VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q1 2025 (March 31)
3,162holders −15
116new positions
112sold out
6famous investors
$270.48avg. 13F price*

At the end of Q1 2025, 3,162 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, down 15 from Q4 2024. 116 opened new positions and 112 sold out. The largest holders were Vanguard Group Inc. ($15.4B), Rakuten Investment Management, Inc. ($12.4B) and Betterment LLC ($7.2B). 6 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions116$345.6M
Exits112$269.7M

All 13F filers, Q4 2024 → Q1 2025: 22,029,064 shares bought and 15,158,133 shares sold, net +6,870,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,162 holders

Vanguard Group Inc. 0.28% Add +4.1% 55,916,401 $15.4B
Rakuten Investment Management, Inc. 56.90% — 45,463,779 $12.4B
Betterment LLC 17.01% Reduce -3.2% 26,094,613 $7.2B
Wealthfront Advisers LLC 11.78% Add +2.2% 15,971,439 $4.4B
Morgan Stanley 0.26% Add +4.4% 13,389,185 $3.7B
Bank of America Corp. 0.32% Add +0.1% 13,174,684 $3.6B
LPL Financial LLC 1.39% Add +0.7% 12,996,720 $3.6B
WealthNavi Inc. 35.04% Add +3.1% 11,457,212 $3.1B
Northern Trust Corp. 0.40% Add +4.0% 9,763,667 $2.7B
HB Wealth Management, LLC 18.71% Add +7.4% 8,458,435 $2.2B
Allworth Financial LP 12.41% Add +1.6% 8,183,514 $2.2B
Creative Planning 1.69% Reduce -1.2% 6,539,772 $1.8B
Envestnet Asset Management Inc. 0.53% Reduce -5.8% 6,033,670 $1.7B
Wells Fargo & Company 0.39% Reduce -0.0% 5,884,806 $1.6B
Ballentine Partners, LLC 27.90% Reduce -0.6% 5,856,519 $1.6B
Forvis Mazars Wealth Advisors, LLC 29.39% Add +5.4% 4,458,757 $1.2B
JPMorgan Chase & Co. 0.09% Add +21.1% 4,424,403 $1.2B
Royal Bank of Canada 0.27% Add +59.7% 4,370,813 $1.2B
UBS Group AG 0.25% Reduce -2.1% 4,162,331 $1.1B
Nissay Asset Management Corp. /Japan 7.05% No change 3,944,205 $1.1B
Sequoia Financial Advisors, LLC 7.34% Add +7.8% 3,458,636 $950.6M
Raymond James Financial Inc. 0.33% Add +2.8% 3,144,830 $864.3M
National Mutual Insurance Federation of Agricultural Cooperatives 6.63% No change 2,686,800 $738.4M
SCS Capital Management LLC 8.98% Add +21.4% 2,567,844 $705.7M
Commonwealth Equity Services, LLC 1.00% Add +12.0% 2,560,845 $703.8M
PNC Financial Services Group, Inc. 0.37% Add +4.7% 2,549,338 $700.7M
Ameriprise Financial Inc. 0.18% Add +1.8% 2,441,886 $669.5M
Goldman Sachs Group Inc. 0.12% Add +18.7% 2,343,117 $644.0M
Cetera Investment Advisers 1.23% Add +4.0% 2,310,153 $634.9M
Wealthspire Advisors, LLC 3.72% Add +97.7% 2,266,924 $623.0M
US Bancorp \de 0.81% Add +0.5% 2,217,078 $609.3M
Bank of New York Mellon Corp 0.12% Reduce -16.7% 2,158,878 $593.3M
Cambridge Investment Research Advisors, Inc. 1.86% Add +1.3% 2,007,919 $551.9M
Brown Advisory Inc. 0.74% Reduce -3.6% 1,881,221 $517.0M
Facet Wealth, Inc. 12.80% Reduce -5.5% 1,782,954 $494.3M
State of New Jersey Common Pension Fund D 2.12% Reduce -2.7% 1,714,970 $471.3M
State of Tennessee, Department of Treasury 1.75% Add +4.7% 1,661,421 $456.6M
Osaic Holdings, Inc. 1.02% Add +14.9% 1,657,576 $455.8M
Mariner, LLC 0.75% Add +2.6% 1,631,814 $448.4M
Cerity Partners LLC 0.92% Add +3.6% 1,630,879 $448.2M
HighTower Advisors, LLC 0.60% Reduce -0.2% 1,618,346 $444.8M
Empower Advisory Group, LLC 1.39% Reduce -6.9% 1,553,459 $427.0M
Summit Financial, LLC 11.70% Add +2.3% 1,517,901 $417.2M
Savant Capital, LLC 3.37% Reduce -30.6% 1,449,571 $398.4M
Patriot Investment Management Group, Inc. 29.82% Add +1.0% 1,444,787 $397.1M
Mercer Global Advisors Inc. 0.87% Add +17.3% 1,384,395 $380.3M
Balyasny Asset Management L.P. 0.94% Add +66.8% 1,344,381 $369.5M
Ellevest, Inc. 23.73% Reduce -13.4% 1,295,525 $356.1M
Foster Group, Inc. 13.11% Add +1.6% 1,274,391 $350.3M
Prime Capital Investment Advisors, LLC 4.00% Reduce -0.7% 1,246,448 $342.6M
Wealthcare Capital Management LLC 34.37% Reduce -4.3% 1,233,069 $338.9M
Truepoint, Inc. 9.17% Reduce -1.1% 1,230,413 $338.2M
FMR LLC 0.02% Add +8.7% 1,178,714 $324.0M
Sageworth Trust Co 20.12% Reduce -3.3% 1,177,538 $323.6M
Corient Private Wealth LP 0.51% Reduce -19.9% 1,132,614 $311.3M
Vista Capital Partners, Inc. 37.76% Reduce -0.4% 1,131,593 $311.0M
Focus Partners Wealth 0.77% Reduce -19.9% 1,122,829 $308.6M
Private Advisor Group, LLC 1.85% Reduce -48.9% 1,115,124 $306.5M
Wealth Enhancement Advisory Services, LLC 0.56% Add +5.7% 1,070,903 $294.3M
Ritholtz Wealth Management 8.74% Add +27.5% 1,064,573 $292.6M
Novo Holdings A/S 21.71% No change 1,038,550 $285.4M
Capstone Financial Advisors, Inc. 16.60% Add +1.1% 960,904 $264.1M
Symetra Investment Management Co 64.04% Add +18.1% 947,140 $260.3M
NorthCoast Asset Management LLC 1.25% Add +0.1% 902,865 $248.1M
First Business Financial Services, Inc. 24.39% Add +2.7% 902,459 $248.0M
Bank of Montreal 0.13% Reduce -5.0% 897,227 $246.6M
Tiaa Trust, National Association 0.77% Reduce -1.6% 896,014 $246.3M
Gibson Capital, LLC 51.39% Reduce -2.4% 888,197 $244.1M
Northwestern Mutual Wealth Management Co. 0.20% Reduce -1.1% 887,462 $243.9M
Caprock Group, LLC 7.29% Reduce -3.8% 869,795 $239.1M
Cresset Asset Management, LLC 1.17% Reduce -1.2% 849,423 $233.5M
Citigroup Inc. 0.17% Add +0.6% 831,598 $228.6M
Moss Adams Wealth Advisors LLC 23.86% Add +5.4% 824,580 $226.6M
Lincoln National Corp. 7.28% Reduce -0.4% 822,449 $226.0M
Stephens Inc. 3.29% Reduce -4.1% 817,618 $224.7M
Oxford Financial Group, LTD. LLC 15.56% Add +10.9% 807,222 $221.9M
Investure, LLC 14.36% Add +1.4% 790,401 $217.2M
Hardy Reed LLC 18.77% Add +3.0% 774,474 $212.9M
Baird Financial Group, Inc. 0.40% Add +10.5% 759,147 $208.6M
N.E.W. Advisory Services LLC 15.86% Add +23.4% 754,019 $207.2M
Tidal Investments LLC 1.73% Add +6.6% 742,994 $204.2M
Verus Financial Partners, Inc. 22.44% Add +1.1% 746,116 $196.7M
Cabot-Wellington, LLC 70.74% Reduce -0.9% 698,547 $192.0M
Stifel Financial Corp. 0.20% Add +0.9% 689,029 $189.4M
Truist Financial Corp. 0.30% Add +8.3% 685,224 $188.3M
Pathstone Holdings, LLC 0.81% Add +12.5% 677,420 $186.1M
Ieq Capital, LLC 1.48% Add +136.5% 676,280 $185.9M
Captrust Financial Advisors 0.46% Add +10.5% 666,306 $183.1M
Two Sigma Investments, LP 0.41% Reduce -10.8% 663,327 $182.3M
Rebalance, LLC 13.33% Add +1.8% 658,888 $181.1M
Agf Management Ltd. 0.93% Add +0.1% 641,133 $176.0M
SBI Securities Co., Ltd. 5.87% Reduce -1.1% 640,417 $176.0M
Envestnet Portfolio Solutions, Inc. 0.67% Reduce -34.0% 634,954 $174.5M
Boston Standard Wealth Management, LLC 37.80% Reduce -3.0% 642,752 $171.9M
Provida Pension Fund Administrator 3.41% Reduce -42.6% 615,248 $169.0M
Rockefeller Capital Management L.P. 0.42% Add +3.8% 614,167 $168.8M
AQR Capital Management 0.17% Add +33.6% 610,711 $167.8M
Allen Investment Management, LLC 1.94% Reduce -0.1% 605,653 $166.5M
Trilogy Capital Inc. 8.73% Add +238.9% 605,509 $166.4M
Plancorp, LLC 6.48% Add +16.7% 594,756 $163.5M
Vestmark Advisory Solutions, Inc. 4.15% Add +10.3% 586,485 $161.2M
Sendero Wealth Management, LLC 22.09% Add +9.1% 579,090 $159.2M
PrairieView Partners, LLC 16.24% Reduce -1.2% 566,206 $155.6M
Evoke Wealth, LLC 4.04% Add +2.5% 563,450 $154.9M
Cambridge Associates LLC /Ma/ 4.43% Add +0.4% 561,534 $154.3M
D.A. Davidson & Co. 1.23% Add +4.8% 557,902 $153.3M
Legacy Private Trust Co. 10.34% Add +6.6% 547,403 $150.4M
Chai Trust Co. LLC 9.11% Add +0.5% 533,847 $146.7M
Cardinal Point Capital Management ULC 13.46% Add +0.7% 532,928 $146.5M
AlTi Global, Inc. 3.83% Reduce -0.9% 531,912 $146.2M
Kestra Advisory Services, LLC 0.71% Reduce -21.3% 529,748 $145.6M
VestGen Advisors, LLC 6.57% — 525,566 $144.4M
Orion Porfolio Solutions, LLC 1.42% Add +2.8% 525,477 $144.4M
Orion Portfolio Solutions, LLC 1.42% Add +2.8% 525,477 $144.4M
Compass Ion Advisors, LLC 16.49% Add +2.2% 509,210 $140.0M
Glenmede Trust Co. NA 0.75% Reduce -6.0% 509,067 $139.9M
Cardiff Park Advisors, LLC 13.25% Add +2.7% 498,059 $136.9M
Zhang Financial LLC 7.10% Add +4.2% 488,385 $134.2M
Gallagher Fiduciary Advisors, LLC 4.41% Add +19132.8% 488,320 $134.2M
Lindbrook Capital, LLC 12.35% Add +1.3% 487,325 $133.9M
Moneta Group Investment Advisors LLC 1.84% Add +37.2% 484,613 $133.2M
RW Investment Management LLC 16.23% Reduce -2.3% 480,359 $132.0M
TruWealth Advisors, LLC 7.95% Reduce -9.6% 479,273 $131.7M
Joel Isaacson & Co., LLC 5.90% Add +5.2% 473,613 $130.2M
Tanglewood Wealth Management, Inc. 14.55% Reduce -27.9% 470,705 $129.4M
Beacon Wealthcare LLC 51.74% Add +1.4% 462,848 $127.2M
Beacon Investment Advisory Services, Inc. 5.94% Add +2.0% 462,156 $127.0M
Towneley Capital Management, Inc / DE 29.59% Add +4.9% 460,228 $126.5M
West Virginia University Foundation, Inc 42.88% Add +4.0% 457,337 $125.7M
CoreCap Advisors, LLC 5.39% Add +0.4% 445,644 $122.5M
Alps Advisors Inc. 0.70% Add +0.7% 442,342 $121.6M
Oakwell Private Wealth Management, LLC 33.52% Add +4.7% 441,731 $121.4M
MML Investors Services, LLC 0.40% Add +0.0% 440,978 $121.2M
Topsail Wealth Management, LLC 24.38% Add +3.2% 436,061 $119.8M
Wilmington Savings Fund Society, FSB 2.23% Add +0.7% 433,914 $119.3M
Diversified Portfolios, Inc. 12.53% Add +4.3% 433,489 $119.1M
First National Bank & Trust Co. of Newtown 24.88% Add +0.8% 430,606 $118.3M
Focus Partners Advisor Solutions, LLC 1.78% Add +32.5% 426,374 $117.2M
Jones Financial Companies LLLP 0.10% Add +22.0% 418,272 $114.5M
Sei Investments Co. 0.15% New 416,422 $114.4M
Lhm, Inc. 37.77% Reduce -1.7% 414,551 $113.9M
Taiyo Life Insurance Co. 10.12% No change 410,800 $112.9M
Elm Partners Management LLC 7.17% Reduce -54.8% 405,360 $111.4M
Sage Mountain Advisors LLC 8.05% Add +5.3% 397,465 $109.2M
Lido Advisors, LLC 0.65% Reduce -2.6% 394,083 $108.3M
Global Endowment Management, LP 14.04% Add +15.8% 393,124 $108.0M
Apella Capital, LLC 3.65% Add +19.3% 396,108 $106.3M
Roble, Belko & Company, Inc 16.91% Add +0.3% 385,697 $106.0M
Avalon Advisory Group 49.10% Reduce -2.9% 379,212 $104.2M
Astoria Strategic Wealth, Inc. 30.47% Add +1.9% 377,067 $103.6M
Revolve Wealth Partners, LLC 14.82% Reduce -0.3% 372,886 $102.5M
Wealthcare Advisory Partners LLC 2.73% Add +6.5% 370,702 $101.9M
Efficient Advisors, LLC 6.61% Reduce -0.7% 369,452 $101.5M
Landaas & Co. /Wi 27.75% Reduce -0.5% 365,227 $100.4M
D'Orazio & Associates, Inc. 15.22% Add +5.0% 363,202 $99.8M
NewSquare Capital LLC 8.08% Add +3.1% 368,824 $99.1M
MAI Capital Management 0.75% Reduce -5.1% 359,443 $98.8M
Zions Bancorporation, National Association 6.17% — 355,898 $97.8M
NewEdge Advisors, LLC 0.58% Add +8.0% 353,786 $97.2M
Bank of Hawaii 5.58% Add +4.7% 353,392 $97.1M
Cliffwater LLC 25.18% Reduce -0.1% 350,519 $96.3M
Merit Financial Group, LLC 1.40% Add +26.8% 340,859 $93.7M
Seaside Wealth Management, Inc. 33.37% Add +1.7% 340,337 $93.5M
Parkwood LLC 9.12% No change 338,846 $93.1M
Equitable Holdings, Inc. 0.88% Add +11.5% 337,573 $92.8M
HRT Financial LP 0.59% Add +3.3% 337,123 $92.7M
Financial Engines Advisors L.L.C. 0.20% Reduce -1.9% 336,973 $92.6M
Mission Wealth Management, LP 2.29% Add +0.2% 332,335 $91.3M
Rainwater Charitable Foundation 59.21% Add +7.1% 329,869 $90.7M
CENTRAL TRUST Co 2.23% Reduce -2.3% 329,573 $90.6M
Fifth Third Bancorp 0.34% Reduce -2.4% 326,855 $89.8M
Kinsale Capital Group, Inc. 22.06% No change 326,312 $89.7M
Stuart Investment Advisors, Inc. 50.07% Reduce -0.7% 322,721 $88.7M
CIBC Private Wealth Group LLC 0.19% Add +4.4% 362,166 $88.3M
Segment Wealth Management, LLC 5.97% Add +4.1% 321,022 $88.2M
Omnia Family Wealth, LLC 36.53% Reduce -0.4% 317,733 $87.3M
Wedmont Private Capital 4.47% Reduce -0.9% 333,135 $87.2M
Beacon Pointe Advisors, LLC 0.98% Reduce -1.6% 316,131 $86.9M
GeoWealth Management, LLC 3.44% Add +0.2% 311,877 $85.7M
Yarbrough Capital, LLC 3.67% No change 310,912 $85.5M
Regions Financial Corp. 0.63% Reduce -15.2% 306,964 $84.4M
Briaud Financial Planning Inc 33.47% Add +2.6% 306,507 $84.2M
HUB Investment Partners, LLC 3.39% Add +0.3% 305,293 $83.9M
SAM Advisors, LLC 31.08% Reduce -2.1% 301,826 $83.0M
AEGON USA Investment Management, LLC 88.68% Reduce -1.1% 300,339 $82.5M
GM Advisory Group, LLC 4.44% Add +5.5% 298,999 $82.2M
GP Brinson Investments LLC 35.66% Reduce -8.1% 295,999 $81.4M
BIP Wealth, LLC 5.24% Add +7.4% 292,320 $80.3M
Assetmark, Inc. 0.22% Reduce -15.4% 290,076 $79.7M
Comerica Bank 0.33% Add +4.7% 288,399 $79.3M
Modern Wealth Management, LLC 2.52% Add +252.9% 286,290 $78.7M
Brighton Jones LLC 2.49% Reduce -10.4% 282,525 $77.6M
Morningstar Investment Services LLC 14.16% Reduce -42.8% 281,306 $77.3M
Composition Wealth, LLC 1.55% Add +3.3% 281,118 $77.3M
Heck Capital Advisors, LLC 8.60% Add +1.6% 278,262 $76.5M
AMG National Trust Bank 2.12% Reduce -0.7% 275,050 $75.6M
Circle Wealth Management, LLC 1.74% Reduce -3.0% 273,832 $75.3M
Gleason Group, Inc. 13.57% Add +3.0% 273,361 $75.1M
Becker Capital Management Inc. 2.47% Reduce -0.1% 272,668 $74.9M
Golden Reserve Retirement LLC 29.75% — 272,201 $74.8M
Stash Investments, LLC 39.40% Add +9.8% 267,666 $73.6M
Waverly Advisors, LLC 0.90% Add +8.2% 267,536 $73.5M
Avantax Advisory Services, Inc. 0.45% Add +3.7% 267,423 $73.5M
Sunesis Advisors, LLC 39.49% Reduce -1.7% 264,854 $72.8M
Blair William & Co. 0.22% Add +0.0% 264,407 $72.7M
GSG Advisors LLC 23.60% Add +2.5% 267,656 $71.9M
Nadler Financial Group, Inc. 7.92% Reduce -1.1% 260,061 $71.5M
TD Capital Management LLC 7.22% Reduce -1.0% 259,320 $71.3M
SYM FINANCIAL Corp 8.63% Add +7.5% 254,948 $70.1M
Garde Capital, Inc. 3.98% Add +0.3% 252,617 $69.4M
Regent Peak Wealth Advisors LLC 16.30% Add +0.8% 251,292 $69.1M
Luminvest Wealth Management LLC 28.36% Add +0.6% 250,375 $68.8M
Country Club Bank 4.61% Add +4.2% 250,658 $68.5M
Cherrydale Wealth Management, LLC 26.62% Reduce -1.0% 244,914 $67.3M
University of Massachusetts Foundation, Inc. 37.42% Reduce -6.5% 242,779 $66.7M
KMT Wealth Management, LLC 45.25% Add +42.8% 240,210 $66.0M
Baker Ellis Asset Management LLC 9.44% Reduce -2.5% 238,024 $65.4M
Haverford Trust Co 0.65% Add +8.2% 236,290 $64.9M
Bessemer Group Inc. 0.12% Reduce -2.1% 235,424 $64.7M
Pinnacle Associates Ltd. 0.95% Add +2.6% 234,720 $64.5M
Shade Tree Advisors LLC 63.85% Reduce -0.6% 234,370 $64.4M
St. Louis Trust Co 9.27% Reduce -1.6% 232,755 $64.0M
Twin Focus Capital Partners, LLC 9.89% Reduce -10.6% 231,662 $63.7M
Beacon Capital Management, LLC 8.48% Reduce -5.5% 228,389 $62.8M
MorganRosel Wealth Management, LLC 19.01% Add +2.6% 227,910 $62.6M
Jaffetilchin Investment Partners, LLC 4.52% Reduce -0.3% 226,821 $62.3M
Morningstar Investment Management LLC 5.25% Reduce -8.2% 224,276 $61.6M
Prospera Capital Management, LLC 39.71% Add +4.4% 224,051 $61.6M
Northstar Group, Inc. 10.36% Add +7.8% 222,356 $61.1M
KCM Investment Advisors LLC 2.21% Add +0.2% 222,056 $61.0M
Baker Avenue Asset Management, LP 1.90% Add +4.1% 220,842 $60.7M
Operose Advisors LLC 20.05% Add +3.0% 220,185 $60.5M
Janney Montgomery Scott LLC 0.17% Add +0.7% 220,013 $60.5M
Hassell Wealth Management, LLC 25.75% Add +2.9% 228,440 $60.3M
Wade Financial Advisory, Inc 20.59% Add +0.3% 218,644 $60.1M
Stratos Wealth Partners, LTD. 0.92% Add +1.4% 218,303 $60.0M
Abacus Planning Group, Inc. 10.49% Add +1.0% 217,815 $59.9M
Hirtle & Co., LLC 2.71% Add +24.8% 216,867 $59.6M
First Bank & Trust 11.53% No change 216,594 $59.5M
ETF Portfolio Partners, Inc. 17.89% Add +1.6% 216,270 $59.4M
Tanager Wealth Management LLP 7.73% Reduce -40.6% 216,132 $59.4M
Independent Order of Foresters 41.73% No change 213,865 $58.8M
Everhart Financial Group, Inc. 8.03% Add +63.6% 213,645 $58.7M
Bailard, Inc. 1.51% Reduce -3.6% 213,498 $58.7M
Litman Gregory Wealth Management LLC 5.03% Reduce -4.1% 213,491 $58.7M
Constellation Investments, Inc. 2.75% Add +339.6% 211,000 $58.0M
Quantinno Capital Management LP 0.38% Add +92.6% 210,752 $57.9M
Unconventional Investor, LLC 33.87% Reduce -1.1% 208,417 $57.3M
Hanover Advisors Inc. 24.58% Reduce -0.6% 206,240 $56.7M
Choreo, LLC 0.88% Reduce -7.7% 205,867 $56.6M
Evensky & Katz LLC 3.79% Add +1.8% 205,582 $56.5M
Clarius Group, LLC 3.52% Reduce -0.1% 204,144 $56.1M
Commerce Bank 0.36% Add +2.8% 203,097 $55.8M
Park Avenue Securities LLC 0.69% Reduce -0.9% 202,762 $55.7M
Alliancebernstein L.P. 0.02% Add +8.6% 202,594 $55.7M
Libra Wealth LLC 20.76% Add +5.5% 201,336 $55.3M
Cedar Wealth Management, LLC 19.66% Reduce -0.5% 201,071 $55.3M
Prentice Wealth Management LLC 15.61% Reduce -4.2% 196,780 $54.1M
EP Wealth Advisors, LLC 0.43% Add +3.8% 195,300 $53.7M
WBH Advisory Inc. 4.98% Add +8.2% 194,392 $53.4M
University of Maryland Foundation, Inc. 34.06% No change 194,208 $53.4M
Wellspring Financial Advisors, LLC 5.93% Reduce -0.2% 6,177,964 $53.3M
Main Street Financial Solutions, LLC 4.60% Reduce -5.9% 192,827 $53.0M
Monterey Private Wealth, Inc. 15.58% Add +6.3% 192,454 $52.9M
Smith, Moore & Co. 4.84% Add +2.9% 190,178 $52.3M
Axos Invest Inc. 40.32% Reduce -3.3% 189,322 $52.0M
Atria Wealth Solutions, Inc. 0.62% Reduce -0.4% 188,383 $51.8M
Integrated Wealth Concepts LLC 0.59% Reduce -1.4% 184,097 $50.6M
Greenline Partners, LLC 7.28% Reduce -99.8% 354 $50.4M
Level Wealth Management LLC 32.67% Add +14.6% 181,650 $49.9M
Modera Wealth Management, LLC 0.67% Reduce -0.6% 181,166 $49.8M
Bridgewater Advisors Inc. 4.30% Add +12.6% 182,405 $49.7M
OneDigital Investment Advisors LLC 0.59% Reduce -6.9% 180,813 $49.7M
Asset Allocation & Management Company, LLC 25.02% Add +8.5% 179,812 $49.4M
Johnson Financial Group, LLC 5.19% Reduce -1.1% 179,092 $49.2M
Steward Partners Investment Advisory, LLC 0.43% Add +3.4% 178,073 $48.9M
Magnolia Wealth Management, LLC 34.89% Reduce -0.7% 177,004 $48.6M
Arlington Trust Co LLC 10.29% Reduce -12.9% 176,570 $48.5M
North Star Asset Management Inc. 2.21% Add +0.0% 176,216 $48.4M
Proffitt & Goodson Inc. 7.89% Reduce -0.9% 174,403 $47.9M
Invst, LLC 6.49% Add +2124.0% 173,093 $47.6M
Sanctuary Advisors, LLC 0.33% Reduce -17.1% 169,352 $46.5M
Battery Global Advisors, LLC 25.84% Add +6.9% 168,537 $46.3M
Winthrop Advisory Group LLC 5.57% Reduce -1.9% 168,524 $46.3M
AllGen Financial Advisors, Inc. 13.67% Add +62.8% 168,071 $46.2M
Prudent Man Advisors, LLC 16.78% Add +1.1% 167,842 $46.1M
Wooster Corthell Wealth Management, Inc. 9.41% Add +1.1% 167,335 $46.0M
Affiance Financial, LLC 10.66% Reduce -0.1% 166,545 $45.8M
National Philanthropic Trust 0.74% Add +9.3% 166,062 $45.6M
Ashford Advisors, LLC 11.30% Reduce -3.8% 164,491 $45.2M
Nicholas Hoffman & Company, LLC. 1.71% Reduce -20.0% 164,159 $45.1M
Kearns & Associates LLC 29.19% Add +5.5% 163,764 $45.0M
Smith & Howard Wealth Management, LLC 12.14% Reduce -1.6% 161,631 $44.4M
Howe & Rusling Inc. 3.73% Add +11.0% 161,365 $44.3M
Wood Tarver Financial Group, LLC 14.39% Add +3.8% 160,734 $44.2M
Obsido Oy 37.73% Add +8.4% 160,220 $44.0M
Evanson Asset Management, LLC 3.12% Reduce -0.2% 159,899 $43.9M
Pennington Partners & Co., LLC 25.18% Reduce -12.8% 159,881 $43.9M
Hemington Wealth Management 6.81% Reduce -6.4% 159,688 $43.9M
LaSalle St. Investment Advisors, LLC 10.28% Add +1013.7% 158,694 $43.6M
Bell Bank 2.35% Add +1783.3% 158,685 $43.6M
Tumwater Wealth Management, LLC 22.73% Reduce -0.1% 158,536 $43.6M
IFG Advisory, LLC 2.41% Reduce -4.0% 158,482 $43.6M
JMG Financial Group, Ltd. 1.47% Reduce -1.1% 158,350 $43.5M
Linscomb Wealth, Inc. 2.17% Reduce -1.1% 158,344 $43.5M
Flputnam Investment Management Co. 0.81% Add +9.5% 157,170 $43.2M
Laird Norton Wetherby Trust Company, LLC 6.90% Reduce -29.5% 156,151 $42.9M
BostonPremier Wealth LLC 26.53% Add +0.7% 155,486 $42.7M
Bison Wealth, LLC 3.98% Add +32.1% 155,160 $42.6M
Rwa Wealth Partners, LLC 0.53% Add +19.8% 154,195 $42.4M
Wrenne Financial Planning LLC 22.46% Add +7.5% 153,814 $42.3M
Principal Financial Group Inc. 0.02% Add +3.8% 153,801 $42.3M
Optas, LLC 7.33% Add +104.3% 153,182 $42.1M
Family CFO Inc 22.88% Add +1.6% 151,734 $41.7M
Tennessee Valley Asset Management Partners 6.80% Add +0.2% 151,723 $41.7M
Bartlett & Co. Wealth Management LLC 0.61% Add +2.5% 151,501 $41.6M
Altus Wealth Management, LLC 19.46% Reduce -0.6% 151,227 $41.6M
Bordeaux Wealth Advisors LLC 7.68% Reduce -0.7% 150,975 $41.5M
Rosenberg Matthew Hamilton 10.38% Reduce -2.1% 150,537 $41.4M
Cypress Capital, LLC 11.91% Add +0.0% 150,384 $41.3M
Raffa Wealth Management, LLC 9.40% Add +8.3% 150,240 $41.3M
Parallel Advisors, LLC 0.93% Reduce -1.0% 149,712 $41.1M
Balentine LLC 1.72% Add +13.5% 149,220 $41.0M
North Star Investment Management Corp. 2.94% Reduce -0.3% 146,801 $40.3M
Red Wave Investments LLC 14.44% Reduce -2.3% 146,466 $40.3M
WealthPlan Investment Management, LLC 3.96% Add +21.8% 146,241 $40.2M
Auto-Owners Insurance Co 1.06% Add +2201.4% 842,316 $40.1M
Robertson Stephens Wealth Management, LLC 1.50% Add +3.1% 145,865 $40.1M
REDW Wealth LLC 14.83% Reduce -7.8% 144,927 $39.8M
Baron Silver Stevens Financial Advisors, LLC 6.93% Reduce -5.3% 144,210 $39.6M
Cwm, LLC 0.16% Add +0.0% 143,833 $39.5M
FRG Family Wealth Advisors LLC 7.60% Reduce -3.5% 143,167 $39.3M
Equita Financial Network, Inc. 13.71% Add +6.7% 142,782 $39.2M
White Wing Wealth Management 30.49% Add +1.7% 151,271 $39.1M
Karpus Management, Inc. 1.27% Reduce -1.3% 142,072 $39.0M
REAP Financial Group, LLC 9.55% Add +10.5% 140,257 $38.5M
Flagship Harbor Advisors, LLC 2.02% Reduce -2.2% 140,128 $38.5M
Pacific Center for Financial Services 10.21% Reduce -1.0% 140,049 $38.5M
Victory Capital Management Inc. 0.04% Reduce -8.9% 139,378 $38.3M
Clearstead Advisors, LLC 0.59% Add +10.2% 139,093 $38.2M
B.O.S.S. Retirement Advisors, LLC 11.08% Add +8.1% 138,963 $38.2M
Manske Wealth Management 14.30% Add +13.5% 137,651 $37.8M
Gibson Wealth Advisors LLC 30.29% Add +1.2% 137,371 $37.8M
Seeds Investor LLC 10.50% Add +2.5% 136,161 $37.4M
OLIO Financial Planning 12.82% Reduce -6.5% 134,946 $37.1M
First Western Trust Bank 1.78% Add +0.0% 134,922 $37.1M
O'Brien Wealth Partners LLC 6.90% Reduce -1.6% 134,790 $37.0M
VERITY Wealth Advisors 27.26% Add +0.1% 133,844 $36.8M
Independent Financial Group, LLC 1.26% Add +3.7% 133,343 $36.6M
Tide Cove Capital Partners LLC 31.86% Add +0.2% 133,231 $36.6M
Principal Securities, Inc. 0.82% No change 126,084 $36.5M
Caliber Wealth Management, LLC / KS 4.98% — 132,729 $36.5M
jvl associates llc 14.56% Reduce -0.1% 131,266 $36.1M
Concurrent Investment Advisors, LLC 0.87% Reduce -8.9% 130,164 $35.8M
United Capital Financial Advisors, LLC 0.30% Reduce -3.6% 128,132 $35.2M
Brookwood Investment Group LLC 6.03% — 127,685 $35.1M
CGN Advisors LLC 3.43% Add +3.8% 127,411 $35.0M
Annex Advisory Services, LLC 0.99% Reduce -4.0% 127,010 $34.9M
Mallini Complete Financial Planning LLC 36.25% New 126,338 $34.7M
Diversified Trust Co. 0.86% Add +1.4% 126,194 $34.7M
Capitol Family Office, Inc. 49.03% Reduce -6.5% 126,074 $34.7M
Breed's Hill Capital LLC 18.62% No change 125,595 $34.5M
Telos Capital Management, Inc. 3.75% Reduce -0.9% 125,245 $34.4M
Opus Investment Management Inc. 24.49% Add +21.4% 125,023 $34.4M
Brooklyn FI, LLC 10.50% Add +4.2% 112,924 $34.0M
BCM Advisors, LLC 7.68% Add +0.2% 121,523 $33.9M
Allegiance Financial Group Advisory Services LLC 10.23% Add +7.7% 122,382 $33.6M
PFG Advisors 1.88% Reduce -5.7% 122,375 $33.6M
First PREMIER Bank 8.53% Add +2.2% 122,246 $33.6M
Breakwater Investment Management 14.20% Add +0.5% 120,969 $33.2M
New England Private Wealth Advisors LLC 5.12% Add +2.0% 120,417 $33.1M
