Vanguard S&P 500 ETFVOOETF

13F holders, Q1 2026 (March 31)
3,866holders +12
147new positions
134sold out
8famous investors
$594.88avg. 13F price*

At the end of Q1 2026, 3,866 institutions reported holding Vanguard S&P 500 ETF (VOO) in their 13F filings, up 12 from Q4 2025. 147 opened new positions and 134 sold out. The largest holders were Vanguard Global Advisers, LLC ($23.7B), California Public Employees Retirement System ($20.1B) and Raymond James Financial Inc. ($18.3B). 8 famous investors held it, including Leon Cooperman (0.9% of Omega Advisors (Leon Cooperman)'s portfolio), Joel Greenblatt (0.5% of Gotham Asset Management's portfolio) and Israel Englander (0.5% of Millennium 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions147$2.2B
Exits134$8.2B

All 13F filers, Q4 2025 → Q1 2026: 58,065,397 shares bought and 70,607,482 shares sold, net −12,542,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,866 holders

Vanguard Global Advisers, LLC 12.69% — 39,600,312 $23.7B
California Public Employees Retirement System 12.37% Add +6.5% 33,635,939 $20.1B
Raymond James Financial Inc. 5.65% Add +4.4% 30,640,543 $18.3B
Bank of America Corp. 1.20% Add +1.3% 27,441,061 $16.4B
JPMorgan Chase & Co. 1.08% Add +133.2% 27,256,597 $15.8B
Morgan Stanley 0.88% Reduce -0.8% 24,365,727 $14.6B
Jones Financial Companies LLLP 4.79% Add +18.4% 17,095,668 $10.0B
Goldman Sachs Group Inc. 1.18% Add +2.3% 15,062,213 $9.0B
Envestnet Asset Management Inc. 1.71% Add +64.4% 10,680,171 $6.4B
Acorns Advisers, LLC 42.68% Add +4.6% 9,608,371 $5.7B
LPL Financial LLC 1.02% Reduce -6.1% 6,401,368 $3.8B
Wells Fargo & Company 0.75% Add +1.2% 6,246,795 $3.7B
Royal Bank of Canada 0.70% Reduce -70.9% 6,218,552 $3.7B
Natixis 14.70% Reduce -26.1% 6,093,641 $3.6B
Mercer Global Advisors Inc. 4.65% Reduce -2.3% 5,258,941 $3.1B
Cerity Partners LLC 4.36% Add +9.7% 5,140,749 $3.1B
UBS Group AG 0.50% Add +16.1% 4,680,514 $2.8B
Assetmark, Inc. 4.54% Add +7.5% 3,723,036 $2.2B
Ameriprise Financial Inc. 0.51% Reduce -25.9% 3,698,917 $2.2B
Clal Insurance Enterprises Holdings Ltd 13.33% Add +2.0% 3,687,384 $2.2B
USS Investment Management Ltd 8.87% Add +760.0% 3,495,162 $2.1B
Alberta Investment Management Corp 13.77% Add +72.1% 3,358,186 $2.0B
Citigroup Inc. 1.19% Reduce -1.4% 3,113,317 $1.9B
Moneta Group Investment Advisors LLC 13.52% Reduce -1.0% 3,006,863 $1.8B
National Mutual Insurance Federation of Agricultural Cooperatives 13.46% No change 2,925,650 $1.7B
Northwestern Mutual Wealth Management Co. 1.06% Add +7.7% 2,887,575 $1.7B
Corient Private Wealth LP 2.43% Add +2.2% 2,985,961 $1.7B
Cambridge Associates LLC /Ma/ 26.41% Add +0.9% 2,769,562 $1.7B
Focus Partners Wealth 1.78% Add +0.4% 2,671,958 $1.6B
HighTower Advisors, LLC 1.68% Add +2.9% 2,651,883 $1.6B
Bank of Korea 35.85% Add +92.9% 2,479,662 $1.5B
Cliftonlarsonallen Wealth Advisors, LLC 20.10% Add +9.6% 2,297,214 $1.4B
Trans-Canada Capital Inc. 91.24% Reduce -13.6% 2,122,306 $1.3B
BlackRock, Inc. 0.02% Add +40.6% 2,118,183 $1.3B
FJ Investments, LLC 82.50% Add +0.3% 2,117,354 $1.3B
Cetera Investment Advisers 1.27% Add +3.2% 2,000,963 $1.2B
Cambridge Investment Research Advisors, Inc. 2.98% Add +1.6% 1,935,246 $1.2B
Natixis Advisors, LLC 1.58% Add +80.6% 1,904,963 $1.1B
Glenmede Trust Co. NA 5.34% Add +2.7% 1,819,896 $1.1B
Rakuten Investment Management, Inc. 2.15% Add +100.0% 1,734,018 $1.1B
E-L Financial Corp Ltd 100.00% Reduce -14.4% 1,266,574 $1.0B
Pathstone Holdings, LLC 3.96% Add +1.9% 1,665,413 $995.2M
Clearstead Advisors, LLC 9.04% Add +41.5% 1,655,762 $989.4M
Alliancebernstein L.P. 0.32% Add +10.7% 1,564,983 $981.4M
Creative Planning 0.66% Add +6.9% 1,618,133 $966.9M
United Capital Financial Advisors, LLC 5.93% Add +0.8% 1,608,662 $961.8M
OMERS ADMINISTRATION Corp 6.11% New 1,587,839 $949.4M
Stifel Financial Corp. 0.87% Add +1.3% 1,582,234 $945.5M
Fisher Asset Management 0.32% Add +1.4% 1,572,634 $939.7M
Investure, LLC 45.33% Reduce -14.3% 1,546,858 $924.3M
Innovator Capital Management, LLC 99.63% — 1,542,283 $921.6M
Manufacturers Life Insurance Company, The 0.78% Add +5.4% 1,507,387 $900.7M
Plante Moran Financial Advisors, LLC 56.39% Add +3.7% 1,459,078 $871.9M
Prudential Financial Inc. 1.07% Add +55.6% 1,449,168 $866.0M
Angeles Investment Advisors, LLC 56.50% Add +19.1% 1,406,636 $840.5M
Rockefeller Capital Management L.P. 1.48% Add +1.5% 1,396,649 $834.6M
JMG Financial Group, Ltd. 22.94% Add +4.1% 1,394,763 $833.4M
Nicholas Hoffman & Company, LLC. 19.21% Add +0.4% 1,392,756 $832.2M
Bank of Montreal 0.33% Reduce -9.3% 1,349,585 $806.4M
Commonwealth Equity Services, LLC 1.11% Reduce -1.3% 1,329,853 $794.7M
Freestone Grove Partners LP 5.72% Reduce -3.7% 1,319,752 $788.6M
Barclays PLC 0.27% Add +2169.8% 1,258,559 $752.1M
Osaic Holdings, Inc. 1.08% Reduce -5.0% 1,237,277 $740.0M
West Virginia University Foundation, Inc 44.69% Add +171.4% 1,227,384 $733.4M
Country Trust Bank 13.60% Reduce -1.1% 1,197,012 $715.3M
Cresset Asset Management, LLC 3.09% Add +132.1% 1,194,480 $713.8M
Schroder Investment Management Group 0.58% Add +16.1% 1,217,426 $707.2M
Captrust Financial Advisors 1.23% Reduce -2.8% 1,174,750 $701.9M
Mirae Asset Global Investments Co., Ltd. 1.95% Reduce -27.9% 1,139,295 $680.8M
Truist Financial Corp. 0.92% Reduce -44.6% 1,134,608 $678.0M
Systematic Alpha Investments, LLC 23.79% No change 1,132,544 $676.8M
Wealthspire Advisors, LLC 5.30% Reduce -2.3% 1,130,127 $675.3M
Beacon Pointe Advisors, LLC 3.44% Add +85.2% 1,084,220 $647.9M
Dumac, Inc. 76.96% Add +42.0% 1,056,580 $631.4M
Summit Trail Advisors, LLC 9.03% Add +8.4% 1,054,464 $630.1M
Millennium Management 0.48% Add +100468.1% 1,016,744 $607.6M
CIBC Bancorp USA Inc. 0.82% — 1,018,684 $605.7M
Pandi, LLC 98.31% Add +1.7% 1,003,284 $599.5M
Nepc LLC 11.64% Reduce -3.9% 978,154 $584.5M
Baird Financial Group, Inc. 0.89% Add +9.2% 958,001 $572.5M
Constellation Investments, Inc. 18.98% Add +6.9% 956,800 $571.7M
CIBC Asset Management Inc 1.38% Add +2.0% 944,624 $564.5M
SWF LLC 47.85% Add +45.4% 918,327 $548.7M
Diversified Trust Co. 10.07% Add +2.4% 908,858 $543.1M
Mariner, LLC 0.63% Add +4.6% 898,405 $536.8M
Wealthfront Advisers LLC 1.13% Add +6.0% 861,151 $514.6M
Capstone Investment Advisors, LLC 5.68% Add +3.1% 855,335 $511.1M
Call To Action Foundation 100.00% Add +0.3% 855,287 $511.1M
P/E Global LLC 40.26% Reduce -3.4% 854,860 $510.8M
Teacher Retirement System of Texas 2.11% Reduce -87.2% 846,831 $506.0M
GenTrust, LLC 21.12% Add +6.4% 825,917 $493.5M
Kensington Asset Management, LLC 26.35% Add +17.4% 809,879 $483.9M
Citizens Financial Group Inc. 6.38% Add +2.6% 767,033 $458.3M
Neuberger Berman Group LLC 0.35% Add +9.0% 764,533 $456.8M
Alerus Financial NA 22.44% Add +0.7% 758,535 $453.3M
Fifth Third Bancorp 0.81% Add +31.0% 739,979 $442.2M
Norinchukin Bank, The 5.11% Add +62.9% 733,080 $438.1M
Vanguard Advisers Inc. 1.66% — 709,232 $423.8M
Bessemer Group Inc. 0.65% Reduce -4.9% 688,987 $411.7M
Quantinno Capital Management LP 0.69% Add +10.8% 688,106 $411.2M
AQR Capital Management 0.19% Add +20.2% 686,523 $410.2M
MML Investors Services, LLC 1.13% Reduce -15.2% 679,381 $406.0M
Provida Pension Fund Administrator 6.77% Reduce -53.1% 673,604 $402.5M
Texas Capital Bank Wealth Management Services Inc 23.52% Reduce -2.6% 663,340 $396.4M
Keybank National Association 1.41% Add +13.1% 643,816 $384.7M
Hollencrest Capital Management 14.16% Reduce -0.1% 636,748 $380.5M
Wellington Management Group LLP 0.07% Add +1.8% 636,534 $380.4M
FMR LLC 0.02% Add +8.7% 632,869 $378.2M
Robertson Stephens Wealth Management, LLC 10.59% Add +52.7% 632,460 $377.9M
Bokf, NA 5.56% Add +2.7% 608,453 $363.6M
NewEdge Advisors, LLC 1.31% Add +0.7% 605,643 $361.9M
Old National Bancorp 6.04% Add +12.0% 603,093 $360.4M
Tiaa-Cref Individual & Institutional Services, LLC 1.39% — 602,774 $360.2M
Wedbush Securities Inc. 10.47% Reduce -3.1% 600,451 $358.8M
Analyst IMS Investment Management Services Ltd. 10.83% Reduce -7.6% 598,567 $357.7M
Apollo Management Holdings, L.P. 6.84% New 590,523 $352.9M
NorthRock Partners, LLC 5.67% Add +6.1% 588,417 $351.6M
Wealth Enhancement Advisory Services, LLC 0.77% Reduce -34.0% 582,041 $348.8M
Acropolis Investment Management, LLC 15.06% Add +0.3% 570,339 $340.8M
Exchange Traded Concepts, LLC 2.59% Add +38.7% 562,894 $336.4M
SHP Wealth Management 25.00% Add +0.6% 554,570 $331.4M
Globe Life Inc. 86.18% No change 549,183 $328.2M
Northwestern Mutual Investment Management Company, LLC 4.96% Reduce -40.5% 547,798 $327.3M
Center for Financial Planning, Inc. 33.95% Add +0.5% 544,225 $325.2M
Allspring Global Investments Holdings, LLC 0.53% Add +2.8% 523,144 $315.1M
Sand Hill Global Advisors, LLC 10.57% Add +8.3% 525,971 $314.3M
Ieq Capital, LLC 1.45% Add +7.2% 524,192 $313.2M
Macquarie Group Ltd. 1.85% Reduce -78.1% 520,000 $310.7M
M&T Bank Corp 1.02% Add +8.4% 518,672 $309.9M
National Philanthropic Trust 3.29% Add +1.3% 516,261 $308.5M
Nomura Asset Management International Inc. 0.53% Reduce -30.4% 516,226 $308.5M
JBF Capital, Inc. 45.12% No change 509,121 $304.2M
Kestra Advisory Services, LLC 1.15% Add +13.9% 507,917 $303.5M
BOK Financial Private Wealth, Inc. 18.30% Add +1.3% 506,947 $302.9M
Valmark Advisers, Inc. 3.57% Reduce -13.4% 501,676 $299.8M
Keel Point, LLC 19.84% Add +5.5% 495,364 $296.0M
Retirement Planning Group, LLC 9.05% Reduce -5.8% 488,714 $292.0M
EP Wealth Advisors, LLC 1.43% Add +37.4% 485,913 $290.4M
New York Life Insurance Co. 58.77% Add +29.6% 482,482 $288.3M
MCF Advisors LLC 12.42% Add +3.4% 474,346 $283.4M
Itau Unibanco Holding S.A. 6.74% Add +14.9% 471,809 $281.9M
Sagespring Wealth Partners, LLC 5.11% Reduce -68.9% 468,814 $280.1M
Sun Life Financial Inc. 15.88% Add +2.3% 468,158 $279.7M
Cerity Partners OCIO LLC 16.41% Reduce -29.8% 457,873 $273.6M
Thrivent Financial for Lutherans 0.53% Add +2.5% 456,194 $272.2M
Brown Advisory Inc. 0.44% Add +7.8% 452,121 $270.2M
Liquid Strategies, LLC 57.57% Reduce -4.9% 448,433 $268.0M
Steward Partners Investment Advisory, LLC 1.37% Reduce -8.5% 447,787 $267.6M
Farther Finance Advisors, LLC 2.53% Add +16.0% 444,151 $267.5M
SCS Capital Management LLC 2.81% Reduce -4.2% 443,159 $264.8M
US Bancorp \de 0.32% Add +129.0% 1,126,517 $264.7M
Makena Capital Management LLC 30.55% Add +10.2% 442,737 $264.6M
Jabodon PT Co. 29.91% Add +33.4% 430,549 $257.3M
Northern Trust Corp. 0.03% Reduce -1.1% 427,746 $255.6M
First Manhattan Co. Llc. 0.70% Add +0.2% 422,673 $252.6M
Smithfield Trust Co 10.85% Add +0.9% 416,744 $249.1M
Invictus Private Wealth, LLC 15.34% Add +2.9% 414,930 $247.9M
Sanctuary Advisors, LLC 1.32% Add +3.2% 410,162 $245.1M
Susquehanna International Group, LLP 0.32% Add +8943.6% 410,127 $245.1M
Intrust Bank NA 19.88% Add +31.3% 408,135 $243.9M
Axis Capital Holdings Ltd. 89.59% Reduce -2.0% 405,502 $242.3M
Sageworth Trust Co 10.35% Add +8.0% 402,887 $240.7M
Lido Advisors, LLC 0.95% Reduce -21.7% 401,695 $240.1M
Savvy Advisors, Inc. 6.38% Add +22.1% 398,130 $237.9M
Blair William & Co. 0.68% Add +5.9% 397,380 $237.5M
State Farm Mutual Automobile Insurance Co. 0.19% Add +39.6% 396,713 $237.1M
Bartlett & Co. Wealth Management LLC 3.03% Add +6.8% 358,971 $237.0M
Harbour Investments, Inc. 3.65% Reduce -14.5% 395,174 $236.1M
Fusion Family Wealth, LLC 17.57% Add +3.4% 393,826 $235.3M
Karpus Management, Inc. 7.32% Reduce -7.1% 392,872 $234.8M
Coldstream Capital Management Inc. 2.89% Add +7.2% 389,384 $232.7M
Allianz Asset Management GmbH 0.27% Reduce -2.8% 388,153 $231.9M
Janney Montgomery Scott LLC 0.57% Reduce -2.3% 386,585 $231.0M
Lincoln National Corp. 6.68% Add +1.1% 385,890 $230.6M
Betterment LLC 0.43% Add +22.4% 382,432 $228.5M
Stephens Greth Foundation 69.89% Add +52.5% 374,237 $223.6M
Fiera Capital Corp 0.75% Reduce -23.5% 368,608 $220.3M
SBI Securities Co., Ltd. 5.95% Reduce -1.7% 363,582 $217.3M
Steel Grove Capital Advisors, LLC 22.92% Add +1.7% 363,479 $217.2M
Gleason Group, Inc. 21.01% Reduce -1.6% 354,998 $212.1M
Nissay Asset Management Corp. /Japan 1.12% Add +49.6% 353,867 $211.5M
Powers Capital, LLC 99.10% No change 350,822 $209.6M
Stratos Wealth Partners, LTD. 2.39% Reduce -6.3% 349,162 $208.6M
Vanguard National Trust Co 13.07% — 347,112 $207.4M
DAVENPORT & Co LLC 1.15% Add +4.2% 346,582 $207.1M
Concurrent Investment Advisors, LLC 2.25% Add +19.7% 344,117 $205.6M
Means Investment Co., Inc. 17.89% Add +2.2% 342,870 $204.9M
Welch Capital Partners LLC 46.02% Reduce -3.7% 342,077 $204.4M
First American Financial Corp 55.20% Add +2.3% 341,641 $204.1M
Pinnacle Financial Partners, Inc. 1.56% Reduce -1.2% 341,435 $204.0M
AMG National Trust Bank 4.43% Add +7.8% 341,293 $203.9M
Albion Financial Group 13.08% Add +4.3% 339,308 $202.8M
Trajan Wealth LLC 8.18% Reduce -2.1% 338,912 $202.5M
GeoWealth Management, LLC 7.23% Add +1.0% 336,069 $200.8M
Wit, LLC 3.78% Reduce -12.4% 335,259 $200.3M
Sterling Capital Management LLC 3.81% Add +16.4% 334,747 $200.0M
Wallace Foundation 100.00% Add +0.3% 329,196 $196.7M
Regions Financial Corp. 1.28% Reduce -14.1% 328,683 $196.4M
Zhang Financial LLC 6.74% Add +5.0% 326,411 $195.0M
Human Investing LLC 27.67% Add +0.3% 317,962 $190.0M
Retirement Systems of Alabama 0.63% Reduce -4.6% 317,375 $189.6M
AE Wealth Management LLC 1.02% Reduce -6.2% 317,194 $189.5M
Equitable Trust Co. 8.71% Reduce -2.3% 315,926 $188.8M
Franklin Resources Inc. 0.05% Add +114.3% 311,853 $186.3M
Blue Trust, Inc. 2.09% Reduce -3.0% 305,843 $182.8M
Chicago Partners Investment Group LLC 4.09% Add +4.9% 279,303 $182.6M
&partners 0.90% Reduce -0.1% 303,739 $181.3M
Private Advisor Group, LLC 0.84% Add +1.9% 300,100 $179.3M
Janus Henderson Group PLC 0.08% Reduce -37.8% 296,591 $177.2M
OP Asset Management Ltd 1.76% Add +33.6% 293,158 $175.2M
American Trust 15.35% Add +0.5% 290,703 $173.7M
Peapack Gladstone Financial Corp. 2.21% Add +0.0% 289,629 $173.1M
Glassman Wealth Services 23.40% Add +1.1% 288,044 $172.1M
GoalVest Advisory LLC 33.51% Add +4.0% 287,151 $171.6M
TLT Family Holdco ULC 23.57% No change 285,650 $170.7M
Federation des caisses Desjardins du Quebec 0.61% Add +9.2% 285,132 $170.4M
Wescott Financial Advisory Group, LLC 14.68% Reduce -1.4% 280,269 $167.5M
Choreo, LLC 2.05% Add +9.3% 279,939 $167.3M
State of Tennessee, Department of Treasury 0.56% No change 277,910 $166.1M
Hardy Reed LLC 12.10% Reduce -1.2% 277,678 $165.9M
Greenwood Gearhart LLC 8.96% Add +4.5% 277,322 $165.7M
Gotham Asset Management 0.51% Add +53.3% 276,774 $165.4M
Circle Wealth Management, LLC 2.36% Add +2.3% 276,504 $165.2M
Envestnet Portfolio Solutions, Inc. 0.91% Reduce -85.2% 275,452 $164.6M
Merit Financial Group, LLC 1.22% Reduce -2.5% 274,941 $164.3M
Permanent Capital Management, LP 25.34% Add +0.5% 246,616 $162.9M
Fairfield University 81.33% Add +0.3% 271,653 $162.3M
Bank of New York Mellon Corp 0.03% Reduce -92.4% 269,580 $161.1M
Strategic Investment Advisors / MI 11.05% Add +17.4% 267,576 $160.0M
D.A. Davidson & Co. 0.96% Add +0.3% 265,319 $158.5M
Allen Investment Management, LLC 1.90% Reduce -0.3% 257,568 $153.9M
Atria Investments, Inc 1.72% Add +37.8% 257,515 $153.9M
Opus Capital Group, LLC 16.53% Reduce -0.7% 257,282 $153.7M
Bouchey Financial Group, Ltd. 11.22% Add +0.8% 244,761 $153.0M
Millburn Ridgefield LLC 3.28% Add +12.0% 255,244 $152.5M
Catalyst Capital Advisors LLC 2.84% Add +12.0% 255,244 $152.5M
Taiyo Life Insurance Co. 16.82% Reduce -12.1% 255,100 $152.4M
Lutz Financial Services LLC 10.12% Reduce -0.6% 252,037 $150.6M
Bogart Wealth, LLC 5.78% Add +1.8% 250,781 $149.9M
ALM First Financial Advisors, LLC 26.22% Add +6.9% 278,997 $146.2M
Wiser Wealth Management, Inc 31.45% Add +4.7% 244,107 $145.9M
Sentry Investment Management LLC 100.00% Add +31949.7% 243,898 $145.7M
Southern Farm Bureau Life Insurance 15.32% No change 242,780 $145.2M
Savant Capital, LLC 0.70% Reduce -5.8% 242,136 $144.7M
Securian Asset Management, Inc. 5.69% Reduce -0.3% 240,471 $143.7M
World Investment Advisors 2.31% Reduce -10.3% 239,969 $143.4M
Hirtle & Co., LLC 5.56% Add +0.3% 238,838 $142.7M
Perigon Wealth Management, LLC 2.54% Add +13.9% 234,336 $140.0M
BNP Paribas Financial Markets 0.09% Add +179.7% 233,070 $139.3M
Condor Capital Management 11.62% Add +1.9% 232,695 $139.0M
OneDigital Investment Advisors LLC 1.34% Reduce -20.9% 229,422 $137.1M
William Marsh Rice University 61.19% Add +10.5% 225,914 $135.0M
First Western Trust Bank 6.81% Reduce -4.4% 225,569 $134.8M
Steele Capital Management, Inc. 5.54% Add +2.3% 223,899 $133.8M
Forvis Mazars Wealth Advisors, LLC 2.53% Reduce -5.5% 223,124 $133.3M
Lockheed Martin Investment Management Co. 4.88% Reduce -25.8% 223,000 $133.3M
Tectonic Advisors LLC 6.97% Add +1.2% 220,542 $131.8M
Afbi LP 100.00% — 219,490 $131.2M
Vestmark Advisory Solutions, Inc. 1.44% Reduce -30.3% 216,680 $129.5M
Yarbrough Capital, LLC 4.53% No change 216,447 $129.3M
Cwm, LLC 0.34% Reduce -2.8% 214,486 $128.2M
Liberty Mutual Group Asset Management Inc. 10.17% Add +15.4% 212,594 $127.0M
Old Mission Capital LLC 2.99% Add +995.8% 211,169 $126.2M
Charles Schwab Trust Co 8.18% Add +12.5% 211,081 $126.1M
Sei Investments Co. 0.12% Add +16.7% 210,845 $126.0M
Fund Evaluation Group, LLC 3.86% Reduce -0.1% 210,356 $125.7M
Banco Santander, S.A. 1.01% Reduce -14.7% 209,633 $125.3M
Mayport, LLC 23.19% Add +4.5% 208,790 $124.8M
PNC Financial Services Group, Inc. 0.07% Add +2.2% 208,079 $124.3M
Mesirow Financial Investment Management, Inc. 2.01% Add +45.7% 207,880 $124.2M
American Family Investments, Inc. 3.25% Add +10.2% 206,921 $123.6M
Silphium Asset Management Ltd 46.84% Add +38.0% 206,920 $123.6M
Agf Management Ltd. 0.55% Add +2.1% 204,826 $122.4M
Global Wealth Strategies & Associates 30.06% Reduce -17.7% 204,711 $122.3M
Prime Capital Investment Advisors, LLC 1.41% Reduce -1.1% 203,535 $121.6M
RMR Wealth Builders 9.52% Add +7.8% 202,306 $120.9M
Arrow Financial Corp 12.15% Add +2.5% 202,122 $120.8M
Wedmont Private Capital 3.89% Add +3.4% 194,068 $120.6M
Ancora Advisors LLC 2.57% Add +0.0% 201,763 $120.6M
Goldstone Financial Group, LLC 13.04% Add +24.8% 201,197 $120.2M
StoneX Group Inc. 6.43% Add +0.3% 199,888 $119.4M
NewEdge Wealth, LLC 1.42% Reduce -8.6% 198,432 $118.6M
Mgo One Seven LLC 2.37% Add +22.5% 197,734 $118.2M
Waverly Advisors, LLC 0.89% Add +2.2% 197,683 $118.1M
Performa Ltd (US), LLC 26.69% Add +3.9% 197,430 $118.0M
HB Wealth Management, LLC 0.76% Add +1.6% 196,976 $117.7M
Amtrust Financial Services, Inc. 39.22% No change 196,400 $117.4M
Affiance Financial, LLC 18.86% Reduce -1.6% 194,643 $116.3M
Common Fund for Nonprofit Organizations 11.16% Add +14.7% 193,200 $115.4M
HSBC Holdings PLC 0.07% Reduce -2.5% 192,346 $114.9M
Caprock Group, LLC 2.78% Reduce -5.0% 191,896 $114.7M
Integrated Wealth Concepts LLC 0.91% Add +142.8% 191,231 $114.3M
Sepio Capital, LP 6.16% Add +5.6% 189,906 $113.5M
J. Safra Sarasin Holding AG 1.93% Add +1.2% 189,287 $113.1M
Crane Advisory, LLC 16.66% Reduce -0.8% 172,623 $111.3M
Commerce Bank 0.54% Add +64.0% 185,617 $110.9M
Redwood Investment Management, LLC 13.75% Add +7.8% 185,300 $110.7M
Go Invest LLC 31.60% Add +22.0% 184,473 $110.2M
RFG Holdings, Inc. 27.69% Add +1.8% 183,925 $109.9M
Equitable Holdings, Inc. 0.70% Add +21.4% 367,224 $109.3M
Aspiriant, LLC 3.08% Add +0.5% 181,129 $108.2M
Compass Financial Group, INC 15.10% Add +2.6% 180,665 $108.0M
Apollon Wealth Management, LLC 1.75% Reduce -3.5% 180,299 $107.7M
Arkos Global Advisors 13.49% Add +0.8% 179,883 $107.5M
Callan Family Office, LLC 2.44% Reduce -1.6% 179,714 $107.4M
OneAscent Financial Services LLC 5.81% Add +622.8% 179,503 $107.3M
Pure Financial Advisors, LLC 1.55% Add +10.4% 178,783 $106.8M
Evoke Wealth, LLC 1.97% Add +4.0% 178,473 $106.6M
Quest Investment Management LLC 12.43% Add +2.1% 178,094 $106.4M
Proficio Capital Partners LLC 5.64% Add +34.7% 177,765 $105.6M
Proffitt & Goodson Inc. 16.32% Add +5.7% 176,697 $105.6M
WASHINGTON TRUST Co 3.56% Add +4.2% 176,417 $105.4M
BTG Pactual Asset Management US LLC 10.31% New 174,352 $104.2M
MAI Capital Management 0.59% Add +21.1% 174,278 $104.1M
Turtle Creek Wealth Advisors, LLC 7.66% Add +19.9% 169,680 $101.4M
Conrad Siegel Investment Advisors, Inc. 18.17% Add +3.5% 168,486 $100.7M
One Day In July LLC 7.92% Reduce -0.1% 165,564 $98.9M
Angeles Wealth Management, LLC 5.34% Add +1.0% 164,274 $98.2M
Ironclad Investments LLC 48.13% No change 164,258 $98.2M
Kingsview Wealth Management, LLC 1.34% Add +19.6% 163,970 $98.0M
Keewaydin Investments LLC 30.75% Reduce -19.9% 163,125 $97.5M
Partners Capital Investment Group, LLP 3.67% Reduce -10.9% 163,083 $97.5M
Advisor OS, LLC 7.03% Reduce -6.5% 162,438 $97.1M
Efficient Advisors, LLC 6.89% Reduce -9.5% 162,324 $97.0M
Manning & Napier Advisors LLC 1.37% Add +9.7% 162,275 $97.0M
Summit Financial, LLC 1.23% Add +4.2% 161,978 $96.8M
Empire Life Investments Inc. 5.83% Add +3.5% 159,363 $96.0M
Hamilton Capital Partners Inc. 3.19% Add +22.1% 158,998 $95.0M
Bridgewater Associates 0.42% Add +334.5% 158,628 $94.8M
Obermeyer Wealth Partners 4.35% Add +1.6% 158,002 $94.4M
Mill Creek Capital Advisors, LLC 1.94% Add +0.1% 157,877 $94.3M
CJM Wealth Advisers, Ltd. 28.70% Reduce -3.1% 157,657 $94.2M
SilverOak Wealth Management LLC 14.89% Add +0.9% 157,644 $94.2M
Ensign Peak Advisors, Inc 0.17% Add +0.0% 156,400 $93.5M
Venturi Wealth Management, LLC 4.20% Reduce -39.3% 156,074 $93.3M
CoreCap Advisors, LLC 3.17% Add +24.1% 155,661 $93.0M
Bank Hapoalim BM 15.15% Reduce -23.6% 154,934 $92.6M
WestHill Financial Advisors, Inc. 17.66% Add +1.6% 154,531 $92.3M
Beaird Harris Wealth Management, LLC 6.27% Add +5.6% 154,261 $92.2M
Strategic Investment Management, LLC 38.10% New 152,670 $91.2M
Trevian Wealth Management LLC 44.76% Add +4.7% 151,783 $90.7M
Simon Quick Advisors, LLC 4.13% Add +0.6% 150,934 $90.2M
Bell Bank 3.77% Reduce -0.3% 148,629 $88.8M
Aptus Capital Advisors, LLC 0.75% Add +3.8% 148,562 $88.8M
Cambridge Advisors Inc. 17.14% Add +2.4% 147,776 $88.3M
Daymark Wealth Partners, LLC 2.77% Add +11.0% 147,612 $88.2M
Stordahl Capital Management, Inc. 18.09% Add +1.4% 146,988 $87.8M
Syntegra Private Wealth Group, LLC 8.28% Add +4.0% 145,769 $87.1M
Scotia Capital Inc. 0.36% Reduce -10.9% 144,765 $86.5M
CFO4Life Group, LLC 13.16% Add +0.8% 144,500 $86.3M
Brio Consultants, LLC 10.42% Reduce -2.2% 128,106 $85.2M
Brookstone Capital Management 0.97% Add +5.7% 141,400 $84.5M
Webster Bank, N. A. 7.91% Reduce -2.1% 139,742 $83.5M
Elevation Point Wealth Partners, LLC 1.98% Add +7.9% 139,259 $83.2M
Pinion Investment Advisors, LLC 19.36% Reduce -0.5% 138,703 $82.9M
Elwood & Goetz Wealth Advisory Group, LLC 13.98% Add +1.6% 137,866 $82.4M
MJP Associates Inc. 9.94% Reduce -8.9% 136,997 $81.9M
Midwest Trust Co 1.02% Reduce -10.2% 136,630 $81.6M
Kinsale Capital Group, Inc. 12.72% Add +9.4% 132,801 $79.4M
Tiaa Trust, National Association 4.80% Reduce -82.2% 132,217 $79.0M
O'shaughnessy Asset Management, LLC 0.39% Add +17.6% 130,723 $78.1M
Composition Wealth, LLC 1.07% Reduce -12.5% 130,673 $78.1M
Diversify Wealth Management, LLC 1.39% Add +185.0% 119,306 $78.1M
Capital Group Private Client Services, Inc. 1.31% Add +2.3% 130,110 $77.7M
Standard Family Office LLC 79.65% Add +1.3% 128,996 $77.1M
Fortune 45 LLC 37.47% Reduce -3.3% 128,772 $76.9M
Fidato Wealth LLC 49.43% Add +1.3% 127,416 $76.1M
Scott Capital Advisors, LLC 15.33% Add +1.1% 121,034 $75.6M
Francis Financial, Inc. 13.96% Reduce -0.3% 125,749 $75.1M
AmeriServ Wealth Advisors 47.88% Reduce -2.9% 125,540 $75.0M
Evercore Wealth Management, LLC 1.18% Add +15.5% 125,464 $75.0M
Marex Group Ltd 0.78% Add +56.1% 125,442 $75.0M
MA Private Wealth 12.63% Add +2.3% 125,012 $74.7M
Grove Bank & Trust 8.39% Add +2.2% 124,191 $74.2M
Range Advisory, LLC 13.74% Add +39.3% 123,947 $74.1M
Summit Wealth Group, LLC 16.90% Add +1.8% 123,268 $73.7M
Trust Co of Tennessee 13.70% Add +1.0% 123,091 $73.6M
Franklin, Parlapiano, Turner & Welch, LLC 17.32% Reduce -1.2% 111,614 $72.7M
West Financial Advisors, LLC 12.34% Reduce -18.7% 121,611 $72.7M
McMorgan & Co. LLC 11.73% Add +2061.5% 121,370 $72.5M
Geneos Wealth Management Inc. 1.68% Add +12.6% 120,886 $72.2M
OFS Enterprise LLC 21.13% — 120,304 $71.9M
National Bank of Canada 0.07% Add +14.7% 120,234 $71.9M
Privium Fund Management (UK) Ltd 36.31% New 122,940 $71.7M
Selective Wealth Management, Inc. 21.17% Reduce -8.0% 109,218 $71.5M
Petersen Hastings Wealth Advisors Inc. 6.53% Add +3.9% 119,367 $71.3M
Evermay Wealth Management LLC 7.84% Reduce -2.1% 118,344 $70.7M
Axxcess Wealth Management, LLC 2.24% Add +1.7% 116,749 $69.8M
Allworth Financial LP 0.28% Add +5.0% 115,757 $69.2M
Investment Research & Advisory Group, Inc. 24.11% Add +0.5% 115,534 $69.0M
Valeo Financial Advisors, LLC 1.65% Add +8.2% 115,393 $69.0M
Northeast Investment Management 2.84% Add +1.8% 114,956 $68.7M
Ciovacco Capital Management LLC 40.02% Reduce -3.3% 114,867 $68.6M
TSG Advice Partners, LLC 10.26% Reduce -71.0% 114,619 $68.5M
AlphaCore Capital LLC 1.62% Add +23.1% 114,254 $68.3M
Ballentine Partners, LLC 0.95% Add +11.1% 114,238 $68.3M
David Kennon Inc 24.29% Add +1.4% 113,381 $67.8M
SoundView Advisors Inc. 24.04% Reduce -3.3% 113,045 $67.5M
Certuity, LLC 4.41% Reduce -0.5% 112,485 $67.2M
Stephens Inc. 0.83% Reduce -2.3% 111,264 $66.5M
West Paces Advisors Inc. 12.81% Add +1.5% 110,668 $66.1M
Rehmann Capital Advisory Group 3.44% Add +9.3% 110,682 $66.1M
Standpoint Asset Management, LLC 16.03% Reduce -3.5% 110,600 $66.1M
CENTRAL TRUST Co 1.30% Add +14.8% 110,474 $66.0M
BIP Wealth, LLC 2.67% Reduce -56.4% 109,676 $65.5M
Fifth Third Securities, Inc. 4.22% Reduce -0.2% 109,057 $65.2M
AJ Advisors, LLC 24.14% Add +4.3% 108,898 $65.1M
Gentry Private Wealth, LLC 39.03% Add +11.4% 108,455 $64.8M
TradeWell Securities, LLC. 27.11% Add +2.9% 107,703 $64.3M
Rathbones Group PLC 0.26% Add +5.0% 107,280 $64.1M
Mutual Advisors, LLC 1.38% Add +13.6% 107,272 $64.1M
New England Asset Management Inc. 8.43% Add +12.0% 107,215 $64.1M
Kestra Private Wealth Services, LLC 0.79% Add +4.0% 107,097 $64.0M
Crestmont Private Wealth LLC 20.15% Add +8.6% 106,989 $63.9M
Moody National Bank Trust Division 6.01% Add +2.8% 105,587 $63.1M
Brighton Securities Corp. 30.13% Reduce -1.4% 104,677 $62.5M
Hill Island Financial LLC 15.16% Add +1.3% 104,431 $62.4M
Lansing Street Advisors 15.73% Reduce -6.8% 104,318 $62.3M
Elm Partners Management LLC 2.69% Reduce -11.4% 106,752 $62.0M
Progeny 3, Inc. 3.30% No change 103,300 $61.7M
IFG Advisors, LLC 10.11% Add +11.0% 103,300 $61.7M
Summitas Investment Management LLC 48.21% Add +1.9% 102,896 $61.5M
Larson Financial Group LLC 1.97% Reduce -11.2% 102,817 $61.4M
Dunhill Financial, LLC 14.44% Reduce -11.3% 106,274 $61.3M
Wealthcare Advisory Partners LLC 1.19% Reduce -31.5% 102,314 $61.1M
Money Concepts Capital Corp. 3.38% Add +4.9% 102,303 $61.1M
Fiduciary Group, LLC 5.20% Add +6.1% 101,946 $60.9M
Sierra Capital LLC 6.59% Reduce -2.8% 101,238 $60.5M
Nadler Financial Group, Inc. 5.74% Reduce -2.2% 99,725 $59.6M
Jasper Ridge Partners, L.P. 1.33% Reduce -0.7% 99,671 $59.6M
Rolek Wealth Management LLC 42.72% Add +3.2% 99,667 $59.6M
Independent Advisor Alliance 0.64% Add +4842.4% 99,491 $59.5M
Tenon Financial LLC 23.34% Add +6.1% 99,412 $59.4M
Guardian Wealth Advisors, LLC / NC 3.77% Add +2.9% 99,289 $59.3M
Oppenheimer & Co. Inc. 0.72% Add +7.0% 99,231 $59.3M
Twele Capital Management, Inc. 10.52% Add +2.6% 98,770 $59.0M
Roundview Capital LLC 3.66% Add +1.2% 98,347 $58.8M
Hillcrest Wealth Advisors - NY, LLC 23.48% Add +4.7% 97,011 $58.0M
Simplicity Wealth,LLC 3.28% Add +1.8% 96,791 $57.8M
Landmark Wealth Management, LLC 15.28% Add +30.6% 95,488 $57.1M
Deutsche Bank AG 0.02% Reduce -3.2% 95,319 $57.0M
Gladstone Institutional Advisory LLC 2.11% Add +6.5% 95,230 $56.9M
Next Level Wealth Planning, LLC 29.22% Add +2.0% 95,210 $56.9M
MLG Wealth Management DBA Pine Grove Financial Group 6.58% Add +10.2% 94,455 $56.7M
United Services Automobile Association 6.62% Reduce -61.9% 94,300 $56.3M
Karnit Road Accident Victims Compensation Fund 32.96% No change 94,007 $56.2M
Fragasso Financial Advisors Inc 3.38% Reduce -1.4% 92,418 $56.0M
Safir Wealth Advisors, LLC 40.34% Reduce -0.5% 93,331 $55.8M
Pioneer Family Office, LLC 39.07% Add +15.8% 92,328 $55.2M
