VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q4 2024 (December 31)
3,177holders +326
127new positions
66sold out
8famous investors
$285.61avg. 13F price*

At the end of Q4 2024, 3,177 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 326 from Q3 2024. 127 opened new positions and 66 sold out. The largest holders were Vanguard Group Inc. ($15.6B), Betterment LLC ($7.8B) and Wealthfront Advisers LLC ($4.5B). 8 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions127$189.1M
Exits66$263.1M

All 13F filers, Q3 2024 → Q4 2024: 20,583,584 shares bought and 22,968,969 shares sold, net −2,385,385 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,177 holders

Vanguard Group Inc. 0.27% Add +5.7% 53,720,848 $15.6B
Betterment LLC 18.63% Reduce -2.5% 26,969,096 $7.8B
Wealthfront Advisers LLC 13.23% Add +3.1% 15,626,644 $4.5B
Bank of America Corp. 0.35% Add +4.7% 13,165,728 $3.8B
LPL Financial LLC 1.52% Reduce -0.7% 12,906,339 $3.7B
Morgan Stanley 0.26% Add +1.7% 12,829,980 $3.7B
WealthNavi Inc. 37.44% Reduce -2.3% 11,111,500 $3.2B
Northern Trust Corp. 0.39% Reduce -1.5% 9,385,520 $2.7B
Allworth Financial LP 13.33% Reduce -4.2% 8,055,158 $2.4B
HB Wealth Management, LLC 22.30% Add +0.5% 7,873,807 $2.2B
Creative Planning 1.87% Reduce -3.0% 6,620,100 $1.9B
Envestnet Asset Management Inc. 0.60% Add +1.3% 6,407,337 $1.9B
Ballentine Partners, LLC 29.26% Reduce -0.5% 5,893,008 $1.7B
Wells Fargo & Company 0.41% Add +2.6% 5,885,820 $1.7B
UBS Group AG 0.28% Reduce -0.4% 4,251,017 $1.2B
Forvis Mazars Wealth Advisors, LLC 28.25% Add +6.9% 4,229,430 $1.2B
Nissay Asset Management Corp. /Japan 7.08% No change 3,944,205 $1.2B
JPMorgan Chase & Co. 0.08% Add +5.0% 3,652,467 $1.1B
Essential Planning, LLC. 6.12% Add +6100.6% 3,223,294 $940.0M
Sequoia Financial Advisors, LLC 8.96% Add +7.6% 3,208,919 $930.0M
Raymond James Financial Inc. 0.33% — 3,058,208 $886.3M
Royal Bank of Canada 0.17% Add +4.3% 2,736,602 $793.1M
National Mutual Insurance Federation of Agricultural Cooperatives 6.67% No change 2,686,800 $778.7M
Bank of New York Mellon Corp 0.14% Reduce -1.4% 2,590,354 $750.7M
PNC Financial Services Group, Inc. 0.47% Reduce -0.9% 2,434,605 $705.6M
Ameriprise Financial Inc. 0.18% Add +0.8% 2,398,559 $695.6M
Commonwealth Equity Services, LLC 0.97% Add +2.5% 2,287,300 $662.9M
Cetera Investment Advisers 1.35% Add +0.0% 2,221,546 $643.8M
US Bancorp \de 0.84% Reduce -83.2% 2,206,849 $639.6M
Private Advisor Group, LLC 3.56% Add +89.3% 2,183,497 $632.8M
SCS Capital Management LLC 12.64% Add +0.1% 2,114,704 $612.9M
Savant Capital, LLC 4.76% Add +19.1% 2,087,775 $605.1M
Cambridge Investment Research Advisors, Inc. 1.92% Add +4.8% 1,981,655 $574.3M
Goldman Sachs Group Inc. 0.11% Reduce -4.3% 1,974,619 $572.3M
Brown Advisory Inc. 0.72% Add +12.8% 1,951,981 $565.7M
Facet Wealth, Inc. 14.92% Reduce -4.5% 1,887,778 $562.6M
State of New Jersey Common Pension Fund D 2.06% No change 1,762,800 $510.9M
Empower Advisory Group, LLC 1.63% Add +0.4% 1,669,130 $483.7M
HighTower Advisors, LLC 0.64% Reduce -5.9% 1,621,870 $470.0M
Mariner, LLC 0.77% Add +0.7% 1,589,665 $460.7M
State of Tennessee, Department of Treasury 1.67% Reduce -36.2% 1,587,460 $460.1M
Cerity Partners LLC 0.99% Add +30.3% 1,574,001 $456.2M
Ellevest, Inc. 25.04% Reduce -2.6% 1,495,951 $433.9M
Summit Financial, LLC 15.08% Add +2.1% 1,483,150 $429.8M
Osaic Holdings, Inc. 0.94% Reduce -2.7% 1,442,434 $418.2M
Patriot Investment Management Group, Inc. 31.01% Reduce -1.7% 1,430,668 $414.6M
Focus Partners Wealth 1.06% Add +4.5% 1,402,684 $406.5M
Corient Private Wealth LP 0.65% Add +16.1% 1,413,784 $392.6M
Wealthcare Capital Management LLC 37.61% Reduce -5.1% 1,288,159 $373.3M
Prime Capital Investment Advisors, LLC 5.28% Reduce -2.7% 1,254,866 $363.7M
Foster Group, Inc. 13.86% Reduce -1.6% 1,253,693 $363.3M
Truepoint, Inc. 9.65% Reduce -1.6% 1,244,535 $360.7M
Sageworth Trust Co 21.81% Reduce -2.7% 1,217,312 $352.8M
Mercer Global Advisors Inc. 0.83% Add +216.6% 1,180,761 $342.0M
Wealthspire Advisors, LLC 3.30% Add +3.5% 1,146,397 $332.2M
Vista Capital Partners, Inc. 38.29% Reduce -1.2% 1,135,632 $329.1M
FMR LLC 0.02% Add +8.0% 1,084,516 $314.3M
Provida Pension Fund Administrator 6.34% Add +202.0% 1,072,727 $310.8M
Novo Holdings A/S 18.22% No change 1,038,550 $301.0M
Wealth Enhancement Advisory Services, LLC 0.56% Add +18.4% 1,012,869 $293.5M
Envestnet Portfolio Solutions, Inc. 0.91% Reduce -2.8% 962,533 $279.0M
Capstone Financial Advisors, Inc. 17.03% Add +2.1% 950,803 $275.6M
Bank of Montreal 0.14% Add +8.8% 944,714 $273.8M
Tiaa Trust, National Association 0.80% Reduce -1.2% 910,595 $263.9M
Gibson Capital, LLC 53.94% Reduce -2.3% 910,030 $263.7M
Caprock Group, LLC 8.56% Add +12.1% 903,981 $262.0M
NorthCoast Asset Management LLC 1.28% Add +8.3% 901,632 $261.3M
Northwestern Mutual Wealth Management Co. 0.22% Add +3.1% 897,704 $260.2M
Elm Partners Management LLC 17.75% Add +12.3% 896,652 $259.9M
First Business Financial Services, Inc. 25.19% Add +0.1% 878,973 $254.7M
Cresset Asset Management, LLC 1.20% Reduce -2.1% 859,370 $249.1M
Stephens Inc. 3.46% Reduce -1.7% 852,185 $247.0M
Ritholtz Wealth Management 7.11% Add +1.7% 834,915 $242.0M
Citigroup Inc. 0.23% Add +1.3% 826,751 $239.6M
Lincoln National Corp. 7.70% Reduce -35.0% 825,818 $239.3M
Balyasny Asset Management L.P. 0.55% Reduce -10.4% 805,819 $233.5M
Symetra Investment Management Co 57.58% Add +30.0% 802,340 $232.5M
Moss Adams Wealth Advisors LLC 23.97% Add +1.8% 782,458 $226.8M
Investure, LLC 13.37% Reduce -7.7% 779,296 $225.8M
Hardy Reed LLC 19.19% Add +1.1% 751,596 $217.8M
Two Sigma Investments, LP 0.52% Add +210.1% 743,850 $215.6M
Verus Financial Partners, Inc. 23.80% Reduce -0.9% 737,905 $212.0M
Oxford Financial Group, LTD. LLC 13.66% Add +3.5% 727,922 $211.0M
Cabot-Wellington, LLC 77.66% Reduce -0.8% 705,090 $204.3M
Tidal Investments LLC 1.66% Reduce -2.6% 696,918 $202.0M
Baird Financial Group, Inc. 0.38% Add +3.1% 687,010 $199.1M
Stifel Financial Corp. 0.21% Add +2.5% 682,806 $197.9M
Kestra Advisory Services, LLC 1.07% Reduce -5.4% 672,659 $194.9M
Boston Standard Wealth Management, LLC 37.31% Reduce -0.1% 662,446 $192.0M
Tanglewood Wealth Management, Inc. 21.79% Reduce -2.1% 652,748 $189.2M
SBI Securities Co., Ltd. 5.78% — 647,462 $187.6M
Rebalance, LLC 14.02% Reduce -1.0% 647,383 $187.6M
Agf Management Ltd. 0.93% Add +0.9% 640,487 $185.4M
Truist Financial Corp. 0.29% Add +8.3% 632,766 $183.4M
N.E.W. Advisory Services LLC 16.82% Add +21.8% 611,106 $177.1M
Allen Investment Management, LLC 2.03% Add +1.7% 605,951 $175.6M
Captrust Financial Advisors 0.50% Reduce -0.3% 602,972 $174.7M
Pathstone Holdings, LLC 0.77% Add +2.5% 602,333 $174.6M
Rockefeller Capital Management L.P. 0.44% Add +6.0% 591,950 $171.6M
PrairieView Partners, LLC 17.37% Add +0.3% 573,156 $166.1M
Cambridge Associates LLC /Ma/ 5.19% Add +91.3% 559,221 $162.1M
Evoke Wealth, LLC 4.43% Add +2.8% 549,597 $159.3M
Glenmede Trust Co. NA 0.80% Reduce -2.7% 541,746 $157.0M
AlTi Global, Inc. 3.76% Reduce -0.1% 536,947 $155.6M
D.A. Davidson & Co. 1.26% Reduce -0.3% 532,232 $154.2M
Vestmark Advisory Solutions, Inc. 5.31% Add +9.5% 531,510 $154.0M
Chai Trust Co. LLC 7.99% Add +0.9% 531,481 $154.0M
Sendero Wealth Management, LLC 22.92% Add +0.1% 530,941 $153.9M
TruWealth Advisors, LLC 9.27% Reduce -1.0% 530,416 $153.7M
Cardinal Point Capital Management ULC 24.35% Add +5.5% 529,217 $153.4M
Legacy Private Trust Co. 9.74% Add +2.6% 513,619 $148.9M
Orion Porfolio Solutions, LLC 1.48% Reduce -4.0% 511,190 $148.1M
Orion Portfolio Solutions, LLC 1.48% Reduce -4.0% 511,190 $148.1M
Plancorp, LLC 6.07% Add +5.4% 509,749 $147.7M
Compass Ion Advisors, LLC 17.13% Add +0.0% 498,206 $144.4M
Morningstar Investment Services LLC 12.96% Reduce -84.6% 492,139 $142.6M
RW Investment Management LLC 17.36% Add +1.5% 491,747 $142.5M
Cardiff Park Advisors, LLC 13.41% Add +2.6% 485,002 $140.6M
Agilis Partners LLC 42.28% Reduce -1.2% 484,671 $140.5M
Lindbrook Capital, LLC 12.59% Add +1.4% 481,303 $139.5M
Zhang Financial LLC 7.78% Reduce -1.1% 468,885 $135.9M
AQR Capital Management 0.17% Add +8.9% 457,035 $132.5M
Beacon Wealthcare LLC 53.66% Reduce -0.3% 456,455 $132.3M
Beacon Investment Advisory Services, Inc. 5.69% Reduce -6.0% 453,086 $131.3M
Joel Isaacson & Co., LLC 5.88% Add +8.2% 450,194 $130.5M
CoreCap Advisors, LLC 5.86% Reduce -1.8% 444,007 $128.7M
MML Investors Services, LLC 0.44% Add +0.9% 440,885 $127.8M
West Virginia University Foundation, Inc 44.29% — 439,775 $127.5M
Alps Advisors Inc. 0.80% Reduce -1.3% 439,377 $127.3M
Towneley Capital Management, Inc / DE 30.19% Reduce -1.0% 438,596 $127.1M
Wilmington Savings Fund Society, FSB 2.25% Reduce -26.3% 430,963 $124.9M
First National Bank & Trust Co. of Newtown 25.84% Reduce -11.4% 427,200 $123.8M
Topsail Wealth Management, LLC 26.16% — 422,470 $122.4M
Oakwell Private Wealth Management, LLC 34.28% Add +7.3% 421,897 $122.3M
Lhm, Inc. 38.90% Reduce -11.7% 421,764 $122.2M
Diversified Portfolios, Inc. 13.14% Reduce -1.3% 415,829 $120.5M
WMS Partners, LLC 6.73% Reduce -1.1% 414,160 $120.0M
Taiyo Life Insurance Co. 9.65% No change 410,800 $119.1M
Lido Advisors, LLC 0.74% Add +0.5% 404,574 $117.2M
Avalon Advisory Group 51.70% Reduce -0.7% 390,704 $113.2M
Roble, Belko & Company, Inc 17.71% Reduce -0.8% 384,559 $111.4M
MAI Capital Management 0.82% Add +3.8% 378,908 $109.8M
Sage Mountain Advisors LLC 8.00% Add +7.6% 377,598 $109.4M
Revolve Wealth Partners, LLC 15.91% Add +0.2% 373,844 $108.3M
Efficient Advisors, LLC 6.94% Reduce -3.7% 371,977 $107.8M
Astoria Strategic Wealth, Inc. 31.92% Add +0.3% 370,082 $107.3M
Landaas & Co. /Wi 29.45% Add +0.2% 367,064 $106.4M
Zions Bancorporation, N.A. 6.70% Reduce -3.2% 366,470 $106.2M
Tanager Wealth Management LLP 13.69% Reduce -0.5% 364,013 $105.5M
Regions Financial Corp. 0.77% Add +2.2% 362,060 $104.9M
Moneta Group Investment Advisors LLC 1.43% Add +2.6% 353,235 $102.4M
Cliffwater LLC 24.87% Reduce -0.3% 350,796 $101.7M
NewSquare Capital LLC 8.10% Add +0.6% 357,783 $101.2M
CIBC Private Wealth Group LLC 0.18% Add +0.3% 346,867 $101.2M
Wealthcare Advisory Partners LLC 2.80% Reduce -2.6% 348,085 $100.9M
D'Orazio & Associates, Inc. 14.79% Add +6.6% 345,944 $100.3M
Financial Engines Advisors L.L.C. 0.21% Reduce -0.8% 343,677 $99.6M
Jones Financial Companies LLLP 0.09% Add +17.7% 342,879 $99.4M
Assetmark, Inc. 0.27% Add +4502.9% 342,874 $99.4M
Global Endowment Management, LP 12.59% No change 339,574 $98.4M
Parkwood LLC 12.09% No change 338,846 $98.2M
Bank of Hawaii 5.42% Reduce -75.8% 337,688 $97.9M
CENTRAL TRUST Co 2.40% Reduce -3.9% 337,379 $97.8M
Fifth Third Bancorp 0.35% Reduce -5.0% 334,918 $97.1M
Seaside Wealth Management, Inc. 35.50% Add +4.2% 334,709 $97.0M
Wedmont Private Capital 5.10% Add +13.4% 336,107 $96.6M
Apella Capital, LLC 3.69% Add +6.0% 332,083 $96.2M
Mission Wealth Management, LP 2.29% Reduce -1.4% 331,581 $96.1M
NewEdge Advisors, LLC 0.57% Add +18.8% 327,505 $94.9M
HRT Financial LP 0.49% Reduce -0.7% 326,498 $94.6M
Kinsale Capital Group, Inc. 25.43% No change 326,312 $94.6M
Stuart Investment Advisors, Inc. 50.29% Reduce -1.6% 325,125 $94.2M
GP Brinson Investments LLC 38.51% No change 322,196 $93.4M
Focus Partners Advisor Solutions, LLC 1.57% Add +10.2% 321,790 $93.3M
Beacon Pointe Advisors, LLC 1.03% Add +1.1% 321,224 $93.1M
Omnia Family Wealth, LLC 38.21% Add +17.9% 318,992 $92.4M
Brighton Jones LLC 2.64% Add +20.9% 315,164 $91.3M
Laird Norton Wetherby Wealth Management, LLC 4.38% Reduce -1.2% 314,941 $91.3M
GeoWealth Management, LLC 2.95% Add +23.1% 311,124 $90.2M
Yarbrough Capital, LLC 3.46% No change 310,912 $90.1M
Segment Wealth Management, LLC 6.09% Add +1.1% 308,405 $89.4M
SAM Advisors, LLC 32.30% Add +0.0% 308,256 $89.3M
Rainwater Charitable Foundation 59.68% Reduce -34.8% 307,877 $89.2M
HUB Investment Partners, LLC 3.71% Add +1.8% 304,538 $88.3M
AEGON USA Investment Management, LLC 88.76% Reduce -2.4% 303,581 $88.0M
Equitable Holdings, Inc. 0.84% Add +2.1% 302,850 $87.8M
Briaud Financial Planning Inc 35.30% Add +49.5% 298,786 $86.6M
Lake Street Advisors Group, LLC 3.87% Add +1.2% 288,908 $83.7M
Ieq Capital, LLC 0.80% Add +2.0% 285,941 $82.9M
GM Advisory Group, LLC 4.55% Add +3.0% 283,365 $82.1M
Circle Wealth Management, LLC 1.75% Add +0.6% 282,436 $81.9M
AMG National Trust Bank 2.22% Reduce -0.3% 276,967 $80.5M
Comerica Bank 0.32% Add +5.1% 275,479 $79.8M
Heck Capital Advisors, LLC 9.11% Add +4.3% 273,841 $79.4M
Becker Capital Management Inc. 2.58% Reduce -2.4% 272,969 $79.1M
BIP Wealth, LLC 5.28% Add +9.8% 272,183 $78.9M
Composition Wealth, LLC 1.60% Add +4.0% 272,145 $78.9M
Sunesis Advisors, LLC 47.48% Reduce -2.2% 269,496 $78.1M
Merit Financial Group, LLC 1.40% Reduce -23.5% 268,898 $77.9M
Gleason Group, Inc. 13.52% Add +3.5% 265,422 $76.9M
Blair William & Co. 0.22% Add +1.5% 264,309 $76.6M
Nadler Financial Group, Inc. 8.03% Add +1.4% 263,046 $76.2M
TD Capital Management LLC 7.72% Add +4.0% 262,035 $75.9M
GSG Advisors LLC 23.85% Add +0.5% 261,119 $75.7M
University of Massachusetts Foundation, Inc. 40.48% Reduce -37.2% 259,711 $75.3M
Twin Focus Capital Partners, LLC 11.10% Add +17.7% 259,183 $75.1M
Avantax Advisory Services, Inc. 0.47% Add +9.0% 257,823 $74.7M
SteelPeak Wealth, LLC 3.10% Add +693.0% 257,655 $74.7M
Garde Capital, Inc. 4.82% Add +0.1% 251,936 $73.0M
Regent Peak Wealth Advisors LLC 16.22% Add +30.7% 249,412 $72.3M
Luminvest Wealth Management LLC 29.11% Add +6.1% 248,796 $72.1M
Cherrydale Wealth Management, LLC 27.75% Add +8.1% 247,477 $71.7M
Waverly Advisors, LLC 1.11% Add +3.5% 247,343 $71.7M
Morningstar Investment Management LLC 5.58% Reduce -6.5% 244,368 $70.8M
Baker Ellis Asset Management LLC 10.42% Add +0.0% 244,261 $70.8M
Stash Investments, LLC 39.90% Add +1.0% 243,849 $70.7M
Beacon Capital Management, LLC 9.12% Reduce -0.8% 241,773 $70.1M
Country Club Bank 4.67% Add +0.1% 240,499 $69.9M
Bessemer Group Inc. 0.11% Reduce -1.6% 240,417 $69.7M
SYM FINANCIAL Corp 8.88% Reduce -0.2% 237,100 $68.7M
St. Louis Trust Co 9.81% Add +4.2% 236,642 $68.6M
Shade Tree Advisors LLC 68.90% — 235,784 $68.3M
Hassell Wealth Management, LLC 26.80% Reduce -5.1% 221,927 $66.5M
Pinnacle Associates Ltd. 0.90% Add +5.9% 228,714 $66.3M
Jaffetilchin Investment Partners, LLC 4.77% Add +2.9% 227,474 $65.9M
Choreo, LLC 0.93% Add +12.4% 222,986 $64.7M
Litman Gregory Wealth Management LLC 5.59% Reduce -1.1% 222,554 $64.5M
MorganRosel Wealth Management, LLC 21.12% Reduce -1.6% 222,063 $64.4M
KCM Investment Advisors LLC 2.23% Reduce -0.4% 221,687 $64.2M
Bailard, Inc. 1.64% Reduce -0.7% 221,411 $64.2M
Laird Norton Wetherby Trust Company, LLC 8.77% Add +16.5% 221,356 $64.2M
Janney Montgomery Scott LLC 0.18% Add +8.8% 218,475 $63.3M
Haverford Trust Co 0.63% Add +0.6% 218,312 $63.3M
Wade Financial Advisory, Inc 21.41% Add +0.7% 218,079 $63.2M
First Bank & Trust 12.05% Reduce -0.4% 216,594 $62.8M
Abacus Planning Group, Inc. 10.99% Add +3.4% 215,595 $62.5M
Stratos Wealth Partners, LTD. 0.89% Add +0.5% 215,280 $62.4M
Prospera Capital Management, LLC 45.41% — 214,520 $62.2M
Independent Order of Foresters 41.74% Reduce -12.1% 213,865 $62.0M
Macquarie Group Ltd. 0.08% Reduce -12.1% 213,865 $62.0M
Operose Advisors LLC 21.18% Add +5.7% 213,667 $61.9M
ETF Portfolio Partners, Inc. 18.53% Reduce -8.6% 212,957 $61.7M
Baker Avenue Asset Management, LP 1.88% Add +20.3% 212,132 $61.5M
Sanctuary Advisors, LLC 0.39% Reduce -15.3% 204,246 $61.3M
Unconventional Investor, LLC 36.89% Add +4.4% 210,651 $61.1M
Hanover Advisors Inc. 25.24% Reduce -3.4% 207,558 $60.2M
EPIQ Capital Group, LLC 15.68% Reduce -0.1% 207,422 $60.1M
Northstar Group, Inc. 10.41% Add +7.0% 206,346 $59.8M
Prentice Wealth Management LLC 17.21% Add +0.1% 205,381 $59.5M
Nicholas Hoffman & Company, LLC. 2.38% Add +0.0% 205,151 $59.5M
Main Street Financial Solutions, LLC 5.86% Add +6.9% 204,969 $59.4M
Park Avenue Securities LLC 0.61% Add +2.4% 204,557 $59.3M
Clarius Group, LLC 4.04% Add +1.1% 204,257 $59.2M
Nuveen Asset Management, LLC 0.02% Add +64.2% 203,800 $59.1M
Arlington Trust Co LLC 12.37% Add +30.0% 202,772 $58.8M
Natixis Advisors, LLC 0.11% Add +305.6% 202,504 $58.7M
Wellspring Financial Advisors, LLC 6.13% Add +0.1% 6,187,576 $58.7M
Cedar Wealth Management, LLC 21.18% Reduce -4.0% 202,081 $58.6M
Evensky & Katz LLC 3.83% Reduce -1.6% 201,927 $58.5M
Commerce Bank 0.35% Add +0.8% 197,493 $57.2M
Axos Invest Inc. 41.29% Reduce -6.1% 195,693 $56.7M
OneDigital Investment Advisors LLC 0.65% Add +1.3% 194,228 $56.3M
University of Maryland Foundation, Inc. 31.60% No change 194,208 $56.3M
Libra Wealth LLC 21.49% Add +3.2% 190,748 $55.3M
Atria Wealth Solutions, Inc. 0.60% Reduce -1.7% 189,058 $54.8M
EP Wealth Advisors, LLC 0.44% Add +1.0% 188,095 $54.5M
Integrated Wealth Concepts LLC 0.63% Add +21.0% 186,623 $54.1M
Alliancebernstein L.P. 0.02% Add +3.0% 186,481 $54.0M
Smith, Moore & Co. 4.90% Reduce -0.5% 184,868 $53.6M
Pennington Partners & Co., LLC 26.35% — 183,435 $53.2M
Greenline Partners, LLC 7.39% Add +7.0% 182,294 $52.8M
Modera Wealth Management, LLC 0.64% Add +37.0% 182,206 $52.8M
Johnson Financial Group, LLC 6.14% Reduce -6.4% 181,053 $52.5M
Monterey Private Wealth, Inc. 17.29% Add +4.2% 180,981 $52.4M
WBH Advisory Inc. 4.83% Add +7.6% 179,653 $52.1M
Trilogy Capital Inc. 2.66% Reduce -0.8% 178,650 $51.8M
Magnolia Wealth Management, LLC 35.92% Add +3.6% 178,276 $51.7M
North Star Asset Management Inc. 2.26% Add +0.2% 176,140 $51.0M
Proffitt & Goodson Inc. 8.46% Reduce -1.5% 176,050 $51.0M
Hirtle & Co., LLC 2.44% Reduce -6.3% 173,779 $50.4M
Steward Partners Investment Advisory, LLC 0.44% Add +5.1% 172,190 $49.9M
Winthrop Advisory Group LLC 5.97% Reduce -0.2% 171,741 $49.8M
Ashford Advisors, LLC 11.46% No change 170,996 $49.6M
Hemington Wealth Management 12.44% Reduce -1.8% 170,661 $49.5M
KMT Wealth Management, LLC 39.10% — 168,260 $48.8M
Delphi Financial Group, Inc. 26.25% No change 168,090 $48.7M
Affiance Financial, LLC 11.56% Add +3.5% 166,727 $48.3M
Prudent Man Advisors, LLC 17.50% Reduce -2.7% 165,930 $48.1M
Asset Allocation & Management Company, LLC 26.26% Reduce -0.6% 165,757 $48.0M
Wooster Corthell Wealth Management, Inc. 10.44% Reduce -4.4% 165,461 $48.0M
IFG Advisory, LLC 2.71% Add +1.1% 165,148 $47.9M
Smith & Howard Wealth Management, LLC 13.47% Reduce -2.3% 164,260 $47.6M
Carlson Capital Management 2.07% Reduce -2.7% 163,822 $47.5M
Bridgewater Advisors Inc. 4.88% Add +17.7% 162,029 $46.7M
Evanson Asset Management, LLC 3.18% Add +2.3% 160,217 $46.4M
Linscomb Wealth, Inc. 2.31% Reduce -1.0% 160,172 $46.4M
JMG Financial Group, Ltd. 1.58% Add +2.2% 160,031 $46.4M
Tumwater Wealth Management, LLC 24.11% — 158,622 $46.0M
Level Wealth Management LLC 32.44% — 158,457 $45.9M
Battery Global Advisors, LLC 24.42% Add +5.5% 157,634 $45.7M
REDW Wealth LLC 15.82% Reduce -9.7% 157,184 $45.6M
Fiduciary Trust Co 0.60% Add +9.5% 156,666 $45.4M
Kearns & Associates LLC 29.06% Add +0.4% 155,166 $45.0M
Wood Tarver Financial Group, LLC 15.01% — 154,916 $44.9M
BostonPremier Wealth LLC 27.12% — 154,395 $44.7M
Rosenberg Matthew Hamilton 11.58% Reduce -2.2% 153,768 $44.6M
Victory Capital Management Inc. 0.04% Add +2.7% 153,063 $44.4M
Baron Silver Stevens Financial Advisors, LLC 7.49% Add +2.8% 152,303 $44.1M
Altus Wealth Management, LLC 19.73% Add +1.3% 152,184 $44.1M
Bordeaux Wealth Advisors LLC 7.08% Add +0.6% 152,007 $44.1M
National Philanthropic Trust 0.64% Add +3.6% 151,976 $44.0M
Tennessee Valley Asset Management Partners 7.35% Reduce -1.2% 151,478 $43.9M
Parallel Advisors, LLC 0.99% Reduce -0.3% 151,187 $43.8M
Cypress Capital, LLC 12.46% Reduce -10.8% 150,383 $43.6M
Red Wave Investments LLC 15.20% Reduce -1.4% 149,879 $43.4M
Family CFO Inc 23.83% Add +2.3% 149,345 $43.3M
White Wing Wealth Management 32.05% Add +2.8% 148,769 $43.1M
FRG Family Wealth Advisors LLC 7.81% Reduce -0.7% 148,399 $43.0M
Principal Financial Group Inc. 0.02% Reduce -3.6% 148,150 $42.9M
Bartlett & Co. Wealth Management LLC 0.62% Reduce -1.0% 147,810 $42.8M
Obsido Oy 38.51% — 147,785 $42.8M
North Star Investment Management Corp. 2.97% Add +2.3% 147,212 $42.7M
Howe & Rusling Inc. 3.63% Add +3.3% 145,318 $42.1M
OLIO Financial Planning 14.69% Reduce -37.2% 144,279 $41.8M
Karpus Management, Inc. 1.23% Reduce -1.2% 143,943 $41.7M
Cwm, LLC 0.17% Add +0.5% 143,822 $41.7M
Flputnam Investment Management Co. 0.76% Add +0.0% 143,493 $41.6M
Flagship Harbor Advisors, LLC 2.18% Reduce -1.4% 143,290 $41.5M
Wrenne Financial Planning LLC 23.59% Add +6.3% 143,103 $41.5M
Concurrent Investment Advisors, LLC 1.12% Reduce -7.5% 142,860 $41.4M
Pacific Center for Financial Services 10.55% Add +1.5% 141,488 $41.0M
Robertson Stephens Wealth Management, LLC 1.46% Add +4.6% 141,470 $41.0M
Raffa Wealth Management, LLC 9.36% Add +4.8% 138,718 $40.2M
Scissortail Wealth Management, LLC 10.23% Add +30895.3% 137,929 $40.0M
O'Brien Wealth Partners LLC 7.16% Add +12.6% 137,028 $39.7M
RIA Advisory Group LLC 13.43% Reduce -19.5% 136,287 $39.5M
Gibson Wealth Advisors LLC 32.48% Reduce -1.0% 135,802 $39.4M
First Western Trust Bank 1.81% No change 134,895 $39.1M
Capitol Family Office, Inc. 52.17% Reduce -5.1% 134,849 $39.1M
Equita Financial Network, Inc. 14.02% Add +4.5% 133,779 $38.8M
VERITY Wealth Advisors 27.96% Reduce -0.1% 133,687 $38.7M
United Capital Financial Advisors, LLC 0.33% Reduce -2.0% 132,931 $38.5M
Seeds Investor LLC 10.97% Add +4.2% 132,805 $38.5M
Tide Cove Capital Partners LLC 33.03% — 133,002 $38.3M
Annex Advisory Services, LLC 1.15% Reduce -3.0% 132,249 $38.3M
Balentine LLC 1.55% Add +1.0% 131,422 $38.1M
jvl associates llc 14.43% Reduce -0.4% 131,400 $38.1M
Everhart Financial Group, Inc. 7.79% Add +3.9% 130,551 $37.8M
PFG Advisors 2.30% Add +43.0% 129,821 $37.6M
Rolek Wealth Management LLC 29.46% — 129,706 $37.6M
Independent Advisor Alliance 0.49% Add +379.3% 128,871 $37.3M
Rwa Wealth Partners, LLC 0.46% Reduce -0.1% 128,680 $37.3M
Independent Financial Group, LLC 1.24% Add +2.4% 128,565 $37.3M
B.O.S.S. Retirement Advisors, LLC 10.41% Add +311.9% 128,554 $37.3M
Caisse de depot et placement du Quebec 0.08% Add +100.0% 128,000 $37.1M
REAP Financial Group, LLC 9.13% Reduce -2.3% 126,978 $36.8M
Telos Capital Management, Inc. 3.90% Add +0.6% 126,328 $36.6M
Clearstead Advisors, LLC 0.56% Add +1.7% 126,179 $36.6M
Principal Securities, Inc. 0.82% Add +12.6% 126,084 $36.5M
Breed's Hill Capital LLC 19.04% Add +81.7% 125,595 $36.4M
BCM Advisors, LLC 8.13% Add +1.9% 121,330 $36.4M
ICONIQ Capital, LLC 0.56% Add +5.0% 125,197 $36.3M
Diversified Trust Co. 0.88% Reduce -0.5% 124,410 $36.1M
Chicago Partners Investment Group LLC 1.19% Add +69.3% 122,381 $35.7M
CGN Advisors LLC 3.46% Add +1.1% 122,781 $35.6M
Roger Wittlin Investment Advisory, LLC 19.80% Add +7.0% 122,001 $35.4M
Manske Wealth Management 13.96% — 121,251 $35.1M
Perigon Wealth Management, LLC 0.86% Add +0.9% 119,520 $35.1M
