VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q3 2024 (September 30)
2,851holders +71
128new positions
64sold out
7famous investors
$278.83avg. 13F price*

At the end of Q3 2024, 2,851 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 71 from Q2 2024. 128 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($14.4B), Rakuten Investment Management, Inc. ($12.2B) and Betterment LLC ($7.8B). 7 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$538.3M
Exits64$587.2M

All 13F filers, Q2 2024 → Q3 2024: 18,538,216 shares bought and 25,505,211 shares sold, net −6,966,995 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,851 holders

Vanguard Group Inc. 0.26% Add +10.2% 50,807,191 $14.4B
Rakuten Investment Management, Inc. 70.99% Add +3.5% 43,096,445 $12.2B
Betterment LLC 18.69% Reduce -2.3% 27,655,902 $7.8B
Wealthfront Advisers LLC 13.19% Add +1.3% 15,151,563 $4.3B
US Bancorp \de 4.78% Reduce -2.1% 13,152,289 $3.7B
LPL Financial LLC 1.64% Add +1.9% 12,994,777 $3.7B
Morgan Stanley 0.26% Add +2.0% 12,620,738 $3.6B
Bank of America Corp. 0.31% Reduce -6.2% 12,572,497 $3.6B
WealthNavi Inc. 36.84% Add +3.4% 11,372,065 $3.2B
Northern Trust Corp. 0.44% Reduce -3.2% 9,527,133 $2.7B
Allworth Financial LP 14.51% Add +1.6% 8,409,146 $2.4B
HB Wealth Management, LLC 22.75% Add +1.5% 7,833,992 $2.1B
Creative Planning 1.91% Reduce -3.3% 6,826,515 $1.9B
Envestnet Asset Management Inc. 0.58% Reduce -2.6% 6,325,784 $1.8B
Ballentine Partners, LLC 28.68% Reduce -0.5% 5,921,292 $1.7B
Wells Fargo & Company 0.39% Reduce -3.5% 5,735,813 $1.6B
UBS Group AG 0.34% Add +1.1% 4,269,515 $1.2B
Forvis Mazars Wealth Advisors, LLC 25.77% Add +3.1% 3,955,375 $1.1B
Nissay Asset Management Corp. /Japan 7.07% No change 3,944,205 $1.1B
JPMorgan Chase & Co. 0.08% Reduce -23.6% 3,477,899 $984.8M
Morningstar Investment Services LLC 9.20% Reduce -2.9% 3,198,533 $902.1M
Sequoia Financial Advisors, LLC 9.06% Add +1.7% 2,982,032 $844.4M
National Mutual Insurance Federation of Agricultural Cooperatives 6.84% Reduce -7.8% 2,686,800 $760.8M
Bank of New York Mellon Corp 0.14% Reduce -1.9% 2,627,563 $744.0M
Royal Bank of Canada 0.17% Add +4.5% 2,624,299 $743.1M
State of Tennessee, Department of Treasury 2.48% Add +4.1% 2,489,669 $705.0M
PNC Financial Services Group, Inc. 0.44% Add +1.8% 2,456,836 $695.7M
Ameriprise Financial Inc. 0.17% Add +1.2% 2,378,849 $672.7M
Raymond James Financial Services Advisors, Inc. 0.87% Reduce -1.2% 2,304,050 $652.4M
Commonwealth Equity Services, LLC 0.96% Reduce -9.5% 2,231,817 $632.0M
Cetera Investment Advisers 1.38% Reduce -6.1% 2,221,186 $629.0M
SCS Capital Management LLC 12.07% Reduce -1.3% 2,113,735 $598.5M
Goldman Sachs Group Inc. 0.11% Add +23.9% 2,064,430 $584.6M
Facet Wealth, Inc. 15.89% Add +3.9% 1,977,397 $558.1M
Cambridge Investment Research Advisors, Inc. 1.82% Add +15.4% 1,891,850 $535.7M
State of New Jersey Common Pension Fund D 2.06% Reduce -47.2% 1,762,800 $499.2M
Savant Capital, LLC 4.12% Add +85.2% 1,752,312 $496.2M
Brown Advisory Inc. 0.62% Add +50.9% 1,731,124 $490.2M
HighTower Advisors, LLC 0.72% Reduce -6.0% 1,723,701 $488.1M
Empower Advisory Group, LLC 1.59% Reduce -0.4% 1,663,173 $470.9M
Mariner, LLC 0.79% Add +0.5% 1,578,249 $446.9M
Ellevest, Inc. 24.08% Add +1.0% 1,535,858 $434.9M
Osaic Holdings, Inc. 0.95% Reduce -8.1% 1,483,095 $420.1M
Summit Financial, LLC 16.17% Reduce -5.1% 1,452,156 $412.5M
Patriot Investment Management Group, Inc. 30.27% Add +0.4% 1,455,619 $412.2M
Bank of Hawaii 16.52% Add +2.6% 1,395,039 $395.0M
Wealthcare Capital Management LLC 38.54% Reduce -5.7% 1,357,127 $384.3M
Focus Partners Wealth 1.21% Add +19.8% 1,342,575 $380.2M
Prime Capital Investment Advisors, LLC 5.20% Reduce -1.4% 1,289,732 $365.2M
Foster Group, Inc. 13.45% Add +0.0% 1,273,529 $360.6M
Lincoln National Corp. 11.53% Reduce -0.8% 1,271,208 $360.0M
Truepoint, Inc. 9.62% Reduce -1.4% 1,264,723 $358.1M
Sageworth Trust Co 21.12% Reduce -1.4% 1,251,061 $354.3M
Cerity Partners LLC 0.76% Reduce -16.3% 1,208,365 $342.2M
Private Advisor Group, LLC 2.03% Reduce -4.7% 1,153,604 $327.0M
Vista Capital Partners, Inc. 37.68% Reduce -0.9% 1,149,859 $325.6M
Wealthspire Advisors, LLC 3.19% Add +3.4% 1,107,356 $313.6M
Axiom Advisory, LLC 2.78% Add +2.4% 1,090,943 $297.6M
Novo Holdings A/S 14.61% No change 1,038,550 $294.1M
FMR LLC 0.02% Add +9.7% 1,003,801 $284.2M
Envestnet Portfolio Solutions, Inc. 0.91% Reduce -3.0% 990,040 $280.3M
Capstone Financial Advisors, Inc. 16.22% Add +5.6% 931,278 $263.7M
Gibson Capital, LLC 53.69% Add +0.9% 931,216 $263.7M
Tiaa Trust, National Association 0.78% Add +12.3% 921,707 $261.0M
Balyasny Asset Management L.P. 0.67% Reduce -51.4% 899,022 $254.6M
Cresset Asset Management, LLC 0.97% Add +0.7% 878,262 $249.4M
First Business Financial Services, Inc. 24.87% Reduce -3.0% 877,618 $248.5M
Northwestern Mutual Wealth Management Co. 0.22% Add +0.3% 870,635 $246.5M
Raymond James & Associates 0.15% Add +3.2% 868,412 $245.9M
Stephens Inc. 3.49% Add +2.0% 867,231 $245.6M
Bank of Montreal 0.11% Add +0.5% 867,905 $244.8M
Wealth Enhancement Advisory Services, LLC 0.52% Add +3.1% 855,666 $242.3M
Investure, LLC 16.54% Add +0.3% 844,587 $239.2M
Ritholtz Wealth Management 7.01% Add +1.5% 820,974 $232.5M
Citigroup Inc. 0.21% Reduce -3.6% 816,376 $231.2M
Caprock Group, LLC 8.34% Reduce -0.9% 806,774 $229.1M
Elm Partners Management LLC 16.15% Add +12.2% 798,146 $226.0M
Moss Adams Wealth Advisors LLC 23.89% Add +4.4% 769,007 $218.3M
Corient Private Wealth LP 0.34% Add +11.7% 1,217,693 $215.6M
Hardy Reed LLC 18.85% Add +5.2% 743,150 $210.4M
Verus Financial Partners, Inc. 22.88% Reduce -0.6% 744,338 $208.8M
Tidal Investments LLC 2.24% Add +14.1% 715,911 $202.7M
Cabot-Wellington, LLC 75.68% Reduce -1.6% 711,024 $201.3M
Kestra Advisory Services, LLC 1.11% Reduce -20.9% 710,775 $201.3M
Oxford Financial Group, LTD. LLC 12.62% Add +0.7% 702,989 $199.1M
Tanglewood Wealth Management, Inc. 21.74% Reduce -0.5% 666,472 $188.7M
Baird Financial Group, Inc. 0.37% Add +4.9% 666,327 $188.7M
Stifel Financial Corp. 0.20% Reduce -1.2% 665,919 $188.6M
Boston Standard Wealth Management, LLC 36.57% Add +3.2% 663,328 $187.8M
Rebalance, LLC 13.57% Add +1.1% 653,990 $185.2M
Agf Management Ltd. 0.92% Add +0.4% 634,507 $179.7M
Symetra Investment Management Co 62.13% Reduce -3.6% 617,288 $174.8M
Captrust Financial Advisors 0.51% Reduce -0.8% 604,652 $171.2M
Allen Investment Management, LLC 2.01% Add +0.2% 596,031 $168.8M
Pathstone Holdings, LLC 0.74% Reduce -5.4% 587,533 $166.4M
NorthCoast Asset Management LLC 1.17% Add +73.4% 832,861 $166.1M
Wilmington Savings Fund Society, FSB 2.97% Add +173.3% 584,766 $165.6M
Truist Financial Corp. 0.26% Reduce -18.6% 584,466 $165.5M
PrairieView Partners, LLC 16.82% Add +2.5% 571,625 $161.9M
Rockefeller Capital Management L.P. 0.43% Add +3.0% 558,414 $158.1M
Glenmede Trust Co. NA 0.75% Reduce -0.6% 556,652 $157.6M
AlTi Global, Inc. 3.67% Add +1.4% 537,576 $152.7M
Evoke Wealth, LLC 4.14% New 534,641 $151.9M
TruWealth Advisors, LLC 9.30% Add +1.5% 535,999 $151.8M
D.A. Davidson & Co. 1.25% Add +5.3% 533,585 $151.1M
Orion Porfolio Solutions, LLC 1.50% Reduce -4.5% 532,612 $150.8M
Orion Portfolio Solutions, LLC 1.50% Reduce -4.5% 532,612 $150.8M
Sendero Wealth Management, LLC 23.68% Add +2.0% 530,485 $150.2M
Chai Trust Co. LLC 7.06% Add +2.4% 526,747 $149.2M
Cardinal Point Capital Management ULC 23.76% Add +1.6% 501,829 $142.5M
N.E.W. Advisory Services LLC 14.00% Add +7.6% 501,642 $142.0M
Legacy Private Trust Co. 9.52% Add +19.5% 500,350 $141.7M
Compass Ion Advisors, LLC 17.26% Add +2.1% 498,133 $141.1M
Agilis Partners LLC 38.88% Reduce -0.0% 490,392 $138.9M
Vestmark Advisory Solutions, Inc. 5.12% Add +13.2% 485,392 $137.4M
RW Investment Management LLC 17.07% Add +1.1% 484,486 $137.2M
Plancorp, LLC 5.59% Add +6.5% 483,754 $137.0M
First National Bank & Trust Co. of Newtown 26.14% Reduce -0.7% 481,992 $136.5M
Beacon Investment Advisory Services, Inc. 5.68% Reduce -0.7% 481,922 $136.5M
Lhm, Inc. 42.69% Reduce -2.9% 477,654 $135.7M
Lindbrook Capital, LLC 11.91% Add +2.1% 474,523 $134.4M
Zhang Financial LLC 8.48% Reduce -1.4% 474,260 $134.3M
Cardiff Park Advisors, LLC 12.09% Add +1.5% 472,710 $133.9M
Rainwater Charitable Foundation 62.16% Add +5.2% 471,843 $133.6M
Beacon Wealthcare LLC 52.28% Add +0.9% 457,633 $129.6M
CoreCap Advisors, LLC 6.03% New 452,139 $128.0M
Alps Advisors Inc. 0.84% Reduce -2.8% 445,002 $126.0M
Towneley Capital Management, Inc / DE 28.42% Reduce -5.0% 443,124 $125.5M
MML Investors Services, LLC 0.45% Add +1.2% 436,850 $123.7M
Diversified Portfolios, Inc. 12.44% Add +0.3% 421,188 $119.3M
AQR Capital Management 0.16% Add +9.6% 419,638 $118.8M
WMS Partners, LLC 6.65% Add +4.7% 418,716 $118.6M
Joel Isaacson & Co., LLC 5.62% Add +5.8% 416,251 $117.9M
University of Massachusetts Foundation, Inc. 50.20% Reduce -14.6% 413,355 $117.0M
Taiyo Life Insurance Co. 9.22% No change 410,800 $116.3M
Lido Advisors, LLC 0.86% Add +19.3% 402,516 $114.0M
Avalon Advisory Group 50.51% Reduce -1.6% 393,500 $111.4M
Oakwell Private Wealth Management, LLC 32.02% Reduce -7.4% 393,193 $111.3M
Roble, Belko & Company, Inc 17.30% Add +0.3% 387,623 $109.8M
Efficient Advisors, LLC 6.86% Reduce -2.5% 386,391 $109.4M
Zions Bancorporation, N.A. 7.81% Reduce -47.0% 378,543 $107.2M
Revolve Wealth Partners, LLC 16.14% Reduce -0.3% 373,133 $105.7M
Mercer Global Advisors Inc. 0.24% Add +0.9% 373,013 $104.7M
Astoria Strategic Wealth, Inc. 30.61% Add +0.1% 369,026 $104.5M
Tanager Wealth Management LLP 13.98% Add +1.2% 365,823 $103.9M
Landaas & Co. /Wi 28.87% Add +0.0% 366,177 $103.7M
MAI Capital Management 0.99% Reduce -0.8% 364,934 $103.3M
Wealthcare Advisory Partners LLC 2.88% Reduce -15.7% 357,428 $101.2M
Provida Pension Fund Administrator 2.19% Add +563.4% 355,167 $100.6M
Regions Financial Corp. 0.72% Reduce -0.2% 354,245 $100.3M
Fifth Third Bancorp 0.36% Add +2.9% 352,395 $99.8M
Cliffwater LLC 23.05% Reduce -7.7% 351,962 $99.7M
Merit Financial Group, LLC 2.23% Add +20.2% 351,340 $99.5M
CENTRAL TRUST Co 2.33% Reduce -1.3% 350,875 $99.4M
Sage Mountain Advisors LLC 8.47% Add +5.3% 350,812 $99.3M
NewSquare Capital LLC 7.83% Add +1.8% 355,804 $98.4M
Financial Engines Advisors L.L.C. 0.21% Reduce -2.7% 346,272 $98.3M
CIBC Private Wealth Group LLC 0.18% Add +74.1% 345,798 $97.9M
Moneta Group Investment Advisors LLC 1.42% Reduce -3.4% 344,146 $97.4M
Global Endowment Management, LP 9.71% No change 339,574 $96.2M
Parkwood LLC 11.68% No change 338,846 $95.9M
Mission Wealth Management, LP 2.35% Reduce -1.8% 336,167 $95.2M
Stuart Investment Advisors, Inc. 52.61% Add +6.8% 330,405 $93.6M
HRT Financial LP 0.46% Add +1.3% 328,672 $93.1M
Kinsale Capital Group, Inc. 27.23% No change 326,312 $92.4M
D'Orazio & Associates, Inc. 13.08% Add +7.7% 324,639 $91.9M
GP Brinson Investments LLC 37.32% No change 322,196 $91.2M
Seaside Wealth Management, Inc. 34.38% Add +3.3% 321,181 $90.9M
Laird Norton Wetherby Wealth Management, LLC 4.13% Reduce -4.1% 318,869 $90.3M
Beacon Pointe Advisors, LLC 1.04% Reduce -2.1% 317,766 $90.0M
AEGON USA Investment Management, LLC 87.80% Reduce -0.7% 311,026 $88.1M
Yarbrough Capital, LLC 3.59% No change 310,912 $88.0M
Apella Capital, LLC 3.61% Add +0.8% 313,356 $87.9M
SAM Advisors, LLC 32.03% Reduce -0.7% 308,155 $87.3M
Segment Wealth Management, LLC 5.94% Add +2.6% 305,090 $86.4M
HUB Investment Partners, LLC 3.71% Add +8.2% 299,311 $84.8M
Equitable Holdings, Inc. 0.81% Add +11.4% 296,694 $84.0M
Wedmont Private Capital 4.74% Add +19.8% 296,463 $83.1M
Cambridge Associates LLC /Ma/ 3.10% Reduce -4.2% 292,377 $82.8M
Focus Partners Advisor Solutions, LLC 1.74% Reduce -10.6% 292,072 $82.7M
Jones Financial Companies LLLP 0.08% Add +27.9% 291,394 $82.2M
Lake Street Advisors Group, LLC 3.75% Add +1.2% 285,372 $81.1M
Circle Wealth Management, LLC 1.76% Reduce -1.1% 280,845 $79.5M
Becker Capital Management Inc. 2.58% Add +1.4% 279,715 $79.4M
Ieq Capital, LLC 0.97% Add +5.9% 280,322 $79.4M
AMG National Trust Bank 2.13% Reduce -7.6% 277,652 $78.6M
NewEdge Advisors, LLC 0.51% Add +8.1% 275,649 $78.1M
Sunesis Advisors, LLC 47.06% Reduce -0.2% 275,609 $78.0M
GM Advisory Group, LLC 4.67% Add +2.7% 275,133 $77.9M
Omnia Family Wealth, LLC 32.93% Add +3.0% 270,541 $76.8M
Morningstar Investment Management LLC 7.45% Add +11.7% 261,332 $75.4M
Heck Capital Advisors, LLC 8.57% Add +0.9% 262,504 $74.3M
Comerica Bank 0.29% Reduce -0.6% 262,004 $74.2M
Composition Wealth, LLC 1.71% Add +1.4% 261,747 $74.1M
Brighton Jones LLC 2.78% Reduce -9.3% 260,792 $73.8M
Blair William & Co. 0.22% Add +19.9% 260,429 $73.7M
Nadler Financial Group, Inc. 8.10% Add +1.7% 259,351 $73.4M
GSG Advisors LLC 24.10% Add +0.6% 259,801 $72.9M
Gleason Group, Inc. 13.30% Add +6.3% 256,382 $72.6M
GeoWealth Management, LLC 2.53% Reduce -10.9% 252,768 $71.6M
Sanctuary Advisors, LLC 0.45% Add +6.9% 241,213 $71.5M
TD Capital Management LLC 7.14% Reduce -0.5% 251,908 $71.3M
Garde Capital, Inc. 4.69% Reduce -13.1% 251,757 $71.3M
Sowell Financial Services LLC 3.29% Add +0.0% 249,148 $70.8M
BIP Wealth, LLC 4.78% Add +17.4% 247,804 $70.2M
Bessemer Group Inc. 0.11% Add +4.2% 244,260 $69.2M
Baker Ellis Asset Management LLC 9.78% Reduce -2.1% 244,182 $69.1M
Beacon Capital Management, LLC 9.80% Reduce -0.3% 243,684 $69.0M
Independent Order of Foresters 39.77% No change 243,302 $68.9M
Macquarie Group Ltd. 0.07% No change 243,302 $68.9M
Stash Investments, LLC 40.33% Add +5.8% 241,335 $68.3M
Two Sigma Investments, LP 0.16% Reduce -57.7% 239,850 $67.9M
Country Club Bank 4.53% Add +2.5% 240,353 $67.8M
Waverly Advisors, LLC 1.25% Reduce -17.2% 239,095 $67.7M
SYM FINANCIAL Corp 9.00% Add +112.5% 237,470 $67.2M
Avantax Advisory Services, Inc. 0.44% Add +5.2% 236,565 $67.0M
Luminvest Wealth Management LLC 27.77% Add +4.7% 234,512 $66.9M
ETF Portfolio Partners, Inc. 19.52% Add +4.9% 233,018 $66.0M
Hassell Wealth Management, LLC 27.53% Add +5.6% 233,794 $65.7M
Cherrydale Wealth Management, LLC 26.51% Add +0.7% 229,022 $64.8M
St. Louis Trust Co 9.05% Add +2.5% 227,011 $64.3M
MorganRosel Wealth Management, LLC 21.07% Reduce -0.8% 225,683 $63.9M
Litman Gregory Wealth Management LLC 5.33% Reduce -1.6% 225,113 $63.7M
Bailard, Inc. 1.64% Reduce -1.9% 222,902 $63.1M
KCM Investment Advisors LLC 2.15% Add +0.1% 222,556 $63.0M
Jaffetilchin Investment Partners, LLC 4.76% Reduce -2.2% 221,065 $62.6M
Twin Focus Capital Partners, LLC 9.84% Add +1.2% 220,259 $62.4M
First Bank & Trust 11.68% Reduce -1.0% 217,409 $61.6M
Haverford Trust Co 0.60% Reduce -2.2% 217,108 $61.5M
Wade Financial Advisory, Inc 20.64% Add +0.6% 216,615 $61.3M
Hanover Advisors Inc. 25.54% Reduce -0.6% 214,775 $60.8M
Stratos Wealth Partners, LTD. 0.89% Add +13.3% 214,268 $60.7M
Cedar Wealth Management, LLC 18.50% Reduce -0.2% 210,442 $59.6M
Abacus Planning Group, Inc. 10.55% Reduce -2.3% 208,467 $59.0M
Axos Invest Inc. 40.37% — 208,393 $59.0M
EPIQ Capital Group, LLC 16.97% Reduce -0.3% 207,578 $59.0M
Nicholas Hoffman & Company, LLC. 2.45% Reduce -0.2% 205,147 $58.1M
Evensky & Katz LLC 3.78% Add +0.2% 205,134 $58.1M
Prentice Wealth Management LLC 17.24% Add +1.9% 205,085 $58.1M
Operose Advisors LLC 18.52% Add +4.5% 202,190 $57.3M
Unconventional Investor, LLC 35.67% Add +3.6% 201,740 $57.1M
Clarius Group, LLC 4.00% Reduce -3.6% 202,001 $57.1M
Janney Montgomery Scott LLC 0.16% Add +11.7% 200,764 $56.8M
Wellspring Financial Advisors, LLC 6.75% Reduce -0.0% 6,184,524 $56.6M
Park Avenue Securities LLC 0.64% Reduce -3.4% 199,824 $56.6M
Briaud Financial Planning Inc 29.21% Add +2.0% 199,785 $56.6M
Choreo, LLC 0.82% Add +3.6% 198,294 $55.6M
Commerce Bank 0.34% Add +3.6% 195,904 $55.5M
University of Maryland Foundation, Inc. 39.01% No change 194,208 $55.0M
Johnson Financial Group, LLC 6.66% Reduce -0.7% 193,449 $54.8M
OLIO Financial Planning 23.02% Add +0.3% 229,747 $54.7M
Northstar Group, Inc. 9.94% Add +4.9% 192,880 $54.6M
Atria Wealth Solutions, Inc. 0.59% Reduce -1.7% 192,261 $54.6M
OneDigital Investment Advisors LLC 0.62% Add +1.3% 191,830 $54.3M
Main Street Financial Solutions, LLC 4.99% Reduce -0.5% 191,770 $54.3M
Regent Peak Wealth Advisors LLC 12.40% Add +4.6% 190,820 $54.0M
Laird Norton Wetherby Trust Company, LLC 7.07% Reduce -0.5% 189,960 $54.0M
EP Wealth Advisors, LLC 0.45% Add +11.1% 186,227 $52.7M
Smith, Moore & Co. 5.03% Add +0.8% 185,813 $52.6M
Hirtle & Co., LLC 2.49% Add +21.9% 185,510 $52.5M
Libra Wealth LLC 20.91% Add +0.3% 184,798 $52.3M
Alliancebernstein L.P. 0.02% Reduce -1.9% 181,141 $51.3M
Pinnacle Associates Ltd. 0.87% Add +0.6% 215,957 $51.2M
Trilogy Capital Inc. 2.57% Add +0.4% 180,006 $51.0M
Proffitt & Goodson Inc. 8.29% Add +4.2% 178,670 $50.6M
Baker Avenue Asset Management, LP 1.58% Add +14.9% 176,298 $49.9M
North Star Asset Management Inc. 2.23% Add +0.0% 175,831 $49.8M
REDW Wealth LLC 12.64% Reduce -4.1% 174,140 $49.3M
Monterey Private Wealth, Inc. 16.76% Add +7.1% 173,695 $49.2M
Wooster Corthell Wealth Management, Inc. 10.45% Reduce -0.6% 173,027 $49.0M
Winthrop Advisory Group LLC 6.04% Add +0.3% 172,109 $48.9M
Hemington Wealth Management 13.16% Reduce -1.0% 173,814 $48.8M
Magnolia Wealth Management, LLC 34.63% Reduce -3.7% 172,064 $48.7M
Ashford Advisors, LLC 11.27% Reduce -2.6% 170,996 $48.4M
Prudent Man Advisors, LLC 16.14% Add +1.4% 170,558 $48.3M
Greenline Partners, LLC 6.90% Add +1.2% 170,291 $48.2M
RIA Advisory Group LLC 16.93% — 169,285 $47.9M
Cypress Capital, LLC 12.31% Reduce -11.3% 168,573 $47.7M
Carlson Capital Management 2.02% Add +14.2% 168,394 $47.7M
Delphi Financial Group, Inc. 27.40% No change 168,090 $47.6M
Smith & Howard Wealth Management, LLC 13.39% Reduce -6.5% 168,075 $47.6M
WBH Advisory Inc. 4.48% Add +3.6% 166,934 $47.3M
Asset Allocation & Management Company, LLC 29.68% Reduce -0.5% 166,782 $47.2M
Steward Partners Investment Advisory, LLC 0.43% Add +8.4% 163,895 $46.4M
IFG Advisory, LLC 2.94% Add +1.0% 163,282 $46.2M
Linscomb Wealth, Inc. 2.27% Reduce -1.8% 161,748 $45.8M
Quaker Wealth Management, LLC 16.76% — 161,468 $45.7M
Affiance Financial, LLC 11.07% Add +2.1% 161,019 $45.6M
Rosenberg Matthew Hamilton 11.65% Add +11.2% 157,212 $44.5M
Portfolio Strategies, Inc. 6.01% Add +0.6% 157,248 $44.5M
Two Sigma Advisers, LP 0.10% Reduce -73.8% 156,939 $44.4M
Evanson Asset Management, LLC 3.13% Add +3.7% 156,590 $44.3M
JMG Financial Group, Ltd. 1.51% Reduce -11.6% 156,569 $44.3M
Arlington Trust Co LLC 9.65% Add +31.9% 156,024 $44.2M
Tennessee Valley Asset Management Partners 7.29% Reduce -4.7% 153,265 $44.1M
Kearns & Associates LLC 28.86% Add +23.3% 154,593 $43.8M
Concurrent Investment Advisors, LLC 1.30% Reduce -3.7% 154,454 $43.7M
Integrated Wealth Concepts LLC 0.53% Add +0.6% 154,291 $43.7M
Principal Financial Group Inc. 0.02% New 153,712 $43.5M
Red Wave Investments LLC 15.01% Reduce -2.2% 151,971 $43.0M
Parallel Advisors, LLC 1.01% Reduce -0.1% 151,682 $43.0M
Bordeaux Wealth Advisors LLC 7.74% Reduce -0.0% 151,122 $42.8M
Altus Wealth Management, LLC 19.96% Reduce -2.9% 150,278 $42.6M
Battery Global Advisors, LLC 23.07% Add +4.2% 149,461 $42.5M
Bartlett & Co. Wealth Management LLC 0.61% Add +1.6% 149,366 $42.4M
FRG Family Wealth Advisors LLC 7.57% Add +0.0% 149,412 $42.3M
Victory Capital Management Inc. 0.04% Add +0.3% 149,066 $42.2M
Baron Silver Stevens Financial Advisors, LLC 7.32% Add +1.3% 148,119 $41.9M
National Philanthropic Trust 0.75% Add +23.6% 146,646 $41.5M
Family CFO Inc 23.31% Add +0.2% 145,950 $41.3M
Fiducient Advisors LLC 4.77% Add +0.0% 145,260 $41.3M
Karpus Management, Inc. 1.15% Add +18.1% 145,703 $41.3M
Flagship Harbor Advisors, LLC 2.26% Reduce -1.8% 145,302 $41.1M
White Wing Wealth Management 31.57% Reduce -0.4% 144,745 $41.0M
North Star Investment Management Corp. 2.82% Add +1.2% 143,894 $40.7M
Flputnam Investment Management Co. 0.73% Reduce -40.6% 143,461 $40.6M
Cwm, LLC 0.17% Reduce -7.4% 143,114 $40.5M
Fiduciary Trust Co 0.57% Add +1.0% 143,050 $40.5M
Capitol Family Office, Inc. 49.82% Add +3.1% 142,067 $40.2M
Howe & Rusling Inc. 3.42% Add +7.1% 140,658 $39.8M
Bridgewater Advisors Inc. 4.14% Reduce -3.1% 137,699 $39.5M
Pacific Center for Financial Services 10.39% Add +1.1% 139,351 $39.5M
TLWM 7.88% Add +0.3% 137,253 $38.9M
Gibson Wealth Advisors LLC 31.61% Reduce -1.4% 137,165 $38.8M
Scissortail Wealth Management, LLC 9.38% Reduce -99.8% 445 $38.7M
Annex Advisory Services, LLC 1.23% Reduce -1.9% 136,295 $38.6M
United Capital Financial Advisors, LLC 0.32% Reduce -1.2% 135,702 $38.4M
Robertson Stephens Wealth Management, LLC 1.42% Add +15.0% 135,204 $38.4M
First Western Trust Bank 1.72% No change 134,895 $38.2M
Wrenne Financial Planning LLC 22.70% Add +9.7% 134,565 $38.1M
VERITY Wealth Advisors 26.64% Add +0.5% 133,810 $37.9M
Modera Wealth Management, LLC 0.48% Add +2.7% 133,045 $37.7M
Raffa Wealth Management, LLC 9.04% Add +3.5% 132,325 $37.5M
