VG Morningstar TS MKT ETF-USVTIETF

13F holders, Q2 2026 (June 30)
3,694holders +111
179new positions
62sold out
7famous investors
$363.81avg. 13F price*

At the end of Q2 2026, 3,694 institutions reported holding VG Morningstar TS MKT ETF-US (VTI) in their 13F filings, up 111 from Q1 2026. 179 opened new positions and 62 sold out. The largest holders were Rakuten Investment Management, Inc. ($18.2B), Vanguard Global Advisers, LLC ($14.4B) and Vanguard Advisers Inc. ($10.9B). 7 famous investors held it, including Cliff Asness (0.2% of AQR Capital Management's portfolio), Joel Greenblatt (0.2% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
VG Morningstar TS MKT ETF-US
Filed as
VANGUARD INDEX FDS (Q2 2026)
CUSIP
922908769
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,735Q1 2024Q2 2024: 2,780Q2 2024Q3 2024: 2,851Q3 2024Q4 2024: 3,177Q4 2024Q1 2025: 3,162Q1 2025Q2 2025: 3,226Q2 2025Q3 2025: 3,255Q3 2025Q4 2025: 3,587Q4 2025Q1 2026: 3,583Q1 2026Q2 2026: 3,694Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions179$1.1B
Exits62$60.4M

All 13F filers, Q1 2026 → Q2 2026: 22,293,157 shares bought and 208,861,314 shares sold, net −186,568,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,694 holders

Rakuten Investment Management, Inc. 52.68% Reduce -47.6% 49,708,819 $18.2B
Vanguard Global Advisers, LLC 6.70% Add +5.2% 38,839,412 $14.4B
Vanguard Advisers Inc. 37.00% Add +3.1% 29,389,176 $10.9B
Betterment LLC 14.99% Reduce -2.4% 23,945,511 $8.9B
Wealthfront Advisers LLC 13.01% Add +1.8% 18,297,773 $6.8B
Morgan Stanley 0.29% Add +3.7% 14,876,622 $5.5B
Bank of America Corp. 0.35% Add +1.8% 14,540,049 $5.4B
WealthNavi Inc. 37.20% Reduce -0.8% 12,831,750 $4.7B
LPL Financial LLC 0.86% Reduce -0.2% 10,308,028 $3.8B
Northern Trust Corp. 0.42% Reduce -0.4% 9,674,144 $3.6B
HB Wealth Management, LLC 17.34% Add +0.4% 8,759,071 $3.1B
Allworth Financial LP 10.84% Reduce -19.1% 6,883,739 $2.5B
Envestnet Asset Management Inc. 0.54% Add +1.7% 6,136,001 $2.3B
Creative Planning 1.31% Reduce -0.7% 6,075,603 $2.2B
Wells Fargo & Company 0.36% Reduce -1.7% 5,635,464 $2.1B
Narodna banka Slovenska 59.26% Reduce -0.9% 5,605,604 $2.1B
Ballentine Partners, LLC 24.67% Reduce -1.6% 5,455,709 $2.0B
Forvis Mazars Wealth Advisors, LLC 31.29% Add +1.3% 5,063,337 $1.9B
Savant Capital, LLC 5.46% Add +106.7% 5,369,114 $1.9B
JPMorgan Chase & Co. 0.10% Reduce -4.4% 4,496,972 $1.7B
UBS Group AG 0.26% Add +0.6% 4,455,900 $1.6B
Sequoia Financial Advisors, LLC 7.08% Add +1.1% 3,831,169 $1.4B
Nissay Asset Management Corp. /Japan 5.73% No change 3,663,005 $1.4B
Cetera Investment Advisers 1.18% Add +4.4% 3,511,558 $1.3B
Raymond James Financial Inc. 0.31% Add +5.3% 3,108,544 $1.2B
Goldman Sachs Group Inc. 0.11% Add +1.9% 2,959,929 $1.1B
Royal Bank of Canada 0.19% Add +1.1% 2,954,760 $1.1B
Osaic Holdings, Inc. 1.24% Add +8.2% 2,839,392 $1.1B
Focus Partners Wealth 1.03% Reduce -1.4% 2,708,987 $1.0B
National Mutual Insurance Federation of Agricultural Cooperatives 6.50% No change 2,686,800 $994.2M
SCS Capital Management LLC 8.98% Reduce -1.3% 2,568,469 $950.4M
Facet Wealth, Inc. 12.97% Add +9.6% 2,446,454 $905.3M
PNC Financial Services Group, Inc. 0.42% Reduce -0.9% 2,316,100 $857.0M
HighTower Advisors, LLC 0.80% Add +0.6% 2,250,580 $832.8M
Cerity Partners LLC 1.00% Add +21.8% 2,416,651 $828.0M
Cambridge Investment Research Advisors, Inc. 1.80% Add +1.9% 2,171,713 $803.6M
Brown Advisory Inc. 1.24% Reduce -2.3% 2,157,852 $798.5M
SBI Okasan Asset Management Co.Ltd. 25.63% Reduce -20.2% 2,123,450 $779.6M
US Bancorp \de 0.82% Reduce -3.9% 2,032,602 $752.1M
Ameriprise Financial Inc. 0.15% Add +3.7% 1,988,356 $735.4M
Commonwealth Equity Services, LLC 0.89% Reduce -2.5% 1,920,318 $710.6M
Corient Private Wealth LP 0.96% Reduce -3.6% 1,874,723 $693.7M
Mariner, LLC 0.70% Reduce -1.8% 1,822,272 $674.3M
State of New Jersey Common Pension Fund D 2.27% New 1,800,000 $666.1M
Bank of New York Mellon Corp 0.11% Add +2.5% 1,778,086 $658.0M
Summit Financial, LLC 7.11% Add +1.2% 1,752,517 $648.5M
Ritholtz Wealth Management 9.33% Add +7.3% 1,689,593 $625.2M
Cambridge Associates LLC /Ma/ 8.97% Reduce -2.1% 1,678,930 $621.3M
FMR LLC 0.03% Add +7.8% 1,601,947 $592.8M
Mercer Global Advisors Inc. 0.70% Reduce -25.7% 1,539,100 $569.5M
AQR Capital Management 0.20% Add +9.8% 1,527,733 $565.3M
State of Tennessee, Department of Treasury 1.67% Reduce -7.6% 1,514,680 $560.5M
Patriot Investment Management Group, Inc. 31.49% Add +0.1% 1,467,704 $543.1M
Foster Group, Inc. 13.91% Add +1.3% 1,414,063 $523.3M
Empower Advisory Group, LLC 1.22% Add +5.9% 1,378,311 $510.0M
Vanguard National Trust Co 27.28% Add +3.0% 1,352,828 $500.6M
Assetmark, Inc. 0.83% Add +25.9% 1,301,970 $481.8M
Wealthspire Advisors, LLC 2.65% Add +34.9% 1,299,198 $480.8M
Moss Adams Wealth Advisors LLC 30.00% Add +3.0% 1,297,507 $480.1M
Plancorp, LLC 10.78% Add +6.7% 1,194,717 $441.8M
BlackRock, Inc. 0.01% Add +10.0% 1,190,852 $440.7M
MAI Capital Management 1.67% Add +129.7% 1,183,594 $438.0M
Elm Partners Management LLC 15.49% Add +21.5% 1,166,423 $431.6M
Private Advisor Group, LLC 1.96% Reduce -1.7% 1,155,248 $427.5M
Quantinno Capital Management LP 0.51% Add +28.1% 1,152,531 $426.5M
Rockefeller Capital Management L.P. 0.65% Add +4.3% 1,150,345 $425.7M
Truepoint, Inc. 8.86% Reduce -2.6% 1,147,607 $424.7M
Vista Capital Partners, Inc. 36.89% Add +2.0% 1,140,030 $421.9M
West Virginia University Foundation, Inc 33.68% Reduce -45.0% 1,114,202 $412.3M
Jones Financial Companies LLLP 0.16% Add +44.4% 1,116,824 $404.9M
Sageworth Trust Co 15.88% Reduce -3.2% 1,089,282 $403.1M
Prime Capital Investment Advisors, LLC 3.82% Reduce -1.8% 1,064,003 $393.7M
Symetra Investment Management Co 34.18% Reduce -14.3% 1,056,900 $391.1M
Norinchukin Bank, The 3.76% Add +22.9% 1,045,000 $386.7M
Wealthcare Capital Management LLC 36.40% Reduce -4.5% 1,036,575 $383.6M
Ieq Capital, LLC 1.76% Reduce -15.2% 1,033,118 $382.3M
Beacon Pointe Advisors, LLC 1.70% Reduce -3.6% 989,592 $366.2M
Capstone Financial Advisors, Inc. 17.83% Add +2.0% 988,799 $365.9M
Bank of Montreal 0.13% Add +1.1% 980,579 $362.9M
Baird Financial Group, Inc. 0.49% Add +5.6% 954,429 $353.2M
Pathstone Holdings, LLC 1.00% Add +11.6% 929,387 $343.9M
Cresset Asset Management, LLC 1.22% Add +5.4% 907,143 $335.7M
Caprock Group, LLC 6.29% Reduce -0.5% 886,893 $328.1M
Gibson Capital, LLC 51.27% Reduce -0.8% 844,461 $312.5M
Captrust Financial Advisors 0.47% Add +2.7% 821,182 $303.9M
Northwestern Mutual Wealth Management Co. 0.16% Add +0.3% 820,003 $303.4M
Lincoln National Corp. 7.75% Reduce -1.0% 817,971 $302.7M
Vestmark Advisory Solutions, Inc. 2.80% Reduce -0.1% 806,052 $298.3M
Truist Financial Corp. 0.36% Reduce -0.9% 803,352 $297.3M
First Business Financial Services, Inc. 22.81% Reduce -0.3% 794,853 $294.1M
Laird Norton Wetherby Trust Company, LLC 5.58% Reduce -0.5% 785,489 $290.7M
Verus Financial Partners, Inc. 24.83% Add +1.3% 784,245 $290.2M
Hardy Reed LLC 18.58% Add +1.5% 782,023 $289.4M
Cabot-Wellington, LLC 75.21% Reduce -1.0% 771,402 $285.4M
Oxford Financial Group, LTD. LLC 14.30% Reduce -1.5% 762,716 $282.2M
N.E.W. Advisory Services LLC 18.78% Reduce -0.1% 758,657 $280.7M
Kestra Advisory Services, LLC 0.90% Add +2.1% 755,897 $279.7M
Stifel Financial Corp. 0.23% Add +1.6% 750,859 $277.9M
Apella Capital, LLC 3.88% Add +1.8% 743,141 $274.7M
Obermeyer Wealth Partners 10.96% Add +20.3% 723,980 $267.9M
Rebalance, LLC 13.64% Reduce -5.0% 703,210 $260.2M
Wealth Enhancement Advisory Services, LLC 0.43% Add +7.1% 727,165 $257.9M
Trilogy Capital Inc. 9.97% Add +1.3% 691,187 $255.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.87% Reduce -1.4% 685,831 $253.8M
Sei Investments Co. 0.22% Add +3.0% 681,516 $252.2M
Boston Standard Wealth Management, LLC 35.86% Reduce -0.1% 667,332 $247.2M
Stephens Inc. 2.73% Add +0.3% 659,346 $244.0M
Tanglewood Wealth Management, Inc. 20.35% Add +8.8% 646,444 $239.2M
Orion Porfolio Solutions, LLC 1.79% Add +0.2% 631,071 $233.5M
Cardinal Point Capital Management ULC 12.98% Add +1.2% 619,030 $229.1M
Focus Partners Advisor Solutions, LLC 1.93% Add +3.5% 616,844 $228.3M
Investure, LLC 13.93% Reduce -6.7% 602,613 $223.0M
Waverly Advisors, LLC 1.29% Add +79.2% 599,991 $222.0M
Rainwater Charitable Foundation 73.75% Add +51.5% 598,094 $221.3M
Constellation Investments, Inc. 6.83% No change 587,923 $217.6M
Agf Management Ltd. 0.85% Reduce -3.3% 587,282 $217.3M
Wedmont Private Capital 5.95% Add +22.4% 581,799 $216.8M
Sendero Wealth Management, LLC 21.42% Reduce -0.1% 581,408 $215.1M
SBI Securities Co., Ltd. 4.85% Reduce -0.8% 576,645 $213.4M
Allen Investment Management, LLC 2.49% Reduce -4.8% 565,944 $209.4M
Fifth Third Bancorp 0.34% Reduce -3.3% 558,463 $206.7M
Briaud Financial Planning Inc 54.14% Add +3.2% 556,358 $205.9M
Oakwell Private Wealth Management, LLC 33.77% Reduce -5.7% 550,435 $203.7M
Zhang Financial LLC 5.95% Reduce -2.4% 550,162 $203.6M
Chai Trust Co. LLC 13.86% Add +0.6% 544,714 $201.6M
Joel Isaacson & Co., LLC 5.73% Add +1.9% 534,699 $197.9M
Beacon Investment Advisory Services, Inc. 7.30% Reduce -1.0% 530,893 $196.5M
MML Investors Services, LLC 0.40% Add +16.1% 529,078 $195.8M
Blair William & Co. 0.51% Add +41.9% 528,525 $195.6M
Moneta Group Investment Advisors LLC 1.45% Reduce -0.2% 528,434 $195.5M
Compass Ion Advisors, LLC 16.47% Add +0.3% 516,287 $191.0M
Glenmede Trust Co. NA 0.84% Add +1.2% 515,480 $190.7M
Topsail Wealth Management, LLC 23.96% Reduce -0.1% 506,930 $187.6M
Envestnet Portfolio Solutions, Inc. 0.89% Add +1.7% 504,889 $186.8M
Mission Wealth Management, LP 2.32% Add +48.3% 502,084 $185.8M
AlTi Global, Inc. 3.78% Reduce -1.3% 494,367 $183.1M
CoreCap Advisors, LLC 5.25% Add +4.1% 481,241 $178.1M
Gallagher Fiduciary Advisors, LLC 5.86% Reduce -99.7% 481,191 $178.1M
Legacy Private Trust Co. 9.74% Reduce -3.3% 471,133 $174.3M
Diversified Portfolios, Inc. 12.42% Add +1.1% 462,767 $171.2M
Alps Advisors Inc. 0.80% Reduce -6.9% 462,607 $171.2M
Arax Advisory Partners 1.13% Add +142.6% 461,612 $170.8M
RW Investment Management LLC 14.97% Reduce -1.1% 460,902 $170.6M
Towneley Capital Management, Inc / DE 33.25% Reduce -1.2% 457,869 $169.4M
Roble, Belko & Company, Inc 18.10% Add +4.9% 452,490 $167.4M
Beacon Wealthcare LLC 53.31% Reduce -0.5% 449,575 $166.4M
Cardiff Park Advisors, LLC 12.75% Reduce -7.3% 443,581 $164.1M
Lido Advisors, LLC 0.58% Reduce -3.0% 437,760 $162.0M
Sage Mountain Advisors LLC 9.84% Add +3.4% 432,445 $160.0M
Gleason Group, Inc. 13.95% Add +0.4% 431,824 $159.8M
CIBC Bancorp USA Inc. 0.20% Add +7.5% 430,729 $159.6M
Turim 21 Investimentos Ltda. 25.48% Add +3.4% 209,279 $156.3M
NewEdge Advisors, LLC 0.46% Add +10.2% 420,754 $155.7M
D'Orazio & Associates, Inc. 17.89% Add +0.9% 417,676 $154.6M
Golden Reserve Retirement LLC 23.92% Add +3.3% 410,464 $151.9M
D.A. Davidson & Co. 0.84% Add +0.3% 408,802 $151.3M
Wealthcare Advisory Partners LLC 2.80% Reduce -3.1% 398,442 $147.4M
Equitable Holdings, Inc. 0.88% Add +0.9% 396,816 $146.8M
HUB Investment Partners, LLC 2.70% Add +10.1% 396,671 $146.8M
Astoria Strategic Wealth, Inc. 33.11% Add +0.2% 391,737 $145.0M
Citigroup Inc. 0.07% Add +3.6% 387,389 $143.3M
Avalon Advisory Group 52.66% Reduce -0.7% 385,356 $142.6M
BIP Wealth, LLC 4.00% Add +13.8% 380,548 $140.8M
NewSquare Capital LLC 10.43% Add +4.0% 379,249 $140.3M
Pinnacle Associates Ltd. 1.53% Add +2.7% 378,423 $140.0M
Commerce Bank 0.60% Add +29.9% 370,029 $136.9M
VestGen Advisors, LLC 4.02% Reduce -45.3% 369,801 $136.8M
Revolve Wealth Partners, LLC 13.93% Add +1.7% 361,842 $133.9M
Seaside Wealth Management, Inc. 32.99% Add +1.5% 360,681 $133.5M
Clearstead Advisors, LLC 1.24% Reduce -34.6% 354,872 $131.3M
Financial Engines Advisors L.L.C. 0.23% Reduce -2.3% 352,010 $130.3M
Modern Wealth Management, LLC 1.54% Add +17.4% 349,601 $129.4M
Heck Capital Advisors, LLC 7.72% Reduce -0.3% 349,207 $129.2M
Stuart Investment Advisors, Inc. 51.46% Add +2.3% 345,764 $127.9M
Lhm, Inc. 42.84% Add +0.7% 339,336 $125.6M
GeoWealth Management, LLC 3.94% Add +0.2% 338,170 $125.1M
Bell Bank 4.77% Reduce -1.0% 338,086 $125.1M
Busey Bank 3.02% Add +0.3% 336,136 $124.4M
Stash Investments, LLC 39.82% Add +3.9% 333,819 $123.5M
Landaas & Co. /Wi 22.46% Reduce -0.6% 333,669 $123.5M
Neuberger Berman Group LLC 0.08% Add +1668.7% 326,788 $120.9M
Segment Wealth Management, LLC 6.27% Add +1.9% 326,748 $120.9M
Kinsale Capital Group, Inc. 16.01% No change 326,312 $120.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -4.4% 324,521 $120.1M
First National Bank & Trust Co. of Newtown 24.36% Reduce -6.4% 325,363 $119.8M
HRT Financial LP 0.22% Reduce -6.7% 323,560 $119.7M
Alliancebernstein L.P. 0.04% Add +4.8% 366,069 $117.4M
Global Endowment Management, LP 11.90% Reduce -5.1% 317,307 $117.4M
Omnia Family Wealth, LLC 31.32% Reduce -2.4% 315,802 $116.9M
SAM Advisors, LLC 31.88% Add +1.8% 315,641 $116.8M
Regions Financial Corp. 0.69% Reduce -2.1% 314,243 $116.3M
Prospera Capital Management, LLC 36.27% Add +28.5% 311,472 $116.0M
Yarbrough Capital, LLC 3.44% No change 310,912 $115.0M
Composition Wealth, LLC 1.34% Add +0.9% 307,840 $113.9M
CENTRAL TRUST Co 2.06% Reduce -1.9% 307,189 $113.7M
Cliffwater LLC 28.29% Reduce -4.5% 307,085 $113.6M
Mather Group, Llc. 0.99% Reduce -2.0% 306,490 $113.4M
Bank of Hawaii 5.56% Reduce -4.2% 304,458 $112.7M
&partners 0.46% Add +16.4% 300,858 $111.3M
EP Wealth Advisors, LLC 0.42% Add +12.5% 298,954 $110.6M
Fund Evaluation Group, LLC 2.96% Add +0.1% 296,485 $109.7M
Luminvest Wealth Management LLC 25.41% Add +3.1% 296,405 $109.4M
Brighton Jones LLC 2.03% Add +1.5% 295,175 $109.2M
Bessemer Group Inc. 0.15% Add +0.3% 291,592 $107.9M
Merit Financial Group, LLC 0.67% Add +5.3% 290,722 $107.6M
Concurrent Investment Advisors, LLC 0.92% Add +65.4% 290,150 $107.4M
Victory Capital Management Inc. 0.06% Reduce -19.7% 287,863 $106.5M
Cherrydale Wealth Management, LLC 27.75% Add +2.5% 286,619 $106.1M
Zions Bancorporation, National Association 6.31% Reduce -9.2% 284,920 $105.4M
AMG National Trust Bank 2.16% Reduce -2.5% 283,126 $104.8M
First National Bank of Omaha 2.92% Reduce -1.1% 281,754 $103.5M
Janney Montgomery Scott LLC 0.20% Add +20.1% 277,167 $102.6M
GP Brinson Investments LLC 41.67% No change 275,843 $102.1M
AEGON USA Investment Management, LLC 88.37% Reduce -1.8% 274,915 $101.7M
GSG Advisors LLC 22.39% Add +0.6% 274,889 $101.7M
Basecamp Wealth Advisors LLC 18.65% Reduce -1.6% 270,908 $100.2M
SYM FINANCIAL Corp 8.02% Reduce -2.6% 269,521 $99.7M
Sunesis Advisors, LLC 40.27% Reduce -1.3% 263,225 $97.4M
Circle Wealth Management, LLC 1.21% Add +0.6% 260,552 $96.4M
Becker Capital Management Inc. 2.59% Reduce -5.4% 260,219 $96.3M
AllGen Financial Advisors, Inc. 20.92% Reduce -6.0% 258,950 $95.8M
Bridgewater Advisors Inc. 5.21% Add +6.8% 255,661 $95.6M
Baker Avenue Asset Management, LP 1.81% Reduce -0.9% 257,670 $95.3M
Garde Capital, Inc. 4.26% Reduce -0.5% 257,161 $95.2M
TD Capital Management LLC 7.70% Reduce -1.2% 254,520 $94.2M
LaSalle St. Investment Advisors, LLC 11.42% Add +0.1% 252,521 $93.4M
Shade Tree Advisors LLC 54.36% Reduce -0.9% 252,227 $93.3M
Operose Advisors LLC 17.61% Reduce -0.1% 246,202 $91.1M
Regent Peak Wealth Advisors LLC 16.87% Add +0.7% 246,181 $91.1M
Pinnacle Financial Partners, Inc. 0.62% Reduce -12.4% 246,024 $91.0M
Independence Asset Advisors, LLC 23.62% Add +397.2% 245,018 $90.7M
Ellevest, Inc. 10.63% Add +174.9% 643,347 $90.1M
Northstar Group, Inc. 11.97% Add +1.2% 242,961 $89.9M
Hassell Wealth Management, LLC 27.55% Add +2.2% 243,871 $89.8M
Atria Investments, Inc 0.90% Add +44.5% 242,650 $89.8M
Raffa Wealth Management, LLC 11.25% Add +37.3% 241,262 $89.3M
Haverford Trust Co 0.76% Reduce -1.5% 239,434 $88.6M
Affiance Financial, LLC 12.64% Add +4.2% 237,334 $87.8M
Stratos Wealth Partners, LTD. 0.86% Add +2.2% 230,371 $85.2M
GuidedMoney, LLC 39.14% Reduce -2.3% 228,524 $84.6M
Nadler Financial Group, Inc. 7.17% Reduce -0.4% 228,450 $84.5M
Wilmington Savings Fund Society, FSB 1.88% Reduce -1.6% 228,134 $84.4M
Tidal Investments LLC 0.20% Reduce -0.7% 227,412 $84.2M
Nicholas Hoffman & Company, LLC. 1.77% Reduce -0.0% 226,308 $83.7M
OneDigital Investment Advisors LLC 0.70% Add +14.8% 224,961 $83.2M
Abacus Planning Group, Inc. 10.22% Add +1.1% 223,439 $82.7M
Advisory Services Network, LLC 0.93% Add +2.2% 221,264 $81.9M
Twin Focus Capital Partners, LLC 8.32% Add +2.7% 220,854 $81.7M
Libra Wealth LLC 20.88% Add +0.7% 220,794 $81.7M
Steward Partners Investment Advisory, LLC 0.42% Add +3.3% 220,768 $81.7M
Baker Ellis Asset Management LLC 8.37% Reduce -1.8% 218,064 $80.7M
Hirtle & Co., LLC 2.80% Add +0.6% 216,487 $80.1M
Park Avenue Securities LLC 0.50% Add +0.4% 214,927 $79.5M
ETF Portfolio Partners, Inc. 18.65% Reduce -0.9% 211,886 $78.4M
WBH Advisory Inc. 5.24% Reduce -1.5% 210,936 $78.1M
Obsido Oy 41.69% Add +1.7% 210,709 $78.0M
Choreo, LLC 0.85% Add +0.3% 210,467 $77.9M
Asset Allocation & Management Company, LLC 25.38% Reduce -0.5% 209,161 $77.4M
Howe & Rusling Inc. 4.47% Add +8.1% 208,470 $77.1M
First Bank & Trust 11.34% Reduce -1.9% 208,332 $77.1M
Evensky & Katz LLC 3.97% Reduce -3.6% 207,968 $77.0M
Tanager Wealth Management LLP 6.65% Reduce -0.2% 206,445 $76.4M
REAP Financial Group, LLC 12.77% Add +12.7% 202,074 $74.8M
Sanctuary Advisors, LLC 0.35% Add +65.5% 201,909 $74.7M
Nuveen, LLC 0.02% Add +9.7% 201,578 $74.6M
Cedar Wealth Management, LLC 19.09% Reduce -0.2% 200,645 $74.2M
Arlington Trust Co LLC 6.13% Add +1.1% 195,998 $72.5M
Bailard, Inc. 1.47% Reduce -1.8% 195,704 $72.4M
Unconventional Investor, LLC 29.88% Reduce -6.1% 195,196 $72.2M
Winthrop Advisory Group LLC 4.84% Add +2.2% 194,227 $71.9M
Manske Wealth Management 17.55% Add +2.9% 190,946 $70.7M
Gotham Asset Management 0.16% Reduce -8.1% 190,878 $70.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.93% Add +9.1% 190,730 $70.6M
Smith, Moore & Co. 4.57% Add +0.4% 189,875 $70.3M
SWF LLC 4.68% New 188,907 $69.9M
Vise Technologies, Inc. 0.79% Add +46.6% 188,858 $69.9M
Choate Investment Advisors 1.22% Add +10.2% 187,376 $69.3M
Pinnacle Wealth Management Advisory Group, LLC 4.11% Add +1.6% 186,460 $69.0M
North Star Asset Management Inc. 2.71% Reduce -0.1% 186,279 $68.9M
Level Wealth Management LLC 27.60% Add +9.3% 186,228 $68.9M
Integrated Wealth Concepts LLC 0.45% Add +0.0% 185,669 $68.7M
Hanover Advisors Inc. 24.36% Reduce -0.8% 182,764 $67.6M
Procyon Advisors, LLC 2.90% Reduce -0.3% 181,555 $67.2M
Magnolia Wealth Management, LLC 35.11% Add +1.5% 181,284 $67.1M
Allegiance Financial Group Advisory Services LLC 11.54% Add +10.0% 180,147 $66.7M
Kearns & Associates LLC 30.48% Add +1.6% 176,416 $65.3M
Main Street Financial Solutions, LLC 4.17% Reduce -7.5% 175,649 $65.0M
Everhart Financial Group, Inc. 4.14% Reduce -2.9% 174,721 $64.7M
Rwa Wealth Partners, LLC 0.62% Add +4.1% 174,641 $64.6M
BostonPremier Wealth LLC 27.42% Add +2.8% 174,496 $64.6M
Independent Order of Foresters 62.64% Reduce -18.7% 173,815 $64.3M
Wrenne Financial Planning LLC 21.65% Add +2.4% 173,215 $64.1M
Greenline Partners, LLC 6.52% Reduce -0.4% 173,125 $64.1M
Modera Wealth Management, LLC 0.68% Add +1.0% 173,056 $64.0M
Battery Global Advisors, LLC 31.61% Reduce -2.8% 170,698 $63.2M
Quaker Wealth Management, LLC 18.25% Add +0.6% 169,447 $62.7M
Principal Securities, Inc. 0.75% Reduce -1.0% 168,597 $62.4M
Wellspring Financial Advisors, LLC 4.10% Reduce -0.1% 6,157,836 $62.2M
Proffitt & Goodson Inc. 8.52% Reduce -3.6% 167,205 $61.9M
Total Investment Management Inc. 6.50% Add +1.0% 167,556 $61.7M
Tumwater Wealth Management, LLC 22.22% Add +1.0% 166,053 $61.4M
Taiyo Life Insurance Co. 5.61% No change 166,000 $61.4M
Evanson Financial, LLC 2.99% — 165,335 $61.2M
Farther Finance Advisors, LLC 0.48% Reduce -26.1% 164,469 $60.9M
Harbour Investments, Inc. 0.81% Add +1.1% 162,611 $60.2M
NewEdge Wealth, LLC 0.60% Add +3.2% 160,346 $59.3M
Smith & Howard Wealth Management, LLC 12.11% Reduce -0.4% 159,097 $58.9M
Bartlett & Co. Wealth Management LLC 0.74% Reduce -0.7% 159,072 $58.9M
Opus Investment Management Inc. 32.08% No change 158,711 $58.7M
Brookwood Investment Group LLC 6.74% Add +1.4% 156,904 $58.1M
Flputnam Investment Management Co. 0.68% Reduce -2.2% 154,859 $57.3M
Equita Financial Network, Inc. 15.87% Add +2.5% 154,472 $57.2M
Family CFO Inc 21.94% Reduce -0.2% 154,081 $57.0M
Invst, LLC 5.55% Reduce -4.6% 153,853 $56.9M
Principal Financial Group Inc. 0.03% Add +4.4% 153,473 $56.8M
Johnson Financial Group, LLC 3.06% Reduce -0.5% 153,392 $56.8M
Bleakley Financial Group, LLC 0.72% Add +27.0% 152,931 $56.6M
Ashford Advisors, LLC 11.65% Reduce -3.0% 152,610 $56.5M
WealthPlan Investment Management, LLC 2.80% Reduce -2.6% 152,268 $56.3M
Parallel Advisors, LLC 0.86% Reduce -1.1% 152,201 $56.3M
Altus Wealth Management, LLC 21.57% Add +0.7% 151,443 $56.0M
MorganRosel Wealth Management, LLC 18.87% Add +1.1% 151,049 $55.9M
Wood Tarver Financial Group, LLC 13.18% Add +3.2% 150,917 $55.8M
Arkadios Wealth Advisors 0.85% Reduce -4.5% 150,267 $55.6M
Aberdeen Wealth Management LLC 26.55% Reduce -2.3% 149,495 $55.3M
Pennington Partners & Co., LLC 17.66% Reduce -19.3% 148,980 $55.1M
Robertson Stephens Wealth Management, LLC 1.35% Add +4.7% 147,726 $54.7M
Seeds Investor LLC 5.60% Add +4.7% 147,295 $54.5M
Pure Financial Advisors, LLC 0.70% Add +0.9% 146,944 $54.4M
Baron Silver Stevens Financial Advisors, LLC 6.84% Reduce -0.8% 145,696 $53.9M
Franklin Resources Inc. 0.01% Add +7.7% 145,657 $53.9M
Independent Financial Group, LLC 1.01% Add +4.3% 145,608 $53.9M
JMG Financial Group, Ltd. 1.30% Reduce -3.2% 145,598 $53.9M
Optas, LLC 7.48% Add +3.4% 144,214 $53.4M
Morningstar Investment Management LLC 3.27% No change 165,190 $53.0M
Wick Capital Partners, LLC 7.96% Add +9.4% 147,295 $52.8M
National Philanthropic Trust 0.76% Reduce -1.3% 142,520 $52.7M
jvl associates llc 14.96% Reduce -0.8% 142,495 $52.7M
J.W. Cole Advisors, Inc. 0.90% New 142,428 $52.7M
Brooklyn FI, LLC 9.67% Add +4.0% 142,919 $52.7M
North Star Investment Management Corp. 2.86% Reduce -1.3% 142,204 $52.6M
Rosenberg Matthew Hamilton 9.66% Reduce -1.0% 140,063 $51.8M
Gibson Wealth Advisors LLC 32.26% Reduce -0.5% 139,687 $51.7M
Red Wave Investments LLC 13.04% Add +3.0% 138,620 $51.3M
Diversified Trust Co. 0.82% Reduce -14.7% 138,287 $51.2M
Chicago Partners Investment Group LLC 1.02% Add +9.6% 140,126 $51.1M
Briggs Wealth Management, Inc 46.36% Reduce -1.1% 137,237 $50.8M
Two Sigma Investments, LP 0.04% Reduce -75.4% 136,039 $50.3M
First Western Trust Bank 2.45% Add +0.4% 135,734 $50.2M
IFG Advisory, LLC 1.76% Add +467903.5% 135,721 $50.2M
Nisa Investment Advisors, LLC 0.16% Add +0.1% 135,614 $50.2M
White Wing Wealth Management 26.09% Add +0.8% 135,161 $50.0M
AlphaCore Capital LLC 0.92% Add +25.0% 135,148 $50.0M
Tennessee Valley Asset Management Partners 5.50% Reduce -0.5% 134,818 $49.9M
Cypress Capital, LLC 13.53% Reduce -2.7% 134,808 $49.9M
Michael & Susan Dell Foundation 1.31% No change 134,575 $49.8M
Valmark Advisers, Inc. 0.53% Add +1.1% 134,361 $49.7M
Balentine LLC 1.77% Add +1.0% 134,282 $49.7M
Proficio Capital Partners LLC 1.78% Add +45.8% 134,037 $49.6M
CGN Advisors LLC 3.60% Add +3.8% 133,385 $49.4M
Navigation Group, LLC 9.55% Reduce -0.4% 132,663 $49.1M
Gross & Hartman Investments LLC 21.65% Add +0.2% 132,463 $49.0M
Cerity Partners Retirement Plan Advisors LLC 20.45% Reduce -9.2% 133,330 $48.9M
Linscomb Wealth, Inc. 2.11% Reduce -6.4% 131,648 $48.7M
Flagship Harbor Advisors, LLC 1.86% Reduce -0.8% 131,409 $48.6M
Morling Financial Advisors, LLC 13.54% Add +1.8% 131,326 $48.6M
Capitol Family Office, Inc. 51.15% Add +1.9% 130,889 $48.4M
New England Private Wealth Advisors LLC 4.67% Add +1.4% 132,573 $48.4M
Pacific Center for Financial Services 10.76% Add +0.3% 130,284 $48.2M
Mallini Complete Financial Planning LLC 38.07% Reduce -3.0% 129,847 $48.0M
Cary Street Partners Financial LLC 1.05% Add +1.6% 129,334 $47.9M
Bfsg, LLC 4.25% Add +2.3% 129,234 $47.8M
Beacon Capital Management, LLC 6.96% Reduce -15.2% 128,327 $47.5M
BWM Planning, LLC 10.99% Add +5.5% 128,127 $47.4M
Guardsman Private Capital Management, Inc. 33.21% Reduce -0.4% 128,055 $47.4M
First PREMIER Bank 7.54% Add +16.3% 126,010 $46.6M
United Capital Financial Advisors, LLC 0.26% Add +1.3% 125,678 $46.5M
Leonard Rickey Investment Advisors P.L.L.C. 7.30% Add +34.6% 125,610 $46.5M
Prentice Wealth Management LLC 9.57% Add +1.9% 125,259 $46.4M
VERITY Wealth Advisors 27.81% Reduce -1.5% 124,452 $46.1M
Liberty Capital Management, Inc. 7.88% — 123,891 $45.8M
Ameritas Advisory Services, LLC 0.93% Add +120.3% 123,780 $45.8M
Coldstream Capital Management Inc. 0.58% Reduce -17.7% 123,510 $45.7M
PFG Advisors 2.30% Reduce -18.0% 123,326 $45.6M
O'shaughnessy Asset Management, LLC 0.21% Add +4.0% 123,311 $45.6M
Cozad Asset Management Inc. 2.95% Reduce -0.8% 123,213 $45.6M
Root Financial Partners, LLC 1.76% Add +2.5% 122,124 $45.2M
Penney Financial, LLC 15.79% Reduce -5.0% 122,064 $45.2M
Keystone Financial Group 2.68% Add +0.6% 122,055 $45.2M
One Degree Advisors Inc 9.96% Add +6.3% 120,821 $44.6M
Fifth Third Securities, Inc. 2.54% Reduce -0.8% 120,337 $44.5M
Manuka Financial, LLC 23.10% Add +4.9% 120,269 $44.5M
Tide Cove Capital Partners LLC 28.79% Add +0.4% 116,862 $44.5M
Sterling Wealth Management, Inc. 11.01% Reduce -0.9% 119,686 $44.3M
Foundations Investment Advisors, LLC 0.45% Add +18.5% 118,816 $44.0M
Annex Advisory Services, LLC 0.75% Reduce -1.3% 118,403 $43.8M
Prudent Man Advisors, LLC 9.93% Reduce -6.0% 117,125 $43.3M
Annis Gardner Whiting Capital Advisors, LLC 6.46% Reduce -0.0% 116,320 $43.0M
Lexington Hill Partners, LLC 20.86% Add +31.8% 116,265 $43.0M
Sentinel Trust Co. Lba 3.80% Add +14.4% 115,924 $42.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 4.71% Add +0.6% 114,793 $42.5M
Roundview Capital LLC 2.32% Add +5.0% 114,717 $42.5M
Connecticut Wealth Management, LLC 1.57% Reduce -0.3% 114,517 $42.4M
Kings Path Partners LLC 11.22% Add +21.2% 114,004 $42.2M
Foundation Wealth Management, LLC\PA 12.71% Add +6.5% 113,838 $42.1M
BCM Advisors, LLC 8.18% Add +0.1% 115,200 $42.0M
OLIO Financial Planning 10.36% Reduce -3.3% 112,899 $41.8M
Breakwater Investment Management 14.21% Reduce -4.0% 112,814 $41.7M
FSM Wealth Advisors, LLC 4.42% Add +7.3% 111,306 $41.2M
Integris Wealth Management, LLC 8.30% Add +0.8% 111,124 $41.1M
XY Planning Network, Inc. 5.16% Add +5.2% 111,109 $41.1M
Stone Loft Wealth Management LLC 23.32% Add +4.5% 110,105 $41.0M
Telos Capital Management, Inc. 3.59% Reduce -9.3% 109,957 $40.7M
Gryphon Financial Partners LLC 3.65% Add +0.4% 109,675 $40.6M
CWA Asset Management Group, LLC 1.24% Add +6.8% 109,459 $40.5M
Clark Asset Management, LLC 3.17% Add +2.3% 109,284 $40.4M
Perigon Wealth Management, LLC 0.64% Reduce -1.3% 108,707 $40.2M
Scissortail Wealth Management, LLC 7.74% Add +0.0% 108,661 $40.2M
Mayport, LLC 6.23% Add +15.0% 108,519 $40.2M
Smithfield Trust Co 1.59% Reduce -0.2% 107,832 $39.9M