Portfolio Strategies, Inc. 4.98% Reduce -23.1% 120,986 $35.1M
Compass Financial Group, INC 6.63% Add +0.6% 120,739 $35.0M
One Degree Advisors Inc 14.22% Reduce -0.6% 116,633 $35.0M
Townsquare Capital LLC 0.39% Add +6.5% 120,583 $34.9M
Breakwater Investment Management 14.82% Add +1.7% 120,315 $34.9M
WealthPlan Investment Management, LLC 3.44% Add +4.9% 120,032 $34.8M
First PREMIER Bank 8.83% Add +3.8% 119,608 $34.7M
New England Private Wealth Advisors LLC 5.42% Add +1.6% 118,020 $34.2M
Pure Financial Advisors, LLC 0.78% Reduce -0.9% 117,860 $34.2M
Bison Wealth, LLC 4.17% — 117,467 $34.0M
LJI Wealth Management, LLC 6.65% Add +130.1% 116,579 $33.8M
Wick Capital Partners, LLC 9.96% Add +2.0% 116,489 $33.8M
Liberty Capital Management, Inc. 7.45% Add +2.6% 115,839 $33.6M
Weinberger Asset Management, Inc 14.00% Reduce -0.7% 115,626 $33.5M
Penney Financial, LLC 22.26% Reduce -0.2% 114,559 $33.2M
Benchmark Financial Wealth Advisors, LLC 10.60% Reduce -2.9% 114,180 $33.1M
Valmark Advisers, Inc. 0.51% Reduce -1.5% 113,777 $33.0M
Cozad Asset Management Inc. 3.07% Add +8.7% 113,708 $33.0M
Sterling Wealth Management, Inc. 12.17% Add +3.2% 113,675 $32.9M
Allegiance Financial Group Advisory Services LLC 10.66% Add +6.1% 113,607 $32.9M
Pinnacle Wealth Management Advisory Group, LLC 3.05% Add +3.7% 112,683 $32.7M
Dynasty Wealth Management, LLC 0.56% Reduce -1.5% 111,910 $32.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.77% Add +2.7% 111,012 $32.2M
Northeast Financial Consultants Inc 1.36% Reduce -4.3% 110,897 $32.1M
Fifth Third Securities, Inc. 2.73% Add +2.9% 110,853 $32.1M
Chandler Asset Management, Inc. 6.12% Reduce -5.5% 110,500 $32.0M
Intrepid Family Office LLC 33.62% — 110,000 $31.9M
Leonard Rickey Investment Advisors P.L.L.C. 7.33% Add +13.2% 109,815 $31.8M
Atria Investments, Inc 0.40% Add +11.8% 109,729 $31.8M
Beacon Financial Strategies CORP 21.21% Add +4.0% 109,529 $31.7M
Quantinno Capital Management LP 0.31% Add +17.9% 109,414 $31.7M
Keybank National Association 0.12% Add +0.5% 109,013 $31.6M
Brooklyn FI, LLC 10.45% Add +6.1% 108,392 $31.4M
Roundview Capital LLC 2.19% Add +13.8% 108,369 $31.4M
Morling Financial Advisors, LLC 10.91% Add +9.7% 107,993 $31.3M
GenTrust, LLC 1.36% Add +1.2% 107,901 $31.3M
Smithfield Trust Co 1.55% Reduce -0.6% 107,757 $31.2M
Cary Street Partners Financial LLC 1.01% — 107,642 $31.2M
David Kennon Inc 12.28% Reduce -1.9% 107,449 $31.1M
Keystone Financial Group 3.05% Add +3.7% 106,397 $30.8M
My Personal CFO, LLC 15.81% Add +14.0% 106,392 $30.8M
Tsfg, LLC 6.31% Reduce -0.6% 105,957 $30.7M
Harbour Investments, Inc. 0.88% Add +8.5% 105,624 $30.6M
LPF Advisors LLC 25.45% Add +4.3% 105,006 $30.4M
Pinnacle Financial Partners Inc 0.61% Reduce -5.1% 104,442 $30.3M
Frank, Rimerman Advisors LLC 2.20% Add +1.8% 104,327 $30.2M
U.S. Capital Wealth Advisors, LLC 0.94% Reduce -15.3% 104,286 $30.2M
Bfsg, LLC 3.51% Add +3.6% 103,623 $30.0M
AllGen Financial Advisors, Inc. 10.05% Add +26.9% 103,270 $29.9M
Opus Investment Management Inc. 22.05% No change 102,994 $29.8M
Financial Advocates Investment Management 1.69% Add +6.5% 102,616 $29.7M
Skyline Advisors, Inc. 11.50% Reduce -1.2% 102,240 $29.6M
Coldstream Capital Management Inc. 0.63% Add +1.6% 102,129 $29.6M
Advyzon Investment Management, LLC 11.34% — 101,370 $29.4M
Peak Financial Management, Inc. 8.77% Reduce -0.8% 101,028 $29.3M
Obermeyer Wealth Partners 1.52% Add +1.4% 100,736 $29.2M
AllSquare Wealth Management LLC 16.77% Add +0.3% 100,607 $29.2M
Integris Wealth Management, LLC 8.22% Reduce -1.0% 100,521 $29.1M
Mutual Advisors, LLC 0.84% Reduce -3.8% 98,395 $28.9M
Washburn Capital Management, Inc. 17.80% Add +9.3% 99,215 $28.8M
Bush Investment Group, LLC 22.25% Reduce -1.2% 98,356 $28.5M
Gryphon Financial Partners LLC 4.09% Reduce -19.1% 98,180 $28.5M
Blankinship & Foster, LLC 6.99% Reduce -3.1% 98,077 $28.4M
Jacobi Capital Management LLC 2.12% Add +4.7% 97,887 $28.4M
Choate Investment Advisors 0.68% No change 97,885 $28.4M
Ashford Capital Management Inc. 3.34% Reduce -3.7% 97,720 $28.3M
Cobblestone Capital Advisors LLC 1.54% Reduce -0.8% 97,640 $28.3M
NewEdge Wealth, LLC 0.49% Add +4.3% 97,210 $28.2M
Mather Group, Llc. 0.36% Reduce -0.2% 96,721 $28.0M
Global Retirement Partners, LLC 0.80% Add +18.4% 96,669 $28.0M
HBK Sorce Advisory LLC 0.84% Reduce -0.4% 96,500 $28.0M
Trellis Wealth Advisors LLC 14.02% Reduce -0.4% 96,214 $27.9M
Graypoint LLC 1.69% Reduce -3.6% 96,133 $27.9M
Ebor Charitable Trust 58.28% Reduce -3.1% 94,836 $27.5M
Financial Architects, LLC 17.54% Reduce -1.3% 94,457 $27.4M
Annis Gardner Whiting Capital Advisors, LLC 7.66% Add +0.3% 94,356 $27.3M
Monashee Investment Management LLC 3.77% No change 93,660 $27.1M
Clarity Wealth Advisors, LLC 7.34% Add +2.2% 92,952 $26.9M
Burrus Financial Services, Inc. 13.74% Reduce -1.5% 92,295 $26.7M
Aspiriant, LLC 0.95% Reduce -0.5% 91,088 $26.4M
BBR Partners, LLC 1.82% Add +0.0% 89,863 $26.0M
Crescent Grove Advisors, LLC 2.54% Add +0.0% 88,566 $25.7M
Great Valley Advisor Group, Inc. 0.57% Reduce -6.8% 87,956 $25.5M
Woodmont Investment Counsel LLC 1.88% Add +0.1% 87,947 $25.5M
Brass Tax Wealth Management, Inc. 5.33% Reduce -1.1% 87,412 $25.3M
Manuka Financial, LLC 17.01% — 87,012 $25.2M
Foundations Investment Advisors, LLC 0.48% Add +10.4% 86,544 $25.1M
Financial Counselors Inc. 0.36% Reduce -0.1% 86,127 $25.0M
Great Diamond Partners, LLC 6.39% Reduce -1.2% 85,192 $24.7M
Clear Harbor Asset Management, LLC 1.99% Add +0.6% 85,189 $24.7M
Principle Wealth Partners LLC 1.73% Reduce -0.7% 85,041 $24.6M
Washington Capital Management, Inc. 19.43% Reduce -2.0% 84,824 $24.6M
Nisa Investment Advisors, LLC 0.10% Reduce -21.3% 84,589 $24.5M
Ogorek Anthony Joseph /NY/ 7.78% Reduce -0.5% 84,441 $24.5M
Edge Capital Group, LLC 1.08% Reduce -99.9% 63 $24.3M
Venture Visionary Partners LLC 1.03% Reduce -1.1% 83,693 $24.3M
Capital Advisors, Ltd. LLC 3.05% Add +0.1% 83,535 $24.2M
Kestra Private Wealth Services, LLC 0.41% Add +3.5% 83,511 $24.2M
Wellington Management Group LLP 0.00% Add +7.7% 81,810 $23.7M
CWA Asset Management Group, LLC 1.20% Add +2.9% 81,796 $23.7M
Precedent Wealth Partners, LLC 7.68% Reduce -0.6% 81,236 $23.5M
Modern Wealth Management, LLC 0.88% Add +50.6% 81,122 $23.5M
Latigo Investments, LLC 11.92% No change 80,845 $23.4M
Arax Advisory Partners 1.47% Add +26.6% 80,661 $23.4M
Horizon Wealth Management, LLC 4.06% Add +3.0% 80,462 $23.3M
AdvisorNet Financial, Inc 1.94% Add +1.3% 79,929 $23.2M
Northwest Wealth Management, LLC 4.87% Reduce -3.4% 79,215 $23.0M
Firestone Capital Management 5.70% Add +10.2% 79,142 $22.9M
BlackRock, Inc. 0.00% Add +2017.3% 79,038 $22.9M
Cordant, Inc. 12.01% Reduce -4.7% 78,743 $22.8M
RFG Advisory, LLC 0.64% Reduce -1.4% 78,228 $22.7M
Advisory Services Network, LLC 0.42% Add +7.7% 78,190 $22.7M
Michael A. Dubis Financial Planning, LLC 21.88% — 78,080 $22.6M
Allianz Asset Management GmbH 0.03% Add +72.9% 77,780 $22.5M
J.W. Cole Advisors, Inc. 0.91% Add +5.2% 77,310 $22.4M
Prospera Financial Services Inc 0.52% Add +4.5% 77,152 $22.4M
Yousif Capital Management, LLC 0.25% No change 76,973 $22.3M
Kraft, Davis & Associates, LLC 6.35% Add +2.8% 74,500 $22.2M
Gordian Advisors LLC 17.54% Add +4.3% 76,478 $22.2M
Symmetry Partners, LLC 3.13% Add +29.1% 75,987 $22.0M
O'shaughnessy Asset Management, LLC 0.19% Add +15.7% 75,799 $22.0M
Mesirow Financial Investment Management, Inc. 0.44% Reduce -0.2% 75,721 $21.9M
Sensible Financial Planning & Management, LLC. 4.55% Reduce -3.6% 75,688 $21.9M
Sound View Wealth Advisors Group, LLC 1.76% Add +2.8% 75,398 $21.9M
Optas, LLC 4.68% Reduce -0.0% 74,970 $21.7M
Addis & Hill, Inc 16.01% Add +0.8% 74,720 $21.7M
Seneschal Advisors, LLC 17.99% — 74,223 $21.5M
Rockbridge Investment Management, LCC 2.73% Reduce -0.3% 73,483 $21.3M
Thrivent Financial for Lutherans 0.04% Reduce -3.3% 72,656 $21.2M
Barrett & Company, Inc. 8.96% Add +5.1% 73,286 $21.2M
Hollencrest Capital Management 0.85% Reduce -0.1% 72,857 $21.1M
Root Financial Partners, LLC 2.60% Add +33.9% 72,492 $21.0M
Cornerstone National Bank & Trust Co 9.62% Add +2.0% 72,278 $20.9M
First Horizon Advisors, Inc. 0.58% Reduce -5.4% 72,001 $20.9M
Cascade Investment Group, Inc. 14.90% Add +0.7% 71,907 $20.8M
Sigma Investment Counselors Inc. 1.22% Reduce -0.7% 71,680 $20.8M
Altiora Financial Group, LLC 4.51% Add +8.2% 71,461 $20.7M
Continuum Advisory, LLC 2.65% Add +2.3% 71,284 $20.7M
Shayne & Jacobs, LLC 5.40% Reduce -5.3% 71,186 $20.6M
NORTHSTAR ASSET MANAGEMENT Co 4.72% Reduce -0.2% 71,064 $20.6M
Ameritas Advisory Services, LLC 0.71% Add +55.0% 70,703 $20.5M
Drucker Wealth 3.0, LLC 4.71% Add +0.4% 70,510 $20.4M
Mayport, LLC 6.02% Reduce -0.1% 70,471 $20.4M
Wealthcare Capital Partners, LLC 10.62% — 70,355 $20.4M
BWM Planning, LLC 8.83% Add +16.0% 70,031 $20.3M
FSM Wealth Advisors, LLC 4.96% Add +9.2% 69,036 $20.3M
Cannon Financial Strategists, Inc. 3.47% Reduce -0.9% 69,864 $20.2M
Geneos Wealth Management Inc. 0.71% Reduce -2.1% 69,771 $20.2M
EverSource Wealth Advisors, LLC 1.13% Add +3.5% 69,511 $20.1M
M&T Bank Corp 0.07% Reduce -3.1% 69,396 $20.1M
Shotwell Rutter Baer Inc 16.82% Reduce -2.0% 69,476 $20.0M
Kings Path Partners LLC 8.52% Reduce -5.0% 68,862 $20.0M
Satovsky Asset Management LLC 4.56% Reduce -0.8% 68,786 $19.9M
Industrial Alliance Investment Management Inc. 15.31% Reduce -0.5% 68,001 $19.7M
Martin Worley Group 12.26% — 67,727 $19.6M
Johnson Investment Counsel Inc. 0.19% Reduce -3.8% 67,563 $19.6M
Simon Quick Advisors, LLC 1.17% Add +1.1% 67,486 $19.6M
Raab & Moskowitz Asset Management LLC 4.73% Reduce -1.2% 66,554 $19.3M
Freestone Capital Holdings, LLC 0.66% Reduce -2.6% 66,231 $19.2M
CBIZ Investment Advisory Services, LLC 0.95% Reduce -11.0% 65,787 $19.1M
ArchPoint Investors 6.26% No change 65,721 $19.0M
Community Bank, N.A. 2.41% Add +0.9% 64,978 $18.8M
Greenleaf Trust 0.17% Reduce -1.2% 63,824 $18.5M
Lodestar Private Asset Management LLC 2.31% Add +3.0% 63,734 $18.5M
Clarity Wealth Development LLC 19.95% — 61,548 $18.4M
Aspen Grove Capital, LLC 3.90% Add +9.1% 63,369 $18.4M
Cascade Financial Partners, LLC 2.39% Add +0.7% 63,361 $18.4M
Define Financial, LLC 13.77% — 62,965 $18.2M
Signaturefd, LLC 0.35% Add +2.5% 62,895 $18.2M
Independence Bank of Kentucky 2.80% Add +2534.8% 62,892 $18.2M
Parisi Gray Wealth Management 5.78% Reduce -0.2% 62,793 $18.2M
Benjamin Edwards Inc. 0.26% Reduce -3.5% 62,737 $18.2M
Stratos Wealth Advisors, LLC 0.87% Add +14.6% 62,688 $18.2M
First Hawaiian Bank 0.59% Reduce -0.9% 62,681 $18.2M
Thoroughbred Financial Services, LLC 1.10% Add +0.3% 62,377 $18.1M
Pacific Capital Wealth Advisors, Inc. 3.02% Reduce -18.8% 62,340 $18.1M
FineMark National Bank & Trust 0.63% Reduce -0.9% 62,278 $18.0M
Proficio Capital Partners LLC 1.46% Add +15.4% 62,185 $18.0M
Cornerstone Wealth Group, LLC 1.47% Add +1.4% 62,109 $18.0M
Apollon Wealth Management, LLC 0.41% Add +1.9% 61,999 $18.0M
Boston Financial Mangement LLC 0.54% Add +102.0% 61,872 $17.9M
Maryland Capital Advisors Inc. 8.29% Add +56.1% 61,736 $17.9M
AA Financial Advisors, LLC 4.76% Add +6.8% 61,638 $17.9M
Federation des caisses Desjardins du Quebec 0.09% Add +2.3% 61,580 $17.8M
CW Advisors, LLC 0.24% Add +39.1% 61,062 $17.7M
Stokes Family Office, LLC 1.88% Add +0.0% 60,839 $17.6M
Cornerstone Wealth Management, LLC 1.19% Reduce -1.4% 60,726 $17.6M
Allspring Global Investments Holdings, LLC 0.03% Add +2.9% 60,718 $17.6M
Compass Advisory Group LLC 6.28% Reduce -0.6% 60,572 $17.6M
Almanack Investment Partners, LLC. 2.70% Reduce -0.1% 60,464 $17.5M
5th Street Advisors, LLC 9.10% Reduce -2.1% 60,369 $17.5M
IHT Wealth Management, LLC 0.56% Reduce -28.1% 60,136 $17.4M
Farther Finance Advisors, LLC 0.63% Add +72.2% 59,944 $17.4M
Callan Family Office, LLC 1.10% Add +13.0% 59,788 $17.3M
&partners 0.21% Add +25.8% 58,955 $17.3M
MontVue Capital Management, Inc. 13.14% Reduce -1.0% 59,460 $17.2M
Dorsey & Whitney Trust CO LLC 0.95% Add +4.8% 59,179 $17.2M
Portland Global Advisors LLC 2.16% Reduce -0.3% 58,931 $17.1M
Warwick Investment Management, Inc. 3.52% Reduce -13.8% 58,907 $17.1M
Palisades Hudson Asset Management, L.P. 7.18% Reduce -2.5% 58,773 $17.0M
Glenview Trust Co 0.32% Add +0.1% 58,753 $17.0M
Seven Post Investment Office LP 6.49% Reduce -2.3% 58,523 $17.0M
Long Island Wealth Management, Inc. 10.54% Reduce -0.3% 58,113 $16.8M
Westside Investment Management, Inc. 3.54% Add +0.0% 57,984 $16.8M
Davis R M Inc. 0.33% Add +0.4% 57,967 $16.8M
NorthRock Partners, LLC 0.55% Add +4.1% 57,829 $16.8M
Sageworth Trust Co of South Dakota 21.17% Add +0.7% 57,772 $16.7M
Associated Banc-Corp 0.50% Add +10.2% 57,475 $16.7M
Peterson Wealth Advisors, LLC 2.99% Reduce -6.5% 56,693 $16.6M
Coastline Trust Co 1.94% Reduce -1.2% 57,274 $16.6M
LexAurum Advisors, LLC 3.29% Add +7.1% 56,855 $16.5M
Goldstone Financial Group, LLC 2.58% Add +4.3% 56,765 $16.5M
Argent Trust Co 0.67% Reduce -0.9% 56,748 $16.4M
W.H. Cornerstone Investments Inc. 10.93% Reduce -3.3% 56,475 $16.4M
Foster Dykema Cabot & Partners, LLC 1.27% Reduce -2.5% 56,205 $16.3M
Titleist Asset Management, LLC 1.87% Add +81.4% 56,049 $16.2M
Cresta Advisors, Ltd. 8.45% No change 57,087 $16.2M
Clark Asset Management, LLC 3.01% Add +16.4% 55,592 $16.1M
Avion Wealth 4.13% Reduce -5.5% 55,418 $16.1M
Advisor OS, LLC 1.86% Reduce -0.0% 55,414 $16.1M
Western Wealth Management, LLC 0.86% Add +0.4% 55,352 $16.0M
Empirical Finance, LLC 0.93% Reduce -0.1% 55,300 $16.0M
StoneX Group Inc. 0.88% Add +2.4% 55,273 $16.0M
Silver Oak Securities, Incorporated 1.49% Add +21.9% 54,996 $16.0M
NBT Bank, N.A. 1.11% Add +7.2% 55,092 $16.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.31% Reduce -0.2% 54,716 $15.9M
Lane & Associates LLC 8.18% Add +9.8% 53,013 $15.8M
Lanham O'Dell & Company, Inc. 23.96% Add +2.3% 54,507 $15.8M
Keeley-Teton Advisors, LLC 1.83% Add +1.6% 54,441 $15.8M
Fairway Financial, LLC 14.40% — 54,419 $15.8M
JFS Wealth Advisors, LLC 1.08% Add +8.8% 54,289 $15.7M
Legacy Financial Strategies, LLC 3.39% Reduce -1.3% 54,379 $15.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.43% Add +3.9% 54,228 $15.7M
Seldon Capital LP 6.42% No change 54,098 $15.7M
Trace Wealth Advisors, LLC 14.04% — 54,044 $15.7M
Monument Group Wealth Advisors, LLC 11.08% Reduce -5.4% 54,012 $15.7M
Sard Wealth Management Group, LLC 10.49% Add +1.6% 53,891 $15.6M
Elwood & Goetz Wealth Advisory Group, LLC 3.81% Reduce -1.1% 53,878 $15.6M
Chevy Chase Trust Holdings, LLC 0.05% Add +0.5% 53,864 $15.6M
TCI Wealth Advisors, Inc. 1.30% Add +0.1% 53,661 $15.6M
Sanctuary Wealth Management, L.L.C. 10.28% Reduce -4.8% 53,620 $15.5M
BFI Infinity Ltd. 16.84% — 53,490 $15.5M
Plotkin Financial Advisors, LLC 9.20% Add +0.6% 53,465 $15.5M
Carr Financial Group Corp 4.86% Add +4.0% 53,348 $15.5M
Burns J W & Co. Inc. 1.97% Add +17.8% 53,295 $15.4M
Pine Harbor Wealth Management, LLC 6.22% Add +9.5% 53,274 $15.4M
Strategic Wealth Investment Group, LLC 0.85% Reduce -11.4% 53,144 $15.4M
Coston, McIsaac & Partners 4.57% Reduce -0.7% 53,144 $15.4M
Pension & Wealth Management Advisors, Inc. 6.15% Add +29572.1% 53,113 $15.4M
WealthPLAN Partners, LLC 2.18% Reduce -7.4% 53,061 $15.4M
Applied Capital LLC 7.89% Add +1.0% 53,050 $15.4M
MRWM Advisors, LLC 12.01% — 52,933 $15.3M
MJP Associates Inc. 2.73% Reduce -0.2% 52,529 $15.2M
GFS Advisors, LLC 2.30% New 52,112 $15.1M
Cornerstone Management, Inc. 2.91% Reduce -4.5% 51,798 $15.0M
Synergy Asset Management, LLC 1.16% Add +122.4% 52,336 $15.0M
Potomac Fund Management Inc. 0.88% — 51,688 $15.0M
World Investment Advisors 0.41% Add +3.0% 51,625 $15.0M
Mgo One Seven LLC 0.57% Reduce -3.1% 51,355 $14.9M
Centered Wealth LLC dba Miller Equity Capital Advisors 5.67% Reduce -0.5% 51,249 $14.9M
Dakota Wealth Management 0.34% Add +0.4% 51,216 $14.8M
New England Asset Management Inc. 2.65% Reduce -9.0% 51,120 $14.8M
New Covenant Trust Company, N.A. 14.45% Reduce -5.5% 50,058 $14.6M
Headinvest, LLC 2.71% Add +1.4% 49,492 $14.3M
Wilson & Boucher Capital Management, LLC 10.15% Add +9.4% 49,435 $14.3M
Conning Inc. 0.52% No change 49,266 $14.3M
WealthCollab, LLC 9.15% Add +9.9% 49,239 $14.3M
WASHINGTON TRUST Co 0.51% Add +7.7% 49,102 $14.2M
NovaPoint Capital, LLC 4.33% Reduce -1.7% 49,010 $14.2M
SageView Advisory Group, LLC 0.60% Add +10.7% 48,440 $14.0M
Scarborough Advisors, LLC 1.98% Reduce -3.8% 48,354 $14.0M
Maiden Cove Capital, LLC 21.35% Add +4.2% 48,191 $14.0M
Foundation Wealth Management, LLC\PA 6.76% — 48,094 $13.9M
Constellation Investments, Inc. 0.63% — 48,000 $13.9M
IFP Advisors, Inc 0.46% Reduce -2.3% 48,001 $13.9M
Atlantic Private Wealth, LLC 10.44% Add +0.0% 47,833 $13.9M
Integrated Advisors Network LLC 0.66% Reduce -2.6% 47,762 $13.8M
Rothschild Wealth LLC 4.05% Add +382.3% 47,742 $13.8M
Farnam Financial LLC 14.32% Reduce -4.0% 47,261 $13.7M
Park National Corp. 0.50% Add +0.1% 47,168 $13.7M
Benningfield Financial Advisors, LLC 13.34% — 47,063 $13.6M
Manning & Napier Advisors LLC 0.16% Reduce -6.7% 46,881 $13.6M
Klingman & Associates, LLC 0.86% Reduce -1.4% 46,712 $13.5M
GoalVest Advisory LLC 3.70% Reduce -4.2% 46,533 $13.5M
Olistico Wealth, LLC 7.78% Add +8.3% 46,164 $13.4M
Sigma Planning Corp 0.42% Reduce -2.6% 46,037 $13.3M
Johnson Financial Group, Inc. 0.63% Add +0.4% 44,549 $13.3M
VSM Wealth Advisory, LLC 4.74% — 45,891 $13.3M
Axxcess Wealth Management, LLC 0.33% Add +9.2% 45,888 $13.3M
One Capital Management, LLC 0.44% Add +1.2% 45,851 $13.3M
Harbor Investment Advisory, LLC 1.23% Add +2.9% 45,540 $13.2M
Chilton Investment Co. Inc. 0.34% No change 45,516 $13.2M
Ironsides Asset Advisors, LLC 3.76% Add +133.1% 45,228 $13.1M
SVB Wealth LLC 0.24% New 45,012 $13.0M
Blackston Financial Advisory Group, LLC 6.49% Reduce -5.2% 44,946 $13.0M
Oppenheimer & Co. Inc. 0.19% Add +5.0% 44,921 $13.0M
Asset Management Group, Inc. 2.31% Reduce -0.3% 44,884 $13.0M
Canopy Partners, LLC 4.96% Reduce -0.6% 44,853 $13.0M
Badgley Phelps Wealth Managers, LLC 0.30% Reduce -1.5% 44,798 $13.0M
Future You Wealth LLC 9.18% — 44,729 $13.0M
Ironwood Investment Management LLC 6.45% Add +0.6% 44,725 $13.0M
Angeles Wealth Management, LLC 1.07% Add +0.3% 44,589 $12.9M
Concourse Financial Group Securities, Inc. 0.73% Add +4.8% 42,897 $12.9M
Aspect Partners, LLC 7.44% Reduce -4.6% 44,446 $12.9M
Northland Capital Management LLC 9.55% Reduce -8.1% 44,434 $12.9M
CreativeOne Wealth, LLC 0.39% Add +6.9% 44,399 $12.9M
Leavell Investment Management, Inc. 0.63% Reduce -0.9% 44,383 $12.9M
Webster Bank, N. A. 1.38% Reduce -2.0% 44,376 $12.9M
LifeGuide Financial Advisors, LLC 5.49% Add +2.7% 44,202 $12.8M
Fairview Capital Investment Management, LLC 0.66% Add +2.6% 44,175 $12.8M
Bristlecone Advisors, LLC 1.00% Add +0.6% 44,012 $12.8M
Shelter Mutual Insurance Co 3.17% No change 43,850 $12.7M
OneAscent Financial Services LLC 1.08% New 43,730 $12.7M
Nia Impact Advisors, LLC 4.11% Reduce -1.9% 43,585 $12.6M
Barclays PLC 0.01% Add +7.7% 43,487 $12.6M
Fayez Sarofim & Co 0.03% No change 43,479 $12.6M
Clarity Capital Advisors, LLC 8.39% Reduce -0.1% 43,203 $12.5M
Liberty Wealth Management LLC 2.08% Add +2.2% 43,050 $12.5M
Aptus Capital Advisors, LLC 0.15% Reduce -21.0% 42,913 $12.4M
Bokf, NA 0.21% Add +1.5% 43,264 $12.4M
Bradley & Co. Private Wealth Management, LLC 7.71% — 42,603 $12.3M
Traphagen Investment Advisors LLC 1.25% Add +0.8% 42,549 $12.3M
Philip James Wealth Mangement, LLC 1.64% Add +0.7% 41,991 $12.2M
Brookstone Capital Management 0.18% Add +0.1% 41,938 $12.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.70% Add +3.0% 41,724 $12.1M
Perennial Investment Advisors, LLC 1.42% Reduce -1.8% 41,482 $12.0M
Next Level Wealth Planning, LLC 9.44% — 41,422 $12.0M
Strategic Financial Concepts, LLC 2.29% Add +6.1% 41,172 $11.9M
HT Partners LLC 4.06% Reduce -0.8% 41,160 $11.9M
Culbertson A N & Co. Inc. 1.89% Add +0.3% 41,014 $11.9M
Prairie Sky Financial Group LLC 7.27% Reduce -8.8% 40,910 $11.9M
B. Riley Wealth Advisors, Inc. 0.39% Reduce -3.7% 40,813 $11.8M
Atlas Legacy Advisors, LLC 2.86% — 40,748 $11.8M
Mill Creek Capital Advisors, LLC 0.28% Add +14.3% 40,642 $11.8M
IMC-Chicago, LLC 0.32% New 40,261 $11.7M
Abound Wealth Management 3.74% Add +2.9% 40,222 $11.7M
Great Point Wealth Advisors, LLC 2.53% Reduce -1.4% 39,947 $11.6M
International Assets Investment Management, LLC 0.97% New 39,997 $11.6M
Evermay Wealth Management LLC 1.75% Reduce -2.9% 39,906 $11.6M
Avior Wealth Management, LLC 0.42% Add +84.0% 39,791 $11.5M
Citizens Financial Group Inc. 0.22% Reduce -4.0% 39,634 $11.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.22% Add +3.1% 38,094 $11.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.19% Add +1.3% 39,121 $11.3M
Sandy Cove Advisors, LLC 4.44% Add +0.1% 38,981 $11.3M
Summit Financial Wealth Advisors, LLC 2.20% Add +12.7% 38,013 $11.3M
Trinity Financial Advisors LLC 4.28% Reduce -21.0% 38,946 $11.3M
VPR Management LLC 5.86% Reduce -64.7% 38,800 $11.2M
Avant Financial Advisors LLC 10.30% — 38,701 $11.2M
Levin Capital Strategies, L.P. 1.07% Add +14.1% 38,587 $11.2M
IRON Financial LLC 6.27% Reduce -4.1% 38,487 $11.2M
Magnolia Capital Advisors LLC 2.88% Add +312.2% 38,360 $11.1M
Signature Estate & Investment Advisors LLC 0.28% Add +3.9% 38,316 $11.1M
Basso Capital Management, L.P. 9.52% Add +0.2% 37,983 $11.0M
WoodTrust Financial Corp 1.55% Add +176.0% 37,932 $11.0M
Stonekeep Investments, LLC 8.17% Add +14.7% 37,849 $11.0M
AE Wealth Management LLC 0.09% Reduce -16.3% 37,779 $10.9M
Wind River Trust Co 4.30% Reduce -11.2% 37,755 $10.9M
Ti-Trust, Inc. 7.31% Add +0.0% 37,676 $10.9M
Tortoise Investment Management, LLC 1.15% Reduce -0.2% 37,468 $10.9M
Cambridge Advisors Inc. 2.42% Reduce -0.8% 37,363 $10.8M
PGIM Custom Harvest LLC 0.21% Add +1.6% 37,245 $10.8M
Bleakley Financial Group, LLC 0.32% Add +11.5% 37,195 $10.8M
Nwam LLC 0.66% Reduce -0.3% 37,075 $10.7M
Monograph Wealth Advisors, LLC 1.42% Add +0.2% 37,062 $10.7M
Lantz Financial LLC 2.85% Add +0.5% 36,918 $10.7M
Philadelphia Trust Co. 0.78% Reduce -0.2% 36,865 $10.7M
Azimuth Capital Investment Management LLC 0.41% Add +1.8% 36,821 $10.7M
Auto-Owners Insurance Co 0.24% Add +74.3% 36,600 $10.6M
Modus Advisors, LLC 3.32% Reduce -1.7% 36,525 $10.6M
FFT Wealth Management LLC 0.80% Add +3.0% 36,495 $10.6M
Cahill Wealth Management, LLC 5.39% Add +0.2% 36,488 $10.6M
Schroder Investment Management Group 0.01% Reduce -14.4% 36,303 $10.6M
Savvy Advisors, Inc. 1.26% Reduce -12.1% 36,095 $10.5M
PFG Investments, LLC 0.65% Add +29.4% 36,042 $10.4M
Partners in Financial Planning 2.13% Add +1.0% 35,977 $10.4M
Stonehage Fleming Financial Services Holdings Ltd 0.29% Add +14.3% 35,822 $10.4M
Evergreen Wealth Management, LLC 6.12% Add +20.1% 35,759 $10.4M
Steph & Co. 3.50% Reduce -7.4% 35,742 $10.4M
Capital Group Private Client Services, Inc. 0.10% Add +7.7% 35,680 $10.3M
LM Advisors LLC 1.86% Reduce -0.5% 35,680 $10.3M
Van Cleef Asset Management,Inc 1.13% Reduce -0.2% 35,570 $10.3M