jvl associates llc 14.40% Reduce -3.0% 131,907 $37.4M
Balentine LLC 1.45% Reduce -0.4% 130,169 $36.9M
REAP Financial Group, LLC 9.02% Add +7.4% 129,970 $36.8M
Dynamic Advisor Solutions LLC 1.10% Reduce -0.8% 128,897 $36.5M
Rwa Wealth Partners, LLC 0.46% Add +1.1% 128,857 $36.5M
Equita Financial Network, Inc. 13.24% Add +26.5% 127,977 $36.2M
Seeds Investor LLC 13.49% Add +26.6% 127,500 $36.1M
Telos Capital Management, Inc. 3.73% Add +0.8% 125,541 $35.5M
Independent Financial Group, LLC 1.31% Add +1.1% 125,516 $35.5M
Diversified Trust Co. 0.89% Reduce -1.5% 125,005 $35.4M
Nuveen Asset Management, LLC 0.01% Add +26.0% 124,100 $35.4M
Everhart Financial Group, Inc. 7.79% Add +2.7% 125,642 $35.2M
Clearstead Advisors, LLC 0.55% Reduce -0.2% 124,121 $35.1M
U.S. Capital Wealth Advisors, LLC 1.24% Add +30.6% 123,153 $34.9M
O'Brien Wealth Partners LLC 6.76% Reduce -1.0% 121,700 $34.5M
CGN Advisors LLC 3.46% Reduce -0.2% 121,511 $34.4M
Gryphon Financial Partners LLC 4.74% Add +0.0% 121,407 $34.4M
Summit Trail Advisors, LLC 0.85% Add +6.5% 120,776 $34.3M
Compass Financial Group, INC 6.67% Reduce -0.7% 120,044 $34.0M
ICONIQ Capital, LLC 0.73% Add +0.3% 119,272 $33.8M
Pure Financial Advisors, LLC 0.81% Reduce -1.9% 118,925 $33.7M
BCM Advisors, LLC 7.70% Reduce -3.8% 119,079 $33.5M
Perigon Wealth Management, LLC 0.90% Add +0.8% 118,405 $33.5M
Breakwater Investment Management 13.98% Add +0.8% 118,263 $33.5M
Benchmark Financial Wealth Advisors, LLC 11.11% Reduce -1.5% 117,641 $33.3M
Chandler Asset Management, Inc. 6.25% No change 116,930 $33.1M
One Degree Advisors Inc 13.95% Reduce -0.5% 117,371 $33.1M
Weinberger Asset Management, Inc 14.05% Add +0.6% 116,463 $33.0M
New England Private Wealth Advisors LLC 5.30% Add +0.4% 116,106 $32.9M
Northeast Financial Consultants Inc 1.44% Add +0.6% 115,887 $32.8M
Valmark Advisers, Inc. 0.51% Reduce -2.6% 115,489 $32.7M
First PREMIER Bank 8.13% Reduce -1.1% 115,219 $32.6M
Penney Financial, LLC 22.17% Add +4.2% 114,800 $32.5M
WealthPlan Investment Management, LLC 3.28% Add +293.4% 114,454 $32.4M
Wick Capital Partners, LLC 10.45% Add +5.9% 114,160 $32.3M
Roger Wittlin Investment Advisory, LLC 18.57% Add +8.2% 113,997 $32.3M
Dynasty Wealth Management, LLC 0.97% Add +0.4% 113,587 $32.2M
Townsquare Capital LLC 0.38% Add +10.0% 113,228 $32.1M
Liberty Capital Management, Inc. 7.07% Add +0.8% 112,890 $32.0M
Principal Securities, Inc. 0.77% Reduce -2.0% 111,964 $31.7M
Sterling Wealth Management, Inc. 11.64% Reduce -6.0% 110,156 $31.2M
Pinnacle Financial Partners Inc 0.63% Reduce -1.3% 110,106 $31.2M
VPR Management LLC 10.85% No change 110,000 $31.1M
David Kennon Inc 12.21% Reduce -0.9% 109,552 $31.0M
Pinnacle Wealth Management Advisory Group, LLC 2.94% Add +9.2% 108,631 $30.8M
Keybank National Association 0.12% Reduce -4.4% 108,471 $30.7M
Smithfield Trust Co 1.50% Reduce -13.8% 108,357 $30.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.64% Add +15.7% 108,059 $30.6M
Nisa Investment Advisors, LLC 0.18% Add +32.7% 107,445 $30.5M
Fifth Third Securities, Inc. 2.89% Reduce -2.1% 107,775 $30.5M
Allegiance Financial Group Advisory Services LLC 10.55% Add +4.3% 107,081 $30.3M
GenTrust, LLC 1.48% Add +176.9% 106,663 $30.3M
Tsfg, LLC 6.59% Reduce -4.0% 106,560 $30.2M
Beacon Financial Strategies CORP 20.31% Reduce -4.1% 105,289 $29.8M
Cary Street Partners Investment Advisory LLC 1.09% Add +1.7% 105,095 $29.8M
Cozad Asset Management Inc. 2.83% Add +2.5% 104,645 $29.6M
Skyline Advisors, Inc. 12.06% Reduce -0.2% 103,448 $29.3M
Mutual Advisors, LLC 0.86% Reduce -12.7% 102,308 $29.2M
Opus Investment Management Inc. 20.48% Reduce -22.7% 102,994 $29.2M
Keystone Financial Group 3.74% New 102,628 $29.1M
Frank, Rimerman Advisors LLC 2.06% Reduce -0.7% 102,527 $29.0M
Brooklyn FI, LLC 10.19% Add +2.7% 102,172 $28.9M
Coldstream Capital Management Inc. 0.62% Add +48.1% 100,514 $28.8M
Peak Financial Management, Inc. 8.47% Reduce -0.7% 101,846 $28.8M
Integris Wealth Management, LLC 8.03% Add +2.1% 101,528 $28.7M
Ashford Capital Management Inc. 3.59% Add +17.5% 101,519 $28.7M
Blankinship & Foster, LLC 7.00% Reduce -1.0% 101,202 $28.7M
LPF Advisors LLC 24.38% Add +2.2% 100,641 $28.5M
AllSquare Wealth Management LLC 16.14% Add +1.6% 100,343 $28.4M
Bfsg, LLC 3.29% Add +3.8% 100,039 $28.3M
Graypoint LLC 1.81% Reduce -1.9% 99,775 $28.3M
Bush Investment Group, LLC 22.53% Add +0.8% 99,520 $28.2M
Obermeyer Wealth Partners 1.51% Add +4.6% 99,352 $28.1M
Morling Financial Advisors, LLC 10.62% Add +8.4% 98,455 $27.9M
Cobblestone Capital Advisors LLC 1.56% Reduce -0.2% 98,409 $27.9M
Atria Investments, Inc 0.35% Reduce -10.6% 98,192 $27.8M
Ebor Charitable Trust 56.09% Reduce -1.6% 97,901 $27.7M
Choate Investment Advisors 0.71% No change 97,885 $27.7M
Harbour Investments, Inc. 0.83% Add +18.0% 97,386 $27.6M
Leonard Rickey Investment Advisors P.L.L.C. 6.23% Add +3.1% 96,986 $27.5M
Mather Group, Llc. 0.35% Reduce -8.8% 96,904 $27.4M
HBK Sorce Advisory LLC 0.84% Reduce -1.6% 96,869 $27.4M
Trellis Wealth Advisors LLC 13.70% Reduce -3.4% 96,621 $27.4M
Financial Architects, LLC 17.46% Add +0.2% 95,693 $27.1M
Roundview Capital LLC 1.95% Add +3.1% 95,211 $27.0M
Financial Advocates Investment Management 1.52% Add +2.2% 96,348 $26.8M
Great Valley Advisor Group, Inc. 0.66% Add +6.0% 94,392 $26.7M
Annis Gardner Whiting Capital Advisors, LLC 7.53% Add +39.6% 94,051 $26.7M
Burrus Financial Services, Inc. 13.14% Reduce -48.8% 93,664 $26.5M
Monashee Investment Management LLC 2.94% No change 93,660 $26.5M
Jacobi Capital Management LLC 2.00% Add +309.2% 93,507 $26.5M
My Personal CFO, LLC 14.49% Add +5.4% 93,318 $26.4M
NewEdge Wealth, LLC 0.48% Add +1.3% 93,192 $26.4M
Quantinno Capital Management LP 0.34% Add +21.4% 92,838 $26.3M
Aspiriant, LLC 0.98% Reduce -0.8% 91,543 $25.9M
Clarity Wealth Advisors, LLC 7.49% Add +2.5% 90,962 $25.8M
PFG Advisors 1.62% Reduce -2.5% 90,804 $25.7M
Washburn Capital Management, Inc. 18.42% Reduce -3.4% 90,783 $25.7M
BBR Partners, LLC 1.94% Reduce -0.8% 89,849 $25.4M
Crescent Grove Advisors, LLC 2.57% Reduce -3.1% 88,560 $25.2M
Brass Tax Wealth Management, Inc. 5.36% Reduce -1.9% 88,344 $25.0M
Woodmont Investment Counsel LLC 1.87% Add +0.8% 87,896 $24.9M
Washington Capital Management, Inc. 18.95% Add +5.7% 86,568 $24.5M
Financial Counselors Inc. 0.36% Reduce -0.8% 86,252 $24.4M
Great Diamond Partners, LLC 6.20% Reduce -7.6% 86,231 $24.4M
Principle Wealth Partners LLC 1.72% Add +1.7% 85,650 $24.3M
Edge Capital Group, LLC 1.07% Reduce -0.9% 85,536 $24.2M
Ogorek Anthony Joseph /NY/ 8.25% Add +0.2% 84,899 $24.0M
Clear Harbor Asset Management, LLC 1.98% Add +1.9% 84,700 $24.0M
Venture Visionary Partners LLC 1.06% Reduce -6.5% 84,607 $24.0M
Capital Advisors, Ltd. LLC 2.93% Add +1.2% 83,444 $23.6M
IHT Wealth Management, LLC 0.67% Add +46.6% 83,686 $23.6M
Tudor Investment Corporation 0.26% Add +102.1% 83,294 $23.6M
Cordant, Inc. 11.96% Add +0.1% 82,600 $23.4M
Northwest Wealth Management, LLC 5.42% Add +1.8% 82,023 $23.2M
Precedent Wealth Partners, LLC 7.63% Reduce -0.0% 81,717 $23.1M
Global Retirement Partners, LLC 0.70% Reduce -30.4% 81,611 $23.1M
AllGen Financial Advisors, Inc. 7.48% Add +587.0% 81,384 $23.0M
Latigo Investments, LLC 11.18% No change 80,845 $22.9M
Kestra Private Wealth Services, LLC 0.42% Reduce -8.3% 80,679 $22.8M
Connecticut Wealth Management, LLC 1.10% Reduce -2.3% 80,591 $22.8M
CWA Asset Management Group, LLC 1.20% — 79,531 $22.5M
RFG Advisory, LLC 0.68% Reduce -2.6% 79,302 $22.5M
AdvisorNet Financial, Inc 1.67% Reduce -1.5% 78,910 $22.3M
Sensible Financial Planning & Management, LLC. 4.39% Add +1.7% 78,499 $22.2M
Foundations Investment Advisors, LLC 0.47% Add +8.7% 78,362 $22.2M
Horizon Wealth Management, LLC 4.42% Add +4.0% 78,118 $22.1M
Yousif Capital Management, LLC 0.24% Add +0.7% 76,973 $21.8M
Pacific Capital Wealth Advisors, Inc. 3.65% Reduce -8.0% 76,760 $21.7M
First Horizon Advisors, Inc. 0.60% Add +2.0% 76,139 $21.6M
Wellington Management Group LLP 0.00% Reduce -6.5% 75,949 $21.5M
Mesirow Financial Investment Management, Inc. 0.42% Add +1.1% 75,839 $21.5M
Thrivent Financial for Lutherans 0.04% Add +13.0% 75,130 $21.3M
Shayne & Jacobs, LLC 5.34% Reduce -14.8% 75,127 $21.3M
Optas, LLC 4.88% Add +0.0% 74,979 $21.2M
Addis & Hill, Inc 16.08% Reduce -0.7% 74,145 $21.0M
CBIZ Investment Advisory Services, LLC 1.09% Reduce -3.8% 73,897 $21.0M
Prospera Financial Services Inc 0.53% Add +34.5% 73,862 $20.9M
Rockbridge Investment Management, LCC 2.70% Reduce -6.2% 73,690 $20.9M
J.W. Cole Advisors, Inc. 0.87% Add +4.3% 73,521 $20.8M
Gordian Advisors LLC 16.56% Add +12.6% 73,343 $20.8M
Sound View Wealth Advisors Group, LLC 1.69% Add +40.4% 73,321 $20.8M
Hollencrest Capital Management 0.85% Reduce -7.3% 72,917 $20.6M
Chicago Partners Investment Group LLC 0.73% Add +3.4% 72,285 $20.6M
Stock Yards Bank & Trust Co. 0.66% Reduce -2.3% 72,657 $20.6M
Kings Path Partners LLC 8.61% Add +6.9% 72,499 $20.5M
Continuum Advisory, LLC 2.62% Add +9.8% 69,664 $20.5M
Kraft, Davis & Associates, LLC 6.09% Reduce -1.1% 72,475 $20.4M
Sigma Investment Counselors Inc. 1.20% Reduce -1.8% 72,164 $20.4M
Firestone Capital Management 5.10% Add +4.1% 71,841 $20.3M
M&T Bank Corp 0.07% Reduce -1.1% 71,617 $20.3M
Cascade Investment Group, Inc. 14.82% Add +2.5% 71,418 $20.2M
Geneos Wealth Management Inc. 0.77% Reduce -5.8% 71,289 $20.2M
NORTHSTAR ASSET MANAGEMENT Co 4.62% Add +3.4% 71,229 $20.2M
Cornerstone National Bank & Trust Co 9.06% Add +3.7% 70,828 $20.1M
Shotwell Rutter Baer Inc 16.49% Add +1.6% 70,914 $20.1M
SpiderRock Advisors, LLC 0.43% Reduce -9.1% 70,609 $20.0M
Mayport, LLC 6.40% Add +3.9% 70,527 $20.0M
Cannon Financial Strategists, Inc. 3.49% Add +5.2% 70,496 $20.0M
Johnson Investment Counsel Inc. 0.20% Add +5.3% 70,251 $19.9M
Drucker Wealth 3.0, LLC 4.78% Add +1.4% 70,201 $19.9M
Barrett & Company, Inc. 8.56% Add +11.8% 69,742 $19.7M
Satovsky Asset Management LLC 4.43% Add +2.0% 69,364 $19.6M
Breed's Hill Capital LLC 16.04% No change 69,107 $19.6M
Advisory Services Network, LLC 0.40% No change 72,586 $19.4M
Industrial Alliance Investment Management Inc. 9.86% Reduce -1.0% 68,348 $19.4M
Warwick Investment Management, Inc. 4.59% Add +1.0% 68,336 $19.3M
Freestone Capital Holdings, LLC 0.67% Add +27.5% 68,014 $19.3M
Raab & Moskowitz Asset Management LLC 4.83% Reduce -0.3% 67,390 $19.1M
EverSource Wealth Advisors, LLC 1.21% Reduce -0.6% 67,180 $19.0M
Simon Quick Advisors, LLC 1.19% Reduce -13.5% 66,725 $18.9M
O'shaughnessy Asset Management, LLC 0.17% Add +6.3% 65,494 $18.9M
Altiora Financial Group, LLC 4.13% Add +4.4% 66,036 $18.7M
ArchPoint Investors 6.24% No change 65,721 $18.7M
Benjamin Edwards Inc. 0.27% New 65,044 $18.4M
Greenleaf Trust 0.16% Add +2.0% 64,618 $18.3M
Sinecera Capital, LLC 22.05% Add +15.6% 64,365 $18.3M
Community Bank, N.A. 2.30% No change 64,381 $18.2M
Caisse de depot et placement du Quebec 0.04% New 64,000 $18.1M
Cascade Financial Partners, LLC 2.27% Reduce -3.3% 62,928 $18.1M
Arax Advisory Partners 1.61% Add +1.0% 63,728 $18.0M
First Hawaiian Bank 0.58% Reduce -0.1% 63,239 $17.9M
FSM Wealth Advisors, LLC 4.75% Add +9.5% 63,218 $17.9M
Parisi Gray Wealth Management 5.88% Add +0.5% 62,927 $17.8M
FineMark National Bank & Trust 0.62% Reduce -9.2% 62,840 $17.8M
Thoroughbred Financial Services, LLC 1.14% Add +10.9% 62,189 $17.6M
Lodestar Private Asset Management LLC 2.23% Add +0.3% 61,910 $17.5M
5th Street Advisors, LLC 8.50% Reduce -2.5% 61,694 $17.5M
Cornerstone Wealth Management, LLC 1.23% Reduce -4.0% 61,594 $17.4M
Signaturefd, LLC 0.33% Add +7.9% 61,371 $17.4M
Cornerstone Wealth Group, LLC 1.44% Reduce -4.1% 61,269 $17.3M
Compass Advisory Group LLC 6.73% Add +0.0% 60,930 $17.3M
Apollon Wealth Management, LLC 0.49% Reduce -2.7% 60,872 $17.2M
Stokes Family Office, LLC 1.88% Reduce -0.0% 60,832 $17.2M
Peterson Wealth Advisors, LLC 3.24% Reduce -4.7% 60,622 $17.2M
Almanack Investment Partners, LLC. 2.69% Reduce -3.8% 60,510 $17.1M
BWM Planning, LLC 7.58% — 60,370 $17.1M
Palisades Hudson Asset Management, L.P. 7.20% Reduce -0.3% 60,265 $17.1M
Federation des caisses Desjardins du Quebec 0.08% Reduce -5.0% 60,187 $17.0M
MontVue Capital Management, Inc. 13.06% Reduce -2.6% 60,066 $17.0M
Seven Post Investment Office LP 2.56% Add +0.2% 59,879 $17.0M
Strategic Wealth Investment Group, LLC 1.80% Reduce -49.6% 59,970 $16.8M
Portland Global Advisors LLC 2.10% Reduce -1.0% 59,096 $16.7M
Allspring Global Investments Holdings, LLC 0.03% Add +144.4% 59,020 $16.7M
Symmetry Partners, LLC 3.95% Reduce -82.2% 58,837 $16.7M
Glenview Trust Co 0.32% Reduce -0.2% 58,676 $16.6M
Avion Wealth 4.35% Reduce -5.1% 58,669 $16.6M
W.H. Cornerstone Investments Inc. 11.17% Add +23.4% 58,385 $16.5M
Long Island Wealth Management, Inc. 10.84% Add +0.2% 58,292 $16.5M
Aspen Grove Capital, LLC 3.65% Add +2.1% 58,102 $16.5M
Westside Investment Management, Inc. 3.50% Add +3.9% 57,959 $16.4M
Coastline Trust Co 1.93% Reduce -1.2% 57,958 $16.4M
Foster Dykema Cabot & Partners, LLC 1.37% Add +5.0% 57,620 $16.4M
Davis R M Inc. 0.32% Reduce -5.4% 57,761 $16.4M
AA Financial Advisors, LLC 4.73% Add +18.7% 57,701 $16.3M
Sageworth Trust Co of South Dakota 20.80% Reduce -0.4% 57,374 $16.2M
WealthPLAN Partners, LLC 2.18% Reduce -58.7% 57,304 $16.2M
Argent Trust Co 0.67% Reduce -0.8% 57,239 $16.2M
Monument Group Wealth Advisors, LLC 9.72% Reduce -1.8% 57,119 $16.2M
Cresta Advisors, Ltd. 8.45% Add +48.3% 57,087 $16.2M
UMB Bank, n.a. 0.25% Add +1.0% 56,999 $16.1M
Dorsey & Whitney Trust CO LLC 0.85% Reduce -0.3% 56,469 $16.0M
Sanctuary Wealth Management, L.L.C. 11.40% Reduce -3.1% 56,306 $15.9M
New England Asset Management Inc. 2.59% No change 56,165 $15.9M
Source Financial Advisors LLC 4.69% Reduce -0.5% 56,109 $15.9M
NorthRock Partners, LLC 0.52% Add +0.1% 55,530 $15.8M
Advisor OS, LLC 1.56% Add +1.9% 55,425 $15.7M
Empirical Finance, LLC 0.91% No change 55,374 $15.7M
Western Wealth Management, LLC 0.89% Add +20.0% 55,118 $15.6M
Legacy Financial Strategies, LLC 3.44% Add +2.8% 55,101 $15.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.36% Add +2.9% 54,818 $15.5M
Stratos Wealth Advisors, LLC 0.71% Add +3.5% 54,686 $15.5M
Elwood & Goetz Wealth Advisory Group, LLC 3.82% Reduce -1.3% 54,488 $15.4M
Goldstone Financial Group, LLC 2.68% Add +6.5% 54,400 $15.4M
Aptus Capital Advisors, LLC 0.23% Add +80.3% 54,321 $15.4M
Cornerstone Management, Inc. 3.21% Reduce -1.3% 54,238 $15.4M
StoneX Group Inc. 1.12% Add +1.0% 53,991 $15.3M
Root Financial Partners, LLC 2.45% Add +30.5% 54,126 $15.3M
Seldon Capital LP 8.64% No change 54,098 $15.3M
Proficio Capital Partners LLC 1.52% Reduce -64.2% 53,862 $15.3M
Modern Wealth Management, LLC 0.94% Add +7.2% 53,853 $15.2M
TCI Wealth Advisors, Inc. 1.28% Reduce -0.2% 53,591 $15.2M
Chevy Chase Trust Holdings, LLC 0.05% Add +10.1% 53,585 $15.2M
Keeley-Teton Advisors, LLC 1.67% Add +3.9% 53,572 $15.2M
Coston, McIsaac & Partners 4.28% Add +3.6% 53,519 $15.2M
Lanham O'Dell & Company, Inc. 8.47% Reduce -45.6% 53,301 $15.1M
Plotkin Financial Advisors, LLC 9.01% Add +8.0% 53,139 $15.0M
LexAurum Advisors, LLC 3.33% Add +5.2% 53,084 $15.0M
Sard Wealth Management Group, LLC 9.93% Add +0.9% 53,052 $15.0M
Mgo One Seven LLC 0.65% Add +1.1% 53,027 $15.0M
Callan Family Office, LLC 2.52% Add +13.1% 52,891 $15.0M
Trinity Financial Advisors LLC 6.70% Reduce -11.7% 49,280 $15.0M
New Covenant Trust Company, N.A. 14.48% Add +9.9% 52,964 $14.9M
MJP Associates Inc. 2.83% Add +1.8% 52,655 $14.9M
Applied Capital LLC 7.65% Add +0.1% 52,511 $14.9M
Annapolis Financial Services, LLC 4.39% Reduce -5.6% 52,384 $14.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.42% Reduce -10.3% 52,194 $14.8M
Associated Banc-Corp 0.43% Add +0.7% 52,144 $14.8M
Essential Planning, LLC. 6.04% Add +0.8% 51,984 $14.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.69% Reduce -0.7% 51,523 $14.6M
NBT Bank, N.A. 0.98% Add +6.9% 51,418 $14.6M
Carr Financial Group Corp 4.33% Add +7.8% 51,286 $14.5M
Dakota Wealth Management 0.33% Add +3.2% 51,023 $14.4M
LJI Wealth Management, LLC 2.93% Add +2.7% 50,676 $14.3M
McClarren Financial Advisors, Inc. 1.80% Add +11.2% 61,571 $14.3M
Manning & Napier Advisors LLC 0.16% Add +87.0% 50,269 $14.2M
Scarborough Advisors, LLC 2.30% New 50,255 $14.2M
World Investment Advisors 0.45% Add +313.7% 50,097 $14.2M
Natixis Advisors, LLC 0.03% Add +1.9% 49,927 $14.1M
JFS Wealth Advisors, LLC 0.95% Add +58.6% 49,911 $14.1M
NovaPoint Capital, LLC 4.38% Reduce -11.9% 49,852 $14.1M
Financial & Tax Architects, LLC 3.62% Reduce -17.2% 49,777 $14.1M
Conning Inc. 0.48% No change 49,266 $14.0M
Farnam Financial LLC 15.31% — 49,245 $13.9M
IFP Advisors, Inc 0.50% Add +51.0% 49,136 $13.9M
Integrated Advisors Network LLC 0.67% Add +2.8% 49,037 $13.9M
Headinvest, LLC 2.56% Add +1.3% 48,815 $13.8M
Pine Harbor Wealth Management, LLC 6.85% Reduce -9.1% 48,635 $13.8M
GoalVest Advisory LLC 3.96% Reduce -7.7% 48,590 $13.8M
Northland Capital Management LLC 7.83% Add +11.9% 48,347 $13.7M
Lane & Associates LLC 7.44% Add +5.1% 48,268 $13.7M
Atlantic Private Wealth, LLC 10.26% Reduce -0.6% 47,820 $13.5M
Clark Asset Management, LLC 2.90% Reduce -7.3% 47,751 $13.5M
Blackston Financial Advisory Group, LLC 6.94% New 47,426 $13.4M
Klingman & Associates, LLC 0.83% Add +6.1% 47,351 $13.4M
Sigma Planning Corp 0.41% Reduce -0.8% 47,289 $13.4M
Park National Corp. 0.47% Add +24.0% 47,146 $13.3M
&partners 0.26% Add +65.5% 46,852 $13.3M
Prudential Financial Inc. 0.02% Add +6.9% 46,954 $13.3M
Aspect Partners, LLC 7.40% Reduce -1.0% 46,591 $13.2M
Maiden Cove Capital, LLC 20.43% Add +11.8% 46,265 $13.1M
Shelter Mutual Insurance Co 3.09% No change 43,850 $13.0M
Ameritas Advisory Services, LLC 0.56% Reduce -32.4% 45,602 $12.9M
Badgley Phelps Wealth Managers, LLC 0.30% Add +7.0% 45,466 $12.9M
WASHINGTON TRUST Co 0.45% Add +6.6% 45,588 $12.9M
Chilton Investment Co. Inc. 0.34% No change 45,516 $12.9M
One Capital Management, LLC 0.41% Add +1.2% 45,301 $12.8M
Webster Bank, N. A. 1.37% Reduce -6.1% 45,301 $12.8M
Burns J W & Co. Inc. 1.67% Add +11.0% 45,257 $12.8M
Wilson & Boucher Capital Management, LLC 8.81% Add +22.5% 45,170 $12.8M
Canopy Partners, LLC 5.50% Reduce -5.6% 45,140 $12.8M
AE Wealth Management LLC 0.12% Add +0.4% 45,108 $12.8M
Asset Management Group, Inc. 1.80% Reduce -1.6% 45,003 $12.7M
Allianz Asset Management GmbH 0.02% Add +904.0% 44,980 $12.7M
Silver Oak Securities, Incorporated 1.34% Add +51.6% 45,119 $12.7M
Leavell Investment Management, Inc. 0.63% Add +2.3% 44,800 $12.7M
Prairie Sky Financial Group LLC 7.22% Add +0.8% 44,872 $12.7M
WealthCollab, LLC 8.36% Add +4.5% 44,817 $12.7M
Johnson Financial Group, Inc. 0.58% Reduce -2.6% 44,372 $12.6M
Angeles Wealth Management, LLC 1.08% Reduce -0.5% 44,478 $12.6M
Ironwood Investment Management LLC 6.13% Add +4.8% 44,459 $12.6M
Nia Impact Advisors, LLC 4.18% No change 44,429 $12.6M
Harbor Investment Advisory, LLC 1.24% Reduce -2.4% 44,267 $12.5M
CW Advisors, LLC 0.17% Add +499.1% 43,899 $12.4M
SageView Advisory Group, LLC 0.63% Reduce -4.6% 43,759 $12.4M
Bristlecone Advisors, LLC 0.99% Add +0.3% 43,753 $12.4M
Fayez Sarofim & Co 0.03% No change 43,479 $12.3M
Clarity Capital Advisors, LLC 8.78% Add +18.5% 43,232 $12.2M
Fairview Capital Investment Management, LLC 0.66% Reduce -0.5% 43,049 $12.2M
LifeGuide Financial Advisors, LLC 5.20% Add +2.5% 43,023 $12.2M
Oppenheimer & Co. Inc. 0.18% Add +21.8% 42,777 $12.1M
Providence First Trust Co 5.12% Add +48.3% 42,629 $12.1M
Olistico Wealth, LLC 7.37% Add +4.6% 42,607 $12.1M
Wind River Trust Co 4.63% Reduce -5.0% 42,517 $12.0M
Schroder Investment Management Group 0.01% Add +212.8% 42,393 $12.0M
Perennial Investment Advisors, LLC 1.55% Reduce -3.7% 42,224 $12.0M
B. Riley Wealth Advisors, Inc. 0.33% Reduce -10.9% 42,385 $11.9M
Traphagen Investment Advisors LLC 1.21% Reduce -0.7% 42,195 $11.9M
Bokf, NA 0.21% Reduce -5.0% 42,612 $11.9M
Liberty Wealth Management LLC 2.03% Reduce -71.1% 42,136 $11.9M
Axxcess Wealth Management, LLC 0.30% Add +26.7% 42,016 $11.9M
Brookstone Capital Management 0.17% Add +21.2% 41,915 $11.9M
Philip James Wealth Mangement, LLC 1.50% Add +2.0% 41,696 $11.8M
CreativeOne Wealth, LLC 0.40% Add +18.3% 41,536 $11.8M
HT Partners LLC 4.16% Reduce -4.7% 41,493 $11.7M
Citizens Financial Group Inc. 0.24% Add +47.3% 41,296 $11.7M
Nations Financial Group Inc, /Ia/ 0.85% Add +19.4% 41,176 $11.7M
Evermay Wealth Management LLC 1.87% Reduce -4.3% 41,075 $11.7M
Concourse Financial Group Securities, Inc. 0.69% Reduce -0.7% 40,949 $11.6M
Savvy Advisors, Inc. 2.36% Add +2050.1% 41,067 $11.6M
Culbertson A N & Co. Inc. 1.86% Reduce -0.6% 40,880 $11.6M
Great Point Wealth Advisors, LLC 2.45% Reduce -2.9% 40,510 $11.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.66% Add +2.8% 40,494 $11.5M
Barclays PLC 0.01% Reduce -11.2% 40,392 $11.4M
IRON Financial LLC 6.19% Reduce -1.9% 40,140 $11.4M