Compass Financial Group, INC 4.57% Add +3.6% 107,616 $39.8M
My Personal CFO, LLC 15.49% Reduce -1.1% 107,227 $39.7M
Keybank National Association 0.13% Add +12.0% 107,062 $39.6M
Midwest Trust Co 0.44% Add +1.1% 104,681 $38.7M
SVRN Asset Management, LLC 19.84% Add +61.6% 104,299 $38.6M
Weinberger Asset Management, Inc 12.37% Add +0.2% 104,758 $38.6M
Barrett & Company, Inc. 10.75% Add +7.0% 103,784 $38.4M
Aspiriant, LLC 0.94% Add +9.6% 103,363 $38.3M
Jacobi Capital Management LLC 1.87% Add +0.8% 103,205 $38.2M
KCM Investment Advisors LLC 1.14% Reduce -1.3% 102,977 $38.1M
Axxcess Wealth Management, LLC 0.60% Add +0.8% 102,623 $38.0M
Allspring Global Investments Holdings, LLC 0.06% Add +2.9% 102,645 $37.9M
Altiora Financial Group, LLC 5.95% Add +13.3% 101,977 $37.7M
Manning & Napier Advisors LLC 0.48% Add +15.4% 101,787 $37.7M
Burns J W & Co. Inc. 3.91% Add +4.5% 101,396 $37.5M
Summit Trail Advisors, LLC 0.47% Add +13.7% 100,353 $37.1M
Clarity Wealth Advisors, LLC 6.54% Reduce -0.5% 100,173 $37.1M
Global Retirement Partners, LLC 0.57% — 100,084 $37.0M
Chandler Asset Management, Inc. 5.16% Reduce -4.7% 98,950 $36.6M
Washburn Capital Management, Inc. 17.96% Reduce -1.6% 98,571 $36.5M
Beacon Financial Strategies CORP 18.12% Add +1.6% 98,471 $36.4M
Natixis Advisors, LLC 0.04% Add +13.7% 98,330 $36.4M
GenTrust, LLC 1.39% Reduce -5.3% 97,825 $36.2M
Ashford Capital Management Inc. 3.85% Add +1.5% 97,062 $35.9M
Blankinship & Foster, LLC 7.25% Reduce -1.1% 97,034 $35.9M
Woodmont Investment Counsel LLC 1.94% Add +1.6% 96,017 $35.5M
David Kennon Inc 11.73% Reduce -3.6% 95,930 $35.5M
Capital Advisors, Ltd. LLC 3.58% Add +2.3% 95,918 $35.5M
Safe Harbor Family Capital, LLC 23.61% Reduce -0.4% 95,475 $35.3M
Sax Wealth Advisors, LLC 1.43% Add +210.3% 109,535 $35.1M
Frank, Rimerman Advisors LLC 1.98% Reduce -2.1% 94,520 $35.0M
HBK Sorce Advisory LLC 0.68% Reduce -0.1% 91,793 $34.8M
Renaissance Technologies 0.05% New 93,880 $34.7M
Clear Harbor Asset Management, LLC 2.16% Add +2.0% 93,371 $34.6M
Satovsky Asset Management LLC 5.50% Add +4.6% 93,215 $34.5M
Savvy Advisors, Inc. 0.73% Add +7.2% 92,755 $34.3M
National Bank of Canada 0.03% Add +26.9% 92,680 $34.3M
Peak Financial Management, Inc. 7.80% Reduce -0.8% 91,750 $34.0M
EverSource Wealth Advisors, LLC 1.13% Reduce -25.3% 90,866 $33.6M
KOM Wealth Management Group, LLC 20.17% Add +0.0% 90,206 $33.4M
Mutual Advisors, LLC 0.63% Add +2.5% 89,671 $33.2M
Advyzon Investment Management, LLC 2.38% Reduce -14.9% 88,706 $32.8M
Bricktown Capital, LLC 5.91% Add +28.3% 88,400 $32.7M
World Investment Advisors 0.54% Reduce -3.0% 97,232 $32.6M
Great Diamond Partners, LLC 5.60% Add +2.0% 87,989 $32.6M
Crescent Grove Advisors, LLC 2.75% Add +0.2% 87,864 $32.5M
B&D White Capital Company, LLC 3.23% Reduce -12.7% 87,825 $32.5M
Burrus Financial Services, Inc. 14.04% Reduce -2.2% 87,378 $32.3M
Continuum Advisory, LLC 2.61% Add +3.1% 87,096 $32.2M
Retirement Capital Strategies 11.16% Reduce -0.8% 86,877 $32.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.47% Add +11.8% 86,300 $31.9M
Horizon Wealth Management, LLC 4.04% Reduce -0.1% 85,605 $31.7M
Discipline Wealth Solutions, LLC 2.76% Add +27.1% 85,474 $31.6M
Principle Wealth Partners LLC 1.56% Add +0.4% 85,269 $31.6M
MRWM Advisors, LLC 12.95% Add +1.7% 85,151 $31.5M
Cordant, Inc. 11.32% Add +2.8% 84,909 $31.4M
Trellis Wealth Advisors LLC 10.75% Reduce -0.1% 84,658 $31.3M
Ogorek Anthony Joseph /NY/ 7.78% Add +0.1% 84,645 $31.3M
Amicus Financial Advisors, LLC 7.69% Reduce -2.1% 84,581 $31.3M
Cooke Wealth Management, LLC 25.47% Reduce -2.1% 84,052 $31.1M
Prospera Financial Services Inc 0.45% Add +5.0% 83,642 $31.0M
Sharp Wealth Advisory, LLC 14.23% Add +2804.7% 83,017 $30.7M
Precedent Wealth Partners, LLC 5.09% Add +1.9% 82,664 $30.6M
Great Valley Advisor Group, Inc. 0.48% Reduce -1.4% 82,483 $30.5M
AdvisorNet Financial, Inc 1.39% Add +1.3% 82,386 $30.5M
Venture Visionary Partners LLC 0.85% Add +0.7% 82,317 $30.5M
Latigo Investments, LLC 13.33% No change 80,845 $29.9M
Washington Capital Management, Inc. 19.76% Reduce -6.6% 80,749 $29.9M
Freestone Capital Holdings, LLC 0.78% Add +17.4% 80,736 $29.9M
Firestone Capital Management 5.56% Add +3.3% 80,624 $29.8M
LJI Wealth Management, LLC 4.17% Reduce -3.3% 80,375 $29.7M
Gordian Advisors LLC 17.48% Add +3.8% 80,337 $29.7M
Apollon Wealth Management, LLC 0.36% Add +13.2% 79,744 $29.5M
Pine Ridge Advisers LLC 1.81% Reduce -0.3% 79,214 $29.3M
Mesirow Financial Investment Management, Inc. 0.46% Add +2.9% 79,090 $29.3M
Vernal Point Advisors, LLC 9.78% Add +1.8% 78,259 $29.0M
NorthRock Partners, LLC 0.42% Reduce -3.8% 77,998 $28.9M
Benchmark Financial Wealth Advisors, LLC 7.12% Reduce -2.6% 77,929 $28.8M
Caliber Wealth Management, LLC / KS 2.78% Reduce -2.5% 77,814 $28.8M
Compound Planning, Inc. 0.75% Add +0.7% 77,507 $28.7M
Kestra Private Wealth Services, LLC 0.31% Add +8.5% 77,169 $28.6M
Financial Architects, LLC 13.69% Reduce -1.2% 77,158 $28.6M
Brookstone Capital Management 0.28% Reduce -17.4% 76,368 $28.3M
Northwest Wealth Management, LLC 3.73% Reduce -4.0% 76,318 $28.2M
NORTHSTAR ASSET MANAGEMENT Co 5.31% Add +0.5% 77,290 $28.2M
Lodestar Private Asset Management LLC 2.42% Add +3.9% 75,753 $28.0M
Potomac Fund Management Inc. 0.71% New 75,720 $28.0M
Magnolia Capital Advisors LLC 4.80% Add +19.7% 75,624 $28.0M
Sound Portfolio Advisors, LLC 19.86% Add +4.2% 75,620 $28.0M
Sapient Capital LLC 0.37% Reduce -2.5% 75,618 $28.0M
Mullooly Asset Management, Inc. 8.60% Add +1.9% 75,484 $27.9M
Dakota Wealth Management 0.53% Add +2.4% 75,191 $27.8M
Aspect Partners, LLC 10.35% Reduce -4.0% 74,989 $27.7M
Bucket List Wealth Management, LLC 13.66% Add +7.3% 74,953 $27.7M
Wellington Management Group LLP 0.00% Reduce -19.9% 74,911 $27.7M
Shotwell Rutter Baer Inc 15.21% Reduce -1.1% 74,857 $27.7M
Pacific Park Financial, Inc. 16.07% Reduce -15.0% 74,797 $27.7M
Cresta Advisors, Ltd. 9.93% Add +5.5% 74,775 $27.7M
Define Financial, LLC 12.70% Add +3.2% 74,719 $27.6M
Carter Financial, LLC 20.73% Reduce -2.9% 74,694 $27.6M
Sageworth Trust Co of South Dakota 17.05% Add +11.9% 74,680 $27.6M
Clarity Wealth Development LLC 15.27% Reduce -1.5% 74,351 $27.5M
Geneos Wealth Management Inc. 0.56% Add +3.0% 74,214 $27.5M
M&T Bank Corp 0.08% Reduce -34.3% 73,837 $27.3M
Simon Quick Advisors, LLC 1.10% Reduce -1.3% 73,303 $27.1M
Cannon Financial Strategists, Inc. 3.01% Add +1.6% 71,573 $26.5M
IMC-Chicago, LLC 0.24% Add +212.5% 71,328 $26.4M
Cascade Investment Group, Inc. 14.77% Reduce -0.2% 71,159 $26.3M
WealthCollab, LLC 9.49% Add +2.1% 70,785 $26.2M
Seneschal Advisors, LLC 17.93% Reduce -1.4% 70,775 $26.2M
Roger Wittlin Investment Advisory, LLC 20.57% Reduce -9.7% 70,742 $26.2M
Mgo One Seven LLC 0.43% Add +8.1% 70,601 $26.1M
Essential Planning, LLC. 7.38% Add +6.4% 70,599 $26.1M
Aspen Grove Capital, LLC 3.76% Add +0.2% 70,563 $26.1M
W.H. Cornerstone Investments Inc. 14.72% Add +6.1% 70,334 $26.0M
Sound View Wealth Advisors Group, LLC 1.61% Reduce -0.1% 70,286 $26.0M
Kraft, Davis & Associates, LLC 5.42% Add +0.1% 70,636 $26.0M
Johnson Investment Counsel Inc. 0.19% Add +2.9% 69,979 $25.9M
BBR Partners, LLC 1.21% Reduce -0.2% 69,840 $25.8M
Pitcairn Wealth Advisors LLC 2.83% Add +144.4% 69,804 $25.8M
Callan Family Office, LLC 0.50% Add +3.0% 69,767 $25.8M
Basso Capital Management, L.P. 6.34% Add +37.6% 69,521 $25.7M
Raab & Moskowitz Asset Management LLC 5.17% Add +2.6% 69,441 $25.7M
Dorsey & Whitney Trust CO LLC 1.25% Add +1.7% 69,355 $25.7M
Delphi Financial Group, Inc. 12.73% Add +66.4% 68,900 $25.5M
Karpus Management, Inc. 0.73% Reduce -14.9% 68,670 $25.4M
New England Asset Management Inc. 3.03% Add +0.6% 68,570 $25.4M
Sigma Planning Corp 0.64% Add +19.8% 68,433 $25.3M
Pension & Wealth Management Advisors, Inc. 6.81% Reduce -0.2% 68,204 $25.2M
CRA Financial Services, LLC 2.90% Add +3.9% 67,876 $25.1M
AE Wealth Management LLC 0.12% Add +7.4% 67,795 $25.1M
Wealthcare Capital Partners, LLC 10.36% Reduce -1.4% 67,736 $25.1M
HighPoint Advisor Group LLC 0.88% Reduce -0.4% 67,715 $25.1M
Western Wealth Management, LLC 0.80% Add +0.7% 66,260 $24.5M
ArchPoint Investors 5.14% No change 65,721 $24.3M
Benjamin Edwards Inc. 0.22% Reduce -0.2% 65,645 $24.3M
REDW Wealth LLC 8.70% Reduce -3.2% 65,597 $24.3M
Thoroughbred Financial Services, LLC 1.16% Add +41.4% 297,349 $24.2M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 18.94% Add +3.2% 65,156 $24.1M
CX Institutional 0.69% Add +50.7% 64,827 $24.0M
Fiduciary Trust Co 0.26% Add +0.1% 64,782 $24.0M
CreativeOne Wealth, LLC 0.51% Add +5.3% 64,390 $23.8M
Thrivent Financial for Lutherans 0.04% Add +1.4% 64,147 $23.7M
Almanack Investment Partners, LLC. 3.00% Add +5.7% 63,670 $23.6M
Parisi Gray Wealth Management 4.83% Add +0.1% 63,547 $23.5M
Diversify Advisory Services, LLC 0.39% New 64,154 $23.4M
Diversify Wealth Management, LLC 0.39% Add +14.7% 64,154 $23.4M
Industrial Alliance Investment Management Inc. 11.00% Reduce -0.0% 63,163 $23.4M
Compass Advisory Group LLC 5.54% Add +0.0% 62,990 $23.3M
Kingswood Wealth Advisors, LLC 0.94% Reduce -3.3% 62,924 $23.3M
Independence Bank of Kentucky 2.62% Add +0.3% 62,906 $23.3M
Capital Group Private Client Services, Inc. 0.33% Add +13.7% 62,791 $23.2M
Cornerstone Wealth Group, LLC 1.37% Reduce -2.6% 62,271 $23.0M
HT Partners LLC 6.38% Reduce -12.7% 62,250 $23.0M
Range Advisory, LLC 2.72% Add +16.1% 61,835 $22.9M
Plotkin Financial Advisors, LLC 9.48% Reduce -0.5% 61,708 $22.8M
StoneX Group Inc. 0.92% Add +7.7% 61,345 $22.8M
Glenview Trust Co 0.31% Reduce -1.2% 61,476 $22.7M
5th Street Advisors, LLC 8.80% Reduce -0.0% 61,419 $22.7M
Tiaa Trust, National Association 1.34% Reduce -4.1% 61,030 $22.6M
Quadrant Capital Group LLC 0.62% Reduce 0.0% 60,889 $22.5M
Addis & Hill, Inc 12.41% Reduce -2.4% 60,866 $22.5M
CVA Family Office, LLC 2.03% Add +49.3% 60,685 $22.5M
SteelPeak Wealth, LLC 0.59% Add +31.6% 60,449 $22.4M
URS Advisory LLC 12.44% Reduce -6.3% 60,411 $22.4M
VVR Holdings LLC 9.66% Add +2.6% 60,342 $22.3M
Axos Invest Inc. 16.24% Reduce -25.9% 59,943 $22.2M
St. Louis Trust Co 2.53% Reduce -0.6% 240,357 $22.1M
Nova R Wealth, Inc. 6.44% Add +4.8% 59,634 $22.1M
Cornerstone National Bank & Trust Co 7.45% Reduce -7.5% 59,721 $22.1M
Summit Financial Wealth Advisors, LLC 2.79% Add +5.2% 59,055 $21.9M
Elwood & Goetz Wealth Advisory Group, LLC 3.23% Add +3.7% 58,985 $21.8M
Signaturefd, LLC 0.29% Add +0.8% 58,978 $21.8M
Elevation Point Wealth Partners, LLC 0.40% Reduce -2.1% 58,925 $21.8M
Palisades Hudson Asset Management, L.P. 7.57% Add +0.0% 58,484 $21.6M
Monument Group Wealth Advisors, LLC 10.35% Reduce -6.7% 58,267 $21.6M
TD Waterhouse Canada Inc. 0.06% Add +10.9% 58,165 $21.5M
Fonville Wealth Management LLC 3.51% Add +45.1% 58,009 $21.5M
Trace Wealth Advisors, LLC 14.03% Add +3.4% 57,926 $21.4M
Entrust Financial LLC 13.86% Reduce -6.2% 57,729 $21.4M
TCI Wealth Advisors, Inc. 0.92% Add +5.1% 57,474 $21.3M
Westside Investment Management, Inc. 2.78% Reduce -0.7% 57,284 $21.2M
Sard Wealth Management Group, LLC 10.13% Add +2.7% 57,239 $21.2M
Silver Oak Securities, Incorporated 1.28% Add +4.7% 57,132 $21.1M
Fairway Financial, LLC 14.46% Add +0.8% 57,128 $21.1M
McClarren Financial Advisors, Inc. 10.82% Reduce -3.0% 56,550 $20.9M
Ironwood Investment Management LLC 7.23% Add +4.3% 56,505 $20.9M
Stokes Family Office, LLC 2.43% Reduce -4.2% 56,424 $20.9M
Ridge Creek Global, Inc 16.20% Reduce -2.1% 56,261 $20.8M
IHT Wealth Management, LLC 0.44% Add +2.1% 56,182 $20.8M
Meridian Wealth Management, LLC 0.64% Add +1.9% 56,076 $20.8M
Clarity Capital Advisors, LLC 8.70% Add +3.4% 56,052 $20.7M
Ahara Advisors LLC 14.02% Add +9.4% 56,035 $20.7M
WASHINGTON TRUST Co 0.64% Reduce -0.3% 56,028 $20.7M
MontVue Capital Management, Inc. 11.91% Add +4.3% 55,936 $20.7M
Portland Global Advisors LLC 1.95% Reduce -0.9% 55,487 $20.5M
AA Financial Advisors, LLC 2.46% Reduce -1.7% 55,335 $20.5M
Avion Wealth 3.81% Add +2.6% 55,297 $20.5M
Ashton Thomas Private Wealth, LLC 0.43% Add +0.3% 55,263 $20.4M
Long Island Wealth Management, Inc. 8.44% Add +0.1% 55,238 $20.4M
Reality Financial Planning Services, LLC 19.69% Reduce -20.7% 55,140 $20.4M
Johnson Financial Group, Inc. 0.67% Add +0.6% 55,040 $20.4M
Comprehensive Financial Management LLC 0.67% Add +0.6% 55,012 $20.4M
Black Diamond Financial, LLC 1.79% Add +128.2% 54,965 $20.3M
Applied Capital LLC 6.54% Reduce -4.7% 54,824 $20.3M
University of Maryland Foundation, Inc. 36.15% New 54,783 $20.3M
Advisor OS, LLC 1.35% Add +0.4% 54,673 $20.2M
Stonehage Fleming Financial Services Holdings Ltd 0.68% Add +17.2% 54,256 $20.1M
Maryland Capital Advisors Inc. 6.43% — 54,228 $20.1M
Fullerton Advisors, LLC 18.69% Add +2.4% 54,002 $20.0M
Coastline Trust Co 1.77% Reduce -3.6% 53,937 $20.0M
Legacy Financial Strategies, LLC 3.08% Add +1.6% 53,791 $19.9M
Rockbridge Investment Management, LCC 1.60% Reduce -0.9% 53,273 $19.7M
Foster Dykema Cabot & Partners, LLC 1.14% Reduce -0.5% 53,235 $19.7M
Gibraltar Capital Management, Inc. 3.01% Reduce -0.3% 52,527 $19.4M
Angeles Wealth Management, LLC 0.89% Add +0.6% 52,400 $19.4M
Benningfield Financial Advisors, LLC 14.32% Add +3.6% 52,257 $19.3M
Wilson & Boucher Capital Management, LLC 11.27% Reduce -1.8% 51,875 $19.2M
SageView Advisory Group, LLC 0.63% Reduce -1.8% 51,869 $19.2M
LifeGuide Financial Advisors, LLC 5.45% Add +2.6% 51,724 $19.1M
Independent Advisor Alliance 0.45% Reduce -60.1% 51,577 $19.1M
Dogwood Wealth Management LLC 7.53% Add +7.8% 51,529 $19.1M
Cornerstone Wealth Management, LLC 0.82% Reduce -1.3% 51,439 $19.0M
Bulwark Capital Corp 10.66% Add +0.2% 51,209 $18.9M
Semitam Bonam LLC 13.89% Add +0.5% 51,101 $18.9M
Downshift Financial, LLC 8.57% Add +3.7% 51,044 $18.9M
MJP Associates Inc. 2.06% Add +0.5% 51,016 $18.9M
Tsfg, LLC 2.38% Reduce -2.0% 50,969 $18.9M
Goldstone Financial Group, LLC 1.72% Reduce -12.6% 50,866 $18.8M
Prosperity Advisers, LLC 13.62% Reduce -3.4% 50,841 $18.8M
Davis R M Inc. 0.30% Add +1.8% 50,777 $18.8M
Arta Finance Wealth Management LLC 7.99% Add +7.6% 50,481 $18.7M
Sigma Investment Counselors Inc. 0.91% Reduce -2.9% 50,238 $18.6M
Park National Corp. 0.52% Reduce -0.5% 50,087 $18.5M
Drucker Wealth 3.0, LLC 2.91% Reduce -3.9% 49,744 $18.4M
First Horizon Corp. 0.71% Add +0.7% 49,710 $18.4M
Sherman Asset Management, Inc. 14.27% Add +30.3% 49,695 $18.4M
Atlantic Private Wealth, LLC 11.26% Reduce -4.0% 49,664 $18.4M
Marquette Associates, Inc. 13.35% Add +634.9% 49,489 $18.3M
Conning Inc. 0.57% No change 49,266 $18.2M
Stonekeep Investments, LLC 10.57% Add +4.9% 49,073 $18.2M
JFS Wealth Advisors, LLC 0.90% Add +0.3% 48,941 $18.1M
Associated Banc-Corp 0.43% Add +3.4% 48,879 $18.1M
Wesbanco Bank Inc. 0.45% Add +0.6% 48,567 $18.0M
VSM Wealth Advisory, LLC 4.77% Add +0.8% 48,563 $18.0M
Pine Harbor Wealth Management, LLC 4.81% Reduce -0.3% 48,555 $18.0M
Strategic Blueprint, LLC 0.90% Reduce -1.3% 48,502 $17.9M
Coston, McIsaac & Partners 3.60% Add +2.9% 48,417 $17.9M
Federation des caisses Desjardins du Quebec 0.06% Add +2.9% 48,347 $17.9M
KLCM Advisors, Inc. 1.43% Add +6.3% 48,320 $17.9M
Peterson Wealth Advisors, LLC 2.11% Reduce -1.1% 48,275 $17.9M
Skyline Advisors, Inc. 5.60% Reduce -26.7% 48,253 $17.9M
Stratos Investment Management, LLC 0.64% Reduce -1.9% 48,103 $17.8M
Ironsides Asset Advisors, LLC 4.16% Reduce -4.4% 48,016 $17.8M
Swisher Financial Concepts, Inc. 11.16% Reduce -0.1% 47,901 $17.7M
Citizens Financial Group Inc. 0.21% Add +3.1% 47,772 $17.7M
Sjbenen Advisory, LLC 10.48% Add +94.2% 47,687 $17.6M
Index Fund Advisors, Inc. 0.70% Add +0.3% 47,515 $17.6M
Harbor Investment Advisory, LLC 1.23% Add +3.3% 47,452 $17.6M
Aptus Capital Advisors, LLC 0.13% Add +3.7% 47,273 $17.5M
Level Four Advisory Services, LLC 0.49% Add +25.2% 47,230 $17.5M
Carr Financial Group Corp 4.02% Reduce -0.9% 47,161 $17.5M
iA Global Asset Management Inc. 0.21% Add +35.1% 47,062 $17.4M
Focused Alpha, LLC 4.46% Add +1.4% 47,025 $17.4M
Fayez Sarofim & Co 0.04% Add +9.5% 46,964 $17.4M
New Covenant Trust Company, N.A. 13.05% Reduce -0.6% 46,790 $17.3M
Great Lakes Retirement, Inc. 1.53% Add +0.7% 46,691 $17.3M
Traphagen Investment Advisors LLC 1.23% Add +4.4% 46,567 $17.2M
Next Level Wealth Planning, LLC 7.58% Add +2.6% 46,534 $17.2M
Bradley & Co. Private Wealth Management, LLC 8.19% Add +5.6% 46,463 $17.2M
Scarborough Advisors, LLC 1.97% Add +49.3% 46,776 $17.1M
Abound Wealth Management 3.39% Reduce -1.3% 46,138 $17.1M
Wedbush Securities Inc. 0.44% Add +1.5% 46,059 $17.0M
Brown Brothers Harriman & Co. 0.07% Add +0.5% 45,994 $17.0M
DMKC Advisory Services, LLC 3.21% Add +280.5% 45,993 $17.0M
Warwick Investment Management, Inc. 1.91% Reduce -4.4% 45,988 $17.0M
Seven Post Investment Office LP 4.83% Reduce -0.7% 45,938 $17.0M
Chevy Chase Trust Holdings, LLC 0.04% Add +3.8% 45,600 $16.9M
DAVENPORT & Co LLC 0.09% Add +3.1% 45,432 $16.8M
Oppenheimer & Co. Inc. 0.18% Reduce -0.6% 45,325 $16.8M
VPR Management LLC 6.72% No change 45,200 $16.7M
Klingman & Associates, LLC 0.71% Add +0.1% 44,970 $16.6M
Prepared Retirement Institute LLC 7.08% Add +37.8% 44,970 $16.6M
Headinvest, LLC 3.10% Reduce -1.2% 44,922 $16.6M
Sharper & Granite LLC 5.15% Add +0.7% 44,889 $16.6M
Ares Financial Consulting, LLC 11.92% Add +1.6% 44,884 $16.6M
Argent Trust Co 0.48% Reduce -2.3% 44,871 $16.6M
a16z Perennial Management, L.P. 1.34% Reduce -0.6% 44,683 $16.5M
Chilton Investment Co. Inc. 0.40% Add +0.3% 44,664 $16.5M
Rothschild Wealth LLC 1.32% Reduce -9.0% 44,532 $16.5M
Regal Investment Advisors LLC 0.86% Add +7.0% 44,510 $16.5M
Stratos Wealth Advisors, LLC 0.91% Add +0.1% 44,483 $16.5M
Belpointe Asset Management LLC 0.54% Reduce -2.5% 44,399 $16.4M
Soltis Investment Advisors LLC 0.95% Add +115.6% 44,388 $16.4M
Sandy Cove Advisors, LLC 4.10% Add +1.9% 44,321 $16.4M
Glassman Wealth Services 1.96% Add +0.2% 44,230 $16.4M
Berman McAleer LLC 1.88% Add +1.2% 43,895 $16.2M
Shelter Mutual Insurance Co 3.43% No change 43,850 $16.2M
Seldon Capital LP 5.07% No change 43,798 $16.2M
Caldwell Trust Co 1.31% Reduce -1.4% 43,751 $16.2M
Commerce Advisors, LLC 8.78% Add +1357.9% 43,665 $16.2M
Heirloom Wealth Management 2.34% Reduce -10.8% 43,579 $16.1M
Nia Impact Advisors, LLC 6.68% No change 43,575 $16.1M
Olistico Wealth, LLC 6.89% Add +1826.8% 825,883 $16.1M
Disciplina Capital Management LLC 1.66% New 43,510 $16.1M
Synergy Asset Management, LLC 1.52% Add +7.7% 43,479 $16.1M
Greenspring Advisors, LLC 0.89% Reduce -2.4% 43,356 $16.0M
Asset Management Group, Inc. 2.34% Reduce -1.5% 43,296 $16.0M
UMB Bank, n.a. 0.20% Reduce -10.7% 43,184 $16.0M
Fairview Capital Investment Management, LLC 0.84% Add +0.5% 43,183 $16.0M
Bradley Foster & Sargent Inc. 0.23% Add +5.0% 43,082 $15.9M
Brady Martz Wealth Solutions, LLC 2.39% Reduce -4.1% 42,749 $15.8M
Avant Financial Advisors LLC 9.84% Reduce -0.1% 42,678 $15.8M
Intelligent Financial Strategies 7.59% Reduce -0.9% 42,620 $15.8M
Cornerstone Management, Inc. 2.27% Reduce -2.3% 42,589 $15.8M
Bokf, NA 0.22% Reduce -4.8% 42,434 $15.7M
BTC Capital Management, Inc. 0.95% No change 42,408 $15.7M
Capital Square, LLC 6.85% Add +0.1% 41,812 $15.6M
Kingsview Wealth Management, LLC 0.19% Reduce -4.2% 42,075 $15.6M
Bluespring Wealth Management, LLC 0.30% Add +53.8% 42,031 $15.6M
Azimuth Capital Investment Management LLC 0.52% Reduce -0.3% 41,985 $15.5M
Avior Wealth Management, LLC 0.41% Add +2.2% 41,969 $15.5M
Waldron Private Wealth LLC 0.54% Add +6.5% 41,934 $15.5M
Leavell Investment Management, Inc. 0.57% Reduce -0.4% 41,789 $15.5M
Wealth Alliance Advisory Group, LLC 2.23% Add +2.0% 41,721 $15.4M
Relyea Zuckerberg Hanson LLC 1.28% Add +4.3% 41,644 $15.4M
International Assets Investment Management, LLC 0.92% Add +5.6% 41,731 $15.4M
RFG Advisory, LLC 0.24% Reduce -9.5% 41,620 $15.4M
First Hawaiian Bank 1.95% Reduce -4.1% 41,573 $15.4M
LexAurum Advisors, LLC 1.78% Reduce -1.2% 41,493 $15.4M
ABLE Financial Group, LLC 2.58% Add +9.9% 41,482 $15.3M
OneAscent Financial Services LLC 0.73% Reduce -1.4% 41,409 $15.3M
BFI Infinity Ltd. 7.33% Add +4.0% 41,225 $15.3M
Monograph Wealth Advisors, LLC 1.25% Add +0.9% 41,215 $15.3M
Lantz Financial LLC 2.79% Add +2.5% 41,154 $15.2M
Legacy Advisors, LLC 1.42% Reduce -0.4% 41,079 $15.2M
Boxwood Ventures, Inc. 9.06% New 41,024 $15.2M
Good Steward Wealth Advisors,LLC 9.14% Reduce -2.3% 40,895 $15.1M
Smartleaf Asset Management LLC 0.49% No change 41,094 $15.1M
Beaird Harris Wealth Management, LLC 0.94% Add +2.3% 40,744 $15.1M
Pachira Investments Inc. 5.68% Add +2.4% 40,701 $15.1M
Ironwood Financial, llc 2.36% Add +5.1% 40,713 $15.1M
Gladstone Institutional Advisory LLC 0.47% Add +29.8% 40,537 $15.0M
Liberty Wealth Management LLC 1.85% No change 46,256 $14.8M
Intrepid Family Office LLC 13.64% No change 40,000 $14.8M
Rinkey Investments 3.48% Add +2.6% 39,953 $14.8M
Yousif Capital Management, LLC 0.17% Reduce -15.8% 39,951 $14.8M
Serenus Wealth Advisors, LLC 2.58% Add +15.9% 48,776 $14.8M
Canopy Partners, LLC 4.44% Add +3.6% 39,895 $14.8M
Empirical Finance, LLC 0.61% Reduce -27.6% 39,868 $14.8M
Vaquero Private Wealth, Ltd. 3.04% — 39,868 $14.8M
Walter & Keenan Wealth Management LLC /in/ 3.65% Add +0.9% 39,868 $14.8M
Melfa Wealth Management, Inc. 7.92% Add +18.7% 39,655 $14.7M
Squire Investment Management Company, LLC 3.53% Add +0.4% 39,664 $14.7M
Shayne & Jacobs, LLC 4.34% Reduce -0.8% 39,568 $14.6M
Abundance Wealth Counselors 0.95% Add +73.1% 39,561 $14.6M
Badgley Phelps Wealth Managers, LLC 0.25% Reduce -2.7% 39,286 $14.5M
Valeo Financial Advisors, LLC 0.31% Reduce -5.7% 39,258 $14.5M
Cambient Family Office, LLC 1.78% Add +4.4% 39,163 $14.5M
Sunpointe, LLC 4.11% Reduce -7.9% 39,097 $14.5M
Ti-Trust, Inc. 7.72% Add +1.4% 38,811 $14.4M
Tortoise Investment Management, LLC 1.07% Reduce -1.4% 38,756 $14.3M
Kensington Asset Management, LLC 0.78% No change 38,539 $14.3M
One Day In July LLC 0.99% Add +2.9% 38,532 $14.3M
HMV Wealth Advisors, LLC 5.55% Reduce -6.1% 38,510 $14.3M
Shufro Rose & Co. LLC 0.82% Add +0.5% 38,383 $14.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 4.58% Reduce -0.3% 38,504 $14.2M
Symmetry Partners, LLC 0.71% Reduce -0.0% 37,690 $13.9M
Curi Capital, LLC 0.22% Add +5.6% 37,645 $13.9M
QRG Capital Management, Inc. 0.11% Add +165.8% 37,633 $13.9M
Frazier Financial Advisors, LLC 7.03% Add +0.4% 37,633 $13.9M
Fiduciary Financial Group, LLC 1.58% Add +1.4% 37,586 $13.9M
Boston Family Office LLC 0.84% Add +4.1% 37,495 $13.9M
Blackston Financial Advisory Group, LLC 7.79% Reduce -1.6% 37,327 $13.8M
Perennial Investment Advisors, LLC 0.92% Reduce -4.6% 37,236 $13.8M
Burling Wealth Partners, LLC 2.02% Add +4.3% 37,212 $13.8M
Kathmere Capital Management, LLC 0.73% Add +3.1% 37,133 $13.7M
Great Point Wealth Advisors, LLC 2.22% Reduce -1.2% 37,081 $13.7M
Gateway Wealth Partners, LLC 0.82% Reduce -47.3% 36,889 $13.7M
Philadelphia Trust Co. 0.87% No change 36,765 $13.6M
IFP Advisors, Inc 0.25% Reduce -30.6% 36,746 $13.6M
Sterling Capital Management LLC 0.23% Add +31.4% 36,734 $13.6M
Culbertson A N & Co. Inc. 1.58% Reduce -1.2% 36,726 $13.6M
Confluence Wealth Services, Inc. 0.39% Add +4.7% 36,627 $13.6M
Symphony Financial, Ltd. Co. 1.48% Add +1.6% 36,664 $13.5M
Kaydan Wealth Management, Inc. 4.13% Add +126.9% 36,601 $13.5M
Dunhill Financial, LLC 2.76% Add +0.9% 36,535 $13.5M
Webster Bank, N. A. 1.17% Reduce -2.7% 36,466 $13.5M
Aerodigm Wealth, LLC 4.56% Reduce -2.5% 36,447 $13.5M
Weaver Consulting Group 2.76% Add +1.8% 36,424 $13.5M
Emprise Bank 4.96% Reduce -2.8% 36,372 $13.5M
NorthCrest Asset Manangement, LLC 0.35% Add +39.4% 36,222 $13.5M
GoalVest Advisory LLC 2.48% Reduce -2.8% 36,198 $13.4M
Ramiah Investment Group 10.22% Add +5.5% 36,185 $13.4M
Calder Financial LLC 12.54% Reduce -0.9% 35,974 $13.3M
Indivisible Partners 0.75% Add +930.6% 35,957 $13.3M
Integrated Advisors Network LLC 0.61% Reduce -1.9% 35,894 $13.3M
Cambridge Advisors Inc. 2.28% Reduce -1.3% 35,820 $13.3M
Sonata Capital Group Inc. 4.27% Add +0.6% 35,774 $13.2M
Capital Analysts, LLC 0.30% Add +1.3% 35,733 $13.2M
Essex Financial Services, Inc. 0.66% Add +1.1% 35,669 $13.2M
Partners in Financial Planning 2.00% Add +1.6% 35,649 $13.2M
Carnegie Investment Counsel 0.26% Reduce -3.9% 35,577 $13.2M
FFT Wealth Management LLC 2.06% Reduce -0.7% 35,492 $13.1M
Cascade Financial Partners, LLC 1.14% Reduce -0.5% 35,458 $13.1M
Titleist Asset Management, LLC 0.88% Add +1.7% 35,407 $13.1M
Modus Advisors, LLC 3.23% Reduce -0.2% 35,337 $13.1M
Professional Financial Advisors, LLC 2.26% Reduce -9.7% 35,269 $13.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 1.06% Reduce -2.2% 35,155 $13.0M
Blue Bell Private Wealth Management, LLC 1.62% Reduce -3.4% 35,124 $13.0M
Nwam LLC 0.65% Add +10.6% 35,025 $13.0M
PDS Planning, Inc 0.75% Add +30.6% 34,991 $12.9M
Kovack Advisors, Inc. 0.62% Reduce -1.2% 35,034 $12.9M
Highland Capital Management, LLC 0.60% Reduce -0.4% 34,959 $12.9M
Krilogy Financial LLC 0.38% Add +0.6% 34,948 $12.9M
Signature Estate & Investment Advisors LLC 0.23% Reduce -8.0% 34,746 $12.9M
Osbon Capital Management LLC 10.01% Reduce -8.2% 34,464 $12.8M
Focus Financial Network, Inc. 0.39% Add +2.3% 34,274 $12.7M
Trust Point Inc. 1.07% Reduce -0.2% 34,119 $12.6M
Cyndeo Wealth Partners, LLC 0.59% Add +2.6% 34,067 $12.6M
Greenwood Gearhart LLC 0.59% Reduce -26.5% 34,045 $12.6M
Autumn Glory Partners, LLC 3.57% Add +0.0% 34,044 $12.6M
Avestar Capital, LLC 0.75% Add +1.4% 34,040 $12.6M
Moulton Wealth Management, Inc. 8.27% Add +124.4% 33,953 $12.6M
Trinity Financial Advisors LLC 3.23% Reduce -1.6% 33,989 $12.6M
Dynamic Advisor Solutions LLC 0.36% Reduce -41.4% 33,970 $12.6M
PFG Investments, LLC 0.49% Add +5.4% 33,851 $12.5M
Shepherd Kaplan Krochuk, LLC 9.95% Reduce -0.7% 33,836 $12.5M
Trust Co. of Vermont 0.47% — 33,724 $12.5M
IRON Financial LLC 5.12% Reduce -6.1% 33,543 $12.4M
Atlas Brown,Inc. 3.33% Reduce -1.6% 33,530 $12.4M
First Heartland Consultants, Inc. 0.80% Add +7.8% 33,474 $12.4M
Certuity, LLC 0.61% Reduce -3.3% 33,466 $12.4M
American Money Management, LLC 1.76% Reduce -0.6% 33,311 $12.3M
Garner Asset Management Corp 3.98% Add +7.3% 33,162 $12.3M
CWS Financial Advisors, LLC 2.72% Reduce -0.8% 33,122 $12.3M
Swmg, LLC 2.87% Reduce -6.9% 32,787 $12.2M
Lebenthal Global Advisors, LLC 1.64% Reduce -22.1% 32,786 $12.1M
Silver Oak Advisory Group, Inc. 4.78% Add +0.9% 32,776 $12.1M
IFC Advisors LLC 1.54% Reduce -0.3% 32,767 $12.1M
IMA Advisory Services, Inc. 0.76% Add +58.6% 32,614 $12.1M
Pacific Capital Wealth Advisors, Inc. 1.80% Reduce -27.6% 32,322 $12.0M
Onyx Bridge Wealth Group LLC 1.08% Add +0.2% 32,319 $12.0M
Cibc World Market Inc. 0.02% Add +2.4% 32,318 $12.0M
Greenbush Financial Group, LLC 3.48% Reduce -1.3% 31,953 $11.8M
DRW Securities, LLC 0.70% Reduce -46.0% 31,849 $11.8M
Endowment Wealth Management, Inc. 4.56% Add +3.8% 31,847 $11.8M
Van Cleef Asset Management,Inc 1.19% No change 31,676 $11.7M
Eastern Bank 0.18% Reduce -0.3% 31,635 $11.7M
Versant Capital Management, Inc 1.05% Reduce -14.3% 31,556 $11.7M
