Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q3 2024 (September 30)
2,144holders +78
128new positions
56sold out
8famous investors
$174.16avg. 13F price*

At the end of Q3 2024, 2,144 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 78 from Q2 2024. 128 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($20.7B), Jones Financial Companies LLLP ($9.1B) and Morgan Stanley ($5.1B). 8 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.1% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$575.9M
Exits56$93.1M

All 13F filers, Q2 2024 → Q3 2024: 18,842,636 shares bought and 11,788,390 shares sold, net +7,054,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,144 holders

Bank of America Corp. 1.81% Add +2.7% 118,305,223 $20.7B
Jones Financial Companies LLLP 9.31% Add +2.3% 52,185,773 $9.1B
Morgan Stanley 0.37% Reduce -0.4% 29,053,021 $5.1B
Envestnet Asset Management Inc. 1.12% Reduce -1.5% 19,794,710 $3.5B
UBS Group AG 0.64% Add +4.2% 12,996,101 $2.3B
Ameriprise Financial Inc. 0.43% Add +0.2% 9,550,455 $1.7B
LPL Financial LLC 0.73% Add +4.6% 9,388,550 $1.6B
Tiaa Trust, National Association 3.29% Add +5.7% 6,313,924 $1.1B
Wells Fargo & Company 0.27% Add +2.1% 6,276,262 $1.1B
Betterment LLC 2.41% Reduce -3.0% 5,789,247 $1.0B
Mill Creek Capital Advisors, LLC 22.80% Add +1.4% 5,422,168 $946.5M
Captrust Financial Advisors 2.76% Add +2.7% 5,331,460 $930.7M
Royal Bank of Canada 0.20% Reduce -1.3% 5,095,002 $889.4M
D.A. Davidson & Co. 7.27% Add +1.2% 5,042,809 $880.3M
Rwa Wealth Partners, LLC 10.58% Add +0.6% 4,855,869 $847.7M
FMR LLC 0.05% Reduce -1.6% 4,769,159 $832.6M
Raymond James Financial Services Advisors, Inc. 1.10% Add +12.5% 4,715,150 $823.1M
Bank of New York Mellon Corp 0.14% Reduce -2.2% 4,388,950 $766.2M
PNC Financial Services Group, Inc. 0.46% Add +0.8% 4,160,341 $726.3M
Mariner, LLC 1.25% Add +1.7% 4,048,234 $706.7M
Axiom Advisory, LLC 5.95% Add +11.8% 3,798,605 $636.2M
Commonwealth Equity Services, LLC 0.89% Add +3.2% 3,352,387 $585.2M
Sei Investments Co. 0.76% Add +2.4% 3,345,564 $584.0M
Goldman Sachs Group Inc. 0.11% Reduce -16.2% 3,337,584 $582.6M
JPMorgan Chase & Co. 0.05% Add +9.9% 3,289,545 $574.3M
Truist Financial Corp. 0.83% Reduce -2.3% 3,014,465 $526.2M
Northwestern Mutual Wealth Management Co. 0.47% Add +3.4% 3,011,985 $525.8M
Avantax Advisory Services, Inc. 3.33% Add +8.5% 2,910,271 $508.0M
EP Wealth Advisors, LLC 4.11% Add +5.8% 2,741,128 $478.5M
CHURCHILL MANAGEMENT Corp 5.04% Add +0.9% 2,515,081 $439.1M
HighTower Advisors, LLC 0.59% Add +2.9% 2,279,319 $397.8M
Raymond James & Associates 0.24% Reduce -11.3% 2,260,090 $394.5M
Cetera Investment Advisers 0.86% Add +0.1% 2,253,375 $393.4M
Mission Wealth Management, LP 9.49% Add +4.0% 2,198,818 $383.8M
Choreo, LLC 5.39% Add +4.0% 2,108,681 $367.2M
Members Trust Co 11.71% Reduce -9.1% 2,068,348 $361.1M
Provida Pension Fund Administrator 7.44% Reduce -3.7% 1,955,206 $341.5M
CBIZ Investment Advisory Services, LLC 17.17% Add +0.4% 1,893,834 $330.6M
Pacific Life Fund Advisors LLC 31.09% Reduce -3.7% 1,803,256 $314.8M
Osaic Holdings, Inc. 0.70% Reduce -1.7% 1,774,812 $309.9M
Charles Schwab Investment Management Inc. 0.06% Reduce -24.0% 1,745,439 $304.7M
Assetmark, Inc. 0.82% Reduce -2.4% 1,639,211 $286.2M
Richard Bernstein Advisors LLC 6.03% Reduce -3.3% 1,611,681 $281.4M
Facet Wealth, Inc. 7.95% Add +4.5% 1,622,705 $279.4M
Moneta Group Investment Advisors LLC 4.02% Add +5.2% 1,584,817 $276.7M
Modera Wealth Management, LLC 3.35% Add +5.9% 1,506,793 $263.0M
MML Investors Services, LLC 0.93% Add +4.8% 1,458,829 $254.7M
SCS Capital Management LLC 5.03% Reduce -1.6% 1,428,737 $249.4M
Stifel Financial Corp. 0.26% Add +4.9% 1,394,505 $243.4M
Baird Financial Group, Inc. 0.46% Add +1.2% 1,366,708 $238.6M
United Capital Financial Advisors, LLC 1.95% Add +2.2% 1,359,036 $237.2M
Partners Capital Investment Group, LLP 3.76% Reduce -11.1% 1,348,267 $235.4M
Foster Group, Inc. 8.04% Reduce -2.2% 1,233,778 $215.4M
Waldron Private Wealth LLC 8.87% Add +4.6% 1,222,778 $213.5M
Sanctuary Advisors, LLC 1.33% Add +0.4% 1,168,757 $210.5M
Mather Group, Llc. 2.67% Reduce -3.3% 1,191,019 $207.9M
Citigroup Inc. 0.19% Add +13.7% 1,182,814 $206.5M
Envestnet Portfolio Solutions, Inc. 0.66% Reduce -1.4% 1,163,397 $203.1M
Retirement Investment Advisors, Inc. 21.92% Add +4.9% 1,149,748 $200.7M
NorthCoast Asset Management LLC 1.37% Add +3438.5% 1,133,747 $194.9M
Equitable Holdings, Inc. 1.88% Reduce -1.2% 1,111,115 $194.0M
Garde Capital, Inc. 12.26% Add +0.2% 1,068,550 $186.5M
Wealth Enhancement Advisory Services, LLC 0.39% Add +6.2% 1,028,623 $179.6M
Cambridge Investment Research Advisors, Inc. 0.61% Add +2.1% 1,019,411 $178.0M
Private Advisor Group, LLC 1.09% Add +5.0% 1,003,570 $175.2M
CIBC Private Wealth Group LLC 0.31% Add +0.6% 1,000,849 $174.7M
US Bancorp \de 0.21% Add +0.7% 921,105 $160.8M
Kestra Advisory Services, LLC 0.87% Add +0.7% 901,424 $157.4M
Money Design Co.,Ltd. 7.81% Add +1.2% 899,141 $157.0M
Systematic Alpha Investments, LLC 5.71% No change 894,868 $156.2M
Beacon Pointe Advisors, LLC 1.73% Reduce -0.3% 857,840 $149.8M
NewEdge Advisors, LLC 0.97% Add +6.8% 855,112 $149.3M
Vista Capital Partners, Inc. 16.44% Reduce -2.5% 813,659 $142.0M
Brookstone Capital Management 2.05% Add +6.6% 797,534 $139.2M
Japan Science & Technology Agency 1.83% New 792,610 $138.4M
Saudi Central Bank 12.75% No change 756,686 $132.1M
Thrive Wealth Management, LLC 24.03% Add +3.1% 750,315 $131.0M
Prime Capital Investment Advisors, LLC 1.83% Reduce -1.0% 737,124 $128.7M
Stephens Group Asset Management, LLC 10.75% Add +3.1% 737,025 $128.7M
Permanens Capital L.P. 25.87% Reduce -67.7% 729,668 $127.4M
Blair William & Co. 0.35% Reduce -6.1% 686,826 $119.9M
Citizens Financial Group Inc. 2.40% Add +2.7% 683,280 $119.3M
Woodmont Investment Counsel LLC 8.86% Add +2.9% 674,330 $117.7M
BlackRock, Inc. 0.00% — 665,971 $116.3M
Nepc LLC 3.41% No change 647,673 $113.1M
Brandywine Oak Private Wealth LLC 10.84% Reduce -0.3% 640,929 $111.9M
Clearstead Advisors, LLC 1.73% Add +1.5% 637,908 $111.4M
Sequoia Financial Advisors, LLC 1.19% Reduce -1.2% 637,641 $111.3M
Brickley Wealth Management 22.52% Add +0.4% 632,085 $110.3M
Cable Hill Partners, LLC 10.81% Add +4.7% 629,729 $109.9M
Creative Planning 0.11% Add +0.3% 619,556 $108.2M
Safeguard Financial, LLC 25.30% Add +12.2% 615,092 $107.4M
Strategies Wealth Advisors, LLC 13.84% Add +5.8% 592,566 $103.4M
Cerity Partners LLC 0.23% Add +7.4% 583,683 $101.9M
Midland Wealth Advisors, LLC 5.97% Add +1.0% 583,507 $101.9M
Manufacturers Life Insurance Company, The 0.09% Reduce -5.3% 580,079 $101.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.08% No change 572,350 $99.9M
Bank of Hawaii 4.13% Add +0.3% 566,024 $98.8M
Atria Wealth Solutions, Inc. 1.05% Reduce -11.7% 554,445 $96.8M
Efficient Advisors, LLC 6.06% Reduce -4.1% 553,641 $96.6M
BOK Financial Private Wealth, Inc. 6.98% Add +3.2% 552,019 $96.4M
Bleakley Financial Group, LLC 2.90% Reduce -3.2% 545,462 $95.2M
Simon Quick Advisors, LLC 5.96% Add +4.3% 540,636 $94.4M
PrairieView Partners, LLC 9.71% Reduce -12.1% 534,897 $93.4M
Focused Wealth Management, Inc 12.35% Add +2.4% 525,043 $91.7M
Cornerstone Management, Inc. 18.86% Reduce -2.6% 517,723 $90.4M
Focus Partners Wealth 0.29% Reduce -34.3% 515,991 $90.1M
Thrivent Financial for Lutherans 0.17% Add +150.4% 513,044 $89.6M
National Bank of Canada 0.12% Reduce -16.5% 510,059 $89.0M
Mountain Capital Investment Advisors Inc. 19.48% Add +1.0% 499,639 $88.8M
Invictus Private Wealth, LLC 6.94% Reduce -0.9% 502,265 $87.7M
Jane Street Group, LLC 0.14% Add +27.6% 496,483 $86.7M
Financial Synergies Wealth Advisors, Inc. 10.42% Add +3.0% 480,678 $83.9M
Russell Investments Group, Ltd. 0.12% Add +24.3% 478,047 $83.5M
Trust Co of Tennessee 27.42% Reduce -0.8% 471,002 $82.2M
Relyea Zuckerberg Hanson LLC 12.29% Add +0.2% 462,529 $80.7M
Orion Porfolio Solutions, LLC 0.79% Reduce -4.2% 451,588 $78.8M
Orion Portfolio Solutions, LLC 0.79% Reduce -4.2% 451,588 $78.8M
CreativeOne Wealth, LLC 2.67% Add +11.4% 449,667 $78.5M
Rockefeller Capital Management L.P. 0.21% Reduce -5.1% 436,570 $76.2M
RMR Wealth Builders 8.05% Add +6.1% 434,993 $75.9M
Nadler Financial Group, Inc. 8.32% Add +0.3% 432,597 $75.5M
Atria Investments, Inc 0.93% Reduce -2.5% 426,940 $74.5M
Chan Zuckerberg Initiative, LLC 17.69% No change 415,237 $72.5M
Corient Private Wealth LP 0.11% Add +1.3% 411,508 $71.8M
Rodgers & Associates, LTD 8.44% Reduce -1.6% 405,102 $70.7M
Accredited Investors Inc. 3.99% Add +3.0% 399,705 $69.8M
First Hawaiian Bank 2.23% Add +0.6% 397,562 $69.4M
Summit Financial, LLC 2.68% Add +0.4% 391,229 $68.3M
Pasadena Private Wealth, LLC 14.40% Reduce -4.5% 387,639 $67.7M
HTLF Bank 7.26% Reduce -2.4% 382,795 $66.8M
Evoke Wealth, LLC 1.82% New 382,104 $66.7M
Trust Co 7.90% Reduce -3.7% 376,412 $65.7M
Unison Advisors LLC 7.88% Add +0.2% 375,146 $65.5M
Angeles Investment Advisors, LLC 3.33% Add +76.2% 372,827 $65.1M
CSM Advisors, LLC 4.24% No change 372,083 $65.0M
Morningstar Investment Services LLC 0.66% Reduce -10.7% 369,284 $64.2M
Exencial Wealth Advisors, LLC 2.30% Reduce -2.8% 366,190 $63.9M
Strategic Blueprint, LLC 3.96% Add +1.0% 364,356 $63.6M
Signature Estate & Investment Advisors LLC 1.46% Add +12.7% 363,569 $63.5M
Ellevest, Inc. 3.50% Add +1.8% 361,870 $63.2M
Natixis Advisors, LLC 0.12% Reduce -3.2% 360,988 $63.0M
Steward Partners Investment Advisory, LLC 0.58% Add +8.5% 358,703 $62.6M
NSI Retail Advisors, LLC 9.21% No change 354,498 $61.9M
Cwm, LLC 0.26% Reduce -3.3% 352,478 $61.5M
Stephens Inc. 0.87% Add +11.6% 351,816 $61.4M
Sage Financial Group Inc. 4.99% Add +0.9% 350,195 $61.1M
Trustees of Dartmouth College 15.44% No change 348,850 $60.9M
Signaturefd, LLC 1.16% Reduce -2.3% 348,817 $60.9M
Mercer Global Advisors Inc. 0.14% Reduce -0.7% 344,808 $60.0M
BIP Wealth, LLC 4.07% Add +30.6% 342,466 $59.8M
Condor Capital Management 5.34% Add +0.9% 340,037 $59.4M
Wealthspire Advisors, LLC 0.60% Add +2.0% 338,188 $59.0M
Kestra Private Wealth Services, LLC 1.04% Add +13.0% 326,125 $56.9M
Bank of Nova Scotia 0.11% Reduce -3.6% 316,800 $55.3M
Fifth Third Bancorp 0.20% Reduce -4.5% 315,748 $55.1M
Cary Street Partners Investment Advisory LLC 2.02% Add +8.1% 314,829 $55.0M
Vanguard Group Inc. 0.00% Add +20.3% 309,548 $54.0M
Blue Edge Capital, LLC 8.35% Add +1.4% 306,997 $53.6M
Foster Victor Wealth Advisors, LLC 4.29% Reduce -1.2% 306,188 $53.6M
Total Wealth Planning, LLC 8.16% Add +1.8% 299,384 $52.3M
B. Riley Wealth Advisors, Inc. 1.45% Reduce -23.0% 298,727 $52.0M
Allworth Financial LP 0.32% Add +0.5% 297,611 $52.0M
Janney Montgomery Scott LLC 0.14% Reduce -3.0% 294,769 $51.5M
Presilium Private Wealth, LLC 11.84% Add +1.4% 294,455 $51.4M
NewEdge Wealth, LLC 0.92% Add +15.4% 291,118 $50.8M
Bessemer Group Inc. 0.08% Add +1.8% 290,665 $50.7M
Pathway Financial Advisors LLC 12.99% Add +5.6% 290,056 $50.6M
EverSource Wealth Advisors, LLC 3.21% Add +4.9% 289,985 $50.6M
Partners in Financial Planning 10.21% Reduce -0.6% 289,875 $50.6M
Oxford Financial Group, LTD. LLC 3.19% Reduce -2.2% 288,210 $50.3M
Cresset Asset Management, LLC 0.20% Add +1.9% 287,996 $50.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.40% Reduce -2.2% 283,987 $49.6M
Grey Fox Wealth Advisors, LLC 13.73% Add +19.7% 282,245 $49.3M
Koshinski Asset Management, Inc. 4.26% Add +2.2% 281,639 $49.2M
Clark Asset Management, LLC 10.46% Add +23.3% 278,924 $48.7M
Coldstream Capital Management Inc. 1.02% Reduce -1.4% 271,393 $47.4M
Bishop & Co Investment Management, LLC 17.66% New 265,665 $46.4M
Waverly Advisors, LLC 0.86% Reduce -1.2% 265,432 $46.3M
Baron Silver Stevens Financial Advisors, LLC 8.08% Add +3.8% 265,256 $46.3M
M&T Bank Corp 0.15% Add +18.4% 259,655 $45.3M
Franklin Resources Inc. 0.01% Reduce -0.9% 254,487 $45.1M
Comerica Bank 0.18% Add +5.1% 254,937 $44.5M
Private Portfolio Partners LLC 8.29% New 253,270 $44.2M
Trustmark Bank Trust Department 3.32% Add +6.2% 251,543 $43.9M
Apella Capital, LLC 1.80% Add +2.4% 252,052 $43.9M
Alliancebernstein L.P. 0.01% Add +2.4% 250,457 $43.7M
Cassady Schiller Wealth Management, LLC 15.89% Reduce -3.2% 248,929 $43.5M
Chaney Capital Management, Inc. 24.30% Add +10.3% 248,050 $43.3M
Hirtle & Co., LLC 2.04% Reduce -2.9% 247,439 $43.2M
Gleason Group, Inc. 7.84% Add +2.7% 245,344 $42.8M
Townsquare Capital LLC 0.51% Add +7.6% 243,940 $42.6M
Freedom Investment Management, Inc. 3.37% Add +25.7% 242,577 $42.3M
Baltimore-Washington Financial Advisors, Inc. 2.30% Add +2.9% 242,165 $42.3M
Mgo One Seven LLC 1.83% Add +0.6% 241,562 $42.2M
BNP Paribas Financial Markets 0.04% Reduce -50.7% 238,398 $41.6M
Peninsula Wealth, LLC 7.21% Reduce -2.7% 232,216 $41.3M
Crane Advisory, LLC 7.46% Reduce -0.1% 237,755 $41.3M
Strategic Investment Advisors / MI 4.52% Add +3.7% 236,226 $41.2M
Financial Planning & Information Services, Inc. 5.60% Add +8.0% 232,616 $40.6M
Federation des caisses Desjardins du Quebec 0.20% Reduce -1.0% 232,540 $40.6M
DAVENPORT & Co LLC 0.24% Add +6.3% 229,919 $40.1M
Truefg, LLC 13.05% Add +2.8% 228,804 $39.9M
Arax Advisory Partners 3.51% Add +3.6% 225,134 $39.3M
TL Private Wealth 17.59% Add +1.2% 226,725 $39.3M
Advisors Capital Management, LLC 0.64% Reduce -9.9% 224,837 $39.3M
Sepio Capital, LP 3.05% Reduce -7.4% 224,546 $39.2M
Glenmede Trust Co. NA 0.19% Add +3.2% 222,645 $38.9M
Penserra Capital Management LLC 0.84% Reduce -26.1% 221,389 $38.6M
Concurrent Investment Advisors, LLC 1.14% Add +15.0% 220,301 $38.5M
Old Mission Investment Co LLC 11.59% Add +0.1% 216,272 $37.8M
Schechter Investment Advisors, LLC 2.71% Reduce -1.3% 210,276 $36.7M
Segall Bryant & Hamill, LLC 0.50% New 208,903 $36.5M
Lake Street Private Wealth, LLC 5.82% Add +8.3% 206,688 $36.1M
Kaydan Wealth Management, Inc. 10.64% Reduce -1.0% 206,508 $36.1M
Savant Capital, LLC 0.30% Add +49.2% 206,146 $36.0M
Affinity Capital Advisors, LLC 6.96% Add +2.1% 205,774 $35.9M
Cary Street Partners Asset Management LLC 4.70% Add +5.8% 204,163 $35.6M
Dakota Wealth Management 0.81% Reduce -17.5% 203,856 $35.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.02% Add +14.5% 203,287 $35.5M
Stephens Consulting, LLC 8.91% Add +1.9% 198,966 $34.7M
Noble Family Wealth, LLC 9.26% Add +1.4% 197,345 $34.5M
Forte Capital LLC 3.88% Reduce -0.9% 196,725 $34.3M
TD Private Client Wealth LLC 0.98% Add +4.0% 194,588 $34.0M
Mesirow Financial Investment Management, Inc. 0.65% Add +2.7% 191,171 $33.4M
Cornerstone Wealth Advisors, Inc. 8.96% Add +3.5% 184,554 $32.2M
Sageworth Trust Co 1.91% Reduce -1.6% 183,243 $32.0M
Forvis Mazars Wealth Advisors, LLC 0.73% Reduce -19.4% 182,058 $31.8M
Angeles Wealth Management, LLC 2.73% Add +4.3% 181,350 $31.7M
McIlrath & Eck, LLC 4.07% Add +57.0% 180,825 $31.6M
Golden Road Advisors LLC 24.64% Add +0.8% 180,211 $31.5M
Nwam LLC 1.91% New 179,643 $31.4M
Jacobsen Capital Management 13.20% Add +0.7% 179,624 $31.4M
Platte River Wealth Advisors, LLC 8.33% Reduce -0.2% 177,856 $31.0M
Fee-Only Financial Planning, L.C. 19.80% Reduce -1.1% 177,066 $30.9M
Mainsail Asset Management, LLC 22.90% Reduce -1.0% 177,025 $30.9M
O'Dell Group, LLC 6.84% Add +1487.9% 176,700 $30.8M
HUB Investment Partners, LLC 1.33% Add +8.5% 174,039 $30.4M
Brown Advisory Inc. 0.04% Reduce -2.2% 172,144 $30.1M
Kaye Capital Management 11.85% Add +0.9% 169,332 $29.6M
MTC Wealth Management LLC 13.33% Reduce -1.6% 168,866 $29.5M
Legacies Wealth LLC 23.41% Add +1.7% 168,777 $29.5M
FLC Capital Advisors 6.79% Add +2.5% 168,622 $29.4M
Creative Financial Designs Inc. 2.47% Reduce -2.6% 167,777 $29.3M
Sigma Investment Counselors Inc. 1.71% Add +2.4% 167,146 $29.2M
