Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q2 2024 (June 30)
2,066holders +5
99new positions
102sold out
7famous investors
$159.34avg. 13F price*

At the end of Q2 2024, 2,066 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 5 from Q1 2024. 99 opened new positions and 102 sold out. The largest holders were Bank of America Corp. ($18.5B), Jones Financial Companies LLLP ($8.2B) and Morgan Stanley ($4.7B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard Mrngstr Val ETF-Aui
CUSIP
922908744
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions99$149.2M
Exits102$688.0M

All 13F filers, Q1 2024 → Q2 2024: 24,054,811 shares bought and 12,318,256 shares sold, net +11,736,555 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,066 holders

Bank of America Corp. 1.77% Add +3.0% 115,208,565 $18.5B
Jones Financial Companies LLLP 9.46% Add +3.8% 51,006,592 $8.2B
Morgan Stanley 0.36% Add +0.9% 29,176,706 $4.7B
Envestnet Asset Management Inc. 1.12% Add +2.2% 20,094,536 $3.2B
UBS Group AG 0.61% Reduce -0.3% 12,477,271 $2.0B
Ameriprise Financial Inc. 0.41% Reduce -0.3% 9,530,741 $1.5B
LPL Financial LLC 0.72% Add +3.9% 8,976,450 $1.4B
Wells Fargo & Company 0.26% Add +2.4% 6,149,572 $986.5M
Tiaa Trust, National Association 2.96% Add +4.4% 5,973,114 $958.1M
Betterment LLC 2.48% Reduce -8.1% 5,971,457 $957.9M
Mill Creek Capital Advisors, LLC 21.84% Add +1.1% 5,348,425 $857.9M
Captrust Financial Advisors 2.68% Add +3.8% 5,192,916 $833.0M
Royal Bank of Canada 0.20% Add +1.5% 5,160,807 $827.8M
D.A. Davidson & Co. 7.09% Add +0.1% 4,983,335 $799.4M
FMR LLC 0.05% Reduce -0.9% 4,849,047 $777.8M
Rwa Wealth Partners, LLC 10.21% Add +1.6% 4,828,750 $774.6M
Bank of New York Mellon Corp 0.14% Reduce -0.9% 4,488,605 $720.0M
Raymond James Financial Services Advisors, Inc. 0.96% Add +5.1% 4,192,843 $672.6M
PNC Financial Services Group, Inc. 0.44% Reduce -12.1% 4,129,507 $662.4M
Mariner, LLC 1.24% Add +2.1% 3,982,054 $638.7M
Goldman Sachs Group Inc. 0.12% Reduce -2.0% 3,980,686 $638.5M
Axiom Advisory, LLC 5.92% Add +6343.8% 3,398,654 $543.3M
Sei Investments Co. 0.74% Add +3.9% 3,266,566 $524.0M
Commonwealth Equity Services, LLC 0.83% Add +4.9% 3,249,489 $521.3M
Truist Financial Corp. 0.75% Reduce -9.0% 3,084,499 $494.8M
JPMorgan Chase & Co. 0.04% Add +7.3% 2,993,209 $480.1M
Northwestern Mutual Wealth Management Co. 0.46% Reduce -13.4% 2,913,640 $467.4M
Avantax Advisory Services, Inc. 3.07% Add +18.1% 2,683,086 $430.4M
EP Wealth Advisors, LLC 4.41% Add +1.5% 2,590,600 $415.6M
Raymond James & Associates 0.27% Add +1.4% 2,548,586 $408.8M
CHURCHILL MANAGEMENT Corp 4.72% Add +0.4% 2,493,447 $400.0M
Charles Schwab Investment Management Inc. 0.07% Reduce -5.1% 2,296,266 $368.3M
Members Trust Co 11.07% Reduce -2.3% 2,275,386 $365.0M
Permanens Capital L.P. 37.12% Add +9.8% 2,260,991 $363.6M
Cetera Investment Advisers 0.83% Add +3.0% 2,251,928 $361.2M
HighTower Advisors, LLC 0.55% Add +23.4% 2,214,992 $355.3M
Mission Wealth Management, LP 9.20% Add +0.5% 2,114,972 $339.3M
Provida Pension Fund Administrator 8.20% Reduce -19.9% 2,029,676 $325.6M
Choreo, LLC 5.43% Add +6.3% 2,026,821 $323.8M
CBIZ Investment Advisory Services, LLC 17.01% Add +34.1% 1,885,784 $302.5M
Pacific Life Fund Advisors LLC 29.97% Add +2.2% 1,871,756 $300.2M
Osaic Holdings, Inc. 0.68% Add +1.9% 1,806,070 $289.8M
Assetmark, Inc. 0.83% Reduce -2.6% 1,679,734 $269.4M
Richard Bernstein Advisors LLC 5.92% Reduce -4.3% 1,666,193 $267.3M
Facet Wealth, Inc. 7.97% Add +11.9% 1,553,114 $259.5M
Partners Capital Investment Group, LLP 4.10% Add +22.6% 1,516,488 $242.8M
Moneta Group Investment Advisors LLC 3.86% Add +1.6% 1,507,119 $241.8M
SCS Capital Management LLC 4.88% Reduce -1.4% 1,452,316 $233.0M
Modera Wealth Management, LLC 3.36% Add +2.5% 1,422,682 $228.2M
MML Investors Services, LLC 0.90% Add +2.8% 1,392,397 $223.4M
Baird Financial Group, Inc. 0.45% Reduce -1.1% 1,350,548 $216.6M
United Capital Financial Advisors, LLC 1.84% Reduce -1.9% 1,330,236 $213.4M
Stifel Financial Corp. 0.24% Add +2.2% 1,329,353 $213.2M
Foster Group, Inc. 7.96% Add +3.3% 1,261,562 $202.4M
Mather Group, Llc. 2.47% Add +2.2% 1,231,227 $200.5M
Envestnet Portfolio Solutions, Inc. 0.66% Add +18.7% 1,179,661 $189.2M
Waldron Private Wealth LLC 8.44% Add +1.8% 1,169,140 $188.7M
Sanctuary Advisors, LLC 1.34% — 1,164,222 $183.8M
Equitable Holdings, Inc. 1.90% Reduce -13.1% 1,124,386 $180.4M
Retirement Investment Advisors, Inc. 21.35% — 1,096,463 $175.9M
Garde Capital, Inc. 11.88% Reduce -2.4% 1,065,952 $171.0M
Citigroup Inc. 0.16% Add +11.9% 1,040,726 $166.9M
Cambridge Investment Research Advisors, Inc. 0.59% Add +2.2% 997,921 $160.1M
CIBC Private Wealth Group LLC 0.30% Add +0.2% 994,638 $159.7M
Wealth Enhancement Advisory Services, LLC 0.37% Add +7.3% 968,308 $155.3M
Private Advisor Group, LLC 1.03% Add +6.1% 955,461 $153.3M
US Bancorp \de 0.20% Reduce -1.9% 914,828 $146.7M
Systematic Alpha Investments, LLC 5.47% No change 894,868 $143.5M
Money Design Co.,Ltd. 7.68% Add +0.9% 888,500 $142.5M
Beacon Pointe Advisors, LLC 1.63% Add +0.5% 860,149 $138.0M
Kestra Advisory Services, LLC 0.76% Add +7.0% 895,338 $135.6M
Vista Capital Partners, Inc. 16.60% Reduce -0.7% 834,374 $133.8M
NewEdge Advisors, LLC 0.94% Add +5.7% 800,777 $128.5M
Focus Partners Wealth 0.42% Add +219.7% 785,872 $126.1M
Brookstone Capital Management 2.08% Add +2.3% 747,972 $125.4M
Saudi Central Bank 12.32% No change 756,686 $122.1M
Prime Capital Investment Advisors, LLC 1.77% Reduce -1.4% 744,388 $119.4M
Blair William & Co. 0.36% Add +4.3% 731,716 $117.4M
Thrive Wealth Management, LLC 22.85% Add +4.6% 727,464 $116.7M
Stephens Group Asset Management, LLC 10.45% Add +0.8% 714,558 $114.6M
BlackRock Inc. 0.00% Add +2.2% 670,237 $107.5M
Citizens Financial Group Inc. 2.38% Add +3.3% 665,562 $107.3M
Woodmont Investment Counsel LLC 8.59% Add +4.1% 655,610 $105.2M
Nepc LLC 3.43% No change 647,673 $103.9M
Sequoia Financial Advisors, LLC 1.25% Add +2.8% 645,399 $103.8M
Brandywine Oak Private Wealth LLC 10.61% Reduce -0.2% 643,099 $103.2M
Atria Wealth Solutions, Inc. 1.12% Reduce -1.7% 627,734 $101.1M
Brickley Wealth Management 22.11% Add +0.0% 629,425 $101.0M
Clearstead Advisors, LLC 1.72% Add +1903.8% 628,439 $100.8M
Creative Planning 0.11% Reduce -0.9% 617,839 $99.1M
Manufacturers Life Insurance Company, The 0.09% Reduce -4.0% 612,660 $98.3M
National Bank of Canada 0.15% Add +17.9% 610,942 $97.6M
PrairieView Partners, LLC 10.95% Reduce -0.1% 608,260 $97.6M
Cable Hill Partners, LLC 10.54% Add +2.3% 601,720 $97.1M
Midland Wealth Advisors, LLC 5.49% Add +0.9% 577,543 $92.6M
Efficient Advisors, LLC 6.01% Add +0.6% 577,409 $92.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.08% Reduce -1.5% 572,350 $91.8M
Simplicity Wealth,LLC 2.06% Add +0.9% 569,063 $91.3M
Bank of Hawaii 4.16% Add +0.2% 564,563 $90.6M
Bleakley Financial Group, LLC 2.61% Add +0.7% 563,243 $90.3M
Strategies Wealth Advisors, LLC 13.08% Add +18.6% 559,885 $89.8M
Safeguard Financial, LLC 24.46% Add +12.0% 548,390 $88.0M
Cerity Partners LLC 0.24% Add +7.8% 543,675 $87.2M
BOK Financial Private Wealth, Inc. 6.27% Add +1.8% 534,689 $86.3M
Cornerstone Management, Inc. 18.74% Add +3.8% 531,437 $85.2M
Simon Quick Advisors, LLC 5.87% Add +15.6% 518,450 $83.2M
Focused Wealth Management, Inc 12.11% Add +2.5% 512,712 $82.2M
Mountain Capital Investment Advisors Inc. 20.24% Add +9.0% 494,630 $81.6M
Invictus Private Wealth, LLC 6.82% Add +1.6% 506,634 $81.3M
BNP Paribas Financial Markets 0.09% Add +23.1% 483,349 $77.5M
Trust Co of Tennessee 27.25% — 474,727 $76.1M
Orion Porfolio Solutions, LLC 0.80% Add +5.0% 471,406 $75.6M
Orion Portfolio Solutions, LLC 0.80% Add +5.0% 471,406 $75.6M
Financial Synergies Wealth Advisors, Inc. 10.09% Add +1.1% 466,776 $74.9M
Relyea Zuckerberg Hanson LLC 12.42% Add +1.6% 461,578 $74.0M
Rockefeller Capital Management L.P. 0.21% Reduce -1.2% 460,233 $73.8M
TMD Wealth Management, LLC 15.53% Add +4.9% 441,200 $70.8M
Atria Investments, Inc 0.91% Reduce -2.7% 437,866 $70.2M
Nadler Financial Group, Inc. 8.13% Add +3.1% 431,389 $69.2M
Chan Zuckerberg Initiative, LLC 22.05% Reduce -30.7% 415,237 $66.6M
Morningstar Investment Services LLC 0.72% Reduce -4.6% 413,319 $66.1M
Rodgers & Associates, LTD 8.50% Reduce -1.4% 411,828 $66.1M
RMR Wealth Builders 7.54% Add +3.6% 409,820 $65.7M
Corient Private Wealth LP 0.11% Reduce -2.6% 406,225 $65.2M
Pasadena Private Wealth, LLC 15.06% Add +0.3% 405,732 $65.1M
CreativeOne Wealth, LLC 3.28% Reduce -8.2% 403,595 $64.7M
First Hawaiian Bank 2.14% Add +0.5% 395,107 $63.4M
HTLF Bank 7.16% Add +1.7% 392,285 $62.9M
Summit Financial, LLC 2.88% Add +47.7% 389,593 $62.9M
Trust Co 8.09% Add +2.3% 390,775 $62.7M
B. Riley Wealth Advisors, Inc. 1.59% Reduce -28.8% 387,854 $62.6M
Jane Street Group, LLC 0.07% Add +614.1% 388,971 $62.4M
Accredited Investors Inc. 3.88% Add +10.4% 388,067 $62.2M
Russell Investments Group, Ltd. 0.10% Add +0.3% 384,471 $61.7M
Exencial Wealth Advisors, LLC 2.28% Reduce -9.3% 376,711 $60.4M
Unison Advisors LLC 7.57% Add +1.4% 374,470 $60.3M
Natixis Advisors, LLC 0.13% Reduce -22.2% 373,033 $59.8M
CSM Advisors, LLC 4.23% No change 372,083 $59.7M
Symmetry Partners, LLC 3.01% Add +139.3% 364,890 $58.5M
Cwm, LLC 0.28% Reduce -8.7% 364,487 $58.5M
Strategic Blueprint, LLC 3.94% Add +3.4% 360,842 $57.9M
Signaturefd, LLC 1.16% Reduce -1.3% 356,912 $57.3M
Ellevest, Inc. 3.42% Add +2.3% 355,423 $57.0M
NSI Retail Advisors, LLC 9.97% No change 354,498 $56.9M
Trustees of Dartmouth College 10.20% Reduce -68.3% 348,850 $56.0M
Sage Financial Group Inc. 4.82% Add +0.2% 347,153 $55.7M
Condor Capital Management 5.17% Add +1.5% 336,840 $54.0M
Wealthspire Advisors, LLC 0.68% Add +1.8% 331,399 $53.2M
Steward Partners Investment Advisory, LLC 0.56% Add +5.0% 330,636 $53.0M
Fifth Third Bancorp 0.20% Reduce -10.3% 330,585 $53.0M
Mercer Global Advisors Inc. 0.14% Reduce -3.9% 347,080 $53.0M
Bank of Nova Scotia 0.10% Add +2668.7% 328,671 $52.7M
Foster Victor Wealth Advisors, LLC 4.33% Reduce -0.4% 309,832 $51.8M
Signature Estate & Investment Advisors LLC 1.30% Add +21.7% 322,634 $51.8M
Stephens Inc. 0.77% Add +5.0% 315,167 $50.6M
Total Wealth Planning, LLC 8.07% Add +0.1% 294,060 $49.2M
Allworth Financial LP 0.32% Add +7.0% 295,998 $48.9M
Janney Montgomery Scott LLC 0.15% Reduce -6.0% 304,024 $48.8M
Blue Edge Capital, LLC 8.04% Reduce -0.9% 302,922 $48.6M
Penserra Capital Management LLC 0.61% Reduce -0.1% 299,370 $48.0M
Oxford Financial Group, LTD. LLC 3.12% Reduce -1.1% 294,734 $47.3M
Partners in Financial Planning 10.16% Add +2.2% 291,520 $46.8M
Cary Street Partners Investment Advisory LLC 1.88% Add +12.0% 291,180 $46.7M
Presilium Private Wealth, LLC 11.77% Add +3.5% 290,467 $46.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.40% Reduce -3.5% 290,309 $46.6M
EverSource Wealth Advisors, LLC 3.09% Add +0.8% 276,451 $46.4M
Kestra Private Wealth Services, LLC 0.93% Add +2.5% 288,498 $46.3M
Bessemer Group Inc. 0.08% Add +12.3% 285,490 $45.8M
Cresset Asset Management, LLC 0.19% Add +19.4% 282,628 $45.6M
Koshinski Asset Management, Inc. 4.10% Reduce -0.4% 275,551 $44.2M
Coldstream Capital Management Inc. 1.08% Reduce -1.3% 275,307 $44.2M
Pathway Financial Advisors LLC 11.90% Add +1.7% 274,567 $44.0M
Waverly Advisors, LLC 0.85% Reduce -0.2% 268,724 $43.1M
BIP Wealth, LLC 3.44% Add +8.3% 262,180 $42.1M
Vanguard Group Inc. 0.00% Add +17.5% 257,378 $41.3M
Cassady Schiller Wealth Management, LLC 16.76% Add +9.5% 257,182 $41.3M
Franklin Resources Inc. 0.01% Reduce -0.3% 256,846 $41.2M
Baron Silver Stevens Financial Advisors, LLC 7.83% Add +3.3% 255,597 $41.0M
Hirtle & Co., LLC 2.05% Reduce -0.3% 254,812 $40.9M
NewEdge Wealth, LLC 0.88% Reduce -1.1% 252,304 $40.5M
Advisors Capital Management, LLC 0.70% Add +15.3% 249,636 $40.0M
Dakota Wealth Management 0.94% Reduce -10.3% 247,015 $39.6M
Apella Capital, LLC 1.77% Add +2.4% 246,060 $39.5M
Alliancebernstein L.P. 0.01% Add +5.4% 244,702 $39.3M
Peninsula Wealth, LLC 7.33% Reduce -24.6% 238,646 $39.2M
Comerica Bank 0.16% Reduce -1.8% 242,662 $38.9M
Sepio Capital, LP 3.57% Reduce -1.9% 242,516 $38.9M
Mgo One Seven LLC 1.83% Add +67.9% 240,077 $38.5M
Gleason Group, Inc. 7.78% Reduce -0.3% 238,923 $38.3M
Crane Advisory, LLC 7.36% Add +3.1% 238,099 $38.2M
Grey Fox Wealth Advisors, LLC 13.39% Add +4.4% 235,791 $38.1M
Trustmark Bank Trust Department 3.05% Reduce -2.6% 236,902 $38.0M
Baltimore-Washington Financial Advisors, Inc. 2.23% Add +3.9% 235,455 $37.8M
Federation des caisses Desjardins du Quebec 0.20% Reduce -3.5% 234,895 $37.7M
49 Wealth Management, LLC 7.41% Add +25.4% 235,296 $37.6M
TL Private Wealth 16.94% Add +0.0% 224,033 $37.5M
Strategic Investment Advisors / MI 4.46% Add +3.8% 227,879 $36.6M
Townsquare Capital LLC 0.50% Reduce -2.3% 226,673 $36.4M
Clark Asset Management, LLC 10.05% Add +10.3% 226,250 $36.3M
Forvis Mazars Wealth Advisors, LLC 0.90% Reduce -31.4% 225,897 $36.2M
Chaney Capital Management, Inc. 23.90% Add +12.3% 224,886 $36.1M
Truefg, LLC 12.89% Add +0.6% 222,486 $35.7M
M&T Bank Corp 0.12% Add +10.1% 219,274 $35.2M
Arax Advisory Partners 3.40% Reduce -0.5% 217,266 $34.9M
DAVENPORT & Co LLC 0.22% Add +9.8% 216,247 $34.7M
Old Mission Investment Co LLC 11.27% Add +0.3% 216,131 $34.7M
Glenmede Trust Co. NA 0.18% Reduce -2.6% 215,749 $34.6M
Financial Planning & Information Services, Inc. 5.28% Reduce -1.4% 215,448 $34.6M
Lebenthal Global Advisors, LLC 7.54% Reduce -2.3% 214,533 $34.4M
Schechter Investment Advisors, LLC 2.58% Add +2.7% 213,016 $34.2M
Angeles Investment Advisors, LLC 1.73% Reduce -57.3% 211,622 $33.9M
Kaydan Wealth Management, Inc. 11.86% Add +25.6% 208,676 $33.5M
Thrivent Financial for Lutherans 0.07% Reduce -56.2% 204,915 $32.9M
Affinity Capital Advisors, LLC 6.79% Add +3.0% 201,534 $32.3M
Forte Capital LLC 3.84% Reduce -11.8% 198,481 $31.8M
Regatta Capital Group, LLC 6.79% Add +1.8% 196,494 $31.5M
Stephens Consulting, LLC 8.92% Add +4.1% 195,168 $31.3M
Noble Family Wealth, LLC 8.99% Add +0.2% 194,693 $31.2M
Freedom Investment Management, Inc. 2.53% Add +1.2% 193,037 $31.0M
Cary Street Partners Asset Management LLC 4.54% Reduce -8.3% 192,932 $30.9M
Concurrent Investment Advisors, LLC 1.02% Add +20.8% 191,561 $30.7M
Relative Value Partners Group, LLC 3.98% Reduce -69.9% 190,833 $30.6M
Lake Street Private Wealth, LLC 3.98% Add +5.3% 190,833 $30.6M
TD Private Client Wealth LLC 0.95% Add +6.4% 187,125 $30.0M
Mesirow Financial Investment Management, Inc. 0.67% Reduce -5.2% 186,120 $29.9M
Sageworth Trust Co 1.88% Reduce -12.3% 186,273 $29.8M
Fee-Only Financial Planning, L.C. 19.33% Reduce -1.3% 179,029 $28.7M
Golden Road Advisors LLC 23.67% Reduce -4.2% 178,712 $28.7M
Mainsail Asset Management, LLC 22.74% Add +0.5% 178,891 $28.7M
Jacobsen Capital Management 12.78% Reduce -0.1% 178,310 $28.6M
Cornerstone Wealth Advisors, Inc. 8.56% Add +1.0% 178,285 $28.6M
Platte River Wealth Advisors, LLC 8.02% Reduce -1.4% 178,223 $28.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.15% Add +17.9% 177,533 $28.5M
Brown Advisory Inc. 0.04% Add +8.9% 176,036 $28.2M