Level Financial Advisors 13.99% Add +1.2% 91,816 $54.9M
Optas, LLC 8.30% Add +1.3% 91,770 $54.8M
3Chopt Investment Partners, LLC 12.53% Add +7.8% 91,667 $54.8M
Kearns & Associates LLC 29.16% Reduce -0.3% 90,698 $54.2M
Prudential PLC 0.41% Reduce -20.0% 90,532 $54.1M
Freestone Capital Holdings, LLC 1.65% Add +2.9% 90,386 $54.0M
Nicolet Bankshares Inc. 1.99% Add +83.6% 90,015 $54.0M
HBK Sorce Advisory LLC 1.10% Add +1.8% 79,279 $53.8M
Triad Wealth Partners, LLC 4.26% Add +109.6% 89,893 $53.7M
Warren Street Wealth Advisors, LLC 13.74% Reduce -1.6% 89,882 $53.7M
Souders Financial Advisors 6.11% Reduce -3.2% 89,639 $53.6M
Apella Capital, LLC 0.79% Add +27.7% 81,788 $53.4M
Rooted Wealth Advisors, Inc. 14.02% Reduce -0.1% 81,617 $53.2M
Jefferies Financial Group Inc. 0.66% Reduce -33.3% 87,668 $52.4M
Advanced Asset Management Advisors Inc 14.46% Add +0.1% 87,577 $52.3M
Innovative Wealth Building LLC 36.46% Add +7.0% 86,739 $51.8M
Eagle Wealth Strategies LLC 22.66% Add +31.2% 86,475 $51.7M
Steph & Co. 14.63% Add +13.3% 85,810 $51.3M
Ashton Thomas Securities, LLC 6.43% Add +16.0% 85,588 $51.2M
TD Waterhouse Canada Inc. 0.15% Reduce -10.3% 84,647 $51.0M
Topsail Wealth Management, LLC 7.51% Reduce -0.1% 85,192 $50.9M
Drucker Wealth 3.0, LLC 8.88% Add +1.4% 85,121 $50.9M
Foundations Investment Advisors, LLC 0.63% Add +5.1% 84,978 $50.8M
HBW Advisory Services LLC 5.33% Add +1.9% 84,557 $50.5M
Boyd Wealth Management, LLC 21.18% Add +2.7% 83,846 $50.1M
AlTi Global, Inc. 1.09% Reduce -1.4% 83,705 $50.0M
Crescent Grove Advisors, LLC 4.95% Add +0.0% 83,586 $49.9M
Taikang Asset Management (Hong Kong) Co Ltd 4.96% No change 83,414 $49.8M
CreativeOne Wealth, LLC 1.15% Add +1.5% 82,816 $49.5M
Fiduciary Wealth Partners, LLC 32.06% Reduce -31.9% 81,990 $49.0M
Sage Mountain Advisors LLC 3.42% Reduce -1.3% 81,746 $48.8M
Mitchell McLeod Pugh & Williams Inc. 7.19% Add +0.5% 81,582 $48.7M
Sage Financial Group Inc. 3.17% Reduce -0.1% 81,521 $48.7M
BCS Wealth Management 9.89% Reduce -46.6% 81,087 $48.5M
Frazier Financial Advisors, LLC 26.69% Add +7894.9% 80,668 $48.2M
Fort Washington Investment Advisors Inc. 0.27% Reduce -1.2% 80,412 $48.0M
Sigma Planning Corp 1.33% Reduce -0.5% 80,249 $48.0M
Curated Wealth Partners LLC 6.03% Add +13.9% 80,142 $47.9M
Fulton Bank, N.A. 1.68% Add +9.3% 79,943 $47.8M
QRG Capital Management, Inc. 0.49% Add +20.1% 79,787 $47.7M
Boston Family Office LLC 3.17% Add +30.7% 79,715 $47.6M
Resolute Advisors LLC 19.66% Reduce -4.1% 79,566 $47.5M
TrueWealth Financial Partners 18.90% New 79,356 $47.4M
Orion Porfolio Solutions, LLC 0.40% Reduce -61.6% 78,669 $47.0M
Fort Point Capital Partners LLC 6.15% Reduce -12.0% 78,512 $46.9M
Fiduciary Trust Co 0.55% Reduce -1.7% 78,457 $46.9M
Salomon & Ludwin, LLC 4.19% Reduce -3.9% 77,778 $46.9M
ForthRight Wealth Management, LLC 13.29% Reduce -0.6% 78,422 $46.9M
Rwa Wealth Partners, LLC 0.51% Reduce -9.9% 78,354 $46.8M
Cantor Fitzgerald Investment Advisors L.P. 3.45% Reduce -8.4% 78,206 $46.7M
Greenleaf Trust 0.46% Reduce -0.4% 78,042 $46.6M
TD Private Client Wealth LLC 0.96% Add +0.5% 77,408 $46.3M
BCK Partners, Inc. 24.88% Add +0.9% 77,117 $46.1M
Avior Wealth Management, LLC 1.31% Add +5.2% 77,043 $46.0M
Kickstand Ventures, Llc. 9.65% Add +0.8% 76,677 $45.8M
Sellwood Investment Partners LLC 17.95% Add +2.7% 76,258 $45.6M
Landmark Wealth Management, Inc. 17.17% Add +1.4% 76,206 $45.5M
Lepercq De Neuflize Asset Management LLC 33.10% Add +0.3% 76,188 $45.5M
Claro Advisors Inc. 5.44% Add +20.5% 75,632 $45.2M
Associated Banc-Corp 1.20% Add +1.8% 75,534 $45.1M
Strategic Advisory Partners, LLC 35.34% Add +9.4% 75,175 $44.9M
Sompo Asset Management Co., Ltd. 8.19% Reduce -7.8% 74,621 $44.6M
Chai Trust Co. LLC 3.77% Add +276.4% 74,604 $44.6M
Resolute Capital, LLC 18.00% Add +5.1% 74,376 $44.4M
Sheets Smith Wealth Management 5.00% Reduce -0.4% 74,348 $44.4M
GreatBanc Trust CO 31.06% Add +1.1% 74,289 $44.4M
MBM Wealth Consultants, LLC 10.13% Add +1.7% 73,857 $44.1M
Howland Capital Management LLC 1.74% Add +1.0% 73,602 $44.0M
Bravera Wealth 19.80% Add +4.6% 73,583 $44.0M
GTS Securities LLC 1.56% Add +79.3% 73,438 $43.9M
Focus Partners Advisor Solutions, LLC 0.44% Add +28.2% 73,104 $43.7M
TrustBank 16.84% Add +0.9% 72,638 $43.4M
Americana Partners, LLC 1.12% Add +152.1% 72,328 $43.2M
Steffes Financial, Ltd. 22.69% Add +1.7% 71,956 $43.0M
Johnson Investment Counsel Inc. 0.35% Reduce -1.8% 71,835 $42.9M
Trust Co of the South 6.88% Add +5.5% 71,613 $42.8M
Cibc World Market Inc. 0.07% Reduce -1.8% 71,380 $42.7M
Ameritas Advisory Services, LLC 1.66% Add +1.0% 71,295 $42.6M
Fidelis Capital Partners, LLC 3.04% Add +23.6% 71,250 $42.6M
Oak Harvest Investment Services 4.44% Reduce -3.2% 71,151 $42.5M
Galilei Investment Office LLP 22.00% Reduce -2.5% 71,049 $42.5M
Cynosure Group, LLC 5.28% Add +6.5% 70,735 $42.3M
Verum Partners LLC 8.00% Add +5.8% 70,491 $42.1M
Acorn Financial Advisory Services Inc. 5.77% Reduce -30.7% 70,480 $42.1M
Plancorp, LLC 1.19% Add +3.5% 67,055 $41.9M
Crestwood Advisors Group, LLC 0.70% Add +21.0% 69,897 $41.7M
a16z Perennial Management, L.P. 3.44% New 69,192 $41.3M
Passaic Partners LLC 5.00% Reduce -6.3% 69,108 $41.3M
Greenbush Financial Group, LLC 13.66% Add +0.6% 69,039 $41.3M
Level Four Advisory Services, LLC 1.35% Add +4.8% 68,976 $41.2M
Avion Wealth 8.51% Reduce -1.4% 68,918 $41.2M
Alvarez & Marsal Private Wealth Partners, LLC 5.77% New 68,735 $41.1M
Nan Shan Life Insurance Co., Ltd. 1.48% New 68,445 $40.9M
Mather Group, Llc. 0.41% Add +2.8% 68,352 $40.8M
Mfa Wealth Advisors, LLC 8.02% Add +11.6% 68,200 $40.8M
Cardiff Park Advisors, LLC 3.25% New 68,007 $40.6M
Parsons Capital Management Inc. 1.86% Add +31.0% 67,951 $40.6M
Leavell Investment Management, Inc. 1.66% Add +5.5% 67,902 $40.6M
Park Avenue Securities LLC 0.32% Add +23.6% 67,871 $40.6M
Capital Management Associates, Inc 9.16% Add +5.0% 67,810 $40.5M
Asset Management One Co., Ltd. 0.12% Reduce -3.6% 67,484 $40.3M
Front Street Capital Management, Inc. 5.33% Reduce -2.7% 67,288 $40.2M
Clifford Group, LLC 30.93% Add +3.7% 67,213 $40.2M
Atom Investors LP 2.87% No change 67,041 $40.1M
Power Alpha Investment Ltd 4.55% Reduce -30.5% 66,600 $39.8M
Journey Strategic Wealth LLC 0.98% Add +69.4% 66,071 $39.5M
St. Louis Trust Co 4.61% Reduce -2.0% 66,023 $39.5M
Parisi Gray Wealth Management 9.34% Reduce -5.0% 65,613 $39.2M
NWF Advisory Services Inc. 4.43% Reduce -2.1% 65,595 $39.2M
Bailard, Inc. 0.90% Reduce -2.9% 65,575 $39.2M
Bear Mountain Capital, Inc. 11.71% Add +2.6% 59,800 $39.0M
Principal Financial Group Inc. 0.02% Reduce -1.2% 65,157 $38.9M
Avantax Planning Partners, Inc. 1.07% Add +1619.7% 64,918 $38.8M
SigFig Wealth Management, LLC 1.13% Reduce -2.9% 64,753 $38.7M
Jackson Wealth Management, LLC 3.97% Reduce -0.4% 64,528 $38.6M
Capula Management Ltd 0.34% Reduce -99.5% 64,495 $38.5M
Sequoia Financial Advisors, LLC 0.21% Add +19.7% 63,825 $38.1M
Fairway Wealth LLC 10.06% Add +5.2% 63,771 $38.1M
Pittenger & Anderson Inc. 1.50% Reduce -3.5% 63,218 $37.8M
GenWealth Group, Inc. 6.46% Add +5.1% 63,183 $37.8M
Oxler Private Wealth LLC 11.82% Reduce -0.4% 63,175 $37.8M
Mandatum Life Insurance Co Ltd 8.43% Add +25.1% 62,733 $37.5M
Atlas Legacy Advisors, LLC 6.84% Reduce -5.5% 62,660 $37.4M
Thayer Partners, LLC / MA 17.81% Add +5.1% 62,595 $37.4M
Aurelius Family Office LLC 16.23% Add +5.2% 62,477 $37.3M
Ameritas Investment Partners, Inc. 1.13% Reduce -0.7% 61,772 $36.9M
Cora Capital Advisors LLC 12.18% Add +420.4% 61,582 $36.8M
Phillips Financial Management, LLC 2.65% Reduce -10.8% 61,107 $36.5M
Bleakley Financial Group, LLC 0.57% Add +3.3% 61,079 $36.5M
First Merchants Corp. 1.39% Add +8.4% 61,028 $36.5M
ASO GROUP Ltd 15.37% Reduce -13.3% 60,989 $36.4M
First National Bank of Omaha 1.12% Add +10.4% 61,002 $36.4M
Ethos Financial Group, LLC 2.67% Reduce -0.7% 61,011 $36.4M
J. R. Prunier Capital Management LLC 15.46% Add +0.1% 60,843 $36.4M
Integral Investment Advisors, Inc. 9.05% Add +2.3% 60,781 $36.3M
Sfm, LLC 21.85% Add +5.5% 60,500 $36.2M
Seeds Investor LLC 4.90% Add +52.9% 56,428 $36.0M
Ameraudi Asset Management, Inc. 19.57% Add +5.8% 60,245 $36.0M
Banco BTG Pactual S.A. 6.99% New 59,952 $35.8M
Aufman Associates Inc 17.51% Reduce -1.3% 59,743 $35.7M
Financial Sense Advisors, Inc. 8.25% Reduce -1.8% 59,521 $35.6M
Okabena Investment Services Inc. 6.78% Add +8.5% 58,855 $35.2M
Royal Fund Management, LLC 3.34% Reduce -0.1% 58,157 $34.9M
Advisory Services Network, LLC 0.46% Add +7.4% 58,373 $34.9M
Park Presidio Capital LLC 2.44% Add +3.0% 58,285 $34.8M
Smartleaf Asset Management LLC 1.25% Add +33.0% 59,787 $34.7M
Aspire Capital Advisors LLC 7.79% Add +10.0% 57,921 $34.6M
Applied Capital LLC 12.82% Add +3.7% 57,464 $34.3M
IFP Advisors, Inc 0.71% Add +5.5% 57,405 $34.3M
Prospera Financial Services Inc 0.55% Add +5.9% 56,962 $34.1M
Kovack Advisors, Inc. 1.82% Add +30.6% 56,278 $33.8M
Garde Capital, Inc. 2.02% Reduce -1.3% 56,535 $33.8M
Cordgrass Capital Advisors, LLC 7.77% Reduce -2.1% 55,556 $33.2M
Belpointe Asset Management LLC 1.21% Add +5.3% 55,548 $33.2M
Boston Trust Walden Corp 0.27% Reduce -2.5% 55,074 $32.9M
Discipline Wealth Solutions, LLC 3.46% Add +117.6% 55,038 $32.9M
Baker Tilly Wealth Management, LLC 7.99% Add +5.9% 54,997 $32.9M
Basso Capital Management, L.P. 20.10% Add +0.2% 54,975 $32.9M
VVR Holdings LLC 16.97% Add +2.7% 54,971 $32.8M
NWM Advisors, LLC 29.70% Add +7.3% 54,567 $32.6M
Weil Company, Inc. 7.29% Add +4.6% 54,364 $32.5M
Avidian Wealth Enterprises, LLC 1.03% Add +5.2% 54,329 $32.5M
R. W. Roge & Company, Inc. 15.48% Reduce -0.1% 54,326 $32.5M
First National Bank Sioux Falls 8.86% Add +2.9% 50,224 $32.4M
Brooklyn FI, LLC 6.79% Reduce -4.4% 54,051 $32.3M
Oak Root LLC 3.93% Add +1.2% 53,950 $32.2M
Evanson Asset Management, LLC 1.73% Add +11.9% 53,949 $32.2M
Arax Advisory Partners 0.91% Add +14.1% 53,864 $32.2M
Tompkins Financial Corp. 2.56% Add +3.6% 53,737 $32.1M
First Financial Corp. 12.61% Add +0.9% 53,718 $32.1M
Capital Investment Management, Inc. 10.97% Add +2.4% 53,453 $31.9M
Tudor Investment Corporation 0.17% Add +48.6% 53,420 $31.9M
Spirepoint Private Client, LLC 3.02% Reduce -24.5% 53,120 $31.7M
Parallel Advisors, LLC 0.57% Add +8.9% 52,725 $31.5M
Axos Invest Inc. 23.78% Add +28.3% 52,656 $31.5M
Journey Beyond Wealth, LLC 26.91% Reduce -0.0% 52,427 $31.3M
Dynamic Advisor Solutions LLC 0.98% Reduce -15.1% 52,126 $31.1M
Laird Norton Wetherby Trust Company, LLC 0.67% Add +30.9% 51,710 $30.9M
Cullen/Frost Bankers, Inc. 0.35% Reduce -0.2% 51,516 $30.8M
Williams Jones Wealth Management, LLC. 0.38% Reduce -4.1% 51,510 $30.8M
Argent Trust Co 1.04% Reduce -1.5% 51,505 $30.8M
HighRoad Wealth Advisors, LLC 29.95% Reduce -3.6% 51,319 $30.7M
Exencial Wealth Advisors, LLC 0.94% Add +12.7% 50,775 $30.3M
Ayalon Insurance Comp Ltd. 6.19% Add +22.0% 50,727 $30.3M
BBR Partners, LLC 1.69% Add +0.6% 50,605 $30.2M
University of Chicago 9.33% Reduce -13.6% 50,493 $30.2M
Legacy Advisors, LLC 3.55% Add +116.0% 50,360 $30.1M
Strategent Financial, LLC 20.35% Add +4.5% 50,142 $30.0M
SOA Wealth Advisors, LLC. 5.63% Reduce -5.7% 50,012 $29.9M
KilterHowling LLC 15.01% Add +1.7% 49,791 $29.8M
Unconventional Investor, LLC 14.12% Add +3.9% 49,741 $29.7M
Diana Davis Spencer Foundation 75.52% No change 49,675 $29.7M
Vident Advisory, LLC 0.25% Reduce -23.6% 49,494 $29.6M
Woodside Wealth Management LLC 23.07% Reduce -4.5% 49,427 $29.5M
Kingswood Wealth Advisors, LLC 1.39% Reduce -0.2% 49,086 $29.3M
EJMK Ventures LLC 16.36% Add +111.7% 49,012 $29.3M
Ade, LLC 14.03% Add +6.1% 48,974 $29.3M
Precision Wealth Strategies, LLC 9.69% Reduce -11.7% 48,891 $29.2M
PKO Investment Management Joint-Stock Co 2.45% No change 48,758 $29.1M
Allianz SE 0.32% Reduce -38.6% 48,727 $29.1M
EverSource Wealth Advisors, LLC 0.89% Add +2.4% 48,650 $29.1M
Three Bridge Wealth Advisors, LLC 7.92% Add +11.4% 48,272 $28.8M
First Citizens Bank & Trust Co. 0.60% Reduce -1.4% 47,612 $28.5M
Operose Advisors LLC 6.59% Reduce -8.0% 47,586 $28.4M
Sandy Cove Advisors, LLC 8.48% Add +0.7% 47,425 $28.3M
Romano Brothers and Company 3.22% Add +1.7% 47,424 $28.3M
Patriot Financial Group Insurance Agency, LLC 1.60% Add +111.6% 47,374 $28.3M
Whittier Trust Co. of Nevada Inc. 0.58% Reduce -0.0% 46,724 $28.3M
Powerhouse Assets LLC 24.55% Add +0.1% 47,219 $28.2M
Oakworth Capital, Inc. 1.49% Add +1.2% 47,133 $28.2M
Base Wealth Management LLC 15.73% Reduce -6.9% 47,056 $28.1M
Autumn Glory Partners, LLC 10.30% Add +39.0% 46,944 $28.1M
XY Planning Network, Inc. 4.48% Add +15.1% 46,544 $28.0M
High Net Worth Advisory Group LLC 6.53% Add +1.5% 46,889 $28.0M
Arkadios Wealth Advisors 0.46% Add +0.4% 46,839 $28.0M
Charter Oak Capital Management, LLC 2.17% Reduce -2.4% 46,793 $28.0M
LTS Liquid Investments LLC 26.14% Add +1.4% 46,735 $27.9M
Conquis Financial LLC 23.13% Reduce -4.8% 42,851 $27.9M
EnRich Financial Partners LLC 7.39% Add +2.0% 46,636 $27.9M
FourThought Financial Partners, LLC 2.38% Add +14.0% 46,212 $27.6M
Beacon Harbor Wealth Advisors, Inc. 5.71% Add +1.8% 45,621 $27.3M
Choate Investment Advisors 0.53% Add +1.3% 45,552 $27.2M
Hikari Tsushin, Inc. 1.87% Reduce -21.4% 45,415 $27.1M
Liberty Square Wealth Partners LLC 7.54% Reduce -7.7% 45,204 $27.0M
Canerector Inc. 12.78% No change 45,150 $27.0M
Sanchez Levi Garrett 16.81% — 44,863 $26.8M
Canton Hathaway, LLC 5.39% Reduce -0.0% 44,750 $26.7M
Matrix Trust Co 4.43% Add +0.1% 44,620 $26.7M
Modern Wealth Management, LLC 0.46% Reduce -27.3% 44,265 $26.7M
Meridian Financial Partners LLC 10.13% Add +1.1% 43,965 $26.6M
RFG Advisory, LLC 0.49% Add +9.3% 44,576 $26.6M
Victory Financial Group, LLC 3.27% Add +7.0% 44,528 $26.6M
Southeast Asset Advisors, LLC 2.91% Reduce -1.1% 44,467 $26.6M
Bryant Woods Investment Advisors, LLC 9.77% Add +7.0% 44,460 $26.6M
Freedom Financial Partners LLC 9.46% Add +3.3% 44,446 $26.6M
Tiff Advisory Services, LLC 5.98% New 44,435 $26.6M
North Star Investment Management Corp. 1.61% Reduce -0.6% 44,431 $26.5M
O'Connor Financial Group LLC 10.86% Add +1.1% 44,427 $26.5M
Valtrion Capital Management, LLC 25.00% Add +4.1% 44,374 $26.5M
Fairscale Capital, LLC 18.30% Add +0.9% 44,285 $26.5M
Integrated Advisors Network LLC 1.39% Reduce -14.4% 44,224 $26.4M
Members Advisory Group LLC 9.06% Add +0.5% 44,180 $26.4M
Greenline Partners, LLC 2.83% Add +50.4% 44,095 $26.3M
Rareview Capital LLC 15.42% Add +6.2% 46,294 $26.3M
Omega Advisors (Leon Cooperman) 0.85% No change 43,593 $26.0M
Wheelhouse Advisory Group LLC 8.61% Add +3.5% 43,490 $26.0M
PFG Advisors 1.26% Reduce -4.0% 43,427 $25.9M
Members Trust Co 0.86% Reduce -2.9% 43,346 $25.9M
Merrithew & Thorsten Inc 24.40% Reduce -0.2% 43,295 $25.9M
Van Eck Associates Corp. 0.02% Add +0.0% 43,286 $25.9M
Alexander Labrunerie & Co., Inc. 9.72% Reduce -0.4% 43,099 $25.8M
EFG International AG 0.56% Add +13.4% 43,053 $25.7M
Capital Investment Advisors, LLC 0.38% Add +8.9% 42,974 $25.7M
Pearl Planning LLC 13.64% Add +4.6% 42,723 $25.5M
C M Bidwell & Associates Ltd. 11.87% Reduce -0.0% 42,529 $25.4M
Fiducient Advisors LLC 3.32% Reduce -9.3% 42,517 $25.4M
Baltimore-Washington Financial Advisors, Inc. 1.10% Reduce -2.4% 42,492 $25.4M
Brighton Jones LLC 0.56% New 42,225 $25.2M
Shufro Rose & Co. LLC 1.72% Reduce -0.2% 42,177 $25.2M
Eq LLC 7.05% Add +0.8% 41,899 $25.0M
Topor & Co. Korea 21.13% Reduce -24.2% 41,815 $25.0M
Joel Isaacson & Co., LLC 0.83% Add +1.4% 41,750 $24.9M
TD Capital Management LLC 2.24% Add +9.0% 41,738 $24.9M
Sumitomo Life Insurance Co. 0.58% Add +56.4% 41,600 $24.9M
Y.D. More Investments Ltd 0.97% Add +2.8% 41,592 $24.8M
CWS Financial Advisors, LLC 6.35% Reduce -6.1% 41,480 $24.8M
Cornerstone Wealth Group, LLC 1.60% Add +0.9% 38,283 $24.8M
Retirement Wealth Solutions LLC 15.58% Add +0.2% 41,364 $24.7M
Motley Fool Wealth Management, LLC 2.79% Reduce -13.8% 41,241 $24.6M
First Bank & Trust 3.96% Add +17.3% 41,114 $24.6M
Stuart Investment Advisors, Inc. 10.71% Reduce -0.6% 41,021 $24.5M
Banta Asset Management LP 24.60% Reduce -2.8% 40,947 $24.5M
Signal Tree Financial Partners LLC 18.37% Add +2.1% 40,730 $24.3M
Core Wealth Advisors, Inc. 5.80% Add +1.6% 40,704 $24.3M
Tribridge Partners Financial LLC 10.05% Add +2.6% 40,265 $24.3M
Intelligent Financial Strategies 12.63% Reduce -2.1% 40,567 $24.2M
UNIVEST FINANCIAL Corp 1.36% Add +2.4% 40,527 $24.2M
Naples Global Advisors, LLC 1.76% Add +0.8% 40,474 $24.2M
Balance Wealth Partners LLC 7.49% Add +53.5% 40,372 $24.1M
Independent Financial Group, LLC 0.54% Add +11.9% 40,317 $24.1M
Fort Vancouver Investment Management, LLC 12.18% Add +7.0% 40,157 $24.0M
Cary Street Partners Financial LLC 0.59% Add +7.8% 40,131 $24.0M
CM Wealth Advisors LLC 5.11% Reduce -0.5% 40,118 $24.0M
Tsfg, LLC 3.63% Add +1.8% 40,067 $23.9M
Spire Wealth Management 0.81% Reduce -4.0% 39,773 $23.8M
Venture Visionary Partners LLC 0.79% Reduce -0.3% 39,631 $23.7M
First National Trust Co 0.81% Add +5.8% 39,548 $23.6M
Western Wealth Management, LLC 0.90% Add +12.8% 39,486 $23.6M
Integrity Alliance, Llc. 0.90% Reduce -23.4% 39,410 $23.5M
Thompson Siegel & Walmsley LLC 0.42% Reduce -10.3% 39,373 $23.5M
Trek Financial, LLC 1.25% Reduce -30.3% 39,351 $23.5M
Zurich Insurance Group Ltd 0.18% Reduce -4.4% 39,299 $23.5M
Family Office Research LLC 10.15% Reduce -1.8% 39,086 $23.4M
T. Rowe Price Associates Inc. 0.00% Reduce -1.1% 39,030 $23.3M
Envision Financial LLC 12.54% Reduce -1.4% 39,011 $23.3M
Busey Bank 0.63% Add +1.2% 38,952 $23.3M
Waldron Private Wealth LLC 0.91% Reduce -3.8% 38,914 $23.3M
Cascades Capital Asset Management, LLC 9.85% Add +4.8% 38,884 $23.2M
McCollum Christoferson Group LLC 6.98% Add +118.1% 96,324 $23.2M
Carroll Advisory Group, LLC 9.01% Reduce -0.7% 38,829 $23.2M
Sound View Wealth Advisors Group, LLC 1.58% Reduce -0.4% 38,779 $23.2M
Visionary Wealth Advisors 1.02% Add +6.9% 38,573 $23.0M
Alamar Capital Management, LLC 14.07% Add +2.1% 38,539 $23.0M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 2.91% Reduce -59.1% 38,466 $23.0M
Riverpoint Wealth Management Holdings, LLC 4.88% Add +2.8% 38,423 $23.0M
MKT Advisors LLC 7.70% Reduce -1.0% 37,872 $23.0M
Lanark Financial, Inc. 1.72% Add +16.1% 38,372 $22.9M
Ritholtz Wealth Management 0.40% Add +117.7% 38,368 $22.9M
Vise Technologies, Inc. 0.45% No change 36,529 $22.9M
Verdence Capital Advisors LLC 1.34% Reduce -3.3% 38,317 $22.9M
Synergy Investment Management, LLC 7.42% Reduce -3.1% 37,987 $22.7M
Andrews Advisory Associates, LLC 11.95% Reduce -3.0% 37,980 $22.7M
TMB Capital Partners, LLC 7.62% Add +4.0% 37,925 $22.7M
Great Valley Advisor Group, Inc. 0.41% Reduce -6.7% 37,876 $22.6M
Asset One Wealth Management LLC 2.49% Add +16.4% 34,836 $22.5M
Heritage Wealth Advisors 0.88% Add +5.6% 37,617 $22.5M
Rialto Wealth Management, LLC 5.03% Add +0.5% 37,483 $22.4M
Factor Wealth Management LTD 4.19% Add +64.4% 37,287 $22.3M
Scarborough Advisors, LLC 2.44% New 37,264 $22.3M
Highline Wealth Partners LLC 5.70% Add +8.1% 37,259 $22.3M
Div Capital Phoenix Assets Ltd 5.12% No change 37,200 $22.2M
1834 Investment Advisors Co. 2.77% Add +2.4% 37,106 $22.2M
Richardson Capital Management LLC 10.69% Add +17.5% 37,067 $22.1M
Manchester Capital Management LLC 3.18% Add +1.1% 36,974 $22.1M
Montag A & Associates Inc. 1.03% Add +7.7% 36,953 $22.1M
TruWealth Advisors, LLC 1.06% Add +0.1% 36,766 $22.0M
Caldwell Trust Co 1.96% Reduce -1.6% 36,690 $21.9M
Keystone Financial Group 1.50% Add +0.0% 36,033 $21.9M
Balentine LLC 0.88% Add +0.2% 36,415 $21.8M
Farmers & Merchants Investments Inc. 0.60% Reduce -0.3% 36,260 $21.7M
WNY Asset Management, LLC 2.24% — 36,200 $21.6M
Wealth Group Ltd 4.91% Add +1.0% 36,090 $21.6M
Evergreen Capital Management LLC 0.47% Add +1.1% 36,084 $21.6M
Red Door Wealth Management, LLC 2.23% Add +1.9% 35,952 $21.5M
CVA Family Office, LLC 2.26% Reduce -17.9% 35,946 $21.5M
Maseco LLP 0.67% Reduce -2.7% 35,683 $21.3M
Piedmont Capital Management, LLC 14.21% Reduce -0.5% 35,628 $21.3M
Verus Capital Partners, LLC 1.46% Add +6.6% 35,607 $21.3M
First Command Advisory Services, Inc. 0.14% Add +2.6% 35,492 $21.2M
AssuredPartners Investment Advisors, LLC 2.31% Add +4.3% 34,896 $21.1M
Bridges Investment Management Inc. 0.29% Add +14.6% 35,365 $21.1M
Western Reserve Capital Management, LLC 17.34% Add +0.1% 35,348 $21.1M
Barings LLC 0.35% No change 35,299 $21.1M
waypoint wealth counsel 10.91% Reduce -6.9% 35,295 $21.1M
Thoroughbred Financial Services, LLC 1.26% Add +4.9% 35,213 $21.0M
Caliber Wealth Management, LLC / KS 2.30% Reduce -4.6% 35,189 $21.0M
Spectrum Investment Advisors, Inc. 10.43% Add +2.5% 35,134 $21.0M
American Century Companies Inc. 0.01% Reduce -18.6% 35,100 $21.0M
Beaumont Financial Advisors, LLC 1.44% Add +13.4% 35,047 $20.9M
Capital City Trust Co. 4.78% Add +4.6% 34,988 $20.9M
Asset Allocation & Management Company, LLC 7.81% Add +0.9% 34,985 $20.9M
AMG Asset Management Group, Inc. 16.22% Add +161.7% 34,977 $20.9M
Brown Brothers Harriman & Co. 0.11% Reduce -37.3% 34,932 $20.9M
Rational Advisors, Inc. 2.27% Add +4.6% 34,924 $20.9M
Clark Financial Services Group Inc. 11.44% Reduce -9.0% 34,697 $20.7M
Eagle Strategies LLC 2.47% Add +50.8% 34,602 $20.7M
Fifth Third Wealth Advisors LLC 0.70% Add +44.6% 34,531 $20.6M
Korea Investment CORP 0.04% Reduce -84.7% 34,342 $20.5M
Dodds Wealth, LLC 5.03% Add +2.2% 34,300 $20.5M
JHP Wealth Management, LLC 19.59% Add +5.8% 34,292 $20.5M
B.O.S.S. Retirement Advisors, LLC 6.23% Reduce -1.6% 34,224 $20.5M
Northstar Group, Inc. 2.99% Reduce -1.4% 34,199 $20.4M
Carnegie Investment Counsel 0.40% Reduce -3.2% 34,111 $20.4M
Abound Wealth Management 4.63% Add +3.8% 34,084 $20.4M
Community Bank, N.A. 2.40% Add +26.2% 33,731 $20.2M
Kintra Wealth, LLC 1.42% New 33,641 $20.1M
Wesbanco Bank Inc. 0.56% Add +3.5% 33,595 $20.1M
Kohmann Bosshard Financial Services, LLC 1.95% Add +9.0% 33,527 $20.0M
Quotient Wealth Partners, LLC 0.53% Reduce -0.8% 33,499 $20.0M
Storen Legacy Partners, LLC 6.22% Reduce -59.9% 33,200 $19.8M
Braun Stacey Associates Inc. 0.66% Reduce -1.8% 33,141 $19.8M
Centric Wealth Management 3.94% Reduce -4.0% 29,914 $19.7M
Pinnacle Bancorp, Inc. 5.82% Reduce -0.1% 32,999 $19.7M
Lake Hills Wealth Management, LLC 10.98% Reduce -37.9% 32,870 $19.6M
Meridian Wealth Management, LLC 0.70% Add +10.0% 32,764 $19.6M
Joel Adams & Associates, Inc. 14.51% Reduce -3.8% 32,695 $19.5M
Madden Advisory Services, Inc. 7.69% Add +2.8% 32,689 $19.5M
Twin Focus Capital Partners, LLC 2.24% Add +7.5% 32,611 $19.5M
Ballentine Capital Advisors, Inc 8.06% Add +0.8% 32,590 $19.5M
Harbor Advisory Corp. 5.83% Reduce -5.8% 32,471 $19.4M
Waterloo Capital, L.P. 1.36% Add +1.0% 32,396 $19.4M
CSS LLC 3.04% Add +1.8% 32,210 $19.2M
Marble Wealth, LLC 3.35% Add +0.2% 32,034 $19.1M
Nottingham Advisors, Inc. 2.45% Add +28.1% 31,865 $19.0M
Virtue Capital Management, LLC 2.90% Reduce -12.2% 32,755 $19.0M
Brave Asset Management Inc. 4.51% Add +0.1% 31,773 $19.0M
Conning Inc. 0.65% Reduce -1.2% 31,492 $18.8M
Fort Sheridan Advisors LLC 2.26% Add +9.4% 31,239 $18.7M
Owl Creek Wealth Partners LLC 6.65% — 31,213 $18.7M
Parkside Financial Bank & Trust 1.43% Add +4.8% 31,204 $18.6M
Burney Co./ 0.58% Reduce -3.7% 31,166 $18.6M
AdvisorNet Financial, Inc 0.96% Add +15.4% 31,158 $18.6M
Tower Bridge Advisors 1.80% New 31,158 $18.6M
Toronto Dominion Bank 0.04% Reduce -5.3% 30,968 $18.5M
Sunbeam Capital Management, LLC 10.60% Add +2.0% 30,979 $18.5M
HORAN Wealth, LLC 1.76% Add +96.3% 30,656 $18.5M
jvl associates llc 6.20% Add +2652.0% 30,960 $18.5M
Abacus Planning Group, Inc. 2.49% Reduce -1.4% 30,930 $18.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 1.05% Add +1.0% 30,898 $18.5M
Lakeshore Financial Planning, Inc. 6.67% Reduce -16.6% 30,803 $18.4M
Facet Wealth, Inc. 0.32% Add +5.0% 30,518 $18.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.23% Add +8.5% 30,514 $18.2M
Matrix Asset Advisors Inc. 1.67% Add +8.1% 30,455 $18.2M
SVB Wealth LLC 1.19% Reduce -0.1% 30,338 $18.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +233.1% 30,272 $18.1M
Sage Investment Advisers LLC 13.31% Add +1.8% 29,848 $18.0M
Dorsey & Whitney Trust CO LLC 0.99% Add +3.1% 30,065 $18.0M
JDM Financial Group LLC 6.92% Reduce -23.8% 300,823 $18.0M
Ingalls & Snyder LLC 0.64% Add +2.7% 30,008 $17.9M
Keating Financial Advisory Services, Inc. 2.90% Reduce -2.5% 29,985 $17.9M
Brandywine Asset Management, Inc. 14.21% No change 29,573 $17.9M
Zuckerman Investment Group, LLC 1.69% Add +4.1% 29,952 $17.9M
Envision Financial Transparency, LLC 17.32% — 29,836 $17.8M
Ground Swell Capital, LLC 36.86% New 29,813 $17.8M
N.E.W. Advisory Services LLC 1.33% Add +6.5% 29,690 $17.7M
Davidson Kahn Capital Management, LLC 9.42% Reduce -9.3% 29,556 $17.7M
Gibson Wealth Advisors LLC 11.83% Add +0.2% 29,547 $17.7M
Haverford Trust Co 0.16% Add +4.1% 29,531 $17.6M
Ironsides Asset Advisors, LLC 4.43% Add +0.1% 29,529 $17.6M
Empowered Funds, LLC 0.11% New 29,486 $17.6M
Evolution Wealth Advisors, LLC 1.79% Add +3.5% 29,476 $17.6M
Atlanta Consulting Group Advisors, LLC 3.78% Add +2.7% 29,460 $17.6M
IHT Wealth Management, LLC 0.41% Reduce -7.9% 29,361 $17.5M
Main Street Financial Solutions, LLC 1.28% Add +7.0% 29,324 $17.5M
Whitaker-Myers Wealth Managers, LTD. 3.49% Add +16.1% 29,304 $17.5M
Modera Wealth Management, LLC 0.21% Add +1.7% 29,286 $17.5M
Battery Global Advisors, LLC 9.39% Add +499.8% 29,270 $17.5M
NewCorp Financial Services, Inc. 15.16% Add +3.2% 29,267 $17.5M
Ogorek Anthony Joseph /NY/ 4.79% Reduce -6.3% 29,256 $17.5M
Secure Asset Management, LLC 2.77% Reduce -13.9% 29,209 $17.5M
Chris Bulman Inc 7.64% Add +1.7% 29,182 $17.4M
Blackston Financial Advisory Group, LLC 10.88% Add +0.4% 29,043 $17.4M
Arista Wealth Management, LLC 2.11% Reduce -4.7% 29,037 $17.4M
Pilgrim Partners Asia Pte Ltd 7.31% Reduce -2.9% 29,000 $17.3M
Flagship Harbor Advisors, LLC 0.76% Add +6.0% 28,902 $17.3M
Avory & Company, LLC 22.27% No change 28,810 $17.2M
First American Bank 1.08% Add +15.2% 28,703 $17.2M
Baker Ellis Asset Management LLC 2.03% Reduce -3.5% 28,604 $17.1M
Caerus Investment Advisors, LLC 7.21% Add +0.1% 28,582 $17.1M
U.S. Capital Wealth Advisors, LLC 0.43% Reduce -2.5% 28,512 $17.0M
Allie Family Office LLC 7.39% Add +36.2% 28,364 $16.9M
Future Financial Wealth Managment LLC 10.92% Add +4.6% 26,279 $16.9M
Florida Financial Advisors, LLC 4.04% Add +6.7% 28,294 $16.9M
Cozad Asset Management Inc. 1.33% Add +2.4% 28,283 $16.9M
Certified Advisory Corp 1.52% Add +3.1% 28,263 $16.9M
FWG Investments, LLC. 10.73% Reduce -3.1% 28,248 $16.9M
Silvercrest Asset Management Group LLC 0.12% Reduce -8.3% 28,214 $16.9M
Jane Street Group, LLC 0.02% Reduce -2.3% 28,130 $16.8M
Compound Planning, Inc. 0.52% Reduce -66.7% 28,089 $16.8M
Washington Trust Advisors, Inc. 1.34% Add +5.1% 27,802 $16.6M
Vested Financial Planning, LLC 12.62% Add +6.4% 27,724 $16.6M
Gutierrez Wealth Advisory, LLC 10.27% Reduce -2.1% 27,657 $16.5M
Glenview Trust Co 0.26% Add +3.0% 27,651 $16.5M
Guardian Financial Partners, LLC 6.97% Reduce -5.1% 27,634 $16.5M
Lowery Thomas, LLC 9.39% Reduce -1.4% 27,491 $16.4M
Investment Counsel Co. of Nevada 36.84% Add +1.1% 27,404 $16.4M
Lowe Brockenbrough & Co. Inc. 0.81% Reduce -0.7% 27,278 $16.3M
Vicus Capital 1.20% Add +13.7% 27,239 $16.3M
Payden & Rygel 1.27% Add +0.9% 27,207 $16.3M
Invenio Wealth Partners LLC 6.45% Add +7.2% 27,204 $16.3M
Wetzel Investment Advisors, Inc. 6.48% Add +6.2% 27,196 $16.3M
Aspire Growth Partners LLC 11.10% Add +8.3% 27,064 $16.2M
Sowell Financial Services LLC 0.60% Add +17.5% 27,061 $16.2M
GM Advisory Group, LLC 0.62% Add +1.7% 26,987 $16.1M
Cadia Private Client LLC 13.07% Reduce -0.3% 26,960 $16.1M
CORDA Investment Management, LLC. 1.11% Add +0.1% 26,920 $16.1M
Intentional Wealth Strategies, LLC 14.97% — 26,905 $16.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.28% Add +1.9% 26,894 $16.1M
Meridian Wealth Advisors, LLC 2.12% Reduce -10.6% 26,772 $16.0M
Sapient Capital LLC 0.24% Add +0.8% 26,755 $16.0M
Hilltop Holdings Inc. 1.45% Add +9.3% 26,724 $16.0M
Lodestar Private Asset Management LLC 1.57% Add +2.2% 26,561 $15.9M
Rossmore Private Capital 1.39% Reduce -0.1% 26,389 $15.8M
Intellus Advisors LLC 2.15% Add +1.7% 26,325 $15.7M