McAdam, LLC 0.64% Add +4.4% 40,009 $11.3M
Fort Pitt Capital Group, LLC 0.32% Add +9.1% 39,805 $11.3M
Gilbert & Cook, Inc. 1.55% Reduce -12.6% 39,750 $11.3M
Kingsview Wealth Management, LLC 0.24% Add +6.3% 39,647 $11.2M
Maryland Capital Advisors Inc. 5.44% Reduce -3.7% 39,551 $11.2M
Abound Wealth Management 3.67% Add +2.7% 39,080 $11.1M
Sandy Cove Advisors, LLC 4.50% Reduce -0.2% 38,939 $11.0M
Strategic Financial Concepts, LLC 3.50% Reduce -99.6% 38,797 $11.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.08% Add +15.9% 38,621 $10.9M
Steph & Co. 3.48% Reduce -0.1% 38,593 $10.9M
Basso Capital Management, L.P. 9.88% No change 37,905 $10.7M
Cambridge Advisors Inc. 2.33% Reduce -1.6% 37,671 $10.7M
Ti-Trust, Inc. 7.64% Reduce -1.3% 37,668 $10.7M
Tortoise Investment Management, LLC 1.11% Add +0.4% 37,549 $10.6M
Nwam LLC 0.64% New 37,172 $10.5M
Modus Advisors, LLC 3.46% Reduce -0.2% 37,148 $10.5M
Monograph Wealth Advisors, LLC 1.37% Add +0.1% 36,991 $10.5M
Philadelphia Trust Co. 0.76% Add +0.2% 36,932 $10.5M
Signature Estate & Investment Advisors LLC 0.24% Reduce -0.9% 36,895 $10.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 3.97% Add +3.2% 36,945 $10.4M
Lantz Financial LLC 2.82% Add +2.8% 36,749 $10.4M
PGIM Custom Harvest LLC 0.21% Add +5.6% 36,655 $10.4M
Private Trust Co. NA 1.04% Add +1.3% 36,520 $10.3M
Franklin Resources Inc. 0.00% Add +0.2% 35,814 $10.3M
Cahill Wealth Management, LLC 5.32% Reduce -0.8% 36,422 $10.3M
Symphony Financial, Ltd. Co. 1.70% Add +4.2% 36,499 $10.3M
Azimuth Capital Investment Management LLC 0.40% Add +0.2% 36,186 $10.2M
Atlas Capital Advisors Inc. 1.56% Add +2.1% 36,036 $10.2M
LM Advisors LLC 2.08% Add +0.1% 35,851 $10.2M
Partners in Financial Planning 2.04% Add +8.1% 35,636 $10.1M
Van Cleef Asset Management,Inc 1.12% Add +802.1% 35,635 $10.1M
Versant Capital Management, Inc 2.30% Add +0.2% 35,582 $10.1M
Mill Creek Capital Advisors, LLC 0.24% Add +0.0% 35,547 $10.1M
FFT Wealth Management LLC 0.76% Reduce -18.0% 35,440 $10.0M
Arkadios Wealth Advisors 0.57% Add +5.6% 35,402 $10.0M
Safe Harbor Fiduciary, LLC 9.38% — 35,361 $10.0M
Intelligent Financial Strategies 5.50% Reduce -1.4% 35,178 $10.0M
Rinkey Investments 3.22% Reduce -6.5% 35,145 $10.0M
Highland Capital Management, LLC 0.57% Add +4.6% 35,065 $9.9M
Atlas Brown,Inc. 3.43% Reduce -0.0% 35,004 $9.9M
Raymond James Trust N.A. 0.21% Reduce -3.3% 34,862 $9.9M
Farther Finance Advisors, LLC 0.37% Add +18.3% 34,820 $9.9M
Koshinski Asset Management, Inc. 0.85% Reduce -1.4% 34,732 $9.8M
Efficient Frontier Advisors LLC 6.36% No change 34,689 $9.8M
Sequent Planning LLC 3.38% Reduce -5.1% 34,676 $9.8M
Professional Financial Advisors, LLC 2.54% Reduce -1.1% 34,657 $9.8M
Hall Laurie J Trustee 3.04% No change 33,870 $9.6M
Onyx Bridge Wealth Group LLC 1.44% Add +0.5% 33,831 $9.6M
Levin Capital Strategies, L.P. 0.93% No change 33,811 $9.6M
Summit Financial Wealth Advisors, LLC 1.79% Add +2.0% 33,743 $9.6M
Silver Oak Advisory Group, Inc. 4.89% Reduce -1.1% 33,658 $9.5M
Essex Financial Services, Inc. 0.68% Reduce -0.2% 33,086 $9.5M
Vernal Point Advisors, LLC 7.36% Reduce -4.5% 33,507 $9.5M
Bleakley Financial Group, LLC 0.29% Reduce -11.3% 33,357 $9.4M
Quadrant Capital Group LLC 0.66% Reduce -0.8% 33,323 $9.4M
Beacon Financial Group 1.03% Reduce -0.1% 33,220 $9.4M
TAP Consulting, LLC 1.85% Add +3578.3% 33,141 $9.4M
Capital Group Private Client Services, Inc. 0.09% Add +21.0% 33,135 $9.4M
Wealth Alliance Advisory Group, LLC 1.97% New 33,124 $9.4M
Bluespring Wealth Management, LLC 0.94% Reduce -4.5% 32,983 $9.4M
Sonata Capital Group Inc. 3.96% Reduce -1.3% 33,063 $9.4M
Glassman Wealth Services 1.60% Add +0.0% 33,046 $9.4M
Stonekeep Investments, LLC 7.21% Add +13.6% 32,995 $9.3M
Trust Point Inc. 0.70% Reduce -0.0% 32,950 $9.3M
Valeo Financial Advisors, LLC 0.26% Add +2.3% 32,688 $9.3M
American Money Management, LLC 1.85% Add +1.9% 32,653 $9.2M
Wedbush Securities Inc. 0.34% Reduce -12.4% 32,600 $9.2M
SteelPeak Wealth, LLC 0.41% Add +24.0% 32,490 $9.2M
Emprise Bank 5.31% Reduce -2.8% 32,569 $9.2M
Boston Mountain Money Management Inc. 5.33% Add +1.0% 32,413 $9.2M
Patriot Financial Group Insurance Agency, LLC 1.23% Add +0.3% 32,257 $9.1M
Relyea Zuckerberg Hanson LLC 1.39% Reduce -0.1% 32,237 $9.1M
Bouchey Financial Group, Ltd. 0.81% Reduce -1.3% 32,114 $9.1M
Petix & Botte Co 2.42% Add +4.0% 32,097 $9.1M
TD Waterhouse Canada Inc. 0.07% Reduce -0.3% 32,355 $9.1M
Great Lakes Retirement, Inc. 1.16% Add +2.2% 31,924 $9.1M
Rappaport Reiches Capital Management, LLC 2.41% Reduce -0.3% 31,976 $9.1M
Frazier Financial Advisors, LLC 7.03% Reduce -6.0% 31,952 $9.0M
Capital Square, LLC 5.49% Add +0.0% 31,935 $9.0M
GYL Financial Synergies, LLC 0.68% Reduce -9.0% 31,908 $9.0M
Cyndeo Wealth Partners, LLC 0.63% Add +25.9% 31,755 $9.0M
Sapient Capital LLC 0.18% Add +0.0% 31,625 $9.0M
Signet Financial Management, LLC 1.14% Add +0.6% 31,638 $9.0M
Carnegie Investment Counsel 0.26% Reduce -2.1% 31,527 $8.9M
Stonehage Fleming Financial Services Holdings Ltd 0.23% Add +31.9% 31,341 $8.9M
Bradley Foster & Sargent Inc. 0.15% Add +0.1% 31,282 $8.9M
SigFig Wealth Management, LLC 0.32% Reduce -5.0% 36,100 $8.8M
B.O.S.S. Retirement Advisors, LLC 1.78% Add +220.5% 31,213 $8.8M
Cypress Point Wealth Management, LLC 3.47% Reduce -1.5% 31,182 $8.8M
Patton Albertson Miller Group, LLC 1.20% Reduce -0.9% 31,151 $8.8M
Level Four Advisory Services, LLC 0.37% Add +14.6% 31,347 $8.8M
Forbes Financial Planning, Inc. 6.35% Add +1.8% 31,110 $8.8M
One Day In July LLC 0.99% Add +7.2% 31,041 $8.8M
SignalPoint Asset Management, LLC 2.05% Add +3.4% 31,093 $8.8M
Chesley Taft & Associates LLC 0.42% Reduce -1.9% 30,938 $8.8M
Titleist Asset Management, LLC 1.27% Add +12.6% 30,901 $8.7M
Meridian Wealth Management, LLC 0.43% New 30,887 $8.7M
Carolinas Wealth Consulting LLC 1.58% Add +1.1% 30,640 $8.7M
Jane Street Group, LLC 0.01% Add +430.7% 30,700 $8.7M
Sovereign Investment Advisors, LLC 2.85% Add +0.7% 30,660 $8.7M
Boston Financial Mangement LLC 0.26% Add +0.7% 30,637 $8.7M
Blue Bell Private Wealth Management, LLC 1.65% Reduce -2.1% 30,414 $8.6M
Newton One Investments LLC 3.45% Add +3.9% 30,361 $8.6M
FC Advisory LLC 2.89% Reduce -2.2% 30,344 $8.6M
Hall Kathryn A. 1.79% Add +4.2% 30,069 $8.5M
TPG Advisors LLC 6.65% Add +3.0% 30,039 $8.5M
Regal Investment Advisors LLC 0.59% Reduce -0.8% 29,949 $8.5M
Harfst & Associates, Inc. 1.90% Reduce -0.3% 29,807 $8.4M
Evergreen Wealth Management, LLC 5.07% Add +18.1% 29,778 $8.4M
Sharper & Granite LLC 3.76% Reduce -1.9% 29,762 $8.4M
Weaver Consulting Group 2.67% Reduce -0.4% 29,696 $8.4M
Financial Alternatives, Inc 5.91% Reduce -2.5% 29,682 $8.4M
Ancora Advisors LLC 0.19% Reduce -1.3% 29,675 $8.4M
DAVENPORT & Co LLC 0.05% Add +10.1% 29,592 $8.4M
1900 Wealth Management LLC 0.71% Reduce -5.1% 29,443 $8.3M
Waldron Private Wealth LLC 0.35% Add +16.8% 29,352 $8.3M
Sage Rhino Capital LLC 1.84% Add +1.8% 29,327 $8.3M
GC Wealth Management RIA, LLC 1.45% Reduce -2.5% 29,320 $8.3M
Focus Financial Network, Inc. 0.34% Reduce -3.0% 29,217 $8.3M
Next Capital Management LLC 3.38% Add +55.4% 29,274 $8.3M
Roberts Glore & Co. Inc. 2.40% Reduce -1.4% 29,256 $8.3M
Compass Financial Group, Inc. 3.83% Add +3.9% 29,198 $8.3M
Wealth Effects LLC 2.89% Add +10.6% 29,090 $8.2M
Ironwood Financial, llc 1.72% Add +7.5% 28,977 $8.2M
UNIVEST FINANCIAL Corp 0.54% Add +464.7% 28,827 $8.2M
Lansing Street Advisors 3.00% Add +1.6% 28,764 $8.1M
Graves Light Lenhart Wealth, Inc. 1.00% Reduce -7.2% 28,762 $8.1M
Dogwood Wealth Management LLC 4.68% Add +0.9% 28,748 $8.1M
Trek Financial, LLC 0.61% Reduce -2.1% 28,732 $8.1M
WFA of San Diego, LLC 6.88% Reduce -5.2% 28,695 $8.1M
Retirement Planning Group, LLC 0.44% Add +13.2% 28,592 $8.1M
Sterling Capital Management LLC 0.10% — 28,532 $8.1M
Belpointe Asset Management LLC 0.48% Add +8.0% 28,515 $8.1M
Kovack Advisors, Inc. 0.85% Add +9.7% 28,456 $8.1M
Arq Wealth Advisors, LLC 3.03% Reduce -0.7% 28,804 $8.0M
Phillips Financial Management, LLC 0.62% Add +2.1% 28,149 $8.0M
Vannoy Advisory Group, Inc. 5.79% No change 28,139 $8.0M
Diversify Advisory Services, LLC 0.43% Add +29.2% 27,485 $7.9M
Ferguson Wellman Capital Management, Inc. 0.15% Add +2.1% 27,875 $7.9M
Life Planning Partners, Inc 7.05% Add +1.0% 27,867 $7.9M
PFG Investments, LLC 0.51% Add +14.1% 27,851 $7.9M
Asset Dedication, LLC 0.53% Reduce -11.3% 27,570 $7.8M
Synovus Financial Corp. 0.09% Add +81.5% 27,491 $7.8M
Gridiron Partners, LLC 4.69% No change 27,335 $7.7M
Smallwood Wealth Investment Management, LLC 5.52% Reduce -0.0% 27,333 $7.7M
Ramiah Investment Group 7.24% Add +7.9% 27,141 $7.7M
Legacy Wealth Management, LLC 0.50% No change 26,995 $7.6M
Independent Advisor Alliance 0.28% Reduce -93.9% 26,888 $7.6M
Debussy Capital Management LP 2.21% Reduce -0.5% 26,825 $7.6M
Accredited Investors Inc. 0.43% Add +4.2% 26,809 $7.6M
Transcend Capital Advisors, LLC 0.51% Add +0.9% 26,758 $7.6M
ACT Advisors, LLC. 3.57% Reduce -3.4% 26,751 $7.6M
Oarsman Capital, Inc. 1.40% Reduce -16.4% 26,683 $7.6M
MassMutual Private Wealth & Trust, FSB 0.21% Reduce -1.7% 26,659 $7.5M
S.A. Mason LLC 4.00% Add +0.3% 26,630 $7.5M
Wealth Management Associates, Inc. 3.30% Add +0.5% 26,520 $7.5M
CFO4Life Group, LLC 1.33% Add +0.1% 26,487 $7.5M
Pachira Investments Inc. 5.78% Add +10.3% 26,486 $7.5M
Capital Investment Advisory Services, LLC 0.71% Reduce -3.1% 26,452 $7.5M
Trust Co 0.90% Reduce -3.3% 26,406 $7.5M
CVA Family Office, LLC 1.21% Reduce -0.9% 26,321 $7.5M
Guyasuta Investment Advisors Inc. 0.46% Add +36.4% 26,260 $7.4M
Fiduciary Financial Group, LLC 1.71% Add +1.0% 26,296 $7.4M
Eastern Bank 0.13% Add +2764.9% 26,185 $7.4M
Comprehensive Financial Management LLC 0.21% Reduce -2.0% 26,060 $7.4M
Mathes Company, Inc. 2.64% No change 26,140 $7.4M
HTLF Bank 0.80% Reduce -2.9% 26,073 $7.4M
Saxon Interests, Inc. 3.36% Reduce -0.0% 26,042 $7.4M
Highland Financial Advisors, LLC 2.60% Reduce -10.1% 25,880 $7.3M
Good Life Advisors, LLC 0.45% Add +10.2% 25,855 $7.3M
Advisory Alpha, LLC 0.26% Add +0.4% 25,744 $7.3M
Pitcairn Co. 0.43% Add +25.3% 25,717 $7.3M
Procyon Advisors, LLC 0.50% Add +7.3% 25,661 $7.3M
L & S Advisors Inc 0.85% Reduce -0.1% 25,522 $7.2M
Glen Eagle Advisors, LLC 1.22% Add +4.0% 25,484 $7.2M
Global Trust Asset Management, LLC 2.67% Reduce -3.2% 25,477 $7.2M
Heritage Investors Management Corp. 0.24% Reduce -12.2% 25,454 $7.2M
Integral Investment Advisors, Inc. 1.96% Add +2.3% 25,424 $7.2M
Greenhouse Wealth Management, LLC 4.84% Add +60.7% 25,368 $7.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -3.5% 25,100 $7.2M
Pure Portfolios Holdings LLC 2.70% — 25,260 $7.2M
Sand Hill Global Advisors, LLC 0.30% Reduce -0.4% 25,251 $7.2M
C M Bidwell & Associates Ltd. 4.35% Reduce -0.2% 25,100 $7.1M
Romano Brothers and Company 0.88% Add +0.3% 25,051 $7.1M
Arrowroot Family Office, LLC 4.10% Add +0.0% 24,865 $7.0M
WCG Wealth Advisors LLC 0.47% Add +13.8% 24,800 $7.0M
Keyes, Stange & Wooten Wealth Management, LLC 4.16% Reduce -0.7% 24,785 $7.0M
Fairhaven Wealth Management, LLC 2.14% Add +0.0% 24,643 $7.0M
Accel Wealth Management 2.57% Add +3.6% 24,366 $6.9M
Van Strum & Towne Inc. 2.38% Reduce -2.7% 24,237 $6.9M
Capital Analysts, LLC 0.28% Reduce -20.7% 24,201 $6.9M
Abundance Wealth Counselors 1.41% New 24,095 $6.8M
Seamount Financial Group Inc. 5.12% Add +7.4% 24,032 $6.8M
Beaird Harris Wealth Management, LLC 0.58% Add +13.4% 23,589 $6.7M
Forte Capital LLC 0.76% Reduce -0.7% 23,582 $6.7M
Synergy Asset Management, LLC 1.01% Add +13.8% 23,533 $6.7M
Global Wealth Management, LLC 4.50% — 23,504 $6.7M
Endowment Wealth Management, Inc. 4.37% Add +6.8% 23,458 $6.6M
Strategic Point Investment Advisors, LLC 1.09% Reduce -1.5% 23,427 $6.6M
Advus Financial Partners, LLC 1.89% Reduce -2.5% 23,416 $6.6M
Spinnaker Investment Group, LLC 1.62% Add +3.6% 23,341 $6.6M
Swmg, LLC 2.73% Add +8.8% 22,297 $6.6M
M3 Advisory Group, LLC 4.85% Add +3.3% 23,305 $6.6M
Cutler Investment Counsel LLC 0.83% Reduce -2.2% 23,200 $6.6M
Boston Family Office LLC 0.45% Reduce -0.5% 23,224 $6.6M
Snowden Capital Advisors LLC 0.20% Add +35.7% 23,025 $6.5M
Tyler-Stone Wealth Management 1.23% Add +124.9% 22,987 $6.5M
Gerber Kawasaki Wealth & Investment Management 0.30% Add +9.9% 22,886 $6.5M
RVW Wealth, LLC 0.60% Add +3.3% 22,819 $6.5M
Family Wealth Partners, LLC 3.30% Reduce -1.3% 22,795 $6.5M
Tenon Financial LLC 4.27% Add +5.8% 22,762 $6.4M
Weitzel Financial Services, Inc. 3.01% Add +5.6% 22,823 $6.4M
United Services Automobile Association 0.16% Reduce -7.6% 22,608 $6.4M
CX Institutional 0.28% Reduce -6.2% 22,354 $6.3M
Cibc World Market Inc. 0.01% Add +9.8% 22,213 $6.3M
Tenret Co LLC 3.95% No change 22,188 $6.3M
Painted Porch Advisors LLC 3.17% Add +0.5% 22,134 $6.3M
Sax Wealth Advisors, LLC 0.56% Add +8.8% 22,054 $6.2M
Stevens Capital Partners 2.98% Add +0.3% 22,023 $6.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.53% Add +36.2% 21,903 $6.2M
RHS Financial, LLC 3.12% Reduce -9.6% 21,878 $6.2M
Spire Wealth Management 0.21% Reduce -3.7% 21,863 $6.2M
Greenspring Advisors, LLC 1.35% Add +3.4% 21,825 $6.2M
Pullen Investment Management, LLC 4.52% Reduce -0.9% 21,825 $6.2M
Lokken Investment Group LLC 2.57% Add +2.3% 21,793 $6.2M
Washington Trust Bank 0.59% Add +0.7% 21,785 $6.2M
Journey Strategic Wealth LLC 0.23% Add +228.7% 21,776 $6.2M
Inscription Capital, LLC 0.92% Add +0.0% 21,705 $6.1M
Orcam Financial Group 5.94% Add +25.2% 21,666 $6.1M
Avior Wealth Management, LLC 0.24% Add +8.2% 21,625 $6.1M
RFP Financial Group LLC 1.99% Add +99.7% 21,616 $6.1M
R. W. Roge & Company, Inc. 3.26% Reduce -2.4% 21,562 $6.1M
Acima Private Wealth, LLC 2.04% Add +1.6% 21,533 $6.1M
Essex Private Wealth Management, LLC 14.31% Reduce -0.9% 21,469 $6.1M
Cynosure Group, LLC 0.88% Add +55.0% 22,748 $6.1M
Osborne Partners Capital Management, LLC 0.34% Add +0.0% 21,436 $6.1M
Custos Family Office, LLC 2.20% Reduce -0.1% 21,401 $6.1M
Wimmer Associates 1, LLC 2.96% No change 21,390 $6.1M
McIlrath & Eck, LLC 0.78% Add +16.6% 21,382 $6.1M
Norris Financial Group, LLC 2.96% Add +1.8% 21,217 $6.0M
Headlands Technologies LLC 0.69% Reduce -56.7% 21,182 $6.0M
Human Investing LLC 1.08% Reduce -2.1% 21,072 $6.0M
Capital Investment Counsel, LLC 1.03% Add +26.0% 21,035 $6.0M
Auto-Owners Insurance Co 0.15% No change 21,000 $5.9M
Schechter Investment Advisors, LLC 0.44% Add +1.4% 20,954 $5.9M
TD Private Client Wealth LLC 0.17% Reduce -3.1% 20,952 $5.9M
Sabal Trust CO 0.32% No change 20,928 $5.9M
Midland Wealth Advisors, LLC 0.35% Reduce -4.1% 20,891 $5.9M
Martin Capital Advisors, LLP 4.21% Reduce -2.5% 20,846 $5.9M
First Heartland Consultants, Inc. 0.63% Add +17.8% 20,807 $5.9M
Fi3 FINANCIAL ADVISORS, LLC 2.34% Add +5.2% 20,805 $5.9M
PDS Planning, Inc 0.53% Add +4.7% 20,706 $5.9M
Citadel Advisors 0.01% New 20,514 $5.8M
Claro Advisors Inc. 0.75% Add +2.3% 20,507 $5.8M
Mitchell Sinkler & Starr 1.46% Add +0.7% 20,505 $5.8M
Hurlow Wealth Management Group, Inc. 1.80% Reduce -0.1% 20,327 $5.8M
L.M. Kohn & Company 1.46% Add +1.9% 20,315 $5.8M
NorthCrest Asset Manangement, LLC 0.17% Add +2.5% 20,167 $5.7M
NWF Advisory Services Inc. 0.83% Reduce -2.5% 20,159 $5.7M
Florida Trust Wealth Management Co 0.18% Reduce -0.1% 20,052 $5.7M
Compound Planning, Inc. 0.35% Add +14.8% 19,971 $5.7M
Royal Fund Management, LLC 0.40% Add +105.8% 19,804 $5.6M
Advocate Group LLC 1.02% Reduce -5.0% 19,915 $5.6M
Wealthstream Advisors, Inc. 1.02% Add +8.3% 19,865 $5.6M
Bogart Wealth, LLC 0.27% Add +0.6% 19,847 $5.6M
Guardian Wealth Advisors, LLC / NC 0.61% Reduce -0.1% 19,835 $5.6M
Pitti Group Wealth Management, LLC 6.04% No change 23,403 $5.6M
ARK & TLK Investments, LLC 1.97% Add +3.2% 19,534 $5.5M
Partners Capital Investment Group, LLP 0.09% Reduce -0.2% 19,523 $5.5M
Fisher Asset Management 0.00% Reduce -35.8% 19,494 $5.5M
West Financial Advisors, LLC 1.06% Reduce -3.3% 19,480 $5.5M
Moulton Wealth Management, Inc. 4.60% Add +1965.3% 19,496 $5.5M
Ironsides Asset Advisors, LLC 1.60% Add +12.7% 19,405 $5.5M
Forum Financial Management, LP 0.09% Add +8.5% 19,394 $5.5M
Copperwynd Financial, LLC 1.65% Reduce -2.1% 19,384 $5.5M
Founders Financial Securities LLC 0.51% Reduce -4.6% 19,383 $5.5M
Blume Capital Management, Inc. 1.23% No change 19,274 $5.5M
Buckingham Capital Management, Inc. 0.62% Reduce -1.6% 19,274 $5.5M
Private Capital Management LLC 0.98% Add +15.8% 19,225 $5.4M
Sunpointe, LLC 4.46% Add +69.0% 19,108 $5.4M
First Citizens Financial Corp 2.87% Reduce -3.8% 19,166 $5.4M
Csenge Advisory Group 0.28% Add +25.4% 18,955 $5.4M
Squire Investment Management Company, LLC 2.58% Add +3.2% 19,150 $5.4M
Tarbox Family Office, Inc. 0.89% Add +0.1% 19,090 $5.4M
Cantor Fitzgerald Investment Advisors L.P. 0.37% Add +108.5% 19,085 $5.4M
West Paces Advisors Inc. 1.32% Reduce -0.8% 18,989 $5.4M
Rehmann Capital Advisory Group 0.35% Reduce -0.6% 18,979 $5.4M
Plan Group Financial, LLC 2.84% Reduce -3.1% 18,976 $5.4M
Kennicott Capital Management LLC 2.06% Add +0.4% 18,958 $5.4M
Level Financial Advisors 2.04% Add +1.4% 18,872 $5.3M
John W. Brooker & Co., CPAs 2.45% Reduce -1.5% 18,837 $5.3M
Tandem Wealth Advisors LLC 2.70% Add +0.5% 18,836 $5.3M
BOK Financial Private Wealth, Inc. 0.39% Reduce -0.1% 18,774 $5.3M
Kingswood Wealth Advisors, LLC 0.38% Add +27.4% 18,809 $5.3M
Legacy Wealth Management, LLC / MS 1.95% Reduce -0.9% 18,743 $5.3M
Evergreen Capital Management LLC 0.18% Reduce -0.0% 18,664 $5.3M
Wealth Architects, LLC 0.60% Reduce -2.1% 18,709 $5.3M
Mayflower Financial Advisors, LLC 0.80% Reduce -9.6% 18,667 $5.3M
BayBridge Capital Group, LLC 3.80% Add +0.7% 18,656 $5.3M
Durante & Waters, LLC 4.42% Add +0.1% 18,589 $5.3M
Summit Investment Advisory Services, LLC 2.79% Add +277.6% 18,550 $5.3M
QRG Capital Management, Inc. 0.06% Add +5.4% 18,540 $5.2M
Moisand Fitzgerald Tamayo, LLC 0.72% Add +7.1% 18,505 $5.2M
Stone Summit Wealth LLC 1.69% Add +6.0% 18,460 $5.2M
Black Diamond Financial, LLC 0.89% Add +17.4% 18,434 $5.2M
Naples Global Advisors, LLC 0.49% Reduce -0.7% 18,373 $5.2M
Fifth Third Wealth Advisors LLC 0.32% Add +965.2% 18,354 $5.2M
Rockingstone Advisors LLC 2.54% No change 18,267 $5.2M
Evercore Wealth Management, LLC 0.08% Add +0.0% 18,208 $5.2M
Parkside Advisors LLC 1.22% Reduce -0.9% 18,132 $5.2M
FAS Wealth Partners, Inc. 0.41% Reduce -0.2% 18,136 $5.1M
Syntegra Private Wealth Group, LLC 0.59% Reduce -0.1% 18,072 $5.1M
Platt Investment Counsel, LLC 4.54% Reduce -2.0% 18,069 $5.1M
DT Investment Partners, LLC 0.41% New 18,060 $5.1M
Capital Investment Advisors, LLC 0.11% Add +25.0% 18,050 $5.1M
Manchester Capital Management LLC 0.59% Add +0.0% 17,936 $5.1M
Gray Wealth Management Inc. 2.00% Add +3.6% 17,854 $5.1M
Treynor Bancshares, Inc. 5.17% Add +49.4% 17,818 $5.0M
Arbor Wealth Advisors LLC 4.54% Add +14.3% 17,759 $5.0M
Wesbanco Bank Inc. 0.17% Add +1.5% 17,745 $5.0M
Howland Capital Management LLC 0.22% Reduce -0.8% 17,685 $5.0M
Valley Financial Group, Inc. 3.51% Reduce -1.4% 17,739 $5.0M
Resonant Capital Advisors, LLC 0.37% Add +2.3% 17,684 $5.0M
Trevian Wealth Management LLC 4.11% New 17,727 $5.0M
Strid Group, LLC 0.76% Reduce -1.3% 17,708 $5.0M
First Manhattan Co. Llc. 0.01% Add +87.1% 17,623 $5.0M
Flagship Private Wealth, LLC 2.58% Reduce -2.8% 17,659 $5.0M
Moloney Securities Asset Management, LLC 0.67% Reduce -53.3% 17,604 $5.0M
Chicago Capital, LLC 0.14% Add +32.2% 17,582 $5.0M
Kaydan Wealth Management, Inc. 1.47% Reduce -0.8% 17,567 $5.0M
Riverview Capital Advisers, LLC 1.53% Add +0.5% 17,494 $5.0M
Intrua Financial, LLC 0.80% Reduce -4.3% 17,483 $5.0M
Lakeside Advisors, INC. 3.11% No change 17,473 $4.9M
Rockwood Wealth Management, LLC 0.54% Add +3.3% 17,442 $4.9M
Insigneo Advisory Services, LLC 0.49% Reduce -5.7% 17,262 $4.9M
Moody LYNN Lieberson & Walker, LLC 0.30% Reduce -0.4% 17,239 $4.9M
Earned Wealth Advisors, LLC 1.48% Add +6.8% 17,231 $4.9M
Hudson Value Partners, LLC 1.89% Add +34.6% 17,182 $4.9M
Avestar Capital, LLC 0.53% Reduce -2.1% 17,130 $4.9M
Prepared Retirement Institute LLC 2.90% Add +17.5% 16,926 $4.8M
LGL Partners, LLC 0.66% Reduce -16.9% 16,637 $4.7M
Sage Financial Group Inc. 0.38% Reduce -0.1% 16,603 $4.7M
SilverOak Wealth Management LLC 1.05% Reduce -12.3% 16,598 $4.7M
Strategic Financial Planning, Inc. 3.09% Add +22.9% 16,510 $4.7M
TFB Advisors LLC 1.39% Reduce -0.6% 16,462 $4.7M
Wbi Investments, LLC 1.12% Reduce -1.0% 16,431 $4.7M
Kohmann Bosshard Financial Services, LLC 0.58% Reduce -0.2% 16,428 $4.7M
National Bank of Canada 0.01% Reduce -27.3% 16,388 $4.6M
Yeomans Consulting Group, Inc. 1.72% Reduce -4.7% 16,275 $4.6M
Studio Investment Management LLC 0.97% Reduce -8.1% 16,218 $4.6M
Millennium Management 0.00% Reduce -88.2% 16,240 $4.6M
Flagstar Securities, Inc. 1.17% Add +8.1% 16,189 $4.6M
Safeguard Financial, LLC 1.08% Reduce -0.1% 16,211 $4.6M
BluePointe Capital Management, LLC 2.97% No change 16,115 $4.6M