Highland Capital Management, LLC 0.59% Add +1.3% 35,530 $10.3M
Atlas Capital Advisors Inc. 1.31% Reduce -1.6% 35,464 $10.3M
Arkadios Wealth Advisors 0.56% Reduce -0.0% 35,391 $10.3M
TAP Consulting, LLC 2.10% Add +6.7% 35,356 $10.2M
Franklin Resources Inc. 0.00% Reduce -1.3% 35,354 $10.2M
Cyndeo Wealth Partners, LLC 0.69% Add +10.1% 34,970 $10.1M
Koshinski Asset Management, Inc. 0.87% Add +0.5% 34,911 $10.1M
Efficient Frontier Advisors LLC 6.68% Add +0.5% 34,845 $10.1M
Versant Capital Management, Inc 2.17% Reduce -2.3% 34,758 $10.1M
Moulton Wealth Management, Inc. 7.73% Add +78.2% 34,748 $10.1M
Sherman Asset Management, Inc. 9.21% — 34,730 $10.1M
Vernal Point Advisors, LLC 6.88% Add +3.2% 34,566 $10.0M
Sonata Capital Group Inc. 4.15% Add +4.5% 34,555 $10.0M
Rinkey Investments 3.20% Reduce -1.8% 34,517 $10.0M
Atlas Brown,Inc. 3.42% Reduce -1.4% 34,505 $10.0M
Meridian Wealth Management, LLC 0.47% Add +11.6% 34,478 $10.0M
Intelligent Financial Strategies 5.53% Reduce -2.1% 34,448 $10.0M
Cypress Point Wealth Management, LLC 3.09% Add +9.9% 34,259 $9.9M
Forte Capital LLC 1.11% Add +44.8% 34,137 $9.9M
SignalPoint Asset Management, LLC 2.41% Add +9.6% 34,089 $9.9M
Professional Financial Advisors, LLC 2.53% Reduce -1.8% 34,041 $9.9M
NRI Wealth Management LC 6.79% — 33,965 $9.8M
Onyx Bridge Wealth Group LLC 1.41% Add +0.0% 33,834 $9.8M
Sentinel Trust Co. Lba 1.13% Add +172.9% 33,820 $9.8M
Patriot Financial Group Insurance Agency, LLC 1.31% Add +4.7% 33,760 $9.8M
Hall Laurie J Trustee 3.21% Reduce -0.3% 33,761 $9.8M
Private Trust Co. NA 1.00% Reduce -8.1% 33,569 $9.7M
Wealth Alliance Advisory Group, LLC 2.05% Add +1.0% 33,460 $9.7M
JPL Wealth Management, LLC 2.77% — 33,431 $9.7M
Kingswood Wealth Advisors, LLC 0.73% Add +77.2% 33,328 $9.7M
TD Waterhouse Canada Inc. 0.08% Add +2.6% 33,195 $9.6M
Relyea Zuckerberg Hanson LLC 1.29% Add +2.8% 33,145 $9.6M
Trust Point Inc. 0.67% Add +0.5% 33,124 $9.6M
1900 Wealth Management LLC 0.80% Add +12.4% 33,086 $9.6M
Essex Financial Services, Inc. 0.68% Reduce -0.1% 33,071 $9.6M
Glassman Wealth Services 1.61% No change 33,046 $9.6M
Silver Oak Advisory Group, Inc. 5.06% Reduce -1.9% 33,025 $9.6M
Beacon Financial Group 1.03% Reduce -0.8% 32,965 $9.6M
Capital Square, LLC 5.41% Reduce -1.0% 31,609 $9.5M
Sequent Planning LLC 3.50% Reduce -5.2% 32,862 $9.5M
American Money Management, LLC 1.85% Add +0.1% 32,676 $9.5M
Dogwood Wealth Management LLC 5.00% Add +13.6% 32,644 $9.5M
Shufro Rose & Co. LLC 0.74% Add +108.5% 32,606 $9.4M
IFC Advisors LLC 2.05% — 32,419 $9.4M
Quadrant Capital Group LLC 0.64% Reduce -3.1% 32,285 $9.4M
Frazier Financial Advisors, LLC 7.42% Add +0.7% 32,167 $9.4M
Hohimer Wealth Management, LLC 1.76% Add +211.7% 31,962 $9.3M
Valeo Financial Advisors, LLC 0.26% Reduce -2.8% 31,765 $9.2M
Level Four Advisory Services, LLC 0.38% Add +1.3% 31,753 $9.2M
Signet Financial Management, LLC 1.17% Add +0.2% 31,709 $9.2M
Great Lakes Retirement, Inc. 1.18% Reduce -0.9% 31,620 $9.2M
WCG Wealth Advisors LLC 0.60% Add +27.1% 31,509 $9.1M
Emprise Bank 5.15% Reduce -3.4% 31,479 $9.1M
Wedbush Securities Inc. 0.33% Reduce -3.5% 31,463 $9.1M
Kovack Advisors, Inc. 0.89% Add +10.5% 31,437 $9.1M
Bouchey Financial Group, Ltd. 0.79% Reduce -2.4% 31,331 $9.1M
Greenwood Gearhart LLC 0.63% Add +1548.2% 31,299 $9.1M
Financial Alternatives, Inc 6.39% Add +5.3% 31,246 $9.1M
Carolinas Wealth Consulting LLC 1.78% Add +1.9% 31,212 $9.0M
Sapient Capital LLC 0.17% Reduce -1.8% 31,072 $9.0M
Patton Albertson Miller Group, LLC 1.20% Reduce -0.4% 31,023 $9.0M
Rappaport Reiches Capital Management, LLC 2.31% Reduce -3.4% 30,903 $9.0M
Carnegie Investment Counsel 0.26% Reduce -2.0% 30,887 $9.0M
Forbes Financial Planning, Inc. 4.33% Reduce -0.8% 30,866 $8.9M
Sovereign Investment Advisors, LLC 2.66% Add +0.5% 30,826 $8.9M
Bluespring Wealth Management, LLC 0.92% Reduce -6.6% 30,811 $8.9M
One Day In July LLC 0.94% Reduce -0.8% 30,790 $8.9M
Regal Investment Advisors LLC 0.67% Add +2.8% 30,780 $8.9M
TPG Advisors LLC 6.90% Add +1.4% 30,460 $8.8M
Ironwood Financial, llc 1.85% Add +4.8% 30,365 $8.8M
Tudor Investment Corporation 0.09% Reduce -63.6% 30,297 $8.8M
DAVENPORT & Co LLC 0.05% Add +2.0% 30,177 $8.7M
Newton One Investments LLC 3.37% Reduce -0.6% 30,174 $8.7M
CWS Financial Advisors, LLC 2.83% Add +89.2% 30,143 $8.7M
Sharper & Granite LLC 3.84% Add +1.3% 30,133 $8.7M
Blue Bell Private Wealth Management, LLC 1.66% Reduce -1.2% 30,046 $8.7M
Next Capital Management LLC 3.57% Add +2.4% 29,967 $8.7M
Chesley Taft & Associates LLC 0.40% Reduce -3.4% 29,877 $8.7M
Harfst & Associates, Inc. 1.79% Reduce -0.3% 29,703 $8.6M
Weaver Consulting Group 2.64% Reduce -0.1% 29,656 $8.6M
Roberts Glore & Co. Inc. 2.55% Add +1.3% 29,636 $8.6M
Ramiah Investment Group 7.80% Add +8.8% 29,538 $8.6M
Ferguson Wellman Capital Management, Inc. 0.16% Add +6.0% 29,533 $8.6M
Waldron Private Wealth LLC 0.34% Add +0.4% 29,482 $8.5M
Focus Financial Network, Inc. 0.34% Add +0.0% 29,221 $8.5M
Ancora Advisors LLC 0.19% Reduce -1.7% 29,168 $8.5M
Bradley Foster & Sargent Inc. 0.14% Reduce -7.0% 29,085 $8.4M
Wealth Effects LLC 2.99% Reduce -0.1% 29,071 $8.4M
Hudson Value Partners, LLC 3.13% Add +68.9% 29,025 $8.4M
Gotham Asset Management 0.08% Add +809.4% 28,982 $8.4M
Sage Rhino Capital LLC 1.83% Reduce -1.4% 28,927 $8.4M
Petix & Botte Co 2.20% Reduce -10.1% 28,841 $8.4M
Good Life Advisors, LLC 0.61% Add +11.2% 28,746 $8.3M
Trek Financial, LLC 0.62% Reduce -0.1% 28,711 $8.3M
Arq Wealth Advisors, LLC 3.16% Reduce -0.5% 28,661 $8.3M
Fiduciary Financial Group, LLC 1.82% Add +9.8% 28,868 $8.3M
Lansing Street Advisors 2.88% Reduce -0.8% 28,533 $8.3M
FC Advisory LLC 2.77% Reduce -6.0% 28,522 $8.3M
Pachira Investments Inc. 5.05% Add +7.2% 28,399 $8.3M
GC Wealth Management RIA, LLC 1.45% Reduce -3.0% 28,427 $8.2M
Graves Light Lenhart Wealth, Inc. 1.02% Reduce -1.7% 28,282 $8.2M
Debussy Capital Management LP 1.26% Add +2.8% 27,571 $8.2M
Vannoy Advisory Group, Inc. 6.06% No change 28,139 $8.2M
Diversify Advisory Services, LLC 0.45% Add +3.3% 28,382 $8.2M
Phillips Financial Management, LLC 0.64% Reduce -0.3% 28,069 $8.1M
Fiducient Advisors LLC 1.00% Reduce -80.7% 28,057 $8.1M
Providence First Trust Co 3.06% Reduce -34.3% 28,023 $8.1M
UNIVEST FINANCIAL Corp 0.51% Reduce -3.0% 27,947 $8.1M
Procyon Advisors, LLC 0.51% Add +8.3% 27,780 $8.1M
Safe Harbor Fiduciary, LLC 8.20% Reduce -21.5% 27,752 $8.0M
HTLF Bank 0.91% Add +6.4% 27,734 $8.0M
Belpointe Asset Management LLC 0.48% Add +0.9% 28,783 $8.0M
Asset Dedication, LLC 0.63% Add +0.4% 27,689 $8.0M
Consilium Wealth Advisory, LLC 3.82% New 27,668 $8.0M
Legacy Wealth Management, LLC 0.51% Add +2.4% 27,650 $8.0M
Accredited Investors Inc. 0.47% Add +2.9% 27,591 $8.0M
Sax Wealth Advisors, LLC 0.62% Add +24.3% 27,403 $7.9M
Transcend Capital Advisors, LLC 0.57% Add +2.3% 27,375 $7.9M
Gridiron Partners, LLC 5.02% No change 27,335 $7.9M
Life Planning Partners, Inc 7.23% Reduce -3.2% 26,980 $7.8M
Retirement Planning Group, LLC 0.39% Reduce -5.8% 26,933 $7.8M
Compass Financial Group, Inc. 3.73% Reduce -7.8% 26,924 $7.8M
CVA Family Office, LLC 1.23% Add +2.0% 26,853 $7.8M
Greenbush Financial Group, LLC 4.07% — 26,669 $7.7M
Advisory Alpha, LLC 0.28% Add +3.5% 26,653 $7.7M
Saxon Interests, Inc. 3.39% Add +2.0% 26,559 $7.7M
Guyasuta Investment Advisors Inc. 0.48% Add +0.9% 26,495 $7.7M
Trust Co 0.88% Add +0.1% 26,440 $7.7M
CFO4Life Group, LLC 1.34% Reduce -0.5% 26,350 $7.6M
Smallwood Wealth Investment Management, LLC 5.26% Reduce -3.6% 26,334 $7.6M
Wealth Management Associates, Inc. 3.26% Reduce -0.8% 26,314 $7.6M
Scratch Capital LLC 9.30% — 26,275 $7.6M
Sunpointe, LLC 3.82% Add +37.2% 26,224 $7.6M
Mathes Company, Inc. 2.79% No change 26,140 $7.6M
Comprehensive Financial Management LLC 0.21% Add +0.0% 26,064 $7.6M
NWF Advisory Services Inc. 1.11% Add +29.2% 26,054 $7.6M
S.A. Mason LLC 3.96% Reduce -2.3% 26,028 $7.5M
Eastern Bank 0.14% Reduce -0.6% 26,027 $7.5M
Kingsview Wealth Management, LLC 0.15% Reduce -34.5% 25,966 $7.5M
Glen Eagle Advisors, LLC 1.24% Add +1.5% 25,859 $7.5M
Greenhouse Wealth Management, LLC 4.93% Add +1.4% 25,732 $7.5M
Pitcairn Co. 0.44% No change 25,717 $7.5M
Pure Portfolios Holdings LLC 2.77% Add +1.8% 25,710 $7.5M
Arrowroot Family Office, LLC 3.84% Add +2.6% 25,507 $7.4M
Endowment Wealth Management, Inc. 4.97% Add +8.7% 25,503 $7.4M
Highland Financial Advisors, LLC 2.56% Reduce -1.6% 25,462 $7.4M
Gladstone Institutional Advisory LLC 0.34% Add +135.0% 25,370 $7.4M
ACT Advisors, LLC. 3.93% Reduce -5.9% 25,171 $7.3M
Marcum Wealth, LLC 0.63% Add +578.3% 25,132 $7.3M
C M Bidwell & Associates Ltd. 4.42% Reduce -0.1% 25,068 $7.3M
Sand Hill Global Advisors, LLC 0.31% Reduce -1.3% 24,920 $7.2M
Prudential Financial Inc. 0.01% Reduce -47.0% 24,900 $7.2M
Accel Wealth Management 2.73% Add +2.1% 24,867 $7.2M
Heritage Investors Management Corp. 0.23% Reduce -2.4% 24,839 $7.2M
Romano Brothers and Company 0.90% Reduce -1.3% 24,726 $7.2M
Integral Investment Advisors, Inc. 2.32% Reduce -2.8% 24,714 $7.2M
Capital Investment Advisors, LLC 0.15% Add +36.9% 24,701 $7.2M
Fairhaven Wealth Management, LLC 2.23% No change 24,643 $7.1M
M3 Advisory Group, LLC 5.10% Add +5.5% 24,592 $7.1M
Global Trust Asset Management, LLC 2.70% Reduce -3.7% 24,528 $7.1M
MassMutual Private Wealth & Trust, FSB 0.20% Reduce -8.2% 24,476 $7.1M
Fisher Asset Management 0.00% Add +25.5% 24,463 $7.1M
Abundance Wealth Counselors 1.54% Add +1.1% 24,365 $7.1M
L & S Advisors Inc 0.87% Reduce -4.6% 24,352 $7.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -5.5% 23,725 $7.0M
Schechter Investment Advisors, LLC 0.54% Add +15.9% 24,287 $7.0M
Van Strum & Towne Inc. 2.46% Reduce -0.3% 24,171 $7.0M
Weitzel Financial Services, Inc. 3.30% Add +5.0% 23,966 $7.0M
Keyes, Stange & Wooten Wealth Management, LLC 4.12% Reduce -2.6% 24,131 $7.0M
Mackenzie Financial Corp. 0.01% New 24,067 $7.0M
Bawa N Mallick Trust 3.05% — 24,000 $7.0M
Cibc World Market Inc. 0.02% Add +7.5% 23,891 $6.9M
Pitti Group Wealth Management, LLC 6.99% Add +1.8% 23,812 $6.9M
Global Wealth Management, LLC 4.40% Add +1.1% 23,769 $6.9M
SigFig Wealth Management, LLC 0.25% Reduce -22.5% 27,964 $6.9M
Beaird Harris Wealth Management, LLC 0.59% Add +0.5% 23,701 $6.9M
Medallion Wealth Advisors, LLC 3.40% — 24,566 $6.9M
Spire Wealth Management 0.21% Add +7.2% 23,429 $6.8M
Blue Trust, Inc. 0.09% Add +65.0% 23,360 $6.8M
Pullen Investment Management, LLC 4.40% Add +7.0% 23,342 $6.8M
Gerber Kawasaki Wealth & Investment Management 0.29% Add +1.4% 23,208 $6.7M
Orcam Financial Group 6.49% Add +6.9% 23,170 $6.7M
Swmg, LLC 2.66% Reduce -0.5% 22,178 $6.7M
Boston Family Office LLC 0.46% Reduce -1.2% 22,954 $6.7M
Seamount Financial Group Inc. 4.59% Reduce -4.6% 22,924 $6.6M
Capital Analysts, LLC 0.27% Reduce -5.3% 22,912 $6.6M
Spinnaker Investment Group, LLC 1.60% Reduce -1.9% 22,893 $6.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.54% Add +4.0% 22,777 $6.6M
Tenon Financial LLC 4.27% Add +0.1% 22,779 $6.6M
Capital Investment Counsel, LLC 1.10% Add +7.9% 22,691 $6.6M
Advus Financial Partners, LLC 1.84% Reduce -3.5% 22,608 $6.6M
BSW Wealth Partners 0.96% Add +55.4% 22,557 $6.5M
Norris Financial Group, LLC 3.05% Add +5.6% 22,410 $6.5M
Snowden Capital Advisors LLC 0.20% Reduce -2.7% 22,409 $6.5M
First Heartland Consultants, Inc. 0.66% Add +7.4% 22,349 $6.5M
Strategic Point Investment Advisors, LLC 1.05% Reduce -4.8% 22,290 $6.5M
RVW Wealth, LLC 0.60% Reduce -2.5% 22,240 $6.4M
CX Institutional 0.26% Reduce -0.7% 22,197 $6.4M
Family Wealth Partners, LLC 3.05% Reduce -2.7% 22,171 $6.4M
Acima Private Wealth, LLC 2.16% Add +2.9% 22,151 $6.4M
Tyler-Stone Wealth Management 1.14% Reduce -3.6% 22,148 $6.4M
Painted Porch Advisors LLC 3.17% Add +0.1% 22,146 $6.4M
Treynor Bancshares, Inc. 6.76% Add +24.0% 22,100 $6.4M
RHS Financial, LLC 3.29% Add +0.3% 21,932 $6.4M
Oarsman Capital, Inc. 1.11% Reduce -18.0% 21,886 $6.3M
BayBridge Capital Group, LLC 4.60% Add +17.2% 21,871 $6.3M
Stevens Capital Partners 2.87% Reduce -0.8% 21,837 $6.3M
Susquehanna Advisors Group, Inc. 0.44% — 21,775 $6.3M
McIlrath & Eck, LLC 0.80% Add +1.8% 21,759 $6.3M
Osborne Partners Capital Management, LLC 0.36% Add +1.3% 21,705 $6.3M
Capital Investment Advisory Services, LLC 0.60% Reduce -18.0% 21,680 $6.3M
Greenspring Advisors, LLC 1.37% Reduce -0.8% 21,658 $6.3M
Cutler Investment Counsel LLC 0.78% Reduce -6.8% 21,617 $6.3M
Tenret Co LLC 3.94% Reduce -2.8% 21,562 $6.2M
Old Mission Capital LLC 0.14% New 21,472 $6.2M
Custos Family Office, LLC 2.17% Add +0.1% 21,414 $6.2M
Compound Planning, Inc. 0.31% Add +6.9% 21,357 $6.2M
Forum Financial Management, LP 0.10% Add +9.7% 21,279 $6.2M
Gilbert & Cook, Inc. 0.87% Reduce -46.6% 21,223 $6.2M
Florida Trust Wealth Management Co 0.20% Add +5.8% 21,220 $6.1M
R. W. Roge & Company, Inc. 3.32% Reduce -1.6% 21,216 $6.1M
Burling Wealth Partners, LLC 1.25% — 21,148 $6.1M
Susquehanna International Group, LLP 0.01% New 21,136 $6.1M
PDS Planning, Inc 0.54% Add +2.1% 21,136 $6.1M
Human Investing LLC 1.08% Add +0.0% 21,080 $6.1M
Fifth Third Wealth Advisors LLC 0.33% Add +14.8% 21,079 $6.1M
Wimmer Associates 1, LLC 3.00% Reduce -2.1% 20,950 $6.1M
Lebenthal Global Advisors, LLC 1.10% Add +36.8% 20,804 $6.0M
Equitable Trust Co. 0.34% New 20,801 $6.0M
Martin Capital Advisors, LLP 3.88% Reduce -0.2% 20,796 $6.0M
Parkside Advisors LLC 1.42% Add +14.7% 20,792 $6.0M
Washington Trust Bank 0.58% Reduce -4.8% 20,744 $6.0M
Sabal Trust CO 0.35% Reduce -1.4% 20,638 $6.0M
Mitchell Sinkler & Starr 1.58% Reduce -0.3% 20,454 $5.9M
Sulzberger Capital Advisors, Inc. 6.75% — 20,397 $5.9M
Earned Wealth Advisors, LLC 1.89% Add +18.3% 20,383 $5.9M
Prepared Retirement Institute LLC 3.36% Add +20.2% 20,338 $5.9M
Sowell Financial Services LLC 0.31% Reduce -91.9% 20,187 $5.9M
Trevian Wealth Management LLC 4.31% Add +13.6% 20,141 $5.8M
UMB Bank, n.a. 0.09% Reduce -64.7% 20,123 $5.8M
NorthCrest Asset Manangement, LLC 0.17% Reduce -0.2% 20,118 $5.8M
Nations Financial Group Inc, /Ia/ 0.43% Reduce -51.2% 20,076 $5.8M
Midland Wealth Advisors, LLC 0.35% Reduce -4.2% 20,025 $5.8M
Guardian Wealth Advisors, LLC / NC 0.46% Add +0.6% 19,948 $5.8M
Bogart Wealth, LLC 0.27% Add +0.4% 19,932 $5.8M
Squire Investment Management Company, LLC 2.53% Add +3.6% 19,835 $5.7M
Atala Financial Inc 4.03% — 19,794 $5.7M
TD Private Client Wealth LLC 0.16% Reduce -5.5% 19,790 $5.7M
Wealthstream Advisors, Inc. 1.06% Reduce -0.4% 19,783 $5.7M
Sagespring Wealth Partners, LLC 0.15% — 57,628 $5.7M
Empowered Funds, LLC 0.08% Add +66.5% 19,640 $5.7M
Black Diamond Financial, LLC 0.85% Add +6.1% 19,557 $5.7M
Astra Wealth Partners LLC 5.33% — 19,506 $5.7M
ARK & TLK Investments, LLC 1.96% Reduce -0.4% 19,451 $5.6M
United Services Automobile Association 0.18% Reduce -14.2% 19,408 $5.6M
Hurlow Wealth Management Group, Inc. 1.76% Reduce -4.6% 19,397 $5.6M
L.M. Kohn & Company 1.45% Reduce -4.7% 19,363 $5.6M
Blume Capital Management, Inc. 1.25% No change 19,274 $5.6M
DT Investment Partners, LLC 0.47% Add +6.5% 19,233 $5.6M
Plan Group Financial, LLC 2.93% Add +1.0% 19,164 $5.6M
L.K. Benson & Company, P.C. 3.91% — 19,143 $5.5M
Advocate Group LLC 1.04% Reduce -4.0% 19,115 $5.5M
Founders Financial Securities LLC 0.50% Reduce -1.4% 19,114 $5.5M
Stone Summit Wealth LLC 1.86% Add +3.4% 19,094 $5.5M
Mayflower Financial Advisors, LLC 0.83% Add +2.2% 19,077 $5.5M
Tarbox Family Office, Inc. 0.91% Reduce -0.3% 19,033 $5.5M
Sage Financial Group Inc. 0.44% Add +14.6% 19,025 $5.5M
West Paces Advisors Inc. 1.34% Add +0.1% 19,002 $5.5M
Level Financial Advisors 2.02% Add +0.5% 18,959 $5.5M
First Manhattan Co. Llc. 0.02% Add +7.5% 18,953 $5.5M
Naples Global Advisors, LLC 0.51% Add +3.1% 18,943 $5.5M
Buckingham Capital Management, Inc. 0.63% Reduce -2.0% 18,897 $5.5M
Wealth Architects, LLC 0.62% Add +1.0% 18,890 $5.5M
IMA Advisory Services, Inc. 0.66% New 18,878 $5.5M
Fi3 FINANCIAL ADVISORS, LLC 2.05% Reduce -9.3% 18,876 $5.5M
Rehmann Capital Advisory Group 0.35% Reduce -0.6% 18,872 $5.5M
Trust Co. of Vermont 0.26% Add +31.1% 18,771 $5.4M
BOK Financial Private Wealth, Inc. 0.39% Reduce -0.1% 18,763 $5.4M
John W. Brooker & Co., CPAs 2.34% Reduce -0.8% 18,692 $5.4M
West Financial Advisors, LLC 1.04% Reduce -4.3% 18,653 $5.4M
Kathleen S. Wright Associates Inc. 2.25% Add +16.5% 18,632 $5.4M
QRG Capital Management, Inc. 0.06% Add +0.3% 18,602 $5.4M
Summit Investment Advisory Services, LLC 2.77% Add +0.1% 18,560 $5.4M
Durante & Waters, LLC 4.43% Reduce -0.3% 18,532 $5.4M
Geometric Wealth Advisors 0.97% Add +145.3% 18,469 $5.4M
Gray Wealth Management Inc. 2.02% Add +3.0% 18,397 $5.3M
Rockwood Wealth Management, LLC 0.57% Add +4.7% 18,259 $5.3M
Evercore Wealth Management, LLC 0.08% Add +0.2% 18,244 $5.3M
Moloney Securities Asset Management, LLC 0.71% Add +3.6% 18,235 $5.3M
Moisand Fitzgerald Tamayo, LLC 0.74% Reduce -1.8% 18,165 $5.3M
Evergreen Capital Management LLC 0.17% Reduce -2.7% 18,153 $5.3M
Rockingstone Advisors LLC 2.32% Reduce -0.7% 18,142 $5.3M
Copperwynd Financial, LLC 1.45% Reduce -6.4% 18,142 $5.3M
Maridea Wealth Management LLC 1.69% — 18,101 $5.2M
Journey Strategic Wealth LLC 0.20% Reduce -17.1% 18,062 $5.2M
Syntegra Private Wealth Group, LLC 0.59% Reduce -0.3% 18,012 $5.2M
Optima Capital LLC 3.60% — 18,005 $5.2M
Partners Capital Investment Group, LLP 0.14% Reduce -7.9% 17,986 $5.2M
Arbor Wealth Advisors LLC 4.64% Add +1.2% 17,971 $5.2M
Flagstar Securities, Inc. 1.29% Add +10.3% 17,865 $5.2M
Richmond Investment Services, LLC 2.90% — 17,843 $5.2M
Crestwood Advisors Group, LLC 0.10% Add +28.2% 17,791 $5.2M
Manchester Capital Management LLC 0.60% Reduce -0.8% 17,790 $5.2M
Riverview Capital Advisers, LLC 1.55% Add +1.2% 17,705 $5.1M
Resonant Capital Advisors, LLC 0.37% Add +0.1% 17,694 $5.1M
Howland Capital Management LLC 0.22% No change 17,685 $5.1M
FAS Wealth Partners, Inc. 0.43% Reduce -2.8% 17,630 $5.1M
Flagship Private Wealth, LLC 2.45% Reduce -0.5% 17,570 $5.1M
Lokken Investment Group LLC 2.20% Reduce -19.5% 17,547 $5.1M
ABLE Financial Group, LLC 1.50% Add +1270.3% 17,540 $5.1M
Platt Investment Counsel, LLC 4.84% Reduce -3.2% 17,492 $5.1M
Lakeside Advisors, INC. 3.35% No change 17,473 $5.1M
Crews Bank & Trust 0.85% — 17,396 $5.0M
SilverOak Wealth Management LLC 1.08% Add +4.8% 17,386 $5.0M
Ausdal Financial Partners, Inc. 0.43% Add +12.2% 17,358 $5.0M
Wbi Investments, LLC 1.25% Add +5.3% 17,296 $5.0M
Wesbanco Bank Inc. 0.17% Reduce -2.8% 17,242 $5.0M
Colonial River Investments, LLC 2.42% Add +9.8% 17,231 $5.0M
CVFG LLC 4.55% — 17,228 $5.0M
Valley Financial Group, Inc. 3.47% Reduce -3.0% 17,209 $5.0M
Charis Legacy Partners, LLC 10.16% — 17,173 $5.0M
Victory Financial Group, LLC 1.31% — 17,173 $5.0M
Plante Moran Financial Advisors, LLC 0.41% Add +13.9% 17,143 $5.0M
Moody LYNN Lieberson & Walker, LLC 0.30% Reduce -0.8% 17,110 $5.0M
Successful Portfolios LLC 3.31% Add +12.9% 17,062 $4.9M
Avestar Capital, LLC 0.45% Reduce -0.8% 17,002 $4.9M
Prospect Financial Group LLC 6.04% — 16,947 $4.9M
Symphony Financial, Ltd. Co. 0.77% Reduce -54.3% 16,686 $4.9M
Strid Group, LLC 0.77% Reduce -4.4% 16,936 $4.9M
AssuredPartners Investment Advisors, LLC 0.95% — 16,897 $4.9M
Insigneo Advisory Services, LLC 0.51% Reduce -2.2% 16,888 $4.9M
Coyle Financial Counsel LLC 1.55% Reduce -0.7% 16,884 $4.9M
Hill Island Financial LLC 1.43% New 16,849 $4.9M
Kaydan Wealth Management, Inc. 1.62% Reduce -4.4% 16,796 $4.9M
Cannell & Spears LLC 0.10% Add +8.1% 16,712 $4.8M
Claro Advisors Inc. 0.66% Reduce -18.5% 16,704 $4.8M
LGL Partners, LLC 0.70% Reduce -0.0% 16,635 $4.8M
American Trust 0.37% Add +73.0% 16,631 $4.8M
D.B. Root & Company, LLC 1.53% Add +8.1% 16,620 $4.8M
Safeguard Financial, LLC 1.04% Add +2.2% 16,562 $4.8M
Krilogy Financial LLC 0.32% Add +7.1% 16,552 $4.8M
Studio Investment Management LLC 1.02% Add +1.6% 16,480 $4.8M
Strategic Financial Planning, Inc. 3.24% Reduce -0.7% 16,399 $4.8M
Kohmann Bosshard Financial Services, LLC 0.57% Reduce -0.6% 16,338 $4.7M
Sheaff Brock Investment Advisors, LLC 0.41% Add +2.2% 16,296 $4.7M
Harrell Investment Partners, LLC 1.32% Add +1.4% 16,284 $4.7M
Kathmere Capital Management, LLC 0.42% Add +2.5% 16,280 $4.7M
Lam Group, Inc. 3.36% Add +1.6% 16,262 $4.7M
Milestone Investment Advisors LLC 1.28% Add +7.7% 16,254 $4.7M
Sterling Capital Management LLC 0.06% Reduce -43.1% 16,234 $4.7M
Marex Group Ltd 0.08% Add +56.8% 16,183 $4.7M
Synovus Financial Corp. 0.06% Reduce -41.2% 16,154 $4.7M
Csenge Advisory Group 0.25% Reduce -14.7% 16,176 $4.7M
Montis Financial, LLC 1.44% No change 16,120 $4.7M
BluePointe Capital Management, LLC 2.67% No change 16,115 $4.7M
SeaCrest Wealth Management, LLC 0.49% Add +10.3% 16,077 $4.7M
Traveka Wealth, LLC 2.56% Add +4.7% 16,050 $4.7M
United Bank 0.55% No change 16,000 $4.6M
Quarry Hill Advisors, LLC 3.11% Reduce -0.1% 15,967 $4.6M
Trademark Financial Management, LLC 3.67% Add +1.1% 15,941 $4.6M
First National Advisers, LLC 0.75% Add +11.4% 15,932 $4.6M
WealthBridge Capital Management, LLC 1.28% Reduce -0.4% 15,905 $4.6M
Chicago Capital, LLC 0.12% Reduce -9.6% 15,896 $4.6M
Perennial Advisors, LLC 1.00% — 15,875 $4.6M
Von Berge Wealth Management Group, LLC 2.78% Add +8.8% 15,311 $4.6M
Intrua Financial, LLC 0.75% Reduce -9.3% 15,857 $4.6M
TFB Advisors LLC 1.31% Reduce -3.9% 15,828 $4.6M
Capital Advisors Wealth Management, LLC 0.82% Add +0.8% 15,814 $4.6M
Rf&l Wealth Management, LLC 3.22% Reduce -1.5% 15,724 $4.6M
HM Payson & Co. 0.08% Add +4.3% 15,687 $4.5M
Cromwell Holdings LLC 2.62% New 15,680 $4.5M
Gries Financial LLC 0.81% Add +0.1% 15,679 $4.5M
First National Bank of Omaha 0.30% Add +6.8% 15,674 $4.5M
Signal Advisors Wealth, LLC 0.51% Add +3.9% 15,625 $4.5M
Whittier Trust Co. 0.06% Reduce -1.8% 15,614 $4.5M
Bluestem Financial Advisors, LLC 2.12% Reduce -0.7% 15,570 $4.5M
Kwmg, LLC 0.46% Add +2.7% 15,548 $4.5M
Crewe Advisors LLC 0.62% Add +1.4% 15,531 $4.5M
Pps&v Asset Management Consultants, Inc. 3.04% Add +0.1% 15,518 $4.5M
Aerodigm Wealth, LLC 2.68% Add +0.0% 15,472 $4.5M
Bright Financial Advisors, Inc. 2.82% Add +25.5% 15,472 $4.5M
Cantor Fitzgerald Investment Advisors L.P. 0.31% Reduce -19.0% 15,461 $4.5M
Private Wealth Partners, LLC 0.34% No change 15,436 $4.5M
Tandem Investment Partners LLC 4.27% — 15,407 $4.5M
Palisade Asset Management, LLC 0.45% Reduce -0.7% 15,378 $4.5M
McLean Asset Management Corp 1.34% No change 15,364 $4.5M
Arete Wealth Advisors, LLC 0.32% Reduce -5.1% 15,286 $4.4M
BancFirst Trust & Investment Management 1.98% Reduce -4.4% 15,100 $4.4M
DBK Financial Counsel, LLC 4.41% Reduce -0.6% 15,108 $4.4M
Keener Financial Planning LLC 2.58% Add +24.6% 15,086 $4.4M
Arista Wealth Management, LLC 1.05% Reduce -2.0% 15,064 $4.4M
Cooper Financial Group 0.53% Add +66.6% 15,059 $4.4M
Fingerlakes Wealth Management, Inc. 3.52% Reduce -1.1% 15,057 $4.4M
Meridian Wealth Partners, LLC 0.66% Reduce -0.1% 15,032 $4.4M
Boston Trust Walden Corp 0.03% Reduce -0.7% 15,013 $4.4M
