VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q4 2025 (December 31)
3,587holders +332
116new positions
64sold out
7famous investors
$326.32avg. 13F price*

At the end of Q4 2025, 3,587 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 332 from Q3 2025. 116 opened new positions and 64 sold out. The largest holders were Vanguard Group Inc. ($21.0B), Rakuten Investment Management, Inc. ($15.5B) and Betterment LLC ($8.4B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions116$505.6M
Exits64$400.2M

All 13F filers, Q3 2025 → Q4 2025: 17,323,037 shares bought and 11,837,376 shares sold, net +5,485,661 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,587 holders

Vanguard Group Inc. 0.30% Add +3.8% 62,622,049 $21.0B
Rakuten Investment Management, Inc. 52.31% No change 47,479,738 $15.5B
Betterment LLC 16.08% Reduce -2.4% 25,171,575 $8.4B
Wealthfront Advisers LLC 13.51% Add +0.9% 18,025,283 $6.0B
Bank of America Corp. 0.35% Add +1.7% 14,185,248 $4.8B
LPL Financial LLC 1.29% Add +2.0% 14,079,780 $4.7B
Morgan Stanley 0.28% Reduce -0.1% 13,792,394 $4.6B
WealthNavi Inc. 36.72% Add +0.3% 12,394,779 $4.2B
Northern Trust Corp. 0.42% Add +1.9% 9,712,922 $3.3B
Allworth Financial LP 11.70% Add +0.4% 8,495,987 $2.8B
HB Wealth Management, LLC 17.92% Add +1.1% 8,648,161 $2.8B
Creative Planning 1.46% Reduce -2.2% 6,067,010 $2.0B
Envestnet Asset Management Inc. 0.57% Reduce -0.9% 5,749,098 $1.9B
Ballentine Partners, LLC 26.65% Reduce -7.0% 5,658,856 $1.9B
Wells Fargo & Company 0.37% Add +0.0% 5,644,791 $1.9B
JPMorgan Chase & Co. 0.11% Reduce -3.4% 4,863,654 $1.6B
Forvis Mazars Wealth Advisors, LLC 30.72% Add +3.0% 4,852,437 $1.6B
UBS Group AG 0.27% Reduce -0.6% 4,065,748 $1.4B
Sequoia Financial Advisors, LLC 6.97% Add +1.9% 3,715,482 $1.2B
Nissay Asset Management Corp. /Japan 6.39% No change 3,663,005 $1.2B
Cetera Investment Advisers 1.19% Add +0.7% 3,252,250 $1.1B
Royal Bank of Canada 0.18% Add +3.2% 3,055,143 $1.0B
Raymond James Financial Inc. 0.31% Add +5.7% 3,013,092 $1.0B
National Mutual Insurance Federation of Agricultural Cooperatives 6.61% No change 2,686,800 $900.8M
Osaic Holdings, Inc. 1.29% Reduce -3.9% 2,633,443 $883.1M
Focus Partners Wealth 0.97% Add +44.5% 2,549,585 $854.8M
SCS Capital Management LLC 9.02% Reduce -1.0% 2,539,532 $851.4M
Savant Capital, LLC 4.62% Add +3.3% 2,421,782 $812.0M
Goldman Sachs Group Inc. 0.11% Reduce -0.2% 2,378,679 $797.5M
PNC Financial Services Group, Inc. 0.43% Reduce -4.2% 2,356,186 $790.0M
Commonwealth Equity Services, LLC 1.04% Reduce -9.1% 2,320,304 $777.9M
Facet Wealth, Inc. 13.14% Add +9.6% 2,164,451 $742.6M
Ameriprise Financial Inc. 0.17% Reduce -2.4% 2,184,878 $733.8M
HighTower Advisors, LLC 0.80% Add +0.1% 2,184,391 $732.4M
Brown Advisory Inc. 1.02% Add +14.9% 2,171,354 $728.0M
SBI Okasan Asset Management Co.Ltd. 39.40% — 2,113,640 $715.2M
Cambridge Investment Research Advisors, Inc. 1.84% Reduce -1.3% 2,079,849 $697.3M
US Bancorp \de 0.82% Reduce -0.9% 2,079,574 $697.2M
Bank of New York Mellon Corp 0.12% Reduce -2.0% 2,067,920 $693.3M
Mercer Global Advisors Inc. 1.05% Add +2.8% 2,052,515 $687.9M
Corient Private Wealth LP 0.88% Add +11.9% 1,934,322 $645.1M
Cerity Partners LLC 0.92% Add +9.7% 1,876,008 $629.0M
Mariner, LLC 0.71% Reduce -0.6% 1,788,055 $599.6M
Cambridge Associates LLC /Ma/ 9.47% Add +1.8% 1,726,016 $578.7M
Summit Financial, LLC 8.18% Add +1.1% 1,661,237 $557.0M
Empower Advisory Group, LLC 1.50% Add +6.1% 1,656,574 $555.4M
State of Tennessee, Department of Treasury 1.72% Add +0.6% 1,582,521 $539.0M
Patriot Investment Management Group, Inc. 31.23% Add +0.4% 1,469,102 $492.5M
Ritholtz Wealth Management 8.78% Add +4.3% 1,433,710 $480.7M
Provida Pension Fund Administrator 8.29% Reduce -27.4% 1,429,668 $479.3M
FMR LLC 0.02% Add +5.1% 1,362,317 $456.7M
Foster Group, Inc. 13.62% Add +1.0% 1,343,296 $450.4M
AQR Capital Management 0.22% Add +36.5% 1,226,403 $411.2M
Moss Adams Wealth Advisors LLC 29.69% Add +16.3% 1,221,479 $409.5M
Ieq Capital, LLC 1.20% Add +10.0% 1,197,664 $401.5M
Truepoint, Inc. 8.99% Reduce -1.4% 1,192,078 $399.7M
Sageworth Trust Co 16.53% Reduce -1.4% 1,151,030 $385.9M
Private Advisor Group, LLC 1.80% Reduce -1.8% 1,139,796 $382.1M
Symetra Investment Management Co 67.15% Reduce -1.4% 1,138,050 $381.6M
Prime Capital Investment Advisors, LLC 4.55% Reduce -5.7% 1,113,796 $373.4M
Vista Capital Partners, Inc. 36.69% Reduce -0.2% 1,108,737 $371.7M
Wealth Enhancement Advisory Services, LLC 0.50% Add +0.4% 1,082,504 $369.4M
Wealthcare Capital Management LLC 36.44% Reduce -3.9% 1,094,768 $367.0M
Rockefeller Capital Management L.P. 0.65% Add +11.8% 1,068,311 $358.2M
Plancorp, LLC 10.43% Add +10.2% 1,029,480 $345.2M
Assetmark, Inc. 0.70% Reduce -0.9% 1,020,316 $342.1M
Elm Partners Management LLC 15.15% Add +5.8% 996,018 $333.9M
Wealthspire Advisors, LLC 2.64% Reduce -50.9% 987,621 $331.1M
BlackRock, Inc. 0.01% Add +138.0% 977,006 $327.6M
Capstone Financial Advisors, Inc. 17.11% Add +1.4% 957,838 $321.1M
Bank of Montreal 0.13% Add +1.1% 943,855 $316.4M
Caprock Group, LLC 6.33% Add +1.7% 894,507 $299.9M
Baird Financial Group, Inc. 0.46% Add +8.4% 876,258 $293.8M
Gibson Capital, LLC 52.94% Reduce -1.6% 860,884 $288.6M
Lincoln National Corp. 8.04% Reduce -0.2% 820,567 $275.1M
Cresset Asset Management, LLC 1.17% Add +1.5% 819,717 $274.8M
Pathstone Holdings, LLC 1.04% Add +3.0% 807,309 $270.7M
Oxford Financial Group, LTD. LLC 14.67% Reduce -7.3% 795,893 $266.8M
Norinchukin Bank, The 3.09% Add +15.0% 790,500 $265.0M
Captrust Financial Advisors 0.50% Add +12.9% 789,011 $264.5M
First Business Financial Services, Inc. 24.29% Reduce -2.3% 788,902 $264.5M
Verus Financial Partners, Inc. 24.04% Reduce -0.0% 763,829 $261.3M
Quantinno Capital Management LP 0.52% Add +18.2% 777,828 $260.8M
Hardy Reed LLC 18.25% Add +0.4% 763,393 $255.9M
Northwestern Mutual Wealth Management Co. 0.16% Reduce -11.3% 761,488 $255.3M
Tiaa Trust, National Association 0.60% Reduce -5.5% 752,040 $252.1M
Rebalance, LLC 14.63% Reduce -0.8% 746,351 $250.2M
Beacon Pointe Advisors, LLC 1.75% Add +48.6% 742,991 $249.1M
Stifel Financial Corp. 0.22% Add +1.6% 734,559 $246.3M
West Virginia University Foundation, Inc 46.29% Add +55.2% 728,924 $244.4M
Truist Financial Corp. 0.33% Reduce -3.2% 725,519 $243.2M
N.E.W. Advisory Services LLC 17.87% Add +7.5% 720,637 $241.6M
Laird Norton Wetherby Trust Company, LLC 5.02% Add +434.8% 720,206 $241.5M
Vestmark Advisory Solutions, Inc. 3.24% Add +6.2% 715,133 $239.8M
Orion Porfolio Solutions, LLC 1.70% Add +1.4% 691,631 $231.9M
Apella Capital, LLC 4.56% Add +48.1% 688,831 $230.9M
Stephens Inc. 2.81% Reduce -3.7% 673,618 $225.8M
Trilogy Capital Inc. 10.05% Add +2.7% 670,274 $224.7M
Boston Standard Wealth Management, LLC 37.06% Add +0.5% 669,718 $224.5M
Cabot-Wellington, LLC 71.74% Reduce -1.0% 667,254 $223.7M
Jones Financial Companies LLLP 0.13% Add +15.8% 643,191 $215.7M
Evoke Wealth, LLC 4.08% Add +7.6% 632,468 $212.0M
Investure, LLC 11.75% Reduce -9.1% 626,608 $210.1M
Agf Management Ltd. 0.91% Reduce -2.6% 623,443 $209.1M
Allen Investment Management, LLC 2.22% Reduce -1.7% 598,163 $200.5M
SBI Securities Co., Ltd. 5.12% Reduce -1.1% 593,548 $199.0M
Constellation Investments, Inc. 6.08% Add +178.6% 587,923 $197.1M
Sei Investments Co. 0.19% Add +6.3% 585,375 $196.3M
Cardinal Point Capital Management ULC 12.75% Add +2.1% 581,804 $195.1M
Sendero Wealth Management, LLC 21.53% Add +2.2% 579,358 $194.2M
Envestnet Portfolio Solutions, Inc. 0.68% Add +2.9% 578,222 $193.9M
Kestra Advisory Services, LLC 0.79% Add +8.5% 572,413 $191.9M
Tanglewood Wealth Management, Inc. 17.33% Add +0.9% 563,822 $189.0M
Briaud Financial Planning Inc 45.45% Add +62.1% 550,273 $184.5M
Zhang Financial LLC 6.85% Reduce -0.4% 547,888 $183.7M
Oakwell Private Wealth Management, LLC 33.84% Add +4.7% 540,662 $181.3M
Chai Trust Co. LLC 15.61% Add +0.3% 540,160 $181.1M
Beacon Investment Advisory Services, Inc. 7.25% Add +0.7% 529,750 $177.6M
Moneta Group Investment Advisors LLC 1.34% Reduce -8.0% 527,290 $176.8M
Compass Ion Advisors, LLC 16.63% Reduce -0.4% 520,919 $174.6M
Glenmede Trust Co. NA 0.81% — 509,439 $170.8M
Joel Isaacson & Co., LLC 5.63% Add +2.2% 508,271 $170.4M
Topsail Wealth Management, LLC 24.95% Add +12.8% 508,061 $170.3M
Focus Partners Advisor Solutions, LLC 2.06% Reduce -23.7% 501,579 $168.2M
Legacy Private Trust Co. 9.78% Reduce -2.3% 494,894 $165.9M
AlTi Global, Inc. 3.54% Add +0.2% 492,560 $165.1M
Alps Advisors Inc. 0.95% Reduce -1.5% 486,187 $163.0M
Gallagher Fiduciary Advisors, LLC 5.23% Add +4538.5% 481,663 $161.5M
MML Investors Services, LLC 0.39% Add +2.2% 479,820 $160.9M
Beacon Wealthcare LLC 53.58% Reduce -1.0% 465,364 $156.0M
Cardiff Park Advisors, LLC 12.83% Add +0.3% 464,488 $155.7M
Diversified Portfolios, Inc. 12.80% Add +3.4% 458,478 $153.7M
Towneley Capital Management, Inc / DE 32.37% Add +0.3% 457,922 $153.5M
Lido Advisors, LLC 0.59% Add +1.2% 451,913 $149.0M
CoreCap Advisors, LLC 5.20% Reduce -6.9% 444,277 $149.0M
Wedmont Private Capital 5.03% Add +7.3% 425,885 $144.8M
First National Bank & Trust Co. of Newtown 26.51% Add +0.1% 431,347 $144.6M
Gleason Group, Inc. 13.82% Add +0.1% 420,303 $140.9M
NewEdge Advisors, LLC 0.51% Add +5.1% 420,148 $140.9M
Sage Mountain Advisors LLC 7.42% Add +0.7% 417,067 $139.8M
Roble, Belko & Company, Inc 18.31% Add +0.0% 416,656 $139.7M
D.A. Davidson & Co. 0.85% Reduce -24.7% 416,102 $139.5M
Golden Reserve Retirement LLC 25.65% Add +17.3% 414,424 $138.9M
D'Orazio & Associates, Inc. 17.49% Add +1.5% 408,161 $136.8M
CIBC Private Wealth Group LLC 0.23% Add +6.7% 404,365 $135.6M
MAI Capital Management 0.78% Add +2.2% 403,542 $135.3M
Citigroup Inc. 0.09% Reduce -50.7% 400,528 $134.3M
Equitable Holdings, Inc. 0.90% Add +3.4% 393,707 $132.0M
Revolve Wealth Partners, LLC 15.23% Reduce -1.2% 386,330 $129.5M
Astoria Strategic Wealth, Inc. 32.52% Add +0.2% 385,345 $129.2M
Financial Engines Advisors L.L.C. 0.24% Reduce -0.9% 382,593 $128.3M
Efficient Advisors, LLC 7.35% Reduce -2.4% 375,633 $125.9M
Avalon Advisory Group 50.75% Reduce -2.8% 370,979 $124.4M
Heck Capital Advisors, LLC 8.95% Reduce -1.7% 358,134 $120.1M
Wealthcare Advisory Partners LLC 2.34% Reduce -3.0% 355,564 $119.2M
Pinnacle Associates Ltd. 1.53% Reduce -1.3% 354,860 $119.0M
NewSquare Capital LLC 10.43% Reduce -10.7% 352,810 $118.3M
Seaside Wealth Management, Inc. 33.32% Add +0.5% 348,344 $116.8M
Alliancebernstein L.P. 0.04% Add +26.3% 346,176 $116.1M
BIP Wealth, LLC 4.07% Add +5.8% 344,071 $115.4M
Cliffwater LLC 24.21% Reduce -1.2% 344,018 $115.3M
GeoWealth Management, LLC 4.23% Add +0.1% 342,653 $114.9M
Landaas & Co. /Wi 25.18% Reduce -1.1% 341,318 $114.4M
Blair William & Co. 0.30% Add +16.0% 338,130 $113.4M
Lhm, Inc. 42.14% Reduce -13.5% 337,826 $113.3M
Bell Bank 4.79% Reduce -2.9% 333,970 $112.0M
TruWealth Advisors, LLC 5.44% Reduce -1.4% 331,634 $111.2M
Victory Capital Management Inc. 0.06% Reduce -3.3% 331,482 $111.1M
GM Advisory Group, LLC 4.34% Add +2.1% 330,625 $110.8M
Regions Financial Corp. 0.71% Add +6.8% 330,541 $110.8M
Parkwood LLC 9.39% Reduce -18.9% 329,545 $110.5M
Bank of Hawaii 5.44% Add +0.6% 328,228 $110.0M
Mission Wealth Management, LP 2.24% Reduce -5.5% 328,132 $110.0M
Omnia Family Wealth, LLC 32.34% Reduce -0.4% 326,639 $109.5M
Kinsale Capital Group, Inc. 18.16% No change 326,312 $109.4M
HRT Financial LP 0.34% Reduce -5.2% 324,216 $108.7M
CENTRAL TRUST Co 2.13% Reduce -1.0% 323,846 $108.6M
Segment Wealth Management, LLC 6.27% Add +0.1% 322,570 $108.1M
Zions Bancorporation, National Association 4.96% Reduce -1.3% 320,146 $107.3M
HUB Investment Partners, LLC 2.92% Reduce -1.6% 318,841 $106.9M
Busey Bank 2.80% Add +1.2% 317,120 $106.3M
Mather Group, Llc. 1.09% Add +153.3% 315,825 $105.9M
Waverly Advisors, LLC 0.86% Add +20.8% 315,628 $105.8M
Yarbrough Capital, LLC 3.25% No change 310,912 $104.2M
Rainwater Charitable Foundation 60.55% Add +7.5% 306,061 $102.6M
SAM Advisors, LLC 32.44% Reduce -1.7% 305,780 $102.5M
Modern Wealth Management, LLC 1.87% Add +2.5% 305,158 $102.3M
Merit Financial Group, LLC 0.82% Reduce -23.0% 305,016 $102.3M
Two Sigma Investments, LP 0.16% Reduce -51.0% 303,679 $101.8M
Eagle Capital Management LLC 0.31% New 300,316 $100.7M
Stash Investments, LLC 40.21% Add +4.3% 299,177 $100.3M
Bessemer Group Inc. 0.15% Add +15.2% 298,078 $99.9M
Composition Wealth, LLC 1.43% Reduce -1.3% 297,275 $99.7M
Brighton Jones LLC 3.65% Add +0.3% 295,388 $99.0M
Fifth Third Bancorp 0.31% Reduce -2.9% 287,504 $96.4M
Pinnacle Financial Partners, Inc. 0.72% — 285,723 $95.8M
AEGON USA Investment Management, LLC 85.77% Reduce -2.0% 284,368 $95.3M
Comerica Bank 0.38% Reduce -2.1% 283,195 $94.9M
KMT Wealth Management, LLC 50.79% Add +1.0% 283,018 $94.9M
Global Endowment Management, LP 11.79% Reduce -8.3% 281,603 $94.4M
First National Bank of Omaha 2.79% Add +1948.0% 279,269 $94.3M
Luminvest Wealth Management LLC 26.10% Add +8.0% 280,640 $94.1M
AMG National Trust Bank 2.18% Reduce -1.7% 276,015 $92.5M
GP Brinson Investments LLC 39.84% Reduce -2.8% 275,843 $92.5M
Cherrydale Wealth Management, LLC 27.69% Add +1.8% 272,130 $91.2M
Becker Capital Management Inc. 2.59% Add +1.4% 269,838 $90.5M
AllGen Financial Advisors, Inc. 21.41% Add +0.9% 269,236 $90.3M
GSG Advisors LLC 23.07% Reduce -0.1% 266,545 $89.4M
Basecamp Wealth Advisors LLC 19.03% — 266,429 $89.3M
Turim 21 Investimentos Ltda. 34.47% Reduce -0.1% 130,926 $89.3M
Sunesis Advisors, LLC 40.33% Reduce -1.9% 265,643 $89.1M
EP Wealth Advisors, LLC 0.45% — 258,572 $86.7M
Circle Wealth Management, LLC 1.33% Reduce -0.4% 258,479 $86.7M
TD Capital Management LLC 7.66% Add +1.3% 257,515 $86.3M
Garde Capital, Inc. 5.08% Add +1.6% 255,877 $85.8M
Regent Peak Wealth Advisors LLC 16.90% Reduce -0.0% 255,627 $85.7M
SYM FINANCIAL Corp 8.81% Add +1.2% 255,624 $85.7M
Litman Gregory Wealth Management LLC 6.13% Reduce -1.8% 249,749 $83.7M
LaSalle St. Investment Advisors, LLC 13.48% Add +4.8% 249,657 $83.7M
Baker Avenue Asset Management, LP 1.91% Add +5.3% 247,353 $82.9M
&partners 0.43% Add +104.4% 243,688 $81.7M
Haverford Trust Co 0.72% Add +2.1% 241,553 $81.0M
Shade Tree Advisors LLC 61.53% Add +1.8% 241,531 $81.0M
MorganRosel Wealth Management, LLC 20.07% Reduce -0.1% 239,227 $80.2M
Prospera Capital Management, LLC 40.30% Reduce -6.1% 238,231 $79.9M
Hassell Wealth Management, LLC 26.68% Reduce -2.6% 233,348 $79.8M
Wilmington Savings Fund Society, FSB 1.87% Reduce -1.6% 237,884 $79.8M
St. Louis Trust Co 9.10% Add +0.3% 236,631 $79.3M
Stratos Wealth Partners, LTD. 0.90% Reduce -2.9% 236,329 $79.2M
Northstar Group, Inc. 11.16% Add +2.3% 236,273 $79.2M
Hirtle & Co., LLC 3.05% Add +3.7% 236,180 $79.2M
Operose Advisors LLC 18.42% Reduce -1.7% 235,837 $79.1M
Jaffetilchin Investment Partners, LLC 4.62% Add +0.8% 235,463 $78.9M
Nadler Financial Group, Inc. 7.22% Reduce -1.3% 231,435 $77.6M
Bridgewater Advisors Inc. 4.94% Add +8.0% 224,852 $76.2M
Evensky & Katz LLC 4.28% Reduce -3.9% 226,168 $75.8M
Ellevest, Inc. 10.46% Add +2.6% 225,671 $75.7M
NewEdge Wealth, LLC 0.85% Add +84.0% 224,567 $75.3M
Twin Focus Capital Partners, LLC 8.68% Reduce -3.5% 224,527 $75.3M
Commerce Bank 0.41% Reduce -0.3% 223,742 $75.0M
Baker Ellis Asset Management LLC 9.00% Reduce -2.2% 223,174 $74.8M
Abacus Planning Group, Inc. 9.93% Add +0.3% 222,500 $74.6M
GuidedMoney, LLC 39.79% — 222,195 $74.5M
Janney Montgomery Scott LLC 0.17% Reduce -1.0% 220,930 $74.1M
WBH Advisory Inc. 5.33% Add +1.7% 214,675 $72.0M
Independent Order of Foresters 41.75% No change 213,865 $71.7M
ETF Portfolio Partners, Inc. 18.45% Add +0.9% 213,323 $71.5M
Morningstar Investment Management LLC 4.22% Reduce -2.7% 213,319 $71.5M
First Bank & Trust 11.63% No change 212,908 $71.4M
Libra Wealth LLC 19.82% Add +5.3% 211,271 $70.8M
Tidal Investments LLC 0.30% Reduce -72.4% 210,680 $70.6M
Park Avenue Securities LLC 0.60% Add +3.1% 210,575 $70.6M
Prentice Wealth Management LLC 16.11% Add +2.2% 210,219 $70.5M
Asset Allocation & Management Company, LLC 28.14% Add +8.0% 209,126 $70.1M
Choreo, LLC 0.89% Add +3.9% 207,438 $70.1M
Affiance Financial, LLC 11.19% Add +7.3% 207,374 $69.5M
Nicholas Hoffman & Company, LLC. 1.61% Add +11.2% 207,371 $69.5M
Unconventional Investor, LLC 32.63% Add +1.6% 204,898 $68.7M
Cwm, LLC 0.18% Reduce -6.0% 202,911 $68.0M
Bailard, Inc. 1.50% Reduce -1.9% 202,079 $67.8M
Cedar Wealth Management, LLC 20.16% Reduce -0.0% 201,060 $67.4M
Tanager Wealth Management LLP 6.66% Reduce -3.0% 198,899 $66.7M
Obsido Oy 40.68% Add +7.0% 197,497 $66.2M
Steward Partners Investment Advisory, LLC 0.36% Add +0.4% 194,223 $65.1M
Farther Finance Advisors, LLC 0.70% Add +15.4% 194,064 $65.1M
Obermeyer Wealth Partners 2.95% Add +79.7% 192,403 $64.5M
OneDigital Investment Advisors LLC 0.63% Reduce -4.2% 192,215 $64.4M
Arlington Trust Co LLC 6.56% Add +1.3% 191,875 $64.3M
Smith, Moore & Co. 4.78% Add +0.7% 188,350 $63.1M
Advisory Services Network, LLC 0.89% Add +41.5% 187,798 $63.0M
Winthrop Advisory Group LLC 5.33% Reduce -1.9% 187,759 $62.9M
Main Street Financial Solutions, LLC 4.71% Add +0.0% 187,545 $62.9M
Procyon Advisors, LLC 3.10% Reduce -0.2% 186,835 $62.6M
Hanover Advisors Inc. 24.27% Reduce -0.1% 186,480 $62.5M
Howe & Rusling Inc. 4.12% Add +2.7% 185,785 $62.3M
Clarius Group, LLC 3.55% Add +0.1% 185,545 $62.2M
Everhart Financial Group, Inc. 5.73% Reduce -9.1% 184,403 $61.8M
Wellspring Financial Advisors, LLC 4.88% Reduce -0.0% 6,172,054 $61.7M
North Star Asset Management Inc. 2.49% Add +1.2% 184,061 $61.7M
Pennington Partners & Co., LLC 24.02% Add +10.6% 178,792 $59.9M
Beacon Capital Management, LLC 9.27% Reduce -3.3% 178,298 $59.8M
Magnolia Wealth Management, LLC 35.34% Add +0.7% 176,424 $59.1M
WealthPlan Investment Management, LLC 3.76% Reduce -3.8% 176,127 $59.1M
Kearns & Associates LLC 30.27% Reduce -0.0% 174,771 $58.6M
Proffitt & Goodson Inc. 8.14% Reduce -1.5% 173,701 $58.2M
Manske Wealth Management 17.17% Add +0.3% 173,282 $58.1M
Pinnacle Wealth Management Advisory Group, LLC 3.98% Reduce -1.4% 172,387 $57.8M
Raffa Wealth Management, LLC 8.87% Add +2.3% 171,915 $57.6M
Modera Wealth Management, LLC 0.66% Reduce -1.2% 170,887 $57.3M
Greenline Partners, LLC 6.55% Reduce -0.3% 170,770 $57.3M
Johnson Financial Group, LLC 3.51% Reduce -6.3% 169,315 $56.8M
Arax Advisory Partners 1.65% New 169,215 $56.7M
Concurrent Investment Advisors, LLC 0.65% Add +13.9% 169,123 $56.7M
Choate Investment Advisors 1.11% Add +17.8% 168,906 $56.6M
Robertson Stephens Wealth Management, LLC 1.59% Reduce -5.8% 168,543 $56.5M
Invst, LLC 6.10% Add +1.3% 167,456 $56.1M
BostonPremier Wealth LLC 28.69% Add +2.8% 166,995 $56.0M
Taiyo Life Insurance Co. 4.76% No change 166,000 $55.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.83% Reduce -6.8% 163,722 $54.9M
a16z Perennial Management, L.P. 4.35% New 105,141 $54.8M
Evanson Asset Management, LLC 2.95% Reduce -1.1% 162,929 $54.6M
Tumwater Wealth Management, LLC 22.25% Add +0.3% 162,871 $54.6M
Wood Tarver Financial Group, LLC 15.25% Reduce -0.4% 161,984 $54.3M
Quaker Wealth Management, LLC 17.10% Reduce -12.0% 161,000 $54.0M
Atomic Invest LLC 30.33% — 159,552 $53.9M
Equita Financial Network, Inc. 16.18% Add +7.5% 160,138 $53.7M
Rwa Wealth Partners, LLC 0.59% Add +5.5% 160,026 $53.7M
Smith & Howard Wealth Management, LLC 12.23% Reduce -5.0% 159,468 $53.5M
Opus Investment Management Inc. 32.38% Add +1.0% 158,711 $53.2M
REAP Financial Group, LLC 10.78% Add +8.7% 158,259 $53.1M
Principal Securities, Inc. 0.82% Add +1.6% 157,844 $52.9M
Nuveen, LLC 0.01% Add +28.4% 157,379 $52.8M
Ashford Advisors, LLC 11.55% Add +0.2% 157,348 $52.8M
Bartlett & Co. Wealth Management LLC 0.69% Reduce -2.4% 157,268 $52.7M
Wrenne Financial Planning LLC 21.40% Add +3.5% 156,885 $52.6M
Level Wealth Management LLC 26.84% Add +1.2% 156,530 $52.5M
Family CFO Inc 23.25% Reduce -0.2% 155,086 $52.0M
Coldstream Capital Management Inc. 0.67% Add +10.6% 154,872 $51.9M
Aberdeen Wealth Management LLC 24.01% New 154,691 $51.9M
Allegiance Financial Group Advisory Services LLC 10.78% Add +5.6% 152,943 $51.3M
Flputnam Investment Management Co. 0.74% Add +1.0% 152,799 $51.2M
Linscomb Wealth, Inc. 2.13% Reduce -0.4% 151,159 $50.7M
JMG Financial Group, Ltd. 1.42% Reduce -2.6% 150,646 $50.5M
IFG Advisory, LLC 2.20% Add +3.0% 150,442 $50.4M
Altus Wealth Management, LLC 21.70% Reduce -1.0% 150,156 $50.3M
Parallel Advisors, LLC 0.92% Add +0.2% 149,456 $50.1M
Brooklyn FI, LLC 10.72% Add +7.8% 149,361 $50.1M
Baron Silver Stevens Financial Advisors, LLC 7.14% Add +0.9% 147,614 $49.5M
Principal Financial Group Inc. 0.03% Reduce -0.7% 147,101 $49.3M
Tide Cove Capital Partners LLC 33.98% Add +6.1% 143,404 $49.2M
Pure Financial Advisors, LLC 0.74% Add +0.4% 146,422 $49.1M
jvl associates llc 15.94% Reduce -0.3% 146,032 $49.0M
Diversified Trust Co. 0.90% Add +32.8% 145,901 $48.9M
Brookwood Investment Group LLC 5.81% Add +4.3% 143,955 $48.3M
Rosenberg Matthew Hamilton 9.99% Reduce -1.4% 143,911 $48.2M
J. R. Prunier Capital Management LLC 19.97% — 143,353 $48.1M
PFG Advisors 2.33% Reduce -3.2% 143,238 $48.0M
North Star Investment Management Corp. 3.01% Add +0.6% 143,019 $47.9M
Clearstead Advisors, LLC 0.60% Add +2.7% 141,815 $47.5M
Tennessee Valley Asset Management Partners 6.14% Reduce -0.2% 141,331 $47.4M
Independent Financial Group, LLC 1.05% Add +0.1% 139,773 $46.9M
Cypress Capital, LLC 13.08% Add +0.7% 139,276 $46.7M
Seeds Investor LLC 8.95% Add +0.3% 139,239 $46.7M
Red Wave Investments LLC 13.87% Reduce -0.4% 139,064 $46.6M
Optas, LLC 7.22% Add +20.8% 137,674 $46.2M
Gibson Wealth Advisors LLC 31.32% Add +2.0% 136,286 $45.7M
Nisa Investment Advisors, LLC 0.15% Add +60.2% 136,128 $45.6M
Pacific Center for Financial Services 11.63% No change 138,943 $45.6M
National Philanthropic Trust 0.45% Add +2.0% 135,611 $45.5M
Balentine LLC 1.72% Reduce -2.3% 135,570 $45.5M
Briggs Wealth Management, Inc 48.84% — 135,469 $45.4M
FRG Family Wealth Advisors LLC 7.03% Reduce -2.6% 135,037 $45.3M
Perigon Wealth Management, LLC 0.81% Add +13.2% 134,863 $45.2M
Michael & Susan Dell Foundation 1.56% New 134,575 $45.1M
Verus Advisory, Inc. 29.39% — 133,330 $45.0M
Prudent Man Advisors, LLC 16.36% Add +1.8% 133,725 $44.8M
Flagship Harbor Advisors, LLC 2.11% Reduce -0.5% 133,096 $44.6M
Wick Capital Partners, LLC 7.98% Add +4.3% 132,797 $44.5M
White Wing Wealth Management 26.45% Reduce -8.2% 132,176 $44.3M
O'Brien Wealth Partners LLC 5.80% Reduce -0.9% 130,797 $43.9M
BCM Advisors, LLC 8.37% Add +2.6% 128,275 $43.7M
VERITY Wealth Advisors 27.11% Reduce -1.8% 130,252 $43.7M
Mallini Complete Financial Planning LLC 38.62% Reduce -1.3% 129,757 $43.5M
Vise Technologies, Inc. 0.85% Add +228.1% 128,812 $43.2M
Capitol Family Office, Inc. 50.87% Add +1.9% 128,485 $43.1M
New England Private Wealth Advisors LLC 5.36% Add +0.8% 128,375 $43.0M
Valmark Advisers, Inc. 0.53% Add +2.4% 128,244 $43.0M
Integrated Wealth Concepts LLC 0.51% Reduce -34.8% 127,002 $42.6M
Lanham O'Dell & Company, Inc. 12.24% Add +57.3% 126,778 $42.5M
Cary Street Partners Financial LLC 1.04% Add +17.8% 125,790 $42.2M
CGN Advisors LLC 3.34% Reduce -0.5% 125,672 $42.1M
Franklin Resources Inc. 0.01% Add +76.8% 125,060 $41.9M
Telos Capital Management, Inc. 3.89% Reduce -0.9% 124,363 $41.7M
United Capital Financial Advisors, LLC 0.25% Add +4.4% 124,233 $41.7M
Penney Financial, LLC 16.05% Add +4.7% 124,072 $41.6M
Fifth Third Securities, Inc. 2.71% Reduce -0.6% 123,591 $41.4M
Gotham Asset Management 0.15% Add +2.9% 123,463 $41.4M
Annex Advisory Services, LLC 0.79% Add +0.8% 123,140 $41.3M
Morling Financial Advisors, LLC 12.96% Add +2.6% 122,594 $41.1M
Cozad Asset Management Inc. 3.17% Add +1.2% 122,059 $40.9M
Scissortail Wealth Management, LLC 9.29% Add +1.8% 121,510 $40.7M
Liberty Capital Management, Inc. 7.58% Reduce -1.6% 121,479 $40.7M
Sanctuary Advisors, LLC 0.22% Add +2.6% 121,390 $40.7M
Bfsg, LLC 3.95% Add +5.7% 121,148 $40.6M
Breakwater Investment Management 14.61% Add +0.4% 120,412 $40.4M
Keystone Financial Group 2.98% Reduce -3.1% 119,761 $40.2M
OLIO Financial Planning 11.17% Reduce -4.5% 118,730 $39.8M
Gross & Hartman Investments LLC 22.58% — 118,158 $39.6M
Sterling Wealth Management, Inc. 11.30% Reduce -0.6% 118,131 $39.6M
Chicago Partners Investment Group LLC 0.98% Add +10.7% 116,165 $39.6M
Natixis Advisors, LLC 0.06% Add +51.0% 117,904 $39.5M
Guardsman Private Capital Management, Inc. 31.43% — 117,623 $39.4M
RIA Advisory Group LLC 9.50% Add +18.1% 117,060 $39.2M
Connecticut Wealth Management, LLC 1.70% Add +60.5% 116,771 $39.1M
Leonard Rickey Investment Advisors P.L.L.C. 6.96% Add +2.3% 114,798 $38.5M
XY Planning Network, Inc. 6.70% Add +66.5% 114,709 $38.5M
First PREMIER Bank 8.77% Reduce -4.4% 114,105 $38.3M
M&T Bank Corp 0.12% Add +0.8% 113,690 $38.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.56% Reduce -0.1% 113,493 $38.1M
Gryphon Financial Partners LLC 4.07% Reduce -1.0% 113,430 $38.0M
One Degree Advisors Inc 10.31% Reduce -9.7% 111,870 $37.5M
BWM Planning, LLC 9.93% Add +10.9% 110,860 $37.2M
GenTrust, LLC 1.60% Reduce -2.1% 110,182 $36.9M
My Personal CFO, LLC 15.35% Add +40.9% 109,733 $36.8M
Manuka Financial, LLC 22.84% Add +1.7% 109,718 $36.8M
Weinberger Asset Management, Inc 13.20% Reduce -2.8% 109,209 $36.6M
Tudor Investment Corporation 0.21% Add +23.3% 108,792 $36.5M
Integris Wealth Management, LLC 8.28% Add +4.9% 108,525 $36.4M
Smithfield Trust Co 1.60% Add +0.0% 107,913 $36.2M
Atria Investments, Inc 0.41% Reduce -2.8% 107,823 $36.1M
Roundview Capital LLC 2.22% Add +1.2% 107,735 $36.1M
Compass Financial Group, INC 5.14% Reduce -4.0% 107,376 $36.0M
Annis Gardner Whiting Capital Advisors, LLC 6.82% Add +1.8% 107,374 $36.0M
Harbour Investments, Inc. 0.73% Add +1.6% 107,020 $35.9M
BBR Partners, LLC 1.92% Add +0.0% 106,707 $35.8M
Advyzon Investment Management, LLC 4.13% Add +10.6% 106,195 $35.6M