Paladin Partners, LLC 7.72% Add +1.9% 31,552 $11.7M
Strategic Financial Concepts, LLC 3.47% Add +2.0% 31,553 $11.7M
Wellington-Altus USA Inc. 8.31% Reduce -4.6% 36,347 $11.7M
SVB Wealth LLC 0.73% Reduce -0.8% 31,387 $11.6M
Centric Wealth Management 1.80% Add +212.3% 31,189 $11.6M
Ferguson Wellman Capital Management, Inc. 0.14% Add +1.5% 31,329 $11.6M
Cypress Point Wealth Management, LLC 2.36% Reduce -12.5% 31,303 $11.6M
Sage Rhino Capital LLC 1.90% Add +0.3% 31,155 $11.5M
Signal Advisors Wealth, LLC 0.60% Add +37.6% 31,149 $11.5M
TPG Advisors LLC 6.32% Add +1.4% 31,120 $11.5M
Northland Capital Management LLC 6.20% Reduce -21.4% 31,100 $11.5M
Sovereign Investment Advisors, LLC 2.16% Add +0.3% 31,078 $11.5M
Philip James Wealth Mangement, LLC 1.33% Reduce -3.6% 31,098 $11.5M
Next Capital Management LLC 3.09% Reduce -0.8% 30,917 $11.4M
UNIVEST FINANCIAL Corp 0.56% Add +1.7% 30,870 $11.4M
Retirement Planning Group, LLC 0.29% Reduce -0.6% 30,693 $11.4M
Weitzel Financial Services, Inc. 3.86% Add +5.4% 30,853 $11.3M
BayBridge Capital Group, LLC 5.90% Add +11.2% 30,601 $11.3M
Beacon Financial Group 1.03% Reduce -0.8% 30,529 $11.3M
WFA of San Diego, LLC 9.23% Reduce -11.1% 29,279 $11.3M
Smallwood Wealth Investment Management, LLC 4.88% Reduce -0.1% 30,179 $11.2M
RHS Financial, LLC 4.50% Add +10.4% 30,162 $11.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.08% New 30,093 $11.1M
Wealth Care LLC 9.02% Add +0.1% 30,088 $11.1M
NWF Advisory Services Inc. 1.05% Add +15.4% 30,084 $11.1M
Marex Group Ltd 0.08% Add +85.8% 30,074 $11.1M
ASL Financial, LLC 7.83% Reduce -1.1% 30,045 $11.1M
Old Mission Capital LLC 0.28% Add +59.7% 30,042 $11.1M
Patton Albertson Miller Group, LLC 1.11% Reduce -0.1% 30,038 $11.1M
Plan Group Financial, LLC 2.29% Add +19.6% 29,842 $11.0M
Farnam Financial LLC 8.05% Reduce -17.7% 29,835 $11.0M
One Capital Management, LLC 0.31% No change 34,392 $11.0M
Compass Financial Group, Inc. 4.66% Reduce -5.1% 29,800 $11.0M
Roberts Glore & Co. Inc. 2.72% Reduce -11.0% 29,767 $11.0M
GC Wealth Management RIA, LLC 0.63% Reduce -13.8% 29,694 $11.0M
Stock Yards Bank & Trust Co. 0.31% Add +0.8% 29,677 $11.0M
Empowered Funds, LLC 0.06% Reduce -54.3% 29,671 $11.0M
Koshinski Asset Management, Inc. 0.58% Reduce -0.5% 29,665 $11.0M
JPL Wealth Management, LLC 2.17% Add +1.9% 29,611 $11.0M
Consilium Wealth Advisory, LLC 3.25% Reduce -11.8% 29,581 $10.9M
L.K. Benson & Company, P.C. 3.30% Add +1.3% 29,559 $10.9M
Integrity Alliance, Llc. 0.34% Reduce -2.8% 29,517 $10.9M
Peck Wealth Management, LLC 9.17% Reduce -0.2% 29,404 $10.9M
Pullen Investment Management, LLC 5.03% Add +0.7% 29,388 $10.9M
Family Wealth Partners, LLC 3.34% Reduce -0.4% 29,367 $10.9M
Arrowroot Family Office, LLC 3.11% Add +0.6% 29,356 $10.9M
Bouchey Financial Group, Ltd. 0.70% Reduce -2.1% 29,334 $10.9M
Accel Wealth Management 2.44% Add +2.3% 29,330 $10.9M
Blue Trust, Inc. 0.11% Add +6.0% 29,266 $10.8M
Legacy Wealth Management, LLC 0.56% No change 29,077 $10.8M
Fisher Asset Management 0.00% Add +36.1% 29,001 $10.7M
Lansing Street Advisors 2.28% Reduce -2.0% 28,950 $10.7M
Atala Financial Inc 6.51% Add +7.8% 28,925 $10.7M
Crews Bank & Trust 1.40% Add +0.6% 28,907 $10.7M
Patriot Financial Group Insurance Agency, LLC 1.10% Reduce -47.8% 28,864 $10.7M
Orcam Financial Group 5.20% Add +9.2% 28,743 $10.6M
Chesley Taft & Associates LLC 0.41% Add +2.7% 28,726 $10.6M
Stevens Capital Partners 2.02% Add +9.7% 28,718 $10.6M
BluePrint Investing LLC 8.92% Reduce -1.0% 28,680 $10.6M
Wealth Effects LLC 2.86% Add +3.9% 28,679 $10.6M
Mathes Company, Inc. 3.30% No change 28,640 $10.6M
Grove Street Fiduciary, LLC 4.46% Reduce -2.8% 28,524 $10.6M
Gerber Kawasaki Wealth & Investment Management 0.28% Add +14.1% 28,436 $10.5M
Harfst & Associates, Inc. 1.63% Reduce -1.4% 28,401 $10.5M
Rolek Wealth Management LLC 5.88% Add +3.2% 28,386 $10.5M
Wealth Management Associates, Inc. 2.89% Add +1.5% 28,261 $10.5M
S.A. Mason LLC 3.21% Reduce -0.9% 28,227 $10.4M
Newton One Investments LLC 2.61% Reduce -1.0% 28,059 $10.4M
Nicolet Bankshares Inc. 0.33% Add +3.0% 27,996 $10.4M
Phillips Financial Management, LLC 0.76% Reduce -1.7% 27,987 $10.4M
Glen Eagle Advisors, LLC 1.30% Add +1.1% 27,879 $10.3M
Financial Planning Hawaii, Inc. 5.49% Add +2.7% 27,657 $10.2M
Apex Wealth Management, LLC 6.23% Add +10.1% 27,568 $10.2M
Gridiron Partners, LLC 5.35% Add +0.2% 27,534 $10.2M
Evermay Wealth Management LLC 1.04% Reduce -11.0% 27,401 $10.1M
NerdWallet Wealth Partners, LLC 3.49% Reduce -1.6% 27,384 $10.1M
Trust Co 0.91% Add +1.5% 27,312 $10.1M
Petix & Botte Co 2.03% Add +108.1% 27,215 $10.1M
Barclays PLC 0.00% Reduce -7.8% 27,202 $10.1M
Hudson Value Partners, LLC 2.52% Add +19.2% 27,116 $10.0M
Graves Light Lenhart Wealth, Inc. 0.93% Add +0.0% 27,042 $10.0M
Fiducient Advisors LLC 1.43% Add +20.4% 27,019 $10.0M
1900 Wealth Management LLC 0.55% Reduce -1.5% 26,889 $9.9M
Highland Financial Advisors, LLC 2.19% Add +5.2% 26,872 $9.9M
Vannoy Advisory Group, Inc. 5.58% Reduce -0.6% 26,697 $9.9M
Ausdal Financial Partners, Inc. 0.39% Add +0.4% 26,672 $9.9M
Ancora Advisors LLC 0.19% Reduce -0.9% 26,642 $9.9M
Hall Laurie J Trustee 3.06% No change 26,620 $9.9M
Moneco Advisors, LLC 0.60% Add +2.9% 26,603 $9.8M
Tenon Financial LLC 3.15% Reduce -1.0% 26,489 $9.8M
M3 Advisory Group, LLC 5.08% Add +2.6% 26,477 $9.8M
Sowell Financial Services LLC 0.32% Add +11.6% 26,455 $9.8M
Founders Financial Securities LLC 0.50% Reduce -3.0% 26,369 $9.8M
CFO4Life Group, LLC 1.31% Reduce -0.0% 26,362 $9.8M
Fortis Capital Advisors, LLC 1.09% Reduce -5.8% 26,310 $9.7M
C M Bidwell & Associates Ltd. 3.96% Add +0.6% 26,176 $9.7M
Pitti Group Wealth Management, LLC 7.05% Add +5.1% 26,148 $9.7M
OpenArc Corporate Advisory, LLC 0.12% Add +192.5% 26,115 $9.7M
Balboa Wealth Partners 1.31% Add +0.3% 26,062 $9.6M
NovaPoint Capital, LLC 2.00% Reduce -12.3% 25,988 $9.6M
Arq Wealth Advisors, LLC 1.18% Add +6.7% 25,786 $9.5M
Evolve Private Wealth, LLC 0.58% Reduce -46.4% 25,688 $9.5M
Resonant Capital Advisors, LLC 0.45% Add +0.3% 25,686 $9.5M
Carroll Advisory Group, LLC 3.12% Reduce -12.1% 25,631 $9.5M
Claro Advisors Inc. 0.99% Reduce -1.9% 25,579 $9.5M
SouthState Bank Corp 0.39% Add +52.3% 25,430 $9.4M
Permanent Capital Management, LP 1.26% Add +17.4% 25,411 $9.4M
B. Riley Wealth Advisors, Inc. 0.51% Add +3.6% 25,547 $9.4M
Steph & Co. 2.37% Add +0.4% 25,307 $9.4M
McLean Asset Management Corp 1.24% Add +0.3% 25,430 $9.4M
Romano Brothers and Company 0.94% Reduce -3.4% 25,191 $9.3M
WCG Wealth Advisors LLC 0.22% Reduce -3.5% 24,972 $9.2M
Prodigy Asset Management LLC 2.78% Add +3.5% 24,956 $9.2M
Seamount Financial Group Inc. 3.68% Add +1.1% 24,635 $9.1M
Evergreen Wealth Management, LLC 4.27% Reduce -13.2% 24,621 $9.1M
Greenleaf Trust 0.09% Reduce -1.1% 24,598 $9.1M
Saxon Interests, Inc. 2.51% Reduce -1.0% 24,529 $9.1M
First Manhattan Co. Llc. 0.02% Add +19.7% 24,463 $9.1M
Inscription Capital, LLC 0.80% Add +0.2% 24,408 $9.0M
Boston Trust Walden Corp 0.07% Add +4.1% 24,383 $9.0M
Viewpoint Investment Partners Corp. 3.11% Reduce -14.4% 24,335 $9.0M
Bawa N Mallick Trust 2.90% Add +0.8% 24,202 $9.0M
Capital Investment Advisors, LLC 0.12% Reduce -4.3% 24,164 $8.9M
Decker Retirement Planning Inc. 3.04% Add +12.9% 24,150 $8.9M
Plante Moran Financial Advisors, LLC 0.41% Add +15.0% 24,094 $8.9M
Peapack Gladstone Financial Corp. 0.10% Add +10.3% 23,913 $8.8M
BSW Wealth Partners 0.98% Reduce -8.5% 23,909 $8.8M
Quantum Financial Advisors, LLC 0.87% Reduce -6.4% 23,881 $8.8M
Private Trust Co. NA 0.71% Reduce -4.2% 23,878 $8.8M
Forum Financial Management, LP 0.11% Reduce -58.6% 23,866 $8.8M
HM Payson & Co. 0.12% Reduce -0.3% 23,802 $8.8M
Calamos Wealth Management LLC 0.27% Add +8.4% 23,791 $8.8M
Insigneo Advisory Services, LLC 0.33% Add +6.5% 23,716 $8.8M
Steele Capital Management, Inc. 0.32% Reduce -27.3% 23,584 $8.7M
Rehmann Capital Advisory Group 0.40% Add +2.2% 23,474 $8.7M
Rothschild Investment LLC 0.32% Add +11.1% 23,423 $8.7M
Florida Trust Wealth Management Co 0.22% Reduce -0.7% 23,419 $8.7M
Jane Street Group, LLC 0.01% Reduce -3.5% 23,411 $8.7M
Purpose Unlimited Inc. 0.33% Add +0.2% 23,323 $8.6M
Capital Investment Counsel, LLC 1.07% Reduce -3.9% 23,314 $8.6M
Faithward Advisors, LLC 1.05% Add +25.1% 23,282 $8.6M
Levin Capital Strategies, L.P. 0.58% Add +7.3% 23,199 $8.6M
Chicago Capital, LLC 0.21% Reduce -38.5% 23,149 $8.6M
Snowwater Investment Partners, LLC 5.90% No change 23,073 $8.5M
Scratch Capital LLC 4.24% Add +0.4% 23,063 $8.5M
Life Planning Partners, Inc 6.34% Reduce -2.3% 23,054 $8.5M
RVW Wealth, LLC 0.56% Add +32.4% 22,978 $8.5M
Williams Jones Wealth Management, LLC. 0.10% Reduce -0.2% 22,911 $8.5M
Sagespring Wealth Partners, LLC 0.13% Add +13.5% 22,900 $8.5M
Acima Private Wealth, LLC 2.46% Reduce -0.6% 22,897 $8.5M
FC Advisory LLC 2.23% Reduce -0.7% 22,789 $8.4M
Ignite Planners, LLC 1.16% Add +4.3% 22,784 $8.4M
Howland Capital Management LLC 0.30% Add +28.4% 22,657 $8.4M
Global Trust Wealth Management LLC 5.71% Reduce -13.5% 22,414 $8.3M
WealthPLAN Partners, LLC 1.59% Reduce -23.1% 22,409 $8.3M
Human Investing LLC 1.07% Add +1.9% 22,295 $8.3M
Equitable Trust Co. 0.34% Add +0.2% 22,294 $8.2M
Level Financial Advisors 1.83% Reduce -0.6% 22,080 $8.2M
SigFig Wealth Management, LLC 0.22% Reduce -1.4% 22,344 $8.2M
Rialto Wealth Management, LLC 1.61% Add +22.2% 22,046 $8.2M
Global Wealth Management, LLC 4.15% Add +0.1% 22,035 $8.2M
Capital Investment Advisory Services, LLC 0.50% Reduce -2.8% 22,009 $8.1M
Kachkovsky & Fisher, Inc. 7.82% — 21,976 $8.1M
Lanark Financial, Inc. 0.55% Add +3.6% 21,937 $8.1M
Allied Investment Advisors, LLC 1.02% Add +0.2% 21,872 $8.1M
Van Strum & Towne Inc. 2.20% Add +0.3% 21,828 $8.1M
CVFG LLC 0.85% Reduce -0.3% 21,800 $8.1M
Susquehanna Advisors Group, Inc. 0.32% No change 21,775 $8.1M
Guidance Capital, Inc. 1.72% Add +6.0% 21,721 $8.0M
Nations Financial Group Inc, /Ia/ 0.38% Add +3.7% 21,743 $8.0M
Generations Wealth, LLC 7.64% Reduce -4.2% 21,737 $8.0M
Beacon Advisors Holdings, LLC 3.89% Add +0.0% 21,453 $7.9M
Trademark Financial Management, LLC 3.24% Reduce -5.7% 21,411 $7.9M
Trek Financial, LLC 0.39% Add +1.8% 21,393 $7.9M
Integral Investment Advisors, Inc. 1.74% Add +0.1% 21,324 $7.9M
United Community Bank 2.44% Add +13.9% 21,321 $7.9M
Hancock Whitney Corp. 0.13% Add +3.4% 21,311 $7.9M
Russell Investments Group, Ltd. 0.01% Add +27.1% 21,294 $7.9M
Timbuktu Capital Management, LLC 11.81% — 21,225 $7.9M
Heritage Investors Management Corp. 0.22% Reduce -0.2% 21,091 $7.8M
SilverOak Wealth Management LLC 1.01% Add +1.9% 21,090 $7.8M
Forbes Financial Planning, Inc. 4.18% Reduce -0.7% 21,059 $7.8M
Auto-Owners Insurance Co 0.18% Reduce -42.6% 21,000 $7.8M
Mission Financial Group, LLC 6.43% — 20,952 $7.8M
Westmount Partners, LLC 1.70% Add +2.5% 20,921 $7.7M
Quantify Chaos Advisors, LLC 21.77% Add +1.5% 20,885 $7.7M
Marino, Stram & Associates LLC 1.23% Add +12.5% 20,882 $7.7M
Arbor Wealth Advisors LLC 4.72% Add +1.9% 20,857 $7.7M
AssuredPartners Investment Advisors, LLC 0.75% Add +3.3% 20,853 $7.7M
Snowden Capital Advisors LLC 0.18% Reduce -1.0% 20,838 $7.7M
Apollon Financial, LLC 0.91% Add +0.2% 20,832 $7.7M
Guardian Wealth Advisors, LLC / NC 0.44% Add +3.8% 20,823 $7.7M
COFG Advisors, LLC 1.32% Add +175.0% 20,714 $7.7M
Atlantic Union Bankshares Corp 0.13% Add +7.4% 20,705 $7.7M
Advus Financial Partners, LLC 1.74% Reduce -0.4% 20,663 $7.6M
Selective Wealth Management, Inc. 2.00% Reduce -15.0% 20,809 $7.6M
Fi3 FINANCIAL ADVISORS, LLC 1.83% Reduce -39.4% 25,168 $7.6M
Harrell Investment Partners, LLC 1.65% Reduce -1.2% 20,580 $7.6M
Hopwood Nicholas Hunter 2.08% Reduce -1.7% 20,501 $7.6M
Successful Portfolios LLC 3.54% Add +3.9% 20,371 $7.6M
Whittier Trust Co. of Nevada Inc. 0.14% Add +0.1% 20,438 $7.6M
Keyes, Stange & Wooten Wealth Management, LLC 3.01% Reduce -4.2% 20,412 $7.6M
Accredited Investors Inc. 0.33% Add +2.6% 20,393 $7.5M
Keener Financial Planning LLC 2.69% Add +12.3% 20,336 $7.5M
Sand Hill Global Advisors, LLC 0.23% Reduce -1.5% 20,334 $7.5M
Entruity Wealth, LLC 4.87% New 20,325 $7.5M
West Paces Advisors Inc. 1.26% Add +2.5% 20,314 $7.5M
Thrive Wealth Management, LLC 0.97% Add +2.8% 20,266 $7.5M
Financial Planning Fort Collins, LLC 5.92% Reduce -6.5% 20,187 $7.5M
Astra Wealth Partners LLC 4.18% Add +1.2% 20,260 $7.5M
Wealth Architects, LLC 0.59% Add +8.3% 20,240 $7.5M
Aries Wealth Management 1.46% Reduce -0.3% 20,037 $7.4M
Perennial Advisors, LLC 1.15% Add +18.5% 20,034 $7.4M
Employees' Retirement Fund of the City of Fort Worth 2.64% New 20,000 $7.4M
Strategic Point Investment Advisors, LLC 0.96% Reduce -2.0% 19,983 $7.4M
Northern Lights Advisors, Inc. 4.00% Add +7.2% 19,842 $7.3M
Align Financial, LLC 3.64% Reduce -49.5% 9,836 $7.3M
True North Advisors, LLC 0.70% Reduce -4.3% 19,739 $7.3M
CDM Financial Counseling Services, Inc. 6.29% Add +5.2% 19,733 $7.3M
MCF Advisors LLC 0.26% Add +2.5% 19,732 $7.3M
Whittier Trust Co. 0.07% Add +27.3% 19,616 $7.3M
Advisory Alpha, LLC 0.18% Reduce -0.7% 19,577 $7.2M
Maripau Wealth Management LLC 2.57% Add +38.5% 19,518 $7.2M
Syntegra Private Wealth Group, LLC 0.56% Add +0.0% 19,503 $7.2M
CIBC Asset Management Inc 0.02% Add +10.5% 19,494 $7.2M
Washington Trust Bank 0.50% Add +0.3% 19,478 $7.2M
Moors & Cabot, Inc. 0.28% Add +6.5% 19,461 $7.2M
Crestwood Advisors Group, LLC 0.11% Add +0.7% 19,459 $7.2M
CBIZ Investment Advisory Services, LLC 0.26% No change 22,438 $7.2M
Midland Wealth Advisors, LLC 0.34% Reduce -3.3% 19,384 $7.2M
Wimmer Associates 1, LLC 3.24% Reduce -0.8% 19,365 $7.2M
Integrated Wealthcare, LLC 5.33% Reduce -1.0% 19,280 $7.1M
Capital Advisors Wealth Management, LLC 0.84% Add +7.3% 19,220 $7.1M
Partners Capital Investment Group, LLP 0.25% Add +0.3% 19,106 $7.1M
First Citizens Bank & Trust Co. 0.11% Reduce -2.1% 19,087 $7.1M
Wind River Trust Co 2.38% No change 19,027 $7.0M
Montis Financial, LLC 1.44% Reduce -0.0% 19,001 $7.0M
Boulder Wealth Advisors, LLC 2.56% New 18,989 $7.0M
Fort Henry Capital, LLC 3.86% Add +3.6% 18,927 $7.0M
Evercore Wealth Management, LLC 0.10% Add +1.1% 18,918 $7.0M
Berger Financial Group, Inc 0.36% Add +0.7% 18,918 $7.0M
Summit Investment Advisory Services, LLC 1.75% Add +0.0% 18,882 $7.0M
L & S Advisors Inc 0.72% Reduce -0.1% 18,863 $7.0M
Blume Capital Management, Inc. 1.03% No change 18,860 $7.0M
Unify Financial Advisors 6.44% Reduce -2.3% 18,850 $7.0M
Daymark Wealth Partners, LLC 0.17% Add +67.1% 18,828 $7.0M
Smith Salley Wealth Management 0.30% Reduce -0.2% 18,805 $7.0M
Rockwood Wealth Management, LLC 0.44% Add +3.9% 18,804 $7.0M
Cutler Investment Counsel LLC 0.65% Reduce -1.6% 18,791 $7.0M
Mitchell Sinkler & Starr 2.89% Add +8.2% 18,735 $6.9M
Jim Saulnier & Associates, LLC 2.79% Add +33.9% 18,734 $6.9M
Meridian Wealth Partners, LLC 0.84% Add +216.8% 18,686 $6.9M
Five Pine Wealth Management 3.91% Add +1.1% 18,684 $6.9M
Alpha Capital Advisors Inc. 5.96% Reduce -2.6% 18,664 $6.9M
Fort Point Capital Partners LLC 0.74% Add +12.9% 18,653 $6.9M
TD Private Client Wealth LLC 0.13% Reduce -7.0% 18,650 $6.9M
Riverview Capital Advisers, LLC 1.98% Reduce -0.9% 18,632 $6.9M
Fiduciary Alliance LLC 0.46% Add +4.0% 18,577 $6.9M
SHP Wealth Management 0.47% Reduce -0.5% 18,545 $6.9M
Atlas Capital Advisors Inc. 0.75% Reduce -0.1% 18,446 $6.8M
Mitchell McLeod Pugh & Williams Inc. 0.84% Add +5.1% 18,421 $6.8M
ACT Advisors, LLC. 2.27% Reduce -2.1% 18,414 $6.8M
Naples Global Advisors, LLC 0.42% Reduce -0.1% 18,385 $6.8M
DT Investment Partners, LLC 0.51% Reduce -0.3% 18,384 $6.8M
Traveka Wealth, LLC 2.26% Reduce -1.4% 18,383 $6.8M
Mayflower Financial Advisors, LLC 0.59% Reduce -4.2% 18,337 $6.8M
Evergreen Capital Management LLC 0.12% Reduce -0.1% 18,306 $6.8M
Martin Capital Advisors, LLP 3.55% Reduce -0.4% 18,295 $6.8M
PKS Advisory Services, LLC 1.08% Add +2.8% 18,287 $6.8M
Elite Financial, Inc. 2.72% Add +3.5% 18,218 $6.7M
Arete Wealth Advisors, LLC 0.45% Reduce -3.2% 18,199 $6.7M
BNP Paribas Financial Markets 0.00% Add +15.1% 18,152 $6.7M
American Trust 0.52% Add +1.5% 18,143 $6.7M
Guyasuta Investment Advisors Inc. 0.35% Add +1.6% 18,122 $6.7M
Heartland Bank & Trust Co 1.38% No change 18,072 $6.7M
Bedel Financial Consulting, Inc. 0.64% Add +4.2% 18,045 $6.7M
Legacy Wealth Advisors, LLC 2.89% Reduce -0.6% 18,035 $6.7M
Moody LYNN Lieberson & Walker, LLC 0.35% Add +0.1% 18,026 $6.7M
Optima Capital LLC 2.63% Reduce -0.0% 17,981 $6.7M
Arista Wealth Management, LLC 0.71% Reduce -0.1% 17,850 $6.6M
Charis Legacy Partners, LLC 8.12% Add +1.3% 17,847 $6.6M
Lunt Capital Management, Inc. 2.42% Reduce -2.0% 17,831 $6.6M
Cannell & Spears LLC 0.12% Reduce -0.2% 17,750 $6.6M
WoodTrust Financial Corp 0.78% Reduce -5.2% 17,750 $6.6M
RIA Advisory Group LLC 1.46% Reduce -85.7% 17,718 $6.6M
Advisors Capital Management, LLC 0.07% Reduce -1.7% 17,710 $6.6M
FreeGulliver LLC 2.31% Add +0.6% 17,690 $6.5M
Hurlow Wealth Management Group, Inc. 1.36% Reduce -0.1% 17,672 $6.5M
Bogart Wealth, LLC 0.22% Add +1.8% 17,615 $6.5M
Intrua Financial, LLC 0.62% Reduce -14.7% 17,593 $6.5M
55 North Private Wealth, LLC 1.28% Reduce -0.1% 17,564 $6.5M
R. W. Roge & Company, Inc. 2.75% Reduce -0.0% 17,534 $6.5M
Navigate Wealth Management, LLC 4.01% Reduce -0.5% 17,639 $6.5M
Durante & Waters, LLC 4.24% Reduce -5.4% 17,494 $6.5M
Lakeside Advisors, INC. 4.07% No change 17,473 $6.5M
Moisand Fitzgerald Tamayo, LLC 0.63% Add +4.0% 17,467 $6.5M
1015 Capital Partners, LLC 5.39% No change 17,393 $6.4M
Cullen/Frost Bankers, Inc. 0.06% Reduce -22.0% 17,379 $6.4M
EdgeRock Capital LLC 1.46% Add +0.3% 17,372 $6.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.06% Reduce -5.0% 17,363 $6.4M
Old National Bancorp 0.13% Reduce -30.5% 17,294 $6.4M
SeaCrest Wealth Management, LLC 0.71% Add +0.8% 17,256 $6.4M
Coyle Financial Counsel LLC 1.16% Add +0.0% 17,222 $6.4M
Traynor Capital Management, Inc. 0.30% Add +5.1% 17,191 $6.4M
Legacy Financial Advisors, Inc. 0.77% Reduce -3.5% 17,169 $6.4M
Strategic Financial Group, LLC 6.07% Reduce -0.4% 17,120 $6.3M
Parkwoods Wealth Partners, LLC 1.02% Add +448.8% 17,079 $6.3M
Financial Solutions Advisory Group, Inc. 0.80% Add +3.2% 17,012 $6.3M
Prospect Financial Group LLC 5.09% Reduce -0.8% 17,067 $6.3M
Flagship Private Wealth, LLC 2.23% Reduce -3.2% 17,059 $6.3M
Rockingstone Advisors LLC 2.53% No change 17,000 $6.3M
Selby Wealth Management, LLC 2.23% Reduce -0.4% 16,968 $6.3M
Fifth Third Wealth Advisors LLC 0.18% Add +2.3% 16,932 $6.3M
Clear Creek Financial Management, LLC 0.40% Reduce -4.1% 16,906 $6.3M
Value Investment Professionals, LLC 5.25% New 16,868 $6.2M
NBT Bank, N.A. 0.41% Reduce -73.0% 16,764 $6.2M
American Financial Advisors, LLC 0.75% Reduce -0.8% 16,738 $6.2M
Bryn Mawr Trust Advisors, LLC 0.27% Add +3.7% 16,564 $6.1M
Maseco LLP 0.17% Reduce -3.6% 16,565 $6.1M
Quartz Partners, LLC 2.01% No change 16,546 $6.1M
Larson Financial Group LLC 0.16% Add +5.3% 16,519 $6.1M
West Financial Advisors, LLC 0.93% Add +5.9% 16,509 $6.1M
ARK & TLK Investments, LLC 1.51% Reduce -2.6% 16,504 $6.1M
Strid Group, LLC 0.67% Add +2.6% 16,362 $6.1M
Bayban 4.63% Add +5.6% 16,326 $6.0M
Pallas Capital Advisors LLC 0.19% Add +8.0% 16,323 $6.0M
Friday Financial 1.62% Reduce -1.5% 16,325 $6.0M
FAS Wealth Partners, Inc. 0.31% Reduce -0.4% 16,276 $6.0M
First Citizens Financial Corp 2.52% Reduce -1.9% 16,270 $6.0M
Wescott Financial Advisory Group, LLC 0.47% Reduce -1.9% 16,250 $6.0M
NavPoint Financial, Inc. 2.21% Reduce -1.1% 16,098 $6.0M
Talisman Wealth Advisors LLC 4.43% Add +1.8% 16,090 $6.0M
Capital Asset Managemnet, LLC 13.37% Reduce -5.7% 16,049 $5.9M
D.B. Root & Company, LLC 1.26% Reduce -2.3% 16,004 $5.9M
Earned Wealth Advisors, LLC 0.38% Reduce -23.2% 15,993 $5.9M
Strategic Financial Planning, Inc. 3.08% New 15,925 $5.9M
Lam Group, Inc. 2.92% Add +0.0% 15,893 $5.9M
Acorn Wealth Advisors, LLC 1.43% Add +0.3% 15,877 $5.9M
Harbor Asset Planning, Inc. 4.40% Add +0.1% 15,839 $5.9M
Providence First Trust Co 1.64% Add +1.6% 15,834 $5.9M
LRI Investments, LLC 0.47% Add +0.0% 15,832 $5.9M
High Net Worth Advisory Group LLC 1.24% Add +1.0% 15,720 $5.8M
Keel Point, LLC 0.34% Add +7.2% 15,716 $5.8M
Investment Advisory Group, LLC 1.26% Add +8.4% 15,714 $5.8M
Consolidated Portfolio Review Corp 0.48% Reduce -1.3% 15,707 $5.8M
Advisory Solutions Group, LLC 1.99% — 15,702 $5.8M
Cassaday & Co Wealth Management LLC 0.11% Add +1.2% 15,629 $5.8M
Washington Trust Advisors, Inc. 0.43% Add +3.1% 15,617 $5.8M
Provident Living Financial Services, Inc. 5.69% Reduce -2.1% 15,598 $5.8M
Summit Wealth Group LLC / Co. 0.48% Reduce -2.1% 15,551 $5.8M
Eclectic Associates Inc. 0.65% Reduce -2.6% 15,531 $5.7M
Verum Partners LLC 0.86% Reduce -8.5% 15,436 $5.7M
Atlas Legacy Advisors, LLC 0.84% Reduce -0.5% 15,406 $5.7M
Geometric Wealth Advisors 0.62% Add +10.3% 15,370 $5.7M
Aspen Investment Management Inc 1.53% Add +6.4% 15,349 $5.7M
Quarry Hill Advisors, LLC 2.18% Reduce -0.8% 15,306 $5.7M
Unique Wealth, LLC 0.66% Add +173.7% 15,249 $5.6M
Mission Creek Capital Partners, Inc. 0.99% Add +3.9% 15,231 $5.6M
Hohimer Wealth Management, LLC 0.58% Add +11.0% 15,228 $5.6M
Indiana Trust & Investment Management Co 1.54% No change 15,194 $5.6M
Cynosure Group, LLC 0.84% Add +15.4% 15,181 $5.6M
Maimon Wealth Management LTD. 4.32% Add +6.6% 15,148 $5.6M
Foresight Capital Management Advisors, Inc. 2.72% Reduce -0.4% 15,112 $5.6M
Quadcap Wealth Management, LLC 0.54% Add +5.1% 15,051 $5.6M
Advocate Group LLC 0.84% Reduce -17.1% 15,029 $5.6M
WealthBridge Capital Management, LLC 1.10% Add +1.7% 15,018 $5.6M
Shakespeare Wealth Management, LLC 1.47% Add +0.3% 14,982 $5.5M
Iron Gate Global Advisors LLC 0.54% Reduce -1.3% 14,981 $5.5M
Milestone Investment Advisors LLC 1.20% Add +0.2% 14,968 $5.5M
Fiduciary Financial Advisors 0.56% Add +776.2% 14,896 $5.5M
Blueprint Investment Partners LLC 0.46% Add +14.3% 14,860 $5.5M
Single Point Partners, LLC 0.97% Add +0.7% 14,854 $5.5M
GWN Securities Inc. 0.92% Reduce -0.3% 14,835 $5.5M
Councilmark Asset Management, LLC 2.90% Add +1.9% 14,829 $5.5M
Kintra Wealth, LLC 0.29% Add +25.9% 14,278 $5.5M
Spire Wealth Management 0.17% Reduce -26.8% 14,823 $5.5M
Asset Dedication, LLC 0.34% Add +15.1% 14,801 $5.5M
Capasso Planning Partners LLC 2.73% Reduce -0.3% 14,782 $5.5M
Fingerlakes Wealth Management, Inc. 2.94% Reduce -0.7% 14,751 $5.5M
Stonebridge Financial Group, LLC 0.41% Add +0.9% 14,714 $5.4M
Kendall Capital Management 0.91% Add +2.6% 14,711 $5.4M
DKM Wealth Management, Inc. 3.55% Add +0.0% 14,675 $5.4M
BOK Financial Private Wealth, Inc. 0.28% Reduce -1.6% 14,651 $5.4M
Andrews Advisory Associates, LLC 2.60% Reduce -0.2% 14,619 $5.4M
Bluestem Financial Advisors, LLC 1.89% Reduce -10.6% 14,581 $5.4M
Madrid Wealth Management, LLC 3.53% Reduce -0.4% 14,537 $5.4M
Bright Financial Advisors, Inc. 2.24% Reduce -1.6% 14,485 $5.4M
Gerber, LLC 2.52% Add +0.1% 14,482 $5.4M
Rf&l Wealth Management, LLC 3.61% Reduce -3.9% 14,427 $5.3M
Biltmore Family Office, LLC 0.70% Reduce -0.1% 14,418 $5.3M
Vicus Capital 0.34% Reduce -3.5% 14,408 $5.3M
Hanson & Doremus Investment Management 0.54% Reduce -11.3% 14,376 $5.3M
Innealta Capital, LLC 2.83% Add +1.2% 14,344 $5.3M
Hills Bank & Trust Co 0.23% Add +5.9% 14,308 $5.3M
City Holding Co. 0.60% Reduce -7.6% 14,283 $5.3M
Diversified Management Inc. 1.13% Add +0.2% 14,273 $5.3M
Cherry Tree Wealth Management, LLC 0.99% Add +10.3% 14,210 $5.3M
Elmwood Wealth Management, Inc. 1.31% Add +2.0% 14,204 $5.3M
Studio Investment Management LLC 0.89% Reduce -15.9% 14,188 $5.3M
Narus Financial Partners, LLC 1.35% Reduce -1.7% 14,176 $5.2M
Roehl & Yi Investment Advisors, LLC 1.73% Reduce -0.2% 44,959 $5.2M
Aurdan Capital Management, LLC 1.33% No change 14,153 $5.2M
Old Peak Finance LLC 2.53% Add +0.4% 14,127 $5.2M
BCS Wealth Management 0.94% Reduce -3.2% 14,088 $5.2M
Deroy & Devereaux Private Investment Counsel Inc. 0.22% Reduce -34.0% 14,054 $5.2M
Legal Advantage Investments, Inc. 1.82% No change 14,049 $5.2M
Clifford Swan Investment Counsel LLC 0.17% Reduce -4.4% 14,031 $5.2M
Altura Wealth Advisors Inc. 1.75% Add +13.8% 14,007 $5.2M
Hardin Capital Partners, LLC 2.40% Add +0.8% 13,969 $5.2M
Avant Capital LLC 3.24% Add +5.4% 13,982 $5.2M
First National Bank of Mount Dora, Trust Investment Services 1.03% No change 13,955 $5.2M
First Trust Advisors LP 0.00% Add +3.6% 13,948 $5.2M
Clear Retirement Advice LLC 3.53% Add +0.8% 13,943 $5.2M
Catalyst Financial Partners LLC 0.51% Add +14.9% 13,933 $5.2M
Flagstar Securities, Inc. 1.55% Reduce -0.9% 13,893 $5.1M
O'ROURKE & COMPANY, Inc 1.79% Reduce -0.0% 13,867 $5.1M
Clear Trail Advisors, LLC 0.78% Add +234.7% 13,864 $5.1M
Walkner Condon Financial Advisors LLC 0.59% Add +28.3% 13,842 $5.1M
Csenge Advisory Group 0.21% Add +7.2% 13,803 $5.1M
Rodgers & Associates, LTD 0.46% Add +0.0% 13,786 $5.1M
Cantor Fitzgerald Investment Advisors L.P. 0.34% Reduce -3.0% 13,778 $5.1M
Nemes Rush Group LLC 0.42% Add +0.0% 13,746 $5.1M
HBW Advisory Services LLC 0.46% Reduce -8.5% 13,689 $5.1M
Financial Alternatives, Inc 2.47% Reduce -5.1% 13,547 $5.0M
Medallion Wealth Advisors, LLC 1.57% Reduce -49.3% 13,490 $5.0M
Bear Mountain Capital, Inc. 1.45% No change 13,449 $5.0M
White Lighthouse Investment Management Inc. 0.62% Reduce -1.6% 13,481 $5.0M
CogentBlue Wealth Advisors, LLC 2.86% Reduce -3.9% 13,473 $5.0M
Woodside Wealth Management LLC 3.47% Reduce -0.4% 13,468 $5.0M
Kaufman Rossin Wealth, LLC 2.36% Reduce -1.2% 13,407 $5.0M
Sentry LLC 1.39% Add +0.3% 13,455 $5.0M
Creekside Partners 1.80% Reduce -4.3% 13,432 $5.0M
Values Added Financial LLC 1.79% Add +0.1% 13,366 $4.9M
Exchange Bank 3.08% Add +19.9% 13,366 $4.9M
United Bank 0.58% Reduce -11.3% 13,300 $4.9M
TruNorth Capital Management, LLC 0.79% Reduce -0.5% 13,257 $4.9M
Twin Lakes Capital Management, LLC 1.87% Add +0.3% 13,238 $4.9M
Cascade Investment Advisors, Inc. 2.67% Add +7.1% 13,226 $4.9M
Red Door Wealth Management, LLC 0.45% Add +1.4% 13,223 $4.9M
May Hill Capital, LLC 1.02% Add +8.7% 13,214 $4.9M
Forza Wealth Management, LLC 1.49% Add +3.0% 13,161 $4.9M
BNC Wealth Management, LLC 1.18% Reduce -0.7% 13,154 $4.9M
IF Advisors, LLC 3.20% Add +0.2% 13,152 $4.9M
Money Concepts Capital Corp. 0.23% Reduce -0.6% 13,149 $4.9M
Laurel Oak Wealth Management, LLC 0.71% Add +2.5% 13,148 $4.9M
Brown Miller Wealth Management, LLC 1.22% No change 13,138 $4.9M
Letson Investment Management, Inc. 1.78% No change 13,125 $4.9M
Carolina Wealth Management Inc 2.23% — 13,108 $4.9M
Silvercrest Asset Management Group LLC 0.03% Reduce -0.9% 13,091 $4.8M
SC&H Financial Advisors, Inc. 0.64% Reduce -0.1% 13,069 $4.8M
Waterloo Capital, L.P. 0.27% Add +25.2% 13,068 $4.8M
Avidian Wealth Enterprises, LLC 0.13% Add +3.4% 13,060 $4.8M
Francis Financial, Inc. 0.79% Reduce -16.5% 13,031 $4.8M
Shepherd Street Advisors LLC 4.23% Add +0.5% 12,936 $4.8M
Donalies Financial Planning, LLC 3.53% Reduce -0.4% 12,956 $4.8M
Crewe Advisors LLC 0.35% Reduce -14.7% 12,955 $4.8M
Sylvest Advisors, LLC 2.16% Reduce -3.2% 12,949 $4.8M