American Financial Advisors, LLC 0.61% Reduce -5.1% 15,010 $4.4M
Compass Capital Corp. /Ma/ 1.70% — 14,874 $4.3M
Hilltop Holdings Inc. 0.27% Add +3.6% 14,974 $4.3M
Absolute Capital Management, LLC 2.39% Add +7.3% 14,925 $4.3M
Foresight Capital Management Advisors, Inc. 2.53% Add +1.5% 14,894 $4.3M
Iron Gate Global Advisors LLC 0.61% Add +2.3% 14,890 $4.3M
Shakespeare Wealth Management, LLC 1.16% No change 14,881 $4.3M
PKS Advisory Services, LLC 1.08% — 14,869 $4.3M
DKM Wealth Management, Inc. 4.07% — 14,806 $4.3M
Sylvest Advisors, LLC 2.64% — 14,801 $4.3M
CogentBlue Wealth Advisors, LLC 3.77% — 14,782 $4.3M
Tradewinds, LLC. 1.19% Add +9.2% 14,280 $4.3M
Long Run Wealth Advisors, LLC 1.02% Add +9.1% 14,715 $4.3M
Smart Money Group LLC 1.47% Reduce -2.2% 14,655 $4.2M
Values Added Financial LLC 2.45% Reduce -2.1% 14,614 $4.2M
Pinnacle Financial Group, LLC / IL 1.66% Add +1.6% 14,601 $4.2M
Mitchell McLeod Pugh & Williams Inc. 0.89% Add +1.9% 14,571 $4.2M
First Trust Advisors LP 0.00% New 14,566 $4.2M
Hills Bank & Trust Co 0.32% Add +61.4% 14,565 $4.2M
First Citizens Financial Corp 2.29% Reduce -24.1% 14,555 $4.2M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -2.9% 14,550 $4.2M
Gerber, LLC 3.07% Reduce -2.5% 14,548 $4.2M
Meritage Portfolio Management 0.26% Add +0.0% 14,548 $4.2M
Gateway Wealth Partners, LLC 1.09% Add +3.7% 14,530 $4.2M
BNC Wealth Management, LLC 1.38% Reduce -1.3% 14,507 $4.2M
Councilmark Asset Management, LLC 2.82% No change 14,480 $4.2M
James J. Burns & Company, LLC 0.73% Reduce -2.3% 14,473 $4.2M
Tritonpoint Wealth, LLC 0.38% Add +3.7% 14,444 $4.2M
Cynosure Group, LLC 0.62% Reduce -36.8% 14,371 $4.2M
NavPoint Financial, Inc. 3.29% Add +0.6% 14,364 $4.2M
Blue Edge Capital, LLC 0.65% Add +7.0% 14,358 $4.2M
Five Pine Wealth Management 3.49% — 14,294 $4.1M
Nvwm, LLC 1.04% Reduce -0.0% 14,292 $4.1M
LaSalle St. Investment Advisors, LLC 1.28% Reduce -0.5% 14,249 $4.1M
Single Point Partners, LLC 0.95% New 14,243 $4.1M
Legal Advantage Investments, Inc. 2.18% Add +0.1% 14,242 $4.1M
Smith Salley Wealth Management 0.26% Reduce -1.1% 14,190 $4.1M
Narus Financial Partners, LLC 1.39% Add +0.5% 14,189 $4.1M
Pine Ridge Advisers LLC 0.37% Add +11.0% 14,184 $4.1M
Indiana Trust & Investment Management Co 1.39% No change 14,128 $4.1M
Kendall Capital Management 1.19% Add +2.5% 14,070 $4.1M
Soltis Investment Advisors LLC 0.38% Reduce -5.8% 14,041 $4.1M
Bear Mountain Capital, Inc. 1.58% No change 13,452 $4.1M
O'ROURKE & COMPANY, Inc 1.98% Add +3.4% 13,974 $4.0M
Tandem Wealth Advisors LLC 2.06% Reduce -26.0% 13,938 $4.0M
Mosley Wealth Management 2.50% Add +3.7% 13,530 $4.0M
KPP Advisory Services LLC 0.95% Reduce -8.0% 13,915 $4.0M
Neuberger Berman Group LLC 0.00% Add +26.6% 13,912 $4.0M
MBL Wealth, LLC 0.41% Add +1494.8% 13,891 $4.0M
Ashton Thomas Private Wealth, LLC 0.16% Add +19.3% 13,842 $4.0M
Icon Wealth Advisors, LLC 0.33% Add +22.1% 13,832 $4.0M
Strategies Wealth Advisors, LLC 0.50% Reduce -0.2% 13,360 $4.0M
Sentry LLC 0.78% Reduce -0.5% 13,779 $4.0M
Yeomans Consulting Group, Inc. 1.49% Reduce -15.7% 13,722 $4.0M
Adero Partners, LLC 0.26% Add +0.9% 13,697 $4.0M
Hanson & Doremus Investment Management 0.62% Reduce -0.2% 13,663 $4.0M
Gallacher Capital Management LLC 1.96% Reduce -0.1% 13,621 $3.9M
Vicus Capital 0.35% Reduce -0.7% 13,592 $3.9M
JFG Wealth Management, LLC 0.90% Reduce -0.4% 13,577 $3.9M
Strategic Blueprint, LLC 0.23% Add +21.0% 13,567 $3.9M
Serenus Wealth Advisors, LLC 0.68% — 13,536 $3.9M
Quadcap Wealth Management, LLC 0.58% Add +6.8% 13,531 $3.9M
Marquette Associates, Inc. 3.25% Add +31.2% 13,514 $3.9M
Pegasus Asset Management, Inc. 1.47% Reduce -1.1% 13,473 $3.9M
Keel Point, LLC 0.31% Add +4.3% 13,469 $3.9M
Fiduciary Group, LLC 0.39% Reduce -0.8% 13,440 $3.9M
Embree Financial Group 0.66% Add +0.3% 13,424 $3.9M
True North Advisors, LLC 0.92% Add +341.6% 13,397 $3.9M
Napatree Capital LLC 2.27% Add +106.1% 13,353 $3.9M
Biltmore Family Office, LLC 0.65% No change 13,348 $3.9M
Caldwell Trust Co 0.40% Add +7.1% 13,342 $3.9M
Legacy Wealth Management, LLC / MS 1.53% Reduce -29.1% 13,298 $3.9M
TruNorth Capital Management, LLC 1.05% Add +0.0% 13,275 $3.8M
Fulton Bank, N.A. 0.15% Add +1.9% 13,265 $3.8M
626 Financial, LLC 2.07% Reduce -0.5% 13,244 $3.8M
Decker Retirement Planning Inc. 2.22% — 13,221 $3.8M
Berger Financial Group, Inc 0.26% Add +251.1% 13,216 $3.8M
Exchange Bank 3.08% Add +0.0% 13,206 $3.8M
Fort Henry Capital, LLC 2.74% Reduce -0.6% 13,202 $3.8M
Headlands Technologies LLC 0.38% Reduce -37.7% 13,189 $3.8M
Stonegate Investment Group, LLC 0.10% No change 13,173 $3.8M
Legacy Financial Advisors, Inc. 0.63% Reduce -5.8% 13,169 $3.8M
Old National Bancorp 0.09% Reduce -2.4% 13,158 $3.8M
Charter Oak Capital Management, LLC 0.35% Reduce -2.1% 13,148 $3.8M
Ledyard National Bank 0.36% Reduce -3.8% 13,130 $3.8M
Letson Investment Management, Inc. 1.54% No change 13,125 $3.8M
Cambria Investment Management, L.P. 0.23% New 13,119 $3.8M
Faithward Advisors, LLC 0.65% Add +15.2% 13,092 $3.8M
Consolidated Portfolio Review Corp 0.60% Add +253.3% 13,083 $3.8M
Lantern Wealth Advisors, LLC 2.46% Add +0.0% 13,069 $3.8M
Waterloo Capital, L.P. 0.40% Reduce -2.6% 13,064 $3.8M
Washington Trust Advisors, Inc. 0.32% Reduce -1.9% 13,054 $3.8M
Columbus Macro, LLC 0.52% Reduce -4.9% 13,043 $3.8M
City Holding Co. 0.54% Add +0.1% 13,043 $3.8M
Rothschild Investment LLC 0.25% Reduce -4.1% 13,021 $3.8M
SeaBridge Investment Advisors LLC 0.79% New 13,014 $3.8M
Avant Capital LLC 3.13% — 13,009 $3.8M
Twin Lakes Capital Management, LLC 2.42% Add +0.6% 13,001 $3.8M
Silvercrest Asset Management Group LLC 0.03% Reduce -7.9% 12,940 $3.8M
Lumbard & Kellner, LLC 1.61% Reduce -18.9% 12,940 $3.8M
Kennicott Capital Management LLC 1.93% Reduce -31.8% 12,923 $3.7M
Mattern Wealth Management LLC 0.82% Reduce -0.2% 12,905 $3.7M
Merriman Wealth Management, LLC 0.16% Add +2.8% 12,885 $3.7M
Hoese & Co LLP 3.24% Reduce -2.3% 12,873 $3.7M
Stonebridge Financial Group, LLC 0.41% — 12,852 $3.7M
Balboa Wealth Partners 0.85% Add +829.7% 12,830 $3.7M
Nikulski Financial, Inc. 1.09% Reduce -1.5% 12,811 $3.7M
Trail Ridge Investment Advisors, LLC 1.76% Add +4.1% 12,805 $3.7M
Cherry Tree Wealth Management, LLC 0.92% Reduce -6.2% 12,803 $3.7M
Capital Insight Partners, LLC 0.64% Reduce -3.5% 12,782 $3.7M
Coordinated Financial Services, Inc. 2.93% — 12,779 $3.7M
Priebe Wealth Holdings LLC 2.50% Reduce -20.6% 12,741 $3.7M
Old North State Trust, LLC 2.35% Add +137.9% 12,736 $3.7M
McAdam, LLC 0.20% Reduce -68.2% 12,733 $3.7M
CMG Global Holdings, LLC 2.04% Add +2.0% 12,276 $3.7M
Crux Wealth Advisors 2.05% — 12,729 $3.7M
Aegis Wealth Management LLC 2.49% — 12,705 $3.7M
Prodigy Asset Management LLC 3.14% — 12,699 $3.7M
Quantum Financial Advisors, LLC 0.56% Add +21.6% 12,688 $3.7M
Lakewood Asset Management LLC 2.53% Reduce -1.3% 12,657 $3.7M
CIBC Asset Management Inc 0.01% Add +9.7% 12,944 $3.6M
Certuity, LLC 0.40% Add +9.0% 12,582 $3.6M
Guidance Capital, Inc. 1.11% Add +10.1% 12,083 $3.6M
Index Fund Advisors, Inc. 0.19% Add +0.2% 12,443 $3.6M
Larson Financial Group LLC 0.19% Reduce -15.4% 12,399 $3.6M
First National Bank of Mount Dora, Trust Investment Services 0.84% No change 12,391 $3.6M
Boston Research & Management Inc. 0.88% No change 12,380 $3.6M
Bridgewealth Advisory Group, LLC 1.01% Add +7.5% 11,875 $3.6M
Compass Planning Associates Inc 3.63% — 12,348 $3.6M
Advisors Capital Management, LLC 0.06% Add +23.2% 12,340 $3.6M
Sandy Spring Bank 0.14% Add +0.1% 12,282 $3.6M
American Institute for Advanced Investment Management, LLP 2.65% Reduce -4.3% 12,265 $3.6M
Private Portfolio Partners LLC 0.65% Add +1.4% 12,237 $3.5M
Madrona Financial Services, LLC 0.96% Add +7.3% 12,224 $3.5M
Carl P. Sherr & Co., LLC 1.86% Add +3.9% 12,194 $3.5M
Stock Yards Bank & Trust Co. 0.12% Reduce -83.2% 12,178 $3.5M
Mad River Investors 1.63% No change 12,122 $3.5M
Ethic Inc. 0.07% New 12,114 $3.5M
First Citizens Bank & Trust Co. 0.06% Add +9.8% 12,110 $3.5M
Synergy Investment Management, LLC 1.51% — 12,086 $3.5M
Vise Technologies, Inc. 0.29% New 12,082 $3.5M
Dunhill Financial, LLC 1.63% Add +2.7% 12,064 $3.5M
Mission Creek Capital Partners, Inc. 0.76% Add +15.4% 12,064 $3.5M
Kestra Investment Management, LLC 0.14% Add +7.7% 12,063 $3.5M
Brown Miller Wealth Management, LLC 1.34% Add +0.4% 12,049 $3.5M
Barton Investment Management 0.37% Reduce -1.1% 12,017 $3.5M
Treasure Coast Financial Planning 2.29% Reduce -0.1% 12,014 $3.5M
Everstar Asset Management, LLC 2.46% Add +518.3% 12,014 $3.5M
Forza Wealth Management, LLC 1.58% Add +34.0% 11,938 $3.5M
Investment Advisory Group, LLC 1.15% Add +2.7% 11,824 $3.4M
Drive Wealth Management, LLC 0.84% Reduce -0.1% 11,797 $3.4M
BCS Wealth Management 0.85% New 11,791 $3.4M
Lion Street Advisors, LLC 1.09% Reduce -1.3% 11,752 $3.4M
Lazari Capital Management, Inc. 1.35% Reduce -22.4% 11,716 $3.4M
SOL Capital Management CO 0.38% Add +7.5% 11,714 $3.4M
Miller Investment Management, LP 0.37% Add +0.2% 11,695 $3.4M
SC&H Financial Advisors, Inc. 0.70% Add +13.1% 11,690 $3.4M
Bedel Financial Consulting, Inc. 0.47% Reduce -5.0% 11,276 $3.4M
Beaumont Financial Advisors, LLC 0.25% Add +8.0% 11,625 $3.4M
Shepherd Kaplan Krochuk, LLC 2.81% Add +51.0% 11,592 $3.4M
MCF Advisors LLC 0.24% Reduce -4.1% 11,569 $3.4M
Francis Financial, Inc. 0.85% Reduce -6.3% 11,553 $3.3M
Clear Creek Financial Management, LLC 0.36% Add +1.7% 11,544 $3.3M
West Coast Financial LLC 0.37% Add +3.8% 11,542 $3.3M
Davis Capital Management 2.71% Reduce -0.2% 11,474 $3.3M
Redhawk Wealth Advisors, Inc. 0.45% Add +14.3% 11,465 $3.3M
Madden Advisory Services, Inc. 1.54% Reduce -1.4% 11,464 $3.3M
Aries Wealth Management 0.91% Add +6.6% 11,397 $3.3M
Jordan Park Group LLC 0.24% Reduce -8.8% 11,386 $3.3M
Novus Advisors, LLC 3.28% — 11,343 $3.3M
Anchor Investment Management, LLC 0.31% Reduce -9.7% 11,343 $3.3M
Marino, Stram & Associates LLC 0.73% Add +27.0% 11,332 $3.3M
Yoder Wealth Management, Inc. 1.81% Add +165.8% 11,328 $3.3M
LRI Investments, LLC 0.31% Add +15.5% 11,308 $3.3M
Professional Advisory Services Inc. 0.41% No change 11,260 $3.3M
Selective Wealth Management, Inc. 1.33% Add +18.6% 11,348 $3.3M
Marotta Asset Management 0.68% Reduce -9.0% 11,312 $3.3M
Pinion Investment Advisors, LLC 1.30% Reduce -1.4% 11,283 $3.3M
Fort Point Capital Partners LLC 0.37% Reduce -0.1% 11,251 $3.3M
Qube Research & Technologies Ltd 0.01% Add +7.8% 11,232 $3.3M
ALM First Financial Advisors, LLC 0.77% No change 14,000 $3.2M
Park Place Capital Corp 0.91% Add +5.0% 11,179 $3.2M
Cadence Bank 0.22% Reduce -26.2% 11,163 $3.2M
Worth Asset Management, LLC 1.73% Add +89.9% 11,156 $3.2M
Elite Financial, Inc. 1.75% — 11,156 $3.2M
Gitterman Wealth Management, LLC 1.35% Add +112.8% 11,140 $3.2M
National Wealth Management Group, LLC 2.15% Reduce -3.8% 11,138 $3.2M
Novak & Powell Financial Services, Inc. 1.92% Add +1.0% 11,096 $3.2M
Moneco Advisors, LLC 0.34% Add +38.3% 11,050 $3.2M
Mayfair Advisory Group, LLC 1.88% Add +0.6% 11,039 $3.2M
Matauro, LLC 0.69% — 11,023 $3.2M
FF Advisors,LLC 2.19% Add +5.7% 10,646 $3.2M
Daymark Wealth Partners, LLC 0.13% Add +40.4% 11,015 $3.2M
Diversified Enterprises, LLC 0.31% Reduce -0.3% 11,009 $3.2M
Renasant Bank 2.06% No change 10,993 $3.2M
High Net Worth Advisory Group LLC 0.89% Add +8.7% 10,946 $3.2M
Bare Financial Services, Inc 1.28% Reduce -5.3% 10,954 $3.2M
Nicholson Wealth Management Group, LLC 2.12% Reduce -4.7% 10,928 $3.2M
Mainsail Asset Management, LLC 2.21% Add +1.4% 10,927 $3.2M
CCG Wealth Management, LLC 1.76% Reduce -7.3% 10,921 $3.2M
Westmount Partners, LLC 0.96% Reduce -0.3% 10,912 $3.2M
Strategic Financial Partners, Ltd. 1.61% Reduce -0.2% 10,879 $3.2M
Howard Financial Services, LTD. 0.43% Add +0.6% 10,852 $3.1M
RFP Financial Group LLC 1.23% Reduce -49.8% 10,845 $3.1M
Creekside Partners 1.63% Add +11.2% 10,833 $3.1M
R.H. Investment Group, LLC 2.96% — 10,818 $3.1M
Red Door Wealth Management, LLC 0.48% Add +0.2% 10,780 $3.1M
BLB&B Advisors, LLC 0.16% Add +0.1% 10,770 $3.1M
Avantax Planning Partners, Inc. 0.11% Add +43.5% 10,702 $3.1M
GTS Securities LLC 0.15% New 10,700 $3.1M
YHB Investment Advisors, Inc. 0.25% Reduce -7.8% 10,675 $3.1M
Hendershot Investments Inc. 0.42% Add +19.6% 10,640 $3.1M
Accurate Wealth Management, LLC 0.59% Add +11.6% 10,699 $3.1M
Capasso Planning Partners LLC 1.23% Reduce -21.4% 10,623 $3.1M
Princeton Global Asset Management LLC 0.58% No change 10,616 $3.1M
Beam Wealth Advisors, Inc. 0.97% Reduce -1.5% 10,615 $3.1M
Novem Group 0.46% — 10,605 $3.1M
Lodestone Wealth Management LLC 1.54% No change 10,602 $3.1M
Financial Management Professionals, Inc. 0.39% Add +529250.0% 10,587 $3.1M
Christensen, King & Associates Investment Services, Inc. 1.43% Reduce -1.1% 10,280 $3.1M
PBMares Wealth Management LLC 0.62% Reduce -0.1% 10,534 $3.1M
Lee, Kelleher & Klein Wealth Management 2.17% — 10,504 $3.0M
Renaissance Technologies 0.00% New 10,500 $3.0M
White Lighthouse Investment Management Inc. 0.53% Reduce -2.9% 10,476 $3.0M
Rialto Wealth Management, LLC 1.00% — 10,412 $3.0M
Kiley Juergens Wealth Management, LLC 0.76% Reduce -2.1% 10,401 $3.0M
Smartleaf Asset Management LLC 0.31% Reduce -0.7% 10,360 $3.0M
Eagle Rock Investment Company, LLC 0.50% Add +5.1% 10,387 $3.0M
Centricity Wealth Management, LLC 2.80% — 10,356 $3.0M
Private Capital Management LLC 0.60% Reduce -46.2% 10,349 $3.0M
SouthState Bank Corp 0.20% Add +31.9% 10,333 $3.0M
Hardin Capital Partners, LLC 1.80% Reduce -0.5% 10,319 $3.0M
Outfitters Financial LLC 2.39% Reduce -1.0% 10,314 $3.0M
JNBA Financial Advisors 0.30% Reduce -1.1% 10,286 $3.0M
Pinnacle Bancorp, Inc. 0.97% Add +2.0% 10,283 $3.0M
Ames National Corp. 2.00% — 10,269 $3.0M
Security National Bank 0.42% Reduce -1.1% 10,259 $3.0M
IMS Capital Management 1.38% Add +2.3% 10,243 $3.0M
Continental Investors Services, Inc. 5.88% Add +4.0% 10,230 $3.0M
BOS Asset Management, LLC 1.07% Add +0.8% 10,229 $3.0M
Stratos Investment Management, LLC 0.18% Add +28.4% 10,208 $3.0M
Parkside Financial Bank & Trust 0.39% Add +8.8% 10,175 $2.9M
Lee Financial Co 0.41% Add +1.8% 10,174 $2.9M
HBW Advisory Services LLC 0.30% Add +3.0% 10,151 $2.9M
Berkeley Capital Partners, LLC 0.82% Add +0.9% 10,141 $2.9M
Moors & Cabot, Inc. 0.14% Add +3.4% 10,136 $2.9M
Curtis Advisory Group, LLC 0.78% Reduce -21.1% 10,122 $2.9M
Piedmont Capital Management, LLC 1.77% Add +2.5% 10,129 $2.9M
Aurelius Family Office LLC 1.48% — 10,093 $2.9M
Archer Investment Corp 0.78% Add +0.5% 10,034 $2.9M
180 Wealth Advisors, LLC 0.45% Reduce -1.3% 10,010 $2.9M
Traynor Capital Management, Inc. 0.22% Add +11.0% 9,988 $2.9M
Roof Eidam Maycock Peralta, LLC 0.75% No change 9,986 $2.9M
Winch Advisory Services, LLC 0.75% Reduce -14.0% 9,978 $2.9M
Sfmg, LLC 0.23% Add +311.3% 9,969 $2.9M
Ashton Thomas Securities, LLC 0.79% Reduce -5.4% 9,961 $2.9M
Catalyst Financial Partners LLC 0.54% Add +9.3% 9,958 $2.9M
One Charles Private Wealth Services, LLC 0.96% Add +2.8% 9,869 $2.9M
HTG Investment Advisors, Inc. 1.31% Add +34.7% 9,859 $2.9M
Voya Financial Advisors, Inc. 0.31% Add +17.5% 9,820 $2.9M
Johnson Bixby & Associates, LLC 0.43% Add +1.6% 9,817 $2.8M
Dagco, Inc. 0.94% Add +6443.3% 9,815 $2.8M
Royal Fund Management, LLC 0.31% Reduce -51.0% 9,695 $2.8M
Aspire Growth Partners LLC 2.76% — 9,748 $2.8M
Arbor Investment Advisors, LLC 0.40% Reduce -0.1% 9,746 $2.8M
Alpha Omega Wealth Management LLC 0.54% Reduce -3.5% 9,737 $2.8M
Jackson, Grant Investment Advisers, Inc. 1.09% Add +17.4% 9,733 $2.8M
Signal Tree Financial Partners LLC 3.30% — 9,702 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +23.6% 9,701 $2.8M
Tyche Wealth Partners LLC 0.59% Reduce -9.4% 9,699 $2.8M
Five Oceans Advisors 1.29% Reduce -2.6% 9,690 $2.8M
Bragg Financial Advisors, Inc 0.11% Reduce -2.1% 9,669 $2.8M
Paragon Private Wealth Management, LLC 1.29% Add +20.1% 9,616 $2.8M
HMV Wealth Advisors, LLC 2.76% — 9,526 $2.8M
Apex Wealth Management, LLC 2.38% — 9,506 $2.8M
TriaGen Wealth Management LLC 0.93% Add +0.6% 9,491 $2.8M
Fee-Only Financial Planning, L.C. 1.77% Reduce -2.5% 9,481 $2.7M
Aviance Capital Partners, LLC 0.38% Add +23.9% 9,457 $2.7M
Farmers & Merchants Investments Inc. 0.09% No change 9,455 $2.7M
Exchange Capital Management, Inc. 0.43% Reduce -2.7% 9,440 $2.7M
Financial Strategies Group, Inc. 0.65% Reduce -0.5% 9,520 $2.7M
OMNI 360 Wealth, Inc. 1.82% Reduce -6.0% 9,428 $2.7M
Thompson Investment Management, Inc. 0.39% Add +10350.0% 9,405 $2.7M
S&T Bank 0.87% No change 9,397 $2.7M
Meredith Wealth Planning 1.21% Add +138.7% 9,363 $2.7M
Anderson Hoagland & Co. 0.28% Reduce -0.7% 9,154 $2.7M
Advisors Management Group Inc. 0.64% Add +15.5% 9,324 $2.7M
Moseley Investment Management Inc. 1.05% Add +6.7% 9,299 $2.7M
Wells Trecaso Financial Group, LLC 0.88% Add +10.0% 9,289 $2.7M
Gradient Investments LLC 0.05% Reduce -7.6% 9,232 $2.7M
Eldridge Investment Advisors, Inc. 0.62% Add +2.9% 9,217 $2.7M
Clifford Swan Investment Counsel LLC 0.10% Reduce -1.5% 9,192 $2.7M
Summit Global Investments 0.17% Reduce -24.7% 9,186 $2.7M
Gemmer Asset Management LLC 0.26% Add +5.4% 9,161 $2.7M
Fairman Group, LLC 2.18% Add +0.4% 9,143 $2.6M
Councilor Wealth, LLC 1.26% Reduce -0.4% 9,142 $2.6M
Investment Advisory Services Inc. /TX 0.93% Add +0.8% 9,116 $2.6M
Money Concepts Capital Corp. 0.20% Add +11.6% 9,095 $2.6M
Arcus Capital Partners, LLC 0.83% Reduce -0.1% 10,136 $2.6M
Leo Wealth, LLC 0.24% Add +8.7% 9,775 $2.6M
WPWealth LLP 0.54% Reduce -10.0% 9,042 $2.6M
Tower Wealth Partners, Inc. 1.37% Add +307.2% 9,040 $2.6M
Cook Wealth, LLC 1.23% Add +26.1% 10,817 $2.6M
Fulton Breakefield Broenniman LLC 0.19% Reduce -9.7% 9,028 $2.6M
Cascade Investment Advisors, Inc. 1.67% Add +6.4% 8,958 $2.6M
Collaborative Wealth Managment Inc. 1.18% Reduce -1.6% 8,945 $2.6M
Visionary Wealth Advisors 0.15% Add +7.9% 8,931 $2.6M
Certified Advisory Corp 0.28% Reduce -0.4% 8,931 $2.6M
Melfa Wealth Management, Inc. 1.73% Add +128.4% 8,922 $2.6M
Yoffe Investment Management, LLC 3.83% — 8,908 $2.6M
Rakuten Securities, Inc. 1.02% Add +43.4% 8,904 $2.6M
Glass Jacobson Investment Advisors llc 0.85% Add +10.3% 8,892 $2.6M
Roehl & Yi Investment Advisors, LLC 1.42% — 24,335 $2.6M
Trifecta Capital Advisors, LLC 0.51% Add +31.6% 8,856 $2.6M
Hopwood Financial Services, Inc. 1.94% — 8,854 $2.6M
Sound Stewardship, LLC 1.52% Add +1.0% 8,848 $2.6M
NCM Capital Management, LLC 1.16% Add +84.9% 8,846 $2.6M
Running Point Capital Advisors, LLC 0.88% Add +1468.1% 8,844 $2.6M
LongView Wealth Management 0.78% Reduce -0.3% 8,793 $2.5M
Burns Matteson Capital Management, LLC 1.43% Reduce -0.3% 8,776 $2.5M
Strategic Financial Services, Inc. 0.15% Reduce -0.0% 8,738 $2.5M
Tacita Capital Inc 1.81% No change 8,736 $2.5M
Brio Consultants, LLC 0.40% Add +21.4% 8,730 $2.5M
Kavar Capital Partners Group, LLC 0.43% Add +0.1% 8,718 $2.5M
SwitchPoint Financial Planning, LLC 2.42% — 8,715 $2.5M
Nabity-Jensen Investment Management Inc 1.91% Reduce -0.8% 8,709 $2.5M
Estate Counselors, LLC 0.27% Add +6.7% 8,706 $2.5M
Acorn Wealth Advisors, LLC 1.04% Reduce -14.1% 8,703 $2.5M
Wiser Wealth Management, Inc 0.71% Reduce -0.1% 8,701 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +4.8% 8,700 $2.5M
PCA Investment Advisory Services Inc. 1.17% Add +1.9% 8,691 $2.5M
Alpha Cubed Investments, LLC 0.12% Reduce -15.3% 8,682 $2.5M
Cedar Mountain Advisors, LLC 0.55% No change 8,666 $2.5M
Oak Hill Wealth Advisors, LLC 0.60% — 8,633 $2.5M
Capital Advisors Inc. 0.05% Add +16.2% 8,627 $2.5M
J. L. Bainbridge & Co., Inc. 0.24% Reduce -1.3% 8,621 $2.5M
Net Worth Advisory Group 0.76% Add +259.8% 8,611 $2.5M
Fiduciary Alliance LLC 0.25% Add +3.3% 8,610 $2.5M
Financial Insights, Inc. 0.96% Reduce -5.1% 8,605 $2.5M
Rossmore Private Capital 0.31% Add +7.5% 8,574 $2.5M
Elevation Wealth Partners, LLC 1.05% Reduce -2.6% 8,551 $2.5M
Tempus Wealth Planning, LLC 0.76% Reduce -0.7% 8,536 $2.5M
Empire Financial Management Company, LLC 0.77% Reduce -2.9% 8,512 $2.5M
Belmont Capital, LLC 0.40% No change 8,508 $2.5M
SkyOak Wealth, LLC 0.53% Add +2.5% 8,507 $2.5M
Secured Retirement Advisors, LLC 1.41% Reduce -6.0% 8,505 $2.5M
Fortress Wealth Management, Inc. 1.19% Reduce -3.0% 8,500 $2.5M
Sugarloaf Wealth Management, LLC 0.47% Add +4.2% 8,479 $2.5M
Total Clarity Wealth Management, Inc. 0.80% Reduce -0.6% 8,438 $2.4M
Bell Bank 0.18% Reduce -5.6% 8,426 $2.4M
Northeast Financial Group, Inc. 0.93% Add +2.0% 8,379 $2.4M
Werba Rubin Papier Wealth Management 0.57% Reduce -5.1% 8,357 $2.4M
Sfm, LLC 1.70% Reduce -0.3% 8,314 $2.4M
HBC Financial Services, PLLC 1.48% Reduce -11.5% 8,309 $2.4M
Members Wealth LLC 1.79% — 8,044 $2.4M
Integrated Capital Management, Inc. 1.89% Add +0.2% 8,266 $2.4M
Zacks Investment Management 0.02% Reduce -1.5% 8,236 $2.4M
Sprinkle Financial Consultants LLC 1.62% No change 8,221 $2.4M
Simmons Bank 0.17% Add +1.0% 8,206 $2.4M
Waypoint Wealth Partners Inc. 0.65% Reduce -0.1% 8,200 $2.4M
Waterway Wealth Management, LLC 1.04% Reduce -5.4% 8,199 $2.4M
Williams Jones Wealth Management, LLC. 0.03% Reduce -17.9% 8,173 $2.4M
Seed Wealth Management, Inc. 1.91% Reduce -15.9% 8,165 $2.4M
Dash Acquisitions Inc. 0.50% Reduce -8.6% 7,894 $2.4M
Talisman Wealth Advisors LLC 2.51% Add +0.3% 8,148 $2.4M
Innealta Capital, LLC 1.15% Add +53.9% 8,134 $2.4M
EagleClaw Capital Managment, LLC 0.37% No change 8,132 $2.4M
Greenfield Savings Bank 1.13% Add +0.1% 8,130 $2.4M
Aquire Wealth Advisors, LLC 0.73% Reduce -1.7% 8,127 $2.4M
Everest Private Wealth 2.07% — 8,121 $2.4M
Heritage Financial Services, LLC 0.31% Reduce -7.5% 8,064 $2.3M
Courier Capital LLC 0.16% Reduce -6.8% 8,047 $2.3M
HFG Advisors, Inc. 2.03% Add +0.2% 8,030 $2.3M
Comprehensive Money Management Services LLC 1.92% — 8,021 $2.3M
Horan Securities, Inc. 0.88% Add +135.4% 7,968 $2.3M
Keb Asset Management, LLC 0.66% Add +5.8% 7,960 $2.3M
Rodgers & Associates, LTD 0.27% Reduce -0.1% 7,957 $2.3M
Holland Advisory Services, Inc. 3.01% Add +3.1% 7,953 $2.3M
Fonville Wealth Management LLC 0.76% Reduce -1.2% 7,948 $2.3M
Monument Capital Management 0.63% No change 7,904 $2.3M
Orca Investment Management, LLC 2.15% Reduce -7.7% 7,902 $2.3M
Oxbow Advisors, LLC 0.28% Add +0.3% 7,882 $2.3M
Brown Brothers Harriman & Co. 0.02% Add +0.5% 7,853 $2.3M
Howard Capital Management, LLC 0.04% Add +16.2% 7,853 $2.3M
Pinney & Scofield, Inc. 1.72% — 140 $2.3M
Flywheel Private Wealth LLC 2.09% — 7,842 $2.3M
Howard Wealth Management, LLC 1.23% Reduce -1.1% 7,821 $2.3M
Neumann Capital Management, LLC 0.75% Add +0.1% 7,813 $2.3M
Accent Capital Management, LLC 1.29% Reduce -2.9% 7,811 $2.3M
McGlone Suttner Wealth Management, Inc. 0.38% Add +0.5% 7,797 $2.3M
S.E.E.D. Planning Group LLC 0.75% No change 7,788 $2.3M
Cassaday & Co Wealth Management LLC 0.06% Reduce -4.1% 7,785 $2.3M
Invst, LLC 0.27% Add +147.1% 7,783 $2.3M
Pacifica Partners Inc. 0.97% Reduce -1.5% 7,797 $2.3M