Foundations Investment Advisors, LLC 0.46% Add +10.1% 104,884 $35.2M
KCM Investment Advisors LLC 1.13% Reduce -3.7% 104,380 $35.0M
Skyline Advisors, Inc. 11.62% Add +1.2% 103,813 $34.8M
Pacific Park Financial, Inc. 21.70% — 103,661 $34.8M
Axos Invest Inc. 25.47% Reduce -27.9% 103,355 $34.7M
B&D White Capital Company, LLC 3.99% Reduce -12.4% 102,654 $34.4M
Chandler Asset Management, Inc. 5.45% Reduce -2.4% 102,635 $34.4M
David Kennon Inc 12.20% Reduce -0.8% 102,338 $34.3M
Bleakley Financial Group, LLC 0.60% Add +19.4% 102,319 $34.3M
Bush Investment Group, LLC 19.01% Reduce -1.0% 101,350 $34.0M
Jacobi Capital Management LLC 1.96% Add +2.4% 100,779 $33.8M
Blankinship & Foster, LLC 7.30% Reduce -2.5% 100,740 $33.8M
Sentinel Trust Co. Lba 3.33% Add +3.6% 100,729 $33.8M
Washburn Capital Management, Inc. 18.54% Add +0.4% 100,428 $33.7M
Beacon Financial Strategies CORP 18.75% Reduce -0.1% 100,140 $33.6M
Clarity Wealth Advisors, LLC 6.83% Add +1.1% 99,904 $33.5M
World Investment Advisors 0.55% Add +48.9% 99,246 $33.3M
CWA Asset Management Group, LLC 1.19% Add +4.3% 98,661 $33.1M
Global Retirement Partners, LLC 0.58% Reduce -4.7% 97,650 $32.7M
Foundation Wealth Management, LLC\PA 11.87% Add +25.3% 97,597 $32.7M
Frank, Rimerman Advisors LLC 2.07% Reduce -0.5% 97,509 $32.7M
Arkadios Wealth Advisors 0.64% Add +25.9% 96,334 $32.3M
Root Financial Partners, LLC 1.66% Add +1.2% 95,865 $32.1M
EverSource Wealth Advisors, LLC 1.18% Add +1.0% 95,759 $32.1M
AlphaCore Capital LLC 0.72% Add +28.8% 95,575 $32.0M
FSM Wealth Advisors, LLC 4.34% Add +4.1% 94,748 $31.8M
Aspiriant, LLC 0.91% Reduce -1.3% 94,392 $31.6M
Karpus Management, Inc. 0.97% Reduce -29.5% 94,356 $31.6M
Burns J W & Co. Inc. 3.49% Add +1.6% 94,098 $31.5M
HBK Sorce Advisory LLC 0.72% Add +0.6% 92,494 $31.5M
Midwest Trust Co 0.39% Add +2.4% 94,012 $31.5M
Kings Path Partners LLC 11.04% Add +1.4% 93,968 $31.5M
Clark Asset Management, LLC 3.27% Add +75.8% 93,891 $31.5M
Ashford Capital Management Inc. 3.50% Add +1.4% 93,827 $31.5M
Barrett & Company, Inc. 10.48% Add +2.9% 93,710 $31.4M
Clear Harbor Asset Management, LLC 2.14% Add +3.0% 93,448 $31.3M
Woodmont Investment Counsel LLC 1.96% Add +1.8% 93,385 $31.3M
Peak Financial Management, Inc. 8.05% Reduce -2.3% 93,095 $31.2M
Portfolio Strategies, Inc. 3.58% Reduce -2.3% 92,175 $30.9M
U.S. Capital Wealth Advisors, LLC 0.80% Add +2.2% 91,664 $30.7M
Keybank National Association 0.11% Add +1.5% 91,077 $30.5M
Mayport, LLC 6.13% Add +7.7% 90,787 $30.4M
Capital Advisors, Ltd. LLC 3.41% Reduce -13.7% 90,206 $30.2M
Roger Wittlin Investment Advisory, LLC 21.10% Reduce -19.2% 89,999 $30.2M
Wellington Management Group LLP 0.01% Add +4.3% 89,787 $30.1M
Prospera Financial Services Inc 0.49% Add +4.3% 89,650 $30.1M
Mutual Advisors, LLC 0.64% Add +3.5% 89,637 $30.1M
O'shaughnessy Asset Management, LLC 0.17% Add +12.8% 89,147 $29.9M
Caliber Wealth Management, LLC / KS 3.19% Reduce -10.2% 88,325 $29.6M
Allspring Global Investments Holdings, LLC 0.05% Reduce -3.0% 87,795 $29.5M
Amicus Financial Advisors, LLC 8.23% — 88,046 $29.5M
Axxcess Wealth Management, LLC 0.53% Add +79.6% 87,962 $29.5M
Crescent Grove Advisors, LLC 2.79% Add +0.5% 87,617 $29.4M
Principle Wealth Partners LLC 1.65% Add +3.8% 87,327 $29.3M
Washington Capital Management, Inc. 23.69% Add +5.1% 86,796 $29.1M
LJI Wealth Management, LLC 4.42% Add +3.1% 86,323 $28.9M
KOM Wealth Management Group, LLC 20.44% Add +2.3% 86,161 $28.9M
Venture Visionary Partners LLC 0.94% Reduce -1.4% 83,828 $28.7M
Great Diamond Partners, LLC 5.52% Reduce -3.3% 85,598 $28.7M
Great Valley Advisor Group, Inc. 0.55% Reduce -8.8% 85,534 $28.7M
Cooke Wealth Management, LLC 25.01% — 84,006 $28.6M
Benchmark Financial Wealth Advisors, LLC 8.21% Reduce -2.9% 85,361 $28.6M
Trellis Wealth Advisors LLC 11.15% Reduce -0.4% 85,063 $28.5M
Altiora Financial Group, LLC 4.91% Add +5.2% 84,947 $28.5M
Retirement Capital Strategies 10.52% Reduce -4.1% 84,653 $28.4M
National Bank of Canada 0.03% Add +965.5% 84,540 $28.3M
Ogorek Anthony Joseph /NY/ 7.76% Reduce -0.1% 84,179 $28.2M
VestGen Advisors, LLC 1.19% Reduce -83.9% 83,680 $28.1M
Satovsky Asset Management LLC 5.41% Add +2.6% 83,258 $27.9M
NorthRock Partners, LLC 0.47% Add +32.9% 83,144 $27.9M
Stone Loft Wealth Management LLC 26.07% — 82,870 $27.8M
Safe Harbor Family Capital, LLC 24.33% — 82,597 $27.7M
MRWM Advisors, LLC 14.79% Add +5.0% 82,190 $27.6M
Proficio Capital Partners LLC 1.91% Add +37.2% 81,262 $27.2M
Horizon Wealth Management, LLC 4.23% Add +2.1% 81,207 $27.2M
Precedent Wealth Partners, LLC 5.71% Reduce -0.4% 81,163 $27.2M
Latigo Investments, LLC 13.34% No change 80,845 $27.1M
Financial Architects, LLC 14.57% Reduce -1.8% 80,806 $27.1M
Carter Financial, LLC 23.84% — 80,598 $27.0M
Compound Planning, Inc. 0.80% Add +2.3% 80,576 $27.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.48% Reduce -9.4% 80,459 $27.0M
Cordant, Inc. 11.29% Add +1.7% 80,282 $26.9M
SVRN Asset Management, LLC 21.99% — 79,638 $26.7M
Northwest Wealth Management, LLC 4.19% Reduce -5.9% 79,431 $26.6M
Pine Ridge Advisers LLC 1.83% Reduce -28.4% 79,379 $26.6M
Financial & Tax Architects, LLC 5.93% Add +5766.6% 78,730 $26.4M
Firestone Capital Management 5.52% Reduce -0.1% 77,577 $26.0M
AdvisorNet Financial, Inc 1.38% Add +4.2% 77,046 $25.8M
Continuum Advisory, LLC 2.59% Reduce -2.8% 77,036 $25.8M
Sapient Capital LLC 0.36% Add +121.5% 76,302 $25.8M
Kestra Private Wealth Services, LLC 0.32% Add +3.1% 76,734 $25.7M
Gordian Advisors LLC 16.87% Reduce -2.2% 75,944 $25.5M
Vernal Point Advisors, LLC 10.50% Add +4.3% 75,916 $25.5M
Sound View Wealth Advisors Group, LLC 1.71% Reduce -2.5% 75,905 $25.4M
Kraft, Davis & Associates, LLC 5.69% Reduce -1.4% 74,199 $25.4M
Greenwood Gearhart LLC 1.39% Reduce -2.3% 75,278 $25.2M
NORTHSTAR ASSET MANAGEMENT Co 5.33% Add +1.0% 74,936 $25.1M
Aspen Grove Capital, LLC 4.36% Reduce -1.9% 74,924 $25.1M
Simon Quick Advisors, LLC 1.09% Reduce -0.4% 74,720 $25.1M
Mullooly Asset Management, Inc. 9.06% Add +5.5% 73,864 $24.8M
REDW Wealth LLC 9.41% Reduce -3.2% 73,652 $24.7M
Citadel Advisors 0.02% Reduce -29.0% 73,384 $24.6M
Apollon Wealth Management, LLC 0.43% Add +5.0% 73,273 $24.6M
Hollencrest Capital Management 0.85% Add +0.1% 73,196 $24.5M
Sound Portfolio Advisors, LLC 20.52% — 72,864 $24.4M
Shotwell Rutter Baer Inc 14.55% Add +2.1% 71,260 $24.2M
Lodestar Private Asset Management LLC 2.43% Add +2.5% 72,119 $24.2M
Seneschal Advisors, LLC 17.72% Reduce -2.1% 71,773 $24.1M
Clarity Wealth Development LLC 20.23% Add +6.0% 71,315 $23.9M
Cascade Investment Group, Inc. 15.95% Reduce -0.9% 71,271 $23.9M
HT Partners LLC 7.09% Reduce -0.1% 71,131 $23.8M
Cornerstone National Bank & Trust Co 9.50% Add +1.9% 71,029 $23.8M
Mesirow Financial Investment Management, Inc. 0.49% Reduce -10.6% 70,865 $23.8M
Reality Financial Planning Services, LLC 22.69% — 70,679 $23.7M
J.W. Cole Advisors, Inc. 0.57% Reduce -22.0% 94,342 $23.7M
Wealthcare Capital Partners, LLC 11.06% Add +0.8% 70,395 $23.6M
Pitcairn Wealth Advisors LLC 2.12% — 70,331 $23.6M
Cannon Financial Strategists, Inc. 3.27% Reduce -0.7% 70,083 $23.5M
Johnson Investment Counsel Inc. 0.19% Reduce -0.5% 69,982 $23.5M
Dakota Wealth Management 0.42% Add +29.9% 69,850 $23.4M
Define Financial, LLC 13.22% Add +2.1% 69,554 $23.3M
Geneos Wealth Management Inc. 0.57% Add +1.2% 69,522 $23.3M
Rockbridge Investment Management, LCC 2.16% Reduce -4.1% 69,310 $23.2M
Seven Mile Advisory 4.04% Add +2.7% 69,000 $23.1M
Pension & Wealth Management Advisors, Inc. 6.85% Reduce -4.6% 68,920 $23.1M
Mill Creek Capital Advisors, LLC 0.47% Reduce -2.8% 68,714 $23.0M
Renaissance Technologies 0.04% Add +662.9% 68,660 $23.0M
Aspect Partners, LLC 10.06% Add +11.2% 68,565 $23.0M
Bucket List Wealth Management, LLC 13.68% — 68,282 $22.9M
Potomac Fund Management Inc. 0.84% Add +12.4% 68,273 $22.9M
New England Asset Management Inc. 3.10% Reduce -9.9% 68,140 $22.8M
Ashton Thomas Private Wealth, LLC 0.55% Add +349.4% 67,359 $22.6M
Cresta Advisors, Ltd. 9.44% Add +0.6% 67,133 $22.5M
Raab & Moskowitz Asset Management LLC 4.89% Reduce -2.3% 66,560 $22.3M
Freestone Capital Holdings, LLC 0.66% Reduce -1.5% 66,436 $22.3M
Burrus Financial Services, Inc. 12.62% Add +43.1% 130,722 $22.2M
Dorsey & Whitney Trust CO LLC 1.17% Add +1.5% 66,149 $22.2M
Sageworth Trust Co of South Dakota 18.06% No change 65,957 $22.1M
ArchPoint Investors 5.23% No change 65,721 $22.0M
Flow Traders U.S. LLC 0.72% New 65,605 $22.0M
Industrial Alliance Investment Management Inc. 12.45% Reduce -1.1% 65,416 $21.9M
HighPoint Advisor Group LLC 0.48% New 65,366 $21.9M
Benjamin Edwards Inc. 0.24% Reduce -4.5% 64,764 $21.7M
W.H. Cornerstone Investments Inc. 12.96% Add +8.8% 64,097 $21.5M
Parisi Gray Wealth Management 4.86% Add +0.0% 63,814 $21.4M
Mgo One Seven LLC 0.43% Add +6.2% 63,457 $21.3M
Addis & Hill, Inc 12.88% Reduce -4.5% 63,402 $21.3M
Monument Group Wealth Advisors, LLC 11.57% Reduce -1.3% 63,317 $21.2M
Compass Advisory Group LLC 5.72% Add +0.5% 63,192 $21.2M
Essential Planning, LLC. 6.74% Add +9.1% 63,036 $21.1M
WealthCollab, LLC 8.64% Add +6.9% 62,989 $21.1M
Independence Bank of Kentucky 2.62% No change 62,744 $21.0M
Lexington Hill Partners, LLC 15.82% — 62,738 $21.0M
NBT Bank, N.A. 1.34% Add +121.7% 10,266 $20.8M
CX Institutional 0.62% Add +42.8% 61,923 $20.8M
Manning & Napier Advisors LLC 0.27% Add +12.4% 61,324 $20.7M
Fiduciary Trust Co 0.24% Reduce -3.9% 61,717 $20.7M
Callan Family Office, LLC 0.44% Add +8.4% 61,655 $20.7M
Summit Trail Advisors, LLC 0.36% Reduce -59.4% 61,638 $20.7M
Thoroughbred Financial Services, LLC 1.22% Add +12.9% 61,562 $20.6M
FineMark National Bank & Trust 0.64% Add +0.6% 61,524 $20.6M
Stokes Family Office, LLC 1.89% Reduce -2.5% 61,523 $20.6M
Glenview Trust Co 0.32% Add +4.0% 61,319 $20.6M
Quadrant Capital Group LLC 0.62% Reduce -0.1% 60,890 $20.4M
Plotkin Financial Advisors, LLC 9.94% Add +4.1% 60,755 $20.4M
Entrust Financial LLC 15.13% — 60,748 $20.4M
Thrivent Financial for Lutherans 0.04% Add +153.4% 60,509 $20.3M
Sigma Investment Counselors Inc. 1.03% Reduce -4.8% 60,528 $20.3M
BFI Infinity Ltd. 12.56% Add +3.6% 60,147 $20.2M
Trace Wealth Advisors, LLC 14.50% Reduce -0.3% 59,859 $20.1M
Almanack Investment Partners, LLC. 3.41% Reduce -0.1% 59,845 $20.1M
Ameritas Advisory Services, LLC 0.75% Reduce -7.0% 59,719 $20.0M
URS Advisory LLC 16.63% — 59,695 $20.0M
Magnolia Capital Advisors LLC 4.21% Add +14.5% 59,669 $20.0M
Silver Oak Securities, Incorporated 1.35% Add +1.4% 59,140 $20.0M
Susquehanna International Group, LLP 0.03% New 59,571 $20.0M
5th Street Advisors, LLC 9.31% Reduce -2.8% 59,463 $19.9M
Kingswood Wealth Advisors, LLC 0.96% Add +172.5% 59,183 $19.8M
Goldstone Financial Group, LLC 2.21% Add +2.3% 59,151 $19.8M
Capital Group Private Client Services, Inc. 0.31% Add +0.4% 58,931 $19.8M
Portland Global Advisors LLC 2.12% Add +6.7% 58,869 $19.7M
StoneX Group Inc. 0.86% Add +4.3% 58,818 $19.7M
Western Wealth Management, LLC 0.91% Add +30.0% 58,772 $19.7M
Cornerstone Wealth Group, LLC 1.34% Add +0.1% 58,644 $19.7M
Palisades Hudson Asset Management, L.P. 7.61% Add +0.0% 58,519 $19.6M
CreativeOne Wealth, LLC 0.47% Add +9.5% 58,381 $19.6M
Fairway Financial, LLC 14.76% Add +1.5% 58,322 $19.6M
McClarren Financial Advisors, Inc. 11.66% Add +9.6% 66,426 $19.5M
Forum Financial Management, LP 0.25% Add +170.9% 58,057 $19.5M
Westside Investment Management, Inc. 3.11% Reduce -1.0% 57,896 $19.4M
Applied Capital LLC 7.45% Add +0.3% 57,706 $19.3M
Ridge Creek Global, Inc 16.15% — 57,410 $19.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 18.01% — 57,258 $19.2M
VVR Holdings LLC 9.92% — 56,944 $19.1M
GAMCO Investors 0.18% Add +3.8% 56,910 $19.1M
WASHINGTON TRUST Co 0.62% Add +0.1% 56,869 $19.1M
Signaturefd, LLC 0.29% Add +1.9% 56,476 $18.9M
Angeles Wealth Management, LLC 1.04% Add +3.1% 56,306 $18.9M
Maryland Capital Advisors Inc. 6.39% Reduce -0.7% 56,289 $18.9M
Johnson Financial Group, Inc. 0.71% Reduce -0.3% 56,214 $18.8M
Long Island Wealth Management, Inc. 8.91% Add +0.1% 56,172 $18.8M
Dynamic Advisor Solutions LLC 0.60% Reduce -5.2% 56,106 $18.8M
Sard Wealth Management Group, LLC 10.32% Reduce -0.7% 56,067 $18.8M
SageView Advisory Group, LLC 0.63% Add +0.1% 55,999 $18.8M
Summit Financial Wealth Advisors, LLC 2.65% Add +12.0% 55,290 $18.5M
Coastline Trust Co 1.73% Reduce -2.2% 54,834 $18.4M
AA Financial Advisors, LLC 3.40% Reduce -1.1% 54,822 $18.4M
AE Wealth Management LLC 0.11% Add +21.3% 54,731 $18.4M
Comprehensive Financial Management LLC 0.55% Add +118.1% 54,691 $18.3M
Brookstone Capital Management 0.21% Add +13.2% 54,687 $18.3M
Meridian Wealth Management, LLC 0.64% Add +4.6% 54,563 $18.3M
Prosperity Advisers, LLC 15.09% — 54,526 $18.3M
IHT Wealth Management, LLC 0.44% Add +2.9% 54,388 $18.2M
Advisor OS, LLC 1.46% Reduce -3.5% 54,168 $18.2M
Cornerstone Wealth Management, LLC 0.94% Reduce -4.9% 54,065 $18.1M
MontVue Capital Management, Inc. 12.06% Reduce -0.8% 54,064 $18.1M
IFP Advisors, Inc 0.41% Add +57.7% 54,036 $18.1M
Bokf, NA 0.28% Add +7.5% 53,933 $18.1M
Foster Dykema Cabot & Partners, LLC 1.11% Reduce -2.3% 53,888 $18.1M
TCI Wealth Advisors, Inc. 0.99% Reduce -0.7% 53,625 $18.0M
Integrated Advisors Network LLC 0.79% Add +10.0% 53,389 $17.9M
Wilson & Boucher Capital Management, LLC 11.69% Reduce -1.0% 53,109 $17.8M
Tsfg, LLC 2.65% Reduce -13.9% 52,879 $17.7M
Fullerton Advisors, LLC 17.68% — 52,809 $17.7M
Gibraltar Capital Management, Inc. 3.00% Add +4.0% 52,630 $17.6M
Elwood & Goetz Wealth Advisory Group, LLC 3.10% Reduce -0.6% 52,568 $17.6M
Avion Wealth 3.69% Reduce -2.0% 52,512 $17.6M
Drucker Wealth 3.0, LLC 3.09% Reduce -2.7% 52,386 $17.6M
Legacy Financial Strategies, LLC 3.10% Reduce -9.2% 52,178 $17.5M
Atlantic Private Wealth, LLC 11.19% Reduce -4.8% 52,176 $17.5M
Davis R M Inc. 0.30% Reduce -5.5% 51,547 $17.3M
First Horizon Corp. 0.77% Add +0.1% 51,295 $17.2M
Bulwark Capital Corp 12.17% Add +5.3% 51,057 $17.1M
Semitam Bonam LLC 14.21% Add +3.0% 50,884 $17.1M
Ironwood Investment Management LLC 7.14% Add +6.1% 50,670 $17.0M
MJP Associates Inc. 2.12% Reduce -1.6% 50,479 $16.9M
Peterson Wealth Advisors, LLC 2.23% Reduce -4.9% 49,970 $16.8M
Basso Capital Management, L.P. 9.97% Add +3.3% 49,963 $16.8M
LifeGuide Financial Advisors, LLC 5.51% Reduce -1.8% 49,396 $16.6M
GFS Advisors, LLC 1.97% Reduce -0.5% 49,502 $16.6M
Conning Inc. 0.58% No change 49,266 $16.5M
Wesbanco Bank Inc. 0.45% Reduce -3.1% 48,882 $16.4M
JFS Wealth Advisors, LLC 0.92% Reduce -2.3% 48,848 $16.4M
Belpointe Asset Management LLC 0.59% Reduce -2.1% 48,768 $16.4M
Park National Corp. 0.51% Add +0.1% 48,689 $16.3M
Rothschild Wealth LLC 1.57% Reduce -1.9% 48,589 $16.3M
Carr Financial Group Corp 4.34% Reduce -2.3% 48,579 $16.3M
CRA Financial Services, LLC 2.13% Add +680.0% 48,576 $16.3M
Olistico Wealth, LLC 7.92% Reduce -0.7% 48,411 $16.2M
Strategic Blueprint, LLC 0.96% Reduce -7.0% 48,373 $16.2M
Coston, McIsaac & Partners 3.73% Reduce -3.1% 47,989 $16.1M
Argent Trust Co 0.55% Reduce -1.1% 47,919 $16.1M
Savvy Advisors, Inc. 0.52% Add +22.7% 47,798 $16.0M
Pine Harbor Wealth Management, LLC 4.91% Reduce -9.9% 47,773 $16.0M
New Covenant Trust Company, N.A. 14.43% Reduce -2.4% 47,572 $16.0M
Yousif Capital Management, LLC 0.17% Add +1.6% 47,650 $16.0M
Index Fund Advisors, Inc. 0.75% Add +0.2% 47,542 $15.9M
Warwick Investment Management, Inc. 2.45% Reduce -2.1% 47,508 $15.9M
Benningfield Financial Advisors, LLC 12.42% Add +1.3% 47,332 $15.9M
VSM Wealth Advisory, LLC 4.76% Reduce -0.9% 47,226 $15.8M
Headinvest, LLC 3.15% Add +2.1% 47,205 $15.8M
M Holdings Securities, Inc. 1.13% Add +63.9% 46,859 $15.7M
Seven Post Investment Office LP 5.62% Reduce -8.6% 46,856 $15.7M
XTX Topco Ltd 0.41% New 46,771 $15.7M
Bull Oak Capital, LLC 6.40% Add +1.8% 46,721 $15.7M
TD Waterhouse Canada Inc. 0.10% Reduce -3.0% 46,643 $15.6M
Chevy Chase Trust Holdings, LLC 0.04% Reduce -4.0% 46,610 $15.6M
Swisher Financial Concepts, Inc. 8.84% Add +3.0% 46,452 $15.6M
Independent Advisor Alliance 0.38% Add +3.8% 46,396 $15.6M
Next Level Wealth Planning, LLC 8.26% Add +0.0% 46,284 $15.5M
Associated Banc-Corp 0.40% Reduce -16.7% 46,273 $15.5M
Philip James Wealth Mangement, LLC 1.85% Add +0.9% 46,234 $15.5M
Harbor Investment Advisory, LLC 1.15% Add +2.0% 45,786 $15.4M
Pacific Capital Wealth Advisors, Inc. 2.63% Add +0.2% 45,783 $15.3M
Liberty Wealth Management LLC 1.98% Add +3.8% 45,750 $15.3M
Intelligent Financial Strategies 7.36% Reduce -7.4% 45,676 $15.3M
Ironsides Asset Advisors, LLC 3.87% Reduce -30.7% 45,510 $15.3M
Asset Management Group, Inc. 2.46% Reduce -0.5% 45,390 $15.2M
Abound Wealth Management 3.56% Add +4.4% 45,376 $15.2M
Great Lakes Retirement, Inc. 1.57% Add +31.1% 45,160 $15.1M
Berman McAleer LLC 2.07% Add +6.8% 45,138 $15.1M
Independence Asset Advisors, LLC 8.31% Add +0.6% 44,969 $15.1M
Citizens Financial Group Inc. 0.20% Reduce -17.3% 44,670 $15.0M
Glassman Wealth Services 2.02% Add +1.3% 44,643 $15.0M
Klingman & Associates, LLC 0.72% Reduce -3.1% 44,638 $15.0M
Chilton Investment Co. Inc. 0.31% Reduce -0.6% 44,514 $14.9M
Traphagen Investment Advisors LLC 1.22% Reduce -2.3% 44,327 $14.9M
Wedbush Securities Inc. 0.43% Add +47.7% 44,211 $14.8M
Federation des caisses Desjardins du Quebec 0.06% Add +0.0% 44,082 $14.8M
Fairview Capital Investment Management, LLC 0.76% Add +0.4% 43,893 $14.7M
Shelter Mutual Insurance Co 3.28% No change 43,850 $14.7M
Seldon Capital LP 5.08% Reduce -19.0% 43,798 $14.7M
Stonekeep Investments, LLC 9.38% Add +3.6% 43,742 $14.7M
Brown Brothers Harriman & Co. 0.08% Add +14.3% 43,730 $14.7M
Focused Alpha, LLC 4.31% — 43,728 $14.7M
Cascade Financial Partners, LLC 1.48% Reduce -12.4% 43,635 $14.6M
Nia Impact Advisors, LLC 4.90% No change 43,575 $14.6M
Cornerstone Management, Inc. 2.38% Reduce -13.6% 43,572 $14.6M
Stratos Investment Management, LLC 0.58% Add +3.8% 43,406 $14.6M
Sigma Planning Corp 0.40% Add +10.3% 43,308 $14.5M
First Hawaiian Bank 1.93% No change 43,350 $14.5M
Fayez Sarofim & Co 0.03% Reduce -0.3% 43,329 $14.5M
Dogwood Wealth Management LLC 6.39% Add +9.3% 43,305 $14.5M
Sandy Cove Advisors, LLC 4.29% Reduce -0.6% 43,194 $14.5M
Shayne & Jacobs, LLC 4.38% Reduce -5.4% 43,123 $14.5M
Oppenheimer & Co. Inc. 0.21% Reduce -4.0% 43,101 $14.5M
Stratos Wealth Advisors, LLC 0.70% Reduce -13.7% 43,079 $14.4M
Bradley & Co. Private Wealth Management, LLC 7.69% Reduce -0.2% 42,801 $14.3M
Aptus Capital Advisors, LLC 0.12% Add +1.6% 42,759 $14.3M
Caldwell Trust Co 1.27% Add +196.8% 42,454 $14.2M
Leavell Investment Management, Inc. 0.59% Reduce -0.6% 42,202 $14.1M
Greenspring Advisors, LLC 0.87% Add +122.2% 42,182 $14.1M
Trinity Financial Advisors LLC 3.94% Reduce -3.5% 42,058 $14.1M
Symmetry Partners, LLC 0.83% Reduce -35.6% 41,985 $14.1M
Avant Financial Advisors LLC 10.07% Add +4.3% 41,790 $14.0M
Azimuth Capital Investment Management LLC 0.50% Add +5.1% 41,760 $14.0M
Symphony Financial, Ltd. Co. 1.87% Add +32.4% 41,564 $14.0M
International Assets Investment Management, LLC 0.95% Add +6.2% 41,490 $13.9M
Estate Counselors, LLC 1.16% Reduce -30.6% 41,486 $13.9M
Delphi Financial Group, Inc. 7.05% Add +239.8% 41,400 $13.9M
Monograph Wealth Advisors, LLC 1.36% Add +8.3% 41,358 $13.9M
OneAscent Financial Services LLC 1.28% Reduce -3.9% 41,341 $13.9M
Clarity Capital Advisors, LLC 6.89% Add +1.9% 41,115 $13.8M
Ahara Advisors LLC 12.52% — 41,091 $13.8M
Lebenthal Global Advisors, LLC 2.12% Add +36.8% 41,038 $13.8M
Badgley Phelps Wealth Managers, LLC 0.25% Reduce -1.6% 40,991 $13.7M
Bradley Foster & Sargent Inc. 0.20% Reduce -1.3% 40,925 $13.7M
KLCM Advisors, Inc. 1.18% New 40,855 $13.7M
VPR Management LLC 6.09% No change 40,800 $13.7M
Ares Financial Consulting, LLC 13.02% — 40,772 $13.7M
Good Steward Wealth Advisors,LLC 9.02% Add +2.8% 40,769 $13.7M
Canopy Partners, LLC 4.45% Reduce -0.6% 40,760 $13.7M
UMB Bank, n.a. 0.18% Add +108.6% 40,662 $13.6M
GoalVest Advisory LLC 2.58% Reduce -0.1% 40,113 $13.4M
Regal Investment Advisors LLC 0.81% Add +11.2% 40,111 $13.4M
Intrepid Family Office LLC 12.90% Reduce -33.3% 40,000 $13.4M
Arta Finance Wealth Management LLC 6.81% — 39,820 $13.4M
Avior Wealth Management, LLC 0.42% Add +2.6% 39,804 $13.3M
Tortoise Investment Management, LLC 1.16% Add +0.1% 39,536 $13.3M
Sharper & Granite LLC 4.66% Reduce -0.2% 39,425 $13.2M
Downshift Financial, LLC 8.15% — 39,620 $13.2M
Waldron Private Wealth LLC 0.52% Add +1.4% 39,336 $13.2M
RFG Advisory, LLC 0.25% Reduce -6.2% 39,219 $13.1M
HMV Wealth Advisors, LLC 6.53% Reduce -0.2% 38,931 $13.1M
Perennial Investment Advisors, LLC 1.03% Reduce -4.0% 38,683 $13.0M
Culbertson A N & Co. Inc. 1.78% Reduce -1.8% 38,671 $13.0M
Pachira Investments Inc. 6.31% Add +10.4% 38,646 $13.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.32% Reduce -0.1% 38,580 $12.9M
Farnam Financial LLC 9.72% Reduce -5.5% 38,515 $12.9M
Blackston Financial Advisory Group, LLC 7.86% Reduce -3.2% 38,497 $12.9M
Wealth Alliance Advisory Group, LLC 2.21% Add +1.8% 38,431 $12.9M
Titleist Asset Management, LLC 1.04% Reduce -35.4% 38,425 $12.9M
NerdWallet Wealth Partners, LLC 5.77% Reduce -0.3% 38,420 $12.9M
Kingsview Wealth Management, LLC 0.19% Add +18.9% 38,407 $12.9M
Legacy Advisors, LLC 1.38% Add +126.2% 38,405 $12.9M
Webster Bank, N. A. 1.20% Reduce -5.8% 38,210 $12.8M
Chicago Capital, LLC 0.32% Add +0.3% 38,198 $12.8M
Valeo Financial Advisors, LLC 0.28% Add +0.8% 38,198 $12.8M
Sunpointe, LLC 4.24% Add +18.9% 38,128 $12.8M
Lantz Financial LLC 2.70% Reduce -1.2% 38,099 $12.8M
Ti-Trust, Inc. 7.89% Reduce -0.5% 38,097 $12.8M
Frazier Financial Advisors, LLC 7.50% Reduce -3.1% 37,795 $12.7M
Rinkey Investments 3.22% Add +6.0% 37,775 $12.7M
Great Point Wealth Advisors, LLC 2.30% Reduce -0.8% 37,624 $12.6M
Beaird Harris Wealth Management, LLC 0.87% Add +0.9% 37,460 $12.6M
Carnegie Investment Counsel 0.23% Add +18.5% 37,428 $12.5M
Ironwood Financial, llc 2.13% Add +4.7% 36,565 $12.5M
Cambient Family Office, LLC 1.79% — 37,352 $12.5M
Capital Square, LLC 6.37% Add +4.2% 37,259 $12.5M
Calder Financial LLC 12.14% — 36,894 $12.4M
Philadelphia Trust Co. 0.85% No change 36,865 $12.4M
Shufro Rose & Co. LLC 0.83% Add +17.0% 36,644 $12.3M
Kovack Advisors, Inc. 0.58% Add +48.0% 36,600 $12.3M
Auto-Owners Insurance Co 0.26% Add +74.3% 36,600 $12.3M
One Day In July LLC 1.00% Add +11.8% 36,418 $12.2M
Northland Capital Management LLC 6.83% Reduce -35.4% 36,390 $12.2M
Dunhill Financial, LLC 3.85% Add +1.4% 36,382 $12.2M
Diversify Advisory Services, LLC 0.39% Add +4.0% 35,656 $12.2M
Range Advisory, LLC 3.14% — 36,319 $12.2M
Cambridge Advisors Inc. 2.32% Reduce -2.1% 36,297 $12.2M
IRON Financial LLC 5.57% Add +0.2% 36,126 $12.1M
Certuity, LLC 0.76% Add +2.9% 35,851 $12.0M
Synergy Asset Management, LLC 1.25% Reduce -71.3% 35,821 $12.0M
Walter & Keenan Wealth Management LLC /in/ 3.21% Add +16.1% 35,754 $12.0M
FFT Wealth Management LLC 2.28% Add +0.1% 35,725 $12.0M
Osbon Capital Management LLC 11.21% — 35,722 $12.0M
Fiduciary Financial Group, LLC 1.69% Add +32.1% 35,693 $12.0M
Cypress Point Wealth Management, LLC 2.61% Reduce -6.7% 35,672 $12.0M
PFG Investments, LLC 0.56% Add +0.7% 35,622 $11.9M
Aerodigm Wealth, LLC 4.61% Reduce -5.2% 35,620 $11.9M
DAVENPORT & Co LLC 0.06% Add +6.8% 35,619 $11.9M
Modus Advisors, LLC 3.15% Reduce -0.5% 35,571 $11.9M
Partners in Financial Planning 2.02% Reduce -0.4% 35,535 $11.9M
Sonata Capital Group Inc. 4.30% Reduce -0.4% 35,531 $11.9M
Sherman Asset Management, Inc. 10.09% Add +2.2% 35,525 $11.9M
Burling Wealth Partners, LLC 1.85% Add +38.8% 35,505 $11.9M
Sax Wealth Advisors, LLC 0.56% Reduce -12.1% 35,392 $11.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.21% Reduce -1.6% 35,323 $11.8M
Confluence Wealth Services, Inc. 0.49% Reduce -1.6% 34,986 $11.7M
Financial Alternatives, Inc 6.79% Add +1.6% 34,837 $11.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 34,800 $11.7M
Highland Capital Management, LLC 0.58% Reduce -1.0% 34,621 $11.6M
Essex Financial Services, Inc. 0.66% Reduce -0.5% 34,584 $11.6M
Capital Analysts, LLC 0.32% Add +0.8% 34,536 $11.6M
WealthPLAN Partners, LLC 1.73% Reduce -5.9% 34,511 $11.6M
Level Four Advisory Services, LLC 0.38% Add +6.0% 34,482 $11.6M
Signature Estate & Investment Advisors LLC 0.23% Reduce -6.1% 34,442 $11.5M
Squire Investment Management Company, LLC 3.49% Add +10.9% 34,361 $11.5M
Brady Martz Wealth Solutions, LLC 2.03% No change 34,343 $11.5M
Trust Point Inc. 0.91% Reduce -0.1% 34,339 $11.5M
Krilogy Financial LLC 0.39% Add +13.0% 33,458 $11.4M
Emprise Bank 4.69% Reduce -0.3% 33,679 $11.3M
WFA of San Diego, LLC 8.27% Reduce -3.0% 33,640 $11.3M
CWS Financial Advisors, LLC 3.05% Reduce -1.9% 33,541 $11.2M
GC Wealth Management RIA, LLC 0.41% Reduce -5.4% 33,521 $11.2M
Evermay Wealth Management LLC 1.26% Reduce -2.4% 33,459 $11.2M
American Money Management, LLC 1.76% Add +0.5% 33,398 $11.2M
Cyndeo Wealth Partners, LLC 0.60% Reduce -1.2% 33,301 $11.2M
Relyea Zuckerberg Hanson LLC 1.13% Add +1.3% 33,235 $11.1M
Weaver Consulting Group 2.72% Add +0.6% 33,197 $11.1M
Eastern Bank 0.19% Reduce -0.9% 33,098 $11.1M
IFC Advisors LLC 1.61% No change 32,877 $11.0M
Silver Oak Advisory Group, Inc. 4.98% Reduce -0.6% 32,874 $11.0M
Blue Bell Private Wealth Management, LLC 1.61% Reduce -0.6% 32,789 $11.0M
Melfa Wealth Management, Inc. 6.33% Add +9.1% 32,764 $11.0M
Stonehage Fleming Financial Services Holdings Ltd 0.34% Reduce -23.9% 32,751 $11.0M
Paladin Partners, LLC 8.18% — 32,742 $11.0M
Curi Capital, LLC 0.19% Add +7.5% 32,671 $11.0M
Atlas Brown,Inc. 3.25% Reduce -3.3% 32,628 $10.9M
Onyx Bridge Wealth Group LLC 1.16% Reduce -0.2% 32,469 $10.9M
First Heartland Consultants, Inc. 0.82% Add +1.8% 32,364 $10.9M
Boston Family Office LLC 0.69% Add +2.4% 32,342 $10.8M
Smartleaf Asset Management LLC 0.41% Add +128.7% 32,085 $10.8M
