VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q3 2025 (September 30)
3,255holders +29
134new positions
80sold out
7famous investors
$323.67avg. 13F price*

At the end of Q3 2025, 3,255 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 29 from Q2 2025. 134 opened new positions and 80 sold out. The largest holders were Vanguard Group Inc. ($19.8B), Rakuten Investment Management, Inc. ($15.5B) and Betterment LLC ($8.5B). 7 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Cliff Asness (0.2% of AQR Capital Management's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions134$1.2B
Exits80$1.3B

All 13F filers, Q2 2025 → Q3 2025: 21,431,200 shares bought and 160,908,129 shares sold, net −139,476,929 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,255 holders

Vanguard Group Inc. 0.30% Add +2.7% 60,330,111 $19.8B
Rakuten Investment Management, Inc. 55.30% — 47,479,738 $15.5B
Betterment LLC 16.72% Reduce -2.0% 25,782,400 $8.5B
Wealthfront Advisers LLC 13.76% Add +3.9% 17,862,011 $5.9B
Bank of America Corp. 0.34% Add +3.3% 13,942,112 $4.6B
Morgan Stanley 0.27% Add +1.4% 13,805,600 $4.5B
LPL Financial LLC 1.32% Add +2.1% 13,801,841 $4.5B
WealthNavi Inc. 37.60% Add +0.1% 12,362,762 $4.1B
Northern Trust Corp. 0.40% Reduce -1.1% 9,528,493 $3.1B
Allworth Financial LP 12.29% Add +1.5% 8,463,529 $2.8B
HB Wealth Management, LLC 18.22% Add +10.1% 8,551,906 $2.7B
Creative Planning 1.56% Reduce -2.3% 6,204,269 $2.0B
Ballentine Partners, LLC 27.71% Add +1.8% 6,081,724 $2.0B
Envestnet Asset Management Inc. 0.55% Reduce -2.1% 5,799,986 $1.9B
Wells Fargo & Company 0.38% Reduce -0.6% 5,642,393 $1.9B
JPMorgan Chase & Co. 0.11% Reduce -3.9% 5,032,532 $1.7B
Forvis Mazars Wealth Advisors, LLC 30.70% Add +1.8% 4,710,363 $1.5B
UBS Group AG 0.26% Reduce -1.9% 4,089,946 $1.3B
Nissay Asset Management Corp. /Japan 6.64% Reduce -7.1% 3,663,005 $1.2B
Sequoia Financial Advisors, LLC 7.30% Add +2.6% 3,647,344 $1.2B
Cetera Investment Advisers 1.23% Add +11.3% 3,228,973 $1.1B
Royal Bank of Canada 0.17% Add +0.9% 2,959,366 $971.2M
Raymond James Financial Inc. 0.30% Reduce -6.3% 2,849,708 $935.2M
Osaic Holdings, Inc. 1.25% Add +84.7% 2,740,376 $889.9M
National Mutual Insurance Federation of Agricultural Cooperatives 6.69% No change 2,686,800 $881.7M
SCS Capital Management LLC 9.18% Reduce -5.3% 2,565,178 $842.1M
Commonwealth Equity Services, LLC 1.08% Add +4.3% 2,551,323 $837.3M
PNC Financial Services Group, Inc. 0.49% Reduce -3.5% 2,459,008 $807.0M
Goldman Sachs Group Inc. 0.11% Add +2.4% 2,382,898 $782.0M
Savant Capital, LLC 4.67% Add +44.0% 2,343,933 $769.2M
Ameriprise Financial Inc. 0.17% Reduce -1.1% 2,237,890 $734.6M
HighTower Advisors, LLC 0.81% Add +27.1% 2,182,592 $716.3M
Bank of New York Mellon Corp 0.12% Reduce -1.1% 2,110,780 $692.7M
Cambridge Investment Research Advisors, Inc. 1.90% Add +3.3% 2,106,871 $691.4M
US Bancorp \de 0.82% Reduce -2.1% 2,098,777 $688.8M
Wealthspire Advisors, LLC 3.45% Add +1.9% 2,009,444 $659.4M
Mercer Global Advisors Inc. 1.09% New 1,997,096 $655.2M
Facet Wealth, Inc. 13.42% Add +4.3% 1,975,828 $648.4M
Provida Pension Fund Administrator 11.26% Add +151.4% 1,969,488 $646.4M
Brown Advisory Inc. 0.81% Reduce -0.3% 1,889,194 $620.0M
Mariner, LLC 0.76% Add +1.3% 1,797,872 $589.9M
Focus Partners Wealth 0.94% Add +22.0% 1,764,329 $581.8M
Corient Private Wealth LP 0.89% Add +46.9% 1,729,164 $566.5M
Cerity Partners LLC 0.91% Add +2.4% 1,710,873 $561.4M
Cambridge Associates LLC /Ma/ 10.20% Add +164.7% 1,694,819 $556.2M
Summit Financial, LLC 8.25% Reduce -0.3% 1,642,867 $539.1M
State of Tennessee, Department of Treasury 1.72% Reduce -5.0% 1,572,449 $516.0M
Empower Advisory Group, LLC 1.42% Reduce -2.3% 1,561,820 $512.5M
Patriot Investment Management Group, Inc. 31.31% Add +0.2% 1,462,759 $480.0M
Ritholtz Wealth Management 8.77% Add +4.9% 1,374,352 $451.0M
Foster Group, Inc. 13.70% Add +0.4% 1,330,048 $436.5M
FMR LLC 0.02% Add +5.5% 1,295,718 $425.2M
Truepoint, Inc. 9.23% Reduce -0.7% 1,208,881 $396.7M
Prime Capital Investment Advisors, LLC 4.86% Reduce -1.0% 1,180,530 $387.4M
Sageworth Trust Co 17.85% Reduce -3.2% 1,167,288 $383.1M
Private Advisor Group, LLC 1.87% Reduce -0.5% 1,160,240 $380.8M
Symetra Investment Management Co 83.23% Add +10.7% 1,154,095 $378.7M
Wealthcare Capital Management LLC 37.94% Reduce -3.7% 1,138,762 $373.7M
Vista Capital Partners, Inc. 37.08% Reduce -0.3% 1,110,782 $364.5M
Ieq Capital, LLC 1.08% Add +47.8% 1,088,429 $357.2M
Wealth Enhancement Advisory Services, LLC 0.54% Reduce -0.0% 1,078,233 $355.4M
Moss Adams Wealth Advisors LLC 26.93% Add +20.9% 1,050,323 $345.5M
Novo Holdings A/S 21.97% No change 1,038,550 $340.8M
Assetmark, Inc. 0.72% Reduce -2.8% 1,029,487 $337.8M
Rockefeller Capital Management L.P. 0.61% Add +52.5% 955,577 $313.6M
Capstone Financial Advisors, Inc. 16.81% Add +0.3% 944,996 $310.1M
Elm Partners Management LLC 15.51% Add +11.5% 941,228 $308.9M
Plancorp, LLC 9.62% Add +15.1% 934,354 $306.6M
Bank of Montreal 0.13% Add +2.5% 933,098 $306.2M
AQR Capital Management 0.19% Add +34.3% 898,646 $294.9M
NorthCoast Asset Management LLC 1.14% Add +1.0% 886,410 $291.1M
Gibson Capital, LLC 52.94% Reduce -1.0% 874,626 $287.0M
Oxford Financial Group, LTD. LLC 15.94% Reduce -1.4% 858,659 $281.8M
Northwestern Mutual Wealth Management Co. 0.19% Reduce -6.5% 858,114 $281.6M
Caprock Group, LLC 6.89% — 879,552 $279.9M
Lincoln National Corp. 7.69% Reduce -1.5% 821,992 $269.8M
Citigroup Inc. 0.18% Reduce -2.5% 811,996 $266.5M
Cresset Asset Management, LLC 1.17% Add +2.4% 807,319 $265.7M
Baird Financial Group, Inc. 0.43% Add +2.7% 808,239 $265.2M
First Business Financial Services, Inc. 24.30% Reduce -10.5% 807,129 $264.9M
Tiaa Trust, National Association 0.63% Reduce -2.7% 795,814 $261.2M
Pathstone Holdings, LLC 0.98% Add +3.3% 783,752 $257.4M
Tidal Investments LLC 1.07% Add +3.9% 764,090 $250.8M
Verus Financial Partners, Inc. 24.12% Add +0.4% 764,057 $250.7M
Hardy Reed LLC 18.37% Reduce -0.5% 760,075 $249.4M
Rebalance, LLC 14.90% Add +1.1% 752,559 $247.0M
Truist Financial Corp. 0.33% Add +3.7% 749,536 $246.0M
Stifel Financial Corp. 0.22% Add +3.7% 723,061 $237.3M
Stephens Inc. 2.93% Reduce -1.8% 699,470 $229.5M
Captrust Financial Advisors 0.47% Add +0.9% 699,064 $229.4M
Investure, LLC 13.99% Reduce -5.1% 689,272 $226.2M
Norinchukin Bank, The 3.03% New 687,500 $225.6M
Orion Porfolio Solutions, LLC 1.74% Add +38.2% 682,064 $223.8M
Cabot-Wellington, LLC 71.52% Reduce -0.8% 673,701 $221.1M
Vestmark Advisory Solutions, Inc. 4.21% Reduce -47.1% 673,514 $221.0M
N.E.W. Advisory Services LLC 19.66% Add +3.1% 670,519 $220.0M
Boston Standard Wealth Management, LLC 36.79% Reduce -1.5% 666,665 $218.8M
Focus Partners Advisor Solutions, LLC 2.48% Add +9.4% 657,016 $218.5M
Quantinno Capital Management LP 0.59% Add +121.5% 658,237 $216.0M
Trilogy Capital Inc. 9.90% Add +1.7% 652,876 $214.3M
Agf Management Ltd. 0.93% Reduce -0.2% 640,254 $210.1M
Two Sigma Investments, LP 0.33% Add +24.4% 620,264 $203.6M
Allen Investment Management, LLC 2.22% Add +0.5% 608,561 $199.7M
SBI Securities Co., Ltd. 5.04% Reduce -3.9% 599,995 $196.9M
Evoke Wealth, LLC 4.03% Add +1.6% 587,652 $193.4M
Moneta Group Investment Advisors LLC 1.49% Add +13.7% 573,064 $188.1M
Cardinal Point Capital Management ULC 13.03% Add +3.7% 569,574 $186.2M
Sendero Wealth Management, LLC 21.81% Reduce -0.6% 566,989 $186.1M
Envestnet Portfolio Solutions, Inc. 0.68% Reduce -3.1% 561,925 $184.4M
Tanglewood Wealth Management, Inc. 17.05% Reduce -1.1% 558,906 $183.4M
Jones Financial Companies LLLP 0.12% Add +12.4% 555,676 $181.9M
D.A. Davidson & Co. 1.16% Add +0.0% 552,843 $181.4M
Sei Investments Co. 0.19% Add +4.7% 550,556 $180.7M
Zhang Financial LLC 7.33% Add +0.7% 549,958 $180.5M
Chai Trust Co. LLC 11.69% Add +0.4% 538,615 $176.8M
Kestra Advisory Services, LLC 0.79% Reduce -7.8% 527,549 $173.1M
Beacon Investment Advisory Services, Inc. 7.27% Add +0.7% 526,159 $172.7M
Compass Ion Advisors, LLC 16.55% Add +1.2% 523,095 $171.7M
VestGen Advisors, LLC 5.67% Add +0.6% 518,887 $170.3M
Oakwell Private Wealth Management, LLC 34.05% Add +4.4% 516,621 $169.5M
Glenmede Investment Management, LP 0.81% Reduce -1.5% 511,928 $168.0M
Legacy Private Trust Co. 9.95% Reduce -2.5% 506,562 $166.2M
Beacon Pointe Advisors, LLC 1.39% Add +55.2% 499,824 $164.0M
Joel Isaacson & Co., LLC 5.89% Add +3.3% 497,237 $163.2M
Alps Advisors Inc. 0.90% Reduce -0.9% 493,802 $162.1M
AlTi Global, Inc. 3.79% Reduce -3.1% 491,506 $161.7M
CoreCap Advisors, LLC 5.69% Add +2.3% 477,133 $156.6M
Beacon Wealthcare LLC 54.19% Add +1.1% 469,994 $154.2M
West Virginia University Foundation, Inc 40.53% No change 469,601 $154.1M
MML Investors Services, LLC 0.41% Reduce -1.2% 469,390 $154.0M
Cardiff Park Advisors, LLC 11.68% Reduce -9.3% 463,026 $152.0M
RW Investment Management LLC 15.62% Reduce -6.4% 461,768 $151.5M
Apella Capital, LLC 3.37% Add +8.1% 465,069 $151.5M
Towneley Capital Management, Inc / DE 32.56% Reduce -1.6% 456,785 $149.9M
Topsail Wealth Management, LLC 25.11% Add +1.6% 450,500 $148.2M
Lido Advisors, LLC 0.61% Add +6.5% 446,569 $146.9M
Diversified Portfolios, Inc. 12.85% Add +0.2% 443,621 $145.6M
First National Bank & Trust Co. of Newtown 26.81% Reduce -0.5% 431,027 $141.4M
Gleason Group, Inc. 13.83% Add +1.9% 419,701 $137.7M
Roble, Belko & Company, Inc 18.53% Add +5.1% 416,540 $136.7M
Sage Mountain Advisors LLC 7.79% Add +3.5% 414,298 $136.0M
BlackRock, Inc. 0.00% Add +1.8% 410,570 $134.7M
Parkwood LLC 13.01% Reduce -18.6% 406,545 $133.4M
D'Orazio & Associates, Inc. 17.44% Add +2.0% 402,259 $132.0M
NewEdge Advisors, LLC 0.60% Add +0.9% 399,717 $131.2M
Wedmont Private Capital 4.86% Add +8.3% 396,920 $130.8M
Merit Financial Group, LLC 1.20% Add +6.8% 396,272 $130.0M
NewSquare Capital LLC 8.79% Add +1.6% 394,962 $129.6M
MAI Capital Management 0.81% Add +11.0% 394,849 $129.6M
Lhm, Inc. 42.52% Reduce -2.6% 390,647 $128.6M
Revolve Wealth Partners, LLC 15.40% Reduce -0.4% 391,033 $128.3M
Financial Engines Advisors L.L.C. 0.24% Add +0.5% 385,924 $126.6M
Efficient Advisors, LLC 7.12% Add +0.3% 384,885 $126.3M
Astoria Strategic Wealth, Inc. 31.90% Add +1.9% 384,480 $126.2M
Avalon Advisory Group 50.78% Reduce -0.3% 381,775 $125.3M
Equitable Holdings, Inc. 0.92% Add +5.7% 380,876 $125.0M
CIBC Private Wealth Group LLC 0.21% Add +0.3% 379,055 $124.4M
Wealthcare Advisory Partners LLC 2.51% Reduce -2.6% 366,582 $120.3M
Heck Capital Advisors, LLC 9.26% Add +3.3% 364,252 $119.7M
Pinnacle Associates Ltd. 1.57% Add +0.5% 359,510 $118.0M
Golden Reserve Retirement LLC 30.09% Add +16.2% 353,233 $116.0M
Cliffwater LLC 24.07% Reduce -0.6% 348,104 $114.2M
Mission Wealth Management, LP 2.33% Add +5.9% 347,406 $114.0M
Seaside Wealth Management, Inc. 33.75% Reduce -0.0% 346,556 $113.7M
Landaas & Co. /Wi 25.73% Reduce -2.2% 344,973 $113.2M
Bell Bank 4.89% Reduce -0.6% 343,893 $112.9M
Victory Capital Management Inc. 0.07% Add +32.7% 342,782 $112.5M
GeoWealth Management, LLC 4.10% Reduce -0.3% 342,350 $112.3M
HRT Financial LP 0.41% Add +3.6% 342,061 $112.3M
Briaud Financial Planning Inc 36.40% Add +12.3% 339,446 $111.4M
TruWealth Advisors, LLC 5.58% Reduce -6.2% 336,407 $110.4M
Omnia Family Wealth, LLC 35.03% Add +0.6% 327,892 $107.9M
CENTRAL TRUST Co 2.24% Reduce -0.7% 327,032 $107.3M
Kinsale Capital Group, Inc. 19.57% No change 326,312 $107.1M
Bank of Hawaii 5.35% Add +0.3% 326,254 $107.1M
BIP Wealth, LLC 5.27% Add +5.5% 325,339 $106.8M
Zions Bancorporation, National Association 5.26% Reduce -9.0% 324,218 $106.4M
HUB Investment Partners, LLC 3.91% Add +4.5% 323,983 $106.3M
GM Advisory Group, LLC 4.52% Add +3.1% 323,934 $106.3M
Segment Wealth Management, LLC 6.34% Add +1.1% 322,303 $105.8M
Laird Norton Wetherby Wealth Management, LLC 4.24% Reduce -0.2% 316,036 $103.7M
Busey Bank 2.87% Add +0.9% 313,399 $102.8M
SAM Advisors, LLC 32.90% Add +0.0% 311,050 $102.1M
Yarbrough Capital, LLC 3.18% No change 310,912 $102.0M
Regions Financial Corp. 0.66% Reduce -2.1% 309,447 $101.6M
Global Endowment Management, LP 12.62% Reduce -9.9% 307,139 $100.8M
Composition Wealth, LLC 1.48% Add +3.0% 301,100 $98.8M
Modern Wealth Management, LLC 1.93% Add +0.9% 297,692 $97.7M
Fifth Third Bancorp 0.31% Reduce -2.2% 295,979 $97.1M
Brighton Jones LLC 2.32% Add +5.8% 294,473 $96.6M
Blair William & Co. 0.25% Add +7.8% 291,473 $95.7M
AEGON USA Investment Management, LLC 83.49% Reduce -1.2% 290,128 $95.2M
Comerica Bank 0.36% Reduce -4.5% 289,232 $94.9M
Stash Investments, LLC 40.51% Add +2.6% 286,961 $94.2M
Rainwater Charitable Foundation 58.59% Reduce -17.5% 284,727 $93.4M
GP Brinson Investments LLC 37.99% Reduce -3.5% 283,883 $93.2M
AMG National Trust Bank 2.25% Add +1.9% 280,811 $92.2M
KMT Wealth Management, LLC 49.54% Add +2.9% 280,304 $92.0M
Alliancebernstein L.P. 0.03% Add +15.1% 274,037 $89.9M
Sunesis Advisors, LLC 41.49% — 270,670 $88.8M
GSG Advisors LLC 23.25% Reduce -0.7% 266,820 $87.9M
Cherrydale Wealth Management, LLC 27.58% Add +3.5% 267,449 $87.8M
AllGen Financial Advisors, Inc. 21.51% Add +2.7% 266,758 $87.5M
Becker Capital Management Inc. 2.56% Add +0.3% 266,007 $87.5M
Turim 21 Investimentos Ltda. 29.38% New 131,078 $87.3M
Country Club Bank 5.12% Add +3.1% 264,041 $86.4M
Waverly Advisors, LLC 0.86% Reduce -4.5% 261,198 $85.7M
Luminvest Wealth Management LLC 27.80% Add +3.0% 259,904 $85.3M
Circle Wealth Management, LLC 1.66% Reduce -0.5% 259,546 $85.2M
Bessemer Group Inc. 0.13% Reduce -8.2% 258,804 $84.9M
Regent Peak Wealth Advisors LLC 16.81% — 255,659 $83.9M
TD Capital Management LLC 7.52% Reduce -0.3% 254,336 $83.5M
Litman Gregory Wealth Management LLC 6.21% Reduce -2.6% 254,187 $83.4M
Prospera Capital Management, LLC 40.24% Add +8.8% 253,600 $83.2M
SYM FINANCIAL Corp 8.87% Reduce -2.4% 252,641 $82.9M
Garde Capital, Inc. 4.15% Reduce -0.3% 251,803 $82.6M
Stratos Wealth Partners, LTD. 0.95% Add +10.0% 243,498 $79.9M
Wilmington Savings Fund Society, FSB 1.91% Reduce -39.8% 241,854 $79.4M
Operose Advisors LLC 19.62% Add +7.4% 239,822 $78.7M
Hassell Wealth Management, LLC 27.26% Add +1.0% 239,487 $78.6M
MorganRosel Wealth Management, LLC 20.36% Add +0.5% 239,479 $78.6M
LaSalle St. Investment Advisors, LLC 14.01% Add +1348.3% 238,141 $78.2M
Shade Tree Advisors LLC 67.39% Reduce -6.8% 237,265 $77.9M
Haverford Trust Co 0.70% Reduce -0.1% 236,643 $77.7M
St. Louis Trust Co 9.65% Add +1.5% 235,974 $77.4M
Evensky & Katz LLC 4.48% Reduce -16.5% 235,360 $77.2M
Baker Avenue Asset Management, LP 1.85% Add +3.3% 234,803 $77.1M
Nadler Financial Group, Inc. 7.33% Reduce -4.7% 234,436 $76.9M
Jaffetilchin Investment Partners, LLC 4.59% Add +0.2% 233,596 $76.7M
Twin Focus Capital Partners, LLC 9.71% Add +1.1% 232,760 $76.4M
Northstar Group, Inc. 11.55% Add +0.1% 230,964 $75.8M
Baker Ellis Asset Management LLC 9.22% Reduce -1.5% 228,174 $74.9M
Hirtle & Co., LLC 2.96% Add +3.1% 227,797 $74.8M
Commerce Bank 0.41% Reduce -5.7% 224,315 $73.6M
Janney Montgomery Scott LLC 0.17% Add +2.5% 223,082 $73.2M
Abacus Planning Group, Inc. 10.05% Add +0.3% 221,863 $72.8M
Ellevest, Inc. 10.31% Add +4.5% 219,941 $72.2M
Morningstar Investment Management LLC 2.65% Reduce -6.2% 219,333 $72.0M
Cwm, LLC 0.21% Add +48.5% 215,943 $70.9M
Independent Order of Foresters 41.73% No change 213,865 $70.2M
First Bank & Trust 11.76% Reduce -1.0% 212,908 $69.9M
ETF Portfolio Partners, Inc. 18.45% Reduce -3.8% 211,315 $69.3M
WBH Advisory Inc. 5.29% Add +6.1% 211,026 $69.3M
Constellation Investments, Inc. 3.24% No change 211,000 $69.2M
Bridgewater Advisors Inc. 4.76% Add +11.3% 208,227 $68.6M
Bailard, Inc. 1.47% Add +1.6% 205,904 $67.6M
Prentice Wealth Management LLC 16.64% Reduce -0.1% 205,699 $67.5M
Tanager Wealth Management LLP 7.07% Reduce -1.9% 205,137 $67.3M
Park Avenue Securities LLC 0.52% Reduce -0.2% 204,186 $67.0M
Everhart Financial Group, Inc. 6.67% Reduce -2.3% 202,804 $66.6M
Unconventional Investor, LLC 33.21% Reduce -1.2% 201,759 $66.2M
Cedar Wealth Management, LLC 20.22% No change 201,071 $66.0M
Libra Wealth LLC 19.78% Add +2.6% 200,689 $65.9M
OneDigital Investment Advisors LLC 0.68% Add +11.3% 200,532 $65.8M
Choreo, LLC 0.86% Reduce -1.9% 199,716 $65.7M
Integrated Wealth Concepts LLC 0.57% Reduce -0.5% 194,833 $63.9M
Asset Allocation & Management Company, LLC 27.03% Add +8.5% 193,616 $63.5M
Steward Partners Investment Advisory, LLC 0.36% Reduce -0.3% 193,439 $63.5M
Affiance Financial, LLC 11.55% Add +4.8% 193,355 $63.5M
Winthrop Advisory Group LLC 5.51% Reduce -0.4% 191,449 $63.0M
Battery Global Advisors, LLC 29.47% Add +3.5% 190,480 $62.7M
Arlington Trust Co LLC 11.19% Add +3.6% 189,481 $62.2M
Main Street Financial Solutions, LLC 3.95% Add +1.3% 187,529 $61.5M
Procyon Advisors, LLC 3.64% Add +621.9% 187,269 $61.5M
Smith, Moore & Co. 4.70% Add +0.4% 187,009 $61.4M
Hanover Advisors Inc. 23.77% Reduce -0.5% 186,683 $61.3M
Nicholas Hoffman & Company, LLC. 1.48% Add +13.1% 186,538 $61.2M
Wellspring Financial Advisors, LLC 5.60% Reduce -0.1% 6,173,344 $61.0M
Clarius Group, LLC 3.60% Add +0.5% 185,361 $60.8M
Obsido Oy 40.32% Add +9.7% 184,575 $60.6M
Beacon Capital Management, LLC 8.60% Reduce -11.4% 184,464 $60.5M
WealthPlan Investment Management, LLC 3.99% Add +6.9% 183,158 $60.1M
Quaker Wealth Management, LLC 19.53% Reduce -2.5% 182,964 $60.0M
North Star Asset Management Inc. 2.42% Reduce -0.7% 181,865 $59.7M
Howe & Rusling Inc. 4.07% Reduce -4.3% 180,934 $59.4M
Johnson Financial Group, LLC 5.42% Add +3.2% 180,615 $59.3M
Robertson Stephens Wealth Management, LLC 1.78% Reduce -4.0% 178,821 $58.8M
Proffitt & Goodson Inc. 8.30% Add +0.2% 176,375 $57.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.91% Add +0.1% 175,611 $57.6M
Magnolia Wealth Management, LLC 35.56% Reduce -2.7% 175,169 $57.5M
Pinnacle Wealth Management Advisory Group, LLC 4.31% Add +0.9% 174,839 $57.4M
Kearns & Associates LLC 30.45% Add +0.6% 174,817 $57.4M
Modera Wealth Management, LLC 0.66% Reduce -2.5% 173,033 $56.8M
Manske Wealth Management 17.38% Add +0.2% 172,685 $56.7M
Greenline Partners, LLC 6.83% Reduce -0.9% 171,204 $56.2M
Farther Finance Advisors, LLC 0.83% Add +76.5% 168,192 $55.2M
Raffa Wealth Management, LLC 9.91% Add +4.6% 168,114 $55.2M
Smith & Howard Wealth Management, LLC 12.84% Add +5.8% 167,898 $55.1M
Taiyo Life Insurance Co. 4.77% Reduce -21.6% 166,000 $54.5M
Invst, LLC 6.17% Add +0.9% 165,364 $54.3M
Evanson Asset Management, LLC 3.05% Add +3.3% 164,793 $54.1M
Wood Tarver Financial Group, LLC 15.75% Add +2.2% 162,686 $53.4M
BostonPremier Wealth LLC 26.48% Add +2.7% 162,457 $53.3M
Tumwater Wealth Management, LLC 23.66% Reduce -2.6% 162,340 $53.3M
Pennington Partners & Co., LLC 25.23% Add +4.6% 161,693 $53.2M
Bartlett & Co. Wealth Management LLC 0.70% Reduce -0.4% 161,168 $53.0M
Bison Wealth, LLC 4.86% Add +0.6% 160,664 $52.8M
Ashford Advisors, LLC 11.43% Reduce -4.7% 157,041 $51.7M
Opus Investment Management Inc. 31.98% No change 157,154 $51.6M
Family CFO Inc 23.48% Add +1.0% 155,388 $51.0M
Principal Securities, Inc. 0.84% Add +6.5% 155,275 $51.0M
Level Wealth Management LLC 26.72% Add +5.0% 154,660 $50.8M
JMG Financial Group, Ltd. 1.44% Reduce -4.6% 154,606 $50.7M
Synovus Financial Corp. 0.58% Add +24.8% 154,364 $50.7M
Summit Trail Advisors, LLC 0.69% Add +20.8% 151,802 $50.0M
Linscomb Wealth, Inc. 2.14% Reduce -0.7% 151,716 $49.8M
Rwa Wealth Partners, LLC 0.57% Add +0.9% 151,698 $49.8M
Altus Wealth Management, LLC 22.04% Add +1.6% 151,650 $49.8M
Wrenne Financial Planning LLC 21.27% Add +0.5% 151,631 $49.8M
Flputnam Investment Management Co. 0.74% Reduce -5.3% 151,245 $49.6M
Hemington Wealth Management 6.38% Reduce -1.1% 149,465 $49.0M
Parallel Advisors, LLC 0.90% Reduce -0.8% 149,197 $49.0M
Equita Financial Network, Inc. 16.52% Add +5.7% 148,941 $48.9M
Concurrent Investment Advisors, LLC 0.84% Add +0.8% 148,521 $48.7M
Principal Financial Group Inc. 0.02% Reduce -1.4% 148,149 $48.6M
PFG Advisors 1.99% New 147,936 $48.5M
jvl associates llc 15.92% Reduce -0.3% 146,548 $48.1M
Baron Silver Stevens Financial Advisors, LLC 7.03% Add +0.7% 146,253 $48.0M
IFG Advisory, LLC 2.18% Reduce -6.4% 146,021 $47.9M
Rosenberg Matthew Hamilton 10.35% Reduce -6.6% 145,917 $47.9M
Pure Financial Advisors, LLC 0.76% Add +2.0% 145,864 $47.9M
REAP Financial Group, LLC 10.38% Add +5.8% 145,539 $47.8M
Allegiance Financial Group Advisory Services LLC 10.96% Add +10.3% 144,789 $47.6M
White Wing Wealth Management 29.43% Reduce -5.7% 143,921 $47.4M
Choate Investment Advisors 0.97% Add +45.5% 143,357 $47.0M
Axos Invest Inc. 35.22% Reduce -20.4% 143,285 $47.0M
North Star Investment Management Corp. 3.00% Reduce -0.4% 142,189 $46.7M
Tennessee Valley Asset Management Partners 6.31% Add +2.0% 141,579 $46.5M
Coldstream Capital Management Inc. 0.62% Add +21.8% 140,041 $46.0M
Independent Financial Group, LLC 1.10% Reduce -2.8% 139,688 $45.8M
Red Wave Investments LLC 14.06% Reduce -0.2% 139,635 $45.8M
Brooklyn FI, LLC 10.24% Add +15.2% 138,497 $45.7M
Pacific Center for Financial Services 11.63% Reduce -0.5% 138,943 $45.6M
Seeds Investor LLC 9.61% Add +0.4% 138,768 $45.5M
Balentine LLC 1.68% Reduce -3.6% 138,741 $45.5M
FRG Family Wealth Advisors LLC 7.33% Reduce -3.0% 138,682 $45.5M
Cypress Capital, LLC 12.99% Reduce -7.4% 138,306 $45.4M
Brookwood Investment Group LLC 5.85% Add +6.7% 138,091 $45.3M
Clearstead Advisors, LLC 0.66% Reduce -0.9% 138,031 $45.3M
Tide Cove Capital Partners LLC 34.67% Add +0.2% 135,185 $45.0M
First Western Trust Bank 2.04% Add +0.2% 135,208 $44.4M
Laird Norton Wetherby Trust Company, LLC 7.62% Reduce -13.8% 134,673 $44.3M
Gibson Wealth Advisors LLC 31.25% Add +2.4% 133,562 $43.9M
Karpus Management, Inc. 1.39% Reduce -3.0% 133,852 $43.9M
Flagship Harbor Advisors, LLC 1.91% Reduce -2.5% 133,701 $43.9M
National Philanthropic Trust 0.49% Reduce -2.2% 132,907 $43.6M
Advisory Services Network, LLC 0.64% Add +7.0% 132,758 $43.6M
VERITY Wealth Advisors 27.49% Reduce 0.0% 132,610 $43.5M
O'Brien Wealth Partners LLC 5.87% Reduce -0.3% 131,971 $43.3M
Mallini Complete Financial Planning LLC 38.13% Add +2.1% 131,403 $43.1M
Prudent Man Advisors, LLC 15.91% Reduce -4.0% 131,375 $43.1M
BCM Advisors, LLC 8.51% Add +1.2% 125,074 $42.3M
New England Private Wealth Advisors LLC 5.51% Add +6.8% 127,309 $41.8M
Wick Capital Partners, LLC 9.96% Add +94.4% 127,283 $41.8M
CGN Advisors LLC 3.41% Add +1.6% 126,347 $41.5M
Capitol Family Office, Inc. 50.20% Reduce -0.5% 126,114 $41.4M
Telos Capital Management, Inc. 3.95% Reduce -4.4% 125,530 $41.2M
Valmark Advisers, Inc. 0.53% Add +0.1% 125,242 $41.1M
Mather Group, Llc. 0.41% Add +39.6% 124,700 $40.9M
Fifth Third Securities, Inc. 2.79% Add +8.9% 124,393 $40.8M
OLIO Financial Planning 11.97% Reduce -4.3% 124,300 $40.8M
One Degree Advisors Inc 12.47% Add +16.3% 123,919 $40.7M
NewEdge Wealth, LLC 0.58% Add +2.0% 122,054 $40.7M
Keystone Financial Group 3.11% Add +7.7% 123,585 $40.6M
Liberty Capital Management, Inc. 7.62% Add +1.6% 123,432 $40.5M
Nuveen, LLC 0.01% Add +9.3% 122,600 $40.2M
Annex Advisory Services, LLC 0.85% Reduce -2.4% 122,185 $40.1M
J.W. Cole Advisors, Inc. 0.76% Add +0.8% 120,907 $39.7M
Cozad Asset Management Inc. 3.15% Add +0.1% 120,576 $39.6M
Breakwater Investment Management 14.52% Reduce -0.2% 119,986 $39.4M
Gotham Asset Management 0.17% Add +69.2% 119,958 $39.4M
Morling Financial Advisors, LLC 13.02% Add +3.4% 119,501 $39.2M
Synergy Asset Management, LLC 1.42% Add +249.0% 124,698 $39.2M
First PREMIER Bank 8.90% Reduce -1.9% 119,402 $39.2M
Scissortail Wealth Management, LLC 8.54% Add +1.0% 119,357 $39.2M
&partners 0.25% Add +34.4% 119,228 $39.1M
Perigon Wealth Management, LLC 0.80% Add +1.3% 119,194 $39.1M
United Capital Financial Advisors, LLC 0.28% Reduce -0.5% 119,011 $39.1M
Sterling Wealth Management, Inc. 11.83% Add +5.0% 118,878 $39.0M
Penney Financial, LLC 17.41% Add +2.9% 118,453 $38.9M
