VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q2 2025 (June 30)
3,226holders +64
161new positions
88sold out
7famous investors
$224.73avg. 13F price*

At the end of Q2 2025, 3,226 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 64 from Q1 2025. 161 opened new positions and 88 sold out. The largest holders were Vanguard Group Inc. ($17.9B), Betterment LLC ($8.0B) and Wealthfront Advisers LLC ($5.2B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Mario Gabelli (0.2% of GAMCO Investors's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions161$307.5M
Exits88$981.1M

All 13F filers, Q1 2025 → Q2 2025: 174,298,408 shares bought and 13,757,797 shares sold, net +160,540,611 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,226 holders

Vanguard Group Inc. 0.29% Add +5.1% 58,768,332 $17.9B
Betterment LLC 17.02% Add +0.8% 26,303,687 $8.0B
Wealthfront Advisers LLC 13.46% Add +7.7% 17,195,561 $5.2B
Morgan Stanley 0.27% Add +1.7% 13,620,314 $4.1B
LPL Financial LLC 1.37% Add +4.0% 13,517,198 $4.1B
Bank of America Corp. 0.33% Add +2.4% 13,496,400 $4.1B
WealthNavi Inc. 37.81% Add +7.8% 12,352,859 $3.8B
Northern Trust Corp. 0.40% Reduce -1.3% 9,634,009 $2.9B
Allworth Financial LP 12.16% Add +1.9% 8,339,758 $2.5B
HB Wealth Management, LLC 18.89% Reduce -8.2% 7,767,509 $2.4B
Creative Planning 1.65% Reduce -2.9% 6,351,163 $1.9B
Ballentine Partners, LLC 27.36% Add +2.0% 5,974,816 $1.8B
Envestnet Asset Management Inc. 0.53% Reduce -1.9% 5,922,093 $1.8B
Wells Fargo & Company 0.38% Reduce -3.5% 5,677,559 $1.7B
JPMorgan Chase & Co. 0.11% Add +18.4% 5,237,643 $1.6B
Forvis Mazars Wealth Advisors, LLC 30.34% Add +3.8% 4,627,426 $1.4B
UBS Group AG 0.27% Add +0.2% 4,170,667 $1.3B
Nissay Asset Management Corp. /Japan 7.02% No change 3,944,205 $1.2B
Sequoia Financial Advisors, LLC 7.41% Add +2.8% 3,555,236 $1.1B
State of New Jersey Common Pension Fund D 4.14% Add +105.0% 3,514,970 $1.1B
Raymond James Financial Inc. 0.32% Reduce -3.3% 3,042,106 $924.6M
Royal Bank of Canada 0.17% Reduce -32.9% 2,932,748 $891.4M
Cetera Investment Advisers 1.49% Add +25.6% 2,900,529 $881.6M
SCS Capital Management LLC 9.13% Add +5.5% 2,709,460 $823.8M
National Mutual Insurance Federation of Agricultural Cooperatives 6.61% No change 2,686,800 $816.6M
PNC Financial Services Group, Inc. 0.50% Add +0.0% 2,549,479 $774.9M
Commonwealth Equity Services, LLC 0.98% Reduce -4.5% 2,446,455 $743.6M
Goldman Sachs Group Inc. 0.11% Reduce -0.6% 2,328,192 $707.6M
Ameriprise Financial Inc. 0.17% Reduce -7.4% 2,261,816 $687.7M
US Bancorp \de 0.82% Reduce -3.3% 2,144,830 $651.9M
Bank of New York Mellon Corp 0.12% Reduce -1.1% 2,134,175 $648.6M
Cambridge Investment Research Advisors, Inc. 1.89% Add +1.6% 2,040,362 $620.1M
Wealthspire Advisors, LLC 3.37% Reduce -13.0% 1,972,304 $599.4M
Facet Wealth, Inc. 13.39% Add +6.3% 1,895,368 $589.3M
Brown Advisory Inc. 0.76% Add +0.8% 1,895,444 $576.1M
Mariner, LLC 0.78% Add +8.7% 1,774,182 $539.2M
HighTower Advisors, LLC 0.65% Add +6.1% 1,717,728 $522.1M
Cerity Partners LLC 0.91% Add +2.5% 1,671,202 $508.0M
State of Tennessee, Department of Treasury 1.80% Reduce -0.4% 1,654,571 $502.9M
Summit Financial, LLC 11.37% Add +8.6% 1,648,443 $502.5M
Savant Capital, LLC 3.55% Add +12.3% 1,627,351 $494.6M
Empower Advisory Group, LLC 1.46% Add +3.0% 1,599,221 $486.1M
Osaic Holdings, Inc. 0.80% Reduce -10.5% 1,483,452 $450.9M
Patriot Investment Management Group, Inc. 30.72% Add +1.1% 1,460,097 $443.8M
Focus Partners Wealth 0.95% Add +28.8% 1,446,595 $439.7M
Foster Group, Inc. 13.78% Add +3.9% 1,324,199 $402.5M
Ritholtz Wealth Management 8.79% Add +23.1% 1,310,049 $398.2M
CW Advisors, LLC 3.83% Add +1845.9% 1,301,321 $395.5M
Vestmark Advisory Solutions, Inc. 5.59% Add +117.2% 1,273,766 $387.1M
FMR LLC 0.02% Add +4.1% 1,227,570 $373.1M
Truepoint, Inc. 9.21% Reduce -1.1% 1,217,272 $370.0M
Sageworth Trust Co 20.30% Add +2.4% 1,206,128 $366.6M
Prime Capital Investment Advisors, LLC 4.82% Reduce -4.3% 1,192,935 $362.6M
Wealthcare Capital Management LLC 37.99% Reduce -4.1% 1,182,371 $359.4M
Corient Private Wealth LP 0.48% Add +3.9% 1,176,951 $357.7M
Private Advisor Group, LLC 1.91% Add +4.5% 1,165,863 $354.3M
Vista Capital Partners, Inc. 37.08% Reduce -1.5% 1,114,265 $338.7M
Wealth Enhancement Advisory Services, LLC 0.55% Add +0.7% 1,078,645 $332.3M
Assetmark, Inc. 0.76% Add +265.2% 1,059,390 $322.0M
Symetra Investment Management Co 82.96% Add +10.0% 1,042,140 $316.7M
Novo Holdings A/S 22.28% No change 1,038,550 $315.6M
Capstone Financial Advisors, Inc. 16.62% Reduce -1.9% 942,276 $286.4M
Northwestern Mutual Wealth Management Co. 0.20% Add +3.4% 917,699 $278.9M
Bank of Montreal 0.14% Add +1.5% 910,754 $276.8M
First Business Financial Services, Inc. 24.72% Reduce -0.0% 902,062 $274.2M
Gibson Capital, LLC 53.00% Reduce -0.6% 883,252 $268.4M
NorthCoast Asset Management LLC 1.14% Reduce -2.8% 877,260 $266.9M
Oxford Financial Group, LTD. LLC 15.73% Add +7.9% 871,095 $264.8M
Moss Adams Wealth Advisors LLC 24.04% Add +5.4% 869,024 $264.7M
Elm Partners Management LLC 14.89% Add +108.2% 844,068 $256.5M
Lincoln National Corp. 7.70% Add +1.5% 834,850 $253.7M
Citigroup Inc. 0.18% Add +0.2% 832,914 $253.1M
Tiaa Trust, National Association 0.65% Reduce -8.7% 818,117 $248.7M
Plancorp, LLC 8.55% Add +36.5% 811,834 $246.7M
Cresset Asset Management, LLC 1.20% Reduce -7.2% 788,258 $240.3M
Baird Financial Group, Inc. 0.42% Add +3.7% 787,131 $239.2M
Provida Pension Fund Administrator 4.31% Add +27.3% 783,348 $238.2M
Verus Financial Partners, Inc. 23.84% Add +2.0% 760,857 $234.0M
Hardy Reed LLC 18.60% Reduce -1.4% 763,615 $232.1M
Pathstone Holdings, LLC 0.91% Add +12.0% 758,593 $230.7M
Rebalance, LLC 15.37% Add +13.0% 744,523 $226.3M
Ieq Capital, LLC 1.37% Add +8.9% 736,279 $223.8M
Tidal Investments LLC 1.46% Reduce -1.0% 735,324 $223.5M
Investure, LLC 16.83% Reduce -8.1% 726,409 $220.8M
Truist Financial Corp. 0.32% Add +5.5% 722,572 $219.6M
Stephens Inc. 2.98% Reduce -12.9% 711,937 $216.4M
Stifel Financial Corp. 0.21% Add +1.2% 697,285 $211.9M
Captrust Financial Advisors 0.47% Add +4.0% 693,095 $210.7M
Cabot-Wellington, LLC 71.12% Reduce -2.8% 679,335 $206.5M
Boston Standard Wealth Management, LLC 37.06% Add +5.3% 676,828 $205.7M
AQR Capital Management 0.17% Add +9.6% 669,343 $203.4M
N.E.W. Advisory Services LLC 19.18% Reduce -13.8% 650,245 $197.6M
Agf Management Ltd. 0.89% Add +0.1% 641,572 $195.1M
Trilogy Capital Inc. 9.49% Add +6.0% 641,878 $195.1M
Cambridge Associates LLC /Ma/ 4.29% Add +14.0% 640,269 $194.7M
Rockefeller Capital Management L.P. 0.42% Add +2.0% 626,551 $191.6M
SBI Securities Co., Ltd. 5.46% Reduce -2.5% 624,292 $189.7M
Allen Investment Management, LLC 2.01% Add +0.0% 605,721 $184.1M
Focus Partners Advisor Solutions, LLC 2.43% Add +40.8% 600,329 $182.5M
Evoke Wealth, LLC 4.14% Add +2.7% 578,592 $176.4M
Envestnet Portfolio Solutions, Inc. 0.65% Reduce -8.7% 579,864 $176.2M
PrairieView Partners, LLC 16.84% Add +1.2% 572,751 $174.1M
Kestra Advisory Services, LLC 0.85% Add +8.0% 572,106 $173.9M
Sendero Wealth Management, LLC 21.63% Reduce -1.5% 570,320 $173.3M
Tanglewood Wealth Management, Inc. 16.94% Add +20.1% 565,435 $171.9M
D.A. Davidson & Co. 1.18% Reduce -0.9% 552,652 $168.0M
Cardinal Point Capital Management ULC 13.26% Add +3.0% 549,135 $167.4M
Zhang Financial LLC 7.66% Add +11.8% 546,016 $166.0M
Chai Trust Co. LLC 9.98% Add +0.5% 536,415 $163.0M
Sei Investments Co. 0.19% Add +26.3% 525,961 $159.9M
Beacon Investment Advisory Services, Inc. 7.01% Add +13.1% 522,564 $158.8M
VestGen Advisors, LLC 6.30% Reduce -1.9% 515,746 $158.1M
Legacy Private Trust Co. 10.21% Reduce -5.0% 519,823 $158.0M
Glenmede Investment Management, LP 0.80% — 519,654 $157.9M
Compass Ion Advisors, LLC 17.00% Add +1.5% 516,982 $157.1M
Cardiff Park Advisors, LLC 13.41% Add +2.5% 510,573 $155.2M
AlTi Global, Inc. 3.88% Reduce -4.6% 507,363 $154.7M
Moneta Group Investment Advisors LLC 1.82% Add +4.0% 503,853 $153.1M
Parkwood LLC 13.96% Add +47.5% 499,650 $151.9M
Alps Advisors Inc. 0.87% Add +12.7% 498,522 $151.5M
Two Sigma Investments, LP 0.28% Reduce -24.9% 498,445 $151.5M
Oakwell Private Wealth Management, LLC 34.64% Add +12.0% 494,910 $150.4M
Orion Porfolio Solutions, LLC 1.28% Reduce -6.1% 493,495 $150.0M
Jones Financial Companies LLLP 0.11% Add +18.2% 494,365 $150.0M
RW Investment Management LLC 16.71% Add +2.7% 493,315 $149.9M
Joel Isaacson & Co., LLC 5.95% Add +1.6% 481,349 $146.3M
MML Investors Services, LLC 0.42% Add +7.8% 475,303 $144.5M
West Virginia University Foundation, Inc 43.05% Add +2.7% 469,601 $142.7M
CoreCap Advisors, LLC 5.71% Add +4.6% 466,285 $141.7M
Beacon Wealthcare LLC 53.30% Add +0.5% 464,992 $141.3M
Towneley Capital Management, Inc / DE 32.35% Add +0.8% 464,005 $141.0M
Topsail Wealth Management, LLC 24.72% Add +1.7% 443,518 $135.2M
Diversified Portfolios, Inc. 12.84% Add +2.1% 442,791 $134.6M
First National Bank & Trust Co. of Newtown 26.36% Add +0.6% 433,204 $131.7M
Apella Capital, LLC 3.56% Add +8.6% 430,143 $131.5M
Lido Advisors, LLC 0.68% Add +6.3% 419,105 $127.8M
Gleason Group, Inc. 13.56% Add +50.6% 411,678 $125.1M
BlackRock, Inc. 0.00% Add +315.4% 403,512 $122.6M
Lhm, Inc. 40.52% Reduce -3.2% 401,138 $122.3M
Wilmington Savings Fund Society, FSB 2.17% Reduce -7.5% 401,550 $122.0M
Sage Mountain Advisors LLC 7.92% Add +0.7% 400,314 $121.7M
Roble, Belko & Company, Inc 17.53% Add +2.8% 396,426 $120.5M
NewEdge Advisors, LLC 0.62% Add +11.9% 396,009 $120.4M
D'Orazio & Associates, Inc. 16.92% Add +8.6% 394,470 $119.9M
Revolve Wealth Partners, LLC 15.59% Add +5.3% 392,681 $119.3M
Financial Engines Advisors L.L.C. 0.23% Add +14.0% 384,113 $116.7M
Efficient Advisors, LLC 6.95% Add +3.9% 383,864 $116.7M
Avalon Advisory Group 50.00% Add +1.0% 382,988 $116.4M
NewSquare Capital LLC 8.59% Add +5.3% 388,544 $115.5M
CIBC Private Wealth Group LLC 0.21% Add +4.3% 377,823 $114.8M
Astoria Strategic Wealth, Inc. 30.97% Add +0.0% 377,137 $114.6M
Wealthcare Advisory Partners LLC 2.61% Add +1.5% 376,386 $114.4M
Merit Financial Group, LLC 1.26% Add +8.8% 370,968 $112.7M
Wedmont Private Capital 4.81% Add +10.0% 366,364 $112.7M
Equitable Holdings, Inc. 0.90% Add +6.8% 360,398 $109.5M
TruWealth Advisors, LLC 6.00% Reduce -25.2% 358,472 $109.0M
Pinnacle Associates Ltd. 1.57% Add +52.5% 357,860 $108.8M
Zions Bancorporation, National Association 5.81% Add +0.1% 356,258 $108.3M
MAI Capital Management 0.75% Reduce -1.1% 355,582 $108.1M
Heck Capital Advisors, LLC 9.23% Add +26.7% 352,471 $107.3M
Landaas & Co. /Wi 25.60% Reduce -3.4% 352,696 $107.2M
Cliffwater LLC 21.89% Reduce -0.1% 350,195 $106.4M
Seaside Wealth Management, Inc. 33.52% Add +1.9% 346,641 $105.4M
Bell Bank 4.90% Add +118.1% 346,034 $105.2M
Rainwater Charitable Foundation 61.93% Add +4.6% 345,029 $104.9M
GeoWealth Management, LLC 4.07% Add +10.1% 343,264 $104.3M
Global Endowment Management, LP 13.80% Reduce -13.3% 340,983 $103.6M
HRT Financial LP 0.44% Reduce -2.0% 330,267 $100.4M
CENTRAL TRUST Co 2.31% Reduce -0.1% 329,201 $100.1M
Mission Wealth Management, LP 2.17% Reduce -1.3% 327,929 $99.7M
Stuart Investment Advisors, Inc. 51.00% Add +1.6% 327,890 $99.7M
Omnia Family Wealth, LLC 35.99% Add +2.6% 325,915 $99.4M
Kinsale Capital Group, Inc. 20.37% No change 326,312 $99.2M
Bank of Hawaii 5.21% Reduce -8.0% 325,119 $98.8M
Beacon Pointe Advisors, LLC 1.02% Add +1.9% 321,965 $97.9M
Segment Wealth Management, LLC 6.15% Reduce -0.7% 318,896 $96.9M
Laird Norton Wetherby Wealth Management, LLC 4.29% — 316,707 $96.3M
Regions Financial Corp. 0.66% Add +3.0% 316,007 $96.0M
GM Advisory Group, LLC 4.72% Add +5.1% 314,323 $95.5M
SAM Advisors, LLC 32.69% Add +3.0% 310,934 $94.5M
Yarbrough Capital, LLC 3.37% No change 310,912 $94.5M
Busey Bank 2.88% Add +4856.1% 310,500 $94.4M
HUB Investment Partners, LLC 3.29% Add +1.6% 310,090 $94.2M
BIP Wealth, LLC 5.77% Add +5.5% 308,345 $93.7M
Golden Reserve Retirement LLC 29.62% Add +11.6% 303,898 $92.3M
Comerica Bank 0.36% Add +5.1% 303,022 $92.1M
Fifth Third Bancorp 0.32% Reduce -7.4% 302,657 $92.0M
Briaud Financial Planning Inc 36.21% Reduce -1.4% 302,127 $91.8M
Quantinno Capital Management LP 0.39% Add +41.0% 297,167 $90.3M
Modern Wealth Management, LLC 2.21% Add +3.1% 295,061 $89.7M
GP Brinson Investments LLC 38.11% Reduce -0.7% 294,073 $89.4M
AEGON USA Investment Management, LLC 90.42% Reduce -2.2% 293,601 $89.2M
Composition Wealth, LLC 1.49% Add +3.9% 292,178 $88.8M
Avantax Advisory Services, Inc. 0.47% Add +5.6% 282,434 $85.8M
Bessemer Group Inc. 0.14% Add +19.7% 281,812 $85.7M
Evensky & Katz LLC 5.23% Add +37.1% 281,785 $85.6M
Stash Investments, LLC 40.32% Add +4.5% 279,629 $85.0M
Brighton Jones LLC 2.29% Reduce -1.4% 278,465 $84.6M
AMG National Trust Bank 2.20% Add +0.2% 275,620 $83.8M
Waverly Advisors, LLC 0.91% Add +2.2% 273,493 $83.1M
KMT Wealth Management, LLC 48.87% Add +13.4% 272,445 $82.8M
Blair William & Co. 0.23% Add +2.2% 270,338 $82.2M
GSG Advisors LLC 23.67% Add +0.4% 268,628 $81.6M
Becker Capital Management Inc. 2.52% Reduce -2.7% 265,307 $80.9M
Circle Wealth Management, LLC 1.76% Reduce -4.7% 260,936 $79.3M
Litman Gregory Wealth Management LLC 6.24% Add +22.2% 260,919 $79.3M
AllGen Financial Advisors, Inc. 21.20% Add +54.5% 259,640 $78.9M
SYM FINANCIAL Corp 8.80% Add +1.5% 258,733 $78.6M
Cherrydale Wealth Management, LLC 27.32% Add +5.5% 258,302 $78.5M
Victory Capital Management Inc. 0.05% Add +85.3% 258,252 $78.5M
Country Club Bank 4.88% Add +2.1% 256,039 $77.7M
TD Capital Management LLC 7.32% Reduce -1.6% 255,171 $77.6M
Shade Tree Advisors LLC 67.67% Add +8.6% 254,614 $77.4M
Luminvest Wealth Management LLC 27.61% Add +0.8% 252,398 $77.0M
Garde Capital, Inc. 4.11% Add +0.0% 252,636 $76.8M
Nadler Financial Group, Inc. 7.65% Reduce -5.4% 245,980 $74.8M
Hassell Wealth Management, LLC 27.07% Add +3.8% 237,131 $74.1M
University of Massachusetts Foundation, Inc. 37.15% No change 242,779 $73.8M
MorganRosel Wealth Management, LLC 19.77% Add +4.6% 238,298 $72.4M
Alliancebernstein L.P. 0.02% Add +17.5% 238,003 $72.3M
Commerce Bank 0.43% Add +17.1% 237,791 $72.3M
Haverford Trust Co 0.68% Add +0.3% 236,941 $72.0M
Prospera Capital Management, LLC 39.34% Add +4.0% 233,128 $71.1M
Morningstar Investment Management LLC 6.24% Add +4.3% 233,826 $71.1M
Jaffetilchin Investment Partners, LLC 4.63% Add +2.7% 233,030 $70.8M
St. Louis Trust Co 9.41% Reduce -0.1% 232,487 $70.7M
Baker Ellis Asset Management LLC 9.66% Reduce -2.7% 231,655 $70.4M
Northstar Group, Inc. 11.35% Add +3.8% 230,788 $70.1M
Twin Focus Capital Partners, LLC 9.80% Reduce -0.6% 230,270 $70.0M
Baker Avenue Asset Management, LP 1.97% Add +3.0% 227,404 $69.1M
Operose Advisors LLC 19.14% Add +1.4% 223,267 $67.9M
Stratos Wealth Partners, LTD. 0.92% Add +1.4% 221,449 $67.3M
Abacus Planning Group, Inc. 10.00% Add +1.5% 221,109 $67.2M
Hirtle & Co., LLC 2.85% Add +1.9% 220,885 $67.1M
KCM Investment Advisors LLC 2.26% Reduce -0.7% 220,458 $67.0M
ETF Portfolio Partners, Inc. 18.50% Add +1.6% 219,671 $66.8M
Janney Montgomery Scott LLC 0.17% Reduce -1.1% 217,627 $66.1M
First Bank & Trust 11.66% Reduce -0.7% 214,991 $65.3M
Independent Order of Foresters 41.71% No change 213,865 $65.0M
Taiyo Life Insurance Co. 6.04% Reduce -48.4% 211,800 $64.4M
Constellation Investments, Inc. 2.97% No change 211,000 $64.1M
Ellevest, Inc. 10.20% Reduce -83.8% 210,393 $63.9M
Tanager Wealth Management LLP 7.50% Reduce -3.2% 209,124 $63.6M
Beacon Capital Management, LLC 8.54% Reduce -8.8% 208,190 $63.3M
EP Wealth Advisors, LLC 0.42% Add +6.5% 207,993 $63.2M
Everhart Financial Group, Inc. 7.29% Reduce -2.8% 207,589 $63.1M
Prentice Wealth Management LLC 16.44% Add +4.6% 205,908 $62.6M
Park Avenue Securities LLC 0.57% Add +0.9% 204,663 $62.2M
Choreo, LLC 0.87% Reduce -1.1% 203,662 $62.1M
Unconventional Investor, LLC 34.31% Reduce -2.0% 204,206 $62.1M
Bailard, Inc. 1.44% Reduce -5.1% 202,693 $61.6M
Cedar Wealth Management, LLC 20.70% No change 201,071 $61.1M
WBH Advisory Inc. 5.15% Add +2.3% 198,845 $60.4M
Integrated Wealth Concepts LLC 0.60% Add +6.3% 195,750 $59.5M
Libra Wealth LLC 19.45% Reduce -2.8% 195,687 $59.5M
Wellspring Financial Advisors, LLC 5.26% Add +0.0% 6,180,604 $59.1M
Steward Partners Investment Advisory, LLC 0.46% Add +9.0% 194,046 $59.0M
Winthrop Advisory Group LLC 5.65% Add +14.1% 192,218 $58.6M
Bridgewater Advisors Inc. 4.45% Add +2.6% 187,164 $58.5M
Howe & Rusling Inc. 4.24% Add +17.1% 188,957 $57.4M
Quaker Wealth Management, LLC 19.11% — 187,750 $57.1M
Hanover Advisors Inc. 23.26% Reduce -9.0% 187,665 $57.0M
Robertson Stephens Wealth Management, LLC 1.97% Add +27.6% 186,179 $56.7M
Smith, Moore & Co. 4.75% Reduce -2.0% 186,334 $56.6M
Main Street Financial Solutions, LLC 4.08% Reduce -4.0% 185,069 $56.2M
Affiance Financial, LLC 11.40% Add +10.8% 184,563 $56.1M
Battery Global Advisors, LLC 27.64% Add +9.1% 183,942 $56.1M
Clarius Group, LLC 3.27% Reduce -9.7% 184,420 $56.1M
North Star Asset Management Inc. 2.35% Add +3.9% 183,063 $55.6M
Arlington Trust Co LLC 10.85% Add +3.6% 182,914 $55.6M
OneDigital Investment Advisors LLC 0.61% Reduce -0.4% 180,110 $54.7M
Magnolia Wealth Management, LLC 35.67% Add +1.7% 180,021 $54.7M
Axos Invest Inc. 41.30% Reduce -4.9% 179,980 $54.7M
Asset Allocation & Management Company, LLC 25.34% Reduce -0.7% 178,507 $54.3M
Modera Wealth Management, LLC 0.67% Reduce -2.1% 177,419 $53.9M
Proffitt & Goodson Inc. 8.15% Add +0.9% 176,014 $53.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.89% Add +86.9% 175,403 $53.3M
Johnson Financial Group, LLC 5.04% Reduce -2.3% 175,016 $53.2M
Kearns & Associates LLC 30.29% Add +6.2% 173,841 $52.8M
Pinnacle Wealth Management Advisory Group, LLC 4.37% Add +48.4% 173,222 $52.6M
Greenline Partners, LLC 7.08% Add +48704.5% 172,768 $52.5M
Manske Wealth Management 17.34% Add +25.3% 172,403 $52.4M
WealthPlan Investment Management, LLC 3.79% Add +17.1% 171,307 $52.1M
Obsido Oy 38.82% Add +5.0% 168,302 $51.2M
Tumwater Wealth Management, LLC 23.53% Add +5.1% 166,629 $50.6M
Wooster Corthell Wealth Management, Inc. 9.35% Reduce -0.7% 166,089 $50.5M
Nicholas Hoffman & Company, LLC. 1.29% Add +0.4% 164,868 $50.1M
Ashford Advisors, LLC 11.60% Add +0.1% 164,727 $50.1M
Invst, LLC 6.20% Reduce -5.4% 163,812 $49.8M
Bartlett & Co. Wealth Management LLC 0.69% Add +6.8% 161,794 $49.3M
JMG Financial Group, Ltd. 1.49% Add +2.4% 162,125 $49.3M
Raffa Wealth Management, LLC 9.77% Add +7.0% 160,763 $48.9M
Flputnam Investment Management Co. 0.83% Add +1.7% 159,781 $48.6M
Bison Wealth, LLC 3.84% Add +2.9% 159,689 $48.6M
Evanson Asset Management, LLC 3.01% Reduce -0.3% 159,466 $48.5M
Wood Tarver Financial Group, LLC 14.56% Reduce -0.9% 159,210 $48.4M
Smith & Howard Wealth Management, LLC 12.23% Reduce -1.8% 158,676 $48.2M
BostonPremier Wealth LLC 26.67% Add +1.8% 158,233 $48.1M
Opus Investment Management Inc. 31.75% Add +25.7% 157,154 $47.8M
Laird Norton Wetherby Trust Company, LLC 6.54% No change 156,151 $47.6M
Rosenberg Matthew Hamilton 11.05% Add +3.8% 156,264 $47.5M
IFG Advisory, LLC 2.38% Reduce -1.5% 156,050 $47.4M
Pennington Partners & Co., LLC 25.28% Reduce -3.3% 154,643 $47.1M
Family CFO Inc 23.42% Add +1.4% 153,825 $46.8M
Linscomb Wealth, Inc. 2.13% Reduce -3.6% 152,708 $46.4M
White Wing Wealth Management 31.43% Add +0.9% 152,601 $46.4M
Hemington Wealth Management 6.65% Reduce -5.4% 151,126 $45.9M
Wrenne Financial Planning LLC 21.44% Reduce -1.9% 150,815 $45.8M
Parallel Advisors, LLC 0.91% Add +0.5% 150,437 $45.7M
Rwa Wealth Partners, LLC 0.57% Reduce -2.5% 150,326 $45.7M
Principal Financial Group Inc. 0.02% Reduce -2.3% 150,251 $45.7M
Cypress Capital, LLC 13.18% Reduce -0.7% 149,324 $45.4M
Altus Wealth Management, LLC 21.72% Reduce -1.3% 149,301 $45.4M
Concurrent Investment Advisors, LLC 0.87% Add +13.3% 147,406 $44.8M
Level Wealth Management LLC 26.04% Reduce -18.9% 147,352 $44.8M
jvl associates llc 16.05% Add +12.0% 147,018 $44.7M
Bordeaux Wealth Advisors LLC 5.72% Reduce -2.7% 146,892 $44.6M
Principal Securities, Inc. 0.83% Add +15.6% 145,769 $44.3M
Cwm, LLC 0.16% Add +1.1% 145,399 $44.2M
Baron Silver Stevens Financial Advisors, LLC 7.07% Add +0.7% 145,235 $44.1M
Susquehanna International Group, LLP 0.07% Add +27.6% 144,800 $44.0M
Balentine LLC 1.70% Reduce -3.5% 143,932 $43.7M
Independent Financial Group, LLC 1.20% Add +7.8% 143,696 $43.7M
Pure Financial Advisors, LLC 0.77% Add +25.8% 142,991 $43.5M
FRG Family Wealth Advisors LLC 7.55% Reduce -0.1% 142,950 $43.4M
North Star Investment Management Corp. 3.03% Reduce -2.8% 142,721 $43.4M
Equita Financial Network, Inc. 17.05% Reduce -1.3% 140,976 $42.8M
Red Wave Investments LLC 13.98% Reduce -4.5% 139,901 $42.5M
Pacific Center for Financial Services 11.52% Reduce -0.3% 139,683 $42.5M
Clearstead Advisors, LLC 0.59% Add +0.1% 139,250 $42.3M
Tide Cove Capital Partners LLC 33.49% Add +1.2% 134,865 $42.3M
Tennessee Valley Asset Management Partners 10.71% Reduce -8.5% 138,803 $42.2M
Seeds Investor LLC 9.86% Add +1.5% 138,179 $42.0M
Karpus Management, Inc. 1.35% Reduce -2.9% 137,997 $41.9M
Arax Advisory Partners 1.93% Add +11.6% 83,473 $41.9M
REAP Financial Group, LLC 9.82% Reduce -1.9% 137,608 $41.8M
Flagship Harbor Advisors, LLC 1.97% Reduce -2.1% 137,163 $41.7M
Prudent Man Advisors, LLC 13.23% Reduce -18.5% 136,825 $41.6M
National Philanthropic Trust 0.55% Reduce -18.1% 135,928 $41.3M
First Western Trust Bank 1.84% Reduce -0.0% 134,895 $41.0M
VERITY Wealth Advisors 27.07% Reduce -0.9% 132,616 $40.3M
O'Brien Wealth Partners LLC 6.32% Reduce -1.8% 132,437 $40.3M
Allegiance Financial Group Advisory Services LLC 10.59% Add +7.2% 131,208 $40.0M
Telos Capital Management, Inc. 4.06% Add +4.8% 131,309 $39.9M
Foundations Investment Advisors, LLC 0.63% Add +30.4% 131,132 $39.9M
Gibson Wealth Advisors LLC 29.49% Reduce -5.0% 130,441 $39.6M
OLIO Financial Planning 12.45% Reduce -3.7% 129,912 $39.5M
Brookwood Investment Group LLC 6.34% Add +1.4% 129,434 $39.3M
Diversified Trust Co. 0.87% Add +1.9% 128,558 $39.1M
BCM Advisors, LLC 8.23% Add +1.7% 123,593 $38.6M
Advisory Services Network, LLC 0.62% Add +49.2% 124,123 $38.6M
Capitol Family Office, Inc. 50.24% Add +0.5% 126,759 $38.5M
Summit Trail Advisors, LLC 0.66% New 125,692 $38.3M
Valmark Advisers, Inc. 0.53% Add +8.0% 125,185 $38.0M
Annex Advisory Services, LLC 0.92% Reduce -1.4% 125,182 $38.0M
Breed's Hill Capital LLC 18.31% Reduce -0.4% 125,136 $38.0M
Atria Wealth Solutions, Inc. 0.86% Reduce -34.1% 124,227 $38.0M
CGN Advisors LLC 3.38% Reduce -2.4% 124,366 $37.8M
Wick Capital Partners, LLC 9.78% Reduce -44.7% 65,464 $37.6M
Synovus Financial Corp. 0.46% Add +602.8% 123,656 $37.6M
GenTrust, LLC 1.77% Add +12.4% 122,865 $37.5M
New England Private Wealth Advisors LLC 5.44% Reduce -1.0% 119,225 $37.2M
NewEdge Wealth, LLC 0.58% Add +15.6% 119,670 $37.2M
Sanctuary Advisors, LLC 0.23% Reduce -28.0% 121,991 $37.1M
First PREMIER Bank 8.95% Reduce -0.5% 121,647 $37.0M
Liberty Capital Management, Inc. 7.45% Add +5.4% 121,511 $36.9M
Cozad Asset Management Inc. 3.20% Add +3.0% 120,505 $36.6M
Caliber Wealth Management, LLC / KS 3.93% Reduce -9.3% 120,319 $36.6M
Brooklyn FI, LLC 9.37% Add +6.5% 120,279 $36.6M
Breakwater Investment Management 14.14% Reduce -0.6% 120,263 $36.6M
J.W. Cole Advisors, Inc. 0.78% Add +73.5% 119,962 $36.5M
United Capital Financial Advisors, LLC 0.29% Reduce -6.7% 119,548 $36.3M
Scissortail Wealth Management, LLC 8.63% Add +1.7% 118,213 $35.9M
Perigon Wealth Management, LLC 0.84% Add +1.5% 117,674 $35.8M
B&D White Capital Company, LLC 5.42% New 117,150 $35.6M
Roger Wittlin Investment Advisory, LLC 19.80% Reduce -0.6% 116,863 $35.5M