Hiley Hunt Wealth Management 16.56% Add +0.9% 165,564 $28.9M
Studio Investment Management LLC 6.01% Reduce -1.4% 163,840 $28.6M
Mosaic Family Wealth Partners, LLC 4.24% Add +0.3% 163,599 $28.6M
Regatta Capital Group, LLC 5.53% Reduce -16.9% 163,331 $28.5M
Brown Wealth Management, LLC 10.25% Add +8.8% 162,633 $28.4M
Rise Advisors, LLC 13.58% Add +8.0% 162,363 $28.3M
Wealth Alliance Advisory Group, LLC 5.94% Add +0.8% 162,073 $28.3M
Arbor Wealth Advisors LLC 25.42% Add +2.6% 161,480 $28.2M
MAI Capital Management 0.27% Reduce -0.6% 161,286 $28.2M
Northern Trust Corp. 0.00% Add +13.7% 161,032 $28.1M
Oarsman Capital, Inc. 5.15% Add +6.0% 159,558 $27.9M
First American Trust, FSB 2.75% Reduce -4.1% 158,883 $27.7M
Warner Financial, Inc. 12.27% Add +3.1% 158,538 $27.7M
49 Wealth Management, LLC 4.49% Reduce -32.8% 158,114 $27.6M
Marino, Stram & Associates LLC 6.11% Add +4.2% 156,906 $27.4M
Wealth Architects, LLC 3.09% Add +0.9% 156,254 $27.3M
Allen Wealth Management, LLC 18.63% Add +10.6% 153,867 $26.9M
Waypoint Capital Advisors, LLC 5.71% Add +9.8% 153,599 $26.8M
OLIO Financial Planning 11.07% Add +0.2% 175,566 $26.3M
Cambridge Capital Management, LLC 17.26% Add +4.8% 150,257 $26.2M
FWG Holdings, LLC 12.83% Add +8.1% 147,926 $25.8M
Financial Engines Advisors L.L.C. 0.05% Add +1.3% 147,649 $25.8M
Acorn Creek Capital LLC 13.53% Add +7.9% 146,116 $25.5M
TD Capital Management LLC 2.52% Reduce -0.1% 144,307 $25.2M
Towerpoint Wealth, LLC 11.88% Add +0.3% 143,622 $25.1M
Great Valley Advisor Group, Inc. 0.61% Add +9.9% 143,303 $25.0M
Prospera Financial Services Inc 0.63% Reduce -2.5% 142,287 $24.8M
Courier Capital LLC 1.70% Reduce -0.4% 142,311 $24.8M
Principal Securities, Inc. 0.60% Add +21.2% 142,304 $24.8M
Merit Financial Group, LLC 0.55% Reduce -18.8% 141,463 $24.7M
Bragg Financial Advisors, Inc 1.02% Add +0.8% 141,363 $24.7M
Private Capital Management LLC 4.44% Reduce -14.2% 140,601 $24.5M
Wealthcare Advisory Partners LLC 0.70% Add +22.3% 140,175 $24.5M
Invst, LLC 2.93% Add +828.7% 138,773 $24.2M
Market Street Wealth Management Advisors LLC 3.96% Add +1.6% 138,038 $24.1M
Quest Investment Management LLC 2.80% Add +0.6% 137,083 $23.9M
Parker Financial LLC 11.99% Reduce -4.7% 136,697 $23.9M
Clayton Financial Group LLC 8.92% Add +2.0% 136,450 $23.8M
Janus Henderson Group PLC 0.01% Reduce -2.2% 135,511 $23.7M
Robertson Stephens Wealth Management, LLC 0.86% Add +424.4% 132,927 $23.2M
Nomura Asset Management Co. Ltd. 0.07% Add +389.3% 132,600 $23.1M
Capital Wealth Management, LLC 9.89% Add +0.9% 132,251 $23.1M
Frisch Financial Group, Inc. 6.92% Reduce -6.6% 131,745 $23.0M
Cahill Financial Advisors Inc. 3.15% Add +1.9% 131,743 $23.0M
AAF Wealth Management, LLC 11.56% Add +2.0% 131,472 $23.0M
Certified Advisory Corp 2.54% Add +0.2% 131,434 $22.9M
Integrated Wealth Concepts LLC 0.28% Add +6.8% 131,277 $22.9M
Advisory Services Network, LLC 0.47% No change 142,855 $22.9M
Waterford Advisors, LLC 11.63% Add +3.2% 130,592 $22.8M
Avior Wealth Management, LLC 0.91% Reduce -5.6% 130,396 $22.8M
Financial Management Professionals, Inc. 2.78% New 128,078 $22.4M
Wealthspan Partners, LLC 11.02% Add +4.7% 127,900 $22.3M
Elm Partners Management LLC 1.59% Add +32.9% 127,682 $22.3M
Hilltop Partners LLC 7.49% Add +35.0% 127,592 $22.3M
J.W. Cole Advisors, Inc. 0.93% Add +7.6% 127,588 $22.3M
Obsidian Cio, LLC 4.65% Add +8.8% 126,809 $22.1M
Parallel Advisors, LLC 0.52% Reduce -11.6% 126,486 $22.1M
Fifth Third Securities, Inc. 2.09% Reduce -2.7% 126,228 $22.0M
Global Retirement Partners, LLC 0.66% Reduce -3.4% 124,273 $21.7M
Bare Financial Services, Inc 8.89% Add +44.0% 124,036 $21.7M
Evolution Advisers, Inc. 11.69% Reduce -0.8% 122,999 $21.5M
Composition Wealth, LLC 0.50% Add +7.6% 122,611 $21.4M
Droms Strauss Advisors Inc. /Mo/ 7.56% Reduce -4.1% 122,278 $21.3M
&partners 0.41% Add +92.4% 121,655 $21.3M
First PREMIER Bank 5.29% Reduce -1.9% 121,624 $21.2M
Arcadia Wealth Management, LLC 11.13% Add +8.6% 121,160 $21.2M
Chicago Partners Investment Group LLC 0.75% Add +2.3% 120,523 $21.1M
Venture Visionary Partners LLC 0.94% Add +0.5% 121,042 $21.1M
Benchmark Wealth Management, LLC 10.41% Add +197.6% 120,704 $21.1M
Lebenthal Global Advisors, LLC 4.28% Reduce -43.7% 120,693 $21.1M
Heartwood Wealth Advisors LLC 2.29% Add +0.5% 118,320 $20.7M
Spire Wealth Management 0.70% Add +1.5% 118,256 $20.6M
25 LLC 8.90% Add +0.7% 117,501 $20.5M
Shore Point Advisors, LLC 10.95% Add +0.6% 117,125 $20.4M
International Assets Investment Management, LLC 1.65% Add +645.4% 88,994 $20.3M
Staley Capital Advisers Inc. 0.90% Add +7.1% 115,981 $20.2M
Copperwynd Financial, LLC 6.08% Add +5.3% 115,804 $20.2M
Veery Capital, LLC 7.57% Add +0.4% 115,618 $20.2M
Mutual Advisors, LLC 0.59% Reduce -15.2% 114,836 $20.1M
First Horizon Advisors, Inc. 0.56% Add +19.5% 114,644 $20.0M
Lokken Investment Group LLC 8.34% Add +3.2% 114,597 $20.0M
CW Advisors, LLC 0.26% Add +9.9% 112,940 $19.7M
Whitegate Investment Counselors, Inc. 5.19% Reduce -0.1% 112,038 $19.6M
Dynamic Advisor Solutions LLC 0.58% Add +1.1% 111,549 $19.5M
Nabity-Jensen Investment Management Inc 14.79% Add +0.3% 110,698 $19.3M
Bank of Montreal 0.01% Reduce -4.0% 111,021 $19.3M
Smith & Howard Wealth Management, LLC 5.41% Add +1.5% 110,200 $19.2M
Wellspring Financial Advisors, LLC 2.29% Reduce -0.1% 943,704 $19.2M
Meridian Wealth Management, LLC 0.93% New 108,236 $18.9M
Marshall Financial Group Inc. 5.69% Add +0.3% 107,901 $18.8M
Topel & Distasi Wealth Management, LLC 7.80% Add +0.1% 107,824 $18.8M
Firestone Capital Management 4.72% Reduce -2.2% 107,748 $18.8M
Valley Wealth Managers, Inc. 1.39% Reduce -6.2% 107,678 $18.8M
Tenret Co LLC 11.81% Add +3.7% 107,585 $18.8M
RFG Advisory, LLC 0.57% Reduce -13.3% 106,491 $18.6M
Hemington Wealth Management 4.90% Reduce -3.2% 105,553 $18.2M
Stratos Wealth Partners, LTD. 0.26% Reduce -7.3% 103,096 $18.0M
Goldstone Financial Group, LLC 3.07% Add +9.3% 101,234 $17.7M
Aspire Private Capital, LLC 4.20% Reduce -2.2% 101,074 $17.6M
Mitchell McLeod Pugh & Williams Inc. 3.68% Add +10.1% 100,938 $17.6M
White Lighthouse Investment Management Inc. 3.15% Add +2.5% 100,979 $17.6M
Cherry Tree Wealth Management, LLC 4.13% Reduce -1.7% 99,686 $17.4M
Beacon Financial Strategies CORP 11.79% Reduce -1.9% 99,160 $17.3M
Compton Wealth Advisory Group, LLC 4.36% Add +0.3% 99,008 $17.3M
Arizona State Retirement System 0.11% New 99,000 $17.3M
VestGen Investment Management 4.82% Reduce -3.5% 98,621 $17.2M
Bay Harbor Wealth Management, LLC 5.60% Reduce -7.3% 98,130 $17.1M
Bell Investment Advisors, Inc 3.14% Add +0.1% 97,987 $17.1M
Park Avenue Securities LLC 0.19% Add +14.3% 97,957 $17.1M
Evergreen Capital Management LLC 0.57% Add +1.9% 97,677 $17.1M
R. W. Roge & Company, Inc. 9.09% Add +6.3% 97,443 $17.0M
Valence8 US LP 7.35% Reduce -3.4% 96,630 $16.9M
Sovereign Financial Group, Inc. 3.92% Add +6.7% 96,129 $16.8M
Matrix Private Capital Group LLC 9.66% Add +2.2% 96,015 $16.8M
Aspen Wealth Strategies, LLC 10.78% Add +4.9% 95,842 $16.7M
Associated Banc-Corp 0.49% Add +6.1% 95,611 $16.7M
SPC Financial, Inc. 1.46% Add +5482.8% 94,685 $16.5M
Greenup Street Wealth Management LLC 3.41% Add +7.5% 94,676 $16.5M
Annapolis Financial Services, LLC 4.88% Reduce -5.5% 94,389 $16.5M
Legacy Edge Advisors, LLC 2.63% Reduce -0.3% 94,348 $16.5M
Stone Summit Wealth LLC 5.28% Add +2.8% 93,808 $16.4M
UMB Bank, n.a. 0.25% Add +5.5% 92,044 $16.1M
Vantagepoint Investment Advisers LLC 2.05% Add +151.6% 91,320 $15.9M
Capital Investment Advisory Services, LLC 1.51% Add +40.6% 91,165 $15.9M
Focus Partners Advisor Solutions, LLC 0.33% Reduce -1.2% 90,995 $15.9M
Obsidian Personal Planning Solutions LLC 8.28% Add +7.3% 91,998 $15.8M
Falcon Wealth Planning 1.86% Add +8.6% 90,704 $15.8M
Cresta Advisors, Ltd. 8.26% Reduce -1.8% 90,519 $15.8M
Global Strategic Investment Solutions, LLC 1.84% Add +0.4% 90,356 $15.8M
Pure Financial Advisors, LLC 0.38% Add +1.0% 90,251 $15.8M
CJM Wealth Advisers, Ltd. 5.40% Reduce -0.1% 90,209 $15.7M
Robinswood Financial LLC 5.81% Add +3.3% 89,565 $15.6M
Aspiriant, LLC 0.59% Reduce -0.8% 89,243 $15.6M
Impact Partnership Wealth, LLC 3.46% Add +57.4% 87,812 $15.3M
SOL Capital Management CO 1.69% Reduce -0.3% 86,995 $15.2M
Gemmer Asset Management LLC 1.51% Add +3.3% 86,283 $15.1M
SWP Financial LLC 9.15% Reduce -15.0% 85,860 $15.0M
Pathstone Holdings, LLC 0.07% Add +1.0% 85,798 $15.0M
Boyd Wealth Management, LLC 7.57% Add +20.6% 85,592 $14.9M
Sightline Wealth Advisors, LLC 8.20% Add +3.4% 85,273 $14.9M
Ameritas Advisory Services, LLC 0.63% Reduce -40.3% 84,098 $14.7M
First National Bank of Omaha 0.94% Reduce -0.4% 83,863 $14.6M
NBT Bank, N.A. 0.98% Add +14.3% 83,321 $14.5M
Nations Financial Group Inc, /Ia/ 1.05% Add +11.4% 82,526 $14.4M
Advantage Trust Co 9.71% Add +7.0% 81,898 $14.3M
Manchester Capital Management LLC 1.67% Reduce -22.9% 81,695 $14.3M
Gallagher Fiduciary Advisors, LLC 2.88% Reduce -12.5% 81,477 $14.2M
Cambridge Associates LLC /Ma/ 0.53% No change 81,110 $14.2M
Systelligence, LLC 3.50% Reduce -4.8% 80,907 $14.1M
Bokf, NA 0.25% Add +9.9% 81,124 $14.1M
Ellis Investment Partners, LLC 2.74% Add +5.7% 80,390 $14.0M
Breakwater Capital Group 2.82% Add +0.4% 80,238 $14.0M
Essex Financial Services, Inc. 1.01% Add +3.1% 79,595 $14.0M
Berger Financial Group, Inc 1.00% Add +5.8% 79,677 $13.9M
Elevatus Welath Management 4.54% Add +1265.4% 79,522 $13.9M
Greenhouse Wealth Management, LLC 9.30% Add +0.9% 79,097 $13.8M
Bank Hapoalim BM 2.19% No change 79,000 $13.8M
First United Bank & Trust 4.95% Reduce -0.4% 78,870 $13.8M
Schwallier Wealth Management LLC 9.84% Add +6.3% 78,797 $13.8M
Farther Finance Advisors, LLC 0.52% Add +32.3% 78,742 $13.7M
Leeward Financial Partners, LLC 5.12% Add +0.9% 77,682 $13.6M
Plum Street Advisors, LLC 6.71% Add +1.2% 75,953 $13.3M
E&G Advisors, LLC 3.63% Reduce -0.0% 75,235 $13.1M
IFG Advisory, LLC 0.84% Add +2.5% 75,150 $13.1M
Archford Capital Strategies, LLC 1.97% Add +3.6% 73,921 $13.1M
Madden Advisory Services, Inc. 5.99% Add +4.7% 74,985 $13.1M
Latigo Investments, LLC 6.39% Reduce 0.0% 74,917 $13.1M
Wealthspire Retirement, LLC 1.06% Reduce -3.1% 74,895 $13.1M
SlateStone Wealth, LLC 1.18% Reduce -1.6% 74,861 $13.1M
Retirement Planning Group, LLC 0.71% Add +23.2% 74,550 $13.0M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +11.2% 74,500 $13.0M
TBH Global Asset Management, LLC 2.81% Reduce -8.2% 73,750 $12.9M
Clark Financial Services Group Inc. 11.70% Add +4.0% 73,632 $12.9M
SteelPeak Wealth, LLC 0.57% New 73,619 $12.9M
Oak Root LLC 1.61% Reduce -0.8% 73,289 $12.8M
Sowell Financial Services LLC 0.59% Reduce -4.2% 73,274 $12.8M
Valmark Advisers, Inc. 0.20% Add +21.9% 73,220 $12.8M
AE Wealth Management LLC 0.11% Reduce -25.8% 72,466 $12.7M
Worth Asset Management, LLC 6.86% Add +14.2% 72,279 $12.6M
TKG Advisors, LLC 6.18% Add +20.7% 71,742 $12.5M
Rinkey Investments 4.04% New 71,545 $12.5M
Tortoise Investment Management, LLC 1.30% Add +8.3% 71,146 $12.4M
Financial Advisory Partners, LLC 4.12% Add +2.2% 71,110 $12.4M
Weaver Capital Management LLC 3.73% Add +0.9% 71,109 $12.4M
Prudential PLC 0.06% Add +155.7% 70,927 $12.4M
Northeast Financial Consultants Inc 0.54% Reduce -0.7% 70,132 $12.2M
Symmetry Partners, LLC 2.88% Reduce -80.9% 69,691 $12.2M
CENTRAL TRUST Co 0.28% Add +0.1% 69,164 $12.1M
Horizon Bancorp Inc. 5.59% Reduce -5.1% 69,148 $12.1M
Cercano Management LLC 0.29% New 69,120 $12.1M
Visionary Wealth Advisors 0.73% Reduce -4.9% 68,663 $12.0M
Ascent Group, LLC 0.91% Reduce -4.5% 68,615 $12.0M
Outlook Wealth Advisors, LLC 3.44% Add +2.4% 68,576 $12.0M
Snowden Capital Advisors LLC 0.36% Add +7.0% 68,280 $11.9M
Sigma Planning Corp 0.36% Add +0.1% 68,113 $11.9M
Diversified Portfolios, Inc. 1.23% Add +1.6% 67,696 $11.8M
CGN Advisors LLC 1.19% Add +2.6% 67,513 $11.8M
Dynamic Wealth Strategies, LLC 9.60% Reduce -1.2% 67,422 $11.8M
AJ Advisors, LLC 6.03% Add +2.4% 67,322 $11.8M
One Charles Private Wealth Services, LLC 4.45% Add +3.8% 67,050 $11.7M
Americana Partners, LLC 0.79% No change 66,760 $11.7M
5th Street Advisors, LLC 5.67% Add +7.9% 66,681 $11.6M
Aire Advisors, LLC 2.57% Add +0.3% 66,493 $11.6M
Bruce G. Allen Investments, LLC 9.00% Reduce -0.3% 66,352 $11.6M
Kathmere Capital Management, LLC 1.08% Add +11.4% 66,147 $11.5M
Consolidated Portfolio Review Corp 2.57% Add +2.8% 65,962 $11.5M
LaSalle St. Investment Advisors, LLC 4.52% Add +13.1% 65,868 $11.5M
Red Wave Investments LLC 4.01% Reduce -0.3% 65,825 $11.5M
Richard P Slaughter Associates Inc 2.67% Add +23.9% 65,793 $11.5M
Valley National Advisers Inc. 2.05% Reduce -31.7% 65,100 $11.4M
Harbour Investments, Inc. 0.34% Add +14.5% 65,078 $11.4M
Grove Bank & Trust 1.68% Add +6.3% 65,070 $11.4M
American Investment Services, Inc. 1.89% Reduce -0.5% 64,961 $11.3M
Emerald Advisors, LLC 1.63% Add +3.6% 63,472 $11.3M
Gill Capital Partners, LLC 4.04% Add +16.1% 64,605 $11.3M
OneDigital Investment Advisors LLC 0.13% Add +7.3% 64,402 $11.2M
Keystone Financial Group 1.44% New 63,946 $11.2M
Collective Family Office LLC 3.01% Add +0.8% 63,559 $11.1M
REAP Financial Group, LLC 2.71% Reduce -1.0% 63,228 $11.0M
Quotient Wealth Partners, LLC 0.36% Reduce -4.8% 62,980 $11.0M
Everhart Financial Group, Inc. 2.43% Reduce -0.4% 62,849 $11.0M
QRG Capital Management, Inc. 0.12% Reduce -8.7% 62,429 $10.9M
Mokosak Advisory Group, LLC 3.23% Reduce -3.2% 61,790 $10.8M
Steele Capital Management, Inc. 0.56% Add +14.2% 61,662 $10.8M
Transcend Capital Advisors, LLC 0.72% Add +0.0% 61,506 $10.7M
Founders Financial Securities LLC 0.98% Reduce -4.3% 61,032 $10.7M
Lodestar Private Asset Management LLC 1.35% Reduce -0.7% 60,836 $10.6M
Halpern Financial, Inc. 2.70% Add +21.0% 60,200 $10.5M
CX Institutional 0.46% Reduce -6.8% 59,927 $10.5M
Savvy Advisors, Inc. 2.12% Add +68.0% 59,784 $10.4M
Sandbox Financial Partners, LLC 3.68% Add +4.5% 59,608 $10.4M
CoreCap Advisors, LLC 0.49% New 59,553 $10.4M
Maryland Capital Advisors Inc. 5.04% Reduce -1.7% 59,394 $10.4M
Commerce Bank 0.06% Add +5.4% 59,366 $10.4M
Tudor Investment Corporation 0.11% Add +522.4% 58,974 $10.3M
Wealthfront Advisers LLC 0.03% Add +6.4% 58,899 $10.3M
BTC Capital Management, Inc. 0.91% Reduce -0.7% 58,452 $10.2M
Cooksen Wealth, LLC 9.52% Add +5.2% 58,316 $10.2M
Regent Peak Wealth Advisors LLC 2.33% Reduce -4.3% 58,046 $10.1M
Zhang Financial LLC 0.64% Add +0.3% 57,785 $10.1M
WealthShield Partners, LLC 1.36% Add +0.4% 57,577 $10.1M
Geneos Wealth Management Inc. 0.38% Add +509.5% 57,351 $10.0M
STAR Financial Bank 6.74% Add +28.6% 57,329 $10.0M
First Heartland Consultants, Inc. 1.07% Add +0.3% 57,268 $10.0M
Sterling Investment Advisors LLC 5.59% Add +0.9% 56,954 $9.9M
Arkadios Wealth Advisors 0.56% Add +19.9% 56,887 $9.9M
Safir Wealth Advisors, LLC 7.57% Add +1.4% 56,435 $9.9M
Main Line Retirement Advisors, LLC 6.75% Add +5.7% 56,361 $9.8M
Traveka Wealth, LLC 4.99% Add +27.0% 56,344 $9.8M
Von Berge Wealth Management Group, LLC 6.08% Reduce -5.5% 55,143 $9.8M
Affiance Financial, LLC 2.38% Add +5.2% 56,280 $9.8M
Keeler & Nadler Financial Planning & Wealth Management 4.78% Reduce -0.6% 56,157 $9.8M
Capital Analysts, LLC 0.39% Reduce -2.2% 54,906 $9.6M
Cranbrook Wealth Management, LLC 2.18% Reduce -0.7% 54,804 $9.6M
PCA Investment Advisory Services Inc. 4.49% Add +5.2% 54,614 $9.5M
Raab & Moskowitz Asset Management LLC 2.41% Add +3.4% 54,545 $9.5M
BLB&B Advisors, LLC 0.48% Reduce -18.8% 54,259 $9.5M
Perigon Wealth Management, LLC 0.26% Add +5.8% 54,249 $9.5M
G&S Capital LLC 3.97% Add +9.4% 54,178 $9.5M
WBH Advisory Inc. 0.90% Reduce -0.5% 54,158 $9.5M
Lutz Financial Services LLC 0.76% Reduce -0.6% 53,981 $9.4M
