Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q1 2025 (March 31)
2,371holders +5
120new positions
99sold out
7famous investors
$172.11avg. 13F price*

At the end of Q1 2025, 2,371 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 5 from Q4 2024. 120 opened new positions and 99 sold out. The largest holders were Bank of America Corp. ($21.5B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.5B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions120$1.2B
Exits99$596.9M

All 13F filers, Q4 2024 → Q1 2025: 27,044,877 shares bought and 11,614,444 shares sold, net +15,430,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,371 holders

Bank of America Corp. 1.91% Add +3.4% 124,303,042 $21.5B
Jones Financial Companies LLLP 8.28% Add +0.4% 54,080,352 $9.2B
Morgan Stanley 0.40% Add +4.0% 32,115,594 $5.5B
Envestnet Asset Management Inc. 1.13% Add +0.5% 20,213,786 $3.5B
UBS Group AG 0.51% Add +1.5% 13,425,966 $2.3B
Ameriprise Financial Inc. 0.50% Add +5.2% 10,683,062 $1.8B
LPL Financial LLC 0.67% Add +4.6% 9,985,009 $1.7B
Raymond James Financial Inc. 0.50% Add +0.9% 7,683,731 $1.3B
Wells Fargo & Company 0.30% Reduce -0.8% 7,121,200 $1.2B
Tiaa Trust, National Association 3.50% Add +4.3% 6,499,231 $1.1B
Captrust Financial Advisors 2.45% Add +2.5% 5,644,755 $975.1M
Mill Creek Capital Advisors, LLC 22.50% Reduce -0.8% 5,377,475 $928.9M
Royal Bank of Canada 0.21% Add +1.2% 5,316,452 $918.4M
Betterment LLC 2.14% Reduce -4.1% 5,225,476 $902.6M
D.A. Davidson & Co. 7.20% Add +1.4% 5,184,807 $895.6M
Caisse de depot et placement du Quebec 1.76% New 4,853,562 $838.4M
FMR LLC 0.05% Reduce -1.1% 4,650,454 $803.3M
Mariner, LLC 1.29% Add +10.4% 4,482,765 $774.2M
Rwa Wealth Partners, LLC 9.54% Reduce -10.8% 4,379,717 $756.6M
PNC Financial Services Group, Inc. 0.38% Add +1.7% 4,226,122 $730.0M
JPMorgan Chase & Co. 0.05% Add +2.7% 3,564,748 $615.8M
Bank of New York Mellon Corp 0.12% Reduce -17.3% 3,541,218 $611.7M
Sei Investments Co. 0.77% Add +3.1% 3,483,196 $601.7M
Commonwealth Equity Services, LLC 0.84% Reduce -2.2% 3,434,961 $593.4M
Northwestern Mutual Wealth Management Co. 0.47% Add +2.9% 3,358,772 $580.2M
Goldman Sachs Group Inc. 0.11% Reduce -2.4% 3,319,037 $573.3M
Avantax Advisory Services, Inc. 3.46% Add +4.9% 3,302,372 $570.5M
Truist Financial Corp. 0.85% Add +1.7% 3,050,713 $527.0M
HighTower Advisors, LLC 0.69% Add +19.2% 2,924,994 $505.3M
Provida Pension Fund Administrator 9.73% Add +15.0% 2,794,733 $482.7M
CHURCHILL MANAGEMENT Corp 5.60% Reduce -0.2% 2,557,100 $441.7M
Cetera Investment Advisers 0.82% Add +5.0% 2,452,043 $423.6M
EP Wealth Advisors, LLC 3.29% Reduce -3.9% 2,383,097 $411.7M
Mission Wealth Management, LP 9.82% Add +1.7% 2,264,782 $391.2M
Choreo, LLC 5.75% Reduce -0.9% 2,143,783 $370.3M
CBIZ Investment Advisory Services, LLC 16.94% Add +1.7% 2,002,853 $346.0M
Osaic Holdings, Inc. 0.71% Reduce -9.3% 1,832,006 $316.6M
Richard Bernstein Advisors LLC 7.61% Reduce -3.4% 1,821,656 $314.7M
Moneta Group Investment Advisors LLC 4.25% Add +4.1% 1,786,452 $308.6M
Partners Capital Investment Group, LLP 4.86% Add +106.3% 1,663,047 $287.3M
Modera Wealth Management, LLC 3.89% Add +1.9% 1,662,744 $287.2M
Members Trust Co 9.79% Reduce -19.5% 1,626,988 $281.0M
Facet Wealth, Inc. 7.14% Reduce -2.7% 1,644,766 $275.8M
Assetmark, Inc. 0.75% Reduce -4.2% 1,586,290 $274.0M
Charles Schwab Investment Management Inc. 0.05% Reduce -4.1% 1,576,570 $272.3M
Citigroup Inc. 0.20% Add +40.0% 1,509,889 $260.8M
Stifel Financial Corp. 0.27% Add +3.8% 1,493,484 $258.0M
Waldron Private Wealth LLC 11.78% Add +9.7% 1,443,881 $249.4M
Lincoln National Corp. 7.94% Add +1.0% 1,426,477 $246.4M
Baird Financial Group, Inc. 0.47% Add +1.7% 1,414,704 $244.4M
United Capital Financial Advisors, LLC 2.06% Add +2.5% 1,393,568 $240.7M
MML Investors Services, LLC 0.77% Reduce -7.4% 1,341,254 $231.7M
Money Design Co.,Ltd. 11.36% Reduce -2.6% 1,319,208 $227.9M
Retirement Investment Advisors, Inc. 21.81% Add +4.6% 1,246,964 $215.4M
Equitable Holdings, Inc. 2.03% Add +21.9% 1,235,158 $213.4M
Bell Bank 11.50% New 1,233,208 $213.0M
Mather Group, Llc. 2.42% Add +7.0% 1,213,920 $209.7M
Sanctuary Advisors, LLC 1.46% Add +3.8% 1,200,532 $207.4M
Foster Group, Inc. 7.63% Reduce -1.5% 1,179,490 $203.7M
Wealth Enhancement Advisory Services, LLC 0.38% Add +9.8% 1,161,108 $200.6M
SCS Capital Management LLC 2.43% Reduce -22.1% 1,104,007 $190.7M
Garde Capital, Inc. 10.86% Add +2.1% 1,098,310 $189.7M
NorthCoast Asset Management LLC 0.94% Reduce -6.7% 1,080,313 $186.6M
Private Advisor Group, LLC 1.07% Add +1.1% 1,025,271 $177.1M
Prime Capital Investment Advisors, LLC 1.98% Add +35.5% 982,415 $169.7M
Cambridge Investment Research Advisors, Inc. 0.56% Reduce -7.7% 954,384 $164.9M
Envestnet Portfolio Solutions, Inc. 0.62% Reduce -16.9% 933,568 $161.3M
Systematic Alpha Investments, LLC 5.91% No change 894,868 $154.6M
US Bancorp \de 0.21% Reduce -2.5% 892,175 $154.1M
Brookstone Capital Management 2.21% Add +1.5% 891,119 $153.9M
CIBC Private Wealth Group LLC 0.32% Reduce -1.9% 1,000,306 $153.7M
NewEdge Advisors, LLC 0.90% Add +0.5% 872,785 $150.8M
Beacon Pointe Advisors, LLC 1.68% Reduce -0.3% 865,127 $149.4M
Stephens Group Asset Management, LLC 11.82% Add +14.3% 848,185 $146.5M
Kestra Advisory Services, LLC 0.70% Reduce -13.3% 842,445 $145.5M
Vista Capital Partners, Inc. 16.70% Reduce -0.5% 796,525 $137.6M
Permanens Capital L.P. 24.71% Add +11.5% 787,828 $136.1M
Blair William & Co. 0.40% Add +8.0% 765,752 $132.3M
Nepc LLC 3.64% No change 761,166 $131.5M
Cerity Partners LLC 0.27% Add +21.3% 753,029 $130.1M
Thrive Wealth Management, LLC 24.79% Reduce -2.1% 751,089 $129.7M
Sequoia Financial Advisors, LLC 0.97% Reduce -5.0% 730,590 $126.2M
Woodmont Investment Counsel LLC 9.10% Add +5.8% 729,443 $126.0M
CSM Advisors, LLC 6.83% Reduce -0.3% 724,081 $125.1M
Mountain Capital Investment Advisors Inc. 25.80% Add +17.3% 728,692 $120.3M
Strategies Wealth Advisors, LLC 14.54% Add +4.1% 689,117 $119.0M
Creative Planning 0.11% Add +3.4% 688,663 $119.0M
Citizens Financial Group Inc. 2.30% Add +2.0% 674,093 $116.4M
Safeguard Financial, LLC 25.30% Add +2.4% 668,612 $115.5M
Focus Partners Wealth 0.29% Add +1.2% 663,728 $114.7M
Balentine LLC 4.79% Add +3989.8% 662,597 $114.5M
Mercer Global Advisors Inc. 0.26% Add +31.7% 659,649 $113.9M
Clearstead Advisors, LLC 1.77% Add +0.8% 657,909 $113.6M
Brandywine Oak Private Wealth LLC 11.11% Add +0.9% 655,541 $113.2M
Wealthspire Advisors, LLC 0.67% Add +90.9% 647,622 $111.9M
Brickley Wealth Management 22.84% Reduce -0.0% 637,582 $110.1M
Cable Hill Partners, LLC 10.64% Add +2.4% 654,529 $109.0M
Focused Wealth Management, Inc 14.75% Add +4.0% 627,807 $108.4M
Everhart Financial Group, Inc. 14.63% Add +778.1% 619,193 $107.0M
National Bank of Canada 0.12% Add +21.4% 610,267 $105.4M
Russell Investments Group, Ltd. 0.14% Add +0.2% 591,368 $102.2M
Rockefeller Capital Management L.P. 0.25% Reduce -11.3% 587,438 $101.5M
Midland Wealth Advisors, LLC 5.89% Add +0.0% 579,272 $100.1M
BOK Financial Private Wealth, Inc. 7.48% Add +0.5% 576,248 $99.5M
Cary Street Partners Financial LLC 3.13% Add +10.5% 574,153 $99.2M
Cwm, LLC 0.39% Add +49.2% 571,897 $98.8M
Simon Quick Advisors, LLC 5.61% Add +4.7% 570,689 $98.6M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.99% Reduce -1.4% 559,949 $96.7M
Corient Private Wealth LP 0.16% Add +40.7% 550,527 $95.1M
Efficient Advisors, LLC 6.09% Add +0.1% 541,239 $93.5M
Cornerstone Management, Inc. 17.47% Add +0.9% 540,042 $93.3M
Bleakley Financial Group, LLC 2.92% Reduce -0.2% 526,491 $90.9M
Manufacturers Life Insurance Company, The 0.09% Reduce -3.3% 524,756 $90.6M
Bank of Hawaii 5.18% Reduce -4.1% 521,650 $90.1M
Invictus Private Wealth, LLC 7.05% Add +2.4% 515,114 $89.0M
Financial Synergies Wealth Advisors, Inc. 10.64% Add +3.1% 506,072 $87.4M
Orion Porfolio Solutions, LLC 0.85% Add +9.0% 502,843 $86.9M
Orion Portfolio Solutions, LLC 0.85% Add +9.0% 502,843 $86.9M
BlackRock, Inc. 0.00% Reduce -71.6% 494,203 $85.4M
Trust Co of Tennessee 20.70% Add +1.6% 478,132 $82.6M
RMR Wealth Builders 8.65% Add +2.6% 475,614 $82.2M
Atria Wealth Solutions, Inc. 0.98% Reduce -16.2% 472,675 $81.6M
CreativeOne Wealth, LLC 2.39% Add +3.1% 461,845 $79.8M
Nadler Financial Group, Inc. 8.76% Add +2.0% 458,052 $79.1M
Relyea Zuckerberg Hanson LLC 10.64% Reduce -0.4% 457,300 $79.0M
Accredited Investors Inc. 4.78% Add +4.1% 445,690 $77.0M
Summit Financial, LLC 2.12% Add +4.3% 437,227 $75.5M
Natixis Advisors, LLC 0.14% Add +2.1% 432,228 $74.7M
Atria Investments, Inc 0.93% Add +1.0% 418,478 $72.3M
Chan Zuckerberg Initiative, LLC 60.58% No change 415,237 $71.7M
Rodgers & Associates, LTD 8.39% Reduce -0.2% 398,514 $68.8M
Strategic Blueprint, LLC 3.75% Add +8.7% 397,743 $68.7M
Pasadena Private Wealth, LLC 13.02% Add +3.1% 390,521 $67.5M
Equitable Trust Co. 3.67% Reduce -1.6% 383,166 $66.2M
Unison Advisors LLC 8.38% Add +3.3% 381,402 $65.9M
Vanguard Group Inc. 0.00% Add +6.9% 380,124 $65.7M
Evoke Wealth, LLC 1.71% Reduce -4.0% 379,916 $65.6M
Steward Partners Investment Advisory, LLC 0.58% Add +2.4% 379,269 $65.5M
Kestra Private Wealth Services, LLC 1.09% Add +5.8% 377,996 $65.3M
Stephens Inc. 0.95% Reduce -0.1% 376,409 $65.0M
Exencial Wealth Advisors, LLC 2.30% Add +0.6% 358,373 $61.9M
Japan Science & Technology Agency 0.95% No change 357,328 $61.7M
Sage Financial Group Inc. 4.95% Add +3.4% 354,706 $61.3M
Clark Asset Management, LLC 10.23% Add +8.7% 353,054 $61.0M
&partners 0.64% Add +23.9% 351,891 $60.2M
Condor Capital Management 5.58% Add +0.5% 346,608 $59.9M
Trust Co 7.07% Reduce -10.2% 344,709 $59.5M
BIP Wealth, LLC 3.82% Reduce -2.4% 339,109 $58.6M
Integrity Alliance, Llc. 2.30% Add +57.2% 336,311 $58.1M
Pathway Financial Advisors LLC 10.45% Add +14.9% 335,837 $58.0M
Signaturefd, LLC 1.10% Reduce -0.6% 335,716 $58.0M
Presilium Private Wealth, LLC 12.96% Add +11.0% 334,975 $57.9M
Thrivent Financial for Lutherans 0.13% Reduce -42.5% 325,024 $56.4M
Koshinski Asset Management, Inc. 4.66% Add +10.8% 317,451 $54.8M
Hirtle & Co., LLC 2.47% Add +34.9% 315,471 $54.5M
EverSource Wealth Advisors, LLC 2.96% Reduce -2.5% 311,989 $53.9M
Ellevest, Inc. 3.58% Reduce -13.4% 310,932 $53.7M
Blue Edge Capital, LLC 8.59% Add +1.0% 309,714 $53.5M
Total Wealth Planning, LLC 8.05% Add +2.0% 304,494 $52.6M
Partners in Financial Planning 10.56% Add +3.3% 304,252 $52.6M
VestGen Advisors, LLC 2.39% — 304,120 $52.5M
Signature Estate & Investment Advisors LLC 1.38% Reduce -20.5% 303,248 $52.4M
Bessemer Group Inc. 0.09% Add +7.5% 301,648 $52.1M
Janney Montgomery Scott LLC 0.15% Reduce -0.6% 300,132 $51.8M
Hennion & Walsh Asset Management, Inc. 2.30% Add +152.8% 299,838 $51.8M
Fifth Third Bancorp 0.20% Reduce -4.0% 297,492 $51.4M
M&T Bank Corp 0.19% Add +7.7% 297,069 $51.3M
Grey Fox Wealth Advisors, LLC 13.64% Add +2.9% 295,989 $51.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.30% Add +2.9% 292,724 $50.6M
Trustmark Bank Trust Department 3.72% Add +7.7% 290,853 $50.2M
OLIO Financial Planning 17.36% Add +3.1% 290,708 $50.2M
Allworth Financial LP 0.28% Reduce -7.4% 301,859 $49.8M
MAI Capital Management 0.38% Add +9.5% 287,031 $49.6M
Cresset Asset Management, LLC 0.25% Add +7.8% 285,322 $49.3M
Bishop & Co Investment Management, LLC 18.55% Add +3.2% 277,579 $47.9M
Foster Victor Wealth Advisors, LLC 3.84% Reduce -1.8% 295,108 $47.8M
NewEdge Wealth, LLC 0.86% Reduce -2.7% 275,306 $47.6M
Arax Advisory Partners 3.03% Reduce -1.0% 273,753 $47.3M
Alliancebernstein L.P. 0.02% Add +6.7% 273,213 $47.2M
Townsquare Capital LLC 0.50% Add +2.5% 272,559 $47.1M
Oxford Financial Group, LTD. LLC 3.28% Reduce -2.9% 270,947 $46.8M
Baron Silver Stevens Financial Advisors, LLC 8.14% Add +0.1% 269,431 $46.5M
Coldstream Capital Management Inc. 0.99% Reduce -6.1% 267,984 $46.3M
Advisors Capital Management, LLC 0.72% Add +9.7% 266,943 $46.1M
Baltimore-Washington Financial Advisors, Inc. 2.39% Add +1.8% 257,559 $44.5M
Waverly Advisors, LLC 0.54% Reduce -2.0% 254,543 $44.0M
DAVENPORT & Co LLC 0.26% Add +3.7% 250,596 $43.3M
Warwick Investment Management, Inc. 8.98% Add +9.3% 250,325 $43.2M
Chaney Capital Management, Inc. 19.24% Add +0.9% 249,961 $43.2M
Concurrent Investment Advisors, LLC 1.05% Add +5.7% 248,959 $43.0M
Franklin Resources Inc. 0.01% Add +0.8% 245,837 $42.5M
Trustees of Dartmouth College 11.88% No change 242,850 $41.9M
Affinity Capital Advisors, LLC 8.29% Add +23.4% 258,557 $41.8M
Crane Advisory, LLC 7.54% Add +2.0% 257,809 $41.7M
49 Wealth Management, LLC 4.98% Add +112.3% 239,396 $41.4M
Gleason Group, Inc. 7.45% Reduce -6.4% 238,589 $41.2M
Oarsman Capital, Inc. 7.38% Add +16.3% 237,844 $41.1M
McIlrath & Eck, LLC 5.02% Add +5.7% 236,503 $40.9M
Strategic Investment Advisors / MI 4.32% Reduce -3.3% 236,274 $40.8M
Freedom Investment Management, Inc. 3.40% Add +0.9% 234,609 $40.5M
Old Mission Investment Co LLC 12.21% Add +3.0% 234,583 $40.5M
Truefg, LLC 13.11% Reduce -0.8% 230,670 $39.8M
Mgo One Seven LLC 1.54% Reduce -0.3% 229,068 $39.6M
Lake Street Private Wealth, LLC 6.40% Add +4.0% 226,168 $39.1M
Cahill Financial Advisors Inc. 5.17% Add +70.3% 220,311 $38.1M
Comerica Bank 0.16% Reduce -13.5% 219,784 $38.0M
Penserra Capital Management LLC 0.67% Add +26.7% 218,465 $37.7M
Schechter Investment Advisors, LLC 3.10% Reduce -0.5% 217,179 $37.5M
Financial Advisory Corp 6.20% Reduce -0.5% 216,994 $37.5M
Federation des caisses Desjardins du Quebec 0.19% Reduce -0.3% 216,797 $37.4M
Legacies Wealth LLC 27.65% Add +25.8% 216,532 $37.4M
CW Advisors, LLC 0.44% Add +84.3% 209,929 $36.4M
Lido Advisors, LLC 0.22% Add +0.9% 210,150 $36.3M
PrairieView Partners, LLC 3.77% Add +4.3% 208,903 $36.1M
Glenmede Trust Co. NA 0.19% Reduce -0.2% 207,863 $35.9M
Oak Hill Wealth Advisors, LLC 8.23% Add +3.6% 205,326 $35.5M
B. Riley Wealth Advisors, Inc. 1.07% Reduce -7.8% 204,437 $35.3M
Avior Wealth Management, LLC 1.34% Add +0.2% 204,309 $35.3M
Stephens Consulting, LLC 8.86% Add +2.5% 203,890 $35.2M
Noble Family Wealth, LLC 9.68% Add +2.9% 203,511 $35.2M
TL Private Wealth 17.30% Add +2.1% 227,271 $34.9M
Sepio Capital, LP 2.72% Reduce -16.7% 198,616 $34.3M
Mesirow Financial Investment Management, Inc. 0.66% Add +4.7% 198,609 $34.3M
Rise Advisors, LLC 15.11% Add +14.4% 197,999 $34.2M
Forte Capital LLC 4.06% Reduce -0.5% 197,986 $34.2M
Mainsail Asset Management, LLC 23.40% Add +8.9% 197,905 $34.2M
Golden Road Advisors LLC 26.24% Add +2.8% 194,540 $33.6M
Wealth Alliance Advisory Group, LLC 6.81% Add +17.4% 190,205 $32.9M
Merit Financial Group, LLC 0.49% Add +35.4% 189,826 $32.8M
HUB Investment Partners, LLC 1.32% Add +0.8% 189,256 $32.7M
Cornerstone Wealth Advisors, Inc. 9.05% Add +0.6% 188,797 $32.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.57% Add +1.5% 189,036 $32.6M
Apella Capital, LLC 1.10% Reduce -6.8% 196,335 $32.2M
Financial Engines Advisors L.L.C. 0.07% Reduce -1.2% 185,220 $32.0M
TD Private Client Wealth LLC 0.88% Reduce -0.8% 184,182 $31.8M
Creative Financial Designs Inc. 2.53% Add +8.1% 183,682 $31.7M
O'Dell Group, LLC 8.22% Add +3.2% 183,603 $31.7M
Angeles Wealth Management, LLC 2.63% Reduce -1.2% 182,904 $31.6M
Jacobsen Capital Management 13.70% Add +0.7% 182,549 $31.5M
First American Trust, FSB 2.89% Add +17.4% 181,899 $31.4M
Nwam LLC 2.69% Add +2.7% 181,064 $31.3M
Brown Wealth Management, LLC 10.72% Add +10.2% 180,525 $31.2M
FLC Capital Advisors 6.94% Add +3.9% 179,019 $30.9M
Segall Bryant & Hamill, LLC 0.47% Reduce -11.5% 177,568 $30.7M
Financial Advisors Network, Inc. 5.06% Add +2.0% 176,651 $30.5M
Sigma Investment Counselors Inc. 1.86% Add +4.1% 176,488 $30.5M
Sageworth Trust Co 1.87% Reduce -0.8% 174,357 $30.1M
Kaye Capital Management 12.18% Add +2.5% 172,736 $29.8M
BNP Paribas Financial Markets 0.02% Add +18.9% 172,388 $29.8M
Obsidian Cio, LLC 4.80% Add +22.8% 170,948 $29.5M
Savant Capital, LLC 0.25% Reduce -1.8% 170,287 $29.4M
Brown Advisory Inc. 0.04% Reduce -2.1% 170,178 $29.4M
Fee-Only Financial Planning, L.C. 20.04% Reduce -1.7% 169,985 $29.4M
Hiley Hunt Wealth Management 15.89% Add +0.3% 169,003 $29.1M
FWG Holdings, LLC 14.20% Add +18.3% 173,526 $28.9M
Mosaic Family Wealth Partners, LLC 4.10% Add +2.2% 166,958 $28.8M
Arbor Wealth Advisors LLC 25.66% Add +2.3% 166,578 $28.8M
Marino, Stram & Associates LLC 6.39% Add +2.7% 166,553 $28.8M
Kaydan Wealth Management, Inc. 9.23% Add +0.2% 166,496 $28.8M
Dakota Wealth Management 0.67% Reduce -9.1% 165,761 $28.6M
Regatta Capital Group, LLC 5.49% Add +0.1% 164,185 $28.4M
Cambridge Capital Management, LLC 17.82% Add +4.4% 163,077 $28.2M
Warner Financial, Inc. 12.37% Reduce -1.0% 161,926 $28.0M
Studio Investment Management LLC 5.78% Reduce -0.6% 161,887 $28.0M
Northern Trust Corp. 0.00% Reduce -7.3% 161,188 $27.8M
Clayton Financial Group LLC 10.17% Add +7.9% 160,646 $27.7M
Advisory Services Network, LLC 0.53% Add +3.3% 158,485 $27.4M
Allen Wealth Management, LLC 18.46% Add +0.9% 155,193 $26.8M
Bragg Financial Advisors, Inc 1.09% Add +5.5% 152,974 $26.4M
SouthState Bank Corp 1.21% Add +748.2% 152,893 $26.4M
Integrated Wealth Concepts LLC 0.31% Add +1.5% 151,918 $26.2M
Acorn Creek Capital LLC 13.08% Reduce -0.6% 151,709 $26.2M
Goldstone Financial Group, LLC 3.95% Add +35.9% 151,177 $26.1M
Prospera Financial Services Inc 0.60% Add +0.6% 150,690 $26.0M