Compass Financial Group, INC 5.79% Reduce -2.0% 116,166 $35.3M
Morling Financial Advisors, LLC 11.51% Add +2.8% 115,547 $35.1M
Atria Investments, Inc 0.41% Add +9.4% 115,285 $35.0M
Penney Financial, LLC 17.78% Reduce -3.0% 115,101 $35.0M
Coldstream Capital Management Inc. 0.57% Add +3.8% 115,028 $35.0M
Bfsg, LLC 3.90% Add +2.9% 114,807 $34.9M
Keystone Financial Group 3.16% Add +6.3% 114,747 $34.9M
Weinberger Asset Management, Inc 13.46% Add +0.2% 114,720 $34.9M
Fifth Third Securities, Inc. 2.61% Add +2.2% 114,249 $34.7M
Sterling Wealth Management, Inc. 11.73% — 113,268 $34.4M
My Personal CFO, LLC 15.63% Add +3.3% 113,104 $34.4M
Nuveen, LLC 0.01% Add +21.7% 112,200 $34.1M
M&T Bank Corp 0.12% Reduce -1.6% 111,681 $33.9M
Leonard Rickey Investment Advisors P.L.L.C. 6.74% Reduce -0.5% 111,088 $33.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.66% Reduce -0.8% 110,943 $33.7M
Pine Ridge Advisers LLC 2.13% Add +89.1% 109,999 $33.4M
Chandler Asset Management, Inc. 5.93% Reduce -0.6% 109,875 $33.4M
Beacon Financial Strategies CORP 20.97% Add +2.7% 109,802 $33.4M
Manuka Financial, LLC 18.01% Add +9.7% 108,691 $33.0M
Roundview Capital LLC 2.21% Reduce -0.8% 108,673 $33.0M
Dynasty Wealth Management, LLC 0.56% New 108,269 $32.9M
Northeast Financial Consultants Inc 1.34% Reduce -0.1% 107,643 $32.7M
Smithfield Trust Co 1.54% Reduce -0.0% 107,511 $32.7M
BBR Partners, LLC 2.02% Add +18.7% 106,688 $32.4M
One Degree Advisors Inc 11.53% Reduce -9.5% 106,571 $32.4M
Graypoint LLC 1.82% Add +0.5% 106,440 $32.4M
Cary Street Partners Financial LLC 0.91% Reduce -0.1% 106,081 $32.2M
David Kennon Inc 12.00% Reduce -1.6% 105,684 $32.1M
Annis Gardner Whiting Capital Advisors, LLC 11.08% Add +4.6% 104,950 $32.0M
Obermeyer Wealth Partners 1.57% Reduce -1.0% 104,041 $31.6M
Blankinship & Foster, LLC 7.36% Add +2.4% 103,457 $31.4M
Global Retirement Partners, LLC 0.78% — 102,914 $31.3M
Washburn Capital Management, Inc. 18.31% Add +0.8% 102,744 $31.2M
Sentinel Trust Co. Lba 3.37% Add +14.0% 102,030 $31.0M
Skyline Advisors, Inc. 11.44% Reduce -0.8% 101,939 $31.0M
Frank, Rimerman Advisors LLC 2.08% Reduce -0.4% 101,631 $30.9M
Pinnacle Financial Partners Inc 0.64% Reduce -3.7% 100,707 $30.6M
Integris Wealth Management, LLC 7.97% Add +1.1% 100,534 $30.6M
Bush Investment Group, LLC 20.40% Reduce -4.6% 99,942 $30.4M
Harbour Investments, Inc. 0.77% Add +3.4% 99,640 $30.3M
Choate Investment Advisors 0.65% Add +1.9% 98,561 $30.0M
Jacobi Capital Management LLC 1.98% Add +1.1% 98,386 $29.9M
Peak Financial Management, Inc. 8.50% Reduce -1.3% 98,371 $29.9M
Great Valley Advisor Group, Inc. 0.66% Add +9.3% 98,184 $29.8M
AllSquare Wealth Management LLC 16.72% Reduce -0.5% 98,006 $29.8M
Clarity Wealth Advisors, LLC 7.28% Add +2.1% 97,055 $29.5M
Gryphon Financial Partners LLC 3.81% Reduce -1.3% 95,896 $29.1M
Aspiriant, LLC 0.93% Add +3.9% 95,846 $29.1M
Farther Finance Advisors, LLC 0.58% Reduce -0.1% 95,322 $29.0M
Financial Advocates Investment Management 2.36% Reduce -4.8% 95,096 $28.9M
RIA Advisory Group LLC 8.49% Add +1807.7% 94,983 $28.9M
Cobblestone Capital Advisors LLC 1.47% Reduce -3.1% 94,243 $28.6M
Portfolio Strategies, Inc. 3.73% Reduce -14.5% 94,295 $28.6M
Ashford Capital Management Inc. 3.34% Add +4.4% 93,592 $28.4M
Ebor Charitable Trust 56.63% Add +4.7% 93,326 $28.4M
Chicago Partners Investment Group LLC 0.82% Add +6.9% 90,712 $28.3M
HBK Sorce Advisory LLC 0.76% Reduce -3.6% 92,557 $28.1M
Burrus Financial Services, Inc. 13.42% Add +2.4% 92,265 $28.0M
CWA Asset Management Group, LLC 1.19% Add +9.6% 92,223 $28.0M
Woodmont Investment Counsel LLC 1.84% Add +3.3% 91,969 $28.0M
Clear Harbor Asset Management, LLC 2.09% Add +1.7% 91,194 $27.7M
Benchmark Financial Wealth Advisors, LLC 9.16% Reduce -2.1% 91,117 $27.7M
Midwest Trust Co 0.38% — 90,914 $27.6M
Advyzon Investment Management, LLC 6.11% Add +1.2% 90,724 $27.6M
Allspring Global Investments Holdings, LLC 0.05% Add +6.0% 90,547 $27.5M
BWM Planning, LLC 9.45% Add +12.1% 90,259 $27.4M
LJI Wealth Management, LLC 4.78% Reduce -21.9% 90,253 $27.4M
Mutual Advisors, LLC 0.68% Add +4.9% 87,117 $27.3M
Mather Group, Llc. 0.29% Reduce -6.4% 89,333 $27.2M
Keybank National Association 0.10% Reduce -18.5% 88,780 $27.0M
&partners 0.21% Add +22.6% 88,710 $27.0M
Crescent Grove Advisors, LLC 2.61% Reduce -0.3% 88,293 $26.9M
Aptus Capital Advisors, LLC 0.26% Add +111.5% 87,459 $26.6M
Northwest Wealth Management, LLC 4.79% Add +15.1% 87,190 $26.5M
Kings Path Partners LLC 10.66% Add +15.8% 87,084 $26.5M
EverSource Wealth Advisors, LLC 1.19% Add +19.8% 86,795 $26.4M
Brass Tax Wealth Management, Inc. 5.08% Add +0.2% 86,771 $26.4M
FSM Wealth Advisors, LLC 4.28% Add +19.6% 86,083 $26.3M
Trellis Wealth Advisors LLC 11.44% Reduce -0.3% 86,489 $26.3M
Barrett & Company, Inc. 9.84% Add +14.9% 86,325 $26.2M
U.S. Capital Wealth Advisors, LLC 0.76% Reduce -0.6% 86,026 $26.1M
Venture Visionary Partners LLC 0.98% Reduce -0.4% 85,905 $26.1M
Great Diamond Partners, LLC 5.51% Add +3.3% 85,809 $26.1M
Altiora Financial Group, LLC 5.09% Add +9.7% 85,648 $26.0M
Mayport, LLC 6.25% Add +12.3% 85,642 $26.0M
Burns J W & Co. Inc. 3.14% Add +39.6% 85,070 $25.9M
Nisa Investment Advisors, LLC 0.12% No change 84,799 $25.9M
Financial Architects, LLC 15.70% Reduce -11.7% 85,040 $25.8M
Washington Capital Management, Inc. 19.20% No change 84,794 $25.8M
Principle Wealth Partners LLC 1.61% Reduce -0.1% 84,774 $25.8M
KOM Wealth Management Group, LLC 20.41% Add +12.6% 84,742 $25.8M
Ogorek Anthony Joseph /NY/ 7.92% Reduce -0.3% 84,307 $25.6M
Wellington Management Group LLP 0.00% Add +2.3% 83,660 $25.4M
Optas, LLC 4.81% Reduce -45.6% 83,348 $25.3M
Prospera Financial Services Inc 0.47% Reduce -0.8% 82,686 $25.1M
O'shaughnessy Asset Management, LLC 0.17% Add +9.6% 82,209 $25.0M
Capital Advisors, Ltd. LLC 3.07% Reduce -2.2% 81,834 $24.9M
Precedent Wealth Partners, LLC 6.07% Reduce -2.3% 81,512 $24.8M
Latigo Investments, LLC 12.65% No change 80,845 $24.6M
REDW Wealth LLC 9.76% Reduce -44.3% 80,771 $24.5M
Sensible Financial Planning & Management, LLC. 4.58% Reduce -0.1% 79,414 $24.1M
Horizon Wealth Management, LLC 4.17% Reduce -2.1% 78,214 $23.8M
Gordian Advisors LLC 16.92% Add +3.4% 77,813 $23.6M
Bleakley Financial Group, LLC 0.60% Add +92.4% 77,796 $23.6M
Mesirow Financial Investment Management, Inc. 0.46% Add +0.7% 77,584 $23.6M
Aspen Grove Capital, LLC 4.01% Add +15.1% 77,349 $23.6M
Yousif Capital Management, LLC 0.25% Add +0.4% 77,499 $23.6M
Cordant, Inc. 11.35% Add +0.1% 77,420 $23.5M
Sound View Wealth Advisors Group, LLC 1.74% Add +9.0% 77,341 $23.5M
Kraft, Davis & Associates, LLC 6.45% Add +1.0% 74,913 $23.5M
Seneschal Advisors, LLC 18.51% Add +2.0% 77,208 $23.5M
Firestone Capital Management 5.52% Reduce -2.2% 77,168 $23.5M
Greenwood Gearhart LLC 1.46% Add +196.1% 77,028 $23.4M
Continuum Advisory, LLC 2.81% Add +6.0% 76,722 $23.3M
Satovsky Asset Management LLC 4.94% Add +6.0% 76,269 $23.2M
Martin Worley Group 11.32% Add +7.2% 76,113 $23.1M
Connecticut Wealth Management, LLC 1.09% Reduce -3.5% 75,286 $22.9M
Arkadios Wealth Advisors 0.68% Add +32.3% 74,703 $22.7M
MRWM Advisors, LLC 14.19% Add +13.4% 74,635 $22.7M
Almanack Investment Partners, LLC. 3.58% Add +21.6% 74,116 $22.5M
NORTHSTAR ASSET MANAGEMENT Co 5.15% Add +0.4% 73,594 $22.4M
Hollencrest Capital Management 0.95% Add +0.3% 73,366 $22.3M
First Horizon Advisors, Inc. 0.58% Add +3.7% 73,184 $22.2M
Retirement Capital Strategies 8.79% Add +1273.9% 72,967 $22.2M
Pension & Wealth Management Advisors, Inc. 7.40% Add +0.1% 72,623 $22.1M
New England Asset Management Inc. 3.57% No change 72,415 $22.0M
Cascade Investment Group, Inc. 15.27% Add +1.6% 71,950 $21.9M
Symphony Financial, Ltd. Co. 2.86% Add +344.3% 79,968 $21.8M
Rockbridge Investment Management, LCC 2.34% Reduce -0.5% 71,722 $21.8M
Shotwell Rutter Baer Inc 14.79% Add +1.4% 70,664 $21.8M
Johnson Investment Counsel Inc. 0.19% Add +2.1% 71,383 $21.7M
Wealthcare Capital Partners, LLC 10.86% Reduce -0.3% 71,086 $21.6M
Gotham Asset Management 0.13% Reduce -34.8% 70,909 $21.6M
Mill Creek Capital Advisors, LLC 0.47% Add +0.6% 70,390 $21.4M
HT Partners LLC 6.53% Add +65.0% 70,317 $21.4M
Kestra Private Wealth Services, LLC 0.31% Reduce -11.8% 70,209 $21.3M
Natixis Advisors, LLC 0.03% Reduce -9.0% 70,132 $21.3M
AdvisorNet Financial, Inc 1.37% Reduce -13.1% 70,058 $21.3M
Geneos Wealth Management Inc. 0.52% Add +1.9% 69,955 $21.3M
Apollon Wealth Management, LLC 0.42% Add +16.7% 69,627 $21.2M
XY Planning Network, Inc. 7.13% Add +346.6% 68,911 $20.9M
Root Financial Partners, LLC 2.02% Reduce -12.4% 68,643 $20.9M
Lodestar Private Asset Management LLC 2.40% Add +0.4% 68,641 $20.9M
Cannon Financial Strategists, Inc. 3.29% Reduce -3.1% 68,579 $20.8M
Raab & Moskowitz Asset Management LLC 4.97% Add +0.1% 68,561 $20.8M
Simon Quick Advisors, LLC 1.04% Add +1.9% 67,913 $20.6M
Cornerstone National Bank & Trust Co 8.87% Reduce -5.2% 67,903 $20.6M
Addis & Hill, Inc 13.47% Reduce -7.9% 67,873 $20.6M
Define Financial, LLC 13.50% Add +3.1% 67,427 $20.5M
Mullooly Asset Management, Inc. 8.57% Add +7.2% 67,143 $20.4M
World Investment Advisors 0.46% Reduce -1.1% 67,146 $20.4M
Industrial Alliance Investment Management Inc. 13.68% Reduce -0.6% 66,906 $20.3M
Benjamin Edwards Inc. 0.26% Add +5.7% 65,973 $20.1M
ArchPoint Investors 5.89% No change 65,721 $20.0M
New Covenant Trust Company, N.A. 17.78% Add +36.9% 67,381 $19.9M
Sigma Investment Counselors Inc. 1.09% Add +15.9% 65,449 $19.9M
Clarity Wealth Development LLC 19.75% Add +5.0% 65,266 $19.8M
Ironsides Asset Advisors, LLC 5.75% Add +1.3% 65,254 $19.8M
Freestone Capital Holdings, LLC 0.67% Reduce -0.2% 65,200 $19.8M
Tsfg, LLC 3.56% Reduce -40.3% 64,720 $19.7M
Cresta Advisors, Ltd. 9.54% Reduce -1.9% 64,376 $19.6M
Parisi Gray Wealth Management 5.58% Add +1.2% 64,036 $19.5M
Foundation Wealth Management, LLC\PA 8.37% Add +15.0% 63,693 $19.4M
Fiduciary Trust Co 0.24% Add +22.8% 63,666 $19.4M
CreativeOne Wealth, LLC 0.50% Add +33.5% 63,330 $19.2M
NorthRock Partners, LLC 0.50% Add +2.8% 62,981 $19.2M
Dynamic Advisor Solutions LLC 0.59% Reduce -47.5% 63,162 $19.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.43% Add +0.8% 63,051 $19.2M
Compass Advisory Group LLC 6.06% Add +4.6% 62,796 $19.1M
Independence Bank of Kentucky 2.71% No change 62,892 $19.1M
Dorsey & Whitney Trust CO LLC 1.01% Reduce -0.1% 62,675 $19.0M
5th Street Advisors, LLC 9.45% Reduce -5.2% 62,591 $19.0M
AlphaCore Capital LLC 0.72% Add +28.0% 62,286 $19.0M
Greenleaf Trust 0.17% Reduce -2.7% 62,119 $18.9M
Cornerstone Wealth Group, LLC 1.42% Reduce -0.3% 62,056 $18.9M
Stokes Family Office, LLC 1.95% Add +0.0% 61,100 $18.6M
Financial & Tax Architects, LLC 4.48% Add +639.9% 60,676 $18.4M
Quadrant Capital Group LLC 0.66% Add +89.3% 60,562 $18.4M
FineMark National Bank & Trust 0.62% Reduce -4.4% 60,142 $18.3M
Trace Wealth Advisors, LLC 14.91% Add +7.5% 60,054 $18.3M
Proficio Capital Partners LLC 1.13% Reduce -2.0% 59,929 $18.2M
DRW Securities, LLC 1.28% New 59,720 $18.2M
Jane Street Group, LLC 0.03% Add +2.5% 59,549 $18.1M
Glenview Trust Co 0.31% Add +1.0% 58,936 $17.9M
W.H. Cornerstone Investments Inc. 11.32% Add +6.5% 58,774 $17.9M
Sageworth Trust Co of South Dakota 19.34% Reduce -0.3% 58,723 $17.8M
Palisades Hudson Asset Management, L.P. 6.96% No change 58,517 $17.8M
Atlantic Private Wealth, LLC 11.92% Add +27.5% 58,464 $17.8M
Westside Investment Management, Inc. 3.27% No change 57,937 $17.6M
Callan Family Office, LLC 0.56% Reduce -7.2% 57,915 $17.6M
NBT Bank, N.A. 1.21% Add +0.7% 57,888 $17.6M
Legacy Financial Strategies, LLC 3.43% Add +3.6% 57,533 $17.5M
McClarren Financial Advisors, Inc. 11.36% Reduce -4.3% 57,431 $17.5M
Maryland Capital Advisors Inc. 6.84% Reduce -1.1% 57,425 $17.5M
Monument Group Wealth Advisors, LLC 10.99% Add +4.5% 57,406 $17.4M
Lanham O'Dell & Company, Inc. 7.36% Add +6.7% 57,377 $17.4M
Drucker Wealth 3.0, LLC 3.36% Reduce -6.9% 56,661 $17.4M
Silver Oak Securities, Incorporated 1.44% Add +1.7% 57,059 $17.3M
StoneX Group Inc. 0.84% Add +3.2% 56,829 $17.3M
Goldstone Financial Group, LLC 2.29% Reduce -5.5% 56,232 $17.3M
IHT Wealth Management, LLC 0.48% Reduce -32.9% 56,949 $17.3M
Plotkin Financial Advisors, LLC 9.54% Add +0.8% 56,917 $17.3M
Applied Capital LLC 7.60% Add +3.4% 56,858 $17.3M
Fairway Financial, LLC 14.58% Add +0.9% 56,680 $17.2M
Potomac Fund Management Inc. 0.98% New 56,640 $17.2M
BFI Infinity Ltd. 14.39% Reduce -3.4% 56,601 $17.2M
Portland Global Advisors LLC 2.02% Reduce -0.2% 56,458 $17.2M
Long Island Wealth Management, Inc. 8.88% Reduce -2.2% 56,278 $17.1M
Cornerstone Wealth Management, LLC 1.04% Reduce -2.1% 56,219 $17.1M
Davis R M Inc. 0.32% Reduce -1.3% 56,073 $17.0M
Northland Capital Management LLC 10.49% Add +25.9% 56,060 $17.0M
Coastline Trust Co 1.95% Reduce -1.7% 56,007 $17.0M
Avion Wealth 3.88% Add +0.9% 55,926 $17.0M
Sard Wealth Management Group, LLC 10.46% Add +1.4% 55,854 $17.0M
Symmetry Partners, LLC 2.08% Reduce -14.6% 55,616 $16.9M
Manning & Napier Advisors LLC 0.20% Add +34.6% 55,423 $16.8M
Signaturefd, LLC 0.29% Reduce -12.6% 55,401 $16.8M
Foster Dykema Cabot & Partners, LLC 1.18% Reduce -0.7% 55,162 $16.8M
Advisor OS, LLC 1.65% Reduce -3.0% 55,307 $16.8M
Empirical Finance, LLC 0.88% Add +5.1% 55,050 $16.7M
MontVue Capital Management, Inc. 11.88% Reduce -0.4% 54,881 $16.7M
Johnson Financial Group, Inc. 0.75% Add +25.3% 54,710 $16.7M
AA Financial Advisors, LLC 3.58% Add +2.5% 54,729 $16.6M
Mgo One Seven LLC 0.54% Add +7.3% 54,657 $16.6M
Angeles Wealth Management, LLC 1.14% Add +22.7% 54,635 $16.6M
GAMCO Investors 0.16% New 54,566 $16.6M
Essential Planning, LLC. 6.16% Add +1.4% 54,460 $16.6M
Titleist Asset Management, LLC 1.64% Reduce -10.7% 54,226 $16.5M
Peterson Wealth Advisors, LLC 2.72% Reduce -0.7% 54,221 $16.5M
Seldon Capital LP 7.14% No change 54,098 $16.4M
WASHINGTON TRUST Co 0.58% Add +0.9% 54,031 $16.4M
LexAurum Advisors, LLC 2.60% Reduce -0.1% 53,880 $16.4M
Elwood & Goetz Wealth Advisory Group, LLC 3.52% Reduce -2.5% 53,650 $16.3M
TCI Wealth Advisors, Inc. 1.11% Add +0.1% 53,527 $16.3M
Aspect Partners, LLC 7.97% Add +11.0% 53,218 $16.2M
Wilson & Boucher Capital Management, LLC 11.24% Add +1.2% 53,009 $16.1M
Strategic Blueprint, LLC 0.79% Reduce -0.4% 52,993 $16.1M
MJP Associates Inc. 2.37% Add +0.1% 52,652 $16.0M
Clark Asset Management, LLC 2.18% Reduce -14.1% 52,550 $16.0M
Dakota Wealth Management 0.34% Add +2.9% 52,549 $16.0M
Pacific Capital Wealth Advisors, Inc. 2.92% Reduce -1.8% 52,042 $15.9M
Associated Banc-Corp 0.45% Reduce -7.3% 52,259 $15.9M
Pine Harbor Wealth Management, LLC 5.51% Add +2.1% 51,563 $15.7M
Cornerstone Management, Inc. 2.72% Reduce -1.3% 51,402 $15.6M
Seven Post Investment Office LP 5.88% Reduce -8.3% 51,338 $15.6M
Gibraltar Capital Management, Inc. 3.04% Add +1.3% 51,223 $15.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -4.5% 50,931 $15.5M
Cascade Financial Partners, LLC 1.85% Reduce -7.8% 50,663 $15.4M
Thrivent Financial for Lutherans 0.03% Add +36.4% 50,610 $15.4M
JFS Wealth Advisors, LLC 0.97% Reduce -0.2% 50,345 $15.3M
Douglass Winthrop Advisors, LLC 0.28% New 50,330 $15.3M
LifeGuide Financial Advisors, LLC 5.65% Add +12.8% 50,326 $15.3M
Wesbanco Bank Inc. 0.45% Add +128.9% 50,289 $15.3M
Rothschild Wealth LLC 3.75% Add +1.1% 50,284 $15.3M
Semitam Bonam LLC 14.38% — 50,252 $15.3M
Magnolia Capital Advisors LLC 3.83% Add +1.7% 50,080 $15.2M
Thoroughbred Financial Services, LLC 1.06% Reduce -18.6% 50,024 $15.2M
GFS Advisors, LLC 2.08% Reduce -2.4% 49,950 $15.2M
Coston, McIsaac & Partners 3.93% Reduce -0.5% 49,855 $15.2M
SageView Advisory Group, LLC 0.57% Reduce -5.9% 48,049 $15.1M
Axxcess Wealth Management, LLC 0.36% Reduce -2.9% 49,539 $15.1M
Warwick Investment Management, Inc. 2.92% Reduce -12.5% 49,494 $15.0M
Conning Inc. 0.54% No change 49,266 $15.0M
Carr Financial Group Corp 4.40% Reduce -2.4% 49,049 $14.9M
WealthCollab, LLC 8.33% Reduce -6.1% 48,761 $14.8M
Park National Corp. 0.49% Add +2.5% 48,671 $14.8M
Argent Trust Co 0.56% Reduce -12.5% 48,534 $14.8M
Integrated Advisors Network LLC 0.67% Add +2.5% 48,462 $14.7M
Capital Group Private Client Services, Inc. 0.13% Add +28.8% 48,425 $14.7M
Olistico Wealth, LLC 8.13% Add +4.9% 48,170 $14.6M
Summit Financial Wealth Advisors, LLC 2.62% Add +20.4% 48,070 $14.6M
Bulwark Capital Corp 12.26% — 47,905 $14.6M
Basso Capital Management, L.P. 10.62% Add +2.1% 47,154 $14.3M
VSM Wealth Advisory, LLC 4.73% Add +0.8% 47,067 $14.3M
Meridian Wealth Management, LLC 0.61% Add +12.0% 46,769 $14.2M
Stratos Wealth Advisors, LLC 0.75% Reduce -1.5% 46,610 $14.2M
Benningfield Financial Advisors, LLC 12.21% Reduce -0.1% 46,550 $14.1M
Klingman & Associates, LLC 0.78% Reduce -1.1% 46,249 $14.1M
Shayne & Jacobs, LLC 4.64% Reduce -25.4% 46,232 $14.1M
Ironwood Investment Management LLC 6.82% Add +3.0% 46,094 $14.0M
Federation des caisses Desjardins du Quebec 0.06% Reduce -9.7% 45,900 $14.0M
Tudor Investment Corporation 0.10% Add +96.4% 45,669 $13.9M
Oppenheimer & Co. Inc. 0.18% Add +2.8% 45,659 $13.9M
Asset Management Group, Inc. 2.42% Add +1.6% 45,626 $13.9M
Next Level Wealth Planning, LLC 8.88% Add +5.4% 45,624 $13.9M
TD Waterhouse Canada Inc. 0.10% Add +13.2% 45,594 $13.9M
Citizens Financial Group Inc. 0.22% Add +11.7% 45,416 $13.8M
Trinity Financial Advisors LLC 4.23% Add +17.8% 45,351 $13.8M
Headinvest, LLC 2.93% Reduce -6.6% 45,243 $13.8M
Independent Advisor Alliance 0.40% Add +19.1% 45,115 $13.7M
Harbor Investment Advisory, LLC 1.22% Reduce -4.8% 45,104 $13.7M
Traphagen Investment Advisors LLC 1.30% Add +6.8% 45,052 $13.7M
Western Wealth Management, LLC 0.81% Add +1.6% 45,014 $13.7M
Chilton Investment Co. Inc. 0.30% Reduce -1.6% 44,807 $13.6M
Liberty Wealth Management LLC 2.13% Add +2.3% 44,786 $13.6M
OneAscent Financial Services LLC 0.97% Reduce -47.9% 44,751 $13.6M
Stratos Investment Management, LLC 0.62% Add +119.8% 44,498 $13.5M
Leavell Investment Management, Inc. 0.60% Add +0.3% 44,265 $13.5M
Shelter Mutual Insurance Co 3.09% No change 43,850 $13.3M
Moloney Securities Asset Management, LLC 1.65% Add +113.3% 43,722 $13.3M
Bokf, NA 0.21% Add +1.2% 43,619 $13.3M
Nia Impact Advisors, LLC 4.58% No change 43,575 $13.2M
Sigma Planning Corp 0.40% Reduce -7.6% 43,546 $13.2M
Fairview Capital Investment Management, LLC 0.68% Add +1.0% 43,537 $13.2M
Fayez Sarofim & Co 0.03% No change 43,479 $13.2M
First Hawaiian Bank 1.79% No change 43,350 $13.2M
Sandy Cove Advisors, LLC 4.75% Add +10.3% 43,284 $13.2M
Barclays PLC 0.01% Add +4.7% 43,096 $13.1M
RFG Advisory, LLC 0.31% Reduce -38.2% 43,051 $13.1M
Brookstone Capital Management 0.17% Add +4.1% 43,035 $13.1M
Franklin Resources Inc. 0.00% Add +2.4% 42,690 $13.0M
Abound Wealth Management 3.67% Reduce -16.9% 42,688 $13.0M
Bradley & Co. Private Wealth Management, LLC 7.92% Add +0.6% 42,557 $12.9M
Philip James Wealth Mangement, LLC 1.71% Reduce -0.0% 42,499 $12.9M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -4.5% 42,239 $12.9M
Good Steward Wealth Advisors,LLC 10.03% Add +18.2% 42,090 $12.8M
Stonehage Fleming Financial Services Holdings Ltd 0.37% Reduce -12.2% 41,874 $12.7M
Bradley Foster & Sargent Inc. 0.20% Add +45.2% 41,851 $12.7M
Stonekeep Investments, LLC 8.49% Add +1.8% 41,508 $12.6M
GoalVest Advisory LLC 3.12% Reduce -3.8% 41,491 $12.6M
Canopy Partners, LLC 4.62% Reduce -4.2% 41,488 $12.6M
Perennial Investment Advisors, LLC 1.22% Reduce -0.9% 41,326 $12.6M
Prairie Sky Financial Group LLC 6.88% Reduce -1.0% 41,188 $12.5M
Farnam Financial LLC 11.20% Reduce -14.1% 41,002 $12.5M
Belpointe Asset Management LLC 0.52% Add +60.6% 40,995 $12.5M
Bull Oak Capital, LLC 5.67% New 40,956 $12.4M
Good Life Advisors, LLC 0.78% Add +33.9% 40,855 $12.4M
Clarity Capital Advisors, LLC 7.23% Reduce -5.5% 40,804 $12.4M
VPR Management LLC 5.82% Add +5.2% 40,800 $12.4M
Sax Wealth Advisors, LLC 0.75% Add +32.4% 40,614 $12.3M
Blackston Financial Advisory Group, LLC 7.71% Reduce -3.9% 40,551 $12.3M
Culbertson A N & Co. Inc. 1.86% Reduce -1.4% 39,776 $12.1M
Avant Financial Advisors LLC 9.93% Add +1.5% 39,659 $12.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.36% Add +0.3% 38,509 $12.0M
Avior Wealth Management, LLC 0.41% Reduce -0.9% 39,466 $12.0M
Webster Bank, N. A. 1.24% Reduce -11.0% 39,391 $12.0M
Swisher Financial Concepts, Inc. 7.72% Add +15.5% 39,366 $12.0M
Cambridge Advisors Inc. 2.49% Add +4.7% 39,128 $11.9M
International Assets Investment Management, LLC 0.96% Reduce -3.0% 39,069 $11.9M
Lebenthal Global Advisors, LLC 2.21% Reduce -10.1% 38,940 $11.8M
Citadel Advisors 0.01% New 38,886 $11.8M
Tortoise Investment Management, LLC 1.12% Add +4.9% 38,793 $11.8M
IRON Financial LLC 6.21% Add +0.9% 38,577 $11.7M
Cypress Point Wealth Management, LLC 2.84% Add +12.8% 38,337 $11.7M
Evermay Wealth Management LLC 1.43% Reduce -3.1% 38,213 $11.6M
Monograph Wealth Advisors, LLC 1.43% Reduce -11.3% 38,108 $11.6M
Ti-Trust, Inc. 7.79% Reduce -0.6% 38,217 $11.6M
Bristlecone Advisors, LLC 0.97% Add +1.9% 38,144 $11.6M
Fiducient Advisors LLC 1.42% Add +5.2% 38,020 $11.6M
Waldron Private Wealth LLC 0.51% Add +1.8% 37,996 $11.6M
Chicago Capital, LLC 0.29% Add +9.8% 38,084 $11.6M
Valeo Financial Advisors, LLC 0.28% Add +8.8% 38,083 $11.6M
National Bank of Canada 0.01% Reduce -12.2% 37,940 $11.5M
Lantz Financial LLC 2.87% Add +1.0% 37,901 $11.5M
Wealth Alliance Advisory Group, LLC 2.18% Add +3.9% 37,742 $11.5M
Evergreen Wealth Management, LLC 6.40% Reduce -8.8% 37,566 $11.4M
Sequent Planning LLC 3.59% Add +4.9% 37,292 $11.3M
Future You Wealth LLC 6.14% Reduce -7.8% 37,173 $11.3M
Dogwood Wealth Management LLC 5.52% Add +10.0% 36,967 $11.3M
Beaird Harris Wealth Management, LLC 0.87% Add +55.6% 37,028 $11.3M
Moulton Wealth Management, Inc. 8.48% Add +265.9% 36,415 $11.2M
Philadelphia Trust Co. 0.86% No change 36,865 $11.2M
Glassman Wealth Services 1.72% Add +0.3% 36,854 $11.2M
Strategic Financial Concepts, LLC 1.57% Reduce -9.9% 36,813 $11.2M
Azimuth Capital Investment Management LLC 0.41% Reduce -0.2% 36,648 $11.1M
HMV Wealth Advisors, LLC 7.28% Add +63.4% 36,546 $11.1M
Aerodigm Wealth, LLC 5.33% Reduce -0.4% 36,544 $11.1M
Compound Planning, Inc. 0.42% Add +44.5% 36,242 $11.0M
Savvy Advisors, Inc. 0.73% Reduce -0.2% 36,225 $11.0M
WFA of San Diego, LLC 8.13% — 36,208 $11.0M
JPL Wealth Management, LLC 2.97% Add +1.7% 36,195 $11.0M
PFG Investments, LLC 0.65% Add +6.4% 36,186 $11.0M
Partners in Financial Planning 2.03% Add +0.1% 36,169 $11.0M
WealthPLAN Partners, LLC 1.77% Reduce -33.5% 36,161 $11.0M
Blue Bell Private Wealth Management, LLC 1.83% Add +20.4% 36,077 $11.0M
Modus Advisors, LLC 3.25% Reduce -0.4% 35,988 $10.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.21% Reduce -2.5% 35,877 $10.9M
Signature Estate & Investment Advisors LLC 0.25% Reduce -1.1% 35,866 $10.9M
Sonata Capital Group Inc. 4.34% Add +2.0% 35,733 $10.9M
Synergy Asset Management, LLC 1.24% Add +22.1% 35,731 $10.9M
Efficient Frontier Advisors LLC 6.88% Add +0.6% 35,647 $10.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.71% Add +63.3% 35,593 $10.8M
Dunhill Financial, LLC 3.13% Add +198.1% 35,577 $10.8M
Sherman Asset Management, Inc. 9.58% Add +0.0% 35,552 $10.8M
Sharper & Granite LLC 4.10% Add +8.8% 35,306 $10.8M
Confluence Wealth Services, Inc. 0.59% Reduce -6.1% 35,399 $10.8M
Highland Capital Management, LLC 0.58% Reduce -1.4% 35,381 $10.8M
Capital Square, LLC 5.72% Add +3.7% 34,938 $10.7M
AE Wealth Management LLC 0.08% Reduce -2.3% 35,119 $10.7M
Versant Capital Management, Inc 1.62% Add +0.9% 35,092 $10.7M
NovaPoint Capital, LLC 3.26% Reduce -2.6% 35,002 $10.6M
