Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q2 2025 (June 30)
2,408holders +37
116new positions
79sold out
6famous investors
$176.51avg. 13F price*

At the end of Q2 2025, 2,408 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 37 from Q1 2025. 116 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($22.6B), Jones Financial Companies LLLP ($9.2B) and Morgan Stanley ($5.8B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions116$347.8M
Exits79$958.5M

All 13F filers, Q1 2025 → Q2 2025: 22,879,464 shares bought and 19,027,657 shares sold, net +3,851,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,408 holders

Bank of America Corp. 1.83% Add +3.1% 128,140,618 $22.6B
Jones Financial Companies LLLP 7.00% Reduce -3.3% 52,282,312 $9.2B
Morgan Stanley 0.38% Add +1.7% 32,675,343 $5.8B
Envestnet Asset Management Inc. 1.07% Add +2.9% 20,792,247 $3.7B
UBS Group AG 0.51% Add +2.6% 13,769,824 $2.4B
Ameriprise Financial Inc. 0.47% Reduce -0.5% 10,632,655 $1.9B
LPL Financial LLC 0.61% Add +3.6% 10,341,422 $1.8B
Wells Fargo & Company 0.29% Add +5.7% 7,528,265 $1.3B
Raymond James Financial Inc. 0.45% Reduce -3.1% 7,446,585 $1.3B
Tiaa Trust, National Association 3.01% Add +0.7% 6,541,318 $1.2B
Captrust Financial Advisors 2.31% Add +3.9% 5,865,616 $1.0B
Royal Bank of Canada 0.19% Add +2.1% 5,428,502 $959.4M
D.A. Davidson & Co. 6.61% Add +2.4% 5,309,040 $938.3M
Mill Creek Capital Advisors, LLC 20.70% Reduce -1.8% 5,282,774 $933.7M
Betterment LLC 1.96% Reduce -0.6% 5,196,580 $918.4M
Mariner, LLC 1.19% Add +4.0% 4,659,847 $823.6M
FMR LLC 0.05% Reduce -1.8% 4,567,167 $807.2M
PNC Financial Services Group, Inc. 0.49% Add +0.9% 4,265,950 $754.0M
Northwestern Mutual Wealth Management Co. 0.49% Add +12.6% 3,780,675 $668.2M
Rwa Wealth Partners, LLC 8.15% Reduce -15.9% 3,684,307 $651.2M
Sei Investments Co. 0.73% Add +2.3% 3,563,040 $629.7M
JPMorgan Chase & Co. 0.04% Reduce -0.8% 3,537,638 $625.2M
Bank of New York Mellon Corp 0.12% Reduce -0.2% 3,533,165 $624.5M
Commonwealth Equity Services, LLC 0.79% Reduce -1.0% 3,401,789 $601.2M
Avantax Advisory Services, Inc. 3.21% Reduce -0.0% 3,301,015 $583.4M
Truist Financial Corp. 0.84% Add +6.1% 3,235,790 $571.9M
Cetera Investment Advisers 0.94% Add +27.9% 3,136,589 $554.4M
HighTower Advisors, LLC 0.69% Add +7.1% 3,133,973 $553.9M
Goldman Sachs Group Inc. 0.08% Reduce -13.1% 2,885,793 $510.0M
CHURCHILL MANAGEMENT Corp 4.91% Add +0.2% 2,561,737 $452.8M
Provida Pension Fund Administrator 8.04% Reduce -10.1% 2,511,423 $443.9M
Mission Wealth Management, LP 8.97% Add +2.7% 2,325,179 $411.0M
Citigroup Inc. 0.28% Add +48.8% 2,246,630 $397.1M
EP Wealth Advisors, LLC 2.60% Reduce -6.2% 2,234,873 $395.0M
Osaic Holdings, Inc. 0.68% Add +17.7% 2,156,130 $380.7M
Choreo, LLC 5.23% Reduce -1.6% 2,109,740 $374.9M
CBIZ Investment Advisory Services, LLC 16.10% Add +2.7% 2,056,535 $363.6M
Moneta Group Investment Advisors LLC 3.79% Add +0.8% 1,801,405 $318.4M
Richard Bernstein Advisors LLC 7.62% Reduce -4.1% 1,747,771 $308.9M
Modera Wealth Management, LLC 3.61% Reduce -0.7% 1,651,080 $291.8M
Stifel Financial Corp. 0.27% Add +3.9% 1,551,304 $274.2M
Members Trust Co 9.18% Reduce -7.4% 1,507,196 $266.4M
Lincoln National Corp. 7.83% Add +2.5% 1,461,382 $258.3M
Waldron Private Wealth LLC 11.23% Add +0.4% 1,449,416 $257.6M
Facet Wealth, Inc. 5.76% Reduce -13.0% 1,430,668 $253.3M
Assetmark, Inc. 0.60% Reduce -9.7% 1,433,086 $253.3M
Baird Financial Group, Inc. 0.44% Add +0.8% 1,426,340 $252.1M
Bell Bank 11.61% Add +14.3% 1,409,149 $249.1M
United Capital Financial Advisors, LLC 1.98% Reduce -0.4% 1,388,095 $245.3M
Money Design Co.,Ltd. 12.08% Add +5.0% 1,384,981 $244.8M
Retirement Investment Advisors, Inc. 20.86% Add +5.2% 1,312,143 $231.9M
MML Investors Services, LLC 0.66% Reduce -2.9% 1,302,751 $230.2M
Alliancebernstein L.P. 0.07% Add +368.0% 1,278,563 $226.0M
Mather Group, Llc. 2.34% Add +2.1% 1,238,954 $219.0M
Wealth Enhancement Advisory Services, LLC 0.35% Add +1.6% 1,179,606 $211.9M
Sanctuary Advisors, LLC 1.30% Reduce -1.4% 1,183,958 $209.3M
Foster Group, Inc. 7.11% Reduce -0.4% 1,174,792 $207.6M
Equitable Holdings, Inc. 1.64% Reduce -8.8% 1,125,824 $199.0M
NorthCoast Asset Management LLC 0.84% Add +3.2% 1,114,581 $197.0M
SCS Capital Management LLC 2.16% Reduce -0.3% 1,100,811 $194.6M
Garde Capital, Inc. 10.07% Reduce -3.0% 1,064,941 $188.2M
Private Advisor Group, LLC 1.00% Add +2.0% 1,045,586 $184.8M
CIBC Private Wealth Group LLC 0.31% Reduce -0.7% 993,221 $175.5M
Coldstream Capital Management Inc. 2.78% Add +257.4% 957,799 $169.9M
Cambridge Investment Research Advisors, Inc. 0.52% Add +0.6% 959,938 $169.7M
Stephens Group Asset Management, LLC 11.81% Add +9.5% 928,740 $164.1M
NewEdge Advisors, LLC 0.83% Add +4.8% 914,543 $161.6M
Beacon Pointe Advisors, LLC 1.68% Add +5.3% 911,360 $161.1M
Brookstone Capital Management 2.10% Add +1.8% 907,305 $160.4M
Systematic Alpha Investments, LLC 5.62% No change 894,868 $158.2M
Cerity Partners LLC 0.28% Add +18.5% 892,606 $157.8M
US Bancorp \de 0.20% Reduce -0.9% 884,249 $156.3M
Merit Financial Group, LLC 1.73% Add +361.5% 875,974 $154.8M
Brandes Investment Partners, LP 1.36% Add +46191.3% 850,835 $150.4M
BNP Paribas Financial Markets 0.12% Add +391.7% 847,671 $149.8M
Blair William & Co. 0.40% Add +7.6% 823,862 $145.6M
Permanens Capital L.P. 19.31% Add +1.2% 797,030 $141.6M
Kestra Advisory Services, LLC 0.69% Reduce -5.3% 797,777 $141.0M
Vista Capital Partners, Inc. 15.12% Reduce -1.9% 781,419 $138.1M
Thrive Wealth Management, LLC 22.11% Add +3.1% 774,481 $136.9M
Saudi Central Bank 5.48% New 756,686 $134.5M
Woodmont Investment Counsel LLC 8.79% Add +3.3% 753,725 $133.2M
Rockefeller Capital Management L.P. 0.28% Add +24.9% 733,563 $129.7M
Prime Capital Investment Advisors, LLC 1.68% Reduce -27.1% 716,208 $126.6M
Mountain Capital Investment Advisors Inc. 24.13% Reduce -3.5% 703,338 $125.6M
Creative Planning 0.11% Add +1.5% 699,001 $123.5M
Strategies Wealth Advisors, LLC 13.28% Reduce -0.2% 687,740 $121.6M
Everhart Financial Group, Inc. 14.01% Add +10.8% 685,866 $121.2M
Sequoia Financial Advisors, LLC 0.82% Reduce -7.0% 679,337 $120.1M
Citizens Financial Group Inc. 1.91% Reduce -0.5% 670,761 $119.1M
Brandywine Oak Private Wealth LLC 11.01% Add +2.6% 672,510 $118.9M
Clearstead Advisors, LLC 1.66% Add +1.5% 667,781 $118.0M
Partners Capital Investment Group, LLP 4.74% Reduce -60.1% 662,810 $117.1M
Focus Partners Wealth 0.25% Reduce -0.6% 659,963 $116.8M
Nepc LLC 2.95% Reduce -13.3% 659,573 $116.6M
Envestnet Portfolio Solutions, Inc. 0.42% Reduce -30.5% 649,083 $114.7M
Brickley Wealth Management 22.15% Add +0.4% 640,266 $113.2M
Focused Wealth Management, Inc 13.46% Reduce -0.6% 624,174 $110.3M
Thrivent Financial for Lutherans 0.25% Add +91.5% 622,416 $110.0M
Cary Street Partners Financial LLC 3.05% Add +7.2% 615,688 $108.8M
Corient Private Wealth LP 0.14% Add +10.9% 610,314 $107.9M
Midland Wealth Advisors, LLC 5.84% Add +3.2% 597,797 $105.7M
Mercer Global Advisors Inc. 0.23% Reduce -10.3% 592,046 $104.6M
Wealthspire Advisors, LLC 0.58% Reduce -10.0% 583,066 $103.1M
BOK Financial Private Wealth, Inc. 6.86% Add +0.5% 578,839 $102.9M
Simon Quick Advisors, LLC 5.20% Add +1.8% 580,808 $102.7M
Cwm, LLC 0.36% Add +0.6% 575,149 $101.7M
National Bank of Canada 0.11% Reduce -6.3% 571,813 $101.1M
Balentine LLC 3.93% Reduce -13.8% 570,898 $100.9M
Efficient Advisors, LLC 5.99% Add +5.1% 568,797 $100.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.89% No change 559,949 $99.0M
Cornerstone Management, Inc. 16.84% Add +1.5% 547,969 $96.8M
Bleakley Financial Group, LLC 2.46% Add +4.0% 547,395 $96.7M
Invictus Private Wealth, LLC 6.50% Add +4.3% 537,005 $94.9M
Bank of Hawaii 5.00% Add +2.8% 536,149 $94.8M
Orion Porfolio Solutions, LLC 0.80% Add +5.3% 529,325 $93.6M
Financial Synergies Wealth Advisors, Inc. 9.85% Add +1.1% 511,708 $90.4M
RMR Wealth Builders 8.14% Add +5.9% 503,771 $89.5M
Natixis Advisors, LLC 0.14% Add +12.0% 484,018 $85.5M
Trust Co of Tennessee 19.67% Reduce -0.1% 477,599 $84.4M
Accredited Investors Inc. 4.95% Add +6.2% 473,269 $83.6M
Nadler Financial Group, Inc. 8.41% Add +1.5% 464,852 $82.2M
CreativeOne Wealth, LLC 2.14% Add +0.1% 462,205 $81.7M
Relyea Zuckerberg Hanson LLC 9.49% Add +0.2% 458,404 $81.0M
Pathway Financial Advisors LLC 11.07% Add +27.5% 428,204 $75.7M
Summit Financial, LLC 1.71% Reduce -2.7% 425,301 $75.6M
Pasadena Private Wealth, LLC 12.80% Add +8.2% 422,697 $74.7M
Rodgers & Associates, LTD 8.00% Add +3.4% 412,041 $72.8M
Atria Investments, Inc 0.86% Reduce -1.6% 411,778 $72.8M
Strategic Blueprint, LLC 3.51% Add +1.6% 404,001 $71.4M
Vanguard Group Inc. 0.00% Add +5.0% 398,926 $70.5M
Stephens Inc. 0.96% Add +4.9% 394,685 $69.8M
Clark Asset Management, LLC 9.44% Add +11.0% 391,987 $69.3M
Manufacturers Life Insurance Company, The 0.06% Reduce -26.2% 387,326 $68.5M
&partners 0.52% Add +9.0% 383,655 $67.9M
Unison Advisors LLC 7.58% Add +0.1% 381,746 $67.7M
Bank of Montreal 0.03% Add +190.4% 382,733 $67.6M
Evoke Wealth, LLC 1.57% Reduce -0.6% 377,494 $67.1M
Kestra Private Wealth Services, LLC 0.96% Add +0.2% 378,676 $66.9M
Allworth Financial LP 0.31% Add +21.9% 367,855 $65.0M
CSM Advisors, LLC 1.89% Reduce -49.3% 366,983 $64.9M
Signaturefd, LLC 1.10% Add +8.3% 363,735 $64.3M
Presilium Private Wealth, LLC 13.11% Add +8.2% 362,406 $64.1M
Sage Financial Group Inc. 4.68% Add +1.2% 358,853 $63.4M
Janney Montgomery Scott LLC 0.17% Add +19.5% 358,585 $63.4M
Japan Science & Technology Agency 1.00% No change 357,328 $63.2M
Exencial Wealth Advisors, LLC 2.21% Reduce -0.8% 355,503 $62.8M
Arax Advisory Partners 2.88% Add +1.1% 276,615 $62.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.40% Add +19.6% 349,987 $61.9M
