VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q2 2024 (June 30)
2,780holders +45
117new positions
86sold out
5famous investors
$258.49avg. 13F price*

At the end of Q2 2024, 2,780 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 45 from Q1 2024. 117 opened new positions and 86 sold out. The largest holders were Vanguard Group Inc. ($12.3B), Rakuten Investment Management, Inc. ($11.2B) and Betterment LLC ($7.6B). 5 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q2 2024)
CUSIP
922908769
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,735Q1 2024Q2 2024: 2,780Q2 2024Q3 2024: 2,851Q3 2024Q4 2024: 3,177Q4 2024Q1 2025: 3,162Q1 2025Q2 2025: 3,226Q2 2025Q3 2025: 3,255Q3 2025Q4 2025: 3,587Q4 2025Q1 2026: 3,583Q1 2026Q2 2026: 3,694Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions117$1.4B
Exits86$722.0M

All 13F filers, Q1 2024 → Q2 2024: 33,133,435 shares bought and 18,407,368 shares sold, net +14,726,067 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,780 holders

Vanguard Group Inc. 0.24% Add +7.4% 46,116,160 $12.3B
Rakuten Investment Management, Inc. 73.61% Add +3.8% 41,641,827 $11.2B
Betterment LLC 19.61% Reduce -2.1% 28,295,418 $7.6B
Wealthfront Advisers LLC 13.46% Reduce -1.7% 14,956,014 $4.0B
US Bancorp \de 4.90% Reduce -26.3% 13,441,792 $3.6B
Bank of America Corp. 0.34% Add +3.2% 13,405,120 $3.6B
LPL Financial LLC 1.70% Add +1.9% 12,752,241 $3.4B
Morgan Stanley 0.26% Add +2.3% 12,370,576 $3.3B
WealthNavi Inc. 37.31% Add +4.2% 10,994,434 $2.9B
Northern Trust Corp. 0.44% Add +4.3% 9,845,595 $2.6B
Allworth Financial LP 14.46% Add +0.2% 8,274,996 $2.2B
HB Wealth Management, LLC 23.15% Add +3.4% 7,718,449 $2.0B
Creative Planning 2.02% Reduce -4.7% 7,061,837 $1.9B
Envestnet Asset Management Inc. 0.61% Reduce -0.8% 6,492,167 $1.7B
Ballentine Partners, LLC 29.44% Reduce -0.5% 5,949,628 $1.6B
Wells Fargo & Company 0.41% Reduce -2.7% 5,941,382 $1.6B
JPMorgan Chase & Co. 0.11% Add +4.1% 4,550,233 $1.2B
UBS Group AG 0.35% Add +1.4% 4,222,582 $1.1B
Nissay Asset Management Corp. /Japan 6.98% No change 3,944,205 $1.1B
Forvis Mazars Wealth Advisors, LLC 25.60% Add +2.0% 3,834,604 $1.0B
State of New Jersey Common Pension Fund D 3.90% New 3,337,800 $892.9M
Morningstar Investment Services LLC 9.64% Reduce -2.8% 3,292,842 $887.0M
Sequoia Financial Advisors, LLC 9.46% Add +4.1% 2,931,255 $784.1M
National Mutual Insurance Federation of Agricultural Cooperatives 7.78% Reduce -18.6% 2,914,800 $779.7M
Bank of New York Mellon Corp 0.14% Reduce -2.3% 2,677,090 $716.1M
Royal Bank of Canada 0.16% Add +1.0% 2,511,540 $671.9M
Commonwealth Equity Services, LLC 1.04% Add +2.9% 2,465,207 $659.5M
PNC Financial Services Group, Inc. 0.43% Reduce -18.9% 2,414,150 $645.8M
State of Tennessee, Department of Treasury 2.35% Add +0.3% 2,391,882 $639.9M
Cetera Investment Advisers 1.46% Reduce -1.8% 2,365,923 $632.9M
Ameriprise Financial Inc. 0.17% Reduce -0.8% 2,351,450 $629.3M
Raymond James Financial Services Advisors, Inc. 0.89% Add +13.5% 2,332,198 $623.9M
SCS Capital Management LLC 11.99% Add +0.3% 2,140,462 $572.6M
Facet Wealth, Inc. 15.70% Reduce -0.3% 1,903,234 $511.2M
Balyasny Asset Management L.P. 1.30% Add +122.0% 1,850,186 $494.9M
HighTower Advisors, LLC 0.76% Add +12.4% 1,834,369 $490.7M
Empower Advisory Group, LLC 1.66% Add +0.2% 1,670,153 $446.8M
Goldman Sachs Group Inc. 0.09% Reduce -51.9% 1,666,606 $445.8M
Cambridge Investment Research Advisors, Inc. 1.62% Add +0.1% 1,638,923 $438.4M
Osaic Holdings, Inc. 1.02% Reduce -14.3% 1,613,931 $431.9M
Mariner, LLC 0.81% Add +4.5% 1,570,469 $420.2M
Summit Financial, LLC 18.78% Reduce -3.5% 1,530,667 $410.9M
Ellevest, Inc. 24.41% Add +1.1% 1,521,180 $406.9M
Patriot Investment Management Group, Inc. 30.34% Reduce -1.2% 1,449,957 $387.9M
Cerity Partners LLC 1.05% Add +35.4% 1,442,859 $386.0M
Wealthcare Capital Management LLC 40.85% Reduce -4.7% 1,439,127 $385.0M
Bank of Hawaii 16.70% Add +3.6% 1,359,425 $363.7M
Prime Capital Investment Advisors, LLC 5.18% Reduce -3.0% 1,307,938 $349.9M
Truepoint, Inc. 9.79% Reduce -4.4% 1,282,591 $343.1M
Lincoln National Corp. 11.58% Reduce -7.1% 1,280,949 $342.7M
Foster Group, Inc. 13.39% Add +0.6% 1,273,142 $340.6M
Sageworth Trust Co 21.41% Reduce -1.6% 1,268,995 $339.5M
Private Advisor Group, LLC 2.17% Reduce -1.7% 1,210,974 $323.7M
Vista Capital Partners, Inc. 38.50% Reduce -1.2% 1,160,690 $310.5M
Brown Advisory Inc. 0.40% Add +5.6% 1,146,988 $306.8M
Focus Partners Wealth 1.01% Add +119.0% 1,120,766 $299.8M
Corient Private Wealth LP 0.51% Add +9.5% 1,089,987 $291.6M
Wealthspire Advisors, LLC 3.67% Add +7.0% 1,071,492 $286.6M
Novo Holdings A/S 14.98% New 1,038,550 $277.8M
Axiom Advisory, LLC 3.01% Add +6247.8% 1,065,474 $275.8M
Envestnet Portfolio Solutions, Inc. 0.95% Reduce -2.1% 1,020,097 $272.9M
Savant Capital, LLC 2.53% Reduce -24.1% 946,316 $253.1M
Gibson Capital, LLC 54.54% Reduce -4.1% 923,232 $247.0M
FMR LLC 0.02% Add +10.2% 915,167 $244.8M
First Business Financial Services, Inc. 25.67% Add +0.0% 905,198 $242.1M
Capstone Financial Advisors, Inc. 15.57% Add +1.0% 881,533 $235.8M
Cresset Asset Management, LLC 0.99% Add +7.8% 872,342 $234.1M
Northwestern Mutual Wealth Management Co. 0.23% Add +1.4% 868,200 $232.2M
Bank of Montreal 0.07% Reduce -0.2% 863,202 $232.1M
Stephens Inc. 3.47% Add +0.8% 850,173 $227.4M
Citigroup Inc. 0.22% Add +0.8% 847,269 $226.7M
Investure, LLC 27.46% Reduce -3.8% 842,037 $225.3M
Raymond James & Associates 0.15% Reduce -0.8% 841,681 $225.2M
Wealth Enhancement Advisory Services, LLC 0.53% Add +18.9% 830,044 $222.0M
Kestra Advisory Services, LLC 1.23% Add +16.1% 898,933 $220.4M
Tiaa Trust, National Association 0.68% Reduce -2.8% 820,625 $219.5M
Caprock Group, LLC 8.88% Add +2.3% 813,751 $218.5M
Ritholtz Wealth Management 7.14% Reduce -0.8% 809,130 $216.5M
Buckingham Strategic Wealth, LLC 2.11% Add +0.6% 762,645 $204.0M
Verus Financial Partners, Inc. 23.29% Reduce -1.6% 748,812 $200.3M
Moss Adams Wealth Advisors LLC 27.52% Add +5.3% 736,768 $197.6M
Charles Schwab Investment Management Inc. 0.04% Reduce -5.3% 728,883 $195.0M
Cabot-Wellington, LLC 75.71% Reduce -2.7% 722,772 $193.3M
Truist Financial Corp. 0.29% Reduce -11.1% 717,693 $192.0M
Zions Bancorporation, N.A. 15.29% Reduce -8.6% 713,583 $190.9M
Elm Partners Management LLC 14.62% Add +5.3% 711,582 $190.4M
Hardy Reed LLC 18.98% Add +0.8% 706,349 $189.0M
Oxford Financial Group, LTD. LLC 12.32% Add +5.2% 698,252 $186.8M
Stifel Financial Corp. 0.20% Add +24.1% 673,886 $180.3M
Tanglewood Wealth Management, Inc. 22.27% Reduce -2.4% 669,678 $179.1M
Rebalance, LLC 13.93% Reduce -4.4% 646,953 $173.1M
Boston Standard Wealth Management, LLC 37.80% Add +0.8% 642,752 $171.9M
Symetra Investment Management Co 57.86% Reduce -10.0% 640,143 $171.2M
Baird Financial Group, Inc. 0.35% Add +0.7% 635,021 $169.9M
Agf Management Ltd. 0.94% Add +0.8% 631,759 $169.0M
Tidal Investments LLC 2.32% Add +24.3% 627,394 $167.8M
Pathstone Holdings, LLC 0.75% Reduce -3.0% 621,300 $166.2M
Captrust Financial Advisors 0.52% Add +2.9% 609,335 $163.0M
Two Sigma Advisers, LP 0.36% Add +97.8% 599,813 $160.5M
Allen Investment Management, LLC 1.93% Add +1.6% 594,967 $159.2M
Two Sigma Investments, LP 0.37% Add +7.8% 567,149 $151.7M
Glenmede Trust Co. NA 0.76% Add +0.6% 559,880 $149.8M
PrairieView Partners, LLC 16.75% Reduce -0.5% 557,744 $149.2M
Orion Porfolio Solutions, LLC 1.57% Reduce -5.3% 557,665 $149.2M
Orion Portfolio Solutions, LLC 1.57% Reduce -5.3% 557,665 $149.2M
Rockefeller Capital Management L.P. 0.41% Add +6.9% 542,024 $145.0M
AlTi Global, Inc. 3.82% Add +1.0% 529,929 $142.3M
TruWealth Advisors, LLC 9.39% Add +1.5% 527,923 $141.2M
Sendero Wealth Management, LLC 23.40% Reduce -1.6% 519,905 $139.1M
Chai Trust Co. LLC 21.21% Add +2.4% 514,670 $137.7M
D.A. Davidson & Co. 1.20% Add +0.7% 506,795 $135.6M
Cardinal Point Capital Management ULC 23.07% Add +3.9% 494,014 $132.6M
Lhm, Inc. 55.75% Add +34.2% 492,079 $132.1M
Agilis Partners LLC 39.93% Reduce -0.6% 490,507 $131.2M
University of Massachusetts Foundation, Inc. 54.38% Reduce -3.9% 483,970 $129.9M
Beacon Investment Advisory Services, Inc. 5.57% Add +0.3% 485,342 $129.8M
First National Bank & Trust Co. of Newtown 26.38% Reduce -1.0% 485,289 $129.8M
NorthCoast Asset Management LLC 1.10% Add +135.1% 480,401 $128.7M
Zhang Financial LLC 8.99% Reduce -1.7% 480,771 $128.6M
RW Investment Management LLC 17.33% Add +3.3% 479,154 $128.2M
Compass Ion Advisors, LLC 18.11% Add +1.4% 487,851 $126.8M
Oikos Holdings LLC 29.76% Add +22.8% 469,580 $125.6M
Towneley Capital Management, Inc / DE 29.28% Add +38.5% 466,701 $124.8M
N.E.W. Advisory Services LLC 13.46% Add +10.3% 466,166 $124.7M
Cardiff Park Advisors, LLC 12.01% Add +1.1% 465,724 $124.6M
Lindbrook Capital, LLC 11.68% Add +2.1% 464,573 $124.3M
Regis Management CO LLC 37.09% Reduce -0.6% 459,557 $122.9M
Alps Advisors Inc. 0.84% Reduce -0.0% 457,827 $122.5M
Plancorp, LLC 5.27% Add +2.6% 454,294 $121.5M
Beacon Wealthcare LLC 52.89% Add +1.5% 453,523 $121.3M
Rainwater Charitable Foundation 59.57% Add +12.5% 448,560 $120.0M
Independent Advisor Alliance 4.03% Reduce -1.0% 439,653 $117.6M
MML Investors Services, LLC 0.47% Add +2.6% 431,678 $115.5M
Vestmark Advisory Solutions, Inc. 4.79% Add +17.7% 428,938 $114.7M
Oakwell Private Wealth Management, LLC 32.07% Add +5.8% 424,590 $113.6M
Wealthcare Advisory Partners LLC 3.55% Add +0.1% 424,202 $113.5M
Diversified Portfolios, Inc. 14.79% Add +0.0% 419,761 $112.3M
Legacy Private Trust Co. 7.96% Reduce -0.6% 418,702 $112.0M
Taiyo Life Insurance Co. 8.79% No change 410,800 $109.9M
Avalon Advisory Group 50.95% Reduce -3.8% 399,889 $107.0M
WMS Partners, LLC 6.86% Reduce -1.1% 399,800 $107.0M
Efficient Advisors, LLC 6.88% Add +0.1% 396,238 $106.0M
Joel Isaacson & Co., LLC 5.53% Add +4.8% 393,542 $105.3M
Roble, Belko & Company, Inc 17.31% Reduce -1.1% 386,441 $103.4M
AQR Capital Management 0.16% Add +8.6% 382,874 $102.4M
Cliffwater LLC 21.83% Reduce -3.0% 381,306 $102.0M
Revolve Wealth Partners, LLC 16.51% Add +2.8% 374,443 $100.2M
Mercer Global Advisors Inc. 0.27% Add +12.8% 369,664 $98.9M
Astoria Strategic Wealth, Inc. 30.51% Add +1.0% 368,693 $98.6M
MAI Capital Management 0.97% Add +0.5% 367,821 $98.4M
Landaas & Co. /Wi 29.84% Add +0.6% 366,048 $97.9M
Tanager Wealth Management LLP 14.45% Add +1.1% 361,597 $97.1M
Financial Engines Advisors L.L.C. 0.21% Add +0.6% 355,726 $95.5M
Moneta Group Investment Advisors LLC 1.52% Reduce -0.5% 356,380 $95.3M
CENTRAL TRUST Co 2.33% Add +0.5% 355,502 $95.1M
Regions Financial Corp. 0.72% Reduce -3.1% 354,878 $94.9M
Fifth Third Bancorp 0.35% Add +2.1% 342,499 $91.6M
Mission Wealth Management, LP 2.48% Reduce -10.6% 342,389 $91.6M
NewSquare Capital LLC 7.85% Add +4.3% 349,423 $91.2M
Global Endowment Management, LP 9.61% No change 339,574 $90.8M
Parkwood LLC 11.28% No change 338,846 $90.6M
Employees Retirement System of Texas 1.00% No change 338,800 $90.6M
Lido Advisors, LLC 0.75% Reduce -3.7% 337,311 $90.6M
Sage Mountain Advisors LLC 8.24% Add +16.7% 333,119 $89.1M
Laird Norton Wetherby Wealth Management, LLC 4.20% Reduce -2.4% 332,413 $88.9M
Symmetry Partners, LLC 4.55% Add +166.0% 330,846 $88.5M
Focus Partners Advisor Solutions, LLC 2.29% Reduce -4.0% 326,768 $87.4M
Kinsale Capital Group, Inc. 30.26% No change 326,312 $87.3M
Beacon Pointe Advisors, LLC 1.03% Add +0.1% 324,618 $86.8M
HRT Financial LP 0.49% Reduce -2.7% 324,476 $86.8M
GP Brinson Investments LLC 37.09% Reduce -7.4% 322,196 $86.2M
Apella Capital, LLC 3.79% Add +1.6% 310,833 $84.7M
Penserra Capital Management LLC 1.07% Add +1.2% 315,708 $84.5M
AEGON USA Investment Management, LLC 85.82% Reduce -2.6% 313,306 $84.4M
Yarbrough Capital, LLC 3.45% No change 310,912 $83.2M
Seaside Wealth Management, Inc. 34.47% Add +2.1% 310,836 $83.2M
SAM Advisors, LLC 30.42% Reduce -1.3% 310,215 $83.0M
Stuart Investment Advisors, Inc. 51.77% Add +1.8% 309,411 $82.8M
Cambridge Associates LLC /Ma/ 3.74% Add +1.6% 305,029 $81.6M
D'Orazio & Associates, Inc. 12.39% Add +3.7% 301,352 $80.6M
AMG National Trust Bank 2.18% Add +9.3% 300,473 $80.4M
Segment Wealth Management, LLC 5.87% Add +1.4% 297,367 $79.5M
Merit Financial Group, LLC 1.73% Add +0.3% 292,253 $78.2M
Garde Capital, Inc. 5.38% Reduce -0.0% 289,659 $77.5M
Waverly Advisors, LLC 1.51% Add +0.5% 288,673 $77.2M
Brighton Jones LLC 2.54% Reduce -0.0% 287,614 $76.9M
Circle Wealth Management, LLC 1.76% Reduce -1.1% 283,833 $75.9M
GeoWealth Management, LLC 3.30% Reduce -0.3% 283,662 $75.9M
Lake Street Advisors Group, LLC 3.65% Add +2.1% 281,984 $75.7M
Levy Wealth Management Group, LLC 19.36% Add +3.0% 282,681 $75.6M
Becker Capital Management Inc. 2.54% Add +1.7% 275,936 $74.1M
HUB Investment Partners, LLC 3.57% Add +7.3% 276,744 $74.0M
Sunesis Advisors, LLC 43.90% Reduce -1.8% 276,156 $73.9M
GM Advisory Group, LLC 4.63% Add +10.2% 267,930 $71.7M
Equitable Holdings, Inc. 0.75% Add +6.2% 266,419 $71.3M
Ieq Capital, LLC 0.95% Add +4.4% 264,637 $70.8M
Omnia Family Wealth, LLC 29.85% Add +0.8% 262,693 $70.5M
Comerica Bank 0.29% Reduce -0.5% 263,510 $70.5M
Heck Capital Advisors, LLC 8.65% Add +111.0% 260,104 $69.6M
GSG Advisors LLC 24.45% Reduce -0.7% 258,224 $69.2M
Composition Wealth, LLC 1.68% Add +1.0% 258,076 $69.0M
Nadler Financial Group, Inc. 8.02% Add +2.2% 255,029 $68.2M
Wedmont Private Capital 4.29% Add +5.9% 247,408 $68.2M
NewEdge Advisors, LLC 0.50% Add +2.8% 254,914 $68.2M
TD Capital Management LLC 7.08% Add +2.2% 253,134 $67.7M
Sowell Financial Services LLC 3.19% Add +1.9% 249,132 $66.9M
Baker Ellis Asset Management LLC 10.05% Add +0.5% 249,345 $66.7M
Beacon Capital Management, LLC 12.04% Add +4.9% 244,422 $65.4M
Macquarie Group Ltd. 0.07% Add +0.4% 243,302 $65.1M
Independent Order of Foresters 40.14% Add +0.4% 243,302 $65.1M
Flputnam Investment Management Co. 1.21% Add +424.9% 241,553 $64.6M
Gleason Group, Inc. 13.09% Add +2.3% 241,087 $64.5M
Country Club Bank 4.39% Add +5.7% 234,609 $63.2M
Bessemer Group Inc. 0.11% Reduce -0.9% 234,538 $62.7M
Morningstar Investment Management LLC 6.54% Add +2.6% 234,017 $62.6M
Litman Gregory Wealth Management LLC 5.43% Reduce -1.0% 228,649 $61.2M
Stash Investments, LLC 40.24% Add +5.0% 228,123 $61.0M
Jones Financial Companies LLLP 0.07% Add +16.7% 227,770 $60.9M
Cherrydale Wealth Management, LLC 26.68% Add +6.8% 227,435 $60.8M
MorganRosel Wealth Management, LLC 21.48% Add +0.6% 227,390 $60.8M
Bailard, Inc. 1.67% Reduce -4.0% 227,125 $60.8M
Jaffetilchin Investment Partners, LLC 5.17% Add +9.7% 226,121 $60.5M
Luminvest Wealth Management LLC 28.27% Add +32.6% 223,919 $60.2M
Avantax Advisory Services, Inc. 0.43% Reduce -12.6% 224,822 $60.1M
KCM Investment Advisors LLC 2.15% Add +0.1% 222,377 $59.5M
Hassell Wealth Management, LLC 26.64% Add +4.7% 221,411 $59.5M
ETF Portfolio Partners, Inc. 18.60% Add +2.9% 222,127 $59.4M
Haverford Trust Co 0.62% Add +3.6% 221,897 $59.4M
St. Louis Trust Co 9.06% Reduce -0.8% 221,473 $59.2M
First Bank & Trust 11.97% Reduce -0.5% 219,682 $58.8M
Twin Focus Capital Partners, LLC 9.30% Add +1.1% 217,609 $58.2M
Blair William & Co. 0.18% Add +5.7% 217,271 $58.1M
Hanover Advisors Inc. 25.68% Reduce -0.7% 216,062 $57.8M
Wade Financial Advisory, Inc 20.72% Reduce -0.2% 215,243 $57.6M
Pinnacle Associates Ltd. 0.90% Reduce -2.5% 214,697 $57.4M
Wilmington Savings Fund Society, FSB 2.20% Reduce -1.6% 213,979 $57.2M
Abacus Planning Group, Inc. 11.08% Reduce -2.2% 213,430 $57.1M
Sanctuary Advisors, LLC 0.41% — 225,586 $56.8M
BIP Wealth, LLC 4.62% Reduce -9.6% 210,991 $56.4M
Cedar Wealth Management, LLC 18.31% Reduce -0.0% 210,850 $56.4M
Clarius Group, LLC 3.97% Reduce -0.0% 209,535 $56.1M
EPIQ Capital Group, LLC 19.67% Add +3.3% 208,173 $55.9M
Park Avenue Securities LLC 0.68% Add +0.9% 206,746 $55.3M
Nicholas Hoffman & Company, LLC. 2.58% Add +0.6% 205,492 $55.0M
Evensky & Katz LLC 3.81% Reduce -2.3% 204,671 $54.8M
OLIO Financial Planning 23.00% Reduce -0.3% 228,999 $54.5M
CIBC Private Wealth Group LLC 0.10% Reduce -4.6% 198,619 $54.1M
Wellspring Financial Advisors, LLC 6.07% Add +0.1% 6,185,566 $54.1M
Prentice Wealth Management LLC 17.57% Add +1.1% 201,298 $53.8M
Atria Wealth Solutions, Inc. 0.58% Reduce -3.4% 195,582 $52.4M
Briaud Financial Planning Inc 30.23% Add +16.1% 195,781 $52.4M
Johnson Financial Group, LLC 6.82% Reduce -2.9% 194,831 $52.1M
Unconventional Investor, LLC 36.72% Reduce -1.9% 194,814 $52.1M
University of Maryland Foundation, Inc. 55.37% No change 194,208 $52.0M
Operose Advisors LLC 18.32% Add +11.2% 193,441 $51.7M
Main Street Financial Solutions, LLC 4.86% Add +1.7% 192,820 $51.6M
Choreo, LLC 0.86% Add +24.1% 191,310 $51.3M
Laird Norton Wetherby Trust Company, LLC 7.23% Reduce -0.1% 190,847 $51.2M
Cypress Capital, LLC 13.88% Reduce -2.6% 190,137 $50.9M
Mizuho Bank, Ltd. 12.06% Reduce -50.0% 190,000 $50.8M
OneDigital Investment Advisors LLC 0.63% Add +9.7% 189,398 $50.7M
Commerce Bank 0.33% Add +1.3% 189,161 $50.6M
Stratos Wealth Partners, LTD. 0.82% Reduce -0.6% 189,104 $50.6M
Alliancebernstein L.P. 0.02% Add +4.4% 184,678 $49.4M
Libra Wealth LLC 21.34% Add +3.7% 184,304 $49.3M
Smith, Moore & Co. 5.09% Add +1.1% 184,286 $49.3M
Northstar Group, Inc. 9.70% Add +2.5% 183,840 $49.2M
Burrus Financial Services, Inc. 24.96% Add +0.8% 182,898 $48.9M
Regent Peak Wealth Advisors LLC 11.18% Add +8.1% 182,481 $48.8M
REDW Wealth LLC 12.72% Reduce -4.4% 181,548 $48.6M
Smith & Howard Wealth Management, LLC 14.34% Reduce -0.4% 179,700 $48.1M
Janney Montgomery Scott LLC 0.15% Reduce -4.7% 179,669 $48.1M
Trilogy Capital Inc. 2.60% Add +6.8% 179,311 $48.0M
Magnolia Wealth Management, LLC 36.07% Reduce -49.6% 178,634 $47.8M
JMG Financial Group, Ltd. 1.77% Reduce -5.6% 177,189 $47.4M
Scissortail Wealth Management, LLC 12.01% Add +0.2% 176,099 $47.1M
North Star Asset Management Inc. 2.23% Reduce -1.6% 175,825 $47.0M
Hemington Wealth Management 15.84% Reduce -1.8% 175,637 $47.0M
Ashford Advisors, LLC 11.52% Reduce -0.1% 175,535 $47.0M
Wooster Corthell Wealth Management, Inc. 10.53% Reduce -1.1% 173,999 $46.5M
Winthrop Advisory Group LLC 6.24% Reduce -0.7% 171,679 $45.9M
Proffitt & Goodson Inc. 8.09% Reduce -2.2% 171,446 $45.9M
Greenline Partners, LLC 6.86% Add +1.6% 168,220 $45.1M
Prudent Man Advisors, LLC 15.93% Reduce -4.2% 168,124 $45.0M
Delphi Financial Group, Inc. 25.78% New 168,090 $45.0M
EP Wealth Advisors, LLC 0.48% Add +5.6% 167,682 $44.9M
Asset Allocation & Management Company, LLC 29.63% Add +0.4% 167,587 $44.8M
Linscomb Wealth, Inc. 2.28% Reduce -0.8% 164,784 $44.1M
Monterey Private Wealth, Inc. 16.22% Add +4.1% 162,208 $43.4M
IFG Advisory, LLC 2.78% Add +4.9% 161,697 $43.3M
WBH Advisory Inc. 4.36% Reduce -2.4% 161,061 $43.1M
Tennessee Valley Asset Management Partners 8.07% Add +4729.8% 160,832 $43.0M
Concurrent Investment Advisors, LLC 1.42% Add +12.4% 160,364 $42.9M
Affiance Financial, LLC 11.01% Add +1.9% 157,654 $42.2M
Portfolio Strategies, Inc. 5.70% Reduce -81.8% 156,301 $41.8M
Duff & Phelps Investment Management Co. 0.53% Add +1.1% 156,210 $41.8M
Red Wave Investments LLC 15.33% Add +1.2% 155,371 $41.6M
Altus Wealth Management, LLC 19.89% Reduce -0.3% 154,718 $41.4M
Cwm, LLC 0.19% Add +9.9% 154,490 $41.3M
Baker Avenue Asset Management, LP 1.40% Add +5.0% 153,397 $41.0M
Integrated Wealth Concepts LLC 0.56% Add +2.0% 153,330 $41.0M
Hirtle & Co., LLC 2.04% Reduce -2.3% 152,143 $40.7M
Parallel Advisors, LLC 1.04% Reduce -3.0% 151,899 $40.6M
Bordeaux Wealth Advisors LLC 7.74% Add +68.9% 151,178 $40.4M
Steward Partners Investment Advisory, LLC 0.43% Add +2.5% 151,171 $40.4M
Evanson Asset Management, LLC 2.97% Add +1.0% 151,030 $40.4M
Proficio Capital Partners LLC 4.22% Add +0.5% 150,236 $40.2M
Victory Capital Management Inc. 0.04% Reduce -0.2% 148,560 $39.7M
Flagship Harbor Advisors, LLC 2.38% Reduce -7.0% 148,002 $39.6M
Bartlett & Co. Wealth Management LLC 0.60% Add +1.3% 146,972 $39.5M
Carlson Capital Management 1.86% Add +3.5% 147,470 $39.4M
Baron Silver Stevens Financial Advisors, LLC 7.48% Reduce -0.2% 146,239 $39.1M
Fiducient Advisors LLC 5.38% Add +4278.7% 145,241 $39.0M
Family CFO Inc 23.99% Reduce -0.5% 145,721 $39.0M
State of Wisconsin - Board of Commissioners of Public Lands 9.36% No change 145,593 $38.9M
White Wing Wealth Management 31.10% Add +13.0% 145,298 $38.9M
FRG Family Wealth Advisors LLC 7.46% Add +3.8% 149,408 $38.5M