Merit Financial Group, LLC 0.62% Add +0.2% 174,109 $27.9M
Angeles Wealth Management, LLC 2.62% Reduce -5.9% 173,868 $27.9M
Creative Financial Designs Inc. 2.46% Add +1.4% 172,297 $27.6M
MTC Wealth Management LLC 13.11% Reduce -3.0% 171,662 $27.5M
Studio Investment Management LLC 6.14% Add +0.5% 166,084 $27.0M
Kaye Capital Management 11.34% Add +1.6% 167,893 $26.9M
Buckingham Strategic Wealth, LLC 0.28% Reduce -7.8% 166,616 $26.7M
Legacies Wealth LLC 23.27% Reduce -1.2% 166,029 $26.6M
First American Trust, FSB 2.67% Add +36.8% 165,670 $26.6M
Warwick Investment Management, Inc. 6.20% Add +0.9% 165,065 $26.5M
FLC Capital Advisors 6.49% Reduce -0.8% 164,536 $26.4M
Hiley Hunt Wealth Management 16.26% Reduce -0.4% 164,093 $26.3M
Private Capital Management LLC 5.22% Add +3.5% 163,896 $26.3M
OLIO Financial Planning 11.07% Reduce -0.2% 175,216 $26.3M
Sigma Investment Counselors Inc. 1.64% Add +3.2% 163,179 $26.2M
Mosaic Family Wealth Partners, LLC 4.21% Add +1.4% 163,075 $26.2M
MAI Capital Management 0.26% Add +1.3% 162,240 $26.0M
Wealth Alliance Advisory Group, LLC 5.81% Add +1.3% 160,734 $25.8M
HUB Investment Partners, LLC 1.24% Add +19.0% 160,360 $25.7M
Arbor Wealth Advisors LLC 24.91% Add +0.1% 157,376 $25.2M
Wealth Architects, LLC 3.04% Reduce -0.6% 154,893 $24.8M
Warner Financial, Inc. 12.02% Add +0.6% 153,706 $24.7M
Marino, Stram & Associates LLC 5.90% Add +0.8% 150,594 $24.2M
Oarsman Capital, Inc. 5.32% Add +24.0% 150,466 $24.1M
Rise Advisors, LLC 12.78% Add +5.2% 150,319 $24.1M
Brown Wealth Management, LLC 9.66% Add +5.5% 149,431 $24.0M
Financial Engines Advisors L.L.C. 0.05% Add +78.3% 145,742 $23.5M
Prospera Financial Services Inc 0.65% Reduce -21.5% 146,003 $23.4M
TD Capital Management LLC 2.42% Reduce -0.4% 144,372 $23.2M
Cambridge Capital Management, LLC 17.02% Add +1.4% 143,445 $23.0M
Parker Financial LLC 12.52% Reduce -0.9% 143,390 $23.0M
Towerpoint Wealth, LLC 11.46% Reduce -1.9% 143,181 $23.0M
Parallel Advisors, LLC 0.59% Add +29.2% 143,022 $22.9M
Courier Capital LLC 1.82% Reduce -0.5% 142,894 $22.9M
Advisory Services Network, LLC 0.47% Reduce -1.5% 142,855 $22.9M
Northern Trust Corp. 0.00% Add +1.7% 141,596 $22.7M
Frisch Financial Group, Inc. 6.86% Add +15.1% 141,092 $22.6M
FWG Holdings, LLC 11.35% Add +4.8% 136,810 $22.6M
Ameritas Advisory Services, LLC 0.85% Add +3.6% 140,783 $22.6M
Mutual Advisors, LLC 0.68% Add +16.2% 135,423 $22.6M
Bragg Financial Advisors, Inc 1.00% Add +0.1% 140,203 $22.5M
Waypoint Capital Advisors, LLC 5.61% Add +47.6% 139,901 $22.4M
Allen Wealth Management, LLC 19.87% Add +0.9% 139,125 $22.3M
Janus Henderson Group PLC 0.01% New 138,509 $22.2M
Savant Capital, LLC 0.22% Add +13.2% 138,192 $22.2M
Avior Wealth Management, LLC 0.95% Add +131.6% 138,085 $22.2M
Quest Investment Management LLC 2.42% Reduce -0.1% 136,332 $21.9M
Market Street Wealth Management Advisors LLC 3.74% Add +1.5% 135,927 $21.8M
Clayton Financial Group LLC 9.43% Add +6.2% 133,810 $21.8M
Acorn Creek Capital LLC 12.96% Add +3.1% 135,409 $21.7M
Certified Advisory Corp 2.64% Reduce -5.6% 131,212 $21.0M
Capital Wealth Management, LLC 9.62% Add +1.2% 131,012 $21.0M
Fifth Third Securities, Inc. 1.93% Reduce -1.0% 129,708 $20.9M
Great Valley Advisor Group, Inc. 0.59% Add +6.9% 130,363 $20.9M
Cahill Financial Advisors Inc. 2.84% Add +1.3% 129,246 $20.7M
AAF Wealth Management, LLC 10.71% Add +8.8% 128,893 $20.7M
Global Retirement Partners, LLC 0.65% Add +0.7% 128,610 $20.6M
Droms Strauss Advisors Inc. /Mo/ 7.40% Reduce -3.1% 127,454 $20.4M
Waterford Advisors, LLC 8.51% Add +1.1% 126,553 $20.3M
Evolution Advisers, Inc. 11.43% Reduce -0.9% 123,976 $19.9M
First PREMIER Bank 5.32% Add +1.0% 123,955 $19.9M
Integrated Wealth Concepts LLC 0.27% Add +7.9% 122,920 $19.7M
RFG Advisory, LLC 0.64% Add +13.9% 122,870 $19.7M
Chicago Partners Investment Group LLC 0.76% Reduce -1.3% 117,836 $19.7M
Wealthspan Partners, LLC 10.81% Add +6.9% 122,124 $19.6M
Venture Visionary Partners LLC 0.90% Reduce -1.1% 120,502 $19.3M
J.W. Cole Advisors, Inc. 0.90% Add +8.0% 118,609 $19.0M
Heartwood Wealth Advisors LLC 2.26% Add +0.3% 117,733 $18.9M
Principal Securities, Inc. 0.52% Add +0.0% 117,455 $18.8M
Bank of Montreal 0.01% Reduce -2.2% 115,596 $18.8M
25 LLC 8.89% Reduce -0.8% 116,741 $18.7M
Spire Wealth Management 0.66% Reduce -0.2% 116,560 $18.7M
Obsidian Cio, LLC 4.44% Add +24.3% 116,525 $18.7M
Shore Point Advisors, LLC 10.60% Add +1.3% 116,377 $18.7M
McIlrath & Eck, LLC 2.74% Add +32.3% 115,213 $18.5M
Copperwynd Financial, LLC 6.04% Add +13.9% 109,992 $18.5M
Veery Capital, LLC 7.48% Reduce -2.6% 115,132 $18.5M
Valley Wealth Managers, Inc. 1.47% Reduce -19.0% 114,744 $18.4M
Wealthcare Advisory Partners LLC 0.57% Reduce -0.1% 114,609 $18.4M
Composition Wealth, LLC 0.45% Reduce -4.4% 113,958 $18.3M
Whitegate Investment Counselors, Inc. 5.11% Reduce -1.2% 112,140 $18.0M
Arcadia Wealth Management, LLC 10.22% Add +10.3% 111,548 $17.9M
Wellspring Financial Advisors, LLC 2.00% Reduce -0.4% 944,484 $17.8M
Stratos Wealth Partners, LTD. 0.29% Reduce -2.7% 111,180 $17.8M
Lokken Investment Group LLC 8.38% Add +6.5% 111,065 $17.8M
Nabity-Jensen Investment Management Inc 14.47% Reduce -1.2% 110,317 $17.7M
Dynamic Advisor Solutions LLC 0.56% Add +10.1% 110,298 $17.7M
Firestone Capital Management 4.82% Add +5.3% 110,176 $17.7M
Hemington Wealth Management 5.90% Reduce -2.8% 109,044 $17.5M
Smith & Howard Wealth Management, LLC 5.20% Add +1.3% 108,587 $17.4M
Staley Capital Advisers Inc. 0.80% Add +0.1% 108,274 $17.4M
Topel & Distasi Wealth Management, LLC 7.59% Add +0.4% 107,691 $17.3M
Marshall Financial Group Inc. 5.60% Reduce -0.1% 107,606 $17.3M
Bay Harbor Wealth Management, LLC 5.96% Reduce -4.3% 105,911 $17.1M
Manchester Capital Management LLC 2.04% Reduce -5.4% 105,892 $17.0M
Tenret Co LLC 11.53% Add +1.7% 103,740 $16.6M
Aspire Private Capital, LLC 4.27% Add +0.6% 103,342 $16.6M
CW Advisors, LLC 0.26% Add +0.6% 102,803 $16.5M
VestGen Investment Management 4.85% Reduce -1.0% 102,167 $16.4M
Cherry Tree Wealth Management, LLC 4.09% Reduce -0.0% 101,435 $16.3M
Beacon Financial Strategies CORP 11.67% Reduce -0.9% 101,062 $16.2M
SWP Financial LLC 10.71% Add +47.0% 101,003 $16.2M
Hoylecohen, LLC 1.22% Reduce -4.8% 100,446 $16.1M
Valence8 US LP 8.36% Reduce -19.6% 100,003 $16.0M
Annapolis Financial Services, LLC 5.19% Reduce -4.0% 99,920 $16.0M
Compton Wealth Advisory Group, LLC 4.22% Add +2.9% 98,681 $15.8M
White Lighthouse Investment Management Inc. 3.04% Add +2.5% 98,499 $15.7M
Bell Investment Advisors, Inc 3.08% Reduce -3.0% 97,837 $15.7M
AE Wealth Management LLC 0.16% Add +51.2% 97,684 $15.7M
Evergreen Capital Management LLC 0.56% Add +2.1% 95,870 $15.5M
Elm Partners Management LLC 1.18% Add +12.0% 96,045 $15.4M
First Horizon Advisors, Inc. 0.47% Add +43.5% 95,935 $15.4M
Aspen Wealth Strategies, LLC 10.65% Reduce -1.4% 91,392 $15.3M
Valley National Advisers Inc. 2.27% Add +14.3% 95,330 $15.3M
Legacy Edge Advisors, LLC 2.80% Reduce -2.2% 94,586 $15.2M
Matrix Private Capital Group LLC 9.53% Add +8.0% 93,928 $15.2M
Hilltop Partners LLC 5.59% Reduce -10.9% 94,478 $15.2M
Gallagher Fiduciary Advisors, LLC 3.35% Reduce -15.9% 93,074 $14.9M
Goldstone Financial Group, LLC 2.98% Add +10.9% 92,580 $14.9M
Cresta Advisors, Ltd. 8.77% Reduce -0.9% 92,164 $14.8M
Focus Partners Advisor Solutions, LLC 0.39% Add +40.0% 92,115 $14.8M
Mitchell McLeod Pugh & Williams Inc. 3.36% Add +16.2% 91,659 $14.7M
R. W. Roge & Company, Inc. 8.40% Add +3.4% 91,662 $14.7M
Stone Summit Wealth LLC 5.25% Add +1.9% 91,294 $14.6M
Bare Financial Services, Inc 7.61% Add +292.2% 86,123 $14.5M
Associated Banc-Corp 0.45% Reduce -2.2% 90,149 $14.5M
Sovereign Financial Group, Inc. 3.60% Add +8.7% 90,106 $14.5M
Global Strategic Investment Solutions, LLC 1.74% No change 89,986 $14.4M
CJM Wealth Advisers, Ltd. 5.31% Add +2.1% 90,311 $14.4M
Aspiriant, LLC 0.59% Add +4.6% 89,926 $14.4M
Pure Financial Advisors, LLC 0.40% Add +3.2% 89,355 $14.3M
Greenup Street Wealth Management LLC 3.32% Reduce -4.0% 88,085 $14.1M
UMB Bank, n.a. 0.23% Add +3.7% 87,277 $14.0M
SOL Capital Management CO 1.68% Add +4.3% 87,220 $14.0M
Robinswood Financial LLC 5.63% Add +5.6% 86,705 $13.9M
Prairieview Wealth Partners, LLC 11.84% Add +1.5% 86,651 $13.9M
Obsidian Personal Planning Solutions LLC 8.39% Add +4.7% 85,744 $13.8M
Park Avenue Securities LLC 0.17% Add +4.6% 85,663 $13.7M
ING Groep NV 0.08% Add +2407.2% 85,043 $13.6M
Systelligence, LLC 3.63% New 85,033 $13.6M
Pathstone Holdings, LLC 0.06% Reduce -7.4% 84,966 $13.6M
First National Bank of Omaha 0.89% Add +0.8% 84,235 $13.5M
Gemmer Asset Management LLC 1.43% Add +1.8% 83,531 $13.4M
Falcon Wealth Planning 1.74% Reduce -36.5% 83,489 $13.4M
Sightline Wealth Advisors, LLC 8.23% Add +14.9% 82,455 $13.2M
Cambridge Associates LLC /Ma/ 0.60% Add +102.0% 81,110 $13.0M
TBH Global Asset Management, LLC 2.86% Reduce -28.5% 80,362 $12.9M
Breakwater Capital Group 2.91% Add +3.2% 79,949 $12.8M
First United Bank & Trust 4.73% Reduce -1.0% 79,208 $12.7M
Bank Hapoalim BM 1.88% New 79,000 $12.7M
Essex Financial Services, Inc. 0.93% Add +14.2% 77,162 $12.6M
Greenhouse Wealth Management, LLC 9.18% Reduce -1.2% 78,369 $12.6M
Kestra Investment Management, LLC 0.85% — 78,206 $12.5M
Trinity Financial Advisors LLC 5.58% Reduce -11.4% 77,257 $12.5M
Wealthspire Retirement, LLC 1.04% Add +1.9% 77,285 $12.4M
Sowell Financial Services LLC 0.59% Reduce -4.0% 76,490 $12.3M
Leeward Financial Partners, LLC 5.01% Reduce -1.6% 76,952 $12.3M
Advantage Trust Co 8.81% Add +7.7% 76,515 $12.3M
SlateStone Wealth, LLC 1.32% Reduce -2.1% 76,109 $12.2M
Ellis Investment Partners, LLC 2.58% Add +12.7% 76,093 $12.2M
Berger Financial Group, Inc 0.96% Reduce -21.1% 75,291 $12.1M
E&G Advisors, LLC 3.55% Reduce -1.1% 75,263 $12.1M
Plum Street Advisors, LLC 7.02% Reduce -1.2% 75,074 $12.0M
Latigo Investments, LLC 6.15% No change 74,918 $12.0M
Schwallier Wealth Management LLC 9.66% Reduce -0.1% 74,116 $11.9M
Nations Financial Group Inc, /Ia/ 0.97% Add +3.7% 74,105 $11.9M
Oak Root LLC 1.58% Add +4.4% 73,863 $11.8M
Bokf, NA 0.21% Add +7.1% 73,803 $11.8M
IFG Advisory, LLC 0.76% Add +2.7% 73,338 $11.8M
KFA Private Wealth Group, LLC 6.06% Reduce -23.5% 72,966 $11.7M
NBT Bank, N.A. 0.84% Add +8.9% 72,887 $11.7M
Horizon Bancorp Inc. 5.56% Add +57.4% 72,884 $11.7M
Visionary Wealth Advisors 0.76% Reduce -0.2% 72,212 $11.6M
Ascent Group, LLC 0.94% Reduce -4.2% 71,823 $11.5M
Madden Advisory Services, Inc. 5.84% Add +1.2% 71,627 $11.5M
Archford Capital Strategies, LLC 1.85% Add +2.4% 71,315 $11.4M
Boyd Wealth Management, LLC 6.28% Add +2.4% 70,962 $11.4M
Clark Financial Services Group Inc. 11.98% Add +6.3% 70,806 $11.4M
Northeast Financial Consultants Inc 0.52% Reduce -11.6% 70,611 $11.3M
Weaver Capital Management LLC 3.65% Add +0.4% 70,458 $11.3M
Financial Advisory Partners, LLC 4.17% Add +5.6% 69,558 $11.2M
CENTRAL TRUST Co 0.27% Reduce -19.0% 69,101 $11.1M
QRG Capital Management, Inc. 0.13% Reduce -5.2% 68,395 $11.0M
Dynamic Wealth Strategies, LLC 9.40% Reduce -1.8% 68,214 $10.9M
Sigma Planning Corp 0.35% Add +0.5% 68,008 $10.9M
BLB&B Advisors, LLC 0.59% Reduce -12.2% 66,841 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -10.1% 67,000 $10.7M
Americana Partners, LLC 0.84% No change 66,760 $10.7M
Diversified Portfolios, Inc. 1.41% Reduce -0.8% 66,621 $10.7M
Bruce G. Allen Investments, LLC 8.98% Reduce -2.6% 66,583 $10.7M
Windham Capital Management, LLC 8.36% Reduce -0.8% 66,581 $10.7M
Aire Advisors, LLC 2.42% Reduce -0.3% 66,274 $10.6M
Quotient Wealth Partners, LLC 0.37% Reduce -20.0% 66,141 $10.6M
Red Wave Investments LLC 3.91% Reduce -0.4% 66,020 $10.6M
CGN Advisors LLC 1.23% Reduce -0.7% 65,791 $10.6M
AJ Advisors, LLC 5.83% Reduce -21.2% 65,757 $10.5M
Tortoise Investment Management, LLC 1.20% Add +7.4% 65,709 $10.5M
American Investment Services, Inc. 1.85% Reduce -1.7% 65,296 $10.5M
Capital Investment Advisory Services, LLC 1.07% Add +213.5% 64,820 $10.4M
One Charles Private Wealth Services, LLC 4.31% Add +13.1% 64,590 $10.4M
CX Institutional 0.48% Add +0.5% 64,307 $10.3M
Snowden Capital Advisors LLC 0.31% Reduce -0.2% 63,813 $10.3M
Consolidated Portfolio Review Corp 2.40% Add +31.8% 64,188 $10.3M
REAP Financial Group, LLC 2.76% Reduce -1.1% 63,852 $10.2M
Mokosak Advisory Group, LLC 3.38% Reduce -0.5% 63,807 $10.2M
Founders Financial Securities LLC 0.97% Add +32.6% 63,791 $10.2M
Worth Asset Management, LLC 6.03% New 63,311 $10.2M
Arden Trust Co 1.42% Reduce -0.5% 63,306 $10.2M
&partners 0.44% Add +108.8% 63,223 $10.1M
Everhart Financial Group, Inc. 2.63% Reduce -3.9% 63,113 $10.1M
Collective Family Office LLC 2.97% Add +9.1% 63,025 $10.1M
HRT Financial LP 0.06% Add +25.9% 62,631 $10.0M
5th Street Advisors, LLC 5.18% Add +2.9% 61,798 $9.9M
Transcend Capital Advisors, LLC 0.72% Reduce -0.7% 61,484 $9.9M
Lodestar Private Asset Management LLC 1.35% Add +1.3% 61,279 $9.8M
Emerald Advisors, LLC 1.49% Add +0.4% 61,263 $9.8M
Grove Bank & Trust 1.58% Add +10.5% 61,214 $9.8M
Regent Peak Wealth Advisors LLC 2.23% Reduce -2.9% 60,638 $9.7M
Retirement Planning Group, LLC 0.62% Reduce -3.9% 60,524 $9.7M
Maryland Capital Advisors Inc. 5.22% Reduce -1.9% 60,414 $9.7M
Valmark Advisers, Inc. 0.16% Add +7.6% 60,076 $9.6M
OneDigital Investment Advisors LLC 0.12% Add +66.3% 60,011 $9.6M
TKG Advisors, LLC 5.17% Add +53.5% 59,425 $9.5M
Kathmere Capital Management, LLC 1.01% Add +2.5% 59,393 $9.5M
Farther Finance Advisors, LLC 0.46% Reduce -12.3% 59,518 $9.5M
BTC Capital Management, Inc. 0.88% Reduce -0.5% 58,860 $9.4M
Cutler Investment Counsel LLC 1.28% Reduce -0.4% 58,404 $9.4M
LaSalle St. Investment Advisors, LLC 4.67% Add +1.6% 58,247 $9.3M
Von Berge Wealth Management Group, LLC 5.92% Add +0.5% 58,339 $9.3M
WealthShield Partners, LLC 1.41% Add +1.8% 57,343 $9.3M
Zhang Financial LLC 0.65% Add +0.8% 57,586 $9.2M
Vicus Capital 0.83% Add +7.5% 57,460 $9.2M
First Heartland Consultants, Inc. 0.91% Add +3.0% 57,076 $9.2M
Sandbox Financial Partners, LLC 3.51% Add +1.1% 57,035 $9.1M
Harbour Investments, Inc. 0.31% Add +7.4% 56,818 $9.1M
Keeler & Nadler Financial Planning & Wealth Management 4.98% Add +1.8% 56,479 $9.1M
Sterling Investment Advisors LLC 5.53% Reduce -0.2% 56,465 $9.1M
Commerce Bank 0.06% Reduce -0.7% 56,317 $9.0M
Capital Analysts, LLC 0.40% Add +5.9% 56,165 $9.0M
Impact Partnership Wealth, LLC 2.35% Add +7.6% 55,785 $8.9M
Safir Wealth Advisors, LLC 7.32% Add +0.9% 55,655 $8.9M
Gill Capital Partners, LLC 3.45% Add +5.5% 55,632 $8.9M
Avestar Capital, LLC 0.99% Add +1.8% 55,583 $8.9M
Cooksen Wealth, LLC 8.98% Add +0.5% 55,460 $8.9M
Wealthfront Advisers LLC 0.03% Add +2.9% 55,334 $8.9M
Cranbrook Wealth Management, LLC 2.18% Add +0.8% 55,170 $8.8M
WBH Advisory Inc. 0.88% Add +1.6% 54,424 $8.7M
Steele Capital Management, Inc. 0.49% Add +13.3% 53,981 $8.7M
Lutz Financial Services LLC 0.76% Add +1.6% 54,308 $8.7M
Breed's Hill Capital LLC 7.62% No change 53,659 $8.6M
Concourse Financial Group Securities, Inc. 0.54% Add +4.0% 53,219 $8.6M
Affiance Financial, LLC 2.24% Add +1.6% 53,491 $8.6M
Black Diamond Financial, LLC 1.66% Add +5.5% 53,473 $8.6M
