.0% 2,101 $1.3M
Thomasville National Bank 0.08% No change 2,101 $1.3M
Fortune Financial Advisors, LLC 0.97% Add +8.6% 2,099 $1.3M
Broadleaf Partners, LLC 0.27% Add +9.0% 2,098 $1.3M
Prostatis Group LLC 0.32% Add +52.5% 2,095 $1.3M
IAG Wealth Partners, LLC 0.15% No change 2,094 $1.3M
MSA Advisors, LLC 0.32% No change 2,093 $1.3M
Sequent Planning LLC 0.36% Add +29.4% 2,093 $1.3M
GAMCO Investors 0.01% Reduce -6.1% 2,091 $1.3M
Clear Point Advisors Inc. 0.99% Reduce -8.5% 2,088 $1.3M
Accelerate Investment Advisors LLC 0.87% Reduce -44.6% 2,087 $1.3M
Colonial Trust Advisors 0.10% Reduce -3.4% 2,085 $1.3M
GatePass Capital, LLC 0.75% Add +0.9% 2,085 $1.3M
Juncture Wealth Strategies, LLC 0.43% Reduce -0.6% 2,080 $1.3M
AIFG Consultants Ltd. 2.25% Add +0.1% 2,079 $1.3M
RVW Wealth, LLC 0.10% Reduce -3.0% 2,071 $1.3M
FLC Capital Advisors 0.25% Reduce -3.5% 2,070 $1.3M
Doliver Advisors, LP 0.33% New 2,059 $1.3M
Wealth Management Nebraska 0.15% Reduce -7.0% 2,053 $1.3M
Up Strategic Wealth Investment Advisors LLC 0.94% No change 2,054 $1.3M
Baron Wealth Management LLC 0.41% Add +1.8% 2,047 $1.3M
Argonautica Private Wealth Management, Inc. 0.37% Add +0.9% 2,043 $1.3M
Millennium Management 0.00% New 2,036 $1.2M
Park Place Capital Corp 0.26% Reduce -1.8% 2,032 $1.2M
SFG Wealth Management, LLC. 0.54% Reduce -0.5% 2,028 $1.2M
Olistico Wealth, LLC 0.66% Add +0.1% 2,027 $1.2M
CGN Advisors LLC 0.10% Reduce -44.8% 2,026 $1.2M
Concord Asset Management, LLC 0.22% Reduce -29.1% 2,020 $1.2M
FRG Family Wealth Advisors LLC 0.20% Reduce -9.6% 2,017 $1.2M
Krilogy Financial LLC 0.05% New 1,982 $1.2M
Birch Hill Investment Advisors LLC 0.05% Add +0.3% 2,013 $1.2M
Jessup Wealth Management, Inc 0.46% Add +12.5% 2,011 $1.2M
Wulff, Hansen & Co. 1.06% Add +2.3% 2,011 $1.2M
Tandem Investment Partners LLC 1.01% Reduce -2.7% 2,002 $1.2M
Fingerlakes Wealth Management, Inc. 0.80% Add +0.1% 1,993 $1.2M
Allred Capital Management, LLC 0.42% Add +1.0% 1,989 $1.2M
VERITY Wealth Advisors 0.77% No change 1,985 $1.2M
Duncker Streett & Co. Inc. 0.21% No change 1,984 $1.2M
United Financial Planning Group LLC 0.76% — 3,257 $1.2M
Maple Capital Management, Inc. 0.08% Reduce -11.3% 1,980 $1.2M
Kanawha Capital Management LLC 0.08% Reduce -1.3% 1,979 $1.2M
Beacon Financial Advisory LLC 0.28% Add +0.1% 1,978 $1.2M
Carter Financial Group, INC. 0.73% Add +21.4% 1,973 $1.2M
CPA Asset Management Group, LLC 0.46% Add +8.6% 1,967 $1.2M
Grey Fox Wealth Advisors, LLC 0.25% New 1,961 $1.2M
Refined Wealth Management 0.77% Add +0.2% 1,963 $1.2M
Farmers Trust Co. 0.21% Add +29.9% 1,961 $1.2M
Beck Capital Management, LLC 0.28% Reduce -4.5% 1,959 $1.2M
Meridian Financial Advisors, LLC 0.68% Add +4.0% 1,959 $1.2M
Independent Advisor Alliance 0.03% Add +2.0% 1,956 $1.2M
Sensible Money, LLC 0.41% No change 1,952 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -1.1% 1,948 $1.2M
Knightsbridge Asset Management, LLC 0.20% Add +72.2% 1,948 $1.2M
Motive Wealth Advisors 0.51% No change 1,944 $1.2M
WealthBridge Capital Management, LLC 0.28% Add +11.6% 1,938 $1.2M
Van Hulzen Asset Management, LLC 0.09% Add +6.1% 1,933 $1.2M
Avenir Corp. 0.12% No change 1,930 $1.2M
Austin Private Wealth, LLC 0.09% Add +2.5% 1,927 $1.2M
Chilton Investment Co. Inc. 0.02% Add +1.2% 1,926 $1.2M
Sherwood Financial Partners, LLC 1.03% No change 1,922 $1.2M
Morling Financial Advisors, LLC 0.39% Reduce -0.4% 1,914 $1.2M
Vestor Capital, LLC 0.08% Add +353.3% 1,913 $1.2M
Riversedge Advisors, LLC 0.20% Add +117.3% 1,910 $1.2M
Wilkins Miller Wealth Management, LLC 0.72% Reduce -2.5% 1,908 $1.2M
Crown Wealth Group, LLC 0.35% Add +10.2% 1,908 $1.2M
Accretive Wealth Partners, LLC 0.36% Add +4.2% 1,905 $1.2M
New Age Alpha Advisors, LLC 0.05% Reduce -2.5% 1,904 $1.2M
Northeast Financial Group, Inc. 0.29% Add +0.1% 1,894 $1.2M
Plum Street Advisors, LLC 0.45% Reduce -2.8% 1,883 $1.2M
Financial Futures Ltd Liability Co. 0.56% Add +1.1% 1,872 $1.1M
IMPACTfolio, LLC 0.49% Add +0.1% 1,870 $1.1M
Perennial Advisors, LLC 0.20% Reduce -0.4% 1,869 $1.1M
Millstone Evans Group, LLC 0.73% Reduce -0.7% 1,866 $1.1M
Dupree Financial Group, LLC 0.44% Add +14.4% 1,863 $1.1M
Financial Counselors Inc. 1.52% Add +2.4% 1,860 $1.1M
Crews Bank & Trust 0.17% Add +2.7% 1,855 $1.1M
First Financial Bank - Trust Division 0.10% No change 1,855 $1.1M
Allium Financial Advisors, LLC 0.94% Reduce -15.0% 1,850 $1.1M
Fielder Capital Group LLC 0.26% Add +1.0% 1,848 $1.1M
Lynx Investment Advisory 0.68% Reduce -5.2% 1,847 $1.1M
Opes Wealth Management LLC 0.20% No change 1,843 $1.1M
Coston, McIsaac & Partners 0.27% Add +11.9% 1,839 $1.1M
Virtue Asset Management LLC 0.95% — 1,838 $1.1M
Retirement Planning Co of New England, Inc. 0.45% Reduce -0.2% 1,838 $1.1M
Bank of Hawaii 0.06% Add +236.9% 1,836 $1.1M
Smart Money Group LLC 0.33% Reduce -12.5% 1,835 $1.1M
New Millennium Group LLC 0.51% Add +3.3% 1,834 $1.1M
49 Wealth Management, LLC 0.11% Reduce -5.7% 1,830 $1.1M
SMI Advisory Services, LLC 0.21% Reduce -3.0% 1,821 $1.1M
Brand Asset Management Group, Inc. 0.31% Reduce -8.5% 1,827 $1.1M
One Charles Private Wealth Services, LLC 0.29% Add +15.9% 1,825 $1.1M
Warther Private Wealth, LLC 0.26% Reduce -11.9% 1,818 $1.1M
Regatta Capital Group, LLC 0.18% Add +3.4% 1,816 $1.1M
Capstone Wealth Management Group, LLC 0.47% No change 1,814 $1.1M
Creekmur Asset Management LLC 0.18% Reduce -18.5% 1,814 $1.1M
Spectrum Wealth Advisory Group, LLC 0.46% Reduce -0.5% 1,806 $1.1M
WealthPLAN Partners, LLC 0.17% Reduce -2.8% 1,805 $1.1M
Lee Financial Co 0.14% Add +5.9% 1,801 $1.1M
Beacon Wealthcare LLC 0.39% Reduce -4.9% 1,799 $1.1M
Peoples Financial Services Corp. 0.50% Reduce -0.1% 1,797 $1.1M
Burns J W & Co. Inc. 0.12% Add +0.3% 1,795 $1.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.11% No change 1,791 $1.1M
Mogy Joel R Investment Counsel Inc. 0.06% No change 1,790 $1.1M
CPC Advisors, LLC 0.12% Reduce -80.1% 1,788 $1.1M
Power Wealth Management LLC 0.40% Reduce -0.3% 1,781 $1.1M
Tidemark, LLC 0.32% No change 1,781 $1.1M
Rinkey Investments 0.29% Add +16.6% 1,780 $1.1M
Presilium Private Wealth, LLC 0.21% Reduce -6.3% 1,777 $1.1M
Congress Asset Management Co. 0.01% Add +3.8% 1,776 $1.1M
Atticus Wealth Management, LLC 0.27% Add +2.3% 1,768 $1.1M
Plotkin Financial Advisors, LLC 0.53% Reduce -7.5% 1,759 $1.1M
Family Manage LLC 0.15% Reduce -32.2% 1,757 $1.1M
Towercrest Capital Management 0.17% Add +84.4% 1,752 $1.1M
Accredited Investor Services, LLC 0.74% Reduce -4.3% 1,751 $1.1M
Barrett & Company, Inc. 0.37% No change 1,748 $1.1M
Grey Ledge Advisors, LLC 0.24% Add +2.5% 1,747 $1.1M
Dudley Capital Management, LLC 0.48% Add +3.0% 1,746 $1.1M
Kennedy Investment Group, Inc. 0.43% Add +18.6% 1,746 $1.1M
Graves Light Lenhart Wealth, Inc. 0.12% Add +0.5% 1,744 $1.1M
Sierra Ocean, LLC 0.90% Reduce -24.2% 1,743 $1.1M
Sage Investment Counsel LLC 1.18% Reduce -0.5% 1,736 $1.1M
Austin Wealth Management, LLC 0.17% Reduce -0.5% 1,730 $1.1M
Brookwood Investment Group LLC 0.14% Add +12.5% 1,733 $1.1M
CLG LLC 0.29% Add +3.2% 1,723 $1.1M
Gryphon Financial Partners LLC 0.12% Add +2.4% 1,721 $1.1M
B&D White Capital Company, LLC 0.13% New 1,719 $1.1M
Midwest Capital Advisors, LLC 0.51% Add +3.1% 1,718 $1.1M
Icon Wealth Advisors, LLC 0.07% Add +0.1% 1,706 $1.0M
Johnson Financial Group, LLC 0.10% Reduce -77.5% 1,706 $1.0M
LCNB Corp. 0.36% Add +2.0% 1,703 $1.0M
Bedell Frazier Investment Counselling, LLC 0.21% Reduce -6.0% 1,702 $1.0M
Cooper Financial Group 0.11% Reduce -54.9% 1,696 $1.0M
Howe & Rusling Inc. 0.07% Add +7.8% 1,692 $1.0M
Goelzer Investment Management, Inc. 0.05% Reduce -15.0% 1,684 $1.0M
Empirical Finance, LLC 0.05% Add +0.3% 1,684 $1.0M
Summit Asset Management, LLC 0.16% No change 1,683 $1.0M
Northern Capital Management, Inc. 0.56% Add +1.5% 1,679 $1.0M
Blue Chip Partners, LLC 0.08% Reduce -22.5% 1,679 $1.0M
RAM Investment Partners, LLC 0.19% Reduce -3.7% 1,673 $1.0M
SwitchPoint Financial Planning, LLC 0.74% Reduce -0.8% 1,671 $1.0M
Carrera Capital Advisors 0.18% Add +3.1% 1,662 $1.0M
Signet Financial Management, LLC 0.12% Reduce -4.4% 1,665 $1.0M
Saranac Partners Ltd 0.21% New 1,669 $1.0M
Shaker Investments LLC 0.41% Add +0.2% 1,663 $1.0M
Mission Creek Capital Partners, Inc. 0.20% Reduce -4.3% 1,661 $1.0M
Silicon Valley Capital Partners 0.10% Reduce -26.5% 1,661 $1.0M
FC Advisory LLC 0.30% Add +7.9% 1,659 $1.0M
ORBA Wealth Advisors, L.L.C. 0.83% Add +0.1% 1,656 $1.0M
LMG Wealth Partners, LLC 0.19% Add +13.8% 1,653 $1.0M
Financial Freedom, LLC 0.50% Reduce -5.2% 1,651 $1.0M
Total Clarity Wealth Management, Inc. 0.27% Reduce -0.3% 1,650 $1.0M
Elite Financial, Inc. 0.46% Reduce -31.2% 1,613 $1.0M
Bay Rivers Group 0.43% Add +67.1% 1,649 $1.0M
DHJJ Financial Advisors, Ltd. 0.34% Add +5.5% 1,645 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.21% Add +9.9% 1,640 $1.0M
Provident Investment Management, Inc. 0.09% New 1,640 $1.0M