Battery Global Advisors, LLC 25.48% Add +26.8% 143,454 $38.5M
North Star Investment Management Corp. 2.79% Reduce -0.3% 142,216 $38.0M
Rosenberg Matthew Hamilton 11.20% Reduce -11.0% 141,439 $37.9M
Fiduciary Trust Co 0.57% Reduce -0.3% 141,574 $37.9M
Bridgewater Advisors Inc. 4.68% Add +9.2% 142,069 $37.9M
Windham Capital Management, LLC 29.21% Reduce -1.0% 139,496 $37.3M
Gibson Wealth Advisors LLC 34.85% Add +1.3% 139,141 $37.2M
Annex Advisory Services, LLC 1.31% Reduce -2.4% 138,903 $37.2M
WealthPLAN Partners, LLC 3.98% Add +1.9% 138,705 $37.1M
Millennium Management 0.03% Reduce -22.6% 138,140 $37.0M
Pacific Center for Financial Services 10.34% Add +0.7% 137,846 $36.9M
Capitol Family Office, Inc. 49.29% Reduce -1.6% 137,762 $36.9M
United Capital Financial Advisors, LLC 0.32% Reduce -0.3% 137,398 $36.8M
TLWM 8.08% Add +0.8% 136,777 $36.6M
jvl associates llc 14.58% Reduce -1.4% 135,985 $36.4M
First Western Trust Bank 1.72% No change 134,895 $36.1M
Opus Investment Management Inc. 23.00% Add +0.1% 133,178 $35.6M
VERITY Wealth Advisors 26.67% Add +1.9% 133,102 $35.6M
Regis Acquisition Inc. 21.67% Add +0.9% 132,887 $35.5M
Howe & Rusling Inc. 3.20% Add +1.8% 131,376 $35.1M
Balentine LLC 1.59% Reduce -32.4% 130,734 $35.0M
Dynamic Advisor Solutions LLC 1.09% Reduce -2.5% 129,976 $34.8M
Modera Wealth Management, LLC 0.51% Reduce -3.5% 129,571 $34.7M
Raffa Wealth Management, LLC 9.71% Add +1.4% 127,842 $34.2M
Rwa Wealth Partners, LLC 0.45% Reduce -5.0% 127,468 $34.1M
Diversified Trust Co. 0.96% Add +6.5% 126,910 $33.9M
Smithfield Trust Co 1.76% Reduce -0.2% 125,771 $33.6M
Kearns & Associates LLC 25.04% Add +3.3% 125,382 $33.5M
Telos Capital Management, Inc. 3.69% Reduce -0.3% 124,533 $33.3M
Clearstead Advisors, LLC 0.57% Add +35.2% 124,350 $33.3M
BCM Advisors, LLC 7.88% Add +1.6% 123,797 $33.2M
Independent Financial Group, LLC 1.33% Add +1.2% 124,112 $33.2M
Karpus Management, Inc. 0.93% Reduce -9.2% 123,366 $33.0M
O'Brien Wealth Partners LLC 7.39% Reduce -26.1% 122,983 $32.9M
Wrenne Financial Planning LLC 22.63% Add +5.5% 122,664 $32.8M
CGN Advisors LLC 3.79% Reduce -1.1% 121,731 $32.6M
Gryphon Financial Partners LLC 4.86% Add +1079.7% 121,368 $32.5M
Pure Financial Advisors, LLC 0.90% Add +1.9% 121,203 $32.4M
REAP Financial Group, LLC 8.71% Add +12.7% 121,026 $32.4M
Compass Financial Group, INC 7.01% Reduce -0.8% 120,896 $32.3M
Everhart Financial Group, Inc. 8.39% Reduce -0.9% 122,297 $32.3M
Benchmark Financial Wealth Advisors, LLC 11.84% Reduce -5.0% 119,482 $32.0M
Strategic Wealth Investment Group, LLC 4.03% — 118,899 $31.9M
ICONIQ Capital, LLC 0.68% Reduce -0.1% 118,946 $31.8M
National Philanthropic Trust 0.61% Add +1.4% 118,660 $31.7M
Valmark Advisers, Inc. 0.54% Add +2.2% 118,610 $31.7M
Arlington Trust Co LLC 7.46% Add +177.4% 118,300 $31.6M
Mutual Advisors, LLC 0.95% Add +6.0% 117,119 $31.6M
Robertson Stephens Wealth Management, LLC 1.65% Add +110.5% 117,563 $31.6M
One Degree Advisors Inc 15.22% Add +0.9% 117,966 $31.6M
Perigon Wealth Management, LLC 0.91% Reduce -0.5% 117,448 $31.4M
Breakwater Investment Management 14.04% Add +1.7% 117,354 $31.4M
Global Retirement Partners, LLC 0.98% Reduce -5.6% 117,181 $31.3M
Sterling Wealth Management, Inc. 14.88% Add +0.0% 117,160 $31.3M
Chandler Asset Management, Inc. 6.34% Reduce -3.2% 116,930 $31.3M
First PREMIER Bank 8.33% Reduce -0.5% 116,457 $31.2M
Weinberger Asset Management, Inc 14.60% Reduce -0.7% 115,821 $31.0M
New England Private Wealth Advisors LLC 5.39% Reduce -0.6% 115,598 $30.9M
Northeast Financial Consultants Inc 1.42% Add +0.6% 115,181 $30.8M
Principal Securities, Inc. 0.84% Add +4.0% 114,235 $30.6M
Summit Trail Advisors, LLC 0.80% Reduce -1.4% 113,368 $30.4M
Keybank National Association 0.12% Add +1.0% 113,457 $30.4M
Dynasty Wealth Management, LLC 0.89% Add +6.0% 113,155 $30.3M
Liberty Capital Management, Inc. 7.11% Add +4.5% 112,033 $30.0M
SYM FINANCIAL Corp 4.77% Add +3.2% 111,777 $29.9M
Pinnacle Financial Partners Inc 0.64% Reduce -3.9% 111,566 $29.8M
Tsfg, LLC 6.94% Reduce -10.5% 111,032 $29.7M
David Kennon Inc 12.41% Reduce -0.7% 110,501 $29.6M
Fifth Third Securities, Inc. 2.73% Add +0.5% 110,077 $29.6M
Penney Financial, LLC 21.55% Add +2.9% 110,171 $29.5M
VPR Management LLC 11.00% Reduce -46.2% 110,000 $29.4M
Atria Investments, Inc 0.38% Reduce -13.5% 109,855 $29.4M
Beacon Financial Strategies CORP 21.14% Reduce -1.0% 109,819 $29.4M
Wick Capital Partners, LLC 10.00% New 107,823 $28.8M
Roger Wittlin Investment Advisory, LLC 18.10% Add +1.1% 105,406 $28.2M
Skyline Advisors, Inc. 12.06% Add +1.7% 103,641 $27.7M
Cary Street Partners Investment Advisory LLC 1.11% Add +0.3% 103,314 $27.6M
Mather Group, Llc. 0.34% Add +21.1% 106,264 $27.6M
Frank, Rimerman Advisors LLC 1.95% Add +17.1% 103,208 $27.6M
Townsquare Capital LLC 0.38% Add +0.3% 102,963 $27.5M
Allegiance Financial Group Advisory Services LLC 10.52% Add +12.2% 102,682 $27.5M
Peak Financial Management, Inc. 8.58% Reduce -0.7% 102,524 $27.4M
Blankinship & Foster, LLC 7.05% Reduce -2.4% 102,225 $27.3M
Cozad Asset Management Inc. 2.73% Add +11.3% 102,135 $27.3M
Graypoint LLC 1.88% Reduce -0.1% 101,708 $27.2M
Equita Financial Network, Inc. 11.31% Add +5.0% 101,173 $27.1M
Seeds Investor LLC 13.81% New 100,702 $26.9M
Trellis Wealth Advisors LLC 14.69% Reduce -2.0% 100,061 $26.8M
Pinnacle Wealth Management Advisory Group, LLC 2.75% Add +5.0% 99,490 $26.6M
Brooklyn FI, LLC 10.40% Add +7.3% 99,470 $26.6M
Ebor Charitable Trust 56.92% Reduce -0.8% 99,466 $26.6M
Integris Wealth Management, LLC 7.68% Reduce -13.0% 99,413 $26.6M
Nuveen Asset Management, LLC 0.01% Reduce -14.0% 98,500 $26.4M
Bush Investment Group, LLC 22.69% Add +0.9% 98,775 $26.4M
AllSquare Wealth Management LLC 15.85% Reduce -0.8% 98,744 $26.4M
Cobblestone Capital Advisors LLC 1.62% Add +1.3% 98,590 $26.4M
LPF Advisors LLC 24.29% Add +1.7% 98,488 $26.3M
HBK Sorce Advisory LLC 0.92% Add +0.8% 98,443 $26.3M
Lanham O'Dell & Company, Inc. 14.70% Add +98.8% 97,903 $26.2M
Choate Investment Advisors 0.69% Add +0.2% 97,885 $26.2M
Bfsg, LLC 3.27% Add +7.2% 96,411 $25.8M
Financial Architects, LLC 17.37% Reduce -1.5% 95,528 $25.6M
Obermeyer Wealth Partners 1.46% Add +1.4% 94,991 $25.4M
U.S. Capital Wealth Advisors, LLC 0.96% Add +5.4% 94,273 $25.2M
Financial Advocates Investment Management 1.57% Add +2.4% 94,251 $25.2M
Leonard Rickey Investment Advisors P.L.L.C. 6.03% Add +9.2% 94,088 $25.2M
Washburn Capital Management, Inc. 17.94% Add +2.2% 93,979 $25.1M
Monashee Investment Management LLC 3.27% No change 93,660 $25.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.17% Add +2.4% 93,371 $25.0M
Great Diamond Partners, LLC 5.87% Reduce -4.3% 93,365 $25.0M
PFG Advisors 1.68% Add +4.2% 93,171 $24.9M
Wealthstar Advisors, LLC 20.18% New 93,051 $24.9M
Roundview Capital LLC 1.94% Add +2.8% 92,312 $24.7M
Aspiriant, LLC 1.01% Reduce -0.2% 92,308 $24.7M
Milestone Investment Advisors LLC 6.56% Reduce -12.7% 92,209 $24.7M
NewEdge Wealth, LLC 0.53% Add +0.5% 92,029 $24.6M
Crescent Grove Advisors, LLC 2.69% Reduce -2.6% 91,427 $24.5M
Morling Financial Advisors, LLC 10.59% Add +5.2% 90,816 $24.3M
BBR Partners, LLC 1.99% Add +1.1% 90,614 $24.2M
Venture Visionary Partners LLC 1.13% Reduce -0.3% 90,450 $24.2M
Brass Tax Wealth Management, Inc. 4.72% Add +0.7% 90,051 $24.1M
Great Valley Advisor Group, Inc. 0.67% Add +2.2% 89,084 $23.8M
Clarity Wealth Advisors, LLC 7.68% Reduce -2.3% 88,762 $23.7M
My Personal CFO, LLC 12.65% Add +7.3% 88,561 $23.7M
Shayne & Jacobs, LLC 6.54% Reduce -1.4% 88,140 $23.6M
Kestra Private Wealth Services, LLC 0.47% Reduce -4.0% 87,970 $23.5M
Woodmont Investment Counsel LLC 1.91% Add +2.0% 87,188 $23.3M
Financial Counselors Inc. 0.37% Reduce -1.6% 86,966 $23.3M
Ashford Capital Management Inc. 3.12% Reduce -2.8% 86,430 $23.1M
Edge Capital Group, LLC 1.12% Reduce -3.3% 86,343 $23.1M
Ogorek Anthony Joseph /NY/ 7.88% Add +0.2% 84,765 $22.7M
Principle Wealth Partners LLC 1.72% Add +5.7% 84,238 $22.5M
Pacific Capital Wealth Advisors, Inc. 4.08% Reduce -6.5% 83,465 $22.3M
Clear Harbor Asset Management, LLC 1.95% Add +3.1% 83,164 $22.2M
Harbour Investments, Inc. 0.74% Add +4.8% 82,558 $22.1M
Cordant, Inc. 12.34% Reduce -1.1% 82,555 $22.1M
Connecticut Wealth Management, LLC 1.14% Reduce -3.1% 82,501 $22.1M
Capital Advisors, Ltd. LLC 2.86% Add +0.9% 82,449 $22.1M
Washington Capital Management, Inc. 18.59% Reduce -0.2% 81,914 $21.9M
Precedent Wealth Partners, LLC 8.80% No change 81,723 $21.9M
RFG Advisory, LLC 0.71% Add +0.0% 81,389 $21.8M
Nisa Investment Advisors, LLC 0.14% Reduce -25.9% 80,955 $21.7M
Wellington Management Group LLP 0.00% Add +3.2% 81,209 $21.7M
Latigo Investments, LLC 11.07% No change 80,845 $21.6M
Northwest Wealth Management, LLC 5.58% Reduce -2.8% 80,590 $21.6M
AdvisorNet Financial, Inc 1.95% Reduce -1.7% 80,123 $21.4M
Hollencrest Capital Management 0.93% Add +0.5% 78,676 $21.0M
Rockbridge Investment Management, LCC 2.98% Reduce -2.8% 78,515 $21.0M
Rain Capital Management, LLC 14.78% Add +2.2% 80,594 $21.0M
SpiderRock Advisors, LLC 0.55% Add +5.1% 77,686 $20.8M
Sensible Financial Planning & Management, LLC. 4.46% Reduce -2.4% 77,164 $20.6M
Simon Quick Advisors, LLC 1.46% Reduce -3.7% 77,108 $20.6M
CBIZ Investment Advisory Services, LLC 1.16% Reduce -4.3% 76,826 $20.6M
Yousif Capital Management, LLC 0.23% Reduce 0.0% 76,466 $20.5M
Quantinno Capital Management LP 0.37% Add +2.7% 76,439 $20.4M
Geneos Wealth Management Inc. 0.90% Reduce -0.5% 75,651 $20.2M
Addis & Hill, Inc 16.78% Reduce -2.1% 74,666 $20.1M
Horizon Wealth Management, LLC 4.79% Add +1.4% 75,106 $20.1M
Mesirow Financial Investment Management, Inc. 0.45% Reduce -2.4% 75,015 $20.1M
Optas, LLC 5.16% Add +0.0% 74,949 $20.0M
First Horizon Advisors, Inc. 0.61% Add +6.1% 74,645 $20.0M
Stock Yards Bank & Trust Co. 0.66% Add +0.3% 74,395 $19.9M
Kraft, Davis & Associates, LLC 5.99% Add +1.0% 73,261 $19.8M
BNP Paribas Financial Markets 0.02% Add +1976.8% 73,727 $19.7M
Sigma Investment Counselors Inc. 1.23% Add +0.8% 73,505 $19.7M
Advisory Services Network, LLC 0.40% Add +1.2% 72,586 $19.4M
M&T Bank Corp 0.07% Reduce -2.5% 72,425 $19.4M
Foundations Investment Advisors, LLC 0.47% Add +9.9% 72,112 $19.3M
Shotwell Rutter Baer Inc 16.85% New 69,769 $19.0M
J.W. Cole Advisors, Inc. 0.89% Add +1.5% 70,496 $18.9M
Chicago Partners Investment Group LLC 0.73% Add +12.0% 69,896 $18.8M
Cascade Investment Group, Inc. 14.54% Add +1.3% 69,646 $18.6M
Drucker Wealth 3.0, LLC 4.92% — 69,223 $18.5M
FineMark National Bank & Trust 0.68% Add +99.4% 69,175 $18.5M
Breed's Hill Capital LLC 16.37% No change 69,107 $18.5M
Industrial Alliance Investment Management Inc. 10.48% New 69,040 $18.5M
Firestone Capital Management 5.04% Reduce -0.5% 68,992 $18.5M
NORTHSTAR ASSET MANAGEMENT Co 4.46% Reduce -1.0% 68,885 $18.4M
EverSource Wealth Advisors, LLC 1.22% Reduce -0.1% 67,600 $18.4M
Cornerstone National Bank & Trust Co 8.97% Add +4.4% 68,286 $18.3M
Satovsky Asset Management LLC 4.37% Add +3.1% 67,982 $18.2M
Mayport, LLC 6.47% Add +0.0% 67,864 $18.2M
Coldstream Capital Management Inc. 0.44% Reduce -0.3% 67,854 $18.2M
Kings Path Partners LLC 8.55% — 67,825 $18.1M
Warwick Investment Management, Inc. 4.24% Reduce -7.7% 67,652 $18.1M
Annis Gardner Whiting Capital Advisors, LLC 5.14% Add +12.2% 67,377 $18.1M
Raab & Moskowitz Asset Management LLC 4.91% Add +0.2% 67,558 $18.1M
Ameritas Advisory Services, LLC 0.68% Add +9.3% 67,475 $18.1M
Cannon Financial Strategists, Inc. 3.42% Add +0.6% 67,004 $17.9M
Johnson Investment Counsel Inc. 0.19% Add +2.9% 66,740 $17.9M
Thrivent Financial for Lutherans 0.04% Reduce -0.3% 66,512 $17.8M
ArchPoint Investors 6.63% No change 65,721 $17.6M
Gordian Advisors LLC 16.79% Reduce -0.1% 65,123 $17.4M
Cascade Financial Partners, LLC 2.29% Reduce -10.3% 65,064 $17.4M
Community Bank, N.A. 2.27% Add +0.1% 64,381 $17.2M
Cornerstone Wealth Management, LLC 1.32% Reduce -1.6% 64,128 $17.2M
Cornerstone Wealth Group, LLC 1.52% Add +5.2% 63,859 $17.1M
Benjamin F. Edwards & Company, Inc. 0.30% Reduce -13.4% 63,746 $17.1M
Peterson Wealth Advisors, LLC 3.57% Reduce -5.3% 63,641 $17.0M
Continuum Advisory, LLC 2.45% Add +10.0% 63,435 $17.0M
Greenleaf Trust 0.16% Reduce -0.1% 63,370 $17.0M
Federation des caisses Desjardins du Quebec 0.09% Add +13.4% 63,341 $16.9M
First Hawaiian Bank 0.57% Reduce -0.1% 63,334 $16.9M
5th Street Advisors, LLC 8.85% Add +0.1% 63,290 $16.9M
Altiora Financial Group, LLC 4.06% Add +3.5% 63,270 $16.9M
Arax Advisory Partners 1.65% Add +1.0% 63,083 $16.9M
Almanack Investment Partners, LLC. 2.84% Add +34.3% 62,895 $16.8M
Parisi Gray Wealth Management 6.01% Add +1.2% 62,620 $16.8M
Apollon Wealth Management, LLC 0.51% Add +0.5% 62,542 $16.7M
Barrett & Company, Inc. 7.56% Reduce -5.7% 62,402 $16.7M
Avion Wealth 4.56% Reduce -1.2% 61,843 $16.5M
Lodestar Private Asset Management LLC 2.27% Add +3.4% 61,716 $16.5M
MontVue Capital Management, Inc. 13.13% Reduce -0.9% 61,682 $16.5M
O'shaughnessy Asset Management, LLC 0.17% Add +11.5% 61,624 $16.5M
Compass Advisory Group LLC 7.26% Reduce -1.2% 60,905 $16.4M
Davis R M Inc. 0.33% Add +13.0% 61,063 $16.3M
Stokes Family Office, LLC 1.91% No change 60,838 $16.3M
Palisades Hudson Asset Management, L.P. 7.43% Reduce -0.7% 60,431 $16.2M
Financial & Tax Architects, LLC 4.31% Add +3289.8% 60,136 $16.1M
Seven Post Investment Office LP 2.96% Add +10.8% 59,778 $16.0M
Portland Global Advisors LLC 2.17% Add +2.2% 59,716 $16.0M
Glenview Trust Co 0.32% Add +1.9% 58,779 $15.7M
Coastline Trust Co 1.84% Reduce -2.7% 58,638 $15.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.47% Reduce -5.0% 58,190 $15.6M
Long Island Wealth Management, Inc. 10.98% Add +1.4% 58,161 $15.6M
Monument Group Wealth Advisors, LLC 10.46% Reduce -0.8% 58,151 $15.6M
Sanctuary Wealth Management, L.L.C. 11.77% Reduce -2.1% 58,116 $15.5M
FSM Wealth Advisors, LLC 5.18% Add +2.5% 57,722 $15.4M
Argent Trust Co 0.68% Add +1.5% 57,716 $15.4M
Sageworth Trust Co of South Dakota 22.64% Add +7.8% 57,610 $15.4M
IHT Wealth Management, LLC 0.57% Reduce -0.8% 57,081 $15.3M
Aspen Grove Capital, LLC 3.59% No change 56,913 $15.3M
Signaturefd, LLC 0.31% Add +3.5% 56,868 $15.2M
Dorsey & Whitney Trust CO LLC 1.05% Add +1.8% 56,625 $15.1M
NovaPoint Capital, LLC 5.14% Add +0.5% 56,601 $15.1M
UMB Bank, n.a. 0.25% Reduce -61.5% 56,444 $15.1M
Source Financial Advisors LLC 4.64% Reduce -5.8% 56,411 $15.1M
New England Asset Management Inc. 2.61% No change 56,165 $15.0M
Thoroughbred Financial Services, LLC 1.00% Add +29.4% 56,065 $15.0M
Trinity Financial Advisors LLC 6.70% Reduce -1.9% 55,779 $15.0M
Sinecera Capital, LLC 20.46% Add +5.7% 55,689 $14.9M
Westside Investment Management, Inc. 3.42% Add +1.6% 55,808 $14.9M
NorthRock Partners, LLC 0.56% Reduce -3.3% 55,489 $14.9M
Annapolis Financial Services, LLC 4.81% Reduce -4.0% 55,482 $14.8M
Empirical Finance, LLC 0.93% No change 55,374 $14.8M
Elwood & Goetz Wealth Advisory Group, LLC 4.19% Reduce -6.0% 55,225 $14.8M
Foster Dykema Cabot & Partners, LLC 1.32% Add +6.4% 54,872 $14.7M
Prospera Financial Services Inc 0.41% Add +24.4% 54,894 $14.7M
Cornerstone Management, Inc. 3.23% Reduce -5.2% 54,928 $14.7M
Advisor OS, LLC 1.59% Add +5.5% 54,375 $14.5M
Legacy Financial Strategies, LLC 3.49% Reduce -0.5% 53,596 $14.5M
Seldon Capital LP 8.09% No change 54,098 $14.5M
TCI Wealth Advisors, Inc. 1.36% Add +0.2% 53,722 $14.4M
StoneX Group Inc. 1.15% Add +9.1% 53,453 $14.4M
Provida Pension Fund Administrator 0.36% Reduce -88.7% 53,537 $14.3M
Pine Harbor Wealth Management, LLC 8.42% Add +1.7% 53,515 $14.3M
Hoylecohen, LLC 1.08% Add +1.8% 53,382 $14.3M
Freestone Capital Holdings, LLC 0.51% Add +1.1% 53,362 $14.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Add +13.3% 53,250 $14.2M
Stratos Wealth Advisors, LLC 0.70% Add +32.2% 52,850 $14.1M
GoalVest Advisory LLC 4.50% Reduce -4.5% 52,631 $14.1M
Sard Wealth Management Group, LLC 9.88% Add +11.8% 52,602 $14.1M
GFS Advisors, LLC 2.26% Reduce -86.0% 7,190 $14.0M
Applied Capital LLC 8.05% Add +0.5% 52,452 $14.0M
Mgo One Seven LLC 0.67% Add +10.4% 52,426 $14.0M
Sound View Wealth Advisors Group, LLC 1.44% Add +8.3% 52,208 $14.0M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.77% Add +0.6% 51,859 $13.9M
Associated Banc-Corp 0.43% Reduce -0.4% 51,796 $13.9M
MJP Associates Inc. 2.88% Add +1.6% 51,702 $13.8M
Coston, McIsaac & Partners 4.35% Add +2.2% 51,633 $13.8M
Keeley-Teton Advisors, LLC 1.77% Add +2.0% 51,569 $13.8M
Essential Planning, LLC. 6.07% Reduce -1.9% 51,567 $13.8M
Clark Asset Management, LLC 3.82% Reduce -15.7% 51,481 $13.8M
Goldstone Financial Group, LLC 2.74% Add +0.1% 51,075 $13.7M
NBT Bank, N.A. 0.97% Add +13.6% 48,085 $13.6M
LexAurum Advisors, LLC 3.33% Reduce -3.2% 50,473 $13.5M
Modern Wealth Management, LLC 0.99% Add +8.6% 50,234 $13.4M
Dakota Wealth Management 0.31% Reduce -4.2% 49,439 $13.2M
LJI Wealth Management, LLC 2.92% Add +3.6% 49,354 $13.2M
Conning Inc. 0.49% No change 49,266 $13.2M
Plotkin Financial Advisors, LLC 8.46% Add +7.7% 49,185 $13.2M
Natixis Advisors, LLC 0.03% Add +10.0% 49,010 $13.1M
Headlands Technologies LLC 1.39% Add +631.3% 48,922 $13.1M
New Covenant Trust Company, N.A. 15.02% Reduce -4.8% 48,192 $13.1M
Chevy Chase Trust Holdings, LLC 0.04% Add +9.8% 48,685 $13.0M
AA Financial Advisors, LLC 4.58% Add +12.6% 48,604 $13.0M
Webster Bank, N. A. 1.42% Add +0.2% 48,260 $12.9M
Headinvest, LLC 2.54% Add +3.7% 48,190 $12.9M
Atlantic Private Wealth, LLC 10.48% Reduce -0.9% 48,120 $12.9M
Canopy Partners, LLC 5.94% Reduce -1.9% 47,821 $12.8M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -6.4% 47,583 $12.8M
Integrated Advisors Network LLC 0.66% Add +9.8% 47,711 $12.8M
Sigma Planning Corp 0.40% Reduce -4.1% 47,655 $12.8M
Carr Financial Group Corp 4.05% Add +8.1% 47,586 $12.7M
Rothschild Wealth LLC 4.13% Reduce -0.6% 47,577 $12.7M
W.H. Cornerstone Investments Inc. 8.97% Add +15.5% 47,331 $12.7M
Aspect Partners, LLC 7.50% Add +17.5% 47,048 $12.6M
Callan Family Office, LLC 2.40% Add +142.5% 46,760 $12.5M
Western Wealth Management, LLC 0.91% Add +1.0% 45,930 $12.3M
Lane & Associates LLC 7.24% Add +12.5% 45,912 $12.3M
SageView Advisory Group, LLC 0.76% Add +835.9% 45,868 $12.3M
Johnson Financial Group, Inc. 0.59% Reduce -39.7% 45,571 $12.2M
Asset Management Group, Inc. 1.86% Reduce -1.7% 45,730 $12.2M
Chilton Investment Co. Inc. 0.34% Reduce -0.9% 45,516 $12.2M
Barclays PLC 0.01% Reduce -2.6% 45,470 $12.2M
Gilbert & Cook, Inc. 1.78% Reduce -10.1% 45,463 $12.2M
Harbor Investment Advisory, LLC 1.27% Add +9.7% 45,340 $12.1M
Simplicity Wealth,LLC 0.27% Reduce -1.3% 45,126 $12.1M
SVB Wealth LLC 0.30% Reduce -10.0% 45,086 $12.1M
AE Wealth Management LLC 0.12% Add +25.9% 44,924 $12.0M
Bokf, NA 0.22% Add +1.1% 44,857 $12.0M
Wind River Trust Co 4.86% Reduce -50.2% 44,771 $12.0M
One Capital Management, LLC 0.41% Add +1.3% 44,756 $12.0M
Angeles Wealth Management, LLC 1.12% Reduce -0.1% 44,697 $12.0M
Klingman & Associates, LLC 0.81% Add +3.8% 44,620 $11.9M
Prairie Sky Financial Group LLC 7.39% Reduce -2.0% 44,492 $11.9M
Nia Impact Advisors, LLC 4.27% Add +0.0% 44,429 $11.9M
Leavell Investment Management, Inc. 0.65% Reduce -0.3% 43,804 $11.8M
Prudential Financial Inc. 0.02% Add +6.3% 43,939 $11.8M
Shelter Mutual Insurance Co 3.05% No change 43,850 $11.7M
Perennial Investment Advisors, LLC 1.68% Reduce -1.9% 43,840 $11.7M
Bristlecone Advisors, LLC 0.99% Reduce -0.0% 43,609 $11.7M
HT Partners LLC 4.11% Reduce -0.3% 43,517 $11.6M
Fayez Sarofim & Co 0.03% No change 43,479 $11.6M
Fairview Capital Investment Management, LLC 0.65% Reduce -0.7% 43,244 $11.6M
Northland Capital Management LLC 8.09% Reduce -28.6% 43,221 $11.6M
FFT Wealth Management LLC 1.02% Reduce -4.4% 43,219 $11.6M
Evermay Wealth Management LLC 1.85% Reduce -1.9% 42,945 $11.5M
WealthCollab, LLC 8.24% Add +1.2% 42,886 $11.5M
WASHINGTON TRUST Co 0.42% Add +10.8% 42,764 $11.4M
Badgley Phelps Wealth Managers, LLC 0.28% Add +1.8% 42,484 $11.4M
Traphagen Investment Advisors LLC 1.23% Add +0.6% 42,480 $11.4M
Ironwood Investment Management LLC 6.07% Add +2.2% 42,422 $11.3M
Liberty Wealth Management LLC 2.06% Add +232.3% 145,636 $11.3M
LifeGuide Financial Advisors, LLC 5.45% Add +0.0% 41,971 $11.2M
International Assets Investment Management, LLC 1.06% Add +3.2% 41,917 $11.2M
Great Point Wealth Advisors, LLC 2.55% Reduce -1.6% 41,726 $11.2M
Root Financial Partners, LLC 2.60% Add +35.0% 41,465 $11.1M