Main Line Retirement Advisors, LLC 6.55% Add +3.7% 53,340 $8.6M
Richard P Slaughter Associates Inc 2.01% Add +7.5% 53,088 $8.5M
Capitolis Liquid Global Markets LLC 0.11% No change 53,000 $8.5M
Raab & Moskowitz Asset Management LLC 2.30% Add +3.8% 52,740 $8.5M
PFG Advisors 0.56% Add +10.4% 51,945 $8.3M
PCA Investment Advisory Services Inc. 4.36% Reduce -3.5% 51,894 $8.3M
Planning Alternatives Ltd. 1.34% Reduce -0.2% 51,526 $8.3M
IFP Advisors, Inc 0.33% Reduce -61.3% 51,414 $8.2M
Integrity Wealth Solutions LLC 5.36% Add +2.3% 51,064 $8.2M
Perigon Wealth Management, LLC 0.24% Add +0.5% 51,279 $8.2M
Qube Research & Technologies Ltd 0.02% Add +64.3% 51,037 $8.2M
G&S Capital LLC 3.55% Add +45.1% 49,524 $8.2M
Mayfair Advisory Group, LLC 5.52% Add +6.1% 49,589 $8.1M
Financial Advocates Investment Management 0.51% Reduce -0.5% 50,774 $8.1M
Apollon Wealth Management, LLC 0.25% Reduce -6.2% 50,632 $8.1M
Magnolia Capital Advisors LLC 4.53% New 50,495 $8.1M
Northstar Group, Inc. 1.60% Add +2.4% 50,484 $8.1M
Hoge Financial Services, LLC 6.61% Add +3.0% 50,294 $8.1M
NorthLanding Financial Partners, LLC 8.45% Reduce -2.0% 49,960 $8.0M
Barings LLC 0.20% New 49,947 $8.0M
Willis Johnson & Associates, Inc. 0.66% Reduce -3.6% 49,904 $8.0M
Halpern Financial, Inc. 2.19% Add +17.1% 49,750 $8.0M
Interchange Capital Partners, LLC 2.93% Add +4.8% 49,631 $8.0M
Pinnacle Associates Ltd. 0.12% Reduce -0.8% 49,404 $7.9M
JMG Financial Group, Ltd. 0.30% Reduce -5.2% 49,321 $7.9M
Nicolet Advisory Services, LLC 0.76% Reduce -0.8% 48,743 $7.9M
Cornerstone Wealth Management, LLC 0.60% Add +2.0% 48,675 $7.8M
Silverleafe Capital Partners, LLC 2.75% New 48,587 $7.8M
Oppenheimer & Co. Inc. 0.12% Add +5.2% 48,517 $7.8M
Beacon Bridge Wealth Partners, LLC 3.56% Reduce -26.8% 48,331 $7.8M
Olistico Wealth, LLC 4.93% Add +0.5% 48,213 $7.7M
Gray Wealth Management Inc. 3.30% Reduce -4.5% 47,625 $7.6M
Edmonds Duncan Registered Investment Advisors, LLC 1.86% Reduce -0.2% 47,503 $7.6M
Arkadios Wealth Advisors 0.51% Reduce -31.3% 47,465 $7.6M
Orser Capital Management, LLC 5.69% Add +195.4% 47,130 $7.6M
TPG Financial Advisors, LLC 3.54% — 46,670 $7.5M
Weinberger Asset Management, Inc 3.51% Reduce -1.4% 46,449 $7.5M
Mayport, LLC 2.65% Add +11.7% 46,442 $7.4M
Avantax Planning Partners, Inc. 0.24% Reduce -0.8% 46,342 $7.4M
Private Wealth Advisors, LLC 3.24% Reduce -0.4% 46,456 $7.4M
Elevated Capital Advisors, LLC 2.06% Reduce -3.8% 45,770 $7.3M
CWS Financial Advisors, LLC 2.89% Add +9.3% 45,748 $7.3M
Estate Counselors, LLC 0.80% Add +277.1% 45,665 $7.3M
Lido Advisors, LLC 0.06% Add +0.6% 45,339 $7.3M
Cora Capital Advisors LLC 3.74% Add +0.9% 45,309 $7.3M
Cyndeo Wealth Partners, LLC 0.57% Reduce -4.3% 45,272 $7.3M
Eclectic Associates Inc. 3.22% Add +4.7% 45,214 $7.3M
HB Wealth Management, LLC 0.08% Reduce -20.4% 44,793 $7.2M
STAR Financial Bank 5.51% Add +35.6% 44,568 $7.1M
Traveka Wealth, LLC 3.47% Add +19.4% 44,353 $7.1M
Corrigan Financial, Inc. 1.81% No change 43,611 $7.1M
First County Bank 3.65% Add +23.4% 44,264 $7.1M
Moody National Bank Trust Division 0.54% Add +106.9% 43,591 $7.0M
Neuberger Berman Group LLC 0.01% Add +3.2% 43,561 $7.0M
FF Advisors,LLC 4.91% Add +0.1% 43,504 $7.0M
Uptick Partners, LLC 5.35% Reduce -2.1% 42,783 $7.0M
Atmos Advisory, LLC 5.45% Add +3.6% 43,433 $7.0M
Millennium Management 0.01% Reduce -56.3% 43,358 $7.0M
Etfidea, LLC 2.34% Reduce -0.1% 43,136 $6.9M
Family Manage LLC 1.23% Add +4.9% 43,087 $6.9M
Gladstone Institutional Advisory LLC 0.36% Add +11.8% 43,051 $6.9M
Stevens Capital Partners 3.55% Reduce -5.5% 42,928 $6.9M
Harbor Investment Advisory, LLC 0.72% Add +1.2% 42,746 $6.9M
Wedbush Securities Inc. 0.24% Reduce -1.2% 42,455 $6.8M
Signet Financial Management, LLC 0.92% Reduce -4.1% 42,316 $6.8M
Hohimer Wealth Management, LLC 1.57% Add +1.4% 42,091 $6.8M
Hardy Reed LLC 0.67% Add +1.5% 41,651 $6.7M
Valeo Financial Advisors, LLC 0.21% Add +5.7% 41,546 $6.7M
Investment Advisory Group, LLC 2.57% Add +2.8% 41,418 $6.6M
Paragon Capital Management Ltd 1.21% Reduce -5.5% 41,251 $6.6M
Drucker Wealth 3.0, LLC 1.76% — 41,224 $6.6M
HTG Investment Advisors, Inc. 3.56% Add +11.4% 41,188 $6.6M
Prestige Wealth Management Group LLC 1.43% Reduce -0.5% 40,922 $6.6M
Brighton Jones LLC 0.22% Add +1.4% 40,793 $6.5M
Kovack Advisors, Inc. 0.72% Reduce -2.1% 40,730 $6.5M
Asset Planning Corporation 4.88% Reduce -21.8% 40,698 $6.5M
Benchmark Wealth Management, LLC 3.47% Add +17.1% 40,558 $6.5M
Pine Valley Investments Ltd Liability Co 0.48% Add +1.6% 40,284 $6.5M
Forbes Financial Planning, Inc. 5.07% Add +1.3% 40,211 $6.5M
Beaumont Asset Management, L.L.C. 4.14% Reduce -0.3% 40,132 $6.4M
Ackerman Capital Advisors, LLC 1.70% Reduce -7.1% 40,000 $6.4M
AlphaStar Capital Management, LLC 0.59% Add +6.9% 39,856 $6.4M
Ocean Park Asset Management, LLC 0.30% New 39,800 $6.4M
Benjamin F. Edwards & Company, Inc. 0.11% Reduce -1.6% 39,649 $6.4M
Ancora Advisors LLC 0.16% Reduce -0.3% 39,454 $6.3M
Agf Management Ltd. 0.04% Reduce -20.6% 39,372 $6.3M
Cardiff Park Advisors, LLC 0.61% Reduce -1.2% 39,351 $6.3M
Csenge Advisory Group 0.36% Add +3.9% 39,319 $6.3M
Mustard Seed Financial, LLC 5.95% Add +1.0% 38,777 $6.2M
GoalFusion Wealth Management, LLC 3.86% Add +2.3% 38,701 $6.2M
Flagstar Securities, Inc. 1.70% Reduce -5.3% 38,453 $6.2M
Simmons Bank 0.47% Reduce -3.6% 38,656 $6.2M
Frontier Asset Management, LLC 2.23% Reduce -20.1% 38,412 $6.2M
Martel Wealth Advisors LLC 1.31% Add +0.8% 38,134 $6.1M
Financial Life Advisors 2.48% Reduce -6.4% 38,027 $6.1M
Gotham Asset Management 0.08% Reduce -13.2% 37,876 $6.1M
Wolf Group Capital Advisors 2.38% Add +37.5% 37,616 $6.0M
Prism Advisors, Inc. 1.83% Reduce -1.4% 37,605 $6.0M
Richardson Financial Services Inc. 4.33% Add +0.1% 37,475 $6.0M
Sharper & Granite LLC 2.87% Reduce -1.0% 37,447 $6.0M
Sax Wealth Advisors, LLC 0.57% Reduce -1.2% 37,439 $6.0M
Koss-Olinger Consulting, LLC 0.55% New 37,363 $6.0M
Register Financial Advisors LLC 3.03% Add +8.1% 37,333 $6.0M
Connecticut Wealth Management, LLC 0.31% Add +0.8% 37,285 $6.0M
Werba Rubin Papier Wealth Management 1.64% Add +109.5% 37,140 $6.0M
Phillips Financial Management, LLC 0.49% Reduce -0.7% 37,028 $5.9M
Watershed Private Wealth LLC 2.52% Add +4.4% 36,946 $5.9M
First National Bank Sioux Falls 3.07% Add +26.4% 36,830 $5.9M
Grey Ledge Advisors, LLC 1.61% Add +1.3% 36,771 $5.9M
Caprock Group, LLC 0.24% Add +18.8% 36,509 $5.9M
Washington Trust Advisors, Inc. 0.54% Add +0.3% 36,712 $5.9M
Kingsview Wealth Management, LLC 0.14% Add +14.1% 36,669 $5.9M
Beaumont Financial Advisors, LLC 0.47% Reduce -4.8% 36,651 $5.9M
Vantagepoint Investment Advisers LLC 0.80% No change 36,300 $5.8M
McLean Asset Management Corp 1.88% Reduce -0.2% 35,795 $5.8M
Stratos Wealth Advisors, LLC 0.29% Add +32.1% 36,112 $5.8M
Cerro Pacific Wealth Advisors LLC 2.21% — 35,983 $5.8M
Family CFO Inc 3.55% Reduce -3.5% 35,947 $5.8M
Savvy Advisors, Inc. 1.86% Add +187.1% 35,585 $5.7M
Oak Hill Wealth Advisors, LLC 1.72% — 35,444 $5.7M
Atlas Capital Advisors Inc. 0.74% Reduce -6.3% 35,321 $5.7M
IHT Wealth Management, LLC 0.21% Add +10.7% 35,308 $5.7M
Flagship Harbor Advisors, LLC 0.34% Add +1.6% 34,867 $5.6M
Integrated Investment Consultants, LLC 1.53% No change 34,172 $5.6M
Semmax Financial Advisors Inc. 1.67% Add +5.5% 33,868 $5.6M
Perennial Investment Advisors, LLC 0.79% Add +7.6% 34,500 $5.5M
Legacy PCG, LLC 3.45% Reduce -2.8% 34,275 $5.5M
Windward Private Wealth Management Inc. 2.23% Reduce -3.0% 34,264 $5.5M
Dravo Bay LLC 3.05% Add +2.7% 34,258 $5.5M
Centaurus Financial, Inc. 0.37% Reduce -4.4% 34,218 $5.5M
Osborne Partners Capital Management, LLC 0.33% Add +0.8% 34,182 $5.5M
Blue Trust, Inc. 0.07% Add +132.5% 33,236 $5.4M
Yarger Wealth Strategies, LLC 3.24% No change 33,557 $5.4M
Abacus Planning Group, Inc. 1.04% Reduce -3.3% 33,516 $5.4M
Aveo Capital Partners, LLC 0.61% Reduce -0.2% 33,432 $5.4M
SageView Advisory Group, LLC 0.33% Add +556.3% 33,426 $5.4M
Florida Financial Advisors, LLC 3.21% Add +12.6% 33,347 $5.3M
LongView Wealth Management 1.97% Add +8.5% 33,311 $5.3M
Financial Counselors Inc. 0.09% Add +15.5% 33,129 $5.3M
Verdence Capital Advisors LLC 0.47% Reduce -1.8% 33,070 $5.3M
Nikulski Financial, Inc. 1.68% Reduce -5.8% 33,001 $5.3M
Baker Boyer National Bank 1.84% Add +2.9% 32,789 $5.3M
Beacon Financial Group 0.60% Add +41.0% 32,595 $5.2M
Texas Yale Capital Corp. 0.25% Add +0.4% 32,507 $5.2M
Strategic Family Wealth Counselors, L.L.C. 1.98% Add +5.7% 32,460 $5.2M
Red Tortoise LLC 2.81% Reduce -5.3% 32,170 $5.2M
NorthCoast Asset Management LLC 0.04% Add +146.8% 32,040 $5.2M
AlTi Global, Inc. 0.14% Reduce -0.8% 31,945 $5.2M
Tsfg, LLC 1.20% Reduce -1.8% 32,093 $5.1M
Advisors Preferred, LLC 0.89% Add +27.3% 32,200 $5.1M
Marietta Wealth Management, LLC 0.80% Reduce -1.7% 31,854 $5.1M
Girard Partners LTD. 0.48% Add +0.8% 31,825 $5.1M
Vivid Wealth Management, LLC 2.84% Add +30.6% 31,635 $5.1M
Edge Capital Group, LLC 0.25% Add +0.4% 31,604 $5.1M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -8.6% 31,289 $5.0M
O'shaughnessy Asset Management, LLC 0.05% Add +17.9% 31,280 $5.0M
Bath Savings Trust Co 0.53% Add +0.8% 31,250 $5.0M
Kelleher Financial Advisors 2.05% Add +0.2% 31,185 $5.0M
Argent Trust Co 0.22% Reduce -1.0% 31,174 $5.0M
Fermata Advisors, LLC 1.15% New 31,108 $5.0M
Capital Advisors, Ltd. LLC 0.65% Add +0.4% 31,094 $5.0M
Insigneo Advisory Services, LLC 0.56% Add +0.0% 31,118 $5.0M
LPWM LLC 1.71% Add +0.3% 30,859 $5.0M
Stephen J. Garry & Associates, LLC 5.00% Reduce -8.5% 30,812 $4.9M
Accel Wealth Management 1.98% Add +0.1% 30,743 $4.9M
Good Life Advisors, LLC 0.40% Add +4.8% 30,583 $4.9M
Riversedge Advisors, LLC 1.19% Reduce -7.6% 30,514 $4.9M
Johnson Investment Counsel Inc. 0.05% Reduce -2.5% 30,008 $4.8M
Gunma Bank,Ltd. 4.01% Add +50.0% 30,000 $4.8M
Independent Advisor Alliance 0.16% Add +11.8% 29,950 $4.8M
Family Wealth Partners, LLC 2.49% Add +10.7% 29,858 $4.8M
Defined Wealth Management, LLC 3.31% Reduce -1.0% 29,681 $4.8M
ArchPoint Investors 1.79% No change 29,467 $4.8M
Syon Capital LLC 0.44% Add +1.7% 29,621 $4.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -1.1% 29,615 $4.8M
Chris Bulman Inc 3.23% — 29,415 $4.7M
Opus Capital Group, LLC 0.67% Reduce -2.9% 29,397 $4.7M
Alexander Labrunerie & Co., Inc. 2.57% Add +0.5% 29,363 $4.7M
Lansing Street Advisors 1.96% Add +13.7% 29,324 $4.7M
Diversified Trust Co. 0.13% Reduce -0.5% 29,310 $4.7M
Foundations Investment Advisors, LLC 0.11% Reduce -4.3% 29,294 $4.7M
Raymond James Trust N.A. 0.11% Add +5.0% 29,281 $4.7M
Montag A & Associates Inc. 0.24% Reduce -0.6% 29,057 $4.7M
Sterling Group Wealth Management, LLC 2.67% — 29,030 $4.7M
DT Investment Partners, LLC 0.41% Reduce -0.5% 28,968 $4.6M
IPG Investment Advisors LLC 1.01% Add +4.3% 28,548 $4.6M
Eagle Strategies LLC 0.88% Add +5.9% 28,657 $4.6M
N.E.W. Advisory Services LLC 0.50% Reduce -2.4% 28,637 $4.6M
Wescott Financial Advisory Group, LLC 0.53% Reduce -10.0% 28,582 $4.6M
ICA Group Wealth Management, LLC 2.73% Reduce -52.0% 28,380 $4.6M
Idaho Trust Co 2.32% New 28,348 $4.5M
Novak & Powell Financial Services, Inc. 2.81% Add +0.0% 28,210 $4.5M
Thrive Capital Management, LLC 2.06% New 28,122 $4.5M
Sound View Wealth Advisors Group, LLC 0.46% Reduce -2.2% 28,101 $4.5M
Catalyst Private Wealth, LLC 2.38% Add +7.3% 28,044 $4.5M
Dentgroup LLC 3.63% Reduce -7.5% 28,041 $4.5M
Intellectus Partners, LLC 1.23% Add +4.9% 27,719 $4.5M
First Manhattan Co. Llc. 0.01% Reduce -1.2% 27,712 $4.5M
Ballentine Partners, LLC 0.08% Add +2.9% 27,832 $4.5M
Destination Wealth Management 0.15% Add +10.9% 27,809 $4.5M
Prudential PLC 0.03% Add +504.7% 27,737 $4.4M
Lodestone Wealth Management LLC 2.34% Reduce -8.1% 27,717 $4.4M
Horizon Investments, LLC 0.12% Add +24.9% 27,445 $4.4M
MA Private Wealth 0.87% Reduce -1.5% 27,444 $4.4M
Cedrus LLC 2.20% Add +8.7% 27,437 $4.4M
Wedmont Private Capital 0.28% Reduce -2.5% 26,720 $4.4M
SigFig Wealth Management, LLC 0.16% Add +24.2% 27,165 $4.4M
Birchcreek Wealth Management, LLC 2.45% Reduce -10.7% 27,107 $4.3M
Dorsey & Whitney Trust CO LLC 0.30% Reduce -1.0% 27,101 $4.3M
Nomura Asset Management Co. Ltd. 0.01% Reduce -74.1% 27,100 $4.3M
Chesley Taft & Associates LLC 0.22% Add +10.2% 27,044 $4.3M
Long Island Wealth Management, Inc. 3.04% Add +0.9% 26,829 $4.3M
Laraway Financial Advisors Inc 3.67% Add +1.9% 26,815 $4.3M
Compass Ion Advisors, LLC 0.61% Add +0.6% 26,325 $4.3M
Focus Financial Network, Inc. 0.18% Add +13.0% 25,412 $4.3M
Ashton Thomas Private Wealth, LLC 0.23% Add +17.0% 26,471 $4.2M
Barrett & Company, Inc. 1.92% Reduce -0.0% 26,415 $4.2M
Clarity Capital Advisors, LLC 3.25% Add +1.2% 26,259 $4.2M
VitalStone Financial, LLC 3.05% Add +14.8% 26,190 $4.2M
St. Louis Trust Co 0.64% Add +1.2% 26,171 $4.2M
Susquehanna International Group, LLP 0.01% Add +37.9% 25,863 $4.1M
Bridgewealth Advisory Group, LLC 1.84% Add +4.2% 25,832 $4.1M
First Financial Bank - Trust Division 0.41% Reduce -0.3% 25,733 $4.1M
Strategic Investment Solutions, Inc. 1.33% — 24,559 $4.1M
Level Financial Advisors 1.79% Add +13.8% 25,713 $4.1M
Cascade Wealth Advisors, Inc 3.05% Reduce -11.7% 25,003 $4.1M
Conrad Siegel Investment Advisors, Inc. 1.19% Reduce -71.3% 25,580 $4.1M
Robertson Stephens Wealth Management, LLC 0.21% Add +3.5% 25,347 $4.1M
Mackenzie Financial Corp. 0.01% Add +24.8% 25,465 $4.1M
Rehmann Capital Advisory Group 0.29% Reduce -4.6% 25,334 $4.1M
Hexagon Capital Partners LLC 0.88% Reduce -2.7% 25,160 $4.0M
Well Done, LLC 0.83% Reduce -1.4% 25,001 $4.0M
One Capital Management, LLC 0.14% Add +14.6% 24,949 $4.0M
Prostatis Group LLC 1.40% Reduce -31.5% 24,818 $4.0M
Citadel Advisors 0.00% Add +200.6% 24,589 $3.9M
Ironsides Asset Advisors, LLC 1.31% Reduce -0.6% 24,527 $3.9M
Hillcrest Wealth Advisors - NY, LLC 2.11% No change 24,470 $3.9M
Empowered Funds, LLC 0.07% Reduce -74.7% 24,395 $3.9M
Glass Jacobson Investment Advisors llc 1.43% Reduce -1.4% 24,387 $3.9M
Lindbrook Capital, LLC 0.37% Reduce -1.6% 24,358 $3.9M
GFS Advisors, LLC 0.62% Reduce -69.4% 7,367 $3.9M
Great Lakes Advisors, LLC 0.03% Add +1.1% 24,054 $3.9M
Pioneer Wealth Management Group 2.04% Reduce -6.3% 23,951 $3.8M
Intelligence Driven Advisers, LLC 0.54% Reduce -1.3% 23,746 $3.8M
Auxano Advisors, LLC 1.05% No change 23,625 $3.8M
Sawgrass Asset Management LLC 0.41% No change 23,603 $3.8M
Kiley Juergens Wealth Management, LLC 1.05% Add +3.8% 23,498 $3.8M
Greystone Financial Group, LLC 0.73% Reduce -5.0% 23,410 $3.8M
JFS Wealth Advisors, LLC 0.30% Reduce -21.2% 23,336 $3.7M
Ieq Capital, LLC 0.05% Reduce -8.1% 23,333 $3.7M
Disciplined Investments, LLC 1.99% Reduce -1.5% 23,300 $3.7M
Security Financial Services, INC. 0.81% Add +2.0% 23,269 $3.7M
Culbertson A N & Co. Inc. 0.65% Add +3.1% 23,232 $3.7M
Quadcap Wealth Management, LLC 0.67% Add +701.6% 23,206 $3.7M
Prosperity Planning, Inc. 1.28% Reduce -3.5% 23,174 $3.7M
Krilogy Financial LLC 0.27% Reduce -0.3% 23,053 $3.7M
Clarius Group, LLC 0.26% Reduce -15.2% 23,040 $3.7M
Level Four Advisory Services, LLC 0.17% Reduce -2.9% 22,851 $3.7M
Bryn Mawr Trust Advisors, LLC 0.20% Add +5.8% 22,768 $3.7M