Great Valley Advisor Group, Inc. 0.56% Add +2.6% 150,127 $25.9M
Evergreen Capital Management LLC 0.86% Add +19.4% 147,558 $25.5M
Towerpoint Wealth, LLC 12.60% Add +3.9% 147,194 $25.4M
Wealth Architects, LLC 2.76% Reduce -4.0% 144,887 $25.0M
Principal Securities, Inc. 0.55% Add +0.8% 144,176 $24.4M
Waterford Advisors, LLC 10.11% Add +4.3% 141,050 $24.4M
Courier Capital LLC 1.59% Reduce -0.8% 141,009 $24.4M
Bare Financial Services, Inc 9.30% Add +5.0% 140,125 $24.2M
TD Capital Management LLC 2.43% Reduce -0.9% 139,019 $24.0M
Greenup Street Wealth Management LLC 4.75% Add +14.1% 138,844 $24.0M
Market Street Wealth Management Advisors LLC 4.07% Add +1.6% 138,765 $24.0M
Retirement Planning Group, LLC 1.11% Add +109.6% 137,563 $23.8M
Capital Wealth Management, LLC 9.86% Add +3.7% 137,550 $23.8M
Compound Planning, Inc. 1.08% Add +140.6% 136,647 $23.6M
Wealthcare Advisory Partners LLC 0.63% Add +1.0% 136,235 $23.5M
Financial Management Professionals, Inc. 3.00% Add +3.8% 136,161 $23.5M
M Holdings Securities, Inc. 3.89% Add +5.1% 135,400 $23.4M
AAF Wealth Management, LLC 12.56% Add +0.2% 134,672 $23.3M
Parallel Advisors, LLC 0.52% Add +0.9% 134,077 $23.1M
First PREMIER Bank 5.87% Add +8.0% 133,881 $23.1M
Quest Investment Management LLC 2.86% Reduce -0.6% 133,685 $23.1M
Robertson Stephens Wealth Management, LLC 0.86% Add +1.6% 133,006 $23.0M
Compass Planning Associates Inc 23.22% Add +5.7% 132,978 $23.0M
Wealthspan Partners, LLC 10.60% Add +1.5% 132,833 $22.9M
Angeles Investment Advisors, LLC 1.23% Reduce -22.9% 132,005 $22.8M
Bank of Montreal 0.01% Add +17.8% 131,776 $22.8M
Certified Advisory Corp 2.57% Add +0.9% 131,584 $22.7M
Parker Financial LLC 10.87% Reduce -2.5% 130,781 $22.6M
Smith & Howard Wealth Management, LLC 6.09% Add +15.7% 128,934 $22.3M
Copperwynd Financial, LLC 6.12% Add +4.8% 128,450 $22.2M
Evolution Advisers, Inc. 11.62% Add +6.0% 132,524 $22.1M
25 LLC 9.09% Add +4.4% 127,191 $22.0M
Prism Advisors, Inc. 6.75% Add +240.6% 126,960 $21.9M
Fifth Third Securities, Inc. 1.85% Reduce -2.5% 126,781 $21.9M
Mitchell McLeod Pugh & Williams Inc. 4.45% Add +13.9% 124,465 $21.5M
Lebenthal Global Advisors, LLC 4.02% Add +3.0% 124,296 $21.5M
Rochester Wealth Strategies, LLC 16.86% — 122,900 $21.2M
Droms Strauss Advisors Inc. /Mo/ 7.22% Add +0.1% 121,733 $21.0M
First Horizon Advisors, Inc. 0.59% Add +3.0% 121,582 $21.0M
Veery Capital, LLC 8.16% Add +3.7% 121,480 $21.0M
Bank of Nova Scotia 0.05% Reduce -61.1% 121,400 $21.0M
Spire Wealth Management 0.67% Add +1.1% 121,203 $20.9M
Arcadia Wealth Management, LLC 10.20% Reduce -4.2% 119,583 $20.7M
Park Avenue Securities LLC 0.25% Add +19.4% 119,310 $20.6M
Mutual Advisors, LLC 0.59% Add +17.0% 124,895 $20.6M
Venture Visionary Partners LLC 0.86% Reduce -0.8% 119,105 $20.6M
Valley Wealth Managers, Inc. 1.56% Add +4.9% 118,831 $20.5M
Shore Point Advisors, LLC 10.86% Reduce -0.3% 118,731 $20.5M
Chicago Partners Investment Group LLC 0.67% Add +1.7% 120,964 $20.3M
MTC Wealth Management LLC 9.95% Reduce -29.1% 117,323 $20.3M
Staley Capital Advisers Inc. 0.92% Add +0.5% 117,168 $20.2M
Dynamic Advisor Solutions LLC 0.67% New 117,125 $20.2M
Meridian Wealth Management, LLC 0.98% Add +4.0% 117,064 $20.2M
Members Advisory Group LLC 8.32% Reduce -4.5% 115,194 $19.9M
Forvis Mazars Wealth Advisors, LLC 0.48% Reduce -23.5% 115,196 $19.9M
Frisch Financial Group, Inc. 5.53% Add +2.9% 114,164 $19.7M
Valence8 US LP 9.22% Add +17.0% 113,927 $19.7M
R. W. Roge & Company, Inc. 10.75% Add +8.2% 113,666 $19.6M
Impact Partnership Wealth, LLC 4.19% Add +21.3% 113,511 $19.6M
Heartwood Wealth Advisors LLC 2.24% Reduce -3.6% 113,483 $19.6M
Tenret Co LLC 11.75% Add +0.5% 112,178 $19.4M
Firestone Capital Management 5.07% Add +2.7% 111,915 $19.3M
White Lighthouse Investment Management Inc. 3.44% Add +6.7% 111,471 $19.3M
Nabity-Jensen Investment Management Inc 15.14% Reduce -0.2% 110,276 $19.0M
Stratos Wealth Partners, LTD. 0.29% Reduce -0.1% 109,993 $19.0M
Lokken Investment Group LLC 7.88% Add +8.1% 108,233 $18.7M
Savvy Advisors, Inc. 1.87% Add +55.8% 107,732 $18.6M
Sovereign Financial Group, Inc. 4.26% Add +6.4% 106,988 $18.5M
Compton Wealth Advisory Group, LLC 5.11% Add +6.6% 106,669 $18.4M
Hilltop Partners LLC 6.20% Reduce -33.6% 106,426 $18.4M
Topel & Distasi Wealth Management, LLC 8.58% Reduce -2.2% 106,343 $18.4M
Marshall Financial Group Inc. 5.77% Add +0.8% 106,261 $18.4M
SOL Capital Management CO 2.02% Add +12.3% 106,102 $18.3M
Janus Henderson Group PLC 0.01% Reduce -19.0% 107,146 $18.3M
TBH Global Asset Management, LLC 3.50% Add +48.2% 90,195 $18.3M
Antonelli Financial Advisors, LLC 14.33% Add +29.8% 103,031 $17.8M
Falcon Wealth Planning 1.98% Add +10.3% 103,013 $17.8M
RFG Advisory, LLC 0.48% Reduce -1.3% 102,740 $17.7M
Beacon Financial Strategies CORP 11.95% Reduce -0.9% 102,568 $17.7M
Focus Partners Advisor Solutions, LLC 0.26% Add +20.9% 100,784 $17.4M
Matrix Private Capital Group LLC 10.37% Add +2.7% 100,415 $17.3M
Schwallier Wealth Management LLC 12.77% Add +29.4% 100,140 $17.3M
Aspire Private Capital, LLC 4.30% Add +0.3% 99,993 $17.3M
Elite Financial, Inc. 9.13% Reduce -16.2% 99,985 $17.3M
Capital Investment Advisory Services, LLC 1.54% Add +6.8% 99,503 $17.2M
Aspen Wealth Strategies, LLC 11.21% Add +7.4% 98,993 $17.1M
Cherry Tree Wealth Management, LLC 4.10% Add +0.7% 98,467 $17.0M
Sightline Wealth Advisors, LLC 8.97% Add +9.1% 98,462 $17.0M
Campbell Deegan Wealth Management, LLC 19.52% Add +4.7% 98,220 $17.0M
NBT Bank, N.A. 1.22% Add +4.7% 97,411 $16.8M
Composition Wealth, LLC 0.34% Reduce -2.0% 97,256 $16.8M
Bell Investment Advisors, Inc 3.09% Reduce -0.7% 96,862 $16.7M
Valley National Advisers Inc. 2.99% Add +25.9% 96,034 $16.6M
Hemington Wealth Management 2.57% Reduce -5.1% 96,026 $16.6M
Associated Banc-Corp 0.50% Add +1.2% 95,843 $16.6M
Benchmark Wealth Management, LLC 7.99% Reduce -20.1% 95,630 $16.5M
Bokf, NA 0.29% Reduce -8.3% 95,483 $16.5M
Elm Partners Management LLC 1.06% Add +4.7% 95,435 $16.5M
Legacy Edge Advisors, LLC 2.57% Add +0.7% 95,203 $16.4M
Gotham Asset Management 0.14% Add +66.0% 94,968 $16.4M
J.W. Cole Advisors, Inc. 0.51% Reduce -31.4% 94,496 $16.3M
Cresta Advisors, Ltd. 8.36% Add +3.2% 93,399 $16.1M
Ieq Capital, LLC 0.13% Add +124.5% 93,178 $16.1M
Stone Summit Wealth LLC 5.39% Reduce -0.7% 92,091 $15.9M
Arkadios Wealth Advisors 0.60% Add +89.5% 91,838 $15.9M
Advantage Trust Co 9.58% Add +3.7% 91,511 $15.8M
Global Strategic Investment Solutions, LLC 1.83% Add +0.1% 91,445 $15.8M
CJM Wealth Advisers, Ltd. 5.56% Add +0.3% 91,143 $15.7M
Rinkey Investments 4.96% Add +16.0% 90,546 $15.6M
Pure Financial Advisors, LLC 0.32% Reduce -4.0% 89,887 $15.5M
Robinswood Financial LLC 5.69% Reduce -0.0% 89,123 $15.4M
Ameritas Advisory Services, LLC 0.62% Reduce -29.8% 89,879 $15.4M
Hartmann Taylor Wealth Management, LLC 13.74% — 88,759 $15.3M
PFG Advisors 0.85% Add +51.9% 88,318 $15.3M
Bison Wealth, LLC 1.42% Add +20.6% 88,087 $15.2M
Gemmer Asset Management LLC 1.52% Add +1.3% 87,993 $15.2M
Aspiriant, LLC 0.53% Reduce -1.2% 87,859 $15.2M
Perkins Coie Trust Co 3.42% Add +23.1% 87,197 $15.1M
Oak Root LLC 2.00% Add +26.8% 86,571 $15.0M
Bay Harbor Wealth Management, LLC 4.66% Reduce -10.2% 85,233 $14.7M
One Charles Private Wealth Services, LLC 4.75% Add +11.3% 85,026 $14.7M
Ellis Investment Partners, LLC 3.03% Add +3.8% 84,866 $14.7M
Manchester Capital Management LLC 1.80% Add +7.6% 84,817 $14.7M
Boyd Wealth Management, LLC 7.30% Reduce -17.9% 84,804 $14.6M
CX Institutional 0.55% Add +19.1% 84,382 $14.6M
Wellspring Financial Advisors, LLC 1.61% Reduce -2.6% 917,654 $14.5M
First National Bank of Omaha 0.99% Add +0.8% 83,610 $14.4M
Allianz SE 0.38% Add +3429.0% 82,861 $14.3M
Novem Group 2.02% Add +0.4% 82,858 $14.3M
Prosperitas Financial LLC 7.39% Add +257.4% 82,793 $14.3M
AE Wealth Management LLC 0.12% Add +3.8% 82,079 $14.2M
Breakwater Capital Group 2.51% Add +6.3% 81,677 $14.1M
Essex Financial Services, Inc. 1.01% Add +3.4% 81,222 $14.0M
Cambridge Associates LLC /Ma/ 0.40% No change 81,110 $14.0M
UMB Bank, n.a. 0.23% Add +1.5% 80,880 $14.0M
Ashton Thomas Private Wealth, LLC 0.53% Add +7.0% 80,747 $13.9M
Whitegate Investment Counselors, Inc. 4.94% Reduce -5.7% 80,551 $13.9M
First United Bank & Trust 5.20% Add +1.8% 80,527 $13.9M
Plum Street Advisors, LLC 6.70% Add +0.7% 80,497 $13.9M
BlueStem Wealth Partners, LLC 1.90% Add +33.1% 80,480 $13.9M
Tortoise Investment Management, LLC 1.44% Add +4.8% 79,859 $13.8M
Leeward Financial Partners, LLC 5.15% Add +1.0% 79,788 $13.8M
Systelligence, LLC 3.31% Add +20.6% 79,675 $13.8M
REAP Financial Group, LLC 3.41% Add +24.1% 79,664 $13.8M
Bank Hapoalim BM 2.06% No change 79,000 $13.6M
Berger Financial Group, Inc 0.95% Reduce -1.7% 78,910 $13.6M
TKG Advisors, LLC 6.67% Add +1.9% 78,364 $13.5M
LaSalle St. Investment Advisors, LLC 3.18% Add +13.3% 78,228 $13.5M
Matauro, LLC 2.74% Add +9.9% 78,074 $13.5M
Farther Finance Advisors, LLC 0.34% Add +28.1% 77,896 $13.4M
Obsidian Personal Planning Solutions LLC 5.98% Reduce -16.5% 80,398 $13.4M
Consolidated Portfolio Review Corp 2.12% Add +1.1% 76,629 $13.2M
Gallagher Fiduciary Advisors, LLC 0.43% Reduce -0.0% 76,562 $13.2M
Greenhouse Wealth Management, LLC 9.87% Reduce -3.6% 76,458 $13.2M
Gill Capital Partners, LLC 4.57% Add +11.5% 76,362 $13.2M
Steele Capital Management, Inc. 0.68% Add +11.2% 75,869 $13.1M
IFG Advisory, LLC 0.73% Reduce -1.6% 75,833 $13.1M
SWP Financial LLC 8.00% Add +12.8% 75,815 $13.1M
Clark Financial Services Group Inc. 9.03% Add +0.8% 75,458 $13.0M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +7.4% 76,250 $13.0M
Sigma Planning Corp 0.41% Add +9.4% 75,151 $13.0M
Harbour Investments, Inc. 0.37% Add +8.4% 75,108 $13.0M
Visionary Wealth Advisors 0.78% Add +6.5% 75,101 $13.0M
E&G Advisors, LLC 3.66% Add +0.1% 75,071 $13.0M
Latigo Investments, LLC 6.90% No change 74,917 $12.9M
Outlook Wealth Advisors, LLC 3.60% Add +6.1% 74,842 $12.9M
Souders Financial Advisors 1.80% Add +81.1% 74,680 $12.9M
Madden Advisory Services, Inc. 5.95% Reduce -1.8% 73,923 $12.8M
Sowell Financial Services LLC 0.58% Add +1.2% 73,397 $12.7M
Geneos Wealth Management Inc. 0.42% Add +20.3% 73,353 $12.7M
Kathmere Capital Management, LLC 1.08% Add +7.8% 73,205 $12.6M
Financial Advisory Partners, LLC 4.23% Add +0.0% 73,122 $12.6M
Wealthspire Retirement, LLC 0.99% Reduce -2.2% 72,585 $12.5M
Bruce G. Allen Investments, LLC 9.89% Add +5.7% 72,318 $12.5M
STAR Financial Bank 9.08% Add +6.8% 71,810 $12.4M
WealthShield Partners, LLC 1.59% Add +2.9% 71,420 $12.3M
Emerald Advisors, LLC 1.63% Add +8.6% 71,071 $12.3M
5th Street Advisors, LLC 5.87% Add +11.4% 70,430 $12.2M
AJ Advisors, LLC 6.21% Add +2.4% 70,195 $12.1M
Weaver Capital Management LLC 3.23% Add +1.0% 70,141 $12.1M
QRG Capital Management, Inc. 0.13% Add +12.5% 70,093 $12.1M
Ascent Group, LLC 0.52% Add +5.6% 69,794 $12.1M
Diversified Portfolios, Inc. 1.26% Add +0.8% 69,488 $12.0M
CGN Advisors LLC 1.17% Reduce -2.4% 69,421 $12.0M
Cercano Management LLC 0.35% No change 69,120 $11.9M
Titleist Asset Management, LLC 1.36% Add +63.4% 67,924 $11.7M
Greenbush Financial Group, LLC 5.80% Add +10.0% 67,538 $11.7M
Traveka Wealth, LLC 6.51% Add +3.1% 67,245 $11.6M
Grove Bank & Trust 1.55% Reduce -1.6% 67,219 $11.6M
PCA Investment Advisory Services Inc. 6.14% Add +21.2% 67,188 $11.6M
Oppenheimer & Co. Inc. 0.18% Add +15.4% 67,054 $11.6M
Collective Family Office LLC 3.10% Add +3.5% 66,481 $11.5M
Americana Partners, LLC 0.44% Reduce -3.0% 66,139 $11.4M
Valmark Advisers, Inc. 0.17% Reduce -3.9% 65,868 $11.4M
Archford Capital Strategies, LLC 1.66% Reduce -9.1% 65,738 $11.4M
Dynamic Wealth Strategies, LLC 9.39% Reduce -3.0% 65,378 $11.3M
Affiance Financial, LLC 2.63% Add +7.8% 65,229 $11.3M
Mayfair Advisory Group, LLC 6.49% Add +13.4% 65,130 $11.3M
Beacon Bridge Wealth Partners, LLC 4.78% Add +28.1% 64,788 $11.2M
Aire Advisors, LLC 2.34% Reduce -3.1% 64,415 $11.1M
Refined Wealth Management 9.09% New 64,348 $11.1M
Transcend Capital Advisors, LLC 0.80% Reduce -1.3% 64,274 $11.1M
CoreCap Advisors, LLC 0.49% Add +8.5% 64,258 $11.1M
Pathstone Holdings, LLC 0.05% Add +2.1% 63,771 $11.0M
Red Wave Investments LLC 3.90% Reduce -4.4% 62,908 $10.9M
Maryland Capital Advisors Inc. 4.79% Add +6.7% 62,881 $10.9M
Caprock Group, LLC 0.33% Add +103.0% 62,746 $10.8M
Sandbox Financial Partners, LLC 3.82% Add +0.3% 62,611 $10.8M
Mokosak Advisory Group, LLC 3.33% Add +1.9% 62,443 $10.8M
Commerce Bank 0.07% Add +2.0% 62,181 $10.7M
Quotient Wealth Partners, LLC 0.34% Reduce -1.1% 62,065 $10.7M
American Investment Services, Inc. 1.89% Reduce -4.2% 62,064 $10.7M
Lodestar Private Asset Management LLC 1.35% Add +2.6% 62,029 $10.7M
Beacon Financial Group 1.17% Add +47.2% 61,883 $10.7M
Manuka Financial, LLC 6.87% Add +3.0% 61,366 $10.6M
Moody National Bank Trust Division 1.10% Add +33.3% 61,330 $10.6M
Susquehanna International Group, LLP 0.02% Add +671.2% 61,236 $10.6M
Keystone Financial Group 1.07% Reduce -5.2% 60,933 $10.5M
Symmetry Partners, LLC 1.45% Reduce -22.7% 60,506 $10.5M
Nomura Asset Management Co. Ltd. 0.03% Reduce -66.1% 60,400 $10.4M
Safir Wealth Advisors, LLC 8.25% Add +3.9% 60,217 $10.4M
Five Pine Wealth Management 8.45% Add +14.3% 60,060 $10.4M
Foundations Investment Advisors, LLC 0.19% Add +4.0% 59,894 $10.3M
OneDigital Investment Advisors LLC 0.12% Reduce -10.2% 59,816 $10.3M
Zhang Financial LLC 0.55% Add +3.4% 59,684 $10.3M
Wealthfront Advisers LLC 0.03% Reduce -4.1% 59,605 $10.3M
Perigon Wealth Management, LLC 0.26% Add +1.0% 59,549 $10.3M
G&S Capital LLC 4.37% Add +4.1% 59,528 $10.3M
BTC Capital Management, Inc. 0.93% Reduce -1.0% 59,063 $10.2M
Northeast Financial Consultants Inc 0.45% Reduce -8.6% 58,512 $10.1M
IFP Advisors, Inc 0.31% Add +12.0% 58,159 $10.0M
Integrity Wealth Solutions LLC 5.43% Add +6.8% 57,979 $10.0M
Sterling Investment Advisors LLC 5.63% Add +4.1% 57,940 $10.0M
Payne Capital Management, LLC 4.26% Add +1.1% 57,830 $10.0M
Wedbush Securities Inc. 0.37% Add +4.4% 57,814 $10.0M
Capital Analysts, LLC 0.37% Add +12.6% 57,565 $9.9M
Snowden Capital Advisors LLC 0.32% Reduce -4.2% 57,561 $9.9M
Hoge Financial Services, LLC 6.92% Add +4.7% 57,306 $9.9M
CWS Financial Advisors, LLC 3.09% Add +7.7% 56,712 $9.8M
Lutz Financial Services LLC 0.80% Add +3.1% 56,465 $9.8M
Raab & Moskowitz Asset Management LLC 2.44% Reduce -0.7% 56,015 $9.7M
Mayport, LLC 2.67% Add +8.7% 55,960 $9.7M
Von Berge Wealth Management Group, LLC 6.22% Add +4.2% 58,419 $9.6M
Cornerstone Wealth Management, LLC 0.65% Add +3.8% 55,826 $9.6M
Breed's Hill Capital LLC 5.20% Add +4.0% 55,794 $9.6M
Keeler & Nadler Financial Planning & Wealth Management 4.29% Reduce -0.2% 55,710 $9.5M
Black Diamond Financial, LLC 1.43% Add +1.4% 55,020 $9.5M
Vantagepoint Investment Advisers LLC 1.08% No change 55,020 $9.5M
HTG Investment Advisors, Inc. 3.95% Add +19.3% 54,855 $9.5M
Cranbrook Wealth Management, LLC 2.20% Add +0.1% 54,818 $9.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.28% New 54,695 $9.4M
Benjamin Edwards Inc. 0.13% Add +11.8% 54,363 $9.4M
CENTRAL TRUST Co 0.23% Add +1.1% 54,015 $9.3M
Hurley Capital, LLC 7.03% Add +4.0% 53,648 $9.3M
HB Wealth Management, LLC 0.08% Add +47.6% 53,588 $9.3M
AQR Capital Management 0.01% Add +303.4% 53,366 $9.2M
Inlight Wealth Management, LLC 5.70% Add +7.4% 53,326 $9.2M
BLB&B Advisors, LLC 0.47% No change 53,272 $9.2M
Gunma Bank,Ltd. 2.95% Add +39.5% 53,000 $9.2M
First Heartland Consultants, Inc. 0.94% Reduce -11.9% 52,909 $9.1M
Northstar Group, Inc. 1.55% Add +1.8% 52,780 $9.1M
Werba Rubin Papier Wealth Management 1.97% Add +14.8% 52,426 $9.1M
Wolf Group Capital Advisors 3.03% Add +90.7% 52,168 $9.0M
Family Manage LLC 1.49% Add +11.0% 52,140 $9.0M
Cooksen Wealth, LLC 9.12% Reduce -8.5% 55,177 $9.0M
Pinnacle Associates Ltd. 0.13% Add +3.4% 51,785 $8.9M
Watershed Private Wealth LLC 3.57% Add +41.3% 51,756 $8.9M
Sapient Capital LLC 0.18% Reduce -6.8% 51,665 $8.9M
IHT Wealth Management, LLC 0.28% Add +15.2% 51,360 $8.9M
First National Bank Sioux Falls 3.59% Add +11.6% 51,306 $8.9M
Nations Financial Group Inc, /Ia/ 0.68% Reduce -1.8% 51,276 $8.9M
Watts Gwilliam & Co., LLC 1.91% Add +7.7% 50,997 $8.8M
Delta Financial Group, Inc. 2.01% Add +4.7% 50,390 $8.8M
Cyndeo Wealth Partners, LLC 0.58% Add +0.3% 50,890 $8.8M
Connecticut Wealth Management, LLC 0.46% New 50,828 $8.8M
Magnolia Capital Advisors LLC 2.38% Reduce -1.7% 50,633 $8.7M
Prestige Wealth Management Group LLC 1.87% Add +23.6% 50,606 $8.7M
Vivid Wealth Management, LLC 4.37% Add +43.1% 50,591 $8.7M
Apollon Wealth Management, LLC 0.19% Reduce -2.5% 50,569 $8.7M
Flagship Wealth Advisors, LLC 3.65% Add +32.5% 50,259 $8.7M
Qube Research & Technologies Ltd 0.01% Reduce -9.0% 50,232 $8.7M
Kingsview Wealth Management, LLC 0.16% Reduce -10.0% 49,961 $8.6M
Wilmington Savings Fund Society, FSB 0.16% Add +2.4% 49,923 $8.6M
Planning Alternatives Ltd. 1.32% Reduce -0.5% 49,865 $8.6M
Weinberger Asset Management, Inc 3.67% Reduce -1.2% 49,586 $8.6M
Manning & Napier Advisors LLC 0.10% Reduce -31.3% 49,138 $8.5M
Founders Financial Securities LLC 0.72% Add +20.7% 51,232 $8.5M
JMG Financial Group, Ltd. 0.29% Reduce -1.3% 49,000 $8.5M
Atmos Advisory, LLC 5.66% Add +4.0% 48,866 $8.4M
Orser Capital Management, LLC 6.19% Reduce -10.8% 48,807 $8.4M