Transform Wealth, LLC 0.30% Reduce -15.2% 16,092 $4.6M
Montis Financial, LLC 1.62% Add +3.5% 16,120 $4.6M
Coyle Financial Counsel LLC 1.59% Add +1.7% 17,004 $4.5M
Harrell Investment Partners, LLC 1.29% Add +2.3% 16,053 $4.5M
Arete Wealth Advisors, LLC 0.39% Reduce -25.1% 16,112 $4.5M
Priebe Wealth Holdings LLC 3.31% Reduce -16.7% 16,037 $4.5M
Lam Group, Inc. 3.21% Reduce -0.4% 16,012 $4.5M
United Bank 0.53% No change 16,000 $4.5M
Kathleen S. Wright Associates Inc. 1.87% Add +9.1% 15,992 $4.5M
Quarry Hill Advisors, LLC 3.03% Reduce -15.1% 15,991 $4.5M
Rf&l Wealth Management, LLC 3.20% Reduce -1.1% 15,968 $4.5M
Lumbard & Kellner, LLC 1.99% No change 15,965 $4.5M
WealthBridge Capital Management, LLC 1.30% Reduce -1.0% 15,964 $4.5M
Sheaff Brock Investment Advisors, LLC 0.40% Reduce -0.3% 15,946 $4.5M
CWS Financial Advisors, LLC 1.60% Add +30.1% 15,932 $4.5M
Whittier Trust Co. 0.06% Reduce -1.0% 15,897 $4.5M
Kathmere Capital Management, LLC 0.42% Reduce -1.1% 15,890 $4.5M
American Financial Advisors, LLC 0.61% Reduce -8.6% 15,821 $4.5M
Trademark Financial Management, LLC 3.54% Add +7.3% 15,766 $4.5M
BancFirst Trust & Investment Management 1.50% Reduce -1.2% 15,802 $4.5M
Colonial River Investments, LLC 2.21% Add +12.3% 15,696 $4.4M
Capital Advisors Wealth Management, LLC 0.82% Add +6.2% 15,685 $4.4M
Bluestem Financial Advisors, LLC 2.07% Add +2.3% 15,672 $4.4M
Gries Financial LLC 0.83% Add +4.7% 15,655 $4.4M
Pps&v Asset Management Consultants, Inc. 3.01% Reduce -3.1% 15,500 $4.4M
Palisade Asset Management, LLC 0.43% Reduce -0.7% 15,478 $4.4M
Ausdal Financial Partners, Inc. 0.46% Reduce -1.7% 15,475 $4.4M
Aerodigm Wealth, LLC 2.77% Add +244.8% 15,470 $4.4M
Cannell & Spears LLC 0.09% Add +0.2% 15,467 $4.4M
Krilogy Financial LLC 0.30% Add +14.1% 15,456 $4.4M
Private Wealth Partners, LLC 0.35% Reduce -0.8% 15,436 $4.4M
D.B. Root & Company, LLC 1.44% Reduce -2.0% 15,381 $4.4M
Arista Wealth Management, LLC 1.04% Reduce -7.3% 15,367 $4.4M
McLean Asset Management Corp 1.31% No change 15,364 $4.3M
Traveka Wealth, LLC 2.20% Reduce -18.8% 15,336 $4.3M
Crewe Advisors LLC 0.50% Add +40.1% 15,315 $4.3M
Fingerlakes Wealth Management, Inc. 3.58% Add +0.1% 15,221 $4.3M
Lebenthal Global Advisors, LLC 0.87% Reduce -15.8% 15,212 $4.3M
DBK Financial Counsel, LLC 4.35% Reduce -3.0% 15,202 $4.3M
Kwmg, LLC 0.43% Reduce -26.2% 15,145 $4.3M
KPP Advisory Services LLC 1.03% Reduce -10.4% 15,124 $4.3M
Cadence Bank 0.30% Add +34.3% 15,122 $4.3M
Successful Portfolios LLC 2.90% Add +5.4% 15,114 $4.3M
Boston Trust Walden Corp 0.03% No change 15,113 $4.3M
Milestone Investment Advisors LLC 1.20% Reduce -83.6% 15,098 $4.3M
Lazari Capital Management, Inc. 1.83% Reduce -0.3% 15,097 $4.3M
Plante Moran Financial Advisors, LLC 0.36% Reduce -5.3% 15,046 $4.3M
Signal Advisors Wealth, LLC 0.61% Add +1240.5% 15,041 $4.3M
Meridian Wealth Partners, LLC 0.66% Add +1.9% 15,039 $4.3M
HM Payson & Co. 0.07% Reduce -2.1% 15,039 $4.3M
Bryn Mawr Trust Advisors, LLC 0.23% Add +7.7% 14,988 $4.2M
Values Added Financial LLC 2.67% Add +0.4% 14,930 $4.2M
Gerber, LLC 3.11% Add +1.2% 14,929 $4.2M
Soltis Investment Advisors LLC 0.41% Add +6.5% 14,905 $4.2M
Shakespeare Wealth Management, LLC 1.10% No change 14,881 $4.2M
Smart Money Group LLC 1.50% Reduce -0.2% 14,985 $4.2M
James J. Burns & Company, LLC 0.76% Reduce -2.2% 14,807 $4.2M
Shufro Rose & Co. LLC 0.34% No change 15,641 $4.2M
BNC Wealth Management, LLC 1.53% Add +0.3% 14,695 $4.2M
First National Bank of Omaha 0.27% Reduce -15.6% 14,681 $4.2M
Foresight Capital Management Advisors, Inc. 2.47% Add +5.6% 14,674 $4.2M
Larson Financial Group LLC 0.24% Reduce -10.2% 14,659 $4.2M
SeaCrest Wealth Management, LLC 0.44% Add +4.2% 14,575 $4.1M
Von Berge Wealth Management Group, LLC 2.55% Add +1.1% 14,067 $4.1M
Iron Gate Global Advisors LLC 0.58% Add +0.5% 14,552 $4.1M
Meritage Portfolio Management 0.25% Reduce -13.2% 14,547 $4.1M
BSW Wealth Partners 0.62% Add +7.3% 14,520 $4.1M
Councilmark Asset Management, LLC 2.75% No change 14,480 $4.1M
Hilltop Holdings Inc. 0.27% Add +214.8% 14,452 $4.1M
Pinnacle Financial Group, LLC / IL 1.60% Add +1.0% 14,375 $4.1M
Smith Salley Wealth Management 0.27% Add +1.4% 14,342 $4.1M
LaSalle St. Investment Advisors, LLC 1.59% Add +15.8% 14,325 $4.1M
Trust Co. of Vermont 0.20% Add +5.8% 14,324 $4.1M
Mitchell McLeod Pugh & Williams Inc. 0.85% Add +6.5% 14,305 $4.1M
First National Advisers, LLC 0.65% Add +18.7% 14,301 $4.0M
Nvwm, LLC 1.03% Reduce -1.8% 14,293 $4.0M
NavPoint Financial, Inc. 3.26% Add +2.0% 14,279 $4.0M
Legal Advantage Investments, Inc. 2.21% Reduce -0.7% 14,222 $4.0M
Indiana Trust & Investment Management Co 1.36% Add +596.6% 14,128 $4.0M
Narus Financial Partners, LLC 1.43% Reduce -0.3% 14,117 $4.0M
ProVise Management Group, LLC 0.32% Add +0.0% 14,095 $4.0M
Silvercrest Asset Management Group LLC 0.03% Reduce -5.1% 14,050 $4.0M
Gateway Wealth Partners, LLC 1.09% Reduce -0.8% 14,016 $4.0M
Legacy Financial Advisors, Inc. 0.66% Reduce -9.6% 13,974 $4.0M
Absolute Capital Management, LLC 2.34% Reduce -36.8% 13,915 $3.9M
Tritonpoint Wealth, LLC 0.36% Add +39.6% 13,930 $3.9M
Crestwood Advisors Group, LLC 0.07% Add +3.8% 13,873 $3.9M
Columbus Macro, LLC 1.43% Reduce -2.3% 13,721 $3.9M
Sentry LLC 0.76% Add +0.3% 13,845 $3.9M
WoodTrust Financial Corp 0.55% Reduce -38.0% 13,742 $3.9M
Kendall Capital Management 1.20% Reduce -2.5% 13,723 $3.9M
Hanson & Doremus Investment Management 0.62% Reduce -0.5% 13,693 $3.9M
Vicus Capital 0.34% Reduce -2.6% 13,688 $3.9M
Ledyard National Bank 0.35% Reduce -7.5% 13,652 $3.9M
Cherry Tree Wealth Management, LLC 0.92% Add +0.7% 13,648 $3.9M
JFG Wealth Management, LLC 1.06% Add +30.0% 13,632 $3.9M
Gallacher Capital Management LLC 1.77% Add +2.6% 13,629 $3.9M
Pegasus Asset Management, Inc. 1.17% Add +0.0% 13,617 $3.9M
Bear Mountain Capital, Inc. 1.52% No change 13,452 $3.9M
Adero Partners, LLC 0.26% Add +11.2% 13,578 $3.8M
Rothschild Investment LLC 0.25% Reduce -4.9% 13,574 $3.8M
Fiduciary Group, LLC 0.39% Add +1.4% 13,542 $3.8M
Capasso Planning Partners LLC 1.13% Reduce -0.5% 13,523 $3.8M
O'ROURKE & COMPANY, Inc 1.92% Add +0.1% 13,515 $3.8M
Long Run Wealth Advisors, LLC 0.90% Add +0.3% 13,485 $3.8M
Old National Bancorp 0.09% Add +3.3% 13,482 $3.8M
Charter Oak Capital Management, LLC 0.36% Reduce -4.7% 13,430 $3.8M
Blue Edge Capital, LLC 0.59% Add +7.2% 13,413 $3.8M
Waterloo Capital, L.P. 0.41% Reduce -2.5% 13,407 $3.8M
Strategies Wealth Advisors, LLC 0.51% Reduce -3.5% 13,391 $3.8M
Biltmore Family Office, LLC 0.65% Add +5.7% 13,348 $3.8M
Embree Financial Group 0.67% Add +0.3% 13,381 $3.8M
Blue Trust, Inc. 0.05% Add +13.2% 14,162 $3.8M
626 Financial, LLC 2.09% Reduce -1.3% 13,313 $3.8M
Washington Trust Advisors, Inc. 0.32% Reduce -0.8% 13,311 $3.8M
Fort Henry Capital, LLC 2.56% Add +2.9% 13,279 $3.8M
TruNorth Capital Management, LLC 1.11% Reduce -5.9% 13,274 $3.8M
Mosley Wealth Management 2.56% Add +10.4% 13,049 $3.8M
Capital Insight Partners, LLC 0.66% Reduce -0.7% 13,245 $3.8M
Exchange Bank 3.06% Add +3.5% 13,202 $3.7M
Hoese & Co LLP 3.13% Reduce -13.2% 13,180 $3.7M
Stonegate Investment Group, LLC 0.10% Reduce -26.6% 13,173 $3.7M
Letson Investment Management, Inc. 1.46% Reduce -4.6% 13,125 $3.7M
Tradewinds, LLC. 1.14% Add +8.1% 13,083 $3.7M
Lantern Wealth Advisors, LLC 2.56% Reduce -4.4% 13,064 $3.7M
Planning Capital Management Corp 2.45% Reduce -1.4% 13,047 $3.7M
City Holding Co. 0.51% Reduce -3.2% 13,033 $3.7M
Fulton Bank, N.A. 0.14% Add +4.8% 13,023 $3.7M
Nikulski Financial, Inc. 1.10% Reduce -0.1% 13,009 $3.7M
Mattern Wealth Management LLC 0.81% Reduce -0.3% 12,936 $3.7M
Twin Lakes Capital Management, LLC 2.36% Add +1.1% 12,921 $3.7M
Keel Point, LLC 0.30% Add +13.6% 12,912 $3.7M
Curtis Advisory Group, LLC 1.03% New 12,827 $3.6M
Lakewood Asset Management LLC 2.48% Add +0.7% 12,819 $3.6M
American Institute for Advanced Investment Management, LLP 2.60% Reduce -4.4% 12,818 $3.6M
Pine Ridge Advisers LLC 0.36% Add +109.8% 12,780 $3.6M
Quadcap Wealth Management, LLC 0.56% Reduce -0.4% 12,674 $3.6M
Anchor Investment Management, LLC 0.34% Reduce -9.3% 12,556 $3.6M
Merriman Wealth Management, LLC 0.14% Add +3.6% 12,534 $3.6M
Jordan Park Group LLC 0.24% Reduce -0.2% 12,491 $3.5M
Caldwell Trust Co 0.37% Add +1.7% 12,460 $3.5M
Marotta Asset Management 0.69% Reduce -0.9% 12,426 $3.5M
Index Fund Advisors, Inc. 0.19% Reduce -2.4% 12,414 $3.5M
Sanders Morris Harris LLC 0.58% Reduce -56.0% 12,403 $3.5M
Sentinel Trust Co. Lba 0.40% Add +176.5% 12,392 $3.5M
First National Bank of Mount Dora, Trust Investment Services 0.80% No change 12,391 $3.5M
Trail Ridge Investment Advisors, LLC 1.67% Reduce -55.6% 12,301 $3.5M
Boston Research & Management Inc. 0.82% No change 12,380 $3.5M
Francis Financial, Inc. 0.92% Add +26.6% 12,337 $3.5M
Bright Financial Advisors, Inc. 2.22% No change 12,331 $3.5M
Sandy Spring Bank 0.14% Add +8.4% 12,267 $3.5M
Summit Global Investments 0.22% Reduce -14.6% 12,192 $3.5M
Barton Investment Management 0.43% Reduce -3.4% 12,152 $3.4M
Mad River Investors 1.90% Reduce -2.9% 12,122 $3.4M
Keener Financial Planning LLC 2.24% Reduce -25.0% 12,104 $3.4M
MCF Advisors LLC 0.24% Add +3.0% 12,067 $3.4M
Private Portfolio Partners LLC 0.64% New 12,072 $3.4M
CMG Global Holdings, LLC 1.92% Reduce -0.5% 12,036 $3.4M
Treasure Coast Financial Planning 2.10% Reduce -2.5% 12,023 $3.4M
Brown Miller Wealth Management, LLC 1.32% Add +1.4% 11,996 $3.4M
Hill Investment Group Partners, LLC 0.47% Reduce -0.0% 12,587 $3.4M
Lion Street Advisors, LLC 1.17% Reduce -29.4% 11,903 $3.4M
Bedel Financial Consulting, Inc. 0.47% Add +3.9% 11,868 $3.4M
Drive Wealth Management, LLC 0.87% Reduce -25.2% 11,805 $3.4M
Empowered Funds, LLC 0.05% Reduce -1.0% 11,798 $3.3M
CCG Wealth Management, LLC 1.87% Reduce -5.9% 11,784 $3.3M
Dunhill Financial, LLC 1.71% Add +0.3% 11,750 $3.3M
Carl P. Sherr & Co., LLC 1.75% Reduce -12.9% 11,735 $3.3M
Verity Asset Management, Inc. 1.24% Reduce -6.5% 11,664 $3.3M
Waypoint Capital Advisors, LLC 0.70% No change 11,672 $3.3M
Miller Investment Management, LP 0.34% Reduce -3.3% 11,671 $3.3M
Madden Advisory Services, Inc. 1.51% Add +1.2% 11,621 $3.3M
Winch Advisory Services, LLC 0.91% Add +3.6% 11,602 $3.3M
Ashton Thomas Private Wealth, LLC 0.18% Reduce -9.7% 11,601 $3.3M
National Wealth Management Group, LLC 2.22% Add +18.1% 11,576 $3.3M
YHB Investment Advisors, Inc. 0.27% Reduce -7.0% 11,573 $3.3M
Bare Financial Services, Inc 1.34% Add +0.5% 11,564 $3.3M
Certuity, LLC 0.35% Reduce -42.5% 11,543 $3.3M
CIBC Asset Management Inc 0.01% Add +3.7% 11,804 $3.3M
Investment Advisory Group, LLC 1.13% Add +36.9% 11,512 $3.3M
Davis Capital Management 2.58% Add +0.0% 11,498 $3.3M
Nicholson Wealth Management Group, LLC 2.67% — 11,471 $3.2M
Pinion Investment Advisors, LLC 1.36% Reduce -10.6% 11,437 $3.2M
Madrona Financial Services, LLC 0.90% Reduce -1.1% 11,396 $3.2M
Faithward Advisors, LLC 0.56% Add +2.4% 11,370 $3.2M
Clear Creek Financial Management, LLC 0.36% Reduce -9.8% 11,350 $3.2M
Icon Wealth Advisors, LLC 0.27% Add +15.6% 11,329 $3.2M
Fort Point Capital Partners LLC 0.40% Reduce -1.6% 11,265 $3.2M
Professional Advisory Services Inc. 0.38% No change 11,260 $3.2M
Strategic Blueprint, LLC 0.20% Reduce -9.7% 11,210 $3.2M
Guidance Capital, Inc. 0.99% Add +8.2% 10,978 $3.2M
Kestra Investment Management, LLC 0.14% New 11,198 $3.2M
ALM First Financial Advisors, LLC 0.78% No change 14,000 $3.2M
West Coast Financial LLC 0.35% Add +4.7% 11,120 $3.1M
Bridgewealth Advisory Group, LLC 1.14% Add +14.8% 11,043 $3.1M
Diversified, LLC 0.34% Add +8.1% 11,039 $3.1M
Diversified Enterprises, LLC 0.34% — 11,039 $3.1M
First Citizens Bank & Trust Co. 0.07% Reduce -3.5% 11,034 $3.1M
Renasant Bank 2.05% Add +6.2% 10,993 $3.1M
Neuberger Berman Group LLC 0.00% Reduce -0.2% 10,988 $3.1M
Novak & Powell Financial Services, Inc. 1.80% Add +1.8% 10,984 $3.1M
Mayfair Advisory Group, LLC 1.96% Add +0.4% 10,971 $3.1M
Westmount Partners, LLC 0.93% Add +0.0% 10,950 $3.1M
Strategic Financial Partners, Ltd. 1.58% Reduce -3.6% 10,901 $3.1M
SOL Capital Management CO 0.34% Add +1.8% 10,899 $3.1M
Gladstone Institutional Advisory LLC 0.15% Reduce -9.5% 10,797 $3.1M
Howard Financial Services, LTD. 0.44% Add +1.3% 10,791 $3.1M
White Lighthouse Investment Management Inc. 0.55% Add +2.9% 10,789 $3.1M
Mainsail Asset Management, LLC 2.26% Add +0.3% 10,775 $3.1M
Beam Wealth Advisors, Inc. 0.92% Add +0.3% 10,772 $3.1M
Beaumont Financial Advisors, LLC 0.24% Add +13.8% 10,767 $3.0M
BLB&B Advisors, LLC 0.16% Reduce -0.3% 10,755 $3.0M
Red Door Wealth Management, LLC 0.51% Reduce -2.3% 10,755 $3.0M
Tyche Wealth Partners LLC 0.69% Reduce -2.3% 10,706 $3.0M
Aries Wealth Management 0.83% Add +98.5% 10,688 $3.0M
FLC Capital Advisors 0.70% No change 10,683 $3.0M
Park Place Capital Corp 0.87% Reduce -1.6% 10,644 $3.0M
Kiley Juergens Wealth Management, LLC 0.78% Reduce -2.1% 10,628 $3.0M
Princeton Global Asset Management LLC 0.58% Add +298.8% 10,616 $3.0M
Wexford Capital LP 0.72% New 10,607 $3.0M
Lodestone Wealth Management LLC 1.50% Reduce -1.6% 10,602 $3.0M
Gentry Private Wealth, LLC 2.45% Reduce -18.8% 10,572 $3.0M
PBMares Wealth Management LLC 0.62% Add +7.4% 10,542 $3.0M
Ashton Thomas Securities, LLC 0.58% Reduce -0.2% 10,530 $3.0M
Mission Creek Capital Partners, Inc. 0.69% New 10,451 $3.0M
Quantum Financial Advisors, LLC 0.46% Reduce -2.4% 10,431 $3.0M
Qube Research & Technologies Ltd 0.01% Reduce -32.1% 10,415 $2.9M
Outfitters Financial LLC 2.43% Reduce -9.7% 10,414 $2.9M
JNBA Financial Advisors 0.30% Reduce -0.8% 10,396 $2.9M
Christensen, King & Associates Investment Services, Inc. 1.39% Reduce -0.8% 10,394 $2.9M
Smartleaf Asset Management LLC 0.36% Add +0.5% 10,432 $2.9M
Security National Bank 0.40% Add +1.2% 10,378 $2.9M
Hardin Capital Partners, LLC 1.66% Add +1.8% 10,371 $2.9M
Marquette Associates, Inc. 2.11% Reduce -2.9% 10,303 $2.9M
SC&H Financial Advisors, Inc. 0.64% Add +1.0% 10,332 $2.9M
Marex Group Ltd 0.07% No change 10,318 $2.9M
Alpha Cubed Investments, LLC 0.13% Reduce -4.4% 10,255 $2.9M
FF Advisors,LLC 1.89% Add +16.2% 10,069 $2.9M
Hohimer Wealth Management, LLC 0.62% Reduce -0.7% 10,253 $2.9M
Willis Johnson & Associates, Inc. 0.22% Add +1.5% 10,223 $2.9M
LRI Investments, LLC 0.28% Add +56.1% 9,788 $2.9M
Arcus Capital Partners, LLC 1.04% Add +0.1% 10,146 $2.9M
180 Wealth Advisors, LLC 0.45% Reduce -3.4% 10,143 $2.9M
BOS Asset Management, LLC 1.06% Reduce -0.2% 10,143 $2.9M
Acorn Wealth Advisors, LLC 1.23% Reduce -4.5% 10,127 $2.9M
Alpha Omega Wealth Management LLC 0.52% Reduce -1.7% 10,089 $2.9M
High Net Worth Advisory Group LLC 0.80% Add +21.3% 10,071 $2.9M
Pinnacle Bancorp, Inc. 0.76% Add +3.1% 10,076 $2.9M
Piedmont Capital Management, LLC 1.72% Reduce -2.9% 9,883 $2.9M
Berkeley Capital Partners, LLC 0.81% Reduce -0.8% 10,049 $2.8M
WPWealth LLP 0.59% Reduce -10.8% 10,045 $2.8M
OMNI 360 Wealth, Inc. 1.95% Reduce -1.1% 10,034 $2.8M
Redhawk Wealth Advisors, Inc. 0.41% Add +0.5% 10,032 $2.8M
Advisors Capital Management, LLC 0.05% Reduce -2.5% 10,018 $2.8M
IMS Capital Management 1.28% No change 10,013 $2.8M
Lee Financial Co 0.40% Reduce -0.3% 9,990 $2.8M
Fulton Breakefield Broenniman LLC 0.20% Reduce -6.4% 9,995 $2.8M
Gradient Investments LLC 0.06% Add +0.3% 9,988 $2.8M
Roof Eidam Maycock Peralta, LLC 0.72% No change 9,986 $2.8M
Archer Investment Corp 0.76% Add +4.9% 9,981 $2.8M
Williams Jones Wealth Management, LLC. 0.03% Add +37.2% 9,952 $2.8M
Five Oceans Advisors 1.35% Reduce -16.2% 9,950 $2.8M
Eagle Rock Investment Company, LLC 0.47% Reduce -0.4% 9,879 $2.8M
Bragg Financial Advisors, Inc 0.12% Add +53.9% 9,876 $2.8M
HBW Advisory Services LLC 0.41% Add +2.0% 9,857 $2.8M
Moors & Cabot, Inc. 0.14% Reduce -0.2% 9,802 $2.8M
Arbor Investment Advisors, LLC 0.37% Reduce -1.5% 9,751 $2.8M
Continental Investors Services, Inc. 5.67% Reduce -1.9% 9,837 $2.8M
Financial Strategies Group, Inc. 0.65% Add +1.1% 9,570 $2.8M
Creekside Partners 1.43% Add +0.1% 9,745 $2.8M
Fee-Only Financial Planning, L.C. 1.76% Reduce -3.5% 9,725 $2.8M
Seed Wealth Management, Inc. 2.20% Reduce -5.5% 9,715 $2.8M
Accurate Wealth Management, LLC 0.55% Add +62.1% 9,587 $2.7M
Exchange Capital Management, Inc. 0.44% Reduce -4.0% 9,702 $2.7M
Johnson Bixby & Associates, LLC 0.42% Reduce -1.3% 9,660 $2.7M
American Trust 0.22% Reduce -17.2% 9,615 $2.7M
One Charles Private Wealth Services, LLC 1.03% Reduce -0.5% 9,599 $2.7M
Selective Wealth Management, Inc. 1.12% Reduce -1.9% 9,572 $2.7M
HBC Financial Services, PLLC 1.63% Add +0.6% 9,390 $2.7M
Farmers & Merchants Investments Inc. 0.08% Reduce -1.3% 9,455 $2.7M
TriaGen Wealth Management LLC 0.89% Add +0.0% 9,432 $2.7M
Householder Group Estate & Retirement Specialist, LLC 0.78% Reduce -11.1% 9,425 $2.7M
S&T Bank 0.70% No change 9,397 $2.7M
Parkside Financial Bank & Trust 0.37% Add +54.0% 9,354 $2.6M
Clifford Swan Investment Counsel LLC 0.09% No change 9,335 $2.6M
Magnolia Capital Advisors LLC 1.32% Reduce -5.4% 9,307 $2.6M
Berkeley, Inc 0.76% Add +94.0% 9,236 $2.6M
Carmichael Hill & Associates, Inc. 0.97% Add +1.6% 9,232 $2.6M
True Vision MN LLC 1.56% Reduce -12.0% 9,200 $2.6M
Anderson Hoagland & Co. 0.27% No change 9,215 $2.6M
Councilor Wealth, LLC 1.27% Add +1.2% 9,180 $2.6M
Fairman Group, LLC 2.33% Reduce -2.7% 9,103 $2.6M
Catalyst Financial Partners LLC 0.50% Add +0.9% 9,113 $2.6M
Collaborative Wealth Managment Inc. 1.16% Reduce -3.6% 9,091 $2.6M
Financial Insights, Inc. 0.84% Add +2.2% 9,066 $2.6M
Kingfisher Capital LLC 0.59% Add +0.1% 9,066 $2.6M
Investment Advisory Services Inc. /TX 0.90% Add +0.9% 9,045 $2.6M
Secured Retirement Advisors, LLC 1.84% Add +5.9% 9,043 $2.6M
Cooper Financial Group 0.33% Add +38.3% 9,040 $2.6M
Hills Bank & Trust Co 0.19% Reduce -3.4% 9,023 $2.6M
Traynor Capital Management, Inc. 0.21% Reduce -11.1% 8,996 $2.5M
Leo Wealth, LLC 0.23% Reduce -12.3% 8,992 $2.5M
Certified Advisory Corp 0.28% Add +8.1% 8,970 $2.5M
Eldridge Investment Advisors, Inc. 0.60% No change 8,954 $2.5M
Altura Wealth Advisors Inc. 1.66% Add +54.7% 8,951 $2.5M
Plum Street Advisors, LLC 1.28% No change 8,946 $2.5M
Bell Bank 0.30% Add +0.7% 8,926 $2.5M
Marino, Stram & Associates LLC 0.56% Add +5.3% 8,923 $2.5M
Forza Wealth Management, LLC 1.16% Add +86.7% 8,907 $2.5M
Hendershot Investments Inc. 0.34% Add +0.2% 8,898 $2.5M
LongView Wealth Management 0.80% Reduce -0.0% 8,820 $2.5M
Werba Rubin Papier Wealth Management 0.58% Add +4.0% 8,806 $2.5M
Burns Matteson Capital Management, LLC 1.40% Reduce -0.0% 8,799 $2.5M
Elevation Wealth Partners, LLC 1.07% Reduce -0.6% 8,783 $2.5M
Nabity-Jensen Investment Management Inc 1.90% Reduce -2.9% 8,779 $2.5M
Empire Financial Management Company, LLC 0.76% Add +3.0% 8,767 $2.5M
Fortress Wealth Management, Inc. 1.24% Reduce -5.5% 8,763 $2.5M
Sound Stewardship, LLC 1.39% Reduce -5.1% 8,761 $2.5M
Strategic Financial Services, Inc. 0.15% Add +4.5% 8,741 $2.5M
J. L. Bainbridge & Co., Inc. 0.24% Add +0.3% 8,737 $2.5M
Tacita Capital Inc 1.61% Reduce -1.2% 8,736 $2.5M
Heritage Financial Services, LLC 0.33% Reduce -9.9% 8,721 $2.5M
Moseley Investment Management Inc. 0.98% Add +9.0% 8,715 $2.5M
Dash Acquisitions Inc. 0.60% Add +10.1% 8,639 $2.5M
Wiser Wealth Management, Inc 0.71% Add +12.5% 8,710 $2.5M
Kavar Capital Partners Group, LLC 0.39% Reduce -0.0% 8,708 $2.5M
Gemmer Asset Management LLC 0.25% Add +65.7% 8,695 $2.5M
Hobbs Group Advisors, LLC 0.88% Add +5.2% 8,686 $2.5M
Cook Wealth, LLC 1.23% Reduce -0.8% 8,578 $2.5M
Waterway Wealth Management, LLC 1.05% Add +1.7% 8,671 $2.5M
Cedar Mountain Advisors, LLC 0.55% New 8,666 $2.5M
Courier Capital LLC 0.17% Add +90.9% 8,635 $2.4M
Tempus Wealth Planning, LLC 0.89% Reduce -0.8% 8,598 $2.4M
Cahill Financial Advisors Inc. 0.33% Reduce -0.8% 8,595 $2.4M
Orca Investment Management, LLC 2.19% Add +12.3% 8,560 $2.4M
PCA Investment Advisory Services Inc. 1.14% Add +0.6% 8,528 $2.4M
Belmont Capital, LLC 0.40% Reduce -4.8% 8,508 $2.4M
Total Clarity Wealth Management, Inc. 0.77% Reduce -8.6% 8,492 $2.4M
Wells Trecaso Financial Group, LLC 0.79% Add +9.7% 8,442 $2.4M
Cascade Investment Advisors, Inc. 1.52% Reduce -2.2% 8,420 $2.4M
SWP Financial LLC 1.45% Reduce -0.2% 8,417 $2.4M
KOM Wealth Management Group, LLC 1.98% Reduce -24.1% 8,396 $2.4M
Zacks Investment Management 0.02% Add +17.8% 8,362 $2.4M
Fiduciary Alliance LLC 0.31% Add +313.0% 8,335 $2.4M
Sfm, LLC 1.77% Reduce -4.2% 8,335 $2.4M
Voya Financial Advisors, Inc. 0.25% Reduce -15.1% 8,356 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +27.7% 8,300 $2.4M
SkyOak Wealth, LLC 0.52% Add +3.7% 8,296 $2.3M
Jackson, Grant Investment Advisers, Inc. 0.88% Add +2.1% 8,294 $2.3M
Visionary Wealth Advisors 0.14% Add +3.3% 8,276 $2.3M
Aquire Wealth Advisors, LLC 0.74% Add +3.0% 8,270 $2.3M
Integrated Capital Management, Inc. 1.80% Reduce -2.5% 8,247 $2.3M