Sanctuary Advisors, LLC 0.22% Reduce -3.0% 118,311 $38.8M
B&D White Capital Company, LLC 4.93% Add +0.0% 117,171 $38.5M
Bfsg, LLC 3.65% Reduce -0.1% 114,649 $37.6M
Gryphon Financial Partners LLC 4.29% Add +19.5% 114,619 $37.6M
Optas, LLC 6.35% Add +36.8% 113,995 $37.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.41% Add +2.4% 113,609 $37.3M
GenTrust, LLC 1.68% Reduce -8.4% 112,526 $37.0M
M&T Bank Corp 0.12% Add +1.0% 112,770 $37.0M
Weinberger Asset Management, Inc 13.34% Reduce -2.1% 112,317 $36.9M
Leonard Rickey Investment Advisors P.L.L.C. 6.93% Add +1.0% 112,214 $36.8M
Compass Financial Group, INC 5.52% Reduce -3.7% 111,878 $36.7M
Roger Wittlin Investment Advisory, LLC 20.32% Reduce -4.7% 111,383 $36.6M
Atria Investments, Inc 0.42% Reduce -3.8% 110,929 $36.4M
Pine Ridge Advisers LLC 2.49% Add +0.8% 110,842 $36.4M
Diversified Trust Co. 0.72% Reduce -14.5% 109,898 $36.1M
KCM Investment Advisors LLC 1.15% Reduce -50.8% 108,382 $35.6M
Chicago Partners Investment Group LLC 0.93% Add +15.7% 104,972 $35.5M
Smithfield Trust Co 1.58% Add +0.3% 107,884 $35.4M
Manuka Financial, LLC 21.87% Reduce -0.8% 107,868 $35.2M
United Financial Planning Group LLC 22.13% — 175,230 $35.2M
Obermeyer Wealth Partners 1.65% Add +2.9% 107,059 $35.1M
Cary Street Partners Financial LLC 0.91% Add +0.7% 106,803 $35.0M
BBR Partners, LLC 2.02% Add +0.0% 106,694 $35.0M
Roundview Capital LLC 2.21% Reduce -2.0% 106,487 $34.9M
Annis Gardner Whiting Capital Advisors, LLC 7.16% Add +0.5% 105,510 $34.7M
Harbour Investments, Inc. 0.78% Add +5.8% 105,372 $34.6M
Chandler Asset Management, Inc. 5.66% Reduce -4.3% 105,135 $34.5M
Capital Advisors, Ltd. LLC 3.87% Add +27.7% 104,488 $34.3M
Integris Wealth Management, LLC 8.26% Add +2.9% 103,448 $33.9M
Citadel Advisors 0.03% Add +165.7% 103,304 $33.9M
Blankinship & Foster, LLC 7.41% Reduce -0.2% 103,277 $33.9M
David Kennon Inc 12.19% Reduce -2.4% 103,195 $33.9M
Pinnacle Financial Partners Inc 0.81% Add +2.1% 102,805 $33.7M
Skyline Advisors, Inc. 11.60% Add +0.7% 102,607 $33.7M
Global Retirement Partners, LLC 0.75% Reduce -0.5% 102,449 $33.6M
Bush Investment Group, LLC 19.91% Add +2.5% 102,412 $33.6M
Beacon Financial Strategies CORP 19.40% Reduce -8.7% 100,202 $32.9M
Washburn Capital Management, Inc. 18.34% Reduce -2.6% 100,046 $32.8M
BWM Planning, LLC 9.76% Add +10.8% 99,965 $32.8M
RIA Advisory Group LLC 8.39% Add +4.4% 99,125 $32.5M
Clarity Wealth Advisors, LLC 7.15% Add +1.8% 98,807 $32.4M
Jacobi Capital Management LLC 1.97% Add +0.0% 98,403 $32.3M
Caliber Wealth Management, LLC / KS 3.60% Reduce -18.3% 98,314 $32.3M
Frank, Rimerman Advisors LLC 2.06% Reduce -3.5% 98,021 $32.2M
AllSquare Wealth Management LLC 16.88% Reduce -0.5% 97,479 $32.0M
Sentinel Trust Co. Lba 3.25% Reduce -4.8% 97,187 $31.9M
Advyzon Investment Management, LLC 5.41% Add +5.8% 95,991 $31.5M
Aspiriant, LLC 0.96% Reduce -0.3% 95,606 $31.4M
Foundations Investment Advisors, LLC 0.45% Reduce -27.3% 95,308 $31.3M
Peak Financial Management, Inc. 8.26% Reduce -3.2% 95,233 $31.3M
EverSource Wealth Advisors, LLC 1.23% Add +9.2% 94,785 $31.1M
Root Financial Partners, LLC 1.92% Add +38.0% 94,729 $31.1M
CWA Asset Management Group, LLC 1.15% Add +2.5% 94,579 $31.0M
Portfolio Strategies, Inc. 3.60% Add +0.1% 94,366 $31.0M
Great Valley Advisor Group, Inc. 0.62% Reduce -4.5% 93,743 $30.8M
Cobblestone Capital Advisors LLC 1.47% Reduce -1.0% 93,337 $30.6M
Burns J W & Co. Inc. 3.44% Add +8.9% 92,640 $30.4M
Kings Path Partners LLC 11.20% Add +6.4% 92,628 $30.4M
Ashford Capital Management Inc. 3.38% Reduce -1.1% 92,534 $30.4M
HBK Sorce Advisory LLC 0.76% Reduce -0.7% 91,929 $30.2M
Midwest Trust Co 0.39% Add +1.0% 91,836 $30.1M
Woodmont Investment Counsel LLC 1.99% Reduce -0.2% 91,763 $30.1M
Burrus Financial Services, Inc. 13.75% Reduce -1.0% 91,335 $30.0M
Barrett & Company, Inc. 10.25% Add +5.5% 91,100 $29.9M
FSM Wealth Advisors, LLC 4.23% Add +5.7% 91,021 $29.9M
Allspring Global Investments Holdings, LLC 0.05% Reduce -0.1% 90,460 $29.8M
Clear Harbor Asset Management, LLC 2.10% Reduce -0.5% 90,712 $29.8M
Keybank National Association 0.10% Add +1.1% 89,725 $29.4M
U.S. Capital Wealth Advisors, LLC 0.79% Add +4.2% 89,668 $29.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.59% Add +40.8% 88,766 $29.1M
Great Diamond Partners, LLC 5.63% Add +3.1% 88,473 $29.0M
Retirement Capital Strategies 11.11% Add +21.0% 88,270 $29.0M
Tudor Investment Corporation 0.19% Add +93.2% 88,212 $28.9M
Benchmark Financial Wealth Advisors, LLC 8.68% Reduce -3.6% 87,871 $28.8M
Crescent Grove Advisors, LLC 2.75% Reduce -1.3% 87,146 $28.7M
Mutual Advisors, LLC 0.63% Reduce -0.6% 86,592 $28.7M
Brass Tax Wealth Management, Inc. 4.72% Reduce -0.3% 86,520 $28.4M
Wellington Management Group LLP 0.01% Add +2.9% 86,057 $28.2M
Prospera Financial Services Inc 0.48% Add +3.9% 85,947 $28.2M
Bleakley Financial Group, LLC 0.65% Add +10.2% 85,707 $28.1M
Trellis Wealth Advisors LLC 11.41% Reduce -1.2% 85,417 $28.0M
Nisa Investment Advisors, LLC 0.11% Add +0.2% 84,969 $28.0M
Venture Visionary Partners LLC 0.96% Reduce -1.1% 85,000 $27.9M
Ebor Charitable Trust 56.09% Add +4.9% 97,901 $27.7M
Northwest Wealth Management, LLC 4.56% Reduce -3.2% 84,386 $27.7M
Mayport, LLC 5.99% Reduce -1.6% 84,271 $27.7M
Ogorek Anthony Joseph /NY/ 7.91% Reduce -0.1% 84,263 $27.7M
KOM Wealth Management Group, LLC 20.88% Reduce -0.7% 84,188 $27.6M
Principle Wealth Partners LLC 1.60% Reduce -0.8% 84,101 $27.6M
LJI Wealth Management, LLC 4.80% Reduce -7.2% 83,743 $27.5M
Washington Capital Management, Inc. 19.39% Reduce -2.6% 82,583 $27.1M
Financial Architects, LLC 15.36% Reduce -3.2% 82,323 $27.0M
Precedent Wealth Partners, LLC 5.89% Reduce -0.1% 81,470 $26.7M
Satovsky Asset Management LLC 5.31% Add +6.4% 81,142 $26.6M
Latigo Investments, LLC 13.37% No change 80,845 $26.5M
Altiora Financial Group, LLC 4.85% Reduce -5.7% 80,769 $26.5M
Lanham O'Dell & Company, Inc. 8.42% Add +40.5% 80,598 $26.4M
Horizon Wealth Management, LLC 3.83% Add +1.7% 79,520 $26.1M
Sensible Financial Planning & Management, LLC. 4.73% Add +0.0% 79,427 $26.1M
Mesirow Financial Investment Management, Inc. 0.47% Add +2.2% 79,263 $26.0M
Continuum Advisory, LLC 2.75% Add +3.3% 79,256 $26.0M
O'shaughnessy Asset Management, LLC 0.15% Reduce -3.8% 79,052 $25.9M
Cordant, Inc. 11.70% Add +2.0% 78,973 $25.9M
Compound Planning, Inc. 0.84% Add +117.4% 78,804 $25.9M
MRWM Advisors, LLC 14.63% Add +4.9% 78,287 $25.7M
Natixis Advisors, LLC 0.04% Add +11.3% 78,094 $25.6M
My Personal CFO, LLC 9.90% Reduce -31.2% 77,866 $25.6M
Foundation Wealth Management, LLC\PA 9.90% Add +22.3% 77,866 $25.6M
Sound View Wealth Advisors Group, LLC 1.76% Add +0.7% 77,850 $25.5M
Firestone Capital Management 5.51% Add +0.6% 77,658 $25.5M
Gordian Advisors LLC 17.12% Reduce -0.2% 77,641 $25.5M
Greenwood Gearhart LLC 1.46% Add +0.0% 77,053 $25.3M
Aspen Grove Capital, LLC 4.23% Reduce -1.3% 76,347 $25.1M
Arkadios Wealth Advisors 0.62% Add +2.4% 76,506 $25.1M
REDW Wealth LLC 9.44% Reduce -5.8% 76,089 $25.0M
Kraft, Davis & Associates, LLC 6.07% Add +0.4% 75,228 $24.9M
New England Asset Management Inc. 3.37% Add +4.4% 75,605 $24.8M
Simon Quick Advisors, LLC 1.11% Add +10.4% 74,988 $24.6M
AlphaCore Capital LLC 0.82% Add +19.2% 74,225 $24.4M
Kestra Private Wealth Services, LLC 0.32% Add +6.0% 74,426 $24.4M
NORTHSTAR ASSET MANAGEMENT Co 5.23% Add +0.8% 74,216 $24.4M
AdvisorNet Financial, Inc 1.38% Add +5.6% 73,965 $24.3M
Seneschal Advisors, LLC 17.46% Reduce -5.1% 73,298 $24.1M
Hollencrest Capital Management 0.87% Reduce -0.3% 73,141 $24.0M
Vernal Point Advisors, LLC 10.33% Add +119.7% 72,809 $24.0M
Connecticut Wealth Management, LLC 1.06% Reduce -3.4% 72,762 $23.9M
Pension & Wealth Management Advisors, Inc. 7.48% Reduce -0.5% 72,274 $23.7M
Rockbridge Investment Management, LCC 2.34% Add +0.7% 72,252 $23.7M
Cascade Investment Group, Inc. 15.62% Reduce -0.1% 71,890 $23.6M
HT Partners LLC 7.15% Add +1.3% 71,232 $23.4M
Franklin Resources Inc. 0.01% Add +65.7% 70,735 $23.2M
Mill Creek Capital Advisors, LLC 0.48% Add +0.4% 70,662 $23.2M
Shotwell Rutter Baer Inc 14.94% Reduce -1.3% 69,776 $23.2M
Cannon Financial Strategists, Inc. 3.31% Add +2.9% 70,547 $23.2M
Johnson Investment Counsel Inc. 0.19% Reduce -1.5% 70,335 $23.1M
Lodestar Private Asset Management LLC 2.41% Add +2.5% 70,329 $23.1M
Mullooly Asset Management, Inc. 8.82% Add +4.3% 70,026 $23.0M
Wealthcare Capital Partners, LLC 10.53% Reduce -1.8% 69,822 $22.9M
Apollon Wealth Management, LLC 0.41% Add +0.2% 69,777 $22.9M
Cornerstone National Bank & Trust Co 9.33% Add +2.6% 69,703 $22.9M
Clarity Wealth Development LLC 20.52% Add +3.1% 67,277 $22.7M
Geneos Wealth Management Inc. 0.57% Reduce -1.8% 68,708 $22.5M
Define Financial, LLC 13.42% Add +1.1% 68,145 $22.4M
Raab & Moskowitz Asset Management LLC 5.00% Reduce -0.7% 68,092 $22.3M
Benjamin Edwards Inc. 0.25% Add +2.8% 67,825 $22.3M
Freestone Capital Holdings, LLC 0.68% Add +3.5% 67,462 $22.1M
Seven Mile Advisory 3.61% New 67,173 $22.0M
Cresta Advisors, Ltd. 9.78% Add +3.7% 66,753 $21.9M
Addis & Hill, Inc 13.34% Reduce -2.1% 66,418 $21.9M
World Investment Advisors 0.45% Reduce -0.8% 66,645 $21.9M
Industrial Alliance Investment Management Inc. 13.10% Reduce -1.1% 66,139 $21.7M
Sageworth Trust Co of South Dakota 20.41% Add +12.3% 65,957 $21.6M
ArchPoint Investors 5.93% No change 65,721 $21.6M
Ironsides Asset Advisors, LLC 5.56% Add +0.7% 65,683 $21.6M
Symmetry Partners, LLC 2.33% Add +17.2% 65,206 $21.4M
Dorsey & Whitney Trust CO LLC 1.13% Add +4.0% 65,183 $21.4M
Fiduciary Trust Co 0.24% Add +0.8% 64,206 $21.1M
Ameritas Advisory Services, LLC 1.38% Add +122.1% 64,182 $21.1M
Monument Group Wealth Advisors, LLC 12.40% Add +11.8% 64,164 $21.1M
XY Planning Network, Inc. 7.13% No change 68,911 $20.9M
Parisi Gray Wealth Management 5.45% Reduce -0.3% 63,812 $20.9M
Sigma Investment Counselors Inc. 1.08% Reduce -2.9% 63,557 $20.9M
Stokes Family Office, LLC 1.97% Add +3.3% 63,133 $20.7M
Compass Advisory Group LLC 5.81% Add +0.1% 62,879 $20.7M
Independence Bank of Kentucky 2.65% Reduce -0.2% 62,744 $20.6M
NorthRock Partners, LLC 0.37% Reduce -0.7% 62,551 $20.5M
Aspect Partners, LLC 9.19% Add +15.9% 61,673 $20.2M
Tsfg, LLC 3.20% Reduce -5.1% 61,393 $20.1M
5th Street Advisors, LLC 9.94% Reduce -2.3% 61,167 $20.1M
FineMark National Bank & Trust 0.66% Add +1.7% 61,152 $20.1M
Quadrant Capital Group LLC 0.65% Add +0.7% 60,981 $20.0M
Potomac Fund Management Inc. 0.84% Add +7.2% 60,742 $19.9M
Trace Wealth Advisors, LLC 14.74% Add +0.0% 60,069 $19.7M
Intrepid Family Office LLC 17.80% Add +100.0% 60,000 $19.7M
Almanack Investment Partners, LLC. 3.04% Reduce -19.2% 59,880 $19.7M
Estate Counselors, LLC 1.68% Add +1238.4% 59,786 $19.6M
Mgo One Seven LLC 0.45% Add +9.4% 59,782 $19.6M
Titleist Asset Management, LLC 1.72% Add +9.7% 59,475 $19.5M
Proficio Capital Partners LLC 1.34% Reduce -1.2% 59,222 $19.4M
McClarren Financial Advisors, Inc. 11.88% Add +5.5% 60,589 $19.4M
Dynamic Advisor Solutions LLC 0.56% Reduce -6.3% 59,151 $19.4M
WealthCollab, LLC 8.92% Add +20.9% 58,941 $19.3M
Glenview Trust Co 0.31% Reduce -0.0% 58,930 $19.3M
W.H. Cornerstone Investments Inc. 11.79% Add +0.2% 58,896 $19.3M
Capital Group Private Client Services, Inc. 0.32% Add +21.3% 58,715 $19.3M
Cornerstone Wealth Group, LLC 1.30% Reduce -5.6% 58,594 $19.2M
Palisades Hudson Asset Management, L.P. 6.97% Add +0.0% 58,518 $19.2M
Westside Investment Management, Inc. 3.07% Add +0.9% 58,476 $19.2M
Plotkin Financial Advisors, LLC 9.47% Add +2.5% 58,345 $19.1M
Silver Oak Securities, Incorporated 1.43% Add +2.2% 58,320 $19.1M
BFI Infinity Ltd. 12.68% Add +2.6% 58,071 $19.1M
Goldstone Financial Group, LLC 2.24% Add +2.8% 57,798 $19.0M
Essential Planning, LLC. 6.53% Add +6.1% 57,796 $19.0M
Applied Capital LLC 7.61% Add +1.2% 57,560 $18.9M
Legacy Financial Strategies, LLC 3.41% Reduce -0.1% 57,468 $18.9M
Fairway Financial, LLC 14.87% Add +1.4% 57,467 $18.9M
Callan Family Office, LLC 0.60% Reduce -1.8% 56,900 $18.7M
Cornerstone Wealth Management, LLC 1.03% Add +1.1% 56,862 $18.7M
WASHINGTON TRUST Co 0.61% Add +5.1% 56,807 $18.6M
NBT Bank, N.A. 1.21% Reduce -92.0% 4,631 $18.6M
Maryland Capital Advisors Inc. 6.66% Reduce -1.3% 56,705 $18.6M
StoneX Group Inc. 0.81% Reduce -0.7% 56,420 $18.6M
Johnson Financial Group, Inc. 0.70% Add +3.1% 56,397 $18.6M
Sard Wealth Management Group, LLC 10.57% Add +1.1% 56,467 $18.5M
Northland Capital Management LLC 10.80% Add +0.4% 56,287 $18.5M
Advisor OS, LLC 1.59% Add +1.5% 56,140 $18.4M
Long Island Wealth Management, Inc. 8.96% Reduce -0.3% 56,104 $18.4M
Coastline Trust Co 1.97% Add +0.1% 56,069 $18.4M
SageView Advisory Group, LLC 0.63% Add +16.4% 55,917 $18.4M
Associated Banc-Corp 0.48% Add +6.3% 55,546 $18.2M
AA Financial Advisors, LLC 3.58% Add +1.3% 55,455 $18.2M
Signaturefd, LLC 0.29% Add +0.0% 55,407 $18.2M
Foster Dykema Cabot & Partners, LLC 1.19% Reduce -0.0% 55,139 $18.1M
Portland Global Advisors LLC 2.02% Reduce -2.2% 55,191 $18.1M
Empirical Finance, LLC 0.86% No change 55,050 $18.1M
LexAurum Advisors, LLC 2.57% Add +1.8% 54,851 $18.0M
GAMCO Investors 0.17% Add +0.5% 54,835 $18.0M
Atlantic Private Wealth, LLC 11.62% Reduce -6.2% 54,817 $18.0M
Angeles Wealth Management, LLC 1.10% Reduce -0.1% 54,594 $17.9M
Manning & Napier Advisors LLC 0.23% Reduce -1.6% 54,561 $17.9M
Thoroughbred Financial Services, LLC 1.10% Add +9.0% 54,537 $17.9M
Davis R M Inc. 0.31% Reduce -2.8% 54,529 $17.9M
MontVue Capital Management, Inc. 11.99% Reduce -0.7% 54,497 $17.9M
Citizens Financial Group Inc. 0.24% Add +18.9% 54,009 $17.8M
Seldon Capital LP 6.24% No change 54,098 $17.8M
TCI Wealth Advisors, Inc. 1.06% Add +0.9% 54,021 $17.7M
Drucker Wealth 3.0, LLC 3.15% Reduce -4.9% 53,864 $17.7M
Dakota Wealth Management 0.36% Add +2.4% 53,784 $17.7M
Wilson & Boucher Capital Management, LLC 11.57% Add +1.2% 53,626 $17.6M
Avion Wealth 3.77% Reduce -4.2% 53,574 $17.6M
Clark Asset Management, LLC 2.04% Add +1.6% 53,393 $17.5M
CreativeOne Wealth, LLC 0.43% Reduce -15.8% 53,307 $17.5M
Pine Harbor Wealth Management, LLC 5.58% Add +2.9% 53,032 $17.4M
Elwood & Goetz Wealth Advisory Group, LLC 3.33% Reduce -1.4% 52,895 $17.4M
IHT Wealth Management, LLC 0.44% Reduce -7.2% 52,851 $17.3M
Peterson Wealth Advisors, LLC 2.59% Reduce -3.1% 52,532 $17.3M
Meridian Wealth Management, LLC 0.66% Add +11.5% 52,161 $17.1M
Magnolia Capital Advisors LLC 4.47% Add +4.0% 52,104 $17.1M
Strategic Blueprint, LLC 0.74% Reduce -1.9% 52,000 $17.1M
MJP Associates Inc. 2.22% Reduce -2.5% 51,324 $16.8M
Seven Post Investment Office LP 6.06% Reduce -0.1% 51,288 $16.8M
First Horizon Corp. 0.79% — 51,247 $16.8M
First Trust Advisors LP 0.01% Add +290.2% 50,821 $16.7M
Gibraltar Capital Management, Inc. 2.98% Reduce -1.2% 50,628 $16.6M
Wesbanco Bank Inc. 0.46% Add +0.3% 50,441 $16.6M
Cornerstone Management, Inc. 2.74% Reduce -1.9% 50,402 $16.5M
Bokf, NA 0.25% Add +15.0% 50,165 $16.5M
JFS Wealth Advisors, LLC 0.96% Reduce -0.7% 49,974 $16.4M
Stratos Wealth Advisors, LLC 0.79% Add +7.0% 49,889 $16.4M
Belpointe Asset Management LLC 0.62% Add +21.5% 49,806 $16.3M
Cascade Financial Partners, LLC 1.87% Reduce -1.7% 49,789 $16.3M
Carr Financial Group Corp 4.48% Add +1.4% 49,744 $16.3M
GFS Advisors, LLC 2.08% Reduce -0.5% 49,725 $16.3M
Summit Financial Wealth Advisors, LLC 2.52% Add +2.7% 49,374 $16.3M
Coston, McIsaac & Partners 3.87% Reduce -0.7% 49,513 $16.2M
Rothschild Wealth LLC 3.54% Reduce -1.6% 49,507 $16.2M
Intelligent Financial Strategies 7.90% Add +164.6% 49,331 $16.2M
Semitam Bonam LLC 14.49% Reduce -1.7% 49,379 $16.2M
Conning Inc. 0.57% No change 49,266 $16.2M
Siligmueller & Norvid Wealth Advisors LLC 7.24% New 49,044 $16.1M
Axxcess Wealth Management, LLC 0.34% Reduce -1.1% 48,984 $16.1M
Fisher Asset Management 0.01% Add +133.6% 48,838 $16.0M
New Covenant Trust Company, N.A. 14.89% Reduce -27.7% 48,740 $16.0M
Olistico Wealth, LLC 8.45% Add +1.2% 48,735 $16.0M
Park National Corp. 0.50% Reduce -0.1% 48,646 $16.0M
Integrated Advisors Network LLC 0.67% Add +0.2% 48,543 $15.9M
Warwick Investment Management, Inc. 2.76% Reduce -1.9% 48,539 $15.9M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -4.7% 48,528 $15.9M
Bulwark Capital Corp 12.38% Add +1.2% 48,481 $15.9M
Argent Trust Co 0.56% Reduce -0.1% 48,465 $15.9M
Basso Capital Management, L.P. 10.63% Add +2.6% 48,386 $15.9M
Brookstone Capital Management 0.19% Add +12.3% 48,327 $15.9M
TD Waterhouse Canada Inc. 0.10% Add +5.5% 48,102 $15.9M
Ironwood Investment Management LLC 6.84% Add +3.6% 47,773 $15.7M
VSM Wealth Advisory, LLC 4.87% Add +1.3% 47,668 $15.6M
Index Fund Advisors, Inc. 0.76% Add +276.4% 47,437 $15.6M
Yousif Capital Management, LLC 0.16% Reduce -39.5% 46,894 $15.4M
Benningfield Financial Advisors, LLC 12.10% Add +0.4% 46,734 $15.3M
LifeGuide Financial Advisors, LLC 5.63% Reduce -0.0% 50,321 $15.3M
Next Level Wealth Planning, LLC 8.57% Add +1.4% 46,281 $15.2M
Headinvest, LLC 3.14% Add +2.2% 46,236 $15.2M
Klingman & Associates, LLC 0.76% Reduce -0.3% 46,092 $15.1M
Bull Oak Capital, LLC 6.40% Add +12.1% 45,912 $15.1M
Philip James Wealth Mangement, LLC 1.82% Add +7.8% 45,802 $15.0M
Pacific Capital Wealth Advisors, Inc. 2.59% Reduce -12.2% 45,681 $15.0M
Asset Management Group, Inc. 2.45% Add +0.0% 45,632 $15.0M
Shayne & Jacobs, LLC 4.63% Reduce -1.4% 45,604 $15.0M
Traphagen Investment Advisors LLC 1.28% Add +0.7% 45,351 $14.9M
Western Wealth Management, LLC 0.78% Add +0.5% 45,216 $14.8M
AE Wealth Management LLC 0.09% Add +28.4% 45,105 $14.8M
Swisher Financial Concepts, Inc. 8.87% Add +14.5% 45,088 $14.8M
Oppenheimer & Co. Inc. 0.18% Reduce -1.7% 44,899 $14.7M
Harbor Investment Advisory, LLC 1.22% Reduce -0.5% 44,878 $14.7M
Chilton Investment Co. Inc. 0.30% Reduce -0.1% 44,775 $14.7M
Independence Asset Advisors, LLC 6.23% New 44,720 $14.7M
Independent Advisor Alliance 0.38% Reduce -0.9% 44,693 $14.7M
Federation des caisses Desjardins du Quebec 0.06% Reduce -4.0% 44,077 $14.5M
Glassman Wealth Services 2.03% Add +19.6% 44,075 $14.5M
Liberty Wealth Management LLC 2.04% Reduce -1.6% 44,071 $14.5M
Shelter Mutual Insurance Co 3.23% No change 43,850 $14.4M
Trinity Financial Advisors LLC 4.14% Reduce -3.9% 43,592 $14.3M
Fairview Capital Investment Management, LLC 0.73% Add +0.4% 43,699 $14.3M
Nia Impact Advisors, LLC 4.65% No change 43,575 $14.3M
Fayez Sarofim & Co 0.03% No change 43,479 $14.3M
Abound Wealth Management 3.57% Add +1.8% 43,464 $14.3M
Sandy Cove Advisors, LLC 4.56% Add +0.4% 43,442 $14.3M
CX Institutional 0.43% Add +98.1% 43,365 $14.2M
First Hawaiian Bank 1.82% No change 43,350 $14.2M
SteelPeak Wealth, LLC 0.48% Add +317.0% 42,967 $14.1M
Stonehage Fleming Financial Services Holdings Ltd 0.40% Add +2.9% 43,066 $14.1M
OneAscent Financial Services LLC 0.94% Reduce -3.9% 43,026 $14.1M
Barclays PLC 0.01% Reduce -0.3% 42,982 $14.1M
Bradley & Co. Private Wealth Management, LLC 7.79% Add +0.8% 42,885 $14.1M
Leavell Investment Management, Inc. 0.59% Reduce -4.1% 42,465 $14.0M
Berman McAleer LLC 1.95% — 42,281 $13.9M
Stonekeep Investments, LLC 8.78% Add +1.7% 42,212 $13.9M
Aptus Capital Advisors, LLC 0.13% Reduce -51.9% 42,107 $13.8M
Stratos Investment Management, LLC 0.57% Reduce -6.0% 41,812 $13.7M
RFG Advisory, LLC 0.28% Reduce -2.9% 41,793 $13.7M
Badgley Phelps Wealth Managers, LLC 0.29% Reduce -1.4% 41,660 $13.7M
Bradley Foster & Sargent Inc. 0.20% Reduce -0.9% 41,458 $13.6M
Canopy Partners, LLC 4.50% Reduce -1.2% 41,008 $13.5M
VPR Management LLC 6.08% No change 40,800 $13.4M
Farnam Financial LLC 10.40% Reduce -0.6% 40,771 $13.4M
Webster Bank, N. A. 1.28% Add +3.0% 40,563 $13.3M
Clarity Capital Advisors, LLC 7.21% Reduce -1.1% 40,338 $13.2M
Perennial Investment Advisors, LLC 1.09% Reduce -2.5% 40,276 $13.2M
Sax Wealth Advisors, LLC 0.71% Reduce -0.9% 40,244 $13.2M
GoalVest Advisory LLC 2.79% Reduce -3.2% 40,149 $13.2M
Avant Financial Advisors LLC 9.91% Add +1.1% 40,079 $13.2M
Blackston Financial Advisory Group, LLC 7.76% Reduce -1.9% 39,786 $13.1M
Azimuth Capital Investment Management LLC 0.47% Add +8.4% 39,745 $13.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.38% Add +0.3% 38,630 $13.0M
Dogwood Wealth Management LLC 5.92% Add +7.1% 39,607 $13.0M
Good Steward Wealth Advisors,LLC 8.99% Reduce -5.8% 39,648 $13.0M
Sharper & Granite LLC 4.64% Add +11.9% 39,500 $13.0M
Tortoise Investment Management, LLC 1.15% Add +1.8% 39,494 $13.0M
Culbertson A N & Co. Inc. 1.83% Reduce -1.0% 39,395 $12.9M
Sigma Planning Corp 0.37% Reduce -9.8% 39,273 $12.9M
Vise Technologies, Inc. 0.48% Add +76.7% 39,255 $12.9M
Frazier Financial Advisors, LLC 7.86% Add +16.0% 39,001 $12.8M
HMV Wealth Advisors, LLC 7.04% Add +6.7% 38,996 $12.8M
Savvy Advisors, Inc. 0.59% Add +7.6% 38,968 $12.8M
Waldron Private Wealth LLC 0.52% Add +2.1% 38,807 $12.8M
Avior Wealth Management, LLC 0.41% Reduce -1.7% 38,786 $12.7M
Lantz Financial LLC 2.80% Add +1.7% 38,550 $12.7M
NerdWallet Wealth Partners, LLC 6.20% — 38,539 $12.6M
Monograph Wealth Advisors, LLC 1.27% Add +0.3% 38,202 $12.6M
Ti-Trust, Inc. 7.91% Add +0.2% 38,278 $12.6M
Brown Brothers Harriman & Co. 0.08% Add +202.9% 38,242 $12.5M
Cypress Point Wealth Management, LLC 2.54% Reduce -0.3% 38,238 $12.5M
Chicago Capital, LLC 0.31% Reduce -0.1% 38,064 $12.5M
Evergreen Wealth Management, LLC 6.55% Add +1.3% 38,051 $12.5M
Great Point Wealth Advisors, LLC 2.34% — 37,928 $12.4M
Valeo Financial Advisors, LLC 0.28% Reduce -0.5% 37,907 $12.4M
Wealth Alliance Advisory Group, LLC 2.23% Add +0.0% 37,757 $12.4M
Aerodigm Wealth, LLC 5.21% Add +2.8% 37,576 $12.4M
Beaird Harris Wealth Management, LLC 0.86% Add +0.3% 37,139 $12.2M
Cambridge Advisors Inc. 2.38% Reduce -5.3% 37,059 $12.2M
Philadelphia Trust Co. 0.85% No change 36,865 $12.1M
Signature Estate & Investment Advisors LLC 0.26% Add +2.3% 36,683 $12.0M
WealthPLAN Partners, LLC 1.80% Add +1.4% 36,674 $12.0M
International Assets Investment Management, LLC 0.96% No change 39,069 $11.9M
Regal Investment Advisors LLC 0.77% Add +9.6% 36,087 $11.8M
IRON Financial LLC 5.67% Reduce -6.5% 36,065 $11.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.23% Add +0.0% 35,893 $11.8M
Dunhill Financial, LLC 3.95% Add +0.9% 35,885 $11.8M
FFT Wealth Management LLC 2.16% Add +27.3% 35,686 $11.7M
Capital Square, LLC 5.98% Add +2.4% 35,770 $11.7M
Modus Advisors, LLC 3.19% Reduce -0.6% 35,758 $11.7M
Sonata Capital Group Inc. 4.33% Reduce -0.1% 35,688 $11.7M
Partners in Financial Planning 2.02% Reduce -1.4% 35,665 $11.7M
Rinkey Investments 3.10% Add +5.6% 35,641 $11.7M
JPL Wealth Management, LLC 2.77% Reduce -1.6% 35,629 $11.7M
Confluence Wealth Services, Inc. 0.57% Add +0.4% 35,541 $11.7M
GC Wealth Management RIA, LLC 0.38% Add +3.7% 35,419 $11.6M
PFG Investments, LLC 0.60% Reduce -2.3% 35,359 $11.6M
Diversify Advisory Services, LLC 0.39% Add +32.9% 34,293 $11.5M
Pachira Investments Inc. 6.46% Add +14.4% 35,013 $11.5M
Highland Capital Management, LLC 0.57% Reduce -1.1% 34,976 $11.5M
Ironwood Financial, llc 2.03% Add +14.5% 34,920 $11.5M
LM Advisors LLC 1.66% No change 34,918 $11.5M
Certuity, LLC 0.79% Add +16.7% 34,838 $11.4M
Essex Financial Services, Inc. 0.68% Add +5.4% 34,750 $11.4M
Sherman Asset Management, Inc. 9.84% Reduce -2.3% 34,749 $11.4M
WFA of San Diego, LLC 7.79% Reduce -4.3% 34,668 $11.4M
Great Lakes Retirement, Inc. 1.23% Add +1.6% 34,453 $11.3M
Sapient Capital LLC 0.17% Add +8.3% 34,451 $11.3M
Trust Point Inc. 0.91% Reduce -0.1% 34,389 $11.3M
Brady Martz Wealth Solutions, LLC 2.05% No change 34,343 $11.3M
Evermay Wealth Management LLC 1.29% Reduce -10.3% 34,282 $11.3M
Financial Alternatives, Inc 6.82% Add +4.7% 34,302 $11.3M
IFP Advisors, Inc 0.29% Add +7.6% 34,270 $11.2M
Capital Analysts, LLC 0.33% Add +3.0% 34,254 $11.2M
CWS Financial Advisors, LLC 3.11% Add +2.5% 34,180 $11.2M
Emprise Bank 4.79% Reduce -3.2% 33,793 $11.1M