Consilium Wealth Advisory, LLC 3.99% Add +0.9% 32,234 $10.8M
Focus Financial Network, Inc. 0.37% Reduce -1.2% 32,059 $10.7M
SVB Wealth LLC 0.63% Add +0.5% 31,999 $10.7M
Lansing Street Advisors 2.76% Add +0.5% 31,997 $10.7M
Ramiah Investment Group 9.28% Add +5.6% 31,903 $10.7M
Greenbush Financial Group, LLC 3.63% Add +3.6% 31,795 $10.7M
Van Cleef Asset Management,Inc 1.08% Reduce -0.1% 31,726 $10.6M
Versant Capital Management, Inc 1.33% Reduce -4.5% 31,686 $10.6M
One Capital Management, LLC 0.32% Reduce -1.1% 31,620 $10.6M
Roberts Glore & Co. Inc. 2.82% Add +11.1% 31,616 $10.6M
Integrity Alliance, Llc. 0.39% Add +78.5% 31,611 $10.6M
ABLE Financial Group, LLC 2.15% Add +12.8% 31,594 $10.6M
Nwam LLC 0.59% Add +0.1% 31,092 $10.6M
Evergreen Wealth Management, LLC 5.32% Reduce -17.2% 31,494 $10.6M
WoodTrust Financial Corp 1.23% Add +97.8% 31,348 $10.5M
Beacon Financial Group 1.03% Reduce -3.6% 31,032 $10.4M
Sage Rhino Capital LLC 1.96% Add +2.7% 30,995 $10.4M
Ferguson Wellman Capital Management, Inc. 0.17% Add +5.8% 30,946 $10.4M
ASL Financial, LLC 8.13% — 30,865 $10.3M
Asset Dedication, LLC 0.68% Reduce -1.4% 30,837 $10.3M
CVA Family Office, LLC 1.18% Add +3.7% 30,725 $10.3M
Retirement Planning Group, LLC 0.34% Reduce -0.5% 30,688 $10.3M
Professional Financial Advisors, LLC 2.10% Reduce -0.4% 30,686 $10.3M
TPG Advisors LLC 6.39% Reduce -0.9% 30,619 $10.3M
Compass Financial Group, Inc. 4.52% Add +2.1% 30,563 $10.2M
Grove Street Fiduciary, LLC 4.27% New 30,443 $10.2M
Swmg, LLC 2.82% Add +2.3% 29,820 $10.2M
Shepherd Kaplan Krochuk, LLC 8.38% Add +27.1% 30,266 $10.1M
Next Capital Management LLC 3.24% Add +10.7% 30,174 $10.1M
Bouchey Financial Group, Ltd. 0.76% Reduce -0.5% 30,110 $10.1M
Smallwood Wealth Investment Management, LLC 5.28% Reduce -8.7% 30,100 $10.1M
Prepared Retirement Institute LLC 5.07% Add +15.2% 30,052 $10.1M
Patton Albertson Miller Group, LLC 1.18% Reduce -1.6% 30,043 $10.1M
Endowment Wealth Management, Inc. 4.63% Add +6.4% 30,036 $10.1M
Gladstone Institutional Advisory LLC 0.38% Reduce -1.6% 29,959 $10.0M
Garner Asset Management Corp 3.85% Add +2.4% 29,925 $10.0M
Sovereign Investment Advisors, LLC 2.51% Reduce -3.7% 29,908 $10.0M
Trust Co. of Vermont 0.42% Add +14.1% 29,870 $10.0M
Jane Street Group, LLC 0.01% Add +25.2% 29,845 $10.0M
NovaPoint Capital, LLC 2.57% Reduce -6.0% 29,768 $10.0M
Private Trust Co. NA 0.87% Reduce -1.4% 29,656 $9.9M
Family Wealth Partners, LLC 3.58% Reduce -1.1% 29,633 $9.9M
Peck Wealth Management, LLC 9.37% Reduce -0.1% 29,554 $9.9M
JPL Wealth Management, LLC 2.41% Reduce -17.3% 29,457 $9.9M
Norris Financial Group, LLC 3.35% Add +21.2% 29,420 $9.9M
Koshinski Asset Management, Inc. 0.63% Reduce -4.1% 29,358 $9.8M
Pullen Investment Management, LLC 5.14% Add +7.9% 29,128 $9.8M
Stock Yards Bank & Trust Co. 0.30% Reduce -13.4% 29,015 $9.7M
Arrowroot Family Office, LLC 3.54% Add +3.9% 28,993 $9.7M
Crews Bank & Trust 1.39% Add +9.2% 28,974 $9.7M
Harfst & Associates, Inc. 1.75% Reduce -0.6% 28,922 $9.7M
BluePrint Investing LLC 8.68% — 28,899 $9.7M
UNIVEST FINANCIAL Corp 0.51% Reduce -6.2% 28,845 $9.7M
Gateway Wealth Partners, LLC 1.08% Add +23.3% 28,838 $9.7M
Mathes Company, Inc. 3.44% Add +9.6% 28,640 $9.6M
Chesley Taft & Associates LLC 0.38% Reduce -0.8% 28,596 $9.6M
Wellington-Altus USA Inc. 7.10% — 28,564 $9.6M
B. Riley Wealth Advisors, Inc. 0.45% Reduce -3.0% 28,434 $9.5M
SteelPeak Wealth, LLC 0.31% Reduce -34.3% 28,224 $9.5M
Kathmere Capital Management, LLC 0.64% Add +8.1% 28,221 $9.5M
Weitzel Financial Services, Inc. 3.66% Add +6.3% 28,126 $9.5M
Legacy Wealth Management, LLC 0.54% Reduce -0.1% 28,195 $9.5M
Bluespring Wealth Management, LLC 0.81% Reduce -1.4% 28,127 $9.4M
S.A. Mason LLC 3.73% Add +2.7% 28,105 $9.4M
Viewpoint Investment Partners Corp. 4.47% Reduce -5.0% 28,035 $9.4M
Ancora Advisors LLC 0.19% Reduce -7.5% 28,004 $9.4M
Evolve Private Wealth, LLC 0.56% — 27,965 $9.4M
Gridiron Partners, LLC 5.34% Reduce -76.4% 27,947 $9.4M
iA Global Asset Management Inc. 0.12% Add +26.5% 27,944 $9.4M
Wealth Management Associates, Inc. 3.24% Reduce -1.6% 27,818 $9.3M
Sterling Capital Management LLC 0.15% Add +14.3% 27,690 $9.3M
1900 Wealth Management LLC 0.59% Reduce -1.7% 27,632 $9.3M
Newton One Investments LLC 2.73% Reduce -2.8% 27,621 $9.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.45% Reduce -11.4% 27,614 $9.3M
Accel Wealth Management 2.53% Add +5.7% 27,545 $9.2M
BayBridge Capital Group, LLC 5.72% Reduce -3.2% 27,518 $9.2M
Wealth Effects LLC 2.88% Add +0.0% 27,464 $9.2M
Glen Eagle Advisors, LLC 1.25% Add +5.2% 27,397 $9.2M
Phillips Financial Management, LLC 0.59% Reduce -0.3% 27,388 $9.2M
Moulton Wealth Management, Inc. 8.60% Reduce -5.1% 26,996 $9.1M
Graves Light Lenhart Wealth, Inc. 0.96% Reduce -1.9% 27,034 $9.1M
GTS Securities LLC 0.31% Add +107.3% 27,032 $9.1M
Founders Financial Securities LLC 0.53% Add +74.8% 26,981 $9.0M
Vannoy Advisory Group, Inc. 5.73% Reduce -4.4% 26,973 $9.0M
Trust Co 0.85% Add +2.0% 26,924 $9.0M
Fortis Capital Advisors, LLC 1.33% Add +0.1% 26,833 $9.0M
Ausdal Financial Partners, Inc. 0.42% Add +1.6% 26,781 $9.0M
Medallion Wealth Advisors, LLC 3.01% Add +4.8% 26,692 $8.9M
Hall Laurie J Trustee 2.97% Add +0.3% 26,620 $8.9M
BSW Wealth Partners 1.07% Add +1.7% 26,528 $8.9M
Financial Planning Hawaii, Inc. 5.11% — 26,468 $8.9M
CFO4Life Group, LLC 1.26% Add +0.0% 26,461 $8.9M
Blue Trust, Inc. 0.10% Add +3.8% 26,443 $8.9M
Orcam Financial Group 6.60% Add +3.4% 26,242 $8.8M
PDS Planning, Inc 0.59% Add +22.8% 26,168 $8.8M
Cibc World Market Inc. 0.02% Add +0.4% 26,052 $8.7M
L.K. Benson & Company, P.C. 4.36% Add +7.5% 25,926 $8.7M
WCG Wealth Advisors LLC 0.24% Add +8.4% 25,894 $8.7M
Signet Financial Management, LLC 0.97% Reduce -7.5% 25,888 $8.7M
McLean Asset Management Corp 1.55% Add +0.2% 25,364 $8.6M
Global Trust Wealth Management LLC 6.39% — 25,715 $8.6M
Balboa Wealth Partners 1.43% Add +0.5% 25,703 $8.6M
Inscription Capital, LLC 0.88% Add +15.5% 25,679 $8.6M
Resonant Capital Advisors, LLC 0.47% Reduce -6.4% 25,678 $8.6M
Rolek Wealth Management LLC 5.90% Add +7.5% 25,652 $8.6M
M3 Advisory Group, LLC 5.24% Add +0.2% 25,615 $8.6M
Highland Financial Advisors, LLC 2.38% Reduce -6.4% 25,591 $8.6M
Petix & Botte Co 1.93% Add +1.8% 25,418 $8.5M
C M Bidwell & Associates Ltd. 4.00% Add +0.2% 25,298 $8.5M
RHS Financial, LLC 4.14% Add +4.3% 25,271 $8.5M
Signal Advisors Wealth, LLC 0.67% Add +6.5% 25,171 $8.4M
Moneco Advisors, LLC 0.67% Add +2.2% 25,084 $8.4M
Atala Financial Inc 5.36% Add +2.0% 25,054 $8.4M
Debussy Capital Management LP 1.14% Reduce -3.5% 24,979 $8.4M
Fonville Wealth Management LLC 1.71% Add +93.8% 24,976 $8.4M
Serenus Wealth Advisors, LLC 1.62% Add +31.7% 33,831 $8.4M
Saxon Interests, Inc. 2.96% Reduce -2.1% 24,961 $8.4M
Romano Brothers and Company 0.95% Add +0.7% 24,946 $8.4M
McIlrath & Eck, LLC 0.77% Reduce -0.2% 24,797 $8.3M
NWF Advisory Services Inc. 0.92% Reduce -3.1% 24,726 $8.3M
Fi3 FINANCIAL ADVISORS, LLC 2.53% Reduce -9.2% 24,658 $8.3M
Stevens Capital Partners 2.16% Add +2.3% 24,581 $8.2M
Gerber Kawasaki Wealth & Investment Management 0.29% Add +2.6% 24,555 $8.2M
Greenhouse Wealth Management, LLC 4.86% Add +2.1% 24,483 $8.2M
DRW Securities, LLC 0.62% New 24,477 $8.2M
Osborne Partners Capital Management, LLC 0.42% Add +0.2% 24,473 $8.2M
RVW Wealth, LLC 0.63% Add +2.7% 24,454 $8.2M
Arq Wealth Advisors, LLC 2.21% Reduce -5.2% 24,450 $8.2M
Greenleaf Trust 0.07% Reduce -2.0% 24,413 $8.2M
Capital Investment Counsel, LLC 1.13% Add +1.9% 24,302 $8.1M
Pitti Group Wealth Management, LLC 6.69% Add +0.6% 24,253 $8.1M
Seamount Financial Group Inc. 3.69% Reduce -2.9% 24,245 $8.1M
Mackenzie Financial Corp. 0.01% Add +2.8% 24,106 $8.1M
Bawa N Mallick Trust 2.99% No change 24,000 $8.0M
SigFig Wealth Management, LLC 0.24% Reduce -3.7% 23,744 $8.0M
Spire Wealth Management 0.27% Add +14.6% 23,943 $8.0M
HM Payson & Co. 0.11% Add +0.0% 23,864 $8.0M
Black Diamond Financial, LLC 0.84% Add +8.2% 23,779 $8.0M
Life Planning Partners, Inc 6.10% Reduce -15.7% 23,760 $8.0M
Permanent Capital Management, LP 1.55% Reduce -5.1% 23,727 $8.0M
Quantum Financial Advisors, LLC 0.89% Reduce -2.6% 23,709 $7.9M
Levin Capital Strategies, L.P. 0.69% Reduce -6.0% 23,701 $7.9M
Florida Trust Wealth Management Co 0.22% Reduce -0.1% 23,593 $7.9M
BCS Wealth Management 0.80% Add +100.9% 23,488 $7.9M
Tenret Co LLC 3.96% Reduce -1.8% 23,341 $7.8M
L & S Advisors Inc 0.80% Reduce -1.5% 23,332 $7.8M
Steph & Co. 2.25% Reduce -0.9% 23,302 $7.8M
Boston Trust Walden Corp 0.06% Add +16.1% 23,253 $7.8M
Purpose Unlimited Inc. 0.36% — 23,245 $7.8M
FC Advisory LLC 2.23% Reduce -1.4% 23,125 $7.8M
Plan Group Financial, LLC 2.01% Add +6.7% 23,117 $7.8M
Snowwater Investment Partners, LLC 7.11% — 23,029 $7.7M
Patriot Financial Group Insurance Agency, LLC 0.92% Reduce -1.5% 22,997 $7.7M
Acima Private Wealth, LLC 2.39% Reduce -1.0% 22,988 $7.7M
Sjbenen Advisory, LLC 7.99% — 48,155 $7.7M
Global Wealth Management, LLC 4.13% Reduce -4.1% 22,885 $7.7M
Painted Porch Advisors LLC 3.06% Add +0.3% 22,720 $7.6M
CBIZ Investment Advisory Services, LLC 0.29% Add +12.7% 22,649 $7.6M
Scratch Capital LLC 4.97% Add +3.0% 22,643 $7.6M
Autumn Glory Partners, LLC 2.62% Add +38.4% 22,308 $7.5M
Equitable Trust Co. 0.33% No change 22,305 $7.5M
Hudson Value Partners, LLC 2.23% Add +8.2% 22,267 $7.5M
Barclays PLC 0.00% Reduce -48.8% 21,995 $7.4M
Capital Investment Advisory Services, LLC 0.52% Reduce -0.3% 21,991 $7.4M
Rehmann Capital Advisory Group 0.38% Add +11.7% 21,988 $7.4M
Calamos Wealth Management LLC 0.26% Add +0.5% 21,947 $7.4M
Allied Investment Advisors, LLC 1.13% No change 21,829 $7.3M
Tenon Financial LLC 3.08% Reduce -11.5% 21,781 $7.3M
Susquehanna Advisors Group, Inc. 0.28% No change 21,775 $7.3M
Van Strum & Towne Inc. 2.04% Reduce -2.1% 21,762 $7.3M
Human Investing LLC 1.03% Add +3.2% 21,734 $7.3M
Advus Financial Partners, LLC 1.76% Reduce -0.5% 21,639 $7.3M
Integral Investment Advisors, Inc. 1.80% Add +5.1% 21,605 $7.2M
Heritage Investors Management Corp. 0.21% Reduce -4.8% 21,495 $7.2M
First Citizens Bank & Trust Co. 0.15% Add +64.1% 21,457 $7.2M
Beacon Advisors Holdings, LLC 3.79% — 21,440 $7.2M
Pure Portfolios Holdings LLC 2.16% Reduce -3.3% 21,359 $7.2M
True North Advisors, LLC 0.92% New 21,241 $7.1M
Diversify Wealth Management, LLC 0.33% Add +327.9% 20,786 $7.1M
Hopwood Nicholas Hunter 2.31% — 21,188 $7.1M
Selective Wealth Management, Inc. 2.22% Add +11.3% 20,756 $7.1M
Keyes, Stange & Wooten Wealth Management, LLC 3.36% Reduce -5.7% 21,166 $7.1M
Westmount Partners, LLC 1.76% Add +7.8% 21,105 $7.1M
Guyasuta Investment Advisors Inc. 0.40% Reduce -1.2% 21,064 $7.1M
Rothschild Investment LLC 0.39% Add +43.9% 21,063 $7.1M
Financial Planning Fort Collins, LLC 6.19% — 21,032 $7.1M
Lanark Financial, Inc. 0.53% Reduce -16.0% 21,016 $7.0M
Insigneo Advisory Services, LLC 0.51% Add +0.7% 20,962 $7.0M
Level Financial Advisors 1.86% Reduce -0.5% 20,936 $7.0M
Strategic Point Investment Advisors, LLC 0.97% Add +0.1% 20,875 $7.0M
Apollon Financial, LLC 1.02% Add +1.2% 20,869 $7.0M
Forbes Financial Planning, Inc. 4.08% Reduce -29.3% 20,833 $7.0M
Snowden Capital Advisors LLC 0.18% Add +4.3% 20,752 $7.0M
Whittier Trust Co. of Nevada Inc. 0.14% Add +65.2% 20,379 $7.0M
Peapack Gladstone Financial Corp. 0.09% Add +21.9% 20,721 $6.9M
Earned Wealth Advisors, LLC 0.49% Reduce -3.3% 20,665 $6.9M
Quantify Chaos Advisors, LLC 20.99% — 20,650 $6.9M
Carroll Advisory Group, LLC 2.99% — 20,639 $6.9M
Hancock Whitney Corp. 0.12% Reduce -10.1% 20,629 $6.9M
Fiducient Advisors LLC 0.85% Reduce -25.9% 20,514 $6.9M
Sand Hill Global Advisors, LLC 0.24% Reduce -1.9% 20,477 $6.9M
Astra Wealth Partners LLC 4.19% Add +0.1% 20,466 $6.9M
Sowell Financial Services LLC 0.25% Add +0.1% 20,442 $6.9M
Kensington Asset Management, LLC 0.35% Add +45.9% 20,285 $6.9M
IMA Advisory Services, Inc. 0.66% Add +4.9% 20,397 $6.8M
Midland Wealth Advisors, LLC 0.35% Reduce -0.4% 20,309 $6.8M
Nations Financial Group Inc, /Ia/ 0.36% Add +7.1% 20,308 $6.8M
Anderson Hoagland & Co. 0.58% Add +53.2% 20,246 $6.8M
Montis Financial, LLC 1.33% Reduce -0.5% 20,137 $6.8M
Cambria Investment Management, L.P. 0.39% Reduce -2.4% 20,098 $6.7M
SilverOak Wealth Management LLC 1.05% Reduce -0.1% 20,047 $6.7M
Trevian Wealth Management LLC 3.16% Add +9.5% 19,890 $6.7M
Arbor Wealth Advisors LLC 4.74% Add +9.3% 19,830 $6.6M
Accredited Investors Inc. 0.35% Reduce -8.2% 19,801 $6.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -1.5% 19,336 $6.6M
TD Private Client Wealth LLC 0.14% Reduce -14.2% 19,782 $6.6M
West Paces Advisors Inc. 1.28% Add +1.1% 19,781 $6.6M
Gilbert & Cook, Inc. 0.83% Add +1.9% 19,727 $6.6M
Cutler Investment Counsel LLC 0.69% Reduce -1.8% 19,724 $6.6M
Harrell Investment Partners, LLC 1.56% Reduce -0.6% 19,708 $6.6M
Governors Lane LP 0.61% New 19,677 $6.6M
Atlantic Union Bankshares Corp 0.12% Reduce -0.5% 19,673 $6.6M
Northern Lights Advisors, Inc. 4.52% — 19,663 $6.6M
Generations Wealth, LLC 6.73% — 19,613 $6.6M
Plante Moran Financial Advisors, LLC 0.42% Add +1.3% 19,599 $6.6M
Wimmer Associates 1, LLC 3.05% Reduce -2.1% 19,595 $6.6M
Integrated Wealthcare, LLC 5.50% — 19,507 $6.5M
Intrua Financial, LLC 0.72% Add +17.1% 19,478 $6.5M
Syntegra Private Wealth Group, LLC 0.60% Reduce -0.2% 19,453 $6.5M
Crestwood Advisors Group, LLC 0.11% Reduce -0.4% 19,449 $6.5M
DT Investment Partners, LLC 0.54% Add +6.6% 19,338 $6.5M
Mayflower Financial Advisors, LLC 0.78% Add +3.4% 19,242 $6.5M
First National Advisers, LLC 0.89% Add +24.5% 19,212 $6.4M
Guardian Wealth Advisors, LLC / NC 0.40% Reduce -4.6% 19,171 $6.4M
Neuberger Berman Group LLC 0.00% Add +4.6% 19,112 $6.4M
Advisory Alpha, LLC 0.17% Reduce -17.4% 19,075 $6.4M
Capital Investment Advisors, LLC 0.10% Reduce -11.1% 19,045 $6.4M
Wind River Trust Co 2.38% No change 19,027 $6.4M
Unify Financial Advisors 6.66% — 19,015 $6.4M
Alpha Capital Advisors Inc. 5.90% — 18,571 $6.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.38% Reduce -11.4% 18,941 $6.4M
Arete Wealth Advisors, LLC 0.44% Add +4.2% 18,871 $6.3M
Blume Capital Management, Inc. 1.16% Reduce -2.6% 18,860 $6.3M
Summit Investment Advisory Services, LLC 2.38% Add +0.6% 18,846 $6.3M
Durante & Waters, LLC 4.39% Add +2.8% 18,793 $6.3M
CVFG LLC 4.32% Reduce -1.8% 18,775 $6.3M
Trek Financial, LLC 0.36% Reduce -0.4% 18,768 $6.3M
ACT Advisors, LLC. 2.48% Reduce -2.8% 18,752 $6.3M
Successful Portfolios LLC 3.20% Reduce -0.4% 18,361 $6.3M
Aries Wealth Management 1.39% Add +32.8% 18,740 $6.3M
Align Financial, LLC 3.64% — 6,271,841 $6.3M
Evercore Wealth Management, LLC 0.09% Add +2.5% 18,703 $6.3M
Wealth Architects, LLC 0.56% Reduce -0.8% 18,671 $6.3M
Decker Retirement Planning Inc. 3.11% Add +22.2% 18,668 $6.3M
Guidance Capital, Inc. 1.53% Add +31.3% 18,354 $6.3M
United Bank 0.83% Add +24.4% 18,660 $6.3M
Thrive Wealth Management, LLC 0.92% Reduce -0.5% 18,639 $6.2M
Naples Global Advisors, LLC 0.46% Reduce -0.5% 18,482 $6.2M
Kastel Capital Advisors, LLC 3.80% — 18,445 $6.2M
CDM Financial Counseling Services, Inc. 5.80% — 18,432 $6.2M
Martin Capital Advisors, LLP 3.62% Reduce -3.0% 18,430 $6.2M
Traveka Wealth, LLC 2.52% Add +3.5% 18,427 $6.2M
Atlas Capital Advisors Inc. 0.69% — 18,410 $6.2M
Partners Capital Investment Group, LLP 0.23% Add +0.6% 18,369 $6.2M
Advocate Group LLC 0.99% Reduce -3.8% 18,341 $6.1M
Factorial Partners, LLC 4.04% Add +54.7% 18,250 $6.1M
Five Pine Wealth Management 3.92% Add +10.2% 18,216 $6.1M
EdgeRock Capital LLC 1.62% Add +6.0% 18,201 $6.1M
Sagespring Wealth Partners, LLC 0.11% Reduce -2.1% 57,762 $6.1M
SHP Wealth Management 0.47% — 18,119 $6.1M
Evergreen Capital Management LLC 0.14% Reduce -1.5% 18,117 $6.1M
Biltmore Family Office, LLC 0.84% Add +35.2% 18,074 $6.1M
Berger Financial Group, Inc 0.35% Reduce -0.9% 18,065 $6.1M
Perennial Advisors, LLC 1.01% Add +3.5% 18,024 $6.0M
Legacy Financial Advisors, Inc. 0.83% Add +10.9% 18,004 $6.0M
Arista Wealth Management, LLC 0.74% Reduce -2.6% 17,868 $6.0M
Riverview Capital Advisers, LLC 1.81% Add +3.3% 17,866 $6.0M
Moody LYNN Lieberson & Walker, LLC 0.32% Add +0.5% 17,827 $6.0M
Flagship Private Wealth, LLC 2.35% Add +1.1% 17,823 $6.0M
Nicolet Bankshares Inc. 0.96% Add +20.9% 17,818 $6.0M
NorthCrest Asset Manangement, LLC 0.13% Reduce -6.5% 17,602 $6.0M
Washington Trust Bank 0.42% Reduce -1.8% 17,742 $5.9M
Optima Capital LLC 2.57% Add +0.3% 17,722 $5.9M
Prodigy Asset Management LLC 2.08% Add +2.1% 17,700 $5.9M
Fiduciary Alliance LLC 0.39% Add +3.3% 17,682 $5.9M
Hurlow Wealth Management Group, Inc. 1.45% Reduce -6.7% 17,682 $5.9M
Howland Capital Management LLC 0.23% Reduce -0.8% 17,647 $5.9M
R. W. Roge & Company, Inc. 2.91% Reduce -0.2% 17,598 $5.9M
Cannell & Spears LLC 0.11% Add +1.6% 17,596 $5.9M
55 North Private Wealth, LLC 1.55% — 17,593 $5.9M
First Manhattan Co. Llc. 0.02% Add +11.8% 17,560 $5.9M
Legacy Wealth Advisors, LLC 3.89% — 17,554 $5.9M
Capital Advisors Wealth Management, LLC 0.80% Add +2.1% 17,518 $5.9M
Marino, Stram & Associates LLC 1.06% Add +11.6% 17,488 $5.9M
Lakeside Advisors, INC. 3.75% No change 17,473 $5.9M
Mitchell Sinkler & Starr 2.63% Reduce -17.8% 17,395 $5.8M
Fort Henry Capital, LLC 3.57% Add +4.7% 17,394 $5.8M
1015 Capital Partners, LLC 5.73% — 17,393 $5.8M
Lunt Capital Management, Inc. 2.18% Add +113.6% 17,375 $5.8M
American Trust 0.49% Add +8.9% 17,350 $5.8M
Prospect Financial Group LLC 5.41% Add +0.1% 17,345 $5.8M
MCF Advisors LLC 0.32% Add +49.5% 17,310 $5.8M
MassMutual Private Wealth & Trust, FSB 0.15% Reduce -17.6% 17,296 $5.8M
Bedel Financial Consulting, Inc. 0.62% Add +67.4% 17,293 $5.8M
ARK & TLK Investments, LLC 1.59% Add +6.1% 17,291 $5.8M
Dynasty Wealth Management, LLC 0.06% Add +7.2% 17,277 $5.8M
Abundance Wealth Counselors 0.98% Reduce -0.9% 17,267 $5.8M
Mitchell McLeod Pugh & Williams Inc. 0.83% Add +7.3% 16,953 $5.8M
Advisors Capital Management, LLC 0.07% Add +20.8% 17,229 $5.8M
TFB Advisors LLC 1.61% Add +37.8% 17,190 $5.8M
Meritage Portfolio Management 0.38% Add +1.1% 17,188 $5.8M
Coyle Financial Counsel LLC 1.23% Add +2.7% 17,160 $5.8M
Quadrant Private Wealth Management, LLC 0.94% Add +46.1% 17,158 $5.8M
Bogart Wealth, LLC 0.23% Reduce -1.9% 17,158 $5.8M
FAS Wealth Partners, Inc. 0.37% Add +0.8% 17,154 $5.8M
Moisand Fitzgerald Tamayo, LLC 0.65% Reduce -1.3% 17,146 $5.7M
Selby Wealth Management, LLC 2.31% — 17,099 $5.7M
PKS Advisory Services, LLC 1.31% Add +3.0% 17,091 $5.7M
SeaCrest Wealth Management, LLC 0.58% Add +8.8% 16,848 $5.7M
Peak Retirement Planning, Inc. 1.34% Reduce -2.3% 17,081 $5.7M
Rockwood Wealth Management, LLC 0.43% Reduce -0.6% 17,073 $5.7M
Elite Financial, Inc. 2.60% Reduce -0.5% 17,075 $5.7M
Rockingstone Advisors LLC 2.60% Reduce -0.0% 16,990 $5.7M
Value Investment Professionals, LLC 5.97% — 17,004 $5.7M
BTC Capital Management, Inc. 0.40% No change 16,958 $5.7M
Studio Investment Management LLC 1.04% Reduce -2.5% 16,929 $5.7M
Capital Asset Managemnet, LLC 6.28% — 16,915 $5.7M
Kohmann Bosshard Financial Services, LLC 0.51% Add +0.1% 16,828 $5.6M
Fisher Asset Management 0.00% Reduce -65.6% 16,820 $5.6M
Trademark Financial Management, LLC 3.10% Add +0.9% 16,805 $5.6M
American Financial Advisors, LLC 0.72% Reduce -0.8% 16,736 $5.6M
Fort Point Capital Partners LLC 0.68% Reduce -0.1% 16,395 $5.6M
Innealta Capital, LLC 3.04% Add +4.3% 16,726 $5.6M
Net Worth Advisory Group 1.13% Add +614.5% 16,676 $5.6M
Russell Investments Group, Ltd. 0.01% Add +51.1% 16,634 $5.6M
Friday Financial 1.96% Add +0.5% 16,547 $5.5M
Quartz Partners, LLC 2.06% Reduce -1.0% 16,546 $5.5M
NRI Wealth Management LC 2.83% Reduce -1.7% 16,530 $5.5M
Curry Webb Wealth Management LLC 2.74% — 16,488 $5.5M
Faithward Advisors, LLC 0.81% Add +4.5% 16,468 $5.5M
Wescott Financial Advisory Group, LLC 0.48% Reduce -2.9% 16,421 $5.5M
Kaydan Wealth Management, Inc. 1.59% Reduce -2.5% 16,384 $5.5M
Bryn Mawr Trust Advisors, LLC 0.26% Add +23.8% 16,320 $5.5M
Charis Legacy Partners, LLC 8.04% Reduce -1.2% 16,257 $5.5M
Strid Group, LLC 0.68% Add +0.2% 16,244 $5.4M
Madrona Financial Services, LLC 1.16% Add +38.7% 16,224 $5.4M
Marex Group Ltd 0.06% Reduce -1.1% 16,187 $5.4M
Strategic Financial Planning, Inc. 3.08% Reduce -0.4% 16,166 $5.4M
Clear Creek Financial Management, LLC 0.44% Add +21.7% 15,971 $5.4M
West Financial Advisors, LLC 0.90% Reduce -4.6% 15,914 $5.3M
High Net Worth Advisory Group LLC 1.23% Add +5.4% 15,891 $5.3M
Consolidated Portfolio Review Corp 0.46% Add +18.9% 15,872 $5.3M
Harbor Asset Planning, Inc. 4.53% Reduce -0.4% 15,824 $5.3M
Larson Financial Group LLC 0.18% Add +1.0% 15,739 $5.3M
Cassaday & Co Wealth Management LLC 0.11% Add +95.2% 15,714 $5.3M
Acorn Wealth Advisors, LLC 1.57% Add +4.7% 15,686 $5.3M
Whittier Trust Co. 0.06% Reduce -1.7% 15,408 $5.3M
Bluestem Financial Advisors, LLC 2.03% Add +3.1% 15,665 $5.3M
Fifth Third Wealth Advisors LLC 0.18% Add +6.8% 15,648 $5.2M
Quarry Hill Advisors, LLC 2.44% Add +0.0% 15,644 $5.2M
Hilltop Holdings Inc. 0.31% Reduce -2.6% 15,616 $5.2M
Rf&l Wealth Management, LLC 2.93% Reduce -0.3% 15,606 $5.2M
Richmond Investment Services, LLC 0.90% Add +3.1% 15,591 $5.2M
City Holding Co. 0.64% Reduce -1.0% 15,574 $5.2M
Providence First Trust Co 1.80% Add +0.4% 15,526 $5.2M
Traynor Capital Management, Inc. 0.29% Add +2.0% 15,498 $5.2M
NavPoint Financial, Inc. 2.22% Add +2.8% 15,487 $5.2M
Bayban 4.59% — 15,481 $5.2M
Francis Financial, Inc. 1.01% Add +9.6% 15,387 $5.2M
Old National Bancorp 0.09% Reduce -31.1% 15,329 $5.1M
Hanson & Doremus Investment Management 0.62% Reduce -2.6% 15,314 $5.1M
BOK Financial Private Wealth, Inc. 0.31% Reduce -7.1% 15,294 $5.1M
Sunrise Financial Services, LLC 3.86% — 15,291 $5.1M
Flagstar Securities, Inc. 1.72% Reduce -1.0% 15,280 $5.1M
Lam Group, Inc. 2.93% Reduce -0.3% 15,257 $5.1M
Maseco LLP 0.22% New 15,240 $5.1M
Vicus Capital 0.38% Add +0.1% 15,226 $5.1M
Everest Private Wealth 2.83% Add +70.7% 15,133 $5.1M
Diversified Management Inc. 1.18% — 15,113 $5.1M
Verum Partners LLC 1.02% Reduce -3.2% 15,097 $5.1M
Foresight Capital Management Advisors, Inc. 2.74% Add +1.6% 15,084 $5.1M
Bright Financial Advisors, Inc. 2.38% Add +2.3% 15,045 $5.0M
Provident Living Financial Services, Inc. 4.94% — 14,987 $5.0M
D.B. Root & Company, LLC 1.22% Add +0.3% 14,974 $5.0M
Keener Financial Planning LLC 2.17% Reduce -0.5% 14,973 $5.0M
WealthBridge Capital Management, LLC 1.14% Reduce -0.1% 14,965 $5.0M
SouthState Bank Corp 0.22% Add +13.3% 14,958 $5.0M
Fingerlakes Wealth Management, Inc. 3.19% Add +1.5% 14,945 $5.0M
Moors & Cabot, Inc. 0.21% Add +6.0% 14,884 $5.0M
Shakespeare Wealth Management, LLC 1.10% Add +0.4% 14,874 $5.0M
Andrews Advisory Associates, LLC 2.65% — 14,840 $5.0M
Claro Advisors Inc. 0.68% Reduce -6.2% 14,838 $5.0M
Milestone Investment Advisors LLC 1.20% Add +2.5% 14,756 $4.9M
Blueprint Investment Partners LLC 0.53% Add +3.0% 14,753 $4.9M
Csenge Advisory Group 0.22% Reduce -7.8% 14,750 $4.9M
Iron Gate Global Advisors LLC 0.51% Reduce -0.1% 14,748 $4.9M
First Citizens Financial Corp 2.44% Add +3.5% 14,746 $4.9M
Quadcap Wealth Management, LLC 0.56% Add +23.0% 14,715 $4.9M
Legal Advantage Investments, Inc. 2.28% Add +3.5% 14,699 $4.9M
DKM Wealth Management, Inc. 3.67% Add +0.9% 14,669 $4.9M
True Wealth Design, LLC 1.44% Add +91.8% 14,666 $4.9M
Capasso Planning Partners LLC 2.70% Add +186.9% 14,652 $4.9M
O'ROURKE & COMPANY, Inc 1.91% Add +4.0% 14,651 $4.9M
Madrid Wealth Management, LLC 3.97% — 14,608 $4.9M
Pps&v Asset Management Consultants, Inc. 2.84% Reduce -2.7% 14,603 $4.9M
Aspen Investment Management Inc 1.47% Add +399.0% 14,562 $4.9M
Councilmark Asset Management, LLC 2.73% Add +0.6% 14,559 $4.9M
Stonebridge Financial Group, LLC 0.42% Add +0.7% 14,538 $4.9M
Washington Trust Advisors, Inc. 0.37% Add +11.4% 14,523 $4.9M
Cullen/Frost Bankers, Inc. 0.05% Add +23.4% 14,512 $4.9M
Gerber, LLC 2.70% Add +0.1% 14,463 $4.8M
Crewe Advisors LLC 0.43% Reduce -0.0% 14,415 $4.8M
Blue Edge Capital, LLC 0.65% Reduce -1.3% 14,413 $4.8M
LRI Investments, LLC 0.39% Add +1.1% 14,323 $4.8M
Narus Financial Partners, LLC 1.32% Add +0.3% 14,300 $4.8M
Kendall Capital Management 1.00% Reduce -1.4% 14,251 $4.8M
Keel Point, LLC 0.29% Add +10.9% 14,249 $4.8M
Keb Asset Management, LLC 0.97% Add +84.3% 14,244 $4.8M
Mission Creek Capital Partners, Inc. 0.96% Add +33.4% 14,243 $4.8M
Long Run Wealth Advisors, LLC 0.90% Add +2.2% 14,199 $4.8M
TruNorth Capital Management, LLC 0.90% Add +7.3% 14,198 $4.8M
Verdence Capital Advisors LLC 0.28% Add +141.4% 14,195 $4.8M
First Trust Advisors LP 0.00% Reduce -72.3% 14,060 $4.7M
AssuredPartners Investment Advisors, LLC 0.70% Add +120.0% 14,014 $4.7M
Mosley Wealth Management 2.15% — 14,132 $4.7M
Smith Salley Wealth Management 0.23% Add +0.0% 13,979 $4.7M
Atlas Legacy Advisors, LLC 0.82% Add +10.2% 13,983 $4.7M
DBK Financial Counsel, LLC 3.60% Reduce -1.1% 13,974 $4.7M
Leo Wealth, LLC 0.34% Add +49.1% 13,966 $4.7M
First National Bank of Mount Dora, Trust Investment Services 1.02% No change 13,955 $4.7M
Soltis Investment Advisors LLC 0.31% Add +21.7% 13,928 $4.7M
Hohimer Wealth Management, LLC 0.63% Add +13.2% 13,910 $4.7M
Nemes Rush Group LLC 0.44% Add +1059.4% 13,855 $4.6M
Single Point Partners, LLC 0.92% Reduce -0.1% 13,834 $4.6M
CogentBlue Wealth Advisors, LLC 3.16% Add +1.0% 13,827 $4.6M
Clifford Swan Investment Counsel LLC 0.15% Reduce -0.0% 13,801 $4.6M
Fulton Bank, N.A. 0.16% Add +0.1% 13,770 $4.6M
BNC Wealth Management, LLC 1.18% Reduce -6.8% 13,752 $4.6M
Bear Mountain Capital, Inc. 1.49% Reduce -0.6% 13,456 $4.6M
Element Wealth, LLC 1.90% Add +253.0% 13,723 $4.6M
Rodgers & Associates, LTD 0.46% Add +79.0% 13,652 $4.6M
Aprio Wealth Management, LLC 0.26% Add +18.8% 13,509 $4.6M
CIBC Asset Management Inc 0.01% Add +1.8% 13,931 $4.6M
IMC-Chicago, LLC 0.08% New 13,599 $4.6M
Investment Advisory Group, LLC 1.17% Add +5.0% 13,595 $4.6M
Clear Retirement Advice LLC 3.54% — 13,473 $4.6M