Concourse Financial Group Securities, Inc. 0.69% Add +0.7% 41,221 $11.1M
Tudor Investment Corporation 0.12% Add +594.1% 41,215 $11.0M
Culbertson A N & Co. Inc. 1.92% Reduce -0.8% 41,109 $11.0M
Maryland Capital Advisors Inc. 5.91% Reduce -5.0% 41,057 $11.0M
IRON Financial LLC 6.14% Reduce -0.7% 40,910 $10.9M
Philip James Wealth Mangement, LLC 7.28% Add +7.5% 40,868 $10.9M
Burns J W & Co. Inc. 1.47% Add +12.9% 40,756 $10.9M
Olistico Wealth, LLC 6.95% Add +3.5% 40,729 $10.9M
Outlook Wealth Advisors, LLC 3.35% Reduce -6.2% 6,049 $10.7M
Maiden Cove Capital, LLC 23.33% — 41,369 $10.7M
Private Ocean, LLC 0.94% Add +38.8% 39,658 $10.6M
Deroy & Devereaux Private Investment Counsel Inc. 0.65% Add +5.8% 39,394 $10.5M
Sandy Cove Advisors, LLC 4.65% Reduce -4.7% 39,014 $10.4M
GenTrust, LLC 0.56% Add +7.5% 38,518 $10.3M
Steph & Co. 3.52% Reduce -0.1% 38,642 $10.3M
Cresta Advisors, Ltd. 6.11% Reduce -2.2% 38,493 $10.3M
McAdam, LLC 0.62% Add +1.9% 38,317 $10.3M
Cambridge Advisors Inc. 2.38% Reduce -1.4% 38,271 $10.2M
Ti-Trust, Inc. 7.87% Add +0.0% 38,155 $10.2M
Abound Wealth Management 3.75% Reduce -2.1% 38,068 $10.2M
Park National Corp. 0.38% Add +18.9% 38,020 $10.2M
Basso Capital Management, L.P. 9.14% Add +0.0% 37,905 $10.1M
Moloney Securities Asset Management, LLC 1.47% Reduce -11.7% 37,726 $10.1M
Bleakley Financial Group, LLC 0.29% Reduce -3.4% 37,626 $10.1M
Rinkey Investments 3.61% Reduce -2.3% 37,575 $10.1M
Tortoise Investment Management, LLC 1.14% Add +1.0% 37,411 $10.0M
Kingsview Wealth Management, LLC 0.24% Add +1.6% 37,304 $10.0M
Modus Advisors, LLC 3.52% Reduce -1.2% 37,235 $10.0M
Signature Estate & Investment Advisors LLC 0.25% Add +206.8% 37,232 $10.0M
Wedbush Securities Inc. 0.36% Reduce -23.6% 37,228 $10.0M
Monograph Wealth Advisors, LLC 1.45% Reduce -15.6% 36,947 $9.9M
Philadelphia Trust Co. 0.77% Add +5.5% 36,865 $9.9M
Wilson & Boucher Capital Management, LLC 7.56% Add +4.1% 36,860 $9.9M
Cahill Wealth Management, LLC 5.86% Reduce -0.2% 36,714 $9.8M
Sequent Planning LLC 3.35% Add +4.3% 36,526 $9.8M
Fort Pitt Capital Group, LLC 0.30% Add +3.2% 36,498 $9.8M
Clarity Capital Advisors, LLC 7.54% Reduce -1.0% 36,471 $9.8M
Azimuth Capital Investment Management LLC 0.39% Reduce -4.1% 36,121 $9.7M
Raymond James Trust N.A. 0.23% Add +27.8% 36,047 $9.6M
Private Trust Co. NA 1.04% Reduce -7.5% 36,046 $9.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.76% Add +0.4% 35,805 $9.6M
Koshinski Asset Management, Inc. 0.89% Reduce -9.9% 35,234 $9.6M
LM Advisors LLC 1.91% Reduce -10.8% 35,798 $9.6M
Intelligent Financial Strategies 5.89% Add +0.5% 35,660 $9.6M
Franklin Resources Inc. 0.00% Add +5.9% 35,745 $9.6M
Lantz Financial LLC 2.97% Add +0.9% 35,735 $9.6M
Brookstone Capital Management 0.16% Reduce -32.2% 34,582 $9.5M
Mill Creek Capital Advisors, LLC 0.24% Reduce -0.9% 35,543 $9.5M
Versant Capital Management, Inc 2.40% Reduce -1.0% 35,521 $9.5M
Atlas Capital Advisors Inc. 1.23% Reduce -3.5% 35,301 $9.4M
Vernal Point Advisors, LLC 6.70% Reduce -0.0% 35,067 $9.4M
Symphony Financial, Ltd. Co. 1.72% Add +36.5% 35,045 $9.4M
Oppenheimer & Co. Inc. 0.15% Add +1.7% 35,122 $9.4M
CreativeOne Wealth, LLC 0.48% Reduce -14.9% 35,100 $9.4M
GYL Financial Synergies, LLC 0.72% Reduce -4.0% 35,050 $9.4M
Professional Financial Advisors, LLC 2.59% Add +0.5% 35,030 $9.4M
Atlas Brown,Inc. 3.36% Reduce -0.4% 35,019 $9.4M
PGIM Custom Harvest LLC 0.21% Add +13.6% 34,703 $9.3M
Efficient Frontier Advisors LLC 6.54% New 34,689 $9.3M
Bluespring Wealth Management, LLC 1.00% Add +0.3% 34,524 $9.3M
Nations Financial Group Inc, /Ia/ 0.75% Add +9.3% 34,494 $9.2M
Bradley & Co. Private Wealth Management, LLC 6.81% Add +59.3% 34,440 $9.2M
SigFig Wealth Management, LLC 0.34% Reduce -7.3% 38,005 $9.1M
Silver Oak Advisory Group, Inc. 5.05% Reduce -2.1% 34,019 $9.1M
Frazier Financial Advisors, LLC 7.22% Reduce -4.3% 34,006 $9.1M
Hall Laurie J Trustee 3.15% Reduce -0.1% 33,870 $9.1M
Levin Capital Strategies, L.P. 0.96% Add +74.8% 33,811 $9.0M
Onyx Bridge Wealth Group LLC 1.48% Reduce -0.0% 33,657 $9.0M
Quadrant Capital Group LLC 0.67% Reduce -7.7% 33,596 $9.0M
Arkadios Wealth Advisors 0.61% Add +119.6% 33,523 $9.0M
Emprise Bank 5.53% Add +1.8% 33,522 $9.0M
Highland Capital Management, LLC 0.53% Reduce -3.6% 33,515 $9.0M
Sonata Capital Group Inc. 4.60% Add +4.9% 33,489 $9.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.91% Add +23.2% 33,330 $8.9M
Beacon Financial Group 1.01% Add +0.3% 33,255 $8.9M
Axxcess Wealth Management, LLC 0.24% Add +55.5% 33,159 $8.9M
Summit Financial Wealth Advisors, LLC 1.79% Reduce -0.3% 33,087 $8.9M
Glassman Wealth Services 1.63% Reduce -1.8% 33,041 $8.8M
Trust Point Inc. 0.71% Reduce -3.4% 32,963 $8.8M
Partners in Financial Planning 1.92% Add +1.9% 32,954 $8.8M
Capital Square, LLC 5.69% Reduce -1.7% 31,923 $8.7M
IFP Advisors, Inc 0.35% Reduce -0.5% 32,544 $8.7M
Bouchey Financial Group, Ltd. 0.83% Reduce -0.8% 32,521 $8.7M
TD Waterhouse Canada Inc. 0.08% Add +74.2% 32,445 $8.7M
Essex Financial Services, Inc. 0.64% Add +14.4% 33,155 $8.7M
Relyea Zuckerberg Hanson LLC 1.45% Add +16.3% 32,253 $8.6M
Carnegie Investment Counsel 0.27% Reduce -13.5% 32,212 $8.6M
Patriot Financial Group Insurance Agency, LLC 1.27% Add +4.8% 32,178 $8.6M
Boston Mountain Money Management Inc. 5.66% Add +2.0% 32,081 $8.6M
Rappaport Reiches Capital Management, LLC 2.53% Add +140.1% 32,066 $8.6M
American Money Management, LLC 1.83% Add +2.2% 32,044 $8.6M
Valeo Financial Advisors, LLC 0.27% Add +4.6% 31,963 $8.6M
Oarsman Capital, Inc. 1.88% Add +3.1% 31,903 $8.5M
Sapient Capital LLC 0.18% Reduce -0.7% 31,622 $8.5M
Cypress Point Wealth Management, LLC 4.01% Add +30.1% 31,649 $8.5M
Chesley Taft & Associates LLC 0.42% Add +1.5% 31,525 $8.4M
JFS Wealth Advisors, LLC 0.66% Add +0.9% 31,468 $8.4M
Signet Financial Management, LLC 1.14% Reduce -1.4% 31,460 $8.4M
Patton Albertson Miller Group, LLC 1.20% Reduce -1.4% 31,451 $8.4M
Great Lakes Retirement, Inc. 1.15% Reduce -1.8% 31,249 $8.4M
Bradley Foster & Sargent Inc. 0.15% Add +17.3% 31,243 $8.4M
Asset Dedication, LLC 0.58% Add +13.2% 31,097 $8.3M
Blue Bell Private Wealth Management, LLC 1.72% Reduce -0.5% 31,070 $8.3M
Graves Light Lenhart Wealth, Inc. 0.95% Add +0.1% 30,988 $8.3M
1900 Wealth Management LLC 0.78% Reduce -6.6% 31,016 $8.3M
FC Advisory LLC 3.04% Reduce -2.2% 31,014 $8.3M
Focus Financial Network, Inc. 0.35% Reduce -3.8% 30,116 $8.3M
Petix & Botte Co 2.34% Add +82.9% 30,871 $8.3M
NRI Wealth Management LC 6.34% Add +6.6% 30,569 $8.2M
Forbes Financial Planning, Inc. 6.42% Add +2.5% 30,567 $8.2M
Capital Analysts, LLC 0.36% Add +77.5% 30,508 $8.2M
Boston Financial Mangement LLC 0.26% Add +5.6% 30,435 $8.1M
Financial Alternatives, Inc 6.12% Reduce -2.0% 30,431 $8.1M
Carolinas Wealth Consulting LLC 1.57% Reduce -1.8% 30,319 $8.1M
Fisher Asset Management 0.00% Add +75.8% 30,346 $8.1M
Sharper & Granite LLC 3.87% Reduce -4.4% 30,339 $8.1M
WFA of San Diego, LLC 7.27% — 30,254 $8.1M
Regal Investment Advisors LLC 0.53% Add +3.2% 30,176 $8.1M
Aptus Capital Advisors, LLC 0.15% Reduce -38.3% 30,124 $8.1M
Ancora Advisors LLC 0.20% Reduce -5.1% 30,079 $8.0M
SignalPoint Asset Management, LLC 2.15% Reduce -3.2% 30,077 $8.0M
GC Wealth Management RIA, LLC 1.59% Reduce -0.1% 30,068 $8.0M
Harfst & Associates, Inc. 1.86% Reduce -1.6% 29,900 $8.0M
Weaver Consulting Group 2.78% Add +0.6% 29,808 $8.0M
Silver Oak Securities, Incorporated 1.19% Add +10.4% 29,759 $8.0M
Roberts Glore & Co. Inc. 2.39% Add +21.8% 29,665 $7.9M
Farther Finance Advisors, LLC 0.38% Add +181.8% 29,434 $7.9M
Arden Trust Co 1.10% Reduce -0.5% 29,370 $7.9M
Trek Financial, LLC 0.62% Add +2.6% 29,345 $7.9M
Newton One Investments LLC 3.37% No change 29,211 $7.8M
TPG Advisors LLC 6.65% — 29,179 $7.8M
Arizona PSPRS Trust 0.51% — 29,151 $7.8M
WealthPlan Investment Management, LLC 1.18% Add +4.5% 29,090 $7.8M
Stonekeep Investments, LLC 6.30% — 29,035 $7.8M
Arq Wealth Advisors, LLC 3.36% Add +0.9% 29,006 $7.8M
Heritage Investors Management Corp. 0.27% Reduce -0.3% 28,994 $7.8M
One Day In July LLC 0.97% Add +0.7% 28,962 $7.7M
Hall Kathryn A. 1.78% No change 28,861 $7.7M
Sage Rhino Capital LLC 1.84% Add +0.6% 28,820 $7.7M
Highland Financial Advisors, LLC 2.86% Add +11.0% 28,774 $7.7M
Providence First Trust Co 3.47% Reduce -0.7% 28,748 $7.7M
Compass Financial Group, Inc. 3.80% Add +4.6% 28,093 $7.6M
Permanent Capital Management, LP 1.59% — 25,010 $7.6M
Dogwood Wealth Management LLC 4.69% Add +6.4% 28,479 $7.6M
&partners 0.33% Add +818.5% 28,317 $7.6M
Lansing Street Advisors 3.16% Add +1.5% 28,305 $7.6M
Sanders Morris Harris LLC 1.24% Add +10462.2% 28,201 $7.5M
Vannoy Advisory Group, Inc. 5.83% Add +0.1% 28,139 $7.5M
Citizens Financial Group Inc. 0.17% Add +119.2% 28,036 $7.5M
ACT Advisors, LLC. 3.86% Reduce -7.1% 27,700 $7.4M
Trail Ridge Investment Advisors, LLC 3.83% Add +898.9% 27,680 $7.4M
Life Planning Partners, Inc 6.70% Reduce -1.8% 27,583 $7.4M
Phillips Financial Management, LLC 0.61% Reduce -1.5% 27,563 $7.4M
Titleist Asset Management, LLC 1.11% Add +475.3% 27,440 $7.3M
Capital Group Private Client Services, Inc. 0.07% Add +6.6% 27,382 $7.3M
Level Four Advisory Services, LLC 0.33% Reduce -13.5% 27,365 $7.3M
Smallwood Wealth Investment Management, LLC 5.65% Reduce -6.3% 27,341 $7.3M
Gridiron Partners, LLC 4.66% No change 27,335 $7.3M
Trust Co 0.94% Add +0.7% 27,313 $7.3M
Ferguson Wellman Capital Management, Inc. 0.15% Add +4.3% 27,308 $7.3M
Capital Investment Advisory Services, LLC 0.75% Add +3.2% 27,305 $7.3M
Fiduciary Financial Group, LLC 1.75% — 26,033 $7.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -3.6% 26,005 $7.3M
MassMutual Private Wealth & Trust, FSB 0.22% Add +10.1% 27,115 $7.3M
Sovereign Investment Advisors, LLC 2.69% Reduce -0.3% 30,447 $7.2M
Legacy Wealth Management, LLC 0.52% No change 26,995 $7.2M
Debussy Capital Management LP 2.05% Reduce -1.1% 26,971 $7.2M
Ironwood Financial, llc 1.62% Add +7.0% 26,947 $7.2M
Manning & Napier Advisors LLC 0.08% — 26,883 $7.2M
DAVENPORT & Co LLC 0.05% Add +2.6% 26,878 $7.2M
HTLF Bank 0.82% Reduce -21.1% 26,838 $7.2M
Comprehensive Financial Management LLC 0.25% No change 26,600 $7.1M
CVA Family Office, LLC 1.28% Reduce -3.8% 26,573 $7.1M
S.A. Mason LLC 4.04% Add +6.7% 26,547 $7.1M
Transcend Capital Advisors, LLC 0.51% Reduce -0.4% 26,516 $7.1M
CFO4Life Group, LLC 1.33% Add +0.0% 26,469 $7.1M
Belpointe Asset Management LLC 0.49% Reduce -4.7% 26,399 $7.1M
Wealth Management Associates, Inc. 3.31% No change 26,390 $7.1M
Global Trust Asset Management, LLC 2.84% Reduce -0.3% 26,325 $7.0M
Wealth Effects LLC 2.55% Reduce -1.2% 26,308 $7.0M
SteelPeak Wealth, LLC 0.33% Reduce -51.0% 26,193 $7.0M
Mathes Company, Inc. 2.56% No change 26,140 $7.0M
Saxon Interests, Inc. 3.31% Add +0.8% 26,049 $7.0M
Kovack Advisors, Inc. 0.76% Add +4.6% 25,939 $6.9M
Accredited Investors Inc. 0.43% Add +0.3% 25,738 $6.9M
Advisory Alpha, LLC 0.27% Reduce -3.0% 25,630 $6.9M
L & S Advisors Inc 0.88% Reduce -0.7% 25,559 $6.8M
Sand Hill Global Advisors, LLC 0.31% Add +10.6% 25,341 $6.8M
Retirement Planning Group, LLC 0.43% Add +0.2% 25,265 $6.8M
Cyndeo Wealth Partners, LLC 0.53% Add +1.6% 25,231 $6.7M
Waldron Private Wealth LLC 0.30% Add +6.4% 25,135 $6.7M
Evergreen Wealth Management, LLC 4.47% Add +0.0% 25,205 $6.7M
C M Bidwell & Associates Ltd. 4.51% Reduce -1.9% 25,154 $6.7M
Ramiah Investment Group 6.57% Reduce -0.3% 25,149 $6.7M
Integral Investment Advisors, Inc. 2.47% Add +164.9% 24,854 $6.7M
Romano Brothers and Company 0.93% Add +0.6% 24,973 $6.7M
Keyes, Stange & Wooten Wealth Management, LLC 4.65% Reduce -2.4% 24,960 $6.7M
Van Strum & Towne Inc. 2.42% Add +0.0% 24,908 $6.7M
Arrowroot Family Office, LLC 4.26% Add +0.1% 24,861 $6.7M
Fairhaven Wealth Management, LLC 2.18% Add +0.3% 24,633 $6.6M
Glen Eagle Advisors, LLC 1.20% Add +1.8% 24,513 $6.6M
United Services Automobile Association 0.17% Reduce -8.7% 24,457 $6.5M
PFG Investments, LLC 0.47% Reduce -12.9% 24,403 $6.5M
RHS Financial, LLC 3.96% Reduce -0.9% 24,206 $6.5M
Allspring Global Investments Holdings, LLC 0.01% Reduce -24.9% 24,150 $6.5M
Advus Financial Partners, LLC 1.96% Reduce -0.4% 24,014 $6.4M
Pachira Investments Inc. 5.69% Add +6.0% 24,013 $6.4M
Procyon Advisors, LLC 0.47% Reduce -2.2% 23,915 $6.4M
CX Institutional 0.30% No change 23,841 $6.4M
Cutler Investment Counsel LLC 0.87% Add +0.2% 23,718 $6.4M
Strategic Point Investment Advisors, LLC 1.14% Reduce -4.2% 23,779 $6.4M
Stonehage Fleming Financial Services Holdings Ltd 0.17% New 23,765 $6.4M
Forte Capital LLC 0.77% Add +0.8% 23,757 $6.4M
Accel Wealth Management 2.52% Add +5.7% 23,511 $6.3M
Good Life Advisors, LLC 0.52% Add +9.3% 23,455 $6.3M
Girard Partners LTD. 0.59% Reduce -5.0% 23,444 $6.3M
Boston Family Office LLC 0.45% Add +2.5% 23,345 $6.2M
Family Wealth Partners, LLC 3.21% Add +9.4% 23,103 $6.2M
Jacobi Capital Management LLC 0.53% Reduce -76.6% 22,853 $6.1M
Spire Wealth Management 0.21% Reduce -14.6% 22,697 $6.1M
M3 Advisory Group, LLC 4.97% Add +2.5% 22,562 $6.0M
National Bank of Canada 0.01% Reduce -1.3% 22,551 $6.0M
Spinnaker Investment Group, LLC 1.66% Add +1.4% 22,526 $6.0M
Seamount Financial Group Inc. 4.88% Add +0.9% 22,368 $6.0M
Tenret Co LLC 4.11% Add +0.0% 22,188 $5.9M
WoodTrust Financial Corp 0.92% New 22,160 $5.9M
R. W. Roge & Company, Inc. 3.38% Reduce -4.5% 22,097 $5.9M
RVW Wealth, LLC 0.59% Add +3.0% 22,088 $5.9M
Painted Porch Advisors LLC 3.33% Add +0.1% 22,034 $5.9M
Absolute Capital Management, LLC 3.57% Add +2.7% 22,004 $5.9M
Pullen Investment Management, LLC 4.88% Add +3.7% 22,016 $5.9M
Endowment Wealth Management, Inc. 4.28% Add +1.1% 21,964 $5.9M
Stevens Capital Partners 3.03% Reduce -1.1% 21,957 $5.9M
WCG Wealth Advisors LLC 0.43% Add +54.2% 21,790 $5.8M
Midland Wealth Advisors, LLC 0.35% Add +0.3% 21,774 $5.8M
Inscription Capital, LLC 0.94% Add +2.2% 21,702 $5.8M
Essex Private Wealth Management, LLC 14.75% Add +11.4% 21,673 $5.8M
Diversify Advisory Services, LLC 0.32% Reduce -23.1% 21,280 $5.8M
Weitzel Financial Services, Inc. 2.89% Add +8.1% 21,614 $5.8M
Washington Trust Bank 0.57% Reduce -14.8% 21,637 $5.8M
TD Private Client Wealth LLC 0.18% Reduce -4.2% 21,628 $5.8M
Arete Wealth Advisors, LLC 0.47% Add +1.2% 21,517 $5.8M
Human Investing LLC 1.12% Add +1.8% 21,530 $5.8M
Tenon Financial LLC 4.49% Add +104.3% 21,513 $5.8M
Osborne Partners Capital Management, LLC 0.34% Reduce -8.8% 21,429 $5.7M
Custos Family Office, LLC 2.29% Add +2248.8% 21,421 $5.7M
Martin Capital Advisors, LLP 4.29% Add +12.7% 21,392 $5.7M
Wimmer Associates 1, LLC 2.93% No change 21,390 $5.7M
Lokken Investment Group LLC 2.68% Add +7.3% 21,302 $5.7M
Acima Private Wealth, LLC 2.08% Reduce -0.1% 21,194 $5.7M
Greenspring Advisors, LLC 1.36% No change 21,110 $5.6M
Auto-Owners Insurance Co 0.15% No change 21,000 $5.6M
Advocate Group LLC 1.13% Reduce -0.1% 20,955 $5.6M
Sabal Trust CO 0.33% Reduce -4.3% 20,928 $5.6M
Norris Financial Group, LLC 2.90% Add +15.1% 20,850 $5.6M
Gerber Kawasaki Wealth & Investment Management 0.28% Reduce -1.1% 20,828 $5.6M
Beaird Harris Wealth Management, LLC 0.52% Reduce -0.5% 20,808 $5.6M
Pitti Group Wealth Management, LLC 6.04% Add +1.6% 23,403 $5.6M
Synergy Asset Management, LLC 0.87% Add +27.9% 20,678 $5.5M
NWF Advisory Services Inc. 0.88% Add +3.1% 20,671 $5.5M
Schechter Investment Advisors, LLC 0.42% Add +0.2% 20,660 $5.5M
Mayflower Financial Advisors, LLC 0.91% Reduce -0.8% 20,654 $5.5M
Mitchell Sinkler & Starr 1.42% Add +2.3% 20,355 $5.5M
Pitcairn Co. 0.34% Reduce -19.3% 20,527 $5.5M
Kwmg, LLC 0.59% Reduce -0.0% 20,514 $5.5M
Swmg, LLC 2.44% Reduce -0.8% 20,485 $5.5M
Hurlow Wealth Management Group, Inc. 1.87% Reduce -0.2% 20,352 $5.4M
Founders Financial Securities LLC 0.51% Add +0.9% 20,319 $5.4M
Sax Wealth Advisors, LLC 0.52% Add +6.6% 20,262 $5.4M
Cibc World Market Inc. 0.01% Reduce -43.1% 20,239 $5.4M
Copperwynd Financial, LLC 1.76% Add +9.8% 19,807 $5.4M
West Financial Advisors, LLC 1.12% Reduce -2.3% 20,143 $5.4M
Certuity, LLC 0.43% Reduce -0.5% 20,084 $5.4M
Florida Trust Wealth Management Co 0.18% Add +13.8% 20,069 $5.4M
Claro Advisors Inc. 0.84% Reduce -20.9% 20,040 $5.4M
LGL Partners, LLC 0.78% No change 20,029 $5.4M
Avior Wealth Management, LLC 0.23% Reduce -4.3% 19,979 $5.3M
L.M. Kohn & Company 1.44% Add +0.5% 19,930 $5.3M
First Citizens Financial Corp 3.15% Add +16.7% 19,917 $5.3M
Guardian Wealth Advisors, LLC / NC 0.62% Add +0.2% 19,846 $5.3M
Fi3 FINANCIAL ADVISORS, LLC 2.33% Add +2.8% 19,780 $5.3M
PDS Planning, Inc 0.53% Reduce -1.4% 19,776 $5.3M
GTS Securities LLC 0.11% Add +115.9% 19,769 $5.3M
Bogart Wealth, LLC 0.27% Add +21.6% 19,731 $5.3M
Partners Capital Investment Group, LLP 0.09% Reduce -85.8% 19,568 $5.3M
NorthCrest Asset Manangement, LLC 0.17% Add +1.5% 19,685 $5.3M
Buckingham Capital Management, Inc. 0.63% Reduce -1.9% 19,598 $5.2M
Plan Group Financial, LLC 3.20% Reduce -7.3% 19,574 $5.2M
Blume Capital Management, Inc. 1.25% No change 19,274 $5.2M
Priebe Wealth Holdings LLC 4.08% Reduce -1.5% 19,242 $5.1M
West Paces Advisors Inc. 1.33% Add +0.5% 19,135 $5.1M
John W. Brooker & Co., CPAs 2.56% Reduce -0.3% 19,128 $5.1M
Wealth Architects, LLC 0.62% Reduce -4.1% 19,110 $5.1M
Rehmann Capital Advisory Group 0.37% Add +6.6% 19,100 $5.1M
Tarbox Family Office, Inc. 0.90% Reduce -0.0% 19,062 $5.1M
Transform Wealth, LLC 0.38% Reduce -4.0% 18,965 $5.1M
ARK & TLK Investments, LLC 1.89% Add +2.0% 18,921 $5.1M
Legacy Wealth Management, LLC / MS 2.14% Reduce -9.5% 18,918 $5.1M
SilverOak Wealth Management LLC 1.22% Add +0.8% 18,915 $5.1M
Traveka Wealth, LLC 2.47% Reduce -0.5% 18,897 $5.1M
Kennicott Capital Management LLC 2.10% Reduce -0.8% 18,890 $5.1M
BOK Financial Private Wealth, Inc. 0.37% Reduce -1.1% 18,795 $5.0M
Tower Research Capital LLC (TRC) 0.09% Add +10206.0% 18,860 $5.0M
Quarry Hill Advisors, LLC 3.37% Reduce -8.5% 18,843 $5.0M
Next Capital Management LLC 2.13% No change 18,842 $5.0M
Tandem Wealth Advisors LLC 2.69% Add +0.6% 18,743 $5.0M
Evergreen Capital Management LLC 0.18% Reduce -0.1% 18,665 $5.0M
Victory Financial Group, LLC 2.34% Add +2.9% 18,666 $5.0M
Level Financial Advisors 2.16% Add +1.7% 18,609 $5.0M
Durante & Waters, LLC 4.42% Reduce -1.8% 18,566 $5.0M
Naples Global Advisors, LLC 0.50% Add +0.1% 18,498 $5.0M
Squire Investment Management Company, LLC 2.81% Add +5.2% 18,552 $5.0M
BayBridge Capital Group, LLC 3.88% Add +0.5% 18,535 $5.0M
Platt Investment Counsel, LLC 4.75% New 18,445 $4.9M
Parkside Advisors LLC 1.25% Reduce -0.5% 18,291 $4.9M
Wealthstream Advisors, Inc. 1.80% Reduce -0.3% 18,342 $4.9M
McIlrath & Eck, LLC 0.73% Reduce -3.1% 18,339 $4.9M
Intrua Financial, LLC 0.80% Reduce -1.2% 18,278 $4.9M
Rockingstone Advisors LLC 2.51% Add +0.4% 18,267 $4.9M
Evercore Wealth Management, LLC 0.08% Reduce -1.8% 18,207 $4.9M
FAS Wealth Partners, Inc. 0.42% Reduce -2.9% 18,178 $4.9M
Flagship Private Wealth, LLC 2.88% Reduce -3.2% 18,166 $4.9M
Syntegra Private Wealth Group, LLC 0.62% Reduce -0.2% 18,096 $4.8M
Lebenthal Global Advisors, LLC 1.06% Add +2.0% 18,060 $4.8M
Valley Financial Group, Inc. 3.54% Reduce -0.7% 17,989 $4.8M
Stonegate Investment Group, LLC 0.14% Reduce -3.4% 17,946 $4.8M
Strid Group, LLC 0.79% Reduce -11.9% 17,938 $4.8M
Manchester Capital Management LLC 0.58% Add +6.4% 17,932 $4.8M
Howland Capital Management LLC 0.23% Add +6.2% 17,831 $4.8M
Forum Financial Management, LP 0.09% Reduce -6.6% 17,875 $4.8M
Studio Investment Management LLC 1.08% Add +1.0% 17,647 $4.8M
Kaydan Wealth Management, Inc. 1.68% Reduce -1.4% 17,702 $4.7M
First Heartland Consultants, Inc. 0.47% Add +4.7% 17,657 $4.7M
QRG Capital Management, Inc. 0.06% Add +14.2% 17,590 $4.7M
Avestar Capital, LLC 0.52% Add +18.5% 17,497 $4.7M
Wesbanco Bank Inc. 0.17% Reduce -0.2% 17,478 $4.7M
Lakeside Advisors, INC. 3.04% Reduce -12.2% 17,473 $4.7M
Insigneo Advisory Services, LLC 0.53% Add +15.5% 18,302 $4.7M
Stone Summit Wealth LLC 1.67% Add +4.6% 17,416 $4.7M
First National Bank of Omaha 0.31% Add +17.3% 17,402 $4.7M
Riverview Capital Advisers, LLC 1.57% Add +7.9% 17,400 $4.7M
Compound Planning, Inc. 0.34% Add +1.0% 17,391 $4.7M
Resonant Capital Advisors, LLC 0.38% Add +4.7% 17,292 $4.6M
American Financial Advisors, LLC 0.66% Reduce -0.9% 17,318 $4.6M
Orcam Financial Group 4.97% Add +11.6% 17,309 $4.6M
Moody LYNN Lieberson & Walker, LLC 0.30% Add +1.0% 17,305 $4.6M
Moisand Fitzgerald Tamayo, LLC 0.69% Reduce -1.0% 17,272 $4.6M