Atlas Brown,Inc. 3.27% Add +0.5% 33,754 $11.1M
Cyndeo Wealth Partners, LLC 0.61% Add +0.1% 33,706 $11.1M
Stock Yards Bank & Trust Co. 0.34% Reduce -0.4% 33,517 $11.0M
Eastern Bank 0.19% Reduce -2.5% 33,384 $11.0M
DAVENPORT & Co LLC 0.06% Add +3.9% 33,338 $10.9M
American Money Management, LLC 1.82% Add +0.4% 33,224 $10.9M
Versant Capital Management, Inc 1.48% Reduce -5.4% 33,187 $10.9M
Silver Oak Advisory Group, Inc. 4.91% Reduce -1.5% 33,056 $10.8M
Weaver Consulting Group 2.75% Add +14.3% 32,995 $10.8M
Blue Bell Private Wealth Management, LLC 1.65% Reduce -8.6% 32,986 $10.8M
Smallwood Wealth Investment Management, LLC 5.56% Add +0.2% 32,949 $10.8M
IFC Advisors LLC 1.98% Add +1.4% 32,877 $10.8M
Relyea Zuckerberg Hanson LLC 1.13% Reduce -0.8% 32,797 $10.8M
One Day In July LLC 0.90% Reduce -0.6% 32,576 $10.7M
Focus Financial Network, Inc. 0.38% Add +2.2% 32,456 $10.7M
Level Four Advisory Services, LLC 0.37% Add +3.5% 32,521 $10.7M
Onyx Bridge Wealth Group LLC 1.16% Reduce -1.1% 32,520 $10.7M
Kingsview Wealth Management, LLC 0.16% Add +8.9% 32,300 $10.6M
Beacon Financial Group 1.04% Reduce -1.1% 32,190 $10.6M
Sunpointe, LLC 3.81% Add +14.5% 32,070 $10.6M
One Capital Management, LLC 0.34% Reduce -4.9% 31,957 $10.5M
Consilium Wealth Advisory, LLC 4.04% Add +1.9% 31,930 $10.5M
Lansing Street Advisors 2.78% Reduce -1.0% 31,835 $10.5M
SVB Wealth LLC 0.56% Reduce -3.3% 31,849 $10.5M
First Heartland Consultants, Inc. 0.84% Add +2.3% 31,791 $10.4M
Van Cleef Asset Management,Inc 1.06% No change 31,746 $10.4M
NovaPoint Capital, LLC 2.54% Reduce -9.5% 31,671 $10.4M
Boston Family Office LLC 0.66% Add +2.8% 31,597 $10.4M
Carnegie Investment Counsel 0.20% Reduce -1.7% 31,594 $10.4M
Symphony Financial, Ltd. Co. 1.25% Reduce -60.7% 31,397 $10.3M
Asset Dedication, LLC 0.69% Add +0.9% 31,280 $10.3M
Nwam LLC 0.56% Reduce -2.9% 31,046 $10.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.51% Reduce -4.9% 31,169 $10.2M
Sovereign Investment Advisors, LLC 2.78% Add +0.4% 31,055 $10.2M
Squire Investment Management Company, LLC 3.31% Add +5.0% 30,991 $10.2M
TPG Advisors LLC 6.67% Reduce -0.8% 30,895 $10.1M
Retirement Planning Group, LLC 0.35% Add +2.5% 30,856 $10.1M
Professional Financial Advisors, LLC 2.13% Add +85.0% 30,812 $10.1M
Walter & Keenan Wealth Management LLC /in/ 2.80% Add +6.6% 30,785 $10.1M
UNIVEST FINANCIAL Corp 0.56% Add +0.7% 30,747 $10.1M
Greenbush Financial Group, LLC 3.86% Add +1.9% 30,684 $10.1M
Koshinski Asset Management, Inc. 0.72% Reduce -1.8% 30,607 $10.0M
Patton Albertson Miller Group, LLC 1.21% Add +0.1% 30,542 $10.0M
Curi Capital, LLC 0.18% Add +13.6% 30,398 $10.0M
Strategic Financial Concepts, LLC 1.45% Reduce -16.7% 30,654 $10.0M
Gladstone Institutional Advisory LLC 0.38% Add +0.6% 30,440 $10.0M
Bouchey Financial Group, Ltd. 0.77% Reduce -1.6% 30,268 $9.9M
Ancora Advisors LLC 0.20% Add +3.0% 30,283 $9.9M
Ramiah Investment Group 8.78% Add +10.8% 30,220 $9.9M
Sage Rhino Capital LLC 1.91% Add +3.7% 30,167 $9.9M
Private Trust Co. NA 0.87% Reduce -4.7% 30,070 $9.9M
Krilogy Financial LLC 0.37% Add +13.5% 29,613 $9.9M
Melfa Wealth Management, Inc. 5.78% Add +5.6% 30,035 $9.9M
Lebenthal Global Advisors, LLC 1.72% Reduce -22.9% 30,008 $9.8M
Family Wealth Partners, LLC 3.69% Add +0.8% 29,973 $9.8M
Wedbush Securities Inc. 0.32% Add +0.2% 29,936 $9.8M
Compass Financial Group, Inc. 4.41% Add +8.4% 29,924 $9.8M
Transcend Capital Advisors, LLC 0.69% Add +0.4% 29,815 $9.8M
Forbes Financial Planning, Inc. 6.43% Add +1.2% 29,485 $9.7M
CVA Family Office, LLC 1.25% Add +2.1% 29,625 $9.7M
Peck Wealth Management, LLC 9.28% — 29,589 $9.7M
Swmg, LLC 2.92% Add +5.8% 29,150 $9.6M
B. Riley Wealth Advisors, Inc. 0.46% Add +15.9% 29,311 $9.6M
Ferguson Wellman Capital Management, Inc. 0.16% Reduce -0.8% 29,243 $9.6M
Garner Asset Management Corp 3.87% Add +19.8% 29,221 $9.6M
Harfst & Associates, Inc. 1.76% Reduce -0.5% 29,096 $9.5M
Chesley Taft & Associates LLC 0.40% Reduce -1.3% 28,837 $9.5M
Bluespring Wealth Management, LLC 0.82% Reduce -1.1% 28,532 $9.4M
M Holdings Securities, Inc. 1.98% New 28,591 $9.4M
Roberts Glore & Co. Inc. 2.55% Reduce -0.5% 28,455 $9.3M
Moulton Wealth Management, Inc. 6.79% Reduce -21.9% 28,438 $9.3M
BayBridge Capital Group, LLC 5.95% Add +2.0% 28,432 $9.3M
Newton One Investments LLC 2.76% Reduce -4.5% 28,429 $9.3M
Wealth Management Associates, Inc. 3.29% Add +0.1% 28,274 $9.3M
Endowment Wealth Management, Inc. 4.21% Add +4.7% 28,240 $9.3M
Vannoy Advisory Group, Inc. 6.05% Reduce -0.4% 28,221 $9.3M
Legacy Wealth Management, LLC 0.55% Add +0.0% 28,209 $9.3M
Life Planning Partners, Inc 6.76% Reduce -0.6% 28,197 $9.3M
1900 Wealth Management LLC 0.63% Reduce -1.7% 28,103 $9.2M
ABLE Financial Group, LLC 1.99% Add +21.3% 28,017 $9.2M
Signet Financial Management, LLC 1.07% Add +0.9% 28,003 $9.2M
Gridiron Partners, LLC 5.21% Add +322.9% 118,197 $9.2M
Arrowroot Family Office, LLC 3.65% Add +5.2% 27,897 $9.2M
Fiducient Advisors LLC 1.06% Reduce -27.2% 27,685 $9.1M
Graves Light Lenhart Wealth, Inc. 1.00% Add +0.0% 27,550 $9.0M
Resonant Capital Advisors, LLC 0.53% Add +62.8% 27,424 $9.0M
Phillips Financial Management, LLC 0.59% Reduce -1.5% 27,470 $9.0M
Wealth Effects LLC 2.90% Reduce -5.8% 27,457 $9.0M
S.A. Mason LLC 3.96% Add +3.6% 27,355 $9.0M
Highland Financial Advisors, LLC 2.57% Add +0.1% 27,342 $9.0M
Viewpoint Investment Partners Corp. 4.90% No change 29,512 $9.0M
Next Capital Management LLC 2.99% Add +2.6% 27,256 $8.9M
Fi3 FINANCIAL ADVISORS, LLC 3.02% Add +6.2% 27,167 $8.9M
Fiduciary Financial Group, LLC 1.40% Reduce -2.7% 27,010 $8.9M
Pullen Investment Management, LLC 4.80% Add +0.2% 26,997 $8.9M
Fortis Capital Advisors, LLC 1.39% Add +46.8% 26,792 $8.8M
Crews Bank & Trust 1.27% Add +10.6% 26,544 $8.7M
Hall Laurie J Trustee 2.84% No change 26,529 $8.7M
CFO4Life Group, LLC 1.26% Add +0.1% 26,456 $8.7M
Trust Co 0.89% Reduce -0.2% 26,404 $8.7M
Ausdal Financial Partners, Inc. 0.42% Add +17.2% 26,358 $8.7M
Weitzel Financial Services, Inc. 3.50% Add +3.7% 26,472 $8.6M
Shufro Rose & Co. LLC 0.71% Reduce -3.9% 31,317 $8.6M
Trust Co. of Vermont 0.37% Add +6.0% 26,190 $8.6M
Mathes Company, Inc. 3.11% No change 26,140 $8.6M
Kathmere Capital Management, LLC 0.61% Add +5.4% 26,110 $8.6M
Prepared Retirement Institute LLC 4.46% Add +26.2% 26,098 $8.6M
BSW Wealth Partners 1.07% Add +0.6% 26,083 $8.6M
Accel Wealth Management 2.49% Add +5.6% 26,064 $8.6M
Glen Eagle Advisors, LLC 1.19% Add +7.2% 26,044 $8.5M
Cibc World Market Inc. 0.02% Reduce -1.3% 25,939 $8.5M
Debussy Capital Management LP 1.20% Reduce -4.0% 25,880 $8.5M
Arq Wealth Advisors, LLC 2.51% Add +2.1% 25,795 $8.5M
Burling Wealth Partners, LLC 1.39% Reduce -1.4% 25,576 $8.4M
M3 Advisory Group, LLC 5.23% Add +0.6% 25,573 $8.4M
Balboa Wealth Partners 1.45% Add +26.3% 25,567 $8.4M
McLean Asset Management Corp 1.73% Add +0.2% 25,305 $8.4M
NWF Advisory Services Inc. 0.92% Reduce -17.7% 25,530 $8.4M
Blue Trust, Inc. 0.09% Add +2.3% 25,477 $8.4M
Medallion Wealth Advisors, LLC 2.97% Add +1.2% 25,468 $8.4M
Orcam Financial Group 6.73% Add +3.3% 25,390 $8.3M
C M Bidwell & Associates Ltd. 3.98% Reduce -0.1% 25,248 $8.3M
Levin Capital Strategies, L.P. 0.76% No change 25,201 $8.3M
Comprehensive Financial Management LLC 0.23% Reduce -3.8% 25,075 $8.3M
Permanent Capital Management, LP 1.54% — 25,010 $8.2M
Lanark Financial, Inc. 0.64% Add +344.8% 25,010 $8.2M
Seamount Financial Group Inc. 3.87% Add +2.6% 24,979 $8.2M
Petix & Botte Co 1.89% Reduce -3.5% 24,977 $8.2M
Greenleaf Trust 0.07% Reduce -59.9% 24,919 $8.2M
McIlrath & Eck, LLC 0.84% Add +5.3% 24,836 $8.2M
Romano Brothers and Company 0.93% Reduce -1.2% 24,770 $8.1M
Kovack Advisors, Inc. 0.76% Reduce -12.2% 24,723 $8.1M
Saxon Interests, Inc. 3.17% Reduce -3.9% 25,496 $8.1M
Tenon Financial LLC 4.15% Reduce -1.6% 24,609 $8.1M
Atala Financial Inc 5.05% Add +8.7% 24,567 $8.1M
Moneco Advisors, LLC 0.67% Reduce -1.0% 24,549 $8.1M
SigFig Wealth Management, LLC 0.25% Reduce -6.1% 24,664 $8.0M
Osborne Partners Capital Management, LLC 0.41% Reduce -0.6% 24,435 $8.0M
Quantum Financial Advisors, LLC 0.97% Reduce -0.1% 24,353 $8.0M
Norris Financial Group, LLC 2.91% Add +23.0% 24,270 $8.0M
RHS Financial, LLC 4.13% Reduce -2.5% 24,236 $8.0M
Sterling Capital Management LLC 0.12% Add +49.9% 24,228 $8.0M
L.K. Benson & Company, P.C. 4.27% Reduce -2.1% 24,117 $7.9M
Pitti Group Wealth Management, LLC 6.74% Reduce -2.3% 24,115 $7.9M
Stevens Capital Partners 2.35% Add +10.2% 24,029 $7.9M
Bawa N Mallick Trust 2.98% No change 24,000 $7.9M
Greenhouse Wealth Management, LLC 4.72% Add +3.4% 23,967 $7.9M
Gerber Kawasaki Wealth & Investment Management 0.27% Add +2.1% 23,923 $7.9M
WCG Wealth Advisors LLC 0.49% Reduce -6.3% 23,894 $7.8M
Thrivent Financial for Lutherans 0.02% Reduce -52.8% 23,882 $7.8M
HM Payson & Co. 0.11% Add +0.8% 23,863 $7.8M
Global Wealth Management, LLC 4.11% Add +0.1% 23,858 $7.8M
Rolek Wealth Management LLC 5.88% Add +6.0% 23,853 $7.8M
Capital Investment Counsel, LLC 1.15% Add +6.1% 23,848 $7.8M
Jane Street Group, LLC 0.01% Reduce -60.0% 23,840 $7.8M
RVW Wealth, LLC 0.61% Add +0.1% 23,821 $7.8M
Shepherd Kaplan Krochuk, LLC 6.41% Add +19.5% 23,814 $7.8M
Tenret Co LLC 4.03% No change 23,756 $7.8M
L & S Advisors Inc 0.83% Reduce -0.1% 23,681 $7.8M
Signal Advisors Wealth, LLC 0.70% Reduce -29.1% 23,635 $7.8M
Florida Trust Wealth Management Co 0.22% Add +0.5% 23,615 $7.7M
Steph & Co. 2.36% Reduce -28.5% 23,514 $7.7M
Mackenzie Financial Corp. 0.01% Add +0.4% 23,451 $7.7M
FC Advisory LLC 2.25% Reduce -1.8% 23,449 $7.7M
Gateway Wealth Partners, LLC 1.04% Add +41.6% 23,383 $7.7M
Patriot Financial Group Insurance Agency, LLC 0.98% Reduce -32.0% 23,339 $7.7M
Acima Private Wealth, LLC 2.39% Add +0.3% 23,221 $7.6M
Advisory Alpha, LLC 0.21% Reduce -2.3% 23,099 $7.6M
TD Private Client Wealth LLC 0.17% Add +19.2% 23,052 $7.6M
Hancock Whitney Corp. 0.14% No change 22,934 $7.5M
Painted Porch Advisors LLC 2.83% Add +1.1% 22,653 $7.4M
Heritage Investors Management Corp. 0.22% Reduce -4.1% 22,580 $7.4M
Stone Summit Wealth LLC 2.09% Reduce -0.4% 22,471 $7.4M
Keyes, Stange & Wooten Wealth Management, LLC 3.57% Reduce -1.4% 22,442 $7.4M
Equitable Trust Co. 0.34% Add +1.8% 22,305 $7.3M
Old National Bancorp 0.12% Add +32.9% 22,260 $7.3M
Inscription Capital, LLC 0.79% Add +13.0% 22,230 $7.3M
Van Strum & Towne Inc. 2.14% Reduce -4.5% 22,228 $7.3M
Kathleen S. Wright Associates Inc. 2.69% Add +3.6% 22,129 $7.3M
Pure Portfolios Holdings LLC 2.27% Reduce -0.7% 22,087 $7.2M
iA Global Asset Management Inc. 0.10% Add +32.3% 22,084 $7.2M
Capital Investment Advisory Services, LLC 0.57% Reduce -1.0% 22,048 $7.2M
Black Diamond Financial, LLC 0.81% Add +16.1% 21,986 $7.2M
Scratch Capital LLC 4.76% Add +0.1% 21,975 $7.2M
Calamos Wealth Management LLC 0.26% Add +156.1% 21,839 $7.2M
Allied Investment Advisors, LLC 1.14% Add +1.9% 21,829 $7.2M
Susquehanna Advisors Group, Inc. 0.28% No change 21,775 $7.1M
Advus Financial Partners, LLC 1.71% Reduce -0.1% 21,746 $7.1M
Kingswood Wealth Advisors, LLC 0.43% Reduce -2.4% 21,716 $7.1M
Moloney Securities Asset Management, LLC 0.85% Reduce -50.4% 21,697 $7.1M
Plan Group Financial, LLC 1.91% Add +5.1% 21,666 $7.1M
Accredited Investors Inc. 0.39% Reduce -29.2% 21,562 $7.1M
Forum Financial Management, LP 0.10% Add +0.6% 21,431 $7.0M
Capital Investment Advisors, LLC 0.12% Add +2.3% 21,413 $7.0M
Earned Wealth Advisors, LLC 1.16% Reduce -12.2% 21,374 $7.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.41% Reduce -40.0% 21,369 $7.0M
Guyasuta Investment Advisors Inc. 0.40% Reduce -8.1% 21,323 $7.0M
PDS Planning, Inc 0.48% Add +0.2% 21,318 $7.0M
Pitcairn Co. 0.55% Reduce -14.1% 21,177 $6.9M
Mitchell Sinkler & Starr 3.12% Reduce -0.3% 21,150 $6.9M
Human Investing LLC 1.02% Reduce -2.7% 21,064 $6.9M
Level Financial Advisors 1.95% Reduce -1.5% 21,036 $6.9M
Auto-Owners Insurance Co 0.18% No change 21,000 $6.9M
MassMutual Private Wealth & Trust, FSB 0.18% Reduce -5.9% 20,996 $6.9M
Spire Wealth Management 0.23% Reduce -1.0% 20,902 $6.9M
Sand Hill Global Advisors, LLC 0.24% Reduce -11.9% 20,878 $6.9M
Strategic Point Investment Advisors, LLC 0.98% Reduce -2.3% 20,844 $6.8M
Insigneo Advisory Services, LLC 0.48% Add +22.4% 20,820 $6.8M
Apollon Financial, LLC 1.13% Reduce -0.4% 20,622 $6.8M
Cambria Investment Management, L.P. 0.41% Add +57.6% 20,594 $6.8M
Empowered Funds, LLC 0.07% Reduce -39.8% 20,594 $6.8M
Hudson Value Partners, LLC 2.12% Add +16.1% 20,585 $6.8M
Integral Investment Advisors, Inc. 1.82% Reduce -2.8% 20,548 $6.7M
Astra Wealth Partners LLC 4.67% No change 20,455 $6.7M
Sowell Financial Services LLC 0.26% Add +2.9% 20,427 $6.7M
Midland Wealth Advisors, LLC 0.36% Reduce -1.0% 20,385 $6.7M
Montis Financial, LLC 1.53% Reduce -0.1% 20,244 $6.6M
CBIZ Investment Advisory Services, LLC 0.26% Reduce -16.7% 20,097 $6.6M
Cutler Investment Counsel LLC 0.69% Reduce -1.2% 20,087 $6.6M
Guardian Wealth Advisors, LLC / NC 0.43% Reduce -3.6% 20,096 $6.6M
SilverOak Wealth Management LLC 1.11% Add +2.2% 20,076 $6.6M
Boston Trust Walden Corp 0.05% No change 20,023 $6.6M
Wimmer Associates 1, LLC 3.16% No change 20,020 $6.6M
BancFirst Trust & Investment Management 2.50% Add +88.3% 20,022 $6.5M
Snowden Capital Advisors LLC 0.18% Reduce -8.5% 19,897 $6.5M
Tarbox Family Office, Inc. 0.96% Add +5.7% 19,950 $6.5M
Harrell Investment Partners, LLC 1.54% Reduce -1.4% 19,824 $6.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -7.1% 19,636 $6.5M
Atlantic Union Bankshares Corp 0.12% Add +9.1% 19,777 $6.5M
Rehmann Capital Advisory Group 0.35% Reduce -0.3% 19,677 $6.5M
Westmount Partners, LLC 1.67% Reduce -0.9% 19,580 $6.4M
Guerra Advisors Inc 2.38% New 19,635 $6.4M
West Paces Advisors Inc. 1.28% Add +0.3% 19,557 $6.4M
Crestwood Advisors Group, LLC 0.11% Add +7.6% 19,533 $6.4M
UMB Bank, n.a. 0.09% Reduce -2.3% 19,489 $6.4M
Syntegra Private Wealth Group, LLC 0.60% No change 19,484 $6.4M
IMA Advisory Services, Inc. 0.64% Add +0.3% 19,444 $6.4M
Sagespring Wealth Partners, LLC 0.12% Reduce -0.5% 59,008 $6.4M
Blume Capital Management, Inc. 1.22% Add +0.2% 19,360 $6.4M
Gilbert & Cook, Inc. 0.82% Reduce -1.2% 19,356 $6.4M
Plante Moran Financial Advisors, LLC 0.40% Reduce -0.7% 19,352 $6.4M
ACT Advisors, LLC. 2.56% Reduce -8.3% 19,293 $6.3M
Apex Wealth Management, LLC 4.52% Add +10.7% 19,273 $6.3M
Wealthstream Advisors, Inc. 0.96% Add +0.0% 19,267 $6.3M
CVFG LLC 4.53% Reduce -1.3% 19,122 $6.3M
Advocate Group LLC 1.03% Reduce -0.5% 19,070 $6.3M
Wind River Trust Co 2.31% No change 19,027 $6.2M
Martin Capital Advisors, LLP 3.76% Reduce -2.0% 18,997 $6.2M
Greenspring Advisors, LLC 1.10% — 18,985 $6.2M
Nations Financial Group Inc, /Ia/ 0.39% Reduce -1.6% 18,960 $6.2M
Hurlow Wealth Management Group, Inc. 1.61% Add +0.5% 18,955 $6.2M
NorthCrest Asset Manangement, LLC 0.15% Add +2.7% 18,827 $6.2M
Trek Financial, LLC 0.37% Add +2.1% 18,851 $6.2M
Wealth Architects, LLC 0.58% Add +0.4% 18,824 $6.2M
Summit Investment Advisory Services, LLC 2.45% Add +0.1% 18,729 $6.1M
Thrive Wealth Management, LLC 0.93% Add +1.4% 18,729 $6.1M
Selective Wealth Management, Inc. 1.98% Add +16.6% 18,645 $6.1M
Naples Global Advisors, LLC 0.48% Reduce -0.1% 18,582 $6.1M
Mayflower Financial Advisors, LLC 0.77% Reduce -3.7% 18,619 $6.1M
Evergreen Capital Management LLC 0.14% Add +0.1% 18,400 $6.1M
Successful Portfolios LLC 3.53% Add +3.9% 18,430 $6.0M
Arista Wealth Management, LLC 0.75% Reduce -1.9% 18,340 $6.0M
Durante & Waters, LLC 4.41% Add +1.0% 18,278 $6.0M
Neuberger Berman Group LLC 0.00% Add +31.4% 18,269 $6.0M
Partners Capital Investment Group, LLP 0.24% Add +0.3% 18,267 $6.0M
Evercore Wealth Management, LLC 0.09% No change 18,244 $6.0M
Berger Financial Group, Inc 0.36% Reduce -1.2% 18,228 $6.0M
Trevian Wealth Management LLC 3.20% Add +0.3% 18,166 $6.0M
DT Investment Partners, LLC 0.50% Reduce -3.0% 18,148 $6.0M
Arete Wealth Advisors, LLC 0.37% Add +14.0% 18,104 $6.0M
Arbor Wealth Advisors LLC 4.44% Reduce -0.4% 18,140 $6.0M
Washington Trust Bank 0.43% Reduce -17.4% 18,068 $5.9M
Marquette Associates, Inc. 7.11% Reduce -14.8% 17,997 $5.9M
Howland Capital Management LLC 0.22% Add +1.7% 17,797 $5.9M
Traveka Wealth, LLC 2.61% Reduce -0.3% 17,809 $5.8M
Moody LYNN Lieberson & Walker, LLC 0.31% Add +0.3% 17,732 $5.8M
Integrity Alliance, Llc. 0.27% Add +18.2% 17,713 $5.8M
Optima Capital LLC 2.82% Reduce -7.0% 17,667 $5.8M
R. W. Roge & Company, Inc. 2.97% Reduce -1.2% 17,630 $5.8M
Flagship Private Wealth, LLC 2.32% Reduce -1.0% 17,622 $5.8M
Elite Financial, Inc. 2.63% Add +18.6% 17,154 $5.7M
Bogart Wealth, LLC 0.23% Add +0.7% 17,499 $5.7M
Peak Retirement Planning, Inc. 1.62% Add +28.3% 17,480 $5.7M
Lakeside Advisors, INC. 3.63% No change 17,473 $5.7M
Abundance Wealth Counselors 0.98% Reduce -7.0% 17,426 $5.7M
Perennial Advisors, LLC 0.99% Add +0.2% 17,416 $5.7M
Studio Investment Management LLC 1.08% Add +4.1% 17,363 $5.7M
Moisand Fitzgerald Tamayo, LLC 0.67% Reduce -1.6% 17,364 $5.7M
Prospect Financial Group LLC 5.56% Reduce -0.3% 17,332 $5.7M
Prodigy Asset Management LLC 2.57% Add +5.4% 17,327 $5.7M
Cannell & Spears LLC 0.11% Add +3.7% 17,325 $5.7M
Riverview Capital Advisers, LLC 1.64% Reduce -2.1% 17,295 $5.7M
Rockwood Wealth Management, LLC 0.45% Add +0.3% 17,172 $5.6M
EdgeRock Capital LLC 1.57% Add +0.6% 17,169 $5.6M
Capital Advisors Wealth Management, LLC 0.80% Add +3.7% 17,154 $5.6M
Fiduciary Alliance LLC 0.38% Add +32.6% 17,126 $5.6M
Legacy Advisors, LLC 0.69% — 16,975 $5.6M
FAS Wealth Partners, Inc. 0.38% Reduce -2.3% 17,021 $5.6M
Meritage Portfolio Management 0.37% No change 17,009 $5.6M
Peapack Gladstone Financial Corp. 0.07% Add +72.3% 16,997 $5.6M
Rockingstone Advisors LLC 2.75% Reduce -5.9% 16,995 $5.6M
BTC Capital Management, Inc. 0.38% No change 16,958 $5.6M
Wescott Financial Advisory Group, LLC 0.50% Add +2.6% 16,909 $5.5M
American Financial Advisors, LLC 0.71% Reduce -3.5% 16,862 $5.5M
Serenus Wealth Advisors, LLC 0.94% Add +11.7% 25,687 $5.5M
NRI Wealth Management LC 2.95% Reduce -39.7% 16,823 $5.5M
Kaydan Wealth Management, Inc. 1.58% Reduce -3.3% 16,811 $5.5M
Kohmann Bosshard Financial Services, LLC 0.57% Reduce -4.5% 16,804 $5.5M
Coyle Financial Counsel LLC 1.26% Reduce -0.3% 16,716 $5.5M
Quartz Partners, LLC 1.99% Add +0.1% 16,709 $5.5M
West Financial Advisors, LLC 0.91% Reduce -0.7% 16,685 $5.5M
Trademark Financial Management, LLC 3.18% Add +0.2% 16,656 $5.5M
Intrua Financial, LLC 0.64% Add +7.9% 16,636 $5.5M
Fort Henry Capital, LLC 3.46% Add +1.8% 16,617 $5.5M
PKS Advisory Services, LLC 1.27% Reduce -0.1% 16,590 $5.4M
Five Pine Wealth Management 3.67% Add +2.0% 16,528 $5.4M
BOK Financial Private Wealth, Inc. 0.34% Reduce -11.7% 16,465 $5.4M
Friday Financial 2.26% Add +0.9% 16,467 $5.4M
Charis Legacy Partners, LLC 8.06% Reduce -5.9% 16,457 $5.4M
Fort Point Capital Partners LLC 0.69% Reduce -1.5% 16,403 $5.4M
Tritonpoint Wealth, LLC 0.46% Reduce -0.1% 16,341 $5.4M
Marex Group Ltd 0.07% New 16,366 $5.4M
Lion Street Advisors, LLC 1.86% Add +92.7% 22,634 $5.4M
ARK & TLK Investments, LLC 1.70% Reduce -22.1% 16,299 $5.3M
Mitchell McLeod Pugh & Williams Inc. 0.86% Add +2.4% 15,806 $5.3M
Legacy Financial Advisors, Inc. 0.73% Reduce -2.4% 16,238 $5.3M
Strategic Financial Planning, Inc. 3.09% Reduce -0.5% 16,236 $5.3M
Strid Group, LLC 0.68% Reduce -0.5% 16,210 $5.3M
Gitterman Wealth Management, LLC 1.22% Reduce -4.3% 16,194 $5.3M
Gries Financial LLC 0.84% Reduce -0.1% 16,162 $5.3M
Autumn Glory Partners, LLC 2.17% Add +51.5% 16,120 $5.3M
Dynasty Wealth Management, LLC 0.07% Reduce -85.1% 16,112 $5.3M
Hilltop Holdings Inc. 0.28% Add +14.9% 16,034 $5.3M
Innealta Capital, LLC 2.63% Add +6.1% 16,028 $5.3M
Csenge Advisory Group 0.25% Reduce -10.8% 16,002 $5.3M
American Trust 0.44% Add +1.8% 15,927 $5.2M
Harbor Asset Planning, Inc. 4.67% Add +0.0% 15,894 $5.2M
WoodTrust Financial Corp 0.62% New 15,852 $5.2M
Claro Advisors Inc. 0.76% Add +0.9% 15,825 $5.2M
Whittier Trust Co. 0.06% Add +0.0% 15,676 $5.2M
Midwestern Financial, LLC 4.44% Add +2.7% 15,758 $5.2M
Faithward Advisors, LLC 0.77% Add +1.1% 15,753 $5.2M
First Manhattan Co. Llc. 0.01% Add +16.5% 15,705 $5.2M
City Holding Co. 0.65% Reduce -3.0% 15,735 $5.2M
Hanson & Doremus Investment Management 0.65% Add +2.1% 15,727 $5.2M
Marino, Stram & Associates LLC 0.93% Add +5.5% 15,672 $5.1M
JFG Wealth Management, LLC 1.01% Reduce -1.0% 15,668 $5.1M
SeaCrest Wealth Management, LLC 0.54% Reduce -5.4% 15,486 $5.1M
Rf&l Wealth Management, LLC 3.01% Add +0.2% 15,650 $5.1M
Quarry Hill Advisors, LLC 2.63% Reduce -5.2% 15,643 $5.1M
Verum Partners LLC 1.09% Reduce -3.0% 15,598 $5.1M
Larson Financial Group LLC 0.18% Add +5.4% 15,589 $5.1M
Lokken Investment Group LLC 1.76% Add +2.4% 15,578 $5.1M
Flagstar Securities, Inc. 1.55% Reduce -2.5% 15,435 $5.1M
Providence First Trust Co 1.76% Reduce -23.3% 15,458 $5.1M
Founders Financial Securities LLC 0.34% Reduce -11.1% 15,436 $5.1M
First National Advisers, LLC 0.69% Reduce -4.5% 15,434 $5.1M
Lam Group, Inc. 3.11% Reduce -3.8% 15,307 $5.0M
Decker Retirement Planning Inc. 2.76% Add +27.9% 15,281 $5.0M
Vicus Capital 0.38% Reduce -2.3% 15,214 $5.0M
Diversified Enterprises, LLC 0.34% Reduce -2.5% 15,210 $5.0M
Bluestem Financial Advisors, LLC 1.95% Reduce -0.3% 15,199 $5.0M
Traynor Capital Management, Inc. 0.29% Add +34.6% 15,186 $5.0M
Security National Bank 0.76% Add +42.6% 15,174 $5.0M
Richmond Investment Services, LLC 0.92% Reduce -7.8% 15,123 $5.0M
Valley Financial Group, Inc. 2.81% Reduce -2.4% 15,116 $5.0M
High Net Worth Advisory Group LLC 1.19% Add +17.6% 15,074 $4.9M
NavPoint Financial, Inc. 2.59% Reduce -0.3% 15,072 $4.9M
Keener Financial Planning LLC 2.29% No change 15,044 $4.9M
Ashton Thomas Private Wealth, LLC 0.13% Add +15.3% 14,988 $4.9M
Pps&v Asset Management Consultants, Inc. 2.84% Reduce -2.3% 15,010 $4.9M
United Bank 0.59% Reduce -6.3% 15,000 $4.9M
Acorn Wealth Advisors, LLC 1.54% Add +8.7% 14,988 $4.9M
WealthBridge Capital Management, LLC 1.15% Add +0.0% 14,983 $4.9M
D.B. Root & Company, LLC 1.24% Reduce -6.3% 14,922 $4.9M
Foresight Capital Management Advisors, Inc. 2.75% Reduce -2.2% 14,854 $4.9M
Shakespeare Wealth Management, LLC 1.11% No change 14,810 $4.9M
Tred Avon Family Wealth, LLC 1.67% — 14,771 $4.8M
Iron Gate Global Advisors LLC 0.50% Reduce -0.8% 14,768 $4.8M
BNC Wealth Management, LLC 1.22% Add +1.8% 14,751 $4.8M
Nicolet Bankshares Inc. 0.78% Add +6.3% 14,739 $4.8M
Fingerlakes Wealth Management, Inc. 3.15% Reduce -0.5% 14,720 $4.8M
Bright Financial Advisors, Inc. 2.36% Reduce -1.7% 14,713 $4.8M
Fifth Third Wealth Advisors LLC 0.18% Reduce -1.2% 14,654 $4.8M
Rothschild Investment LLC 0.27% No change 14,641 $4.8M
Blue Edge Capital, LLC 0.68% Add +0.3% 14,603 $4.8M
DKM Wealth Management, Inc. 3.83% No change 14,542 $4.8M
Tandem Investment Partners LLC 3.92% Reduce -4.0% 14,522 $4.8M
Councilmark Asset Management, LLC 2.72% Reduce -0.1% 14,470 $4.7M
Kendall Capital Management 1.07% Reduce -0.3% 14,457 $4.7M
Gerber, LLC 2.98% Add +1.1% 14,442 $4.7M
Stonebridge Financial Group, LLC 0.42% Reduce -1.0% 14,431 $4.7M
Crewe Advisors LLC 0.45% Add +10.4% 14,418 $4.7M
Milestone Investment Advisors LLC 1.17% Add +3.6% 14,393 $4.7M
Palisade Asset Management, LLC 0.44% Reduce -3.6% 14,380 $4.7M
Private Wealth Partners, LLC 0.34% Reduce -2.7% 14,350 $4.7M
United Services Automobile Association 0.33% Reduce -17.3% 14,323 $4.7M
Blueprint Investment Partners LLC 0.66% Add +6.0% 14,318 $4.7M
Caldwell Trust Co 0.44% Add +1.4% 14,306 $4.7M
Advisors Capital Management, LLC 0.06% Add +8.8% 14,263 $4.7M
Narus Financial Partners, LLC 1.28% Add +1.1% 14,255 $4.7M
First Citizens Financial Corp 2.31% Add +8.4% 14,248 $4.7M
Guidance Capital, Inc. 1.22% Add +4.7% 13,975 $4.7M
Legal Advantage Investments, Inc. 2.10% No change 14,199 $4.7M
LRI Investments, LLC 0.38% Add +0.0% 14,164 $4.6M