Mattern Wealth Management LLC 0.78% Add +1.4% 12,922 $4.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.24% Reduce -33.0% 12,900 $4.8M
Keb Asset Management, LLC 0.77% Reduce -0.2% 12,898 $4.8M
National Wealth Management Group, LLC 1.48% Add +0.6% 12,896 $4.8M
Bernicke Wealth Management, Ltd. 0.55% Add +1.6% 12,890 $4.8M
Spinnaker Investment Group, LLC 0.76% Add +100.1% 12,874 $4.8M
Pinnacle Financial Group, LLC / IL 1.16% Add +0.8% 12,870 $4.8M
James J. Burns & Company, LLC 0.51% Reduce -0.7% 12,821 $4.7M
Everest Private Wealth 1.76% Add +0.0% 12,771 $4.7M
XML Financial, LLC 0.34% Add +23.5% 12,754 $4.7M
Pegasus Asset Management, Inc. 1.34% Reduce -0.7% 12,744 $4.7M
Curry Webb Wealth Management LLC 1.95% Reduce -13.8% 12,702 $4.7M
Aegis Wealth Management LLC 2.21% No change 12,681 $4.7M
626 Financial, LLC 1.83% Add +0.2% 12,662 $4.7M
Tred Avon Family Wealth, LLC 1.44% Reduce -4.4% 12,657 $4.7M
Transcend Capital Advisors, LLC 0.32% Reduce -5.0% 12,655 $4.7M
WNY Asset Management, LLC 0.42% Add +8.5% 12,643 $4.7M
Bridge Generations Wealth Management LLC 2.37% Add +3.1% 12,566 $4.6M
Noble Wealth Partners LLC 4.04% — 12,562 $4.6M
Strathmore Capital Advisors, Inc. 1.25% Add +0.1% 12,570 $4.6M
Acropolis Investment Management, LLC 0.18% Reduce -2.4% 12,523 $4.6M
Embree Financial Group 0.46% Reduce -2.3% 12,501 $4.6M
Summit Global Investments 0.25% Reduce -0.6% 12,497 $4.6M
Certified Advisory Corp 0.37% Add +2.9% 12,487 $4.6M
WESPAC Advisors, LLC 2.25% Add +392.6% 12,449 $4.6M
Element Wealth, LLC 1.73% Reduce -0.3% 12,449 $4.6M
Strategies Wealth Advisors, LLC 0.41% Reduce -2.1% 12,432 $4.6M
Boston Research & Management Inc. 1.02% No change 12,380 $4.6M
Bridgewealth Advisory Group, LLC 0.86% Add +0.6% 12,371 $4.6M
Sequent Planning LLC 0.98% Add +2.5% 12,371 $4.6M
Lake Street Private Wealth, LLC 0.52% No change 12,301 $4.6M
Madrona Financial Services, LLC 0.84% Reduce -15.4% 12,295 $4.5M
Dynasty Wealth Management, LLC 0.03% Reduce -0.6% 12,274 $4.5M
Kestra Investment Management, LLC 0.09% Add +2.3% 12,270 $4.5M
CFS Investment Advisory Services, LLC 0.30% Add +0.1% 12,307 $4.5M
Fairway Wealth LLC 1.04% Add +2.7% 12,258 $4.5M
Mayfair Advisory Group, LLC 1.37% Add +0.5% 12,429 $4.5M
Everstar Asset Management, LLC 2.18% Reduce -0.1% 12,229 $4.5M
Hendershot Investments Inc. 0.59% Add +0.0% 12,199 $4.5M
Trevian Wealth Management LLC 1.91% Reduce -37.0% 12,096 $4.5M
Aprio Wealth Management, LLC 0.22% Reduce -1.6% 12,049 $4.5M
Fiduciary Group, LLC 0.35% Add +0.7% 12,036 $4.5M
DecisionPoint Financial, LLC 0.82% Reduce -3.0% 12,057 $4.5M
Fulton Bank, N.A. 0.14% Reduce -12.8% 12,012 $4.4M
Canvas Wealth Advisors, LLC 0.62% Add +0.1% 11,956 $4.4M
Bison Wealth, LLC 0.41% Add +25.4% 11,874 $4.4M
Oxford Wealth Group, LLC 1.97% Add +8.0% 11,892 $4.4M
DiPaolo Financial Group, Inc. 2.87% Reduce -2.6% 11,891 $4.4M
Carl P. Sherr & Co., LLC 1.84% Add +0.4% 11,848 $4.4M
Phillip James Consulting Co. 2.93% Reduce -18.7% 11,845 $4.4M
Huntington National Bank 0.03% Reduce -0.2% 11,831 $4.4M
Pps&v Asset Management Consultants, Inc. 2.36% Reduce -20.6% 11,827 $4.4M
Treasure Coast Financial Planning 2.13% No change 11,814 $4.4M
Legacy Wealth Management, LLC / MS 1.12% Reduce -0.0% 11,755 $4.3M
Hoese & Co LLP 2.82% No change 11,729 $4.3M
Clark Capital Management Group, Inc. 0.02% Reduce -3.9% 11,718 $4.3M
American Wealth Advisors, LLC 4.07% Add +0.6% 11,708 $4.3M
Global Assets Advisory, LLC 0.94% Add +313.4% 11,686 $4.3M
TRB Wealth Management, LLC 0.57% Add +0.1% 11,667 $4.3M
Tyche Wealth Partners LLC 0.61% Reduce -2.1% 11,653 $4.3M
Royal Fund Management, LLC 0.36% Reduce -2.4% 11,650 $4.3M
Lynx Investment Advisory 1.41% Add +711.8% 11,633 $4.3M
Gilpin Wealth Management, LLC 2.98% Add +0.3% 11,631 $4.3M
Boyum Wealth Architects LLC 1.71% Reduce -2.2% 11,631 $4.3M
Gallacher Capital Management LLC 2.40% Reduce -1.1% 11,573 $4.3M
Financial Strategies Group, Inc. 0.68% Reduce -3.3% 11,565 $4.3M
Peak Retirement Planning, Inc. 0.68% Reduce -7.5% 11,526 $4.3M
Ascent Group, LLC 0.13% Add +2.5% 11,498 $4.3M
Yoder Wealth Management, Inc. 1.66% Add +0.5% 11,476 $4.2M
Kwmg, LLC 0.31% Reduce -0.7% 11,447 $4.2M
Icon Wealth Advisors, LLC 0.26% Add +0.3% 11,443 $4.2M
Foguth Wealth Management, LLC. 0.48% Add +6.4% 11,544 $4.2M
Cambria Investment Management, L.P. 0.21% Reduce -19.5% 11,355 $4.2M
Syon Capital LLC 0.18% Add +195.4% 11,353 $4.2M
HC Advisors, LLC 2.55% Reduce -0.8% 11,330 $4.2M
Signal Tree Financial Partners LLC 2.77% Reduce -0.7% 11,305 $4.2M
Professional Advisory Services Inc. 0.46% No change 11,260 $4.2M
Nicholson Wealth Management Group, LLC 2.46% No change 11,239 $4.2M
Alliance Wealth Advisors, LLC 0.79% No change 11,232 $4.2M
PCA Investment Advisory Services Inc. 1.16% Reduce -1.9% 11,205 $4.1M
Greenhouse Wealth Management, LLC 2.91% Reduce -53.0% 11,202 $4.1M
Sumitomo Mitsui Trust Group, Inc. 0.00% Add +13.1% 11,200 $4.1M
Kohmann Bosshard Financial Services, LLC 0.35% Reduce -3.7% 11,197 $4.1M
ALM First Financial Advisors, LLC 0.70% No change 14,000 $4.1M
Pinnacle Bancorp, Inc. 1.08% Reduce -0.9% 11,182 $4.1M
Oakworth Capital, Inc. 0.20% Add +172.2% 11,171 $4.1M
Drive Wealth Management, LLC 0.73% Reduce -6.4% 11,111 $4.1M
Pettyjohn, Wood & White, Inc. 0.60% Reduce -1.3% 11,100 $4.1M
Lumbard & Kellner, LLC 1.24% Add +0.7% 11,098 $4.1M
Palisade Asset Management, LLC 0.38% No change 11,094 $4.1M
Gilbert & Cook, Inc. 0.47% Reduce -4.2% 11,085 $4.1M
Howard Financial Services, LTD. 0.41% Add +0.3% 11,079 $4.1M
First National Advisers, LLC 0.58% Reduce -1.0% 11,073 $4.1M
Coastal Bridge Advisors, LLC 0.25% Reduce -0.2% 11,059 $4.1M
Valley Financial Group, Inc. 2.02% Reduce -2.5% 11,054 $4.1M
JNBA Financial Advisors 0.31% Reduce -0.7% 11,025 $4.1M
LongView Wealth Management 1.04% Add +2.1% 11,007 $4.1M
Voya Financial Advisors, Inc. 0.36% Add +1.0% 11,091 $4.1M
Peirce Capital Management, LLC 1.49% Reduce -2.2% 10,949 $4.1M
Davis Capital Management 2.39% Reduce -4.0% 10,919 $4.0M
Absolute Capital Management, LLC 1.01% Add +3.1% 10,902 $4.0M
Strategic Advisors LLC 0.88% Reduce -4.2% 10,891 $4.0M
Renasant Bank 2.59% No change 10,881 $4.0M
Aurelius Family Office LLC 1.58% Reduce -0.1% 10,866 $4.0M
Tandem Investment Partners LLC 3.09% Reduce -10.8% 10,838 $4.0M
BLB&B Advisors, LLC 0.15% Reduce -2.7% 10,832 $4.0M
Anchor Investment Management, LLC 0.30% Reduce -3.6% 10,809 $4.0M
Tower Wealth Partners, Inc. 1.97% Add +10.2% 10,804 $4.0M
Old North State Wealth Management, LLC 1.71% Add +73.8% 10,786 $4.0M
Frankly Finances, LLC 3.14% Add +0.2% 10,747 $4.0M
RM Financial Services, LLC 2.95% Add +3.0% 10,725 $4.0M
Security National Bank 0.47% Reduce -2.0% 10,719 $4.0M
Avantax Planning Partners, Inc. 0.10% Add +2.6% 10,661 $3.9M
Sfmg, LLC 0.24% Add +31.4% 10,639 $3.9M
Private Advisory Group LLC 0.22% Reduce -1.1% 10,636 $3.9M
CNB Bank 1.53% No change 10,632 $3.9M
Barton Investment Management 0.53% No change 10,617 $3.9M
Piedmont Capital Management, LLC 1.98% Add +3.4% 10,618 $3.9M
Novak & Powell Financial Services, Inc. 1.85% Reduce -2.0% 10,612 $3.9M
Gradient Investments LLC 0.05% Add +1.6% 10,605 $3.9M
Pacific Excel Wealth Advisors, Inc. 1.52% Add +1168.3% 10,603 $3.9M
Heritage Family Offices, LLP 1.52% Add +7.2% 10,603 $3.9M
Grove Bank & Trust 0.39% Reduce -0.5% 10,594 $3.9M
Accretive Wealth Partners, LLC 0.95% Add +27.5% 10,579 $3.9M
Christensen, King & Associates Investment Services, Inc. 1.55% No change 10,574 $3.9M
Flatrock Wealth Partners LLC 1.54% No change 10,569 $3.9M
FF Advisors,LLC 1.46% Reduce -0.1% 10,560 $3.9M
Daybright Advisory Services, Inc. 0.93% Add +0.2% 10,610 $3.9M
Lantern Wealth Advisors, LLC 1.79% Reduce -3.1% 10,547 $3.9M
Mainsail Asset Management, LLC 1.52% Reduce -0.1% 10,585 $3.9M
Aviance Capital Partners, LLC 0.40% Reduce -2.8% 10,486 $3.9M
Simplicity Wealth,LLC 0.13% Add +33.0% 10,486 $3.9M
HORAN Wealth, LLC 0.48% Reduce -49.5% 10,463 $3.9M
Lazari Capital Management, Inc. 1.20% Add +0.2% 10,449 $3.9M
Lodestone Wealth Management LLC 1.36% Reduce -1.6% 10,438 $3.9M
Prosperity Consulting Group, LLC 0.15% Reduce -2.0% 10,435 $3.9M
Miller Investment Management, LP 0.35% No change 10,429 $3.9M
Outfitters Financial LLC 2.70% Reduce -0.7% 10,389 $3.8M
Investment Advisory Services Group LLC 2.81% Add +3.3% 10,364 $3.8M
Lakewood Asset Management LLC 2.10% Add +2.5% 10,343 $3.8M
Midwestern Financial, LLC 2.68% Reduce -6.3% 10,341 $3.8M
Cura Wealth Advisors, LLC 1.63% Add +5.5% 10,315 $3.8M
Calamos Advisors LLC 0.02% Reduce -53.1% 10,300 $3.8M
Bragg Financial Advisors, Inc 0.10% Reduce -3.8% 10,294 $3.8M
Prime Buchholz LLC 1.37% New 10,265 $3.8M
Alerus Financial NA 0.17% No change 10,263 $3.8M
Princeton Global Asset Management LLC 0.54% Add +1.6% 10,260 $3.8M
Arcus Capital Partners, LLC 1.57% Add +0.2% 10,244 $3.8M
Roof Eidam Maycock Peralta, LLC 0.75% No change 10,239 $3.8M
Kiley Juergens Wealth Management, LLC 0.59% Reduce -1.7% 10,210 $3.8M
Compass Planning Associates Inc 2.04% Reduce -0.2% 10,196 $3.8M
Madden Advisory Services, Inc. 1.35% Reduce -0.5% 10,185 $3.8M
Covestor Ltd 2.18% Add +4.8% 10,182 $3.8M
Ames National Corp. 2.07% No change 10,169 $3.8M
Werba Rubin Papier Wealth Management 0.46% Add +1.8% 10,159 $3.8M
Beam Wealth Advisors, Inc. 0.83% Reduce -2.5% 10,149 $3.8M
Goldstein Advisors, LLC 0.34% Add +64.3% 10,130 $3.7M
Private Wealth Management Group, LLC 0.87% Add +109.1% 10,121 $3.7M
TritonPoint Partners, LLC 0.31% Add +51.5% 10,080 $3.7M
Lee Financial Co 0.48% Reduce -0.1% 10,064 $3.7M
Point Nemo Capital, LLC 1.89% Add +943.8% 10,062 $3.7M
Rathbones Group PLC 0.01% Add +4.4% 10,055 $3.7M
Berkeley Capital Partners, LLC 0.76% Add +0.3% 10,030 $3.7M
One Wealth Management Investment & Advisory Services, LLC 3.89% Reduce -2.5% 10,023 $3.7M
Sovran Advisors, LLC 0.28% Add +74.6% 10,113 $3.7M
Novem Group 0.38% Add +0.5% 9,997 $3.7M
New Republic Capital, LLC 0.85% Add +0.5% 9,996 $3.7M
Dagco, Inc. 0.68% No change 9,994 $3.7M
Integrity Wealth Solutions LLC 1.36% Add +17.1% 9,963 $3.7M
Baldwin Investment Management, LLC 0.36% Add +17.5% 9,962 $3.7M
SwitchPoint Financial Planning, LLC 2.12% Add +8.2% 9,926 $3.7M
Eagle Rock Investment Company, LLC 0.45% No change 9,879 $3.7M
Uptick Partners, LLC 0.57% Add +17.1% 9,845 $3.6M
Beaumont Financial Advisors, LLC 0.23% Reduce -14.1% 9,845 $3.6M
Anderson Hoagland & Co. 0.28% Reduce -5.7% 9,817 $3.6M
Hansen & Associates Financial Group, Inc. 2.08% Add +484.7% 9,771 $3.6M
TopTier Wealth Management, LLC 2.19% Add +1.2% 9,809 $3.6M
YHB Investment Advisors, Inc. 0.23% Reduce -8.7% 9,806 $3.6M
Visionary Wealth Advisors 0.14% Add +1.9% 9,794 $3.6M
Aspire Growth Partners LLC 2.10% Add +0.6% 9,776 $3.6M
Financial Symmetry Inc 1.20% Reduce -0.1% 9,751 $3.6M
Falcon Wealth Planning 0.23% Add +2.1% 9,725 $3.6M
TFO Wealth Partners, LLC 0.39% Add +3.5% 9,709 $3.6M
Clarus Wealth Advisors 1.38% Add +5.8% 9,747 $3.6M
Stone Summit Wealth LLC 0.91% Reduce -0.2% 9,668 $3.6M
Advisors Management Group Inc. 0.59% Reduce -0.5% 9,606 $3.6M
Cornerstone Financial Group, LLC 2.19% Reduce -0.1% 9,599 $3.6M
Eldridge Investment Advisors, Inc. 0.70% Add +13.7% 9,580 $3.5M
Accurate Wealth Management, LLC 0.34% Add +10.6% 9,474 $3.5M
Victory Financial Group, LLC 0.37% Reduce -10.9% 9,521 $3.5M
Cornerstone Advisors Asset Management, LLC 0.46% Reduce -15.5% 9,509 $3.5M
Thompson Investment Management, Inc. 0.40% No change 9,507 $3.5M
Tandem Wealth Advisors LLC 1.40% Reduce -5.3% 9,495 $3.5M
Strategic Financial Partners, Ltd. 1.32% Add +3.6% 9,492 $3.5M
Sellwood Investment Partners LLC 1.24% Reduce -0.2% 9,485 $3.5M
Investment Advisory Services Inc. /TX 1.01% Add +0.0% 9,445 $3.5M
Independence Financial Advisors, LLC 0.91% Add +0.3% 9,435 $3.5M
Pinion Investment Advisors, LLC 0.66% Reduce -3.5% 9,413 $3.5M
Brandywine Oak Private Wealth LLC 0.26% Reduce -2.9% 9,405 $3.5M
S&T Bank 1.04% No change 9,397 $3.5M
TriaGen Wealth Management LLC 0.87% Reduce -0.3% 9,362 $3.5M
Robinhood Asset Management, LLC 0.19% Add +36.9% 9,360 $3.5M
Hantz Financial Services, Inc. 0.05% Add +4.7% 9,314 $3.4M
Rossmore Private Capital 0.28% Add +0.2% 9,311 $3.4M
Diversified Enterprises, LLC 0.17% Add +6.3% 9,301 $3.4M
Caitlin John, LLC 1.89% Add +16.5% 9,292 $3.4M
Sage Financial Group Inc. 0.19% Add +1.1% 9,291 $3.4M
Dash Acquisitions Inc. 0.70% Add +11.7% 9,002 $3.4M
Fulton Breakefield Broenniman LLC 0.20% Reduce -1.0% 9,287 $3.4M
Marotta Asset Management 0.57% Reduce -1.9% 9,282 $3.4M
Madison Wealth Partners, Inc 0.44% Add +8.3% 9,253 $3.4M
Crusonia Wealth Advisors LLC 0.56% Add +1.3% 9,249 $3.4M
Bare Financial Services, Inc 0.78% Reduce -9.3% 9,241 $3.4M
OMNI 360 Wealth, Inc. 1.58% Add +15.3% 9,215 $3.4M
BancFirst Trust & Investment Management 1.44% Reduce -10.8% 9,249 $3.4M
Highline Wealth Partners LLC 0.69% Add +8.4% 9,160 $3.4M
SkyOak Wealth, LLC 0.55% Add +1.4% 9,144 $3.4M
Sound Stewardship, LLC 1.39% Reduce -1.8% 9,125 $3.4M
Bank of Stockton 0.95% Add +3.0% 9,112 $3.4M
Paladin Advisory Group, LLC 2.23% Reduce -0.1% 9,089 $3.4M
Farmers & Merchants Investments Inc. 0.08% Add +0.1% 9,075 $3.4M
Ledyard National Bank 0.27% Reduce -2.9% 9,064 $3.4M
Jackson, Grant Investment Advisers, Inc. 1.04% Reduce -0.2% 9,052 $3.3M
First National Trust Co 0.11% Reduce -1.9% 9,039 $3.3M
Financial Insights, Inc. 0.91% Add +1.9% 9,035 $3.3M
Henson-Edgewater Management, LLC 1.74% Add +5.7% 8,754 $3.3M
Jordan Park Group LLC 0.17% No change 9,025 $3.3M
NorthCoast Asset Management LLC 0.07% Reduce -1.8% 9,024 $3.3M
Innovative Wealth Building LLC 1.94% Add +128.2% 9,014 $3.3M
Members Trust Co 0.10% No change 9,010 $3.3M
WPWealth LLP 0.49% Add +0.0% 8,997 $3.3M
Councilor Wealth, LLC 1.34% No change 8,958 $3.3M
ATLas Financial Planning LLC 2.68% Reduce -0.7% 8,949 $3.3M
Clayton Financial Group LLC 1.83% Reduce -19.5% 8,937 $3.3M
Fee-Only Financial Planning, L.C. 1.77% Reduce -0.1% 8,920 $3.3M
Strategic Financial Services, Inc. 0.14% Add +3.6% 8,911 $3.3M
Adirondack Capital Advisors, LLC 1.77% Add +0.0% 8,902 $3.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +2.9% 8,897 $3.3M
McAdam, LLC 0.13% Add +4.6% 8,888 $3.3M
Synergy Investment Management, LLC 0.79% Reduce -9.2% 8,876 $3.3M
Sulzberger Capital Advisors, Inc. 3.20% Reduce -4.2% 8,865 $3.3M
Tempus Wealth Planning, LLC 0.64% Reduce -0.2% 8,853 $3.3M
Tradition Wealth Management, LLC 0.20% Add +13.9% 8,842 $3.3M
Solstein Capital, LLC 1.12% Add +151.5% 8,835 $3.3M
McGlone Suttner Wealth Management, Inc. 0.38% Add +0.1% 8,823 $3.3M
FMB Wealth Management 1.20% No change 8,806 $3.3M
Tocqueville Asset Management L.P. 0.04% Reduce -8.5% 8,798 $3.3M
Fidelis Capital Partners, LLC 0.19% Reduce -6.9% 8,796 $3.3M
R.H. Investment Group, LLC 2.45% Reduce -23.3% 8,791 $3.3M
J. L. Bainbridge & Co., Inc. 0.26% Add +0.4% 8,787 $3.3M
Glass Jacobson Investment Advisors llc 1.01% Reduce -2.8% 8,782 $3.2M
Centurion Wealth Management LLC 0.78% Reduce -7.6% 8,773 $3.2M
Flywheel Private Wealth LLC 1.60% Add +36.6% 8,771 $3.2M
Cedar Mountain Advisors, LLC 0.56% Add +0.0% 8,768 $3.2M
Matauro, LLC 0.43% Reduce -6.2% 8,756 $3.2M
Fairman Group, LLC 2.54% Reduce -13.3% 8,753 $3.2M
Trinity Wealth Management, LLC 1.03% Add +1.3% 8,742 $3.2M
ICONIQ Capital, LLC 0.09% No change 8,741 $3.2M
EagleClaw Capital Managment, LLC 0.43% No change 8,732 $3.2M
HTG Investment Advisors, Inc. 0.83% Reduce -12.1% 8,710 $3.2M
Trifecta Capital Advisors, LLC 0.41% No change 8,701 $3.2M
W1M Asset Management Ltd 0.03% Add +16.5% 8,695 $3.2M
Sepio Capital, LP 0.16% Add +2.8% 8,681 $3.2M
Wealthedge Investment Advisors, LLC 1.09% Add +141.2% 8,646 $3.2M
Kavar Capital Partners Group, LLC 0.39% Add +0.2% 8,603 $3.2M
Resolute Capital, LLC 1.10% Add +1.3% 8,596 $3.2M
Simmons Bank 0.18% Add +1.5% 8,577 $3.2M
Ally Invest Advisors Inc. 0.19% Add +7.5% 8,576 $3.2M
Greenfield Savings Bank 1.20% Reduce -0.2% 8,563 $3.2M
Ashton Thomas Securities, LLC 0.47% Add +6.5% 8,559 $3.2M
Brio Consultants, LLC 0.37% Reduce -1.2% 8,544 $3.2M
Tradewinds, LLC. 0.71% New 500 $3.1M
Meredith Wealth Planning 0.74% Reduce -12.3% 8,503 $3.1M
Daviman Financial, LLC 1.73% No change 8,492 $3.1M
Silverlake Wealth Management LLC 0.60% Reduce -2.0% 8,484 $3.1M
Fortis Group Advisors, LLC 0.50% Add +7.1% 8,481 $3.1M
Cahill Financial Advisors Inc. 0.30% Add +1.4% 8,437 $3.1M
Kennicott Capital Management LLC 1.45% Add +0.6% 8,431 $3.1M
Twin Peaks Wealth Advisors, LLC 0.71% Add +5.3% 8,428 $3.1M
Buck Wealth Strategies, LLC 0.33% Add +634.9% 8,422 $3.1M
Foster Victor Wealth Advisors, LLC 0.16% Add +3.4% 8,388 $3.1M
Myecfo, LLC 1.17% Add +3.1% 8,410 $3.1M
Montag A & Associates Inc. 0.13% Add +3.5% 8,391 $3.1M
Empire Financial Management Company, LLC 1.23% Add +12.9% 8,381 $3.1M
Manchester Capital Management LLC 0.40% Reduce -8.7% 8,363 $3.1M
Ballast Rock Private Wealth LLC 1.43% Add +0.3% 8,357 $3.1M
KFA Private Wealth Group, LLC 0.74% Add +9.3% 8,355 $3.1M
MSH Capital Advisors LLC 0.54% Add +9.3% 8,318 $3.1M
Keating Financial Advisory Services, Inc. 0.40% Reduce -0.7% 8,305 $3.1M
Arbor Investment Advisors, LLC 0.35% Add +14.3% 8,299 $3.1M
Hegarty Advisors, LLC 2.11% Reduce -0.6% 8,285 $3.1M
Sprinkle Financial Consultants LLC 1.20% No change 8,276 $3.1M
Balanced Wealth Group LLC 0.97% Reduce -2.2% 8,261 $3.1M
Bath Savings Trust Co 0.32% Add +3.2% 8,256 $3.1M
Adirondack Trust Co. 0.91% Reduce -0.1% 8,251 $3.1M
Winch Advisory Services, LLC 0.63% Add +6.7% 8,242 $3.1M
TFB Advisors LLC 1.34% Reduce -1.1% 8,232 $3.0M
Destination Wealth Management 0.07% Add +14.1% 8,216 $3.0M
Monument Capital Management 0.61% Add +3.1% 8,206 $3.0M
Optimus Capital Advisors, LLC 1.63% Add +4.3% 8,188 $3.0M
180 Wealth Advisors, LLC 0.30% Reduce -8.7% 8,187 $3.0M
Yukon Wealth Management, Inc. 0.87% New 8,179 $3.0M
Parkside Financial Bank & Trust 0.21% Add +0.3% 8,171 $3.0M
NCM Capital Management, LLC 0.93% Add +4.3% 8,159 $3.0M
Fiduciary Counselling Inc. 7.44% No change 8,149 $3.0M
American Institute for Advanced Investment Management, LLP 1.74% Add +0.7% 8,144 $3.0M
Armstrong Advisory Group, Inc. 0.18% Add +42.8% 8,140 $3.0M
Wealth Management Strategies, Inc. 1.18% Add +2.1% 8,135 $3.0M
CCG Wealth Management, LLC 0.70% Add +6.3% 8,129 $3.0M
71 West Capital Partners 0.10% Add +1.4% 8,122 $3.0M
United Advisor Group, LLC 0.32% Add +28.7% 8,122 $3.0M
Stonehaven Wealth & Tax Solutions, LLC 2.40% Add +1.9% 8,106 $3.0M
Diesslin Group, Inc. 1.16% Add +4.8% 8,102 $3.0M
Arcadia Wealth Management, Inc. 1.43% Add +1.3% 8,096 $3.0M
Sensible Money, LLC 0.79% Add +25.1% 8,088 $3.0M
Alpha Omega Wealth Management LLC 0.46% Reduce -1.9% 8,083 $3.0M
Yoffe Investment Management, LLC 3.42% No change 8,078 $3.0M
Family Manage LLC 0.31% Add +52.5% 8,066 $3.0M
Tacita Capital Inc 1.62% Add +1.3% 8,062 $3.0M
Prairiewood Capital, LLC 0.77% Add +78.8% 8,005 $3.0M
Performa Ltd (US), LLC 0.48% New 8,000 $3.0M
Orgel Wealth Management, LLC 0.06% Add +20.7% 7,987 $3.0M
Custos Family Office, LLC 1.78% Add +290.9% 7,982 $3.0M
Intellectus Partners, LLC 0.51% Reduce -1.2% 7,975 $3.0M
Valtinson Bruner Financial Planning LLC 0.74% Add +1.6% 7,957 $2.9M
GatePass Capital, LLC 1.14% Reduce -0.2% 7,937 $2.9M
Gateway Investment Advisers LLC 0.03% Add +25.5% 7,935 $2.9M
Center for Financial Planning, Inc. 0.27% No change 7,931 $2.9M
Tillman Hartley LLC 0.66% Reduce -0.3% 26,720 $2.9M
Inspire Advisors, LLC 0.20% Reduce -14.2% 7,918 $2.9M
First American Trust, FSB 0.18% Add +27.1% 7,916 $2.9M
Seed Wealth Management, Inc. 1.85% Add +10.5% 7,915 $2.9M
Comprehensive Money Management Services LLC 1.84% Reduce -2.2% 7,911 $2.9M
Wealth Group Ltd 0.56% Reduce -0.4% 7,900 $2.9M
Avalon Trust Co 0.18% Reduce -18.4% 7,872 $2.9M
Coppell Advisory Solutions LLC 0.24% New 4,590 $2.9M
Coquina Private Wealth LLC 1.97% Add +0.7% 7,835 $2.9M
Vanguard Personalized Indexing Management, LLC 0.02% Add +9.2% 7,821 $2.9M
G2 Capital Management, LLC / Oh 0.63% Add +0.0% 7,796 $2.9M
Stirlingshire Investments, Inc. 2.13% Reduce -9.8% 7,779 $2.9M
CMG Global Holdings, LLC 1.21% Reduce -2.6% 7,742 $2.9M
Delta Financial Advisors LLC 0.68% Add +2.4% 7,730 $2.9M
Plum Street Advisors, LLC 0.91% Add +1.4% 7,714 $2.9M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -29.8% 7,704 $2.9M
LifeGoal Investments, LLC 1.30% Add +0.1% 7,698 $2.8M
Watershed Private Wealth LLC 0.80% Add +0.9% 7,691 $2.8M
L. Roy Papp & Associates, LLP 0.30% Reduce -0.7% 7,669 $2.8M
Colter Lewis Investment Partners LLC 1.26% Add +1.7% 7,666 $2.8M
Orca Investment Management, LLC 2.06% Reduce -1.3% 7,658 $2.8M
Ketron Financial 0.88% Reduce -7.0% 7,642 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.27% Add +12.4% 7,634 $2.8M
Sheets Smith Wealth Management 0.28% Add +1.4% 7,580 $2.8M
Holland Advisory Services, Inc. 3.09% Reduce -1.6% 7,567 $2.8M
Deutsche Bank AG 0.00% Add +213.1% 7,562 $2.8M
Verdence Capital Advisors LLC 0.15% Reduce -9.9% 7,559 $2.8M
Keewaydin Investments LLC 0.81% New 7,548 $2.8M
Keeler Thomas Management LLC 0.99% Add +6.1% 7,534 $2.8M
Federated Hermes, Inc. 0.00% No change 7,525 $2.8M
Main Street Group, LTD 0.69% Add +1.4% 7,525 $2.8M
Members Wealth LLC 1.52% Add +16.6% 7,507 $2.8M
Fiduciary Advisors, Inc. 1.86% No change 7,489 $2.8M
Pasadena Private Wealth, LLC 0.35% Reduce -0.0% 7,472 $2.8M
Colton Groome Financial Advisors, LLC 0.67% Add +74.5% 7,444 $2.8M
Five Oceans Advisors 0.89% Reduce -0.7% 7,444 $2.8M
Legacy Edge Advisors, LLC 0.25% Add +27.9% 7,443 $2.8M
Cromwell Holdings LLC 1.23% New 7,410 $2.7M
Kropog Financial Group, LLC 1.94% Add +1.0% 7,430 $2.7M
HCR Wealth Advisors 0.25% Add +2.8% 7,410 $2.7M
Innova Wealth Partners 1.13% Reduce -15.0% 7,400 $2.7M
Nabity-Jensen Investment Management Inc 1.68% Reduce -4.4% 7,387 $2.7M
LPWM LLC 0.61% Add +1.4% 7,385 $2.7M
Capital Advisors Inc. 0.04% Reduce -28.3% 7,365 $2.7M
McHugh Group, LLC 1.40% Add +0.0% 7,358 $2.7M
Oxbow Advisors, LLC 0.22% Reduce -0.3% 7,353 $2.7M
Centaurus Financial, Inc. 0.11% Add +10.0% 7,349 $2.7M
Northeast Planning Associates, Inc. / NH / 2.03% No change 7,325 $2.7M
Milestone Asset Management Group, LLC 1.36% Add +0.1% 7,322 $2.7M
Mosaic Family Wealth Partners, LLC 0.18% Add +11.2% 7,317 $2.7M
Investors Asset Management of Georgia Inc. /Ga/ 0.94% Reduce -2.1% 7,295 $2.7M
Good Harbor Advisors, Inc. 2.64% Reduce -5.7% 7,283 $2.7M
True Wealth Design, LLC 0.64% Reduce -1.8% 7,268 $2.7M
Tompkins Financial Corp. 0.19% Reduce -7.3% 7,267 $2.7M
Gemmer Asset Management LLC 0.18% Add +0.0% 7,262 $2.7M
Johnson Bixby & Associates, LLC 0.30% Reduce -1.2% 7,223 $2.7M
Xena Financial Planning, LLC 2.56% Add +0.0% 7,197 $2.7M
Archer Investment Management, LLC 0.91% Add +47.2% 7,187 $2.7M
S.E.E.D. Planning Group LLC 0.70% Reduce -1.5% 7,168 $2.7M
Sun Group Wealth Partners 1.81% Add +1.3% 7,167 $2.7M
Stone Wealth Partners 1.93% Add +16.5% 7,121 $2.6M
Pacifica Partners Inc. 0.80% Add +9.4% 7,163 $2.6M
Sfm, LLC 1.35% Reduce -3.1% 7,120 $2.6M
RDA Financial Network 0.57% Add +2.5% 7,090 $2.6M
United Financial Planning Group LLC 1.33% Reduce -1.5% 7,078 $2.6M
Quotient Wealth Partners, LLC 0.06% Reduce -23.6% 7,058 $2.6M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -0.9% 7,037 $2.6M
Hobbs Group Advisors, LLC 0.68% Add +1.3% 7,035 $2.6M
FLC Capital Advisors 0.43% Add +0.4% 7,031 $2.6M
Beaumont Asset Management, L.L.C. 1.01% Add +0.4% 7,029 $2.6M
HFG Advisors, Inc. 1.62% Reduce -0.3% 7,026 $2.6M
Chemistry Wealth Management LLC 0.42% Reduce -1.3% 7,023 $2.6M
Collaborative Capital Advisors LLC 1.63% — 6,983 $2.6M
Mosaic Financial Group, LLC 1.65% Add +0.5% 6,976 $2.6M
LMG Wealth Partners, LLC 0.41% No change 6,970 $2.6M
Peregrine Asset Advisers, Inc. 0.56% Add +16.1% 6,966 $2.6M
Fourth Dimension Wealth, LLC 0.81% Reduce -12.4% 6,965 $2.6M
Baltimore-Washington Financial Advisors, Inc. 0.10% Add +37.4% 6,946 $2.6M
Verus Capital Partners, LLC 0.14% Add +3.2% 6,910 $2.6M
FinDec Wealth Services, Inc. 3.02% Reduce -6.7% 6,905 $2.6M
Accent Capital Management, LLC 1.10% No change 6,902 $2.6M
Manhattan West Asset Management, LLC 0.43% Add +10.7% 6,899 $2.6M
BTG Pactual Asset Management US LLC 0.19% Add +27.7% 6,894 $2.6M
Compass Capital Corp. /Ma/ 0.83% Reduce -55.5% 6,672 $2.5M
RTD Financial Advisors, Inc. 0.28% Add +11.2% 6,884 $2.5M
Latitude Advisors, LLC 1.01% Reduce -1.9% 6,848 $2.5M
Everett Harris & Co. 0.03% Reduce -3.0% 6,837 $2.5M
Whelan Financial 0.69% Reduce -9.3% 6,831 $2.5M
Ironwood Investment Counsel, LLC 0.33% Add +0.6% 6,818 $2.5M
Hilltop Holdings Inc. 0.20% Add +2.0% 6,815 $2.5M
Vawter Financial, Ltd. 0.95% Add +6.4% 6,810 $2.5M
Curtis Advisory Group, LLC 0.49% Reduce -0.4% 6,809 $2.5M
Mad River Investors 0.94% Reduce -22.7% 6,800 $2.5M
Allianz Asset Management GmbH 0.00% No change 6,800 $2.5M
Rossby Financial, LCC 0.46% Add +105.0% 6,788 $2.5M
Ethic Inc. 0.03% Add +489.6% 6,781 $2.5M
Hubbell Strickland Wealth Management, LLC 0.90% Add +2.2% 6,773 $2.5M
Davidson Trust Co. 0.98% Add +17.3% 6,767 $2.5M
Financial Plan, Inc. 0.24% Reduce -6.6% 6,734 $2.5M
Grandview Asset Management LLC 0.62% Add +6.5% 6,730 $2.5M
Bull Oak Capital, LLC 0.83% Reduce -86.3% 6,721 $2.5M
Fort Sheridan Advisors LLC 0.27% Reduce -3.7% 6,721 $2.5M
NWK Group, Inc. 0.77% No change 6,711 $2.5M
Osborne Partners Capital Management, LLC 0.14% Reduce -71.1% 6,703 $2.5M
Veratis Advisors, Inc. 1.75% — 6,700 $2.5M
Capital Asset Advisory Services LLC 0.09% Add +9.1% 6,699 $2.5M
Red Lighthouse Investment Management, LLC 0.74% Reduce -6.1% 6,673 $2.5M
DBK Financial Counsel, LLC 2.07% Reduce -51.1% 6,671 $2.5M
Marble Wealth, LLC 0.38% Add +3.1% 6,655 $2.5M
TFC Financial Management, Inc. 0.27% Add +0.7% 6,627 $2.5M
American Investment Services, Inc. 0.52% Reduce -3.2% 6,612 $2.4M
Pine Valley Investments Ltd Liability Co 0.10% Add +117.8% 6,612 $2.4M
Cascade Wealth Advisors, Inc 0.98% Reduce -3.7% 6,399 $2.4M
Secure Asset Management, LLC 0.34% Reduce -0.1% 6,591 $2.4M
BOS Asset Management, LLC 0.57% Reduce -4.5% 6,586 $2.4M
RS Crum Inc. 0.46% Reduce -1.3% 6,582 $2.4M
BlueSky Wealth Advisors, LLC 0.28% Reduce -8.7% 6,568 $2.4M
Lee, Kelleher & Klein Wealth Management 1.27% No change 6,567 $2.4M
Aquire Wealth Advisors, LLC 0.56% Reduce -0.6% 6,545 $2.4M
Essex Bank 0.52% Reduce -3.7% 6,542 $2.4M
Praetorian Wealth Management, Inc. 0.42% Reduce -15.3% 6,539 $2.4M
HBE Wealth Management, LLC 1.73% Reduce -0.5% 6,518 $2.4M
Perkins Coie Trust Co 0.40% No change 6,516 $2.4M
Wiser Wealth Management, Inc 0.46% Add +2.9% 6,501 $2.4M
Regatta Capital Group, LLC 0.32% Add +1.3% 6,497 $2.4M
Howard Wealth Management, LLC 0.89% Reduce -4.0% 6,492 $2.4M
Founders Financial Alliance, LLC 0.32% Add +17.9% 6,492 $2.4M
Capital Planning LLC 0.70% Add +64.8% 6,490 $2.4M
Allegheny Financial Group 0.25% Reduce -1.1% 6,456 $2.4M
Bill Few Associates, Inc. 0.51% Add +48.1% 6,453 $2.4M
Strategent Financial, LLC 1.38% Reduce -1.1% 6,451 $2.4M
Park Edge Advisors, LLC 0.51% Add +6.6% 6,427 $2.4M
Octavia Wealth Advisors, LLC 0.21% Reduce -15.1% 6,425 $2.4M