Dynamic Advisor Solutions LLC 1.09% New 120,222 $33.0M
Penney Financial, LLC 21.42% Add +3.6% 118,688 $32.6M
Compass Financial Group, INC 6.16% Reduce -1.8% 118,522 $32.6M
Wick Capital Partners, LLC 9.72% Add +1.7% 118,445 $32.6M
One Degree Advisors Inc 13.33% Add +1.0% 117,766 $32.4M
Roger Wittlin Investment Advisory, LLC 18.91% Reduce -3.6% 117,549 $32.3M
Cozad Asset Management Inc. 3.21% Add +2.9% 116,963 $32.1M
Pinnacle Wealth Management Advisory Group, LLC 2.99% Add +3.6% 116,759 $32.1M
Scissortail Wealth Management, LLC 8.20% Reduce -15.8% 116,188 $31.9M
Valmark Advisers, Inc. 0.48% Add +1.9% 115,946 $31.9M
Perigon Wealth Management, LLC 0.82% Reduce -3.0% 115,893 $31.9M
Townsquare Capital LLC 0.34% Reduce -4.0% 115,716 $31.8M
LJI Wealth Management, LLC 6.33% Reduce -0.8% 115,585 $31.8M
Liberty Capital Management, Inc. 7.05% Reduce -0.5% 115,248 $31.7M
Weinberger Asset Management, Inc 13.50% Reduce -1.0% 114,506 $31.5M
Pure Financial Advisors, LLC 0.65% Reduce -3.5% 113,694 $31.2M
M&T Bank Corp 0.11% Add +63.5% 113,475 $31.2M
Susquehanna International Group, LLP 0.05% Add +436.8% 113,464 $31.2M
Morling Financial Advisors, LLC 10.64% Add +4.1% 112,408 $30.9M
Fifth Third Securities, Inc. 2.59% Add +0.8% 111,798 $30.7M
Bfsg, LLC 3.73% Add +7.7% 111,614 $30.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.66% Add +0.7% 111,789 $30.6M
LPF Advisors LLC 24.99% Add +5.8% 111,082 $30.5M
Coldstream Capital Management Inc. 0.65% Add +8.5% 110,815 $30.5M
Chandler Asset Management, Inc. 5.73% No change 110,500 $30.4M
Portfolio Strategies, Inc. 4.69% Reduce -8.9% 110,244 $30.3M
Roundview Capital LLC 2.17% Add +1.1% 109,596 $30.1M
My Personal CFO, LLC 15.17% Add +3.0% 109,539 $30.1M
GenTrust, LLC 1.44% Add +1.3% 109,319 $30.0M
Keybank National Association 0.12% Reduce -0.1% 108,895 $29.9M
Gotham Asset Management 0.25% Add +275.2% 108,751 $29.9M
Tsfg, LLC 6.10% Add +2.4% 108,489 $29.8M
Keystone Financial Group 3.03% Add +1.4% 107,910 $29.7M
Northeast Financial Consultants Inc 1.31% Reduce -2.8% 107,749 $29.6M
Smithfield Trust Co 1.48% Reduce -0.2% 107,531 $29.5M
David Kennon Inc 11.75% Reduce -0.1% 107,382 $29.5M
Leonard Rickey Investment Advisors P.L.L.C. 6.36% Add +1.7% 111,665 $29.5M
Beacon Financial Strategies CORP 19.81% Reduce -2.4% 106,906 $29.4M
Cary Street Partners Financial LLC 0.92% Reduce -1.4% 106,169 $29.2M
Graypoint LLC 1.82% Add +10.2% 105,958 $29.1M
Atria Investments, Inc 0.37% Reduce -4.0% 105,348 $29.0M
Obermeyer Wealth Partners 1.54% Add +4.3% 105,093 $28.9M
Bush Investment Group, LLC 21.70% Add +6.5% 104,786 $28.8M
Pinnacle Financial Partners Inc 0.58% Add +0.1% 104,545 $28.8M
NewEdge Wealth, LLC 0.52% Add +6.5% 103,552 $28.5M
Skyline Advisors, Inc. 11.13% Add +0.6% 102,807 $28.3M
Frank, Rimerman Advisors LLC 2.22% Reduce -2.2% 102,057 $28.0M
Washburn Capital Management, Inc. 18.42% Add +2.7% 101,922 $28.0M
Blankinship & Foster, LLC 7.01% Add +3.0% 101,046 $27.8M
Foundations Investment Advisors, LLC 0.51% Add +16.2% 100,572 $27.6M
Annis Gardner Whiting Capital Advisors, LLC 11.66% Add +6.3% 100,298 $27.6M
Financial Advocates Investment Management 1.93% Reduce -2.7% 99,870 $27.4M
Peak Financial Management, Inc. 8.20% Reduce -1.4% 99,616 $27.4M
Integris Wealth Management, LLC 7.80% Reduce -1.1% 99,449 $27.3M
Manuka Financial, LLC 17.64% Add +13.9% 99,085 $27.2M
AllSquare Wealth Management LLC 16.07% Reduce -2.1% 98,494 $27.1M
Jacobi Capital Management LLC 1.97% Reduce -0.5% 97,364 $26.8M
Cobblestone Capital Advisors LLC 1.46% Reduce -0.4% 97,259 $26.7M
Gryphon Financial Partners LLC 3.95% Reduce -1.0% 97,185 $26.7M
BlackRock, Inc. 0.00% Add +22.9% 97,149 $26.7M
Choate Investment Advisors 0.66% Reduce -1.2% 96,701 $26.6M
Harbour Investments, Inc. 0.76% Reduce -8.7% 96,413 $26.5M
Financial Architects, LLC 16.90% Add +2.0% 96,348 $26.5M
HBK Sorce Advisory LLC 0.77% Reduce -0.5% 96,045 $26.4M
Farther Finance Advisors, LLC 0.67% Add +59.2% 95,409 $26.3M
Mather Group, Llc. 0.30% Reduce -1.3% 95,430 $26.2M
Clarity Wealth Advisors, LLC 7.24% Add +2.2% 95,026 $26.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.48% Add +71.6% 93,869 $25.8M
Monashee Investment Management LLC 3.11% No change 93,660 $25.7M
Benchmark Financial Wealth Advisors, LLC 9.65% Reduce -18.5% 93,044 $25.6M
Aspiriant, LLC 0.88% Add +1.3% 92,267 $25.4M
Nuveen, LLC 0.01% — 92,200 $25.3M
Burrus Financial Services, Inc. 12.60% Reduce -2.3% 90,146 $24.8M
BBR Partners, LLC 1.74% Add +0.0% 89,871 $24.7M
Great Valley Advisor Group, Inc. 0.53% Add +2.1% 89,802 $24.7M
Clear Harbor Asset Management, LLC 1.95% Add +5.3% 89,676 $24.6M
Advyzon Investment Management, LLC 8.71% Reduce -11.5% 89,669 $24.6M
Ashford Capital Management Inc. 3.18% Reduce -8.3% 89,655 $24.6M
Sentinel Trust Co. Lba 2.90% Add +164.6% 89,472 $24.6M
Ebor Charitable Trust 53.47% Reduce -6.0% 89,146 $24.5M
Woodmont Investment Counsel LLC 1.77% Add +1.3% 89,055 $24.5M
Crescent Grove Advisors, LLC 2.54% Add +0.0% 88,569 $24.3M
Financial Counselors Inc. 0.37% Add +2.4% 88,178 $24.2M
Trellis Wealth Advisors LLC 11.57% Reduce -9.9% 86,727 $23.8M
Brass Tax Wealth Management, Inc. 5.00% Reduce -0.9% 86,613 $23.8M
U.S. Capital Wealth Advisors, LLC 0.73% Reduce -17.0% 86,576 $23.8M
Venture Visionary Partners LLC 0.99% Add +3.0% 86,236 $23.7M
OneAscent Financial Services LLC 1.54% Add +96.5% 85,950 $23.6M
Allspring Global Investments Holdings, LLC 0.04% Add +40.6% 85,402 $23.6M
Chicago Partners Investment Group LLC 0.78% Reduce -30.6% 84,875 $23.4M
Principle Wealth Partners LLC 1.67% Reduce -0.3% 84,814 $23.3M
Nisa Investment Advisors, LLC 0.12% Add +0.3% 84,799 $23.3M
Washington Capital Management, Inc. 18.85% Reduce -0.0% 84,794 $23.3M
Ogorek Anthony Joseph /NY/ 7.65% Add +0.2% 84,603 $23.3M
CWA Asset Management Group, LLC 1.11% Add +2.9% 84,127 $23.1M
Capital Advisors, Ltd. LLC 3.03% Add +0.1% 83,647 $23.0M
Precedent Wealth Partners, LLC 6.37% Add +2.7% 83,455 $22.9M
Prospera Financial Services Inc 0.53% Add +8.0% 83,310 $22.9M
Advisory Services Network, LLC 0.44% Add +6.4% 83,200 $22.9M
Great Diamond Partners, LLC 6.24% Reduce -2.5% 83,048 $22.8M
Wellington Management Group LLP 0.00% No change 81,810 $22.5M
Mutual Advisors, LLC 0.64% Reduce -15.6% 83,040 $22.5M
Latigo Investments, LLC 11.85% No change 80,845 $22.2M
AdvisorNet Financial, Inc 1.65% Add +0.8% 80,610 $22.2M
BWM Planning, LLC 9.37% Add +15.0% 80,527 $22.1M
Horizon Wealth Management, LLC 3.70% Reduce -0.7% 79,932 $22.0M
Kestra Private Wealth Services, LLC 0.37% Reduce -4.7% 79,598 $21.9M
Sensible Financial Planning & Management, LLC. 4.36% Add +5.0% 79,486 $21.8M
Michael A. Dubis Financial Planning, LLC 21.13% Add +1.5% 79,217 $21.8M
Firestone Capital Management 5.69% Reduce -0.3% 78,922 $21.7M
Root Financial Partners, LLC 2.30% Add +8.1% 78,358 $21.5M
Altiora Financial Group, LLC 4.56% Add +9.3% 78,068 $21.5M
Connecticut Wealth Management, LLC 1.12% New 78,043 $21.4M
Cordant, Inc. 11.07% Reduce -1.7% 77,375 $21.3M
Yousif Capital Management, LLC 0.25% Add +0.3% 77,223 $21.2M
Natixis Advisors, LLC 0.04% Reduce -62.0% 77,049 $21.2M
Mesirow Financial Investment Management, Inc. 0.41% Add +1.7% 77,017 $21.2M
Mayport, LLC 5.78% Add +8.2% 76,246 $21.0M
Northwest Wealth Management, LLC 4.14% Reduce -4.4% 75,732 $20.8M
Seneschal Advisors, LLC 17.85% Add +1.9% 75,667 $20.8M
KOM Wealth Management Group, LLC 18.06% Add +1558.9% 75,231 $20.7M
Gordian Advisors LLC 16.43% Reduce -1.6% 75,222 $20.7M
Kings Path Partners LLC 10.11% Add +9.2% 75,210 $20.7M
Barrett & Company, Inc. 8.89% Add +2.5% 75,109 $20.6M
O'shaughnessy Asset Management, LLC 0.17% Reduce -1.0% 75,020 $20.6M
Arax Advisory Partners 1.32% Reduce -7.3% 74,787 $20.6M
Addis & Hill, Inc 14.14% Reduce -1.4% 73,712 $20.3M
NORTHSTAR ASSET MANAGEMENT Co 4.87% Add +3.1% 73,284 $20.1M
Hollencrest Capital Management 0.88% Add +0.4% 73,165 $20.1M
Pension & Wealth Management Advisors, Inc. 7.41% Add +36.6% 72,533 $19.9M
EverSource Wealth Advisors, LLC 1.09% Add +4.2% 72,433 $19.9M
New England Asset Management Inc. 3.38% Add +41.7% 72,415 $19.9M
Continuum Advisory, LLC 2.56% Add +1.6% 72,394 $19.9M
Rockbridge Investment Management, LCC 2.35% Reduce -1.9% 72,115 $19.8M
FSM Wealth Advisors, LLC 4.45% Add +4.3% 71,996 $19.8M
&partners 0.21% Add +22.7% 72,342 $19.8M
Satovsky Asset Management LLC 4.42% Add +4.6% 71,934 $19.8M
Cornerstone National Bank & Trust Co 8.81% Reduce -0.9% 71,627 $19.7M
Wealthcare Capital Partners, LLC 10.08% Add +1.4% 71,323 $19.6M
Martin Worley Group 11.14% Add +4.9% 71,037 $19.5M
Sound View Wealth Advisors Group, LLC 1.60% Reduce -5.9% 70,979 $19.5M
Cascade Investment Group, Inc. 14.97% Reduce -1.5% 70,855 $19.5M
Cannon Financial Strategists, Inc. 3.34% Add +1.3% 70,780 $19.5M
First Horizon Advisors, Inc. 0.55% Reduce -2.0% 70,566 $19.4M
Mill Creek Capital Advisors, LLC 0.47% Add +72.3% 70,008 $19.2M
Johnson Investment Counsel Inc. 0.19% Add +3.5% 69,913 $19.2M
Kraft, Davis & Associates, LLC 6.19% Reduce -0.4% 74,194 $19.2M
RFG Advisory, LLC 0.52% Reduce -11.0% 69,620 $19.1M
J.W. Cole Advisors, Inc. 0.59% Reduce -10.6% 69,157 $19.0M
Geneos Wealth Management Inc. 0.63% Reduce -1.6% 68,646 $18.9M
Raab & Moskowitz Asset Management LLC 4.74% Add +2.9% 68,498 $18.8M
Lodestar Private Asset Management LLC 2.36% Add +7.3% 68,360 $18.8M
World Investment Advisors 0.49% Add +31.6% 67,927 $18.7M
Industrial Alliance Investment Management Inc. 14.76% Reduce -1.0% 67,327 $18.5M
Aspen Grove Capital, LLC 3.55% Add +6.1% 67,215 $18.5M
CW Advisors, LLC 0.22% Add +9.5% 66,876 $18.4M
Simon Quick Advisors, LLC 1.04% Reduce -1.3% 66,614 $18.3M
5th Street Advisors, LLC 8.75% Add +9.4% 66,041 $18.2M
MRWM Advisors, LLC 12.57% Add +24.3% 65,787 $18.1M
ArchPoint Investors 5.94% No change 65,721 $18.1M
Cresta Advisors, Ltd. 9.34% Add +14.9% 65,600 $18.0M
Freestone Capital Holdings, LLC 0.67% Reduce -1.4% 65,324 $18.0M
Symmetry Partners, LLC 2.49% Reduce -14.3% 65,158 $17.9M
Ironsides Asset Advisors, LLC 5.19% Add +42.4% 64,393 $17.7M
Greenleaf Trust 0.16% Add +0.1% 63,870 $17.6M
Signaturefd, LLC 0.33% Add +0.8% 63,374 $17.4M
IHT Wealth Management, LLC 0.54% Add +41.1% 84,883 $17.4M
Parisi Gray Wealth Management 5.68% Add +0.8% 63,283 $17.4M
Shotwell Rutter Baer Inc 15.27% Add +0.3% 69,661 $17.3M
FineMark National Bank & Trust 0.63% Add +1.1% 62,930 $17.3M
Independence Bank of Kentucky 2.70% No change 62,892 $17.3M
Dorsey & Whitney Trust CO LLC 1.00% Add +6.0% 62,739 $17.2M
Mullooly Asset Management, Inc. 7.82% — 62,659 $17.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.44% Add +15.4% 62,570 $17.2M
Benjamin Edwards Inc. 0.24% Reduce -0.5% 62,401 $17.2M
Callan Family Office, LLC 1.29% Add +4.3% 62,385 $17.1M
Define Financial, LLC 13.05% Add +3.9% 65,428 $17.1M
Cornerstone Wealth Group, LLC 1.42% Add +0.2% 62,258 $17.1M
Shayne & Jacobs, LLC 4.19% Reduce -12.9% 61,966 $17.0M
Clarity Wealth Development LLC 18.93% Add +1.0% 62,188 $17.0M
Thoroughbred Financial Services, LLC 1.05% Reduce -1.5% 61,419 $16.9M
NorthRock Partners, LLC 0.57% Add +6.0% 61,283 $16.8M
Proficio Capital Partners LLC 1.30% Reduce -1.6% 61,174 $16.8M
Clark Asset Management, LLC 2.82% Add +10.0% 61,147 $16.8M
Stokes Family Office, LLC 1.89% Add +0.4% 61,094 $16.8M
Almanack Investment Partners, LLC. 3.32% Add +0.8% 60,960 $16.8M
Burns J W & Co. Inc. 2.17% Add +14.3% 60,924 $16.7M
Drucker Wealth 3.0, LLC 3.68% Reduce -13.7% 60,849 $16.7M
Titleist Asset Management, LLC 1.94% Add +8.4% 60,743 $16.7M
McClarren Financial Advisors, Inc. 10.95% New 59,999 $16.6M
Compass Advisory Group LLC 5.74% Reduce -0.9% 60,026 $16.5M
Apollon Wealth Management, LLC 0.36% Reduce -3.8% 59,659 $16.4M
Goldstone Financial Group, LLC 2.47% Add +4.8% 59,475 $16.3M
Delphi Financial Group, Inc. 10.03% Reduce -64.7% 59,280 $16.3M
Sageworth Trust Co of South Dakota 19.46% Add +1.9% 58,894 $16.2M
BFI Infinity Ltd. 17.40% Add +9.6% 58,608 $16.1M
Palisades Hudson Asset Management, L.P. 7.30% Reduce -0.4% 58,517 $16.1M
Avion Wealth 4.12% No change 55,418 $16.1M
Glenview Trust Co 0.31% Reduce -0.7% 58,349 $16.0M
Keeley-Teton Advisors, LLC 1.94% Add +7.1% 58,289 $16.0M
Pine Ridge Advisers LLC 1.37% Add +310.1% 58,162 $16.0M
Jane Street Group, LLC 0.03% Add +2713.2% 58,093 $16.0M
Stock Yards Bank & Trust Co. 0.57% Add +376.9% 58,075 $16.0M
Maryland Capital Advisors Inc. 7.04% Reduce -5.9% 58,068 $16.0M
Westside Investment Management, Inc. 3.39% Reduce -0.1% 57,937 $15.9M
Long Island Wealth Management, Inc. 9.63% Reduce -1.0% 57,532 $15.8M
NBT Bank, N.A. 1.14% Add +4.3% 57,462 $15.8M
Cornerstone Wealth Management, LLC 1.07% Reduce -5.4% 57,441 $15.8M
Advisor OS, LLC 1.78% Add +2.9% 57,025 $15.7M
Coastline Trust Co 1.95% Reduce -0.5% 56,981 $15.7M
Davis R M Inc. 0.31% Reduce -2.0% 56,793 $15.6M
Portland Global Advisors LLC 1.96% Reduce -4.0% 56,576 $15.5M
Warwick Investment Management, Inc. 3.23% Reduce -4.0% 56,552 $15.5M
Plotkin Financial Advisors, LLC 9.54% Add +5.6% 56,471 $15.5M
Arkadios Wealth Advisors 0.59% Add +59.5% 56,461 $15.5M
Sigma Investment Counselors Inc. 0.95% Reduce -21.2% 56,459 $15.5M
Associated Banc-Corp 0.47% Reduce -2.0% 56,350 $15.5M
Fairway Financial, LLC 14.00% Add +3.2% 56,170 $15.4M
Seven Post Investment Office LP 5.88% Reduce -4.3% 56,002 $15.4M
Trace Wealth Advisors, LLC 13.69% Add +3.4% 55,889 $15.4M
Silver Oak Securities, Incorporated 1.44% Add +2.0% 56,102 $15.3M
Foster Dykema Cabot & Partners, LLC 1.23% Reduce -1.2% 55,550 $15.3M
Legacy Financial Strategies, LLC 3.33% Add +2.1% 55,515 $15.3M
Argent Trust Co 0.63% Reduce -2.2% 55,491 $15.3M
Foundation Wealth Management, LLC\PA 7.24% Add +15.2% 55,378 $15.2M
Lane & Associates LLC 8.19% Add +4.3% 55,309 $15.2M
W.H. Cornerstone Investments Inc. 10.48% Reduce -2.3% 55,199 $15.2M
Sard Wealth Management Group, LLC 10.15% Add +2.3% 55,108 $15.1M
StoneX Group Inc. 0.83% Reduce -0.3% 55,090 $15.1M
MontVue Capital Management, Inc. 12.11% Reduce -7.4% 55,077 $15.1M
Elwood & Goetz Wealth Advisory Group, LLC 3.69% Add +2.1% 55,012 $15.1M
Intrepid Family Office LLC 22.48% Reduce -50.0% 55,000 $15.1M
Applied Capital LLC 7.41% Add +3.6% 54,973 $15.1M
Monument Group Wealth Advisors, LLC 10.47% Add +1.7% 54,946 $15.1M
Cascade Financial Partners, LLC 1.90% Reduce -13.3% 54,933 $15.1M
WealthPLAN Partners, LLC 2.11% Add +2.5% 54,398 $15.0M
Community Bank, N.A. 2.00% Reduce -16.4% 54,317 $14.9M
Claar Advisors LLC 5.03% New 54,219 $14.9M
Seldon Capital LP 9.36% No change 54,098 $14.9M
LexAurum Advisors, LLC 2.86% Reduce -5.1% 53,947 $14.8M
Lanham O'Dell & Company, Inc. 8.56% Reduce -1.4% 53,771 $14.8M
Essential Planning, LLC. 5.95% Reduce -98.3% 53,688 $14.8M
WASHINGTON TRUST Co 0.56% Add +9.0% 53,531 $14.7M
Ameritas Advisory Services, LLC 0.59% Reduce -26.2% 52,156 $14.7M
TCI Wealth Advisors, Inc. 1.18% Reduce -0.4% 53,455 $14.7M
AA Financial Advisors, LLC 3.58% Reduce -13.3% 53,421 $14.7M
Chevy Chase Trust Holdings, LLC 0.05% Reduce -1.0% 53,325 $14.7M
Strategic Blueprint, LLC 0.80% Add +292.3% 53,217 $14.6M
Pacific Capital Wealth Advisors, Inc. 2.52% Reduce -15.0% 52,993 $14.6M
MJP Associates Inc. 2.61% Add +0.2% 52,617 $14.5M
Wilson & Boucher Capital Management, LLC 10.73% Add +6.0% 52,391 $14.4M
Empirical Finance, LLC 0.87% Reduce -5.3% 52,386 $14.4M
Cornerstone Management, Inc. 2.68% Add +0.6% 52,102 $14.3M
WealthCollab, LLC 8.85% Add +5.5% 51,940 $14.3M
Fiduciary Trust Co 0.19% Reduce -66.9% 51,863 $14.3M
Abound Wealth Management 4.71% Add +27.8% 51,395 $14.1M
GFS Advisors, LLC 2.83% Reduce -1.8% 51,201 $14.1M
Dakota Wealth Management 0.33% Reduce -0.3% 51,052 $14.0M
SageView Advisory Group, LLC 0.60% Add +5.4% 51,051 $14.0M
Axxcess Wealth Management, LLC 0.38% Add +11.2% 51,027 $14.0M
Mgo One Seven LLC 0.54% Reduce -0.8% 50,932 $14.0M
Federation des caisses Desjardins du Quebec 0.07% Reduce -17.5% 50,813 $14.0M
Gibraltar Capital Management, Inc. 3.00% Add +5183.6% 50,564 $13.9M
Pine Harbor Wealth Management, LLC 5.55% Reduce -5.3% 50,477 $13.9M
JFS Wealth Advisors, LLC 0.94% Reduce -7.0% 50,465 $13.9M
Carr Financial Group Corp 4.52% Reduce -5.8% 50,229 $13.8M
Coston, McIsaac & Partners 4.02% Reduce -5.7% 50,115 $13.8M
Rothschild Wealth LLC 3.83% Add +4.2% 49,725 $13.7M
Conning Inc. 0.50% No change 49,266 $13.5M
Magnolia Capital Advisors LLC 3.68% Add +28.4% 49,235 $13.5M
Peterson Wealth Advisors, LLC 2.61% Reduce -3.7% 54,599 $13.5M
IFP Advisors, Inc 0.42% Add +2.1% 49,034 $13.5M
New Covenant Trust Company, N.A. 14.21% Reduce -1.7% 49,209 $13.5M
AlphaCore Capital LLC 1.14% New 48,668 $13.4M
Headinvest, LLC 2.59% Reduce -2.1% 48,433 $13.3M
Aspect Partners, LLC 7.54% Add +7.8% 47,933 $13.2M
Farnam Financial LLC 13.32% Add +1.0% 47,736 $13.1M
Olistico Wealth, LLC 8.11% Reduce -0.6% 45,902 $13.1M
Stonehage Fleming Financial Services Holdings Ltd 0.46% Add +33.1% 47,696 $13.1M
Park National Corp. 0.48% Add +0.7% 47,506 $13.1M
CreativeOne Wealth, LLC 0.39% Add +6.9% 47,451 $13.0M
Harbor Investment Advisory, LLC 1.27% Add +4.1% 47,392 $13.0M
Stratos Wealth Advisors, LLC 0.71% Reduce -24.5% 47,317 $13.0M
Integrated Advisors Network LLC 0.66% Reduce -1.0% 47,304 $13.0M
Sigma Planning Corp 0.41% Add +2.4% 47,129 $13.0M
Klingman & Associates, LLC 0.79% Add +0.1% 46,756 $12.9M
One Capital Management, LLC 0.43% Add +1.9% 46,727 $12.8M
VSM Wealth Advisory, LLC 4.61% Add +1.8% 46,706 $12.8M
Benningfield Financial Advisors, LLC 12.30% Reduce -1.0% 46,599 $12.8M
Basso Capital Management, L.P. 10.81% Add +21.6% 46,193 $12.7M
Atlantic Private Wealth, LLC 9.31% Reduce -4.2% 45,839 $12.6M
Chilton Investment Co. Inc. 0.31% No change 45,516 $12.5M
Asset Management Group, Inc. 2.28% Add +0.0% 44,885 $12.3M
Ironwood Investment Management LLC 6.71% Add +0.0% 44,742 $12.3M
LifeGuide Financial Advisors, LLC 5.01% Add +1.0% 44,636 $12.3M
Northland Capital Management LLC 8.28% Add +0.3% 44,544 $12.2M
Angeles Wealth Management, LLC 1.02% Reduce -0.2% 44,511 $12.2M
Oppenheimer & Co. Inc. 0.18% Reduce -1.1% 44,432 $12.2M
Western Wealth Management, LLC 0.81% Reduce -20.0% 44,283 $12.2M
Webster Bank, N. A. 1.34% Reduce -0.2% 44,278 $12.2M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -1.3% 44,215 $12.2M
Leavell Investment Management, Inc. 0.60% Reduce -0.6% 44,141 $12.1M
Shelter Mutual Insurance Co 2.91% No change 43,850 $12.1M
Liberty Wealth Management LLC 2.30% Add +1.7% 43,763 $12.0M
Johnson Financial Group, Inc. 0.59% Reduce -2.0% 43,670 $12.0M
Nia Impact Advisors, LLC 4.45% Reduce -0.0% 43,575 $12.0M
Fayez Sarofim & Co 0.03% No change 43,479 $11.9M
First Hawaiian Bank 1.74% Reduce -30.8% 43,350 $11.9M
Canopy Partners, LLC 4.64% Reduce -3.4% 43,316 $11.9M
Lebenthal Global Advisors, LLC 2.23% Add +108.2% 43,306 $11.9M
Next Level Wealth Planning, LLC 9.01% Add +4.5% 43,284 $11.9M
National Bank of Canada 0.01% Add +14072.1% 43,225 $11.9M
Clarity Capital Advisors, LLC 7.79% Reduce -0.1% 43,172 $11.9M
GoalVest Advisory LLC 3.26% Reduce -7.3% 43,128 $11.9M
Fairview Capital Investment Management, LLC 0.63% Reduce -2.4% 43,100 $11.8M
Bokf, NA 0.21% Reduce -0.4% 43,096 $11.8M
Monograph Wealth Advisors, LLC 1.61% Add +15.9% 42,941 $11.8M
HT Partners LLC 4.02% Add +3.5% 42,611 $11.7M
Philip James Wealth Mangement, LLC 1.48% Add +1.2% 42,510 $11.7M
Bradley & Co. Private Wealth Management, LLC 7.94% Reduce -0.7% 42,317 $11.6M
Traphagen Investment Advisors LLC 1.21% Reduce -0.8% 42,192 $11.6M
Blackston Financial Advisory Group, LLC 7.87% Reduce -6.2% 42,177 $11.6M
Meridian Wealth Management, LLC 0.56% Add +21.1% 41,767 $11.5M
Franklin Resources Inc. 0.00% Add +18.0% 41,711 $11.5M
Perennial Investment Advisors, LLC 1.29% Add +0.5% 41,695 $11.5M
Prairie Sky Financial Group LLC 6.79% Add +1.7% 41,588 $11.4M
Brookstone Capital Management 0.16% Reduce -1.4% 41,347 $11.4M
Aptus Capital Advisors, LLC 0.13% Reduce -3.6% 41,345 $11.4M
Evergreen Wealth Management, LLC 6.76% Add +15.2% 41,193 $11.3M
Manning & Napier Advisors LLC 0.14% Reduce -12.2% 41,169 $11.3M
Barclays PLC 0.01% Reduce -5.3% 41,159 $11.3M
Signal Advisors Wealth, LLC 1.10% Add +161.8% 40,910 $11.2M
Strategic Financial Concepts, LLC 2.11% Reduce -0.8% 40,862 $11.2M
Stonekeep Investments, LLC 8.26% Add +7.7% 40,773 $11.2M
Future You Wealth LLC 7.16% Reduce -9.8% 40,324 $11.2M
Citizens Financial Group Inc. 0.22% Add +2.5% 40,646 $11.2M
Bleakley Financial Group, LLC 0.36% Add +8.7% 40,435 $11.1M
TD Waterhouse Canada Inc. 0.09% Add +21.4% 40,291 $11.1M
Culbertson A N & Co. Inc. 1.77% Reduce -1.6% 40,354 $11.1M
International Assets Investment Management, LLC 0.97% Add +0.7% 40,262 $11.1M
Summit Financial Wealth Advisors, LLC 2.18% Add +5.0% 39,915 $11.0M
Avior Wealth Management, LLC 0.42% Add +0.1% 39,814 $10.9M
Evermay Wealth Management LLC 1.42% Reduce -1.2% 39,425 $10.8M
Sandy Cove Advisors, LLC 4.33% Add +0.7% 39,249 $10.8M
Thrivent Financial for Lutherans 0.02% Reduce -48.9% 37,108 $10.8M
Avant Financial Advisors LLC 9.74% Add +0.9% 39,058 $10.7M
Empowered Funds, LLC 0.15% Add +98.8% 39,054 $10.7M
VPR Management LLC 5.18% No change 38,800 $10.7M
Great Point Wealth Advisors, LLC 2.30% Reduce -3.1% 38,706 $10.6M
Ti-Trust, Inc. 7.00% Add +2.0% 38,436 $10.6M
IRON Financial LLC 5.89% Reduce -0.7% 38,227 $10.5M
Independent Advisor Alliance 0.34% Reduce -70.6% 37,889 $10.4M
Capital Group Private Client Services, Inc. 0.10% Add +5.4% 37,600 $10.3M
Lantz Financial LLC 2.82% Add +1.7% 37,533 $10.3M
Bristlecone Advisors, LLC 0.84% Reduce -14.9% 37,441 $10.3M
Cambridge Advisors Inc. 2.25% Add +0.0% 37,364 $10.3M
Waldron Private Wealth LLC 0.48% Add +26.7% 37,342 $10.3M
CX Institutional 0.39% Add +68.2% 37,326 $10.3M
SteelPeak Wealth, LLC 0.43% Reduce -85.6% 37,031 $10.2M
Trinity Financial Advisors LLC 3.66% Reduce -1.1% 38,503 $10.2M
Tortoise Investment Management, LLC 1.06% Reduce -1.3% 36,978 $10.2M
Philadelphia Trust Co. 0.87% No change 36,865 $10.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.14% Reduce -6.0% 36,795 $10.1M
Glassman Wealth Services 1.69% Add +11.1% 36,724 $10.1M
Azimuth Capital Investment Management LLC 0.40% Reduce -0.3% 36,711 $10.1M
Aerodigm Wealth, LLC 5.62% Add +137.1% 36,689 $10.1M
Cahill Wealth Management, LLC 5.09% Reduce -0.3% 36,384 $10.0M
Wealth Alliance Advisory Group, LLC 2.07% Add +8.6% 36,339 $10.0M
Savvy Advisors, Inc. 1.00% Add +0.6% 36,313 $10.0M
Signature Estate & Investment Advisors LLC 0.26% Reduce -5.3% 36,266 $10.0M
Partners Capital Investment Group, LLP 0.17% Add +101.4% 36,217 $10.0M
Fiducient Advisors LLC 1.24% Add +28.9% 36,153 $9.9M
Confluence Wealth Services, Inc. 0.63% Add +633.1% 37,706 $9.9M
Partners in Financial Planning 2.00% Add +0.4% 36,135 $9.9M
Modus Advisors, LLC 3.25% Reduce -1.1% 36,122 $9.9M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.09% Add +0.8% 38,401 $9.9M
NovaPoint Capital, LLC 3.04% Reduce -26.6% 35,951 $9.9M
AE Wealth Management LLC 0.08% Reduce -4.9% 35,933 $9.9M
Highland Capital Management, LLC 0.59% Add +1.0% 35,894 $9.9M
Good Steward Wealth Advisors,LLC 8.91% — 35,606 $9.8M
JPL Wealth Management, LLC 2.79% Add +6.4% 35,585 $9.8M
Sequent Planning LLC 3.52% Add +8.2% 35,539 $9.8M
Sherman Asset Management, Inc. 9.33% Add +2.3% 35,538 $9.8M