DBK Financial Counsel, LLC 3.90% Reduce -0.1% 14,134 $4.6M
Cornerstone Advisors Asset Management, LLC 0.81% Add +229.2% 14,121 $4.6M
Aries Wealth Management 1.10% Add +0.5% 14,114 $4.6M
O'ROURKE & COMPANY, Inc 1.93% Add +0.4% 14,088 $4.6M
Francis Financial, Inc. 0.82% Add +4.0% 14,035 $4.6M
Moors & Cabot, Inc. 0.20% Add +10.0% 14,037 $4.6M
Smartleaf Asset Management LLC 0.28% Add +19.8% 14,028 $4.6M
Smith Salley Wealth Management 0.24% No change 13,977 $4.6M
First National Bank of Mount Dora, Trust Investment Services 1.01% Add +4.5% 13,955 $4.6M
BNP Paribas Financial Markets 0.00% Add +166.3% 13,928 $4.6M
Kensington Asset Management, LLC 0.27% New 13,900 $4.6M
Long Run Wealth Advisors, LLC 0.89% Reduce -0.5% 13,890 $4.6M
Meridian Wealth Partners, LLC 0.63% No change 13,855 $4.5M
Single Point Partners, LLC 0.92% Reduce -1.8% 13,841 $4.5M
Old Mission Capital LLC 0.16% Add +301.8% 13,819 $4.5M
Clifford Swan Investment Counsel LLC 0.15% Add +2.5% 13,805 $4.5M
Values Added Financial LLC 2.01% Reduce -1.6% 13,759 $4.5M
Fulton Bank, N.A. 0.16% Add +1.1% 13,752 $4.5M
R.H. Investment Group, LLC 3.92% Reduce -14.5% 13,746 $4.5M
CogentBlue Wealth Advisors, LLC 3.06% Reduce -11.2% 13,688 $4.5M
CIBC Asset Management Inc 0.01% Add +0.1% 13,684 $4.5M
Cherry Tree Wealth Management, LLC 0.99% Add +6.4% 13,682 $4.5M
Hills Bank & Trust Co 0.26% Reduce -3.6% 13,649 $4.5M
Sylvest Advisors, LLC 2.41% Reduce -3.6% 13,645 $4.5M
Bear Mountain Capital, Inc. 1.50% Add +0.0% 13,531 $4.5M
First National Bank of Omaha 0.28% Add +0.3% 13,636 $4.5M
Encompass More Asset Management 0.86% Add +171.9% 13,589 $4.5M
626 Financial, LLC 1.96% Add +8.3% 13,537 $4.4M
Sentry LLC 1.10% No change 13,512 $4.4M
Indiana Trust & Investment Management Co 1.35% Reduce -4.5% 13,494 $4.4M
Pinnacle Financial Group, LLC / IL 1.33% Add +0.3% 13,423 $4.4M
Biltmore Family Office, LLC 0.63% No change 13,367 $4.4M
Consolidated Portfolio Review Corp 0.55% Add +1.9% 13,354 $4.4M
White Lighthouse Investment Management Inc. 0.67% Reduce -0.8% 13,374 $4.4M
Lantern Wealth Advisors, LLC 2.30% Add +2.0% 13,370 $4.4M
Pegasus Asset Management, Inc. 1.41% Add +3.2% 13,362 $4.4M
Woodside Wealth Management LLC 3.45% Add +0.2% 13,332 $4.4M
Avant Capital LLC 3.08% Reduce -1.0% 13,322 $4.4M
Cynosure Group, LLC 0.47% Reduce -2.5% 13,278 $4.4M
TruNorth Capital Management, LLC 0.86% Reduce -0.6% 13,234 $4.3M
James J. Burns & Company, LLC 0.65% Reduce -12.3% 13,233 $4.3M
Anderson Hoagland & Co. 0.39% Reduce -0.5% 13,216 $4.3M
IMS Capital Management 2.00% Reduce -2.1% 13,204 $4.3M
SouthState Bank Corp 0.20% Reduce -8.9% 13,201 $4.3M
Bryn Mawr Trust Advisors, LLC 0.21% Add +0.6% 13,183 $4.3M
Forza Wealth Management, LLC 1.66% Reduce -7.2% 13,172 $4.3M
Strategies Wealth Advisors, LLC 0.45% Reduce -7.9% 13,153 $4.3M
Clear Creek Financial Management, LLC 0.37% Add +1.1% 13,126 $4.3M
Letson Investment Management, Inc. 1.55% No change 13,125 $4.3M
Brown Miller Wealth Management, LLC 1.22% Add +4.7% 13,116 $4.3M
Money Concepts Capital Corp. 0.27% Add +17.3% 13,109 $4.3M
Silvercrest Asset Management Group LLC 0.03% No change 13,091 $4.3M
Twin Lakes Capital Management, LLC 1.99% Add +0.3% 13,087 $4.3M
First Citizens Bank & Trust Co. 0.09% Add +7.5% 13,076 $4.3M
Coordinated Financial Services, Inc. 2.79% Reduce -1.5% 13,073 $4.3M
GTS Securities LLC 0.16% Reduce -21.9% 13,040 $4.3M
Washington Trust Advisors, Inc. 0.33% Reduce -2.0% 13,038 $4.3M
Investment Advisory Group, LLC 1.16% Add +1.1% 12,945 $4.2M
Journey Strategic Wealth LLC 0.12% Reduce -16.2% 12,902 $4.2M
Fonville Wealth Management LLC 0.95% Add +40.3% 12,888 $4.2M
Embree Financial Group 0.57% Reduce -1.3% 12,869 $4.2M
Red Door Wealth Management, LLC 0.45% Reduce -0.1% 12,853 $4.2M
Keel Point, LLC 0.26% Add +0.1% 12,845 $4.2M
Tandem Wealth Advisors LLC 2.00% Reduce -6.6% 12,796 $4.2M
National Wealth Management Group, LLC 1.58% Add +13.3% 12,784 $4.2M
Cantor Fitzgerald Investment Advisors L.P. 0.28% Reduce -7.8% 12,774 $4.2M
Sage Financial Group Inc. 0.28% Reduce -30.0% 12,748 $4.2M
Mattern Wealth Management LLC 0.83% No change 12,737 $4.2M
Spinnaker Investment Group, LLC 0.78% Add +103.5% 12,720 $4.2M
Aegis Wealth Management LLC 2.23% Reduce -20.5% 12,705 $4.2M
Atlas Legacy Advisors, LLC 0.80% Add +4.9% 12,695 $4.2M
Exchange Bank 2.88% Add +0.1% 12,665 $4.2M
QRG Capital Management, Inc. 0.05% Reduce -42.1% 12,613 $4.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.87% Reduce -0.0% 12,591 $4.1M
Hardin Capital Partners, LLC 2.19% Add +2.9% 12,461 $4.1M
TFB Advisors LLC 1.19% Reduce -2.1% 12,479 $4.1M
Whittier Trust Co. of Nevada Inc. 0.09% Add +0.3% 12,335 $4.1M
Capital Insight Partners, LLC 0.67% Reduce -1.8% 12,399 $4.1M
Roehl & Yi Investment Advisors, LLC 1.77% Add +2.2% 39,494 $4.1M
Boston Research & Management Inc. 0.90% No change 12,380 $4.1M
Aurdan Capital Management, LLC 1.29% Add +1078.8% 12,366 $4.1M
Sequent Planning LLC 1.15% Reduce -66.8% 12,363 $4.1M
Financial Advocates Investment Management 2.28% Reduce -87.0% 12,358 $4.1M
Financial Strategies Group, Inc. 0.77% Reduce -0.5% 12,055 $4.0M
Summit Global Investments 0.24% Add +26.6% 12,334 $4.0M
Hendershot Investments Inc. 0.51% Add +0.2% 12,324 $4.0M
Charter Oak Capital Management, LLC 0.32% Reduce -1.8% 12,310 $4.0M
Treasure Coast Financial Planning 2.25% Reduce -0.4% 12,305 $4.0M
Hohimer Wealth Management, LLC 0.57% Reduce -0.2% 12,289 $4.0M
Fiduciary Group, LLC 0.35% Reduce -3.9% 12,286 $4.0M
Drive Wealth Management, LLC 0.85% Reduce -0.2% 12,234 $4.0M
Hoese & Co LLP 3.06% No change 12,206 $4.0M
Voya Financial Advisors, Inc. 0.39% Add +9.3% 12,233 $4.0M
Delphi Financial Group, Inc. 2.29% New 12,182 $4.0M
Geometric Wealth Advisors 0.53% Add +0.4% 12,169 $4.0M
Mad River Investors 1.70% No change 12,122 $4.0M
DMKC Advisory Services, LLC 2.02% Add +2.0% 12,118 $4.0M
Stonegate Investment Group, LLC 0.09% Add +0.2% 12,058 $4.0M
Fairway Wealth LLC 1.10% Add +14.3% 11,996 $3.9M
Qube Research & Technologies Ltd 0.01% Add +218.2% 11,975 $3.9M
Quadcap Wealth Management, LLC 0.46% Reduce -6.5% 11,967 $3.9M
Acropolis Investment Management, LLC 0.20% Add +98.4% 12,873 $3.9M
Bridgewealth Advisory Group, LLC 0.91% Reduce -0.2% 11,915 $3.9M
SC&H Financial Advisors, Inc. 0.64% Reduce -3.8% 11,872 $3.9M
J Hagan Capital, Inc. 2.36% Add +15.0% 11,867 $3.9M
Compass Capital Corp. /Ma/ 1.70% Reduce -6.2% 11,643 $3.9M
Certified Advisory Corp 0.37% Add +4.0% 11,836 $3.9M
Factorial Partners, LLC 2.67% Add +963.1% 11,800 $3.9M
Tyche Wealth Partners LLC 0.68% Reduce -3.5% 11,794 $3.9M
PBMares Wealth Management LLC 0.63% Add +4.3% 11,793 $3.9M
Blueprint Financial Advisors LLC 0.84% Reduce -6.0% 11,792 $3.9M
Pettyjohn, Wood & White, Inc. 0.64% No change 11,783 $3.9M
Quadrant Private Wealth Management, LLC 0.71% Reduce -1.3% 11,745 $3.9M
Cullen/Frost Bankers, Inc. 0.04% Add +43.4% 11,762 $3.9M
NDVR, Inc. 3.21% Add +145.8% 11,741 $3.9M
HBW Advisory Services LLC 0.43% Reduce -5.5% 11,737 $3.9M
Madrona Financial Services, LLC 0.85% Add +0.4% 11,700 $3.8M
DecisionPoint Financial, LLC 0.90% Add +23.4% 11,659 $3.8M
BCS Wealth Management 0.86% Reduce -4.0% 11,692 $3.8M
American Institute for Advanced Investment Management, LLP 2.51% Reduce -0.2% 11,658 $3.8M
Cadence Bank 0.23% Add +3.0% 11,654 $3.8M
Carl P. Sherr & Co., LLC 1.81% Reduce -0.1% 11,652 $3.8M
Boyum Wealth Architects LLC 2.35% Reduce -3.6% 11,623 $3.8M
MCF Advisors LLC 0.23% Add +0.0% 11,575 $3.8M
Signal Tree Financial Partners LLC 3.01% Add +1.8% 11,547 $3.8M
Beaumont Financial Advisors, LLC 0.25% Reduce -0.6% 11,558 $3.8M
Peirce Capital Management, LLC 1.57% Add +0.1% 11,543 $3.8M
Gallacher Capital Management LLC 1.50% Add +1.6% 11,536 $3.8M
Compass Planning Associates Inc 3.47% Reduce -41.6% 11,533 $3.8M
JNBA Financial Advisors 0.34% Add +0.0% 11,517 $3.8M
Kwmg, LLC 0.33% Add +1.5% 11,493 $3.8M
Ascent Group, LLC 0.13% Add +31.5% 11,484 $3.8M
Soltis Investment Advisors LLC 0.26% Add +3.3% 11,444 $3.8M
Mayfair Advisory Group, LLC 1.61% Reduce -0.1% 11,437 $3.8M
HC Advisors, LLC 2.63% Reduce -5.8% 11,415 $3.7M
Davis Capital Management 2.60% — 11,410 $3.7M
SOL Capital Management CO 0.33% Reduce -26.8% 11,369 $3.7M
Aprio Wealth Management, LLC 0.37% Add +314.4% 11,367 $3.7M
Avalon Trust Co 0.24% Reduce -8.2% 11,322 $3.7M
Everstar Asset Management, LLC 2.10% Reduce -1.8% 11,308 $3.7M
Yoder Wealth Management, Inc. 1.75% Reduce -1.0% 11,292 $3.7M
Bragg Financial Advisors, Inc 0.12% Reduce -1.6% 11,278 $3.7M
Pinnacle Bancorp, Inc. 1.09% Add +1.2% 11,270 $3.7M
Professional Advisory Services Inc. 0.44% No change 11,260 $3.7M
Miller Investment Management, LP 0.37% No change 11,232 $3.7M
Canvas Wealth Advisors, LLC 0.67% Add +12.4% 11,145 $3.7M
Victory Financial Group, LLC 0.51% Reduce -8.7% 11,205 $3.7M
Madden Advisory Services, Inc. 1.54% Reduce -2.2% 11,195 $3.7M
ALM First Financial Advisors, LLC 0.74% No change 14,000 $3.7M
Walkner Condon Financial Advisors LLC 0.58% Add +0.0% 11,174 $3.7M
BLB&B Advisors, LLC 0.16% Reduce -10.3% 11,110 $3.6M
Nikulski Financial, Inc. 0.92% Reduce -12.0% 11,100 $3.6M
PCA Investment Advisory Services Inc. 1.34% Reduce -0.3% 11,066 $3.6M
Beam Wealth Advisors, Inc. 0.99% Add +0.1% 11,041 $3.6M
Cascade Investment Advisors, Inc. 2.19% Add +2.8% 11,038 $3.6M
Lumbard & Kellner, LLC 1.33% No change 11,020 $3.6M
Russell Investments Group, Ltd. 0.00% Add +52.6% 11,005 $3.6M
Nicholson Wealth Management Group, LLC 2.11% No change 10,994 $3.6M
American Wealth Advisors, LLC 3.56% — 10,955 $3.6M
Lazari Capital Management, Inc. 1.22% Reduce -10.9% 10,944 $3.6M
Aurelius Family Office LLC 1.60% No change 10,935 $3.6M
Howard Financial Services, LTD. 0.44% Add +0.2% 10,909 $3.6M
Renasant Bank 2.27% No change 10,907 $3.6M
Creekside Partners 1.58% Reduce -2.3% 10,902 $3.6M
Novak & Powell Financial Services, Inc. 1.88% Add +47.8% 10,884 $3.6M
United Community Bank 1.10% Add +64.8% 10,871 $3.6M
Avantax Planning Partners, Inc. 0.10% Add +3.3% 10,864 $3.6M
GWN Securities Inc. 0.83% Reduce -37.0% 10,767 $3.6M
Lakewood Asset Management LLC 2.15% Add +0.2% 10,848 $3.6M
Nicolet Advisory Services, LLC 0.28% Add +3.2% 10,785 $3.6M
YHB Investment Advisors, Inc. 0.26% Reduce -2.8% 10,812 $3.5M
Matauro, LLC 0.56% Add +4.9% 10,793 $3.5M
Grove Bank & Trust 0.41% Reduce -0.2% 10,753 $3.5M
Barton Investment Management 0.36% Reduce -2.7% 10,752 $3.5M
Kiley Juergens Wealth Management, LLC 0.78% Reduce -11.8% 10,739 $3.5M
Catalyst Financial Partners LLC 0.42% Reduce -0.2% 10,718 $3.5M
Mission Creek Capital Partners, Inc. 0.69% Add +0.1% 10,678 $3.5M
Altura Wealth Advisors Inc. 1.67% Add +1.3% 10,672 $3.5M
FF Advisors,LLC 1.67% Reduce -1.3% 10,671 $3.5M
Heritage Financial Services, LLC 0.31% Reduce -12.0% 10,658 $3.5M
Waterloo Capital, L.P. 0.26% Add +0.9% 10,653 $3.5M
Lodestone Wealth Management LLC 1.57% Reduce -0.2% 10,635 $3.5M
Bare Financial Services, Inc 1.04% Reduce -1.4% 10,628 $3.5M
Bridge Generations Wealth Management LLC 2.32% Add +2.5% 10,626 $3.5M
Anchor Investment Management, LLC 0.29% Reduce -0.1% 10,613 $3.5M
WNY Asset Management, LLC 0.34% Add +20.8% 10,611 $3.5M
Luminist Capital LLC 3.05% Reduce -3.2% 10,558 $3.5M
Synergy Investment Management, LLC 1.33% Reduce -4.8% 10,592 $3.5M
Christensen, King & Associates Investment Services, Inc. 1.49% Reduce -4.2% 10,587 $3.5M
Mainsail Asset Management, LLC 1.52% Reduce -5.1% 10,571 $3.5M
Ledyard National Bank 0.31% Reduce -3.4% 10,544 $3.5M
New Republic Capital, LLC 1.06% Reduce -0.8% 10,480 $3.4M
Nvwm, LLC 0.77% Add +1.9% 10,467 $3.4M
PGIM Custom Harvest LLC 0.05% Add +34.1% 10,464 $3.4M
Icon Wealth Advisors, LLC 0.23% Reduce -1.8% 10,401 $3.4M
Gallagher Fiduciary Advisors, LLC 0.13% Reduce -100.0% 10,384 $3.4M
Winch Advisory Services, LLC 0.77% Reduce -0.5% 10,375 $3.4M
SwitchPoint Financial Planning, LLC 2.46% Add +0.1% 10,356 $3.4M
Bedel Financial Consulting, Inc. 0.43% Reduce -2.8% 10,330 $3.4M
Simplicity Wealth,LLC 0.20% Add +0.5% 10,322 $3.4M
Marotta Asset Management 0.64% Reduce -2.7% 10,286 $3.4M
HORAN Wealth, LLC 0.53% New 10,309 $3.4M
Lee Financial Co 0.42% Add +1.3% 10,282 $3.4M
Outfitters Financial LLC 2.73% Reduce -3.2% 10,284 $3.4M
Capital Advisors Inc. 0.06% Add +29.3% 10,283 $3.4M
Sulzberger Capital Advisors, Inc. 3.76% Reduce -3.7% 10,280 $3.4M
Ames National Corp. 2.00% No change 10,269 $3.4M
Aspire Growth Partners LLC 2.46% Add +1.3% 10,268 $3.4M
Arcus Capital Partners, LLC 1.47% Reduce -0.5% 10,213 $3.4M
Novem Group 0.40% Reduce -6.7% 10,122 $3.3M
ORG Partners LLC 0.62% Add +18.9% 10,094 $3.3M
Princeton Global Asset Management LLC 0.55% Add +0.7% 10,079 $3.3M
Strategic Financial Partners, Ltd. 1.51% Reduce -1.8% 10,074 $3.3M
Piedmont Capital Management, LLC 1.74% Reduce -0.3% 10,064 $3.3M
One Charles Private Wealth Services, LLC 0.87% Reduce -0.2% 10,070 $3.3M
Members Trust Co 0.11% Reduce -0.6% 10,062 $3.3M
Berkeley Capital Partners, LLC 0.78% Reduce -0.7% 10,060 $3.3M
Crux Wealth Advisors 1.31% Reduce -0.7% 10,041 $3.3M
Moseley Investment Management Inc. 1.00% Add +10.8% 10,016 $3.3M
HTG Investment Advisors, Inc. 1.10% Add +2.2% 9,972 $3.3M
May Hill Capital, LLC 0.96% Add +329.2% 9,971 $3.3M
Eagle Rock Investment Company, LLC 0.49% Reduce -0.0% 9,910 $3.3M
Archer Investment Corp 0.73% Reduce -0.5% 9,880 $3.2M
Rialto Wealth Management, LLC 0.84% Reduce -6.0% 9,863 $3.2M
Dagco, Inc. 0.81% No change 9,860 $3.2M
Clarendon Private LLC 2.93% Add +0.1% 9,859 $3.2M
Visionary Wealth Advisors 0.15% Reduce -3.2% 9,851 $3.2M
Caitlin John, LLC 2.24% Add +7.1% 9,830 $3.2M
Roof Eidam Maycock Peralta, LLC 0.78% No change 9,826 $3.2M
Allianz Asset Management GmbH 0.00% Add +32.5% 9,780 $3.2M
Tower Wealth Partners, Inc. 1.76% Add +5.3% 9,767 $3.2M
Cornerstone Financial Group, LLC 2.48% Add +10.4% 9,767 $3.2M
LongView Wealth Management 0.87% Add +3.4% 9,751 $3.2M
Advisors Management Group Inc. 0.56% Reduce -3.1% 9,748 $3.2M
RFP Financial Group LLC 1.30% Reduce -1.2% 10,684 $3.2M
Financial Symmetry Inc 1.43% Add +10.9% 9,745 $3.2M
Kennicott Capital Management LLC 1.54% Reduce -2.8% 9,730 $3.2M
Inspire Advisors, LLC 0.31% Add +5.5% 9,726 $3.2M
Meredith Wealth Planning 1.01% Reduce -1.9% 9,724 $3.2M
Kaufman Rossin Wealth, LLC 1.74% Reduce -1.9% 9,673 $3.2M
Sound Income Strategies, LLC 0.17% Reduce -3.7% 9,577 $3.2M
Gradient Investments LLC 0.05% Reduce -3.4% 9,635 $3.2M
Aviance Capital Partners, LLC 0.37% Add +1.1% 9,607 $3.2M
Clark Capital Management Group, Inc. 0.02% Add +32.8% 9,601 $3.2M
Pinion Investment Advisors, LLC 0.86% Reduce -2.3% 9,435 $3.1M
180 Wealth Advisors, LLC 0.38% Reduce -1.2% 9,575 $3.1M
Thompson Investment Management, Inc. 0.42% No change 9,541 $3.1M
Investment Advisory Services Inc. /TX 0.99% Add +1.9% 9,530 $3.1M
Octavia Wealth Advisors, LLC 0.31% Add +52.1% 9,502 $3.1M
Falcon Wealth Planning 0.28% Add +57.0% 9,495 $3.1M
TriaGen Wealth Management LLC 0.81% Reduce -0.2% 9,476 $3.1M
Manchester Capital Management LLC 0.42% Reduce -1.1% 9,475 $3.1M
J. L. Bainbridge & Co., Inc. 0.26% Add +9.9% 9,469 $3.1M
Johnson Bixby & Associates, LLC 0.40% Reduce -0.3% 9,457 $3.1M
Sound Stewardship, LLC 1.49% Reduce -6.3% 9,455 $3.1M
Fortis Advisors, LLC 1.76% Add +866.0% 9,399 $3.1M
S&T Bank 0.87% No change 9,397 $3.1M
Lee, Kelleher & Klein Wealth Management 1.90% Reduce -10.6% 9,386 $3.1M
Leo Wealth, LLC 0.40% Reduce -14.0% 9,368 $3.1M
BOS Asset Management, LLC 0.87% Reduce -2.8% 9,346 $3.1M
Independence Financial Advisors, LLC 0.93% Add +0.3% 9,326 $3.1M
Farmers & Merchants Investments Inc. 0.09% Reduce -0.3% 9,308 $3.1M
One Wealth Management Investment & Advisory Services, LLC 3.54% Add +4.1% 9,291 $3.0M
Fairman Group, LLC 2.46% Add +0.5% 9,263 $3.0M
Centaurus Financial, Inc. 0.14% Add +46.5% 9,284 $3.0M
Daymark Wealth Partners, LLC 0.10% Add +1.2% 9,258 $3.0M
Burns Matteson Capital Management, LLC 1.27% Reduce -3.7% 9,253 $3.0M
Werba Rubin Papier Wealth Management 0.49% Reduce -5.6% 9,240 $3.0M
Covestor Ltd 1.67% Add +4.3% 9,225 $3.0M
Trifecta Capital Advisors, LLC 0.46% Reduce -0.3% 9,208 $3.0M
Strategic Advisors LLC 0.49% Add +24.0% 9,197 $3.0M
Madison Wealth Partners, Inc 0.60% Add +17.2% 9,185 $3.0M
Paladin Advisory Group, LLC 2.34% Reduce -6.2% 9,161 $3.0M
Continental Investors Services, Inc. 4.46% Reduce -0.3% 9,179 $3.0M
Councilor Wealth, LLC 1.39% Reduce -0.6% 9,116 $3.0M
Fee-Only Financial Planning, L.C. 1.75% Reduce -1.6% 9,116 $3.0M
Sellwood Investment Partners LLC 1.19% Add +232.7% 9,106 $3.0M
Jackson, Grant Investment Advisers, Inc. 1.00% Reduce -0.2% 9,093 $3.0M
WPWealth LLP 0.48% Add +0.1% 9,036 $3.0M
Jordan Park Group LLC 0.17% Reduce -1.8% 9,025 $3.0M
Renaissance Technologies 0.00% Reduce -15.1% 9,000 $3.0M
Royal Fund Management, LLC 0.35% Reduce -10.9% 8,962 $2.9M
Fulton Breakefield Broenniman LLC 0.19% Add +3.3% 8,933 $2.9M
EagleClaw Capital Managment, LLC 0.41% No change 8,932 $2.9M
Uptick Partners, LLC 0.77% Add +18.2% 8,927 $2.9M
Tempus Wealth Planning, LLC 0.67% Add +1.4% 8,926 $2.9M
Parkside Financial Bank & Trust 0.23% Reduce -4.3% 8,912 $2.9M
Clayton Financial Group LLC 2.13% Add +330.1% 8,903 $2.9M
Everest Private Wealth 1.85% Add +4.7% 8,865 $2.9M
SkyOak Wealth, LLC 0.55% Add +0.8% 8,862 $2.9M
Silverlake Wealth Management LLC 0.71% Add +5.5% 8,861 $2.9M
Tillman Hartley LLC 0.75% Reduce -1.7% 26,806 $2.9M
Tocqueville Asset Management L.P. 0.04% No change 8,847 $2.9M
Brandywine Oak Private Wealth LLC 0.25% Add +1.4% 8,797 $2.9M
Strategic Wealth Investment Group, LLC 0.24% Add +8038.9% 8,790 $2.9M
Altfest L J & Co. Inc. 0.32% Add +76.4% 8,788 $2.9M
Cedar Mountain Advisors, LLC 0.56% No change 8,767 $2.9M
Avestar Capital, LLC 0.21% Reduce -50.0% 8,737 $2.9M
ICONIQ Capital, LLC 0.04% Add +0.1% 8,722 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -15.3% 8,715 $2.9M
Brio Consultants, LLC 0.39% Reduce -3.3% 8,698 $2.9M
Glass Jacobson Investment Advisors llc 1.03% Add +7.0% 8,643 $2.8M
Clarus Wealth Advisors 1.24% Reduce -5.3% 8,510 $2.8M
Foster Victor Wealth Advisors, LLC 0.17% Add +5.5% 8,507 $2.8M
Centurion Wealth Management LLC 0.64% Add +26.2% 8,550 $2.8M
Fiduciary Counselling Inc. 7.47% Add +31.7% 8,538 $2.8M
Kavar Capital Partners Group, LLC 0.37% Reduce -3.2% 8,537 $2.8M
Jim Saulnier & Associates, LLC 1.56% Add +21.9% 8,523 $2.8M
Fortress Wealth Management, Inc. 1.24% Add +2.6% 8,510 $2.8M
First Command Advisory Services, Inc. 0.02% Reduce -3.2% 8,506 $2.8M
Yeomans Consulting Group, Inc. 0.96% Add +1.4% 8,475 $2.8M
Greenfield Savings Bank 1.18% Add +1.2% 8,501 $2.8M
Alerus Financial NA 0.14% Reduce -0.1% 8,482 $2.8M
McAdam, LLC 0.14% Reduce -4.3% 8,477 $2.8M
Fourth Dimension Wealth, LLC 1.05% Add +4.3% 8,388 $2.8M
TFO Wealth Partners, LLC 0.45% Add +2.5% 8,388 $2.8M
Alpha Omega Wealth Management LLC 0.46% Reduce -6.9% 8,388 $2.8M
Strategic Financial Services, Inc. 0.14% No change 8,366 $2.7M
Dash Acquisitions Inc. 0.54% Add +3.7% 8,124 $2.7M
Eldridge Investment Advisors, Inc. 0.62% No change 8,358 $2.7M
Bank of Stockton 0.78% Add +6.3% 8,327 $2.7M
Accurate Wealth Management, LLC 0.36% Add +9.7% 8,345 $2.7M
CNB Bank 1.14% Add +40.6% 8,307 $2.7M
Sprinkle Financial Consultants LLC 1.51% Add +0.6% 8,268 $2.7M
Mosaic Family Wealth Partners, LLC 0.32% Add +14.5% 8,275 $2.7M
Northeast Financial Group, Inc. 0.67% Reduce -0.2% 8,240 $2.7M
SeaBridge Investment Advisors LLC 0.44% Reduce -31.4% 8,239 $2.7M
Quotient Wealth Partners, LLC 0.07% Add +52.6% 8,215 $2.7M
Tacita Capital Inc 1.63% Reduce -0.9% 8,204 $2.7M
Aquire Wealth Advisors, LLC 0.66% Reduce -0.8% 8,203 $2.7M
Empire Financial Management Company, LLC 0.62% Add +0.1% 8,193 $2.7M
Sfmg, LLC 0.19% Add +9.4% 8,192 $2.7M
Simmons Bank 0.18% Add +0.8% 8,188 $2.7M
Talisman Wealth Advisors LLC 2.22% Add +0.0% 8,181 $2.7M
Yukon Wealth Management, Inc. 0.88% Add +0.0% 8,174 $2.7M
First National Trust Co 0.09% Reduce -2.6% 8,145 $2.7M
Ashton Thomas Securities, LLC 0.37% Reduce -16.9% 8,145 $2.7M
Lunt Capital Management, Inc. 1.02% Add +78.6% 8,134 $2.7M
FinDec Wealth Services, Inc. 2.76% Reduce -5.6% 8,118 $2.7M
Pallas Capital Advisors LLC 0.10% Add +1.4% 8,098 $2.7M
CMG Global Holdings, LLC 1.30% Reduce -1.6% 8,089 $2.7M
Yoffe Investment Management, LLC 3.45% Reduce -9.3% 8,078 $2.7M
Oak Hill Wealth Advisors, LLC 0.50% Reduce -0.6% 8,065 $2.6M
Running Point Capital Advisors, LLC 0.71% Add +0.1% 8,064 $2.6M
Sfm, LLC 1.54% Reduce -0.3% 8,061 $2.6M
Cassaday & Co Wealth Management LLC 0.06% Add +2.4% 8,051 $2.6M
Adirondack Trust Co. 0.88% Add +30.8% 8,034 $2.6M
Comprehensive Money Management Services LLC 1.86% Add +0.1% 8,009 $2.6M
Gateway Investment Advisers LLC 0.03% New 8,000 $2.6M
Orca Investment Management, LLC 2.15% Reduce -1.2% 7,990 $2.6M
L. Roy Papp & Associates, LLP 0.29% Add +0.1% 7,977 $2.6M
Alpha Cubed Investments, LLC 0.09% Reduce -8.7% 7,973 $2.6M
Total Clarity Wealth Management, Inc. 0.69% Reduce -3.7% 7,962 $2.6M
National Bank of Canada 0.00% Reduce -79.1% 7,934 $2.6M
Monument Capital Management 0.65% Add +0.0% 7,922 $2.6M
Wealth Management Strategies, Inc. 1.29% Add +1.5% 7,909 $2.6M
Montag A & Associates Inc. 0.12% Add +0.6% 7,846 $2.6M
Nabity-Jensen Investment Management Inc 1.79% Reduce -3.2% 7,866 $2.6M
McGlone Suttner Wealth Management, Inc. 0.36% Add +0.0% 7,850 $2.6M
NCM Capital Management, LLC 1.00% Reduce -11.4% 7,840 $2.6M
Schaper Benz & Wise Investment Counsel Inc. 0.19% No change 7,832 $2.6M
Elevation Wealth Partners, LLC 0.93% Reduce -0.1% 7,832 $2.6M
Copperleaf Capital, LLC 1.23% Reduce -0.6% 7,819 $2.6M
G2 Capital Management, LLC / Oh 0.65% No change 7,795 $2.6M
S.E.E.D. Planning Group LLC 0.74% No change 7,788 $2.6M
Holland Advisory Services, Inc. 3.51% Reduce -0.9% 7,781 $2.6M
Innova Wealth Partners 1.38% Add +1.6% 7,777 $2.6M
LifeGoal Investments, LLC 2.11% Add +29.6% 7,755 $2.5M
Keb Asset Management, LLC 0.57% Reduce -0.8% 7,728 $2.5M
Austin Wealth Management, LLC 0.40% Add +3.1% 7,673 $2.5M
Bull Street Advisors, LLC 1.18% Add +20.4% 7,688 $2.5M
HCR Wealth Advisors 0.26% Add +10.3% 7,643 $2.5M
Center for Financial Planning, Inc. 0.27% Add +1.3% 7,678 $2.5M
Watershed Private Wealth LLC 0.79% Add +0.7% 7,659 $2.5M
True Wealth Design, LLC 0.77% Add +32.5% 7,646 $2.5M
Oxbow Advisors, LLC 0.24% No change 7,630 $2.5M
Avidian Wealth Enterprises, LLC 0.09% Add +3.8% 7,629 $2.5M
Rodgers & Associates, LTD 0.26% Reduce -1.3% 7,628 $2.5M
Global Assets Advisory, LLC 0.74% Add +9.7% 7,619 $2.5M
Clearstead Trust, LLC 0.43% Reduce -10.2% 7,608 $2.5M
New World Advisors LLC 0.46% Reduce -0.9% 7,601 $2.5M
Cascade Wealth Advisors, Inc 1.23% Reduce -7.3% 7,442 $2.5M
Paragon Private Wealth Management, LLC 0.82% Reduce -11.2% 7,585 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.06% Add +4.3% 7,570 $2.5M
Seed Wealth Management, Inc. 1.71% Reduce -0.7% 7,565 $2.5M
Five Oceans Advisors 0.91% Reduce -10.3% 7,524 $2.5M
Tradition Wealth Management, LLC 0.18% Reduce -0.9% 7,513 $2.5M
Latitude Advisors, LLC 1.12% Reduce -2.6% 7,508 $2.5M
KMG Fiduciary Partners, LLC 0.17% Add +0.3% 7,503 $2.5M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -21.1% 7,500 $2.5M
FNY Investment Advisers, LLC 0.81% New 7,500 $2.5M
PFG Private Wealth Management, LLC 1.10% Add +321.7% 7,490 $2.5M
Integrity Wealth Solutions LLC 1.10% Add +5.0% 7,490 $2.5M
Financial Insights, Inc. 0.81% Add +34.0% 7,480 $2.5M
Wealth Group Ltd 0.57% Add +45.2% 7,480 $2.5M
Baldwin Investment Management, LLC 0.28% Add +0.5% 7,473 $2.5M
Federated Hermes, Inc. 0.00% Add +0.9% 7,470 $2.5M
Kropog Financial Group, LLC 2.00% Add +0.1% 7,453 $2.4M
Curtis Advisory Group, LLC 0.55% Reduce -5.9% 7,435 $2.4M
Koss-Olinger Consulting, LLC 0.20% No change 8,021 $2.4M
Plum Street Advisors, LLC 0.94% Reduce -2.2% 7,420 $2.4M
Trinity Wealth Management, LLC 0.91% Add +9.5% 7,411 $2.4M
Fiduciary Advisors, Inc. 1.96% Add +4.0% 7,386 $2.4M