LM Advisors LLC 1.37% Add +0.1% 34,918 $10.6M
Emprise Bank 5.09% Add +8.9% 34,918 $10.6M
Trust Point Inc. 0.99% Reduce -0.4% 34,407 $10.5M
Brady Martz Wealth Solutions, LLC 2.02% Add +0.3% 34,343 $10.4M
Patriot Financial Group Insurance Agency, LLC 1.20% Add +4.7% 34,323 $10.4M
Eastern Bank 0.20% Add +33.7% 34,255 $10.4M
Empowered Funds, LLC 0.12% Reduce -12.3% 34,232 $10.4M
GC Wealth Management RIA, LLC 0.85% Add +16.4% 34,157 $10.4M
Great Lakes Retirement, Inc. 1.22% Add +3.6% 33,909 $10.3M
Rinkey Investments 3.08% Add +6.8% 33,755 $10.3M
Cyndeo Wealth Partners, LLC 0.61% Add +10.5% 33,689 $10.2M
Stock Yards Bank & Trust Co. 0.34% Reduce -42.1% 33,648 $10.2M
Frazier Financial Advisors, LLC 7.21% Add +2.8% 33,609 $10.2M
One Capital Management, LLC 0.35% Reduce -28.1% 33,601 $10.2M
Atlas Brown,Inc. 3.28% Reduce -0.5% 33,576 $10.2M
Silver Oak Advisory Group, Inc. 4.94% Add +1.3% 33,548 $10.2M
CWS Financial Advisors, LLC 2.95% Add +4.3% 33,356 $10.1M
Signal Advisors Wealth, LLC 0.79% Reduce -18.6% 33,319 $10.1M
Capital Analysts, LLC 0.34% Add +4.0% 33,258 $10.1M
Vernal Point Advisors, LLC 5.89% Reduce -2.0% 33,136 $10.1M
American Money Management, LLC 1.78% Reduce -0.1% 33,085 $10.1M
Relyea Zuckerberg Hanson LLC 1.18% Add +0.1% 33,047 $10.0M
Essex Financial Services, Inc. 0.66% Reduce -0.3% 32,973 $10.0M
SVB Wealth LLC 0.54% New 32,941 $10.0M
Regal Investment Advisors LLC 0.75% Add +0.7% 32,937 $10.0M
Steph & Co. 3.24% Reduce -0.1% 32,890 $10.0M
Smallwood Wealth Investment Management, LLC 5.70% Add +28.3% 32,888 $10.0M
Onyx Bridge Wealth Group LLC 1.32% Reduce -1.6% 32,876 $10.0M
Deroy & Devereaux Private Investment Counsel Inc. 0.54% Add +4.3% 32,769 $10.0M
Financial Alternatives, Inc 6.48% Add +0.9% 32,755 $10.0M
One Day In July LLC 0.90% Add +0.5% 32,755 $10.0M
Beacon Financial Group 1.03% Add +0.4% 32,539 $9.9M
Nwam LLC 0.57% Add +34.3% 31,988 $9.9M
IFC Advisors LLC 1.84% No change 32,419 $9.9M
Lansing Street Advisors 2.92% Reduce -1.1% 32,148 $9.8M
Carnegie Investment Counsel 0.20% Reduce -0.2% 32,140 $9.8M
DAVENPORT & Co LLC 0.05% Add +6.2% 32,103 $9.8M
Sapient Capital LLC 0.17% Reduce -0.4% 31,816 $9.7M
Focus Financial Network, Inc. 0.38% Reduce -1.1% 31,757 $9.7M
IFP Advisors, Inc 0.28% Reduce -35.1% 31,844 $9.7M
Van Cleef Asset Management,Inc 1.04% Reduce -0.2% 31,746 $9.6M
Forte Capital LLC 1.03% Reduce -6.7% 31,569 $9.6M
Private Trust Co. NA 0.91% Reduce -10.7% 31,540 $9.6M
Level Four Advisory Services, LLC 0.35% Add +1.2% 31,420 $9.5M
Consilium Wealth Advisory, LLC 4.02% Add +2.5% 31,329 $9.5M
Koshinski Asset Management, Inc. 0.72% Reduce -4.1% 31,152 $9.5M
TPG Advisors LLC 6.85% Add +1.7% 31,149 $9.5M
First Heartland Consultants, Inc. 0.84% Add +41.2% 31,087 $9.4M
NWF Advisory Services Inc. 1.12% Add +17.7% 31,014 $9.4M
Asset Dedication, LLC 0.68% Add +9.0% 30,990 $9.4M
Sovereign Investment Advisors, LLC 2.59% Add +1.3% 30,937 $9.4M
Bouchey Financial Group, Ltd. 0.78% Add +1.2% 30,767 $9.4M
Boston Family Office LLC 0.62% Add +33.0% 30,740 $9.3M
Pachira Investments Inc. 7.03% Add +5.5% 30,617 $9.3M
UNIVEST FINANCIAL Corp 0.56% Add +2.2% 30,542 $9.3M
Patton Albertson Miller Group, LLC 1.22% Reduce -0.6% 30,505 $9.3M
Accredited Investors Inc. 0.55% Add +12.7% 30,437 $9.3M
Gladstone Institutional Advisory LLC 0.38% Add +1.6% 30,262 $9.2M
Greenbush Financial Group, LLC 3.99% Add +3.5% 30,123 $9.2M
Retirement Planning Group, LLC 0.39% Add +1.8% 30,094 $9.1M
Intrepid Family Office LLC 9.85% Reduce -45.5% 30,000 $9.1M
Wedbush Securities Inc. 0.32% Reduce -4.6% 29,882 $9.1M
Certuity, LLC 0.85% Add +114.5% 29,843 $9.1M
Newton One Investments LLC 2.85% Reduce -5.1% 29,766 $9.0M
Family Wealth Partners, LLC 3.62% Add +37.6% 29,748 $9.0M
Transcend Capital Advisors, LLC 0.70% Reduce -0.7% 29,708 $9.0M
Kingsview Wealth Management, LLC 0.15% Add +5.9% 29,651 $9.0M
Viewpoint Investment Partners Corp. 4.91% Add +71.6% 29,512 $9.0M
Squire Investment Management Company, LLC 3.31% Add +8.2% 29,510 $9.0M
Ferguson Wellman Capital Management, Inc. 0.16% Reduce -1.3% 29,478 $9.0M
Shufro Rose & Co. LLC 0.73% Reduce -1.3% 32,592 $9.0M
Ancora Advisors LLC 0.19% Reduce -0.8% 29,405 $8.9M
Harfst & Associates, Inc. 1.83% Reduce -0.3% 29,238 $8.9M
Chesley Taft & Associates LLC 0.40% Reduce -2.0% 29,212 $8.9M
Wealth Effects LLC 3.31% Add +0.3% 29,136 $8.9M
Forbes Financial Planning, Inc. 5.98% Reduce -4.2% 29,135 $8.9M
Sage Rhino Capital LLC 1.87% Reduce -0.9% 29,086 $8.8M
CVA Family Office, LLC 1.24% Add +2.7% 29,013 $8.8M
Bluespring Wealth Management, LLC 0.84% Reduce -0.6% 28,852 $8.8M
Ameritas Advisory Services, LLC 0.46% Reduce -44.6% 28,897 $8.8M
Walter & Keenan Wealth Management LLC /in/ 2.55% Add +30.6% 28,875 $8.8M
Weaver Consulting Group 2.43% Reduce -1.3% 28,871 $8.8M
FFT Wealth Management LLC 1.71% Reduce -4.1% 28,026 $8.7M
Roberts Glore & Co. Inc. 2.54% Add +1.4% 28,609 $8.7M
1900 Wealth Management LLC 0.66% Reduce -0.3% 28,595 $8.7M
Melfa Wealth Management, Inc. 5.46% Add +98.8% 28,434 $8.6M
Swmg, LLC 2.90% Add +19.6% 27,540 $8.6M
Life Planning Partners, Inc 6.86% Add +1.5% 28,366 $8.6M
Vannoy Advisory Group, Inc. 5.95% Reduce -0.1% 28,333 $8.6M
Wealth Management Associates, Inc. 3.34% Add +4.1% 28,245 $8.6M
Legacy Wealth Management, LLC 0.53% Add +4.5% 28,208 $8.6M
Kovack Advisors, Inc. 0.84% Add +5.8% 28,156 $8.6M
Sunpointe, LLC 3.39% Reduce -2.5% 28,010 $8.5M
Gridiron Partners, LLC 5.27% Add +9.3% 27,947 $8.5M
NRI Wealth Management LC 5.12% Add +5.9% 27,909 $8.5M
Phillips Financial Management, LLC 0.61% Add +0.1% 27,882 $8.5M
BayBridge Capital Group, LLC 5.44% Add +4.3% 27,867 $8.5M
Signet Financial Management, LLC 1.06% Reduce -3.4% 27,763 $8.4M
Fiduciary Financial Group, LLC 1.53% Reduce -0.3% 27,760 $8.4M
Compass Financial Group, Inc. 4.21% Add +1.0% 27,597 $8.4M
Ironwood Financial, llc 1.80% No change 30,489 $8.4M
Graves Light Lenhart Wealth, Inc. 1.00% Reduce -2.9% 27,546 $8.4M
Highland Financial Advisors, LLC 2.66% Reduce -2.0% 27,316 $8.3M
Ramiah Investment Group 8.92% Add +7.6% 27,276 $8.3M
Endowment Wealth Management, Inc. 4.23% Add +2.1% 26,963 $8.2M
Pullen Investment Management, LLC 4.93% Add +7.1% 26,951 $8.2M
Debussy Capital Management LP 1.23% Reduce -2.4% 26,948 $8.2M
Curi Capital, LLC 0.16% Add +555.5% 26,771 $8.2M
Diversify Advisory Services, LLC 0.31% Reduce -19.9% 25,811 $8.2M
Next Capital Management LLC 2.98% Add +1.6% 26,563 $8.1M
Hall Laurie J Trustee 2.67% Reduce -0.5% 26,529 $8.1M
Arrowroot Family Office, LLC 3.61% — 26,508 $8.1M
Trust Co 0.91% Reduce -0.0% 26,458 $8.0M
CFO4Life Group, LLC 1.26% Add +0.2% 26,429 $8.0M
S.A. Mason LLC 3.88% Add +1.1% 26,404 $8.0M
Weitzel Financial Services, Inc. 3.39% Add +4.0% 25,522 $8.0M
Cibc World Market Inc. 0.02% Add +10.3% 26,277 $8.0M
Comprehensive Financial Management LLC 0.22% No change 26,067 $7.9M
Mathes Company, Inc. 2.97% No change 26,140 $7.9M
SigFig Wealth Management, LLC 0.26% Reduce -1.9% 26,260 $7.9M
Krilogy Financial LLC 0.45% Add +53.1% 26,085 $7.9M
Procyon Advisors, LLC 0.75% Reduce -11.5% 25,940 $7.9M
BSW Wealth Partners 1.08% Add +10.8% 25,937 $7.9M
Burling Wealth Partners, LLC 1.45% Add +21.9% 25,925 $7.9M
Petix & Botte Co 1.93% Reduce -1.0% 25,897 $7.9M
Fi3 FINANCIAL ADVISORS, LLC 2.81% Add +36.2% 25,579 $7.8M
WCG Wealth Advisors LLC 0.50% Reduce -0.5% 25,490 $7.7M
M3 Advisory Group, LLC 5.34% Add +2.8% 25,411 $7.7M
McLean Asset Management Corp 2.03% Add +33.8% 25,265 $7.7M
B. Riley Wealth Advisors, Inc. 0.37% Reduce -25.4% 25,287 $7.7M
C M Bidwell & Associates Ltd. 3.98% Add +1.3% 25,262 $7.7M
Levin Capital Strategies, L.P. 0.75% Reduce -28.8% 25,201 $7.7M
Medallion Wealth Advisors, LLC 2.96% Add +0.7% 25,164 $7.6M
Romano Brothers and Company 0.94% Add +0.3% 25,072 $7.6M
Tenon Financial LLC 3.36% Add +1.7% 25,010 $7.6M
Blue Trust, Inc. 0.09% Add +2.6% 24,906 $7.6M
Prudential Financial Inc. 0.01% No change 24,900 $7.6M
RHS Financial, LLC 4.29% Add +3.6% 24,866 $7.6M
Moneco Advisors, LLC 0.70% Add +83.0% 24,797 $7.5M
Kathmere Capital Management, LLC 0.58% Add +47.0% 24,762 $7.5M
Trust Co. of Vermont 0.35% Add +12.5% 24,701 $7.5M
Accel Wealth Management 2.50% Add +7.8% 24,692 $7.5M
Pitti Group Wealth Management, LLC 6.47% Add +0.6% 24,675 $7.5M
Pitcairn Co. 0.49% Reduce -4.2% 24,651 $7.5M
L.K. Benson & Company, P.C. 4.60% Add +10.5% 24,638 $7.5M
Osborne Partners Capital Management, LLC 0.40% Add +15.2% 24,588 $7.5M
Orcam Financial Group 6.49% Add +3.0% 24,579 $7.5M
Garner Asset Management Corp 3.44% Add +19.8% 24,384 $7.4M
Quantum Financial Advisors, LLC 1.00% Add +87.7% 24,367 $7.4M
Earned Wealth Advisors, LLC 1.45% Add +1.8% 24,355 $7.4M
Seamount Financial Group Inc. 3.81% Add +6.0% 24,349 $7.4M
Glen Eagle Advisors, LLC 1.14% Reduce -2.0% 24,296 $7.4M
CBIZ Investment Advisory Services, LLC 0.33% Reduce -6.5% 24,122 $7.4M
Global Wealth Management, LLC 4.02% Add +0.1% 23,822 $7.3M
Crews Bank & Trust 1.15% Add +23.6% 24,005 $7.3M
Bawa N Mallick Trust 3.01% No change 24,000 $7.3M
Saxon Interests, Inc. 3.41% No change 26,518 $7.3M
FC Advisory LLC 2.24% Reduce -5.3% 23,866 $7.3M
RVW Wealth, LLC 0.61% Add +14.6% 23,809 $7.2M
Tenret Co LLC 3.94% Add +9.3% 23,756 $7.2M
L & S Advisors Inc 0.81% Reduce -2.5% 23,695 $7.2M
Sand Hill Global Advisors, LLC 0.27% Add +0.4% 23,688 $7.2M
HM Payson & Co. 0.11% Reduce -9.7% 23,675 $7.2M
Advisory Alpha, LLC 0.22% Add +0.8% 23,653 $7.2M
L.M. Kohn & Company 1.93% Add +17.2% 23,601 $7.2M
McIlrath & Eck, LLC 0.82% Add +5.6% 23,586 $7.2M
Heritage Investors Management Corp. 0.23% Reduce -5.5% 23,555 $7.2M
Florida Trust Wealth Management Co 0.22% Add +0.0% 23,508 $7.1M
Custos Family Office, LLC 2.27% Add +9.4% 23,440 $7.1M
Gerber Kawasaki Wealth & Investment Management 0.28% Add +0.6% 23,420 $7.1M
Mackenzie Financial Corp. 0.01% Reduce -18.2% 23,355 $7.1M
Van Strum & Towne Inc. 2.23% Add +0.8% 23,280 $7.1M
Guyasuta Investment Advisors Inc. 0.43% Reduce -12.6% 23,207 $7.1M
Greenhouse Wealth Management, LLC 4.54% Reduce -0.0% 23,176 $7.0M
Acima Private Wealth, LLC 2.40% Add +1.5% 23,144 $7.0M
ABLE Financial Group, LLC 1.69% Reduce -1.7% 23,105 $7.0M
Hancock Whitney Corp. 0.13% Add +560.7% 22,934 $7.0M
Arq Wealth Advisors, LLC 2.38% No change 25,255 $6.9M
Keyes, Stange & Wooten Wealth Management, LLC 3.59% Reduce -4.3% 22,750 $6.9M
Atala Financial Inc 4.74% Add +6.8% 22,595 $6.9M
Stone Summit Wealth LLC 2.12% Add +11.6% 22,553 $6.9M
Rolek Wealth Management LLC 5.91% Reduce -0.3% 22,500 $6.8M
Ausdal Financial Partners, Inc. 0.46% Add +8.1% 22,487 $6.8M
Capital Investment Counsel, LLC 1.06% Reduce -2.6% 22,481 $6.8M
Painted Porch Advisors LLC 2.79% Add +1.0% 22,407 $6.8M
Stevens Capital Partners 2.43% Add +13.5% 21,805 $6.8M
MassMutual Private Wealth & Trust, FSB 0.18% Add +8.1% 22,305 $6.8M
Tyler-Stone Wealth Management 1.09% Reduce -3.4% 22,285 $6.8M
Capital Investment Advisory Services, LLC 0.55% Add +0.7% 22,261 $6.8M
Kingswood Wealth Advisors, LLC 0.53% Add +8.6% 22,245 $6.8M
Pure Portfolios Holdings LLC 2.29% Reduce -11.6% 22,233 $6.8M
Vise Technologies, Inc. 0.28% — 22,216 $6.8M
Scratch Capital LLC 5.43% Add +4.2% 21,953 $6.7M
Equitable Trust Co. 0.33% Add +5.8% 21,907 $6.7M
CX Institutional 0.23% Reduce -41.4% 21,891 $6.7M
Washington Trust Bank 0.56% Add +0.5% 21,868 $6.6M
Snowden Capital Advisors LLC 0.20% Add +3.5% 21,753 $6.6M
QRG Capital Management, Inc. 0.06% Add +22.0% 21,783 $6.6M
Susquehanna Advisors Group, Inc. 0.44% No change 21,775 $6.6M
Advus Financial Partners, LLC 1.69% Reduce -3.4% 21,765 $6.6M
Human Investing LLC 1.04% Add +2.3% 21,652 $6.6M
Allied Investment Advisors, LLC 1.14% Add +44.2% 21,420 $6.5M
Kathleen S. Wright Associates Inc. 2.53% Add +9.9% 21,369 $6.5M
Level Financial Advisors 2.02% Add +12.8% 21,359 $6.5M
Strategic Point Investment Advisors, LLC 1.00% Reduce -1.6% 21,333 $6.5M
Forum Financial Management, LP 0.10% Add +3.7% 21,312 $6.5M
PDS Planning, Inc 0.48% Add +0.9% 21,271 $6.5M
Mitchell Sinkler & Starr 3.09% Add +2.4% 21,210 $6.4M
Integral Investment Advisors, Inc. 1.83% Reduce -18.3% 21,136 $6.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -2.1% 21,136 $6.4M
Marquette Associates, Inc. 6.29% Reduce -0.3% 21,119 $6.4M
Spire Wealth Management 0.23% Reduce -9.7% 21,114 $6.4M
ACT Advisors, LLC. 2.96% Reduce -18.4% 21,040 $6.4M
Atlas Capital Advisors Inc. 0.78% Reduce -35.0% 21,002 $6.4M
Auto-Owners Insurance Co 0.14% Reduce -97.5% 21,000 $6.4M
Paloma Partners Management Co 2.75% Add +138.8% 20,994 $6.4M
ARK & TLK Investments, LLC 2.04% Add +7.6% 20,937 $6.4M
Capital Investment Advisors, LLC 0.11% Add +1.3% 20,927 $6.4M
Fisher Asset Management 0.00% Add +42.0% 20,904 $6.4M
Guardian Wealth Advisors, LLC / NC 0.45% Add +3.9% 20,854 $6.3M
Apollon Financial, LLC 1.32% No change 20,702 $6.3M
Prepared Retirement Institute LLC 3.70% Add +9.3% 20,675 $6.3M
Plan Group Financial, LLC 2.06% Add +1.9% 20,616 $6.3M
Midland Wealth Advisors, LLC 0.35% Add +1.4% 20,597 $6.3M
Astra Wealth Partners LLC 5.02% Add +5.0% 20,455 $6.2M
Cutler Investment Counsel LLC 0.69% Add +2.2% 20,323 $6.2M
Montis Financial, LLC 1.71% Reduce -10.7% 20,258 $6.2M
Balboa Wealth Partners 1.24% Add +2.0% 20,248 $6.2M
Providence First Trust Co 2.16% Add +38.2% 20,153 $6.1M
Harrell Investment Partners, LLC 1.55% Add +3.5% 20,102 $6.1M
Boston Trust Walden Corp 0.04% Add +33.5% 20,023 $6.1M
Wimmer Associates 1, LLC 3.11% Reduce -2.1% 20,020 $6.1M
UMB Bank, n.a. 0.09% Add +0.7% 19,937 $6.1M
Shepherd Kaplan Krochuk, LLC 5.26% Add +42.7% 19,922 $6.1M
Sowell Financial Services LLC 0.25% Add +2.2% 19,858 $6.0M
Parkside Advisors LLC 1.32% Reduce -4.0% 19,764 $6.0M
Westmount Partners, LLC 1.65% Add +81.6% 19,761 $6.0M
Compass Planning Associates Inc 5.51% Reduce -1.5% 19,752 $6.0M
Rehmann Capital Advisory Group 0.36% Reduce -0.3% 19,737 $6.0M
Norris Financial Group, LLC 2.46% Add +46.3% 19,731 $6.0M
Sagespring Wealth Partners, LLC 0.13% Add +0.6% 59,306 $6.0M
Inscription Capital, LLC 0.86% Reduce -5.8% 19,674 $6.0M
SilverOak Wealth Management LLC 1.12% Add +4.1% 19,646 $6.0M
Gilbert & Cook, Inc. 0.80% Reduce -0.8% 19,584 $6.0M
West Paces Advisors Inc. 1.26% Reduce -0.9% 19,496 $5.9M
Syntegra Private Wealth Group, LLC 0.60% Add +8.1% 19,484 $5.9M
Plante Moran Financial Advisors, LLC 0.42% Add +3.2% 19,481 $5.9M
Martin Capital Advisors, LLP 3.83% Reduce -0.5% 19,384 $5.9M
IMA Advisory Services, Inc. 0.63% Add +4.9% 19,379 $5.9M
CVFG LLC 4.67% Add +3.5% 19,373 $5.9M
Mayflower Financial Advisors, LLC 0.82% Reduce -0.4% 19,342 $5.9M
TD Private Client Wealth LLC 0.14% Add +2.4% 19,334 $5.9M
Blume Capital Management, Inc. 1.20% Add +0.2% 19,319 $5.9M
Nations Financial Group Inc, /Ia/ 0.40% Add +1.4% 19,269 $5.9M
Wealthstream Advisors, Inc. 0.97% Reduce -3.7% 19,259 $5.9M
Advocate Group LLC 1.04% Add +0.0% 19,165 $5.8M
Wind River Trust Co 2.32% Reduce -24.0% 19,027 $5.8M
Optima Capital LLC 3.11% Reduce -2.4% 19,003 $5.8M
Black Diamond Financial, LLC 0.89% Reduce -6.6% 18,929 $5.8M
Tarbox Family Office, Inc. 0.86% Reduce -0.7% 18,879 $5.7M
Hurlow Wealth Management Group, Inc. 1.62% Reduce -2.8% 18,854 $5.7M
Wealth Architects, LLC 0.58% Reduce -0.0% 18,741 $5.7M
Abundance Wealth Counselors 1.07% Reduce -2.0% 18,741 $5.7M
DT Investment Partners, LLC 0.51% Reduce -0.5% 18,710 $5.7M
Summit Investment Advisory Services, LLC 2.47% Add +0.8% 18,702 $5.7M
Intelligent Financial Strategies 3.02% Reduce -44.5% 18,646 $5.7M
BOK Financial Private Wealth, Inc. 0.38% Reduce -0.6% 18,644 $5.7M
Arista Wealth Management, LLC 0.79% Add +24.0% 18,688 $5.7M
Naples Global Advisors, LLC 0.49% No change 18,593 $5.7M
NorthCrest Asset Manangement, LLC 0.15% Reduce -2.1% 18,334 $5.6M
Thrive Wealth Management, LLC 0.91% Add +0.1% 18,476 $5.6M
Trek Financial, LLC 0.38% Reduce -9.9% 18,466 $5.6M
Berger Financial Group, Inc 0.36% Add +32.8% 18,442 $5.6M
Evergreen Capital Management LLC 0.17% Add +1.3% 18,385 $5.6M
Fortis Capital Advisors, LLC 0.99% Add +204.7% 18,255 $5.5M
Evercore Wealth Management, LLC 0.09% No change 18,244 $5.5M
Arbor Wealth Advisors LLC 4.49% Reduce -1.6% 18,221 $5.5M
Partners Capital Investment Group, LLP 0.22% Reduce -49.7% 18,213 $5.5M
Sage Financial Group Inc. 0.41% Reduce -1.0% 18,207 $5.5M
Crestwood Advisors Group, LLC 0.10% Reduce -0.6% 18,160 $5.5M
Atlantic Union Bankshares Corp 0.13% Add +304.2% 18,129 $5.5M
Trevian Wealth Management LLC 3.36% Reduce -10.9% 18,116 $5.5M
Durante & Waters, LLC 4.33% Reduce -1.6% 18,094 $5.5M
Rockingstone Advisors LLC 2.89% Add +0.3% 18,060 $5.5M
Traveka Wealth, LLC 2.87% Add +8.3% 17,857 $5.4M
R. W. Roge & Company, Inc. 3.08% Reduce -12.2% 17,841 $5.4M
Flagship Private Wealth, LLC 2.30% Add +0.3% 17,802 $5.4M
Successful Portfolios LLC 3.31% Add +3.7% 17,737 $5.4M
Hudson Value Partners, LLC 1.86% Reduce -27.1% 17,730 $5.4M
Moody LYNN Lieberson & Walker, LLC 0.31% Add +1.6% 17,674 $5.4M
Riverview Capital Advisers, LLC 1.54% Reduce -1.6% 17,671 $5.4M
Moisand Fitzgerald Tamayo, LLC 0.68% Reduce -0.6% 17,642 $5.4M
Kohmann Bosshard Financial Services, LLC 0.60% Add +5.8% 17,596 $5.3M
Howland Capital Management LLC 0.22% Add +0.1% 17,502 $5.3M
Avestar Capital, LLC 0.39% Add +20.0% 17,492 $5.3M
Summit Wealth Group LLC / Co. 1.34% — 17,469 $5.3M
Charis Legacy Partners, LLC 8.76% Reduce -1.0% 17,492 $5.3M
American Financial Advisors, LLC 0.74% Add +17.9% 17,476 $5.3M
Lakeside Advisors, INC. 3.42% No change 17,473 $5.3M
FAS Wealth Partners, Inc. 0.39% Reduce -0.2% 17,416 $5.3M
Apex Wealth Management, LLC 4.25% Add +67.9% 17,414 $5.3M
Kaydan Wealth Management, Inc. 1.73% Add +5.9% 17,381 $5.3M
Prospect Financial Group LLC 5.52% Add +4.5% 17,375 $5.3M
Perennial Advisors, LLC 0.98% Reduce -2.4% 17,374 $5.3M
Bogart Wealth, LLC 0.23% Reduce -1.8% 17,370 $5.3M
Founders Financial Securities LLC 0.40% Reduce -4.4% 17,354 $5.3M
United Services Automobile Association 0.55% Reduce -5.9% 17,310 $5.3M
GWN Securities Inc. 0.97% Reduce -33.4% 17,082 $5.2M
a16z Perennial Management, L.P. 0.43% New 17,160 $5.2M
Rockwood Wealth Management, LLC 0.46% Add +6.5% 17,127 $5.2M
Csenge Advisory Group 0.27% Reduce -4.7% 17,946 $5.2M
EdgeRock Capital LLC 1.64% New 17,060 $5.2M
Insigneo Advisory Services, LLC 0.44% Add +1.1% 17,011 $5.2M
Meritage Portfolio Management 0.33% Add +0.3% 17,009 $5.2M
BTC Capital Management, Inc. 0.42% Reduce -7.8% 16,958 $5.2M
Gitterman Wealth Management, LLC 1.20% Add +5.8% 16,927 $5.1M
Resonant Capital Advisors, LLC 0.33% Reduce -2.1% 16,843 $5.1M
West Financial Advisors, LLC 0.89% Reduce -8.3% 16,802 $5.1M
Coyle Financial Counsel LLC 1.36% Reduce -1.9% 16,762 $5.1M
Old National Bancorp 0.09% Add +17.2% 16,750 $5.1M
Studio Investment Management LLC 1.02% Add +3.9% 16,675 $5.1M
Cannell & Spears LLC 0.10% Add +0.3% 16,712 $5.1M
Fort Point Capital Partners LLC 0.51% Add +48.9% 16,659 $5.1M
GTS Securities LLC 0.23% New 16,700 $5.1M
iA Global Asset Management Inc. 0.08% Add +40.5% 16,696 $5.1M
Quartz Partners, LLC 2.32% Add +61.7% 16,688 $5.1M
Professional Financial Advisors, LLC 1.17% Reduce -49.4% 16,656 $5.1M
Legacy Financial Advisors, Inc. 0.79% Add +8.7% 16,634 $5.1M
Trademark Financial Management, LLC 3.09% Add +0.4% 16,622 $5.1M
PKS Advisory Services, LLC 1.25% Add +10.0% 16,607 $5.0M
Capital Advisors Wealth Management, LLC 0.79% Reduce -1.8% 16,539 $5.0M
Gateway Wealth Partners, LLC 0.95% Add +11.9% 16,513 $5.0M
Quarry Hill Advisors, LLC 2.92% Add +4.5% 16,495 $5.0M
Von Berge Wealth Management Group, LLC 2.81% Add +1.5% 16,179 $5.0M
Wescott Financial Advisory Group, LLC 0.48% Add +277.9% 16,474 $5.0M
Prodigy Asset Management LLC 3.27% Add +18.9% 16,443 $5.0M
LaSalle St. Investment Advisors, LLC 1.37% Reduce -89.6% 16,443 $5.0M
Tritonpoint Wealth, LLC 0.46% Add +12.8% 16,351 $5.0M
Richmond Investment Services, LLC 1.05% Add +119.5% 16,398 $5.0M
SeaCrest Wealth Management, LLC 0.54% Reduce -1.5% 16,375 $5.0M
Fort Henry Capital, LLC 3.33% Add +4.8% 16,322 $5.0M
Friday Financial 2.52% Add +112.0% 16,318 $5.0M
Strategic Financial Planning, Inc. 3.09% Reduce -0.1% 16,317 $5.0M
Strid Group, LLC 0.70% Reduce -2.9% 16,284 $4.9M
Cerity Partners OCIO LLC 0.27% New 16,250 $4.9M
City Holding Co. 0.65% Add +4.3% 16,217 $4.9M
Five Pine Wealth Management 3.65% Add +4.5% 16,207 $4.9M
Gries Financial LLC 0.90% Add +3.7% 16,179 $4.9M
Selective Wealth Management, Inc. 1.80% Add +14.4% 15,990 $4.9M
Sterling Capital Management LLC 0.07% Reduce -0.1% 16,165 $4.9M
First National Advisers, LLC 0.72% Add +5.7% 16,161 $4.9M
Verum Partners LLC 1.13% Add +1433.6% 16,087 $4.9M
R.H. Investment Group, LLC 4.48% Add +22.6% 16,069 $4.9M
United Bank 0.58% No change 16,000 $4.9M
D.B. Root & Company, LLC 1.43% Reduce -5.6% 15,924 $4.8M
Lam Group, Inc. 3.23% Reduce -1.9% 15,907 $4.8M
Harbor Asset Planning, Inc. 4.61% — 15,890 $4.8M
Flagstar Securities, Inc. 1.34% Add +0.6% 15,835 $4.8M
Arete Wealth Advisors, LLC 0.34% Reduce -3.9% 15,881 $4.8M
JFG Wealth Management, LLC 1.01% Add +2.3% 15,820 $4.8M
Claro Advisors Inc. 0.79% Reduce -7.6% 15,686 $4.8M
Whittier Trust Co. 0.06% Reduce -0.7% 15,675 $4.8M
American Trust 0.45% Add +84.8% 15,646 $4.8M
Rf&l Wealth Management, LLC 3.06% Reduce -0.8% 15,615 $4.7M
Diversified Enterprises, LLC 0.35% Add +41.7% 15,603 $4.7M
Faithward Advisors, LLC 0.74% Add +6.3% 15,585 $4.7M
Vicus Capital 0.39% Add +19.8% 15,578 $4.7M
SOL Capital Management CO 0.46% Reduce -18.8% 15,529 $4.7M
Valley Financial Group, Inc. 2.85% Reduce -3.7% 15,485 $4.7M
Mitchell McLeod Pugh & Williams Inc. 0.87% Add +3.8% 15,438 $4.7M
Intrua Financial, LLC 0.67% Reduce -2.5% 15,421 $4.7M
CogentBlue Wealth Advisors, LLC 3.59% Add +1.1% 15,409 $4.7M
Hanson & Doremus Investment Management 0.63% Reduce -1.5% 15,404 $4.7M
Journey Strategic Wealth LLC 0.15% Reduce -8.1% 15,390 $4.7M
Pps&v Asset Management Consultants, Inc. 2.94% Add +3.6% 15,356 $4.7M
Midwestern Financial, LLC 4.37% — 15,349 $4.7M
Bluestem Financial Advisors, LLC 1.99% Reduce -1.9% 15,242 $4.6M
Lokken Investment Group LLC 1.78% Reduce -12.3% 15,210 $4.6M
Foresight Capital Management Advisors, Inc. 2.69% Add +2.6% 15,183 $4.6M
Tandem Investment Partners LLC 4.01% Reduce -0.5% 15,133 $4.6M
NavPoint Financial, Inc. 2.77% Add +1.8% 15,113 $4.6M
Innealta Capital, LLC 2.42% Add +106.2% 15,103 $4.6M
James J. Burns & Company, LLC 0.75% Reduce -1.1% 15,097 $4.6M
Keener Financial Planning LLC 2.28% Add +19.2% 15,044 $4.6M
Integrity Alliance, Llc. 0.25% Reduce -17.8% 14,991 $4.6M
Kestra Investment Management, LLC 0.14% Reduce -39.9% 14,985 $4.6M
WealthBridge Capital Management, LLC 1.15% Reduce -0.8% 14,977 $4.6M
Bright Financial Advisors, Inc. 2.53% Reduce -1.5% 14,973 $4.6M
Iron Gate Global Advisors LLC 0.51% Reduce -0.0% 14,883 $4.5M
Palisade Asset Management, LLC 0.45% No change 14,925 $4.5M
Marino, Stram & Associates LLC 0.91% Add +17.9% 14,851 $4.5M
Fifth Third Wealth Advisors LLC 0.19% Reduce -36.3% 14,828 $4.5M
Shakespeare Wealth Management, LLC 1.20% Reduce -0.2% 14,810 $4.5M
Larson Financial Group LLC 0.18% Add +14.6% 14,791 $4.5M
Fingerlakes Wealth Management, Inc. 3.35% Reduce -1.1% 14,786 $4.5M
Elite Financial, Inc. 2.21% Add +31.8% 14,469 $4.5M
Private Wealth Partners, LLC 0.35% Reduce -4.1% 14,750 $4.5M
Rothschild Investment LLC 0.28% Reduce -1.7% 14,641 $4.4M
Stonebridge Financial Group, LLC 0.43% Add +13.4% 14,574 $4.4M
Blue Edge Capital, LLC 0.66% No change 14,561 $4.4M
DKM Wealth Management, Inc. 3.81% Add +0.5% 14,542 $4.4M
SouthState Bank Corp 0.19% Reduce -30.8% 14,499 $4.4M
Kendall Capital Management 1.17% Add +1.8% 14,499 $4.4M
BNC Wealth Management, LLC 1.31% Add +1.4% 14,497 $4.4M