626 Financial, LLC 1.97% Add +0.3% 13,582 $4.6M
Avant Capital LLC 3.12% Add +1.7% 13,546 $4.5M
Summit Wealth Group LLC / Co. 0.60% Add +938.7% 13,513 $4.5M
Sentry LLC 1.24% No change 13,512 $4.5M
Indiana Trust & Investment Management Co 1.33% No change 13,494 $4.5M
HBW Advisory Services LLC 0.49% Add +14.8% 13,479 $4.5M
Values Added Financial LLC 1.91% Reduce -2.1% 13,467 $4.5M
Roehl & Yi Investment Advisors, LLC 1.80% Add +2.7% 40,571 $4.5M
Woodside Wealth Management LLC 3.34% Add +0.1% 13,347 $4.5M
United Community Bank 1.69% Add +22.7% 13,336 $4.5M
Clark Capital Management Group, Inc. 0.03% Add +38.9% 13,333 $4.5M
Brooklyn Investment Group 0.21% Add +330.6% 13,208 $4.5M
White Lighthouse Investment Management Inc. 0.62% Reduce -0.4% 13,320 $4.5M
Tandem Investment Partners LLC 3.77% Reduce -8.3% 13,317 $4.5M
Hills Bank & Trust Co 0.26% Reduce -2.5% 13,302 $4.5M
Donalies Financial Planning, LLC 3.79% — 13,273 $4.5M
Pegasus Asset Management, Inc. 1.37% Reduce -0.8% 13,250 $4.4M
Transcend Capital Advisors, LLC 0.34% Reduce -55.6% 13,243 $4.4M
Omnitrust Wealth Management, Inc 5.64% — 13,238 $4.4M
Silvercrest Asset Management Group LLC 0.03% Add +0.9% 13,206 $4.4M
Money Concepts Capital Corp. 0.25% Add +0.6% 13,187 $4.4M
Twin Lakes Capital Management, LLC 1.96% Add +0.6% 13,160 $4.4M
Cynosure Group, LLC 0.45% Reduce -0.9% 13,152 $4.4M
Cherry Tree Wealth Management, LLC 0.93% Reduce -4.0% 13,134 $4.4M
SC&H Financial Advisors, Inc. 0.68% Add +10.6% 13,133 $4.4M
Letson Investment Management, Inc. 1.61% No change 13,125 $4.4M
Midwestern Financial, LLC 3.64% Reduce -16.8% 13,118 $4.4M
Brown Miller Wealth Management, LLC 1.22% Add +0.0% 13,118 $4.4M
Strategies Wealth Advisors, LLC 0.44% Reduce -0.5% 13,094 $4.4M
Summit Global Investments 0.26% Add +5.6% 13,023 $4.4M
United Services Automobile Association 0.28% Reduce -9.1% 13,014 $4.4M
Talisman Wealth Advisors LLC 3.39% Add +58.8% 12,987 $4.4M
Aegis Wealth Management LLC 2.46% Add +2.4% 13,006 $4.4M
Sylvest Advisors, LLC 2.33% Reduce -4.7% 13,003 $4.4M
Embree Financial Group 0.54% Add +1.0% 13,003 $4.4M
James J. Burns & Company, LLC 0.60% Reduce -1.8% 12,999 $4.4M
Foguth Wealth Management, LLC. 0.68% — 12,958 $4.4M
Coordinated Financial Services, Inc. 2.53% Reduce -0.9% 12,957 $4.3M
Forza Wealth Management, LLC 1.57% Reduce -1.8% 12,942 $4.3M
Red Door Wealth Management, LLC 0.45% No change 12,853 $4.3M
Diversified Enterprises, LLC 0.26% Reduce -15.6% 12,840 $4.3M
Maimon Wealth Management LTD. 4.00% — 12,835 $4.3M
Tred Avon Family Wealth, LLC 1.40% Reduce -13.4% 12,798 $4.3M
Hardin Capital Partners, LLC 2.03% Add +2.7% 12,795 $4.3M
Spinnaker Investment Group, LLC 0.78% Add +0.3% 12,758 $4.3M
Mattern Wealth Management LLC 0.82% No change 12,737 $4.3M
Lake Street Private Wealth, LLC 0.52% Add +197.6% 12,724 $4.3M
Cantor Fitzgerald Investment Advisors L.P. 0.32% Reduce -0.6% 12,702 $4.3M
Sequent Planning LLC 1.08% Add +2.2% 12,638 $4.2M
Acropolis Investment Management, LLC 0.19% Reduce -2.0% 12,617 $4.2M
Laurel Oak Wealth Management, LLC 0.71% — 12,599 $4.2M
Pinnacle Financial Group, LLC / IL 1.22% Reduce -6.2% 12,587 $4.2M
Tandem Wealth Advisors LLC 1.89% Reduce -1.7% 12,584 $4.2M
National Wealth Management Group, LLC 1.46% Reduce -1.9% 12,540 $4.2M
Oxford Wealth Group, LLC 2.04% — 12,520 $4.2M
Shepherd Street Advisors LLC 4.02% — 12,515 $4.2M
DecisionPoint Financial, LLC 0.92% Add +6.8% 12,450 $4.2M
Bernicke Wealth Management, Ltd. 0.54% — 12,436 $4.2M
Charter Oak Capital Management, LLC 0.32% Add +0.7% 12,392 $4.2M
Boston Research & Management Inc. 0.96% No change 12,380 $4.2M
Aurdan Capital Management, LLC 1.28% No change 12,366 $4.1M
Treasure Coast Financial Planning 2.20% Add +0.4% 12,352 $4.1M
Mayfair Advisory Group, LLC 1.61% Add +7.5% 12,290 $4.1M
Geometric Wealth Advisors 0.53% Add +1.1% 12,308 $4.1M
Certified Advisory Corp 0.38% Add +3.9% 12,292 $4.1M
Capital Insight Partners, LLC 0.87% Reduce -0.9% 12,290 $4.1M
Cornerstone Advisors Asset Management, LLC 0.67% Reduce -13.1% 12,274 $4.1M
Financial Strategies Group, Inc. 0.74% Reduce -0.1% 12,040 $4.1M
Edgestream Partners, L.P. 0.12% Add +244.1% 12,246 $4.1M
Hendershot Investments Inc. 0.52% Reduce -1.0% 12,197 $4.1M
Legacy Wealth Management, LLC / MS 1.09% Add +145.6% 12,191 $4.1M
Altura Wealth Advisors Inc. 1.75% Add +13.8% 12,140 $4.1M
Bridgewealth Advisory Group, LLC 0.90% Add +1.9% 12,135 $4.1M
Sellwood Investment Partners LLC 1.59% Add +33.2% 12,130 $4.1M
Mad River Investors 1.85% No change 12,122 $4.1M
Journey Strategic Wealth LLC 0.11% Reduce -6.2% 12,109 $4.1M
Bridge Generations Wealth Management LLC 2.51% Add +13.9% 12,099 $4.1M
QRG Capital Management, Inc. 0.04% Reduce -4.8% 12,007 $4.0M
Old Peak Finance LLC 2.48% — 12,002 $4.0M
Carl P. Sherr & Co., LLC 1.79% Add +1.3% 11,801 $4.0M
Howard Financial Services, LTD. 0.47% Add +9.5% 11,949 $4.0M
Fiduciary Group, LLC 0.33% Reduce -3.2% 11,895 $4.0M
Tyche Wealth Partners LLC 0.63% Add +0.7% 11,879 $4.0M
Fairway Wealth LLC 1.07% Reduce -1.0% 11,876 $4.0M
Boyum Wealth Architects LLC 1.85% Add +0.3% 11,653 $4.0M
CFS Investment Advisory Services, LLC 0.29% Add +121.7% 11,800 $4.0M
Pettyjohn, Wood & White, Inc. 0.62% No change 11,783 $4.0M
Yeomans Consulting Group, Inc. 1.16% Add +38.9% 11,768 $3.9M
Hoese & Co LLP 2.81% Reduce -3.6% 11,763 $3.9M
Pallas Capital Advisors LLC 0.13% Add +45.0% 11,745 $3.9M
Cadence Bank 0.23% Add +0.7% 11,735 $3.9M
Drive Wealth Management, LLC 0.77% Reduce -4.2% 11,724 $3.9M
Gallacher Capital Management LLC 1.52% Add +1.4% 11,701 $3.9M
Apex Wealth Management, LLC 3.98% Reduce -40.5% 11,471 $3.9M
DMKC Advisory Services, LLC 1.72% Reduce -3.6% 11,683 $3.9M
Gilpin Wealth Management, LLC 3.08% — 11,602 $3.9M
Royal Fund Management, LLC 0.36% Add +29.0% 11,564 $3.9M
Cascade Investment Advisors, Inc. 2.27% Add +4.5% 11,531 $3.9M
Beaumont Financial Advisors, LLC 0.25% Reduce -0.3% 11,521 $3.9M
Signal Tree Financial Partners LLC 2.94% Reduce -0.4% 11,502 $3.9M
Kwmg, LLC 0.33% Add +0.0% 11,494 $3.9M
Peirce Capital Management, LLC 1.53% Reduce -0.5% 11,490 $3.9M
Voya Financial Advisors, Inc. 0.37% Reduce -7.0% 11,376 $3.8M
Heritage Financial Services, LLC 0.32% Add +7.6% 11,466 $3.8M
Davis Capital Management 2.64% Add +0.2% 11,434 $3.8M
HC Advisors, LLC 2.65% Add +0.0% 11,416 $3.8M
Yoder Wealth Management, Inc. 1.73% Add +0.6% 11,354 $3.8M
Blueprint Financial Advisors LLC 0.58% Reduce -4.2% 11,303 $3.8M
NDVR, Inc. 3.14% Reduce -3.8% 11,290 $3.8M
JNBA Financial Advisors 0.33% Reduce -2.0% 11,287 $3.8M
Professional Advisory Services Inc. 0.45% No change 11,260 $3.8M
American Institute for Advanced Investment Management, LLP 2.43% Reduce -3.4% 11,258 $3.8M
Nicholson Wealth Management Group, LLC 2.21% Add +2.2% 11,239 $3.8M
Strathmore Capital Advisors, Inc. 1.24% New 11,238 $3.8M
Bragg Financial Advisors, Inc 0.12% Reduce -0.4% 11,236 $3.8M
Everstar Asset Management, LLC 2.02% Reduce -0.7% 11,232 $3.8M
Canvas Wealth Advisors, LLC 0.64% Add +0.7% 11,217 $3.8M
ALM First Financial Advisors, LLC 0.74% No change 14,000 $3.8M
Alliance Wealth Advisors, LLC 0.81% Add +498.1% 11,179 $3.7M
ORG Partners LLC 0.67% Add +10.6% 11,159 $3.7M
Pinnacle Bancorp, Inc. 1.10% Reduce -1.0% 11,157 $3.7M
Ascent Group, LLC 0.13% Reduce -2.9% 11,156 $3.7M
American Wealth Advisors, LLC 3.67% Add +1.7% 11,139 $3.7M
GWN Securities Inc. 0.75% Add +3.3% 11,126 $3.7M
Palisade Asset Management, LLC 0.36% Reduce -22.9% 11,091 $3.7M
Beam Wealth Advisors, Inc. 1.02% Add +0.3% 11,073 $3.7M
PCA Investment Advisory Services Inc. 1.30% Add +0.0% 11,070 $3.7M
Clayton Financial Group LLC 1.89% Add +24.2% 11,056 $3.7M
BancFirst Trust & Investment Management 1.53% Reduce -45.3% 10,953 $3.7M
Aurelius Family Office LLC 1.59% Reduce -0.2% 10,916 $3.7M
Lantern Wealth Advisors, LLC 1.96% Reduce -17.5% 11,027 $3.7M
Lumbard & Kellner, LLC 1.29% No change 11,020 $3.7M
SOL Capital Management CO 0.33% Reduce -3.1% 11,019 $3.7M
Tocqueville Asset Management L.P. 0.05% Add +24.1% 10,979 $3.7M
Icon Wealth Advisors, LLC 0.24% Add +5.4% 10,962 $3.7M
Catalyst Financial Partners LLC 0.41% Add +1.8% 10,915 $3.7M
Miller Investment Management, LP 0.36% Reduce -2.9% 10,904 $3.7M
YHB Investment Advisors, Inc. 0.25% Add +0.8% 10,902 $3.7M
BLB&B Advisors, LLC 0.15% Reduce -1.9% 10,893 $3.7M
Novak & Powell Financial Services, Inc. 1.90% Add +0.0% 10,886 $3.6M
Renasant Bank 2.47% Reduce -0.2% 10,881 $3.6M
Avantax Planning Partners, Inc. 0.10% Reduce -0.3% 10,834 $3.6M
Security National Bank 0.52% Reduce -28.6% 10,831 $3.6M
Grove Bank & Trust 0.41% Add +0.1% 10,767 $3.6M
Barton Investment Management 0.39% No change 10,752 $3.6M
Prosperity Consulting Group, LLC 0.16% Add +67.0% 10,736 $3.6M
Maripau Wealth Management LLC 1.65% Add +54.1% 10,784 $3.6M
Nicolet Advisory Services, LLC 0.24% Reduce -2.9% 10,470 $3.6M
Walkner Condon Financial Advisors LLC 0.50% Reduce -4.3% 10,688 $3.6M
Christensen, King & Associates Investment Services, Inc. 1.53% Add +0.8% 10,672 $3.6M
Victory Financial Group, LLC 0.45% Reduce -4.8% 10,665 $3.6M
FF Advisors,LLC 1.59% Reduce -0.1% 10,659 $3.6M
Exchange Bank 2.47% Reduce -15.9% 10,647 $3.6M
Lodestone Wealth Management LLC 1.45% Add +0.0% 10,636 $3.6M
Anchor Investment Management, LLC 0.29% Add +0.2% 10,636 $3.6M
Bare Financial Services, Inc 0.99% No change 10,628 $3.6M
Strategic Advisors LLC 0.56% Add +15.4% 10,614 $3.6M
Mainsail Asset Management, LLC 1.52% Add +0.1% 10,578 $3.5M
Daybright Advisory Services, Inc. 0.94% — 10,556 $3.5M
Matauro, LLC 0.53% Reduce -2.3% 10,548 $3.5M
First Command Advisory Services, Inc. 0.02% Add +23.8% 10,532 $3.5M
May Hill Capital, LLC 0.95% Add +5.3% 10,504 $3.5M
Inspire Advisors, LLC 0.32% Add +7.8% 10,483 $3.5M
Kiley Juergens Wealth Management, LLC 0.76% Reduce -2.8% 10,444 $3.5M
Farmers & Merchants Investments Inc. 0.10% Add +12.2% 10,441 $3.5M
W1M Asset Management Ltd 0.04% New 10,417 $3.5M
Nvwm, LLC 0.76% Reduce -0.5% 10,411 $3.5M
Flatrock Wealth Partners LLC 1.67% — 10,411 $3.5M
Moseley Investment Management Inc. 1.08% Add +3.8% 10,394 $3.5M
Simplex Trading, LLC 0.10% New 10,361 $3.5M
Aviance Capital Partners, LLC 0.40% Add +7.8% 10,357 $3.5M
Compass Planning Associates Inc 2.40% Reduce -10.2% 10,353 $3.5M
HORAN Wealth, LLC 0.53% Add +0.4% 10,352 $3.5M
Outfitters Financial LLC 2.72% Add +0.3% 10,319 $3.5M
F&V Capital Management, LLC 0.74% Add +169.3% 10,315 $3.5M
Discipline Wealth Solutions, LLC 0.64% Add +83.2% 10,301 $3.5M
Absolute Capital Management, LLC 1.26% Add +54.6% 10,298 $3.5M
Waterloo Capital, L.P. 0.25% Reduce -3.5% 10,283 $3.4M
Madden Advisory Services, Inc. 1.38% Reduce -8.3% 10,266 $3.4M
Alerus Financial NA 0.17% Add +21.0% 10,263 $3.4M
Capital Advisors Inc. 0.06% Reduce -0.2% 10,261 $3.4M
Ames National Corp. 2.01% Reduce -0.4% 10,230 $3.4M
New Republic Capital, LLC 0.91% Reduce -2.5% 10,218 $3.4M
Arcus Capital Partners, LLC 1.23% Add +0.0% 10,214 $3.4M
Piedmont Capital Management, LLC 1.74% Add +1.1% 10,171 $3.4M
Valley Financial Group, Inc. 1.91% Reduce -32.9% 10,143 $3.4M
Princeton Global Asset Management LLC 0.55% Add +0.5% 10,128 $3.4M
Novem Group 0.39% Reduce -0.1% 10,115 $3.4M
Lakewood Asset Management LLC 1.98% Reduce -7.1% 10,076 $3.4M
PGIM Custom Harvest LLC 0.05% Reduce -4.0% 10,049 $3.4M
Lee Financial Co 0.45% Reduce -2.4% 10,037 $3.4M
Lazari Capital Management, Inc. 1.14% Reduce -8.3% 10,037 $3.4M
LongView Wealth Management 0.81% Add +0.5% 9,804 $3.4M
HTG Investment Advisors, Inc. 1.03% Add +0.4% 10,015 $3.4M
Berkeley Capital Partners, LLC 0.79% Reduce -0.6% 10,004 $3.4M
Dagco, Inc. 0.77% Add +1.4% 9,994 $3.4M
Avalon Trust Co 0.22% Reduce -11.9% 9,972 $3.3M
Roof Eidam Maycock Peralta, LLC 0.76% Add +1.4% 9,964 $3.3M
R.H. Investment Group, LLC 2.80% Reduce -27.5% 9,961 $3.3M
Rathbones Group PLC 0.01% Add +116.9% 9,953 $3.3M
Creekside Partners 1.41% Reduce -8.8% 9,948 $3.3M
Synergy Investment Management, LLC 1.18% Reduce -6.5% 9,907 $3.3M
One Wealth Management Investment & Advisory Services, LLC 3.62% Add +6.5% 9,895 $3.3M
Fortis Advisors, LLC 1.83% Add +5.3% 9,895 $3.3M
Eagle Rock Investment Company, LLC 0.47% Reduce -0.3% 9,879 $3.3M
Clarendon Private LLC 2.81% Add +0.2% 9,877 $3.3M
Marotta Asset Management 0.61% Reduce -4.5% 9,828 $3.3M
TopTier Wealth Management, LLC 2.24% — 9,818 $3.3M
Caitlin John, LLC 2.15% Reduce -0.2% 9,808 $3.3M
Ledyard National Bank 0.28% Reduce -7.1% 9,800 $3.3M
Allianz Asset Management GmbH 0.00% No change 9,780 $3.3M
Gradient Investments LLC 0.05% Add +1.4% 9,772 $3.3M
Financial Symmetry Inc 1.34% Add +0.3% 9,771 $3.3M
Investment Advisory Services Inc. /TX 1.02% Add +2.5% 9,770 $3.3M
Tower Wealth Partners, Inc. 1.80% Reduce -0.2% 9,748 $3.3M
Strategic Financial Partners, Ltd. 1.41% Reduce -3.7% 9,702 $3.3M
Meredith Wealth Planning 0.97% Reduce -0.3% 9,696 $3.3M
Fairman Group, LLC 2.60% Add +4.6% 9,689 $3.2M
Stone Summit Wealth LLC 0.88% Reduce -57.1% 9,644 $3.2M
Visionary Wealth Advisors 0.15% Reduce -2.2% 9,638 $3.2M
Aspire Growth Partners LLC 2.24% Reduce -6.4% 9,610 $3.2M
Advisors Management Group Inc. 0.58% Reduce -1.7% 9,586 $3.2M
Kaufman Rossin Wealth, LLC 1.67% Reduce -1.1% 9,564 $3.2M
Luminist Capital LLC 3.95% Reduce -9.6% 9,543 $3.2M
Thompson Investment Management, Inc. 0.40% Add +0.0% 9,542 $3.2M
Cornerstone Financial Group, LLC 2.22% Reduce -2.9% 9,485 $3.2M
TriaGen Wealth Management LLC 0.82% Reduce -0.4% 9,435 $3.2M
RM Financial Services, LLC 2.81% — 9,435 $3.2M
Pinion Investment Advisors, LLC 0.77% Reduce -0.0% 9,433 $3.2M
Sound Income Strategies, LLC 0.15% Reduce -3.5% 9,242 $3.2M
VestGen Investment Management 1.75% Add +98.6% 9,399 $3.2M
S&T Bank 1.00% No change 9,397 $3.2M
Daymark Wealth Partners, LLC 0.10% Add +1.5% 9,395 $3.1M
Independence Financial Advisors, LLC 0.86% Add +0.6% 9,378 $3.1M
Covestor Ltd 1.64% Add +1.4% 9,356 $3.1M
Sound Stewardship, LLC 1.50% Reduce -1.1% 9,354 $3.1M
Sulzberger Capital Advisors, Inc. 3.15% Reduce -9.5% 9,299 $3.1M
Investment Advisory Services Group LLC 2.77% — 9,294 $3.1M
Frankly Finances, LLC 2.95% — 9,293 $3.1M
BOS Asset Management, LLC 0.83% Reduce -1.0% 9,255 $3.1M
Johnson Bixby & Associates, LLC 0.38% Reduce -2.1% 9,254 $3.1M
ATLas Financial Planning LLC 3.04% — 9,254 $3.1M
Clarus Wealth Advisors 1.28% Add +6.4% 9,053 $3.1M
Werba Rubin Papier Wealth Management 0.84% Reduce -0.0% 9,238 $3.1M
Manchester Capital Management LLC 0.42% Reduce -2.6% 9,226 $3.1M
Sage Financial Group Inc. 0.20% Reduce -27.7% 9,219 $3.1M
Burns Matteson Capital Management, LLC 1.24% Reduce -0.4% 9,216 $3.1M
Centurion Wealth Management LLC 0.68% Add +7.4% 9,185 $3.1M
Crusonia Wealth Advisors LLC 0.68% — 9,168 $3.1M
Falcon Wealth Planning 0.26% Reduce -3.6% 9,152 $3.1M
Fee-Only Financial Planning, L.C. 1.79% Add +0.4% 9,151 $3.1M
Paladin Advisory Group, LLC 2.24% Reduce -0.1% 9,148 $3.1M
First National Trust Co 0.10% Add +11.9% 9,112 $3.1M
Rialto Wealth Management, LLC 0.73% Reduce -7.8% 9,097 $3.1M
Jackson, Grant Investment Advisers, Inc. 1.00% Reduce -0.1% 9,079 $3.0M
Adirondack Capital Advisors, LLC 2.04% — 9,066 $3.0M
J. L. Bainbridge & Co., Inc. 0.25% Reduce -4.4% 9,050 $3.0M
Fulton Breakefield Broenniman LLC 0.19% Add +1.2% 9,043 $3.0M
Jordan Park Group LLC 0.18% No change 9,025 $3.0M
180 Wealth Advisors, LLC 0.34% Reduce -5.8% 9,024 $3.0M
Continental Investors Services, Inc. 3.90% Reduce -3.3% 8,879 $3.0M
Councilor Wealth, LLC 1.43% Reduce -1.1% 9,018 $3.0M
Members Trust Co 0.10% Reduce -10.5% 9,010 $3.0M
Global Assets Advisory, LLC 0.86% Add +17.3% 8,940 $3.0M
Timmons Wealth Management, LLC 2.95% — 8,937 $3.0M
SkyOak Wealth, LLC 0.54% Add +0.7% 8,927 $3.0M
Uptick Partners, LLC 0.64% Reduce -0.2% 8,911 $3.0M
Tempus Wealth Planning, LLC 0.68% Reduce -0.7% 8,868 $3.0M
Quotient Wealth Partners, LLC 0.08% Add +7.8% 8,857 $3.0M
Centric Wealth Management 0.62% Add +76.6% 8,623 $3.0M
Silverlake Wealth Management LLC 0.66% Reduce -0.9% 8,783 $2.9M
Cedar Mountain Advisors, LLC 0.57% No change 8,767 $2.9M
Trifecta Capital Advisors, LLC 0.43% Reduce -4.8% 8,763 $2.9M
Tritonpoint Wealth, LLC 0.30% Reduce -46.4% 8,756 $2.9M
DiPaolo Financial Group, Inc. 3.12% — 8,753 $2.9M
Hantz Financial Services, Inc. 0.04% Add +40.9% 8,752 $2.9M
Daviman Financial, LLC 1.72% — 8,746 $2.9M
Strategic Financial Services, Inc. 0.14% Add +2.8% 8,598 $2.9M
ICONIQ Capital, LLC 0.04% Add +0.2% 8,741 $2.9M
Tillman Hartley LLC 0.73% No change 26,806 $2.9M
McGlone Suttner Wealth Management, Inc. 0.39% Add +11.1% 8,723 $2.9M
Henson-Edgewater Management, LLC 1.72% — 8,708 $2.9M
SwitchPoint Financial Planning, LLC 2.04% Reduce -16.1% 8,683 $2.9M
WPWealth LLP 0.46% Reduce -4.0% 8,675 $2.9M
NorthCoast Asset Management LLC 0.06% Reduce -99.0% 8,660 $2.9M
Stirlingshire Investments, Inc. 2.58% — 8,659 $2.9M
Brandywine Oak Private Wealth LLC 0.24% Reduce -1.7% 8,647 $2.9M
Glass Jacobson Investment Advisors llc 1.04% Add +0.0% 8,645 $2.9M
Simmons Bank 0.19% Add +5.4% 8,629 $2.9M
Keating Financial Advisory Services, Inc. 0.39% — 8,628 $2.9M
Kennicott Capital Management LLC 1.40% Reduce -11.5% 8,610 $2.9M
Parkside Financial Bank & Trust 0.22% Reduce -3.6% 8,591 $2.9M
Kavar Capital Partners Group, LLC 0.40% Add +0.4% 8,568 $2.9M
Fiduciary Counselling Inc. 7.60% No change 8,538 $2.9M
Brio Consultants, LLC 0.37% Reduce -1.8% 8,538 $2.9M
Bridges Investment Management Inc. 0.04% Add +58.5% 8,499 $2.8M
Accurate Wealth Management, LLC 0.36% Reduce -0.2% 8,330 $2.8M
Resolute Capital, LLC 1.19% — 8,497 $2.8M
Avestar Capital, LLC 0.20% Reduce -2.9% 8,487 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -2.6% 8,486 $2.8M
Greenfield Savings Bank 1.19% Reduce -0.8% 8,433 $2.8M
EagleClaw Capital Managment, LLC 0.41% Reduce -5.6% 8,432 $2.8M
Optimus Capital Advisors, LLC 1.66% — 8,430 $2.8M
Private Wealth Partners, LLC 0.20% Reduce -41.3% 8,430 $2.8M
Eldridge Investment Advisors, Inc. 0.62% Add +0.6% 8,405 $2.8M
TFO Wealth Partners, LLC 0.42% Add +0.1% 8,398 $2.8M
Sfmg, LLC 0.19% Add +2.3% 8,379 $2.8M
McAdam, LLC 0.13% Reduce -1.4% 8,362 $2.8M
Hegarty Advisors, LLC 2.43% — 8,357 $2.8M
Alpha Omega Wealth Management LLC 0.46% Reduce -0.5% 8,347 $2.8M
Innova Wealth Partners 1.41% Add +7.1% 8,331 $2.8M
CNB Bank 1.14% No change 8,307 $2.8M
Alpha Cubed Investments, LLC 0.10% Add +4.2% 8,305 $2.8M
CMG Global Holdings, LLC 1.23% Add +1.6% 8,220 $2.8M
Eclectic Associates Inc. 0.43% Add +838.3% 8,285 $2.8M
Ketron Financial 0.92% — 8,280 $2.8M
Sprinkle Financial Consultants LLC 1.41% No change 8,268 $2.8M
Fourth Dimension Wealth, LLC 1.01% Reduce -1.4% 8,266 $2.8M
Foster Victor Wealth Advisors, LLC 0.16% Reduce -4.7% 8,104 $2.8M
Financial Insights, Inc. 0.93% Add +10.3% 8,252 $2.8M
Tacita Capital Inc 1.59% No change 8,204 $2.8M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +9.3% 8,200 $2.7M
Simplicity Wealth,LLC 0.16% Reduce -20.7% 8,186 $2.7M
Adirondack Trust Co. 0.90% Add +1.6% 8,164 $2.7M
Dash Acquisitions Inc. 0.57% Reduce -0.8% 8,061 $2.7M
OMNI 360 Wealth, Inc. 1.40% Add +21.6% 7,996 $2.7M
Montag A & Associates Inc. 0.12% Add +3.3% 8,107 $2.7M
Northeast Financial Group, Inc. 0.68% Reduce -1.8% 8,088 $2.7M
Paragon Capital Management Inc. 2.10% Add +86.6% 8,082 $2.7M
Yoffe Investment Management, LLC 3.46% No change 8,078 $2.7M
Opal Capital LLC 0.68% — 7,904 $2.7M
Running Point Capital Advisors, LLC 0.74% Add +0.1% 8,075 $2.7M
Ballast Rock Private Wealth LLC 1.69% — 8,048 $2.7M
Cahill Financial Advisors Inc. 0.29% Add +10.0% 8,034 $2.7M
Comprehensive Money Management Services LLC 1.86% Add +0.2% 8,026 $2.7M
Ashton Thomas Securities, LLC 0.51% Reduce -1.5% 8,024 $2.7M
SeaBridge Investment Advisors LLC 0.44% Reduce -2.6% 8,024 $2.7M
71 West Capital Partners 0.12% — 8,011 $2.7M
Integrity Wealth Solutions LLC 1.06% Add +6.8% 8,003 $2.7M
L. Roy Papp & Associates, LLP 0.30% Add +0.2% 7,994 $2.7M
Wealth Management Strategies, Inc. 1.23% Add +1.1% 7,992 $2.7M
Center for Financial Planning, Inc. 0.28% Add +3.7% 7,965 $2.7M
Nikulski Financial, Inc. 0.64% Reduce -28.6% 7,928 $2.7M
Orca Investment Management, LLC 2.09% Reduce -0.8% 7,924 $2.7M
Monument Capital Management 0.66% Add +0.0% 7,924 $2.7M
Compass Capital Corp. /Ma/ 1.02% Reduce -33.4% 7,753 $2.7M
Avidian Wealth Enterprises, LLC 0.10% Add +3.6% 7,901 $2.6M
Good Harbor Advisors, Inc. 3.08% — 7,890 $2.6M
49 Wealth Management, LLC 0.21% Add +158.6% 7,868 $2.6M
Unique Wealth, LLC 0.37% Add +46.7% 7,848 $2.6M
Solstein Capital, LLC 1.05% Add +904.6% 7,846 $2.6M
Exencial Wealth Advisors, LLC 0.08% Add +11.8% 7,844 $2.6M
NCM Capital Management, LLC 0.97% Reduce -0.1% 7,830 $2.6M
Bull Street Advisors, LLC 1.22% Add +1.4% 7,796 $2.6M
G2 Capital Management, LLC / Oh 0.63% No change 7,795 $2.6M
Wealth Group Ltd 0.58% Add +3.9% 7,773 $2.6M
Lee, Kelleher & Klein Wealth Management 1.55% Reduce -17.3% 7,766 $2.6M
Madison Wealth Partners, Inc 0.47% Reduce -15.5% 7,764 $2.6M
Austin Wealth Management, LLC 0.38% Reduce -0.3% 7,647 $2.6M
Sfm, LLC 1.52% Reduce -4.0% 7,737 $2.6M
Xena Financial Planning, LLC 3.04% — 7,716 $2.6M
Holland Advisory Services, Inc. 3.49% Reduce -0.9% 7,713 $2.6M
New World Advisors LLC 0.44% Add +1.3% 7,697 $2.6M
LifeGoal Investments, LLC 1.73% Reduce -0.9% 7,682 $2.6M
Nabity-Jensen Investment Management Inc 1.74% Reduce -2.5% 7,672 $2.6M
Watershed Private Wealth LLC 0.77% Add +0.2% 7,672 $2.6M
Empire Financial Management Company, LLC 0.56% Reduce -6.4% 7,667 $2.6M
Trinity Wealth Management, LLC 0.95% Add +3.5% 7,667 $2.6M
FinDec Wealth Services, Inc. 2.76% Reduce -5.6% 7,665 $2.6M
GatePass Capital, LLC 1.35% Add +25.6% 7,659 $2.6M
Highline Wealth Partners LLC 0.72% Add +20.0% 7,644 $2.6M
Baldwin Investment Management, LLC 0.29% Add +2.2% 7,637 $2.6M
Oxbow Advisors, LLC 0.23% No change 7,630 $2.6M
Total Clarity Wealth Management, Inc. 0.62% Reduce -4.3% 7,616 $2.6M
Clearstead Trust, LLC 0.40% No change 7,608 $2.6M
Cornerstone Capital, Inc. 0.25% Add +18.5% 7,588 $2.5M
Tradition Wealth Management, LLC 0.18% Add +0.8% 7,576 $2.5M
Stonehaven Wealth & Tax Solutions, LLC 2.28% Add +5.0% 7,568 $2.5M
Cura Wealth Advisors, LLC 0.96% Add +7.7% 7,560 $2.5M
Investors Asset Management of Georgia Inc. /Ga/ 1.05% Reduce -0.1% 7,559 $2.5M
Main Street Group, LTD 0.87% Add +21.9% 7,503 $2.5M
KMG Fiduciary Partners, LLC 0.18% Reduce -0.1% 7,498 $2.5M
Five Oceans Advisors 0.89% Reduce -0.4% 7,495 $2.5M
Tower Research Capital LLC (TRC) 0.06% Add +43929.4% 7,485 $2.5M
Jim Saulnier & Associates, LLC 1.30% Reduce -12.3% 7,473 $2.5M
Kropog Financial Group, LLC 1.94% Add +0.3% 7,472 $2.5M
Federated Hermes, Inc. 0.00% No change 7,470 $2.5M
Private Advisory Group LLC 0.20% Add +4.6% 7,448 $2.5M
Winch Advisory Services, LLC 0.55% Reduce -28.2% 7,445 $2.5M
Financial Plan, Inc. 0.29% — 7,428 $2.5M
Plum Street Advisors, LLC 0.89% No change 7,420 $2.5M
Pasadena Private Wealth, LLC 0.34% Add +5.4% 7,409 $2.5M
Milestone Asset Management Group, LLC 1.40% Add +12.5% 7,401 $2.5M
Bank of Stockton 0.71% Reduce -11.4% 7,376 $2.5M
KFA Private Wealth Group, LLC 0.60% Add +12.4% 7,364 $2.5M
Valtinson Bruner Financial Planning LLC 0.71% Add +0.3% 7,363 $2.5M
Bath Savings Trust Co 0.25% Add +6.7% 7,352 $2.5M
Delta Financial Advisors LLC 0.64% Add +195.2% 7,327 $2.5M
Northeast Planning Associates, Inc. / NH / 1.74% No change 7,325 $2.5M
Fiduciary Advisors, Inc. 1.87% Reduce -0.9% 7,322 $2.5M
Eaton Financial Holdings Company, LLC 0.66% Add +6.9% 7,319 $2.5M
Fidelis Capital Partners, LLC 0.18% Add +147.4% 7,309 $2.5M
Schaper Benz & Wise Investment Counsel Inc. 0.18% Reduce -6.8% 7,302 $2.4M
XML Financial, LLC 0.20% Add +24.5% 7,284 $2.4M
Encompass More Asset Management 0.45% Reduce -46.5% 7,263 $2.4M
HFG Advisors, Inc. 1.76% Add +0.1% 7,261 $2.4M
Octavia Wealth Advisors, LLC 0.23% Reduce -23.6% 7,261 $2.4M
TritonPoint Partners, LLC 1.30% — 7,254 $2.4M
Gemmer Asset Management LLC 0.19% Add +2.3% 7,251 $2.4M
Elevation Wealth Partners, LLC 0.86% Reduce -7.6% 7,240 $2.4M
Destination Wealth Management 0.06% Add +191.4% 7,204 $2.4M
Arbor Investment Advisors, LLC 0.32% Reduce -0.1% 7,202 $2.4M
Gentry Private Wealth, LLC 1.52% No change 7,191 $2.4M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -2.1% 7,175 $2.4M
Seed Wealth Management, Inc. 1.66% Reduce -5.3% 7,165 $2.4M
HCR Wealth Advisors 0.24% Reduce -6.3% 7,162 $2.4M
Tompkins Financial Corp. 0.19% Reduce -1.1% 7,159 $2.4M
Intellectus Partners, LLC 0.46% New 7,154 $2.4M
Collaborative Wealth Managment Inc. 0.84% Add +0.9% 7,137 $2.4M
Curtis Advisory Group, LLC 0.50% Reduce -4.0% 7,137 $2.4M
Rossmore Private Capital 0.21% Add +4.4% 7,124 $2.4M
Tradewinds, LLC. 0.57% Reduce -1.6% 7,109 $2.4M
Red Lighthouse Investment Management, LLC 0.85% Add +1.9% 7,104 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% Add +3.3% 7,102 $2.4M
Secure Asset Management, LLC 0.37% Add +10.0% 7,098 $2.4M
Fermata Advisors, LLC 0.57% Add +14.0% 7,092 $2.4M
Mosaic Family Wealth Partners, LLC 0.26% Reduce -14.3% 7,088 $2.4M
Beaumont Asset Management, L.L.C. 1.19% Add +0.1% 7,088 $2.4M
Aznar Financial Advisors, LLC 2.28% — 7,078 $2.4M
Heritage Family Offices, LLP 1.08% Add +752.8% 7,061 $2.4M
Verus Capital Partners, LLC 0.16% Add +21.4% 7,036 $2.4M
Intellus Advisors LLC 0.31% Reduce -0.3% 7,033 $2.4M
Retirement Income Solutions, Inc. 0.40% No change 7,032 $2.4M
Greenberg Financial Group 0.97% — 7,016 $2.4M
FLC Capital Advisors 0.43% Reduce -2.0% 7,003 $2.3M
Sepio Capital, LP 0.13% Add +12.9% 6,994 $2.3M
LPWM LLC 0.59% Add +3.0% 6,991 $2.3M
Pacifica Partners Inc. 1.04% Reduce -2.1% 6,968 $2.3M
Sensible Money, LLC 0.75% Add +7.7% 6,989 $2.3M
S.E.E.D. Planning Group LLC 0.67% Reduce -10.4% 6,977 $2.3M
Hobbs Group Advisors, LLC 0.70% Add +0.1% 6,962 $2.3M
OpenArc Corporate Advisory, LLC 0.04% — 6,953 $2.3M
Essex Bank 0.51% No change 6,953 $2.3M
Sun Group Wealth Partners 1.87% — 6,952 $2.3M