Breed's Hill Capital LLC 7.68% No change 53,659 $9.4M
Integrity Wealth Solutions LLC 5.46% Add +5.0% 53,614 $9.4M
Black Diamond Financial, LLC 1.58% Reduce -0.0% 53,453 $9.3M
Prairieview Wealth Partners, LLC 10.06% Reduce -38.5% 53,292 $9.3M
PFG Advisors 0.59% Add +2.4% 53,176 $9.3M
Cornerstone Wealth Management, LLC 0.65% Add +9.1% 53,106 $9.3M
Avestar Capital, LLC 1.00% Reduce -4.9% 52,872 $9.2M
Hoge Financial Services, LLC 6.82% Add +3.1% 51,869 $9.1M
Northstar Group, Inc. 1.65% Add +2.6% 51,792 $9.0M
Mayfair Advisory Group, LLC 5.70% Add +4.4% 51,766 $9.0M
Moody National Bank Trust Division 0.97% Add +18.5% 51,639 $9.0M
JMG Financial Group, Ltd. 0.31% Add +4.6% 51,608 $9.0M
Capstone Investment Advisors, LLC 0.31% New 51,201 $8.9M
IHT Wealth Management, LLC 0.25% Add +45.0% 51,190 $8.9M
Oppenheimer & Co. Inc. 0.14% Add +5.2% 51,046 $8.9M
Financial Advocates Investment Management 0.50% Add +0.4% 50,970 $8.9M
Nicolet Advisory Services, LLC 0.83% Add +3.7% 50,539 $8.8M
Planning Alternatives Ltd. 1.33% Reduce -2.7% 50,135 $8.8M
Qube Research & Technologies Ltd 0.02% Reduce -1.8% 50,121 $8.7M
Concourse Financial Group Securities, Inc. 0.52% Reduce -6.3% 49,856 $8.7M
Wilmington Savings Fund Society, FSB 0.15% Add +1476.0% 49,298 $8.6M
Cutler Investment Counsel LLC 1.08% Reduce -15.7% 49,234 $8.6M
Orser Capital Management, LLC 6.13% Add +4.3% 49,145 $8.6M
KFA Private Wealth Group, LLC 4.09% Reduce -32.8% 49,063 $8.6M
Cyndeo Wealth Partners, LLC 0.60% Add +8.2% 48,964 $8.5M
Interchange Capital Partners, LLC 3.03% Reduce -1.6% 48,857 $8.5M
Flow Traders U.S. LLC 0.43% New 48,807 $8.5M
Mayport, LLC 2.73% Add +5.0% 48,783 $8.5M
Beacon Bridge Wealth Partners, LLC 3.64% Add +0.3% 48,495 $8.5M
Sapient Capital LLC 0.17% Add +631.9% 48,482 $8.5M
CWS Financial Advisors, LLC 3.00% Add +5.9% 48,452 $8.5M
Weinberger Asset Management, Inc 3.60% Add +4.1% 48,346 $8.4M
Edmonds Duncan Registered Investment Advisors, LLC 1.85% Add +1.7% 48,302 $8.4M
Willis Johnson & Associates, Inc. 0.64% Reduce -3.3% 48,240 $8.4M
Kingsview Wealth Management, LLC 0.18% Add +31.4% 48,172 $8.4M
NorthLanding Financial Partners, LLC 8.30% Reduce -3.7% 48,105 $8.4M
IFP Advisors, Inc 0.30% Reduce -7.0% 47,827 $8.3M
First County Bank 4.12% Add +7.9% 47,774 $8.3M
Estate Counselors, LLC 0.86% Add +4.3% 47,631 $8.3M
Magnolia Capital Advisors LLC 4.16% Reduce -5.7% 47,624 $8.3M
St. Louis Trust Co 1.17% Add +81.9% 47,607 $8.3M
Gray Wealth Management Inc. 3.27% Reduce -0.2% 47,509 $8.3M
FF Advisors,LLC 5.39% Add +7.3% 46,688 $8.3M
Avantax Planning Partners, Inc. 0.29% Add +1.5% 47,044 $8.2M
Gunma Bank,Ltd. 3.38% Add +56.7% 47,000 $8.2M
Olistico Wealth, LLC 5.01% Reduce -2.6% 46,946 $8.2M
Werba Rubin Papier Wealth Management 1.89% Add +24.5% 46,239 $8.1M
Watts Gwilliam & Co., LLC 1.75% — 46,270 $8.0M
Eclectic Associates Inc. 3.16% Add +1.4% 45,849 $8.0M
TPG Financial Advisors, LLC 3.60% Reduce -2.0% 45,755 $8.0M
Cora Capital Advisors LLC 3.92% Add +0.6% 45,591 $8.0M
Elevated Capital Advisors, LLC 2.11% Reduce -0.7% 45,458 $7.9M
HTG Investment Advisors, Inc. 3.74% Add +10.3% 45,425 $7.9M
Private Wealth Advisors, LLC 3.22% Reduce -2.2% 45,435 $7.9M
Atmos Advisory, LLC 5.62% Add +4.2% 45,268 $7.9M
Neuberger Berman Group LLC 0.01% Add +1.3% 44,141 $7.7M
HB Wealth Management, LLC 0.08% Reduce -1.5% 44,134 $7.7M
Family Manage LLC 1.28% Add +1.9% 43,899 $7.7M
Valeo Financial Advisors, LLC 0.22% Add +5.2% 43,699 $7.6M
Kingswood Wealth Advisors, LLC 0.54% Add +1163.1% 43,601 $7.6M
Corrigan Financial, Inc. 1.74% Reduce -0.1% 43,562 $7.6M
Hohimer Wealth Management, LLC 1.64% Add +3.4% 43,539 $7.6M
Stevens Capital Partners 3.61% Add +0.9% 43,324 $7.6M
Etfidea, LLC 2.39% Add +0.3% 43,266 $7.6M
Richardson Financial Services Inc. 4.80% Add +23.6% 46,300 $7.6M
Hardy Reed LLC 0.68% Add +3.8% 43,231 $7.5M
First National Bank Sioux Falls 3.41% Add +16.8% 43,010 $7.5M
GenTrust, LLC 0.37% Add +1262.8% 42,889 $7.5M
Pinnacle Associates Ltd. 0.13% Add +1.3% 50,045 $7.5M
Gladstone Institutional Advisory LLC 0.36% Reduce -1.2% 42,534 $7.4M
Harbor Investment Advisory, LLC 0.73% Reduce -0.9% 42,370 $7.4M
Paragon Capital Management Ltd 1.45% Add +2.4% 42,225 $7.4M
Wedbush Securities Inc. 0.27% Reduce -0.6% 42,200 $7.4M
Signet Financial Management, LLC 0.94% Reduce -0.4% 42,131 $7.4M
Asset Planning Corporation 4.74% Add +2.2% 41,576 $7.3M
GoalFusion Wealth Management, LLC 4.00% Add +6.9% 41,354 $7.2M
Benjamin Edwards Inc. 0.10% Add +8135.4% 41,177 $7.2M
Forbes Financial Planning, Inc. 5.13% Add +1.4% 40,794 $7.1M
Prestige Wealth Management Group LLC 1.47% Reduce -0.6% 40,663 $7.1M
Gotham Asset Management 0.07% Add +7.2% 40,615 $7.1M
Csenge Advisory Group 0.37% Add +1.6% 39,966 $7.0M
Trinity Financial Advisors LLC 3.13% Reduce -22.7% 59,739 $7.0M
Register Financial Advisors LLC 3.58% Add +7.2% 40,026 $7.0M
Drucker Wealth 3.0, LLC 1.67% Reduce -3.2% 39,907 $7.0M
Ocean Park Asset Management, LLC 0.30% No change 39,800 $6.9M
Pine Valley Investments Ltd Liability Co 0.48% Reduce -1.8% 39,573 $6.9M
Vicus Capital 0.61% Reduce -31.2% 39,556 $6.9M
Uptick Partners, LLC 2.92% Reduce -7.6% 39,549 $6.9M
Frontier Asset Management, LLC 2.29% Add +3.0% 39,547 $6.9M
Lido Advisors, LLC 0.05% Reduce -12.8% 39,524 $6.9M
Brighton Jones LLC 0.26% Reduce -3.1% 39,509 $6.9M
Cardiff Park Advisors, LLC 0.62% Add +0.4% 39,507 $6.9M
Flagstar Securities, Inc. 1.75% Add +2.6% 39,469 $6.9M
Agf Management Ltd. 0.04% Reduce -0.1% 39,337 $6.9M
Ancora Advisors LLC 0.16% Reduce -0.6% 39,233 $6.8M
Ackerman Capital Advisors, LLC 1.76% Reduce -2.4% 39,047 $6.8M
AlphaStar Capital Management, LLC 0.54% Reduce -2.5% 38,863 $6.8M
Kovack Advisors, Inc. 0.72% Reduce -4.8% 38,795 $6.8M
Mustard Seed Financial, LLC 5.58% Reduce -0.7% 38,521 $6.7M
Beacon Financial Group 0.73% Add +17.9% 38,443 $6.7M
Spreng Capital Management, Inc. 3.21% Add +253.3% 38,435 $6.7M
LongView Wealth Management 2.14% Add +15.3% 38,398 $6.7M
Simmons Bank 0.48% Reduce -1.7% 37,996 $6.6M
Advisors Preferred, LLC 1.01% Add +18.0% 38,000 $6.6M
Fermata Advisors, LLC 1.34% Add +21.4% 37,766 $6.6M
Sharper & Granite LLC 2.93% Add +0.5% 37,618 $6.6M
Financial Life Advisors 2.47% Reduce -1.6% 37,400 $6.5M
Prism Advisors, Inc. 1.87% Reduce -0.6% 37,395 $6.5M
Koss-Olinger Consulting, LLC 0.57% Reduce -0.1% 37,318 $6.5M
Martel Wealth Advisors LLC 1.33% Reduce -2.6% 37,123 $6.5M
Investment Advisory Group, LLC 2.24% Reduce -10.9% 36,908 $6.4M
Perennial Investment Advisors, LLC 0.84% Add +6.9% 36,868 $6.4M
Sax Wealth Advisors, LLC 0.57% Reduce -1.6% 36,825 $6.4M
Connecticut Wealth Management, LLC 0.31% Reduce -1.4% 36,769 $6.4M
Dravo Bay LLC 3.30% Add +7.3% 36,763 $6.4M
Watershed Private Wealth LLC 2.55% Reduce -0.8% 36,648 $6.4M
Florida Financial Advisors, LLC 3.29% Add +9.6% 36,539 $6.4M
Phillips Financial Management, LLC 0.49% Reduce -1.7% 36,406 $6.4M
Beaumont Financial Advisors, LLC 0.49% Reduce -1.4% 36,119 $6.3M
Stratos Wealth Advisors, LLC 0.29% Reduce -0.1% 36,067 $6.3M
Semmax Financial Advisors Inc. 1.72% Add +4.2% 35,288 $6.3M
Grey Ledge Advisors, LLC 1.61% Reduce -2.3% 35,930 $6.3M
Flagship Harbor Advisors, LLC 0.34% Add +3.0% 35,906 $6.3M
Family CFO Inc 3.52% Reduce -0.6% 35,749 $6.2M
Atlas Capital Advisors Inc. 0.94% Reduce -0.2% 35,252 $6.2M
Vivid Wealth Management, LLC 3.20% Add +10.9% 35,078 $6.1M
McLean Asset Management Corp 1.84% Reduce -2.1% 35,041 $6.1M
Caprock Group, LLC 0.22% Reduce -4.1% 35,014 $6.1M
Strategic Family Wealth Counselors, L.L.C. 2.12% Add +7.1% 34,760 $6.1M
Aveo Capital Partners, LLC 0.64% Add +2.9% 34,412 $6.0M
Financial Counselors Inc. 0.09% Add +3.8% 34,396 $6.0M
O'shaughnessy Asset Management, LLC 0.05% Add +7.7% 33,700 $6.0M
Raymond James Trust N.A. 0.13% Add +16.6% 34,152 $6.0M
Integrated Investment Consultants, LLC 1.30% Reduce -0.2% 34,116 $6.0M
Osborne Partners Capital Management, LLC 0.34% Reduce -0.2% 34,112 $6.0M
Beaumont Asset Management, L.L.C. 3.46% Reduce -15.1% 34,084 $6.0M
Yarger Wealth Strategies, LLC 3.28% Add +1.1% 33,933 $5.9M
Verdence Capital Advisors LLC 0.47% Add +2.1% 33,781 $5.9M
Lansing Street Advisors 2.16% Add +14.8% 33,651 $5.9M
Cerro Pacific Wealth Advisors LLC 2.22% Add +1.6% 36,540 $5.9M
Continuum Wealth Advisors, LLC 3.13% Add +549.5% 33,460 $5.8M
Blue Trust, Inc. 0.08% Add +9.5% 36,406 $5.8M
Focus Financial Network, Inc. 0.24% Add +31.5% 33,418 $5.8M
Ashton Thomas Private Wealth, LLC 0.31% Add +25.8% 33,289 $5.8M
Windward Private Wealth Management Inc. 2.23% Reduce -2.9% 33,260 $5.8M
Abacus Planning Group, Inc. 1.03% Reduce -1.1% 33,158 $5.8M
Red Tortoise LLC 2.90% Add +2.7% 33,030 $5.8M
Marietta Wealth Management, LLC 0.82% Add +2.0% 32,487 $5.7M
UNIVEST FINANCIAL Corp 0.37% New 32,476 $5.7M
Chris Bulman Inc 3.86% Add +10.3% 32,448 $5.7M
Good Life Advisors, LLC 0.35% Add +5.9% 32,397 $5.7M
Horizon Investments, LLC 0.15% Add +17.7% 32,312 $5.6M
Washington Trust Advisors, Inc. 0.49% Reduce -12.1% 32,259 $5.6M
Apollon Wealth Management, LLC 0.16% Reduce -36.6% 32,120 $5.6M
Texas Yale Capital Corp. 0.24% Reduce -1.2% 32,106 $5.6M
Santori & Peters, Inc. 2.22% New 32,097 $5.6M
Bath Savings Trust Co 0.56% Add +2.4% 32,006 $5.6M
Wetzel Investment Advisors, Inc. 2.81% Add +49.9% 31,873 $5.6M
AlTi Global, Inc. 0.13% Reduce -0.3% 31,843 $5.6M
Insigneo Advisory Services, LLC 0.56% Add +1.2% 31,482 $5.5M
Capital Advisors, Ltd. LLC 0.68% Add +1.0% 31,403 $5.5M
SigFig Wealth Management, LLC 0.20% Add +16.0% 31,514 $5.5M
Accel Wealth Management 2.04% Add +1.9% 31,342 $5.5M
Argent Trust Co 0.23% Add +0.2% 31,226 $5.5M
Nikulski Financial, Inc. 1.63% Reduce -5.7% 31,107 $5.4M
Synovus Financial Corp. 0.06% Add +97.8% 30,849 $5.4M
Riversedge Advisors, LLC 1.22% Add +1.0% 30,820 $5.4M
Tsfg, LLC 1.17% Reduce -4.2% 30,746 $5.4M
LPWM LLC 1.75% Reduce -0.0% 30,851 $5.3M
Edge Capital Group, LLC 0.24% Reduce -3.6% 30,470 $5.3M
U.S. Capital Wealth Advisors, LLC 0.19% Reduce -2.9% 30,368 $5.3M
Catalyst Private Wealth, LLC 2.59% Add +8.1% 30,306 $5.3M
Stephen J. Garry & Associates, LLC 5.02% Reduce -1.9% 30,229 $5.3M
Eagle Strategies LLC 0.95% Add +4.7% 30,010 $5.2M
Quadcap Wealth Management, LLC 0.82% Add +29.2% 29,989 $5.2M
Syon Capital LLC 0.46% Add +1.0% 29,927 $5.2M
Destination Wealth Management 0.16% Add +7.5% 29,897 $5.2M
Defined Wealth Management, LLC 3.38% Add +0.5% 29,841 $5.2M
Tower Research Capital LLC (TRC) 0.14% Add +3469.5% 29,805 $5.2M
Alexander Labrunerie & Co., Inc. 2.41% Add +1.5% 29,800 $5.2M
Johnson Investment Counsel Inc. 0.05% Reduce -0.8% 29,764 $5.2M
Family Wealth Partners, LLC 2.65% Reduce -0.5% 29,711 $5.2M
Kelleher Financial Advisors 1.97% Reduce -4.8% 29,677 $5.2M
ArchPoint Investors 1.72% No change 29,467 $5.1M
Diversified Trust Co. 0.13% Add +0.3% 29,383 $5.1M
Opus Capital Group, LLC 0.64% Reduce -0.2% 29,328 $5.1M
Sound View Wealth Advisors Group, LLC 0.42% Add +4.3% 29,319 $5.1M
Dorsey & Whitney Trust CO LLC 0.27% Add +8.1% 29,293 $5.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Reduce -1.1% 29,292 $5.1M
Novak & Powell Financial Services, Inc. 2.96% Add +3.7% 29,248 $5.1M
Bridgewealth Advisory Group, LLC 1.85% Add +13.0% 29,185 $5.1M
Montag A & Associates Inc. 0.24% Reduce -0.2% 28,993 $5.1M
Ballentine Partners, LLC 0.09% Add +3.7% 28,862 $5.0M
N.E.W. Advisory Services LLC 0.49% Add +0.1% 28,662 $5.0M
Cedrus LLC 1.85% Add +4.2% 28,600 $5.0M
DT Investment Partners, LLC 0.40% Reduce -1.4% 28,559 $5.0M
Baker Boyer National Bank 1.67% Reduce -13.0% 28,512 $5.0M
IPG Investment Advisors LLC 1.08% Reduce -0.6% 28,380 $5.0M
Mackenzie Financial Corp. 0.01% Add +11.3% 28,340 $4.9M
Intellectus Partners, LLC 1.27% Add +2.1% 28,308 $4.9M
Gateway Wealth Partners, LLC 1.36% Add +119.0% 28,263 $4.9M
One Capital Management, LLC 0.16% Add +12.0% 27,940 $4.9M
Wescott Financial Advisory Group, LLC 0.52% Reduce -2.4% 27,902 $4.9M
First Manhattan Co. Llc. 0.01% Add +0.2% 27,774 $4.8M
Lodestone Wealth Management LLC 2.41% Reduce -0.3% 27,633 $4.8M
Long Island Wealth Management, Inc. 3.16% Add +2.9% 27,604 $4.8M
Wedmont Private Capital 0.27% Add +2.7% 27,448 $4.8M
MA Private Wealth 0.88% Reduce -1.7% 26,989 $4.7M
Compass Ion Advisors, LLC 0.58% Add +2.5% 26,976 $4.7M
Laraway Financial Advisors Inc 3.75% Add +0.4% 26,916 $4.7M
Barrett & Company, Inc. 2.04% Add +1.9% 26,905 $4.7M
Clarity Capital Advisors, LLC 3.35% Add +1.8% 26,718 $4.7M
Crown Wealth Group, LLC 2.01% New 26,465 $4.6M
Greystone Financial Group, LLC 0.82% Add +12.7% 26,371 $4.6M
Prospect Financial Services LLC 2.85% Add +17.9% 26,267 $4.6M
Well Done, LLC 0.84% Add +5.0% 26,247 $4.6M
Dentgroup LLC 3.41% Reduce -6.9% 26,110 $4.6M
Thrive Capital Management, LLC 2.14% Reduce -7.3% 26,064 $4.5M
Performance Wealth Partners, LLC 0.16% Add +32.1% 26,021 $4.5M
Bryn Mawr Trust Advisors, LLC 0.24% Add +12.6% 25,644 $4.5M
First Financial Bank - Trust Division 0.41% Reduce -0.7% 25,560 $4.5M
Chesley Taft & Associates LLC 0.21% Reduce -5.8% 25,482 $4.4M
Kiley Juergens Wealth Management, LLC 1.15% Add +8.2% 25,434 $4.4M
Foundations Investment Advisors, LLC 0.09% Reduce -13.9% 25,214 $4.4M
Rehmann Capital Advisory Group 0.29% Reduce -2.9% 24,613 $4.4M
JFS Wealth Advisors, LLC 0.29% Add +7.2% 25,008 $4.4M
Strategic Investment Solutions, Inc. 1.31% Add +1.8% 24,988 $4.4M
Sterling Group Wealth Management, LLC 2.31% Reduce -14.0% 24,965 $4.4M
American Alpha Advisors, LLC 4.08% — 24,930 $4.4M
Ironsides Asset Advisors, LLC 1.26% Add +1.2% 24,812 $4.3M
Empowered Funds, LLC 0.07% Add +1.6% 24,782 $4.3M
Hillcrest Wealth Advisors - NY, LLC 2.13% No change 24,470 $4.3M
Cascade Wealth Advisors, Inc 3.05% Reduce -2.3% 24,438 $4.3M
VitalStone Financial, LLC 2.90% Reduce -7.0% 24,371 $4.3M
Birchcreek Wealth Management, LLC 2.78% Reduce -10.3% 24,319 $4.2M
Ieq Capital, LLC 0.05% Add +4.2% 24,308 $4.2M
Glass Jacobson Investment Advisors llc 1.41% Reduce -0.4% 24,286 $4.2M
Aries Wealth Management 1.16% Add +27.6% 24,198 $4.2M
Great Lakes Advisors, LLC 0.04% Add +0.6% 24,192 $4.2M
Hexagon Capital Partners LLC 0.82% Reduce -4.0% 24,163 $4.2M
United Bank 0.49% Add +7.0% 24,121 $4.2M
Quantinno Capital Management LP 0.05% Add +56.0% 23,957 $4.2M
Auxano Advisors, LLC 1.07% No change 23,625 $4.1M
Culbertson A N & Co. Inc. 0.66% Add +1.4% 23,560 $4.1M
Newton One Investments LLC 1.65% Add +6.6% 23,558 $4.1M
Intelligence Driven Advisers, LLC 0.58% Reduce -1.6% 23,362 $4.1M
Clarius Group, LLC 0.29% Add +1.4% 23,352 $4.1M
Krilogy Financial LLC 0.28% Add +1.1% 23,307 $4.1M
Security Financial Services, INC. 0.83% Reduce -0.2% 23,231 $4.1M
Councilor Wealth, LLC 1.98% Add +7.6% 23,207 $4.1M
Pioneer Wealth Management Group 1.92% Reduce -3.7% 23,067 $4.0M
Prosperity Planning, Inc. 1.79% Reduce -0.6% 23,047 $4.0M
Idaho Trust Co 1.92% Reduce -19.6% 22,804 $4.0M
SageView Advisory Group, LLC 0.20% Reduce -31.8% 22,795 $4.0M
Davidson Trust Co. 2.04% Add +22.9% 22,713 $4.0M
Tobias Financial Advisors, Inc. 0.79% Add +11.3% 22,636 $4.0M
Continuum Advisory, LLC 0.50% Add +8.4% 22,351 $4.0M
Motiv8 Investments LLC 2.64% Add +9.3% 22,419 $3.9M
Prosperitas Financial LLC 2.10% Add +3.9% 22,331 $3.9M
Sawgrass Asset Management LLC 0.41% Reduce -5.4% 22,331 $3.9M
Level Four Advisory Services, LLC 0.16% Reduce -0.9% 22,635 $3.9M
Compass Advisory Group LLC 1.51% Add +6.3% 22,281 $3.9M
Wolf Group Capital Advisors 1.85% Reduce -27.3% 27,359 $3.9M
National Philanthropic Trust 0.07% Add +0.8% 22,268 $3.9M
Disciplined Investments, LLC 1.92% Reduce -4.4% 22,267 $3.9M
NorthStar Asset Management LLC 2.59% Add +0.7% 22,240 $3.9M
Duncan Williams Asset Management, LLC 2.14% New 22,213 $3.9M