Cora Capital Advisors LLC 4.03% Add +2.9% 48,652 $8.4M
TPG Financial Advisors, LLC 3.71% Add +5.4% 48,592 $8.4M
Drucker Wealth 3.0, LLC 1.84% Add +12.2% 48,519 $8.4M
Regent Peak Wealth Advisors LLC 1.97% Reduce -14.3% 48,418 $8.4M
Interchange Capital Partners, LLC 2.33% Add +0.0% 48,221 $8.3M
Main Line Retirement Advisors, LLC 5.40% Add +2.9% 48,159 $8.3M
Alliance Wealth Advisors, LLC 4.88% Add +274.9% 48,013 $8.3M
Per Stirling Capital Management, LLC. 1.18% New 47,550 $8.2M
Capstone Investment Advisors, LLC 0.09% New 47,501 $8.2M
First County Bank 4.54% Add +0.7% 47,477 $8.2M
NorthLanding Financial Partners, LLC 7.97% Add +0.0% 46,965 $8.1M
St. Louis Trust Co 1.17% Reduce -0.4% 46,713 $8.1M
Ausdal Financial Partners, Inc. 0.61% Add +727.8% 46,569 $8.0M
FF Advisors,LLC 4.60% Add +6.5% 47,857 $8.0M
Eclectic Associates Inc. 2.13% Add +2.8% 46,038 $8.0M
Prairieview Wealth Partners, LLC 9.71% Reduce -13.1% 46,004 $7.9M
Duncan Williams Asset Management, LLC 2.87% Add +3.2% 45,989 $7.9M
Olistico Wealth, LLC 4.91% Reduce -1.6% 45,946 $7.9M
Lansing Street Advisors 2.65% Add +5.4% 45,845 $7.9M
Gladstone Institutional Advisory LLC 0.37% Add +7.5% 45,677 $7.9M
Asset Planning Corporation 4.64% Add +2.2% 45,565 $7.9M
Hohimer Wealth Management, LLC 1.55% Reduce -0.0% 45,489 $7.9M
Horizon Bancorp Inc. 4.44% Reduce -35.0% 45,434 $7.8M
Private Wealth Advisors, LLC 3.28% Reduce -0.7% 45,154 $7.8M
Focus Financial Network, Inc. 0.32% Add +3.5% 45,085 $7.8M
KFA Private Wealth Group, LLC 2.72% Add +4.6% 45,073 $7.8M
Elevated Capital Advisors, LLC 2.15% Reduce -6.0% 44,464 $7.7M
Register Financial Advisors LLC 3.99% Add +4.4% 44,313 $7.7M
Harbor Investment Advisory, LLC 0.74% Add +0.9% 44,040 $7.6M
GenTrust, LLC 0.36% Add +0.0% 43,984 $7.6M
Performance Wealth Partners, LLC 0.27% Add +29.1% 43,915 $7.6M
Wealth Management Strategies, Inc. 5.05% Add +23.9% 43,743 $7.6M
Advisors Preferred, LLC 1.01% Add +15.3% 43,800 $7.5M
Avantax Planning Partners, Inc. 0.27% Reduce -0.9% 43,670 $7.5M
Willis Johnson & Associates, Inc. 0.57% Reduce -5.6% 43,660 $7.5M
GoalFusion Wealth Management, LLC 4.09% Add +1.5% 43,265 $7.5M
Hardy Reed LLC 0.66% No change 43,231 $7.5M
Brighton Jones LLC 0.24% Add +0.7% 42,914 $7.4M
Nicolet Advisory Services, LLC 0.73% Reduce -3.5% 46,388 $7.4M
Spreng Capital Management, Inc. 3.44% Add +3.4% 42,833 $7.4M
Corrigan Financial, Inc. 1.52% Reduce -2.0% 42,636 $7.4M
Kingswood Wealth Advisors, LLC 0.67% Add +10.8% 42,430 $7.3M
Quantinno Capital Management LP 0.05% Add +25.4% 42,213 $7.3M
LongView Wealth Management 2.18% Add +5.3% 42,135 $7.3M
Paragon Capital Management Ltd 1.48% Add +0.4% 41,615 $7.2M
Florida Financial Advisors, LLC 2.82% Add +9.1% 41,497 $7.2M
Founders Grove Wealth Partners, LLC 1.99% Add +7.2% 41,281 $7.1M
UNIVEST FINANCIAL Corp 0.46% Add +14.6% 41,133 $7.1M
VSM Wealth Advisory, LLC 2.55% Add +25.9% 41,042 $7.1M
Signet Financial Management, LLC 0.94% Reduce -8.0% 40,483 $7.0M
Blue Trust, Inc. 0.09% Add +10.3% 40,195 $6.9M
Cardiff Park Advisors, LLC 0.67% Add +1.6% 40,179 $6.9M
Cerro Pacific Wealth Advisors LLC 2.25% Add +12.2% 40,934 $6.9M
Perennial Investment Advisors, LLC 0.78% Add +1.2% 40,008 $6.9M
Ocean Park Asset Management, LLC 0.24% No change 39,800 $6.9M
Forbes Financial Planning, Inc. 5.09% Reduce -2.2% 39,795 $6.9M
Sharper & Granite LLC 2.83% Add +4.8% 39,702 $6.9M
Strategic Family Wealth Counselors, L.L.C. 2.23% Add +4.0% 39,699 $6.9M
Investment Advisory Group, LLC 2.29% Add +4.5% 39,585 $6.8M
Neuberger Berman Group LLC 0.01% Reduce -8.7% 39,523 $6.8M
Semmax Financial Advisors Inc. 1.84% Reduce -2.3% 40,508 $6.8M
Pine Valley Investments Ltd Liability Co 0.44% Reduce -2.4% 39,296 $6.8M
Valeo Financial Advisors, LLC 0.19% Add +1.9% 39,248 $6.8M
Ancora Advisors LLC 0.15% Reduce -1.3% 39,216 $6.8M
Dravo Bay LLC 3.55% Reduce -6.7% 38,797 $6.7M
Advyzon Investment Management, LLC 2.37% Add +15.1% 38,742 $6.7M
Ackerman Capital Advisors, LLC 1.77% Reduce -0.5% 38,723 $6.7M
Kovack Advisors, Inc. 0.71% Reduce -0.8% 38,723 $6.7M
Frontier Asset Management, LLC 1.94% Reduce -1.8% 38,722 $6.7M
Level Financial Advisors 2.27% Add +47.6% 38,709 $6.7M
Financial Counselors Inc. 0.10% Add +3.3% 38,671 $6.7M
Mustard Seed Financial, LLC 5.31% Add +0.5% 38,212 $6.6M
Trust Co of the South 1.38% Add +28.6% 38,145 $6.6M
WBH Advisory Inc. 0.61% Reduce -21.1% 38,143 $6.6M
Atlas Capital Advisors Inc. 0.82% Add +6.6% 38,136 $6.6M
O'shaughnessy Asset Management, LLC 0.05% Add +15.0% 38,037 $6.6M
Birnam Oak Advisors, LP 2.75% No change 38,000 $6.6M
Mackenzie Financial Corp. 0.01% Add +142.5% 37,765 $6.5M
Accel Wealth Management 2.35% Add +18.7% 37,695 $6.5M
Avestar Capital, LLC 0.62% Reduce -21.7% 37,575 $6.5M
Wetzel Investment Advisors, Inc. 3.28% Add +5.6% 37,485 $6.5M
Koss-Olinger Consulting, LLC 0.55% Reduce -0.6% 37,468 $6.5M
IPG Investment Advisors LLC 1.45% Add +1.0% 37,059 $6.4M
Family CFO Inc 3.50% Add +0.6% 36,928 $6.4M
Greenberg Financial Group 2.66% — 32,485 $6.4M
MCF Advisors LLC 0.46% Add +90.7% 36,818 $6.4M
Uptick Partners, LLC 2.14% Reduce -1.1% 36,662 $6.3M
Nisa Investment Advisors, LLC 0.03% No change 36,600 $6.3M
Financial Life Advisors 2.35% Reduce -1.4% 36,562 $6.3M
Simmons Bank 0.47% Reduce -1.6% 36,100 $6.2M
Phillips Financial Management, LLC 0.48% Add +2.3% 35,897 $6.2M
Flagship Harbor Advisors, LLC 0.33% Add +0.4% 35,819 $6.2M
Grey Ledge Advisors, LLC 1.62% Reduce -2.4% 35,731 $6.2M
N.E.W. Advisory Services LLC 0.47% Add +22.5% 35,641 $6.2M
Estate Counselors, LLC 0.64% Add +559.6% 35,597 $6.1M
Flagstar Securities, Inc. 1.57% Reduce -8.1% 35,573 $6.1M
Marietta Wealth Management, LLC 0.90% Add +6.9% 35,524 $6.1M
Insigneo Advisory Services, LLC 0.63% Add +4.2% 35,439 $6.1M
Beaumont Financial Advisors, LLC 0.48% Add +0.7% 35,366 $6.1M
Verdence Capital Advisors LLC 0.46% Add +3.8% 35,010 $6.0M
Avant Capital LLC 5.00% Add +3.3% 34,776 $6.0M
Eagle Strategies LLC 1.04% Add +13.5% 34,742 $6.0M
Martel Wealth Advisors LLC 1.19% Reduce -0.8% 34,513 $6.0M
Fortune 45 LLC 3.90% Add +281.0% 34,511 $6.0M
StoneX Group Inc. 0.33% Add +26.4% 34,497 $6.0M
SigFig Wealth Management, LLC 0.21% Add +3.3% 34,765 $5.9M
Wealthedge Investment Advisors, LLC 2.68% Reduce -18.7% 34,351 $5.9M
Riversedge Advisors, LLC 1.31% Add +10.3% 34,120 $5.9M
Fermata Advisors, LLC 1.06% Reduce -22.3% 34,033 $5.9M
TFR Capital, LLC. 2.44% Reduce -26.2% 33,963 $5.9M
Integrated Investment Consultants, LLC 1.17% Reduce -1.1% 33,901 $5.9M
Journey Beyond Wealth, LLC 5.46% Add +0.9% 33,818 $5.8M
Vicus Capital 0.54% Reduce -3.1% 33,707 $5.8M
Chris Bulman Inc 3.63% Reduce -4.1% 33,270 $5.7M
Cutler Investment Counsel LLC 0.69% Reduce -5.4% 33,193 $5.7M
Osborne Partners Capital Management, LLC 0.33% Reduce -3.3% 33,092 $5.7M
Abacus Planning Group, Inc. 1.00% Reduce -0.3% 33,027 $5.7M
Agf Management Ltd. 0.03% Reduce -15.9% 32,817 $5.7M
Santori & Peters, Inc. 2.28% Reduce -0.1% 32,785 $5.7M
Aries Wealth Management 1.54% Add +3.5% 32,734 $5.7M
Fourth Dimension Wealth, LLC 2.73% Add +0.1% 32,681 $5.6M
McLean Asset Management Corp 1.86% Reduce -1.7% 36,647 $5.6M
Winthrop Capital Management, LLC 1.55% Reduce -5.8% 32,570 $5.6M
U.S. Capital Wealth Advisors, LLC 0.17% Reduce -1.5% 32,381 $5.6M
Bath Savings Trust Co 0.58% Add +0.7% 32,320 $5.6M
Red Tortoise LLC 2.90% Reduce -0.1% 32,226 $5.6M
One Capital Management, LLC 0.19% Add +1.1% 32,073 $5.5M
Washington Trust Advisors, Inc. 0.49% Reduce -0.4% 32,023 $5.5M
Security Financial Services, INC. 1.10% Add +36.1% 31,998 $5.5M
Laraway Financial Advisors Inc 4.38% Add +13.4% 31,915 $5.5M
Factor Wealth Management LTD 1.69% Add +20.6% 31,870 $5.5M
Stratos Wealth Advisors, LLC 0.30% Reduce -10.2% 31,813 $5.5M
Windward Private Wealth Management Inc. 2.14% Reduce -0.6% 31,714 $5.5M
Alexander Labrunerie & Co., Inc. 2.40% Add +1.4% 31,702 $5.5M
Texas Yale Capital Corp. 0.22% Add +0.7% 31,669 $5.5M
Sax Wealth Advisors, LLC 0.39% Add +1.7% 31,637 $5.5M
Planwiser Financial, LLC 4.94% — 32,552 $5.5M
Trinity Financial Advisors LLC 1.96% Reduce -4.9% 32,527 $5.4M
Capital Advisors, Ltd. LLC 0.71% Reduce -1.6% 31,305 $5.4M
Yarger Wealth Strategies, LLC 3.15% Reduce -2.3% 31,215 $5.4M
Beaumont Asset Management, L.L.C. 3.24% Add +1.9% 31,074 $5.4M
Ballentine Partners, LLC 0.09% Add +7.1% 31,015 $5.4M
Stephen J. Garry & Associates, LLC 4.97% Add +5.2% 30,787 $5.3M
Destination Wealth Management 0.17% Add +4.3% 30,781 $5.3M
Stevens Capital Partners 2.50% Reduce -27.4% 30,752 $5.3M
Painted Porch Advisors LLC 2.21% Add +14.4% 30,547 $5.3M
Argent Trust Co 0.22% Reduce -0.7% 30,519 $5.3M
Intellectus Partners, LLC 1.30% Add +6.8% 30,436 $5.3M
Nikulski Financial, Inc. 1.58% Reduce -2.0% 30,272 $5.2M
Idaho Trust Co 2.13% Reduce -2.6% 30,244 $5.2M
LPWM LLC 1.68% Reduce -0.5% 30,232 $5.2M
Catalyst Private Wealth, LLC 2.52% Reduce -2.1% 29,912 $5.2M
Clarity Capital Advisors, LLC 3.38% Add +5.6% 29,829 $5.2M
OneAscent Financial Services LLC 0.33% Add +141.1% 29,660 $5.1M
Fiduciary Advisors, Inc. 5.04% Add +0.6% 29,531 $5.1M
Defined Wealth Management, LLC 3.42% Reduce -1.3% 29,476 $5.1M
ArchPoint Investors 1.67% No change 29,467 $5.1M
Gateway Wealth Partners, LLC 1.13% Add +2.7% 29,194 $5.0M
Syon Capital LLC 0.41% Add +7.8% 29,114 $5.0M
Csenge Advisory Group 0.28% Reduce -4.8% 31,057 $5.0M
Tsfg, LLC 1.03% Reduce -4.9% 29,072 $5.0M
Johnson Investment Counsel Inc. 0.05% Reduce -2.3% 29,028 $5.0M
Bonfire Financial 4.60% Reduce -10.2% 28,915 $5.0M
Grandview Asset Management LLC 1.89% Add +42.7% 28,761 $5.0M
Family Wealth Partners, LLC 2.25% Reduce -3.2% 28,565 $4.9M
Montag A & Associates Inc. 0.25% Reduce -0.0% 28,511 $4.9M
Coastal Bridge Advisors, LLC 0.70% Add +27.6% 28,505 $4.9M
Opus Capital Group, LLC 0.63% Reduce -1.6% 28,495 $4.9M
Kelleher Financial Advisors 1.96% Reduce -4.0% 28,443 $4.9M
Oak Harvest Investment Services 0.68% Add +8.5% 28,178 $4.9M
Diversified Trust Co. 0.12% Reduce -5.3% 28,074 $4.8M
Sound View Wealth Advisors Group, LLC 0.40% Reduce -4.5% 28,073 $4.8M
Prospect Financial Services LLC 2.68% Reduce -0.3% 27,980 $4.8M
BCS Wealth Management 1.24% Reduce -0.2% 27,824 $4.8M
Horizon Investments, LLC 0.14% Add +61.0% 27,749 $4.8M
Richardson Financial Services Inc. 3.64% Reduce -25.9% 27,719 $4.8M
Long Island Wealth Management, Inc. 2.91% Add +0.1% 27,697 $4.8M
Diversified Enterprises, LLC 0.40% Add +186.2% 27,515 $4.8M
RoundAngle Advisors LLC 4.36% Add +1.7% 27,464 $4.7M
Kiley Juergens Wealth Management, LLC 1.26% Add +3.9% 27,317 $4.7M
Novak & Powell Financial Services, Inc. 2.93% Reduce -5.7% 27,291 $4.7M
Empowered Funds, LLC 0.07% Add +5.3% 27,233 $4.7M
Belpointe Asset Management LLC 0.24% Add +98.3% 27,170 $4.7M
Wedmont Private Capital 0.24% Add +0.0% 28,911 $4.7M
Private Wealth Asset Management, LLC 0.67% — 27,030 $4.7M
Dorsey & Whitney Trust CO LLC 0.27% Reduce -0.6% 26,895 $4.6M
Greystone Financial Group, LLC 0.84% Reduce -19.3% 26,863 $4.6M
Compass Ion Advisors, LLC 0.55% Reduce -3.6% 26,837 $4.6M
MA Private Wealth 0.86% Add +0.3% 26,615 $4.6M
Dentgroup LLC 3.40% Add +0.8% 26,282 $4.5M
Krilogy Financial LLC 0.29% Add +12.4% 26,269 $4.5M
Apexium Financial, LP 0.27% Add +29.8% 26,044 $4.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.08% Reduce -0.6% 26,030 $4.5M
Bryn Mawr Trust Advisors, LLC 0.27% Add +0.5% 25,905 $4.5M
Rehmann Capital Advisory Group 0.28% Add +0.6% 25,656 $4.4M
Well Done, LLC 0.80% Reduce -0.9% 26,017 $4.4M
American Alpha Advisors, LLC 3.89% Reduce -0.0% 25,425 $4.4M
Wealth Preservation Advisors, LLC 3.12% — 25,283 $4.4M
Strategic Investment Solutions, Inc. 1.26% Add +14.7% 25,203 $4.4M
GWN Securities Inc. 0.25% Add +974.3% 25,536 $4.3M
Ami Investment Management Inc. 1.40% Add +33.0% 25,104 $4.3M
Wescott Financial Advisory Group, LLC 0.45% Reduce -10.1% 25,065 $4.3M
First Financial Bank - Trust Division 0.42% Reduce -1.6% 25,035 $4.3M
Councilor Wealth, LLC 2.16% Add +5.3% 25,019 $4.3M
Ironsides Asset Advisors, LLC 1.26% Reduce -0.0% 24,945 $4.3M
Barrett & Company, Inc. 1.84% Reduce -5.4% 24,780 $4.3M
Chesley Taft & Associates LLC 0.21% Add +1.2% 24,719 $4.3M
Lodestone Wealth Management LLC 2.27% Add +0.4% 24,649 $4.3M
Claris Financial LLC 2.80% No change 25,127 $4.3M
Good Life Advisors, LLC 0.30% Add +7.5% 24,566 $4.2M
Carolinas Wealth Consulting LLC 0.91% Add +10.1% 24,415 $4.2M
Wealth Management Resources, Inc. 1.53% Add +5.2% 24,365 $4.2M
First Manhattan Co. Llc. 0.01% Reduce -7.4% 24,273 $4.2M
Great Lakes Advisors, LLC 0.04% Reduce -4.0% 24,282 $4.2M
Hillcrest Wealth Advisors - NY, LLC 2.05% No change 23,970 $4.1M
Glass Jacobson Investment Advisors llc 1.36% No change 24,441 $4.1M
Hickory Asset Management, Inc. 3.67% Reduce -4.0% 23,909 $4.1M
Newton One Investments LLC 1.47% Reduce -0.0% 23,822 $4.1M
Continuum Advisory, LLC 0.53% Add +5.9% 23,786 $4.1M
Birchcreek Wealth Management, LLC 2.58% Reduce -4.5% 23,658 $4.1M
Culbertson A N & Co. Inc. 0.65% Add +0.1% 23,654 $4.1M
Auxano Advisors, LLC 1.08% Reduce -0.1% 23,616 $4.1M
Blueprint Investment Partners LLC 0.74% Add +47.1% 23,513 $4.1M
Millennium Management 0.00% New 23,458 $4.1M
Charter Oak Capital Management, LLC 0.37% Add +6.7% 23,310 $4.0M
Motiv8 Investments LLC 2.64% Reduce -5.0% 23,038 $4.0M
Independent Advisor Alliance 0.13% Reduce -81.0% 22,868 $4.0M
Hexagon Capital Partners LLC 0.75% Reduce -2.2% 22,826 $3.9M
World Investment Advisors 0.10% Add +3.2% 22,733 $3.9M
Debussy Capital Management LP 0.63% Reduce -0.1% 22,550 $3.9M
Sterling Group Wealth Management, LLC 2.08% Reduce -3.2% 22,494 $3.9M
National Philanthropic Trust 0.06% Add +0.4% 22,440 $3.9M
Seeds Investor LLC 1.09% Add +1.4% 22,429 $3.9M
Aegis Wealth Management LLC 2.27% Add +0.4% 22,379 $3.9M
Quest 10 Wealth Builders, Inc. 4.13% Reduce -6.9% 22,246 $3.9M
AlTi Global, Inc. 0.10% Reduce -36.8% 22,322 $3.9M
Disciplined Investments, LLC 1.77% Add +0.1% 22,289 $3.9M
Prosperity Planning, Inc. 1.73% Reduce -1.2% 22,228 $3.8M
Keyvantage Wealth, LLC 1.87% Reduce -44.5% 22,202 $3.8M
Renaissance Technologies 0.01% Add +91.4% 22,200 $3.8M
Victrix Investment Advisors 2.01% New 22,997 $3.8M
Clarius Group, LLC 0.24% Reduce -1.8% 22,143 $3.8M
Davidson Trust Co. 1.82% Reduce -2.0% 22,098 $3.8M
NorthStar Asset Management LLC 2.38% Reduce -0.1% 22,064 $3.8M
Pioneer Wealth Management Group 1.64% — 22,017 $3.8M
Old National Bancorp 0.10% Reduce -4.9% 21,975 $3.8M
Avidian Wealth Enterprises, LLC 0.17% Add +0.6% 21,954 $3.8M
Quadcap Wealth Management, LLC 0.55% Reduce -26.0% 21,829 $3.8M
GFS Advisors, LLC 0.76% Reduce -6.4% 21,815 $3.8M
LifePlan Investment Advisors, Inc. 2.16% Add +10.3% 21,765 $3.8M
TRUE Private Wealth Advisors 0.46% Add +2.4% 21,745 $3.8M
Emergent Wealth Advisors, LLC 2.72% Add +8.1% 21,704 $3.7M
Smartleaf Asset Management LLC 0.36% Add +26.7% 21,944 $3.7M
Paces Ferry Wealth Advisors, LLC 1.86% Add +0.4% 21,654 $3.7M
Synovus Financial Corp. 0.05% Add +31.6% 21,612 $3.7M
XML Financial, LLC 0.35% Add +1.0% 21,473 $3.7M
Independent Financial Group, LLC 0.13% Reduce -0.4% 21,402 $3.7M
Magnus Financial Group LLC 0.36% Add +1.9% 21,329 $3.7M
Tobias Financial Advisors, Inc. 0.71% Reduce -0.1% 21,311 $3.7M
Moisand Fitzgerald Tamayo, LLC 0.51% Reduce -0.1% 21,304 $3.7M
Root Financial Partners, LLC 0.39% Add +16.7% 21,278 $3.7M
King Wealth Management Group 0.56% Add +4.3% 21,204 $3.7M
Moser Wealth Advisors, LLC 1.92% Add +10.7% 21,200 $3.7M
Maxele Advisors, LLC 3.53% Add +17.0% 21,172 $3.7M
Acropolis Investment Management, LLC 0.22% Add +20.8% 21,165 $3.7M
Hubbell Strickland Wealth Management, LLC 1.73% Add +0.6% 21,153 $3.7M
United Bank 1.50% Add +0.4% 21,054 $3.6M
Wealth Advisory Solutions, LLC 0.96% Add +13.3% 20,974 $3.6M
Siligmueller & Norvid Wealth Advisors LLC 1.53% No change 20,952 $3.6M
SageView Advisory Group, LLC 0.15% Reduce -8.3% 20,951 $3.6M
Carret Asset Management, LLC 0.41% Reduce -0.4% 20,868 $3.6M
Pallas Capital Advisors LLC 0.15% Reduce -1.9% 20,813 $3.6M
Kuhn & Co Investment Counsel 3.03% Add +7.8% 20,810 $3.6M
United Advisor Group, LLC 0.73% Add +10.3% 20,709 $3.6M
Axxcess Wealth Management, LLC 0.10% Add +76.1% 20,709 $3.6M
Triune Financial Partners, LLC 1.13% Reduce -0.7% 20,636 $3.6M
Prostatis Group LLC 1.12% Add +13.3% 20,624 $3.6M
City State Bank 1.17% Add +8.0% 20,563 $3.6M
Peak Retirement Planning, Inc. 1.97% Add +15.1% 20,562 $3.6M
Moloney Securities Asset Management, LLC 0.48% Add +128.2% 20,532 $3.5M
Hilltop Holdings Inc. 0.22% Add +6.6% 20,520 $3.5M
Cascade Wealth Advisors, Inc 2.45% Reduce -5.2% 21,678 $3.5M
LifeSteps Financial, Inc. 2.86% Add +22.3% 20,424 $3.5M
Bridgewealth Advisory Group, LLC 4.63% Reduce -58.5% 20,408 $3.5M
Stonegate Investment Group, LLC 0.09% Add +13.1% 20,384 $3.5M
Marotta Asset Management 0.69% Add +9.4% 20,119 $3.5M
ERn Financial, LLC 0.55% Reduce -2.6% 20,318 $3.5M
Uptown Financial Advisors LLC 3.63% Reduce -0.3% 20,317 $3.5M
Lindbrook Capital, LLC 0.32% Add +0.1% 20,282 $3.5M
Old North State Wealth Management, LLC 1.95% Reduce -0.6% 20,256 $3.5M
MV Capital Management, Inc. 0.37% Add +23.0% 20,208 $3.5M
Arete Wealth Advisors, LLC 0.26% Add +27.5% 20,066 $3.5M
Tacita Capital Inc 2.50% Reduce -4.7% 20,052 $3.5M
Theory Financial LLC 1.45% Reduce -1.4% 19,959 $3.4M
Evanson Asset Management, LLC 0.24% Reduce -5.5% 19,953 $3.4M