Wealth Alliance, LLC 0.10% Add +2.6% 1,640 $1.0M
Wealth Management Strategies, Inc. 0.50% Add +0.3% 1,637 $1.0M
City National Bank of Florida 0.66% Reduce -11.8% 1,635 $1.0M
Williams & Novak, LLC 0.77% Reduce -0.4% 1,632 $999K
Stanich Group LLC 0.61% Reduce -0.2% 1,632 $999K
Fairvoy Private Wealth, LLC 0.23% Reduce -1.5% 1,626 $996K
First Nebraska Trust Co 0.09% No change 1,624 $995K
Coastwise Capital Group, LLC 0.70% Add +26.2% 1,623 $994K
Pathway Financial Advisors LLC 0.13% No change 1,618 $991K
Financial Connections Group, Inc. 0.39% Reduce -0.6% 1,618 $990K
Richard P Slaughter Associates Inc 0.21% No change 1,613 $988K
Twin City Private Wealth, LLC 0.77% Reduce -8.3% 1,608 $987K
TCFG Wealth Management, LLC 0.39% Reduce -1.8% 1,611 $986K
Brogan Financial, Inc. 0.42% Reduce -0.3% 1,606 $984K
Main Street Group, LTD 0.31% Add +7.3% 1,595 $977K
Azimuth Capital Investment Management LLC 0.04% Reduce -1.2% 1,592 $975K
RPS Advisory Solutions LLC 0.48% Reduce -17.5% 1,587 $972K
FreeGulliver LLC 0.43% Add +0.3% 1,583 $969K
TKG Advisors, LLC 0.42% Add +0.2% 1,582 $969K
Grandview Asset Management LLC 0.27% Add +2.8% 1,580 $968K
Kingdom Financial Group LLC. 0.59% Add +20.9% 1,580 $967K
SageOak Financial, LLC 0.71% Add +27.3% 1,576 $965K
Flywheel Private Wealth LLC 0.75% Add +0.1% 1,567 $960K
Chesapeake Wealth Management 0.29% Reduce -9.0% 1,565 $958K
Matauro, LLC 0.15% Reduce -4.0% 1,565 $958K
Woodley Farra Manion Portfolio Management Inc. 0.05% No change 1,560 $958K
Stonebrook Private Inc. 0.21% Add +30.4% 1,560 $955K
Vestment Financial LLC 0.54% No change 1,551 $955K
Costello Asset Management, INC 0.32% Add +898.1% 1,557 $954K
Colonial Trust Co / SC 0.13% Reduce -2.6% 1,556 $953K
American National Bank of Texas 0.90% — 1,553 $951K
McRae Capital Management Inc. 0.19% Reduce -9.8% 1,553 $951K
Alliance Wealth Management Group 0.21% Add +106.9% 1,552 $950K
Legacy Wealth Management, LLC / MS 0.29% Reduce -5.5% 1,550 $949K
Washington Capital Management, Inc. 0.68% Reduce -3.2% 1,542 $944K
Carmel Capital Partners, LLC 0.40% Reduce -10.2% 1,541 $943K
Palacios Wealth Management, LLC 0.62% Add +33.6% 1,536 $940K
First Wilshire Securities Management Inc. 0.25% No change 1,533 $939K
Total Investment Management Inc. 0.12% Reduce -34.3% 1,532 $938K
Millennium Capital Advisors, LLC 0.56% New 1,521 $931K
Strategic Financial Concepts, LLC 0.13% Reduce -19.2% 1,491 $928K
Arcadia Investment Advisors LLC 0.45% Reduce -3.8% 1,509 $924K
Financial Management Network Inc. 0.15% Add +1.5% 1,492 $921K
Jackson Square Capital, LLC 0.20% Reduce -3.0% 1,504 $921K
Arbor Wealth Advisors LLC 0.68% No change 1,496 $916K
Hall Capital Management Co. Inc. 0.36% No change 1,496 $916K
Forum Private Client Group LLC 0.33% Reduce -0.7% 1,496 $916K
Elite Wealth Management, Inc. 0.24% New 5,713 $913K
Arcus Capital Partners, LLC 0.40% Reduce -7.8% 1,489 $912K
GPS Wealth Strategies Group, LLC 0.10% Add +30.5% 1,486 $910K
Mosaic Family Wealth Partners, LLC 0.11% Reduce -75.8% 1,483 $905K
Lam Group, Inc. 0.56% No change 1,475 $903K
Wallace Capital Management Inc. 0.11% Reduce -12.0% 1,471 $901K
Maryland Capital Advisors Inc. 0.32% No change 1,466 $898K
Able Wealth Management LLC 0.34% Reduce -2.9% 1,465 $897K
Cumberland Partners Ltd 0.06% No change 1,463 $896K
Covington Investment Advisors Inc. 0.12% Reduce -1.7% 1,460 $894K
Chiron Capital Management, LLC 0.77% Add +0.1% 1,460 $894K
Tull Financial Group, Inc. 0.39% Add +3.3% 1,457 $892K
Holderness Investments Co. 0.18% Add +0.8% 1,455 $891K
Joseph P. Lucia & Associates, LLC 0.34% Add +36.5% 1,455 $891K
Prudent Man Advisors, LLC 0.33% No change 1,455 $891K
Pavion Blue Capital, LLC 0.38% No change 1,451 $889K
Addison Advisors LLC 0.21% Reduce -0.1% 1,446 $886K
Alpha Zero LLC 0.51% Add +0.1% 1,444 $884K
Financial Insights, Inc. 0.29% Add +8.8% 1,444 $884K
McLean Asset Management Corp 0.18% Add +0.1% 1,430 $883K
Wealth Forward, LLC 0.51% No change 1,437 $880K
Financial Advisory Partners, LLC 0.26% Add +160.6% 1,436 $879K
Fulton Breakefield Broenniman LLC 0.06% Add +1.4% 1,435 $879K
Advisory Resource Group 0.16% Reduce -0.2% 1,435 $879K
Berkeley Capital Partners, LLC 0.21% Add +11.8% 1,432 $877K
Abundance Wealth Counselors 0.15% No change 1,430 $876K
Astoria Strategic Wealth, Inc. 0.22% Reduce -0.2% 1,428 $874K
Brandywine Oak Private Wealth LLC 0.08% No change 1,421 $870K
Stage Harbor Financial, LLC 0.64% Add +171.5% 1,420 $870K
LifeGoal Investments, LLC 0.72% Reduce -11.0% 1,419 $869K
Stenger Family Office, LLC 0.18% Add +1.9% 1,378 $868K
Cornell Pochily Investment Advisors, Inc. 0.26% Add +2.6% 1,416 $867K
Cornerstone Planning Group LLC 0.14% Add +629.1% 10,988 $867K
Watchman Group, Inc. 0.21% No change 1,415 $867K
Revisor Wealth Management LLC 0.30% Reduce -15.9% 1,403 $866K
Vontobel Holding Ltd. 0.00% Reduce -28.9% 1,414 $866K
Ulland Investment Advisors, LLC 0.66% Add +23.4% 1,413 $865K
Stokes Capital Advisors, LLC 0.20% No change 1,411 $864K
Interactive Financial Advisors, Inc. 0.47% Reduce -7.7% 1,408 $863K
Pinkerton Wealth, LLC 0.09% Reduce -21.7% 1,406 $861K
Griffin Asset Management, Inc. 0.10% Add +3.6% 1,405 $860K
Shira Ridge Wealth Management 0.36% Add +0.3% 1,401 $858K
Porter White Investment Advisors, Inc. 0.37% Reduce -0.1% 1,399 $857K
Sachetta, LLC 0.32% Reduce -9.8% 1,398 $857K
Cerro Pacific Wealth Advisors LLC 0.23% Add +1.3% 1,398 $856K
Evolution Wealth Management Inc. 0.88% Add +86.5% 1,393 $853K
Berkshire Asset Management LLC 0.04% No change 1,391 $852K
Holos Integrated Wealth LLC 0.50% No change 1,416 $850K
Shepherd Kaplan Krochuk, LLC 0.70% Add +173.0% 1,387 $849K
Focused Wealth Management, Inc 0.09% Add +10.3% 1,387 $849K
Lakewood Asset Management LLC 0.51% No change 1,386 $849K
Collaborative Wealth Managment Inc. 0.34% No change 1,384 $847K
Retirement Planning Group, LLC / NY 0.63% Add +19.3% 1,377 $846K
Formidable Asset Management, LLC 0.13% Add +15.7% 1,486 $844K
Wealth Management Associates, Inc. 0.30% Add +21.6% 1,377 $843K
Avalon Advisory Group 0.34% Add +0.3% 1,376 $843K
Signature Wealth Management Group 0.33% Add +5.7% 1,374 $841K
Oak Wealth Advisors LLC 0.49% Add +4.7% 1,374 $841K
Cadent Capital Advisors, LLC 0.22% Add +46.0% 1,372 $840K
Dearborn Partners LLC 0.04% Add +0.1% 1,372 $840K
Bulltick Wealth Management, LLC 0.20% Reduce -49.6% 1,364 $838K
Ironwood Financial, llc 0.15% Add +8.1% 1,368 $838K
Appleton Partners Inc. 0.06% Add +4.7% 1,368 $837K
Yoffe Investment Management, LLC 1.09% No change 1,366 $837K
OLIO Financial Planning 0.25% Add +0.7% 1,366 $837K
ArborFi Advisors, LLC 0.68% Add +0.8% 1,366 $837K
Broadview Financial Management, LLC 0.56% Add +0.3% 1,366 $836K
Gould Asset Management LLC 0.16% No change 1,364 $835K
Consilium Wealth Advisory, LLC 0.32% No change 1,363 $835K
Endeavor Private Wealth, Inc. 0.26% New 1,357 $834K
GFS Advisors, LLC 0.11% No change 1,360 $833K
Moody LYNN Lieberson & Walker, LLC 0.04% Reduce -5.2% 1,358 $832K
GK Wealth Management LLC 0.62% Add +278.5% 1,355 $830K
Beacon Financial Group 0.08% New 1,351 $827K
AMJ Financial Wealth Management 0.20% Reduce -19.0% 1,345 $824K
Mach-1 Financial Group, LLC 0.13% Add +12.4% 1,344 $823K
Integrity Advisory Solutions, LLC 0.13% — 1,344 $823K
First Bancorp, Inc 0.44% Add +10.9% 1,344 $823K
Investmark Advisory Group LLC 0.36% Add +0.3% 1,340 $821K
Blackhawk Capital Partners, LLC 0.32% Add +1.7% 1,340 $820K
Aquire Wealth Advisors, LLC 0.20% Reduce -0.5% 1,339 $820K
Northwest Capital Management Inc 0.86% Reduce -1.7% 1,338 $819K
Rothschild Capital Partners, LLC 0.19% Reduce -1.6% 1,337 $819K
Fiscal Wisdom Wealth Management, LLC 0.77% — 1,321 $811K
Marquette Asset Management, LLC 0.12% New 1,322 $809K
Financial Advisory Corp 0.12% Reduce -28.1% 1,321 $809K
Amara Financial, Llc. 0.59% No change 1,319 $808K
Graney & King, LLC 0.56% Reduce -8.0% 1,315 $805K
Reyes Financial Architecture, Inc. 0.55% No change 1,314 $805K
Guerra Advisors Inc 0.30% Reduce -3.5% 1,311 $803K
eCIO, Inc. 0.30% Reduce -8.9% 1,308 $801K
Silver Coast Investments LLC 0.27% Add +4.2% 1,300 $796K
Howard Capital Management Group, LLC 0.05% No change 1,297 $794K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -2.8% 1,296 $794K
Financial Advocates Investment Management 0.45% Reduce -75.5% 1,296 $794K
Pegasus Asset Management, Inc. 0.25% Add +65.9% 1,296 $794K
DiNuzzo Private Wealth, Inc. 0.09% No change 1,335 $792K
Cahaba Wealth Management, Inc. 0.06% Add +10.7% 1,291 $791K
Nemes Rush Group LLC 0.08% Add +2.1% 1,291 $790K
American Money Management, LLC 0.13% Reduce -4.6% 1,289 $790K
Lakeridge Wealth Management LLC 0.35% Add +3.9% 1,286 $788K
Emprise Bank 0.34% No change 1,286 $788K
Squire Investment Management Company, LLC 0.26% New 1,286 $787K
Compass Planning Associates Inc 0.72% Add +62.4% 1,281 $785K
Bluespring Wealth Management, LLC 0.07% Reduce -5.8% 1,277 $784K