Ironsides Asset Advisors, LLC 1.53% Add +10.2% 17,225 $4.6M
Gray Wealth Management Inc. 1.99% Add +11.1% 17,225 $4.6M
Yeomans Consulting Group, Inc. 1.77% Add +103.5% 17,082 $4.6M
Guyasuta Investment Advisors Inc. 0.34% Reduce -2.0% 19,258 $4.6M
Snowden Capital Advisors LLC 0.14% Add +4.0% 16,963 $4.6M
Cromwell Holdings LLC 2.70% — 16,825 $4.5M
Rockwood Wealth Management, LLC 0.55% Add +25.0% 16,882 $4.5M
KPP Advisory Services LLC 1.20% Add +2.8% 16,871 $4.5M
Lion Street Advisors, LLC 1.67% Reduce -5.0% 16,847 $4.5M
Meritage Portfolio Management 0.28% Add +1.5% 16,760 $4.5M
Capital Investment Counsel, LLC 0.88% Add +18.6% 16,700 $4.5M
Sage Financial Group Inc. 0.39% Reduce -0.4% 16,623 $4.4M
Wbi Investments, LLC 1.08% Add +0.3% 16,602 $4.4M
Private Capital Management LLC 0.88% Add +1.8% 16,596 $4.4M
Arista Wealth Management, LLC 1.17% Add +51.3% 16,570 $4.4M
TFB Advisors LLC 1.44% Reduce -5.2% 16,559 $4.4M
Kohmann Bosshard Financial Services, LLC 0.59% Reduce -0.8% 16,456 $4.4M
Larson Financial Group LLC 0.30% Add +10.9% 16,322 $4.4M
Coyle Financial Counsel LLC 1.55% No change 16,719 $4.3M
Safeguard Financial, LLC 1.21% Reduce -18.7% 16,235 $4.3M
BluePointe Capital Management, LLC 2.90% No change 16,115 $4.3M
Rf&l Wealth Management, LLC 3.29% Reduce -0.8% 16,143 $4.3M
Keener Financial Planning LLC 2.82% Add +12.1% 16,138 $4.3M
Earned Wealth Advisors, LLC 1.64% Reduce -3.3% 16,135 $4.3M
WealthBridge Capital Management, LLC 1.43% Reduce -1.0% 16,121 $4.3M
Janiczek Wealth Management, LLC 0.90% No change 16,106 $4.3M
BancFirst Trust & Investment Management 2.03% Reduce -1.6% 15,998 $4.3M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.48% Reduce -22.6% 16,083 $4.3M
Lam Group, Inc. 3.63% No change 16,082 $4.3M
Kathmere Capital Management, LLC 0.46% Add +17.6% 16,065 $4.3M
Whittier Trust Co. 0.06% Add +62.1% 16,062 $4.3M
Sheaff Brock Investment Advisors, LLC 0.40% Add +3.3% 16,000 $4.3M
United Bank 0.53% No change 16,000 $4.3M
Pps&v Asset Management Consultants, Inc. 3.06% Add +1.5% 15,996 $4.3M
Lumbard & Kellner, LLC 2.02% Reduce -1.3% 15,965 $4.3M
Plante Moran Financial Advisors, LLC 0.42% Add +1.7% 15,886 $4.2M
Drive Wealth Management, LLC 1.14% Reduce -42.0% 15,777 $4.2M
McLean Asset Management Corp 1.37% Add +0.2% 15,364 $4.2M
Greenhouse Wealth Management, LLC 3.08% Reduce -0.2% 15,788 $4.2M
Ausdal Financial Partners, Inc. 0.45% Reduce -8.4% 15,742 $4.2M
Black Diamond Financial, LLC 0.81% Add +12.4% 15,699 $4.2M
Harrell Investment Partners, LLC 1.22% Reduce -14.4% 15,699 $4.2M
D.B. Root & Company, LLC 1.43% Reduce -10.2% 15,688 $4.2M
DBK Financial Counsel, LLC 4.57% Reduce -10.9% 15,681 $4.2M
Shufro Rose & Co. LLC 0.34% Add +26.6% 15,641 $4.2M
Montis Financial, LLC 1.91% Reduce -33.9% 15,582 $4.2M
Palisade Asset Management, LLC 0.43% Add +14.0% 15,580 $4.2M
Private Wealth Partners, LLC 0.31% Reduce -5.4% 15,561 $4.2M
Arbor Wealth Advisors LLC 4.10% Add +0.5% 15,536 $4.2M
Legacy Financial Advisors, Inc. 0.74% Add +7.8% 15,459 $4.1M
Cannell & Spears LLC 0.09% Add +0.6% 15,434 $4.1M
Perennial Advisors, LLC 0.93% Add +1.9% 15,431 $4.1M
JPL Wealth Management, LLC 2.01% Add +113.6% 15,374 $4.1M
HM Payson & Co. 0.07% Reduce -0.3% 15,358 $4.1M
Qube Research & Technologies Ltd 0.01% Add +138.0% 15,330 $4.1M
Bluestem Financial Advisors, LLC 2.07% Reduce -6.4% 15,324 $4.1M
Smart Money Group LLC 1.46% Add +0.9% 15,013 $4.1M
Fingerlakes Wealth Management, Inc. 3.65% Reduce -1.0% 15,204 $4.1M
James J. Burns & Company, LLC 0.80% Add +51.8% 15,143 $4.1M
Synovus Financial Corp. 0.05% Reduce -5.0% 15,147 $4.1M
Lazari Capital Management, Inc. 1.83% Add +659.1% 15,137 $4.0M
Csenge Advisory Group 0.23% Add +2.9% 15,117 $4.0M
Boston Trust Walden Corp 0.03% No change 15,113 $4.0M
Flagstar Securities, Inc. 1.10% Add +0.1% 14,970 $4.0M
Gries Financial LLC 0.82% Reduce -0.4% 14,957 $4.0M
Shakespeare Wealth Management, LLC 1.15% Add +12.7% 14,881 $4.0M
Values Added Financial LLC 2.87% Reduce -1.7% 14,874 $4.0M
Silvercrest Asset Management Group LLC 0.03% Reduce -13.0% 14,805 $4.0M
Hoese & Co LLP 3.45% Reduce -5.4% 15,183 $4.0M
Capital Advisors Wealth Management, LLC 0.78% Add +6.9% 14,775 $4.0M
Kingswood Wealth Advisors, LLC 0.36% Add +19.1% 14,764 $3.9M
Ledyard National Bank 0.38% Reduce -5.2% 14,762 $3.9M
Meridian Wealth Partners, LLC 0.70% Reduce -8.2% 14,757 $3.9M
Gerber, LLC 3.10% Reduce -0.8% 14,746 $3.9M
Kathleen S. Wright Associates Inc. 1.81% Add +51.3% 14,665 $3.9M
Trademark Financial Management, LLC 3.20% Reduce -0.2% 14,687 $3.9M
Cynosure Group, LLC 0.63% Add +2.8% 14,671 $3.9M
BNC Wealth Management, LLC 1.46% Add +3.9% 14,649 $3.9M
Nvwm, LLC 1.04% Reduce -0.4% 14,550 $3.9M
Encompass More Asset Management 2.77% Add +13.2% 14,504 $3.9M
Iron Gate Global Advisors LLC 0.65% Reduce -0.1% 14,481 $3.9M
Councilmark Asset Management, LLC 2.74% No change 14,480 $3.9M
Capital Investment Advisors, LLC 0.09% Add +0.9% 14,444 $3.9M
Prepared Retirement Institute LLC 2.56% Add +1182.0% 14,410 $3.9M
Successful Portfolios LLC 2.68% Add +5.9% 14,343 $3.8M
Legal Advantage Investments, Inc. 2.21% No change 14,322 $3.8M
Columbus Macro, LLC 1.48% Add +0.3% 14,042 $3.8M
Rothschild Investment LLC 0.27% Reduce -0.9% 14,274 $3.8M
Summit Global Investments 0.27% Reduce -4.0% 14,274 $3.8M
Pinnacle Financial Group, LLC / IL 1.63% Add +0.3% 14,227 $3.8M
Realta Investment Advisors 0.75% Add +0.0% 14,249 $3.8M
Narus Financial Partners, LLC 1.53% Reduce -2.3% 14,162 $3.8M
Estate Counselors, LLC 0.41% Reduce -0.6% 14,199 $3.8M
Smith Salley Wealth Management 0.27% No change 14,141 $3.8M
Gateway Wealth Partners, LLC 1.14% Reduce -20.4% 14,126 $3.8M
Members Wealth LLC 2.53% — 12,359 $3.8M
TruNorth Capital Management, LLC 1.22% Add +543.8% 14,111 $3.8M
ProVise Management Group, LLC 0.32% Reduce -0.5% 14,093 $3.8M
Charter Oak Capital Management, LLC 0.39% Reduce -3.5% 14,085 $3.8M
Kendall Capital Management 1.26% Reduce -0.3% 14,079 $3.8M
Vicus Capital 0.34% Reduce -1.0% 14,058 $3.8M
NavPoint Financial, Inc. 3.25% No change 13,996 $3.7M
SeaCrest Wealth Management, LLC 0.43% Reduce -0.9% 13,993 $3.7M
Soltis Investment Advisors LLC 0.40% Add +9.7% 13,989 $3.7M
Colonial River Investments, LLC 2.01% Add +0.3% 13,977 $3.7M
Von Berge Wealth Management Group, LLC 2.37% Add +0.4% 13,921 $3.7M
Bryn Mawr Trust Advisors, LLC 0.21% Add +0.8% 13,919 $3.7M
Foresight Capital Management Advisors, Inc. 2.52% Add +0.8% 13,895 $3.7M
Strategies Wealth Advisors, LLC 0.54% Add +4.1% 13,875 $3.7M
Bear Mountain Capital, Inc. 1.51% No change 13,452 $3.7M
Anchor Investment Management, LLC 0.38% Add +12.5% 13,851 $3.7M
Sentry LLC 0.68% Reduce -0.3% 13,802 $3.7M
Hanson & Doremus Investment Management 0.62% Reduce -5.5% 13,767 $3.7M
Letson Investment Management, Inc. 1.63% No change 13,757 $3.7M
PAX Financial Group, LLC 0.72% Reduce -11.4% 13,751 $3.7M
Waterloo Capital, L.P. 0.44% Reduce -2.2% 13,744 $3.7M
Lantern Wealth Advisors, LLC 2.65% Add +8.3% 13,662 $3.7M
Pegasus Asset Management, Inc. 1.13% Reduce -1.5% 13,614 $3.6M
XML Financial, LLC 0.37% Add +12.1% 13,603 $3.6M
Capasso Planning Partners LLC 1.18% Add +12.4% 13,586 $3.6M
Cherry Tree Wealth Management, LLC 0.91% Reduce -1.0% 13,556 $3.6M
Schroder Investment Management Group 0.00% Reduce -75.4% 13,553 $3.6M
Krilogy Financial LLC 0.27% Reduce -0.3% 13,545 $3.6M
BSW Wealth Partners 0.59% Add +10.2% 13,536 $3.6M
Trust Co. of Vermont 0.20% Reduce -5.8% 13,533 $3.6M
O'ROURKE & COMPANY, Inc 2.03% Add +5.5% 13,495 $3.6M
626 Financial, LLC 2.09% No change 13,485 $3.6M
Carl P. Sherr & Co., LLC 2.01% Reduce -0.6% 13,477 $3.6M
City Holding Co. 0.53% Add +1.0% 13,458 $3.6M
Long Run Wealth Advisors, LLC 0.91% Add +233.6% 13,443 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.82% Add +1.3% 13,436 $3.6M
Strategic Financial Planning, Inc. 2.59% Reduce -1.1% 13,431 $3.6M
Washington Trust Advisors, Inc. 0.33% Reduce -4.3% 13,414 $3.6M
American Institute for Advanced Investment Management, LLP 2.75% Add +0.1% 13,410 $3.6M
Crestwood Advisors Group, LLC 0.07% No change 13,362 $3.6M
Fiduciary Group, LLC 0.39% Add +0.7% 13,362 $3.6M
Embree Financial Group 0.69% Add +0.4% 13,347 $3.6M
Capital Insight Partners, LLC 0.67% Reduce -3.2% 13,342 $3.6M
Chicago Capital, LLC 0.11% Add +37.0% 13,303 $3.6M
Gallacher Capital Management LLC 1.87% Add +0.2% 13,283 $3.6M
Planning Capital Management Corp 2.50% Reduce -10.2% 13,239 $3.5M
Coordinated Financial Services, Inc. 3.06% Reduce -7.7% 13,167 $3.5M
Old National Bancorp 0.08% Add +3.1% 13,049 $3.5M
Nikulski Financial, Inc. 1.11% Reduce -1.1% 13,028 $3.5M
Gentry Private Wealth, LLC 3.06% — 13,011 $3.5M
Mattern Wealth Management LLC 0.83% No change 12,973 $3.5M
Fort Henry Capital, LLC 2.48% Add +8.9% 12,904 $3.5M
Hill Investment Group Partners, LLC 0.46% Reduce -0.6% 12,590 $3.4M
Ashton Thomas Private Wealth, LLC 0.19% Reduce -1.6% 12,851 $3.4M
Pinion Investment Advisors, LLC 1.70% Reduce -3.3% 12,794 $3.4M
Twin Lakes Capital Management, LLC 2.33% No change 12,775 $3.4M
Hudson Value Partners, LLC 1.44% Reduce -10.1% 12,765 $3.4M
Exchange Bank 2.90% Add +6.6% 12,749 $3.4M
Quadcap Wealth Management, LLC 0.62% Reduce -0.1% 12,729 $3.4M
Lakewood Asset Management LLC 2.37% Add +0.6% 12,729 $3.4M
Index Fund Advisors, Inc. 0.19% Reduce -19.3% 12,724 $3.4M
Biltmore Family Office, LLC 0.62% No change 12,626 $3.4M
Clear Creek Financial Management, LLC 0.41% Reduce -2.1% 12,584 $3.4M
Barton Investment Management 0.45% Reduce -0.9% 12,576 $3.4M
Marotta Asset Management 0.70% Reduce -31.3% 12,544 $3.4M
CCG Wealth Management, LLC 1.89% Reduce -4.6% 12,519 $3.3M
Jordan Park Group LLC 0.26% Reduce -3.7% 12,519 $3.3M
Blue Edge Capital, LLC 0.55% Add +0.3% 12,516 $3.3M
Edgestream Partners, L.P. 0.16% Add +19.7% 12,500 $3.3M
Verity Asset Management, Inc. 1.31% Add +98.0% 12,482 $3.3M
Mad River Investors 2.24% No change 12,482 $3.3M
YHB Investment Advisors, Inc. 0.29% Add +1.3% 12,449 $3.3M
Fulton Bank, N.A. 0.13% Add +0.8% 12,428 $3.3M
Strategic Blueprint, LLC 0.23% Reduce -3.1% 12,411 $3.3M
First National Bank of Mount Dora, Trust Investment Services 0.80% No change 12,391 $3.3M
Boston Research & Management Inc. 0.84% No change 12,380 $3.3M
LaSalle St. Investment Advisors, LLC 1.65% Reduce -6.8% 12,366 $3.3M
True Wealth Design, LLC 0.82% Reduce -4.1% 12,362 $3.3M
Bright Financial Advisors, Inc. 2.33% No change 12,331 $3.3M
Treasure Coast Financial Planning 2.17% Reduce -0.3% 12,325 $3.3M
Caldwell Trust Co 0.36% Reduce -1.8% 12,252 $3.3M
CWS Financial Advisors, LLC 1.29% Add +1.3% 12,247 $3.3M
Adero Partners, LLC 0.24% Add +44.5% 12,212 $3.3M
CFS Investment Advisory Services, LLC 0.26% New 12,196 $3.3M
Blue Trust, Inc. 0.04% No change 12,507 $3.3M
Merriman Wealth Management, LLC 0.14% Add +2.9% 12,093 $3.2M
World Investment Advisors 0.20% Add +283.7% 12,109 $3.2M
Tradewinds, LLC. 0.99% New 12,099 $3.2M
CMG Global Holdings, LLC 2.14% Reduce -0.2% 12,092 $3.2M
Miller Investment Management, LP 0.39% Add +0.6% 12,072 $3.2M
First National Advisers, LLC 0.59% Add +130.7% 12,052 $3.2M
Treynor Bancshares, Inc. 3.34% Reduce -19.8% 11,930 $3.2M
Gladstone Institutional Advisory LLC 0.17% Add +7.3% 11,929 $3.2M
Empowered Funds, LLC 0.06% Reduce -95.3% 11,921 $3.2M
Five Oceans Advisors 1.67% Reduce -3.0% 11,879 $3.2M
AllGen Financial Advisors, Inc. 1.20% New 11,847 $3.2M
Brown Miller Wealth Management, LLC 1.31% Reduce -1.5% 11,832 $3.2M
Mosley Wealth Management 2.69% Add +8.4% 11,815 $3.2M
MCF Advisors LLC 0.24% No change 11,720 $3.1M
Bare Financial Services, Inc 1.65% Reduce -3.7% 11,504 $3.1M
Dunhill Financial, LLC 1.95% No change 11,712 $3.1M
Waypoint Capital Advisors, LLC 0.78% Reduce -4.5% 11,672 $3.1M
American Trust 0.25% Reduce -6.6% 11,618 $3.1M
Outfitters Financial LLC 2.57% Reduce -0.2% 11,533 $3.1M
Madrona Financial Services, LLC 0.95% Add +5.2% 11,529 $3.1M
Davis Capital Management 2.68% Add +9.0% 11,497 $3.1M
Madden Advisory Services, Inc. 1.56% Reduce -0.7% 11,488 $3.1M
Fort Point Capital Partners LLC 0.39% Reduce -5.4% 11,446 $3.1M
First Citizens Bank & Trust Co. 0.06% Reduce -1.1% 11,437 $3.1M
Bedel Financial Consulting, Inc. 0.45% Add +0.7% 11,424 $3.1M
Keel Point, LLC 0.27% Reduce -8.0% 11,366 $3.0M
Sunpointe, LLC 1.97% Add +18.7% 11,306 $3.0M
Sandy Spring Bank 0.13% Add +1.0% 11,312 $3.0M
Strategic Financial Partners, Ltd. 1.67% Add +0.3% 11,311 $3.0M
WPWealth LLP 0.73% No change 11,264 $3.0M
Professional Advisory Services Inc. 0.38% No change 11,260 $3.0M
Cadence Bank 0.23% No change 11,259 $3.0M
Mayfair Advisory Group, LLC 2.04% Add +0.6% 10,925 $3.0M
Winch Advisory Services, LLC 0.86% Add +4.1% 11,200 $3.0M
ALM First Financial Advisors, LLC 0.86% No change 14,000 $3.0M
CIBC Asset Management Inc 0.01% Add +9.5% 11,382 $3.0M
Faithward Advisors, LLC 0.54% New 11,102 $3.0M
KOM Wealth Management Group, LLC 2.77% Reduce -23.1% 11,066 $3.0M
EFG Asset Management (Americas) Corp. 0.58% New 11,014 $2.9M
Neuberger Berman Group LLC 0.00% Reduce -1.2% 11,012 $2.9M
Red Door Wealth Management, LLC 0.52% Add +2.5% 11,010 $2.9M
Westmount Partners, LLC 0.97% Add +3.0% 10,949 $2.9M
Gratus Capital, LLC 0.12% Reduce -20.3% 10,967 $2.9M
Tyche Wealth Partners LLC 0.71% Add +0.2% 10,961 $2.9M
Crewe Advisors LLC 0.33% Add +1.5% 10,933 $2.9M
Kiley Juergens Wealth Management, LLC 0.81% New 10,851 $2.9M
Avantax Planning Partners, Inc. 0.09% Reduce -9.4% 10,833 $2.9M
RFP Financial Group LLC 1.07% Reduce -0.0% 10,826 $2.9M
Cullen/Frost Bankers, Inc. 0.04% Add +140.6% 10,819 $2.9M
Park Place Capital Corp 0.92% No change 10,815 $2.9M
BLB&B Advisors, LLC 0.16% Reduce -2.4% 10,788 $2.9M
Novak & Powell Financial Services, Inc. 1.79% Reduce -1.1% 10,787 $2.9M
Quadrature Capital Ltd 0.05% Add +452.3% 10,776 $2.9M
Lodestone Wealth Management LLC 1.52% Reduce -0.3% 10,779 $2.9M
Mainsail Asset Management, LLC 2.28% Reduce -0.1% 10,746 $2.9M
180 Wealth Advisors, LLC 0.47% Reduce -1.1% 10,496 $2.9M
Ashton Thomas Securities, LLC 0.69% — 10,549 $2.9M
Beam Wealth Advisors, Inc. 0.96% Reduce -0.7% 10,743 $2.9M
Alpha Cubed Investments, LLC 0.14% Add +1.7% 10,726 $2.9M
SOL Capital Management CO 0.34% Reduce -10.6% 10,703 $2.9M
Quantum Financial Advisors, LLC 0.50% Reduce -0.1% 10,691 $2.9M
FLC Capital Advisors 0.70% Reduce -0.9% 10,683 $2.9M
Fulton Breakefield Broenniman LLC 0.21% Add +27.8% 10,675 $2.9M
Howard Financial Services, LTD. 0.47% No change 10,653 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.63% Reduce -1.1% 10,631 $2.8M
West Coast Financial LLC 0.34% Reduce -1.4% 10,624 $2.8M
Acorn Wealth Advisors, LLC 1.40% Add +0.8% 10,599 $2.8M
Householder Group Estate & Retirement Specialist, LLC 0.80% Reduce -6.8% 10,601 $2.8M
True Vision MN LLC 1.82% Reduce -43.5% 10,451 $2.8M
JFG Wealth Management, LLC 0.80% Reduce -13.9% 10,484 $2.8M
White Lighthouse Investment Management Inc. 0.54% Add +3.9% 10,481 $2.8M
Christensen, King & Associates Investment Services, Inc. 1.38% Add +0.3% 10,476 $2.8M
JNBA Financial Advisors 0.30% Reduce -0.2% 10,475 $2.8M
Smartleaf Asset Management LLC 0.46% Add +10.0% 10,379 $2.8M
Renasant Bank 1.91% Reduce -36.1% 10,349 $2.8M
Guidance Capital, Inc. 0.91% Add +28.0% 10,147 $2.8M
Hohimer Wealth Management, LLC 0.64% Reduce -59.7% 10,325 $2.8M
Marex Group Ltd 0.07% New 10,318 $2.8M
IMS Capital Management 1.28% Add +49.9% 10,013 $2.8M
Seed Wealth Management, Inc. 2.40% Reduce -1.0% 10,285 $2.8M
Advisors Capital Management, LLC 0.05% Reduce -1.3% 10,274 $2.7M
Alpha Omega Wealth Management LLC 0.52% Reduce -3.5% 10,261 $2.7M
Security National Bank 0.40% No change 10,259 $2.7M
Leo Wealth, LLC 0.28% Add +3.9% 10,252 $2.7M
First Foundation Advisors 0.10% Reduce -4.0% 10,234 $2.7M
SC&H Financial Advisors, Inc. 0.67% Add +2.8% 10,227 $2.7M
Tyler-Stone Wealth Management 1.13% Add +14.2% 10,220 $2.7M
Diversified, LLC 0.32% Add +560.5% 10,211 $2.7M
Hardin Capital Partners, LLC 1.78% — 10,193 $2.7M
BOS Asset Management, LLC 1.26% Reduce -4.8% 10,160 $2.7M
OMNI 360 Wealth, Inc. 2.06% Reduce -0.1% 10,151 $2.7M
Arcus Capital Partners, LLC 1.04% No change 10,136 $2.7M
Berkeley Capital Partners, LLC 0.82% Reduce -2.8% 10,127 $2.7M
Traynor Capital Management, Inc. 0.23% Add +28.4% 10,123 $2.7M
Exchange Capital Management, Inc. 0.44% Add +1.6% 10,108 $2.7M
Fee-Only Financial Planning, L.C. 1.82% Add +1.3% 10,082 $2.7M
Willis Johnson & Associates, Inc. 0.22% Add +5.8% 10,068 $2.7M
Lee Financial Co 0.44% Add +10.6% 10,024 $2.7M
Continental Investors Services, Inc. 5.97% Reduce -4.0% 10,032 $2.7M
Tritonpoint Wealth, LLC 0.26% Reduce -44.5% 9,977 $2.7M
Icon Wealth Advisors, LLC 0.24% Add +39.2% 9,802 $2.7M
Roof Eidam Maycock Peralta, LLC 0.72% No change 9,986 $2.7M
Redhawk Wealth Advisors, Inc. 0.41% Add +325.7% 9,982 $2.7M
Gradient Investments LLC 0.06% Add +2.1% 9,957 $2.7M
Selective Wealth Management, Inc. 1.17% Reduce -0.6% 9,760 $2.7M
Eagle Rock Investment Company, LLC 0.48% Add +0.4% 9,916 $2.7M
Voya Financial Advisors, Inc. 0.30% Reduce -0.2% 9,841 $2.7M
Arbor Investment Advisors, LLC 0.39% No change 9,904 $2.6M
Magnolia Capital Advisors LLC 1.47% New 9,838 $2.6M
Moors & Cabot, Inc. 0.14% Add +7.0% 9,821 $2.6M
PBMares Wealth Management LLC 0.64% Reduce -18.5% 9,815 $2.6M
Piedmont Capital Management, LLC 1.78% No change 10,175 $2.6M
National Wealth Management Group, LLC 2.00% Reduce -8.0% 9,806 $2.6M
Johnson Bixby & Associates, LLC 0.44% Add +0.4% 9,786 $2.6M
Pinnacle Bancorp, Inc. 0.77% Add +1.7% 9,769 $2.6M
Francis Financial, Inc. 0.79% Reduce -4.5% 9,745 $2.6M
B.O.S.S. Retirement Advisors, LLC 0.67% New 9,740 $2.6M
Creekside Partners 1.44% — 9,734 $2.6M
Heritage Financial Services, LLC 0.37% Add +4.3% 9,682 $2.6M
Royal Fund Management, LLC 0.35% Reduce -85.0% 9,622 $2.6M
HBW Advisory Services LLC 0.43% Add +79.0% 9,659 $2.6M
One Charles Private Wealth Services, LLC 1.07% Reduce -0.4% 9,649 $2.6M
Financial Strategies Group, Inc. 0.65% Add +11.3% 9,461 $2.6M
Bridgewealth Advisory Group, LLC 1.14% Add +2.4% 9,615 $2.6M
Farmers & Merchants Investments Inc. 0.09% Add +72.4% 9,581 $2.6M
Archer Investment Corp 0.75% Reduce -0.8% 9,517 $2.5M
Beaumont Financial Advisors, LLC 0.20% Reduce -4.4% 9,462 $2.5M
First Manhattan Co. Llc. 0.01% Reduce -4.1% 9,417 $2.5M
Collaborative Wealth Managment Inc. 1.23% Reduce -1.5% 9,433 $2.5M
TriaGen Wealth Management LLC 0.97% Add +0.3% 9,430 $2.5M
HBC Financial Services, PLLC 1.60% No change 9,339 $2.5M
S&T Bank 0.64% No change 9,397 $2.5M
Moneco Advisors, LLC 0.37% Add +16.0% 9,396 $2.5M
Fairman Group, LLC 2.55% Add +0.0% 9,356 $2.5M
Anderson Hoagland & Co. 0.26% Reduce -0.5% 9,215 $2.5M
Hills Bank & Trust Co 0.20% Add +4.1% 9,342 $2.5M
Clifford Swan Investment Counsel LLC 0.09% Reduce -3.6% 9,335 $2.5M
Sonora Investment Management Group, LLC 0.20% No change 9,604 $2.5M
Total Clarity Wealth Management, Inc. 0.86% Add +6.2% 9,288 $2.5M
Fortress Wealth Management, Inc. 1.27% Add +3.8% 9,276 $2.5M
Waypoint Wealth Partners Inc. 0.72% Add +1.6% 9,255 $2.5M
Sound Stewardship, LLC 1.50% Reduce -0.9% 9,235 $2.5M
Abbrea Capital, LLC 0.33% Reduce -1.1% 9,166 $2.5M
Susquehanna International Group, LLP 0.00% Reduce -65.3% 9,180 $2.5M
Cantor Fitzgerald Investment Advisors L.P. 0.19% Reduce -7.5% 9,153 $2.4M
Carmichael Hill & Associates, Inc. 0.99% Add +2.5% 9,089 $2.4M
Councilor Wealth, LLC 1.25% Reduce -1.5% 9,072 $2.4M
Kingfisher Capital LLC 0.57% No change 9,054 $2.4M
Nabity-Jensen Investment Management Inc 1.98% Reduce -11.2% 9,038 $2.4M
Catalyst Financial Partners LLC 0.53% Add +346.9% 9,028 $2.4M
Main Street Group, LTD 1.13% Reduce -0.5% 8,986 $2.4M
Investment Advisory Services Inc. /TX 0.88% Reduce -0.5% 8,960 $2.4M
Eldridge Investment Advisors, Inc. 0.60% Reduce -0.4% 8,954 $2.4M
Plum Street Advisors, LLC 1.40% No change 8,946 $2.4M
Belmont Capital, LLC 0.45% Add +16.6% 8,941 $2.4M
Oak Hill Wealth Advisors, LLC 0.72% — 8,931 $2.4M
Bison Wealth, LLC 0.39% No change 9,154 $2.4M
Hendershot Investments Inc. 0.34% Add +0.2% 8,883 $2.4M
Financial Insights, Inc. 0.66% Reduce -6.1% 8,869 $2.4M
Bell Bank 0.20% Reduce -14.5% 8,865 $2.4M
Tacita Capital Inc 1.67% Reduce -28.6% 8,842 $2.4M
Elevation Wealth Partners, LLC 1.12% Reduce -3.2% 8,833 $2.4M
LongView Wealth Management 0.87% Add +0.3% 8,823 $2.4M
Burns Matteson Capital Management, LLC 1.48% Reduce -0.1% 8,802 $2.4M
Wintrust Investments LLC 0.19% No change 8,717 $2.3M