Councilmark Asset Management, LLC 2.79% No change 14,480 $4.4M
Aegis Wealth Management LLC 2.63% No change 15,984 $4.4M
Strategies Wealth Advisors, LLC 0.47% Add +5.0% 14,287 $4.3M
Gerber, LLC 3.05% Reduce -5.2% 14,285 $4.3M
Legal Advantage Investments, Inc. 2.02% Add +0.1% 14,199 $4.3M
Forza Wealth Management, LLC 1.77% Add +10.4% 14,192 $4.3M
Hills Bank & Trust Co 0.27% Reduce -1.7% 14,162 $4.3M
LRI Investments, LLC 0.37% Add +2.4% 14,159 $4.3M
Sylvest Advisors, LLC 2.48% Reduce -3.8% 14,150 $4.3M
Serenus Wealth Advisors, LLC 0.73% Add +66.9% 23,004 $4.3M
DBK Financial Counsel, LLC 3.89% Reduce -1.8% 14,141 $4.3M
Single Point Partners, LLC 0.94% Add +0.7% 14,099 $4.3M
Indiana Trust & Investment Management Co 1.42% No change 14,124 $4.3M
Caldwell Trust Co 0.43% Add +2.5% 14,105 $4.3M
Narus Financial Partners, LLC 1.34% Add +3.0% 14,105 $4.3M
Aries Wealth Management 1.11% Add +27.8% 14,039 $4.3M
O'ROURKE & COMPANY, Inc 1.99% Add +1.6% 14,038 $4.3M
Values Added Financial LLC 2.06% Reduce -1.6% 13,985 $4.3M
Smith Salley Wealth Management 0.25% Reduce -1.6% 13,977 $4.2M
Long Run Wealth Advisors, LLC 0.89% Reduce -5.6% 13,966 $4.2M
Hilltop Holdings Inc. 0.27% Add +0.7% 13,953 $4.2M
Foguth Wealth Management, LLC. 0.90% Reduce -43.3% 13,906 $4.2M
Neuberger Berman Group LLC 0.00% Add +3.0% 13,905 $4.2M
Milestone Investment Advisors LLC 1.10% Reduce -0.0% 13,886 $4.2M
Nicolet Bankshares Inc. 0.73% Add +106.8% 13,868 $4.2M
Meridian Wealth Partners, LLC 0.61% Reduce -0.5% 13,855 $4.2M
Cantor Fitzgerald Investment Advisors L.P. 0.30% Add +7.4% 13,855 $4.2M
Acorn Wealth Advisors, LLC 1.56% Add +50.7% 13,791 $4.2M
Bear Mountain Capital, Inc. 1.50% Reduce -2.0% 13,530 $4.2M
Tandem Wealth Advisors LLC 2.06% Reduce -5.8% 13,705 $4.2M
Absolute Capital Management, LLC 2.09% Add +4.2% 13,673 $4.2M
Peak Retirement Planning, Inc. 1.67% Add +56.0% 13,624 $4.1M
Cynosure Group, LLC 0.47% Reduce -5.3% 13,611 $4.1M
Fulton Bank, N.A. 0.15% Reduce -0.0% 13,608 $4.1M
First National Bank of Omaha 0.27% Reduce -8.3% 13,599 $4.1M
First Manhattan Co. Llc. 0.01% Add +29.5% 13,476 $4.1M
Sentry LLC 0.82% Reduce -2.2% 13,512 $4.1M
Francis Financial, Inc. 0.95% Add +13.7% 13,496 $4.1M
Blueprint Investment Partners LLC 0.73% New 13,502 $4.1M
IMS Capital Management 1.92% Add +3.1% 13,489 $4.1M
White Lighthouse Investment Management Inc. 0.67% Add +1.3% 13,477 $4.1M
Clifford Swan Investment Counsel LLC 0.14% Add +40.6% 13,471 $4.1M
Avant Capital LLC 3.17% Add +2.6% 13,459 $4.1M
Guidance Capital, Inc. 1.16% Add +4.4% 13,342 $4.1M
Pinnacle Financial Group, LLC / IL 1.36% Reduce -1.4% 13,388 $4.1M
Biltmore Family Office, LLC 0.69% Add +0.1% 13,367 $4.1M
CIBC Asset Management Inc 0.01% Add +3.5% 13,663 $4.1M
First National Bank of Mount Dora, Trust Investment Services 0.92% Add +7.8% 13,356 $4.1M
Christopher J. Hasenberg, Inc 1.51% Add +171.0% 13,347 $4.1M
TruNorth Capital Management, LLC 0.90% No change 13,311 $4.0M
Woodside Wealth Management LLC 3.48% Add +1.3% 13,310 $4.0M
Washington Trust Advisors, Inc. 0.33% Add +0.4% 13,309 $4.0M
Anderson Hoagland & Co. 0.39% Reduce -1.9% 13,287 $4.0M
Coordinated Financial Services, Inc. 2.83% — 13,277 $4.0M
True North Advisors, LLC 0.77% Add +0.1% 13,168 $4.0M
First Citizens Financial Corp 2.20% Add +8.2% 13,143 $4.0M
Letson Investment Management, Inc. 1.58% No change 13,125 $4.0M
Advisors Capital Management, LLC 0.06% Add +12.8% 13,108 $4.0M
Lantern Wealth Advisors, LLC 2.37% — 13,107 $4.0M
Bryn Mawr Trust Advisors, LLC 0.22% Reduce -6.1% 13,102 $4.0M
Consolidated Portfolio Review Corp 0.55% Reduce -5.0% 13,101 $4.0M
Silvercrest Asset Management Group LLC 0.03% Add +1.3% 13,091 $4.0M
Cambria Investment Management, L.P. 0.27% Add +9.8% 13,070 $4.0M
Crewe Advisors LLC 0.56% Reduce -15.9% 13,056 $4.0M
Twin Lakes Capital Management, LLC 2.41% No change 13,048 $4.0M
Ashton Thomas Private Wealth, LLC 0.14% Reduce -6.7% 13,000 $4.0M
Embree Financial Group 0.60% Reduce -1.3% 13,038 $4.0M
First Trust Advisors LP 0.00% Reduce -2.1% 13,024 $4.0M
Clear Creek Financial Management, LLC 0.38% Add +3.4% 12,979 $3.9M
Pegasus Asset Management, Inc. 1.35% Reduce -0.6% 12,949 $3.9M
Fiduciary Alliance LLC 0.29% Add +52.9% 12,919 $3.9M
Mallini Complete Financial Planning LLC 5.65% Add +1.9% 128,684 $3.9M
Red Door Wealth Management, LLC 0.47% Reduce -3.8% 12,862 $3.9M
Cherry Tree Wealth Management, LLC 0.91% Reduce -1.6% 12,856 $3.9M
High Net Worth Advisory Group LLC 1.03% Add +11.9% 12,824 $3.9M
Keel Point, LLC 0.26% Reduce -1.8% 12,827 $3.9M
Investment Advisory Group, LLC 1.18% Add +6.0% 12,805 $3.9M
Quadcap Wealth Management, LLC 0.49% Reduce -4.9% 12,795 $3.9M
Fiduciary Group, LLC 0.37% Reduce -5.7% 12,785 $3.9M
Moors & Cabot, Inc. 0.18% Add +7.8% 12,759 $3.9M
TFB Advisors LLC 1.01% Reduce -2.7% 12,748 $3.9M
Mattern Wealth Management LLC 0.81% Reduce -1.3% 12,737 $3.9M
Diametric Capital, LP 2.06% New 12,700 $3.9M
Prelude Capital Management, LLC 0.38% Add +49.7% 12,700 $3.9M
Exchange Bank 3.04% Reduce -1.3% 12,657 $3.8M
Capital Insight Partners, LLC 0.67% Reduce -0.9% 12,629 $3.8M
Brown Brothers Harriman & Co. 0.02% Add +75.9% 12,626 $3.8M
Nikulski Financial, Inc. 1.05% Reduce -3.0% 12,618 $3.8M
Index Fund Advisors, Inc. 0.22% Add +0.3% 12,603 $3.8M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.81% Add +93.6% 12,594 $3.8M
Blueprint Financial Advisors LLC 1.22% New 12,550 $3.8M
Charter Oak Capital Management, LLC 0.32% Reduce -3.3% 12,537 $3.8M
Brown Miller Wealth Management, LLC 1.18% Add +4.7% 12,533 $3.8M
626 Financial, LLC 1.78% Reduce -1.7% 12,495 $3.8M
Compass Capital Corp. /Ma/ 1.78% Reduce -3.7% 12,416 $3.8M
HBW Advisory Services LLC 0.47% Add +10.3% 12,422 $3.8M
BLB&B Advisors, LLC 0.18% Add +15.5% 12,389 $3.8M
Boston Research & Management Inc. 0.90% No change 12,380 $3.8M
Treasure Coast Financial Planning 2.19% Reduce -7.3% 12,360 $3.8M
SC&H Financial Advisors, Inc. 0.64% Add +6.5% 12,345 $3.8M
Avalon Trust Co 0.27% Add +108.9% 12,326 $3.7M
Legacy Wealth Management, LLC / MS 1.14% Reduce -4.0% 12,324 $3.7M
Hohimer Wealth Management, LLC 0.67% Add +5.8% 12,317 $3.7M
Whittier Trust Co. of Nevada Inc. 0.08% Add +18.2% 12,299 $3.7M
Hendershot Investments Inc. 0.50% No change 12,295 $3.7M
Drive Wealth Management, LLC 0.82% Reduce -1.9% 12,257 $3.7M
Lazari Capital Management, Inc. 1.41% Add +0.0% 12,287 $3.7M
Victory Financial Group, LLC 0.59% Reduce -14.4% 12,266 $3.7M
Financial Strategies Group, Inc. 0.78% Reduce -0.3% 12,120 $3.7M
Tyche Wealth Partners LLC 0.75% Add +12.9% 12,221 $3.7M
Hoese & Co LLP 2.99% Reduce -5.2% 12,206 $3.7M
Kiley Juergens Wealth Management, LLC 0.85% Add +13.9% 12,183 $3.7M
BCS Wealth Management 0.80% Add +4.1% 12,178 $3.7M
First Citizens Bank & Trust Co. 0.07% Reduce -4.7% 12,168 $3.7M
Mad River Investors 1.65% No change 12,122 $3.7M
Geometric Wealth Advisors 0.55% Add +3.0% 12,116 $3.7M
HC Advisors, LLC 2.60% Add +2.5% 12,114 $3.7M
Heritage Financial Services, LLC 0.35% Reduce -12.7% 12,107 $3.7M
Hardin Capital Partners, LLC 2.16% Add +10.8% 12,106 $3.7M
Atlas Legacy Advisors, LLC 0.81% Add +32.7% 12,101 $3.7M
DMKC Advisory Services, LLC 1.92% Add +185.9% 11,874 $3.7M
Boyum Wealth Architects LLC 2.70% Add +9.8% 12,058 $3.7M
Stonegate Investment Group, LLC 0.09% Add +0.4% 12,038 $3.7M
SeaBridge Investment Advisors LLC 0.68% Reduce -13.5% 12,007 $3.6M
Decker Retirement Planning Inc. 2.10% Add +1.5% 11,944 $3.6M
Quadrant Private Wealth Management, LLC 0.75% Add +120.4% 11,902 $3.6M
Bridgewealth Advisory Group, LLC 0.92% Add +97.4% 11,936 $3.6M
Mayfair Advisory Group, LLC 1.69% Add +2.9% 11,448 $3.6M
Pettyjohn, Wood & White, Inc. 0.64% No change 11,783 $3.6M
Lion Street Advisors, LLC 1.08% Add +3.3% 11,744 $3.6M
Smartleaf Asset Management LLC 0.31% Reduce -2.5% 11,711 $3.6M
American Institute for Advanced Investment Management, LLP 2.51% Reduce -0.4% 11,677 $3.5M
Carl P. Sherr & Co., LLC 1.79% Reduce -0.0% 11,659 $3.5M
Madrona Financial Services, LLC 0.85% Reduce -3.0% 11,653 $3.5M
Beaumont Financial Advisors, LLC 0.26% Reduce -1.9% 11,630 $3.5M
MCF Advisors LLC 0.23% Reduce -5.3% 11,572 $3.5M
Roehl & Yi Investment Advisors, LLC 1.80% Add +51.6% 38,642 $3.5M
Peirce Capital Management, LLC 1.55% Add +193.0% 11,531 $3.5M
Everstar Asset Management, LLC 2.14% Reduce -2.6% 11,520 $3.5M
JNBA Financial Advisors 0.34% Add +11.3% 11,515 $3.5M
Bragg Financial Advisors, Inc 0.12% Reduce -2.0% 11,457 $3.5M
Madden Advisory Services, Inc. 1.48% Add +0.7% 11,444 $3.5M
Yoder Wealth Management, Inc. 1.81% Reduce -0.3% 11,409 $3.5M
Certified Advisory Corp 0.36% Add +30.3% 11,378 $3.5M
Gallacher Capital Management LLC 1.60% Reduce -15.9% 11,349 $3.4M
Signal Tree Financial Partners LLC 2.97% Reduce -6.4% 11,348 $3.4M
Kwmg, LLC 0.32% Reduce -1.5% 11,328 $3.4M
Cadence Bank 0.23% Add +0.4% 11,312 $3.4M
PBMares Wealth Management LLC 0.63% Add +0.4% 11,306 $3.4M
National Wealth Management Group, LLC 1.92% Add +1.3% 11,286 $3.4M
Traynor Capital Management, Inc. 0.24% Add +8.7% 11,281 $3.4M
Professional Advisory Services Inc. 0.42% No change 11,260 $3.4M
Miller Investment Management, LP 0.36% Reduce -0.2% 11,232 $3.4M
ALM First Financial Advisors, LLC 0.74% No change 14,000 $3.4M
Money Concepts Capital Corp. 0.23% Add +1.1% 11,176 $3.4M
Walkner Condon Financial Advisors LLC 0.63% Add +44.2% 11,173 $3.4M
Voya Financial Advisors, Inc. 0.34% Add +2.6% 11,187 $3.4M
Creekside Partners 1.61% Add +2.9% 11,155 $3.4M
Mainsail Asset Management, LLC 2.09% Reduce -0.2% 11,136 $3.4M
Pinnacle Bancorp, Inc. 1.04% Add +7.9% 11,133 $3.4M
YHB Investment Advisors, Inc. 0.26% Add +14.7% 11,123 $3.4M
Synergy Investment Management, LLC 2.04% Reduce -6.9% 11,122 $3.4M
PCA Investment Advisory Services Inc. 1.42% New 11,098 $3.4M
Soltis Investment Advisors LLC 0.26% Add +5.5% 11,081 $3.4M
Christensen, King & Associates Investment Services, Inc. 1.54% Add +0.3% 11,053 $3.4M
Barton Investment Management 0.35% Reduce -5.7% 11,052 $3.4M
Beam Wealth Advisors, Inc. 1.00% Add +4.4% 11,026 $3.4M
Lumbard & Kellner, LLC 1.46% Reduce -3.3% 11,020 $3.3M
Nicholson Wealth Management Group, LLC 2.06% Add +0.6% 10,994 $3.3M
Aurelius Family Office LLC 1.57% Reduce -0.2% 10,935 $3.3M
Ledyard National Bank 0.31% Reduce -9.9% 10,919 $3.3M
Maseco LLP 0.13% — 10,908 $3.3M
Renasant Bank 2.21% No change 10,907 $3.3M
Luminist Capital LLC 3.29% Add +8287.7% 10,904 $3.3M
Leo Wealth, LLC 0.26% Add +19.8% 10,895 $3.3M
Howard Financial Services, LTD. 0.43% No change 10,887 $3.3M
Cooper Financial Group 0.39% Reduce -5.2% 10,850 $3.3M
Novem Group 0.42% Reduce -2.9% 10,847 $3.3M
Lakewood Asset Management LLC 2.20% Add +0.1% 10,824 $3.3M
RFP Financial Group LLC 1.36% Reduce -0.9% 10,816 $3.3M
FF Advisors,LLC 1.71% Reduce -0.2% 10,809 $3.3M
Bare Financial Services, Inc 1.11% Reduce -1.6% 10,783 $3.3M
Grove Bank & Trust 0.41% Add +0.1% 10,775 $3.3M
Catalyst Financial Partners LLC 0.36% Add +13.7% 10,740 $3.3M
Cascade Investment Advisors, Inc. 2.10% Add +10.9% 10,739 $3.3M
Wells Trecaso Financial Group, LLC 1.00% Add +4.5% 10,704 $3.3M
Sulzberger Capital Advisors, Inc. 3.80% Reduce -17.1% 10,676 $3.2M
Mission Creek Capital Partners, Inc. 0.72% Reduce -6.3% 10,662 $3.2M
Lodestone Wealth Management LLC 1.58% Add +0.3% 10,660 $3.2M
Autumn Glory Partners, LLC 1.51% Add +7.3% 10,642 $3.2M
Security National Bank 0.56% Add +3.4% 10,637 $3.2M
Outfitters Financial LLC 2.75% Add +3.9% 10,624 $3.2M
Bedel Financial Consulting, Inc. 0.44% Add +3.5% 10,624 $3.2M
Anchor Investment Management, LLC 0.28% Reduce -6.4% 10,623 $3.2M
BancFirst Trust & Investment Management 1.50% Reduce -0.5% 10,635 $3.2M
Renaissance Technologies 0.00% Add +65.6% 10,600 $3.2M
New Republic Capital, LLC 1.14% Add +40.3% 10,562 $3.2M
Icon Wealth Advisors, LLC 0.23% Reduce -7.5% 10,587 $3.2M
Marotta Asset Management 0.64% Reduce -15.0% 10,567 $3.2M
Waterloo Capital, L.P. 0.26% Reduce -0.8% 10,557 $3.2M
Altura Wealth Advisors Inc. 1.79% Add +18.8% 10,532 $3.2M
Avantax Planning Partners, Inc. 0.10% Reduce -2.1% 10,518 $3.2M
Nicolet Advisory Services, LLC 0.27% Add +144.9% 10,448 $3.2M
J Hagan Capital, Inc. 2.16% Reduce -10.8% 10,321 $3.2M
Lee, Kelleher & Klein Wealth Management 2.12% No change 10,504 $3.2M
W1M Asset Management Ltd 0.24% New 10,498 $3.2M
Fairway Wealth LLC 1.02% Add +0.9% 10,496 $3.2M
Rialto Wealth Management, LLC 0.89% Add +3.6% 10,495 $3.2M
Centricity Wealth Management, LLC 2.55% Add +0.2% 10,479 $3.2M
Arbor Investment Advisors, LLC 0.41% Add +8.9% 10,427 $3.2M
Winch Advisory Services, LLC 0.77% Add +0.2% 10,426 $3.2M
Bridge Generations Wealth Management LLC 1.91% Add +34.8% 10,366 $3.2M
SwitchPoint Financial Planning, LLC 2.58% No change 10,351 $3.1M
SteelPeak Wealth, LLC 0.12% Reduce -72.2% 10,304 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +3.2% 10,291 $3.1M
Matauro, LLC 0.59% Reduce -7.6% 10,286 $3.1M
Nvwm, LLC 0.75% Reduce -28.4% 10,273 $3.1M
Simplicity Wealth,LLC 0.13% Add +35.8% 10,272 $3.1M
Ames National Corp. 2.02% No change 10,269 $3.1M
Arcus Capital Partners, LLC 1.35% Add +0.6% 10,260 $3.1M
Strategic Financial Partners, Ltd. 1.45% Reduce -1.5% 10,258 $3.1M
Canvas Wealth Advisors, LLC 0.61% Add +9.3% 9,916 $3.1M
Visionary Wealth Advisors 0.16% Add +10.3% 10,178 $3.1M
Lee Financial Co 0.44% Add +0.5% 10,150 $3.1M
Aspire Growth Partners LLC 2.52% Reduce -0.8% 10,136 $3.1M
Berkeley Capital Partners, LLC 0.78% Reduce -0.5% 10,130 $3.1M
Members Trust Co 0.11% Reduce -26.4% 10,125 $3.1M
Crux Wealth Advisors 1.31% Reduce -16.3% 10,112 $3.1M
Sound Stewardship, LLC 1.58% Add +14.8% 10,095 $3.1M
Piedmont Capital Management, LLC 1.77% Reduce -0.1% 10,093 $3.1M
One Charles Private Wealth Services, LLC 0.86% Reduce -1.2% 10,088 $3.1M
Royal Fund Management, LLC 0.33% Add +1.1% 10,062 $3.1M
Advisors Management Group Inc. 0.58% Reduce -1.8% 10,061 $3.1M
Kennicott Capital Management LLC 1.74% No change 10,013 $3.0M
Princeton Global Asset Management LLC 0.55% Reduce -3.8% 10,012 $3.0M
Gradient Investments LLC 0.06% Add +8.0% 9,972 $3.0M
Priebe Wealth Holdings LLC 2.62% Reduce -7.3% 9,951 $3.0M
Sound Income Strategies, LLC 0.17% Add +14.4% 9,947 $3.0M
Archer Investment Corp 0.72% Reduce -0.9% 9,926 $3.0M
Eagle Rock Investment Company, LLC 0.48% Add +0.3% 9,913 $3.0M
Meredith Wealth Planning 1.09% Add +9.1% 9,911 $3.0M
Kaufman Rossin Wealth, LLC 1.90% Add +151.2% 9,865 $3.0M
Peapack Gladstone Financial Corp. 0.04% Add +0.6% 9,863 $3.0M
Dagco, Inc. 0.84% Reduce -0.2% 9,860 $3.0M
Clarendon Private LLC 2.88% Reduce -6.2% 9,849 $3.0M
Roof Eidam Maycock Peralta, LLC 0.74% No change 9,826 $3.0M
Ashton Thomas Securities, LLC 0.72% Reduce -0.0% 9,806 $3.0M
Tillman Hartley LLC 0.84% Add +1823.1% 27,269 $3.0M
Werba Rubin Papier Wealth Management 0.56% Add +0.3% 9,785 $3.0M
Paladin Advisory Group, LLC 2.27% Add +0.0% 9,769 $3.0M
HTG Investment Advisors, Inc. 1.10% Reduce -1.0% 9,761 $3.0M
Summit Global Investments 0.17% Add +6.5% 9,741 $3.0M
180 Wealth Advisors, LLC 0.41% Reduce -0.7% 9,687 $2.9M
Pinion Investment Advisors, LLC 1.01% Reduce -56.3% 9,660 $2.9M
CCG Wealth Management, LLC 1.54% Reduce -24.8% 9,625 $2.9M
BOS Asset Management, LLC 0.94% Add +3.5% 9,617 $2.9M
Burns Matteson Capital Management, LLC 1.41% Add +9.4% 9,613 $2.9M
Manchester Capital Management LLC 0.38% Reduce -44.9% 9,585 $2.9M
Avos Capital Management, LLC 1.66% Add +33.7% 9,577 $2.9M
Thompson Investment Management, Inc. 0.41% Reduce -0.2% 9,541 $2.9M
Aviance Capital Partners, LLC 0.38% Add +0.2% 9,504 $2.9M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +9.2% 9,500 $2.9M
TriaGen Wealth Management LLC 0.87% Add +0.9% 9,496 $2.9M
Johnson Bixby & Associates, LLC 0.40% Reduce -0.8% 9,486 $2.9M
Parkworth Wealth Management, Inc. 2.07% Add +9.6% 9,451 $2.9M
DecisionPoint Financial, LLC 0.73% Add +97.2% 9,447 $2.9M
LongView Wealth Management 0.87% Add +7.2% 9,433 $2.9M
S&T Bank 0.87% No change 9,397 $2.9M
Investment Advisory Services Inc. /TX 0.95% Add +0.5% 9,348 $2.8M
Farmers & Merchants Investments Inc. 0.08% Reduce -0.2% 9,332 $2.8M
Parkside Financial Bank & Trust 0.31% Reduce -4.2% 9,309 $2.8M
Independence Financial Advisors, LLC 1.10% No change 9,298 $2.8M
Tower Wealth Partners, Inc. 1.67% Add +3.6% 9,277 $2.8M
Fee-Only Financial Planning, L.C. 1.74% Add +1.6% 9,264 $2.8M
Fairman Group, LLC 2.31% Reduce -0.1% 9,219 $2.8M
Trifecta Capital Advisors, LLC 0.47% Add +4.3% 9,233 $2.8M
Inspire Advisors, LLC 0.29% Add +10.7% 9,221 $2.8M
Continental Investors Services, Inc. 5.03% Reduce -1.1% 9,208 $2.8M
Columbus Macro, LLC 0.34% Reduce -34.4% 9,199 $2.8M
Fonville Wealth Management LLC 0.71% Add +20.8% 9,184 $2.8M
Jordan Park Group LLC 0.18% Reduce -8.5% 9,194 $2.8M
Caitlin John, LLC 2.54% Add +71.9% 9,177 $2.8M
Councilor Wealth, LLC 1.30% No change 9,170 $2.8M
Daymark Wealth Partners, LLC 0.11% Reduce -5.2% 9,148 $2.8M
Jackson, Grant Investment Advisers, Inc. 1.02% Reduce -0.6% 9,108 $2.8M
Moseley Investment Management Inc. 0.95% Add +8.4% 9,036 $2.7M
Clarus Wealth Advisors 1.27% Add +47.3% 8,982 $2.7M
WPWealth LLP 0.49% Reduce -0.0% 9,029 $2.7M
Alpha Omega Wealth Management LLC 0.49% Reduce -1.1% 9,008 $2.7M
Brio Consultants, LLC 0.40% Reduce -21.8% 8,995 $2.7M
EagleClaw Capital Managment, LLC 0.41% Add +2.3% 8,932 $2.7M
One Wealth Management Investment & Advisory Services, LLC 3.49% Add +2.6% 8,926 $2.7M
Yoffe Investment Management, LLC 3.70% No change 8,908 $2.7M
McAdam, LLC 0.15% Reduce -7.3% 8,861 $2.7M
Covestor Ltd 1.59% Add +37.4% 8,848 $2.7M
Tocqueville Asset Management L.P. 0.04% Add +0.3% 8,847 $2.7M
NCM Capital Management, LLC 1.10% No change 8,846 $2.7M
Cornerstone Financial Group, LLC 2.29% Add +7.4% 8,845 $2.7M
Kavar Capital Partners Group, LLC 0.39% Add +0.7% 8,819 $2.7M
Tempus Wealth Planning, LLC 0.67% No change 8,802 $2.7M
First Command Advisory Services, Inc. 0.02% Reduce -0.0% 8,791 $2.7M
SkyOak Wealth, LLC 0.54% Add +1.6% 8,790 $2.7M
WNY Asset Management, LLC 0.29% Add +50.7% 8,785 $2.7M
Financial Symmetry Inc 1.38% Reduce -2.5% 8,785 $2.7M
Cedar Mountain Advisors, LLC 0.55% No change 8,767 $2.7M
Alpha Cubed Investments, LLC 0.10% Reduce -6.2% 8,732 $2.7M
Ascent Group, LLC 0.10% Add +24.3% 8,731 $2.7M
ICONIQ Capital, LLC 0.04% No change 8,711 $2.6M
Brandywine Oak Private Wealth LLC 0.24% Add +18.2% 8,678 $2.6M
Fulton Breakefield Broenniman LLC 0.18% Reduce -1.3% 8,644 $2.6M
J. L. Bainbridge & Co., Inc. 0.24% No change 8,615 $2.6M
FinDec Wealth Services, Inc. 2.73% Reduce -24.2% 8,603 $2.6M
Paragon Private Wealth Management, LLC 1.03% Reduce -11.2% 8,537 $2.6M
Calamos Wealth Management LLC 0.11% Add +10.6% 8,528 $2.6M
Alerus Financial NA 0.19% New 8,494 $2.6M
ORG Partners LLC 0.57% Reduce -2.5% 8,492 $2.6M
CMG Global Holdings, LLC 1.36% Reduce -34.2% 8,218 $2.6M
Everest Private Wealth 1.85% Add +4.0% 8,470 $2.6M
Clearstead Trust, LLC 0.49% Reduce -0.4% 8,468 $2.6M
Greenfield Savings Bank 1.16% Add +0.3% 8,402 $2.6M
Silverlake Wealth Management LLC 0.75% Add +16.4% 8,396 $2.6M
Five Oceans Advisors 1.09% Add +0.3% 8,393 $2.6M
Strategic Financial Services, Inc. 0.14% Reduce -1.4% 8,366 $2.5M
First National Trust Co 0.10% Add +6.1% 8,363 $2.5M
Yeomans Consulting Group, Inc. 1.05% Add +1.2% 8,362 $2.5M
Eldridge Investment Advisors, Inc. 0.53% Reduce -3.4% 8,358 $2.5M
Gentry Private Wealth, LLC 1.94% Reduce -1.9% 8,352 $2.5M
Fortress Wealth Management, Inc. 1.22% Reduce -0.1% 8,296 $2.5M
Tacita Capital Inc 1.62% Reduce -0.3% 8,276 $2.5M
Cascade Wealth Advisors, Inc 1.42% Add +1.3% 8,032 $2.5M
Aquire Wealth Advisors, LLC 0.68% Add +1.1% 8,268 $2.5M
Total Clarity Wealth Management, Inc. 0.72% Reduce -2.0% 8,267 $2.5M
Northeast Financial Group, Inc. 0.80% Reduce -0.6% 8,259 $2.5M
Sprinkle Financial Consultants LLC 1.53% No change 8,221 $2.5M
Cullen/Frost Bankers, Inc. 0.03% Add +26.5% 8,200 $2.5M
Empire Financial Management Company, LLC 0.72% Add +2.9% 8,189 $2.5M
TFO Wealth Partners, LLC 0.44% Add +16.4% 8,182 $2.5M
Talisman Wealth Advisors LLC 2.27% No change 8,179 $2.5M
Yukon Wealth Management, Inc. 0.89% No change 8,172 $2.5M
Oak Hill Wealth Advisors, LLC 0.51% Reduce -3.0% 8,112 $2.5M
Foster Victor Wealth Advisors, LLC 0.17% Add +0.2% 8,060 $2.5M
Nabity-Jensen Investment Management Inc 1.82% Reduce -4.9% 8,126 $2.5M
Simmons Bank 0.18% Reduce -0.5% 8,121 $2.5M
Exchange Capital Management, Inc. 0.37% Reduce -11.6% 8,120 $2.5M
Orca Investment Management, LLC 2.22% Add +1.9% 8,090 $2.5M
Sfm, LLC 1.58% Reduce -1.0% 8,086 $2.5M
Glass Jacobson Investment Advisors llc 0.95% Reduce -9.2% 8,075 $2.5M
Running Point Capital Advisors, LLC 0.68% Add +1.1% 8,059 $2.4M
Dash Acquisitions Inc. 0.52% No change 7,831 $2.4M
Fourth Dimension Wealth, LLC 1.03% Add +6.2% 8,045 $2.4M
Koss-Olinger Consulting, LLC 0.20% Add +32.0% 8,021 $2.4M
AssuredPartners Investment Advisors, LLC 0.60% Reduce -69.5% 8,016 $2.4M
Belmont Capital, LLC 0.37% Reduce -6.0% 8,000 $2.4M
Comprehensive Money Management Services LLC 1.84% Reduce -0.3% 7,999 $2.4M
Pallas Capital Advisors LLC 0.09% Reduce -61.4% 7,988 $2.4M
L. Roy Papp & Associates, LLP 0.29% Add +20.8% 7,967 $2.4M
Capital Advisors Inc. 0.04% Reduce -3.0% 7,952 $2.4M
Monument Capital Management 0.63% No change 7,921 $2.4M
Curtis Advisory Group, LLC 0.60% Reduce -2.1% 7,901 $2.4M
Horan Securities, Inc. 0.84% Add +0.7% 7,883 $2.4M
Copperleaf Capital, LLC 1.21% Add +6.6% 7,865 $2.4M
Cassaday & Co Wealth Management LLC 0.06% Reduce -29.0% 7,863 $2.4M
Holland Advisory Services, Inc. 3.48% Reduce -1.1% 7,851 $2.4M
McGlone Suttner Wealth Management, Inc. 0.36% Add +0.6% 7,847 $2.4M
Elevation Wealth Partners, LLC 0.94% Add +1.2% 7,841 $2.4M
Madison Wealth Partners, Inc 0.52% Add +2.4% 7,835 $2.4M
Bank of Stockton 0.71% Add +17.0% 7,835 $2.4M
Accent Capital Management, LLC 1.06% No change 7,811 $2.4M
Schaper Benz & Wise Investment Counsel Inc. 0.18% Add +5.7% 7,832 $2.4M
Montag A & Associates Inc. 0.12% Add +5.7% 7,798 $2.4M
PGIM Custom Harvest LLC 0.05% Reduce -4.6% 7,805 $2.4M
G2 Capital Management, LLC / Oh 0.67% Add +841.4% 7,795 $2.4M
Wealth Management Strategies, Inc. 1.27% Reduce -2.2% 7,794 $2.4M
Keb Asset Management, LLC 0.59% Reduce -0.9% 7,794 $2.4M
S.E.E.D. Planning Group LLC 0.74% No change 7,788 $2.4M
Greenberg Financial Group 0.89% Reduce -0.2% 6,381 $2.4M
Waypoint Wealth Partners Inc. 0.57% No change 7,726 $2.3M
Rodgers & Associates, LTD 0.26% Add +2.1% 7,725 $2.3M
Accurate Wealth Management, LLC 0.36% Reduce -4.6% 7,608 $2.3M
Latitude Advisors, LLC 1.18% Add +2.0% 7,712 $2.3M
KFA Private Wealth Group, LLC 0.73% Add +0.3% 7,711 $2.3M
New World Advisors LLC 0.50% Add +84.5% 7,669 $2.3M
Innova Wealth Partners 1.37% Add +8.4% 7,656 $2.3M
Willis Johnson & Associates, Inc. 0.16% Add +0.6% 7,637 $2.3M
Cahill Financial Advisors Inc. 0.29% Add +0.1% 7,633 $2.3M
Oxbow Advisors, LLC 0.26% Add +1.4% 7,630 $2.3M
Seed Wealth Management, Inc. 1.72% Reduce -2.6% 7,615 $2.3M
Austin Wealth Management, LLC 0.41% Reduce -1.0% 7,439 $2.3M
Cura Wealth Advisors, LLC 1.08% Add +39.3% 7,608 $2.3M
Watershed Private Wealth LLC 0.84% Reduce -0.2% 7,607 $2.3M
MBL Wealth, LLC 0.22% Reduce -40.5% 7,594 $2.3M
Plum Street Advisors, LLC 1.02% No change 7,587 $2.3M
Center for Financial Planning, Inc. 0.26% Reduce -0.5% 7,582 $2.3M
Tradition Wealth Management, LLC 0.18% Add +1.2% 7,578 $2.3M
Uptick Partners, LLC 0.66% Add +51.8% 7,553 $2.3M
Sfmg, LLC 0.17% Add +3.6% 7,491 $2.3M
KMG Fiduciary Partners, LLC 0.17% No change 7,481 $2.3M
Kropog Financial Group, LLC 1.98% No change 7,444 $2.3M
Baldwin Investment Management, LLC 0.27% Add +0.1% 7,435 $2.3M