Howard Wealth Management, LLC 1.02% Reduce -4.7% 6,940 $2.3M
Latitude Advisors, LLC 1.02% Reduce -7.6% 6,936 $2.3M
Mosaic Financial Group, LLC 1.59% Add +0.1% 6,933 $2.3M
Roffman Miller Associates Inc. 0.13% Add +0.8% 6,927 $2.3M
Whelan Financial 0.73% Reduce -0.8% 6,925 $2.3M
Fort Sheridan Advisors LLC 0.29% Add +8.5% 6,924 $2.3M
RDA Financial Network 0.56% Reduce -0.7% 6,908 $2.3M
Grandview Asset Management LLC 0.63% Add +24.3% 6,895 $2.3M
Arcadia Wealth Management, Inc. 1.33% Add +7.4% 6,892 $2.3M
Triumph Capital Management 0.50% Add +4.0% 6,885 $2.3M
Chemistry Wealth Management LLC 0.43% Add +284.1% 6,879 $2.3M
Aquire Wealth Advisors, LLC 0.60% Reduce -16.3% 6,869 $2.3M
American Investment Services, Inc. 0.53% Reduce -2.9% 6,851 $2.3M
COFG Advisors, LLC 0.57% — 6,836 $2.3M
Interchange Capital Partners, LLC 0.42% Reduce -0.1% 6,810 $2.3M
Twin Peaks Wealth Advisors, LLC 0.66% Add +74.3% 6,658 $2.3M
Diesslin Group, Inc. 0.91% — 6,787 $2.3M
Ironwood Investment Counsel, LLC 0.32% Add +156.3% 6,783 $2.3M
Muirfield Wealth Advisors LLC 1.67% Reduce -4.6% 6,771 $2.3M
Ally Invest Advisors Inc. 0.16% Add +18.5% 6,749 $2.3M
Marquette Associates, Inc. 2.89% Reduce -62.6% 6,734 $2.3M
United Financial Planning Group LLC 1.37% Reduce -96.2% 6,733 $2.3M
Gateway Investment Advisers LLC 0.02% Reduce -15.9% 6,727 $2.3M
Kassira Wealth Management LLC 2.14% Add +0.7% 6,724 $2.3M
Gill Capital Partners, LLC 0.68% Add +0.9% 6,714 $2.3M
NWK Group, Inc. 0.78% No change 6,711 $2.2M
Magnus Financial Group LLC 0.17% Add +11.1% 6,693 $2.2M
TBH Global Asset Management, LLC 0.37% Add +33.8% 6,686 $2.2M
Accent Capital Management, LLC 0.96% Add +4.0% 6,685 $2.2M
Sharkey, Howes & Javer 0.28% Add +9.7% 6,682 $2.2M
Burney Co./ 0.07% Add +124.8% 6,671 $2.2M
RS Crum Inc. 0.45% Reduce -0.2% 6,667 $2.2M
Willis Johnson & Associates, Inc. 0.14% Reduce -7.2% 6,657 $2.2M
Austin Private Wealth, LLC 0.17% Reduce -8.6% 6,655 $2.2M
Schneider Downs Wealth Management Advisors, LP 0.25% No change 6,653 $2.2M
LMG Wealth Partners, LLC 0.42% No change 6,641 $2.2M
Allegheny Financial Group 0.33% Add +3.7% 6,616 $2.2M
MBL Wealth, LLC 0.18% Reduce -5.7% 6,589 $2.2M
SP Asset Management LLC 0.17% Add +0.4% 6,588 $2.2M
Cascade Wealth Advisors, Inc 1.02% Reduce -13.5% 6,438 $2.2M
Everett Harris & Co. 0.03% Add +7.1% 6,582 $2.2M
ATX Financial Planning, LLC 1.70% — 6,561 $2.2M
Courier Capital LLC 0.12% Reduce -2.0% 6,543 $2.2M
Manhattan West Asset Management, LLC 0.45% Reduce -3.5% 6,516 $2.2M
Perkins Coie Trust Co 0.41% Reduce -0.1% 6,516 $2.2M
Marble Wealth, LLC 0.30% — 6,484 $2.2M
ORBA Wealth Advisors, L.L.C. 1.89% No change 6,483 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.63% Add +0.7% 6,478 $2.2M
Centaurus Financial, Inc. 0.10% Reduce -30.3% 6,475 $2.2M
Old North State Wealth Management, LLC 1.02% Add +8.9% 6,445 $2.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.49% Reduce -48.8% 6,442 $2.2M
Flywheel Private Wealth LLC 1.35% Reduce -0.2% 6,430 $2.2M
Beese Fulmer Investment Management, Inc. 0.14% Reduce -0.6% 6,402 $2.1M
Regatta Capital Group, LLC 0.32% Reduce -4.7% 6,395 $2.1M
Vawter Financial, Ltd. 0.90% Add +0.7% 6,370 $2.1M
MB Generational Wealth, LLC 1.13% No change 6,367 $2.1M
DecisionMap Wealth Management, LLC 1.31% Add +0.3% 6,342 $2.1M
Westfuller Advisors, LLC 0.86% Add +1.5% 6,319 $2.1M
Secured Retirement Advisors, LLC 1.18% Reduce -4.9% 6,302 $2.1M
Summit Wealth Group, LLC 0.49% Reduce -0.1% 6,293 $2.1M
Rubicon Advisors, GP 2.00% — 6,291 $2.1M
Texas Yale Capital Corp. 0.06% Add +0.1% 6,287 $2.1M
First American Trust, FSB 0.14% Add +215.1% 6,265 $2.1M
IronBridge Private Wealth, LLC 0.66% No change 6,249 $2.1M
J. Mark Nickell & Co. 1.93% — 6,245 $2.1M
Myecfo, LLC 0.89% Add +6.9% 6,242 $2.1M
Crux Wealth Advisors 0.78% Reduce -37.9% 6,235 $2.1M
Aspiring Ventures, LLC 0.76% Reduce -1.2% 6,233 $2.1M
BlueSky Wealth Advisors, LLC 0.28% No change 6,229 $2.1M
Base Wealth Management LLC 1.12% Reduce -9.9% 6,229 $2.1M
PCM Encore, LLC 0.44% — 6,209 $2.1M
Salem Investment Counselors Inc. 0.06% Reduce -3.4% 6,184 $2.1M
Asset Advisory Group, Inc. 1.03% — 6,147 $2.1M
Private Wealth Management Group, LLC 0.55% Add +29.2% 6,143 $2.1M
Goldstein Advisors, LLC 0.23% Add +0.1% 6,141 $2.1M
Seal Cove Capital, LLC 1.92% — 6,138 $2.1M
Caldwell Sutter Capital, Inc. 0.87% No change 6,128 $2.1M
United Advisor Group, LLC 0.26% Add +2.1% 6,119 $2.1M
Orgel Wealth Management, LLC 0.05% Add +1.2% 6,117 $2.1M
McHugh Group, LLC 1.18% Add +14.1% 6,103 $2.0M
RTD Financial Advisors, Inc. 0.25% No change 6,049 $2.0M
Bay Rivers Group 0.82% Reduce -0.5% 6,029 $2.0M
Hubbell Strickland Wealth Management, LLC 0.81% Add +4.4% 6,019 $2.0M
Legacy Edge Advisors, LLC 0.22% Add +17.7% 6,002 $2.0M
Veratis Advisors, Inc. 1.59% — 5,976 $2.0M
Fca Corp. 0.57% Reduce -7.2% 5,979 $2.0M
Park Edge Advisors, LLC 0.45% Reduce -4.6% 5,977 $2.0M
Robinhood Asset Management, LLC 0.16% — 5,971 $2.0M
Echo Wealth Management, LLC 1.17% No change 5,964 $2.0M
Baron Financial Group, LLC 1.07% Reduce -0.7% 5,959 $2.0M
Colter Lewis Investment Partners LLC 2.30% — 5,941 $2.0M
Ipswich Investment Management Co., Inc. 0.46% Reduce -0.5% 5,941 $2.0M
Mason & Associates Inc 0.37% Reduce -5.3% 5,935 $2.0M
WMG Financial Advisors, LLC 0.82% Reduce -12.1% 5,910 $2.0M
Financial Connections Group, Inc. 0.68% Reduce -2.2% 5,910 $2.0M
Accretive Wealth Partners, LLC 0.59% Reduce -0.0% 5,898 $2.0M
TFC Financial Management, Inc. 0.25% Add +66.8% 5,892 $2.0M
Armstrong Advisory Group, Inc. 0.13% Add +0.1% 5,886 $2.0M
TD Asset Management Inc 0.00% Reduce -5.9% 5,858 $2.0M
Bison Wealth, LLC 0.22% Reduce -96.2% 6,125 $2.0M
KPP Advisory Services LLC 0.28% Reduce -12.4% 5,817 $2.0M
Capital Asset Advisory Services LLC 0.08% Add +3.3% 5,712 $1.9M
MOR Wealth Management, LLC 0.89% — 5,804 $1.9M
Sovereign Financial Group, Inc. 0.35% Reduce -0.4% 5,800 $1.9M
Prosperity Bancshares Inc 1.75% — 5,782 $1.9M
Strategent Financial, LLC 1.23% Add +3.4% 5,774 $1.9M
Davidson Trust Co. 0.81% No change 5,767 $1.9M
Oldfather Financial Services, LLC 0.57% Reduce -0.9% 5,741 $1.9M
Capital Investment Management, Inc. 0.67% — 5,720 $1.9M
Planning Project LLC 0.48% — 5,709 $1.9M
Realta Investment Advisors 0.63% Reduce -6.3% 5,708 $1.9M
Archer Investment Management, LLC 1.03% Add +97.3% 5,707 $1.9M
ETF Store, Inc. 1.95% Add +0.0% 5,693 $1.9M
Polen Capital Management LLC 0.01% New 5,677 $1.9M
Covenant Asset Management, LLC 0.37% Add +2.4% 5,665 $1.9M
Alliance Wealth Advisors, LLC 0.91% Add +6.4% 5,661 $1.9M
Catalyst Private Wealth, LLC 0.83% Add +0.6% 5,658 $1.9M
Meridian Wealth Partners, LLC 0.26% Reduce -59.2% 5,657 $1.9M
One Charles Private Wealth Services, LLC 0.49% Reduce -43.8% 5,656 $1.9M
Charles Schwab Trust Co 0.12% Add +21.5% 5,652 $1.9M
Birchbrook, Inc. 0.94% Add +0.0% 5,647 $1.9M
Trustmark Bank Trust Department 0.12% Reduce -0.2% 5,629 $1.9M
Members Wealth LLC 1.18% Reduce -3.7% 5,517 $1.9M
Endeavor Private Wealth, Inc. 0.54% Add +285.3% 5,626 $1.9M
MFA Wealth Services 1.27% Reduce -0.5% 5,613 $1.9M
Zacks Investment Management 0.01% Add +5.7% 5,612 $1.9M
CCG Wealth Management, LLC 0.81% Reduce -15.4% 5,612 $1.9M
Morton Capital Management LLC 0.29% Add +5.6% 5,611 $1.9M
Stone Wealth Partners 1.67% — 5,602 $1.9M
GAMMA Investing LLC 0.09% Reduce -14.4% 5,595 $1.9M
Penobscot Investment Management Company, Inc. 0.14% Reduce -4.3% 5,576 $1.9M
Impact Capital Partners LLC 0.55% Add +1.8% 5,575 $1.9M
Northeast Investment Management 0.07% Add +0.3% 5,575 $1.9M
Next Level Private LLC 0.49% Add +1.0% 5,574 $1.9M
Coquina Private Wealth LLC 1.49% — 5,556 $1.9M
Daner Wealth Management, LLC 1.14% Reduce -4.0% 5,448 $1.9M
RFP Financial Group LLC 0.89% Reduce -48.2% 5,530 $1.9M
Wingate Wealth Advisors, Inc. 1.03% Add +4.3% 5,528 $1.9M
EFG International AG 0.04% — 5,514 $1.8M
Rice Partnership, LLC 0.25% No change 5,495 $1.8M
Smithbridge Asset Management Inc. 0.16% Add +83.3% 5,494 $1.8M
J Hagan Capital, Inc. 1.02% Reduce -53.7% 5,492 $1.8M
Mills Wealth Advisors LLC 0.72% Reduce -2.3% 5,483 $1.8M
Oak Family Advisors, LLC 0.56% Add +248.9% 5,478 $1.8M
True Vision MN LLC 0.93% Reduce -2.1% 5,474 $1.8M
Revisor Wealth Management LLC 0.49% Add +51.7% 5,410 $1.8M
Neumann Capital Management, LLC 0.53% Reduce -7.6% 5,466 $1.8M
ODonnell Financial Services, LLC 0.63% Reduce -0.2% 5,462 $1.8M
Earnest Partners LLC 0.01% Add +107.8% 5,454 $1.8M
Etesian Wealth Advisors, Inc. 0.57% Reduce -2.5% 5,446 $1.8M
BTG Pactual Asset Management US LLC 0.20% Add +2.3% 5,399 $1.8M
Heritage Wealth Advisors 0.07% Add +1.0% 5,438 $1.8M
Paulson Wealth Management Inc. 0.42% Add +1.9% 5,435 $1.8M
Peregrine Asset Advisers, Inc. 0.51% Add +1.4% 5,435 $1.8M
Pandowealth. LLC 1.67% — 5,422 $1.8M
Fortis Capital Management LLC 0.24% Add +177.4% 5,409 $1.8M
Parthenon LLC 0.20% Reduce -3.3% 5,407 $1.8M
Richard C. Young & CO., LTD. 0.16% Add +209.9% 5,407 $1.8M
Concord Wealth Partners 0.24% Reduce -3.9% 5,405 $1.8M
Financial Council, LLC 0.72% Add +8.0% 5,387 $1.8M
Mullaney, Keating & Wright, Inc. 0.95% Add +0.0% 5,379 $1.8M
Shira Ridge Wealth Management 0.72% Add +6.5% 5,374 $1.8M
BDFS Capital LLC 0.91% — 5,353 $1.8M
Town Capital LLC 1.47% — 5,347 $1.8M
Tannin Capital LLC 1.60% — 5,344 $1.8M
Ascent Wealth Partners, LLC 0.21% Reduce -4.4% 5,343 $1.8M
Wealth Analytics Partners, LLC 0.70% — 5,341 $1.8M
JGP Wealth Management, LLC 0.19% Reduce -6.2% 5,341 $1.8M
Rhodes Investment Advisors Inc. 1.45% — 5,336 $1.8M
Thompson Siegel & Walmsley LLC 0.03% Add +16.4% 5,329 $1.8M
Texas Capital Bank Wealth Management Services Inc 0.10% Add +143.0% 5,314 $1.8M
Security Financial Services, INC. 0.28% Reduce -1.7% 5,302 $1.8M
Family Manage LLC 0.22% No change 5,289 $1.8M
Cahaba Wealth Management, Inc. 0.12% Reduce -0.8% 5,287 $1.8M
Goelzer Investment Management, Inc. 0.08% Add +0.1% 5,284 $1.8M
Objective Capital Management, LLC 1.80% Add +0.0% 5,272 $1.8M
Williams Jones Wealth Management, LLC. 0.02% Reduce -7.2% 5,253 $1.8M
Cloud Capital Management, LLC 0.83% Add +25.4% 5,242 $1.8M
Founders Financial Alliance, LLC 0.33% Reduce -4.2% 5,235 $1.8M
Ullmann Wealth Partners Group, LLC 0.18% Add +0.0% 5,225 $1.8M
Purkiss Capital Advisors LLC 0.82% No change 5,224 $1.8M
BKM Wealth Management, LLC 0.64% Add +0.2% 5,198 $1.7M
Valley National Advisers Inc. 0.24% Reduce -2.0% 5,190 $1.7M
Sivia Capital Partners, LLC 0.35% Reduce -28.7% 5,186 $1.7M
Outlook Wealth Advisors, LLC 0.39% Reduce -8.2% 5,186 $1.7M
IFG Advisors, LLC 0.29% Add +0.9% 5,177 $1.7M
Sovran Advisors, LLC 0.15% Reduce -16.9% 5,071 $1.7M
Curran Financial Partners, LLC 0.33% Reduce -16.5% 5,169 $1.7M
Vestor Capital, LLC 0.15% Reduce -89.3% 550 $1.7M
HBE Wealth Management, LLC 1.63% — 5,163 $1.7M
Courage Miller Partners, LLC 0.52% Reduce -0.1% 5,157 $1.7M
AF Advisors, Inc. 0.66% Add +0.0% 5,150 $1.7M
Scotia Capital Inc. 0.01% Reduce -1.5% 5,151 $1.7M
St Germain D J Co. Inc. 0.07% Reduce -3.3% 5,145 $1.7M
Chapin Davis, Inc. 0.40% Add +0.1% 5,140 $1.7M
Harbour Capital Advisors, LLC 0.35% Add +2.1% 5,113 $1.7M
Winthrop Capital Management, LLC 0.40% Add +1.0% 5,128 $1.7M
BCK Partners, Inc. 0.93% Add +20.2% 5,126 $1.7M
1776 Wealth LLC 0.65% Reduce -1.3% 5,117 $1.7M
Ted Buchan & Co 0.63% Reduce -9.3% 5,116 $1.7M
Winter & Associates, Inc. 1.58% — 5,113 $1.7M
Vantage Financial Partners, LLC 0.35% Add +3.8% 5,108 $1.7M
Juncture Wealth Strategies, LLC 0.56% Reduce -0.6% 5,107 $1.7M
Stockman Wealth Management, Inc. 0.20% Add +44.6% 5,102 $1.7M
Bernardo Wealth Planning LLC 0.33% Reduce -0.3% 5,098 $1.7M
Summit Financial Strategies, Inc. 0.14% Add +2.7% 5,096 $1.7M
Galvin, Gaustad & Stein, LLC 0.14% Reduce -18.6% 5,089 $1.7M
GDS Wealth Management 0.11% Add +1.3% 5,081 $1.7M
HWG Holdings LP 0.41% No change 5,079 $1.7M
Oarsman Capital, Inc. 0.22% Add +21.3% 5,078 $1.7M
Journey Advisory Group, LLC 0.14% Reduce -4.7% 5,077 $1.7M
Florida Financial Advisors, LLC 0.46% Add +8.7% 5,065 $1.7M
Powerhouse Assets LLC 1.49% — 5,063 $1.7M
Hourglass Capital, LLC 0.37% No change 5,059 $1.7M
Cypress Capital Group 0.19% Reduce -9.4% 5,056 $1.7M
Hamilton Wealth, LLC 0.32% Reduce -2.2% 5,047 $1.7M
Lane Brothers & Co. Inc. 1.22% — 5,034 $1.7M
Wellington Grp LLC 0.56% — 5,032 $1.7M
HHM Wealth Advisors, LLC 0.20% Add +3.5% 5,027 $1.7M
Pursue Wealth Partners LLC 0.82% Add +0.0% 5,023 $1.7M
Claris Financial LLC 0.90% Add +167.8% 5,019 $1.7M
Littlejohn Financial Services, Inc. 1.24% Reduce -4.3% 5,016 $1.7M
Creative Financial Designs Inc. 0.11% Add +47.7% 5,015 $1.7M
Meridian Wealth Advisors, LLC 0.23% Add +4.2% 5,012 $1.7M
Fund Evaluation Group, LLC 0.06% Add +12.2% 5,007 $1.7M
AtlasMark Financial, Inc 1.08% No change 5,000 $1.7M
First Foundation Advisors 0.06% Reduce -6.5% 4,978 $1.7M
SimpliFi, Inc. 0.71% Reduce -4.3% 4,977 $1.7M
Vilga Financial Planning LLC 1.60% — 4,975 $1.7M
Grand Wealth Management, LLC 0.76% Add +4.2% 4,975 $1.7M
Conscious Wealth Investments, LLC 1.00% Add +12.4% 4,979 $1.7M
Chesapeake Wealth Management 0.49% Add +22.6% 4,952 $1.7M
SageGuard Financial Group, LLC 0.26% — 4,950 $1.7M
Colton Groome Financial Advisors, LLC 0.48% No change 4,947 $1.7M
Coastal Bridge Advisors, LLC 0.12% Add +22.8% 4,943 $1.7M
Trivium Point Advisory, LLC 0.17% Add +35.8% 4,935 $1.7M
Oak Barrel Wealth Advisory LLC 0.98% — 4,914 $1.6M
Miller Capital Partners, Inc. 0.84% — 4,911 $1.6M
Chatham Capital Group, Inc. 0.23% Add +1.8% 4,900 $1.6M
Nova R Wealth, Inc. 0.60% Add +132.1% 4,888 $1.6M
Morton Brown Family Wealth, LLC 0.45% Add +0.0% 4,888 $1.6M
Essex LLC 0.29% Add +1.7% 4,877 $1.6M
Archvest Wealth Advisors, Inc. 1.04% Add +4.8% 4,862 $1.6M
Graetz Wealth LLC 1.48% — 4,853 $1.6M
FourThought Financial Partners, LLC 0.14% Reduce -5.3% 4,847 $1.6M
Creative Capital Management Investments LLC 0.49% Reduce -3.5% 4,839 $1.6M
McKinley Carter Wealth Services, Inc. 0.09% Reduce -5.9% 4,835 $1.6M
First Growth Capital LLC 1.44% — 4,739 $1.6M
Rowlandmiller & Partners.adv 0.31% Add +45.8% 4,819 $1.6M
Perryman Financial Advisory Inc. 0.24% — 4,812 $1.6M
1 North Wealth Services LLC 0.57% No change 4,809 $1.6M
Koss-Olinger Consulting, LLC 0.12% Reduce -40.1% 4,808 $1.6M
Twelve Points Wealth Management LLC 0.36% Add +3.0% 4,699 $1.6M
Brick & Kyle, Associates 0.57% Add +0.3% 4,790 $1.6M
Verity Asset Management, Inc. 0.69% Reduce -8.8% 4,786 $1.6M
Institute for Wealth Management, LLC. 0.17% No change 4,772 $1.6M
Wealth Dimensions Group, Ltd. 0.32% Reduce -1.1% 4,771 $1.6M
Wealthquest Corp 0.12% New 4,765 $1.6M
Brown, Lisle/Cummings, Inc. 0.39% Add +0.0% 4,759 $1.6M
Golden Road Advisors LLC 0.91% Add +11.1% 4,750 $1.6M
Cidel Asset Management Inc. 0.11% Reduce -0.1% 4,750 $1.6M
Poehling Capital Management, INC. 0.33% No change 4,748 $1.6M
Wolfstich Capital, LLC 1.47% Add +21.0% 4,744 $1.6M
Hurley Capital, LLC 0.89% Add +1.6% 4,740 $1.6M
Seneca Financial Advisors LLC 0.48% No change 4,722 $1.6M
First Nebraska Trust Co 0.14% No change 4,700 $1.6M
Vista Investment Management 0.52% Reduce -0.3% 4,694 $1.6M
Flavin Financial Services, Inc. 1.08% Add +16.6% 4,694 $1.6M
SmartHarvest Portfolios, LLC 0.55% — 4,693 $1.6M
Everpar Advisors LLC 0.58% Add +0.3% 4,691 $1.6M
Solidarity Wealth, LLC 0.32% Reduce -0.1% 4,687 $1.6M
Tarbox Family Office, Inc. 0.25% Reduce -76.5% 4,687 $1.6M
Pathway Financial Advisors LLC 0.20% Add +0.0% 4,604 $1.6M
Summit Asset Management, LLC 0.22% Add +0.6% 4,681 $1.6M
Pacific Financial Group Inc. 0.87% Reduce -1.0% 4,672 $1.6M
Aspen Wealth Management LLC 0.33% Add +14.5% 4,670 $1.6M
Albion Financial Group 0.10% No change 4,664 $1.6M
BigSur Wealth Management LLC 0.38% No change 4,653 $1.6M
Buttonwood Financial Advisors Inc. 0.52% Reduce -3.8% 4,648 $1.6M
Stordahl Capital Management, Inc. 0.32% Reduce -2.2% 4,637 $1.6M
Sherman Wealth Management LLC 1.35% — 4,637 $1.6M
North Ridge Wealth Advisors, Inc. 0.87% Reduce -2.8% 4,628 $1.6M
Triad Wealth Partners, LLC 0.15% Add +17.4% 4,612 $1.5M
Riverview Trust Co 1.87% No change 4,604 $1.5M
Concentrum Wealth Management 0.43% No change 4,596 $1.5M
Mach-1 Financial Group, LLC 0.32% New 4,582 $1.5M
Davidson Investment Advisors 0.06% Reduce -1.9% 4,582 $1.5M
Mogy Joel R Investment Counsel Inc. 0.08% Reduce -0.3% 4,579 $1.5M
Robinswood Financial LLC 0.49% Reduce -4.0% 4,564 $1.5M
Hansen & Associates Financial Group, Inc. 0.83% Add +17.4% 4,468 $1.5M
Petersen Hastings Wealth Advisors Inc. 0.15% — 4,553 $1.5M
Woodard & Co. Asset Management Group Inc. 0.24% Reduce -24.9% 4,551 $1.5M
Hopwood Financial Services, Inc. 1.07% Reduce -0.4% 4,549 $1.5M
Baltimore-Washington Financial Advisors, Inc. 0.06% Add +4.9% 4,543 $1.5M
Vident Advisory, LLC 0.01% Add +8.6% 4,527 $1.5M
Sentinel Wealth Management, Inc. 1.26% No change 4,523 $1.5M
Panoramic Capital Partners, LLC 0.93% No change 4,522 $1.5M
Thrive Capital Management, LLC 0.34% Reduce -30.8% 4,520 $1.5M
Aspire Capital Advisors LLC 0.36% Reduce -3.0% 4,519 $1.5M
Northwest Quadrant Wealth Management, LLC 0.31% Add +3.2% 4,514 $1.5M
Macroview Investment Management LLC 1.04% Add +5.3% 4,506 $1.5M
Capital Planning LLC 0.42% No change 4,491 $1.5M
Allium Financial Advisors, LLC 1.20% No change 4,503 $1.5M
Darden Wealth Group Inc 0.73% No change 4,501 $1.5M
Parkside Investments, LLC 0.19% No change 4,500 $1.5M
Heritage Investment Group, Inc. 0.23% Reduce -7.7% 4,493 $1.5M
Providence Capital Advisors, LLC 0.25% Reduce -1.7% 4,486 $1.5M
Wealth Management Nebraska 0.17% Reduce -0.7% 4,482 $1.5M
Piedmont Capital Management, LLC 0.99% — 4,481 $1.5M
Kera Capital Partners, Inc. 0.18% Add +90.1% 4,405 $1.5M
Bill Few Associates, Inc. 0.37% No change 4,467 $1.5M
Cross Staff Investments Inc 0.82% Add +3.2% 4,456 $1.5M
Armstrong Henry H Associates Inc. 0.14% No change 4,449 $1.5M
Northbridge Financial Group, LLC 0.67% — 4,443 $1.5M
10Elms LLP 1.56% Reduce -3.2% 4,439 $1.5M
Measured Wealth Private Client Group, LLC 0.39% Reduce -12.5% 4,431 $1.5M
Investor's Fiduciary Advisor Network, LLC 0.32% Add +4.8% 4,427 $1.5M
Eq LLC 0.43% Add +0.2% 4,425 $1.5M
Financial Freedom, LLC 0.74% Reduce -1.3% 4,423 $1.5M
Vested Financial Planning, LLC 1.14% Add +15.8% 4,416 $1.5M
Frisch Financial Group, Inc. 0.33% Add +0.5% 4,409 $1.5M
Brightwater Advisory LLC 1.00% Reduce -1.1% 4,408 $1.5M
Intergy Private Wealth, LLC 0.45% Add +23.6% 4,406 $1.5M
Performance Wealth Partners, LLC 0.04% Add +23.9% 4,406 $1.5M
ESL Trust Services, LLC 0.28% Add +30.5% 4,403 $1.5M
Mattern Capital Management, LLC 0.17% No change 4,382 $1.5M
Jeppson Wealth Management, LLC 0.46% Reduce -2.8% 4,355 $1.5M
Churchill Financial Advisors, LLC 0.45% — 4,353 $1.5M
Golden State Wealth Management, LLC 0.15% Reduce -0.7% 4,336 $1.5M
Ranch Capital Advisors Inc. 0.54% No change 4,335 $1.5M
First Pacific Financial 0.19% Add +51.8% 4,331 $1.5M
JB Capital LLC 0.06% Add +13.2% 4,328 $1.5M
King Wealth Management Group 0.17% Reduce -0.1% 4,329 $1.5M
Farmers Trust Co. 0.24% No change 4,327 $1.5M
Focused Wealth Management, Inc 0.15% Reduce -3.8% 4,325 $1.5M
Donor Advised Charitable Giving, Inc. 0.03% Add +60.0% 4,325 $1.5M
Opal Wealth Advisors, LLC 0.38% Add +0.9% 4,318 $1.4M
Curated Wealth Partners LLC 0.16% Add +0.1% 4,313 $1.4M
Bricktown Capital, LLC 0.24% No change 4,300 $1.4M
OakTrust Wealth Advisors, LLC 1.33% — 4,290 $1.4M
Headlands Technologies LLC 0.12% Add +157.0% 4,282 $1.4M
Financial Advisors Network, Inc. 0.20% Add +7.8% 4,281 $1.4M
Joel Adams & Associates, Inc. 1.08% Add +2.1% 4,274 $1.4M
RAM Investment Partners, LLC 0.26% Reduce -4.3% 4,274 $1.4M
Clear Trail Advisors, LLC 0.33% — 4,269 $1.4M
Columbia Advisory Partners LLC 0.97% Reduce -10.0% 4,258 $1.4M
Key Financial Inc 0.26% Reduce -1.6% 4,251 $1.4M
Regency Capital Management Inc.\DE 0.59% Add +0.7% 4,247 $1.4M
Columbus Macro, LLC 0.16% Reduce -17.3% 4,247 $1.4M
Richard P Slaughter Associates Inc 0.30% Add +178.8% 4,241 $1.4M
Aspen Capital Management, LLC 0.35% Add +0.0% 4,228 $1.4M
Arvest Bank Trust Division 0.08% Reduce -3.4% 4,225 $1.4M
Urban Wealth Management, LLC 1.31% — 4,219 $1.4M
Financial Management Network Inc. 0.22% Add +1.7% 4,205 $1.4M
V2 Financial group LLC 0.70% Add +16.9% 4,210 $1.4M
Spinnaker Trust 0.08% Add +9.4% 4,188 $1.4M
Berkeley, Inc 0.45% Reduce -3.2% 4,182 $1.4M
Balanced Wealth Group LLC 0.51% Reduce -2.2% 4,256 $1.4M
Breakwater Capital Group 0.20% Add +0.9% 4,176 $1.4M
Brickley Wealth Management 0.24% Add +4.4% 4,162 $1.4M
Searcy Financial Services Inc. 0.52% No change 4,153 $1.4M
Townsend Asset Management Corp. /NC/ 0.49% Add +0.2% 4,150 $1.4M
Tempo Wealth, LLC 0.25% — 4,145 $1.4M
Disciplined Investors, L.L.C. 0.91% Reduce -0.4% 4,135 $1.4M
Vantus Wealth LLC 1.02% — 4,133 $1.4M
BNP Paribas Financial Markets 0.00% Reduce -70.3% 4,133 $1.4M
Global Financial Private Client, LLC 0.49% No change 4,129 $1.4M
Fund Advisors of America Inc 1.27% — 4,129 $1.4M
Greenwich Wealth Management LLC 0.06% Add +0.8% 4,113 $1.4M
ARS Wealth Advisors Group, LLC 0.12% Add +3.8% 4,107 $1.4M
Oakworth Capital, Inc. 0.08% Add +0.6% 4,104 $1.4M
Cypress Wealth Services, LLC 0.19% Add +6.5% 4,102 $1.4M
Hudock, Inc. 0.20% Reduce -1.2% 4,095 $1.4M
West Michigan Advisors, LLC 0.32% Reduce -8.6% 4,094 $1.4M
Acorn Financial Advisory Services Inc. 0.20% Reduce -1.2% 4,089 $1.4M
Elevated Financial Group LLC 0.47% — 4,084 $1.4M
Fragasso Financial Advisors Inc 0.08% Add +0.6% 4,081 $1.4M
Altus Wealth Group LLC 0.55% Add +0.1% 4,077 $1.4M
Brown Wealth Management, LLC 0.36% Add +0.2% 4,072 $1.4M
OneAscent Wealth Management LLC 0.45% Reduce -11.2% 4,069 $1.4M
IAG Wealth Partners, LLC 0.16% Reduce -3.5% 4,065 $1.4M
Gradient Capital Advisors, LLC 0.35% Reduce -2.3% 4,065 $1.4M
Appleton Partners Inc. 0.09% Reduce -0.6% 4,062 $1.4M
Unison Advisors LLC 0.12% Add +0.6% 4,057 $1.4M
Fischer Financial Services, Inc. 0.36% Reduce -2.9% 4,050 $1.4M
Iowa State Bank 0.25% No change 4,046 $1.4M
SFG Wealth Management, LLC. 0.53% Reduce -2.6% 4,043 $1.4M
Community Bank of Raymore 0.92% No change 4,041 $1.4M
Cogent Strategic Wealth LLC 1.48% — 3,978 $1.4M
Sage Capital Advisors,llc 0.32% Add +4.8% 4,034 $1.4M
Capital Management Associates, Inc 0.30% Reduce -1.3% 4,027 $1.4M
Arnold Financial Planning LLC 1.39% — 4,025 $1.3M
Syon Capital LLC 0.07% Add +4.9% 4,022 $1.3M
Parr McKnight Wealth Management Group, LLC 0.18% Reduce -8.8% 4,021 $1.3M
Front Street Capital Management, Inc. 0.19% Add +31.2% 4,006 $1.3M
Cadinha & Co. LLC 0.21% No change 4,002 $1.3M
Cornerstone Advisory, LLC 0.13% Reduce -1.1% 3,999 $1.3M
Balefire, LLC 0.26% Reduce -3.9% 3,997 $1.3M
Davidson Kahn Capital Management, LLC 0.70% Add +27.0% 3,989 $1.3M
Colonial Trust Advisors 0.10% Add +0.0% 3,985 $1.3M
Quest 10 Wealth Builders, Inc. 1.19% Reduce -0.3% 3,982 $1.3M
LBJ Family Wealth Advisors, Ltd. 0.73% Reduce -18.6% 3,962 $1.3M
Avos Capital Management, LLC 0.58% Reduce -2.7% 3,958 $1.3M
Welch Group, LLC 0.05% Add +33.8% 3,950 $1.3M
Aaron Wealth Advisors LLC 0.07% No change 3,934 $1.3M
Forefront Wealth Partners, LLC 0.62% Add +25.0% 3,932 $1.3M
Eley Financial Management, Inc 0.47% Reduce -6.0% 3,925 $1.3M
Murphy & Mullick Capital Management Corp 0.95% Add +29.5% 3,910 $1.3M
Venturi Wealth Management, LLC 0.06% Add +0.3% 3,906 $1.3M
Elevation Point Wealth Partners, LLC 0.06% New 3,903 $1.3M
Parsons Capital Management Inc. 0.07% Add +0.3% 3,901 $1.3M
Farrell Financial LLC 0.77% Add +0.3% 3,897 $1.3M
Sequent Asset Management, LLC 0.58% Add +71.1% 3,890 $1.3M
Carmel Capital Partners, LLC 0.46% Add +45.5% 3,884 $1.3M
Keystone Wealth Services, LLC 0.27% Reduce -4.4% 3,876 $1.3M
Ridgeline Wealth Planning, LLC 0.93% Reduce -1.8% 3,876 $1.3M
North Forty Two & Co. 1.23% Reduce -3.0% 3,872 $1.3M
Ballast, Inc. 0.30% Add +258.4% 3,871 $1.3M
Fortitude Advisory Group L.L.C. 0.55% Add +25.8% 3,864 $1.3M
Kirtland Hills Capital Management, LLC 0.45% Add +51.8% 3,840 $1.3M
Pittenger & Anderson Inc. 0.05% Add +4.2% 3,837 $1.3M
Steigerwald, Gordon & Koch Inc. 0.13% Add +0.7% 3,833 $1.3M
Hengehold Capital Management LLC 0.11% Reduce -9.7% 3,826 $1.3M
Defined Wealth Management, LLC 0.74% No change 3,818 $1.3M
Wiser Wealth Management, Inc 0.28% Reduce -7.1% 3,815 $1.3M
Birchcreek Wealth Management, LLC 0.63% Reduce -0.2% 3,814 $1.3M
TKG Advisors, LLC 0.52% Reduce -8.4% 3,813 $1.3M
Sheets Smith Wealth Management 0.14% Add +21.9% 3,811 $1.3M
Howard Bailey Securities, LLC 0.50% Reduce -46.0% 3,806 $1.3M
Eagle Strategies LLC 0.16% Add +4.2% 3,806 $1.3M
Altfest L J & Co. Inc. 0.14% Reduce -56.9% 3,786 $1.3M
Wealthedge Investment Advisors, LLC 0.47% No change 3,781 $1.3M
Kelleher Financial Advisors 0.29% Add +36.5% 3,774 $1.3M
GW Henssler & Associates Ltd. 0.06% Add +0.1% 3,762 $1.3M
Seven Springs Wealth Group, LLC 0.37% Reduce -2.3% 3,758 $1.3M
Citrine Capital LLC 0.58% Reduce -2.1% 3,731 $1.3M
Archer Investment Corp 0.28% Reduce -62.3% 3,729 $1.3M
Ethos Financial Group, LLC 0.09% Add +145.0% 3,729 $1.3M
Salomon & Ludwin, LLC 0.11% Reduce -0.0% 3,687 $1.2M
Tortuga Wealth Management, Inc 1.32% — 3,723 $1.2M
Flower City Capital 0.64% Add +8.1% 3,722 $1.2M
Benin Management CORP 0.28% Reduce -9.3% 3,721 $1.2M
Vermillion Wealth Management, Inc. 0.51% Reduce -1.3% 3,721 $1.2M
Aspire Private Capital, LLC 0.28% Reduce -15.1% 3,716 $1.2M
Shepherd Financial Partners LLC 0.12% Reduce -1.3% 3,704 $1.2M
Sage Investment Counsel LLC 1.37% Add +0.6% 3,704 $1.2M
Pennsylvania Capital Management Inc. 0.34% Add +32.6% 3,693 $1.2M
Strategic Equity Management 0.42% Reduce -6.3% 3,689 $1.2M
Cathy Pareto & Associates, Inc. 0.86% Add +31.4% 3,689 $1.2M
Heffernan Advisory, Inc. 1.18% — 3,683 $1.2M
Pacific Asset Management, LLC 0.74% Add +18.4% 3,679 $1.2M
Fairscale Capital, LLC 0.82% Add +1.0% 3,669 $1.2M
Liberty Square Wealth Partners LLC 0.35% Reduce -0.4% 3,664 $1.2M
Silver Oak Wealth Advisors Services, LLC 0.79% Reduce -4.3% 3,659 $1.2M
Sweeney & Michel, LLC 0.36% Reduce -2.2% 3,588 $1.2M