REDW Wealth LLC 0.95% Reduce -1.6% 22,585 $3.6M
United Bank 0.45% Reduce -0.8% 22,545 $3.6M
Abich Financial Wealth Management LLC 2.46% Reduce -53.9% 22,509 $3.6M
Moisand Fitzgerald Tamayo, LLC 0.54% Reduce -0.0% 22,471 $3.6M
Prospect Financial Services LLC 2.75% Reduce -0.3% 22,272 $3.6M
Newton One Investments LLC 1.53% Add +3.4% 22,103 $3.5M
National Philanthropic Trust 0.07% No change 22,100 $3.5M
NorthStar Asset Management LLC 2.46% Reduce -0.3% 22,087 $3.5M
Ami Investment Management Inc. 1.23% Reduce -3.4% 21,982 $3.5M
Independent Financial Group, LLC 0.14% Reduce -0.5% 21,946 $3.5M
Certus Wealth Management, LLC 2.66% Reduce -4.7% 21,811 $3.5M
Paces Ferry Wealth Advisors, LLC 2.10% No change 21,726 $3.5M
Lake Street Advisors Group, LLC 0.17% Reduce -12.7% 21,579 $3.5M
Wetzel Investment Advisors, Inc. 1.99% Add +0.2% 21,261 $3.5M
Councilor Wealth, LLC 1.79% Add +7.6% 21,569 $3.5M
TRUE Private Wealth Advisors 0.39% Add +6.4% 21,537 $3.5M
Triune Financial Partners, LLC 1.18% Add +0.5% 21,505 $3.4M
Prosperitas Financial LLC 2.10% Reduce -0.9% 21,500 $3.4M
Tacita Capital Inc 2.43% Add +0.1% 21,408 $3.4M
Magnus Financial Group LLC 0.39% Reduce -4.5% 21,406 $3.4M
Aua Capital Management, LLC 2.06% Reduce -9.3% 21,355 $3.4M
Debussy Capital Management LP 0.96% Reduce -2.0% 21,100 $3.4M
Compass Advisory Group LLC 1.50% Reduce -3.4% 20,956 $3.4M
United Bank 1.68% Add +0.2% 21,007 $3.4M
Salomon & Ludwin, LLC 0.38% Reduce -32.9% 21,004 $3.4M
Carret Asset Management, LLC 0.39% Reduce -0.1% 20,930 $3.4M
Theory Financial LLC 1.58% Reduce -19.9% 20,900 $3.4M
Hubbell Strickland Wealth Management, LLC 1.68% Add +0.0% 20,892 $3.4M
Continuum Advisory, LLC 0.48% Add +6.0% 20,627 $3.3M
Kennicott Capital Management LLC 1.37% Reduce -2.3% 20,572 $3.3M
Coastal Bridge Advisors, LLC 0.82% Add +0.6% 20,546 $3.3M
Motiv8 Investments LLC 2.45% Reduce -0.8% 20,509 $3.3M
World Investment Advisors 0.20% New 20,490 $3.3M
Avidian Wealth Enterprises, LLC 0.16% Add +3.4% 20,390 $3.3M
Tobias Financial Advisors, Inc. 0.70% Add +0.1% 20,328 $3.3M
Clear Creek Financial Management, LLC 0.39% Reduce -3.4% 20,446 $3.2M
Old North State Wealth Management, LLC 2.13% Add +0.1% 20,178 $3.2M
Main Street Financial Solutions, LLC 0.31% Reduce -4.8% 20,182 $3.2M
Nicolet Bankshares Inc. 0.68% Reduce -1.6% 20,173 $3.2M
NWF Advisory Services Inc. 0.51% Add +0.2% 20,007 $3.2M
Marotta Asset Management 0.66% Reduce -3.8% 20,007 $3.2M
Insight Advisors, LLC/ PA 0.58% Add +1.2% 19,695 $3.2M
Performance Wealth Partners, LLC 0.12% Reduce -87.8% 19,692 $3.2M
Milestone Investment Advisors LLC 0.84% Add +1.5% 19,639 $3.2M
Strategic Financial Partners, Ltd. 1.73% Reduce -0.8% 19,616 $3.1M
Segment Wealth Management, LLC 0.23% No change 19,590 $3.1M
Empower Advisory Group, LLC 0.01% Add +7.7% 19,566 $3.1M
Charter Oak Capital Management, LLC 0.33% Reduce -6.7% 19,423 $3.1M
Regal Investment Advisors LLC 0.21% Add +7.4% 19,417 $3.1M
Cornerstone Advisory, LLC 0.44% Reduce -1.3% 19,347 $3.1M
MCF Advisors LLC 0.23% Reduce -0.2% 19,169 $3.1M
Moneco Advisors, LLC 0.45% Add +9.2% 19,213 $3.1M
Northwest Wealth Management, LLC 0.79% Reduce -2.7% 19,138 $3.1M
Carnegie Investment Counsel 0.10% Add +1.1% 19,001 $3.0M
Aries Wealth Management 0.96% Add +18.7% 18,971 $3.0M
XML Financial, LLC 0.31% Add +8.9% 18,950 $3.0M
AdvisorNet Financial, Inc 0.28% Reduce -8.7% 18,923 $3.0M
Sage Mountain Advisors LLC 0.28% Reduce -1.9% 18,880 $3.0M
Trust Co of the South 0.71% No change 18,820 $3.0M
Pallas Capital Advisors LLC 0.14% Add +16.7% 18,076 $3.0M
Summit Trail Advisors, LLC 0.08% Reduce -25.9% 18,564 $3.0M
Advisory Alpha, LLC 0.12% Reduce -3.5% 18,642 $3.0M
Sheets Smith Wealth Management 0.36% Reduce -50.2% 18,637 $3.0M
Liberty Wealth Management LLC 0.55% Add +3.8% 18,635 $3.0M
FDx Advisors, Inc. 0.82% Reduce -1.4% 18,587 $3.0M
Acas, LLC 2.59% Reduce -5.7% 17,708 $3.0M
Kuhn & Co Investment Counsel 2.67% Add +0.5% 18,539 $3.0M
ERn Financial, LLC 0.49% Add +1.2% 18,491 $3.0M
Davidson Trust Co. 2.04% Reduce -16.8% 18,477 $3.0M
Marcum Wealth, LLC 0.30% Add +3.4% 18,437 $3.0M
Oak Harvest Investment Services 0.46% Add +14.7% 18,349 $2.9M
Evanson Asset Management, LLC 0.21% Add +0.0% 18,186 $2.9M
Wealth Advisory Solutions, LLC 0.79% Add +1.0% 18,117 $2.9M
Moser Wealth Advisors, LLC 1.58% Add +8.5% 18,108 $2.9M
Luminvest Wealth Management LLC 1.36% Add +468.7% 17,801 $2.9M
Stage Harbor Financial, LLC 2.80% Add +0.3% 18,094 $2.9M
Atlas Brown,Inc. 1.03% Reduce -7.2% 17,964 $2.9M
Outlook Wealth Advisors, LLC 0.90% Add +2.1% 66,984 $2.9M
Waddell & Associates, LLC 0.38% Add +1.1% 17,871 $2.9M
Old Mission Capital LLC 0.07% New 17,500 $2.8M
Global Trust Asset Management, LLC 1.13% Reduce -0.5% 17,481 $2.8M
SouthState Bank Corp 0.20% Add +376.3% 17,475 $2.8M
Principle Wealth Partners LLC 0.21% Add +2.7% 17,387 $2.8M
Aspen Grove Capital, LLC 0.66% No change 17,271 $2.8M
McAdam, LLC 0.17% Add +3.5% 17,326 $2.8M
Hurlow Wealth Management Group, Inc. 0.95% Add +6.8% 17,254 $2.8M
Chemistry Wealth Management LLC 0.71% Reduce -0.1% 17,163 $2.8M
City State Bank 1.12% Add +1.6% 17,103 $2.7M
Old National Bancorp 0.06% Reduce -3.4% 16,971 $2.7M
Painted Porch Advisors LLC 1.54% Add +52.9% 16,944 $2.7M
Private Wealth Group, LLC 1.42% Reduce -0.4% 16,908 $2.7M
Weitzel Financial Services, Inc. 1.35% Add +4.8% 16,903 $2.7M
Forza Wealth Management, LLC 1.39% Add +46.2% 16,825 $2.7M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.12% No change 16,802 $2.7M
Walter & Keenan Wealth Management LLC /in/ 0.86% Add +0.1% 16,795 $2.7M
Tocqueville Asset Management L.P. 0.04% Add +0.7% 16,764 $2.7M
Sanctuary Wealth Management, L.L.C. 2.03% Add +5.5% 16,750 $2.7M
Autumn Glory Partners, LLC 1.37% No change 16,736 $2.7M
Monument Group Wealth Advisors, LLC 1.81% Reduce -5.8% 16,732 $2.7M
Ted Buchan & Co 1.44% Reduce -30.2% 16,714 $2.7M
Peterson Wealth Services 0.94% Reduce -1.2% 16,699 $2.7M
Fonville Wealth Management LLC 1.06% Add +13.3% 16,556 $2.7M
MBB Public Markets I LLC 0.05% Reduce -50.0% 16,500 $2.6M
MV Capital Management, Inc. 0.30% Reduce -0.5% 16,452 $2.6M
Global Wealth Management Investment Advisory, Inc. 0.61% Reduce -6.2% 16,450 $2.6M
Regions Financial Corp. 0.02% Add +3.8% 16,342 $2.6M
Sageworth Trust Co of South Dakota 3.83% No change 16,307 $2.6M
Leo Wealth, LLC 0.27% Add +0.0% 16,260 $2.6M
Pacific Financial Group Inc. 1.84% Add +4.3% 16,223 $2.6M
Wells Trecaso Financial Group, LLC 0.89% Reduce -1.8% 16,114 $2.6M
BKM Wealth Management, LLC 1.24% Add +9.5% 16,096 $2.6M
Veridan Wealth LLC 1.04% — 14,605 $2.6M
NORTHSTAR ASSET MANAGEMENT Co 0.62% Reduce -0.1% 16,070 $2.6M
Western Wealth Management, LLC 0.19% Reduce -2.4% 16,040 $2.6M
Howard Wealth Management, LLC 2.01% Add +2.3% 15,879 $2.5M
King Wealth Management Group 0.42% Reduce -0.2% 15,866 $2.5M
LM Advisors LLC 0.51% Add +0.4% 17,173 $2.5M
Glenview Trust Co 0.05% Add +3.0% 15,801 $2.5M
MSH Capital Advisors LLC 0.84% Add +11.8% 15,706 $2.5M
Parsons Capital Management Inc. 0.17% Add +3.0% 15,648 $2.5M
Tritonpoint Wealth, LLC 0.24% Reduce -8.4% 15,519 $2.5M
Apexium Financial, LP 0.18% Reduce -0.6% 15,523 $2.5M
Synovus Financial Corp. 0.03% Reduce -3.2% 15,600 $2.5M
Welch & Forbes LLC 0.03% No change 15,569 $2.5M
Intrua Financial, LLC 0.40% Reduce -2.4% 15,514 $2.5M
Mayflower Financial Advisors, LLC 0.41% Reduce -1.6% 15,508 $2.5M
StoneX Group Inc. 0.20% Reduce -1.1% 15,391 $2.5M
Econ Financial Services Corp 1.54% Add +0.8% 15,459 $2.5M
LifeSteps Financial, Inc. 2.04% Reduce -0.5% 15,416 $2.5M
Gilliland Jeter Wealth Management LLC 0.83% No change 15,402 $2.5M
Wilson & Boucher Capital Management, LLC 1.89% No change 15,387 $2.5M
Quantinno Capital Management LP 0.04% Add +19.4% 15,354 $2.5M
Maia Wealth LLC 0.74% — 14,922 $2.5M
Hudock, Inc. 0.46% Add +0.8% 15,324 $2.5M
Evergreen Wealth Management, LLC 1.63% No change 15,296 $2.5M
Rockbridge Investment Management, LCC 0.35% Reduce -2.5% 15,277 $2.5M
Leavell Investment Management, Inc. 0.14% Add +50.0% 15,155 $2.4M
WESCAP Management Group, Inc. 0.69% Reduce -0.6% 15,236 $2.4M
Prudential Financial Inc. 0.00% Reduce -38.4% 15,235 $2.4M
TFB Advisors LLC 0.79% Reduce -2.2% 15,172 $2.4M
LifePlan Investment Advisors, Inc. 1.75% Add +29.3% 15,166 $2.4M
Thoroughbred Financial Services, LLC 0.16% Add +21.1% 15,124 $2.4M
Seeds Investor LLC 1.24% New 15,048 $2.4M
Acropolis Investment Management, LLC 0.15% Add +5.9% 14,996 $2.4M
GC Wealth Management RIA, LLC 0.47% Add +104.8% 14,964 $2.4M
Invst, LLC 0.26% Reduce -3.5% 14,943 $2.4M
Southland Equity Partners LLC 0.68% Reduce -17.0% 14,799 $2.4M
Tradition Wealth Management, LLC 0.23% Add +1.7% 14,786 $2.4M
RCS Financial Planning, LLC 1.40% Reduce -65.4% 14,674 $2.4M
Granite Harbor Advisors, Inc. 1.52% No change 14,628 $2.3M
Keebeck Wealth Management 0.34% Reduce -0.9% 14,517 $2.3M
Hart & Patterson Financial Group LLC 1.16% Reduce -12.6% 14,607 $2.3M
Ade, LLC 1.58% No change 14,602 $2.3M
Plancorp, LLC 0.10% Add +3.1% 14,567 $2.3M
Journey Advisory Group, LLC 0.28% Reduce -30.9% 14,534 $2.3M
Smith, Moore & Co. 0.24% Reduce -4.3% 14,488 $2.3M
Litman Gregory Wealth Management LLC 0.21% Add +27.3% 14,458 $2.3M
GPS Wealth Strategies Group, LLC 0.35% Add +33.0% 14,453 $2.3M
SeaCrest Wealth Management, LLC 0.26% Add +34.1% 14,446 $2.3M
WoodTrust Financial Corp 0.36% New 14,350 $2.3M
Colorado Capital Management, Inc. 1.28% Reduce -4.3% 14,346 $2.3M
West Bancorporation Inc. 1.70% Add +0.8% 14,332 $2.3M
Tidal Investments LLC 0.03% Add +229.7% 14,323 $2.3M
Paragon Private Wealth Management, LLC 1.29% Add +32.6% 14,234 $2.3M
Emfo, LLC 2.04% Reduce -2.5% 14,217 $2.3M
Hilltop National Bank 0.73% Reduce -0.1% 14,214 $2.3M
Shepherd Financial Partners LLC 0.29% Reduce -1.7% 14,186 $2.3M
Peapack Gladstone Financial Corp. 0.03% Add +14.1% 14,122 $2.3M
Blueprint Investment Partners LLC 0.49% Add +1.2% 14,075 $2.3M
Emergent Wealth Advisors, LLC 1.81% Add +296.0% 14,038 $2.3M
Smartleaf Asset Management LLC 0.37% Reduce -1.2% 13,993 $2.2M
Greenleaf Trust 0.02% Reduce -2.4% 13,878 $2.2M
Sonoma Private Wealth LLC 3.61% Reduce -2.9% 13,872 $2.2M
Truepoint, Inc. 0.06% Reduce -15.4% 13,840 $2.2M
SOA Wealth Advisors, LLC. 0.45% Reduce -0.2% 13,821 $2.2M
Cookson Peirce & Co. Inc. 0.11% Reduce -9.7% 13,808 $2.2M
Apeiron RIA LLC 0.68% Add +1.9% 13,806 $2.2M
Northeast Investment Management 0.10% Add +18.1% 13,687 $2.2M
Camelot Portfolios, LLC 1.24% Add +12.4% 13,652 $2.2M
Sagace Wealth Management LLC 2.15% — 13,197 $2.2M
Jacobi Capital Management LLC 0.19% Add +5.3% 13,573 $2.2M
Wells Financial Advisors INC 1.43% Reduce -5.5% 13,566 $2.2M
Lake Hills Wealth Management, LLC 1.54% Add +2.3% 13,355 $2.1M
Keel Point, LLC 0.19% Add +72.6% 13,009 $2.1M
Maripau Wealth Management LLC 1.46% Reduce -4.0% 13,223 $2.1M
Twin Focus Capital Partners, LLC 0.34% Reduce -0.7% 13,300 $2.1M
Ashton Thomas Securities, LLC 0.51% — 13,002 $2.1M
Asset Dedication, LLC 0.14% Add +7.2% 12,933 $2.1M
Private Trust Co. NA 0.22% Add +19.7% 12,932 $2.1M
Gateway Wealth Partners, LLC 0.63% Add +7.0% 12,906 $2.1M
Probity Advisors, Inc. 0.43% Add +0.4% 12,867 $2.1M
Beacon Financial Advisory LLC 0.77% Add +0.2% 12,857 $2.1M
Blue Barn Wealth, LLC 1.14% Reduce -2.9% 12,798 $2.1M
KMG Fiduciary Partners, LLC 0.20% No change 12,754 $2.0M
Crestwood Advisors Group, LLC 0.04% Reduce -2.8% 12,721 $2.0M
Narus Financial Partners, LLC 0.82% Add +1.5% 12,647 $2.0M
Verum Partners LLC 0.65% Reduce -0.7% 12,601 $2.0M
Money Concepts Capital Corp. 0.17% Add +19.3% 12,598 $2.0M
Pine Harbor Wealth Management, LLC 1.18% Add +0.4% 12,499 $2.0M
MilWealth Group LLC 0.63% Reduce -4.2% 12,438 $2.0M
Zions Bancorporation, N.A. 0.16% No change 12,402 $2.0M
Capstone Wealth Management Group, LLC 1.30% No change 12,379 $2.0M
Amplius Wealth Advisors, LLC 0.22% Reduce -17.7% 12,338 $2.0M
Evermay Wealth Management LLC 0.32% Add +1.1% 12,254 $2.0M
Wiser Advisor Group LLC 3.10% Reduce -1.8% 12,272 $2.0M
North Star Investment Management Corp. 0.14% Reduce -2.6% 12,226 $2.0M
Becker Capital Management Inc. 0.07% Reduce -0.3% 12,074 $1.9M
Sensible Financial Planning & Management, LLC. 0.42% Add +3.1% 12,110 $1.9M
Keybank National Association 0.01% Reduce -2.5% 12,106 $1.9M
Next Level Private LLC 0.89% No change 12,078 $1.9M
Pinnacle Financial Partners Inc 0.04% Reduce -2.2% 12,069 $1.9M
SIMA Wealth Partners, LLC 1.83% — 11,958 $1.9M
International Assets Investment Management, LLC 0.18% Add +10.9% 11,939 $1.9M
Choate Investment Advisors 0.05% No change 11,936 $1.9M
Covenant Asset Management, LLC 0.43% Reduce -4.5% 11,919 $1.9M
Mraz, Amerine & Associates, Inc. 0.39% Reduce -13.3% 11,892 $1.9M
PFG Investments, LLC 0.14% Reduce -80.4% 11,880 $1.9M
Noesis Capital Mangement Corp. 0.42% Reduce -4.4% 11,853 $1.9M
PGIM Custom Harvest LLC 0.04% Add +10.8% 11,806 $1.9M
Lion Street Advisors, LLC 0.70% Add +2.2% 11,792 $1.9M
Rollins Financial Advisors, LLC 0.32% Add +1.4% 11,756 $1.9M
Hanover Advisors Inc. 0.83% Reduce -19.8% 11,685 $1.9M
United Advisor Group, LLC 0.58% Add +5.3% 11,671 $1.9M
Larson Financial Group LLC 0.13% Add +16.2% 11,634 $1.9M
Webster Bank, N. A. 0.20% Add +0.8% 11,537 $1.9M
Alpha Cubed Investments, LLC 0.09% Reduce -5.3% 11,501 $1.8M
Stonehearth Capital Management, LLC 0.79% Reduce -0.8% 11,478 $1.8M
GHP Investment Advisors, Inc. 0.09% Add +4.0% 11,464 $1.8M
Alta Wealth Advisors LLC 0.92% Reduce -6.2% 11,452 $1.8M
North Star Asset Management Inc. 0.09% Reduce -1.8% 11,445 $1.8M
Axxcess Wealth Management, LLC 0.05% Add +33.7% 11,443 $1.8M
First Commonwealth Financial Corp 0.47% Reduce -25.2% 11,435 $1.8M
Accurate Wealth Management, LLC 0.44% Add +14.6% 11,120 $1.8M
O'Dell Group, LLC 0.44% No change 11,128 $1.8M
TAGStone Capital, Inc. 1.02% Add +4.1% 11,125 $1.8M
Beaird Harris Wealth Management, LLC 0.17% Reduce -1.6% 11,189 $1.8M
Bernardo Wealth Planning LLC 0.48% Add +3.2% 11,105 $1.8M
Planning Directions Inc. 1.21% Reduce -2.6% 11,091 $1.8M
Bridges Investment Management Inc. 0.03% New 11,067 $1.8M
Strid Group, LLC 0.29% New 11,053 $1.8M
Center for Financial Planning, Inc. 0.26% No change 11,018 $1.8M
Moors & Cabot, Inc. 0.09% Add +7.5% 11,010 $1.8M
Spreng Capital Management, Inc. 0.90% Add +28.6% 10,880 $1.7M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -28.3% 10,868 $1.7M
Anchor Investment Management, LLC 0.18% Reduce -9.6% 10,835 $1.7M
Sandy Spring Bank 0.08% Add +101.6% 10,803 $1.7M
Broadleaf Partners, LLC 0.42% Reduce -1.3% 10,725 $1.7M
New Wave Wealth Advisors LLC 0.92% — 10,693 $1.7M
Nixon Peabody Trust Co. 0.15% No change 10,685 $1.7M
Private Ocean, LLC 0.15% Reduce -0.1% 10,668 $1.7M
Edgestream Partners, L.P. 0.08% Add +316.2% 10,634 $1.7M
Maxwell Wealth Strategies Inc. 0.83% No change 10,588 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.41% Reduce -0.1% 10,574 $1.7M
RTD Financial Advisors, Inc. 0.23% Reduce -2.5% 10,565 $1.7M
AIMZ Investment Advisors, LLC 0.60% Add +3.1% 10,491 $1.7M
Aptus Capital Advisors, LLC 0.03% Add +4.5% 10,481 $1.7M
Valley Forge Investment Consultants Inc. Adv 0.64% Reduce -1.8% 10,476 $1.7M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -2.1% 10,437 $1.7M