Milestone Investment Advisors LLC 0.96% Reduce -1.9% 19,919 $3.4M
Strategic Financial Partners, Ltd. 1.80% Reduce -0.4% 19,794 $3.4M
Roof Eidam Maycock Peralta, LLC 0.90% Add +38.2% 19,714 $3.4M
DT Investment Partners, LLC 0.33% Reduce -0.5% 19,590 $3.4M
Segment Wealth Management, LLC 0.23% No change 19,590 $3.4M
Fiduciary Financial Group, LLC 0.74% Add +190.1% 21,166 $3.4M
Sawgrass Asset Management LLC 0.41% Reduce -2.8% 19,461 $3.4M
Litman Gregory Wealth Management LLC 0.29% Add +0.0% 19,422 $3.4M
Nicolet Bankshares Inc. 0.67% Reduce -0.8% 19,396 $3.4M
Strategic Financial Concepts, LLC 0.63% Add +9.9% 19,346 $3.3M
Forza Wealth Management, LLC 1.50% Add +10.4% 19,277 $3.3M
Insight Advisors, LLC/ PA 0.58% Add +0.0% 19,220 $3.3M
Joel Isaacson & Co., LLC 0.15% Add +41.3% 19,169 $3.3M
Empower Advisory Group, LLC 0.01% Add +3.8% 19,095 $3.3M
Financial Advocates Investment Management 0.23% Reduce -64.5% 18,984 $3.3M
NORTHSTAR ASSET MANAGEMENT Co 0.79% Add +7.9% 18,915 $3.3M
Tradewinds, LLC. 0.92% Add +54.3% 18,880 $3.3M
Leavell Investment Management, Inc. 0.16% Add +1.4% 18,871 $3.3M
Moneco Advisors, LLC 0.34% Add +0.8% 18,781 $3.2M
Cambiar Investors LLC 0.14% Add +86.6% 18,764 $3.2M
Meeder Advisory Services, Inc. 0.19% Add +27.4% 18,762 $3.2M
Principle Wealth Partners LLC 0.23% Add +1.2% 18,736 $3.2M
Cornerstone Advisory, LLC 0.38% Add +5.3% 19,384 $3.2M
Sheets Smith Wealth Management 0.40% Add +0.0% 18,667 $3.2M
L.K. Benson & Company, P.C. 2.21% Reduce -8.5% 18,511 $3.2M
United Bank 0.41% Reduce -21.0% 18,453 $3.2M
Weitzel Financial Services, Inc. 1.52% Add +3.8% 19,043 $3.2M
AdvisorNet Financial, Inc 0.24% Add +2.4% 18,349 $3.2M
Luminvest Wealth Management LLC 1.31% Add +0.5% 18,345 $3.2M
JFS Wealth Advisors, LLC 0.21% Add +787.5% 18,327 $3.2M
Glenview Trust Co 0.06% Reduce -6.6% 18,235 $3.1M
Clear Creek Financial Management, LLC 0.33% Reduce -4.2% 18,220 $3.1M
Sage Mountain Advisors LLC 0.23% Reduce -0.1% 18,168 $3.1M
WoodTrust Financial Corp 0.44% Add +9.3% 18,105 $3.1M
Compass Advisory Group LLC 1.08% Reduce -3.1% 18,034 $3.1M
Northeast Investment Management 0.14% Add +0.5% 17,994 $3.1M
Monument Group Wealth Advisors, LLC 2.15% Add +15.1% 17,993 $3.1M
Fonville Wealth Management LLC 0.92% Add +4.7% 18,447 $3.1M
Beacon Financial Advisory LLC 0.93% Add +15.2% 17,846 $3.1M
Maia Wealth LLC 0.70% Add +3.4% 18,777 $3.1M
Aspen Grove Capital, LLC 0.59% Add +0.8% 17,806 $3.1M
FDx Advisors, Inc. 1.00% Reduce -2.0% 17,738 $3.1M
Intrinsic Value Partners, LLC 3.02% Add +75.5% 17,692 $3.1M
Carnegie Investment Counsel 0.07% Add +2.4% 19,408 $3.0M
Waddell & Associates, LLC 0.37% Add +0.6% 17,504 $3.0M
WESCAP Management Group, Inc. 0.74% Add +2.1% 17,499 $3.0M
Chemistry Wealth Management LLC 0.70% Reduce -13.2% 17,412 $3.0M
Amara Financial, Llc. 2.77% Add +0.5% 17,326 $3.0M
Regions Financial Corp. 0.02% Reduce -2.8% 17,250 $3.0M
LM Advisors LLC 0.54% Reduce -0.4% 17,232 $3.0M
Alamar Capital Management, LLC 1.76% Add +31.6% 17,103 $3.0M
Global Wealth Management Investment Advisory, Inc. 0.59% Add +4.6% 17,067 $2.9M
BKM Wealth Management, LLC 1.21% Add +3.2% 17,051 $2.9M
Salomon & Ludwin, LLC 0.31% Reduce -6.6% 17,047 $2.9M
Crown Wealth Group, LLC 1.52% Add +742.2% 17,020 $2.9M
Prospera Capital Management, LLC 1.89% Add +7.4% 16,943 $2.9M
Tocqueville Asset Management L.P. 0.05% Add +0.0% 16,939 $2.9M
SeaCrest Wealth Management, LLC 0.33% Add +0.6% 16,937 $2.9M
Archvest Wealth Advisors, Inc. 2.41% Add +19.5% 16,857 $2.9M
Ritholtz Wealth Management 0.09% Add +2.7% 16,828 $2.9M
Walter & Keenan Wealth Management LLC /in/ 0.87% Reduce -0.7% 16,799 $2.9M
Thoroughbred Financial Services, LLC 0.18% Add +3.0% 16,798 $2.9M
Simplicity Wealth,LLC 0.23% Add +294.6% 16,787 $2.9M
Private Trust Co. NA 0.30% Add +5.2% 16,779 $2.9M
Autumn Glory Partners, LLC 1.44% Reduce -1.2% 16,763 $2.9M
Liberty Wealth Management LLC 0.55% Reduce -5.5% 16,758 $2.9M
McAdam, LLC 0.18% Reduce -5.3% 16,679 $2.9M
SlateStone Wealth, LLC 0.29% Reduce -21.6% 16,668 $2.9M
Main Street Financial Solutions, LLC 0.25% Reduce -20.9% 16,666 $2.9M
MSH Capital Advisors LLC 0.89% Add +0.1% 16,614 $2.9M
Stage Harbor Financial, LLC 2.41% Add +18.9% 16,452 $2.8M
Sageworth Trust Co of South Dakota 3.41% No change 16,400 $2.8M
Aptus Capital Advisors, LLC 0.03% Add +18.7% 16,396 $2.8M
Midwest Capital Advisors, LLC 1.74% Reduce -2.7% 16,391 $2.8M
Gibraltar Capital Management, Inc. 0.61% New 16,312 $2.8M
Northwest Wealth Management, LLC 0.56% Reduce -1.4% 16,269 $2.8M
Marcum Wealth, LLC 0.24% Reduce -19.9% 16,254 $2.8M
Parsons Capital Management Inc. 0.15% Reduce -0.7% 16,211 $2.8M
Western Wealth Management, LLC 0.19% Reduce -10.3% 16,186 $2.8M
Kennicott Capital Management LLC 1.82% Reduce -20.6% 16,167 $2.8M
Lavaca Capital LLC 1.27% Add +2.5% 16,100 $2.8M
Infinity Wealth Counsel, LLC 2.98% Add +2.2% 15,991 $2.8M
CWA Asset Management Group, LLC 0.13% Reduce -0.1% 15,989 $2.8M
Wells Trecaso Financial Group, LLC 0.92% Reduce -0.4% 15,969 $2.8M
Arrien Investments, Inc. 1.97% Add +17.8% 15,918 $2.7M
Wilson & Boucher Capital Management, LLC 2.04% Add +1.9% 15,828 $2.7M
Curran Financial Partners, LLC 0.67% Add +57.0% 15,805 $2.7M
Base Wealth Management LLC 2.06% — 15,660 $2.7M
Howard Wealth Management, LLC 1.50% Reduce -0.2% 15,621 $2.7M
Martin Worley Group 1.54% Add +8.9% 15,581 $2.7M
Welch & Forbes LLC 0.04% No change 15,569 $2.7M
Hurlow Wealth Management Group, Inc. 0.84% Reduce -5.1% 15,558 $2.7M
SwitchPoint Financial Planning, LLC 2.54% No change 15,518 $2.7M
Pillar Financial Advisors, LLC 1.98% Add +5.1% 15,418 $2.7M
Gilliland Jeter Wealth Management LLC 0.94% No change 15,402 $2.7M
Keebeck Wealth Management 0.39% Add +0.1% 15,363 $2.7M
Anchor Investment Management, LLC 0.25% Add +2.6% 15,339 $2.6M
TAGStone Capital, Inc. 1.30% Add +7.4% 15,305 $2.6M
Money Concepts Capital Corp. 0.20% Add +1.6% 15,298 $2.6M
Veridan Wealth LLC 1.19% Add +4.0% 15,195 $2.6M
Intelligence Driven Advisers, LLC 0.50% Reduce -4.3% 15,173 $2.6M
Plancorp, LLC 0.10% Add +1.9% 15,169 $2.6M
Rockbridge Investment Management, LCC 0.31% Add +1.0% 15,006 $2.6M
Tradition Wealth Management, LLC 0.23% Add +2.5% 14,999 $2.6M
Pacific Financial Group Inc. 2.07% Reduce -5.3% 14,857 $2.6M
Apeiron RIA LLC 0.77% Add +2.3% 14,833 $2.6M
Medallion Wealth Advisors, LLC 1.16% Add +16.3% 14,846 $2.6M
Ade, LLC 1.46% Reduce -1.2% 14,707 $2.5M
Advisory Alpha, LLC 0.09% Reduce -13.8% 14,660 $2.5M
Granite Harbor Advisors, Inc. 1.34% No change 14,628 $2.5M
Leo Wealth, LLC 0.36% Reduce -8.8% 14,593 $2.5M
Cloud Capital Management, LLC 1.78% — 14,520 $2.5M
LRI Investments, LLC 0.24% Add +464.5% 14,491 $2.5M
Mayflower Financial Advisors, LLC 0.38% Reduce -0.5% 14,449 $2.5M
North Star Investment Management Corp. 0.18% Add +16.9% 14,371 $2.5M
Forefront Analytics, LLC 2.85% Add +9.0% 14,334 $2.5M
GC Wealth Management RIA, LLC 0.45% Add +4.1% 14,313 $2.5M
Level Four Advisory Services, LLC 0.10% Add +83.6% 14,286 $2.5M
Talon Private Wealth, LLC 0.33% Add +26.4% 14,214 $2.5M
Shepherd Financial Partners LLC 0.29% Reduce -1.9% 14,245 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -7.5% 14,218 $2.5M
Webster Bank, N. A. 0.27% Reduce -0.9% 14,196 $2.5M
Jacobi Capital Management LLC 0.18% Add +0.1% 14,177 $2.4M
Narus Financial Partners, LLC 0.83% Add +2.1% 14,159 $2.4M
Harel Insurance Investments & Financial Services Ltd. 0.03% New 14,045 $2.4M
KMG Fiduciary Partners, LLC 0.20% Add +10.0% 14,035 $2.4M
Smith, Moore & Co. 0.22% Reduce -1.8% 13,991 $2.4M
Pinnacle Financial Partners Inc 0.05% Add +2.1% 13,985 $2.4M
Acas, LLC 1.84% Reduce -6.7% 14,523 $2.4M
TFB Advisors LLC 0.69% Reduce -2.0% 13,958 $2.4M
PFG Investments, LLC 0.15% Add +8.3% 13,937 $2.4M
MRWM Advisors, LLC 1.67% Add +21.3% 13,868 $2.4M
Crestwood Advisors Group, LLC 0.05% Reduce -0.1% 13,859 $2.4M
Keybank National Association 0.01% Reduce -4.9% 13,821 $2.4M
Private Wealth Group, LLC 1.40% Reduce -5.2% 13,820 $2.4M
Nalls Sherbakoff Group, LLC 1.94% — 13,809 $2.4M
Flputnam Investment Management Co. 0.04% Add +39.2% 13,749 $2.4M
Tritonpoint Wealth, LLC 0.23% Add +6.1% 13,683 $2.4M
Maridea Wealth Management LLC 0.77% Reduce -46.7% 13,653 $2.4M
True Link Financial Advisors, LLC 0.17% Add +937.2% 13,566 $2.3M
Cookson Peirce & Co. Inc. 0.12% Add +2.8% 13,565 $2.3M
Probity Advisors, Inc. 0.45% Add +1.0% 13,563 $2.3M
Amplius Wealth Advisors, LLC 0.24% Add +11.0% 13,563 $2.3M
FFT Wealth Management LLC 0.49% Add +9.7% 13,507 $2.3M
Keel Point, LLC 0.18% Add +2.1% 13,506 $2.3M
NWF Advisory Services Inc. 0.33% Reduce -3.4% 13,490 $2.3M
Aua Capital Management, LLC 1.52% Reduce -2.0% 13,483 $2.3M
Twin Focus Capital Partners, LLC 0.36% Add +0.9% 13,422 $2.3M
Wells Financial Advisors INC 3.19% Add +6.7% 13,402 $2.3M
Jaffetilchin Investment Partners, LLC 0.17% Add +26.9% 13,323 $2.3M
Larson Financial Group LLC 0.11% Add +10.9% 13,309 $2.3M
2UniFi Bank 1.49% Add +17.3% 12,905 $2.3M
Alpine Bank Wealth Management 0.37% — 13,220 $2.3M
Canvas Wealth Advisors, LLC 0.58% Add +26.0% 13,948 $2.3M
West Bancorporation Inc. 1.53% Reduce -3.3% 13,032 $2.3M
Taylor Financial Group, Inc. 1.55% Add +5.0% 12,934 $2.2M
New Wave Wealth Advisors LLC 1.00% Add +60.0% 12,916 $2.2M
Capital Management Associates, Inc 0.50% Add +108.8% 12,886 $2.2M
Camelot Portfolios, LLC 1.38% Add +20.7% 12,885 $2.2M
Capstone Wealth Management Group, LLC 1.27% Reduce -0.1% 12,859 $2.2M
SOA Wealth Advisors, LLC. 0.46% Reduce -0.2% 12,846 $2.2M
Keystone Wealth Services, LLC 0.60% Add +67.3% 12,800 $2.2M
WealthTrak Capital Management LLC 1.90% Reduce -3.6% 12,790 $2.2M
Ashton Thomas Securities, LLC 0.61% Add +0.6% 12,787 $2.2M
Planning Directions Inc. 0.94% Add +26.3% 12,761 $2.2M
GAMMA Investing LLC 0.16% Add +15.4% 12,708 $2.2M
Atlas Brown,Inc. 0.77% Reduce -0.4% 12,696 $2.2M
Banco Santander, S.A. 0.02% Add +91.5% 12,659 $2.2M
Astra Wealth Partners LLC 2.09% Add +2.6% 12,647 $2.2M
Riverchase Wealth Management, LLC 1.52% Reduce -5.4% 12,573 $2.2M
Asset Dedication, LLC 0.18% Add +5.8% 12,535 $2.2M
Topsail Wealth Management, LLC 0.44% No change 12,514 $2.2M
Fjell Capital, LLC 2.19% Add +4.7% 12,479 $2.2M
Blue Barn Wealth, LLC 1.12% Reduce -29.5% 12,441 $2.1M
Zions Bancorporation, National Association 0.14% — 12,431 $2.1M
Alta Wealth Advisors LLC 0.98% Add +2.8% 12,372 $2.1M
Evermay Wealth Management LLC 0.28% Reduce -0.2% 12,242 $2.1M
Evergreen Wealth Management, LLC 1.26% Reduce -1.0% 12,187 $2.1M
Next Level Private LLC 0.78% Reduce -0.6% 12,177 $2.1M
K2 Financial Inc. 2.03% Add +3.3% 13,021 $2.1M
Choate Investment Advisors 0.05% No change 11,936 $2.1M
Becker Capital Management Inc. 0.07% Add +0.5% 11,878 $2.1M
Stonehearth Capital Management, LLC 0.85% Add +5.1% 11,865 $2.0M
American Institute for Advanced Investment Management, LLP 1.56% Add +22.5% 11,826 $2.0M
Everest Private Wealth 1.86% Add +0.1% 11,806 $2.0M
Hanover Advisors Inc. 0.88% Add +1.2% 11,794 $2.0M
Wiser Advisor Group LLC 3.01% Reduce -0.2% 11,791 $2.0M
International Assets Investment Management, LLC 0.18% Reduce -6.1% 11,780 $2.0M
Truepoint, Inc. 0.06% Reduce -4.4% 11,754 $2.0M
Verum Partners LLC 0.55% Reduce -5.8% 11,719 $2.0M
Richard P Slaughter Associates Inc 0.47% Reduce -82.5% 11,701 $2.0M
Paragon Private Wealth Management, LLC 0.93% Reduce -9.1% 11,619 $2.0M
Investor's Fiduciary Advisor Network, LLC 0.95% Add +12.5% 11,624 $2.0M
McMill Wealth Management 0.72% Add +298.1% 11,618 $2.0M
PDS Planning, Inc 0.17% Reduce -0.1% 11,522 $2.0M
Bridges Investment Management Inc. 0.03% Add +2.3% 11,520 $2.0M
GPS Wealth Strategies Group, LLC 0.27% Reduce -6.8% 11,462 $2.0M
Rollins Financial Advisors, LLC 0.34% Reduce -8.0% 11,456 $2.0M
Sagace Wealth Management LLC 1.49% Reduce -2.2% 11,408 $2.0M
Tme Financial, Inc. 1.70% Reduce -15.9% 11,328 $2.0M
MilWealth Group LLC 0.54% Reduce -5.0% 11,275 $1.9M
North Star Asset Management Inc. 0.09% Reduce -0.6% 11,262 $1.9M
SIMA Wealth Partners, LLC 1.61% No change 11,238 $1.9M
Center for Financial Planning, Inc. 0.25% Add +13.1% 11,215 $1.9M
One Day In July LLC 0.19% Add +13.1% 11,212 $1.9M
Florida Trust Wealth Management Co 0.06% Add +3.5% 11,172 $1.9M
Migdal Insurance & Financial Holdings Ltd. 0.03% Add +2.2% 11,158 $1.9M
Gradient Capital Advisors, LLC 0.63% Add +4.1% 11,141 $1.9M
Tidal Investments LLC 0.02% Add +58.3% 11,134 $1.9M
Freestone Capital Holdings, LLC 0.07% Add +17.1% 11,107 $1.9M
Johnson Financial Group, Inc. 0.09% Reduce -1.8% 11,060 $1.9M
Bernardo Wealth Planning LLC 0.46% Reduce -1.7% 11,057 $1.9M
Covenant Asset Management, LLC 0.48% Reduce -3.9% 11,021 $1.9M
Beaird Harris Wealth Management, LLC 0.16% Reduce -0.6% 11,014 $1.9M
Greenleaf Trust 0.02% Reduce -2.7% 11,007 $1.9M
High Net Worth Advisory Group LLC 0.54% Add +14.8% 10,977 $1.9M
Broadleaf Partners, LLC 0.50% Add +4.4% 10,977 $1.9M
Lane & Associates LLC 1.02% Add +14.2% 10,971 $1.9M
RCS Financial Planning, LLC 1.00% Reduce -1.3% 10,923 $1.9M
GHP Investment Advisors, Inc. 0.09% Reduce -1.3% 10,906 $1.9M
VestGen Investment Management 1.41% Reduce -88.9% 10,840 $1.9M
Alpha Zero LLC 1.42% Add +5.6% 10,747 $1.9M
Sandy Spring Bank 0.08% No change 10,729 $1.9M
Verity Asset Management, Inc. 0.75% Add +122.7% 10,698 $1.8M
Nixon Peabody Trust Co. 0.16% No change 10,685 $1.8M
Lion Street Advisors, LLC 0.59% Add +8.4% 10,675 $1.8M
Daymark Wealth Partners, LLC 0.08% Reduce -5.7% 10,670 $1.8M
Benningfield Financial Advisors, LLC 1.77% No change 10,644 $1.8M
Signal Advisors Wealth, LLC 0.18% Reduce -2.6% 10,567 $1.8M
Alpha Cubed Investments, LLC 0.08% Reduce -1.1% 10,498 $1.8M
Invst, LLC 0.25% Reduce -40.0% 10,491 $1.8M
Millington Financial Advisors, LLC 1.11% Add +201.8% 11,165 $1.8M
VeraBank, N.A. 0.50% Add +63.4% 10,450 $1.8M
AIMZ Investment Advisors, LLC 0.63% Add +6.3% 10,445 $1.8M
MOKAN Wealth Management Inc. 1.09% Add +12.6% 10,429 $1.8M
Silver Oak Securities, Incorporated 0.17% Add +10.2% 10,512 $1.8M
Centaurus Financial, Inc. 0.11% Add +21.3% 10,378 $1.8M
Moors & Cabot, Inc. 0.09% Reduce -23.0% 10,355 $1.8M
GenWealth Group, Inc. 0.39% Add +6.5% 10,334 $1.8M
Jackson Hole Capital Partners, LLC 0.35% No change 10,263 $1.8M
Aristotle Capital Management, LLC 0.00% Reduce -82.5% 10,239 $1.8M
Seek First Inc. 1.56% — 10,168 $1.8M
Blodgett Wealth Advisors, LLC 1.49% Add +2.9% 10,153 $1.8M
Sensible Financial Planning & Management, LLC. 0.35% Reduce -0.2% 10,128 $1.7M
McKinley Carter Wealth Services, Inc. 0.11% Reduce -2.0% 10,113 $1.7M
REDW Wealth LLC 0.65% Reduce -26.4% 10,113 $1.7M
Circle Wealth Management, LLC 0.04% Add +1.1% 10,101 $1.7M
Ehrlich Financial Group 1.27% Reduce -0.7% 10,101 $1.7M
Arbor Investment Advisors, LLC 0.24% Add +0.7% 10,065 $1.7M
Deutsche Bank AG 0.00% No change 10,018 $1.7M
Balboa Wealth Partners 0.42% Reduce -30.5% 9,994 $1.7M
Capital Investment Advisors, LLC 0.03% Add +17.8% 9,983 $1.7M
North Ridge Wealth Advisors, Inc. 1.15% No change 9,971 $1.7M
Verus Capital Partners, LLC 0.17% Add +0.4% 9,971 $1.7M
WNY Asset Management, LLC 0.20% Add +7.6% 9,943 $1.7M
Leonard Rickey Investment Advisors P.L.L.C. 0.37% Reduce -1.1% 10,440 $1.7M
First National Corp. /Ma/ 0.38% Add +7.3% 9,900 $1.7M
SBI Securities Co., Ltd. 0.06% Add +2.7% 9,898 $1.7M
Bay Capital Advisors, LLC 1.42% Reduce -13.4% 9,880 $1.7M
SteelPeak Wealth, LLC 0.07% Reduce -52.8% 9,868 $1.7M
McClarren Financial Advisors, Inc. 1.13% New 9,486 $1.7M
Barnes Pettey Financial Advisors, LLC 1.32% Add +19.5% 9,836 $1.7M
RTD Financial Advisors, Inc. 0.23% Reduce -4.6% 9,820 $1.7M
Crews Bank & Trust 0.29% Add +4.6% 9,809 $1.7M
Conrad Siegel Investment Advisors, Inc. 0.43% Reduce -5.3% 9,766 $1.7M
Norden Group LLC 0.19% Add +28.2% 9,750 $1.7M
Clarity Capital Partners LLC 0.68% Reduce -5.0% 9,738 $1.7M
Ameriflex Group, Inc. 0.69% Add +0.8% 9,730 $1.7M
Key Financial Inc 0.36% No change 9,695 $1.7M
Charis Legacy Partners, LLC 3.15% Add +1.0% 9,622 $1.7M
First Bancorp, Inc 1.08% Add +2.7% 9,613 $1.7M
Tillman Hartley LLC 0.48% Add +1.2% 9,599 $1.7M
BOS Asset Management, LLC 0.57% Reduce -2.0% 9,521 $1.6M
Tudor Investment Corporation 0.01% New 9,515 $1.6M
Matrix Asset Advisors Inc. 0.18% Add +73.1% 9,494 $1.6M
Valley Forge Investment Consultants Inc. Adv 0.58% Reduce -10.4% 9,461 $1.6M
Causey Wealth LLC 0.91% Reduce -1.4% 9,432 $1.6M
Clark Capital Management Group, Inc. 0.01% Reduce -0.5% 9,428 $1.6M
Patriot Investment Management Group, Inc. 0.12% Reduce -4.3% 9,356 $1.6M
Cornerstone Advisors Asset Management, LLC 0.33% Add +195.4% 9,335 $1.6M
Sandy Cove Advisors, LLC 0.65% Add +0.0% 9,305 $1.6M
Cypress Point Wealth Management, LLC 0.51% No change 9,270 $1.6M
PBMares Wealth Management LLC 0.32% Add +6.8% 9,258 $1.6M
Victory Financial Group, LLC 0.31% Add +69.1% 9,311 $1.6M
Boston Partners 0.00% Reduce -81.9% 9,215 $1.6M
Salus Financial Advisors, LLC 1.20% Add +1.6% 9,168 $1.6M
Princeton Global Asset Management LLC 0.31% Reduce -1.6% 9,154 $1.6M
Integrated Advisors Network LLC 0.08% Reduce -7.7% 9,118 $1.6M
Roffman Miller Associates Inc. 0.10% Reduce -5.2% 9,106 $1.6M
Michels Family Financial, LLC 1.42% Add +0.1% 9,071 $1.6M
Quadrant Capital Group LLC 0.06% Reduce -0.4% 9,050 $1.6M
Howland Capital Management LLC 0.07% No change 9,047 $1.6M
Fiduciary Trust Co 0.02% Reduce -5.8% 9,033 $1.6M
Diversify Advisory Services, LLC 0.10% Reduce -0.6% 9,383 $1.6M