McClarren Financial Advisors, Inc. 0.49% Add +73.6% 9,744 $3.9M
First Trust Advisors LP 0.00% New 21,991 $3.8M
Paces Ferry Wealth Advisors, LLC 2.20% Add +0.7% 21,882 $3.8M
Avidian Wealth Enterprises, LLC 0.17% Add +6.9% 21,798 $3.8M
Lake Street Advisors Group, LLC 0.17% Add +0.3% 21,653 $3.8M
Seeds Investor LLC 1.41% Add +43.8% 21,637 $3.8M
Brophy Wealth Management, LLC 1.35% — 21,572 $3.8M
Moisand Fitzgerald Tamayo, LLC 0.52% Reduce -4.0% 21,564 $3.8M
REDW Wealth LLC 0.96% Reduce -4.8% 21,510 $3.8M
Independent Financial Group, LLC 0.14% Reduce -2.1% 21,493 $3.8M
Tacita Capital Inc 2.44% Add +0.1% 21,430 $3.7M
World Investment Advisors 0.12% Add +4.4% 21,396 $3.7M
Oak Harvest Investment Services 0.53% Add +15.9% 21,274 $3.7M
Aua Capital Management, LLC 2.14% Reduce -0.6% 21,218 $3.7M
Old North State Wealth Management, LLC 2.07% Add +5.0% 21,178 $3.7M
TRUE Private Wealth Advisors 0.44% Reduce -2.2% 21,067 $3.7M
Hubbell Strickland Wealth Management, LLC 1.72% Add +0.7% 21,036 $3.7M
Magnus Financial Group LLC 0.37% Reduce -1.9% 21,004 $3.7M
Ami Investment Management Inc. 1.24% Reduce -4.5% 20,987 $3.7M
Carret Asset Management, LLC 0.40% No change 20,930 $3.7M
Level Financial Advisors 1.39% Reduce -18.9% 20,867 $3.6M
Debussy Capital Management LP 1.06% Reduce -1.2% 20,851 $3.6M
Trust Co of the South 0.77% Add +10.7% 20,837 $3.6M
Charter Oak Capital Management, LLC 0.34% Add +7.0% 20,782 $3.6M
Vise Technologies, Inc. 0.46% Add +289.5% 20,736 $3.6M
United Bank 1.67% Reduce -1.3% 20,736 $3.6M
Triune Financial Partners, LLC 1.14% Reduce -3.6% 20,728 $3.6M
Painted Porch Advisors LLC 1.83% Add +22.2% 20,703 $3.6M
Kennicott Capital Management LLC 1.37% Reduce -0.4% 20,496 $3.6M
XML Financial, LLC 0.33% Add +8.1% 20,475 $3.6M
ERn Financial, LLC 0.54% Add +10.7% 20,470 $3.6M
Pallas Capital Advisors LLC 0.15% Add +12.8% 20,388 $3.6M
Lindbrook Capital, LLC 0.31% Reduce -16.8% 20,257 $3.5M
Milestone Investment Advisors LLC 0.99% Add +3.0% 20,236 $3.5M
Main Street Financial Solutions, LLC 0.32% Reduce -0.1% 20,172 $3.5M
NWF Advisory Services Inc. 0.51% Add +0.7% 20,153 $3.5M
Marotta Asset Management 0.69% Add +0.6% 20,119 $3.5M
Coastal Bridge Advisors, LLC 0.87% Reduce -2.5% 20,028 $3.5M
Sanctuary Wealth Management, L.L.C. 2.50% Add +19.5% 20,017 $3.5M
Theory Financial LLC 1.53% Reduce -3.3% 20,208 $3.5M
Strategic Financial Partners, Ltd. 1.77% Add +1.1% 19,831 $3.5M
Insight Advisors, LLC/ PA 0.60% Add +0.1% 19,723 $3.4M
Nicolet Bankshares Inc. 0.69% Reduce -2.5% 19,679 $3.4M
Segment Wealth Management, LLC 0.23% No change 19,590 $3.4M
Emergent Wealth Advisors, LLC 2.53% Add +39.4% 19,563 $3.4M
Salomon & Ludwin, LLC 0.35% Reduce -7.1% 19,508 $3.4M
Cornerstone Advisory, LLC 0.45% Add +0.6% 19,459 $3.4M
Susquehanna International Group, LLP 0.01% Reduce -25.1% 19,361 $3.4M
Summit Trail Advisors, LLC 0.08% Add +3.8% 19,262 $3.4M
Evanson Asset Management, LLC 0.24% Add +5.7% 19,221 $3.4M
GTS Securities LLC 0.07% Add +111.5% 19,200 $3.4M
Glenview Trust Co 0.06% Add +21.4% 19,187 $3.3M
MCF Advisors LLC 0.23% Reduce -0.1% 19,153 $3.3M
AdvisorNet Financial, Inc 0.25% Add +0.9% 19,094 $3.3M
Principle Wealth Partners LLC 0.24% Add +9.7% 19,072 $3.3M
Sage Mountain Advisors LLC 0.28% No change 18,880 $3.3M
Northwest Wealth Management, LLC 0.77% Reduce -1.4% 18,875 $3.3M
Regal Investment Advisors LLC 0.23% Reduce -3.4% 18,756 $3.3M
Citadel Advisors 0.00% Reduce -23.8% 18,744 $3.3M
Sheets Smith Wealth Management 0.40% Add +0.3% 18,698 $3.3M
Empower Advisory Group, LLC 0.01% Reduce -5.1% 18,569 $3.2M
Leavell Investment Management, Inc. 0.16% Add +22.5% 18,560 $3.2M
FDx Advisors, Inc. 0.88% Reduce -0.3% 18,530 $3.2M
Kuhn & Co Investment Counsel 2.76% Reduce -0.2% 18,499 $3.2M
LifePlan Investment Advisors, Inc. 2.06% Add +21.6% 18,434 $3.2M
Carnegie Investment Counsel 0.09% Reduce -3.3% 18,374 $3.2M
Independent Advisor Alliance 0.12% Reduce -38.8% 18,322 $3.2M
Luminvest Wealth Management LLC 1.32% Add +2.2% 18,198 $3.2M
City State Bank 1.16% Add +6.2% 18,163 $3.2M
Wealth Advisory Solutions, LLC 0.87% Add +0.0% 18,118 $3.2M
Moser Wealth Advisors, LLC 1.64% Add +0.0% 18,116 $3.2M
SouthState Bank Corp 0.22% Add +3.1% 18,025 $3.1M
Moneco Advisors, LLC 0.39% Reduce -7.0% 17,863 $3.1M
Chemistry Wealth Management LLC 0.75% Add +4.0% 17,851 $3.1M
Leo Wealth, LLC 0.28% Add +9.7% 17,830 $3.1M
Liberty Wealth Management LLC 0.53% Reduce -4.4% 17,817 $3.1M
Waddell & Associates, LLC 0.37% Reduce -1.3% 17,644 $3.1M
Weitzel Financial Services, Inc. 1.44% Add +4.6% 17,683 $3.1M
Hilltop Holdings Inc. 0.20% Add +210.7% 17,558 $3.1M
Advisory Alpha, LLC 0.11% Reduce -5.9% 17,547 $3.1M
Prostatis Group LLC 1.00% Reduce -29.6% 17,481 $3.1M
Stonegate Investment Group, LLC 0.08% Add +110.0% 17,404 $3.0M
Clear Creek Financial Management, LLC 0.34% Reduce -15.4% 17,300 $3.0M
Hurlow Wealth Management Group, Inc. 0.94% Reduce -0.1% 17,236 $3.0M
Amara Financial, Llc. 2.88% — 17,231 $3.0M
Global Trust Asset Management, LLC 1.11% Reduce -1.5% 17,219 $3.0M
Marcum Wealth, LLC 0.28% Reduce -6.7% 17,206 $3.0M
Blueprint Investment Partners LLC 0.54% Add +21.8% 17,148 $3.0M
Tidal Investments LLC 0.03% Add +19.4% 17,096 $3.0M
Aspen Grove Capital, LLC 0.66% Reduce -1.3% 17,049 $3.0M
Acas, LLC 2.45% Reduce -3.9% 17,026 $3.0M
NORTHSTAR ASSET MANAGEMENT Co 0.68% Add +5.9% 17,015 $3.0M
Marvin & Palmer Associates Inc. 2.49% New 17,010 $3.0M
Walter & Keenan Wealth Management LLC /in/ 0.90% Add +0.6% 16,902 $3.0M
Fonville Wealth Management LLC 1.02% Add +1.8% 16,849 $2.9M
Forza Wealth Management, LLC 1.35% No change 16,825 $2.9M
Centered Wealth LLC dba Miller Equity Capital Advisors 1.14% No change 16,802 $2.9M
Tocqueville Asset Management L.P. 0.05% Add +0.0% 16,767 $2.9M
McAdam, LLC 0.16% Reduce -3.3% 16,758 $2.9M
BKM Wealth Management, LLC 1.19% Add +4.0% 16,733 $2.9M
Old National Bancorp 0.07% Reduce -1.5% 16,713 $2.9M
Ritholtz Wealth Management 0.09% Add +116.6% 16,710 $2.9M
Monument Group Wealth Advisors, LLC 1.75% Reduce -0.4% 16,667 $2.9M
Autumn Glory Partners, LLC 1.12% Reduce -0.5% 16,651 $2.9M
SeaCrest Wealth Management, LLC 0.31% Add +14.3% 16,515 $2.9M
Strategic Financial Concepts, LLC 0.92% Reduce -99.4% 16,513 $2.9M
MV Capital Management, Inc. 0.30% Reduce -0.1% 16,427 $2.9M
Sageworth Trust Co of South Dakota 3.64% No change 16,307 $2.8M
Renaissance Technologies 0.00% New 16,300 $2.8M
Smartleaf Asset Management LLC 0.34% Add +16.7% 16,332 $2.8M
Parsons Capital Management Inc. 0.18% Add +3.5% 16,204 $2.8M
Balentine LLC 0.11% Add +67.6% 16,201 $2.8M
Webster Bank, N. A. 0.30% Add +39.9% 16,141 $2.8M
Wells Trecaso Financial Group, LLC 0.92% Reduce -0.3% 16,058 $2.8M
MSH Capital Advisors LLC 0.85% Add +1.7% 15,977 $2.8M
CWA Asset Management Group, LLC 0.15% — 15,957 $2.8M
Global Wealth Management Investment Advisory, Inc. 0.60% Reduce -3.2% 15,928 $2.8M
Thoroughbred Financial Services, LLC 0.18% Add +5.0% 15,875 $2.8M
Johnson Financial Group, Inc. 0.13% Add +179.3% 15,830 $2.8M
Intrua Financial, LLC 0.45% Add +1.9% 15,813 $2.8M
Encompass More Asset Management 1.05% New 15,733 $2.7M
Pacific Financial Group Inc. 2.01% Reduce -3.1% 15,716 $2.7M
Conrad Siegel Investment Advisors, Inc. 0.74% Reduce -39.0% 15,615 $2.7M
Regions Financial Corp. 0.02% Reduce -4.7% 15,575 $2.7M
Welch & Forbes LLC 0.03% No change 15,569 $2.7M
Maia Wealth LLC 0.67% Add +3.8% 15,486 $2.7M
Hart & Patterson Financial Group LLC 1.28% Add +6.2% 15,510 $2.7M
Wilson & Boucher Capital Management, LLC 1.86% Add +0.6% 15,476 $2.7M
Hudock, Inc. 0.47% Add +0.8% 15,453 $2.7M
LifeSteps Financial, Inc. 2.11% Add +0.2% 15,446 $2.7M
Gilliland Jeter Wealth Management LLC 0.87% No change 15,402 $2.7M
Howard Wealth Management, LLC 1.56% Reduce -3.3% 15,354 $2.7M
Litman Gregory Wealth Management LLC 0.22% Add +5.3% 15,226 $2.7M
WESCAP Management Group, Inc. 0.66% Reduce -0.3% 15,186 $2.7M
WoodTrust Financial Corp 0.38% Add +5.6% 15,156 $2.6M
Western Wealth Management, LLC 0.15% Reduce -5.7% 15,128 $2.6M
StoneX Group Inc. 0.19% Reduce -2.3% 15,044 $2.6M
Sagace Wealth Management LLC 2.03% Add +11.9% 14,769 $2.6M
Acropolis Investment Management, LLC 0.15% Add +0.1% 15,013 $2.6M
Ade, LLC 1.60% Add +2.1% 14,911 $2.6M
Rockbridge Investment Management, LCC 0.34% Reduce -2.7% 14,870 $2.6M
Tradition Wealth Management, LLC 0.23% Add +0.0% 14,789 $2.6M
Peterson Wealth Services 0.82% Reduce -11.5% 14,774 $2.6M
Beacon Financial Advisory LLC 0.88% Add +14.9% 14,770 $2.6M
Plancorp, LLC 0.10% Add +1.2% 14,746 $2.6M
Smith, Moore & Co. 0.25% Add +1.7% 14,732 $2.6M
Belpointe Asset Management LLC 0.15% Add +112.7% 14,706 $2.6M
Northeast Investment Management 0.11% Add +7.0% 14,650 $2.6M
Granite Harbor Advisors, Inc. 1.51% No change 14,628 $2.6M
TFB Advisors LLC 0.76% Reduce -3.7% 14,614 $2.6M
Mayflower Financial Advisors, LLC 0.38% Reduce -6.2% 14,545 $2.5M
Keebeck Wealth Management 0.37% Reduce -0.5% 14,448 $2.5M
Private Wealth Group, LLC 1.25% Reduce -15.0% 14,368 $2.5M
Paragon Private Wealth Management, LLC 1.24% Add +0.7% 14,337 $2.5M
PGIM Custom Harvest LLC 0.05% Add +21.4% 14,328 $2.5M
Apeiron RIA LLC 0.72% Add +3.6% 14,306 $2.5M
Shepherd Financial Partners LLC 0.30% Add +0.1% 14,200 $2.5M
Lavaca Capital LLC 1.19% New 14,200 $2.5M
West Bancorporation Inc. 1.65% Reduce -1.4% 14,132 $2.5M
SpiderRock Advisors, LLC 0.05% Add +56.0% 14,104 $2.5M
Pinnacle Financial Partners Inc 0.05% Add +15.2% 13,898 $2.4M
Greenleaf Trust 0.02% Reduce -0.2% 13,849 $2.4M
Jacobi Capital Management LLC 0.18% Add +1.9% 13,826 $2.4M
Hilltop National Bank 0.73% Reduce -3.1% 13,770 $2.4M
GC Wealth Management RIA, LLC 0.42% Reduce -8.1% 13,749 $2.4M
Truepoint, Inc. 0.06% Reduce -0.9% 13,720 $2.4M
Cookson Peirce & Co. Inc. 0.11% Reduce -1.2% 13,645 $2.4M
Narus Financial Partners, LLC 0.85% Add +7.5% 13,596 $2.4M
Apexium Financial, LP 0.16% Reduce -12.6% 13,565 $2.4M
Abich Financial Wealth Management LLC 5.30% Reduce -39.9% 13,520 $2.4M
Sonoma Private Wealth LLC 3.65% Reduce -3.4% 13,407 $2.3M
Prudential Financial Inc. 0.00% Reduce -12.0% 13,402 $2.3M
Journey Advisory Group, LLC 0.28% No change 14,534 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -5.8% 13,307 $2.3M
SOA Wealth Advisors, LLC. 0.44% Reduce -3.8% 13,301 $2.3M
Twin Focus Capital Partners, LLC 0.37% Add +0.0% 13,301 $2.3M
AQR Capital Management 0.00% Add +317.6% 13,227 $2.3M
Alpine Bank Wealth Management 0.37% — 13,220 $2.3M
Stage Harbor Financial, LLC 2.09% Reduce -28.2% 12,986 $2.3M
Ashton Thomas Securities, LLC 0.44% Add +0.7% 13,095 $2.3M
Wells Financial Advisors INC 3.09% Reduce -3.5% 13,086 $2.3M
Money Concepts Capital Corp. 0.17% Add +3.6% 13,051 $2.3M
GPS Wealth Strategies Group, LLC 0.30% Reduce -9.8% 13,033 $2.3M
Tritonpoint Wealth, LLC 0.21% Reduce -15.8% 13,060 $2.3M
RCS Financial Planning, LLC 1.26% Reduce -11.6% 12,966 $2.3M
Probity Advisors, Inc. 0.43% Add +0.4% 12,923 $2.3M
Keel Point, LLC 0.19% Reduce -0.8% 12,906 $2.3M
Capstone Wealth Management Group, LLC 1.33% Add +4.2% 12,894 $2.3M
Moors & Cabot, Inc. 0.11% Add +16.9% 12,866 $2.2M
Private Trust Co. NA 0.23% Reduce -0.7% 12,843 $2.2M
Atlas Brown,Inc. 0.78% Reduce -28.6% 12,830 $2.2M
United Advisor Group, LLC 0.51% Add +9.9% 12,828 $2.2M
TAGStone Capital, Inc. 1.14% Add +15.1% 12,808 $2.2M
Lake Hills Wealth Management, LLC 1.49% Reduce -4.3% 12,784 $2.2M
KMG Fiduciary Partners, LLC 0.19% Add +0.0% 12,756 $2.2M
Blue Barn Wealth, LLC 1.14% Reduce -1.0% 12,675 $2.2M
Crestwood Advisors Group, LLC 0.04% Reduce -0.6% 12,643 $2.2M
Asset Dedication, LLC 0.15% Reduce -2.3% 12,642 $2.2M
Axxcess Wealth Management, LLC 0.06% Add +10.4% 12,634 $2.2M
Verum Partners LLC 0.64% Reduce -1.4% 12,423 $2.2M
Zions Bancorporation, N.A. 0.16% No change 12,402 $2.2M
Meeder Advisory Services, Inc. 0.14% Add +81.2% 12,340 $2.2M
Millennium Management 0.00% Reduce -71.6% 12,322 $2.2M
Rollins Financial Advisors, LLC 0.36% Add +4.6% 12,292 $2.1M
PFG Investments, LLC 0.14% Add +3.2% 12,264 $2.1M
Evergreen Wealth Management, LLC 1.29% Reduce -19.9% 12,252 $2.1M
Amplius Wealth Advisors, LLC 0.23% Reduce -1.1% 12,203 $2.1M
Next Level Private LLC 0.87% Add +0.8% 12,175 $2.1M
North Star Investment Management Corp. 0.15% Reduce -0.5% 12,169 $2.1M
LM Advisors LLC 0.44% Reduce -21.5% 13,486 $2.1M
Evermay Wealth Management LLC 0.34% Reduce -0.8% 12,153 $2.1M
Signal Advisors Wealth, LLC 0.30% New 12,139 $2.1M
MilWealth Group LLC 0.62% Reduce -2.4% 12,134 $2.1M
Colorado Capital Management, Inc. 1.04% Reduce -15.6% 12,105 $2.1M
Wiser Advisor Group LLC 3.15% Reduce -1.4% 12,097 $2.1M
Keybank National Association 0.01% Reduce -0.7% 12,019 $2.1M
Anchor Investment Management, LLC 0.20% Add +10.6% 11,983 $2.1M
Becker Capital Management Inc. 0.07% Reduce -0.9% 11,969 $2.1M
Migdal Insurance & Financial Holdings Ltd. 0.03% Add +10.0% 11,954 $2.1M
Choate Investment Advisors 0.05% No change 11,936 $2.1M
Alta Wealth Advisors LLC 0.95% Add +4.2% 11,930 $2.1M
Sensible Financial Planning & Management, LLC. 0.41% Reduce -2.0% 11,862 $2.1M
Larson Financial Group LLC 0.12% Add +1.9% 11,857 $2.1M
Maripau Wealth Management LLC 1.78% Reduce -10.8% 11,789 $2.1M
Bernardo Wealth Planning LLC 0.49% Add +3.4% 11,484 $2.0M
WMS Partners, LLC 0.11% Add +74.2% 11,657 $2.0M
Stonehearth Capital Management, LLC 0.80% Add +0.6% 11,545 $2.0M
Covenant Asset Management, LLC 0.45% Reduce -3.5% 11,505 $2.0M
Aptus Capital Advisors, LLC 0.03% Add +9.7% 11,494 $2.0M
SIMA Wealth Partners, LLC 1.73% Reduce -4.6% 11,412 $2.0M
North Star Asset Management Inc. 0.09% Reduce -1.1% 11,325 $2.0M
Hanover Advisors Inc. 0.83% Reduce -3.2% 11,310 $2.0M
PDS Planning, Inc 0.17% Add +13.1% 11,159 $1.9M
Camelot Portfolios, LLC 1.91% Reduce -18.4% 11,135 $1.9M
Beaird Harris Wealth Management, LLC 0.17% Reduce -0.6% 11,120 $1.9M
Alpha Cubed Investments, LLC 0.09% Reduce -3.5% 11,093 $1.9M
GHP Investment Advisors, Inc. 0.09% Reduce -3.9% 11,012 $1.9M
Planning Directions Inc. 1.13% Reduce -2.2% 10,845 $1.9M
Broadleaf Partners, LLC 0.45% Add +1.1% 10,844 $1.9M
Joel Isaacson & Co., LLC 0.09% Add +16.6% 10,752 $1.9M
Sandy Spring Bank 0.08% Reduce -0.7% 10,731 $1.9M
Taylor Financial Group, Inc. 1.29% Add +15.7% 10,711 $1.9M
Nixon Peabody Trust Co. 0.16% No change 10,685 $1.9M
Alamar Capital Management, LLC 1.03% Add +47.4% 10,633 $1.9M
Old Mission Capital LLC 0.04% Reduce -39.3% 10,619 $1.9M
Archvest Wealth Advisors, Inc. 1.17% Add +12.2% 10,598 $1.9M
Valley Forge Investment Consultants Inc. Adv 0.64% Add +1.0% 10,580 $1.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.42% Reduce -0.8% 10,491 $1.8M
Ted Buchan & Co 0.87% Reduce -37.2% 10,490 $1.8M
RTD Financial Advisors, Inc. 0.23% Reduce -0.8% 10,478 $1.8M
Bridges Investment Management Inc. 0.03% Reduce -5.7% 10,433 $1.8M
Gradient Capital Advisors, LLC 0.60% Add +10.1% 10,372 $1.8M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -1.1% 10,322 $1.8M
Root Financial Partners, LLC 0.29% Add +47.9% 10,313 $1.8M
Members Advisory Group LLC 0.90% New 10,306 $1.8M
Jackson Hole Capital Partners, LLC 0.37% No change 10,263 $1.8M
AIMZ Investment Advisors, LLC 0.61% Reduce -2.4% 10,239 $1.8M
Maxwell Wealth Strategies Inc. 0.76% Reduce -3.2% 10,247 $1.8M
Mraz, Amerine & Associates, Inc. 0.32% Reduce -14.4% 10,175 $1.8M
Lifeworks Advisors, LLC 0.35% New 10,163 $1.8M
Badgley Phelps Wealth Managers, LLC 0.04% Add +15.3% 10,156 $1.8M
Circle Wealth Management, LLC 0.04% No change 10,147 $1.8M
Flputnam Investment Management Co. 0.03% Reduce -0.6% 10,103 $1.8M
Jaffetilchin Investment Partners, LLC 0.13% Add +25.8% 10,133 $1.8M
Fortitude Advisory Group L.L.C. 1.11% Add +1.1% 10,123 $1.8M