Weatherly Asset Management L. P. 0.06% No change 1,277 $783K
Firestone Capital Management 0.17% Add +0.2% 1,278 $783K
Beckerman Institutional, LLC 0.46% Add +0.2% 1,277 $782K
Family Capital Management, Inc. 0.37% Add +8.2% 1,276 $781K
Hartford Financial Management Inc. 0.21% Add +23.2% 1,274 $780K
Tillman Hartley LLC 0.20% Reduce -54.9% 1,273 $780K
Central Bank & Trust Co. 0.12% Add +1.4% 1,271 $778K
Symphony Financial Services, Inc. 0.42% Add +130.0% 1,265 $775K
Legacy Bridge, LLC 0.32% Add +4.1% 1,264 $774K
Cranbrook Wealth Management, LLC 0.16% Reduce -2.4% 1,264 $774K
Ackerman Asset Management, LLC 0.55% No change 1,264 $774K
Valley National Advisers Inc. 0.12% Add +0.1% 1,264 $773K
Ranch Capital Advisors Inc. 0.30% New 1,256 $771K
Penney Financial, LLC 0.34% Add +36.2% 1,257 $770K
Santori & Peters, Inc. 0.27% Add +14.9% 1,256 $769K
Midwest Financial Group LLC 0.37% Add +0.2% 1,254 $768K
First National Bank of Mount Dora, Trust Investment Services 0.17% No change 1,252 $767K
Trivant Custom Portfolio Group, LLC 0.39% Add +0.2% 1,250 $765K
Old Second National Bank of Aurora 0.16% No change 1,250 $765K
Spectrum Planning & Advisory Services Inc. 0.43% Add +7.1% 1,248 $764K
Fortitude Advisory Group L.L.C. 0.41% Add +9.4% 1,247 $763K
Palisades Hudson Asset Management, L.P. 0.28% Reduce -5.6% 1,245 $762K
Momentum Wealth Planning, LLC 0.60% Reduce -20.5% 1,239 $761K
Foster & Motley Inc. 0.04% Reduce -3.1% 1,236 $757K
Mascagni Wealth Management, Inc. 0.58% Add +0.8% 1,226 $751K
Institute for Wealth Management, LLC. 0.08% Add +1.2% 1,223 $749K
Whitegate Investment Counselors, Inc. 0.25% Reduce -1.5% 1,219 $746K
Tarbox Family Office, Inc. 0.11% No change 1,215 $744K
SlateStone Wealth, LLC 0.06% Reduce -42.7% 1,214 $743K
Paragon Financial Partners, Inc. 0.47% Add +0.3% 1,209 $740K
Concorde Asset Management, LLC 0.31% — 1,202 $739K
Mills Wealth Advisors LLC 0.30% Reduce -0.8% 1,204 $737K
North Point Portfolio Managers Corp. 0.12% No change 1,203 $737K
Susquehanna International Group, LLP 0.00% Reduce -97.7% 1,203 $737K
Impact Capital Partners LLC 0.22% No change 1,202 $736K
Ironvine Capital Partners, LLC 0.07% No change 1,202 $736K
Texas Bank & Trust Co 0.28% Reduce -13.0% 1,200 $735K
PCG Wealth Advisors, LLC 0.21% Reduce -0.6% 1,194 $731K
Perissos Private Wealth Management, LLC 0.53% Reduce -7.3% 1,190 $729K
Upper Left Wealth Management, LLC 0.46% Reduce -0.8% 1,188 $728K
Octavia Wealth Advisors, LLC 0.07% Add +31.9% 1,183 $726K
Hoge Financial Services, LLC 0.42% Add +0.3% 1,184 $725K
Strategy Asset Managers LLC 0.13% Add +0.1% 1,180 $723K
Leigh Baldwin & Co., LLC 0.41% No change 1,180 $723K
Mountain Capital Investment Advisors Inc. 0.13% Add +6.3% 1,176 $723K
Pathway Financial Advisers, LLC 0.21% Add +4.3% 1,196 $721K
Indie Asset Partners, LLC 0.96% Reduce -0.2% 1,176 $720K
Financial Advisors, LLC 0.13% Add +1.4% 1,175 $719K
Hopwood Financial Services, Inc. 0.48% Reduce -13.8% 1,171 $717K
Pacific Point Advisors, LLC 0.42% Add +77.6% 1,165 $713K
TCTC Holdings, LLC 0.02% No change 1,163 $712K
Regent Peak Wealth Advisors LLC 0.14% — 1,162 $712K
Summit Wealth Partners, LLC 0.13% Reduce -1.8% 1,160 $711K
Private Wealth Asset Management, LLC 0.08% Add +0.7% 1,160 $710K
JNBA Financial Advisors 0.06% No change 1,155 $707K
Pinnacle Wealth Planning Services, Inc. 0.08% Add +20.9% 1,155 $707K
Voya Investment Management LLC 0.00% No change 1,154 $707K
Darden Wealth Group Inc 0.37% Reduce -14.7% 1,153 $706K
KERR FINANCIAL PLANNING Corp 0.99% — 1,139 $704K
Essex LLC 0.13% Reduce -17.6% 1,150 $704K
Hickory Point Bank & Trust 0.53% Add +0.9% 1,148 $703K
Manske Wealth Management 0.22% Add +0.2% 1,146 $702K
Aerodigm Wealth, LLC 0.30% Reduce -14.3% 1,142 $702K
Citrine Capital LLC 0.33% Reduce -0.3% 1,146 $702K
GDS Wealth Management 0.05% Add +5.6% 1,146 $702K
NFSG Corp 0.10% Add +17.3% 1,142 $699K
Sprinkle Financial Consultants LLC 0.39% Add +0.3% 1,142 $699K
Armor Investment Advisors, LLC 0.22% Add +0.7% 1,139 $698K
Oak Hill Wealth Advisors, LLC 0.13% Add +13.1% 1,139 $697K
SPC Financial, Inc. 0.05% Add +11.7% 1,139 $697K
Altman Advisors, Inc. 0.27% No change 1,134 $694K
Matisse Capital 0.31% Reduce -4.4% 1,131 $693K
Trustco Bank Corp. N Y 0.62% New 1,131 $693K
Urban Financial Advisory Corp 0.32% Reduce -1.4% 1,131 $692K
City Center Advisors, LLC 0.67% Add +56.5% 1,130 $692K
Whalen Wealth Management Inc. 0.40% Reduce -19.3% 1,130 $692K
Guided Capital Wealth Management, LLC 0.59% No change 1,124 $688K
Inspire Advisors, LLC 0.07% Reduce -11.8% 1,121 $686K
Intelligence Driven Advisers, LLC 0.10% Reduce -1.7% 1,121 $686K
Tower View Wealth Management LLC 0.36% Reduce -0.2% 1,121 $686K
Sanders Morris Harris LLC 0.09% New 1,120 $686K
Cornerstone Advisory, LLC 0.07% Add +102.4% 1,117 $684K
Allegheny Financial Group 0.13% Add +2.6% 1,116 $684K
Vantage Point Financial LLC 0.26% Add +3.0% 1,116 $684K
Trust Co 0.07% No change 1,116 $684K
Penn Davis McFarland Inc. 0.07% Reduce -20.9% 1,116 $683K
Mma Asset Management LLC 0.23% Add +14.2% 1,115 $683K
Insight Wealth Strategies, LLC 0.08% Add +3.0% 1,109 $679K
Heartwood Wealth Advisors LLC 0.06% Add +15.9% 1,109 $679K
AllGen Financial Advisors, Inc. 0.17% No change 1,108 $679K
NRI Wealth Management LC 0.36% Reduce -4.7% 1,106 $677K
Mengis Capital Management, Inc. 0.13% New 1,103 $676K
Elk River Wealth Management LLC 0.11% No change 1,099 $675K
Campion Asset Management 0.48% Reduce -13.6% 1,100 $674K
Bearing Point Capital, LLC 0.12% No change 1,100 $674K
American Capital Advisory, LLC 0.31% Add +30.2% 1,100 $673K
B & T Capital Management DBA Alpha Capital Management 0.11% Add +5.9% 1,099 $673K
Shakespeare Wealth Management, LLC 0.15% Reduce -12.0% 1,097 $672K
TOWER TRUST & INVESTMENT Co 0.45% Add +8.4% 1,096 $671K
Frazier Financial Advisors, LLC 0.41% Reduce -2.9% 1,092 $668K
Haven Private, LLC 0.30% No change 1,091 $668K
Orion Capital Management LLC 0.23% Add +21.6% 1,087 $666K
Almanack Investment Partners, LLC. 0.10% Reduce -30.6% 1,086 $665K
626 Financial, LLC 0.29% Add +0.2% 1,085 $664K
Dominguez Wealth Management Solutions, Inc. 0.42% Add +0.1% 1,082 $663K
Triumph Capital Management 0.18% Reduce -16.2% 1,082 $663K
Carson Advisory Inc. 0.36% Add +3.7% 1,082 $662K
First Citizens Financial Corp 0.33% No change 1,080 $661K
Pine Harbor Wealth Management, LLC 0.21% Reduce -33.0% 1,077 $660K
Monarch Capital Management Inc. 0.16% New 1,073 $659K
Signature Resources Capital Management, LLC 0.36% Reduce -2.0% 1,075 $658K
Harbor Group, Inc. 0.10% Add +0.3% 1,075 $658K
Noesis Capital Mangement Corp. 0.10% Add +0.9% 1,070 $655K
Wealthcare Capital Management LLC 0.07% Reduce -1.1% 1,069 $655K
Goodman Financial Corp 0.13% Add +26.3% 1,065 $652K
Legacy Wealth Asset Management, LLC 0.16% No change 1,063 $651K
Brown Wealth Management, LLC 0.18% Add +9.8% 1,062 $650K
Plan A Wealth LLC 0.33% Add +3.8% 1,061 $650K
Lodestone Wealth Management LLC 0.29% Add +0.3% 1,060 $649K
Main Management LLC 0.05% No change 1,059 $649K
Payne Capital Management, LLC 0.21% Add +6.9% 1,059 $648K
Main Street Research LLC 0.04% Add +78.8% 1,057 $647K
Beacon Financial Planning, Inc. 0.33% Reduce -5.0% 1,056 $646K
DRW Securities, LLC 0.03% New 1,052 $645K
Kropog Financial Group, LLC 0.53% Add +2.8% 1,052 $645K
Essential Planning, LLC. 0.22% Add +0.1% 1,052 $644K
White Pine Capital LLC 0.18% No change 1,050 $643K
Bar Harbor Wealth Management 0.04% No change 1,050 $643K
Luts & Greenleigh Group, Inc. 0.58% No change 1,049 $642K
Legacy Trust 0.13% New 1,047 $641K
First Community Trust NA 0.50% Reduce -4.0% 1,046 $641K
Ames National Corp. 0.38% Reduce -66.2% 1,045 $640K
Missouri Trust & Investment Co 0.19% Add +2.4% 1,044 $639K
Integris Wealth Management, LLC 0.16% Add +31.7% 1,042 $638K
Whelan Financial 0.20% Reduce -16.1% 1,041 $638K
Ledyard National Bank 0.06% Reduce -17.7% 1,040 $637K
Teachers Insurance & Annuity Association of America 0.76% No change 1,039 $636K
USAdvisors Wealth Management, LLC 0.22% Add +2.4% 1,038 $636K
Tevis Investment Management 0.38% Reduce -2.1% 1,033 $634K
Catalyst Financial Partners LLC 0.08% Add +0.3% 1,035 $634K
Sherrill & Hutchins Financial Advisory, Inc 0.46% No change 1,033 $632K
Cary Street Partners Investment Advisory LLC 0.26% Add +212.7% 1,032 $632K
Mountain Pacific Investment Advisers LLC 0.10% No change 1,030 $631K
Centerpoint Advisory Group 0.49% Add +0.1% 1,030 $631K
Lountzis Asset Management, LLC 0.21% Add +1.6% 1,026 $630K
Halbert Hargrove Global Advisors, LLC 0.03% Add +17.8% 1,028 $630K
Sterling Investment Advisors, Ltd. 0.12% No change 1,028 $630K
Stonehearth Capital Management, LLC 0.24% New 1,027 $629K
Clark Wealth Partners 0.38% Reduce -10.1% 999 $627K
Aviso Wealth Management 0.27% Add +42.9% 1,022 $626K
Navalign, LLC 0.16% Add +0.5% 1,020 $625K
McHugh Group, LLC 0.38% Add +4.8% 1,017 $623K