Strategic Advisors LLC 0.44% Add +29.3% 7,416 $2.3M
Base Wealth Management LLC 1.44% Reduce -6.4% 7,415 $2.3M
Federated Hermes, Inc. 0.00% No change 7,403 $2.2M
Whelan Financial 0.81% Add +9.1% 7,392 $2.2M
Allianz Asset Management GmbH 0.00% Reduce -76.3% 7,380 $2.2M
Austin Private Wealth, LLC 0.18% Reduce -3.8% 7,372 $2.2M
Novak & Powell Financial Services, Inc. 1.55% Reduce -33.2% 7,366 $2.2M
Howard Wealth Management, LLC 1.13% Reduce -1.2% 7,354 $2.2M
Avidian Wealth Enterprises, LLC 0.09% Reduce -19.2% 7,353 $2.2M
Gemmer Asset Management LLC 0.20% Add +0.8% 7,344 $2.2M
Wellington Capital Management, Inc. 3.33% — 7,346 $2.2M
Northeast Planning Associates, Inc. / NH / 2.05% No change 7,325 $2.2M
Integrated Capital Management, Inc. 1.69% Add +1.6% 7,317 $2.2M
HFG Advisors, Inc. 1.76% Reduce -1.4% 7,305 $2.2M
Eaton Financial Holdings Company, LLC 0.68% Add +23.6% 7,303 $2.2M
Investors Asset Management of Georgia Inc. /Ga/ 1.02% Add +1.8% 7,260 $2.2M
Tompkins Financial Corp. 0.20% No change 7,238 $2.2M
Clark Capital Management Group, Inc. 0.02% Add +0.4% 7,230 $2.2M
SPC Financial, Inc. 0.18% Reduce -1.5% 7,228 $2.2M
Mosaic Family Wealth Partners, LLC 0.28% Add +0.8% 7,228 $2.2M
Valtinson Bruner Financial Planning LLC 0.69% Add +21.8% 7,214 $2.2M
Russell Investments Group, Ltd. 0.00% Add +122.2% 7,210 $2.2M
Intellus Advisors LLC 0.33% Add +0.1% 7,197 $2.2M
American Investment Services, Inc. 0.56% Reduce -0.0% 7,160 $2.2M
Pacifica Partners Inc. 0.88% Reduce -4.7% 7,170 $2.2M
Stonehaven Wealth & Tax Solutions, LLC 2.12% Add +0.2% 7,151 $2.2M
FLC Capital Advisors 0.45% No change 7,149 $2.2M
Secure Asset Management, LLC 0.40% Add +20.1% 7,141 $2.2M
Integrity Wealth Solutions LLC 1.06% Add +1.1% 7,133 $2.2M
Blue Investment Partners LLC 0.76% New 7,128 $2.2M
Secured Retirement Advisors, LLC 1.29% Reduce -2.4% 7,120 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +5.6% 7,098 $2.2M
Fiduciary Advisors, Inc. 1.90% Reduce -5.2% 7,100 $2.2M
Collaborative Wealth Managment Inc. 0.94% Reduce -0.0% 7,070 $2.1M
Howard Bailey Securities, LLC 0.66% Add +77.0% 7,042 $2.1M
Muirfield Wealth Advisors LLC 1.70% Add +23.7% 7,040 $2.1M
Retirement Income Solutions, Inc. 0.39% Add +11.9% 7,032 $2.1M
Pasadena Private Wealth, LLC 0.37% Reduce -7.9% 7,028 $2.1M
Beaumont Asset Management, L.L.C. 1.15% Add +46.2% 7,027 $2.1M
Jim Saulnier & Associates, LLC 1.45% Add +3.5% 6,992 $2.1M
Neumann Capital Management, LLC 0.67% Reduce -6.8% 6,981 $2.1M
Community Bank, N.A. 0.28% Reduce -87.2% 6,974 $2.1M
Hobbs Group Advisors, LLC 0.72% Reduce -0.6% 6,958 $2.1M
RDA Financial Network 0.57% Reduce -0.4% 6,964 $2.1M
Global Assets Advisory, LLC 0.82% Reduce -53.3% 6,948 $2.1M
HCR Wealth Advisors 0.25% Add +3.1% 6,928 $2.1M
Acas, LLC 1.41% Add +6.7% 6,628 $2.1M
Manhattan West Asset Management, LLC 0.49% Add +2.1% 6,925 $2.1M
Mosaic Financial Group, LLC 1.61% No change 6,919 $2.1M
Sivia Capital Partners, LLC 0.71% No change 6,901 $2.1M
Roffman Miller Associates Inc. 0.12% Reduce -9.6% 6,866 $2.1M
AlphaStar Capital Management, LLC 0.15% New 6,851 $2.1M
Net Worth Advisory Group 0.46% Add +185.6% 6,845 $2.1M
Rossmore Private Capital 0.24% Reduce -20.4% 6,824 $2.1M
Centurion Wealth Management LLC 0.59% Add +72.0% 6,773 $2.1M
Trinity Wealth Management, LLC 0.82% Add +93.2% 6,766 $2.1M
WMG Financial Advisors, LLC 0.76% Add +2.6% 6,751 $2.1M
Bath Savings Trust Co 0.21% Add +0.4% 6,751 $2.1M
RS Crum Inc. 0.49% Reduce -1.5% 6,732 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.5% 6,710 $2.0M
NWK Group, Inc. 0.72% No change 6,711 $2.0M
Cornell Pochily Investment Advisors, Inc. 0.67% Add +2.5% 6,707 $2.0M
LPWM LLC 0.59% Reduce -0.4% 6,701 $2.0M
Orion Capital Management LLC 0.77% Add +277.6% 6,665 $2.0M
Schneider Downs Wealth Management Advisors, LP 0.30% No change 6,653 $2.0M
Essex Bank 0.48% No change 6,653 $2.0M
United Community Bank 0.69% Reduce -0.1% 6,597 $2.0M
Milestone Asset Management Group, LLC 1.48% Add +11.1% 6,574 $2.0M
Financial Connections Group, Inc. 0.82% Add +14.4% 6,567 $2.0M
Regatta Capital Group, LLC 0.34% Add +35.8% 6,544 $2.0M
Salem Investment Counselors Inc. 0.06% Add +6.6% 6,520 $2.0M
Perkins Coie Trust Co 0.34% Add +32.9% 6,521 $2.0M
Penobscot Investment Management Company, Inc. 0.17% Add +4.7% 6,520 $2.0M
Allegheny Financial Group 0.44% Add +7.6% 6,501 $2.0M
Sensible Money, LLC 0.75% Add +34.1% 6,490 $2.0M
Acropolis Investment Management, LLC 0.11% Reduce -0.7% 6,487 $2.0M
Fiduciary Counselling Inc. 5.57% Add +8.8% 6,483 $2.0M
ORBA Wealth Advisors, L.L.C. 1.79% Add +25.4% 6,483 $2.0M
Summit Wealth Group, LLC 0.51% Reduce -1.7% 6,474 $2.0M
Flywheel Private Wealth LLC 1.58% Reduce -16.7% 6,467 $2.0M
Beese Fulmer Investment Management, Inc. 0.15% Add +2.7% 6,463 $2.0M
Red Lighthouse Investment Management, LLC 0.75% Reduce -70.3% 6,436 $2.0M
Bull Street Advisors, LLC 0.93% Add +1.1% 6,388 $1.9M
Zacks Investment Management 0.02% Reduce -7.4% 6,370 $1.9M
IronBridge Private Wealth, LLC 0.67% No change 6,360 $1.9M
GAMMA Investing LLC 0.12% Add +7.4% 6,341 $1.9M
Centaurus Financial, Inc. 0.11% Add +7.0% 6,338 $1.9M
Paragon Capital Management Inc. 1.47% Add +46.2% 6,332 $1.9M
RTD Financial Advisors, Inc. 0.25% Reduce -1.2% 6,328 $1.9M
KPP Advisory Services LLC 0.32% Reduce -11.0% 6,316 $1.9M
DecisionMap Wealth Management, LLC 1.32% Reduce -5.5% 6,316 $1.9M
Texas Yale Capital Corp. 0.06% Add +10.6% 6,280 $1.9M
OMNI 360 Wealth, Inc. 1.18% Reduce -3.5% 6,275 $1.9M
Octavia Wealth Advisors, LLC 0.22% Reduce -15.5% 6,248 $1.9M
Park Edge Advisors, LLC 0.49% Reduce -1.6% 6,256 $1.9M
Spinnaker Investment Group, LLC 0.45% Reduce -72.7% 6,249 $1.9M
Capasso Planning Partners LLC 1.07% Reduce -35.6% 6,238 $1.9M
Westfuller Advisors, LLC 1.08% No change 6,219 $1.9M
Triumph Capital Management 0.57% New 6,210 $1.9M
Journey Advisory Group, LLC 0.15% Add +31.4% 6,174 $1.9M
Baxter Bros Inc. 0.23% Add +118.8% 6,169 $1.9M
Everett Harris & Co. 0.02% Reduce -0.4% 6,148 $1.9M
Adirondack Trust Co. 0.68% Add +2.9% 6,142 $1.9M
Caldwell Sutter Capital, Inc. 0.85% Reduce -2.4% 6,128 $1.9M
Main Street Group, LTD 0.67% Reduce -0.9% 6,128 $1.9M
JGP Wealth Management, LLC 0.23% Add +7.7% 6,127 $1.9M
Ahl Investment Management, Inc. 1.24% Add +0.3% 6,112 $1.9M
Woodard & Co. Asset Management Group Inc. 0.34% Add +16.3% 6,112 $1.9M
Gallagher Fiduciary Advisors, LLC 0.07% Add +30685.3% 150,330,714 $1.9M
Sovran Advisors, LLC 0.19% Reduce -60.9% 6,071 $1.9M
Fermata Advisors, LLC 0.50% Reduce -16.0% 6,101 $1.9M
GatePass Capital, LLC 1.24% Add +0.2% 6,095 $1.9M
Sharkey, Howes & Javer 0.25% No change 6,094 $1.9M
Baron Financial Group, LLC 1.09% Reduce -2.3% 6,090 $1.9M
Gill Capital Partners, LLC 0.59% Add +1.9% 6,071 $1.8M
Bay Rivers Group 0.84% Add +6.2% 6,058 $1.8M
Falcon Wealth Planning 0.19% Reduce -5.0% 6,046 $1.8M
Galvin, Gaustad & Stein, LLC 0.16% Reduce -0.1% 6,042 $1.8M
Goldstein Advisors, LLC 0.25% Reduce -35.8% 6,025 $1.8M
Magnus Financial Group LLC 0.16% Add +2.7% 6,017 $1.8M
Ipswich Investment Management Co., Inc. 0.44% New 6,003 $1.8M
LifeGoal Investments, LLC 1.73% Reduce -5.7% 5,986 $1.8M
TD Asset Management Inc 0.00% Add +1.9% 5,969 $1.8M
Echo Wealth Management, LLC 1.11% Reduce -3.2% 5,964 $1.8M
Aspiring Ventures, LLC 0.84% No change 5,950 $1.8M
CNB Bank 0.85% Reduce -1.0% 5,908 $1.8M
Premier Path Wealth Partners, LLC 0.25% Add +7.2% 5,902 $1.8M
Oarsman Capital, Inc. 0.28% Reduce -18.1% 5,901 $1.8M
Accretive Wealth Partners, LLC 0.59% No change 5,899 $1.8M
Daner Wealth Management, LLC 1.23% — 5,641 $1.8M
Outlook Wealth Advisors, LLC 0.46% Reduce -0.7% 5,846 $1.8M
Armstrong Advisory Group, Inc. 0.13% Reduce -14.1% 5,837 $1.8M
Etesian Wealth Advisors, Inc. 0.66% Reduce -2.5% 5,832 $1.8M
Myecfo, LLC 0.87% Reduce -1.6% 5,819 $1.8M
Fort Sheridan Advisors LLC 0.25% Reduce -4.6% 5,804 $1.8M
Oldfather Financial Services, LLC 0.61% No change 5,798 $1.8M
Interchange Capital Partners, LLC 0.41% Reduce -13.0% 5,793 $1.8M
Sepio Capital, LP 0.13% Reduce -3.6% 5,788 $1.8M
Verus Capital Partners, LLC 0.16% Reduce -8.3% 5,773 $1.8M
True Wealth Design, LLC 0.62% Reduce -5.7% 5,770 $1.8M
Davidson Trust Co. 0.81% No change 5,767 $1.8M
Cornerstone Capital, Inc. 0.18% Add +11.2% 5,764 $1.8M
EFG Asset Management (Americas) Corp. 0.32% Add +7.7% 5,758 $1.7M
Realta Investment Advisors 0.69% Reduce -1.2% 5,752 $1.7M
Accredited Wealth Management, LLC 1.41% Reduce -8.4% 5,726 $1.7M
Private Advisory Group LLC 0.16% New 5,705 $1.7M
Williams Jones Wealth Management, LLC. 0.02% Reduce -30.1% 5,702 $1.7M
Hubbell Strickland Wealth Management, LLC 0.76% Add +3.7% 5,691 $1.7M
MFA Wealth Services 1.30% Reduce -1.9% 5,691 $1.7M
ETF Store, Inc. 2.00% Add +0.2% 5,690 $1.7M
Courier Capital LLC 0.10% Reduce -13.6% 5,684 $1.7M
Exencial Wealth Advisors, LLC 0.06% Add +2.2% 5,679 $1.7M
Wealth Alliance, LLC 0.19% Add +12.0% 5,673 $1.7M
Grandview Asset Management LLC 0.55% Add +0.1% 5,658 $1.7M
Impact Capital Partners LLC 0.56% Add +4.0% 5,659 $1.7M
Orgel Wealth Management, LLC 0.04% Add +21.6% 5,655 $1.7M
Verdence Capital Advisors LLC 0.12% Reduce -3.7% 5,651 $1.7M
Birchbrook, Inc. 0.92% Reduce -8.2% 5,649 $1.7M
Trustmark Bank Trust Department 0.12% Add +76.3% 5,649 $1.7M
Catalyst Private Wealth, LLC 0.76% Reduce -11.6% 5,624 $1.7M
Lanark Financial, Inc. 0.14% Add +1.4% 5,623 $1.7M
Old North State Wealth Management, LLC 0.89% Add +14.5% 5,601 $1.7M
Next Level Private LLC 0.55% Reduce -0.6% 5,600 $1.7M
Ascent Wealth Partners, LLC 0.21% No change 5,588 $1.7M
BlueSky Wealth Advisors, LLC 0.25% Reduce -4.9% 5,583 $1.7M
Financial Insights, Inc. 0.62% Reduce -34.6% 5,583 $1.7M
1 North Wealth Services LLC 0.67% No change 5,577 $1.7M
Mills Wealth Advisors LLC 0.77% Add +0.6% 5,662 $1.7M
Diversify Wealth Management, LLC 0.10% Reduce -20.8% 5,313 $1.7M
Concord Asset Management, LLC 0.25% New 5,518 $1.7M
Concord Wealth Partners 0.24% Reduce -1.3% 5,518 $1.7M
Harbour Capital Advisors, LLC 0.35% Reduce -7.2% 5,483 $1.7M
Vantage Financial Partners, LLC 0.39% Add +1.8% 5,505 $1.7M
Rice Partnership, LLC 0.29% Reduce -16.2% 5,495 $1.7M
Strategent Financial, LLC 1.30% Add +2.2% 5,484 $1.7M
ODonnell Financial Services, LLC 0.64% Add +21.9% 5,471 $1.7M
Security Financial Services, INC. 0.29% Add +0.9% 5,471 $1.7M
True Vision MN LLC 0.92% Reduce -1.7% 5,450 $1.7M
Peregrine Asset Advisers, Inc. 0.52% Add +45.2% 5,462 $1.7M
Arcadia Wealth Management, Inc. 1.13% Add +13.2% 5,456 $1.7M
Hopwood Financial Services, Inc. 1.30% Reduce -11.0% 5,456 $1.7M
Columbia Advisory Partners LLC 1.25% Reduce -6.4% 5,454 $1.7M
Cypress Capital Group 0.21% Add +0.1% 5,448 $1.7M
Asset Planning Corporation 0.88% Reduce -0.7% 5,431 $1.7M
FSA Wealth Management LLC 0.64% Add +6.0% 5,425 $1.6M
Goelzer Investment Management, Inc. 0.09% Reduce -2.3% 5,389 $1.6M
St Germain D J Co. Inc. 0.07% Reduce -13.1% 5,388 $1.6M
B.O.S.S. Retirement Advisors, LLC 0.41% Reduce -96.1% 5,386 $1.6M
Quotient Wealth Partners, LLC 0.05% Add +30.5% 5,383 $1.6M
CRA Financial Services, LLC 0.25% Add +6.6% 5,382 $1.6M
Mullaney, Keating & Wright, Inc. 1.07% No change 5,378 $1.6M
Covenant Asset Management, LLC 0.33% Reduce -3.0% 5,359 $1.6M
Unique Wealth, LLC 0.26% Reduce -2.9% 5,355 $1.6M
Founders Financial Alliance, LLC 0.37% Add +0.4% 5,352 $1.6M
Parthenon LLC 0.19% Add +2.9% 5,341 $1.6M
Paulson Wealth Management Inc. 0.42% Reduce -14.1% 5,338 $1.6M
First Foundation Advisors 0.06% No change 5,324 $1.6M
Fca Corp. 0.48% No change 5,323 $1.6M
Apexium Financial, LP 0.09% Reduce -0.1% 5,306 $1.6M
Heritage Wealth Advisors 0.08% Add +0.1% 5,311 $1.6M
Wingate Wealth Advisors, Inc. 1.43% Add +0.1% 5,299 $1.6M
Westshore Wealth, LLC 0.62% Add +0.5% 5,296 $1.6M
Valley National Advisers Inc. 0.26% Reduce -1.1% 5,295 $1.6M
Family Manage LLC 0.24% No change 5,289 $1.6M
BTG Pactual Asset Management US LLC 0.22% Add +0.4% 5,279 $1.6M
CFS Investment Advisory Services, LLC 0.13% Add +15.4% 5,277 $1.6M
Legacy Edge Advisors, LLC 0.21% Reduce -6.5% 5,272 $1.6M
Objective Capital Management, LLC 1.80% Add +1.9% 5,271 $1.6M
XML Financial, LLC 0.14% Reduce -9.9% 5,252 $1.6M
Alliance Wealth Advisors, LLC 0.87% Add +25.4% 5,252 $1.6M
Hamilton Wealth, LLC 0.36% Reduce -17.2% 5,232 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -23.2% 5,230 $1.6M
Ullmann Wealth Partners Group, LLC 0.19% Add +99.2% 5,223 $1.6M
Littlejohn Financial Services, Inc. 1.23% Reduce -15.6% 5,219 $1.6M
Northeast Investment Management 0.07% Reduce -0.2% 5,210 $1.6M
McHugh Group, LLC 1.07% Add +188.9% 5,200 $1.6M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -9.1% 5,195 $1.6M
BKM Wealth Management, LLC 0.62% Add +0.1% 5,195 $1.6M
Orleans Capital Management Corp. 0.84% No change 5,195 $1.6M
Courage Miller Partners, LLC 0.50% Reduce -0.0% 5,185 $1.6M
1776 Wealth LLC 0.65% Reduce -1.2% 5,182 $1.6M
Financial Council, LLC 0.76% Add +2.8% 5,168 $1.6M
Measured Wealth Private Client Group, LLC 0.47% Reduce -0.3% 5,167 $1.6M
IFG Advisors, LLC 0.26% Reduce -2.7% 5,156 $1.6M
Ruedi Wealth Management, Inc. 0.46% Add +9.1% 5,152 $1.6M
Wealth Group Ltd 0.40% Add +0.3% 5,151 $1.6M
AF Advisors, Inc. 0.54% No change 5,149 $1.6M
Chapin Davis, Inc. 0.43% Reduce -0.2% 5,141 $1.6M
Juncture Wealth Strategies, LLC 0.56% Reduce -11.5% 5,140 $1.6M
Wealthspire Retirement, LLC 0.10% Reduce -6.1% 5,129 $1.6M
FourThought Financial Partners, LLC 0.15% Reduce -0.9% 5,101 $1.6M
Steigerwald, Gordon & Koch Inc. 0.16% No change 5,094 $1.5M
HWG Holdings LP 0.45% Reduce -13.6% 5,079 $1.5M
Winthrop Capital Management, LLC 0.39% Reduce -0.8% 5,073 $1.5M
Thompson Siegel & Walmsley LLC 0.03% Add +1.6% 5,072 $1.5M
Curran Financial Partners, LLC 0.34% Add +4.1% 5,063 $1.5M
Hourglass Capital, LLC 0.38% Add +18.8% 5,059 $1.5M
Highline Wealth Partners LLC 0.45% Add +8.3% 5,052 $1.5M
Rathbones Group PLC 0.01% Add +10.6% 5,029 $1.5M
GDS Wealth Management 0.11% Add +41.4% 5,013 $1.5M
Maripau Wealth Management LLC 0.77% Add +71.2% 5,004 $1.5M
Aspire Capital Advisors LLC 0.42% Reduce -7.5% 5,003 $1.5M
AtlasMark Financial, Inc 1.16% No change 5,000 $1.5M
Parkside Investments, LLC 0.21% No change 5,000 $1.5M
Encompass More Asset Management 0.36% Add +2.3% 4,998 $1.5M
Morton Capital Management LLC 0.27% Reduce -0.4% 4,995 $1.5M
Brick & Kyle, Associates 0.68% Reduce -0.8% 4,777 $1.5M
Altfest L J & Co. Inc. 0.18% Add +104.5% 4,982 $1.5M
Wealthquest Corp 0.12% Reduce -1.2% 4,957 $1.5M
Charles Schwab Trust Co 0.11% Add +0.2% 4,952 $1.5M
Essex LLC 0.30% Add +14.5% 4,948 $1.5M
Mason & Associates Inc 0.35% No change 4,930 $1.5M
Capital Planning LLC 0.47% Reduce -3.2% 4,905 $1.5M
United Advisor Group, LLC 0.26% Add +30.1% 4,916 $1.5M
SP Asset Management LLC 0.12% Reduce -18.1% 4,908 $1.5M
King Wealth Management Group 0.20% Reduce -1.4% 4,906 $1.5M
Parr McKnight Wealth Management Group, LLC 0.20% Reduce -0.6% 4,890 $1.5M
Morton Brown Family Wealth, LLC 0.45% Add +3.0% 4,886 $1.5M
First National Corp. /Ma/ 0.30% Add +23.0% 4,880 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.86% No change 4,870 $1.5M
Golden Road Advisors LLC 0.98% Add +41.6% 4,862 $1.5M
HHM Wealth Advisors, LLC 0.18% Reduce -1.4% 4,856 $1.5M
Hantz Financial Services, Inc. 0.02% Add +91.2% 4,852 $1.5M
Pacific Financial Group Inc. 1.15% Reduce -3.9% 4,841 $1.5M
Summit Financial Strategies, Inc. 0.14% Add +1.2% 4,832 $1.5M
Archvest Wealth Advisors, Inc. 1.28% Add +0.2% 4,818 $1.5M
Chatham Capital Group, Inc. 0.22% Add +22.7% 4,815 $1.5M
SimpliFi, Inc. 0.64% Reduce -1.7% 4,804 $1.5M
Bernardo Wealth Planning LLC 0.32% Add +11.3% 4,799 $1.5M
Brown, Lisle/Cummings, Inc. 0.39% Add +53.6% 4,800 $1.5M
Private Wealth Management Group, LLC 0.48% Add +0.1% 4,788 $1.5M
Grand Wealth Management, LLC 0.75% Reduce -1.4% 4,773 $1.5M
NDVR, Inc. 1.36% Reduce -2.4% 4,777 $1.5M
Summit Investment Advisors, Inc. 1.19% Add +0.5% 4,742 $1.4M
Vista Investment Management 0.54% Reduce -0.4% 4,758 $1.4M
North Ridge Wealth Advisors, Inc. 0.89% Add +5.7% 4,755 $1.4M
Cidel Asset Management Inc. 0.09% No change 4,755 $1.4M
Poehling Capital Management, INC. 0.34% No change 4,748 $1.4M
BIP Alliance, LLC 0.55% Reduce -12.8% 4,745 $1.4M
Riverview Trust Co 1.80% No change 4,743 $1.4M
Stordahl Capital Management, Inc. 0.32% New 4,742 $1.4M
Heritage Investment Group, Inc. 0.25% Reduce -1.6% 4,731 $1.4M
Cahaba Wealth Management, Inc. 0.11% Add +0.1% 4,711 $1.4M
Seneca Financial Advisors LLC 0.55% No change 4,710 $1.4M
Solidarity Wealth, LLC 0.33% Add +0.1% 4,691 $1.4M
Pursue Wealth Partners LLC 0.81% No change 4,703 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -16.7% 4,701 $1.4M
First Nebraska Trust Co 0.14% No change 4,700 $1.4M
Ameriflex Group, Inc. 0.75% Reduce -9.7% 4,728 $1.4M
Ally Invest Advisors Inc. 0.11% Reduce -0.6% 4,695 $1.4M
Bridges Investment Management Inc. 0.02% Reduce -5.7% 4,678 $1.4M
Fund Evaluation Group, LLC 0.05% Add +83.9% 4,677 $1.4M
Davidson Investment Advisors 0.06% No change 4,672 $1.4M
BigSur Wealth Management LLC 0.36% No change 4,653 $1.4M
Everpar Advisors LLC 0.64% Add +9.7% 4,664 $1.4M
Albion Financial Group 0.09% Add +0.0% 4,664 $1.4M
Focused Wealth Management, Inc 0.17% Add +1.0% 4,662 $1.4M
Robinswood Financial LLC 0.50% Add +4.1% 4,657 $1.4M
ArborFi Advisors, LLC 1.25% Add +1.0% 4,656 $1.4M
Summit Asset Management, LLC 0.23% No change 4,654 $1.4M
Institute for Wealth Management, LLC. 0.16% Add +0.1% 4,647 $1.4M
Amplius Wealth Advisors, LLC 0.13% Add +1.6% 4,622 $1.4M
Townsend Asset Management Corp. /NC/ 0.51% Reduce -3.1% 4,616 $1.4M
Pathway Financial Advisors LLC 0.21% Add +17.6% 4,614 $1.4M
Shira Ridge Wealth Management 0.64% Add +30.9% 4,613 $1.4M
Prosperity Consulting Group, LLC 0.10% Reduce -0.5% 4,606 $1.4M
Northwest Quadrant Wealth Management, LLC 0.31% Add +1.8% 4,590 $1.4M
Mogy Joel R Investment Counsel Inc. 0.08% Reduce -6.1% 4,584 $1.4M
Panoramic Capital Partners, LLC 0.97% No change 4,522 $1.4M
Wealth Management Nebraska 0.19% Reduce -16.9% 4,586 $1.4M
Meridian Wealth Advisors, LLC 0.22% Reduce -5.2% 4,565 $1.4M
Providence Capital Advisors, LLC 0.25% Add +72.5% 4,563 $1.4M
Twelve Points Wealth Management LLC 0.37% Add +45.3% 4,562 $1.4M
Ridgeline Wealth, LLC 1.13% Add +34.9% 4,559 $1.4M
Lunt Capital Management, Inc. 0.53% Add +363.9% 4,555 $1.4M
Eq LLC 0.54% Reduce -0.3% 4,553 $1.4M
Brightwater Advisory LLC 0.99% Add +38.6% 4,540 $1.4M
Creative Capital Management Investments LLC 0.49% No change 4,539 $1.4M
Sentinel Wealth Management, Inc. 1.30% — 4,523 $1.4M
Scotia Capital Inc. 0.01% Add +12.4% 4,525 $1.4M
Allium Financial Advisors, LLC 1.19% Add +11.0% 4,503 $1.4M
Benchmark Wealth Management, LLC 0.61% Reduce -2.2% 4,486 $1.4M
Frisch Financial Group, Inc. 0.33% Reduce -8.2% 4,463 $1.4M
Financial Freedom, LLC 0.73% Add +0.0% 4,473 $1.4M
Estate Counselors, LLC 0.13% Reduce -80.7% 4,467 $1.4M
RAM Investment Partners, LLC 0.28% Reduce -0.0% 4,465 $1.4M
Wealth Dimensions Group, Ltd. 0.30% Reduce -0.5% 4,450 $1.4M
Armstrong Henry H Associates Inc. 0.13% No change 4,449 $1.4M
Concentrum Wealth Management 0.42% Reduce -1.4% 4,436 $1.3M
HF Advisory Group, LLC 0.53% Add +0.1% 4,394 $1.3M
Bill Few Associates, Inc. 0.38% No change 4,385 $1.3M
Mattern Capital Management, LLC 0.16% No change 4,382 $1.3M
Arvest Bank Trust Division 0.08% Reduce -5.8% 4,374 $1.3M
Sunburst Financial Group, LLC 0.30% Reduce -0.1% 4,366 $1.3M
Moneywise, Inc. 0.62% Add +27.5% 4,353 $1.3M
VestGen Investment Management 0.95% Add +1.8% 4,339 $1.3M
Golden State Wealth Management, LLC 0.16% Reduce -39.5% 4,338 $1.3M
Financial Management Network Inc. 0.24% Reduce -0.2% 4,279 $1.3M
Ranch Capital Advisors Inc. 0.57% No change 4,334 $1.3M
Farmers Trust Co. 0.25% Reduce -1.8% 4,327 $1.3M
BCK Partners, Inc. 0.77% Reduce -3.4% 4,316 $1.3M
Balanced Wealth Group LLC 0.57% Reduce -2.7% 4,219 $1.3M
Berkeley, Inc 0.47% Reduce -2.2% 4,315 $1.3M
Cross Staff Investments Inc 0.97% Reduce -0.5% 4,315 $1.3M
10Elms LLP 1.45% Add +3.3% 4,312 $1.3M
IAG Wealth Partners, LLC 0.17% Reduce -0.9% 4,307 $1.3M
Hudock, Inc. 0.21% Add +7.1% 4,304 $1.3M
Bricktown Capital, LLC 0.24% No change 4,300 $1.3M
Ridgewood Investments LLC 0.57% Reduce -1.6% 4,296 $1.3M
Boreal Capital Management LLC 1.25% — 4,277 $1.3M
Hengehold Capital Management LLC 0.12% Add +3.9% 4,289 $1.3M
Cornerstone Advisors Asset Management, LLC 0.25% Add +7.1% 4,289 $1.3M
Total Wealth Planning, LLC 0.16% New 4,283 $1.3M
Discipline Wealth Solutions, LLC 0.50% Add +49.0% 4,279 $1.3M
Opal Wealth Advisors, LLC 0.36% No change 4,279 $1.3M
Wiser Wealth Management, Inc 0.32% Reduce -19.5% 4,266 $1.3M
Strategic Equity Management 0.48% Add +25.7% 4,266 $1.3M
Advance Capital Management, Inc. 0.06% Add +19.8% 4,257 $1.3M
SFG Wealth Management, LLC. 0.78% Reduce -1.9% 4,246 $1.3M
Regency Capital Management Inc.\DE 0.68% Add +0.2% 4,234 $1.3M
Aspen Capital Management, LLC 0.36% No change 4,226 $1.3M
Cloud Capital Management, LLC 0.80% Add +1.9% 4,130 $1.3M
TKG Advisors, LLC 0.57% Add +4.6% 4,211 $1.3M
Aletheian Wealth Advisors LLC 0.63% Add +0.7% 4,199 $1.3M
Eley Financial Management, Inc 0.49% No change 4,192 $1.3M
Curated Wealth Partners LLC 0.15% Add +10.6% 4,188 $1.3M
Joel Adams & Associates, Inc. 1.13% Reduce -4.0% 4,182 $1.3M
Hurley Capital, LLC 0.89% Reduce -1.5% 4,181 $1.3M
Macroview Investment Management LLC 1.04% Add +2.8% 4,178 $1.3M
Global Trust Asset Management, LLC 0.68% Reduce -1.2% 4,175 $1.3M
Fischer Financial Services, Inc. 0.37% Add +1.7% 4,169 $1.3M
Keystone Wealth Services, LLC 0.30% Add +15.8% 4,159 $1.3M
Searcy Financial Services Inc. 0.51% No change 4,153 $1.3M
Global Financial Private Client, LLC 0.47% No change 4,144 $1.3M
Jeppson Wealth Management, LLC 0.44% No change 4,144 $1.3M
Access Financial Services, Inc. 0.48% Reduce -6.4% 4,142 $1.3M
Revisor Wealth Management LLC 0.45% Add +53.8% 4,042 $1.2M
Spinnaker Trust 0.07% Add +7.0% 4,097 $1.2M
OneAscent Wealth Management LLC 0.46% Reduce -7.7% 4,084 $1.2M
Exchange Traded Concepts, LLC 0.02% New 4,081 $1.2M
PYA Waltman Capital, LLC 0.36% No change 4,081 $1.2M
Cornerstone Advisory, LLC 0.13% Reduce -0.4% 4,079 $1.2M
Obsidian Cio, LLC 0.18% Add +178.7% 4,075 $1.2M
Altus Wealth Group LLC 0.55% Add +11.0% 4,072 $1.2M
Investor's Fiduciary Advisor Network, LLC 0.46% Add +129.4% 4,072 $1.2M
Oakworth Capital, Inc. 0.08% No change 4,069 $1.2M
Acorn Financial Advisory Services Inc. 0.20% Add +0.4% 4,068 $1.2M
Sonora Investment Management Group, LLC 0.09% Add +55.4% 4,063 $1.2M
Brown Wealth Management, LLC 0.38% No change 4,054 $1.2M
Fragasso Financial Advisors Inc 0.08% Reduce -4.6% 4,053 $1.2M
Iowa State Bank 0.24% No change 4,046 $1.2M
Appleton Partners Inc. 0.09% Add +0.6% 4,031 $1.2M
Cadinha & Co. LLC 0.20% Reduce -2.9% 4,022 $1.2M
Colonial River Investments, LLC 0.53% Reduce -3.1% 3,959 $1.2M
Willow Creek Wealth Management Inc. 0.11% Add +34.6% 4,014 $1.2M
Coastal Bridge Advisors, LLC 0.10% Reduce -26.6% 4,005 $1.2M
Unison Advisors LLC 0.14% Add +1.6% 4,004 $1.2M
Benin Management CORP 0.32% Add +2.3% 4,004 $1.2M
Fairscale Capital, LLC 0.88% Add +3.0% 3,912 $1.2M
Quest 10 Wealth Builders, Inc. 1.18% Add +1.6% 3,997 $1.2M
North Forty Two & Co. 1.29% No change 3,991 $1.2M
Greenwich Wealth Management LLC 0.06% No change 3,985 $1.2M
Colonial Trust Advisors 0.10% Reduce -3.3% 3,983 $1.2M
Financial Advisors Network, Inc. 0.18% No change 3,973 $1.2M
Dimension Capital Management LLC 0.19% No change 3,966 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.11% Reduce -14.8% 3,963 $1.2M
Edgestream Partners, L.P. 0.03% Reduce -1.5% 3,963 $1.2M
Venturi Wealth Management, LLC 0.06% Add +0.1% 3,957 $1.2M