Fortitude Advisory Group L.L.C. 1.11% Reduce -8.8% 9,533 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +1.7% 8,899 $1.5M
Iowa State Bank 0.33% New 8,891 $1.5M
Davis R M Inc. 0.03% Add +15.8% 8,888 $1.5M
Disciplined Investors, L.L.C. 1.38% Reduce -2.2% 8,872 $1.5M
World Equity Group, Inc. 0.44% Reduce -49.1% 8,867 $1.5M
4Thought Financial Group Inc. 0.94% Add +208.5% 8,851 $1.5M
Keb Asset Management, LLC 0.43% Reduce -1.2% 8,828 $1.5M
Park Square Financial Group, LLC 1.21% Reduce -0.9% 8,825 $1.5M
Colorado Capital Management, Inc. 0.71% Reduce -10.6% 8,806 $1.5M
FSC Wealth Advisors, LLC 1.00% Add +21.6% 8,804 $1.5M
CRA Financial Services, LLC 0.26% Add +0.7% 8,772 $1.5M
Caldwell Trust Co 0.16% Add +1.2% 8,744 $1.5M
Haverford Trust Co 0.02% Reduce -1.7% 8,720 $1.5M
Maripau Wealth Management LLC 0.86% Reduce -14.4% 8,711 $1.5M
Embree Financial Group 0.25% Add +0.1% 8,695 $1.5M
RDA Financial Network 0.45% Reduce -2.2% 8,681 $1.5M
Forum Financial Management, LP 0.02% Add +42.0% 8,670 $1.5M
Scotia Capital Inc. 0.01% Add +21.0% 8,631 $1.5M
St Germain D J Co. Inc. 0.07% Reduce -14.8% 8,630 $1.5M
Ted Buchan & Co 0.70% Reduce -4.3% 8,613 $1.5M
Calton & Associates, Inc. 0.34% New 8,553 $1.5M
Soltis Investment Advisors LLC 0.13% Reduce -15.4% 8,525 $1.5M
Prosperity Consulting Group, LLC 0.11% Reduce -0.8% 8,524 $1.5M
Curated Wealth Partners LLC 0.19% Add +0.0% 8,506 $1.5M
Hopwood Financial Services, Inc. 1.13% Reduce -0.7% 8,467 $1.5M
Acorn Wealth Advisors, LLC 0.60% Reduce -2.6% 8,381 $1.4M
Flywheel Private Wealth LLC 1.32% Add +0.1% 8,376 $1.4M
Global Trust Asset Management, LLC 0.88% Reduce -46.3% 8,346 $1.4M
Winthrop Advisory Group LLC 0.17% Reduce -3.4% 8,338 $1.4M
PGIM Custom Harvest LLC 0.03% Reduce -46.4% 8,321 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +3.3% 8,319 $1.4M
GM Advisory Group, LLC 0.08% Add +0.9% 8,313 $1.4M
Pension & Wealth Management Advisors, Inc. 0.53% No change 8,312 $1.4M
Harmony Asset Management LLC 0.60% Add +23.8% 8,311 $1.4M
Wolff Financial Management LLC 0.40% Add +0.6% 8,301 $1.4M
Procyon Advisors, LLC 0.09% Add +0.7% 8,297 $1.4M
Lifeworks Advisors, LLC 0.24% Reduce -11.1% 8,257 $1.4M
Cobblestone Capital Advisors LLC 0.08% Reduce -12.7% 8,251 $1.4M
Summit Financial Strategies, Inc. 0.14% Add +14.7% 8,241 $1.4M
RPG Investment Advisory, LLC 0.10% Add +107.1% 8,182 $1.4M
Confluence Wealth Services, Inc. 0.09% Add +100.3% 8,606 $1.4M
Synergy Investment Management, LLC 0.59% Reduce -2.3% 8,127 $1.4M
Legacy Capital Wealth Partners, LLC 0.34% Add +10.3% 8,111 $1.4M
Taylor Hoffman Capital Management LLC 0.52% Reduce -1.1% 8,126 $1.4M
Evolution Wealth Advisors, LLC 0.23% Add +7.1% 8,091 $1.4M
Bridgewater Advisors Inc. 0.12% New 8,399 $1.4M
Capital Advisors Wealth Management, LLC 0.25% Add +2.0% 8,081 $1.4M
Journey Advisory Group, LLC 0.11% Reduce -44.4% 8,080 $1.4M
Helium Advisors LLC 1.02% Add +0.5% 8,079 $1.4M
Parkside Financial Bank & Trust 0.18% Add +22.1% 8,008 $1.4M
First Trust Advisors LP 0.00% Add +40.8% 8,008 $1.4M
New England Private Wealth Advisors LLC 0.21% Add +0.2% 8,005 $1.4M
Columbus Macro, LLC 0.18% No change 8,000 $1.4M
Advocate Group LLC 0.25% No change 7,948 $1.4M
Vident Advisory, LLC 0.02% Reduce -53.7% 7,936 $1.4M
Kelman-Lazarov, Inc. 0.25% Reduce -9.2% 7,920 $1.4M
Accurate Wealth Management, LLC 0.26% Reduce -8.7% 8,428 $1.4M
Summit Investment Advisory Services, LLC 0.67% Reduce -6.8% 7,868 $1.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.56% Add +28.3% 8,409 $1.4M
Woodside Wealth Management LLC 1.26% — 7,852 $1.4M
Index Fund Advisors, Inc. 0.08% Reduce -9.2% 7,852 $1.4M
Orcam Financial Group 1.27% Add +0.2% 7,827 $1.4M
RS Crum Inc. 0.36% No change 7,820 $1.4M
Pine Harbor Wealth Management, LLC 0.54% Add +8.5% 7,784 $1.3M
Southland Equity Partners LLC 0.31% Add +2.7% 7,768 $1.3M
Retirement Guys Formula LLC 0.67% Add +149.4% 8,125 $1.3M
Graney & King, LLC 0.99% Reduce -31.6% 7,679 $1.3M
Founders Financial Alliance, LLC 0.32% Add +12.2% 7,667 $1.3M
Hoxton Planning & Management, LLC 0.50% Reduce -1.2% 7,661 $1.3M
RiverFront Investment Group, LLC 0.03% Reduce -1.0% 7,630 $1.3M
Mraz, Amerine & Associates, Inc. 0.23% Reduce -10.5% 7,710 $1.3M
Sonoma Private Wealth LLC 1.82% Reduce -40.0% 7,616 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -23.1% 7,616 $1.3M
Investments & Financial Planning, LLC 0.85% Add +0.5% 7,616 $1.3M
Coppell Advisory Solutions LLC 0.18% Reduce -0.8% 7,912 $1.3M
MidAtlantic Capital Management, Inc. 1.03% Reduce -0.6% 7,583 $1.3M
Diversify Wealth Management, LLC 0.10% Add +6.4% 7,862 $1.3M
Baker Boyer National Bank 0.48% Reduce -73.2% 7,559 $1.3M
Absolute Capital Management, LLC 0.75% Add +2.0% 7,555 $1.3M
Burns J W & Co. Inc. 0.17% Add +11.0% 7,548 $1.3M
Compass Capital Corp. /Ma/ 0.68% Reduce -33.8% 7,850 $1.3M
Team Hewins, LLC 0.50% Reduce -1.0% 7,513 $1.3M
Vanguard Personalized Indexing Management, LLC 0.02% New 7,508 $1.3M
Summit Wealth & Retirement Planning, Inc. 0.40% Add +77.3% 7,493 $1.3M
Arlington Financial Advisors, LLC 0.23% Add +74.3% 7,493 $1.3M
May Hill Capital, LLC 0.48% Add +15.2% 7,434 $1.3M
Mission Creek Capital Partners, Inc. 0.31% Reduce -1.4% 7,428 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -1.5% 7,426 $1.3M
Mission Financial Group, LLC 1.18% — 6,505 $1.3M
PAX Financial Group, LLC 0.22% Reduce -3.5% 7,321 $1.3M
Binnacle Investments Inc 0.92% — 7,307 $1.3M
CORDA Investment Management, LLC. 0.10% Reduce -9.2% 7,305 $1.3M
Cozad Asset Management Inc. 0.13% Add +8.3% 7,301 $1.3M
Atlas Legacy Advisors, LLC 0.32% Reduce -5.4% 7,214 $1.3M
Certus Wealth Management, LLC 0.85% Add +3.9% 7,272 $1.2M
Chatham Capital Group, Inc. 0.21% Add +8.4% 7,218 $1.2M
Squire Investment Management Company, LLC 0.52% Add +18.3% 7,197 $1.2M
Wealthstream Advisors, Inc. 0.23% Add +0.6% 7,184 $1.2M
Wealth Alliance, LLC 0.15% Reduce -29.5% 7,159 $1.2M
Newman Dignan & Sheerar, Inc. 0.34% Reduce -1.3% 7,155 $1.2M
Freedom Financial Partners LLC 0.57% Add +0.2% 7,149 $1.2M
MGB Wealth Management, LLC 0.45% Add +137.6% 7,141 $1.2M
Fisher Asset Management 0.00% Add +27.6% 7,125 $1.2M
Roberts Glore & Co. Inc. 0.37% Reduce -0.7% 7,102 $1.2M
Round Rock Advisors LLC 0.23% Add +21.2% 7,101 $1.2M
SG Americas Securities, LLC 0.00% New 7,100 $1.2M
Vawter Financial, Ltd. 0.68% Add +2.5% 7,063 $1.2M
FineMark National Bank & Trust 0.04% Add +8.1% 7,049 $1.2M
Wealthcare Capital Partners, LLC 0.62% Add +4.3% 7,017 $1.2M
Purkiss Capital Advisors LLC 0.91% Reduce -1.1% 7,005 $1.2M
Ironwood Financial, llc 0.26% Add +15.8% 6,985 $1.2M
Plante Moran Financial Advisors, LLC 0.10% Add +15.0% 6,926 $1.2M
Essex LLC 0.26% Reduce -0.2% 6,914 $1.2M
Magnolia Private Wealth, LLC 1.01% Reduce -30.8% 6,909 $1.2M
Montecito Bank & Trust 0.21% Add +7.7% 6,871 $1.2M
Tennessee Valley Asset Management Partners 0.19% Add +21.7% 6,844 $1.2M
Tyler-Stone Wealth Management 0.21% Add +20.9% 6,781 $1.2M
Richmond Investment Services, LLC 0.63% Reduce -51.7% 6,764 $1.2M
Ally Invest Advisors Inc. 0.10% Add +2.0% 6,756 $1.2M
Elevatus Welath Management 0.66% Add +25.3% 6,755 $1.2M
WP Advisors, LLC 0.39% Add +0.6% 6,711 $1.2M
Financial Perspectives, Inc 0.39% Add +0.3% 6,667 $1.2M
HBK Sorce Advisory LLC 0.03% Reduce -19.1% 6,657 $1.1M
Aspen Capital Management, LLC 0.37% — 6,620 $1.1M
Geometric Wealth Advisors 0.20% Add +60.9% 6,606 $1.1M
Liberty Square Wealth Partners LLC 0.43% Reduce -0.5% 6,567 $1.1M
CVA Family Office, LLC 0.17% Add +29.9% 6,561 $1.1M
Redwood Financial Network Corp 0.86% Add +14.3% 6,558 $1.1M
Wealth Management Partners, LLC 0.52% Reduce -0.6% 6,550 $1.1M
Operose Advisors LLC 0.37% Add +0.1% 6,534 $1.1M
Smithfield Trust Co 0.06% No change 6,560 $1.1M
Platform Technology Partners 0.33% No change 6,501 $1.1M
WASHINGTON TRUST Co 0.04% Add +2.1% 6,488 $1.1M
Camarda Financial Advisors, LLC 0.51% Add +103.5% 6,487 $1.1M
Brave Asset Management Inc. 0.35% Add +1.6% 6,476 $1.1M
Summit Financial Wealth Advisors, LLC 0.22% Reduce -6.7% 6,453 $1.1M
Fidelis Capital Partners, LLC 0.12% No change 6,663 $1.1M
Evernest Financial Advisors, LLC 0.39% Reduce -8.9% 6,329 $1.1M
Ardent Capital Management, Inc. 0.47% No change 6,315 $1.1M
Whipplewood Advisors, LLC 0.65% Add +186.8% 17,975 $1.1M
Ascentis Independent Advisors 0.22% Add +20.9% 6,293 $1.1M
Copia Wealth Management 1.01% Reduce -0.1% 6,291 $1.1M
Patron Partners, LLC 0.59% Reduce -9.0% 6,290 $1.1M
Oak Wealth Advisors LLC 0.80% No change 6,275 $1.1M
Pinnacle Financial Group, LLC / IL 0.39% Add +2.8% 6,266 $1.1M
Walkner Condon Financial Advisors LLC 0.22% Add +4.2% 6,259 $1.1M
Global Financial Private Client, LLC 0.41% Add +0.7% 6,244 $1.1M
Kohmann Bosshard Financial Services, LLC 0.13% Reduce -5.7% 6,227 $1.1M
Cannon Financial Strategists, Inc. 0.18% Add +0.1% 6,221 $1.1M
Wingate Wealth Advisors, Inc. 1.24% Add +15.3% 6,217 $1.1M
Noesis Capital Mangement Corp. 0.21% Add +1.5% 6,213 $1.1M
Aurelius Family Office LLC 0.54% Reduce -3.2% 6,211 $1.1M
Bowman & Co S.C. 0.53% Reduce -2.6% 6,181 $1.1M
Baring Financial LLC 0.90% Reduce -12.1% 6,172 $1.1M
Teachers Insurance & Annuity Association of America 1.41% No change 6,126 $1.1M
Longview Financial Advisors, Inc. 0.91% Reduce -11.3% 6,118 $1.1M
Battery Global Advisors, LLC 0.59% No change 6,113 $1.1M
Wimmer Associates 1, LLC 0.56% Reduce -20.6% 6,186 $1.1M
Fort Sheridan Advisors LLC 0.16% Add +6.5% 6,104 $1.1M
Harris Associates (Oakmark Funds) 0.00% Reduce -58.6% 6,100 $1.1M
Pinnacle Bancorp, Inc. 0.34% Add +2.9% 6,091 $1.1M
Petix & Botte Co 0.28% Add +1.5% 6,066 $1.0M
Galvin, Gaustad & Stein, LLC 0.09% Add +8.0% 6,047 $1.0M
Hidden Cove Wealth Management, LLC 0.82% Reduce -0.9% 6,040 $1.0M
Private Client Services, LLC 0.51% Add +0.7% 6,022 $1.0M
Advocacy Wealth Management, LLC 0.07% New 6,020 $1.0M
InvesTrust 0.28% Add +3.0% 5,984 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -2.9% 5,982 $1.0M
Retirement Income Solutions, Inc. 0.22% No change 5,982 $1.0M
Caitlin John, LLC 1.01% Reduce -18.7% 5,980 $1.0M
Rockwood Wealth Management, LLC 0.10% Add +18.1% 5,965 $1.0M
First Commonwealth Financial Corp 0.24% Reduce -65.4% 5,949 $1.0M
Bristlecone Advisors, LLC 0.08% Add +43.7% 5,925 $1.0M
Country Club Bank 0.07% Add +0.8% 5,987 $1.0M
Selective Wealth Management, Inc. 0.44% Add +0.3% 6,312 $1.0M
Unconventional Investor, LLC 0.60% Add +0.6% 5,901 $1.0M
Rathbones Group PLC 0.00% Add +12.4% 5,900 $1.0M
Prudential PLC 0.01% Reduce -38.2% 5,897 $1.0M
Aspen Wealth Management LLC 0.29% Reduce -0.1% 5,895 $1.0M
Rather & Kittrell, Inc. 0.22% No change 5,893 $1.0M
Lanark Financial, Inc. 0.09% — 5,824 $1.0M
Abbot Financial Management, Inc. 0.52% Add +1.3% 5,823 $1.0M
Snider Financial Group 0.33% Reduce -9.9% 5,804 $1.0M
Pekin Hardy Strauss, Inc. 0.12% Add +33.5% 5,790 $1.0M
Cohen Investment Advisors LLC 0.58% Add +6.1% 5,788 $1000K
MB Generational Wealth, LLC 0.75% No change 5,781 $999K
Texas Capital Bank Wealth Management Services Inc 0.10% Add +0.0% 5,747 $993K
Peak Financial Management, Inc. 0.30% Reduce -4.2% 5,738 $991K
Security National Bank of So Dak 0.56% Add +13.5% 5,717 $988K
Kathleen S. Wright Associates Inc. 0.41% No change 5,710 $986K
Endowment Wealth Management, Inc. 0.63% Reduce -1.8% 5,699 $984K
Gould Asset Management LLC 0.20% Reduce -5.5% 5,689 $983K
Colonial Trust Co / SC 0.15% Add +9.5% 5,686 $982K
Foster & Motley Inc. 0.06% Reduce -3.0% 5,674 $980K
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,670 $979K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.16% Add +256.4% 5,660 $978K
Berkeley Capital Partners, LLC 0.27% Add +0.5% 5,641 $974K
Barry Investment Advisors, LLC 0.26% Reduce -3.0% 5,627 $972K
Inspirion Wealth Advisors, LLC 0.13% No change 5,624 $972K
KPP Advisory Services LLC 0.18% New 5,620 $971K
Checchi Capital Advisers, LLC 0.07% Add +2.3% 5,619 $971K
Net Worth Advisory Group 0.30% Add +11.0% 5,613 $970K
Bull Oak Capital, LLC 0.53% Add +0.6% 5,607 $969K
Cedar Mountain Advisors, LLC 0.22% Reduce -3.9% 5,606 $968K
Creekside Partners 0.51% Add +0.2% 5,597 $967K
Obermeyer Wealth Partners 0.05% Add +34.1% 5,592 $966K
BridgePort Financial Solutions, LLC 0.43% Reduce -2.0% 5,580 $964K
Regal Investment Advisors LLC 0.08% Reduce -36.2% 5,525 $954K
Zacks Investment Management 0.01% Add +8.3% 5,519 $953K
Capstone Wealth Management Group LLC 0.76% Reduce -1.6% 5,516 $953K
Golden State Wealth Management, LLC 0.14% Reduce -33.3% 5,477 $946K
Texas Bank & Trust Co 0.40% Reduce -13.9% 5,446 $941K
Kitching Partners, LLC 1.08% Add +11.7% 5,439 $939K
Bedel Financial Consulting, Inc. 0.13% Reduce -1.7% 5,635 $939K
TFC Financial Management, Inc. 0.14% Add +0.1% 5,409 $934K
Wrapmanager Inc. 0.24% Reduce -4.0% 5,379 $929K
Wesbanco Bank Inc. 0.03% Add +20.8% 5,378 $929K
Ofc Financial Planning, LLC 1.05% Reduce -8.3% 5,376 $929K
Alaska Wealth Advisors, LLC 0.14% Reduce -3.5% 5,348 $924K
Fortis Capital Advisors, LLC 0.19% Add +63.5% 5,342 $923K
Headinvest, LLC 0.18% No change 5,336 $922K
Goepper Burkhardt LLC 0.37% New 5,331 $921K
Beese Fulmer Investment Management, Inc. 0.08% Add +7.5% 5,293 $914K
626 Financial, LLC 0.47% Reduce -7.5% 5,287 $913K
Cape Cod Five Cents Savings Bank 0.08% No change 5,212 $910K
First National Trust Co 0.04% No change 5,265 $909K
Annandale Capital, LLC 0.17% No change 5,261 $909K
Cibc World Market Inc. 0.00% Reduce -5.4% 5,248 $907K
Armbruster Capital Management, Inc. 0.18% No change 5,238 $905K
Hutchens & Kramer Investment Management Group, LLC 0.50% Add +0.9% 5,237 $905K
Continuum Wealth Advisors, LLC 0.46% Reduce -0.4% 5,220 $902K
Brown Miller Wealth Management, LLC 0.31% No change 5,220 $902K
Crescent Grove Advisors, LLC 0.09% Add +66.4% 5,216 $901K
ORG Partners LLC 0.23% Add +10.6% 5,216 $900K
PKS Advisory Services, LLC 0.25% Add +64.2% 5,269 $898K
Stelac Advisory Services LLC 0.37% No change 5,200 $898K
Vantage Financial Partners, LLC 0.22% Reduce -36.0% 5,199 $898K
Midwest Financial Group LLC 0.52% Add +4.1% 5,192 $897K
Elios Financial Group Inc. 0.44% Add +0.6% 5,179 $895K
Howe & Rusling Inc. 0.08% Reduce -7.7% 5,172 $893K
Beacon Capital Management, LLC 0.12% Reduce -13.9% 5,166 $892K
Atticus Wealth Management, LLC 0.29% Reduce -4.9% 5,160 $891K
Dana Investment Advisors, Inc. 0.03% Reduce -10.7% 5,155 $891K
Calamos Wealth Management LLC 0.04% Add +2.4% 5,148 $889K
Fairman Group, LLC 0.81% Reduce -1.6% 5,165 $889K
Intrua Financial, LLC 0.14% Reduce -51.7% 5,129 $886K
Essex Bank 0.22% Reduce -0.0% 5,127 $886K
Monterey Private Wealth, Inc. 0.26% Add +4.6% 5,119 $884K
Castlekeep Investment Advisors LLC 0.45% Reduce -18.5% 5,081 $878K
XY Planning Network, Inc. 0.59% Reduce -14.0% 5,080 $878K
TruNorth Capital Management, LLC 0.22% Add +85.4% 5,075 $877K
Latitude Advisors, LLC 0.51% Reduce -64.3% 5,069 $876K
C M Bidwell & Associates Ltd. 0.53% Reduce -0.1% 5,068 $876K
Pecaut & Co. 0.30% Add +1.2% 5,067 $875K
Olde Wealth Management, LLC 0.31% Reduce -0.9% 5,054 $873K
James J. Burns & Company, LLC 0.15% Reduce -6.2% 5,005 $865K
Lam Group, Inc. 0.64% Reduce -13.9% 5,005 $865K
J. Goldman & Co LP 0.03% New 5,000 $864K
LaFleur & Godfrey LLC 0.12% Reduce -0.6% 4,984 $861K
Bremer Bank National Association 0.15% No change 4,984 $861K
Heritage Investment Group, Inc. 0.16% Add +0.1% 4,980 $860K
Kraft, Davis & Associates, LLC 0.28% Reduce -1.8% 5,288 $858K
Sutton Place Investors LLC 0.58% Add +25.7% 4,965 $858K
Capital Advisors Inc. 0.02% Add +15.4% 4,949 $855K
FC Advisory LLC 0.29% Add +6.5% 4,934 $852K
Curtis Advisory Group, LLC 0.25% Add +6.4% 4,929 $851K
Asset Allocation Strategies LLC 0.21% Add +7.5% 4,923 $850K
Silver Coast Investments LLC 0.32% Add +7.8% 4,898 $846K
Lumbard & Kellner, LLC 0.37% Reduce -3.4% 4,893 $845K
Talisman Wealth Advisors LLC 0.87% Reduce -3.0% 4,886 $844K
JPL Wealth Management, LLC 0.24% Add +5.9% 4,879 $843K
Buska Wealth Management, LLC 0.26% Add +3.1% 4,844 $837K
Gerber, LLC 0.70% Add +10.5% 4,839 $836K
Silver Oak Advisory Group, Inc. 0.44% Reduce -4.0% 4,831 $834K
Onyx Bridge Wealth Group LLC 0.12% Reduce -22.4% 4,819 $832K
Foundation Wealth Management, LLC\PA 0.39% No change 4,789 $827K
Thompson Davis & Co., Inc. 0.65% Reduce -3.1% 4,759 $822K
Waterfront Wealth Inc. 0.20% Add +8.7% 4,756 $822K
Northwest Bancshares, Inc. 0.15% Add +0.1% 4,742 $819K
Brown, Lisle/Cummings, Inc. 0.24% Add +13.1% 4,737 $818K
Allie Family Office LLC 0.45% Add +2.3% 4,736 $818K
Venturi Wealth Management, LLC 0.04% Add +239.1% 4,731 $817K
Jackson, Grant Investment Advisers, Inc. 0.32% Reduce -5.7% 4,724 $816K
Guardian Wealth Advisors, LLC / NC 0.07% Add +13.2% 4,723 $816K
Heritage Wealth Management, Inc. 0.70% Reduce -4.7% 4,719 $815K
Dearborn Partners LLC 0.04% Reduce -0.6% 4,714 $814K
Accelerate Investment Advisors LLC 0.68% Add +28.4% 4,711 $814K
AlphaCore Capital LLC 0.07% New 4,699 $812K
Old Second National Bank of Aurora 0.19% Add +11.2% 4,664 $806K
Principal Financial Group Inc. 0.00% Add +44.9% 4,663 $806K
Weaver Consulting Group 0.24% Add +3.3% 4,659 $805K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +91.5% 4,654 $804K
SPC Financial, Inc. 0.07% Reduce -7.7% 4,648 $803K
Northstar Advisory Group, LLC 0.52% Reduce -2.9% 4,620 $798K
Diligent Investors, LLC 0.19% Reduce -18.7% 4,620 $798K
Linscomb Wealth, Inc. 0.04% Reduce -5.2% 4,616 $797K