Madison Wealth Partners, Inc 0.63% Add +39.3% 7,765 $2.3M
Austin Wealth Management, LLC 0.47% Add +0.2% 7,574 $2.2M
Financial & Tax Architects, LLC 0.57% Reduce -84.5% 7,719 $2.2M
Vident Advisory, LLC 0.04% Add +11.9% 7,702 $2.2M
Wealth Management Strategies, Inc. 1.69% — 7,633 $2.2M
Watershed Private Wealth LLC 0.86% Add +0.0% 7,618 $2.2M
Fourth Dimension Wealth, LLC 1.15% — 7,615 $2.2M
Earnest Partners LLC 0.01% Add +157.7% 7,593 $2.2M
Plum Street Advisors, LLC 1.09% Reduce -15.2% 7,587 $2.2M
Latitude Advisors, LLC 1.24% Add +2.1% 7,579 $2.2M
Cascade Wealth Advisors, Inc 1.49% Add +12.3% 7,577 $2.2M
Fiduciary Advisors, Inc. 2.19% — 7,492 $2.2M
Kropog Financial Group, LLC 1.99% — 7,481 $2.2M
New Republic Capital, LLC 1.41% Reduce -0.4% 7,471 $2.2M
Parkworth Wealth Management, Inc. 1.80% — 7,458 $2.2M
Northeast Planning Associates, Inc. / NH / 2.24% — 7,457 $2.2M
Whittier Trust Co. of Nevada Inc. 0.05% Add +0.5% 7,443 $2.2M
Clark Capital Management Group, Inc. 0.01% Add +0.9% 7,424 $2.2M
Center for Financial Planning, Inc. 0.29% Add +11.9% 7,413 $2.1M
Cahill Financial Advisors Inc. 0.29% Reduce -13.8% 7,409 $2.1M
Tilson Financial Group, Inc. 0.87% Add +277.5% 7,331 $2.1M
Willis Johnson & Associates, Inc. 0.16% Reduce -27.8% 7,385 $2.1M
Baldwin Investment Management, LLC 0.28% Add +0.7% 7,373 $2.1M
Avos Capital Management, LLC 1.73% — 7,131 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 1.04% Add +0.3% 7,355 $2.1M
Hill Investment Group Partners, LLC 0.29% Reduce -41.6% 7,347 $2.1M
Columbia Advisory Partners LLC 1.98% Add +5.7% 7,345 $2.1M
Realta Investment Advisors 0.87% Add +13.2% 7,253 $2.1M
Paladin Advisory Group, LLC 1.63% Add +16.3% 7,332 $2.1M
SPC Financial, Inc. 0.18% Add +4.3% 7,321 $2.1M
American Investment Services, Inc. 0.37% Reduce -5.7% 7,309 $2.1M
Intellectus Partners, LLC 0.47% Add +622.5% 7,304 $2.1M
Octavia Wealth Advisors, LLC 0.26% Reduce -9.8% 7,303 $2.1M
Sovran Advisors, LLC 0.30% — 7,326 $2.1M
Federated Hermes, Inc. 0.00% No change 7,285 $2.1M
Pallas Capital Advisors LLC 0.09% No change 7,217 $2.1M
Hobbs Group Advisors, LLC 0.78% Reduce -17.3% 7,181 $2.1M
Intellus Advisors LLC 0.36% — 7,175 $2.1M
Diversify Wealth Management, LLC 0.16% Add +15.2% 7,234 $2.1M
Tocqueville Asset Management L.P. 0.03% Add +24.3% 7,154 $2.1M
St Germain D J Co. Inc. 0.09% Add +30.3% 7,154 $2.1M
FLC Capital Advisors 0.48% Reduce -33.1% 7,149 $2.1M
Roffman Miller Associates Inc. 0.13% Reduce -2.5% 7,117 $2.1M
Pekin Hardy Strauss, Inc. 0.26% Reduce -1.6% 7,076 $2.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +0.1% 7,062 $2.0M
RS Crum Inc. 0.50% Add +0.0% 7,037 $2.0M
Manhattan West Asset Management, LLC 0.55% Reduce -7.1% 7,030 $2.0M
Covestor Ltd 1.28% Add +4.3% 7,025 $2.0M
Clarus Wealth Advisors 1.01% Add +0.1% 7,064 $2.0M
Littlejohn Financial Services, Inc. 1.82% — 7,010 $2.0M
Cornerstone Financial Group, LLC 1.99% — 6,979 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 6,961 $2.0M
Avidian Wealth Enterprises, LLC 0.09% Add +4.1% 6,946 $2.0M
Gill Capital Partners, LLC 0.72% Reduce -4.0% 6,929 $2.0M
Silverlake Wealth Management LLC 0.78% Add +5.4% 6,927 $2.0M
Tompkins Financial Corp. 0.19% Reduce -0.8% 6,916 $2.0M
Mosaic Financial Group, LLC 1.44% Reduce -0.4% 6,910 $2.0M
Sivia Capital Partners, LLC 0.99% Add +8.3% 6,899 $2.0M
Nicolet Bankshares Inc. 0.39% Reduce -3.5% 6,876 $2.0M
Summit Wealth Group, LLC 0.58% Reduce -9.2% 6,870 $2.0M
RDA Financial Network 0.58% Reduce -3.0% 6,864 $2.0M
Clarendon Private LLC 2.08% — 6,864 $2.0M
Steigerwald, Gordon & Koch Inc. 0.22% Add +7.5% 6,848 $2.0M
WMG Financial Advisors, LLC 0.85% Reduce -3.3% 6,834 $2.0M
First National Trust Co 0.07% Add +36.5% 6,805 $2.0M
Whelan Financial 0.78% Add +0.7% 6,802 $2.0M
Armstrong Advisory Group, Inc. 0.16% Reduce -0.3% 6,797 $2.0M
Integrity Wealth Solutions LLC 1.10% Add +5.7% 6,796 $2.0M
Walkner Condon Financial Advisors LLC 0.40% Reduce -1.8% 6,786 $2.0M
Rice Partnership, LLC 0.37% Reduce -2.6% 6,772 $2.0M
Acropolis Investment Management, LLC 0.12% Add +7.4% 6,767 $2.0M
Mosaic Family Wealth Partners, LLC 0.28% Add +0.5% 6,764 $2.0M
RTD Financial Advisors, Inc. 0.25% No change 6,743 $2.0M
iA Global Asset Management Inc. 0.03% New 6,728 $1.9M
NWK Group, Inc. 0.75% No change 6,711 $1.9M
Avalon Trust Co 0.14% Reduce -8.5% 6,700 $1.9M
LPWM LLC 0.62% Reduce -9.4% 6,670 $1.9M
Interchange Capital Partners, LLC 0.70% Reduce -0.0% 6,665 $1.9M
Peak Retirement Planning, Inc. 1.30% — 6,655 $1.9M
Essex Bank 0.48% Add +52.1% 6,653 $1.9M
United Community Bank 0.75% Add +0.5% 6,652 $1.9M
Fermata Advisors, LLC 0.36% Add +4.4% 6,597 $1.9M
L. Roy Papp & Associates, LLP 0.22% Reduce -0.6% 6,584 $1.9M
Mills Wealth Advisors LLC 1.08% Reduce -1.8% 6,676 $1.9M
Falcon Wealth Planning 0.21% Reduce -1.3% 6,565 $1.9M
True Wealth Design, LLC 0.74% Reduce -1.9% 6,553 $1.9M
Penobscot Investment Management Company, Inc. 0.17% Reduce -1.0% 6,545 $1.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.47% Add +0.6% 6,541 $1.9M
KFA Private Wealth Group, LLC 0.79% Add +1.0% 6,513 $1.9M
Accredited Wealth Management, LLC 1.65% — 6,511 $1.9M
Peapack Gladstone Financial Corp. 0.03% Add +0.6% 6,466 $1.9M
Paulson Wealth Management Inc. 0.51% Reduce -8.1% 6,460 $1.9M
Everett Harris & Co. 0.02% No change 6,417 $1.9M
Bath Savings Trust Co 0.19% Add +2.2% 6,414 $1.9M
Schneider Downs Wealth Management Advisors, LP 0.35% Add +2.7% 6,413 $1.9M
Beese Fulmer Investment Management, Inc. 0.16% No change 6,410 $1.9M
HCR Wealth Advisors 0.23% Add +3.3% 6,394 $1.9M
Tradition Wealth Management, LLC 0.16% Add +2.8% 6,393 $1.9M
LifeGoal Investments, LLC 2.01% — 6,385 $1.9M
DecisionMap Wealth Management, LLC 1.46% — 6,375 $1.8M
MB Generational Wealth, LLC 1.35% No change 6,367 $1.8M
Bank of Stockton 0.56% Add +58.8% 6,366 $1.8M
IronBridge Private Wealth, LLC 0.67% Add +0.6% 6,338 $1.8M
Retirement Income Solutions, Inc. 0.37% Add +0.7% 6,327 $1.8M
Acas, LLC 1.35% Reduce -10.6% 6,095 $1.8M
Baron Financial Group, LLC 1.13% Reduce -0.8% 6,285 $1.8M
Caldwell Sutter Capital, Inc. 0.85% No change 6,278 $1.8M
Wolverine Trading, LLC 0.04% Add +37.7% 6,256 $1.8M
Bay Rivers Group 0.88% Reduce -0.3% 6,274 $1.8M
Vawter Financial, Ltd. 1.09% Reduce -4.5% 6,273 $1.8M
Muirfield Wealth Advisors LLC 1.50% Reduce -7.4% 6,265 $1.8M
Park Edge Advisors, LLC 0.53% Add +0.8% 6,248 $1.8M
Montag A & Associates Inc. 0.09% Add +3.6% 6,245 $1.8M
LVW Advisors, LLC 0.22% Reduce -0.1% 6,243 $1.8M
Busey Bank 0.06% Add +7.4% 6,227 $1.8M
Stockman Wealth Management, Inc. 0.28% Add +4.9% 6,205 $1.8M
Main Street Group, LTD 0.75% Reduce -1.8% 6,203 $1.8M
Galvin, Gaustad & Stein, LLC 0.16% Reduce -4.4% 6,197 $1.8M
Salem Investment Counselors Inc. 0.06% Reduce -1.3% 6,196 $1.8M
Measured Wealth Private Client Group, LLC 0.58% Add +27.2% 6,193 $1.8M
Westfuller Advisors, LLC 1.14% Add +0.6% 6,179 $1.8M
Etesian Wealth Advisors, Inc. 0.79% Add +8.9% 6,176 $1.8M
Family Firm, Inc. 0.40% Add +1.4% 6,165 $1.8M
Echo Wealth Management, LLC 1.23% No change 6,164 $1.8M
Ahl Investment Management, Inc. 1.25% No change 6,159 $1.8M
Birchbrook, Inc. 1.01% Add +0.1% 6,154 $1.8M
Austin Private Wealth, LLC 0.17% Add +3.1% 6,153 $1.8M
FSA Investment Group, LLC 1.55% — 6,180 $1.8M
Presilium Private Wealth, LLC 0.41% No change 6,145 $1.8M
NDVR, Inc. 1.70% Reduce -6.5% 6,140 $1.8M
Bull Street Advisors, LLC 0.86% Add +2.0% 6,132 $1.8M
Altura Wealth Advisors Inc. 1.31% Reduce -31.6% 6,122 $1.8M
Copperleaf Capital, LLC 1.12% Add +4.8% 6,105 $1.8M
Allegheny Financial Group 0.45% Add +1.0% 6,073 $1.8M
Transce3nd, LLC 0.59% — 5,999 $1.8M
Jim Saulnier & Associates, LLC 1.52% Add +10.5% 6,058 $1.8M
Aspiring Ventures, LLC 1.11% — 5,917 $1.8M
Cullen/Frost Bankers, Inc. 0.02% Add +45.2% 6,040 $1.8M
Innova Wealth Partners 1.10% New 6,037 $1.7M
Fort Sheridan Advisors LLC 0.26% Reduce -7.7% 6,037 $1.7M
Centaurus Financial, Inc. 0.11% Add +20.7% 6,021 $1.7M
Sepio Capital, LP 0.14% Add +0.2% 5,993 $1.7M
Eaton Financial Holdings Company, LLC 0.67% Reduce -0.7% 5,986 $1.7M
Juncture Wealth Strategies, LLC 0.65% Reduce -0.7% 5,977 $1.7M
CNB Bank 0.80% Reduce -3.6% 5,969 $1.7M
ORG Partners LLC 0.24% Reduce -1.2% 5,964 $1.7M
Milestone Asset Management Group, LLC 1.54% — 5,949 $1.7M
Myecfo, LLC 0.93% Reduce -13.2% 5,941 $1.7M
Sharkey, Howes & Javer 0.24% Add +14.0% 5,931 $1.7M
Adirondack Trust Co. 0.65% Add +5.9% 5,910 $1.7M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -1.6% 5,909 $1.7M
Curi Capital, LLC 0.04% Add +0.0% 5,907 $1.7M
Heritage Wealth Advisors 0.08% Add +1.1% 5,862 $1.7M
KMG Fiduciary Partners, LLC 0.14% No change 5,854 $1.7M
Magnus Financial Group LLC 0.16% Reduce -0.1% 5,806 $1.7M
Oldfather Financial Services, LLC 0.64% Add +12.3% 5,802 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +1.6% 5,798 $1.7M
SP Asset Management LLC 0.14% Reduce -0.8% 5,797 $1.7M
Concord Wealth Partners 0.28% Add +1.8% 5,794 $1.7M
Stonehaven Wealth & Tax Solutions, LLC 1.83% — 5,787 $1.7M
MFA Wealth Services 1.34% — 5,784 $1.7M
Orgel Wealth Management, LLC 0.04% Add +46.8% 5,780 $1.7M
Outlook Wealth Advisors, LLC 0.48% Reduce -5.3% 5,773 $1.7M
Fiduciary Counselling Inc. 4.47% No change 5,761 $1.7M
True Vision MN LLC 0.99% Reduce -37.6% 5,742 $1.7M
Financial Connections Group, Inc. 0.80% Reduce -0.5% 5,738 $1.7M
Legacy Edge Advisors, LLC 0.26% Reduce -1.4% 5,714 $1.7M
Encompass More Asset Management 0.55% Add +17.1% 5,730 $1.7M
Cornell Pochily Investment Advisors, Inc. 0.58% Add +0.2% 5,720 $1.7M
Verdence Capital Advisors LLC 0.13% Add +1.6% 5,719 $1.7M
RCS Financial Planning, LLC 0.88% Add +149.7% 5,717 $1.7M
BlueSky Wealth Advisors, LLC 0.26% No change 5,700 $1.7M
VestGen Investment Management 0.45% Reduce -6.4% 5,684 $1.6M
ETF Store, Inc. 2.04% Add +0.1% 5,676 $1.6M
XML Financial, LLC 0.15% Reduce -1.4% 5,676 $1.6M
Next Level Private LLC 0.66% Add +0.6% 5,643 $1.6M
Schaper Benz & Wise Investment Counsel Inc. 0.13% Add +17.5% 5,618 $1.6M
First Command Advisory Services, Inc. 0.02% Reduce -3.4% 5,597 $1.6M
Parr McKnight Wealth Management Group, LLC 0.23% — 5,594 $1.6M
Security Financial Services, INC. 0.33% Reduce -1.0% 5,593 $1.6M
Davidson Trust Co. 0.83% No change 5,588 $1.6M
Ascent Wealth Partners, LLC 0.22% Add +37.7% 5,588 $1.6M
US Financial Advisors, LLC 0.50% Add +182.9% 5,584 $1.6M
Secure Asset Management, LLC 0.25% Add +44.0% 5,576 $1.6M
Texas Yale Capital Corp. 0.06% Add +0.6% 5,567 $1.6M
Canvas Wealth Advisors, LLC 0.40% Reduce -20.4% 5,555 $1.6M
Hamilton Wealth, LLC 0.39% Add +7.3% 5,537 $1.6M
Cypress Capital Group 0.20% Reduce -23.3% 5,533 $1.6M
Edgestream Partners, L.P. 0.07% Reduce -28.8% 5,531 $1.6M
AF Advisors, Inc. 0.22% Add +2.0% 5,518 $1.6M
EFG Asset Management (Americas) Corp. 0.31% Reduce -31.0% 5,513 $1.6M
Verus Capital Partners, LLC 0.15% Add +0.1% 5,505 $1.6M
Impact Capital Partners LLC 0.57% — 5,491 $1.6M
Capital Planning LLC 0.42% Add +163.2% 5,472 $1.6M
Advisor Resource Council 1.14% Add +103.3% 5,472 $1.6M
Asset Planning Corporation 0.99% Add +0.1% 5,463 $1.6M
Harbour Capital Advisors, LLC 0.35% Reduce -3.3% 5,400 $1.6M
Northeast Investment Management 0.07% Reduce -1.2% 5,459 $1.6M
Vantage Financial Partners, LLC 0.40% Add +0.9% 5,447 $1.6M
BIP Alliance, LLC 0.67% — 5,430 $1.6M
Bison Wealth, LLC 0.35% Add +0.3% 5,428 $1.6M
WNY Asset Management, LLC 0.19% Reduce -0.3% 5,410 $1.6M
First Foundation Advisors 0.06% Reduce -14.0% 5,399 $1.6M
Mullaney, Keating & Wright, Inc. 1.05% Reduce -5.7% 5,377 $1.6M
Orleans Capital Management Corp. 0.87% Add +1.5% 5,195 $1.6M
Retirement Capital Strategies 0.59% Reduce -1.2% 5,368 $1.6M
Confluence Wealth Services, Inc. 0.10% Add +4.5% 5,143 $1.6M
BTG Pactual Asset Management US LLC 0.20% No change 5,260 $1.6M
Morton Brown Family Wealth, LLC 0.54% Add +12.5% 5,348 $1.6M
Aspire Capital Advisors LLC 0.44% Reduce -9.2% 5,346 $1.5M
Grandview Asset Management LLC 0.57% New 5,344 $1.5M
Cura Wealth Advisors, LLC 0.68% — 5,341 $1.5M
Ameriflex Group, Inc. 0.71% — 5,182 $1.5M
Fca Corp. 0.48% Add +0.1% 5,321 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.47% Add +267.0% 5,314 $1.5M
Wingate Wealth Advisors, Inc. 1.51% — 5,312 $1.5M
Valtinson Bruner Financial Planning LLC 0.54% Add +1.0% 5,301 $1.5M
Inspire Advisors, LLC 0.19% Add +3.1% 5,290 $1.5M
World Equity Group, Inc. 0.33% Add +97.8% 5,286 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Add +6.6% 5,283 $1.5M
Westshore Wealth, LLC 0.62% Add +0.2% 5,264 $1.5M
Valley National Advisers Inc. 0.27% Add +2.4% 5,248 $1.5M
Northwest Quadrant Wealth Management, LLC 0.34% Reduce -0.9% 5,233 $1.5M
Objective Capital Management, LLC 1.01% No change 5,222 $1.5M
Family Manage LLC 0.25% Add +78.9% 5,221 $1.5M
Chapin Davis, Inc. 0.49% No change 5,336 $1.5M
Premier Path Wealth Partners, LLC 0.23% Add +0.2% 5,212 $1.5M
BKM Wealth Management, LLC 0.62% Add +0.0% 5,202 $1.5M
Goelzer Investment Management, Inc. 0.09% Reduce -6.9% 5,201 $1.5M
Courage Miller Partners, LLC 0.51% Reduce -0.0% 5,186 $1.5M
Asset Advisors Investment Management, LLC 0.16% Add +1.9% 5,176 $1.5M
Quest 10 Wealth Builders, Inc. 1.49% — 5,173 $1.5M
Wealthquest Corp 0.12% Add +0.0% 5,168 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.89% Add +5.4% 5,156 $1.5M
Turn8 Private Wealth Inc. 1.06% — 5,155 $1.5M
Wealth Group Ltd 0.43% Reduce -0.8% 5,135 $1.5M
TBH Global Asset Management, LLC 0.35% Reduce -1.0% 5,126 $1.5M
Global Assets Advisory, LLC 0.82% Reduce -14.6% 5,124 $1.5M
IFG Advisors, LLC 0.29% Add +12.3% 5,101 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Reduce -0.0% 5,099 $1.5M
Wealthspire Retirement, LLC 0.12% Reduce -5.5% 5,095 $1.5M
Parthenon LLC 0.18% Add +3.0% 5,090 $1.5M
Woodard & Co. Asset Management Group Inc. 0.32% Add +9.3% 5,081 $1.5M
Winthrop Capital Management, LLC 0.39% Add +0.1% 5,059 $1.5M
Vestor Capital, LLC 0.11% Reduce -3.0% 5,069 $1.5M
Catalyst Private Wealth, LLC 0.65% No change 5,058 $1.5M
Covenant Asset Management, LLC 0.32% Reduce -2.7% 5,050 $1.5M
JGP Wealth Management, LLC 0.19% Add +23.8% 5,049 $1.5M
Accretive Wealth Partners, LLC 0.62% No change 5,029 $1.5M
Focused Wealth Management, Inc 0.20% Reduce -8.6% 5,029 $1.5M
King Wealth Management Group 0.21% No change 5,021 $1.5M
FourThought Financial Partners, LLC 0.15% Add +5.1% 5,017 $1.5M
Pacific Financial Group Inc. 1.08% Reduce -2.1% 5,015 $1.5M
AtlasMark Financial, Inc 1.33% No change 5,000 $1.4M
Parkside Investments, LLC 0.22% No change 5,000 $1.4M
Meridian Wealth Advisors, LLC 0.24% Add +8.2% 4,994 $1.4M
Frisch Financial Group, Inc. 0.44% Add +0.1% 4,990 $1.4M
Prosperity Consulting Group, LLC 0.11% Add +90.2% 4,969 $1.4M
Joel Adams & Associates, Inc. 1.30% — 4,934 $1.4M
Mason & Associates Inc 0.34% No change 4,930 $1.4M
Highline Wealth Partners LLC 0.47% Reduce -1.1% 4,922 $1.4M
Mogy Joel R Investment Counsel Inc. 0.08% Reduce -4.7% 4,922 $1.4M
Lauer Wealth, LLC 0.95% Add +13.4% 4,912 $1.4M
Perkins Coie Trust Co 0.31% Reduce -0.0% 4,906 $1.4M
Summit Investment Advisors, Inc. 1.26% — 4,709 $1.4M
Old North State Wealth Management, LLC 0.79% Add +2.2% 4,874 $1.4M
Integrity Alliance, Llc. 0.15% — 4,858 $1.4M
Grand Wealth Management, LLC 0.78% No change 4,839 $1.4M
HHM Wealth Advisors, LLC 0.19% Reduce -2.0% 4,832 $1.4M
Summit Financial Strategies, Inc. 0.15% Add +2.3% 4,826 $1.4M
Strategent Financial, LLC 1.39% — 4,823 $1.4M
Red Lighthouse Investment Management, LLC 0.55% Reduce -3.0% 4,818 $1.4M
Sensible Money, LLC 0.61% No change 4,809 $1.4M
Autumn Glory Partners, LLC 0.68% Add +13.9% 4,806 $1.4M
FSA Wealth Management LLC 0.56% Add +0.1% 4,802 $1.4M
Brick & Kyle, Associates 0.59% Add +0.5% 4,801 $1.4M
Vista Investment Management 0.53% Reduce -0.7% 4,779 $1.4M
Quadrant Private Wealth Management, LLC 0.34% Add +41.8% 4,767 $1.4M
Heritage Investment Group, Inc. 0.26% No change 4,762 $1.4M
Hubbell Strickland Wealth Management, LLC 0.65% Add +3.4% 4,760 $1.4M
Albion Financial Group 0.09% Reduce -1.1% 4,758 $1.4M
GAMMA Investing LLC 0.12% No change 4,754 $1.4M
Morton Capital Management LLC 0.26% Add +15.0% 4,751 $1.4M
Poehling Capital Management, INC. 0.34% No change 4,748 $1.4M
Ascent Group, LLC 0.10% Reduce -20.7% 4,740 $1.4M
Private Wealth Management Group, LLC 0.53% Add +0.1% 4,736 $1.4M
United Advisor Group, LLC 0.27% Reduce -5.1% 4,729 $1.4M
Financial Council, LLC 0.71% Reduce -1.1% 4,722 $1.4M
Compass Investment Advisers LLC 3.97% — 4,715 $1.4M
Arvest Bank Trust Division 0.08% Reduce -3.9% 4,715 $1.4M
Seneca Financial Advisors LLC 0.68% No change 4,710 $1.4M
BNP Paribas Financial Markets 0.00% Add +19.6% 4,709 $1.4M
Fortis Capital Advisors, LLC 0.47% No change 4,897 $1.4M
First Nebraska Trust Co 0.13% No change 4,700 $1.4M
Evelyn Partners Asset Management Ltd 0.37% — 4,699 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Reduce -2.1% 4,696 $1.4M
Signify Wealth 1.53% Add +8.8% 4,690 $1.4M
Ridgewood Investments LLC 0.66% Reduce -5.1% 4,688 $1.4M
Solidarity Wealth, LLC 0.35% Add +3.2% 4,686 $1.4M
Access Financial Services, Inc. 0.60% Add +0.3% 4,684 $1.4M
North Ridge Wealth Advisors, Inc. 0.94% Reduce -6.8% 4,679 $1.4M
Breakwater Capital Group 0.27% Add +27.1% 4,669 $1.4M
ORBA Wealth Advisors, L.L.C. 0.71% No change 4,667 $1.4M
North Forty Two & Co. 1.56% — 4,660 $1.4M
Summit Asset Management, LLC 0.24% No change 4,654 $1.3M
Texas Capital Bank Wealth Management Services Inc 0.14% Reduce -7.9% 4,649 $1.3M
Archvest Wealth Advisors, Inc. 0.97% Reduce -5.5% 4,636 $1.3M
Macroview Investment Management LLC 1.36% Add +18.8% 4,636 $1.3M
ArborFi Advisors, LLC 1.34% — 4,615 $1.3M
Golden Road Advisors LLC 1.01% Add +39.5% 4,607 $1.3M
Beaumont Asset Management, L.L.C. 0.77% No change 4,605 $1.3M
Jeppson Wealth Management, LLC 0.48% Reduce -3.1% 4,600 $1.3M
Berkeley, Inc 0.69% Reduce -50.2% 4,600 $1.3M
1776 Wealth LLC 0.61% No change 4,591 $1.3M
DecisionPoint Financial, LLC 0.41% Reduce -5.5% 4,587 $1.3M
Regency Capital Management Inc.\DE 0.72% Add +33.6% 4,587 $1.3M
Eq LLC 0.62% Reduce -0.5% 4,584 $1.3M
Grove Bank & Trust 0.18% Add +0.8% 4,581 $1.3M
Lake Street Private Wealth, LLC 0.21% Add +33.7% 4,785 $1.3M
Benchmark Wealth Management, LLC 0.65% Add +3.8% 4,575 $1.3M
Rathbones Group PLC 0.01% Add +4.4% 4,559 $1.3M
Ranch Capital Advisors Inc. 0.62% Add +5.5% 4,555 $1.3M
XY Planning Network, Inc. 0.99% — 4,555 $1.3M
GWN Securities Inc. 0.35% — 4,397 $1.3M
Amplius Wealth Advisors, LLC 0.14% Add +9.3% 4,544 $1.3M
Robinswood Financial LLC 0.50% Reduce -3.4% 4,540 $1.3M
KOM Wealth Management Group, LLC 0.97% Reduce -46.0% 4,535 $1.3M
Peninsula Wealth, LLC 0.22% Add +0.4% 4,534 $1.3M
Panoramic Capital Partners, LLC 1.15% — 4,522 $1.3M
Bill Few Associates, Inc. 0.46% No change 4,522 $1.3M
Golden State Wealth Management, LLC 0.20% — 4,519 $1.3M
Scotia Capital Inc. 0.01% Add +3.9% 4,515 $1.3M
Northwest Financial Advisors 1.08% Reduce -3.5% 4,509 $1.3M
OneAscent Wealth Management LLC 0.54% Reduce -4.0% 4,502 $1.3M
CFS Investment Advisory Services, LLC 0.12% Reduce -8.8% 4,496 $1.3M
Round Rock Advisors LLC 0.27% Add +0.1% 4,496 $1.3M
BCK Partners, Inc. 0.80% Reduce -22.2% 4,496 $1.3M
Spectrum Wealth Counsel, LLC 0.15% Add +7.6% 4,485 $1.3M
RAM Investment Partners, LLC 0.32% Add +1.8% 4,467 $1.3M
Arcadia Wealth Management, Inc. 1.10% — 4,465 $1.3M
Financial Freedom, LLC 0.68% Add +1.7% 4,462 $1.3M
Curran Financial Partners, LLC 0.34% Reduce -0.4% 4,455 $1.3M
Sunburst Financial Group, LLC 0.32% Reduce -8.9% 4,450 $1.3M
Journey Advisory Group, LLC 0.15% No change 4,820 $1.3M
Balanced Wealth Group LLC 0.58% Reduce -4.4% 4,314 $1.3M
Windsor Advisory Group, LLC 1.50% Add +137.4% 4,442 $1.3M
Concentrum Wealth Management 0.45% Add +0.5% 4,439 $1.3M
Financial Management Network Inc. 0.27% Add +1.2% 4,388 $1.3M
SFG Wealth Management, LLC. 0.67% Reduce -3.2% 4,430 $1.3M
Simplicity Wealth,LLC 0.27% Reduce -33.2% 4,427 $1.3M
SimpliFi, Inc. 0.59% Add +3.9% 4,427 $1.3M
Cahaba Wealth Management, Inc. 0.11% Reduce -1.1% 4,414 $1.3M
Farmers Trust Co. 0.24% No change 4,404 $1.3M
HF Advisory Group, LLC 0.59% Add +0.5% 4,397 $1.3M
Christopher J. Hasenberg, Inc 0.51% Add +4.8% 4,392 $1.3M
Blueprint Investment Partners LLC 0.20% Reduce -4.0% 4,390 $1.3M
IAG Wealth Partners, LLC 0.22% Reduce -3.7% 4,374 $1.3M
Financial Symmetry Inc 0.86% Add +0.6% 4,373 $1.3M
Intergy Private Wealth, LLC 0.47% Reduce -3.7% 4,363 $1.3M
Creative Capital Management Investments LLC 0.53% Add +1.2% 4,362 $1.3M
TD Asset Management Inc 0.00% Add +28.1% 4,359 $1.3M
Wescott Financial Advisory Group, LLC 0.13% Reduce -5.7% 4,345 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -4.0% 4,335 $1.3M
Cross Staff Investments Inc 0.88% Add +0.1% 4,334 $1.3M
Acorn Financial Advisory Services Inc. 0.21% Add +7.5% 4,334 $1.3M
Regatta Capital Group, LLC 0.24% Reduce -4.8% 4,333 $1.3M
Aveo Capital Partners, LLC 0.14% Reduce -0.0% 4,324 $1.3M
Pursue Wealth Partners LLC 0.72% Add +0.8% 4,318 $1.3M
Wealth Dimensions Group, Ltd. 0.30% Add +3.7% 4,292 $1.2M
Capital Asset Advisory Services LLC 0.06% Reduce -3.4% 4,243 $1.2M
Cornerstone Advisory, LLC 0.14% Reduce -0.9% 4,118 $1.2M
Opal Wealth Advisors, LLC 0.37% No change 4,279 $1.2M
Bernardo Wealth Planning LLC 0.30% Add +3.0% 4,302 $1.2M
Fragasso Financial Advisors Inc 0.09% Add +0.4% 4,252 $1.2M
Everpar Advisors LLC 0.62% Add +1.2% 4,251 $1.2M
Gradient Capital Advisors, LLC 0.40% Reduce -3.4% 4,238 $1.2M
Atlantic Union Bankshares Corp 0.07% Reduce -1.5% 4,238 $1.2M
Nicolet Advisory Services, LLC 0.11% Add +12.4% 4,237 $1.2M
Kaye Capital Management 0.55% Add +0.1% 4,199 $1.2M
Defined Wealth Management, LLC 0.81% Reduce -0.9% 4,198 $1.2M
TKG Advisors, LLC 0.56% Reduce -7.9% 4,037 $1.2M
Eley Financial Management, Inc 0.47% No change 4,192 $1.2M
Ridgecrest Wealth Partners, LLC 0.66% Reduce -1.9% 4,185 $1.2M
Mattern Capital Management, LLC 0.16% No change 4,179 $1.2M
CRA Financial Services, LLC 0.21% Add +9.6% 4,168 $1.2M
Cornerstone Capital, Inc. 0.13% Add +12.2% 4,166 $1.2M
Performance Wealth Partners, LLC 0.04% Reduce -1.6% 4,163 $1.2M
Russell Investments Group, Ltd. 0.00% Add +24.7% 4,161 $1.2M
New World Advisors LLC 0.29% Add +6.0% 4,156 $1.2M
Cidel Asset Management Inc. 0.08% No change 4,155 $1.2M
Searcy Financial Services Inc. 0.56% No change 4,153 $1.2M
Ally Invest Advisors Inc. 0.10% Add +4.7% 4,151 $1.2M
Cadinha & Co. LLC 0.20% Reduce -2.5% 4,144 $1.2M
Global Financial Private Client, LLC 0.45% Add +668.8% 4,144 $1.2M
Bridges Investment Management Inc. 0.02% Reduce -1.3% 4,144 $1.2M
Kelleher Financial Advisors 0.45% Reduce -4.8% 4,134 $1.2M
Parkshore Wealth Management, Inc. 0.72% — 4,122 $1.2M
Uptick Partners, LLC 0.43% Add +24.2% 4,097 $1.2M
GDS Wealth Management 0.11% Add +7.6% 4,089 $1.2M
Hudock, Inc. 0.21% Reduce -1.2% 4,083 $1.2M
WealthShield Partners, LLC 0.17% Add +9.3% 4,081 $1.2M
ODonnell Financial Services, LLC 0.49% No change 4,201 $1.2M
Silver Oak Wealth Advisors Services, LLC 1.02% — 4,073 $1.2M