Fortune 45 LLC 0.58% Add +0.6% 3,620 $1.2M
Advance Capital Management, Inc. 0.05% Reduce -14.0% 3,615 $1.2M
MPWM Advisory Solutions, LLC 0.67% Reduce -0.7% 3,611 $1.2M
Union Bancaire Privee, UBP SA 0.01% New 3,578 $1.2M
Graney & King, LLC 0.71% Add +0.0% 3,603 $1.2M
Gutierrez Wealth Advisory, LLC 0.76% Add +1.6% 3,602 $1.2M
Baxter Bros Inc. 0.14% Add +28.5% 3,600 $1.2M
Capstone Wealth Management, LLC 0.88% No change 3,592 $1.2M
Moneywise, Inc. 0.50% Reduce -8.6% 3,586 $1.2M
Stage Harbor Financial, LLC 0.81% Add +4.7% 3,576 $1.2M
Key Client Fiduciary Advisors, LLC 0.41% Reduce -9.3% 3,564 $1.2M
Westbourne Investments, Inc. 0.55% No change 3,557 $1.2M
LVW Advisors, LLC 0.12% Add +0.3% 3,556 $1.2M
Ridgecrest Wealth Partners, LLC 0.64% Reduce -9.3% 3,546 $1.2M
Reyes Financial Architecture, Inc. 0.72% No change 3,542 $1.2M
Peak Asset Management, LLC 0.20% Reduce -1.3% 3,517 $1.2M
Lutz Financial Services LLC 0.08% Reduce -0.6% 3,513 $1.2M
Sherry Group, Inc. 1.23% — 3,478 $1.2M
GW&K Investment Management, LLC 0.01% Add +9.3% 3,499 $1.2M
Tucker Asset Management LLC 0.34% Add +24.0% 3,496 $1.2M
Aire Advisors, LLC 0.21% Reduce -9.3% 3,490 $1.2M
Chilton Capital Management LLC 0.04% Add +106.8% 3,488 $1.2M
Lawood & Co. 1.11% — 3,485 $1.2M
Rexford Capital Inc. 0.88% Add +1.3% 3,482 $1.2M
Cora Capital Advisors LLC 0.45% Add +2.1% 3,476 $1.2M
Worth Asset Management, LLC 0.49% Add +8.7% 3,459 $1.2M
Pointe Capital Management LLC 0.57% Add +22.7% 3,455 $1.2M
Radnor Capital Management, LLC 0.17% No change 3,453 $1.2M
Hutchens & Kramer Investment Management Group, LLC 0.40% Add +7.7% 3,452 $1.2M
Hardworking Capital Advisors, LLC 1.05% — 3,448 $1.2M
Sunburst Financial Group, LLC 0.23% Reduce -2.0% 3,446 $1.2M
Prairiewood Capital, LLC 0.36% New 3,442 $1.2M
Christine Messmer PC 0.75% — 3,426 $1.1M
Westshore Wealth, LLC 0.38% Reduce -35.4% 3,421 $1.1M
Summit Wealth Partners, LLC 0.21% Reduce -1.0% 3,414 $1.1M
Claris Advisors, LLC / Mo / 0.35% Reduce -0.6% 3,402 $1.1M
Midwest Financial Group LLC 0.50% Reduce -0.1% 3,382 $1.1M
Vavra Capital Management, LLC 1.11% — 3,378 $1.1M
CM Wealth Advisors LLC 0.26% Add +9.9% 3,372 $1.1M
Belleair Asset Management, LLC 1.08% — 3,371 $1.1M
DGS Capital Management, LLC 0.19% Add +4.5% 3,370 $1.1M
Whalerock Point Partners, LLC 0.22% No change 3,368 $1.1M
Bollard Group LLC 0.03% Add +0.6% 3,363 $1.1M
PYA Waltman Capital, LLC 0.30% Reduce -9.9% 3,363 $1.1M
IMPACTfolio, LLC 0.47% No change 3,361 $1.1M
KDT Advisors, LLC 1.58% No change 3,360 $1.1M
Sage Investment Advisers LLC 0.84% — 3,359 $1.1M
Ridgeline Wealth, LLC 0.78% Reduce -2.4% 3,354 $1.1M
Vision Retirement, LLC 0.30% — 3,353 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.16% Add +2.8% 3,344 $1.1M
Financial Synergies Wealth Advisors, Inc. 0.11% Add +0.3% 3,341 $1.1M
Silver Grove Financial Group, Inc. 0.97% Add +2.7% 3,333 $1.1M
Cambridge Financial Group, LLC 0.39% Add +7.5% 3,421 $1.1M
Capital Advantage, Inc. 0.15% Add +14.6% 3,331 $1.1M
GHP Investment Advisors, Inc. 0.05% Add +2.1% 3,330 $1.1M
KW Wealth Management LLC 1.69% Add +11.4% 3,328 $1.1M
Noesis Capital Mangement Corp. 0.16% Add +39.0% 3,328 $1.1M
Ewa, LLC 0.27% Add +53.6% 3,327 $1.1M
Tidemark, LLC 0.32% Reduce -0.3% 3,316 $1.1M
Marathon Strategic Advisors, LLC 0.85% Add +37.6% 3,309 $1.1M
Riversedge Advisors, LLC 0.18% Add +0.1% 3,303 $1.1M
Magnolia Private Wealth, LLC 0.77% Reduce -1.1% 3,303 $1.1M
CORDA Investment Management, LLC. 0.08% Reduce -9.6% 3,300 $1.1M
Asset Advisors Investment Management, LLC 0.10% Add +5.2% 3,286 $1.1M
Mason Investment Advisory Services, Inc. 0.05% Reduce -0.1% 3,283 $1.1M
Team Hewins, LLC 0.35% No change 3,283 $1.1M
Murphy, Middleton, Hinkle & Parker, Inc. 0.53% New 10,453 $1.1M
Constant Guidance Financial LLC 0.77% No change 3,280 $1.1M
Nilsine Partners, LLC 0.10% Add +2.3% 3,279 $1.1M
Third View Private Wealth, LLC 0.15% — 3,278 $1.1M
EPG Wealth Management LLC 0.30% No change 3,270 $1.1M
Loudon Investment Management, LLC 0.57% Add +1.0% 3,268 $1.1M
Sittner & Nelson, LLC 0.39% Add +118.2% 3,212 $1.1M
tru Independence LLC 0.28% Add +0.4% 3,262 $1.1M
Riverstone Advisors, LLC 0.51% Add +0.1% 3,259 $1.1M
Summitry LLC 0.05% New 3,256 $1.1M
Arsenal Capital Advisors LLC 0.77% — 3,254 $1.1M
Access Financial Services, Inc. 0.40% Reduce -22.0% 3,248 $1.1M
Heritage Wealth Management, Inc. 0.30% Reduce -6.0% 3,241 $1.1M
Private Wealth Asset Management, LLC 0.12% Add +208.0% 3,237 $1.1M
Poinciana Advisors Group, LLC 0.85% Reduce -3.6% 3,232 $1.1M
NewCorp Financial Services, Inc. 0.96% — 3,231 $1.1M
Harbor Advisory Corp. 0.33% Reduce -0.5% 3,227 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.19% Add +145.2% 3,227 $1.1M
Edge Financial Advisors LLC 0.45% Reduce -0.6% 3,221 $1.1M
Cape Investment Advisory, Inc. 0.33% Add +3.7% 3,219 $1.1M
NTV Asset Management LLC 0.11% Add +0.5% 3,214 $1.1M
Hilltop National Bank 0.26% No change 3,211 $1.1M
Lowe Brockenbrough & Co. Inc. 0.05% Add +0.0% 3,209 $1.1M
Warner Financial, Inc. 0.37% Add +0.5% 3,190 $1.1M
Colonial River Investments, LLC 0.38% Reduce -17.2% 3,187 $1.1M
Port Capital LLC 0.05% Reduce -8.7% 3,186 $1.1M
San Luis Wealth Advisors LLC 0.18% Add +9.5% 3,159 $1.1M
Sawyer & Company, Inc 0.37% Add +0.2% 3,155 $1.1M
Opulen Financial Group LLC 0.77% Add +0.7% 3,154 $1.1M
Advantage Trust Co 0.48% Reduce -16.0% 3,149 $1.1M
Matrix Asset Advisors Inc. 0.09% No change 3,134 $1.1M
Clarion Wealth Managment Partners, LLC 0.97% Add +68.0% 3,132 $1.0M
B.O.S.S. Retirement Advisors, LLC 0.33% Reduce -24.7% 3,126 $1.0M
Bennett Selby Investments LP 0.34% No change 3,126 $1.0M
Kingsman Wealth Management, Inc. 0.56% Add +0.6% 3,108 $1.0M
World Equity Group, Inc. 0.29% Reduce -3.6% 3,098 $1.0M
Halter Ferguson Financial Inc. 0.23% Add +0.4% 3,081 $1.0M
Wealth Enhancement Trust Services, Inc. 0.13% — 3,072 $1.0M
Armbruster Capital Management, Inc. 0.17% Reduce -1.2% 3,067 $1.0M
Parkwoods Wealth Partners, LLC 0.30% New 3,066 $1.0M
Hoxton Planning & Management, LLC 0.31% Reduce -8.6% 3,063 $1.0M
Jackson Wealth Management, LLC 0.10% Reduce -10.5% 3,064 $1.0M
Foster & Motley Inc. 0.05% Add +8.9% 3,064 $1.0M
Atlantic Edge Private Wealth Management, LLC 0.25% Reduce -0.5% 3,047 $1.0M
WealthShield Partners, LLC 0.11% Add +16.2% 3,037 $1.0M
Boltwood Capital Management 0.26% Reduce -3.1% 3,037 $1.0M
Prosperity Planning, Inc. 0.38% Reduce -0.3% 3,035 $1.0M
Cornerstone Financial Management LLC 0.96% — 3,034 $1.0M
Bourgeon Capital Management LLC 0.17% Reduce -3.9% 3,031 $1.0M
Armor Investment Advisors, LLC 0.37% No change 3,030 $1.0M
Evernest Financial Advisors, LLC 0.21% Add +87.9% 2,959 $1.0M
SlateStone Wealth, LLC 0.08% Add +3.4% 3,020 $1.0M
Fidelity D & D Bancorp Inc. 0.44% Reduce -10.7% 3,020 $1.0M
Harbor Group, Inc. 0.15% Reduce -4.2% 3,009 $1.0M
Resurgent Financial Advisors LLC 0.51% Reduce -0.6% 3,007 $1.0M
River Wealth Advisors LLC 0.11% Add +0.2% 3,003 $1.0M
Kestra Investment Management, LLC 0.02% Add +1.7% 2,990 $1.0M
Union Savings Bank 0.43% — 2,989 $1.0M
RCS Financial Planning, LLC 0.43% Reduce -7.2% 2,984 $1.0M
Smith Chas P & Associates Pa Cpas 0.05% Add +37.3% 2,982 $1000K
BankPlus Wealth Management LLC 0.55% Reduce -3.7% 2,978 $998K
Inspirion Wealth Advisors, LLC 0.12% Add +34.3% 2,978 $998K
Douglass Winthrop Advisors, LLC 0.02% Add +5.5% 2,971 $996K
Elevation Wealth Management LLC 0.95% — 2,968 $995K
Maia Wealth LLC 0.17% Reduce -4.7% 2,957 $994K
Walled Lake Planning & Wealth Management, LLC 0.31% Add +0.5% 2,956 $991K
Channel Wealth LLC 0.25% Add +0.1% 2,951 $989K
ArborFi Advisors, LLC 0.80% Reduce -36.0% 2,949 $989K
Tandem Capital Management Corp. 0.45% No change 2,949 $989K
Abacus Wealth Partners, LLC 0.10% Add +2.4% 2,929 $982K
Fortitude Family Office, LLC 0.23% Reduce -4.1% 2,928 $982K
Clarity Financial LLC 0.09% Reduce -1.9% 2,926 $981K
Envision Financial Planning, LLC 0.37% Reduce -0.2% 2,918 $978K
Beckerman Institutional, LLC 0.55% No change 2,917 $978K
Reynders McVeigh Capital Management, LLC 0.05% Reduce -0.8% 2,914 $977K
Texas Bank & Trust Co 0.36% No change 2,914 $977K
Laurel Wealth Advisors LLC 0.13% Reduce -1.5% 2,911 $976K
Ameriflex Group, Inc. 0.51% Reduce -41.0% 2,910 $976K
Proactive Wealth Strategies LLC 0.39% New 2,905 $974K
Cedar Point Capital Partners, LLC 0.62% Reduce -2.0% 2,903 $973K
Elm3 Financial Group, LLC 0.81% Reduce -1.1% 2,900 $972K
Titiun Yejiel 1.20% — 2,900 $972K
Bay Capital Advisors, LLC 0.59% Add +3.3% 2,899 $972K
Physician Wealth Solutions Inc. 0.41% No change 2,896 $971K
Northern Capital Management, Inc. 0.51% Reduce -3.3% 2,894 $970K
Archford Capital Strategies, LLC 0.11% Add +15.5% 2,892 $970K
Aldebaran Financial Inc. 0.90% Reduce -1.2% 2,865 $968K
Hudson Capital Management LLC 0.25% Add +0.2% 2,886 $968K
Guardian Financial Partners, LLC 0.41% Add +159.8% 2,886 $967K
S&co Inc. 0.06% No change 2,882 $966K
Lee Danner & Bass Inc. 0.07% Add +0.0% 2,878 $965K
Indivisible Partners 0.10% — 2,873 $963K
Probity Advisors, Inc. 0.15% Reduce -8.9% 2,871 $962K
Creegan & Nassoura Financial Group, LLC 0.63% Reduce -1.7% 2,870 $962K
Bank of New Hampshire 0.22% Reduce -3.7% 2,870 $962K
Legacy Wealth Managment, LLC 0.46% Reduce -8.3% 2,867 $961K
Ascentis Independent Advisors 0.15% Reduce -9.6% 2,865 $961K
LBMC Investment Advisors, LLC 0.06% Reduce -1.0% 2,865 $960K
Spreng Capital Management, Inc. 0.38% Reduce -0.3% 2,859 $959K
Sharp Wealth Advisory, LLC 0.48% Add +30.5% 2,848 $955K
TrustBank 0.40% — 2,848 $955K
Prosperity Financial Group, Inc. 0.34% Add +40.0% 2,839 $952K
Websterrogers Financial Advisors, LLC 0.28% Add +47.5% 2,837 $951K
Kaizen Financial Strategies 0.42% No change 2,821 $946K
Curbstone Financial Management Corp 0.18% Reduce -3.9% 2,820 $946K
SeedSafe Financial LLC 0.84% — 2,820 $945K
Towerpoint Wealth, LLC 0.37% Add +38.5% 2,815 $944K
New England Professional Planning Group Inc. 0.39% No change 2,804 $940K
Keeler Thomas Management LLC 0.45% No change 2,797 $938K
Sterling Investment Advisors, Ltd. 0.17% Reduce -0.0% 2,797 $938K
Tilia Fiduciary Partners, Inc. 0.52% Add +1.3% 2,794 $937K
Orion Capital Management LLC 0.32% Add +0.2% 2,791 $936K
American National Bank & Trust 0.09% No change 2,789 $935K
Pioneer Wealth Management Group 0.28% Reduce -16.1% 2,784 $933K
Carson Advisory Inc. 0.48% No change 2,780 $932K
All Terrain Financial Advisors, LLC 0.29% Reduce -0.5% 2,778 $931K
Winebrenner Capital Management LLC 0.62% Reduce -14.1% 2,773 $930K
Evolution Wealth Advisors, LLC 0.09% Add +5.6% 2,771 $929K
Turtle Creek Wealth Advisors, LLC 0.07% Add +213.1% 2,771 $929K
Emerald Advisors, LLC 0.13% No change 2,770 $929K
Chris Bulman Inc 0.41% Add +58.2% 2,766 $927K
Power Wealth Management LLC 0.33% No change 2,762 $926K
Legacy Trust 0.17% No change 2,761 $926K
LifeWealth Investments, LLC 0.29% Reduce -7.9% 2,753 $923K
Van Hulzen Asset Management, LLC 0.07% Add +1.1% 2,749 $922K
Polaris Investment Advisors, LLC 0.67% — 2,745 $920K
Vision Capital Management, Inc. 0.11% No change 2,745 $920K
Garden State Investment Advisory Services LLC 0.22% Add +24.9% 2,743 $920K
O'Connor Financial Group LLC 0.37% Reduce -1.1% 2,699 $919K
Shared Vision Wealth Group LLC 0.37% No change 2,683 $918K
Capital Planning Advisors, LLC 0.12% No change 2,730 $915K
Agate Pass Investment Management, LLC 0.34% No change 2,723 $913K
Bantamac Capital, LLC 0.64% Add +172.1% 2,721 $912K
Conrad Siegel Investment Advisors, Inc. 0.17% Add +9.9% 2,714 $910K
Miramar Capital, LLC 0.20% Add +1.2% 2,713 $910K
Mueller Wealth, LLC 0.75% — 2,709 $908K
Pine Valley Investments Ltd Liability Co 0.05% Add +0.4% 2,708 $908K
Fairfield, Bush & Co. 0.48% Add +3.8% 2,708 $908K
Quent Capital, LLC 0.07% Add +60.0% 2,707 $908K
Evergreen Advisors, LLC 0.22% — 2,699 $905K
Bank of Marin 0.63% Reduce -0.4% 2,697 $904K
Mountain Pacific Investment Advisers LLC 0.15% Reduce -2.0% 2,696 $904K
Ruane, Cunniff & Goldfarb L.P. 0.01% Add +1.2% 2,678 $898K
Addison Advisors LLC 0.20% Reduce -5.9% 2,666 $894K
Intelligence Driven Advisers, LLC 0.13% Reduce -0.4% 2,661 $892K
Investment Planning Advisors, Inc. 0.26% Add +0.2% 2,660 $892K
Checchi Capital Advisers, LLC 0.06% Reduce -7.6% 2,659 $892K
Quest Investment Management LLC 0.10% No change 2,646 $887K
Meridian Financial Partners LLC 0.35% Add +12.8% 2,616 $887K
Carnegie Lake Advisors LLC 0.34% Add +0.1% 2,641 $886K
WestHill Financial Advisors, Inc. 0.17% Add +107.9% 2,640 $885K
ZEGA Investments, LLC 0.17% Reduce -6.3% 2,639 $885K
Ruggaard & Associates LLC 0.35% Reduce -6.5% 2,627 $881K
Elevated Capital Advisors, LLC 0.20% Add +27.6% 2,614 $877K
Afg Fiduciary Services Limited Partnership 0.52% Reduce -3.6% 2,601 $875K
Guardian Partners Inc. 0.07% Add +31.3% 2,594 $874K
Retirement Wealth Solutions LLC 0.55% Add +5.9% 2,602 $872K
Storgate, LLC 0.72% — 2,601 $872K
Coppell Advisory Solutions LLC 0.09% Add +0.3% 2,577 $871K
Orleans Capital Management Corp. 0.54% Reduce -50.9% 2,590 $868K
Wealthspire Retirement, LLC 0.05% Reduce -1.4% 2,590 $868K
Triune Financial Partners, LLC 0.20% Add +0.4% 2,548 $868K
Maridea Wealth Management LLC 0.13% Reduce -10.2% 2,585 $867K
Van Den Berg Management I, Inc. 0.20% Reduce -2.0% 2,582 $866K
BCGM Wealth Management, LLC 0.22% Add +4.8% 2,582 $866K
PAX Financial Group, LLC 0.15% Reduce -2.5% 2,573 $863K
Elevate Wealth Advisory, Inc. 0.59% Add +124.4% 2,572 $862K
Cornerstone Wealth Advisors, Inc. 0.20% Reduce -7.4% 2,569 $861K
J.M. Arbour, LLC 0.86% — 2,566 $860K
Gilliland Jeter Wealth Management LLC 0.26% No change 2,564 $860K
Elmwood Wealth Management, Inc. 0.27% Add +5.1% 2,563 $859K
Legacy Financial Group, Inc. 0.23% Reduce -2.3% 2,562 $859K
Evelyn Partners Asset Management Ltd 0.20% Reduce -4.7% 2,560 $858K
Virtue Capital Management, LLC 0.13% Reduce -90.9% 2,552 $858K
Milestones Private Investment Advisors LLC 0.59% Add +0.2% 2,556 $857K
Martel Wealth Advisors LLC 0.15% Reduce -0.1% 2,554 $856K
Ascentis Wealth Management, LLC 0.22% No change 2,552 $856K
Ifrah Financial Services, Inc. 0.22% Reduce -6.7% 2,551 $855K
Sandbox Financial Partners, LLC 0.24% Reduce -10.9% 2,549 $854K
Family Investment Center, Inc. 0.17% Reduce -1.3% 2,545 $853K
Marietta Wealth Management, LLC 0.10% No change 2,544 $853K
Nolet Wealth Management, LLC 0.48% — 2,543 $853K
Halbert Hargrove Global Advisors, LLC 0.04% Add +237.4% 2,541 $852K
MidAtlantic Capital Management, Inc. 0.54% No change 2,535 $850K
Chico Wealth RIA 0.55% Add +0.0% 2,532 $849K
Wealth Advisors Northwest LLC 0.38% Reduce -2.1% 2,530 $848K
Delta Asset Management LLC 0.07% Reduce -0.0% 2,528 $848K
Adamsbrown Wealth Consultants LLC 0.24% Add +13.8% 2,527 $847K
Alchemi Wealth, LLC 0.46% — 2,525 $847K
Adkins Seale Capital Management LLC 0.84% — 2,521 $845K
Baker Tilly Wealth Management, LLC 0.21% Add +15.1% 2,515 $843K
M1 Capital Management LLC 0.35% Reduce -0.8% 2,512 $842K
Lauer Wealth, LLC 0.64% No change 2,476 $842K
Fishman Jay A Ltd. 0.07% No change 2,500 $838K
Fiduciary Wealth Partners, LLC 0.34% Add +0.0% 2,494 $836K
Able Wealth Management LLC 0.26% Add +16.1% 2,494 $836K
BlueStem Wealth Partners, LLC 0.09% Add +0.2% 2,493 $836K
Tobias Financial Advisors, Inc. 0.12% Add +9.8% 2,492 $836K
Greenwood Capital Associates LLC 0.09% No change 2,492 $835K
Oregon Pacific Wealth Management, LLC 0.86% Reduce -2.0% 2,490 $835K
Patten Group, Inc. 0.15% Add +54.5% 2,488 $834K
Praetorian Wealth Management, Inc. 0.16% Reduce -0.1% 2,478 $831K
Manchester Financial Inc. 0.15% Reduce -0.2% 2,472 $829K
HighMark Wealth Management LLC 0.34% Add +0.6% 2,468 $827K
Welch & Forbes LLC 0.01% Reduce -23.6% 2,464 $826K
Bienville Capital Management, LLC 0.13% No change 2,463 $826K
Meridian Investment Counsel Inc. 0.20% No change 2,462 $825K
Spirepoint Private Client, LLC 0.08% Reduce -1.2% 2,462 $825K
Marco Investment Management LLC 0.06% No change 2,450 $821K
eCIO, Inc. 0.38% Add +0.2% 2,440 $818K
Delta Investment Management, LLC 0.14% Add +28.9% 2,438 $817K
Cadia Private Client LLC 0.64% — 2,415 $810K
Deutsche Bank AG 0.00% No change 2,415 $810K
Knightsbridge Asset Management, LLC 0.13% Add +0.1% 2,411 $808K
Petra Financial Advisors Inc. 0.47% Reduce -1.8% 2,410 $808K
SJS Investment Consulting Inc. 0.10% Reduce -0.7% 2,400 $805K
Ark Wealth Advisors LLC 0.86% — 2,387 $800K
Financial Perspectives, Inc 0.22% Add +1.3% 2,387 $800K
Clearwater Capital Advisors, LLC 0.07% Reduce -2.3% 2,386 $800K
Southland Equity Partners LLC 0.16% Reduce -4.6% 2,385 $800K
Intrinsic Value Partners, LLC 0.60% Reduce -3.3% 2,376 $797K
Dopkins Wealth Management, LLC 0.32% No change 2,364 $793K
American Capital Advisory, LLC 0.34% No change 2,363 $792K
Waycross Investment Management Co 0.70% Add +198.0% 2,360 $791K
Stenger Family Office, LLC 0.16% Reduce -5.1% 2,359 $791K
Rossby Financial, LCC 0.25% Reduce -19.3% 2,357 $790K
Stegner Investment Associates Inc. 0.42% Reduce -6.0% 2,350 $788K
Elgethun Capital Management 0.14% No change 2,350 $788K
D L Carlson Investment Group Inc. 0.13% Reduce -7.0% 2,349 $788K
Per Stirling Capital Management, LLC. 0.09% Reduce -23.1% 2,345 $786K
Cypress Financial Planning LLC 0.22% Reduce -2.4% 2,327 $786K
Nixon Peabody Trust Co. 0.06% Reduce -2.3% 2,343 $786K
Lakeridge Wealth Management LLC 0.36% Add +12.8% 2,333 $782K
Northwest Bancshares, Inc. 0.15% Reduce -6.2% 2,330 $781K
Oak Wealth Advisors LLC 0.45% Reduce -0.7% 2,325 $779K
WP Advisors, LLC 0.19% Reduce -11.2% 2,324 $779K
Millennium Capital Advisors, LLC 0.46% Add +0.6% 2,323 $779K
Lafayette Investments, Inc. 0.15% Add +13.2% 2,320 $778K
Ofc Financial Planning, LLC 0.74% Add +10.1% 2,317 $777K
Redhawk Wealth Advisors, Inc. 0.09% Add +19.4% 2,310 $775K
MKT Advisors LLC 0.26% Add +7.8% 2,278 $772K
Andina Capital Management, LLC 0.47% Add +4.9% 2,303 $772K
Arkos Global Advisors 0.10% Add +29.4% 2,303 $772K
Legacy Capital Group California, Inc. 0.19% Add +0.1% 2,302 $772K
CDKV Holdings LLC 0.64% — 2,297 $770K
Viawealth, LLC 0.43% Add +6.3% 2,292 $769K
Harbour Trust & Investment Management Co 0.08% Reduce -1.3% 2,292 $768K
DeLarme Wealth Management, Inc. 0.54% — 2,288 $767K
Solutions 4 Wealth, Ltd 1.16% Reduce -2.4% 2,286 $766K
Prosperity Wealth Management, Inc. 0.26% Add +0.5% 2,286 $766K
Traction Financial Partners, LLC 0.45% Reduce -1.0% 2,284 $766K
BridgePort Financial Solutions, LLC 0.21% Reduce -16.5% 2,282 $765K
One Wealth Map LLC 0.39% Add +33.9% 2,210 $757K
North Berkeley Wealth Management, LLC 0.45% Reduce -14.0% 2,256 $756K
IFC & Insurance Marketing, Inc. 0.75% — 2,254 $756K
Alexander Labrunerie & Co., Inc. 0.28% Add +0.5% 2,250 $754K
Keystone Financial Services 0.23% Reduce -2.9% 2,243 $752K
Barlow Wealth Partners, LLC 0.08% No change 2,196 $752K
Bellevue Asset Management, LLC 0.24% Add +0.5% 2,239 $751K
MilWealth Group LLC 0.18% Reduce -1.2% 2,238 $750K
Curio Wealth, LLC 0.26% Add +4.4% 2,200 $748K
Prostatis Group LLC 0.18% Reduce -0.0% 2,228 $747K
Chancellor Financial Group WB LP 0.51% No change 2,225 $746K
MSH Capital Advisors LLC 0.16% Add +40.7% 2,219 $744K
First County Bank 0.39% No change 2,218 $744K
FSA Advisors, Inc. 0.52% New 2,217 $743K
Insight Advisors, LLC/ PA 0.11% Reduce -0.8% 2,210 $741K
Palumbo Wealth Management LLC 0.18% New 2,207 $740K
Squarepoint Ops LLC 0.00% New 2,204 $739K
J. Derek Lewis & Associates Inc. 0.17% — 2,202 $739K
Wise Wealth Partners 1.06% Reduce -4.9% 2,201 $738K
Apeiron RIA LLC 0.15% Reduce -2.8% 2,150 $733K
Sonoma Private Wealth LLC 0.89% No change 2,187 $733K
Arcataur Capital Management LLC 0.21% Add +27.6% 2,187 $733K
CPC Advisors, LLC 0.07% Add +6.2% 2,184 $732K
4J Wealth Management LLC 0.42% Add +6.0% 2,180 $731K
Innovative Wealth Building LLC 0.53% Add +27.9% 2,167 $727K
DDD Partners, LLC 0.05% Add +12.8% 2,167 $726K
Financial Security Advisor, Inc. 0.14% Add +5.9% 2,164 $726K
Anson Capital, Inc. 0.53% Add +0.3% 2,162 $725K
McCarter Private Wealth Services LLC 0.33% No change 2,159 $724K
Montecito Bank & Trust 0.12% Reduce -0.5% 2,155 $723K
Family Office Research LLC 0.30% Add +0.5% 2,135 $723K
Kanawha Capital Management LLC 0.05% Reduce -1.8% 2,150 $721K
Hager Investment Management Services, LLC 0.39% No change 2,148 $720K
Pinnacle Wealth Management Group, Inc. 0.36% Reduce -3.2% 2,148 $720K
Platform Technology Partners 0.15% Add +14.3% 2,143 $718K
Ryan Investment Management, Inc. 0.40% Reduce -29.8% 2,140 $717K
Davis Wealth Advisors, LLC 0.59% Reduce -14.3% 2,132 $715K
Ignite Planners, LLC 0.11% Add +17.4% 2,098 $715K
Accelerate Investment Advisors LLC 0.48% Add +0.3% 2,131 $714K
Ariadne Wealth Management, LP 0.29% No change 2,123 $713K
Vantage Investment Partners, LLC 0.05% Reduce -0.8% 2,126 $713K
Strategic Wealth Partners, Ltd. 0.05% Reduce -2.2% 2,126 $713K
Williams & Novak, LLC 0.54% Reduce -2.5% 2,125 $712K
Parker Investment Management, LLC 0.10% Reduce -6.3% 2,122 $712K
Liberty Atlantic Advisors LLC 0.70% — 2,116 $709K
DF Dent & Co. Inc. 0.01% Add +5.0% 2,115 $709K
Patten & Patten Inc. 0.04% Reduce -3.4% 2,105 $706K
Approach Retirement Advisors, LLC 0.61% — 2,105 $706K
Valpey Financial Services, LLC 0.45% Add +134.5% 2,101 $704K
W.G. Shaheen & Associates DBA Whitney & Co 0.06% Add +1.9% 2,095 $702K
Comprehensive Financial Consultants Institutional, Inc. 0.21% Reduce -1.2% 2,095 $702K
Qube Research & Technologies Ltd 0.00% Reduce -82.5% 2,091 $701K
Cordatus Wealth Management LLC 0.16% No change 2,091 $701K
Alta Wealth Advisors LLC 0.23% Add +2.5% 2,091 $701K
Blom & Howell Financial Planning, Inc. 0.70% — 2,090 $701K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% No change 2,088 $700K
Affinity Wealth Management LLC 0.10% Add +7.6% 2,088 $700K
Flagstone Financial Management 0.18% Add +0.1% 2,088 $700K
Prudent Man Investment Management, Inc. 0.24% Reduce -39.4% 2,087 $700K
Box Hill Private Wealth LLC 0.71% — 2,085 $699K
Ring Mountain Capital, LLC 0.36% Add +56.5% 2,046 $699K
Bearing Point Capital, LLC 0.11% Add +121.5% 2,084 $699K
Tectonic Advisors LLC 0.04% Add +24.5% 2,082 $698K
Transcendent Capital Group LLC 0.32% No change 2,076 $696K
MidFirst Bank 0.06% — 2,074 $695K
Planning Alternatives Ltd. 0.09% No change 2,066 $693K
Atwood & Palmer Inc. 0.04% Add +1.6% 2,066 $693K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% Reduce -6.3% 2,065 $693K
Financial Consulate, Inc. 0.09% Add +3.8% 2,066 $693K
Alpha Financial Partners LLC 0.42% Reduce -0.9% 2,062 $691K
Oxler Private Wealth LLC 0.20% No change 2,049 $687K
Penobscot Wealth Management 0.21% Reduce -0.2% 2,044 $685K
Longview Financial Advisors LLC 0.38% Add +0.7% 2,039 $684K
Weaver Capital Management LLC 0.14% Reduce -0.1% 2,038 $683K
Drake & Associates, LLC 0.14% Add +36.8% 2,035 $682K
Custos Family Office, LLC 0.47% Add +0.3% 2,035 $682K
Sara-Bay Financial 0.20% Reduce -0.9% 2,020 $682K
USA Financial Formulas 0.12% Reduce -6.0% 2,029 $680K
DiNuzzo Private Wealth, Inc. 0.07% Add +0.6% 2,025 $679K
WealthCare Investment Partners, LLC 0.20% Reduce -6.5% 2,014 $677K
Canal Capital Management, LLC 0.10% Reduce -1.9% 2,011 $674K
Novare Capital Management LLC 0.05% Add +26.3% 2,010 $674K
Brown Financial Advisory 0.34% Reduce -13.4% 2,009 $674K
Vestia Personal Wealth Advisors 0.34% Reduce -89.1% 1,986 $673K
Broadleaf Partners, LLC 0.14% Add +9.8% 2,007 $673K
Ariston Services Group 0.39% Add +11.5% 2,001 $671K
Lifeworks Advisors, LLC 0.09% Reduce -2.5% 2,000 $670K
Legacy Financial Group LLC 0.08% Reduce -0.1% 1,977 $669K
AG Asset Advisory, LLC 0.57% Add +29.3% 1,993 $668K
Chicago Wealth Management, Inc. 0.27% Add +3.0% 1,991 $668K
Taylor Hoffman Capital Management LLC 0.20% Add +5.2% 1,991 $668K
Mma Asset Management LLC 0.24% Reduce -5.9% 1,990 $667K
Deltec Asset Management LLC 0.11% No change 1,983 $665K
Pinnacle Wealth Planning Services, Inc. 0.07% Reduce -4.3% 1,983 $665K
Baldwin Wealth Partners LLC 0.04% Reduce -7.8% 1,982 $665K
SOA Wealth Advisors, LLC. 0.11% Add +1.5% 1,981 $664K
Keystone Financial Group, Inc. 0.35% Reduce -2.4% 1,981 $664K
Planning Center, Inc. 0.07% Add +16.6% 1,977 $663K
Legacy Wealth Partners, LLC 0.17% — 1,976 $663K
ERn Financial, LLC 0.12% Add +6.2% 1,974 $662K
Condor Capital Management 0.05% No change 1,973 $662K
William John Sempolinski 0.32% — 1,969 $660K
Global Trust Asset Management, LLC 0.26% Reduce -49.1% 1,966 $659K
Jacobs Equity LLC 0.63% — 1,965 $659K
FWG Investments, LLC. 0.42% Add +10.7% 1,962 $658K
Opus Financial Solutions LLC 0.62% — 1,957 $656K
Windsor Advisory Group, LLC 0.59% Reduce -14.2% 1,957 $656K
Red Crane Wealth Management, LLC 0.54% No change 1,956 $656K
Oak Harvest Investment Services 0.07% Add +13.1% 1,955 $656K
Estate Planners Group, LLC 0.28% — 1,951 $654K
Hilltop Partners LLC 0.17% Add +0.4% 1,946 $652K
Caerus Investment Advisors, LLC 0.22% Add +8.1% 1,939 $650K
Retirement Investment Advisors, Inc. 0.05% No change 1,929 $647K
Alpha Financial Advisors, LLC 0.20% New 1,926 $646K
Anchor Capital Advisors LLC 0.02% No change 1,920 $644K
Roman Butler Fullerton & Co. 0.17% Add +0.1% 1,883 $642K
TrustWell Financial Advisors, LLC 0.62% — 1,913 $641K
Correct Capital Wealth Management 0.12% Add +155.6% 1,912 $641K
New Insight Wealth Advisors 0.23% Add +0.7% 1,912 $641K
Mirador Capital Partners LP 0.09% Add +12.7% 1,911 $641K
HRC Wealth Management, LLC 0.31% Reduce -0.3% 1,910 $640K
Klaas Financial Asset Advisors, LLC 0.09% New 1,910 $640K
Summit Wealth & Retirement Planning, Inc. 0.15% Reduce -1.7% 1,909 $640K
Virtus Wealth Solutions LLC 0.12% Add +8.4% 1,906 $639K
Community Bank, N.A. 0.08% Reduce -73.9% 1,905 $639K
CPA Asset Management Group, LLC 0.22% Reduce -13.7% 1,904 $638K
Aufman Associates Inc 0.33% Add +0.4% 1,903 $638K
GGM Financial LLC 0.31% Add +189.7% 1,903 $638K
Empirical Asset Management, LLC 0.18% New 8,218 $637K
Mason & Associates, LLC 0.14% Reduce -8.0% 1,899 $637K
Prudent Investors Network, Inc. 0.15% Add +123.0% 1,893 $635K