Blodgett Wealth Advisors, LLC 1.41% Reduce -0.4% 10,352 $1.7M
Jackson Hole Capital Partners, LLC 0.36% No change 10,263 $1.6M
Sandy Cove Advisors, LLC 0.73% No change 10,213 $1.6M
Flputnam Investment Management Co. 0.03% Add +6.9% 10,165 $1.6M
Householder Group Estate & Retirement Specialist, LLC 0.46% Add +0.9% 10,154 $1.6M
Circle Wealth Management, LLC 0.04% Add +1.5% 10,147 $1.6M
Arbor Investment Advisors, LLC 0.24% Add +1.7% 10,143 $1.6M
GenWealth Group, Inc. 0.40% Add +14.7% 10,115 $1.6M
Fortitude Advisory Group L.L.C. 0.96% Add +1.0% 10,009 $1.6M
Keb Asset Management, LLC 0.54% No change 9,992 $1.6M
North Ridge Wealth Advisors, Inc. 1.22% Reduce -1.5% 9,971 $1.6M
PDS Planning, Inc 0.16% Reduce -0.6% 9,867 $1.6M
American Institute for Advanced Investment Management, LLP 1.21% Add +3.1% 9,856 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -0.2% 9,843 $1.6M
Patriot Investment Management Group, Inc. 0.12% Add +9.3% 9,839 $1.6M
Peterson Wealth Advisors, LLC 0.33% No change 9,822 $1.6M
Alliance Wealth Advisors, LLC 0.99% Add +1.4% 9,798 $1.6M
LifePro Asset Management 1.12% Reduce -36.7% 9,776 $1.6M
GAMMA Investing LLC 0.21% Add +81.1% 9,738 $1.6M
RDA Financial Network 0.51% Reduce -6.9% 9,719 $1.6M
Balentine LLC 0.07% Add +12.2% 9,668 $1.6M
Carmichael Hill & Associates, Inc. 0.62% Add +1.9% 9,552 $1.5M
Vantage Financial Partners, LLC 0.40% Reduce -26.3% 9,492 $1.5M
Smithfield Trust Co 0.08% Reduce -7.2% 9,537 $1.5M
Tudor Investment Corporation 0.02% Add +93.7% 9,476 $1.5M
Verus Capital Partners, LLC 0.16% Reduce -0.5% 9,448 $1.5M
Diversified, LLC 0.18% Add +22.6% 9,429 $1.5M
Gradient Capital Advisors, LLC 0.54% Add +37.2% 9,418 $1.5M
Geneos Wealth Management Inc. 0.07% Add +6.2% 9,410 $1.5M
BOS Asset Management, LLC 0.70% Reduce -1.6% 9,406 $1.5M
Archvest Wealth Advisors, Inc. 1.00% Add +89.8% 9,444 $1.5M
Key Financial Inc 0.36% Add +23.1% 9,396 $1.5M
Merriman Wealth Management, LLC 0.07% Add +13.3% 9,355 $1.5M
One Day In July LLC 0.19% Add +1.1% 9,307 $1.5M
My Legacy Advisors, LLC 0.48% Reduce -11.2% 9,296 $1.5M
Ehrlich Financial Group 1.17% Reduce -56.7% 9,271 $1.5M
Taylor Financial Group, Inc. 1.14% Add +18.4% 9,258 $1.5M
Joel Isaacson & Co., LLC 0.08% Add +24.1% 9,225 $1.5M
Cypress Point Wealth Management, LLC 0.70% No change 9,193 $1.5M
Fielder Capital Group LLC 0.57% New 9,189 $1.5M
Wimmer Associates 1, LLC 0.75% Add +3.5% 9,151 $1.5M
Soltis Investment Advisors LLC 0.15% Add +4.1% 9,127 $1.5M
Howland Capital Management LLC 0.07% Add +3.5% 9,047 $1.5M
Quadrant Capital Group LLC 0.11% No change 9,090 $1.5M
Index Fund Advisors, Inc. 0.08% Reduce -4.5% 9,079 $1.5M
GTS Securities LLC 0.03% Reduce -63.0% 9,077 $1.5M
Capital Investment Advisors, LLC 0.03% Reduce -4.7% 9,073 $1.5M
O'Connor Financial Group LLC 0.84% Reduce -10.4% 9,049 $1.5M
SpiderRock Advisors, LLC 0.04% Add +4.5% 9,044 $1.5M
Roffman Miller Associates Inc. 0.09% Add +0.2% 8,963 $1.4M
Seven Post Investment Office LP 0.27% No change 8,945 $1.4M
Deutsche Bank AG 0.00% Reduce -3.8% 8,938 $1.4M
Coppell Advisory Solutions LLC 0.23% — 8,882 $1.4M
Coho Partners, Ltd. 0.05% New 8,871 $1.4M
WNY Asset Management, LLC 0.19% Add +2.0% 8,869 $1.4M
Badgley Phelps Wealth Managers, LLC 0.04% Add +1.8% 8,811 $1.4M
Kelman-Lazarov, Inc. 0.26% Reduce -3.1% 8,769 $1.4M
Daymark Wealth Partners, LLC 0.06% Add +51.6% 8,751 $1.4M
Haverford Trust Co 0.01% Reduce -4.3% 8,738 $1.4M
First National Corp. /Ma/ 0.33% Reduce -52.6% 8,714 $1.4M
Essex Bank 0.38% Reduce -2.2% 8,704 $1.4M
HBK Sorce Advisory LLC 0.05% Add +31.0% 8,654 $1.4M
Arete Wealth Advisors, LLC 0.11% Reduce -66.2% 8,621 $1.4M
Embree Financial Group 0.27% Add +1.9% 8,604 $1.4M
Compound Planning, Inc. 0.10% Add +13.9% 8,585 $1.4M
Lane & Associates LLC 0.80% Add +3.3% 8,496 $1.4M
Marks Group Wealth Management, Inc 0.14% Reduce -8.5% 8,474 $1.4M
Prosperity Consulting Group, LLC 0.18% Add +2.8% 8,445 $1.4M
Two Sigma Securities, LLC 0.06% Add +307.1% 8,377 $1.3M
Evernest Financial Advisors, LLC 0.60% Reduce -19.1% 8,328 $1.3M
Stonegate Investment Group, LLC 0.04% Add +36.1% 8,289 $1.3M
FFT Wealth Management LLC 0.12% Reduce -64.1% 8,268 $1.3M
Verity Asset Management, Inc. 0.52% Add +81.3% 8,232 $1.3M
PAX Financial Group, LLC 0.26% Reduce -3.3% 8,204 $1.3M
Capital Advisors Wealth Management, LLC 0.26% Reduce -1.4% 8,186 $1.3M
Taylor Hoffman Wealth Management 0.53% Reduce -0.4% 8,216 $1.3M
CRA Financial Services, LLC 0.26% Add +1.5% 8,175 $1.3M
RS Crum Inc. 0.34% Reduce -0.6% 8,130 $1.3M
Forefront Analytics, LLC 0.62% Reduce -16.8% 8,114 $1.3M
Vident Advisory, LLC 0.04% No change 8,083 $1.3M
Jaffetilchin Investment Partners, LLC 0.11% Add +0.6% 8,056 $1.3M
Clarity Capital Partners LLC 0.79% Add +96.1% 8,045 $1.3M
Moloney Securities Asset Management, LLC 0.19% Add +11.2% 8,044 $1.3M
First Bancorp, Inc 0.95% No change 8,044 $1.3M
Platform Technology Partners 0.44% — 7,999 $1.3M
Team Hewins, LLC 0.53% No change 7,934 $1.3M
Winthrop Advisory Group LLC 0.17% Add +9.6% 7,965 $1.3M
FinTrust Capital Advisors, LLC 0.23% Add +1.1% 7,942 $1.3M
New England Private Wealth Advisors LLC 0.22% Add +1.2% 7,940 $1.3M
Hoxton Planning & Management, LLC 0.59% Reduce -1.9% 7,871 $1.3M
PBMares Wealth Management LLC 0.31% Reduce -21.4% 7,854 $1.3M
Florida Trust Wealth Management Co 0.04% Add +3.9% 7,813 $1.3M
Cibc World Market Inc. 0.00% Add +21.0% 7,801 $1.3M
Carlson Capital Management 0.06% Reduce -0.8% 7,759 $1.2M
Newman Dignan & Sheerar, Inc. 0.32% Reduce -6.2% 7,745 $1.2M
Wealth Alliance, LLC 0.16% Reduce -0.2% 7,744 $1.2M
Beacon Capital Management, LLC 0.23% Reduce -5.5% 7,732 $1.2M
TAP Consulting, LLC 0.26% Reduce -0.7% 7,720 $1.2M
Curran Financial Partners, LLC 0.41% Add +1.6% 7,715 $1.2M
Ritholtz Wealth Management 0.04% Reduce -4.4% 7,714 $1.2M
St Germain D J Co. Inc. 0.06% Add +1.8% 7,606 $1.2M
Investments & Financial Planning, LLC 0.82% Add +0.1% 7,569 $1.2M
Banco Santander, S.A. 0.01% Reduce -39.2% 7,517 $1.2M
Advocate Group LLC 0.24% No change 7,467 $1.2M
Galvin, Gaustad & Stein, LLC 0.11% Reduce -2.3% 7,448 $1.2M
Towneley Capital Management, Inc / DE 0.28% Reduce -91.8% 7,378 $1.2M
Carolinas Wealth Consulting LLC 0.22% Add +0.5% 7,219 $1.2M
Alamar Capital Management, LLC 0.71% — 7,213 $1.2M
Silver Oak Securities, Incorporated 0.17% Add +22.1% 7,258 $1.2M
Caitlin John, LLC 0.85% Add +10.8% 7,257 $1.2M
Round Rock Advisors LLC 0.28% Reduce -22.1% 7,256 $1.2M
Diversify Advisory Services, LLC 0.06% Reduce -17.9% 7,173 $1.2M
Roberts Glore & Co. Inc. 0.35% Reduce -3.2% 7,157 $1.1M
MidAtlantic Capital Management, Inc. 0.96% Reduce -49.8% 7,100 $1.1M
Bowman & Co S.C. 0.66% Reduce -3.7% 7,054 $1.1M
ORG Partners LLC 0.14% New 7,041 $1.1M
Columbus Macro, LLC 0.43% No change 7,000 $1.1M
Kraft, Davis & Associates, LLC 0.34% Reduce -1.8% 6,702 $1.1M
Root Financial Partners, LLC 0.26% Add +33.9% 6,973 $1.1M
Longview Financial Advisors, Inc. 0.85% Add +0.7% 6,967 $1.1M
Mission Creek Capital Partners, Inc. 0.28% Reduce -0.6% 6,939 $1.1M
Scotia Capital Inc. 0.01% Add +3.0% 6,926 $1.1M
Belpointe Asset Management LLC 0.08% Reduce -62.9% 6,915 $1.1M
Summit Financial Strategies, Inc. 0.14% Add +54.4% 6,907 $1.1M
Tennessee Valley Asset Management Partners 0.21% Add +219.7% 6,895 $1.1M
Founders Financial Alliance, LLC 0.33% No change 6,889 $1.1M
Burns J W & Co. Inc. 0.15% Add +1.4% 6,873 $1.1M
Cozad Asset Management Inc. 0.11% Reduce -0.6% 6,849 $1.1M
Wealthstream Advisors, Inc. 0.40% Reduce -4.8% 6,829 $1.1M
Meeder Advisory Services, Inc. 0.08% Add +17.7% 6,811 $1.1M
RiverFront Investment Group, LLC 0.03% Add +188.9% 6,803 $1.1M
Kelly Financial Services LLC 0.39% Reduce -0.2% 6,800 $1.1M
WP Advisors, LLC 0.35% Add +0.0% 6,766 $1.1M
Parkside Financial Bank & Trust 0.17% Reduce -0.9% 6,741 $1.1M
CIC Wealth, LLC 0.30% Reduce -2.5% 6,703 $1.1M
WMS Partners, LLC 0.07% Add +9.7% 6,693 $1.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -2.3% 6,689 $1.1M
Sapient Capital LLC 0.02% Reduce -3.9% 6,624 $1.1M
Castlekeep Investment Advisors LLC 0.82% No change 6,623 $1.1M
Financial Perspectives, Inc 0.39% Add +1.5% 6,578 $1.1M
Curi Capital, LLC 0.03% Reduce -8.2% 6,572 $1.1M
Global Financial Private Client, LLC 0.44% Add +0.3% 6,562 $1.1M
Vawter Financial, Ltd. 0.72% No change 6,527 $1.0M
Endowment Wealth Management, Inc. 0.76% Reduce -2.3% 6,522 $1.0M
Cypress Capital, LLC 0.29% Add +33.6% 6,517 $1.0M
TrueWealth Advisors, LLC 0.39% Add +4.4% 6,503 $1.0M
Diligent Investors, LLC 0.26% Reduce -1.4% 6,501 $1.0M
Berkeley Capital Partners, LLC 0.31% Add +13.8% 6,451 $1.0M
VeraBank, N.A. 0.32% Add +6.7% 6,396 $1.0M
Wealth Management Resources, Inc. 0.44% Add +3.9% 6,394 $1.0M
WASHINGTON TRUST Co 0.04% Reduce -8.7% 6,387 $1.0M
Keystone Wealth Services, LLC 0.32% Reduce -7.9% 6,373 $1.0M
Brave Asset Management Inc. 0.26% Add +2.2% 6,327 $1.0M
Ardent Capital Management, Inc. 0.50% Reduce -5.8% 6,315 $1.0M
Rede Wealth, LLC 0.93% Add +2.8% 6,310 $1.0M
Canvas Wealth Advisors, LLC 0.31% Add +3.5% 6,020 $1.0M
Wealth Management Partners, LLC 0.49% Reduce -0.1% 6,268 $1.0M
Country Club Bank 0.07% No change 6,282 $1.0M
Financial Gravity Asset Management, Inc. 0.25% Add +74.7% 6,257 $1.0M
Montecito Bank & Trust 0.20% No change 6,210 $996K
Battery Global Advisors, LLC 0.65% No change 6,113 $987K
Hutchens & Kramer Investment Management Group, LLC 0.54% Reduce -5.9% 6,145 $982K
Aspen Wealth Management LLC 0.34% New 6,109 $980K
Sugarloaf Wealth Management, LLC 0.17% Add +10.1% 6,096 $978K
Wrapmanager Inc. 0.27% Reduce -9.7% 6,074 $974K
JT Stratford LLC 0.18% Add +7.7% 6,052 $971K
Advance Capital Management, Inc. 0.05% Reduce -12.9% 6,033 $968K
Peak Financial Management, Inc. 0.30% Reduce -0.5% 6,020 $966K
Procyon Advisors, LLC 0.07% Add +12.4% 6,013 $965K
Clark Capital Management Group, Inc. 0.01% Add +16.3% 6,009 $964K
Evolution Wealth Advisors, LLC 0.19% Reduce -3.5% 5,995 $962K
Petix & Botte Co 0.27% Reduce -94.6% 5,990 $961K
Dana Investment Advisors, Inc. 0.03% Add +3.8% 5,976 $959K
Private Client Services, LLC 0.60% Add +0.1% 5,968 $957K
Abbot Financial Management, Inc. 0.51% Add +3.5% 5,966 $957K
Texas Capital Bank Wealth Management Services Inc 0.10% No change 5,965 $957K
Chatham Capital Group, Inc. 0.17% Add +3.5% 5,960 $956K
High Net Worth Advisory Group LLC 0.29% Add +6.0% 5,956 $956K
Selective Wealth Management, Inc. 0.42% Add +3.0% 5,949 $955K
Norden Group LLC 0.19% Reduce -0.3% 5,944 $953K
Essex LLC 0.21% New 5,939 $953K
Lanark Financial, Inc. 0.09% Reduce -7.6% 5,889 $944K
Retirement Income Solutions, Inc. 0.23% Reduce -13.3% 5,873 $942K
Patron Partners, LLC 0.55% Add +7.0% 5,872 $942K
Lam Group, Inc. 0.79% Reduce -0.1% 5,865 $941K
Cannon Financial Strategists, Inc. 0.18% Reduce -0.1% 5,850 $938K
Foster & Motley Inc. 0.06% Reduce -7.2% 5,850 $938K
Barry Investment Advisors, LLC 0.32% Reduce -2.9% 5,798 $936K
Elevatus Welath Management 0.35% New 5,824 $934K
Pinnacle Financial Group, LLC / IL 0.40% Add +11.4% 5,808 $932K
Absolute Capital Management, LLC 0.56% Add +32.5% 5,766 $931K
Unconventional Investor, LLC 0.66% No change 5,796 $930K
Rothschild Wealth LLC 0.30% Add +3.3% 5,791 $929K
MB Generational Wealth, LLC 0.72% Add +70.5% 5,781 $927K
Shufro Rose & Co. LLC 0.08% Reduce -15.3% 5,757 $924K
Pinnacle Bancorp, Inc. 0.27% Add +0.5% 5,757 $923K
Rain Capital Management, LLC 0.65% Add +52.2% 5,721 $922K
626 Financial, LLC 0.53% No change 5,713 $916K
Johnson Financial Group, Inc. 0.04% Add +0.1% 5,667 $915K
CGC Financial Services, LLC 0.40% No change 5,692 $913K
Redwood Financial Network Corp 0.77% Add +2.1% 5,690 $913K
Harmony Asset Management LLC 0.38% Reduce -0.6% 5,683 $912K
First National Trust Co 0.04% Reduce -1.6% 5,683 $912K
Keener Financial Planning LLC 0.59% Reduce -2.7% 5,675 $910K
Alesco Advisors, LLC, An ESL Co 0.03% Add +1.6% 5,670 $910K
Hilltop Holdings Inc. 0.11% Add +15.4% 5,651 $906K
Hartford Funds Management Co LLC 0.08% Add +25.4% 5,636 $904K
Institutional & Family Asset Management, LLC 0.14% Reduce -3.2% 5,635 $904K
SignalPoint Asset Management, LLC 0.24% Reduce -1.3% 5,635 $904K
Inspirion Wealth Advisors, LLC 0.14% No change 5,629 $903K
Walkner Condon Financial Advisors LLC 0.19% Add +5.1% 5,628 $903K
American Trust 0.07% Reduce -12.4% 5,611 $900K
Thompson Davis & Co., Inc. 0.78% Reduce -1.8% 5,604 $899K
Creekside Partners 0.49% — 5,572 $894K
Boston Partners 0.00% Add +11.4% 5,571 $894K
Alaska Wealth Advisors, LLC 0.14% Reduce -3.9% 5,567 $893K
Bison Wealth, LLC 0.14% No change 5,448 $887K
Olde Wealth Management, LLC 0.34% New 5,495 $887K
Gould Asset Management LLC 0.20% Reduce -2.4% 5,519 $885K
GM Advisory Group, LLC 0.06% No change 5,512 $884K
Fisher Asset Management 0.00% Reduce -7.0% 5,504 $883K
Forum Financial Management, LP 0.02% Add +6.1% 5,491 $881K
Zacks Investment Management 0.01% Reduce -25.3% 5,454 $875K
FSC Wealth Advisors, LLC 0.65% Add +29.8% 5,452 $875K
Atticus Wealth Management, LLC 0.28% Reduce -5.1% 5,421 $870K
TFC Financial Management, Inc. 0.15% Reduce -2.7% 5,393 $868K
Formidable Asset Management, LLC 0.14% New 5,401 $866K
James J. Burns & Company, LLC 0.17% New 5,385 $864K
Fiduciary Financial Group, LLC 0.21% — 5,164 $864K
Armbruster Capital Management, Inc. 0.18% Reduce -9.5% 5,364 $860K
Orcam Financial Group 0.92% Add +9.5% 5,337 $856K
Headinvest, LLC 0.17% Reduce -0.3% 5,336 $856K
Hill Investment Group Partners, LLC 0.12% Reduce -12.6% 5,177 $855K
Fifth Third Wealth Advisors LLC 0.06% Add +280.2% 5,326 $854K
Titleist Asset Management, LLC 0.13% Add +63.9% 5,324 $854K
Vise Technologies, Inc. 0.15% Reduce -5.6% 5,324 $854K
Annandale Capital, LLC 0.18% Add +130.6% 5,261 $844K
Bedel Financial Consulting, Inc. 0.12% Add +0.1% 5,249 $842K
Cobblestone Capital Advisors LLC 0.05% Reduce -5.2% 5,244 $841K
Monterey Private Wealth, Inc. 0.31% Reduce -1.4% 5,242 $841K
Capital Management Associates, Inc 0.51% No change 5,241 $841K
Brown Miller Wealth Management, LLC 0.35% No change 5,220 $837K
Stelac Advisory Services LLC 0.35% No change 5,200 $834K
Silver Oak Advisory Group, Inc. 0.46% Reduce -4.6% 5,203 $834K
C M Bidwell & Associates Ltd. 0.55% Reduce -1.4% 5,166 $829K
Talisman Wealth Advisors LLC 0.96% Add +1.8% 5,166 $829K
Continuum Wealth Advisors, LLC 0.43% Reduce -12.4% 5,152 $826K
Squire Investment Management Company, LLC 0.47% Reduce -0.2% 5,133 $823K
Fort Sheridan Advisors LLC 0.13% Add +3.9% 5,124 $822K
Howe & Rusling Inc. 0.07% Add +7.0% 5,119 $821K
Onyx Bridge Wealth Group LLC 0.13% Reduce -2.0% 5,105 $819K
EFG Asset Management (Americas) Corp. 0.16% Reduce -14.0% 5,095 $817K
CVA Family Office, LLC 0.15% Reduce -3.5% 5,095 $817K
FSA Advisors, Inc. 0.85% Add +1.9% 5,076 $815K
Trust Co. of Vermont 0.04% No change 5,079 $815K
Acorn Wealth Advisors, LLC 0.40% Add +16.4% 5,070 $813K
Security National Bank of So Dak 0.48% No change 5,039 $808K
Northstar Advisory Group, LLC 0.46% Add +3.0% 4,994 $806K
Kitching Partners, LLC 1.46% Add +21.1% 5,014 $804K
Heritage Investment Group, Inc. 0.11% No change 5,009 $803K
Ally Invest Advisors Inc. 0.08% Add +1.6% 4,958 $795K