Condor Capital Management 5.34% Add +0.6% 348,650 $61.6M
BIP Wealth, LLC 3.77% Add +2.0% 345,803 $61.1M
Gleason Group, Inc. 6.56% Add +43.5% 342,437 $60.5M
Steward Partners Investment Advisory, LLC 0.47% Reduce -10.2% 340,451 $60.2M
Equitable Trust Co. 2.94% Reduce -12.8% 333,977 $59.0M
BlackRock, Inc. 0.00% Reduce -33.9% 326,540 $57.7M
EverSource Wealth Advisors, LLC 2.60% Add +4.4% 325,725 $57.6M
Bessemer Group Inc. 0.09% Add +8.0% 325,614 $57.5M
Koshinski Asset Management, Inc. 4.27% Add +0.7% 319,812 $56.5M
Total Wealth Planning, LLC 7.08% Add +4.1% 317,036 $56.0M
Trust Co 6.25% Reduce -9.0% 313,560 $55.4M
Capitolis Liquid Global Markets LLC 0.40% New 310,100 $54.8M
Hirtle & Co., LLC 2.32% Reduce -1.8% 309,911 $54.8M
Grey Fox Wealth Advisors, LLC 13.02% Add +3.9% 307,431 $54.6M
Advisors Capital Management, LLC 0.76% Add +15.8% 309,076 $54.6M
Blue Edge Capital, LLC 8.08% Reduce -0.7% 307,452 $54.3M
Hennion & Walsh Asset Management, Inc. 2.19% Add +2.1% 306,223 $54.1M
Signature Estate & Investment Advisors LLC 1.25% Add +0.9% 306,056 $54.1M
VestGen Advisors, LLC 2.15% Add +0.5% 305,534 $54.0M
OLIO Financial Planning 16.89% Add +4.3% 303,068 $53.6M
Lido Advisors, LLC 0.28% Add +43.7% 302,044 $53.4M
M&T Bank Corp 0.18% Add +1.5% 301,395 $53.3M
Partners in Financial Planning 9.80% Reduce -1.2% 300,550 $53.1M
Trustmark Bank Trust Department 3.65% Add +2.8% 299,061 $52.9M
Foster Victor Wealth Advisors, LLC 3.56% Reduce -0.1% 294,840 $52.6M
Fifth Third Bancorp 0.18% Reduce -2.4% 290,480 $51.3M
Concurrent Investment Advisors, LLC 0.97% Add +13.8% 283,413 $50.1M
49 Wealth Management, LLC 5.29% Add +17.5% 281,312 $49.7M
CW Advisors, LLC 0.47% Add +30.8% 274,500 $48.5M
Bishop & Co Investment Management, LLC 17.35% Reduce -1.6% 273,240 $48.3M
Angeles Wealth Management, LLC 3.25% Add +46.5% 268,039 $47.4M
Oxford Financial Group, LTD. LLC 2.81% Reduce -1.3% 267,469 $47.3M
DAVENPORT & Co LLC 0.26% Add +5.9% 265,372 $46.9M
Affinity Capital Advisors, LLC 8.03% Add +2.2% 264,247 $46.7M
Baron Silver Stevens Financial Advisors, LLC 7.42% Reduce -2.6% 262,303 $46.4M
NewEdge Wealth, LLC 0.72% Reduce -5.3% 260,596 $46.1M
Crane Advisory, LLC 7.51% Reduce -1.4% 254,185 $45.3M
Financial Engines Advisors L.L.C. 0.09% Add +38.2% 255,944 $45.2M
Chaney Capital Management, Inc. 17.68% Add +2.0% 254,993 $45.1M
Warwick Investment Management, Inc. 8.70% Add +1.3% 253,652 $44.8M
Waverly Advisors, LLC 0.49% Reduce -0.4% 253,530 $44.8M
Oarsman Capital, Inc. 7.02% Add +6.5% 253,213 $44.8M
McIlrath & Eck, LLC 5.10% Add +6.9% 252,839 $44.7M
MCF Advisors LLC 2.92% Add +576.5% 249,074 $44.2M
Baltimore-Washington Financial Advisors, Inc. 2.04% Reduce -3.7% 247,946 $43.8M
Franklin Resources Inc. 0.01% Reduce -0.1% 245,680 $43.4M
Cresset Asset Management, LLC 0.22% Reduce -15.4% 241,252 $42.9M
Old Mission Investment Co LLC 11.68% Add +2.8% 241,091 $42.6M
MAI Capital Management 0.29% Reduce -16.3% 240,118 $42.4M
Lake Street Private Wealth, LLC 6.02% Add +5.4% 238,302 $42.1M
Strategic Investment Advisors / MI 4.07% Add +0.4% 237,143 $41.9M
Truefg, LLC 12.41% Add +2.4% 236,286 $41.8M
TL Private Wealth 17.16% Add +2.0% 231,920 $41.3M
Mgo One Seven LLC 1.33% Add +1.8% 233,255 $41.2M
Cahill Financial Advisors Inc. 5.01% Add +3.7% 228,422 $40.4M
Creative Financial Designs Inc. 2.88% Add +23.2% 226,274 $40.0M
Federation des caisses Desjardins du Quebec 0.17% Add +2.7% 222,656 $39.4M
Penserra Capital Management LLC 0.55% Add +1.9% 222,603 $39.3M
Oak Hill Wealth Advisors, LLC 8.10% Add +6.8% 219,395 $39.1M
Comerica Bank 0.15% Reduce -0.3% 219,008 $38.7M
PrairieView Partners, LLC 3.73% Add +4.5% 218,223 $38.6M
Financial Advisory Corp 5.88% Reduce -0.0% 216,961 $38.3M
Noble Family Wealth, LLC 9.31% Add +6.0% 215,675 $38.1M
Integrity Alliance, Llc. 2.02% Reduce -37.9% 208,749 $36.9M
J.W. Cole Advisors, Inc. 0.78% Add +120.0% 207,886 $36.7M
Mesirow Financial Investment Management, Inc. 0.71% Add +4.4% 207,260 $36.6M
Savant Capital, LLC 0.26% Add +21.6% 207,145 $36.6M
Glenmede Investment Management, LP 0.18% — 206,437 $36.5M
Rise Advisors, LLC 14.46% Add +4.1% 206,101 $36.4M
HUB Investment Partners, LLC 1.27% Add +8.7% 205,754 $36.4M
Stephens Consulting, LLC 8.66% Add +0.7% 205,405 $36.3M
Avior Wealth Management, LLC 1.25% Reduce -0.2% 203,980 $36.1M
Golden Road Advisors LLC 23.94% Add +4.7% 203,699 $36.0M
Mainsail Asset Management, LLC 21.96% Add +1.6% 200,977 $35.5M
Legacies Wealth LLC 23.32% Reduce -8.2% 198,689 $35.1M
First American Trust, FSB 2.80% Add +8.9% 198,146 $35.0M
Sepio Capital, LP 2.48% Reduce -0.7% 197,244 $34.9M
Wealth Alliance Advisory Group, LLC 6.61% Add +3.3% 196,462 $34.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.25% Add +3.1% 194,888 $34.4M
Apella Capital, LLC 0.92% Reduce -3.2% 189,993 $33.9M
Sigma Investment Counselors Inc. 1.86% Add +8.3% 191,052 $33.8M
Forte Capital LLC 3.63% Reduce -3.5% 190,992 $33.8M
TD Private Client Wealth LLC 0.83% Add +3.4% 190,457 $33.7M
Financial Advisors Network, Inc. 5.07% Add +7.6% 190,127 $33.6M
Jacobsen Capital Management 12.09% Add +1.8% 185,795 $32.8M
FLC Capital Advisors 6.72% Add +2.7% 183,799 $32.5M
Nwam LLC 1.88% Add +1.2% 183,165 $32.4M
Brown Advisory Inc. 0.04% Add +7.3% 182,517 $32.3M
Trustees of Dartmouth College 9.03% Reduce -24.9% 182,250 $32.2M
Brown Wealth Management, LLC 9.93% Add +0.2% 180,929 $32.0M
Mosaic Family Wealth Partners, LLC 4.07% Add +8.1% 180,414 $31.9M
Evergreen Capital Management LLC 0.95% Add +20.7% 178,096 $31.6M
Cornerstone Wealth Advisors, Inc. 8.15% Reduce -5.5% 178,341 $31.5M
Northern Trust Corp. 0.00% Add +10.0% 177,370 $31.3M
O'Dell Group, LLC 7.78% Reduce -3.9% 176,481 $31.2M
Freedom Investment Management, Inc. 2.49% Reduce -24.9% 176,275 $31.2M
Sageworth Trust Co 1.70% Reduce -0.4% 173,602 $30.7M
Segall Bryant & Hamill, LLC 0.43% Reduce -2.3% 173,506 $30.7M
FWG Holdings, LLC 14.35% Reduce -0.7% 172,256 $30.5M
Hiley Hunt Wealth Management 15.33% Add +0.8% 170,286 $30.3M
Marino, Stram & Associates LLC 6.11% Add +2.9% 171,444 $30.3M
Fee-Only Financial Planning, L.C. 18.70% Add +0.5% 170,888 $30.2M
Regatta Capital Group, LLC 5.18% Add +4.0% 170,695 $30.2M
Cambridge Capital Management, LLC 15.99% Add +3.4% 168,617 $29.8M
Modern Wealth Management, LLC 0.73% Add +3535.1% 166,815 $29.5M
Obsidian Cio, LLC 4.28% Reduce -2.5% 166,651 $29.5M
Arbor Wealth Advisors LLC 23.89% No change 166,578 $29.4M
Advisory Services Network, LLC 0.47% Add +4.8% 166,107 $29.4M
Kaydan Wealth Management, Inc. 9.63% Reduce -0.1% 166,346 $29.4M
Goldstone Financial Group, LLC 3.85% Add +7.5% 162,490 $29.2M
MA Private Wealth 5.22% Add +519.9% 164,984 $29.2M
Hilltop Partners LLC 8.69% Add +52.8% 162,619 $28.7M
Warner Financial, Inc. 11.82% Add +0.1% 162,101 $28.6M
Studio Investment Management LLC 5.71% Reduce -1.1% 160,148 $28.5M
Kaye Capital Management 10.94% Reduce -6.8% 160,954 $28.4M
Acorn Creek Capital LLC 11.66% Add +4.8% 158,943 $28.1M
Wealthspire Retirement, LLC 1.82% Add +114.7% 155,835 $27.5M
Allen Wealth Management, LLC 19.25% Add +0.4% 155,752 $27.5M
Bragg Financial Advisors, Inc 0.97% Add +0.8% 154,278 $27.3M
Greenup Street Wealth Management LLC 4.74% Add +11.1% 154,244 $27.3M
Bare Financial Services, Inc 9.15% Add +9.5% 153,422 $27.1M
Wealth Architects, LLC 2.75% Add +5.7% 153,092 $27.1M
Towerpoint Wealth, LLC 11.87% Add +2.9% 151,517 $26.8M
Integrated Wealth Concepts LLC 0.26% Reduce -1.8% 149,133 $26.4M
Chan Zuckerberg Initiative, LLC 33.67% Reduce -64.4% 147,963 $26.2M
Waterford Advisors, LLC 9.44% Reduce -97.4% 3,709 $25.6M
Prospera Financial Services Inc 0.47% Reduce -5.0% 143,147 $25.3M
Courier Capital LLC 1.54% Add +1.5% 143,156 $25.3M
Great Valley Advisor Group, Inc. 0.56% Reduce -4.9% 142,784 $25.2M
B. Riley Wealth Advisors, Inc. 1.22% Reduce -30.3% 142,417 $25.2M
Capital Wealth Management, LLC 9.23% Add +1.8% 139,977 $24.7M
Smith & Howard Wealth Management, LLC 6.27% Add +8.5% 139,893 $24.7M
Market Street Wealth Management Advisors LLC 4.02% Add +0.6% 139,552 $24.7M
AAF Wealth Management, LLC 11.22% Add +3.5% 139,387 $24.6M
TD Capital Management LLC 2.31% Reduce -0.2% 138,701 $24.5M
Lebenthal Global Advisors, LLC 4.56% Add +11.2% 138,204 $24.4M
Mitchell McLeod Pugh & Williams Inc. 4.55% Add +11.0% 138,125 $24.4M
Financial Management Professionals, Inc. 2.74% Add +0.8% 137,178 $24.4M
Retirement Planning Group, LLC 1.03% Reduce -0.0% 137,517 $24.3M
First PREMIER Bank 5.83% Add +1.8% 136,306 $24.1M
Rochester Wealth Strategies, LLC 17.21% Add +10.5% 135,787 $24.0M
Copperwynd Financial, LLC 5.97% Add +5.5% 135,480 $23.9M
Principal Securities, Inc. 0.45% Reduce -6.1% 135,372 $23.9M
Quest Investment Management LLC 2.63% Add +1.1% 135,105 $23.9M
Robertson Stephens Wealth Management, LLC 0.83% Add +0.8% 134,073 $23.8M
Parallel Advisors, LLC 0.48% Add +0.5% 134,793 $23.8M
Certified Advisory Corp 2.46% Add +1.6% 133,692 $23.6M
Compass Planning Associates Inc 21.69% Add +0.5% 133,681 $23.6M
Parker Financial LLC 10.19% Add +2.0% 133,424 $23.6M
Frisch Financial Group, Inc. 5.76% Add +16.0% 132,453 $23.5M
Wealthspan Partners, LLC 9.69% Reduce -0.5% 132,111 $23.3M
Arcadia Wealth Management, LLC 10.20% Add +10.4% 131,989 $23.3M
First Horizon Advisors, Inc. 0.60% Add +8.0% 131,360 $23.2M
Compound Planning, Inc. 0.88% Reduce -4.1% 130,998 $23.2M
25 LLC 8.50% Add +2.9% 130,891 $23.1M
Fifth Third Securities, Inc. 1.74% Add +3.1% 130,752 $23.1M
Park Avenue Securities LLC 0.21% Add +9.5% 130,635 $23.1M
Mutual Advisors, LLC 0.57% Add +1.1% 126,242 $22.8M
Savvy Advisors, Inc. 1.51% Add +18.9% 128,067 $22.6M
Dynamic Advisor Solutions LLC 0.70% Add +8.9% 127,535 $22.5M
Veery Capital, LLC 7.73% Add +4.7% 127,130 $22.5M