Kinetic Wealth Investment Advisors LLC 1.12% — 6,416 $2.4M
Interchange Capital Partners, LLC 0.45% Reduce -5.1% 6,402 $2.4M
Fca Corp. 0.58% Add +16.9% 6,381 $2.4M
Intellus Advisors LLC 0.29% Reduce -3.2% 6,364 $2.4M
Gill Capital Partners, LLC 0.62% Add +0.2% 6,364 $2.4M
Kassira Wealth Management LLC 1.89% Reduce -0.6% 6,361 $2.4M
ATX Financial Planning, LLC 1.56% Reduce -0.6% 6,357 $2.4M
Elevation Wealth Partners, LLC 0.70% Reduce -7.7% 6,352 $2.4M
Nvwm, LLC 0.47% Reduce -34.6% 6,345 $2.3M
Meitav Investment House Ltd. 0.02% New 6,350 $2.3M
Bantamac Capital, LLC 1.66% Add +61.6% 6,338 $2.3M
Cornell Pochily Investment Advisors, Inc. 0.63% Reduce -0.8% 6,313 $2.3M
Clarendon Private LLC 1.50% Reduce -1.8% 6,307 $2.3M
GDS Wealth Management 0.11% Add +35.2% 6,305 $2.3M
Westfuller Advisors, LLC 0.85% Add +0.3% 6,290 $2.3M
Aspiring Ventures, LLC 0.62% Add +0.7% 6,277 $2.3M
Tower Bridge Advisors 0.21% Add +47.4% 6,270 $2.3M
Shepherd Financial Partners LLC 0.19% Add +13.3% 6,267 $2.3M
Golden Road Advisors LLC 1.12% Add +5.6% 6,264 $2.3M
TIAA Wealth Investment Management LLC 0.02% Reduce -60.0% 6,305 $2.3M
Total Clarity Wealth Management, Inc. 0.45% Reduce -20.0% 6,256 $2.3M
Vantus Wealth LLC 1.24% — 6,255 $2.3M
Schaper Benz & Wise Investment Counsel Inc. 0.15% Reduce -4.9% 6,246 $2.3M
Beese Fulmer Investment Management, Inc. 0.13% Reduce -0.1% 6,245 $2.3M
Courier Capital LLC 0.12% Reduce -3.3% 6,235 $2.3M
Pacific Point Advisors, LLC 1.05% Add +22.2% 6,235 $2.3M
Summit Asset Management, LLC 0.30% Add +12.8% 6,228 $2.3M
Vestor Capital, LLC 0.14% Reduce -35.9% 3,355 $2.3M
Florida Financial Advisors, LLC 0.39% Add +11.5% 6,209 $2.3M
Richard C. Young & CO., LTD. 0.17% Reduce -3.0% 6,198 $2.3M
Sharkey, Howes & Javer 0.28% Add +1.7% 6,193 $2.3M
Collaborative Wealth Managment Inc. 0.96% Reduce -2.4% 6,181 $2.3M
Bridges Investment Management Inc. 0.03% Add +43.5% 6,157 $2.3M
Daner Wealth Management, LLC 1.23% Add +0.1% 5,926 $2.3M
TBH Global Asset Management, LLC 0.42% Reduce -0.9% 6,154 $2.3M
Roffman Miller Associates Inc. 0.12% No change 6,150 $2.3M
Cloud Capital Management, LLC 0.83% Add +1.2% 6,161 $2.3M
Nikulski Financial, Inc. 0.49% Reduce -4.7% 6,140 $2.3M
Providence Capital Advisors, LLC 0.34% Reduce -6.3% 6,131 $2.3M
Concord Wealth Partners 0.26% Add +13.5% 6,119 $2.3M
Gentry Private Wealth, LLC 1.17% Reduce -12.6% 6,117 $2.3M
Texas Yale Capital Corp. 0.05% Reduce -2.9% 6,107 $2.3M
Sovereign Financial Group, Inc. 0.35% Add +0.0% 6,102 $2.3M
Kelleher Financial Advisors 0.32% Add +105.2% 6,101 $2.3M
Asset Advisory Group, Inc. 0.99% Reduce -0.8% 6,099 $2.3M
Retirement Income Solutions, Inc. 0.39% No change 7,032 $2.3M
Salem Investment Counselors Inc. 0.06% Reduce -0.5% 6,088 $2.3M
IFC & Insurance Marketing, Inc. 1.98% Add +21.0% 6,083 $2.3M
Trust Co. of Toledo NA 0.19% Add +338.7% 6,067 $2.2M
Wealthquest Corp 0.14% Add +4.2% 6,058 $2.2M
Bay Rivers Group 0.76% Reduce -0.3% 6,009 $2.2M
Wingate Wealth Advisors, Inc. 0.98% Add +8.8% 6,005 $2.2M
Creative Financial Designs Inc. 0.11% Add +13.8% 6,004 $2.2M
ESL Trust Services, LLC 0.38% Add +15.5% 5,996 $2.2M
Summit Wealth Group, LLC 0.45% Reduce -4.3% 5,995 $2.2M
Caldwell Sutter Capital, Inc. 0.83% Reduce -2.4% 5,982 $2.2M
DecisionMap Wealth Management, LLC 1.24% Add +0.1% 5,980 $2.2M
Covenant Asset Management, LLC 0.39% Add +2.1% 5,971 $2.2M
Townsend Asset Management Corp. /NC/ 0.71% Add +41.1% 5,968 $2.2M
Ipswich Investment Management Co., Inc. 0.46% No change 5,941 $2.2M
MBL Wealth, LLC 0.15% Reduce -0.1% 5,930 $2.2M
Mogy Joel R Investment Counsel Inc. 0.13% Add +0.3% 5,924 $2.2M
Echo Wealth Management, LLC 1.12% Add +2.5% 5,914 $2.2M
Petersen Hastings Wealth Advisors Inc. 0.18% Add +31.1% 5,908 $2.2M
Galvin, Gaustad & Stein, LLC 0.16% Add +13.3% 5,907 $2.2M
Proactive Wealth Strategies LLC 0.35% Add +0.1% 5,903 $2.2M
Compass Financial Management LLC 0.27% — 5,730 $2.2M
Town Capital LLC 1.38% Add +3.9% 5,873 $2.2M
WMG Financial Advisors, LLC 0.82% Add +1.8% 5,866 $2.2M
MOR Wealth Management, LLC 0.86% Add +0.7% 5,858 $2.2M
Turn8 Private Wealth Inc. 1.45% Reduce -50.0% 5,854 $2.2M
Investor's Fiduciary Advisor Network, LLC 0.74% Add +30.7% 5,856 $2.2M
Catalyst Private Wealth, LLC 1.04% Add +1.1% 5,847 $2.2M
PGIM Custom Harvest LLC 0.03% Reduce -3.7% 5,842 $2.2M
Baron Financial Group, LLC 1.03% Reduce -1.4% 5,806 $2.1M
RFP Financial Group LLC 0.96% Add +8.9% 5,804 $2.1M
Capital Investment Management, Inc. 0.66% Reduce -0.3% 5,800 $2.1M
Napier Financial, LLC 0.45% Add +3.3% 5,801 $2.1M
MFA Wealth Services 1.28% Add +1.0% 5,791 $2.1M
Muirfield Wealth Advisors LLC 1.40% Reduce -8.5% 5,787 $2.1M
Ethos Financial Group, LLC 0.14% Add +70.9% 5,880 $2.1M
Concentrum Wealth Management 0.51% Reduce -1.5% 5,781 $2.1M
OFS Enterprise LLC 0.55% Add +0.3% 5,775 $2.1M
Prosperity Bancshares Inc 1.39% Reduce -0.4% 5,757 $2.1M
Droms Strauss Advisors Inc. /Mo/ 0.48% New 5,741 $2.1M
Secured Retirement Advisors, LLC 1.09% Reduce -4.0% 5,732 $2.1M
Winter & Associates, Inc. 1.59% Reduce -2.8% 5,723 $2.1M
Forefront Wealth Partners, LLC 0.66% Add +22.0% 5,719 $2.1M
GW&K Investment Management, LLC 0.02% Add +67.3% 5,705 $2.1M
Pointe Capital Management LLC 0.94% Add +0.1% 5,701 $2.1M
Hurley Capital, LLC 1.09% Add +9.6% 5,697 $2.1M
ETF Store, Inc. 1.76% Reduce -1.2% 5,694 $2.1M
Maridea Wealth Management LLC 0.23% Add +113.5% 5,676 $2.1M
GAMMA Investing LLC 0.08% Add +2.6% 5,671 $2.1M
Tudor Investment Corporation 0.01% Reduce -88.3% 5,669 $2.1M
Austin Wealth Management, LLC 0.44% Reduce -0.9% 5,701 $2.1M
Wealth Management Nebraska 0.19% Add +35.9% 5,652 $2.1M
Essex LLC 0.32% Add +0.7% 5,643 $2.1M
Panoramic Capital Partners, LLC 0.99% Add +15.6% 5,640 $2.1M
Alliance Wealth Advisors, LLC 0.83% Reduce -0.2% 5,632 $2.1M
Etesian Wealth Advisors, Inc. 0.61% Add +0.6% 5,621 $2.1M
Cornerstone Capital, Inc. 0.19% Reduce -0.1% 5,620 $2.1M
Sound Income Strategies, LLC 0.09% Add +13.1% 5,617 $2.1M
Trustmark Bank Trust Department 0.12% Reduce -0.3% 5,615 $2.1M
Crux Wealth Advisors 0.72% Reduce -4.3% 5,615 $2.1M
Armbruster Capital Management, Inc. 0.31% Add +82.1% 5,584 $2.1M
SeaBridge Investment Advisors LLC 0.30% Reduce -30.2% 5,582 $2.1M
KMG Fiduciary Partners, LLC 0.19% No change 5,579 $2.1M
JGP Wealth Management, LLC 0.19% Reduce -6.0% 5,578 $2.1M
BDFS Capital LLC 0.90% Add +4.3% 5,576 $2.1M
Montz Harcus Wealth Management LLC 0.73% Add +0.1% 5,575 $2.1M
Sunbeam Capital Management, LLC 0.94% Add +139.2% 5,570 $2.1M
Outlook Wealth Advisors, LLC 0.45% Add +7.9% 5,569 $2.1M
Birchbrook, Inc. 0.96% Reduce -1.7% 5,553 $2.1M
Fortis Capital Management LLC 0.23% Add +3.0% 5,545 $2.1M
Intergy Private Wealth, LLC 0.47% Add +24.9% 5,536 $2.0M
Northeast Investment Management 0.08% Add +0.1% 5,531 $2.0M
Zacks Investment Management 0.01% Reduce -10.7% 5,529 $2.0M
Susquehanna International Group, LLP 0.00% Reduce -94.8% 5,522 $2.0M
Fermata Advisors, LLC 0.41% Add +1.0% 5,504 $2.0M
Meadow Creek Wealth Advisors LLC 1.24% New 5,497 $2.0M
Rice Partnership, LLC 0.25% No change 5,495 $2.0M
Aspen Wealth Management LLC 0.34% Reduce -1.6% 5,489 $2.0M
Kera Capital Partners, Inc. 0.20% Add +19.2% 5,487 $2.0M
Meridian Wealth Advisors, LLC 0.23% Add +0.8% 5,484 $2.0M
EFG International AG 0.04% Reduce -0.1% 5,478 $2.0M
MB Generational Wealth, LLC 0.99% Reduce -5.6% 5,475 $2.0M
ODonnell Financial Services, LLC 0.59% No change 5,462 $2.0M
Private Wealth Partners, LLC 0.15% No change 5,462 $2.0M
Heritage Wealth Advisors 0.07% Add +1.7% 5,459 $2.0M
Impact Capital Partners LLC 0.55% Reduce -6.2% 5,454 $2.0M
Sterling Investment Management, LLC 1.10% Reduce -10.6% 5,440 $2.0M
Chapin Davis, Inc. 0.35% Reduce -0.6% 5,431 $2.0M
Pittenger & Anderson Inc. 0.07% Add +2.2% 5,411 $2.0M
Rowlandmiller & Partners.adv 0.37% Add +2.2% 5,410 $2.0M
Ullmann Wealth Partners Group, LLC 0.18% Add +3.5% 5,410 $2.0M
Security Financial Services, INC. 0.28% Reduce -2.4% 5,394 $2.0M
Chatham Capital Group, Inc. 0.25% No change 5,375 $2.0M
Edgestream Partners, L.P. 0.06% Add +25.8% 5,375 $2.0M
Albion Financial Group 0.11% Add +14.9% 5,359 $2.0M
Powerhouse Assets LLC 1.61% Reduce -0.8% 5,356 $2.0M
Goelzer Investment Management, Inc. 0.09% Reduce -1.0% 5,355 $2.0M
Mullaney, Keating & Wright, Inc. 0.96% Reduce -0.6% 5,348 $2.0M
Perryman Financial Advisory Inc. 0.26% Reduce -3.9% 5,338 $2.0M
Holos Integrated Wealth LLC 0.92% Reduce -5.5% 5,341 $2.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.42% Reduce -7.8% 5,334 $2.0M
Richmond Investment Services, LLC 0.62% Reduce -56.3% 5,333 $2.0M
Parthenon LLC 0.21% Reduce -1.4% 5,332 $2.0M
Grand Wealth Management, LLC 0.82% Add +6.3% 5,325 $2.0M
Base Wealth Management LLC 0.91% Add +2.0% 5,314 $2.0M
Elgethun Capital Management 0.27% Add +0.5% 5,294 $2.0M
Magnus Financial Group LLC 0.14% Reduce -1.8% 5,293 $2.0M
Financial Council, LLC 0.63% Add +2.6% 5,284 $2.0M
Wealth Analytics Partners, LLC 0.71% Add +0.8% 5,265 $2.0M
IFG Advisors, LLC 0.27% Reduce -1.6% 5,278 $2.0M
Sittner & Nelson, LLC 0.61% Add +11.1% 5,266 $1.9M
One Charles Private Wealth Services, LLC 0.45% Add +2.9% 5,265 $1.9M
Worth Asset Management, LLC 0.62% Add +52.5% 5,261 $1.9M
Purkiss Capital Advisors LLC 0.74% Reduce -0.2% 5,232 $1.9M
Paulson Wealth Management Inc. 0.41% Reduce -1.3% 5,231 $1.9M
Brickley Wealth Management 0.28% Add +24.3% 5,221 $1.9M
Pandowealth. LLC 1.59% Add +0.2% 5,219 $1.9M
Entrewealth, LLC 0.71% Add +190.7% 5,087 $1.9M
Murphy & Mullick Capital Management Corp 1.20% Add +4.1% 5,209 $1.9M
SP Asset Management LLC 0.15% Add +0.2% 5,206 $1.9M
Breakwater Capital Group 0.23% Add +7.0% 5,204 $1.9M
V2 Financial group LLC 0.72% Add +23.4% 5,197 $1.9M
Oarsman Capital, Inc. 0.20% Reduce -4.9% 5,194 $1.9M
Cypress Capital Group 0.18% Reduce -0.4% 5,191 $1.9M
Performance Wealth Partners, LLC 0.05% Reduce -2.9% 5,173 $1.9M
German American Bancorp, Inc. 0.14% No change 5,170 $1.9M
Penobscot Investment Management Company, Inc. 0.13% Add +2.3% 5,161 $1.9M
Courage Miller Partners, LLC 0.50% Add +0.0% 5,156 $1.9M
Paragon Capital Management Inc. 1.43% Reduce -18.9% 5,155 $1.9M
Financial Management Network Inc. 0.27% Add +20.0% 5,193 $1.9M
Seal Cove Capital, LLC 1.46% Reduce -16.3% 5,138 $1.9M
Harbor Group, Inc. 0.22% Add +0.3% 5,131 $1.9M
St Germain D J Co. Inc. 0.07% Reduce -0.8% 5,131 $1.9M
Realta Investment Advisors 0.59% Reduce -5.4% 5,120 $1.9M
Objective Capital Management, LLC 1.68% Reduce -2.9% 5,118 $1.9M
Ted Buchan & Co 0.62% No change 5,116 $1.9M
Morton Brown Family Wealth, LLC 0.43% Add +3.7% 5,090 $1.9M
HWG Holdings LP 0.42% No change 5,079 $1.9M
Hourglass Capital, LLC 0.37% No change 5,059 $1.9M
Cahaba Wealth Management, Inc. 0.11% Reduce -5.6% 5,056 $1.9M
Windsor Advisory Group, LLC 1.36% Add +158.0% 5,051 $1.9M
Vilga Financial Planning LLC 1.41% Add +1.1% 5,048 $1.9M
Dopkins Wealth Management, LLC 0.68% Add +113.5% 5,044 $1.9M
Solidarity Wealth, LLC 0.33% Reduce -0.3% 5,043 $1.9M
Ascent Wealth Partners, LLC 0.19% Reduce -31.4% 5,043 $1.9M
FourThought Financial Partners, LLC 0.14% Add +5.1% 5,039 $1.9M
Lane Brothers & Co. Inc. 1.22% No change 5,034 $1.9M
SageGuard Financial Group, LLC 0.26% Reduce -0.3% 5,028 $1.9M
Pursue Wealth Partners LLC 1.04% No change 5,024 $1.9M
VestGen Investment Management 0.99% Add +1.1% 5,022 $1.9M
Harbour Capital Advisors, LLC 0.34% Reduce -0.8% 4,986 $1.9M
BKM Wealth Management, LLC 0.66% Reduce -4.0% 5,003 $1.9M
AtlasMark Financial, Inc 0.91% No change 5,000 $1.9M
SmartHarvest Portfolios, LLC 0.60% No change 4,997 $1.8M
Thrive Capital Management, LLC 0.35% Add +0.6% 4,970 $1.8M
Morton Capital Management LLC 0.25% Reduce -18.1% 4,966 $1.8M
AF Advisors, Inc. 0.90% Reduce -0.6% 4,966 $1.8M
Graetz Wealth LLC 1.46% Add +1.5% 4,948 $1.8M
Bernardo Wealth Planning LLC 0.31% Reduce -5.5% 4,945 $1.8M
Revisor Wealth Management LLC 0.44% Reduce -3.3% 4,933 $1.8M
Conscious Wealth Investments, LLC 0.93% No change 4,921 $1.8M
Miller Capital Partners, Inc. 0.71% No change 4,912 $1.8M
Valley National Advisers Inc. 0.20% Reduce -0.7% 4,912 $1.8M
Tannin Capital LLC 1.19% Reduce -4.2% 4,905 $1.8M
HHM Wealth Advisors, LLC 0.18% Reduce -2.2% 4,886 $1.8M
SimpliFi, Inc. 0.71% Reduce -6.9% 4,876 $1.8M
Disciplined Investors, L.L.C. 0.90% Reduce -4.8% 4,843 $1.8M
Allie Family Office LLC 0.66% New 4,823 $1.8M
Shira Ridge Wealth Management 0.62% Add +1.9% 4,817 $1.8M
Wealth Dimensions Group, Ltd. 0.32% Reduce -1.5% 4,814 $1.8M
1 North Wealth Services LLC 0.58% No change 4,808 $1.8M
Wellington Grp LLC 0.47% Add +16.5% 4,805 $1.8M
Next Level Private LLC 0.35% Reduce -3.8% 4,795 $1.8M
Creative Capital Management Investments LLC 0.41% Reduce -1.0% 4,783 $1.8M
BCK Partners, Inc. 0.85% Reduce -5.4% 4,778 $1.8M
IronBridge Private Wealth, LLC 0.58% Reduce -24.4% 4,763 $1.8M
Pacific Financial Group Inc. 0.84% Add +2.5% 4,758 $1.8M
Eaton Financial Holdings Company, LLC 0.48% Reduce -42.6% 4,742 $1.8M
First Growth Capital LLC 1.33% No change 4,739 $1.8M
Abacus Wealth Partners, LLC 0.18% Add +50.0% 4,731 $1.8M
POM Investment Strategies, LLC 1.98% New 4,730 $1.8M
Seneca Financial Advisors LLC 0.45% Add +0.1% 4,727 $1.7M
Archvest Wealth Advisors, Inc. 1.01% Add +0.8% 4,701 $1.7M
Juncture Wealth Strategies, LLC 0.45% Reduce -1.9% 4,700 $1.7M
First Nebraska Trust Co 0.14% No change 4,700 $1.7M
Measured Wealth Private Client Group, LLC 0.42% Add +6.3% 4,695 $1.7M
Littlejohn Financial Services, Inc. 1.26% Reduce -2.9% 4,693 $1.7M
Tarbox Family Office, Inc. 0.25% No change 4,687 $1.7M
Institute for Wealth Management, LLC. 0.15% Reduce -6.2% 4,667 $1.7M
Sherman Wealth Management LLC 1.30% Add +0.2% 4,662 $1.7M
Vista Investment Management 0.52% Reduce -0.3% 4,661 $1.7M
BigSur Wealth Management LLC 0.41% No change 4,653 $1.7M
Brown, Lisle/Cummings, Inc. 0.39% Reduce -2.3% 4,651 $1.7M
MW Advisory, LLC 0.69% — 4,648 $1.7M
Joel Adams & Associates, Inc. 1.10% Add +1.4% 4,646 $1.7M
Everpar Advisors LLC 0.49% Reduce -0.8% 4,643 $1.7M
Ewa, LLC 0.31% Add +30.9% 4,637 $1.7M
KPP Advisory Services LLC 0.22% Reduce -0.0% 4,637 $1.7M
J. Mark Nickell & Co. 1.37% Reduce -4.0% 4,636 $1.7M
Flavin Financial Services, Inc. 0.98% Reduce -3.5% 4,627 $1.7M
Welch Group, LLC 0.06% Add +0.6% 4,621 $1.7M
Journey Advisory Group, LLC 0.13% Reduce -0.3% 4,615 $1.7M
Everest Financial Group LLC 0.23% Add +9.2% 4,615 $1.7M
Americana Partners, LLC 0.04% Add +17.0% 4,611 $1.7M
Riverview Trust Co 2.03% No change 4,604 $1.7M
10Elms LLP 0.76% Reduce -0.2% 4,604 $1.7M
1776 Wealth LLC 0.60% Reduce -10.2% 4,592 $1.7M
Macroview Investment Management LLC 1.06% Add +1.6% 4,591 $1.7M
Curran Financial Partners, LLC 0.25% Add +0.3% 4,589 $1.7M
Northwest Quadrant Wealth Management, LLC 0.31% Add +2.0% 4,584 $1.7M
Global Wealth Strategies & Associates 0.32% Add +282.5% 4,579 $1.7M
Key Financial Inc 0.28% No change 4,579 $1.7M
Mason & Associates Inc 0.27% Reduce -25.7% 4,575 $1.7M
Kirtland Hills Capital Management, LLC 0.48% Add +0.0% 4,574 $1.7M
Legacy Solutions, LLC 1.37% New 4,572 $1.7M
Regency Capital Management Inc.\DE 0.67% Add +7.9% 4,571 $1.7M
Parr McKnight Wealth Management Group, LLC 0.20% Add +19.6% 4,569 $1.7M
Woodard & Co. Asset Management Group Inc. 0.24% Add +1.3% 4,566 $1.7M
DV Trading LLC 0.14% Reduce -29.9% 4,560 $1.7M
Pathway Financial Advisors LLC 0.20% Reduce -0.6% 4,576 $1.7M
Hopwood Financial Services, Inc. 0.97% Reduce -0.3% 4,537 $1.7M
Stordahl Capital Management, Inc. 0.31% Reduce -0.9% 4,531 $1.7M
Vident Advisory, LLC 0.01% Add +1.2% 4,529 $1.7M
Sentinel Wealth Management, Inc. 1.18% No change 4,523 $1.7M
Alchemi Wealth, LLC 0.78% Add +71.9% 4,522 $1.7M
Winthrop Capital Management, LLC 0.40% No change 4,520 $1.7M
Scotia Capital Inc. 0.01% Reduce -0.9% 4,517 $1.7M
Noesis Capital Mangement Corp. 0.20% Add +65.4% 4,505 $1.7M
Parkside Investments, LLC 0.18% No change 4,500 $1.7M
Belleair Asset Management, LLC 1.40% Add +4.4% 4,497 $1.7M
Financial Freedom, LLC 0.76% Reduce -2.6% 4,470 $1.7M
Arsenal Capital Advisors LLC 0.97% Add +21.6% 4,463 $1.7M
Chesapeake Wealth Management 0.46% Reduce -3.0% 4,462 $1.7M
Pinnacle Wealth Planning Services, Inc. 0.16% Add +9.7% 4,450 $1.6M
Armstrong Henry H Associates Inc. 0.16% No change 4,449 $1.6M
Sunrise Financial Services, LLC 0.98% Add +2.1% 4,446 $1.6M
Grey Fox Wealth Advisors, LLC 0.26% Reduce -0.4% 4,438 $1.6M
Tritonpoint Wealth, LLC 0.16% Reduce -1.4% 4,426 $1.6M
Conrad Siegel Investment Advisors, Inc. 0.27% Add +62.9% 4,405 $1.6M
Avise Financial Cooperative, Inc. 1.16% Add +22.7% 4,400 $1.6M
Vested Financial Planning, LLC 1.09% Reduce -0.4% 4,398 $1.6M
FWG Investments, LLC. 0.86% Add +43.7% 4,397 $1.6M
McKinley Carter Wealth Services, Inc. 0.08% Reduce -2.1% 4,389 $1.6M
Piedmont Capital Management, LLC 0.99% Add +2.5% 4,383 $1.6M
Endeavor Private Wealth, Inc. 0.39% Reduce -20.3% 4,364 $1.6M
Cypress Financial Planning LLC 0.40% Add +116.7% 4,378 $1.6M
Berkeley, Inc 0.51% Reduce -3.2% 4,373 $1.6M
Summit Financial Strategies, Inc. 0.11% Reduce -1.9% 4,368 $1.6M
Ridgeline Wealth, LLC 0.95% Add +30.2% 4,367 $1.6M
Thompson Siegel & Walmsley LLC 0.03% Add +4.2% 4,354 $1.6M
Cidel Asset Management Inc. 0.08% Reduce -8.4% 4,350 $1.6M
Oak Barrel Wealth Advisory LLC 0.71% — 4,340 $1.6M
Allium Financial Advisors, LLC 1.05% Reduce -3.6% 4,340 $1.6M
Golden State Wealth Management, LLC 0.15% Add +4.8% 4,338 $1.6M
King Wealth Management Group 0.18% Reduce -0.4% 4,326 $1.6M
Financial Advisors Network, Inc. 0.20% Reduce -0.7% 4,319 $1.6M
Key Capital Management, INC 0.82% Reduce -8.6% 4,317 $1.6M
Curated Wealth Partners LLC 0.19% Add +0.1% 4,318 $1.6M
Churchill Financial Advisors, LLC 0.31% No change 4,315 $1.6M
Focused Wealth Management, Inc 0.14% Add +0.1% 4,314 $1.6M
Carmel Capital Partners, LLC 0.53% Reduce -1.8% 4,313 $1.6M
Robinswood Financial LLC 0.46% Reduce -6.0% 4,308 $1.6M
Cogent Strategic Wealth LLC 1.52% No change 4,308 $1.6M
Triumph Capital Management 0.29% Reduce -38.1% 4,287 $1.6M
Wealth Enhancement Trust Services, Inc. 0.18% Add +39.2% 4,277 $1.6M
GHP Investment Advisors, Inc. 0.06% Add +9.0% 4,276 $1.6M
Chris Bulman Inc 0.58% Add +22.3% 4,267 $1.6M
Aspen Capital Management, LLC 0.35% Add +0.9% 4,266 $1.6M
Acorn Financial Advisory Services Inc. 0.21% Add +2.4% 4,263 $1.6M
Jeppson Wealth Management, LLC 0.46% Reduce -1.1% 4,262 $1.6M
OakTrust Wealth Advisors, LLC 1.36% Add +0.3% 4,260 $1.6M
Sunburst Financial Group, LLC 0.26% Reduce -0.3% 4,258 $1.6M
Global Financial Private Client, LLC 0.43% Add +2.9% 4,250 $1.6M
Transamerica Financial Advisors, LLC 0.13% Add +2488.4% 4,245 $1.6M
Vision Retirement, LLC 0.38% Add +7.4% 4,242 $1.6M
Sage Capital Advisors,llc 0.33% Add +1.5% 4,241 $1.6M
Mosley Wealth Management 0.50% Reduce -70.0% 4,234 $1.6M
Clarity Financial LLC 0.13% Add +2.5% 4,226 $1.6M
First Pacific Financial 0.19% Reduce -0.6% 4,219 $1.6M
Fragasso Financial Advisors Inc 0.08% Add +1.3% 4,214 $1.6M
RAM Investment Partners, LLC 0.25% Reduce -1.1% 4,212 $1.6M
Fortitude Advisory Group L.L.C. 0.59% Add +20.1% 4,197 $1.6M
Advance Capital Management, Inc. 0.05% Add +14.3% 4,191 $1.6M
Hutchens & Kramer Investment Management Group, LLC 0.42% Add +6.3% 4,188 $1.5M
JB Capital LLC 0.05% Reduce -5.1% 4,188 $1.5M
Allen Capital Group, LLC 0.13% Reduce -0.3% 4,186 $1.5M
CSP Financial Group, LLC 1.32% Reduce -0.2% 4,183 $1.5M
Brown Wealth Management, LLC 0.35% Reduce -2.2% 4,179 $1.5M
Mattern Capital Management, LLC 0.18% Reduce -4.6% 4,179 $1.5M
Hengehold Capital Management LLC 0.12% Add +14.0% 4,173 $1.5M
Brightwater Advisory LLC 0.98% Reduce -5.4% 4,171 $1.5M
Altfest L J & Co. Inc. 0.15% Add +21.0% 4,170 $1.5M
Searcy Financial Services Inc. 0.52% No change 4,153 $1.5M
Spinnaker Trust 0.07% Add +3.0% 4,150 $1.5M
Iowa State Bank 0.26% No change 4,145 $1.5M
Balefire, LLC 0.25% Add +9.9% 4,145 $1.5M
Gutierrez Wealth Advisory, LLC 0.88% Reduce -17.1% 4,137 $1.5M
Buttonwood Financial Advisors Inc. 0.46% Reduce -3.7% 4,119 $1.5M
Eq LLC 0.37% Reduce -6.9% 4,119 $1.5M
Hudock, Inc. 0.20% Reduce -0.7% 4,116 $1.5M
CM Wealth Advisors LLC 0.27% Add +12.0% 4,116 $1.5M
Gradient Capital Advisors, LLC 0.35% Add +0.4% 4,113 $1.5M
West Michigan Advisors, LLC 0.29% Reduce -1.6% 4,103 $1.5M
Altus Wealth Group LLC 0.55% Add +0.2% 4,101 $1.5M
KDT Advisors, LLC 2.10% Add +22.0% 4,100 $1.5M
Tidemark, LLC 0.34% Add +1.8% 4,090 $1.5M
Jasper Ridge Partners, L.P. 0.03% New 4,089 $1.5M
Columbia Advisory Partners LLC 0.83% Reduce -3.8% 4,087 $1.5M
Frisch Financial Group, Inc. 0.26% Reduce -6.8% 4,079 $1.5M
Elevated Capital Advisors, LLC 0.41% Add +50.1% 4,074 $1.5M
First Foundation Advisors 0.05% Reduce -18.2% 4,074 $1.5M
Heritage Investment Group, Inc. 0.20% Reduce -3.8% 4,068 $1.5M
Spartan Wealth Advisory Services LLC 0.12% Add +45.1% 4,063 $1.5M
Tortuga Wealth Management, Inc 1.14% Add +6.5% 4,054 $1.5M
Davidson Investment Advisors 0.06% No change 4,052 $1.5M
Capital Management Associates, Inc 0.30% Add +0.6% 4,052 $1.5M
Unison Advisors LLC 0.10% Add +0.3% 4,052 $1.5M
GW Henssler & Associates Ltd. 0.07% Add +2.4% 4,030 $1.5M
Parsons Capital Management Inc. 0.07% Add +2.8% 4,028 $1.5M
Fischer Financial Services, Inc. 0.37% Reduce -0.6% 4,025 $1.5M
Greenwich Wealth Management LLC 0.05% Reduce -2.4% 4,025 $1.5M
Powers Advisory Group, LLC 0.47% New 4,021 $1.5M
Davidson Kahn Capital Management, LLC 0.64% Add +16.4% 4,019 $1.5M
Hollencrest Capital Management 0.10% Reduce -94.5% 4,012 $1.5M
J Hagan Capital, Inc. 0.69% Reduce -1.9% 4,008 $1.5M
Keystone Wealth Services, LLC 0.28% Add +0.2% 4,006 $1.5M
Cadinha & Co. LLC 0.22% Reduce -0.1% 4,002 $1.5M
Hamilton Wealth, LLC 0.27% Reduce -5.0% 3,999 $1.5M
Cornerstone Advisory, LLC 0.12% Reduce -0.2% 3,991 $1.5M
Millennium Management 0.00% New 3,988 $1.5M
Wallace Advisory Group, LLC 1.38% New 3,977 $1.5M
Benin Management CORP 0.30% No change 3,968 $1.5M
IAG Wealth Partners, LLC 0.15% Reduce -2.6% 3,968 $1.5M
Fund Advisors of America Inc 1.33% Reduce -1.9% 3,968 $1.5M
Venturi Wealth Management, LLC 0.06% Add +1.3% 3,961 $1.5M
LBMC Investment Advisors, LLC 0.08% Add +37.9% 3,951 $1.5M
Aletheian Wealth Advisors LLC 0.62% Reduce -0.6% 3,950 $1.5M
Adventist Health System/ West 0.23% No change 3,950 $1.5M
Darden Wealth Group Inc 0.58% Add +2.6% 3,942 $1.5M
Columbus Macro, LLC 0.14% Reduce -2.6% 3,941 $1.5M
Neumann Capital Management, LLC 0.96% Add +3.1% 3,938 $1.5M
LBJ Family Wealth Advisors, Ltd. 0.74% No change 3,962 $1.5M
Eley Financial Management, Inc 0.47% Add +0.3% 3,925 $1.5M
Willis Johnson & Associates, Inc. 0.08% Reduce -42.5% 3,917 $1.4M
Aaron Wealth Advisors LLC 0.07% Reduce -0.6% 3,909 $1.4M
Arvest Bank Trust Division 0.07% Reduce -4.1% 3,904 $1.4M
Sequent Asset Management, LLC 0.61% Add +0.1% 3,900 $1.4M
Tiemann Investment Advisors, LLC 0.52% Reduce -0.5% 3,899 $1.4M
OneAscent Wealth Management LLC 0.43% Reduce -3.1% 3,897 $1.4M
Ridgeline Wealth Planning, LLC 0.91% No change 3,877 $1.4M
F&V Capital Management, LLC 0.26% Add +0.4% 3,873 $1.4M
Colonial Trust Advisors 0.10% Reduce -0.6% 3,866 $1.4M
Knightsbridge Asset Management, LLC 0.19% Add +59.7% 3,853 $1.4M
Your Advocates Ltd., LLP 0.41% Add +0.2% 3,847 $1.4M
Chancellor Financial Group WB LP 0.88% Add +72.3% 3,840 $1.4M
Arnold Financial Planning LLC 1.06% Add +0.4% 3,840 $1.4M
Burney Co./ 0.04% Reduce -21.6% 3,830 $1.4M
Seven Springs Wealth Group, LLC 0.32% Add +1.8% 3,826 $1.4M
Birchcreek Wealth Management, LLC 0.55% Add +0.1% 3,822 $1.4M
Archford Capital Strategies, LLC 0.14% Add +7.8% 3,822 $1.4M
Appleton Partners Inc. 0.09% Reduce -0.8% 3,819 $1.4M
Cathy Pareto & Associates, Inc. 0.83% Add +2.7% 3,815 $1.4M
William Mack & Associates, Inc. 0.50% New 3,804 $1.4M
Twelve Points Wealth Management LLC 0.28% Reduce -15.2% 3,803 $1.4M
Ridgewood Investments LLC 0.53% Reduce -3.7% 3,802 $1.4M
Stockman Wealth Management, Inc. 0.15% Add +10.9% 3,798 $1.4M
Front Street Capital Management, Inc. 0.16% Reduce -2.9% 3,797 $1.4M
Brick & Kyle, Associates 0.46% No change 4,378 $1.4M
Uncommon Cents Investing LLC 0.30% Add +387.1% 3,790 $1.4M
North Forty Two & Co. 1.19% Reduce -1.5% 3,789 $1.4M
Quest 10 Wealth Builders, Inc. 1.08% Reduce -4.1% 3,774 $1.4M
Rexford Capital Inc. 0.85% No change 3,760 $1.4M
Flower City Capital 0.61% Add +0.9% 3,759 $1.4M
Opulen Financial Group LLC 0.87% Add +6.4% 3,758 $1.4M
Advantage Trust Co 0.49% Add +19.1% 3,749 $1.4M
Sweeney & Michel, LLC 0.36% Add +0.3% 3,607 $1.4M
Elevated Financial Group LLC 0.39% Reduce -6.6% 3,718 $1.4M
Pacific Asset Management, LLC 0.67% Add +0.9% 3,716 $1.4M
Aspire Private Capital, LLC 0.28% Reduce -1.4% 3,715 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -79.8% 3,706 $1.4M
Sage Investment Counsel LLC 1.37% Add +0.1% 3,706 $1.4M
Farrell Financial LLC 0.74% Add +1.1% 3,704 $1.4M
Eagle Strategies LLC 0.14% Add +0.7% 3,702 $1.4M
New World Advisors LLC 0.23% Reduce -1.4% 3,700 $1.4M
Aspire Capital Advisors LLC 0.27% Reduce -19.9% 3,682 $1.4M
Heffernan Advisory, Inc. 1.14% Add +0.4% 3,670 $1.4M
Fortune 45 LLC 0.58% Add +1.1% 3,663 $1.4M
TKG Advisors, LLC 0.47% Reduce -2.5% 3,664 $1.4M
Ellenbecker Investment Group 0.16% Add +57.2% 3,656 $1.4M
ORBA Wealth Advisors, L.L.C. 1.16% Reduce -43.6% 3,653 $1.4M
Sonoma Allocations LLC 0.42% Add +0.5% 3,616 $1.3M
Capstone Wealth Management, LLC 0.62% Add +0.6% 3,615 $1.3M
Fairscale Capital, LLC 0.80% No change 3,608 $1.3M
Citrine Capital LLC 0.49% Reduce -1.2% 3,603 $1.3M
Spirepoint Private Client, LLC 0.11% Add +44.2% 3,593 $1.3M
HRC Wealth Management, LLC 0.54% Reduce -2.4% 3,591 $1.3M
Donaldson Capital Management, LLC 0.04% Add +52.6% 3,583 $1.3M
Radnor Capital Management, LLC 0.19% No change 3,581 $1.3M
Stage Harbor Financial, LLC 0.76% No change 3,576 $1.3M
Opal Wealth Advisors, LLC 0.29% Add +3.7% 3,574 $1.3M
Keystone Financial Group, Inc. 0.69% Reduce -21.5% 3,569 $1.3M
EPG Wealth Management LLC 0.32% Add +6.0% 3,566 $1.3M
Alexander Labrunerie & Co., Inc. 0.46% Add +57.1% 3,544 $1.3M
Lafayette Investments, Inc. 0.24% Add +35.4% 3,539 $1.3M
Lutz Financial Services LLC 0.08% Add +2.4% 3,537 $1.3M
Reyes Financial Architecture, Inc. 0.73% No change 3,535 $1.3M
Aire Advisors, LLC 0.21% Add +0.7% 3,524 $1.3M
Meridian Financial Partners LLC 0.44% Add +15.7% 3,498 $1.3M
Silver Oak Wealth Advisors Services, LLC 0.78% Reduce -2.9% 3,509 $1.3M
Prairie Advisory, LLC 0.31% — 3,507 $1.3M
Westbourne Investments, Inc. 0.53% Reduce -0.3% 3,507 $1.3M
Hardworking Capital Advisors, LLC 1.06% No change 3,504 $1.3M
Third View Private Wealth, LLC 0.16% Add +6.3% 3,502 $1.3M
Smithbridge Asset Management Inc. 0.18% Reduce -4.6% 3,500 $1.3M
Cora Capital Advisors LLC 0.36% Add +0.2% 3,500 $1.3M
Access Financial Services, Inc. 0.42% Add +0.3% 3,492 $1.3M
Community Bank of Raymore 0.76% No change 3,484 $1.3M
Jamison Private Wealth Management, Inc. 0.13% Add +44.5% 3,474 $1.3M
Salomon & Ludwin, LLC 0.11% Reduce -4.0% 3,475 $1.3M
Westshore Wealth, LLC 0.40% Add +0.9% 3,467 $1.3M
Sherry Group, Inc. 1.25% Add +1.3% 3,481 $1.3M
Christine Messmer PC 0.72% Reduce -0.4% 3,448 $1.3M