Kavar Capital Partners Group, LLC 0.42% Add +21.3% 8,710 $2.3M
J. L. Bainbridge & Co., Inc. 0.23% No change 8,707 $2.3M
Sfm, LLC 1.75% Reduce -2.6% 8,704 $2.3M
FF Advisors,LLC 1.63% Reduce -21.8% 8,666 $2.3M
Cahill Financial Advisors Inc. 0.32% Add +0.7% 8,665 $2.3M
Tempus Wealth Planning, LLC 0.97% Reduce -2.9% 8,664 $2.3M
Sivia Capital Partners, LLC 1.54% No change 8,620 $2.3M
Cook Wealth, LLC 1.25% Add +3.7% 8,646 $2.3M
Cascade Investment Advisors, Inc. 1.55% Add +2.5% 8,613 $2.3M
Secured Retirement Advisors, LLC 1.78% Add +1.8% 8,538 $2.3M
LPWM LLC 0.79% Add +7.7% 8,377 $2.3M
Waterway Wealth Management, LLC 1.12% Reduce -11.5% 8,526 $2.3M
Empire Financial Management Company, LLC 0.75% Reduce -5.5% 8,512 $2.3M
American Investment Services, Inc. 0.40% Reduce -0.7% 8,505 $2.3M
PCA Investment Advisory Services Inc. 1.19% Add +0.1% 8,475 $2.3M
Marino, Stram & Associates LLC 0.55% Add +6.8% 8,474 $2.3M
Werba Rubin Papier Wealth Management 0.63% Reduce -14.8% 8,470 $2.3M
Integrated Capital Management, Inc. 1.81% Reduce -1.3% 8,461 $2.3M
SWP Financial LLC 1.49% Reduce -59.2% 8,434 $2.3M
Investment Advisory Group, LLC 0.87% Add +3.8% 8,411 $2.3M
Strategic Financial Services, Inc. 0.14% Add +5.8% 8,363 $2.2M
Northeast Financial Group, Inc. 0.95% Add +42.5% 8,309 $2.2M
High Net Worth Advisory Group LLC 0.67% Add +12.8% 8,300 $2.2M
Certified Advisory Corp 0.28% Add +1.9% 8,295 $2.2M
Hobbs Group Advisors, LLC 0.84% — 8,255 $2.2M
Sprinkle Financial Consultants LLC 1.73% Reduce -0.4% 8,221 $2.2M
Marquette Associates, Inc. 1.65% Reduce -29.6% 10,609 $2.2M
Jackson, Grant Investment Advisers, Inc. 0.88% Add +2.1% 8,122 $2.2M
Greenfield Savings Bank 1.12% Add +0.1% 8,114 $2.2M
Talisman Wealth Advisors LLC 2.50% No change 8,098 $2.2M
Montag A & Associates Inc. 0.11% Add +14.6% 8,056 $2.2M
HFG Advisors, Inc. 2.02% Reduce -2.7% 8,082 $2.2M
Relative Value Partners Group, LLC 0.28% Reduce -97.4% 8,076 $2.2M
Lake Street Private Wealth, LLC 0.28% Add +3.6% 8,076 $2.2M
Dash Acquisitions Inc. 0.59% Add +0.2% 7,849 $2.2M
Mosaic Financial Group, LLC 1.55% Reduce -0.5% 8,071 $2.2M
Aquire Wealth Advisors, LLC 0.72% Reduce -0.7% 8,030 $2.1M
Pacifica Partners Inc. 0.92% Reduce -1.1% 7,920 $2.1M
Visionary Wealth Advisors 0.14% Add +12.9% 8,014 $2.1M
Capital Advisors Inc. 0.04% Reduce -5.3% 8,007 $2.1M
SkyOak Wealth, LLC 0.50% Add +1.2% 7,997 $2.1M
Moseley Investment Management Inc. 0.99% Add +15.5% 7,993 $2.1M
Howard Wealth Management, LLC 1.68% Add +1.1% 7,984 $2.1M
Simmons Bank 0.16% Reduce -0.3% 7,981 $2.1M
Canvas Wealth Advisors, LLC 0.66% Reduce -6.3% 7,917 $2.1M
Money Concepts Capital Corp. 0.18% Add +6.1% 7,915 $2.1M
Tompkins Financial Corp. 0.22% Add +52.3% 7,897 $2.1M
Sugarloaf Wealth Management, LLC 0.38% Add +1.5% 7,887 $2.1M
Integrity Wealth Solutions LLC 1.37% Add +1.1% 7,849 $2.1M
SouthState Bank Corp 0.15% Reduce -12.9% 7,873 $2.1M
Oxbow Advisors, LLC 0.25% Reduce -0.1% 7,860 $2.1M
Neumann Capital Management, LLC 0.72% Reduce -11.5% 7,843 $2.1M
Advisors Management Group Inc. 0.52% Add +0.1% 7,826 $2.1M
S.E.E.D. Planning Group LLC 0.76% No change 7,788 $2.1M
Manhattan West Asset Management, LLC 0.56% Reduce -1.4% 7,758 $2.1M
Wiser Wealth Management, Inc 0.64% Add +43.5% 7,743 $2.1M
Stratos Investment Management, LLC 0.17% Reduce -4.4% 7,741 $2.1M
Austin Wealth Management, LLC 0.49% Reduce -0.4% 7,561 $2.1M
Wells Trecaso Financial Group, LLC 0.71% Add +20.7% 7,697 $2.1M
Roffman Miller Associates Inc. 0.14% Reduce -19.2% 7,668 $2.1M
Cassaday & Co Wealth Management LLC 0.06% Add +86.7% 7,632 $2.0M
Orca Investment Management, LLC 1.95% Add +0.7% 7,623 $2.0M
Watershed Private Wealth LLC 0.87% Reduce -4.0% 7,614 $2.0M
Monument Capital Management 0.60% No change 7,604 $2.0M
Pallas Capital Advisors LLC 0.09% Reduce -11.7% 7,457 $2.0M
FSA Advisors, Inc. 2.12% Reduce -2.4% 7,625 $2.0M
Summit Wealth Group, LLC 0.61% New 7,571 $2.0M
Geometric Wealth Advisors 0.41% Add +36.0% 7,548 $2.0M
Glass Jacobson Investment Advisors llc 0.74% Add +5.0% 7,544 $2.0M
EagleClaw Capital Managment, LLC 0.36% No change 7,532 $2.0M
New Republic Capital, LLC 1.01% No change 7,501 $2.0M
Keb Asset Management, LLC 0.67% No change 7,508 $2.0M
Latitude Advisors, LLC 1.23% Reduce -2.2% 7,508 $2.0M
ORG Partners LLC 0.25% New 7,485 $2.0M
Fonville Wealth Management LLC 0.79% Add +4.7% 7,467 $2.0M
Clarus Wealth Advisors 1.05% Add +8.2% 7,188 $2.0M
Avalon Trust Co 0.16% Reduce -3.9% 7,390 $2.0M
Paulson Wealth Management Inc. 0.57% Reduce -4.3% 7,356 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.96% Reduce -1.0% 7,347 $2.0M
CW Advisors, LLC 0.03% Reduce -26.2% 7,327 $2.0M
Rodgers & Associates, LTD 0.25% Reduce -1.3% 7,321 $2.0M
HTG Investment Advisors, Inc. 1.06% No change 7,319 $2.0M
Cypress Capital Group 0.23% Reduce -4.9% 7,286 $1.9M
Wealthgate Family Office, LLC 4.78% No change 7,259 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.4% 7,252 $1.9M
Interchange Capital Partners, LLC 0.71% Add +829.0% 7,246 $1.9M
Rossmore Private Capital 0.25% Add +15.4% 7,237 $1.9M
Cascade Wealth Advisors, Inc 1.43% Reduce -3.6% 7,262 $1.9M
Nicolet Bankshares Inc. 0.41% Reduce -1.0% 7,230 $1.9M
Muirfield Wealth Advisors LLC 1.81% Add +24.2% 7,226 $1.9M
WMG Financial Advisors, LLC 1.02% Reduce -0.1% 7,204 $1.9M
Whitaker-Myers Wealth Managers, LTD. 0.71% Reduce -8.8% 7,193 $1.9M
Pekin Hardy Strauss, Inc. 0.27% Add +1.2% 7,191 $1.9M
Concentric Wealth Management, LLC 0.50% No change 7,184 $1.9M
Whittier Trust Co. of Nevada Inc. 0.05% Add +1.1% 7,181 $1.9M
KFA Private Wealth Group, LLC 0.99% Reduce -8.7% 7,147 $1.9M
RDA Financial Network 0.63% Reduce -3.9% 7,142 $1.9M
Aviance Capital Partners, LLC 0.27% No change 7,128 $1.9M
Zacks Investment Management 0.02% Add +0.9% 7,098 $1.9M
Gill Capital Partners, LLC 0.73% Add +2.1% 7,055 $1.9M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -17.1% 7,054 $1.9M
RS Crum Inc. 0.49% Reduce -0.7% 7,027 $1.9M
RTD Financial Advisors, Inc. 0.25% Add +46.1% 6,998 $1.9M
Whelan Financial 0.83% Reduce -0.2% 6,986 $1.9M
Spreng Capital Management, Inc. 0.97% Reduce -3.9% 6,977 $1.9M
Acas, LLC 1.62% Add +25.6% 6,843 $1.9M
Rice Partnership, LLC 0.40% No change 6,965 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,961 $1.9M
Vident Advisory, LLC 0.05% Add +0.0% 6,961 $1.9M
Personal Cfo Solutions, LLC 0.29% Add +1.5% 6,938 $1.9M
Walkner Condon Financial Advisors LLC 0.40% Add +2.6% 6,903 $1.8M
Wealthspire Retirement, LLC 0.15% Reduce -14.8% 6,869 $1.8M
Rakuten Securities, Inc. 0.78% Reduce -20.2% 6,822 $1.8M
McGlone Suttner Wealth Management, Inc. 0.37% Add +5.6% 7,673 $1.8M
Sensible Money, LLC 0.89% Add +56.8% 6,788 $1.8M
NDVR, Inc. 1.89% Reduce -1.6% 6,785 $1.8M
Center for Financial Planning, Inc. 0.26% No change 6,775 $1.8M
Armstrong Advisory Group, Inc. 0.16% Reduce -18.3% 6,773 $1.8M
Mills Wealth Advisors LLC 1.29% Reduce -1.7% 6,841 $1.8M
Trifecta Capital Advisors, LLC 0.40% Add +30.7% 6,728 $1.8M
Brio Consultants, LLC 0.30% Add +13.2% 6,727 $1.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.47% No change 6,722 $1.8M
Stockman Wealth Management, Inc. 0.31% Reduce -6.5% 6,693 $1.8M
Peapack Gladstone Financial Corp. 0.03% Add +31.2% 6,671 $1.8M
Holland Advisory Services, Inc. 2.20% Reduce -0.3% 6,666 $1.8M
Blueprint Investment Partners LLC 0.38% Reduce -22.1% 6,636 $1.8M
AlphaStar Capital Management, LLC 0.16% Add +574.7% 6,632 $1.8M
L. Roy Papp & Associates, LLP 0.21% Reduce -7.5% 6,628 $1.8M
Journey Strategic Wealth LLC 0.08% Add +0.3% 6,625 $1.8M
Galvin, Gaustad & Stein, LLC 0.17% Add +1.2% 6,589 $1.8M
Juncture Wealth Strategies, LLC 0.74% Reduce -5.6% 6,558 $1.8M
United Community Bank 0.71% Reduce -47.0% 6,541 $1.7M
Koss-Olinger Consulting, LLC 0.16% New 6,538 $1.7M
Cooper Financial Group 0.26% Add +12.8% 6,537 $1.7M
SPC Financial, Inc. 0.16% Add +26.6% 6,528 $1.7M
Penobscot Investment Management Company, Inc. 0.17% Reduce -2.3% 6,508 $1.7M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -1.5% 6,500 $1.7M
Austin Private Wealth, LLC 0.19% Reduce -0.8% 6,494 $1.7M
Brown Brothers Harriman & Co. 0.01% Add +1.6% 6,472 $1.7M
Salem Investment Counselors Inc. 0.06% Add +9.5% 6,426 $1.7M
Napatree Capital LLC 1.39% Reduce -0.6% 6,430 $1.7M
Bragg Financial Advisors, Inc 0.08% Reduce -0.3% 6,418 $1.7M
Steele Capital Management, Inc. 0.10% No change 6,369 $1.7M
Northeast Investment Management 0.08% Reduce -5.9% 6,377 $1.7M
Steigerwald, Gordon & Koch Inc. 0.21% Reduce -6.3% 6,374 $1.7M
MB Generational Wealth, LLC 1.32% Add +71.2% 6,367 $1.7M
Howard Capital Management, LLC 0.17% Add +4.2% 6,363 $1.7M
Silverlake Wealth Management LLC 0.70% Add +15.5% 6,341 $1.7M
Baron Financial Group, LLC 1.08% No change 6,335 $1.7M
Beese Fulmer Investment Management, Inc. 0.15% No change 6,331 $1.7M
Covestor Ltd 1.09% Add +3.8% 6,305 $1.7M
Bay Rivers Group 0.88% Reduce -0.3% 6,295 $1.7M
Retirement Income Solutions, Inc. 0.41% No change 6,283 $1.7M
IronBridge Private Wealth, LLC 0.63% No change 6,281 $1.7M
Caldwell Sutter Capital, Inc. 0.83% No change 6,278 $1.7M
LRI Investments, LLC 0.19% No change 6,269 $1.7M
Bull Street Advisors, LLC 0.81% Add +0.9% 6,252 $1.7M
Mosaic Family Wealth Partners, LLC 0.27% Add +16.8% 6,238 $1.7M
Northwest Investment Counselors, LLC 0.42% No change 6,222 $1.7M
Bath Savings Trust Co 0.18% Add +1.0% 6,219 $1.7M
Park Edge Advisors, LLC 0.50% No change 6,175 $1.7M
Ascent Group, LLC 0.13% Reduce -4.2% 6,174 $1.7M
Global Assets Advisory, LLC 2.63% Add +22.5% 6,174 $1.7M
Echo Wealth Management, LLC 1.24% Add +0.0% 6,164 $1.6M
Ahl Investment Management, Inc. 1.21% No change 6,159 $1.6M
Sequent Asset Management, LLC 0.83% Add +58.6% 6,154 $1.6M
Avidian Wealth Enterprises, LLC 0.08% Add +61.9% 6,149 $1.6M
Presilium Private Wealth, LLC 0.42% Reduce -0.6% 6,145 $1.6M
Tradition Wealth Management, LLC 0.16% Add +122.5% 6,142 $1.6M
KMG Fiduciary Partners, LLC 0.16% Reduce -6.9% 6,137 $1.6M
Fort Sheridan Advisors LLC 0.26% Add +157.1% 6,113 $1.6M
Fragasso Financial Advisors Inc 0.13% Add +9.5% 6,112 $1.6M
Accurate Wealth Management, LLC 0.39% Reduce -28.2% 5,914 $1.6M
Aspire Capital Advisors LLC 0.53% Reduce -7.6% 6,106 $1.6M
Pine Ridge Advisers LLC 0.17% Add +34.7% 6,093 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -9.1% 6,082 $1.6M
Parkside Financial Bank & Trust 0.26% Reduce -6.2% 6,075 $1.6M
Family Firm, Inc. 0.36% No change 6,064 $1.6M
Everett Harris & Co. 0.02% No change 6,058 $1.6M
Allegheny Financial Group 0.46% Add +383.3% 6,056 $1.6M
Octavia Wealth Advisors, LLC 0.22% Add +3.8% 5,973 $1.6M
Paladin Advisory Group, LLC 1.25% Reduce -0.1% 5,979 $1.6M
CNB Bank 0.77% Reduce -11.1% 5,985 $1.6M
Concord Wealth Partners 0.28% Reduce -1.2% 5,977 $1.6M
Sepio Capital, LP 0.15% Add +2.4% 5,976 $1.6M
Shepherd Kaplan Krochuk, LLC 1.26% Add +3.1% 5,966 $1.6M
VestGen Investment Management 0.47% Add +2.6% 5,936 $1.6M
Busey Bank 0.05% Reduce -5.9% 5,936 $1.6M
Security Financial Services, INC. 0.34% Reduce -5.1% 5,935 $1.6M
Accretive Wealth Partners, LLC 0.66% No change 5,932 $1.6M
Compton Wealth Advisory Group, LLC 0.42% Add +4.8% 5,902 $1.6M
Sheets Smith Wealth Management 0.19% Add +12.4% 5,896 $1.6M
Destination Wealth Management 0.05% Reduce -13.2% 5,887 $1.6M
SP Asset Management LLC 0.14% Add +29.9% 5,881 $1.6M
BlueSky Wealth Advisors, LLC 0.26% New 5,871 $1.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +31.3% 5,857 $1.6M
Heritage Wealth Advisors 0.07% Add +1.1% 5,856 $1.6M
Falcon Wealth Planning 0.20% Add +0.4% 5,842 $1.6M
BCK Partners, Inc. 0.81% Reduce -10.4% 5,834 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.59% Reduce -0.2% 5,794 $1.6M
Jane Street Group, LLC 0.00% Reduce -93.5% 5,785 $1.5M
Altura Wealth Advisors Inc. 1.52% Add +143.6% 5,785 $1.5M
Vantage Financial Partners, LLC 0.40% Reduce -11.9% 5,757 $1.5M
Magnus Financial Group LLC 0.17% Add +0.2% 5,751 $1.5M
Harbour Capital Advisors, LLC 0.36% No change 5,732 $1.5M
Mullaney, Keating & Wright, Inc. 1.18% — 5,703 $1.5M
Exencial Wealth Advisors, LLC 0.06% Reduce -6.7% 5,687 $1.5M
ETF Store, Inc. 1.57% Reduce -10.5% 5,676 $1.5M
Financial Connections Group, Inc. 0.79% New 5,673 $1.5M
Verdence Capital Advisors LLC 0.13% Reduce -21.5% 5,662 $1.5M
Syntrinsic LLC 0.50% Reduce -1.6% 5,654 $1.5M
Focused Wealth Management, Inc 0.22% Reduce -0.5% 5,647 $1.5M
LVW Advisors, LLC 0.22% Add +87.2% 5,642 $1.5M
Fiduciary Counselling Inc. 4.29% Add +7.2% 5,627 $1.5M
TFO Wealth Partners, LLC 0.29% No change 5,620 $1.5M
Asset Planning Corporation 1.12% Reduce -10.7% 5,600 $1.5M
Next Level Private LLC 0.68% Reduce -3.6% 5,595 $1.5M
Aspen Wealth Management LLC 0.52% Add +61.9% 5,591 $1.5M
St Germain D J Co. Inc. 0.07% Reduce -4.6% 5,589 $1.5M
Davidson Trust Co. 1.03% No change 5,588 $1.5M
Adirondack Trust Co. 0.61% No change 5,580 $1.5M
Innealta Capital, LLC 0.49% Add +6.3% 5,545 $1.5M
Spinnaker Trust 0.10% Add +0.1% 5,545 $1.5M
Baldwin Investment Management, LLC 0.20% Add +0.4% 5,519 $1.5M
WNY Asset Management, LLC 0.19% Reduce -5.4% 5,461 $1.5M
Texas Yale Capital Corp. 0.07% Add +0.3% 5,431 $1.5M
AF Advisors, Inc. 0.27% Reduce -0.4% 5,407 $1.4M
Oldfather Financial Services, LLC 0.59% Add +0.5% 5,405 $1.4M
King Wealth Management Group 0.24% No change 5,398 $1.4M
Chapin Davis, Inc. 0.49% Add +17.0% 5,395 $1.4M
Aries Wealth Management 0.45% Add +7.8% 5,384 $1.4M
Acropolis Investment Management, LLC 0.09% Add +15.3% 5,360 $1.4M
Old North State Trust, LLC 1.24% No change 5,354 $1.4M
O'Connor Financial Group LLC 0.83% Reduce -11.4% 5,344 $1.4M
Northwest Quadrant Wealth Management, LLC 0.35% Reduce -5.3% 5,331 $1.4M
Retirement Capital Strategies 0.57% Reduce -15.5% 5,326 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -6.7% 5,317 $1.4M
Fca Corp. 0.46% No change 5,317 $1.4M
Valley National Advisers Inc. 0.21% No change 5,304 $1.4M
One Wealth Map LLC 0.87% No change 5,172 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -7.3% 5,282 $1.4M
Greytown Advisors Inc. 0.83% No change 5,260 $1.4M
North Ridge Wealth Advisors, Inc. 1.07% Reduce -1.5% 5,275 $1.4M
Gemmer Asset Management LLC 0.15% Add +18.7% 5,247 $1.4M
Westshore Wealth, LLC 0.58% No change 5,246 $1.4M
Valtinson Bruner Financial Planning LLC 0.56% Add +0.9% 5,240 $1.4M
Diversify Wealth Management, LLC 0.17% — 5,485 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.88% Reduce -6.1% 5,216 $1.4M
Mason & Associates Inc 0.37% Reduce -0.3% 5,214 $1.4M
Ridgewood Investments LLC 0.70% Reduce -16.5% 5,212 $1.4M
Vestor Capital, LLC 0.11% Add +83.8% 5,208 $1.4M
BKM Wealth Management, LLC 0.67% Reduce -0.2% 5,206 $1.4M
Sharkey, Howes & Javer 0.22% Add +1.2% 5,203 $1.4M
Premier Path Wealth Partners, LLC 0.24% New 5,201 $1.4M
Balanced Wealth Group LLC 0.63% Reduce -35.2% 5,188 $1.4M
Wealth Group Ltd 0.42% Reduce -11.3% 5,195 $1.4M
Eley Financial Management, Inc 0.59% No change 5,192 $1.4M
Courage Miller Partners, LLC 0.50% Reduce -0.6% 5,187 $1.4M
Brick & Kyle, Associates 0.58% Reduce -6.0% 5,186 $1.4M
TBH Global Asset Management, LLC 0.31% Add +1.0% 5,179 $1.4M
Coastal Bridge Advisors, LLC 0.34% Reduce -0.5% 5,171 $1.4M
LGT Financial Advisors LLC 2.91% Reduce -1.9% 5,164 $1.4M
Verus Capital Partners, LLC 0.14% Add +6.0% 5,149 $1.4M
Halter Ferguson Financial Inc. 0.98% Reduce -0.2% 5,147 $1.4M
Wealthquest Corp 0.15% Reduce -6.3% 5,141 $1.4M
Viewpoint Capital Management LLC 0.84% Add +170766.7% 5,126 $1.4M
Orleans Capital Management Corp. 0.87% Reduce -3.2% 5,120 $1.4M
Pacific Financial Group Inc. 0.97% No change 5,106 $1.4M
UNIVEST FINANCIAL Corp 0.38% Add +538.1% 5,105 $1.4M
Townsend Asset Management Corp. /NC/ 0.53% No change 5,086 $1.4M
Asset Advisors Investment Management, LLC 0.15% No change 5,079 $1.4M
First National Corp. /Ma/ 0.32% Reduce -6.6% 5,073 $1.4M
Catalyst Private Wealth, LLC 0.72% No change 5,058 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.14% No change 5,049 $1.4M
Shepherd Financial Partners LLC 0.17% Add +37.0% 5,009 $1.3M
Parkside Investments, LLC 0.21% No change 5,000 $1.3M
Assetmark, Inc. 0.00% Reduce -10.8% 4,983 $1.3M
Legacy Edge Advisors, LLC 0.25% Add +5.9% 4,979 $1.3M
Arvest Trust Co. N A 0.08% Reduce -33.7% 4,978 $1.3M
Red Lighthouse Investment Management, LLC 0.56% Reduce -77.1% 4,966 $1.3M
HHM Wealth Advisors, LLC 0.20% Add +6.8% 4,960 $1.3M
DecisionPoint Financial, LLC 0.44% Reduce -9.0% 4,856 $1.3M
Covenant Asset Management, LLC 0.30% Reduce -0.8% 4,940 $1.3M
Signify Wealth 1.90% Add +37.1% 4,938 $1.3M
Confluence Wealth Services, Inc. 0.11% Add +1.9% 4,938 $1.3M
Parthenon LLC 0.17% Add +2.5% 4,936 $1.3M
Centaurus Financial, Inc. 0.09% Add +21.7% 4,933 $1.3M
Capital Asset Advisory Services LLC 0.07% Reduce -3.8% 4,837 $1.3M
Sunburst Financial Group, LLC 0.36% Add +1.2% 4,918 $1.3M
Summit Investment Advisory Services, LLC 1.55% Reduce -74.2% 4,913 $1.3M
Lanark Financial, Inc. 0.12% Add +3.2% 4,909 $1.3M
Goelzer Investment Management, Inc. 0.07% Reduce -0.3% 4,908 $1.3M
Perkins Coie Trust Co 0.31% No change 4,908 $1.3M
Vista Investment Management 0.53% Reduce -0.2% 4,901 $1.3M
Archvest Wealth Advisors, Inc. 0.87% Add +3.3% 4,890 $1.3M
First National Trust Co 0.05% Add +6.2% 4,894 $1.3M
Summit Financial Strategies, Inc. 0.16% Add +6.3% 4,889 $1.3M
Heritage Investment Group, Inc. 0.18% Reduce -2.2% 4,880 $1.3M
Innova Wealth Partners 0.93% Add +193.1% 4,868 $1.3M
Highline Wealth Partners LLC 0.49% Add +9.3% 4,866 $1.3M
Thompson Siegel & Walmsley LLC 0.02% Add +12.8% 4,864 $1.3M
Schaper Benz & Wise Investment Counsel Inc. 0.11% Add +8.2% 4,858 $1.3M
American National Bank & Trust 0.16% Add +3.2% 4,831 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.08% Add +124.0% 4,822 $1.3M
Journey Advisory Group, LLC 0.15% Reduce -0.0% 4,820 $1.3M
Measured Wealth Private Client Group, LLC 0.45% Reduce -9.4% 4,800 $1.3M
SFG Wealth Management, LLC. 0.73% Reduce -3.1% 4,796 $1.3M
NCM Capital Management, LLC 0.67% Add +1.4% 4,790 $1.3M
Pursue Wealth Partners LLC 0.70% Add +9.4% 4,787 $1.3M
Peninsula Wealth, LLC 0.24% Add +45.4% 4,633 $1.3M
Forza Wealth Management, LLC 0.66% Add +7.0% 4,771 $1.3M
Morton Brown Family Wealth, LLC 0.50% No change 4,678 $1.3M
Smithbridge Asset Management Inc. 0.26% Reduce -1.3% 4,765 $1.3M
ORBA Wealth Advisors, L.L.C. 0.66% Add +2.1% 4,764 $1.3M
Berkeley, Inc 0.79% Add +30.8% 4,761 $1.3M
Old North State Wealth Management, LLC 0.84% No change 4,753 $1.3M
Poehling Capital Management, INC. 0.35% No change 4,748 $1.3M
Private Wealth Management Group, LLC 0.55% Add +3.5% 4,731 $1.3M
Jeppson Wealth Management, LLC 0.48% No change 4,730 $1.3M
Seneca Financial Advisors LLC 0.65% Add +1.3% 4,710 $1.3M
Bayesian Capital Management, LP 0.14% New 4,700 $1.3M
First Nebraska Trust Co 0.13% New 4,700 $1.3M
IAG Wealth Partners, LLC 0.25% Reduce -3.5% 4,683 $1.3M
Northwest Financial Advisors 1.27% Add +1.0% 4,673 $1.2M
Robinswood Financial LLC 0.51% Add +3.6% 4,669 $1.2M
Benchmark Wealth Management, LLC 0.67% Add +0.5% 4,669 $1.2M
Nicolet Advisory Services, LLC 0.12% Add +30.9% 4,535 $1.2M
Intergy Private Wealth, LLC 0.51% Reduce -1.5% 4,661 $1.2M
Access Financial Services, Inc. 0.57% Reduce -2.0% 4,658 $1.2M
Summit Asset Management, LLC 0.15% No change 4,654 $1.2M
Gradient Capital Advisors, LLC 0.44% Reduce -1.5% 4,650 $1.2M
Brandywine Oak Private Wealth LLC 0.13% Add +0.5% 4,633 $1.2M
Eq LLC 0.74% Add +0.0% 4,609 $1.2M
Beaumont Asset Management, L.L.C. 0.79% No change 4,605 $1.2M
Earnest Partners LLC 0.01% Add +55.1% 4,599 $1.2M
RAM Investment Partners, LLC 0.36% Add +8.1% 4,596 $1.2M
1776 Wealth LLC 0.55% Add +12.2% 4,591 $1.2M
Scotia Capital Inc. 0.01% Reduce -8.6% 4,591 $1.2M
Hilltop Holdings Inc. 0.14% Reduce -2.4% 4,591 $1.2M
Cahaba Wealth Management, Inc. 0.11% Add +4.9% 4,589 $1.2M
Richard P Slaughter Associates Inc 0.29% Add +0.1% 4,583 $1.2M
Aletheian Wealth Advisors LLC 0.65% Reduce -1.6% 4,579 $1.2M
Woodard & Co. Asset Management Group Inc. 0.31% Reduce -0.3% 4,573 $1.2M
Wescott Financial Advisory Group, LLC 0.14% Reduce -4.5% 4,557 $1.2M
Solidarity Wealth, LLC 0.37% New 4,540 $1.2M
Financial Council, LLC 0.68% Add +2.7% 4,530 $1.2M
Courier Capital LLC 0.10% Reduce -51.9% 4,524 $1.2M
Financial Freedom, LLC 0.69% Add +4.8% 4,524 $1.2M
Bill Few Associates, Inc. 0.46% No change 4,522 $1.2M
Regatta Capital Group, LLC 0.26% Add +2.5% 4,522 $1.2M
Atlantic Union Bankshares Corp 0.08% Reduce -2.0% 4,513 $1.2M