Safeguard Investment Advisory Group, LLC 0.16% Reduce -13.1% 1,892 $634K
Seelaus Asset Management LLC 0.51% Add +0.1% 1,888 $633K
Apriem Advisors 0.06% Reduce -1.9% 1,887 $633K
Plan A Wealth LLC 0.31% Add +78.8% 1,884 $632K
Northside Capital Management, LLC 0.05% No change 1,880 $630K
First Western Trust Bank 0.03% Reduce -98.6% 1,878 $630K
Clearwave Capital, LLC 0.46% — 1,878 $630K
Glaxis Capital Management, LLC 1.08% Add +74.4% 1,875 $629K
Northcape Wealth Management, LLC 0.18% No change 1,870 $627K
1832 Asset Management L.P. 0.00% Add +24.3% 1,868 $626K
Contango Wealth Management LLC 0.70% — 1,866 $626K
Attessa Capital LLC 0.34% No change 1,863 $625K
Maple Capital Management, Inc. 0.04% Add +19.7% 1,863 $625K
Burk Holdings LLC 0.30% Reduce -14.3% 1,858 $623K
Richardson Financial Services Inc. 0.20% No change 2,158 $623K
Houlihan Financial Resource Group, Ltd. 0.24% New 1,856 $622K
Retirement Financial Solutions, LLC 0.18% Add +0.5% 1,853 $621K
Whitcomb & Hess, Inc. 0.15% Reduce -6.9% 1,814 $621K
Geneva Partners, LLC 0.22% Reduce -1.1% 1,852 $621K
Thomasville National Bank 0.04% Reduce -23.5% 1,850 $620K
Detalus Advisors, LLC 0.15% Reduce -0.2% 1,847 $619K
Heartwood Wealth Advisors LLC 0.06% Add +2.4% 1,846 $619K
Tilson Financial Group, Inc. 0.19% Add +0.1% 1,845 $618K
Vectors Research Management, LLC 0.19% Reduce -4.8% 1,837 $616K
Grantvest Financial Group LLC 0.39% Add +5.8% 1,836 $616K
Alaska Wealth Advisors, LLC 0.08% Reduce -5.5% 1,836 $616K
Significant Wealth Partners LLC 0.69% Add +0.6% 1,834 $615K
Legacy Capital Wealth Management, LLC 0.37% — 1,834 $615K
Strategic Financial Concepts, LLC 0.56% Reduce -94.0% 1,831 $614K
Dougherty & Associates, LLC 0.55% — 1,827 $613K
Integrated Wealth Management 0.69% — 1,826 $612K
MinichMacGregor Wealth Management, LLC 0.11% Add +0.2% 1,819 $610K
FFG Partners, LLC 0.18% Add +0.6% 1,813 $608K
Pathfinder Wealth Consulting, Inc. 0.38% — 1,813 $608K
Childress Capital Advisors, LLC 0.10% Reduce -1.7% 1,809 $606K
Sterling Investment Management, LLC 0.34% No change 1,800 $603K
Centerpoint Advisors, LLC 0.19% No change 1,800 $603K
Bar Harbor Wealth Management 0.03% No change 1,795 $602K
Breachway Investments LLC 0.63% — 1,793 $601K
IPG Investment Advisors LLC 0.11% Add +5.8% 1,789 $600K
Investment Counsel Co. of Nevada 1.29% Add +4.3% 1,788 $599K
Financial Partners Group, Inc 0.07% Reduce -1.4% 1,755 $598K
Entrewealth, LLC 0.27% Add +30.0% 1,750 $597K
JT Stratford LLC 0.08% Reduce -2.9% 1,776 $595K
Destiny Wealth Partners, LLC 0.07% Reduce -6.9% 1,740 $595K
Coign Capital Advisors LLC 0.31% Reduce -0.2% 1,773 $594K
Horizons Wealth Management 0.40% Add +8.3% 1,772 $594K
Vista Investment Partners Ii, LLC 0.26% Reduce -4.6% 1,771 $594K
Penn Capital Management Company, LLC 0.05% New 1,767 $593K
Stillwater Capital Advisors, LLC 0.06% No change 1,763 $591K
Figure 8 Investment Strategies LLC 0.53% Reduce -1.1% 1,763 $591K
Crane Advisory, LLC 0.09% No change 1,722 $591K
Vantage Point Financial LLC 0.21% Reduce -2.1% 1,760 $590K
Duncan Williams Asset Management, LLC 0.15% New 1,742 $589K
Norden Group LLC 0.06% Add +0.6% 1,755 $589K
Red Mountain Financial, LLC 0.58% Reduce -0.7% 1,755 $588K
Yardley Wealth Management LLC 0.31% No change 1,754 $588K
Cannon Wealth Management Services, LLC 0.41% Add +0.3% 1,752 $587K
RB Capital Management, LLC 0.12% Add +0.1% 1,749 $586K
Paradigm Capital Management, LLC 0.55% Add +0.1% 1,749 $586K
Legacy CG, LLC 0.16% Reduce -5.0% 1,747 $586K
Keebeck Wealth Management 0.07% Add +2.9% 1,746 $586K
Evergreen Wealth Partners LLC 0.49% — 1,746 $586K
Field & Main Bank 0.17% No change 1,745 $585K
Payne Capital Management, LLC 0.18% Add +6.5% 1,745 $585K
Encompass Wealth Advisors, LLC 0.20% Reduce -2.2% 1,743 $584K
Catalina Capital Group, LLC 0.36% Add +0.3% 1,743 $584K
Strata Wealth Advisors, LLC 0.16% Reduce -18.8% 1,741 $584K
Horizon Investment Services, LLC 0.21% Add +0.5% 1,739 $583K
Alliance Wealth Management Group 0.13% Reduce -33.9% 1,738 $583K
Towercrest Capital Management 0.09% Reduce -33.9% 1,738 $583K
Financial Guidance Group, Inc. 0.24% Add +0.2% 1,734 $581K
CoreFirst Bank & Trust 0.31% Add +57.5% 1,733 $581K
Aspetuck Financial Management LLC 0.39% No change 1,731 $580K
Mechanics Bank Trust Department 0.08% Add +3.6% 1,726 $579K
Centennial Advisors, LLC 0.75% — 1,726 $579K
Purus Wealth Management, LLC 0.18% Reduce -0.6% 1,721 $577K
Wayfinding Financial, LLC 0.24% Reduce -0.1% 1,718 $576K
Capital Investment Counsel, Inc 0.07% Reduce -0.2% 1,718 $576K
Conquis Financial LLC 0.49% Add +6.1% 1,711 $574K
MIdWestOne Financial Group, Inc. 0.06% Add +53.6% 1,706 $572K
Firethorn Wealth Partners, LLC 0.21% Add +10.3% 1,706 $572K
Safe Harbor Fiduciary, LLC 0.51% — 1,705 $572K
Steffes Financial, Ltd. 0.30% — 1,702 $571K
Johnson & White Wealth Management, LLC 0.25% Reduce -1.6% 1,700 $570K
Alongside, LLC 0.19% — 1,696 $569K
Fusion Capital, LLC 0.16% Reduce -0.3% 1,694 $568K
Private Client Services, LLC 0.18% Add +17.7% 1,692 $567K
1ST Source Bank 0.03% Reduce -0.9% 1,691 $567K
Artesa Financial Group, LLC 0.58% — 1,690 $567K
Cordgrass Capital Advisors, LLC 0.14% Add +116.1% 1,688 $566K
Melone Private Wealth, LLC 0.24% Add +14.6% 1,685 $565K
Indie Asset Partners, LLC 0.63% Reduce -1.8% 1,678 $563K
Americana Partners, LLC 0.02% Reduce -56.3% 1,677 $562K
Great Waters Wealth Management 0.06% Reduce -4.3% 1,673 $561K
Sincerus Advisory, LLC 0.45% Add +0.1% 1,672 $561K
Retirement Systems of Alabama 0.00% No change 1,670 $560K
FORM Wealth Advisors, LLC 0.07% — 1,665 $558K
17 Capital Partners, LLC 0.29% Reduce -16.2% 1,664 $558K
Alpha Wealth Funds, LLC 0.37% Add +0.3% 3,418 $558K
Hibernia Wealth Partners, LLC 0.17% Add +104.3% 1,663 $557K
Markin Asset Management, LP 0.61% — 1,662 $557K
SWAN Capital LLC 0.22% No change 1,661 $557K
Causey Wealth LLC 0.25% Reduce -8.5% 1,661 $557K
First Financial Bankshares Inc 0.01% No change 1,660 $557K
Lauterbach Financial Advisors, LLC 0.27% Add +2.7% 1,656 $555K
Headland Capital, LLC 0.15% Reduce -1.6% 1,654 $555K
Lyell Wealth Management, LP 0.04% Reduce -0.7% 1,652 $554K
Eagle Wealth Advisors LLC 0.47% — 1,650 $553K
Mezzasalma Advisors, LLC 0.13% Add +10.1% 1,643 $553K
Waddell & Associates, LLC 0.04% Add +3.0% 1,648 $553K
Abbot Financial Management, Inc. 0.23% Add +14.8% 1,648 $553K
Trust Co. of Oklahoma 0.16% No change 1,647 $552K
Buska Wealth Management, LLC 0.20% Add +0.1% 1,642 $550K
Integrated Investment Consultants, LLC 0.11% Reduce -42.5% 1,640 $550K
Arthur M. Cohen & Associates, LLC 0.09% Add +0.6% 1,636 $548K
BCU Wealth Advisors, LLC 0.21% Add +0.4% 1,634 $548K
Integrated Capital Management, Inc. 0.36% Add +3.2% 1,633 $548K
Shum Financial Group, Inc. 0.39% No change 1,626 $545K
Prasad Wealth Partners, LLC 0.15% New 1,625 $545K
Wealthgarden F.S. LLC 0.36% No change 1,593 $545K
Kingstone Capital Partners Texas, LLC 0.32% Add +0.6% 1,624 $544K
Jackson Square Capital, LLC 0.11% Add +4.8% 1,621 $543K
Natural Investments, LLC 0.14% New 1,622 $543K
DB&C Advisors, LLC 0.68% — 1,618 $542K
Great Hill Capital LLC 0.37% No change 1,615 $541K
Global Strategic Investment Solutions, LLC 0.05% Add +0.3% 1,613 $541K
Meeder Advisory Services, Inc. 0.02% Reduce -1.8% 1,610 $540K
Livet Wealth, LLC 0.33% — 1,607 $539K
Retirement Guys Formula LLC 0.25% Add +2.6% 1,606 $538K
CJM Wealth Advisers, Ltd. 0.16% Add +86.7% 1,604 $538K
Opus Capital Group, LLC 0.06% Add +0.1% 1,597 $535K
Beacon Financial Advisory LLC 0.12% Reduce -0.7% 1,594 $534K
Factor Wealth Management LTD 0.11% Reduce -2.7% 1,586 $532K
Ervin Investment Management, LLC 0.30% Reduce -4.2% 1,586 $532K
Up Strategic Wealth Investment Advisors LLC 0.39% Reduce -2.5% 1,559 $532K
Warren Street Wealth Advisors, LLC 0.15% Reduce -3.9% 1,584 $531K
Fortress Financial Group, LLC 0.39% Add +0.1% 1,569 $526K
Strategic Wealth Investment Group, LLC 0.06% Reduce -82.2% 1,567 $525K
Westover Capital Advisors, LLC 0.10% Reduce -16.1% 1,567 $525K
T. Rowe Price Associates Inc. 0.00% No change 1,565 $525K
Note Advisors, LLC 0.27% No change 1,543 $523K
J.E. Simmons & Co., P.C. 0.34% — 1,559 $523K
Fielder Capital Group LLC 0.11% No change 1,557 $522K
Grey Fox Wealth Advisors, LLC 0.11% Reduce -1.5% 1,557 $522K
Fagan Associates, Inc. 0.07% Reduce -23.1% 1,556 $522K
Chesapeake Asset Management LLC 0.43% No change 1,555 $521K
Wealth Management Partners, LLC 0.15% Add +61.3% 1,555 $521K
Private Capital Management, LLC 0.05% Reduce -10.1% 1,554 $521K
Cardinal Strategic Wealth Guidance 0.14% No change 1,553 $521K
Zullo Investment Group, Inc. 0.19% No change 1,551 $520K
Hixon Zuercher, LLC 0.16% New 1,551 $520K
Marathon Wealth Advisors LLC 0.21% — 1,550 $520K
Guilbault Capital LLC 0.58% — 1,550 $520K
Kintra Wealth, LLC 0.07% Add +34.3% 1,548 $519K
Main Street Research LLC 0.03% Reduce -6.9% 1,538 $516K
Darwin Wealth Management, LLC 0.16% Add +1.1% 1,535 $515K
apricus wealth, LLC 0.26% Reduce -1.6% 1,535 $515K
Herold Advisors, Inc. 0.11% New 1,531 $513K
Retirement Solution LLC 0.11% Add +0.5% 1,527 $512K
Sensenig Capital Advisors, Inc 0.52% — 1,525 $511K
EnRich Financial Partners LLC 0.14% Add +0.2% 1,522 $510K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% — 1,520 $509K
Meramec Financial Planners, LLC 0.20% — 1,492 $509K
Register Financial Advisors LLC 0.20% Reduce -0.4% 1,516 $508K
Catalyst Investment Management LLC 0.48% — 1,512 $507K
Chapman Financial Group, LLC 0.34% No change 1,509 $506K
Charter Research & Investment Group, Inc. 0.34% No change 1,509 $506K
Greykasell Wealth Strategies, Inc. 0.20% Reduce -6.5% 1,500 $503K
Delta Capital Management LLC 0.29% No change 1,500 $503K
14B Captial Management LP 0.40% New 1,500 $503K
Stablepoint Partners, LLC 0.08% Add +0.9% 1,500 $503K
Collective Family Office LLC 0.12% No change 1,500 $503K
Leeward Financial Partners, LLC 0.14% Add +6.3% 1,499 $503K
Holderness Investments Co. 0.10% No change 1,493 $501K
Banta Asset Management LP 0.46% — 1,490 $500K
Element Pointe Advisors, LLC 0.10% New 1,487 $499K
Hamilton Capital, LLC 0.02% — 1,486 $498K
Taylor & Morgan Wealth Management, LLC 0.28% Add +1.3% 1,484 $497K
Brewster Financial Planning LLC 0.31% No change 1,481 $497K
Signet Investment Advisory Group, Inc. 0.23% No change 1,480 $496K
Financially in Tune, LLC 0.46% — 1,476 $495K
Blue Fin Capital, Inc. 0.08% No change 1,470 $493K
Canandaigua National Bank & Trust Co. 0.04% No change 1,469 $493K
Grange Capital, LLC 0.47% Reduce -23.0% 1,467 $492K
RMG Wealth Management LLC 0.06% Add +122.8% 1,595 $490K
Elser Financial Planning, Inc 0.35% Add +0.2% 1,460 $490K
Mountain Capital Investment Advisors Inc. 0.08% Add +4.5% 1,435 $489K
Advisory Resource Group 0.09% Add +0.6% 1,456 $488K
M. Kraus & Co 0.14% No change 1,455 $488K
True Freedom Investing, LLC 0.03% Add +82.1% 1,455 $488K
Optivise Advisory Services LLC 0.28% Add +0.4% 1,454 $488K
Serenity Investment Advisors 0.28% — 1,433 $487K
Green Ridge Wealth Planning LLC 0.25% — 1,453 $487K
WESPAC Advisors, LLC 0.26% Reduce -1.0% 1,450 $486K
Joule Financial, LLC 0.15% Add +22.9% 1,450 $486K
Paragon Capital Management Ltd 0.10% Reduce -3.0% 1,448 $486K
Range Financial Group LLC 0.17% New 1,443 $484K
Comprehensive Financial Planning, Inc. 0.32% Add +20.6% 1,441 $483K
Lynch & Associates 0.09% No change 1,439 $482K
Paragon Financial Partners, Inc. 0.30% Add +0.3% 1,438 $482K
Hartmann Taylor Wealth Management, LLC 0.33% Add +0.5% 1,437 $482K
Great Lakes Advisors, LLC 0.00% Add +4.2% 1,433 $480K
IF Advisors, LLC 0.39% — 1,431 $480K
LGL Partners, LLC 0.20% Add +16.3% 765 $480K
Trillium Asset Management, LLC 0.01% No change 1,428 $479K
One Wealth Advisors, LLC 0.06% Add +1.1% 1,427 $478K
Pillar Financial Advisors, LLC 0.29% Add +1.8% 1,427 $478K
Navalign, LLC 0.12% Add +15.6% 1,423 $477K
Stonebrook Private Inc. 0.10% Add +8.7% 1,418 $475K
Trailhead Planners LLC 0.47% — 1,412 $474K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Add +35.6% 1,387 $473K
Redwood Family Wealth LLC 0.47% — 1,410 $473K
Spectrum Asset Management, Inc. (NB/CA) 0.16% Reduce -6.0% 1,408 $472K
Aviso Wealth Management 0.20% Reduce -5.3% 1,408 $472K
Outbound Financial Inc 0.37% Reduce -42.8% 1,402 $470K
Donaldson Capital Management, LLC 0.01% Add +69.5% 1,400 $469K
SB Capital Management Inc 0.17% — 1,400 $469K
North Point Portfolio Managers Corp. 0.08% Reduce -3.0% 1,400 $469K
Allstreet Capital Advisors LLC 0.34% — 1,398 $469K
Seek First Inc. 0.32% Add +0.6% 1,391 $466K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +0.4% 1,391 $466K
Financial Sense Advisors, Inc. 0.10% New 1,388 $465K
Conservest Capital Advisors, Inc. 0.04% No change 1,387 $465K
Principia Wealth Advisory, LLC 0.29% Add +0.9% 1,386 $465K
Quattro Advisors LLC 0.37% — 1,386 $465K
W Advisors, LLC 0.23% Reduce -3.4% 1,385 $464K
GEM Asset Management, LLC 0.21% Add +30.8% 1,360 $463K
Synergy Financial Group, LTD 0.32% Add +68.6% 1,379 $462K
Adelphi Trust Co 0.38% — 1,379 $462K
Arrow Financial Corp 0.05% No change 1,378 $462K
Trust Co. of Toledo NA 0.05% Add +4.6% 1,374 $461K
Jefferies Financial Group Inc. 0.00% Add +0.7% 1,371 $460K
Costello Asset Management, INC 0.15% Reduce -1.2% 1,368 $458K
Riverbend Wealth Management, LLC 0.29% Add +0.5% 1,365 $458K
Ethic Inc. 0.01% Add +5.1% 1,365 $458K
Evolution Wealth Management Inc. 0.38% Add +867.4% 1,364 $457K
Integrity Advisory Solutions, LLC 0.07% New 1,362 $457K
Unified Investment Management 0.46% No change 1,361 $456K
McCollum Christoferson Group LLC 0.13% No change 1,361 $456K
Axis Wealth Partners, LLC 0.25% Add +5.2% 1,360 $456K
Strategic Planning, Inc. 0.24% New 1,356 $455K
GoalFusion Wealth Management, LLC 0.21% No change 1,355 $454K
Pacific Sage Partners, LLC 0.07% New 1,355 $454K
John G Ullman & Associates Inc. 0.06% No change 1,354 $454K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -11.1% 1,353 $454K
Convergence Financial, LLC 0.07% Add +1.4% 1,352 $453K
TrueWealth Advisors, LLC 0.12% Add +0.4% 1,351 $453K
Vermillion & White Wealth Management Group, LLC 0.25% Reduce -0.2% 1,348 $452K
BankPlus Trust Department 0.12% No change 1,347 $452K
Marshall Financial Group, LLC 0.09% Add +0.1% 1,346 $451K
Aull & Monroe Investment Management Corp 0.23% Reduce -0.7% 1,345 $451K
John W. Brooker & Co., CPAs 0.81% Add +0.3% 1,345 $451K
Burton Enright Welch 0.06% Add +1.7% 1,342 $450K
True Link Financial Advisors, LLC 0.03% Reduce -30.2% 1,342 $450K
Kellett Wealth Advisors, LLC 0.26% No change 1,339 $449K
Schiavi & Co LLC 0.14% Add +3.2% 1,336 $448K
Waterfront Wealth Inc. 0.09% Reduce -0.6% 1,308 $447K
Roth Financial Partners LLC 0.15% No change 1,334 $447K
Boyer Financial Services, Inc. 0.47% — 1,327 $446K
Sachem Hill LLC 0.09% No change 1,329 $446K
Triangle Securities Wealth Management 0.09% Reduce -3.3% 1,323 $444K
Ingalls & Snyder LLC 0.02% Add +43.7% 1,321 $443K
Riverbridge Partners LLC 0.01% Add +61.8% 1,319 $442K
Sollinda Capital Management LLC 0.11% Reduce -1.7% 1,314 $441K
Darrow Company, Inc. 0.20% No change 1,314 $441K
Kessler Investment Group, LLC 0.19% Add +2.1% 1,314 $440K
Johns Hopkins University 0.03% Add +49.7% 1,310 $439K
Horst & Graben Wealth Management LLC 0.07% New 1,310 $439K
Ritter Daniher Financial Advisory LLC / DE 0.07% Reduce -6.6% 1,308 $439K
Ehrenkranz Partners L.P. 0.50% Add +0.5% 1,304 $437K
Commonwealth Financial Services, LLC 0.07% Add +10.2% 1,303 $437K
Bell Investment Advisors, Inc 0.07% Add +0.1% 1,301 $436K
Ellis Investment Partners, LLC 0.08% Add +0.2% 1,297 $435K
WJ Financial Advisors LLC 0.39% No change 1,297 $435K
Invariant Investment Management 0.28% — 1,268 $434K
FreeGulliver LLC 0.19% Reduce -57.4% 1,295 $434K
Leading Edge Financial Planning LLC 0.10% No change 1,295 $434K
Mairs & Power Inc. 0.00% Add +58.4% 1,294 $434K
Willis Investment Counsel 0.02% Add +56.9% 1,293 $434K
LCNB Corp. 0.15% No change 1,293 $434K
Fulcrum Capital LLC 0.09% No change 1,291 $433K
Dana Investment Advisors, Inc. 0.01% Add +3.0% 1,290 $432K
Amplius Wealth Advisors, LLC 0.04% Add +0.1% 1,280 $429K
HighRoad Wealth Advisors, LLC 0.41% — 1,279 $429K
Morey & Quinn Wealth Partners, LLC 0.31% Add +20.9% 1,274 $427K
Peoples Bank 0.26% No change 1,273 $427K
Cowa, LLC 0.13% Add +13.0% 1,281 $426K
Capital Investment Services of America, Inc. 0.04% No change 1,270 $426K
Integrity Investment Advisors, LLC 0.23% Add +11.7% 1,268 $425K
Global Wealth Strategies & Associates 0.11% Reduce -2.5% 1,265 $424K
Vigilare Wealth Management 0.14% No change 1,264 $424K
Okabena Investment Services Inc. 0.08% New 1,261 $423K
AAF Wealth Management, LLC 0.18% Add +0.2% 1,252 $420K
M Wealth Management, LLC 0.37% Add +0.6% 1,251 $420K
InTrack Investment Management Inc 0.23% Reduce -6.2% 1,250 $419K
Sage Capital Management, LLC 0.19% Add +0.3% 1,246 $418K
Syntax Research, Inc. 0.26% Add +0.6% 1,245 $417K
Waterway Wealth Management, LLC 0.09% Add +15.8% 1,245 $417K
Integrity Financial Corp 0.21% Reduce -57.3% 1,244 $417K
Rockland Trust Co. 0.02% Add +24.8% 1,244 $417K
Buck Wealth Strategies, LLC 0.05% Reduce -7.7% 1,242 $416K
Transce3nd, LLC 3.36% Reduce -5.4% 1,212 $416K
Montz Harcus Wealth Management LLC 0.17% Add +4.2% 1,241 $416K
Richardson Capital Management LLC 0.21% Reduce -0.4% 1,240 $416K
Tribridge Partners Financial LLC 0.17% Add +6.3% 1,235 $414K
North Capital, Inc. 0.36% Add +3.4% 1,232 $413K
Laffer Tengler Investments, Inc. 0.07% Add +0.4% 1,231 $413K
Cooper/Haims Advisors, LLC 0.19% New 1,227 $411K
Midwest Capital Advisors, LLC 0.20% Reduce -9.3% 1,227 $411K
Cranbrook Wealth Management, LLC 0.08% Reduce -0.2% 1,225 $411K
Clark Financial Services Group Inc. 0.22% Add +6.9% 1,208 $409K
Diversified Investment Strategies, LLC 0.27% No change 1,220 $409K
PFC Capital Group, Inc. 0.17% Reduce -34.7% 1,211 $406K
Essex Investment Management Co. LLC 0.06% No change 1,206 $404K
Guardian Capital, LLC 0.36% — 1,204 $404K
William Howard & Co Financial Advisors Inc 0.34% Add +7.9% 1,203 $403K
Parvin Asset Management, LLC 0.33% No change 1,201 $403K
Cedarwood Wealth LLC 0.45% — 1,175 $402K
MOKAN Wealth Management Inc. 0.18% New 1,198 $402K
Red Tortoise LLC 0.17% Add +0.6% 1,196 $401K
25 LLC 0.13% No change 1,193 $400K
J. Team Financial, Inc. 0.40% Add +3.8% 1,193 $400K
Wolff Financial Management LLC 0.09% Reduce -2.1% 1,192 $400K
Bensler, LLC 0.04% Add +0.1% 1,189 $399K
M. Kulyk & Associates, LLC 0.08% Add +3.0% 1,188 $398K
Advisortrust Partners, LLC 0.17% — 1,184 $397K
Vistica Wealth Advisors, LLC 0.40% — 1,183 $397K
Three Bridge Wealth Advisors, LLC 0.10% Reduce -1.8% 1,177 $395K
Gould Asset Management LLC 0.07% Reduce -0.8% 1,175 $394K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -2.2% 1,174 $394K
Whitaker-Myers Wealth Managers, LTD. 0.08% Reduce -30.0% 1,174 $394K
Bauman Advisory Group, LLC 0.32% — 1,173 $393K
Retirement Planning Group, LLC / NY 0.27% Add +1.2% 1,169 $392K
Goodman Financial Corp 0.07% Add +0.3% 1,168 $392K
Compton Financial Group, LLC 0.09% No change 1,167 $391K
Cambridge Capital Management, LLC 0.18% Add +0.6% 1,164 $390K
Silvia McColl Wealth Management, LLC 0.26% No change 1,162 $390K
Epiq Partners, LLC 0.19% Reduce -4.9% 1,161 $389K
Collier Financial 0.29% Add +0.3% 1,157 $388K
Sierra Summit Advisors LLC 0.06% Reduce -15.7% 1,156 $388K
Horizon Investments, LLC 0.00% Add +243.8% 1,155 $387K
Second Line Capital, LLC 0.08% Add +2.1% 1,153 $387K
Gen-Wealth Partners Inc 0.12% Add +91098.7% 281,804 $386K
Opes Wealth Management LLC 0.07% Add +6.0% 1,149 $385K
Castle Rock Wealth Management, LLC 0.08% Add +0.3% 1,136 $383K
Vines Capital Management, LLC 0.37% — 1,143 $383K
Villere St Denis J & Co. LLC 0.04% No change 1,141 $383K
Cadence Wealth Management LLC 0.18% Add +10.9% 1,140 $382K
Advisor Resource Council 0.14% No change 1,140 $382K
Walker Asset Management, LLC 0.20% No change 1,138 $382K
Sunbelt Securities, Inc. 0.03% Add +36.6% 1,134 $380K
Alteri Wealth LLC 0.12% Add +2.7% 1,132 $380K
Vance Wealth, LLC 0.11% Add +2.6% 1,131 $379K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $379K
Asset One Wealth Management LLC 0.05% — 1,103 $378K
Strait & Sound Wealth Management LLC 0.14% Add +0.9% 1,124 $377K
Nvest Financial, LLC 0.16% Reduce -35.3% 1,123 $377K
Mark Sheptoff Financial Planning, LLC 0.18% No change 1,122 $376K
Ruedi Wealth Management, Inc. 0.10% Add +1.0% 1,120 $376K
Alamar Capital Management, LLC 0.21% No change 1,120 $376K
Toronto Dominion Bank 0.00% Reduce -71.0% 1,120 $375K
RKL Wealth Management LLC 0.03% Add +0.3% 1,119 $375K
SPG Advisors LLC 3.85% Reduce -3.3% 1,117 $374K
Rakuten Securities, Inc. 0.12% Reduce -20.2% 1,111 $372K
Sachetta, LLC 0.20% Reduce -28.1% 1,108 $371K
Bond & Devick Financial Network, Inc. 0.10% Reduce -7.3% 1,107 $371K
Rollins Financial Advisors, LLC 0.05% Reduce -1.5% 1,102 $369K
Clientfirst Wealth Management, LLC 0.30% No change 1,100 $369K
American State Bank (Iowa) 0.18% Add +2.6% 1,097 $368K
Premier Path Wealth Partners, LLC 0.05% Reduce -81.6% 1,095 $367K
Flaharty Asset Management, LLC 0.05% No change 1,094 $367K
Capital Squared Financial LLC 0.29% Reduce -2.0% 1,094 $367K
Physician Wealth Advisors, Inc. 0.05% Add +385.3% 1,092 $366K
Smith Partners Wealth Management, LLC 0.34% — 1,092 $366K
Riverwater Partners LLC 0.14% No change 1,092 $366K
Potentia Wealth 0.13% Reduce -6.3% 1,092 $366K
Blue Jean Financial LLC 0.30% — 1,091 $366K
Prestige Wealth Management Group LLC 0.07% Reduce -3.7% 1,090 $366K
Chaney Capital Management, Inc. 0.13% No change 1,090 $365K
Charter Capital Management, LLC\DE 0.19% No change 1,089 $365K
Xcelsior Advisor Partners LLC 0.18% — 1,089 $365K
Woodstock Corp. 0.03% No change 1,089 $365K
Saxony Capital Management, LLC 0.22% Reduce -7.2% 1,087 $364K
Fort Washington Investment Advisors Inc. 0.00% No change 1,085 $364K
Harvest Investment Services, LLC 0.07% Add +31.5% 1,085 $364K
Total Wealth Planning & Management, Inc. 0.29% — 1,080 $362K
Forte Asset Management LLC 0.16% No change 1,080 $362K
ProVise Management Group, LLC 0.03% Reduce -0.9% 1,077 $361K
Orin Green Financial, LLC 0.14% Reduce -12.2% 1,075 $360K
Your Advocates Ltd., LLP 0.12% Add +0.8% 1,075 $360K
Kapstone Financial Advisors LLC 0.18% Add +27.1% 1,074 $360K
Awm Capital, LLC 0.03% Add +1.4% 1,073 $360K
Schnieders Capital Management, Llc. 0.06% Add +2.3% 1,073 $360K
Wealth Science Advisors LLC 0.21% — 1,073 $360K
Northwest Financial Advisors 0.74% Reduce -8.1% 1,072 $359K
Ak Global Asset Management, LLC 0.31% — 1,070 $359K
High Point Wealth Management, LLC 0.34% — 1,070 $359K
Tepp RIA, LLC 0.35% Add +4.2% 1,070 $359K
Gainplan LLC 0.13% New 1,069 $358K
Dominguez Wealth Management Solutions, Inc. 0.22% Reduce -5.1% 1,069 $358K
Paces Ferry Wealth Advisors, LLC 0.15% Add +51.9% 1,068 $358K
Van Diest Capital, LLC 0.53% — 1,065 $357K
Private Management Group Inc. 0.01% Add +14.8% 1,063 $356K
Robinson Smith Wealth Advisors LLC 0.24% No change 1,059 $355K
Wheelhouse Advisory Group LLC 0.13% Reduce -7.7% 1,046 $354K
Walker Financial Services, Inc. 0.13% Reduce -0.6% 1,050 $352K
TSG Advice Partners, LLC 0.05% — 1,049 $352K
Core Wealth Partners LLC 0.16% Reduce -0.6% 1,047 $351K
Continuum Wealth Advisors, LLC 0.14% Add +60.6% 1,047 $351K
Coastline Complete Wealth LLC 0.22% — 1,046 $351K
Great Oak Capital Partners, LLC 0.09% Reduce -35.7% 1,043 $351K
Carret Asset Management, LLC 0.03% No change 1,045 $350K
Voisard Asset Management Group, Inc. 0.08% Reduce -11.6% 1,045 $350K
Invera Wealth Advisors, LLC 0.22% No change 1,040 $349K
Journey Beyond Wealth, LLC 0.28% Add +2.3% 1,040 $349K
Independent Wealth Advisors LLC 0.36% — 1,038 $348K
Fortune Financial Group, Inc. 0.34% — 995 $348K
McGrath & Associates, Inc. 0.49% Add +52.3% 1,037 $348K
Occidental Asset Management, LLC 0.04% Add +1.1% 1,036 $347K
Atlatl Advisers LLC 0.13% New 1,034 $347K
Spectrum Planning & Advisory Services Inc. 0.18% Reduce -4.1% 1,029 $345K
FSB Premier Wealth Management, Inc. 0.11% No change 1,029 $345K
Souders Financial Advisors 0.04% No change 1,022 $343K
Fairvoy Private Wealth, LLC 0.08% Reduce -9.7% 1,017 $341K
Pekin Hardy Strauss, Inc. 0.03% Add +13.0% 1,016 $341K
Hobart Private Capital, LLC 0.07% No change 1,013 $340K
Tranquility Partners, LLC 0.12% Reduce -1.3% 1,010 $339K
Wernau Asset Management Inc. 0.34% Reduce -6.9% 1,009 $338K
Godshalk Welsh Capital Management, Inc. 0.19% No change 1,006 $337K
Sugar Maple Asset Management, LLC 0.23% No change 1,005 $337K
Kennedy Investment Group, Inc. 0.13% Add +39.3% 1,003 $336K
Cohen Investment Advisors LLC 0.15% Add +5.7% 1,003 $336K
Ellenbecker Investment Group 0.05% Add +11.7% 1,002 $336K
WMS Group LLC 0.43% — 1,000 $335K
JBF Capital, Inc. 0.05% No change 1,000 $335K
Cape Cod Five Cents Savings Bank 0.03% No change 1,183 $335K
Fortem Financial Group, LLC 0.09% Reduce -5.2% 999 $335K
JSF Financial, LLC 0.07% Add +4.5% 998 $335K
Northstar Asset Management Inc. 0.09% No change 997 $334K
DDFG, Inc 0.07% Add +0.5% 996 $334K
West Wealth Group, LLC 0.07% Add +2.8% 995 $334K
LiftPoint Family Wealth Advisors LLC 0.28% — 993 $333K
Amarillo National Bank 0.06% Reduce -46.5% 992 $333K
Abound Financial, LLC 0.13% No change 992 $333K
Vigil Wealth Management, LLC 0.28% — 988 $331K
Pavion Blue Capital, LLC 0.14% No change 983 $330K
Wisconsin Wealth Advisors, LLC 0.32% No change 979 $328K
Wealth Forward, LLC 0.18% Add +1.4% 976 $327K
Pacific Point Advisors, LLC 0.17% No change 970 $325K
LifeSteps Financial, Inc. 0.21% Reduce -0.3% 969 $325K
NorthAvenue LLC 0.27% — 968 $325K
Clarity Asset Management, Inc. 0.18% Reduce -42.6% 966 $324K
Demars Financial Group, LLC 0.11% New 966 $324K
Rockport Wealth LLC 0.06% Reduce -8.6% 964 $323K
HMS Capital Management, LLC 0.13% No change 964 $323K
River Street Advisors LLC 0.12% Add +1.3% 963 $323K
Divergent Planning, LLC 0.08% Reduce -3.2% 960 $323K
Straight Path Wealth Management 0.09% Add +40.3% 961 $322K