BankPlus Wealth Management LLC 0.57% Add +7.3% 3,445 $1.3M
Cypress Wealth Services, LLC 0.16% Add +33.3% 3,438 $1.3M
Vavra Capital Management, LLC 1.11% Add +1.8% 3,438 $1.3M
tru Independence LLC 0.55% Add +0.2% 3,426 $1.3M
Blalock Williams, LLC 0.82% Reduce -1.6% 3,422 $1.3M
Checchi Capital Advisers, LLC 0.08% Reduce -8.6% 3,421 $1.3M
NTV Asset Management LLC 0.12% Add +1.5% 3,421 $1.3M
Burns Matteson Capital Management, LLC 0.40% Reduce -62.0% 3,419 $1.3M
Strategic Equity Management 0.42% Reduce -0.1% 3,414 $1.3M
Claris Advisors, LLC / Mo / 0.33% Add +0.1% 3,410 $1.3M
Old Mission Investment Co LLC 0.26% Add +33.7% 3,405 $1.3M
ARS Wealth Advisors Group, LLC 0.10% Add +5.6% 3,394 $1.3M
Graney & King, LLC 0.45% Reduce -4.4% 3,390 $1.3M
Warner Financial, Inc. 0.37% Add +1.6% 3,387 $1.3M
Bollard Group LLC 0.04% Add +0.3% 3,383 $1.3M
LVW Advisors, LLC 0.11% Reduce -8.1% 3,372 $1.2M
Liberty Square Wealth Partners LLC 0.30% Reduce -3.4% 3,370 $1.2M
Whalerock Point Partners, LLC 0.22% No change 3,368 $1.2M
Vision Capital Management, Inc. 0.14% Add +20.9% 3,368 $1.2M
PYA Waltman Capital, LLC 0.30% No change 3,363 $1.2M
Texas Capital Bank Wealth Management Services Inc 0.07% Reduce -13.3% 3,359 $1.2M
Dana Investment Advisors, Inc. 0.03% Add +168.0% 3,358 $1.2M
Midwest Financial Group LLC 0.44% Add +0.4% 3,356 $1.2M
Delta Investment Management, LLC 0.20% Add +1.2% 3,348 $1.2M
Peak Asset Management, LLC 0.18% Reduce -0.9% 3,344 $1.2M
Prosperity Financial Group, Inc. 0.38% Add +5.2% 3,339 $1.2M
Defined Wealth Management, LLC 0.64% Reduce -0.0% 3,336 $1.2M
Ameriflex Group, Inc. 0.50% Add +8.8% 3,335 $1.2M
Mason Investment Advisory Services, Inc. 0.05% Add +1.1% 3,332 $1.2M
Ridgecrest Wealth Partners, LLC 0.59% Reduce -6.2% 3,327 $1.2M
IMPACTfolio, LLC 0.46% Reduce -2.1% 3,325 $1.2M
Steigerwald, Gordon & Koch Inc. 0.12% Reduce -9.9% 3,317 $1.2M
Moneywise, Inc. 0.46% Reduce -0.1% 3,310 $1.2M
Team Hewins, LLC 0.34% Add +0.8% 3,309 $1.2M
Summit Wealth Partners, LLC 0.17% Reduce -0.2% 3,303 $1.2M
Van Hulzen Asset Management, LLC 0.09% Add +14.1% 3,297 $1.2M
Strategy Asset Managers LLC 0.18% Add +205.6% 3,270 $1.2M
Financial Management Professionals, Inc. 0.11% Add +2715.5% 3,266 $1.2M
Northbridge Financial Group, LLC 0.46% Reduce -8.9% 3,254 $1.2M
Tempo Wealth, LLC 0.18% Reduce -21.8% 3,254 $1.2M
Sage Investment Advisers LLC 0.81% Reduce -6.3% 3,249 $1.2M
Elevation Wealth Management LLC 0.90% Add +9.4% 3,246 $1.2M
Quantum Financial Partners LLC 0.61% — 3,246 $1.2M
Cape Investment Advisory, Inc. 0.32% Add +10.3% 3,230 $1.2M
Cross Staff Investments Inc 0.67% Reduce -29.7% 3,228 $1.2M
Timmons Wealth Management, LLC 0.87% Reduce -64.5% 3,225 $1.2M
Riverstone Advisors, LLC 0.49% Reduce -1.6% 3,224 $1.2M
Silver Grove Financial Group, Inc. 0.65% Add +18.3% 3,223 $1.2M
Trivium Point Advisory, LLC 0.11% Add +282.6% 3,214 $1.2M
Hilltop National Bank 0.25% No change 3,211 $1.2M
B & T Capital Management DBA Alpha Capital Management 0.16% Reduce -3.3% 3,210 $1.2M
Patten & Patten Inc. 0.06% Add +54.5% 3,210 $1.2M
Loudon Investment Management, LLC 0.58% Reduce -1.4% 3,208 $1.2M
Legacy Wealth Managment, LLC 0.49% Reduce -3.7% 3,194 $1.2M
Nilsine Partners, LLC 0.08% Add +0.9% 3,193 $1.2M
River Wealth Advisors LLC 0.12% Reduce -6.3% 3,190 $1.2M
Evernest Financial Advisors, LLC 0.25% Add +22.3% 3,186 $1.2M
Port Capital LLC 0.05% No change 3,186 $1.2M
Asset Advisors Investment Management, LLC 0.11% No change 3,183 $1.2M
Poinciana Advisors Group, LLC 0.87% No change 3,174 $1.2M
Legacies Wealth LLC 0.64% Add +1248.5% 3,169 $1.2M
Riversedge Advisors, LLC 0.16% Add +0.1% 3,167 $1.2M
Tandem Capital Management Corp. 0.49% Add +1.1% 3,166 $1.2M
Clarion Wealth Managment Partners, LLC 0.94% No change 3,153 $1.2M
Guardian Financial Partners, LLC 0.45% Add +9.1% 3,153 $1.2M
Lowe Brockenbrough & Co. Inc. 0.05% No change 3,150 $1.2M
Waycross Investment Management Co 0.89% Add +33.4% 3,149 $1.2M
Maia Wealth LLC 0.17% Add +1.2% 3,143 $1.2M
Kingsman Wealth Management, Inc. 0.54% Add +0.3% 3,127 $1.2M
Prosperity Planning, Inc. 0.37% Reduce -2.8% 3,126 $1.2M
Bennett Selby Investments LP 0.37% No change 3,122 $1.2M
Lee Danner & Bass Inc. 0.07% Add +3.5% 3,113 $1.2M
Lawood & Co. 0.78% Reduce -10.7% 3,112 $1.2M
M1 Capital Management LLC 0.42% Add +14.1% 3,094 $1.1M
Hoxton Planning & Management, LLC 0.30% No change 3,088 $1.1M
Armor Investment Advisors, LLC 0.37% Add +1.9% 3,086 $1.1M
Heritage Wealth Management, Inc. 0.28% New 3,081 $1.1M
Pennsylvania Capital Management Inc. 0.29% Reduce -16.8% 3,081 $1.1M
Matrix Asset Advisors Inc. 0.09% Reduce -1.9% 3,076 $1.1M
Reynders McVeigh Capital Management, LLC 0.05% Add +7.0% 3,071 $1.1M
San Luis Wealth Advisors LLC 0.17% Reduce -2.1% 3,073 $1.1M
Adamsbrown Wealth Consultants LLC 0.21% Add +33.8% 3,071 $1.1M
Constant Guidance Financial LLC 0.71% Reduce -3.3% 3,060 $1.1M
Foster & Motley Inc. 0.05% Add +0.9% 3,060 $1.1M
Financial Perspectives, Inc 0.27% Add +23.4% 3,045 $1.1M
CORDA Investment Management, LLC. 0.07% Reduce -7.7% 3,039 $1.1M
Charles Schwab Trust Co 0.06% Add +13.5% 3,037 $1.1M
Cornerstone Financial Management LLC 0.90% No change 3,034 $1.1M
Key Client Fiduciary Advisors, LLC 0.33% Reduce -13.5% 3,026 $1.1M
Oak Wealth Advisors LLC 0.54% Reduce -0.5% 3,024 $1.1M
SFG Wealth Management, LLC. 0.40% Reduce -17.8% 3,006 $1.1M
Rhodes Investment Advisors Inc. 0.82% Add +4.0% 2,997 $1.1M
Boltwood Capital Management 0.25% Add +0.1% 2,988 $1.1M
Convergence Financial, LLC 0.09% Add +2.5% 2,984 $1.1M
Strategic Wealth Partners, Ltd. 0.07% Add +53.9% 2,977 $1.1M
Magnolia Private Wealth, LLC 0.60% Reduce -9.9% 2,976 $1.1M
Walled Lake Planning & Wealth Management, LLC 0.28% Add +0.3% 2,974 $1.1M
Sachetta, LLC 0.54% Add +52.4% 2,974 $1.1M
Ruane, Cunniff & Goldfarb L.P. 0.02% Add +8.2% 2,973 $1.1M
Inspirion Wealth Advisors, LLC 0.13% No change 2,978 $1.1M
Richard P Slaughter Associates Inc 0.22% Reduce -8.0% 2,967 $1.1M
CBM Financial, LLC 0.65% New 2,968 $1.1M
LifeWealth Investments, LLC 0.29% Add +7.8% 2,928 $1.1M
Capital Advantage, Inc. 0.13% Reduce -12.6% 2,927 $1.1M
Beckerman Institutional, LLC 0.51% No change 2,922 $1.1M
Envision Financial Planning, LLC 0.35% No change 2,918 $1.1M
Texas Bank & Trust Co 0.35% No change 2,914 $1.1M
Fidelity D & D Bancorp Inc. 0.37% Reduce -1.7% 2,912 $1.1M
Fortitude Family Office, LLC 0.21% Reduce -0.8% 2,906 $1.1M
Titiun Yejiel 0.93% No change 2,900 $1.1M
West Wealth Group, LLC 0.18% Add +4.1% 2,893 $1.1M
Physician Wealth Solutions Inc. 0.41% Reduce -0.3% 2,888 $1.1M
S&co Inc. 0.06% No change 2,882 $1.1M
Websterrogers Financial Advisors, LLC 0.27% Add +1.3% 2,878 $1.1M
TrustBank 0.36% Add +1.1% 2,878 $1.1M
Hudson Capital Management LLC 0.26% Reduce -0.8% 2,868 $1.1M
MPWM Advisory Solutions, LLC 0.48% Add +0.0% 2,860 $1.1M
NewCorp Financial Services, Inc. 0.81% Reduce -11.6% 2,859 $1.1M
Ibex Wealth Advisors 0.08% Reduce -0.9% 2,855 $1.1M
Elm3 Financial Group, LLC 0.72% Add +5.8% 2,853 $1.1M
Channel Wealth LLC 0.24% Reduce -3.0% 2,848 $1.1M
World Equity Group, Inc. 0.24% Add +1.1% 2,847 $1.1M
CMH Wealth Management LLC 0.16% Reduce -0.9% 2,845 $1.1M
YANKCOM Partnership 0.38% Add +736.2% 2,843 $1.1M
Curbstone Financial Management Corp 0.18% Add +0.7% 2,840 $1.1M
Opus Financial Solutions LLC 0.85% Add +39.2% 2,840 $1.1M
Sonoma Private Wealth LLC 1.13% Add +29.7% 2,837 $1.0M
Power Wealth Management LLC 0.36% Reduce -0.5% 2,837 $1.0M
Gainline Financial Partners, LLC 0.98% — 2,837 $1.0M
Bank of New Hampshire 0.22% Reduce -1.1% 2,835 $1.0M
ArborFi Advisors, LLC 0.76% Reduce -4.4% 2,827 $1.0M
Resurgent Financial Advisors LLC 0.29% Reduce -0.9% 2,827 $1.0M
SeedSafe Financial LLC 0.75% No change 2,820 $1.0M
Tilia Fiduciary Partners, Inc. 0.49% Add +0.9% 2,819 $1.0M
Greenwood Capital Associates LLC 0.10% Add +16.5% 2,818 $1.0M
Sterling Investment Advisors, Ltd. 0.17% Add +0.2% 2,818 $1.0M
Encompass More Asset Management 0.15% Add +0.4% 2,817 $1.0M
New England Professional Planning Group Inc. 0.39% No change 2,804 $1.0M
Pioneer Wealth Management Group 0.25% No change 2,801 $1.0M
Probity Advisors, Inc. 0.15% Reduce -0.4% 2,798 $1.0M
Towerpoint Wealth, LLC 0.36% Add +0.2% 2,773 $1.0M
Evolution Wealth Advisors, LLC 0.12% No change 2,771 $1.0M
Emerald Advisors, LLC 0.13% No change 2,770 $1.0M
GK Wealth Management LLC 0.62% New 2,766 $1.0M
Commonwealth Financial Services, LLC 0.14% Reduce -0.1% 2,766 $1.0M
Carson Advisory Inc. 0.47% Reduce -0.5% 2,765 $1.0M
Legacy Trust 0.18% No change 2,761 $1.0M
Spreng Capital Management, Inc. 0.37% Reduce -4.1% 2,758 $1.0M
Great Hill Capital LLC 0.49% Reduce -5.5% 2,755 $1.0M
Ryan Investment Management, Inc. 0.46% Add +123.2% 2,750 $1.0M
Retirement Wealth Solutions LLC 0.56% Reduce -0.4% 2,750 $1.0M
Agate Pass Investment Management, LLC 0.37% No change 2,723 $1.0M
Estate Counselors, LLC 0.09% Reduce -21.7% 2,721 $1.0M
RCS Financial Planning, LLC 0.48% Reduce -8.1% 2,718 $1.0M
Archer Investment Corp 0.19% Add +7.6% 2,716 $1.0M
Atlantic Edge Private Wealth Management, LLC 0.21% Reduce -3.5% 2,714 $1.0M
Winebrenner Capital Management LLC 0.61% Reduce -3.9% 2,712 $1.0M
Smith Chas P & Associates Pa Cpas 0.05% Reduce -9.0% 2,711 $1.0M
American National Bank & Trust 0.09% Add +0.8% 2,710 $1.0M
MTM Investment Management, LLC 0.29% Add +3239.5% 2,705 $1.0M
Miramar Capital, LLC 0.22% No change 2,705 $1.0M
Union Savings Bank 0.40% Reduce -0.7% 2,703 $1.0M
BXM Wealth LLC 0.54% Add +109.4% 2,701 $999K
Wealth Advisors Northwest LLC 0.34% No change 2,699 $999K
Halter Ferguson Financial Inc. 0.16% Reduce -10.3% 2,698 $998K
J. Derek Lewis & Associates Inc. 0.19% Add +15.5% 2,697 $998K
Mueller Wealth, LLC 0.68% Add +0.1% 2,697 $998K
Orleans Capital Management Corp. 0.52% No change 2,696 $998K
Koss-Olinger Consulting, LLC 0.08% Add +0.1% 2,692 $996K
Polaris Investment Advisors, LLC 0.64% Reduce -2.1% 2,688 $995K
Shared Vision Wealth Group LLC 0.34% No change 2,683 $993K
Evergreen Advisors, LLC 0.21% Add +0.3% 2,670 $988K
Financial Synergies Wealth Advisors, Inc. 0.08% Reduce -17.8% 2,667 $987K
Intelligence Driven Advisers, LLC 0.16% Add +1.3% 2,666 $986K
MidAtlantic Capital Management, Inc. 0.61% Reduce -0.9% 2,664 $986K
Beacon Bridge Wealth Partners, LLC 0.28% Add +322.9% 2,664 $986K
Prevail Innovative Wealth Advisors, LLC 0.15% Reduce -17.3% 2,658 $984K
Orion Capital Management LLC 0.31% Add +7.0% 2,657 $983K
Carnegie Lake Advisors LLC 0.37% Add +0.1% 2,646 $979K
Sawyer & Company, Inc 0.33% Reduce -16.1% 2,645 $979K
PAX Financial Group, LLC 0.15% Add +6.4% 2,642 $978K
Investment House LLC 0.04% New 2,642 $978K
Clear Street Group Inc. 0.00% New 2,636 $975K
Arkos Global Advisors 0.12% Add +2.3% 2,629 $973K
GFS Advisors, LLC 0.10% Reduce -5.0% 51,606 $973K
PW Nova Financial Services LLC 0.21% Reduce -2.5% 2,622 $970K
Junk Investment Group, LLC 0.43% Add +0.1% 2,618 $969K
RiverGlades Family Offices LLC 0.44% Reduce -7.6% 2,615 $968K
Cornerstone Wealth Advisors, Inc. 0.20% Reduce -11.8% 2,611 $966K
Gerald Baker Financial Group LLC 0.27% Add +12.0% 2,609 $965K
Triad Wealth Partners, LLC 0.06% Reduce -21.3% 2,582 $965K
Quent Capital, LLC 0.06% Add +0.1% 2,607 $965K
Investment Planning Advisors, Inc. 0.22% Reduce -0.5% 2,607 $965K
WealthShield Partners, LLC 0.15% Reduce -17.0% 2,605 $964K
Welch & Forbes LLC 0.01% No change 2,603 $963K
Retirement Solution LLC 0.19% Add +32.7% 2,600 $962K
SJS Investment Consulting Inc. 0.10% Add +7.5% 2,598 $961K
Marietta Wealth Management, LLC 0.10% Add +2.0% 2,594 $960K
Afg Fiduciary Services Limited Partnership 0.76% No change 2,601 $959K
Net Worth Advisory Group 0.24% Reduce -29.1% 2,586 $957K
Triune Financial Partners, LLC 0.20% Add +0.9% 2,580 $955K
FSA Advisors, Inc. 0.44% New 2,574 $953K
Halbert Hargrove Global Advisors, LLC 0.04% Reduce -2.2% 2,573 $952K
Baxter Bros Inc. 0.11% Add +0.0% 2,572 $952K
Clearwater Capital Advisors, LLC 0.07% No change 2,568 $950K
Insight Advisors, LLC/ PA 0.17% Add +0.8% 2,568 $950K
Legacy Financial Group, Inc. 0.22% Add +0.1% 2,567 $950K
Safeguard Investment Advisory Group, LLC 0.22% Add +39.6% 2,564 $949K
Gilliland Jeter Wealth Management LLC 0.25% No change 2,564 $949K
Baker Tilly Wealth Management, LLC 0.20% Reduce -16.9% 2,560 $947K
Independent Wealth Network Inc. 0.24% New 2,555 $945K
O'Connor Financial Group LLC 0.33% Reduce -1.8% 2,554 $945K
DWM Financial Group, Inc. 0.84% — 2,817 $944K
Marathon Strategic Advisors, LLC 0.53% No change 2,546 $942K
Earnest Partners LLC 0.00% Add +93.3% 2,534 $938K
All Terrain Financial Advisors, LLC 0.20% Reduce -6.3% 2,531 $937K
Delta Asset Management LLC 0.08% Add +0.1% 2,531 $937K
Ascentis Wealth Management, LLC 0.16% No change 2,525 $934K
Southland Equity Partners LLC 0.16% Add +5.6% 2,522 $933K
Adkins Seale Capital Management LLC 0.83% No change 2,521 $933K
Salus Financial Advisors, LLC 0.46% Add +26.4% 2,521 $933K
Continental Investors Services, Inc. 0.73% Reduce -47.0% 2,454 $932K
Quest Investment Management LLC 0.11% Reduce -4.9% 2,517 $931K
Vermillion Wealth Management, Inc. 0.22% Reduce -24.8% 2,515 $931K
Drake & Associates, LLC 0.16% Add +46.1% 2,512 $930K
Patten Group, Inc. 0.14% Add +3.7% 2,510 $929K
Barnes Pettey Financial Advisors, LLC 0.29% Add +96.2% 2,509 $928K
BlueStem Wealth Partners, LLC 0.09% Add +0.2% 2,503 $926K
Fishman Jay A Ltd. 0.07% No change 2,500 $925K
Talon Private Wealth, LLC 0.11% Add +5.3% 2,499 $925K
Causey Wealth LLC 0.36% Add +0.7% 2,486 $920K
True Link Financial Advisors, LLC 0.05% Add +0.7% 2,486 $920K
D L Carlson Investment Group Inc. 0.15% Add +4.5% 2,485 $920K
HighMark Wealth Management LLC 0.31% Add +0.3% 2,482 $919K
Chico Wealth RIA 0.48% Reduce -2.1% 2,479 $918K
Family Investment Center, Inc. 0.15% Reduce -0.6% 2,479 $917K
Northwest Bancshares, Inc. 0.16% Reduce -0.4% 2,471 $914K
Per Stirling Capital Management, LLC. 0.09% Add +6.6% 2,466 $912K
Morey & Quinn Wealth Partners, LLC 0.58% Add +9.8% 2,454 $908K
WestHill Financial Advisors, Inc. 0.15% Reduce -1.1% 2,454 $908K
Colonial River Investments, LLC 0.26% Reduce -11.9% 2,453 $908K
Gambit Capital Management, LLC 0.53% Reduce -1.2% 2,452 $907K
NorthAvenue LLC 0.65% Add +178.5% 2,445 $905K
Cohen Capital Management, Inc. 0.12% No change 2,445 $905K
Meridian Investment Counsel Inc. 0.19% No change 2,442 $904K
Mason & Associates, LLC 0.19% Add +28.5% 2,442 $904K
Van Den Berg Management I, Inc. 0.19% Reduce -7.5% 2,441 $903K
Permanens Capital L.P. 0.09% New 2,439 $903K
Alpine Bank Wealth Management 0.12% New 2,434 $901K
North Berkeley Wealth Management, LLC 0.36% Add +0.0% 2,434 $901K
Viawealth, LLC 0.45% Add +3.8% 2,426 $898K
DF Dent & Co. Inc. 0.02% Add +4.8% 2,425 $897K
Lauer Wealth, LLC 0.61% Add +0.2% 2,417 $897K
Manchester Financial Inc. 0.16% Reduce -0.0% 2,421 $896K
Petra Financial Advisors Inc. 0.41% Add +0.2% 2,419 $895K
Marco Investment Management LLC 0.06% Reduce -11.0% 2,419 $895K
BCGM Wealth Management, LLC 0.19% Add +0.0% 2,415 $894K
Conservest Capital Advisors, Inc. 0.07% Add +73.9% 2,412 $893K
Millennium Capital Advisors, LLC 0.49% Add +3.5% 2,411 $893K
J.M. Arbour, LLC 0.77% Reduce -8.6% 2,407 $891K
Cedar Point Capital Partners, LLC 0.51% Reduce -11.9% 2,399 $888K
Oregon Pacific Wealth Management, LLC 0.83% Add +0.1% 2,389 $884K
Bank of Marin 0.62% Reduce -4.2% 2,389 $884K
Platform Technology Partners 0.14% Reduce -0.2% 2,385 $883K
Fairfield, Bush & Co. 0.43% Reduce -12.4% 2,372 $878K
Ofc Financial Planning, LLC 0.78% Add +2.3% 2,367 $876K
Lakeridge Wealth Management LLC 0.32% Reduce -1.9% 2,364 $875K
Martel Wealth Advisors LLC 0.14% Reduce -8.3% 2,352 $870K
Stegner Investment Associates Inc. 0.41% No change 2,350 $870K
Community Bank, N.A. 0.09% Reduce -0.3% 2,347 $868K
Nixon Peabody Trust Co. 0.06% No change 2,343 $867K
Nolet Wealth Management, LLC 0.48% No change 2,343 $867K
Tobias Financial Advisors, Inc. 0.11% Add +0.1% 2,339 $866K
WP Advisors, LLC 0.21% Add +0.3% 2,338 $865K
ERn Financial, LLC 0.14% Reduce -0.6% 2,332 $863K
Wise Wealth Partners 1.47% Reduce -2.5% 2,330 $862K
American Capital Advisory, LLC 0.31% Reduce -1.4% 2,330 $862K
Parkshore Wealth Management, Inc. 0.25% Reduce -1.0% 2,326 $861K
Shah Wealth Advisors, LLC 0.20% — 2,317 $858K
Strategic Investment Advisors / MI 0.05% Add +13.9% 2,313 $856K
eCIO, Inc. 0.24% Reduce -7.3% 2,313 $856K
Austin Asset Management Co Inc 0.12% Add +50.4% 2,312 $856K
PCM Encore, LLC 0.15% Reduce -50.8% 2,311 $855K
DDD Partners, LLC 0.05% Add +1.5% 2,310 $855K
SlateStone Wealth, LLC 0.07% Reduce -23.7% 2,305 $853K
Cadia Private Client LLC 0.61% Reduce -1.5% 2,302 $852K
CDKV Holdings LLC 0.66% No change 2,297 $850K
Financial Consulate, Inc. 0.09% Add +8.0% 2,297 $850K
DeLarme Wealth Management, Inc. 0.49% Add +0.0% 2,296 $850K
Traction Financial Partners, LLC 0.45% Add +0.0% 2,293 $849K
Harbour Trust & Investment Management Co 0.08% No change 2,292 $848K
Wealthspire Retirement, LLC 0.05% Reduce -12.7% 2,282 $848K
Solutions 4 Wealth, Ltd 1.09% Add +0.6% 2,287 $846K
Mountain Pacific Investment Advisers LLC 0.13% No change 2,283 $845K
Pinkerton Wealth, LLC 0.07% Add +50.2% 2,632 $844K
Stonebridge Financial Group, LLC 0.12% — 2,268 $839K
Anson Capital, Inc. 0.55% Add +1.5% 2,265 $838K
Northern Capital Management, Inc. 0.36% Reduce -2.3% 2,256 $835K
Bellars Harris Wealth Management, LLC 0.17% — 2,256 $835K
Planning Strategies Inc. 0.52% — 2,254 $834K
17 Capital Partners, LLC 0.38% Add +15.9% 2,250 $833K
Two Sigma Securities, LLC 0.07% Reduce -86.1% 2,249 $832K
Montecito Bank & Trust 0.12% No change 2,240 $829K
Family Office Research LLC 0.31% Add +4.6% 2,239 $829K
MilWealth Group LLC 0.18% No change 2,238 $828K
Bellevue Asset Management, LLC 0.38% Reduce -0.9% 2,237 $828K
Alpha Financial Advisors, LLC 0.23% Add +0.0% 2,232 $826K
Innovative Asset Advisors Group, LLC 0.36% Add +48.5% 2,232 $826K
Stenger Family Office, LLC 0.13% Reduce -14.0% 2,230 $825K
GTS Financial, LLC 0.60% Reduce -1.1% 2,714 $825K
Unified Investment Management 0.77% Add +52.2% 2,228 $824K
Financial Discovery Group Inc. 1.75% Reduce -0.1% 2,222 $822K
Triton Financial Group Inc 0.47% New 2,222 $822K
Turtle Creek Wealth Advisors, LLC 0.04% Reduce -1.5% 2,219 $821K
4J Wealth Management LLC 0.40% Add +1.6% 2,215 $820K
Leading Edge Financial Planning LLC 0.15% Add +11.5% 2,213 $819K
Mycio Wealth Partners, LLC 0.15% Add +121.9% 2,212 $819K
Curio Wealth, LLC 0.25% Add +0.1% 2,199 $814K
Summit Place Financial Advisors, LLC 0.36% Add +186.5% 2,192 $811K
Ruggaard & Associates LLC 0.29% Reduce -9.9% 2,189 $810K
Barlow Wealth Partners, LLC 0.09% No change 2,196 $809K
Crabel Capital Management, LLC 0.59% Add +8.0% 2,183 $808K
Kaizen Financial Strategies 0.32% Reduce -20.7% 2,187 $808K
First American Bank 0.05% New 2,181 $807K
Palumbo Wealth Management LLC 0.17% Add +0.3% 2,180 $807K
Chilton Capital Management LLC 0.03% Reduce -34.6% 2,179 $806K
Blom & Howell Financial Planning, Inc. 0.67% Add +2.1% 2,175 $805K
Ariston Services Group 0.44% Add +0.0% 2,172 $804K
RB Capital Management, LLC 0.16% Add +20.2% 2,171 $804K
Northcape Wealth Management, LLC 0.21% No change 2,170 $803K
WealthCare Investment Partners, LLC 0.19% Add +12.0% 2,169 $802K
Harvest Investment Services, LLC 0.12% Reduce -1.5% 2,167 $802K
Northside Capital Management, LLC 0.07% Add +15.2% 2,166 $802K
Owl Creek Wealth Partners LLC 0.23% Add +3.4% 2,162 $800K
Lauterbach Financial Advisors, LLC 0.34% Add +4.3% 2,161 $800K
Garden State Investment Advisory Services LLC 0.16% Reduce -0.6% 2,161 $799K
McCarter Private Wealth Services LLC 0.28% No change 2,159 $799K
Investment Counsel Co. of Nevada 1.49% Add +15.5% 2,158 $799K
Virtue Capital Management, LLC 0.11% Add +2.6% 2,237 $798K
Vestia Personal Wealth Advisors 0.31% Add +2.1% 2,156 $798K
DiNuzzo Private Wealth, Inc. 0.08% Reduce -1.5% 2,155 $797K
True Freedom Investing, LLC 0.06% No change 2,483 $797K
Hager Investment Management Services, LLC 0.37% No change 2,148 $795K
DMC Group, LLC 0.54% New 2,147 $794K
Intrinsic Value Partners, LLC 0.54% Reduce -2.3% 2,147 $794K
3 Factor Indexing, LLC 0.67% No change 2,140 $792K
OceanIQ Capital, LLC 0.48% — 2,079 $791K
Canal Capital Management, LLC 0.10% Reduce -0.1% 2,136 $791K
Vista Finance, LLC 0.44% Add +0.2% 2,128 $787K
HF Advisory Group, LLC 0.24% New 2,125 $786K
Legacy Capital Group California, Inc. 0.24% Add +0.1% 2,124 $786K
Accelerate Investment Advisors LLC 0.45% Add +0.1% 2,123 $786K
Ariadne Wealth Management, LP 0.35% No change 2,123 $785K
Richardson Financial Services Inc. 0.44% No change 2,116 $783K
Vantage Point Financial LLC 0.24% Add +0.2% 2,114 $782K
Kanawha Capital Management LLC 0.05% No change 2,110 $781K
Amplius Wealth Advisors, LLC 0.06% Add +35.5% 2,105 $779K
Alta Wealth Advisors LLC 0.21% Add +2.7% 2,104 $778K
Baron Wealth Management LLC 0.20% New 2,103 $778K
Brown Financial Advisory 0.32% No change 2,102 $778K
Box Hill Private Wealth LLC 0.62% Add +0.3% 2,098 $776K
Approach Retirement Advisors, LLC 0.56% Reduce -11.6% 2,095 $775K
Cordatus Wealth Management LLC 0.17% No change 2,091 $774K
Able Wealth Management LLC 0.18% Reduce -21.8% 2,090 $773K
Bearing Point Capital, LLC 0.10% Reduce -0.1% 2,088 $773K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.09% No change 2,088 $773K
Davis Wealth Advisors, LLC 0.60% Reduce -34.8% 2,080 $770K
Oak Family Advisors, LLC 0.22% Reduce -12.2% 2,079 $769K
Exit Wealth Advisors, LLC. 0.35% Add +8.6% 2,074 $768K
MidFirst Bank 0.05% No change 2,074 $767K
McNaughton Wealth Management, LLC 0.27% New 2,071 $766K
Flagstone Financial Management 0.17% Reduce -1.0% 2,068 $765K
Mirador Capital Partners LP 0.09% Add +6.1% 2,063 $763K
Caerus Investment Advisors, LLC 0.26% Add +6.3% 2,063 $763K
Childress Capital Advisors, LLC 0.12% Add +1.5% 2,058 $762K
Prudent Investors Network, Inc. 0.15% Reduce -50.0% 2,055 $761K
Planning Alternatives Ltd. 0.08% Reduce -27.1% 2,055 $760K
Ring Mountain Capital, LLC 0.32% Add +0.1% 2,052 $759K
J. Safra Sarasin Holding AG 0.01% New 2,050 $759K
Oxler Private Wealth LLC 0.22% No change 2,049 $758K
Blue Chip Partners, LLC 0.05% Add +49.0% 2,047 $758K
WJ Financial Advisors LLC 0.56% Reduce -0.7% 2,042 $756K
Aldebaran Financial Inc. 0.61% Reduce -26.5% 2,039 $755K
Pacific Sage Partners, LLC 0.11% Add +36.3% 2,037 $754K
Horizon Investment Services, LLC 0.21% Reduce -2.0% 2,029 $751K
SOA Wealth Advisors, LLC. 0.13% Reduce -3.1% 2,028 $751K
Legacy Wealth Partners, LLC 0.17% Add +17.2% 2,022 $748K
StoryOne LLC 0.35% Add +0.0% 2,020 $747K
Chicago Wealth Management, Inc. 0.26% No change 2,013 $745K
Integrity Advisory Solutions, LLC 0.08% Add +67.2% 2,011 $744K
Alpha Financial Partners LLC 0.39% Reduce -1.3% 2,011 $744K
Titan Global Capital Management USA LLC 0.09% New 2,006 $742K
Retirement Investment Advisors, Inc. 0.05% Add +3.6% 1,998 $739K
Klaas Financial Asset Advisors, LLC 0.09% No change 1,986 $735K
Deltec Asset Management LLC 0.11% No change 1,983 $734K
Red Mountain Financial, LLC 0.61% Add +9.9% 1,979 $732K
Schwarz Dygos Wheeler Investment Advisors LLC 0.14% Reduce -4.2% 1,978 $732K
Guardian Partners Inc. 0.07% Reduce -0.1% 1,975 $731K
Mma Asset Management LLC 0.23% No change 1,974 $731K
William John Sempolinski 0.29% No change 1,969 $729K
Pinnacle Wealth Management Group, Inc. 0.34% Reduce -7.5% 1,964 $727K
Longview Financial Advisors LLC 0.36% No change 1,958 $725K
Red Crane Wealth Management, LLC 0.53% No change 1,957 $724K
Stonebrook Private Inc. 0.13% Add +39.4% 1,955 $723K
Waterfront Wealth Inc. 0.11% Add +51.2% 1,940 $723K
Orion Investment Co 0.21% Reduce -50.6% 1,954 $723K
Hilltop Partners LLC 0.17% Add +0.1% 1,951 $722K
Navalign, LLC 0.17% Add +35.7% 1,950 $722K
PMG Wealth Management, Inc. 0.45% Add +3.9% 1,950 $722K
Legacy Financial Group LLC 0.08% Reduce -1.4% 1,950 $722K
Affinity Wealth Management LLC 0.09% Reduce -2.0% 1,950 $721K
Arcataur Capital Management LLC 0.18% Reduce -11.0% 1,947 $720K
Jefferies Financial Group Inc. 0.01% Add +41.5% 1,945 $720K
Mountain Capital Investment Advisors Inc. 0.10% Add +9.2% 1,943 $719K
Vistica Wealth Advisors, LLC 0.62% Add +70.3% 1,942 $719K
Bensler, LLC 0.06% Add +68.5% 1,941 $718K
Grantvest Financial Group LLC 0.42% Add +6.5% 1,939 $718K
Harbor Advisory Corp. 0.19% Reduce -9.4% 1,935 $716K
Hamilton Capital, LLC 0.04% Add +70.3% 1,931 $715K
Range Financial Group LLC 0.19% Reduce -2.0% 1,923 $711K
Planning Center, Inc. 0.07% Reduce -5.8% 1,922 $711K
Wealthgarden F.S. LLC 0.40% Add +31.5% 1,922 $711K
Apriem Advisors 0.06% Add +1.6% 1,918 $710K
Markowski Investments 0.16% — 1,917 $709K
AG Asset Advisory, LLC 0.57% Reduce -3.8% 1,917 $709K
Painted Porch Advisors LLC 0.31% Reduce -8.6% 1,916 $709K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -3.0% 1,916 $709K
Virtus Wealth Solutions LLC 0.10% Add +0.8% 1,916 $709K
GGM Financial LLC 0.27% Add +0.2% 1,911 $707K
Aufman Associates Inc 0.28% Add +0.2% 1,911 $707K
Addison Advisors LLC 0.33% Reduce -27.7% 1,910 $707K
Triangle Securities Wealth Management 0.14% Add +0.4% 1,907 $706K
CPA Asset Management Group, LLC 0.20% No change 1,904 $705K
BridgePort Financial Solutions, LLC 0.18% Add +0.9% 1,904 $705K
Tolleson Wealth Management, Inc. 0.09% New 1,892 $700K
Wealth Management Partners, LLC 0.16% Reduce -10.7% 1,892 $700K
Prudent Man Investment Management, Inc. 0.24% No change 2,087 $700K
Condor Capital Management 0.05% Add +0.3% 1,889 $699K
Clearwave Capital, LLC 0.39% Add +0.3% 1,889 $699K
Empirical Asset Management, LLC 0.16% Add +0.3% 1,887 $698K
Roman Butler Fullerton & Co. 0.17% Add +0.3% 1,888 $698K
MinichMacGregor Wealth Management, LLC 0.11% Add +7.0% 1,886 $698K
Mills Wealth Advisors LLC 0.22% Reduce -23.0% 1,879 $695K
Serenity Investment Advisors 0.30% Add +16.7% 1,840 $693K
W.G. Shaheen & Associates DBA Whitney & Co 0.05% Reduce -0.7% 1,872 $693K
Transcendent Capital Group LLC 0.27% Reduce -3.7% 1,871 $692K
Keebeck Wealth Management 0.07% Add +7.0% 1,869 $692K
1832 Asset Management L.P. 0.00% No change 1,868 $691K
Marathon Wealth Advisors LLC 0.24% Add +3.5% 1,867 $691K
Geneva Partners, LLC 0.18% Add +0.8% 1,866 $691K
Outbound Financial Inc 0.45% Add +33.0% 1,864 $690K
Retirement Financial Solutions, LLC 0.17% Add +0.3% 1,864 $690K
Heartwood Wealth Advisors LLC 0.05% No change 1,860 $688K
Houlihan Financial Resource Group, Ltd. 0.24% No change 1,856 $687K
Tilson Financial Group, Inc. 0.19% Add +0.5% 1,855 $686K
TrustWell Financial Advisors, LLC 0.58% Reduce -1.5% 1,853 $686K
B.O.S.S. Retirement Advisors, LLC 0.18% Reduce -37.7% 1,849 $684K
Summit Wealth & Retirement Planning, Inc. 0.14% Add +3.9% 1,848 $684K
Integrated Capital Management, Inc. 0.48% Add +11.3% 1,845 $683K
Anchor Capital Advisors LLC 0.02% Reduce -21.1% 1,845 $683K
Bienville Capital Management, LLC 0.10% Reduce -17.9% 1,843 $682K
Attessa Capital LLC 0.31% Add +0.2% 1,842 $682K
Keystone Financial Services 0.17% Reduce -18.8% 1,833 $678K
Conquis Financial LLC 0.55% No change 1,832 $678K