Sprinkle Financial Consultants LLC 1.67% No change 8,221 $2.3M
Northeast Financial Group, Inc. 0.90% Reduce -1.1% 8,218 $2.3M
Waypoint Wealth Partners Inc. 0.62% Reduce -11.3% 8,210 $2.3M
Estate Counselors, LLC 0.24% Reduce -42.5% 8,157 $2.3M
Money Concepts Capital Corp. 0.18% Add +3.0% 8,149 $2.3M
Sugarloaf Wealth Management, LLC 0.39% Add +3.2% 8,137 $2.3M
EagleClaw Capital Managment, LLC 0.39% Add +8.0% 8,132 $2.3M
Simmons Bank 0.17% Add +1.8% 8,126 $2.3M
Octavia Wealth Advisors, LLC 0.28% Add +35.6% 8,098 $2.3M
Greenfield Savings Bank 1.09% Add +0.1% 8,120 $2.3M
Cassaday & Co Wealth Management LLC 0.07% Add +6.4% 8,119 $2.3M
Talisman Wealth Advisors LLC 2.41% Add +0.4% 8,127 $2.3M
Advisors Management Group Inc. 0.54% Add +3.1% 8,072 $2.3M
Accent Capital Management, LLC 1.31% Add +751.6% 8,048 $2.3M
Glass Jacobson Investment Advisors llc 0.76% Add +6.9% 8,063 $2.3M
Fonville Wealth Management LLC 0.79% Add +7.7% 8,043 $2.3M
HFG Advisors, Inc. 2.01% Reduce -0.8% 8,017 $2.3M
Paragon Private Wealth Management, LLC 1.12% Add +469.4% 8,006 $2.3M
EFG Asset Management (Americas) Corp. 0.44% Reduce -27.4% 7,993 $2.3M
Moneco Advisors, LLC 0.28% Reduce -15.0% 7,990 $2.3M
Rossmore Private Capital 0.28% Add +10.2% 7,974 $2.3M
Rodgers & Associates, LTD 0.27% Add +8.8% 7,962 $2.3M
Stratos Investment Management, LLC 0.16% Add +2.7% 7,948 $2.3M
Pacifica Partners Inc. 0.93% Reduce -0.1% 7,915 $2.2M
Howard Wealth Management, LLC 1.30% Reduce -0.9% 7,912 $2.2M
Monument Capital Management 0.62% Add +4.0% 7,904 $2.2M
Rothschild Wealth LLC 0.67% Reduce -79.2% 9,899 $2.2M
Oxbow Advisors, LLC 0.23% No change 7,860 $2.2M
Daymark Wealth Partners, LLC 0.09% Add +127.3% 7,848 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +34.0% 7,846 $2.2M
SouthState Bank Corp 0.15% Reduce -0.5% 7,834 $2.2M
Brown Brothers Harriman & Co. 0.01% Add +20.8% 7,818 $2.2M
Neumann Capital Management, LLC 0.73% Reduce -0.5% 7,803 $2.2M
S.E.E.D. Planning Group LLC 0.73% No change 7,788 $2.2M
Edgestream Partners, L.P. 0.10% Reduce -37.9% 7,764 $2.2M
McGlone Suttner Wealth Management, Inc. 0.46% Add +1.1% 7,758 $2.2M
American Investment Services, Inc. 0.37% Reduce -8.9% 7,750 $2.2M
Holland Advisory Services, Inc. 2.86% Add +15.7% 7,713 $2.2M
Shepherd Kaplan Krochuk, LLC 1.64% Add +28.7% 7,676 $2.2M
Aviance Capital Partners, LLC 0.29% Add +7.1% 7,633 $2.2M
Watershed Private Wealth LLC 0.86% Add +0.0% 7,617 $2.2M
Manhattan West Asset Management, LLC 0.55% Reduce -2.4% 7,570 $2.1M
Summit Wealth Group, LLC 0.62% Reduce -0.1% 7,564 $2.1M
Geometric Wealth Advisors 0.39% Reduce -0.3% 7,529 $2.1M
New Republic Capital, LLC 1.22% Add +0.0% 7,502 $2.1M
Keb Asset Management, LLC 0.64% Add +0.2% 7,524 $2.1M
Austin Wealth Management, LLC 0.46% No change 7,561 $2.1M
Avantax Planning Partners, Inc. 0.08% Reduce -31.1% 7,459 $2.1M
Assetmark, Inc. 0.01% Add +49.5% 7,449 $2.1M
Capital Advisors Inc. 0.04% Reduce -7.3% 7,423 $2.1M
Latitude Advisors, LLC 1.19% Reduce -1.1% 7,422 $2.1M
Whittier Trust Co. of Nevada Inc. 0.05% Add +3.2% 7,408 $2.1M
First Trust Direct Indexing L.P. 0.11% Add +766.3% 7,372 $2.1M
Clark Capital Management Group, Inc. 0.01% Add +117.9% 7,358 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.98% Reduce -0.2% 7,334 $2.1M
Baldwin Investment Management, LLC 0.26% Add +32.7% 7,325 $2.1M
Avalon Trust Co 0.15% Reduce -0.9% 7,324 $2.1M
HTG Investment Advisors, Inc. 0.98% No change 7,319 $2.1M
Two Sigma Securities, LLC 0.16% Add +462.7% 7,315 $2.1M
FSA Advisors, Inc. 2.06% Reduce -3.3% 7,374 $2.1M
Roffman Miller Associates Inc. 0.13% Reduce -4.8% 7,303 $2.1M
Federated Hermes, Inc. 0.00% New 7,285 $2.1M
Pallas Capital Advisors LLC 0.09% Reduce -3.2% 7,217 $2.1M
Wealthgate Family Office, LLC 5.74% Add +0.3% 7,284 $2.1M
LPWM LLC 0.67% Reduce -12.1% 7,361 $2.1M
Gill Capital Partners, LLC 0.73% Add +2.3% 7,219 $2.0M
Cypress Capital Group 0.23% Reduce -1.0% 7,211 $2.0M
Pekin Hardy Strauss, Inc. 0.26% No change 7,191 $2.0M
Brio Consultants, LLC 0.32% Add +6.9% 7,190 $2.0M
Concentric Wealth Management, LLC 0.50% No change 7,184 $2.0M
AlphaStar Capital Management, LLC 0.16% Add +7.6% 7,139 $2.0M
Nicolet Bankshares Inc. 0.41% Reduce -1.4% 7,126 $2.0M
RDA Financial Network 0.62% Reduce -0.9% 7,075 $2.0M
WMG Financial Advisors, LLC 0.90% Reduce -1.9% 7,066 $2.0M
Vanguard Personalized Indexing Management, LLC 0.03% No change 7,054 $2.0M
RS Crum Inc. 0.47% Add +0.1% 7,036 $2.0M
Paulson Wealth Management Inc. 0.53% Reduce -4.4% 7,031 $2.0M
SPC Financial, Inc. 0.18% Add +7.5% 7,021 $2.0M
FNY Investment Advisers, LLC 0.96% New 7,000 $2.0M
Canvas Wealth Advisors, LLC 0.55% Reduce -11.9% 6,975 $2.0M
Clarus Wealth Advisors 1.01% Reduce -1.8% 7,057 $2.0M
Cedrus LLC 0.73% Add +143.9% 6,980 $2.0M
Tompkins Financial Corp. 0.19% Reduce -11.7% 6,971 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,961 $2.0M
Rice Partnership, LLC 0.40% Reduce -0.2% 6,954 $2.0M
Columbia Advisory Partners LLC 1.86% New 6,952 $2.0M
Whitaker-Myers Wealth Managers, LTD. 0.65% Reduce -3.4% 6,951 $2.0M
Mosaic Financial Group, LLC 1.39% Reduce -14.1% 6,936 $2.0M
Walkner Condon Financial Advisors LLC 0.40% Add +0.1% 6,909 $2.0M
Vident Advisory, LLC 0.05% Reduce -1.1% 6,885 $1.9M
Myecfo, LLC 1.05% Add +66.0% 6,841 $1.9M
Acas, LLC 1.59% Reduce -0.3% 6,821 $1.9M
Armstrong Advisory Group, Inc. 0.16% Add +0.7% 6,817 $1.9M
Muirfield Wealth Advisors LLC 1.63% Reduce -6.4% 6,765 $1.9M
Howard Capital Management, LLC 0.03% Add +6.2% 6,760 $1.9M
Whelan Financial 0.79% Reduce -3.4% 6,752 $1.9M
Cascade Wealth Advisors, Inc 1.37% Reduce -7.1% 6,749 $1.9M
RTD Financial Advisors, Inc. 0.24% Reduce -3.6% 6,743 $1.9M
Personal Cfo Solutions, LLC 0.27% Reduce -2.9% 6,739 $1.9M
Mosaic Family Wealth Partners, LLC 0.28% Add +7.9% 6,732 $1.9M
NWK Group, Inc. 0.78% New 6,711 $1.9M
Covestor Ltd 1.20% Add +6.8% 6,732 $1.9M
Trifecta Capital Advisors, LLC 0.40% No change 6,728 $1.9M
Mills Wealth Advisors LLC 1.31% Reduce -0.6% 6,800 $1.9M
True Wealth Design, LLC 0.74% Reduce -46.0% 6,677 $1.9M
Avidian Wealth Enterprises, LLC 0.09% Add +8.5% 6,674 $1.9M
Interchange Capital Partners, LLC 0.67% Reduce -8.0% 6,666 $1.9M
Falcon Wealth Planning 0.22% Add +13.8% 6,650 $1.9M
Simplicity Wealth,LLC 0.17% Reduce -85.3% 6,630 $1.9M
Center for Financial Planning, Inc. 0.25% Reduce -2.2% 6,624 $1.9M
L. Roy Papp & Associates, LLP 0.23% Reduce -0.1% 6,623 $1.9M
United Community Bank 0.73% Add +1.2% 6,617 $1.9M
Penobscot Investment Management Company, Inc. 0.17% Add +1.6% 6,613 $1.9M
Silverlake Wealth Management LLC 0.72% Add +3.6% 6,570 $1.9M
Vawter Financial, Ltd. 1.14% Add +52.9% 6,568 $1.9M
NDVR, Inc. 1.90% Reduce -3.3% 6,564 $1.9M
Fort Sheridan Advisors LLC 0.28% Add +6.9% 6,537 $1.9M
Realta Investment Advisors 0.85% Reduce -55.0% 6,408 $1.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.45% Reduce -3.2% 6,505 $1.8M
Galvin, Gaustad & Stein, LLC 0.17% Reduce -1.6% 6,484 $1.8M
Napatree Capital LLC 1.28% Add +0.8% 6,479 $1.8M
Integrity Wealth Solutions LLC 1.07% Reduce -18.1% 6,432 $1.8M
KFA Private Wealth Group, LLC 0.87% Reduce -9.8% 6,448 $1.8M
Peapack Gladstone Financial Corp. 0.03% Reduce -3.7% 6,426 $1.8M
Everett Harris & Co. 0.02% Add +5.9% 6,417 $1.8M
Beese Fulmer Investment Management, Inc. 0.16% Add +1.3% 6,410 $1.8M
Sivia Capital Partners, LLC 1.07% Reduce -26.1% 6,372 $1.8M
Steigerwald, Gordon & Koch Inc. 0.20% Reduce -0.1% 6,370 $1.8M
MB Generational Wealth, LLC 1.30% No change 6,367 $1.8M
Baron Financial Group, LLC 1.10% No change 6,335 $1.8M
Diversify Wealth Management, LLC 0.17% Add +14.5% 6,281 $1.8M
Fermata Advisors, LLC 0.36% Add +85.4% 6,321 $1.8M
Main Street Group, LTD 0.80% Reduce -29.7% 6,315 $1.8M
Koss-Olinger Consulting, LLC 0.15% Reduce -3.5% 6,309 $1.8M
Paladin Advisory Group, LLC 1.32% Add +5.5% 6,305 $1.8M
IronBridge Private Wealth, LLC 0.67% Add +0.3% 6,303 $1.8M
Acropolis Investment Management, LLC 0.11% Add +17.5% 6,299 $1.8M
Bay Rivers Group 0.89% No change 6,295 $1.8M
Salem Investment Counselors Inc. 0.05% Reduce -2.3% 6,279 $1.8M
Retirement Income Solutions, Inc. 0.41% No change 6,283 $1.8M
First Foundation Advisors 0.07% Reduce -38.6% 6,279 $1.8M
Caldwell Sutter Capital, Inc. 0.83% No change 6,278 $1.8M
Bath Savings Trust Co 0.18% Add +0.9% 6,277 $1.8M
LVW Advisors, LLC 0.23% Add +10.8% 6,251 $1.8M
Schneider Downs Wealth Management Advisors, LP 0.36% Reduce -41.2% 6,247 $1.8M
Northwest Investment Counselors, LLC 0.40% Add +0.0% 6,223 $1.8M
Tradition Wealth Management, LLC 0.16% Add +1.3% 6,221 $1.8M
Rakuten Securities, Inc. 0.76% Reduce -9.0% 6,211 $1.8M
Park Edge Advisors, LLC 0.50% Add +0.4% 6,197 $1.8M
CNB Bank 0.81% Add +3.5% 6,194 $1.8M
Echo Wealth Management, LLC 1.23% No change 6,164 $1.8M
HCR Wealth Advisors 0.23% Add +100.2% 6,190 $1.8M
Westfuller Advisors, LLC 1.25% — 6,140 $1.7M
Sheets Smith Wealth Management 0.21% Add +4.5% 6,159 $1.7M
Ahl Investment Management, Inc. 1.20% No change 6,159 $1.7M
Birchbrook, Inc. 0.97% Add +4820.8% 6,151 $1.7M
Presilium Private Wealth, LLC 0.40% No change 6,145 $1.7M
Outlook Wealth Advisors, LLC 0.50% Add +0.8% 6,095 $1.7M
Family Firm, Inc. 0.38% Add +0.3% 6,082 $1.7M
VestGen Investment Management 0.48% Add +2.3% 6,075 $1.7M
Montag A & Associates Inc. 0.08% Reduce -25.2% 6,029 $1.7M
Syntrinsic LLC 0.57% Add +6.8% 6,040 $1.7M
ORG Partners LLC 0.28% Reduce -19.3% 6,038 $1.7M
Eaton Financial Holdings Company, LLC 0.69% — 6,029 $1.7M
Juncture Wealth Strategies, LLC 0.66% Reduce -8.2% 6,018 $1.7M
Allegheny Financial Group 0.42% Reduce -0.7% 6,015 $1.7M
Bull Street Advisors, LLC 0.79% Reduce -3.8% 6,012 $1.7M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -1.3% 6,006 $1.7M
Sepio Capital, LP 0.13% Add +0.1% 5,982 $1.7M
Ascent Group, LLC 0.13% Reduce -3.2% 5,979 $1.7M
Austin Private Wealth, LLC 0.17% Reduce -8.1% 5,969 $1.7M
Global Assets Advisory, LLC 0.92% Reduce -2.8% 6,003 $1.7M
Compton Wealth Advisory Group, LLC 0.42% Add +0.4% 5,927 $1.7M
Stockman Wealth Management, Inc. 0.26% Reduce -11.6% 5,914 $1.7M
Curi Capital, LLC 0.04% Add +33.1% 5,905 $1.7M
Aspire Capital Advisors LLC 0.50% Reduce -3.6% 5,888 $1.7M
Worth Asset Management, LLC 0.90% Add +58.9% 5,875 $1.7M
KMG Fiduciary Partners, LLC 0.14% Reduce -4.6% 5,854 $1.7M
SP Asset Management LLC 0.14% Reduce -0.7% 5,843 $1.7M
Copperleaf Capital, LLC 1.26% Add +45.7% 5,826 $1.6M
Magnus Financial Group LLC 0.17% Add +1.0% 5,810 $1.6M
Heritage Wealth Advisors 0.08% Reduce -1.0% 5,800 $1.6M
Legacy Edge Advisors, LLC 0.26% Add +16.4% 5,798 $1.6M
Busey Bank 0.05% Reduce -2.4% 5,796 $1.6M
First Command Advisory Services, Inc. 0.02% Add +9.7% 5,796 $1.6M
BCK Partners, Inc. 0.78% Reduce -0.9% 5,779 $1.6M
Financial Connections Group, Inc. 0.80% Add +1.7% 5,769 $1.6M
Fiduciary Counselling Inc. 4.17% Add +2.4% 5,761 $1.6M
XML Financial, LLC 0.15% Reduce -57.7% 5,757 $1.6M
Tocqueville Asset Management L.P. 0.03% Add +92.8% 5,756 $1.6M
Convergence Financial, LLC 0.35% Add +641.9% 5,750 $1.6M
Cornell Pochily Investment Advisors, Inc. 0.56% Reduce -1.4% 5,710 $1.6M
Exencial Wealth Advisors, LLC 0.06% Add +0.3% 5,704 $1.6M
Mullaney, Keating & Wright, Inc. 1.12% Add +0.0% 5,704 $1.6M
BlueSky Wealth Advisors, LLC 0.25% Reduce -2.9% 5,700 $1.6M
Concord Wealth Partners 0.27% Reduce -4.8% 5,692 $1.6M
ETF Store, Inc. 1.65% Reduce -0.1% 5,673 $1.6M
Etesian Wealth Advisors, Inc. 0.73% New 5,673 $1.6M
Security Financial Services, INC. 0.33% Reduce -4.8% 5,647 $1.6M
TFO Wealth Partners, LLC 0.30% Add +0.3% 5,639 $1.6M
Verdence Capital Advisors LLC 0.13% Reduce -0.6% 5,627 $1.6M
Next Level Private LLC 0.65% Add +0.3% 5,612 $1.6M
Harbour Capital Advisors, LLC 0.37% Reduce -2.6% 5,582 $1.6M
Davidson Trust Co. 0.81% No change 5,588 $1.6M
Goelzer Investment Management, Inc. 0.09% Add +13.8% 5,587 $1.6M
Adirondack Trust Co. 0.61% No change 5,580 $1.6M
Madison Wealth Partners, Inc 0.47% New 5,574 $1.6M
Texas Yale Capital Corp. 0.07% Add +1.9% 5,535 $1.6M
Northeast Investment Management 0.07% Reduce -13.3% 5,527 $1.6M
Verus Capital Partners, LLC 0.15% Add +6.8% 5,501 $1.6M
Focused Wealth Management, Inc 0.21% Reduce -2.6% 5,501 $1.6M
St Germain D J Co. Inc. 0.07% Reduce -1.8% 5,490 $1.6M
Jim Saulnier & Associates, LLC 1.52% — 5,482 $1.6M
Riverview Trust Co 1.37% Add +50.5% 5,477 $1.6M
Asset Planning Corporation 1.01% Reduce -2.5% 5,459 $1.5M
Retirement Capital Strategies 0.60% Add +2.0% 5,434 $1.5M
WNY Asset Management, LLC 0.18% Reduce -0.7% 5,425 $1.5M
Bison Wealth, LLC 0.24% Reduce -40.9% 5,411 $1.5M
AF Advisors, Inc. 0.22% Add +0.0% 5,408 $1.5M
Vantage Financial Partners, LLC 0.38% Reduce -6.2% 5,399 $1.5M
Wealthspire Retirement, LLC 0.12% Reduce -21.5% 5,390 $1.5M
Aspen Wealth Management LLC 0.46% Reduce -4.1% 5,364 $1.5M
Old North State Trust, LLC 1.23% No change 5,354 $1.5M
Chapin Davis, Inc. 0.49% Reduce -1.1% 5,336 $1.5M
Fca Corp. 0.46% Add +0.0% 5,318 $1.5M
Halter Ferguson Financial Inc. 0.85% Add +3.0% 5,301 $1.5M
Innealta Capital, LLC 0.61% Reduce -4.7% 5,284 $1.5M
Northwest Quadrant Wealth Management, LLC 0.34% Reduce -0.9% 5,283 $1.5M
BTG Pactual Asset Management US LLC 0.22% New 5,260 $1.5M
Westshore Wealth, LLC 0.61% Add +0.1% 5,253 $1.5M
Valtinson Bruner Financial Planning LLC 0.52% Add +0.2% 5,250 $1.5M
Gitterman Wealth Management, LLC 0.62% New 5,234 $1.5M
Vestor Capital, LLC 0.12% Add +0.3% 5,223 $1.5M
Objective Capital Management, LLC 0.87% — 5,222 $1.5M
Sharkey, Howes & Javer 0.21% No change 5,203 $1.5M
BKM Wealth Management, LLC 0.60% Reduce -0.1% 5,201 $1.5M
Premier Path Wealth Partners, LLC 0.23% Add +0.0% 5,202 $1.5M
Covenant Asset Management, LLC 0.33% Add +5.1% 5,192 $1.5M
Courage Miller Partners, LLC 0.49% No change 5,187 $1.5M
TBH Global Asset Management, LLC 0.32% No change 5,179 $1.5M
Wealth Group Ltd 0.43% Reduce -0.3% 5,178 $1.5M
Lanark Financial, Inc. 0.12% Add +5.4% 5,175 $1.5M
Oldfather Financial Services, LLC 0.56% Reduce -4.4% 5,169 $1.5M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -2.8% 5,167 $1.5M
Hamilton Wealth, LLC 0.36% Add +19.4% 5,160 $1.5M
Inspire Advisors, LLC 0.18% Add +16.5% 5,133 $1.5M
Lloyd Advisory Services, LLC. 0.70% Add +432.8% 5,131 $1.5M
Pacific Financial Group Inc. 1.06% Add +0.3% 5,121 $1.5M
Valley National Advisers Inc. 0.26% Reduce -3.4% 5,124 $1.4M
Wealthquest Corp 0.13% Add +0.5% 5,167 $1.4M
Orleans Capital Management Corp. 0.82% No change 5,120 $1.4M
Townsend Asset Management Corp. /NC/ 0.54% Add +0.3% 5,100 $1.4M
Asset Advisors Investment Management, LLC 0.15% No change 5,079 $1.4M
1834 Investment Advisors Co. 0.17% Add +170.1% 5,061 $1.4M
Catalyst Private Wealth, LLC 0.70% No change 5,058 $1.4M
Winthrop Capital Management, LLC 0.68% New 5,056 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.14% No change 5,049 $1.4M
Accretive Wealth Partners, LLC 0.60% Reduce -15.2% 5,029 $1.4M
King Wealth Management Group 0.22% Reduce -7.0% 5,021 $1.4M
North Ridge Wealth Advisors, Inc. 0.97% Reduce -4.9% 5,018 $1.4M
Frisch Financial Group, Inc. 0.43% Add +187.6% 4,984 $1.4M
AtlasMark Financial, Inc 1.32% — 5,000 $1.4M
Parkside Investments, LLC 0.21% No change 5,000 $1.4M
First National Trust Co 0.05% Add +1.9% 4,987 $1.4M
Centaurus Financial, Inc. 0.09% Add +1.1% 4,988 $1.4M
United Advisor Group, LLC 0.32% Add +45.2% 4,985 $1.4M
Highline Wealth Partners LLC 0.47% Add +2.3% 4,977 $1.4M
Red Lighthouse Investment Management, LLC 0.55% No change 4,966 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Add +1.9% 4,955 $1.4M
Parthenon LLC 0.17% Add +0.1% 4,940 $1.4M
Ridgewood Investments LLC 0.70% Reduce -5.3% 4,938 $1.4M
HHM Wealth Advisors, LLC 0.20% Reduce -0.6% 4,932 $1.4M
CFS Investment Advisory Services, LLC 0.12% Reduce -59.6% 4,930 $1.4M
Mason & Associates Inc 0.35% Reduce -5.5% 4,930 $1.4M
Confluence Wealth Services, Inc. 0.10% Reduce -0.3% 4,921 $1.4M
Perkins Coie Trust Co 0.31% No change 4,908 $1.4M
Archvest Wealth Advisors, Inc. 0.88% Add +0.3% 4,906 $1.4M
Arvest Bank Trust Division 0.08% — 4,904 $1.4M
Fortis Capital Advisors, LLC 0.46% Add +27.3% 4,897 $1.4M
LBJ Family Wealth Advisors, Ltd. 0.82% Reduce -6.2% 4,892 $1.4M
Encompass More Asset Management 0.53% Reduce -66.3% 4,891 $1.4M
Sunburst Financial Group, LLC 0.35% Reduce -0.7% 4,886 $1.4M
Measured Wealth Private Client Group, LLC 0.46% Add +1.4% 4,867 $1.4M
DecisionPoint Financial, LLC 0.44% No change 4,856 $1.4M
Grand Wealth Management, LLC 0.78% Add +12.3% 4,839 $1.4M
Vista Investment Management 0.51% Reduce -1.8% 4,813 $1.4M
Albion Financial Group 0.09% Add +8.3% 4,811 $1.4M
Sensible Money, LLC 0.59% Reduce -29.1% 4,809 $1.4M
FSA Wealth Management LLC 0.54% — 4,796 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Add +3.5% 4,795 $1.4M
NCM Capital Management, LLC 0.65% Reduce -0.1% 4,785 $1.4M
Schaper Benz & Wise Investment Counsel Inc. 0.11% Reduce -1.5% 4,783 $1.4M
Brick & Kyle, Associates 0.58% Reduce -7.9% 4,776 $1.4M
Financial Council, LLC 0.70% Add +5.4% 4,773 $1.4M
FourThought Financial Partners, LLC 0.16% Add +7.0% 4,772 $1.4M
Old North State Wealth Management, LLC 0.76% Add +0.4% 4,770 $1.4M
Heritage Investment Group, Inc. 0.26% Reduce -2.4% 4,762 $1.3M
GAMMA Investing LLC 0.13% Add +6.3% 4,754 $1.3M
Morton Brown Family Wealth, LLC 0.48% Add +1.6% 4,753 $1.3M
Poehling Capital Management, INC. 0.34% No change 4,748 $1.3M
Jeppson Wealth Management, LLC 0.48% Add +0.3% 4,746 $1.3M
Private Wealth Management Group, LLC 0.53% Add +0.0% 4,733 $1.3M
Summit Financial Strategies, Inc. 0.15% Reduce -3.5% 4,716 $1.3M
Seneca Financial Advisors LLC 0.65% No change 4,710 $1.3M
OneAscent Wealth Management LLC 0.51% New 4,691 $1.3M
First Nebraska Trust Co 0.13% No change 4,700 $1.3M
Robinswood Financial LLC 0.49% Add +0.6% 4,699 $1.3M
Northwest Financial Advisors 1.05% No change 4,673 $1.3M
Access Financial Services, Inc. 0.61% Add +0.2% 4,668 $1.3M
ORBA Wealth Advisors, L.L.C. 0.67% Reduce -2.0% 4,667 $1.3M
Summit Asset Management, LLC 0.15% No change 4,654 $1.3M
Richardson Financial Services Inc. 0.84% Add +99.1% 4,784 $1.3M
Woodard & Co. Asset Management Group Inc. 0.30% Add +1.6% 4,647 $1.3M
Meridian Wealth Advisors, LLC 0.22% Add +15.7% 4,617 $1.3M
Wescott Financial Advisory Group, LLC 0.14% Add +1.1% 4,607 $1.3M
Eq LLC 0.65% Reduce -0.0% 4,607 $1.3M
Beaumont Asset Management, L.L.C. 0.76% No change 4,605 $1.3M
Smithbridge Asset Management Inc. 0.22% Reduce -3.4% 4,603 $1.3M
Hubbell Strickland Wealth Management, LLC 0.61% Add +4.1% 4,602 $1.3M
1776 Wealth LLC 0.59% No change 4,591 $1.3M
Peninsula Wealth, LLC 0.23% Reduce -2.5% 4,515 $1.3M
SFG Wealth Management, LLC. 0.69% Reduce -4.6% 4,576 $1.3M
Blueprint Investment Partners LLC 0.23% Reduce -31.1% 4,575 $1.3M
American National Bank & Trust 0.15% Reduce -5.5% 4,564 $1.3M
Solidarity Wealth, LLC 0.35% No change 4,540 $1.3M
Journey Advisory Group, LLC 0.15% No change 4,820 $1.3M
Regatta Capital Group, LLC 0.25% Add +0.6% 4,550 $1.3M
Grove Bank & Trust 0.19% Add +4.8% 4,546 $1.3M
IFG Advisors, LLC 0.28% Add +7.7% 4,544 $1.3M
IAG Wealth Partners, LLC 0.24% Reduce -3.0% 4,540 $1.3M
Intergy Private Wealth, LLC 0.49% Reduce -2.8% 4,529 $1.3M
Wolverine Trading, LLC 0.03% New 4,544 $1.3M
Bill Few Associates, Inc. 0.45% No change 4,522 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -6.4% 4,515 $1.3M
Balanced Wealth Group LLC 0.57% Reduce -13.1% 4,511 $1.3M
Round Rock Advisors LLC 0.30% Add +0.0% 4,493 $1.3M
Curran Financial Partners, LLC 0.36% Reduce -0.4% 4,471 $1.3M
Cahaba Wealth Management, Inc. 0.10% Reduce -2.7% 4,464 $1.3M
Hibernia Wealth Partners, LLC 0.44% Add +156.6% 4,439 $1.3M
Concentrum Wealth Management 0.49% No change 4,419 $1.3M
O'Connor Financial Group LLC 0.66% Reduce -17.4% 4,413 $1.2M
Benchmark Wealth Management, LLC 0.62% Reduce -5.6% 4,406 $1.2M
Farmers Trust Co. 0.23% No change 4,404 $1.2M
RAM Investment Partners, LLC 0.32% Reduce -4.5% 4,390 $1.2M
Gradient Capital Advisors, LLC 0.41% Reduce -5.6% 4,388 $1.2M
Financial Freedom, LLC 0.66% Reduce -3.0% 4,387 $1.2M
TKG Advisors, LLC 0.61% Reduce -1.2% 4,384 $1.2M
Capital Asset Advisory Services LLC 0.06% Reduce -9.2% 4,391 $1.2M
HF Advisory Group, LLC 0.58% Reduce -0.2% 4,375 $1.2M
Essex Bank 0.31% Add +4.8% 4,375 $1.2M
Sweeney & Michel, LLC 0.49% Add +0.3% 4,282 $1.2M
Rathbones Group PLC 0.01% Reduce -0.8% 4,366 $1.2M
Lauer Wealth, LLC 0.96% Add +3.3% 4,331 $1.2M
Swisher Financial Concepts, Inc. 0.78% Add +212.8% 4,460 $1.2M
Financial Symmetry Inc 0.86% Add +1.1% 4,345 $1.2M
Scotia Capital Inc. 0.01% Reduce -5.4% 4,345 $1.2M
Kelleher Financial Advisors 0.47% Add +5.5% 4,344 $1.2M
Cross Staff Investments Inc 0.95% Add +0.0% 4,332 $1.2M
Financial Management Network Inc. 0.26% Add +4.7% 4,335 $1.2M
Aveo Capital Partners, LLC 0.13% Reduce -0.3% 4,325 $1.2M
Prio Wealth Limited Partnership 0.04% Reduce -0.2% 4,317 $1.2M
Ranch Capital Advisors Inc. 0.58% No change 4,316 $1.2M