Atria Wealth Solutions, Inc. 0.51% Reduce -73.3% 125,979 $22.4M
Global Retirement Partners, LLC 0.56% — 126,731 $22.4M
Evolution Advisers, Inc. 10.98% Reduce -4.9% 126,023 $22.4M
Gotham Asset Management 0.13% Add +33.3% 126,635 $22.4M
Impact Partnership Wealth, LLC 4.12% Add +11.5% 126,519 $22.4M
Stratos Wealth Partners, LTD. 0.30% Add +13.1% 124,364 $22.0M
SouthState Bank Corp 0.96% Reduce -19.0% 123,819 $21.9M
SOL Capital Management CO 2.12% Add +16.6% 123,734 $21.9M
Chicago Partners Investment Group LLC 0.63% Reduce -0.1% 120,897 $21.8M
Oak Root LLC 2.68% Add +41.6% 122,588 $21.7M
Wealthcare Advisory Partners LLC 0.49% Reduce -10.5% 121,912 $21.5M
Shore Point Advisors, LLC 10.30% Add +2.2% 121,396 $21.5M
Meridian Wealth Management, LLC 0.91% Add +3.2% 120,783 $21.3M
White Lighthouse Investment Management Inc. 3.44% Add +7.3% 119,660 $21.1M
Droms Strauss Advisors Inc. /Mo/ 6.48% Reduce -1.8% 119,493 $21.1M
Spire Wealth Management 0.76% Reduce -1.5% 119,413 $21.1M
Fiduciary Financial Group, LLC 3.81% Add +457.4% 117,980 $21.1M
Russell Investments Group, Ltd. 0.03% Reduce -79.9% 119,054 $21.0M
Bokf, NA 0.34% Add +24.7% 119,033 $21.0M
Venture Visionary Partners LLC 0.79% Reduce -0.3% 118,740 $21.0M
Antonelli Financial Advisors, LLC 15.11% Add +15.0% 118,470 $20.9M
Schwallier Wealth Management LLC 12.76% Add +17.9% 118,106 $20.9M
Staley Capital Advisers Inc. 0.89% Add +0.7% 117,935 $20.8M
IFP Advisors, Inc 0.59% Add +100.2% 116,437 $20.6M
Valley Wealth Managers, Inc. 1.48% Reduce -2.2% 116,167 $20.5M
MTC Wealth Management LLC 9.77% Reduce -1.9% 115,037 $20.3M
Members Advisory Group LLC 7.60% Reduce -0.7% 114,431 $20.2M
Boyd Wealth Management, LLC 8.73% Add +34.5% 114,022 $20.2M
Heartwood Wealth Advisors LLC 2.07% Reduce -1.1% 112,234 $19.8M
RFG Advisory, LLC 0.47% Add +9.0% 112,032 $19.8M
Firestone Capital Management 4.62% Reduce -0.8% 110,976 $19.6M
Prism Advisors, Inc. 5.54% Reduce -13.3% 110,071 $19.5M
Graham Capital Management, L.P. 0.59% New 110,000 $19.4M
Bison Wealth, LLC 1.53% Add +24.4% 109,590 $19.4M
Sovereign Financial Group, Inc. 3.99% Add +2.4% 109,505 $19.4M
Compton Wealth Advisory Group, LLC 4.88% Add +2.3% 109,141 $19.3M
Nabity-Jensen Investment Management Inc 14.19% Reduce -1.3% 108,832 $19.2M
Lokken Investment Group LLC 7.40% Add +0.4% 108,645 $19.2M
CX Institutional 0.67% Add +28.1% 108,088 $19.1M
Legacy Edge Advisors, LLC 2.49% Add +11.0% 105,700 $18.7M
R. W. Roge & Company, Inc. 10.60% Reduce -7.0% 105,654 $18.7M
Janus Henderson Group PLC 0.01% Reduce -1.5% 105,547 $18.7M
Beacon Financial Strategies CORP 11.65% Add +2.3% 104,890 $18.5M
Valley National Advisers Inc. 3.02% Add +9.1% 104,785 $18.5M
EdgeRock Capital LLC 5.85% New 104,442 $18.5M
Tenret Co LLC 10.07% Reduce -6.9% 104,472 $18.5M
Aspiriant, LLC 0.58% Add +18.4% 104,063 $18.4M
Elite Financial, Inc. 9.03% Add +3.6% 103,564 $18.3M
Composition Wealth, LLC 0.31% Add +5.8% 102,885 $18.2M
Aspire Private Capital, LLC 4.22% Add +2.8% 102,781 $18.2M
Forvis Mazars Wealth Advisors, LLC 0.39% Reduce -11.2% 102,348 $18.1M
Marshall Financial Group Inc. 5.41% Reduce -3.8% 102,185 $18.1M
Capital Investment Advisory Services, LLC 1.47% Add +1.8% 101,301 $17.9M
Sightline Wealth Advisors, LLC 8.64% Add +2.8% 101,255 $17.9M
Campbell Deegan Wealth Management, LLC 17.60% Add +3.0% 101,146 $17.9M
Dakota Wealth Management 0.37% Reduce -39.3% 100,702 $17.8M
Falcon Wealth Planning 1.80% Reduce -2.3% 100,641 $17.8M
Aspen Wealth Strategies, LLC 10.69% Add +1.4% 100,364 $17.7M
Matrix Private Capital Group LLC 10.42% Reduce -0.6% 99,775 $17.7M
Bell Investment Advisors, Inc 3.05% Add +3.5% 100,213 $17.7M
BlueStem Wealth Partners, LLC 2.16% Add +23.9% 99,699 $17.6M
NBT Bank, N.A. 1.20% Add +1.8% 99,151 $17.5M
REAP Financial Group, LLC 4.11% Add +24.3% 99,015 $17.5M
Valence8 US LP 7.33% Reduce -13.5% 98,569 $17.4M
Cresta Advisors, Ltd. 8.42% Add +4.7% 97,747 $17.3M
Cherry Tree Wealth Management, LLC 3.99% Reduce -1.4% 97,089 $17.2M
Focus Partners Advisor Solutions, LLC 0.23% Reduce -4.0% 96,736 $17.1M
Hartmann Taylor Wealth Management, LLC 14.14% Add +8.3% 96,083 $17.0M
Hemington Wealth Management 2.46% Add +0.0% 96,041 $17.0M
Associated Banc-Corp 0.48% Add +0.1% 95,956 $17.0M
Perkins Coie Trust Co 2.88% Add +9.6% 95,524 $16.9M
Visionary Wealth Advisors 0.86% Add +26.7% 95,169 $16.8M
Topel & Distasi Wealth Management, LLC 8.76% Reduce -11.1% 94,583 $16.7M
Advantage Trust Co 8.20% Add +2.9% 94,131 $16.6M
Benchmark Wealth Management, LLC 7.30% Reduce -2.8% 92,968 $16.4M
Pure Financial Advisors, LLC 0.29% Add +3.2% 92,744 $16.4M
CJM Wealth Advisers, Ltd. 5.43% Add +1.3% 92,308 $16.3M
Clayton Financial Group LLC 19.38% Reduce -42.6% 92,228 $16.3M
TBH Global Asset Management, LLC 3.48% Reduce -15.1% 76,621 $16.3M
Stone Summit Wealth LLC 5.00% Reduce -0.8% 91,311 $16.1M
Gemmer Asset Management LLC 1.42% Add +3.2% 90,785 $16.0M
Global Strategic Investment Solutions, LLC 1.71% Reduce -1.0% 90,507 $16.0M
Systelligence, LLC 2.95% Add +13.3% 90,234 $15.9M
LaSalle St. Investment Advisors, LLC 4.28% Add +12.9% 88,333 $15.6M
First United Bank & Trust 5.42% Add +9.3% 88,023 $15.6M
Robinswood Financial LLC 5.48% Reduce -1.6% 87,685 $15.5M
One Charles Private Wealth Services, LLC 4.34% Add +2.9% 87,509 $15.5M
QRG Capital Management, Inc. 0.13% Add +24.4% 87,234 $15.4M
Ashton Thomas Private Wealth, LLC 0.54% Add +6.0% 85,609 $15.2M
AE Wealth Management LLC 0.11% Add +4.5% 85,757 $15.2M
Novem Group 1.92% Add +3.1% 85,444 $15.1M
Bay Harbor Wealth Management, LLC 4.37% Reduce -0.5% 84,778 $15.1M
Souders Financial Advisors 1.89% Add +12.3% 83,891 $14.8M
Whitegate Investment Counselors, Inc. 5.02% Add +3.8% 83,612 $14.8M
Tortoise Investment Management, LLC 1.40% Add +4.3% 83,336 $14.7M
Breakwater Capital Group 2.39% Add +1.6% 82,971 $14.7M
First National Bank of Omaha 0.95% Reduce -1.1% 82,733 $14.6M
Lutz Financial Services LLC 1.13% Add +45.6% 82,234 $14.5M
Rinkey Investments 4.36% Reduce -9.4% 82,019 $14.5M
Ellis Investment Partners, LLC 2.81% Reduce -3.7% 81,763 $14.5M
Obsidian Personal Planning Solutions LLC 5.84% Add +1.6% 81,641 $14.4M
Steele Capital Management, Inc. 0.69% Add +6.8% 81,061 $14.4M
Essex Financial Services, Inc. 0.94% Add +0.2% 81,402 $14.4M
Arkadios Wealth Advisors 0.43% Reduce -11.4% 81,348 $14.4M
Cambridge Associates LLC /Ma/ 0.32% No change 81,110 $14.3M
Qube Research & Technologies Ltd 0.02% Add +60.5% 80,598 $14.2M
UMB Bank, n.a. 0.22% Reduce -0.4% 80,582 $14.2M
Geneos Wealth Management Inc. 0.35% Add +9.3% 80,195 $14.2M
Plum Street Advisors, LLC 6.25% Reduce -0.4% 80,160 $14.2M
Farther Finance Advisors, LLC 0.28% Add +2.9% 80,114 $14.2M
STAR Financial Bank 8.87% Add +10.2% 79,142 $14.0M
TKG Advisors, LLC 6.26% Add +0.9% 79,048 $14.0M
PCA Investment Advisory Services Inc. 5.88% Add +17.5% 78,948 $14.0M
Berger Financial Group, Inc 0.91% Add +0.0% 78,932 $14.0M
Harbour Investments, Inc. 0.35% Add +4.8% 78,686 $13.9M
Oppenheimer & Co. Inc. 0.18% Add +17.3% 78,647 $13.9M
SWP Financial LLC 7.61% Add +3.4% 78,409 $13.9M
Matauro, LLC 2.60% Add +0.3% 78,274 $13.8M
Consolidated Portfolio Review Corp 1.91% Add +1.8% 78,026 $13.8M
Gill Capital Partners, LLC 4.43% Add +2.0% 77,867 $13.8M
Wellspring Financial Advisors, LLC 1.22% Reduce -0.7% 911,306 $13.7M
Kathmere Capital Management, LLC 1.05% Add +5.9% 77,497 $13.7M
Beacon Financial Group 1.43% Add +25.2% 77,496 $13.7M
Bank Hapoalim BM 1.95% No change 79,000 $13.6M
Sapient Capital LLC 0.24% Add +48.4% 76,693 $13.6M
Diversified Portfolios, Inc. 1.30% Add +10.8% 76,990 $13.6M
Outlook Wealth Advisors, LLC 3.49% Add +2.5% 76,694 $13.6M
Wetzel Investment Advisors, Inc. 6.22% Add +103.5% 76,270 $13.6M
Emerald Advisors, LLC 1.73% Add +7.6% 76,498 $13.5M
Bruce G. Allen Investments, LLC 10.24% Add +5.7% 76,439 $13.5M
Bridgewealth Advisory Group, LLC 3.40% Add +271.3% 75,782 $13.4M
IFG Advisory, LLC 0.67% Reduce -0.7% 75,294 $13.3M
Financial Advisory Partners, LLC 4.17% Add +2.6% 75,008 $13.3M
Latigo Investments, LLC 6.82% No change 74,917 $13.2M
E&G Advisors, LLC 3.43% Reduce -0.2% 74,889 $13.2M
Mayfair Advisory Group, LLC 6.18% Add +13.1% 73,667 $13.1M
Clark Financial Services Group Inc. 8.05% Reduce -1.8% 74,122 $13.1M
Madden Advisory Services, Inc. 5.56% Reduce -0.1% 73,816 $13.0M
Christopher J. Hasenberg, Inc 4.84% Add +47724.7% 73,650 $13.0M
Affiance Financial, LLC 2.63% Add +12.3% 73,247 $12.9M
AJ Advisors, LLC 5.75% Add +4.2% 73,154 $12.9M
Ameritas Advisory Services, LLC 0.67% Reduce -19.0% 72,764 $12.9M
Greenhouse Wealth Management, LLC 8.28% Reduce -4.8% 72,748 $12.9M
Greenbush Financial Group, LLC 5.60% Add +7.6% 72,687 $12.8M
CGN Advisors LLC 1.14% Add +4.2% 72,328 $12.8M
Sowell Financial Services LLC 0.52% Reduce -1.8% 72,054 $12.7M
Wealthfront Advisers LLC 0.03% Add +20.7% 71,936 $12.7M
IHT Wealth Management, LLC 0.35% Add +38.9% 71,343 $12.6M
Moody National Bank Trust Division 1.14% Add +14.8% 70,378 $12.4M
CoreCap Advisors, LLC 0.50% Add +9.0% 70,040 $12.4M
Sigma Planning Corp 0.37% Reduce -6.9% 69,937 $12.4M
Maryland Capital Advisors Inc. 4.83% Add +10.8% 69,697 $12.3M
Weaver Capital Management LLC 3.02% Reduce -0.9% 69,507 $12.3M
Cercano Management LLC 0.35% No change 69,120 $12.2M
Perigon Wealth Management, LLC 0.28% Add +15.4% 68,728 $12.1M
Beacon Bridge Wealth Partners, LLC 4.81% Add +5.9% 68,608 $12.1M
5th Street Advisors, LLC 6.01% Reduce -2.8% 68,473 $12.1M
Valmark Advisers, Inc. 0.17% Add +3.6% 68,266 $12.1M
Prosperitas Financial LLC 5.67% Reduce -17.6% 68,223 $12.1M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -10.8% 68,050 $12.0M
Leeward Financial Partners, LLC 3.78% Reduce -15.5% 67,452 $11.9M