Keb Asset Management, LLC 0.53% Add +0.3% 10,026 $1.8M
Deutsche Bank AG 0.00% Add +12.1% 10,018 $1.7M
Lion Street Advisors, LLC 0.61% Reduce -15.2% 9,996 $1.7M
North Ridge Wealth Advisors, Inc. 1.18% No change 9,971 $1.7M
Carmichael Hill & Associates, Inc. 0.64% Add +4.1% 9,944 $1.7M
Arbor Investment Advisors, LLC 0.23% Reduce -2.0% 9,941 $1.7M
Peterson Wealth Advisors, LLC 0.33% Add +1.2% 9,937 $1.7M
Center for Financial Planning, Inc. 0.23% Reduce -10.0% 9,916 $1.7M
Capital Advisors Wealth Management, LLC 0.32% Add +21.1% 9,910 $1.7M
New Wave Wealth Advisors LLC 0.79% Reduce -7.8% 9,863 $1.7M
Heritage Oak Wealth Advisors LLC 0.79% Add +359.0% 9,863 $1.7M
Blodgett Wealth Advisors, LLC 1.45% Reduce -4.7% 9,861 $1.7M
Integrated Advisors Network LLC 0.08% Add +0.2% 9,861 $1.7M
GAMMA Investing LLC 0.17% Add +1.2% 9,859 $1.7M
RDA Financial Network 0.53% Add +1.1% 9,821 $1.7M
Compound Planning, Inc. 0.11% Add +14.0% 9,786 $1.7M
Florida Trust Wealth Management Co 0.05% Add +24.7% 9,743 $1.7M
Alliance Wealth Advisors, LLC 0.98% Reduce -0.9% 9,710 $1.7M
Diversified, LLC 0.19% Add +2.6% 9,674 $1.7M
Diversified Enterprises, LLC 0.19% — 9,674 $1.7M
Accurate Wealth Management, LLC 0.34% Reduce -14.3% 9,535 $1.7M
Key Financial Inc 0.37% Add +2.4% 9,621 $1.7M
Verus Capital Partners, LLC 0.16% Add +1.0% 9,539 $1.7M
BOS Asset Management, LLC 0.61% Add +0.9% 9,494 $1.7M
Patriot Investment Management Group, Inc. 0.12% Reduce -4.1% 9,434 $1.6M
American Institute for Advanced Investment Management, LLP 1.18% Reduce -4.5% 9,416 $1.6M
Verity Asset Management, Inc. 0.62% Add +13.8% 9,368 $1.6M
GenWealth Group, Inc. 0.38% Reduce -7.4% 9,366 $1.6M
Soltis Investment Advisors LLC 0.16% Add +2.4% 9,343 $1.6M
Sandy Cove Advisors, LLC 0.66% Reduce -8.9% 9,304 $1.6M
First Commonwealth Financial Corp 0.39% Reduce -18.8% 9,283 $1.6M
WNY Asset Management, LLC 0.19% Add +4.6% 9,279 $1.6M
Cypress Point Wealth Management, LLC 0.63% Add +0.6% 9,244 $1.6M
Vantage Financial Partners, LLC 0.40% Reduce -3.2% 9,190 $1.6M
Householder Group Estate & Retirement Specialist, LLC 0.47% Reduce -9.5% 9,191 $1.6M
Capital Investment Advisors, LLC 0.03% Add +1.1% 9,175 $1.6M
Wimmer Associates 1, LLC 0.78% No change 9,151 $1.6M
LifePro Asset Management 0.98% Reduce -6.4% 9,148 $1.6M
Quadrant Capital Group LLC 0.11% No change 9,090 $1.6M
Fiduciary Trust Co 0.02% Add +93.7% 9,073 $1.6M
First National Corp. /Ma/ 0.35% Add +3.8% 9,049 $1.6M
Howland Capital Management LLC 0.07% No change 9,047 $1.6M
One Day In July LLC 0.18% Reduce -2.8% 9,044 $1.6M
4Thought Financial Group Inc. 0.97% Add +202.3% 9,034 $1.6M
Roffman Miller Associates Inc. 0.10% Add +0.6% 9,016 $1.6M
Winthrop Advisory Group LLC 0.19% Add +13.0% 8,999 $1.6M
Executive Wealth Management, LLC 0.12% New 8,997 $1.6M
Coppell Advisory Solutions LLC 0.23% Add +1.0% 8,969 $1.6M
Index Fund Advisors, Inc. 0.08% Reduce -2.1% 8,889 $1.6M
Clarity Capital Partners LLC 0.92% Add +10.4% 8,884 $1.6M
Carolinas Wealth Consulting LLC 0.28% Add +23.0% 8,881 $1.6M
Kelman-Lazarov, Inc. 0.26% Add +0.6% 8,817 $1.5M
Haverford Trust Co 0.01% Reduce -0.2% 8,720 $1.5M
CRA Financial Services, LLC 0.28% Add +6.3% 8,692 $1.5M
Embree Financial Group 0.27% Add +0.7% 8,661 $1.5M
Lane & Associates LLC 0.82% Add +1.6% 8,629 $1.5M
Titleist Asset Management, LLC 0.22% Add +61.5% 8,597 $1.5M
Curran Financial Partners, LLC 0.43% Add +11.4% 8,594 $1.5M
Prosperity Consulting Group, LLC 0.12% Add +1.7% 8,592 $1.5M
Merriman Wealth Management, LLC 0.06% Reduce -8.4% 8,567 $1.5M
Daymark Wealth Partners, LLC 0.06% Reduce -2.1% 8,563 $1.5M
Alpha Financial Partners LLC 1.06% New 8,520 $1.5M
Ehrlich Financial Group 1.06% Reduce -8.1% 8,520 $1.5M
Hartford Funds Management Co LLC 0.14% Add +50.1% 8,459 $1.5M
Marks Group Wealth Management, Inc 0.14% Reduce -0.5% 8,430 $1.5M
Summit Investment Advisory Services, LLC 0.78% New 8,414 $1.5M
Cypress Capital, LLC 0.38% Add +28.3% 8,362 $1.5M
Moloney Securities Asset Management, LLC 0.20% Add +3.5% 8,324 $1.5M
Avalon Capital Management 0.44% New 8,271 $1.4M
Silverleafe Capital Partners, LLC 0.51% Reduce -83.1% 8,233 $1.4M
PBMares Wealth Management LLC 0.30% Add +4.8% 8,231 $1.4M
Wolff Financial Management LLC 0.39% New 8,209 $1.4M
Freestone Capital Holdings, LLC 0.05% Add +163.2% 8,162 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +21.7% 8,142 $1.4M
Vident Advisory, LLC 0.04% Add +0.7% 8,141 $1.4M
Princeton Global Asset Management LLC 0.28% Add +305.1% 8,135 $1.4M
FinTrust Capital Advisors, LLC 0.24% Add +2.4% 8,131 $1.4M
Silver Oak Securities, Incorporated 0.15% Add +15.3% 8,369 $1.4M
Taylor Hoffman Capital Management LLC 0.54% — 8,216 $1.4M
Forefront Analytics, LLC 0.66% Reduce -0.6% 8,069 $1.4M
FFT Wealth Management LLC 0.11% Reduce -2.5% 8,064 $1.4M
St Germain D J Co. Inc. 0.06% Add +5.9% 8,053 $1.4M
First Bancorp, Inc 0.98% No change 8,044 $1.4M
RS Crum Inc. 0.33% Reduce -1.5% 8,005 $1.4M
Columbus Macro, LLC 0.51% Add +14.3% 8,000 $1.4M
Platform Technology Partners 0.44% Reduce -0.2% 7,984 $1.4M
New England Private Wealth Advisors LLC 0.22% Add +0.4% 7,970 $1.4M
Advocate Group LLC 0.25% Add +6.4% 7,948 $1.4M
Team Hewins, LLC 0.53% No change 7,934 $1.4M
Caitlin John, LLC 0.89% Add +7.1% 7,771 $1.4M
Keystone Wealth Services, LLC 0.38% Add +22.9% 7,833 $1.4M
Hoxton Planning & Management, LLC 0.53% Reduce -0.7% 7,814 $1.4M
PAX Financial Group, LLC 0.24% Reduce -4.8% 7,810 $1.4M
TAP Consulting, LLC 0.27% Add +1.1% 7,807 $1.4M
Norden Group LLC 0.16% Add +31.2% 7,798 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +63.6% 7,757 $1.4M
Galvin, Gaustad & Stein, LLC 0.12% Add +3.5% 7,707 $1.3M
Newman Dignan & Sheerar, Inc. 0.32% Reduce -0.8% 7,683 $1.3M
Evernest Financial Advisors, LLC 0.36% Reduce -7.8% 7,674 $1.3M
Southland Equity Partners LLC 0.32% Reduce -48.6% 7,608 $1.3M
MidAtlantic Capital Management, Inc. 0.97% Add +7.0% 7,596 $1.3M
Wealth Management Resources, Inc. 0.53% Add +18.6% 7,582 $1.3M
O'Connor Financial Group LLC 0.69% Reduce -16.3% 7,573 $1.3M
Evolution Wealth Advisors, LLC 0.24% Add +26.0% 7,552 $1.3M
Investments & Financial Planning, LLC 0.83% Reduce -0.3% 7,543 $1.3M
Mission Creek Capital Partners, Inc. 0.31% Add +8.4% 7,525 $1.3M
Barnes Pettey Financial Advisors, LLC 1.04% Add +52.1% 7,477 $1.3M
Carlson Capital Management 0.06% Reduce -3.7% 7,472 $1.3M
Diversify Advisory Services, LLC 0.07% Add +1.7% 7,294 $1.3M
Centaurus Financial, Inc. 0.08% Reduce -78.9% 7,227 $1.3M
Pine Harbor Wealth Management, LLC 0.63% Reduce -42.2% 7,222 $1.3M
Roberts Glore & Co. Inc. 0.36% Add +0.8% 7,212 $1.3M
Summit Financial Strategies, Inc. 0.14% Add +3.8% 7,166 $1.3M
Orcam Financial Group 1.21% Add +34.1% 7,159 $1.2M
Scotia Capital Inc. 0.01% Add +3.2% 7,150 $1.2M
Procyon Advisors, LLC 0.09% Add +18.8% 7,145 $1.2M
Certus Wealth Management, LLC 0.87% Reduce -67.3% 7,131 $1.2M
Round Rock Advisors LLC 0.29% Reduce -3.0% 7,036 $1.2M
Elios Financial Group Inc. 0.56% — 6,999 $1.2M
Founders Financial Alliance, LLC 0.34% Add +1.4% 6,984 $1.2M
Cozad Asset Management Inc. 0.12% Add +1.9% 6,980 $1.2M
Wealth Alliance, LLC 0.15% Reduce -10.0% 6,973 $1.2M
Longview Financial Advisors, Inc. 0.89% Add +0.0% 6,968 $1.2M
Tennessee Valley Asset Management Partners 0.20% Add +0.0% 6,896 $1.2M
Vawter Financial, Ltd. 0.74% Add +6.1% 6,927 $1.2M
Beacon Capital Management, LLC 0.17% Reduce -10.5% 6,919 $1.2M
Wealthstream Advisors, Inc. 0.22% Add +1.1% 6,907 $1.2M
Essex LLC 0.25% Add +16.1% 6,893 $1.2M
High Net Worth Advisory Group LLC 0.33% Add +15.2% 6,860 $1.2M
Burns J W & Co. Inc. 0.15% Reduce -0.7% 6,823 $1.2M
Kelly Financial Services LLC 0.44% Add +0.3% 6,820 $1.2M
JFG Wealth Management, LLC 0.33% Add +87.2% 6,789 $1.2M
GM Advisory Group, LLC 0.07% Add +23.2% 6,789 $1.2M
Two Sigma Securities, LLC 0.09% Reduce -19.4% 6,750 $1.2M
CIC Wealth, LLC 0.30% Add +0.7% 6,748 $1.2M
King Wealth Management Group 0.18% Reduce -57.5% 6,738 $1.2M
Parkside Financial Bank & Trust 0.16% Reduce -0.2% 6,729 $1.2M
Harmony Asset Management LLC 0.43% Add +18.0% 6,704 $1.2M
Roof Eidam Maycock Peralta, LLC 0.30% Add +219.2% 6,703 $1.2M
RiverFront Investment Group, LLC 0.03% Reduce -1.5% 6,703 $1.2M
Fielder Capital Group LLC 0.39% Reduce -27.3% 6,677 $1.2M
Sugarloaf Wealth Management, LLC 0.20% Add +9.4% 6,671 $1.2M
Financial Perspectives, Inc 0.40% Add +0.9% 6,636 $1.2M
FineMark National Bank & Trust 0.04% Add +43.7% 6,627 $1.2M
Castlekeep Investment Advisors LLC 0.79% No change 6,623 $1.2M
Banco Santander, S.A. 0.01% Reduce -12.1% 6,609 $1.2M
CORDA Investment Management, LLC. 0.09% New 6,607 $1.2M
FSA Wealth Management LLC 0.46% — 6,603 $1.2M
Bowman & Co S.C. 0.61% Reduce -6.6% 6,586 $1.1M
Rede Wealth, LLC 0.44% Add +4.2% 6,576 $1.1M
Global Financial Private Client, LLC 0.45% No change 6,562 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -24.2% 6,561 $1.1M
Smithfield Trust Co 0.06% Reduce -31.2% 6,560 $1.1M
Operose Advisors LLC 0.37% Add +359.2% 6,521 $1.1M
Econ Financial Services Corp 0.64% Reduce -57.9% 6,509 $1.1M
Clark Capital Management Group, Inc. 0.01% Add +8.2% 6,502 $1.1M
Absolute Capital Management, LLC 0.67% Add +12.0% 6,460 $1.1M
American Trust 0.09% Add +15.1% 6,456 $1.1M
VeraBank, N.A. 0.33% Add +0.2% 6,409 $1.1M
Berkeley Capital Partners, LLC 0.32% Reduce -0.7% 6,404 $1.1M
WP Advisors, LLC 0.41% Reduce -5.5% 6,394 $1.1M
Chatham Capital Group, Inc. 0.18% Add +6.7% 6,360 $1.1M
Boston Partners 0.00% Add +14.0% 6,350 $1.1M
Canvas Wealth Advisors, LLC 0.31% Add +5.3% 6,337 $1.1M
Wrapmanager Inc. 0.29% Add +4.3% 6,332 $1.1M
Brave Asset Management Inc. 0.27% No change 6,327 $1.1M
Kraft, Davis & Associates, LLC 0.33% Reduce -4.6% 6,394 $1.1M
Ardent Capital Management, Inc. 0.50% No change 6,315 $1.1M
Endowment Wealth Management, Inc. 0.72% Reduce -3.4% 6,299 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -1.5% 6,292 $1.1M
Wealth Management Partners, LLC 0.51% No change 6,268 $1.1M
Dark Forest Capital Management LP 0.14% Add +63.1% 6,255 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.11% Add +4.5% 6,232 $1.1M
Montecito Bank & Trust 0.18% No change 6,210 $1.1M
Forum Financial Management, LP 0.02% Add +13.1% 6,208 $1.1M
FSC Wealth Advisors, LLC 0.78% Add +13.4% 6,184 $1.1M
JT Stratford LLC 0.18% Add +1.7% 6,153 $1.1M
Summit Financial Wealth Advisors, LLC 0.20% New 6,149 $1.1M
Aspen Wealth Management LLC 0.33% Add +0.5% 6,140 $1.1M
Rather & Kittrell, Inc. 0.26% Add +41.9% 6,135 $1.1M
Teachers Insurance & Annuity Association of America 1.63% — 6,126 $1.1M
Battery Global Advisors, LLC 0.58% No change 6,113 $1.1M
Arete Wealth Advisors, LLC 0.09% Reduce -29.3% 6,095 $1.1M
Pinnacle Financial Group, LLC / IL 0.42% Add +4.7% 6,080 $1.1M
Veltria Advisors Corp. 0.42% Add +54.3% 6,066 $1.1M
Fiduciary Financial Group, LLC 0.24% Add +17.6% 6,075 $1.1M
Peak Financial Management, Inc. 0.31% Reduce -0.1% 6,011 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -0.5% 6,005 $1.0M
Petix & Botte Co 0.28% Add +0.1% 5,998 $1.0M
Private Client Services, LLC 0.56% Add +0.2% 5,981 $1.0M
First National Trust Co 0.04% Add +5.2% 5,980 $1.0M
Dana Investment Advisors, Inc. 0.03% Reduce -0.5% 5,947 $1.0M
Lanark Financial, Inc. 0.09% Add +1.0% 5,946 $1.0M
Ascentis Independent Advisors 0.16% Add +47.3% 5,929 $1.0M
Patron Partners, LLC 0.57% Add +0.8% 5,917 $1.0M
Country Club Bank 0.07% Reduce -5.5% 5,937 $1.0M
Selective Wealth Management, Inc. 0.43% No change 5,949 $1.0M
Redwood Financial Network Corp 0.80% Add +3.5% 5,891 $1.0M
Retirement Income Solutions, Inc. 0.23% No change 5,873 $1.0M
Unconventional Investor, LLC 0.64% Add +1.2% 5,863 $1.0M
Cedar Mountain Advisors, LLC 0.23% Add +663.4% 5,832 $1.0M
Barry Investment Advisors, LLC 0.31% Add +0.5% 5,825 $1.0M
Lam Group, Inc. 0.72% Reduce -0.8% 5,815 $1.0M
Arrow Investment Advisors, LLC 0.94% New 5,803 $1.0M
Pinnacle Bancorp, Inc. 0.27% Add +0.7% 5,799 $1.0M
MB Generational Wealth, LLC 0.73% No change 5,781 $1.0M
Foster & Motley Inc. 0.06% Reduce -1.7% 5,749 $1.0M
Abbot Financial Management, Inc. 0.50% Reduce -3.9% 5,731 $1.0M
Cibc World Market Inc. 0.00% Reduce -26.6% 5,728 $1.0M
Noesis Capital Mangement Corp. 0.20% Reduce -51.7% 5,725 $999K
626 Financial, LLC 0.55% No change 5,713 $997K
Diligent Investors, LLC 0.23% Reduce -12.2% 5,711 $997K
Fort Sheridan Advisors LLC 0.15% Add +11.3% 5,703 $996K
CGC Financial Services, LLC 0.40% No change 5,692 $994K
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,670 $990K
Gould Asset Management LLC 0.21% Add +2.7% 5,669 $990K
Onyx Bridge Wealth Group LLC 0.15% Add +10.9% 5,662 $988K
Walkner Condon Financial Advisors LLC 0.20% Add +0.1% 5,634 $984K
Inspirion Wealth Advisors, LLC 0.14% No change 5,629 $983K
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +28.2% 5,626 $982K
James J. Burns & Company, LLC 0.18% Add +4.0% 5,601 $978K
Creekside Partners 0.50% Add +0.2% 5,583 $975K
Alaska Wealth Advisors, LLC 0.15% Reduce -0.1% 5,564 $971K
Bull Oak Capital, LLC 0.56% New 5,542 $967K
Simplicity Wealth,LLC 0.09% Reduce -99.0% 5,525 $964K
My Legacy Advisors, LLC 0.38% Reduce -40.6% 5,520 $964K
SignalPoint Asset Management, LLC 0.22% Reduce -1.9% 5,525 $961K
Olde Wealth Management, LLC 0.34% Reduce -0.7% 5,456 $952K
Thompson Davis & Co., Inc. 0.70% Reduce -2.8% 5,446 $951K
Squire Investment Management Company, LLC 0.45% Add +5.8% 5,429 $948K
Atticus Wealth Management, LLC 0.30% Add +0.1% 5,424 $947K
Checchi Capital Advisers, LLC 0.07% Add +10.3% 5,423 $947K
Kestra Investment Management, LLC 0.04% Reduce -93.1% 5,401 $943K
TFC Financial Management, Inc. 0.15% Add +0.1% 5,401 $943K
Keener Financial Planning LLC 0.61% Reduce -5.5% 5,365 $936K
Headinvest, LLC 0.17% No change 5,336 $932K
Weaver Consulting Group 0.30% Add +10.1% 5,331 $931K
Colonial Trust Co / SC 0.14% Add +40.3% 5,321 $929K
Shufro Rose & Co. LLC 0.08% No change 5,757 $924K
Capital Management Associates, Inc 0.38% Add +0.7% 5,276 $921K
Waterfront Wealth Inc. 0.23% Add +24.8% 5,280 $919K
Annandale Capital, LLC 0.18% No change 5,261 $918K
Cobblestone Capital Advisors LLC 0.05% No change 5,244 $915K
Tyler-Stone Wealth Management 0.17% Add +465.9% 5,229 $913K
Brown Miller Wealth Management, LLC 0.35% No change 5,220 $911K
Cape Cod Five Cents Savings Bank 0.08% Add +73.0% 5,212 $910K
Monterey Private Wealth, Inc. 0.31% Reduce -0.6% 5,211 $910K
Silver Oak Advisory Group, Inc. 0.47% Add +0.1% 5,208 $909K
Stelac Advisory Services LLC 0.37% No change 5,200 $908K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.35% Add +21.3% 5,286 $908K
Talisman Wealth Advisors LLC 0.95% Add +0.5% 5,189 $903K
Cohen Investment Advisors LLC 0.55% Add +3.9% 5,169 $902K
Ironwood Financial, llc 0.19% Add +20.3% 5,163 $901K
Cannon Financial Strategists, Inc. 0.16% Reduce -12.0% 5,149 $899K
C M Bidwell & Associates Ltd. 0.55% Reduce -0.4% 5,146 $898K
FSA Advisors, Inc. 0.89% Add +1.6% 5,158 $896K
Towneley Capital Management, Inc / DE 0.20% Reduce -30.5% 5,128 $895K
Boston Financial Mangement LLC 0.03% Add +5.1% 5,117 $893K
TCI Wealth Advisors, Inc. 0.07% Add +16.1% 5,095 $889K
Essex Bank 0.22% Reduce -41.5% 5,089 $888K
Hutchens & Kramer Investment Management Group, LLC 0.49% Reduce -17.2% 5,090 $886K
Howe & Rusling Inc. 0.08% Reduce -0.9% 5,071 $885K
Lumbard & Kellner, LLC 0.39% Add +42.1% 5,065 $884K
CVA Family Office, LLC 0.14% Reduce -0.9% 5,047 $881K
Security National Bank of So Dak 0.49% No change 5,039 $880K
Heritage Investment Group, Inc. 0.17% Add +0.2% 5,017 $876K
Curi Capital, LLC 0.02% Reduce -24.0% 4,996 $872K
Trust Co. of Vermont 0.04% Reduce -2.0% 4,979 $869K
Calamos Wealth Management LLC 0.05% Add +18.5% 4,973 $868K