Stone Summit Wealth LLC 0.18% Reduce -0.8% 1,015 $622K
Lockerman Financial Group, Inc. 0.78% Add +1.1% 1,014 $621K
Private Capital Management, LLC 0.06% Add +20.4% 1,007 $617K
Mattern Wealth Management LLC 0.12% Reduce -2.1% 1,005 $616K
STAR Financial Bank 0.36% Reduce -14.7% 1,002 $614K
MidAtlantic Capital Management, Inc. 0.42% No change 999 $612K
Howard Financial Services, LTD. 0.07% Add +5.5% 999 $612K
Solidarity Wealth, LLC 0.13% Add +8.4% 994 $610K
Burk Holdings LLC 0.33% New 995 $609K
RPg Family Wealth Advisory, LLC 0.13% New 992 $609K
Colton Groome Financial Advisors, LLC 0.19% Reduce -1.5% 991 $607K
Northcape Wealth Management, LLC 0.18% No change 990 $606K
D. Scott Neal, Inc. 0.28% Reduce -3.6% 989 $606K
Shulman DeMeo Asset Management LLC 0.14% Add +0.2% 982 $601K
Brown, Lisle/Cummings, Inc. 0.15% No change 979 $600K
Capital Investment Services of America, Inc. 0.05% Add +6.2% 976 $598K
Outbound Financial Inc 0.49% Reduce -3.5% 975 $597K
Avid Wealth Partners LLC 0.30% New 972 $597K
LifeSteps Financial, Inc. 0.38% Reduce -1.9% 969 $593K
Poehling Capital Management, INC. 0.12% No change 969 $593K
Van Den Berg Management I, Inc. 0.15% Add +2.6% 967 $592K
Providence Capital Advisors, LLC 0.10% Add +0.1% 965 $591K
Exchange Bank 0.41% No change 964 $590K
ROI Financial Advisors, LLC 0.35% Reduce -1.0% 963 $590K
Lighthouse Financial LLC 0.39% Reduce -9.5% 962 $589K
Davidson Trust Co. 0.24% Reduce -0.4% 957 $586K
Manchester Financial Inc. 0.12% Add +17.0% 956 $585K
Caldwell Sutter Capital, Inc. 0.25% Add +5.0% 955 $585K
First Commonwealth Financial Corp 0.10% Add +39.4% 955 $585K
Burns Matteson Capital Management, LLC 0.25% Add +2.9% 954 $584K
3EDGE Asset Management, LP 0.03% Add +7.4% 954 $584K
Summit Investment Advisory Services, LLC 0.23% Add +4.4% 952 $583K
Herold Advisors, Inc. 0.13% Add +56.5% 950 $582K
Bestgate Wealth Advisors, LLC 1.02% Add +18.4% 948 $581K
Delta Asset Management LLC 0.05% Add +27.1% 944 $578K
Rosenblum Silverman Sutton S F Inc. 0.13% No change 944 $578K
FFT Wealth Management LLC 0.11% Reduce -4.6% 940 $577K
Hedeker Wealth, LLC 0.12% Add +12.7% 943 $577K
Elgethun Capital Management 0.10% Add +143.7% 943 $577K
Schaper Benz & Wise Investment Counsel Inc. 0.04% Add +2.7% 942 $577K
St Germain D J Co. Inc. 0.02% Add +14.8% 941 $576K
Philip James Wealth Mangement, LLC 0.07% Add +21.9% 940 $576K
Howard Bailey Securities, LLC 0.16% Add +61.3% 939 $575K
Columbia River Financial Group, LLC 0.35% No change 918 $575K
PMG Family Office LLC 0.64% — 935 $574K
Keystone Financial Services 0.18% Add +0.1% 936 $573K
E Fund Management (Hong Kong) Co., Ltd. 0.35% No change 935 $573K
NCM Capital Management, LLC 0.22% Reduce -15.6% 933 $571K
Horizons Wealth Management 0.39% Reduce -0.6% 931 $570K
Pillar Financial Advisors, LLC 0.36% No change 928 $568K
Cookson Peirce & Co. Inc. 0.02% New 926 $567K
Addison Capital Co 0.17% Reduce -0.4% 926 $567K
Eldridge Investment Advisors, Inc. 0.13% Reduce -2.0% 926 $567K
William Howard & Co Financial Advisors Inc 0.48% Reduce -14.3% 925 $567K
American Institute for Advanced Investment Management, LLP 0.37% No change 923 $565K
Dakota Community Bank & Trust NA 2.23% No change 923 $565K
Strategic Wealth Investment Group, LLC 0.05% Add +3442.3% 921 $564K
Vishria Bird Financial Group, LLC 0.11% Add +17.9% 920 $563K
Studio Investment Management LLC 0.11% Add +4.5% 916 $563K
Hazlett, Burt & Watson, Inc. 0.20% Add +3.5% 914 $559K
tru Independence LLC 0.14% Add +0.1% 911 $558K
von Borstel & Associates, Inc. 0.09% New 890 $557K
Strait & Sound Wealth Management LLC 0.21% Reduce -1.7% 907 $555K
Potentia Wealth 0.21% Reduce -10.1% 906 $555K
DSG Capital Advisors, LLC 0.09% No change 906 $555K
SYM FINANCIAL Corp 0.06% Reduce -31.7% 904 $554K
Burford Brothers, Inc. 0.24% Add +0.7% 903 $553K
Heck Capital Advisors, LLC 0.04% New 900 $552K
Meritage Portfolio Management 0.04% Add +0.3% 894 $548K
Mullooly Asset Management, Inc. 0.21% Add +8.8% 893 $547K
MPWM Advisory Solutions, LLC 0.32% Reduce -22.8% 892 $546K
Wealthedge Investment Advisors, LLC 0.21% Add +23.2% 891 $546K
Wayfinding Financial, LLC 0.24% Reduce -5.6% 890 $546K
Tme Financial, Inc. 0.41% Reduce -1.2% 890 $545K
Ascentis Wealth Management, LLC 0.13% Add +5.6% 888 $545K
AAF Wealth Management, LLC 0.25% No change 887 $543K
Manhattan West Asset Management, LLC 0.11% Add +104.4% 887 $543K
Telos Capital Management, Inc. 0.05% Reduce -2.2% 887 $543K
Trinity Legacy Partners, LLC 0.12% Add +14.8% 863 $541K
Claret Asset Management Corp 0.06% Reduce -3.6% 884 $541K
Stiles Financial Services Inc 0.17% No change 883 $541K
Abacus Wealth Partners, LLC 0.08% Add +18.7% 882 $540K
DKM Wealth Management, Inc. 0.43% No change 881 $540K
Insight 2811, Inc. 0.24% Add +18.4% 881 $540K
Pinnacle Financial Group, LLC / IL 0.16% New 900 $537K
ODonnell Financial Services, LLC 0.19% Add +6.8% 876 $536K
Spinnaker Investment Group, LLC 0.10% Add +40.2% 872 $534K
ETF Store, Inc. 0.57% Reduce -15.9% 871 $533K
AA Financial Advisors, LLC 0.10% Reduce -6.5% 870 $533K
Taylor Financial Group, Inc. 0.31% No change 867 $531K
Clarion Wealth Managment Partners, LLC 0.52% No change 866 $530K
Nelson Capital Management, LLC 0.06% Add +0.1% 862 $528K
Mason Investment Advisory Services, Inc. 0.03% Add +0.1% 858 $526K
KMG Fiduciary Partners, LLC 0.04% Add +3.0% 856 $524K
Lakeside Advisors, INC. 0.33% Add +14.0% 855 $524K
SpringVest Wealth Management LLC 0.38% Add +0.5% 854 $523K
JFG Wealth Management, LLC 0.10% No change 854 $523K
Buska Wealth Management, LLC 0.16% Reduce -17.3% 853 $522K
Davidson Investment Advisors 0.02% Add +5.7% 851 $521K
Cypress Financial Planning LLC 0.16% Add +1.4% 850 $521K
Master's Wealth Management Inc. 0.23% Add +0.2% 849 $520K
San Luis Wealth Advisors LLC 0.09% Add +9.7% 846 $518K
Earned Wealth Advisors, LLC 0.09% New 845 $517K
GFG Capital, LLC 0.18% Add +0.1% 841 $515K
Curtis Advisory Group, LLC 0.12% Reduce -2.2% 839 $514K
Legacy Financial Advisors, Inc. 0.07% Add +8.5% 839 $514K
Colonial River Investments, LLC 0.19% Add +0.4% 839 $514K
Colony Family Offices, LLC 0.13% Reduce -4.8% 833 $512K
Glassy Mountain Advisors, Inc. 0.15% No change 834 $511K
Osborne Partners Capital Management, LLC 0.03% Add +40.0% 833 $510K
Dagco, Inc. 0.13% Add +11.8% 832 $509K
Moseley Investment Management Inc. 0.15% Reduce -4.2% 830 $509K
Signet Investment Advisory Group, Inc. 0.24% No change 830 $508K
Princeton Capital Management LLC 0.14% Reduce -4.5% 830 $508K
West Wealth Group, LLC 0.11% Add +22.5% 827 $506K
Ceera Investments, LLC 0.16% Reduce -8.8% 825 $505K
WFA of San Diego, LLC 0.34% Reduce -9.4% 819 $502K
Aspen Capital Management, LLC 0.13% Reduce -6.4% 819 $501K
Hurlow Wealth Management Group, Inc. 0.13% Reduce -0.6% 818 $501K
Kraft, Davis & Associates, LLC 0.12% Add +15.0% 811 $501K
Three Magnolias Financial Advisors, LLC 0.31% Reduce -2.0% 818 $501K
MPS Loria Financial Planners, LLC 0.13% Add +0.4% 815 $499K
Amplius Wealth Advisors, LLC 0.04% Reduce -70.0% 814 $498K
Quantum Financial Planning Services, Inc. 0.20% Add +22.8% 813 $498K
SWAN Capital LLC 0.20% No change 812 $497K
River Street Advisors LLC 0.19% No change 812 $497K
CVFG LLC 0.36% Add +34.5% 811 $497K
Borer Denton & Associates, Inc. 0.16% Add +2.5% 811 $497K
Prestige Wealth Management Group LLC 0.10% Add +0.1% 808 $496K
Mason & Associates Inc 0.10% New 810 $496K
FinDec Wealth Services, Inc. 0.51% Reduce -2.1% 808 $495K
Allen Capital Group, LLC 0.05% Add +3.3% 807 $494K
Jamison Private Wealth Management, Inc. 0.06% No change 806 $494K
Bulwark Capital Corp 0.38% No change 806 $494K
Capula Management Ltd 0.00% New 800 $490K
Lazari Capital Management, Inc. 0.17% Reduce -6.2% 800 $490K
Alliance Wealth Advisors, LLC 0.24% Reduce -20.7% 798 $489K
Antonelli Financial Advisors, LLC 0.33% Reduce -0.6% 797 $488K
Advantage Trust Co 0.22% No change 796 $487K
Hudson Value Partners, LLC 0.15% No change 796 $487K
Berry Wealth Group, LP 1.59% Reduce -1.4% 794 $486K
Stevens Capital Partners 0.15% Add +23.1% 794 $486K
Ellsworth Advisors, LLC 0.10% New 794 $486K
Tepp RIA, LLC 0.55% No change 791 $484K
BWM Planning, LLC 0.14% Add +0.3% 791 $484K
Define Financial, LLC 0.29% Add +4.4% 788 $483K
Richmond Investment Services, LLC 0.09% Reduce -2.6% 784 $480K
Steigerwald, Gordon & Koch Inc. 0.05% No change 781 $478K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.95% Reduce -92.1% 781 $478K
Alta Wealth Advisors LLC 0.17% No change 781 $478K
Garrison Point Advisors, LLC 0.20% Add +6.9% 779 $477K
Investment Research Partners LLC 0.21% — 753 $476K
Marino, Stram & Associates LLC 0.09% Add +15.8% 777 $476K
Rollins Financial Advisors, LLC 0.07% Add +84.1% 775 $475K
Convergence Financial, LLC 0.07% No change 773 $473K
Investor's Fiduciary Advisor Network, LLC 0.16% Add +38.3% 773 $473K
Interchange Capital Partners, LLC 0.09% No change 769 $471K
Empirical Asset Management, LLC 0.13% Add +1218.8% 9,258 $470K