Archford Capital Strategies, LLC 1.52% Add +2.2% 67,209 $11.9M
Mayport, LLC 2.84% Add +19.7% 66,977 $11.8M
WealthShield Partners, LLC 1.43% Reduce -6.3% 66,900 $11.8M
Lodestar Private Asset Management LLC 1.36% Add +7.6% 66,765 $11.8M
Trust Co of the South 2.09% Add +74.7% 66,655 $11.8M
Americana Partners, LLC 0.40% Add +0.0% 66,149 $11.7M
Traveka Wealth, LLC 6.13% Reduce -2.6% 65,488 $11.6M
Refined Wealth Management 7.92% Add +1.3% 65,211 $11.5M
Cooksen Wealth, LLC 9.22% Add +17.6% 64,890 $11.5M
Ascent Group, LLC 0.45% Reduce -7.3% 64,735 $11.4M
Aire Advisors, LLC 2.22% Add +0.5% 64,714 $11.4M
Benjamin Edwards Inc. 0.14% Add +18.0% 64,140 $11.3M
Susquehanna International Group, LLP 0.02% Add +4.7% 64,113 $11.3M
Zhang Financial LLC 0.52% Add +7.3% 64,065 $11.3M
Commerce Bank 0.07% Add +2.8% 63,904 $11.3M
Elm Partners Management LLC 0.65% Reduce -33.2% 63,779 $11.3M
Black Diamond Financial, LLC 1.74% Add +15.3% 63,460 $11.2M
First Heartland Consultants, Inc. 1.00% Add +19.8% 63,403 $11.2M
Quantinno Capital Management LP 0.05% Add +49.3% 63,010 $11.1M
Hoge Financial Services, LLC 6.92% Add +9.7% 62,889 $11.1M
Sandbox Financial Partners, LLC 3.50% Add +0.4% 62,864 $11.1M
Watershed Private Wealth LLC 4.02% Add +20.8% 62,529 $11.1M
Five Pine Wealth Management 8.17% Add +3.9% 62,377 $11.0M
Gallagher Fiduciary Advisors, LLC 0.43% Reduce -18.8% 62,196 $11.0M
Collective Family Office LLC 2.82% Reduce -6.7% 62,058 $11.0M
HB Wealth Management, LLC 0.09% Add +15.8% 62,049 $11.0M
Titleist Asset Management, LLC 1.09% Reduce -8.7% 61,996 $11.0M
Mokosak Advisory Group, LLC 3.09% Reduce -1.0% 61,812 $10.9M
Red Wave Investments LLC 3.59% Reduce -1.9% 61,685 $10.9M
Sterling Investment Advisors LLC 5.63% Add +362.0% 267,698 $10.8M
Safir Wealth Advisors, LLC 7.92% Add +1.4% 61,087 $10.8M
Quotient Wealth Partners, LLC 0.32% Reduce -2.2% 60,701 $10.7M
Apollon Wealth Management, LLC 0.21% Add +19.7% 60,546 $10.7M
Ieq Capital, LLC 0.07% Reduce -35.1% 60,510 $10.7M
Keystone Financial Group 0.97% Reduce -1.0% 60,305 $10.7M
Manuka Financial, LLC 5.79% Reduce -2.1% 60,082 $10.6M
Von Berge Wealth Management Group, LLC 5.95% Add +1.4% 59,217 $10.6M
Payne Capital Management, LLC 4.08% Add +3.6% 59,925 $10.6M
Cranbrook Wealth Management, LLC 2.24% Add +8.2% 59,324 $10.5M
American Investment Services, Inc. 2.67% Reduce -4.6% 59,221 $10.5M
Wilmington Savings Fund Society, FSB 0.19% Add +18.3% 59,058 $10.4M
Capital Analysts, LLC 0.35% Add +2.6% 59,049 $10.4M
G&S Capital LLC 4.13% Reduce -0.9% 58,983 $10.4M
Axxcess Wealth Management, LLC 0.25% Add +184.7% 58,963 $10.4M
Hurley Capital, LLC 7.26% Add +9.2% 58,574 $10.4M
Wedbush Securities Inc. 0.36% Add +1.1% 58,467 $10.3M
Inlight Wealth Management, LLC 5.35% Add +9.6% 58,455 $10.3M
Snowden Capital Advisors LLC 0.31% Add +0.8% 58,028 $10.3M
HTG Investment Advisors, Inc. 3.82% Add +5.9% 58,088 $10.3M
Abacus Planning Group, Inc. 1.53% Add +75.8% 58,072 $10.3M
Keeler & Nadler Financial Planning & Wealth Management 4.09% Add +3.9% 57,882 $10.2M
BTC Capital Management, Inc. 0.83% Reduce -2.2% 57,757 $10.2M
OneDigital Investment Advisors LLC 0.11% Reduce -4.7% 57,025 $10.1M
Werba Rubin Papier Wealth Management 1.89% Add +8.4% 56,841 $10.0M
CENTRAL TRUST Co 0.23% Add +5.2% 56,817 $10.0M
Integrity Wealth Solutions LLC 4.87% Reduce -2.6% 56,464 $10.0M
Lanham O'Dell & Company, Inc. 4.21% New 56,421 $10.0M
Northeast Financial Consultants Inc 0.41% Reduce -4.1% 56,130 $9.9M
CWS Financial Advisors, LLC 2.88% Reduce -1.1% 56,057 $9.9M
Ellevest, Inc. 1.58% Reduce -82.0% 56,001 $9.9M
Cornerstone Wealth Management, LLC 0.60% Add +0.0% 55,843 $9.9M
Dynamic Wealth Strategies, LLC 7.11% Reduce -14.6% 55,837 $9.9M
Flagship Wealth Advisors, LLC 3.72% Add +11.0% 55,792 $9.9M
Manchester Capital Management LLC 1.29% Reduce -34.4% 55,616 $9.8M
Connecticut Wealth Management, LLC 0.47% Add +8.9% 55,362 $9.8M
Breed's Hill Capital LLC 4.64% Reduce -2.4% 54,485 $9.6M
AQR Capital Management 0.01% Add +1.8% 54,336 $9.6M
Watts Gwilliam & Co., LLC 1.57% Add +0.9% 51,466 $9.6M
Harbor Investment Advisory, LLC 0.85% Add +22.9% 54,105 $9.6M
Raab & Moskowitz Asset Management LLC 2.28% Reduce -3.5% 54,044 $9.6M
First National Bank Sioux Falls 3.48% Add +4.7% 53,716 $9.5M
Prestige Wealth Management Group LLC 1.93% Add +5.2% 53,247 $9.5M
Main Line Retirement Advisors, LLC 5.36% Add +10.5% 53,201 $9.4M
Gunma Bank,Ltd. 3.06% No change 53,000 $9.4M
BLB&B Advisors, LLC 0.44% Reduce -0.7% 52,897 $9.3M
Northstar Group, Inc. 1.51% Add +0.1% 52,837 $9.3M
Per Stirling Capital Management, LLC. 1.21% Add +10.7% 52,636 $9.3M
NorthLanding Financial Partners, LLC 8.23% Add +12.0% 52,580 $9.3M
Weinberger Asset Management, Inc 3.58% Add +5.7% 52,412 $9.3M
Grove Bank & Trust 1.15% Reduce -22.2% 52,277 $9.2M
Performance Wealth Partners, LLC 0.29% Add +16.9% 51,326 $9.1M
Nations Financial Group Inc, /Ia/ 0.62% Reduce -0.3% 51,109 $9.0M
Alliance Wealth Advisors, LLC 4.91% Add +6.2% 51,008 $9.0M
Focus Financial Network, Inc. 0.36% Add +12.4% 50,662 $9.0M
Cyndeo Wealth Partners, LLC 0.53% Reduce -0.1% 50,853 $9.0M
Ausdal Financial Partners, Inc. 0.60% Add +9.0% 50,759 $9.0M
St. Louis Trust Co 1.19% Add +8.6% 50,729 $9.0M
Pinnacle Associates Ltd. 0.13% Reduce -2.1% 50,705 $9.0M
Family Manage LLC 1.36% Reduce -2.8% 50,698 $9.0M
Riversedge Advisors, LLC 1.73% Add +47.0% 50,160 $8.9M
Kingswood Wealth Advisors, LLC 0.70% Add +18.0% 50,049 $8.8M
Symmetry Partners, LLC 1.08% Reduce -17.7% 49,789 $8.8M
Atmos Advisory, LLC 5.59% Add +1.5% 49,606 $8.8M
FF Advisors,LLC 4.48% Add +2.1% 48,861 $8.6M
Drucker Wealth 3.0, LLC 1.66% Reduce -0.5% 48,299 $8.6M
Kingsview Wealth Management, LLC 0.15% Reduce -2.5% 48,705 $8.6M
Cora Capital Advisors LLC 3.83% Add +0.1% 48,694 $8.6M
JMG Financial Group, Ltd. 0.26% Reduce -0.7% 48,663 $8.6M
Hohimer Wealth Management, LLC 1.54% Add +6.6% 48,499 $8.6M
Cerro Pacific Wealth Advisors LLC 2.38% Add +18.4% 48,457 $8.6M
Planning Alternatives Ltd. 1.19% Reduce -3.2% 48,287 $8.5M
Nicolet Advisory Services, LLC 0.72% Add +4.3% 48,374 $8.5M
Magnolia Capital Advisors LLC 2.13% Reduce -5.3% 47,959 $8.5M
Lansing Street Advisors 2.52% Add +3.8% 47,571 $8.5M
Interchange Capital Partners, LLC 1.94% Reduce -1.3% 47,576 $8.4M
TPG Financial Advisors, LLC 3.35% Reduce -2.6% 47,335 $8.4M
Prairieview Wealth Partners, LLC 8.65% Add +2.4% 47,126 $8.3M
Guerra Advisors Inc 3.93% New 46,993 $8.3M
Eclectic Associates Inc. 1.80% Add +1.9% 46,928 $8.3M
Gladstone Institutional Advisory LLC 0.34% Add +1.5% 46,364 $8.2M
Duncan Williams Asset Management, LLC 2.58% Add +0.5% 46,237 $8.2M
Perennial Investment Advisors, LLC 0.78% Add +14.1% 45,648 $8.1M
Vivid Wealth Management, LLC 3.52% Reduce -10.5% 45,261 $8.0M
Founders Financial Securities LLC 0.61% Reduce -11.8% 45,205 $8.0M
VSM Wealth Advisory, LLC 2.63% Add +9.8% 45,076 $8.0M
Level Financial Advisors 2.48% Add +16.3% 45,014 $8.0M
Horizon Bancorp Inc. 4.00% Reduce -1.0% 44,969 $7.9M
Wealth Management Strategies, Inc. 4.26% Add +2.6% 44,873 $7.9M
Register Financial Advisors LLC 3.46% Add +1.1% 44,799 $7.9M
Olistico Wealth, LLC 4.37% Reduce -3.0% 44,559 $7.9M
First County Bank 4.23% Reduce -6.3% 44,462 $7.9M
Advisors Preferred, LLC 1.29% No change 43,800 $7.8M
KFA Private Wealth Group, LLC 2.41% Reduce -2.3% 44,047 $7.8M
Founders Grove Wealth Partners, LLC 1.95% Add +6.3% 43,889 $7.8M
Private Wealth Advisors, LLC 3.04% Reduce -2.9% 43,854 $7.8M
UNIVEST FINANCIAL Corp 0.46% Add +6.6% 43,832 $7.7M
Blue Trust, Inc. 0.09% Add +8.7% 43,704 $7.7M
Neuberger Berman Group LLC 0.01% Add +10.6% 43,691 $7.7M
Valpey Financial Services, LLC 5.32% — 43,548 $7.7M
Avestar Capital, LLC 0.56% Add +15.5% 43,408 $7.7M
Pathstone Holdings, LLC 0.03% Reduce -31.8% 43,480 $7.7M
Elevated Capital Advisors, LLC 2.15% No change 44,464 $7.7M
Spreng Capital Management, Inc. 3.26% Add +1.3% 43,408 $7.7M
O'shaughnessy Asset Management, LLC 0.05% Add +14.1% 43,395 $7.7M
Hardy Reed LLC 0.61% No change 43,231 $7.6M
GoalFusion Wealth Management, LLC 3.91% Reduce -0.5% 43,040 $7.6M
Paragon Capital Management Ltd 1.39% Add +3.4% 43,023 $7.6M
Mackenzie Financial Corp. 0.01% Add +13.0% 42,667 $7.5M
Avantax Planning Partners, Inc. 0.24% Reduce -3.2% 42,269 $7.5M
Florida Financial Advisors, LLC 1.81% Add +1.6% 42,170 $7.5M
Clear Creek Financial Management, LLC 0.70% Add +129.5% 41,811 $7.4M
Ballentine Partners, LLC 0.11% Add +34.4% 41,679 $7.4M
Asset Planning Corporation 3.89% Reduce -9.2% 41,360 $7.3M
Semmax Financial Advisors Inc. 1.87% Add +0.8% 40,814 $7.3M
Investment Advisory Group, LLC 2.18% Add +3.1% 40,808 $7.2M
Brighton Jones LLC 0.19% Reduce -5.4% 40,593 $7.2M
AlphaStar Capital Management, LLC 0.50% New 40,444 $7.1M
Cardiff Park Advisors, LLC 0.61% No change 40,179 $7.1M
Midwest Trust Co 0.10% — 39,974 $7.1M
Sharper & Granite LLC 2.68% Reduce -0.5% 39,499 $7.1M
Kovack Advisors, Inc. 0.69% Add +2.3% 39,615 $7.0M
Pine Valley Investments Ltd Liability Co 0.41% Reduce -0.1% 39,272 $7.0M
Greenberg Financial Group 2.61% Reduce -1.8% 31,902 $7.0M
Dravo Bay LLC 3.36% Add +1.8% 39,503 $7.0M
Willis Johnson & Associates, Inc. 0.47% Reduce -10.0% 39,302 $6.9M
Mustard Seed Financial, LLC 5.00% Add +2.8% 39,274 $6.9M
Ancora Advisors LLC 0.14% Add +0.1% 39,265 $6.9M
Ocean Park Asset Management, LLC 0.24% No change 39,800 $6.9M
Strategic Family Wealth Counselors, L.L.C. 1.96% Reduce -2.2% 38,842 $6.9M
One Capital Management, LLC 0.23% Add +19.4% 38,307 $6.8M
Uptick Partners, LLC 1.93% Add +4.2% 38,205 $6.8M
Signet Financial Management, LLC 0.85% Reduce -6.0% 38,074 $6.7M
Birnam Oak Advisors, LP 2.01% No change 38,000 $6.7M
Accel Wealth Management 2.23% Add +0.3% 37,809 $6.7M
Vantagepoint Investment Advisers LLC 0.67% Reduce -31.4% 37,720 $6.7M