Modern Wealth Management, LLC 0.03% Add +6.9% 4,589 $793K
Shufro Rose & Co. LLC 0.06% Add +22.2% 4,579 $791K
Cassaday & Co Wealth Management LLC 0.02% Add +8.6% 4,577 $791K
Townsend Asset Management Corp. /NC/ 0.30% Reduce -2.6% 4,574 $790K
FSA Advisors, Inc. 0.63% Add +56.5% 4,574 $790K
Conservest Capital Advisors, Inc. 0.08% No change 4,569 $789K
Capital World Investors 0.00% Add +35.5% 4,609 $787K
Fiduciary Alliance LLC 0.08% Add +253.5% 4,549 $786K
LexAurum Advisors, LLC 0.15% Reduce -5.1% 4,543 $785K
Rf&l Wealth Management, LLC 0.56% Add +1.9% 4,540 $784K
Salem Investment Counselors Inc. 0.03% Add +0.5% 4,519 $781K
Buck Wealth Strategies, LLC 0.14% New 4,505 $778K
Hancock Whitney Corp. 0.03% Add +20.7% 4,496 $777K
Rothschild Capital Partners, LLC 0.20% Add +34.1% 4,483 $774K
O'Connor Financial Group LLC 0.40% Reduce -26.7% 4,460 $771K
Trust Co. of Vermont 0.04% Add +6.8% 4,447 $768K
American Money Management, LLC 0.15% Add +0.3% 4,444 $768K
MTM Investment Management, LLC 0.30% Reduce -0.0% 4,454 $768K
Aveo Capital Partners, LLC 0.13% Reduce -88.2% 4,577 $767K
Corepath Wealth Partners LLC 0.73% Add +0.6% 4,724 $767K
DecisionMap Wealth Management, LLC 0.58% Reduce -4.5% 4,434 $766K
Insight Inv LLC 0.53% No change 4,425 $764K
Allred Capital Management, LLC 0.31% Add +0.2% 4,425 $764K
Mullooly Asset Management, Inc. 0.35% — 4,412 $762K
Klingman & Associates, LLC 0.05% Reduce -1.1% 4,408 $761K
Caldwell Sutter Capital, Inc. 0.36% Add +0.3% 4,407 $761K
Horizon Investment Services, LLC 0.37% Reduce -3.9% 4,399 $760K
Cullen/Frost Bankers, Inc. 0.01% Add +12.6% 4,391 $758K
Keener Financial Planning LLC 0.49% Reduce -17.3% 4,391 $758K
1ST Source Bank 0.04% Reduce -6.8% 4,380 $757K
X-Square Capital, LLC 0.32% Add +12.7% 4,358 $753K
My Legacy Advisors, LLC 0.29% Add +4.9% 4,357 $753K
Allegheny Financial Group 0.19% Add +6.5% 4,344 $750K
Williams Jones Wealth Management, LLC. 0.01% Add +24.3% 4,339 $750K
Detalus Advisors, LLC 0.24% Add +24.3% 4,335 $749K
Sagespring Wealth Partners, LLC 0.02% Add +0.2% 4,330 $748K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -11.6% 4,315 $745K
Guardian Asset Advisors, LLC 0.49% Reduce -2.1% 4,303 $744K
Fairscale Capital, LLC 0.67% Add +19.4% 4,301 $743K
Grove Street Fiduciary, LLC 0.38% No change 4,298 $743K
Ashford Advisors, LLC 0.19% No change 4,293 $742K
EFG Asset Management (Americas) Corp. 0.15% No change 4,286 $740K
Uhlmann Price Securities, LLC 0.54% Add +4.6% 4,239 $732K
Passive Capital Management, LLC. 0.23% New 4,236 $732K
tru Independence LLC 0.23% Add +0.2% 4,213 $728K
BlueSky Wealth Advisors, LLC 0.11% No change 4,199 $725K
AMG National Trust Bank 0.02% Add +0.3% 4,181 $722K
First Community Trust NA 0.63% No change 4,178 $722K
TCI Wealth Advisors, Inc. 0.06% Reduce -3.9% 4,152 $717K
Kavar Capital Partners Group, LLC 0.12% No change 4,150 $717K
Ferguson Wellman Capital Management, Inc. 0.01% Add +14.3% 4,143 $716K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $715K
Adell Harriman & Carpenter Inc. 0.05% Add +30.4% 4,133 $714K
JT Stratford LLC 0.13% Reduce -33.2% 4,131 $714K
Pacific Point Advisors, LLC 0.40% Add +8.7% 4,129 $713K
Apollon Financial, LLC 0.17% Add +3.9% 4,119 $712K
Twin City Private Wealth, LLC 0.63% Add +0.3% 4,115 $711K
Massachusetts Financial Services Co. 0.00% Reduce -59.9% 4,111 $710K
Patten Group, Inc. 0.16% Add +61.8% 4,086 $706K
BFI Infinity Ltd. 0.76% New 4,084 $705K
Tanglewood Legacy Advisors, LLC 0.31% Reduce -2.4% 4,080 $705K
Richard W. Paul & Associates, LLC 0.28% Reduce -6.3% 4,079 $705K
Transce3nd, LLC 0.31% Add +40.9% 4,062 $701K
Burney Co./ 0.03% Add +24.5% 4,056 $701K
Bouchey Financial Group, Ltd. 0.06% Reduce -3.6% 4,046 $699K
Hamilton Point Investment Advisors, LLC 0.13% Add +10.4% 4,034 $697K
Raleigh Capital Management Inc. 0.32% Reduce -18.1% 4,030 $696K
Allied Investment Advisors, LLC 0.13% Add +127.4% 4,021 $695K
Icon Wealth Advisors, LLC 0.06% Reduce -21.2% 4,005 $692K
Holos Integrated Wealth LLC 0.45% Reduce -8.4% 4,003 $691K
Code Waechter LLC 0.57% No change 4,000 $691K
Everpar Advisors LLC 0.37% Add +0.1% 3,994 $690K
Rede Wealth, LLC 0.24% Add +2.5% 3,982 $688K
KG Capital Management 0.22% Add +158.7% 3,969 $686K
Keystone Financial Group, Inc. 0.48% Reduce -4.5% 4,099 $683K
NCM Capital Management, LLC 0.31% Reduce -1.3% 3,952 $683K
Lincoln Capital LLC 0.14% Add +4.9% 4,197 $681K
Virtue Capital Management, LLC 0.08% New 3,943 $681K
Winebrenner Capital Management LLC 0.61% Reduce -2.2% 3,937 $680K
Atlantic Union Bankshares Corp 0.04% Reduce -1.6% 3,928 $679K
1900 Wealth Management LLC 0.06% Reduce -6.4% 3,919 $677K
WPG Advisers, LLC 0.63% Reduce -16.5% 3,918 $677K
CGC Financial Services, LLC 0.27% Reduce -2.8% 3,909 $675K
JP Wealth Management, Inc. 0.54% No change 3,900 $674K
Triangle Securities Wealth Management 0.17% Reduce -0.6% 3,896 $673K
DGS Capital Management, LLC 0.18% Reduce -3.8% 3,889 $672K
Milestone Asset Management, LLC 0.14% Add +46.6% 3,886 $671K
Busey Bank 0.02% Reduce -0.4% 3,881 $670K
Capital International Investors 0.00% Add +36.7% 3,923 $670K
Summit Wealth Partners, LLC 0.14% Add +0.6% 3,874 $669K
LMG Wealth Partners, LLC 0.15% Add +1.6% 3,865 $668K
CWC Advisors, LLC. 0.38% Add +10.0% 3,854 $666K
Roxbury Financial LLC 0.65% Add +4.7% 3,735 $665K
One Wealth Advisors, LLC 0.10% Reduce -1.8% 3,851 $665K
Accredited Investor Services, LLC 0.55% New 3,813 $659K
Certuity, LLC 0.07% Add +23.6% 3,806 $658K
Brown Brothers Harriman & Co. 0.00% No change 3,796 $656K
ARK & TLK Investments, LLC 0.23% Reduce -2.0% 3,793 $655K
Westmount Partners, LLC 0.20% Add +0.0% 3,787 $654K
Heritage Wealth Advisors 0.03% No change 3,787 $654K
Glen Eagle Advisors, LLC 0.11% Add +3.3% 3,780 $653K
Axis Wealth Partners, LLC 0.48% Reduce -1.1% 3,776 $652K
Discipline Wealth Solutions, LLC 0.31% Reduce -8.6% 3,775 $652K
Archer Investment Corp 0.17% Reduce -9.0% 3,769 $651K
Syntegra Private Wealth Group, LLC 0.08% Reduce -7.1% 3,762 $650K
Cypress Wealth Services, LLC 0.13% No change 3,758 $649K
Advisor OS, LLC 0.07% Add +56.1% 3,757 $649K
Sage Private Wealth Group, LLC 0.49% New 3,752 $648K
J. Safra Sarasin Holding AG 0.01% Add +11.9% 3,750 $648K
Note Advisors, LLC 0.53% Reduce -16.2% 3,725 $643K
American National Bank & Trust 0.07% Reduce -10.7% 3,701 $639K
SJS Investment Consulting Inc. 0.11% Add +8.4% 3,687 $637K
Tarbox Family Office, Inc. 0.11% No change 3,676 $635K
Roehl & Yi Investment Advisors, LLC 0.34% Add +3.1% 3,674 $635K
Fielder Capital Group LLC 0.18% No change 3,668 $634K
Trail Ridge Investment Advisors, LLC 0.33% Reduce -23.6% 3,665 $633K
Destiny Wealth Partners, LLC 0.10% Add +75.1% 3,661 $632K
Smith Asset Management Co., LLC 0.60% Add +3.2% 3,659 $632K
Mediolanum International Funds Ltd 0.01% No change 3,652 $632K
Level Wealth Management LLC 0.41% No change 3,656 $632K
TrueWealth Advisors, LLC 0.21% Reduce -16.6% 3,646 $630K
Baker Tilly Wealth Management, LLC 0.25% Reduce -89.7% 3,646 $630K
apricus wealth, LLC 0.37% Add +8.1% 3,625 $626K
Farmers & Merchants Investments Inc. 0.02% Add +108.0% 3,623 $626K
Planning Center, Inc. 0.07% Reduce -14.5% 3,621 $625K
CPR Investments Inc. 0.55% New 3,620 $625K
Horan Securities, Inc. 0.24% New 3,619 $625K
10Elms LLP 0.74% Reduce -4.0% 3,611 $624K
Planned Solutions, Inc. 0.25% Add +0.8% 3,592 $620K
Murphy Pohlad Asset Management LLC 0.26% Add +5.6% 3,591 $620K
Eagle Global Advisors LLC 0.03% No change 3,570 $617K
L. Roy Papp & Associates, LLP 0.08% Reduce -0.1% 3,565 $616K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +73.7% 3,558 $615K
Shira Ridge Wealth Management 0.31% Reduce -3.4% 3,547 $613K
Indiana Trust & Investment Management Co 0.22% No change 3,546 $613K
Total Clarity Wealth Management, Inc. 0.20% No change 3,618 $613K
Heritage Trust Co 0.07% Add +98.7% 3,543 $612K
Flow Traders U.S. LLC 0.03% Reduce -20.9% 3,534 $610K
Proffitt & Goodson Inc. 0.10% Add +2.4% 3,521 $608K
Hall Capital Management Co. Inc. 0.28% Reduce -20.6% 3,511 $606K
Tilson Financial Group, Inc. 0.24% Reduce -4.7% 3,508 $606K
Fifth Third Wealth Advisors LLC 0.03% Add +92.5% 3,500 $605K
Austin Asset Management Co Inc 0.13% Add +0.5% 3,498 $604K
Windsor Capital Management, LLC 0.19% Reduce -3.6% 3,493 $603K
DDD Partners, LLC 0.07% Add +0.0% 3,490 $603K
Waller Financial Planning Group, Inc. 0.17% Add +7.7% 3,481 $601K
JFG Wealth Management, LLC 0.14% Reduce -50.0% 3,477 $601K
Signal Tree Financial Partners LLC 0.60% Reduce -9.9% 3,476 $600K
Cathy Pareto & Associates, Inc. 0.53% Reduce -0.2% 3,471 $600K
NorthRock Partners, LLC 0.02% Add +2.4% 3,463 $598K
Carl P. Sherr & Co., LLC 0.33% Reduce -1.5% 3,451 $596K
Red Door Wealth Management, LLC 0.09% Add +5.5% 3,447 $595K
Chevy Chase Trust Holdings, LLC 0.00% New 3,446 $595K
Portland Financial Advisors Inc 1.52% Add +3.5% 3,444 $595K
Mason Investment Advisory Services, Inc. 0.04% Reduce -2.6% 3,443 $595K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +9.8% 3,480 $594K
Hudock, Inc. 0.10% Reduce -77.8% 3,439 $594K
Stratos Investment Management, LLC 0.03% Add +0.2% 3,433 $593K
Breakwater Investment Management 0.25% Add +11.2% 3,422 $591K
Ariston Services Group 0.49% Add +57.1% 3,418 $590K
Brooklyn Investment Group 0.13% Add +212.4% 3,405 $588K
Annex Advisory Services, LLC 0.02% Reduce -2.2% 3,399 $587K
Institute for Wealth Management, LLC. 0.08% Reduce -13.4% 3,394 $586K
Life Planning Partners, Inc 0.53% Reduce -1.4% 3,393 $586K
HBW Advisory Services LLC 0.08% Reduce -18.2% 3,391 $586K
FAS Wealth Partners, Inc. 0.05% Reduce -22.3% 3,380 $584K
M3 Advisory Group, LLC 0.46% Add +33.4% 3,378 $584K
Sentinel Pension Advisors, LLC 0.11% Add +8.5% 3,366 $581K
VPR Management LLC 0.28% No change 3,350 $579K
Altiora Financial Group, LLC 0.12% No change 3,342 $577K
Legacy Private Trust Co. 0.04% Reduce -1.0% 3,332 $576K
Independent Solutions Wealth Management, LLC 0.13% New 3,329 $575K
Private Management Group Inc. 0.02% No change 3,328 $575K
Howard Bailey Securities, LLC 0.19% Reduce -0.5% 3,323 $574K
Bogart Wealth, LLC 0.03% Reduce -1.4% 3,321 $574K
First National Advisers, LLC 0.09% Reduce -0.1% 3,301 $570K
Sage Financial Management Group, Inc. 0.21% No change 3,302 $570K
Finward Bancorp 0.49% Add +2.8% 3,285 $567K
Glassman Wealth Services 0.09% Reduce -2.2% 3,278 $566K
Hantz Financial Services, Inc. 0.01% Add +401.4% 3,274 $566K
Tiller Private Wealth, Inc. 0.23% Reduce -8.3% 3,265 $564K
Trivium Point Advisory, LLC 0.07% Reduce -5.0% 3,258 $563K
180 Wealth Advisors, LLC 0.09% Reduce -6.7% 3,257 $563K
Colony Family Offices, LLC 0.18% Reduce -18.1% 3,253 $562K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -7.9% 3,437 $561K
Alteri Wealth LLC 0.25% Reduce -12.9% 3,244 $560K
Fort Point Capital Partners LLC 0.06% Add +0.0% 3,239 $559K
Ullmann Wealth Partners Group, LLC 0.07% Reduce -2.1% 3,227 $557K
Libra Wealth LLC 0.21% Add +31.9% 3,221 $556K
Barnes Wealth Management Group, Inc 0.36% Add +4.9% 3,220 $556K
Yoder Wealth Management, Inc. 0.31% No change 3,218 $556K
BluePointe Capital Management, LLC 0.21% New 3,210 $554K
Towercrest Capital Management 0.11% No change 3,208 $554K
Trilogy Capital Inc. 0.03% Reduce -2.0% 3,204 $553K
River Wealth Advisors LLC 0.08% No change 3,193 $552K
Investmark Advisory Group LLC 0.27% Add +4.1% 3,191 $551K
BTG Pactual Asset Management US LLC 0.07% No change 3,181 $549K
Sierra Ocean, LLC 0.43% No change 3,180 $549K
Wick Capital Partners, LLC 0.16% Add +1.1% 3,176 $549K
Hill Investment Group Partners, LLC 0.08% Reduce -29.8% 3,165 $547K
SpringVest Wealth Management LLC 0.45% Add +53.7% 3,164 $547K
Putney Financial Group LLC 0.57% Reduce -7.2% 3,150 $544K
Peoples Financial Services Corp. 0.26% No change 3,144 $543K
Garland Capital Management Inc. 0.51% Add +0.3% 3,139 $542K
Leading Edge Financial Planning LLC 0.17% Add +3.1% 3,133 $541K
Allen Capital Group, LLC 0.06% Reduce -0.1% 3,122 $539K
Encompass Wealth Advisors, LLC 0.22% No change 3,120 $539K
Means Investment Co., Inc. 0.06% Reduce -3.9% 3,112 $538K
Sound Income Strategies, LLC 0.03% Add +37.8% 3,107 $537K
MJP Associates Inc. 0.10% Add +54.7% 3,101 $536K
Pacific Sage Partners, LLC 0.12% Add +2.9% 3,094 $535K
Legacy Financial Group LLC 0.08% Add +2.2% 3,082 $532K
Henshaw Capital LLC 0.02% No change 3,075 $531K
Baron Wealth Management LLC 0.23% Add +0.6% 3,075 $531K
Transform Wealth, LLC 0.03% Add +1.3% 3,066 $530K
Financial Gravity Asset Management, Inc. 0.12% — 3,054 $528K
Proficio Capital Partners LLC 0.04% Reduce -16.1% 3,055 $528K
Juncture Wealth Strategies, LLC 0.20% Add +1.6% 3,050 $527K
CM Wealth Advisors LLC 0.17% No change 3,048 $527K
GSG Advisors LLC 0.17% Add +0.6% 3,193 $523K
Evercore Wealth Management, LLC 0.01% No change 3,025 $523K
Archer Investment Management, LLC 0.36% New 3,013 $520K
Heritage Financial Services, LLC 0.05% Reduce -8.5% 3,012 $520K
Towneley Capital Management, Inc / DE 0.12% Reduce -7.3% 3,011 $520K
Holland Advisory Services, Inc. 0.79% Add +0.6% 3,008 $520K
Traphagen Investment Advisors LLC 0.05% Reduce -14.1% 3,001 $518K
SilverOak Wealth Management LLC 0.11% No change 2,995 $517K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.1% 2,989 $516K
German American Bancorp, Inc. 0.06% Reduce -6.3% 2,979 $515K
Landaas & Co. /Wi 0.14% No change 2,951 $510K
Balanced Rock Investment Advisors LLC 0.41% Add +5.6% 2,942 $508K
L.M. Kohn & Company 0.13% Add +14.0% 2,921 $505K
Aprio Wealth Management, LLC 0.06% Add +1.0% 2,914 $503K
Potomac Fund Management Inc. 0.22% Reduce -12.2% 3,169 $503K
Lionshead Wealth Management, LLC 0.52% Reduce -45.5% 2,895 $500K
Colonial River Investments, LLC 0.28% Reduce -19.4% 2,893 $500K
Catalyst Financial Partners LLC 0.09% Add +21.5% 2,875 $497K
Highland Financial Advisors, LLC 0.18% Add +4.0% 2,873 $496K
Coordinated Financial Services, Inc. 0.39% — 2,866 $495K
Stonebridge Financial Planning Group, LLC 0.23% Reduce -1.3% 2,865 $495K
Cambridge Advisors Inc. 0.11% No change 2,850 $492K
Meritage Portfolio Management 0.03% Reduce -0.7% 2,848 $492K
Milestone Asset Management Group, LLC 0.44% Add +0.5% 2,845 $491K
River Street Advisors LLC 0.24% Add +9.3% 2,843 $491K
Meridian Wealth Advisors, LLC 0.08% No change 2,841 $491K
Ironwood Investment Counsel, LLC 0.08% Add +13.4% 2,839 $490K
Patriot Financial Group Insurance Agency, LLC 0.07% Add +11.6% 2,836 $490K
Patton Albertson Miller Group, LLC 0.07% No change 2,835 $490K
Summit Global Investments 0.04% Add +4.6% 2,821 $487K
Ballast, Inc. 0.14% No change 2,811 $486K
Dover Advisors, LLC 0.21% New 2,805 $485K
Moseley Investment Management Inc. 0.19% Add +0.0% 2,789 $482K
Fiduciary Group, LLC 0.05% Add +0.0% 2,787 $481K
ICONIQ Capital, LLC 0.01% No change 2,771 $479K
Wealth Dimensions Group, Ltd. 0.11% Add +122.0% 2,768 $478K
NorthCrest Asset Manangement, LLC 0.01% No change 2,747 $475K
Graypoint LLC 0.03% Add +0.1% 2,729 $471K
Petra Financial Advisors Inc. 0.38% Reduce -18.7% 2,715 $469K
SC&H Financial Advisors, Inc. 0.09% Add +0.3% 2,709 $468K
First National Bank of Mount Dora, Trust Investment Services 0.11% No change 2,708 $468K
Blue Bell Private Wealth Management, LLC 0.09% Add +30.4% 2,705 $467K
Arthur M. Cohen & Associates, LLC 0.09% New 2,704 $467K
First Business Financial Services, Inc. 0.05% No change 2,689 $464K
FWL Investment Management, LLC 0.17% Reduce -1.5% 2,688 $464K
McGlone Suttner Wealth Management, Inc. 0.08% Add +74.3% 2,688 $464K
Prudent Man Investment Management, Inc. 0.26% No change 2,739 $464K
Bank of New Hampshire 0.12% No change 2,670 $461K
Summit Asset Management, LLC 0.08% Reduce -4.0% 2,665 $460K
Eastern Bank 0.01% Add +111.1% 2,664 $460K
Blue Chip Partners, LLC 0.04% Add +0.6% 2,662 $460K
Alliance Wealth Management Group 0.12% No change 2,656 $459K
Gries Financial LLC 0.09% New 2,655 $459K
Weatherly Asset Management L. P. 0.04% No change 2,653 $458K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -0.3% 2,652 $458K
ZynergyRetirementPlanningLLC 0.32% Reduce -0.8% 2,698 $457K
Fulton Bank, N.A. 0.02% No change 2,636 $455K
Strid Group, LLC 0.07% No change 2,621 $453K
Rothschild Investment LLC 0.03% Reduce -1.5% 2,617 $452K
Goldstein Advisors, LLC 0.07% No change 2,612 $451K
Patten & Patten Inc. 0.03% No change 2,612 $451K
Total Investment Management Inc. 0.06% Add +0.4% 2,609 $451K
Brookwood Investment Group LLC 0.08% — 2,602 $449K
Cannell & Spears LLC 0.01% Reduce -3.6% 2,555 $441K
Prosperity Financial Group, Inc. 0.22% Add +1.4% 2,542 $439K
Spinnaker Trust 0.03% Reduce -12.4% 2,538 $438K
Fusion Family Wealth, LLC 0.04% Reduce -4.0% 2,534 $438K
Kingsman Wealth Management, Inc. 0.32% — 2,533 $438K
Center For Asset Management LLC 0.27% Reduce -9.2% 2,530 $437K
Wealth Quarterback LLC 0.24% Reduce -3.0% 2,518 $435K
Ariadne Wealth Management, LP 0.23% No change 2,583 $434K
Next Capital Management LLC 0.21% No change 2,511 $434K
Tenon Financial LLC 0.27% Reduce -19.4% 2,510 $434K
Continental Investors Services, Inc. 0.86% Add +2.1% 2,505 $433K
Robinson Smith Wealth Advisors LLC 0.36% Add +10.0% 2,501 $432K
Legacy Advisors, LLC 0.04% Add +19.6% 2,496 $431K
DiNuzzo Private Wealth, Inc. 0.05% Add +0.2% 2,485 $429K
O'ROURKE & COMPANY, Inc 0.21% Add +0.3% 2,480 $428K
Cidel Asset Management Inc. 0.03% No change 2,475 $428K
Bryant Woods Investment Advisors, LLC 0.21% Reduce -10.3% 2,475 $428K