Round Rock Advisors LLC 0.29% Add +0.1% 4,492 $1.2M
Curran Financial Partners, LLC 0.40% Add +1.3% 4,489 $1.2M
Aerodigm Wealth, LLC 0.55% Reduce -0.7% 4,487 $1.2M
Sentinel Trust Co. Lba 0.15% No change 4,482 $1.2M
Allianz Asset Management GmbH 0.00% Reduce -92.2% 4,480 $1.2M
GAMMA Investing LLC 0.16% Add +3.6% 4,474 $1.2M
FourThought Financial Partners, LLC 0.15% Reduce -0.1% 4,458 $1.2M
Albion Financial Group 0.09% Add +9.5% 4,443 $1.2M
Ally Invest Advisors Inc. 0.11% Reduce -4.3% 4,441 $1.2M
TKG Advisors, LLC 0.64% No change 4,439 $1.2M
Curi Capital, LLC 0.03% Reduce -19.4% 4,438 $1.2M
Strategic Financial Concepts, LLC 0.69% Add +29053.4% 10,264,028 $1.2M
Hubbell Strickland Wealth Management, LLC 0.59% Add +12.8% 4,419 $1.2M
Concentrum Wealth Management 0.50% No change 4,419 $1.2M
Inspire Advisors, LLC 0.16% Add +143.6% 4,405 $1.2M
Farmers Trust Co. 0.24% No change 4,404 $1.2M
Rathbones Group PLC 0.01% Reduce -0.7% 4,401 $1.2M
HF Advisory Group, LLC 0.61% Reduce -1.8% 4,382 $1.2M
SimpliFi, Inc. 0.54% Add +12.6% 4,379 $1.2M
Aspire Private Capital, LLC 0.30% Reduce -7.6% 4,357 $1.2M
ARS Wealth Advisors Group, LLC 0.15% Add +8.2% 4,351 $1.2M
Sweeney & Michel, LLC 0.50% Add +1.3% 4,270 $1.2M
Grove Bank & Trust 0.19% Add +3.5% 4,340 $1.2M
Aveo Capital Partners, LLC 0.13% Reduce -67.4% 4,339 $1.2M
Cross Staff Investments Inc 0.97% No change 4,331 $1.2M
Prio Wealth Limited Partnership 0.03% Add +1.4% 4,325 $1.2M
Hamilton Wealth, LLC 0.31% Add +4.1% 4,323 $1.2M
Grand Wealth Management, LLC 0.69% Reduce -6.9% 4,307 $1.2M
Ranch Capital Advisors Inc. 0.60% Add +0.2% 4,316 $1.2M
Opal Wealth Advisors, LLC 0.37% Add +0.8% 4,314 $1.2M
Creative Capital Management Investments LLC 0.56% Reduce -1.1% 4,310 $1.2M
Ridgecrest Wealth Partners, LLC 0.69% Add +4.5% 4,305 $1.2M
Financial Symmetry Inc 0.89% Add +5.1% 4,298 $1.1M
Cornerstone Advisory, LLC 0.16% Reduce -3.4% 4,297 $1.1M
Vawter Financial, Ltd. 0.79% Add +12.4% 4,297 $1.1M
Lauer Wealth, LLC 0.91% Add +1.7% 4,192 $1.1M
Cadinha & Co. LLC 0.21% No change 4,284 $1.1M
Ifrah Financial Services, Inc. 0.32% Reduce -3.3% 4,264 $1.1M
Twelve Points Wealth Management LLC 0.40% No change 4,251 $1.1M
Defined Wealth Management, LLC 0.79% Reduce -0.6% 4,238 $1.1M
Autumn Glory Partners, LLC 0.58% Add +13.8% 4,236 $1.1M
Yoder Wealth Management, Inc. 0.73% Add +1.8% 4,225 $1.1M
Key Client Fiduciary Advisors, LLC 0.57% Reduce -0.1% 4,225 $1.1M
IFG Advisors, LLC 0.27% Add +1.6% 4,220 $1.1M
Financial Management Network Inc. 0.27% Reduce -4.4% 4,140 $1.1M
Hudock, Inc. 0.21% Reduce -0.8% 4,195 $1.1M
Walden Wealth Partners LLC 0.63% Add +0.3% 4,186 $1.1M
Pathway Financial Advisors LLC 0.30% No change 4,183 $1.1M
Kaye Capital Management 0.47% No change 4,182 $1.1M
Mattern Capital Management, LLC 0.15% No change 4,179 $1.1M
ODonnell Financial Services, LLC 0.50% Reduce -13.8% 4,178 $1.1M
Essex Bank 0.30% No change 4,175 $1.1M
Spectrum Wealth Counsel, LLC 0.14% No change 4,169 $1.1M
Cidel Asset Management Inc. 0.09% No change 4,155 $1.1M
Appleton Partners Inc. 0.09% Reduce -1.3% 4,153 $1.1M
Searcy Financial Services Inc. 0.55% No change 4,153 $1.1M
Amplius Wealth Advisors, LLC 0.12% Reduce -0.5% 4,146 $1.1M
Morton Capital Management LLC 0.26% Reduce -80.3% 4,131 $1.1M
Everpar Advisors LLC 0.55% Add +27.1% 4,128 $1.1M
Myecfo, LLC 0.64% Add +1.9% 4,122 $1.1M
Kelleher Financial Advisors 0.45% Add +44.7% 4,117 $1.1M
USA Financial Formulas 0.18% Reduce -12.0% 4,102 $1.1M
STAR Financial Bank 0.84% Add +417.1% 4,095 $1.1M
Acorn Financial Advisory Services Inc. 0.20% Reduce -11.1% 4,093 $1.1M
Trexquant Investment LP 0.02% Reduce -3.3% 4,089 $1.1M
Christopher J. Hasenberg, Inc 0.49% Add +55.5% 4,075 $1.1M
Oakworth Capital, Inc. 0.08% No change 4,069 $1.1M
BigSur Wealth Management LLC 0.33% No change 4,053 $1.1M
Wealth Dimensions Group, Ltd. 0.31% Add +7.4% 4,067 $1.1M
Bernardo Wealth Planning LLC 0.29% No change 4,061 $1.1M
Brown Wealth Management, LLC 0.44% Add +1.3% 4,058 $1.1M
Ascent Wealth Partners, LLC 0.16% Add +0.2% 4,058 $1.1M
Bridges Investment Management Inc. 0.02% New 4,055 $1.1M
CRA Financial Services, LLC 0.22% Reduce -6.0% 4,031 $1.1M
Copperleaf Capital, LLC 0.85% Reduce -14.7% 3,998 $1.1M
Meridian Wealth Advisors, LLC 0.19% No change 3,992 $1.1M
Tucker Asset Management LLC 0.24% Reduce -0.6% 3,986 $1.1M
Vectors Research Management, LLC 0.33% Reduce -31.4% 3,966 $1.1M
Key Financial Inc 0.25% Reduce -1.0% 3,956 $1.1M
Van Cleef Asset Management,Inc 0.13% Reduce -0.6% 3,950 $1.1M
Meredith Wealth Planning 0.55% Reduce -1.9% 3,916 $1.0M
Bourgeon Capital Management LLC 0.20% No change 3,892 $1.0M
Macroview Investment Management LLC 1.11% Reduce -0.1% 3,889 $1.0M
Prosperity Planning, Inc. 0.36% Add +1.7% 3,876 $1.0M
Salomon & Ludwin, LLC 0.12% Reduce -0.4% 3,861 $1.0M
Fortis Capital Advisors, LLC 0.37% Reduce -30.4% 3,847 $1.0M
Harbor Advisory Corp. 0.36% Reduce -0.8% 3,847 $1.0M
Evergreen Advisors, LLC 0.31% Reduce -0.3% 3,836 $1.0M
Birchcreek Wealth Management, LLC 0.58% Reduce -6.5% 3,832 $1.0M
Pittenger & Anderson Inc. 0.04% Reduce -0.9% 3,818 $1.0M
Davidson Investment Advisors 0.05% No change 3,818 $1.0M
Berger Financial Group, Inc 0.08% Reduce -11.9% 3,814 $1.0M
BlackRock Inc. 0.00% Reduce -0.6% 3,805 $1.0M
Flower City Capital 0.65% No change 3,778 $1.0M
Susquehanna Foundation 0.31% No change 3,775 $1.0M
Chatham Capital Group, Inc. 0.18% No change 3,775 $1.0M
Apexium Financial, LP 0.07% Add +27.8% 3,762 $1.0M
Consolidated Portfolio Review Corp 0.23% Add +1.5% 3,755 $1.0M
Cornerstone Wealth Advisors, Inc. 0.30% Reduce -6.7% 3,750 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -2.7% 3,747 $1.0M
JGP Wealth Management, LLC 0.14% Add +25.1% 3,743 $1.0M
Unison Advisors LLC 0.13% Add +220.8% 3,734 $999K
Sage Capital Advisors,llc 0.29% No change 3,720 $995K
Virtue Capital Management, LLC 0.17% Add +20.0% 3,627 $995K
Tidemark, LLC 0.46% Reduce -15.6% 3,715 $994K
Farrell Financial LLC 0.77% No change 3,714 $994K
PYA Waltman Capital, LLC 0.36% No change 3,713 $993K
Marcum Wealth, LLC 0.10% Reduce -0.4% 3,709 $992K
Cornerstone Capital, Inc. 0.10% Add +0.9% 3,703 $991K
Worth Asset Management, LLC 0.59% Reduce -11.9% 3,698 $989K
Caitlin John, LLC 0.72% Add +10.6% 3,698 $989K
Breakwater Capital Group 0.22% Reduce -0.6% 3,682 $985K
Cassady Schiller Wealth Management, LLC 0.40% Reduce -14.3% 3,676 $983K
Shira Ridge Wealth Management 0.55% Reduce -6.1% 3,672 $982K
S&co Inc. 0.07% Add +27.4% 3,672 $982K
Darden Wealth Group Inc 0.59% No change 3,666 $981K
Riverview Trust Co 0.93% Add +212.3% 3,638 $973K
V2 Financial group LLC 0.65% No change 3,600 $971K
Seven Springs Wealth Group, LLC 0.39% Reduce -1.2% 3,628 $971K
Fortune 45 LLC 0.74% Reduce -0.1% 3,622 $969K
Burney Co./ 0.04% Add +0.1% 3,618 $968K
Parsons Capital Management Inc. 0.07% No change 3,609 $965K
Fairscale Capital, LLC 0.86% — 3,457 $965K
Aire Advisors, LLC 0.22% Reduce -3.7% 3,594 $962K
Bollard Group LLC 0.03% No change 3,582 $958K
Union Savings Bank 0.50% Reduce -3.1% 3,548 $949K
FinTrust Capital Advisors, LLC 0.17% Add +0.6% 3,542 $948K
Armbruster Capital Management, Inc. 0.20% Reduce -1.0% 3,527 $944K
My Legacy Advisors, LLC 0.30% No change 3,501 $937K
Invst, LLC 0.10% Add +1.7% 3,493 $936K
Armstrong Henry H Associates Inc. 0.09% No change 3,500 $936K
Chico Wealth RIA 0.86% Reduce -11.3% 3,497 $935K
Port Capital LLC 0.05% Add +2.2% 3,486 $933K
Alpha Financial Partners LLC 0.81% No change 3,482 $932K
Divergent Wealth Advisors 0.18% Add +0.0% 3,480 $931K
Lutz Financial Services LLC 0.08% No change 3,474 $929K
Hancock Whitney Corp. 0.03% Reduce -5.3% 3,471 $929K
Paragon Capital Management Inc. 0.71% No change 3,469 $928K
Brightwater Advisory LLC 0.72% Add +2.2% 3,466 $927K
Daymark Wealth Partners, LLC 0.04% Add +33.6% 3,452 $923K
Financial Partners Group, Inc 0.15% Reduce -0.9% 3,446 $922K
United Advisor Group, LLC 0.29% Add +12.0% 3,433 $918K
Regency Capital Management Inc.\DE 0.59% No change 3,432 $918K
GDS Wealth Management 0.10% Reduce -4.7% 3,427 $917K
Front Street Capital Management, Inc. 0.18% No change 3,423 $916K
Hyperion Partners, LLC 0.65% Reduce -2.9% 3,423 $916K
Prelude Capital Management, LLC 0.08% New 3,420 $915K
Nixon Peabody Trust Co. 0.08% No change 3,419 $915K
Claris Advisors, LLC / Mo / 0.47% Reduce -0.0% 3,419 $915K
Matrix Asset Advisors Inc. 0.11% No change 3,417 $914K
Mason Investment Advisory Services, Inc. 0.06% No change 3,416 $914K
Essex LLC 0.20% Add +161.2% 3,416 $914K
Quadrant Private Wealth Management, LLC 0.21% Add +124.5% 3,401 $913K
Brown, Lisle/Cummings, Inc. 0.30% No change 3,409 $912K
Fermata Advisors, LLC 0.21% Add +21.2% 3,409 $912K
FreeGulliver LLC 0.62% Add +1.8% 3,407 $911K
TD Asset Management Inc 0.00% Reduce -1.1% 3,390 $907K
Melfa Wealth Management, Inc. 0.63% Reduce -2.0% 3,390 $907K
Unionview, LLC 0.74% Add +1.7% 3,389 $907K
Clarity Financial LLC 0.14% Add +14.5% 3,382 $905K
Clark Capital Management Group, Inc. 0.01% Add +13.6% 3,377 $903K
Summit Wealth Partners, LLC 0.19% Reduce -1.0% 3,375 $903K
Fidelity D & D Bancorp Inc. 0.68% Reduce -2.4% 3,371 $902K
Whalerock Point Partners, LLC 0.24% No change 3,368 $901K
Fairfield, Bush & Co. 0.54% Add +7.0% 3,368 $901K
Maia Wealth LLC 0.27% — 3,249 $899K
Creative Financial Designs Inc. 0.08% Add +15.2% 3,359 $899K
Kaizen Financial Strategies 0.56% Reduce -14.2% 3,332 $895K
Bank of Stockton 0.28% Add +7.3% 3,343 $894K
Peak Asset Management, LLC 0.17% Reduce -0.6% 3,341 $894K
Comprehensive Financial Consultants Institutional, Inc. 0.35% Add +0.5% 3,333 $892K
Eagle Strategies LLC 0.17% Reduce -80.2% 3,332 $891K
Boltwood Capital Management 0.28% Reduce -2.9% 3,319 $888K
Disciplined Investments, LLC 0.47% Reduce -1.4% 3,303 $884K
Warner Financial, Inc. 0.43% Add +25.2% 3,300 $883K
WealthShield Partners, LLC 0.13% Add +6.5% 3,285 $882K
Loudon Investment Management, LLC 0.52% Reduce -3.7% 3,294 $881K
Institutional & Family Asset Management, LLC 0.13% Reduce -1.2% 3,273 $876K
Cedar Point Capital Partners, LLC 0.65% Reduce -0.4% 3,268 $874K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -61.1% 3,240 $867K
Hilltop National Bank 0.28% Reduce -0.8% 3,227 $863K
West Michigan Advisors, LLC 0.27% Add +19.4% 3,207 $861K
Smith Chas P & Associates Pa Cpas 0.05% No change 3,214 $860K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.05% New 3,214 $860K
Hourglass Capital, LLC 0.26% Add +14.2% 3,210 $859K
Midwest Financial Group LLC 0.55% Add +0.5% 3,208 $858K
Sage Investment Advisers LLC 0.97% Add +2.5% 3,206 $858K
Orgel Wealth Management, LLC 0.02% Reduce -0.3% 3,199 $856K
Trustmark Bank Trust Department 0.07% Reduce -0.5% 3,159 $845K
Full Sail Capital, LLC 0.06% Reduce -18.3% 3,143 $841K
Bank of Marin 0.72% Reduce -1.7% 3,143 $841K
Creegan & Nassoura Financial Group, LLC 0.58% No change 3,140 $840K
Discipline Wealth Solutions, LLC 0.66% Add +62.0% 3,133 $838K
GG Group Ventures, LLC 1.16% — 3,137 $838K
Hengehold Capital Management LLC 0.09% Reduce -0.8% 3,131 $838K
Bennett Selby Investments LP 0.38% No change 3,127 $836K
Van Den Berg Management I, Inc. 0.25% Reduce -17.5% 3,111 $832K
Cora Capital Advisors LLC 0.43% No change 3,104 $830K
Thomasville National Bank 0.07% Reduce -2.9% 3,095 $828K
VitalStone Financial, LLC 0.60% Add +1.1% 3,094 $828K
HCR Wealth Advisors 0.12% Reduce -8.1% 3,092 $827K
Pointe Capital Management LLC 0.51% Add +0.0% 3,091 $827K
Performance Wealth Partners, LLC 0.03% No change 3,084 $825K
Certus Wealth Management, LLC 0.63% Reduce -1.7% 3,084 $825K
Rowlandmiller & Partners.adv 0.18% Reduce -32.0% 3,082 $825K
Armor Investment Advisors, LLC 0.38% No change 3,081 $824K
Carson Advisory Inc. 0.58% Reduce -0.3% 3,078 $823K
Lathrop Investment Management Co. 0.16% New 3,067 $820K
Deutsche Bank AG 0.00% No change 3,057 $818K
Resurgent Financial Advisors LLC 0.51% Reduce -4.3% 3,052 $816K
Harbor Group, Inc. 0.21% Add +0.9% 3,034 $812K
Fortitude Family Office, LLC 0.46% Add +9.1% 3,030 $811K
Heritage Wealth Management, Inc. 0.27% — 2,962 $806K
1832 Asset Management L.P. 0.00% Add +104.8% 3,006 $804K
Alexander Labrunerie & Co., Inc. 0.44% Add +8.0% 3,003 $803K
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% Add +71.1% 2,989 $800K
Tocqueville Asset Management L.P. 0.01% New 2,985 $799K
Tandem Capital Management Corp. 0.44% Add +14.7% 2,929 $797K
Hudson Capital Management LLC 0.28% Add +1.2% 2,973 $795K
Aaron Wealth Advisors LLC 0.11% No change 2,961 $792K
Aldebaran Financial Inc. 1.04% Add +2.2% 2,960 $792K
Dimension Capital Management LLC 0.16% No change 2,959 $792K
New World Advisors LLC 0.22% No change 2,957 $791K
Checchi Capital Advisers, LLC 0.06% Reduce -9.1% 2,950 $789K
Lee Danner & Bass Inc. 0.06% — 2,948 $789K
True North Advisors, LLC 0.21% Add +0.4% 2,949 $789K
Members Trust Co 0.02% No change 2,945 $788K
Clearwater Capital Advisors, LLC 0.08% Add +72.7% 2,944 $788K
Envision Financial Planning, LLC 0.60% No change 2,942 $787K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -3.3% 2,943 $787K
Power Wealth Management LLC 0.37% No change 2,923 $782K
Peachtree Investment Partners, LLC 0.31% Reduce -22.3% 2,922 $782K
Pillar Wealth Advisors, LLC 0.94% Reduce -6.1% 2,921 $781K
SlateStone Wealth, LLC 0.08% Add +0.4% 2,920 $781K
Transcendent Capital Group LLC 0.45% Reduce -9.4% 2,915 $780K
Hoxton Planning & Management, LLC 0.36% Reduce -8.9% 2,915 $780K
Channel Wealth LLC 0.28% Reduce -1.2% 2,909 $778K
Cornerstone Advisors Asset Management, LLC 0.22% Reduce -0.2% 2,904 $777K
Vision Capital Management, Inc. 0.12% Add +3.6% 2,898 $775K
Keystone Financial Services 0.32% Reduce -32.2% 2,892 $774K
Altus Wealth Group LLC 0.39% Add +3.4% 2,882 $771K
Gotham Asset Management 0.01% New 2,881 $771K
Ervin Investment Management, LLC 0.53% No change 2,880 $770K
Cedrus LLC 0.38% Reduce -3.4% 2,862 $766K
Emfo, LLC 0.68% No change 2,858 $765K
Paragon Financial Partners, Inc. 0.60% No change 2,856 $764K
Strategic Wealth Partners, Ltd. 0.08% Add +15.5% 2,849 $762K
Curated Wealth Partners LLC 0.11% — 2,842 $760K
Shorepath Capital Management LLC 0.58% No change 2,840 $760K
Sawyer & Company, Inc 0.30% Add +3.1% 2,825 $756K
Agate Pass Investment Management, LLC 0.40% Add +4.5% 2,819 $754K
Meridian Financial Partners LLC 0.45% New 2,763 $754K
Golden Road Advisors LLC 0.62% Add +41.9% 2,765 $753K
IMPACTfolio, LLC 0.42% Add +162.8% 2,815 $753K
Afg Fiduciary Services Limited Partnership 0.53% Reduce -1.1% 2,749 $753K
Ironwood Investment Counsel, LLC 0.13% Reduce -6.3% 2,805 $750K
New England Professional Planning Group Inc. 0.39% No change 2,804 $750K
Towercrest Capital Management 0.12% Reduce -1.2% 2,800 $749K
Lederer & Associates Investment Counsel 0.54% No change 2,799 $749K
Alliance Wealth Management Group 0.21% Reduce -1.2% 2,799 $749K
Wittenberg Investment Management, Inc. 0.26% No change 2,798 $748K
Mason & Associates, LLC 0.25% Reduce -79.7% 2,793 $747K
Emerald Advisors, LLC 0.11% No change 2,784 $745K
T. Rowe Price Associates Inc. 0.00% Add +72.1% 2,780 $744K
Capital Planning Advisors, LLC 0.13% No change 2,776 $743K
Physician Wealth Solutions Inc. 0.53% Reduce -0.4% 2,771 $741K
All Terrain Financial Advisors, LLC 0.31% No change 2,769 $741K
Legacy Financial Group LLC 0.15% No change 2,764 $739K
Williams & Novak, LLC 0.69% Reduce -42.6% 2,757 $738K
Baxter Bros Inc. 0.10% Reduce -0.6% 2,741 $733K
Sara-Bay Financial 0.30% Add +4.9% 2,740 $733K
WP Advisors, LLC 0.23% No change 2,733 $731K
Abacus Wealth Partners, LLC 0.12% Add +0.0% 2,724 $729K
Sandbox Financial Partners, LLC 0.28% Reduce -2.4% 2,706 $724K
Bank of New Hampshire 0.19% Reduce -5.5% 2,705 $724K
Van Hulzen Asset Management, LLC 0.05% Reduce -0.1% 2,704 $723K
EnRich Financial Partners LLC 0.26% Add +110.6% 2,694 $721K
Shared Vision Wealth Group LLC 0.42% No change 2,683 $718K
San Luis Wealth Advisors LLC 0.17% New 2,675 $716K
Walled Lake Planning & Wealth Management, LLC 0.29% Add +2.3% 2,670 $714K
Princeton Global Asset Management LLC 0.16% Add +6090.7% 2,662 $712K
Broadleaf Partners, LLC 0.17% Add +16.8% 2,651 $709K
Cambridge Financial Group, LLC 0.32% No change 2,650 $709K
Legacy Trust 0.18% No change 2,645 $708K
Investment Planning Advisors, Inc. 0.36% — 2,644 $707K
Elmwood Wealth Management, Inc. 0.31% No change 2,636 $705K
Greenwood Capital Associates LLC 0.09% No change 2,636 $705K
Brickley Wealth Management 0.15% Add +11.0% 2,627 $703K
JB Capital LLC 0.04% Reduce -4.7% 2,619 $700K
Register Financial Advisors LLC 0.35% Reduce -0.5% 2,617 $700K
Fiduciary Family Office, LLC 0.28% No change 2,616 $700K
Riverstone Advisors, LLC 0.43% Add +1.5% 2,615 $700K
DF Dent & Co. Inc. 0.01% No change 2,615 $700K
Thrive Capital Management, LLC 0.32% New 2,609 $698K
Mechanics Bank Trust Department 0.10% No change 2,600 $696K
Quotient Wealth Partners, LLC 0.02% Add +35.2% 2,591 $693K
Southeast Asset Advisors, LLC 0.08% No change 2,580 $690K
Knightsbridge Asset Management, LLC 0.17% Reduce -31.8% 2,573 $688K
B & T Capital Management DBA Alpha Capital Management 0.13% Reduce -10.0% 2,566 $687K
Praetorian Wealth Management, Inc. 0.18% New 2,565 $686K
Altfest L J & Co. Inc. 0.09% Add +3.6% 2,563 $686K
Grant/GrossMendelsohn, LLC 0.31% New 2,562 $685K
Venturi Wealth Management, LLC 0.04% Add +8.9% 2,561 $685K
Jackson Wealth Management, LLC 0.15% No change 2,559 $685K
Platte River Wealth Advisors, LLC 0.19% No change 2,558 $684K
Alliance Wealth Advisors, LLC 0.43% Add +0.6% 2,555 $683K
Pine Valley Investments Ltd Liability Co 0.05% Add +19.6% 2,552 $683K
Atlantic Edge Private Wealth Management, LLC 0.23% Add +6.2% 2,552 $683K
Evolution Wealth Advisors, LLC 0.13% No change 2,546 $681K
Marietta Wealth Management, LLC 0.11% Reduce -2.4% 2,544 $681K
Aprio Wealth Management, LLC 0.12% Add +2.9% 2,539 $679K
Southland Equity Partners LLC 0.19% Reduce -0.3% 2,533 $678K
Delta Asset Management LLC 0.06% Add +7.3% 2,527 $676K
Invesco Ltd. 0.00% New 2,525 $675K
Pennsylvania Capital Management Inc. 0.26% Add +4.9% 2,522 $675K
Apollon Financial, LLC 0.22% Reduce -0.6% 2,521 $674K
Riversedge Advisors, LLC 0.16% Add +30.9% 2,519 $674K
CM Wealth Advisors LLC 0.32% Reduce -88.0% 2,495 $670K
Fishman Jay A Ltd. 0.07% No change 2,500 $669K
Alaska Wealth Advisors, LLC 0.10% Reduce -5.2% 2,499 $669K
World Equity Group, Inc. 0.20% Reduce -47.9% 2,497 $668K
River Wealth Advisors LLC 0.10% Add +4.3% 2,496 $668K
Great Waters Wealth Management 0.10% Reduce -2.2% 2,488 $665K
Detalus Advisors, LLC 0.23% Reduce -4.0% 2,478 $663K
Bienville Capital Management, LLC 0.16% No change 2,463 $661K
Ullmann Wealth Partners Group, LLC 0.09% No change 2,465 $660K
Martel Wealth Advisors LLC 0.14% Reduce -2.3% 2,462 $659K
First Community Trust NA 0.56% Add +1.3% 2,461 $658K
Sfmg, LLC 0.06% Add +1.4% 2,457 $657K
Prairie Wealth Advisors, Inc. 0.33% No change 2,448 $657K
Ruggaard & Associates LLC 0.30% Add +25.6% 2,455 $657K
Salvus Wealth Management, LLC 0.45% No change 2,452 $656K
Consilio Wealth Advisors, LLC 0.29% Reduce -0.7% 2,452 $656K
Keystone Wealth Services, LLC 0.20% Add +1.3% 2,451 $656K
SJS Investment Consulting Inc. 0.13% Add +0.8% 2,449 $655K
Lakeridge Wealth Management LLC 0.39% Add +11.3% 2,446 $654K
Anson Capital, Inc. 0.64% No change 2,419 $647K
Richardson Financial Services Inc. 0.46% Reduce -1.8% 2,403 $643K
Gilliland Jeter Wealth Management LLC 0.21% Reduce -1.6% 2,385 $638K
Independence Bank of Kentucky 0.17% No change 2,382 $637K
Financial Perspectives, Inc 0.24% No change 2,380 $637K
Brown Financial Advisory 0.49% Reduce -0.3% 2,367 $633K
Napa Wealth Management 0.43% No change 2,367 $633K
Element Wealth, LLC 0.36% Reduce -11.4% 2,364 $632K
Donor Advised Charitable Giving, Inc. 0.01% No change 2,360 $631K
Prosperity Consulting Group, LLC 0.09% Reduce -2.0% 2,356 $630K
Intrinsic Value Partners, LLC 0.66% Add +0.6% 2,356 $630K
Harbour Trust & Investment Management Co 0.07% Reduce -4.5% 2,352 $629K
RCS Financial Planning, LLC 0.37% Reduce -5.3% 2,341 $629K
HighMark Wealth Management LLC 0.38% No change 2,344 $627K
Meridian Investment Counsel Inc. 0.20% Add +20.6% 2,337 $625K
Adamsbrown Wealth Consultants LLC 0.24% No change 2,331 $624K
Manchester Financial Inc. 0.15% Reduce -5.8% 2,325 $622K
Quest Investment Management LLC 0.07% No change 2,323 $621K
Bellevue Asset Management, LLC 0.34% Reduce -2.1% 2,316 $620K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.13% Reduce -12.0% 2,315 $619K