Ackerman Capital Advisors, LLC 1.54% Reduce -3.0% 37,565 $6.6M
Valeo Financial Advisors, LLC 0.16% Add +12.1% 43,977 $6.6M
IPG Investment Advisors LLC 1.28% Reduce -0.2% 36,981 $6.6M
WBH Advisory Inc. 0.56% Reduce -2.9% 37,057 $6.5M
Frontier Asset Management, LLC 1.78% Reduce -4.5% 36,966 $6.5M
Family CFO Inc 3.24% Reduce -1.0% 36,556 $6.5M
Eagle Strategies LLC 0.98% Add +5.1% 36,529 $6.5M
Planwiser Financial, LLC 5.50% Add +10.2% 35,869 $6.4M
GenTrust, LLC 0.30% Reduce -17.5% 36,268 $6.4M
Marietta Wealth Management, LLC 0.84% Add +2.5% 36,395 $6.4M
Journey Beyond Wealth, LLC 5.40% Add +7.1% 36,219 $6.4M
Exchange Traded Concepts, LLC 0.08% New 36,016 $6.4M
Phillips Financial Management, LLC 0.46% Add +0.2% 35,961 $6.4M
McLean Asset Management Corp 1.67% Reduce -3.0% 35,545 $6.4M
Koss-Olinger Consulting, LLC 0.52% Reduce -4.5% 35,776 $6.3M
Financial Life Advisors 2.16% Reduce -2.2% 35,761 $6.3M
Flagship Harbor Advisors, LLC 0.30% Reduce -0.3% 35,717 $6.3M
SigFig Wealth Management, LLC 0.21% Add +2.6% 35,684 $6.3M
Dana Investment Advisors, Inc. 0.21% Add +590.3% 35,583 $6.3M
Avant Capital LLC 4.86% Add +1.9% 35,445 $6.3M
Factor Wealth Management LTD 1.71% Add +11.0% 35,384 $6.3M
Verdence Capital Advisors LLC 0.42% Add +0.5% 35,184 $6.2M
Grey Ledge Advisors, LLC 1.52% Reduce -1.6% 35,152 $6.2M
Richardson Financial Services Inc. 4.17% Add +25.8% 34,876 $6.2M
Martel Wealth Advisors LLC 1.13% Add +0.1% 34,540 $6.1M
Thrive Capital Management, LLC 1.91% New 34,519 $6.1M
Summit Trail Advisors, LLC 0.10% New 34,322 $6.1M
Osborne Partners Capital Management, LLC 0.32% Add +4.0% 34,425 $6.1M
Forbes Financial Planning, Inc. 4.11% Reduce -13.5% 34,424 $6.1M
Greystone Financial Group, LLC 1.00% Add +28.1% 34,408 $6.1M
Certus Wealth Management, LLC 3.91% Add +372.5% 34,360 $6.1M
TFR Capital, LLC. 2.20% Add +1.1% 34,326 $6.1M
Integrated Investment Consultants, LLC 1.18% Add +0.4% 34,026 $6.0M
Fortune 45 LLC 3.47% Reduce -1.4% 34,024 $6.0M
Midwestern Financial, LLC 5.64% — 34,022 $6.0M
Kilter Group LLC 3.17% New 34,010 $6.0M
Vicus Capital 0.50% Add +0.4% 33,841 $6.0M
StoneX Group Inc. 0.29% Reduce -2.8% 33,518 $5.9M
Texas Yale Capital Corp. 0.19% Add +5.9% 33,544 $5.9M
Beaumont Financial Advisors, LLC 0.42% Reduce -6.2% 33,183 $5.9M
Simmons Bank 0.42% Reduce -8.3% 33,112 $5.9M
Santori & Peters, Inc. 2.12% Add +1.0% 33,107 $5.9M
Chris Bulman Inc 3.32% Reduce -1.0% 32,932 $5.8M
McAdam, LLC 0.32% Add +96.9% 32,836 $5.8M
Strategic Investment Solutions, Inc. 1.76% Add +30.3% 32,838 $5.8M
Cutler Investment Counsel LLC 0.64% Reduce -1.9% 32,579 $5.8M
Transcend Capital Advisors, LLC 0.45% Reduce -49.2% 32,623 $5.8M
Agf Management Ltd. 0.03% Reduce -0.7% 32,585 $5.8M
U.S. Capital Wealth Advisors, LLC 0.17% Add +0.6% 32,572 $5.8M
Kelleher Financial Advisors 1.99% Add +14.1% 32,462 $5.7M
Insigneo Advisory Services, LLC 0.49% Reduce -8.6% 32,410 $5.7M
Alexander Labrunerie & Co., Inc. 2.37% Add +2.2% 32,396 $5.7M
Washington Trust Advisors, Inc. 0.46% Add +1.1% 32,382 $5.7M
Flagstar Securities, Inc. 1.58% Reduce -9.5% 32,194 $5.7M
Manning & Napier Advisors LLC 0.07% Reduce -34.1% 32,356 $5.7M
Bath Savings Trust Co 0.58% Reduce -0.0% 32,313 $5.7M
Atlas Capital Advisors Inc. 0.70% Reduce -15.7% 32,168 $5.7M
Aries Wealth Management 1.48% Reduce -2.4% 31,937 $5.6M
Painted Porch Advisors LLC 2.31% Add +4.3% 31,852 $5.6M
Security Financial Services, INC. 0.99% Reduce -0.8% 31,741 $5.6M
Idaho Trust Co 2.00% Add +4.7% 31,678 $5.6M
Wedmont Private Capital 0.24% Add +8.6% 31,405 $5.6M
Advyzon Investment Management, LLC 1.24% Reduce -18.4% 31,613 $5.6M
LPWM LLC 1.63% Add +4.4% 31,565 $5.6M
Capital Advisors, Ltd. LLC 0.69% Add +0.7% 31,510 $5.6M
Tsfg, LLC 1.01% Add +8.2% 31,455 $5.6M
Windward Private Wealth Management Inc. 2.00% Reduce -0.9% 31,429 $5.6M
Stevens Capital Partners 1.99% Add +1.9% 31,344 $5.5M
Wealthedge Investment Advisors, LLC 2.30% Reduce -9.2% 31,187 $5.5M
Laraway Financial Advisors Inc 4.16% Reduce -2.7% 31,063 $5.5M
Krilogy Financial LLC 0.31% Add +17.8% 30,937 $5.5M
Fiduciary Family Office, LLC 1.79% New 30,934 $5.5M
United Advisor Group, LLC 0.94% Add +48.3% 30,709 $5.4M
Gateway Wealth Partners, LLC 1.03% Add +5.2% 30,700 $5.4M
Intellectus Partners, LLC 1.17% Add +0.3% 30,511 $5.4M
Argent Trust Co 0.20% Add +0.4% 30,642 $5.4M
Beaumont Asset Management, L.L.C. 2.90% Reduce -1.6% 30,578 $5.4M
N.E.W. Advisory Services LLC 0.52% Reduce -14.3% 30,558 $5.4M
Angeles Investment Advisors, LLC 0.30% Reduce -76.9% 30,480 $5.4M
Blueprint Investment Partners LLC 0.95% Add +29.4% 30,417 $5.4M
Winthrop Capital Management, LLC 1.35% Reduce -7.3% 30,201 $5.3M
Yarger Wealth Strategies, LLC 2.78% Reduce -3.7% 30,057 $5.3M
LexAurum Advisors, LLC 0.84% Add +559.3% 29,951 $5.3M
Nikulski Financial, Inc. 1.44% Reduce -1.4% 29,846 $5.3M
Defined Wealth Management, LLC 3.25% Add +1.0% 29,767 $5.3M
Stratos Wealth Advisors, LLC 0.28% Reduce -6.5% 29,746 $5.3M
Sax Wealth Advisors, LLC 0.32% Reduce -6.0% 29,732 $5.3M
Clarity Capital Advisors, LLC 3.06% Reduce -0.4% 29,703 $5.2M
Orser Capital Management, LLC 3.74% Reduce -39.2% 29,688 $5.2M
Johnson Investment Counsel Inc. 0.05% Add +2.2% 29,664 $5.2M
Fiduciary Advisors, Inc. 4.61% Add +0.4% 29,645 $5.2M
ArchPoint Investors 1.54% No change 29,467 $5.2M
King Wealth Management Group 0.71% Add +39.4% 29,567 $5.2M
Trinity Financial Advisors LLC 1.60% Reduce -9.7% 29,358 $5.2M
Csenge Advisory Group 0.27% Reduce -2.1% 30,392 $5.2M
BCS Wealth Management 1.12% Add +5.7% 29,414 $5.2M
Bonfire Financial 4.24% Add +0.5% 29,056 $5.2M
Diversified Trust Co. 0.11% Add +3.9% 29,177 $5.2M
Empowered Funds, LLC 0.06% Add +7.1% 29,168 $5.2M
New York Life Investment Management LLC 0.05% New 28,995 $5.1M
TCI Wealth Advisors, Inc. 0.35% Add +597.1% 28,945 $5.1M
Oak Harvest Investment Services 0.64% Add +2.4% 28,855 $5.1M
Grandview Asset Management LLC 1.63% Add +0.2% 28,816 $5.1M
Stephen J. Garry & Associates, LLC 4.37% Reduce -7.0% 28,619 $5.1M
Well Done, LLC 0.95% Add +9.8% 28,560 $5.0M
Destination Wealth Management 0.15% Reduce -7.5% 28,489 $5.0M
Opus Capital Group, LLC 0.60% Reduce -0.2% 28,429 $5.0M
Belpointe Asset Management LLC 0.21% Add +4.3% 28,331 $5.0M
Long Island Wealth Management, Inc. 2.57% Add +1.2% 28,041 $5.0M
Coastal Bridge Advisors, LLC 0.41% Reduce -1.9% 27,973 $4.9M
Diversified Enterprises, LLC 0.37% Add +1.6% 27,960 $4.9M
Fund Evaluation Group, LLC 0.19% New 27,750 $4.9M
Ritholtz Wealth Management 0.11% Add +64.9% 27,743 $4.9M
RoundAngle Advisors LLC 4.09% Add +1.0% 27,739 $4.9M
Sound View Wealth Advisors Group, LLC 0.36% Reduce -2.3% 27,433 $4.8M
Kiley Juergens Wealth Management, LLC 1.11% Add +0.0% 27,318 $4.8M
Ami Investment Management Inc. 1.24% Add +8.0% 27,107 $4.8M
Red Tortoise LLC 2.33% Reduce -16.1% 27,049 $4.8M
Smartleaf Asset Management LLC 0.42% Add +23.0% 26,989 $4.8M
Prospect Financial Services LLC 2.97% Reduce -3.7% 26,936 $4.8M
HBK Sorce Advisory LLC 0.13% Add +304.5% 26,926 $4.8M
Montag A & Associates Inc. 0.23% Reduce -6.2% 26,747 $4.8M
Family Wealth Partners, LLC 1.87% Reduce -7.5% 26,418 $4.7M
Joel Isaacson & Co., LLC 0.19% Add +37.7% 26,399 $4.7M
LifePlan Investment Advisors, Inc. 2.31% Add +20.8% 26,300 $4.6M
Level Four Advisory Services, LLC 0.17% Add +83.5% 26,212 $4.6M
Compass Ion Advisors, LLC 0.50% Reduce -2.8% 26,083 $4.6M
Winthrop Advisory Group LLC 0.44% Add +209.5% 25,808 $4.6M
Private Wealth Asset Management, LLC 0.61% Reduce -4.2% 25,906 $4.6M
Debussy Capital Management LP 0.69% Add +14.6% 25,848 $4.6M
Money Concepts Capital Corp. 0.31% Add +68.9% 25,844 $4.6M
Arete Wealth Advisors, LLC 0.32% Add +28.7% 25,825 $4.6M
Old National Bancorp 0.08% Add +17.5% 25,822 $4.6M
Dentgroup LLC 3.17% Reduce -1.8% 25,821 $4.6M
Peak Retirement Planning, Inc. 1.84% Add +25.5% 25,804 $4.6M
Wealth Management Resources, Inc. 1.56% Add +5.8% 25,789 $4.6M
Continuum Advisory, LLC 0.55% Add +8.4% 25,786 $4.6M
Wealth Preservation Advisors, LLC 2.80% Add +1.5% 25,666 $4.5M
Rehmann Capital Advisory Group 0.27% Add +0.0% 25,660 $4.5M
Catalyst Private Wealth, LLC 2.01% Reduce -14.6% 25,557 $4.5M
First Manhattan Co. Llc. 0.01% Add +4.0% 25,234 $4.5M
Newton One Investments LLC 1.41% Add +6.4% 25,344 $4.5M
First Financial Bank - Trust Division 0.39% Add +0.7% 25,208 $4.5M
Davidson Trust Co. 2.04% Add +13.1% 24,986 $4.4M
Ironsides Asset Advisors, LLC 1.28% No change 24,945 $4.4M
Barrett & Company, Inc. 1.65% Add +0.5% 24,905 $4.4M
Great Lakes Advisors, LLC 0.04% Add +1.4% 24,624 $4.4M
World Investment Advisors 0.10% Add +8.1% 24,578 $4.4M
Lodestone Wealth Management LLC 2.11% Reduce -0.4% 24,546 $4.3M
Councilor Wealth, LLC 2.02% Reduce -2.1% 24,488 $4.3M
Kuhn & Co Investment Counsel 3.26% Add +17.3% 24,409 $4.3M
Motiv8 Investments LLC 2.63% Add +5.5% 24,315 $4.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Reduce -6.8% 24,259 $4.3M
Chesley Taft & Associates LLC 0.19% Reduce -2.2% 24,169 $4.3M
Moser Wealth Advisors, LLC 2.05% Add +13.8% 24,117 $4.3M
Victrix Investment Advisors 1.88% Add +4.7% 24,079 $4.3M
Glass Jacobson Investment Advisors llc 1.64% Reduce -1.6% 24,053 $4.3M
Culbertson A N & Co. Inc. 0.65% Add +1.3% 23,954 $4.2M
Syon Capital LLC 0.28% Reduce -17.9% 23,914 $4.2M
Hickory Asset Management, Inc. 3.49% Reduce -0.2% 23,854 $4.2M
Fourth Dimension Wealth, LLC 1.78% Reduce -27.1% 23,838 $4.2M
Bryn Mawr Trust Advisors, LLC 0.23% Reduce -8.4% 23,735 $4.2M
Charter Oak Capital Management, LLC 0.35% Add +1.6% 23,686 $4.2M
Good Life Advisors, LLC 0.26% Reduce -3.6% 23,675 $4.2M
Auxano Advisors, LLC 0.97% Reduce -0.0% 23,611 $4.2M
Intrinsic Value Partners, LLC 3.71% Add +33.4% 23,592 $4.2M