Willis Investment Counsel 0.03% Add +97.2% 767 $470K
Next Level Private LLC 0.14% Reduce -0.3% 760 $469K
Avalon Capital Management 0.11% Reduce -0.9% 761 $466K
Fagan Associates, Inc. 0.06% Add +12.3% 760 $466K
Schmidt P J Investment Management Inc. 0.08% Reduce -10.8% 759 $465K
Coordinated Financial Services, Inc. 0.30% New 758 $464K
Gilman Hill Asset Management, LLC 0.07% Reduce -51.0% 758 $464K
Virtus Family Office LLC 0.43% New 754 $463K
TrueWealth Advisors, LLC 0.12% No change 753 $461K
Veracity Capital LLC 0.15% No change 753 $461K
North Berkeley Wealth Management, LLC 0.36% New 751 $460K
Callahan Advisors, LLC 0.04% Add +0.1% 750 $459K
Mustico Financial Group, Inc. 0.46% No change 743 $457K
Kure Advisory, LLC 0.28% Reduce -3.5% 746 $457K
Archford Capital Strategies, LLC 0.05% Reduce -8.7% 746 $457K
SC&H Financial Advisors, Inc. 0.07% Reduce -2.4% 745 $456K
Sloy Dahl & Holst, LLC 0.05% Add +6.4% 745 $456K
Encompass More Asset Management 0.09% Add +13.9% 744 $456K
Woodward Diversified Capital, LLC 0.21% Add +1.4% 741 $454K
Gables Capital Management Inc. 0.19% No change 740 $453K
Cadence Wealth Management LLC 0.24% New 738 $452K
One Wealth Advisors, LLC 0.06% Add +18.3% 738 $452K
Cape Investment Advisory, Inc. 0.44% Reduce -42.1% 737 $451K
Seros Financial, LLC 0.27% Reduce -10.1% 736 $451K
Uptown Financial Advisors LLC 0.40% Reduce -1.9% 734 $449K
NovaPoint Capital, LLC 0.11% New 733 $449K
Shepherd Financial Partners LLC 0.04% No change 731 $448K
Suncoast Equity Management 0.04% Add +0.7% 728 $446K
Balanced Wealth Group LLC 0.20% Reduce -0.3% 785 $446K
Dash Acquisitions Inc. 0.09% Add +2.6% 703 $444K
Adell Harriman & Carpenter Inc. 0.03% Reduce -62.6% 725 $444K
Vawter Financial, Ltd. 0.20% New 725 $444K
Cyr Financial Inc. 0.30% Add +0.7% 723 $443K
Verde Capital Management 0.10% Add +23.2% 723 $443K
Pines Wealth Management, LLC 0.15% Reduce -1.9% 722 $442K
McIlrath & Eck, LLC 0.05% Add +21.1% 722 $442K
ProVise Management Group, LLC 0.03% Reduce -16.6% 722 $442K
Mayfair Advisory Group, LLC 0.19% Add +2.3% 721 $442K
Novus Advisors, LLC 1.01% Reduce -44.0% 719 $440K
City Holding Co. 0.06% No change 714 $437K
Wrenne Financial Planning LLC 0.19% Add +1.3% 710 $435K
MFA Wealth Services 0.30% Add +0.4% 710 $434K
Boyum Wealth Architects LLC 0.27% Reduce -1.9% 707 $433K
Meadow Creek Wealth Advisors LLC 0.29% No change 713 $433K
Oak Family Advisors, LLC 0.14% Add +6.0% 705 $432K
Lee Danner & Bass Inc. 0.03% Add +77.1% 705 $432K
Robinswood Financial LLC 0.14% Add +6.7% 704 $431K
Nabity-Jensen Investment Management Inc 0.30% Add +0.1% 704 $431K
Newport Capital Group, LLC 0.27% Reduce -0.4% 699 $431K
Bright Financial Advisors, Inc. 0.21% No change 704 $431K
Beacon Bank & Trust 0.09% New 704 $431K
Strategic Financial Planning, Inc. 0.25% No change 700 $429K
Lauterbach Financial Advisors, LLC 0.21% Add +32.5% 698 $428K
Patten Group, Inc. 0.08% Reduce -7.1% 698 $427K
Financial Life Planners 0.29% Add +0.1% 697 $427K
Ballew Advisors, Inc 0.24% Add +18.6% 702 $427K
IVC Wealth Advisors LLC 0.19% New 695 $426K
Shared Vision Wealth Group LLC 0.18% No change 693 $425K
Kellett Wealth Advisors, LLC 0.26% Add +8.6% 694 $425K
Guardian Wealth Advisors, LLC 0.24% Reduce -10.4% 694 $425K
Nautilus Advisors LLC 0.29% Add +2.7% 693 $425K
Inlet Private Wealth, LLC 0.10% Add +3.0% 692 $424K
Bellwether Advisors, LLC 0.07% Add +0.1% 689 $422K
Invested Advisors 0.61% — 778 $422K
RFP Financial Group LLC 0.17% New 779 $422K
Paragon Advisors, LLC 0.11% Reduce -1.6% 688 $421K
Kingstone Capital Partners Texas, LLC 0.24% Add +0.3% 686 $420K
Marietta Investment Partners LLC 0.08% Reduce -75.0% 685 $419K
Hidden Cove Wealth Management, LLC 0.28% Add +23.2% 685 $419K
Ashford Advisors, LLC 0.09% Reduce -89.1% 682 $419K
Harpswell Capital Advisors, LLC 0.40% — 683 $418K
RFG - Bristol Wealth Advisors, LLC 0.12% Add +0.1% 683 $418K
Riverview Capital Advisers, LLC 0.12% New 681 $417K
Samalin Investment Counsel, LLC 0.14% Reduce -21.8% 681 $417K
New Insight Wealth Advisors 0.16% Reduce -3.5% 679 $416K
Kimelman & Baird, LLC 0.03% Reduce -0.3% 679 $416K
Iron Gate Global Advisors LLC 0.04% Add +1.0% 678 $415K
Merkkuri Wealth Advisors LLC 0.30% Add +4.6% 676 $414K
Blue Barn Wealth, LLC 0.18% New 675 $413K
Butensky & Cohen Financial Security, Inc. 0.12% Add +5.5% 674 $413K
Carret Asset Management, LLC 0.04% Reduce -8.3% 674 $413K
Tandem Capital Management Corp. 0.19% No change 673 $412K
Nalls Sherbakoff Group, LLC 0.28% Reduce -8.0% 672 $412K
Alaska Wealth Advisors, LLC 0.05% New 668 $409K
Lincoln Capital LLC 0.08% Add +6.8% 664 $409K
Buckhead Capital Management LLC 0.15% Add +0.3% 668 $409K
MilWealth Group LLC 0.10% No change 667 $408K
Solstein Capital, LLC 0.19% Add +10.6% 667 $408K
Parkshore Wealth Management, Inc. 0.17% Reduce -40.1% 667 $408K
Man Group plc 0.00% Reduce -75.2% 666 $408K
Camelot Technology Advisors, Inc. 0.33% No change 662 $405K
17 Capital Partners, LLC 0.22% Reduce -6.9% 662 $405K
Drake & Associates, LLC 0.08% Reduce -24.6% 648 $404K
Cornerstone Wealth Advisors, Inc. 0.10% No change 658 $403K
RDA Financial Network 0.10% Reduce -17.3% 657 $402K
Granite Bay Wealth Management, LLC 0.10% Reduce -16.9% 656 $402K
Robbins Farley 0.17% Reduce -5.9% 654 $400K
Essential Partners LLC 0.13% Add +1.7% 654 $400K
Graham Capital Wealth Management, LLC 0.41% Add +5.7% 654 $400K
Cim, LLC 0.05% Reduce -0.5% 653 $400K
Dodge & Cox 0.00% Reduce -45.8% 650 $398K
High Note Wealth, LLC 0.08% No change 650 $398K
True Link Financial Advisors, LLC 0.03% Add +11.1% 650 $398K
Live Oak Investment Partners 0.26% No change 649 $397K
Bigelow Investment Advisors, LLC 0.16% Reduce -7.4% 649 $397K
Morton Community Bank 0.09% Add +20.8% 632 $396K
Parvin Asset Management, LLC 0.35% New 647 $396K
Nestegg Advisors, Inc. 0.35% Add +0.2% 643 $394K
Chaney Capital Management, Inc. 0.14% No change 641 $393K
Brady Martz Wealth Solutions, LLC 0.07% New 641 $393K
Warburton Capital Management, LLC 0.24% Add +65.7% 638 $391K
Pineridge Advisors LLC 0.11% Reduce -16.7% 638 $391K
Symphony Financial, Ltd. Co. 0.05% Reduce -63.0% 640 $391K
Mirador Capital Partners LP 0.06% Reduce -1.6% 637 $390K
Taylor & Morgan Wealth Management, LLC 0.24% Add +1.1% 637 $390K
one8zero8, LLC 0.08% No change 637 $390K
Seneschal Advisors, LLC 0.28% New 637 $390K
Brian Low Financial Group, LLC 0.30% Add +38.6% 636 $390K
Investors Research Corp 0.07% Reduce -21.4% 634 $388K
Pioneer Wealth Management Group 0.13% Add +1.1% 634 $388K
JGP Wealth Management, LLC 0.04% Add +1.3% 630 $388K
Riverbend Wealth Management, LLC 0.27% Add +11.7% 632 $387K
Klein Pavlis & Peasley Financial, Inc. 0.24% New 632 $387K
Ayrshire Capital Management LLC 0.18% No change 631 $386K
Lafayette Investments, Inc. 0.07% No change 630 $386K
Paragon Capital Management Ltd 0.07% No change 628 $385K
Motco 0.04% Add +81.5% 628 $385K
Legacy Capital Group California, Inc. 0.10% Add +1.6% 627 $384K
Copley Financial Group, Inc. 0.26% Add +36.6% 623 $382K
Kilter Group LLC 0.18% No change 623 $382K
M1 Capital Management LLC 0.16% Add +0.2% 623 $382K
Pacifica Partners Inc. 0.14% Reduce -1.1% 619 $380K
IronBridge Private Wealth, LLC 0.12% Add +6.0% 621 $380K
Willner & Heller, LLC 0.29% Reduce -4.3% 620 $379K
Spirit of America Management Corp. 0.08% Reduce -1.1% 617 $379K
KRS Capital Management, LLC 0.23% No change 618 $379K
James J. Burns & Company, LLC 0.06% Add +2.5% 617 $378K
Clare Market Investments LLC 0.08% New 615 $377K
Nvwm, LLC 0.08% Reduce -1.6% 614 $376K
Lunt Capital Management, Inc. 0.14% Add +8.5% 612 $375K
W Advisors, LLC 0.20% New 611 $374K
Sound Stewardship, LLC 0.18% Reduce -0.3% 610 $373K
Prentice Wealth Management LLC 0.09% Add +3.4% 609 $373K
Bannerman Wealth Management Group, LLC 0.27% Reduce -5.4% 608 $372K
Seaside Wealth Management, Inc. 0.11% No change 607 $372K
Rosenberg Matthew Hamilton 0.08% Reduce -13.4% 607 $372K
Overbrook Management Corp 0.07% Add +3.6% 604 $370K
Two West Capital Advisors LLC 0.22% No change 594 $370K
Covenant Asset Management, LLC 0.07% Add +4.9% 602 $369K
Benin Management CORP 0.09% No change 600 $367K
Bond & Devick Financial Network, Inc. 0.11% Add +12.0% 599 $367K
Successful Portfolios LLC 0.21% Reduce -6.1% 599 $367K
Nvest Financial, LLC 0.21% New 597 $366K
Blume Capital Management, Inc. 0.07% Add +5.3% 595 $364K
Mycio Wealth Partners, LLC 0.08% Add +0.3% 593 $363K
Tobias Financial Advisors, Inc. 0.06% Add +9.2% 593 $363K
Grant Private Wealth Management Inc 0.22% New 592 $362K
Investment Partners Asset Management, Inc. 0.24% Reduce -0.8% 588 $360K
Cornerstone Enterprises, LLC 0.18% Add +26.3% 586 $359K
LWM Advisory Services, LLC 0.21% No change 587 $359K
Lebenthal Global Advisors, LLC 0.06% Reduce -13.0% 587 $359K
LGT Financial Advisors LLC 0.77% Reduce -0.2% 586 $359K
Gen-Wealth Partners Inc 0.12% Add +13.8% 586 $359K