ARS Wealth Advisors Group, LLC 0.14% Reduce -1.0% 3,956 $1.2M
Key Client Fiduciary Advisors, LLC 0.49% Add +2.1% 3,953 $1.2M
Ridgeline Wealth Planning, LLC 0.99% Add +1.1% 3,945 $1.2M
Earnest Partners LLC 0.01% Reduce -38.0% 3,943 $1.2M
Aaron Wealth Advisors LLC 0.12% No change 3,934 $1.2M
Disciplined Investors, L.L.C. 0.93% Add +0.1% 3,931 $1.2M
Helium Advisors LLC 0.75% Add +90.5% 3,928 $1.2M
Ridgecrest Wealth Partners, LLC 0.63% Reduce -0.7% 3,927 $1.2M
Gradient Capital Advisors, LLC 0.35% Reduce -0.8% 3,926 $1.2M
Wolfstich Capital, LLC 2.62% Add +20.2% 3,922 $1.2M
Performance Wealth Partners, LLC 0.04% Reduce -6.0% 3,915 $1.2M
Parsons Capital Management Inc. 0.07% Add +0.3% 3,911 $1.2M
Key Financial Inc 0.24% Add +0.1% 3,903 $1.2M
Aspen Wealth Management LLC 0.29% Add +15.8% 3,895 $1.2M
Evergreen Advisors, LLC 0.31% No change 3,888 $1.2M
Element Wealth, LLC 0.54% Reduce -2.1% 3,887 $1.2M
Sequent Asset Management, LLC 0.94% No change 3,881 $1.2M
Sweeney & Michel, LLC 0.42% Reduce -9.7% 3,829 $1.2M
Aspire Private Capital, LLC 0.27% Reduce -1.8% 3,854 $1.2M
Citrine Capital LLC 0.62% Reduce -0.9% 3,853 $1.2M
Evelyn Partners Asset Management Ltd 0.30% Reduce -17.9% 3,849 $1.2M
Kaye Capital Management 0.45% No change 3,847 $1.2M
Aire Advisors, LLC 0.23% Add +10.3% 3,846 $1.2M
Seven Springs Wealth Group, LLC 0.29% No change 3,845 $1.2M
Syon Capital LLC 0.08% New 3,834 $1.2M
Shepherd Financial Partners LLC 0.12% No change 3,826 $1.2M
Defined Wealth Management, LLC 0.72% Reduce -9.1% 3,818 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.84% Reduce -5.5% 3,818 $1.2M
F&V Capital Management, LLC 0.30% Add +0.5% 3,815 $1.2M
Chesapeake Wealth Management 0.39% No change 3,803 $1.2M
Maia Wealth LLC 0.22% Add +27.9% 3,802 $1.2M
GW Henssler & Associates Ltd. 0.06% Reduce -4.2% 3,791 $1.2M
Farrell Financial LLC 0.77% No change 3,783 $1.1M
Brickley Wealth Management 0.22% Add +3.5% 3,780 $1.1M
Vident Advisory, LLC 0.01% Add +0.4% 3,779 $1.1M
Vermillion Wealth Management, Inc. 0.55% Add +1.6% 3,763 $1.1M
Gutierrez Wealth Advisory, LLC 0.77% Reduce -0.1% 3,763 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -86.3% 3,763 $1.1M
Sage Investment Counsel LLC 1.33% Add +8.8% 3,761 $1.1M
Cape Investment Advisory, Inc. 0.42% Add +26.8% 3,752 $1.1M
Advantage Trust Co 0.56% Add +19.1% 3,749 $1.1M
Pittenger & Anderson Inc. 0.04% No change 3,746 $1.1M
Nilsine Partners, LLC 0.11% Add +98.8% 3,740 $1.1M
Birchcreek Wealth Management, LLC 0.64% No change 3,705 $1.1M
Cypress Wealth Services, LLC 0.20% Add +93.1% 3,704 $1.1M
Accelerate Investment Advisors LLC 0.84% Reduce -0.1% 3,703 $1.1M
Capital Management Associates, Inc 0.36% Reduce -48.7% 3,699 $1.1M
Creative Financial Designs Inc. 0.08% Add +3.6% 3,683 $1.1M
Breakwater Capital Group 0.18% Reduce -1.0% 3,681 $1.1M
Wealthedge Investment Advisors, LLC 0.47% Add +17.4% 3,680 $1.1M
MPWM Advisory Solutions, LLC 0.71% Add +157.9% 3,675 $1.1M
CORDA Investment Management, LLC. 0.08% Reduce -8.7% 3,665 $1.1M
Sage Capital Advisors,llc 0.27% Reduce -2.3% 3,642 $1.1M
Eagle Strategies LLC 0.17% Add +4.5% 3,641 $1.1M
Peak Asset Management, LLC 0.20% Add +9.6% 3,620 $1.1M
Full Sail Capital, LLC 0.06% Add +68.4% 3,612 $1.1M
Capital Asset Advisory Services LLC 0.05% Add +0.5% 3,605 $1.1M
Fortune 45 LLC 0.63% Reduce -0.1% 3,602 $1.1M
Capstone Wealth Management, LLC 0.96% Add +83.0% 3,592 $1.1M
Port Capital LLC 0.05% Add +3.0% 3,590 $1.1M
Darden Wealth Group Inc 0.66% Reduce -1.7% 3,583 $1.1M
Davidson Kahn Capital Management, LLC 0.70% Add +32.0% 3,570 $1.1M
Thrive Capital Management, LLC 0.34% New 3,569 $1.1M
My Legacy Advisors, LLC 0.38% Reduce -0.2% 3,501 $1.1M
Legacy Investment Solutions, LLC 0.57% — 3,548 $1.1M
Legacy Wealth Managment, LLC 0.57% Reduce -49.4% 3,548 $1.1M
Twin Peaks Wealth Advisors, LLC 0.35% Add +105.6% 3,409 $1.1M
Reyes Financial Architecture, Inc. 0.93% No change 3,542 $1.1M
Addison Advisors LLC 0.27% Add +54.5% 3,539 $1.1M
Summit Wealth Partners, LLC 0.21% Add +0.9% 3,538 $1.1M
Lutz Financial Services LLC 0.08% No change 3,535 $1.1M
Lake Street Private Wealth, LLC 0.15% Reduce -18.8% 3,531 $1.1M
Intergy Private Wealth, LLC 0.36% Reduce -21.1% 3,518 $1.1M
Graney & King, LLC 0.71% Reduce -1.9% 3,500 $1.1M
LVW Advisors, LLC 0.12% Reduce -45.5% 3,490 $1.1M
Stockman Wealth Management, Inc. 0.14% Reduce -43.9% 3,475 $1.1M
RKL Wealth Management LLC 0.09% Add +223.3% 3,459 $1.1M
Flower City Capital 0.62% No change 3,442 $1.0M
Radnor Capital Management, LLC 0.17% Add +0.4% 3,452 $1.0M
Heritage Wealth Management, Inc. 0.34% Add +2.8% 3,446 $1.0M
Poinciana Advisors Group, LLC 0.94% Reduce -9.2% 3,441 $1.0M
Old Mission Capital LLC 0.03% New 3,439 $1.0M
Rexford Capital Inc. 0.87% — 3,437 $1.0M
Claris Advisors, LLC / Mo / 0.36% No change 3,424 $1.0M
Stage Harbor Financial, LLC 0.84% Reduce -0.4% 3,416 $1.0M
Westbourne Investments, Inc. 0.55% Reduce -2.0% 3,412 $1.0M
Pennsylvania Capital Management Inc. 0.33% Add +23.8% 3,406 $1.0M
Marathon Strategic Advisors, LLC 0.96% New 3,404 $1.0M
Florida Financial Advisors, LLC 0.25% Reduce -0.5% 3,393 $1.0M
Miramar Capital, LLC 0.24% New 3,378 $1.0M
Midwest Financial Group LLC 0.54% No change 3,372 $1.0M
Whalerock Point Partners, LLC 0.23% No change 3,368 $1.0M
Tidemark, LLC 0.33% Reduce -4.7% 3,366 $1.0M
Cora Capital Advisors LLC 0.46% Add +0.5% 3,363 $1.0M
Spreng Capital Management, Inc. 0.43% Reduce -4.0% 3,363 $1.0M
IMPACTfolio, LLC 0.48% Add +4.9% 3,361 $1.0M
KDT Advisors, LLC 1.65% New 3,360 $1.0M
Balefire, LLC 0.22% New 3,358 $1.0M
DGS Capital Management, LLC 0.21% Add +74.7% 3,352 $1.0M
Fidelity D & D Bancorp Inc. 0.62% Reduce -0.2% 3,352 $1.0M
Magnolia Private Wealth, LLC 0.79% No change 3,341 $1.0M
LGT Financial Advisors LLC 2.58% Add +28.9% 3,341 $1.0M
Bollard Group LLC 0.02% Reduce -8.2% 3,334 $1.0M
Prosperity Planning, Inc. 0.41% Reduce -6.4% 3,328 $1.0M
Capital Wealth Alliance, LLC 0.54% New 3,324 $1.0M
Southeast Asset Advisors, LLC 0.12% Add +26.3% 3,324 $1.0M
Edge Financial Advisors LLC 0.53% Add +12.2% 3,319 $1.0M
Boltwood Capital Management 0.29% Add +1.6% 3,309 $1.0M
First Pacific Financial 0.15% Reduce -2.3% 3,309 $1.0M
Vision Capital Management, Inc. 0.13% Add +21.4% 3,308 $1.0M
B & T Capital Management DBA Alpha Capital Management 0.17% Add +4.4% 3,300 $1.0M
V2 Financial group LLC 0.60% No change 3,300 $1.0M
Financial Synergies Wealth Advisors, Inc. 0.11% Reduce -4.3% 3,285 $999K
Prudent Man Investment Management, Inc. 0.55% No change 3,443 $998K
Harbor Advisory Corp. 0.32% Reduce -1.8% 3,277 $996K
Mason Investment Advisory Services, Inc. 0.05% No change 3,275 $995K
Hilltop National Bank 0.26% — 3,261 $991K
FreeGulliver LLC 0.46% Add +0.2% 3,254 $989K
Winebrenner Capital Management LLC 0.80% Add +7.9% 3,253 $989K
Elm3 Financial Group, LLC 0.82% Reduce -8.5% 3,233 $983K
Loudon Investment Management, LLC 0.54% Reduce -9.5% 3,224 $980K
Lowe Brockenbrough & Co. Inc. 0.06% Add +2.4% 3,221 $979K
Sawyer & Company, Inc 0.33% Add +3.4% 2,645 $979K
Rowlandmiller & Partners.adv 0.20% Reduce -2.0% 3,219 $979K
Advisor Resource Council 0.48% Reduce -90.6% 3,210 $976K
BridgePort Financial Solutions, LLC 0.32% Add +120.2% 3,201 $973K
RCS Financial Planning, LLC 0.48% Reduce -26.4% 3,178 $969K
Union Savings Bank 0.44% No change 3,115 $968K
West Michigan Advisors, LLC 0.27% Add +5.7% 3,159 $963K
Sheets Smith Wealth Management 0.11% Reduce -3.6% 3,159 $960K
Bourgeon Capital Management LLC 0.19% No change 3,153 $958K
Harbor Group, Inc. 0.17% Add +7.2% 3,153 $958K
Forefront Wealth Partners, LLC 0.66% Reduce -17.0% 3,305 $958K
Halter Ferguson Financial Inc. 0.35% Add +25.6% 3,150 $957K
BankPlus Wealth Management LLC 0.63% Reduce -1.3% 3,140 $954K
Matrix Asset Advisors Inc. 0.10% Add +1.6% 3,134 $953K
Burney Co./ 0.03% Reduce -16.8% 3,129 $951K
Bennett Selby Investments LP 0.34% No change 3,127 $950K
Warner Financial, Inc. 0.39% No change 3,124 $950K
Asset Advisors Investment Management, LLC 0.09% No change 3,125 $950K
Peachtree Investment Partners, LLC 0.36% No change 3,108 $945K
Opulen Financial Group LLC 0.77% Reduce -3.0% 3,108 $945K
Pacific Asset Management, LLC 0.76% Add +1.0% 3,103 $943K
Aldebaran Financial Inc. 1.04% Add +1.0% 3,103 $943K
Northern Capital Management, Inc. 0.55% Reduce -8.1% 3,093 $940K
Murphy & Mullick Capital Management Corp 0.76% Add +1.6% 3,020 $939K
Ryan Investment Management, Inc. 0.60% — 3,085 $938K
Destination Wealth Management 0.03% Reduce -17.1% 3,084 $937K
Kingsman Wealth Management, Inc. 0.58% No change 3,082 $937K
Armbruster Capital Management, Inc. 0.17% Reduce -4.9% 3,067 $932K
Brooklyn Investment Group 0.12% Add +307.9% 3,067 $932K
Jackson Wealth Management, LLC 0.10% Reduce -0.0% 3,064 $931K
Front Street Capital Management, Inc. 0.18% Reduce -75.5% 3,058 $929K
Fortitude Family Office, LLC 0.31% No change 3,053 $928K
GHP Investment Advisors, Inc. 0.04% Add +9.7% 3,052 $928K
Kaizen Financial Strategies 0.47% No change 3,049 $927K
Walled Lake Planning & Wealth Management, LLC 0.30% Add +5.4% 3,046 $926K
Hoxton Planning & Management, LLC 0.32% Reduce -1.3% 3,040 $924K
Resurgent Financial Advisors LLC 0.51% Reduce -0.7% 3,037 $923K
Bank of New Hampshire 0.23% Reduce -0.6% 3,031 $921K
Armor Investment Advisors, LLC 0.35% No change 3,030 $921K
Fidelis Capital Partners, LLC 0.08% Reduce -0.0% 2,954 $919K
Per Stirling Capital Management, LLC. 0.12% Reduce -4.2% 3,015 $916K
Vested Financial Planning, LLC 0.81% No change 3,012 $916K
LifeWealth Investments, LLC 0.33% Add +33.0% 3,002 $912K
Atlantic Edge Private Wealth Management, LLC 0.25% Add +2.5% 3,001 $912K
River Wealth Advisors LLC 0.11% Add +4.3% 2,999 $912K
Fairfield, Bush & Co. 0.51% Add +16.6% 2,993 $910K
tru Independence LLC 0.26% Add +120.5% 2,984 $907K
Capital Planning Advisors, LLC 0.13% No change 2,982 $906K
EPG Wealth Management LLC 0.27% Reduce -9.2% 2,981 $906K
Cathy Pareto & Associates, Inc. 0.75% Reduce -0.4% 2,980 $906K
Laurel Wealth Advisors LLC 0.14% Add +121.0% 2,977 $905K
Cedar Point Capital Partners, LLC 0.64% Reduce -0.6% 2,972 $903K
ESL Trust Services, LLC 0.18% Reduce -1.7% 2,960 $900K
Sovereign Financial Group, Inc. 0.19% Add +21.6% 2,959 $899K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -1.3% 2,958 $899K
Tandem Capital Management Corp. 0.45% Reduce -0.3% 2,949 $896K
Banco Santander, S.A. 0.01% No change 2,949 $896K
Channel Wealth LLC 0.25% Add +0.1% 2,946 $895K
Hudson Capital Management LLC 0.26% Add +0.1% 2,940 $894K
Smith Chas P & Associates Pa Cpas 0.05% Reduce -4.9% 2,931 $891K
Clarity Financial LLC 0.10% Add +9.8% 2,926 $889K
Envision Financial Planning, LLC 0.42% No change 2,925 $889K
Creegan & Nassoura Financial Group, LLC 0.58% Reduce -7.0% 2,920 $887K
SlateStone Wealth, LLC 0.08% No change 2,920 $887K
Texas Bank & Trust Co 0.35% No change 2,914 $886K
San Luis Wealth Advisors LLC 0.19% Add +1.0% 2,907 $884K
Archer Investment Management, LLC 0.64% Reduce -12.8% 2,906 $883K
Physician Wealth Solutions Inc. 0.41% Add +4.4% 2,896 $880K
LBMC Investment Advisors, LLC 0.06% No change 2,894 $879K
Buttonwood Financial Advisors Inc. 0.35% Reduce -4.8% 2,891 $879K
Integrated Investment Consultants, LLC 0.17% Reduce -98.3% 2,885 $877K
Virtue Capital Management, LLC 0.16% Reduce -30.6% 2,882 $876K
S&co Inc. 0.06% No change 2,882 $875K
Checchi Capital Advisers, LLC 0.06% Reduce -3.0% 2,878 $875K
Rossby Financial, LCC 0.33% Reduce -0.9% 2,878 $875K
Ibex Wealth Advisors 0.09% New 2,868 $872K
Foster & Motley Inc. 0.05% Reduce -1.9% 2,864 $871K
Pioneer Wealth Management Group 0.32% Add +3.1% 2,865 $871K
Noesis Capital Mangement Corp. 0.15% Reduce -3.6% 2,860 $869K
Shorepath Capital Management LLC 0.72% No change 2,855 $868K
Tilia Fiduciary Partners, Inc. 0.53% Add +3.4% 2,853 $867K
American National Bank & Trust 0.09% Add +1.9% 2,852 $867K
World Equity Group, Inc. 0.24% Reduce -15.1% 2,839 $863K
Lee Danner & Bass Inc. 0.07% No change 2,827 $859K
Riverstone Advisors, LLC 0.46% Add +1.7% 2,825 $859K
Novus Advisors, LLC 1.30% Reduce -75.0% 2,814 $855K
Pointe Capital Management LLC 0.44% Reduce -5.5% 2,812 $855K
Carson Advisory Inc. 0.54% Reduce -8.4% 2,810 $854K
Kelleher Financial Advisors 0.30% Reduce -28.4% 2,809 $854K
O'Connor Financial Group LLC 0.38% Add +15.1% 2,769 $853K
TFC Financial Management, Inc. 0.12% Add +10.1% 2,806 $853K
Bay Capital Advisors, LLC 0.65% Reduce -0.0% 2,806 $853K
Ruggaard & Associates LLC 0.34% Add +8.8% 2,805 $853K
New England Professional Planning Group Inc. 0.39% No change 2,804 $852K
Evolution Wealth Advisors, LLC 0.12% Add +6.6% 2,796 $850K
Keystone Financial Services 0.29% Reduce -1.1% 2,795 $850K
ExodusPoint Capital Management, LP 0.01% New 2,794 $849K
All Terrain Financial Advisors, LLC 0.31% No change 2,792 $849K
Cornerstone Wealth Advisors, Inc. 0.22% Reduce -19.8% 2,789 $848K
Sterling Investment Advisors, Ltd. 0.19% Add +3.0% 2,789 $848K
Ifrah Financial Services, Inc. 0.23% Add +0.5% 2,787 $847K
Welch & Forbes LLC 0.01% Add +37.4% 2,786 $847K
Legacy Trust 0.21% Reduce -0.2% 2,781 $845K
WP Advisors, LLC 0.23% No change 2,770 $842K
Emerald Advisors, LLC 0.11% No change 2,770 $842K
Liberty Square Wealth Partners LLC 0.29% Reduce -0.5% 2,762 $839K
Smithbridge Asset Management Inc. 0.15% Reduce -0.3% 2,761 $839K
Power Wealth Management LLC 0.32% No change 2,760 $839K
CM Wealth Advisors LLC 0.25% Add +4.3% 2,750 $838K
WealthShield Partners, LLC 0.10% Reduce -18.3% 2,753 $837K
Mountain Pacific Investment Advisers LLC 0.06% No change 2,751 $836K
Shared Vision Wealth Group LLC 0.42% No change 2,683 $834K
Aprio Wealth Management, LLC 0.09% Add +2.6% 2,743 $834K
Sellwood Investment Partners LLC 0.40% Reduce -2.1% 2,737 $832K
PAX Financial Group, LLC 0.16% Add +3.5% 2,734 $831K
Capital Advantage, Inc. 0.13% Add +9.4% 2,731 $830K
M1 Capital Management LLC 0.42% Add +17.6% 2,726 $829K
North Berkeley Wealth Management, LLC 0.76% Add +0.8% 2,723 $828K
Headlands Technologies LLC 0.10% Reduce -82.6% 2,723 $828K
Westover Capital Advisors, LLC 0.17% Reduce -0.1% 2,717 $826K
Constant Guidance Financial LLC 0.83% Reduce -3.2% 2,716 $825K
Fortitude Advisory Group L.L.C. 0.47% Add +57.0% 2,715 $825K
Bank of Marin 0.62% New 2,708 $823K
Donor Advised Charitable Giving, Inc. 0.02% No change 2,703 $822K
Afg Fiduciary Services Limited Partnership 0.53% Reduce -0.1% 2,698 $820K
Andina Capital Management, LLC 0.57% Reduce -50.0% 2,698 $820K
Investment Planning Advisors, Inc. 0.29% Add +1.5% 2,695 $819K
Carmel Capital Partners, LLC 0.29% No change 2,691 $818K
Pine Valley Investments Ltd Liability Co 0.05% Add +23.0% 2,679 $815K
Alliance Wealth Management Group 0.21% Reduce -1.1% 2,666 $810K
Towercrest Capital Management 0.14% Reduce -1.1% 2,666 $810K
Fagan Associates, Inc. 0.13% Add +117.7% 2,664 $810K
Talon Private Wealth, LLC 0.11% Add +20.4% 2,664 $810K
Agate Pass Investment Management, LLC 0.33% Reduce -5.6% 2,660 $808K
Comprehensive Financial Consultants Institutional, Inc. 0.27% Reduce -0.1% 2,655 $807K
Oregon Pacific Wealth Management, LLC 0.76% Reduce -18.5% 2,648 $805K
ZEGA Investments, LLC 0.20% New 2,639 $802K
Carnegie Lake Advisors LLC 0.32% Add +0.1% 2,639 $802K
Summit X, LLC 0.15% Add +64.5% 2,638 $802K
Legacy Financial Group, Inc. 0.24% Add +167.5% 2,627 $798K
Ascentis Independent Advisors 0.15% Add +12.3% 2,620 $796K
Vista Investment Partners Ii, LLC 0.38% Reduce -22.0% 2,617 $796K
Beckerman Institutional, LLC 0.53% No change 2,611 $794K
Van Hulzen Asset Management, LLC 0.07% Add +1.4% 2,606 $792K
Tucker Asset Management LLC 0.25% Reduce -0.7% 2,603 $791K
Gilliland Jeter Wealth Management LLC 0.26% Reduce -1.1% 2,603 $791K
USA Financial Formulas 0.14% Reduce -15.8% 2,602 $791K
Van Den Berg Management I, Inc. 0.22% Reduce -1.4% 2,590 $787K
Wealth Advisors Northwest LLC 0.41% No change 2,585 $786K
Salomon & Ludwin, LLC 0.08% Add +5.1% 2,568 $785K
Martel Wealth Advisors LLC 0.15% Add +22.3% 2,581 $784K
Family Investment Center, Inc. 0.18% Add +0.3% 2,574 $782K
Aspen Investment Management Inc 0.33% Reduce -3.8% 2,567 $780K
Lauer Wealth, LLC 0.65% No change 2,496 $780K
Atwood & Palmer Inc. 0.05% Add +91.7% 2,555 $777K
GW&K Investment Management, LLC 0.01% Add +29.4% 2,554 $776K
Abacus Wealth Partners, LLC 0.12% Add +0.1% 2,552 $776K
Ascentis Wealth Management, LLC 0.21% Add +71.2% 2,552 $776K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +47.9% 2,551 $775K
Milestones Private Investment Advisors LLC 0.57% — 2,544 $773K
Marietta Wealth Management, LLC 0.10% No change 2,544 $773K
Chico Wealth RIA 0.61% Reduce -0.7% 2,542 $773K
MidAtlantic Capital Management, Inc. 0.55% Add +192.4% 2,535 $770K
eCIO, Inc. 0.32% Reduce -2.1% 2,529 $769K
Delta Asset Management LLC 0.07% Add +0.1% 2,529 $769K
Sandbox Financial Partners, LLC 0.24% Reduce -1.4% 2,529 $769K
Spirepoint Private Client, LLC 0.09% Reduce -0.4% 2,525 $767K
Stenger Family Office, LLC 0.20% — 2,454 $766K
Wealth Forward, LLC 0.51% Add +11.9% 2,521 $766K
Southland Equity Partners LLC 0.17% Reduce -4.2% 2,520 $766K
Greenwood Capital Associates LLC 0.10% No change 2,520 $766K
RiverGlades Family Offices LLC 0.50% No change 2,505 $761K
Intrinsic Value Partners, LLC 0.68% Reduce -5.4% 2,501 $760K
Fishman Jay A Ltd. 0.07% No change 2,500 $760K
Stegner Investment Associates Inc. 0.47% Reduce -6.3% 2,499 $760K
Worth Asset Management, LLC 0.37% Reduce -50.5% 2,496 $759K
Sierra Summit Advisors LLC 0.13% Reduce -1.0% 2,486 $756K
BlueStem Wealth Partners, LLC 0.09% No change 2,484 $755K
Northwest Bancshares, Inc. 0.13% No change 2,483 $755K
Able Wealth Management LLC 0.38% Reduce -15.3% 2,483 $755K
Prosperity Wealth Management, Inc. 0.28% Add +7.7% 2,473 $752K
Bienville Capital Management, LLC 0.15% No change 2,463 $751K
Triune Financial Partners, LLC 0.21% Reduce -0.5% 2,462 $748K
HighMark Wealth Management LLC 0.37% No change 2,458 $747K
Prairie Wealth Advisors, Inc. 0.32% No change 2,448 $746K
Davis Wealth Advisors, LLC 0.79% Add +0.8% 2,455 $746K
Petra Financial Advisors Inc. 0.47% Add +2.1% 2,449 $744K
Clearwater Capital Advisors, LLC 0.07% Add +1.1% 2,448 $744K
Riversedge Advisors, LLC 0.15% Reduce -3.1% 2,444 $743K
Elmwood Wealth Management, Inc. 0.29% Reduce -7.5% 2,439 $741K
Alexander Labrunerie & Co., Inc. 0.31% Reduce -0.3% 2,439 $741K
Welch Group, LLC 0.03% Add +32.0% 2,435 $740K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +3.0% 2,435 $740K
Windsor Advisory Group, LLC 1.05% Add +0.3% 2,432 $739K
Retirement Wealth Solutions LLC 0.54% Add +1.8% 2,422 $736K
Strata Wealth Advisors, LLC 0.20% Reduce -36.9% 2,422 $736K
Deutsche Bank AG 0.00% No change 2,415 $734K
Outbound Financial Inc 0.67% — 2,412 $733K
Maridea Wealth Management LLC 0.19% Reduce -87.0% 2,404 $731K
Mechanics Bank Trust Department 0.10% No change 2,400 $729K
Nixon Peabody Trust Co. 0.06% Add +9.2% 2,399 $729K
Thomasville National Bank 0.05% Reduce -11.5% 2,395 $728K
Cypress Financial Planning LLC 0.24% Reduce -0.2% 2,385 $725K
Financial Perspectives, Inc 0.22% Add +1.2% 2,365 $719K
Dopkins Wealth Management, LLC 0.32% Reduce -4.4% 2,364 $718K
Transcendent Capital Group LLC 0.37% Add +0.8% 2,361 $718K
Marco Investment Management LLC 0.06% Add +3.9% 2,351 $715K
Elgethun Capital Management 0.14% Reduce -3.3% 2,350 $714K
Bellevue Asset Management, LLC 0.35% Add +3.5% 2,349 $714K
Brown Financial Advisory 0.39% No change 2,339 $711K
Meridian Investment Counsel Inc. 0.19% No change 2,337 $710K
Detalus Advisors, LLC 0.21% Reduce -0.4% 2,335 $710K
Richard P Slaughter Associates Inc 0.14% Reduce -15.8% 2,332 $709K
Manchester Financial Inc. 0.15% Reduce -0.2% 2,324 $706K
May Hill Capital, LLC 0.23% Add +4.3% 2,323 $706K
Moser Wealth Advisors, LLC 0.34% No change 2,322 $706K
Harbour Trust & Investment Management Co 0.08% No change 2,322 $706K
Kanawha Capital Management LLC 0.05% No change 2,321 $705K
Traction Financial Partners, LLC 0.48% Add +17.7% 2,320 $705K
Wise Wealth Partners 1.18% Reduce -4.5% 2,315 $704K
Quest Investment Management LLC 0.08% Add +8.4% 2,311 $702K
Barlow Wealth Partners, LLC 0.08% No change 2,297 $702K
Richard C. Young & CO., LTD. 0.07% No change 2,307 $701K
PFC Capital Group, Inc. 0.32% Add +21.6% 2,301 $699K
Vishria Bird Financial Group, LLC 0.23% No change 2,299 $699K
Tower Research Capital LLC (TRC) 0.02% Add +2568.6% 2,295 $698K
Palumbo Wealth Management LLC 0.21% Reduce -1.5% 2,280 $693K
First County Bank 0.37% Add +1.5% 2,267 $689K
Tobias Financial Advisors, Inc. 0.12% Add +34.4% 2,267 $689K
Certus Wealth Management, LLC 0.44% Add +0.4% 2,266 $689K
MilWealth Group LLC 0.18% No change 2,265 $689K
Centric Wealth Management 0.16% Add +195.4% 2,195 $687K
Private Wealth Asset Management, LLC 0.09% Reduce -1.1% 2,261 $687K
SJS Investment Consulting Inc. 0.11% Add +1.0% 2,259 $687K
Curio Wealth, LLC 0.30% Add +17253.8% 2,256 $686K
CPC Advisors, LLC 0.09% Reduce -3.9% 2,253 $685K
Bridge Creek Capital Management LLC 0.20% Reduce -2.4% 2,240 $681K
Napa Wealth Management 0.33% Reduce -2.5% 2,240 $681K
Waterway Wealth Management, LLC 0.21% Reduce -71.2% 2,238 $680K
Coppell Advisory Solutions LLC 0.08% Add +15.4% 2,242 $680K
Pinnacle Wealth Management Group, Inc. 0.39% Add +0.2% 2,228 $677K
Chancellor Financial Group WB LP 0.53% Add +50.0% 2,225 $676K
Hutchens & Kramer Investment Management Group, LLC 0.31% Add +144.7% 2,224 $676K
Ariadne Wealth Management, LP 0.32% No change 2,123 $674K
Inspirion Wealth Advisors, LLC 0.09% No change 2,218 $674K
BlueChip Wealth Advisors LLC 0.28% Reduce -0.4% 2,218 $674K
Curbstone Financial Management Corp 0.14% No change 2,214 $673K
Verity Asset Management, Inc. 0.32% Reduce -62.7% 2,211 $672K
Burton Enright Welch 0.12% Add +36.5% 2,205 $670K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% Reduce -2.9% 2,203 $670K
Apeiron RIA LLC 0.17% Reduce -4.4% 2,203 $670K
Veracity Capital LLC 0.23% Reduce -1.7% 2,199 $668K
Pinnacle Wealth Planning Services, Inc. 0.09% Reduce -1.8% 2,199 $668K
WealthCare Investment Partners, LLC 0.24% Add +3.2% 2,162 $666K
Archford Capital Strategies, LLC 0.09% Add +12.5% 2,191 $666K
Quent Capital, LLC 0.06% Add +30.7% 2,189 $665K
Safeguard Investment Advisory Group, LLC 0.17% Add +18.1% 2,187 $665K
Sonoma Private Wealth LLC 0.81% No change 2,187 $665K
Baker Tilly Wealth Management, LLC 0.24% Add +14.8% 2,186 $664K
JB Capital LLC 0.03% Reduce -19.1% 2,186 $664K
Planning Alternatives Ltd. 0.09% Add +96.0% 2,185 $664K
Sharp Wealth Advisory, LLC 0.43% Reduce -39.3% 2,182 $663K
Garden State Investment Advisory Services LLC 0.18% Reduce -2.4% 2,173 $663K
Oak Wealth Advisors LLC 0.42% Add +28.0% 2,178 $662K
Whitaker-Myers Wealth Managers, LTD. 0.17% Reduce -11.2% 2,174 $661K
Better Money Decisions, LLC 0.40% Reduce -1.5% 2,167 $659K
Ewa, LLC 0.21% Reduce -1.6% 2,165 $658K
McCarter Private Wealth Services LLC 0.38% No change 2,159 $656K
Meridian Financial Partners LLC 0.31% Reduce -13.0% 2,160 $656K
Richardson Financial Services Inc. 0.44% Add +12.5% 2,158 $656K
Baldwin Wealth Partners LLC 0.04% No change 2,150 $653K
Hager Investment Management Services, LLC 0.39% Reduce -3.8% 2,148 $653K
Vantage Investment Partners, LLC 0.05% No change 2,144 $652K
Patten & Patten Inc. 0.04% Reduce -12.8% 2,131 $648K
Camarda Financial Advisors, LLC 0.25% Add +13.5% 2,127 $646K
Family Office Research LLC 0.30% Add +15.7% 2,119 $644K
Adamsbrown Wealth Consultants LLC 0.19% Reduce -7.2% 2,119 $644K
BCGM Wealth Management, LLC 0.18% Add +13.9% 2,117 $643K
Legacy Financial Group LLC 0.09% Reduce -19.8% 2,107 $640K
Ofc Financial Planning, LLC 0.68% No change 2,105 $640K