Cromwell Holdings LLC 1.29% New 7,335 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.3% 7,332 $2.4M
Valtinson Bruner Financial Planning LLC 0.71% Add +1.8% 7,344 $2.4M
Northeast Planning Associates, Inc. / NH / 2.04% No change 7,325 $2.4M
Community Bank, N.A. 0.29% Add +4.8% 7,305 $2.4M
Cahill Financial Advisors Inc. 0.27% Reduce -4.3% 7,305 $2.4M
Austin Private Wealth, LLC 0.18% Reduce -1.3% 7,280 $2.4M
Howard Wealth Management, LLC 1.10% Reduce -1.0% 7,279 $2.4M
Sivia Capital Partners, LLC 0.67% Add +5.4% 7,272 $2.4M
HFG Advisors, Inc. 1.76% Reduce -0.7% 7,253 $2.4M
Tompkins Financial Corp. 0.20% No change 7,238 $2.4M
Tradewinds, LLC. 0.58% New 7,222 $2.4M
Optiver Holding B.V. 0.04% New 7,213 $2.4M
Arbor Investment Advisors, LLC 0.30% Reduce -30.9% 7,208 $2.4M
Stonehaven Wealth & Tax Solutions, LLC 2.19% Add +0.8% 7,208 $2.4M
Gentry Private Wealth, LLC 1.64% Reduce -13.9% 7,191 $2.4M
Willis Johnson & Associates, Inc. 0.15% Reduce -6.1% 7,173 $2.4M
FLC Capital Advisors 0.45% No change 7,149 $2.3M
Pacifica Partners Inc. 0.84% Reduce -0.7% 7,119 $2.3M
Private Advisory Group LLC 0.20% Add +24.9% 7,123 $2.3M
Muirfield Wealth Advisors LLC 1.73% Add +0.8% 7,097 $2.3M
Gemmer Asset Management LLC 0.19% Reduce -3.5% 7,090 $2.3M
Beaumont Asset Management, L.L.C. 1.17% Add +0.7% 7,078 $2.3M
Collaborative Wealth Managment Inc. 0.94% No change 7,070 $2.3M
Intellus Advisors LLC 0.32% Reduce -2.0% 7,055 $2.3M
American Investment Services, Inc. 0.56% Reduce -1.5% 7,055 $2.3M
Howard Bailey Securities, LLC 0.66% Add +0.1% 7,048 $2.3M
Retirement Income Solutions, Inc. 0.39% No change 7,032 $2.3M
Pasadena Private Wealth, LLC 0.33% Add +0.0% 7,030 $2.3M
Cura Wealth Advisors, LLC 0.89% Reduce -7.7% 7,019 $2.3M
Exencial Wealth Advisors, LLC 0.07% Add +23.5% 7,013 $2.3M
Maripau Wealth Management LLC 1.16% Add +39.9% 6,999 $2.3M
MBL Wealth, LLC 0.20% Reduce -8.0% 6,989 $2.3M
Whelan Financial 0.73% Reduce -5.5% 6,984 $2.3M
Red Lighthouse Investment Management, LLC 0.80% Add +8.3% 6,969 $2.3M
Hobbs Group Advisors, LLC 0.71% No change 6,958 $2.3M
RDA Financial Network 0.56% Reduce -0.1% 6,956 $2.3M
Essex Bank 0.51% Add +4.5% 6,953 $2.3M
Mosaic Financial Group, LLC 1.62% Add +0.1% 6,926 $2.3M
Base Wealth Management LLC 1.29% Reduce -6.7% 6,917 $2.3M
Bath Savings Trust Co 0.22% Add +2.1% 6,892 $2.3M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -3.2% 6,874 $2.3M
Roffman Miller Associates Inc. 0.13% Add +0.1% 6,873 $2.3M
Eaton Financial Holdings Company, LLC 0.63% Reduce -6.3% 6,845 $2.2M
Rossmore Private Capital 0.24% No change 6,824 $2.2M
Interchange Capital Partners, LLC 0.44% Add +17.6% 6,815 $2.2M
LPWM LLC 0.59% Add +1.3% 6,787 $2.2M
Manhattan West Asset Management, LLC 0.47% Reduce -2.5% 6,753 $2.2M
WMG Financial Advisors, LLC 0.74% Reduce -0.4% 6,725 $2.2M
Regatta Capital Group, LLC 0.35% Add +2.6% 6,712 $2.2M
NWK Group, Inc. 0.75% No change 6,711 $2.2M
RS Crum Inc. 0.49% Reduce -0.7% 6,683 $2.2M
Absolute Capital Management, LLC 0.94% Reduce -51.3% 6,662 $2.2M
Kassira Wealth Management LLC 2.11% — 6,679 $2.2M
Courier Capital LLC 0.13% Add +17.4% 6,676 $2.2M
Schneider Downs Wealth Management Advisors, LP 0.26% No change 6,653 $2.2M
Gill Capital Partners, LLC 0.67% Add +9.6% 6,653 $2.2M
KPP Advisory Services LLC 0.32% Add +5.2% 6,641 $2.2M
LMG Wealth Partners, LLC 0.41% New 6,641 $2.2M
CCG Wealth Management, LLC 1.03% Reduce -31.1% 6,631 $2.2M
Secured Retirement Advisors, LLC 1.21% Reduce -7.0% 6,624 $2.2M
Triumph Capital Management 0.59% Add +6.7% 6,623 $2.2M
Milestone Asset Management Group, LLC 1.36% Add +0.1% 6,581 $2.2M
OMNI 360 Wealth, Inc. 1.21% Add +4.8% 6,578 $2.2M
SP Asset Management LLC 0.17% Add +33.7% 6,560 $2.2M
KFA Private Wealth Group, LLC 0.61% Reduce -15.1% 6,549 $2.1M
Thrive Capital Management, LLC 0.55% Add +83.1% 6,536 $2.1M
GAMMA Investing LLC 0.12% Add +3.1% 6,536 $2.1M
Perkins Coie Trust Co 0.40% No change 6,521 $2.1M
Sensible Money, LLC 0.72% No change 6,490 $2.1M
ORBA Wealth Advisors, L.L.C. 1.75% No change 6,483 $2.1M
Secure Asset Management, LLC 0.35% Reduce -9.6% 6,455 $2.1M
Fca Corp. 0.59% Add +21.1% 6,446 $2.1M
Accent Capital Management, LLC 0.89% Reduce -17.7% 6,428 $2.1M
Flywheel Private Wealth LLC 1.65% Reduce -0.4% 6,444 $2.1M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -0.3% 6,442 $2.1M
Cornell Pochily Investment Advisors, Inc. 0.63% Reduce -4.1% 6,432 $2.1M
Prosperity Consulting Group, LLC 0.10% Add +39.5% 6,427 $2.1M
Arcadia Wealth Management, Inc. 1.28% Add +17.6% 6,418 $2.1M
Salem Investment Counselors Inc. 0.06% Reduce -1.8% 6,401 $2.1M
Cornerstone Capital, Inc. 0.21% Add +11.1% 6,401 $2.1M
Fort Sheridan Advisors LLC 0.27% Add +9.9% 6,380 $2.1M
Allegheny Financial Group 0.39% Reduce -1.9% 6,379 $2.1M
AssuredPartners Investment Advisors, LLC 0.47% Reduce -20.5% 6,370 $2.1M
Highline Wealth Partners LLC 0.56% Add +26.1% 6,368 $2.1M
MB Generational Wealth, LLC 1.33% — 6,367 $2.1M
Vawter Financial, Ltd. 0.94% New 6,327 $2.1M
DecisionMap Wealth Management, LLC 1.33% Add +0.1% 6,325 $2.1M
Aspiring Ventures, LLC 0.75% Add +6.0% 6,308 $2.1M
Summit Wealth Group, LLC 0.50% Reduce -2.7% 6,300 $2.1M
Texas Yale Capital Corp. 0.06% Add +0.1% 6,284 $2.1M
Mason & Associates Inc 0.41% Add +27.2% 6,270 $2.1M
Park Edge Advisors, LLC 0.47% Add +0.1% 6,263 $2.1M
Galvin, Gaustad & Stein, LLC 0.17% Add +3.5% 6,251 $2.1M
IronBridge Private Wealth, LLC 0.65% Reduce -1.8% 6,249 $2.1M
Westfuller Advisors, LLC 0.93% Add +0.1% 6,228 $2.0M
BlueSky Wealth Advisors, LLC 0.28% Add +11.6% 6,229 $2.0M
CRA Financial Services, LLC 0.28% Add +15.7% 6,228 $2.0M
TD Asset Management Inc 0.00% Add +4.3% 6,228 $2.0M
Fermata Advisors, LLC 0.52% Add +2.0% 6,223 $2.0M
Sovran Advisors, LLC 0.18% Add +0.5% 6,104 $2.0M
Hantz Financial Services, Inc. 0.03% Add +28.0% 6,211 $2.0M
Sepio Capital, LP 0.12% Add +7.0% 6,193 $2.0M
Curran Financial Partners, LLC 0.40% Add +22.3% 6,192 $2.0M
Ahl Investment Management, Inc. 1.38% Add +0.9% 6,170 $2.0M
Main Street Group, LTD 0.65% Add +0.4% 6,153 $2.0M
Everett Harris & Co. 0.02% No change 6,148 $2.0M
Goldstein Advisors, LLC 0.24% Add +1.8% 6,136 $2.0M
Caldwell Sutter Capital, Inc. 0.86% No change 6,128 $2.0M
GatePass Capital, LLC 1.18% Add +0.1% 6,100 $2.0M
Sharkey, Howes & Javer 0.26% No change 6,094 $2.0M
Realta Investment Advisors 0.67% Add +5.9% 6,091 $2.0M
IFS Group,LLC 1.75% — 6,041 $2.0M
Woodard & Co. Asset Management Group Inc. 0.32% Reduce -0.9% 6,059 $2.0M
Bay Rivers Group 0.84% No change 6,058 $2.0M
RTD Financial Advisors, Inc. 0.24% Reduce -4.4% 6,049 $2.0M
Orgel Wealth Management, LLC 0.05% Add +6.9% 6,047 $2.0M
Verdence Capital Advisors LLC 0.11% Add +4.0% 5,880 $2.0M
Financial Connections Group, Inc. 0.77% Reduce -8.0% 6,041 $2.0M
SPC Financial, Inc. 0.15% Reduce -16.5% 6,036 $2.0M
Magnus Financial Group LLC 0.16% Add +0.1% 6,026 $2.0M
Baron Financial Group, LLC 1.08% Reduce -1.5% 5,999 $2.0M
Willow Creek Wealth Management Inc. 0.16% Add +49.4% 5,997 $2.0M
United Advisor Group, LLC 0.26% Add +21.9% 5,990 $2.0M
Ipswich Investment Management Co., Inc. 0.46% Reduce -0.5% 5,973 $2.0M
Echo Wealth Management, LLC 1.14% No change 5,964 $2.0M
Premier Path Wealth Partners, LLC 0.25% Add +0.9% 5,954 $2.0M
Old North State Wealth Management, LLC 0.91% Add +5.7% 5,919 $1.9M
Neumann Capital Management, LLC 0.57% Reduce -15.3% 5,914 $1.9M
Accretive Wealth Partners, LLC 0.59% No change 5,899 $1.9M
Asset Planning Corporation 0.92% Add +8.6% 5,897 $1.9M
Armstrong Advisory Group, Inc. 0.14% Add +0.7% 5,879 $1.9M
XML Financial, LLC 0.16% Add +11.4% 5,851 $1.9M
Myecfo, LLC 0.87% Add +0.3% 5,838 $1.9M
Penobscot Investment Management Company, Inc. 0.15% Reduce -10.7% 5,825 $1.9M
Sovereign Financial Group, Inc. 0.36% Add +96.8% 5,824 $1.9M
Verus Capital Partners, LLC 0.15% Add +0.4% 5,798 $1.9M
Oldfather Financial Services, LLC 0.59% Reduce -0.1% 5,795 $1.9M
Hubbell Strickland Wealth Management, LLC 0.78% Add +1.3% 5,767 $1.9M
Davidson Trust Co. 0.78% No change 5,767 $1.9M
Members Wealth LLC 1.20% — 5,729 $1.9M
JGP Wealth Management, LLC 0.21% Reduce -7.1% 5,693 $1.9M
Accredited Wealth Management, LLC 1.39% Reduce -83.2% 960 $1.9M
Ally Invest Advisors Inc. 0.13% Add +21.3% 5,694 $1.9M
ETF Store, Inc. 1.98% Add +0.0% 5,691 $1.9M
FSA Wealth Management LLC 0.68% Add +4.9% 5,689 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Reduce -0.7% 5,663 $1.9M
Daner Wealth Management, LLC 1.21% Add +0.6% 5,677 $1.9M
Outlook Wealth Advisors, LLC 0.46% Reduce -3.3% 5,651 $1.9M
Birchbrook, Inc. 0.96% Reduce -0.1% 5,646 $1.9M
MFA Wealth Services 1.28% Reduce -0.8% 5,643 $1.9M
Trustmark Bank Trust Department 0.12% Reduce -0.1% 5,642 $1.9M
Ted Buchan & Co 0.73% New 5,640 $1.9M
Concord Wealth Partners 0.25% Add +2.0% 5,626 $1.8M
Catalyst Private Wealth, LLC 0.81% Add +0.0% 5,626 $1.8M
Discipline Wealth Solutions, LLC 0.49% Add +31.4% 5,622 $1.8M
True Vision MN LLC 0.96% Add +2.6% 5,594 $1.8M
Parthenon LLC 0.20% Add +4.7% 5,592 $1.8M
Ascent Wealth Partners, LLC 0.21% No change 5,588 $1.8M
Strategent Financial, LLC 1.31% Add +1.9% 5,586 $1.8M
Etesian Wealth Advisors, Inc. 0.61% Reduce -4.3% 5,583 $1.8M
Cypress Capital Group 0.22% Add +2.4% 5,581 $1.8M
Next Level Private LLC 0.53% Reduce -1.5% 5,517 $1.8M
Northeast Investment Management 0.07% Add +6.7% 5,558 $1.8M
Grandview Asset Management LLC 0.51% Reduce -1.9% 5,549 $1.8M
Covenant Asset Management, LLC 0.34% Add +3.2% 5,531 $1.8M
Capital Asset Advisory Services LLC 0.08% Add +53.4% 5,530 $1.8M
Rice Partnership, LLC 0.26% No change 5,495 $1.8M
Impact Capital Partners LLC 0.54% Reduce -3.3% 5,475 $1.8M
Mills Wealth Advisors LLC 0.73% Reduce -0.9% 5,610 $1.8M
ODonnell Financial Services, LLC 0.64% No change 5,471 $1.8M
Founders Financial Alliance, LLC 0.34% Add +2.1% 5,463 $1.8M
Wells Trecaso Financial Group, LLC 0.85% Reduce -49.0% 5,455 $1.8M
CFS Investment Advisory Services, LLC 0.13% Add +0.9% 5,323 $1.8M
EFG Asset Management (Americas) Corp. 0.31% Reduce -6.0% 5,412 $1.8M
Security Financial Services, INC. 0.29% Reduce -1.4% 5,392 $1.8M
Heritage Wealth Advisors 0.08% Add +1.3% 5,382 $1.8M
Mullaney, Keating & Wright, Inc. 0.98% No change 5,378 $1.8M
Bridges Investment Management Inc. 0.02% Add +14.7% 5,364 $1.8M
Peregrine Asset Advisers, Inc. 0.53% Reduce -1.9% 5,361 $1.8M
Wolverine Trading, LLC 0.04% New 5,378 $1.8M
McHugh Group, LLC 1.06% Add +2.9% 5,351 $1.8M
Apexium Financial, LP 0.09% Add +0.7% 5,342 $1.8M
Unique Wealth, LLC 0.26% Reduce -0.1% 5,349 $1.8M
Paulson Wealth Management Inc. 0.41% Reduce -0.0% 5,336 $1.8M
Journey Advisory Group, LLC 0.13% Reduce -13.7% 5,328 $1.7M
Cahaba Wealth Management, Inc. 0.13% Add +13.1% 5,328 $1.7M
First Foundation Advisors 0.06% No change 5,324 $1.7M
St Germain D J Co. Inc. 0.07% Reduce -1.2% 5,322 $1.7M
Alliance Wealth Advisors, LLC 0.87% Add +1.3% 5,321 $1.7M
Morton Capital Management LLC 0.29% Add +6.4% 5,313 $1.7M
Zacks Investment Management 0.01% Reduce -16.6% 5,310 $1.7M
Wingate Wealth Advisors, Inc. 1.20% Reduce -0.0% 5,298 $1.7M
Westshore Wealth, LLC 0.59% Add +0.0% 5,297 $1.7M
Valley National Advisers Inc. 0.27% No change 5,295 $1.7M
Family Manage LLC 0.24% No change 5,289 $1.7M
Goelzer Investment Management, Inc. 0.09% Reduce -2.0% 5,279 $1.7M
Objective Capital Management, LLC 1.79% No change 5,271 $1.7M
Orleans Capital Management Corp. 1.12% Add +1.4% 5,270 $1.7M
Verity Asset Management, Inc. 0.56% Add +137.4% 5,250 $1.7M
Littlejohn Financial Services, Inc. 1.25% Add +0.5% 5,244 $1.7M
Scotia Capital Inc. 0.01% Add +15.6% 5,231 $1.7M
Ullmann Wealth Partners Group, LLC 0.19% Add +0.0% 5,224 $1.7M
Purkiss Capital Advisors LLC 0.82% Add +316.6% 5,224 $1.7M
SimpliFi, Inc. 0.73% Add +8.2% 5,200 $1.7M
BKM Wealth Management, LLC 0.63% Reduce -0.1% 5,189 $1.7M
1776 Wealth LLC 0.66% No change 5,182 $1.7M
Courage Miller Partners, LLC 0.51% Reduce -0.5% 5,160 $1.7M
Hamilton Wealth, LLC 0.35% Reduce -1.4% 5,160 $1.7M
AF Advisors, Inc. 0.69% No change 5,149 $1.7M
Vestor Capital, LLC 0.11% Reduce -35.7% 5,144 $1.7M
Juncture Wealth Strategies, LLC 0.57% No change 5,140 $1.7M
Chapin Davis, Inc. 0.41% Reduce -0.1% 5,137 $1.7M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -1.1% 5,137 $1.7M
Columbus Macro, LLC 0.19% Reduce -44.2% 5,133 $1.7M
IFG Advisors, LLC 0.27% Reduce -0.5% 5,131 $1.7M
FourThought Financial Partners, LLC 0.15% Add +0.4% 5,121 $1.7M
Bernardo Wealth Planning LLC 0.33% Add +6.5% 5,111 $1.7M
Capasso Planning Partners LLC 1.04% Reduce -18.1% 5,107 $1.7M
Legacy Edge Advisors, LLC 0.20% Reduce -3.3% 5,100 $1.7M
HWG Holdings LP 0.42% No change 5,079 $1.7M
Winthrop Capital Management, LLC 0.40% Add +0.0% 5,075 $1.7M
Measured Wealth Private Client Group, LLC 0.45% Reduce -2.0% 5,064 $1.7M
Hourglass Capital, LLC 0.37% No change 5,059 $1.7M
Shira Ridge Wealth Management 0.70% Add +9.4% 5,046 $1.7M
Total Wealth Planning, LLC 0.19% Add +17.6% 5,038 $1.7M
Harbour Capital Advisors, LLC 0.34% Reduce -8.7% 5,006 $1.7M
Pursue Wealth Partners LLC 0.91% Add +6.8% 5,021 $1.6M
GDS Wealth Management 0.11% Add +0.1% 5,017 $1.6M
Creative Capital Management Investments LLC 0.53% Add +10.5% 5,016 $1.6M
AtlasMark Financial, Inc 1.10% No change 5,000 $1.6M
TBH Global Asset Management, LLC 0.32% New 4,999 $1.6M
Centric Wealth Management 0.36% Add +122.4% 4,882 $1.6M
Financial Council, LLC 0.73% Reduce -3.4% 4,990 $1.6M
Diversify Wealth Management, LLC 0.09% Reduce -8.6% 4,858 $1.6M
Legacy Wealth Management, LLC / MS 0.49% Reduce -59.7% 4,964 $1.6M
Summit Financial Strategies, Inc. 0.14% Add +2.6% 4,960 $1.6M
Colton Groome Financial Advisors, LLC 0.50% Add +147.1% 4,947 $1.6M
Ameriflex Group, Inc. 0.61% Add +4.4% 4,934 $1.6M
Vantage Financial Partners, LLC 0.34% Reduce -10.6% 4,921 $1.6M
BTG Pactual Asset Management US LLC 0.19% No change 5,279 $1.6M
Morton Brown Family Wealth, LLC 0.46% No change 4,886 $1.6M
LBJ Family Wealth Advisors, Ltd. 0.87% No change 4,870 $1.6M
Heritage Investment Group, Inc. 0.26% Add +2.9% 4,866 $1.6M
HHM Wealth Advisors, LLC 0.18% No change 4,856 $1.6M
First National Corp. /Ma/ 0.30% Reduce -1.3% 4,815 $1.6M
Buttonwood Financial Advisors Inc. 0.55% Add +67.1% 4,830 $1.6M
Wealth Dimensions Group, Ltd. 0.33% Add +8.4% 4,824 $1.6M
Chatham Capital Group, Inc. 0.23% No change 4,815 $1.6M
Meridian Wealth Advisors, LLC 0.22% Add +5.4% 4,811 $1.6M
1 North Wealth Services LLC 0.65% Reduce -13.8% 4,809 $1.6M
Essex LLC 0.29% Reduce -3.0% 4,797 $1.6M
Grand Wealth Management, LLC 0.76% No change 4,773 $1.6M
Brick & Kyle, Associates 0.58% Reduce -0.1% 4,774 $1.6M
Institute for Wealth Management, LLC. 0.16% Add +2.7% 4,772 $1.6M
North Ridge Wealth Advisors, Inc. 0.89% Add +0.1% 4,759 $1.6M
Brown, Lisle/Cummings, Inc. 0.40% Reduce -0.9% 4,758 $1.6M
Private Wealth Management Group, LLC 0.43% Reduce -0.7% 4,756 $1.6M
Cidel Asset Management Inc. 0.09% No change 4,755 $1.6M
Robinswood Financial LLC 0.52% Add +2.0% 4,752 $1.6M
Poehling Capital Management, INC. 0.33% No change 4,748 $1.6M
Stordahl Capital Management, Inc. 0.33% No change 4,742 $1.6M
VestGen Investment Management 0.93% Add +9.1% 4,732 $1.6M
Columbia Advisory Partners LLC 1.07% Reduce -13.3% 4,730 $1.6M
Seneca Financial Advisors LLC 0.51% Add +0.3% 4,722 $1.5M
Pacific Financial Group Inc. 1.15% Reduce -2.5% 4,720 $1.5M
Vista Investment Management 0.54% Reduce -1.1% 4,708 $1.5M
Solidarity Wealth, LLC 0.33% Reduce -0.0% 4,690 $1.5M
First Nebraska Trust Co 0.14% No change 4,700 $1.5M
Everpar Advisors LLC 0.61% Add +0.3% 4,678 $1.5M
Davidson Investment Advisors 0.07% No change 4,672 $1.5M
BigSur Wealth Management LLC 0.38% No change 4,653 $1.5M
Hurley Capital, LLC 0.86% Add +11.6% 4,664 $1.5M
Albion Financial Group 0.09% No change 4,664 $1.5M
Aspire Capital Advisors LLC 0.38% Reduce -6.9% 4,660 $1.5M
Florida Financial Advisors, LLC 0.47% Add +37.3% 4,660 $1.5M
Summit Asset Management, LLC 0.23% No change 4,654 $1.5M
Charles Schwab Trust Co 0.10% Reduce -6.1% 4,652 $1.5M
Archvest Wealth Advisors, Inc. 1.36% Reduce -3.7% 4,638 $1.5M
ArborFi Advisors, LLC 1.23% Reduce -1.0% 4,608 $1.5M
Riverview Trust Co 1.83% Reduce -2.9% 4,604 $1.5M
Pathway Financial Advisors LLC 0.20% Reduce -0.2% 4,603 $1.5M
Concentrum Wealth Management 0.44% Add +3.6% 4,596 $1.5M
Mogy Joel R Investment Counsel Inc. 0.08% Add +0.1% 4,591 $1.5M
Rathbones Group PLC 0.01% Reduce -8.8% 4,589 $1.5M
10Elms LLP 1.56% Add +6.3% 4,584 $1.5M
OneAscent Wealth Management LLC 0.51% Add +12.1% 4,580 $1.5M
Thompson Siegel & Walmsley LLC 0.02% Reduce -9.7% 4,579 $1.5M
Hopwood Financial Services, Inc. 1.00% Reduce -16.3% 4,569 $1.5M
Providence Capital Advisors, LLC 0.26% No change 4,563 $1.5M
Twelve Points Wealth Management LLC 0.37% No change 4,562 $1.5M
Sentinel Wealth Management, Inc. 1.29% No change 4,523 $1.5M
Conscious Wealth Investments, LLC 0.88% New 4,430 $1.5M
Panoramic Capital Partners, LLC 0.95% No change 4,522 $1.5M
Wealth Management Nebraska 0.18% Reduce -1.6% 4,513 $1.5M
Capital Planning LLC 0.43% Reduce -8.4% 4,491 $1.5M
Allium Financial Advisors, LLC 1.22% No change 4,503 $1.5M
Darden Wealth Group Inc 0.77% Add +25.6% 4,501 $1.5M
Parkside Investments, LLC 0.18% Reduce -10.0% 4,500 $1.5M
Focused Wealth Management, Inc 0.16% Reduce -3.6% 4,496 $1.5M
West Michigan Advisors, LLC 0.35% Add +41.9% 4,481 $1.5M
Jeppson Wealth Management, LLC 0.47% Add +8.1% 4,481 $1.5M
Financial Freedom, LLC 0.73% Add +0.2% 4,480 $1.5M
Bill Few Associates, Inc. 0.38% Add +1.9% 4,467 $1.5M
RAM Investment Partners, LLC 0.27% No change 4,465 $1.5M
Fund Evaluation Group, LLC 0.05% Reduce -4.6% 4,462 $1.5M
Brightwater Advisory LLC 1.00% Reduce -1.8% 4,458 $1.5M
Armstrong Henry H Associates Inc. 0.13% No change 4,449 $1.5M
Eq LLC 0.49% Reduce -3.0% 4,418 $1.4M
Parr McKnight Wealth Management Group, LLC 0.19% Reduce -9.9% 4,408 $1.4M
Frisch Financial Group, Inc. 0.34% Reduce -1.7% 4,386 $1.4M
Ridgewood Investments LLC 0.61% Add +2.3% 4,394 $1.4M
K.J. Harrison & Partners Inc 0.21% New 4,370 $1.4M
Mattern Capital Management, LLC 0.17% No change 4,382 $1.4M
Aspire Private Capital, LLC 0.32% Add +13.6% 4,378 $1.4M
Arvest Bank Trust Division 0.08% No change 4,374 $1.4M
Northwest Quadrant Wealth Management, LLC 0.30% Reduce -4.7% 4,373 $1.4M
Golden State Wealth Management, LLC 0.16% Add +0.7% 4,367 $1.4M
Obsidian Cio, LLC 0.19% Add +6.5% 4,338 $1.4M
Key Financial Inc 0.26% Add +10.7% 4,320 $1.4M
Ranch Capital Advisors Inc. 0.55% Add +0.0% 4,335 $1.4M
Paragon Capital Management Inc. 1.06% Reduce -31.6% 4,332 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -7.9% 4,330 $1.4M
King Wealth Management Group 0.18% Reduce -11.7% 4,331 $1.4M
Farmers Trust Co. 0.24% No change 4,327 $1.4M
Berkeley, Inc 0.46% Add +0.1% 4,320 $1.4M
Cross Staff Investments Inc 0.99% Add +0.0% 4,316 $1.4M
Curated Wealth Partners LLC 0.17% Add +2.9% 4,308 $1.4M
Bricktown Capital, LLC 0.23% No change 4,300 $1.4M
Macroview Investment Management LLC 1.05% Add +2.4% 4,280 $1.4M
Opal Wealth Advisors, LLC 0.39% Add +0.0% 4,280 $1.4M
Golden Road Advisors LLC 0.81% Reduce -12.0% 4,277 $1.4M
Lake Street Private Wealth, LLC 0.18% Add +21.1% 4,276 $1.4M
BCK Partners, Inc. 0.75% Reduce -1.2% 4,265 $1.4M
Hengehold Capital Management LLC 0.12% Reduce -1.2% 4,239 $1.4M
Aspen Capital Management, LLC 0.35% Add +0.0% 4,227 $1.4M
Investor's Fiduciary Advisor Network, LLC 0.47% Add +3.7% 4,224 $1.4M
Regency Capital Management Inc.\DE 0.66% Reduce -0.3% 4,219 $1.4M
IAG Wealth Partners, LLC 0.17% Reduce -2.2% 4,213 $1.4M
Advance Capital Management, Inc. 0.06% Reduce -1.3% 4,203 $1.4M
Aletheian Wealth Advisors LLC 0.64% Reduce -0.0% 4,198 $1.4M
Oarsman Capital, Inc. 0.19% Reduce -29.1% 4,187 $1.4M
Cloud Capital Management, LLC 0.72% Add +1.2% 4,179 $1.4M
Joel Adams & Associates, Inc. 1.11% Add +0.1% 4,184 $1.4M
Eley Financial Management, Inc 0.49% Reduce -0.4% 4,177 $1.4M
Financial Management Network Inc. 0.23% Reduce -3.4% 4,135 $1.4M
Fischer Financial Services, Inc. 0.37% No change 4,169 $1.4M
Vident Advisory, LLC 0.01% Add +10.3% 4,167 $1.4M
Access Financial Services, Inc. 0.49% Add +0.5% 4,163 $1.4M
Gradient Capital Advisors, LLC 0.37% Add +6.0% 4,162 $1.4M
TKG Advisors, LLC 0.58% Reduce -1.2% 4,161 $1.4M
Balefire, LLC 0.27% Add +23.9% 4,159 $1.4M
Searcy Financial Services Inc. 0.52% No change 4,153 $1.4M
B.O.S.S. Retirement Advisors, LLC 0.33% Reduce -22.9% 4,153 $1.4M
SFG Wealth Management, LLC. 0.59% Reduce -2.3% 4,150 $1.4M
Disciplined Investors, L.L.C. 0.97% Add +5.6% 4,150 $1.4M
Hudock, Inc. 0.21% Reduce -3.7% 4,145 $1.4M
Townsend Asset Management Corp. /NC/ 0.48% Reduce -10.3% 4,143 $1.4M
Acorn Financial Advisory Services Inc. 0.21% Add +1.8% 4,139 $1.4M
Breakwater Capital Group 0.20% Add +12.4% 4,138 $1.4M
Global Financial Private Client, LLC 0.48% Reduce -0.4% 4,129 $1.4M
Wiser Wealth Management, Inc 0.31% Reduce -3.8% 4,106 $1.3M
Benin Management CORP 0.32% Add +2.5% 4,104 $1.3M
Appleton Partners Inc. 0.09% Add +1.4% 4,087 $1.3M
Greenwich Wealth Management LLC 0.07% Add +2.4% 4,082 $1.3M
Oakworth Capital, Inc. 0.08% Add +0.3% 4,081 $1.3M
Fragasso Financial Advisors Inc 0.08% Add +0.1% 4,058 $1.3M
Capital Management Associates, Inc 0.36% Add +10.3% 4,079 $1.3M
Aspen Wealth Management LLC 0.30% Add +4.7% 4,078 $1.3M
Altus Wealth Group LLC 0.55% Add +0.0% 4,073 $1.3M
Avos Capital Management, LLC 0.62% Reduce -57.5% 4,066 $1.3M
Brown Wealth Management, LLC 0.37% Add +0.2% 4,063 $1.3M
Keystone Wealth Services, LLC 0.29% Reduce -2.5% 4,055 $1.3M
Iowa State Bank 0.25% No change 4,046 $1.3M
Cornerstone Advisory, LLC 0.13% Reduce -0.9% 4,044 $1.3M
Community Bank of Raymore 0.92% Add +344.6% 4,041 $1.3M
Chesapeake Wealth Management 0.40% Add +6.2% 4,038 $1.3M
Unison Advisors LLC 0.12% Add +0.7% 4,032 $1.3M
Balanced Wealth Group LLC 0.58% Add +3.2% 4,353 $1.3M
Coastal Bridge Advisors, LLC 0.10% Add +0.5% 4,026 $1.3M
Flavin Financial Services, Inc. 0.94% Add +91.5% 4,025 $1.3M
Cadinha & Co. LLC 0.18% Reduce -0.5% 4,002 $1.3M
Southeast Asset Advisors, LLC 0.14% Add +20.3% 3,997 $1.3M
North Forty Two & Co. 1.28% Add +0.1% 3,994 $1.3M
Sonora Investment Management Group, LLC 0.09% Reduce -1.8% 3,992 $1.3M
Quest 10 Wealth Builders, Inc. 1.21% Reduce -0.1% 3,992 $1.3M
Brickley Wealth Management 0.23% Add +5.5% 3,986 $1.3M
Colonial Trust Advisors 0.10% Add +0.0% 3,984 $1.3M
Financial Advisors Network, Inc. 0.18% No change 3,973 $1.3M
ARS Wealth Advisors Group, LLC 0.13% No change 3,956 $1.3M
Ridgeline Wealth Planning, LLC 0.97% Add +0.0% 3,946 $1.3M
BCS Private Wealth Management, Inc. 0.46% New 3,930 $1.3M
Strategic Equity Management 0.48% Reduce -7.7% 3,937 $1.3M
Aaron Wealth Advisors LLC 0.08% No change 3,934 $1.3M
Key Client Fiduciary Advisors, LLC 0.43% Reduce -0.6% 3,929 $1.3M
Triad Wealth Partners, LLC 0.17% Add +316.4% 3,927 $1.3M
Wolfstich Capital, LLC 2.63% No change 3,922 $1.3M
Moneywise, Inc. 0.58% Reduce -9.9% 3,922 $1.3M
Ridgecrest Wealth Partners, LLC 0.58% Reduce -0.5% 3,908 $1.3M
Hansen & Associates Financial Group, Inc. 0.54% New 3,806 $1.3M
Venturi Wealth Management, LLC 0.06% Reduce -1.6% 3,893 $1.3M
Parsons Capital Management Inc. 0.07% Reduce -0.5% 3,890 $1.3M
Element Wealth, LLC 0.56% Add +0.0% 3,888 $1.3M
Farrell Financial LLC 0.80% Add +2.7% 3,884 $1.3M
Dimension Capital Management LLC 0.18% Reduce -2.3% 3,874 $1.3M
Global Trust Asset Management, LLC 0.57% Reduce -7.5% 3,864 $1.3M
Toronto Dominion Bank 0.00% Add +234.5% 3,860 $1.3M
Colonial River Investments, LLC 0.47% Reduce -2.8% 3,850 $1.3M
Cypress Wealth Services, LLC 0.21% Add +3.9% 3,850 $1.3M
Sage Capital Advisors,llc 0.30% Add +5.7% 3,850 $1.3M
Aire Advisors, LLC 0.23% Add +0.0% 3,847 $1.3M
Seven Springs Wealth Group, LLC 0.31% No change 3,845 $1.3M
Americana Partners, LLC 0.04% Add +128.7% 3,835 $1.3M
Syon Capital LLC 0.07% No change 3,834 $1.3M