Mengis Capital Management, Inc. 0.06% Reduce -0.4% 960 $322K
Watchman Group, Inc. 0.08% Reduce -19.0% 959 $322K
Strategy Asset Managers LLC 0.05% Add +32.0% 957 $321K
SWP Financial LLC 0.16% Reduce -10.8% 954 $320K
Edge Wealth Management LLC 0.06% No change 953 $320K
Matters Capital LLC 0.26% — 953 $320K
G&S Capital LLC 0.11% Add +0.7% 953 $319K
Broussard Financial Group LLC 0.26% — 951 $319K
Eagle Harbor Asset Management Inc. 0.26% No change 951 $319K
Cache Advisors, LLC 0.04% No change 950 $319K
Cadent Capital Advisors, LLC 0.08% No change 950 $318K
Schrum Private Wealth Management LLC 0.23% Add +0.1% 948 $318K
Moller Wealth Partners 0.07% Add +0.4% 947 $318K
Navis Wealth Advisors, LLC 0.13% Add +37.6% 944 $316K
Frisco Financial Planning LLC 0.26% Reduce -0.6% 942 $316K
Investmark Advisory Group LLC 0.13% Add +0.5% 941 $316K
Barnes Pettey Financial Advisors, LLC 0.16% No change 940 $315K
Blue Water Asset Management 0.11% — 940 $315K
Paragon Advisors, LLC 0.09% Add +3.0% 938 $315K
Gambit Capital Management, LLC 0.23% — 938 $314K
Cooper Financial Group 0.03% Reduce -2.8% 933 $313K
Lummis Asset Management, LP 0.19% Reduce -13.1% 933 $313K
Horizon Kinetics Asset Management LLC 0.00% Reduce -4.9% 930 $312K
Silver Lake Advisory, LLC 0.12% Add +0.5% 929 $311K
ZWJ Investment Counsel Inc. 0.01% Reduce -0.4% 929 $311K
Cannon Advisors, Inc. 0.22% Reduce -2.5% 911 $311K
SkyView Investment Advisors, LLC 0.04% Reduce -6.1% 924 $310K
Group One Trading LLC 0.01% New 923 $309K
Absher Wealth Management, LLC 0.04% Add +1.1% 921 $309K
Obsidian Cio, LLC 0.46% Reduce -78.8% 919 $308K
Code Waechter LLC 0.20% Reduce -1.5% 918 $308K
Peachtree Investment Partners, LLC 0.10% Reduce -3.6% 917 $308K
Seascape Capital Management 0.09% Reduce -18.9% 911 $306K
Old Mission Capital LLC 0.01% Reduce -93.4% 911 $305K
Provident Investment Management, Inc. 0.03% No change 910 $305K
Sutton Place Investors LLC 0.17% No change 909 $305K
Revere Asset Management, Inc 0.11% Reduce -3.5% 908 $304K
TFR Capital, LLC. 0.10% Reduce -20.6% 904 $303K
RPS Advisory Solutions LLC 0.14% Reduce -2.3% 904 $303K
St. Clair Advisors, LLC 0.08% New 900 $302K
Birchwood Financial Partners, Inc. 0.30% — 898 $301K
Sloy Dahl & Holst, LLC 0.04% Add +0.1% 898 $301K
Zeit Capital LLC 0.20% Add +0.1% 896 $300K
Pinkerton Wealth, LLC 0.03% Add +7.6% 895 $300K
PCB Capital LLC 0.48% — 894 $300K
Mechanics Financial Corp 0.11% No change 893 $299K
Heritage Wealth Management, Inc./Texas 0.13% Reduce -4.9% 890 $298K
Sims Investment Management, LLC 0.11% Reduce -10.4% 889 $298K
Future Financial Wealth Managment LLC 0.20% No change 888 $298K
Oxinas Partners, LLC 0.14% Add +18.1% 887 $297K
Walser Wealth Management Company, A Ltd Liability Co 0.16% — 884 $297K
Centerpoint Advisory Group 0.23% No change 884 $296K
FMB Wealth Management 0.12% Reduce -5.4% 882 $296K
Cornerstone Planning Group LLC 0.05% Add +4004.8% 862 $296K
MMBG Investment Advisors Co. 0.02% New 880 $295K
Nicollet Investment Management, Inc. 0.09% No change 881 $295K
Elyxium Wealth, LLC 0.08% No change 877 $294K
Nicholas Wealth, LLC. 0.20% Reduce -4.6% 874 $293K
Central Valley Advisors, LLC 0.09% No change 870 $292K
Freedom Investment Management, Inc. 0.08% No change 868 $291K
Stanley-Laman Group, Ltd. 0.04% Reduce -9.1% 867 $291K
1834 Investment Advisors Co. 0.04% Reduce -42.8% 867 $291K
Affinity Capital Advisors, LLC 0.04% Add +2.1% 867 $291K
McGowan Group Asset Management, Inc. 0.04% No change 865 $290K
Iams Wealth Management, LLC 0.10% New 863 $290K
Diligent Investors, LLC 0.07% Add +8.4% 864 $290K
JHP Wealth Management, LLC 0.28% — 864 $290K
Heritage Trust Co 0.03% No change 864 $290K
Klingenstein Fields & Co. LP 0.01% Add +0.1% 863 $289K
Slagle Financial, LLC 0.10% New 863 $289K
Granite Bay Wealth Management, LLC 0.07% No change 862 $289K
Sterling Financial Planning, Inc. 0.09% Add +0.1% 861 $289K
Alkeme Wealth, LLC 0.12% New 860 $288K
Tull Financial Group, Inc. 0.12% Add +14.1% 860 $288K
Tudor Financial Inc. 0.15% No change 859 $288K
Alterna Wealth Management, Inc. 0.24% Add +2.0% 859 $288K
Traub Capital Management LLC 0.27% No change 852 $286K
Quarry LP 0.05% New 851 $285K
Wedgewood Investors Inc. 0.32% No change 850 $285K
First Merchants Corp. 0.01% Add +28.8% 849 $285K
Excalibur Management Corp. 0.10% Add +19.1% 846 $284K
Evelyn Partners Investment Management LLP 0.01% Add +40.8% 845 $283K
LCW Services, LLC 0.15% — 843 $283K
Red Spruce Capital, LLC 0.11% Add +6.7% 842 $282K
Black Swift Group, LLC 0.05% Reduce -9.7% 842 $282K
Finward Bancorp 0.22% Add +3.7% 841 $282K
KKM Financial LLC 0.05% No change 840 $282K
Financial Futures Ltd Liability Co. 0.13% Reduce -0.2% 839 $281K
Taylor Securities Services, Inc. 0.13% — 836 $280K
Joseph P. Lucia & Associates, LLC 0.10% Add +10.6% 835 $280K
Battery Global Advisors, LLC 0.13% Reduce -99.8% 371 $280K
ROI Financial Advisors, LLC 0.16% No change 833 $279K
Arjuna Capital 0.07% No change 832 $279K
Olde Wealth Management, LLC 0.09% Reduce -0.1% 832 $278K
Pearl Planning LLC 0.17% — 828 $278K
Roxbury Financial LLC 0.25% Reduce -1.7% 825 $277K
FSA Investment Group, LLC 0.17% Add +0.4% 824 $276K
Meridian Management Co. 0.07% No change 823 $276K
Hudson Oak Wealth Advisory LLC 0.24% — 821 $275K
Rainey & Randall Wealth Advisors Inc. 0.04% No change 819 $275K
E&G Advisors, LLC 0.06% Add +8.5% 817 $274K
Keeler & Nadler Financial Planning & Wealth Management 0.09% Add +0.3% 816 $274K
Helium Advisors LLC 0.28% Reduce -2.6% 815 $273K
waypoint wealth counsel 0.10% Add +7.2% 815 $273K
Widmann Financial Services, Inc. 0.17% No change 815 $273K
SpringVest Wealth Management LLC 0.19% No change 814 $273K
Riverpoint Wealth Management Holdings, LLC 0.06% Add +0.6% 814 $273K
Clean Yield Group 0.08% Add +81100.0% 812 $272K
Evansbrook LLC 0.18% — 812 $272K
Pin Oak Investment Advisors Inc. 0.19% No change 799 $272K
Wright Wealth LLC 0.18% — 810 $272K
Ellsworth Advisors, LLC 0.05% Reduce -26.4% 793 $271K
New Wave Wealth Advisors LLC 0.10% No change 809 $271K
Madison Park Capital Advisors, LLC 0.22% Add +0.3% 809 $271K
Blue Chip Partners, LLC 0.02% Add +12.5% 809 $271K
Stonebridge Financial Planning Group, LLC 0.10% Reduce -2.4% 807 $270K
Fell Capital Management 0.26% — 806 $270K
Monarch Capital Management Inc. 0.07% No change 806 $270K
Arbor Capital Management Inc. 0.23% Reduce -5.6% 791 $270K
Tenzing Financial LLC 0.22% — 804 $270K
Quantum Financial Planning Services, Inc. 0.10% New 804 $270K
Hillcrest Wealth Advisors - NY, LLC 0.12% No change 800 $268K
Orrstown Financial Services Inc. 0.04% No change 800 $268K
Park Place Capital Corp 0.06% Add +0.3% 800 $268K
Laurel Wealth Planning LLC 0.15% No change 797 $267K
VELA Investment Management, LLC 0.07% No change 797 $267K
Spectrum Wealth Advisory Group, LLC 0.10% Add +0.5% 795 $267K
Capstone Wealth Management Group LLC 0.16% No change 794 $266K
John Boyer, Inc. 0.27% No change 792 $265K
Jackson Thornton Wealth Management, LLC 0.03% No change 777 $265K
Concorde Asset Management, LLC 0.11% Reduce -21.9% 790 $265K
Odyssey Capital Advisors, Inc. 0.23% — 788 $264K
Ironwood Wealth Management, LLC. 0.08% Reduce -0.3% 788 $264K
Auxano Advisors, LLC 0.05% Reduce -2.4% 787 $264K
Guerra Pan Advisors, LLC 0.16% No change 785 $263K
Sanchez Wealth Management Group 0.06% No change 785 $263K
Insight Wealth Strategies, LLC 0.03% Add +0.3% 783 $263K
DHJJ Financial Advisors, Ltd. 0.09% Add +1.0% 783 $262K
Point Nemo Capital, LLC 0.26% — 782 $262K
Consilio Wealth Advisors, LLC 0.08% No change 780 $262K
Schulz Wealth, LTD. 0.17% Reduce -6.9% 780 $262K
CCM Investment Advisers LLC 0.03% No change 779 $261K
Dearborn Partners LLC 0.01% Add +1.6% 779 $261K
Uncommon Cents Investing LLC 0.06% No change 778 $261K
KilterHowling LLC 0.13% Add +0.7% 777 $260K
Crumly & Associates Inc. 0.05% Add +0.4% 776 $260K
Gator Capital Management, LLC 0.05% Reduce -1.3% 775 $260K
Community Trust & Investment Co. 0.01% No change 774 $259K
ShoreHaven Wealth Partners, LLC 0.09% Add +19.8% 773 $259K
Dover Advisors, LLC 0.10% Reduce -12.9% 773 $259K
Country Trust Bank 0.00% Reduce -56.9% 773 $259K
Old North State Trust, LLC 0.15% Reduce -12.6% 773 $259K
Matisse Capital 0.12% No change 770 $258K
Wharton Business Group, LLC 0.01% No change 765 $256K
Milestone Asset Management, LLC 0.05% Add +1.6% 764 $256K
Leelyn Smith, LLC 0.04% New 765 $256K
Fjell Capital, LLC 0.20% New 761 $255K
Valued Wealth Advisors LLC 0.11% Reduce -9.4% 760 $255K
Missouri Trust & Investment Co 0.07% No change 758 $254K
Birch Hill Investment Advisors LLC 0.01% Reduce -0.4% 758 $254K
Summit Place Financial Advisors, LLC 0.12% Reduce -0.7% 756 $253K
Southeast Asset Advisors, LLC 0.02% Reduce -81.1% 756 $253K
Kilter Group LLC 0.11% Add +389.6% 754 $253K
RMR Wealth Builders 0.02% Add +18.3% 751 $252K
Colonial Trust Co / SC 0.03% No change 750 $251K
Dorato Capital Management 0.19% — 735 $251K
Shearwater Capital LLC 0.14% No change 747 $250K
Riggs Asset Managment Co. Inc. 0.05% No change 747 $250K
S Harris Financial Group, LLC 0.24% — 745 $250K
Prosperitas Financial LLC 0.10% No change 745 $250K
Callahan Advisors, LLC 0.02% Reduce -2.9% 743 $249K
Farmers National Bank 0.06% No change 742 $249K
Evelyn Partners Investment Management Services Ltd 0.03% No change 742 $249K
Allen Mooney & Barnes Investment Advisors LLC 0.04% New 742 $249K
Torray Investment Partners LLC 0.04% Add +0.4% 742 $249K
New Harbor Financial Group, LLC 0.05% No change 739 $248K
Two West Capital Advisors LLC 0.14% Reduce -13.5% 739 $248K
Thayer Partners, LLC / MA 0.12% — 739 $248K
KM Capital Management Ltd. 0.13% Add +0.4% 739 $248K
Persium Advisors, LLC 0.18% No change 738 $247K
Sterling Investment Counsel, LLC 0.07% Reduce -5.6% 738 $247K
Richards, Merrill & Peterson, Inc. 0.09% Add +4.1% 733 $246K
Schmidt P J Investment Management Inc. 0.04% No change 732 $245K
McDonald Partners LLC 0.08% Reduce -8.3% 731 $245K
Sonoma Allocations LLC 0.08% Reduce -15.2% 716 $245K
Triton Financial Group Inc 0.16% Reduce -0.4% 729 $244K
Home Federal Bank of Tennessee 0.06% Reduce -5.8% 729 $244K
Invictus Private Wealth, LLC 0.01% Add +15.4% 728 $244K
Berkshire Asset Management LLC 0.01% No change 728 $244K
Clifford Group, LLC 0.19% No change 728 $244K
Financial Life Advisors 0.08% No change 728 $244K
LVM Capital Management Ltd. 0.02% Reduce -0.7% 727 $244K
Golden Bell Financial Planning LLC 0.20% Reduce -22.2% 727 $244K
Core Wealth Advisors, Inc. 0.06% No change 727 $244K
Braun Stacey Associates Inc. 0.01% No change 727 $244K
Bannerstone Capital Management, LLC 0.23% — 726 $243K
Spectrum Financial Alliance Ltd LLC 0.05% No change 726 $243K
Garrett Wealth Advisory Group, LLC 0.05% Reduce -9.1% 726 $243K
Williamson Legacy Group, LLC 0.19% Reduce -4.0% 722 $242K
Ardent Capital Management, Inc. 0.10% No change 721 $242K
Cabot Wealth Management Inc. 0.03% New 721 $242K
BlackDiamond Wealth Management, LLC 0.12% Reduce -1.0% 705 $242K
Argent Advisors, Inc. 0.07% No change 719 $241K
Kickstand Ventures, Llc. 0.05% Add +11.3% 718 $241K
Strive Financial Group ,LLC 0.13% — 716 $240K
Mustard Seed Financial, LLC 0.15% Reduce -2.9% 715 $240K
Brucke Financial, Inc. 0.13% Reduce -1.0% 713 $239K
Signature Resources Capital Management, LLC 0.12% Reduce -68.7% 713 $239K
Thayer Financial, L.L.C. 0.25% — 712 $239K
Buckhead Capital Management LLC 0.09% Add +0.1% 711 $238K
McRae Capital Management Inc. 0.05% New 711 $238K
Ackerman Asset Management, LLC 0.16% No change 709 $238K
Walsh & Associates, LLC 0.23% — 708 $237K
Townsend & Associates, Inc 0.02% No change 692 $237K
Alternative Investment Advisors, LLC. 0.10% Add +11.9% 704 $236K
Stewardship Advisors, LLC 0.05% Reduce -1.7% 705 $236K
CFM Wealth Partners LLC 0.03% Reduce -2.9% 705 $236K
Blossom Wealth Management 0.39% Add +11.2% 704 $236K
Portside Wealth Group, LLC 0.03% Add +14.3% 703 $236K
City National Bank of Florida 0.15% Reduce -41.9% 702 $235K
Mindset Wealth Management, LLC 0.06% Reduce -5.9% 702 $235K
Warburton Capital Management, LLC 0.13% No change 702 $235K
Compass Financial Services Inc 0.10% Reduce -12.4% 701 $235K
TCFG Wealth Management, LLC 0.09% Reduce -3.0% 700 $235K
Aventura Private Wealth, LLC 0.08% No change 699 $234K
International Private Wealth Advisors LLC 0.15% Add +3.0% 698 $234K
Middleton & Co. Inc. 0.02% No change 697 $234K
Peak Wealth Management LLC 0.20% — 696 $233K
Vaughan David Investments LLC 0.01% Add +6.3% 694 $233K
WealthPoint Financial, LLC 0.20% — 694 $233K
MPS Loria Financial Planners, LLC 0.06% Add +0.3% 693 $233K
Anchyra Partners LLC 0.07% — 688 $231K
PMG Wealth Management, Inc. 0.17% Add +9.4% 688 $231K
Noble Family Wealth, LLC 0.05% Add +10.4% 687 $230K
Heirloom Wealth Management 0.05% New 686 $230K
Lockerman Financial Group, Inc. 0.44% No change 686 $230K
Forum Private Client Group LLC 0.08% Add +5.2% 686 $230K
Alesco Advisors, LLC, An ESL Co 0.01% New 685 $230K
Genesis Private Wealth, LLC 0.07% New 684 $229K
Core Wealth Management, Inc. 0.07% Add +2.4% 683 $229K
TRUE Private Wealth Advisors 0.02% New 681 $228K
Hobbs Wealth Management, LLC 0.22% New 681 $228K
Mendel Money Management 0.10% Add +0.3% 681 $228K
Fortress Private Ledger, LLC 0.07% No change 677 $227K
Decker Wealth Management LLC 0.05% — 676 $227K
Strategic Wealth Advisors LLC 0.19% — 677 $226K
Redmond Asset Management, LLC 0.06% Add +0.3% 674 $226K
Austin Asset Management Co Inc 0.04% New 674 $226K
Sightline Wealth Advisors, LLC 0.10% Reduce -10.0% 672 $225K
Rise Advisors, LLC 0.08% Add +0.6% 672 $225K
Hapanowicz & Associates Financial Services, Inc 0.09% Reduce -8.3% 672 $225K
MA Private Wealth 0.04% No change 672 $225K
Westwood Holdings Group Inc. 0.00% No change 668 $224K
William Mack & Associates, Inc. 0.11% New 666 $223K
Mann Financial Group, Inc. 0.22% Add +6.4% 665 $223K
Oceanside Advisors LLC 0.13% No change 660 $221K
Transamerica Financial Advisors, LLC 0.02% Add +815.3% 659 $221K
BG Investment Services, LLC 0.20% New 657 $220K
Somnio Financial Group, LLC 0.15% New 656 $220K
Paragon Private Wealth Management, LLC 0.07% Reduce -91.4% 654 $219K
Schroder Investment Management Group 0.00% Reduce -19.6% 653 $219K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -1.7% 652 $219K
Xcel Wealth Management, LLC 0.06% No change 651 $218K
Dupree Financial Group, LLC 0.08% New 648 $217K
NFSG Corp 0.03% Reduce -21.3% 648 $217K
TrueWealth Financial Partners 0.18% New 648 $217K
True Blue Financial, LLC 0.18% — 648 $217K
Baker Boyer National Bank 0.07% New 647 $217K
Kure Advisory, LLC 0.12% Reduce -34.4% 647 $217K
Ameritas Investment Partners, Inc. 0.01% Add +159.8% 647 $217K
Teamwork Financial Advisors, LLC 0.02% Reduce -18.3% 643 $216K
Steel Grove Capital Advisors, LLC 0.02% New 640 $215K
Marks Group Wealth Management, Inc 0.02% New 640 $215K
Cottage Street Advisors LLC 0.09% Add +0.5% 633 $212K
Millstone Evans Group, LLC 0.12% Add +1306.7% 633 $212K
Keenan, LLC 0.19% — 633 $212K
LongView Asset Management LLC 0.15% No change 630 $211K
Dedeker Financial LLC 0.19% — 630 $211K
Rezny Wealth Management, Inc. 0.05% No change 630 $211K
Mandatum Life Insurance Co Ltd 0.05% No change 628 $211K
Meritas Wealth Management, LLC 0.10% Add +0.2% 627 $210K
Well Done, LLC 0.03% Add +0.2% 627 $210K
Directional Asset Management 0.18% — 626 $210K
Hall Capital Management Co. Inc. 0.08% No change 625 $210K
Higgins & Schmidt Wealth Strategies LLC 0.10% No change 622 $209K
4Thought Financial Group Inc. 0.10% Reduce -4.8% 620 $208K
Cauble & Harre Wealth Management, Inc. 0.17% — 620 $208K
Cogent Private Wealth, Inc. 0.16% — 616 $207K
McCartney Wealth Management LLC 0.18% — 613 $206K
Alhambra Investment Management LLC 0.10% Add +0.3% 612 $205K
Hoge Financial Services, LLC 0.11% New 611 $205K
Ssa Swiss Advisors AG 0.10% No change 611 $205K
Luken Investment Analytics, LLC 0.08% No change 610 $205K
Grunden Financial Advisory, Inc. 0.08% New 610 $204K
Dynamic Financial Group 0.17% New 608 $204K
Ballew Advisors, Inc 0.11% New 595 $204K
Round Rock Advisors LLC 0.03% New 607 $204K
Koesten, Hirschmann & Crabtree, INC. 0.10% No change 607 $204K
Carbahal Olsen Financial Services Group, LLC 0.16% New 605 $203K
Greenline Wealth Management LLC 0.21% — 603 $202K
V. M. Manning & Co., Inc. 0.20% New 602 $202K
Benchmark Financial, LLC 0.20% — 602 $202K
Toth Financial Advisory Corp. 0.02% Reduce -29.2% 602 $202K
Lifelong Wealth Advisors, Inc. 0.05% New 601 $202K
Legacy Bridge, LLC 0.08% No change 600 $201K
Shelton Capital Management 0.00% New 600 $201K
HF Advisory Group, LLC 0.07% Reduce -2.3% 600 $201K
Sentinel Pension Advisors, LLC 0.03% New 599 $201K
Copia Wealth Management 0.14% Reduce -0.8% 598 $200K
Bryant Woods Investment Advisors, LLC 0.08% New 597 $200K
Evolution Advisers, Inc. 0.09% No change 39,187 $200K
Reicon Wealth Advisors, LLC 0.14% — 570 $191K
Davidson Capital Management Inc. 0.04% New 570 $191K
Mowery & Schoenfeld Wealth Management, LLC 0.27% No change 562 $188K
DV Trading LLC 0.02% — 560 $188K
Wolff Wiese Magana LLC 0.10% Reduce -4.8% 553 $185K
TOWER TRUST & INVESTMENT Co 0.12% No change 552 $185K
First Financial Corp. 0.07% No change 543 $182K
Key Capital Management, INC 0.18% — 541 $181K
Central Pacific Bank - Trust Division 0.02% No change 537 $180K
Tower View Wealth Management LLC 0.09% Add +0.6% 533 $179K
Evergreen Private Wealth LLC 0.07% No change 517 $173K
Winnacle Wealth LLC 0.13% Add +44.0% 514 $173K
Glassy Mountain Advisors, Inc. 0.05% Add +191.4% 510 $171K
Signature Equity Partners, LLC 0.09% — 502 $168K
Wellington Shields Capital Management, LLC 0.02% No change 500 $168K
West Branch Capital LLC 0.04% Reduce -53.2% 499 $167K
Monetary Solutions, Ltd 0.16% — 483 $162K
one8zero8, LLC 0.03% Reduce -2.1% 470 $158K
Cheviot Value Management, LLC 0.02% No change 459 $157K
Ankerstar Wealth, LLC 0.16% — 468 $157K
Go Invest LLC 0.05% — 467 $156K
Main Management LLC 0.01% Reduce -1.5% 462 $155K
Hamrick Investment Counsel, llc 0.11% — 460 $154K
Punch & Associates Investment Management, Inc. 0.01% Add +1.1% 448 $150K
SRH Advisors, LLC 0.04% Reduce -37.4% 436 $146K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +2322.2% 436 $146K
Investors Portfolio Services LLC 0.13% — 421 $141K
Nalls Sherbakoff Group, LLC 0.10% No change 412 $138K
Bay Harbor Wealth Management, LLC 0.04% No change 408 $137K
Finley Financial, LLC 0.06% No change 405 $136K
Wagner Wealth Management, LLC 0.03% Add +150.6% 401 $134K
Provident Wealth Management, LLC 0.04% No change 400 $134K
Nkcfo LLC 0.04% No change 400 $134K
Team Financial Group, LLC 0.06% No change 395 $133K
Wallace Hart LLC 0.09% No change 384 $129K
Inlight Wealth Management, LLC 0.05% Add +190.2% 383 $128K
Strategic Investment Solutions, Inc. 0.03% Add +8.0% 379 $127K
Investment Research & Advisory Group, Inc. 0.04% Add +2585.7% 376 $126K
Marquette Asset Management, LLC 0.02% No change 371 $124K
Mycio Wealth Partners, LLC 0.03% New 365 $122K
Fortis Group Advisors, LLC 0.02% Reduce -6.9% 362 $121K
Wellington Shields & Co., LLC 0.03% Reduce -16.3% 360 $121K
Activest Wealth Management 0.02% Reduce -4.1% 354 $119K
Ballast Advisors LLC 0.03% Add +12.3% 348 $117K
Rock Creek Group LLC 0.01% No change 348 $117K
Westend Capital Management, LLC 0.03% Add +56.8% 345 $116K
Canton Hathaway, LLC 0.02% No change 340 $114K
Hughes Financial Services, LLC 0.02% Add +8400.0% 340 $114K
FWL Investment Management, LLC 0.03% Add +120.9% 338 $113K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $107K
Godsey & Gibb, Inc. 0.01% Add +17.3% 319 $107K
SG Americas Securities, LLC 0.00% New 316 $106K
Pandora Wealth, Inc. 0.06% No change 314 $105K
Vision Financial Markets LLC 0.11% Add +94.4% 311 $104K
Garton & Associates Financial Advisors LLC 0.06% — 310 $104K
Stephens Consulting, LLC 0.03% Add +0.3% 306 $102K
Legacies Wealth LLC 0.06% No change 305 $102K
KERR FINANCIAL PLANNING Corp 0.14% Add +100.0% 306 $102K
Portfolio Resources Advisor Group, Inc. 0.10% — 303 $102K
Premier Financial Group 0.03% New 299 $101K
Ulland Investment Advisors, LLC 0.08% Reduce -5.4% 298 $100K
Resources Management Corp. /CT/ 0.01% No change 295 $99K
Financial Gravity Asset Management, Inc. 0.02% No change 293 $98K
Gladwyn Financial Advisors, Inc. 0.07% Reduce -11.1% 281 $94K
Truvestments Capital LLC 0.02% No change 280 $94K
Rogco, LP 0.03% No change 278 $93K
Hamilton Point Investment Advisors, LLC 0.01% Add +63.5% 273 $92K
Alexis Investment Partners, LLC 0.03% Reduce -13.6% 268 $90K
Whipplewood Advisors, LLC 0.06% No change 264 $89K
McGuire Capital Advisors Inc. 0.06% — 262 $88K
2UniFi Bank 0.04% No change 240 $80K
MV Capital Management, Inc. 0.01% No change 237 $79K
Arbor Wealth Management LLC\AZ 0.06% — 235 $79K
Flagship Wealth Advisors, LLC 0.02% No change 232 $78K
Tradewinds Capital Management, LLC 0.02% Reduce -21.7% 224 $75K
Advocate Investing Services LLC 0.07% — 217 $73K
Viewpoint Capital Management LLC 0.03% No change 213 $71K
Acumen Wealth Advisors, LLC 0.02% — 204 $68K
Mb, Levis & Associates, LLC 0.03% Add +1.0% 199 $67K
Mascoma Wealth Management LLC 0.01% No change 195 $65K
Noble Wealth Management PBC 0.03% No change 187 $63K
Pinney & Scofield, Inc. 0.04% Reduce -1.1% 187 $63K
3Chopt Investment Partners, LLC 0.01% No change 181 $61K
Blueline Advisors LLC 0.05% — 181 $61K
Merrithew & Thorsten Inc 0.06% — 170 $57K
Friedenthal Financial 0.03% No change 167 $56K
Duncker Streett & Co. Inc. 0.01% No change 164 $55K
Anfield Capital Management, LLC 0.02% Add +7.2% 163 $55K
New England Capital Financial Advisors LLC 0.02% Reduce -50.6% 160 $54K
POM Investment Strategies, LLC 0.02% Reduce -43.6% 141 $47K
Quantum Capital Management, LLC / NJ 0.01% No change 141 $47K
Urban Financial Advisory Corp 0.02% No change 131 $44K
Wilkerson Advisory Group LLC 0.02% — 130 $44K
Motco 0.00% Reduce -50.0% 126 $42K
HFM Investment Advisors, LLC 0.02% Reduce -6.3% 118 $39K
Stone House Investment Management, LLC 0.01% No change 116 $39K
Financial Management Professionals, Inc. 0.00% Reduce -96.6% 116 $39K
Hazlett, Burt & Watson, Inc. 0.01% Add +38.1% 116 $38K
Red Reef Advisors LLC 0.04% — 113 $38K
Valley Wealth Managers, Inc. 0.00% No change 110 $37K
1620 Investment Advisors, Inc. 0.02% No change 107 $36K
Torren Management, LLC 0.02% — 106 $36K
LM Advisors LLC 0.14% Reduce -66.5% 11,707 $35K
Raleigh Capital Management Inc. 0.01% No change 100 $34K
Mountain Hill Investment Partners Corp. 0.02% No change 100 $34K
Kozak & Associates, Inc. 0.01% No change 97 $33K
Basepoint Wealth LLC 0.02% New 96 $32K
Wealth Preservation Advisors, LLC 0.02% No change 96 $32K
Wealth Watch Advisors, INC 0.01% No change 95 $32K
Pursuit Wealth Strategies, LLC 0.04% — 93 $31K
Hilton Head Capital Partners, LLC 0.02% — 92 $31K
Investors Research Corp 0.01% No change 90 $30K
Motiv8 Investments LLC 0.02% New 89 $30K
Clark Wealth Partners 0.02% No change 89 $30K
MTM Investment Management, LLC 0.01% Reduce -5.4% 88 $30K
WPG Advisers, LLC 0.02% Add +13.3% 85 $28K
Bernard Wealth Management Corp. 0.01% No change 80 $27K
Bangor Savings Bank 0.00% No change 78 $26K
Tanglewood Legacy Advisors, LLC 0.01% No change 77 $26K
Hartford Financial Management Inc. 0.01% No change 76 $25K
Barnes Dennig Private Wealth Management LLC 0.03% Add +5.6% 75 $25K
Ramirez Asset Management, Inc. 0.00% No change 75 $25K
Broadwater Capital Management LLC 0.02% No change 72 $24K
Hoey Investments, Inc. 0.00% Add +20.3% 71 $24K
Eq Wealth Advisors, LLC 0.01% New 68 $23K
Jessup Wealth Management, Inc 0.01% New 66 $22K
JDM Financial Group LLC 0.01% No change 64 $21K
PFS Partners, LLC 0.01% Add +52.4% 64 $21K
Innovative Advisory Group, LLC 0.01% No change 63 $21K
Financial Network Wealth Advisors LLC 0.02% No change 61 $21K
Sfam, LLC 0.02% — 52 $17K
PayPay Securities Corp 0.46% Add +51.6% 47 $16K
Networth Advisors, LLC 0.01% — 47 $16K
Three Bearings Fiduciary Advisors, Inc. 0.01% — 44 $15K
McMillan Office, Inc. 0.00% — 43 $14K
RHL Group, LLC 0.01% — 42 $14K
Redmont Wealth Advisors LLC 0.02% No change 41 $14K
WestEnd Advisors, LLC 0.00% Add +2.5% 41 $14K
Bullock Wealth Management Group 0.01% — 40 $13K
Commonwealth Retirement Investments LLC 0.00% New 38 $13K
Camelot Portfolios, LLC 0.01% New 36 $12K
Chelsea Counsel Co. 0.01% No change 36 $12K
Minot DeBlois Advisors LLC 0.01% No change 36 $12K
Wiser Advisor Group LLC 0.01% No change 34 $11K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 35 $11K
Lloyd Advisory Services, LLC. 0.00% New 34 $11K
CKW Financial Group 0.00% New 31 $10K
Strategic Advocates LLC 0.00% No change 26 $9K
Essential Partners LLC 0.00% No change 25 $8K
Columbia Asset Management 0.00% New 25 $8K
Morris Financial Concepts, Inc. 0.00% Add +2300.0% 24 $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
Game Plan Financial Advisors, LLC 0.00% No change 17 $6K
Arcadia Investment Management Corp. 0.00% Reduce -91.3% 16 $5K
Nova Wealth Management, Inc. 0.00% New 16 $5K
Powell Investment Advisors, LLC 0.00% New 16 $5K
Exchange Traded Concepts, LLC 0.00% Reduce -72.9% 16 $5K
City State Bank 0.00% No change 13 $4K
Western Pacific Wealth Management, LP 0.00% No change 11 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% Reduce -93.0% 11 $4K
Proathlete Wealth Management LLC 0.00% Add +33.3% 8 $3K
Horizon Financial Services, LLC 0.00% No change 7 $2K
Pflug Koory, LLC 0.00% No change 5 $2K
Gould Capital, LLC 0.00% No change 5 $2K
Advanced Asset Management Advisors Inc 0.00% New 5 $2K
Essential Investment Partners LLC 0.00% — 4 $1K
Miller Global Investments, LLC 0.00% — 4 $1K
Holos Integrated Wealth LLC 0.00% New 2 $673
Godfrey Financial Associates, Inc. 0.00% — 535 $535
Kingdom Financial Group LLC. 0.00% New 1 $348
IMG Wealth Management, Inc. 0.00% New 1 $335
Carolina Wealth Advisors, LLC 0.00% No change 1 $335

"% 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.