Flavin Financial Services, Inc. 0.62% Reduce -22.6% 2,102 $639K
MKT Advisors LLC 0.25% Add +66.5% 2,096 $637K
Cordatus Wealth Management LLC 0.16% No change 2,091 $636K
Legacy Capital Group California, Inc. 0.18% Add +0.2% 2,090 $635K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% No change 2,088 $635K
Integrity Financial Corp 0.32% Add +74.8% 2,077 $633K
Alaska Wealth Advisors, LLC 0.09% No change 2,081 $633K
Alpha Financial Partners LLC 0.46% Reduce -42.5% 2,079 $632K
Mma Asset Management LLC 0.24% Add +0.1% 2,079 $632K
Potentia Wealth 0.36% New 2,070 $629K
Clayton Financial Group LLC 0.75% Reduce -43.7% 2,070 $629K
Nestegg Advisors, Inc. 0.61% New 2,068 $629K
Insight Advisors, LLC/ PA 0.10% Add +1.4% 2,068 $629K
Flagstone Financial Management 0.18% Reduce -25.6% 2,065 $628K
Crabel Capital Management, LLC 0.38% Add +1.4% 2,064 $627K
Mason & Associates, LLC 0.16% Reduce -1.9% 2,064 $627K
Anson Capital, Inc. 0.51% Add +0.1% 2,064 $627K
Elios Financial Group Inc. 0.28% Reduce -0.1% 2,060 $626K
Lakeridge Wealth Management LLC 0.29% Add +0.8% 2,055 $625K
Vectors Research Management, LLC 0.21% Reduce -0.3% 2,052 $624K
Nova R Wealth, Inc. 0.29% Add +1.3% 2,049 $623K
Oxler Private Wealth LLC 0.20% No change 2,049 $623K
Viawealth, LLC 0.37% Reduce -11.2% 2,046 $622K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% No change 2,046 $622K
Financial Security Advisor, Inc. 0.14% Add +0.3% 2,038 $621K
Penobscot Wealth Management 0.22% Reduce -10.5% 2,043 $621K
Weaver Capital Management LLC 0.15% No change 2,038 $619K
Vestia Personal Wealth Advisors 0.42% Add +2.5% 16,205 $618K
Lafayette Investments, Inc. 0.12% Add +102.2% 2,032 $618K
SOA Wealth Advisors, LLC. 0.11% Add +2.0% 2,028 $616K
4J Wealth Management LLC 0.42% No change 2,026 $616K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +28.4% 2,024 $616K
Ethos Financial Group, LLC 0.05% Add +48.2% 2,014 $614K
Cadence Wealth Management LLC 0.41% Reduce -0.1% 2,019 $614K
Condor Capital Management 0.05% Reduce -6.4% 2,017 $613K
DF Dent & Co. Inc. 0.01% New 2,015 $612K
Main Street Research LLC 0.04% Add +0.5% 2,007 $612K
Payne Capital Management, LLC 0.24% Add +18.9% 2,011 $611K
DiNuzzo Private Wealth, Inc. 0.07% Reduce -0.1% 2,008 $610K
Hilltop Partners LLC 0.18% New 2,006 $610K
Sara-Bay Financial 0.22% Reduce -28.8% 2,006 $610K
Canal Capital Management, LLC 0.10% New 2,004 $609K
Colton Groome Financial Advisors, LLC 0.21% Add +9.3% 2,002 $608K
Guardian Partners Inc. 0.05% No change 1,975 $607K
GPS Wealth Strategies Group, LLC 0.07% Reduce -12.0% 1,995 $606K
AG Asset Advisory, LLC 0.53% No change 1,993 $606K
True Link Financial Advisors, LLC 0.04% Reduce -11.2% 1,993 $606K
Financial Consulate, Inc. 0.12% Reduce -13.3% 1,991 $605K
First American Trust, FSB 0.05% Add +3.7% 1,988 $604K
Vantage Point Financial LLC 0.26% Reduce -3.8% 1,984 $603K
Deltec Asset Management LLC 0.11% No change 1,983 $603K
Apriem Advisors 0.06% Reduce -2.4% 1,975 $600K
Sterling Investment Management, LLC 0.39% No change 1,960 $596K
Meeder Advisory Services, Inc. 0.03% Reduce -10.8% 1,958 $595K
Red Crane Wealth Management, LLC 0.54% Reduce -0.4% 1,950 $593K
Whitcomb & Hess, Inc. 0.17% Add +2.3% 1,949 $592K
Alta Wealth Advisors LLC 0.28% Add +3.2% 1,946 $592K
Grange Capital, LLC 0.62% Reduce -8.0% 1,941 $590K
Tilson Financial Group, Inc. 0.22% Reduce -73.6% 1,942 $590K
Strategic Wealth Partners, Ltd. 0.05% — 1,940 $590K
Affinity Wealth Management LLC 0.09% Add +0.5% 1,940 $590K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -82.8% 1,932 $587K
Retirement Investment Advisors, Inc. 0.05% No change 1,929 $586K
Rakuten Securities, Inc. 0.23% Reduce -53.5% 1,927 $586K
Parker Investment Management, LLC 0.09% No change 1,925 $585K
Websterrogers Financial Advisors, LLC 0.19% Reduce -0.3% 1,924 $585K
Chicago Wealth Management, Inc. 0.28% No change 1,923 $584K
Anchor Capital Advisors LLC 0.02% No change 1,920 $584K
Fortis Capital Management LLC 0.09% Reduce -0.5% 1,916 $582K
HRC Wealth Management, LLC 0.31% No change 1,916 $582K
Claris Financial LLC 0.44% Add +0.2% 1,914 $582K
Knightsbridge Asset Management, LLC 0.13% Reduce -25.1% 1,905 $579K
CPA Asset Management Group, LLC 0.24% No change 1,904 $579K
New Insight Wealth Advisors 0.24% Add +0.1% 1,904 $579K
Aufman Associates Inc 0.36% No change 1,896 $576K
ERn Financial, LLC 0.12% Reduce -7.5% 1,894 $576K
Taylor Hoffman Capital Management LLC 0.20% No change 1,893 $575K
Elser Financial Planning, Inc 0.72% Add +0.4% 1,889 $574K
Platform Technology Partners 0.15% Reduce -5.8% 1,887 $573K
Delta Investment Management, LLC 0.11% Reduce -2.0% 1,886 $573K
DDD Partners, LLC 0.06% Add +134.2% 1,883 $572K
Seelaus Asset Management LLC 0.51% Add +67.4% 1,882 $572K
Northside Capital Management, LLC 0.04% No change 1,880 $571K
TFG Advisers LLC 0.20% Reduce -0.1% 1,876 $570K
Kera Capital Partners, Inc. 0.11% Reduce -24.8% 1,875 $570K
Keystone Financial Group, Inc. 0.36% Add +1.3% 1,840 $569K
Ignite Planners, LLC 0.10% New 1,840 $569K
Northcape Wealth Management, LLC 0.17% No change 1,870 $568K
Alliance Wealth Advisors, LLC 0.14% No change 1,869 $568K
Childress Capital Advisors, LLC 0.14% Reduce -0.9% 1,869 $568K
Geneva Partners, LLC 0.23% Add +0.4% 1,869 $568K
Destiny Wealth Partners, LLC 0.08% Reduce -12.0% 1,868 $568K
Clarion Wealth Managment Partners, LLC 0.62% — 1,863 $566K
Attessa Capital LLC 0.36% No change 1,863 $566K
Amarillo National Bank 0.10% No change 1,856 $564K
Waddell & Associates, LLC 0.06% Add +4.2% 1,850 $562K
Paradigm Capital Management, LLC 0.56% Reduce -2.4% 1,848 $562K
Legacy CG, LLC 0.17% No change 1,839 $559K
Retirement Financial Solutions, LLC 0.20% Reduce -0.2% 1,837 $558K
Beverly Hills Private Wealth, LLC 0.11% No change 1,832 $557K
Aspetuck Financial Management LLC 0.42% No change 1,831 $556K
Figure 8 Investment Strategies LLC 0.54% No change 1,823 $554K
Houlihan Financial Resource Group, Ltd. 0.23% No change 1,822 $554K
Significant Wealth Partners LLC 0.27% No change 1,818 $553K
Planning Center, Inc. 0.06% Reduce -2.4% 1,818 $552K
Patten Group, Inc. 0.12% Add +22.6% 1,815 $552K
MinichMacGregor Wealth Management, LLC 0.12% Add +62.1% 1,814 $551K
Field & Main Bank 0.18% Reduce -14.7% 1,801 $547K
17 Capital Partners, LLC 0.32% Add +14.5% 1,798 $546K
Financial Guidance Group, Inc. 0.27% Add +0.6% 1,798 $546K
Broadleaf Partners, LLC 0.12% Reduce -15.2% 1,797 $546K
Melone Private Wealth, LLC 0.28% Reduce -7.1% 1,799 $546K
Vertex Planning Partners, LLC 0.11% Reduce -14.0% 1,795 $546K
Bar Harbor Wealth Management 0.03% Reduce -19.6% 1,795 $546K
Country Trust Bank 0.01% Add +132.2% 1,795 $546K
Roman Butler Fullerton & Co. 0.16% Add +0.1% 1,732 $543K
Financial Partners Group, Inc 0.07% No change 1,782 $542K
Crowley Wealth Management, Inc. 0.49% Add +98.7% 1,782 $542K
Coign Capital Advisors LLC 0.37% No change 1,776 $540K
PFG Private Wealth Management, LLC 0.28% New 1,776 $540K
Red Mountain Financial, LLC 0.60% Add +0.2% 1,771 $538K
Arcataur Capital Management LLC 0.17% No change 1,764 $536K
Wayfinding Financial, LLC 0.24% Reduce -6.1% 1,723 $535K
Safe Harbor Fiduciary, LLC 0.50% Reduce -3.7% 1,760 $535K
JT Stratford LLC 0.08% New 1,759 $535K
Yardley Wealth Management LLC 0.29% No change 1,754 $533K
Virtus Wealth Solutions LLC 0.11% Add +0.3% 1,753 $533K
Great Waters Wealth Management 0.07% Reduce -1.1% 1,752 $532K
Independent Solutions Wealth Management, LLC 0.10% No change 1,750 $532K
Chemistry Wealth Management LLC 0.11% Add +3.2% 1,750 $532K
Johnson & White Wealth Management, LLC 0.27% Add +0.1% 1,746 $531K
Cannon Wealth Management Services, LLC 0.43% No change 1,746 $531K
Solutions 4 Wealth, Ltd 0.88% Add +46.1% 1,740 $529K
Williams & Novak, LLC 0.45% Reduce -11.3% 1,740 $529K
Norden Group LLC 0.06% Reduce -19.6% 1,739 $529K
Catalina Capital Group, LLC 0.36% Reduce -0.1% 1,735 $527K
Purus Wealth Management, LLC 0.18% Add +52.8% 1,730 $526K
One Wealth Map LLC 0.29% New 1,697 $525K
Sincerus Advisory, LLC 0.49% Add +2.3% 1,672 $525K
Indie Asset Partners, LLC 0.95% Add +3.0% 1,725 $524K
M. Kraus & Co 0.15% No change 1,724 $524K
Spectrum Financial Alliance Ltd LLC 0.14% Add +129.9% 1,674 $523K
Tectonic Advisors LLC 0.03% Reduce -1.1% 1,717 $522K
Investment Counsel Co. of Nevada 1.07% Add +0.3% 1,714 $521K
SWAN Capital LLC 0.23% Reduce -7.4% 1,713 $521K
Blue Barn Wealth, LLC 0.24% No change 1,706 $519K
Wealthgarden F.S. LLC 0.43% Add +3.2% 1,666 $518K
RB Capital Management, LLC 0.12% Add +4.3% 1,704 $518K
Keebeck Wealth Management 0.07% Add +11.1% 1,697 $517K
FFG Partners, LLC 0.17% Add +6.9% 1,701 $517K
Sachetta, LLC 0.20% Reduce -10.3% 1,700 $517K
Ervin Investment Management, LLC 0.32% No change 1,696 $515K
Crane Advisory, LLC 0.09% No change 1,674 $514K
Towerpoint Wealth, LLC 0.23% Add +20.7% 1,690 $514K
Mirador Capital Partners LP 0.08% Add +0.2% 1,688 $513K
Up Strategic Wealth Investment Advisors LLC 0.40% Reduce -3.6% 1,687 $513K
Clarity Asset Management, Inc. 0.30% No change 1,682 $511K
T. Rowe Price Associates Inc. 0.00% Reduce -19.2% 1,680 $511K
Prostatis Group LLC 0.15% Add +19.7% 1,681 $511K
Americana Partners, LLC 0.02% No change 1,677 $510K
Sentinel Pension Advisors, LLC 0.09% Add +4.5% 1,671 $508K
Retirement Systems of Alabama 0.00% Add +3.1% 1,670 $508K
Trust Co. of Oklahoma 0.16% Reduce -0.9% 1,667 $507K
1ST Source Bank 0.03% Add +50.6% 1,664 $506K
Lyell Wealth Management, LP 0.04% Reduce -15.3% 1,663 $505K
Hibernia Wealth Partners, LLC 0.18% Add +103.9% 1,660 $505K
Alpha Wealth Funds, LLC 0.47% New 3,389 $502K
Paragon Advisors, LLC 0.13% Add +14.6% 1,647 $500K
Oak Harvest Investment Services 0.06% Add +7.0% 1,645 $500K
Causey Wealth LLC 0.26% Add +24.1% 1,643 $499K
Horizon Investment Services, LLC 0.22% Reduce -15.8% 1,642 $499K
Fusion Capital, LLC 0.17% Add +1.7% 1,638 $498K
Innovative Wealth Building LLC 0.41% Reduce -11.0% 1,638 $498K
Grantvest Financial Group LLC 0.37% Add +6.3% 1,637 $498K
Encompass Wealth Advisors, LLC 0.18% Reduce -8.3% 1,635 $497K
Horizons Wealth Management 0.36% Add +0.7% 1,632 $496K
Factor Wealth Management LTD 0.14% No change 1,629 $495K
Arkos Global Advisors 0.07% Add +11.8% 1,624 $494K
BCU Wealth Advisors, LLC 0.22% Add +32.6% 1,625 $494K
Greykasell Wealth Strategies, Inc. 0.24% Reduce -1.8% 1,623 $493K
Arthur M. Cohen & Associates, LLC 0.09% No change 1,622 $493K
Lauterbach Financial Advisors, LLC 0.27% No change 1,621 $493K
Conquis Financial LLC 0.48% Reduce -1.4% 1,613 $492K
FORM Wealth Advisors, LLC 0.06% No change 1,616 $491K
Ironwood Investment Counsel, LLC 0.08% Add +161.1% 9,897 $490K
Kingstone Capital Partners Texas, LLC 0.32% No change 1,610 $489K
Global Strategic Investment Solutions, LLC 0.05% No change 1,606 $488K
Diligent Investors, LLC 0.12% Reduce -3.2% 1,601 $487K
Novare Capital Management LLC 0.04% Reduce -2.6% 1,596 $485K
Opus Capital Group, LLC 0.06% Add +14.3% 1,595 $485K
Buska Wealth Management, LLC 0.13% No change 1,596 $485K
Beacon Financial Advisory LLC 0.13% Add +21.5% 1,594 $484K
Tactive Advisors, LLC 0.16% — 1,590 $483K
Grey Fox Wealth Advisors, LLC 0.11% Add +2.3% 1,572 $479K
MSH Capital Advisors LLC 0.14% Reduce -2.8% 1,573 $478K
Paragon Capital Management Ltd 0.09% Reduce -2.1% 1,569 $477K
Charter Research & Investment Group, Inc. 0.36% No change 1,569 $477K
Retirement Guys Formula LLC 0.18% No change 1,565 $476K
Fielder Capital Group LLC 0.13% No change 1,557 $473K
M. Kulyk & Associates, LLC 0.10% Add +58.0% 1,555 $473K
Chesapeake Asset Management LLC 0.43% Add +335.6% 1,555 $473K
Cardinal Strategic Wealth Guidance 0.14% No change 1,553 $472K
Precision Wealth Strategies, LLC 0.15% Reduce -77.9% 1,553 $472K
Zullo Investment Group, Inc. 0.19% No change 1,551 $471K
Firethorn Wealth Partners, LLC 0.20% Add +12.5% 1,550 $471K
Summit Wealth & Retirement Planning, Inc. 0.13% New 1,549 $471K
Aviso Wealth Management 0.22% New 1,534 $466K
Trivium Point Advisory, LLC 0.05% Reduce -0.1% 1,531 $465K
Register Financial Advisors LLC 0.20% Add +3.4% 1,521 $462K
Newman Dignan & Sheerar, Inc. 0.11% New 1,520 $462K
Ariston Services Group 0.33% Add +7.7% 1,520 $462K
Fiduciary Family Office, LLC 0.15% Reduce -26.2% 1,520 $462K
EnRich Financial Partners LLC 0.14% Reduce -1.4% 1,517 $461K
1834 Investment Advisors Co. 0.06% No change 1,513 $460K
Chilton Capital Management LLC 0.02% Reduce -7.7% 1,510 $459K
Chapman Financial Group, LLC 0.39% — 1,509 $459K
Intelligence Driven Advisers, LLC 0.07% Reduce -8.2% 1,507 $458K
Herold Advisors, Inc. 0.10% Add +0.1% 1,503 $457K
Spectrum Asset Management, Inc. (NB/CA) 0.20% No change 1,498 $457K
Delta Capital Management LLC 0.26% No change 1,500 $456K
Collective Family Office LLC 0.12% No change 1,500 $456K
Costello Asset Management, INC 0.17% Add +5.3% 1,497 $455K
Elevated Capital Advisors, LLC 0.13% No change 1,652 $454K
Holderness Investments Co. 0.10% No change 1,493 $454K
Mezzasalma Advisors, LLC 0.14% No change 1,490 $453K
Stablepoint Partners, LLC 0.08% Reduce -0.9% 1,487 $452K
Hamilton Capital, LLC 0.02% Add +3.9% 1,486 $452K
Ring Mountain Capital, LLC 0.27% No change 1,457 $450K
Brewster Financial Planning LLC 0.30% No change 1,481 $450K
Oak Family Advisors, LLC 0.16% Add +79.4% 1,473 $448K
Blue Fin Capital, Inc. 0.08% No change 1,470 $447K
Ellis Investment Partners, LLC 0.09% Reduce -7.5% 1,469 $447K
Canandaigua National Bank & Trust Co. 0.04% No change 1,469 $446K
1832 Asset Management L.P. 0.00% No change 1,468 $446K
FSA Advisors, Inc. 0.36% Reduce -74.8% 1,465 $445K
Cambridge Financial Group, LLC 0.17% Reduce -47.2% 1,465 $445K
WESPAC Advisors, LLC 0.31% Reduce -0.8% 1,463 $445K
Advisory Resource Group 0.09% Add +2.4% 1,457 $443K
Schiavi & Co LLC 0.15% Add +12.4% 1,456 $443K
Great Lakes Advisors, LLC 0.00% Reduce -79.9% 1,453 $442K
W Advisors, LLC 0.25% New 1,452 $441K
Leeward Financial Partners, LLC 0.14% Add +0.5% 1,446 $439K
Optivise Advisory Services LLC 0.22% No change 1,442 $438K
Paragon Financial Partners, Inc. 0.30% No change 1,441 $438K
Private Client Services, LLC 0.17% Add +10.4% 1,438 $437K
Lynch & Associates 0.09% Reduce -9.4% 1,438 $437K
North Point Portfolio Managers Corp. 0.07% No change 1,438 $437K
Integrity Investment Advisors, LLC 0.34% No change 1,436 $436K
Jackson Square Capital, LLC 0.10% Reduce -21.9% 1,432 $435K
American Capital Advisory, LLC 0.22% No change 1,429 $434K
Trillium Asset Management, LLC 0.01% No change 1,428 $434K
Delta Financial Advisors LLC 0.15% Add +3.5% 1,424 $433K
Freedom Investment Management, Inc. 0.03% Add +66.8% 1,421 $432K
Sachem Hill LLC 0.09% Reduce -34.5% 1,412 $429K
Longview Financial Advisors LLC 0.27% No change 1,410 $429K
Abbot Financial Management, Inc. 0.20% Reduce -2.8% 1,406 $427K
Palo Alto Wealth Advisors, LLC 0.16% Reduce -15.5% 1,398 $426K
Pillar Financial Advisors, LLC 0.29% No change 1,402 $426K
Mountain Capital Investment Advisors Inc. 0.08% Add +0.9% 1,399 $425K
Ritter Daniher Financial Advisory LLC / DE 0.10% Reduce -2.0% 1,399 $425K
One Wealth Advisors, LLC 0.06% Reduce -1.6% 1,398 $425K
Townsquare Capital LLC 0.04% Reduce -98.8% 1,391 $423K
Woodley Farra Manion Portfolio Management Inc. 0.02% Reduce -7.0% 1,385 $422K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $422K
Parcion Private Wealth LLC 0.03% No change 1,383 $420K
Seek First Inc. 0.34% No change 1,379 $419K
Midwest Capital Advisors, LLC 0.22% Add +1.9% 1,379 $419K
Arrow Financial Corp 0.04% No change 1,378 $419K
Triangle Securities Wealth Management 0.10% Reduce -4.5% 1,368 $416K
Prosperity Financial Group, Inc. 0.18% Add +1.0% 1,367 $415K
Sollinda Capital Management LLC 0.11% Add +9.7% 1,365 $415K
Riverbend Wealth Management, LLC 0.31% New 1,361 $414K
Unified Investment Management 0.44% Add +25.0% 1,361 $414K
John W. Brooker & Co., CPAs 0.97% Reduce -92.8% 1,341 $413K
Convergence Financial, LLC 0.07% Reduce -16.1% 1,359 $413K
Jefferies Financial Group Inc. 0.01% Reduce -35.3% 1,359 $413K
Aull & Monroe Investment Management Corp 0.22% Reduce -12.9% 1,355 $412K
GoalFusion Wealth Management, LLC 0.21% Add +1.3% 1,355 $412K
John G Ullman & Associates Inc. 0.06% Add +14.7% 1,354 $412K
Marshall Financial Group, LLC 0.08% Reduce -31.5% 1,346 $411K
BankPlus Trust Department 0.12% Add +30.4% 1,347 $409K
Entrewealth, LLC 0.28% No change 1,346 $409K
TrueWealth Advisors, LLC 0.12% Add +3.4% 1,343 $408K
Drake & Associates, LLC 0.10% Add +2.0% 1,341 $408K
Burt Wealth Advisors 0.09% Add +0.2% 1,341 $408K
NTV Asset Management LLC 0.05% Reduce -1.8% 1,341 $408K
Kellett Wealth Advisors, LLC 0.27% Reduce -1.7% 1,339 $407K
Buck Wealth Strategies, LLC 0.06% New 1,336 $406K
Waterfront Wealth Inc. 0.09% Add +20.8% 1,335 $406K
InTrack Investment Management Inc 0.27% Reduce -8.1% 1,332 $405K
Capital Investment Services of America, Inc. 0.04% No change 1,330 $404K
Vermillion & White Wealth Management Group, LLC 0.26% Add +1.4% 1,324 $403K
Darrow Company, Inc. 0.20% Reduce -0.8% 1,314 $399K
McCollum Christoferson Group LLC 0.12% Reduce -2.2% 1,311 $398K
Brooks, Moore & Associates, Inc. 0.21% Reduce -32.1% 1,269 $395K
Awm Capital, LLC 0.04% Reduce -16.0% 1,295 $395K
Leading Edge Financial Planning LLC 0.11% Add +4.8% 1,295 $393K
Axis Wealth Partners, LLC 0.26% Reduce -13.4% 1,293 $393K
Fulcrum Capital LLC 0.08% No change 1,291 $392K
BetterWealth, LLC 0.10% Reduce -14.0% 1,290 $392K
Vigilare Wealth Management 0.15% No change 1,284 $390K
Principia Wealth Advisory, LLC 0.33% Reduce -2.0% 1,282 $390K
Trust Co. of Toledo NA 0.04% New 1,281 $389K
Peoples Bank 0.24% Reduce -23.5% 1,273 $387K
WestHill Financial Advisors, Inc. 0.08% Add +0.2% 1,264 $384K
JSF Financial, LLC 0.09% No change 1,264 $384K
Hartmann Taylor Wealth Management, LLC 0.32% Reduce -0.3% 1,261 $383K
Purkiss Capital Advisors LLC 0.21% Reduce -1.6% 1,254 $381K
Dakota Community Bank & Trust NA 1.70% No change 1,250 $380K
LCNB Corp. 0.13% No change 1,250 $380K
Richardson Capital Management LLC 0.20% No change 1,243 $378K
Oxinas Partners, LLC 0.19% No change 1,243 $378K
Lifeworks Advisors, LLC 0.06% Reduce -2.8% 1,242 $378K
Global Wealth Strategies & Associates 0.11% Add +5.3% 1,241 $377K
M Wealth Management, LLC 0.35% No change 1,241 $377K
Sage Capital Management, LLC 0.18% Reduce -0.1% 1,241 $377K
ProVise Management Group, LLC 0.03% New 1,237 $376K
Burk Holdings LLC 0.24% New 1,235 $375K
Syntax Research, Inc. 0.27% No change 1,234 $375K
Navalign, LLC 0.10% Reduce -6.8% 1,231 $374K
Maple Capital Management, Inc. 0.03% Reduce -16.8% 1,228 $373K
Wheelhouse Advisory Group LLC 0.18% Reduce -7.8% 1,225 $373K
Epiq Partners, LLC 0.20% No change 1,221 $371K
Diversified Investment Strategies, LLC 0.25% No change 1,220 $371K
Elevate Wealth Advisory, Inc. 0.26% Add +0.5% 1,215 $370K
25 LLC 0.14% Reduce -12.6% 1,210 $368K
G&S Capital LLC 0.15% Reduce -5.5% 1,209 $367K
Essex Investment Management Co. LLC 0.07% No change 1,206 $367K
Opes Wealth Management LLC 0.06% Add +28.6% 1,202 $365K
Wolff Financial Management LLC 0.09% Add +3.6% 1,198 $364K
Roth Financial Partners LLC 0.13% Add +6.2% 1,196 $364K
Journey Beyond Wealth, LLC 0.31% Reduce -5.5% 1,195 $363K
Bond & Devick Financial Network, Inc. 0.12% No change 1,194 $363K
Comprehensive Financial Planning, Inc. 0.29% Add +0.8% 1,193 $362K
NBW Capital LLC 0.08% New 1,192 $362K
Montz Harcus Wealth Management LLC 0.17% Reduce -0.9% 1,190 $362K
Dana Investment Advisors, Inc. 0.01% No change 1,189 $361K
North Capital, Inc. 0.31% Reduce -5.3% 1,187 $361K
Red Tortoise LLC 0.18% No change 1,187 $361K
Strait & Sound Wealth Management LLC 0.15% Reduce -1.8% 1,185 $360K
Bensler, LLC 0.04% Reduce -0.7% 1,185 $360K
Voisard Asset Management Group, Inc. 0.09% No change 1,182 $359K
Horizon Kinetics Asset Management LLC 0.00% Reduce -9.2% 1,182 $359K
Granite Bay Wealth Management, LLC 0.12% Reduce -0.2% 1,181 $359K
Arlington Financial Advisors, LLC 0.06% Reduce -88.8% 1,175 $357K
Watchman Group, Inc. 0.09% Add +9.5% 1,169 $355K
Optimum Investment Advisors 0.15% Reduce -61.0% 1,169 $355K
Compton Financial Group, LLC 0.09% No change 1,167 $355K
Northwest Financial Advisors 0.49% Reduce -71.8% 1,166 $354K
Goodman Financial Corp 0.07% New 1,163 $354K
Silvia McColl Wealth Management, LLC 0.26% Reduce -6.7% 1,162 $353K
Tribridge Partners Financial LLC 0.21% — 1,159 $352K
Toronto Dominion Bank 0.00% Add +31.1% 1,154 $351K
Gould Asset Management LLC 0.07% Reduce -11.2% 1,155 $351K
Cambridge Capital Management, LLC 0.19% Reduce -0.7% 1,154 $351K
Castle Rock Wealth Management, LLC 0.08% Add +0.3% 1,124 $349K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $348K
Seascape Capital Management 0.11% Reduce -0.9% 1,147 $348K
Capital Squared Financial LLC 0.40% — 1,142 $347K
Villere St Denis J & Co. LLC 0.03% Reduce -12.3% 1,141 $347K
Guardian Financial Partners, LLC 0.16% Add +8.8% 1,139 $346K
Walker Asset Management, LLC 0.20% No change 1,138 $346K
Clark Financial Services Group Inc. 0.21% No change 1,136 $345K
Kure Advisory, LLC 0.23% Add +6.0% 1,136 $345K
ZWJ Investment Counsel Inc. 0.01% Reduce -23.4% 1,135 $345K
Kintra Wealth, LLC 0.21% Reduce -9.2% 1,134 $345K
Prestige Wealth Management Group LLC 0.07% No change 1,129 $344K
Second Line Capital, LLC 0.08% No change 1,129 $344K
Alamar Capital Management, LLC 0.19% Reduce -0.3% 1,125 $343K
Commonwealth Financial Services, LLC 0.07% Reduce -10.1% 1,127 $343K
Dominguez Wealth Management Solutions, Inc. 0.24% Reduce -21.0% 1,126 $342K
Sittner & Nelson, LLC 0.14% Reduce -44.6% 1,122 $341K
Cowa, LLC 0.13% Add +2.1% 1,121 $341K
Mark Sheptoff Financial Planning, LLC 0.18% Add +4.7% 1,121 $341K
Verisail Partners, LLC 0.14% No change 1,118 $340K
SPG Advisors LLC 4.07% — 1,117 $339K
Rollins Financial Advisors, LLC 0.05% Reduce -20.0% 1,117 $339K
Milestone Asset Management, LLC 0.07% New 1,114 $339K
Norris Perne & French LLP 0.02% New 1,113 $338K
Nicholas Wealth, LLC. 0.30% Add +27.2% 1,112 $338K
MIdWestOne Financial Group, Inc. 0.04% No change 1,111 $338K
Factorial Partners, LLC 0.24% New 1,110 $337K
SWP Financial LLC 0.19% Reduce -0.7% 1,109 $337K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Vance Wealth, LLC 0.11% Reduce -8.4% 1,102 $335K
Heartwood Wealth Advisors LLC 0.03% No change 1,101 $335K
FWG Investments, LLC. 0.25% New 1,101 $335K
Clientfirst Wealth Management, LLC 0.34% No change 1,100 $334K
CoreFirst Bank & Trust 0.19% No change 1,100 $334K
Johns Hopkins University 0.02% Reduce -21.8% 1,093 $332K
Riverwater Partners LLC 0.16% No change 1,092 $332K
Robinson Smith Wealth Advisors LLC 0.27% New 1,091 $332K
Bell Investment Advisors, Inc 0.06% Reduce -20.2% 1,090 $331K
Chaney Capital Management, Inc. 0.13% No change 1,090 $331K
Charter Capital Management, LLC\DE 0.19% — 1,089 $331K
Private Capital Management, LLC 0.03% No change 1,089 $331K
Woodstock Corp. 0.03% No change 1,089 $331K
Fort Washington Investment Advisors Inc. 0.00% Add +1.7% 1,085 $330K
Joule Financial, LLC 0.11% Add +0.8% 1,081 $330K
Forte Asset Management LLC 0.17% No change 1,080 $329K
Ballast, Inc. 0.09% No change 1,080 $328K
Orin Green Financial, LLC 0.14% No change 1,075 $327K
Lummis Asset Management, LP 0.21% Reduce -32.7% 1,073 $326K
William Howard & Co Financial Advisors Inc 0.28% Add +1.3% 1,071 $325K
Spectrum Planning & Advisory Services Inc. 0.21% No change 1,070 $325K
Natural Investments, LLC 0.08% Reduce -5.6% 1,070 $325K
American State Bank (Iowa) 0.18% Reduce -9.1% 1,069 $325K
Morey & Quinn Wealth Partners, LLC 0.26% Add +29.8% 1,067 $324K
Your Advocates Ltd., LLP 0.12% Add +21.9% 1,067 $324K
West Branch Capital LLC 0.10% Reduce -7.5% 1,067 $324K