Oakworth Capital, Inc. 0.08% No change 4,069 $1.2M
TrinityPoint Wealth, LLC 0.17% Add +56.5% 4,059 $1.2M
Brown Wealth Management, LLC 0.42% Reduce -5.0% 4,054 $1.2M
BigSur Wealth Management LLC 0.34% No change 4,053 $1.2M
EPG Wealth Management LLC 0.31% Add +0.1% 4,048 $1.2M
Aletheian Wealth Advisors LLC 0.69% Reduce -5.7% 4,043 $1.2M
Apexium Financial, LP 0.07% Add +1.4% 4,029 $1.2M
Creative Financial Designs Inc. 0.09% Add +4.5% 4,029 $1.2M
Hengehold Capital Management LLC 0.11% Add +21.1% 4,025 $1.2M
Appleton Partners Inc. 0.09% No change 4,012 $1.2M
Cornerstone Advisors Asset Management, LLC 0.25% Add +6.1% 4,005 $1.2M
Fischer Financial Services, Inc. 0.37% — 4,000 $1.2M
ARS Wealth Advisors Group, LLC 0.16% Reduce -5.4% 3,996 $1.2M
Hurley Capital, LLC 0.93% — 3,950 $1.2M
Caitlin John, LLC 0.79% Add +0.4% 3,993 $1.2M
Greenwich Wealth Management LLC 0.08% No change 3,985 $1.2M
First National Corp. /Ma/ 0.26% Reduce -0.1% 3,981 $1.2M
Wealth Management Nebraska 0.19% — 3,980 $1.2M
Paragon Capital Management Inc. 0.90% Add +1.5% 3,964 $1.1M
Key Client Fiduciary Advisors, LLC 0.51% Add +2.6% 3,945 $1.1M
Centurion Wealth Management LLC 0.36% No change 3,939 $1.1M
Aaron Wealth Advisors LLC 0.13% No change 3,934 $1.1M
Quotient Wealth Partners, LLC 0.04% Add +7.1% 3,932 $1.1M
Financial Advisors Network, Inc. 0.19% — 3,927 $1.1M
New Century Financial Group, LLC 0.48% Reduce -2.6% 3,875 $1.1M
Benin Management CORP 0.31% Add +0.8% 3,914 $1.1M
Ridgeline Wealth Planning, LLC 1.08% — 3,904 $1.1M
Tidemark, LLC 0.43% Add +4.5% 3,896 $1.1M
Unison Advisors LLC 0.13% Add +2.9% 3,893 $1.1M
Colonial Trust Advisors 0.10% Reduce -1.3% 3,887 $1.1M
Pathway Financial Advisors LLC 0.26% Reduce -7.2% 3,884 $1.1M
Sequent Asset Management, LLC 0.55% No change 3,881 $1.1M
Evergreen Advisors, LLC 0.31% Add +0.6% 3,874 $1.1M
Key Financial Inc 0.25% Add +0.5% 3,867 $1.1M
Farrell Financial LLC 0.80% Add +0.7% 3,863 $1.1M
Essex LLC 0.23% Reduce -0.9% 3,851 $1.1M
Citrine Capital LLC 0.82% — 3,847 $1.1M
Aspire Private Capital, LLC 0.28% Reduce -5.0% 3,826 $1.1M
Able Wealth Management LLC 0.73% Add +157.9% 3,822 $1.1M
Shepherd Financial Partners LLC 0.13% Add +0.1% 3,819 $1.1M
Davidson Investment Advisors 0.05% No change 3,818 $1.1M
Spinnaker Trust 0.07% Add +0.7% 3,805 $1.1M
Chesapeake Wealth Management 0.38% New 3,803 $1.1M
Mechanics Bank Trust Department 0.15% Add +46.1% 3,800 $1.1M
Disciplined Investors, L.L.C. 1.06% — 3,812 $1.1M
F&V Capital Management, LLC 0.29% Add +79.2% 3,780 $1.1M
Accelerate Investment Advisors LLC 0.97% Add +5.9% 3,778 $1.1M
Chatham Capital Group, Inc. 0.18% No change 3,775 $1.1M
Curated Wealth Partners LLC 0.12% Add +55.8% 3,774 $1.1M
DMKC Advisory Services, LLC 0.99% — 3,760 $1.1M
Parsons Capital Management Inc. 0.06% Add +8.3% 3,755 $1.1M
Vectors Research Management, LLC 0.37% Reduce -5.3% 3,752 $1.1M
Hourglass Capital, LLC 0.30% No change 3,750 $1.1M
Pittenger & Anderson Inc. 0.04% Reduce -1.0% 3,746 $1.1M
Vermillion Wealth Management, Inc. 0.56% — 3,745 $1.1M
Sage Capital Advisors,llc 0.28% Add +0.6% 3,738 $1.1M
Fairscale Capital, LLC 0.93% Add +0.3% 3,732 $1.1M
Sage Investment Counsel LLC 1.41% — 3,724 $1.1M
Gutierrez Wealth Advisory, LLC 0.89% — 3,714 $1.1M
PYA Waltman Capital, LLC 0.35% No change 3,713 $1.1M
Birchcreek Wealth Management, LLC 0.67% No change 3,707 $1.1M
Capital Management Associates, Inc 0.40% Reduce -1.0% 3,699 $1.1M
Transform Wealth, LLC 0.06% Reduce -77.0% 3,696 $1.1M
Summit Wealth Partners, LLC 0.22% Reduce -0.6% 3,690 $1.1M
Prosperity Planning, Inc. 0.49% Reduce -2.9% 3,681 $1.1M
Cornerstone Wealth Advisors, Inc. 0.29% Reduce -0.6% 3,679 $1.1M
Seven Springs Wealth Group, LLC 0.41% Add +1.3% 3,676 $1.1M
GG Group Ventures, LLC 1.40% Reduce -0.1% 3,673 $1.1M
10Elms LLP 1.33% — 3,668 $1.1M
Darden Wealth Group Inc 0.72% Reduce -0.8% 3,666 $1.1M
Delta Financial Group, Inc. 0.25% New 3,658 $1.1M
First Pacific Financial 0.25% Add +42.9% 3,637 $1.1M
Mason Investment Advisory Services, Inc. 0.06% Add +6.1% 3,625 $1.1M
Loudon Investment Management, LLC 0.60% Add +5.8% 3,622 $1.0M
Bollard Group LLC 0.03% Add +0.6% 3,617 $1.0M
Alpha Financial Partners LLC 0.83% New 3,616 $1.0M
Cassady Schiller Wealth Management, LLC 0.38% Add +5.5% 3,610 $1.0M
Fortune 45 LLC 0.68% Add +0.6% 3,594 $1.0M
Alpha Omega Group, Inc. 1.23% Reduce -2.1% 3,594 $1.0M
Front Street Capital Management, Inc. 0.18% Add +0.0% 3,585 $1.0M
Reyes Financial Architecture, Inc. 0.82% — 3,582 $1.0M
Westbourne Investments, Inc. 0.61% — 3,582 $1.0M
Spreng Capital Management, Inc. 0.46% No change 3,564 $1.0M
Alliance Wealth Advisors, LLC 0.59% Add +10.1% 3,560 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -0.4% 3,555 $1.0M
Clarity Financial LLC 0.12% Reduce -11.7% 3,550 $1.0M
My Legacy Advisors, LLC 0.40% Reduce -0.7% 3,501 $1.0M
Lutz Financial Services LLC 0.08% Reduce -3.5% 3,535 $1.0M
West Michigan Advisors, LLC 0.31% Reduce -0.3% 3,531 $1.0M
O'Connor Financial Group LLC 0.53% Reduce -20.1% 3,524 $1.0M
Millennium Management 0.00% Reduce -78.4% 3,510 $1.0M
Shira Ridge Wealth Management 0.50% Reduce -4.6% 3,507 $1.0M
Brickley Wealth Management 0.21% Add +6.2% 3,502 $1.0M
Armstrong Henry H Associates Inc. 0.10% No change 3,500 $1.0M
Bourgeon Capital Management LLC 0.19% No change 3,498 $1.0M
Aire Advisors, LLC 0.21% Add +75.5% 3,488 $1.0M
Port Capital LLC 0.05% No change 3,486 $1.0M
Radnor Capital Management, LLC 0.17% Reduce -15.4% 3,482 $1.0M
Constant Guidance Financial LLC 0.87% New 3,476 $1.0M
Hancock Whitney Corp. 0.03% No change 3,471 $1.0M
Clayton Financial Group LLC 0.36% Add +3.4% 3,462 $1.0M
Strata Wealth Advisors, LLC 0.31% Add +3.3% 3,458 $1.0M
Prudent Man Investment Management, Inc. 0.55% — 3,443 $998K
Flower City Capital 0.61% Reduce -6.7% 3,442 $998K
Claris Advisors, LLC / Mo / 0.37% Add +0.3% 3,436 $996K
Two Sigma Securities, LLC 0.18% Reduce -53.1% 3,434 $995K
Matrix Asset Advisors Inc. 0.11% No change 3,417 $990K
Moneywise, Inc. 0.50% Add +35.3% 3,414 $989K
GHP Investment Advisors, Inc. 0.05% Add +20.8% 3,397 $984K
Burney Co./ 0.03% Reduce -0.5% 3,389 $982K
Keystone Wealth Services, LLC 0.26% Add +4.4% 3,387 $982K
Fidelity D & D Bancorp Inc. 0.65% Add +0.1% 3,369 $976K
Whalerock Point Partners, LLC 0.23% No change 3,368 $976K
USA Financial Formulas 0.15% Reduce -5.4% 3,366 $976K
Eagle Strategies LLC 0.17% Add +0.4% 3,364 $975K
Unionview, LLC 0.71% Add +1.3% 3,352 $972K
Harbor Advisory Corp. 0.32% Reduce -12.1% 3,347 $970K
Cora Capital Advisors LLC 0.47% Add +0.6% 3,346 $970K
Midwest Financial Group LLC 0.56% Add +2.9% 3,342 $969K
Aspen Wealth Management LLC 0.29% Reduce -37.8% 3,338 $967K
Strategic Equity Management 0.41% Add +36.5% 3,336 $967K
Affinity Wealth Management LLC 0.17% Add +72.5% 3,329 $965K
Richard P Slaughter Associates Inc 0.22% Reduce -6.7% 3,320 $962K
Vista Investment Partners Ii, LLC 0.57% — 3,318 $962K
Vision Capital Management, Inc. 0.14% Reduce -4.5% 3,308 $959K
Forefront Wealth Partners, LLC 0.71% — 3,305 $958K
Hilltop National Bank 0.29% Add +2.3% 3,302 $957K
Opulen Financial Group LLC 0.87% — 3,300 $956K
V2 Financial group LLC 0.58% No change 3,300 $956K
FreeGulliver LLC 0.50% Reduce -3.4% 3,299 $956K
Sheets Smith Wealth Management 0.12% Reduce -46.4% 3,299 $956K
Magnolia Private Wealth, LLC 0.85% — 3,299 $956K
Oregon Pacific Wealth Management, LLC 0.94% — 3,294 $955K
Brightwater Advisory LLC 0.75% Reduce -3.0% 3,294 $955K
Pointe Capital Management LLC 0.55% Add +1.4% 3,286 $952K
Hoxton Planning & Management, LLC 0.36% Add +13.6% 3,284 $952K
Heritage Wealth Management, Inc. 0.32% Add +23.8% 3,282 $951K
Wolfstich Capital, LLC 0.84% — 3,262 $945K
BankPlus Wealth Management LLC 0.70% — 3,260 $945K
Sara-Bay Financial 0.35% Add +31.2% 3,245 $944K
Florida Financial Advisors, LLC 0.42% Reduce -0.8% 3,256 $944K
Union Savings Bank 0.46% Reduce -1.4% 3,250 $942K
Boltwood Capital Management 0.29% Reduce -1.5% 3,246 $941K
American National Bank & Trust 0.10% Reduce -29.1% 3,236 $938K
Northstar Financial Companies, Inc. 0.89% — 3,234 $937K
Fairway Wealth LLC 0.42% Add +0.6% 3,224 $934K
Friday Financial 0.64% — 3,222 $934K
Rowlandmiller & Partners.adv 0.19% Add +4.2% 3,216 $932K
Poinciana Advisors Group, LLC 0.94% — 3,214 $931K
Armbruster Capital Management, Inc. 0.19% Add +2.6% 3,213 $931K
Discipline Wealth Solutions, LLC 0.43% Reduce -5.4% 3,206 $929K
Kraft Asset Management, LLC 0.72% New 3,156 $927K
Sovereign Financial Group, Inc. 0.21% Add +37.5% 3,183 $923K
Trustmark Bank Trust Department 0.07% Reduce -0.6% 3,177 $921K
Smith Chas P & Associates Pa Cpas 0.05% Add +4.5% 3,175 $920K
Maia Wealth LLC 0.20% Add +3.0% 3,084 $916K
Southern Style Financial, Inc. 0.74% — 3,144 $911K
Kaufman Rossin Wealth, LLC 0.94% — 3,140 $910K
Creegan & Nassoura Financial Group, LLC 0.61% No change 3,140 $910K
Members Trust Co 0.03% Reduce -1.4% 3,140 $910K
Wealthedge Investment Advisors, LLC 0.41% — 3,136 $909K
Bennett Selby Investments LP 0.36% No change 3,127 $906K
Peak Asset Management, LLC 0.17% Reduce -3.7% 3,125 $906K
Buttonwood Financial Advisors Inc. 0.40% Add +64.1% 3,125 $906K
Brown, Lisle/Cummings, Inc. 0.27% Reduce -4.1% 3,125 $906K
Grant/GrossMendelsohn, LLC 0.47% Add +9.6% 3,123 $905K
Warner Financial, Inc. 0.39% Add +2.4% 3,124 $905K
Foster & Motley Inc. 0.06% Add +0.9% 3,110 $901K
Compton Wealth Advisory Group, LLC 0.23% Reduce -47.6% 3,105 $900K
Bank of Marin 0.71% Reduce -0.8% 3,098 $898K
Carson Advisory Inc. 0.62% No change 3,068 $889K
Winebrenner Capital Management LLC 0.68% — 3,068 $889K
Cedar Point Capital Partners, LLC 0.60% Reduce -0.3% 3,066 $889K
Jackson Wealth Management, LLC 0.10% Add +19.8% 3,065 $888K
Envision Financial Planning, LLC 0.46% Add +4.0% 3,061 $887K
Reynders McVeigh Capital Management, LLC 0.05% Add +11.7% 3,057 $886K
Verity Asset Management, Inc. 0.50% Reduce -70.0% 3,503 $884K
Kaizen Financial Strategies 0.50% Reduce -8.5% 3,049 $884K
Armor Investment Advisors, LLC 0.36% No change 3,046 $883K
Sawyer & Company, Inc 0.33% Add +4.3% 3,044 $882K
Trinity Wealth Management, LLC 0.40% Add +25.2% 3,039 $881K
Fortitude Family Office, LLC 0.31% Add +0.0% 3,032 $879K
Murphy & Mullick Capital Management Corp 0.81% — 3,029 $878K
Resurgent Financial Advisors LLC 0.52% Reduce -0.8% 3,027 $877K
Triune Financial Partners, LLC 0.28% Add +79.8% 3,023 $876K
Fidelis Capital Partners, LLC 0.09% New 2,955 $876K
Bank of New Hampshire 0.22% Add +10.2% 3,015 $874K
Clark Financial Services Group Inc. 0.67% Add +252.7% 3,012 $873K
Vested Financial Planning, LLC 0.83% — 3,012 $873K
Riverview Trust Co 0.79% Reduce -45.1% 3,004 $871K
Inspirion Wealth Advisors, LLC 0.12% Add +34.5% 2,983 $869K
Comprehensive Financial Consultants Institutional, Inc. 0.32% Reduce -7.5% 2,996 $868K
Optimum Investment Advisors 0.38% Add +36.4% 2,974 $862K
Cathy Pareto & Associates, Inc. 0.79% — 2,969 $860K
ESL Trust Services, LLC 0.19% Add +23.5% 2,965 $859K
Noesis Capital Mangement Corp. 0.16% Reduce -6.0% 2,965 $859K
Rossby Financial, LCC 0.54% — 2,960 $858K
Tandem Capital Management Corp. 0.46% No change 2,959 $858K
Dimension Capital Management LLC 0.14% No change 2,959 $858K
Harbor Group, Inc. 0.19% Reduce -2.6% 2,954 $856K
River Wealth Advisors LLC 0.11% Add +16.2% 2,950 $855K
Lowe Brockenbrough & Co. Inc. 0.05% No change 2,947 $854K
Channel Wealth LLC 0.28% Add +1.2% 2,944 $853K
Hudson Capital Management LLC 0.27% Reduce -1.2% 2,936 $851K
Power Wealth Management LLC 0.35% No change 2,923 $847K
SlateStone Wealth, LLC 0.08% No change 2,920 $846K
Ironwood Investment Counsel, LLC 0.14% Reduce -4.8% 2,916 $845K
Texas Bank & Trust Co 0.35% — 2,914 $845K
Peachtree Investment Partners, LLC 0.32% Reduce -1.1% 2,911 $844K
Checchi Capital Advisers, LLC 0.06% Add +1.0% 2,904 $842K
Aldebaran Financial Inc. 0.98% Reduce -10.0% 2,886 $839K
LBMC Investment Advisors, LLC 0.07% Reduce -1.2% 2,892 $838K
Ibex Wealth Advisors 0.10% New 2,892 $838K
Liberty Square Wealth Partners LLC 0.31% — 2,775 $838K
S&co Inc. 0.06% No change 2,882 $835K
Walled Lake Planning & Wealth Management, LLC 0.31% Add +1.8% 2,880 $835K
Bay Capital Advisors, LLC 0.67% — 2,880 $835K
Calamos Wealth Management LLC 0.04% Add +8.1% 2,878 $834K
JB Capital LLC 0.05% Add +5.9% 2,876 $834K
Ifrah Financial Services, Inc. 0.23% Reduce -31.8% 2,859 $828K
Shorepath Capital Management LLC 0.59% No change 2,855 $827K
Anchor Pointe Wealth Management, LLC 1.08% — 2,845 $827K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -1.4% 2,843 $824K
Family Investment Center, Inc. 0.21% Reduce -17.6% 2,830 $820K
Lee Danner & Bass Inc. 0.06% No change 2,827 $819K
Van Den Berg Management I, Inc. 0.24% Reduce -2.8% 2,821 $818K
Agate Pass Investment Management, LLC 0.37% No change 2,819 $817K
Keystone Financial Services 0.31% Reduce -1.7% 2,817 $817K
PAX Financial Group, LLC 0.15% Reduce -5.1% 2,813 $815K
New England Professional Planning Group Inc. 0.40% No change 2,804 $813K
Main Street Research LLC 0.05% New 2,801 $812K
Atlantic Edge Private Wealth Management, LLC 0.25% Add +1.4% 2,799 $811K
IMPACTfolio, LLC 0.42% Reduce -0.6% 2,798 $811K
North Berkeley Wealth Management, LLC 0.82% — 2,790 $809K
Per Stirling Capital Management, LLC. 0.11% Reduce -10.9% 2,782 $806K
Lathrop Investment Management Co. 0.15% Reduce -9.6% 2,782 $806K
Riverstone Advisors, LLC 0.46% Add +6.2% 2,778 $805K
Capital Planning Advisors, LLC 0.12% No change 2,775 $804K
Physician Wealth Solutions Inc. 0.40% No change 2,771 $803K
Emerald Advisors, LLC 0.11% Reduce -0.5% 2,770 $803K
DGS Capital Management, LLC 0.20% Add +35.9% 2,770 $803K
Curio Wealth, LLC 0.43% — 2,762 $800K
Whitaker-Myers Wealth Managers, LTD. 0.23% Reduce -60.3% 2,762 $800K
WP Advisors, LLC 0.27% Add +0.6% 2,760 $800K
Investor's Fiduciary Advisor Network, LLC 0.31% — 2,753 $797K
Mason & Associates, LLC 0.24% Reduce -0.5% 2,749 $797K
Baxter Bros Inc. 0.10% Add +0.1% 2,743 $795K
Tucker Asset Management LLC 0.18% Reduce -30.2% 2,742 $795K
San Luis Wealth Advisors LLC 0.15% Reduce -0.7% 2,735 $793K
Towercrest Capital Management 0.13% Reduce -1.9% 2,722 $789K
Alliance Wealth Management Group 0.21% Reduce -1.9% 2,721 $789K
RiverGlades Family Offices LLC 0.56% Add +22.6% 2,713 $786K
Donor Advised Charitable Giving, Inc. 0.02% Add +14.5% 2,702 $783K
Flagstone Financial Management 0.26% Add +69.9% 2,702 $783K
Legacy Investment Solutions, LLC 0.51% Reduce -12.3% 2,627 $783K
Legacy Wealth Managment, LLC 0.51% Reduce -12.3% 2,627 $783K
Flavin Financial Services, Inc. 0.74% — 2,693 $780K
Shared Vision Wealth Group LLC 0.41% No change 2,683 $777K
Chico Wealth RIA 0.68% Reduce -23.1% 2,681 $777K
Legacy Advisors, LLC 0.08% Add +76.7% 2,675 $775K
Greenwood Capital Associates LLC 0.10% Add +1.3% 2,671 $774K
Stegner Investment Associates Inc. 0.51% New 2,666 $773K
All Terrain Financial Advisors, LLC 0.30% Reduce -4.6% 2,658 $770K
Jefferies Financial Group Inc. 0.01% Add +38.3% 2,653 $769K
Altus Wealth Group LLC 0.34% Add +0.1% 2,653 $769K
Afg Fiduciary Services Limited Partnership 0.55% Reduce -4.4% 2,617 $769K
Sandbox Financial Partners, LLC 0.26% Reduce -2.3% 2,649 $768K
Destination Wealth Management 0.02% Reduce -18.4% 2,648 $767K
Gilliland Jeter Wealth Management LLC 0.26% Reduce -0.4% 2,646 $767K
Intrinsic Value Partners, LLC 0.77% No change 2,643 $766K
Elmwood Wealth Management, Inc. 0.31% Reduce -7.3% 2,636 $764K
Carnegie Lake Advisors LLC 0.31% No change 2,637 $764K
Legacy Trust 0.18% Reduce -0.6% 2,630 $762K
Evolution Wealth Advisors, LLC 0.13% Add +3.3% 2,629 $762K
Altfest L J & Co. Inc. 0.10% Reduce -1.7% 2,629 $762K
Legacy Financial Group LLC 0.12% New 2,626 $761K
Ervin Investment Management, LLC 0.49% Reduce -0.1% 2,616 $758K
Southeast Asset Advisors, LLC 0.09% Add +0.3% 2,615 $758K
DF Dent & Co. Inc. 0.01% No change 2,615 $758K
Tilia Fiduciary Partners, Inc. 0.51% New 2,602 $754K
Ground Swell Capital, LLC 1.64% New 2,601 $754K
Ridgeline Wealth, LLC 0.61% — 2,599 $753K
Wealth Advisors Northwest LLC 0.51% — 2,585 $749K
Mairs & Power Inc. 0.01% Add +207.0% 2,585 $749K
Investment Planning Advisors, Inc. 0.33% Reduce -2.7% 2,572 $745K
Knightsbridge Asset Management, LLC 0.17% Add +0.4% 2,567 $744K
Van Hulzen Asset Management, LLC 0.05% Reduce -3.9% 2,563 $743K
Praetorian Wealth Management, Inc. 0.18% New 2,562 $742K
Teachers Insurance & Annuity Association of America 0.98% Add +0.9% 2,561 $742K
Transcendent Capital Group LLC 0.38% Reduce -10.0% 2,555 $740K
Meridian Financial Partners LLC 0.39% Reduce -7.4% 2,553 $740K
Aprio Wealth Management, LLC 0.11% Add +0.4% 2,551 $739K
Ullmann Wealth Partners Group, LLC 0.10% Add +3.4% 2,550 $739K
Nixon Peabody Trust Co. 0.06% Reduce -21.6% 2,548 $738K
Marietta Wealth Management, LLC 0.11% Reduce -5.4% 2,544 $737K
Goldstein Advisors, LLC 0.11% Add +13.3% 2,539 $736K
Gallagher Fiduciary Advisors, LLC 0.14% Add +42.1% 2,539 $736K
Pennsylvania Capital Management Inc. 0.25% Reduce -0.8% 2,537 $735K
Graney & King, LLC 0.56% — 2,536 $735K
Riversedge Advisors, LLC 0.17% Add +0.2% 2,530 $733K
Fairfield, Bush & Co. 0.43% Reduce -19.6% 2,527 $732K
Delta Asset Management LLC 0.07% No change 2,527 $732K
Beckerman Institutional, LLC 0.58% Reduce -1.3% 2,515 $729K
Park Square Financial Group, LLC 0.50% — 2,513 $728K
Halter Ferguson Financial Inc. 0.31% Reduce -52.7% 2,507 $727K
Providence Capital Advisors, LLC 0.15% No change 2,503 $725K
Fishman Jay A Ltd. 0.07% No change 2,500 $725K
Deutsche Bank AG 0.00% Reduce -15.4% 2,500 $725K
Condor Capital Management 0.06% Add +98.3% 2,497 $724K
Capital Advantage, Inc. 0.13% New 2,497 $724K
CM Wealth Advisors LLC 0.24% No change 2,495 $723K
Great Waters Wealth Management 0.09% Add +1.0% 2,492 $722K
Broadleaf Partners, LLC 0.17% Reduce -19.6% 2,491 $722K
Stenger Family Office, LLC 0.25% — 2,489 $721K
Ruggaard & Associates LLC 0.32% Reduce -0.1% 2,481 $719K
BlueStem Wealth Partners, LLC 0.09% — 2,479 $719K
Abacus Wealth Partners, LLC 0.11% Reduce -11.3% 2,479 $719K
Twelve Points Wealth Management LLC 0.21% Reduce -29.8% 2,478 $718K
Wise Wealth Partners 1.77% — 2,475 $717K
True Link Financial Advisors, LLC 0.06% Add +96.4% 2,473 $717K
First Community Trust NA 0.51% Add +0.4% 2,470 $716K
Bienville Capital Management, LLC 0.17% No change 2,463 $714K
Venturi Wealth Management, LLC 0.04% Add +1.4% 2,457 $712K
HighMark Wealth Management LLC 0.41% Add +0.9% 2,450 $710K
Prairie Wealth Advisors, Inc. 0.34% No change 2,448 $709K
Alexander Labrunerie & Co., Inc. 0.32% Reduce -17.4% 2,445 $709K
Salomon & Ludwin, LLC 0.07% Reduce -36.0% 2,443 $708K
Davis Wealth Advisors, LLC 0.77% — 2,424 $702K
Clearwater Capital Advisors, LLC 0.07% Reduce -8.2% 2,421 $702K
GPS Wealth Strategies Group, LLC 0.09% Add +1.7% 2,421 $702K
Retirement Wealth Solutions LLC 0.59% — 2,439 $701K
B & T Capital Management DBA Alpha Capital Management 0.13% Reduce -6.2% 2,414 $700K
Strategic Wealth Partners, Ltd. 0.06% Add +3.2% 2,318 $700K
Williams & Novak, LLC 0.67% Reduce -4.0% 2,393 $694K
Davidson Kahn Capital Management, LLC 0.64% — 2,388 $692K
T. Rowe Price Associates Inc. 0.00% Reduce -7.8% 2,380 $690K
M1 Capital Management LLC 0.37% — 2,375 $688K
Richardson Financial Services Inc. 0.48% Reduce -50.6% 2,364 $685K
Alaska Wealth Advisors, LLC 0.11% Reduce -1.7% 2,358 $683K
Meridian Investment Counsel Inc. 0.20% No change 2,357 $683K
Harbour Trust & Investment Management Co 0.08% No change 2,352 $682K
Apeiron RIA LLC 0.19% Add +1.8% 2,345 $680K
First County Bank 0.38% Add +27.4% 2,345 $680K
Brown Financial Advisory 0.48% Reduce -1.0% 2,344 $679K
Element Wealth, LLC 0.36% Reduce -0.8% 2,344 $679K
Pine Valley Investments Ltd Liability Co 0.04% Add +3.8% 2,344 $679K
Certus Wealth Management, LLC 0.45% Reduce -6.3% 2,256 $677K
Apollon Financial, LLC 0.17% No change 2,334 $676K
Manchester Financial Inc. 0.15% Add +0.2% 2,329 $675K
Financial Perspectives, Inc 0.23% Add +0.1% 2,328 $675K
Cape Investment Advisory, Inc. 0.26% Add +52.9% 2,318 $672K
Harvest Investment Advisors, LLC 0.46% Add +0.9% 2,315 $671K
Pinnacle Wealth Management Group, Inc. 0.42% Add +5.6% 2,311 $670K
Talon Private Wealth, LLC 0.14% Add +0.2% 2,309 $669K
Fund Evaluation Group, LLC 0.03% New 2,304 $668K
Viawealth, LLC 0.40% Add +1.8% 2,302 $667K
Napa Wealth Management 0.29% Add +1.4% 2,297 $666K
Barlow Wealth Partners, LLC 0.08% No change 2,266 $666K
Southland Equity Partners LLC 0.15% Reduce -9.7% 2,293 $665K
Central Pacific Bank - Trust Division 0.09% Add +0.5% 2,293 $665K
Thomasville National Bank 0.05% Reduce -1.7% 2,290 $664K
Detalus Advisors, LLC 0.22% Reduce -7.0% 2,288 $663K
Vishria Bird Financial Group, LLC 0.23% No change 2,289 $663K
Unique Wealth, LLC 0.14% Add +31.7% 2,287 $663K
Adamsbrown Wealth Consultants LLC 0.23% No change 2,282 $661K
Platform Technology Partners 0.20% Add +0.4% 2,277 $660K
CPC Advisors, LLC 0.09% Add +10.0% 2,275 $659K
Petra Financial Advisors Inc. 0.45% Add +0.0% 2,275 $659K
Palumbo Wealth Management LLC 0.25% Add +0.3% 2,272 $659K
Maripau Wealth Management LLC 0.39% New 2,271 $658K
Bellevue Asset Management, LLC 0.34% No change 2,270 $658K
Schwarz Dygos Wheeler Investment Advisors LLC 0.16% No change 2,268 $658K
MilWealth Group LLC 0.18% Reduce -0.7% 2,265 $657K
LifeWealth Investments, LLC 0.43% — 2,258 $654K
May Hill Capital, LLC 0.25% — 2,257 $654K
Prosperity Wealth Management, Inc. 0.27% Add +25.1% 2,241 $649K
Addison Advisors LLC 0.18% Add +9.5% 2,239 $649K
GatePass Capital, LLC 0.72% — 2,238 $648K
EnRich Financial Partners LLC 0.22% Reduce -14.5% 2,236 $648K
AG Asset Advisory, LLC 0.65% — 2,231 $647K
Marco Investment Management LLC 0.06% Reduce -35.5% 2,227 $645K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +8.6% 2,221 $644K
Anchor Capital Advisors LLC 0.02% No change 2,220 $643K
Strategic Advisors LLC 0.12% Add +88.8% 2,216 $642K
Curbstone Financial Management Corp 0.14% Reduce -0.5% 2,214 $642K
Kanawha Capital Management LLC 0.05% Add +0.1% 2,213 $641K
Bridge Creek Capital Management LLC 0.20% Reduce -1.7% 2,212 $641K
RKL Wealth Management LLC 0.06% Add +55.9% 2,205 $639K
Paradigm Capital Management, LLC 0.60% No change 2,202 $638K
Martel Wealth Advisors LLC 0.12% Reduce -1.7% 2,198 $637K
Ariadne Wealth Management, LP 0.29% No change 2,123 $637K
Sonoma Private Wealth LLC 1.02% Add +0.1% 2,187 $634K
Veracity Capital LLC 0.23% Add +0.5% 2,183 $633K
Dopkins Wealth Management, LLC 0.32% Add +109.3% 2,171 $629K
Invesco Ltd. 0.00% Reduce -7.1% 2,167 $628K
Vantage Point Financial LLC 0.34% — 2,166 $628K
Horizon Investment Services, LLC 0.27% Reduce -1.5% 2,163 $627K
Lakeridge Wealth Management LLC 0.32% No change 2,163 $627K
McCarter Private Wealth Services LLC 0.40% No change 2,159 $626K
Saxony Capital Management, LLC 0.55% Add +0.7% 2,152 $624K
SJS Investment Consulting Inc. 0.11% No change 2,152 $624K
Ewa, LLC 0.23% Add +17.4% 2,151 $623K
Baldwin Wealth Partners LLC 0.04% Reduce -1.2% 2,150 $623K