Jackson, Grant Investment Advisers, Inc. 0.32% Add +0.2% 4,943 $793K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -7.2% 4,935 $792K
Linscomb Wealth, Inc. 0.04% No change 4,924 $790K
Barnes Pettey Financial Advisors, LLC 0.68% Add +8.8% 4,916 $789K
Checchi Capital Advisers, LLC 0.06% Reduce -30.5% 4,915 $788K
Pecaut & Co. 0.30% Reduce -4.3% 4,902 $786K
Raleigh Capital Management Inc. 0.33% Reduce -0.8% 4,900 $786K
Bristlecone Advisors, LLC 0.07% Reduce -26.2% 4,893 $785K
Kohmann Bosshard Financial Services, LLC 0.11% Add +1.3% 4,881 $783K
Boston Financial Mangement LLC 0.02% Add +10.9% 4,867 $781K
Cassaday & Co Wealth Management LLC 0.02% Add +71.7% 4,863 $780K
Weaver Consulting Group 0.27% No change 4,843 $777K
Dearborn Partners LLC 0.03% Add +1.4% 4,829 $775K
Corepath Wealth Partners LLC 0.81% Add +31.1% 4,797 $770K
apricus wealth, LLC 0.55% Reduce -3.0% 4,785 $768K
Callan Capital, LLC 0.06% No change 4,772 $765K
Gerber Kawasaki Wealth & Investment Management 0.04% Add +14.5% 4,741 $761K
Northwest Bancshares, Inc. 0.13% No change 4,737 $760K
Conservest Capital Advisors, Inc. 0.08% No change 4,652 $758K
TNF LLC 0.28% Add +0.5% 4,597 $755K
Naviter Wealth, LLC 0.11% Add +8.2% 4,666 $753K
Proficio Capital Partners LLC 0.08% No change 4,690 $752K
AMG National Trust Bank 0.02% Add +10.7% 4,687 $752K
Archer Investment Corp 0.22% Reduce -2.5% 4,684 $751K
Fiduciary Trust Co 0.01% No change 4,683 $751K
Rf&l Wealth Management, LLC 0.57% No change 4,682 $751K
Trail Ridge Investment Advisors, LLC 0.39% Reduce -0.3% 4,670 $749K
Allie Family Office LLC 0.45% No change 4,630 $746K
Beese Fulmer Investment Management, Inc. 0.07% Add +2.3% 4,647 $745K
Townsend Asset Management Corp. /NC/ 0.29% Reduce -0.8% 4,629 $743K
Icon Wealth Advisors, LLC 0.07% Reduce -0.3% 4,412 $741K
FineMark National Bank & Trust 0.03% Add +14.5% 4,611 $740K
Latitude Advisors, LLC 0.45% Add +3.9% 4,608 $739K
Rathbones Group PLC 0.00% New 4,595 $737K
Sutton Place Investors LLC 0.49% Reduce -44.7% 4,592 $737K
HBW Advisory Services LLC 0.12% Add +18.0% 4,591 $736K
American Money Management, LLC 0.16% No change 4,588 $736K
Everpar Advisors LLC 0.37% Add +63.4% 4,567 $733K
American National Bank & Trust 0.09% Reduce -0.1% 4,562 $732K
Bremer Bank National Association 0.14% No change 4,558 $731K
Allegheny Financial Group 0.21% Add +43.1% 4,551 $730K
FC Advisory LLC 0.27% Reduce -5.2% 4,550 $730K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.28% Add +44.5% 4,359 $728K
Salem Investment Counselors Inc. 0.02% Reduce -13.9% 4,498 $726K
Richard W. Paul & Associates, LLC 0.28% Add +5.9% 4,510 $723K
Halbert Hargrove Global Advisors, LLC 0.04% No change 4,498 $722K
TrinityPoint Wealth, LLC 0.11% Add +2.3% 4,486 $720K
Klingman & Associates, LLC 0.05% Add +6.6% 4,459 $715K
Stokes Family Office, LLC 0.08% No change 4,457 $715K
Capital Advisors Inc. 0.01% Reduce -0.1% 4,433 $711K
Curtis Advisory Group, LLC 0.25% No change 4,412 $708K
FAS Wealth Partners, Inc. 0.06% Add +6.7% 4,408 $707K
Kathleen S. Wright Associates Inc. 0.32% Add +5.0% 4,390 $704K
TCI Wealth Advisors, Inc. 0.07% No change 4,388 $704K
Laird Norton Wetherby Wealth Management, LLC 0.03% Reduce -45.8% 4,387 $704K
Allred Capital Management, LLC 0.27% Reduce -0.2% 4,383 $703K
Strategic Wealth Partners, Ltd. 0.07% Add +10.8% 4,377 $702K
Boston Mountain Money Management Inc. 0.46% No change 4,376 $702K
NCM Capital Management, LLC 0.37% Add +0.2% 4,373 $701K
Guardian Asset Advisors, LLC 0.51% Add +0.9% 4,337 $696K
Rather & Kittrell, Inc. 0.19% Reduce -1.0% 4,323 $693K
Silver Coast Investments LLC 0.28% Reduce -0.1% 4,312 $692K
Arrowroot Family Office, LLC 0.44% Add +0.8% 4,308 $691K
Fairman Group, LLC 0.70% Add +0.8% 4,278 $691K
Horizon Investment Services, LLC 0.32% Reduce -0.7% 4,293 $689K
Ironwood Financial, llc 0.15% Reduce -13.0% 4,293 $689K
Ashford Advisors, LLC 0.17% Reduce -13.3% 4,293 $689K
Cohen Investment Advisors LLC 0.55% Reduce -1.5% 4,976 $686K
Summit Wealth Partners, LLC 0.14% Reduce -2.7% 4,277 $686K
BlueSky Wealth Advisors, LLC 0.11% New 4,248 $681K
McNamara Financial Services, Inc. 0.14% Add +0.3% 4,239 $680K
Planning Center, Inc. 0.09% New 4,235 $679K
Waterfront Wealth Inc. 0.18% Reduce -28.4% 4,230 $678K
Azimuth Capital Investment Management LLC 0.03% Add +224.8% 4,223 $677K
LaFleur & Godfrey LLC 0.10% Add +47.6% 4,216 $676K
Twin City Private Wealth, LLC 0.64% Reduce -2.8% 4,188 $676K
Calamos Wealth Management LLC 0.04% Add +26.4% 4,196 $673K
Old Second National Bank of Aurora 0.17% Add +334.2% 4,194 $673K
Certuity, LLC 0.05% Add +19.2% 4,182 $671K
Kavar Capital Partners Group, LLC 0.12% Add +19.9% 4,180 $671K
First Community Trust NA 0.57% No change 4,178 $670K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $664K
RPG Investment Advisory, LLC 0.10% Reduce -3.3% 4,122 $661K
Meridian Management Co. 0.18% Reduce -1.5% 4,120 $661K
Essex Private Wealth Management, LLC 1.67% No change 4,093 $657K
SVB Wealth LLC 0.02% Reduce -38.0% 4,064 $652K
Obermeyer Wealth Partners 0.04% No change 4,060 $651K
Caldwell Sutter Capital, Inc. 0.32% Add +2.0% 4,049 $649K
Ascentis Independent Advisors 0.13% — 4,024 $645K
Total Clarity Wealth Management, Inc. 0.22% Reduce -24.3% 4,017 $644K
Bouchey Financial Group, Ltd. 0.06% Add +1.8% 4,011 $644K
Atlantic Union Bankshares Corp 0.04% Add +20.8% 4,007 $643K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -18.0% 3,832 $641K
One Wealth Advisors, LLC 0.14% No change 3,920 $640K
Tiller Private Wealth, Inc. 0.28% Reduce -58.6% 3,990 $640K
LMG Wealth Partners, LLC 0.16% Add +5.9% 3,980 $638K
Ausdal Financial Partners, Inc. 0.07% Add +20.1% 3,977 $638K
Apollon Financial, LLC 0.21% Reduce -2.3% 3,973 $637K
Modern Wealth Management, LLC 0.05% Reduce -6.5% 3,970 $637K
Lincoln Capital LLC 0.14% Add +3.9% 3,959 $635K
ARK & TLK Investments, LLC 0.24% Reduce -3.7% 3,958 $635K
White Wing Wealth Management 0.51% Reduce -82.9% 3,955 $634K
Triangle Securities Wealth Management 0.18% No change 3,947 $633K
Garland Capital Management Inc. 0.45% No change 3,934 $631K
Veltria Advisors Corp. 0.23% No change 3,932 $631K
1900 Wealth Management LLC 0.06% No change 3,919 $629K
Geometric Wealth Advisors 0.13% Add +136.1% 3,901 $626K
Westmount Partners, LLC 0.21% Reduce -0.7% 3,901 $623K
Colonial River Investments, LLC 0.33% Add +1.3% 3,855 $618K
Dark Forest Capital Management LP 0.11% Add +79.8% 3,836 $615K
Hall Capital Management Co. Inc. 0.29% Add +5.8% 3,835 $615K
Tanglewood Legacy Advisors, LLC 0.29% No change 3,801 $610K
Sachem Hill LLC 0.13% Add +17.6% 3,794 $609K
Colonial Trust Co / SC 0.11% Add +18.9% 3,793 $608K
Heritage Wealth Advisors 0.03% Reduce -93.3% 3,787 $607K
Cypress Wealth Services, LLC 0.13% Add +14.3% 3,758 $603K
Fairscale Capital, LLC 0.53% — 3,601 $602K
Confluence Wealth Services, Inc. 0.05% Add +4.3% 3,751 $602K
Proffitt & Goodson Inc. 0.11% Add +77.0% 3,747 $601K
Hancock Whitney Corp. 0.02% Reduce -37.7% 3,726 $598K
Wesbanco Bank Inc. 0.02% Add +6.6% 3,717 $596K
AFS Financial Group, LLC 7.96% Reduce -82.0% 3,705 $594K
Chapin Davis, Inc. 0.20% Reduce -9.4% 3,702 $594K
Brown, Lisle/Cummings, Inc. 0.19% Reduce -7.5% 3,697 $593K
Pekin Hardy Strauss, Inc. 0.08% Add +13.5% 3,691 $592K
Tarbox Family Office, Inc. 0.10% Reduce -1.7% 3,674 $589K
Institute for Wealth Management, LLC. 0.08% Reduce -6.7% 3,665 $588K
Highline Wealth Partners LLC 0.22% Add +97.6% 3,661 $587K
Brown Brothers Harriman & Co. 0.00% Add +0.5% 3,648 $585K
Eagle Global Advisors LLC 0.03% Add +2.8% 3,645 $585K
Fort Pitt Capital Group, LLC 0.02% Add +1.2% 3,641 $584K
Windsor Capital Management, LLC 0.18% Reduce -2.5% 3,640 $584K
Shira Ridge Wealth Management 0.32% Reduce -6.0% 3,631 $582K
Ullmann Wealth Partners Group, LLC 0.08% Add +8.6% 3,627 $582K
Virtue Capital Management, LLC 0.10% Reduce -0.7% 3,515 $582K
JFG Wealth Management, LLC 0.17% New 3,626 $582K
180 Wealth Advisors, LLC 0.09% Reduce -1.7% 3,553 $580K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -32.2% 3,615 $580K
Trivium Point Advisory, LLC 0.09% New 3,593 $576K
Glen Eagle Advisors, LLC 0.11% Reduce -2.0% 3,584 $575K
Lumbard & Kellner, LLC 0.27% No change 3,565 $572K
Life Planning Partners, Inc 0.52% Reduce -3.1% 3,563 $572K
Planned Solutions, Inc. 0.28% No change 3,563 $572K
Indiana Trust & Investment Management Co 0.21% Reduce -12.5% 3,546 $569K
Detalus Advisors, LLC 0.19% Reduce -0.4% 3,524 $565K
Rockwood Wealth Management, LLC 0.07% Add +0.2% 3,516 $564K
Carl P. Sherr & Co., LLC 0.31% No change 3,502 $562K
SJS Investment Consulting Inc. 0.11% No change 3,500 $561K
Means Investment Co., Inc. 0.07% Reduce -13.1% 3,483 $559K
Bank of New Hampshire 0.14% Reduce -9.2% 3,469 $556K
Kingswood Wealth Advisors, LLC 0.05% Reduce -0.6% 3,452 $554K
Gerber, LLC 0.43% Add +17.0% 3,438 $551K
Fortis Capital Advisors, LLC 0.20% Add +36.1% 3,436 $551K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.3% 3,436 $551K
DDD Partners, LLC 0.06% Reduce -4.8% 3,430 $550K
Hamilton Point Investment Advisors, LLC 0.11% No change 3,400 $549K
Stratos Investment Management, LLC 0.05% Add +11.7% 3,420 $549K
Busey Bank 0.02% Reduce -1.9% 3,417 $548K
Cornerstone Advisors Asset Management, LLC 0.15% No change 3,380 $542K
Allen Capital Group, LLC 0.08% Add +16.7% 3,366 $540K
Gilbert & Cook, Inc. 0.08% Reduce -15.1% 3,363 $540K
VPR Management LLC 0.20% No change 3,350 $537K
Fairhaven Wealth Management, LLC 0.18% No change 3,341 $536K
Private Management Group Inc. 0.02% No change 3,328 $534K
Sunbelt Securities, Inc. 0.05% Reduce -5.6% 3,306 $530K
World Equity Group, Inc. 0.16% Reduce -47.7% 3,295 $529K
S&co Inc. 0.04% New 3,297 $528K
Evercore Wealth Management, LLC 0.01% Add +3.8% 3,290 $528K
Red Door Wealth Management, LLC 0.09% Reduce -11.3% 3,261 $523K
Bogart Wealth, LLC 0.03% Add +2.3% 3,256 $522K
First National Advisers, LLC 0.10% Add +9.7% 3,256 $522K
Yoder Wealth Management, Inc. 0.33% No change 3,218 $516K
Syntegra Private Wealth Group, LLC 0.07% Reduce -3.4% 3,213 $515K
Towercrest Capital Management 0.08% Reduce -0.6% 3,208 $515K
Capital Group Private Client Services, Inc. 0.01% Reduce -3.6% 3,205 $514K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% No change 3,192 $512K
First International Bank & Trust 0.18% No change 3,190 $512K
Burney Co./ 0.02% Add +6.8% 3,187 $511K
Altiora Financial Group, LLC 0.12% Reduce -0.1% 3,170 $508K
Glassman Wealth Services 0.09% Add +2.0% 3,167 $508K
AQR Capital Management 0.00% Add +97.8% 3,167 $508K
GenTrust, LLC 0.03% New 3,147 $508K
Peoples Financial Services Corp. 0.23% No change 3,159 $507K
Legacy Private Trust Co. 0.04% Reduce -4.8% 3,149 $505K
Fort Point Capital Partners LLC 0.06% Reduce -14.1% 3,134 $503K
Wilmington Savings Fund Society, FSB 0.02% No change 3,128 $502K
Leading Edge Financial Planning LLC 0.20% Reduce -0.7% 3,126 $501K
Rothschild Capital Partners, LLC 0.14% Add +47.5% 3,123 $501K
Legacy Capital Wealth Partners, LLC 0.13% New 3,118 $500K
Gradient Investments LLC 0.01% Reduce -21.4% 3,115 $500K
Tenon Financial LLC 0.39% No change 3,113 $499K
Cladis Investment Advisory, LLC 0.36% Reduce -0.5% 3,113 $499K
Traphagen Investment Advisors LLC 0.05% No change 3,103 $498K
Freestone Capital Holdings, LLC 0.02% Reduce -5.4% 3,101 $497K
GSG Advisors LLC 0.18% Add +0.6% 3,112 $497K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -11.0% 3,094 $496K
Hoey Investments, Inc. 0.09% Add +25.1% 3,089 $496K
Highland Financial Advisors, LLC 0.18% Reduce -4.0% 3,086 $495K
Traynor Capital Management, Inc. 0.04% Add +0.7% 3,084 $495K
DGS Capital Management, LLC 0.14% Add +4.8% 3,071 $493K
Discipline Wealth Solutions, LLC 0.39% Add +12.6% 3,051 $489K
CM Wealth Advisors LLC 0.23% No change 3,023 $488K
Mason Investment Advisory Services, Inc. 0.03% Reduce -0.8% 3,037 $487K
Wealth Quarterback LLC 0.28% Reduce -3.8% 3,032 $486K
Holland Advisory Services, Inc. 0.60% No change 3,029 $486K
Weatherly Asset Management L. P. 0.04% No change 2,994 $483K
Cape Cod Five Cents Savings Bank 0.05% Add +8.9% 3,012 $483K
Baron Wealth Management LLC 0.25% Add +1.3% 3,005 $482K
Breakwater Investment Management 0.22% Add +0.7% 3,004 $482K
J. Safra Sarasin Holding AG 0.01% — 3,000 $481K
WFA Asset Management Corp 0.27% Add +128.4% 2,999 $481K
SilverOak Wealth Management LLC 0.12% Reduce -8.3% 2,994 $480K
4Thought Financial Group Inc. 0.30% Reduce -66.9% 2,988 $479K
Guardian Wealth Advisors, LLC / NC 0.06% Add +90.5% 2,979 $478K
German American Bancorp, Inc. 0.05% No change 2,979 $478K
Pacific Sage Partners, LLC 0.12% No change 2,959 $475K
Sentinel Pension Advisors, LLC 0.10% Add +2.4% 2,955 $474K
Millington Financial Advisors, LLC 0.33% No change 2,951 $473K
L. Roy Papp & Associates, LLP 0.06% Reduce -0.0% 2,946 $473K
Investmark Advisory Group LLC 0.25% Reduce -38.2% 2,938 $471K
Moseley Investment Management Inc. 0.22% Reduce -6.1% 2,935 $471K
Trilogy Capital Inc. 0.03% Reduce -35.9% 2,928 $470K
Meritage Portfolio Management 0.03% No change 2,923 $469K
Goldstein Advisors, LLC 0.08% No change 2,876 $461K
Crescent Grove Advisors, LLC 0.05% No change 2,839 $458K
Cambridge Advisors Inc. 0.11% No change 2,850 $457K
Meridian Wealth Advisors, LLC 0.08% No change 2,841 $456K
Patton Albertson Miller Group, LLC 0.06% No change 2,835 $455K
Stonebridge Financial Planning Group, LLC 0.23% Reduce -17.7% 2,830 $454K
Center For Asset Management LLC 0.30% Add +0.9% 2,829 $454K
Caldwell Trust Co 0.05% Reduce -1.1% 2,814 $451K
Ballast, Inc. 0.14% Reduce -5.3% 2,811 $451K
Legacy Financial Group LLC 0.09% Reduce -6.3% 2,806 $450K
tru Independence LLC 0.14% No change 2,802 $450K
Cultivar Capital, Inc. 0.37% No change 2,789 $447K
Mason & Associates, LLC 0.15% New 2,776 $445K
Fiduciary Group, LLC 0.05% No change 2,775 $445K
Aprio Wealth Management, LLC 0.08% Add +19.2% 2,770 $444K
Graypoint LLC 0.03% Reduce -0.6% 2,770 $444K
Midwest Financial Group LLC 0.28% Add +15.2% 2,748 $441K
ZynergyRetirementPlanningLLC 0.34% — 2,743 $440K
TruNorth Capital Management, LLC 0.14% No change 2,737 $439K
First Trust Direct Indexing L.P. 0.03% Add +15.2% 2,732 $438K
River Street Advisors LLC 0.27% Add +50.8% 2,726 $437K
ICONIQ Capital, LLC 0.01% New 2,724 $437K
Fulton Bank, N.A. 0.02% Add +5.0% 2,719 $436K
M3 Advisory Group, LLC 0.36% Add +93.9% 2,715 $436K
SC&H Financial Advisors, Inc. 0.11% Reduce -18.3% 2,711 $435K
Balanced Rock Investment Advisors LLC 0.37% Reduce -21.8% 2,711 $435K
LexAurum Advisors, LLC 0.11% Add +9.5% 2,709 $435K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 2,708 $434K
First Business Financial Services, Inc. 0.05% No change 2,689 $431K
Fusion Family Wealth, LLC 0.04% No change 2,670 $428K
Coordinated Financial Services, Inc. 0.37% Reduce -3.7% 2,662 $427K
Cullen/Frost Bankers, Inc. 0.01% Add +21.1% 2,660 $427K
Alliance Wealth Management Group 0.12% Reduce -0.8% 2,656 $426K
Ironwood Investment Counsel, LLC 0.08% Reduce -5.5% 2,654 $426K
Cannell & Spears LLC 0.01% No change 2,651 $425K
Continental Investors Services, Inc. 0.95% No change 2,647 $425K
Dover Advisors, LLC 0.26% New 2,627 $421K