Becker Capital Management Inc. 0.46% Add +36.0% 26,038 $15.6M
Independent Family Office, LLC 6.40% Add +8.1% 26,031 $15.6M
Curbstone Financial Management Corp 2.97% Reduce -1.8% 25,972 $15.5M
Peachtree Investment Partners, LLC 5.91% Reduce -14.1% 25,971 $15.5M
FSB Premier Wealth Management, Inc. 4.86% Reduce -1.1% 25,956 $15.5M
Security Financial Services, INC. 2.45% Add +2.5% 25,935 $15.5M
Insigneo Advisory Services, LLC 1.10% Add +11.8% 25,751 $15.4M
Walkner Condon Financial Advisors LLC 2.03% Add +0.5% 25,716 $15.4M
Berger Financial Group, Inc 0.86% Reduce -1.9% 25,688 $15.3M
Beacon Investment Advisory Services, Inc. 0.63% Add +34.8% 25,556 $15.3M
Ascent Group, LLC 0.53% Reduce -1.4% 25,508 $15.2M
HUB Investment Partners, LLC 0.37% Add +20.7% 25,492 $15.2M
Tritonpoint Wealth, LLC 1.63% Reduce -2.1% 25,409 $15.2M
Freestate Advisors LLC 12.12% Add +5.1% 25,367 $15.2M
Formulate Financial LLC 18.67% Add +1.0% 25,298 $15.1M
LBMC Investment Advisors, LLC 0.92% Add +1.6% 25,287 $15.1M
Peak Financial Management, Inc. 3.83% Reduce -6.0% 25,270 $15.1M
Global Endowment Management, LP 1.69% Add +3.3% 25,270 $15.1M
Ofc Financial Planning, LLC 14.81% Reduce -0.4% 25,213 $15.1M
International Assets Investment Management, LLC 1.05% Add +2.4% 24,980 $15.0M
Uptick Partners, LLC 2.99% Add +2.4% 25,105 $15.0M
Ascentis Independent Advisors 1.13% Add +87.0% 25,057 $15.0M
BTC Capital Management, Inc. 1.01% Add +28.3% 25,050 $15.0M
Avity Investment Management Inc. 1.08% Add +0.1% 24,908 $14.9M
Stone Loft Wealth Management LLC 10.57% Add +88.4% 24,757 $14.8M
Benjamin Edwards Inc. 0.15% Add +0.8% 24,693 $14.8M
Aspen Grove Capital, LLC 2.87% Add +7.0% 24,689 $14.8M
Laurel Wealth Planning LLC 7.77% Reduce -0.0% 24,646 $14.7M
Snowden Capital Advisors LLC 0.39% Reduce -3.5% 24,601 $14.7M
Hegarty Advisors, LLC 11.58% Add +1.8% 24,579 $14.7M
YANKCOM Partnership 6.03% Add +8.7% 24,550 $14.7M
GC Wealth Management RIA, LLC 0.61% Reduce -55.9% 24,525 $14.7M
Traction Financial Partners, LLC 8.95% Add +1.5% 24,339 $14.5M
Charis Legacy Partners, LLC 21.23% Add +2.5% 24,290 $14.5M
SG Americas Securities, LLC 0.02% Add +110.9% 24,244 $14.5M
Baron Silver Stevens Financial Advisors, LLC 2.10% Add +3.3% 24,203 $14.5M
Silverlake Wealth Management LLC 3.05% Add +14.6% 24,195 $14.5M
ArchPoint Investors 3.44% Add +5.1% 24,180 $14.4M
Flower City Capital 7.23% Add +1.8% 24,134 $14.4M
Luminvest Wealth Management LLC 3.77% Add +3.6% 23,325 $14.4M
Westmount Partners, LLC 3.55% Add +1.9% 24,098 $14.4M
Traphagen Investment Advisors LLC 1.17% Add +0.2% 24,064 $14.4M
TFB Advisors LLC 7.52% Reduce -19.1% 24,030 $14.4M
Roth Financial Partners LLC 4.89% Reduce -23.4% 23,960 $14.3M
DeDora Capital, Inc. 3.50% Reduce -1.6% 23,913 $14.3M
Covington Investment Advisors Inc. 2.10% Add +8.4% 23,890 $14.3M
Calder Financial LLC 14.16% Reduce -2.5% 23,677 $14.3M
Xena Financial Planning, LLC 16.07% Add +4.2% 23,800 $14.2M
Blue Square Asset Management, LLC 6.75% Reduce -25.6% 23,798 $14.2M
First Heartland Consultants, Inc. 1.09% Add +1.4% 23,719 $14.2M
Retirement Capital Strategies 5.35% Reduce -1.3% 23,681 $14.2M
WorthPointe, LLC 3.85% Reduce -14.5% 23,651 $14.1M
Bishop & Co Investment Management, LLC 4.85% Reduce -2.9% 23,647 $14.1M
M Holdings Securities, Inc. 0.95% Add +3.0% 21,326 $14.1M
Strategic Financial Group, LLC 14.48% — 23,544 $14.1M
Wilmington Savings Fund Society, FSB 0.33% Add +7.0% 23,388 $14.0M
Stelac Advisory Services LLC 2.83% Add +5.0% 23,371 $14.0M
Marshall Financial Group, LLC 2.24% Add +43.8% 23,363 $14.0M
Activest Wealth Management 2.44% Reduce -2.7% 23,279 $13.9M
Searcy Financial Services Inc. 5.14% Add +75.1% 23,200 $13.9M
Connecticut Wealth Management, LLC 0.58% Add +6.8% 23,020 $13.8M
KPP Advisory Services LLC 1.99% Add +24.6% 22,988 $13.7M
Schneider Downs Wealth Management Advisors, LP 1.51% Add +0.6% 22,843 $13.6M
Legacy Wealth Partners, LLC 3.42% Add +4.3% 22,839 $13.6M
Trinity Financial Advisors LLC 3.88% Add +6.7% 22,794 $13.6M
Central Valley Advisors, LLC 3.70% Add +8.1% 22,713 $13.6M
McNaughton Wealth Management, LLC 5.61% Add +105.1% 22,710 $13.6M
Cordoba Advisory Partners LLC 3.74% Reduce -22.5% 22,629 $13.5M
Disciplina Capital Management LLC 1.43% Add +2.3% 22,584 $13.5M
Sachem Hill LLC 2.61% Reduce -0.5% 22,552 $13.5M
Soundwatch Capital LLC 1.70% Reduce -0.7% 22,527 $13.5M
Ausdal Financial Partners, Inc. 0.60% Add +3.7% 22,525 $13.5M
Hilltop National Bank 3.20% Add +7.4% 22,490 $13.4M
Mendel Capital Management LLC 6.68% — 22,242 $13.3M
Huntington National Bank 0.10% New 22,213 $13.3M
Continuum Advisory, LLC 1.27% Add +3.6% 22,150 $13.2M
Oakmont Advisory Group, LLC 13.43% Add +16.4% 22,065 $13.2M
Patten & Patten Inc. 0.79% Add +3.0% 22,028 $13.2M
Enclave Advisors LLC 1.88% Add +3.5% 22,021 $13.2M
Fiduciary Advisors, Inc. 9.88% Add +3.2% 22,007 $13.2M
Precedent Wealth Partners, LLC 2.63% Add +5.8% 21,988 $13.1M
Eight 31 Financial, LLC 7.93% Add +1.5% 21,966 $13.1M
Bridgewater Advisors Inc. 0.78% Add +3.0% 19,142 $13.1M
Sageworth Trust Co of South Dakota 10.33% Add +1.2% 21,828 $13.0M
Principal Securities, Inc. 0.19% Reduce -1.1% 21,697 $13.0M
Prospera Capital Management, LLC 6.49% Add +1.6% 21,655 $12.9M
Resonant Capital Advisors, LLC 0.68% Reduce -2.5% 21,596 $12.9M
Harbor Investment Advisory, LLC 1.01% Add +0.8% 21,518 $12.9M
Bryn Mawr Trust Advisors, LLC 0.62% Add +0.5% 21,488 $12.8M
Verus Wealth Management, LLC 11.88% Add +2.0% 21,409 $12.8M
McClarren Financial Advisors, Inc. 7.57% Reduce -62.8% 21,407 $12.8M
Strategic Blueprint, LLC 0.74% Reduce -1.0% 21,357 $12.8M
Center For Asset Management LLC 6.31% Add +16.9% 21,246 $12.7M
WCG Wealth Advisors LLC 0.36% Add +7.4% 21,245 $12.7M
Wealthspire Retirement, LLC 0.76% Reduce -0.7% 21,215 $12.7M
BridgePort Financial Solutions, LLC 3.59% Add +14.5% 21,208 $12.7M
Up Capital Management, Inc. 14.21% Reduce -13.9% 21,193 $12.7M
Philadelphia Trust Co. 0.89% Reduce -0.9% 21,188 $12.7M
Bison Wealth, LLC 1.23% Reduce -0.2% 18,535 $12.6M
Moisand Fitzgerald Tamayo, LLC 1.36% Reduce -4.0% 21,143 $12.6M
Stock Yards Bank & Trust Co. 0.39% Add +4.1% 21,118 $12.6M
Donalies Financial Planning, LLC 10.75% Add +6.7% 21,100 $12.6M
Roehl & Yi Investment Advisors, LLC 4.72% Add +38.0% 200,814 $12.6M
Systelligence, LLC 2.44% Reduce -10.4% 21,028 $12.6M
Oasis Advisors, LLC 2.45% Add +3306.2% 25,989 $12.5M
Sivia Capital Partners, LLC 2.42% Reduce -0.2% 20,870 $12.5M
PFG Investments, LLC 0.58% Add +29.4% 20,735 $12.4M
Financial Engines Advisors L.L.C. 0.03% Reduce -0.2% 20,623 $12.3M
Bangor Savings Bank 0.98% Add +0.2% 20,540 $12.3M
Pachira Investments Inc. 5.71% Reduce -5.2% 20,454 $12.2M
Climber Capital SA 7.97% Reduce -20.7% 20,881 $12.2M
Coyle Financial Counsel LLC 2.57% Reduce -2.1% 20,318 $12.1M
Indivisible Partners 1.07% Add +64.5% 20,308 $12.1M
Midwest Financial Partners Investments, Inc. 6.42% Add +19.2% 20,259 $12.1M
Van Strum & Towne Inc. 3.52% Reduce -0.8% 20,169 $12.1M
Centaurus Financial, Inc. 0.57% Add +4.4% 20,099 $12.0M
Spartan Wealth Advisory Services LLC 1.05% — 20,063 $12.0M
River's Edge Wealth Management, LLC 11.21% Add +14.3% 18,195 $11.9M
KWB Wealth 1.18% No change 19,039 $11.9M
Sendero Wealth Management, LLC 1.32% Reduce -2.9% 19,953 $11.9M
Saiph Capital, LLC 4.50% Reduce -1.7% 19,884 $11.9M
Landaas & Co. /Wi 2.60% Reduce -1.0% 19,833 $11.9M
Gambit Capital Management, LLC 8.49% Reduce -12.3% 19,808 $11.8M
Delta Wealth Advisors LLC 9.00% Reduce -2.3% 19,799 $11.8M
Ritter Daniher Financial Advisory LLC / DE 2.00% Reduce -0.4% 19,707 $11.8M
CSM Advisors, LLC 0.29% Add +0.2% 19,706 $11.8M
Prosperitas Financial LLC 4.38% Add +0.5% 19,669 $11.8M
B. Riley Wealth Advisors, Inc. 0.76% Reduce -1.9% 20,215 $11.7M
Traynor Capital Management, Inc. 0.70% Add +0.9% 20,172 $11.7M
Clark Asset Management, LLC 1.10% Add +2.9% 19,605 $11.7M
Viewpoint Capital Management LLC 5.47% No change 19,585 $11.7M
Hyposwiss Advisors SA 11.56% No change 19,575 $11.7M
Fortitude Family Office, LLC 2.62% Reduce -0.1% 19,540 $11.7M
Stonehage Fleming Financial Services Holdings Ltd 0.42% Add +6.3% 19,455 $11.6M
Golden Road Advisors LLC 6.68% Reduce -1.1% 19,409 $11.6M
New England Private Wealth Advisors LLC 1.33% Add +2.0% 19,340 $11.6M
Soltis Investment Advisors LLC 0.75% Add +2.6% 19,313 $11.5M
Plan Group Financial, LLC 2.70% Reduce -30.0% 19,272 $11.5M
Pursuit Wealth Strategies, LLC 15.97% Add +0.4% 19,229 $11.5M
Hikari Power Ltd 1.00% No change 19,200 $11.5M
J. Mark Nickell & Co. 10.34% Reduce -7.2% 19,161 $11.4M
Nations Financial Group Inc, /Ia/ 0.59% Add +15.8% 19,131 $11.4M
Cannell & Spears LLC 0.23% Reduce -6.3% 19,125 $11.4M
Legacy Private Trust Co. 0.71% Reduce -0.3% 19,092 $11.4M
Leo Wealth, LLC 0.83% Add +13.7% 19,061 $11.4M
Junk Investment Group, LLC 5.95% — 18,992 $11.3M
Pine Valley Investments Ltd Liability Co 0.55% Add +2.8% 18,979 $11.3M
Beacon Bridge Wealth Partners, LLC 3.78% Reduce -1.4% 18,898 $11.3M
Independence Bank of Kentucky 1.43% Add +12.1% 18,872 $11.3M
WoodTrust Financial Corp 1.46% Reduce -25.9% 18,857 $11.3M
Pullen Investment Management, LLC 5.65% Reduce -0.0% 18,819 $11.2M
Websterrogers Financial Advisors, LLC 3.22% Add +3.9% 18,815 $11.2M
White Lighthouse Investment Management Inc. 1.56% Add +0.9% 18,812 $11.2M
Donaldson Capital Management, LLC 0.36% Add +3.9% 18,796 $11.2M
Magnus Financial Group LLC 0.92% Add +4.1% 18,771 $11.2M
Horizon Investments, LLC 0.13% Add +35.7% 18,688 $11.2M
Mission Wealth Management, LP 0.23% Add +8.8% 18,682 $11.2M
Creative Financial Designs Inc. 0.68% Add +2.6% 18,675 $11.2M
Serenus Wealth Advisors, LLC 2.23% Add +2.4% 18,670 $11.2M
Valor Advisors LLC 9.37% No change 17,758 $11.1M
Oath Planning, LLC 9.86% Add +20.4% 18,576 $11.1M
Rothschild Investment LLC 0.58% Add +6.3% 18,575 $11.1M
Rockland Trust Co. 0.44% Add +1.4% 18,519 $11.1M
First United Bank & Trust 3.59% Reduce -10.4% 18,510 $11.1M
Navigate Wealth Management, LLC 7.75% — 17,044 $11.0M
Cambridge Capital Management, LLC 4.72% Add +9.5% 18,332 $11.0M
OpenArc Corporate Advisory, LLC 0.16% Add +13.1% 18,299 $10.9M
Cannon Capital Management, Inc. 8.78% Add +11.1% 18,075 $10.8M
Cypress Point Wealth Management, LLC 2.32% Reduce -1.8% 18,059 $10.8M
Hudson Oak Wealth Advisory LLC 9.34% Add +1.4% 17,987 $10.7M
Strive Financial Group ,LLC 5.70% Add +17.4% 17,951 $10.7M
Agate Pass Investment Management, LLC 4.17% Add +76.2% 17,842 $10.7M
SP Asset Management LLC 0.94% Reduce -2.7% 17,838 $10.7M
Cornerstone National Bank & Trust Co 3.91% New 17,626 $10.6M
Wellspring Financial Advisors, LLC 0.80% Reduce -3.6% 350,676 $10.6M
Private Trust Co. NA 0.95% Reduce -3.2% 17,738 $10.6M
Five Pine Wealth Management 6.58% Add +2.6% 17,719 $10.6M
NORTHSTAR ASSET MANAGEMENT Co 2.38% Add +5.2% 17,715 $10.6M
Mittelman Wealth Management 6.59% Reduce -3.8% 17,684 $10.6M
Pitcairn Wealth Advisors LLC 0.97% No change 16,811 $10.5M
Pinnacle Associates Ltd. 0.14% Add +1.5% 17,622 $10.5M
Empower Advisory Group, LLC 0.03% Reduce -6.3% 17,596 $10.5M
Balefire, LLC 1.97% Add +5.3% 17,533 $10.5M
Relyea Zuckerberg Hanson LLC 1.05% Add +0.5% 17,484 $10.4M
West Bancorporation Inc. 5.21% Add +3.2% 17,479 $10.4M
Victrix Investment Advisors 3.78% Add +7.5% 17,432 $10.4M
BancFirst Trust & Investment Management 4.60% Reduce -1.6% 17,857 $10.4M
J.Safra Asset Management Corp 0.56% Add +0.2% 17,337 $10.4M
Burling Wealth Partners, LLC 1.67% Add +23.5% 17,327 $10.4M
Evernest Financial Advisors, LLC 2.15% Reduce -0.0% 15,729 $10.3M
McDonald Partners LLC 2.44% Add +33.0% 17,292 $10.3M
Clifford Swan Investment Counsel LLC 0.35% Reduce -1.1% 17,244 $10.3M
Financial Enhancement Group LLC 1.28% Add +22.4% 15,764 $10.3M
Birch Financial Group, LLC 6.01% Add +19.0% 17,218 $10.3M
Rockwood Wealth Management, LLC 0.74% Add +0.3% 17,193 $10.3M
Advyzon Investment Management, LLC 0.92% Add +16.8% 17,179 $10.3M
Global Financial Private Client, LLC 3.36% Add +12.7% 17,176 $10.3M
Sumitomo Mitsui Financial Group, Inc. 0.21% Reduce -1.2% 17,088 $10.2M
Gateway Wealth Partners, LLC 0.40% Add +412.4% 17,085 $10.2M
Vision Retirement, LLC 2.90% Add +5.4% 17,081 $10.2M
Arete Wealth Advisors, LLC 0.76% Reduce -21.1% 17,068 $10.2M
Pennsylvania Capital Management Inc. 2.93% Add +1.2% 17,058 $10.2M
Summit Financial Strategies, Inc. 0.80% Add +15.0% 17,039 $10.2M
Thomist Capital Management, LP 3.47% New 17,000 $10.2M
Bridgewealth Advisory Group, LLC 2.10% Add +3.5% 16,963 $10.1M
Red Cedar Investment Management, LLC 1.05% No change 16,900 $10.1M
MMBG Investment Advisors Co. 0.93% Add +0.9% 16,876 $10.1M
Sunburst Financial Group, LLC 1.94% Reduce -0.1% 16,842 $10.1M
Vestia Personal Wealth Advisors 4.72% Add +59.9% 16,809 $10.0M
Root Financial Partners, LLC 0.46% Add +4.9% 16,776 $10.0M
Family CFO Inc 4.48% Reduce -13.4% 16,727 $10.0M
Navis Wealth Advisors, LLC 5.10% Reduce -0.1% 16,719 $10.0M
Canvas Wealth Advisors, LLC 1.70% Add +0.5% 16,707 $10.0M
Cidel Asset Management Inc. 0.54% Add +71.1% 16,702 $10.0M
SeaCrest Wealth Management, LLC 1.07% Add +5.0% 16,686 $10.0M
Ashton Thomas Private Wealth, LLC 0.24% Reduce -9.5% 16,630 $9.9M
Smith Shellnut Wilson LLC 4.35% Reduce -54.4% 16,601 $9.9M
Duncan Williams Asset Management, LLC 2.74% Add +0.4% 16,547 $9.9M
Dakota Wealth Management 0.21% Add +0.8% 16,507 $9.9M
LS Investment Advisors, LLC 1.47% Reduce -12.2% 16,490 $9.9M
Thrive Wealth Management, LLC 1.47% Add +2.7% 16,490 $9.9M
Mitchell Sinkler & Starr 4.55% Add +2.2% 16,478 $9.8M
HighMark Wealth Management LLC 4.00% Add +5.3% 16,511 $9.8M
Florida Trust Wealth Management Co 0.28% Add +14.0% 16,439 $9.8M
CacheTech Inc. 1.88% Reduce -3.2% 16,354 $9.8M
Wealth Watch Advisors, INC 4.10% Add +4.2% 16,353 $9.8M
Staley Capital Advisers Inc. 0.41% Add +1.2% 16,295 $9.7M
Breakwater Capital Group 1.30% Add +1.2% 16,282 $9.7M
Tactive Advisors, LLC 2.74% Add +5.2% 16,272 $9.7M
Bank of New Hampshire 2.22% Reduce -3.0% 16,251 $9.7M
NavPoint Financial, Inc. 3.90% Add +0.8% 16,140 $9.6M
Bradley Foster & Sargent Inc. 0.15% Add +1.5% 16,082 $9.6M
SageView Advisory Group, LLC 0.35% Reduce -2.8% 16,080 $9.6M
Sovran Advisors, LLC 0.75% Add +3.9% 14,516 $9.6M
Good Steward Wealth Advisors,LLC 6.13% Add +14.6% 15,961 $9.5M
Smith, Moore & Co. 0.69% Reduce -12.0% 15,941 $9.5M
Fiduciary Alliance LLC 0.58% Add +1.9% 14,802 $9.5M
Ridgecrest Wealth Partners, LLC 5.25% Add +20.2% 15,930 $9.5M
Stratos Wealth Advisors, LLC 0.59% Reduce -72.9% 15,920 $9.5M
Stephen J. Garry & Associates, LLC 7.65% Reduce -2.9% 15,920 $9.5M
Adams Wealth Management 2.09% Reduce -1.8% 15,895 $9.5M
McKinley Carter Wealth Services, Inc. 0.54% Add +2.6% 15,722 $9.4M
Marble Harbor Investment Counsel, LLC 1.01% Add +0.1% 15,670 $9.4M
ICONIQ Capital, LLC 0.21% No change 15,664 $9.4M
Migdal Insurance & Financial Holdings Ltd. 0.08% Reduce -3.8% 15,635 $9.3M
Brooklyn Investment Group 0.29% Add +42.3% 15,585 $9.3M
Regal Investment Advisors LLC 0.54% Add +1.0% 15,523 $9.3M
Cedar Wealth Management, LLC 2.70% Add +4.5% 15,519 $9.3M
NBT Bank, N.A. 0.61% Reduce -9.0% 15,490 $9.3M
Causey Wealth LLC 3.92% Add +5.8% 15,469 $9.2M
Global Assets Advisory, LLC 2.64% Add +89.0% 19,890 $9.2M
Nwam LLC 0.53% Add +3.8% 15,443 $9.2M
Everest Financial Group LLC 1.52% New 15,436 $9.2M
Eastern Bank 0.16% Reduce -6.1% 15,396 $9.2M
Defined Wealth Management, LLC 5.38% Add +0.9% 15,365 $9.2M
M3 Advisory Group, LLC 5.66% Add +5.9% 15,361 $9.2M
First Horizon Corp. 0.38% Reduce -41.1% 15,357 $9.2M
Thrive Capital Management, LLC 2.00% Add +18.3% 15,301 $9.1M
Lavelle Capital LP 5.67% No change 15,286 $9.1M
Peak Asset Management, LLC 1.61% Add +2.9% 15,262 $9.1M
Alpha Financial Advisors, LLC 2.79% Add +0.6% 15,257 $9.1M
Bank of Nova Scotia 0.02% Reduce -5.9% 15,183 $9.1M
Fonville Wealth Management LLC 1.72% Reduce -5.9% 15,142 $9.0M
New York Life Investment Management LLC 0.08% Add +26.1% 15,142 $9.0M
Hexagon Capital Partners LLC 1.32% Add +0.6% 15,137 $9.0M
Hurley Capital, LLC 4.86% Reduce -0.7% 15,137 $9.0M
North Star Asset Management Inc. 0.39% Add +6.0% 15,101 $9.0M
Traveka Wealth, LLC 3.43% Reduce -3.8% 15,052 $9.0M
Headlands Technologies LLC 1.02% Reduce -83.0% 15,025 $9.0M
Parthenon LLC 1.02% Add +3.6% 14,995 $9.0M
LifePlan Investment Advisors, Inc. 3.52% Reduce -7.3% 14,989 $9.0M
Tudor Financial Inc. 4.58% Reduce -0.8% 14,980 $9.0M
Lloyd Advisory Services, LLC. 2.56% Add +45.7% 14,971 $8.9M
Kingdom Financial Group LLC. 2.56% Reduce -2.6% 14,971 $8.9M
UMB Bank, n.a. 0.12% Reduce -3.0% 14,950 $8.9M
MorganRosel Wealth Management, LLC 3.51% Reduce -9.1% 14,898 $8.9M
Stratos Investment Management, LLC 0.36% Add +0.1% 14,896 $8.9M
PCM Encore, LLC 1.83% Add +24.8% 14,890 $8.9M
Waterfront Wealth Inc. 1.63% Add +15.4% 14,868 $8.9M
Mairs & Power Inc. 0.09% New 14,866 $8.9M
Graetz Wealth LLC 7.93% Reduce -10.1% 14,857 $8.9M
Destination Wealth Management 0.23% Add +21.1% 14,848 $8.9M
Trilogy Capital Inc. 0.39% Reduce -1.0% 14,835 $8.9M
Cypress Wealth Services, LLC 1.25% Add +8.6% 14,784 $8.8M
DMKC Advisory Services, LLC 3.68% Reduce -14.3% 14,783 $8.8M
Flputnam Investment Management Co. 0.13% Reduce -17.8% 14,769 $8.8M
Ategra Capital Management, LLC 4.90% No change 14,724 $8.8M
Wealth Enhancement Trust Services, Inc. 1.06% Reduce -9.8% 14,688 $8.8M
VestGen Advisors, LLC 0.25% Reduce -67.5% 12,907 $8.8M
Greenwich Wealth Management LLC 0.36% Reduce -2.1% 14,655 $8.8M
Segall Bryant & Hamill, LLC 0.13% Reduce -27.8% 14,651 $8.8M
Mackenzie Financial Corp. 0.01% Add +8.5% 14,647 $8.8M
Saxony Capital Management, LLC 5.08% Add +13.7% 14,642 $8.7M
Founders Grove Wealth Partners, LLC 1.99% Reduce -1.2% 14,620 $8.7M
Attessa Capital LLC 4.74% Add +5.3% 14,596 $8.7M
Capital Planning Advisors, LLC 1.26% Add +7.9% 14,588 $8.7M
Greenhouse Wealth Management, LLC 5.38% Reduce -0.4% 14,550 $8.7M
Affinity Capital Advisors, LLC 1.22% Add +53.4% 14,545 $8.7M
Columbus Macro, LLC 0.92% Add +0.2% 14,487 $8.7M
One Capital Management, LLC 0.24% Add +25.0% 14,481 $8.7M
Kathmere Capital Management, LLC 0.53% Add +2.5% 14,429 $8.6M
KDT Advisors, LLC 13.66% No change 14,354 $8.6M
Westshore Wealth, LLC 3.01% Add +5.8% 14,344 $8.6M
Tolleson Wealth Management, Inc. 1.25% Add +7.6% 14,327 $8.6M
DF Dent & Co. Inc. 0.16% Reduce -1.1% 14,316 $8.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.86% Add +7.1% 13,008 $8.6M
Stone Wealth Partners 7.68% Add +3.3% 14,310 $8.6M
Sykon Capital LLC 2.84% Add +22.7% 14,271 $8.5M
Waller Financial Planning Group, Inc. 1.88% Add +6.0% 14,269 $8.5M
Chevy Chase Trust Holdings, LLC 0.02% Reduce -7.1% 14,242 $8.5M
Embree Financial Group 1.00% Reduce -0.4% 14,221 $8.5M
Smith Partners Wealth Management, LLC 7.60% Add +22.1% 14,206 $8.5M
Alta Advisers Ltd 3.07% Reduce -4.1% 14,178 $8.5M
Burkett Asset Management Ltd 8.35% Add +6.4% 14,174 $8.5M
Marks Group Wealth Management, Inc 0.82% Add +0.8% 14,159 $8.5M
Citizens Business Bank 1.38% Reduce -5.4% 14,142 $8.5M
TFO Wealth Partners, LLC 1.15% Add +37.9% 14,107 $8.4M
Fermata Advisors, LLC 1.89% Reduce -6.8% 14,073 $8.4M
Calamos Wealth Management LLC 0.29% Add +10.1% 14,062 $8.4M
Calamos Advisors LLC 0.04% New 14,062 $8.4M
Westfuller Advisors, LLC 3.63% Add +1.0% 14,057 $8.4M
Accent Capital Management, LLC 4.07% Reduce -0.6% 14,054 $8.4M
Csenge Advisory Group 0.38% Add +0.1% 13,994 $8.4M
Pallas Capital Advisors LLC 0.31% Reduce -14.2% 13,992 $8.4M
Montecito Bank & Trust 1.37% Reduce -2.3% 13,972 $8.3M
Stegner Investment Associates Inc. 4.57% No change 13,954 $8.3M
Sage Financial Management Group, Inc. 2.56% Reduce -3.3% 13,942 $8.3M
Berman McAleer LLC 1.14% Add +0.8% 13,922 $8.3M
Great Lakes Advisors, LLC 0.07% Add +3.1% 13,890 $8.3M
CWA Asset Management Group, LLC 0.28% Reduce -2.0% 13,875 $8.3M
Louisbourg Investments Inc. 1.57% Add +4.8% 13,866 $8.3M
Daybright Advisory Services, Inc. 2.29% Add +15.2% 13,860 $8.3M
Focus Financial Network, Inc. 0.30% Add +15.0% 13,858 $8.3M
Pettyjohn, Wood & White, Inc. 1.32% Add +1.4% 13,841 $8.3M
Bawa N Mallick Trust 3.38% No change 13,801 $8.2M
Dana Investment Advisors, Inc. 0.25% Reduce -4.1% 13,772 $8.2M
Clarity Capital Advisors, LLC 3.81% Add +11.3% 13,683 $8.2M
Wellington Shields Capital Management, LLC 1.23% Add +57.1% 13,663 $8.2M
Advisors Capital Management, LLC 0.10% Add +7.5% 13,645 $8.2M
SMART Wealth LLC 2.38% Add +1.6% 13,618 $8.1M
Monetta Financial Services Inc. 6.25% No change 13,500 $8.1M
Connable Office Inc. 0.79% Add +2.5% 13,496 $8.1M
First City Capital Management, Inc. 4.27% Add +6.0% 13,477 $8.1M
Sound Income Strategies, LLC 0.39% Reduce -1.5% 13,344 $8.0M
GSG Advisors LLC 2.09% Add +5.4% 13,446 $8.0M
LexAurum Advisors, LLC 1.05% — 13,438 $8.0M
Victory Capital Management Inc. 0.01% Reduce -22.6% 13,420 $8.0M
Everett Harris & Co. 0.10% Reduce -48.6% 13,377 $8.0M
Waystone Advisors LLC 7.13% Add +4.8% 13,350 $8.0M
Prasad Wealth Partners, LLC 2.17% Add +5.9% 13,325 $8.0M
Primoris Wealth Advisors, LLC 5.58% Add +2.1% 13,319 $8.0M
Canal Capital Management, LLC 1.07% Reduce -1.9% 13,217 $7.9M
Clear Creek Financial Management, LLC 0.60% Reduce -13.2% 13,157 $7.9M
Violich Capital Management, Inc. 0.92% Add +4.9% 13,127 $7.8M
Hudock, Inc. 1.15% Reduce -8.3% 13,123 $7.8M
Select Asset Management & Trust 2.44% Add +454.3% 13,099 $7.8M
Balboa Wealth Partners 1.32% Reduce -28.8% 13,098 $7.8M
Warner Financial, Inc. 2.68% Add +3.9% 13,090 $7.8M
Stokes Family Office, LLC 0.81% Reduce -0.3% 13,083 $7.8M
Transcend Capital Advisors, LLC 0.63% Reduce -8.7% 13,067 $7.8M
Strengthening Families & Communities, LLC 1.95% New 13,066 $7.8M
Titleist Asset Management, LLC 0.59% Add +10.7% 13,041 $7.8M
Vista Capital Partners, Inc. 0.78% Add +22.6% 13,035 $7.8M
LOM Asset Management Ltd 2.23% Reduce -0.5% 12,997 $7.8M
Midland Wealth Advisors, LLC 0.40% Reduce -2.6% 12,922 $7.7M
Moors & Cabot, Inc. 0.33% Add +19.0% 12,915 $7.7M
Flow Traders U.S. LLC 0.24% New 12,897 $7.7M
Per Stirling Capital Management, LLC. 0.85% Reduce -40.9% 12,895 $7.7M
Capital Asset Managemnet, LLC 8.66% Add +0.5% 12,877 $7.7M
TRUE Private Wealth Advisors 0.73% Add +8.2% 12,831 $7.7M
SteelPeak Wealth, LLC 0.24% Add +4.7% 12,812 $7.7M
First Financial Bankshares Inc 0.15% Reduce -83.6% 12,800 $7.6M
D'Orazio & Associates, Inc. 0.99% Add +3.5% 12,770 $7.6M
LongView Wealth Management 1.91% Add +34.0% 11,940 $7.6M
Collective Family Office LLC 1.71% Reduce -5.0% 12,744 $7.6M
Russell Investments Group, Ltd. 0.01% Add +72.5% 12,732 $7.6M
Finward Bancorp 6.07% Add +4.4% 12,717 $7.6M
Tanager Wealth Management LLP 0.74% Reduce -12.6% 12,711 $7.6M
Cove Private Wealth, LLC 1.73% Add +62.8% 12,703 $7.6M
August Group Capital Ltd 8.81% Add +3.2% 12,703 $7.6M
Quadrant Capital Group LLC 0.23% Add +3.5% 12,687 $7.6M
Kera Capital Partners, Inc. 0.93% Reduce -0.4% 12,681 $7.6M
Keystone Wealth Services, LLC 1.62% Reduce -1.8% 12,669 $7.6M
Peregrine Asset Advisers, Inc. 2.04% Add +9.2% 12,653 $7.6M
Harel Insurance Investments & Financial Services Ltd. 0.05% Reduce -26.2% 12,737 $7.6M
Oxford Financial Group, LTD. LLC 0.41% Add +0.1% 12,601 $7.5M
Prospect Financial Services LLC 4.60% Add +11.2% 12,601 $7.5M
Jordan Park Group LLC 0.40% Add +29.9% 12,600 $7.5M
HighPoint Advisor Group LLC 0.32% Reduce -1.2% 12,600 $7.5M
TritonPoint Partners, LLC 2.77% Reduce -2.2% 12,589 $7.5M
Sax Wealth Advisors, LLC 0.36% Reduce -5.7% 11,958 $7.5M
LaSalle St. Investment Advisors, LLC 1.05% Reduce -6.2% 12,516 $7.5M
RW Investment Management LLC 0.72% — 12,516 $7.5M
Financial Planning Hawaii, Inc. 4.41% Reduce -2.1% 12,509 $7.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Add +0.5% 12,558 $7.5M
Sequent Asset Management, LLC 3.56% Reduce -7.8% 12,453 $7.4M
SouthState Bank Corp 0.35% Add +46.4% 12,425 $7.4M
Blue Bell Private Wealth Management, LLC 1.07% Add +10.1% 12,422 $7.4M
Rossby Financial, LCC 1.55% Add +269.2% 12,304 $7.4M
Milestone Asset Management Group, LLC 4.32% Add +5.0% 12,371 $7.4M
Bath Savings Trust Co 0.79% Add +37.5% 12,371 $7.4M
Forum Financial Management, LP 0.10% Add +0.9% 12,367 $7.4M
Gerber Kawasaki Wealth & Investment Management 0.24% Add +4.2% 12,359 $7.4M
Centurion Wealth Management LLC 1.67% Add +17.0% 12,355 $7.4M
First American Trust, FSB 0.50% Add +1.3% 12,339 $7.4M
Signal Advisors Wealth, LLC 0.51% Add +34.0% 12,318 $7.4M
Newman Dignan & Sheerar, Inc. 1.55% Reduce -2.1% 12,296 $7.3M
21 West Wealth Management LLC 6.82% Add +1.5% 12,281 $7.3M
S.A. Mason LLC 2.75% Add +32.0% 12,255 $7.3M
CRA Financial Services, LLC 0.95% Add +7.7% 12,251 $7.3M
Safeguard Investment Advisory Group, LLC 2.02% Reduce -1.8% 12,245 $7.3M
Landing Point Financial Group, LLC 3.54% Reduce -0.3% 12,210 $7.3M
EdgeRock Capital LLC 1.97% Reduce -9.8% 12,186 $7.3M
Brooks, Moore & Associates, Inc. 3.64% Reduce -5.4% 12,133 $7.3M
Crumly & Associates Inc. 1.52% Reduce -0.4% 12,127 $7.2M
Whittier Trust Co. 0.08% Reduce -2.4% 11,917 $7.2M
Coerente Capital Management 1.33% No change 12,000 $7.2M
GAM Holding AG 0.63% Reduce -46.1% 12,000 $7.2M
Skyline Advisors, Inc. 2.50% New 11,974 $7.2M
Kitching Partners, LLC 6.59% Add +0.1% 11,959 $7.1M
Calton & Associates, Inc. 1.03% Add +5.9% 11,959 $7.1M
Park National Corp. 0.22% Add +10.3% 11,958 $7.1M
Vanguard Personalized Indexing Management, LLC 0.07% Reduce -8.1% 11,945 $7.1M
Miramontes Capital, LLC 2.47% Add +13.7% 11,926 $7.1M
Element Pointe Advisors, LLC 1.34% Reduce -20.4% 11,911 $7.1M
Tempo Wealth, LLC 1.24% Add +2.5% 11,883 $7.1M
Essex Financial Services, Inc. 0.40% Add +4.4% 11,866 $7.1M
Armstrong Advisory Group, Inc. 0.47% Reduce -1.2% 11,837 $7.1M
Black Diamond Financial, LLC 0.77% Add +11.7% 11,825 $7.1M
PFC Capital Group, Inc. 3.11% Add +5.7% 11,792 $7.0M
Denver PWM, LLC 2.42% Reduce -25.6% 10,386 $7.0M
Crewe Advisors LLC 0.60% Add +1.5% 11,754 $7.0M
Hills Bank & Trust Co 0.34% Reduce -1.8% 11,735 $7.0M
WealthCare Investment Partners, LLC 1.95% Add +3.8% 11,574 $7.0M
Birchbrook, Inc. 3.43% Add +585350.0% 11,709 $7.0M
Silver Grove Financial Group, Inc. 5.62% Add +1.4% 11,688 $7.0M
Waters Parkerson & Co., LLC 0.36% Add +6.8% 11,649 $7.0M
Hutchens & Kramer Investment Management Group, LLC 2.19% Add +8.5% 11,626 $6.9M
Salem Investment Counselors Inc. 0.20% Reduce -1.4% 11,600 $6.9M
Amundi 0.00% Reduce -1.9% 11,597 $6.9M
Lyell Wealth Management, LP 0.51% Reduce -0.9% 11,597 $6.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.19% Add +0.3% 11,552 $6.9M
Menora Mivtachim Holdings LTD. 0.03% Add +27.8% 11,487 $6.9M
Jaffetilchin Investment Partners, LLC 0.41% Reduce -2.1% 11,463 $6.8M
Quest 10 Wealth Builders, Inc. 5.98% Reduce -3.4% 11,425 $6.8M
A4 Wealth Advisors LLC 5.67% Add +121.8% 11,423 $6.8M
Benchmark Financial Wealth Advisors, LLC 1.89% Reduce -2.8% 11,413 $6.8M
1900 Wealth Management LLC 0.44% Reduce -0.2% 11,348 $6.8M
Klingman & Associates, LLC 0.33% Add +2.6% 11,339 $6.8M
Clark Capital Management Group, Inc. 0.04% Reduce -1.3% 11,333 $6.8M
Atlatl Advisers LLC 5.01% Reduce -65.7% 11,295 $6.7M
ARS Wealth Advisors Group, LLC 0.57% Reduce -0.3% 11,277 $6.7M
Reliant Investment Partners, LLC 5.58% Add +3.0% 11,266 $6.7M
Tidal Investments LLC 0.02% Reduce -13.3% 11,198 $6.7M
Midwest Financial Network, LLC 5.31% Reduce -15.3% 11,181 $6.7M
JFS Wealth Advisors, LLC 0.37% Add +0.8% 11,166 $6.7M
Dougherty & Associates, LLC 6.12% Add +1.8% 11,153 $6.7M
Legacy Capital Wealth Partners, LLC 1.37% Reduce -3.0% 11,151 $6.7M
Orser Capital Management, LLC 4.35% Reduce -0.9% 11,141 $6.7M
Insight Advisors, LLC/ PA 1.26% Add +2.5% 11,106 $6.6M
Marotta Asset Management 1.22% Reduce -10.3% 11,015 $6.6M
BCS Private Wealth Management, Inc. 2.01% Reduce -3.6% 11,077 $6.6M
Wick Capital Partners, LLC 1.21% Add +7.4% 11,064 $6.6M
Rockbridge Investment Management, LCC 0.59% Add +0.1% 11,042 $6.6M
Eclectic Associates Inc. 0.87% Add +7.9% 11,016 $6.6M
Allegiance Financial Group Advisory Services LLC 1.31% Reduce -9.5% 11,010 $6.6M
Coastline Trust Co 0.65% Reduce -2.9% 10,992 $6.6M
BSW Wealth Partners 0.80% Reduce -6.8% 10,981 $6.6M
Evelyn Partners Asset Management Ltd 1.61% Reduce -0.1% 10,968 $6.6M
Aprio Wealth Management, LLC 0.36% Add +12.7% 10,920 $6.5M
Partners in Financial Planning 1.08% Add +3.3% 10,919 $6.5M
BCGM Wealth Management, LLC 1.63% Add +0.9% 10,889 $6.5M