F&V Capital Management, LLC 0.28% Add +0.4% 3,831 $1.3M
Spinnaker Trust 0.07% Reduce -6.6% 3,828 $1.3M
JB Capital LLC 0.05% Add +74.9% 3,824 $1.3M
Silver Oak Wealth Advisors Services, LLC 0.83% Add +0.1% 3,823 $1.3M
Birchcreek Wealth Management, LLC 0.65% Add +3.2% 3,823 $1.3M
Twin Peaks Wealth Advisors, LLC 0.43% Add +12.0% 3,819 $1.3M
Defined Wealth Management, LLC 0.73% No change 3,818 $1.3M
Vested Financial Planning, LLC 1.02% Add +26.6% 3,814 $1.3M
Citrine Capital LLC 0.58% Reduce -1.1% 3,812 $1.3M
Steigerwald, Gordon & Koch Inc. 0.12% Reduce -25.3% 3,808 $1.2M
Wealthedge Investment Advisors, LLC 0.47% Add +2.7% 3,781 $1.2M
Vermillion Wealth Management, Inc. 0.34% Add +0.2% 3,770 $1.2M
GW Henssler & Associates Ltd. 0.06% Reduce -0.8% 3,760 $1.2M
Virtue Capital Management, LLC 0.20% Add +873.3% 28,049 $1.2M
Shepherd Financial Partners LLC 0.12% Reduce -1.9% 3,754 $1.2M
Advantage Trust Co 0.56% No change 3,749 $1.2M
Full Sail Capital, LLC 0.07% Add +3.4% 3,736 $1.2M
PYA Waltman Capital, LLC 0.33% Reduce -8.6% 3,731 $1.2M
Salomon & Ludwin, LLC 0.11% Add +43.6% 3,688 $1.2M
Sage Investment Counsel LLC 1.34% Reduce -2.1% 3,683 $1.2M
Pittenger & Anderson Inc. 0.04% Reduce -1.7% 3,683 $1.2M
Liberty Square Wealth Partners LLC 0.37% Add +33.2% 3,679 $1.2M
Eagle Strategies LLC 0.16% Add +0.3% 3,652 $1.2M
CORDA Investment Management, LLC. 0.08% Reduce -0.4% 3,650 $1.2M
Fairscale Capital, LLC 0.82% Reduce -7.1% 3,633 $1.2M
MPWM Advisory Solutions, LLC 0.71% Reduce -1.1% 3,636 $1.2M
Westbourne Investments, Inc. 0.57% Add +4.3% 3,557 $1.2M
Trivium Point Advisory, LLC 0.12% Add +137.4% 3,634 $1.2M
Graney & King, LLC 0.82% Add +2.9% 3,602 $1.2M
V2 Financial group LLC 0.65% Add +9.1% 3,600 $1.2M
Sweeney & Michel, LLC 0.40% Reduce -4.2% 3,668 $1.2M
Revisor Wealth Management LLC 0.41% Reduce -11.8% 3,567 $1.2M
Capstone Wealth Management, LLC 0.91% No change 3,592 $1.2M
Fortune 45 LLC 0.60% Reduce -0.1% 3,600 $1.2M
Intergy Private Wealth, LLC 0.37% Add +1.3% 3,565 $1.2M
Peak Asset Management, LLC 0.20% Reduce -1.6% 3,563 $1.2M
Edgestream Partners, L.P. 0.03% Reduce -10.2% 3,559 $1.2M
Performance Wealth Partners, LLC 0.03% Reduce -9.2% 3,555 $1.2M
LVW Advisors, LLC 0.12% Add +1.6% 3,547 $1.2M
Gutierrez Wealth Advisory, LLC 0.74% Reduce -5.8% 3,546 $1.2M
Reyes Financial Architecture, Inc. 0.79% No change 3,542 $1.2M
Lutz Financial Services LLC 0.08% No change 3,535 $1.2M
TFC Financial Management, Inc. 0.15% Add +25.9% 3,533 $1.2M
Stockman Wealth Management, Inc. 0.14% Add +1.5% 3,528 $1.2M
Sunburst Financial Group, LLC 0.24% Reduce -19.4% 3,518 $1.2M
Port Capital LLC 0.05% Reduce -2.8% 3,490 $1.1M
Radnor Capital Management, LLC 0.17% Add +0.0% 3,453 $1.1M
Flower City Capital 0.61% No change 3,442 $1.1M
Summit Wealth Partners, LLC 0.20% Reduce -2.5% 3,450 $1.1M
Heritage Wealth Management, Inc. 0.33% No change 3,446 $1.1M
Ridgeline Wealth, LLC 0.83% Reduce -24.6% 3,438 $1.1M
Rexford Capital Inc. 0.87% No change 3,437 $1.1M
Financial Management Professionals, Inc. 0.12% Add +1888.4% 3,420 $1.1M
Jackson Wealth Management, LLC 0.11% Add +11.8% 3,425 $1.1M
Stage Harbor Financial, LLC 0.82% No change 3,416 $1.1M
Cora Capital Advisors LLC 0.48% Add +1.2% 3,404 $1.1M
Creative Financial Designs Inc. 0.07% Reduce -7.8% 3,396 $1.1M
Midwest Financial Group LLC 0.53% Add +0.4% 3,387 $1.1M
Fidelity D & D Bancorp Inc. 0.61% Add +0.9% 3,382 $1.1M
ESL Trust Services, LLC 0.22% Add +14.0% 3,375 $1.1M
Whalerock Point Partners, LLC 0.22% No change 3,368 $1.1M
IMPACTfolio, LLC 0.48% No change 3,361 $1.1M
KDT Advisors, LLC 1.61% No change 3,360 $1.1M
Poinciana Advisors Group, LLC 0.93% Reduce -2.6% 3,353 $1.1M
Hoxton Planning & Management, LLC 0.35% Add +10.2% 3,350 $1.1M
Bollard Group LLC 0.03% Add +0.3% 3,344 $1.1M
Magnolia Private Wealth, LLC 0.80% No change 3,341 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.11% Add +1.4% 3,332 $1.1M
Tidemark, LLC 0.32% Reduce -1.2% 3,327 $1.1M
Pioneer Wealth Management Group 0.35% Add +15.8% 3,318 $1.1M
Rowlandmiller & Partners.adv 0.21% Add +2.7% 3,305 $1.1M
Riversedge Advisors, LLC 0.18% Add +34.9% 3,298 $1.1M
Team Hewins, LLC 0.36% New 3,283 $1.1M
Mason Investment Advisory Services, Inc. 0.05% Add +0.3% 3,285 $1.1M
Constant Guidance Financial LLC 0.86% Add +20.8% 3,280 $1.1M
EPG Wealth Management LLC 0.30% Add +9.7% 3,270 $1.1M
GHP Investment Advisors, Inc. 0.04% Add +6.8% 3,260 $1.1M
Riverstone Advisors, LLC 0.52% Add +15.3% 3,256 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.17% Reduce -1.4% 3,252 $1.1M
tru Independence LLC 0.28% Add +8.9% 3,250 $1.1M
Silver Grove Financial Group, Inc. 1.01% — 3,244 $1.1M
Harbor Advisory Corp. 0.31% Reduce -1.1% 3,242 $1.1M
Edge Financial Advisors LLC 0.48% Reduce -2.4% 3,241 $1.1M
Loudon Investment Management, LLC 0.56% Add +0.4% 3,236 $1.1M
Winebrenner Capital Management LLC 0.76% Reduce -0.8% 3,228 $1.1M
RCS Financial Planning, LLC 0.47% Add +1.2% 3,216 $1.1M
DGS Capital Management, LLC 0.19% Reduce -3.8% 3,224 $1.1M
Welch & Forbes LLC 0.01% Add +15.7% 3,224 $1.1M
World Equity Group, Inc. 0.24% Add +13.2% 3,213 $1.1M
Hilltop National Bank 0.26% Reduce -1.5% 3,211 $1.1M
Lowe Brockenbrough & Co. Inc. 0.05% Reduce -0.4% 3,208 $1.1M
Nilsine Partners, LLC 0.09% Reduce -14.3% 3,206 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.41% Add +44.1% 3,206 $1.1M
GW&K Investment Management, LLC 0.01% Add +25.4% 3,202 $1.1M
NTV Asset Management LLC 0.11% Add +138.5% 3,198 $1.0M
Cambridge Financial Group, LLC 0.34% Add +117.2% 3,182 $1.0M
Worth Asset Management, LLC 0.47% Add +27.5% 3,182 $1.0M
Warner Financial, Inc. 0.39% Add +1.6% 3,174 $1.0M
Claris Advisors, LLC / Mo / 0.36% No change 3,424 $1.0M
Ascentis Independent Advisors 0.18% Add +20.9% 3,168 $1.0M
Maia Wealth LLC 0.18% Reduce -18.4% 3,104 $1.0M
Bourgeon Capital Management LLC 0.19% No change 3,153 $1.0M
Probity Advisors, Inc. 0.17% New 3,150 $1.0M
Forefront Wealth Partners, LLC 0.26% Reduce -4.8% 3,146 $1.0M
Davidson Kahn Capital Management, LLC 0.57% Reduce -12.0% 3,141 $1.0M
Harbor Group, Inc. 0.16% Reduce -0.4% 3,140 $1.0M
Matrix Asset Advisors Inc. 0.10% No change 3,134 $1.0M
Boltwood Capital Management 0.27% Reduce -5.3% 3,134 $1.0M
Opulen Financial Group LLC 0.78% Add +0.8% 3,132 $1.0M
Legacy Wealth Managment, LLC 0.46% Reduce -11.9% 3,127 $1.0M
Bennett Selby Investments LP 0.34% Reduce -0.0% 3,126 $1.0M
Sheets Smith Wealth Management 0.12% Reduce -1.1% 3,125 $1.0M
Asset Advisors Investment Management, LLC 0.10% No change 3,125 $1.0M
Pacific Asset Management, LLC 0.69% Add +0.2% 3,108 $1.0M
Cape Investment Advisory, Inc. 1.00% Reduce -17.2% 3,105 $1.0M
Armbruster Capital Management, Inc. 0.17% Add +1.2% 3,104 $1.0M
Prairie Wealth Advisors, Inc. 0.42% Add +26.5% 3,096 $1.0M
BankPlus Wealth Management LLC 0.60% Reduce -1.5% 3,092 $1.0M
Kingsman Wealth Management, Inc. 0.56% Add +0.3% 3,091 $1.0M
CM Wealth Advisors LLC 0.27% Add +11.6% 3,069 $1.0M
Fortitude Advisory Group L.L.C. 0.54% Add +13.1% 3,071 $1.0M
Halter Ferguson Financial Inc. 0.24% Reduce -2.6% 3,068 $1.0M
Atlantic Edge Private Wealth Management, LLC 0.26% Add +2.0% 3,062 $1.0M
Fortitude Family Office, LLC 0.27% Add +0.0% 3,054 $1.0M
Front Street Capital Management, Inc. 0.15% Reduce -0.2% 3,053 $1.0M
Per Stirling Capital Management, LLC. 0.12% Add +1.2% 3,050 $1.0M
Ryan Investment Management, Inc. 0.56% Reduce -1.2% 3,047 $1000K
Prosperity Planning, Inc. 0.38% Reduce -8.5% 3,045 $999K
49 Wealth Management, LLC 0.09% Add +281.8% 3,043 $999K
FreeGulliver LLC 0.45% Reduce -6.5% 3,042 $998K
LGT Financial Advisors LLC 2.15% Reduce -8.9% 3,042 $998K
Prudent Man Investment Management, Inc. 0.55% No change 3,443 $998K
L.M. Kohn & Company 1.20% Reduce -87.1% 3,035 $996K
Armor Investment Advisors, LLC 0.32% No change 3,030 $994K
Resurgent Financial Advisors LLC 0.49% Reduce -0.4% 3,026 $993K
Murphy & Mullick Capital Management Corp 0.74% No change 3,020 $991K
Smithbridge Asset Management Inc. 0.14% Add +8.6% 2,998 $984K
River Wealth Advisors LLC 0.12% Reduce -0.1% 2,996 $983K
Northern Capital Management, Inc. 0.53% Reduce -3.2% 2,994 $983K
LifeWealth Investments, LLC 0.32% Reduce -0.4% 2,989 $981K
KW Wealth Management LLC 1.67% — 2,988 $981K
Clarity Financial LLC 0.10% Add +2.0% 2,984 $979K
Bristlecone Advisors, LLC 0.08% Reduce -92.2% 2,984 $979K
Bank of New Hampshire 0.23% Reduce -1.7% 2,979 $978K
Burney Co./ 0.03% Reduce -5.2% 2,968 $974K
Cedar Point Capital Partners, LLC 0.64% Reduce -0.3% 2,962 $972K
Laurel Wealth Advisors LLC 0.14% Reduce -0.7% 2,955 $970K
Fidelis Capital Partners, LLC 0.08% No change 2,954 $969K
Welch Group, LLC 0.04% Add +21.3% 2,953 $969K
Tandem Capital Management Corp. 0.45% No change 2,949 $968K
Channel Wealth LLC 0.26% Add +0.1% 2,949 $968K
Kestra Investment Management, LLC 0.03% Reduce -80.4% 2,941 $965K
Walled Lake Planning & Wealth Management, LLC 0.32% Reduce -3.5% 2,940 $965K
Reynders McVeigh Capital Management, LLC 0.05% Reduce -0.7% 2,938 $964K
Curbstone Financial Management Corp 0.19% Add +32.5% 2,934 $963K
Elm3 Financial Group, LLC 0.79% Reduce -9.3% 2,933 $963K
Rossby Financial, LCC 0.32% Add +1.5% 2,922 $962K
Envision Financial Planning, LLC 0.41% No change 2,925 $960K
Creegan & Nassoura Financial Group, LLC 0.62% No change 2,920 $958K
SlateStone Wealth, LLC 0.08% No change 2,920 $958K
Integrity Financial Corp 0.46% Add +40.1% 2,910 $957K
Beckerman Institutional, LLC 0.56% Add +11.7% 2,917 $957K
Aspen Investment Management Inc 0.37% Add +13.7% 2,918 $957K
Sawyer & Company, Inc 0.36% Add +19.1% 3,149 $957K
Texas Bank & Trust Co 0.36% No change 2,914 $956K
Capital Advantage, Inc. 0.14% Add +6.4% 2,907 $954K
Maridea Wealth Management LLC 0.15% Add +19.7% 2,877 $952K
Aldebaran Financial Inc. 0.95% Reduce -6.5% 2,900 $952K
Physician Wealth Solutions Inc. 0.41% No change 2,896 $950K
LBMC Investment Advisors, LLC 0.06% Add +0.0% 2,895 $950K
Archer Investment Management, LLC 0.58% Reduce -0.5% 2,892 $949K
San Luis Wealth Advisors LLC 0.17% Reduce -0.8% 2,884 $946K
Hudson Capital Management LLC 0.26% Reduce -2.0% 2,880 $945K
S&co Inc. 0.06% No change 2,882 $945K
Checchi Capital Advisers, LLC 0.06% No change 2,878 $945K
Lee Danner & Bass Inc. 0.07% Add +1.8% 2,877 $944K
Ibex Wealth Advisors 0.09% Add +0.2% 2,873 $943K
Spreng Capital Management, Inc. 0.39% Reduce -14.7% 2,869 $942K
Sandbox Financial Partners, LLC 0.27% Add +13.2% 2,862 $939K
Abacus Wealth Partners, LLC 0.14% Add +12.1% 2,860 $939K
First Pacific Financial 0.13% Reduce -13.8% 2,854 $937K
Integrated Investment Consultants, LLC 0.16% Reduce -1.2% 2,851 $936K
Brooklyn Investment Group 0.13% No change 3,067 $930K
Addison Advisors LLC 0.22% Reduce -20.0% 2,832 $929K
Kaizen Financial Strategies 0.42% Reduce -7.5% 2,821 $929K
Tucker Asset Management LLC 0.28% Add +8.3% 2,820 $926K
Douglass Winthrop Advisors, LLC 0.02% Reduce -94.4% 2,816 $924K
Pointe Capital Management LLC 0.45% Add +0.1% 2,816 $924K
ZEGA Investments, LLC 0.21% Add +6.7% 2,815 $924K
Foster & Motley Inc. 0.05% Reduce -1.8% 2,813 $923K
Ruggaard & Associates LLC 0.34% Add +0.1% 2,808 $921K
Cathy Pareto & Associates, Inc. 0.69% Reduce -5.8% 2,807 $921K
Bay Capital Advisors, LLC 0.60% No change 2,806 $921K
New England Professional Planning Group Inc. 0.42% No change 2,804 $920K
Baxter Bros Inc. 0.11% Reduce -54.6% 2,801 $919K
Sterling Investment Advisors, Ltd. 0.18% Add +0.3% 2,798 $918K
Keeler Thomas Management LLC 0.42% New 2,797 $918K
All Terrain Financial Advisors, LLC 0.30% No change 2,792 $916K
American National Bank & Trust 0.09% Reduce -2.2% 2,789 $915K
Pennsylvania Capital Management Inc. 0.27% Reduce -18.2% 2,786 $914K
Orion Capital Management LLC 0.32% Reduce -58.2% 2,786 $914K
Carson Advisory Inc. 0.49% Reduce -1.1% 2,780 $912K
Cornerstone Wealth Advisors, Inc. 0.22% Reduce -0.5% 2,774 $910K
Emerald Advisors, LLC 0.12% No change 2,770 $909K
Kelleher Financial Advisors 0.23% Reduce -1.6% 2,764 $907K
Power Wealth Management LLC 0.33% Add +0.1% 2,762 $906K
Legacy Trust 0.18% Reduce -0.7% 2,761 $906K
Tilia Fiduciary Partners, Inc. 0.52% Reduce -3.3% 2,758 $905K
Certior Financial Group, LLC 0.61% New 2,754 $904K
Mountain Pacific Investment Advisers LLC 0.14% No change 2,751 $903K
Vision Capital Management, Inc. 0.11% Reduce -17.0% 2,745 $901K
Ifrah Financial Services, Inc. 0.23% Reduce -1.9% 2,734 $897K
BridgePort Financial Solutions, LLC 0.24% Reduce -14.6% 2,733 $897K
O'Connor Financial Group LLC 0.38% Reduce -1.4% 2,730 $896K
Capital Planning Advisors, LLC 0.12% Reduce -8.4% 2,730 $896K
Agate Pass Investment Management, LLC 0.34% Add +2.4% 2,723 $894K
Van Hulzen Asset Management, LLC 0.07% Add +4.3% 2,719 $892K
Bank of Marin 0.63% No change 2,708 $889K
Afg Fiduciary Services Limited Partnership 0.52% No change 2,698 $888K
Donor Advised Charitable Giving, Inc. 0.02% Add +0.0% 2,704 $887K
Pine Valley Investments Ltd Liability Co 0.05% Add +0.7% 2,697 $886K
Shared Vision Wealth Group LLC 0.37% No change 2,683 $882K
Evelyn Partners Asset Management Ltd 0.20% Reduce -30.2% 2,686 $881K
Miramar Capital, LLC 0.20% Reduce -20.6% 2,681 $880K
Intelligence Driven Advisers, LLC 0.12% Add +77.2% 2,671 $877K
Carmel Capital Partners, LLC 0.37% Reduce -0.8% 2,669 $876K
Investment Planning Advisors, Inc. 0.27% Reduce -1.5% 2,654 $871K
Ironwood Investment Counsel, LLC 0.13% Reduce -73.3% 2,647 $869K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +3.8% 2,647 $869K
Quest Investment Management LLC 0.09% Add +14.5% 2,646 $868K
Carnegie Lake Advisors LLC 0.33% No change 2,639 $866K
PAX Financial Group, LLC 0.16% Reduce -3.5% 2,638 $866K
Van Den Berg Management I, Inc. 0.22% Add +1.7% 2,635 $865K
Alliance Wealth Management Group 0.19% Reduce -1.4% 2,630 $863K
Towercrest Capital Management 0.14% Reduce -1.4% 2,630 $863K
Wealthspire Retirement, LLC 0.06% Reduce -48.8% 2,626 $862K
Earnest Partners LLC 0.00% Reduce -33.4% 2,625 $861K
Evolution Wealth Advisors, LLC 0.12% Reduce -6.2% 2,623 $861K
North Berkeley Wealth Management, LLC 0.68% Reduce -3.7% 2,622 $860K
Legacy Financial Group, Inc. 0.24% Reduce -0.2% 2,622 $860K
WP Advisors, LLC 0.22% Reduce -5.6% 2,616 $858K
WealthShield Partners, LLC 0.10% Reduce -5.1% 2,613 $858K
Fairfield, Bush & Co. 0.44% Reduce -12.8% 2,609 $856K
Wealth Advisors Northwest LLC 0.41% No change 2,585 $848K
Family Investment Center, Inc. 0.18% Add +0.2% 2,579 $846K
Gilliland Jeter Wealth Management LLC 0.26% Reduce -1.5% 2,564 $841K
Coppell Advisory Solutions LLC 0.09% Add +14.6% 2,569 $840K
Martel Wealth Advisors LLC 0.15% Reduce -1.0% 2,556 $839K
Stenger Family Office, LLC 0.17% Add +1.3% 2,486 $839K
Milestones Private Investment Advisors LLC 0.57% Add +0.3% 2,552 $838K
Ascentis Wealth Management, LLC 0.20% No change 2,552 $837K
Marietta Wealth Management, LLC 0.10% No change 2,544 $835K
Oregon Pacific Wealth Management, LLC 0.72% Reduce -4.1% 2,540 $834K
Triune Financial Partners, LLC 0.21% Add +3.0% 2,537 $833K
MidAtlantic Capital Management, Inc. 0.57% No change 2,535 $832K
M1 Capital Management LLC 0.36% Reduce -7.1% 2,533 $831K
Chico Wealth RIA 0.56% Reduce -0.4% 2,531 $831K
Kirtland Hills Capital Management, LLC 0.33% Add +226.7% 2,529 $830K
Delta Asset Management LLC 0.07% No change 2,529 $830K
D L Carlson Investment Group Inc. 0.14% Add +156.2% 2,526 $829K
RiverGlades Family Offices LLC 0.50% No change 2,505 $822K
Archford Capital Strategies, LLC 0.10% Add +14.3% 2,504 $822K
Southland Equity Partners LLC 0.17% Reduce -0.8% 2,500 $820K
Fishman Jay A Ltd. 0.07% No change 2,500 $820K
Stegner Investment Associates Inc. 0.45% No change 2,499 $820K
Fiduciary Wealth Partners, LLC 0.34% Add +177.0% 2,493 $818K
Greenwood Capital Associates LLC 0.09% Reduce -1.1% 2,492 $818K
Spirepoint Private Client, LLC 0.09% Reduce -1.3% 2,492 $818K
Davis Wealth Advisors, LLC 0.73% Add +1.3% 2,487 $816K
BlueStem Wealth Partners, LLC 0.09% Add +0.1% 2,487 $816K
Northwest Bancshares, Inc. 0.14% No change 2,483 $815K
Delta Financial Advisors LLC 0.23% Add +74.3% 2,482 $814K
Praetorian Wealth Management, Inc. 0.17% New 2,481 $814K
Lauer Wealth, LLC 0.60% Reduce -0.8% 2,476 $813K
Manchester Financial Inc. 0.16% Add +6.5% 2,476 $813K
Destination Wealth Management 0.02% Reduce -19.8% 2,472 $811K
Bienville Capital Management, LLC 0.15% No change 2,463 $811K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +1.4% 2,470 $810K
BCGM Wealth Management, LLC 0.21% Add +16.4% 2,465 $809K
Meridian Investment Counsel Inc. 0.20% Add +5.3% 2,462 $808K
Retirement Wealth Solutions LLC 0.53% Add +1.4% 2,457 $806K
Intrinsic Value Partners, LLC 0.65% Reduce -1.8% 2,456 $806K
HighMark Wealth Management LLC 0.35% Reduce -0.2% 2,454 $805K
Petra Financial Advisors Inc. 0.47% Add +0.2% 2,453 $805K
Outbound Financial Inc 0.66% Add +1.7% 2,452 $805K
Marco Investment Management LLC 0.06% Add +4.2% 2,450 $804K
Clearwater Capital Advisors, LLC 0.07% Reduce -0.2% 2,443 $802K
Elmwood Wealth Management, Inc. 0.28% No change 2,439 $801K
eCIO, Inc. 0.30% Reduce -3.7% 2,435 $799K
Thomasville National Bank 0.05% Add +1.0% 2,418 $794K
SJS Investment Consulting Inc. 0.11% Add +7.0% 2,418 $793K
Deutsche Bank AG 0.00% No change 2,415 $793K
Bridge Creek Capital Management LLC 0.22% Add +7.6% 2,410 $791K
Knightsbridge Asset Management, LLC 0.13% Add +26.4% 2,408 $790K
Marathon Strategic Advisors, LLC 0.63% Reduce -29.4% 2,404 $789K
Nixon Peabody Trust Co. 0.06% No change 2,399 $787K
Noesis Capital Mangement Corp. 0.12% Reduce -16.3% 2,394 $786K
Cypress Financial Planning LLC 0.24% Reduce -0.0% 2,384 $782K
Dopkins Wealth Management, LLC 0.33% No change 2,364 $776K
American Capital Advisory, LLC 0.36% Add +65.4% 2,363 $775K
Financial Perspectives, Inc 0.21% Reduce -0.3% 2,357 $773K
Elgethun Capital Management 0.14% No change 2,350 $771K
Meridian Financial Partners LLC 0.32% Add +7.4% 2,319 $769K
Oak Wealth Advisors LLC 0.45% Add +7.5% 2,341 $768K
Solutions 4 Wealth, Ltd 1.19% Add +34.5% 2,341 $768K
Net Worth Advisory Group 0.22% Reduce -65.9% 2,334 $766K
Harbour Trust & Investment Management Co 0.08% No change 2,322 $762K
Brown Financial Advisory 0.40% Reduce -0.9% 2,319 $761K
Kera Capital Partners, Inc. 0.11% Add +23.6% 2,317 $760K
Wise Wealth Partners 1.16% No change 2,315 $760K
Millennium Capital Advisors, LLC 0.46% New 2,310 $758K
Keystone Financial Services 0.23% Reduce -17.4% 2,309 $758K
Traction Financial Partners, LLC 0.47% Reduce -0.6% 2,307 $757K
Legacy Capital Group California, Inc. 0.19% Add +10.0% 2,299 $755K
Vishria Bird Financial Group, LLC 0.15% No change 2,299 $754K
Windsor Advisory Group, LLC 0.66% Reduce -6.2% 2,281 $749K
Prosperity Wealth Management, Inc. 0.25% Reduce -8.0% 2,275 $747K
Signature Resources Capital Management, LLC 0.41% Add +215.4% 2,274 $746K
Tobias Financial Advisors, Inc. 0.11% Add +0.1% 2,269 $745K
Parker Investment Management, LLC 0.10% Add +17.7% 2,266 $744K
Certus Wealth Management, LLC 0.45% No change 2,266 $744K
MilWealth Group LLC 0.18% No change 2,265 $743K
Crowley Wealth Management, Inc. 0.59% Add +26.7% 2,258 $741K
Brooks, Moore & Associates, Inc. 0.37% Add +1064.0% 14,771 $738K
Crabel Capital Management, LLC 0.66% Add +8.9% 2,247 $737K
Napa Wealth Management 0.34% No change 2,240 $735K
Alexander Labrunerie & Co., Inc. 0.27% Reduce -8.2% 2,239 $735K
Insight Advisors, LLC/ PA 0.11% Add +7.7% 2,227 $733K
Prostatis Group LLC 0.18% Add +32.6% 2,229 $732K
Bellevue Asset Management, LLC 0.34% Reduce -5.2% 2,227 $731K
Chancellor Financial Group WB LP 0.52% No change 2,225 $730K
Adamsbrown Wealth Consultants LLC 0.20% Add +4.8% 2,221 $729K
Pinnacle Wealth Management Group, Inc. 0.37% Reduce -0.5% 2,218 $728K
First County Bank 0.37% Reduce -2.2% 2,218 $728K
Apeiron RIA LLC 0.16% Add +0.4% 2,212 $724K
CPA Asset Management Group, LLC 0.28% Add +15.9% 2,206 $724K
Schwarz Dygos Wheeler Investment Advisors LLC 0.15% No change 2,203 $723K
Garden State Investment Advisory Services LLC 0.18% Add +1.1% 2,197 $723K
Barlow Wealth Partners, LLC 0.08% Reduce -4.4% 2,196 $722K
Andina Capital Management, LLC 0.41% Reduce -18.6% 2,195 $720K
Kanawha Capital Management LLC 0.05% Reduce -5.7% 2,189 $718K
Sonoma Private Wealth LLC 0.86% No change 2,187 $718K
Texas Capital Bank Wealth Management Services Inc 0.06% Reduce -44.8% 2,187 $718K
Baker Tilly Wealth Management, LLC 0.16% No change 2,186 $717K
Sharp Wealth Advisory, LLC 0.39% No change 2,182 $716K
Williams & Novak, LLC 0.55% Add +25.2% 2,179 $715K
Patten & Patten Inc. 0.04% Add +2.2% 2,178 $715K
Safeguard Investment Advisory Group, LLC 0.18% Reduce -0.5% 2,176 $714K
Strategic Wealth Partners, Ltd. 0.05% Add +12.1% 2,174 $713K
Smith Chas P & Associates Pa Cpas 0.06% Reduce -25.9% 2,172 $713K
Burk Holdings LLC 0.38% Add +75.5% 2,167 $711K
Ewa, LLC 0.20% Add +0.1% 2,166 $711K
Montecito Bank & Trust 0.11% — 2,165 $710K
WealthCare Investment Partners, LLC 0.23% Reduce -0.4% 2,154 $709K
McCarter Private Wealth Services LLC 0.36% No change 2,159 $709K
USA Financial Formulas 0.12% Reduce -17.1% 2,158 $708K
Richardson Financial Services Inc. 0.44% No change 2,158 $708K
Viawealth, LLC 0.39% Add +5.4% 2,156 $708K
Anson Capital, Inc. 0.53% Add +4.4% 2,155 $707K
Baldwin Wealth Partners LLC 0.05% No change 2,150 $706K
Hager Investment Management Services, LLC 0.38% No change 2,148 $705K
Able Wealth Management LLC 0.27% Reduce -13.5% 2,148 $705K
Strata Wealth Advisors, LLC 0.19% Reduce -11.4% 2,145 $704K
Vantage Investment Partners, LLC 0.05% No change 2,144 $704K
Ariadne Wealth Management, LP 0.31% No change 2,123 $700K
Family Office Research LLC 0.30% Add +0.2% 2,124 $697K
Accelerate Investment Advisors LLC 0.47% Reduce -42.6% 2,124 $697K
MKT Advisors LLC 0.26% Add +0.9% 2,114 $696K
Comprehensive Financial Consultants Institutional, Inc. 0.22% Reduce -20.1% 2,120 $696K
Mma Asset Management LLC 0.23% Add +1.7% 2,115 $694K
Curio Wealth, LLC 0.28% Reduce -6.6% 2,107 $691K
Nova R Wealth, Inc. 0.29% Add +2.8% 2,106 $691K
Ofc Financial Planning, LLC 0.68% No change 2,105 $691K
Cordatus Wealth Management LLC 0.16% No change 2,091 $686K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.11% No change 2,088 $685K
Flagstone Financial Management 0.18% Add +1.1% 2,087 $685K
Alpha Financial Partners LLC 0.44% Add +0.1% 2,080 $683K
Transcendent Capital Group LLC 0.30% Reduce -12.1% 2,076 $681K
Pinnacle Wealth Planning Services, Inc. 0.08% Reduce -5.7% 2,073 $680K
Lakeridge Wealth Management LLC 0.30% Add +0.6% 2,068 $679K
Planning Alternatives Ltd. 0.09% Reduce -5.5% 2,066 $678K
4J Wealth Management LLC 0.40% Add +1.5% 2,057 $675K
CPC Advisors, LLC 0.07% Reduce -8.7% 2,056 $675K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +0.5% 2,056 $675K
Lifeworks Advisors, LLC 0.09% Add +65.2% 2,052 $673K
Financial Security Advisor, Inc. 0.14% Add +0.3% 2,044 $673K
Penobscot Wealth Management 0.22% Add +0.3% 2,049 $672K
Oxler Private Wealth LLC 0.20% No change 2,049 $672K
Lafayette Investments, Inc. 0.13% Add +0.8% 2,049 $672K
Canal Capital Management, LLC 0.10% Add +2.3% 2,049 $672K
Elevated Capital Advisors, LLC 0.17% Add +24.0% 2,048 $672K
Alta Wealth Advisors LLC 0.24% Add +4.9% 2,041 $670K
Weaver Capital Management LLC 0.15% Add +0.1% 2,039 $669K
Sara-Bay Financial 0.19% Add +1.6% 2,039 $669K
Vestia Personal Wealth Advisors 0.36% Add +12.8% 18,279 $668K
Keystone Financial Group, Inc. 0.38% Add +10.3% 2,029 $668K
Atwood & Palmer Inc. 0.04% Reduce -20.4% 2,033 $667K
Towerpoint Wealth, LLC 0.27% Add +20.2% 2,032 $667K
Custos Family Office, LLC 0.38% Reduce -91.3% 2,030 $666K
Prosperity Financial Group, Inc. 0.24% Add +48.4% 2,028 $666K
Longview Financial Advisors LLC 0.38% Add +43.6% 2,025 $665K
Fagan Associates, Inc. 0.09% Reduce -24.1% 2,023 $664K
DF Dent & Co. Inc. 0.01% No change 2,015 $661K
Financial Consulate, Inc. 0.09% No change 1,991 $653K