Efficient Frontier Advisors LLC 6.34% Add +1.7% 35,446 $9.7M
Levin Capital Strategies, L.P. 1.03% Reduce -8.2% 35,411 $9.7M
Private Trust Co. NA 1.00% Add +5.2% 35,302 $9.7M
Sonata Capital Group Inc. 4.19% Add +1.4% 35,024 $9.6M
Scarborough Advisors, LLC 1.37% Reduce -27.6% 35,015 $9.6M
Valeo Financial Advisors, LLC 0.27% Add +10.1% 34,987 $9.6M
LM Advisors LLC 1.74% Reduce -2.2% 34,892 $9.6M
Versant Capital Management, Inc 1.60% Add +0.1% 34,777 $9.6M
Chicago Capital, LLC 0.27% Add +118.1% 34,674 $9.5M
Trust Point Inc. 0.87% Add +4.2% 34,530 $9.5M
Brady Martz Wealth Solutions, LLC 2.13% New 34,243 $9.4M
Swisher Financial Concepts, Inc. 7.74% New 34,081 $9.4M
PFG Investments, LLC 0.60% Reduce -5.6% 34,009 $9.3M
Cypress Point Wealth Management, LLC 2.96% Reduce -0.8% 33,986 $9.3M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -17.0% 33,883 $9.3M
Vernal Point Advisors, LLC 6.16% Reduce -2.1% 33,826 $9.3M
Forte Capital LLC 1.10% Reduce -0.9% 33,819 $9.3M
Atlas Brown,Inc. 3.26% Reduce -2.2% 33,755 $9.3M
Capital Square, LLC 5.44% Add +6.5% 33,679 $9.3M
Intelligent Financial Strategies 4.82% Reduce -2.4% 33,627 $9.2M
Dogwood Wealth Management LLC 4.86% Add +3.0% 33,606 $9.2M
Onyx Bridge Wealth Group LLC 1.32% Reduce -1.2% 33,421 $9.2M
American Money Management, LLC 1.73% Add +1.3% 33,102 $9.1M
Silver Oak Advisory Group, Inc. 4.83% Add +0.2% 33,103 $9.1M
Essex Financial Services, Inc. 0.66% Add +0.0% 33,085 $9.1M
Relyea Zuckerberg Hanson LLC 1.22% Reduce -0.4% 33,016 $9.1M
Shufro Rose & Co. LLC 0.72% Add +1.3% 33,016 $9.1M
Steph & Co. 3.25% Reduce -7.9% 32,917 $9.0M
Professional Financial Advisors, LLC 2.30% Reduce -3.3% 32,908 $9.0M
Patriot Financial Group Insurance Agency, LLC 1.21% Reduce -2.9% 32,775 $9.0M
Great Lakes Retirement, Inc. 1.18% Add +3.5% 32,735 $9.0M
Regal Investment Advisors LLC 0.73% Add +6.2% 32,699 $9.0M
Frazier Financial Advisors, LLC 6.93% Add +1.6% 32,697 $9.0M
One Day In July LLC 0.90% Add +5.8% 32,584 $9.0M
Lansing Street Advisors 2.99% Add +14.0% 32,517 $8.9M
Koshinski Asset Management, Inc. 0.76% Reduce -6.9% 32,495 $8.9M
Financial Alternatives, Inc 6.36% Add +3.9% 32,460 $8.9M
Sharper & Granite LLC 3.68% Add +7.7% 32,448 $8.9M
Beacon Financial Group 0.97% Reduce -1.6% 32,421 $8.9M
IFC Advisors LLC 1.86% No change 32,419 $8.9M
Atlas Capital Advisors Inc. 1.11% Reduce -8.9% 32,298 $8.9M
Advisor Resource Council 0.71% Add +526.5% 34,283 $8.9M
Focus Financial Network, Inc. 0.36% Add +9.9% 32,120 $8.8M
Emprise Bank 4.71% Add +1.8% 32,050 $8.8M
Quadrant Capital Group LLC 0.33% Reduce -0.9% 31,988 $8.8M
Diversify Advisory Services, LLC 0.55% Add +13.6% 32,238 $8.8M
CWS Financial Advisors, LLC 2.78% Add +6.1% 31,980 $8.8M
Capital Analysts, LLC 0.33% Add +39.5% 31,974 $8.8M
Sapient Capital LLC 0.17% Add +2.8% 31,933 $8.8M
Van Cleef Asset Management,Inc 0.99% Reduce -10.6% 31,816 $8.7M
Rinkey Investments 2.75% Reduce -8.4% 31,602 $8.7M
Deroy & Devereaux Private Investment Counsel Inc. 0.50% Reduce -24.7% 31,429 $8.6M
Newton One Investments LLC 3.08% Add +3.9% 31,364 $8.6M
Wedbush Securities Inc. 0.32% Reduce -0.5% 31,310 $8.6M
Allianz Asset Management GmbH 0.01% Reduce -59.9% 31,180 $8.6M
Level Four Advisory Services, LLC 0.35% Reduce -2.2% 31,053 $8.5M
Sax Wealth Advisors, LLC 0.60% Add +12.0% 30,687 $8.4M
Patton Albertson Miller Group, LLC 1.25% Reduce -1.1% 30,684 $8.4M
TPG Advisors LLC 6.64% Add +0.6% 30,641 $8.4M
Consilium Wealth Advisory, LLC 4.21% Add +10.4% 30,550 $8.4M
Good Life Advisors, LLC 0.59% Add +6.1% 30,505 $8.4M
Ironwood Financial, llc 1.80% Add +0.4% 30,489 $8.4M
Cyndeo Wealth Partners, LLC 0.55% Reduce -12.8% 30,487 $8.4M
Rappaport Reiches Capital Management, LLC 2.09% Reduce -1.5% 30,432 $8.4M
Bouchey Financial Group, Ltd. 0.75% Reduce -2.9% 30,414 $8.4M
Forbes Financial Planning, Inc. 6.19% Reduce -1.5% 30,400 $8.4M
DAVENPORT & Co LLC 0.05% Add +0.2% 30,233 $8.3M
Blue Bell Private Wealth Management, LLC 1.56% Reduce -0.3% 29,958 $8.2M
Transcend Capital Advisors, LLC 0.59% Add +9.3% 29,908 $8.2M
UNIVEST FINANCIAL Corp 0.54% Add +6.9% 29,877 $8.2M
Ferguson Wellman Capital Management, Inc. 0.16% Add +1.1% 29,872 $8.2M
Chesley Taft & Associates LLC 0.40% Reduce -0.3% 29,796 $8.2M
Gladstone Institutional Advisory LLC 0.38% Add +17.4% 29,787 $8.2M
Ancora Advisors LLC 0.18% Add +1.6% 29,627 $8.1M
Retirement Planning Group, LLC 0.38% Add +9.7% 29,549 $8.1M
Sage Rhino Capital LLC 1.87% Add +1.4% 29,345 $8.1M
GC Wealth Management RIA, LLC 1.48% Add +3.2% 29,340 $8.1M
Harfst & Associates, Inc. 1.86% Reduce -1.3% 29,328 $8.1M
Procyon Advisors, LLC 0.49% Add +5.5% 29,314 $8.1M
Synergy Asset Management, LLC 1.01% Reduce -44.1% 29,259 $8.0M
Schechter Investment Advisors, LLC 0.66% Add +20.5% 29,255 $8.0M
Weaver Consulting Group 2.42% Reduce -1.4% 29,247 $8.0M
FFT Wealth Management LLC 1.68% Reduce -19.9% 29,221 $8.0M
Carnegie Investment Counsel 0.19% Add +4.2% 32,194 $8.0M
Greenbush Financial Group, LLC 3.98% Add +9.1% 29,096 $8.0M
Wealth Effects LLC 3.35% Reduce -0.1% 29,036 $8.0M
Bluespring Wealth Management, LLC 0.81% Reduce -5.8% 29,023 $8.0M
Carolinas Wealth Consulting LLC 1.72% Reduce -7.0% 29,020 $8.0M
Sovereign Investment Advisors, LLC 2.76% Reduce -0.9% 30,553 $7.9M
Pachira Investments Inc. 5.58% Add +2.2% 29,028 $7.9M
Bradley Foster & Sargent Inc. 0.14% Reduce -0.9% 28,815 $7.9M
Signet Financial Management, LLC 1.07% Reduce -9.3% 28,749 $7.9M
Sunpointe, LLC 4.21% Add +9.6% 28,737 $7.9M
1900 Wealth Management LLC 0.66% Reduce -13.3% 28,676 $7.9M
Mackenzie Financial Corp. 0.01% Add +18.6% 28,537 $7.8M
Asset Dedication, LLC 0.63% Add +2.7% 28,435 $7.8M
Graves Light Lenhart Wealth, Inc. 0.96% Add +0.3% 28,381 $7.8M
Vannoy Advisory Group, Inc. 5.78% Add +0.8% 28,363 $7.8M
CVA Family Office, LLC 1.19% Add +5.2% 28,241 $7.8M
Roberts Glore & Co. Inc. 2.36% Reduce -4.8% 28,202 $7.8M
Kingsview Wealth Management, LLC 0.14% Add +7.8% 27,994 $7.7M
Life Planning Partners, Inc 6.96% Add +3.6% 27,959 $7.7M
Highland Financial Advisors, LLC 2.74% Add +9.5% 27,874 $7.7M
Phillips Financial Management, LLC 0.59% Reduce -0.8% 27,859 $7.7M
Debussy Capital Management LP 1.22% Add +0.1% 27,602 $7.6M
Qube Research & Technologies Ltd 0.01% Add +145.5% 27,571 $7.6M
Compass Financial Group, Inc. 3.86% Add +1.4% 27,313 $7.5M
Squire Investment Management Company, LLC 3.12% Add +37.5% 27,277 $7.5M
Wealth Management Associates, Inc. 3.19% Add +3.1% 27,126 $7.5M
Accredited Investors Inc. 0.46% Reduce -2.1% 27,017 $7.4M
Legacy Wealth Management, LLC 0.49% Reduce -2.4% 26,995 $7.4M
BayBridge Capital Group, LLC 5.28% Add +22.2% 26,724 $7.3M
Hall Laurie J Trustee 2.61% Reduce -21.0% 26,661 $7.3M
Kovack Advisors, Inc. 0.77% Reduce -15.4% 26,603 $7.3M
Guyasuta Investment Advisors Inc. 0.48% Add +0.3% 26,563 $7.3M
Saxon Interests, Inc. 3.41% Reduce -0.1% 26,518 $7.3M
Trust Co 0.86% Add +0.1% 26,469 $7.3M
Endowment Wealth Management, Inc. 4.67% Add +3.5% 26,396 $7.3M
CFO4Life Group, LLC 1.22% Add +0.1% 26,379 $7.3M
NRI Wealth Management LC 5.36% Reduce -22.4% 26,345 $7.2M
NWF Advisory Services Inc. 1.02% Add +1.1% 26,342 $7.2M
AssuredPartners Investment Advisors, LLC 1.39% Add +55.5% 26,278 $7.2M
GWN Securities Inc. 0.41% Add +483.0% 25,635 $7.2M
HM Payson & Co. 0.13% Add +67.0% 26,205 $7.2M
Petix & Botte Co 1.89% Reduce -9.3% 26,163 $7.2M
Mathes Company, Inc. 2.95% No change 26,140 $7.2M
Next Capital Management LLC 3.45% Reduce -12.8% 26,136 $7.2M
S.A. Mason LLC 3.79% Add +0.3% 26,107 $7.2M
Fiduciary Financial Group, LLC 1.56% Reduce -3.6% 27,836 $7.2M
Comprehensive Financial Management LLC 0.23% Add +0.0% 26,067 $7.2M
Greenwood Gearhart LLC 0.49% Reduce -16.9% 26,019 $7.2M
Integral Investment Advisors, Inc. 2.27% Add +4.7% 25,864 $7.1M
CBIZ Investment Advisory Services, LLC 0.35% Reduce -60.8% 25,795 $7.1M
ACT Advisors, LLC. 3.85% Add +2.4% 25,784 $7.1M
Pitcairn Co. 0.43% No change 25,717 $7.1M
Smallwood Wealth Investment Management, LLC 4.44% Reduce -2.6% 25,638 $7.0M
WCG Wealth Advisors LLC 0.54% Reduce -18.7% 25,626 $7.0M
Eastern Bank 0.14% Reduce -1.6% 25,623 $7.0M
Gridiron Partners, LLC 4.50% Reduce -6.5% 25,572 $7.0M
Belpointe Asset Management LLC 0.37% Reduce -11.3% 25,526 $7.0M
Ramiah Investment Group 6.67% Reduce -14.2% 25,339 $7.0M
Arq Wealth Advisors, LLC 2.57% Reduce -11.9% 25,255 $6.9M
Marcum Wealth, LLC 0.60% Add +0.4% 25,236 $6.9M
FC Advisory LLC 2.34% Reduce -11.6% 25,207 $6.9M
Pullen Investment Management, LLC 4.37% Add +7.8% 25,154 $6.9M
Pure Portfolios Holdings LLC 2.54% Reduce -2.2% 25,139 $6.9M
Compound Planning, Inc. 0.31% Add +17.5% 25,088 $6.9M
Wind River Trust Co 2.95% Reduce -33.7% 25,047 $6.9M
Medallion Wealth Advisors, LLC 3.12% Add +1.8% 25,000 $6.9M
Romano Brothers and Company 0.89% Add +1.1% 24,997 $6.9M
C M Bidwell & Associates Ltd. 4.12% Reduce -0.6% 24,931 $6.9M
Heritage Investors Management Corp. 0.23% Add +0.3% 24,915 $6.8M
Prudential Financial Inc. 0.01% No change 24,900 $6.8M
Glen Eagle Advisors, LLC 1.13% Reduce -4.2% 24,786 $6.8M
Mission Financial Group, LLC 6.28% — 21,186 $6.8M
M3 Advisory Group, LLC 5.37% Add +0.5% 24,725 $6.8M
Tenon Financial LLC 4.18% Add +8.0% 24,600 $6.8M
Pitti Group Wealth Management, LLC 6.92% Add +3.1% 24,540 $6.7M
Foguth Wealth Management, LLC. 1.64% Add +3354.1% 24,524 $6.7M
Hudson Value Partners, LLC 2.51% Reduce -16.2% 24,326 $6.7M
L & S Advisors Inc 0.94% Reduce -0.3% 24,291 $6.7M
Blue Trust, Inc. 0.09% Add +3.9% 24,272 $6.7M
SigFig Wealth Management, LLC 0.24% Reduce -4.2% 26,777 $6.6M
RHS Financial, LLC 3.70% Add +9.4% 24,001 $6.6M
Bawa N Mallick Trust 3.12% No change 24,000 $6.6M
Earned Wealth Advisors, LLC 1.44% Add +17.4% 23,925 $6.6M
Orcam Financial Group 6.14% Add +3.0% 23,854 $6.6M
Cibc World Market Inc. 0.01% Reduce -0.3% 23,832 $6.5M
Nwam LLC 0.56% Reduce -35.8% 23,819 $6.5M
Beaird Harris Wealth Management, LLC 0.56% Add +0.4% 23,803 $6.5M
Global Wealth Management, LLC 3.77% Add +0.1% 23,798 $6.5M
Keyes, Stange & Wooten Wealth Management, LLC 3.71% Reduce -1.5% 23,773 $6.5M
Weitzel Financial Services, Inc. 3.09% Add +2.4% 24,542 $6.5M
Sand Hill Global Advisors, LLC 0.27% Reduce -5.3% 23,593 $6.5M
ABLE Financial Group, LLC 1.81% Add +34.0% 23,502 $6.5M
Florida Trust Wealth Management Co 0.21% Add +10.7% 23,500 $6.5M
Advisory Alpha, LLC 0.22% Reduce -11.9% 23,472 $6.5M
BSW Wealth Partners 0.98% Add +3.8% 23,407 $6.4M
Spire Wealth Management 0.21% Reduce -0.3% 23,371 $6.4M
Gerber Kawasaki Wealth & Investment Management 0.29% Add +0.3% 23,276 $6.4M
Fifth Third Wealth Advisors LLC 0.33% Add +10.4% 23,275 $6.4M
Tudor Investment Corporation 0.06% Reduce -23.3% 23,249 $6.4M
Greenhouse Wealth Management, LLC 4.76% Reduce -9.9% 23,180 $6.4M
Estate Counselors, LLC 0.66% Add +165.8% 23,143 $6.4M
Boston Family Office LLC 0.45% Add +0.7% 23,113 $6.4M
Van Strum & Towne Inc. 2.13% Reduce -4.5% 23,095 $6.3M
Capital Investment Counsel, LLC 1.05% Add +1.7% 23,078 $6.3M
Tyler-Stone Wealth Management 1.14% Add +4.1% 23,065 $6.3M
Seamount Financial Group Inc. 4.30% Add +0.2% 22,971 $6.3M
Spinnaker Investment Group, LLC 1.42% Add +0.1% 22,919 $6.3M
Accel Wealth Management 2.28% Reduce -7.9% 22,912 $6.3M
Acima Private Wealth, LLC 2.25% Add +2.9% 22,797 $6.3M
Montis Financial, LLC 1.83% Add +40.7% 22,679 $6.2M
Swmg, LLC 2.47% Add +3.8% 23,023 $6.2M
Advus Financial Partners, LLC 1.73% Reduce -0.4% 22,519 $6.2M
HMV Wealth Advisors, LLC 4.88% Add +134.8% 22,371 $6.1M
McIlrath & Eck, LLC 0.75% Add +2.6% 22,329 $6.1M
L.K. Benson & Company, P.C. 4.24% Add +16.5% 22,303 $6.1M
Painted Porch Advisors LLC 2.55% Add +0.2% 22,189 $6.1M
Capital Investment Advisory Services, LLC 0.54% Add +2.0% 22,117 $6.1M
Walter & Keenan Wealth Management LLC /in/ 1.83% Add +316.1% 22,114 $6.1M
Pinion Investment Advisors, LLC 1.34% Add +95.8% 22,096 $6.1M
First Heartland Consultants, Inc. 0.62% Reduce -1.5% 22,014 $6.1M
Wesbanco Bank Inc. 0.21% Add +27.4% 21,971 $6.0M
Trust Co. of Vermont 0.30% Add +17.0% 21,957 $6.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.47% Reduce -4.3% 21,794 $6.0M
Susquehanna Advisors Group, Inc. 0.55% No change 21,775 $6.0M
Washington Trust Bank 0.60% Add +4.9% 21,761 $6.0M
Tenret Co LLC 3.62% Add +0.8% 21,726 $6.0M
Strategic Point Investment Advisors, LLC 0.99% Reduce -2.8% 21,674 $6.0M
Rolek Wealth Management LLC 6.16% Reduce -82.6% 22,580 $6.0M
Family Wealth Partners, LLC 2.71% Reduce -2.5% 21,622 $5.9M
Wimmer Associates 1, LLC 3.12% Reduce -2.4% 20,450 $5.9M
Custos Family Office, LLC 2.09% Add +0.0% 21,422 $5.9M
Osborne Partners Capital Management, LLC 0.34% Reduce -1.7% 21,343 $5.9M
Burling Wealth Partners, LLC 1.23% Add +0.5% 21,260 $5.8M
Human Investing LLC 1.02% Add +0.5% 21,175 $5.8M
Marquette Associates, Inc. 5.82% Add +56.7% 21,171 $5.8M
Atala Financial Inc 4.24% Add +6.8% 21,149 $5.8M
PDS Planning, Inc 0.49% Reduce -0.2% 21,090 $5.8M
Scratch Capital LLC 5.98% Reduce -19.8% 21,071 $5.8M
Snowden Capital Advisors LLC 0.19% Reduce -6.2% 21,028 $5.8M
SouthState Bank Corp 0.26% Add +102.6% 20,936 $5.8M
Ausdal Financial Partners, Inc. 0.43% Add +19.9% 20,807 $5.7M
RVW Wealth, LLC 0.54% Reduce -6.6% 20,781 $5.7M
Equitable Trust Co. 0.32% Reduce -0.4% 20,711 $5.7M
Mitchell Sinkler & Starr 1.59% Add +1.3% 20,710 $5.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -8.9% 21,601 $5.7M
Apollon Financial, LLC 1.35% Add +787.0% 20,702 $5.7M
Greenspring Advisors, LLC 1.35% Reduce -4.5% 20,678 $5.7M
Pallas Capital Advisors LLC 0.24% Add +186.4% 20,672 $5.7M
Capital Investment Advisors, LLC 0.11% Reduce -16.4% 20,663 $5.7M
MassMutual Private Wealth & Trust, FSB 0.16% Reduce -15.7% 20,633 $5.7M
Parkside Advisors LLC 1.36% Reduce -1.0% 20,582 $5.7M
Forum Financial Management, LP 0.09% Reduce -3.4% 20,553 $5.6M
Sabal Trust CO 0.31% Reduce -0.5% 20,538 $5.6M
Kingswood Wealth Advisors, LLC 0.51% Reduce -38.6% 20,476 $5.6M
Moloney Securities Asset Management, LLC 0.77% Add +12.4% 20,500 $5.6M
Trek Financial, LLC 0.41% Reduce -28.6% 20,489 $5.6M
Red Lighthouse Investment Management, LLC 2.29% Add +349.5% 21,658 $5.6M
Garner Asset Management Corp 2.47% New 20,352 $5.6M
Trevian Wealth Management LLC 3.98% Add +0.9% 20,325 $5.6M
Midland Wealth Advisors, LLC 0.33% Add +1.4% 20,313 $5.6M
R. W. Roge & Company, Inc. 3.06% Reduce -4.3% 20,310 $5.6M
Black Diamond Financial, LLC 0.84% Add +3.6% 20,257 $5.6M
Stratos Investment Management, LLC 0.30% Add +98.3% 20,242 $5.6M
Plan Group Financial, LLC 1.99% Add +5.6% 20,239 $5.6M
Stone Summit Wealth LLC 1.88% Add +5.9% 20,215 $5.6M
L.M. Kohn & Company 1.45% Add +4.0% 20,145 $5.5M
Guardian Wealth Advisors, LLC / NC 0.44% Add +0.6% 20,068 $5.5M
Compass Planning Associates Inc 5.57% Add +62.4% 20,050 $5.5M
Wealthstream Advisors, Inc. 1.03% Add +1.1% 19,997 $5.5M
Cutler Investment Counsel LLC 0.66% Reduce -8.0% 19,887 $5.5M
Balboa Wealth Partners 1.32% Add +54.7% 19,845 $5.5M
Rehmann Capital Advisory Group 0.34% Add +4.9% 19,793 $5.4M
UMB Bank, n.a. 0.09% Reduce -1.6% 19,792 $5.4M
Inscription Capital, LLC 0.90% — 20,885 $5.4M
Gilbert & Cook, Inc. 0.79% Reduce -7.0% 19,749 $5.4M
West Paces Advisors Inc. 1.23% Add +3.5% 19,672 $5.4M
Astra Wealth Partners LLC 5.12% Reduce -0.1% 19,490 $5.4M
Martin Capital Advisors, LLP 3.82% Reduce -6.3% 19,483 $5.4M
Optima Capital LLC 3.41% Add +8.2% 19,476 $5.4M
ARK & TLK Investments, LLC 1.88% Add +0.1% 19,461 $5.3M
Kathleen S. Wright Associates Inc. 2.21% Add +4.4% 19,452 $5.3M
Crews Bank & Trust 0.91% Add +11.7% 19,426 $5.3M
Sowell Financial Services LLC 0.24% Reduce -3.8% 19,424 $5.3M
Harrell Investment Partners, LLC 1.58% Add +19.3% 19,420 $5.3M
Mayflower Financial Advisors, LLC 0.81% Add +1.8% 19,412 $5.3M
Hurlow Wealth Management Group, Inc. 1.67% No change 19,397 $5.3M
Sagespring Wealth Partners, LLC 0.13% Add +2.3% 58,941 $5.3M
Blume Capital Management, Inc. 1.19% No change 19,274 $5.3M
Stevens Capital Partners 2.48% Reduce -12.0% 19,213 $5.3M
Advocate Group LLC 0.96% Add +0.2% 19,161 $5.3M
Abundance Wealth Counselors 1.10% Reduce -21.5% 19,132 $5.3M
SOL Capital Management CO 0.58% Add +63.3% 19,129 $5.3M
Tarbox Family Office, Inc. 0.87% Reduce -0.1% 19,012 $5.2M
Nations Financial Group Inc, /Ia/ 0.40% Reduce -5.4% 19,000 $5.2M
Level Financial Advisors 1.77% Reduce -0.1% 18,934 $5.2M
Prepared Retirement Institute LLC 3.32% Reduce -7.0% 18,915 $5.2M
Plante Moran Financial Advisors, LLC 0.45% Add +10.1% 18,878 $5.2M
TD Private Client Wealth LLC 0.14% Reduce -4.6% 18,878 $5.2M
SilverOak Wealth Management LLC 1.12% Add +8.6% 18,875 $5.2M
DT Investment Partners, LLC 0.50% Reduce -2.2% 18,806 $5.2M
Fi3 FINANCIAL ADVISORS, LLC 2.10% Reduce -0.5% 18,779 $5.2M
BOK Financial Private Wealth, Inc. 0.39% No change 18,763 $5.2M
Wealth Architects, LLC 0.57% Reduce -0.8% 18,748 $5.2M
NorthCrest Asset Manangement, LLC 0.16% Reduce -6.9% 18,734 $5.1M
CVFG LLC 4.68% Add +8.6% 18,716 $5.1M
John W. Brooker & Co., CPAs 2.11% Reduce -0.5% 18,600 $5.1M
Naples Global Advisors, LLC 0.49% Reduce -1.9% 18,593 $5.1M
Summit Investment Advisory Services, LLC 2.50% Reduce -0.0% 18,556 $5.1M
Maridea Wealth Management LLC 1.66% Add +2.4% 18,529 $5.1M
Arbor Wealth Advisors LLC 4.54% Add +3.1% 18,521 $5.1M
IMA Advisory Services, Inc. 0.60% Reduce -2.1% 18,481 $5.1M
Symphony Financial, Ltd. Co. 3.01% Add +7.9% 17,997 $5.1M
Thrive Wealth Management, LLC 0.97% Add +909.0% 18,454 $5.1M
United Services Automobile Association 0.16% Reduce -5.2% 18,400 $5.1M
Durante & Waters, LLC 4.25% Reduce -0.7% 18,394 $5.1M
Sage Financial Group Inc. 0.41% Reduce -3.4% 18,384 $5.1M
BTC Capital Management, Inc. 0.46% New 18,383 $5.1M
West Financial Advisors, LLC 0.96% Reduce -1.8% 18,317 $5.0M
Crestwood Advisors Group, LLC 0.10% Add +2.7% 18,268 $5.0M
Evercore Wealth Management, LLC 0.08% No change 18,244 $5.0M
Integrity Alliance, Llc. 0.20% Add +275.5% 18,241 $5.0M
Evergreen Capital Management LLC 0.17% Reduce -0.0% 18,152 $5.0M
Syntegra Private Wealth Group, LLC 0.58% Add +0.1% 18,030 $5.0M
Rockingstone Advisors LLC 2.23% Reduce -0.7% 18,010 $4.9M
Riverview Capital Advisers, LLC 1.55% Add +1.4% 17,952 $4.9M
Founders Financial Securities LLC 0.42% Reduce -5.0% 18,160 $4.9M
QRG Capital Management, Inc. 0.05% Reduce -4.0% 17,849 $4.9M
Wbi Investments, LLC 1.29% Add +3.1% 17,831 $4.9M
Perennial Advisors, LLC 0.98% Add +12.1% 17,797 $4.9M
Flagship Private Wealth, LLC 2.32% Add +1.0% 17,748 $4.9M
Moisand Fitzgerald Tamayo, LLC 0.67% Reduce -2.3% 17,748 $4.9M
Copperwynd Financial, LLC 1.35% Reduce -2.2% 17,748 $4.9M
Csenge Advisory Group 0.28% Add +16.4% 18,828 $4.9M
Bogart Wealth, LLC 0.23% Reduce -11.3% 17,680 $4.9M
Charis Legacy Partners, LLC 9.19% Add +2.9% 17,664 $4.9M
Synovus Financial Corp. 0.06% Add +8.9% 17,595 $4.8M
Howland Capital Management LLC 0.21% Reduce -1.1% 17,493 $4.8M
Lakeside Advisors, INC. 3.18% No change 17,473 $4.8M
FAS Wealth Partners, Inc. 0.39% Reduce -1.1% 17,445 $4.8M
BluePointe Capital Management, LLC 1.82% Add +8.0% 17,396 $4.8M
Moody LYNN Lieberson & Walker, LLC 0.31% Add +1.6% 17,387 $4.8M
Manchester Capital Management LLC 0.59% Reduce -2.3% 17,387 $4.8M
Lokken Investment Group LLC 2.01% Reduce -1.2% 17,334 $4.8M
Resonant Capital Advisors, LLC 0.33% Reduce -2.8% 17,206 $4.7M
Viewpoint Investment Partners Corp. 2.55% New 17,200 $4.7M
Successful Portfolios LLC 3.20% Add +0.2% 17,101 $4.7M
Coyle Financial Counsel LLC 1.43% Add +1.1% 17,078 $4.7M
Krilogy Financial LLC 0.30% Add +3.0% 17,042 $4.7M
Claro Advisors Inc. 0.62% Add +1.6% 16,973 $4.7M
Meritage Portfolio Management 0.31% Add +16.5% 16,949 $4.7M
D.B. Root & Company, LLC 1.50% Add +1.5% 16,863 $4.6M
Kathmere Capital Management, LLC 0.39% Add +3.5% 16,850 $4.6M
Capital Advisors Wealth Management, LLC 0.82% Add +6.5% 16,845 $4.6M
Insigneo Advisory Services, LLC 0.48% Reduce -0.3% 16,833 $4.6M
Strid Group, LLC 0.72% Reduce -0.9% 16,777 $4.6M
Journey Strategic Wealth LLC 0.16% Reduce -7.3% 16,752 $4.6M
McLean Asset Management Corp 1.52% Add +22.9% 18,883 $4.6M
Cannell & Spears LLC 0.10% Reduce -0.3% 16,666 $4.6M
Prospect Financial Group LLC 5.83% Reduce -1.9% 16,634 $4.6M
Kohmann Bosshard Financial Services, LLC 0.54% Add +1.8% 16,634 $4.6M
SeaCrest Wealth Management, LLC 0.52% Add +3.4% 16,623 $4.6M
Trademark Financial Management, LLC 3.47% Add +3.8% 16,551 $4.5M
Arete Wealth Advisors, LLC 0.35% Add +8.1% 16,526 $4.5M
Traveka Wealth, LLC 2.54% Add +2.8% 16,496 $4.5M
Kaydan Wealth Management, Inc. 1.45% Reduce -2.3% 16,410 $4.5M
Strategic Financial Planning, Inc. 3.10% Reduce -0.4% 16,334 $4.5M
Lam Group, Inc. 3.28% Reduce -0.3% 16,207 $4.5M
Sterling Capital Management LLC 0.07% Reduce -0.3% 16,180 $4.4M
Marex Group Ltd 0.09% Reduce -0.2% 16,150 $4.4M
Safeguard Financial, LLC 0.97% Reduce -2.6% 16,137 $4.4M
Rockwood Wealth Management, LLC 0.45% Reduce -11.9% 16,087 $4.4M
Sheaff Brock Investment Advisors, LLC 0.41% Reduce -1.3% 16,087 $4.4M
Valley Financial Group, Inc. 2.93% Reduce -6.6% 16,075 $4.4M
Studio Investment Management LLC 0.91% Reduce -2.6% 16,049 $4.4M
United Bank 0.56% No change 16,000 $4.4M
Gitterman Wealth Management, LLC 1.17% Add +43.6% 15,999 $4.4M
Aegis Wealth Management LLC 2.58% Add +25.8% 15,984 $4.4M
Intrua Financial, LLC 0.68% Reduce -0.3% 15,814 $4.3M
Quarry Hill Advisors, LLC 2.82% Reduce -1.1% 15,784 $4.3M
Whittier Trust Co. 0.06% Add +1.1% 15,785 $4.3M
Flagstar Securities, Inc. 1.11% Reduce -11.8% 15,748 $4.3M
Rf&l Wealth Management, LLC 3.09% Add +0.1% 15,740 $4.3M
Headlands Technologies LLC 0.49% Add +18.9% 15,687 $4.3M
Hanson & Doremus Investment Management 0.63% Add +14.4% 15,636 $4.3M
Von Berge Wealth Management Group, LLC 2.77% Add +4.1% 15,942 $4.3M
Gries Financial LLC 0.83% Reduce -0.5% 15,600 $4.3M
Fort Henry Capital, LLC 3.07% Add +18.0% 15,576 $4.3M
City Holding Co. 0.60% Add +19.2% 15,544 $4.3M
Bluestem Financial Advisors, LLC 2.00% Reduce -0.2% 15,538 $4.3M
Crewe Advisors LLC 0.60% Reduce -0.0% 15,527 $4.3M
Five Pine Wealth Management 3.47% Add +8.5% 15,513 $4.3M
JFG Wealth Management, LLC 0.97% Add +13.9% 15,466 $4.3M
XY Planning Network, Inc. 2.83% Add +238.7% 15,429 $4.2M
Private Wealth Partners, LLC 0.35% Reduce -0.3% 15,386 $4.2M
Legacy Financial Advisors, Inc. 0.70% Add +16.2% 15,298 $4.2M
First National Advisers, LLC 0.67% Reduce -4.0% 15,296 $4.2M
James J. Burns & Company, LLC 0.75% Add +5.5% 15,269 $4.2M
CogentBlue Wealth Advisors, LLC 3.68% Add +3.1% 15,238 $4.2M
Tandem Investment Partners LLC 4.13% Reduce -1.3% 15,213 $4.2M
Bright Financial Advisors, Inc. 2.57% Reduce -1.7% 15,203 $4.2M
PKS Advisory Services, LLC 1.14% Add +1.5% 15,092 $4.1M
WealthBridge Capital Management, LLC 1.17% Reduce -5.1% 15,091 $4.1M
Gerber, LLC 3.45% Add +3.6% 15,075 $4.1M
Arista Wealth Management, LLC 1.00% Add +0.0% 15,066 $4.1M
Boston Trust Walden Corp 0.03% Reduce -0.1% 14,998 $4.1M
Fingerlakes Wealth Management, Inc. 3.49% Reduce -0.7% 14,949 $4.1M
Palisade Asset Management, LLC 0.42% Reduce -3.0% 14,925 $4.1M
Rothschild Investment LLC 0.27% Add +14.3% 14,889 $4.1M
Iron Gate Global Advisors LLC 0.56% Reduce -0.0% 14,889 $4.1M
Mitchell McLeod Pugh & Williams Inc. 0.85% Add +2.1% 14,872 $4.1M
Allied Investment Advisors, LLC 0.77% New 14,854 $4.1M
NavPoint Financial, Inc. 2.87% Add +3.4% 14,847 $4.1M