Market Street Wealth Management Advisors LLC 1.02% Reduce -1.0% 10,851 $6.5M
Atlantic Union Bankshares Corp 0.12% Reduce -19.9% 10,841 $6.5M
Hoxton Planning & Management, LLC 1.93% Add +0.4% 10,784 $6.4M
Detalus Advisors, LLC 1.47% Add +0.0% 10,756 $6.4M
Phillips Wealth Planners LLC 4.84% Reduce -2.1% 9,431 $6.4M
Trust Co. of Oklahoma 1.87% Add +1.4% 10,722 $6.4M
ERn Financial, LLC 1.20% Reduce -0.4% 10,720 $6.4M
Strata Wealth Advisors, LLC 1.76% Add +175.3% 10,718 $6.4M
Courier Capital LLC 0.36% Reduce -9.6% 10,675 $6.4M
Axis Wealth Partners, LLC 3.39% Add +3.0% 10,659 $6.4M
Vista Investment Partners Ii, LLC 2.86% Add +6.9% 10,655 $6.4M
PDS Planning, Inc 0.42% Add +3.9% 10,605 $6.3M
West Michigan Advisors, LLC 1.39% Add +3.8% 10,591 $6.3M
YHB Investment Advisors, Inc. 0.45% Reduce -10.2% 10,583 $6.3M
Luken Investment Analytics, LLC 2.42% Reduce -1.8% 10,572 $6.3M
Signaturefd, LLC 0.10% Reduce -2.8% 10,546 $6.3M
First Hawaiian Bank 0.88% No change 10,546 $6.3M
Marino Management, LLC 1.15% No change 10,836 $6.3M
United Advisor Group, LLC 0.78% Add +7.2% 10,524 $6.3M
Capital Wealth Management, LLC 1.70% Add +15.2% 10,513 $6.3M
Tradition Wealth Management, LLC 0.45% Add +2.7% 10,485 $6.3M
Mattern Capital Management, LLC 0.75% No change 10,470 $6.3M
Werba Rubin Papier Wealth Management 0.87% Add +7.2% 10,438 $6.2M
Founders Financial Securities LLC 0.35% Reduce -63.4% 9,963 $6.2M
Ehrenkranz Partners L.P. 4.92% Add +0.5% 10,406 $6.2M
Helium Advisors LLC 5.95% Reduce -6.2% 10,407 $6.2M
Platform Technology Partners 1.20% Reduce -2.1% 10,403 $6.2M
Everest Private Wealth 3.14% Add +2.8% 10,374 $6.2M
Sanchez Gaunt Capital Management, LLC 3.87% — 10,367 $6.2M
Seamount Financial Group Inc. 2.79% Add +4.7% 10,365 $6.2M
Elser Financial Planning, Inc 0.30% Add +13.8% 10,304 $6.2M
Westerkirk Capital Inc. 0.66% Reduce -78.4% 10,300 $6.2M
Childress Capital Advisors, LLC 1.11% Add +4.4% 10,271 $6.1M
Sigma Investment Counselors Inc. 0.32% Reduce -4.2% 10,255 $6.1M
Single Point Partners, LLC 1.22% Add +1.9% 10,253 $6.1M
Sovereign Financial Group, Inc. 1.07% Reduce -1.6% 10,251 $6.1M
Generation Capital Management LLC 4.47% Reduce -5.3% 10,239 $6.1M
Walter & Keenan Wealth Management LLC /in/ 1.72% Add +4.6% 10,233 $6.1M
Northstar Asset Management Inc. 1.87% No change 10,220 $6.1M
Stanley-Laman Group, Ltd. 0.75% Reduce -28.5% 10,215 $6.1M
Fortress Private Ledger, LLC 1.90% Add +5.8% 10,185 $6.1M
Yarger Wealth Strategies, LLC 2.47% Add +0.8% 10,174 $6.1M
ZWJ Investment Counsel Inc. 0.22% Add +11.4% 10,140 $6.1M
Woodmont Investment Counsel LLC 0.37% Add +12.2% 10,108 $6.0M
Pinnacle Wealth Management Advisory Group, LLC 0.41% Add +0.3% 10,108 $6.0M
Mayflower Financial Advisors, LLC 0.73% Add +2.0% 10,102 $6.0M
Bill Few Associates, Inc. 1.44% Add +29.1% 10,079 $6.0M
Ignite Planners, LLC 0.93% Reduce -3.3% 10,061 $6.0M
Beacon Advisors Holdings, LLC 3.21% Add +0.3% 10,034 $6.0M
Everhart Financial Group, Inc. 0.51% Add +13.8% 10,025 $6.0M
Koenig Investment Advisory, LLC 5.07% Add +8.1% 9,989 $6.0M
Apollon Financial, LLC 0.82% Reduce -0.1% 9,956 $5.9M
Signature Estate & Investment Advisors LLC 0.12% Add +4.0% 9,950 $5.9M
Douglass Winthrop Advisors, LLC 0.11% Reduce -6.4% 9,913 $5.9M
Anchor Investment Management, LLC 0.49% Reduce -0.2% 9,897 $5.9M
Palisade Asset Management, LLC 0.59% Add +3.1% 9,884 $5.9M
Blue Edge Capital, LLC 0.78% Add +4.5% 9,876 $5.9M
Magnolia Capital Advisors LLC 1.16% Add +22.3% 9,857 $5.9M
Braun-Bostich & Associates Inc. 3.69% Add +56.2% 9,857 $5.9M
Revere Asset Management, Inc 3.01% Add +0.5% 9,848 $5.9M
Fire Capital Management LLC 2.75% Reduce -5.7% 9,833 $5.9M
Meeder Advisory Services, Inc. 0.25% Add +60.4% 9,832 $5.9M
Armbruster Capital Management, Inc. 0.96% Reduce -6.7% 9,818 $5.9M
Fortis Capital Advisors, LLC 0.76% Add +12.6% 9,756 $5.8M
Invariant Investment Management 3.56% Add +18.8% 9,255 $5.8M
Community Bank of Raymore 3.87% Add +0.1% 9,667 $5.8M
FAS Wealth Partners, Inc. 0.36% Add +3.0% 9,596 $5.7M
Biltmore Family Office, LLC 0.80% Add +1.0% 9,577 $5.7M
Rothschild Wealth LLC 0.52% Add +8.9% 9,566 $5.7M
Ceera Investments, LLC 2.50% New 9,540 $5.7M
Two Sigma Securities, LLC 0.66% New 9,535 $5.7M
Christensen, King & Associates Investment Services, Inc. 2.44% Add +1.1% 9,526 $5.7M
First Trust Advisors LP 0.00% Reduce -14.4% 9,510 $5.7M
Saxon Interests, Inc. 1.96% Reduce -2.2% 9,482 $5.7M
Gouws Capital LLC 3.00% Reduce -3.5% 9,474 $5.7M
LVW Advisors, LLC 0.55% Add +23.0% 9,456 $5.7M
Family Wealth Partners, LLC 1.92% Reduce -0.9% 9,408 $5.6M
Genus Capital Management Inc. 0.64% Add +11.8% 9,406 $5.6M
Raffa Wealth Management, LLC 0.87% Add +0.3% 9,363 $5.6M
Seven Mile Advisory 4.03% Add +8.8% 9,349 $5.6M
Frisch Financial Group, Inc. 1.17% Reduce -0.3% 9,348 $5.6M
Asset Dedication, LLC 0.39% Reduce -6.1% 9,310 $5.6M
DGS Capital Management, LLC 0.92% Reduce -8.3% 9,298 $5.6M
Davis R M Inc. 0.10% Add +3.3% 9,233 $5.5M
Bfsg, LLC 0.52% Reduce -1.0% 9,227 $5.5M
BLB&B Advisors, LLC 0.23% Add +40.5% 9,207 $5.5M
Wright Wealth LLC 3.67% Reduce -1.7% 9,184 $5.5M
Baldwin Investment Management, LLC 0.64% Add +3.3% 9,177 $5.5M
Flagstar Securities, Inc. 1.98% Reduce -2.0% 9,153 $5.5M
Prepared Retirement Institute LLC 2.71% Add +1.5% 9,146 $5.5M
Jackson, Grant Investment Advisers, Inc. 1.82% Reduce -0.3% 9,131 $5.5M
QTR Family Wealth, LLC 2.27% Reduce -6.2% 8,546 $5.5M
Reliant Wealth Planning 1.64% Reduce -0.7% 9,086 $5.4M
Tyche Wealth Partners LLC 0.84% Add +2.8% 9,074 $5.4M
Capital Wealth Alliance, LLC 2.45% Reduce -11.0% 9,072 $5.4M
Kastel Capital Advisors, LLC 3.31% No change 8,608 $5.4M
Parker Investment Management, LLC 0.82% Reduce -1.9% 8,996 $5.4M
XML Financial, LLC 0.43% Reduce -1.0% 8,980 $5.4M
Essex Bank 1.18% Add +1.0% 8,964 $5.4M
Advisory Alpha, LLC 0.15% Add +7.6% 8,946 $5.3M
Ameriflex Group, Inc. 2.71% Add +4.8% 8,945 $5.3M
Cambria Investment Management, L.P. 0.30% Reduce -22.8% 8,935 $5.3M
Twin Peaks Wealth Advisors, LLC 1.34% Add +22.3% 8,927 $5.3M
Rf&l Wealth Management, LLC 3.99% Add +1.1% 8,919 $5.3M
D.B. Root & Company, LLC 1.27% Reduce -3.4% 8,907 $5.3M
Moss Adams Wealth Advisors LLC 0.39% Add +0.3% 8,886 $5.3M
Comprehensive Financial Planning, Inc. 3.67% Add +0.6% 8,861 $5.3M
Redhawk Wealth Advisors, Inc. 0.58% Reduce -27.8% 8,855 $5.3M
Quartz Partners, LLC 2.04% Add +0.7% 8,842 $5.3M
GW Henssler & Associates Ltd. 0.25% Reduce -87.4% 8,841 $5.3M
Heritage Trust Co 0.53% Add +6.8% 8,811 $5.3M
PGIM Custom Harvest LLC 0.08% Reduce -6.2% 8,810 $5.3M
Truepoint, Inc. 0.12% Add +18.0% 8,804 $5.3M
Gainplan LLC 3.94% Reduce -40.7% 8,787 $5.3M
Keeler Thomas Management LLC 2.22% New 8,785 $5.2M
Welch Group, LLC 0.20% Reduce -12.0% 8,775 $5.2M
Whalerock Point Partners, LLC 1.05% No change 8,750 $5.2M
Minot DeBlois Advisors LLC 4.74% Add +26.4% 8,748 $5.2M
Bollard Group LLC 0.16% Add +29.1% 8,744 $5.2M
Arthur M. Cohen & Associates, LLC 0.93% Reduce -0.5% 8,662 $5.2M
Bulltick Wealth Management, LLC 1.14% Add +513.2% 8,665 $5.2M
Lake Street Private Wealth, LLC 0.66% Reduce -46.2% 8,634 $5.2M
McAdam, LLC 0.23% Add +9.6% 8,626 $5.2M
My Personal CFO, LLC 2.26% No change 8,618 $5.1M
Modus Advisors, LLC 1.42% Add +0.6% 8,616 $5.1M
American Investment Services, Inc. 1.15% Add +4.4% 8,609 $5.1M
Jacobi Capital Management LLC 0.29% Add +8.8% 8,598 $5.1M
Kestra Investment Management, LLC 0.09% Reduce -3.8% 8,597 $5.1M
Hancock Whitney Corp. 0.09% Add +17.7% 8,116 $5.1M
Valued Retirements, Inc. 5.01% Reduce -1.1% 8,582 $5.1M
PVG Asset Management Corp. 3.04% Add +173.5% 7,384 $5.1M
HCR Wealth Advisors 0.53% Add +4.8% 8,552 $5.1M
Dala Group, LLC 4.27% Reduce -2.4% 8,549 $5.1M
Next Capital Management LLC 1.54% Add +1.1% 8,533 $5.1M
Evolve Private Wealth, LLC 0.27% Add +78.1% 8,533 $5.1M
Lazard Asset Management LLC 0.01% Reduce -30.5% 8,498 $5.1M
MBL Wealth, LLC 0.38% Add +1.7% 8,490 $5.1M
ICW Investment Advisors LLC 1.83% Reduce -7.3% 8,474 $5.1M
Hardin Capital Partners, LLC 2.35% Add +23.6% 8,466 $5.1M
Sulzberger Capital Advisors, Inc. 5.16% Add +2.6% 8,453 $5.1M
Ledgewood Wealth Advisors, LLC 2.84% Reduce -0.3% 8,453 $5.1M
Legacy PCG, LLC 27.49% Reduce -85.8% 8,444 $5.0M
Curi Capital, LLC 0.09% Reduce -4.3% 8,438 $5.0M
CFM Wealth Partners LLC 0.76% Reduce -0.4% 8,438 $5.0M
Maripau Wealth Management LLC 2.21% Add +48.0% 8,430 $5.0M
RKL Wealth Management LLC 0.45% Reduce -1.6% 8,418 $5.0M
Vision Capital Management, Inc. 0.63% Reduce -0.8% 8,329 $5.0M
Strategic Investment Solutions, Inc. 1.20% Reduce -4.4% 8,311 $5.0M
Wiser Advisor Group LLC 5.98% Reduce -1.6% 8,281 $4.9M
NerdWallet Wealth Partners, LLC 2.16% Reduce -4.6% 8,276 $4.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.04% Add +146.3% 8,250 $4.9M
Xcel Wealth Management, LLC 1.40% Add +2.0% 8,235 $4.9M
Liberty Wealth Management LLC 0.61% Add +2.1% 8,226 $4.9M
Farnam Financial LLC 4.04% Add +5.8% 8,218 $4.9M
Attestor Capital Ltd 1.29% No change 8,218 $4.9M
Charter Capital Management, LLC\DE 2.44% Add +3.0% 8,150 $4.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -30.0% 8,147 $4.9M
Hanover Advisors Inc. 1.98% Reduce -0.0% 8,144 $4.9M
Penobscot Wealth Management 1.44% Add +6.3% 8,144 $4.9M
Trust Co. of Toledo NA 0.46% Add +12.4% 8,125 $4.9M
Foster Dykema Cabot & Partners, LLC 0.31% No change 8,120 $4.9M
MetLife Investment Management, LLC 0.02% No change 8,102 $4.8M
MassMutual Private Wealth & Trust, FSB 0.13% Reduce -64.7% 8,096 $4.8M
Red Crane Wealth Management, LLC 3.96% Reduce -1.5% 8,062 $4.8M
JTC Employer Solutions Trustee Ltd 0.40% No change 8,055 $4.8M
Vectors Research Management, LLC 1.40% Reduce -9.6% 8,043 $4.8M
IPG Investment Advisors LLC 0.82% Add +8.2% 8,014 $4.8M
Cardinal Point Capital Management ULC 0.29% Add +89.0% 8,010 $4.8M
Legacy Financial Strategies, LLC 0.86% Reduce -8.0% 8,010 $4.8M
Southland Equity Partners LLC 0.93% Add +3.8% 7,999 $4.8M
Fulcrum Wealth Advisors, LLC 3.95% Reduce -18.0% 7,989 $4.8M
WESPAC Advisors, LLC 2.61% Add +7.3% 7,989 $4.8M
CFC Planning Co LLC 3.44% Add +17.7% 7,983 $4.8M
John W. Brooker & Co., CPAs 7.51% Add +161.5% 7,980 $4.8M
Boyd Watterson Asset Management LLC 1.46% Reduce -1.7% 7,945 $4.7M
Aaron Wealth Advisors LLC 0.27% Reduce -3.9% 7,919 $4.7M
Allen Mooney & Barnes Investment Advisors LLC 0.68% Add +0.5% 7,918 $4.7M
W1M Asset Management Ltd 0.05% Reduce -59.1% 7,886 $4.7M
Cogent Private Wealth, Inc. 3.40% Add +3.9% 7,883 $4.7M
Ducere Wealth Management LLC 1.87% Reduce -27.8% 7,863 $4.7M
Uhlmann Price Securities, LLC 0.32% New 7,786 $4.7M
S Harris Financial Group, LLC 4.25% Reduce -0.2% 7,795 $4.7M
L.K. Benson & Company, P.C. 1.54% Add +0.7% 7,775 $4.6M
Legacy Edge Advisors, LLC 0.49% Reduce -2.4% 7,771 $4.6M
LRI Investments, LLC 0.41% Add +22.4% 7,768 $4.6M
1776 Wealth LLC 1.82% Add +11.3% 7,762 $4.6M
Kirtland Hills Capital Management, LLC 1.46% Add +29.4% 7,041 $4.6M
Intrua Financial, LLC 0.49% Add +13.0% 7,683 $4.6M
Pasadena Private Wealth, LLC 0.64% Add +5.7% 7,645 $4.6M
Schrum Private Wealth Management LLC 3.48% Add +2.7% 7,641 $4.6M
Able Wealth Management LLC 1.22% Add +86.4% 7,606 $4.5M
Sagace Wealth Management LLC 3.07% Reduce -1.4% 7,571 $4.5M
Eschler Asset Management LLP 4.50% No change 7,552 $4.5M
Nicholson Wealth Management Group, LLC 2.64% Reduce -11.6% 7,550 $4.5M
Omnitrust Wealth Management, Inc 5.83% Reduce -47.4% 7,534 $4.5M
Colter Lewis Investment Partners LLC 4.23% Add +37.0% 7,518 $4.5M
Crux Wealth Advisors 1.72% Reduce -1.4% 7,504 $4.5M
Hudson Bay Capital Management LP 0.03% No change 7,500 $4.5M
Silver Oak Securities, Incorporated 0.33% Reduce -42.6% 7,470 $4.5M
Aventura Private Wealth, LLC 1.63% Reduce -0.1% 7,464 $4.5M
Howard Wealth Management, LLC 1.87% Add +1.8% 7,449 $4.5M
DBK Financial Counsel, LLC 3.37% Reduce -1.1% 7,439 $4.4M
Atlas Capital Advisors Inc. 0.51% Add +0.4% 7,435 $4.4M
Faithward Advisors, LLC 0.63% Add +50.4% 7,402 $4.4M
Maia Wealth LLC 0.75% Reduce -0.9% 7,399 $4.4M
Etesian Wealth Advisors, Inc. 1.41% Reduce -6.8% 7,388 $4.4M
Granite Islands Private Wealth, LLC 4.07% Reduce -25.5% 7,386 $4.4M
Optiver Holding B.V. 0.17% New 7,347 $4.4M
Pandowealth. LLC 3.83% Add +2.4% 109,586 $4.4M
World Equity Group, Inc. 1.13% Add +0.5% 7,320 $4.4M
Accredited Investors Inc. 0.24% Add +10.1% 7,321 $4.4M
Summit Wealth & Retirement Planning, Inc. 1.04% Reduce -3.7% 7,309 $4.4M
Heritage Investors Management Corp. 0.13% Reduce -3.8% 7,308 $4.4M
Hoese & Co LLP 3.24% Reduce -11.5% 7,308 $4.4M
Synergy Financial Group, LTD 3.28% Add +19.1% 7,296 $4.4M
Arcadia Wealth Management, LLC 1.58% Add +4.3% 7,289 $4.4M
Lawood & Co. 4.03% Add +246.3% 7,276 $4.3M
Planning Alternatives Ltd. 0.56% Add +0.2% 7,272 $4.3M
Pennington Partners & Co., LLC 1.49% Add +9.8% 7,258 $4.3M
Townsend Asset Management Corp. /NC/ 1.56% Add +1.7% 7,235 $4.3M
Fi3 FINANCIAL ADVISORS, LLC 1.25% Add +15.4% 7,234 $4.3M
North Point Portfolio Managers Corp. 0.77% Add +493.2% 7,225 $4.3M
Family Capital Management, Inc. 1.92% Add +0.0% 7,210 $4.3M
Birinyi Associates Inc. 1.17% Reduce -41.3% 7,199 $4.3M
New Covenant Trust Company, N.A. 3.83% Reduce -4.5% 7,182 $4.3M
Prospect Financial Group LLC 3.96% No change 7,180 $4.3M
Patriot Investment Management Group, Inc. 0.27% Add +0.4% 7,171 $4.3M
Avondale Wealth Management 2.11% Add +3.6% 7,169 $4.3M
Peak Retirement Planning, Inc. 0.85% Reduce -47.0% 7,155 $4.3M
Barnes Pettey Financial Advisors, LLC 1.86% Reduce -1.2% 7,126 $4.3M
Keebeck Wealth Management 0.48% Reduce -8.8% 7,123 $4.3M
Riverchase Wealth Management, LLC 2.22% Reduce -0.5% 7,120 $4.3M
Glass Jacobson Investment Advisors llc 1.46% Add +7.6% 7,102 $4.2M
Mountain Hill Investment Partners Corp. 2.51% New 7,100 $4.2M
BXM Wealth LLC 3.26% Reduce -88.1% 7,088 $4.2M
49 Wealth Management, LLC 0.31% Reduce -2.8% 7,038 $4.2M
Gateway Investment Advisers LLC 0.05% Add +11.0% 7,035 $4.2M
Beacon Capital Management, LLC 0.74% Reduce -11.8% 7,034 $4.2M
Gradient Capital Advisors, LLC 1.09% Reduce -1.1% 7,027 $4.2M
Strategic Family Wealth Counselors, L.L.C. 1.10% Add +4.6% 7,023 $4.2M
Sharkey, Howes & Javer 0.56% Reduce -1.9% 7,015 $4.2M
Well Done, LLC 0.61% Reduce -4.5% 6,995 $4.2M
Cornerstone Wealth Management, LLC 0.21% Add +4.7% 6,963 $4.2M
Sfmg, LLC 0.29% Add +5.4% 6,962 $4.2M
Rexford Capital Inc. 2.96% Add +9.8% 6,945 $4.2M
Trust Point Inc. 0.36% Reduce -38.7% 6,945 $4.1M
Investment Advisory Group, LLC 1.05% Add +3.3% 6,934 $4.1M
Clientfirst Wealth Management, LLC 3.49% No change 6,920 $4.1M
Edgestream Partners, L.P. 0.14% Reduce -75.6% 6,916 $4.1M
Summa Corp. 1.71% New 6,912 $4.1M
Fee-Only Financial Planning, L.C. 2.49% Reduce -10.7% 6,908 $4.1M
Integrity Investment Advisors, LLC 2.23% Reduce -5.7% 6,892 $4.1M
Cassaday & Co Wealth Management LLC 0.09% Add +7.5% 6,889 $4.1M
Nilsine Partners, LLC 0.32% Reduce -8.5% 6,246 $4.1M
Sage Capital Advisors,llc 0.95% Reduce -0.9% 6,871 $4.1M
Ridgewood Investments LLC 1.68% — 6,868 $4.1M
Greenspring Advisors, LLC 0.25% Reduce -7.7% 6,856 $4.1M
CV Advisors LLC 1.11% No change 6,827 $4.1M
Family Investment Center, Inc. 0.78% Reduce -2.3% 6,807 $4.1M
Warwick Investment Management, Inc. 0.59% Reduce -5.4% 6,804 $4.1M
Independent Wealth Network Inc. 1.21% Add +3.4% 6,799 $4.1M
Sterling Group Wealth Management, LLC 1.92% Add +5.1% 6,777 $4.0M
Kornitzer Capital Management Inc. 0.09% Add +2.3% 6,769 $4.0M
DB Fitzpatrick & Co, Inc 3.46% Add +4.3% 6,754 $4.0M
Ewa, LLC 0.91% Add +2.7% 6,723 $4.0M
VSM Wealth Advisory, LLC 1.20% Reduce -0.4% 6,713 $4.0M
RMG Wealth Management LLC 0.46% No change 5,900 $4.0M
Key Client Fiduciary Advisors, LLC 1.38% Add +11.1% 6,700 $4.0M
Crusonia Wealth Advisors LLC 0.83% Add +7.8% 6,700 $4.0M
WealthCollab, LLC 1.65% Reduce -2.4% 6,694 $4.0M
Capital Investment Advisory Services, LLC 0.29% Add +5.8% 6,680 $4.0M
Birchwood Financial Partners, Inc. 3.85% Add +9.4% 6,677 $4.0M
Quadcap Wealth Management, LLC 0.45% Reduce -8.0% 6,676 $4.0M
Larry Mathis Financial Planning, LLC 3.58% Reduce -19.8% 6,676 $4.0M
Zacks Investment Management 0.03% Add +3.3% 6,675 $4.0M
Debussy Capital Management LP 0.55% Add +1.3% 6,675 $4.0M
Opulen Financial Group LLC 2.80% Add +3.3% 6,663 $4.0M
Madison Wealth Partners, Inc 0.63% Add +8.4% 6,654 $4.0M
Neumann Capital Management, LLC 1.17% Add +89.0% 6,652 $4.0M
Monograph Wealth Advisors, LLC 0.38% Add +1.6% 6,645 $4.0M
CANADA LIFE ASSURANCE Co 0.01% Reduce -91.9% 6,613 $4.0M
Kavar Capital Partners Group, LLC 0.50% Reduce -3.4% 6,629 $4.0M
John G Ullman & Associates Inc. 0.52% Add +0.1% 6,614 $4.0M
Golden State Wealth Management, LLC 0.43% Add +0.8% 6,610 $3.9M
Baldwin Wealth Partners LLC 0.29% Add +9.1% 6,608 $3.9M
Cerity Partners Retirement Plan Advisors LLC 2.01% — 6,574 $3.9M
Arlington Trust Co LLC 0.35% Add +23.4% 6,558 $3.9M
Texas Yale Capital Corp. 0.11% Add +0.0% 6,548 $3.9M
Adapt Wealth Advisors, LLC 1.42% Reduce -1.4% 6,544 $3.9M
Richards, Merrill & Peterson, Inc. 1.43% Add +4.0% 6,537 $3.9M
25 LLC 1.20% Reduce -6.8% 6,532 $3.9M
Mechanics Bank Trust Department 0.54% No change 6,521 $3.9M
Cullinan Associates Inc. 0.31% No change 6,500 $3.9M
Bristlecone Value Partners, LLC 3.41% New 6,487 $3.9M
Cooper/Haims Advisors, LLC 1.82% Add +0.2% 6,473 $3.9M
Arrowroot Family Office, LLC 1.28% Reduce -17.6% 6,466 $3.9M
Tortoise Investment Management, LLC 0.32% Reduce -3.6% 6,418 $3.8M
Financial Consulate, Inc. 0.48% Add +7.5% 6,418 $3.8M
Maridea Wealth Management LLC 0.56% Add +5.2% 6,414 $3.8M
First PREMIER Bank 0.88% No change 6,414 $3.8M
Chilton Investment Co. Inc. 0.09% Add +267.8% 6,411 $3.8M
Legacy Financial Group LLC 0.48% Reduce -8.9% 6,407 $3.8M
Azimuth Capital Investment Management LLC 0.14% Reduce -2.5% 6,404 $3.8M
Syon Capital LLC 0.19% Reduce -1.3% 6,372 $3.8M
Viewpoint Investment Partners Corp. 1.76% Add +0.2% 6,337 $3.8M
Flagship Wealth Advisors, LLC 1.62% Reduce -36.6% 6,652 $3.8M
Orgel Wealth Management, LLC 0.08% Add +3.4% 6,295 $3.8M
Triasima Portfolio Management inc. 0.57% Reduce -1.5% 6,292 $3.8M
Ballast Rock Private Wealth LLC 2.08% Add +2.3% 6,287 $3.8M
Elevation Capital Advisory, LLC 1.60% Reduce -47.3% 6,275 $3.7M
Innova Wealth Partners 1.77% Add +9.0% 6,230 $3.7M
NYL Investors LLC 1.40% No change 6,217 $3.7M
Disciplined Investors, L.L.C. 2.21% Add +4.2% 6,217 $3.7M
DT Investment Partners, LLC 0.31% Reduce -0.6% 6,212 $3.7M
Security National Bank 0.54% Reduce -17.2% 6,194 $3.7M
Ami Investment Management Inc. 0.83% Reduce -3.2% 6,189 $3.7M
Vienna Asset Management LLC 2.92% Add +14.7% 6,182 $3.7M
Purkiss Capital Advisors LLC 1.62% Add +11.0% 6,180 $3.7M
JT Stratford LLC 0.47% Add +7.9% 6,166 $3.7M
Integrated Investment Consultants, LLC 0.78% Reduce -26.8% 6,164 $3.7M
WBH Advisory Inc. 0.27% Add +74.9% 6,091 $3.7M
First National Advisers, LLC 0.54% Add +4.0% 6,138 $3.7M
Sunpointe, LLC 1.20% Add +3.0% 6,129 $3.7M
Headinvest, LLC 0.75% Add +23.1% 6,108 $3.6M
Patton Albertson Miller Group, LLC 0.43% Reduce -5.5% 6,106 $3.6M
Redstone Wealth Management, LLC 2.90% Add +0.0% 6,095 $3.6M
Elevatus Welath Management 1.91% Reduce -78.2% 6,086 $3.6M
California State Teachers Retirement System 0.00% Add +0.2% 6,078 $3.6M
Bluesphere Advisors LLC 1.29% Reduce -13.4% 6,078 $3.6M
Oxford Wealth Group, LLC 1.98% Reduce -9.9% 6,055 $3.6M
Bridgelight Financial Advisors, Inc. 3.06% Reduce -0.6% 6,031 $3.6M
Steelhead Wealth Management LLC 1.82% — 6,025 $3.6M
Highland Capital Management, LLC 0.19% Reduce -1.4% 6,022 $3.6M
Accurate Wealth Management, LLC 0.43% Reduce -0.0% 5,745 $3.6M
JMN Financial LLC 3.52% Add +14.3% 6,000 $3.6M
DecisionMap Wealth Management, LLC 2.32% Reduce -4.3% 6,000 $3.6M
Marathon Wealth Advisors LLC 1.47% Reduce -1.0% 5,999 $3.6M
Medallion Wealth Advisors, LLC 1.16% Add +3.8% 5,963 $3.6M
GHP Investment Advisors, Inc. 0.15% Add +1.4% 5,921 $3.5M
Cauble & Harre Wealth Management, Inc. 2.82% Add +4.1% 5,213 $3.5M
Orion Investment Co 1.12% Add +0.9% 5,898 $3.5M
Bakala Capital LLC 16.93% Add +0.3% 5,893 $3.5M
Long Island Wealth Management, Inc. 1.63% Add +1.6% 5,869 $3.5M
55 North Private Wealth, LLC 0.90% Add +107.8% 5,866 $3.5M
Summit Financial Wealth Advisors, LLC 0.50% Add +6.8% 5,857 $3.5M
Sawyer & Company, Inc 1.35% Reduce -2.0% 5,851 $3.5M
Vermillion Wealth Management, Inc. 1.39% Reduce -2.3% 5,845 $3.5M
Consultiva Wealth Management, Corp. 10.12% No change 5,838 $3.5M
Triton Wealth Management, PLLC 1.29% Add +11.2% 5,770 $3.5M
Principle Wealth Partners LLC 0.20% Reduce -0.3% 5,834 $3.5M
Segment Wealth Management, LLC 0.20% Add +0.9% 5,833 $3.5M
First Interstate Bank 0.20% Reduce -2.0% 5,832 $3.5M
Ironwood Investment Counsel, LLC 0.50% Reduce -6.3% 5,821 $3.5M
Cornerstone Planning Group LLC 0.46% Reduce -3.6% 5,228 $3.5M
Perennial Investment Advisors, LLC 0.28% Add +6.0% 5,820 $3.5M
Capital Asset Advisory Services LLC 0.13% Add +29.0% 5,334 $3.5M
Sankala Group LLC 2.85% Add +1.3% 5,899 $3.5M
National Wealth Management Group, LLC 1.29% Add +18.1% 5,788 $3.5M
Vines Capital Management, LLC 3.43% Reduce -2.6% 5,785 $3.5M
Tennessee Valley Asset Management Partners 0.46% Add +0.8% 5,780 $3.5M
Westbourne Investments, Inc. 1.64% New 5,776 $3.5M
Astra Wealth Partners LLC 2.17% Reduce -10.8% 5,770 $3.4M
Tranquility Partners, LLC 1.30% Add +0.1% 5,761 $3.4M
Winthrop Advisory Group LLC 0.28% Add +6.3% 5,754 $3.4M
Linscomb Wealth, Inc. 0.15% Add +22.5% 5,743 $3.4M
Shade Tree Advisors LLC 2.46% Add +0.2% 5,738 $3.4M
Ferguson Wellman Capital Management, Inc. 0.05% Reduce -0.9% 5,735 $3.4M
Sierra Summit Advisors LLC 0.50% New 5,724 $3.4M
GWN Securities Inc. 0.65% Add +2.0% 5,719 $3.4M
Compass Advisory Group LLC 0.91% Reduce -0.8% 5,712 $3.4M
Ssa Swiss Advisors AG 1.58% Reduce -2.0% 5,711 $3.4M
Tannin Capital LLC 2.47% Reduce -3.2% 5,697 $3.4M
Procyon Advisors, LLC 0.17% Add +65.2% 5,686 $3.4M
Omnia Family Wealth, LLC 1.07% Reduce -61.9% 5,663 $3.4M
Waddell & Associates, LLC 0.19% Reduce -0.1% 5,662 $3.4M
Performance Wealth Partners, LLC 0.10% Add +2.2% 5,654 $3.4M
Revolve Wealth Partners, LLC 0.44% Reduce -14.3% 5,632 $3.4M
Bluestem Financial Advisors, LLC 1.30% Add +5.5% 5,627 $3.4M
Capital Analysts, LLC 0.09% Add +3.6% 5,624 $3.4M
Financial Council, LLC 1.29% Add +9.0% 5,616 $3.4M
Richardson Financial Services Inc. 2.10% Add +1.5% 5,604 $3.3M
Accel Wealth Management 0.87% Add +2.2% 5,604 $3.3M
Auour Investments LLC 1.05% Add +1.9% 5,601 $3.3M
Edmond DE Rothschild Holding S.A. 0.05% No change 5,589 $3.3M
GEM Asset Management, LLC 1.47% Add +17.8% 5,587 $3.3M
KFA Private Wealth Group, LLC 0.80% Reduce -0.3% 5,579 $3.3M
Wealth Architects, LLC 0.30% Add +4.0% 5,573 $3.3M
Prosperity Consulting Group, LLC 0.15% Add +8.7% 5,573 $3.3M
Wolff Wiese Magana LLC 1.83% Add +21.7% 5,541 $3.3M
Bank of Marin 2.42% Reduce -3.3% 5,530 $3.3M
IFC Advisors LLC 0.47% No change 5,529 $3.3M
Stolper Co 0.93% Add +6528.8% 31,089 $3.3M
Networth Advisors, LLC 2.33% Reduce -12.8% 5,509 $3.3M
Consilio Wealth Advisors, LLC 0.96% Reduce -0.5% 5,499 $3.3M
Fortis Capital Management LLC 0.44% Add +36.6% 5,477 $3.3M
Downshift Financial, LLC 1.69% Add +17.6% 5,011 $3.3M
Black Swift Group, LLC 0.57% Reduce -0.3% 5,464 $3.3M
Bedel Financial Consulting, Inc. 0.38% Add +6.7% 5,462 $3.3M
Cherry Tree Wealth Management, LLC 0.69% Reduce -1.3% 5,461 $3.3M
Madison Asset Management, LLC 0.04% Reduce -24.0% 5,442 $3.3M
Summitpoint Capital Management 4.13% — 5,185 $3.3M
Cedarwood Wealth LLC 3.28% Reduce -1.7% 5,438 $3.2M
IMA Advisory Services, Inc. 0.32% Reduce -4.6% 5,427 $3.2M
Integrity Wealth Solutions LLC 1.27% Add +0.7% 5,428 $3.2M
NorthCoast Asset Management LLC 0.08% Add +0.4% 5,420 $3.2M
Private Advisory Group LLC 0.22% Reduce -0.8% 5,404 $3.2M
Peoples Bank 3.25% Add +44.5% 5,401 $3.2M
Taylor Hoffman Capital Management LLC 0.99% Reduce -1.3% 5,388 $3.2M
Pettinga Financial Advisors LLC 0.60% No change 5,374 $3.2M
Keystone Global Partners, LLC 1.43% Reduce -5.1% 5,367 $3.2M
Kinloch Capital, LLC 1.31% Reduce -39.7% 5,365 $3.2M
Lee, Kelleher & Klein Wealth Management 1.91% Reduce -1.7% 5,364 $3.2M
Verus Financial Partners, Inc. 0.29% Add +0.1% 4,967 $3.2M
Reality Financial Planning Services, LLC 3.08% Reduce -0.6% 5,345 $3.2M
Roffman Miller Associates Inc. 0.18% Add +1.9% 5,344 $3.2M
Luminist Capital LLC 4.27% Reduce -55.0% 5,342 $3.2M
Capital Advisors Inc. 0.05% Add +8.6% 5,342 $3.2M
Latko Wealth Management, Ltd. 1.56% Add +3.5% 5,339 $3.2M
71 West Capital Partners 0.14% Reduce -10.4% 5,326 $3.2M
Welch & Forbes LLC 0.04% Add +2.1% 5,320 $3.2M
Redwood Family Wealth LLC 3.11% Reduce -1.1% 5,310 $3.2M
Terra Nova Asset Management LLC 2.35% Reduce -2.7% 5,310 $3.2M
Boreal Capital Management LLC 3.07% Reduce -3.1% 5,303 $3.2M
Global Strategic Investment Solutions, LLC 0.31% Add +0.1% 5,291 $3.2M
Englebert Financial Advisers, LLC 3.59% Add +33.9% 5,283 $3.2M
Sequent Planning LLC 0.76% Add +87.6% 5,281 $3.2M
May Hill Capital, LLC 0.79% Reduce -0.0% 5,270 $3.1M
Walled Lake Planning & Wealth Management, LLC 0.93% Reduce -4.0% 5,265 $3.1M
Prossimo Advisors, LLC 19.10% New 5,255 $3.1M
Olde Wealth Management, LLC 0.99% Reduce -0.9% 5,254 $3.1M
Prosperity Advisers, LLC 2.59% Reduce -3.4% 5,219 $3.1M
Meredith Wealth Planning 0.84% Add +0.3% 5,217 $3.1M
Mezzasalma Advisors, LLC 0.80% Add +19.9% 5,212 $3.1M
Physician Wealth Advisors, Inc. 0.43% Add +1.7% 5,210 $3.1M
CPR Investments Inc. 2.07% Reduce -68.0% 5,183 $3.1M
Navigation Group, LLC 0.72% — 5,182 $3.1M
TCI Wealth Advisors, Inc. 0.16% Reduce -4.2% 5,180 $3.1M
Latitude Advisors, LLC 1.41% Add +15.5% 5,162 $3.1M
CFS Investment Advisory Services, LLC 0.21% Reduce -5.8% 4,723 $3.1M
Stonebridge Capital Advisors LLC 0.22% Add +9.0% 5,146 $3.1M
Summit Global Investments 0.18% Add +127.7% 5,139 $3.1M
Financial Synergies Wealth Advisors, Inc. 0.29% Add +8.1% 5,126 $3.1M
GAMMA Investing LLC 0.14% Add +88.1% 5,126 $3.1M
PAX Financial Group, LLC 0.52% Reduce -11.2% 5,123 $3.1M
Goodwin Investment Advisory 3.64% Reduce -5.9% 5,118 $3.1M
Avestar Capital, LLC 0.21% Reduce -2.8% 5,117 $3.1M
Cheviot Value Management, LLC 0.30% Add +22.7% 5,079 $3.0M
Pine Ridge Advisers LLC 0.22% No change 5,075 $3.0M
SRH Advisors, LLC 0.87% No change 5,074 $3.0M
Invesco Ltd. 0.00% Reduce -6.2% 5,072 $3.0M
180 Wealth Advisors, LLC 0.34% Add +14.7% 5,062 $3.0M
McGuire Capital Advisors Inc. 1.93% Reduce -0.6% 5,050 $3.0M
Annex Advisory Services, LLC 0.06% Add +6.3% 5,036 $3.0M
Towne Trust Company, N.A 0.96% Add +12.2% 5,008 $3.0M
Founders Financial Alliance, LLC 0.54% Add +6.5% 4,991 $3.0M
Provenance Wealth Advisors, LLC 0.32% Add +1.4% 4,990 $3.0M
Roble, Belko & Company, Inc 0.38% Add +1.3% 4,968 $3.0M
Pursue Wealth Partners LLC 1.77% Reduce -27.9% 4,957 $3.0M
Chicago Capital, LLC 0.08% Add +2.6% 4,952 $3.0M
First Pacific Financial 0.38% Reduce -1.3% 4,942 $3.0M
Laurel Wealth Advisors LLC 0.29% Add +3.3% 4,336 $2.9M
Advance Capital Management, Inc. 0.11% Add +4.2% 4,917 $2.9M
Onyx Bridge Wealth Group LLC 0.32% Add +18.9% 4,916 $2.9M
Values Added Financial LLC 1.23% Reduce -0.2% 4,905 $2.9M
FOCUS Wealth Advisors, LLC 1.43% Add +0.2% 4,902 $2.9M
Roberts Glore & Co. Inc. 0.80% Reduce -1.0% 4,883 $2.9M
Baring Financial LLC 1.78% Reduce -1.3% 4,863 $2.9M
PACK Private Wealth, LLC 1.33% No change 4,859 $2.9M
Milestone Asset Management, LLC 0.53% Reduce -71.5% 4,849 $2.9M
Eagle Global Advisors LLC 0.10% Add +27.1% 4,838 $2.9M
MSH Capital Advisors LLC 0.61% Reduce -10.6% 4,832 $2.9M
Novem Group 0.33% Add +8.8% 4,822 $2.9M
Cloud Capital Management, LLC 1.25% Reduce -0.1% 4,799 $2.9M
InTrack Investment Management Inc 1.63% Reduce -10.2% 4,792 $2.9M
Robinson Smith Wealth Advisors LLC 1.94% Reduce -8.6% 4,791 $2.9M
Hubbell Strickland Wealth Management, LLC 1.14% Reduce -3.5% 4,786 $2.9M
Palatine Hill Wealth Management, LLC 2.49% Add +660.7% 4,785 $2.9M
Cherry Creek Investment Advisors, Inc. 1.24% Reduce -2.1% 4,784 $2.9M
Diversified Management Inc. 0.49% Add +6.1% 4,776 $2.9M
Arsenal Capital Advisors LLC 2.07% Reduce -1.3% 4,772 $2.9M
Alesco Advisors, LLC, An ESL Co 0.07% Add +13.9% 4,771 $2.9M
Two Sigma Investments, LP 0.00% Add +124.8% 4,765 $2.8M
Veery Capital, LLC 0.87% Add +2.9% 4,759 $2.8M
E&G Advisors, LLC 0.63% Reduce -0.3% 4,736 $2.8M
Pacific Park Financial, Inc. 1.83% Reduce -21.4% 4,699 $2.8M
WealthShield Partners, LLC 0.31% Reduce -4.1% 4,697 $2.8M