First American Trust, FSB 0.05% No change 1,988 $652K
17 Capital Partners, LLC 0.35% Add +10.5% 1,986 $652K
Deltec Asset Management LLC 0.11% No change 1,983 $651K
Guardian Partners Inc. 0.06% No change 1,975 $650K
Legacy Financial Group LLC 0.09% Reduce -6.1% 1,979 $649K
Condor Capital Management 0.05% Reduce -2.2% 1,973 $648K
GPS Wealth Strategies Group, LLC 0.07% Reduce -1.9% 1,957 $642K
Red Crane Wealth Management, LLC 0.54% Add +0.3% 1,956 $642K
DiNuzzo Private Wealth, Inc. 0.07% Add +0.3% 2,014 $641K
SOA Wealth Advisors, LLC. 0.10% Reduce -3.8% 1,952 $641K
Fortis Capital Management LLC 0.09% Add +1.8% 1,950 $640K
Whitcomb & Hess, Inc. 0.16% No change 1,949 $640K
Alaska Wealth Advisors, LLC 0.08% Reduce -6.7% 1,942 $637K
Summit Wealth & Retirement Planning, Inc. 0.16% Add +25.4% 1,942 $637K
Affinity Wealth Management LLC 0.09% No change 1,940 $637K
Hilltop Partners LLC 0.19% Reduce -3.3% 1,939 $636K
Roman Butler Fullerton & Co. 0.17% Add +8.7% 1,882 $636K
Redhawk Wealth Advisors, Inc. 0.07% Add +0.1% 1,934 $635K
Chicago Wealth Management, Inc. 0.28% Add +0.5% 1,933 $634K
Vectors Research Management, LLC 0.20% Reduce -6.0% 1,930 $633K
Retirement Investment Advisors, Inc. 0.05% No change 1,929 $633K
Websterrogers Financial Advisors, LLC 0.19% No change 1,924 $632K
Apriem Advisors 0.06% Reduce -2.6% 1,923 $631K
True Link Financial Advisors, LLC 0.04% Reduce -3.5% 1,923 $631K
DDD Partners, LLC 0.04% Add +2.0% 1,921 $630K
Anchor Capital Advisors LLC 0.02% No change 1,920 $630K
HRC Wealth Management, LLC 0.31% No change 1,916 $629K
Inspirion Wealth Advisors, LLC 0.09% No change 2,218 $628K
Mason & Associates, LLC 0.16% No change 2,064 $627K
Grange Capital, LLC 0.60% Reduce -1.8% 1,906 $625K
New Insight Wealth Advisors 0.23% Reduce -0.3% 1,899 $623K
Aufman Associates Inc 0.35% No change 1,896 $622K
Taylor Hoffman Capital Management LLC 0.20% No change 1,893 $621K
Delta Investment Management, LLC 0.11% Add +0.3% 1,892 $621K
Seelaus Asset Management LLC 0.50% Add +0.2% 1,886 $619K
Northside Capital Management, LLC 0.06% No change 1,880 $617K
Platform Technology Partners 0.15% Reduce -0.6% 1,875 $615K
Claris Financial LLC 0.35% Reduce -2.1% 1,874 $615K
Geneva Partners, LLC 0.22% Add +0.2% 1,872 $614K
Northcape Wealth Management, LLC 0.18% No change 1,870 $614K
Alliance Wealth Advisors, LLC 0.14% No change 1,869 $613K
Destiny Wealth Partners, LLC 0.08% Add +0.1% 1,869 $613K
Westover Capital Advisors, LLC 0.11% Reduce -31.3% 1,867 $613K
Clarion Wealth Managment Partners, LLC 0.60% Add +0.1% 1,864 $612K
Attessa Capital LLC 0.36% No change 1,863 $611K
ERn Financial, LLC 0.12% Reduce -1.9% 1,858 $610K
Vista Investment Partners Ii, LLC 0.28% Reduce -29.0% 1,857 $609K
Amarillo National Bank 0.11% No change 1,856 $609K
PFC Capital Group, Inc. 0.26% Reduce -19.4% 1,855 $608K
Detalus Advisors, LLC 0.16% Reduce -20.8% 1,850 $607K
Tilson Financial Group, Inc. 0.20% Reduce -5.0% 1,844 $605K
Retirement Financial Solutions, LLC 0.19% Add +0.3% 1,843 $605K
Childress Capital Advisors, LLC 0.11% Reduce -1.6% 1,840 $604K
Legacy CG, LLC 0.17% No change 1,839 $604K
JT Stratford LLC 0.08% Add +4.0% 1,829 $600K
Broadleaf Partners, LLC 0.13% Add +1.7% 1,827 $600K
Significant Wealth Partners LLC 0.29% Add +0.3% 1,824 $599K
MinichMacGregor Wealth Management, LLC 0.12% Add +0.1% 1,816 $596K
Causey Wealth LLC 0.29% Add +10.5% 1,815 $596K
FFG Partners, LLC 0.16% Add +6.0% 1,803 $592K
Heartwood Wealth Advisors LLC 0.06% Add +63.7% 1,802 $591K
Centerpoint Advisors, LLC 0.18% Add +71.4% 1,800 $591K
Sterling Investment Management, LLC 0.35% Reduce -8.2% 1,800 $591K
Vantage Point Financial LLC 0.23% Reduce -9.4% 1,798 $590K
Bar Harbor Wealth Management 0.04% No change 1,795 $589K
Country Trust Bank 0.01% No change 1,795 $589K
Caerus Investment Advisors, LLC 0.24% New 1,794 $589K
Ariston Services Group 0.35% Add +18.0% 1,794 $589K
Chemistry Wealth Management LLC 0.11% Add +2.3% 1,791 $588K
Vertex Planning Partners, LLC 0.11% Reduce -0.3% 1,789 $587K
Ignite Planners, LLC 0.10% Reduce -2.9% 1,787 $586K
Figure 8 Investment Strategies LLC 0.52% Reduce -2.2% 1,783 $585K
Encompass Wealth Advisors, LLC 0.20% Add +9.1% 1,783 $585K
Financial Partners Group, Inc 0.07% Reduce -0.1% 1,780 $584K
Arkos Global Advisors 0.07% Add +9.5% 1,779 $584K
Coign Capital Advisors LLC 0.32% Add +0.1% 1,777 $583K
FWG Investments, LLC. 0.40% Add +61.0% 1,773 $582K
Red Mountain Financial, LLC 0.59% Reduce -0.2% 1,767 $580K
Stillwater Capital Advisors, LLC 0.07% New 1,763 $579K
Virtus Wealth Solutions LLC 0.11% Add +0.3% 1,758 $577K
Yardley Wealth Management LLC 0.32% No change 1,754 $576K
von Borstel & Associates, Inc. 0.09% New 1,719 $575K
Paradigm Capital Management, LLC 0.58% Reduce -5.4% 1,748 $574K
Chris Bulman Inc 0.29% Add +90.8% 1,748 $574K
RB Capital Management, LLC 0.12% Add +2.6% 1,748 $574K
Great Waters Wealth Management 0.07% Reduce -0.2% 1,748 $573K
Cannon Wealth Management Services, LLC 0.43% No change 1,746 $573K
Richard C. Young & CO., LTD. 0.05% Reduce -24.4% 1,745 $573K
Field & Main Bank 0.17% Reduce -3.1% 1,745 $573K
Norden Group LLC 0.06% Add +0.3% 1,744 $572K
Fusion Capital, LLC 0.17% Add +3.8% 1,700 $570K
Catalina Capital Group, LLC 0.35% Add +0.2% 1,738 $570K
Two Sigma Securities, LLC 0.08% New 1,737 $570K
Grantvest Financial Group LLC 0.39% Add +6.0% 1,736 $570K
Crane Advisory, LLC 0.09% Add +2.9% 1,722 $569K
Nvest Financial, LLC 0.33% Add +63.7% 1,735 $569K
Purus Wealth Management, LLC 0.18% Add +0.1% 1,732 $568K
Horizon Investment Services, LLC 0.21% Add +5.4% 1,731 $568K
Aspetuck Financial Management LLC 0.39% Reduce -5.5% 1,731 $568K
Financial Guidance Group, Inc. 0.25% Reduce -3.7% 1,731 $568K
Private Capital Management, LLC 0.05% Add +58.8% 1,729 $567K
Oak Harvest Investment Services 0.07% Add +5.0% 1,728 $567K
Johnson & White Wealth Management, LLC 0.26% Reduce -1.0% 1,728 $567K
Wayfinding Financial, LLC 0.24% Reduce -0.2% 1,719 $565K
Capital Investment Counsel, Inc 0.07% New 1,721 $565K
Investment Counsel Co. of Nevada 1.15% Add +0.1% 1,715 $563K
Arcataur Capital Management LLC 0.17% Reduce -2.8% 1,714 $562K
Indie Asset Partners, LLC 0.75% Reduce -1.0% 1,708 $561K
1ST Source Bank 0.03% Add +2.5% 1,706 $560K
Keebeck Wealth Management 0.07% No change 1,697 $558K
IPG Investment Advisors LLC 0.10% New 1,691 $556K
Mirador Capital Partners LP 0.08% Add +0.5% 1,696 $556K
Planning Center, Inc. 0.06% Reduce -6.8% 1,695 $556K
Innovative Wealth Building LLC 0.43% Add +3.4% 1,694 $556K
Quent Capital, LLC 0.05% Reduce -22.7% 1,692 $555K
Chilton Capital Management LLC 0.02% Add +11.7% 1,687 $554K
One Wealth Map LLC 0.29% Reduce -2.8% 1,650 $553K
Clarity Asset Management, Inc. 0.31% Add +0.1% 1,684 $553K
Headland Capital, LLC 0.15% Add +57.6% 1,680 $551K
Whitaker-Myers Wealth Managers, LTD. 0.12% Reduce -22.9% 1,677 $550K
Tectonic Advisors LLC 0.03% Reduce -2.6% 1,672 $549K
Sincerus Advisory, LLC 0.47% Reduce -0.1% 1,671 $549K
Retirement Systems of Alabama 0.00% No change 1,670 $548K
Mechanics Bank Trust Department 0.08% Reduce -30.6% 1,666 $547K
Headlands Technologies LLC 0.04% Reduce -38.8% 1,666 $547K
Lyell Wealth Management, LP 0.04% No change 1,663 $546K
SWAN Capital LLC 0.22% Reduce -3.0% 1,661 $545K
First Financial Bankshares Inc 0.01% Add +150.4% 1,660 $545K
Alpha Wealth Funds, LLC 0.45% Add +0.6% 3,408 $544K
Ervin Investment Management, LLC 0.31% Reduce -2.4% 1,656 $543K
Main Street Research LLC 0.03% Reduce -17.7% 1,652 $542K
Warren Street Wealth Advisors, LLC 0.16% Add +55.4% 1,649 $541K
Trust Co. of Oklahoma 0.16% Reduce -1.2% 1,647 $540K
Buska Wealth Management, LLC 0.16% Add +2.8% 1,641 $538K
Payne Capital Management, LLC 0.17% Reduce -18.5% 1,639 $538K
Meeder Advisory Services, Inc. 0.03% Reduce -16.3% 1,639 $538K
Horizons Wealth Management 0.37% Add +0.3% 1,636 $537K
Factor Wealth Management LTD 0.13% Add +0.1% 1,630 $535K
BCU Wealth Advisors, LLC 0.22% Add +0.2% 1,628 $534K
Arthur M. Cohen & Associates, LLC 0.09% Add +0.3% 1,627 $534K
Blue Barn Wealth, LLC 0.23% Reduce -4.6% 1,627 $534K
Great Oak Capital Partners, LLC 0.14% Add +60.9% 1,622 $534K
Shum Financial Group, Inc. 0.40% — 1,626 $534K
Conquis Financial LLC 0.50% No change 1,613 $531K
Kingstone Capital Partners Texas, LLC 0.31% Add +0.3% 1,615 $530K
Great Hill Capital LLC 0.44% — 1,615 $530K
Lauterbach Financial Advisors, LLC 0.27% Reduce -0.5% 1,613 $529K
Patten Group, Inc. 0.10% Reduce -11.3% 1,610 $528K
Palo Alto Wealth Advisors, LLC 0.15% Add +12.5% 1,573 $528K
Global Strategic Investment Solutions, LLC 0.05% Add +0.1% 1,608 $528K
Wealthgarden F.S. LLC 0.38% Reduce -4.4% 1,593 $527K
Beacon Financial Advisory LLC 0.12% Add +0.7% 1,605 $527K
Greykasell Wealth Strategies, Inc. 0.22% Reduce -1.2% 1,604 $526K
Waddell & Associates, LLC 0.04% Reduce -13.5% 1,600 $525K
Up Strategic Wealth Investment Advisors LLC 0.39% Reduce -5.2% 1,599 $525K
Opus Capital Group, LLC 0.06% Add +0.1% 1,596 $524K
Novare Capital Management LLC 0.04% Reduce -0.3% 1,591 $522K
Grey Fox Wealth Advisors, LLC 0.11% Add +0.5% 1,580 $520K
Integrated Capital Management, Inc. 0.36% Reduce -78.4% 1,583 $520K
MSH Capital Advisors LLC 0.14% Add +0.3% 1,577 $517K
Tactive Advisors, LLC 0.15% Reduce -0.9% 1,575 $517K
Evernest Financial Advisors, LLC 0.14% Add +126.3% 1,575 $517K
Oak Family Advisors, LLC 0.17% Add +6.6% 1,570 $515K
Fortress Financial Group, LLC 0.39% New 1,567 $514K
T. Rowe Price Associates Inc. 0.00% Reduce -6.8% 1,565 $514K
Retirement Guys Formula LLC 0.18% No change 1,565 $514K
apricus wealth, LLC 0.28% New 1,560 $512K
Fielder Capital Group LLC 0.12% No change 1,557 $511K
Maple Capital Management, Inc. 0.03% Add +26.7% 1,556 $511K
Chesapeake Asset Management LLC 0.45% No change 1,555 $510K
Cardinal Strategic Wealth Guidance 0.14% No change 1,553 $510K
Zullo Investment Group, Inc. 0.19% No change 1,551 $509K
Jackson Square Capital, LLC 0.11% Add +8.0% 1,546 $507K
Firethorn Wealth Partners, LLC 0.20% Reduce -0.3% 1,546 $507K
Note Advisors, LLC 0.30% New 1,543 $506K
Sachetta, LLC 0.19% Reduce -9.3% 1,542 $506K
AG Asset Advisory, LLC 0.42% Reduce -22.6% 1,542 $506K
Ethos Financial Group, LLC 0.04% Reduce -24.4% 1,522 $501K
Register Financial Advisors LLC 0.20% Add +0.1% 1,522 $500K
Newman Dignan & Sheerar, Inc. 0.11% Add +0.1% 1,521 $499K
Richard P Slaughter Associates Inc 0.11% Reduce -34.8% 1,521 $499K
Retirement Solution LLC 0.12% New 1,519 $498K
EnRich Financial Partners LLC 0.14% Add +0.1% 1,519 $498K
Darwin Wealth Management, LLC 0.16% Add +90.0% 1,518 $498K
1834 Investment Advisors Co. 0.06% Add +0.1% 1,515 $497K
Drake & Associates, LLC 0.10% Add +11.0% 1,488 $496K
Charter Research & Investment Group, Inc. 0.34% Reduce -3.8% 1,509 $495K
Chapman Financial Group, LLC 0.34% No change 1,509 $495K
1832 Asset Management L.P. 0.00% Add +2.4% 1,503 $493K
Spectrum Asset Management, Inc. (NB/CA) 0.17% No change 1,498 $493K
Collective Family Office LLC 0.12% No change 1,500 $492K
Delta Capital Management LLC 0.26% No change 1,500 $492K
Mezzasalma Advisors, LLC 0.13% Add +0.2% 1,493 $490K
Holderness Investments Co. 0.10% No change 1,493 $490K
Paragon Capital Management Ltd 0.09% Reduce -4.9% 1,492 $490K
Aviso Wealth Management 0.21% Reduce -3.1% 1,487 $488K
Stablepoint Partners, LLC 0.08% Reduce -0.1% 1,486 $488K
Brewster Financial Planning LLC 0.31% No change 1,481 $486K
Signet Investment Advisory Group, Inc. 0.23% Add +47.1% 1,480 $486K
Sittner & Nelson, LLC 0.18% Add +31.2% 1,472 $483K
Melone Private Wealth, LLC 0.22% Reduce -18.2% 1,471 $483K
Blue Fin Capital, Inc. 0.08% No change 1,470 $482K
Canandaigua National Bank & Trust Co. 0.04% No change 1,469 $482K
WESPAC Advisors, LLC 0.28% Add +0.1% 1,465 $481K
Taylor & Morgan Wealth Management, LLC 0.30% New 1,465 $481K
Elser Financial Planning, Inc 0.58% Reduce -22.9% 1,457 $481K
Endeavor Private Wealth, Inc. 0.15% New 1,460 $480K
M. Kraus & Co 0.13% Reduce -15.6% 1,455 $477K
Optivise Advisory Services LLC 0.28% Add +0.4% 1,448 $475K
Advisory Resource Group 0.09% Reduce -0.7% 1,447 $475K
North Point Portfolio Managers Corp. 0.08% Add +0.3% 1,443 $474K
Lynch & Associates 0.09% Add +0.1% 1,439 $472K
Private Client Services, LLC 0.16% No change 1,438 $472K
Abbot Financial Management, Inc. 0.20% Add +2.1% 1,436 $471K
Paragon Financial Partners, Inc. 0.30% Reduce -0.6% 1,433 $470K
W Advisors, LLC 0.25% Reduce -1.3% 1,433 $470K
Hartmann Taylor Wealth Management, LLC 0.34% Add +13.4% 1,430 $469K
Trillium Asset Management, LLC 0.01% No change 1,428 $469K
One Wealth Advisors, LLC 0.06% Add +1.0% 1,412 $463K
Leeward Financial Partners, LLC 0.13% Reduce -2.5% 1,410 $463K
Pillar Financial Advisors, LLC 0.29% No change 1,402 $460K
Ritter Daniher Financial Advisory LLC / DE 0.08% Add +0.1% 1,400 $459K
Rakuten Securities, Inc. 0.17% Reduce -27.8% 1,392 $457K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.1% 1,386 $456K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $455K
Costello Asset Management, INC 0.15% Reduce -7.5% 1,384 $454K
Seek First Inc. 0.33% Add +0.3% 1,383 $454K
Parcion Private Wealth LLC 0.03% No change 1,383 $454K
Arrow Financial Corp 0.05% No change 1,378 $452K
Mountain Capital Investment Advisors Inc. 0.08% Reduce -1.9% 1,373 $452K
Great Lakes Advisors, LLC 0.00% Reduce -5.4% 1,375 $451K
Principia Wealth Advisory, LLC 0.32% Add +7.1% 1,373 $451K
Sierra Summit Advisors LLC 0.07% Reduce -44.9% 1,371 $450K
Triangle Securities Wealth Management 0.10% No change 1,368 $449K
Jefferies Financial Group Inc. 0.00% Add +0.2% 1,362 $447K
Unified Investment Management 0.45% No change 1,361 $447K
McCollum Christoferson Group LLC 0.13% Add +3.8% 1,361 $447K
Riverbend Wealth Management, LLC 0.31% Reduce -0.2% 1,358 $446K
Aull & Monroe Investment Management Corp 0.23% No change 1,355 $445K
GoalFusion Wealth Management, LLC 0.21% No change 1,355 $445K
John G Ullman & Associates Inc. 0.06% No change 1,354 $444K
Midwest Capital Advisors, LLC 0.21% Reduce -1.9% 1,353 $444K
Vermillion & White Wealth Management Group, LLC 0.25% Add +2.0% 1,351 $443K
BankPlus Trust Department 0.12% No change 1,347 $442K
TrueWealth Advisors, LLC 0.12% Add +0.2% 1,346 $442K
Entrewealth, LLC 0.23% No change 1,346 $442K
Buck Wealth Strategies, LLC 0.06% Add +0.7% 1,345 $442K
Marshall Financial Group, LLC 0.09% Reduce -0.1% 1,345 $441K
Financial & Tax Architects, LLC 0.10% Reduce -97.8% 1,342 $440K
John W. Brooker & Co., CPAs 0.89% No change 1,341 $440K
Kellett Wealth Advisors, LLC 0.27% No change 1,339 $439K
Sollinda Capital Management LLC 0.12% Reduce -2.0% 1,337 $439K
Roth Financial Partners LLC 0.15% Add +11.5% 1,334 $438K
Convergence Financial, LLC 0.07% Reduce -1.9% 1,333 $438K
InTrack Investment Management Inc 0.26% No change 1,332 $437K
Burt Wealth Advisors 0.11% Reduce -0.8% 1,331 $437K
Sachem Hill LLC 0.09% Reduce -5.9% 1,329 $436K
Burton Enright Welch 0.07% Reduce -40.2% 1,319 $433K
Waterfront Wealth Inc. 0.09% Reduce -1.4% 1,316 $432K
Darrow Company, Inc. 0.20% No change 1,314 $432K
Prevail Innovative Wealth Advisors, LLC 0.08% Add +72.3% 1,316 $432K
Trust Co. of Toledo NA 0.04% Add +2.6% 1,314 $431K
Ring Mountain Capital, LLC 0.24% Reduce -10.3% 1,307 $429K
Stonebrook Private Inc. 0.09% Add +67.0% 1,304 $428K
Northern Financial Advisors Inc 0.22% New 1,303 $428K
Ehrenkranz Partners L.P. 0.37% — 1,298 $427K
Bell Investment Advisors, Inc 0.07% Add +19.3% 1,300 $427K
Ethic Inc. 0.01% Add +69.6% 1,299 $426K
Global Wealth Strategies & Associates 0.11% Add +4.6% 1,298 $426K
WJ Financial Advisors LLC 0.41% — 1,297 $426K
Schiavi & Co LLC 0.14% Reduce -11.1% 1,295 $425K
Leading Edge Financial Planning LLC 0.11% No change 1,295 $425K
Ellis Investment Partners, LLC 0.08% Reduce -11.9% 1,294 $425K
Mairs & Power Inc. 0.00% New 817 $425K
Axis Wealth Partners, LLC 0.25% No change 1,293 $424K
LCNB Corp. 0.15% Add +3.4% 1,293 $424K
Fulcrum Capital LLC 0.09% No change 1,291 $424K
Kessler Investment Group, LLC 0.18% New 1,287 $422K
Amplius Wealth Advisors, LLC 0.04% Reduce -72.3% 1,279 $420K
Peoples Bank 0.26% No change 1,273 $418K
Capital Investment Services of America, Inc. 0.04% Reduce -4.5% 1,270 $417K
WestHill Financial Advisors, Inc. 0.08% Add +0.5% 1,270 $417K
Vigilare Wealth Management 0.14% Reduce -1.6% 1,264 $415K
Dana Investment Advisors, Inc. 0.01% Add +5.4% 1,253 $411K
Dakota Community Bank & Trust NA 1.62% No change 1,250 $410K
AAF Wealth Management, LLC 0.19% Add +17.3% 1,249 $410K
Richardson Capital Management LLC 0.19% Add +0.2% 1,245 $409K
M Wealth Management, LLC 0.36% Add +0.2% 1,244 $408K
Sage Capital Management, LLC 0.18% Add +0.1% 1,242 $408K
Syntax Research, Inc. 0.26% Add +0.3% 1,238 $406K
Navalign, LLC 0.11% No change 1,231 $404K
Cranbrook Wealth Management, LLC 0.08% Add +41.8% 1,228 $403K
Laffer Tengler Investments, Inc. 0.08% New 1,226 $402K
Orin Green Financial, LLC 0.16% Add +13.9% 1,225 $402K
Epiq Partners, LLC 0.20% No change 1,221 $401K
Diversified Investment Strategies, LLC 0.26% No change 1,220 $400K
Wolff Financial Management LLC 0.09% Add +1.7% 1,218 $400K
City National Bank of Florida 0.26% Add +30.7% 1,209 $397K
Essex Investment Management Co. LLC 0.06% No change 1,206 $396K
Three Bridge Wealth Advisors, LLC 0.10% Add +17.4% 1,198 $394K
Parvin Asset Management, LLC 0.35% New 1,201 $394K
Bedell Frazier Investment Counselling, LLC 0.08% New 1,200 $394K
Comprehensive Financial Planning, Inc. 0.27% Add +0.2% 1,195 $392K
Camarda Financial Advisors, LLC 0.14% Reduce -43.8% 1,195 $392K
Nemes Rush Group LLC 0.04% Add +15.6% 1,195 $392K
Bond & Devick Financial Network, Inc. 0.12% No change 1,194 $392K
25 LLC 0.13% Reduce -1.4% 1,193 $392K
North Capital, Inc. 0.30% Add +0.4% 1,192 $391K
Montz Harcus Wealth Management LLC 0.17% Add +0.1% 1,191 $391K
Red Tortoise LLC 0.17% Add +0.2% 1,189 $390K
Bensler, LLC 0.04% Add +0.3% 1,188 $390K
Gould Asset Management LLC 0.07% Add +2.6% 1,185 $389K
Watchman Group, Inc. 0.09% Add +1.3% 1,184 $389K
Joule Financial, LLC 0.12% Add +9.2% 1,180 $388K
Commonwealth Financial Services, LLC 0.07% Add +4.9% 1,182 $388K
Voisard Asset Management Group, Inc. 0.09% No change 1,182 $388K
Saxony Capital Management, LLC 0.25% Add +22.8% 1,171 $384K
Optimum Investment Advisors 0.15% No change 1,169 $384K
Tribridge Partners Financial LLC 0.18% Add +0.3% 1,162 $383K
Compton Financial Group, LLC 0.09% No change 1,167 $383K
Northwest Financial Advisors 0.49% No change 1,166 $383K
Potentia Wealth 0.15% Reduce -43.7% 1,166 $383K
Goodman Financial Corp 0.07% Add +0.2% 1,165 $382K
Silvia McColl Wealth Management, LLC 0.26% No change 1,162 $381K
Retirement Planning Group, LLC / NY 0.28% New 1,155 $380K
Cambridge Capital Management, LLC 0.18% Add +0.3% 1,157 $380K
SPG Advisors LLC 4.36% Add +3.4% 1,155 $379K
Collier Financial 0.28% — 1,154 $379K
M. Kulyk & Associates, LLC 0.08% Reduce -25.9% 1,153 $378K
Kintra Wealth, LLC 0.21% Add +1.7% 1,153 $378K
Elevate Wealth Advisory, Inc. 0.27% Reduce -5.7% 1,146 $377K
J. Team Financial, Inc. 0.38% — 1,149 $377K
Chartist Inc. 0.26% — 1,144 $375K
Villere St Denis J & Co. LLC 0.04% No change 1,141 $374K
Advisor Resource Council 0.51% Reduce -64.5% 1,140 $374K
TFR Capital, LLC. 0.12% Add +26.0% 1,139 $374K
Walker Asset Management, LLC 0.21% No change 1,138 $373K
Castle Rock Wealth Management, LLC 0.08% Add +0.7% 1,132 $373K
Integrity Investment Advisors, LLC 0.25% Reduce -21.0% 1,135 $372K
Prestige Wealth Management Group LLC 0.07% Add +0.3% 1,132 $372K
Cowa, LLC 0.13% Add +1.2% 1,134 $372K
Wheelhouse Advisory Group LLC 0.16% Reduce -7.5% 1,133 $372K
Second Line Capital, LLC 0.08% No change 1,129 $372K
Clark Financial Services Group Inc. 0.20% Reduce -0.5% 1,130 $371K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $371K
Dominguez Wealth Management Solutions, Inc. 0.23% No change 1,126 $370K
Fairvoy Private Wealth, LLC 0.08% Add +63.2% 1,126 $370K
Seascape Capital Management 0.11% Reduce -2.0% 1,124 $369K
Alamar Capital Management, LLC 0.19% Reduce -0.4% 1,120 $369K
Mark Sheptoff Financial Planning, LLC 0.18% Add +0.1% 1,122 $368K
Rollins Financial Advisors, LLC 0.06% Add +0.2% 1,119 $367K
RKL Wealth Management LLC 0.03% Reduce -67.7% 1,116 $366K
Capital Squared Financial LLC 0.32% Reduce -2.3% 1,116 $366K
William Howard & Co Financial Advisors Inc 0.31% Add +4.1% 1,115 $366K
Strait & Sound Wealth Management LLC 0.14% Reduce -6.0% 1,114 $366K
MIdWestOne Financial Group, Inc. 0.04% No change 1,111 $365K
Guardian Financial Partners, LLC 0.15% Reduce -2.5% 1,111 $365K
Ruedi Wealth Management, Inc. 0.10% Reduce -78.5% 1,109 $364K
Vance Wealth, LLC 0.11% No change 1,102 $363K
Alteri Wealth LLC 0.12% Add +9.0% 1,102 $362K
Clientfirst Wealth Management, LLC 0.29% No change 1,100 $361K
CoreFirst Bank & Trust 0.20% No change 1,100 $361K
Flaharty Asset Management, LLC 0.05% Add +10.1% 1,094 $359K
Riverwater Partners LLC 0.15% No change 1,092 $358K
Chaney Capital Management, Inc. 0.13% No change 1,090 $358K
Charter Capital Management, LLC\DE 0.19% No change 1,089 $357K
Woodstock Corp. 0.03% No change 1,089 $357K
ProVise Management Group, LLC 0.03% Reduce -12.1% 1,087 $357K
Norris Perne & French LLP 0.02% Reduce -2.4% 1,086 $356K
Fort Washington Investment Advisors Inc. 0.00% No change 1,085 $356K
Wernau Asset Management Inc. 0.37% New 1,084 $356K
Opes Wealth Management LLC 0.06% Reduce -9.8% 1,084 $356K
Forte Asset Management LLC 0.17% No change 1,080 $355K
Ballast, Inc. 0.09% No change 1,080 $354K
Old Port Advisors 0.09% New 1,079 $354K
Ellsworth Advisors, LLC 0.08% New 1,078 $354K
Waterway Wealth Management, LLC 0.08% Reduce -52.0% 1,075 $353K
Glaxis Capital Management, LLC 0.59% New 1,075 $353K
Spectrum Planning & Advisory Services Inc. 0.20% Add +0.3% 1,073 $352K
Lummis Asset Management, LP 0.23% No change 1,073 $352K
American State Bank (Iowa) 0.18% No change 1,069 $351K
SWP Financial LLC 0.18% Reduce -3.6% 1,069 $351K
Your Advocates Ltd., LLP 0.12% No change 1,067 $350K
West Branch Capital LLC 0.09% Reduce -0.1% 1,066 $350K
Awm Capital, LLC 0.03% Reduce -18.3% 1,058 $348K
Robinson Smith Wealth Advisors LLC 0.25% Reduce -2.9% 1,059 $348K
Walker Financial Services, Inc. 0.13% No change 1,056 $347K
Rockport Wealth LLC 0.07% Add +9.6% 1,055 $346K
Morey & Quinn Wealth Partners, LLC 0.25% Reduce -1.2% 1,054 $346K
Plan A Wealth LLC 0.18% Reduce -0.1% 1,054 $346K
Fortem Financial Group, LLC 0.10% Add +0.7% 1,054 $346K
Core Wealth Partners LLC 0.16% No change 1,053 $346K
Private Wealth Asset Management, LLC 0.04% Reduce -53.5% 1,051 $345K
Schnieders Capital Management, Llc. 0.06% — 1,049 $344K
Carret Asset Management, LLC 0.03% New 1,045 $343K
GEM Asset Management, LLC 0.16% Add +0.5% 1,040 $343K
Invera Wealth Advisors, LLC 0.21% No change 1,040 $341K
Impact Partnership Wealth, LLC 0.05% New 1,037 $340K
FSB Premier Wealth Management, Inc. 0.11% Reduce -0.2% 1,029 $338K
Cadence Wealth Management LLC 0.18% Reduce -49.1% 1,028 $337K
Tepp RIA, LLC 0.38% Add +0.2% 1,027 $337K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -1.1% 1,023 $337K
Occidental Asset Management, LLC 0.04% Add +1.0% 1,025 $336K
Tranquility Partners, LLC 0.11% Reduce -3.9% 1,023 $336K
Souders Financial Advisors 0.04% New 1,022 $335K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Journey Beyond Wealth, LLC 0.27% Reduce -14.9% 1,017 $334K
Concorde Asset Management, LLC 0.14% — 1,012 $333K
Hobart Private Capital, LLC 0.07% No change 1,013 $332K
Godshalk Welsh Capital Management, Inc. 0.19% No change 1,006 $330K
Sugar Maple Asset Management, LLC 0.24% Reduce -4.7% 1,005 $330K
Bantamac Capital, LLC 0.25% No change 1,000 $328K
JBF Capital, Inc. 0.05% No change 1,000 $328K
Divergent Planning, LLC 0.09% Add +0.1% 992 $327K
Northstar Asset Management Inc. 0.09% No change 997 $327K
Rockland Trust Co. 0.01% New 997 $327K