Creative Capital Management Investments LLC 0.51% No change 4,310 $1.2M
Signify Wealth 1.50% Reduce -12.7% 4,309 $1.2M
Atlantic Union Bankshares Corp 0.07% Reduce -4.6% 4,304 $1.2M
Aletheian Wealth Advisors LLC 0.71% Reduce -6.4% 4,285 $1.2M
Pursue Wealth Partners LLC 0.66% Reduce -10.5% 4,285 $1.2M
Opal Wealth Advisors, LLC 0.38% Reduce -0.8% 4,279 $1.2M
Ridgecrest Wealth Partners, LLC 0.63% Reduce -0.9% 4,265 $1.2M
Brown Wealth Management, LLC 0.44% Add +5.1% 4,265 $1.2M
Yoder Wealth Management, Inc. 0.72% Add +0.8% 4,261 $1.2M
SimpliFi, Inc. 0.53% Reduce -2.7% 4,259 $1.2M
Cadinha & Co. LLC 0.21% Reduce -0.8% 4,249 $1.2M
Bernardo Wealth Planning LLC 0.29% Add +2.9% 4,177 $1.2M
Defined Wealth Management, LLC 0.78% No change 4,238 $1.2M
Fragasso Financial Advisors Inc 0.09% Reduce -30.7% 4,235 $1.2M
Performance Wealth Partners, LLC 0.04% Add +37.2% 4,230 $1.2M
ARS Wealth Advisors Group, LLC 0.15% Reduce -2.9% 4,224 $1.2M
Autumn Glory Partners, LLC 0.46% Reduce -0.4% 4,220 $1.2M
Everpar Advisors LLC 0.62% Add +1.8% 4,201 $1.2M
ODonnell Financial Services, LLC 0.48% Add +0.6% 4,201 $1.2M
Bridges Investment Management Inc. 0.02% Add +3.6% 4,200 $1.2M
Kaye Capital Management 0.48% Add +0.4% 4,197 $1.2M
Ifrah Financial Services, Inc. 0.32% Reduce -1.7% 4,193 $1.2M
Eley Financial Management, Inc 0.48% Reduce -19.3% 4,192 $1.2M
Christopher J. Hasenberg, Inc 0.49% Add +2.9% 4,193 $1.2M
Pathway Financial Advisors LLC 0.30% No change 4,183 $1.2M
Mattern Capital Management, LLC 0.15% No change 4,179 $1.2M
Spectrum Wealth Counsel, LLC 0.14% No change 4,169 $1.2M
Caitlin John, LLC 0.76% Add +7.5% 3,977 $1.2M
Cullen/Frost Bankers, Inc. 0.02% Reduce -61.6% 4,159 $1.2M
Cornerstone Advisory, LLC 0.15% Reduce -3.3% 4,156 $1.2M
Amplius Wealth Advisors, LLC 0.13% Add +0.2% 4,156 $1.2M
Cidel Asset Management Inc. 0.08% No change 4,155 $1.2M
Searcy Financial Services Inc. 0.55% No change 4,153 $1.2M
Wealth Dimensions Group, Ltd. 0.30% Add +1.8% 4,140 $1.2M
Hudock, Inc. 0.20% Reduce -1.5% 4,133 $1.2M
Morton Capital Management LLC 0.23% No change 4,131 $1.2M
Radnor Capital Management, LLC 0.17% New 4,118 $1.2M
JGP Wealth Management, LLC 0.15% Add +8.9% 4,078 $1.2M
Oakworth Capital, Inc. 0.08% No change 4,069 $1.2M
BigSur Wealth Management LLC 0.32% No change 4,053 $1.2M
Ascent Wealth Partners, LLC 0.16% No change 4,058 $1.1M
EPG Wealth Management LLC 0.29% Add +0.0% 4,042 $1.1M
Acorn Financial Advisory Services Inc. 0.20% Reduce -1.5% 4,031 $1.1M
Aspire Private Capital, LLC 0.27% Reduce -7.5% 4,028 $1.1M
Clarity Financial LLC 0.13% Add +18.9% 4,022 $1.1M
Farrell Financial LLC 0.80% Add +3.3% 3,835 $1.1M
Appleton Partners Inc. 0.08% Reduce -3.4% 4,012 $1.1M
Bank of Stockton 0.34% Add +19.9% 4,010 $1.1M
First National Corp. /Ma/ 0.25% Reduce -21.4% 3,987 $1.1M
Greenwich Wealth Management LLC 0.08% New 3,985 $1.1M
Apexium Financial, LP 0.07% Add +5.6% 3,973 $1.1M
New Century Financial Group, LLC 0.41% Add +84.5% 3,977 $1.1M
Ally Invest Advisors Inc. 0.10% Reduce -10.8% 3,963 $1.1M
Vectors Research Management, LLC 0.34% Reduce -0.1% 3,961 $1.1M
Centurion Wealth Management LLC 0.36% — 3,939 $1.1M
Orgel Wealth Management, LLC 0.03% Add +23.1% 3,938 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -94.7% 3,938 $1.1M
Colonial Trust Advisors 0.10% Add +423.0% 3,938 $1.1M
Aaron Wealth Advisors LLC 0.13% Add +32.9% 3,934 $1.1M
Tucker Asset Management LLC 0.26% Reduce -1.4% 3,930 $1.1M
Meredith Wealth Planning 0.53% Add +0.2% 3,923 $1.1M
New World Advisors LLC 0.29% Add +32.6% 3,921 $1.1M
Paragon Capital Management Inc. 0.82% Add +12.6% 3,907 $1.1M
Melfa Wealth Management, Inc. 0.73% Add +15.2% 3,906 $1.1M
Macroview Investment Management LLC 1.08% Add +0.4% 3,903 $1.1M
Essex LLC 0.23% Add +13.7% 3,885 $1.1M
Sequent Asset Management, LLC 0.54% Reduce -36.9% 3,881 $1.1M
Benin Management CORP 0.31% New 3,881 $1.1M
Secure Asset Management, LLC 0.19% Add +204.9% 3,872 $1.1M
Creative Financial Designs Inc. 0.09% Add +14.7% 3,854 $1.1M
Evergreen Advisors, LLC 0.30% Add +0.4% 3,850 $1.1M
Key Financial Inc 0.24% Reduce -2.7% 3,848 $1.1M
Key Client Fiduciary Advisors, LLC 0.50% Reduce -9.0% 3,844 $1.1M
Salomon & Ludwin, LLC 0.11% Reduce -1.1% 3,820 $1.1M
Davidson Investment Advisors 0.05% No change 3,818 $1.1M
GG Group Ventures, LLC 1.58% Add +17.1% 3,675 $1.1M
Shepherd Financial Partners LLC 0.13% Reduce -23.9% 3,814 $1.1M
Harbor Advisory Corp. 0.35% Reduce -1.0% 3,808 $1.1M
CRA Financial Services, LLC 0.20% Reduce -5.7% 3,803 $1.1M
GDS Wealth Management 0.10% Add +10.9% 3,800 $1.1M
Prosperity Planning, Inc. 0.48% Reduce -2.2% 3,792 $1.1M
Unison Advisors LLC 0.13% Add +1.3% 3,784 $1.1M
Pittenger & Anderson Inc. 0.04% Reduce -0.9% 3,783 $1.1M
Spinnaker Trust 0.07% Reduce -31.8% 3,780 $1.1M
Cornerstone Advisors Asset Management, LLC 0.24% Add +30.0% 3,776 $1.1M
Susquehanna Foundation 0.32% No change 3,775 $1.1M
Chatham Capital Group, Inc. 0.17% No change 3,775 $1.1M
Berger Financial Group, Inc 0.08% Reduce -1.3% 3,764 $1.1M
Hourglass Capital, LLC 0.30% Add +16.8% 3,750 $1.1M
WealthShield Partners, LLC 0.14% Add +13.6% 3,733 $1.1M
Capital Management Associates, Inc 0.43% New 3,736 $1.1M
BlackRock, Inc. 0.00% — 3,733 $1.1M
Fairscale Capital, LLC 0.93% Add +7.6% 3,720 $1.1M
Tidemark, LLC 0.43% Add +0.3% 3,727 $1.1M
Nicolet Advisory Services, LLC 0.10% Reduce -16.9% 3,768 $1.1M
Sage Capital Advisors,llc 0.27% Reduce -0.1% 3,715 $1.1M
Cornerstone Capital, Inc. 0.10% Add +0.3% 3,713 $1.1M
PYA Waltman Capital, LLC 0.34% No change 3,713 $1.1M
Summit Wealth Partners, LLC 0.20% Add +10.0% 3,711 $1.1M
Birchcreek Wealth Management, LLC 0.69% Reduce -3.3% 3,707 $1.0M
Marcum Wealth, LLC 0.10% Reduce -0.1% 3,705 $1.0M
Consolidated Portfolio Review Corp 0.23% Reduce -1.4% 3,703 $1.0M
Cornerstone Wealth Advisors, Inc. 0.29% Reduce -1.3% 3,700 $1.0M
Flower City Capital 0.62% Reduce -2.4% 3,688 $1.0M
Darden Wealth Group Inc 0.75% Add +0.8% 3,696 $1.0M
Shira Ridge Wealth Management 0.53% Add +0.1% 3,675 $1.0M
Breakwater Capital Group 0.21% Reduce -0.2% 3,674 $1.0M
Alpha Omega Group, Inc. 1.43% Add +306.6% 3,672 $1.0M
Quotient Wealth Partners, LLC 0.03% Add +41.6% 3,670 $1.0M
Lutz Financial Services LLC 0.08% Add +5.5% 3,664 $1.0M
Seven Springs Wealth Group, LLC 0.38% No change 3,628 $1.0M
Bollard Group LLC 0.03% Add +0.4% 3,595 $1.0M
Front Street Capital Management, Inc. 0.16% Add +4.7% 3,584 $1.0M
Lake Street Private Wealth, LLC 0.16% Reduce -55.7% 3,580 $1.0M
Fortune 45 LLC 0.72% Reduce -1.3% 3,574 $1.0M
Advance Capital Management, Inc. 0.04% Reduce -4.7% 3,570 $1.0M
Accelerate Investment Advisors LLC 0.99% — 3,567 $1.0M
Spreng Capital Management, Inc. 0.48% Reduce -48.9% 3,564 $1.0M
Richard P Slaughter Associates Inc 0.23% Reduce -22.3% 3,559 $1.0M
USA Financial Formulas 0.16% Reduce -13.3% 3,557 $1.0M
West Michigan Advisors, LLC 0.30% Add +10.4% 3,541 $1.0M
Twelve Points Wealth Management LLC 0.31% Reduce -17.0% 3,529 $999K
My Legacy Advisors, LLC 0.39% Add +0.7% 3,524 $998K
Armstrong Henry H Associates Inc. 0.09% No change 3,500 $991K
Bourgeon Capital Management LLC 0.19% Reduce -10.1% 3,498 $990K
Chico Wealth RIA 0.84% Reduce -0.3% 3,486 $987K
Port Capital LLC 0.04% No change 3,486 $987K
Hancock Whitney Corp. 0.03% No change 3,471 $983K
Parsons Capital Management Inc. 0.06% Reduce -3.9% 3,468 $982K
Vision Capital Management, Inc. 0.14% Add +19.5% 3,464 $981K
Marco Investment Management LLC 0.08% Add +52.5% 3,453 $978K
Hyperion Partners, LLC 0.62% Add +0.3% 3,435 $973K
Family Investment Center, Inc. 0.24% Add +90.2% 3,435 $973K
Regency Capital Management Inc.\DE 0.53% No change 3,432 $972K
Claris Advisors, LLC / Mo / 0.42% Add +0.2% 3,425 $970K
Cassady Schiller Wealth Management, LLC 0.35% Reduce -6.9% 3,422 $969K
Loudon Investment Management, LLC 0.53% Add +3.9% 3,422 $969K
Matrix Asset Advisors Inc. 0.11% No change 3,417 $968K
Mason Investment Advisory Services, Inc. 0.06% No change 3,416 $967K
FreeGulliver LLC 0.57% Add +0.2% 3,414 $967K
Burney Co./ 0.03% Reduce -5.9% 3,406 $964K
Brightwater Advisory LLC 0.71% Reduce -2.0% 3,395 $961K
TD Asset Management Inc 0.00% Add +0.4% 3,403 $960K
Discipline Wealth Solutions, LLC 0.51% Add +8.2% 3,389 $960K
Horan Securities, Inc. 0.37% Add +61.0% 3,385 $959K
Divergent Wealth Advisors 0.18% Reduce -2.8% 3,383 $958K
Quadrant Private Wealth Management, LLC 0.24% Reduce -1.1% 3,362 $955K
Whalerock Point Partners, LLC 0.23% No change 3,368 $954K
Fidelity D & D Bancorp Inc. 0.63% Reduce -0.2% 3,365 $953K
Eagle Strategies LLC 0.17% Add +0.6% 3,352 $949K
Strata Wealth Advisors, LLC 0.30% Add +103.5% 3,347 $948K
Clayton Financial Group LLC 0.35% Add +73.2% 3,347 $948K
Russell Investments Group, Ltd. 0.00% Add +214.7% 3,336 $945K
Kaizen Financial Strategies 0.55% No change 3,332 $943K
Cora Capital Advisors LLC 0.46% Add +7.2% 3,326 $942K
Hengehold Capital Management LLC 0.09% Add +6.1% 3,323 $941K
Pegasus Partners Ltd. 0.09% New 3,316 $939K
Unionview, LLC 0.73% Reduce -2.4% 3,308 $937K
Golden Road Advisors LLC 0.73% Add +19.5% 3,303 $935K
V2 Financial group LLC 0.60% Reduce -8.3% 3,300 $934K
Uptick Partners, LLC 0.40% Add +68.2% 3,299 $934K
Brickley Wealth Management 0.19% Add +25.5% 3,298 $934K
Boltwood Capital Management 0.28% Reduce -0.7% 3,296 $933K
Union Savings Bank 0.46% Reduce -7.1% 3,296 $933K
Florida Financial Advisors, LLC 0.48% New 3,281 $929K
Brown, Lisle/Cummings, Inc. 0.28% Reduce -4.4% 3,260 $923K
Midwest Financial Group LLC 0.54% Add +1.3% 3,248 $920K
Nixon Peabody Trust Co. 0.08% Reduce -5.0% 3,249 $920K
Peak Asset Management, LLC 0.17% Reduce -2.9% 3,245 $919K
Keystone Wealth Services, LLC 0.25% Add +32.4% 3,244 $919K
Destination Wealth Management 0.03% Reduce -44.9% 3,243 $918K
Pointe Capital Management LLC 0.54% Add +4.8% 3,240 $917K
Comprehensive Financial Consultants Institutional, Inc. 0.34% Reduce -2.8% 3,239 $917K
Alliance Wealth Advisors, LLC 0.53% Add +26.6% 3,235 $916K
Sage Investment Advisers LLC 0.96% Add +0.7% 3,229 $914K
Hilltop National Bank 0.28% No change 3,227 $914K
Aldebaran Financial Inc. 1.07% Add +8.4% 3,208 $908K
Fairway Wealth LLC 0.46% Add +206.3% 3,204 $907K
Trustmark Bank Trust Department 0.07% Add +1.2% 3,197 $905K
Gotham Asset Management 0.01% Add +10.6% 3,187 $902K
Members Trust Co 0.03% Add +8.2% 3,186 $902K
Noesis Capital Mangement Corp. 0.18% New 3,153 $893K
Invst, LLC 0.11% Reduce -9.8% 3,150 $892K
Fairfield, Bush & Co. 0.53% Reduce -6.7% 3,142 $890K
Creegan & Nassoura Financial Group, LLC 0.56% No change 3,140 $889K
Legacy Investment Solutions, LLC 0.54% — 2,996 $887K
Legacy Wealth Managment, LLC 0.54% — 2,996 $887K
Armbruster Capital Management, Inc. 0.18% Reduce -11.3% 3,130 $886K
Bennett Selby Investments LP 0.37% No change 3,127 $885K
Per Stirling Capital Management, LLC. 0.12% Add +50.5% 3,124 $884K
Bank of Marin 0.71% Reduce -0.7% 3,122 $884K
VitalStone Financial, LLC 0.60% Add +0.7% 3,117 $883K
Broadleaf Partners, LLC 0.21% Add +16.9% 3,098 $877K
Rowlandmiller & Partners.adv 0.18% Add +0.2% 3,087 $874K
Foster & Motley Inc. 0.06% Add +34.5% 3,083 $873K
Lathrop Investment Management Co. 0.16% Add +0.4% 3,078 $872K
Cedar Point Capital Partners, LLC 0.60% Reduce -5.9% 3,076 $871K
Carson Advisory Inc. 0.55% Reduce -0.3% 3,068 $869K
Ironwood Investment Counsel, LLC 0.14% Add +9.2% 3,064 $868K
Resurgent Financial Advisors LLC 0.51% No change 3,052 $864K
Warner Financial, Inc. 0.38% Reduce -7.5% 3,051 $864K
Armor Investment Advisors, LLC 0.36% Reduce -1.1% 3,046 $862K
Smith Chas P & Associates Pa Cpas 0.05% Reduce -5.5% 3,038 $860K
Harbor Group, Inc. 0.20% No change 3,034 $859K
True North Advisors, LLC 0.22% Add +2.9% 3,034 $859K
Fortitude Family Office, LLC 0.34% Add +0.0% 3,031 $858K
Maia Wealth LLC 0.21% Reduce -7.8% 2,995 $856K
Great Lakes Advisors, LLC 0.01% Add +74.1% 2,986 $845K
Hudson Capital Management LLC 0.28% No change 2,973 $842K
PAX Financial Group, LLC 0.15% Reduce -78.5% 2,964 $839K
Alexander Labrunerie & Co., Inc. 0.39% Reduce -1.4% 2,960 $838K
Tandem Capital Management Corp. 0.44% Add +1.0% 2,959 $838K
Dimension Capital Management LLC 0.16% No change 2,959 $838K
Deutsche Bank AG 0.00% Reduce -3.3% 2,957 $837K
Lowe Brockenbrough & Co. Inc. 0.05% New 2,947 $837K
Earnest Partners LLC 0.00% Reduce -35.9% 2,947 $834K
Peachtree Investment Partners, LLC 0.31% Add +0.7% 2,943 $833K
Envision Financial Planning, LLC 0.44% No change 2,942 $833K
LBMC Investment Advisors, LLC 0.07% Add +48.3% 2,926 $829K
Power Wealth Management LLC 0.35% No change 2,923 $828K
Sawyer & Company, Inc 0.31% Add +3.4% 2,920 $827K
SlateStone Wealth, LLC 0.07% No change 2,920 $827K
Family Manage LLC 0.14% Add +44.4% 2,919 $827K
Channel Wealth LLC 0.27% No change 2,909 $824K
Van Den Berg Management I, Inc. 0.24% Reduce -6.8% 2,901 $821K
Hoxton Planning & Management, LLC 0.32% Reduce -0.8% 2,891 $819K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -11.0% 2,883 $816K
S&co Inc. 0.05% Reduce -21.5% 2,882 $816K
Checchi Capital Advisers, LLC 0.06% Reduce -2.5% 2,875 $814K
Keystone Financial Services 0.31% Reduce -0.9% 2,866 $812K
Paragon Financial Partners, Inc. 0.59% Add +0.1% 2,859 $810K
Grant/GrossMendelsohn, LLC 0.35% Add +11.2% 2,850 $809K
Shorepath Capital Management LLC 0.59% Add +0.5% 2,855 $808K
Elmwood Wealth Management, Inc. 0.33% Add +7.8% 2,843 $805K
FinTrust Capital Advisors, LLC 0.14% Reduce -19.8% 2,842 $805K
Emerald Advisors, LLC 0.12% No change 2,784 $804K
Transcendent Capital Group LLC 0.41% Reduce -2.6% 2,840 $804K
Walled Lake Planning & Wealth Management, LLC 0.30% Add +5.9% 2,828 $801K
Lee Danner & Bass Inc. 0.06% Reduce -4.1% 2,827 $800K
Mma Asset Management LLC 0.21% Add +98.0% 3,236 $800K
Agate Pass Investment Management, LLC 0.40% No change 2,819 $798K
IMPACTfolio, LLC 0.41% No change 2,815 $797K
LGT Financial Advisors LLC 1.96% Reduce -45.5% 2,812 $796K
GHP Investment Advisors, Inc. 0.04% Add +26.9% 2,812 $796K
New England Professional Planning Group Inc. 0.39% No change 2,804 $794K
Physician Wealth Solutions Inc. 0.40% No change 2,771 $794K
Lederer & Associates Investment Counsel 0.56% No change 2,799 $793K
Abacus Wealth Partners, LLC 0.12% Add +2.6% 2,794 $791K
All Terrain Financial Advisors, LLC 0.30% Add +0.7% 2,787 $789K
Towercrest Capital Management 0.13% Reduce -0.9% 2,776 $786K
Alliance Wealth Management Group 0.21% Reduce -0.9% 2,775 $786K
Capital Planning Advisors, LLC 0.12% Reduce -0.0% 2,775 $786K
Rezny Wealth Management, Inc. 0.20% Add +302.2% 4,505 $784K
Afg Fiduciary Services Limited Partnership 0.53% Reduce -0.4% 2,737 $783K
Mason & Associates, LLC 0.24% Reduce -1.0% 2,764 $783K
Atlantic Edge Private Wealth Management, LLC 0.24% Add +8.2% 2,761 $782K
Meridian Financial Partners LLC 0.39% Reduce -0.3% 2,756 $780K
San Luis Wealth Advisors LLC 0.16% Add +2.9% 2,753 $779K
WP Advisors, LLC 0.28% Add +0.4% 2,743 $777K
Baxter Bros Inc. 0.10% No change 2,741 $776K
Bank of New Hampshire 0.19% Add +1.2% 2,737 $775K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -7.0% 2,738 $775K
JB Capital LLC 0.04% Add +3.7% 2,716 $769K
Sandbox Financial Partners, LLC 0.27% Add +0.1% 2,710 $767K
Advisor Resource Council 0.35% Reduce -64.2% 2,691 $762K
Marietta Wealth Management, LLC 0.11% Add +5.7% 2,688 $761K
Shared Vision Wealth Group LLC 0.41% No change 2,683 $760K
Altfest L J & Co. Inc. 0.10% Add +4.4% 2,675 $757K
World Equity Group, Inc. 0.27% Add +7.0% 2,672 $757K
Van Hulzen Asset Management, LLC 0.05% Reduce -1.4% 2,666 $755K
Calamos Wealth Management LLC 0.04% New 2,663 $754K
Full Sail Capital, LLC 0.05% Reduce -15.4% 2,659 $753K
Gilliland Jeter Wealth Management LLC 0.24% Add +11.4% 2,657 $752K
Heritage Wealth Management, Inc. 0.25% Reduce -10.5% 2,652 $751K
Altus Wealth Group LLC 0.32% Reduce -8.1% 2,650 $750K
Legacy Trust 0.17% No change 2,645 $749K
Intrinsic Value Partners, LLC 0.75% Add +12.2% 2,643 $748K
Carnegie Lake Advisors LLC 0.30% — 2,637 $747K
Clearwater Capital Advisors, LLC 0.07% Reduce -10.4% 2,637 $747K
Greenwood Capital Associates LLC 0.10% No change 2,636 $746K
Ervin Investment Management, LLC 0.48% Reduce -9.0% 2,620 $742K
Riverstone Advisors, LLC 0.43% No change 2,615 $741K
DF Dent & Co. Inc. 0.01% No change 2,615 $740K
EnRich Financial Partners LLC 0.25% Reduce -2.9% 2,615 $740K
Prosperity Consulting Group, LLC 0.06% Add +10.9% 2,612 $740K
Thrive Capital Management, LLC 0.35% No change 2,609 $739K
Southeast Asset Advisors, LLC 0.08% Add +1.1% 2,607 $738K
Register Financial Advisors LLC 0.38% Reduce -0.7% 2,600 $736K
Mechanics Bank Trust Department 0.10% No change 2,600 $736K
TrinityPoint Wealth, LLC 0.11% Add +35.4% 2,594 $735K
T. Rowe Price Associates Inc. 0.00% Reduce -7.2% 2,580 $731K
B & T Capital Management DBA Alpha Capital Management 0.14% Add +0.3% 2,574 $729K
Jackson Wealth Management, LLC 0.09% No change 2,559 $725K
Platte River Wealth Advisors, LLC 0.19% Add +0.1% 2,560 $725K
Pennsylvania Capital Management Inc. 0.26% Add +1.4% 2,557 $724K
Knightsbridge Asset Management, LLC 0.16% Reduce -0.7% 2,556 $724K
Beckerman Institutional, LLC 0.61% — 2,549 $722K
First Pacific Financial 0.17% Add +13.5% 2,546 $721K
Evolution Wealth Advisors, LLC 0.13% No change 2,546 $721K
Aprio Wealth Management, LLC 0.12% Add +0.1% 2,541 $720K
Teachers Insurance & Annuity Association of America 1.10% — 2,539 $719K
River Wealth Advisors LLC 0.10% Add +1.7% 2,539 $719K
Southland Equity Partners LLC 0.17% Add +0.2% 2,538 $719K
Delta Asset Management LLC 0.06% No change 2,527 $716K
Riversedge Advisors, LLC 0.16% Add +0.2% 2,524 $715K
Moneywise, Inc. 0.35% New 2,523 $714K
Providence Capital Advisors, LLC 0.14% Add +9.0% 2,503 $709K
CM Wealth Advisors LLC 0.23% No change 2,495 $709K
Fishman Jay A Ltd. 0.07% No change 2,500 $708K
Investment Planning Advisors, Inc. 0.36% No change 2,644 $707K
Trexquant Investment LP 0.01% Reduce -39.0% 2,494 $706K
Williams & Novak, LLC 0.66% Reduce -9.6% 2,493 $706K
Ruggaard & Associates LLC 0.31% Add +1.2% 2,484 $703K
Sara-Bay Financial 0.25% Reduce -9.7% 2,473 $700K
Bienville Capital Management, LLC 0.18% No change 2,463 $700K
Ullmann Wealth Partners Group, LLC 0.09% Add +0.1% 2,467 $699K
Great Waters Wealth Management 0.09% Reduce -0.8% 2,467 $698K
First Community Trust NA 0.57% No change 2,461 $697K
Detalus Advisors, LLC 0.23% Reduce -0.7% 2,460 $697K
Prairie Wealth Advisors, Inc. 0.34% No change 2,448 $695K
Strategic Equity Management 0.33% New 2,444 $692K
HighMark Wealth Management LLC 0.38% Add +3.6% 2,429 $688K
Trinity Wealth Management, LLC 0.32% Add +114.8% 2,427 $687K
Sfmg, LLC 0.06% Reduce -1.3% 2,424 $687K
Venturi Wealth Management, LLC 0.04% Reduce -5.3% 2,424 $686K
Curated Wealth Partners LLC 0.09% Reduce -14.8% 2,422 $686K
Certus Wealth Management, LLC 0.47% Reduce -21.9% 2,409 $682K
ESL Trust Services, LLC 0.15% Add +32.7% 2,400 $680K
Alaska Wealth Advisors, LLC 0.10% Reduce -4.0% 2,399 $679K
Alera Investment Advisors, LLC 0.08% Add +14.0% 2,397 $679K
Net Worth Advisory Group 0.20% — 2,393 $677K
Independence Bank of Kentucky 0.15% Add +0.2% 2,387 $676K
GPS Wealth Strategies Group, LLC 0.09% Add +7.4% 2,380 $674K
Brown Financial Advisory 0.47% No change 2,367 $670K
Element Wealth, LLC 0.35% No change 2,364 $669K
Donor Advised Charitable Giving, Inc. 0.02% No change 2,360 $668K
Meridian Investment Counsel Inc. 0.20% Add +0.9% 2,357 $667K
Halbert Hargrove Global Advisors, LLC 0.04% New 2,356 $667K
Harbour Trust & Investment Management Co 0.08% No change 2,352 $666K
Apollon Financial, LLC 0.19% Reduce -7.4% 2,334 $661K
Invesco Ltd. 0.00% Reduce -7.6% 2,333 $661K
Thomasville National Bank 0.05% Reduce -24.7% 2,330 $660K
Pioneer Wealth Management Group 0.31% Add +43.0% 2,327 $659K
Financial Perspectives, Inc 0.23% Reduce -2.3% 2,326 $659K
Manchester Financial Inc. 0.14% No change 2,325 $658K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.10% No change 2,315 $656K
Sovereign Financial Group, Inc. 0.15% Add +1.1% 2,315 $655K
Talon Private Wealth, LLC 0.14% — 2,304 $652K
Apeiron RIA LLC 0.19% Add +3.4% 2,303 $652K
RCS Financial Planning, LLC 0.36% Reduce -2.2% 2,290 $650K
Harvest Investment Advisors, LLC 0.44% No change 2,295 $650K
Vishria Bird Financial Group, LLC 0.25% Add +7.8% 2,289 $648K
Prevail Innovative Wealth Advisors, LLC 0.20% Add +9.3% 2,283 $646K
MilWealth Group LLC 0.19% Add +2.7% 2,282 $646K
Central Pacific Bank - Trust Division 0.09% No change 2,282 $646K
Adamsbrown Wealth Consultants LLC 0.22% Reduce -2.1% 2,282 $646K
Cannon Wealth Management Services, LLC 0.59% — 2,275 $644K
Petra Financial Advisors Inc. 0.42% No change 2,274 $644K
Bellevue Asset Management, LLC 0.33% Reduce -2.0% 2,270 $643K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% Reduce -24.1% 2,268 $642K
Platform Technology Partners 0.20% Add +11.5% 2,267 $642K
Palumbo Wealth Management LLC 0.25% Add +0.6% 2,265 $641K