Silver Oak Wealth Advisors Services, LLC 0.23% Reduce -4.4% 582 $357K
Foronjy Financial LLC 0.16% Add +0.3% 582 $356K
Colorado Capital Management, Inc. 0.14% Add +0.7% 581 $356K
Financial Symmetry Inc 0.16% New 581 $356K
Arbor Trust Wealth Advisors, LLC 0.16% Reduce -2.9% 579 $355K
LVM Capital Management Ltd. 0.03% No change 578 $354K
Leading Edge Financial Planning LLC 0.09% No change 578 $354K
Jacobson & Schmitt Advisors, LLC 0.06% New 578 $354K
ABLE Financial Group, LLC 0.08% No change 576 $353K
Westchester Capital Management, Inc. 0.08% No change 576 $353K
Winebrenner Capital Management LLC 0.25% Add +22.9% 575 $352K
Nova R Wealth, Inc. 0.15% Add +50.9% 575 $352K
M. Kulyk & Associates, LLC 0.07% Add +1.2% 574 $351K
Owen LaRue, LLC 0.14% Reduce -7.9% 573 $351K
Swisher Financial Concepts, Inc. 0.21% Add +10.4% 573 $351K
Ironwood Wealth Management, LLC. 0.12% Add +9.6% 572 $351K
Connors Investor Services Inc. 0.03% No change 572 $350K
Forefront Wealth Management Inc. 0.26% No change 570 $349K
Peck Wealth Management, LLC 0.33% — 569 $348K
Ehrlich Financial Group 0.21% Add +9.9% 568 $348K
Transcendent Capital Group LLC 0.16% Add +36.0% 567 $347K
Schnieders Capital Management, Llc. 0.06% — 567 $347K
Guardian Partners Inc. 0.03% Add +13.0% 565 $347K
Moran Wealth Management, LLC 0.01% New 567 $347K
OMNI 360 Wealth, Inc. 0.19% No change 567 $347K
Conservest Capital Advisors, Inc. 0.03% Reduce -10.4% 566 $347K
Walker Financial Services, Inc. 0.13% Add +3.9% 565 $346K
Altfest L J & Co. Inc. 0.04% Reduce -56.6% 562 $344K
Piscataqua Savings Bank 0.27% Reduce -8.2% 562 $344K
L. Roy Papp & Associates, LLP 0.04% Add +3.7% 561 $344K
Redmond Asset Management, LLC 0.08% No change 559 $342K
Knights of Columbus Asset Advisors LLC 0.02% Add +15.3% 558 $342K
Cypress Capital, LLC 0.10% Add +2.4% 558 $341K
United Asset Strategies, Inc. 0.03% Reduce -11.0% 557 $341K
Hager Investment Management Services, LLC 0.18% No change 556 $340K
Winch Advisory Services, LLC 0.08% Add +0.2% 555 $340K
Accordant Advisory Group Inc 0.23% No change 555 $340K
Seelaus Asset Management LLC 0.27% Add +0.4% 555 $340K
Rockport Wealth LLC 0.07% New 553 $339K
Darwin Wealth Management, LLC 0.11% Add +0.2% 552 $338K
Dynamic Financial Group 0.29% Reduce -0.7% 552 $338K
Legacy Financial Group, Inc. 0.09% Reduce -5.3% 552 $338K
Wells Trecaso Financial Group, LLC 0.16% Reduce -53.1% 550 $337K
Bellevue Asset Management, LLC 0.15% Add +32.1% 547 $335K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -51.3% 546 $335K
Windsor Capital Management, LLC 0.09% Add +15.4% 547 $335K
Hobbs Group Advisors, LLC 0.10% Reduce -0.4% 547 $335K
Clear Harbor Asset Management, LLC 0.02% Add +2.1% 546 $335K
jvl associates llc 0.11% Add +0.4% 546 $334K
Semus Wealth Partners LLC 0.19% Reduce -12.2% 546 $334K
Boulder Wealth Advisors, LLC 0.15% — 544 $333K
Cutler Investment Counsel LLC 0.03% Add +23.7% 542 $333K
West Branch Capital LLC 0.09% No change 542 $332K
Impact Partnership Wealth, LLC 0.05% New 542 $332K
Carolina Wealth Advisors, LLC 0.14% Add +5.5% 541 $331K
Roof Eidam Maycock Peralta, LLC 0.08% No change 540 $331K
Napa Wealth Management 0.15% Add +1.1% 540 $331K
IMS Capital Management 0.15% No change 539 $330K
Moller Wealth Partners 0.07% No change 538 $329K
Morse Asset Management, Inc 0.07% Reduce -0.2% 537 $329K
Opal Wealth Advisors, LLC 0.09% Add +10.3% 536 $328K
Drystone LLC 0.29% Reduce -7.0% 535 $328K
Private Capital Advisors, Inc. 0.04% No change 535 $328K
Sweeney & Michel, LLC 0.11% Reduce -0.7% 545 $327K
Atlantic Private Wealth, LLC 0.21% No change 534 $327K
Vermillion & White Wealth Management Group, LLC 0.19% Add +0.2% 533 $326K
Novak & Powell Financial Services, Inc. 0.17% No change 532 $326K
Maltin Wealth Management, Inc. 0.14% Add +23.4% 532 $326K
Fourth Dimension Wealth, LLC 0.12% No change 530 $325K
Patton Fund Management, Inc. 0.06% No change 530 $325K
Cushing Capital Partners, LLC 0.25% Add +0.2% 528 $324K
Crowley Wealth Management, Inc. 0.26% Add +57.9% 529 $324K
Sincerus Advisory, LLC 0.28% Reduce -14.8% 528 $323K
Emergent Wealth Advisors, LLC 0.19% No change 528 $323K
Chancellor Financial Group WB LP 0.23% Add +0.8% 527 $323K
Rogco, LP 0.11% Add +0.6% 525 $322K
Goepper Burkhardt LLC 0.11% Add +6.1% 525 $322K
Penobscot Investment Management Company, Inc. 0.02% No change 520 $319K
PMG Wealth Management, Inc. 0.24% Add +13.5% 521 $318K
Higgins & Schmidt Wealth Strategies LLC 0.16% Reduce -4.8% 519 $318K
Aspiring Ventures, LLC 0.12% No change 519 $318K
Stewardship Advisors, LLC 0.08% Reduce -3.2% 519 $318K
Aurdan Capital Management, LLC 0.10% Add +8.3% 519 $318K
Parkside Investments, LLC 0.04% New 516 $316K
Palo Alto Wealth Advisors, LLC 0.09% Add +5.7% 503 $316K
Hummer Financial Advisory Services Inc 0.23% No change 513 $315K
Droms Strauss Advisors Inc. /Mo/ 0.09% Reduce -1.4% 513 $314K
Hofer & Associates. Inc 0.18% Add +1.8% 513 $314K
Prudent Man Investment Management, Inc. 0.17% No change 582 $314K
Clarity Financial LLC 0.03% Reduce -1.2% 511 $313K
Presidio Capital Management, LLC 0.11% New 511 $313K
Grove Street Fiduciary, LLC 0.15% Reduce -7.8% 510 $313K
Pacific Wealth Management 0.16% Reduce -1.9% 510 $312K
McDonough Capital Management, Inc 0.16% New 510 $312K
Laraway Financial Advisors Inc 0.21% Add +0.2% 510 $312K
Norden Group LLC 0.03% Add +1.6% 509 $312K
Private Wealth Management Group, LLC 0.09% Reduce -9.4% 509 $312K
White Knight Strategic Wealth Advisors, LLC 0.25% No change 509 $312K
Quantum Portfolio Management LLC 0.09% New 508 $311K
Joule Financial, LLC 0.09% No change 506 $311K
Prodigy Asset Management LLC 0.14% No change 506 $310K
Pinnacle Wealth Management Group, Inc. 0.16% No change 506 $310K
Littlejohn Financial Services, Inc. 0.23% New 506 $310K
Westwood Wealth Management 0.11% Reduce -4.2% 506 $310K
Stuart Chaussee & Associates, Inc. 0.07% No change 505 $309K
GW&K Investment Management, LLC 0.00% Reduce -49.8% 504 $309K
Waycross Investment Management Co 0.31% No change 503 $308K
Arq Wealth Advisors, LLC 0.09% Reduce -26.9% 500 $307K
Hennion & Walsh Asset Management, Inc. 0.01% New 501 $307K
East Coast Asset Management, LLC. 0.10% No change 500 $306K
POM Investment Strategies, LLC 0.17% Add +12350.0% 498 $305K
American Financial Advisors, LLC 0.04% Add +0.8% 498 $305K
Paulson Wealth Management Inc. 0.07% Reduce -10.8% 498 $305K
MB Generational Wealth, LLC 0.19% — 495 $303K
Caitlin John, LLC 0.21% Add +0.2% 495 $303K
Fairfield, Bush & Co. 0.16% Reduce -1.2% 494 $303K
Guidance Capital, Inc. 0.08% Reduce -28.3% 485 $302K
Pacific Financial Group Inc. 0.22% Reduce -3.5% 492 $301K
BlueSky Wealth Advisors, LLC 0.04% New 491 $301K
Westside Investment Management, Inc. 0.05% Reduce -5.8% 489 $299K
Oxinas Partners, LLC 0.16% Reduce -3.4% 488 $299K
Bay Capital Advisors, LLC 0.19% Add +3.8% 487 $299K
Sterling Investment Counsel, LLC 0.10% Reduce -35.8% 487 $298K
1832 Asset Management L.P. 0.00% No change 487 $298K
Cascade Wealth Advisors, Inc 0.15% New 475 $298K
Hemenway Trust Co LLC 0.02% No change 485 $297K
Beese Fulmer Investment Management, Inc. 0.02% Add +11.8% 485 $297K
Fusion Capital, LLC 0.09% New 473 $297K
McNamara Financial Services, Inc. 0.06% No change 484 $296K
Measured Wealth Private Client Group, LLC 0.08% Reduce -27.5% 482 $295K
Curio Wealth, LLC 0.12% No change 482 $295K
Northwest Quadrant Wealth Management, LLC 0.06% New 482 $295K
Evensky & Katz LLC 0.02% Reduce -29.5% 482 $295K
Rodgers & Associates, LTD 0.03% No change 481 $295K
Paradigm Capital Management, LLC 0.29% New 480 $294K
Delta Financial Advisors LLC 0.08% New 479 $293K
Tanglewood Legacy Advisors, LLC 0.11% No change 478 $293K
Scientech Research LLC 0.10% New 478 $293K
Capital Counsel LLC 0.01% Reduce -2.0% 478 $293K
BKM Wealth Management, LLC 0.11% New 476 $291K
O'ROURKE & COMPANY, Inc 0.12% Add +0.2% 476 $291K
Stolper Co 0.09% No change 476 $291K
Golden Bell Financial Planning LLC 0.25% New 475 $291K
CNB Bank 0.12% Add +189.6% 475 $291K
United Bank 0.10% Add +1.9% 474 $290K
Centerpoint Advisors, LLC 0.09% No change 473 $290K
Strategic Equity Management 0.11% Reduce -1.7% 473 $290K
Encompass Wealth Advisors, LLC 0.10% New 472 $289K
Divergent Planning, LLC 0.08% No change 469 $289K
Blue Fin Capital, Inc. 0.05% New 471 $288K
Hilltop Wealth Advisors, LLC 0.15% No change 471 $288K
Client First Investment Management LLC 0.15% New 468 $287K
Cornerstone Advisors Asset Management, LLC 0.05% New 468 $287K
Meritas Wealth Management, LLC 0.14% Reduce -6.8% 466 $286K
Whipplewood Advisors, LLC 0.19% Reduce -1.7% 466 $285K
Highland Financial Advisors, LLC 0.08% New 464 $284K
Wealthspan Partners, LLC 0.11% No change 463 $284K
Platt Investment Counsel, LLC 0.22% Add +5.0% 463 $284K
Fluent Financial, LLC 0.11% No change 463 $284K
RIA Advisory Group LLC 0.07% Add +6.5% 461 $282K