Shakespeare Wealth Management, LLC 1.09% Reduce -0.2% 14,846 $4.1M
First National Bank of Omaha 0.28% Reduce -5.4% 14,832 $4.1M
American Financial Advisors, LLC 0.59% Reduce -1.2% 14,829 $4.1M
Pps&v Asset Management Consultants, Inc. 2.96% Reduce -4.5% 14,815 $4.1M
Foresight Capital Management Advisors, Inc. 2.53% Reduce -0.6% 14,802 $4.1M
Long Run Wealth Advisors, LLC 0.92% Add +0.5% 14,795 $4.1M
Gateway Wealth Partners, LLC 0.91% Add +1.6% 14,762 $4.1M
Fisher Asset Management 0.00% Reduce -39.8% 14,717 $4.0M
Sylvest Advisors, LLC 2.53% Reduce -0.6% 14,706 $4.0M
Faithward Advisors, LLC 0.70% Add +12.0% 14,664 $4.0M
Sovran Advisors, LLC 0.52% Add +112.2% 15,542 $4.0M
Tradewinds, LLC. 1.13% Add +2.2% 14,594 $4.0M
Providence First Trust Co 1.63% Reduce -48.0% 14,587 $4.0M
Avestar Capital, LLC 0.38% Reduce -14.2% 14,581 $4.0M
Blue Edge Capital, LLC 0.64% Add +1.4% 14,561 $4.0M
Tandem Wealth Advisors LLC 2.09% Add +4.4% 14,547 $4.0M
WoodTrust Financial Corp 0.56% Reduce -61.7% 14,535 $4.0M
Tritonpoint Wealth, LLC 0.38% Add +0.4% 14,496 $4.0M
Councilmark Asset Management, LLC 2.69% No change 14,480 $4.0M
DKM Wealth Management, Inc. 3.86% Reduce -2.3% 14,466 $4.0M
DBK Financial Counsel, LLC 3.97% Reduce -4.7% 14,403 $4.0M
Hills Bank & Trust Co 0.28% Reduce -1.1% 14,402 $4.0M
Cynosure Group, LLC 0.54% No change 14,371 $3.9M
Nvwm, LLC 1.05% Add +0.4% 14,347 $3.9M
Victory Financial Group, LLC 0.75% Reduce -16.5% 14,336 $3.9M
BNC Wealth Management, LLC 1.42% Reduce -1.4% 14,302 $3.9M
Melfa Wealth Management, Inc. 2.65% Add +60.3% 14,301 $3.9M
Old National Bancorp 0.10% Add +8.7% 14,296 $3.9M
Kendall Capital Management 1.15% Add +1.3% 14,248 $3.9M
Global Assets Advisory, LLC 0.74% Add +190.6% 14,890 $3.9M
Values Added Financial LLC 2.17% Reduce -2.7% 14,217 $3.9M
Smith Salley Wealth Management 0.26% Add +0.1% 14,210 $3.9M
Legal Advantage Investments, Inc. 2.11% Reduce -0.3% 14,192 $3.9M
Indiana Trust & Investment Management Co 1.41% Reduce -0.0% 14,124 $3.9M
Kestra Investment Management, LLC 0.07% Add +106.8% 24,946 $3.9M
Columbus Macro, LLC 0.51% Add +7.5% 14,020 $3.9M
Single Point Partners, LLC 0.90% Reduce -1.7% 13,997 $3.8M
Shepherd Kaplan Krochuk, LLC 3.29% Add +20.5% 13,965 $3.8M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -4.1% 13,955 $3.8M
Ashton Thomas Private Wealth, LLC 0.15% Add +0.7% 13,937 $3.8M
Meridian Wealth Partners, LLC 0.61% Reduce -7.4% 13,922 $3.8M
Certuity, LLC 0.40% Add +10.6% 13,915 $3.8M
Berger Financial Group, Inc 0.27% Add +5.1% 13,892 $3.8M
Milestone Investment Advisors LLC 1.06% Reduce -14.5% 13,890 $3.8M
SeaBridge Investment Advisors LLC 0.82% Add +6.7% 13,881 $3.8M
Heritage Financial Services, LLC 0.38% Add +71.9% 13,860 $3.8M
Hilltop Holdings Inc. 0.24% Reduce -7.5% 13,852 $3.8M
Prodigy Asset Management LLC 3.07% Add +8.9% 13,828 $3.8M
LRI Investments, LLC 0.37% Add +22.3% 13,825 $3.8M
Sentry LLC 0.74% Add +0.3% 13,822 $3.8M
O'ROURKE & COMPANY, Inc 1.88% Reduce -1.2% 13,812 $3.8M
Consolidated Portfolio Review Corp 0.61% Add +5.4% 13,795 $3.8M
Serenus Wealth Advisors, LLC 0.63% Add +1.8% 13,783 $3.8M
Caldwell Trust Co 0.41% Add +3.2% 13,763 $3.8M
Members Trust Co 0.13% Add +338.3% 13,762 $3.8M
Adero Partners, LLC 0.25% Add +0.1% 13,717 $3.8M
Narus Financial Partners, LLC 1.28% Reduce -3.5% 13,698 $3.8M
Bear Mountain Capital, Inc. 1.46% Add +2.6% 13,803 $3.8M
Fulton Bank, N.A. 0.15% Add +2.6% 13,610 $3.7M
Strategies Wealth Advisors, LLC 0.46% Add +1.8% 13,603 $3.7M
Pinnacle Financial Group, LLC / IL 1.36% Reduce -7.0% 13,571 $3.7M
Fiduciary Group, LLC 0.37% Add +0.9% 13,560 $3.7M
Moneco Advisors, LLC 0.39% Add +22.6% 13,551 $3.7M
Neuberger Berman Group LLC 0.00% Reduce -2.9% 13,504 $3.7M
Gallacher Capital Management LLC 1.81% Reduce -0.9% 13,492 $3.7M
Norris Financial Group, LLC 1.73% Reduce -39.8% 13,490 $3.7M
Napatree Capital LLC 2.08% Add +0.8% 13,463 $3.7M
Quadcap Wealth Management, LLC 0.54% Reduce -0.6% 13,453 $3.7M
Old North State Trust, LLC 2.35% No change 12,736 $3.7M
Red Door Wealth Management, LLC 0.54% Add +24.0% 13,365 $3.7M
Biltmore Family Office, LLC 0.63% No change 13,348 $3.7M
Treasure Coast Financial Planning 2.27% Add +11.0% 13,334 $3.7M
TruNorth Capital Management, LLC 0.91% Add +0.3% 13,311 $3.7M
White Lighthouse Investment Management Inc. 0.65% Add +27.1% 13,310 $3.7M
Selective Wealth Management, Inc. 1.59% Add +23.1% 13,971 $3.7M
First Trust Advisors LP 0.00% Reduce -8.7% 13,304 $3.7M
Washington Trust Advisors, Inc. 0.32% Add +1.6% 13,259 $3.6M
Embree Financial Group 0.61% Reduce -1.6% 13,203 $3.6M
True North Advisors, LLC 0.64% Reduce -1.8% 13,154 $3.6M
Woodside Wealth Management LLC 3.35% — 13,139 $3.6M
Absolute Capital Management, LLC 2.09% Reduce -12.0% 13,128 $3.6M
Letson Investment Management, Inc. 1.45% No change 13,125 $3.6M
Avant Capital LLC 3.00% Add +0.9% 13,122 $3.6M
R.H. Investment Group, LLC 3.47% Add +21.2% 13,108 $3.6M
TFB Advisors LLC 1.04% Reduce -17.2% 13,106 $3.6M
IMS Capital Management 1.81% Add +27.7% 13,080 $3.6M
Cherry Tree Wealth Management, LLC 0.87% Add +2.1% 13,067 $3.6M
Keel Point, LLC 0.28% Reduce -3.0% 13,063 $3.6M
Twin Lakes Capital Management, LLC 2.42% Add +0.4% 13,048 $3.6M
Pegasus Asset Management, Inc. 1.43% Reduce -3.3% 13,027 $3.6M
Vicus Capital 0.33% Reduce -4.3% 13,008 $3.6M
Nikulski Financial, Inc. 1.08% Add +1.5% 13,007 $3.6M
Quantum Financial Advisors, LLC 0.53% Add +2.3% 12,984 $3.6M
Legacy Advisors, LLC 0.37% Add +384.9% 12,972 $3.6M
Charter Oak Capital Management, LLC 0.33% Reduce -1.4% 12,967 $3.6M
Guidance Capital, Inc. 1.09% Add +5.7% 12,776 $3.6M
Silvercrest Asset Management Group LLC 0.03% Reduce -0.2% 12,918 $3.6M
Larson Financial Group LLC 0.17% Add +4.1% 12,911 $3.5M
Mattern Wealth Management LLC 0.78% No change 12,905 $3.5M
Cantor Fitzgerald Investment Advisors L.P. 0.26% Reduce -16.5% 12,904 $3.5M
Sulzberger Capital Advisors, Inc. 4.65% Reduce -36.9% 12,876 $3.5M
Hoese & Co LLP 3.07% No change 12,873 $3.5M
Forza Wealth Management, LLC 1.59% Add +7.7% 12,859 $3.5M
CIBC Asset Management Inc 0.01% Add +2.0% 13,205 $3.5M
Stonebridge Financial Group, LLC 0.38% Reduce -0.1% 12,846 $3.5M
Legacy Wealth Management, LLC / MS 1.15% Reduce -3.4% 12,844 $3.5M
Coordinated Financial Services, Inc. 2.74% — 12,826 $3.5M
Exchange Bank 2.84% Reduce -3.0% 12,817 $3.5M
Marotta Asset Management 0.69% Add +9.8% 12,426 $3.5M
CCG Wealth Management, LLC 2.10% Add +17.1% 12,793 $3.5M
First Citizens Bank & Trust Co. 0.09% Add +5.5% 12,772 $3.5M
MBL Wealth, LLC 0.36% Reduce -8.1% 12,762 $3.5M
Capital Insight Partners, LLC 0.61% Reduce -0.3% 12,748 $3.5M
626 Financial, LLC 1.80% Reduce -4.0% 12,712 $3.5M
Keener Financial Planning LLC 2.25% Reduce -16.3% 12,623 $3.5M
Marino, Stram & Associates LLC 0.77% Add +11.1% 12,594 $3.5M
Index Fund Advisors, Inc. 0.21% Add +0.9% 12,560 $3.5M
Clear Creek Financial Management, LLC 0.36% Add +8.8% 12,554 $3.5M
Front Street Capital Management, Inc. 0.66% Add +248.9% 12,509 $3.4M
Drive Wealth Management, LLC 0.81% Add +5.9% 12,497 $3.4M
First National Bank of Mount Dora, Trust Investment Services 0.83% No change 12,391 $3.4M
Boston Research & Management Inc. 0.84% No change 12,380 $3.4M
Hendershot Investments Inc. 0.46% Add +15.6% 12,295 $3.4M
Lazari Capital Management, Inc. 1.38% Add +4.8% 12,282 $3.4M
CMG Global Holdings, LLC 2.19% Add +1.8% 12,496 $3.4M
MCF Advisors LLC 0.24% Add +5.6% 12,221 $3.4M
J Hagan Capital, Inc. 2.73% — 11,565 $3.4M
First Citizens Financial Corp 1.89% Reduce -16.6% 12,146 $3.3M
Signal Tree Financial Partners LLC 3.34% Add +25.0% 12,127 $3.3M
Mad River Investors 1.41% No change 12,122 $3.3M
Ledyard National Bank 0.33% Reduce -7.7% 12,121 $3.3M
Crux Wealth Advisors 1.73% Reduce -5.1% 12,076 $3.3M
Investment Advisory Group, LLC 1.11% Add +2.1% 12,075 $3.3M
Compass Capital Corp. /Ma/ 1.73% Reduce -13.3% 12,889 $3.3M
Anderson Hoagland & Co. 0.39% Add +48.0% 13,550 $3.3M
Sandy Spring Bank 0.14% Reduce -2.2% 12,015 $3.3M
Madrona Financial Services, LLC 0.91% Reduce -1.7% 12,012 $3.3M
Stonegate Investment Group, LLC 0.09% Reduce -8.9% 11,994 $3.3M
Brown Miller Wealth Management, LLC 1.14% Reduce -0.7% 11,971 $3.3M
Synergy Investment Management, LLC 1.37% Reduce -1.1% 11,949 $3.3M
Smartleaf Asset Management LLC 0.32% Add +15.9% 12,007 $3.3M
Dunhill Financial, LLC 1.49% Reduce -1.1% 11,933 $3.3M
Cambria Investment Management, L.P. 0.23% Reduce -9.2% 11,907 $3.3M
iA Global Asset Management Inc. 0.06% Add +76.6% 11,884 $3.3M
Francis Financial, Inc. 0.79% Add +2.7% 11,868 $3.3M
Beaumont Financial Advisors, LLC 0.26% Add +2.0% 11,855 $3.3M
Moors & Cabot, Inc. 0.17% Add +16.8% 11,841 $3.3M
Everstar Asset Management, LLC 2.15% Reduce -1.5% 11,829 $3.3M
HC Advisors, LLC 2.43% Add +595.1% 11,823 $3.2M
Pettyjohn, Wood & White, Inc. 0.62% Add +842.6% 11,783 $3.2M
Decker Retirement Planning Inc. 2.02% Reduce -11.0% 11,771 $3.2M
Geometric Wealth Advisors 0.55% Reduce -36.3% 11,757 $3.2M
American Institute for Advanced Investment Management, LLP 2.46% Reduce -4.4% 11,726 $3.2M
Barton Investment Management 0.40% Reduce -2.5% 11,717 $3.2M
BCS Wealth Management 0.83% Reduce -0.8% 11,700 $3.2M
Bragg Financial Advisors, Inc 0.13% Add +20.9% 11,691 $3.2M
Financial Strategies Group, Inc. 0.76% Add +27.7% 12,159 $3.2M
Carl P. Sherr & Co., LLC 1.75% Reduce -4.4% 11,662 $3.2M
Hohimer Wealth Management, LLC 0.63% Reduce -63.6% 11,636 $3.2M
Advisors Capital Management, LLC 0.05% Reduce -5.8% 11,619 $3.2M
SC&H Financial Advisors, Inc. 0.63% Reduce -0.8% 11,591 $3.2M
West Coast Financial LLC 0.36% No change 11,542 $3.2M
Brio Consultants, LLC 0.50% Add +31.8% 11,502 $3.2M
Kwmg, LLC 0.32% Reduce -26.0% 11,500 $3.2M
Davis Capital Management 2.52% Add +0.1% 11,489 $3.2M
High Net Worth Advisory Group LLC 0.89% Add +4.7% 11,460 $3.2M
Yoder Wealth Management, Inc. 1.77% Add +1.1% 11,447 $3.1M
Cooper Financial Group 0.41% Reduce -24.0% 11,445 $3.1M
Icon Wealth Advisors, LLC 0.26% Reduce -17.3% 11,442 $3.1M
Christensen, King & Associates Investment Services, Inc. 1.49% Add +7.1% 11,014 $3.1M
Lumbard & Kellner, LLC 1.38% Reduce -11.9% 11,396 $3.1M
Mission Creek Capital Partners, Inc. 0.76% Reduce -5.7% 11,377 $3.1M
Lion Street Advisors, LLC 0.99% Reduce -3.3% 11,367 $3.1M
Madden Advisory Services, Inc. 1.46% Reduce -0.9% 11,361 $3.1M
Anchor Investment Management, LLC 0.29% Add +0.1% 11,353 $3.1M
FinDec Wealth Services, Inc. 3.08% New 11,345 $3.1M
HBW Advisory Services LLC 0.44% Add +11.0% 11,267 $3.1M
PBMares Wealth Management LLC 0.62% Add +6.9% 11,265 $3.1M
Cadence Bank 0.22% Add +0.9% 11,263 $3.1M
Professional Advisory Services Inc. 0.39% No change 11,260 $3.1M
Miller Investment Management, LP 0.34% Reduce -3.8% 11,255 $3.1M
Novus Advisors, LLC 3.12% Reduce -0.8% 11,255 $3.1M
Redhawk Wealth Advisors, Inc. 0.42% Reduce -1.8% 11,254 $3.1M
Fort Point Capital Partners LLC 0.34% Reduce -0.5% 11,191 $3.1M
ALM First Financial Advisors, LLC 0.70% No change 14,000 $3.1M
Novem Group 0.43% Add +5.3% 11,167 $3.1M
Mainsail Asset Management, LLC 2.10% Add +2.1% 11,157 $3.1M
Park Place Capital Corp 0.83% Reduce -0.3% 11,147 $3.1M
National Wealth Management Group, LLC 2.01% Add +0.1% 11,146 $3.1M
Matauro, LLC 0.62% Add +1.0% 11,134 $3.1M
Mayfair Advisory Group, LLC 1.76% Add +0.7% 11,121 $3.1M
Cassaday & Co Wealth Management LLC 0.09% Add +42.2% 11,071 $3.0M
Money Concepts Capital Corp. 0.23% Add +21.6% 11,060 $3.0M
Novak & Powell Financial Services, Inc. 1.89% Reduce -0.6% 11,027 $3.0M
Diversified Enterprises, LLC 0.25% No change 11,009 $3.0M
Aries Wealth Management 0.82% Reduce -3.6% 10,985 $3.0M
Boyum Wealth Architects LLC 2.93% — 10,984 $3.0M
Elite Financial, Inc. 1.59% Reduce -1.6% 10,976 $3.0M
Aurelius Family Office LLC 1.53% Add +8.6% 10,956 $3.0M
Bare Financial Services, Inc 1.16% No change 10,954 $3.0M
Nicholson Wealth Management Group, LLC 1.97% No change 10,928 $3.0M
Hardin Capital Partners, LLC 1.84% Add +5.8% 10,921 $3.0M
RFP Financial Group LLC 1.21% Add +0.7% 10,915 $3.0M
Renasant Bank 1.99% Reduce -0.8% 10,907 $3.0M
Howard Financial Services, LTD. 0.41% Add +0.3% 10,887 $3.0M
FF Advisors,LLC 1.72% Add +1.7% 10,831 $3.0M
Westmount Partners, LLC 0.91% Reduce -0.3% 10,879 $3.0M
Voya Financial Advisors, Inc. 0.33% Add +11.0% 10,903 $3.0M
Creekside Partners 1.56% Add +0.1% 10,841 $3.0M
Tyche Wealth Partners LLC 0.64% Add +11.6% 10,827 $3.0M
Lakewood Asset Management LLC 2.00% Reduce -14.6% 10,810 $3.0M
Grove Bank & Trust 0.40% Add +135.1% 10,769 $3.0M
Avantax Planning Partners, Inc. 0.10% Add +0.4% 10,745 $3.0M
Priebe Wealth Holdings LLC 1.84% Reduce -15.7% 10,738 $3.0M
BLB&B Advisors, LLC 0.15% Reduce -0.4% 10,725 $2.9M
Kiley Juergens Wealth Management, LLC 0.78% Add +2.8% 10,692 $2.9M
Waterloo Capital, L.P. 0.27% Reduce -18.5% 10,646 $2.9M
BancFirst Trust & Investment Management 1.46% Reduce -29.2% 10,686 $2.9M
Lodestone Wealth Management LLC 1.55% Add +0.2% 10,625 $2.9M
Beam Wealth Advisors, Inc. 0.98% Reduce -0.5% 10,564 $2.9M
Soltis Investment Advisors LLC 0.26% Reduce -25.2% 10,507 $2.9M
Lee, Kelleher & Klein Wealth Management 2.12% No change 10,504 $2.9M
Clarendon Private LLC 3.05% Add +52.9% 10,497 $2.9M
Arlington Financial Advisors, LLC 0.51% New 10,485 $2.9M
Centricity Wealth Management, LLC 2.61% Add +1.0% 10,457 $2.9M
Princeton Global Asset Management LLC 0.57% Reduce -1.9% 10,412 $2.9M
Strategic Financial Partners, Ltd. 1.51% Reduce -4.3% 10,412 $2.9M
First Manhattan Co. Llc. 0.01% Reduce -45.1% 10,406 $2.9M
Whittier Trust Co. of Nevada Inc. 0.07% Add +39.8% 10,404 $2.9M
Winch Advisory Services, LLC 0.76% Add +4.2% 10,401 $2.9M
Fairway Wealth LLC 1.06% Add +222.6% 10,399 $2.9M
Traynor Capital Management, Inc. 0.24% Add +3.9% 10,375 $2.9M
Apex Wealth Management, LLC 2.56% Add +9.1% 10,371 $2.9M
SwitchPoint Financial Planning, LLC 2.70% Add +18.8% 10,351 $2.8M
JNBA Financial Advisors 0.29% Add +0.6% 10,344 $2.8M
Quartz Partners, LLC 1.72% Add +614.0% 10,318 $2.8M
Pinnacle Bancorp, Inc. 0.92% Add +0.3% 10,318 $2.8M
Security National Bank 0.53% Add +0.3% 10,290 $2.8M
Ames National Corp. 1.89% No change 10,269 $2.8M
Bedel Financial Consulting, Inc. 0.40% Reduce -9.0% 10,263 $2.8M
Aspire Growth Partners LLC 2.50% Add +4.8% 10,216 $2.8M
Wells Trecaso Financial Group, LLC 0.94% Add +10.3% 10,244 $2.8M
Advisors Management Group Inc. 0.61% Add +9.9% 10,244 $2.8M
Outfitters Financial LLC 2.53% Reduce -0.9% 10,224 $2.8M
One Charles Private Wealth Services, LLC 0.91% Add +3.5% 10,214 $2.8M
Arcus Capital Partners, LLC 1.13% Add +0.6% 10,199 $2.8M
Berkeley Capital Partners, LLC 0.77% Add +0.4% 10,181 $2.8M
Rialto Wealth Management, LLC 0.87% Reduce -2.7% 10,131 $2.8M
Lee Financial Co 0.42% Reduce -0.7% 10,100 $2.8M
Roehl & Yi Investment Advisors, LLC 1.50% Add +4.8% 25,495 $2.8M
Jordan Park Group LLC 0.20% Reduce -11.8% 10,046 $2.8M
Royal Fund Management, LLC 0.33% Add +2.7% 9,956 $2.8M
Archer Investment Corp 0.71% Reduce -0.2% 10,014 $2.8M
Kennicott Capital Management LLC 1.80% Reduce -22.5% 10,013 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +2.8% 9,972 $2.7M
Moulton Wealth Management, Inc. 2.09% Reduce -71.4% 9,951 $2.7M
Autumn Glory Partners, LLC 1.35% Add +106.4% 9,919 $2.7M
Eagle Rock Investment Company, LLC 0.47% Reduce -4.9% 9,879 $2.7M
Dagco, Inc. 0.88% Add +0.6% 9,878 $2.7M
HTG Investment Advisors, Inc. 1.13% No change 9,859 $2.7M
Roof Eidam Maycock Peralta, LLC 0.72% Reduce -1.6% 9,826 $2.7M
Ashton Thomas Securities, LLC 0.75% Reduce -1.5% 9,810 $2.7M
Peapack Gladstone Financial Corp. 0.04% Add +51.7% 9,807 $2.7M
Paladin Advisory Group, LLC 2.15% Add +33.2% 9,766 $2.7M
180 Wealth Advisors, LLC 0.43% Reduce -2.5% 9,756 $2.7M
Werba Rubin Papier Wealth Management 0.58% Add +16.7% 9,752 $2.7M
Parkside Financial Bank & Trust 0.34% Reduce -4.5% 9,715 $2.7M
YHB Investment Advisors, Inc. 0.22% Reduce -9.2% 9,698 $2.7M
Capasso Planning Partners LLC 1.11% Reduce -8.8% 9,689 $2.7M
Cascade Investment Advisors, Inc. 1.80% Add +8.1% 9,682 $2.7M
Daymark Wealth Partners, LLC 0.11% Reduce -12.4% 9,653 $2.7M
Fairman Group, LLC 2.43% Add +0.9% 9,224 $2.6M
Paragon Private Wealth Management, LLC 1.23% No change 9,616 $2.6M
Clifford Swan Investment Counsel LLC 0.10% Add +4.2% 9,579 $2.6M
Arbor Investment Advisors, LLC 0.36% Reduce -1.8% 9,572 $2.6M
McAdam, LLC 0.16% Reduce -24.9% 9,564 $2.6M
Johnson Bixby & Associates, LLC 0.39% Reduce -2.6% 9,562 $2.6M
Thompson Investment Management, Inc. 0.40% Add +1.7% 9,562 $2.6M
Aviance Capital Partners, LLC 0.37% Add +0.3% 9,485 $2.6M
Catalyst Financial Partners LLC 0.48% Reduce -5.1% 9,447 $2.6M
TriaGen Wealth Management LLC 0.91% Reduce -0.9% 9,407 $2.6M
S&T Bank 0.84% No change 9,397 $2.6M
Goldstein Advisors, LLC 0.38% Add +269.6% 9,384 $2.6M
Glass Jacobson Investment Advisors llc 0.85% No change 8,892 $2.6M
Farmers & Merchants Investments Inc. 0.08% Reduce -1.1% 9,352 $2.6M
Alpha Cubed Investments, LLC 0.11% Add +7.2% 9,309 $2.6M
Investment Advisory Services Inc. /TX 0.92% Add +2.0% 9,300 $2.6M
Independence Financial Advisors, LLC 0.97% — 9,298 $2.6M
BOS Asset Management, LLC 0.88% Reduce -9.2% 9,287 $2.6M
Continental Investors Services, Inc. 5.05% Reduce -9.0% 9,310 $2.5M
Gradient Investments LLC 0.05% Add +0.1% 9,238 $2.5M
Visionary Wealth Advisors 0.15% Add +3.3% 9,224 $2.5M
Exchange Capital Management, Inc. 0.41% Reduce -2.7% 9,182 $2.5M
Councilor Wealth, LLC 1.26% Add +0.3% 9,170 $2.5M
Jackson, Grant Investment Advisers, Inc. 0.97% Reduce -5.9% 9,161 $2.5M
Acorn Wealth Advisors, LLC 1.05% Add +5.2% 9,154 $2.5M
Summit Global Investments 0.18% Reduce -0.4% 9,150 $2.5M
Atlas Legacy Advisors, LLC 0.64% Reduce -77.6% 9,116 $2.5M
Fee-Only Financial Planning, L.C. 1.71% Reduce -3.8% 9,120 $2.5M
Alpha Omega Wealth Management LLC 0.48% Reduce -6.5% 9,108 $2.5M
Avidian Wealth Enterprises, LLC 0.11% Add +31.0% 9,100 $2.5M
Leo Wealth, LLC 0.36% Reduce -7.0% 9,091 $2.5M
Meredith Wealth Planning 1.10% Reduce -3.0% 9,081 $2.5M
WPWealth LLP 0.49% Reduce -0.1% 9,030 $2.5M
Financial Symmetry Inc 1.52% Add +106.0% 9,006 $2.5M
Piedmont Capital Management, LLC 1.77% Reduce -0.3% 10,099 $2.5M
Tower Wealth Partners, Inc. 1.32% Reduce -0.9% 8,955 $2.5M
Yoffe Investment Management, LLC 3.60% No change 8,908 $2.4M
Total Clarity Wealth Management, Inc. 0.80% No change 8,438 $2.4M
Altura Wealth Advisors Inc. 1.62% Add +44.9% 8,869 $2.4M
Trifecta Capital Advisors, LLC 0.51% No change 8,856 $2.4M
NCM Capital Management, LLC 1.09% No change 8,846 $2.4M
Tocqueville Asset Management L.P. 0.04% Add +23.4% 8,825 $2.4M
Tempus Wealth Planning, LLC 0.72% Add +3.1% 8,802 $2.4M
LongView Wealth Management 0.73% Add +0.1% 8,801 $2.4M
First Command Advisory Services, Inc. 0.02% Add +57.1% 8,794 $2.4M
Sound Stewardship, LLC 1.38% Reduce -0.6% 8,794 $2.4M
Paloma Partners Management Co 0.87% Add +4295.5% 8,791 $2.4M
Burns Matteson Capital Management, LLC 1.30% Add +0.1% 8,789 $2.4M
Cedar Mountain Advisors, LLC 0.54% Add +1.2% 8,767 $2.4M
Fulton Breakefield Broenniman LLC 0.17% Reduce -3.0% 8,756 $2.4M
Kavar Capital Partners Group, LLC 0.40% Add +0.4% 8,755 $2.4M
ORG Partners LLC 0.61% Add +46.0% 8,708 $2.4M
EagleClaw Capital Managment, LLC 0.38% Add +7.4% 8,732 $2.4M
Certified Advisory Corp 0.27% Reduce -2.2% 8,731 $2.4M
Peak Retirement Planning, Inc. 1.33% Add +31.2% 8,731 $2.4M
ICONIQ Capital, LLC 0.04% Reduce -93.0% 8,711 $2.4M
One Wealth Management Investment & Advisory Services, LLC 3.96% Add +310.3% 8,702 $2.4M
Sumitomo Mitsui Trust Group, Inc. 0.00% No change 8,700 $2.4M
Sound Income Strategies, LLC 0.14% Add +380.5% 8,697 $2.4M
Eldridge Investment Advisors, Inc. 0.55% Reduce -6.2% 8,650 $2.4M
SkyOak Wealth, LLC 0.52% Add +1.7% 8,649 $2.4M
Parkworth Wealth Management, Inc. 1.89% Add +15.6% 8,624 $2.4M
J. L. Bainbridge & Co., Inc. 0.24% Reduce -0.1% 8,615 $2.4M
Cornerstone Financial Group, LLC 2.13% Add +18.0% 8,235 $2.4M
Rossmore Private Capital 0.29% No change 8,574 $2.4M
Nabity-Jensen Investment Management Inc 1.87% Reduce -1.9% 8,547 $2.3M
Canvas Wealth Advisors, LLC 0.60% Add +63.2% 9,068 $2.3M
Financial Insights, Inc. 0.93% Reduce -0.8% 8,540 $2.3M
Gentry Private Wealth, LLC 1.93% New 8,518 $2.3M
Belmont Capital, LLC 0.42% No change 8,508 $2.3M
Clearstead Trust, LLC 0.52% Add +430.1% 8,502 $2.3M
Prelude Capital Management, LLC 0.24% New 8,483 $2.3M
Strategic Financial Services, Inc. 0.14% Reduce -2.9% 8,482 $2.3M
American Trust 0.57% Reduce -49.1% 8,467 $2.3M
Fiduciary Alliance LLC 0.23% Reduce -1.9% 8,447 $2.3M
Greenfield Savings Bank 1.13% Add +3.1% 8,380 $2.3M
Five Oceans Advisors 1.10% Reduce -13.7% 8,367 $2.3M
Oak Hill Wealth Advisors, LLC 0.53% Reduce -3.1% 8,366 $2.3M
Moseley Investment Management Inc. 0.90% Reduce -10.4% 8,333 $2.3M
Inspire Advisors, LLC 0.26% Add +57.5% 8,332 $2.3M
Fortress Wealth Management, Inc. 1.19% Reduce -2.3% 8,307 $2.3M
Northeast Financial Group, Inc. 0.85% Reduce -0.9% 8,306 $2.3M
Tacita Capital Inc 1.64% Reduce -5.0% 8,301 $2.3M
Yeomans Consulting Group, Inc. 0.88% Reduce -39.8% 8,263 $2.3M
Dash Acquisitions Inc. 0.51% Reduce -0.8% 7,831 $2.3M
Sprinkle Financial Consultants LLC 1.43% No change 8,221 $2.3M
Capital Advisors Inc. 0.04% Reduce -4.9% 8,202 $2.3M
Financial & Tax Architects, LLC 0.57% Add +6.2% 8,201 $2.3M
Cromwell Holdings LLC 1.45% Reduce -47.8% 8,185 $2.2M
PGIM Custom Harvest LLC 0.05% Reduce -78.0% 8,185 $2.2M
Aquire Wealth Advisors, LLC 0.69% Add +0.7% 8,181 $2.2M
Talisman Wealth Advisors LLC 2.31% Add +0.4% 8,179 $2.2M
Yukon Wealth Management, Inc. 0.93% — 8,172 $2.2M
Simmons Bank 0.17% Reduce -0.5% 8,164 $2.2M
Sfm, LLC 1.65% Reduce -1.8% 8,164 $2.2M
Williams Jones Wealth Management, LLC. 0.03% Reduce -0.1% 8,163 $2.2M
Everest Private Wealth 2.04% Add +0.3% 8,148 $2.2M
Curtis Advisory Group, LLC 0.65% Reduce -20.2% 8,073 $2.2M
Comprehensive Money Management Services LLC 1.78% Add +0.0% 8,024 $2.2M
Running Point Capital Advisors, LLC 0.70% Reduce -9.8% 7,975 $2.2M
Wealth Management Strategies, Inc. 1.47% Add +4.4% 7,972 $2.2M
Empire Financial Management Company, LLC 0.68% Reduce -6.5% 7,957 $2.2M
Holland Advisory Services, Inc. 3.31% Reduce -0.1% 7,941 $2.2M
Orca Investment Management, LLC 2.18% Add +0.5% 7,939 $2.2M
Base Wealth Management LLC 1.66% — 7,922 $2.2M
Monument Capital Management 0.67% Add +0.2% 7,921 $2.2M
First National Trust Co 0.09% Add +15.8% 7,880 $2.2M
Keb Asset Management, LLC 0.61% Reduce -1.2% 7,864 $2.2M
Horan Securities, Inc. 0.81% Reduce -1.7% 7,832 $2.2M
Seed Wealth Management, Inc. 1.75% Reduce -4.3% 7,815 $2.1M
Accent Capital Management, LLC 1.24% No change 7,811 $2.1M
McGlone Suttner Wealth Management, Inc. 0.35% Add +0.1% 7,803 $2.1M
S.E.E.D. Planning Group LLC 0.72% No change 7,788 $2.1M
Friday Financial 1.28% Add +138.9% 7,699 $2.1M
Waterway Wealth Management, LLC 0.89% Reduce -5.2% 7,772 $2.1M
Elevation Wealth Partners, LLC 0.92% Reduce -9.4% 7,745 $2.1M
Flywheel Private Wealth LLC 1.94% Reduce -1.0% 7,762 $2.1M
Walkner Condon Financial Advisors LLC 0.43% Add +14.2% 7,746 $2.1M
Waypoint Wealth Partners Inc. 0.59% Reduce -5.8% 7,726 $2.1M
Strategic Investment Management, LLC 0.85% Add +297.4% 7,710 $2.1M
Calamos Wealth Management LLC 0.11% Add +167.9% 7,710 $2.1M