Full Sail Capital, LLC 0.04% Reduce -19.3% 2,145 $622K
Trexquant Investment LP 0.01% Reduce -14.0% 2,145 $622K
Vantage Investment Partners, LLC 0.05% No change 2,144 $621K
Grange Capital, LLC 0.65% — 2,142 $621K
Physician Wealth Advisors, Inc. 0.10% New 2,140 $620K
WealthCare Investment Partners, LLC 0.27% Reduce -0.7% 2,143 $620K
Hager Investment Management Services, LLC 0.39% — 2,133 $618K
Elios Financial Group Inc. 0.29% Add +3.1% 2,125 $616K
Richard W. Paul & Associates, LLC 0.22% Add +2.1% 2,125 $616K
Destiny Wealth Partners, LLC 0.10% Add +44.4% 2,122 $615K
One Wealth Management Investment & Advisory Services, LLC 0.97% No change 2,121 $615K
Innovative Wealth Building LLC 0.56% — 2,118 $614K
GW Henssler & Associates Ltd. 0.03% No change 2,152 $609K
Norden Group LLC 0.07% Add +16.7% 2,099 $608K
Ofc Financial Planning, LLC 0.64% — 2,098 $608K
Great Lakes Advisors, LLC 0.01% Reduce -29.8% 2,097 $608K
Montecito Bank & Trust 0.11% Add +6.6% 2,095 $607K
ERn Financial, LLC 0.09% Add +2.9% 2,091 $606K
Cordatus Wealth Management LLC 0.16% New 2,091 $606K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% Reduce -9.8% 2,088 $605K
Crabel Capital Management, LLC 1.96% Reduce -0.8% 2,085 $604K
Legacy Capital Group California, Inc. 0.18% Add +0.1% 2,082 $603K
Prevail Innovative Wealth Advisors, LLC 0.17% Reduce -9.0% 2,078 $602K
Colton Groome Financial Advisors, LLC 0.23% No change 2,073 $601K
Bell Investment Advisors, Inc 0.11% Add +42.9% 2,069 $600K
Naviter Wealth, LLC 0.07% No change 2,067 $599K
Insight Advisors, LLC/ PA 0.10% Reduce -2.6% 2,057 $599K
Jane Street Group, LLC 0.00% Reduce -93.3% 2,065 $598K
Helium Advisors LLC 0.47% — 2,060 $597K
Anson Capital, Inc. 0.52% Add +7.8% 2,056 $596K
Oxler Private Wealth LLC 0.20% No change 2,049 $594K
Salvus Wealth Management, LLC 0.38% No change 2,049 $594K
Cypress Financial Planning LLC 0.22% Add +3.0% 2,046 $593K
Y-Intercept (Hong Kong) Ltd 0.04% New 2,043 $592K
Wealth Forward, LLC 0.42% Add +2.9% 2,042 $592K
Ascentis Independent Advisors 0.11% Add +346.9% 2,038 $591K
Weaver Capital Management LLC 0.17% New 2,038 $591K
Aufman Associates Inc 0.40% Reduce -0.1% 2,038 $591K
Apriem Advisors 0.07% No change 2,036 $590K
Peoples Bank 0.35% Add +56.5% 2,033 $589K
Obsidian Cio, LLC 0.11% Add +17.0% 2,027 $587K
4J Wealth Management LLC 0.48% Reduce -0.5% 2,026 $587K
Welch & Forbes LLC 0.01% Reduce -3.3% 2,024 $587K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +3.9% 2,016 $584K
Nova R Wealth, Inc. 0.29% Add +7.5% 2,009 $582K
Sonora Investment Management Group, LLC 0.05% Reduce -2.4% 2,008 $582K
Cadence Wealth Management LLC 0.39% New 2,005 $581K
DiNuzzo Private Wealth, Inc. 0.07% Add +0.8% 2,001 $580K
Patten & Patten Inc. 0.04% No change 1,994 $578K
Guardian Partners Inc. 0.06% — 1,975 $576K
SOA Wealth Advisors, LLC. 0.11% Add +0.4% 1,984 $575K
Quest Investment Management LLC 0.07% Reduce -5.1% 1,984 $575K
Deltec Asset Management LLC 0.11% No change 1,983 $575K
Traction Financial Partners, LLC 0.45% Add +0.1% 1,982 $574K
Core Wealth Management, Inc. 0.22% Reduce -4.8% 1,972 $572K
Westover Capital Advisors, LLC 0.13% Add +14.6% 1,968 $570K
Lyell Wealth Management, LP 0.05% Reduce -0.3% 1,963 $569K
Nilsine Partners, LLC 0.06% Add +82.5% 1,962 $569K
Sterling Investment Management, LLC 0.45% No change 1,960 $568K
Penobscot Wealth Management 0.26% Reduce -8.1% 1,954 $566K
Meridian Management Co. 0.15% Reduce -8.1% 1,951 $565K
Red Crane Wealth Management, LLC 0.54% — 1,951 $565K
Welch Group, LLC 0.03% Reduce -1.4% 1,943 $565K
Fortis Capital Management LLC 0.10% Reduce -1.3% 1,946 $564K
Strategic Investment Management, LLC 0.19% New 1,940 $562K
Melone Private Wealth, LLC 0.29% No change 1,938 $562K
First American Trust, FSB 0.06% Add +5.7% 1,934 $560K
Retirement Investment Advisors, Inc. 0.06% No change 1,930 $559K
Willow Creek Wealth Management Inc. 0.06% Add +38.7% 1,928 $559K
Sachetta, LLC 0.22% Add +0.6% 1,924 $557K
Chicago Wealth Management, Inc. 0.29% Reduce -0.2% 1,923 $557K
Baker Tilly Wealth Management, LLC 0.22% Reduce -6.2% 1,923 $557K
Financial Synergies Wealth Advisors, Inc. 0.07% Reduce -6.9% 1,923 $557K
Financial Security Advisor, Inc. 0.14% Add +0.9% 1,916 $555K
Claris Financial LLC 0.36% — 1,911 $554K
Prostatis Group LLC 0.16% Add +50.8% 1,909 $553K
Childress Capital Advisors, LLC 0.15% Reduce -1.8% 1,908 $553K
Whitcomb & Hess, Inc. 0.17% No change 1,905 $552K
Pasadena Private Wealth, LLC 0.11% Add +6.0% 1,905 $552K
Twin Peaks Wealth Advisors, LLC 0.23% No change 1,904 $552K
CPA Asset Management Group, LLC 0.26% No change 1,904 $552K
Taylor Hoffman Capital Management LLC 0.20% No change 1,893 $549K
FSA Advisors, Inc. 0.67% Reduce -74.3% 1,898 $548K
Paragon Capital Management Ltd 0.11% Add +22.6% 1,888 $547K
Alta Wealth Advisors LLC 0.24% Reduce -4.4% 1,886 $546K
MSH Capital Advisors LLC 0.17% Add +17.6% 1,881 $545K
Northside Capital Management, LLC 0.14% No change 1,880 $545K
TFG Advisers LLC 0.20% Add +0.4% 1,880 $545K
Alliance Wealth Advisors, LLC 0.14% New 1,879 $545K
Safeguard Investment Advisory Group, LLC 0.15% Add +32.2% 1,875 $543K
Johnson & White Wealth Management, LLC 0.33% New 1,874 $542K
Northcape Wealth Management, LLC 0.18% Add +10.0% 1,870 $542K
Eagle Ridge Investment Management 0.05% Reduce -15.7% 1,870 $542K
Kera Capital Partners, Inc. 0.16% — 1,870 $542K
Geneva Partners, LLC 0.22% Add +7.7% 1,868 $541K
Paragon Advisors, LLC 0.19% Add +54.6% 1,864 $540K
Cypress Wealth Services, LLC 0.11% Add +36.9% 1,860 $539K
Keeler Thomas Management LLC 0.19% Add +0.9% 1,860 $539K
Pinnacle Wealth Planning Services, Inc. 0.08% New 1,860 $539K
Spirepoint Private Client, LLC 0.07% No change 1,854 $537K
Beverly Hills Private Wealth, LLC 0.11% No change 1,853 $537K
Readystate Asset Management LP 0.04% New 1,853 $537K
Horizons Wealth Management 0.42% Add +3.2% 1,850 $536K
SWAN Capital LLC 0.26% No change 1,849 $536K
Keebeck Wealth Management 0.08% Add +20.9% 1,848 $536K
BCGM Wealth Management, LLC 0.17% No change 1,841 $534K
Legacy CG, LLC 0.16% No change 1,839 $533K
Significant Wealth Partners LLC 0.28% New 1,839 $533K
Riverbridge Partners LLC 0.01% Add +61.3% 1,839 $533K
Ironwood Wealth Management, LLC. 0.17% Reduce -9.1% 1,835 $532K
Aspetuck Financial Management LLC 0.41% — 1,831 $531K
Retirement Financial Solutions, LLC 0.29% Add +0.7% 1,831 $531K
Thrive Wealth Management, LLC 0.10% Add +4.8% 1,829 $530K
HMS Capital Management, LLC 0.26% No change 1,829 $530K
Family Office Research LLC 0.23% — 1,825 $529K
Wayfinding Financial, LLC 0.28% New 1,825 $529K
Chilton Capital Management LLC 0.02% No change 1,825 $529K
Bar Harbor Wealth Management 0.03% No change 1,825 $529K
Houlihan Financial Resource Group, Ltd. 0.23% No change 1,822 $528K
WESPAC Advisors, LLC 0.39% Add +60.9% 1,820 $527K
Wheelhouse Advisory Group LLC 0.31% Add +7.3% 1,816 $527K
Richard C. Young & CO., LTD. 0.06% Reduce -11.7% 1,816 $526K
Red Mountain Financial, LLC 0.57% Add +3.4% 1,815 $526K
Sound Income Strategies, LLC 0.03% Add +13.2% 1,810 $525K
Chapman Financial Group, LLC 0.42% — 1,809 $524K
Keystone Financial Group, Inc. 0.42% — 1,809 $524K
McHugh Group, LLC 0.40% — 1,800 $522K
Revisor Wealth Management LLC 0.48% Add +37.7% 1,778 $520K
Catalina Capital Group, LLC 0.17% Add +40.0% 1,791 $519K
Cannon Wealth Management Services, LLC 0.45% Reduce -23.3% 1,746 $518K
Financial Guidance Group, Inc. 0.28% No change 1,785 $517K
Elser Financial Planning, Inc 0.03% Add +7.5% 1,783 $517K
Financial Partners Group, Inc 0.08% Add +0.2% 1,782 $516K
Coign Capital Advisors LLC 0.47% — 1,776 $515K
Fortitude Advisory Group L.L.C. 0.31% Reduce -14.3% 1,776 $515K
Roman Butler Fullerton & Co. 0.16% Reduce -7.1% 1,730 $514K
Tobias Financial Advisors, Inc. 0.10% Add +20.0% 1,763 $511K
Yardley Wealth Management LLC 0.25% No change 1,754 $508K
Up Strategic Wealth Investment Advisors LLC 0.51% Reduce -19.6% 1,750 $507K
Orion Capital Management LLC 0.22% Add +43.1% 1,745 $506K
M. Kraus & Co 0.15% New 1,744 $505K
Virtus Wealth Solutions LLC 0.12% — 1,737 $504K
Ellis Investment Partners, LLC 0.10% Add +3.6% 1,737 $503K
Oak Wealth Advisors LLC 0.39% — 1,734 $503K
Grey Fox Wealth Advisors, LLC 0.14% Reduce -3.3% 1,732 $502K
Fusion Capital, LLC 0.20% Add +9.9% 1,716 $497K
Mirador Capital Partners LP 0.09% Add +1.7% 1,715 $497K
Spartan Planning & Wealth Management 0.45% — 1,712 $496K
Investment Counsel Co. of Nevada 1.25% — 1,706 $495K
Blue Barn Wealth, LLC 0.26% Reduce -11.2% 1,706 $494K
Payne Capital Management, LLC 0.21% — 1,705 $494K
HC Advisors, LLC 0.40% No change 1,701 $493K
Trust Co. of Oklahoma 0.16% No change 1,694 $491K
Crane Advisory, LLC 0.09% No change 1,674 $491K
Arcadia Wealth Management, LLC 0.25% Add +1.3% 1,692 $490K
Stiles Financial Services Inc 0.18% Add +0.8% 1,693 $490K
BlueChip Wealth Advisors LLC 0.27% No change 1,691 $490K
Clearbridge Investments, LLC 0.00% New 1,689 $489K
Indie Asset Partners, LLC 0.38% Add +4.9% 1,687 $489K
Ciovacco Capital Management LLC 0.28% Reduce -4.2% 1,686 $489K
Elgethun Capital Management 0.12% New 1,685 $488K
Clarity Asset Management, Inc. 0.32% Add +0.2% 1,679 $487K
Encompass Wealth Advisors, LLC 0.20% Add +5.8% 1,679 $487K
Americana Partners, LLC 0.02% No change 1,677 $486K
Quent Capital, LLC 0.05% No change 1,675 $485K
Shum Financial Group, Inc. 0.42% No change 1,673 $485K
Arcataur Capital Management LLC 0.16% No change 1,673 $485K
Vestia Personal Wealth Advisors 0.40% Add +11.7% 16,853 $484K
Chemistry Wealth Management LLC 0.11% No change 1,668 $483K
Diligent Investors, LLC 0.11% Reduce -1.3% 1,650 $478K
Meeder Advisory Services, Inc. 0.03% Reduce -14.0% 1,649 $478K
Sincerus Advisory, LLC 0.51% — 1,636 $474K
Mma Asset Management LLC 0.21% Reduce -49.5% 1,635 $474K
Capstone Wealth Management, LLC 0.46% — 1,632 $473K
Conquis Financial LLC 0.48% — 1,631 $473K
Callan Capital, LLC 0.03% No change 1,629 $472K
Factor Wealth Management LTD 0.16% — 1,629 $472K
Cardinal Strategic Wealth Guidance 0.15% Add +16.2% 1,629 $472K
Lummis Asset Management, LP 0.60% Add +1.9% 1,625 $471K
Greykasell Wealth Strategies, Inc. 0.26% — 1,623 $470K
Donaldson Capital Management, LLC 0.02% Add +53.7% 1,623 $470K
Oak Harvest Investment Services 0.07% Add +0.1% 1,622 $470K
Arthur M. Cohen & Associates, LLC 0.08% Add +0.3% 1,616 $468K
Burton Enright Welch 0.10% Reduce -21.1% 1,616 $468K
Elevated Capital Advisors, LLC 0.13% Add +1.8% 1,609 $466K
Kingstone Capital Partners Texas, LLC 0.38% — 1,608 $466K
Clearstead Trust, LLC 0.10% Reduce -0.4% 1,604 $465K
Rollins Financial Advisors, LLC 0.07% Add +0.1% 1,603 $465K
Global Strategic Investment Solutions, LLC 0.05% Add +0.3% 1,603 $465K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% Add +37.3% 1,600 $464K
Northern Capital Management, Inc. 0.28% Add +0.2% 1,596 $462K
Aull & Monroe Investment Management Corp 0.24% Reduce -4.4% 1,595 $462K
FFG Partners, LLC 0.16% Add +0.6% 1,591 $461K
Wealthgarden F.S. LLC 0.43% Reduce -9.5% 1,588 $460K
Sterling Group Wealth Management, LLC 0.24% No change 1,579 $458K
Verisail Partners, LLC 0.21% — 1,579 $458K
Trivium Point Advisory, LLC 0.06% Add +2.8% 1,573 $456K
Vertex Planning Partners, LLC 0.10% Reduce -1.1% 1,572 $455K
Charter Research & Investment Group, Inc. 0.35% Reduce -10.0% 1,569 $455K
American Asset Management Inc. 0.46% New 1,562 $453K
Awm Capital, LLC 0.06% Add +6.0% 1,559 $452K
Fielder Capital Group LLC 0.14% Add +0.1% 1,557 $451K
Carmel Capital Partners, LLC 0.18% Add +0.3% 1,555 $451K
Zullo Investment Group, Inc. 0.18% No change 1,551 $449K
Summit X, LLC 0.10% New 1,550 $449K
Chartist Inc. 0.23% Reduce -1.1% 1,543 $447K
Lifeworks Advisors, LLC 0.08% Add +2.3% 1,542 $447K
Sollinda Capital Management LLC 0.12% New 1,541 $447K
Patten Group, Inc. 0.10% No change 1,541 $447K
Old Port Advisors 0.13% Reduce -0.1% 1,538 $446K
Ethos Financial Group, LLC 0.06% Add +38.8% 1,534 $445K
Executive Wealth Management, LLC 0.03% Reduce -5.1% 1,531 $444K
Optivise Advisory Services LLC 0.24% Add +0.3% 1,528 $443K
Drake & Associates, LLC 0.13% Add +10.3% 1,481 $441K
Johns Hopkins University 0.02% Add +25.2% 1,519 $440K
Buska Wealth Management, LLC 0.14% Add +13.2% 1,518 $440K
Sachem Hill LLC 0.09% No change 1,514 $439K
1834 Investment Advisors Co. 0.06% Reduce -70.1% 1,513 $438K
Novare Capital Management LLC 0.04% Add +13.9% 1,512 $438K
Stage Harbor Financial, LLC 0.38% Add +93.3% 1,510 $438K
1832 Asset Management L.P. 0.00% No change 1,501 $435K
Delta Capital Management LLC 0.25% New 1,500 $435K
Rock Point Advisors, LLC 0.13% No change 1,500 $435K
Collective Family Office LLC 0.12% No change 1,500 $435K
BetterWealth, LLC 0.12% Add +0.1% 1,500 $435K
Parker Investment Management, LLC 0.07% Add +0.2% 1,499 $435K
Stablepoint Partners, LLC 0.08% Add +5.9% 1,499 $434K
Spectrum Asset Management, Inc. (NB/CA) 0.20% Reduce -3.1% 1,498 $434K
Holderness Investments Co. 0.10% No change 1,493 $433K
Ascentis Wealth Management, LLC 0.15% Add +4.4% 1,491 $432K
Mezzasalma Advisors, LLC 0.14% New 1,490 $432K
Amarillo National Bank 0.08% Reduce -31.3% 1,490 $432K
Retirement Systems of Alabama 0.00% No change 1,490 $432K
Chancellor Financial Group WB LP 0.35% — 1,483 $430K
Dominguez Wealth Management Solutions, Inc. 0.31% Add +9.7% 1,482 $429K
Blue Fin Capital, Inc. 0.08% Reduce -18.3% 1,481 $429K
Register Financial Advisors LLC 0.22% Reduce -43.0% 1,481 $429K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +8.3% 1,468 $426K
Delta Investment Management, LLC 0.08% Add +29.4% 1,468 $426K
RB Capital Management, LLC 0.10% Add +0.1% 1,468 $425K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -2.3% 1,467 $425K
Axis Wealth Partners, LLC 0.36% — 1,467 $425K
Triton Wealth Management, PLLC 0.22% No change 1,440 $423K
Ring Mountain Capital, LLC 0.28% — 1,457 $422K
Jackson Square Capital, LLC 0.10% Add +14.6% 1,449 $420K
InTrack Investment Management Inc 0.29% Reduce -32.5% 1,455 $420K
BridgePort Financial Solutions, LLC 0.19% — 1,453 $419K
Quartz Partners, LLC 0.25% No change 1,445 $419K
Beacon Financial Advisory LLC 0.14% Reduce -11.6% 1,440 $417K
Paragon Financial Partners, Inc. 0.31% Reduce -49.7% 1,437 $417K
Lynch & Associates 0.09% No change 1,433 $415K
Grantvest Financial Group LLC 0.46% — 1,431 $415K
Hamilton Capital, LLC 0.03% No change 1,429 $414K
Hapanowicz & Associates Financial Services, Inc 0.21% Add +67.5% 1,429 $414K
Trillium Asset Management, LLC 0.01% Reduce -16.8% 1,428 $414K
17 Capital Partners, LLC 0.26% Add +6.2% 1,427 $414K
First Merchants Corp. 0.02% No change 1,425 $413K
Westwood Holdings Group Inc. 0.00% Add +19.7% 1,424 $413K
Triangle Securities Wealth Management 0.11% Reduce -4.6% 1,419 $411K
Tillman Hartley LLC 0.12% New 1,418 $411K
MPWM Advisory Solutions, LLC 0.30% — 1,418 $411K
Pillar Financial Advisors, LLC 0.31% — 1,416 $411K
Abbot Financial Management, Inc. 0.20% Reduce -3.7% 1,414 $410K
McGowan Group Asset Management, Inc. 0.06% New 1,405 $407K
Sugar Maple Asset Management, LLC 0.31% Reduce -6.7% 1,403 $407K
ZWJ Investment Counsel Inc. 0.02% Reduce -23.2% 1,402 $406K
Longview Financial Advisors LLC 0.27% — 1,401 $406K
Point Windward Advisors Inc. 0.15% Reduce -12.5% 1,400 $406K
Palo Alto Wealth Advisors, LLC 0.14% Add +43.7% 1,395 $404K
Opus Capital Group, LLC 0.05% Reduce -3.3% 1,395 $404K
Vermillion & White Wealth Management Group, LLC 0.30% Add +1.2% 1,389 $403K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $402K
Burt Wealth Advisors 0.10% No change 1,385 $401K
Fortem Financial Group, LLC 0.16% Add +0.5% 1,384 $401K
Archford Capital Strategies, LLC 0.06% Add +24.4% 1,380 $400K
Arrow Financial Corp 0.04% No change 1,378 $399K
Arkos Global Advisors 0.06% Add +1.8% 1,377 $399K
Lockerman Financial Group, Inc. 0.68% Reduce -0.4% 1,376 $399K
NTV Asset Management LLC 0.05% Reduce -1.4% 1,374 $398K
Garden State Investment Advisory Services LLC 0.12% No change 1,371 $398K
Charles Schwab Trust Co 0.03% Add +54.5% 1,364 $395K
Kellett Wealth Advisors, LLC 0.27% No change 1,362 $395K
Seascape Capital Management 0.14% Reduce -1.4% 1,359 $394K
Midwest Capital Advisors, LLC 0.29% — 1,353 $392K
Horizon Kinetics Asset Management LLC 0.00% Reduce -3.8% 1,352 $392K
Maple Capital Management, Inc. 0.03% Reduce -1.3% 1,345 $390K
Prosperity Financial Group, Inc. 0.20% Reduce -3.2% 1,344 $389K
McCollum Christoferson Group LLC 0.11% No change 1,341 $389K
Navalign, LLC 0.11% Reduce -10.2% 1,336 $387K
Householder Group Estate & Retirement Specialist, LLC 0.29% Reduce -85.8% 1,336 $387K
Herold Advisors, Inc. 0.08% Add +0.3% 1,333 $386K
Wealthspan Partners, LLC 0.18% New 1,330 $385K
Capital Investment Services of America, Inc. 0.04% No change 1,330 $385K
tru Independence LLC 0.12% Reduce -3.0% 1,327 $384K
Cambridge Financial Group, LLC 0.16% Add +9.2% 1,323 $383K
Causey Wealth LLC 0.22% — 1,322 $383K
Riverwater Partners LLC 0.19% Reduce -12.1% 1,319 $382K
Act Two Investors LLC 0.07% No change 1,318 $382K
Darrow Company, Inc. 0.22% Add +0.1% 1,314 $381K
TrueWealth Advisors, LLC 0.13% Reduce -4.4% 1,312 $380K
Gould Asset Management LLC 0.08% Reduce -6.1% 1,305 $378K
Kintra Wealth, LLC 0.26% Add +11.7% 1,305 $378K
GoalFusion Wealth Management, LLC 0.21% Add +11.8% 1,301 $377K
Villere St Denis J & Co. LLC 0.03% No change 1,301 $377K
CoreFirst Bank & Trust 0.22% No change 1,300 $377K
Atwood & Palmer Inc. 0.03% No change 1,300 $377K
Riggs Capital Management LLC 0.37% — 1,298 $376K
Advisory Resource Group 0.08% Add +0.9% 1,298 $376K
Daner Wealth Management, LLC 0.28% — 1,250 $375K
Schiavi & Co LLC 0.15% Reduce -16.1% 1,295 $375K
Intelligence Driven Advisers, LLC 0.07% Reduce -5.3% 1,295 $375K
Note Advisors, LLC 0.33% — 1,293 $375K
Fulcrum Capital LLC 0.08% Reduce -20.5% 1,291 $374K
Entrewealth, LLC 0.35% — 1,333 $374K
John G Ullman & Associates Inc. 0.05% Reduce -18.9% 1,287 $373K
WestHill Financial Advisors, Inc. 0.08% Reduce -1.0% 1,286 $373K
Integrated Investment Consultants, LLC 0.08% New 170,488 $372K
Avondale Wealth Management 0.24% No change 1,282 $372K
Richardson Capital Management LLC 0.24% Reduce -0.5% 1,282 $372K
Sentinel Pension Advisors, LLC 0.07% No change 1,281 $371K
G&S Capital LLC 0.15% Add +14.5% 1,277 $370K
Foster Victor Wealth Advisors, LLC 0.03% Add +9.1% 1,239 $367K
JSF Financial, LLC 0.10% Add +17.2% 1,262 $366K
Vigilare Wealth Management 0.15% Add +6.1% 1,260 $365K
Mountain Capital Investment Advisors Inc. 0.08% Add +0.8% 1,226 $363K
Purus Wealth Management, LLC 0.14% Reduce -0.8% 1,252 $363K
Dakota Community Bank & Trust NA 1.72% No change 1,250 $362K
LCNB Corp. 0.13% No change 1,250 $362K
Pettyjohn, Wood & White, Inc. 0.07% No change 1,250 $362K
Alamar Capital Management, LLC 0.20% No change 1,243 $360K
Sage Capital Management, LLC 0.18% Reduce -19.2% 1,238 $359K
Pineridge Advisors LLC 0.14% Reduce -5.0% 1,237 $358K
Fagan Associates, Inc. 0.06% New 1,236 $358K
M Wealth Management, LLC 0.33% — 1,236 $358K
Leading Edge Financial Planning LLC 0.12% Reduce -2.7% 1,236 $358K
Townsend & Associates, Inc 0.04% Add +55.0% 1,197 $358K
Waterfront Wealth Inc. 0.09% Add +1.3% 1,233 $357K
Compton Financial Group, LLC 0.11% No change 1,232 $357K
Syntax Research, Inc. 0.26% Add +0.7% 1,230 $356K
Northwest Bancshares, Inc. 0.07% No change 1,228 $356K
Citadel Advisors 0.00% Reduce -94.0% 1,228 $356K
One Wealth Advisors, LLC 0.05% Reduce -25.9% 1,225 $355K
Weybosset Research & Management LLC 0.12% No change 1,225 $355K
BCU Wealth Advisors, LLC 0.20% Add +0.4% 1,222 $354K
Warren Street Wealth Advisors, LLC 0.15% New 1,222 $354K
Diversified Investment Strategies, LLC 0.23% No change 1,220 $354K
Northstar Asset Management Inc. 0.09% No change 1,219 $353K
Buffington Mohr McNeal 0.06% Reduce -35.8% 1,218 $353K
Sanchez Wealth Management Group 0.10% New 1,215 $352K
Collier Financial 0.31% — 1,215 $352K
Elevate Wealth Advisory, Inc. 0.26% No change 1,209 $350K
Essex Investment Management Co. LLC 0.06% No change 1,206 $350K
Epiq Partners, LLC 0.20% No change 1,201 $348K
Belvedere Trading LLC 0.03% New 1,199 $347K
Red Tortoise LLC 0.18% Add +1.7% 1,197 $347K
Laurel Wealth Advisors LLC 0.05% Add +5.5% 1,195 $346K
Solutions 4 Wealth, Ltd 0.63% Add +1.7% 1,191 $345K
Archer Investment Management, LLC 0.21% — 1,191 $345K
Evelyn Partners Investment Management Services Ltd 0.06% — 1,191 $345K
Leeward Financial Partners, LLC 0.12% No change 1,190 $345K
Fortress Private Ledger, LLC 0.21% — 1,189 $345K
Strait & Sound Wealth Management LLC 0.16% Reduce -20.3% 1,189 $345K
Montz Harcus Wealth Management LLC 0.19% Add +0.3% 1,185 $343K
West Branch Capital LLC 0.11% Add +1.3% 1,184 $343K
SWP Financial LLC 0.21% Reduce -85.9% 1,184 $343K
Private Client Services, LLC 0.18% Add +1.3% 1,183 $343K
Voisard Asset Management Group, Inc. 0.11% No change 1,182 $343K
Comprehensive Financial Planning, Inc. 0.29% — 1,181 $342K
Granite Bay Wealth Management, LLC 0.13% New 1,181 $342K
Canandaigua National Bank & Trust Co. 0.03% No change 1,174 $340K
Auxano Advisors, LLC 0.09% Add +6.9% 1,167 $338K
Castle Rock Wealth Management, LLC 0.08% Add +0.3% 1,117 $337K
Silvia McColl Wealth Management, LLC 0.25% No change 1,162 $337K
Unio Capital LLC 0.12% Add +0.8% 1,161 $337K
American State Bank (Iowa) 0.20% Add +2.9% 1,160 $336K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +8.7% 1,158 $336K
Cambridge Capital Management, LLC 0.21% Add +0.7% 1,158 $335K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Coppell Advisory Solutions LLC 0.05% Reduce -1.9% 1,150 $334K
Wolff Financial Management LLC 0.09% Reduce -18.6% 1,147 $332K
MinichMacGregor Wealth Management, LLC 0.07% Add +0.6% 1,144 $332K
Sharp Wealth Advisory, LLC 0.25% Reduce -25.9% 1,142 $331K
Walker Asset Management, LLC 0.20% No change 1,138 $330K
Second Line Capital, LLC 0.09% New 1,138 $330K
Concorde Asset Management, LLC 0.17% Add +12.6% 1,138 $330K
Main Management LLC 0.03% Add +0.3% 1,131 $328K
Patrick M Sweeney & Associates, Inc. 0.25% No change 1,130 $327K
1ST Source Bank 0.02% No change 1,130 $327K
KM Capital Management Ltd. 0.17% Add +0.3% 1,129 $327K
MKT Advisors LLC 0.14% Add +0.2% 1,104 $327K
Integrity Financial Corp 0.19% Add +15.6% 1,128 $327K
Guardian Financial Partners, LLC 0.19% Add +0.6% 1,127 $327K
Prestige Wealth Management Group LLC 0.07% Add +284.3% 1,126 $326K
Pinnacle Family Advisors, LLC 0.16% No change 1,125 $326K
Howard Bailey Securities, LLC 0.12% Reduce -13.2% 1,123 $326K
Convergence Financial, LLC 0.06% Reduce -80.5% 1,122 $325K
Ingalls & Snyder LLC 0.01% No change 1,121 $325K
Rezny Wealth Management, Inc. 0.08% Reduce -75.1% 1,120 $325K
Cowa, LLC 0.16% Add +1.6% 1,117 $324K
AAF Wealth Management, LLC 0.16% Reduce -6.6% 1,116 $324K
Godshalk Welsh Capital Management, Inc. 0.21% Add +0.1% 1,116 $323K
Journey Beyond Wealth, LLC 0.30% — 1,115 $323K
Old Second National Bank of Aurora 0.07% New 1,113 $323K
MIdWestOne Financial Group, Inc. 0.05% Reduce -1.7% 1,111 $322K