Synovus Financial Corp. 0.05% Add +8.8% 23,518 $4.2M
LifeSteps Financial, Inc. 2.85% Add +15.0% 23,494 $4.2M
Harbor Asset Planning, Inc. 3.94% — 23,339 $4.1M
Wescott Financial Advisory Group, LLC 0.39% Reduce -6.9% 23,331 $4.1M
Apexium Financial, LP 0.22% Reduce -11.3% 23,088 $4.1M
Birchcreek Wealth Management, LLC 2.32% Reduce -1.9% 23,198 $4.1M
Leo Wealth, LLC 0.32% Add +58.9% 23,193 $4.1M
Acropolis Investment Management, LLC 0.22% Add +8.9% 23,046 $4.1M
Waddell & Associates, LLC 0.43% Add +30.3% 22,810 $4.0M
AlphaCore Capital LLC 0.15% Add +382.6% 22,679 $4.0M
Emergent Wealth Advisors, LLC 2.57% Add +2.2% 22,189 $4.0M
Empower Advisory Group, LLC 0.01% Add +18.7% 22,661 $4.0M
Vise Technologies, Inc. 0.16% — 22,574 $4.0M
Summit Wealth Group LLC / Co. 1.00% — 22,429 $4.0M
NorthStar Asset Management LLC 2.10% Add +2.1% 22,536 $4.0M
Foundations Investment Advisors, LLC 0.06% Reduce -62.4% 22,513 $4.0M
Hillcrest Wealth Advisors - NY, LLC 1.87% Reduce -6.1% 22,500 $4.0M
Independent Advisor Alliance 0.11% Reduce -1.7% 22,476 $4.0M
National Philanthropic Trust 0.05% No change 22,440 $4.0M
Disciplined Investments, LLC 1.68% Add +0.7% 22,436 $4.0M
Roof Eidam Maycock Peralta, LLC 0.97% Add +13.2% 22,309 $3.9M
Maxele Advisors, LLC 3.43% Add +5.0% 22,242 $3.9M
Clarius Group, LLC 0.23% No change 22,143 $3.9M
Siligmueller & Norvid Wealth Advisors LLC 1.52% Add +5.4% 22,075 $3.9M
XML Financial, LLC 0.34% Add +2.8% 22,083 $3.9M
Prosperity Planning, Inc. 1.58% Reduce -0.8% 22,057 $3.9M
Alamar Capital Management, LLC 2.11% Add +28.1% 21,903 $3.9M
Curi Capital, LLC 0.07% Add +1527.2% 21,869 $3.9M
Quadcap Wealth Management, LLC 0.49% Add +0.6% 21,962 $3.9M
Wealth Advisory Solutions, LLC 0.98% Add +4.7% 21,950 $3.9M
Avidian Wealth Enterprises, LLC 0.16% Reduce -0.1% 21,921 $3.9M
Aegis Wealth Management LLC 2.32% No change 22,379 $3.9M
Quest 10 Wealth Builders, Inc. 3.76% Reduce -1.7% 21,865 $3.9M
Independent Financial Group, LLC 0.11% Add +1.5% 21,726 $3.8M
NWF Advisory Services Inc. 0.46% Add +60.7% 21,684 $3.8M
Paces Ferry Wealth Advisors, LLC 1.76% Reduce -0.0% 21,649 $3.8M
Curran Financial Partners, LLC 0.84% Add +36.3% 21,549 $3.8M
Stonegate Investment Group, LLC 0.10% Add +5.5% 21,515 $3.8M
United Bank 1.45% Add +1.8% 21,435 $3.8M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -20.3% 21,430 $3.8M
Tobias Financial Advisors, Inc. 0.64% Reduce -0.1% 21,285 $3.8M
Goodman Financial Corp 0.76% New 21,270 $3.8M
Hubbell Strickland Wealth Management, LLC 1.65% Add +0.2% 21,189 $3.7M
Carret Asset Management, LLC 0.40% Add +1.5% 21,174 $3.7M
Moisand Fitzgerald Tamayo, LLC 0.47% Reduce -0.6% 21,171 $3.7M
Magnus Financial Group LLC 0.33% Reduce -0.9% 21,135 $3.7M
City State Bank 1.17% Add +2.7% 21,113 $3.7M
Old North State Wealth Management, LLC 1.94% Add +3.9% 21,042 $3.7M
Triune Financial Partners, LLC 1.01% Add +1.1% 20,856 $3.7M
Keyvantage Wealth, LLC 1.65% Reduce -6.1% 20,846 $3.7M
Seeds Investor LLC 0.86% Reduce -7.5% 20,749 $3.7M
GFS Advisors, LLC 0.50% Reduce -5.6% 20,585 $3.6M
Pioneer Wealth Management Group 1.33% Reduce -7.7% 20,321 $3.6M
Precision Wealth Strategies, LLC 1.16% New 20,296 $3.6M
Compass Advisory Group LLC 1.13% Add +11.7% 20,152 $3.6M
Carnegie Investment Counsel 0.07% Add +4.2% 20,213 $3.6M
MV Capital Management, Inc. 0.37% No change 20,208 $3.6M
Hexagon Capital Partners LLC 0.79% Reduce -11.5% 20,198 $3.6M
ERn Financial, LLC 0.75% Reduce -0.8% 20,165 $3.6M
Tacita Capital Inc 2.29% Add +0.5% 20,152 $3.6M
2UniFi Bank 2.01% Add +55.2% 20,031 $3.5M
LongView Wealth Management 1.07% Reduce -52.5% 20,020 $3.5M
Maia Wealth LLC 0.67% Add +6.1% 19,920 $3.5M
Chemistry Wealth Management LLC 0.76% Add +14.4% 19,919 $3.5M
Sage Mountain Advisors LLC 0.23% Add +9.6% 19,918 $3.5M
Fonville Wealth Management LLC 0.89% Add +7.5% 19,836 $3.5M
Strategic Financial Concepts, LLC 0.49% Add +2.8% 19,879 $3.5M
Milestone Investment Advisors LLC 0.92% Reduce -0.2% 19,878 $3.5M
NORTHSTAR ASSET MANAGEMENT Co 0.81% Add +5.1% 19,875 $3.5M
Pallas Capital Advisors LLC 0.13% Reduce -4.7% 19,826 $3.5M
WESCAP Management Group, Inc. 0.80% Add +13.1% 19,788 $3.5M
Evanson Asset Management, LLC 0.22% Reduce -0.9% 19,766 $3.5M
Uptown Financial Advisors LLC 3.24% Reduce -2.9% 19,731 $3.5M
Novak & Powell Financial Services, Inc. 2.42% Reduce -27.7% 19,729 $3.5M
Cornerstone Advisory, LLC 0.37% Add +1.7% 19,705 $3.5M
Strategic Financial Partners, Ltd. 1.61% Reduce -0.6% 19,684 $3.5M
Hilltop Holdings Inc. 0.22% Reduce -4.2% 19,656 $3.5M
DT Investment Partners, LLC 0.31% No change 19,590 $3.5M
Segment Wealth Management, LLC 0.22% No change 19,590 $3.5M
Sawgrass Asset Management LLC 0.39% No change 19,461 $3.4M
Cascade Wealth Advisors, Inc 1.94% Reduce -11.1% 19,278 $3.4M
Diversify Advisory Services, LLC 0.13% Add +103.8% 19,122 $3.4M
Litman Gregory Wealth Management LLC 0.27% Reduce -0.1% 19,411 $3.4M
Luminvest Wealth Management LLC 1.23% Add +5.8% 19,405 $3.4M
TAGStone Capital, Inc. 1.41% Add +25.4% 19,195 $3.4M
Nicolet Bankshares Inc. 0.59% Reduce -0.5% 19,308 $3.4M
Monument Group Wealth Advisors, LLC 2.13% Add +6.6% 19,181 $3.4M
Insight Advisors, LLC/ PA 0.55% Reduce -0.3% 19,169 $3.4M
Beacon Financial Advisory LLC 0.88% Add +7.3% 19,155 $3.4M
SageView Advisory Group, LLC 0.13% Reduce -10.1% 18,834 $3.4M
Marotta Asset Management 0.68% Reduce -5.0% 19,115 $3.4M
Francis Financial, Inc. 0.78% New 19,059 $3.4M
Glenview Trust Co 0.06% Add +3.9% 18,949 $3.3M
Moneco Advisors, LLC 0.31% Add +0.7% 18,907 $3.3M
Twin Focus Capital Partners, LLC 0.47% Add +40.6% 18,876 $3.3M
Claris Financial LLC 2.51% Reduce -25.0% 18,854 $3.3M
American Alpha Advisors, LLC 2.68% Reduce -25.9% 18,826 $3.3M
Base Wealth Management LLC 2.13% Add +20.2% 18,818 $3.3M
Principle Wealth Partners LLC 0.21% Reduce -0.2% 18,697 $3.3M
Sheets Smith Wealth Management 0.39% No change 18,667 $3.3M
Northeast Investment Management 0.14% Add +3.4% 18,610 $3.3M
Tidal Investments LLC 0.02% Add +67.1% 18,606 $3.3M
Weitzel Financial Services, Inc. 1.37% Reduce -4.3% 18,221 $3.2M
L.K. Benson & Company, P.C. 1.98% Reduce -1.3% 18,277 $3.2M
JFS Wealth Advisors, LLC 0.20% Reduce -1.0% 18,142 $3.2M
Archvest Wealth Advisors, Inc. 2.78% Add +7.1% 18,053 $3.2M
AdvisorNet Financial, Inc 0.21% Reduce -2.0% 17,989 $3.2M
Prospera Capital Management, LLC 1.75% Add +5.0% 17,798 $3.2M
Private Trust Co. NA 0.30% Add +5.9% 17,774 $3.1M
SwitchPoint Financial Planning, LLC 2.56% Add +13.9% 17,673 $3.1M
FDx Advisors, Inc. 0.95% Reduce -1.0% 17,568 $3.1M
OneAscent Financial Services LLC 0.22% Reduce -41.0% 17,489 $3.1M
Regions Financial Corp. 0.02% Add +1.5% 17,516 $3.1M
Aptus Capital Advisors, LLC 0.03% Add +5.8% 17,344 $3.1M
BKM Wealth Management, LLC 1.20% Add +1.7% 17,340 $3.1M
CWA Asset Management Group, LLC 0.13% Add +8.3% 17,313 $3.1M
Amara Financial, Llc. 2.69% Reduce -0.1% 17,312 $3.1M
Fsa Wealth Partners, Inc. 1.48% New 17,297 $3.1M
Blueprint Financial Advisors LLC 0.98% New 17,253 $3.0M
LM Advisors LLC 0.39% Reduce -0.2% 17,194 $3.0M
Salomon & Ludwin, LLC 0.30% Reduce -1.4% 16,803 $3.0M
Gibraltar Capital Management, Inc. 0.58% Add +2.8% 16,773 $3.0M
MRWM Advisors, LLC 1.85% Add +20.7% 16,744 $3.0M
Advisory Alpha, LLC 0.09% Add +13.1% 16,575 $2.9M
MSH Capital Advisors LLC 0.84% Reduce -0.3% 16,559 $2.9M
Martin Worley Group 1.43% Add +5.9% 16,499 $2.9M
SeaCrest Wealth Management, LLC 0.32% Reduce -2.7% 16,480 $2.9M
United Bank 0.35% Reduce -10.9% 16,446 $2.9M
Anchor Investment Management, LLC 0.25% Add +7.1% 16,423 $2.9M
Forefront Analytics, LLC 3.24% Add +14.3% 16,391 $2.9M
Arrien Investments, Inc. 1.83% Add +3.0% 16,388 $2.9M
Walter & Keenan Wealth Management LLC /in/ 0.84% Reduce -2.6% 16,367 $2.9M
Infinity Wealth Counsel, LLC 2.92% Add +2.1% 16,325 $2.9M
Global Wealth Management Investment Advisory, Inc. 0.54% Reduce -4.3% 16,324 $2.9M
Johnson Financial Group, Inc. 0.13% Add +46.8% 16,230 $2.9M
PFG Investments, LLC 0.17% Add +16.9% 16,288 $2.9M
Aua Capital Management, LLC 1.71% Add +19.9% 16,168 $2.9M
Cloud Capital Management, LLC 1.78% Add +11.0% 16,114 $2.9M
Tocqueville Asset Management L.P. 0.04% Reduce -4.7% 16,139 $2.9M
Parsons Capital Management Inc. 0.17% Reduce -0.9% 16,070 $2.8M
Stage Harbor Financial, LLC 2.30% Reduce -2.5% 16,043 $2.8M
Sterling Group Wealth Management, LLC 1.56% Reduce -28.9% 15,997 $2.8M
Northwest Wealth Management, LLC 0.51% Reduce -1.8% 15,982 $2.8M
Hilltop National Bank 0.74% — 15,959 $2.8M
Wilson & Boucher Capital Management, LLC 1.97% Add +0.8% 15,953 $2.8M
Kennicott Capital Management LLC 1.60% Reduce -1.6% 15,909 $2.8M
Main Street Financial Solutions, LLC 0.20% Reduce -5.2% 15,803 $2.8M
Moors & Cabot, Inc. 0.13% Add +52.3% 15,766 $2.8M
Howard Wealth Management, LLC 1.40% Add +0.5% 15,701 $2.8M
Pillar Financial Advisors, LLC 1.91% Add +1.6% 15,658 $2.8M
Plancorp, LLC 0.10% Add +3.0% 15,631 $2.8M
Aspen Grove Capital, LLC 0.47% Reduce -12.8% 15,534 $2.8M
Millennium Management 0.00% Reduce -33.8% 15,535 $2.7M
Western Wealth Management, LLC 0.16% Reduce -4.6% 15,442 $2.7M
Keebeck Wealth Management 0.36% Reduce -0.1% 15,350 $2.7M
Autumn Glory Partners, LLC 1.28% Reduce -8.0% 15,430 $2.7M
Gilliland Jeter Wealth Management LLC 0.89% No change 15,402 $2.7M
Sageworth Trust Co of South Dakota 2.95% Reduce -6.1% 15,401 $2.7M
Root Financial Partners, LLC 0.26% Reduce -27.7% 15,382 $2.7M
Lavaca Capital LLC 1.10% Reduce -5.6% 15,200 $2.7M
Net Worth Advisory Group 0.59% Add +169.9% 15,149 $2.7M
Ade, LLC 1.41% Add +2.3% 15,049 $2.7M
SlateStone Wealth, LLC 0.25% Reduce -9.8% 15,034 $2.7M
Theory Financial LLC 1.01% Reduce -25.0% 14,972 $2.7M
Narus Financial Partners, LLC 0.83% Add +5.8% 14,975 $2.6M
Intelligence Driven Advisers, LLC 0.40% Reduce -1.8% 14,899 $2.6M