K.J. Harrison & Partners Inc 0.41% New 7,700 $2.1M
Bridge Generations Wealth Management LLC 1.33% Add +605.8% 7,693 $2.1M
KFA Private Wealth Group, LLC 0.74% Add +18.0% 7,688 $2.1M
Austin Private Wealth, LLC 0.19% Add +24.6% 7,665 $2.1M
Foster Victor Wealth Advisors, LLC 0.17% Add +549.0% 8,041 $2.1M
Madison Wealth Partners, Inc 0.52% Reduce -1.5% 7,652 $2.1M
Pasadena Private Wealth, LLC 0.40% Add +300.4% 7,628 $2.1M
Cahill Financial Advisors Inc. 0.28% Add +2.9% 7,623 $2.1M
Center for Financial Planning, Inc. 0.27% Add +2.8% 7,619 $2.1M
Watershed Private Wealth LLC 0.84% Add +0.0% 7,619 $2.1M
Cascade Wealth Advisors, Inc 1.45% Add +4.7% 7,930 $2.1M
Roffman Miller Associates Inc. 0.13% Add +6.8% 7,598 $2.1M
Willis Johnson & Associates, Inc. 0.16% Add +2.8% 7,593 $2.1M
Plum Street Advisors, LLC 1.00% No change 7,587 $2.1M
Howard Capital Management, LLC 0.05% Reduce -3.4% 7,583 $2.1M
Fourth Dimension Wealth, LLC 1.01% Reduce -0.5% 7,574 $2.1M
Accurate Wealth Management, LLC 0.40% Reduce -25.4% 7,977 $2.1M
Rodgers & Associates, LTD 0.25% Reduce -4.9% 7,569 $2.1M
Simplicity Wealth,LLC 0.16% Add +70.9% 7,567 $2.1M
Latitude Advisors, LLC 1.21% Reduce -0.2% 7,564 $2.1M
Fonville Wealth Management LLC 0.61% Reduce -4.3% 7,605 $2.1M
New Republic Capital, LLC 0.90% Add +0.8% 7,529 $2.1M
Oxbow Advisors, LLC 0.22% Reduce -4.5% 7,528 $2.1M
Neumann Capital Management, LLC 0.71% Reduce -4.1% 7,491 $2.1M
Fiduciary Advisors, Inc. 2.03% Reduce -0.1% 7,488 $2.1M
Tradition Wealth Management, LLC 0.18% Add +17.1% 7,485 $2.1M
KMG Fiduciary Partners, LLC 0.17% Add +27.8% 7,481 $2.1M
Richmond Investment Services, LLC 1.12% Reduce -58.1% 7,472 $2.1M
Greenberg Financial Group 0.85% — 6,391 $2.1M
Howard Wealth Management, LLC 1.14% Reduce -4.8% 7,446 $2.0M
Kropog Financial Group, LLC 1.94% Reduce -0.5% 7,444 $2.0M
Baldwin Investment Management, LLC 0.25% Add +0.8% 7,430 $2.0M
Schaper Benz & Wise Investment Counsel Inc. 0.17% Add +31.9% 7,412 $2.0M
HFG Advisors, Inc. 1.74% Reduce -7.8% 7,406 $2.0M
Federated Hermes, Inc. 0.00% Add +1.6% 7,403 $2.0M
Octavia Wealth Advisors, LLC 0.25% Add +1.2% 7,391 $2.0M
Copperleaf Capital, LLC 1.21% Add +20.9% 7,379 $2.0M
Montag A & Associates Inc. 0.10% Add +18.1% 7,376 $2.0M
Austin Wealth Management, LLC 0.41% Reduce -0.8% 7,514 $2.0M
Tilson Financial Group, Inc. 0.80% Add +0.3% 7,351 $2.0M
Brandywine Oak Private Wealth LLC 0.20% Add +56.3% 7,340 $2.0M
SPC Financial, Inc. 0.18% Add +0.2% 7,338 $2.0M
Northeast Planning Associates, Inc. / NH / 1.67% Reduce -1.8% 7,325 $2.0M
Innealta Capital, LLC 1.10% Reduce -10.0% 7,324 $2.0M
Secured Retirement Advisors, LLC 1.29% Reduce -14.3% 7,293 $2.0M
Gemmer Asset Management LLC 0.20% Reduce -20.5% 7,287 $2.0M
Fermata Advisors, LLC 0.36% Add +10.1% 7,263 $2.0M
Tompkins Financial Corp. 0.19% Add +4.7% 7,238 $2.0M
Great Lakes Advisors, LLC 0.02% Add +245.1% 7,236 $2.0M
Sfmg, LLC 0.16% Reduce -27.5% 7,228 $2.0M
Pacifica Partners Inc. 0.91% Reduce -3.5% 7,520 $2.0M
Silverlake Wealth Management LLC 0.76% Add +4.2% 7,216 $2.0M
Capital Management Associates, Inc 0.45% Add +94.8% 7,206 $2.0M
Oarsman Capital, Inc. 0.36% Reduce -67.1% 7,201 $2.0M
Integrated Capital Management, Inc. 1.57% Reduce -12.9% 7,199 $2.0M
Clark Capital Management Group, Inc. 0.01% Reduce -3.0% 7,198 $2.0M
Intellus Advisors LLC 0.35% Add +0.2% 7,192 $2.0M
Brown Brothers Harriman & Co. 0.01% Reduce -8.6% 7,178 $2.0M
Golden State Wealth Management, LLC 0.29% Add +58.8% 7,175 $2.0M
Armstrong Advisory Group, Inc. 0.16% No change 6,797 $2.0M
Mosaic Family Wealth Partners, LLC 0.28% Add +6.0% 7,167 $2.0M
American Investment Services, Inc. 0.35% Reduce -2.0% 7,162 $2.0M
Avos Capital Management, LLC 1.30% Add +0.4% 7,162 $2.0M
FLC Capital Advisors 0.44% No change 7,149 $2.0M
Stonehaven Wealth & Tax Solutions, LLC 2.07% Add +23.4% 7,139 $2.0M
Investors Asset Management of Georgia Inc. /Ga/ 0.99% Reduce -3.1% 7,130 $2.0M
KPP Advisory Services LLC 0.37% Reduce -49.0% 7,099 $2.0M
Collaborative Wealth Managment Inc. 0.91% Reduce -20.9% 7,071 $1.9M
Innova Wealth Partners 1.20% Add +17.0% 7,063 $1.9M
Integrity Wealth Solutions LLC 1.05% Add +3.8% 7,056 $1.9M
TFO Wealth Partners, LLC 0.38% New 7,032 $1.9M
Precision Wealth Strategies, LLC 1.48% New 7,028 $1.9M
Ascent Group, LLC 0.08% Add +48.1% 7,022 $1.9M
Legacy Wealth Managment, LLC 1.40% Add +167.0% 7,015 $1.9M
Hobbs Group Advisors, LLC 0.73% Reduce -2.5% 7,002 $1.9M
RDA Financial Network 0.57% Add +1.9% 6,995 $1.9M
Mosaic Financial Group, LLC 1.55% Add +0.1% 6,919 $1.9M
Sivia Capital Partners, LLC 0.89% Add +0.0% 6,901 $1.9M
Zacks Investment Management 0.02% Reduce -16.5% 6,876 $1.9M
RS Crum Inc. 0.51% Reduce -2.9% 6,832 $1.9M
BNP Paribas Financial Markets 0.00% Add +44.5% 6,807 $1.9M
Manhattan West Asset Management, LLC 0.48% Reduce -3.6% 6,780 $1.9M
Whelan Financial 0.72% Reduce -0.4% 6,775 $1.9M
Jim Saulnier & Associates, LLC 1.44% Add +11.5% 6,754 $1.9M
Vanguard Personalized Indexing Management, LLC 0.03% Reduce -4.5% 6,743 $1.9M
LPWM LLC 0.60% Add +0.9% 6,729 $1.8M
HCR Wealth Advisors 0.24% Add +5.1% 6,722 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -3.4% 6,723 $1.8M
Bath Savings Trust Co 0.19% Add +4.8% 6,722 $1.8M
NWK Group, Inc. 0.84% No change 6,711 $1.8M
Nicolet Bankshares Inc. 0.37% Reduce -2.5% 6,705 $1.8M
Bank of Stockton 0.59% Add +5.2% 6,698 $1.8M
DecisionMap Wealth Management, LLC 1.40% Add +4.8% 6,684 $1.8M
Diversify Wealth Management, LLC 0.14% Reduce -7.2% 6,712 $1.8M
Interchange Capital Partners, LLC 0.51% Reduce -0.1% 6,656 $1.8M
Schneider Downs Wealth Management Advisors, LP 0.33% Add +3.7% 6,653 $1.8M
Essex Bank 0.45% No change 6,653 $1.8M
Wolverine Trading, LLC 0.06% Add +6.5% 6,663 $1.8M
United Community Bank 0.68% Reduce -0.7% 6,607 $1.8M
L. Roy Papp & Associates, LLP 0.22% Add +0.2% 6,596 $1.8M
Summit Wealth Group, LLC 0.53% Reduce -4.1% 6,587 $1.8M
WMG Financial Advisors, LLC 0.77% Reduce -3.8% 6,578 $1.8M
Courier Capital LLC 0.12% Reduce -18.3% 6,577 $1.8M
Pekin Hardy Strauss, Inc. 0.22% Reduce -7.1% 6,576 $1.8M
Rice Partnership, LLC 0.37% Reduce -3.2% 6,557 $1.8M
Cornell Pochily Investment Advisors, Inc. 0.63% Add +14.4% 6,543 $1.8M
Acropolis Investment Management, LLC 0.11% Reduce -3.5% 6,531 $1.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.45% Reduce -0.6% 6,505 $1.8M
OMNI 360 Wealth, Inc. 1.20% Reduce -31.0% 6,502 $1.8M
Cullen/Frost Bankers, Inc. 0.03% Add +7.3% 6,484 $1.8M
Covestor Ltd 1.18% Reduce -8.3% 6,442 $1.8M
LVW Advisors, LLC 0.21% Add +2.6% 6,407 $1.8M
RTD Financial Advisors, Inc. 0.24% Reduce -5.0% 6,406 $1.8M
Renaissance Technologies 0.00% Reduce -39.0% 6,400 $1.8M
MB Generational Wealth, LLC 1.31% No change 6,367 $1.7M
Catalyst Private Wealth, LLC 0.85% Add +25.8% 6,364 $1.7M
Falcon Wealth Planning 0.19% Reduce -3.1% 6,364 $1.7M
Park Edge Advisors, LLC 0.49% Add +1.8% 6,361 $1.7M
IronBridge Private Wealth, LLC 0.69% Add +0.3% 6,360 $1.7M
Earnest Partners LLC 0.01% Reduce -16.3% 6,357 $1.7M
LifeGoal Investments, LLC 1.88% Reduce -0.6% 6,348 $1.7M
Hamilton Wealth, LLC 0.42% Add +14.2% 6,321 $1.7M
Bull Street Advisors, LLC 0.83% Add +3.0% 6,316 $1.7M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -1.8% 6,295 $1.7M
Verus Capital Partners, LLC 0.17% Add +14.3% 6,293 $1.7M
Vawter Financial, Ltd. 0.97% Add +0.3% 6,289 $1.7M
Retirement Income Solutions, Inc. 0.36% Reduce -0.7% 6,283 $1.7M
Caldwell Sutter Capital, Inc. 0.82% No change 6,278 $1.7M
Busey Bank 0.06% Add +0.6% 6,265 $1.7M
Accredited Wealth Management, LLC 1.45% Reduce -4.0% 6,252 $1.7M
Baron Financial Group, LLC 1.08% Reduce -0.8% 6,235 $1.7M
Penobscot Investment Management Company, Inc. 0.16% Reduce -4.9% 6,225 $1.7M
Westfuller Advisors, LLC 1.14% Add +0.7% 6,219 $1.7M
Paulson Wealth Management Inc. 0.48% Reduce -3.9% 6,211 $1.7M
Acas, LLC 1.30% Add +1.9% 6,212 $1.7M
St Germain D J Co. Inc. 0.08% Reduce -13.3% 6,201 $1.7M
Stockman Wealth Management, Inc. 0.25% Reduce -0.2% 6,191 $1.7M
Family Firm, Inc. 0.38% Add +0.3% 6,184 $1.7M
Littlejohn Financial Services, Inc. 1.34% Reduce -11.8% 6,180 $1.7M
FSA Investment Group, LLC 1.45% No change 6,180 $1.7M
Main Street Group, LTD 0.74% Reduce -0.3% 6,181 $1.7M
Everett Harris & Co. 0.02% Reduce -3.8% 6,173 $1.7M
Echo Wealth Management, LLC 1.14% No change 6,164 $1.7M
Birchbrook, Inc. 0.95% No change 6,154 $1.7M
Hopwood Financial Services, Inc. 1.30% Reduce -30.8% 6,128 $1.7M
True Wealth Design, LLC 0.64% Reduce -6.6% 6,120 $1.7M
Salem Investment Counselors Inc. 0.06% Reduce -1.3% 6,114 $1.7M
Sharkey, Howes & Javer 0.24% Add +2.8% 6,094 $1.7M
Ahl Investment Management, Inc. 1.15% Reduce -1.1% 6,092 $1.7M
GatePass Capital, LLC 1.27% Add +171.9% 6,085 $1.7M
Fort Sheridan Advisors LLC 0.25% Add +0.8% 6,083 $1.7M
Koss-Olinger Consulting, LLC 0.14% New 6,076 $1.7M
Galvin, Gaustad & Stein, LLC 0.15% Reduce -2.4% 6,047 $1.7M
Bridgewealth Advisory Group, LLC 2.18% Reduce -49.1% 6,046 $1.7M
Allegheny Financial Group 0.43% Reduce -0.5% 6,044 $1.7M
Sepio Capital, LP 0.13% Add +0.2% 6,005 $1.7M
Fortis Capital Advisors, LLC 0.33% Add +22.3% 5,991 $1.6M
SP Asset Management LLC 0.15% Add +3.3% 5,990 $1.6M
Etesian Wealth Advisors, Inc. 0.71% Reduce -3.2% 5,980 $1.6M
Aspiring Ventures, LLC 0.96% Add +0.6% 5,950 $1.6M
Adirondack Trust Co. 0.64% Add +1.1% 5,972 $1.6M
CNB Bank 0.83% No change 5,969 $1.6M
Gill Capital Partners, LLC 0.57% Reduce -14.0% 5,960 $1.6M
Fiduciary Counselling Inc. 4.02% Add +3.4% 5,957 $1.6M
Clarus Wealth Advisors 0.88% Reduce -13.7% 6,098 $1.6M
Secure Asset Management, LLC 0.33% Add +6.7% 5,948 $1.6M
Verity Asset Management, Inc. 0.66% Add +69.3% 5,932 $1.6M
Centaurus Financial, Inc. 0.10% Reduce -1.6% 5,922 $1.6M
Valtinson Bruner Financial Planning LLC 0.55% Add +11.7% 5,921 $1.6M
Milestone Asset Management Group, LLC 1.47% Reduce -0.5% 5,917 $1.6M
Myecfo, LLC 0.86% Reduce -0.5% 5,913 $1.6M
Eaton Financial Holdings Company, LLC 0.67% Reduce -1.3% 5,908 $1.6M
GAMMA Investing LLC 0.12% Add +24.2% 5,906 $1.6M
Accretive Wealth Partners, LLC 0.57% Add +17.3% 5,899 $1.6M
Avalon Trust Co 0.13% Reduce -11.9% 5,900 $1.6M
Outlook Wealth Advisors, LLC 0.45% Add +1.9% 5,884 $1.6M
HWG Holdings LP 0.72% New 5,878 $1.6M
Verdence Capital Advisors LLC 0.12% Add +2.6% 5,869 $1.6M
BlueSky Wealth Advisors, LLC 0.25% Add +3.0% 5,868 $1.6M
Magnus Financial Group LLC 0.16% Add +0.9% 5,860 $1.6M
TD Asset Management Inc 0.00% Add +34.4% 5,858 $1.6M
XML Financial, LLC 0.15% Add +2.7% 5,831 $1.6M
Columbia Advisory Partners LLC 1.39% Reduce -20.6% 5,829 $1.6M
WNY Asset Management, LLC 0.19% Add +7.7% 5,828 $1.6M
Realta Investment Advisors 0.73% Reduce -19.7% 5,822 $1.6M
FSA Advisors, Inc. 1.27% Add +206.2% 5,812 $1.6M
Juncture Wealth Strategies, LLC 0.62% Reduce -2.8% 5,808 $1.6M
MFA Wealth Services 1.31% Add +0.3% 5,802 $1.6M
Oldfather Financial Services, LLC 0.60% Reduce -0.1% 5,798 $1.6M
Cook Wealth, LLC 0.77% Reduce -46.6% 5,776 $1.6M
Davidson Trust Co. 0.76% Add +3.2% 5,767 $1.6M
Financial Connections Group, Inc. 0.71% Add +0.0% 5,740 $1.6M
Strategic Advisors LLC 0.30% Add +158.8% 5,735 $1.6M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -3.3% 5,715 $1.6M
Bay Rivers Group 0.82% Reduce -9.1% 5,706 $1.6M
Muirfield Wealth Advisors LLC 1.33% Reduce -9.2% 5,690 $1.6M
JGP Wealth Management, LLC 0.21% Add +12.7% 5,688 $1.6M
ETF Store, Inc. 1.91% Add +0.1% 5,680 $1.6M
Texas Yale Capital Corp. 0.06% Add +2.0% 5,676 $1.6M
Harbour Capital Advisors, LLC 0.39% Add +9.3% 5,905 $1.6M
Grandview Asset Management LLC 0.59% Add +5.7% 5,650 $1.6M
Baltimore-Washington Financial Advisors, Inc. 0.08% Add +30.2% 5,646 $1.6M
Legacy Edge Advisors, LLC 0.24% Reduce -1.3% 5,638 $1.5M
Next Level Private LLC 0.58% Reduce -0.2% 5,634 $1.5M
Concord Wealth Partners 0.25% Reduce -3.5% 5,590 $1.5M
Ascent Wealth Partners, LLC 0.21% No change 5,588 $1.5M
US Financial Advisors, LLC 0.45% No change 5,584 $1.5M
Financial Management Professionals, Inc. 0.20% Reduce -47.3% 5,580 $1.5M
1 North Wealth Services LLC 0.71% New 5,577 $1.5M
Exencial Wealth Advisors, LLC 0.06% Reduce -4.1% 5,559 $1.5M
Mills Wealth Advisors LLC 0.81% Reduce -15.7% 5,631 $1.5M
Lanark Financial, Inc. 0.13% — 5,548 $1.5M
True Vision MN LLC 0.91% Reduce -3.5% 5,543 $1.5M
Covenant Asset Management, LLC 0.38% Add +9.4% 5,523 $1.5M
Wealth Management Nebraska 0.23% Add +38.6% 5,518 $1.5M
Goelzer Investment Management, Inc. 0.09% Add +6.0% 5,515 $1.5M
Unique Wealth, LLC 0.29% Add +141.0% 5,512 $1.5M
Premier Path Wealth Partners, LLC 0.24% Add +5.6% 5,505 $1.5M
Hubbell Strickland Wealth Management, LLC 0.71% Add +15.3% 5,489 $1.5M
Asset Planning Corporation 0.89% Add +0.1% 5,467 $1.5M
Cura Wealth Advisors, LLC 0.61% Add +2.3% 5,461 $1.5M
Wealthspire Retirement, LLC 0.12% Add +7.2% 5,461 $1.5M
Coastal Bridge Advisors, LLC 0.21% New 5,457 $1.5M
Cypress Capital Group 0.20% Reduce -1.6% 5,442 $1.5M
Impact Capital Partners LLC 0.54% Reduce -0.9% 5,441 $1.5M
BIP Alliance, LLC 0.63% Add +0.2% 5,440 $1.5M
Security Financial Services, INC. 0.30% Reduce -3.0% 5,423 $1.5M
Aspire Capital Advisors LLC 0.44% Add +1.2% 5,408 $1.5M
Vantage Financial Partners, LLC 0.37% Reduce -0.7% 5,407 $1.5M
Quadrant Private Wealth Management, LLC 0.37% Add +13.3% 5,400 $1.5M
Two Sigma Securities, LLC 0.23% Add +57.2% 5,399 $1.5M
Andina Capital Management, LLC 1.06% Add +543.4% 5,392 $1.5M
Mullaney, Keating & Wright, Inc. 1.00% Add +0.0% 5,378 $1.5M
Strategent Financial, LLC 1.33% Add +11.2% 5,365 $1.5M
Valley National Advisers Inc. 0.27% Add +2.0% 5,354 $1.5M
EFG Asset Management (Americas) Corp. 0.30% Reduce -3.0% 5,346 $1.5M
Caitlin John, LLC 1.44% Add +33.7% 5,338 $1.5M
Members Wealth LLC 1.11% Reduce -33.7% 5,334 $1.5M
Founders Financial Alliance, LLC 0.36% Add +1450.0% 5,332 $1.5M
First Foundation Advisors 0.06% Reduce -1.4% 5,324 $1.5M
Fca Corp. 0.47% Add +0.0% 5,323 $1.5M
Apexium Financial, LP 0.09% Add +31.9% 5,314 $1.5M
Retirement Capital Strategies 0.57% Reduce -1.1% 5,311 $1.5M
Heritage Wealth Advisors 0.07% Reduce -9.5% 5,304 $1.5M
Wiser Wealth Management, Inc 0.41% Reduce -39.1% 5,301 $1.5M
IFG Advisors, LLC 0.28% Add +3.9% 5,298 $1.5M
Wingate Wealth Advisors, Inc. 1.68% Reduce -0.3% 5,296 $1.5M
Family Manage LLC 0.24% Add +1.3% 5,289 $1.5M
Westshore Wealth, LLC 0.61% Add +0.1% 5,271 $1.4M
BTG Pactual Asset Management US LLC 0.19% No change 5,260 $1.4M
Woodard & Co. Asset Management Group Inc. 0.30% Add +3.4% 5,254 $1.4M
1776 Wealth LLC 0.66% Add +14.3% 5,247 $1.4M
Ameriflex Group, Inc. 0.59% Add +1.1% 5,238 $1.4M
Northeast Investment Management 0.07% Reduce -4.4% 5,220 $1.4M
Orleans Capital Management Corp. 0.84% No change 5,195 $1.4M
Parthenon LLC 0.18% Add +2.0% 5,190 $1.4M
BKM Wealth Management, LLC 0.59% Reduce -0.3% 5,189 $1.4M
Courage Miller Partners, LLC 0.48% Add +0.0% 5,187 $1.4M
Cornerstone Capital, Inc. 0.15% Add +24.4% 5,182 $1.4M
Measured Wealth Private Client Group, LLC 0.46% Reduce -16.3% 5,182 $1.4M
Objective Capital Management, LLC 1.81% Reduce -0.9% 5,175 $1.4M
ORBA Wealth Advisors, L.L.C. 0.72% Add +10.8% 5,170 $1.4M
Chapin Davis, Inc. 0.48% Reduce -3.5% 5,151 $1.4M
AF Advisors, Inc. 0.27% Reduce -6.7% 5,149 $1.4M
FourThought Financial Partners, LLC 0.15% Add +2.5% 5,145 $1.4M
Wealth Group Ltd 0.41% Add +0.0% 5,136 $1.4M
FSA Wealth Management LLC 0.60% Add +6.6% 5,119 $1.4M
Winthrop Capital Management, LLC 0.39% Add +1.1% 5,113 $1.4M
Steigerwald, Gordon & Koch Inc. 0.16% Reduce -25.6% 5,094 $1.4M
Vestor Capital, LLC 0.11% Add +0.3% 5,084 $1.4M
Capital Planning LLC 0.39% Reduce -7.4% 5,069 $1.4M
Wealth Alliance, LLC 0.17% New 5,065 $1.4M
CRA Financial Services, LLC 0.24% Add +21.1% 5,049 $1.4M
Worth Asset Management, LLC 0.76% Reduce -54.8% 5,039 $1.4M
Pacific Financial Group Inc. 1.12% Add +0.4% 5,036 $1.4M
Financial Council, LLC 0.74% Add +6.5% 5,027 $1.4M
Wealthquest Corp 0.12% Reduce -3.0% 5,015 $1.4M
Morton Capital Management LLC 0.27% Add +5.6% 5,015 $1.4M
AtlasMark Financial, Inc 1.27% No change 5,000 $1.4M
Parkside Investments, LLC 0.20% No change 5,000 $1.4M
Thompson Siegel & Walmsley LLC 0.02% Reduce -5.5% 4,991 $1.4M
RIA Advisory Group LLC 0.45% Reduce -96.3% 4,979 $1.4M
Uptick Partners, LLC 0.46% Add +21.5% 4,977 $1.4M
King Wealth Management Group 0.21% Reduce -0.9% 4,975 $1.4M
Bridges Investment Management Inc. 0.02% Add +19.7% 4,962 $1.4M
Charles Schwab Trust Co 0.11% Add +262.5% 4,944 $1.4M
Christopher J. Hasenberg, Inc 0.56% Add +12.1% 4,925 $1.4M
Mason & Associates Inc 0.34% No change 4,930 $1.4M
HHM Wealth Advisors, LLC 0.18% Add +2.0% 4,927 $1.4M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -12.1% 4,920 $1.4M
Perkins Coie Trust Co 0.31% No change 4,906 $1.3M
NDVR, Inc. 1.37% Reduce -20.3% 4,895 $1.3M
Old North State Wealth Management, LLC 0.75% Add +0.3% 4,891 $1.3M
SimpliFi, Inc. 0.62% Add +10.4% 4,888 $1.3M
Encompass More Asset Management 0.40% Reduce -14.8% 4,884 $1.3M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -0.8% 4,884 $1.3M
LBJ Family Wealth Advisors, Ltd. 0.85% Reduce -5.5% 4,870 $1.3M
Curran Financial Partners, LLC 0.33% Add +9.2% 4,865 $1.3M
Frisch Financial Group, Inc. 0.38% Reduce -2.5% 4,864 $1.3M
Grand Wealth Management, LLC 0.73% No change 4,839 $1.3M
Sensible Money, LLC 0.57% Add +0.6% 4,839 $1.3M
Arcadia Wealth Management, Inc. 1.03% Add +8.0% 4,821 $1.3M
Regatta Capital Group, LLC 0.26% Add +11.2% 4,818 $1.3M
Meridian Wealth Advisors, LLC 0.22% Reduce -3.5% 4,817 $1.3M
Archvest Wealth Advisors, Inc. 1.09% Add +3.8% 4,810 $1.3M
Heritage Investment Group, Inc. 0.25% Add +0.9% 4,807 $1.3M
Beaumont Asset Management, L.L.C. 0.80% Add +4.3% 4,805 $1.3M
DecisionPoint Financial, LLC 0.38% Add +4.5% 4,791 $1.3M
Private Wealth Management Group, LLC 0.49% Add +1.0% 4,785 $1.3M
Vista Investment Management 0.51% No change 4,779 $1.3M
Brick & Kyle, Associates 0.61% Add +0.3% 4,814 $1.3M
Summit Financial Strategies, Inc. 0.13% Reduce -1.0% 4,776 $1.3M
Townsend Asset Management Corp. /NC/ 0.50% Reduce -6.5% 4,766 $1.3M
Cidel Asset Management Inc. 0.09% Add +14.4% 4,755 $1.3M
Poehling Capital Management, INC. 0.33% No change 4,748 $1.3M
Morton Brown Family Wealth, LLC 0.44% Reduce -11.3% 4,746 $1.3M
Riverview Trust Co 1.29% Add +57.9% 4,743 $1.3M
Ally Invest Advisors Inc. 0.11% Add +13.8% 4,723 $1.3M
Ruedi Wealth Management, Inc. 0.41% Add +341.0% 4,723 $1.3M
Summit Investment Advisors, Inc. 1.15% Add +0.2% 4,717 $1.3M
Seneca Financial Advisors LLC 0.63% No change 4,710 $1.3M
Cahaba Wealth Management, Inc. 0.11% Add +6.6% 4,706 $1.3M
Round Rock Advisors LLC 0.24% Add +4.6% 4,704 $1.3M
Pursue Wealth Partners LLC 0.79% Add +8.9% 4,703 $1.3M
Journey Advisory Group, LLC 0.11% Reduce -2.5% 4,700 $1.3M
First Nebraska Trust Co 0.13% No change 4,700 $1.3M
Evelyn Partners Asset Management Ltd 0.36% Reduce -0.2% 4,689 $1.3M
Solidarity Wealth, LLC 0.32% No change 4,686 $1.3M
Davidson Investment Advisors 0.06% Add +22.4% 4,672 $1.3M
Highline Wealth Partners LLC 0.43% Reduce -5.2% 4,666 $1.3M
Albion Financial Group 0.09% Reduce -2.0% 4,663 $1.3M
Summit Asset Management, LLC 0.22% No change 4,654 $1.3M
BigSur Wealth Management LLC 0.35% Add +14.8% 4,653 $1.3M
Orgel Wealth Management, LLC 0.03% Reduce -19.6% 4,650 $1.3M
Texas Capital Bank Wealth Management Services Inc 0.13% No change 4,649 $1.3M
Arvest Bank Trust Division 0.08% Reduce -1.5% 4,644 $1.3M
Institute for Wealth Management, LLC. 0.16% Add +438.6% 4,643 $1.3M
Prosperity Consulting Group, LLC 0.10% Reduce -6.8% 4,630 $1.3M
Focused Wealth Management, Inc 0.17% Reduce -8.2% 4,617 $1.3M
Spectrum Wealth Counsel, LLC 0.15% Add +2.8% 4,611 $1.3M
ArborFi Advisors, LLC 1.26% Reduce -0.1% 4,609 $1.3M
Benchmark Wealth Management, LLC 0.61% Add +0.2% 4,586 $1.3M
CFS Investment Advisory Services, LLC 0.11% Add +1.7% 4,572 $1.3M
Callan Capital, LLC 0.09% Add +180.5% 4,570 $1.3M
Eq LLC 0.59% Reduce -0.4% 4,567 $1.3M
Rathbones Group PLC 0.01% Reduce -0.2% 4,549 $1.3M
Amplius Wealth Advisors, LLC 0.13% Add +0.1% 4,548 $1.2M
Creative Capital Management Investments LLC 0.48% Add +4.1% 4,539 $1.2M
Northwest Quadrant Wealth Management, LLC 0.29% Reduce -13.8% 4,511 $1.2M
Concentrum Wealth Management 0.46% Add +1.4% 4,499 $1.2M
North Ridge Wealth Advisors, Inc. 0.83% Reduce -3.9% 4,497 $1.2M
ODonnell Financial Services, LLC 0.51% Add +6.8% 4,488 $1.2M
Atlantic Union Bankshares Corp 0.07% Add +5.8% 4,485 $1.2M
Robinswood Financial LLC 0.45% Reduce -1.5% 4,473 $1.2M
Financial Freedom, LLC 0.71% Add +0.2% 4,472 $1.2M
Wealth Dimensions Group, Ltd. 0.29% Add +4.2% 4,471 $1.2M
BCK Partners, Inc. 0.77% Reduce -0.6% 4,469 $1.2M
RAM Investment Partners, LLC 0.30% No change 4,467 $1.2M
Mach-1 Financial Group, LLC 0.37% New 4,463 $1.2M
Intergy Private Wealth, LLC 0.47% Add +2.1% 4,456 $1.2M
Armstrong Henry H Associates Inc. 0.12% Add +27.1% 4,449 $1.2M
Access Financial Services, Inc. 0.49% Reduce -5.5% 4,426 $1.2M
OneAscent Wealth Management LLC 0.53% Reduce -1.7% 4,424 $1.2M
Berkeley, Inc 0.57% Reduce -4.1% 4,411 $1.2M
Farmers Trust Co. 0.23% No change 4,404 $1.2M
HF Advisory Group, LLC 0.53% Reduce -0.1% 4,391 $1.2M
Bill Few Associates, Inc. 0.43% Reduce -3.0% 4,385 $1.2M
Mattern Capital Management, LLC 0.15% Add +4.9% 4,382 $1.2M
Sunburst Financial Group, LLC 0.29% Reduce -1.8% 4,370 $1.2M
Ridgewood Investments LLC 0.56% Reduce -6.9% 4,365 $1.2M
Wescott Financial Advisory Group, LLC 0.12% Add +0.3% 4,359 $1.2M
Joel Adams & Associates, Inc. 1.08% Reduce -11.7% 4,358 $1.2M
Lake Street Private Wealth, LLC 0.20% Reduce -9.2% 4,346 $1.2M
IAG Wealth Partners, LLC 0.19% Reduce -0.6% 4,346 $1.2M
Balanced Wealth Group LLC 0.58% Add +0.5% 4,335 $1.2M
Cross Staff Investments Inc 0.90% Add +0.0% 4,335 $1.2M
Ranch Capital Advisors Inc. 0.56% Reduce -4.8% 4,334 $1.2M
Paragon Capital Management Inc. 0.96% Add +9.3% 4,332 $1.2M
SFG Wealth Management, LLC. 0.58% Reduce -2.3% 4,328 $1.2M
Essex LLC 0.26% Add +12.2% 4,320 $1.2M
RCS Financial Planning, LLC 0.63% Reduce -24.5% 4,315 $1.2M
Bernardo Wealth Planning LLC 0.28% Add +0.2% 4,312 $1.2M
Bricktown Capital, LLC 0.22% New 4,300 $1.2M
Opal Wealth Advisors, LLC 0.36% No change 4,279 $1.2M
VestGen Investment Management 0.88% Reduce -25.0% 4,263 $1.2M
Hourglass Capital, LLC 0.31% Add +13.6% 4,259 $1.2M
Everpar Advisors LLC 0.62% No change 4,251 $1.2M
Fragasso Financial Advisors Inc 0.09% Reduce -0.1% 4,250 $1.2M
Hurley Capital, LLC 0.88% Add +7.4% 4,243 $1.2M
Aspen Capital Management, LLC 0.37% — 4,226 $1.2M
Global Trust Asset Management, LLC 0.71% Reduce -82.8% 4,224 $1.2M
Regency Capital Management Inc.\DE 0.69% Reduce -7.9% 4,224 $1.2M
Eley Financial Management, Inc 0.46% No change 4,192 $1.2M
Defined Wealth Management, LLC 0.78% No change 4,198 $1.2M
Alliance Wealth Advisors, LLC 0.68% Add +17.6% 4,187 $1.2M
10Elms LLP 1.36% Add +13.8% 4,176 $1.1M
Aletheian Wealth Advisors LLC 0.64% Add +3.2% 4,172 $1.1M
Performance Wealth Partners, LLC 0.04% Add +0.1% 4,167 $1.1M
New World Advisors LLC 0.26% No change 4,156 $1.1M
Centurion Wealth Management LLC 0.36% No change 3,939 $1.1M
Searcy Financial Services Inc. 0.49% No change 4,153 $1.1M
DMKC Advisory Services, LLC 1.03% Add +10.4% 4,153 $1.1M
Virtue Capital Management, LLC 0.13% New 4,150 $1.1M