DiPaolo Financial Group, Inc. 2.04% Add +30.5% 4,695 $2.8M
Harbour Investment Management LLC 1.52% No change 4,694 $2.8M
Beirne Wealth Consulting Services, LLC 0.79% Reduce -15.8% 4,691 $2.8M
Clearview Wealth Management LLC 1.98% — 4,685 $2.8M
Clearstead Trust, LLC 0.45% Add +8.4% 4,664 $2.8M
Joseph P. Lucia & Associates, LLC 1.00% Add +34.8% 4,659 $2.8M
Retirement Income Solutions, Inc. 0.48% No change 4,652 $2.8M
SkyOak Wealth, LLC 0.51% Add +0.2% 4,650 $2.8M
J. Derek Lewis & Associates Inc. 0.62% Add +9.5% 4,648 $2.8M
Nova Wealth Management, Inc. 1.80% Add +18.4% 4,623 $2.8M
Myecfo, LLC 1.16% Reduce -5.4% 4,620 $2.8M
Weaver Consulting Group 0.66% Reduce -12.6% 4,618 $2.8M
Fsa Wealth Partners, Inc. 1.31% Reduce -10.0% 4,614 $2.8M
Gallacher Capital Management LLC 1.05% Reduce -1.0% 4,588 $2.7M
Tumwater Wealth Management, LLC 1.10% Add +2.7% 4,583 $2.7M
Grantvest Financial Group LLC 1.77% Reduce -3.1% 4,583 $2.7M
Financial Perspectives, Inc 0.76% Add +1.8% 4,574 $2.7M
Reicon Wealth Advisors, LLC 2.09% Add +9.6% 4,558 $2.7M
MTM Investment Management, LLC 0.86% Add +4.9% 4,554 $2.7M
Denver Wealth Management, Inc. 0.94% New 4,553 $2.7M
Perkins Coie Trust Co 0.52% Add +2.3% 4,553 $2.7M
Portland Global Advisors LLC 0.29% Add +1.2% 4,550 $2.7M
Hengehold Capital Management LLC 0.24% Add +21.5% 4,525 $2.7M
Culbertson A N & Co. Inc. 0.35% Add +17.6% 4,524 $2.7M
SageGuard Financial Group, LLC 0.42% Reduce -7.2% 4,519 $2.7M
Quent Capital, LLC 0.19% Reduce -10.5% 4,514 $2.7M
Canandaigua National Corp. 0.24% — 4,503 $2.7M
Quadrant Private Wealth Management, LLC 0.42% Add +4.7% 4,492 $2.7M
Diversified Enterprises, LLC 0.15% Add +3.5% 4,489 $2.7M
Gibson Capital, LLC 0.50% Reduce -4.0% 4,486 $2.7M
Private Client Services, LLC 0.80% Reduce -3.3% 4,482 $2.7M
Integrity Financial Corp 1.33% Add +0.4% 4,467 $2.7M
Gross & Hartman Investments LLC 1.39% Add +0.1% 4,463 $2.7M
Evolution Wealth Management Inc. 1.95% Add +53.9% 4,460 $2.7M
Capasso Planning Partners LLC 1.44% Reduce -1.4% 4,459 $2.7M
Wakefield Asset Management LLLP 0.71% Add +4.3% 4,454 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Add +1.9% 4,247 $2.7M
RB Capital Management, LLC 0.59% Reduce -8.7% 4,438 $2.7M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +9.3% 4,432 $2.6M
Index Fund Advisors, Inc. 0.12% Add +10.7% 4,432 $2.6M
SeaBridge Investment Advisors LLC 0.45% Reduce -6.3% 4,428 $2.6M
Pine Haven Investment Counsel, Inc 1.94% No change 4,420 $2.6M
Michels Family Financial, LLC 1.90% Add +2.3% 4,418 $2.6M
TCV Trust & Wealth Management, Inc. 0.22% Reduce -2.1% 4,417 $2.6M
Panoramic Investment Advisors, LLC 1.42% Add +3.0% 4,403 $2.6M
CX Institutional 0.08% Add +67.0% 4,398 $2.6M
Optima Capital LLC 1.22% Add +1.6% 4,405 $2.6M
Optimist Retirement Group LLC 1.16% Reduce -1.8% 4,395 $2.6M
Narus Financial Partners, LLC 0.69% Add +1.6% 4,392 $2.6M
L & S Advisors Inc 0.33% Add +0.7% 4,388 $2.6M
Badgley Phelps Wealth Managers, LLC 0.05% Reduce -11.4% 4,373 $2.6M
LifeGuide Financial Advisors, LLC 0.83% Reduce -0.3% 4,364 $2.6M
LifeWealth Investments, LLC 0.78% Add +1.2% 4,360 $2.6M
Forthright Family Wealth Advisory LLC 1.75% Add +123.2% 5,413 $2.6M
Clarity Wealth Advisors, LLC 0.54% Add +15.2% 4,350 $2.6M
BlueChip Wealth Advisors LLC 1.14% Reduce -24.4% 4,668 $2.6M
Trueblood Wealth Management, LLC 1.01% Add +7.4% 4,342 $2.6M
Oxbow Advisors, LLC 0.22% Add +10.2% 4,335 $2.6M
Harmony Asset Management LLC 0.79% Add +3.8% 4,320 $2.6M
Adamsbrown Wealth Consultants LLC 0.68% Add +7.8% 4,315 $2.6M
Curran Financial Partners, LLC 0.46% Reduce -16.3% 4,305 $2.6M
Falcon Wealth Planning 0.17% Add +24.2% 4,295 $2.6M
Strategic Wealth Advisors LLC 2.06% Add +15.5% 4,291 $2.6M
Investor's Fiduciary Advisor Network, LLC 0.79% Reduce -54.6% 4,292 $2.6M
Mission Creek Capital Partners, Inc. 0.51% Add +8.8% 4,289 $2.6M
Stonebridge Financial Planning Group, LLC 0.94% Add +3.5% 4,288 $2.6M
Rebalance, LLC 0.15% Add +0.9% 4,282 $2.6M
JB Capital LLC 0.10% Reduce -0.6% 4,272 $2.6M
Basecamp Wealth Advisors LLC 0.53% Add +847.0% 4,271 $2.6M
Kieckhefer Group LLC 1.21% Add +77.4% 4,271 $2.6M
Robinhood Asset Management, LLC 0.18% Add +56.4% 4,267 $2.6M
Thompson Davis & Co., Inc. 1.70% Reduce -30.5% 4,267 $2.5M
FSM Wealth Advisors, LLC 0.33% Add +0.5% 4,266 $2.5M
Glaxis Capital Management, LLC 3.19% No change 4,265 $2.5M
Sunbelt Securities, Inc. 0.16% Reduce -0.1% 4,251 $2.5M
KLCM Advisors, Inc. 0.22% Add +11.8% 4,236 $2.5M
Occidental Asset Management, LLC 0.30% Add +1.9% 4,227 $2.5M
WP Advisors, LLC 0.65% Add +1.8% 4,226 $2.5M
Channel Wealth LLC 0.61% Reduce -22.2% 4,222 $2.5M
Cfo Capital Management LLC 2.08% Add +4.1% 4,342 $2.5M
R.H. Investment Group, LLC 1.94% No change 4,048 $2.5M
Cannon Financial Strategists, Inc. 0.33% No change 4,206 $2.5M
Aviance Capital Partners, LLC 0.29% Reduce -6.3% 4,203 $2.5M
Schear Investment Advisers, LLC 1.10% Reduce -51.8% 4,190 $2.5M
Uniting Wealth Partners, LLC 0.53% Add +10.5% 4,190 $2.5M
Realta Investment Advisors 0.87% Reduce -24.8% 4,184 $2.5M
Heirloom Wealth Management 0.45% New 4,169 $2.5M
S&T Bank 0.93% No change 4,165 $2.5M
LJI Wealth Management, LLC 0.40% Add +22.8% 4,164 $2.5M
Capital Advantage, Inc. 0.33% Reduce -0.1% 4,160 $2.5M
Seal Cove Capital, LLC 2.16% No change 4,132 $2.5M
Valtinson Bruner Financial Planning LLC 0.68% Add +11.8% 4,123 $2.5M
Fairview Capital Investment Management, LLC 0.13% Add +55.8% 4,108 $2.5M
Bell Investment Advisors, Inc 0.38% Reduce -0.2% 4,065 $2.4M
Tocqueville Asset Management L.P. 0.04% Add +9.0% 4,043 $2.4M
Exit Wealth Advisors, LLC. 1.24% Add +8.9% 4,028 $2.4M
Sandhill Capital Partners LLC 0.21% Reduce -0.8% 4,025 $2.4M
Great Oak Capital Partners, LLC 0.56% Reduce -0.9% 3,868 $2.4M
Diversified Portfolios, Inc. 0.20% Reduce -2.4% 4,018 $2.4M
KMT Wealth Management, LLC 1.30% Add +8.5% 4,007 $2.4M
Dash Acquisitions Inc. 0.50% Add +62.9% 3,674 $2.4M
Wingate Wealth Advisors, Inc. 1.28% Add +0.9% 4,003 $2.4M
Zullo Investment Group, Inc. 0.90% No change 3,990 $2.4M
Slagle Financial, LLC 0.79% Reduce -8.2% 3,987 $2.4M
Wealth Effects LLC 0.84% Add +0.1% 3,986 $2.4M
Washburn Capital Management, Inc. 1.38% Add +0.3% 3,984 $2.4M
Virtus Wealth Solutions LLC 0.45% Reduce -0.6% 3,975 $2.4M
Arrien Investments, Inc. 1.29% Reduce -3.2% 3,975 $2.4M
Mascoma Wealth Management LLC 0.49% Add +0.0% 3,971 $2.4M
CrossGen Wealth, LLC 2.08% Reduce -9.0% 3,970 $2.4M
Bucket List Wealth Management, LLC 1.43% Add +0.3% 3,965 $2.4M
Tred Avon Family Wealth, LLC 0.79% Add +5.6% 3,964 $2.4M
CDM Financial Counseling Services, Inc. 2.26% Add +10.6% 3,948 $2.4M
Advisory Research Inc. 0.29% Reduce -0.1% 3,945 $2.4M
Corundum Group, Inc. 0.79% Add +39.4% 3,944 $2.4M
Cercano Management LLC 0.10% No change 3,941 $2.4M
Inscription Capital, LLC 0.25% Add +74.7% 3,940 $2.4M
PTM Wealth Management, LLC 1.25% Reduce -0.8% 3,886 $2.4M
Unique Wealth, LLC 0.32% Add +0.2% 3,933 $2.3M
Compton Wealth Advisory Group, LLC 0.52% Reduce -4.3% 3,872 $2.3M
MidFirst Bank 0.19% Add +0.8% 3,889 $2.3M
Johnson Financial Group, Inc. 0.08% Reduce -8.6% 3,884 $2.3M
Strathmore Capital Advisors, Inc. 0.66% Add +11.9% 3,532 $2.3M
Morris Financial Concepts, Inc. 0.79% Add +7.4% 3,873 $2.3M
Sandbox Financial Partners, LLC 0.65% Add +0.1% 3,871 $2.3M
HTG Investment Advisors, Inc. 0.66% No change 3,861 $2.3M
DB&C Advisors, LLC 3.00% Add +11.1% 3,860 $2.3M
Stonebridge Financial Group, LLC 0.19% Add +6.4% 3,849 $2.3M
Alpha Capital Advisors Inc. 2.19% Add +4.7% 3,843 $2.3M
Compass Ion Advisors, LLC 0.22% Add +6.4% 3,840 $2.3M
Drive Wealth Management, LLC 0.48% Reduce -16.4% 3,834 $2.3M
Portside Wealth Group, LLC 0.31% Add +27.5% 3,834 $2.3M
Princeton Global Asset Management LLC 0.37% Add +7.6% 3,819 $2.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.94% Reduce -22.8% 3,814 $2.3M
Baker Boyer National Bank 0.68% Add +3.5% 3,803 $2.3M
Mullaney, Keating & Wright, Inc. 1.23% Add +1.6% 3,801 $2.3M
Alpha Financial Partners LLC 1.34% Add +5.6% 3,799 $2.3M
Chesley Taft & Associates LLC 0.09% Reduce -5.6% 3,799 $2.3M
Odyssey Capital Advisors, Inc. 2.03% Reduce -5.2% 3,799 $2.3M
Bragg Financial Advisors, Inc 0.07% Add +6.2% 3,793 $2.3M
Tilia Fiduciary Partners, Inc. 1.24% Reduce -0.1% 3,783 $2.3M
Hantz Financial Services, Inc. 0.03% Add +22.3% 3,777 $2.3M
Prevail Innovative Wealth Advisors, LLC 0.38% Reduce -25.1% 3,776 $2.3M
Stillwater Wealth Management Group 1.39% Add +28.6% 3,765 $2.3M
JPL Wealth Management, LLC 0.52% Reduce -1.3% 3,765 $2.3M
TBH Global Asset Management, LLC 0.45% Add +16.6% 3,765 $2.2M
Orrstown Financial Services Inc. 0.38% No change 3,762 $2.2M
Foguth Wealth Management, LLC. 0.26% Add +8.1% 3,230 $2.2M
Leo H. Evart, Inc. 1.92% — 3,759 $2.2M
Private Wealth Group, LLC 1.05% No change 3,758 $2.2M
Prime Buchholz LLC 1.17% Reduce -1.8% 3,751 $2.2M
Cherrydale Wealth Management, LLC 0.69% Add +3.4% 3,750 $2.2M
Capital Advisors Wealth Management, LLC 0.30% Add +16.7% 3,750 $2.2M
Fearless Solutions, LLC dba Best Invest 1.35% Reduce -2.2% 3,745 $2.2M
Second Line Capital, LLC 0.42% Reduce -18.0% 3,384 $2.2M
Advisory Advocates, LLC 2.28% Add +24.4% 3,735 $2.2M
Aegis Wealth Management, Inc. 1.75% Add +5.5% 3,727 $2.2M
Burton Enright Welch 0.30% Reduce -0.4% 3,716 $2.2M
Aries Wealth Management 0.49% No change 3,707 $2.2M
Tamar Securities, LLC 0.24% Reduce -1.6% 3,696 $2.2M
Coastal Bridge Advisors, LLC 0.16% Add +0.4% 3,692 $2.2M
Glen Eagle Advisors, LLC 0.31% Add +0.2% 3,673 $2.2M
Harfst & Associates, Inc. 0.39% No change 3,671 $2.2M
Alaethes Wealth, LLC 0.63% Add +1.4% 3,668 $2.2M
Cornerstone Financial Group, LLC 1.41% Reduce -6.8% 3,306 $2.2M
Anchor Capital Advisors LLC 0.06% Add +43.5% 3,664 $2.2M
Advocacy Wealth Management, LLC 0.10% Reduce -5.9% 3,660 $2.2M
NorthCrest Asset Manangement, LLC 0.07% Add +18.0% 3,626 $2.2M
Baker Avenue Asset Management, LP 0.05% Reduce -37.9% 3,653 $2.2M
Parkwoods Wealth Partners, LLC 0.53% Add +3.4% 3,648 $2.2M
TCP Asset Management, LLC 0.28% Add +1.6% 3,640 $2.2M
Guyasuta Investment Advisors Inc. 0.13% Add +43.0% 3,633 $2.2M
Zions Bancorporation, National Association 0.14% Add +12.4% 3,628 $2.2M
Spinnaker Trust 0.12% Add +7.9% 3,628 $2.2M
Amicus Financial Advisors, LLC 0.60% Add +5.8% 3,628 $2.2M
J Hagan Capital, Inc. 1.16% Reduce -12.5% 3,605 $2.2M
Ibex Wealth Advisors 0.20% Add +0.1% 3,603 $2.2M
Clear Wave Wealth Management LLC 0.55% — 3,601 $2.2M
Toth Financial Advisory Corp. 0.24% Add +19.9% 3,597 $2.1M
Union Bancaire Privee, UBP SA 0.03% Add +17.8% 3,751 $2.1M
Fullerton Advisors, LLC 2.22% Reduce -5.1% 3,583 $2.1M
Castleview Partners, LLC 1.09% Add +16.6% 3,570 $2.1M
Claris Financial LLC 1.17% Add +0.0% 3,569 $2.1M
Meridian Wealth Partners, LLC 0.29% Add +25.6% 3,566 $2.1M
Enzi Wealth 0.74% Add +0.3% 3,565 $2.1M
Parr McKnight Wealth Management Group, LLC 0.28% Add +41.5% 3,560 $2.1M
Ellis Investment Partners, LLC 0.37% Add +18.4% 3,559 $2.1M
Sims Investment Management, LLC 0.78% No change 3,548 $2.1M
Peak Planning Group, LLC 0.59% Reduce -0.1% 3,540 $2.1M
Urban Financial Advisory Corp 0.75% Add +12.4% 3,528 $2.1M
WealthPlan Investment Management, LLC 0.12% Add +59.4% 3,528 $2.1M
Presper Financial Architects, LLC 1.25% Reduce -3.3% 3,517 $2.1M
Freedom Investment Management, Inc. 0.62% Add +0.4% 3,513 $2.1M
Heritage Investment Group, Inc. 0.32% Reduce -1.2% 3,504 $2.1M
Earned Wealth Advisors, LLC 0.14% Reduce -5.4% 3,502 $2.1M
Kane Investment Management, Inc. 1.08% Add +0.2% 3,499 $2.1M
Brady Martz Wealth Solutions, LLC 0.36% Add +72.6% 3,495 $2.1M
Equity Wealth Partners, LLC 1.35% Reduce -4.8% 3,490 $2.1M
Argo Wealth Advisory, LLC 1.22% Reduce -37.4% 3,485 $2.1M
Investment Advisory Services Inc. /TX 0.66% Reduce -3.2% 3,478 $2.1M
Strategic Financial Concepts, LLC 0.51% Add +329.8% 3,447 $2.1M
Henson-Edgewater Management, LLC 1.32% Reduce -1.0% 3,472 $2.1M
Legacy Wealth Advisors, LLC 1.06% Reduce -27.2% 3,469 $2.1M
Evelyn Partners Investment Management (Europe) Ltd 0.71% Add +0.2% 3,469 $2.1M
IMG Wealth Management, Inc. 1.32% Reduce -13.2% 3,467 $2.1M
Hanson & Doremus Investment Management 0.24% Add +0.3% 3,466 $2.1M
First County Bank 1.11% Reduce -19.1% 3,464 $2.1M
Aspen Wealth Management LLC 0.41% Add +2.5% 3,461 $2.1M
Geometric Wealth Advisors 0.26% Add +20.9% 3,458 $2.1M
McCarter Private Wealth Services LLC 0.90% No change 3,455 $2.1M
MontVue Capital Management, Inc. 1.41% Add +7.8% 3,451 $2.1M
Mosaic Family Wealth Partners, LLC 0.21% Add +92.8% 3,447 $2.1M
Patron Partners, LLC 0.91% Reduce -2.3% 3,439 $2.1M
Wellington-Altus USA Inc. 1.21% Add +44.4% 2,990 $2.1M
Calydon Capital 0.33% Add +0.3% 3,425 $2.0M
Chilton Capital Management LLC 0.07% Reduce -1.6% 3,424 $2.0M
Raab & Moskowitz Asset Management LLC 0.46% Reduce -4.5% 3,424 $2.0M
Infinity Wealth Counsel, LLC 1.87% No change 3,400 $2.0M
Passive Capital Management, LLC. 0.61% Add +6.3% 3,396 $2.0M
Strategies Wealth Advisors, LLC 0.20% Reduce -10.4% 3,377 $2.0M
Leelyn Smith, LLC 0.28% Add +0.1% 3,373 $2.0M
Green Ridge Wealth Planning LLC 1.06% Reduce -0.6% 3,372 $2.0M
Madison Park Capital Advisors, LLC 1.58% Add +1.9% 3,372 $2.0M
Core Wealth Partners LLC 0.93% Add +1.6% 3,358 $2.0M
Alterna Wealth Management, Inc. 1.52% Add +0.0% 3,357 $2.0M
Lexington Hill Partners, LLC 1.13% Add +0.8% 3,348 $2.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -6.3% 3,347 $2.0M
Resolute Wealth Strategies, LLC 0.86% Add +2.4% 3,347 $2.0M
Bensler, LLC 0.21% Reduce -3.9% 3,343 $2.0M
Blake Schutter Theil Wealth Advisors, LLC 1.62% Add +2.3% 3,330 $2.0M
Frank, Rimerman Advisors LLC 0.13% No change 3,313 $2.0M
Fortress Financial Group, LLC 1.46% New 3,311 $2.0M
Nixon Peabody Trust Co. 0.16% Reduce -1.7% 3,311 $2.0M
17 Capital Partners, LLC 1.02% Add +354.5% 3,309 $2.0M
Foster Victor Wealth Advisors, LLC 0.11% Reduce -76.7% 3,097 $2.0M
Byrne Asset Management LLC 1.18% Add +0.7% 3,300 $2.0M
Kesler, Norman & Wride, LLC 0.34% Add +33.4% 3,297 $2.0M
Peak Wealth Management LLC 1.62% Add +1.6% 3,295 $2.0M
Berkeley, Inc 0.66% Reduce -9.6% 3,293 $2.0M
Eaton Financial Holdings Company, LLC 0.64% New 3,290 $2.0M
Smart Money Group LLC 0.57% Add +23.6% 3,290 $2.0M
1ST Source Bank 0.10% Add +22.1% 3,287 $2.0M
Markin Asset Management, LP 2.15% Reduce -34.9% 3,284 $2.0M
Indiana Trust & Investment Management Co 0.61% Reduce -0.5% 3,281 $2.0M
Jim Saulnier & Associates, LLC 0.95% Add +26.0% 3,274 $2.0M
Mogy Joel R Investment Counsel Inc. 0.12% Add +82.8% 3,273 $2.0M
Parcion Private Wealth LLC 0.12% Reduce -82.5% 3,273 $2.0M
Vantage Point Financial LLC 0.69% Add +27.6% 3,269 $2.0M
Snowwater Investment Partners, LLC 1.84% Reduce -10.8% 3,267 $2.0M
Obsidian Cio, LLC 1.75% Add +6.8% 3,267 $2.0M
Granite FO LLC 1.15% Reduce -1.6% 3,263 $1.9M
Morey & Quinn Wealth Partners, LLC 1.39% Add +15.9% 3,263 $1.9M
4WEALTH Advisors, Inc. 1.66% Add +5.1% 3,354 $1.9M
Reflection Asset Management 1.19% Add +13961.9% 2,953 $1.9M
Flatrock Wealth Partners LLC 0.87% Add +5.3% 3,254 $1.9M
Kiley Juergens Wealth Management, LLC 0.34% New 3,249 $1.9M
Strategic Wealth Partners, Ltd. 0.13% Add +9.4% 3,246 $1.9M
Moneco Advisors, LLC 0.15% Add +15.0% 3,243 $1.9M
TFR Capital, LLC. 0.59% Reduce -4.3% 3,242 $1.9M
XTX Topco Ltd 0.03% Reduce -60.2% 3,240 $1.9M
Annis Gardner Whiting Capital Advisors, LLC 0.31% Add +3.8% 3,238 $1.9M
WealthTrak Capital Management LLC 1.38% No change 3,237 $1.9M
CVFG LLC 0.24% Add +469.7% 3,236 $1.9M
Apeiron RIA LLC 0.45% Add +0.3% 3,225 $1.9M
Old Peak Finance LLC 1.13% No change 3,225 $1.9M
Meridian Investment Counsel Inc. 0.46% Add +1.4% 3,225 $1.9M
BFI Infinity Ltd. 1.08% Add +7.9% 3,222 $1.9M
Key Financial Inc 0.34% No change 3,221 $1.9M
Wilkerson Advisory Group LLC 0.66% Reduce -3.8% 3,220 $1.9M
Edgemoor Investment Advisors, Inc. 0.15% Reduce -0.3% 3,219 $1.9M
Paragon Private Wealth Management, LLC 0.60% Reduce -49.8% 3,214 $1.9M
HFG Advisors, Inc. 1.35% Add +2.1% 3,212 $1.9M
Grandfield & Dodd, LLC 0.11% Reduce -6.1% 3,211 $1.9M
Lee Financial Co 0.27% Add +26.8% 3,211 $1.9M
TLWM 0.35% Add +11.2% 3,211 $1.9M
Entrust Financial LLC 1.34% Add +0.3% 3,209 $1.9M
Boyce & Associates Wealth Consulting, Inc. 1.45% Add +29.9% 3,203 $1.9M
S&A Financial Services, Inc. 1.31% — 3,203 $1.9M
Retirement Financial Solutions, LLC 0.55% Reduce -4.3% 3,198 $1.9M
Pacific Asset Management, LLC 1.07% Add +3.1% 3,196 $1.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.33% Reduce -4.0% 3,192 $1.9M
Cambient Family Office, LLC 0.27% Add +0.0% 3,189 $1.9M
Asset Advisors Investment Management, LLC 0.18% Reduce -0.3% 3,185 $1.9M
Crews Bank & Trust 0.28% Reduce -0.8% 3,184 $1.9M
Innovative Asset Advisors Group, LLC 1.10% — 3,182 $1.9M
Fiduciary Family Office, LLC 0.54% Reduce -18.4% 3,179 $1.9M
Cutler Capital Management, LLC 0.64% Add +19.7% 3,177 $1.9M
Invst, LLC 0.21% Add +2.3% 3,177 $1.9M
Herbst Group, LLC 1.17% Add +26.3% 3,161 $1.9M
Gradient Investments LLC 0.03% Add +9.0% 3,151 $1.9M
Lifeworks Advisors, LLC 0.24% Add +1.6% 3,150 $1.9M
OneAscent Family Office, LLC 1.31% Add +0.3% 3,150 $1.9M
Acorn Wealth Advisors, LLC 0.55% Add +19.3% 3,148 $1.9M
Pacific Capital Wealth Advisors, Inc. 0.32% Reduce -0.0% 3,147 $1.9M
Fiduciary Financial Group, LLC 0.25% Add +17.8% 3,147 $1.9M
Retirement Solution LLC 0.44% Add +27.2% 3,145 $1.9M
TFC Financial Management, Inc. 0.23% Add +1.7% 3,144 $1.9M
Eagle Bay Advisors LLC 1.66% Add +55.4% 3,140 $1.9M
Northwest Wealth Management, LLC 0.28% Reduce -0.8% 3,130 $1.9M
Align Financial, LLC 1.06% Reduce -99.8% 3,130 $1.9M
River Wealth Advisors LLC 0.21% Reduce -7.6% 3,130 $1.9M
Sather Financial Group Inc 0.11% Add +12.4% 3,126 $1.9M
Provident Investment Management, Inc. 0.19% Add +0.3% 3,123 $1.9M
Members Wealth LLC 1.11% Reduce -1.6% 2,852 $1.9M
Trustmark Bank Trust Department 0.12% Add +7.6% 3,102 $1.9M
Confluence Wealth Services, Inc. 0.07% Reduce -7.1% 3,102 $1.9M
Massar Capital Management, LP 0.37% New 3,091 $1.8M
Stonekeep Investments, LLC 1.20% Reduce -0.9% 3,091 $1.8M
Vilga Financial Planning LLC 1.65% Add +10.4% 3,089 $1.8M
Iams Wealth Management, LLC 0.64% Add +18.9% 3,082 $1.8M
Intellectus Partners, LLC 0.37% Add +33.2% 3,071 $1.8M
Aegis Wealth Management LLC 1.05% Reduce -3.2% 3,071 $1.8M
Farrow Financial, Inc. 1.04% Reduce -1.1% 3,064 $1.8M
Solstein Capital, LLC 0.75% Reduce -66.7% 3,062 $1.8M
Trellis Wealth Advisors LLC 0.70% Reduce -46.9% 3,058 $1.8M
Capstone Financial Advisors, Inc. 0.10% Reduce -21.2% 3,057 $1.8M
Equita Financial Network, Inc. 0.57% Reduce -61.1% 3,052 $1.8M
Oarsman Capital, Inc. 0.23% Add +19.8% 3,050 $1.8M
Curry Webb Wealth Management LLC 0.86% Reduce -5.3% 3,049 $1.8M
Washington Trust Bank 0.13% Reduce -6.4% 3,043 $1.8M
Citizens National Bank Trust Department 0.30% No change 3,040 $1.8M
Blossom Wealth Management 2.69% New 3,039 $1.8M
Schiavi & Co LLC 0.54% Add +4.3% 3,035 $1.8M
Focused Wealth Management, Inc 0.19% Add +87.8% 3,030 $1.8M
Martel Wealth Advisors LLC 0.31% Reduce -2.8% 3,026 $1.8M
Coastline Complete Wealth LLC 1.12% New 3,022 $1.8M
Libra Wealth LLC 0.51% Reduce -1.8% 3,012 $1.8M
Farmers Trust Co. 0.28% Add +53.6% 3,012 $1.8M
Sunesis Advisors, LLC 0.81% Reduce -0.5% 3,009 $1.8M
Titiun Yejiel 1.81% No change 3,000 $1.8M
Cottage Street Advisors LLC 0.77% Add +4.0% 2,994 $1.8M
Clearwave Capital, LLC 1.22% Reduce -0.0% 2,995 $1.8M
Bestgate Wealth Advisors, LLC 3.22% Add +198.2% 2,988 $1.8M
Tradewinds Capital Management, LLC 0.35% Add +3.1% 2,980 $1.8M
Smith & Howard Wealth Management, LLC 0.38% Reduce -0.5% 2,973 $1.8M
Chemistry Wealth Management LLC 0.31% Add +15.5% 2,972 $1.8M
LifeGoal Investments, LLC 1.02% Reduce -0.2% 2,946 $1.8M
BetterWealth, LLC 0.35% Add +7.3% 2,969 $1.8M
Old North State Wealth Management, LLC 0.82% Add +0.3% 2,960 $1.8M
Cornerstone Capital, Inc. 0.18% Add +3.2% 2,960 $1.8M
Destiny Wealth Partners, LLC 0.19% Reduce -5.4% 2,960 $1.8M
Bonfire Financial 1.33% Add +0.3% 2,948 $1.8M
Insight Inv LLC 0.96% Add +2.6% 2,946 $1.8M
Horizon Kinetics Asset Management LLC 0.02% No change 2,944 $1.8M
Ascent Wealth Partners, LLC 0.20% Reduce -10.8% 2,943 $1.8M
KRM Wealth Management L.L.C. 0.91% Add +1.2% 2,937 $1.8M
Arkfeld Wealth Strategies, L.L.C. 0.55% Reduce -2.3% 2,725 $1.8M
Valley Forge Investment Consultants Inc. Adv 0.52% Add +0.3% 2,930 $1.8M
Professional Advisory Services Inc. 0.22% Add +0.8% 2,928 $1.8M
Abacus Wealth Partners, LLC 0.16% Add +173.2% 2,926 $1.7M
Apriem Advisors 0.17% Reduce -2.9% 2,920 $1.7M
WESCAP Management Group, Inc. 0.34% Reduce -21.6% 2,919 $1.7M
Darrow Company, Inc. 0.79% No change 3,003 $1.7M
Horizon Family Wealth, Inc. 0.92% Reduce -3.6% 2,906 $1.7M
Pacific Center for Financial Services 0.44% Reduce -5.6% 2,905 $1.7M
Peterson Wealth Services 0.43% Add +17.4% 2,903 $1.7M
Wealth Dimensions Group, Ltd. 0.34% Add +0.3% 2,895 $1.7M
Whalen Wealth Management Inc. 0.93% Add +152.9% 2,893 $1.7M
Smith Salley Wealth Management 0.09% Reduce -9.8% 2,888 $1.7M
Willis Johnson & Associates, Inc. 0.10% Add +4.6% 2,888 $1.7M
Millstone Evans Group, LLC 1.03% Add +1.6% 2,878 $1.7M
Bearing Point Capital, LLC 0.27% Add +161.4% 2,878 $1.7M
Fayez Sarofim & Co 0.00% No change 2,878 $1.7M
Advus Financial Partners, LLC 0.43% Reduce -1.1% 2,873 $1.7M
Financial Symmetry Inc 0.61% Add +0.2% 2,599 $1.7M
New Republic Capital, LLC 0.58% Reduce -12.3% 2,872 $1.7M
HM Payson & Co. 0.02% Add +2.7% 2,861 $1.7M
Camelot Technology Advisors, Inc. 1.25% Add +0.3% 2,854 $1.7M
Optivise Advisory Services LLC 1.03% Add +2.7% 2,839 $1.7M
Foster Group, Inc. 0.05% Add +2.6% 2,837 $1.7M
LFG Wealth Partners, LLC 1.02% Add +14.1% 2,833 $1.7M
F/m Investments LLC 0.11% Reduce -15.5% 2,833 $1.7M
Kelman-Lazarov, Inc. 0.24% Reduce -1.3% 2,832 $1.7M
Sandro Wealth Management LLC 1.35% Add +23.6% 2,827 $1.7M
Bourgeon Capital Management LLC 0.30% Add +0.1% 2,820 $1.7M
Argonautica Private Wealth Management, Inc. 0.51% Add +38.2% 2,813 $1.7M
MOKAN Wealth Management Inc. 0.74% Add +1.0% 2,818 $1.7M
Paladin Advisory Group, LLC 1.28% Add +0.4% 2,809 $1.7M
Hassell Wealth Management, LLC 0.56% Add +0.0% 2,804 $1.7M
Fortitude Advisory Group L.L.C. 0.75% Add +22.1% 2,795 $1.7M
HMS Capital Management, LLC 0.64% Reduce -1.2% 2,785 $1.7M
Concord Wealth Partners 0.22% Add +0.4% 2,784 $1.7M
Levin Capital Strategies, L.P. 0.13% No change 2,781 $1.7M
Forefront Wealth Partners, LLC 0.69% Add +7.0% 2,771 $1.7M
Aurora Private Wealth, Inc. 1.17% No change 2,632 $1.6M
Awm Capital, LLC 0.15% Reduce -0.4% 2,755 $1.6M
Hamilton Point Investment Advisors, LLC 0.25% Reduce -1.4% 2,755 $1.6M
DV Trading LLC 0.15% Add +2.1% 2,750 $1.6M
Riverview Trust Co 2.02% No change 2,740 $1.6M
RVW Wealth, LLC 0.13% Add +58.3% 2,738 $1.6M
Cascade Financial Partners, LLC 0.17% Reduce -4.0% 2,734 $1.6M
Morton Capital Management LLC 0.24% Reduce -0.3% 2,721 $1.6M
HHM Wealth Advisors, LLC 0.19% Add +1.2% 2,718 $1.6M
Sittner & Nelson, LLC 0.59% No change 2,716 $1.6M
Rezny Wealth Management, Inc. 0.37% Add +22.7% 2,704 $1.6M
RPg Family Wealth Advisory, LLC 0.34% Add +141.3% 2,703 $1.6M
Brand Asset Management Group, Inc. 0.42% Add +65.6% 2,696 $1.6M
Norris Perne & French LLP 0.08% Add +32.1% 2,692 $1.6M
Teamwork Financial Advisors, LLC 0.18% Reduce -2.0% 2,690 $1.6M
Strategic Financial Partners, Ltd. 0.69% No change 2,689 $1.6M
Northstar Advisory Group, LLC 0.61% Reduce -17.9% 2,682 $1.6M
Cyndeo Wealth Partners, LLC 0.08% Reduce -46.9% 2,682 $1.6M
BG Investment Services, LLC 1.32% Add +0.3% 2,667 $1.6M
Level Wealth Management LLC 0.75% Add +0.1% 2,666 $1.6M
Independence Financial Advisors, LLC 0.48% Add +0.3% 2,655 $1.6M
City State Bank 0.41% Reduce -0.1% 2,655 $1.6M
BlackDiamond Wealth Management, LLC 0.77% Add +1.3% 2,655 $1.6M
Birch Hill Investment Advisors LLC 0.07% Reduce -1.5% 2,651 $1.6M
Blue Zone Wealth Advisors, LLC 0.32% Add +4.6% 2,646 $1.6M
Wealth Alliance, LLC 0.16% Reduce -38.5% 2,635 $1.6M
Klingenstein Fields & Co. LP 0.06% Add +1.3% 2,632 $1.6M
Gallagher Fiduciary Advisors, LLC 0.06% Reduce -0.1% 2,620 $1.6M
BHK Investment Advisors, LLC 0.52% No change 2,617 $1.6M
King Wealth Management Group 0.20% Add +0.7% 2,615 $1.6M
Midwest Heritage Bank, FSB 0.50% Add +2.4% 2,614 $1.6M
Impact Capital Partners LLC 0.47% Add +117.3% 2,612 $1.6M
Greenwood Capital Associates LLC 0.17% New 2,611 $1.6M
Zevin Asset Management LLC 0.21% No change 2,601 $1.6M
Van Cleef Asset Management,Inc 0.17% Reduce -0.6% 2,598 $1.6M
Inspirion Wealth Advisors, LLC 0.19% Reduce -10.3% 2,593 $1.5M
Vigilare Wealth Management 0.52% Reduce -60.2% 2,591 $1.5M
Madrona Financial Services, LLC 0.34% Reduce -1.0% 2,588 $1.5M
Capital Square, LLC 0.71% Reduce -4.0% 2,353 $1.5M
Krilogy Financial LLC 0.05% Add +15.1% 2,395 $1.5M
M.E. Allison & Co., Inc. 1.02% No change 2,580 $1.5M
EagleClaw Capital Managment, LLC 0.22% No change 2,579 $1.5M
Orcam Financial Group 1.09% Add +14.6% 2,574 $1.5M
Johnson Financial Group, LLC 0.10% Reduce -0.4% 2,560 $1.5M
Jupiter Wealth Management LLC 0.60% Reduce -35.8% 2,241 $1.5M
Fullerton Fund Management Co Ltd. 0.12% Reduce -71.8% 2,553 $1.5M
MADDEN SECURITIES Corp 0.46% Add +1.9% 2,550 $1.5M
Private Wealth Partners, LLC 0.12% Reduce -0.6% 2,547 $1.5M
LPWM LLC 0.38% Reduce -1.8% 2,542 $1.5M
Walker Asset Management, LLC 0.82% Add +5.3% 2,539 $1.5M
Inman Jager Wealth Management, LLC 0.89% Add +4.4% 2,536 $1.5M
Catalyst Private Wealth, LLC 0.82% Add +2.6% 2,533 $1.5M
Smith Thornton Advisors LLC 0.76% Add +0.6% 2,532 $1.5M
DecisionPoint Financial, LLC 0.33% Add +13.7% 2,531 $1.5M
Clarity Retirement & Wealth, LLC 1.22% Add +492.5% 2,524 $1.5M
Ellevest, Inc. 0.21% Add +0.6% 2,523 $1.5M
Alteri Wealth LLC 0.49% Add +0.7% 2,516 $1.5M
Wimmer Associates 1, LLC 0.73% Add +4.3% 2,515 $1.5M
Hershey Financial Advisers, LLC 1.30% Add +3.2% 2,513 $1.5M
Cresta Advisors, Ltd. 0.61% Reduce -13.2% 2,509 $1.5M
OLIO Financial Planning 0.41% Add +83.4% 2,505 $1.5M
Trifecta Capital Advisors, LLC 0.23% Add +17.1% 2,496 $1.5M
Evolution Advisers, Inc. 0.63% Reduce -0.1% 2,495 $1.5M
RiverFront Investment Group, LLC 0.02% Reduce -1.3% 2,492 $1.5M
William Mack & Associates, Inc. 0.85% Reduce -18.4% 2,492 $1.5M
Up Strategic Wealth Investment Advisors LLC 0.94% No change 2,212 $1.5M
Carter Financial, LLC 1.29% Add +99.8% 2,478 $1.5M
Capstone Wealth Management Group LLC 0.91% Reduce -0.1% 2,472 $1.5M
FRG Family Wealth Advisors LLC 0.24% Add +5.2% 2,468 $1.5M
Benchmark Investment Advisors LLC 0.86% — 2,468 $1.5M
Princeton Capital Management LLC 0.40% Add +5.3% 2,467 $1.5M
Vista Investment Partners LLC 0.39% Add +2.5% 2,457 $1.5M
OneAscent Wealth Management LLC 0.48% Reduce -9.4% 2,453 $1.5M
Summit Place Financial Advisors, LLC 0.70% Reduce -0.2% 2,452 $1.5M
V2 Financial group LLC 0.68% Reduce -31.6% 2,443 $1.5M
MV Capital Management, Inc. 0.14% Reduce -15.1% 2,443 $1.5M
Cahill Financial Advisors Inc. 0.16% Reduce -0.1% 2,441 $1.5M
Financial Security Advisor, Inc. 0.27% Add +3.1% 2,441 $1.5M
Round Rock Advisors LLC 0.22% Reduce -3.1% 2,439 $1.5M
Garden State Investment Advisory Services LLC 0.35% Reduce -1.6% 2,428 $1.5M
Triumph Capital Management 0.30% Add +23.2% 2,433 $1.5M
Daviman Financial, LLC 0.86% Reduce -0.2% 2,430 $1.5M
Sightline Wealth Advisors, LLC 0.61% Add +0.1% 2,429 $1.5M
Archer Investment Corp 0.31% Reduce -23.3% 2,428 $1.5M
Manuka Financial, LLC 0.90% Reduce -19.9% 2,427 $1.4M
First Foundation Advisors 0.06% Reduce -10.5% 2,425 $1.4M
Keystone Financial Services, LLC 0.97% Reduce -0.6% 2,425 $1.4M
Global Wealth Management Investment Advisory, Inc. 0.23% Reduce -8.8% 2,423 $1.4M
Stockman Wealth Management, Inc. 0.16% Reduce -27.4% 2,414 $1.4M
Brindle & Bay Financial Advisors, LLC 0.88% Reduce -70.9% 2,411 $1.4M
Sterling Investment Counsel, LLC 0.40% Add +119.0% 2,405 $1.4M
Sargent Investment Group, LLC 0.19% No change 2,402 $1.4M
Asset Allocation Strategies LLC 0.25% Reduce -7.3% 2,394 $1.4M
Kooman & Associates 0.43% Add +0.3% 2,392 $1.4M
Investors Asset Management of Georgia Inc. /Ga/ 0.58% Reduce -3.0% 2,390 $1.4M
Marshall Investment Management, LLC 0.68% Add +4.3% 2,388 $1.4M
Kaizen Financial Strategies 0.60% Reduce -0.4% 2,210 $1.4M
Great Diamond Partners, LLC 0.27% Reduce -61.2% 2,383 $1.4M
Wealthquest Corp 0.10% Reduce -4.8% 2,373 $1.4M