Mountain Capital Investment Advisors Inc. 0.15% Add +167.7% 2,230 $617K
Providence Capital Advisors, LLC 0.13% Reduce -4.0% 2,296 $614K
Harvest Investment Advisors, LLC 0.45% New 2,295 $614K
Foster & Motley Inc. 0.04% No change 2,292 $613K
Sovereign Financial Group, Inc. 0.15% Reduce -35.0% 2,290 $613K
Financial Synergies Wealth Advisors, Inc. 0.08% Add +0.0% 2,286 $612K
Pinkerton Wealth, LLC 0.09% Add +0.1% 2,285 $611K
Central Pacific Bank - Trust Division 0.08% Add +27.3% 2,282 $610K
Petra Financial Advisors Inc. 0.44% No change 2,274 $608K
Barlow Wealth Partners, LLC 0.08% No change 2,266 $606K
Marco Investment Management LLC 0.06% No change 2,264 $606K
CPC Advisors, LLC 0.10% Reduce -9.5% 2,261 $605K
Meeder Advisory Services, Inc. 0.04% New 2,260 $605K
Bridge Creek Capital Management LLC 0.19% No change 2,251 $602K
Palumbo Wealth Management LLC 0.25% Reduce -2.6% 2,251 $602K
Baldwin Wealth Partners LLC 0.05% Add +8.1% 2,246 $601K
First Pacific Financial 0.15% Reduce -0.7% 2,243 $600K
Viawealth, LLC 0.37% Add +20.3% 2,242 $600K
Eagle Ridge Investment Management 0.06% Add +6.4% 2,237 $598K
Dark Forest Capital Management LP 0.11% Reduce -36.9% 2,233 $597K
Apeiron RIA LLC 0.18% Add +2.5% 2,228 $596K
Inspirion Wealth Advisors, LLC 0.09% Add +163.9% 2,225 $595K
Curbstone Financial Management Corp 0.13% New 2,224 $595K
MilWealth Group LLC 0.19% No change 2,222 $594K
Tower Wealth Partners, Inc. 0.37% No change 2,220 $594K
Anchor Capital Advisors LLC 0.02% No change 2,220 $594K
Pinnacle Wealth Management Group, Inc. 0.40% Add +0.8% 2,219 $594K
GPS Wealth Strategies Group, LLC 0.09% Add +10.4% 2,216 $593K
GHP Investment Advisors, Inc. 0.03% Add +2.3% 2,215 $593K
Kanawha Capital Management LLC 0.05% Add +1.7% 2,212 $592K
WealthCare Investment Partners, LLC 0.27% Reduce -4.9% 2,200 $588K
Horizon Investment Services, LLC 0.28% Add +32.0% 2,196 $588K
Sonoma Private Wealth LLC 0.95% No change 2,186 $585K
Optimum Investment Advisors 0.26% Add +1.4% 2,180 $583K
4J Wealth Management LLC 0.48% Add +1.5% 2,180 $583K
Up Strategic Wealth Investment Advisors LLC 0.88% Reduce -5.7% 2,178 $583K
Amarillo National Bank 0.11% No change 2,168 $580K
Veracity Capital LLC 0.24% Reduce -5.8% 2,166 $580K
Meridian Management Co. 0.16% Reduce -9.0% 2,158 $577K
New Century Financial Group, LLC 0.24% Add +22.6% 2,156 $577K
InTrack Investment Management Inc 0.41% Add +1.1% 2,155 $576K
Legacy CG, LLC 0.20% New 2,155 $576K
Crabel Capital Management, LLC 0.71% Add +4.3% 2,152 $576K
One Wealth Management Investment & Advisory Services, LLC 0.23% No change 2,143 $573K
Argent Advisors, Inc. 0.23% No change 2,134 $571K
Melone Private Wealth, LLC 0.34% No change 2,127 $569K
Vishria Bird Financial Group, LLC 0.24% No change 2,124 $568K
Catalina Capital Group, LLC 0.21% Reduce -0.1% 2,107 $564K
Traction Financial Partners, LLC 0.41% Add +2.0% 2,066 $563K
Alera Investment Advisors, LLC 0.07% Add +3.5% 2,102 $562K
Horan Securities, Inc. 0.24% Add +29.2% 2,102 $562K
Legacy Capital Group California, Inc. 0.20% Add +1.1% 2,101 $562K
Burton Enright Welch 0.13% Reduce -0.4% 2,093 $560K
Okabena Investment Services Inc. 0.18% Reduce -11.8% 2,091 $559K
Prevail Innovative Wealth Advisors, LLC 0.20% No change 2,089 $559K
Pineridge Advisors LLC 0.19% Add +1037.7% 2,082 $557K
Richard W. Paul & Associates, LLC 0.21% No change 2,081 $557K
Per Stirling Capital Management, LLC. 0.09% Reduce -20.1% 2,076 $555K
Colton Groome Financial Advisors, LLC 0.22% No change 2,073 $555K
Core Wealth Management, Inc. 0.22% No change 2,072 $554K
F&V Capital Management, LLC 0.16% New 2,070 $554K
Aufman Associates Inc 0.39% Add +97.6% 2,067 $553K
Fortis Capital Management LLC 0.12% Add +8.5% 2,062 $552K
Twin Peaks Wealth Advisors, LLC 0.27% Reduce -1.1% 2,058 $551K
Apriem Advisors 0.07% Reduce -7.6% 2,055 $550K
Cypress Financial Planning LLC 0.23% Add +18.2% 2,043 $547K
ERn Financial, LLC 0.09% No change 2,037 $545K
Conrad Siegel Investment Advisors, Inc. 0.16% Add +59.6% 2,036 $545K
Fiduciary Alliance LLC 0.09% Reduce -7.2% 2,018 $544K
Vantage Investment Partners, LLC 0.05% No change 2,034 $544K
Platform Technology Partners 0.19% — 2,033 $544K
Guardian Capital Advisors LP 0.06% No change 1,975 $543K
Dopkins Wealth Management, LLC 0.33% No change 2,029 $543K
Indiana Trust & Investment Management Co 0.20% No change 2,028 $543K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Reduce -1.0% 2,026 $542K
Family Manage LLC 0.10% No change 2,022 $541K
Ironwood Wealth Management, LLC. 0.18% Reduce -23.0% 2,015 $539K
Penobscot Wealth Management 0.32% Reduce -16.6% 1,980 $539K
Schorn Wealth LLC 0.19% New 2,014 $539K
Goldstein Advisors, LLC 0.09% Reduce -5.1% 2,014 $539K
Wheelhouse Advisory Group LLC 0.38% Add +8.4% 1,991 $537K
RiverGlades Family Offices LLC 0.42% Add +10.5% 2,005 $536K
Fortitude Advisory Group L.L.C. 0.32% Add +23.8% 2,005 $536K
Insight Advisors, LLC/ PA 0.10% Add +2.9% 2,002 $536K
Capital Planning LLC 0.16% No change 1,991 $535K
M. Kraus & Co 0.16% No change 1,994 $533K
Deltec Asset Management LLC 0.10% No change 1,983 $530K
Gallagher Fiduciary Advisors, LLC 0.12% Reduce -5.5% 1,980 $530K
US Financial Advisors, LLC 0.18% New 1,974 $528K
LBMC Investment Advisors, LLC 0.05% Add +103.4% 1,973 $528K
SOA Wealth Advisors, LLC. 0.11% Add +2.1% 1,970 $527K
Lyell Wealth Management, LP 0.05% Reduce -0.3% 1,969 $527K
Welch Group, LLC 0.03% Add +14.4% 1,968 $526K
Wayfinding Financial, LLC 0.30% Add +0.1% 1,962 $526K
Sterling Investment Management, LLC 0.40% No change 1,960 $524K
Childress Capital Advisors, LLC 0.15% No change 1,957 $523K
Pacific Global Investment Management Co. 0.10% No change 1,953 $522K
Buttonwood Financial Advisors Inc. 0.24% Reduce -0.1% 1,939 $519K
Greenwood Gearhart LLC 0.05% Reduce -0.8% 1,939 $519K
Kowal Investment Group, LLC 0.10% Reduce -23.6% 1,934 $517K
Whitcomb & Hess, Inc. 0.16% No change 1,934 $517K
DGS Capital Management, LLC 0.15% Add +40.6% 1,934 $517K
Retirement Investment Advisors, Inc. 0.06% — 1,929 $516K
Herold Advisors, Inc. 0.12% No change 1,927 $516K
Chicago Wealth Management, Inc. 0.30% Add +2.2% 1,925 $515K
MSH Capital Advisors LLC 0.17% Reduce -14.8% 1,924 $515K
Blue Barn Wealth, LLC 0.29% No change 1,919 $513K
TrinityPoint Wealth, LLC 0.08% Add +0.1% 1,916 $513K
Roman Butler Fullerton & Co. 0.17% Reduce -0.2% 1,861 $512K
Awm Capital, LLC 0.08% No change 1,911 $511K
Savvy Advisors, Inc. 0.17% Add +0.3% 1,910 $511K
Uptick Partners, LLC 0.39% No change 1,961 $510K
CPA Asset Management Group, LLC 0.27% No change 1,904 $509K
Patten & Patten Inc. 0.04% Reduce -32.1% 1,899 $508K
Taylor Hoffman Wealth Management 0.21% No change 1,893 $507K
New Insight Wealth Advisors 0.30% Add +0.2% 1,895 $507K
Biechele Royce Advisors 0.17% Add +2.6% 1,884 $504K
Wealth Forward, LLC 0.39% Add +1.0% 1,880 $503K
Northside Capital Management, LLC 0.09% No change 1,880 $503K
Clayton Financial Group LLC 0.22% Add +14.9% 1,933 $502K
1834 Investment Advisors Co. 0.06% Reduce -1.3% 1,874 $501K
Ewa, LLC 0.21% Add +3.6% 1,830 $501K
Horizons Wealth Management 0.40% Add +0.9% 1,839 $498K
Spirepoint Private Client, LLC 0.07% Reduce -1.2% 1,854 $496K
Beverly Hills Private Wealth, LLC 0.11% No change 1,853 $496K
Windsor Advisory Group, LLC 0.99% Add +1.2% 1,850 $495K
SWAN Capital LLC 0.27% No change 1,849 $495K
Keeler Thomas Management LLC 0.17% Reduce -3.0% 1,846 $494K
Financial Guidance Group, Inc. 0.30% Reduce -16.6% 1,845 $494K
LifePro Asset Management 0.35% Reduce -3.7% 1,844 $493K
BCGM Wealth Management, LLC 0.17% Add +1.8% 1,844 $493K
Nova R Wealth, Inc. 0.25% Add +7.5% 1,840 $492K
First American Trust, FSB 0.05% No change 1,830 $490K
HMS Capital Management, LLC 0.25% No change 1,829 $489K
Bar Harbor Wealth Management 0.03% No change 1,825 $488K
Chilton Capital Management LLC 0.02% No change 1,825 $488K
ZWJ Investment Counsel Inc. 0.02% Reduce -2.3% 1,825 $488K
49 Wealth Management, LLC 0.10% Add +28.7% 1,811 $485K
Retirement Financial Solutions, LLC 0.23% No change 1,813 $485K
Blue Fin Capital, Inc. 0.10% Add +0.1% 1,812 $485K
Clearstead Trust, LLC 0.12% No change 1,811 $485K
ESL Trust Services, LLC 0.12% Add +16.8% 1,809 $484K
Family Investment Center, Inc. 0.14% No change 1,806 $483K
Richard C. Young & CO., LTD. 0.06% No change 1,804 $483K
Cary Street Partners Asset Management LLC 0.07% Add +3.4% 1,802 $482K
TFG Advisers LLC 0.19% Add +7.0% 1,794 $480K
Pasadena Private Wealth, LLC 0.11% Reduce -8.1% 1,792 $479K
Destiny Wealth Partners, LLC 0.09% No change 1,788 $478K
Prosperity Wealth Management, Inc. 0.23% No change 1,784 $477K
Gould Asset Management LLC 0.11% No change 1,775 $475K
Baker Tilly Wealth Management, LLC 0.19% Reduce -8.0% 1,774 $475K
One Wealth Advisors, LLC 0.10% Add +3.2% 1,789 $470K
Red Mountain Financial, LLC 0.57% — 1,753 $469K
Paragon Capital Management Ltd 0.09% Reduce -0.4% 1,749 $468K
Grey Fox Wealth Advisors, LLC 0.16% Add +3.1% 1,739 $467K
Zeit Capital LLC 0.38% No change 1,744 $467K
Charter Research & Investment Group, Inc. 0.37% Reduce -14.7% 1,744 $467K
Frisch Financial Group, Inc. 0.14% Add +4.5% 1,733 $464K
Stiles Financial Services Inc 0.18% New 1,734 $464K
First County Bank 0.24% Reduce -10.9% 1,733 $464K
Hibernia Wealth Partners, LLC 0.16% Reduce -54.7% 1,730 $463K
Wealthgarden F.S. LLC 0.49% — 1,728 $462K
Guardian Wealth Advisors, LLC 0.30% No change 1,724 $461K
Seascape Capital Management 0.17% Reduce -6.4% 1,723 $461K
Fifth Third Wealth Advisors LLC 0.04% New 1,723 $461K
Norden Group LLC 0.09% Reduce -8.6% 1,722 $461K
Westover Capital Advisors, LLC 0.12% Add +8.9% 1,718 $460K
Trillium Asset Management, LLC 0.01% No change 1,716 $459K
Great Lakes Advisors, LLC 0.00% Reduce -1.3% 1,715 $459K
Crane Advisory, LLC 0.09% No change 1,674 $456K
Cambridge Capital Management, LLC 0.34% No change 1,696 $454K
Trust Co. of Oklahoma 0.16% No change 1,694 $453K
Aull & Monroe Investment Management Corp 0.22% No change 1,693 $453K
Mirador Capital Partners LP 0.09% Add +11.4% 1,691 $452K
Americana Partners, LLC 0.04% No change 1,677 $449K
Triune Financial Partners, LLC 0.15% Add +25.8% 1,676 $448K
Quent Capital, LLC 0.05% Reduce -0.5% 1,675 $448K
Arcataur Capital Management LLC 0.16% No change 1,673 $448K
Ellis Investment Partners, LLC 0.09% Add +10.9% 1,672 $447K
Clarity Asset Management, Inc. 0.32% No change 1,672 $447K
Chemistry Wealth Management LLC 0.12% Add +3.0% 1,668 $446K
Diligent Investors, LLC 0.11% Add +0.3% 1,668 $446K
Jefferies Financial Group Inc. 0.01% Reduce -82.1% 1,666 $446K
Arcadia Wealth Management, LLC 0.25% Add +6.7% 1,662 $445K
BlueChip Wealth Advisors LLC 0.26% No change 1,656 $443K
Elser Financial Planning, Inc 0.07% — 1,656 $443K
Ameraudi Asset Management, Inc. 0.20% No change 1,652 $442K
Alta Wealth Advisors LLC 0.22% Add +6.1% 1,647 $441K
Strata Wealth Advisors, LLC 0.15% Reduce -26.2% 1,645 $440K
Mma Asset Management LLC 0.20% Reduce -5.0% 1,634 $437K
Callan Capital, LLC 0.04% Add +39.0% 1,628 $436K
Maple Capital Management, Inc. 0.04% Add +24.4% 1,628 $436K
Pioneer Wealth Management Group 0.23% Add +75.9% 1,627 $435K
Lummis Asset Management, LP 0.57% No change 1,626 $435K
Vestia Personal Wealth Advisors 0.46% — 15,091 $435K
Fulcrum Capital LLC 0.10% Reduce -10.4% 1,624 $434K
Oak Harvest Investment Services 0.07% Reduce -28.0% 1,613 $431K
Thrive Wealth Management, LLC 0.08% Add +2.6% 1,610 $431K
Elevated Capital Advisors, LLC 0.12% Reduce -7.2% 1,608 $430K
Indie Asset Partners, LLC 0.34% Add +81.2% 1,607 $430K
Beacon Financial Advisory LLC 0.16% Add +10.7% 1,604 $429K
Maripau Wealth Management LLC 0.29% New 1,597 $429K
Rollins Financial Advisors, LLC 0.07% Reduce -10.7% 1,602 $428K
Arthur M. Cohen & Associates, LLC 0.08% Reduce -38.4% 1,600 $428K
Point Windward Advisors Inc. 0.18% Reduce -4.3% 1,600 $428K
Trajan Wealth LLC 0.03% New 1,598 $427K
Northern Capital Management, Inc. 0.28% Reduce -3.1% 1,591 $426K
John G Ullman & Associates Inc. 0.06% New 1,588 $425K
Carmel Capital Partners, LLC 0.18% Add +1.0% 1,579 $422K
Optivise Advisory Services LLC 0.23% — 1,579 $422K
Spectrum Asset Management, Inc. (NB/CA) 0.20% No change 1,573 $422K
Zullo Investment Group, Inc. 0.19% No change 1,578 $422K
Vertex Planning Partners, LLC 0.11% Reduce -5.8% 1,577 $422K
ICA Group Wealth Management, LLC 0.25% Reduce -87.5% 1,576 $422K
FFG Partners, LLC 0.18% No change 1,575 $422K
Patten Group, Inc. 0.10% Reduce -0.6% 1,572 $421K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -7.6% 1,565 $419K
Chartist Inc. 0.22% Reduce -13.4% 1,560 $417K
Intellectus Partners, LLC 0.11% Reduce -10.6% 1,554 $417K
Triangle Securities Wealth Management 0.12% No change 1,557 $417K
TCWP LLC 1.02% New 1,555 $416K
Montecito Bank & Trust 0.08% No change 1,555 $416K
Fielder Capital Group LLC 0.16% No change 1,555 $416K
Edge Financial Advisors LLC 0.43% Add +3.5% 1,553 $416K
Keebeck Wealth Management 0.06% Reduce -0.7% 1,528 $410K
Sage Capital Management, LLC 0.21% No change 1,528 $409K
Sugar Maple Asset Management, LLC 0.39% No change 1,524 $408K
Bond & Devick Financial Network, Inc. 0.22% New 1,523 $407K
Legacy Advisors, LLC 0.05% No change 1,514 $406K
Sachem Hill LLC 0.09% Add +26.0% 1,514 $405K
Trivium Point Advisory, LLC 0.06% Add +4.0% 1,506 $403K
Riverwater Partners LLC 0.30% Reduce -7.0% 1,500 $401K
Rock Point Advisors, LLC 0.12% No change 1,500 $401K
Collective Family Office LLC 0.12% No change 1,500 $401K
BetterWealth, LLC 0.13% Add +1.9% 1,498 $401K
Coppell Advisory Solutions LLC 0.07% — 1,497 $400K
RE Dickinson Investment Advisors, LLC 0.24% No change 1,494 $400K
Retirement Systems of Alabama 0.00% No change 1,490 $399K
Coombe, Bender & Co LLC 0.23% Add +0.2% 1,487 $398K
Navalign, LLC 0.13% Add +11.5% 1,486 $397K
Strait & Sound Wealth Management LLC 0.20% Add +10.6% 1,482 $396K
Flagstone Financial Management 0.15% Add +1.1% 1,481 $396K
Affinity Wealth Management LLC 0.07% No change 1,478 $395K
Kure Advisory, LLC 0.32% Reduce -8.5% 1,475 $395K
Triton Wealth Management, PLLC 0.23% Add +18.7% 1,437 $393K
Tobias Financial Advisors, Inc. 0.08% Reduce -4.2% 1,469 $393K
Addison Advisors LLC 0.13% Add +0.5% 1,463 $391K
Fusion Capital, LLC 0.18% Add +3.1% 1,461 $391K
Peregrine Asset Advisers, Inc. 0.15% Add +1.0% 1,454 $389K
Encompass Wealth Advisors, LLC 0.10% Add +4.2% 1,444 $386K
Opus Capital Group, LLC 0.06% Add +3.0% 1,443 $386K
Swisher Financial Concepts, Inc. 0.39% Add +55.3% 1,426 $384K
Hamilton Capital, LLC 0.03% Reduce -22.0% 1,429 $382K
Lynch & Associates 0.09% No change 1,429 $382K
Stablepoint Partners, LLC 0.07% Add +0.6% 1,416 $382K
Parker Financial LLC 0.21% Reduce -0.6% 1,419 $380K
Novare Capital Management LLC 0.03% Reduce -2.8% 1,414 $378K
RKL Wealth Management LLC 0.04% No change 1,414 $378K
Schiavi & Co LLC 0.15% Add +30.0% 1,407 $376K
Paragon Private Wealth Management, LLC 0.21% New 1,406 $376K
Safeguard Investment Advisory Group, LLC 0.12% No change 1,406 $376K
Horizon Kinetics Asset Management LLC 0.01% Reduce -18.4% 1,405 $376K
Spectrum Investment Advisors, Inc. 0.27% New 1,403 $375K
Cardinal Strategic Wealth Guidance 0.14% No change 1,402 $375K
Buska Wealth Management, LLC 0.15% No change 1,398 $374K
NTV Asset Management LLC 0.05% Add +6.4% 1,393 $373K
Lockerman Financial Group, Inc. 0.68% Reduce -0.6% 1,392 $372K
Sterling Group Wealth Management, LLC 0.21% — 1,392 $372K
Willow Creek Wealth Management Inc. 0.04% Add +15.3% 1,390 $372K
Nelson Capital Management, LLC 0.07% Add +24.8% 1,390 $372K
Prosperity Financial Group, Inc. 0.23% No change 1,389 $371K
Burt Wealth Advisors 0.10% Reduce -11.8% 1,385 $371K
High Probability Advisors, LLC 0.07% Add +4.0% 1,379 $369K
tru Independence LLC 0.11% Add +5.9% 1,377 $368K
Garden State Investment Advisory Services LLC 0.13% No change 1,371 $368K
Vermillion & White Wealth Management Group, LLC 0.28% Add +3.0% 1,373 $367K
First Merchants Corp. 0.01% Reduce -19.6% 1,370 $366K
TrueWealth Advisors, LLC 0.14% Add +26.6% 1,369 $366K
Parker Investment Management, LLC 0.06% New 1,368 $366K
First Financial Bankshares Inc 0.01% Reduce -26.4% 1,367 $366K
Bensler, LLC 0.05% Reduce -0.3% 1,366 $366K
Nicholas Wealth, LLC. 0.26% Add +17.2% 1,359 $364K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.5% 1,350 $363K
Arkos Global Advisors 0.06% New 1,353 $362K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $360K
Kintra Wealth, LLC 0.26% Add +13.3% 1,346 $360K
Cypress Wealth Services, LLC 0.08% Add +2.9% 1,344 $360K
McCollum Christoferson Group LLC 0.11% No change 1,341 $359K
Oxinas Partners, LLC 0.24% Reduce -2.6% 1,340 $358K
Richardson Capital Management LLC 0.27% Add +63.4% 1,333 $357K
Act Two Investors LLC 0.07% New 1,318 $353K
Sachetta, LLC 0.15% Reduce -23.4% 1,307 $351K
Darrow Company, Inc. 0.23% Add +0.1% 1,312 $351K
Lifeworks Advisors, LLC 0.10% Reduce -58.9% 1,310 $350K
Fagan Associates, Inc. 0.06% Reduce -4.1% 1,309 $350K
Villere St Denis J & Co. LLC 0.03% No change 1,301 $348K
CoreFirst Bank & Trust 0.23% No change 1,300 $348K
Northcape Wealth Management, LLC 0.13% Add +62.5% 1,300 $348K
Pettyjohn, Wood & White, Inc. 0.07% No change 1,300 $348K
Atwood & Palmer Inc. 0.03% No change 1,300 $348K
Two Sigma Securities, LLC 0.02% No change 1,300 $348K
Peoples Bank 0.18% No change 1,299 $347K
Advisor Resource Council 0.46% Add +108.5% 7,511 $347K
Drake & Associates, LLC 0.12% Add +0.2% 1,295 $346K
Johns Hopkins University 0.01% Reduce -5.7% 1,293 $346K
Northwest Bancshares, Inc. 0.06% Reduce -1.4% 1,292 $346K
Revisor Wealth Management LLC 0.24% Add +16.1% 1,291 $345K
Obsidian Cio, LLC 0.08% Reduce -4.3% 1,290 $345K
Affinity Capital Advisors, LLC 0.07% Add +27.1% 1,286 $344K
Global Strategic Investment Solutions, LLC 0.04% No change 1,283 $343K
Avondale Wealth Management 0.23% No change 1,282 $343K
Advisory Resource Group 0.08% Add +0.2% 1,282 $343K
Secure Asset Management, LLC 0.06% Reduce -62.5% 1,270 $340K
Capital Investment Services of America, Inc. 0.03% Add +9.3% 1,270 $340K
Private Client Services, LLC 0.21% Add +9.7% 1,268 $339K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.8% 1,268 $339K
Purus Wealth Management, LLC 0.15% No change 1,262 $338K
WestHill Financial Advisors, Inc. 0.08% No change 1,253 $335K
Hazlett, Burt & Watson, Inc. 0.17% Reduce -1.6% 1,249 $335K
Dakota Community Bank & Trust NA 1.80% No change 1,250 $334K
LCNB Corp. 0.12% No change 1,250 $334K
Waterfront Wealth Inc. 0.09% Reduce -16.9% 1,247 $334K
Leeward Financial Partners, LLC 0.13% Add +4.3% 1,241 $332K
Paragon Advisors, LLC 0.12% Add +35.5% 1,241 $332K
Canandaigua National Bank & Trust Co. 0.04% New 1,237 $331K
Compton Financial Group, LLC 0.11% No change 1,232 $330K
Weybosset Research & Management LLC 0.12% No change 1,225 $328K
Orion Capital Management LLC 0.17% No change 1,222 $327K
Sentinel Pension Advisors, LLC 0.07% New 1,221 $327K
Better Money Decisions, LLC 0.25% Reduce -12.6% 1,221 $327K
Diversified Investment Strategies, LLC 0.23% No change 1,220 $326K
Northstar Asset Management Inc. 0.08% No change 1,219 $326K
Peirce Capital Management, LLC 0.17% Reduce -61.6% 1,217 $326K
Leading Edge Financial Planning LLC 0.13% Add +1.6% 1,214 $325K
Private Capital Management, LLC 0.04% Reduce -6.2% 1,214 $325K
Elevate Wealth Advisory, Inc. 0.26% Reduce -0.6% 1,209 $324K
Vigilare Wealth Management 0.14% No change 1,209 $323K
Red Tortoise LLC 0.18% No change 1,208 $323K
Essex Investment Management Co. LLC 0.06% No change 1,206 $323K
AAF Wealth Management, LLC 0.17% New 1,206 $323K
Unique Wealth, LLC 0.08% Reduce -0.6% 1,197 $320K
Cape Investment Advisory, Inc. 0.14% Reduce -11.2% 1,192 $319K
Condor Capital Management 0.03% No change 1,192 $319K
Archford Capital Strategies, LLC 0.05% Add +48.9% 1,190 $318K
Westwood Holdings Group Inc. 0.00% No change 1,190 $318K
Intelligence Driven Advisers, LLC 0.04% Reduce -0.4% 1,185 $317K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $316K
American State Bank (Iowa) 0.20% No change 1,181 $316K
Montz Harcus Wealth Management LLC 0.20% Add +19.6% 1,180 $316K
Donaldson Capital Management, LLC 0.01% Add +8.1% 1,177 $315K
Strategic Advisors LLC 0.06% Reduce -11.3% 1,172 $313K
Solutions 4 Wealth, Ltd 0.71% Add +4.5% 1,171 $313K
Sound Income Strategies, LLC 0.02% Reduce -9.0% 1,169 $313K
Able Wealth Management LLC 0.26% Reduce -8.8% 1,162 $311K