Cadinha & Co. LLC 0.24% No change 4,144 $1.1M
Global Financial Private Client, LLC 0.44% No change 4,144 $1.1M
Jeppson Wealth Management, LLC 0.42% Reduce -9.9% 4,144 $1.1M
Rakuten Securities, Inc. 0.57% Reduce -53.5% 4,141 $1.1M
Northwest Financial Advisors 0.94% Reduce -8.3% 4,136 $1.1M
Hengehold Capital Management LLC 0.11% Add +2.6% 4,128 $1.1M
Quotient Wealth Partners, LLC 0.04% Add +4.9% 4,124 $1.1M
Colonial Trust Advisors 0.10% Add +5.9% 4,118 $1.1M
Fischer Financial Services, Inc. 0.36% Add +2.5% 4,100 $1.1M
Cornerstone Advisory, LLC 0.13% Reduce -0.5% 4,097 $1.1M
Colonial River Investments, LLC 0.62% Reduce -76.3% 4,085 $1.1M
Curi Capital, LLC 0.03% Reduce -30.9% 4,084 $1.1M
PYA Waltman Capital, LLC 0.35% Add +9.9% 4,081 $1.1M
Oakworth Capital, Inc. 0.08% No change 4,069 $1.1M
Delta Financial Group, Inc. 0.26% Add +7.6% 3,936 $1.1M
Macroview Investment Management LLC 1.05% Reduce -12.3% 4,066 $1.1M
Allium Financial Advisors, LLC 1.02% — 4,057 $1.1M
Brown Wealth Management, LLC 0.38% No change 4,054 $1.1M
Cloud Capital Management, LLC 0.79% — 4,054 $1.1M
Acorn Financial Advisory Services Inc. 0.20% Reduce -6.5% 4,051 $1.1M
Iowa State Bank 0.24% New 4,046 $1.1M
Silver Oak Wealth Advisors Services, LLC 0.99% Reduce -0.8% 4,041 $1.1M
TKG Advisors, LLC 0.55% Reduce -0.3% 4,027 $1.1M
Scotia Capital Inc. 0.01% Reduce -10.8% 4,027 $1.1M
Edgestream Partners, L.P. 0.04% Reduce -27.2% 4,025 $1.1M
Hudock, Inc. 0.19% Reduce -1.5% 4,020 $1.1M
CORDA Investment Management, LLC. 0.09% New 4,015 $1.1M
Panoramic Capital Partners, LLC 1.14% No change 4,522 $1.1M
Appleton Partners Inc. 0.09% Reduce -0.1% 4,009 $1.1M
Morris Financial Concepts, Inc. 0.46% New 4,009 $1.1M
Cornerstone Advisors Asset Management, LLC 0.23% No change 4,005 $1.1M
Nicolet Advisory Services, LLC 0.11% Add +0.7% 4,267 $1.1M
ARS Wealth Advisors Group, LLC 0.16% No change 3,996 $1.1M
North Forty Two & Co. 1.22% Reduce -14.4% 3,991 $1.1M
Greenwich Wealth Management LLC 0.08% No change 3,985 $1.1M
Forefront Wealth Partners, LLC 0.74% Add +20.4% 3,980 $1.1M
Howard Bailey Securities, LLC 0.36% Add +254.2% 3,978 $1.1M
Financial Advisors Network, Inc. 0.18% Add +1.2% 3,973 $1.1M
Element Wealth, LLC 0.59% Add +69.5% 3,972 $1.1M
First National Corp. /Ma/ 0.24% Reduce -0.3% 3,968 $1.1M
Dimension Capital Management LLC 0.19% Add +34.0% 3,966 $1.1M
Gradient Capital Advisors, LLC 0.36% Reduce -6.6% 3,959 $1.1M
GW Henssler & Associates Ltd. 0.06% Add +83.9% 3,958 $1.1M
Ridgecrest Wealth Partners, LLC 0.57% Reduce -5.5% 3,955 $1.1M
Venturi Wealth Management, LLC 0.06% Add +60.9% 3,953 $1.1M
Unison Advisors LLC 0.14% Add +1.2% 3,941 $1.1M
Peirce Capital Management, LLC 0.54% Add +412.5% 3,936 $1.1M
Quest 10 Wealth Builders, Inc. 1.16% Reduce -23.9% 3,935 $1.1M
Aaron Wealth Advisors LLC 0.12% No change 3,934 $1.1M
Disciplined Investors, L.L.C. 0.97% Add +3.1% 3,929 $1.1M
Kaufman Rossin Wealth, LLC 0.77% Add +25.1% 3,928 $1.1M
Aspire Private Capital, LLC 0.27% Add +2.6% 3,926 $1.1M
Kelleher Financial Advisors 0.43% Reduce -5.0% 3,926 $1.1M
Chatham Capital Group, Inc. 0.18% Add +4.0% 3,925 $1.1M
Pathway Financial Advisors LLC 0.19% Add +1.0% 3,923 $1.1M
Benin Management CORP 0.31% No change 3,914 $1.1M
Ridgeline Wealth Planning, LLC 1.05% No change 3,904 $1.1M
Parsons Capital Management Inc. 0.06% Add +3.9% 3,901 $1.1M
Key Financial Inc 0.23% Add +0.8% 3,899 $1.1M
Citrine Capital LLC 0.67% Add +1.1% 3,889 $1.1M
Evergreen Advisors, LLC 0.30% Add +0.4% 3,888 $1.1M
Grant/GrossMendelsohn, LLC 0.59% Add +26.1% 3,938 $1.1M
Sequent Asset Management, LLC 0.59% No change 3,881 $1.1M
Key Client Fiduciary Advisors, LLC 0.49% Reduce -1.9% 3,870 $1.1M
Corrigan Financial, Inc. 0.22% New 3,870 $1.1M
Financial Management Network Inc. 0.24% Reduce -2.3% 4,287 $1.1M
Kaye Capital Management 0.43% Reduce -8.4% 3,847 $1.1M
Seven Springs Wealth Group, LLC 0.39% Add +4.6% 3,845 $1.1M
Strata Wealth Advisors, LLC 0.33% Add +10.9% 3,836 $1.1M
Spinnaker Trust 0.07% Add +0.6% 3,829 $1.1M
Shepherd Financial Partners LLC 0.12% Add +0.2% 3,826 $1.1M
Chesapeake Wealth Management 0.37% No change 3,803 $1.0M
Fairscale Capital, LLC 0.94% Add +1.8% 3,799 $1.0M
F&V Capital Management, LLC 0.27% Add +0.4% 3,795 $1.0M
Ironwood Investment Counsel, LLC 0.18% Add +30.0% 3,791 $1.0M
Poinciana Advisors Group, LLC 1.08% Add +17.9% 3,788 $1.0M
Curated Wealth Partners LLC 0.13% Add +0.4% 3,788 $1.0M
Farrell Financial LLC 0.76% Reduce -2.1% 3,783 $1.0M
United Advisor Group, LLC 0.21% Reduce -20.1% 3,779 $1.0M
Vident Advisory, LLC 0.02% Reduce -51.1% 3,764 $1.0M
Gutierrez Wealth Advisory, LLC 0.84% Add +1.4% 3,766 $1.0M
Peregrine Asset Advisers, Inc. 0.39% Add +275.1% 3,762 $1.0M
Burney Co./ 0.04% Add +11.0% 3,761 $1.0M
Sweeney & Michel, LLC 0.45% — 4,239 $1.0M
Pittenger & Anderson Inc. 0.04% No change 3,746 $1.0M
Sage Capital Advisors,llc 0.27% Reduce -0.2% 3,729 $1.0M
Destination Wealth Management 0.03% Add +40.4% 3,718 $1.0M
Breakwater Capital Group 0.18% Reduce -20.4% 3,717 $1.0M
Accelerate Investment Advisors LLC 0.85% Reduce -1.9% 3,706 $1.0M
Birchcreek Wealth Management, LLC 0.64% Reduce -0.1% 3,705 $1.0M
Vermillion Wealth Management, Inc. 0.30% Reduce -1.1% 3,704 $1.0M
Clayton Financial Group LLC 0.37% Add +6.2% 3,678 $1.0M
Altus Wealth Group LLC 0.47% Add +38.3% 3,668 $1.0M
Brickley Wealth Management 0.21% Add +4.3% 3,652 $1.0M
Darden Wealth Group Inc 0.78% Reduce -0.6% 3,644 $1.0M
Bollard Group LLC 0.03% Add +0.4% 3,630 $998K
Prudent Man Investment Management, Inc. 0.55% No change 3,443 $998K
Capital Asset Advisory Services LLC 0.05% Reduce -15.4% 3,588 $997K
Transform Wealth, LLC 0.06% Reduce -2.2% 3,616 $994K
Alpha Financial Partners LLC 0.80% Reduce -0.1% 3,613 $993K
Fortune 45 LLC 0.65% Add +0.4% 3,607 $992K
Sharp Wealth Advisory, LLC 0.76% Add +214.8% 3,595 $988K
Keystone Wealth Services, LLC 0.27% Add +6.0% 3,590 $987K
Graney & King, LLC 0.73% Add +40.6% 3,567 $980K
Loudon Investment Management, LLC 0.56% Reduce -1.6% 3,564 $980K
Prosperity Planning, Inc. 0.44% Reduce -3.4% 3,557 $978K
Creative Financial Designs Inc. 0.08% Reduce -11.8% 3,555 $977K
Advance Capital Management, Inc. 0.05% Reduce -0.0% 3,554 $977K
GDS Wealth Management 0.08% Reduce -13.3% 3,545 $974K
Reyes Financial Architecture, Inc. 0.72% Reduce -1.1% 3,542 $973K
Lutz Financial Services LLC 0.08% No change 3,535 $972K
Elm3 Financial Group, LLC 0.85% Add +282.4% 3,533 $971K
Tidemark, LLC 0.36% Reduce -9.4% 3,531 $970K
Shira Ridge Wealth Management 0.48% Add +0.5% 3,525 $969K
My Legacy Advisors, LLC 0.37% Add +0.2% 3,507 $964K
Summit Wealth Partners, LLC 0.20% Reduce -5.0% 3,506 $964K
Spreng Capital Management, Inc. 0.45% Reduce -1.7% 3,505 $963K
Trinity Wealth Management, LLC 0.44% Add +15.2% 3,502 $962K
Aire Advisors, LLC 0.20% No change 3,488 $959K
Eagle Strategies LLC 0.17% Add +3.6% 3,486 $958K
Port Capital LLC 0.04% No change 3,486 $958K
Westbourne Investments, Inc. 0.58% Reduce -2.8% 3,482 $957K
Cornerstone Wealth Advisors, Inc. 0.27% Reduce -5.4% 3,479 $956K
Hancock Whitney Corp. 0.03% No change 3,471 $954K
Sage Investment Counsel LLC 1.20% Reduce -7.2% 3,457 $950K
Flower City Capital 0.62% No change 3,442 $946K
Radnor Capital Management, LLC 0.16% Reduce -1.3% 3,438 $945K
Golden Road Advisors LLC 0.74% Reduce -25.5% 3,433 $944K
Financial Synergies Wealth Advisors, Inc. 0.11% Add +78.5% 3,432 $943K
Stage Harbor Financial, LLC 0.80% Add +127.1% 3,429 $943K
Claris Advisors, LLC / Mo / 0.35% Reduce -0.3% 3,424 $941K
Moneywise, Inc. 0.50% Reduce -0.0% 3,413 $938K
Florida Financial Advisors, LLC 0.37% Add +4.8% 3,411 $938K
Strategic Equity Management 0.39% Add +1.7% 3,394 $933K
First Pacific Financial 0.19% Reduce -6.9% 3,386 $931K
Ridgeline Wealth, LLC 0.79% Add +30.1% 3,380 $929K
Midwest Financial Group LLC 0.54% Add +0.9% 3,372 $927K
WealthShield Partners, LLC 0.12% Reduce -17.4% 3,369 $926K
Whalerock Point Partners, LLC 0.23% No change 3,368 $926K
Northern Capital Management, Inc. 0.60% Add +110.8% 3,365 $925K
Aspen Wealth Management LLC 0.26% Add +0.7% 3,362 $924K
Fidelity D & D Bancorp Inc. 0.61% Reduce -0.3% 3,360 $923K
Vista Investment Partners Ii, LLC 0.51% Add +1.2% 3,357 $923K
Heritage Wealth Management, Inc. 0.31% Add +2.1% 3,351 $921K
Cora Capital Advisors LLC 0.44% Add +0.0% 3,347 $920K
World Equity Group, Inc. 0.26% Reduce -36.8% 3,342 $919K
Magnolia Private Wealth, LLC 0.78% Add +1.3% 3,341 $918K
Harbor Advisory Corp. 0.31% Reduce -0.3% 3,337 $917K
Archer Investment Management, LLC 0.63% Add +179.9% 3,334 $916K
Peak Asset Management, LLC 0.17% Add +5.7% 3,304 $908K
V2 Financial group LLC 0.58% No change 3,300 $907K
Rowlandmiller & Partners.adv 0.19% Add +2.1% 3,284 $903K
EPG Wealth Management LLC 0.25% Reduce -18.9% 3,284 $903K
Sheets Smith Wealth Management 0.11% Reduce -0.7% 3,277 $901K
Mason Investment Advisory Services, Inc. 0.05% Reduce -9.7% 3,275 $900K
Brightwater Advisory LLC 0.71% Reduce -0.6% 3,275 $900K
Northstar Financial Companies, Inc. 0.98% Add +1.1% 3,270 $899K
Wolfstich Capital, LLC 0.81% No change 3,262 $897K
Boltwood Capital Management 0.27% Add +0.3% 3,257 $895K
Oregon Pacific Wealth Management, LLC 0.89% Reduce -1.4% 3,249 $893K
FreeGulliver LLC 0.45% Reduce -1.6% 3,248 $893K
Russell Investments Group, Ltd. 0.00% Reduce -22.0% 3,245 $892K
New Century Financial Group, LLC 1.03% Reduce -16.4% 3,241 $891K
Armbruster Capital Management, Inc. 0.18% Add +0.3% 3,224 $886K
IMPACTfolio, LLC 0.46% Add +14.6% 3,205 $881K
Opulen Financial Group LLC 0.80% Reduce -2.9% 3,205 $881K
Trustmark Bank Trust Department 0.07% Add +0.8% 3,204 $881K
BankPlus Wealth Management LLC 0.64% Reduce -2.5% 3,180 $874K
B & T Capital Management DBA Alpha Capital Management 0.17% Add +30.9% 3,160 $869K
Bourgeon Capital Management LLC 0.19% Reduce -9.9% 3,153 $867K
Advantage Trust Co 0.52% Add +424.8% 3,149 $865K
Per Stirling Capital Management, LLC. 0.12% Add +13.1% 3,147 $865K
Lowe Brockenbrough & Co. Inc. 0.06% Add +6.8% 3,147 $865K
Creegan & Nassoura Financial Group, LLC 0.58% No change 3,140 $863K
Twelve Points Wealth Management LLC 0.23% Add +26.7% 3,139 $863K
Wealthedge Investment Advisors, LLC 0.39% No change 3,136 $862K
Bennett Selby Investments LP 0.34% No change 3,127 $859K
Warner Financial, Inc. 0.38% No change 3,124 $859K
Brown, Lisle/Cummings, Inc. 0.25% No change 3,125 $859K
Asset Advisors Investment Management, LLC 0.09% Reduce -39.6% 3,125 $859K
Union Savings Bank 0.42% Reduce -4.2% 3,115 $856K
Peachtree Investment Partners, LLC 0.34% Add +6.8% 3,108 $854K
Permanent Capital Management, LP 0.24% New 3,099 $852K
USA Financial Formulas 0.14% Reduce -8.2% 3,089 $849K
Matrix Asset Advisors Inc. 0.09% Reduce -9.8% 3,084 $848K
Kingsman Wealth Management, Inc. 0.62% — 3,082 $847K
Smith Chas P & Associates Pa Cpas 0.05% Reduce -3.0% 3,081 $847K
Hoxton Planning & Management, LLC 0.32% Reduce -6.2% 3,080 $847K
Pacific Asset Management, LLC 0.76% New 3,072 $844K
Aldebaran Financial Inc. 1.03% Add +6.4% 3,071 $844K
Carson Advisory Inc. 0.57% No change 3,068 $843K
Jackson Wealth Management, LLC 0.10% No change 3,065 $842K
Resurgent Financial Advisors LLC 0.51% Add +1.0% 3,058 $840K
Fortitude Family Office, LLC 0.30% Add +0.7% 3,053 $839K
Bank of New Hampshire 0.22% Add +1.2% 3,050 $838K
Kaizen Financial Strategies 0.49% No change 3,049 $838K
3EDGE Asset Management, LP 0.06% New 3,046 $837K
Buttonwood Financial Advisors Inc. 0.37% Reduce -2.8% 3,038 $835K
Armor Investment Advisors, LLC 0.34% Reduce -0.5% 3,030 $833K
Winebrenner Capital Management LLC 0.75% Reduce -1.7% 3,015 $829K
Vested Financial Planning, LLC 0.83% No change 3,012 $828K
ESL Trust Services, LLC 0.19% Add +1.5% 3,010 $827K
Reynders McVeigh Capital Management, LLC 0.05% Reduce -1.9% 2,998 $824K
Optimum Investment Advisors 0.39% Add +0.7% 2,994 $823K
Cathy Pareto & Associates, Inc. 0.73% Add +0.8% 2,993 $823K
Cedar Point Capital Partners, LLC 0.55% Reduce -2.5% 2,989 $821K
West Michigan Advisors, LLC 0.27% Reduce -15.4% 2,988 $821K
Willow Creek Wealth Management Inc. 0.08% Add +54.7% 2,983 $820K
Capital Planning Advisors, LLC 0.13% Add +7.5% 2,982 $820K
Pointe Capital Management LLC 0.48% Reduce -9.5% 2,975 $818K
Murphy & Mullick Capital Management Corp 0.79% Reduce -1.8% 2,974 $817K
Checchi Capital Advisers, LLC 0.06% Add +2.2% 2,967 $816K
Noesis Capital Mangement Corp. 0.16% Add +0.0% 2,966 $815K
Cape Investment Advisory, Inc. 0.32% Add +27.7% 2,960 $814K
Tandem Capital Management Corp. 0.45% No change 2,959 $813K
Edge Financial Advisors LLC 0.51% Add +224.0% 2,958 $813K
Banco Santander, S.A. 0.01% New 2,949 $811K
Channel Wealth LLC 0.25% No change 2,944 $809K
Harbor Group, Inc. 0.16% Reduce -0.4% 2,942 $809K
Hudson Capital Management LLC 0.25% No change 2,936 $807K
Able Wealth Management LLC 0.48% Reduce -23.3% 2,930 $805K
Curio Wealth, LLC 0.42% Reduce -99.5% 13 $805K
Atlantic Edge Private Wealth Management, LLC 0.25% Add +4.6% 2,929 $805K
Envision Financial Planning, LLC 0.41% Reduce -4.4% 2,925 $804K
Maripau Wealth Management LLC 0.46% Add +28.7% 2,923 $803K
SlateStone Wealth, LLC 0.08% No change 2,920 $803K
Foster & Motley Inc. 0.05% Reduce -6.1% 2,920 $803K
Texas Bank & Trust Co 0.34% No change 2,914 $801K
Fidelis Capital Partners, LLC 0.09% No change 2,955 $800K
LBMC Investment Advisors, LLC 0.06% Add +0.1% 2,894 $795K
Walled Lake Planning & Wealth Management, LLC 0.28% Add +0.4% 2,891 $794K
S&co Inc. 0.05% No change 2,882 $792K
San Luis Wealth Advisors LLC 0.18% Add +5.2% 2,877 $791K
River Wealth Advisors LLC 0.11% Reduce -2.5% 2,875 $790K
Discipline Wealth Solutions, LLC 0.38% Reduce -10.4% 2,871 $789K
Kraft Asset Management, LLC 0.72% Reduce -9.2% 2,866 $788K
Rossby Financial, LCC 0.34% Reduce -1.9% 2,905 $786K
Maia Wealth LLC 0.18% Reduce -3.6% 2,972 $785K
Shorepath Capital Management LLC 0.59% No change 2,855 $785K
Lee Danner & Bass Inc. 0.06% No change 2,827 $777K
Keystone Financial Services 0.30% Add +0.3% 2,826 $777K
Agate Pass Investment Management, LLC 0.33% No change 2,819 $775K
Baxter Bros Inc. 0.10% Add +2.8% 2,819 $775K
Constant Guidance Financial LLC 0.97% Reduce -19.3% 2,807 $772K
Bay Capital Advisors, LLC 0.64% Reduce -2.5% 2,807 $771K
New England Professional Planning Group Inc. 0.38% No change 2,804 $771K
Sara-Bay Financial 0.34% Reduce -13.2% 2,816 $770K
American National Bank & Trust 0.09% Reduce -13.5% 2,798 $769K
Sellwood Investment Partners LLC 0.40% Add +1036.2% 2,795 $768K
Uptown Financial Advisors LLC 0.79% New 2,795 $768K
All Terrain Financial Advisors, LLC 0.30% Add +5.0% 2,792 $767K
Legacy Trust 0.18% Add +6.0% 2,787 $766K
GHP Investment Advisors, Inc. 0.04% Reduce -18.1% 2,783 $765K
Pioneer Wealth Management Group 0.33% — 2,779 $764K
Riverstone Advisors, LLC 0.46% No change 2,778 $764K
Physician Wealth Solutions Inc. 0.38% Add +0.1% 2,775 $763K
Liberty Square Wealth Partners LLC 0.29% No change 2,775 $763K
Flagstone Financial Management 0.25% Add +2.7% 2,774 $762K
Ifrah Financial Services, Inc. 0.22% Reduce -3.0% 2,774 $762K
WP Advisors, LLC 0.25% Add +0.4% 2,770 $761K
Richard P Slaughter Associates Inc 0.18% Reduce -16.6% 2,770 $761K
Smithbridge Asset Management Inc. 0.14% — 2,770 $761K
Emerald Advisors, LLC 0.10% No change 2,770 $761K
Cambridge Financial Group, LLC 0.32% Add +109.8% 2,776 $760K
Tilia Fiduciary Partners, Inc. 0.51% Add +6.1% 2,760 $759K
Power Wealth Management LLC 0.31% Reduce -5.6% 2,760 $759K
Pennsylvania Capital Management Inc. 0.28% Add +8.4% 2,751 $756K
Mountain Pacific Investment Advisers LLC 0.06% Reduce -3.2% 2,751 $756K
Vision Capital Management, Inc. 0.11% Reduce -17.6% 2,725 $749K
Westover Capital Advisors, LLC 0.17% Add +38.3% 2,721 $748K
Flavin Financial Services, Inc. 0.69% Add +0.8% 2,716 $746K
Sterling Investment Advisors, Ltd. 0.18% New 2,709 $744K
Thomasville National Bank 0.05% Add +18.1% 2,705 $743K
Davidson Kahn Capital Management, LLC 0.57% Add +13.2% 2,704 $743K
Donor Advised Charitable Giving, Inc. 0.02% Add +0.0% 2,703 $743K
JB Capital LLC 0.04% Reduce -6.1% 2,701 $742K
North Berkeley Wealth Management, LLC 0.77% Reduce -3.2% 2,701 $742K
Alliance Wealth Management Group 0.20% Reduce -1.0% 2,695 $741K
Towercrest Capital Management 0.14% Reduce -1.0% 2,695 $741K
Carmel Capital Partners, LLC 0.29% Add +73.0% 2,691 $740K
Shared Vision Wealth Group LLC 0.40% No change 2,683 $737K
Aprio Wealth Management, LLC 0.09% Add +4.8% 2,673 $735K
Aspen Investment Management Inc 0.34% New 2,668 $733K
Stegner Investment Associates Inc. 0.51% No change 2,666 $733K
Clarity Financial LLC 0.08% Reduce -24.9% 2,665 $733K
Comprehensive Financial Consultants Institutional, Inc. 0.26% Reduce -11.3% 2,657 $730K
Investment Planning Advisors, Inc. 0.30% Add +3.2% 2,655 $730K
Providence Capital Advisors, LLC 0.15% Add +5.7% 2,646 $727K
Intrinsic Value Partners, LLC 0.72% No change 2,643 $726K
PAX Financial Group, LLC 0.13% Reduce -6.1% 2,641 $726K
Carnegie Lake Advisors LLC 0.29% No change 2,637 $725K
Afg Fiduciary Services Limited Partnership 0.53% Add +3.2% 2,700 $725K
CM Wealth Advisors LLC 0.23% Add +5.7% 2,637 $725K
Elmwood Wealth Management, Inc. 0.30% No change 2,636 $725K
Capital Advantage, Inc. 0.13% No change 2,497 $724K
Gilliland Jeter Wealth Management LLC 0.26% Reduce -0.5% 2,632 $723K
Southeast Asset Advisors, LLC 0.09% Add +0.6% 2,631 $723K
Southland Equity Partners LLC 0.17% Add +14.7% 2,629 $723K
Van Den Berg Management I, Inc. 0.22% Reduce -6.8% 2,628 $722K
Revisor Wealth Management LLC 0.32% Add +47.8% 2,628 $722K
Legacy Financial Group LLC 0.11% No change 2,626 $722K
Evolution Wealth Advisors, LLC 0.12% Reduce -0.2% 2,623 $721K
Ullmann Wealth Partners Group, LLC 0.10% Add +2.8% 2,622 $721K
Tucker Asset Management LLC 0.23% Reduce -4.5% 2,620 $720K
Sonora Investment Management Group, LLC 0.06% Add +30.2% 2,615 $719K
Beckerman Institutional, LLC 0.52% Add +3.8% 2,611 $718K
LGT Financial Advisors LLC 2.17% Add +223.5% 2,591 $712K
Wealth Advisors Northwest LLC 0.45% No change 2,585 $710K
Mairs & Power Inc. 0.01% No change 2,585 $710K
eCIO, Inc. 0.28% — 2,584 $710K
Ruggaard & Associates LLC 0.31% Add +3.9% 2,578 $709K
Teachers Insurance & Annuity Association of America 0.94% Add +0.5% 2,573 $707K
Van Hulzen Asset Management, LLC 0.06% Add +0.3% 2,571 $707K
Fairfield, Bush & Co. 0.45% Add +1.6% 2,567 $706K
Sandbox Financial Partners, LLC 0.25% Reduce -3.2% 2,565 $705K
Family Investment Center, Inc. 0.17% Reduce -9.4% 2,565 $705K
Chico Wealth RIA 0.61% Reduce -4.5% 2,561 $704K
Sawyer & Company, Inc 0.28% Reduce -16.0% 2,558 $703K
Abacus Wealth Partners, LLC 0.11% Add +2.8% 2,549 $701K
TFC Financial Management, Inc. 0.11% Add +220.2% 2,549 $700K
Knightsbridge Asset Management, LLC 0.18% Reduce -0.9% 2,545 $700K
Marietta Wealth Management, LLC 0.10% No change 2,544 $699K
Fund Evaluation Group, LLC 0.03% Add +10.4% 2,543 $699K
Hantz Financial Services, Inc. 0.01% New 2,538 $698K
Spirepoint Private Client, LLC 0.09% Add +36.7% 2,535 $697K
Delta Asset Management LLC 0.07% No change 2,527 $695K
Praetorian Wealth Management, Inc. 0.17% Reduce -1.4% 2,526 $694K
Riversedge Advisors, LLC 0.15% Reduce -0.3% 2,522 $693K
Greenwood Capital Associates LLC 0.09% Reduce -5.7% 2,520 $693K
Sierra Summit Advisors LLC 0.15% New 2,511 $690K
Halter Ferguson Financial Inc. 0.38% No change 2,507 $689K
RiverGlades Family Offices LLC 0.50% Reduce -7.7% 2,505 $688K
Fishman Jay A Ltd. 0.07% No change 2,500 $687K
Kera Capital Partners, Inc. 0.20% Add +33.4% 2,494 $686K
BlueStem Wealth Partners, LLC 0.09% Add +0.2% 2,484 $683K
Northwest Bancshares, Inc. 0.13% Add +102.2% 2,483 $682K
Meridian Financial Partners LLC 0.35% Reduce -2.7% 2,483 $682K
Cable Hill Partners, LLC 0.07% New 2,495 $681K
Lauer Wealth, LLC 0.53% Reduce -49.2% 2,496 $681K
Triune Financial Partners, LLC 0.22% Reduce -18.2% 2,474 $680K
Dopkins Wealth Management, LLC 0.35% Add +13.9% 2,472 $679K
Bienville Capital Management, LLC 0.16% No change 2,463 $677K
HighMark Wealth Management LLC 0.40% Add +0.3% 2,458 $676K
Whitaker-Myers Wealth Managers, LTD. 0.19% Reduce -11.3% 2,449 $673K
Prairie Wealth Advisors, Inc. 0.33% No change 2,448 $673K
Alexander Labrunerie & Co., Inc. 0.29% No change 2,445 $672K
Patten & Patten Inc. 0.04% Add +22.6% 2,445 $672K
Salomon & Ludwin, LLC 0.07% No change 2,443 $671K
Altfest L J & Co. Inc. 0.08% Reduce -7.3% 2,436 $669K
Davis Wealth Advisors, LLC 0.76% Add +0.5% 2,436 $669K
Sovereign Financial Group, Inc. 0.15% Reduce -23.6% 2,433 $669K
Elgethun Capital Management 0.15% Add +44.1% 2,429 $668K
Windsor Advisory Group, LLC 0.86% Reduce -45.4% 2,425 $667K
Wise Wealth Partners 1.59% Reduce -2.0% 2,425 $667K
Clearwater Capital Advisors, LLC 0.06% No change 2,421 $665K
Deutsche Bank AG 0.00% Reduce -3.4% 2,415 $664K
O'Connor Financial Group LLC 0.34% Reduce -31.8% 2,405 $661K
Mechanics Bank Trust Department 0.09% Reduce -36.8% 2,400 $660K
Petra Financial Advisors Inc. 0.54% Add +5.4% 2,398 $659K
Net Worth Advisory Group 0.21% Reduce -72.2% 2,397 $659K
Cypress Financial Planning LLC 0.24% Add +16.8% 2,390 $657K
Retirement Wealth Solutions LLC 0.53% Reduce -2.4% 2,380 $654K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +6.4% 2,364 $650K
Certus Wealth Management, LLC 0.44% Add +0.0% 2,257 $648K
CPC Advisors, LLC 0.09% Add +3.1% 2,345 $644K
Detalus Advisors, LLC 0.20% Add +2.5% 2,344 $644K
Transcendent Capital Group LLC 0.36% Reduce -8.4% 2,341 $643K
Brown Financial Advisory 0.41% Reduce -0.2% 2,339 $643K
Meridian Investment Counsel Inc. 0.19% Reduce -0.8% 2,337 $642K
Financial Perspectives, Inc 0.22% Add +0.3% 2,336 $642K
Ascentis Independent Advisors 0.13% Add +14.5% 2,334 $642K
Manchester Financial Inc. 0.14% No change 2,329 $640K
Moser Wealth Advisors, LLC 0.33% Add +310.3% 2,322 $638K
Harbour Trust & Investment Management Co 0.08% Reduce -1.3% 2,322 $638K
Kanawha Capital Management LLC 0.05% Add +4.9% 2,321 $638K
M1 Capital Management LLC 0.40% Reduce -2.4% 2,317 $637K
Palumbo Wealth Management LLC 0.21% Add +1.9% 2,315 $636K
DSG Capital Advisors, LLC 0.13% New 2,309 $635K
Richard C. Young & CO., LTD. 0.07% Add +27.0% 2,307 $634K
Apeiron RIA LLC 0.19% Reduce -1.8% 2,304 $633K
Viawealth, LLC 0.39% Add +0.0% 2,303 $633K
Vishria Bird Financial Group, LLC 0.21% Add +0.4% 2,299 $632K
Prosperity Wealth Management, Inc. 0.30% Add +2.5% 2,297 $631K
Napa Wealth Management 0.36% No change 2,297 $631K
Financial Consulate, Inc. 0.16% New 2,295 $631K
Bridge Creek Capital Management LLC 0.20% Add +3.7% 2,294 $630K
Addison Advisors LLC 0.17% Add +2.3% 2,290 $629K
Private Wealth Asset Management, LLC 0.09% — 2,286 $628K
Adamsbrown Wealth Consultants LLC 0.20% Add +0.0% 2,283 $627K
Penobscot Wealth Management 0.26% Add +16.8% 2,282 $627K
Bellevue Asset Management, LLC 0.34% Reduce -0.0% 2,269 $624K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% No change 2,268 $624K
GPS Wealth Strategies Group, LLC 0.08% Reduce -6.4% 2,267 $623K
MilWealth Group LLC 0.17% No change 2,265 $623K
Marco Investment Management LLC 0.06% Add +1.6% 2,262 $622K
Barlow Wealth Partners, LLC 0.08% Add +1.4% 2,297 $622K
LifeWealth Investments, LLC 0.30% No change 2,258 $621K