Napa Wealth Management 0.30% Reduce -4.3% 2,265 $641K
Viawealth, LLC 0.37% Add +0.9% 2,262 $640K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -11.5% 2,259 $640K
Bridge Creek Capital Management LLC 0.19% No change 2,251 $637K
Strategic Wealth Partners, Ltd. 0.06% Reduce -21.1% 2,247 $636K
Barlow Wealth Partners, LLC 0.08% No change 2,266 $635K
Goldstein Advisors, LLC 0.10% Add +11.3% 2,242 $635K
Martel Wealth Advisors LLC 0.13% Reduce -9.1% 2,237 $633K
Curbstone Financial Management Corp 0.13% No change 2,224 $630K
Tower Wealth Partners, Inc. 0.37% No change 2,220 $629K
Anchor Capital Advisors LLC 0.02% No change 2,220 $629K
Inspirion Wealth Advisors, LLC 0.09% Reduce -0.3% 2,218 $628K
Eagle Ridge Investment Management 0.06% Reduce -0.9% 2,217 $628K
Ariadne Wealth Management, LP 0.34% New 2,123 $627K
RiverGlades Family Offices LLC 0.45% Add +10.4% 2,213 $627K
Kanawha Capital Management LLC 0.05% No change 2,212 $626K
Paradigm Capital Management, LLC 0.60% — 2,202 $623K
Horizon Investment Services, LLC 0.27% No change 2,196 $622K
Pinnacle Wealth Management Group, Inc. 0.39% Reduce -1.4% 2,189 $620K
Sonoma Private Wealth LLC 0.96% No change 2,186 $619K
Optimum Investment Advisors 0.27% No change 2,180 $617K
Up Strategic Wealth Investment Advisors LLC 0.69% No change 2,178 $617K
Baldwin Wealth Partners LLC 0.04% Reduce -3.1% 2,177 $616K
Veracity Capital LLC 0.24% Add +0.3% 2,173 $615K
Amarillo National Bank 0.11% No change 2,168 $614K
Lakeridge Wealth Management LLC 0.34% Reduce -11.6% 2,163 $612K
McCarter Private Wealth Services LLC 0.39% — 2,159 $611K
InTrack Investment Management Inc 0.43% No change 2,155 $610K
GW Henssler & Associates Ltd. 0.03% Add +164.4% 2,152 $609K
SJS Investment Consulting Inc. 0.11% Reduce -12.1% 2,152 $609K
Vantage Investment Partners, LLC 0.05% Add +5.4% 2,144 $607K
Argent Advisors, Inc. 0.23% Add +0.3% 2,140 $606K
Saxony Capital Management, LLC 0.55% New 2,138 $605K
WealthCare Investment Partners, LLC 0.26% Reduce -1.9% 2,157 $604K
Penobscot Wealth Management 0.33% Add +7.4% 2,127 $602K
Meridian Management Co. 0.15% Reduce -1.7% 2,122 $601K
One Wealth Management Investment & Advisory Services, LLC 1.05% Reduce -1.0% 2,121 $601K
Insight Advisors, LLC/ PA 0.10% Add +5.5% 2,113 $599K
F&V Capital Management, LLC 0.15% Add +1.9% 2,110 $597K
Pinkerton Wealth, LLC 0.09% Reduce -7.9% 2,105 $596K
Crabel Capital Management, LLC 0.42% Reduce -2.3% 2,102 $595K
Welch & Forbes LLC 0.01% Add +128.3% 2,094 $593K
Okabena Investment Services Inc. 0.17% No change 2,091 $592K
Quest Investment Management LLC 0.07% Reduce -10.0% 2,090 $592K
Capital Planning LLC 0.17% Add +4.4% 2,079 $590K
Richard W. Paul & Associates, LLC 0.21% No change 2,081 $589K
Legacy Capital Group California, Inc. 0.20% Reduce -1.0% 2,080 $589K
Naviter Wealth, LLC 0.08% New 2,067 $587K
Colton Groome Financial Advisors, LLC 0.22% No change 2,073 $587K
Fortitude Advisory Group L.L.C. 0.37% Add +3.3% 2,072 $587K
CPC Advisors, LLC 0.09% Reduce -8.5% 2,069 $586K
Financial Synergies Wealth Advisors, Inc. 0.07% Reduce -9.6% 2,066 $585K
Elios Financial Group Inc. 0.27% — 2,061 $584K
Richard C. Young & CO., LTD. 0.06% Add +14.0% 2,057 $583K
Sonora Investment Management Group, LLC 0.04% Reduce -78.6% 2,057 $582K
Baker Tilly Wealth Management, LLC 0.26% Add +15.6% 2,050 $580K
Oxler Private Wealth LLC 0.20% New 2,049 $580K
Salvus Wealth Management, LLC 0.36% Reduce -16.4% 2,049 $580K
Burton Enright Welch 0.12% Reduce -2.2% 2,047 $580K
Addison Advisors LLC 0.16% Add +39.8% 2,045 $579K
Conrad Siegel Investment Advisors, Inc. 0.16% Add +0.4% 2,045 $579K
Aufman Associates Inc 0.37% Reduce -1.3% 2,041 $578K
DGS Capital Management, LLC 0.16% Add +5.4% 2,038 $577K
Apriem Advisors 0.07% Reduce -0.9% 2,036 $577K
4J Wealth Management LLC 0.45% Reduce -6.6% 2,036 $576K
ERn Financial, LLC 0.09% Reduce -0.3% 2,032 $575K
Ironwood Wealth Management, LLC. 0.17% Add +0.1% 2,018 $571K
Fiduciary Family Office, LLC 0.19% Reduce -23.7% 1,995 $565K
Patten & Patten Inc. 0.04% Add +5.0% 1,994 $565K
Aire Advisors, LLC 0.12% Reduce -44.7% 1,987 $563K
Cypress Financial Planning LLC 0.21% Reduce -2.7% 1,987 $563K
DiNuzzo Private Wealth, Inc. 0.07% New 1,985 $562K
Wealth Forward, LLC 0.39% Add +5.5% 1,984 $562K
Deltec Asset Management LLC 0.11% No change 1,983 $562K
Pacific Global Investment Management Co. 0.10% Add +1.5% 1,983 $562K
Traction Financial Partners, LLC 0.44% Reduce -4.2% 1,979 $560K
SOA Wealth Advisors, LLC. 0.11% Add +0.3% 1,976 $559K
US Financial Advisors, LLC 0.17% No change 1,974 $559K
Alta Wealth Advisors LLC 0.26% Add +19.7% 1,972 $558K
Fortis Capital Management LLC 0.11% Reduce -4.4% 1,971 $558K
Welch Group, LLC 0.02% Add +0.1% 1,971 $558K
Lyell Wealth Management, LP 0.05% No change 1,969 $558K
Montecito Bank & Trust 0.09% Add +26.4% 1,965 $556K
J. Goldman & Co LP 0.02% New 1,965 $556K
Sterling Investment Management, LLC 0.42% No change 1,960 $555K
Core Wealth Management, Inc. 0.22% No change 2,072 $554K
Guardian Capital Advisors LP 0.05% No change 1,975 $554K
Everstar Asset Management, LLC 0.38% — 1,943 $550K
Tilson Financial Group, Inc. 0.24% New 1,942 $550K
Childress Capital Advisors, LLC 0.15% Reduce -0.8% 1,942 $550K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Reduce -4.2% 1,941 $550K
Melone Private Wealth, LLC 0.29% Reduce -8.9% 1,938 $549K
Kowal Investment Group, LLC 0.10% Add +0.1% 1,936 $548K
Retirement Investment Advisors, Inc. 0.06% Add +0.1% 1,930 $546K
Affinity Wealth Management LLC 0.10% Add +30.6% 1,930 $546K
Chicago Wealth Management, Inc. 0.29% Add +0.1% 1,927 $546K
Blue Barn Wealth, LLC 0.28% Add +0.1% 1,920 $544K
Jefferies Financial Group Inc. 0.01% Add +15.2% 1,919 $543K
Meeder Advisory Services, Inc. 0.04% Reduce -15.1% 1,918 $543K
Sachetta, LLC 0.21% Add +46.3% 1,912 $542K
Anson Capital, Inc. 0.48% Reduce -21.2% 1,907 $540K
Whitcomb & Hess, Inc. 0.16% Reduce -1.5% 1,905 $539K
Financial Security Advisor, Inc. 0.13% Add +84.7% 1,899 $539K
Twin Peaks Wealth Advisors, LLC 0.25% Reduce -7.5% 1,904 $539K
Buttonwood Financial Advisors Inc. 0.24% Reduce -1.8% 1,904 $539K
CPA Asset Management Group, LLC 0.26% No change 1,904 $539K
Ewa, LLC 0.19% Add +0.2% 1,833 $539K
Biechele Royce Advisors 0.18% Add +0.8% 1,899 $538K
Greenwood Gearhart LLC 0.04% Reduce -2.1% 1,899 $538K
Buffington Mohr McNeal 0.09% Add +84.3% 1,898 $538K
New Insight Wealth Advisors 0.28% Reduce -0.2% 1,892 $536K
Roman Butler Fullerton & Co. 0.16% Add +0.1% 1,862 $533K
Northside Capital Management, LLC 0.08% No change 1,880 $532K
Taylor Hoffman Capital Management LLC 0.20% — 1,893 $532K
TFG Advisers LLC 0.19% Add +4.3% 1,872 $530K
Windsor Advisory Group, LLC 0.60% Add +1.1% 1,871 $530K
Nova R Wealth, Inc. 0.26% Add +1.5% 1,868 $529K
Spirepoint Private Client, LLC 0.07% No change 1,854 $525K
Beverly Hills Private Wealth, LLC 0.11% No change 1,853 $525K
SWAN Capital LLC 0.26% No change 1,849 $524K
Keeler Thomas Management LLC 0.17% Reduce -0.2% 1,843 $522K
BCGM Wealth Management, LLC 0.17% Reduce -0.2% 1,841 $521K
First County Bank 0.26% Add +6.2% 1,840 $521K
Legacy CG, LLC 0.17% Reduce -14.7% 1,839 $521K
First American Trust, FSB 0.05% No change 1,830 $518K
HMS Capital Management, LLC 0.25% No change 1,829 $518K
LifePro Asset Management 0.32% Reduce -0.9% 1,828 $518K
Bar Harbor Wealth Management 0.03% No change 1,825 $517K
Chilton Capital Management LLC 0.02% No change 1,825 $517K
ZWJ Investment Counsel Inc. 0.02% No change 1,825 $517K
Houlihan Financial Resource Group, Ltd. 0.21% New 1,822 $516K
Retirement Financial Solutions, LLC 0.23% Add +0.3% 1,819 $515K
Blue Fin Capital, Inc. 0.10% No change 1,812 $513K
Norden Group LLC 0.06% Add +4.4% 1,798 $509K
Pasadena Private Wealth, LLC 0.11% Add +0.3% 1,797 $509K
Grey Fox Wealth Advisors, LLC 0.14% Add +3.0% 1,791 $509K
Horizons Wealth Management 0.39% Reduce -2.5% 1,793 $508K
Prosperity Wealth Management, Inc. 0.20% Add +0.4% 1,791 $507K
Gallagher Fiduciary Advisors, LLC 0.10% Reduce -9.8% 1,787 $506K
Financial Guidance Group, Inc. 0.29% Reduce -3.3% 1,785 $505K
Financial Partners Group, Inc 0.07% Reduce -48.4% 1,779 $504K
Ciovacco Capital Management LLC 0.29% New 1,759 $498K
Yardley Wealth Management LLC 0.29% — 1,754 $497K
Red Mountain Financial, LLC 0.53% Add +0.1% 1,755 $497K
Wealthgarden F.S. LLC 0.48% Add +1.6% 1,755 $497K
Thrive Wealth Management, LLC 0.09% Add +8.4% 1,745 $494K
Charter Research & Investment Group, Inc. 0.36% No change 1,744 $494K
Unique Wealth, LLC 0.11% Add +45.0% 1,736 $491K
Geneva Partners, LLC 0.21% New 1,735 $491K
Obsidian Cio, LLC 0.10% Add +34.3% 1,732 $490K
Guardian Wealth Advisors, LLC 0.30% No change 1,724 $488K
Westover Capital Advisors, LLC 0.09% No change 1,718 $486K
Trillium Asset Management, LLC 0.01% No change 1,716 $486K
Rockport Wealth LLC 0.13% Add +79.9% 1,716 $486K
HC Advisors, LLC 0.40% Add +121.8% 1,701 $482K
Northcape Wealth Management, LLC 0.16% Add +30.8% 1,700 $481K
Trust Co. of Oklahoma 0.16% No change 1,694 $480K
Wheelhouse Advisory Group LLC 0.31% Reduce -15.0% 1,693 $479K
BlueChip Wealth Advisors LLC 0.25% Add +2.1% 1,691 $479K
Mirador Capital Partners LP 0.09% Reduce -0.2% 1,687 $478K
Shum Financial Group, Inc. 0.40% — 1,673 $477K
Stiles Financial Services Inc 0.17% Reduce -3.1% 1,680 $476K
Triune Financial Partners, LLC 0.15% Add +0.3% 1,681 $476K
Cary Street Partners Asset Management LLC 0.06% Reduce -6.8% 1,679 $475K
Americana Partners, LLC 0.03% No change 1,677 $475K
Ellis Investment Partners, LLC 0.09% Add +0.2% 1,676 $475K
Quent Capital, LLC 0.05% No change 1,675 $474K
Clarity Asset Management, Inc. 0.33% Add +0.2% 1,675 $474K
Arcataur Capital Management LLC 0.16% No change 1,673 $474K
Diligent Investors, LLC 0.11% Add +0.2% 1,671 $473K
Crane Advisory, LLC 0.09% No change 1,674 $473K
Arcadia Wealth Management, LLC 0.25% Add +0.5% 1,670 $473K
Aull & Monroe Investment Management Corp 0.22% Reduce -1.5% 1,668 $472K
Chemistry Wealth Management LLC 0.11% No change 1,668 $472K
One Wealth Advisors, LLC 0.07% Reduce -7.6% 1,653 $470K
Elser Financial Planning, Inc 0.68% Add +0.1% 1,658 $469K
Ameraudi Asset Management, Inc. 0.21% No change 1,652 $468K
Zeit Capital LLC 0.36% Reduce -5.3% 1,651 $467K
Callan Capital, LLC 0.03% Add +0.1% 1,629 $461K
Beacon Financial Advisory LLC 0.16% Add +1.5% 1,628 $461K
Schrum Private Wealth Management LLC 0.24% Add +41.4% 1,628 $461K
Fulcrum Capital LLC 0.10% No change 1,624 $460K
Vestia Personal Wealth Advisors 0.43% Reduce -0.0% 15,090 $459K
Oak Harvest Investment Services 0.07% Add +0.4% 1,620 $459K
Executive Wealth Management, LLC 0.04% New 1,613 $457K
Clearstead Trust, LLC 0.11% Reduce -11.1% 1,610 $456K
Indie Asset Partners, LLC 0.34% Add +0.1% 1,608 $455K
Rollins Financial Advisors, LLC 0.08% No change 1,602 $454K
Trivium Point Advisory, LLC 0.06% Add +1.6% 1,530 $453K
Point Windward Advisors Inc. 0.17% No change 1,600 $453K
MSH Capital Advisors LLC 0.14% Reduce -16.8% 1,600 $453K
Sound Income Strategies, LLC 0.03% Add +36.8% 1,599 $453K
Global Strategic Investment Solutions, LLC 0.05% Add +24.6% 1,598 $452K
Arthur M. Cohen & Associates, LLC 0.08% Add +0.7% 1,611 $452K
Lummis Asset Management, LP 0.53% Reduce -1.9% 1,595 $452K
Northern Capital Management, Inc. 0.28% Add +0.1% 1,593 $451K
Flagstone Financial Management 0.15% Add +7.4% 1,590 $450K
Vertex Planning Partners, LLC 0.11% Add +0.8% 1,589 $450K
John G Ullman & Associates Inc. 0.06% No change 1,588 $450K
Encompass Wealth Advisors, LLC 0.11% Add +9.9% 1,587 $449K
FFG Partners, LLC 0.17% Add +0.4% 1,581 $448K
Elevated Capital Advisors, LLC 0.12% Reduce -1.7% 1,581 $448K
Sterling Group Wealth Management, LLC 0.24% Add +13.4% 1,579 $447K
Fusion Capital, LLC 0.19% Add +6.8% 1,561 $442K
Chartist Inc. 0.23% No change 1,560 $442K
Fielder Capital Group LLC 0.15% Add +0.1% 1,556 $441K
Carmel Capital Partners, LLC 0.17% Reduce -1.8% 1,551 $439K
Zullo Investment Group, Inc. 0.18% Reduce -1.7% 1,551 $439K
Spectrum Asset Management, Inc. (NB/CA) 0.19% Reduce -1.7% 1,546 $439K
Schiavi & Co LLC 0.16% Add +9.7% 1,543 $437K
Sharp Wealth Advisory, LLC 0.34% Add +35.0% 1,542 $437K
Patten Group, Inc. 0.10% Reduce -2.0% 1,541 $436K
Paragon Capital Management Ltd 0.09% Reduce -11.9% 1,540 $436K
Old Port Advisors 0.12% Add +79.4% 1,539 $436K
Keebeck Wealth Management 0.06% No change 1,528 $434K
Sage Capital Management, LLC 0.21% Add +0.3% 1,532 $434K
Optivise Advisory Services LLC 0.23% Reduce -3.5% 1,524 $431K
High Probability Advisors, LLC 0.07% Add +10.4% 1,522 $431K
Legacy Advisors, LLC 0.05% No change 1,514 $430K
Cape Investment Advisory, Inc. 0.17% Add +27.2% 1,516 $429K
Sachem Hill LLC 0.09% No change 1,514 $429K
Lifeworks Advisors, LLC 0.08% Add +15.0% 1,507 $427K
Sugar Maple Asset Management, LLC 0.37% Reduce -1.4% 1,503 $426K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -4.0% 1,502 $425K
1832 Asset Management L.P. 0.00% Reduce -50.1% 1,501 $425K
Rock Point Advisors, LLC 0.12% No change 1,500 $425K
Collective Family Office LLC 0.12% No change 1,500 $425K
BetterWealth, LLC 0.13% No change 1,498 $424K
Parker Investment Management, LLC 0.07% Add +9.4% 1,496 $424K
Holderness Investments Co. 0.09% Add +54.7% 1,493 $423K
Strait & Sound Wealth Management LLC 0.21% Add +0.7% 1,492 $422K
Retirement Systems of Alabama 0.00% No change 1,490 $422K
Navalign, LLC 0.12% Add +0.1% 1,488 $421K
Riverwater Partners LLC 0.21% No change 1,500 $421K
Triangle Securities Wealth Management 0.11% Reduce -4.5% 1,487 $421K
Able Wealth Management LLC 0.32% Add +27.5% 1,482 $420K
Awm Capital, LLC 0.05% Reduce -23.0% 1,471 $418K
Destiny Wealth Partners, LLC 0.07% Reduce -17.8% 1,470 $416K
Tobias Financial Advisors, Inc. 0.08% No change 1,469 $416K
Abbot Financial Management, Inc. 0.21% Add +64.3% 1,469 $416K
RB Capital Management, LLC 0.10% New 1,467 $415K
Peregrine Asset Advisers, Inc. 0.14% Add +0.7% 1,464 $415K
Walter & Keenan Wealth Management LLC /in/ 0.12% Add +28.3% 1,448 $410K
Bell Investment Advisors, Inc 0.08% Add +122.4% 1,448 $410K
Quartz Partners, LLC 0.26% — 1,445 $409K
Opus Capital Group, LLC 0.05% No change 1,443 $409K
Naples Money Management LLC 0.35% New 1,441 $408K
Hantz Financial Services, Inc. 0.01% New 1,438 $407K
Lynch & Associates 0.09% Add +0.3% 1,433 $406K
Triton Wealth Management, PLLC 0.23% Add +0.2% 1,440 $404K
Ascentis Wealth Management, LLC 0.15% — 1,428 $404K
First Merchants Corp. 0.02% Add +4.0% 1,425 $404K
Hamilton Capital, LLC 0.03% No change 1,429 $402K
Safeguard Investment Advisory Group, LLC 0.11% Add +0.8% 1,418 $402K
Stablepoint Partners, LLC 0.07% No change 1,416 $401K
RKL Wealth Management LLC 0.04% No change 1,414 $401K
Wolff Financial Management LLC 0.11% New 1,409 $399K
Horizon Kinetics Asset Management LLC 0.01% No change 1,405 $398K
Cardinal Strategic Wealth Guidance 0.13% No change 1,402 $397K
NTV Asset Management LLC 0.05% Add +0.1% 1,394 $395K
Gould Asset Management LLC 0.08% Reduce -21.7% 1,390 $394K
Willow Creek Wealth Management Inc. 0.04% No change 1,390 $394K
Prosperity Financial Group, Inc. 0.22% No change 1,389 $393K
Burt Wealth Advisors 0.10% No change 1,385 $392K
Lockerman Financial Group, Inc. 0.66% Reduce -0.8% 1,381 $391K
Balboa Wealth Partners 0.10% Add +22.2% 1,380 $391K
Arrow Financial Corp 0.04% New 1,378 $390K
Seascape Capital Management 0.14% Reduce -20.0% 1,378 $390K
Fortem Financial Group, LLC 0.16% Add +31.0% 1,377 $390K
Garden State Investment Advisory Services LLC 0.13% No change 1,371 $390K
TrueWealth Advisors, LLC 0.13% Add +0.2% 1,372 $388K
tru Independence LLC 0.11% Reduce -0.7% 1,368 $387K
Intelligence Driven Advisers, LLC 0.06% Add +15.4% 1,367 $387K
Maple Capital Management, Inc. 0.03% Reduce -16.3% 1,363 $386K
Kellett Wealth Advisors, LLC 0.28% New 1,362 $386K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.4% 1,355 $385K
Cypress Wealth Services, LLC 0.08% Add +1.1% 1,359 $385K
Arkos Global Advisors 0.06% No change 1,353 $383K
Dominguez Wealth Management Solutions, Inc. 0.28% New 1,351 $382K
17 Capital Partners, LLC 0.25% Add +26.2% 1,344 $381K
Drake & Associates, LLC 0.12% Add +3.7% 1,343 $380K
Oxinas Partners, LLC 0.23% Add +0.1% 1,341 $380K
Buska Wealth Management, LLC 0.13% Reduce -4.1% 1,341 $380K
McCollum Christoferson Group LLC 0.11% No change 1,341 $380K
Capital Investment Services of America, Inc. 0.04% Add +4.7% 1,330 $377K
Herold Advisors, Inc. 0.08% Reduce -31.0% 1,329 $377K
Novare Capital Management LLC 0.03% Reduce -6.2% 1,327 $376K
Act Two Investors LLC 0.07% No change 1,318 $373K
Darrow Company, Inc. 0.22% Add +0.1% 1,313 $372K
Pineridge Advisors LLC 0.14% Reduce -37.5% 1,302 $369K
Villere St Denis J & Co. LLC 0.03% No change 1,301 $368K
CoreFirst Bank & Trust 0.21% No change 1,300 $368K
Atwood & Palmer Inc. 0.03% No change 1,300 $368K
WestHill Financial Advisors, Inc. 0.08% Add +3.7% 1,299 $368K
Peoples Bank 0.19% No change 1,299 $368K
Howard Bailey Securities, LLC 0.14% — 1,294 $366K
Occidental Asset Management, LLC 0.06% Add +61.4% 1,291 $366K
Revisor Wealth Management LLC 0.23% No change 1,291 $366K
Richardson Capital Management LLC 0.25% Reduce -3.4% 1,288 $365K
Advisory Resource Group 0.08% Add +0.3% 1,286 $364K
Avondale Wealth Management 0.24% No change 1,282 $363K
Sentinel Pension Advisors, LLC 0.07% Add +4.9% 1,281 $363K
ABLE Financial Group, LLC 0.11% New 1,280 $362K
Catalina Capital Group, LLC 0.12% Reduce -39.3% 1,279 $362K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $360K
Mountain Capital Investment Advisors Inc. 0.08% Reduce -45.5% 1,216 $360K
Leading Edge Financial Planning LLC 0.12% Add +4.6% 1,270 $360K
Prostatis Group LLC 0.12% Add +9.1% 1,266 $359K
Bensler, LLC 0.05% Reduce -7.3% 1,266 $358K
Jackson Square Capital, LLC 0.09% New 1,264 $358K
Purus Wealth Management, LLC 0.15% No change 1,262 $357K
Condor Capital Management 0.03% Add +5.6% 1,259 $357K
True Link Financial Advisors, LLC 0.03% Add +11.8% 1,259 $356K
Affinity Capital Advisors, LLC 0.07% Reduce -2.2% 1,258 $356K
Dakota Community Bank & Trust NA 1.78% No change 1,250 $354K
LCNB Corp. 0.13% No change 1,250 $354K
Pettyjohn, Wood & White, Inc. 0.07% Reduce -3.9% 1,250 $354K
Alamar Capital Management, LLC 0.20% Add +13.0% 1,243 $353K
Heritage Family Offices, LLP 0.18% Add +39.5% 1,243 $352K
Waterfront Wealth Inc. 0.09% Reduce -2.4% 1,217 $349K
Compton Financial Group, LLC 0.11% No change 1,232 $349K
Kure Advisory, LLC 0.31% Reduce -16.6% 1,230 $348K
Northwest Bancshares, Inc. 0.06% Reduce -5.0% 1,228 $348K
Weybosset Research & Management LLC 0.12% No change 1,225 $347K
Syntax Research, Inc. 0.23% New 1,222 $346K
Diversified Investment Strategies, LLC 0.23% No change 1,220 $345K
Orion Capital Management LLC 0.17% Reduce -0.3% 1,219 $345K
Northstar Asset Management Inc. 0.08% No change 1,219 $345K
BCU Wealth Advisors, LLC 0.21% New 1,217 $345K
Peirce Capital Management, LLC 0.17% No change 1,217 $345K
Private Capital Management, LLC 0.04% No change 1,214 $344K
Elevate Wealth Advisory, Inc. 0.25% No change 1,209 $343K
Cambridge Financial Group, LLC 0.14% Reduce -54.3% 1,212 $343K
Johns Hopkins University 0.01% Reduce -6.2% 1,213 $343K
Penn Capital Management Company, LLC 0.03% New 1,207 $342K
Paragon Advisors, LLC 0.11% Reduce -2.8% 1,206 $342K
Essex Investment Management Co. LLC 0.06% No change 1,206 $341K
Epiq Partners, LLC 0.19% Add +20.0% 1,201 $340K
AAF Wealth Management, LLC 0.17% Reduce -0.9% 1,195 $339K
Leeward Financial Partners, LLC 0.13% Reduce -4.1% 1,190 $337K
Westwood Holdings Group Inc. 0.00% No change 1,190 $337K
Vigilare Wealth Management 0.14% Reduce -1.7% 1,188 $337K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Voisard Asset Management Group, Inc. 0.14% Add +143.7% 1,182 $335K
Montz Harcus Wealth Management LLC 0.20% Add +0.1% 1,181 $335K
Red Tortoise LLC 0.17% Reduce -2.6% 1,177 $333K
Strategic Advisors LLC 0.06% Add +0.2% 1,174 $333K
Canandaigua National Bank & Trust Co. 0.03% Reduce -5.1% 1,174 $332K
Solutions 4 Wealth, Ltd 0.65% No change 1,171 $332K
West Branch Capital LLC 0.11% Add +7.5% 1,169 $331K
Better Money Decisions, LLC 0.23% Reduce -4.3% 1,168 $331K
Kintra Wealth, LLC 0.22% Reduce -13.2% 1,168 $331K
Private Client Services, LLC 0.18% Reduce -7.9% 1,168 $331K
Coppell Advisory Solutions LLC 0.05% Reduce -21.7% 1,172 $331K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +36.7% 1,165 $330K
GoalFusion Wealth Management, LLC 0.18% Add +3.3% 1,164 $330K
Silvia McColl Wealth Management, LLC 0.25% No change 1,162 $329K
Unio Capital LLC 0.13% New 1,152 $326K
Cambridge Capital Management, LLC 0.21% Reduce -32.2% 1,150 $326K
Foster Victor Wealth Advisors, LLC 0.03% New 1,136 $323K
Riverbridge Partners LLC 0.00% Add +23.2% 1,140 $323K
Walker Asset Management, LLC 0.20% No change 1,138 $322K
Financial Futures Ltd Liability Co. 0.18% No change 1,138 $322K