WealthBridge Capital Management, LLC 0.33% Add +15.7% 2,373 $1.4M
Gill Capital Partners, LLC 0.41% Add +6.8% 2,372 $1.4M
Third View Private Wealth, LLC 0.19% Add +30.0% 2,356 $1.4M
Talon Private Wealth, LLC 0.19% — 2,355 $1.4M
Compass Planning Associates Inc 0.89% Add +37.8% 2,342 $1.4M
Professional Financial Advisors, LLC 0.28% Reduce -88.9% 2,334 $1.4M
Synergy Asset Management, LLC 0.15% Reduce -22.8% 2,333 $1.4M
Planning Directions Inc. 0.71% Reduce -1.3% 2,332 $1.4M
Cullen Investment Group, LTD. 0.18% Add +8.3% 2,330 $1.4M
Grange Capital, LLC 1.39% Reduce -3.7% 2,328 $1.4M
Broadleaf Partners, LLC 0.32% Add +2.6% 2,325 $1.4M
Cross Staff Investments Inc 0.70% No change 2,320 $1.4M
Beck Mack & Oliver LLC 0.03% Reduce -7.9% 2,319 $1.4M
Resources Management Corp. /CT/ 0.18% Add +1.4% 2,314 $1.4M
Bradley & Co. Private Wealth Management, LLC 0.73% Add +25600.0% 2,313 $1.4M
Anfield Capital Management, LLC 0.38% Add +0.4% 2,307 $1.4M
Heritage Wealth Management, Inc. 0.77% Add +0.1% 2,299 $1.4M
Brookwood Investment Group LLC 0.18% Add +61.7% 2,299 $1.4M
Fairman Group, LLC 1.17% Add +2.5% 2,288 $1.4M
Vestor Capital, LLC 0.10% Add +1772.1% 2,284 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -55.8% 2,282 $1.4M
KCM Investment Advisors LLC 0.05% Reduce -10.5% 2,281 $1.4M
Continuum Wealth Advisors, LLC 0.57% Reduce -87.4% 2,280 $1.4M
Eddie Patel Inc 1.05% New 2,279 $1.4M
Cura Wealth Advisors, LLC 0.61% Add +1.6% 2,274 $1.4M
Bernardo Wealth Planning LLC 0.27% Add +3.4% 2,267 $1.4M
Mainstay Capital Management LLC 0.10% New 2,264 $1.4M
Main Street Group, LTD 0.43% Reduce -5.6% 2,263 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.32% Reduce -0.3% 2,261 $1.4M
GatePass Capital, LLC 0.67% Reduce -6.7% 2,260 $1.4M
Bedell Frazier Investment Counselling, LLC 0.27% Add +8.1% 2,251 $1.3M
Magnolia Private Wealth, LLC 0.90% No change 2,251 $1.3M
Coston, McIsaac & Partners 0.30% Add +8.5% 2,245 $1.3M
Rockingstone Advisors LLC 0.62% Add +9.8% 2,244 $1.3M
McGuire Investment Group, LLC 0.15% No change 2,243 $1.3M
Maple Capital Management, Inc. 0.09% Reduce -0.5% 2,224 $1.3M
Integrity Advisory Solutions, LLC 0.18% Add +40.5% 2,221 $1.3M
Versant Capital Management, Inc 0.13% Reduce -27.3% 2,220 $1.3M
Chapman Financial Group, LLC 0.95% Reduce -1.9% 2,217 $1.3M
Cranbrook Wealth Management, LLC 0.27% Add +72.4% 2,215 $1.3M
Berkshire Asset Management LLC 0.06% Add +76.5% 2,215 $1.3M
SmartHarvest Portfolios, LLC 0.55% Add +96.3% 2,214 $1.3M
Chapin Davis, Inc. 0.29% Reduce -6.5% 2,211 $1.3M
Petredis Investment Advisors LLC 0.11% Add +1.4% 2,208 $1.3M
Meridian Management Co. 0.33% No change 2,207 $1.3M
Mystic Asset Management, Inc. 0.31% Reduce -1.1% 2,207 $1.3M
Smithbridge Asset Management Inc. 0.20% New 2,207 $1.3M
Peterson Wealth Advisors, LLC 0.18% Add +1.6% 2,205 $1.3M
Accelerate Investment Advisors LLC 0.88% Reduce -1.3% 2,195 $1.3M
Macco Financial Group, Inc. 0.99% Add +39.0% 2,193 $1.3M
Partners Wealth Management, LLC 1.35% Reduce -0.1% 2,189 $1.3M
Breachway Investments LLC 1.26% No change 2,171 $1.3M
Hopwood Nicholas Hunter 0.42% Add +11.1% 2,188 $1.3M
Integrated Capital Management, LLC 0.55% Reduce -16.5% 2,186 $1.3M
Voya Investment Management LLC 0.00% Reduce -15.3% 2,184 $1.3M
Creekside Partners 0.54% Reduce -1.7% 2,184 $1.3M
Stage Harbor Financial, LLC 0.86% Add +184.5% 2,179 $1.3M
Sharp Wealth Advisory, LLC 0.64% Reduce -84.3% 2,170 $1.3M
Alkeme Wealth, LLC 0.53% No change 2,168 $1.3M
Stenger Family Office, LLC 0.23% Add +0.3% 2,163 $1.3M
Penney Financial, LLC 0.50% Add +4.4% 2,162 $1.3M
Valley Wealth Managers, Inc. 0.08% Add +3.1% 2,147 $1.3M
Farmers National Bank 0.28% Add +0.4% 2,141 $1.3M
Bay Rivers Group 0.53% Add +8.3% 2,141 $1.3M
Fjell Capital, LLC 0.98% Add +23.1% 2,137 $1.3M
Goelzer Investment Management, Inc. 0.06% Add +17.0% 2,137 $1.3M
Accretive Wealth Partners, LLC 0.36% Add +9.9% 2,134 $1.3M
Spectrum Wealth Advisory Group, LLC 0.47% Reduce -20.0% 2,133 $1.3M
Aspen Investment Management Inc 0.39% Add +8.6% 2,132 $1.3M
NTV Asset Management LLC 0.14% Reduce -14.2% 2,128 $1.3M
Melone Private Wealth, LLC 0.52% Reduce -0.5% 2,123 $1.3M
Fingerlakes Wealth Management, Inc. 0.84% Add +5.6% 2,113 $1.3M
Colonial Trust Advisors 0.10% No change 2,110 $1.3M
Tableaux LLC 0.61% Add +34.4% 2,103 $1.3M
TKG Advisors, LLC 0.52% Add +1.4% 2,099 $1.3M
Jessup Wealth Management, Inc 0.46% Reduce -0.1% 2,099 $1.3M
IAG Wealth Partners, LLC 0.14% Add +0.1% 2,095 $1.3M
MSA Advisors, LLC 0.38% No change 2,093 $1.3M
Warther Private Wealth, LLC 0.29% Reduce -5.4% 2,085 $1.2M
GAMCO Investors 0.01% No change 2,085 $1.2M
Citrine Capital LLC 0.54% Add +81.3% 2,078 $1.2M
Dearborn Partners LLC 0.07% Add +76.9% 2,075 $1.2M
New Age Alpha Advisors, LLC 0.06% Add +11.7% 2,072 $1.2M
Revisor Wealth Management LLC 0.34% Reduce -4.2% 2,071 $1.2M
Beese Fulmer Investment Management, Inc. 0.08% Add +30.4% 2,070 $1.2M
Doliver Advisors, LP 0.28% Add +0.5% 2,069 $1.2M
Osprey Private Wealth LLC 0.36% No change 2,066 $1.2M
Holos Integrated Wealth LLC 0.62% Add +43.5% 2,032 $1.2M
Olistico Wealth, LLC 0.61% Add +1.6% 2,057 $1.2M
Hill Investment Group Partners, LLC 0.14% Add +1.6% 2,053 $1.2M
Oakwell Private Wealth Management, LLC 0.22% Reduce -0.8% 2,044 $1.2M
PW Nova Financial Services LLC 0.33% Add +276.3% 2,036 $1.2M
First Financial Bank - Trust Division 0.10% Add +0.7% 2,034 $1.2M
Mustard Seed Financial, LLC 0.73% Add +1.3% 2,033 $1.2M
Shaker Financial Services, LLC 0.42% New 2,027 $1.2M
Blue Chip Partners, LLC 0.09% Add +20.6% 2,027 $1.2M
Concord Asset Management, LLC 0.20% No change 2,020 $1.2M
Dakota Community Bank & Trust NA 4.08% Add +700.4% 2,017 $1.2M
Summit Wealth Group LLC / Co. 0.13% Add +4.8% 2,014 $1.2M
Great Lakes Retirement, Inc. 0.12% Reduce -12.4% 2,013 $1.2M
B&D White Capital Company, LLC 0.15% Add +17.9% 2,013 $1.2M
Dagco, Inc. 0.26% Add +116.4% 2,008 $1.2M
Juncture Wealth Strategies, LLC 0.40% Reduce -6.5% 2,008 $1.2M
LMG Wealth Partners, LLC 0.22% Add +18.8% 2,007 $1.2M
Virtue Asset Management LLC 0.98% Add +9.0% 2,006 $1.2M
FFG Partners, LLC 0.47% New 1,995 $1.2M
Park Place Capital Corp 0.24% Add +0.1% 1,987 $1.2M
VERITY Wealth Advisors 0.79% No change 1,985 $1.2M
CapWealth Advisors, LLC 0.11% Reduce -6.8% 1,984 $1.2M
Walleye Trading LLC 0.02% New 1,978 $1.2M
Beacon Financial Planning, Inc. 0.46% Add +92.6% 1,978 $1.2M
3 Factor Indexing, LLC 1.11% — 1,973 $1.2M
Wulff, Hansen & Co. 1.20% Add +2.1% 1,971 $1.2M
Cacti Asset Management LLC 0.07% Add +14.5% 1,970 $1.2M
GW&K Investment Management, LLC 0.01% Add +52.2% 1,970 $1.2M
City National Bank of Florida 0.70% Add +20.6% 1,966 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -3.7% 1,964 $1.2M
Van Diest Capital, LLC 0.92% Add +139.7% 1,963 $1.2M
Fortune Financial Advisors, LLC 0.60% Reduce -11.4% 1,962 $1.2M
Meridian Financial Advisors, LLC 0.64% Reduce -0.1% 1,961 $1.2M
Allred Capital Management, LLC 0.43% Add +1.4% 1,958 $1.2M
Dimension Capital Management LLC 0.16% Reduce -3.9% 1,955 $1.2M
Platt Wealth Management LLC 1.14% Add +55.0% 1,956 $1.2M
Matters Capital LLC 1.03% New 1,953 $1.2M
Sensible Money, LLC 0.35% Add +0.1% 1,953 $1.2M
Symphony Financial, Ltd. Co. 0.15% Add +64.5% 1,961 $1.2M
Goepper Burkhardt LLC 0.39% Add +63.2% 1,950 $1.2M
Burns J W & Co. Inc. 0.13% Reduce -0.7% 1,948 $1.2M
First Growth Capital LLC 1.05% No change 1,929 $1.2M
SFG Wealth Management, LLC. 0.48% Reduce -1.1% 1,944 $1.2M
Motive Wealth Advisors 0.55% No change 1,944 $1.2M
Beacon Financial Advisory LLC 0.26% Add +4.1% 1,940 $1.2M
Austin Wealth Management, LLC 0.26% Reduce -30.3% 1,909 $1.2M
Winning Points Advisors, LLC 1.16% No change 1,933 $1.2M
Avenir Corp. 0.14% No change 1,930 $1.2M
Duncker Streett & Co. Inc. 0.22% Reduce -4.5% 1,928 $1.2M
Carter Financial Group, INC. 0.71% Reduce -2.4% 1,928 $1.2M
Osbon Capital Management LLC 0.94% Add +0.5% 1,928 $1.2M
Hardworking Capital Advisors, LLC 1.07% Add +0.5% 1,922 $1.1M
Ameliora Wealth Management Ltd. 0.37% Reduce -16.9% 1,920 $1.1M
Kanawha Capital Management LLC 0.08% Reduce -7.5% 1,914 $1.1M
Wealth Management Associates, Inc. 0.39% Add +2.8% 1,912 $1.1M
PKS Advisory Services, LLC 0.27% Add +125.1% 3,856 $1.1M
Benchmark Financial, LLC 1.02% Add +2.7% 1,908 $1.1M
Sjbenen Advisory, LLC 0.95% New 1,900 $1.1M
Wealth Management Nebraska 0.11% Reduce -5.0% 1,898 $1.1M
Burk Holdings LLC 0.49% Add +2.3% 1,896 $1.1M
Congress Asset Management Co. 0.01% No change 1,893 $1.1M
Tandem Investment Partners LLC 0.96% Reduce -1.8% 1,892 $1.1M
CGN Advisors LLC 0.09% Add +0.4% 1,887 $1.1M
Allium Financial Advisors, LLC 0.90% Add +1.4% 1,887 $1.1M
Willow Financial LLC 1.14% Add +1.1% 1,877 $1.1M
Howe & Rusling Inc. 0.07% Add +4.7% 1,876 $1.1M
Icon Wealth Advisors, LLC 0.07% Reduce -6.1% 1,707 $1.1M
RAM Investment Partners, LLC 0.20% Reduce -0.7% 1,866 $1.1M
Crown Wealth Group, LLC 0.33% Reduce -15.0% 1,865 $1.1M
Bluebird Wealth Management LLC 1.14% Reduce -3.6% 1,862 $1.1M
Dudley Capital Management, LLC 0.49% No change 1,861 $1.1M
Keeler & Nadler Financial Planning & Wealth Management 0.38% New 1,856 $1.1M
Financial Counselors Inc. 1.56% Reduce -0.4% 1,855 $1.1M
Grey Ledge Advisors, LLC 0.25% Reduce -1.6% 1,848 $1.1M
Retirement Planning Co of New England, Inc. 0.45% Add +0.3% 1,847 $1.1M
New Hampshire Trust 0.22% Reduce -57.9% 1,846 $1.1M
Towercrest Capital Management 0.17% Add +9.5% 1,845 $1.1M
Grey Fox Wealth Advisors, LLC 0.21% Add +0.2% 1,842 $1.1M
Impact Partnership Wealth, LLC 0.14% Add +10.3% 1,841 $1.1M
Bank of Hawaii 0.06% No change 1,836 $1.1M
Knightsbridge Asset Management, LLC 0.15% Reduce -0.1% 1,831 $1.1M
TruNorth Capital Management, LLC 0.21% Reduce -61.4% 1,831 $1.1M
Atticus Wealth Management, LLC 0.30% Add +1.3% 1,829 $1.1M
Family Manage LLC 0.13% Add +4.0% 1,827 $1.1M
Telos Capital Management, Inc. 0.10% Add +69.2% 1,827 $1.1M
Regatta Capital Group, LLC 0.17% Add +0.3% 1,824 $1.1M
Financial Partners Group, Inc 0.13% Reduce -4.2% 1,824 $1.1M
Eagle Wealth Advisors LLC 1.01% Add +0.3% 1,823 $1.1M
CPC Advisors, LLC 0.18% Add +1.7% 1,823 $1.1M
Coquina Private Wealth LLC 0.88% Add +3.7% 1,822 $1.1M
Financial Futures Ltd Liability Co. 0.48% Reduce -3.5% 1,819 $1.1M
Convergence Financial, LLC 0.12% Add +115.8% 1,804 $1.1M
Capstone Wealth Management Group, LLC 0.45% Add +0.1% 1,816 $1.1M
Fielder Capital Group LLC 0.24% Reduce -40.8% 1,814 $1.1M
Cornerstone Planning, LLC 0.24% Add +0.2% 1,803 $1.1M
Plotkin Financial Advisors, LLC 0.54% Reduce -0.3% 1,802 $1.1M
IMPACTfolio, LLC 0.46% Add +1.4% 1,801 $1.1M
Beacon Wealthcare LLC 0.38% No change 1,799 $1.1M
Checchi Capital Advisers, LLC 0.07% Add +27.2% 1,799 $1.1M
Fund Advisors of America Inc 1.09% Reduce -1.1% 1,798 $1.1M
Rinkey Investments 0.27% Reduce -2.4% 1,793 $1.1M
Matauro, LLC 0.15% Add +13.6% 1,787 $1.1M
Parkway Wealth Management Group, LLC 0.13% Add +6.7% 1,703 $1.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.10% Add +1.3% 1,780 $1.1M
Kennedy Investment Group, Inc. 0.42% Reduce -23.4% 1,779 $1.1M
Peoples Financial Services Corp. 0.50% Reduce -0.8% 1,778 $1.1M
Significant Wealth Partners LLC 1.31% Reduce -7.7% 1,776 $1.1M
Jamison Private Wealth Management, Inc. 0.13% Add +123.3% 1,771 $1.1M
Pavion Blue Capital, LLC 0.46% Add +22.9% 1,771 $1.1M
Woodley Farra Manion Portfolio Management Inc. 0.05% Add +6.7% 1,770 $1.1M
Jackson Square Capital, LLC 0.22% Add +17.6% 1,769 $1.1M
Compass Financial Services Inc 0.46% Reduce -18.9% 1,767 $1.1M
Williams & Novak, LLC 0.79% Add +4.2% 1,752 $1.1M
Gryphon Financial Partners LLC 0.11% Reduce -0.3% 1,765 $1.1M
Power Wealth Management LLC 0.39% Reduce -5.4% 1,763 $1.1M
Berkeley Capital Partners, LLC 0.24% Add +12.2% 1,763 $1.1M
Financial Management Network Inc. 0.16% Add +7.1% 1,681 $1.1M
Paragon Financial Partners, Inc. 0.60% Add +30.5% 1,632 $1.1M
Accredited Investor Services, LLC 0.67% No change 1,751 $1.0M
Lynch Investment Planning, LLC 0.94% Add +1.6% 1,750 $1.0M
Palumbo Wealth Management LLC 0.25% Reduce -2.9% 1,748 $1.0M
Total Clarity Wealth Management, Inc. 0.25% Add +4.1% 1,746 $1.0M
Costello Asset Management, INC 0.36% Add +8.0% 1,746 $1.0M
Sage Investment Counsel LLC 1.16% Add +0.3% 1,746 $1.0M
Barrett & Company, Inc. 0.36% Reduce -0.6% 1,738 $1.0M
One Wealth Advisors, LLC 0.13% No change 1,736 $1.0M
Guardsman Private Capital Management, Inc. 0.81% New 1,728 $1.0M
DHJJ Financial Advisors, Ltd. 0.34% Add +1.2% 1,727 $1.0M
Summit Asset Management, LLC 0.14% No change 1,722 $1.0M
Opes Wealth Management LLC 0.18% Reduce -1.8% 1,716 $1.0M
Manske Wealth Management 0.29% Add +31.0% 1,704 $1.0M
Perryman Financial Advisory Inc. 0.15% Add +17.7% 1,700 $1.0M
Caitlin John, LLC 0.61% Add +15.6% 1,698 $1.0M
Hall Capital Management Co. Inc. 0.36% No change 1,536 $1.0M
Midwest Capital Advisors, LLC 0.47% No change 1,697 $1.0M
Graves Light Lenhart Wealth, Inc. 0.11% Reduce -2.8% 1,696 $1.0M
Empirical Finance, LLC 0.05% Reduce -97.6% 1,693 $1.0M
Vestment Financial LLC 0.48% No change 1,551 $1.0M
Shaker Investments LLC 0.46% Add +1.1% 1,690 $1.0M
CLG LLC 0.25% Reduce -1.3% 1,689 $1.0M
SageOak Financial, LLC 0.71% Add +6.8% 1,684 $1.0M
DSG Capital Advisors, LLC 0.16% Reduce -3.0% 1,675 $1.0M
Coastwise Capital Group, LLC 0.55% Add +5.2% 1,671 $999K
FreeGulliver LLC 0.42% Add +4.9% 1,670 $998K
Van Hulzen Asset Management, LLC 0.07% Reduce -12.1% 1,668 $997K
Smallwood Wealth Investment Management, LLC 0.53% Add +1.1% 1,667 $996K
Vertrix Wealth Management, LLC 0.37% — 1,666 $995K
Pathway Financial Advisors LLC 0.12% Add +2.1% 1,650 $995K
marrick wealth, LLC 0.84% Reduce -12.1% 1,664 $994K
FC Advisory LLC 0.29% Add +0.2% 1,663 $994K
BWM Planning, LLC 0.26% Add +2.6% 1,660 $992K
Unique Wealth Strategies, LLC 0.41% Reduce -2.1% 1,659 $991K
Sherwood Financial Partners, LLC 0.88% Reduce -4.5% 1,658 $991K
Gaddis Premier Wealth Advisors LLC 0.73% Reduce -15.2% 1,656 $990K
TCFG Wealth Management, LLC 0.37% Add +42.1% 1,655 $989K
TCFG Investment Advisors, LLC 0.37% — 1,655 $989K
Financial Freedom, LLC 0.49% Add +0.1% 1,653 $987K
Wealth Management Strategies, Inc. 0.45% Add +0.3% 1,652 $987K
Alliance Wealth Management Group 0.22% Add +10.8% 1,645 $983K
Legacy Wealth Management, LLC / MS 0.28% No change 1,641 $981K
SwitchPoint Financial Planning, LLC 0.66% Add +3.5% 1,640 $980K
Churchill Financial Advisors, LLC 0.21% Add +10.1% 1,639 $979K
Brogan Financial, Inc. 0.43% Add +0.5% 1,639 $979K
Schwarz Dygos Wheeler Investment Advisors LLC 0.20% Reduce -0.6% 1,631 $975K
Northern Capital Management, Inc. 0.49% Reduce -4.5% 1,627 $972K
Lynx Investment Advisory 0.46% Reduce -12.2% 1,626 $972K
ATLas Financial Planning LLC 0.87% Add +1.3% 1,625 $971K
Manhattan West Asset Management, LLC 0.19% Add +89.9% 1,624 $971K
First Nebraska Trust Co 0.09% No change 1,624 $970K
Naviter Wealth, LLC 0.12% Add +19.1% 1,624 $970K
ORBA Wealth Advisors, L.L.C. 1.16% Add +0.1% 1,622 $969K
Stanich Group LLC 0.74% Reduce -0.9% 1,620 $968K
Nemes Rush Group LLC 0.09% Reduce -8.0% 1,618 $967K
Larch Capital Partners LLC 0.14% New 1,614 $965K
Carrera Capital Advisors 0.15% Reduce -8.2% 1,614 $964K
Silicon Valley Capital Partners 0.09% Add +5.3% 1,613 $964K
Financial Insights, Inc. 0.31% Add +11.1% 1,612 $963K
One Charles Private Wealth Services, LLC 0.24% No change 1,611 $963K
Trivant Custom Portfolio Group, LLC 0.53% Add +62.0% 1,607 $960K
Twin City Private Wealth, LLC 0.73% Reduce -0.4% 1,605 $959K
Mountain Capital Investment Advisors Inc. 0.14% Add +33.9% 1,457 $958K
Generations Wealth, LLC 0.93% Add +3.6% 1,602 $957K
Chesapeake Wealth Management 0.29% Add +4.6% 1,602 $957K
Tull Financial Group, Inc. 0.43% Add +6.7% 1,602 $957K
PW Advisors, LLC \ FL 0.71% Reduce -13.2% 1,597 $954K
Serenity Investment Advisors 0.45% Add +3.4% 1,389 $952K
Whitegate Investment Counselors, Inc. 0.30% Add +0.1% 1,591 $951K
Pacific Financial Group Inc. 0.51% Add +45.7% 1,587 $949K
Hoge Financial Services, LLC 0.51% Add +28.2% 1,583 $946K
Cornell Pochily Investment Advisors, Inc. 0.28% Add +6.5% 1,583 $946K
Palisades Hudson Asset Management, L.P. 0.37% Add +45.8% 1,582 $945K
Dupree Financial Group, LLC 0.38% Add +2.2% 1,576 $942K
Elite Financial, Inc. 0.42% No change 1,575 $941K
Cape Investment Advisory, Inc. 0.31% Add +11.3% 1,575 $941K
Flywheel Private Wealth LLC 0.53% Add +0.1% 1,572 $939K
Aquire Wealth Advisors, LLC 0.25% Add +0.9% 1,571 $939K
Richard P Slaughter Associates Inc 0.20% No change 1,568 $937K
Lifetime Wealth Management P.C. 0.54% No change 1,565 $935K
Beacon Financial Group 0.09% Add +8.0% 1,562 $934K
GDS Wealth Management 0.06% Add +22.1% 1,560 $932K
Laurel Oak Wealth Management, LLC 0.16% Add +1.2% 1,555 $929K
Wilkins Miller Wealth Management, LLC 0.56% Reduce -12.1% 1,553 $928K
Retirement Planning Group, LLC / NY 0.60% Add +1.1% 1,552 $928K
Chiron Capital Management, LLC 0.95% — 1,549 $925K
Advisory Resource Group 0.16% Add +9.1% 1,545 $923K
Signet Financial Management, LLC 0.10% Reduce -5.2% 1,540 $920K
First Wilshire Securities Management Inc. 0.21% No change 1,533 $916K
Millennium Capital Advisors, LLC 0.56% Add +0.3% 1,532 $915K
Refined Wealth Management 0.58% Reduce -22.2% 1,530 $914K
Stonebrook Private Inc. 0.19% Add +9.2% 1,528 $913K
Holderness Investments Co. 0.18% Add +2.8% 1,522 $909K
Ascent Advisors, LLC 1.67% — 1,519 $908K
Blackhawk Capital Partners, LLC 0.33% Add +0.6% 1,519 $908K
Waterway Wealth Management, LLC 0.20% No change 1,517 $907K
Washington Capital Management, Inc. 0.77% Reduce -3.2% 1,516 $906K
Fairvoy Private Wealth, LLC 0.22% Reduce -4.4% 1,514 $905K
Cadent Capital Advisors, LLC 0.24% Add +13.9% 1,514 $905K
Morling Financial Advisors, LLC 0.28% Reduce -21.4% 1,505 $899K
Carson Advisory Inc. 0.47% Add +10.0% 1,504 $899K
Cahaba Wealth Management, Inc. 0.06% Add +19.1% 1,503 $898K
Roger Wittlin Investment Advisory, LLC 0.73% Add +0.3% 1,501 $897K
Orographic Financial Advisors, LLC 0.64% — 1,500 $896K
Baron Wealth Management LLC 0.27% Reduce -27.3% 1,497 $895K
Arbor Wealth Advisors LLC 0.63% No change 1,496 $894K
Tidemark, LLC 0.23% Reduce -1.3% 1,493 $892K
Moody LYNN Lieberson & Walker, LLC 0.05% Reduce -0.9% 1,492 $892K
Weatherly Asset Management L. P. 0.07% No change 1,491 $891K
Worth Asset Management, LLC 0.33% Reduce -84.1% 1,488 $889K
Northeast Financial Group, Inc. 0.24% Reduce -21.5% 1,486 $888K
Cooper Financial Group 0.09% Reduce -9.2% 1,486 $888K
Arcadia Investment Advisors LLC 0.42% No change 1,479 $884K
DiNuzzo Private Wealth, Inc. 0.10% No change 1,478 $883K
Hennion & Walsh Asset Management, Inc. 0.03% Add +131.7% 1,478 $883K
Ranch Capital Advisors Inc. 0.32% Add +0.1% 1,478 $883K
Lam Group, Inc. 0.48% No change 1,475 $881K
Snider Financial Group 0.27% Reduce -14.9% 1,475 $881K
Urban Wealth Management, LLC 0.90% Add +0.2% 1,475 $881K
Lakewood Asset Management LLC 0.56% Add +9.0% 1,473 $880K
Abundance Wealth Counselors 0.13% Add +0.5% 1,469 $878K
Cumberland Partners Ltd 0.07% No change 1,463 $874K
Wallace Capital Management Inc. 0.10% Add +2.8% 1,461 $873K
Palacios Wealth Management, LLC 0.54% Add +74.6% 1,318 $871K
Fortem Financial Group, LLC 0.22% Reduce -36.9% 1,457 $871K
Prudent Man Advisors, LLC 0.26% Add +0.1% 1,457 $871K
Broadview Financial Management, LLC 0.59% Reduce -4.7% 1,451 $867K
Symphony Financial Services, Inc. 0.44% Reduce -1.4% 1,450 $866K
Forum Private Client Group LLC 0.29% Reduce -2.6% 1,448 $865K
Pine Harbor Wealth Management, LLC 0.26% Add +14.5% 1,447 $865K
Addison Advisors LLC 0.19% No change 1,446 $864K
Hopwood Financial Services, Inc. 0.58% Add +16.8% 1,438 $859K
Focused Alpha, LLC 0.27% Add +26.4% 1,438 $859K
Wealth Forward, LLC 0.48% No change 1,437 $859K
Prostatis Group LLC 0.22% Reduce -23.8% 1,434 $857K
Legacy Bridge, LLC 0.33% Add +13.4% 1,434 $857K
Watershed Private Wealth LLC 0.27% New 1,433 $856K
Brandywine Oak Private Wealth LLC 0.07% Add +0.8% 1,433 $856K
Fulton Breakefield Broenniman LLC 0.06% Add +24.5% 1,432 $856K
IVC Wealth Advisors LLC 0.37% No change 1,432 $856K
Financial Advisory Partners, LLC 0.24% Add +0.1% 1,432 $856K
Haven Private, LLC 0.37% Add +31.0% 1,429 $854K
Astoria Strategic Wealth, Inc. 0.22% Reduce -0.2% 1,423 $850K
Moran Wealth Management, LLC 0.03% Add +138.2% 1,422 $850K
Novare Capital Management LLC 0.07% Reduce -7.3% 1,417 $847K
Formidable Asset Management, LLC 0.13% Add +14.1% 1,348 $845K
ArborFi Advisors, LLC 0.69% Reduce -2.5% 1,414 $845K
Ulland Investment Advisors, LLC 0.73% Add +0.9% 1,410 $843K
Porter White Investment Advisors, Inc. 0.34% Reduce -0.2% 1,404 $839K
American National Bank of Texas 0.80% No change 1,403 $838K
Granite Bay Wealth Management, LLC 0.18% Add +107.2% 1,403 $838K
United Financial Planning Group LLC 0.50% Add +9.1% 1,402 $838K
Galvin, Gaustad & Stein, LLC 0.07% Add +1.4% 1,401 $837K
Main Management LLC 0.06% Add +32.3% 1,401 $837K
Griffin Asset Management, Inc. 0.09% Reduce -0.6% 1,400 $836K
Presilium Private Wealth, LLC 0.15% Reduce -28.6% 1,399 $836K
FCG Investment Co 0.37% — 1,397 $835K
Sierra Ocean, LLC 0.68% Reduce -18.1% 1,396 $834K
Carmel Capital Partners, LLC 0.30% Reduce -11.4% 1,394 $833K
McIlrath & Eck, LLC 0.06% Reduce -3.8% 1,393 $833K
Ascension Capital Advisors, Inc. 0.26% New 1,392 $832K
Foster & Motley Inc. 0.04% Add +12.6% 1,392 $832K
Watchman Group, Inc. 0.20% Reduce -1.7% 1,391 $831K
Noesis Capital Mangement Corp. 0.12% Add +18.1% 1,390 $830K
Solidarity Wealth, LLC 0.16% Add +17.1% 1,389 $830K
Avalon Advisory Group 0.33% Add +0.8% 1,387 $829K
Appleton Partners Inc. 0.06% Add +5.3% 1,386 $828K
ABLE Financial Group, LLC 0.16% Reduce -13.8% 1,382 $826K
Financial Connections Group, Inc. 0.29% Reduce -13.4% 1,378 $823K
Krane Financial Solutions LLC 0.56% — 1,376 $822K
Rakuten Securities, Inc. 0.34% Reduce -21.7% 1,375 $822K
Sfam, LLC 0.76% Add +43.5% 1,372 $820K
Squire Investment Management Company, LLC 0.23% Add +10.5% 1,370 $819K
Alpha Zero LLC 0.41% Add +1.5% 1,370 $819K
St Germain D J Co. Inc. 0.03% Add +16.9% 1,368 $817K
Lakeridge Wealth Management LLC 0.35% Add +5.9% 1,367 $817K
Yoffe Investment Management, LLC 1.05% No change 1,366 $816K
Insight 2811, Inc. 0.35% Add +31.6% 1,366 $816K
Signature Wealth Management Group 0.31% Reduce -0.9% 1,363 $814K
Consilium Wealth Advisory, LLC 0.28% No change 1,363 $814K
Lakeside Advisors, INC. 0.54% Add +4.2% 1,360 $813K
Security National Bank of Sioux City Iowa 0.48% Add +234.2% 1,360 $813K
GFS Advisors, LLC 0.05% No change 1,360 $813K
Ironwood Financial, llc 0.14% Reduce -0.1% 1,360 $812K
Elevated Financial Group LLC 0.27% New 1,359 $812K
Stewardship Advisors, LLC 0.19% Add +17.1% 1,353 $809K
Private Capital Management, LLC 0.08% Add +37.6% 1,347 $805K
GFG Capital, LLC 0.26% Add +59.2% 1,339 $800K
Studio Investment Management LLC 0.14% Add +9.6% 1,338 $800K
Indie Asset Partners, LLC 0.91% Add +1.2% 1,336 $798K
Kelsey Financial, LLC 0.70% Add +20.6% 1,336 $798K
Murphy & Mullick Capital Management Corp 0.59% Add +78.4% 1,336 $798K
Brown Wealth Management, LLC 0.20% Add +14.1% 1,334 $797K
Mascagni Wealth Management, Inc. 0.57% Add +19.1% 1,334 $797K
Stokes Capital Advisors, LLC 0.18% No change 1,334 $797K
Financial Planning Navigators CORP 0.35% Reduce -6.4% 1,332 $796K
Main Street Research LLC 0.05% Add +159.7% 1,332 $796K
Investmark Advisory Group LLC 0.34% Add +0.4% 1,331 $795K
Herold Advisors, Inc. 0.17% Add +49.9% 1,330 $795K
Endeavor Private Wealth, Inc. 0.23% Reduce -2.2% 1,326 $793K
Truefg, LLC 0.21% Reduce -3.0% 1,326 $792K
Graney & King, LLC 0.43% Add +0.1% 1,325 $792K
Merited Wealth, LLC 0.66% Reduce -4.6% 1,322 $790K
Marquette Asset Management, LLC 0.12% No change 1,322 $790K
Interactive Financial Advisors, Inc. 0.52% Add +4.3% 1,321 $790K
Midwest Financial Group LLC 0.34% Add +1.1% 1,319 $788K
Pegasus Asset Management, Inc. 0.25% Reduce -0.2% 1,314 $785K
Valley Financial Group, Inc. 0.42% Add +19.1% 1,311 $783K
Amara Financial, Llc. 0.54% Add +0.1% 1,310 $783K
Legacy Trust 0.15% Reduce -0.8% 1,308 $782K
Pathway Financial Advisers, LLC 0.22% Add +6.7% 1,306 $780K
Howard Capital Management Group, LLC 0.05% Add +0.1% 1,300 $777K
Schaper Benz & Wise Investment Counsel Inc. 0.06% Reduce -4.3% 1,299 $776K
Ballast Financial Advisors LLC 0.79% No change 1,296 $774K
Gould Asset Management LLC 0.13% Reduce -1.5% 1,295 $774K
Shira Ridge Wealth Management 0.31% Reduce -0.8% 1,295 $774K
North Ridge Wealth Advisors, Inc. 0.44% Add +607.6% 1,295 $774K
Bluespring Wealth Management, LLC 0.07% Reduce -5.0% 1,294 $773K
Patrick M Sweeney & Associates, Inc. 0.50% Reduce -1.1% 1,293 $773K
Greystone Financial Group, LLC 0.22% Reduce -19.3% 1,291 $772K
Evergreen Wealth Partners LLC 0.59% Add +0.7% 1,290 $771K
Riversedge Advisors, LLC 0.12% Reduce -17.1% 1,288 $770K
FLC Capital Advisors 0.14% Reduce -37.9% 1,288 $770K
Emprise Bank 0.31% Reduce -0.2% 1,286 $768K
United Bank 0.26% Add +145.4% 1,286 $768K
Hartford Financial Management Inc. 0.20% No change 1,281 $765K
Firestone Capital Management 0.16% Reduce -0.3% 1,278 $764K
Stone Summit Wealth LLC 0.21% Add +24.2% 1,277 $763K
Verity Asset Management, Inc. 0.32% Add +2.7% 1,275 $763K
Walsh & Associates, LLC 0.76% No change 1,275 $762K
Wealthcare Capital Management LLC 0.08% Reduce -3.9% 1,274 $761K
MPWM Advisory Solutions, LLC 0.40% Add +42.8% 1,274 $761K
Teachers Insurance & Annuity Association of America 0.95% Reduce -1.2% 1,272 $760K
Concentrum Wealth Management 0.22% Add +147.9% 1,272 $760K
Fiscal Wisdom Wealth Management, LLC 0.73% Reduce -13.5% 1,271 $760K
Sprinkle Financial Consultants LLC 0.35% Add +5.3% 1,269 $759K
Beckerman Institutional, LLC 0.40% Reduce -0.6% 1,270 $759K
SC&H Financial Advisors, Inc. 0.11% Add +2.3% 1,270 $759K
Hickory Point Bank & Trust 0.50% Add +11.0% 1,269 $758K
SlateStone Wealth, LLC 0.06% Add +5.1% 1,265 $756K
Collaborative Wealth Managment Inc. 0.35% Reduce -28.4% 1,265 $756K
Colonial Trust Co / SC 0.10% Reduce -2.9% 1,262 $754K
Delta Investment Management, LLC 0.13% Add +214.2% 1,260 $753K
McHugh Group, LLC 0.45% Add +23.6% 1,257 $751K
Miller Investment Management, LP 0.07% No change 1,256 $751K
First Bancorp, Inc 0.37% No change 1,254 $749K
Addison Capital Co 0.13% Add +38.7% 1,254 $749K
First National Bank of Mount Dora, Trust Investment Services 0.16% No change 1,252 $748K
Orion Capital Management LLC 0.26% No change 1,251 $748K
Spectrum Planning & Advisory Services Inc. 0.37% No change 1,248 $746K
Perennial Advisors, LLC 0.13% Add +0.4% 1,247 $745K
Santori & Peters, Inc. 0.23% Reduce -1.0% 1,241 $742K
Taylor & Morgan Wealth Management, LLC 0.42% Reduce -5.1% 1,240 $741K
Old Second National Bank of Aurora 0.15% Reduce -0.3% 1,239 $740K
Dominguez Wealth Management Solutions, Inc. 0.45% Add +0.1% 1,237 $739K
Sagewood Asset Management LP 0.23% New 1,234 $737K
Lazari Capital Management, Inc. 0.26% Add +28.5% 1,232 $736K
Integrated Wealth Management 0.84% Add +1.5% 1,221 $730K
Interchange Capital Partners, LLC 0.23% Add +84.5% 1,419 $729K
Reyes Financial Architecture, Inc. 0.60% Reduce -7.2% 1,219 $728K
Cornerstone Advisory, LLC 0.07% Add +7.2% 1,217 $727K
PCG Wealth Advisors, LLC 0.18% Add +0.6% 1,211 $724K
Central Bank & Trust Co. 0.11% Reduce -4.5% 1,210 $723K
Summit Wealth Partners, LLC 0.11% Add +4.3% 1,209 $722K
TIAA Wealth Investment Management LLC 0.01% — 1,242 $722K
Shepherd Kaplan Krochuk, LLC 0.61% Reduce -0.7% 1,206 $721K
New Wave Wealth Advisors LLC 0.25% Reduce -53.3% 1,205 $720K
Aerodigm Wealth, LLC 0.27% Add +1.9% 1,205 $720K
Ironvine Capital Partners, LLC 0.08% No change 1,202 $718K
Bar Harbor Wealth Management 0.04% Add +8.3% 1,202 $718K
Texas Bank & Trust Co 0.27% No change 1,200 $717K
Nicholas Wealth, LLC. 0.49% Add +32.7% 1,197 $715K
Tower View Wealth Management LLC 0.37% Reduce -0.3% 1,196 $715K
Norden Group LLC 0.07% Add +134.5% 1,196 $715K
Inspire Advisors, LLC 0.06% Reduce -0.6% 1,194 $713K
Mason & Associates Inc 0.14% Add +11.8% 1,223 $711K
Leigh Baldwin & Co., LLC 0.46% Add +0.7% 1,188 $710K
Elmwood Wealth Management, Inc. 0.20% Add +80.7% 1,187 $709K
James J. Burns & Company, LLC 0.10% Add +90.2% 1,187 $709K
Ares Financial Consulting, LLC 0.56% Add +0.2% 1,175 $708K
Alta Wealth Advisors LLC 0.23% Add +27.7% 1,184 $707K