Wealth Forward, LLC 0.44% Add +10.3% 2,253 $619K
True Link Financial Advisors, LLC 0.05% Reduce -9.2% 2,245 $617K
Pinnacle Wealth Planning Services, Inc. 0.09% Add +20.4% 2,239 $615K
Veracity Capital LLC 0.24% Add +2.5% 2,238 $615K
SJS Investment Consulting Inc. 0.10% Add +3.9% 2,236 $614K
Hager Investment Management Services, LLC 0.43% Add +4.7% 2,233 $614K
First County Bank 0.34% Reduce -4.8% 2,233 $614K
Bar Harbor Wealth Management 0.04% Add +22.3% 2,232 $613K
May Hill Capital, LLC 0.23% Reduce -1.3% 2,228 $612K
Garden State Investment Advisory Services LLC 0.20% Add +62.4% 2,227 $612K
BlueChip Wealth Advisors LLC 0.30% Add +31.6% 2,226 $612K
Pinnacle Wealth Management Group, Inc. 0.43% Reduce -3.8% 2,223 $611K
Inspirion Wealth Advisors, LLC 0.08% Reduce -25.6% 2,218 $610K
Curbstone Financial Management Corp 0.13% No change 2,214 $609K
Talon Private Wealth, LLC 0.08% Reduce -4.2% 2,212 $608K
Ewa, LLC 0.22% Add +2.3% 2,200 $605K
Better Money Decisions, LLC 0.40% Add +100.8% 2,199 $604K
Nixon Peabody Trust Co. 0.05% Reduce -13.8% 2,197 $604K
Meeder Advisory Services, Inc. 0.04% Add +33.0% 2,194 $603K
Sonoma Private Wealth LLC 0.83% No change 2,187 $601K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -7.1% 2,178 $599K
Norden Group LLC 0.07% Add +3.0% 2,162 $594K
McCarter Private Wealth Services LLC 0.39% No change 2,159 $593K
Sachem Hill LLC 0.12% Add +42.5% 2,157 $593K
Condor Capital Management 0.06% Reduce -13.7% 2,155 $592K
Baldwin Wealth Partners LLC 0.04% No change 2,150 $591K
Ariadne Wealth Management, LP 0.31% No change 2,123 $590K
Full Sail Capital, LLC 0.04% No change 2,145 $590K
Vantage Investment Partners, LLC 0.05% No change 2,144 $589K
Quest Investment Management LLC 0.07% Add +7.4% 2,131 $586K
Destiny Wealth Partners, LLC 0.09% Add +0.1% 2,123 $583K
Broadleaf Partners, LLC 0.15% Reduce -14.9% 2,119 $582K
Field & Main Bank 0.20% Add +130.3% 2,112 $580K
Martel Wealth Advisors LLC 0.12% Reduce -4.0% 2,110 $580K
Grange Capital, LLC 0.68% Reduce -1.5% 2,109 $580K
Ofc Financial Planning, LLC 0.65% Add +0.3% 2,105 $579K
Mason & Associates, LLC 0.17% Reduce -23.4% 2,105 $579K
Jefferies Financial Group Inc. 0.01% Reduce -20.8% 2,100 $577K
Cordatus Wealth Management LLC 0.16% No change 2,091 $575K
Vertex Planning Partners, LLC 0.13% Add +32.8% 2,088 $574K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% No change 2,088 $574K
Legacy Capital Group California, Inc. 0.20% Add +0.1% 2,085 $573K
T. Rowe Price Associates Inc. 0.00% Reduce -12.6% 2,080 $572K
Alaska Wealth Advisors, LLC 0.09% Reduce -11.8% 2,081 $572K
Mma Asset Management LLC 0.24% Add +27.1% 2,078 $571K
Ironwood Wealth Management, LLC. 0.17% Add +12.5% 2,065 $567K
Vantage Point Financial LLC 0.29% Reduce -4.8% 2,063 $567K
Helium Advisors LLC 0.41% Add +0.1% 2,062 $567K
Anson Capital, Inc. 0.49% Add +0.3% 2,062 $567K
Elios Financial Group Inc. 0.28% Reduce -3.0% 2,061 $567K
Fiduciary Family Office, LLC 0.19% New 2,060 $566K
Vectors Research Management, LLC 0.20% Reduce -45.1% 2,058 $566K
Oxler Private Wealth LLC 0.20% No change 2,049 $563K
ERn Financial, LLC 0.09% Reduce -2.1% 2,047 $563K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +1.5% 2,046 $562K
Insight Advisors, LLC/ PA 0.10% Reduce -0.9% 2,039 $561K
Weaver Capital Management LLC 0.15% No change 2,038 $560K
Lakeridge Wealth Management LLC 0.28% Reduce -5.8% 2,038 $560K
Crabel Capital Management, LLC 0.60% Reduce -2.4% 2,036 $560K
Financial Security Advisor, Inc. 0.14% Add +6.0% 2,031 $558K
Sittner & Nelson, LLC 0.24% Add +104.1% 2,027 $557K
Welch & Forbes LLC 0.01% Add +0.1% 2,027 $557K
4J Wealth Management LLC 0.44% No change 2,026 $557K
Apriem Advisors 0.07% Reduce -0.6% 2,023 $556K
Nova R Wealth, Inc. 0.28% Add +0.7% 2,022 $556K
Cadence Wealth Management LLC 0.41% Add +0.8% 2,020 $555K
Claris Financial LLC 0.36% No change 1,911 $554K
Naviter Wealth, LLC 0.07% Reduce -2.4% 2,017 $554K
DiNuzzo Private Wealth, Inc. 0.07% Add +0.4% 2,009 $552K
Platform Technology Partners 0.16% Reduce -12.0% 2,003 $551K
Core Wealth Management, Inc. 0.21% Add +1.4% 2,000 $550K
Main Street Research LLC 0.04% Reduce -28.7% 1,998 $549K
AG Asset Advisory, LLC 0.56% Reduce -10.7% 1,993 $548K
SOA Wealth Advisors, LLC. 0.11% Add +0.3% 1,989 $547K
Deltec Asset Management LLC 0.12% No change 1,983 $545K
New Capital Management LP 0.16% New 1,983 $545K
GW&K Investment Management, LLC 0.01% Add +273.7% 1,973 $543K
Traction Financial Partners, LLC 0.42% Reduce -0.6% 1,971 $542K
Williams & Novak, LLC 0.53% Reduce -18.1% 1,961 $541K
Marshall Financial Group, LLC 0.12% Add +79.3% 1,965 $540K
Montecito Bank & Trust 0.10% Reduce -6.2% 1,965 $540K
Capstone Wealth Management, LLC 0.54% Add +20.3% 1,963 $540K
Lyell Wealth Management, LP 0.05% No change 1,963 $540K
Sterling Investment Management, LLC 0.38% No change 1,960 $539K
Red Crane Wealth Management, LLC 0.51% Add +0.3% 1,957 $538K
Horizon Investment Services, LLC 0.26% Reduce -9.9% 1,949 $536K
Archford Capital Strategies, LLC 0.08% Add +41.1% 1,947 $535K
Melone Private Wealth, LLC 0.28% Reduce -0.1% 1,936 $532K
Invesco Ltd. 0.00% Reduce -10.8% 1,932 $531K
Websterrogers Financial Advisors, LLC 0.18% Add +80.4% 1,930 $530K
Affinity Wealth Management LLC 0.10% Reduce -42.0% 1,930 $530K
Retirement Investment Advisors, Inc. 0.05% Reduce -0.1% 1,929 $530K
Aveo Capital Partners, LLC 0.09% Reduce -55.6% 1,919 $530K
Coppell Advisory Solutions LLC 0.07% Add +68.9% 1,942 $530K
WealthCare Investment Partners, LLC 0.22% Reduce -2.2% 2,095 $529K
Parker Investment Management, LLC 0.09% Add +28.4% 1,925 $529K
Fortis Capital Management LLC 0.10% Reduce -1.1% 1,925 $529K
Delta Investment Management, LLC 0.11% Add +31.1% 1,924 $529K
Chicago Wealth Management, Inc. 0.28% No change 1,923 $529K
Anchor Capital Advisors LLC 0.02% Reduce -13.5% 1,920 $528K
DGS Capital Management, LLC 0.14% Reduce -30.7% 1,919 $527K
Richardson Financial Services Inc. 0.40% Reduce -18.9% 1,918 $527K
Cypress Wealth Services, LLC 0.11% Add +3.1% 1,918 $527K
First American Trust, FSB 0.05% Reduce -0.9% 1,917 $527K
HRC Wealth Management, LLC 0.33% New 1,916 $526K
Baker Tilly Wealth Management, LLC 0.21% Reduce -0.9% 1,905 $524K
Whitcomb & Hess, Inc. 0.16% No change 1,905 $524K
CPA Asset Management Group, LLC 0.23% No change 1,904 $523K
New Insight Wealth Advisors 0.24% New 1,902 $523K
Taylor Hoffman Capital Management LLC 0.19% No change 1,893 $522K
Aufman Associates Inc 0.36% Reduce -7.0% 1,896 $521K
Sachetta, LLC 0.21% Reduce -1.5% 1,895 $521K
Integrated Investment Consultants, LLC 0.10% Add +0.3% 171,067 $521K
Guardian Partners Inc. 0.05% No change 1,975 $520K
Paradigm Capital Management, LLC 0.54% Reduce -14.0% 1,893 $520K
PFC Capital Group, Inc. 0.26% New 1,893 $520K
Alta Wealth Advisors LLC 0.24% No change 1,886 $518K
Childress Capital Advisors, LLC 0.15% Reduce -1.1% 1,886 $518K
Nilsine Partners, LLC 0.06% Reduce -4.1% 1,881 $517K
Elser Financial Planning, Inc 0.72% Add +5.5% 1,881 $517K
Northside Capital Management, LLC 0.08% No change 1,880 $517K
TFG Advisers LLC 0.19% Reduce -0.2% 1,877 $516K
Camarda Financial Advisors, LLC 0.23% Add +162.5% 1,874 $515K
Northcape Wealth Management, LLC 0.17% No change 1,870 $514K
Brooks, Moore & Associates, Inc. 0.29% New 1,869 $514K
Alliance Wealth Advisors, LLC 0.13% Reduce -0.5% 1,869 $514K
Attessa Capital LLC 0.33% Add +155.2% 1,863 $512K
Planning Center, Inc. 0.06% New 1,862 $512K
Geneva Partners, LLC 0.26% Reduce -0.3% 1,862 $512K
BCGM Wealth Management, LLC 0.16% Add +0.9% 1,858 $511K
Amarillo National Bank 0.10% Add +24.6% 1,856 $510K
Penn Capital Management Company, LLC 0.05% New 1,854 $510K
Safeguard Investment Advisory Group, LLC 0.14% Reduce -1.3% 1,851 $509K
SWAN Capital LLC 0.23% No change 1,849 $508K
Tru Independence Asset Management 2, LLC 0.38% New 1,847 $508K
Retirement Financial Solutions, LLC 0.20% Add +0.6% 1,841 $506K
Innovative Wealth Building LLC 0.47% Reduce -13.1% 1,840 $506K
Legacy CG, LLC 0.16% No change 1,839 $505K
Welch Group, LLC 0.02% Reduce -5.1% 1,844 $504K
Wayfinding Financial, LLC 0.22% Add +0.6% 1,835 $504K
Jackson Square Capital, LLC 0.16% Add +26.5% 1,833 $504K
Family Office Research LLC 0.25% Add +0.4% 1,832 $504K
Beverly Hills Private Wealth, LLC 0.10% Reduce -1.1% 1,832 $503K
Aspetuck Financial Management LLC 0.43% No change 1,831 $503K
Safe Harbor Fiduciary, LLC 0.52% Reduce -93.4% 1,827 $502K
Figure 8 Investment Strategies LLC 0.52% Add +69.9% 1,823 $501K
Houlihan Financial Resource Group, Ltd. 0.23% No change 1,822 $501K
Significant Wealth Partners LLC 0.26% Reduce -1.1% 1,818 $500K
Keystone Financial Group, Inc. 0.35% Add +0.4% 1,817 $500K
Colton Groome Financial Advisors, LLC 0.19% Reduce -11.7% 1,831 $500K
McHugh Group, LLC 0.38% No change 1,800 $495K
Financial Guidance Group, Inc. 0.27% Add +0.2% 1,788 $491K
Encompass Wealth Advisors, LLC 0.20% Add +6.3% 1,784 $490K
Financial Partners Group, Inc 0.08% No change 1,782 $490K
Coign Capital Advisors LLC 0.38% No change 1,776 $488K
Waddell & Associates, LLC 0.06% New 1,775 $488K
Empirical Asset Management, LLC 0.17% Reduce -99.2% 1,774 $488K
Investor's Fiduciary Advisor Network, LLC 0.23% Reduce -35.5% 1,775 $487K
Great Waters Wealth Management 0.07% Reduce -28.9% 1,771 $487K
Red Mountain Financial, LLC 0.59% Reduce -2.6% 1,767 $486K
Orion Capital Management LLC 0.20% Add +1.1% 1,765 $485K
Arcataur Capital Management LLC 0.17% Add +5.4% 1,764 $485K
Henderson Brothers Financial Partners, LLC 0.24% — 1,441 $483K
Cannon Wealth Management Services, LLC 0.43% No change 1,746 $482K
Yardley Wealth Management LLC 0.28% No change 1,754 $482K
Cornerstone Planning Group LLC 0.12% Add +272.1% 1,827 $481K
Independent Solutions Wealth Management, LLC 0.11% New 1,750 $481K
Up Strategic Wealth Investment Advisors LLC 0.43% No change 1,750 $481K
Virtus Wealth Solutions LLC 0.15% Add +0.6% 1,748 $480K
Johnson & White Wealth Management, LLC 0.27% Reduce -6.9% 1,744 $479K
Palo Alto Wealth Advisors, LLC 0.19% Add +18.6% 1,655 $479K
Tectonic Advisors LLC 0.03% Add +84.0% 1,737 $477K
Catalina Capital Group, LLC 0.32% Reduce -3.1% 1,736 $477K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +49.0% 1,725 $474K
M. Kraus & Co 0.14% Reduce -1.1% 1,724 $474K
Investment Counsel Co. of Nevada 1.07% Add +0.1% 1,708 $469K
Blue Barn Wealth, LLC 0.24% No change 1,706 $469K
Oak Wealth Advisors LLC 0.35% Reduce -1.9% 1,701 $468K
Ervin Investment Management, LLC 0.31% Reduce -35.2% 1,696 $466K
Chemistry Wealth Management LLC 0.11% Add +1.7% 1,696 $466K
Payne Capital Management, LLC 0.20% Reduce -0.8% 1,692 $465K
Tobias Financial Advisors, Inc. 0.09% Reduce -4.3% 1,687 $464K
Mirador Capital Partners LP 0.08% Reduce -1.8% 1,685 $463K
Trust Co. of Oklahoma 0.16% Reduce -0.7% 1,682 $462K
Clarity Asset Management, Inc. 0.30% Add +0.2% 1,682 $462K
Americana Partners, LLC 0.02% No change 1,677 $461K
Indie Asset Partners, LLC 0.40% Reduce -0.7% 1,675 $460K
Quent Capital, LLC 0.05% No change 1,675 $460K
American Century Companies Inc. 0.00% New 1,667 $458K
Peoples Bank 0.30% Reduce -18.1% 1,665 $458K
Roman Butler Fullerton & Co. 0.18% Add +0.1% 1,731 $456K
Diligent Investors, LLC 0.11% Add +0.2% 1,654 $455K
Greykasell Wealth Strategies, Inc. 0.24% Add +1.9% 1,653 $454K
Elevated Capital Advisors, LLC 0.13% Add +2.7% 1,652 $454K
Vestia Personal Wealth Advisors 0.36% Reduce -6.1% 15,818 $453K
Intelligence Driven Advisers, LLC 0.09% Add +26.8% 1,642 $451K
Shum Financial Group, Inc. 0.39% Reduce -2.0% 1,639 $450K
Novare Capital Management LLC 0.04% Add +8.3% 1,638 $450K
Conquis Financial LLC 0.47% Add +0.3% 1,635 $449K
Sincerus Advisory, LLC 0.47% Reduce -0.1% 1,635 $449K
Chilton Capital Management LLC 0.02% Reduce -10.4% 1,635 $449K
RB Capital Management, LLC 0.11% Add +11.3% 1,634 $449K
Factor Wealth Management LTD 0.14% No change 1,629 $448K
Fortitude Advisory Group L.L.C. 0.32% Reduce -2.6% 1,729 $447K
Arthur M. Cohen & Associates, LLC 0.09% Add +0.4% 1,622 $446K
Lauterbach Financial Advisors, LLC 0.28% Add +77.9% 1,621 $446K
Convergence Financial, LLC 0.09% Add +44.4% 1,620 $445K
Horizons Wealth Management 0.34% Reduce -12.4% 1,620 $445K
Retirement Systems of Alabama 0.00% Add +8.7% 1,620 $445K
MSH Capital Advisors LLC 0.14% Reduce -13.9% 1,619 $445K
Burton Enright Welch 0.09% No change 1,616 $444K
FORM Wealth Advisors, LLC 0.06% — 1,616 $444K
Fiduciary Wealth Partners, LLC 0.38% — 1,616 $444K
Wealthgarden F.S. LLC 0.43% Add +1.6% 1,614 $444K
Fusion Capital, LLC 0.17% Reduce -6.2% 1,610 $442K
Kingstone Capital Partners Texas, LLC 0.36% Add +0.1% 1,610 $442K
Global Strategic Investment Solutions, LLC 0.05% Add +0.2% 1,606 $441K
Summit X, LLC 0.09% Add +3.5% 1,604 $441K
Paragon Capital Management Ltd 0.09% Reduce -15.1% 1,603 $441K
Sentinel Pension Advisors, LLC 0.08% Add +24.8% 1,599 $439K
Buska Wealth Management, LLC 0.14% Add +5.1% 1,596 $439K
Lummis Asset Management, LP 0.30% Reduce -1.9% 1,595 $438K
Crane Advisory, LLC 0.08% No change 1,674 $438K
FFG Partners, LLC 0.18% No change 1,591 $437K
Twin Peaks Wealth Advisors, LLC 0.20% Reduce -12.9% 1,658 $437K
Ellis Investment Partners, LLC 0.09% Reduce -8.5% 1,589 $437K
Lynch & Associates 0.09% Add +10.8% 1,588 $436K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Reduce -1.5% 1,576 $434K
17 Capital Partners, LLC 0.28% Add +10.0% 1,570 $431K
Charter Research & Investment Group, Inc. 0.33% No change 1,569 $431K
Retirement Guys Formula LLC 0.21% New 1,565 $430K
Fielder Capital Group LLC 0.12% No change 1,557 $428K
Aull & Monroe Investment Management Corp 0.21% Reduce -2.5% 1,555 $427K
Cardinal Strategic Wealth Guidance 0.14% Reduce -4.7% 1,553 $427K
Zullo Investment Group, Inc. 0.18% No change 1,551 $426K
Awm Capital, LLC 0.05% Reduce -1.1% 1,541 $424K
Grantvest Financial Group LLC 0.34% Add +7.6% 1,540 $423K
EnRich Financial Partners LLC 0.14% Reduce -31.2% 1,539 $423K
Oak Harvest Investment Services 0.06% Reduce -5.2% 1,537 $422K
Grey Fox Wealth Advisors, LLC 0.11% Reduce -11.3% 1,536 $422K
Trivium Point Advisory, LLC 0.05% Reduce -2.5% 1,533 $421K
Keebeck Wealth Management 0.06% Reduce -17.3% 1,528 $420K
1834 Investment Advisors Co. 0.05% No change 1,513 $416K
Herold Advisors, Inc. 0.09% Add +12.7% 1,502 $413K
Stablepoint Partners, LLC 0.07% Add +0.1% 1,500 $412K
Collective Family Office LLC 0.11% No change 1,500 $412K
BetterWealth, LLC 0.12% No change 1,500 $412K
Delta Capital Management LLC 0.24% No change 1,500 $412K
Spectrum Asset Management, Inc. (NB/CA) 0.18% No change 1,498 $412K
Ascentis Wealth Management, LLC 0.13% No change 1,491 $411K
Axis Wealth Partners, LLC 0.30% Add +1.8% 1,494 $411K
Holderness Investments Co. 0.10% No change 1,493 $410K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +1.5% 1,490 $410K
Mezzasalma Advisors, LLC 0.14% No change 1,490 $410K
Sterling Group Wealth Management, LLC 0.22% Reduce -5.9% 1,486 $408K
Chancellor Financial Group WB LP 0.34% No change 1,483 $408K
Brewster Financial Planning LLC 0.30% Add +95.9% 1,481 $407K
Patten Group, Inc. 0.09% Reduce -3.9% 1,481 $407K
ZWJ Investment Counsel Inc. 0.02% Add +5.6% 1,481 $407K
Maple Capital Management, Inc. 0.03% Add +9.7% 1,475 $405K
WESPAC Advisors, LLC 0.33% Reduce -19.0% 1,474 $405K
Register Financial Advisors LLC 0.21% Reduce -0.7% 1,471 $404K
Blue Fin Capital, Inc. 0.08% Reduce -0.7% 1,470 $404K
Canandaigua National Bank & Trust Co. 0.04% Add +25.1% 1,469 $404K
1832 Asset Management L.P. 0.00% Reduce -2.2% 1,468 $403K
Rezny Wealth Management, Inc. 0.11% Add +31.0% 1,467 $403K
Obsidian Cio, LLC 0.07% Reduce -27.9% 1,462 $402K
Ring Mountain Capital, LLC 0.30% No change 1,457 $400K
BridgePort Financial Solutions, LLC 0.18% Add +0.1% 1,454 $400K
Arkos Global Advisors 0.06% Add +5.5% 1,453 $399K
InTrack Investment Management Inc 0.36% Reduce -0.3% 1,450 $399K
Abbot Financial Management, Inc. 0.21% Add +2.3% 1,447 $398K
Optivise Advisory Services LLC 0.22% Reduce -5.6% 1,442 $396K
Paragon Financial Partners, Inc. 0.31% Add +0.3% 1,441 $396K
Leeward Financial Partners, LLC 0.15% Add +20.9% 1,439 $395K
North Point Portfolio Managers Corp. 0.07% Add +63.6% 1,438 $395K
Paragon Advisors, LLC 0.15% Reduce -22.9% 1,437 $395K
HMS Capital Management, LLC 0.22% Reduce -12.8% 1,594 $395K
Integrity Investment Advisors, LLC 0.36% — 1,436 $395K
Triangle Securities Wealth Management 0.10% Add +0.9% 1,432 $393K
Hamilton Capital, LLC 0.02% Add +0.1% 1,430 $393K
American Capital Advisory, LLC 0.21% Add +215.4% 1,429 $393K
Ritter Daniher Financial Advisory LLC / DE 0.11% Reduce -2.7% 1,427 $392K
Trillium Asset Management, LLC 0.01% No change 1,428 $392K
Dominguez Wealth Management Solutions, Inc. 0.29% Reduce -3.8% 1,426 $392K
MPWM Advisory Solutions, LLC 0.28% Add +0.5% 1,425 $392K
Advisory Resource Group 0.08% Add +9.6% 1,423 $391K
Costello Asset Management, INC 0.16% New 1,421 $391K
One Wealth Advisors, LLC 0.06% Add +16.0% 1,421 $390K
Warren Street Wealth Advisors, LLC 0.15% Add +16.0% 1,418 $390K
Tillman Hartley LLC 0.11% No change 1,418 $390K
Ariston Services Group 0.32% Add +66.3% 1,412 $388K
Cabana LLC 2.41% New 1,411 $388K
Longview Financial Advisors LLC 0.26% Add +0.6% 1,410 $388K
Prostatis Group LLC 0.12% Reduce -26.4% 1,404 $386K
Ethos Financial Group, LLC 0.04% Reduce -11.4% 1,359 $386K
Pillar Financial Advisors, LLC 0.29% Reduce -1.0% 1,402 $385K
Towerpoint Wealth, LLC 0.19% Add +53.3% 1,400 $385K
Johns Hopkins University 0.01% Reduce -8.0% 1,398 $384K
Opus Capital Group, LLC 0.05% No change 1,395 $384K
Rollins Financial Advisors, LLC 0.07% Reduce -12.9% 1,396 $384K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $381K
25 LLC 0.16% Add +64.4% 1,384 $380K
Fortem Financial Group, LLC 0.15% No change 1,384 $380K
Parcion Private Wealth LLC 0.03% New 1,383 $380K
Seek First Inc. 0.34% — 1,379 $379K
Firethorn Wealth Partners, LLC 0.18% Add +51.3% 1,378 $379K
Arrow Financial Corp 0.04% No change 1,378 $379K
Delta Financial Advisors LLC 0.14% New 1,376 $378K
Bell Investment Advisors, Inc 0.07% Reduce -34.0% 1,366 $376K
McGowan Group Asset Management, Inc. 0.05% Reduce -2.9% 1,365 $375K
NTV Asset Management LLC 0.05% Reduce -0.7% 1,365 $375K
Kellett Wealth Advisors, LLC 0.26% No change 1,362 $374K
Mountain Capital Investment Advisors Inc. 0.08% Add +13.1% 1,386 $373K
Prosperity Financial Group, Inc. 0.19% Add +0.7% 1,354 $372K
Midwest Capital Advisors, LLC 0.23% No change 1,353 $372K
tru Independence LLC 0.12% Add +2.0% 1,353 $372K
Laurel Wealth Advisors LLC 0.06% Add +12.7% 1,347 $370K
Entrewealth, LLC 0.28% Add +1.0% 1,346 $370K
McCollum Christoferson Group LLC 0.11% No change 1,341 $369K
GoalFusion Wealth Management, LLC 0.20% Add +2.8% 1,338 $368K
Burt Wealth Advisors 0.09% Reduce -3.4% 1,338 $368K
Atwood & Palmer Inc. 0.03% Add +2.5% 1,333 $366K
Capital Investment Services of America, Inc. 0.04% No change 1,330 $366K
Wheelhouse Advisory Group LLC 0.21% Reduce -26.8% 1,329 $366K
Wealthspan Partners, LLC 0.17% Reduce -0.1% 1,328 $365K
Darrow Company, Inc. 0.20% Add +0.8% 1,325 $364K
Causey Wealth LLC 0.20% Add +0.1% 1,324 $364K
Navalign, LLC 0.10% Reduce -1.1% 1,321 $363K
Drake & Associates, LLC 0.10% Reduce -11.2% 1,315 $361K
Beacon Financial Advisory LLC 0.11% Reduce -8.9% 1,312 $360K
Vermillion & White Wealth Management Group, LLC 0.26% Reduce -6.0% 1,306 $359K
City National Bank of Florida 0.32% Add +34.2% 1,306 $359K
Private Client Services, LLC 0.18% Add +10.1% 1,303 $358K
Horizon Kinetics Asset Management LLC 0.00% Reduce -3.7% 1,302 $358K
Villere St Denis J & Co. LLC 0.04% No change 1,301 $358K
Gould Asset Management LLC 0.07% Reduce -0.4% 1,300 $357K
TrueWealth Advisors, LLC 0.12% Reduce -1.0% 1,299 $357K
Schiavi & Co LLC 0.13% No change 1,295 $356K
Fulcrum Capital LLC 0.08% No change 1,291 $355K
Vigilare Wealth Management 0.14% Add +1.9% 1,284 $353K
G&S Capital LLC 0.15% Add +0.2% 1,279 $351K
Lifeworks Advisors, LLC 0.06% Reduce -17.1% 1,278 $351K
Principia Wealth Advisory, LLC 0.34% New 1,308 $351K
Purkiss Capital Advisors LLC 0.26% Add +31.9% 1,275 $350K
Hartmann Taylor Wealth Management, LLC 0.31% — 1,265 $348K
Journey Beyond Wealth, LLC 0.33% Add +13.4% 1,265 $348K
JSF Financial, LLC 0.09% Add +0.2% 1,264 $347K
WestHill Financial Advisors, Inc. 0.08% Reduce -1.9% 1,262 $347K
Planning Directions Inc. 0.15% New 1,257 $346K
North Capital, Inc. 0.33% — 1,254 $345K
Commonwealth Financial Services, LLC 0.07% Add +21.2% 1,253 $344K
Dakota Community Bank & Trust NA 1.66% No change 1,250 $344K
LCNB Corp. 0.13% No change 1,250 $344K
Kintra Wealth, LLC 0.23% Reduce -4.3% 1,249 $343K
Invictus Private Wealth, LLC 0.03% Add +53.6% 1,246 $342K
Silvia McColl Wealth Management, LLC 0.26% Add +7.2% 1,246 $342K
Sollinda Capital Management LLC 0.10% Reduce -19.3% 1,244 $342K
Richardson Capital Management LLC 0.21% Reduce -3.0% 1,243 $342K
Oxinas Partners, LLC 0.20% Add +52.5% 1,243 $342K
Sage Capital Management, LLC 0.19% Add +0.3% 1,242 $341K
M Wealth Management, LLC 0.32% Add +0.4% 1,241 $341K
ShankerValleau Wealth Advisors, Inc. 0.11% New 1,239 $341K
Leading Edge Financial Planning LLC 0.11% No change 1,236 $340K
Syntax Research, Inc. 0.23% Add +0.3% 1,234 $339K
BCU Wealth Advisors, LLC 0.18% Add +0.3% 1,225 $337K
Fagan Associates, Inc. 0.06% Reduce -1.0% 1,224 $336K
Dividend Assets Capital, LLC 0.06% New 1,222 $336K
Epiq Partners, LLC 0.19% Add +1.7% 1,221 $336K
Diversified Investment Strategies, LLC 0.23% No change 1,220 $335K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Pinkerton Wealth, LLC 0.04% Add +44.1% 1,212 $333K
Elevate Wealth Advisory, Inc. 0.24% No change 1,209 $332K
Strait & Sound Wealth Management LLC 0.15% Add +1.5% 1,207 $332K
Essex Investment Management Co. LLC 0.07% No change 1,206 $331K
Vance Wealth, LLC 0.12% Add +9.8% 1,203 $331K
Buffington Mohr McNeal 0.07% Reduce -1.4% 1,201 $330K
Montz Harcus Wealth Management LLC 0.18% Add +1.4% 1,201 $330K
Point Windward Advisors Inc. 0.13% Reduce -14.3% 1,200 $330K
Collier Financial 0.28% Reduce -1.4% 1,198 $329K
Bond & Devick Financial Network, Inc. 0.12% Add +23.4% 1,194 $328K
Bensler, LLC 0.04% Add +12.4% 1,193 $328K
Solutions 4 Wealth, Ltd 0.58% No change 1,191 $327K
Evelyn Partners Investment Management Services Ltd 0.05% No change 1,191 $327K
Dana Investment Advisors, Inc. 0.01% Add +9.7% 1,189 $327K
Integrity Financial Corp 0.19% Add +5.3% 1,188 $326K
Red Tortoise LLC 0.17% Reduce -0.8% 1,187 $326K
Comprehensive Financial Planning, Inc. 0.32% Add +0.2% 1,183 $325K
Granite Bay Wealth Management, LLC 0.11% Add +0.2% 1,183 $325K
Voisard Asset Management Group, Inc. 0.10% No change 1,182 $325K
John G Ullman & Associates Inc. 0.05% Reduce -8.2% 1,181 $325K
Global Wealth Strategies & Associates 0.10% Add +114.8% 1,179 $324K
Sugar Maple Asset Management, LLC 0.25% Reduce -16.0% 1,178 $324K
American State Bank (Iowa) 0.19% Add +1.4% 1,176 $323K
Dark Forest Capital Management LP 0.01% Add +7.5% 1,170 $322K
Compton Financial Group, LLC 0.09% Reduce -5.3% 1,167 $321K
Unio Capital LLC 0.12% Add +0.3% 1,165 $320K
Cambridge Capital Management, LLC 0.20% Add +0.3% 1,162 $319K
Kiker Wealth Management, LLC 0.22% Add +8.8% 1,159 $319K
Seascape Capital Management 0.11% Reduce -14.9% 1,157 $318K