MinichMacGregor Wealth Management, LLC 0.07% Add +0.1% 1,137 $322K
Delta Investment Management, LLC 0.07% New 1,134 $321K
Laurel Wealth Advisors LLC 0.05% Add +3.0% 1,133 $321K
WESPAC Advisors, LLC 0.24% Add +4.6% 1,131 $320K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $320K
MIdWestOne Financial Group, Inc. 0.04% No change 1,130 $320K
1ST Source Bank 0.02% New 1,130 $320K
Archford Capital Strategies, LLC 0.05% Reduce -6.8% 1,109 $320K
American State Bank (Iowa) 0.19% Reduce -4.6% 1,127 $319K
Main Management LLC 0.03% Add +0.2% 1,128 $319K
KM Capital Management Ltd. 0.17% Add +0.1% 1,126 $319K
Pinnacle Family Advisors, LLC 0.17% Reduce -1.0% 1,125 $318K
Guardian Financial Partners, LLC 0.20% Add +0.5% 1,120 $317K
Ingalls & Snyder LLC 0.01% No change 1,121 $317K
Godshalk Welsh Capital Management, Inc. 0.20% No change 1,115 $316K
Nicholas Wealth, LLC. 0.20% Reduce -17.9% 1,115 $316K
G&S Capital LLC 0.13% Add +15.9% 1,115 $316K
Ethos Financial Group, LLC 0.05% Add +33.3% 1,105 $314K
Castle Rock Wealth Management, LLC 0.07% Add +0.7% 1,114 $314K
Security National Bank of So Dak 0.17% New 1,104 $313K
Cowa, LLC 0.15% Add +0.1% 1,099 $311K
Watchman Group, Inc. 0.08% Add +41.7% 1,097 $311K
Slagle Financial, LLC 0.14% New 1,096 $310K
Marshall Financial Group, LLC 0.07% Add +32.0% 1,094 $310K
Wedgewood Investors Inc. 0.34% No change 1,094 $310K
MKT Advisors LLC 0.15% Add +0.2% 1,102 $309K
Auxano Advisors, LLC 0.08% Add +0.2% 1,092 $309K
Chaney Capital Management, Inc. 0.17% No change 1,090 $309K
Fortis Advisors, LLC 0.20% Add +2.5% 1,085 $307K
Forte Asset Management LLC 0.16% No change 1,080 $307K
M. Kulyk & Associates, LLC 0.06% Reduce -0.6% 1,081 $306K
Ballast, Inc. 0.09% Add +0.8% 1,080 $306K
JSF Financial, LLC 0.09% Add +27.0% 1,077 $305K
Ruedi Wealth Management, Inc. 0.10% Add +0.2% 1,076 $305K
Nilsine Partners, LLC 0.04% Reduce -4.0% 1,075 $304K
Halpern Financial, Inc. 0.08% No change 1,083 $304K
Spectrum Planning & Advisory Services Inc. 0.29% No change 1,070 $303K
Websterrogers Financial Advisors, LLC 0.11% New 1,067 $302K
Ruane, Cunniff & Goldfarb L.P. 0.00% New 1,065 $302K
Fort Washington Investment Advisors Inc. 0.00% Reduce -16.6% 1,057 $299K
Core Wealth Partners LLC 0.18% No change 1,056 $299K
Donaldson Capital Management, LLC 0.01% Reduce -10.3% 1,056 $299K
Mark Sheptoff Financial Planning, LLC 0.16% No change 1,054 $298K
Flaharty Asset Management, LLC 0.04% Add +7.7% 1,050 $297K
Strategy Asset Managers LLC 0.06% Add +1.6% 1,046 $296K
William Howard & Co Financial Advisors Inc 0.25% New 1,046 $296K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -16.3% 1,045 $296K
Vance Wealth, LLC 0.11% Add +0.5% 1,044 $296K
Mendota Financial Group, LLC 0.14% Add +6.3% 1,041 $295K
Dopkins Wealth Management, LLC 0.24% Reduce -48.9% 1,037 $294K
Laurel Wealth Planning LLC 0.19% Reduce -0.2% 1,033 $293K
Hofer & Associates. Inc 0.20% Reduce -6.2% 1,035 $293K
Financial Consulate, Inc. 0.08% Add +0.2% 1,033 $293K
FSB Premier Wealth Management, Inc. 0.12% No change 1,030 $292K
Seelaus Asset Management LLC 0.27% Add +11.3% 1,024 $290K
Wealth Management Partners, LLC 0.13% Reduce -6.8% 1,022 $289K
Tranquility Partners, LLC 0.10% No change 1,019 $289K
Joule Financial, LLC 0.10% Add +1.0% 1,016 $289K
Legacy Financial Group, Inc. 0.10% Reduce -1.7% 1,025 $288K
D L Carlson Investment Group Inc. 0.05% New 1,016 $288K
Madison Park Capital Advisors, LLC 0.22% Add +0.1% 1,016 $288K
Commonwealth Financial Services, LLC 0.06% Add +0.1% 1,025 $288K
Granite Harbor Advisors, Inc. 0.17% New 1,015 $287K
Lafayette Investments, Inc. 0.06% Add +0.1% 1,015 $287K
Intellectus Partners, LLC 0.07% Reduce -34.9% 1,011 $287K
Concorde Asset Management, LLC 0.16% Reduce -0.9% 1,011 $286K
Goodwin Investment Advisory 0.12% No change 1,010 $286K
Bantamac Capital, LLC 0.14% No change 1,000 $283K
JBF Capital, Inc. 0.04% No change 1,000 $283K
Cottage Street Advisors LLC 0.15% Add +0.4% 999 $283K
Enterprise Bank & Trust Co 0.09% New 997 $282K
Dearborn Partners LLC 0.01% No change 996 $282K
Matisse Capital 0.14% No change 995 $282K
Dana Investment Advisors, Inc. 0.01% No change 995 $282K
Signature Resources Capital Management, LLC 0.26% Add +0.5% 994 $281K
Sittner & Nelson, LLC 0.13% Add +0.3% 993 $281K
Wintrust Investments LLC 0.21% Reduce -88.6% 993 $281K
Palo Alto Wealth Advisors, LLC 0.12% Add +18.1% 971 $280K
Lunt Capital Management, Inc. 0.13% No change 982 $278K
Toronto Dominion Bank 0.00% No change 980 $277K
Integrity Financial Corp 0.16% Add +178.9% 976 $276K
Heartwood Wealth Advisors LLC 0.03% Add +2.4% 975 $276K
Woodstock Corp. 0.03% Add +5.7% 972 $275K
Bond & Devick Financial Network, Inc. 0.12% Reduce -36.4% 968 $274K
Mengis Capital Management, Inc. 0.05% No change 966 $274K
Gibraltar Capital Management, Inc. 0.12% New 964 $273K
Peterson Financial Group, Inc. 1.05% Reduce -1.0% 962 $272K
American Financial & Tax Strategies Inc. 0.14% No change 960 $272K
FMB Wealth Management 0.15% No change 959 $272K
DDFG, Inc 0.08% Add +0.3% 958 $271K
GEM Asset Management, LLC 0.15% Add +0.1% 967 $271K
River Street Advisors LLC 0.15% No change 951 $269K
Cadent Capital Advisors, LLC 0.09% No change 950 $269K
Garrison Asset Management, LLC 0.14% New 949 $269K
Orin Green Financial, LLC 0.12% No change 949 $269K
Cutter & CO Brokerage, Inc. 0.06% Reduce -8.8% 947 $268K
Provident Investment Management, Inc. 0.02% No change 946 $268K
Spectrum Wealth Advisory Group, LLC 0.15% Add +13.4% 938 $266K
Northwest Bank & Trust Co 0.20% No change 938 $266K
North Point Portfolio Managers Corp. 0.04% No change 934 $264K
Private Management Group Inc. 0.01% Reduce -2.3% 933 $264K
Verum Partners LLC 0.08% Reduce -12.9% 932 $264K
Turtle Creek Wealth Advisors, LLC 0.05% Add +30.2% 932 $264K
Code Waechter LLC 0.25% — 929 $263K
TFC Financial Management, Inc. 0.04% Reduce -7.3% 928 $263K
Coastwise Capital Group, LLC 0.22% New 926 $262K
Teamwork Financial Advisors, LLC 0.04% Add +7.2% 922 $261K
Klingenstein Fields & Co. LP 0.01% Add +0.1% 921 $261K
Firethorn Wealth Partners, LLC 0.13% No change 911 $258K
Absher Wealth Management, LLC 0.03% No change 911 $258K
JRM Investment Counsel, LLC 0.09% No change 910 $258K
Community Bank of Raymore 0.19% No change 909 $257K
Two West Capital Advisors LLC 0.21% Add +10.6% 905 $256K
Pavion Blue Capital, LLC 0.12% No change 904 $256K
WESPAC Advisors SoCal, LLC 0.06% New 901 $255K
Hillcrest Wealth Advisors - NY, LLC 0.13% Reduce -14.3% 900 $255K
Nvest Financial, LLC 0.14% New 895 $253K
Andina Capital Management, LLC 0.19% Reduce -19.1% 894 $253K
Mechanics Financial Corp 0.11% No change 893 $253K
Argent Financial Group, Inc. 0.03% — 893 $253K
Birch Hill Investment Advisors LLC 0.01% No change 891 $252K
Angeles Investment Advisors, LLC 0.01% Add +1680.0% 890 $252K
Future Financial Wealth Managment LLC 0.18% Reduce -0.1% 888 $251K
Institute for Wealth Management, LLC. 0.03% New 885 $251K
Robinson Smith Wealth Advisors LLC 0.21% Reduce -11.3% 884 $250K
Garrett Wealth Advisory Group, LLC 0.06% New 883 $250K
Charles Schwab Trust Co 0.02% New 883 $250K
KKM Financial LLC 0.12% No change 881 $249K
Ellenbecker Investment Group 0.05% Add +4.0% 880 $249K
Nicollet Investment Management, Inc. 0.09% No change 881 $249K
Roth Financial Partners LLC 0.10% Add +9.8% 878 $249K
Lauterbach Financial Advisors, LLC 0.15% Add +2.5% 878 $249K
Sloy Dahl & Holst, LLC 0.04% Reduce -0.9% 875 $248K
MBL Wealth, LLC 0.03% No change 871 $247K
Barr E S & Co. 0.02% New 868 $246K
49 Wealth Management, LLC 0.04% Reduce -52.1% 868 $246K
LVZ, Inc. 0.03% Add +1.1% 865 $245K
SkyView Investment Advisors, LLC 0.04% No change 862 $244K
FWG Investments, LLC. 0.21% New 859 $243K
Clark Financial Services Group Inc. 0.22% No change 854 $242K
Hapanowicz & Associates Financial Services, Inc 0.12% No change 853 $242K
Gibbs Wealth Management 0.08% New 852 $241K
Central Valley Advisors, LLC 0.14% New 851 $241K
Orrstown Financial Services Inc. 0.07% No change 850 $241K
Moller Wealth Partners 0.06% New 849 $240K
SRH Advisors, LLC 0.07% No change 848 $240K
StrongBox Wealth, LLC 0.10% Add +2.8% 847 $240K
Widmann Financial Services, Inc. 0.18% No change 847 $240K
Nottingham Advisors, Inc. 0.03% No change 847 $240K
Investmark Advisory Group LLC 0.12% Add +0.4% 842 $239K
Mairs & Power Inc. 0.00% Reduce -9.6% 842 $238K
Black Swift Group, LLC 0.05% No change 842 $238K
Kapstone Financial Advisors LLC 0.14% No change 845 $238K
Olde Wealth Management, LLC 0.09% Reduce -0.4% 838 $238K
Bigelow Investment Advisors, LLC 0.11% No change 840 $238K
Sunbelt Securities, Inc. 0.02% No change 835 $236K
Cranbrook Wealth Management, LLC 0.05% Add +1.8% 835 $236K
KilterHowling LLC 0.15% Reduce -1.6% 834 $236K
CJM Wealth Advisers, Ltd. 0.08% No change 833 $236K
Stanley-Laman Group, Ltd. 0.03% Reduce -8.8% 833 $236K
Middleton & Co. Inc. 0.03% Reduce -3.5% 832 $236K
MidAtlantic Capital Management, Inc. 0.17% Add +0.5% 831 $235K
Tectonic Advisors LLC 0.02% New 830 $235K
Hobart Private Capital, LLC 0.06% Add +1.1% 829 $235K
G2 Capital Management, LLC / Oh 0.07% No change 828 $234K
Schulz Wealth, LTD. 0.18% Reduce -3.6% 827 $234K
Horst & Graben Wealth Management LLC 0.04% Add +2.5% 823 $233K
Oak Family Advisors, LLC 0.08% No change 821 $232K
Iowa State Bank 0.05% Reduce -6.0% 821 $232K
Home Federal Bank of Tennessee 0.07% No change 816 $231K
Barnes Pettey Financial Advisors, LLC 0.18% No change 812 $230K
Willis Investment Counsel 0.01% New 811 $230K
Mach-1 Financial Group, LLC 0.14% New 806 $228K
Ade, LLC 0.14% Add +0.1% 802 $227K
Guerra Pan Advisors, LLC 0.18% No change 800 $227K
Tudor Financial Inc. 0.14% — 800 $227K
Selway Asset Management 0.09% No change 800 $227K
Provident Wealth Management, LLC 0.08% New 800 $227K
McDonald Partners LLC 0.06% Reduce -2.7% 800 $227K
DDD Partners, LLC 0.02% New 799 $226K
Wittenberg Investment Management, Inc. 0.07% Reduce -71.5% 798 $226K
Joseph P. Lucia & Associates, LLC 0.10% Add +0.1% 798 $226K
Iron Horse Wealth Management, LLC 0.08% No change 795 $225K
Invictus Private Wealth, LLC 0.02% Add +1.3% 792 $224K
Perissos Private Wealth Management, LLC 0.18% Add +0.3% 792 $224K
DLK Investment Management, LLC 0.09% Reduce -10.1% 791 $224K
Stage Harbor Financial, LLC 0.20% No change 781 $224K
Spectrum Investment Advisors, Inc. 0.15% Reduce -44.1% 784 $222K
Sterling Investment Counsel, LLC 0.08% No change 783 $222K
Correct Capital Wealth Management 0.05% New 782 $221K
MRA Advisory Group 0.12% No change 781 $221K
Bright Futures Wealth Management, LLC. 0.11% Reduce -5.6% 770 $220K
Monarch Capital Management Inc. 0.06% Reduce -0.1% 776 $220K
Uncommon Cents Investing LLC 0.06% No change 778 $220K
Stone House Investment Management, LLC 0.05% Add +0.4% 778 $220K
Townsend & Associates, Inc 0.02% Reduce -5.3% 772 $220K
Pin Oak Investment Advisors Inc. 0.20% No change 779 $220K
Insight Wealth Strategies, LLC 0.03% Add +0.1% 776 $220K
Edge Financial Advisors LLC 0.19% Reduce -50.1% 775 $220K
Colonial Trust Co / SC 0.03% No change 775 $219K
Consilio Wealth Advisors, LLC 0.09% Reduce -68.4% 774 $219K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.4% 774 $219K
Community Trust & Investment Co. 0.01% No change 774 $219K
Fenimore Asset Management Inc 0.00% No change 773 $219K
Stewardship Advisors, LLC 0.06% No change 767 $217K
Wharton Business Group, LLC 0.01% No change 765 $217K
Centric Wealth Management 0.06% New 739 $217K
First Financial Bankshares Inc 0.00% Reduce -44.2% 763 $216K
Kennedy Investment Group, Inc. 0.10% Reduce -5.1% 763 $216K
Financial Life Advisors 0.08% No change 758 $215K
Missouri Trust & Investment Co 0.07% No change 758 $215K
Brewster Financial Planning LLC 0.17% No change 756 $214K
Watts Gwilliam & Co., LLC 0.05% — 754 $213K
Williamson Legacy Group, LLC 0.14% Reduce -1.2% 752 $213K
Sargent Investment Group, LLC 0.04% Reduce -12.8% 750 $212K
Riggs Asset Managment Co. Inc. 0.06% No change 748 $212K
Shearwater Capital LLC 0.15% New 747 $212K
Chesapeake Asset Management LLC 0.18% Add +110.4% 747 $212K
MPS Loria Financial Planners, LLC 0.06% New 746 $211K
Ameritas Investment Partners, Inc. 0.01% Add +67.3% 746 $211K
Prosperitas Financial LLC 0.11% New 745 $211K
Ardent Capital Management, Inc. 0.10% New 744 $211K
STAR Financial Bank 0.14% Reduce -81.9% 743 $210K
Taylor & Morgan Wealth Management, LLC 0.14% New 739 $209K
First Personal Financial Services 0.04% No change 732 $207K
Grunden Financial Advisory, Inc. 0.10% Reduce -2.5% 732 $207K
Xcel Wealth Management, LLC 0.06% New 731 $207K
E&G Advisors, LLC 0.06% Reduce -9.1% 731 $207K
Wellington Shields & Co., LLC 0.06% No change 730 $207K
Bremer Bank National Association 0.04% Reduce -3.6% 730 $207K
Triton Financial Group Inc 0.13% New 728 $206K
Clarity Capital Partners LLC 0.12% New 726 $206K
Spectrum Financial Alliance Ltd LLC 0.07% New 726 $206K
Stonebrook Private Inc. 0.05% New 725 $205K
Summit Place Financial Advisors, LLC 0.11% New 725 $205K
Mindset Wealth Management, LLC 0.08% — 719 $204K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -24.1% 719 $204K
One Wealth Map LLC 0.12% Reduce -86.3% 710 $203K
SK Wealth Management, LLC 0.10% — 691 $203K
Total Wealth Planning, LLC 0.03% New 713 $202K
Synergy Financial Group, LTD 0.19% New 710 $201K
Bull Oak Capital, LLC 0.11% No change 706 $200K
Evolution Advisers, Inc. 0.11% Add +3.5% 33,600 $198K
PFC Capital Group, Inc. 0.10% No change 700 $198K
4Thought Financial Group Inc. 0.12% Reduce -1.2% 673 $190K
Rise Advisors, LLC 0.09% Add +4.2% 667 $189K
Investors Research Corp 0.04% Add +10.2% 660 $187K
First Financial Corp. 0.08% No change 625 $177K
Luken Investment Analytics, LLC 0.08% No change 610 $173K
Koesten, Hirschmann & Crabtree, INC. 0.10% Reduce -38.9% 607 $172K
Advantage Trust Co 0.12% New 600 $170K
Legacy Bridge, LLC 0.09% No change 600 $170K
Bray Capital Advisors 0.04% No change 596 $169K
Evergreen Private Wealth LLC 0.08% Reduce -3.7% 572 $162K
Legacies Wealth LLC 0.13% Reduce -1.2% 572 $162K
Jupiter Wealth Management LLC 0.08% New 572 $162K
Moser Wealth Advisors, LLC 0.08% No change 566 $160K
Viewpoint Capital Management LLC 0.09% Reduce -88.9% 567 $160K
Running Point Capital Advisors, LLC 0.06% Add +108.9% 564 $160K
Mowery & Schoenfeld Wealth Management, LLC 0.25% No change 562 $159K
Wolff Wiese Magana LLC 0.11% Add +8.1% 561 $159K
Cornerstone Planning Group LLC 0.04% Add +0.4% 552 $158K
Stuart Chaussee & Associates, Inc. 0.04% No change 556 $157K
Mascoma Wealth Management LLC 0.04% Add +1352.6% 552 $156K
Global Wealth Strategies & Associates 0.05% No change 548 $155K
DHJJ Financial Advisors, Ltd. 0.06% No change 544 $154K
Lowe Wealth Advisors, LLC 0.07% No change 542 $153K
Global Financial Private Client, LLC 0.06% No change 539 $153K
Empirical Asset Management, LLC 0.05% Reduce -0.0% 50,311 $152K
Aspire Wealth Management Corp 0.08% Add +0.2% 529 $150K
Tower View Wealth Management LLC 0.08% Add +0.4% 523 $148K
Kiely Wealth Advisory Group, Inc. 0.09% No change 494 $147K
Eagle Bay Advisors LLC 0.05% No change 500 $142K
Wellington Shields Capital Management, LLC 0.02% No change 500 $142K
Castleview Partners, LLC 0.08% Add +4.1% 481 $136K
Creekmur Asset Management LLC 0.03% Reduce -4.6% 478 $135K
Ascentis Independent Advisors 0.02% New 456 $129K
American Capital Advisory, LLC 0.07% Add +7.1% 453 $128K
Nkcfo LLC 0.05% No change 400 $113K
Tradewinds Capital Management, LLC 0.03% Reduce -11.5% 392 $111K
Fortis Group Advisors, LLC 0.02% No change 389 $110K
Balefire, LLC 0.04% No change 373 $106K
Marquette Asset Management, LLC 0.02% No change 371 $105K
CGC Financial Services, LLC 0.04% Add +0.3% 362 $103K
Stephens Consulting, LLC 0.03% Reduce -10.9% 358 $101K
Financial Gravity Companies, Inc. 0.03% — 357 $101K
Rogco, LP 0.04% No change 355 $101K
Founders Financial Alliance, LLC 0.03% No change 352 $100K
Compass Wealth Management LLC 0.02% Reduce -3.6% 350 $99K
Bay Harbor Wealth Management, LLC 0.03% Reduce -2.3% 341 $97K
Canton Hathaway, LLC 0.02% No change 340 $96K
Ulland Investment Advisors, LLC 0.07% No change 335 $95K
Strategic Investment Solutions, Inc. 0.03% No change 322 $91K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $91K
Field & Main Bank 0.03% No change 316 $89K
Alpine Bank Wealth Management 0.01% — 310 $88K
JDM Financial Group LLC 0.05% No change 307 $87K
Resources Management Corp. /CT/ 0.01% No change 300 $85K
Ballast Advisors LLC 0.03% No change 298 $84K
Prestige Wealth Management Group LLC 0.02% No change 293 $83K
Punch & Associates Investment Management, Inc. 0.00% Add +6.2% 290 $82K
Activest Wealth Management 0.02% No change 282 $80K
Darwin Wealth Management, LLC 0.02% New 272 $77K
Silicon Valley Capital Partners 0.01% Reduce -35.3% 257 $73K
Motco 0.01% Reduce -26.7% 252 $71K
Gen-Wealth Partners Inc 0.03% Reduce -8.5% 249 $71K
GW&K Investment Management, LLC 0.00% Reduce -37.3% 237 $67K
Atticus Wealth Management, LLC 0.02% No change 228 $65K
Westend Capital Management, LLC 0.02% New 220 $62K
Nemes Rush Group LLC 0.01% Reduce -44.1% 228 $59K
Arcadia Investment Management Corp. 0.01% No change 185 $52K
PSI Advisors, LLC 0.01% No change 180 $51K
Pension & Wealth Management Advisors, Inc. 0.03% No change 179 $51K
1620 Investment Advisors, Inc. 0.04% No change 173 $49K
Quantum Capital Management, LLC / NJ 0.01% Reduce -6.1% 170 $48K
Duncker Streett & Co. Inc. 0.01% No change 161 $46K
New England Capital Financial Advisors LLC 0.02% No change 160 $45K
FSC Wealth Advisors, LLC 0.03% Reduce -13.4% 155 $44K
Raleigh Capital Management Inc. 0.02% Reduce -79.9% 153 $43K
FWL Investment Management, LLC 0.02% No change 153 $43K
Dagco, Inc. 0.02% Reduce -25.0% 150 $42K
Hartford Financial Management Inc. 0.01% Reduce -5.8% 146 $41K
Vermillion & White Wealth Management Group, LLC 0.03% No change 1,373 $39K
Urban Financial Advisory Corp 0.02% New 131 $37K
Clean Yield Group 0.01% No change 125 $35K
Colony Family Offices, LLC 0.01% New 123 $35K
WR Wealth Planners, LLC 0.01% No change 123 $35K
Friedenthal Financial 0.02% Add +9.8% 123 $35K
Mattson Financial Services, LLC 0.01% No change 128 $34K
Northwest Capital Management Inc 0.01% No change 118 $33K
MeadowBrook Investment Advisors LLC 0.03% Add +27.8% 115 $33K
Wells Financial Advisors INC 0.04% No change 112 $32K
Valley Wealth Managers, Inc. 0.00% No change 110 $31K
Jamison Private Wealth Management, Inc. 0.00% No change 106 $30K
Hexagon Capital Partners LLC 0.01% No change 101 $29K
Kozak & Associates, Inc. 0.01% Add +1.0% 99 $28K
MTM Investment Management, LLC 0.01% Add +4.3% 98 $28K
Thompson Investment Management, Inc. 0.00% No change 90 $25K
Cordgrass Capital Advisors, LLC 0.01% No change 81 $23K
Godsey & Gibb, Inc. 0.00% New 76 $22K
Planned Solutions, Inc. 0.01% New 76 $22K
Semmax Financial Advisors Inc. 0.01% Add +50.0% 72 $21K
Ramirez Asset Management, Inc. 0.00% No change 75 $21K
Authentikos Wealth Advisory, LLC 0.02% New 73 $21K
Broadwater Capital Management LLC 0.01% No change 72 $20K
Hoey Investments, Inc. 0.00% No change 75 $20K
Mb, Levis & Associates, LLC 0.01% Add +4.7% 67 $19K
Valued Wealth Advisors LLC 0.01% Reduce -3.2% 60 $17K
Fort Vancouver Investment Management, LLC 0.01% New 60 $17K
Fourpath Capital Management, LLC 0.00% New 55 $16K
Harris Associates (Oakmark Funds) 0.00% New 50 $14K
Pathway Financial Advisers, LLC 0.01% Add +109.1% 46 $13K
PFS Partners, LLC 0.01% No change 42 $12K
Redmont Wealth Advisors LLC 0.02% No change 41 $12K
Covenant Partners, LLC 0.00% New 40 $11K
Abich Financial Wealth Management LLC 0.03% Reduce -96.2% 40 $11K
WestEnd Advisors, LLC 0.00% No change 39 $11K
Chelsea Counsel Co. 0.01% No change 36 $10K
Centerpoint Advisors, LLC 0.00% No change 35 $10K
Bangor Savings Bank 0.00% No change 34 $10K
Wiser Advisor Group LLC 0.01% No change 34 $10K
Guardian Wealth Management, Inc. 0.01% Add +3.1% 33 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $7K
Game Plan Financial Advisors, LLC 0.00% Reduce -31.3% 22 $6K
Clear Point Advisors Inc. 0.00% No change 22 $6K
Bank & Trust Co 0.00% No change 21 $6K
Knuff & Co LLC 0.00% New 20 $6K
TCTC Holdings, LLC 0.00% Reduce -85.6% 20 $6K
Financial Network Wealth Advisors LLC 0.00% No change 17 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
City State Bank 0.00% Reduce -88.5% 13 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $3K
PayPay Securities Corp 0.28% Reduce -50.0% 11 $3K
Truvestments Capital LLC 0.00% New 11 $3K
Strengthening Families & Communities, LLC 0.00% No change 8 $2K
Perritt Capital Management Inc 0.00% No change 8 $2K
Financial Management Professionals, Inc. 0.00% No change 2 $1K
New Millennium Group LLC 0.00% Reduce -87.0% 3 $898
PEAK6 Investments LLC 0.00% Reduce -33.3% 2 $659
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $283

"% 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.