Riverstone Advisors, LLC 0.14% No change 460 $282K
ARK & TLK Investments, LLC 0.09% Add +11.7% 459 $281K
Waterford Advisors, LLC 0.10% Reduce -36.4% 459 $281K
Centennial Wealth Advisory LLC 0.08% Add +3.1% 459 $281K
North Ridge Wealth Advisors, Inc. 0.16% New 458 $280K
Canandaigua National Trust Co of Florida 0.22% Reduce -28.3% 458 $280K
Core Wealth Management, Inc. 0.09% New 457 $280K
Atlas Brown,Inc. 0.08% No change 457 $280K
Outlook Wealth Advisors, LLC 0.07% No change 451 $276K
KKM Financial LLC 0.09% Reduce -88.1% 451 $276K
M. Kraus & Co 0.08% No change 450 $276K
Total Wealth Planning, LLC 0.03% New 449 $275K
Tenret Co LLC 0.14% No change 449 $275K
Ramirez Asset Management, Inc. 0.04% No change 448 $274K
Montis Financial, LLC 0.06% Reduce -72.0% 447 $274K
SWP Financial LLC 0.14% Add +22.5% 447 $274K
Nia Impact Advisors, LLC 0.09% Add +4.0% 447 $274K
Financial Gravity Asset Management, Inc. 0.05% — 446 $273K
MRWM Advisors, LLC 0.16% No change 445 $273K
Fortem Financial Group, LLC 0.08% Reduce -4.7% 444 $272K
Evelyn Partners Investment Management Services Ltd 0.04% Reduce -32.7% 444 $272K
Abner Herrman & Brock LLC 0.03% New 443 $271K
Clarendon Private LLC 0.25% Add +1.1% 442 $270K
Commonwealth Financial Services, LLC 0.05% Add +24.9% 441 $270K
MinichMacGregor Wealth Management, LLC 0.05% New 440 $269K
Access Financial Services, Inc. 0.10% New 440 $269K
ESL Trust Services, LLC 0.05% Reduce -9.7% 439 $269K
Planning Center, Inc. 0.03% Reduce -1.1% 438 $268K
Hutchinson Financial Advisors, INC 0.26% Reduce -2.3% 435 $266K
Scott & Selber, Inc. 0.07% Add +0.2% 434 $266K
Ballast, Inc. 0.06% No change 434 $266K
DDD Partners, LLC 0.02% Reduce -22.2% 434 $266K
Leeward Financial Partners, LLC 0.08% Reduce -29.2% 434 $266K
Team Hewins, LLC 0.09% Reduce -3.4% 432 $265K
Avant Capital LLC 0.19% Reduce -1.1% 433 $265K
Seneca House Advisors 0.11% Reduce -12.0% 432 $265K
Bayshore Asset Management, LLC 0.11% No change 432 $265K
Vertex Planning Partners, LLC 0.05% Add +0.5% 431 $264K
James Reed Financial Services, Inc. 0.24% No change 430 $263K
Mid-American Wealth Advisory Group, Inc. 0.12% New 430 $263K
Financial Alternatives, Inc 0.16% Reduce -2.7% 429 $263K
Cosner Financial Group, LLC 0.14% New 428 $262K
Benson Investment Management Company, Inc. 0.09% Add +4.9% 428 $262K
Wealth Preservation Advisors, LLC 0.15% Add +1.4% 428 $262K
New World Advisors LLC 0.05% New 426 $261K
Waterway Wealth Management, LLC 0.06% Add +0.2% 426 $261K
Stephenson & Company, Inc. 0.15% New 426 $261K
Security National Bank of So Dak 0.13% New 425 $260K
Seaview Investment Managers LLC 0.10% Reduce -42.4% 423 $259K
S&co Inc. 0.02% No change 423 $259K
Traub Capital Management LLC 0.26% Add +16.6% 422 $259K
WPWealth LLP 0.04% Add +1.2% 421 $258K
Bravias Capital Group, LLC 0.17% Reduce -8.5% 419 $257K
LVZ, Inc. 0.03% Add +9.7% 419 $257K
Greater Midwest Financial Group, LLC 0.17% No change 418 $256K
Gratus Wealth Advisors, LLC 0.04% No change 418 $256K
Gilliland Jeter Wealth Management LLC 0.08% Reduce -10.7% 418 $256K
Security National Bank of Sioux City Iowa 0.17% Reduce -1.6% 417 $255K
Powell Investment Advisors, LLC 0.09% Add +1.5% 416 $255K
Sicart Associates LLC 0.07% Reduce -5.7% 416 $255K
Capital Insight Partners, LLC 0.04% Reduce -1.7% 415 $254K
Riggs Asset Managment Co. Inc. 0.06% Add +0.5% 415 $254K
Flagship Private Wealth, LLC 0.10% Add +0.2% 414 $254K
Aire Advisors, LLC 0.05% Add +0.2% 414 $253K
Silver Oak Advisory Group, Inc. 0.11% No change 413 $253K
Financial Guidance Group, Inc. 0.11% No change 413 $253K
Samlyn Capital, LLC 0.00% Reduce -1.9% 413 $253K
Northside Capital Management, LLC 0.02% No change 412 $253K
SevenBridge Financial Group, LLC 0.04% Add +4.7% 400 $251K
Great Waters Wealth Management 0.03% Add +6.5% 410 $251K
Affinity Wealth Management LLC 0.04% Add +9.3% 410 $251K
Banque Cantonale Vaudoise 0.01% Reduce -2.6% 410 $251K
Poinciana Advisors Group, LLC 0.21% Reduce -29.7% 410 $251K
Seneca Financial Advisors LLC 0.08% Add +0.2% 410 $251K
Two Sigma Securities, LLC 0.04% Reduce -25.9% 409 $250K
Twelve Points Wealth Management LLC 0.06% Reduce -2.6% 407 $249K
PUREfi Wealth, LLC 0.19% No change 407 $249K
Searle & Co. 0.07% No change 405 $248K
Brown Miller Wealth Management, LLC 0.07% No change 404 $247K
Altus Wealth Group LLC 0.10% New 404 $247K
BankPlus Trust Department 0.07% No change 404 $247K
Orleans Capital Management Corp. 0.16% Reduce -42.7% 403 $247K
Tempus Wealth Planning, LLC 0.06% Reduce -0.5% 403 $247K
Birchcreek Wealth Management, LLC 0.13% Add +1.8% 401 $246K
Wells Financial Advisors INC 0.33% No change 400 $245K
General Partner, Inc. 0.13% No change 400 $245K
Harvest Investment Services, LLC 0.05% Reduce -69.8% 399 $245K
Meadowbrook Wealth Management, LLC 0.25% — 398 $244K
Hobart Private Capital, LLC 0.05% No change 398 $244K
David J Yvars Group 0.13% No change 397 $243K
Goldstein Advisors, LLC 0.03% New 397 $243K
RMR Capital Management, LLC 0.17% No change 395 $242K
Hunter Associates Investment Management LLC 0.03% No change 394 $242K
Salus Financial Advisors, LLC 0.15% No change 395 $242K
Planwiser Financial, LLC 0.19% Reduce -1.0% 384 $241K
Financial Security Advisor, Inc. 0.05% No change 392 $241K
Old Port Advisors 0.06% Reduce -1.3% 391 $239K
Satovsky Asset Management LLC 0.05% Add +7.4% 390 $239K
Voisard Asset Management Group, Inc. 0.06% Reduce -1.3% 390 $239K
Vaughan David Investments LLC 0.01% New 391 $239K
Tucker Asset Management LLC 0.07% Add +14.4% 389 $238K
Fogel Capital Management, Inc. 0.11% Reduce -2.0% 388 $238K
ONE Advisory Partners, LLC 0.07% Reduce -13.0% 387 $236K
Abbot Financial Management, Inc. 0.10% Reduce -11.5% 385 $236K
Greenup Street Wealth Management LLC 0.04% Add +1.3% 383 $235K
Signature Wealth Management Partners, LLC 0.12% No change 381 $233K
Resurgent Financial Advisors LLC 0.11% Reduce -5.9% 380 $233K
Seven Post Investment Office LP 0.08% No change 380 $233K
Financial Partners Group, Inc 0.03% New 380 $233K
Spectrum Financial Alliance Ltd LLC 0.06% Reduce -19.2% 379 $232K
S.E.E.D. Planning Group LLC 0.07% New 378 $231K
Redwood Financial Network Corp 0.15% Reduce -4.8% 377 $231K
Carr Financial Group Corp 0.06% No change 377 $231K
Paces Ferry Wealth Advisors, LLC 0.10% Reduce -7.4% 377 $231K
Capital Investment Counsel, LLC 0.03% New 376 $230K
Avaii Wealth Management, LLC 0.09% Add +1.4% 376 $230K
Gallagher Capital Advisors, LLC 0.13% New 365 $229K
Opinicus Capital, Inc. 0.16% New 372 $228K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 371 $227K
Rockline Wealth Management, LLC 0.05% Add +0.5% 371 $227K
Courage Miller Partners, LLC 0.07% Add +3.9% 370 $227K
Randolph Co Inc 0.02% No change 368 $225K
Aldebaran Financial Inc. 0.23% New 368 $225K
Arvest Bank Trust Division 0.01% No change 366 $224K
Ellenbecker Investment Group 0.03% Reduce -5.7% 365 $224K
PMV Capital Advisers, LLC 0.43% New 365 $224K
Marathon Capital Management 0.05% Reduce -15.1% 365 $224K
Banque Transatlantique SA 0.01% No change 365 $224K
Moneywise, Inc. 0.10% Add +2.5% 365 $223K
Knuff & Co LLC 0.06% No change 363 $222K
Aureus Asset Management, LLC 0.01% Add +2.3% 362 $221K
Fca Corp. 0.06% New 361 $221K
Transatlantique Private Wealth LLC 0.07% Reduce -50.4% 360 $220K
Hiley Hunt Wealth Management 0.10% Reduce -15.3% 360 $220K
Private Management Group Inc. 0.01% Reduce -13.7% 359 $220K
ZEGA Investments, LLC 0.05% Reduce -20.4% 359 $220K
Live Oak Private Wealth LLC 0.03% Reduce -14.3% 358 $219K
LWM Advisors Inc. 0.20% Reduce -10.9% 358 $219K
Copia Wealth Management 0.16% Reduce -3.0% 357 $219K
Bridge Creek Capital Management LLC 0.06% New 357 $218K
Your Advocates Ltd., LLP 0.07% Add +158.7% 357 $218K
Sonoma Private Wealth LLC 0.26% New 355 $217K
Compass Financial Group, Inc. 0.10% No change 355 $217K
SKY-Mountain Capital Management, Inc. 0.15% New 354 $217K
Continental Investors Services, Inc. 0.32% New 354 $216K
Grant Street Asset Management, Inc. 0.05% Reduce -4.6% 353 $216K
Everpar Advisors LLC 0.09% New 352 $215K
Allodium Investment Consultants, LLC 0.12% Reduce -3.0% 352 $215K
Reynders McVeigh Capital Management, LLC 0.01% New 351 $215K
Portfolio Strategies, Inc. 0.03% New 351 $215K
M Wealth Management, LLC 0.19% New 350 $214K
Archer Investment Management, LLC 0.13% Reduce -12.1% 350 $214K
Proactive Wealth Strategies LLC 0.09% New 348 $213K
Windsor Advisory Group, LLC 0.19% Add +11433.3% 346 $212K
Buck Wealth Strategies, LLC 0.03% New 345 $211K
Trexquant Investment LP 0.00% Reduce -37.8% 345 $211K
Norris Perne & French LLP 0.01% New 345 $211K
Gerber, LLC 0.13% New 344 $211K
SJS Investment Consulting Inc. 0.03% Add +1276.0% 344 $211K
Provident Wealth Management, LLC 0.06% No change 343 $210K
Westbourne Investment Advisors, Inc. 0.06% New 341 $209K
VeraBank, N.A. 0.04% New 340 $208K
Beaton Management Co. Inc. 0.09% New 340 $208K
Natural Investments, LLC 0.05% New 633 $207K