Sims Investment Management, LLC 0.12% Add +6.0% 992 $326K
Abound Financial, LLC 0.13% No change 992 $326K
DDFG, Inc 0.08% Add +0.1% 991 $325K
Pinnacle Family Advisors, LLC 0.14% Reduce -1.0% 990 $325K
Kure Advisory, LLC 0.20% Reduce -13.2% 986 $324K
SkyView Investment Advisors, LLC 0.04% Add +23.8% 984 $323K
Pavion Blue Capital, LLC 0.14% Add +8.7% 983 $323K
Wisconsin Wealth Advisors, LLC 0.31% No change 979 $321K
Horizon Kinetics Asset Management LLC 0.00% Reduce -17.3% 978 $321K
Transce3nd, LLC 2.85% Add +74.3% 1,281 $319K
LifeSteps Financial, Inc. 0.20% Reduce -2.1% 972 $319K
Pacific Point Advisors, LLC 0.19% No change 970 $318K
West Wealth Group, LLC 0.07% Add +25.7% 968 $318K
Wealth Management Partners, LLC 0.10% No change 964 $316K
HMS Capital Management, LLC 0.13% No change 964 $316K
Mengis Capital Management, Inc. 0.06% No change 964 $316K
Wealth Forward, LLC 0.18% Reduce -61.8% 963 $316K
Cooper Financial Group 0.03% Reduce -91.2% 960 $315K
Spartan Planning & Wealth Management 0.25% Reduce -5.0% 958 $314K
JSF Financial, LLC 0.07% Reduce -24.4% 955 $314K
Stanley-Laman Group, Ltd. 0.04% Add +7.0% 954 $313K
Edge Wealth Management LLC 0.06% Reduce -6.8% 953 $313K
Peachtree Investment Partners, LLC 0.11% Reduce -69.4% 951 $312K
River Street Advisors LLC 0.12% No change 951 $312K
Eagle Harbor Asset Management Inc. 0.27% New 951 $312K
Cache Advisors, LLC 0.05% New 950 $312K
Cadent Capital Advisors, LLC 0.08% Reduce -0.4% 950 $312K
Cohen Investment Advisors LLC 0.15% Add +11.9% 949 $311K
Frisco Financial Planning LLC 0.27% Reduce -1.3% 948 $311K
Schrum Private Wealth Management LLC 0.23% Add +2.0% 947 $311K
G&S Capital LLC 0.11% Reduce -21.8% 946 $310K
Moller Wealth Partners 0.06% Add +0.2% 943 $309K
Cannon Advisors, Inc. 0.21% New 934 $309K
Revere Asset Management, Inc 0.12% Reduce -0.7% 941 $309K
Bearing Point Capital, LLC 0.05% Add +5.3% 941 $309K
Barnes Pettey Financial Advisors, LLC 0.17% Add +0.1% 940 $308K
Investmark Advisory Group LLC 0.13% Add +0.2% 936 $307K
Heritage Wealth Management, Inc./Texas 0.14% New 936 $307K
Golden Bell Financial Planning LLC 0.27% Add +12.4% 934 $307K
ZWJ Investment Counsel Inc. 0.01% Reduce -17.8% 933 $306K
FMB Wealth Management 0.13% No change 932 $306K
Black Swift Group, LLC 0.05% No change 932 $306K
Code Waechter LLC 0.20% Add +6.0% 932 $305K
Private Management Group Inc. 0.01% Reduce -1.9% 926 $304K
RPS Advisory Solutions LLC 0.15% New 925 $304K
Silver Lake Advisory, LLC 0.12% Add +0.3% 924 $303K
Ingalls & Snyder LLC 0.01% No change 919 $302K
Nicholas Wealth, LLC. 0.22% Reduce -17.6% 916 $301K
Paragon Advisors, LLC 0.08% Reduce -44.7% 911 $299K
Absher Wealth Management, LLC 0.04% No change 911 $299K
Provident Investment Management, Inc. 0.03% No change 910 $299K
Sutton Place Investors LLC 0.17% Reduce -0.4% 909 $298K
Rock Point Advisors, LLC 0.08% Reduce -7.7% 900 $295K
Pekin Hardy Strauss, Inc. 0.03% Add +1.6% 899 $295K
Ellenbecker Investment Group 0.04% Add +14.7% 897 $294K
Sloy Dahl & Holst, LLC 0.03% Reduce -0.9% 897 $294K
Valpey Financial Services, LLC 0.19% Reduce -3.5% 896 $294K
Zeit Capital LLC 0.20% Add +0.1% 895 $294K
Mechanics Financial Corp 0.11% No change 893 $293K
Dover Advisors, LLC 0.12% Reduce -7.1% 888 $292K
Future Financial Wealth Managment LLC 0.18% No change 888 $291K
Turtle Creek Wealth Advisors, LLC 0.03% No change 885 $290K
Centerpoint Advisory Group 0.23% Add +19.6% 884 $290K
Old North State Trust, LLC 0.18% Reduce -13.5% 884 $290K
Kiker Wealth Management, LLC 0.15% Reduce -5.4% 883 $290K
Eclectic Associates Inc. 0.05% Add +12.5% 883 $290K
Nicollet Investment Management, Inc. 0.09% No change 881 $289K
SK Wealth Management, LLC 0.11% Add +0.3% 874 $289K
Elyxium Wealth, LLC 0.10% Reduce -0.6% 877 $288K
Johns Hopkins University 0.02% Reduce -19.9% 875 $287K
Central Valley Advisors, LLC 0.09% No change 870 $286K
Two West Capital Advisors LLC 0.17% No change 854 $285K
Freedom Investment Management, Inc. 0.08% Reduce -38.9% 868 $285K
McGowan Group Asset Management, Inc. 0.04% No change 865 $284K
Heritage Trust Co 0.03% No change 864 $284K
Klingenstein Fields & Co. LP 0.01% No change 862 $283K
Granite Bay Wealth Management, LLC 0.07% Reduce -27.0% 862 $283K
Brian Low Financial Group, LLC 0.22% New 861 $282K
Sterling Financial Planning, Inc. 0.09% Add +23.9% 860 $282K
Tudor Financial Inc. 0.15% No change 859 $282K
CJM Wealth Advisers, Ltd. 0.09% New 859 $282K
Affinity Capital Advisors, LLC 0.04% Reduce -8.1% 849 $280K
Traub Capital Management LLC 0.28% Add +6.4% 852 $279K
Toth Financial Advisory Corp. 0.03% Add +855.1% 850 $279K
Wedgewood Investors Inc. 0.31% No change 850 $279K
Prudent Investors Network, Inc. 0.07% New 849 $279K
Olde Wealth Management, LLC 0.09% — 833 $278K
Kapstone Financial Advisors LLC 0.13% No change 845 $277K
Summit Wealth Group LLC / Co. 0.03% Reduce -92.5% 1,301 $276K
Alterna Wealth Management, Inc. 0.23% Reduce -2.1% 842 $276K
Arbor Capital Management Inc. 0.22% Reduce -7.8% 838 $276K
Valued Wealth Advisors LLC 0.13% No change 839 $276K
Financial Futures Ltd Liability Co. 0.13% No change 841 $276K
KKM Financial LLC 0.09% Reduce -4.7% 840 $276K
Roxbury Financial LLC 0.25% Add +0.1% 839 $275K
Sonoma Allocations LLC 0.10% — 844 $275K
Schulz Wealth, LTD. 0.18% Reduce -2.2% 838 $275K
Helium Advisors LLC 0.23% Reduce -78.7% 837 $275K
ROI Financial Advisors, LLC 0.16% Add +0.1% 833 $273K
Arjuna Capital 0.07% Reduce -0.7% 832 $273K
Pinkerton Wealth, LLC 0.03% Reduce -19.1% 832 $273K
Sunbelt Securities, Inc. 0.02% Reduce -2.6% 830 $272K
Heritage Family Offices, LLP 0.13% Add +1.4% 828 $272K
Stonebridge Financial Planning Group, LLC 0.10% New 827 $271K
Donaldson Capital Management, LLC 0.01% Reduce -6.8% 826 $271K
Harvest Investment Services, LLC 0.05% Add +1.5% 825 $271K
FSA Investment Group, LLC 0.17% Add +0.5% 821 $270K
Willis Investment Counsel 0.01% Reduce -3.2% 824 $270K
NFSG Corp 0.04% Add +13.2% 823 $270K
Meridian Management Co. 0.07% Reduce -1.1% 823 $270K
Rainey & Randall Wealth Advisors Inc. 0.04% New 819 $270K
Synergy Financial Group, LTD 0.18% Add +15.2% 818 $268K
Widmann Financial Services, Inc. 0.17% Reduce -3.8% 815 $267K
Riverbridge Partners LLC 0.00% Add +2.6% 815 $267K
Hibernia Wealth Partners, LLC 0.17% Reduce -51.0% 814 $267K
Keeler & Nadler Financial Planning & Wealth Management 0.10% New 814 $267K
SpringVest Wealth Management LLC 0.20% New 814 $267K
Schroder Investment Management Group 0.00% Reduce -7.4% 812 $266K
New Wave Wealth Advisors LLC 0.10% Reduce -3.4% 809 $266K
Finward Bancorp 0.20% Add +15.5% 811 $266K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.3% 809 $266K
Monarch Capital Management Inc. 0.07% Add +2.3% 806 $265K
Madison Park Capital Advisors, LLC 0.22% Reduce -3.6% 807 $265K
Auxano Advisors, LLC 0.06% Reduce -17.7% 806 $265K
Pin Oak Investment Advisors Inc. 0.19% No change 799 $263K
Hillcrest Wealth Advisors - NY, LLC 0.12% Reduce -11.1% 800 $263K
Orrstown Financial Services Inc. 0.04% No change 800 $263K
Compass Financial Services Inc 0.12% Add +0.4% 800 $262K
True Freedom Investing, LLC 0.09% No change 799 $262K
Garrett Wealth Advisory Group, LLC 0.05% Add +7.7% 799 $262K
Park Place Capital Corp 0.06% No change 798 $262K
Diligent Investors, LLC 0.07% Reduce -50.2% 797 $262K
McDonald Partners LLC 0.08% Add +3.0% 797 $262K
Laurel Wealth Planning LLC 0.14% No change 797 $262K
VELA Investment Management, LLC 0.08% New 797 $262K
Abich Financial Wealth Management LLC 0.09% — 796 $261K
Capstone Wealth Management Group LLC 0.17% Reduce -0.1% 794 $261K
Waycross Investment Management Co 0.27% New 792 $260K
John Boyer, Inc. 0.26% — 792 $260K
Spectrum Wealth Advisory Group, LLC 0.11% Add +0.4% 791 $260K
Ironwood Wealth Management, LLC. 0.09% Add +0.3% 790 $259K
Red Spruce Capital, LLC 0.11% Add +0.6% 789 $259K
Teamwork Financial Advisors, LLC 0.03% Reduce -17.3% 787 $258K
USAdvisors Wealth Management, LLC 0.09% New 789 $258K
Jackson Thornton Wealth Management, LLC 0.03% No change 777 $258K
Guerra Pan Advisors, LLC 0.16% No change 785 $258K
Gator Capital Management, LLC 0.07% No change 785 $258K
Sanchez Wealth Management Group 0.06% Reduce -2.4% 785 $257K
Lowe Wealth Advisors, LLC 0.09% No change 782 $257K
Sterling Investment Counsel, LLC 0.08% New 782 $257K
Insight Wealth Strategies, LLC 0.03% Add +0.1% 781 $256K
Solstein Capital, LLC 0.12% No change 781 $256K
Cordgrass Capital Advisors, LLC 0.06% Add +70.5% 781 $256K
Consilio Wealth Advisors, LLC 0.08% Add +0.1% 780 $256K
CCM Investment Advisers LLC 0.03% New 779 $256K
Idaho Trust Co 0.09% No change 779 $256K
Uncommon Cents Investing LLC 0.06% No change 778 $255K
DHJJ Financial Advisors, Ltd. 0.09% No change 775 $254K
Home Federal Bank of Tennessee 0.07% No change 774 $254K
Community Trust & Investment Co. 0.01% No change 774 $254K
Crumly & Associates Inc. 0.06% New 773 $254K
KilterHowling LLC 0.14% Add +0.3% 772 $253K
Balance Wealth Partners LLC 0.06% New 770 $253K
Matisse Capital 0.11% Reduce -22.6% 770 $253K
Dearborn Partners LLC 0.01% Reduce -14.8% 767 $252K
Callahan Advisors, LLC 0.02% Reduce -5.9% 765 $251K
Wharton Business Group, LLC 0.01% No change 765 $251K
Birch Hill Investment Advisors LLC 0.01% Reduce -9.0% 761 $250K
Summit Place Financial Advisors, LLC 0.12% Add +0.1% 761 $250K
waypoint wealth counsel 0.10% Add +12.1% 760 $249K
Missouri Trust & Investment Co 0.07% No change 758 $249K
Joseph P. Lucia & Associates, LLC 0.09% Add +4.1% 755 $248K
Watts Gwilliam & Co., LLC 0.04% No change 754 $248K
Tull Financial Group, Inc. 0.11% Reduce -23.0% 754 $247K
E&G Advisors, LLC 0.06% Add +2.3% 753 $247K
Milestone Asset Management, LLC 0.05% Reduce -32.5% 752 $247K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -2.6% 753 $247K
Williamson Legacy Group, LLC 0.19% No change 752 $247K
Oxinas Partners, LLC 0.13% Reduce -39.6% 751 $246K
Colonial Trust Co / SC 0.03% Reduce -3.2% 750 $246K
Correct Capital Wealth Management 0.05% Add +0.3% 748 $246K
Sightline Wealth Advisors, LLC 0.11% Reduce -0.8% 747 $245K
Shearwater Capital LLC 0.15% No change 747 $245K
Riggs Asset Managment Co. Inc. 0.05% No change 747 $245K
Mindset Wealth Management, LLC 0.07% No change 746 $245K
Prosperitas Financial LLC 0.10% No change 745 $244K
Farmers National Bank 0.06% No change 742 $244K
Evelyn Partners Investment Management Services Ltd 0.03% No change 742 $244K
New Harbor Financial Group, LLC 0.05% New 739 $243K
Torray Investment Partners LLC 0.03% Add +0.3% 739 $242K
Persium Advisors, LLC 0.18% No change 738 $242K
Brucke Financial, Inc. 0.14% Add +3.9% 720 $242K
KM Capital Management Ltd. 0.11% Add +0.1% 736 $242K
Mustard Seed Financial, LLC 0.16% No change 736 $242K
Hapanowicz & Associates Financial Services, Inc 0.11% Reduce -22.5% 733 $241K
Triton Financial Group Inc 0.16% Add +0.4% 732 $240K
Schmidt P J Investment Management Inc. 0.04% New 732 $240K
LVM Capital Management Ltd. 0.02% Add +1.7% 732 $240K
Berkshire Asset Management LLC 0.01% No change 728 $239K
Clifford Group, LLC 0.19% No change 728 $239K
Financial Life Advisors 0.08% No change 728 $239K
Core Wealth Advisors, Inc. 0.06% Reduce -11.1% 727 $239K
Braun Stacey Associates Inc. 0.01% Reduce -24.0% 727 $239K
Spectrum Financial Alliance Ltd LLC 0.06% Reduce -56.6% 726 $238K
CFM Wealth Partners LLC 0.03% Add +0.3% 726 $238K
Strategy Asset Managers LLC 0.04% No change 725 $238K
Future Fund LLC 0.08% No change 725 $238K
TCFG Wealth Management, LLC 0.09% New 722 $237K
Ardent Capital Management, Inc. 0.10% New 721 $237K
Kennedy Investment Group, Inc. 0.09% Add +0.3% 720 $236K
Blue Chip Partners, LLC 0.02% New 719 $236K
Argent Advisors, Inc. 0.07% Reduce -0.1% 719 $236K
RMG Wealth Management LLC 0.03% No change 716 $236K
Stewardship Advisors, LLC 0.06% No change 717 $235K
BlackDiamond Wealth Management, LLC 0.13% Reduce -4.3% 712 $234K
Buckhead Capital Management LLC 0.08% Add +1.0% 710 $233K
Excalibur Management Corp. 0.08% Reduce -6.3% 710 $233K
Ackerman Asset Management, LLC 0.17% Reduce -3.0% 709 $233K
Richards, Merrill & Peterson, Inc. 0.10% Reduce -2.1% 704 $231K
Warburton Capital Management, LLC 0.14% No change 702 $231K
Paces Ferry Wealth Advisors, LLC 0.10% No change 703 $231K
Trust Co of the South 0.04% New 703 $231K
Waller Financial Planning Group, Inc. 0.05% New 702 $230K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.34% New 700 $230K
Aventura Private Wealth, LLC 0.08% No change 699 $229K
Middleton & Co. Inc. 0.02% No change 697 $229K
SRH Advisors, LLC 0.07% Reduce -6.1% 696 $228K
MPS Loria Financial Planners, LLC 0.06% Add +2.2% 691 $227K
Townsend & Associates, Inc 0.02% No change 692 $226K
Marion Wealth Management 0.05% New 689 $226K
Lockerman Financial Group, Inc. 0.28% Reduce -5.1% 686 $225K
Navis Wealth Advisors, LLC 0.17% No change 686 $225K
Straight Path Wealth Management 0.06% No change 685 $225K
McGrath & Associates, Inc. 0.33% New 681 $223K
Uniting Wealth Partners, LLC 0.05% New 678 $223K
Mendel Money Management 0.09% No change 679 $223K
International Private Wealth Advisors LLC 0.14% New 678 $222K
Fortress Private Ledger, LLC 0.08% New 677 $222K
Redmond Asset Management, LLC 0.05% Add +0.3% 672 $221K
MA Private Wealth 0.04% No change 672 $221K
Rise Advisors, LLC 0.08% Add +0.3% 668 $219K
Gimbal Financial 0.13% Add +0.3% 668 $219K
Westwood Holdings Group Inc. 0.00% Reduce -11.3% 668 $219K
Core Wealth Management, Inc. 0.07% Reduce -1.3% 667 $219K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -2.1% 663 $218K
Shilanski & Associates, Inc. 0.06% No change 661 $218K
LGL Partners, LLC 0.09% No change 658 $217K
Oceanside Advisors LLC 0.14% New 660 $217K
First Merchants Corp. 0.01% No change 659 $216K
Integrity Wealth Advisors, Inc. 0.08% New 681 $216K
GGM Financial LLC 0.11% New 657 $216K
Vaughan David Investments LLC 0.00% New 653 $214K
Continuum Wealth Advisors, LLC 0.09% New 652 $214K
Forum Private Client Group LLC 0.08% Reduce -12.3% 652 $214K
Xcel Wealth Management, LLC 0.06% New 651 $214K
4Thought Financial Group Inc. 0.11% Add +0.3% 651 $214K
StrongBox Wealth, LLC 0.07% New 648 $213K
ShoreHaven Wealth Partners, LLC 0.08% New 645 $212K
Kickstand Ventures, Llc. 0.05% Reduce -4.9% 645 $212K
Aureus Asset Management, LLC 0.01% New 640 $210K
RMR Wealth Builders 0.02% New 635 $209K
Blossom Wealth Management 0.34% New 633 $208K
Invictus Private Wealth, LLC 0.01% Reduce -35.2% 631 $207K
LongView Asset Management LLC 0.14% Reduce -6.1% 630 $207K
Rezny Wealth Management, Inc. 0.05% Reduce -5.5% 630 $207K
Cottage Street Advisors LLC 0.09% Reduce -10.1% 630 $207K
Alternative Investment Advisors, LLC. 0.09% New 629 $206K
Mandatum Life Insurance Co Ltd 0.05% New 628 $206K
PMG Wealth Management, Inc. 0.16% New 629 $206K
Well Done, LLC 0.04% New 626 $205K
Meritas Wealth Management, LLC 0.10% New 626 $205K
Mann Financial Group, Inc. 0.20% — 625 $205K
Hall Capital Management Co. Inc. 0.08% New 625 $205K
Higgins & Schmidt Wealth Strategies LLC 0.10% New 622 $204K
Noble Family Wealth, LLC 0.04% New 622 $204K
Portside Wealth Group, LLC 0.03% New 615 $202K
HF Advisory Group, LLC 0.07% Reduce -86.0% 614 $202K
Trexquant Investment LP 0.00% Reduce -7.3% 613 $201K
Alhambra Investment Management LLC 0.10% New 610 $200K
Luken Investment Analytics, LLC 0.08% No change 610 $200K
Ssa Swiss Advisors AG 0.09% No change 611 $200K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 607 $199K
Evolution Advisers, Inc. 0.09% No change 39,187 $198K
Copia Wealth Management 0.15% Reduce -7.7% 603 $198K
Legacy Bridge, LLC 0.08% No change 600 $197K
Evelyn Partners Investment Management LLP 0.01% Add +179.1% 600 $197K
Wolff Wiese Magana LLC 0.11% No change 581 $191K
Mowery & Schoenfeld Wealth Management, LLC 0.32% No change 562 $184K
Stuart Chaussee & Associates, Inc. 0.04% No change 556 $183K
TOWER TRUST & INVESTMENT Co 0.12% No change 552 $181K
First Financial Corp. 0.07% No change 543 $178K
Central Pacific Bank - Trust Division 0.02% No change 537 $176K
Tower View Wealth Management LLC 0.09% Add +0.4% 530 $174K
Strengthening Families & Communities, LLC 0.04% New 519 $171K
Evergreen Private Wealth LLC 0.07% Reduce -5.1% 517 $170K
Wellington Shields Capital Management, LLC 0.02% No change 500 $164K
Creekmur Asset Management LLC 0.03% No change 480 $158K
one8zero8, LLC 0.03% Reduce -5.0% 480 $158K
Cheviot Value Management, LLC 0.02% Add +0.2% 459 $155K
Main Management LLC 0.01% Add +0.2% 469 $154K
Punch & Associates Investment Management, Inc. 0.01% Reduce -35.7% 443 $145K
Wellington Shields & Co., LLC 0.04% No change 430 $141K
Strategic Investment Advisors / MI 0.01% New 208,646 $137K
Nalls Sherbakoff Group, LLC 0.09% No change 412 $135K
Bay Harbor Wealth Management, LLC 0.04% Add +6.8% 408 $134K
Family Legacy Financial Solutions, LLC 0.10% Add +0.3% 408 $134K
Finley Financial, LLC 0.06% No change 405 $133K
Provident Wealth Management, LLC 0.04% No change 400 $131K
Nkcfo LLC 0.04% No change 400 $131K
Team Financial Group, LLC 0.06% Add +489.6% 395 $130K
Fortis Group Advisors, LLC 0.02% No change 389 $128K
Wallace Hart LLC 0.09% No change 384 $126K
Marquette Asset Management, LLC 0.02% No change 371 $122K
Activest Wealth Management 0.02% Add +30.9% 369 $121K
Winnacle Wealth LLC 0.09% New 357 $117K
Strategic Investment Solutions, Inc. 0.03% No change 351 $115K
Rock Creek Group LLC 0.01% New 348 $114K
Canton Hathaway, LLC 0.02% No change 340 $112K
Horizon Investments, LLC 0.00% No change 336 $110K
Omega Financial Group, LLC 0.04% New 330 $108K
Alpine Bank Wealth Management 0.01% No change 325 $107K
New England Capital Financial Advisors LLC 0.05% Add +102.5% 324 $106K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $105K
Gladwyn Financial Advisors, Inc. 0.07% Add +0.3% 316 $104K
Pandora Wealth, Inc. 0.06% No change 314 $103K
Ulland Investment Advisors, LLC 0.08% Add +5.7% 315 $103K
Ballast Advisors LLC 0.03% No change 310 $102K
Alexis Investment Partners, LLC 0.01% New 310 $102K
Gen-Wealth Partners Inc 0.03% Add +23.6% 309 $101K
Stephens Consulting, LLC 0.03% Reduce -47.4% 305 $100K
Legacies Wealth LLC 0.06% Reduce -3.8% 305 $100K
Resources Management Corp. /CT/ 0.01% No change 295 $97K
Financial Gravity Asset Management, Inc. 0.02% — 293 $96K
Tradewinds Capital Management, LLC 0.02% Add +0.7% 286 $94K
Truvestments Capital LLC 0.02% Add +69.7% 280 $92K
Rogco, LP 0.03% No change 278 $91K
Godsey & Gibb, Inc. 0.01% Reduce -9.9% 272 $89K
Whipplewood Advisors, LLC 0.06% No change 264 $87K
Motco 0.01% Reduce -11.3% 252 $83K
POM Investment Strategies, LLC 0.04% New 250 $82K
Ameritas Investment Partners, Inc. 0.00% Add +28.4% 249 $82K
2UniFi Bank 0.04% No change 240 $79K
MV Capital Management, Inc. 0.01% New 237 $78K
Pathway Financial Advisers, LLC 0.02% New 234 $76K
Flagship Wealth Advisors, LLC 0.03% Add +24.1% 232 $76K
Physician Wealth Advisors, Inc. 0.01% No change 225 $74K
Westend Capital Management, LLC 0.02% No change 220 $72K
Promus Capital, LLC 0.05% Reduce -40.6% 219 $72K
Viewpoint Capital Management LLC 0.03% No change 213 $70K
Mb, Levis & Associates, LLC 0.03% Add +8.8% 197 $65K
Mascoma Wealth Management LLC 0.01% No change 195 $64K
Pinney & Scofield, Inc. 0.04% Add +142.3% 189 $62K
Noble Wealth Management PBC 0.03% — 187 $61K
Arcadia Investment Management Corp. 0.01% No change 185 $61K
3Chopt Investment Partners, LLC 0.01% No change 181 $60K
Pineridge Advisors LLC 0.02% Reduce -1.1% 177 $58K
Glassy Mountain Advisors, Inc. 0.02% New 175 $57K
Hamilton Point Investment Advisors, LLC 0.01% No change 167 $55K
Friedenthal Financial 0.03% Add +0.6% 167 $55K
Duncker Streett & Co. Inc. 0.01% Add +6.5% 164 $54K
Wagner Wealth Management, LLC 0.01% No change 160 $53K
Vision Financial Markets LLC 0.04% Add +0.6% 160 $52K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 158 $52K
Clear Investment Research, LLC 0.07% New 156 $51K
Kilter Group LLC 0.02% Reduce -52.2% 154 $51K
KERR FINANCIAL PLANNING Corp 0.07% — 153 $50K
FWL Investment Management, LLC 0.01% No change 153 $50K
Anfield Capital Management, LLC 0.01% Add +2.7% 152 $50K
Evolution Wealth Management Inc. 0.05% Add +48.4% 141 $46K
Quantum Capital Management, LLC / NJ 0.01% Reduce -8.4% 141 $46K
Inlight Wealth Management, LLC 0.02% Add +3.1% 132 $43K
Urban Financial Advisory Corp 0.02% No change 131 $43K
Binnacle Investments Inc 0.03% No change 130 $43K
HFM Investment Advisors, LLC 0.02% Reduce -5.3% 126 $41K
Colony Family Offices, LLC 0.01% No change 123 $40K
Stone House Investment Management, LLC 0.01% No change 116 $38K
Valley Wealth Managers, Inc. 0.00% No change 110 $36K
1620 Investment Advisors, Inc. 0.02% No change 107 $35K
Raleigh Capital Management Inc. 0.01% No change 100 $33K
Mountain Hill Investment Partners Corp. 0.03% No change 100 $33K
Kozak & Associates, Inc. 0.01% No change 97 $32K
Wealth Preservation Advisors, LLC 0.02% Add +1.1% 96 $32K
Wealth Watch Advisors, INC 0.01% New 95 $31K
MTM Investment Management, LLC 0.01% No change 93 $31K
Clark Wealth Partners 0.02% No change 89 $30K
Investors Research Corp 0.01% Reduce -10.9% 90 $30K
Hazlett, Burt & Watson, Inc. 0.01% No change 84 $27K
Bernard Wealth Management Corp. 0.01% Add +5.3% 80 $26K
Bangor Savings Bank 0.00% No change 78 $26K
Tanglewood Legacy Advisors, LLC 0.01% No change 77 $25K
Hartford Financial Management Inc. 0.01% Reduce -44.9% 76 $25K
WPG Advisers, LLC 0.02% Add +7.1% 75 $25K
Ramirez Asset Management, Inc. 0.00% No change 75 $25K
Broadwater Capital Management LLC 0.02% Reduce -99.7% 72 $24K
Transamerica Financial Advisors, LLC 0.00% New 72 $24K
Barnes Dennig Private Wealth Management LLC 0.03% No change 71 $23K
JDM Financial Group LLC 0.01% Reduce -48.8% 64 $21K
Innovative Advisory Group, LLC 0.01% No change 63 $21K
Financial Network Wealth Advisors LLC 0.02% Reduce -45.0% 61 $20K
Hoey Investments, Inc. 0.00% Reduce -19.2% 59 $19K
Exchange Traded Concepts, LLC 0.00% Reduce -98.5% 59 $19K
Millstone Evans Group, LLC 0.01% Reduce -30.8% 45 $15K
PFS Partners, LLC 0.01% No change 42 $14K
Redmont Wealth Advisors LLC 0.02% No change 41 $13K
WestEnd Advisors, LLC 0.00% No change 40 $13K
Chelsea Counsel Co. 0.01% No change 36 $12K
Minot DeBlois Advisors LLC 0.01% No change 36 $12K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -62.4% 35 $11K
Wiser Advisor Group LLC 0.01% New 34 $11K
Perritt Capital Management Inc 0.01% Add +175.0% 33 $11K
PayPay Securities Corp 0.36% Add +3.3% 31 $10K
Financial Life Planners 0.01% New 30 $10K
Strategic Advocates LLC 0.00% New 26 $9K
Essential Partners LLC 0.00% No change 25 $8K
Jackson Hole Capital Partners, LLC 0.00% No change 23 $8K
Bank & Trust Co 0.01% No change 21 $7K
TCTC Holdings, LLC 0.00% No change 20 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -99.1% 18 $6K
Game Plan Financial Advisors, LLC 0.00% No change 17 $6K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.3% 17 $6K
Investment Research & Advisory Group, Inc. 0.00% No change 14 $5K
City State Bank 0.00% Reduce -77.6% 13 $4K
Cornerstone Planning Group LLC 0.00% Reduce -97.1% 21 $4K
Sequent Asset Management, LLC 0.00% Reduce -41.4% 2,273 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $4K
Hillsdale Investment Management Inc. 0.00% New 10 $3K
First Community Trust NA 0.00% No change 9 $3K
Turning Point Benefit Group, Inc. 0.00% New 7 $2K
Horizon Financial Services, LLC 0.00% New 7 $2K
Proathlete Wealth Management LLC 0.00% Add +20.0% 6 $2K
Gould Capital, LLC 0.00% Add +66.7% 5 $2K
Pflug Koory, LLC 0.00% Reduce -16.7% 5 $2K
Hughes Financial Services, LLC 0.00% No change 4 $1K
Carolina Wealth Advisors, LLC 0.00% New 1 $328
Morris Financial Concepts, Inc. 0.00% No change 1 $288
Silicon Valley Capital Partners 0.00% Reduce -95.0% 1 $281
Clean Yield Group 0.00% No change 1 $271

"% 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.