Red Spruce Capital, LLC 0.24% Add +57.3% 1,831 $678K
ZEGA Investments, LLC 0.11% Reduce -2.1% 1,830 $677K
JT Stratford LLC 0.07% Add +2.9% 1,827 $676K
Alaska Wealth Advisors, LLC 0.07% No change 1,821 $674K
FFG Partners, LLC 0.19% Add +0.3% 1,818 $673K
Chesapeake Asset Management LLC 0.52% Add +12.4% 1,817 $672K
Centerpoint Advisors, LLC 0.19% Add +0.8% 1,815 $672K
Kastel Capital Advisors, LLC 0.42% Reduce -88.7% 2,094 $672K
Whitcomb & Hess, Inc. 0.14% No change 1,814 $671K
Breachway Investments LLC 1.01% Add +1.0% 1,811 $670K
Ballast, Inc. 0.13% No change 1,805 $668K
Vista Investment Partners Ii, LLC 0.26% Add +1.0% 1,802 $667K
BetterWealth, LLC 0.12% No change 1,802 $667K
BankPlus Trust Department 0.16% Add +11.2% 1,797 $665K
49 Wealth Management, LLC 0.13% Reduce -78.8% 1,797 $665K
Alongside, LLC 0.13% — 1,797 $665K
Optivise Advisory Services LLC 0.34% Add +23.5% 1,796 $665K
Quattro Advisors LLC 0.44% Add +29.0% 1,793 $664K
Lifeworks Advisors, LLC 0.07% Reduce -25.4% 1,793 $663K
Seelaus Asset Management LLC 0.47% Reduce -5.2% 1,792 $663K
Thomasville National Bank 0.04% — 1,790 $662K
Vectors Research Management, LLC 0.17% Reduce -1.6% 1,787 $661K
USA Financial Formulas 0.12% — 1,773 $656K
M. Kraus & Co 0.17% Add +19.0% 1,769 $655K
Weaver Capital Management LLC 0.14% No change 2,038 $654K
Cedarwood Wealth LLC 0.49% Add +50.0% 1,764 $653K
Stillwater Capital Advisors, LLC 0.07% No change 1,763 $652K
Payne Capital Management, LLC 0.17% Add +1.3% 1,762 $652K
Apeiron RIA LLC 0.17% Reduce -17.6% 1,760 $651K
Anchyra Partners LLC 0.16% Add +76.0% 1,760 $651K
Yardley Wealth Management LLC 0.29% No change 1,754 $649K
Strata Wealth Advisors, LLC 0.16% Add +6.8% 1,752 $648K
Legacy CG, LLC 0.17% No change 1,747 $646K
Field & Main Bank 0.13% No change 1,745 $646K
Coign Capital Advisors LLC 0.29% Reduce -1.8% 1,741 $644K
Xcelsior Advisor Partners LLC 0.09% Add +42.9% 1,741 $644K
Legacy Capital Wealth Management, LLC 0.30% No change 1,733 $641K
Avos Capital Management, LLC 0.27% Reduce -11.6% 1,730 $640K
Crane Advisory, LLC 0.09% No change 1,722 $638K
Investment Partners, LTD. 0.20% Add +0.3% 1,724 $638K
Alpha Wealth Funds, LLC 0.39% Add +3.1% 3,536 $637K
Wayfinding Financial, LLC 0.24% Reduce -0.3% 1,721 $636K
Factor Wealth Management LTD 0.10% Add +8.3% 1,718 $636K
Capital Investment Counsel, Inc 0.07% No change 1,718 $636K
Granite Bay Wealth Management, LLC 0.06% Add +95.4% 1,714 $634K
GAMCO Investors 0.01% Reduce -97.2% 1,713 $634K
KilterHowling LLC 0.28% Reduce -59.4% 1,713 $634K
Jackson Square Capital, LLC 0.09% No change 1,710 $633K
Firethorn Wealth Partners, LLC 0.20% Add +0.1% 1,709 $632K
Laurel Wealth Advisors LLC 0.06% Add +13.8% 1,704 $631K
Cordgrass Capital Advisors, LLC 0.23% Reduce -9.8% 1,692 $626K
Alliance Wealth Management Group 0.12% Add +1.1% 1,691 $626K
Towercrest Capital Management 0.09% Add +1.1% 1,691 $626K
Cannon Wealth Management Services, LLC 0.34% Reduce -1.9% 1,687 $624K
apricus wealth, LLC 0.30% Add +20.2% 1,677 $620K
RMR Wealth Builders 0.04% Add +111.9% 1,676 $620K
Retirement Guys Formula LLC 0.23% Add +0.4% 1,672 $619K
Estate Planners Group, LLC 0.28% Reduce -11.8% 1,672 $619K
S&A Financial Services, Inc. 0.38% Reduce -21.2% 1,672 $619K
Centennial Advisors, LLC 0.74% Reduce -50.0% 1,670 $618K
Retirement Systems of Alabama 0.00% No change 1,670 $618K
Bar Harbor Wealth Management 0.03% No change 1,668 $617K
Steffes Financial, Ltd. 0.27% Reduce -2.1% 1,667 $617K
Sincerus Advisory, LLC 0.42% Add +0.2% 1,664 $616K
Allstreet Capital Advisors LLC 0.40% Add +23.3% 1,663 $616K
SWAN Capital LLC 0.21% No change 1,661 $615K
First Financial Bankshares Inc 0.01% No change 1,660 $614K
Moller Wealth Partners 0.11% Reduce -0.8% 1,658 $614K
Fusion Capital, LLC 0.14% Add +1.5% 1,656 $613K
Canandaigua National Bank & Trust Co. 0.05% — 1,654 $612K
Vigilare Wealth Management 0.19% Add +11.5% 1,653 $612K
Johnson & White Wealth Management, LLC 0.23% Reduce -1.5% 1,653 $612K
Abbot Financial Management, Inc. 0.22% Add +0.3% 1,653 $612K
Detalus Advisors, LLC 0.12% Reduce -12.2% 1,653 $612K
Tucker Asset Management LLC 0.15% Add +6.1% 1,653 $611K
Lyell Wealth Management, LP 0.04% No change 1,652 $611K
Broadleaf Partners, LLC 0.12% Reduce -21.1% 1,651 $611K
Banta Asset Management LP 0.55% Add +2.8% 1,650 $611K
Eagle Wealth Advisors LLC 0.47% No change 1,650 $611K
Arthur M. Cohen & Associates, LLC 0.10% Add +0.3% 1,646 $609K
Mezzasalma Advisors, LLC 0.12% No change 1,643 $608K
Buska Wealth Management, LLC 0.22% Add +0.1% 1,643 $608K
Carrera Capital Advisors 0.09% Add +0.3% 1,642 $608K
Richardson Capital Management LLC 0.26% Add +61.3% 2,003 $607K
Financial Partners Group, Inc 0.06% Add +2.8% 1,639 $607K
January Capital Advisors LLC 0.51% Add +74.5% 1,639 $606K
BCU Wealth Advisors, LLC 0.20% Add +0.2% 1,637 $606K
Tulsa Wealth Advisors, INC 0.09% Add +1.2% 1,635 $605K
Kingstone Capital Partners Texas, LLC 0.32% Add +0.3% 1,634 $604K
Aspetuck Financial Management LLC 0.36% Reduce -5.8% 1,631 $604K
Elser Financial Planning, Inc 0.03% Add +9.2% 1,626 $602K
FCG Investment Co 0.21% New 1,625 $601K
Fielder Capital Group LLC 0.13% No change 1,619 $599K
Destiny Wealth Partners, LLC 0.08% Reduce -7.4% 1,624 $598K
Global Strategic Investment Solutions, LLC 0.05% Reduce -0.4% 1,607 $595K
Maple Capital Management, Inc. 0.04% Reduce -5.4% 1,607 $595K
Livet Wealth, LLC 0.34% No change 1,607 $594K
Cravens & Co Advisors, LLC 0.40% No change 1,601 $592K
Novare Capital Management LLC 0.04% No change 1,599 $592K
Melone Private Wealth, LLC 0.23% Reduce -1.8% 1,596 $591K
Ifrah Financial Services, Inc. 0.14% Reduce -37.5% 1,595 $590K
Indie Asset Partners, LLC 0.57% No change 1,595 $590K
First County Bank 0.28% Reduce -4.0% 1,595 $590K
Schiavi & Co LLC 0.16% Add +23.2% 1,595 $590K
Fiduciary Wealth Partners, LLC 0.32% Add +0.1% 1,595 $590K
Krane Financial Solutions LLC 0.36% Add +10.7% 1,593 $589K
1ST Source Bank 0.03% Reduce -22.1% 1,592 $589K
JSF Financial, LLC 0.09% Add +58.8% 1,588 $588K
Figure 8 Investment Strategies LLC 0.49% No change 1,583 $586K
Dougherty & Associates, LLC 0.47% Reduce -11.0% 1,582 $586K
Evolution Wealth Management Inc. 0.34% Reduce -4.7% 1,579 $584K
Tranquility Partners, LLC 0.20% Add +56.0% 1,576 $583K
Mechanics Bank Trust Department 0.07% Reduce -0.3% 1,575 $583K
Waystone Advisors LLC 0.43% New 1,571 $581K
Safe Harbor Fiduciary, LLC 0.45% No change 1,570 $581K
Shum Financial Group, Inc. 0.35% Reduce -3.5% 1,569 $581K
Great Waters Wealth Management 0.05% Reduce -1.6% 1,566 $580K
Truvestments Capital LLC 0.09% Reduce -53.9% 1,566 $579K
Opus Capital Group, LLC 0.06% Reduce -2.0% 1,566 $579K
Prasad Wealth Partners, LLC 0.14% Reduce -66.8% 1,562 $578K
Register Financial Advisors LLC 0.18% No change 1,561 $578K
Integrity Investment Advisors, LLC 0.25% Add +24.6% 1,561 $578K
JCP Investment Management, LLC 0.31% No change 1,560 $577K
Advisor Resource Council 0.19% Add +0.1% 1,559 $577K
Paradigm Capital Management, LLC 0.50% Reduce -0.1% 1,557 $576K
One Wealth Advisors, LLC 0.06% Reduce -9.5% 1,553 $575K
Shearwater Capital LLC 0.27% Add +0.1% 1,552 $574K
Advisory Resource Group 0.09% Add +1.6% 1,551 $574K
J.E. Simmons & Co., P.C. 0.32% No change 1,549 $573K
Meramec Financial Planners, LLC 0.21% Add +6.9% 1,570 $573K
Fagan Associates, Inc. 0.07% Reduce -0.5% 1,548 $573K
New Insight Wealth Advisors 0.17% Reduce -19.0% 1,548 $573K
Mairs & Power Inc. 0.01% Add +0.1% 1,547 $572K
Comprehensive Financial Consultants Institutional, Inc. 0.15% No change 1,545 $572K
Comprehensive Financial Planning, Inc. 0.30% Add +6.9% 1,543 $571K
Vaughan David Investments LLC 0.01% Add +140.9% 1,544 $571K
MLG Wealth Management DBA Pine Grove Financial Group 0.06% Add +5.5% 1,542 $571K
Pekin Hardy Strauss, Inc. 0.05% Add +74.0% 1,540 $570K
Darwin Wealth Management, LLC 0.16% Add +0.2% 1,538 $569K
Oceanside Advisors LLC 0.29% Add +133.0% 1,538 $569K
Taylor Hoffman Capital Management LLC 0.14% No change 1,538 $569K
Up Strategic Wealth Investment Advisors LLC 0.34% Reduce -4.3% 1,492 $566K
Burton Enright Welch 0.07% Add +14.1% 1,531 $566K
Atwood & Palmer Inc. 0.03% Add +0.3% 1,529 $566K
Catalyst Investment Management LLC 0.51% Add +19.8% 1,529 $566K
Integrated Investment Consultants, LLC 0.11% Reduce -7.3% 1,528 $565K
Sanchez Levi Garrett 0.31% No change 1,527 $565K
MKT Advisors LLC 0.17% Add +0.7% 1,523 $563K
Guilbault Capital LLC 0.56% No change 1,515 $561K
Beacon Financial Advisory LLC 0.11% Reduce -3.1% 1,515 $561K
Riverbend Wealth Management, LLC 0.28% Reduce -4.0% 1,510 $559K
EnRich Financial Partners LLC 0.13% Reduce -0.9% 1,510 $559K
Chapman Financial Group, LLC 0.37% No change 1,509 $558K
Charter Research & Investment Group, Inc. 0.34% No change 1,509 $558K
Cannon Advisors, Inc. 0.34% Add +39.3% 1,500 $557K
Sanchez Gaunt Capital Management, LLC 0.31% Add +1.7% 1,504 $557K
Collective Family Office LLC 0.11% No change 1,500 $555K
Delta Capital Management LLC 0.26% No change 1,500 $555K
PlanVest Financial, Inc 0.37% Add +16.4% 1,495 $553K
Tamar Securities, LLC 0.05% New 1,495 $553K
Godshalk Welsh Capital Management, Inc. 0.30% Add +48.4% 1,493 $553K
Blue Edge Capital, LLC 0.07% Reduce -90.2% 1,491 $551K
Waddell & Associates, LLC 0.03% Reduce -9.8% 1,487 $550K
Sensenig Capital Advisors, Inc 0.50% Add +2.6% 1,487 $550K
Ervin Investment Management, LLC 0.30% No change 1,486 $550K
Taylor & Morgan Wealth Management, LLC 0.27% Add +0.1% 1,485 $550K
North Point Portfolio Managers Corp. 0.09% No change 1,485 $550K
Herold Advisors, Inc. 0.11% No change 1,481 $548K
Integrated Wealth Management 0.58% Add +0.1% 1,476 $546K
Aviso Wealth Management 0.19% Reduce -0.9% 1,468 $543K
Blue Fin Capital, Inc. 0.08% Add +0.1% 1,468 $543K
Warren Street Wealth Advisors, LLC 0.12% Reduce -10.8% 1,467 $543K
Lynch & Associates 0.09% No change 1,459 $540K
Urban Wealth Management, LLC 0.47% Reduce -3.3% 1,458 $539K
W Advisors, LLC 0.25% Add +6.1% 1,457 $539K
Trust Co. of Oklahoma 0.14% Reduce -7.7% 1,456 $539K
Westover Capital Advisors, LLC 0.09% Reduce -3.3% 1,456 $539K
Bay Capital Advisors, LLC 0.29% Add +0.5% 1,456 $539K
Great Lakes Advisors, LLC 0.00% Reduce -2.7% 1,453 $538K
Natural Investments, LLC 0.12% Add +0.9% 1,453 $537K
Marks Group Wealth Management, Inc 0.05% Reduce -22.7% 1,444 $534K
Rainey & Randall Wealth Advisors Inc. 0.08% Add +85.2% 1,443 $534K
Newman Dignan & Sheerar, Inc. 0.10% Add +11.9% 1,443 $534K
Asset One Wealth Management LLC 0.06% Reduce -47.1% 1,431 $533K
Norden Group LLC 0.04% Reduce -2.0% 1,440 $533K
Capital Investment Services of America, Inc. 0.05% Add +13.4% 1,440 $533K
Lavaca Capital LLC 0.06% New 1,437 $532K
Paragon Financial Partners, Inc. 0.29% Add +0.2% 1,444 $532K
Joule Financial, LLC 0.14% No change 1,436 $532K
Adelphi Trust Co 0.35% Add +4.1% 1,436 $531K
Woodley Farra Manion Portfolio Management Inc. 0.03% Add +3.1% 1,432 $530K
Toronto Dominion Bank 0.00% Reduce -22.6% 1,430 $529K
Sara-Bay Financial 0.14% Reduce -28.6% 1,428 $528K
Trillium Asset Management, LLC 0.02% No change 1,428 $528K
Global Trust Asset Management, LLC 0.17% Reduce -27.4% 1,427 $528K
Trailhead Planners LLC 0.51% Add +1.0% 1,426 $528K
Encompass Wealth Advisors, LLC 0.16% Add +13.4% 1,425 $527K
Private Client Services, LLC 0.14% Reduce -17.4% 1,418 $525K
Redwood Family Wealth LLC 0.46% Reduce -1.6% 1,416 $524K
E&G Advisors, LLC 0.10% Reduce -1.0% 1,413 $523K
Holderness Investments Co. 0.09% No change 1,413 $523K
Cardinal Strategic Wealth Guidance 0.12% Reduce -9.4% 1,411 $522K
Leeward Financial Partners, LLC 0.14% Reduce -5.9% 1,410 $522K
Formulate Financial LLC 0.55% Add +37.0% 1,407 $521K
Parcion Private Wealth LLC 0.03% Add +1.7% 1,406 $520K
Financial Sense Advisors, Inc. 0.11% Add +0.7% 1,403 $519K
T. Rowe Price Associates Inc. 0.00% Reduce -10.5% 1,400 $519K
Fidelis Wealth Advisors LLC 0.78% New 1,401 $518K
Greykasell Wealth Strategies, Inc. 0.19% No change 1,397 $517K
Seek First Inc. 0.33% Add +0.1% 1,396 $517K
Fortress Financial Group, LLC 0.26% Reduce -52.4% 1,395 $516K
Stablepoint Partners, LLC 0.07% Add +1.2% 1,392 $515K
marrick wealth, LLC 0.36% New 1,389 $514K
DB&C Advisors, LLC 0.56% Reduce -14.0% 1,388 $513K
Henderson Brothers Financial Partners, LLC 0.24% Reduce -49.1% 1,383 $512K
Vermillion & White Wealth Management Group, LLC 0.26% Add +2.5% 1,380 $511K
Cooper Financial Group 0.04% Add +48.8% 1,373 $508K
Stokes Capital Advisors, LLC 0.11% New 1,372 $508K
Costello Asset Management, INC 0.15% Add +0.1% 1,371 $507K
Bluesphere Advisors LLC 0.16% No change 1,367 $506K
Brewster Financial Planning LLC 0.28% Reduce -7.0% 1,365 $505K
Hartmann Taylor Wealth Management, LLC 0.33% No change 1,570 $504K
Signature Resources Capital Management, LLC 0.20% Add +3.2% 1,361 $504K
Mark Sheptoff Financial Planning, LLC 0.27% Add +21.1% 1,360 $503K
GEM Asset Management, LLC 0.20% Reduce -0.2% 1,358 $503K
Private Capital Management, LLC 0.05% Add +0.1% 1,357 $502K
Aull & Monroe Investment Management Corp 0.21% Add +0.9% 1,357 $502K
First Merchants Corp. 0.02% Add +9.7% 1,357 $502K
GoalFusion Wealth Management, LLC 0.20% No change 1,355 $501K
John G Ullman & Associates Inc. 0.06% No change 1,354 $501K
Meeder Advisory Services, Inc. 0.02% Add +8.6% 1,349 $499K
Womack Financial LLC 0.33% New 1,346 $498K
Baldwin Wealth Partners LLC 0.03% Reduce -6.6% 1,345 $498K
John W. Brooker & Co., CPAs 0.60% No change 1,345 $498K
Clearstead Trust, LLC 0.07% No change 1,344 $497K
Pillar Financial Advisors, LLC 0.26% No change 1,339 $496K
Kellett Wealth Advisors, LLC 0.23% No change 1,339 $495K
ZWJ Investment Counsel Inc. 0.02% No change 1,334 $494K
Sachem Hill LLC 0.09% No change 1,329 $492K
Noble Family Wealth, LLC 0.09% Add +35.8% 1,327 $491K
Grange Capital, LLC 0.45% Reduce -8.1% 1,321 $489K
HighRoad Wealth Advisors, LLC 0.41% Add +2.7% 1,314 $486K
Darrow Company, Inc. 0.19% No change 1,314 $486K
Layline Advisors, LLC 0.43% Add +0.1% 1,307 $484K
Prostatis Group LLC 0.11% Reduce -1.9% 1,306 $483K
Willis Investment Counsel 0.02% Add +0.8% 1,304 $483K
FORM Wealth Advisors, LLC 0.05% Reduce -21.7% 1,304 $483K
Roth Financial Partners LLC 0.14% Add +4.8% 1,297 $480K
Synergy Financial Group, LTD 0.34% Add +2.6% 1,294 $479K
LCNB Corp. 0.15% No change 1,293 $478K
Qube Research & Technologies Ltd 0.00% New 1,293 $478K
Fulcrum Capital LLC 0.10% No change 1,291 $478K
One Wealth Map LLC 0.22% Reduce -0.2% 1,324 $477K
Ellis Investment Partners, LLC 0.07% Reduce -1.2% 1,288 $477K
Financial & Tax Architects, LLC 0.10% Reduce -98.4% 1,288 $477K
Bell Investment Advisors, Inc 0.07% Reduce -0.6% 1,288 $477K
Green Ridge Wealth Planning LLC 0.20% No change 1,286 $476K
Cowa, LLC 0.13% Add +0.1% 1,283 $475K
Invariant Investment Management 0.28% Add +0.3% 1,276 $474K
Paul R. Ried Financial Group, LLC 0.21% No change 1,281 $474K
Signet Investment Advisory Group, Inc. 0.21% No change 1,280 $474K
Cohen Investment Advisors LLC 0.21% Add +18.6% 1,275 $472K
Cranbrook Wealth Management, LLC 0.09% Reduce -1.9% 1,275 $472K
Peoples Bank 0.24% No change 1,273 $471K
Artesa Financial Group, LLC 0.40% Add +5.7% 1,266 $468K
Marshall Financial Group, LLC 0.07% Add +0.5% 1,265 $468K
Boyer Financial Services, Inc. 0.39% Reduce -2.4% 1,267 $467K
William Howard & Co Financial Advisors Inc 0.36% No change 1,262 $467K
Rockland Trust Co. 0.02% Add +1.3% 1,260 $466K
M Wealth Management, LLC 0.37% Add +0.3% 1,259 $466K
25 LLC 0.13% No change 1,258 $466K
Edge Wealth Management LLC 0.08% Add +0.9% 1,257 $465K
Main Street Research LLC 0.02% Reduce -2.6% 1,255 $464K
Epiq Partners, LLC 0.20% Add +7.9% 1,253 $463K
Syntax Research, Inc. 0.34% Add +0.2% 1,252 $463K
Sage Capital Management, LLC 0.18% Add +0.2% 1,251 $463K
Midwest Capital Advisors, LLC 0.19% Add +2.0% 1,252 $463K
Bauman Advisory Group, LLC 0.25% Add +8.0% 1,251 $463K
InTrack Investment Management Inc 0.23% No change 1,250 $463K
Donor Advised Charitable Giving, Inc. 0.01% Add +91.7% 1,250 $463K
TrueWealth Advisors, LLC 0.10% Reduce -7.6% 1,250 $462K
Demars Financial Group, LLC 0.13% Reduce -2.0% 1,248 $462K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Reduce -8.0% 1,247 $461K
Ritter Daniher Financial Advisory LLC / DE 0.07% Reduce -5.1% 1,244 $460K
Fortis Advisors, LLC 0.22% Reduce -20.0% 1,244 $460K
Kessler Investment Group, LLC 0.20% Add +0.7% 1,242 $460K
DHJJ Financial Advisors, Ltd. 0.13% Reduce -0.6% 1,240 $459K
North Capital, Inc. 0.35% Add +0.2% 1,239 $459K
Mosaic Advisors LLC 0.61% No change 1,238 $458K
Guardian Capital, LLC 0.37% Reduce -6.7% 1,231 $456K
Oxinas Partners, LLC 0.18% Reduce -3.8% 1,231 $455K
Cooper/Haims Advisors, LLC 0.20% No change 1,227 $454K
Great Oak Capital Partners, LLC 0.10% Reduce -2.9% 1,226 $453K
Diversified Investment Strategies, LLC 0.29% No change 1,220 $451K
Second Line Capital, LLC 0.08% New 1,219 $451K
MOKAN Wealth Management Inc. 0.17% Add +0.3% 1,217 $450K
Oak Harvest Investment Services 0.04% Reduce -32.6% 1,216 $450K
Copper Harbor Investment Advisors, LLC 0.09% — 1,210 $448K
AAF Wealth Management, LLC 0.16% No change 1,207 $447K
Essex Investment Management Co. LLC 0.06% No change 1,206 $446K
Impact Partnership Wealth, LLC 0.04% New 1,206 $446K
Tribridge Partners Financial LLC 0.17% Reduce -20.6% 1,221 $446K
Bond & Devick Financial Network, Inc. 0.11% Add +8.7% 1,203 $445K
Robinson Smith Wealth Advisors LLC 0.27% Add +15.0% 1,199 $444K
Advisortrust Partners, LLC 0.15% No change 1,184 $438K
SpringVest Wealth Management LLC 0.28% Add +26.8% 1,182 $437K
Souders Financial Advisors 0.04% Add +8.7% 1,182 $437K
Leicht Financial Planning & Wealth Management, Inc. 0.18% Add +21.1% 1,180 $437K
Paragon Capital Management Ltd 0.08% Reduce -20.9% 1,177 $436K
Three Bridge Wealth Advisors, LLC 0.11% No change 1,177 $436K
Voisard Asset Management Group, Inc. 0.08% Add +12.9% 1,176 $435K
PFC Capital Group, Inc. 0.17% No change 1,177 $435K
Gould Asset Management LLC 0.07% No change 1,175 $435K
Heritage Trust Co 0.04% Add +35.9% 1,174 $434K
Financial Security Advisor, Inc. 0.07% Reduce -43.0% 1,172 $434K
Goodman Financial Corp 0.07% Add +0.2% 1,172 $434K
Cambridge Capital Management, LLC 0.16% Add +0.3% 1,171 $433K
Vance Wealth, LLC 0.10% Add +1.2% 1,170 $433K
Winnacle Wealth LLC 0.29% New 1,169 $433K
Succession Financial, Inc. 0.42% — 1,167 $432K
RKL Wealth Management LLC 0.03% Add +0.2% 1,166 $431K
Portfolio Strategies, Inc. 0.04% Reduce -98.8% 1,158 $431K
Ruedi Wealth Management, Inc. 0.10% Reduce -0.3% 1,164 $431K
Silvia McColl Wealth Management, LLC 0.26% No change 1,162 $430K
Okabena Investment Services Inc. 0.08% No change 1,161 $430K
Premier Path Wealth Partners, LLC 0.05% Add +6.0% 1,161 $429K
Purus Wealth Management, LLC 0.12% No change 1,156 $428K
Horizon Investments, LLC 0.00% Reduce -50.0% 1,155 $427K
Elevate Wealth Advisory, Inc. 0.24% Add +0.5% 1,152 $426K
Poehling Capital Management, INC. 0.09% Reduce -7.7% 1,146 $424K
Cornerstone Planning Group LLC 0.05% Reduce -40.4% 1,149 $424K
Ellsworth Advisors, LLC 0.07% New 1,138 $424K
Wolff Financial Management LLC 0.08% Add +0.9% 1,144 $423K
Valpey Financial Services, LLC 0.25% No change 1,142 $423K
Villere St Denis J & Co. LLC 0.05% No change 1,141 $422K
Walker Asset Management, LLC 0.21% No change 1,138 $421K
Physician Wealth Advisors, Inc. 0.05% Add +2.9% 1,136 $420K
Cambridge Financial Group, LLC 0.13% Reduce -64.4% 1,134 $420K
Axis Wealth Partners, LLC 0.20% Reduce -11.3% 1,133 $419K
Schnieders Capital Management, Llc. 0.06% Add +5.4% 1,131 $419K
Patrick M Sweeney & Associates, Inc. 0.24% No change 1,130 $418K
Nvest Financial, LLC 0.13% Add +0.3% 1,130 $418K
Kapstone Financial Advisors LLC 0.17% No change 1,129 $418K
Williams & Novak, LLC 0.28% No change 1,128 $417K
Johns Hopkins University 0.03% Reduce -0.8% 1,124 $416K
Southeast Asset Advisors, LLC 0.04% Add +44.6% 1,122 $415K
Ameritas Investment Partners, Inc. 0.01% Reduce -0.2% 1,121 $415K
Stewardship Concepts Financial Services LLC 0.28% New 1,121 $415K
Strive Financial Group ,LLC 0.18% Add +28.1% 1,121 $415K
G&S Capital LLC 0.12% Add +17.6% 1,121 $415K
Ark Wealth Advisors LLC 0.37% No change 1,118 $414K
Spectrum Investment Advisors, Inc. 0.17% Reduce -2.0% 1,118 $414K
BAM Wealth Management, LLC 0.26% New 1,115 $413K
Compton Financial Group, LLC 0.08% No change 1,112 $411K
McGrath & Associates, Inc. 0.54% Reduce -0.5% 1,111 $411K
Client 1ST Advisory Group, LLC 0.11% No change 1,110 $411K
Paragon Advisors, LLC 0.09% Add +10.0% 1,109 $410K
Strait & Sound Wealth Management LLC 0.14% No change 1,109 $410K
Townsquare Capital LLC 0.08% New 1,108 $410K
LCW Services, LLC 0.18% Reduce -10.9% 1,108 $410K
Prestige Wealth Management Group LLC 0.07% Add +0.5% 1,106 $409K
Saxony Capital Management, LLC 0.19% Add +1.6% 1,104 $409K
Ehrenkranz Partners L.P. 0.24% Reduce -4.6% 1,103 $408K
Rollins Financial Advisors, LLC 0.05% Add +0.1% 1,103 $408K
Clientfirst Wealth Management, LLC 0.33% No change 1,100 $407K
Transce3nd, LLC 3.58% Add +266.7% 1,089 $406K
WealthTrust Axiom LLC 0.09% New 1,097 $406K
Potentia Wealth 0.17% Reduce -4.6% 1,092 $404K
Insight Wealth Strategies, LLC 0.04% Add +39.2% 1,093 $404K
Chaney Capital Management, Inc. 0.13% No change 1,090 $403K
Charter Capital Management, LLC\DE 0.18% No change 1,089 $403K
Wheelhouse Advisory Group LLC 0.11% Reduce -0.3% 1,088 $403K
Orin Green Financial, LLC 0.15% Reduce -16.4% 1,088 $403K
Northwest Financial Advisors 0.05% Reduce -1.6% 1,087 $402K
Planned Solutions, Inc. 0.12% New 1,087 $402K
Tectonic Advisors LLC 0.02% Reduce -6.4% 1,087 $402K
Macro Advisors, Inc. 0.13% New 1,085 $401K
Cape Cod Five Cents Savings Bank 0.03% — 1,083 $401K
Forte Asset Management LLC 0.16% No change 1,080 $400K
Gainplan LLC 0.16% Add +1.0% 1,080 $400K
High Point Wealth Management, LLC 0.33% Add +0.3% 1,076 $398K
Bannerman Wealth Management Group, LLC 0.23% New 1,071 $396K
Alteri Wealth LLC 0.11% Reduce -7.0% 1,069 $396K
Birchwood Financial Partners, Inc. 0.32% Add +17.8% 1,068 $395K
J. Team Financial, Inc. 0.38% Add +0.3% 1,060 $392K
Ak Global Asset Management, LLC 0.33% New 1,060 $392K
Thayer Partners, LLC / MA 0.16% Add +29.6% 1,059 $392K
Rise Advisors, LLC 0.11% Add +0.3% 1,057 $391K
Plan A Wealth LLC 0.17% Reduce -43.2% 1,054 $390K
Walker Financial Services, Inc. 0.12% No change 1,051 $389K
SPG Advisors LLC 7.00% Add +0.1% 1,050 $389K
Smith Partners Wealth Management, LLC 0.31% Reduce -3.9% 1,050 $389K
Wealth Alliance, LLC 0.03% New 1,049 $388K
Accredited Investor Services, LLC 0.22% No change 1,049 $388K
Carret Asset Management, LLC 0.03% No change 1,046 $387K
Farmers National Bank 0.08% Add +31.9% 1,045 $387K
Occidental Asset Management, LLC 0.04% No change 1,043 $386K
Invera Wealth Advisors, LLC 0.21% No change 1,040 $385K
Goepper Burkhardt LLC 0.12% New 1,040 $385K
Zenith Solutions, Inc. 0.35% — 1,038 $384K
Tepp RIA, LLC 0.26% Add +0.2% 1,037 $384K
Highland Investment Advisors LLC 0.17% — 1,037 $384K
FSB Premier Wealth Management, Inc. 0.11% Add +0.7% 1,036 $383K
Three Arch Wealth Management LLC 0.06% New 1,035 $383K
Hobart Private Capital, LLC 0.07% Add +2.0% 1,033 $382K
Capital Squared Financial LLC 0.25% Reduce -2.1% 1,031 $381K
Fort Washington Investment Advisors Inc. 0.00% Reduce -5.7% 1,027 $380K
Private Wealth Asset Management, LLC 0.04% Reduce -67.2% 1,025 $379K
Wealth Science Advisors LLC 0.17% Reduce -4.7% 1,023 $379K
Paces Ferry Wealth Advisors, LLC 0.14% Reduce -1.9% 1,021 $378K
American State Bank (Iowa) 0.15% Reduce -3.8% 1,017 $376K
Chatterton & Associates Inc. 0.22% New 1,012 $376K
Wernau Asset Management Inc. 0.36% Add +0.2% 1,013 $375K
Premier Private Wealth Management LLC 0.33% New 1,012 $374K
Independent Wealth Advisors LLC 0.34% Reduce -8.4% 1,011 $374K
Burk Holdings LLC 0.14% Reduce -10.9% 1,009 $373K
Sugar Maple Asset Management, LLC 0.24% No change 1,005 $372K
DDFG, Inc 0.07% Add +0.3% 1,002 $371K
Keeler & Nadler Financial Planning & Wealth Management 0.11% Add +22.5% 1,001 $370K
New Wave Wealth Advisors LLC 0.10% No change 1,001 $370K
WMS Group LLC 0.48% No change 1,000 $370K
JBF Capital, Inc. 0.05% No change 1,000 $370K
Milestone Asset Management, LLC 0.06% Reduce -1.4% 999 $370K
Addison Capital Co 0.06% Add +0.3% 1,000 $370K
Andina Capital Management, LLC 0.61% Reduce -11.0% 999 $370K
Dominguez Wealth Management Solutions, Inc. 0.20% Reduce -6.6% 998 $369K
Northstar Asset Management Inc. 0.11% No change 997 $369K
Castle Rock Wealth Management, LLC 0.07% Reduce -11.8% 998 $369K
Riverpoint Wealth Management Holdings, LLC 0.07% Add +22.1% 994 $368K
Private Management Group Inc. 0.01% Reduce -6.5% 994 $368K
Old Port Advisors 0.07% New 994 $368K
Kingsbury Capital Investment Advisors LLC 0.31% Add +0.1% 993 $368K
KMT Wealth Management, LLC 0.31% Reduce -99.7% 993 $368K
LiftPoint Family Wealth Advisors LLC 0.25% No change 993 $367K
Investmark Advisory Group LLC 0.14% Add +0.3% 992 $367K
Abound Financial, LLC 0.15% No change 992 $367K
Core Wealth Advisors, Inc. 0.07% Add +35.9% 988 $366K
Pavion Blue Capital, LLC 0.15% No change 983 $364K
Impax Asset Management Group plc 0.00% Add +15.3% 981 $363K
Joseph P. Lucia & Associates, LLC 0.11% Add +12.0% 981 $363K
Vigil Wealth Management, LLC 0.26% No change 981 $363K
Tull Financial Group, Inc. 0.14% Add +3.4% 980 $363K
CoreFirst Bank & Trust 0.18% Reduce -39.2% 980 $363K
Kennedy Investment Group, Inc. 0.12% Reduce -2.1% 979 $362K
Wisconsin Wealth Advisors, LLC 0.31% No change 979 $362K
Phillips Wealth Planners LLC 0.27% Add +0.9% 980 $362K
Teamwork Financial Advisors, LLC 0.03% Reduce -8.5% 979 $362K
Arrow Financial Corp 0.03% Reduce -29.0% 978 $362K
Wealth Forward, LLC 0.18% No change 976 $361K
Cogent Private Wealth, Inc. 0.23% Add +45.9% 976 $361K
Retirement Planning Group, LLC / NY 0.20% Add +0.2% 968 $358K
River Street Advisors LLC 0.11% No change 966 $357K
HMS Capital Management, LLC 0.13% Add +0.1% 965 $357K
Blue Water Asset Management 0.12% Reduce -2.0% 965 $357K
Amarillo National Bank 0.06% No change 962 $356K
ProVise Management Group, LLC 0.02% Reduce -9.3% 962 $356K
Mengis Capital Management, Inc. 0.05% No change 960 $355K
McCollum Christoferson Group LLC 0.10% Reduce -9.9% 956 $354K
Straight Path Wealth Management 0.08% Reduce -0.2% 955 $353K
Matters Capital LLC 0.25% No change 953 $353K
Cache Advisors, LLC 0.03% No change 950 $352K
Cadent Capital Advisors, LLC 0.07% No change 950 $351K
Continuum Wealth Advisors, LLC 0.12% Reduce -2.5% 949 $351K
Frisco Financial Planning LLC 0.26% Add +0.1% 945 $350K
Woodward Financial Advisors, Inc. 0.12% — 945 $350K
Awm Capital, LLC 0.03% Reduce -9.4% 944 $349K
Vines Capital Management, LLC 0.29% Reduce -9.6% 943 $349K
Fortem Financial Group, LLC 0.07% Add +3.7% 943 $349K
Clark Financial Services Group Inc. 0.16% Reduce -2.7% 943 $349K
Peachtree Investment Partners, LLC 0.11% Add +4.3% 940 $348K
International Private Wealth Advisors LLC 0.18% Reduce -3.5% 939 $347K
Integrity Financial Corp 0.17% Add +1.1% 939 $347K