Jackson, Grant Investment Advisers, Inc. 0.32% Add +0.6% 4,970 $868K
Zacks Investment Management 0.01% Reduce -8.9% 4,969 $867K
TrueWealth Advisors, LLC 0.29% Reduce -23.6% 4,966 $867K
Raleigh Capital Management Inc. 0.33% Add +1.0% 4,948 $864K
Bedel Financial Consulting, Inc. 0.12% Reduce -5.8% 4,942 $863K
Armbruster Capital Management, Inc. 0.17% Reduce -7.9% 4,939 $862K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -0.5% 4,910 $857K
Bristlecone Advisors, LLC 0.07% Add +0.1% 4,899 $855K
Callan Capital, LLC 0.06% Add +2.5% 4,892 $854K
Kitching Partners, LLC 1.15% Reduce -2.4% 4,892 $854K
Kohmann Bosshard Financial Services, LLC 0.11% No change 4,881 $852K
Net Worth Advisory Group 0.25% — 4,877 $851K
Linscomb Wealth, Inc. 0.04% Reduce -1.2% 4,864 $849K
Beese Fulmer Investment Management, Inc. 0.07% Add +4.3% 4,849 $846K
Dearborn Partners LLC 0.03% Add +0.0% 4,831 $843K
J. Goldman & Co LP 0.04% New 4,825 $842K
Pecaut & Co. 0.30% Reduce -1.8% 4,816 $841K
Northstar Advisory Group, LLC 0.44% Reduce -3.9% 4,799 $838K
Rathbones Group PLC 0.00% Add +4.3% 4,795 $837K
apricus wealth, LLC 0.55% No change 4,785 $835K
Acorn Wealth Advisors, LLC 0.36% Reduce -5.8% 4,775 $834K
Corepath Wealth Partners LLC 0.81% Reduce -2.2% 4,692 $832K
Trail Ridge Investment Advisors, LLC 0.40% Add +1.5% 4,739 $832K
Naviter Wealth, LLC 0.12% Add +2.0% 4,761 $831K
Northwest Bancshares, Inc. 0.14% No change 4,737 $827K
Kathleen S. Wright Associates Inc. 0.34% Add +7.7% 4,730 $826K
Hill Investment Group Partners, LLC 0.11% Reduce -0.2% 5,168 $826K
1ST Source Bank 0.05% Add +138.4% 4,685 $818K
Cannon Wealth Management Services, LLC 0.74% — 4,662 $814K
Townsend Asset Management Corp. /NC/ 0.30% Add +0.6% 4,657 $813K
TNF LLC 0.29% Add +1.1% 4,647 $812K
Latitude Advisors, LLC 0.46% Add +0.5% 4,631 $808K
Allie Family Office LLC 0.44% No change 4,630 $808K
LaFleur & Godfrey LLC 0.11% Add +9.8% 4,627 $808K
Rothschild Wealth LLC 0.24% Reduce -20.4% 4,609 $805K
Twin City Private Wealth, LLC 0.70% Add +9.9% 4,601 $803K
American Money Management, LLC 0.16% Reduce -0.1% 4,581 $800K
American National Bank & Trust 0.09% No change 4,562 $796K
Bremer Bank National Association 0.15% No change 4,558 $796K
Icon Wealth Advisors, LLC 0.07% Add +3.3% 4,556 $795K
Talon Private Wealth, LLC 0.17% — 4,531 $791K
FC Advisory LLC 0.27% Reduce -0.6% 4,523 $790K
ORG Partners LLC 0.13% Reduce -35.9% 4,513 $789K
Silver Coast Investments LLC 0.29% Add +4.5% 4,506 $787K
Stokes Family Office, LLC 0.09% Add +1.1% 4,506 $787K
Ally Invest Advisors Inc. 0.07% Reduce -9.2% 4,501 $786K
Salem Investment Counselors Inc. 0.02% Reduce -0.1% 4,495 $785K
Summit Wealth Partners, LLC 0.15% Add +4.8% 4,482 $782K
Klingman & Associates, LLC 0.05% No change 4,459 $778K
Rf&l Wealth Management, LLC 0.55% Reduce -4.8% 4,455 $778K
Everpar Advisors LLC 0.40% Reduce -2.5% 4,453 $777K
FAS Wealth Partners, Inc. 0.06% Add +0.9% 4,449 $777K
Capital Advisors Inc. 0.02% Add +0.1% 4,436 $774K
Horizon Investment Services, LLC 0.33% Add +2.8% 4,414 $771K
Curtis Advisory Group, LLC 0.22% Reduce -0.1% 4,408 $770K
Allred Capital Management, LLC 0.30% Add +0.6% 4,409 $769K
TrinityPoint Wealth, LLC 0.11% Reduce -2.4% 4,378 $764K
Discipline Wealth Solutions, LLC 0.40% Add +42.8% 4,356 $760K
Guardian Asset Advisors, LLC 0.52% Add +0.4% 4,356 $760K
Richard W. Paul & Associates, LLC 0.27% Reduce -3.8% 4,340 $758K
Conservest Capital Advisors, Inc. 0.08% No change 4,652 $758K
Edgestream Partners, L.P. 0.03% Reduce -59.3% 4,327 $755K
Ashford Advisors, LLC 0.17% No change 4,293 $749K
EFG Asset Management (Americas) Corp. 0.15% Reduce -15.9% 4,286 $748K
Traynor Capital Management, Inc. 0.06% Add +38.6% 4,275 $746K
Planning Center, Inc. 0.09% No change 4,235 $739K
Caldwell Sutter Capital, Inc. 0.34% Add +4.5% 4,231 $739K
Boston Mountain Money Management Inc. 0.43% Reduce -3.5% 4,223 $737K
Asset Allocation Strategies LLC 0.21% Add +191.9% 4,203 $734K
BlueSky Wealth Advisors, LLC 0.11% Reduce -1.1% 4,199 $733K
Old Second National Bank of Aurora 0.18% No change 4,194 $732K
tru Independence LLC 0.21% Add +49.6% 4,193 $732K
First Community Trust NA 0.60% No change 4,178 $729K
Buska Wealth Management, LLC 0.25% Add +132.1% 4,164 $727K
AMG National Trust Bank 0.02% Reduce -11.3% 4,159 $726K
Arrowroot Family Office, LLC 0.42% Reduce -3.5% 4,158 $726K
Pekin Hardy Strauss, Inc. 0.09% Add +12.6% 4,156 $725K
Kavar Capital Partners Group, LLC 0.11% Reduce -0.7% 4,150 $724K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $723K
Cassaday & Co Wealth Management LLC 0.02% Reduce -15.0% 4,134 $722K
Gerber, LLC 0.53% Add +20.2% 4,131 $721K
Meridian Management Co. 0.18% Add +0.2% 4,127 $720K
HBW Advisory Services LLC 0.10% Reduce -10.5% 4,111 $718K
Archer Investment Corp 0.19% Reduce -12.3% 4,108 $717K
NCM Capital Management, LLC 0.34% Reduce -6.2% 4,102 $716K
Essex Private Wealth Management, LLC 1.68% No change 4,093 $715K
Fairman Group, LLC 0.64% Reduce -4.6% 4,081 $712K
Cullen/Frost Bankers, Inc. 0.01% Add +53.1% 4,073 $711K
Obermeyer Wealth Partners 0.04% No change 4,060 $709K
Busey Bank 0.02% Add +17.9% 4,030 $704K
Total Clarity Wealth Management, Inc. 0.23% Add +0.3% 4,029 $703K
Bouchey Financial Group, Ltd. 0.06% No change 4,011 $700K
Lincoln Capital LLC 0.15% Add +1.1% 4,001 $698K
Code Waechter LLC 0.67% — 4,000 $698K
RPG Investment Advisory, LLC 0.10% Reduce -3.1% 3,992 $697K
Modern Wealth Management, LLC 0.04% Add +0.2% 3,977 $694K
Chapin Davis, Inc. 0.22% Add +7.1% 3,964 $692K
Apollon Financial, LLC 0.20% Reduce -0.3% 3,963 $692K
Legacy Private Trust Co. 0.05% Add +25.7% 3,957 $691K
Sunbelt Securities, Inc. 0.07% Add +19.6% 3,953 $690K
Sutton Place Investors LLC 0.42% Reduce -14.0% 3,948 $689K
Hibernia Wealth Partners, LLC 0.24% New 3,936 $687K
Institute for Wealth Management, LLC. 0.09% Add +7.2% 3,927 $686K
One Wealth Advisors, LLC 0.10% No change 3,920 $684K
1900 Wealth Management LLC 0.06% No change 3,919 $684K
Triangle Securities Wealth Management 0.18% Reduce -1.0% 3,906 $682K
Uhlmann Price Securities, LLC 0.54% — 3,906 $682K
Atlantic Union Bankshares Corp 0.04% Reduce -3.1% 3,882 $678K
Matrix Asset Advisors Inc. 0.08% Add +155.1% 3,877 $677K
ARK & TLK Investments, LLC 0.24% Reduce -2.2% 3,870 $676K
Rockwood Wealth Management, LLC 0.07% Add +10.1% 3,870 $676K
Strategic Wealth Partners, Ltd. 0.06% Reduce -12.3% 3,840 $670K
Hamilton Wealth, LLC 0.16% New 3,835 $669K
Ausdal Financial Partners, Inc. 0.07% Reduce -3.6% 3,832 $669K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.7% 3,807 $666K
Confluence Wealth Services, Inc. 0.05% Add +1.6% 3,812 $665K
Brown Brothers Harriman & Co. 0.00% Add +4.4% 3,807 $665K
Tanglewood Legacy Advisors, LLC 0.29% No change 3,801 $664K
Allegheny Financial Group 0.16% Reduce -16.5% 3,800 $663K
Geometric Wealth Advisors 0.12% Reduce -2.7% 3,797 $663K
Heritage Wealth Advisors 0.03% No change 3,787 $661K
Westmount Partners, LLC 0.20% Reduce -3.0% 3,786 $661K
Sachem Hill LLC 0.13% Reduce -0.6% 3,770 $658K
Fort Pitt Capital Group, LLC 0.02% Add +3.5% 3,768 $658K
Tiller Private Wealth, Inc. 0.27% Reduce -5.8% 3,760 $656K
Cypress Wealth Services, LLC 0.14% No change 3,758 $656K
Hancock Whitney Corp. 0.02% No change 3,726 $650K
LMG Wealth Partners, LLC 0.15% Reduce -6.5% 3,721 $650K
Shira Ridge Wealth Management 0.33% Add +1.8% 3,695 $645K
Colonial River Investments, LLC 0.32% Reduce -4.2% 3,692 $645K
Certuity, LLC 0.07% Reduce -12.0% 3,680 $642K
Tarbox Family Office, Inc. 0.11% Add +0.1% 3,676 $642K
Syntegra Private Wealth Group, LLC 0.07% Add +14.3% 3,671 $641K
Brown, Lisle/Cummings, Inc. 0.19% Reduce -0.9% 3,662 $639K
Tilson Financial Group, Inc. 0.28% New 3,661 $639K
Eagle Global Advisors LLC 0.03% No change 3,645 $636K
Accelerate Investment Advisors LLC 0.62% — 3,641 $636K
Windsor Capital Management, LLC 0.18% Add +0.0% 3,641 $636K
Proficio Capital Partners LLC 0.06% Reduce -22.4% 3,640 $635K
Ferguson Wellman Capital Management, Inc. 0.01% No change 3,615 $631K
Mason Investment Advisory Services, Inc. 0.04% Add +18.6% 3,603 $629K
Fairscale Capital, LLC 0.55% Add +0.0% 3,602 $629K
Glen Eagle Advisors, LLC 0.11% Add +0.5% 3,601 $629K
Guardian Wealth Advisors, LLC / NC 0.07% Add +20.9% 3,600 $628K
Proffitt & Goodson Inc. 0.10% Reduce -4.0% 3,597 $628K
CPR Investments Inc. 0.59% New 3,595 $628K
Wesbanco Bank Inc. 0.02% Reduce -4.0% 3,568 $623K
Planned Solutions, Inc. 0.25% No change 3,563 $622K
Midwest Financial Group LLC 0.36% Add +29.4% 3,557 $621K
Indiana Trust & Investment Management Co 0.21% No change 3,546 $619K
Calton & Associates, Inc. 0.24% New 3,539 $618K
Diversify Wealth Management, LLC 0.06% New 3,512 $616K
180 Wealth Advisors, LLC 0.10% Reduce -0.8% 3,523 $615K
River Street Advisors LLC 0.34% Add +29.1% 3,518 $614K
Howard Bailey Securities, LLC 0.23% — 3,510 $613K
Carl P. Sherr & Co., LLC 0.32% No change 3,502 $611K
Trivium Point Advisory, LLC 0.08% Reduce -4.7% 3,424 $609K
Detalus Advisors, LLC 0.20% Reduce -1.0% 3,489 $609K
World Equity Group, Inc. 0.22% Add +5.0% 3,458 $604K
Life Planning Partners, Inc 0.54% Reduce -3.4% 3,442 $601K
Williams Jones Wealth Management, LLC. 0.01% Add +0.0% 3,437 $600K
L. Roy Papp & Associates, LLP 0.07% Add +16.6% 3,435 $600K
DDD Partners, LLC 0.07% Add +0.0% 3,431 $599K
Hamilton Point Investment Advisors, LLC 0.11% No change 3,400 $594K
SJS Investment Consulting Inc. 0.10% Reduce -2.9% 3,400 $594K
Capital World Investors 0.00% New 3,410 $593K
River Wealth Advisors LLC 0.08% New 3,390 $592K
Bogart Wealth, LLC 0.03% Add +3.4% 3,366 $588K
DGS Capital Management, LLC 0.16% Add +9.3% 3,355 $586K
VPR Management LLC 0.20% No change 3,350 $585K
Altiora Financial Group, LLC 0.13% Add +5.4% 3,342 $583K
Fairhaven Wealth Management, LLC 0.18% No change 3,341 $583K
Ullmann Wealth Partners Group, LLC 0.08% Reduce -7.9% 3,339 $583K
Private Management Group Inc. 0.02% No change 3,328 $581K
CWC Advisors, LLC. 0.57% — 3,325 $580K
Financial Gravity Companies, Inc. 0.15% — 3,312 $578K
Petra Financial Advisors Inc. 0.38% Add +32.2% 3,306 $577K
Sage Financial Management Group, Inc. 0.22% New 3,302 $576K
Omnia Family Wealth, LLC 0.25% New 3,296 $575K
S&co Inc. 0.04% No change 3,297 $575K
First National Advisers, LLC 0.09% Add +1.1% 3,291 $575K
Fortis Capital Advisors, LLC 0.19% Reduce -4.9% 3,268 $570K
Harris Associates (Oakmark Funds) 0.00% Add +32.8% 3,263 $570K
Red Door Wealth Management, LLC 0.09% No change 3,261 $569K
Cambiar Investors LLC 0.02% Add +70.5% 3,244 $566K
First Trust Direct Indexing L.P. 0.03% Add +18.7% 3,244 $566K
Means Investment Co., Inc. 0.06% Reduce -7.5% 3,221 $562K
Yoder Wealth Management, Inc. 0.34% No change 3,218 $562K
Towercrest Capital Management 0.09% No change 3,208 $560K
Allen Capital Group, LLC 0.07% Reduce -5.0% 3,198 $558K
Stratos Investment Management, LLC 0.04% Reduce -6.7% 3,190 $557K
German American Bancorp, Inc. 0.06% Add +6.7% 3,179 $555K
Rothschild Capital Partners, LLC 0.15% Add +1.6% 3,173 $554K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -0.8% 3,167 $553K
Intrinsic Value Partners, LLC 0.55% New 3,162 $552K
Peoples Financial Services Corp. 0.25% No change 3,159 $551K
Glassman Wealth Services 0.09% Reduce -0.3% 3,156 $551K
Murphy Pohlad Asset Management LLC 0.23% Add +33.8% 3,156 $551K
Fort Point Capital Partners LLC 0.07% No change 3,134 $547K
Garland Capital Management Inc. 0.42% Reduce -20.5% 3,129 $546K
Cornerstone Advisors Asset Management, LLC 0.12% Reduce -7.6% 3,122 $545K
GSG Advisors LLC 0.18% Add +0.6% 3,129 $545K
Tenon Financial LLC 0.36% No change 3,113 $543K
Aristotle Capital Management, LLC 0.00% Add +44.3% 3,108 $543K
Goldstein Advisors, LLC 0.08% Add +6.6% 3,067 $535K
Fisher Asset Management 0.00% Reduce -44.3% 3,066 $535K
Holland Advisory Services, Inc. 0.70% Add +1.2% 3,065 $535K
Burney Co./ 0.02% Reduce -3.9% 3,062 $534K
Leading Edge Financial Planning LLC 0.18% Reduce -2.3% 3,054 $533K
Breakwater Investment Management 0.22% Add +1.2% 3,041 $531K
Baron Wealth Management LLC 0.26% Add +1.1% 3,039 $531K
Sentinel Pension Advisors, LLC 0.10% Add +2.5% 3,029 $529K
WFA Asset Management Corp 0.29% Add +0.9% 3,026 $528K
Evercore Wealth Management, LLC 0.01% Reduce -8.1% 3,025 $528K
CM Wealth Advisors LLC 0.17% No change 3,023 $528K
J. Safra Sarasin Holding AG 0.01% No change 3,000 $524K
SilverOak Wealth Management LLC 0.12% No change 2,994 $523K
Weatherly Asset Management L. P. 0.05% No change 2,994 $523K
Capital Group Private Client Services, Inc. 0.01% Reduce -6.8% 2,987 $521K
Investmark Advisory Group LLC 0.25% Add +1.2% 2,972 $519K
Millington Financial Advisors, LLC 0.32% Add +0.1% 2,954 $516K
Pacific Sage Partners, LLC 0.12% Reduce -0.5% 2,944 $514K
Stonebridge Financial Planning Group, LLC 0.24% Add +3.5% 2,930 $511K
Traphagen Investment Advisors LLC 0.05% Reduce -5.6% 2,929 $511K
Trilogy Capital Inc. 0.03% Reduce -0.1% 2,924 $510K
Moseley Investment Management Inc. 0.20% Reduce -0.5% 2,921 $510K
McNamara Financial Services, Inc. 0.10% Reduce -31.4% 2,910 $508K
Balefire, LLC 0.17% Add +13.6% 2,903 $507K
Meritage Portfolio Management 0.03% Reduce -0.9% 2,898 $506K
Balboa Wealth Partners 0.13% Add +25.1% 2,895 $505K
Aprio Wealth Management, LLC 0.08% Add +4.4% 2,893 $505K
Center For Asset Management LLC 0.30% Add +1.4% 2,870 $501K
Capital International Investors 0.00% New 2,863 $498K
Cambridge Advisors Inc. 0.11% No change 2,850 $498K
Meridian Wealth Advisors, LLC 0.08% No change 2,841 $496K
Crescent Grove Advisors, LLC 0.05% No change 2,839 $496K
Hoey Investments, Inc. 0.09% No change 3,089 $496K
Patton Albertson Miller Group, LLC 0.07% No change 2,835 $495K
Wealth Quarterback LLC 0.26% Reduce -6.5% 2,834 $495K
M3 Advisory Group, LLC 0.36% Add +3.6% 2,814 $491K
Caldwell Trust Co 0.05% No change 2,814 $491K
Ballast, Inc. 0.14% No change 2,811 $491K
Bison Wealth, LLC 0.08% Reduce -48.7% 2,794 $488K
Cultivar Capital, Inc. 0.40% No change 2,789 $487K
Mason & Associates, LLC 0.15% No change 2,776 $485K
Summit Asset Management, LLC 0.06% Add +8.3% 2,776 $485K
Bank of New Hampshire 0.12% Reduce -20.3% 2,765 $483K
Bryant Woods Investment Advisors, LLC 0.25% Add +2.9% 2,759 $482K
ICONIQ Capital, LLC 0.01% Add +1.1% 2,755 $481K
Fiduciary Group, LLC 0.05% Reduce -1.0% 2,747 $480K
TruNorth Capital Management, LLC 0.14% No change 2,737 $478K
Berkeley, Inc 0.14% Add +100.3% 2,736 $478K
Graypoint LLC 0.03% Reduce -1.7% 2,724 $475K
ZynergyRetirementPlanningLLC 0.33% Reduce -0.8% 2,721 $475K
LexAurum Advisors, LLC 0.10% Add +0.1% 2,712 $473K
First National Bank of Mount Dora, Trust Investment Services 0.11% No change 2,708 $473K
Highland Financial Advisors, LLC 0.17% Reduce -12.3% 2,706 $472K
Summit Global Investments 0.03% Add +16.8% 2,702 $472K
Legacy Capital Wealth Partners, LLC 0.09% Reduce -13.4% 2,700 $471K
SC&H Financial Advisors, Inc. 0.10% Reduce -0.6% 2,694 $470K
First Business Financial Services, Inc. 0.05% No change 2,689 $469K
X-Square Capital, LLC 0.16% Add +14.8% 2,683 $468K
ABLE Financial Group, LLC 0.14% New 2,676 $467K
FWL Investment Management, LLC 0.18% Add +8.1% 2,671 $466K
Balanced Rock Investment Advisors LLC 0.36% Reduce -1.9% 2,659 $464K
Alliance Wealth Management Group 0.12% No change 2,656 $464K
Cannell & Spears LLC 0.01% No change 2,651 $463K
Continental Investors Services, Inc. 0.95% Add +0.0% 2,648 $461K
Fusion Family Wealth, LLC 0.04% Reduce -1.1% 2,640 $461K
Blue Chip Partners, LLC 0.04% Add +1.1% 2,631 $459K
Ariadne Wealth Management, LP 0.25% No change 2,583 $459K
Dover Advisors, LLC 0.26% No change 2,627 $459K
Strid Group, LLC 0.07% Reduce -76.3% 2,621 $458K