JNBA Financial Advisors 0.06% Reduce -3.4% 1,182 $706K
RPS Advisory Solutions LLC 0.40% Reduce -30.9% 1,173 $701K
Willis Investment Counsel 0.04% Add +47.2% 1,173 $701K
Upper Left Wealth Management, LLC 0.41% Reduce -1.7% 1,172 $700K
Shakespeare Wealth Management, LLC 0.17% Add +5.3% 1,170 $699K
Plum Street Advisors, LLC 0.24% Reduce -36.4% 1,169 $699K
Penn Davis McFarland Inc. 0.07% Add +4.7% 1,168 $698K
Hurlow Wealth Management Group, Inc. 0.17% Add +39.9% 1,161 $694K
Private Wealth Asset Management, LLC 0.07% No change 1,160 $693K
Northern Lights Advisors, Inc. 0.47% Reduce -1.1% 1,159 $693K
USAdvisors Wealth Management, LLC 0.23% Add +21.6% 1,192 $692K
AMJ Financial Wealth Management 0.16% Reduce -12.3% 1,155 $690K
Silver Coast Investments LLC 0.22% Reduce -13.7% 1,154 $689K
Northcape Wealth Management, LLC 0.19% Add +16.2% 1,150 $687K
Matisse Capital 0.29% Add +0.9% 1,148 $686K
Kennicott Capital Management LLC 0.37% New 1,148 $686K
Ames National Corp. 0.41% Add +7.3% 1,148 $685K
Shearwater Capital LLC 0.36% Add +233.4% 1,147 $685K
Foundry Financial LLC 0.29% Add +7.7% 1,146 $685K
Buckhead Capital Management LLC 0.26% Reduce -2.4% 1,143 $683K
Armor Investment Advisors, LLC 0.25% Add +0.3% 1,142 $682K
Plan A Wealth LLC 0.33% Add +3.3% 1,139 $681K
Ackerman Asset Management, LLC 0.47% Reduce -10.0% 1,138 $680K
Insight Wealth Strategies, LLC 0.08% Add +0.7% 1,137 $679K
City Center Advisors, LLC 0.63% Add +0.2% 1,136 $679K
Davidson Trust Co. 0.29% Add +18.4% 1,133 $677K
Meadowbrook Advisors Group, LLC 0.40% No change 1,132 $676K
Strategy Asset Managers LLC 0.11% Reduce -3.1% 1,131 $676K
Trustco Bank Corp. N Y 0.60% No change 1,131 $676K
SYM FINANCIAL Corp 0.07% Reduce -2.8% 1,131 $676K
American Institute for Advanced Investment Management, LLP 0.44% Add +22.3% 1,129 $675K
Borer Denton & Associates, Inc. 0.24% Add +8.7% 1,128 $674K
Van Den Berg Management I, Inc. 0.15% Add +18.3% 1,127 $673K
Summit Investment Advisory Services, LLC 0.25% Add +23.7% 1,126 $673K
Cary Street Partners Investment Advisory LLC 0.17% Add +8.1% 1,124 $672K
Tillman Hartley LLC 0.17% Reduce -9.2% 1,122 $670K
Boyum Wealth Architects LLC 0.28% Add +42.9% 1,010 $669K
Sanders Morris Harris LLC 0.11% New 1,120 $669K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 1,118 $668K
Trust Co 0.06% Reduce -0.5% 1,118 $668K
Osborne Partners Capital Management, LLC 0.04% Add +60.3% 1,116 $667K
Capital Investment Services of America, Inc. 0.07% Add +3.3% 1,115 $667K
Hazlett, Burt & Watson, Inc. 0.21% Add +21.7% 1,115 $666K
Luts & Greenleigh Group, Inc. 0.53% Add +1.3% 1,113 $665K
Heartwood Wealth Advisors LLC 0.06% Add +0.3% 1,112 $664K
Oak Wealth Advisors LLC 0.36% Add +1.1% 1,111 $664K
Pacific Excel Wealth Advisors, Inc. 0.70% Add +57.2% 1,110 $663K
Capital CS Group, LLC 1.36% Reduce -78.6% 1,105 $660K
AllGen Financial Advisors, Inc. 0.16% Reduce -0.6% 1,102 $659K
Institute for Wealth Management, LLC. 0.07% Reduce -19.4% 1,102 $658K
Campion Asset Management 0.45% No change 1,100 $657K
Legacy Wealth Asset Management, LLC 0.16% Add +0.3% 1,099 $657K
Elk River Wealth Management LLC 0.11% No change 1,099 $657K
Guided Capital Wealth Management, LLC 0.43% No change 1,098 $656K
Integris Wealth Management, LLC 0.15% No change 1,096 $655K
TOWER TRUST & INVESTMENT Co 0.43% No change 1,096 $655K
Concorde Asset Management, LLC 0.32% Reduce -14.8% 1,095 $654K
Essex LLC 0.12% Reduce -4.1% 1,093 $653K
ETF Store, Inc. 0.63% Add +2.4% 1,088 $650K
Mengis Capital Management, Inc. 0.11% Reduce -1.8% 1,083 $648K
PFG Private Wealth Management, LLC 0.27% Add +8.2% 1,083 $647K
Signature Resources Capital Management, LLC 0.31% Add +0.4% 1,082 $647K
FFT Wealth Management LLC 0.12% Add +14.6% 1,082 $646K
Paragon Advisors, LLC 0.17% Add +52.3% 1,081 $646K
First Citizens Financial Corp 0.30% No change 1,080 $645K
Beacon Bank & Trust 0.13% Add +53.3% 1,079 $645K
Rhodes Investment Advisors Inc. 0.55% Add +6.6% 1,078 $644K
Harbor Group, Inc. 0.09% Reduce -0.4% 1,076 $643K
Madson Wealth Advisors Inc 0.53% — 1,075 $642K
Kropog Financial Group, LLC 0.52% Add +1.4% 1,073 $641K
Elevation Wealth Management LLC 0.59% Add +21.1% 1,073 $641K
Financial Concepts Unlimited, Inc. 0.57% — 1,070 $639K
SJS Investment Consulting Inc. 0.08% Add +23.0% 1,069 $639K
Schaeffer Financial LLC 0.53% New 1,063 $635K
Sterling Investment Advisors, Ltd. 0.11% Add +2.6% 1,060 $634K
Financial Advisory Corp 0.09% Reduce -18.0% 1,059 $633K
Buffalo Business & Estate Services Ltd. 0.09% Reduce -39.9% 1,057 $631K
Manchester Financial Inc. 0.12% Add +9.3% 1,056 $631K
SPWM Advisors LLC 0.55% Add +66.0% 928 $630K
KERR FINANCIAL PLANNING Corp 0.44% Reduce -52.5% 964 $629K
Tarbox Family Office, Inc. 0.10% No change 1,051 $628K
Wellington Grp LLC 0.19% Add +16.7% 1,050 $628K
White Pine Capital LLC 0.17% No change 1,050 $627K
Moseley Investment Management Inc. 0.20% Add +0.6% 1,048 $626K
Plus Group Wealth Advisors LLC 0.69% Add +0.7% 1,046 $625K
Robinswood Financial LLC 0.20% Add +17.3% 1,045 $625K
Oxinas Partners, LLC 0.28% Add +27.2% 1,043 $623K
Intelligence Driven Advisers, LLC 0.11% Reduce -20.4% 1,042 $623K
Leisure Capital Management 0.22% Reduce -38.5% 1,042 $623K
First Community Trust NA 0.46% Reduce -59.6% 1,039 $621K
Tevis Investment Management 0.35% Add +0.6% 1,039 $621K
Vontobel Holding Ltd. 0.00% Reduce -12.6% 1,033 $617K
Centerpoint Advisory Group 0.46% No change 1,032 $617K
Sherrill & Hutchins Financial Advisory, Inc 0.36% No change 1,032 $617K
RCW Management, LLC 0.63% Reduce -2.9% 1,031 $616K
Richmond Investment Services, LLC 0.10% Add +2.3% 1,031 $616K
Rothschild Capital Partners, LLC 0.15% Reduce -1.8% 1,028 $614K
Missouri Trust & Investment Co 0.18% Reduce -1.4% 1,025 $612K
Regent Peak Wealth Advisors LLC 0.12% Reduce -6.3% 1,025 $612K
Lountzis Asset Management, LLC 0.22% No change 1,024 $612K
Clark Wealth Partners 0.41% Add +2.2% 1,021 $610K
Elevate Capital Advisors, LLC 0.39% Reduce -64.8% 1,021 $610K
NCM Capital Management, LLC 0.22% Add +9.2% 1,019 $609K
Mountain Pacific Investment Advisers LLC 0.10% Reduce -1.1% 1,019 $609K
Lockerman Financial Group, Inc. 1.09% No change 1,017 $608K
Eldridge Investment Advisors, Inc. 0.13% Add +1.4% 1,015 $606K
Lighthouse Financial LLC 0.37% Add +5.4% 1,014 $606K
Delos Wealth Advisors, LLC 0.35% New 1,014 $606K
Pacifica Partners Inc. 0.20% Add +88.1% 1,012 $605K
Clear Harbor Asset Management, LLC 0.04% Add +79.6% 1,011 $604K
Chatterton & Associates Inc. 0.42% Add +69.5% 966 $604K
Navalign, LLC 0.15% Reduce -1.2% 1,009 $603K
FinDec Wealth Services, Inc. 0.74% Reduce -6.3% 1,008 $602K
SMI Advisory Services, LLC 0.10% Reduce -26.8% 993 $602K
Kellett Wealth Advisors, LLC 0.33% Add +0.5% 1,007 $602K
B & T Capital Management DBA Alpha Capital Management 0.09% Reduce -9.5% 1,006 $601K
Wealthedge Investment Advisors, LLC 0.22% Add +12.4% 1,005 $601K
Financial Gravity Asset Management, Inc. 0.11% Reduce -1.1% 1,005 $600K
Lodestone Wealth Management LLC 0.24% Add +0.3% 1,002 $599K
Payne Capital Management, LLC 0.18% Reduce -10.1% 1,002 $599K
Asset Advisory Group, Inc. 0.30% Add +0.8% 1,001 $598K
United Asset Strategies, Inc. 0.05% Add +5.3% 999 $597K
Compass Capital Corp. /Ma/ 0.21% Add +18.3% 886 $596K
Stonehearth Capital Management, LLC 0.24% Reduce -3.4% 996 $595K
SWAN Capital LLC 0.22% Add +22.2% 992 $593K
Whelan Financial 0.18% Add +2.5% 990 $592K
Exchange Bank 0.41% No change 990 $592K
SpringVest Wealth Management LLC 0.40% Add +5.5% 989 $591K
Shulman DeMeo Asset Management LLC 0.13% Add +0.1% 987 $590K
Zinnia Wealth Advisory, LLC 0.66% Add +9.2% 985 $589K
JGP Wealth Management, LLC 0.06% Add +18.5% 982 $587K
Town Capital LLC 0.47% Add +9.5% 982 $587K
Mattern Wealth Management LLC 0.11% Reduce -2.1% 979 $585K
Spinnaker Investment Group, LLC 0.12% Add +23.2% 978 $584K
Sincerus Advisory, LLC 0.44% Add +83.8% 976 $583K
Kingsbury Capital Investment Advisors LLC 0.55% — 976 $583K
BNB Wealth Management, LLC 0.37% Add +7.2% 974 $582K
Fortune Financial Group, Inc. 0.52% Reduce -88.7% 974 $582K
Painted Porch Advisors LLC 0.28% Reduce -40.6% 974 $582K
Rosenblum Silverman Sutton S F Inc. 0.15% Add +7.3% 973 $581K
E-Wealth Partners, LLC 0.47% Reduce -2.0% 971 $580K
LifeSteps Financial, Inc. 0.37% No change 969 $579K
Westwind Capital 0.14% Add +27.6% 984 $578K
Kraft, Davis & Associates, LLC 0.12% Reduce -0.1% 874 $578K
Delta Asset Management LLC 0.05% Add +0.1% 965 $577K
IF Advisors, LLC 0.41% No change 965 $577K
Penobscot Investment Management Company, Inc. 0.05% Add +85.2% 963 $576K
Mosley Wealth Management 0.26% No change 938 $575K
Providence Capital Advisors, LLC 0.09% Reduce -0.6% 960 $574K
Cerro Pacific Wealth Advisors LLC 0.15% Reduce -19.4% 955 $571K
Poehling Capital Management, INC. 0.12% Reduce -1.4% 955 $571K
Burns Matteson Capital Management, LLC 0.22% Add +5.0% 954 $570K
Creekmur Asset Management LLC 42.94% — 953 $570K
ROI Financial Advisors, LLC 0.34% Reduce -1.8% 947 $566K
Elgethun Capital Management 0.09% Add +0.2% 945 $565K
1832 Asset Management L.P. 0.00% Add +93.8% 944 $564K
Howard Financial Services, LTD. 0.06% Reduce -4.1% 944 $564K
NFSG Corp 0.09% Reduce -10.1% 944 $564K
Brown, Lisle/Cummings, Inc. 0.14% No change 943 $563K
PMG Family Office LLC 0.63% Add +0.8% 942 $563K
Philip James Wealth Mangement, LLC 0.07% No change 940 $562K
Thompson David Blair 0.32% Add +6.2% 937 $560K
Atlantic Edge Private Wealth Management, LLC 0.14% Reduce -60.2% 937 $560K
Keystone Financial Services 0.16% No change 936 $559K
McLean Asset Management Corp 0.10% Reduce -7.4% 936 $559K
Total Investment Management Inc. 0.07% Add +10.0% 935 $559K
Redmond Asset Management, LLC 0.15% Add +69.8% 932 $557K
Pillar Financial Advisors, LLC 0.32% Add +0.2% 930 $556K
Trinity Legacy Partners, LLC 0.12% Add +0.3% 868 $554K
William Howard & Co Financial Advisors Inc 0.48% Add +0.8% 924 $552K
Drake & Associates, LLC 0.11% Add +20.0% 923 $552K
TCTC Holdings, LLC 0.02% No change 923 $552K
3EDGE Asset Management, LP 0.03% No change 923 $552K
Essential Planning, LLC. 0.18% Reduce -4.5% 923 $551K
Altfest L J & Co. Inc. 0.06% Add +15.7% 921 $550K
Tme Financial, Inc. 0.38% Add +0.3% 918 $549K
Winnacle Wealth LLC 0.42% Add +248.7% 917 $548K
San Luis Wealth Advisors LLC 0.09% Add +1.9% 915 $547K
Advisors Management Group Inc. 0.10% New 915 $546K
Coordinated Financial Services, Inc. 0.32% Reduce -5.2% 913 $546K
Clarion Wealth Managment Partners, LLC 0.49% Add +0.1% 913 $545K
Steigerwald, Gordon & Koch Inc. 0.06% Reduce -0.1% 908 $543K
AA Financial Advisors, LLC 0.08% Reduce -8.6% 907 $542K
Strait & Sound Wealth Management LLC 0.21% Reduce -4.7% 907 $542K
Columbia River Financial Group, LLC 0.31% Reduce -1.4% 905 $541K
Empirical Asset Management, LLC 0.14% Add +0.7% 9,393 $539K
Elite Life Management LLC 0.68% No change 795 $539K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -12.5% 898 $537K
Davidson Investment Advisors 0.02% Reduce -36.6% 898 $537K
Bellevue Asset Management, LLC 0.27% Add +24.1% 896 $536K
Home Federal Bank of Tennessee 0.13% New 895 $535K
Keener Financial Planning LLC 0.22% Add +6.5% 895 $534K
Stiles Financial Services Inc 0.16% Add +1.1% 893 $533K
PMG Wealth Management, Inc. 0.38% Add +22.9% 892 $533K
Beck Capital Management, LLC 0.12% Reduce -40.0% 891 $533K
Winter & Associates, Inc. 0.46% No change 872 $528K
Burford Brothers, Inc. 0.22% Reduce -3.5% 884 $528K
DKM Wealth Management, Inc. 0.38% No change 881 $526K
Kwmg, LLC 0.04% Add +22.7% 881 $526K
West Wealth Group, LLC 0.10% Add +19.1% 879 $525K
tru Independence LLC 0.26% Reduce -3.6% 878 $525K
CPA Asset Management Group, LLC 0.18% Reduce -40.1% 878 $525K
Mach-1 Financial Group, LLC 0.18% Reduce -36.5% 877 $525K
True Link Financial Advisors, LLC 0.03% Add +18.6% 875 $523K
Claret Asset Management Corp 0.06% Add +0.2% 872 $521K
Winch Advisory Services, LLC 0.12% Add +47.5% 870 $520K
Taylor Financial Group, Inc. 0.31% No change 867 $518K
Clare Market Investments LLC 0.11% — 867 $518K
Nautilus Advisors LLC 0.35% Add +24.8% 866 $518K
Newport Capital Group, LLC 0.31% Add +22.5% 859 $515K
Lee Danner & Bass Inc. 0.03% No change 862 $515K
Gallagher Capital Advisors, LLC 0.35% Add +0.3% 862 $515K
Wrenne Financial Planning LLC 0.20% Add +27.0% 861 $514K
Avid Wealth Partners LLC 0.24% Add +35.5% 859 $513K
Prosperity Bancshares Inc 0.41% Add +429.6% 858 $513K
Investment Research Partners LLC 0.21% Add +13.9% 858 $513K
Evansbrook LLC 0.34% New 855 $511K
Hamilton Capital, LLC 0.03% Reduce -54.5% 854 $510K
CCG Wealth Management, LLC 0.14% New 852 $509K
AAF Wealth Management, LLC 0.21% No change 850 $508K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.46% Add +19.6% 850 $508K
Colton Groome Financial Advisors, LLC 0.14% Reduce -14.9% 848 $507K
Grant Private Wealth Management Inc 0.27% Add +43.2% 848 $507K
Koss-Olinger Consulting, LLC 0.04% Reduce -53.7% 844 $505K
Horizons Wealth Management 0.34% Reduce -2.1% 844 $504K
Tobias Financial Advisors, Inc. 0.07% Add +26.8% 843 $504K
Covenant Asset Management, LLC 0.10% Add +21.0% 840 $502K
Ellsworth Advisors, LLC 0.09% Reduce -0.8% 839 $501K
Allegheny Financial Group 0.07% Reduce -26.6% 834 $498K
Glassy Mountain Advisors, Inc. 0.15% No change 834 $498K
Edge Wealth Management LLC 0.09% New 834 $498K
Tucker Asset Management LLC 0.15% Add +40.7% 833 $498K
GuidedMoney, LLC 0.26% Add +2.3% 833 $498K
LCNB Corp. 0.17% No change 833 $498K
Tounjian Advisory Partners, LLC 0.18% Add +0.2% 832 $498K
Colony Family Offices, LLC 0.12% No change 833 $498K
Warburton Capital Management, LLC 0.24% Add +22.1% 796 $497K
Mason Investment Advisory Services, Inc. 0.02% Reduce -2.4% 831 $497K
Signet Investment Advisory Group, Inc. 0.23% No change 830 $496K
ODonnell Financial Services, LLC 0.17% Add +0.4% 830 $496K
Mayfair Advisory Group, LLC 0.17% Add +13.6% 827 $494K
Highland Financial Advisors, LLC 0.13% Add +78.0% 826 $494K
Legacy Financial Advisors, Inc. 0.07% Reduce -0.7% 826 $494K
Aspiring Ventures, LLC 0.17% Add +36.7% 823 $492K
Invested Advisors 0.50% Add +14.6% 823 $492K
Emissary Wealth LLC 0.46% Reduce -3.4% 822 $491K
MPS Loria Financial Planners, LLC 0.13% Add +0.4% 822 $491K
Opal Wealth Advisors, LLC 0.11% Add +42.7% 822 $491K
Mma Asset Management LLC 0.17% Reduce -2.5% 822 $491K
Veracity Capital LLC 0.18% Add +5.0% 821 $491K
MidAtlantic Capital Management, Inc. 0.34% Reduce -14.0% 821 $491K
Straight Path Wealth Management 0.13% No change 821 $491K
Three Magnolias Financial Advisors, LLC 0.31% Add +14.3% 821 $491K
Woodward Diversified Capital, LLC 0.22% Reduce -2.1% 750 $490K
Aspen Capital Management, LLC 0.12% No change 819 $489K
Advantage Trust Co 0.22% Add +2.5% 819 $489K
Mustico Financial Group, Inc. 0.34% No change 743 $488K
Adelphi Trust Co 0.39% Reduce -68.6% 812 $485K
River Street Advisors LLC 0.16% No change 812 $485K
Cypress Financial Planning LLC 0.14% Add +2.8% 811 $485K
Shepherd Street Advisors LLC 0.48% Add +5.9% 811 $485K
American Capital Advisory, LLC 0.20% Reduce -9.6% 811 $485K
Presidio Capital Management, LLC 0.14% Add +4.3% 810 $484K
Quantum Financial Planning Services, Inc. 0.17% Add +0.1% 809 $484K
Ark Wealth Advisors LLC 0.48% Add +78.2% 809 $483K
Colonial River Investments, LLC 0.17% Reduce -9.5% 808 $483K
one8zero8, LLC 0.11% Add +26.4% 805 $481K
Balanced Wealth Group LLC 0.17% Reduce -1.5% 802 $479K
Outbound Financial Inc 0.36% No change 802 $479K
Tufton Capital Management 0.09% New 803 $479K
46 Peaks LLC 0.35% No change 799 $477K
VectorGlobal IAG, Inc. 0.12% — 798 $477K
Alliance Wealth Advisors, LLC 0.23% No change 798 $477K
Define Financial, LLC 0.26% Reduce -5.9% 795 $475K
Bannerman Wealth Management Group, LLC 0.32% New 794 $474K
Joseph Group Capital Management 0.12% Add +5.0% 793 $474K
Threadgill Financial, LLC 0.14% New 793 $474K
New Insight Wealth Advisors 0.17% Reduce -3.8% 792 $474K
Hudson Value Partners, LLC 0.14% Reduce -0.5% 792 $473K
Amplius Wealth Advisors, LLC 0.04% Reduce -0.1% 791 $473K
Marietta Investment Partners LLC 0.09% Reduce -7.7% 789 $471K
Forum Finance Group S.A. 0.26% — 975 $471K
Colorado Capital Management, Inc. 0.18% Add +11.9% 789 $471K
Riverbend Wealth Management, LLC 0.29% Add +19.8% 787 $470K
Graham Capital Wealth Management, LLC 0.42% Add +15.7% 787 $470K
Private Wealth Management Group, LLC 0.12% Add +51.7% 786 $470K
Provident Living Financial Services, Inc. 0.52% Add +9.9% 786 $470K
Caldwell Sutter Capital, Inc. 0.19% Reduce -4.8% 786 $470K
WFA of San Diego, LLC 0.38% Reduce -2.5% 784 $468K
Potentia Wealth 0.18% Reduce -13.1% 783 $468K
Nelson Capital Management, LLC 0.06% No change 782 $467K
Carret Asset Management, LLC 0.05% No change 780 $466K
Henderson Brothers Financial Partners, LLC 0.12% — 780 $466K
Investors Research Corp 0.09% Add +5.4% 779 $465K
Kure Advisory, LLC 0.25% Add +1.7% 779 $465K
truNorth Financial Services, Inc. 0.48% Add +0.5% 777 $464K
Rollins Financial Advisors, LLC 0.07% No change 775 $463K
Proactive Wealth Strategies LLC 0.09% Add +100.3% 767 $459K
Prestige Wealth Management Group LLC 0.09% Reduce -2.3% 765 $457K
Voisard Asset Management Group, Inc. 0.10% Add +95.4% 762 $456K
Eagle Capital Management LLC 0.00% Reduce -87.0% 762 $455K
Archford Capital Strategies, LLC 0.05% Add +2.0% 761 $455K
Ascentis Wealth Management, LLC 0.10% Reduce -19.4% 758 $453K
Next Level Private LLC 0.10% Add +1.7% 758 $453K
Register Financial Advisors LLC 0.17% Add +146.6% 757 $452K
Northwest Wealth Advisors, LLC 0.32% Add +4.4% 757 $452K
Geneva Partners, LLC 0.22% Add +0.1% 756 $452K
Wealth Alliance Advisory Group, LLC 0.07% Add +128.8% 755 $451K
Clarity Financial LLC 0.05% Add +47.5% 755 $451K
Ballew Advisors, Inc 0.25% Add +2.3% 720 $450K
Callahan Advisors, LLC 0.04% Add +0.1% 753 $450K
Cyr Financial Inc. 0.26% Add +3.9% 752 $449K
Hilton Head Capital Partners, LLC 0.25% Add +177.1% 751 $449K
Epiq Partners, LLC 0.21% New 748 $447K
High Note Wealth, LLC 0.09% Add +15.1% 748 $447K
TrueWealth Advisors, LLC 0.11% Reduce -1.2% 745 $445K
City Holding Co. 0.06% Add +4.2% 744 $445K
Guardian Wealth Advisors, LLC 0.26% Add +6.7% 744 $444K
Brian Low Financial Group, LLC 0.30% Add +13.4% 743 $444K
Roof Eidam Maycock Peralta, LLC 0.10% Add +20.1% 741 $443K
Avalon Capital Management 0.12% Reduce -2.6% 741 $442K
Gables Capital Management Inc. 0.19% No change 740 $442K
Baron Financial Group, LLC 0.24% Add +97.1% 739 $442K
Stirlingshire Investments, Inc. 0.39% Add +36.0% 736 $440K
Avant Capital LLC 0.31% Add +15.6% 734 $439K
Uptown Financial Advisors LLC 0.35% No change 734 $439K
Essential Investment Partners LLC 0.41% No change 733 $438K
Novus Advisors, LLC 0.98% Add +3.0% 732 $437K
Trivium Point Advisory, LLC 0.08% Reduce -81.8% 732 $437K
Catalyst Financial Partners LLC 0.05% Reduce -2.9% 731 $437K
Marino, Stram & Associates LLC 0.08% Add +2.5% 730 $436K
Element Wealth, LLC 0.18% No change 729 $436K
MFA Wealth Services 0.29% Add +2.7% 728 $435K
McRae Capital Management Inc. 0.09% No change 728 $435K
Wealth Advisors of Iowa, LLC 0.13% New 727 $434K
Vawter Financial, Ltd. 0.18% Add +0.1% 726 $434K
Pinkerton Wealth, LLC 0.04% No change 691 $433K
Seneschal Advisors, LLC 0.32% Reduce -8.3% 724 $433K
KKM Financial LLC 0.08% No change 687 $431K
Cornerstone Wealth Advisors, Inc. 0.10% Add +9.4% 719 $430K
Iron Gate Global Advisors LLC 0.05% Add +1.4% 719 $430K
Hunter Associates Investment Management LLC 0.06% Add +1.0% 717 $427K
Riverview Capital Advisers, LLC 0.14% Add +0.3% 714 $427K
Meadow Creek Wealth Advisors LLC 0.28% New 713 $426K
Parkshore Wealth Management, Inc. 0.14% Add +6.4% 712 $426K
Measured Wealth Private Client Group, LLC 0.12% Add +16.8% 711 $425K
Octavia Wealth Advisors, LLC 0.04% Reduce -33.0% 710 $424K
Shepherd Financial Partners LLC 0.04% Reduce -3.1% 708 $423K
Willner & Heller, LLC 0.31% Add +16.2% 703 $420K
Ballast, Inc. 0.10% Add +15.8% 703 $420K
ProVise Management Group, LLC 0.03% Reduce -0.1% 702 $420K
Financial Life Planners 0.32% Add +0.1% 701 $419K
Curtis Advisory Group, LLC 0.09% Reduce -10.6% 699 $418K
Merkkuri Wealth Advisors LLC 0.28% Add +1.2% 699 $418K
Blume Capital Management, Inc. 0.07% Add +16.8% 695 $415K
Verde Capital Management 0.09% Reduce -14.0% 693 $414K
Shared Vision Wealth Group LLC 0.17% No change 693 $414K
Kingstone Capital Partners Texas, LLC 0.25% Add +0.3% 692 $414K
Seelaus Asset Management LLC 0.30% Add +24.7% 692 $414K
Grandview Asset Management LLC 0.12% Reduce -6.1% 692 $414K
Cadence Wealth Management LLC 0.17% Reduce -2.7% 691 $413K
Rockline Wealth Management, LLC 0.09% Add +83.0% 690 $412K
Antonelli Financial Advisors, LLC 0.28% Reduce -13.8% 690 $412K
Bright Financial Advisors, Inc. 0.19% No change 688 $411K
Samalin Investment Counsel, LLC 0.15% Reduce -1.7% 687 $411K
Advisor Resource Council 0.16% Reduce -0.7% 687 $411K
Golden Reserve Retirement LLC 0.08% Reduce -64.8% 687 $411K
RFG - Bristol Wealth Advisors, LLC 0.11% Add +0.1% 686 $410K
Oak Family Advisors, LLC 0.13% Reduce -2.4% 686 $410K
Kagan Cocozza Asset Management 0.29% No change 685 $409K
First Commonwealth Financial Corp 0.07% No change 685 $409K
Solitude Financial Services 0.12% New 636 $409K
Two West Capital Advisors LLC 0.22% Add +5.2% 624 $408K
Gilman Hill Asset Management, LLC 0.06% Add +8.4% 683 $408K
Greenup Street Wealth Management LLC 0.06% Add +4.1% 683 $408K
BankPlus Trust Department 0.11% No change 682 $408K
Inlet Private Wealth, LLC 0.10% Reduce -1.4% 682 $408K
Capstone Wealth Management, Inc. 0.34% No change 673 $407K
Cascade Wealth Advisors, Inc 0.18% Add +8.5% 599 $406K
Kimelman & Baird, LLC 0.03% No change 679 $406K
Ashford Advisors, LLC 0.09% Reduce -0.4% 679 $406K
Ruggiero Investments, Inc. 0.39% Add +3.2% 679 $406K
Winebrenner Capital Management LLC 0.26% Add +12.1% 678 $405K
Reynders McVeigh Capital Management, LLC 0.02% Add +47.9% 679 $405K
Northbridge Financial Group, LLC 0.17% Reduce -2.1% 642 $405K
Heritage Family Offices, LLP 0.18% New 677 $405K
Legacy Financial Group, Inc. 0.11% Reduce -0.3% 677 $404K
McDonough Capital Management, Inc 0.22% Reduce -10.9% 676 $404K
Tandem Capital Management Corp. 0.20% No change 673 $402K
Pekin Hardy Strauss, Inc. 0.04% Add +56.9% 673 $402K
Mirador Capital Partners LP 0.06% Reduce -19.4% 671 $401K
Patten Group, Inc. 0.07% Reduce -4.0% 670 $400K
Lauterbach Financial Advisors, LLC 0.20% Reduce -4.3% 669 $400K
MilWealth Group LLC 0.09% No change 667 $399K
Premier Path Wealth Partners, LLC 0.05% Reduce -76.4% 667 $398K
Juno Financial Group LLC 0.16% Reduce -15.5% 665 $397K
Security National Bank of So Dak 0.19% No change 665 $397K
Swisher Financial Concepts, Inc. 0.22% Add +19.4% 665 $397K
Demars Financial Group, LLC 0.13% No change 664 $397K
Bellwether Advisors, LLC 0.07% Add +0.6% 660 $395K
Prairiewood Capital, LLC 0.11% New 660 $394K
Andina Capital Management, LLC 0.35% Reduce -0.3% 659 $394K
Schmidt P J Investment Management Inc. 0.07% Reduce -13.3% 658 $393K
Shelton Capital Management 0.01% No change 656 $392K
Marin Bay Wealth Advisors, LLC 0.24% Add +84.2% 654 $391K
Wayfinding Financial, LLC 0.17% Reduce -26.3% 656 $391K
Essential Partners LLC 0.13% No change 654 $391K
Successful Portfolios LLC 0.22% Add +0.5% 665 $391K
Aviso Wealth Management 0.18% Reduce -40.7% 653 $390K
Mullooly Asset Management, Inc. 0.14% Reduce -6.3% 652 $390K
Leading Edge Financial Planning LLC 0.08% Add +11.6% 652 $390K
Xcelsior Advisor Partners LLC 0.15% New 651 $389K
Ledyard National Bank 0.03% Reduce -34.4% 651 $389K
Hobbs Group Advisors, LLC 0.12% Reduce -3.0% 651 $389K
TriaGen Wealth Management LLC 0.11% New 650 $388K
KTF Investments, LLC 0.07% Reduce -17.8% 650 $388K
KMG Fiduciary Partners, LLC 0.03% Add +9.2% 650 $388K
Cpwa, LLC 0.46% — 571 $388K
Bigelow Investment Advisors, LLC 0.16% No change 649 $388K
Sloy Dahl & Holst, LLC 0.05% Reduce -7.7% 648 $387K
USA Financial Formulas 0.07% Reduce -40.4% 648 $387K
Nalls Sherbakoff Group, LLC 0.28% Reduce -1.2% 647 $387K
Kilter Group LLC 0.17% No change 646 $386K
Cim, LLC 0.06% Reduce -1.2% 645 $385K
Argentarii, LLC 0.13% Add +0.6% 642 $384K
Westco Advisory Services Inc. 0.25% New 642 $384K
MinichMacGregor Wealth Management, LLC 0.07% Add +64.8% 641 $383K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 640 $382K
Courage Miller Partners, LLC 0.11% Add +21.5% 639 $382K
One Degree Advisors Inc 0.10% Add +29.1% 639 $381K
Catalina Capital Group, LLC 0.23% Add +21.8% 637 $380K
Suncoast Equity Management 0.05% Reduce -15.8% 636 $380K
Pinnacle Financial Group, LLC / IL 0.10% Add +0.2% 636 $380K
Perissos Private Wealth Management, LLC 0.33% Reduce -75.8% 635 $379K
Ellenbecker Investment Group 0.05% Reduce -3.8% 634 $379K
M1 Capital Management LLC 0.17% Add +2.8% 634 $379K
Allen Capital Group, LLC 0.03% Reduce -7.3% 634 $379K
Pioneer Wealth Management Group 0.11% Reduce -4.5% 634 $379K
Capital Counsel LLC 0.02% No change 633 $378K
Cutler Investment Counsel LLC 0.04% Add +3.8% 633 $378K
Lafayette Investments, Inc. 0.08% No change 630 $377K
Paragon Capital Management Ltd 0.08% No change 628 $375K
Stevens Capital Partners 0.09% Add +13.6% 627 $375K
Fortis Group Advisors, LLC 0.06% Reduce -71.9% 590 $375K
Financial Plan, Inc. 0.04% Reduce -8.6% 627 $375K
Hibernia Wealth Partners, LLC 0.11% Add +2.6% 626 $374K
Benedict Financial Advisors Inc. 0.08% Add +0.3% 625 $373K
Aljian Capital Management, LLC 0.08% New 622 $372K
KRS Capital Management, LLC 0.23% Add +0.2% 619 $370K
Prentice Wealth Management LLC 0.08% Add +1.6% 619 $370K
Butensky & Cohen Financial Security, Inc. 0.10% Reduce -3.3% 618 $369K
Custos Family Office, LLC 0.25% Reduce -24.9% 614 $367K
WPWealth LLP 0.06% Add +45.0% 612 $366K
Klein Pavlis & Peasley Financial, Inc. 0.20% Reduce -4.7% 612 $366K
Nestegg Advisors, Inc. 0.32% Reduce -1.1% 612 $365K
Sound Stewardship, LLC 0.17% No change 611 $365K
Chaney Capital Management, Inc. 0.13% Reduce -4.8% 610 $365K
Tepp RIA, LLC 0.28% Reduce -23.0% 609 $364K
Transcendent Capital Group LLC 0.17% Reduce -10.2% 607 $363K
Seaside Wealth Management, Inc. 0.10% No change 607 $363K
Rosenberg Matthew Hamilton 0.07% No change 607 $363K
Robbins Farley 0.16% Reduce -5.8% 605 $362K
Bond & Devick Financial Network, Inc. 0.10% Add +0.2% 605 $362K
Nabity-Jensen Investment Management Inc 0.25% Reduce -0.7% 604 $361K
Fagan Associates, Inc. 0.05% Reduce -3.5% 604 $361K
Financially in Tune, LLC 0.31% No change 603 $360K
Hobart Private Capital, LLC 0.07% No change 601 $359K
Pines Wealth Management, LLC 0.12% Reduce -16.1% 600 $359K
PeakShares LLC 0.33% No change 600 $359K
Benin Management CORP 0.08% No change 600 $359K
Richard C. Young & CO., LTD. 0.03% New 600 $359K
Centennial Wealth Advisory LLC 0.09% Add +25.1% 599 $358K
Mycio Wealth Partners, LLC 0.07% Add +0.2% 598 $358K
Hutchinson Capital Management 0.07% Reduce -52.8% 597 $357K
Silver Oak Wealth Advisors Services, LLC 0.23% Add +0.8% 595 $356K
Glass Wealth Management Co LLC 0.14% New 594 $355K
Evensky & Katz LLC 0.02% Reduce -14.0% 595 $355K
Resurgent Financial Advisors LLC 0.13% Reduce -0.3% 594 $355K
Owen LaRue, LLC 0.14% No change 593 $354K
Buska Wealth Management, LLC 0.14% Reduce -5.1% 593 $354K
Encompass More Asset Management 0.06% Reduce -16.0% 592 $354K
Laraway Financial Advisors Inc 0.25% Add +0.2% 592 $354K
Lincoln Capital LLC 0.07% Reduce -7.5% 591 $353K
Foronjy Financial LLC 0.15% Add +0.2% 590 $353K
LVM Capital Management Ltd. 0.03% Add +1.9% 589 $352K
White Knight Strategic Wealth Advisors, LLC 0.30% Add +16.9% 589 $352K
Scott & Selber, Inc. 0.09% Add +9.5% 589 $352K
Copley Financial Group, Inc. 0.21% Reduce -0.7% 586 $350K
Schnieders Capital Management, Llc. 0.06% Reduce -0.5% 582 $348K
Goldstein Advisors, LLC 0.04% Add +77.1% 581 $347K
Investment Partners Asset Management, Inc. 0.21% No change 581 $347K
High Point Wealth Management, LLC 0.34% Reduce -5.7% 581 $347K
PlanVest Financial, Inc 0.26% — 580 $347K
Walker Financial Services, Inc. 0.12% Add +6.0% 580 $347K
BDFS Capital LLC 0.17% Reduce -1.4% 579 $346K
Rubicon Advisors, GP 0.31% Add +1.4% 578 $346K
Financial Solutions Advisory Group, Inc. 0.05% — 576 $344K
DDD Partners, LLC 0.02% Add +1.2% 576 $344K
Cornerstone Enterprises, LLC 0.17% Reduce -1.9% 575 $344K
Mills Wealth Advisors LLC 0.12% Reduce -51.8% 575 $343K