Acas, LLC 1.76% Add +0.2% 14,553 $2.6M
Hurlow Wealth Management Group, Inc. 0.74% Reduce -4.3% 14,888 $2.6M
Fermata Advisors, LLC 0.70% Reduce -56.5% 14,787 $2.6M
Keybank National Association 0.01% Add +6.8% 14,758 $2.6M
Atlantic Union Bankshares Corp 0.06% Add +273.9% 14,686 $2.6M
Wells Trecaso Financial Group, LLC 0.80% Reduce -8.1% 14,676 $2.6M
North Star Investment Management Corp. 0.18% Add +1.9% 14,642 $2.6M
Granite Harbor Advisors, Inc. 1.21% No change 14,628 $2.6M
Taylor Financial Group, Inc. 1.61% Add +12.9% 14,605 $2.6M
VeraBank, N.A. 0.52% Add +39.1% 14,536 $2.6M
LRI Investments, LLC 0.22% No change 14,491 $2.6M
Apeiron RIA LLC 0.66% Reduce -2.6% 14,452 $2.6M
Pacific Financial Group Inc. 1.99% Reduce -3.0% 14,415 $2.5M
Rockbridge Investment Management, LCC 0.27% Reduce -4.0% 14,405 $2.5M
RTD Financial Advisors, Inc. 0.33% Add +46.5% 14,391 $2.5M
Mayflower Financial Advisors, LLC 0.35% Reduce -0.5% 14,375 $2.5M
Thoroughbred Financial Services, LLC 0.18% Reduce -14.4% 14,373 $2.5M
Talon Private Wealth, LLC 0.35% Add +0.7% 14,309 $2.5M
Matrix Asset Advisors Inc. 0.26% Add +50.3% 14,272 $2.5M
GAMMA Investing LLC 0.16% Add +12.1% 14,239 $2.5M
Midwest Capital Advisors, LLC 1.32% Reduce -13.3% 14,212 $2.5M
Liberty Wealth Management LLC 0.39% Reduce -15.3% 14,202 $2.5M
Jacobi Capital Management LLC 0.17% Add +0.1% 14,192 $2.5M
Asset Dedication, LLC 0.18% Add +13.0% 14,164 $2.5M
Welch & Forbes LLC 0.03% Reduce -9.0% 14,161 $2.5M
Tritonpoint Wealth, LLC 0.23% Add +2.9% 14,083 $2.5M
Harel Insurance Investments & Financial Services Ltd. 0.03% No change 14,045 $2.5M
Pinnacle Financial Partners Inc 0.05% Add +0.6% 14,075 $2.5M
KMG Fiduciary Partners, LLC 0.18% No change 14,035 $2.5M
Forza Wealth Management, LLC 1.01% Reduce -27.5% 13,982 $2.5M
Nalls Sherbakoff Group, LLC 1.80% Add +1.1% 13,960 $2.5M
Crestwood Advisors Group, LLC 0.04% Add +0.2% 13,890 $2.5M
Capstone Wealth Management Group, LLC 2.35% Add +7.7% 13,854 $2.4M
Flputnam Investment Management Co. 0.04% Add +0.7% 13,840 $2.4M
High Net Worth Advisory Group LLC 0.65% Add +25.6% 13,789 $2.4M
Webster Bank, N. A. 0.25% Reduce -2.9% 13,791 $2.4M
GC Wealth Management RIA, LLC 0.20% Reduce -3.7% 13,789 $2.4M
Shepherd Financial Partners LLC 0.26% Reduce -3.2% 13,783 $2.4M
West Bancorporation Inc. 1.54% Add +5.8% 13,783 $2.4M
TFB Advisors LLC 0.64% Reduce -1.6% 13,727 $2.4M
Parkside Financial Bank & Trust 0.26% Add +71.2% 13,712 $2.4M
Brighton Securities Corp. 1.31% New 13,598 $2.4M
Medallion Wealth Advisors, LLC 0.92% Reduce -9.8% 13,383 $2.4M
K2 Financial Inc. 2.10% Add +3.7% 13,501 $2.4M
Canvas Wealth Advisors, LLC 0.47% Reduce -5.4% 13,190 $2.4M
Jaffetilchin Investment Partners, LLC 0.15% Add +0.3% 13,357 $2.4M
Acorn Wealth Advisors, LLC 0.88% Add +59.3% 13,347 $2.4M
New Wave Wealth Advisors LLC 1.00% Add +3.1% 13,322 $2.4M
Alpine Bank Wealth Management 0.35% No change 13,220 $2.3M
Probity Advisors, Inc. 0.40% Reduce -3.9% 13,031 $2.3M
Tradition Wealth Management, LLC 0.18% Reduce -13.3% 13,007 $2.3M
Cookson Peirce & Co. Inc. 0.10% Reduce -5.1% 12,873 $2.3M
Meeder Advisory Services, Inc. 0.12% Reduce -31.5% 12,857 $2.3M
True Link Financial Advisors, LLC 0.16% Reduce -5.2% 12,857 $2.3M
Topsail Wealth Management, LLC 0.42% Add +2.1% 12,779 $2.3M
Ashton Thomas Securities, LLC 0.55% Add +0.2% 12,808 $2.3M
Balefire, LLC 0.49% New 12,787 $2.3M
Alta Wealth Advisors LLC 1.06% Add +3.1% 12,762 $2.3M
WealthTrak Capital Management LLC 1.88% Reduce -0.6% 12,710 $2.2M
Keel Point, LLC 0.15% Reduce -5.9% 12,709 $2.2M
AlTi Global, Inc. 0.06% Reduce -43.5% 12,615 $2.2M
Maridea Wealth Management LLC 0.58% Reduce -8.1% 12,546 $2.2M
Amplius Wealth Advisors, LLC 0.21% Reduce -7.6% 12,532 $2.2M
Summit Wealth & Retirement Planning, Inc. 0.59% Add +66.0% 12,439 $2.2M
SOA Wealth Advisors, LLC. 0.40% Reduce -3.2% 12,435 $2.2M
Zions Bancorporation, National Association 0.12% Reduce -0.2% 12,411 $2.2M
Beaird Harris Wealth Management, LLC 0.17% Add +12.7% 12,409 $2.2M
Peapack Gladstone Financial Corp. 0.03% Reduce -12.7% 12,407 $2.2M
Signal Advisors Wealth, LLC 0.17% Add +16.8% 12,345 $2.2M
Park Square Financial Group, LLC 1.58% Add +39.7% 12,329 $2.2M
Richmond Investment Services, LLC 0.46% Add +82.2% 12,323 $2.2M
Atlas Brown,Inc. 0.70% Reduce -3.0% 12,319 $2.2M
Next Level Private LLC 0.71% Add +1.1% 12,315 $2.2M
Blue Barn Wealth, LLC 1.02% Reduce -1.1% 12,306 $2.2M
GPS Wealth Strategies Group, LLC 0.25% Add +7.1% 12,272 $2.2M
Evermay Wealth Management LLC 0.27% Reduce -0.3% 12,206 $2.2M
One Day In July LLC 0.20% Add +8.9% 12,209 $2.2M
American Institute for Advanced Investment Management, LLP 1.52% Add +3.0% 12,179 $2.2M
FineMark National Bank & Trust 0.07% Add +72.5% 12,156 $2.1M
Kestra Investment Management, LLC 0.07% Add +843.8% 12,147 $2.1M
Fiduciary Trust Co 0.03% Add +33.4% 12,053 $2.1M
Becker Capital Management Inc. 0.07% Add +0.7% 11,963 $2.1M
Fjell Capital, LLC 1.96% Reduce -4.0% 11,973 $2.1M
Larson Financial Group LLC 0.08% Reduce -10.5% 11,913 $2.1M
Evergreen Wealth Management, LLC 1.18% Reduce -2.4% 11,894 $2.1M
FFT Wealth Management LLC 0.41% Reduce -12.1% 11,876 $2.1M
Balboa Wealth Partners 0.42% Add +18.8% 11,873 $2.1M
GenWealth Group, Inc. 0.42% Add +14.8% 11,863 $2.1M
Everest Private Wealth 1.50% No change 11,806 $2.1M
Riverchase Wealth Management, LLC 1.32% Reduce -6.3% 11,779 $2.1M
Silver Oak Securities, Incorporated 0.17% Add +11.9% 11,767 $2.1M
Investor's Fiduciary Advisor Network, LLC 0.77% Add +0.9% 11,735 $2.1M
Wells Financial Advisors INC 2.84% Reduce -12.7% 11,706 $2.1M
Procyon Advisors, LLC 0.20% Add +40.9% 11,689 $2.1M
Bridges Investment Management Inc. 0.03% Add +1.4% 11,679 $2.1M
Camelot Portfolios, LLC 1.24% Reduce -9.5% 11,664 $2.1M
McMill Wealth Management 0.68% No change 11,618 $2.0M
MOKAN Wealth Management Inc. 1.14% Add +10.8% 11,559 $2.0M
Florida Trust Wealth Management Co 0.06% Add +3.3% 11,539 $2.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.74% Add +35.6% 11,404 $2.0M
PDS Planning, Inc 0.15% Add +0.0% 11,523 $2.0M
Signal Tree Financial Partners LLC 1.75% Add +231.3% 11,515 $2.0M
Paragon Private Wealth Management, LLC 0.81% Reduce -0.9% 11,513 $2.0M
Verum Partners LLC 0.47% Reduce -1.9% 11,498 $2.0M
Smith, Moore & Co. 0.17% Reduce -18.4% 11,409 $2.0M
Freestone Capital Holdings, LLC 0.07% Add +2.6% 11,398 $2.0M
GHP Investment Advisors, Inc. 0.09% Add +3.8% 11,325 $2.0M
North Star Asset Management Inc. 0.08% Reduce -0.2% 11,239 $2.0M
Center for Financial Planning, Inc. 0.23% Reduce -0.1% 11,207 $2.0M
MilWealth Group LLC 0.50% Reduce -1.6% 11,090 $2.0M
Benningfield Financial Advisors, LLC 1.69% Add +4.0% 11,067 $2.0M
Gradient Capital Advisors, LLC 0.58% Reduce -0.7% 11,063 $2.0M
Stonehearth Capital Management, LLC 0.81% Reduce -6.8% 11,059 $2.0M
Tme Financial, Inc. 1.58% Reduce -2.5% 11,051 $2.0M
Alpha Zero LLC 1.27% Add +2.7% 11,039 $2.0M
Wiser Advisor Group LLC 3.38% Reduce -6.6% 11,014 $1.9M
Hanover Advisors Inc. 0.79% Reduce -6.7% 11,003 $1.9M
First Bancorp, Inc 1.12% Add +14.3% 10,990 $1.9M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -1.6% 10,981 $1.9M
rebel Financial LLC 0.88% — 10,911 $1.9M
Choate Investment Advisors 0.04% Reduce -8.3% 10,941 $1.9M
Fisher Asset Management 0.00% Add +53.0% 10,905 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +15.6% 10,899 $1.9M
Arbor Investment Advisors, LLC 0.25% Add +7.9% 10,863 $1.9M
Lifeworks Advisors, LLC 0.29% Add +31.4% 10,852 $1.9M
Bernardo Wealth Planning LLC 0.42% Reduce -2.0% 10,831 $1.9M
Leavell Investment Management, Inc. 0.09% Reduce -43.1% 10,746 $1.9M
Covenant Asset Management, LLC 0.39% Reduce -2.3% 10,771 $1.9M
Invst, LLC 0.24% Add +2.5% 10,758 $1.9M
GM Advisory Group, LLC 0.09% Add +29.3% 10,747 $1.9M
Broadleaf Partners, LLC 0.42% Reduce -2.6% 10,695 $1.9M
Nixon Peabody Trust Co. 0.15% No change 10,685 $1.9M
Sagace Wealth Management LLC 1.41% Reduce -6.6% 10,655 $1.9M
Centaurus Financial, Inc. 0.11% Add +1.5% 10,530 $1.9M
Rollins Financial Advisors, LLC 0.30% Reduce -8.1% 10,526 $1.9M
VestGen Investment Management 1.33% Reduce -3.1% 10,504 $1.9M
Sensible Financial Planning & Management, LLC. 0.35% Add +3.2% 10,455 $1.8M
Verus Capital Partners, LLC 0.16% Add +4.7% 10,437 $1.8M
First National Corp. /Ma/ 0.37% Add +5.3% 10,426 $1.8M
Capital Investment Advisors, LLC 0.03% Add +4.2% 10,403 $1.8M
Horizon Investments, LLC 0.03% Reduce -62.5% 10,393 $1.8M
Greenleaf Trust 0.02% Reduce -5.7% 10,380 $1.8M
REDW Wealth LLC 0.72% Add +1.6% 10,279 $1.8M
Jackson Hole Capital Partners, LLC 0.33% No change 10,263 $1.8M
Daymark Wealth Partners, LLC 0.07% Reduce -3.9% 10,255 $1.8M
Leonard Rickey Investment Advisors P.L.L.C. 0.36% Reduce -1.9% 10,238 $1.8M
Renaissance Technologies 0.00% Reduce -54.0% 10,200 $1.8M
Alpha Cubed Investments, LLC 0.07% Reduce -3.3% 10,153 $1.8M
Blodgett Wealth Advisors, LLC 1.41% No change 10,153 $1.8M
McKinley Carter Wealth Services, Inc. 0.10% No change 10,113 $1.8M
Truepoint, Inc. 0.04% Reduce -14.0% 10,108 $1.8M
Fifth Third Wealth Advisors LLC 0.07% Add +188.7% 10,104 $1.8M
Circle Wealth Management, LLC 0.04% No change 10,101 $1.8M
Institute for Wealth Management, LLC. 0.20% Add +197.2% 10,086 $1.8M
Parsonex Advisory Services, Inc. 1.49% — 10,081 $1.8M
Moloney Securities Asset Management, LLC 0.22% Reduce -51.0% 10,063 $1.8M
Ehrlich Financial Group 1.15% Reduce -0.7% 10,028 $1.8M
Fortitude Advisory Group L.L.C. 1.01% Add +5.0% 10,006 $1.8M
DMKC Advisory Services, LLC 0.92% New 9,907 $1.8M
McClarren Financial Advisors, Inc. 1.14% Add +4.8% 9,939 $1.8M
North Ridge Wealth Advisors, Inc. 1.08% Reduce -0.4% 9,933 $1.8M
Seek First Inc. 1.41% Reduce -3.0% 9,865 $1.7M