Rothschild Investment LLC 0.03% Add +0.0% 2,607 $455K
Thor Investment Management Inc. /Oh/ 0.33% No change 2,603 $454K
LRI Investments, LLC 0.04% No change 2,567 $454K
Fidelis Capital Partners, LLC 0.05% Add +47.4% 2,576 $452K
Fulton Bank, N.A. 0.02% Reduce -4.8% 2,589 $452K
Total Investment Management Inc. 0.05% Add +0.8% 2,588 $452K
Integrated Capital Management, LLC 0.24% — 2,551 $445K
Bradley Foster & Sargent Inc. 0.01% Add +3.5% 2,539 $443K
Spinnaker Trust 0.03% No change 2,538 $443K
Barlow Wealth Partners, LLC 0.06% No change 2,552 $442K
MKT Advisors LLC 0.21% No change 2,533 $441K
Claro Advisors Inc. 0.06% Add +3.6% 2,521 $440K
Patten Group, Inc. 0.10% Add +0.1% 2,520 $440K
Patriot Financial Group Insurance Agency, LLC 0.06% Reduce -18.8% 2,514 $439K
Next Capital Management LLC 0.18% No change 2,511 $438K
Ironwood Investment Counsel, LLC 0.07% Reduce -5.8% 2,501 $437K
Hemenway Trust Co LLC 0.03% No change 2,500 $436K
Carson Advisory Inc. 0.27% Add +0.2% 2,497 $436K
L.M. Kohn & Company 0.11% Add +5.2% 2,496 $436K
Philip James Wealth Mangement, LLC 0.06% Add +7.7% 2,488 $434K
Kingfisher Capital LLC 0.10% Add +1.1% 2,486 $434K
Colton Groome Financial Advisors, LLC 0.16% Reduce -3.9% 2,484 $434K
DiNuzzo Private Wealth, Inc. 0.05% Add +47.2% 2,476 $432K
Sfmg, LLC 0.04% No change 2,475 $432K
Cidel Asset Management Inc. 0.03% No change 2,475 $432K
Prosperity Financial Group, Inc. 0.24% Add +0.6% 2,467 $431K
O'ROURKE & COMPANY, Inc 0.22% Add +0.2% 2,466 $431K
BetterWealth, LLC 0.13% No change 2,452 $428K
Henshaw Capital LLC 0.02% Add +96.0% 2,450 $428K
Libra Wealth LLC 0.17% Reduce -0.2% 2,442 $426K
Austin Wealth Management, LLC 0.09% Add +0.5% 2,454 $425K
NorthRock Partners, LLC 0.01% Reduce -0.4% 2,423 $423K
Dopkins Wealth Management, LLC 0.34% Reduce -6.3% 2,413 $421K
Mathes Company, Inc. 0.15% No change 2,413 $421K
Foster Dykema Cabot & Partners, LLC 0.04% Add +36.1% 2,407 $420K
Robinson Smith Wealth Advisors LLC 0.36% Reduce -8.4% 2,400 $419K
Elevation Point Wealth Partners, LLC 0.04% Add +0.0% 2,393 $418K
Patten & Patten Inc. 0.03% Add +19.4% 2,392 $418K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -2.8% 2,388 $417K
Van Hulzen Asset Management, LLC 0.03% Reduce -1.5% 2,391 $417K
Carr Financial Group Corp 0.12% Add +0.6% 2,387 $417K
Lazard Asset Management LLC 0.00% Add +30.7% 2,384 $416K
Wealth Group Ltd 0.12% Add +0.5% 2,379 $415K
9258 Wealth Management, LLC 0.06% Add +4.0% 2,376 $415K
Sterling Wealth Management, Inc. 0.15% New 2,373 $414K
Oakworth Capital, Inc. 0.03% No change 2,359 $412K
Allianz SE 0.01% No change 2,348 $410K
Peddock Capital Advisors, LLC 0.10% Reduce -2.5% 2,329 $407K
Juncture Wealth Strategies, LLC 0.16% New 2,328 $406K
Seelaus Asset Management LLC 0.38% No change 2,322 $405K
Northwest Investment Counselors, LLC 0.09% Add +0.0% 2,321 $405K
Waller Financial Planning Group, Inc. 0.10% Add +8.8% 2,307 $403K
Solidarity Wealth, LLC 0.11% New 2,293 $400K
Lauer Wealth, LLC 0.31% No change 2,276 $399K
J. W. Coons Advisors, LLC 0.07% Reduce -9.7% 2,284 $399K
Trek Financial, LLC 0.03% Add +4.9% 2,282 $398K
Community Financial Services Group, LLC 0.08% No change 2,265 $395K
White Wing Wealth Management 0.30% Reduce -42.9% 2,258 $394K
Integral Investment Advisors, Inc. 0.11% No change 2,255 $394K
Madison Wealth Partners, Inc 0.12% Reduce -0.3% 2,245 $392K
Greenfield Savings Bank 0.18% Add +8.7% 2,236 $390K
Moulton Wealth Management, Inc. 0.32% New 2,224 $388K
Plante Moran Financial Advisors, LLC 0.03% No change 2,223 $388K
Balyasny Asset Management L.P. 0.00% New 2,218 $387K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -3.3% 2,205 $385K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.2% 2,198 $384K
Thomasville National Bank 0.03% Reduce -12.9% 2,196 $383K
ARS Wealth Advisors Group, LLC 0.05% Add +2.4% 2,188 $382K
Applied Capital LLC 0.20% Reduce -4.4% 2,183 $381K
MPS Loria Financial Planners, LLC 0.11% Add +0.2% 2,182 $381K
Saxony Capital Management, LLC 0.35% Reduce -3.7% 2,165 $378K
JNBA Financial Advisors 0.04% Add +2.1% 2,158 $377K
Holderness Investments Co. 0.08% Add +15.1% 2,148 $375K
Massachusetts Financial Services Co. 0.00% Reduce -13.3% 2,148 $375K
Almanack Investment Partners, LLC. 0.06% Reduce -1.2% 2,141 $374K
Pictet North America Advisors SA 0.04% No change 2,133 $372K
Harrell Investment Partners, LLC 0.10% Add +1.1% 2,121 $370K
Concorde Asset Management, LLC 0.21% Reduce -12.3% 2,120 $370K
Toews Corp. 0.05% Reduce -11.4% 2,113 $369K
Arkos Global Advisors 0.05% New 2,089 $365K
Sound Income Strategies, LLC 0.02% Add +397.1% 2,088 $364K
Legacy Advisors, LLC 0.04% No change 2,087 $364K
RVW Wealth, LLC 0.03% Add +4.1% 2,080 $363K
Sweet Financial Partners, LLC 0.08% Add +2.2% 2,079 $363K
S.A. Mason LLC 0.19% No change 2,078 $363K
Slagle Financial, LLC 0.16% Reduce -1.7% 2,074 $362K
Canandaigua National Bank & Trust Co. 0.03% No change 2,072 $362K
EnRich Financial Partners LLC 0.12% Add +0.1% 2,069 $361K
Guidance Capital, Inc. 0.11% Add +40.9% 2,022 $360K
First International Bank & Trust 0.12% Reduce -35.5% 2,057 $359K
True North Advisors, LLC 0.09% Add +39.2% 2,045 $357K
Milestone Asset Management, LLC 0.08% Reduce -15.7% 2,045 $357K
Hazlett, Burt & Watson, Inc. 0.16% Add +0.7% 2,046 $356K
Gilbert & Cook, Inc. 0.05% Reduce -39.5% 2,034 $355K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.1% 2,022 $353K
Franklin Street Advisors Inc. 0.02% New 2,024 $353K
OneAscent Wealth Management LLC 0.13% New 2,016 $352K
Independent Wealth Network Inc. 0.16% Reduce -0.6% 2,013 $351K
RHS Financial, LLC 0.18% New 2,009 $351K
Blue Bell Private Wealth Management, LLC 0.07% Add +1.3% 2,003 $350K
Cladis Investment Advisory, LLC 0.24% Reduce -35.8% 2,000 $349K
Maiden Cove Capital, LLC 0.54% Add +10.8% 1,996 $348K
Acorn Financial Advisory Services Inc. 0.06% Add +29.5% 1,985 $347K
Strata Wealth Advisors, LLC 0.11% No change 1,984 $346K
Traction Financial Partners, LLC 0.27% Reduce -0.4% 1,975 $345K
ORBA Wealth Advisors, L.L.C. 0.17% Add +3.9% 1,969 $344K
HT Partners LLC 0.12% No change 1,968 $344K
Samalin Investment Counsel, LLC 0.15% Add +7.3% 1,959 $342K
Versant Capital Management, Inc 0.08% Reduce -1.8% 1,959 $342K
Fi3 FINANCIAL ADVISORS, LLC 0.14% Add +0.5% 1,955 $341K
Raffa Wealth Management, LLC 0.08% Add +1.0% 1,954 $341K
Stonebridge Capital Advisors LLC 0.03% Add +36.8% 1,952 $341K
Austin Asset Management Co Inc 0.07% Reduce -6.9% 1,948 $340K
Marion Wealth Management 0.09% Reduce -0.8% 1,947 $340K
Insight Inv LLC 0.28% No change 1,945 $340K
Boyce & Associates Wealth Consulting, Inc. 0.35% Add +0.3% 1,941 $339K
Security National Bank of Sioux City Iowa 0.21% Reduce -0.8% 1,933 $337K
Catalina Capital Group, LLC 0.11% Add +3.7% 1,932 $337K
Fidelity D & D Bancorp Inc. 0.22% No change 1,932 $337K
Wick Capital Partners, LLC 0.11% No change 1,920 $335K
National Wealth Management Group, LLC 0.23% Add +1.4% 1,914 $334K
Rowlandmiller & Partners.adv 0.07% No change 1,908 $333K
Whittier Trust Co. of Nevada Inc. 0.01% Add +7.3% 1,905 $333K
Van Cleef Asset Management,Inc 0.04% No change 1,900 $332K
TCP Asset Management, LLC 0.08% Add +13.6% 1,897 $331K
Landaas & Co. /Wi 0.09% Reduce -2.6% 1,897 $331K
Ameritas Investment Partners, Inc. 0.01% Add +21.1% 1,893 $330K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -4.6% 1,892 $330K
Bangor Savings Bank 0.03% Add +5.6% 1,886 $329K
Collaborative Wealth Managment Inc. 0.15% Add +4.7% 1,883 $329K
Tillman Hartley LLC 0.10% Add +0.5% 1,883 $329K
Tradewinds, LLC. 0.10% Add +11.8% 1,882 $329K
Mosaic Financial Group, LLC 0.23% No change 1,871 $327K
Altfest L J & Co. Inc. 0.04% Add +0.3% 1,865 $326K
Denver PWM, LLC 0.12% Add +1.1% 1,861 $325K
Wharton Business Group, LLC 0.01% No change 1,858 $324K
Meridian Financial Advisors, LLC 0.22% Add +0.1% 1,855 $324K
Satovsky Asset Management LLC 0.07% Add +9.3% 1,853 $324K
Appleton Partners Inc. 0.02% Reduce -2.4% 1,845 $322K
Hilltop Wealth Advisors, LLC 0.15% Reduce -29.6% 1,843 $322K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $320K
Sterling Investment Advisors, Ltd. 0.08% No change 1,809 $316K
Cascade Investment Group, Inc. 0.23% No change 1,806 $315K
Accretive Wealth Partners, LLC 0.13% No change 1,803 $315K
Edge Financial Advisors LLC 0.28% Reduce -14.5% 1,802 $315K
MGB Wealth Management, LLC 0.11% New 1,800 $314K
Opal Wealth Advisors, LLC 0.10% Reduce -20.0% 1,796 $314K
Williamson Legacy Group, LLC 0.21% Add +1.1% 1,787 $312K
Argent Financial Group, Inc. 0.04% — 1,783 $311K
Cooper Financial Group 0.04% Add +1.6% 1,780 $311K
Motive Wealth Advisors 0.19% No change 1,923 $308K
New Perspectives, Inc 0.16% No change 1,761 $307K
WealthPlan Investment Management, LLC 0.03% New 1,759 $307K
Francis Financial, Inc. 0.08% New 1,759 $307K
DB Fitzpatrick & Co, Inc 0.27% Add +33.4% 1,752 $306K
Austin Private Wealth, LLC 0.03% Add +38.8% 1,751 $306K
Armstrong Advisory Group, Inc. 0.03% Add +7.2% 1,747 $305K
Sterling Investment Counsel, LLC 0.11% Reduce -0.4% 1,746 $305K
Trifecta Capital Advisors, LLC 0.06% No change 1,740 $304K
Centurion Wealth Management LLC 0.10% — 1,740 $304K
Beirne Wealth Consulting Services, LLC 0.11% No change 1,737 $303K
Hanson & Doremus Investment Management 0.05% No change 1,737 $303K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -22.0% 1,735 $303K
Harbor Group, Inc. 0.07% Reduce -0.3% 1,732 $302K
Enterprise Bank & Trust Co 0.10% Reduce -4.2% 1,730 $302K
Seed Wealth Management, Inc. 0.24% No change 1,725 $301K
Capital Investment Services of America, Inc. 0.03% No change 1,715 $299K
Silverlake Wealth Management LLC 0.11% Reduce -2.9% 1,709 $298K
Swmg, LLC 0.12% Reduce -30.2% 1,672 $298K
Cedar Point Capital Partners, LLC 0.20% Reduce -4.1% 1,700 $297K
Laidlaw Wealth Management LLC 0.15% Reduce -10.6% 1,700 $297K
Global Wealth Strategies & Associates 0.10% Add +8.1% 1,697 $296K
Baldwin Wealth Partners LLC 0.02% Reduce -3.3% 1,690 $295K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -1.5% 1,687 $295K
HMS Capital Management, LLC 0.14% No change 1,680 $293K
Five Oceans Advisors 0.14% Reduce -9.8% 1,677 $293K
Anderson Hoagland & Co. 0.03% No change 1,674 $292K
Semus Wealth Partners LLC 0.20% Reduce -3.5% 1,674 $292K
Destiny Wealth Partners, LLC 0.05% Add +1.0% 1,672 $292K
Meridian Wealth Partners, LLC 0.05% Add +10.5% 1,665 $291K
Jentner Corp 0.09% No change 1,663 $290K
Farmers & Merchants Investments Inc. 0.01% Reduce -10.8% 1,659 $290K
Smith Salley Wealth Management 0.02% New 1,657 $289K
Convergence Financial, LLC 0.06% Reduce -0.5% 1,651 $288K
Brooklyn FI, LLC 0.10% Reduce -3.6% 1,645 $287K
Adero Partners, LLC 0.02% New 1,637 $286K
Unionview, LLC 0.22% Add +0.7% 1,633 $285K
GeoWealth Management, LLC 0.01% Reduce -17.2% 1,632 $285K
Whittier Trust Co. 0.00% Add +0.4% 1,624 $284K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -25.2% 1,621 $283K
Peterson Financial Group, Inc. 1.09% Add +23.9% 1,620 $283K
Ceera Investments, LLC 0.11% Add +6.6% 1,620 $283K
Stock Yards Bank & Trust Co. 0.01% Reduce -15.5% 1,616 $282K
Abound Wealth Management 0.09% Add +2.7% 1,614 $282K
FourThought Financial Partners, LLC 0.03% Add +0.1% 1,609 $281K
Iron Horse Wealth Management, LLC 0.10% Reduce -2.1% 1,608 $281K
GEM Asset Management, LLC 0.16% Add +6.9% 1,619 $281K
S. R. Schill & Associates 0.20% No change 1,600 $279K
BigSur Wealth Management LLC 0.08% Add +433.3% 1,600 $279K
Harfst & Associates, Inc. 0.06% No change 1,600 $279K
Fifth Third Wealth Advisors LLC 0.02% Reduce -70.0% 1,600 $279K
EPG Wealth Management LLC 0.07% Add +0.0% 1,600 $279K
Physician Wealth Advisors, Inc. 0.05% Reduce -5.1% 1,583 $279K
KWB Wealth 0.04% No change 1,737 $279K
Carnegie Lake Advisors LLC 0.11% — 1,593 $278K
Venturi Wealth Management, LLC 0.01% Reduce -25.1% 1,592 $278K
Ellsworth Advisors, LLC 0.07% New 1,591 $278K
OMNI 360 Wealth, Inc. 0.19% Add +3.4% 1,584 $277K
West Financial Advisors, LLC 0.05% Add +0.3% 1,584 $276K
Pullen Investment Management, LLC 0.20% No change 1,583 $276K
Headlands Technologies LLC 0.03% Reduce -12.6% 1,582 $276K
SK Wealth Management, LLC 0.14% — 1,614 $275K
TD Waterhouse Canada Inc. 0.00% Add +1.6% 1,578 $275K
Capital City Trust Co. 0.07% New 1,571 $274K
Sensible Money, LLC 0.12% Reduce -17.1% 1,570 $274K
Welch Group, LLC 0.01% No change 1,568 $274K
GDS Wealth Management 0.03% Add +20.5% 1,562 $273K
Transform Wealth, LLC 0.02% Reduce -3.5% 1,553 $271K
Dimension Capital Management LLC 0.05% No change 1,553 $271K
Retirement Guys Formula LLC 0.13% Reduce -19.3% 1,549 $270K
Cadence Bank 0.02% Reduce -28.0% 1,543 $269K
Whitaker-Myers Wealth Managers, LTD. 0.09% Reduce -4.8% 1,542 $269K
Marco Investment Management LLC 0.02% Reduce -39.3% 1,539 $269K
Legacy Financial Strategies, LLC 0.06% Reduce -5.1% 1,533 $268K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -3.1% 1,533 $268K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -13.7% 1,531 $267K
Jackson Creek Investment Advisors LLC 0.08% Reduce -13.9% 1,528 $267K
Stuart Chaussee & Associates, Inc. 0.07% No change 1,526 $266K
Kraft Asset Management, LLC 0.21% No change 1,524 $266K
Lynx Investment Advisory 0.19% Add +18.1% 1,522 $266K
Atlanta Consulting Group Advisors, LLC 0.07% Add +18.4% 1,522 $266K
Perissos Private Wealth Management, LLC 0.21% Add +0.4% 1,521 $265K
Encompass Wealth Advisors, LLC 0.07% Reduce -11.8% 1,520 $265K
Vestia Personal Wealth Advisors 0.25% Add +0.2% 1,518 $265K
NorthCrest Asset Manangement, LLC 0.01% New 1,518 $265K
Annex Advisory Services, LLC 0.01% New 1,518 $265K
Stonebrook Private Inc. 0.07% Reduce -10.9% 1,512 $264K
Ignite Planners, LLC 0.06% Add +0.1% 1,510 $264K
Harbour Capital Advisors, LLC 0.06% No change 1,504 $263K
Excalibur Management Corp. 0.10% No change 1,507 $263K
Redmond Asset Management, LLC 0.08% No change 1,507 $263K
Gimbal Financial 0.17% New 1,500 $262K
Portland Global Advisors LLC 0.03% Reduce -11.6% 1,500 $262K
Peoples Bank 0.13% Reduce -1.3% 1,492 $260K
Morton Capital Management LLC 0.05% No change 1,491 $260K
Private Wealth Management Group, LLC 0.10% Reduce -35.1% 1,491 $260K
Financial Partners Group, LLC 0.10% Reduce -0.7% 1,490 $260K
KG Capital Management 0.08% Reduce -1.3% 1,490 $260K
Gen-Wealth Partners Inc 0.11% Add +242.5% 1,500 $260K
Wrenne Financial Planning LLC 0.15% Add +6.8% 1,483 $259K
jvl associates llc 0.10% Add +15.4% 1,482 $259K
Telos Capital Management, Inc. 0.03% Reduce -5.1% 1,480 $258K
Davis R M Inc. 0.01% New 1,473 $257K
Catalyst Financial Partners LLC 0.05% Reduce -8.0% 1,472 $257K
Advisory Services & Investments, LLC 0.17% No change 1,469 $256K
University of Texas/Texas Am Investment Management Co. 0.04% No change 1,467 $256K
Aurora Private Wealth, Inc. 0.20% Add +0.1% 1,466 $256K
Sage Capital Advisors,llc 0.07% Reduce -9.9% 1,463 $255K
Apriem Advisors 0.03% Reduce -25.4% 1,458 $255K
Tyche Wealth Partners LLC 0.06% Reduce -2.0% 1,452 $253K
Truvestments Capital LLC 0.07% Reduce -0.9% 1,452 $253K
Syverson Strege & Co 0.08% Add +0.6% 1,451 $253K
Lantz Financial LLC 0.07% No change 1,448 $253K
Bluespring Wealth Management, LLC 0.03% New 1,444 $252K
Novare Capital Management LLC 0.02% No change 1,440 $251K
WR Wealth Planners, LLC 0.07% Reduce -1.6% 1,435 $251K
First Nebraska Trust Co 0.02% No change 1,434 $250K
1834 Investment Advisors Co. 0.03% New 1,433 $250K
FSM Wealth Advisors, LLC 0.07% No change 1,421 $248K
Aviance Capital Partners, LLC 0.03% No change 1,421 $248K
TD Asset Management Inc 0.00% No change 1,426 $248K
Advisor OS, LLC 0.02% Reduce -4.9% 1,415 $247K
Northwest Financial Advisors 0.20% New 1,414 $247K
Mills Wealth Advisors LLC 0.17% Add +0.2% 1,413 $247K