Traynor Capital Management, Inc. 0.04% Reduce -11.2% 2,471 $427K
Bradley Foster & Sargent Inc. 0.01% Reduce -3.4% 2,452 $424K
Sunbelt Securities, Inc. 0.04% Reduce -14.5% 2,441 $422K
Kelly Financial Services LLC 0.15% Reduce -37.8% 2,439 $421K
NewSquare Capital LLC 0.03% Reduce -3.2% 2,439 $421K
J. W. Coons Advisors, LLC 0.11% Add +2.2% 2,438 $421K
Barlow Wealth Partners, LLC 0.06% No change 2,552 $420K
Novus Advisors, LLC 0.42% Add +5.3% 2,418 $418K
Mathes Company, Inc. 0.17% No change 2,413 $417K
Tru Independence Asset Management 2, LLC 0.31% New 2,328 $417K
Montis Financial, LLC 0.12% New 2,410 $416K
Carr Financial Group Corp 0.14% Add +0.3% 2,401 $415K
Argentarii, LLC 0.21% Add +9.9% 2,400 $415K
ARS Wealth Advisors Group, LLC 0.06% Add +9.5% 2,399 $414K
BetterWealth, LLC 0.12% Reduce -2.3% 2,395 $414K
Sterling Investment Advisors, Ltd. 0.10% Add +31.7% 2,383 $412K
Fortis Capital Management LLC 0.08% Reduce -60.1% 2,369 $409K
Integrated Capital Management, LLC 0.23% Reduce -4.1% 2,368 $409K
Samalin Investment Counsel, LLC 0.17% Add +20.0% 2,354 $407K
Genesis Private Wealth, LLC 0.21% Reduce -1.5% 2,333 $403K
Hartford Funds Management Co LLC 0.04% Reduce -81.7% 2,324 $401K
Client 1ST Advisory Group, LLC 0.16% No change 2,318 $400K
GatePass Capital, LLC 0.30% Add +31.6% 2,316 $400K
Dynamic Financial Group 0.40% Add +0.3% 2,308 $399K
Synergy Financial Group, LTD 0.36% Reduce -0.0% 2,305 $398K
Members Wealth LLC 0.30% Add +0.0% 2,301 $398K
Cornerstone Financial Group, LLC 0.36% Reduce -12.6% 2,316 $397K
Concorde Asset Management, LLC 0.21% Add +13.2% 2,400 $397K
Naviter Wealth, LLC 0.05% Reduce -12.5% 2,309 $397K
Verus Financial Partners, Inc. 0.05% New 2,429 $396K
Solidarity Wealth, LLC 0.10% No change 2,293 $396K
Horizon Wealth Management, LLC 0.07% Add +1.4% 2,291 $396K
Optima Capital LLC 0.25% Reduce -35.1% 2,288 $395K
Oakworth Capital, Inc. 0.03% Reduce -3.1% 2,285 $395K
Trust Point Inc. 0.04% Add +9.2% 2,284 $395K
Emprise Bank 0.21% New 2,282 $394K
Haven Private, LLC 0.22% No change 2,280 $394K
Merrion Investment Management Co, LLC 0.28% New 2,275 $393K
Sachem Hill LLC 0.08% Reduce -2.7% 2,274 $393K
Fairview Capital Investment Management, LLC 0.02% Add +9.7% 2,272 $392K
Innova Wealth Partners 0.24% No change 2,269 $392K
Wealth Group Ltd 0.11% Add +1.0% 2,267 $392K
Pines Wealth Management, LLC 0.18% Reduce -5.5% 2,539 $390K
MKT Advisors LLC 0.18% No change 2,506 $390K
Comprehensive Money Management Services LLC 0.31% Reduce -4.3% 2,255 $390K
Mason & Associates, LLC 0.11% Reduce -2.7% 2,248 $388K
Austin Wealth Management, LLC 0.08% Reduce -3.6% 2,351 $388K
WealthPLAN Partners, LLC 0.05% Add +0.3% 2,242 $387K
J Hagan Capital, Inc. 0.31% — 2,285 $387K
Greenfield Savings Bank 0.19% No change 2,221 $384K
Madison Wealth Partners, Inc 0.09% Reduce -1.5% 2,211 $382K
Croban 0.35% Add +1.0% 2,209 $382K
Abound Wealth Management 0.13% Add +20.3% 2,207 $381K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -0.8% 2,188 $381K
Philip James Wealth Mangement, LLC 0.05% Reduce -12.1% 2,196 $379K
Trek Financial, LLC 0.03% Reduce -1.5% 2,194 $379K
Lazard Asset Management LLC 0.00% Reduce -29.4% 2,199 $379K
TCP Asset Management, LLC 0.08% Add +15.5% 2,191 $378K
Capstone Financial Advisors, Inc. 0.02% Add +5.6% 2,184 $377K
First Citizens Bank & Trust Co. 0.01% Reduce -34.5% 2,169 $375K
Independent Wealth Network Inc. 0.15% Add +5.5% 2,159 $373K
DB Fitzpatrick & Co, Inc 0.35% Add +17.3% 2,153 $372K
Verisail Partners, LLC 0.17% No change 2,153 $372K
Saxony Capital Management, LLC 0.33% Add +2.8% 2,148 $371K
Holderness Investments Co. 0.09% Add +10.1% 2,138 $369K
Thomasville National Bank 0.03% Reduce -12.6% 2,138 $369K
Claro Advisors Inc. 0.05% Reduce -2.6% 2,135 $369K
Three Magnolias Financial Advisors, LLC 0.31% Add +0.6% 2,135 $369K
Elevation Point Wealth Partners, LLC 0.03% Add +12.6% 2,134 $369K
Farmers National Bank 0.10% No change 2,134 $369K
Pictet North America Advisors SA 0.04% No change 2,133 $368K
MKD Wealth Coaches, LLC 0.42% No change 2,131 $368K
Bartlett & Co. Wealth Management LLC 0.01% Add +0.1% 2,124 $367K
Plan A Wealth LLC 0.28% Reduce -41.6% 2,123 $367K
Security National Bank of Sioux City Iowa 0.27% Add +10.4% 2,118 $366K
Atlas Wealth LLC 0.20% Reduce -0.2% 2,114 $365K
Bailard, Inc. 0.01% New 2,106 $364K
Austin Private Wealth, LLC 0.03% Reduce -10.7% 2,099 $363K
Convergence Financial, LLC 0.07% Add +27.7% 2,096 $362K
Harfst & Associates, Inc. 0.08% Add +31.0% 2,096 $362K
S.A. Mason LLC 0.19% No change 2,078 $359K
Canandaigua National Bank & Trust Co. 0.04% No change 2,072 $358K
Drake & Associates, LLC 0.10% Add +22.0% 2,069 $357K
jvl associates llc 0.14% Add +39.5% 2,067 $357K
Miller Financial Services LLC 0.51% Reduce -7.4% 2,065 $357K
Vickerman Investment Advisors, Inc. 0.08% New 2,064 $357K
Applied Capital LLC 0.17% No change 2,062 $356K
First International Bank & Trust 0.11% No change 2,057 $355K
Slagle Financial, LLC 0.16% Reduce -1.1% 2,055 $355K
Arkos Global Advisors 0.05% No change 2,058 $355K
ORBA Wealth Advisors, L.L.C. 0.18% Add +3.1% 2,055 $355K
RHS Financial, LLC 0.20% Add +2.2% 2,054 $355K
Quantum Financial Planning Services, Inc. 0.19% Reduce -13.9% 2,051 $354K
Thor Investment Management Inc. /Oh/ 0.26% No change 2,035 $352K
Franklin Street Advisors Inc. 0.02% Add +0.1% 2,025 $350K
Perissos Private Wealth Management, LLC 0.32% Add +32.8% 2,023 $350K
Ameritas Investment Partners, Inc. 0.01% Add +8.3% 2,014 $348K
Chapin Davis, Inc. 0.12% Reduce -49.2% 2,013 $348K
Revolve Wealth Partners, LLC 0.05% Add +43.0% 2,005 $346K
IAG Wealth Partners, LLC 0.05% Add +64.6% 2,002 $346K
Sovran Advisors, LLC 0.04% Reduce -34.9% 2,136 $346K
Cladis Investment Advisory, LLC 0.25% No change 2,000 $345K
Nicholson Meyer Capital Management, Inc. 0.32% — 1,998 $345K
EWG Elevate Inc. 0.13% New 1,995 $345K
McNamara Financial Services, Inc. 0.07% Reduce -28.0% 1,985 $343K
EnRich Financial Partners LLC 0.11% Add +2.8% 1,977 $342K
Raffa Wealth Management, LLC 0.08% Add +0.5% 1,975 $341K
GeoWealth Management, LLC 0.01% Reduce -14.1% 1,970 $340K
HT Partners LLC 0.12% No change 1,968 $340K
Wrenne Financial Planning LLC 0.18% Add +32.3% 1,962 $339K
Murphy & Mullick Capital Management Corp 0.33% Reduce -4.4% 1,956 $338K
Fidelity D & D Bancorp Inc. 0.22% No change 1,955 $338K
Great Point Wealth Advisors, LLC 0.07% No change 1,955 $338K
Trace Wealth Advisors, LLC 0.30% No change 1,950 $337K
Marion Wealth Management 0.09% No change 1,947 $336K
Stuart Chaussee & Associates, Inc. 0.08% No change 1,946 $336K
Cultivar Capital, Inc. 0.27% No change 1,944 $336K
Creekmur Asset Management LLC 0.07% Add +45.0% 1,941 $335K
Redhawk Wealth Advisors, Inc. 0.04% Add +12.6% 1,938 $335K
Cooper Financial Group 0.04% Add +10.4% 1,934 $334K
National Wealth Management Group, LLC 0.22% Add +4.3% 1,933 $334K
Edge Financial Advisors LLC 0.21% Add +6.5% 1,927 $333K
Arlington Trust Co LLC 0.07% Add +83.3% 1,925 $333K
Guidance Capital, Inc. 0.10% Add +1.9% 1,972 $332K
Retirement Planning Co of New England, Inc. 0.17% New 1,921 $332K
Donaldson Capital Management, LLC 0.01% New 1,912 $330K
Fortress Financial Group, LLC 0.33% Add +0.1% 1,911 $330K
Sfmg, LLC 0.03% Reduce -23.7% 1,909 $330K
Meridian Wealth Partners, LLC 0.05% Reduce -16.7% 1,905 $329K
Seelaus Asset Management LLC 0.32% Reduce -19.1% 1,902 $329K
ABLE Financial Group, LLC 0.09% Reduce -14.2% 1,902 $329K
Van Cleef Asset Management,Inc 0.04% No change 1,900 $328K
Bangor Savings Bank 0.03% No change 1,889 $326K
Annis Gardner Whiting Capital Advisors, LLC 0.14% Reduce -0.2% 1,886 $326K
Capital Advantage, Inc. 0.06% No change 1,922 $325K
Vestia Personal Wealth Advisors 0.26% Add +15.6% 1,880 $325K
Mosaic Financial Group, LLC 0.26% No change 1,871 $323K
Cape Investment Advisory, Inc. 0.13% Add +194.8% 1,869 $323K
Ceera Investments, LLC 0.11% Add +3.3% 1,860 $321K
Appleton Partners Inc. 0.02% Add +18.6% 1,860 $321K
Wharton Business Group, LLC 0.01% No change 1,858 $321K
Edgestream Partners, L.P. 0.01% New 1,854 $320K
GDS Wealth Management 0.03% Reduce -18.7% 1,842 $318K
Vantage Point Financial LLC 0.16% Add +1.1% 1,841 $318K
Denver PWM, LLC 0.11% Add +0.6% 1,839 $318K
Brandes Investment Partners, LP 0.00% Reduce -62.4% 1,838 $317K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $317K
Rowlandmiller & Partners.adv 0.07% Reduce -4.3% 1,833 $317K
Altfest L J & Co. Inc. 0.04% Add +2.4% 1,832 $316K
Harbor Group, Inc. 0.06% Add +4.4% 1,817 $314K
Versant Capital Management, Inc 0.05% Add +0.1% 1,811 $313K
Whittier Trust Co. 0.00% Add +11.2% 1,808 $312K
Cascade Investment Group, Inc. 0.24% No change 1,806 $312K
Motive Wealth Advisors 0.17% Reduce -1.3% 1,806 $312K
Elser Financial Planning, Inc 0.43% New 1,788 $309K
Aerodigm Wealth, LLC 0.17% Reduce -1.2% 1,785 $308K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -6.5% 1,782 $308K
Cedar Point Capital Partners, LLC 0.21% Add +2.3% 1,779 $307K
OneAscent Wealth Management LLC 0.13% Reduce -22.0% 1,772 $306K
WealthPlan Investment Management, LLC 0.03% Add +0.6% 1,769 $306K
Silverlake Wealth Management LLC 0.12% Add +3.4% 1,768 $305K
Syverson Strege & Co 0.10% Add +21.5% 1,767 $305K
New Perspectives, Inc 0.16% No change 1,761 $304K
Carson Advisory Inc. 0.20% Reduce -12.4% 1,759 $304K
Hilltop Wealth Advisors, LLC 0.17% Add +1.7% 1,757 $304K
Tyche Wealth Partners LLC 0.07% Add +20.9% 1,756 $303K
Sterling Investment Counsel, LLC 0.10% New 1,749 $302K
Capital Investment Services of America, Inc. 0.03% Add +1.9% 1,748 $302K
Collaborative Wealth Managment Inc. 0.14% Reduce -3.9% 1,743 $301K
Accretive Wealth Partners, LLC 0.11% No change 1,803 $300K
Beirne Wealth Consulting Services, LLC 0.11% No change 1,737 $300K
JNBA Financial Advisors 0.03% Reduce -16.4% 1,732 $299K
Colton Groome Financial Advisors, LLC 0.12% Reduce -14.8% 1,796 $299K
Peterson Wealth Services 0.09% Reduce -88.2% 1,729 $299K
Centurion Wealth Management LLC 0.09% No change 1,762 $298K
Tranquility Partners, LLC 0.12% Add +1.2% 1,726 $298K
Advisor Resource Council 0.02% Reduce -21.7% 2,433 $298K
Integral Investment Advisors, Inc. 0.09% Add +10.6% 1,719 $297K
Wisconsin Wealth Advisors, LLC 0.43% Add +23.4% 1,715 $296K
Armstrong Advisory Group, Inc. 0.02% No change 1,747 $296K
KWB Wealth 0.04% Add +0.2% 1,746 $296K
Ethos Financial Group, LLC 0.03% New 1,708 $295K
Peddock Capital Advisors, LLC 0.07% No change 1,704 $294K
Acorn Financial Advisory Services Inc. 0.05% Reduce -14.9% 1,691 $292K
Jackson Creek Investment Advisors LLC 0.09% Add +1.4% 1,689 $292K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,690 $292K
Baldwin Wealth Partners LLC 0.02% No change 1,690 $292K
Global Assets Advisory, LLC 0.05% New 1,792 $291K
Reynders McVeigh Capital Management, LLC 0.02% No change 1,687 $291K
Jefferies Financial Group Inc. 0.01% Reduce -91.3% 1,683 $291K
Hanson & Doremus Investment Management 0.04% Reduce -2.6% 1,677 $290K
Legacy Financial Strategies, LLC 0.06% Add +8.8% 1,675 $289K
SK Wealth Management, LLC 0.15% Add +12.4% 1,814 $288K
Axim Planning & Wealth 0.25% Add +3.8% 1,662 $287K
Peoples Bank 0.19% Add +3.4% 1,657 $286K
White Wing Wealth Management 0.22% Add +14.3% 1,767 $286K
Revisor Wealth Management LLC 0.13% New 1,654 $286K
Proactive Wealth Strategies LLC 0.15% Add +7.1% 1,651 $285K
Prasad Wealth Partners, LLC 0.09% Add +0.4% 1,644 $284K
Brooklyn FI, LLC 0.09% Reduce -2.0% 1,642 $284K
True North Advisors, LLC 0.05% Add +11.7% 1,641 $283K
Romano Brothers and Company 0.04% New 1,640 $283K
Cadence Bank 0.02% Reduce -2.3% 1,640 $283K
Adero Partners, LLC 0.02% No change 1,637 $283K
NFSG Corp 0.07% Reduce -8.3% 1,636 $283K
JDM Financial Group LLC 0.14% Reduce -0.8% 1,635 $282K
GEM Asset Management, LLC 0.16% Add +0.5% 1,636 $282K
Ignite Planners, LLC 0.06% Add +11.4% 1,693 $281K
Tompkins Financial Corp. 0.03% Add +1365.8% 1,627 $281K
KCM Investment Advisors LLC 0.01% New 1,625 $281K
Rialto Wealth Management, LLC 0.09% Reduce -5.3% 1,625 $281K
Stegner Investment Associates Inc. 0.20% No change 1,624 $281K
New Republic Capital, LLC 0.12% Add +701.0% 1,618 $280K
RVW Wealth, LLC 0.03% Reduce -19.1% 1,617 $279K
Stock Yards Bank & Trust Co. 0.01% No change 1,616 $279K
Semus Wealth Partners LLC 0.19% Reduce -0.1% 1,610 $278K
FourThought Financial Partners, LLC 0.03% Add +0.1% 1,609 $278K
S. R. Schill & Associates 0.22% No change 1,600 $276K
BigSur Wealth Management LLC 0.07% No change 1,600 $276K
Enterprise Bank & Trust Co 0.11% Reduce -7.9% 1,593 $275K
West Financial Advisors, LLC 0.05% Add +0.3% 1,593 $275K
Carnegie Lake Advisors LLC 0.11% No change 1,593 $275K
Wealth Advisors of Iowa, LLC 0.12% Add +0.2% 1,590 $275K
OMNI 360 Wealth, Inc. 0.18% No change 1,585 $274K
Pullen Investment Management, LLC 0.17% No change 1,583 $273K
Seed Wealth Management, Inc. 0.22% No change 1,575 $272K
Iron Horse Wealth Management, LLC 0.09% Reduce -2.2% 1,573 $272K
MPS Loria Financial Planners, LLC 0.08% Reduce -28.8% 1,564 $270K
Highline Wealth Partners LLC 0.09% Add +15.0% 1,554 $268K
Dimension Capital Management LLC 0.05% No change 1,553 $268K
Traction Financial Partners, LLC 0.21% Reduce -21.6% 1,549 $268K
PSI Advisors, LLC 0.09% Add +35.3% 1,549 $268K
Unified Investment Management 0.32% No change 1,546 $267K
Five Oceans Advisors 0.13% Reduce -7.4% 1,544 $267K
Crossmark Global Holdings, Inc. 0.00% New 1,544 $267K
Fi3 FINANCIAL ADVISORS, LLC 0.11% Reduce -26.0% 1,540 $266K
Avalon Capital Management 0.08% New 1,540 $266K
CFS Investment Advisory Services, LLC 0.02% Add +10.6% 1,539 $266K
TD Waterhouse Canada Inc. 0.00% Reduce -8.0% 1,540 $265K
Sunpointe, LLC 0.14% No change 1,533 $265K
LMCG Investments, LLC 0.02% New 1,533 $265K
Atlanta Consulting Group Advisors, LLC 0.08% Add +18.9% 1,529 $264K
Jentner Corp 0.08% Reduce -3.1% 1,526 $264K
Welch Group, LLC 0.01% No change 1,542 $263K
Kraft Asset Management, LLC 0.24% No change 1,524 $263K
Aurora Private Wealth, Inc. 0.21% Add +6.1% 1,522 $263K
Heritage Wealth Management, Inc. 0.09% New 1,519 $262K
Navis Wealth Advisors, LLC 0.25% New 1,500 $259K
Gimbal Financial 0.23% No change 1,500 $259K
Portland Global Advisors LLC 0.03% No change 1,500 $259K
Hemenway Trust Co LLC 0.02% No change 1,500 $259K
Portside Wealth Group, LLC 0.04% Reduce -66.0% 1,499 $259K
Lynx Investment Advisory 0.17% Add +0.1% 1,495 $258K
Morton Capital Management LLC 0.05% No change 1,491 $258K
Anderson Hoagland & Co. 0.03% No change 1,674 $257K
Gibson Capital, LLC 0.05% New 1,487 $257K
Private Wealth Management Group, LLC 0.09% No change 1,484 $256K
Private Advisory Group LLC 0.03% No change 1,473 $254K
Truvestments Capital LLC 0.06% Add +0.6% 1,468 $254K
TD Asset Management Inc 0.00% Reduce -3.9% 1,466 $253K
Apriem Advisors 0.03% No change 1,458 $252K
Redmond Asset Management, LLC 0.06% Reduce -0.7% 1,457 $252K
Define Financial, LLC 0.19% Reduce -3.3% 1,551 $251K
Lantz Financial LLC 0.07% No change 1,448 $250K
Sage Investment Counsel LLC 0.32% New 1,444 $250K
Serenus Wealth Advisors, LLC 0.04% No change 1,441 $249K
Novare Capital Management LLC 0.02% No change 1,440 $249K
Columbia Bank 0.09% New 1,439 $249K
Whitaker-Myers Wealth Managers, LTD. 0.07% Add +0.6% 1,438 $248K
Red Lighthouse Investment Management, LLC 0.10% Add +18.5% 1,521 $248K
First Nebraska Trust Co 0.02% No change 1,434 $248K
RAM Investment Partners, LLC 0.06% Add +0.3% 1,429 $247K
Boyce & Associates Wealth Consulting, Inc. 0.25% Reduce -22.2% 1,423 $246K
Allspring Global Investments Holdings, LLC 0.00% Add +402.1% 1,426 $246K
FSM Wealth Advisors, LLC 0.06% No change 1,421 $245K
Aviance Capital Partners, LLC 0.03% Reduce -6.8% 1,421 $245K
Wealthstar Advisors, LLC 0.11% Reduce -16.4% 1,420 $245K
PTM Wealth Management, LLC 0.26% — 1,595 $245K
Wealth Group, Ltd. 0.16% Reduce -31.4% 1,419 $245K
Community Financial Services Group, LLC 0.05% Reduce -37.4% 1,417 $245K
Valley Financial Group, Inc. 0.16% Reduce -2.1% 1,413 $244K
McDonald Partners LLC 0.06% Add +7.0% 1,412 $244K
Waterloo Capital, L.P. 0.02% Reduce -27.0% 1,411 $244K
Duncker Streett & Co. Inc. 0.05% No change 1,410 $244K
Sage Capital Advisors,llc 0.06% Reduce -4.2% 1,409 $243K
Realta Investment Advisors 0.11% No change 1,406 $243K
BWM Planning, LLC 0.10% Add +0.1% 1,404 $243K
W.G. Shaheen & Associates DBA Whitney & Co 0.03% Reduce -10.6% 1,400 $242K
Capital Investment Counsel, Inc 0.04% Reduce -2.1% 1,398 $241K
Clarity Wealth Advisors, LLC 0.07% Reduce -7.1% 1,397 $241K
Baker Avenue Asset Management, LP 0.01% New 1,397 $241K
Financial Insights, Inc. 0.10% No change 1,389 $240K
Pursue Wealth Partners LLC 0.15% New 1,386 $239K
Channel Wealth LLC 0.07% Add +8.5% 1,386 $239K
Greenspring Advisors, LLC 0.06% No change 1,386 $239K
Harbour Capital Advisors, LLC 0.06% Reduce -1.9% 1,434 $239K
Global Wealth Strategies & Associates 0.07% Reduce -3.5% 1,382 $239K
Stark Wealth Management LLC 2.45% Reduce -95.8% 1,378 $238K
Opal Wealth Advisors, LLC 0.07% Reduce -0.4% 1,378 $238K
Worth Asset Management, LLC 0.13% Reduce -91.6% 1,375 $238K
Smith Salley Wealth Management 0.02% Reduce -15.2% 1,374 $237K
Marco Investment Management LLC 0.02% Reduce -0.9% 1,364 $236K
Seven Mile Advisory 0.16% No change 1,353 $234K
Excalibur Management Corp. 0.09% No change 1,352 $234K