Triune Financial Partners, LLC 0.05% New 338 $207K
Patrick M Sweeney & Associates, Inc. 0.13% New 337 $206K
WealthTrust Asset Management, LLC 0.14% New 336 $206K
Mindset Wealth Management, LLC 0.06% New 336 $206K
Armstrong Henry H Associates Inc. 0.02% New 336 $206K
NBZ Investment Advisors LLC 0.11% New 333 $204K
Disciplined Investments, LLC 0.08% New 332 $204K
Cedar Point Capital Partners, LLC 0.13% New 332 $203K
Simmons Bank 0.01% Reduce -40.0% 332 $203K
KW Wealth Management LLC 0.35% — 331 $203K
Delta Investment Management, LLC 0.04% New 331 $203K
Tiemann Investment Advisors, LLC 0.08% Reduce -28.2% 331 $203K
Journey Advisory Group, LLC 0.01% New 330 $202K
Koa Wealth Management, LLC 0.15% New 329 $202K
Lewis Asset Management, LLC 0.08% New 328 $201K
Aspect Partners, LLC 0.09% No change 328 $201K
Old Mission Investment Co LLC 0.05% New 327 $201K
Elyxium Wealth, LLC 0.07% New 328 $201K
Mason & Associates, LLC 0.05% No change 353 $201K
Field & Main Bank 0.06% No change 322 $197K
Wagner Wealth Management, LLC 0.05% No change 317 $194K
Pin Oak Investment Advisors Inc. 0.14% No change 311 $191K
Inlight Wealth Management, LLC 0.09% Add +14.0% 309 $189K
Register Financial Advisors LLC 0.07% Add +3.0% 306 $187K
Alexis Investment Partners, LLC 0.02% New 302 $185K
Kings Path Partners LLC 0.07% Add +4.5% 301 $184K
Elevation Wealth Partners, LLC 0.07% Add +10.7% 300 $184K
Avalon Trust Co 0.01% Add +20.4% 295 $181K
Optimum Investment Advisors 0.07% No change 295 $181K
Keener Financial Planning LLC 0.08% Reduce -49.5% 294 $180K
Roxbury Financial LLC 0.16% Add +0.3% 291 $178K
Clayton Financial Group LLC 0.13% New 283 $173K
American National Bank & Trust 0.02% Add +1.1% 280 $171K
2UniFi Bank 0.09% No change 279 $171K
Davis Capital Management 0.11% — 263 $161K
Frisco Financial Planning LLC 0.13% Add +8.9% 257 $158K
AllSquare Wealth Management LLC 0.08% No change 256 $157K
IFS Advisors, LLC 0.09% Reduce -3.8% 255 $156K
North Capital, Inc. 0.12% Add +0.4% 254 $155K
Stone House Investment Management, LLC 0.03% No change 245 $150K
REAP Financial Group, LLC 0.03% No change 244 $149K
Rowlandmiller & Partners.adv 0.03% No change 238 $146K
Joseph Group Capital Management 0.04% Reduce -21.6% 239 $146K
WFA Asset Management Corp 0.08% Add +3.0% 277 $146K
Family Legacy Financial Solutions, LLC 0.11% No change 233 $143K
Wallace Hart LLC 0.10% New 230 $141K
Jackson Hole Capital Partners, LLC 0.02% No change 230 $141K
Chelsea Counsel Co. 0.06% No change 228 $140K
Global Trust Asset Management, LLC 0.06% Add +24.6% 228 $140K
Centennial Bank 0.05% Reduce -11.8% 224 $137K
Chesapeake Asset Management LLC 0.12% Reduce -7.2% 219 $134K
Breakwater Investment Management 0.05% No change 219 $134K
Westend Capital Management, LLC 0.04% No change 218 $133K
Capital Advisors, Ltd. LLC 0.01% No change 218 $133K
Clarity Asset Management, Inc. 0.07% Add +8.3% 209 $128K
Godsey & Gibb, Inc. 0.01% Reduce -55.2% 206 $126K
Accredited Wealth Management, LLC 0.09% Reduce -51.2% 100 $126K
Dogwood Wealth Management LLC 0.06% Add +3.5% 204 $125K
Kiker Wealth Management, LLC 0.06% Add +124.2% 204 $125K
Weaver Capital Management LLC 0.03% New 202 $124K
Truvestments Capital LLC 0.02% Add +42.3% 202 $124K
Gold Investment Management Ltd. 0.04% No change 199 $122K
Game Plan Financial Advisors, LLC 0.06% No change 197 $121K
BTG Pactual Asset Management US LLC 0.01% No change 211 $120K
Murphy & Mullick Capital Management Corp 0.09% Add +1041.2% 194 $119K
PFS Partners, LLC 0.06% Reduce -5.0% 192 $118K
Deane Retirement Strategies, Inc. 0.05% No change 192 $118K
WPG Advisers, LLC 0.09% No change 190 $116K
Pinney & Scofield, Inc. 0.07% Add +0.6% 184 $113K
CGC Financial Services, LLC 0.03% Reduce -22.6% 181 $111K
FSA Wealth Management LLC 0.04% Add +0.3% 962 $106K
Bank & Trust Co 0.08% No change 172 $105K
Burkett Financial Services, LLC 0.03% No change 163 $100K
Woodard & Co. Asset Management Group Inc. 0.02% Add +4.0% 158 $97K
Chung Wu Investment Group, LLC 0.08% No change 150 $92K
Acima Private Wealth, LLC 0.03% No change 150 $92K
Goodman Advisory Group, LLC 0.02% No change 150 $92K
Mechanics Financial Corp 0.03% No change 149 $91K
Vision Financial Markets LLC 0.07% No change 141 $86K
Ballast Advisors LLC 0.02% Add +191.7% 140 $86K
Hoey Investments, Inc. 0.01% Reduce -57.4% 136 $83K
Decker Retirement Planning Inc. 0.05% Reduce -98.3% 134 $82K
Lummis Asset Management, LP 0.05% No change 133 $81K
Founders Capital Management 0.04% No change 128 $78K
SIMA Wealth Partners, LLC 0.06% Reduce -0.8% 126 $77K
Pflug Koory, LLC 0.04% Reduce -12.2% 122 $74K
FWL Investment Management, LLC 0.02% Add +20.0% 120 $73K
Cordant, Inc. 0.03% Reduce -89.4% 116 $71K
1620 Investment Advisors, Inc. 0.05% Reduce -2.5% 115 $70K
Navigoe, LLC 0.04% No change 114 $69K
Lynch Asset Management, Inc. 0.02% Add +13.4% 110 $67K
Zeit Capital LLC 0.04% No change 102 $62K
Noble Wealth Management PBC 0.03% — 100 $61K
Summit Securities Group LLC 0.02% New 100 $61K
Quaker Wealth Management, LLC 0.02% Add +117.4% 100 $61K
Harbor Asset Planning, Inc. 0.05% Add +1.0% 98 $60K
Strategic Advocates LLC 0.02% New 98 $60K
Pension & Wealth Management Advisors, Inc. 0.02% Add +3.2% 97 $60K
Kozak & Associates, Inc. 0.01% Reduce -7.6% 97 $59K
Kennebec Savings Bank 0.05% Add +1.1% 95 $58K
West Oak Capital, LLC 0.03% No change 93 $57K
New England Capital Financial Advisors LLC 0.02% Add +8900.0% 90 $55K
Eukles Asset Management 0.02% No change 90 $55K
American Wealth Advisors, LLC 0.05% — 90 $55K
Legacy Wealth Managment, LLC 0.02% Reduce -7.3% 89 $55K
Sherman Asset Management, Inc. 0.05% Reduce -1.1% 87 $53K
True Wealth Design, LLC 0.02% Add +822.2% 83 $51K
Lowe Wealth Advisors, LLC 0.02% Add +3750.0% 77 $47K
Tripletail Wealth Management, LLC 0.05% New 75 $46K
GGM Financial LLC 0.02% New 74 $45K
Cedar Mountain Advisors, LLC 0.01% New 73 $45K
Bay Harbor Wealth Management, LLC 0.01% No change 72 $44K
Financial Network Wealth Advisors LLC 0.05% Reduce -45.7% 70 $43K
Mowery & Schoenfeld Wealth Management, LLC 0.07% No change 69 $42K
Turning Point Benefit Group, Inc. 0.02% New 67 $41K
Marshall & Sterling Wealth Advisors Inc. 0.03% Reduce -37.0% 68 $41K
Matrix Private Capital Group LLC 0.02% Reduce -64.9% 65 $40K
Punch & Associates Investment Management, Inc. 0.00% Reduce -51.9% 62 $38K
Corundum Trust Company, INC 0.08% New 60 $37K
Atwood & Palmer Inc. 0.00% No change 60 $37K
Mark Sheptoff Financial Planning, LLC 0.02% No change 57 $35K
Bernard Wealth Management Corp. 0.01% No change 54 $33K
Contravisory Investment Management, Inc. 0.01% Add +35.9% 53 $32K
Premier Financial Group 0.01% No change 51 $31K
Front Row Advisors LLC 0.01% No change 50 $31K
Redmont Wealth Advisors LLC 0.04% No change 48 $29K
Clear Investment Research, LLC 0.04% New 45 $28K
Thompson Investment Management, Inc. 0.00% No change 44 $27K
Innovative Advisory Group, LLC 0.02% No change 43 $26K
Morton Brown Family Wealth, LLC 0.01% Reduce -67.5% 39 $24K
Horrell Capital Management, Inc. 0.01% No change 38 $23K
Milestone Investment Advisors LLC 0.01% No change 37 $23K
Abich Financial Wealth Management LLC 0.01% — 36 $22K
Hughes Financial Services, LLC 0.00% Add +30.4% 30 $19K
Bare Financial Services, Inc 0.01% No change 28 $17K
EPG Wealth Management LLC 0.00% Reduce -75.7% 28 $17K
Aviso Financial Inc. 0.00% No change 28 $17K
1 North Wealth Services LLC 0.01% No change 26 $16K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -83.2% 25 $15K
Broadwater Capital Management LLC 0.01% Reduce -99.8% 24 $15K
Arvest Investments, Inc. 0.00% No change 18 $11K
Valued Wealth Advisors LLC 0.00% No change 17 $10K
Central Pacific Bank - Trust Division 0.00% No change 17 $10K
Delos Wealth Advisors, LLC 0.01% No change 15 $9K
Byrne Asset Management LLC 0.01% New 14 $9K
Horizon Financial Services, LLC 0.00% No change 13 $8K
ROSS\JOHNSON & Associates LLC 0.15% No change 13 $8K
Rice Partnership, LLC 0.00% No change 12 $7K
Bradley & Co. Private Wealth Management, LLC 0.00% No change 9 $6K
Perritt Capital Management Inc 0.00% Add +60.0% 8 $5K
Aberdeen Wealth Management LLC 0.00% No change 7 $4K
Principia Wealth Advisory, LLC 0.00% No change 6 $4K
Gould Capital, LLC 0.00% No change 6 $4K
Friedenthal Financial 0.00% No change 5 $3K
Creative Capital Management Investments LLC 0.00% New 5 $3K
Aventus Investment Advisors, Inc. 0.00% No change 4 $2K
Covestor Ltd 0.00% No change 3 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 2 $2K
Birchbrook, Inc. 0.00% New 2 $1K
Greykasell Wealth Strategies, Inc. 0.00% New 2 $1K
Evelyn Partners Investment Management LLP 0.00% No change 2 $1K
CKW Financial Group 0.00% New 2 $1K
Wellington Shields & Co., LLC 0.00% No change 1 $612
Miller Wealth Advisors, LLC 0.00% New 1 $612
Transce3nd, LLC 0.00% Reduce -99.7% 114 $409

"% 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.