Duncker Streett & Co. Inc. 0.04% No change 1,410 $246K
Highline Wealth Partners LLC 0.08% Reduce -61.6% 1,405 $245K
Heritage Wealth Management, Inc. 0.22% Reduce -4.8% 1,405 $245K
Revolve Wealth Partners, LLC 0.04% New 1,402 $245K
GW Henssler & Associates Ltd. 0.01% New 1,401 $245K
Proactive Wealth Strategies LLC 0.14% — 1,389 $243K
Financial Insights, Inc. 0.08% No change 1,389 $242K
SMI Advisory Services, LLC 0.05% Add +5.7% 1,387 $242K
Greenspring Advisors, LLC 0.05% No change 1,386 $242K
BWM Planning, LLC 0.11% — 1,370 $239K
Valley Financial Group, Inc. 0.17% Reduce -2.2% 1,369 $239K
Silvercrest Asset Management Group LLC 0.00% Reduce -7.5% 1,364 $238K
Eagle Harbor Asset Management Inc. 0.23% Reduce -4.9% 1,356 $237K
Clarity Wealth Advisors, LLC 0.07% New 1,355 $237K
Pacifica Partners Inc. 0.10% Reduce -2.9% 1,353 $236K
Higgins & Schmidt Wealth Strategies LLC 0.15% Reduce -3.6% 1,352 $236K
Cahaba Wealth Management, Inc. 0.02% New 1,351 $236K
GYL Financial Synergies, LLC 0.02% Reduce -9.2% 1,351 $236K
Waterloo Capital, L.P. 0.03% Reduce -30.5% 1,350 $236K
Family Capital Management, Inc. 0.15% No change 1,350 $236K
Seneca Financial Advisors LLC 0.11% No change 1,349 $235K
Baldwin Investment Management, LLC 0.03% No change 1,348 $235K
Kure Advisory, LLC 0.21% No change 1,339 $234K
Drake & Associates, LLC 0.08% Reduce -13.2% 1,338 $234K
Creekmur Asset Management LLC 0.05% Add +0.7% 1,334 $233K
Formidable Asset Management, LLC 0.04% Reduce -75.3% 1,332 $233K
Solitude Financial Services 0.10% No change 1,330 $232K
Secure Asset Management, LLC 0.04% Add +0.6% 1,329 $232K
Chartist Inc. 0.12% No change 1,323 $231K
Horizon Family Wealth, Inc. 0.16% New 1,323 $231K
Wealthquest Corp 0.02% No change 1,325 $231K
Forum Private Client Group LLC 0.10% Reduce -16.8% 1,317 $230K
Financial Freedom, LLC 0.12% Add +0.8% 1,316 $230K
St. Clair Advisors, LLC 0.07% No change 1,316 $230K
Nilsine Partners, LLC 0.03% No change 1,313 $229K
PCG Wealth Advisors, LLC 0.09% Reduce -7.1% 1,312 $229K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Reduce -45.1% 1,310 $229K
Capital Asset Advisory Services LLC 0.01% New 1,317 $228K
JDM Financial Group LLC 0.12% Reduce -7.2% 1,309 $228K
Journey Strategic Wealth LLC 0.01% New 1,307 $228K
Seven Mile Advisory 0.15% New 1,305 $228K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +0.5% 1,302 $227K
Rockingstone Advisors LLC 0.11% New 1,301 $227K
Cypress Financial Planning LLC 0.08% Add +0.1% 1,301 $227K
Chicago Capital, LLC 0.01% New 1,301 $227K
McDonald Partners LLC 0.06% New 1,300 $227K
Pettyjohn, Wood & White, Inc. 0.04% Add +0.9% 1,296 $226K
Philadelphia Trust Co. 0.02% No change 1,297 $226K
Willow Creek Wealth Management Inc. 0.02% New 1,290 $225K
Eq LLC 0.11% No change 1,288 $225K
Orion Capital Management LLC 0.11% No change 1,286 $224K
Gradient Investments LLC 0.00% Reduce -58.8% 1,284 $224K
Red Lighthouse Investment Management, LLC 0.09% Reduce -12.3% 1,284 $224K
JTC Employer Solutions Trustee Ltd 0.01% No change 1,280 $224K
WealthPLAN Partners, LLC 0.03% Reduce -48.1% 1,277 $223K
Smith Thornton Advisors LLC 0.15% No change 1,276 $223K
Capital Investment Counsel, LLC 0.04% Reduce -46.9% 1,275 $223K
WealthTrust Axiom LLC 0.07% No change 1,274 $222K
Ledyard National Bank 0.02% No change 1,267 $221K
Eastern Bank 0.00% New 1,267 $221K
Channel Wealth LLC 0.07% Reduce -4.7% 1,266 $221K
First Interstate Bank 0.01% New 1,257 $219K
Fortis Capital Management LLC 0.04% Reduce -2.8% 1,256 $219K
JSF Financial, LLC 0.06% New 1,255 $219K
Veracity Capital LLC 0.08% Add +0.1% 1,255 $219K
First Pacific Financial 0.05% Add +831.3% 1,248 $218K
Wealth Dimensions Group, Ltd. 0.06% Reduce -2.6% 1,247 $218K
MJP Associates Inc. 0.04% Reduce -1.9% 1,245 $217K
Wealth Group, Ltd. 0.15% Reduce -40.2% 1,244 $217K
Priebe Wealth Holdings LLC 0.16% New 1,243 $217K
Stablepoint Partners, LLC 0.04% Add +0.7% 1,242 $217K
Barton Investment Management 0.03% New 1,235 $216K
Resolute Advisors LLC 0.04% New 1,229 $215K
Hobbs Group Advisors, LLC 0.08% No change 1,226 $214K
Manhattan West Asset Management, LLC 0.06% Reduce -2.7% 1,221 $213K
Main Street Group, LTD 0.09% Reduce -18.9% 1,211 $211K
Laurel Wealth Planning LLC 0.14% New 1,210 $211K
Shoker Investment Counsel, Inc. 0.07% New 1,208 $211K
Opes Wealth Management LLC 0.04% New 1,208 $211K
Rodgers Brothers Inc. 0.03% New 1,204 $210K
Revisor Wealth Management LLC 0.13% Reduce -29.2% 1,202 $210K
Northside Capital Management, LLC 0.03% New 1,200 $209K
Naples Global Advisors, LLC 0.02% New 1,195 $209K
MontVue Capital Management, Inc. 0.16% New 1,194 $208K
Oxinas Partners, LLC 0.13% New 1,191 $208K
Avid Wealth Partners LLC 0.15% Reduce -17.1% 1,191 $208K
Navalign, LLC 0.06% New 1,191 $208K
BancFirst Trust & Investment Management 0.07% New 1,194 $208K
Granite FO LLC 0.12% New 1,187 $207K
Financial Sense Advisors, Inc. 0.06% New 1,183 $207K
Fiduciary Alliance LLC 0.03% New 1,182 $206K
Sterneck Capital Management, LLC 0.11% New 1,176 $205K
Winch Advisory Services, LLC 0.06% Add +25.7% 1,175 $205K
Aviso Wealth Management 0.11% New 1,171 $204K
Oceanside Advisors LLC 0.15% New 1,169 $204K
ShankerValleau Wealth Advisors, Inc. 0.07% New 1,168 $204K
MorganRosel Wealth Management, LLC 0.07% New 1,167 $204K
EMC Capital Management 0.13% Add +2904.5% 6,009 $203K
Foresight Capital Management Advisors, Inc. 0.12% New 1,160 $203K
Canal Capital Management, LLC 0.03% New 1,163 $203K
American State Bank (Iowa) 0.12% New 1,162 $203K
Owen LaRue, LLC 0.11% New 1,147 $200K
IAG Wealth Partners, LLC 0.04% No change 1,136 $198K
Aspire Wealth Management Corp 0.10% No change 1,111 $194K
Mfa Wealth Advisors, LLC 0.04% No change 1,100 $192K
MassMutual Private Wealth & Trust, FSB 0.01% Add +34.6% 1,088 $190K
Clear Point Advisors Inc. 0.14% Add +0.5% 1,060 $185K
Coston, McIsaac & Partners 0.05% Add +0.6% 1,060 $185K
Laurel Wealth Advisors LLC 0.03% Add +31.5% 1,056 $184K
Arlington Trust Co LLC 0.04% No change 1,050 $183K
Elevation Wealth Partners, LLC 0.08% No change 1,040 $182K
Biltmore Family Office, LLC 0.03% No change 1,040 $182K
Claris Advisors, LLC / Mo / 0.08% New 1,026 $179K
Integrity Financial Corp 0.10% Add +18.3% 1,023 $179K
Westside Investment Management, Inc. 0.04% Reduce -3.8% 1,016 $177K
Ballast Advisors LLC 0.05% Add +1.1% 991 $173K
Powell Investment Advisors, LLC 0.08% No change 973 $170K
First Command Advisory Services, Inc. 0.00% Add +29.1% 971 $170K
Hara Capital LLC 0.10% New 771 $168K
Crewe Advisors LLC 0.02% No change 960 $168K
Northwest Bank & Trust Co 0.12% No change 939 $164K
HM Payson & Co. 0.00% Add +87.2% 936 $163K
Bfsg, LLC 0.02% No change 935 $163K
Tucker Asset Management LLC 0.04% Add +11.4% 925 $161K
Realta Investment Advisors 0.07% Reduce -33.7% 910 $161K
Flaharty Asset Management, LLC 0.02% New 916 $160K
MeadowBrook Investment Advisors LLC 0.14% Add +358.4% 871 $152K
City Holding Co. 0.02% No change 866 $151K
Perritt Capital Management Inc 0.08% Add +1.2% 853 $149K
Evensky & Katz LLC 0.01% Add +0.9% 814 $142K
MTM Investment Management, LLC 0.05% Add +0.6% 795 $139K
Financial Network Wealth Advisors LLC 0.11% Add +1464.0% 782 $137K
Koesten, Hirschmann & Crabtree, INC. 0.08% Add +1.8% 778 $136K
Capital Investment Counsel, Inc 0.02% Add +16.8% 770 $134K
PSI Advisors, LLC 0.04% Add +91.3% 769 $134K
TCTC Holdings, LLC 0.00% Add +0.1% 737 $129K
Morris Financial Concepts, Inc. 0.05% Add +2478.6% 722 $126K
Marquette Asset Management, LLC 0.02% Add +32.8% 709 $124K
Aberdeen Wealth Management LLC 0.08% No change 700 $122K
PFG Private Wealth Management, LLC 0.07% Reduce -16.9% 675 $118K
Mark Sheptoff Financial Planning, LLC 0.06% No change 656 $115K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 653 $114K
Provident Wealth Management, LLC 0.04% No change 645 $113K
Adirondack Trust Co. 0.04% No change 642 $112K
Kimelman & Baird, LLC 0.01% No change 641 $112K
Sachetta, LLC 0.04% Reduce -20.0% 624 $109K
Kings Path Partners LLC 0.04% New 615 $107K
Accent Capital Management, LLC 0.06% New 600 $105K
Riverview Trust Co 0.09% No change 592 $103K
AlphaMark Advisors, LLC 0.04% No change 587 $102K
Wolff Wiese Magana LLC 0.07% Add +631.6% 578 $101K
Clean Yield Group 0.03% Reduce -43.4% 575 $100K
Resources Management Corp. /CT/ 0.01% No change 566 $99K
First Personal Financial Services 0.02% No change 539 $94K
Grand Wealth Management, LLC 0.05% No change 533 $93K
Northwest Capital Management Inc 0.03% No change 526 $92K
Paladin Advisory Group, LLC 0.07% Add +343.2% 523 $91K
LGT Financial Advisors LLC 0.22% Add +1.2% 520 $91K
Vermillion & White Wealth Management Group, LLC 0.07% Add +3.4% 519 $91K
Canton Hathaway, LLC 0.02% No change 515 $90K
Country Trust Bank 0.00% No change 506 $88K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +100.0% 498 $87K
Future Financial Wealth Managment LLC 0.06% New 494 $86K
Addison Advisors LLC 0.02% Reduce -1.7% 451 $79K
Motco 0.01% No change 450 $79K
Intelligent Financial Strategies 0.04% No change 445 $78K
Clearstead Trust, LLC 0.02% Reduce -11.4% 444 $78K
Elevate Wealth Advisory, Inc. 0.06% No change 427 $75K
Dagco, Inc. 0.03% Add +5.5% 425 $74K
Atlantic Private Wealth, LLC 0.06% No change 422 $74K
Signature Resources Capital Management, LLC 0.07% Reduce -8.8% 417 $73K
Pin Oak Investment Advisors Inc. 0.07% No change 415 $72K
Lowe Wealth Advisors, LLC 0.03% No change 412 $72K
Barclays PLC 0.00% No change 412 $72K
Tidemark, LLC 0.03% No change 411 $72K
Viewpoint Capital Management LLC 0.04% New 394 $69K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 390 $68K
True Wealth Design, LLC 0.03% No change 383 $67K
Avion Wealth 0.02% Add +40.7% 377 $65K
Sittner & Nelson, LLC 0.03% No change 363 $63K
Cordgrass Capital Advisors, LLC 0.02% No change 362 $63K
Y.D. More Investments Ltd 0.01% No change 359 $63K
Park Place Capital Corp 0.02% Reduce -30.1% 355 $62K
Security National Bank 0.01% No change 350 $61K
Cordant, Inc. 0.03% No change 346 $60K
Pacific Center for Financial Services 0.02% No change 343 $60K
Burkett Financial Services, LLC 0.02% Add +4.3% 341 $59K
Concord Wealth Partners 0.01% Add +0.3% 331 $58K
Optimum Investment Advisors 0.02% Add +87.9% 325 $57K
Ruedi Wealth Management, Inc. 0.02% Reduce -0.3% 320 $56K
Providence Capital Advisors, LLC 0.01% Reduce -11.1% 314 $55K
Pension & Wealth Management Advisors, Inc. 0.03% No change 312 $54K
Davis Capital Management 0.04% Reduce -21.3% 310 $54K
Arcadia Investment Advisors LLC 0.03% No change 309 $54K
Centennial Bank 0.02% No change 302 $53K
Founders Capital Management 0.03% No change 300 $52K
Castleview Partners, LLC 0.03% Add +0.3% 295 $52K
Wintrust Investments LLC 0.04% Reduce -85.8% 288 $50K
CarsonAllaria Wealth Management, Ltd. 0.03% No change 276 $48K
WealthCollab, LLC 0.03% Add +2.6% 273 $48K
Kozak & Associates, Inc. 0.01% Add +0.4% 268 $48K
Running Point Capital Advisors, LLC 0.02% Add +17.0% 268 $47K
Morton Brown Family Wealth, LLC 0.02% No change 265 $46K
Compass Wealth Management LLC 0.01% No change 260 $45K
Nemes Rush Group LLC 0.01% No change 278 $45K
Kiely Wealth Advisory Group, Inc. 0.03% No change 253 $45K
Legacy Investment Solutions, LLC 0.03% — 253 $45K
Legacy Wealth Managment, LLC 0.03% — 253 $45K
RE Dickinson Investment Advisors, LLC 0.03% No change 255 $45K
Albion Financial Group 0.00% No change 252 $44K
HHM Wealth Advisors, LLC 0.01% No change 248 $43K
Earned Wealth Advisors, LLC 0.01% New 241 $42K
Eagle Bay Advisors LLC 0.02% Reduce -4.0% 239 $42K
Provenance Wealth Advisors, LLC 0.01% No change 237 $41K
Tradewinds Capital Management, LLC 0.01% No change 232 $41K
Missouri Trust & Investment Co 0.01% No change 225 $39K
Mitchell Sinkler & Starr 0.01% No change 223 $39K
Bellevue Asset Management, LLC 0.02% Add +0.9% 220 $39K
Transcendent Capital Group LLC 0.02% Add +852.2% 219 $38K
Spectrum Wealth Counsel, LLC 0.00% No change 209 $36K
Aspect Partners, LLC 0.02% No change 207 $36K
Sawyer & Company, Inc 0.01% Add +104.0% 204 $36K
Rice Partnership, LLC 0.01% No change 206 $36K
New Republic Capital, LLC 0.02% Reduce -38.0% 202 $35K
Briaud Financial Planning Inc 0.02% No change 202 $35K
Citizens National Bank Trust Department 0.01% No change 187 $33K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $31K
Byrne Asset Management LLC 0.02% No change 175 $31K
Legend Financial Advisors, Inc. 0.02% Reduce -4.9% 175 $31K
St. Johns Investment Management Company, LLC 0.01% New 160 $28K
Piscataqua Savings Bank 0.02% No change 160 $28K
Your Advocates Ltd., LLP 0.01% No change 155 $27K
AllSquare Wealth Management LLC 0.01% No change 151 $26K
Hollencrest Capital Management 0.00% Add +0.7% 150 $26K
Christopher J. Hasenberg, Inc 0.01% New 147 $26K
Pflug Koory, LLC 0.00% — 140 $24K
Rosenberg Matthew Hamilton 0.01% Add +278.4% 140 $24K
Chesapeake Asset Management LLC 0.02% Add +84.2% 140 $24K
Arvest Investments, Inc. 0.00% No change 135 $24K
Banque Cantonale Vaudoise 0.00% Reduce -90.0% 133 $23K
Cape Investment Advisory, Inc. 0.01% Add +12.0% 131 $23K
M&R Capital Management Inc. 0.00% Reduce -13.3% 124 $22K
Rakuten Securities, Inc. 0.01% Add +662.5% 122 $21K
Family Asset Management, LLC 0.01% No change 116 $20K
Tower View Wealth Management LLC 0.01% Add +130.0% 115 $20K
PFC Capital Group, Inc. 0.01% No change 112 $19K
Oliver Lagore Vanvalin Investment Group 0.01% No change 108 $19K
Broadwater Capital Management LLC 0.01% No change 100 $17K
Field & Main Bank 0.01% No change 98 $17K
Centerpoint Advisors, LLC 0.01% No change 100 $17K
Eukles Asset Management 0.01% No change 96 $17K
Dunhill Financial, LLC 0.01% New 86 $15K
Quent Capital, LLC 0.00% Add +1.2% 84 $15K
Toth Financial Advisory Corp. 0.00% Reduce -59.5% 81 $14K
DHJJ Financial Advisors, Ltd. 0.01% No change 80 $14K
Pittenger & Anderson Inc. 0.00% New 72 $13K
Element Wealth, LLC 0.01% Reduce -12.2% 72 $13K
Tompkins Financial Corp. 0.00% No change 71 $12K
SYM FINANCIAL Corp 0.00% No change 67 $12K
Cornerstone Planning Group LLC 0.00% Reduce -24.7% 64 $11K
Mb, Levis & Associates, LLC 0.01% Add +1.7% 60 $10K
PFS Partners, LLC 0.01% Add +1.7% 59 $10K
Van Den Berg Management I, Inc. 0.00% No change 54 $9K
SYSTM Wealth Solutions LLC 0.28% — 53 $9K
Ascentis Wealth Management, LLC 0.00% — 48 $8K
Guardian Wealth Management, Inc. 0.01% Add +9.8% 45 $8K
Main Management LLC 0.00% No change 38 $7K
Silicon Valley Capital Partners 0.00% No change 39 $7K
First Financial Corp. 0.00% No change 36 $6K
DecisionPoint Financial, LLC 0.00% No change 36 $6K
Fortitude Family Office, LLC 0.00% New 35 $6K
Anfield Capital Management, LLC 0.00% No change 30 $5K
Uncommon Cents Investing LLC 0.00% New 23 $4K
Fortis Group Advisors, LLC 0.00% No change 22 $4K
Valued Wealth Advisors LLC 0.00% No change 21 $4K
Washington Growth Strategies LLC 0.13% — 615 $4K
Pineridge Advisors LLC 0.00% Reduce -52.4% 20 $4K
Louisbourg Investments Inc. 0.00% No change 20 $3K
Central Pacific Bank - Trust Division 0.00% No change 20 $3K
Clarity Asset Management, Inc. 0.00% No change 14 $2K
Legacy Bridge, LLC 0.00% No change 11 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Investors Research Corp 0.00% No change 10 $2K
Macroview Investment Management LLC 0.00% No change 9 $2K
Thompson Investment Management, Inc. 0.00% No change 7 $1K
Activest Wealth Management 0.00% Reduce -99.6% 5 $912
Delos Wealth Advisors, LLC 0.00% No change 5 $873
Delta Asset Management LLC 0.00% No change 2 $349
Strengthening Families & Communities, LLC 0.00% Reduce -97.3% 2 $311
Morling Financial Advisors, LLC 0.00% No change 1 $161

"% 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.