Robinson Smith Wealth Advisors LLC 0.37% Reduce -3.6% 2,620 $420K
Hilltop Wealth Advisors, LLC 0.21% Reduce -3.9% 2,619 $420K
Barlow Wealth Partners, LLC 0.06% Add +90.3% 2,552 $419K
Rothschild Investment LLC 0.03% Add +9.5% 2,606 $418K
Thor Investment Management Inc. /Oh/ 0.33% Add +0.1% 2,603 $418K
Blue Chip Partners, LLC 0.04% No change 2,601 $417K
Ariadne Wealth Management, LP 0.33% — 2,583 $417K
Colton Groome Financial Advisors, LLC 0.16% Reduce -3.0% 2,584 $414K
Dopkins Wealth Management, LLC 0.25% No change 2,576 $413K
Total Investment Management Inc. 0.05% Reduce -31.0% 2,567 $412K
LRI Investments, LLC 0.05% No change 2,567 $412K
Summit Asset Management, LLC 0.05% Reduce -0.2% 2,563 $411K
Members Wealth LLC 0.28% — 2,302 $410K
Balefire, LLC 0.15% Add +33.4% 2,555 $410K
Alpine Global Management, LLC 0.08% New 2,541 $408K
Spinnaker Trust 0.03% No change 2,538 $407K
Marco Investment Management LLC 0.04% Reduce -19.1% 2,536 $407K
MKT Advisors LLC 0.20% No change 2,533 $407K
J. W. Coons Advisors, LLC 0.08% Reduce -8.8% 2,530 $406K
Thomasville National Bank 0.03% Reduce -1.6% 2,521 $404K
Patten Group, Inc. 0.10% Reduce -5.3% 2,517 $404K
Next Capital Management LLC 0.17% No change 2,511 $403K
Petra Financial Advisors Inc. 0.29% Reduce -24.1% 2,501 $401K
Hemenway Trust Co LLC 0.03% No change 2,500 $401K
Carson Advisory Inc. 0.28% Reduce -1.1% 2,493 $400K
Austin Wealth Management, LLC 0.09% Reduce -3.4% 2,441 $399K
Massachusetts Financial Services Co. 0.00% Add +36.7% 2,476 $397K
Sfmg, LLC 0.03% No change 2,475 $397K
Cidel Asset Management Inc. 0.03% No change 2,475 $397K
FWL Investment Management, LLC 0.20% Reduce -1.1% 2,472 $397K
O'ROURKE & COMPANY, Inc 0.22% Add +0.3% 2,460 $395K
WealthPLAN Partners, LLC 0.04% Add +1.9% 2,459 $394K
Harris Associates (Oakmark Funds) 0.00% New 2,458 $394K
Safeguard Investment Advisory Group, LLC 0.12% Add +9.3% 2,456 $394K
Kingfisher Capital LLC 0.09% No change 2,458 $394K
Prosperity Financial Group, Inc. 0.25% Reduce -28.6% 2,453 $393K
BetterWealth, LLC 0.13% No change 2,452 $393K
Bradley Foster & Sargent Inc. 0.01% Add +33.3% 2,452 $393K
NorthRock Partners, LLC 0.01% Add +0.8% 2,433 $393K
Libra Wealth LLC 0.17% Reduce -4.6% 2,447 $393K
Claro Advisors Inc. 0.06% Add +23.9% 2,434 $390K
Van Hulzen Asset Management, LLC 0.03% Add +35.7% 2,427 $389K
Milestone Asset Management, LLC 0.10% Add +17.0% 2,425 $389K
Concorde Asset Management, LLC 0.24% Add +29.5% 2,416 $388K
Mathes Company, Inc. 0.14% No change 2,413 $387K
NFSG Corp 0.14% Reduce -34.9% 2,410 $387K
Henrickson Nauta Wealth Advisors, Inc. 0.16% Add +82.3% 2,388 $385K
Capital Investment Counsel, LLC 0.08% Reduce -21.0% 2,403 $385K
Swmg, LLC 0.17% Reduce -2.3% 2,394 $384K
Elevation Point Wealth Partners, LLC 0.03% No change 2,392 $384K
Peddock Capital Advisors, LLC 0.10% No change 2,388 $383K
Toews Corp. 0.06% Reduce -7.6% 2,386 $383K
L.M. Kohn & Company 0.10% Add +17.6% 2,373 $381K
Carr Financial Group Corp 0.12% No change 2,372 $380K
Wealth Group Ltd 0.11% No change 2,367 $380K
Oakworth Capital, Inc. 0.03% Reduce -5.2% 2,359 $378K
Murphy Pohlad Asset Management LLC 0.16% No change 2,359 $378K
Allianz SE 0.01% No change 2,348 $377K
X-Square Capital, LLC 0.14% Add +4.5% 2,338 $375K
Seelaus Asset Management LLC 0.39% No change 2,322 $372K
Northwest Investment Counselors, LLC 0.09% Add +1.4% 2,320 $372K
Lauer Wealth, LLC 0.29% Reduce -0.1% 2,276 $372K
Balboa Wealth Partners 0.10% Reduce -3.4% 2,314 $371K
Summit Global Investments 0.03% Reduce -12.8% 2,314 $371K
Philip James Wealth Mangement, LLC 0.25% No change 2,311 $371K
Bryant Woods Investment Advisors, LLC 0.27% Add +5.9% 2,682 $370K
Private Wealth Management Group, LLC 0.16% Add +194.9% 2,297 $368K
9258 Wealth Management, LLC 0.06% Add +29.9% 2,284 $366K
Applied Capital LLC 0.21% No change 2,283 $366K
Christensen, King & Associates Investment Services, Inc. 0.18% Add +2.5% 2,281 $366K
Fiduciary Family Office, LLC 0.14% Reduce -17.9% 2,272 $364K
Community Financial Services Group, LLC 0.08% Reduce -1.9% 2,265 $363K
Madison Wealth Partners, Inc 0.12% Add +0.6% 2,251 $361K
Saxony Capital Management, LLC 0.40% Add +7.0% 2,249 $361K
Integral Investment Advisors, Inc. 0.13% Reduce -11.3% 2,255 $361K
Opal Wealth Advisors, LLC 0.12% Reduce -12.0% 2,246 $360K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -75.4% 2,225 $357K
Plante Moran Financial Advisors, LLC 0.04% Reduce -1.0% 2,223 $357K
Bartlett & Co. Wealth Management LLC 0.01% Add +26.4% 2,194 $354K
MPS Loria Financial Planners, LLC 0.11% No change 2,177 $350K
Trek Financial, LLC 0.03% Reduce -3.2% 2,175 $349K
Farmers National Bank 0.10% Reduce -0.4% 2,171 $348K
Almanack Investment Partners, LLC. 0.06% Reduce -9.9% 2,167 $348K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,166 $347K
Voya Financial Advisors, Inc. 0.04% Add +2.1% 2,172 $347K
Aristotle Capital Management, LLC 0.00% Add +49.3% 2,154 $346K
Heritage Oak Wealth Advisors LLC 0.18% — 2,149 $345K
Cadence Bank 0.03% Reduce -6.6% 2,143 $344K
ARS Wealth Advisors Group, LLC 0.04% Add +50.2% 2,137 $343K
Pictet North America Advisors SA 0.04% No change 2,133 $342K
Venturi Wealth Management, LLC 0.02% Reduce -0.1% 2,126 $341K
Waller Financial Planning Group, Inc. 0.09% Add +5.5% 2,121 $340K
JNBA Financial Advisors 0.04% Reduce -0.3% 2,113 $339K
One Wealth Map LLC 0.21% No change 2,041 $339K
Slagle Financial, LLC 0.17% Reduce -2.7% 2,109 $338K
Edge Financial Advisors LLC 0.35% Add +18.0% 2,108 $338K
Legacy Advisors, LLC 0.04% No change 2,087 $337K
Roof Eidam Maycock Peralta, LLC 0.09% Add +61.5% 2,100 $337K
Harrell Investment Partners, LLC 0.10% Reduce -6.3% 2,097 $336K
Austin Asset Management Co Inc 0.07% Add +7.4% 2,093 $336K
Wealth Group, Ltd. 0.24% Add +0.2% 2,081 $334K
S.A. Mason LLC 0.19% No change 2,078 $333K
Canandaigua National Bank & Trust Co. 0.04% New 2,072 $332K
Traction Financial Partners, LLC 0.24% No change 1,983 $332K
EnRich Financial Partners LLC 0.12% Add +0.4% 2,066 $331K
Greenfield Savings Bank 0.17% Reduce -12.5% 2,058 $330K
Sweet Financial Partners, LLC 0.07% Reduce -13.3% 2,034 $326K
Hazlett, Burt & Watson, Inc. 0.17% Reduce -3.0% 2,031 $325K
Wintrust Investments LLC 0.03% Add +15.4% 2,026 $325K
Independent Wealth Network Inc. 0.15% Reduce -6.3% 2,026 $325K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +30.1% 2,021 $324K
Strategic Wealth Investment Group, LLC 0.04% — 2,026 $324K
Princeton Global Asset Management LLC 0.07% New 2,008 $322K
Patten & Patten Inc. 0.02% No change 2,003 $321K
RVW Wealth, LLC 0.03% Reduce -5.6% 1,998 $320K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -0.3% 1,983 $320K
Versant Capital Management, Inc 0.08% Reduce -1.0% 1,994 $320K
Strata Wealth Advisors, LLC 0.11% Add +0.5% 1,984 $318K
One Wealth Management Investment & Advisory Services, LLC 0.13% Add +3.9% 1,979 $317K
Blue Bell Private Wealth Management, LLC 0.07% Add +12.9% 1,977 $317K
GeoWealth Management, LLC 0.01% Add +40.4% 1,972 $316K
HT Partners LLC 0.11% No change 1,968 $316K
1ST Source Bank 0.02% No change 1,965 $315K
Marion Wealth Management 0.09% Add +11.7% 1,962 $315K
Insight Inv LLC 0.27% No change 1,945 $314K
Apriem Advisors 0.04% Add +34.0% 1,953 $313K
Security National Bank of Sioux City Iowa 0.23% Reduce -0.4% 1,948 $312K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +0.3% 1,945 $312K
Landaas & Co. /Wi 0.10% Reduce -1.6% 1,948 $312K
Waterloo Capital, L.P. 0.04% Add +14.5% 1,942 $311K
Boyce & Associates Wealth Consulting, Inc. 0.36% Reduce -2.5% 1,936 $311K
Raffa Wealth Management, LLC 0.09% No change 1,934 $310K
Fidelity D & D Bancorp Inc. 0.23% Add +0.5% 1,932 $310K
Motive Wealth Advisors 0.19% Reduce -9.0% 1,923 $308K
Retirement Guys Formula LLC 0.15% Add +18.5% 1,920 $308K
Wick Capital Partners, LLC 0.11% New 1,920 $308K
TCV Trust & Wealth Management, Inc. 0.03% New 1,920 $308K
Stock Yards Bank & Trust Co. 0.01% Reduce -17.4% 1,913 $307K
Rowlandmiller & Partners.adv 0.07% No change 1,908 $306K
Cambiar Investors LLC 0.01% Add +22.5% 1,903 $305K
Laidlaw Wealth Management LLC 0.17% Reduce -0.1% 1,901 $305K
Van Cleef Asset Management,Inc 0.04% No change 1,900 $305K
ORBA Wealth Advisors, L.L.C. 0.16% No change 1,895 $304K
Sensible Money, LLC 0.15% New 1,893 $304K
Appleton Partners Inc. 0.02% Add +8.3% 1,890 $303K
National Wealth Management Group, LLC 0.23% Add +5.5% 1,887 $303K
Tillman Hartley LLC 0.10% Reduce -4.0% 1,874 $301K
Mosaic Financial Group, LLC 0.22% No change 1,871 $300K
Holderness Investments Co. 0.07% Add +2.6% 1,867 $299K
Catalina Capital Group, LLC 0.11% Add +39.3% 1,863 $299K
Five Oceans Advisors 0.16% Reduce -1.1% 1,860 $298K
Farmers & Merchants Investments Inc. 0.01% Reduce -10.6% 1,859 $298K
Altfest L J & Co. Inc. 0.04% Add +1.6% 1,859 $298K
Wharton Business Group, LLC 0.02% No change 1,858 $298K
Meridian Financial Advisors, LLC 0.22% No change 1,853 $297K
Heritage Trust Co 0.04% No change 1,848 $296K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $296K
Denver PWM, LLC 0.12% Reduce -52.8% 1,840 $295K
Samalin Investment Counsel, LLC 0.14% Reduce -0.2% 1,826 $293K
Maiden Cove Capital, LLC 0.63% — 1,802 $292K
Lazard Asset Management LLC 0.00% Reduce -13.6% 1,824 $292K
Headlands Technologies LLC 0.03% Reduce -25.4% 1,810 $290K
Sterling Investment Advisors, Ltd. 0.08% No change 1,809 $290K
Cascade Investment Group, Inc. 0.23% Add +0.7% 1,806 $290K
Enterprise Bank & Trust Co 0.10% Reduce -7.2% 1,805 $290K
Accretive Wealth Partners, LLC 0.12% Reduce -3.7% 1,803 $289K
Collaborative Wealth Managment Inc. 0.14% Reduce -30.1% 1,799 $289K
Buska Wealth Management, LLC 0.11% New 1,794 $288K
Bangor Savings Bank 0.03% Add +20.8% 1,786 $286K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -11.7% 1,768 $285K
Jackson Creek Investment Advisors LLC 0.10% Reduce -9.9% 1,774 $285K
Whittier Trust Co. of Nevada Inc. 0.01% No change 1,775 $285K
Benchmark Financial Wealth Advisors, LLC 0.11% No change 1,773 $284K
Cedar Point Capital Partners, LLC 0.21% Add +3.2% 1,772 $284K
Williamson Legacy Group, LLC 0.21% New 1,767 $283K
KWB Wealth 0.04% No change 1,737 $283K
New Perspectives, Inc 0.15% No change 1,761 $282K
Silverlake Wealth Management LLC 0.12% No change 1,760 $282K
Sterling Investment Counsel, LLC 0.11% No change 1,753 $281K
Cooper Financial Group 0.04% Reduce -2.0% 1,752 $281K
Beirne Wealth Consulting Services, LLC 0.11% No change 1,737 $280K
Fidelis Capital Partners, LLC 0.04% Reduce -3.3% 1,748 $280K
Baldwin Wealth Partners LLC 0.02% Reduce -10.9% 1,747 $280K
Family Firm, Inc. 0.06% New 1,743 $280K
Trifecta Capital Advisors, LLC 0.06% No change 1,740 $279K
Physician Wealth Advisors, Inc. 0.05% Add +0.4% 1,668 $279K
Hanson & Doremus Investment Management 0.05% No change 1,737 $279K
Harbor Group, Inc. 0.07% Add +1.1% 1,737 $279K
Semus Wealth Partners LLC 0.21% Reduce -5.1% 1,734 $278K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -4.8% 1,735 $277K
Hobart Private Capital, LLC 0.08% New 1,727 $277K
Seed Wealth Management, Inc. 0.24% No change 1,725 $277K
Encompass Wealth Advisors, LLC 0.07% Add +13.4% 1,723 $276K
Capital Investment Services of America, Inc. 0.03% Reduce -8.5% 1,715 $275K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -8.7% 1,712 $275K
Brooklyn FI, LLC 0.11% Add +2.0% 1,707 $274K
Emprise Bank 0.17% No change 1,705 $273K
Revisor Wealth Management LLC 0.19% Reduce -6.8% 1,698 $272K
Stonebrook Private Inc. 0.08% Add +17.9% 1,697 $272K
Satovsky Asset Management LLC 0.07% Add +11.4% 1,696 $272K
Portland Global Advisors LLC 0.04% Reduce -5.6% 1,696 $272K
SPC Financial, Inc. 0.03% Reduce -0.5% 1,696 $272K
Tradewinds, LLC. 0.08% New 1,683 $270K
DiNuzzo Private Wealth, Inc. 0.04% No change 1,682 $270K
HMS Capital Management, LLC 0.14% No change 1,680 $269K
Anderson Hoagland & Co. 0.03% Reduce -0.4% 1,674 $269K
TCP Asset Management, LLC 0.07% Reduce -11.5% 1,670 $268K
McRae Capital Management Inc. 0.06% Reduce -0.1% 1,666 $267K
Jentner Corp 0.09% Reduce -16.1% 1,663 $267K
Convergence Financial, LLC 0.07% New 1,660 $266K
Destiny Wealth Partners, LLC 0.05% Reduce -19.0% 1,655 $265K
Iron Horse Wealth Management, LLC 0.10% Reduce -4.1% 1,643 $264K
American Financial Advisors, LLC 0.04% Add +19.4% 1,641 $263K
Armstrong Advisory Group, Inc. 0.02% Reduce -37.9% 1,629 $261K
Sage Capital Advisors,llc 0.07% No change 1,623 $260K
Unionview, LLC 0.21% No change 1,621 $260K
Transform Wealth, LLC 0.02% Reduce -5.4% 1,610 $260K
Whitaker-Myers Wealth Managers, LTD. 0.10% Reduce -52.1% 1,619 $260K
Whittier Trust Co. 0.00% No change 1,618 $260K
Legacy Financial Strategies, LLC 0.06% Add +10.7% 1,616 $259K
FourThought Financial Partners, LLC 0.03% Add +12.9% 1,608 $258K
Walden Wealth Partners LLC 0.14% No change 1,605 $257K
S. R. Schill & Associates 0.11% No change 1,600 $257K
Harfst & Associates, Inc. 0.06% No change 1,600 $257K
Catalyst Financial Partners LLC 0.06% Reduce -11.3% 1,600 $257K
Romano Brothers and Company 0.04% No change 1,594 $256K
Pullen Investment Management, LLC 0.21% No change 1,583 $254K
Forum Private Client Group LLC 0.12% Add +20.2% 1,583 $254K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +10.7% 1,582 $254K
West Financial Advisors, LLC 0.05% Add +32.5% 1,580 $253K
Abound Wealth Management 0.09% Reduce -12.7% 1,572 $252K
Global Wealth Strategies & Associates 0.09% No change 1,570 $252K
Welch Group, LLC 0.01% No change 1,568 $252K
Ameritas Investment Partners, Inc. 0.01% Add +0.6% 1,563 $251K
Telos Capital Management, Inc. 0.03% Reduce -10.9% 1,560 $250K
Dimension Capital Management LLC 0.05% No change 1,553 $249K
TD Waterhouse Canada Inc. 0.00% Reduce -37.3% 1,553 $248K
Drake & Associates, LLC 0.09% New 1,542 $247K
Brass Tax Wealth Management, Inc. 0.05% New 1,542 $247K
Acorn Financial Advisory Services Inc. 0.05% Reduce -3.3% 1,533 $246K
OMNI 360 Wealth, Inc. 0.19% New 1,532 $246K
Stuart Chaussee & Associates, Inc. 0.07% No change 1,526 $245K
Kraft Asset Management, LLC 0.21% New 1,524 $244K
Natixis 0.00% Reduce -0.5% 1,522 $244K
Matrix Asset Advisors Inc. 0.03% Add +12.3% 1,520 $244K
Ceera Investments, LLC 0.10% No change 1,520 $244K
GEM Asset Management, LLC 0.15% No change 1,515 $243K
Perissos Private Wealth Management, LLC 0.22% New 1,515 $243K
Vestia Personal Wealth Advisors 0.26% — 1,515 $243K
Peoples Bank 0.13% Reduce -1.0% 1,511 $242K
KG Capital Management 0.08% Add +9.1% 1,510 $242K
Ignite Planners, LLC 0.06% Reduce -1.4% 1,508 $242K
Excalibur Management Corp. 0.10% Reduce -9.6% 1,507 $242K
Redmond Asset Management, LLC 0.08% New 1,507 $242K
Meridian Wealth Partners, LLC 0.04% Add +9.3% 1,507 $242K
Guidance Capital, Inc. 0.08% Reduce -81.4% 1,435 $241K
Financial Partners Group, LLC 0.09% No change 1,500 $241K
Harbour Capital Advisors, LLC 0.06% No change 1,504 $240K
Morton Capital Management LLC 0.06% Reduce -11.1% 1,491 $239K
GYL Financial Synergies, LLC 0.02% Reduce -1.5% 1,488 $239K
Advisor OS, LLC 0.03% Add +6.4% 1,488 $239K
Main Street Group, LTD 0.11% Reduce -11.6% 1,494 $239K
Tyche Wealth Partners LLC 0.06% No change 1,482 $238K
Heritage Wealth Management, Inc. 0.23% Reduce -23.3% 1,475 $237K