Family Capital Management, Inc. 0.14% No change 1,350 $233K
YHB Investment Advisors, Inc. 0.02% New 1,347 $233K
Curi Capital, LLC 0.01% Reduce -72.0% 1,344 $232K
Triumph Capital Management 0.08% New 1,342 $232K
Kure Advisory, LLC 0.17% — 1,339 $231K
Orion Capital Management LLC 0.10% No change 1,339 $231K
Horizon Family Wealth, Inc. 0.15% Add +0.5% 1,338 $231K
Satovsky Asset Management LLC 0.05% Reduce -15.4% 1,337 $231K
Physician Wealth Advisors, Inc. 0.04% Reduce -42.2% 1,336 $231K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -13.4% 1,334 $230K
Journey Strategic Wealth LLC 0.01% Reduce -16.1% 1,334 $230K
Pettyjohn, Wood & White, Inc. 0.04% Add +2.4% 1,333 $230K
Heritage Oak Wealth Advisors LLC 0.10% Reduce -20.9% 1,332 $230K
Maltin Wealth Management, Inc. 0.11% Add +0.1% 1,328 $229K
Wealthquest Corp 0.02% No change 1,325 $229K
Stonebridge Capital Advisors LLC 0.02% Reduce -21.6% 1,324 $229K
Secure Asset Management, LLC 0.05% Add +4.5% 1,323 $228K
St. Clair Advisors, LLC 0.06% No change 1,316 $227K
Northwest Financial Advisors 0.19% Reduce -8.4% 1,314 $227K
Forum Private Client Group LLC 0.10% Reduce -0.2% 1,314 $227K
PCG Wealth Advisors, LLC 0.08% No change 1,312 $227K
Chicago Capital, LLC 0.01% Reduce -2.0% 1,301 $225K
Philadelphia Trust Co. 0.02% No change 1,297 $224K
NRI Wealth Management LC 0.17% New 1,295 $224K
Sonora Investment Management Group, LLC 0.02% Add +6.0% 1,294 $224K
Stablepoint Partners, LLC 0.04% Add +4.0% 1,291 $223K
Sensible Money, LLC 0.10% Reduce -18.0% 1,288 $222K
Eq LLC 0.10% No change 1,288 $222K
Kestra Investment Management, LLC 0.00% Reduce -82.6% 1,287 $222K
Pandora Wealth, Inc. 0.15% — 1,285 $222K
Nemes Rush Group LLC 0.03% Reduce -30.4% 1,285 $222K
Natixis 0.00% Reduce -0.4% 1,288 $221K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,280 $221K
1834 Investment Advisors Co. 0.03% No change 1,278 $221K
Smith Thornton Advisors LLC 0.14% No change 1,276 $220K
Canal Capital Management, LLC 0.04% Add +7.3% 1,275 $220K
WealthTrust Axiom LLC 0.07% No change 1,274 $220K
Providence Capital Advisors, LLC 0.05% Add +0.6% 1,272 $220K
Aspen Investment Management Inc 0.10% New 1,267 $219K
Lineweaver Wealth Advisors, LLC 0.04% New 1,267 $219K
Callan Capital, LLC 0.02% Add +0.3% 1,260 $218K
M.E. Allison & Co., Inc. 0.22% Reduce -2.1% 1,260 $218K
Parker Investment Management, LLC 0.04% New 1,251 $216K
Fairvoy Private Wealth, LLC 0.06% Reduce -4.1% 1,250 $216K
Priebe Wealth Holdings LLC 0.13% No change 1,243 $215K
Resolute Advisors LLC 0.06% Add +0.6% 1,243 $215K
QTR Family Wealth, LLC 0.16% — 1,241 $214K
WFA Asset Management Corp 0.11% Reduce -56.8% 1,313 $214K
American State Bank (Iowa) 0.13% New 1,236 $214K
Barton Investment Management 0.03% No change 1,235 $213K
Veracity Capital LLC 0.08% Reduce -2.2% 1,235 $213K
Opes Wealth Management LLC 0.04% Reduce -3.0% 1,228 $212K
First Interstate Bank 0.01% Reduce -16.5% 1,228 $212K
Cahaba Wealth Management, Inc. 0.02% Add +0.2% 1,228 $212K
JSF Financial, LLC 0.06% Reduce -2.3% 1,227 $212K
Bernard Wealth Management Corp. 0.10% Add +90.7% 1,224 $211K
Arcadia Wealth Management, Inc. 0.16% No change 1,218 $210K
Stockman Wealth Management, Inc. 0.03% New 1,217 $210K
Farnam Financial LLC 0.21% New 1,215 $210K
Cypress Financial Planning LLC 0.08% Reduce -0.1% 1,215 $210K
Signature Resources Capital Management, LLC 0.18% Add +117.6% 1,212 $209K
Henrickson Nauta Wealth Advisors, Inc. 0.09% No change 1,310 $209K
Laurel Wealth Planning LLC 0.14% No change 1,210 $209K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -8.6% 1,209 $209K
Pennington Partners & Co., LLC 0.12% Add +0.1% 1,209 $209K
Entrewealth, LLC 0.16% No change 1,209 $209K
Shoker Investment Counsel, Inc. 0.07% No change 1,208 $209K
Meridian Financial Advisors, LLC 0.15% Add +0.2% 1,208 $209K
Laurel Wealth Advisors LLC 0.03% Add +4.3% 1,206 $208K
Rodgers Brothers Inc. 0.03% No change 1,204 $208K
Formidable Asset Management, LLC 0.03% Reduce -10.1% 1,202 $208K
Financial Futures Ltd Liability Co. 0.12% New 1,202 $208K
Capital City Trust Co. 0.06% Reduce -10.6% 1,202 $208K
Rappaport Reiches Capital Management, LLC 0.05% New 1,201 $207K
Main Street Group, LTD 0.09% Reduce -0.9% 1,201 $207K
Crux Wealth Advisors 0.11% Add +0.9% 1,200 $207K
Northside Capital Management, LLC 0.03% No change 1,200 $207K
Vaughan David Investments LLC 0.00% New 1,201 $207K
Winch Advisory Services, LLC 0.05% Add +1.8% 1,197 $207K
Ewa, LLC 0.08% New 1,197 $207K
MontVue Capital Management, Inc. 0.17% No change 1,194 $206K
Hobbs Group Advisors, LLC 0.08% No change 1,193 $206K
Avid Wealth Partners LLC 0.14% No change 1,191 $206K
Granite FO LLC 0.12% No change 1,187 $205K
TCTC Holdings, LLC 0.01% Add +0.1% 1,187 $205K
Optivise Advisory Services LLC 0.12% New 1,187 $205K
Curio Wealth, LLC 0.11% Reduce -99.4% 7 $204K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -80.4% 1,182 $204K
BancFirst Trust & Investment Management 0.10% No change 1,194 $204K
Wealth Management Nebraska 0.03% New 1,179 $204K
Nestegg Advisors, Inc. 0.22% New 1,172 $202K
Dopkins Wealth Management, LLC 0.10% Reduce -1.2% 1,170 $202K
ShankerValleau Wealth Advisors, Inc. 0.07% New 1,168 $202K
MorganRosel Wealth Management, LLC 0.06% New 1,167 $202K
Millstone Evans Group, LLC 0.14% Add +100.7% 1,164 $201K
Telos Capital Management, Inc. 0.02% Reduce -9.6% 1,164 $201K
Pacifica Partners Inc. 0.09% Reduce -11.1% 1,203 $201K
Foresight Capital Management Advisors, Inc. 0.12% New 1,160 $200K
Westbourne Investments, Inc. 0.12% New 1,160 $200K
Security National Bank 0.04% Add +83.8% 1,158 $200K
one8zero8, LLC 0.05% Reduce -18.1% 1,153 $199K
First Pacific Financial 0.04% Reduce -8.4% 1,149 $199K
Westside Investment Management, Inc. 0.04% No change 1,122 $194K
Financial Freedom, LLC 0.11% Add +0.5% 1,102 $190K
Gen-Wealth Partners Inc 0.08% Reduce -27.2% 1,099 $190K
Anderson Financial Strategies, LLC 0.12% New 1,091 $188K
Stonebridge Financial Group, LLC 0.02% Add +4.0% 1,085 $187K
Hara Capital LLC 0.12% No change 1,065 $184K
EPG Wealth Management LLC 0.05% Reduce -9.9% 1,044 $180K
Elevation Wealth Partners, LLC 0.08% No change 1,040 $180K
Biltmore Family Office, LLC 0.03% No change 1,040 $180K
Fairway Wealth LLC 0.07% Add +0.7% 1,036 $179K
Briaud Financial Planning Inc 0.07% Add +407.9% 1,026 $177K
Promus Capital, LLC 0.13% No change 1,014 $175K
Clearstead Trust, LLC 0.04% Add +127.5% 1,010 $174K
BankPlus Trust Department 0.06% No change 1,008 $174K
Ballast Advisors LLC 0.05% No change 991 $171K
First Command Advisory Services, Inc. 0.00% No change 969 $167K
Crewe Advisors LLC 0.02% Add +0.4% 964 $167K
Legacy Wealth Managment, LLC 0.12% Add +550.7% 963 $166K
Winnacle Wealth LLC 0.15% Add +7.2% 963 $166K
Hoey Investments, Inc. 0.03% Add +91.0% 955 $165K
HM Payson & Co. 0.00% No change 938 $162K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -53.7% 936 $161K
Bfsg, LLC 0.02% Reduce -0.4% 926 $160K
Marshall & Sterling Wealth Advisors Inc. 0.11% Add +0.5% 926 $160K
MeadowBrook Investment Advisors LLC 0.15% No change 921 $159K
TOWER TRUST & INVESTMENT Co 0.13% — 939 $156K
Morling Financial Advisors, LLC 0.05% Reduce -5.3% 901 $156K
Financial Network Wealth Advisors LLC 0.20% Add +14.7% 897 $155K
Flaharty Asset Management, LLC 0.02% New 895 $155K
Rossby Financial, LCC 0.07% New 937 $154K
Cascades Capital Asset Management, LLC 0.08% New 866 $150K
Perritt Capital Management Inc 0.08% Add +0.6% 863 $149K
Hughes Financial Services, LLC 0.03% New 833 $144K
Peachtree Investment Partners, LLC 0.06% New 826 $143K
Noble Wealth Management PBC 0.10% No change 825 $143K
Greenline Partners, LLC 0.02% Add +22568.7% 183,390 $140K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -35.6% 808 $140K
City Holding Co. 0.02% Reduce -3.6% 802 $139K
Community Bank, N.A. 0.02% No change 800 $138K
Valued Wealth Advisors LLC 0.08% No change 798 $138K
Koesten, Hirschmann & Crabtree, INC. 0.08% Add +0.8% 791 $137K
Lowe Wealth Advisors, LLC 0.06% No change 789 $136K
Cary Street Partners Investment Advisory LLC 0.08% Add +1353.7% 785 $136K
Avalon Trust Co 0.01% New 782 $135K
Coston, McIsaac & Partners 0.04% Reduce -26.7% 779 $134K
Quent Capital, LLC 0.01% Add +782.4% 750 $130K
Morris Financial Concepts, Inc. 0.05% No change 721 $125K
Capitol Family Office, Inc. 0.17% New 715 $123K
Sherman Asset Management, Inc. 0.12% Add +0.3% 707 $122K
Aberdeen Wealth Management LLC 0.08% No change 700 $121K
PFG Private Wealth Management, LLC 0.06% No change 675 $117K
Stone House Investment Management, LLC 0.02% New 674 $116K
HHM Wealth Advisors, LLC 0.02% Add +159.8% 660 $114K
Adirondack Trust Co. 0.04% Add +3.8% 659 $114K
Mark Sheptoff Financial Planning, LLC 0.06% No change 656 $113K
Tucker Asset Management LLC 0.04% Reduce -24.3% 654 $113K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 653 $113K
Integrity Financial Corp 0.06% Add +24.9% 652 $113K
Centricity Wealth Management, LLC 0.10% No change 650 $112K
Kimelman & Baird, LLC 0.01% No change 641 $111K
Provident Wealth Management, LLC 0.04% No change 639 $110K
Ulland Investment Advisors, LLC 0.10% No change 635 $110K
LGT Financial Advisors LLC 0.33% No change 628 $108K
Dagco, Inc. 0.03% New 624 $108K
Sachetta, LLC 0.04% No change 623 $108K
Kings Path Partners LLC 0.05% Add +0.7% 619 $107K
Wolff Wiese Magana LLC 0.07% Add +3.4% 612 $106K
Accent Capital Management, LLC 0.06% New 600 $104K
Halbert Hargrove Global Advisors, LLC 0.01% No change 592 $102K
Clean Yield Group 0.03% No change 575 $99K
Grand Wealth Management, LLC 0.05% Add +31.1% 569 $98K
Eq Wealth Advisors, LLC 0.08% New 558 $96K
Thompson Investment Management, Inc. 0.01% No change 550 $95K
Evensky & Katz LLC 0.01% Reduce -10.1% 544 $94K
Marquette Asset Management, LLC 0.02% Reduce -2.0% 534 $92K
Barnes Dennig Private Wealth Management LLC 0.14% — 531 $92K
Northwest Capital Management Inc 0.04% No change 526 $91K
Redwood Park Advisors LLC 0.08% No change 525 $91K
Paladin Advisory Group, LLC 0.07% No change 523 $90K
Canton Hathaway, LLC 0.02% No change 515 $89K
von Borstel & Associates, Inc. 0.03% New 514 $88K
Country Trust Bank 0.00% No change 506 $87K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 498 $86K
Future Financial Wealth Managment LLC 0.06% No change 494 $85K
Riggs Asset Managment Co. Inc. 0.02% Add +47.6% 465 $80K
Crowley Wealth Management, Inc. 0.08% No change 457 $79K
Richards, Merrill & Peterson, Inc. 0.04% Add +5.1% 455 $79K
Columbia River Financial Group, LLC 0.05% New 452 $78K
Addison Advisors LLC 0.02% No change 451 $78K
Motco 0.01% No change 450 $78K
Intelligent Financial Strategies 0.04% No change 445 $77K
Sittner & Nelson, LLC 0.03% Add +21.5% 441 $76K
Hoese & Co LLP 0.06% No change 428 $74K
Reyes Financial Architecture, Inc. 0.05% New 426 $74K
Vermillion & White Wealth Management Group, LLC 0.05% No change 424 $73K
Atlantic Private Wealth, LLC 0.05% No change 422 $73K
Pin Oak Investment Advisors Inc. 0.06% No change 423 $72K
Resources Management Corp. /CT/ 0.01% Reduce -26.5% 416 $72K
Barclays PLC 0.00% No change 412 $71K
Proathlete Wealth Management LLC 0.03% New 398 $69K
Costello Asset Management, INC 0.03% New 373 $64K
DHJJ Financial Advisors, Ltd. 0.03% Add +356.3% 365 $63K
Burkett Financial Services, LLC 0.03% Add +4.0% 365 $63K
Avion Wealth 0.02% No change 378 $63K
Cordgrass Capital Advisors, LLC 0.02% No change 362 $63K
Park Place Capital Corp 0.02% Add +0.6% 359 $62K
Pacific Center for Financial Services 0.02% No change 343 $59K
Optimum Investment Advisors 0.03% No change 325 $56K
Ruedi Wealth Management, Inc. 0.02% No change 320 $55K
Running Point Capital Advisors, LLC 0.02% Add +38.3% 318 $55K
North Capital, Inc. 0.05% — 316 $55K
Arcadia Investment Advisors LLC 0.03% No change 309 $53K
Founders Capital Management 0.03% No change 300 $52K
Concord Wealth Partners 0.01% Reduce -10.2% 299 $52K
Elevate Wealth Advisory, Inc. 0.04% No change 294 $51K
Retirement Wealth Solutions LLC 0.04% Reduce -81.9% 292 $50K
True Wealth Design, LLC 0.02% No change 290 $50K
Kozak & Associates, Inc. 0.01% Add +10.4% 297 $49K
CarsonAllaria Wealth Management, Ltd. 0.03% No change 276 $48K
WealthCollab, LLC 0.03% No change 273 $47K
Bear Mountain Capital, Inc. 0.02% New 283 $47K
Tidemark, LLC 0.02% No change 268 $46K
Morton Brown Family Wealth, LLC 0.02% No change 265 $46K
Cordant, Inc. 0.02% No change 262 $45K
Compass Wealth Management LLC 0.01% No change 260 $45K
Comprehensive Financial Planning, Inc. 0.04% Add +0.4% 258 $45K
Decker Retirement Planning Inc. 0.03% Reduce -27.4% 254 $44K
Tradewinds Capital Management, LLC 0.01% Add +9.5% 254 $44K
Rice Partnership, LLC 0.01% Add +21.8% 251 $43K
Davis Capital Management 0.03% No change 247 $43K
Hager Investment Management Services, LLC 0.03% New 244 $42K
Pineridge Advisors LLC 0.02% Add +1115.0% 243 $42K
Provenance Wealth Advisors, LLC 0.01% No change 237 $41K
Kessler Investment Group, LLC 0.02% New 230 $40K
Centennial Bank 0.02% Reduce -18.2% 225 $39K
Missouri Trust & Investment Co 0.01% No change 225 $39K
Bellevue Asset Management, LLC 0.02% No change 222 $38K
Riverview Trust Co 0.04% No change 210 $36K
Aspect Partners, LLC 0.02% No change 207 $36K
MPWM Advisory Solutions, LLC 0.03% No change 205 $35K
Cardinal Strategic Wealth Guidance 0.01% No change 203 $35K
EMC Capital Management 0.02% No change 200 $34K
Y.D. More Investments Ltd 0.00% Reduce -46.0% 194 $33K
Citizens National Bank Trust Department 0.01% No change 187 $32K
Colonial Trust Advisors 0.00% New 185 $32K
Byrne Asset Management LLC 0.03% No change 175 $30K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $30K
Viewpoint Capital Management LLC 0.02% No change 166 $29K
Wayfinding Financial, LLC 0.01% Reduce -91.3% 163 $28K
Towne Trust Company, N.A 0.01% No change 161 $28K
Goodman Advisory Group, LLC 0.01% New 161 $28K
Piscataqua Savings Bank 0.02% No change 160 $28K
Your Advocates Ltd., LLP 0.01% No change 155 $27K
Christopher J. Hasenberg, Inc 0.01% Add +4.8% 154 $27K
Hollencrest Capital Management 0.00% Add +0.7% 152 $26K
AllSquare Wealth Management LLC 0.02% No change 151 $26K
Roble, Belko & Company, Inc 0.00% No change 150 $26K
Pflug Koory, LLC 0.01% No change 141 $24K
Rosenberg Matthew Hamilton 0.01% No change 140 $24K
Arvest Investments, Inc. 0.00% No change 135 $23K
Compass Financial Services Inc 0.01% New 134 $23K
Rakuten Securities, Inc. 0.01% Reduce -36.6% 128 $22K
Albion Financial Group 0.00% No change 115 $20K
Pittenger & Anderson Inc. 0.00% No change 113 $20K
Bellwether Advisors, LLC 0.00% No change 112 $19K
PFC Capital Group, Inc. 0.01% New 112 $19K
Mascoma Wealth Management LLC 0.00% New 107 $18K
Dakota Community Bank & Trust NA 0.09% New 106 $18K
Aventura Private Wealth, LLC 0.01% No change 105 $18K
Sawyer & Company, Inc 0.01% Reduce -49.0% 104 $18K
Broadwater Capital Management LLC 0.01% No change 100 $17K
Arjuna Capital 0.00% New 98 $17K
Field & Main Bank 0.01% No change 98 $17K
Investors Research Corp 0.00% Add +870.0% 97 $17K
Eukles Asset Management 0.01% No change 96 $17K
Tower View Wealth Management LLC 0.01% No change 89 $15K
ROSS\JOHNSON & Associates LLC 0.25% Add +3.7% 84 $14K
Evelyn Partners Investment Management Services Ltd 0.00% No change 83 $14K
Vision Financial Markets LLC 0.02% Add +25.0% 80 $14K
Van Den Berg Management I, Inc. 0.00% Add +40.7% 76 $13K
Guardian Wealth Management, Inc. 0.01% Reduce -85.7% 71 $12K
Wood Tarver Financial Group, LLC 0.00% Add +48.9% 67 $12K
SYM FINANCIAL Corp 0.00% Reduce -58.4% 67 $12K
Chesapeake Asset Management LLC 0.01% Reduce -64.4% 64 $11K
Capital A Wealth Management, LLC 0.01% Reduce -70.2% 62 $11K
American Capital Advisory, LLC 0.01% New 61 $11K
Mb, Levis & Associates, LLC 0.00% Add +1.7% 61 $10K
PFS Partners, LLC 0.01% Add +1.7% 60 $10K
High Note Wealth, LLC 0.00% No change 57 $10K
Legacy Bridge, LLC 0.01% Add +409.1% 56 $10K
Aviso Financial Inc. 0.00% No change 52 $9K
Accredited Wealth Management, LLC 0.01% No change 50 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 48 $8K
Cornerstone Planning Group LLC 0.00% Add +176.5% 47 $8K
HFM Investment Advisors, LLC 0.00% — 41 $7K
Navigoe, LLC 0.01% No change 45 $7K
Main Management LLC 0.00% No change 38 $7K
Central Pacific Bank - Trust Division 0.00% No change 38 $7K
First Financial Corp. 0.00% No change 36 $6K
DecisionPoint Financial, LLC 0.00% No change 36 $6K
Anfield Capital Management, LLC 0.00% No change 30 $5K
Fortis Group Advisors, LLC 0.00% No change 22 $4K
1 North Wealth Services LLC 0.00% New 21 $4K
Spurstone Advisory Services, LLC 0.06% No change 19 $3K
Ogorek Anthony Joseph /NY/ 0.00% New 20 $3K
Clarity Asset Management, Inc. 0.00% No change 14 $2K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $2K
POM Investment Strategies, LLC 0.00% New 11 $2K
Chilton Capital Management LLC 0.00% Reduce -96.8% 10 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Activest Wealth Management 0.00% No change 5 $913
Frazier Financial Advisors, LLC 0.00% Reduce -82.8% 5 $864
Cheviot Value Management, LLC 0.00% New 5 $838
Wagner Wealth Management, LLC 0.00% Reduce -98.8% 4 $691
Marshall Investment Management, LLC 0.00% New 2 $347
Delta Asset Management LLC 0.00% No change 2 $345

"% 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.