Wolff Financial Management LLC 0.09% Add +0.8% 1,156 $318K
West Branch Capital LLC 0.11% Reduce -2.6% 1,153 $317K
Walker Asset Management, LLC 0.19% No change 1,138 $313K
Clark Financial Services Group Inc. 0.22% Reduce -62.3% 1,136 $312K
MKT Advisors LLC 0.15% Add +14.0% 1,259 $312K
Purus Wealth Management, LLC 0.13% Reduce -9.6% 1,132 $311K
Natural Investments, LLC 0.09% New 1,134 $311K
Main Management LLC 0.03% Add +0.2% 1,133 $311K
Patrick M Sweeney & Associates, Inc. 0.23% No change 1,130 $311K
Prestige Wealth Management Group LLC 0.07% Add +0.3% 1,129 $310K
Second Line Capital, LLC 0.08% Reduce -0.8% 1,129 $310K
Alamar Capital Management, LLC 0.18% Reduce -9.3% 1,128 $310K
Roth Financial Partners LLC 0.12% Add +25.3% 1,126 $309K
Seelaus Asset Management LLC 0.30% Add +6.8% 1,124 $309K
Castle Rock Wealth Management, LLC 0.08% Add +0.4% 1,121 $309K
Ingalls & Snyder LLC 0.01% No change 1,121 $308K
MinichMacGregor Wealth Management, LLC 0.07% Reduce -2.2% 1,119 $308K
Verisail Partners, LLC 0.14% Reduce -29.2% 1,118 $307K
Note Advisors, LLC 0.25% Reduce -13.5% 1,118 $307K
SWP Financial LLC 0.19% Reduce -5.7% 1,117 $307K
Planning Alternatives Ltd. 0.05% Add +4.3% 1,115 $306K
Old Second National Bank of Aurora 0.07% No change 1,113 $306K
MIdWestOne Financial Group, Inc. 0.04% No change 1,111 $305K
Auxano Advisors, LLC 0.08% Reduce -5.0% 1,109 $305K
Waterfront Wealth Inc. 0.07% Reduce -10.4% 1,105 $304K
1ST Source Bank 0.02% Reduce -2.2% 1,105 $304K
Heartwood Wealth Advisors LLC 0.03% Add +11.3% 1,101 $303K
Clientfirst Wealth Management, LLC 0.34% No change 1,100 $302K
CoreFirst Bank & Trust 0.19% Reduce -15.4% 1,100 $302K
Cowa, LLC 0.13% Reduce -1.7% 1,098 $302K
AAF Wealth Management, LLC 0.16% Reduce -1.7% 1,097 $302K
Hazlett, Burt & Watson, Inc. 0.14% Add +1.5% 1,096 $301K
Riverwater Partners LLC 0.15% Reduce -17.2% 1,092 $300K
Chaney Capital Management, Inc. 0.13% No change 1,090 $300K
Unified Investment Management 0.35% Add +1.7% 1,089 $299K
Private Capital Management, LLC 0.03% No change 1,089 $299K
Woodstock Corp. 0.03% Add +10.1% 1,089 $299K
FSB Premier Wealth Management, Inc. 0.12% Add +5.4% 1,086 $298K
TFR Capital, LLC. 0.12% Add +20.0% 1,085 $298K
Centerpoint Advisors, LLC 0.11% No change 1,085 $298K
Forte Asset Management LLC 0.15% No change 1,080 $297K
Ballast, Inc. 0.08% No change 1,080 $297K
Joule Financial, LLC 0.10% Add +4.8% 1,073 $295K
Fortis Advisors, LLC 0.19% Reduce -1.7% 1,073 $295K
Kure Advisory, LLC 0.22% — 1,072 $295K
Mark Sheptoff Financial Planning, LLC 0.16% No change 1,071 $294K
RKL Wealth Management LLC 0.03% Reduce -51.5% 1,070 $294K
Spectrum Planning & Advisory Services Inc. 0.24% No change 1,070 $294K
Watchman Group, Inc. 0.08% Reduce -2.4% 1,068 $294K
Fort Washington Investment Advisors Inc. 0.00% Add +0.9% 1,067 $293K
Sanchez Wealth Management Group 0.08% Reduce -12.3% 1,065 $293K
Walker Financial Services, Inc. 0.15% New 1,065 $293K
American Asset Management Inc. 0.29% Reduce -31.9% 1,063 $292K
William Howard & Co Financial Advisors Inc 0.27% Add +1.1% 1,057 $290K
Plan A Wealth LLC 0.22% No change 1,055 $290K
Core Wealth Partners LLC 0.17% Reduce -4.2% 1,053 $289K
Old Mission Investment Co LLC 0.09% New 1,052 $289K
Flaharty Asset Management, LLC 0.04% No change 1,050 $289K
Verum Partners LLC 0.08% Add +14.5% 1,049 $288K
Schnieders Capital Management LLC 0.06% No change 1,047 $288K
Guardian Financial Partners, LLC 0.14% Reduce -7.1% 1,047 $288K
Strategy Asset Managers LLC 0.06% No change 1,041 $286K
Invera Wealth Advisors, LLC 0.18% New 1,040 $286K
Alteri Wealth LLC 0.13% Add +7.1% 1,038 $285K
ROI Financial Advisors, LLC 0.21% Add +0.6% 1,038 $285K
GEM Asset Management, LLC 0.16% Add +0.1% 1,034 $285K
BankPlus Trust Department 0.09% Reduce -6.4% 1,033 $284K
Northstar Asset Management Inc. 0.08% Reduce -15.8% 1,027 $282K
Coastwise Capital Group, LLC 0.24% Add +10.8% 1,026 $282K
Sims Investment Management, LLC 0.13% New 1,020 $280K
DDFG, Inc 0.08% Add +4.7% 1,009 $277K
Bremer Bank National Association 0.05% Add +41.4% 1,007 $277K
Signet Investment Advisory Group, Inc. 0.14% No change 1,006 $276K
Godshalk Welsh Capital Management, Inc. 0.18% Reduce -9.9% 1,006 $276K
Lafayette Investments, Inc. 0.06% Reduce -2.4% 1,005 $276K
Riverbridge Partners LLC 0.00% Reduce -45.5% 1,003 $276K
Parallax Volatility Advisers, L.P. 0.01% New 1,001 $275K
Bantamac Capital, LLC 0.13% No change 1,000 $275K
JBF Capital, Inc. 0.05% No change 1,000 $275K
Pinnacle Family Advisors, LLC 0.15% Reduce -11.1% 1,000 $275K
Anderson Financial Strategies, LLC 0.17% Add +455.6% 1,000 $275K
Enterprise Bank & Trust Co 0.11% No change 997 $274K
Signature Resources Capital Management, LLC 0.24% Add +0.1% 995 $273K
Matisse Capital 0.14% No change 995 $273K
Hofer & Associates. Inc 0.19% Add +0.3% 994 $273K
Abound Financial, LLC 0.14% Add +14.2% 992 $273K
Orin Green Financial, LLC 0.13% New 1,075 $272K
IPG Investment Advisors LLC 0.06% No change 987 $271K
D L Carlson Investment Group Inc. 0.05% Add +0.4% 986 $271K
M. Kulyk & Associates, LLC 0.06% Reduce -9.0% 984 $271K
Lunt Capital Management, Inc. 0.10% No change 982 $270K
Legacy Financial Group, Inc. 0.09% Reduce -4.2% 982 $270K
Henrickson Nauta Wealth Advisors, Inc. 0.11% New 1,047 $270K
Stone House Investment Management, LLC 0.05% Add +25.8% 980 $269K
Wisconsin Wealth Advisors, LLC 0.39% No change 979 $269K
Concorde Asset Management, LLC 0.14% Reduce -12.6% 995 $268K
Rock Point Advisors, LLC 0.08% Reduce -35.0% 975 $268K
Dearborn Partners LLC 0.01% Reduce -1.1% 975 $268K
Act Two Investors LLC 0.06% Reduce -26.4% 970 $267K
Pacific Point Advisors, LLC 0.15% No change 970 $267K
Goodwin Investment Advisory 0.41% Reduce -4.1% 969 $266K
Security National Bank of So Dak 0.15% Reduce -12.2% 969 $266K
Tranquility Partners, LLC 0.10% Reduce -5.3% 965 $265K
Wealth Management Partners, LLC 0.12% Reduce -5.7% 964 $265K
Mengis Capital Management, Inc. 0.06% No change 964 $265K
Michels Family Financial, LLC 0.24% Add +20.1% 962 $264K
Belvedere Trading LLC 0.02% Reduce -19.8% 962 $264K
Park Square Financial Group, LLC 0.21% Reduce -61.8% 961 $264K
Nemes Rush Group LLC 0.03% Add +8.4% 957 $263K
Private Management Group Inc. 0.01% Reduce -1.4% 956 $263K
Headland Capital, LLC 0.09% Add +0.1% 954 $262K
River Street Advisors LLC 0.13% No change 951 $261K
Cadent Capital Advisors, LLC 0.10% No change 950 $261K
Provident Investment Management, Inc. 0.02% No change 946 $260K
Tull Financial Group, Inc. 0.15% Add +5.1% 945 $260K
Black Swift Group, LLC 0.06% No change 942 $259K
LongView Asset Management LLC 0.22% Add +25.8% 941 $259K
Moller Wealth Partners 0.06% Add +10.3% 941 $259K
Barnes Pettey Financial Advisors, LLC 0.20% Add +15.6% 939 $258K
Opes Wealth Management LLC 0.05% New 935 $257K
Investmark Advisory Group LLC 0.13% Add +10.4% 934 $257K
FMB Wealth Management 0.14% Add +2.5% 932 $256K
Schrum Private Wealth Management LLC 0.22% Add +1.1% 928 $255K
Saxony Capital Management, LLC 0.22% Reduce -57.0% 926 $254K
Sutton Place Investors LLC 0.17% New 913 $251K
Stonebrook Private Inc. 0.07% Add +16.9% 913 $251K
Roxbury Financial LLC 0.25% Add +0.2% 856 $251K
Absher Wealth Management, LLC 0.03% No change 911 $250K
Hutchens & Kramer Investment Management Group, LLC 0.14% New 909 $250K
Community Bank of Raymore 0.20% No change 909 $250K
Harvest Investment Services, LLC 0.07% Add +1.2% 909 $250K
Sloy Dahl & Holst, LLC 0.04% Add +3.3% 905 $249K
Pavion Blue Capital, LLC 0.12% No change 904 $248K
Nvest Financial, LLC 0.13% Add +0.3% 903 $248K
Madison Park Capital Advisors, LLC 0.22% New 901 $248K
Hillcrest Wealth Advisors - NY, LLC 0.12% No change 900 $247K
Affinity Capital Advisors, LLC 0.05% Reduce -3.4% 942 $247K
Laurel Wealth Planning LLC 0.16% Reduce -8.7% 897 $247K
Crowley Wealth Management, Inc. 0.23% Reduce -8.8% 897 $247K
Prevail Innovative Wealth Advisors, LLC 0.07% Reduce -56.8% 897 $247K
Donaldson Capital Management, LLC 0.01% Reduce -44.7% 897 $247K
Occidental Asset Management, LLC 0.04% Add +11.9% 896 $246K
Zeit Capital LLC 0.19% Add +8.0% 893 $245K
Mechanics Financial Corp 0.11% No change 893 $245K
Heritage Trust Co 0.03% No change 893 $245K
Stanley-Laman Group, Ltd. 0.04% Add +8.1% 892 $245K
Disciplined Investments, LLC 0.11% Reduce -0.6% 892 $245K
SK Wealth Management, LLC 0.13% Add +40.1% 968 $244K
Tudor Financial Inc. 0.15% Reduce -3.8% 889 $244K
Future Financial Wealth Managment LLC 0.18% No change 888 $244K
First City Capital Management, Inc. 0.15% No change 888 $244K
First Merchants Corp. 0.01% Reduce -37.8% 887 $244K
Ellenbecker Investment Group 0.04% Reduce -2.0% 884 $243K
Garrett Wealth Advisory Group, LLC 0.05% Add +0.1% 884 $243K
KKM Financial LLC 0.10% No change 881 $242K
Nicollet Investment Management, Inc. 0.09% No change 881 $242K
Toronto Dominion Bank 0.00% Reduce -19.4% 880 $242K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -56.9% 880 $242K
Code Waechter LLC 0.20% Reduce -5.7% 879 $241K
Smith Anglin Financial, LLC 0.03% Add +6.4% 876 $241K
Pacific Sage Partners, LLC 0.05% Add +3.1% 876 $241K
Your Advocates Ltd., LLP 0.09% No change 875 $240K
Financial Futures Ltd Liability Co. 0.14% Reduce -10.1% 874 $240K
Nicholas Wealth, LLC. 0.25% Reduce -21.6% 874 $240K
49 Wealth Management, LLC 0.03% Add +23.1% 868 $239K
Cutter & CO Brokerage, Inc. 0.06% Reduce -6.5% 867 $238K
MidAtlantic Capital Management, Inc. 0.19% No change 867 $238K
Central Valley Advisors, LLC 0.09% Add +0.5% 866 $238K
Trail Ridge Investment Advisors, LLC 0.12% Reduce -93.2% 866 $238K
Klingenstein Fields & Co. LP 0.01% Reduce -6.5% 862 $237K
Cranbrook Wealth Management, LLC 0.06% Add +0.9% 861 $237K
Schulz Wealth, LTD. 0.18% Add +4.4% 858 $236K
Old Port Advisors 0.07% Reduce -44.3% 857 $236K
Freedom Investment Management, Inc. 0.02% New 852 $234K
Willis Investment Counsel 0.02% Add +1.9% 851 $234K
Hapanowicz & Associates Financial Services, Inc 0.13% Reduce -40.5% 851 $234K
JRM Investment Counsel, LLC 0.08% Reduce -6.6% 850 $234K
Wedgewood Investors Inc. 0.28% Reduce -20.1% 850 $234K
Widmann Financial Services, Inc. 0.18% No change 847 $233K
Valued Wealth Advisors LLC 0.14% Reduce -0.1% 846 $233K
Kapstone Financial Advisors LLC 0.13% No change 845 $232K
Iron Horse Wealth Management, LLC 0.07% No change 845 $232K
Birch Hill Investment Advisors LLC 0.01% No change 841 $231K
Ciovacco Capital Management LLC 0.16% Reduce -50.2% 839 $231K
Edge Wealth Management LLC 0.05% New 839 $231K
Arjuna Capital 0.06% New 838 $230K
RPS Advisory Solutions LLC 0.16% New 837 $230K
New Wave Wealth Advisors LLC 0.10% Add +41.9% 837 $230K
Olde Wealth Management, LLC 0.08% Reduce -0.2% 836 $229K
Golden Bell Financial Planning LLC 0.22% No change 831 $228K
Sebold Capital Management, Inc. 0.15% New 830 $228K
G2 Capital Management, LLC / Oh 0.07% No change 828 $227K
KM Capital Management Ltd. 0.12% Reduce -26.8% 826 $227K
Meridian Management Co. 0.07% Reduce -57.8% 823 $226K
Morey & Quinn Wealth Partners, LLC 0.19% New 822 $226K
Spectrum Investment Advisors, Inc. 0.15% Add +1.6% 821 $226K
Oak Family Advisors, LLC 0.09% No change 821 $226K
Hobart Private Capital, LLC 0.06% No change 819 $225K
Team Financial Group, LLC 0.13% New 819 $225K
Heritage Family Offices, LLP 0.11% Reduce -11.3% 817 $225K
Hibernia Wealth Partners, LLC 0.16% Reduce -4.2% 814 $224K
Two West Capital Advisors LLC 0.19% No change 852 $223K
Straight Path Wealth Management 0.09% New 807 $222K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +2.5% 807 $222K
Ade, LLC 0.13% Add +0.1% 805 $221K
Insight Wealth Strategies, LLC 0.03% Add +0.1% 805 $221K
DDD Partners, LLC 0.03% Reduce -0.7% 804 $221K
Ballew Advisors, Inc 0.15% New 844 $221K
Selway Asset Management 0.09% No change 800 $220K
Orrstown Financial Services Inc. 0.05% Reduce -5.9% 800 $220K
Joseph P. Lucia & Associates, LLC 0.10% Add +0.1% 800 $220K
Cohen Investment Advisors LLC 0.13% New 798 $219K
SkyView Investment Advisors, LLC 0.03% No change 795 $219K
Pin Oak Investment Advisors Inc. 0.17% No change 799 $218K
Spectrum Wealth Advisory Group, LLC 0.10% Reduce -5.7% 788 $217K
Monarch Capital Management Inc. 0.06% Add +1.6% 788 $217K
Guerra Pan Advisors, LLC 0.17% Reduce -1.9% 785 $216K
Gator Capital Management, LLC 0.08% No change 785 $216K
Bearing Point Capital, LLC 0.05% Reduce -3.7% 785 $216K
Red Spruce Capital, LLC 0.10% New 782 $215K
Sterling Investment Counsel, LLC 0.07% New 782 $215K
MRA Advisory Group 0.11% Reduce -0.3% 781 $215K
Spartan Planning & Wealth Management 0.21% Reduce -54.4% 780 $214K
Alterna Wealth Management, Inc. 0.16% No change 780 $214K
KilterHowling LLC 0.14% Reduce -4.6% 770 $214K
Consilio Wealth Advisors, LLC 0.09% Add +0.3% 779 $214K
Uncommon Cents Investing LLC 0.06% No change 778 $214K
CJM Wealth Advisers, Ltd. 0.08% No change 778 $214K
Colonial Trust Co / SC 0.03% No change 775 $213K
Home Federal Bank of Tennessee 0.06% No change 774 $213K
Community Trust & Investment Co. 0.01% No change 774 $213K
Halbert Hargrove Global Advisors, LLC 0.01% Add +17.7% 773 $213K
Country Trust Bank 0.01% No change 773 $212K
Wharton Business Group, LLC 0.01% No change 765 $210K
Evergreen Private Wealth LLC 0.10% Add +33.6% 764 $210K
BlackDiamond Wealth Management, LLC 0.14% New 754 $210K
Kickstand Ventures, Llc. 0.05% Reduce -7.7% 761 $209K
Excalibur Management Corp. 0.08% Add +0.3% 758 $208K
Missouri Trust & Investment Co 0.07% No change 758 $208K
Berkshire Asset Management LLC 0.01% No change 745 $207K
Watts Gwilliam & Co., LLC 0.04% No change 754 $207K
Williamson Legacy Group, LLC 0.20% No change 752 $207K
Brooklyn Investment Group 0.04% New 752 $207K
Sargent Investment Group, LLC 0.03% No change 750 $206K
Riggs Asset Managment Co. Inc. 0.06% Add +12.8% 747 $205K
Shearwater Capital LLC 0.14% No change 747 $205K
Mindset Wealth Management, LLC 0.08% Reduce -2.2% 746 $205K
Prosperitas Financial LLC 0.11% No change 745 $205K
Centric Wealth Management 0.05% New 743 $204K
Farmers National Bank 0.06% No change 742 $204K
SRH Advisors, LLC 0.06% Reduce -1.6% 741 $204K
Persium Advisors, LLC 0.19% No change 738 $203K
E&G Advisors, LLC 0.06% No change 736 $202K
Jackson Thornton Wealth Management, LLC 0.03% New 777 $201K
Ackerman Asset Management, LLC 0.18% — 731 $201K
Summit Place Financial Advisors, LLC 0.11% No change 730 $201K
Clifford Group, LLC 0.19% New 728 $200K
Financial Life Advisors 0.07% No change 728 $200K
Spectrum Financial Alliance Ltd LLC 0.07% No change 728 $200K
Lowe Wealth Advisors, LLC 0.08% No change 702 $193K
Frisco Financial Planning LLC 0.19% Add +0.1% 698 $192K
Transce3nd, LLC 0.09% Reduce -87.8% 734 $190K
Elequin Capital, LP 0.05% New 686 $189K
New Millennium Group LLC 0.12% Add +22500.0% 678 $186K
Rise Advisors, LLC 0.08% Reduce -0.8% 666 $183K
Copia Wealth Management 0.17% No change 653 $179K
4Thought Financial Group Inc. 0.11% Reduce -5.5% 641 $176K
NFSG Corp 0.04% Add +19.2% 634 $174K
Ssa Swiss Advisors AG 0.09% — 611 $168K
Luken Investment Analytics, LLC 0.08% No change 610 $168K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 607 $167K
Evolution Advisers, Inc. 0.09% Reduce -3.6% 33,784 $166K
Legacy Bridge, LLC 0.09% No change 600 $165K
Stephens Consulting, LLC 0.04% Add +0.8% 592 $163K
Wolff Wiese Magana LLC 0.11% Add +3.4% 584 $161K
Mowery & Schoenfeld Wealth Management, LLC 0.30% No change 562 $154K
Stuart Chaussee & Associates, Inc. 0.04% No change 556 $153K
Legacies Wealth LLC 0.11% No change 556 $153K
TOWER TRUST & INVESTMENT Co 0.12% — 552 $151K
Central Pacific Bank - Trust Division 0.02% Reduce -76.2% 546 $150K
First Financial Corp. 0.07% Reduce -1.6% 543 $149K
Pineridge Advisors LLC 0.06% Reduce -56.8% 534 $147K
Wellington Shields & Co., LLC 0.05% Reduce -15.9% 530 $146K
Tower View Wealth Management LLC 0.08% Add +0.4% 528 $145K
DHJJ Financial Advisors, Ltd. 0.06% Reduce -5.7% 514 $141K
one8zero8, LLC 0.03% Reduce -1.9% 505 $139K
Wellington Shields Capital Management, LLC 0.02% No change 500 $137K
Creekmur Asset Management LLC 0.03% Add +0.2% 480 $132K
Darwin Wealth Management, LLC 0.04% No change 452 $131K
Cheviot Value Management, LLC 0.02% New 458 $127K
Aventura Private Wealth, LLC 0.07% Add +6.3% 456 $125K
Sunbelt Securities, Inc. 0.01% Reduce -49.1% 434 $119K
Punch & Associates Investment Management, Inc. 0.01% Add +27.2% 412 $113K
Nalls Sherbakoff Group, LLC 0.09% — 412 $113K
Finley Financial, LLC 0.06% No change 405 $110K
Nkcfo LLC 0.05% No change 400 $110K
Provident Wealth Management, LLC 0.04% No change 400 $110K
Fortis Group Advisors, LLC 0.02% No change 389 $107K
WealthTrak Capital Management LLC 0.09% New 384 $106K
Financial Network Wealth Advisors LLC 0.14% New 378 $104K
Marquette Asset Management, LLC 0.02% No change 371 $102K
Strategic Investment Solutions, Inc. 0.03% Reduce -51.5% 368 $101K
CGC Financial Services, LLC 0.04% Add +0.6% 366 $100K
Investors Research Corp 0.02% Reduce -14.3% 364 $100K
Bay Harbor Wealth Management, LLC 0.03% No change 361 $99K
Noble Wealth Management PBC 0.07% Add +90.9% 357 $98K
Chesapeake Asset Management LLC 0.09% Reduce -44.7% 357 $98K
Winnacle Wealth LLC 0.09% No change 357 $98K
Rogco, LP 0.04% No change 355 $98K
Compass Wealth Management LLC 0.02% No change 350 $96K
Richards, Merrill & Peterson, Inc. 0.05% Add +6.5% 344 $94K
Bellwether Advisors, LLC 0.02% No change 342 $94K
Millstone Evans Group, LLC 0.06% Reduce -7.1% 340 $94K
Canton Hathaway, LLC 0.02% No change 340 $93K
Godsey & Gibb, Inc. 0.01% Add +343.4% 337 $93K
Horizon Investments, LLC 0.00% No change 336 $92K
von Borstel & Associates, Inc. 0.03% New 333 $91K
Pandora Wealth, Inc. 0.06% — 324 $89K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $88K
Ballast Advisors LLC 0.03% Add +4.0% 310 $85K
Bernard Wealth Management Corp. 0.04% Add +1.3% 308 $85K
Columbia River Financial Group, LLC 0.06% New 308 $84K
Ulland Investment Advisors, LLC 0.07% No change 298 $82K
Viewpoint Capital Management LLC 0.04% No change 295 $81K
Resources Management Corp. /CT/ 0.01% No change 295 $81K
Tradewinds Capital Management, LLC 0.02% Reduce -31.1% 284 $78K
Activest Wealth Management 0.02% No change 282 $78K
JDM Financial Group LLC 0.04% Reduce -20.2% 273 $75K
Whipplewood Advisors, LLC 0.04% Reduce -20.1% 211 $73K
Motco 0.01% No change 252 $69K
Gen-Wealth Partners Inc 0.03% Add +0.4% 250 $69K
Truvestments Capital LLC 0.01% Add +35.8% 239 $66K
Compass Financial Services Inc 0.03% New 230 $63K
2UniFi Bank 0.04% Reduce -2.8% 207 $61K
Westend Capital Management, LLC 0.02% No change 220 $60K
Ameritas Investment Partners, Inc. 0.00% Reduce -58.2% 219 $60K
Evelyn Partners Investment Management LLP 0.00% New 215 $59K
Graybill Wealth Management, LTD. 0.02% — 213 $59K
Towne Trust Company, N.A 0.02% No change 208 $57K
Physician Wealth Advisors, Inc. 0.01% Reduce -90.6% 201 $55K
Mascoma Wealth Management LLC 0.01% Reduce -56.5% 195 $54K
Flagship Wealth Advisors, LLC 0.02% No change 187 $51K
Arcadia Investment Management Corp. 0.01% No change 185 $51K
PSI Advisors, LLC 0.02% No change 180 $49K
3Chopt Investment Partners, LLC 0.01% New 179 $49K
Mb, Levis & Associates, LLC 0.02% Add +162.7% 176 $48K
Hamilton Point Investment Advisors, LLC 0.01% New 167 $46K
Friedenthal Financial 0.03% Add +20.3% 166 $46K
Inlight Wealth Management, LLC 0.03% New 162 $45K
Quantum Capital Management, LLC / NJ 0.00% Reduce -4.7% 161 $44K
New England Capital Financial Advisors LLC 0.02% No change 160 $44K
Wagner Wealth Management, LLC 0.01% Add +4.6% 160 $44K
Vision Financial Markets LLC 0.05% New 159 $44K
Marshall & Sterling Wealth Advisors Inc. 0.03% Add +259.1% 158 $43K
FSC Wealth Advisors, LLC 0.03% No change 155 $43K
FWL Investment Management, LLC 0.02% No change 153 $42K
Promus Capital, LLC 0.03% No change 150 $41K
Hartford Financial Management Inc. 0.01% No change 146 $40K
1620 Investment Advisors, Inc. 0.03% Reduce -19.4% 145 $40K
Knuff & Co LLC 0.01% New 135 $37K
Hexagon Capital Partners LLC 0.01% Add +32.7% 134 $37K
HFM Investment Advisors, LLC 0.02% — 134 $37K
Urban Financial Advisory Corp 0.02% No change 131 $36K
Luminist Capital LLC 0.04% No change 130 $36K
Binnacle Investments Inc 0.03% — 130 $36K
Mattson Financial Services, LLC 0.01% Reduce -14.7% 128 $35K
Duncker Streett & Co. Inc. 0.01% Reduce -23.0% 124 $34K
Colony Family Offices, LLC 0.01% No change 123 $34K
Citizens National Bank Trust Department 0.01% New 122 $34K
MeadowBrook Investment Advisors LLC 0.03% No change 115 $32K
Wells Financial Advisors INC 0.04% No change 112 $31K
Valley Wealth Managers, Inc. 0.00% No change 110 $30K
Raleigh Capital Management Inc. 0.01% Reduce -60.8% 100 $28K
Mountain Hill Investment Partners Corp. 0.03% No change 100 $27K
Capital A Wealth Management, LLC 0.03% Add +54.7% 99 $27K
Tower Research Capital LLC (TRC) 0.00% New 86 $26K
Wealth Preservation Advisors, LLC 0.02% — 95 $26K
MTM Investment Management, LLC 0.01% No change 93 $26K
Kozak & Associates, Inc. 0.01% No change 96 $25K
Clark Wealth Partners 0.02% Reduce -11.9% 89 $24K
Semmax Financial Advisors Inc. 0.01% Add +17.8% 86 $24K
Cordgrass Capital Advisors, LLC 0.01% No change 81 $22K
Bangor Savings Bank 0.00% No change 78 $21K
Pinney & Scofield, Inc. 0.02% Reduce -44.3% 78 $21K
Ramirez Asset Management, Inc. 0.00% No change 75 $21K
Broadwater Capital Management LLC 0.02% No change 72 $20K
WPG Advisers, LLC 0.02% No change 70 $19K
Barnes Dennig Private Wealth Management LLC 0.03% — 69 $19K
Cooksen Wealth, LLC 0.02% New 66 $17K
Fort Vancouver Investment Management, LLC 0.01% Add +1.7% 61 $17K
Innovative Advisory Group, LLC 0.02% Add +13.2% 60 $16K
City State Bank 0.01% Add +34.9% 58 $16K
SIMA Wealth Partners, LLC 0.01% No change 54 $15K
Hoey Investments, Inc. 0.00% No change 51 $14K
Clean Yield Group 0.00% Reduce -59.2% 51 $14K
Harris Associates (Oakmark Funds) 0.00% No change 50 $14K
Financial Gravity Asset Management, Inc. 0.00% — 42 $12K
PFS Partners, LLC 0.01% No change 42 $12K
Redmont Wealth Advisors LLC 0.02% New 41 $11K
WestEnd Advisors, LLC 0.00% Add +2.6% 40 $11K
WFA Asset Management Corp 0.01% New 42 $11K
Chelsea Counsel Co. 0.01% No change 36 $10K
Minot DeBlois Advisors LLC 0.01% Add +2.9% 36 $10K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 35 $9K
Wiser Advisor Group LLC 0.01% No change 34 $9K
Guardian Wealth Management, Inc. 0.01% Reduce -3.0% 32 $9K
PayPay Securities Corp 0.49% Reduce -11.4% 31 $9K
Eq Wealth Advisors, LLC 0.01% New 30 $8K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $6K
Bank & Trust Co 0.00% No change 21 $6K
TCTC Holdings, LLC 0.00% No change 20 $5K
Game Plan Financial Advisors, LLC 0.00% No change 17 $5K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Atticus Wealth Management, LLC 0.00% No change 14 $4K
Perritt Capital Management Inc 0.00% No change 12 $3K
Western Pacific Wealth Management, LP 0.00% No change 11 $3K
First Community Trust NA 0.00% Reduce -99.6% 9 $2K
Lord & Richards Wealth Management, LLC 0.00% New 7 $2K
Marshall Investment Management, LLC 0.00% New 6 $2K
Hughes Financial Services, LLC 0.00% New 4 $1K
Silicon Valley Capital Partners 0.00% Reduce -99.6% 1 $403

"% 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.