Widmann Financial Services, Inc. 0.19% No change 938 $347K
Silver Lake Advisory, LLC 0.12% Add +0.3% 935 $346K
Rockport Wealth LLC 0.06% No change 934 $346K
Berkshire Asset Management LLC 0.01% Add +28.2% 933 $345K
Lummis Asset Management, LP 0.21% No change 933 $345K
OneAscent Family Office, LLC 0.17% New 932 $345K
Fortune Financial Group, Inc. 0.27% Add +4.3% 927 $343K
Sims Investment Management, LLC 0.11% Add +4.2% 926 $343K
Eagle Harbor Asset Management Inc. 0.27% Reduce -2.6% 926 $343K
LaFleur & Godfrey LLC 0.04% New 926 $342K
Horizon Kinetics Asset Management LLC 0.00% No change 922 $341K
Silicon Valley Capital Partners 0.03% Add +0.3% 922 $341K
Central Valley Advisors, LLC 0.09% No change 919 $340K
Anchor Bay Capital, Inc. 0.18% — 891 $340K
Sollinda Capital Management LLC 0.07% Reduce -16.3% 919 $340K
Unique Wealth Strategies, LLC 0.12% New 916 $339K
Code Waechter LLC 0.18% Add +0.1% 915 $339K
Greenline Wealth Management LLC 0.28% Reduce -0.4% 915 $339K
Centerpoint Advisory Group 0.21% Add +1.7% 912 $337K
Journey Beyond Wealth, LLC 0.26% Reduce -0.3% 911 $337K
Provident Investment Management, Inc. 0.03% No change 910 $337K
Sloy Dahl & Holst, LLC 0.04% No change 909 $336K
Sutton Place Investors LLC 0.16% No change 909 $336K
Revere Asset Management, Inc 0.13% No change 908 $336K
Viaable, LLC 0.28% — 909 $336K
Stanley-Laman Group, Ltd. 0.03% Add +4.5% 906 $335K
TFR Capital, LLC. 0.09% No change 904 $335K
Headlands Technologies LLC 0.04% Reduce -80.1% 904 $335K
Dearborn Partners LLC 0.02% Reduce -0.6% 904 $335K
Schulz Wealth, LTD. 0.17% — 902 $334K
St. Clair Advisors, LLC 0.09% No change 900 $333K
Absher Wealth Management, LLC 0.04% No change 900 $333K
Warner Group LLC 0.08% New 900 $333K
Strategic Wealth Investment Group, LLC 0.04% Reduce -38.4% 891 $330K
Navis Wealth Advisors, LLC 0.12% Add +5.2% 888 $328K
Seascape Capital Management 0.08% No change 887 $328K
Community Trust & Investment Co. 0.02% Reduce -62.1% 886 $328K
Storen Legacy Partners, LLC 0.09% No change 884 $327K
WealthTrak Capital Management LLC 0.22% Reduce -3.9% 884 $327K
PCB Capital LLC 0.40% Add +0.3% 884 $327K
Congress Park Capital LLC 0.09% New 883 $327K
Woodstock Corp. 0.03% Reduce -12.8% 882 $326K
GLR Partners, LLC 0.15% New 881 $326K
Nicollet Investment Management, Inc. 0.10% No change 881 $326K
MMBG Investment Advisors Co. 0.03% No change 880 $326K
Nicholas Wealth, LLC. 0.18% Add +0.2% 879 $325K
Elyxium Wealth, LLC 0.03% No change 877 $325K
Glass Wealth Management Co LLC 0.11% No change 877 $325K
Sterling Financial Planning, Inc. 0.09% Add +0.5% 876 $324K
Tounjian Advisory Partners, LLC 0.14% New 876 $324K
Future Financial Wealth Managment LLC 0.20% No change 888 $324K
Markin Asset Management, LP 0.28% No change 875 $324K
Spectrum Planning & Advisory Services Inc. 0.14% Reduce -15.3% 874 $323K
Quantum Financial Planning Services, Inc. 0.10% No change 873 $323K
Collier Financial 0.22% Reduce -23.6% 871 $322K
Sivia Capital Partners, LLC 0.04% No change 870 $322K
Clifford Group, LLC 0.22% No change 869 $322K
Storgate, LLC 0.07% No change 867 $321K
1834 Investment Advisors Co. 0.04% No change 867 $321K
Avid Wealth Partners LLC 0.16% New 866 $320K
Diligent Investors, LLC 0.07% Add +0.1% 866 $320K
McGowan Group Asset Management, Inc. 0.04% Reduce -2.3% 865 $320K
CPC Advisors, LLC 0.04% Reduce -11.8% 865 $320K
JHP Wealth Management, LLC 0.26% No change 864 $320K
Alkeme Wealth, LLC 0.12% No change 861 $319K
Iams Wealth Management, LLC 0.10% Add +0.3% 859 $318K
Tudor Financial Inc. 0.14% No change 859 $318K
Heritage Wealth Management, Inc./Texas 0.12% Reduce -2.8% 859 $318K
Fell Capital Management 0.27% Reduce -0.7% 856 $317K
Presidio Capital Management, LLC 0.08% Add +1.3% 854 $316K
Cadence Wealth Management LLC 0.14% Reduce -17.0% 854 $316K
Traub Capital Management LLC 0.28% No change 852 $315K
Financial Futures Ltd Liability Co. 0.12% Add +2.0% 850 $315K
Wedgewood Investors Inc. 0.32% No change 850 $315K
Persium Advisors, LLC 0.20% Add +14.9% 848 $314K
Rydar Equities, Inc. 0.18% New 849 $313K
Excalibur Management Corp. 0.10% No change 846 $313K
Zeit Capital LLC 0.19% Add +0.1% 843 $312K
Finward Bancorp 0.24% No change 841 $311K
Turner Financial Group, Inc. 0.31% — 840 $311K
Riverbridge Partners LLC 0.01% Add +6.7% 839 $311K
Crumly & Associates Inc. 0.06% Add +0.2% 839 $310K
Taylor Securities Services, Inc. 0.13% Reduce -35.8% 836 $309K
McDonald Partners LLC 0.07% Add +7.6% 835 $309K
Summitpoint Capital Management 0.33% New 835 $309K
Sterling Investment Counsel, LLC 0.07% Add +12.9% 833 $308K
Kickstand Ventures, Llc. 0.06% Add +17.2% 833 $308K
Core Wealth Partners LLC 0.13% Reduce -20.1% 832 $308K
Headland Capital, LLC 0.08% No change 832 $308K
Alterna Wealth Management, Inc. 0.18% No change 830 $307K
Affinity Capital Advisors, LLC 0.04% Reduce -2.3% 826 $307K
FSA Investment Group, LLC 0.10% Add +0.4% 829 $307K
Old North State Trust, LLC 0.16% Add +7.1% 828 $306K
Roxbury Financial LLC 0.24% Add +0.1% 826 $306K
Meridian Management Co. 0.07% No change 823 $305K
Threadgill Financial, LLC 0.13% New 621 $304K
Hibernia Wealth Partners, LLC 0.16% Reduce -50.3% 821 $303K
KKM Financial LLC 0.04% Reduce -2.4% 820 $303K
Evansbrook LLC 0.18% Add +0.3% 816 $302K
Bryant Woods Investment Advisors, LLC 0.08% Add +0.1% 815 $302K
Hudson Oak Wealth Advisory LLC 0.23% Reduce -0.7% 815 $302K
Olde Wealth Management, LLC 0.09% Reduce -1.9% 815 $301K
Howard Bailey Securities, LLC 0.11% Add +3.6% 809 $299K
Concorde Asset Management, LLC 0.17% Add +24.8% 806 $298K
Hill Investment Group Partners, LLC 0.03% New 805 $298K
Spectrum Wealth Advisory Group, LLC 0.08% Add +1.1% 804 $297K
Montgomery Financial Services LLC 0.26% — 802 $297K
Park Place Capital Corp 0.05% Add +0.1% 801 $296K
Pearl Planning LLC 0.14% Reduce -1.0% 800 $296K
Laurel Wealth Planning LLC 0.13% Add +0.4% 800 $296K
Orrstown Financial Services Inc. 0.04% No change 800 $296K
Welch Financial Planning, LLC 0.17% New 799 $296K
Beck Capital Management, LLC 0.05% New 797 $295K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% No change 793 $293K
Mendel Money Management 0.11% Reduce -7.4% 791 $293K
Correct Capital Wealth Management 0.05% Add +3.3% 791 $293K
ROI Financial Advisors, LLC 0.15% No change 789 $292K
Lifelong Wealth Advisors, Inc. 0.07% No change 788 $292K
Odyssey Capital Advisors, Inc. 0.21% No change 788 $292K
Cottage Street Advisors LLC 0.11% Add +16.9% 787 $291K
McRae Capital Management Inc. 0.06% Add +10.6% 786 $291K
Peak Wealth Management LLC 0.20% No change 785 $290K
Mindset Wealth Management, LLC 0.06% No change 783 $290K
Solitude Financial Services 0.08% Reduce -0.4% 782 $289K
Orographic Financial Advisors, LLC 0.19% No change 758 $289K
CCM Investment Advisers LLC 0.02% No change 779 $288K
Brucke Financial, Inc. 0.13% No change 778 $288K
SWP Financial LLC 0.13% No change 777 $288K
Jackson Thornton Wealth Management, LLC 0.02% No change 777 $288K
Walsh & Associates, LLC 0.23% Add +11.0% 775 $287K
Gator Capital Management, LLC 0.06% No change 775 $287K
Millstone Evans Group, LLC 0.15% Add +21.5% 774 $287K
ShoreHaven Wealth Partners, LLC 0.09% No change 774 $286K
Maltin Wealth Management, Inc. 0.10% New 772 $286K
Arch Global Advisors, LLC 0.13% No change 771 $285K
Matisse Capital 0.11% No change 770 $285K
Miramontes Capital, LLC 0.09% Add +7.4% 770 $285K
Uniting Wealth Partners, LLC 0.06% New 766 $284K
Two West Capital Advisors LLC 0.14% Add +2.4% 773 $283K
Riggs Asset Managment Co. Inc. 0.05% Add +2.4% 765 $283K
Wharton Business Group, LLC 0.01% No change 765 $283K
Campbell Deegan Wealth Management, LLC 0.20% Add +0.3% 762 $282K
Valued Wealth Advisors LLC 0.10% No change 760 $281K
Broussard Financial Group LLC 0.23% No change 760 $281K
KFG Wealth Management, LLC 0.03% Reduce -22.1% 758 $281K
Monarch Capital Management Inc. 0.06% Reduce -6.0% 758 $280K
Birch Hill Investment Advisors LLC 0.01% No change 758 $280K
Atlatl Advisers LLC 0.07% No change 756 $280K
Grant Private Wealth Management Inc 0.12% No change 752 $278K
Verity Asset Management, Inc. 0.11% Reduce -24.0% 750 $278K
Colonial Trust Co / SC 0.04% No change 750 $278K
Duncan Williams Asset Management, LLC 0.06% New 748 $277K
McCartney Wealth Management LLC 0.21% No change 747 $276K
Rubicon Advisors, GP 0.20% Reduce -2.6% 746 $276K
Torray Investment Partners LLC 0.04% Add +0.1% 745 $276K
Prosperitas Financial LLC 0.09% No change 745 $276K
Cyr Financial Inc. 0.14% No change 744 $275K
Sanchez Wealth Management Group 0.05% Reduce -6.3% 743 $275K
Bannerstone Capital Management, LLC 0.23% Add +0.3% 741 $274K
Haven Private, LLC 0.10% Add +15.6% 740 $274K
RMG Wealth Management LLC 0.03% No change 716 $273K
Argent Advisors, Inc. 0.07% No change 738 $273K
Arbor Capital Management Inc. 0.27% Reduce -4.3% 757 $273K
TCFG Investment Advisors, LLC 0.09% Add +3.5% 738 $273K
Retirement Planning Co of New England, Inc. 0.10% New 737 $273K
Stonebridge Financial Planning Group, LLC 0.09% Reduce -8.7% 737 $273K
Glaxis Capital Management, LLC 0.55% Reduce -98.6% 735 $272K
Hoge Financial Services, LLC 0.13% Add +0.3% 735 $272K
Clean Yield Group 0.07% Reduce -0.4% 735 $272K
Total Wealth Planning & Management, Inc. 0.20% No change 732 $271K
Dala Group, LLC 0.22% New 730 $270K
Spectrum Financial Alliance Ltd LLC 0.04% Add +0.4% 729 $270K
Home Federal Bank of Tennessee 0.06% No change 729 $270K
MBE Wealth Management, LLC 0.09% New 728 $269K
Financial Life Advisors 0.08% No change 728 $269K
Whitaker-Myers Wealth Managers, LTD. 0.04% New 726 $269K
Garrett Wealth Advisory Group, LLC 0.04% No change 726 $269K
Golden Bell Financial Planning LLC 0.20% Reduce -0.3% 725 $268K
Dorato Capital Management 0.18% Reduce -2.3% 718 $268K
Forum Private Client Group LLC 0.08% Add +4.3% 722 $267K
Ardent Capital Management, Inc. 0.11% No change 721 $267K
Palisade Capital Management, LP 0.01% New 720 $266K
Foundry Financial LLC 0.09% New 720 $266K
Mustard Seed Financial, LLC 0.14% No change 719 $266K
Alternative Investment Advisors, LLC. 0.10% Add +3.3% 717 $266K
Leelyn Smith, LLC 0.03% Reduce -9.0% 715 $265K
Callahan Advisors, LLC 0.02% Reduce -4.2% 714 $264K
Keenan, LLC 0.19% Add +13.0% 714 $264K
Buckhead Capital Management LLC 0.09% Add +0.3% 713 $264K
Thayer Financial, L.L.C. 0.24% No change 712 $264K
Adaptive Financial Consulting, LLC 0.09% New 711 $263K
Ingalls & Snyder LLC 0.01% No change 712 $263K
Ackerman Asset Management, LLC 0.16% No change 709 $262K
Braun Stacey Associates Inc. 0.01% No change 707 $262K
BlackDiamond Wealth Management, LLC 0.11% Reduce -2.8% 685 $261K
Lockerman Financial Group, Inc. 0.40% Add +6.2% 706 $261K
Well Done, LLC 0.04% Reduce -2.4% 706 $261K
Aspen Private Advisors, LLC 0.26% — 706 $261K
Stewardship Advisors, LLC 0.05% No change 705 $261K
Liberty Atlantic Advisors LLC 0.19% Add +1.6% 704 $261K
City National Bank of Florida 0.11% Add +0.1% 703 $260K
Compass Financial Services Inc 0.10% Add +0.4% 703 $260K
Guidance Point Advisors, LLC 0.06% Add +8.4% 700 $260K
Tradewinds Capital Management, LLC 0.05% Add +0.1% 701 $260K
Dover Advisors, LLC 0.11% Add +7.7% 773 $259K
Black Swift Group, LLC 0.04% No change 700 $259K
Warburton Capital Management, LLC 0.11% No change 702 $259K
Richards, Merrill & Peterson, Inc. 0.08% No change 700 $259K
Schrum Private Wealth Management LLC 0.27% Reduce -34.9% 922 $258K
Aventura Private Wealth, LLC 0.08% No change 697 $258K
WealthPoint Financial, LLC 0.19% No change 694 $257K
CFM Wealth Partners LLC 0.03% Add +1.0% 693 $256K
Sentinel Pension Advisors, LLC 0.03% Reduce -5.2% 696 $255K
BG Investment Services, LLC 0.18% Add +4.9% 689 $255K
Hippocratic Financial Advisors, LLC 0.10% New 687 $254K
Financial Guidance Group, Inc. 0.10% Reduce -60.4% 686 $254K
Kilter Group LLC 0.09% No change 686 $254K
Argonautica Private Wealth Management, Inc. 0.06% New 685 $254K
MPS Loria Financial Planners, LLC 0.06% Add +0.1% 684 $253K
one8zero8, LLC 0.05% Add +45.5% 684 $253K
Bull Street Advisors, LLC 0.12% Add +0.3% 1,403 $253K
Core Wealth Management, Inc. 0.07% No change 683 $253K
Missouri Trust & Investment Co 0.07% No change 685 $252K
Copia Wealth Management 0.15% No change 681 $252K
Decker Wealth Management LLC 0.05% No change 681 $252K
Sightline Wealth Advisors, LLC 0.09% Add +0.4% 680 $252K
Gunderson Capital Management LLC 0.07% New 680 $252K
Somnio Financial Group, LLC 0.15% Add +0.3% 679 $251K
LVM Capital Management Ltd. 0.02% Add +0.1% 678 $251K
Gimbal Financial 0.16% — 676 $250K
Redmond Asset Management, LLC 0.06% No change 674 $249K
MA Private Wealth 0.04% No change 672 $249K
Annandale Capital, LLC 0.04% New 670 $248K
Invictus Private Wealth, LLC 0.01% Reduce -8.6% 669 $248K
Westwood Holdings Group Inc. 0.00% No change 668 $247K
Williamson Legacy Group, LLC 0.12% Reduce -7.6% 667 $247K
Retiremitten Financial LLC 0.10% Reduce -41.3% 667 $247K
SRH Advisors, LLC 0.06% Add +0.6% 666 $246K
Mann Financial Group, Inc. 0.21% No change 665 $246K
Dupree Financial Group, LLC 0.09% Add +0.1% 659 $244K
Denver Wealth Management, Inc. 0.07% New 657 $243K
SageOak Financial, LLC 0.16% Reduce -14.5% 655 $242K
Genesis Private Wealth, LLC 0.07% Reduce -2.1% 655 $242K
Walser Wealth Management Company, A Ltd Liability Co 0.10% Reduce -31.9% 654 $242K
Babb Wealth Advisors LLC 0.12% No change 654 $242K
Note Advisors, LLC 0.10% Reduce -63.2% 652 $241K
Evoke Wealth, LLC 15.48% — 651 $241K
Directional Asset Management 0.23% Add +1.7% 650 $241K
Tableaux LLC 0.10% No change 650 $241K
True Blue Financial, LLC 0.10% No change 648 $240K
Middleton & Co. Inc. 0.03% No change 647 $239K
ONE Advisory Partners, LLC 0.07% New 645 $239K
Alhambra Investment Management LLC 0.10% No change 642 $238K
Steel Grove Capital Advisors, LLC 0.02% No change 640 $237K
Baker Boyer National Bank 0.07% Reduce -1.1% 640 $237K
Sidoxia Capital Management, LLC 0.17% Add +0.2% 637 $236K
Bonfire Financial 0.15% New 636 $236K
DLK Investment Management, LLC 0.10% New 880 $235K
Jacobs & Co. 0.02% New 635 $234K
Meritas Wealth Management, LLC 0.09% Add +0.3% 632 $234K
Baring Financial LLC 0.13% New 631 $234K
GreatBanc Trust CO 0.14% New 631 $233K
TCV Trust & Wealth Management, Inc. 0.02% No change 631 $233K
Dedeker Financial LLC 0.13% No change 630 $233K
Rezny Wealth Management, Inc. 0.04% No change 630 $233K
GenWealth Group, Inc. 0.04% New 630 $233K
Eagle Bay Advisors LLC 0.17% New 629 $233K
4Thought Financial Group Inc. 0.11% Reduce -2.0% 628 $232K
Mandatum Life Insurance Co Ltd 0.04% No change 628 $232K
StrongBox Wealth, LLC 0.07% New 627 $232K
Hall Capital Management Co. Inc. 0.07% No change 625 $231K
Central Bank & Trust Co. 0.03% Reduce -38.7% 625 $231K
Higgins & Schmidt Wealth Strategies LLC 0.10% New 622 $230K
Luken Investment Analytics, LLC 0.08% Add +1.1% 617 $228K
Group One Trading LLC 0.01% New 616 $228K
Pacific Sun Financial Corp 0.09% New 614 $227K
Rakuten Securities, Inc. 0.05% Reduce -28.6% 613 $227K
Sentinel Advisory Group, LLC 0.09% New 611 $226K
Activest Wealth Management 0.04% Add +0.8% 611 $226K
Strategic Wealth Advisors LLC 0.19% Add +2.7% 677 $226K
Round Rock Advisors LLC 0.03% New 610 $226K
Schmidt P J Investment Management Inc. 0.04% Reduce -3.5% 610 $226K
Strengthening Families & Communities, LLC 0.05% Add +16.0% 610 $226K
Dynamic Financial Group 0.17% New 608 $225K
Hapanowicz & Associates Financial Services, Inc 0.07% New 608 $225K
Koesten, Hirschmann & Crabtree, INC. 0.09% New 607 $225K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.07% New 607 $225K
Helium Advisors LLC 0.19% Reduce -21.6% 607 $224K
Aljian Capital Management, LLC 0.04% New 606 $224K
Carbahal Olsen Financial Services Group, LLC 0.16% New 605 $224K
Benchmark Financial, LLC 0.18% New 604 $223K
HSBC Holdings PLC 0.00% New 603 $223K
Vivid Wealth Management, LLC 0.08% New 601 $222K
Hillcrest Wealth Advisors - NY, LLC 0.08% Reduce -14.3% 600 $222K
Legacy Bridge, LLC 0.07% No change 600 $222K
Saiph Capital, LLC 0.07% Reduce -58.9% 600 $222K
Shelton Capital Management 0.00% New 600 $222K
Equity Wealth Partners, LLC 0.08% New 598 $221K
Valley Forge Investment Consultants Inc. Adv 0.06% New 594 $220K
Ballew Advisors, Inc 0.11% New 596 $220K
Aureus Asset Management, LLC 0.01% New 592 $219K
Klein Pavlis & Peasley Financial, Inc. 0.11% Reduce -32.7% 592 $219K
Shoker Investment Counsel, Inc. 0.06% New 591 $219K
Consolidated Capital Management, LLC 0.06% New 592 $219K
BNB Wealth Management, LLC 0.12% New 590 $218K
Evolution Advisers, Inc. 0.08% No change 40,329 $218K
First City Capital Management, Inc. 0.11% New 588 $218K
Allen Mooney & Barnes Investment Advisors LLC 0.03% Reduce -21.1% 586 $217K
SKY-Mountain Capital Management, Inc. 0.15% New 584 $216K
M. Kulyk & Associates, LLC 0.04% Reduce -43.0% 584 $216K
Auctus Advisors LLC 0.18% New 583 $216K
CJM Wealth Advisers, Ltd. 0.06% New 582 $215K
TRUE Private Wealth Advisors 0.02% Reduce -7.9% 581 $215K
Fairvoy Private Wealth, LLC 0.04% New 581 $215K
Steinberganna Wealth Management 0.09% New 579 $214K
Prism Planning Partners LLC 0.23% New 578 $214K
Burford Brothers, Inc. 0.08% New 577 $214K
Xcel Wealth Management, LLC 0.05% New 576 $213K
Kingdom Financial Group LLC. 0.05% Add +12.3% 574 $212K
Madison Park Capital Advisors, LLC 0.15% New 3,276 $212K
Hofer & Associates. Inc 0.10% New 572 $212K
Portland Financial Advisors Inc 0.39% New 571 $211K
Signature Equity Partners, LLC 0.10% Add +20.5% 570 $211K
Taylor Financial Group, Inc. 0.12% New 570 $211K
Puff Wealth Management, LLC 0.21% — 568 $210K
Ankerstar Wealth, LLC 0.18% Add +21.1% 567 $210K
Community Financial Services Group, LLC 0.03% No change 568 $210K
Tower View Wealth Management LLC 0.09% Add +2.4% 566 $209K
Vima LLC 0.21% — 565 $209K
Leigh Baldwin & Co., LLC 0.11% New 562 $208K
Mowery & Schoenfeld Wealth Management, LLC 0.28% No change 562 $208K
Byrne Financial Freedom, LLC 0.08% New 561 $208K
Nelson Capital Management, LLC 0.02% New 556 $206K
Beacon Financial Planning, Inc. 0.07% New 553 $205K
TOWER TRUST & INVESTMENT Co 0.12% No change 552 $204K
Tencap Wealth Coaching, LLC 0.06% New 551 $204K
Financial Enhancement Group LLC 0.02% New 551 $204K
Tme Financial, Inc. 0.13% New 550 $204K
Fairlight Advisors 0.17% — 548 $203K
Chartist Inc. 0.13% New 548 $203K
Frederick Financial Consultants, LLC 0.09% New 548 $203K
Tandem Financial, LLC 0.07% New 546 $202K
Arjuna Capital 0.05% New 544 $201K
Schorn Wealth LLC 0.05% New 543 $201K
Scharf Investments, LLC 0.01% New 542 $201K
Country Trust Bank 0.00% Reduce -30.3% 539 $199K
Wolff Wiese Magana LLC 0.09% No change 538 $199K
John A. Wolfe & Associates, Inc. 0.27% Add +52.6% 534 $198K
Central Pacific Bank - Trust Division 0.02% No change 533 $197K
First Financial Corp. 0.07% No change 531 $196K
Godfrey Financial Associates, Inc. 0.15% Add +0.8% 528 $195K
NFSG Corp 0.02% Reduce -60.8% 523 $194K
Ni Acquisitions Company, LLC 0.08% — 514 $190K
Hughes Financial Services, LLC 0.03% No change 509 $188K
Blueline Advisors LLC 0.13% Add +181.1% 506 $187K
Wellington Shields Capital Management, LLC 0.02% No change 500 $185K
Go Invest LLC 0.04% Add +1.9% 483 $179K
Monetary Solutions, Ltd 0.15% No change 483 $179K
Cheviot Value Management, LLC 0.02% Add +3.3% 474 $175K
Midway Capital Research & Management 0.14% Add +46.1% 469 $174K
Main Management LLC 0.01% Add +0.2% 464 $172K
West Branch Capital LLC 0.04% Add +3.9% 449 $166K
Evergreen Private Wealth LLC 0.06% Reduce -13.8% 445 $165K
Bay Harbor Wealth Management, LLC 0.04% Add +4.8% 436 $161K
Investors Portfolio Services LLC 0.12% Reduce -0.2% 417 $154K
Hamrick Investment Counsel, llc 0.10% Reduce -88.7% 416 $154K
Nalls Sherbakoff Group, LLC 0.11% No change 412 $153K
Leo H. Evart, Inc. 0.12% Add +3.6% 406 $150K
Finley Financial, LLC 0.06% No change 405 $150K
Provident Wealth Management, LLC 0.04% No change 400 $148K
Schroder Investment Management Group 0.00% Reduce -11.7% 400 $148K
Nkcfo LLC 0.04% No change 400 $148K
Reicon Wealth Advisors, LLC 0.09% Reduce -20.2% 399 $148K
Strategic Investment Solutions, Inc. 0.03% Add +7.3% 384 $142K
Wallace Hart LLC 0.09% No change 384 $142K
LifeSteps Financial, Inc. 0.06% Reduce -61.8% 371 $137K
Marquette Asset Management, LLC 0.02% No change 371 $137K
Investment Research & Advisory Group, Inc. 0.04% Reduce -1.6% 370 $137K
Financial Network Wealth Advisors LLC 0.14% Add +317.2% 363 $134K
Obsidian Cio, LLC 0.10% Reduce -61.2% 360 $133K
Wellington Shields & Co., LLC 0.03% No change 360 $133K
Ironwood Wealth Management, LLC. 0.03% Reduce -55.4% 358 $132K
Rock Creek Group LLC 0.01% No change 348 $129K
Canton Hathaway, LLC 0.02% No change 340 $126K
Pin Oak Investment Advisors Inc. 0.09% No change 339 $125K
Ballast Advisors LLC 0.03% No change 336 $124K
Hazlett, Burt & Watson, Inc. 0.03% Add +217.1% 333 $123K
Toth Financial Advisory Corp. 0.01% Reduce -23.6% 323 $119K
JTC Employer Solutions Trustee Ltd 0.01% No change 320 $118K
Vision Financial Markets LLC 0.10% Add +0.3% 313 $115K
Ssa Swiss Advisors AG 0.04% Reduce -50.9% 300 $111K
Ulland Investment Advisors, LLC 0.08% Add +1.0% 301 $111K
NBH Bank 0.05% — 292 $108K
Portfolio Resources Advisor Group, Inc. 0.09% Reduce -5.3% 287 $106K
Gladwyn Financial Advisors, Inc. 0.06% Reduce -3.2% 273 $101K
Gen-Wealth Partners Inc 0.03% Reduce -99.9% 269 $100K
Whipplewood Advisors, LLC 0.07% Reduce -0.8% 262 $97K
First Bancorp, Inc 0.04% New 255 $94K
Mb, Levis & Associates, LLC 0.03% Add +0.4% 251 $93K
Glassy Mountain Advisors, Inc. 0.03% No change 250 $93K
MV Capital Management, Inc. 0.01% No change 237 $88K
Security National Bank of Sioux City Iowa 0.04% New 236 $87K
Flagship Wealth Advisors, LLC 0.02% Add +24.1% 232 $86K
Godsey & Gibb, Inc. 0.01% Reduce -41.0% 226 $84K
Ascentis Independent Advisors 0.22% Reduce -98.5% 220 $81K
Advocate Investing Services LLC 0.06% No change 217 $80K
Viewpoint Capital Management LLC 0.04% No change 214 $79K
J.Safra Asset Management Corp 0.00% New 198 $73K
Mascoma Wealth Management LLC 0.01% No change 195 $72K
Friedenthal Financial 0.03% No change 192 $71K
Acumen Wealth Advisors, LLC 0.01% Add +2.8% 186 $69K
Financial Gravity Companies, Inc. 0.01% — 182 $67K
3Chopt Investment Partners, LLC 0.01% Add +0.6% 182 $67K
Matrix Private Capital Group LLC 0.03% Add +26.1% 179 $66K
Pinney & Scofield, Inc. 0.03% Reduce -6.4% 175 $65K
Merrithew & Thorsten Inc 0.05% Add +0.6% 171 $63K
Noble Wealth Management PBC 0.03% Reduce -9.1% 170 $63K
Allied Private Wealth LLC 0.04% — 170 $63K
Hamilton Point Investment Advisors, LLC 0.01% No change 167 $62K
Principia Wealth Advisory, LLC 0.03% Reduce -65.5% 165 $61K
Quarry LP 0.01% Reduce -80.7% 164 $61K
Duncker Streett & Co. Inc. 0.01% No change 164 $61K
Tower Research Capital LLC (TRC) 0.00% New 161 $60K
Wagner Wealth Management, LLC 0.01% Reduce -61.1% 156 $58K
Hilton Head Capital Partners, LLC 0.03% No change 154 $57K
KERR FINANCIAL PLANNING Corp 0.06% No change 153 $57K
Kozak & Associates, Inc. 0.01% No change 152 $56K
Urban Financial Advisory Corp 0.01% No change 147 $54K
Quantum Capital Management, LLC / NJ 0.01% No change 141 $52K
Hartford Financial Management Inc. 0.01% Reduce -0.7% 134 $50K
Barnes Dennig Private Wealth Management LLC 0.04% Add +74.7% 131 $48K
Wilkerson Advisory Group LLC 0.01% Reduce -0.8% 130 $48K
Motco 0.00% No change 126 $47K
Luminist Capital LLC 0.05% New 124 $46K
FWL Investment Management, LLC 0.01% No change 120 $44K
Kroeger Financial Partners 0.04% — 118 $44K
HFM Investment Advisors, LLC 0.02% No change 118 $44K
Stone House Investment Management, LLC 0.01% No change 116 $43K
Valley Wealth Managers, Inc. 0.00% No change 110 $41K
1620 Investment Advisors, Inc. 0.02% No change 107 $40K
Torren Management, LLC 0.02% No change 106 $39K
Clark Wealth Partners 0.02% No change 106 $39K
Red Reef Advisors LLC 0.04% Add +11.8% 104 $38K
Financial Life Planners 0.02% Add +766.7% 104 $38K
Raleigh Capital Management Inc. 0.01% Reduce -31.0% 100 $37K
Mechanics Financial Corp 0.01% No change 100 $37K
Bangor Savings Bank 0.00% Add +26.9% 99 $37K
McGuire Capital Advisors Inc. 0.02% Reduce -63.4% 96 $36K
New England Capital Financial Advisors LLC 0.01% Reduce -41.9% 93 $34K
Quantum Portfolio Management LLC 0.01% New 92 $34K
Investors Research Corp 0.01% No change 90 $33K
LFA - Lugano Financial Advisors SA 0.02% New 89 $33K
Pursuit Wealth Strategies, LLC 0.04% No change 88 $33K
WPG Advisers, LLC 0.02% No change 86 $32K
Burnham & Co LLC 0.02% — 77 $28K
Tanglewood Legacy Advisors, LLC 0.01% No change 77 $28K
Ramirez Asset Management, Inc. 0.00% No change 75 $28K
Broadwater Capital Management LLC 0.02% No change 72 $27K
Westend Capital Management, LLC 0.01% Reduce -85.7% 68 $25K
Bernard Wealth Management Corp. 0.01% Reduce -24.4% 65 $24K
PFS Partners, LLC 0.01% No change 64 $24K
JDM Financial Group LLC 0.01% No change 64 $24K
Oakmont Advisory Group, LLC 0.02% New 57 $21K
Sfam, LLC 0.02% No change 52 $19K
Networth Advisors, LLC 0.01% No change 47 $17K
Morris Financial Concepts, Inc. 0.01% No change 46 $17K
Y.D. More Investments Ltd 0.00% New 46 $17K
Advanced Asset Management Advisors Inc 0.00% No change 44 $16K
Three Bearings Fiduciary Advisors, Inc. 0.01% No change 44 $16K
McMillan Office, Inc. 0.00% No change 43 $16K
RHL Group, LLC 0.01% No change 42 $16K
Gould Capital, LLC 0.01% Add +105.0% 41 $15K
WestEnd Advisors, LLC 0.00% Add +2.5% 41 $15K
Bullock Wealth Management Group 0.01% No change 40 $15K
Commonwealth Retirement Investments LLC 0.00% New 39 $14K
Minot DeBlois Advisors LLC 0.01% No change 36 $13K
Twin City Private Wealth, LLC 0.01% New 36 $13K
Chelsea Counsel Co. 0.01% No change 36 $13K
Wiser Advisor Group LLC 0.01% No change 35 $13K
Catherine Avery Investment Management LLC 0.01% New 35 $13K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 35 $13K
LM Advisors LLC 0.05% Add +201.9% 33,873 $13K
PayPay Securities Corp 0.30% Reduce -13.2% 33 $12K
Ravenstone Capital Management Inc. 0.00% New 32 $12K
Basepoint Wealth LLC 0.01% New 28 $10K
Game Plan Financial Advisors, LLC 0.00% No change 28 $10K
Essential Partners LLC 0.00% No change 25 $9K
City State Bank 0.00% Add +76.9% 23 $9K
Bank & Trust Co 0.00% No change 21 $8K
Powell Investment Advisors, LLC 0.00% No change 16 $6K
Hickory Point Bank & Trust 0.00% No change 15 $6K
Hara Capital LLC 0.00% Reduce -98.7% 15 $6K
Philadelphia Investment Partners, LLC 0.00% Reduce -45.8% 13 $5K
Western Pacific Wealth Management, LP 0.00% No change 11 $4K
Delos Wealth Advisors, LLC 0.00% No change 11 $4K
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 11 $4K
Proathlete Wealth Management LLC 0.00% Add +12.5% 9 $3K
Horizon Financial Services, LLC 0.00% No change 7 $3K
Pflug Koory, LLC 0.00% No change 5 $2K
Essential Investment Partners LLC 0.00% No change 4 $1K
Nova Wealth Management, Inc. 0.00% No change 3 $1K
IMG Wealth Management, Inc. 0.00% No change 1 $370
Lloyd Advisory Services, LLC. 0.00% Reduce -99.8% 1 $199

"% 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.