Headland Capital, LLC 0.10% Add +11.7% 1,066 $324K
AAF Wealth Management, LLC 0.15% Reduce -2.9% 1,065 $324K
Tranquility Partners, LLC 0.12% Add +10.3% 1,064 $323K
American Asset Management Inc. 0.30% No change 1,063 $323K
Warren Street Wealth Advisors, LLC 0.11% Reduce -25.2% 1,061 $322K
Nvest Financial, LLC 0.17% Add +17.4% 1,060 $322K
Walker Financial Services, Inc. 0.15% Reduce -0.8% 1,056 $321K
Sugar Maple Asset Management, LLC 0.25% Reduce -10.4% 1,055 $321K
Plan A Wealth LLC 0.18% No change 1,055 $321K
Core Wealth Partners LLC 0.16% No change 1,053 $320K
Old Mission Investment Co LLC 0.09% No change 1,052 $320K
Centerpoint Advisors, LLC 0.11% Reduce -3.2% 1,050 $319K
Aurdan Capital Management, LLC 0.11% New 1,049 $319K
Fortem Financial Group, LLC 0.10% Reduce -24.4% 1,047 $318K
Schnieders Capital Management LLC 0.06% No change 1,047 $318K
GEM Asset Management, LLC 0.16% Add +0.1% 1,035 $316K
Invera Wealth Advisors, LLC 0.21% No change 1,040 $316K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -1.2% 1,034 $314K
Nemes Rush Group LLC 0.03% Add +8.1% 1,034 $314K
Ade, LLC 0.17% Add +28.3% 1,033 $314K
FSB Premier Wealth Management, Inc. 0.11% Reduce -5.1% 1,031 $313K
STAR Financial Bank 0.20% New 1,030 $313K
Pinkerton Wealth, LLC 0.04% Reduce -15.2% 1,028 $313K
Tepp RIA, LLC 0.40% New 1,025 $312K
Edge Wealth Management LLC 0.06% Add +21.9% 1,023 $311K
Old North State Trust, LLC 0.21% Reduce -92.0% 1,022 $311K
Three Bridge Wealth Advisors, LLC 0.08% New 1,020 $311K
Great Oak Capital Partners, LLC 0.09% New 1,008 $309K
Occidental Asset Management, LLC 0.04% Add +13.3% 1,015 $309K
Hobart Private Capital, LLC 0.07% Add +23.7% 1,013 $308K
Alteri Wealth LLC 0.12% Reduce -2.6% 1,011 $307K
Spartan Planning & Wealth Management 0.26% Add +29.4% 1,009 $307K
Signet Investment Advisory Group, Inc. 0.16% No change 1,006 $306K
Godshalk Welsh Capital Management, Inc. 0.19% No change 1,006 $306K
Anderson Financial Strategies, LLC 0.19% No change 1,000 $304K
Transatlantique Private Wealth LLC 0.11% New 1,000 $304K
Bantamac Capital, LLC 0.11% No change 1,000 $304K
JBF Capital, Inc. 0.05% No change 1,000 $304K
Pinnacle Family Advisors, LLC 0.15% No change 1,000 $303K
Enterprise Bank & Trust Co 0.11% No change 997 $303K
Northstar Asset Management Inc. 0.08% Reduce -2.9% 997 $303K
Matisse Capital 0.14% No change 995 $302K
Flaharty Asset Management, LLC 0.04% Reduce -5.3% 994 $302K
LifeSteps Financial, Inc. 0.21% New 993 $302K
Abound Financial, LLC 0.13% No change 992 $301K
Divergent Planning, LLC 0.09% New 991 $301K
DDFG, Inc 0.08% Reduce -1.9% 990 $301K
D L Carlson Investment Group Inc. 0.05% No change 986 $300K
Wisconsin Wealth Advisors, LLC 0.34% No change 979 $298K
Auxano Advisors, LLC 0.07% Reduce -11.7% 979 $298K
Tull Financial Group, Inc. 0.14% Add +3.6% 979 $297K
Rock Point Advisors, LLC 0.08% No change 975 $296K
Invictus Private Wealth, LLC 0.02% Reduce -21.8% 974 $296K
Fortis Advisors, LLC 0.19% Reduce -9.3% 973 $296K
Copperwynd Financial, LLC 0.07% Reduce -94.5% 972 $295K
Pacific Point Advisors, LLC 0.16% No change 970 $295K
Wealth Management Partners, LLC 0.10% No change 964 $295K
Goodwin Investment Advisory 0.34% No change 969 $295K
HMS Capital Management, LLC 0.13% Reduce -39.5% 964 $293K
Mengis Capital Management, Inc. 0.06% No change 964 $293K
Rockport Wealth LLC 0.07% New 963 $293K
Frisco Financial Planning LLC 0.27% Add +37.5% 960 $292K
Braun Stacey Associates Inc. 0.01% New 957 $291K
Dover Advisors, LLC 0.13% New 956 $291K
Saxony Capital Management, LLC 0.22% Add +3.0% 954 $290K
Cadent Capital Advisors, LLC 0.09% Add +0.4% 954 $290K
Teamwork Financial Advisors, LLC 0.04% New 952 $289K
River Street Advisors LLC 0.12% No change 951 $289K
Revere Asset Management, Inc 0.14% New 948 $288K
Hapanowicz & Associates Financial Services, Inc 0.15% Add +11.2% 946 $288K
Private Management Group Inc. 0.01% Reduce -1.3% 944 $287K
Triad Wealth Partners, LLC 0.06% New 943 $287K
Moller Wealth Partners 0.06% No change 941 $286K
Barnes Pettey Financial Advisors, LLC 0.19% No change 939 $285K
Arbor Capital Management Inc. 0.25% New 909 $285K
Sims Investment Management, LLC 0.11% Reduce -8.2% 936 $284K
Investmark Advisory Group LLC 0.13% No change 934 $284K
Kiker Wealth Management, LLC 0.16% Reduce -19.5% 933 $284K
FMB Wealth Management 0.13% No change 932 $283K
Black Swift Group, LLC 0.06% Reduce -1.1% 932 $283K
Sebold Capital Management, Inc. 0.17% Add +12.2% 931 $283K
Valpey Financial Services, LLC 0.20% — 929 $282K
Schrum Private Wealth Management LLC 0.23% No change 928 $282K
City National Bank of Florida 0.20% Reduce -29.2% 925 $281K
Affinity Capital Advisors, LLC 0.05% Reduce -1.9% 924 $281K
Silver Lake Advisory, LLC 0.12% New 921 $280K
Ingalls & Snyder LLC 0.01% Reduce -18.0% 919 $279K
Chris Bulman Inc 0.16% New 916 $279K
Sutton Place Investors LLC 0.17% No change 913 $277K
Absher Wealth Management, LLC 0.03% No change 911 $277K
Provident Investment Management, Inc. 0.02% Reduce -3.8% 910 $277K
Community Bank of Raymore 0.20% No change 909 $276K
Sloy Dahl & Holst, LLC 0.04% No change 905 $275K
Pavion Blue Capital, LLC 0.12% No change 904 $275K
TFR Capital, LLC. 0.10% Reduce -16.7% 904 $275K
Fiduciary Wealth Partners, LLC 0.26% Reduce -44.3% 900 $274K
Hillcrest Wealth Advisors - NY, LLC 0.13% No change 900 $274K
Dearborn Partners LLC 0.01% Reduce -7.7% 900 $274K
New Century Financial Group, LLC 0.32% Reduce -72.3% 898 $273K
Zeit Capital LLC 0.19% Add +0.1% 894 $272K
Bearing Point Capital, LLC 0.05% Add +13.9% 894 $272K
Mechanics Financial Corp 0.12% No change 893 $271K
Stanley-Laman Group, Ltd. 0.04% No change 892 $271K
Future Financial Wealth Managment LLC 0.18% No change 888 $270K
Donaldson Capital Management, LLC 0.01% Reduce -1.2% 886 $269K
Turtle Creek Wealth Advisors, LLC 0.03% New 885 $269K
Pekin Hardy Strauss, Inc. 0.03% Reduce -86.5% 885 $269K
Elyxium Wealth, LLC 0.10% New 882 $268K
Nicollet Investment Management, Inc. 0.09% No change 881 $268K
Two West Capital Advisors LLC 0.18% Add +0.2% 854 $268K
SK Wealth Management, LLC 0.12% Reduce -10.0% 871 $268K
KKM Financial LLC 0.09% No change 881 $268K
Code Waechter LLC 0.19% No change 879 $267K
Schroder Investment Management Group 0.00% New 877 $267K
Central Valley Advisors, LLC 0.09% Add +0.5% 870 $264K
Naviter Wealth, LLC 0.03% Reduce -57.2% 864 $263K
Cranbrook Wealth Management, LLC 0.06% Add +0.6% 866 $263K
McGowan Group Asset Management, Inc. 0.03% Reduce -36.6% 865 $263K
Heritage Trust Co 0.03% Reduce -3.3% 864 $263K
Klingenstein Fields & Co. LP 0.01% No change 862 $262K
Alterna Wealth Management, Inc. 0.21% Add +10.3% 860 $261K
Tudor Financial Inc. 0.15% Reduce -3.4% 859 $261K
Schulz Wealth, LTD. 0.19% Reduce -0.1% 857 $261K
Ballew Advisors, Inc 0.15% Add +0.1% 845 $260K
Scientech Research LLC 0.06% New 854 $260K
Meridian Management Co. 0.07% Add +1.1% 832 $259K
Willis Investment Counsel 0.02% No change 851 $259K
Wedgewood Investors Inc. 0.30% No change 850 $258K
Cohen Investment Advisors LLC 0.13% Add +6.3% 848 $258K
Widmann Financial Services, Inc. 0.18% No change 847 $257K
Kapstone Financial Advisors LLC 0.13% No change 845 $257K
Iron Horse Wealth Management, LLC 0.08% No change 845 $257K
Valued Wealth Advisors LLC 0.13% Reduce -0.8% 839 $256K
Financial Futures Ltd Liability Co. 0.14% Reduce -3.8% 841 $256K
Roxbury Financial LLC 0.25% Reduce -2.1% 838 $255K
Arjuna Capital 0.07% No change 838 $255K
New Wave Wealth Advisors LLC 0.11% No change 837 $254K
Madison Park Capital Advisors, LLC 0.21% Reduce -7.1% 837 $254K
Birch Hill Investment Advisors LLC 0.01% Reduce -0.6% 836 $254K
ROI Financial Advisors, LLC 0.16% Reduce -19.9% 832 $253K
Golden Bell Financial Planning LLC 0.24% No change 831 $253K
Core Wealth Advisors, Inc. 0.07% New 818 $249K
FSA Investment Group, LLC 0.18% Reduce -86.8% 817 $248K
Harvest Investment Services, LLC 0.06% Reduce -10.6% 813 $247K
Callahan Advisors, LLC 0.02% New 813 $247K
Sunbelt Securities, Inc. 0.02% Add +96.3% 852 $247K
Watts Gwilliam & Co., LLC 0.04% No change 754 $247K
Riverpoint Wealth Management Holdings, LLC 0.06% No change 807 $245K
Sanchez Wealth Management Group 0.06% Reduce -24.5% 804 $244K
Park Square Financial Group, LLC 0.18% Reduce -16.3% 804 $244K
Traub Capital Management LLC 0.23% — 801 $244K
Orrstown Financial Services Inc. 0.05% No change 800 $243K
Darwin Wealth Management, LLC 0.08% Add +76.8% 799 $243K
True Freedom Investing, LLC 0.10% — 799 $243K
Park Place Capital Corp 0.06% Reduce -92.8% 798 $242K
Compass Financial Services Inc 0.12% Add +246.5% 797 $242K
Laurel Wealth Planning LLC 0.14% Reduce -11.2% 797 $242K
49 Wealth Management, LLC 0.03% Reduce -8.2% 797 $242K
Capstone Wealth Management Group LLC 0.18% New 795 $242K
Riverbridge Partners LLC 0.00% Reduce -20.8% 794 $241K
SkyView Investment Advisors, LLC 0.03% No change 795 $241K
Monarch Capital Management Inc. 0.06% No change 788 $240K
West Wealth Group, LLC 0.06% New 770 $240K
Spectrum Wealth Advisory Group, LLC 0.11% No change 788 $240K
Ironwood Wealth Management, LLC. 0.09% Reduce -61.8% 788 $239K
Eclectic Associates Inc. 0.05% New 785 $239K
Guerra Pan Advisors, LLC 0.16% No change 785 $239K
Gator Capital Management, LLC 0.07% No change 785 $239K
Red Spruce Capital, LLC 0.10% Add +0.3% 784 $238K
Ellenbecker Investment Group 0.04% Reduce -11.5% 782 $238K
Lowe Wealth Advisors, LLC 0.09% Add +11.4% 782 $238K
Jackson Thornton Wealth Management, LLC 0.03% No change 777 $237K
Solstein Capital, LLC 0.12% New 781 $237K
MRA Advisory Group 0.11% No change 781 $237K
Stonebrook Private Inc. 0.06% Reduce -14.5% 781 $237K
Insight Wealth Strategies, LLC 0.03% Reduce -3.1% 780 $237K
Idaho Trust Co 0.08% New 779 $237K
Uncommon Cents Investing LLC 0.06% No change 778 $236K
Consilio Wealth Advisors, LLC 0.08% No change 779 $236K
Colonial Trust Co / SC 0.03% No change 775 $236K
DHJJ Financial Advisors, Ltd. 0.09% Add +50.8% 775 $235K
McDonald Partners LLC 0.06% New 774 $235K
Kirtland Hills Capital Management, LLC 0.11% New 774 $235K
Home Federal Bank of Tennessee 0.07% No change 774 $235K
Community Trust & Investment Co. 0.01% No change 774 $235K
Halbert Hargrove Global Advisors, LLC 0.01% No change 773 $235K
KilterHowling LLC 0.14% No change 770 $234K
Wharton Business Group, LLC 0.01% No change 765 $233K
Ethic Inc. 0.00% New 766 $232K
Prevail Innovative Wealth Advisors, LLC 0.05% Reduce -14.8% 764 $232K
Summit Place Financial Advisors, LLC 0.12% Add +4.1% 760 $231K
Excalibur Management Corp. 0.09% No change 758 $230K
Missouri Trust & Investment Co 0.08% No change 758 $230K
Boomfish Wealth Group, LLC 0.13% New 755 $229K
DSG Capital Advisors, LLC 0.04% Reduce -67.3% 755 $229K
Sightline Wealth Advisors, LLC 0.11% New 753 $229K
Westwood Holdings Group Inc. 0.00% New 753 $229K
Williamson Legacy Group, LLC 0.19% No change 752 $229K
Transce3nd, LLC 0.10% Add +0.1% 735 $227K
Shearwater Capital LLC 0.14% No change 747 $227K
Riggs Asset Managment Co. Inc. 0.06% No change 747 $227K
Mindset Wealth Management, LLC 0.07% No change 746 $227K
Correct Capital Wealth Management 0.04% New 746 $227K
Prosperitas Financial LLC 0.11% No change 745 $226K
BlackDiamond Wealth Management, LLC 0.13% Reduce -1.3% 744 $226K
Forum Private Client Group LLC 0.09% New 743 $226K
Farmers National Bank 0.06% No change 742 $226K
Evelyn Partners Investment Management Services Ltd 0.03% Reduce -37.7% 742 $226K
Garrett Wealth Advisory Group, LLC 0.05% Reduce -16.1% 742 $225K
SRH Advisors, LLC 0.07% No change 741 $225K
Centerpoint Advisory Group 0.19% New 739 $225K
Persium Advisors, LLC 0.19% No change 738 $224K
Torray Investment Partners LLC 0.03% New 737 $224K
Mustard Seed Financial, LLC 0.16% New 736 $224K
E&G Advisors, LLC 0.06% No change 736 $224K
KM Capital Management Ltd. 0.11% Reduce -11.0% 735 $223K
Heritage Family Offices, LLP 0.11% No change 817 $223K
Cornerstone Planning Group LLC 0.05% Reduce -60.6% 720 $222K
Ackerman Asset Management, LLC 0.18% No change 731 $222K
Triton Financial Group Inc 0.16% — 729 $222K
RMG Wealth Management LLC 0.03% — 716 $221K
Berkshire Asset Management LLC 0.01% Reduce -2.3% 728 $221K
Clifford Group, LLC 0.18% No change 728 $221K
Financial Life Advisors 0.08% No change 728 $221K
NFSG Corp 0.04% Add +14.7% 727 $221K
Total Wealth Planning & Management, Inc. 0.19% New 727 $221K
Strategy Asset Managers LLC 0.04% Reduce -30.4% 725 $220K
Future Fund LLC 0.10% New 725 $220K
Joseph P. Lucia & Associates, LLC 0.09% Reduce -9.4% 725 $220K
CFM Wealth Partners LLC 0.04% New 724 $220K
Lockerman Financial Group, Inc. 0.30% New 723 $220K
Signature Resources Capital Management, LLC 0.13% Reduce -27.5% 721 $219K
Pin Oak Investment Advisors Inc. 0.19% No change 799 $219K
Warburton Capital Management, LLC 0.13% New 702 $219K
LVM Capital Management Ltd. 0.02% New 720 $219K
Argent Advisors, Inc. 0.07% New 720 $219K
Richards, Merrill & Peterson, Inc. 0.10% Add +109.0% 719 $218K
Kennedy Investment Group, Inc. 0.09% New 718 $218K
Stewardship Advisors, LLC 0.06% New 717 $218K
Townsend & Associates, Inc 0.02% New 692 $217K
Synergy Financial Group, LTD 0.16% New 710 $216K
Buckhead Capital Management LLC 0.08% New 703 $214K
Paces Ferry Wealth Advisors, LLC 0.10% New 703 $214K
Finward Bancorp 0.17% New 702 $213K
Cottage Street Advisors LLC 0.11% New 701 $213K
Aventura Private Wealth, LLC 0.09% Add +53.3% 699 $212K
Middleton & Co. Inc. 0.02% New 697 $212K
Evernest Financial Advisors, LLC 0.07% New 696 $212K
Sterling Financial Planning, Inc. 0.07% New 694 $211K
Brucke Financial, Inc. 0.15% New 693 $211K
Fairvoy Private Wealth, LLC 0.05% New 690 $210K
Punch & Associates Investment Management, Inc. 0.01% Add +67.2% 689 $209K
Byrne Financial Freedom, LLC 0.10% New 687 $209K
Navis Wealth Advisors, LLC 0.18% New 686 $208K
Straight Path Wealth Management 0.07% Reduce -15.1% 685 $208K
Scott Marsh Financial, LLC 0.08% — 685 $208K
Mendel Money Management 0.09% New 679 $206K
Kickstand Ventures, Llc. 0.05% Reduce -10.9% 678 $206K
waypoint wealth counsel 0.10% New 678 $206K
TCV Trust & Wealth Management, Inc. 0.02% New 677 $206K
MPS Loria Financial Planners, LLC 0.06% New 676 $206K
Core Wealth Management, Inc. 0.07% Reduce -66.2% 676 $205K
LGL Partners, LLC 0.09% New 658 $205K
Financial Partners Group, LLC 0.07% New 672 $204K
MA Private Wealth 0.04% New 672 $204K
LongView Asset Management LLC 0.15% Reduce -28.7% 671 $204K
Redmond Asset Management, LLC 0.05% New 670 $204K
Hofer & Associates. Inc 0.13% Reduce -32.6% 670 $204K
Rezny Wealth Management, Inc. 0.05% Reduce -54.5% 667 $203K
Rise Advisors, LLC 0.08% No change 666 $203K
Gimbal Financial 0.12% New 666 $202K
Barr E S & Co. 0.01% New 664 $202K
First Financial Bankshares Inc 0.00% New 663 $202K
Shilanski & Associates, Inc. 0.06% New 661 $202K
Trexquant Investment LP 0.00% New 661 $201K
First Merchants Corp. 0.01% Reduce -25.7% 659 $200K
Copia Wealth Management 0.17% No change 653 $198K
4Thought Financial Group Inc. 0.10% Add +1.3% 649 $197K
Ssa Swiss Advisors AG 0.09% No change 611 $189K
Evolution Advisers, Inc. 0.09% Add +16.0% 39,187 $186K
Luken Investment Analytics, LLC 0.08% No change 610 $185K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 607 $184K
Legacy Bridge, LLC 0.09% No change 600 $182K
Wolff Wiese Magana LLC 0.11% Reduce -0.5% 581 $177K
Stephens Consulting, LLC 0.04% Reduce -2.0% 580 $176K
Mowery & Schoenfeld Wealth Management, LLC 0.28% No change 562 $171K
Stuart Chaussee & Associates, Inc. 0.04% No change 556 $169K
TOWER TRUST & INVESTMENT Co 0.12% No change 552 $168K
Evergreen Private Wealth LLC 0.07% Reduce -28.7% 545 $166K
First Financial Corp. 0.07% No change 543 $165K
Central Pacific Bank - Trust Division 0.02% Reduce -1.6% 537 $163K
Tower View Wealth Management LLC 0.08% No change 528 $161K
one8zero8, LLC 0.04% No change 505 $153K
Wellington Shields Capital Management, LLC 0.03% No change 500 $152K
Creekmur Asset Management LLC 0.03% No change 480 $146K
Cheviot Value Management, LLC 0.02% No change 458 $143K
Main Management LLC 0.01% Reduce -58.7% 468 $142K
Mid-American Wealth Advisory Group, Inc. 0.07% New 464 $141K
Cordgrass Capital Advisors, LLC 0.04% Add +465.4% 458 $139K
Elevation Point Wealth Partners, LLC 0.01% New 431 $131K
Wellington Shields & Co., LLC 0.04% Reduce -18.9% 430 $131K
Nalls Sherbakoff Group, LLC 0.09% No change 412 $125K
Family Legacy Financial Solutions, LLC 0.10% — 407 $124K
Finley Financial, LLC 0.06% No change 405 $123K
Nkcfo LLC 0.05% No change 400 $122K
Provident Wealth Management, LLC 0.04% No change 400 $122K
Fortis Group Advisors, LLC 0.02% No change 389 $118K
Wallace Hart LLC 0.09% New 384 $117K
Bay Harbor Wealth Management, LLC 0.03% Add +5.8% 382 $116K
Marquette Asset Management, LLC 0.02% No change 371 $113K
Promus Capital, LLC 0.07% Add +146.0% 369 $112K
CGC Financial Services, LLC 0.04% No change 366 $111K
Strategic Investment Solutions, Inc. 0.03% Reduce -4.6% 351 $107K
WealthTrak Capital Management LLC 0.09% Reduce -9.1% 349 $106K
Bellwether Advisors, LLC 0.02% No change 342 $104K
Canton Hathaway, LLC 0.02% No change 340 $103K
Horizon Investments, LLC 0.00% No change 336 $102K
Alpine Bank Wealth Management 0.01% New 325 $99K
Kilter Group LLC 0.05% New 322 $98K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $97K
Legacies Wealth LLC 0.06% Reduce -43.0% 317 $96K
Gladwyn Financial Advisors, Inc. 0.07% — 315 $96K
Pandora Wealth, Inc. 0.06% Reduce -3.1% 314 $95K
Ballast Advisors LLC 0.03% No change 310 $94K
Fuller & Thaler Asset Management, Inc. 0.00% New 310 $94K
Godsey & Gibb, Inc. 0.01% Reduce -10.4% 302 $92K
Ulland Investment Advisors, LLC 0.07% No change 298 $91K
Nordwand Advisors, LLC 0.01% New 297 $91K
Resources Management Corp. /CT/ 0.01% No change 295 $90K
Motco 0.01% Add +12.7% 284 $88K
Tradewinds Capital Management, LLC 0.02% No change 284 $86K
Activest Wealth Management 0.02% No change 282 $86K
Rogco, LP 0.03% Reduce -21.7% 278 $84K
Semmax Financial Advisors Inc. 0.02% Add +198.8% 257 $80K
Whipplewood Advisors, LLC 0.04% Add +25.1% 264 $80K
Gen-Wealth Partners Inc 0.03% No change 250 $76K
Financial Gravity Companies, Inc. 0.01% — 242 $74K
2UniFi Bank 0.04% Add +15.9% 240 $73K
Physician Wealth Advisors, Inc. 0.01% Add +11.9% 225 $68K
Westend Capital Management, LLC 0.02% No change 220 $67K
Evelyn Partners Investment Management LLP 0.00% No change 215 $65K
Viewpoint Capital Management LLC 0.03% Reduce -27.8% 213 $65K
Towne Trust Company, N.A 0.02% No change 208 $63K
Berkshire Money Management, Inc. 0.01% New 198 $60K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% New 197 $60K
Mascoma Wealth Management LLC 0.01% No change 195 $59K
Ameritas Investment Partners, Inc. 0.00% Reduce -11.4% 194 $59K
Flagship Wealth Advisors, LLC 0.02% No change 187 $57K
Arcadia Investment Management Corp. 0.01% No change 185 $56K
3Chopt Investment Partners, LLC 0.01% Add +1.1% 181 $55K
Mb, Levis & Associates, LLC 0.02% Add +2.8% 181 $55K
Pineridge Advisors LLC 0.02% Reduce -66.5% 179 $54K
Vestor Capital, LLC 0.00% Add +57.4% 8,000 $54K
Financial Management Professionals, Inc. 0.01% Reduce -96.9% 172 $52K
Hamilton Point Investment Advisors, LLC 0.01% No change 167 $51K
Friedenthal Financial 0.03% No change 166 $51K
Truvestments Capital LLC 0.01% Reduce -31.0% 165 $50K
New England Capital Financial Advisors LLC 0.02% No change 160 $49K
Wagner Wealth Management, LLC 0.01% No change 160 $49K
Vision Financial Markets LLC 0.05% No change 159 $48K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 158 $48K
Quantum Capital Management, LLC / NJ 0.01% Reduce -4.3% 154 $47K
Duncker Streett & Co. Inc. 0.01% Add +24.2% 154 $47K
FWL Investment Management, LLC 0.01% No change 153 $47K
Anfield Capital Management, LLC 0.01% New 148 $45K
Hartford Financial Management Inc. 0.01% Reduce -5.5% 138 $42K
HFM Investment Advisors, LLC 0.02% Reduce -0.8% 133 $40K
Urban Financial Advisory Corp 0.02% No change 131 $40K
Binnacle Investments Inc 0.03% No change 130 $40K
Inlight Wealth Management, LLC 0.02% Reduce -21.0% 128 $39K
JDM Financial Group LLC 0.02% Reduce -54.2% 125 $38K
Colony Family Offices, LLC 0.01% No change 123 $37K
Stone House Investment Management, LLC 0.01% Reduce -88.2% 116 $35K
MeadowBrook Investment Advisors LLC 0.03% No change 115 $35K
Wells Financial Advisors INC 0.05% No change 112 $34K
Financial Network Wealth Advisors LLC 0.04% Reduce -70.6% 111 $34K
Valley Wealth Managers, Inc. 0.00% No change 110 $33K
Strategic Wealth Investment Group, LLC 0.05% New 108 $33K
1620 Investment Advisors, Inc. 0.02% Reduce -26.2% 107 $33K
Investors Research Corp 0.01% Reduce -72.3% 101 $31K
Raleigh Capital Management Inc. 0.01% No change 100 $30K
Mountain Hill Investment Partners Corp. 0.03% No change 100 $30K
Kozak & Associates, Inc. 0.01% Add +1.0% 97 $30K
Evolution Wealth Management Inc. 0.04% — 95 $29K
Wealth Preservation Advisors, LLC 0.02% No change 95 $29K
MJT & Associates Financial Advisory Group, Inc. 0.04% Add +165.7% 93 $28K
MTM Investment Management, LLC 0.01% No change 93 $28K
Clark Wealth Partners 0.02% No change 89 $27K
Toth Financial Advisory Corp. 0.00% New 89 $27K
Hazlett, Burt & Watson, Inc. 0.01% Reduce -92.3% 84 $26K
Bangor Savings Bank 0.00% No change 78 $24K
Pinney & Scofield, Inc. 0.02% No change 78 $24K
Tanglewood Legacy Advisors, LLC 0.01% New 77 $23K
Bernard Wealth Management Corp. 0.01% Reduce -75.3% 76 $23K
Ramirez Asset Management, Inc. 0.00% No change 75 $23K
Hoey Investments, Inc. 0.00% Add +43.1% 73 $22K
Broadwater Capital Management LLC 0.02% Add +30293.1% 21,883 $22K
Barnes Dennig Private Wealth Management LLC 0.03% Add +2.9% 71 $22K
WPG Advisers, LLC 0.02% No change 70 $21K
Team Financial Group, LLC 0.01% Reduce -91.8% 67 $20K
Millstone Evans Group, LLC 0.01% Reduce -80.9% 65 $20K
Cooksen Wealth, LLC 0.02% Reduce -3.0% 64 $19K
Innovative Advisory Group, LLC 0.02% Add +5.0% 63 $19K
Fort Vancouver Investment Management, LLC 0.01% No change 61 $18K
City State Bank 0.01% No change 58 $18K
PFS Partners, LLC 0.01% No change 42 $13K
Redmont Wealth Advisors LLC 0.02% No change 41 $12K
Aventus Investment Advisors, Inc. 0.01% — 41 $12K
WestEnd Advisors, LLC 0.00% No change 40 $12K
Chelsea Counsel Co. 0.01% No change 36 $11K
Minot DeBlois Advisors LLC 0.01% No change 36 $11K
PayPay Securities Corp 0.45% Reduce -3.2% 30 $9K
Eq Wealth Advisors, LLC 0.01% No change 30 $9K
Essential Partners LLC 0.00% — 25 $8K
Nova Wealth Management, Inc. 0.01% New 24 $7K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $7K
Bank & Trust Co 0.01% No change 21 $6K
TCTC Holdings, LLC 0.00% No change 20 $6K
Silicon Valley Capital Partners 0.00% Add +1900.0% 20 $6K
Game Plan Financial Advisors, LLC 0.00% No change 17 $5K
Atticus Wealth Management, LLC 0.00% No change 14 $4K
IMG Wealth Management, Inc. 0.00% New 14 $4K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $4K
Total Investment Management Inc. 0.00% New 13 $4K
Perritt Capital Management Inc 0.00% No change 12 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $3K
Oliver Lagore Vanvalin Investment Group 0.00% — 12 $3K
First Community Trust NA 0.00% No change 9 $3K
Pflug Koory, LLC 0.00% New 6 $2K
Proathlete Wealth Management LLC 0.00% New 5 $2K
Hughes Financial Services, LLC 0.00% No change 4 $1K
Gould Capital, LLC 0.00% New 3 $912
New Millennium Group LLC 0.00% Reduce -99.8% 1 $363
Morris Financial Concepts, Inc. 0.00% Reduce -100.0% 1 $267
Clean Yield Group 0.00% Reduce -98.0% 1 $250
Beacon Capital Management, Inc. 0.00% New 1 $106

"% 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.