Hedeker Wealth, LLC 0.07% Add +7.7% 574 $343K
Connors Investor Services Inc. 0.03% No change 572 $342K
Adell Harriman & Carpenter Inc. 0.02% No change 572 $342K
OMNI 360 Wealth, Inc. 0.18% Add +0.3% 572 $342K
Peck Wealth Management, LLC 0.34% No change 569 $340K
Virtus Family Office LLC 0.29% No change 568 $339K
Nvwm, LLC 0.08% Add +10.3% 568 $339K
Piscataqua Savings Bank 0.24% Add +1.1% 568 $339K
Conservest Capital Advisors, Inc. 0.03% No change 566 $338K
Bay Capital Advisors, LLC 0.21% Add +3.3% 565 $338K
CNB Bank 0.14% Add +18.9% 565 $338K
Cypress Capital, LLC 0.10% Add +0.4% 565 $337K
Prodigy Asset Management LLC 0.11% No change 564 $337K
VeraBank, N.A. 0.06% No change 564 $337K
Arkansas Financial Group, Inc. 0.05% New 542 $337K
Stone House Investment Management, LLC 0.06% Add +129.4% 562 $336K
Vermillion & White Wealth Management Group, LLC 0.19% Add +5.1% 561 $335K
ARK & TLK Investments, LLC 0.09% Add +22.2% 561 $335K
Rather & Kittrell, Inc. 0.05% New 560 $335K
Saranac Partners Ltd 0.14% Add +16.1% 2,929 $335K
Master's Wealth Management Inc. 0.11% Add +0.4% 559 $334K
Ayrshire Capital Management LLC 0.17% Reduce -11.9% 556 $332K
Clarkston Capital Partners, LLC 0.03% Reduce -95.3% 556 $332K
Forty-three Eighteen Advisors, LLC 0.25% No change 556 $332K
Accordant Advisory Group Inc 0.21% No change 555 $332K
HBE Wealth Management, LLC 0.29% No change 554 $331K
Thayer Financial, L.L.C. 0.34% No change 553 $330K
Rockport Wealth LLC 0.06% Reduce -0.2% 553 $330K
Commonwealth Financial Services, LLC 0.05% Add +18.4% 552 $330K
Sweeney & Michel, LLC 0.10% Reduce -4.4% 523 $330K
Darwin Wealth Management, LLC 0.10% No change 550 $329K
Estate Planners Group, LLC 0.16% No change 549 $328K
Hager Investment Management Services, LLC 0.18% Reduce -1.3% 549 $328K
Guidance Capital, Inc. 0.07% Add +0.8% 493 $328K
L. Roy Papp & Associates, LLP 0.04% Reduce -1.8% 543 $325K
Westchester Capital Management, Inc. 0.07% Reduce -5.7% 543 $324K
Overbrook Management Corp 0.06% Add +3.6% 543 $324K
Chancellor Financial Group WB LP 0.23% Add +2.5% 541 $323K
Ted Buchan & Co 0.12% New 540 $323K
Kensington Investment Counsel, LLC 0.15% New 537 $321K
Morse Asset Management, Inc 0.07% No change 537 $321K
Private Capital Advisors, Inc. 0.04% No change 535 $320K
Motco 0.03% Add +5.5% 535 $320K
Paces Ferry Wealth Advisors, LLC 0.13% Add +41.9% 535 $319K
Liberty Atlantic Advisors LLC 0.27% Reduce -16.1% 535 $319K
Atlantic Private Wealth, LLC 0.21% No change 534 $319K
Novak & Powell Financial Services, Inc. 0.17% No change 532 $318K
Patton Fund Management, Inc. 0.05% No change 530 $317K
Legacy Capital Group California, Inc. 0.12% Reduce -15.6% 529 $316K
Strid Group, LLC 0.04% Reduce -33.8% 529 $316K
Abner Herrman & Brock LLC 0.03% Add +19.2% 528 $316K
Cushing Capital Partners, LLC 0.24% No change 528 $316K
Emergent Wealth Advisors, LLC 0.19% No change 528 $316K
Emerald Investment Advisers, LLC 0.03% — 527 $315K
Arq Wealth Advisors, LLC 0.06% Add +5.2% 526 $315K
Seneca House Advisors 0.12% Reduce -1.1% 526 $314K
Semus Wealth Partners LLC 0.18% Add +0.4% 526 $314K
E6 Portfolios, LLC 0.33% Add +2.3% 525 $314K
Rogco, LP 0.10% No change 525 $314K
SVRN Asset Management, LLC 0.30% Reduce -0.9% 524 $313K
Higgins & Schmidt Wealth Strategies LLC 0.14% Reduce -4.7% 524 $313K
Knights of Columbus Asset Advisors LLC 0.02% Reduce -6.1% 524 $313K
Aurdan Capital Management, LLC 0.09% Reduce -8.4% 524 $313K
Ullmann Wealth Partners Group, LLC 0.03% Reduce -49.8% 523 $313K
Timmons Wealth Management, LLC 0.30% Add +9.9% 523 $312K
Benson Investment Management Company, Inc. 3.12% Add +3.8% 521 $311K
Harpswell Capital Advisors, LLC 0.23% Reduce -1.7% 521 $311K
Lunt Capital Management, Inc. 0.12% Reduce -11.5% 521 $311K
Gibbs Wealth Management 0.04% New 520 $311K
Littlejohn Financial Services, Inc. 0.23% No change 520 $311K
Moller Wealth Partners 0.06% No change 520 $311K
Parkside Investments, LLC 0.04% No change 516 $308K
Independent Wealth Advisors LLC 0.30% Add +38.5% 514 $307K
TopTier Wealth Management, LLC 0.19% Reduce -28.1% 513 $307K
Hofer & Associates. Inc 0.16% No change 513 $307K
Carolina Wealth Advisors, LLC 0.13% Reduce -0.2% 513 $307K
Boulder Wealth Advisors, LLC 0.12% No change 513 $307K
Gen-Wealth Partners Inc 0.10% Reduce -12.6% 512 $306K
J.E. Simmons & Co., P.C. 0.20% Reduce -1.5% 512 $306K
Hidden Cove Wealth Management, LLC 0.20% Reduce -3.4% 510 $305K
New Perspectives, Inc 0.11% Add +0.4% 509 $304K
Mid-American Wealth Advisory Group, Inc. 0.13% No change 484 $303K
Access Financial Services, Inc. 0.11% Reduce -0.4% 507 $303K
Heck Capital Advisors, LLC 0.02% Add +0.4% 507 $303K
Pinnacle Wealth Management Group, Inc. 0.15% No change 506 $302K
Westwood Wealth Management 0.12% New 506 $302K
Tulsa Wealth Advisors, INC 0.05% New 505 $302K
W Advisors, LLC 0.15% Reduce -4.5% 504 $302K
Lebenthal Global Advisors, LLC 0.04% Reduce -6.0% 504 $301K
American Financial Advisors, LLC 0.04% Add +4.1% 504 $301K
William John Sempolinski 0.15% Add +37.8% 503 $300K
Cornerstone Advisors Asset Management, LLC 0.05% Add +8.2% 502 $300K
RDA Financial Network 0.07% Reduce -9.9% 501 $300K
East Coast Asset Management, LLC. 0.10% No change 500 $299K
Ehrlich Financial Group 0.17% Add +7.8% 499 $298K
Asempa Wealth Advisors 0.26% Add +8.8% 494 $298K
Allodium Investment Consultants, LLC 0.14% Add +0.2% 498 $298K
Avaii Wealth Management, LLC 0.10% Add +6.0% 497 $297K
Joule Financial, LLC 0.09% No change 497 $297K
Valley National Advisers Inc. 0.04% Reduce -60.4% 495 $295K
Legacy Wealth Management, LLC 0.02% Add +10.3% 493 $295K
Hamilton Capital Partners, LLC 0.09% New 492 $294K
Rodgers & Associates, LTD 0.03% No change 492 $294K
Clarendon Private LLC 0.23% Reduce -5.2% 492 $294K
Yardley Wealth Management LLC 0.15% Add +3.4% 491 $293K
LWM Advisory Services, LLC 0.31% Reduce -16.7% 489 $292K
Fluent Financial, LLC 0.11% No change 463 $292K
Pacific Wealth Management 0.16% Reduce -4.5% 487 $291K
Belvedere Trading LLC 0.04% New 487 $291K
MB Generational Wealth, LLC 0.16% No change 486 $290K
Portfolio Strategies, Inc. 0.04% Add +7.1% 484 $289K
BKM Wealth Management, LLC 0.11% Add +1.7% 484 $289K
Ahara Advisors LLC 0.24% Add +6.4% 483 $289K
Columbia Bank 0.08% New 483 $289K
Curio Wealth, LLC 0.10% Reduce -0.4% 480 $287K
Jackson Thornton Wealth Management, LLC 0.03% Add +0.4% 459 $287K
Horizon Wealth Management, LLC 0.04% New 480 $287K
WMG Financial Advisors, LLC 0.12% Reduce -6.8% 478 $286K
Tanglewood Legacy Advisors, LLC 0.10% No change 478 $286K
Waycross Investment Management Co 0.27% Reduce -1.0% 476 $284K
Sachetta, LLC 0.15% Add +70.5% 474 $283K
Centerpoint Advisors, LLC 0.09% No change 473 $283K
Strategic Equity Management 0.11% No change 473 $283K
Great Waters Wealth Management 0.03% Add +2.8% 473 $283K
Whipplewood Advisors, LLC 0.15% Add +2.4% 473 $283K
Hilltop Wealth Advisors, LLC 0.17% Reduce -1.3% 471 $281K
Fairfield, Bush & Co. 0.16% Reduce -2.1% 470 $281K
McNamara Financial Services, Inc. 0.05% Reduce -2.1% 470 $281K
Blue Fin Capital, Inc. 0.05% Reduce -0.8% 469 $281K
Sacks & Associates, LLC 0.21% Add +6.3% 470 $281K
Leeward Financial Partners, LLC 0.08% Add +0.4% 468 $279K
Riverwater Partners LLC 0.09% New 468 $279K
Salus Financial Advisors, LLC 0.16% Add +1.7% 468 $279K
O'ROURKE & COMPANY, Inc 0.11% Reduce -6.6% 468 $279K
Harvest Investment Services, LLC 0.05% Reduce -18.0% 465 $278K
ZEGA Investments, LLC 0.05% Add +30.3% 465 $278K
BlueSky Wealth Advisors, LLC 0.04% Reduce -12.1% 463 $277K
Anderson Financial Strategies, LLC 0.15% New 416 $277K
Platt Investment Counsel, LLC 0.21% No change 463 $277K
Monarch Capital Management Inc. 0.07% Reduce -16.3% 461 $275K
American National Bank & Trust 0.03% Reduce -6.1% 461 $275K
Riverstone Advisors, LLC 0.14% No change 460 $275K
Three Arch Wealth Management LLC 0.05% Add +9.6% 459 $274K
Red Reef Advisors LLC 0.29% Reduce -0.2% 459 $274K
Adkins Seale Capital Management LLC 0.27% Add +3.1% 459 $274K
Canandaigua National Trust Co of Florida 0.22% Reduce -28.3% 458 $274K
OakTrust Wealth Advisors, LLC 0.25% No change 457 $273K
McGlone Suttner Wealth Management, Inc. 0.04% New 455 $272K
Elite Wealth Management, Inc. 0.09% Reduce -26.1% 454 $271K
Golden Bell Financial Planning LLC 0.22% Reduce -4.6% 453 $271K
Windsor Capital Management, LLC 0.08% Reduce -0.9% 453 $271K
Prudent Investors Network, Inc. 0.06% Reduce -50.3% 453 $271K
Darden Wealth Group Inc 0.14% Reduce -61.6% 452 $270K
ARS Investment Partners, LLC 0.01% New 451 $269K
M. Kraus & Co 0.08% No change 450 $269K
RIA Advisory Group LLC 0.07% Reduce -3.2% 449 $269K
Tenret Co LLC 0.13% No change 449 $268K
Ramirez Asset Management, Inc. 0.03% No change 448 $268K
Evelyn Partners Investment Management Services Ltd 0.03% No change 448 $268K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -11.5% 448 $268K
Retirement Investment Advisors, Inc. 0.02% New 434 $266K
Tempus Wealth Planning, LLC 0.06% Add +7.0% 444 $266K
Outlook Wealth Advisors, LLC 0.06% No change 444 $265K
Aire Advisors, LLC 0.05% Add +7.5% 444 $265K
Affinity Wealth Management LLC 0.04% No change 443 $265K
Core Wealth Advisors, LLC 0.20% Add +0.2% 443 $265K
Net Worth Advisory Group 0.05% Add +0.9% 441 $264K
SevenBridge Financial Group, LLC 0.04% No change 403 $264K
Birchcreek Wealth Management, LLC 0.13% No change 441 $263K
Silvia McColl Wealth Management, LLC 0.17% New 440 $263K
Flagship Private Wealth, LLC 0.11% Add +5.5% 439 $263K
Greater Midwest Financial Group, LLC 0.14% Reduce -10.4% 439 $262K
Planning Center, Inc. 0.03% No change 439 $262K
ESL Trust Services, LLC 0.05% No change 439 $262K
Sunrise Financial Services, LLC 0.19% Reduce -27.8% 439 $262K
Dopkins Wealth Management, LLC 0.11% New 439 $262K
Maltin Wealth Management, Inc. 0.10% Reduce -14.6% 439 $262K
Bernzott Capital Advisors 0.13% No change 438 $262K
Meritas Wealth Management, LLC 0.12% Reduce -6.6% 437 $261K
Powell Investment Advisors, LLC 0.09% Add +4.5% 437 $261K
Sawgrass Asset Management LLC 0.04% No change 437 $261K
Archvest Wealth Advisors, Inc. 0.17% Add +31.4% 435 $260K
Summitry LLC 0.01% Reduce -73.0% 434 $259K
Centennial Advisors, LLC 0.33% Add +2.4% 433 $259K
VELA Investment Management, LLC 0.07% New 433 $259K
Bayshore Asset Management, LLC 0.10% No change 432 $258K
Seaview Investment Managers LLC 0.09% Add +15.2% 432 $258K
DUTCH ASSET Corp 0.17% New 430 $257K
Altus Wealth Group LLC 0.11% No change 430 $257K
James Reed Financial Services, Inc. 0.22% No change 430 $257K
Wall Capital Group, Inc. 0.27% Reduce -32.1% 429 $256K
Greykasell Wealth Strategies, Inc. 0.10% Reduce -1.2% 427 $255K
Team Hewins, LLC 0.08% Reduce -52.1% 427 $255K
Bull Oak Capital, LLC 0.10% No change 427 $255K
Kuhn & Co Investment Counsel 0.16% Add +0.5% 427 $255K
New World Advisors LLC 0.04% No change 426 $255K
FORM Wealth Advisors, LLC 0.03% No change 426 $255K
Portfolio Resources Advisor Group, Inc. 0.25% No change 425 $254K
Red Tortoise LLC 0.11% Add +0.2% 424 $253K
Traub Capital Management LLC 0.25% Add +0.2% 423 $253K
Bernicke Wealth Management, Ltd. 0.03% Add +4.2% 422 $252K
Wealth Preservation Advisors, LLC 0.21% Reduce -1.4% 422 $252K
LVZ, Inc. 0.03% Add +1.2% 422 $252K
S&co Inc. 0.02% No change 423 $252K
Riggs Asset Managment Co. Inc. 0.05% Add +0.2% 418 $250K
Gratus Wealth Advisors, LLC 0.04% No change 418 $250K
Imprint Wealth LLC 1.14% Reduce -79.3% 418 $250K
Christine Messmer PC 0.16% Add +0.5% 417 $249K
Stephenson & Company, Inc. 0.14% Reduce -2.1% 417 $249K
Monetary Solutions, Ltd 0.24% Add +13.7% 416 $249K
Sicart Associates LLC 0.06% No change 416 $249K
Wills Financial Group LLC 0.09% New 364 $248K
Variant Private Wealth, LLC 0.30% New 416 $248K
Kennebec Savings Bank 0.22% Reduce -68.4% 415 $248K
Karras Company, Inc. 0.25% Add +27.4% 414 $248K
Westside Investment Management, Inc. 0.04% Reduce -15.3% 414 $247K
Paulson Wealth Management Inc. 0.06% Add +0.2% 414 $247K
WealthPLAN Partners, LLC 0.05% Reduce -54.2% 413 $247K
Northside Capital Management, LLC 0.02% Reduce -27.4% 413 $247K
Planwiser Financial, LLC 0.18% No change 384 $247K
Financial Guidance Group, Inc. 0.10% No change 413 $247K
Matrix Private Capital Group LLC 0.12% Add +122.0% 413 $247K
Avise Financial Cooperative, Inc. 0.21% New 413 $247K
Fogel Capital Management, Inc. 0.11% Add +4.0% 412 $246K
Private Management Group Inc. 0.01% Reduce -4.6% 411 $246K
Seneca Financial Advisors LLC 0.07% Add +0.2% 411 $245K
Auxano Advisors, LLC 0.05% New 410 $245K
Bayban 0.21% Reduce -50.0% 409 $244K
Daytona Street Capital LLC 0.19% Add +25.9% 403 $244K
PUREfi Wealth, LLC 0.16% No change 407 $243K
Harbour Wealth Management Group, Inc. 0.18% Reduce -34.1% 407 $243K
Alternative Investment Advisors, LLC. 0.11% Add +12.2% 405 $243K
Arbor Trust Wealth Advisors, LLC 0.11% Reduce -12.7% 406 $243K
Prudent Man Investment Management, Inc. 0.08% No change 386 $242K
Cedar Point Capital Partners, LLC 0.16% No change 405 $242K
Searle & Co. 0.06% No change 405 $242K
Brown Miller Wealth Management, LLC 0.07% Reduce -14.0% 405 $242K
CBIZ Investment Advisory Services, LLC 0.01% Reduce -25.8% 405 $242K
Ramsay, Stattman, Vela & Price, Inc. 0.05% Add +8.6% 404 $242K
Gray Private Wealth, LLC 0.12% Add +12.2% 404 $242K
Decker Wealth Management LLC 0.05% Reduce -19.8% 404 $241K
Mission Hills Financial Advisory, LLC 0.12% Add +24.8% 403 $241K
Orleans Capital Management Corp. 0.16% No change 403 $241K
Core Wealth Management, Inc. 0.07% Add +3.1% 401 $240K
Gilliland Jeter Wealth Management LLC 0.07% Reduce -10.7% 401 $240K
RWQ Financial Management Services, Inc. 0.16% New 400 $239K
General Partner, Inc. 0.15% No change 400 $239K
David J Yvars Group 0.13% No change 399 $239K
Howard Bailey Securities, LLC 0.10% Reduce -26.3% 399 $238K
Absolute Capital Management, LLC 0.08% Add +1.8% 399 $238K
Jacobson & Schmitt Advisors, LLC 0.04% New 399 $238K
Bravias Capital Group, LLC 0.16% No change 399 $238K
Trexquant Investment LP 0.00% Reduce -32.3% 397 $237K
Samlyn Capital, LLC 0.00% Reduce -3.6% 396 $237K
Cane Capital Partners, LLC 0.10% Add +5.3% 396 $237K
MRWM Advisors, LLC 0.13% Reduce -11.2% 395 $236K
Verisail Partners, LLC 0.10% New 395 $236K
Cowa, LLC 0.07% No change 394 $235K
Satovsky Asset Management LLC 0.04% Add +0.3% 393 $235K
Live Oak Private Wealth LLC 0.03% Add +9.2% 391 $234K
Dempze Nancy E 0.13% Reduce -14.7% 390 $233K
Price Financial Group Wealth Management, Inc 3.84% Add +0.3% 357 $233K
RMR Capital Management, LLC 0.17% Reduce -2.3% 387 $232K
Field & Main Bank 0.07% Add +20.2% 387 $231K
Diversify Advisory Services, LLC 0.04% Reduce -99.5% 353 $231K
Carr Financial Group Corp 0.06% Add +1.6% 386 $231K
Oakmont Investment Advisors, Inc. 0.21% Add +3.5% 386 $231K
Buck Wealth Strategies, LLC 0.03% Add +1.3% 385 $230K
Endowment Wealth Management, Inc. 0.10% Add +0.8% 384 $230K
Sun Group Wealth Partners 0.18% Reduce -5.4% 384 $229K
Signature Wealth Management Partners, LLC 0.11% Add +0.3% 382 $228K
Barnett & Company, Inc. 0.18% New 382 $228K
Taylor Securities Services, Inc. 0.11% New 382 $228K
Poinciana Advisors Group, LLC 0.18% No change 382 $228K
Grove Street Fiduciary, LLC 0.10% Reduce -25.2% 382 $228K
Jeter Robert S II 0.23% — 336 $228K
Pacific Sage Partners, LLC 0.04% Add +1.3% 381 $228K
Global Trust Wealth Management LLC 0.17% Add +12.1% 381 $228K
Cogent Strategic Wealth LLC 0.23% No change 380 $227K
Simmons Bank 0.02% Add +14.5% 380 $227K
S.E.E.D. Planning Group LLC 0.07% New 379 $226K
Independent Solutions Wealth Management, LLC 0.03% New 379 $226K
Montis Financial, LLC 0.05% Reduce -14.5% 378 $226K
Waterford Advisors, LLC 0.07% Reduce -17.5% 387 $225K
Bright Futures Wealth Management, LLC. 0.15% Add +13.9% 376 $225K
Tenzing Financial LLC 0.17% Add +6.0% 356 $225K
Inlight Wealth Management, LLC 0.08% Add +1.4% 374 $224K
Valicenti Advisory Services Inc. 0.05% No change 374 $223K
Bellecapital International Ltd. 0.04% New 372 $222K
L2 Asset Management, LLC 0.02% New 372 $222K
Napier Financial, LLC 0.05% New 370 $221K
Altiora Financial Group, LLC 0.04% New 369 $220K
WESPAC Advisors SoCal, LLC 0.05% Reduce -51.5% 368 $220K
Randolph Co Inc 0.02% No change 368 $220K
Briggs Wealth Management, Inc 0.23% No change 367 $219K
Arvest Bank Trust Division 0.01% No change 366 $219K
Mainsail Asset Management, LLC 0.10% Reduce -23.9% 366 $219K
ONE Advisory Partners, LLC 0.07% Reduce -5.7% 365 $218K
Banque Transatlantique SA 0.01% No change 365 $218K
TRB Wealth Management, LLC 0.03% — 364 $217K
Astoria Portfolio Advisors LLC. 0.05% New 329 $216K
Mason & Associates, LLC 0.05% Add +5.8% 362 $216K
Union Savings Bank 0.09% No change 362 $216K
Hiley Hunt Wealth Management 0.10% Add +0.6% 362 $216K
Hilltop Partners LLC 0.06% Add +1.1% 362 $216K
Purewater Capital LLC 0.21% — 361 $216K
Capital Planning LLC 0.07% New 360 $215K
Innealta Capital, LLC 0.13% New 360 $215K
PCB Capital LLC 0.33% New 356 $212K
Sonoma Private Wealth LLC 0.26% No change 355 $212K
Compass Financial Group, Inc. 0.10% No change 355 $212K
Protective Life Corp. 0.70% New 354 $212K
SKY-Mountain Capital Management, Inc. 0.15% Reduce -0.6% 353 $211K
Wealth Analytics Partners, LLC 0.09% Add +0.3% 352 $210K
Rock Point Advisors, LLC 0.06% New 352 $210K
Boomfish Wealth Group, LLC 0.11% No change 351 $210K
M Wealth Management, LLC 0.18% No change 350 $209K
Pin Oak Investment Advisors Inc. 0.15% Add +9.4% 349 $209K
Roman Butler Fullerton & Co. 0.06% New 336 $209K
Cadinha & Co. LLC 0.04% Reduce -2.8% 349 $209K
Gerber, LLC 0.12% Add +0.3% 347 $208K
Stewardship Concepts Financial Services LLC 0.16% No change 347 $207K
Dynamic Financial Group 0.17% Add +3.9% 346 $207K
Hummer Financial Advisory Services Inc 0.15% Reduce -21.8% 345 $206K
Grant Street Asset Management, Inc. 0.04% Add +3.3% 345 $206K
Intergy Private Wealth, LLC 0.06% Add +2.7% 344 $206K
Atlas Brown,Inc. 0.06% No change 344 $206K
Banque Cantonale Vaudoise 0.01% No change 343 $205K
Provident Wealth Management, LLC 0.06% No change 343 $205K
American Money Management, LLC 0.03% Add +0.3% 343 $205K
Archer Investment Management, LLC 0.09% Reduce -0.6% 342 $204K
Triune Financial Partners, LLC 0.05% Add +0.6% 341 $203K
Beaton Management Co. Inc. 0.09% No change 340 $203K
Armstrong Henry H Associates Inc. 0.02% Add +0.9% 339 $203K
Sterling Financial Planning, Inc. 0.06% Reduce -0.6% 337 $201K
McCartney Wealth Management LLC 0.17% Add +0.3% 336 $201K
Mindset Wealth Management, LLC 0.05% No change 336 $201K
Dean, Jacobson Financial Services, LLC 0.12% Add +4.3% 336 $201K
Marathon Capital Management 0.05% Reduce -6.7% 336 $200K
New Harbor Financial Group, LLC 0.04% New 335 $200K
NBZ Investment Advisors LLC 0.09% No change 333 $199K
Thompson Investment Management, Inc. 0.03% Add +513.0% 331 $198K
Tiemann Investment Advisors, LLC 0.08% No change 331 $198K
Dorato Capital Management 0.14% No change 309 $192K
Spirit of America Management Corp. 0.04% Reduce -7.6% 304 $192K
Legacy Wealth Managment, LLC 0.09% Add +258.4% 319 $191K
POM Investment Strategies, LLC 0.23% Add +129.0% 316 $189K
IFG Advisory, LLC 0.53% Reduce -99.5% 308 $184K
Kings Path Partners LLC 0.06% Add +2.0% 308 $184K
Wagner Wealth Management, LLC 0.04% Reduce -2.2% 305 $182K
John A. Wolfe & Associates, Inc. 0.28% Reduce -20.5% 303 $181K
Key Capital Management, INC 0.12% Reduce -23.4% 302 $180K
Davis Capital Management 0.12% Add +2.7% 301 $180K
Bullock Wealth Management Group 0.09% No change 297 $179K
Cardinal Capital Management 0.02% New 297 $177K
Knuff & Co LLC 0.05% Reduce -18.5% 296 $177K
Roxbury Financial LLC 0.16% No change 291 $174K
Ironwood Wealth Management, LLC. 0.05% Reduce -18.5% 287 $171K
Clayton Financial Group LLC 0.09% Reduce -63.2% 286 $171K
Your Advocates Ltd., LLP 0.05% Reduce -7.2% 282 $169K
Financial Management Professionals, Inc. 0.02% Reduce -99.5% 282 $168K
Aspect Partners, LLC 0.07% No change 280 $167K
Cornerstone Financial Management LLC 0.15% No change 270 $161K
2UniFi Bank 0.08% Reduce -5.0% 265 $158K
Jackson Hole Capital Partners, LLC 0.03% No change 265 $158K
Frisco Financial Planning LLC 0.13% Add +1.2% 262 $156K
Wall Street Financial Group, Inc. 0.09% New 247 $148K
Fourth Dimension Wealth, LLC 0.06% Reduce -59.5% 245 $146K
REAP Financial Group, LLC 0.03% No change 243 $145K
Elevation Wealth Partners, LLC 0.05% No change 239 $143K
Rowlandmiller & Partners.adv 0.03% Reduce -1.3% 236 $141K
Wallace Hart LLC 0.19% No change 230 $137K
West Branch Capital LLC 0.04% Reduce -56.6% 229 $137K
Tower Research Capital LLC (TRC) 0.00% Reduce -91.3% 229 $137K
Chelsea Counsel Co. 0.06% No change 228 $136K
Chesapeake Asset Management LLC 0.11% Reduce -50.4% 225 $135K
Longview Financial Advisors, Inc. 0.08% New 224 $134K
Copia Wealth Management 0.09% Reduce -38.4% 221 $132K
Marshall & Sterling Wealth Advisors Inc. 0.09% Add +4.3% 221 $132K
Frankly Finances, LLC 0.12% No change 220 $131K
Breakwater Investment Management 0.05% No change 219 $131K
Capital Investment Counsel, Inc 0.02% Reduce -8.5% 215 $128K
Legal & General Group Plc 0.00% Reduce -52.3% 205 $123K
McMillan Office, Inc. 0.02% No change 204 $122K
Truvestments Capital LLC 0.02% No change 202 $121K
Bernard Wealth Management Corp. 0.05% Add +294.1% 201 $120K
Centennial Bank 0.04% Reduce -10.7% 200 $120K
Gold Investment Management Ltd. 0.04% No change 199 $119K
Beacon Financial Strategies CORP 0.07% No change 198 $119K
1620 Investment Advisors, Inc. 0.08% Add +73.7% 198 $118K
Game Plan Financial Advisors, LLC 0.05% Reduce -2.0% 197 $118K
Bulwark Capital Corp 0.07% Reduce -75.7% 196 $117K
Pension & Wealth Management Advisors, Inc. 0.03% Add +2.1% 192 $115K
Pinney & Scofield, Inc. 0.06% Add +0.5% 186 $111K
WPG Advisers, LLC 0.08% Reduce -2.6% 185 $111K
Miller Capital Partners, Inc. 0.05% No change 185 $111K
NorthAvenue LLC 0.09% No change 182 $109K
Elevated Capital Advisors, LLC 0.03% Reduce -94.8% 175 $105K
Sherman Asset Management, Inc. 0.10% Add +98.8% 173 $103K
Dogwood Wealth Management LLC 0.04% No change 173 $103K
Bank & Trust Co 0.07% No change 172 $103K
True Wealth Design, LLC 0.03% Add +344.7% 169 $101K
Godfrey Financial Associates, Inc. 0.09% No change 168 $100K
Axiom Investment Management LLC 0.07% — 165 $98K
GGM Financial LLC 0.05% No change 164 $98K
Advisortrust Partners, LLC 0.04% New 163 $97K
Bitterroot Capital Advisors LLC 0.06% No change 161 $96K
Capital Advisors, Ltd. LLC 0.01% Reduce -26.1% 161 $96K
CGC Financial Services, LLC 0.03% Reduce -86.9% 159 $95K
LM Advisors LLC 0.52% Reduce -1.4% 56,117 $94K
Godsey & Gibb, Inc. 0.01% Reduce -4.3% 156 $93K
Chung Wu Investment Group, LLC 0.08% No change 150 $90K
Acima Private Wealth, LLC 0.03% No change 150 $90K
Woodard & Co. Asset Management Group Inc. 0.01% Reduce -1.3% 150 $90K
Mechanics Financial Corp 0.04% No change 149 $89K
Covestor Ltd 0.06% Reduce -29.1% 149 $89K
Weaver Capital Management LLC 0.02% No change 147 $88K
Goodman Advisory Group, LLC 0.02% Reduce -4.0% 144 $86K
PFS Partners, LLC 0.04% Reduce -25.4% 144 $86K
Noble Wealth Management PBC 0.04% Reduce -56.2% 141 $84K
Vision Financial Markets LLC 0.08% No change 141 $84K
CDKV Holdings LLC 0.07% No change 139 $83K
Cordant, Inc. 0.03% Add +17.2% 136 $81K
Atwood & Palmer Inc. 0.00% Reduce -20.6% 135 $81K
Lummis Asset Management, LP 0.05% No change 133 $79K
IFS Advisors, LLC 0.04% No change 132 $79K
Founders Capital Management 0.04% No change 128 $76K
BankChampaign, National Association 0.07% New 118 $71K
Transce3nd, LLC 0.60% No change 114 $68K
Navigoe, LLC 0.04% No change 114 $68K
Team Financial Group, LLC 0.03% No change 111 $66K
Financial Network Wealth Advisors LLC 0.07% Add +58.6% 111 $66K
Quaker Wealth Management, LLC 0.02% Reduce -44.7% 110 $66K
Lynch Asset Management, Inc. 0.02% No change 110 $66K
Zeit Capital LLC 0.04% Add +4.9% 107 $64K
Lavaca Capital LLC 0.01% Reduce -96.4% 107 $64K
Morton Brown Family Wealth, LLC 0.02% New 106 $63K
Redwood Park Advisors LLC 0.05% Add +63.1% 106 $63K
Westend Capital Management, LLC 0.02% Reduce -53.2% 102 $61K
Investors Portfolio Services LLC 0.06% No change 101 $61K
1 North Wealth Services LLC 0.02% Reduce -35.3% 101 $60K
FWL Investment Management, LLC 0.01% Reduce -16.7% 100 $60K
Harbor Asset Planning, Inc. 0.05% No change 98 $59K
SIMA Wealth Partners, LLC 0.04% Reduce -9.3% 98 $59K
Horizon Bancorp Inc. 0.03% New 96 $57K
Hoey Investments, Inc. 0.01% New 95 $57K
Avalon Trust Co 0.00% No change 92 $55K
Creative Capital Management Investments LLC 0.02% Add +80.0% 90 $54K
Eukles Asset Management 0.02% No change 90 $54K
Abound Financial, LLC 0.02% No change 90 $54K
Signature Equity Partners, LLC 0.03% Add +68.0% 84 $50K
Advocate Investing Services LLC 0.04% Add +40.7% 83 $50K
Kozak & Associates, Inc. 0.01% Add +36.8% 78 $49K
Evelyn Partners Investment Management LLP 0.00% No change 77 $46K
Gilpin Wealth Management, LLC 0.04% No change 76 $45K
Bay Harbor Wealth Management, LLC 0.01% No change 72 $43K
Magnolia Wealth Management, LLC 0.03% New 72 $43K
Mowery & Schoenfeld Wealth Management, LLC 0.07% Add +7.5% 72 $43K
Ankerstar Wealth, LLC 0.04% Reduce -41.0% 69 $41K
Global Trust Asset Management, LLC 0.02% No change 66 $40K
Decker Retirement Planning Inc. 0.02% No change 66 $39K
Cedar Mountain Advisors, LLC 0.01% Add +1.6% 64 $38K
Wealth Science Advisors LLC 0.02% New 60 $38K
Contravisory Investment Management, Inc. 0.01% No change 61 $36K
Strategic Advocates LLC 0.15% Reduce -52.9% 57 $34K
Wellington Shields & Co., LLC 0.01% Add +2750.0% 57 $34K
Tripletail Wealth Management, LLC 0.04% Reduce -15.6% 54 $33K
Pflug Koory, LLC 0.01% No change 50 $30K
Front Row Advisors LLC 0.01% No change 50 $30K
Clear Investment Research, LLC 0.05% New 49 $29K
CoreFirst Bank & Trust 0.02% No change 49 $29K
United Community Bank 0.01% No change 43 $26K
Basepoint Wealth LLC 0.01% Reduce -62.2% 42 $25K
Nvest Wealth Strategies, Inc. 0.02% No change 41 $25K
Ballast Advisors LLC 0.01% No change 40 $24K
Rachor Investment Advisory Services, LLC 0.01% Add +95.0% 39 $23K
Horrell Capital Management, Inc. 0.01% No change 38 $23K
Burkett Financial Services, LLC 0.01% No change 35 $21K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -45.6% 31 $21K
Milestone Investment Advisors LLC 0.00% Reduce -8.1% 34 $20K
RHL Group, LLC 0.02% No change 32 $19K
Hughes Financial Services, LLC 0.00% Add +6.7% 32 $19K
Premier Financial Group 0.00% Reduce -39.2% 31 $19K
EPG Wealth Management LLC 0.00% Reduce -76.6% 30 $18K
Broadwater Capital Management LLC 0.01% No change 24 $15K
My Portfolio Guide, LLC 0.01% — 25 $15K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 25 $15K
Capital & Planning, LLC 0.01% New 21 $13K
Friedenthal Financial 0.01% No change 20 $12K
Retiremitten Financial LLC 0.01% — 20 $12K
Rice Partnership, LLC 0.00% Add +35.7% 19 $11K
Bare Financial Services, Inc 0.00% No change 18 $11K
Arvest Investments, Inc. 0.00% No change 18 $11K
Horizon Financial Services, LLC 0.00% Add +30.8% 17 $10K
Purpose Unlimited Inc. 0.00% New 17 $10K
Valued Wealth Advisors LLC 0.00% No change 17 $10K
Central Pacific Bank - Trust Division 0.00% No change 17 $10K
FIL Ltd 0.00% New 17 $10K
Clarity Asset Management, Inc. 0.00% No change 16 $10K
Raleigh Capital Management Inc. 0.00% New 16 $10K
Winthrop Capital Management, LLC 0.00% No change 13 $8K
ROSS\JOHNSON & Associates LLC 0.14% No change 13 $8K
Meramec Financial Planners, LLC 0.00% Add +28.6% 9 $6K
Benson Wealth Management INC 0.01% No change 9 $5K
Portus Wealth Advisors, LLC 0.00% New 8 $5K
Granville Capital, Inc. 0.00% New 7 $4K
Aberdeen Wealth Management LLC 0.00% Reduce -70.8% 7 $4K
Gould Capital, LLC 0.00% No change 6 $4K
Principia Wealth Advisory, LLC 0.00% No change 6 $4K
Aventus Investment Advisors, Inc. 0.00% No change 4 $2K
Windsor Advisory Group, LLC 0.00% Reduce -96.0% 3 $2K
Barnes Dennig Private Wealth Management LLC 0.00% No change 2 $1K
CKW Financial Group 0.00% Reduce -84.6% 2 $1K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.00% No change 1 $598
Miller Wealth Advisors, LLC 0.00% No change 1 $598
New England Capital Financial Advisors LLC 0.00% No change 1 $598

"% 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.