Silvia McColl Wealth Management, LLC 0.26% No change 1,162 $311K
Prostatis Group LLC 0.11% Add +0.4% 1,160 $310K
Schrum Private Wealth Management LLC 0.28% New 1,151 $308K
Sharp Wealth Advisory, LLC 0.26% Reduce -22.1% 1,142 $305K
Walker Asset Management, LLC 0.20% No change 1,138 $304K
Financial Futures Ltd Liability Co. 0.19% Reduce -7.6% 1,138 $304K
MinichMacGregor Wealth Management, LLC 0.07% New 1,136 $304K
Pinnacle Family Advisors, LLC 0.17% Add +1.0% 1,136 $304K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $302K
Trinity Wealth Management, LLC 0.15% Add +9.4% 1,130 $302K
MIdWestOne Financial Group, Inc. 0.05% No change 1,130 $302K
Balboa Wealth Partners 0.08% New 1,129 $302K
Walter & Keenan Wealth Management LLC /in/ 0.10% Add +29.0% 1,129 $302K
GoalFusion Wealth Management, LLC 0.19% No change 1,127 $301K
True Link Financial Advisors, LLC 0.03% Add +20.6% 1,126 $301K
Signal Advisors Wealth, LLC 0.66% New 1,122 $301K
Main Management LLC 0.02% Reduce -6.7% 1,126 $301K
KM Capital Management Ltd. 0.16% No change 1,125 $301K
Ingalls & Snyder LLC 0.01% No change 1,121 $300K
Rezny Wealth Management, Inc. 0.08% New 1,120 $300K
Nilsine Partners, LLC 0.04% Reduce -12.5% 1,120 $300K
MKT Advisors LLC 0.15% Add +0.3% 1,100 $300K
Godshalk Welsh Capital Management, Inc. 0.20% No change 1,115 $298K
Guardian Financial Partners, LLC 0.20% No change 1,114 $298K
Castle Rock Wealth Management, LLC 0.07% No change 1,106 $296K
Andina Capital Management, LLC 0.22% New 1,105 $296K
Alamar Capital Management, LLC 0.18% — 1,100 $295K
Hofer & Associates. Inc 0.23% Add +14.2% 1,103 $295K
Laurel Wealth Advisors LLC 0.05% No change 1,100 $294K
Cowa, LLC 0.16% No change 1,098 $294K
Wealth Management Partners, LLC 0.14% Reduce -3.4% 1,096 $293K
M Holdings Securities, Inc. 0.04% New 1,086 $293K
Wedgewood Investors Inc. 0.35% — 1,094 $293K
Auxano Advisors, LLC 0.08% Reduce -31.4% 1,090 $292K
Chaney Capital Management, Inc. 0.19% New 1,090 $292K
West Branch Capital LLC 0.11% No change 1,087 $291K
M. Kulyk & Associates, LLC 0.07% Add +2.2% 1,087 $291K
Forte Asset Management LLC 0.17% No change 1,080 $290K
Halpern Financial, Inc. 0.08% Reduce -4.5% 1,083 $290K
WESPAC Advisors, LLC 0.23% Reduce -4.7% 1,081 $289K
Spectrum Planning & Advisory Services Inc. 0.28% — 1,070 $288K
Ruedi Wealth Management, Inc. 0.11% Reduce -71.7% 1,074 $287K
Private Wealth Strategies, L.L.C. 0.06% No change 1,073 $287K
Ballast, Inc. 0.09% No change 1,072 $287K
Verum Partners LLC 0.09% Add +5.0% 1,070 $286K
17 Capital Partners, LLC 0.20% Add +23.8% 1,065 $285K
Abich Financial Wealth Management LLC 0.19% Add +36.1% 1,064 $285K
Narwhal Capital Management 0.03% No change 1,061 $284K
Russell Investments Group, Ltd. 0.00% Add +449.2% 1,060 $284K
Fortis Advisors, LLC 0.20% Add +10.0% 1,059 $283K
Core Wealth Partners LLC 0.19% Add +0.3% 1,056 $283K
Mark Sheptoff Financial Planning, LLC 0.16% Add +1.0% 1,054 $282K
Fortem Financial Group, LLC 0.12% New 1,051 $281K
Hillcrest Wealth Advisors - NY, LLC 0.15% Reduce -12.5% 1,050 $281K
Fairway Wealth LLC 0.16% No change 1,046 $280K
Legacy Financial Group, Inc. 0.11% Add +0.1% 1,043 $279K
Commonwealth Financial Services, LLC 0.06% Add +0.3% 1,024 $279K
Vance Wealth, LLC 0.11% Add +2.0% 1,039 $278K
Cutter & CO Brokerage, Inc. 0.07% Reduce -5.5% 1,038 $278K
Laurel Wealth Planning LLC 0.19% No change 1,035 $277K
Financial Security Advisor, Inc. 0.09% Add +0.4% 1,028 $276K
Financial Consulate, Inc. 0.08% Add +7.5% 1,031 $276K
FSB Premier Wealth Management, Inc. 0.12% No change 1,030 $276K
Buffington Mohr McNeal 0.05% Reduce -1.0% 1,030 $276K
Concorde Asset Management, LLC 0.17% Reduce -23.1% 1,020 $273K
Tranquility Partners, LLC 0.10% Add +2.4% 1,019 $273K
Madison Park Capital Advisors, LLC 0.23% No change 1,015 $271K
Lafayette Investments, Inc. 0.06% Add +29.2% 1,014 $271K
Joule Financial, LLC 0.11% Add +12.0% 1,006 $270K
Goodwin Investment Advisory 0.12% No change 1,010 $270K
Epiq Partners, LLC 0.18% No change 1,001 $268K
TFC Financial Management, Inc. 0.05% Add +240.5% 1,001 $268K
Bantamac Capital, LLC 0.16% No change 1,000 $268K
JBF Capital, Inc. 0.04% No change 1,000 $268K
TRUE Private Wealth Advisors 0.03% Reduce -5.3% 998 $267K
Robinson Smith Wealth Advisors LLC 0.23% New 997 $267K
Dearborn Partners LLC 0.01% Reduce -11.6% 996 $266K
Cottage Street Advisors LLC 0.16% No change 995 $266K
G&S Capital LLC 0.12% Add +0.3% 962 $266K
Matisse Capital 0.13% No change 995 $266K
Dana Investment Advisors, Inc. 0.01% Reduce -0.4% 995 $266K
Sittner & Nelson, LLC 0.13% No change 990 $265K
Signature Resources Capital Management, LLC 0.22% Add +0.2% 989 $265K
Summit X, LLC 0.06% Add +19.4% 973 $263K
Lunt Capital Management, Inc. 0.13% No change 982 $263K
Toronto Dominion Bank 0.00% Reduce -2.0% 980 $262K
Mendota Financial Group, LLC 0.14% Reduce -4.9% 979 $262K
Farmers National Bank 0.08% Reduce -14.3% 975 $261K
Flaharty Asset Management, LLC 0.04% No change 975 $261K
Peterson Financial Group, Inc. 1.58% No change 972 $260K
Moulton Wealth Management, Inc. 0.23% New 944 $259K
GEM Asset Management, LLC 0.16% No change 966 $259K
Mengis Capital Management, Inc. 0.05% Reduce -7.1% 966 $258K
Koesten, Hirschmann & Crabtree, INC. 0.17% No change 994 $258K
Holderness Investments Co. 0.06% Add +23.6% 965 $258K
Lloyd Advisory Services, LLC. 0.12% New 963 $258K
American Financial & Tax Strategies Inc. 0.14% Reduce -8.1% 960 $257K
FMB Wealth Management 0.20% No change 959 $257K
Private Management Group Inc. 0.01% Add +2.7% 955 $255K
DDFG, Inc 0.08% No change 955 $255K
Rockport Wealth LLC 0.11% Add +0.1% 954 $255K
Heartwood Wealth Advisors LLC 0.03% Add +10.1% 952 $255K
River Street Advisors LLC 0.16% No change 951 $254K
Cadent Capital Advisors, LLC 0.10% No change 950 $254K
Orin Green Financial, LLC 0.12% New 949 $254K
TCV Trust & Wealth Management, Inc. 0.02% New 947 $253K
Provident Investment Management, Inc. 0.02% No change 946 $253K
Accent Capital Management, LLC 0.16% Add +2.7% 945 $253K
Northwest Bank & Trust Co 0.21% No change 938 $251K
North Point Portfolio Managers Corp. 0.04% No change 934 $250K
Heritage Trust Co 0.03% Add +2.3% 933 $250K
Mairs & Power Inc. 0.00% Add +12.4% 931 $249K
Riverbridge Partners LLC 0.00% Reduce -0.1% 925 $248K
Klingenstein Fields & Co. LP 0.01% No change 920 $246K
Seelaus Asset Management LLC 0.26% New 920 $246K
Woodstock Corp. 0.03% No change 920 $246K
Welch & Forbes LLC 0.00% Reduce -19.2% 917 $245K
Eastern Bank 0.01% No change 914 $245K
Stanley-Laman Group, Ltd. 0.03% Reduce -2.1% 913 $244K
Firethorn Wealth Partners, LLC 0.14% No change 911 $244K
Absher Wealth Management, LLC 0.03% New 911 $244K
JRM Investment Counsel, LLC 0.09% No change 910 $243K
Community Bank of Raymore 0.19% New 909 $243K
Pavion Blue Capital, LLC 0.12% No change 904 $242K
Alpha Omega Group, Inc. 0.31% Add +0.1% 903 $242K
TAP Consulting, LLC 0.05% Reduce -2.8% 901 $241K
Abbot Financial Management, Inc. 0.13% Add +12.6% 894 $239K
Mechanics Financial Corp 0.12% No change 893 $239K
Heritage Wealth Management, LLC 0.13% Add +2.4% 891 $238K
Heritage Family Offices, LLP 0.13% — 891 $238K
Birch Hill Investment Advisors LLC 0.01% No change 891 $238K
Future Financial Wealth Managment LLC 0.21% No change 889 $238K
Sloy Dahl & Holst, LLC 0.05% Add +1.6% 883 $236K
Nicollet Investment Management, Inc. 0.09% No change 881 $236K
KKM Financial LLC 0.11% Reduce -2.2% 881 $236K
DLK Investment Management, LLC 0.10% No change 880 $235K
Iowa State Bank 0.05% Reduce -1.7% 873 $234K
MBL Wealth, LLC 0.03% Reduce -3.2% 871 $233K
Vivid Wealth Management, LLC 0.13% Reduce -40.2% 871 $233K
SkyView Investment Advisors, LLC 0.04% No change 862 $231K
Middleton & Co. Inc. 0.03% No change 862 $231K
Sargent Investment Group, LLC 0.05% No change 860 $230K
Teamwork Financial Advisors, LLC 0.03% Reduce -27.6% 860 $230K
Old Port Advisors 0.07% New 858 $230K
Schulz Wealth, LTD. 0.19% Add +1.5% 858 $229K
Clark Financial Services Group Inc. 0.24% Add +0.5% 854 $229K
LVZ, Inc. 0.03% Reduce -2.2% 856 $229K
Hapanowicz & Associates Financial Services, Inc 0.13% Add +3.9% 853 $228K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% New 852 $228K
First Trust Direct Indexing L.P. 0.01% Add +8.6% 851 $228K
Orrstown Financial Services Inc. 0.12% No change 850 $227K
JSF Financial, LLC 0.07% No change 848 $227K
SRH Advisors, LLC 0.08% No change 848 $227K
KilterHowling LLC 0.15% Reduce -3.6% 848 $227K
Strategy Asset Managers LLC 0.05% Reduce -4.6% 1,029 $227K
Widmann Financial Services, Inc. 0.18% Reduce -13.7% 847 $227K
Nottingham Advisors, Inc. 0.03% Reduce -3.1% 847 $227K
Ellenbecker Investment Group 0.05% Reduce -1.5% 846 $227K
Kapstone Financial Advisors LLC 0.15% No change 845 $226K
Lauterbach Financial Advisors, LLC 0.15% Add +2.8% 857 $225K
Black Swift Group, LLC 0.05% No change 842 $225K
Olde Wealth Management, LLC 0.09% New 841 $225K
Zuckerman Investment Group, LLC 0.03% Add +0.6% 840 $225K
Bigelow Investment Advisors, LLC 0.11% Reduce -19.7% 840 $225K
Investmark Advisory Group LLC 0.12% Reduce -0.1% 839 $225K
ForthRight Wealth Management, LLC 0.08% No change 836 $224K
Sunbelt Securities, Inc. 0.02% Add +8.0% 835 $223K
CJM Wealth Advisers, Ltd. 0.08% No change 833 $223K
Ethos Financial Group, LLC 0.04% Add +0.7% 829 $223K
Marshall Financial Group, LLC 0.06% New 829 $222K
G2 Capital Management, LLC / Oh 0.07% No change 828 $221K
Spectrum Wealth Advisory Group, LLC 0.24% New 827 $221K
MidAtlantic Capital Management, Inc. 0.19% No change 827 $221K
Palo Alto Wealth Advisors, LLC 0.15% No change 822 $221K
StrongBox Wealth, LLC 0.10% Add +6.3% 824 $220K
McDonald Partners LLC 0.06% No change 822 $220K
Townsend & Associates, Inc 0.02% Reduce -3.9% 815 $220K
Oak Family Advisors, LLC 0.08% No change 821 $220K
Hobart Private Capital, LLC 0.06% No change 820 $219K
Cranbrook Wealth Management, LLC 0.05% Add +2.8% 820 $219K
Two West Capital Advisors LLC 0.21% — 818 $219K
Home Federal Bank of Tennessee 0.07% No change 816 $218K
GW Henssler & Associates Ltd. 0.01% No change 814 $218K
Barnes Pettey Financial Advisors, LLC 0.19% No change 812 $217K
Kennedy Investment Group, Inc. 0.11% Reduce -1.7% 804 $215K
E&G Advisors, LLC 0.06% New 804 $215K
Stonebridge Capital Advisors LLC 0.02% New 803 $215K
Horst & Graben Wealth Management LLC 0.04% Add +1.6% 803 $215K
Mittelman Wealth Management 0.14% New 803 $215K
Bright Futures Wealth Management, LLC. 0.12% New 816 $215K
Ade, LLC 0.14% No change 801 $214K
Occidental Asset Management, LLC 0.04% Reduce -0.3% 800 $214K
Guerra Pan Advisors, LLC 0.18% No change 800 $214K
Roth Financial Partners LLC 0.09% Add +1.9% 800 $214K
Selway Asset Management 0.09% No change 800 $214K
Joseph P. Lucia & Associates, LLC 0.11% No change 797 $213K
Iron Horse Wealth Management, LLC 0.08% Add +71.0% 795 $213K
Perissos Private Wealth Management, LLC 0.19% Reduce -5.7% 790 $211K
Gator Capital Management, LLC 0.11% New 785 $210K
Sterling Investment Counsel, LLC 0.08% Reduce -10.6% 783 $209K
Invictus Private Wealth, LLC 0.02% Add +0.1% 782 $209K
Stage Harbor Financial, LLC 0.20% Reduce -28.3% 781 $209K
MRA Advisory Group 0.12% No change 781 $209K
Monarch Capital Management Inc. 0.06% No change 777 $209K
Uncommon Cents Investing LLC 0.07% New 778 $208K
Pin Oak Investment Advisors Inc. 0.20% Reduce -4.7% 779 $208K
Stone House Investment Management, LLC 0.05% No change 775 $207K
Insight Wealth Strategies, LLC 0.03% Reduce -8.5% 775 $207K
Convergence Financial, LLC 0.05% New 775 $207K
Colonial Trust Co / SC 0.04% No change 775 $207K
Watchman Group, Inc. 0.07% New 774 $207K
Community Trust & Investment Co. 0.01% No change 774 $207K
Fenimore Asset Management Inc 0.00% Reduce -50.1% 773 $207K
Riverpoint Wealth Management Holdings, LLC 0.06% No change 771 $206K
Stewardship Advisors, LLC 0.07% New 767 $205K
HC Advisors, LLC 0.19% Reduce -99.5% 767 $205K
Wharton Business Group, LLC 0.01% New 765 $205K
Williamson Legacy Group, LLC 0.15% New 761 $204K
Raleigh Capital Management Inc. 0.09% Add +397.4% 761 $204K
Financial Life Advisors 0.08% Reduce -9.3% 758 $203K
Missouri Trust & Investment Co 0.08% No change 758 $203K
Bremer Bank National Association 0.04% Reduce -52.5% 757 $203K
Brewster Financial Planning LLC 0.17% New 756 $202K
Colonial Trust Advisors 0.02% Reduce -13.7% 753 $201K
Grunden Financial Advisory, Inc. 0.10% Reduce -2.9% 751 $201K
Riggs Asset Managment Co. Inc. 0.06% Add +119.3% 748 $200K
First Personal Financial Services 0.04% No change 732 $196K
Wellington Shields & Co., LLC 0.06% Reduce -21.5% 730 $195K
Turtle Creek Wealth Advisors, LLC 0.04% Add +34.3% 716 $192K
Bull Oak Capital, LLC 0.12% Add +7.8% 706 $189K
PFC Capital Group, Inc. 0.09% No change 700 $187K
4Thought Financial Group Inc. 0.11% Add +0.6% 681 $182K
Bell Investment Advisors, Inc 0.03% Add +301.9% 651 $174K
Rise Advisors, LLC 0.09% Reduce -0.9% 640 $171K
First Financial Corp. 0.09% No change 625 $167K
Financial Gravity Asset Management, Inc. 0.04% Reduce -7.4% 616 $165K
Luken Investment Analytics, LLC 0.08% Add +20.3% 610 $163K
Evolution Advisers, Inc. 0.09% Reduce 0.0% 32,472 $161K
Legacy Bridge, LLC 0.09% No change 600 $161K
Investors Research Corp 0.04% New 599 $160K
Bray Capital Advisors 0.04% Add +1.9% 596 $159K
Evergreen Private Wealth LLC 0.08% No change 594 $159K
Legacies Wealth LLC 0.14% Reduce -1.9% 579 $155K
Moser Wealth Advisors, LLC 0.08% Add +11.9% 566 $151K
Mowery & Schoenfeld Wealth Management, LLC 0.22% No change 562 $150K
Empirical Asset Management, LLC 0.06% New 50,324 $149K
Stuart Chaussee & Associates, Inc. 0.04% Add +15.6% 556 $149K
Global Wealth Strategies & Associates 0.05% Reduce -14.5% 548 $147K
DHJJ Financial Advisors, Ltd. 0.06% Add +22.5% 544 $146K
Lowe Wealth Advisors, LLC 0.07% No change 542 $145K
Global Financial Private Client, LLC 0.06% No change 539 $144K
Aspire Wealth Management Corp 0.08% No change 528 $141K
Cornerstone Planning Group LLC 0.04% Reduce -18.4% 550 $140K
Tower View Wealth Management LLC 0.08% No change 521 $139K
Wolff Wiese Magana LLC 0.11% No change 519 $139K
Eagle Bay Advisors LLC 0.08% No change 500 $134K
Creekmur Asset Management LLC 0.03% Add +5.0% 501 $134K
Wellington Shields Capital Management, LLC 0.02% No change 500 $134K
Voisard Asset Management Group, Inc. 0.06% Reduce -6.2% 485 $130K
Kiely Wealth Advisory Group, Inc. 0.07% No change 494 $129K
Castleview Partners, LLC 0.07% Add +10.8% 462 $124K
Ameritas Investment Partners, Inc. 0.00% No change 446 $119K
Tradewinds Capital Management, LLC 0.04% Reduce -1.1% 443 $119K
Nemes Rush Group LLC 0.01% Add +6.3% 408 $109K
NFSG Corp 0.04% Add +1.8% 405 $108K
Stephens Consulting, LLC 0.03% Reduce -8.4% 402 $108K
Nkcfo LLC 0.06% New 400 $107K
Silicon Valley Capital Partners 0.01% Reduce -0.3% 397 $106K
Fortis Group Advisors, LLC 0.02% No change 389 $104K
GW&K Investment Management, LLC 0.00% Add +35.0% 378 $101K
American Capital Advisory, LLC 0.07% Add +5.2% 423 $100K
Balefire, LLC 0.04% No change 373 $100K
Marquette Asset Management, LLC 0.02% No change 371 $99K
Compass Wealth Management LLC 0.02% Add +3.7% 363 $97K
CGC Financial Services, LLC 0.04% No change 361 $97K
Chesapeake Asset Management LLC 0.09% Reduce -79.4% 355 $95K
Rogco, LP 0.04% New 355 $95K
Founders Financial Alliance, LLC 0.03% No change 352 $94K
Bay Harbor Wealth Management, LLC 0.03% No change 349 $94K
Integrity Financial Corp 0.06% Add +63.5% 350 $94K
Motco 0.01% No change 344 $92K
Kelly Financial Services LLC 0.03% No change 342 $91K
Canton Hathaway, LLC 0.02% No change 340 $91K
Ulland Investment Advisors, LLC 0.07% No change 335 $90K
Strategic Investment Solutions, Inc. 0.03% — 322 $88K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $86K
Field & Main Bank 0.03% New 316 $85K
Spotlight Asset Group, Inc. 0.06% No change 314 $84K
JDM Financial Group LLC 0.06% No change 307 $82K
Resources Management Corp. /CT/ 0.01% No change 300 $80K
Ballast Advisors LLC 0.03% No change 298 $80K
Central Bank & Trust Co. 0.01% Add +622.0% 296 $79K
Prestige Wealth Management Group LLC 0.02% No change 293 $79K
Old Second National Bank of Aurora 0.02% No change 285 $76K
Activest Wealth Management 0.02% No change 282 $76K
Punch & Associates Investment Management, Inc. 0.00% Add +6.6% 273 $73K
Gen-Wealth Partners Inc 0.04% Add +23.6% 272 $73K
Running Point Capital Advisors, LLC 0.03% No change 270 $72K
Chris Bulman Inc 0.05% — 251 $67K
Unique Wealth Strategies, LLC 0.03% New 255 $66K
Triad Wealth Partners, LLC 0.03% New 236 $63K
Atticus Wealth Management, LLC 0.02% No change 228 $61K
Dagco, Inc. 0.02% No change 200 $54K
Redwood Wealth Management Group, LLC 0.04% New 191 $51K
Arcadia Investment Management Corp. 0.01% No change 185 $49K
SWS Partners 0.01% New 184 $49K
Quantum Capital Management, LLC / NJ 0.01% Reduce -3.7% 181 $48K
PSI Advisors, LLC 0.02% No change 180 $48K
Pension & Wealth Management Advisors, Inc. 0.03% No change 179 $48K
FSC Wealth Advisors, LLC 0.04% No change 179 $48K
1620 Investment Advisors, Inc. 0.04% New 173 $46K
Duncker Streett & Co. Inc. 0.01% No change 161 $43K
New England Capital Financial Advisors LLC 0.02% No change 160 $43K
Hartford Financial Management Inc. 0.01% Reduce -72.1% 155 $41K
FWL Investment Management, LLC 0.02% New 153 $41K
Wagner Wealth Management, LLC 0.01% No change 152 $41K
Front Row Advisors LLC 0.01% No change 150 $40K
TCTC Holdings, LLC 0.00% Add +16.8% 139 $37K
Mattson Financial Services, LLC 0.01% — 128 $34K
Birchbrook, Inc. 0.02% Add +3.3% 125 $33K
Clean Yield Group 0.01% No change 125 $33K
WR Wealth Planners, LLC 0.01% Add +53.8% 123 $33K
Wetzel Investment Advisors, Inc. 0.02% Add +376.0% 119 $32K
Northwest Capital Management Inc 0.01% Reduce -94.1% 118 $32K
City State Bank 0.01% No change 113 $30K
Friedenthal Financial 0.02% Add +1.8% 112 $30K
Wells Financial Advisors INC 0.02% No change 112 $30K
Valley Wealth Managers, Inc. 0.00% No change 110 $29K
Jamison Private Wealth Management, Inc. 0.00% No change 106 $28K
Hexagon Capital Partners LLC 0.01% Reduce -14.4% 101 $27K
Kozak & Associates, Inc. 0.01% No change 98 $27K
MTM Investment Management, LLC 0.01% No change 94 $25K
Timber Creek Capital Management LLC 0.01% New 93 $25K
Thompson Investment Management, Inc. 0.00% Reduce -23.1% 90 $24K
Cordgrass Capital Advisors, LLC 0.01% No change 81 $22K
Hoey Investments, Inc. 0.00% No change 75 $20K
Ramirez Asset Management, Inc. 0.00% No change 75 $20K
Broadwater Capital Management LLC 0.01% No change 72 $19K
Mb, Levis & Associates, LLC 0.01% No change 64 $17K
McClarren Financial Advisors, Inc. 0.15% Reduce -11.5% 55,374 $17K
Valued Wealth Advisors LLC 0.01% Add +1140.0% 62 $17K
MeadowBrook Investment Advisors LLC 0.01% Reduce -21.7% 90 $14K
Angeles Investment Advisors, LLC 0.00% No change 50 $13K
Semmax Financial Advisors Inc. 0.00% Add +33.3% 48 $13K
PFS Partners, LLC 0.01% No change 42 $11K
Redmont Wealth Advisors LLC 0.02% New 41 $11K
WestEnd Advisors, LLC 0.00% No change 39 $10K
Mascoma Wealth Management LLC 0.00% Reduce -64.2% 38 $10K
Chelsea Counsel Co. 0.00% No change 36 $10K
Bangor Savings Bank 0.00% Reduce -57.0% 34 $9K
Centerpoint Advisors, LLC 0.00% No change 35 $9K
Wiser Advisor Group LLC 0.01% Add +3.0% 34 $9K
Guardian Wealth Management, Inc. 0.01% No change 32 $9K
Game Plan Financial Advisors, LLC 0.00% No change 32 $9K
Lynx Investment Advisory 0.01% — 26 $7K
New Millennium Group LLC 0.00% New 23 $6K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $6K
PayPay Securities Corp 0.49% Reduce -56.9% 22 $6K
Clear Point Advisors Inc. 0.00% No change 22 $6K
Pathway Financial Advisers, LLC 0.00% New 22 $6K
Bank & Trust Co 0.00% — 21 $6K
Financial Network Wealth Advisors LLC 0.00% New 17 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $3K
Perritt Capital Management Inc 0.00% No change 8 $2K
Strengthening Families & Communities, LLC 0.00% New 8 $2K
Byrne Asset Management LLC 0.00% Reduce -72.7% 6 $2K
Legend Financial Advisors, Inc. 0.00% New 6 $2K
Financial Management Professionals, Inc. 0.00% Reduce -100.0% 2 $1K
PEAK6 Investments LLC 0.00% Reduce -98.4% 3 $757
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $268
Camelot Portfolios, LLC 0.00% New 1 $206

"% of holder's portfolio" is VTI's weight in each manager's 13F, not the share of VG Morningstar TS MKT ETF-US the manager owns.