Nicholas Wealth, LLC. 0.17% No change 1,115 $321K
Team Hewins, LLC 0.13% New 1,107 $321K
BankPlus Trust Department 0.10% — 1,104 $320K
Security National Bank of So Dak 0.18% No change 1,104 $320K
Empirical Asset Management, LLC 0.11% Add +328.3% 215,471 $320K
Clientfirst Wealth Management, LLC 0.32% — 1,100 $319K
Core Wealth Partners LLC 0.18% Add +4.1% 1,099 $318K
Vance Wealth, LLC 0.12% Add +5.0% 1,096 $318K
Marshall Financial Group, LLC 0.08% Add +0.2% 1,096 $318K
Better Money Decisions, LLC 0.22% Reduce -6.3% 1,095 $317K
Watchman Group, Inc. 0.08% Reduce -0.3% 1,094 $317K
Fortis Advisors, LLC 0.21% Add +0.7% 1,092 $316K
Toronto Dominion Bank 0.00% Add +11.4% 1,092 $316K
Chaney Capital Management, Inc. 0.15% No change 1,090 $316K
Bridge Generations Wealth Management LLC 0.21% — 1,090 $316K
Private Capital Management, LLC 0.03% Reduce -10.3% 1,089 $316K
Dark Forest Capital Management LP 0.05% New 1,088 $315K
ProVise Management Group, LLC 0.03% Reduce -92.3% 1,085 $314K
Dana Investment Advisors, Inc. 0.01% Add +8.9% 1,084 $314K
Centerpoint Advisors, LLC 0.11% Add +3000.0% 1,085 $314K
M. Kulyk & Associates, LLC 0.07% No change 1,081 $313K
Hazlett, Burt & Watson, Inc. 0.14% Add +3.4% 1,080 $313K
Forte Asset Management LLC 0.17% No change 1,080 $313K
Ballast, Inc. 0.09% No change 1,080 $313K
Figure 8 Investment Strategies LLC 0.30% — 1,073 $311K
Mark Sheptoff Financial Planning, LLC 0.17% Add +1.6% 1,071 $310K
Ruedi Wealth Management, Inc. 0.10% Reduce -0.5% 1,071 $310K
Unified Investment Management 0.35% — 1,071 $310K
Websterrogers Financial Advisors, LLC 0.11% Add +0.3% 1,070 $310K
Spectrum Planning & Advisory Services Inc. 0.27% No change 1,070 $310K
Planning Alternatives Ltd. 0.05% New 1,069 $310K
Cooper Capital Advisors LLC 0.32% — 1,066 $309K
Kiker Wealth Management, LLC 0.25% — 1,065 $309K
Wedgewood Investors Inc. 0.36% Reduce -2.7% 1,064 $308K
Bensler, LLC 0.04% Reduce -16.2% 1,061 $308K
Fort Washington Investment Advisors Inc. 0.00% No change 1,057 $306K
Plan A Wealth LLC 0.28% — 1,055 $306K
Seelaus Asset Management LLC 0.28% Add +2.7% 1,052 $305K
Laidlaw Wealth Management LLC 0.13% New 1,050 $304K
Flaharty Asset Management, LLC 0.04% No change 1,050 $304K
Schnieders Capital Management LLC 0.06% New 1,047 $303K
William Howard & Co Financial Advisors Inc 0.27% No change 1,046 $303K
Strategy Asset Managers LLC 0.06% Reduce -0.5% 1,041 $302K
Commonwealth Financial Services, LLC 0.06% Add +0.9% 1,034 $300K
GEM Asset Management, LLC 0.17% Add +6.8% 1,033 $299K
ROI Financial Advisors, LLC 0.20% New 1,032 $299K
FSB Premier Wealth Management, Inc. 0.12% No change 1,030 $299K
Lafayette Investments, Inc. 0.06% Add +1.5% 1,030 $298K
Legacy Financial Group, Inc. 0.10% No change 1,025 $297K
Joule Financial, LLC 0.10% Add +0.8% 1,024 $297K
Wealth Management Partners, LLC 0.13% No change 1,022 $296K
Tranquility Partners, LLC 0.11% No change 1,019 $295K
Granite Harbor Advisors, Inc. 0.16% No change 1,015 $294K
Cornerstone Select Advisors, LLC 0.28% — 1,010 $293K
Goodwin Investment Advisory 0.15% No change 1,010 $293K
FWG Investments, LLC. 0.23% Add +17.5% 1,009 $292K
Signet Investment Advisory Group, Inc. 0.15% New 1,006 $292K
Peregrine Asset Advisers, Inc. 0.11% Reduce -31.5% 1,003 $291K
Bantamac Capital, LLC 0.13% No change 1,000 $290K
JBF Capital, Inc. 0.05% No change 1,000 $290K
Pacific Point Advisors, LLC 0.18% — 970 $290K
West Bancorporation Inc. 0.19% New 997 $289K
Enterprise Bank & Trust Co 0.10% No change 997 $289K
Matisse Capital 0.15% No change 995 $288K
Signature Resources Capital Management, LLC 0.26% No change 994 $288K
Sittner & Nelson, LLC 0.12% No change 993 $288K
Hofer & Associates. Inc 0.19% Reduce -4.3% 991 $287K
Legacy Capital Wealth Management, LLC 0.29% — 991 $287K
Heartwood Wealth Advisors LLC 0.03% Add +1.4% 989 $287K
Woodstock Corp. 0.03% Add +1.8% 989 $287K
IPG Investment Advisors LLC 0.07% New 987 $286K
Dearborn Partners LLC 0.01% Reduce -1.0% 986 $286K
Laurel Wealth Planning LLC 0.18% Reduce -4.9% 982 $285K
Crowley Wealth Management, Inc. 0.25% — 983 $285K
D L Carlson Investment Group Inc. 0.05% Reduce -3.4% 982 $285K
Lunt Capital Management, Inc. 0.11% No change 982 $285K
Affinity Capital Advisors, LLC 0.05% Reduce -22.5% 975 $284K
Angeles Investment Advisors, LLC 0.01% Add +10.1% 980 $284K
Wisconsin Wealth Advisors, LLC 0.42% — 979 $284K
Gibbs Wealth Management 0.08% Add +14.4% 975 $283K
City National Bank of Florida 0.26% — 973 $282K
Financial Futures Ltd Liability Co. 0.16% Reduce -14.6% 972 $282K
Northwest Bank & Trust Co 0.21% No change 938 $281K
Private Management Group Inc. 0.01% Add +4.0% 970 $281K
Alteri Wealth LLC 0.08% — 969 $281K
Purkiss Capital Advisors LLC 0.24% — 967 $280K
DDFG, Inc 0.08% Add +0.6% 964 $279K
Mengis Capital Management, Inc. 0.06% Reduce -0.2% 964 $279K
American Financial & Tax Strategies Inc. 0.14% No change 960 $278K
Gibraltar Capital Management, Inc. 0.12% Reduce -0.7% 957 $277K
Rockport Wealth LLC 0.12% Reduce -44.1% 960 $277K
Headland Capital, LLC 0.09% — 953 $276K
River Street Advisors LLC 0.14% No change 951 $276K
Cadent Capital Advisors, LLC 0.10% No change 950 $275K
Provident Investment Management, Inc. 0.03% No change 946 $274K
Bond & Devick Financial Network, Inc. 0.12% No change 968 $274K
Tectonic Advisors LLC 0.02% Add +13.7% 944 $274K
Black Swift Group, LLC 0.06% Add +11.9% 942 $273K
Code Waechter LLC 0.24% Add +0.3% 932 $270K
Cutter & CO Brokerage, Inc. 0.07% Reduce -2.1% 927 $269K
Coastwise Capital Group, LLC 0.21% No change 926 $268K
Tudor Financial Inc. 0.16% Add +15.5% 924 $268K
Elm3 Financial Group, LLC 0.23% — 924 $268K
Klingenstein Fields & Co. LP 0.01% Add +0.1% 922 $267K
Heritage Family Offices, LLP 0.13% Reduce -25.9% 921 $267K
Schrum Private Wealth Management LLC 0.23% Reduce -43.6% 918 $266K
Field & Main Bank 0.09% Add +190.2% 917 $266K
Verum Partners LLC 0.08% Reduce -1.7% 916 $266K
Towerpoint Wealth, LLC 0.13% New 913 $265K
Edge Financial Advisors LLC 0.24% Add +17.8% 913 $265K
Lauterbach Financial Advisors, LLC 0.16% Add +3.8% 911 $264K
Firethorn Wealth Partners, LLC 0.13% No change 911 $264K
Absher Wealth Management, LLC 0.03% No change 911 $264K
JRM Investment Counsel, LLC 0.10% No change 910 $264K
FMB Wealth Management 0.15% Reduce -5.2% 909 $264K
Community Bank of Raymore 0.21% No change 909 $263K
TFR Capital, LLC. 0.13% — 904 $262K
Pavion Blue Capital, LLC 0.12% No change 904 $262K
Ellenbecker Investment Group 0.05% Add +2.5% 902 $261K
WESPAC Advisors SoCal, LLC 0.06% No change 901 $261K
Nvest Financial, LLC 0.13% Add +0.6% 900 $261K
Hillcrest Wealth Advisors - NY, LLC 0.12% No change 900 $261K
Tull Financial Group, Inc. 0.16% New 899 $261K
Roth Financial Partners LLC 0.10% Add +2.4% 899 $261K
Harvest Investment Services, LLC 0.06% New 898 $260K
Disciplined Investments, LLC 0.13% New 897 $260K
Mechanics Financial Corp 0.12% No change 893 $259K
Heritage Trust Co 0.03% — 893 $259K
Future Financial Wealth Managment LLC 0.19% No change 888 $257K
First City Capital Management, Inc. 0.14% New 888 $257K
Roxbury Financial LLC 0.25% — 854 $256K
Garrett Wealth Advisory Group, LLC 0.06% No change 883 $256K
Nemes Rush Group LLC 0.03% Add +287.3% 883 $256K
KKM Financial LLC 0.11% No change 881 $255K
Nicollet Investment Management, Inc. 0.09% No change 881 $255K
North Point Portfolio Managers Corp. 0.04% Reduce -5.9% 879 $255K
Sloy Dahl & Holst, LLC 0.03% Add +0.1% 876 $254K
Your Advocates Ltd., LLP 0.10% New 875 $254K
Kapstone Financial Advisors LLC 0.13% No change 845 $252K
Abound Financial, LLC 0.13% — 869 $252K
MidAtlantic Capital Management, Inc. 0.18% Add +4.3% 867 $251K
Institute for Wealth Management, LLC. 0.03% Reduce -2.6% 862 $250K
Lionshead Wealth Management, LLC 0.18% — 862 $250K
Central Valley Advisors, LLC 0.11% Add +1.3% 862 $250K
Zeit Capital LLC 0.19% Reduce -49.9% 827 $249K
Sunbelt Securities, Inc. 0.02% Add +2.0% 852 $248K
Cranbrook Wealth Management, LLC 0.06% Add +2.2% 853 $247K
Moller Wealth Partners 0.07% Add +0.5% 853 $247K
Two West Capital Advisors LLC 0.21% Reduce -5.9% 852 $247K
Pacific Sage Partners, LLC 0.06% New 850 $246K
Orrstown Financial Services Inc. 0.07% No change 850 $246K
Hibernia Wealth Partners, LLC 0.19% Reduce -80.8% 850 $246K
Ariston Services Group 0.21% New 849 $246K
Valued Wealth Advisors LLC 0.15% Add +1311.7% 847 $246K
Widmann Financial Services, Inc. 0.19% No change 847 $245K
Nottingham Advisors, Inc. 0.03% No change 847 $245K
Investmark Advisory Group LLC 0.12% Add +0.5% 846 $245K
Iron Horse Wealth Management, LLC 0.08% Add +6.3% 845 $245K
25 LLC 0.10% New 842 $244K
Pinkerton Wealth, LLC 0.04% Reduce -60.0% 841 $244K
Birch Hill Investment Advisors LLC 0.01% Reduce -5.6% 841 $244K
Andina Capital Management, LLC 0.20% Reduce -6.3% 838 $243K
Spectrum Wealth Advisory Group, LLC 0.11% Reduce -10.9% 836 $242K
Willis Investment Counsel 0.02% Add +3.0% 835 $242K
Olde Wealth Management, LLC 0.09% No change 838 $242K
KilterHowling LLC 0.14% Reduce -3.2% 807 $241K
O'Dell Group, LLC 0.05% New 831 $241K
Golden Bell Financial Planning LLC 0.24% — 831 $241K
G2 Capital Management, LLC / Oh 0.07% No change 828 $240K
Ameraudi Asset Management, Inc. 0.13% Reduce -50.0% 826 $239K
Stanley-Laman Group, Ltd. 0.03% Reduce -1.0% 825 $239K
Kickstand Ventures, Llc. 0.06% New 824 $239K
True Freedom Investing, LLC 0.10% — 824 $239K
Smith Anglin Financial, LLC 0.02% New 823 $239K
Schulz Wealth, LTD. 0.18% Reduce -0.6% 822 $238K
Oak Family Advisors, LLC 0.09% No change 821 $238K
Horst & Graben Wealth Management LLC 0.04% Reduce -0.4% 820 $238K
Hobart Private Capital, LLC 0.06% Reduce -1.2% 819 $237K
Bearing Point Capital, LLC 0.05% — 815 $236K
Oxinas Partners, LLC 0.14% Reduce -39.2% 815 $236K
Barnes Pettey Financial Advisors, LLC 0.18% No change 812 $235K
Invictus Private Wealth, LLC 0.02% Add +2.4% 811 $235K
DDD Partners, LLC 0.03% Add +1.4% 810 $235K
Spectrum Investment Advisors, Inc. 0.16% Add +3.1% 808 $234K
Ade, LLC 0.14% Add +0.3% 804 $233K
Insight Wealth Strategies, LLC 0.03% Add +3.6% 804 $233K
Michels Family Financial, LLC 0.21% — 801 $232K
Occidental Asset Management, LLC 0.04% Reduce -38.0% 801 $232K
LGT Financial Advisors LLC 0.51% Reduce -71.5% 801 $232K
Guerra Pan Advisors, LLC 0.17% No change 800 $232K
Selway Asset Management 0.09% No change 800 $232K
Joseph P. Lucia & Associates, LLC 0.10% Add +0.1% 799 $232K
TFC Financial Management, Inc. 0.04% Reduce -14.2% 796 $231K
Shilanski & Associates, Inc. 0.07% New 795 $230K
LVZ, Inc. 0.03% Reduce -8.1% 795 $230K
Perissos Private Wealth Management, LLC 0.17% Add +0.3% 794 $230K
SkyView Investment Advisors, LLC 0.04% Reduce -7.8% 795 $230K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +1.7% 787 $228K
Gator Capital Management, LLC 0.09% New 785 $228K
Oak Grove Capital LLC 0.05% New 784 $227K
MRA Advisory Group 0.12% Add +0.3% 783 $227K
Stonebrook Private Inc. 0.06% Add +7.7% 781 $226K
Alterna Wealth Management, Inc. 0.19% New 780 $226K
Pin Oak Investment Advisors Inc. 0.21% Add +2.6% 799 $226K
Stone House Investment Management, LLC 0.06% Add +0.1% 779 $226K
Consilio Wealth Advisors, LLC 0.09% Add +0.4% 777 $226K
Uncommon Cents Investing LLC 0.07% No change 778 $225K
CJM Wealth Advisers, Ltd. 0.08% Reduce -6.6% 778 $225K
Monarch Capital Management Inc. 0.06% No change 776 $225K
Colonial Trust Co / SC 0.03% No change 775 $225K
Berkshire Asset Management LLC 0.01% New 745 $224K
Home Federal Bank of Tennessee 0.07% Reduce -5.2% 774 $224K
Community Trust & Investment Co. 0.01% No change 774 $224K
Country Trust Bank 0.01% New 773 $224K
Fenimore Asset Management Inc 0.00% No change 773 $224K
Peirce Capital Management, LLC 0.11% Reduce -36.9% 768 $223K
Wharton Business Group, LLC 0.01% No change 765 $222K
Kennedy Investment Group, Inc. 0.10% Add +0.4% 766 $222K
Mindset Wealth Management, LLC 0.08% Add +6.1% 763 $221K
Stewardship Advisors, LLC 0.06% Reduce -0.8% 761 $221K
Watts Gwilliam & Co., LLC 0.05% No change 754 $220K
Missouri Trust & Investment Co 0.08% No change 758 $220K
Brewster Financial Planning LLC 0.17% No change 756 $219K
Excalibur Management Corp. 0.09% New 756 $219K
SRH Advisors, LLC 0.06% Reduce -11.2% 753 $218K
Williamson Legacy Group, LLC 0.15% No change 752 $218K
LongView Asset Management LLC 0.19% — 748 $217K
Shearwater Capital LLC 0.15% No change 747 $216K
Prosperitas Financial LLC 0.11% No change 745 $216K
Sargent Investment Group, LLC 0.04% No change 750 $216K
Ardent Capital Management, Inc. 0.10% No change 744 $216K
Farmers National Bank 0.06% — 742 $215K
Foguth Wealth Management, LLC. 0.06% New 710 $214K
Persium Advisors, LLC 0.21% — 738 $214K
E&G Advisors, LLC 0.06% Add +0.7% 736 $213K
waypoint wealth counsel 0.14% New 734 $213K
Xcel Wealth Management, LLC 0.06% No change 731 $212K
Summit Place Financial Advisors, LLC 0.12% Add +0.7% 730 $212K
Attessa Capital LLC 0.14% — 730 $212K
Triton Financial Group Inc 0.13% Add +0.1% 729 $211K
LVM Capital Management Ltd. 0.02% New 730 $211K
Financial Life Advisors 0.08% Reduce -4.0% 728 $211K
Spectrum Financial Alliance Ltd LLC 0.07% Add +0.3% 728 $211K
Total Wealth Planning & Management, Inc. 0.21% — 727 $211K
Financial Partners Group, LLC 0.09% New 726 $210K
Clarity Capital Partners LLC 0.11% No change 726 $210K
SMART Wealth LLC 0.07% New 724 $210K
Robinson Smith Wealth Advisors LLC 0.18% Reduce -18.2% 723 $210K
Paces Ferry Wealth Advisors, LLC 0.10% New 723 $209K
TCV Trust & Wealth Management, Inc. 0.02% No change 719 $208K
Camarda Financial Advisors, LLC 0.08% New 714 $207K
Campbell Wealth Management 0.02% New 714 $207K
Total Wealth Planning, LLC 0.03% No change 713 $207K
Cottage Street Advisors LLC 0.11% Reduce -28.7% 712 $206K
Bremer Bank National Association 0.04% Reduce -2.5% 712 $206K
Taylor & Morgan Wealth Management, LLC 0.14% Reduce -3.9% 710 $206K
Synergy Financial Group, LTD 0.17% No change 710 $206K
Bull Oak Capital, LLC 0.11% Add +0.1% 707 $205K
Argent Advisors, Inc. 0.08% Reduce -67.0% 706 $205K
Buckhead Capital Management LLC 0.07% New 705 $204K
49 Wealth Management, LLC 0.03% Reduce -18.8% 705 $204K
Correct Capital Wealth Management 0.04% Reduce -10.1% 703 $204K
Lowe Wealth Advisors, LLC 0.09% Add +29.5% 702 $203K
Finward Bancorp 0.18% — 702 $203K
Sightline Wealth Advisors, LLC 0.11% New 702 $203K
Warburton Capital Management, LLC 0.15% — 702 $203K
Frisco Financial Planning LLC 0.20% — 697 $202K
Middleton & Co. Inc. 0.02% Reduce -16.2% 697 $202K
Evernest Financial Advisors, LLC 0.05% New 696 $202K
Goodman Financial Corp 0.04% New 695 $202K
KFG Wealth Management, LLC 0.04% New 693 $201K
SK Wealth Management, LLC 0.10% No change 691 $200K
4Thought Financial Group Inc. 0.12% Add +0.7% 678 $196K
Rise Advisors, LLC 0.09% Add +0.6% 671 $194K
Riggs Asset Managment Co. Inc. 0.05% Reduce -11.5% 662 $193K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -72.1% 657 $190K
Copia Wealth Management 0.18% — 653 $189K
Chesapeake Asset Management LLC 0.17% Reduce -13.5% 646 $187K
Strategic Investment Solutions, Inc. 0.06% Add +135.4% 758 $186K
Wellington Shields & Co., LLC 0.06% Reduce -13.7% 630 $183K
Wintrust Investments LLC 0.16% Reduce -38.6% 610 $177K
Luken Investment Analytics, LLC 0.08% No change 610 $177K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 607 $176K
Evolution Advisers, Inc. 0.10% Add +4.3% 35,035 $175K
Advantage Trust Co 0.10% No change 600 $174K
Legacy Bridge, LLC 0.09% No change 600 $174K
Bray Capital Advisors 0.05% No change 596 $173K
New Wave Wealth Advisors LLC 0.07% New 590 $171K
Stephens Consulting, LLC 0.04% Add +64.0% 587 $170K
Atlatl Advisers LLC 0.10% — 574 $166K
Evergreen Private Wealth LLC 0.08% No change 572 $166K
Moser Wealth Advisors, LLC 0.09% No change 566 $164K
Wolff Wiese Magana LLC 0.11% Add +0.7% 565 $164K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 562 $163K
Stuart Chaussee & Associates, Inc. 0.04% No change 556 $161K
Legacies Wealth LLC 0.12% Reduce -2.8% 556 $161K
First Financial Corp. 0.07% Reduce -11.7% 552 $160K
Global Wealth Strategies & Associates 0.05% Add +0.2% 549 $159K
DHJJ Financial Advisors, Ltd. 0.06% Add +0.2% 545 $158K
NFSG Corp 0.04% New 532 $154K
GW&K Investment Management, LLC 0.00% Add +122.8% 528 $153K
Tower View Wealth Management LLC 0.08% Add +0.6% 526 $153K
Ameritas Investment Partners, Inc. 0.00% Reduce -29.8% 524 $152K
Sound Financial Strategies Group, LLC 0.13% New 521 $151K
one8zero8, LLC 0.03% — 515 $149K
Kiely Wealth Advisory Group, Inc. 0.10% No change 494 $148K
Cornerstone Planning Group LLC 0.04% Reduce -11.1% 491 $146K
Eagle Bay Advisors LLC 0.09% No change 500 $145K
Wellington Shields Capital Management, LLC 0.03% No change 500 $145K
Creekmur Asset Management LLC 0.03% Add +0.2% 479 $139K
American Capital Advisory, LLC 0.07% No change 453 $131K
Darwin Wealth Management, LLC 0.04% Add +66.2% 452 $131K
Mascoma Wealth Management LLC 0.03% Reduce -18.8% 448 $130K
Castleview Partners, LLC 0.07% Reduce -6.9% 448 $130K
Kieckhefer Group LLC 0.08% — 446 $129K
Aventura Private Wealth, LLC 0.07% — 429 $124K
Investors Research Corp 0.03% Reduce -35.6% 425 $123K
Tradewinds Capital Management, LLC 0.03% Add +5.1% 412 $119K
Finley Financial, LLC 0.06% — 405 $119K
Nkcfo LLC 0.05% No change 400 $116K
Provident Wealth Management, LLC 0.04% Reduce -50.0% 400 $116K
Fortis Group Advisors, LLC 0.02% No change 389 $113K
Alexis Investment Partners, LLC 0.05% — 385 $112K
Balefire, LLC 0.04% Reduce -0.3% 372 $108K
Marquette Asset Management, LLC 0.02% No change 371 $108K
Millstone Evans Group, LLC 0.07% — 366 $106K
Clarkston Capital Partners, LLC 0.00% New 365 $106K
CGC Financial Services, LLC 0.04% Add +0.6% 364 $106K
Bay Harbor Wealth Management, LLC 0.03% Add +5.9% 361 $105K
Financial Gravity Companies, Inc. 0.02% Add +0.6% 359 $104K
Winnacle Wealth LLC 0.10% — 357 $103K
Rogco, LP 0.04% No change 355 $103K
Compass Wealth Management LLC 0.02% No change 350 $101K
Founders Financial Alliance, LLC 0.03% Reduce -2.3% 344 $100K
JDM Financial Group LLC 0.05% Add +11.4% 342 $99K
Bellwether Advisors, LLC 0.02% New 342 $99K
Canton Hathaway, LLC 0.02% No change 340 $99K
Horizon Investments, LLC 0.00% New 336 $97K
Punch & Associates Investment Management, Inc. 0.01% Add +11.7% 324 $94K
Richards, Merrill & Peterson, Inc. 0.05% — 323 $94K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $93K
National Bank of Canada 0.00% Reduce -98.1% 305 $88K
Bernard Wealth Management Corp. 0.04% — 304 $88K
Ballast Advisors LLC 0.03% No change 298 $86K
Ulland Investment Advisors, LLC 0.06% Reduce -11.0% 298 $86K
Viewpoint Capital Management LLC 0.04% Reduce -48.0% 295 $86K
Resources Management Corp. /CT/ 0.01% Reduce -1.7% 295 $85K
Activest Wealth Management 0.02% No change 282 $82K
WR Wealth Planners, LLC 0.03% Add +125.2% 277 $80K
Whipplewood Advisors, LLC 0.04% — 264 $77K
Silicon Valley Capital Partners 0.01% Add +1.2% 260 $75K
Raleigh Capital Management Inc. 0.03% Add +66.7% 255 $74K
Motco 0.01% No change 252 $73K
Gen-Wealth Partners Inc 0.03% No change 249 $72K
Sellwood Investment Partners LLC 0.04% — 246 $71K
Westend Capital Management, LLC 0.02% No change 220 $64K
2UniFi Bank 0.04% — 213 $62K
Towne Trust Company, N.A 0.02% New 208 $60K
Paloma Partners Management Co 0.01% New 200 $58K
Noble Wealth Management PBC 0.04% — 187 $54K
Flagship Wealth Advisors, LLC 0.03% — 187 $54K
Arcadia Investment Management Corp. 0.01% No change 185 $54K
1620 Investment Advisors, Inc. 0.04% Add +4.0% 180 $52K
Anderson Financial Strategies, LLC 0.03% — 180 $52K
PSI Advisors, LLC 0.02% No change 180 $52K
Truvestments Capital LLC 0.01% Add +1500.0% 176 $51K
Quantum Capital Management, LLC / NJ 0.01% Reduce -0.6% 169 $49K
Duncker Streett & Co. Inc. 0.01% No change 161 $47K
New England Capital Financial Advisors LLC 0.02% No change 160 $46K
FSC Wealth Advisors, LLC 0.03% No change 155 $45K
Wagner Wealth Management, LLC 0.01% New 153 $44K
FWL Investment Management, LLC 0.02% No change 153 $44K
Promus Capital, LLC 0.03% — 150 $43K
Mattson Financial Services, LLC 0.01% Add +17.2% 150 $42K
Hartford Financial Management Inc. 0.01% No change 146 $42K
Friedenthal Financial 0.02% Add +12.2% 138 $40K
Urban Financial Advisory Corp 0.02% No change 131 $38K
Luminist Capital LLC 0.07% — 130 $38K
Clean Yield Group 0.01% No change 125 $36K
Colony Family Offices, LLC 0.01% No change 123 $36K
MeadowBrook Investment Advisors LLC 0.03% No change 115 $33K
AlphaMark Advisors, LLC 0.01% New 115 $33K
Denver PWM, LLC 0.01% New 113 $33K
Wells Financial Advisors INC 0.04% No change 112 $32K
Valley Wealth Managers, Inc. 0.00% No change 110 $32K
Clark Wealth Partners 0.02% — 101 $29K
Hexagon Capital Partners LLC 0.01% No change 101 $29K
Mountain Hill Investment Partners Corp. 0.03% — 100 $29K
Kozak & Associates, Inc. 0.01% Reduce -3.0% 96 $28K
MTM Investment Management, LLC 0.01% Reduce -5.1% 93 $27K
FLP Wealth Management, LLC 0.07% — 89 $26K
Cordgrass Capital Advisors, LLC 0.01% No change 81 $23K
Bangor Savings Bank 0.00% Add +129.4% 78 $23K
Semmax Financial Advisors Inc. 0.01% Add +1.4% 73 $22K
Godsey & Gibb, Inc. 0.00% No change 76 $22K
Ramirez Asset Management, Inc. 0.00% No change 75 $22K
Mainstream Capital Management LLC 0.01% New 73 $21K
Broadwater Capital Management LLC 0.02% No change 72 $21K
WPG Advisers, LLC 0.02% — 70 $20K
Mb, Levis & Associates, LLC 0.01% No change 67 $19K
Capital A Wealth Management, LLC 0.03% — 64 $19K
Fort Vancouver Investment Management, LLC 0.01% No change 60 $17K
SIMA Wealth Partners, LLC 0.01% New 54 $16K
Innovative Advisory Group, LLC 0.01% — 53 $15K
Hoey Investments, Inc. 0.00% Reduce -32.0% 51 $15K
Harris Associates (Oakmark Funds) 0.00% No change 50 $14K
Pathway Financial Advisers, LLC 0.00% No change 46 $13K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 44 $13K
City State Bank 0.00% Add +230.8% 43 $12K
PFS Partners, LLC 0.01% No change 42 $12K
WestEnd Advisors, LLC 0.00% No change 39 $11K
Chelsea Counsel Co. 0.01% No change 36 $10K
Minot DeBlois Advisors LLC 0.01% — 35 $10K
PayPay Securities Corp 0.44% Add +218.2% 35 $10K
Wiser Advisor Group LLC 0.01% No change 34 $10K
Guardian Wealth Management, Inc. 0.01% No change 33 $9K
Financial Life Planners 0.01% — 30 $9K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $7K
Bank & Trust Co 0.01% No change 21 $6K
TCTC Holdings, LLC 0.00% No change 20 $6K
Game Plan Financial Advisors, LLC 0.00% Reduce -22.7% 17 $5K
Atticus Wealth Management, LLC 0.00% Reduce -93.9% 14 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Perritt Capital Management Inc 0.00% Add +50.0% 12 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $3K
Legend Financial Advisors, Inc. 0.00% New 6 $2K
Lanark Financial, Inc. 0.15% — 5 $2K
New Millennium Group LLC 0.00% No change 3 $923
Capital & Planning, LLC 0.00% — 3 $869

"% 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.