Silvercrest Asset Management Group LLC 0.00% No change 1,475 $237K
Advisory Services & Investments, LLC 0.16% No change 1,469 $236K
True North Advisors, LLC 0.06% No change 1,469 $236K
University of Texas/Texas Am Investment Management Co. 0.05% New 1,467 $235K
Red Lighthouse Investment Management, LLC 0.10% Reduce -3.7% 1,465 $235K
Aurora Private Wealth, Inc. 0.21% No change 1,464 $235K
Truvestments Capital LLC 0.09% Add +2.1% 1,465 $235K
WR Wealth Planners, LLC 0.07% Reduce -9.2% 1,458 $234K
Lantz Financial LLC 0.07% No change 1,448 $232K
Equita Financial Network, Inc. 0.10% New 1,446 $232K
Syverson Strege & Co 0.08% No change 1,443 $231K
Asset Allocation Strategies LLC 0.08% New 1,440 $231K
Novare Capital Management LLC 0.02% Reduce -8.0% 1,440 $231K
McGlone Suttner Wealth Management, Inc. 0.05% No change 1,542 $230K
Avid Wealth Partners LLC 0.18% New 1,436 $230K
First Nebraska Trust Co 0.02% No change 1,434 $230K
Stonebridge Capital Advisors LLC 0.02% Reduce -18.6% 1,427 $229K
Eagle Harbor Asset Management Inc. 0.24% Reduce -2.1% 1,426 $229K
TD Asset Management Inc 0.00% No change 1,426 $229K
BTG Pactual Asset Management US LLC 0.06% — 1,425 $229K
FSM Wealth Advisors, LLC 0.08% Reduce -15.9% 1,421 $228K
Aviance Capital Partners, LLC 0.03% Add +11.4% 1,421 $228K
Operose Advisors LLC 0.08% Add +1.4% 1,420 $228K
Fernwood Investment Management, LLC 0.07% No change 1,414 $227K
PCG Wealth Advisors, LLC 0.10% Reduce -5.7% 1,412 $226K
JDM Financial Group LLC 0.15% No change 1,410 $226K
Duncker Streett & Co. Inc. 0.04% No change 1,410 $226K
Mills Wealth Advisors LLC 0.16% Reduce -7.5% 1,410 $226K
JPL Wealth Management, LLC 0.11% Reduce -12.2% 1,407 $226K
Higgins & Schmidt Wealth Strategies LLC 0.16% No change 1,403 $225K
Valley Financial Group, Inc. 0.17% Reduce -4.8% 1,400 $225K
Gries Financial LLC 0.05% Reduce -0.4% 1,398 $224K
Pacifica Partners Inc. 0.10% Reduce -0.8% 1,393 $224K
Financial Insights, Inc. 0.06% No change 1,389 $223K
Wrenne Financial Planning LLC 0.15% New 1,388 $223K
Greenspring Advisors, LLC 0.05% No change 1,386 $222K
Activest Wealth Management 0.07% Reduce -51.7% 1,380 $221K
Realta Investment Advisors 0.04% No change 1,373 $220K
Berkeley, Inc 0.14% Reduce -7.0% 1,366 $219K
Prosperity Wealth Management, Inc. 0.11% New 1,364 $219K
Family Capital Management, Inc. 0.15% No change 1,350 $217K
Seneca Financial Advisors LLC 0.11% Reduce -4.0% 1,349 $216K
Baldwin Investment Management, LLC 0.03% No change 1,348 $216K
Kure Advisory, LLC 0.18% No change 1,339 $215K
Banque Cantonale Vaudoise 0.01% Reduce -2.4% 1,334 $214K
Solitude Financial Services 0.10% No change 1,330 $213K
Channel Wealth LLC 0.08% Reduce -1.0% 1,329 $213K
Wealthquest Corp 0.02% No change 1,325 $213K
Creekmur Asset Management LLC 0.05% Reduce -6.9% 1,325 $213K
Chartist Inc. 0.11% No change 1,323 $212K
Secure Asset Management, LLC 0.04% New 1,321 $212K
St. Clair Advisors, LLC 0.07% No change 1,316 $211K
Spotlight Asset Group, Inc. 0.15% No change 1,315 $211K
Buttonwood Financial Advisors Inc. 0.10% New 1,314 $211K
SMI Advisory Services, LLC 0.05% New 1,312 $211K
DB Fitzpatrick & Co, Inc 0.19% New 1,313 $211K
Nilsine Partners, LLC 0.03% No change 1,313 $211K
Peterson Financial Group, Inc. 1.28% No change 1,307 $210K
Financial Freedom, LLC 0.12% Reduce -1.0% 1,305 $209K
Cypress Financial Planning LLC 0.09% No change 1,300 $209K
Philadelphia Trust Co. 0.02% Reduce -58.0% 1,297 $208K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% New 1,296 $208K
GDS Wealth Management 0.02% Reduce -3.9% 1,296 $208K
Fortis Capital Management LLC 0.04% Add +4.1% 1,292 $207K
Lynx Investment Advisory 0.15% — 1,289 $207K
Eq LLC 0.12% Add +0.1% 1,288 $207K
Orion Capital Management LLC 0.11% No change 1,286 $206K
Atlanta Consulting Group Advisors, LLC 0.04% No change 1,286 $206K
Pettyjohn, Wood & White, Inc. 0.04% No change 1,284 $206K
jvl associates llc 0.08% No change 1,284 $206K
Stablepoint Partners, LLC 0.04% No change 1,233 $205K
Wealth Dimensions Group, Ltd. 0.06% New 1,281 $205K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,280 $205K
Smith Thornton Advisors LLC 0.15% — 1,276 $205K
WealthTrust Axiom LLC 0.07% No change 1,274 $204K
Quantitative Strategies, Inc. 0.12% Add +2.8% 1,273 $204K
Tranquility Partners, LLC 0.08% Reduce -6.6% 1,272 $204K
MJP Associates Inc. 0.04% New 1,269 $204K
Ledyard National Bank 0.02% No change 1,267 $203K
Occidental Asset Management, LLC 0.04% New 1,267 $203K
Austin Private Wealth, LLC 0.02% Reduce -0.2% 1,262 $202K
Manhattan West Asset Management, LLC 0.05% Reduce -84.3% 1,255 $201K
Veracity Capital LLC 0.08% New 1,254 $201K
Henshaw Capital LLC 0.01% No change 1,250 $201K
Hobbs Group Advisors, LLC 0.07% — 1,226 $197K
IAG Wealth Partners, LLC 0.04% No change 1,136 $182K
Aspire Wealth Management Corp 0.10% No change 1,111 $178K
Mfa Wealth Advisors, LLC 0.04% Reduce -13.4% 1,100 $176K
Great Lakes Retirement, Inc. 0.02% New 1,072 $173K
Westside Investment Management, Inc. 0.04% Reduce -9.6% 1,056 $170K
Clear Point Advisors Inc. 0.14% No change 1,055 $169K
Coston, McIsaac & Partners 0.05% Reduce -2.9% 1,054 $169K
Arlington Trust Co LLC 0.04% Add +2.9% 1,050 $168K
Biltmore Family Office, LLC 0.03% No change 1,040 $168K
Elevation Wealth Partners, LLC 0.08% New 1,040 $167K
Clean Yield Group 0.06% No change 1,015 $163K
Ballast Advisors LLC 0.05% No change 980 $157K
Powell Investment Advisors, LLC 0.08% New 973 $157K
Crewe Advisors LLC 0.02% No change 960 $154K
Northwest Bank & Trust Co 0.13% No change 939 $151K
Winch Advisory Services, LLC 0.04% No change 935 $150K
Bfsg, LLC 0.02% Reduce -18.2% 935 $150K
Tyler-Stone Wealth Management 0.06% Add +2.5% 924 $148K
City Holding Co. 0.02% No change 866 $139K
Integrity Financial Corp 0.09% No change 865 $139K
Perritt Capital Management Inc 0.07% No change 843 $135K
Tower Research Capital LLC (TRC) 0.00% Add +133.9% 835 $134K
Tucker Asset Management LLC 0.03% Reduce -4.0% 830 $133K
Sachetta, LLC 0.06% Add +25.2% 780 $130K
PFG Private Wealth Management, LLC 0.08% Reduce -0.3% 812 $130K
MassMutual Private Wealth & Trust, FSB 0.00% No change 808 $130K
Evensky & Katz LLC 0.01% Reduce -18.5% 807 $129K
Laurel Wealth Advisors LLC 0.02% Reduce -11.6% 803 $129K
MTM Investment Management, LLC 0.05% Reduce -51.6% 790 $127K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 764 $124K
Cedar Mountain Advisors, LLC 0.03% No change 764 $123K
First Command Advisory Services, Inc. 0.00% Reduce -23.3% 752 $121K
TCTC Holdings, LLC 0.00% Add +1.0% 736 $118K
Aberdeen Wealth Management LLC 0.08% No change 700 $112K
Capital Investment Counsel, Inc 0.02% No change 659 $106K
Mark Sheptoff Financial Planning, LLC 0.06% No change 656 $105K
Atlantic Edge Private Wealth Management, LLC 0.04% Add +97.3% 653 $105K
Provident Wealth Management, LLC 0.04% Add +0.9% 645 $103K
Adirondack Trust Co. 0.04% Add +44.6% 642 $103K
Kimelman & Baird, LLC 0.01% — 641 $103K
Riverview Trust Co 0.09% New 592 $95K
AlphaMark Advisors, LLC 0.03% Add +26.2% 587 $94K
Resources Management Corp. /CT/ 0.01% No change 566 $91K
Redwood Wealth Management Group, LLC 0.07% New 558 $90K
First Personal Financial Services 0.02% Add +352.9% 539 $86K
Grand Wealth Management, LLC 0.05% No change 533 $86K
Marquette Asset Management, LLC 0.01% No change 534 $86K
Northwest Capital Management Inc 0.03% Reduce -93.5% 526 $84K
Canton Hathaway, LLC 0.02% No change 515 $83K
LGT Financial Advisors LLC 0.17% No change 514 $82K
Park Place Capital Corp 0.03% No change 508 $81K
Country Trust Bank 0.00% No change 506 $81K
Vermillion & White Wealth Management Group, LLC 0.06% Add +3.9% 502 $81K
Clearstead Trust, LLC 0.02% No change 501 $80K
HM Payson & Co. 0.00% Add +2.0% 500 $80K
Benjamin Edwards Inc. 0.02% No change 500 $80K
Front Row Advisors LLC 0.03% No change 476 $77K
Addison Advisors LLC 0.02% Add +0.7% 459 $74K
Signature Resources Capital Management, LLC 0.06% Add +1042.5% 457 $73K
Motco 0.00% No change 450 $72K
Intelligent Financial Strategies 0.04% No change 445 $72K
Gen-Wealth Partners Inc 0.03% Add +0.9% 438 $70K
Elevate Wealth Advisory, Inc. 0.06% No change 427 $69K
Atlantic Private Wealth, LLC 0.06% No change 422 $68K
Sound Income Strategies, LLC 0.00% Reduce -31.1% 420 $67K
Pin Oak Investment Advisors Inc. 0.06% No change 415 $67K
Lowe Wealth Advisors, LLC 0.03% No change 412 $66K
Barclays PLC 0.00% No change 412 $66K
Tidemark, LLC 0.03% Reduce -8.3% 411 $66K
Strategic Financial Concepts, LLC 0.04% Add +26320.0% 2,684,011 $65K
Dagco, Inc. 0.03% No change 403 $65K
PSI Advisors, LLC 0.02% New 402 $64K
Custom Portfolio Group LLC 0.05% No change 1,538 $64K
Davis Capital Management 0.05% Reduce -6.2% 394 $63K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 390 $63K
Janiczek Wealth Management, LLC 0.01% Add +1.0% 389 $62K
True Wealth Design, LLC 0.02% No change 383 $61K
Sittner & Nelson, LLC 0.03% No change 363 $58K
Cordgrass Capital Advisors, LLC 0.02% No change 362 $58K
Y.D. More Investments Ltd 0.01% No change 359 $58K
Providence Capital Advisors, LLC 0.01% Add +320.2% 353 $57K
Security National Bank 0.01% Reduce -57.3% 350 $56K
Cordant, Inc. 0.03% Reduce -51.1% 346 $56K
Pacific Center for Financial Services 0.02% No change 343 $55K
Concord Wealth Partners 0.01% No change 330 $53K
New Republic Capital, LLC 0.03% Add +3.2% 326 $53K
Burkett Financial Services, LLC 0.03% Reduce -7.1% 327 $52K
Ruedi Wealth Management, Inc. 0.02% Reduce -2.4% 321 $51K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -24.3% 312 $50K
Arcadia Investment Advisors LLC 0.03% Reduce -24.1% 309 $50K
Centennial Bank 0.02% No change 302 $48K
BigSur Wealth Management LLC 0.01% No change 300 $48K
Founders Capital Management 0.03% No change 300 $48K
Castleview Partners, LLC 0.03% Add +1.0% 294 $47K
Nemes Rush Group LLC 0.01% Reduce -28.9% 278 $45K
CarsonAllaria Wealth Management, Ltd. 0.03% New 276 $44K
Morton Brown Family Wealth, LLC 0.02% No change 265 $44K
Kozak & Associates, Inc. 0.01% Add +0.4% 267 $43K
WealthCollab, LLC 0.03% No change 266 $43K
Avion Wealth 0.01% No change 268 $42K
Compass Wealth Management LLC 0.01% No change 260 $42K
Kiely Wealth Advisory Group, Inc. 0.02% New 253 $41K
RE Dickinson Investment Advisors, LLC 0.02% No change 255 $41K
Albion Financial Group 0.00% Add +119.1% 252 $40K
Eagle Bay Advisors LLC 0.02% Add +34.6% 249 $40K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 249 $40K
HHM Wealth Advisors, LLC 0.01% No change 248 $40K
Provenance Wealth Advisors, LLC 0.01% Reduce -31.9% 237 $38K
Tradewinds Capital Management, LLC 0.01% No change 232 $37K
Mitchell Sinkler & Starr 0.01% No change 223 $37K
Running Point Capital Advisors, LLC 0.02% Add +43.1% 229 $37K
Missouri Trust & Investment Co 0.01% No change 225 $36K
Bellevue Asset Management, LLC 0.02% No change 218 $35K
Spectrum Wealth Counsel, LLC 0.00% New 209 $34K
Wagner Wealth Management, LLC 0.01% No change 208 $33K
Aspect Partners, LLC 0.02% No change 207 $33K
Rice Partnership, LLC 0.01% No change 206 $33K
Toth Financial Advisory Corp. 0.00% New 200 $32K
Briaud Financial Planning Inc 0.02% New 202 $32K
EMC Capital Management 0.02% No change 200 $32K
WFA of San Diego, LLC 0.03% — 189 $30K
Citizens National Bank Trust Department 0.01% No change 187 $30K
West Paces Advisors Inc. 0.01% Reduce -45.5% 186 $30K
Legend Financial Advisors, Inc. 0.02% Add +5.1% 184 $30K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $28K
Byrne Asset Management LLC 0.02% No change 175 $28K
Optimum Investment Advisors 0.01% New 173 $28K
Innealta Capital, LLC 0.01% New 172 $28K
Piscataqua Savings Bank 0.02% No change 160 $26K
Your Advocates Ltd., LLP 0.01% No change 155 $25K
AllSquare Wealth Management LLC 0.01% No change 151 $24K
Hollencrest Capital Management 0.00% New 149 $24K
M&R Capital Management Inc. 0.01% No change 143 $23K
MeadowBrook Investment Advisors LLC 0.02% Add +111.1% 190 $23K
Central Bank & Trust Co. 0.00% New 140 $22K
Arvest Investments, Inc. 0.00% No change 135 $22K
First Pacific Financial 0.01% Reduce -38.3% 134 $21K
Paladin Advisory Group, LLC 0.01% No change 118 $19K
Cape Investment Advisory, Inc. 0.01% Reduce -10.7% 117 $19K
Family Asset Management, LLC 0.01% Add +103.5% 116 $19K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -19.4% 108 $17K
PFC Capital Group, Inc. 0.01% No change 112 $17K
Broadwater Capital Management LLC 0.01% No change 100 $16K
Sawyer & Company, Inc 0.01% No change 100 $16K
Centerpoint Advisors, LLC 0.01% No change 100 $16K
Field & Main Bank 0.01% No change 98 $16K
Creative Capital Management Investments LLC 0.01% New 97 $16K
Eukles Asset Management 0.01% No change 96 $15K
Triad Wealth Partners, LLC 0.01% New 85 $14K
Cornerstone Planning Group LLC 0.00% Reduce -10.5% 85 $13K
Quent Capital, LLC 0.00% No change 83 $13K
Element Wealth, LLC 0.01% No change 82 $13K
DHJJ Financial Advisors, Ltd. 0.01% No change 80 $13K
Wolff Wiese Magana LLC 0.01% No change 79 $13K
Chesapeake Asset Management LLC 0.01% Reduce -30.9% 76 $12K
Strengthening Families & Communities, LLC 0.00% New 74 $12K
Tompkins Financial Corp. 0.00% No change 71 $11K
SYM FINANCIAL Corp 0.00% Add +109.4% 67 $11K
SYSTM Wealth Solutions LLC 0.00% No change 66 $11K
Mb, Levis & Associates, LLC 0.01% No change 59 $9K
PFS Partners, LLC 0.01% No change 58 $9K
Van Den Berg Management I, Inc. 0.00% No change 54 $9K
Financial Network Wealth Advisors LLC 0.01% New 50 $8K
Tower View Wealth Management LLC 0.00% Reduce -44.4% 50 $8K
Pineridge Advisors LLC 0.00% Add +110.0% 42 $7K
Guardian Wealth Management, Inc. 0.01% No change 41 $7K
Timber Creek Capital Management LLC 0.00% New 40 $6K
Silicon Valley Capital Partners 0.00% No change 39 $6K
DecisionPoint Financial, LLC 0.00% Reduce -21.7% 36 $6K
Main Management LLC 0.00% Reduce -45.7% 38 $6K
Rosenberg Matthew Hamilton 0.00% Reduce -19.6% 37 $6K
First Financial Corp. 0.00% Reduce -29.4% 36 $6K
Anfield Capital Management, LLC 0.00% No change 30 $5K
Morris Financial Concepts, Inc. 0.00% No change 28 $4K
Transcendent Capital Group LLC 0.00% New 23 $4K
Fortis Group Advisors, LLC 0.00% No change 22 $4K
Valued Wealth Advisors LLC 0.00% New 21 $3K
Louisbourg Investments Inc. 0.00% New 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 20 $3K
RFP Financial Group LLC 0.00% No change 18 $3K
Rakuten Securities, Inc. 0.00% New 16 $3K
Clarity Asset Management, Inc. 0.00% No change 14 $2K
Turtle Creek Wealth Advisors, LLC 0.00% Reduce -50.0% 12 $2K
Legacy Bridge, LLC 0.00% Reduce -95.5% 11 $2K
McClarren Financial Advisors, Inc. 0.01% Reduce -45.0% 5,614 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Investors Research Corp 0.00% New 10 $2K
Macroview Investment Management LLC 0.00% Reduce -76.3% 9 $1K
Thompson Investment Management, Inc. 0.00% No change 7 $1K
Delos Wealth Advisors, LLC 0.00% No change 5 $803
Delta Asset Management LLC 0.00% No change 2 $321
Morling Financial Advisors, LLC 0.00% Reduce -96.5% 1 $147

"% of holder's portfolio" is VTV's weight in each manager's 13F, not the share of Vanguard Mrngstr Val ETF-Aui the manager owns.