St Germain D J Co. Inc. 0.07% Add +13.9% 9,830 $1.7M
Millington Financial Advisors, LLC 0.88% Reduce -14.1% 9,594 $1.7M
Vanguard Personalized Indexing Management, LLC 0.02% Add +30.4% 9,791 $1.7M
Crews Bank & Trust 0.27% Reduce -0.3% 9,777 $1.7M
American Trust 0.16% New 9,747 $1.7M
Barnes Pettey Financial Advisors, LLC 1.15% Reduce -1.3% 9,713 $1.7M
Charis Legacy Partners, LLC 2.83% Add +0.9% 9,707 $1.7M
Atlas Legacy Advisors, LLC 0.38% Add +34.5% 9,706 $1.7M
Engineers Gate Manager LP 0.02% New 9,665 $1.7M
Tillman Hartley LLC 0.48% Add +0.6% 9,659 $1.7M
Capital Asset Advisory Services LLC 0.08% New 9,544 $1.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +8.0% 9,614 $1.7M
AIMZ Investment Advisors, LLC 0.57% Reduce -8.0% 9,610 $1.7M
Salus Financial Advisors, LLC 1.14% Add +4.6% 9,593 $1.7M
Astra Wealth Partners LLC 1.37% Reduce -24.2% 9,585 $1.7M
BOS Asset Management, LLC 0.54% Add +0.7% 9,584 $1.7M
Capital Squared Financial LLC 1.96% — 9,520 $1.7M
Bay Capital Advisors, LLC 1.28% Reduce -3.8% 9,508 $1.7M
RiverFront Investment Group, LLC 0.03% Add +24.4% 9,494 $1.7M
Key Financial Inc 0.34% Reduce -2.3% 9,477 $1.7M
Valley Forge Investment Consultants Inc. Adv 0.54% No change 9,461 $1.7M
RCS Financial Planning, LLC 0.83% Reduce -14.4% 9,355 $1.7M
SBI Securities Co., Ltd. 0.05% Reduce -5.3% 9,370 $1.7M
Patriot Investment Management Group, Inc. 0.11% No change 9,356 $1.7M
FSC Wealth Advisors, LLC 1.04% Add +5.8% 9,313 $1.6M
Integrated Advisors Network LLC 0.07% Add +2.0% 9,300 $1.6M
Boston Partners 0.00% Add +0.8% 9,292 $1.6M
Cypress Point Wealth Management, LLC 0.40% No change 9,270 $1.6M
Princeton Global Asset Management LLC 0.30% Add +1.1% 9,253 $1.6M
Sandy Cove Advisors, LLC 0.59% Reduce -1.1% 9,201 $1.6M
Soltis Investment Advisors LLC 0.13% Add +7.9% 9,200 $1.6M
Keystone Wealth Services, LLC 0.39% Reduce -28.3% 9,182 $1.6M
Ted Buchan & Co 0.64% Add +6.5% 9,170 $1.6M
Planning Directions Inc. 0.91% Reduce -28.3% 9,156 $1.6M
Roffman Miller Associates Inc. 0.10% No change 9,106 $1.6M
Causey Wealth LLC 0.83% Reduce -3.7% 9,082 $1.6M
Heritage Wealth Management, Inc. 1.21% Add +91.6% 9,043 $1.6M
Deutsche Bank AG 0.00% Reduce -10.8% 8,938 $1.6M
Michels Family Financial, LLC 1.35% Reduce -1.6% 8,929 $1.6M
Iowa State Bank 0.31% No change 8,891 $1.6M
CRA Financial Services, LLC 0.24% Add +0.6% 8,823 $1.6M
Harmony Asset Management LLC 0.58% Add +5.9% 8,803 $1.6M
Colorado Capital Management, Inc. 0.67% Reduce -0.1% 8,797 $1.6M
International Assets Investment Management, LLC 0.13% Reduce -25.5% 8,779 $1.6M
Accurate Wealth Management, LLC 0.24% Add +2.6% 8,650 $1.6M
Absolute Capital Management, LLC 0.78% Add +15.6% 8,730 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +5.4% 8,768 $1.5M
Caldwell Trust Co 0.15% No change 8,744 $1.5M
Howland Capital Management LLC 0.06% Reduce -3.9% 8,692 $1.5M
Ameriflex Group, Inc. 0.81% Reduce -10.0% 8,753 $1.5M
Disciplined Investors, L.L.C. 1.20% Reduce -1.7% 8,724 $1.5M
Tyler-Stone Wealth Management 0.25% Add +28.3% 8,699 $1.5M
Embree Financial Group 0.23% No change 8,695 $1.5M
Camarda Financial Advisors, LLC 0.60% Add +33.9% 8,684 $1.5M
SIMA Wealth Partners, LLC 1.24% Reduce -22.8% 8,679 $1.5M
Quadrant Capital Group LLC 0.06% Reduce -4.2% 8,666 $1.5M
Confluence Wealth Services, Inc. 0.08% Add +0.7% 8,663 $1.5M
RDA Financial Network 0.41% Reduce -0.3% 8,656 $1.5M
RS Crum Inc. 0.37% Add +10.2% 8,620 $1.5M
PGIM Custom Harvest LLC 0.03% Add +3.6% 8,617 $1.5M
Norden Group LLC 0.17% Reduce -11.8% 8,599 $1.5M
Haverford Trust Co 0.01% Reduce -1.4% 8,596 $1.5M
PBMares Wealth Management LLC 0.28% Reduce -7.2% 8,589 $1.5M
Curated Wealth Partners LLC 0.18% No change 8,506 $1.5M
Bridgewater Advisors Inc. 0.11% Reduce -0.9% 8,327 $1.5M
Hopwood Financial Services, Inc. 1.17% No change 8,467 $1.5M
Davis R M Inc. 0.03% Reduce -4.8% 8,458 $1.5M
Pension & Wealth Management Advisors, Inc. 0.50% Add +1.7% 8,457 $1.5M
Regal Investment Advisors LLC 0.11% Add +53.0% 8,453 $1.5M
WNY Asset Management, LLC 0.16% Reduce -15.3% 8,425 $1.5M
Legacy Capital Wealth Partners, LLC 0.34% Add +3.8% 8,421 $1.5M
Wingate Wealth Advisors, Inc. 1.33% Add +35.4% 8,420 $1.5M
Scotia Capital Inc. 0.01% Reduce -2.7% 8,399 $1.5M
Synergy Investment Management, LLC 0.89% Add +3.3% 8,392 $1.5M
Flywheel Private Wealth LLC 1.19% No change 8,376 $1.5M
Summit Financial Strategies, Inc. 0.14% Add +1.4% 8,358 $1.5M
Calton & Associates, Inc. 0.25% Reduce -3.1% 8,290 $1.5M
Keb Asset Management, LLC 0.36% Reduce -6.3% 8,272 $1.5M
Cobblestone Capital Advisors LLC 0.07% No change 8,251 $1.5M
Conrad Siegel Investment Advisors, Inc. 0.33% Reduce -15.9% 8,215 $1.5M
Kitching Partners, LLC 1.47% Add +50.6% 8,192 $1.4M
World Equity Group, Inc. 0.39% Reduce -7.8% 8,173 $1.4M
Wolff Financial Management LLC 0.37% Reduce -2.1% 8,128 $1.4M
Forum Financial Management, LP 0.02% Reduce -6.2% 8,129 $1.4M
New England Private Wealth Advisors LLC 0.21% Add +0.2% 8,022 $1.4M
Diversify Wealth Management, LLC 0.09% Add +1.5% 7,981 $1.4M
Helium Advisors LLC 0.90% Reduce -0.1% 8,067 $1.4M
MidAtlantic Capital Management, Inc. 1.01% Add +5.9% 8,033 $1.4M
Guardian Asset Advisors, LLC 0.81% Add +86.3% 8,018 $1.4M
Maseco LLP 0.05% — 8,010 $1.4M
Columbus Macro, LLC 0.17% No change 8,000 $1.4M
Taylor Hoffman Capital Management LLC 0.48% Reduce -1.8% 7,980 $1.4M
Pekin Hardy Strauss, Inc. 0.16% Add +37.6% 7,965 $1.4M
Badgley Phelps Wealth Managers, LLC 0.03% Add +3.9% 7,915 $1.4M
Advocate Group LLC 0.25% No change 7,948 $1.4M
Lion Street Advisors, LLC 0.43% Reduce -25.6% 7,940 $1.4M
Coppell Advisory Solutions LLC 0.17% Add +0.2% 7,931 $1.4M
Kelman-Lazarov, Inc. 0.23% No change 7,920 $1.4M
Capital Advisors Wealth Management, LLC 0.22% Reduce -2.2% 7,900 $1.4M
Prosperity Consulting Group, LLC 0.10% Reduce -7.3% 7,898 $1.4M
Retirement Guys Formula LLC 0.53% Reduce -1.2% 8,029 $1.4M
Woodside Wealth Management LLC 1.20% Add +0.5% 7,888 $1.4M
Ethos Financial Group, LLC 0.12% Add +356.7% 7,801 $1.4M
Plante Moran Financial Advisors, LLC 0.10% Add +13.1% 7,830 $1.4M
Orcam Financial Group 1.20% No change 7,827 $1.4M
Summit Investment Advisory Services, LLC 0.60% Reduce -0.6% 7,823 $1.4M
First Trust Advisors LP 0.00% Reduce -2.5% 7,805 $1.4M
Index Fund Advisors, Inc. 0.08% Reduce -2.0% 7,693 $1.4M
Graney & King, LLC 0.91% No change 7,679 $1.4M
Founders Financial Alliance, LLC 0.31% No change 7,667 $1.4M
Principal Financial Group Inc. 0.00% Add +63.6% 7,631 $1.3M
Journey Advisory Group, LLC 0.10% Reduce -5.6% 7,628 $1.3M
Evolution Wealth Advisors, LLC 0.20% Reduce -5.8% 7,621 $1.3M
Sonoma Private Wealth LLC 1.65% No change 7,616 $1.3M
Destiny Wealth Partners, LLC 0.18% Add +108.0% 7,616 $1.3M
May Hill Capital, LLC 0.44% Add +2.3% 7,601 $1.3M
Victory Financial Group, LLC 0.21% Reduce -18.4% 7,593 $1.3M
Simplicity Wealth,LLC 0.06% Reduce -54.9% 7,576 $1.3M
Baker Boyer National Bank 0.46% Reduce -0.0% 7,556 $1.3M
Investments & Financial Planning, LLC 0.76% Reduce -1.5% 7,504 $1.3M
Binnacle Investments Inc 0.86% Add +2.2% 7,471 $1.3M
Hoxton Planning & Management, LLC 0.46% Reduce -2.5% 7,470 $1.3M
Cozad Asset Management Inc. 0.12% Add +2.0% 7,446 $1.3M
Clarity Capital Partners LLC 0.47% Reduce -24.1% 7,395 $1.3M
Jump Financial, LLC 0.02% New 7,371 $1.3M
Pine Harbor Wealth Management, LLC 0.46% Reduce -5.7% 7,339 $1.3M
Summit Financial Wealth Advisors, LLC 0.23% Add +13.2% 7,307 $1.3M
Burns J W & Co. Inc. 0.16% Reduce -3.6% 7,276 $1.3M
Maripau Wealth Management LLC 0.65% Reduce -16.6% 7,266 $1.3M
Aristotle Capital Management, LLC 0.00% Reduce -29.3% 7,241 $1.3M
Chatham Capital Group, Inc. 0.19% No change 7,218 $1.3M
Fortis Capital Advisors, LLC 0.23% Add +34.9% 7,208 $1.3M
Sollinda Capital Management LLC 0.33% New 7,202 $1.3M
Squire Investment Management Company, LLC 0.47% No change 7,197 $1.3M
Wealthstream Advisors, Inc. 0.21% No change 7,184 $1.3M
Freedom Financial Partners LLC 0.53% Add +0.3% 7,174 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -3.4% 7,172 $1.3M
Mission Creek Capital Partners, Inc. 0.28% Reduce -3.6% 7,160 $1.3M
Ally Invest Advisors Inc. 0.10% Add +5.4% 7,122 $1.3M
Fiduciary Alliance LLC 0.09% Add +56.5% 7,118 $1.3M
SG Americas Securities, LLC 0.01% No change 7,100 $1.3M
Operose Advisors LLC 0.35% Add +8.6% 7,098 $1.3M
Wealth Alliance, LLC 0.14% Reduce -0.8% 7,098 $1.3M
Wesbanco Bank Inc. 0.04% Add +31.5% 7,074 $1.3M
Roberts Glore & Co. Inc. 0.36% Reduce -0.5% 7,067 $1.2M
MTM Investment Management, LLC 0.42% Add +58.3% 7,049 $1.2M
Financial Advocates Investment Management 0.10% Reduce -63.0% 7,020 $1.2M
Mraz, Amerine & Associates, Inc. 0.20% Reduce -9.1% 7,005 $1.2M
Purkiss Capital Advisors LLC 0.68% Reduce -0.6% 6,963 $1.2M
Compass Capital Corp. /Ma/ 0.58% Reduce -12.2% 6,893 $1.2M
Essex LLC 0.24% No change 6,914 $1.2M
Buck Wealth Strategies, LLC 0.19% Add +53.5% 6,913 $1.2M
Advance Capital Management, Inc. 0.06% Add +14.8% 6,867 $1.2M
Gladwyn Financial Advisors, Inc. 0.94% — 6,850 $1.2M
MGB Wealth Management, LLC 0.40% Reduce -4.1% 6,847 $1.2M
Ironwood Financial, llc 0.26% No change 6,985 $1.2M
TRUE Private Wealth Advisors 0.13% Reduce -68.8% 6,785 $1.2M
Fairman Group, LLC 0.99% Add +30.5% 6,742 $1.2M
SteelPeak Wealth, LLC 0.05% Reduce -31.8% 6,727 $1.2M
CORDA Investment Management, LLC. 0.09% Reduce -7.7% 6,741 $1.2M
Magnolia Private Wealth, LLC 0.92% Reduce -3.0% 6,704 $1.2M
Wealth Management Partners, LLC 0.42% Add +1.4% 6,639 $1.2M
Pinnacle Financial Group, LLC / IL 0.40% Add +6.7% 6,687 $1.2M
WP Advisors, LLC 0.32% Reduce -0.6% 6,670 $1.2M
Clarion Wealth Managment Partners, LLC 1.29% — 6,668 $1.2M
Financial Perspectives, Inc 0.36% No change 6,667 $1.2M
Aspen Capital Management, LLC 0.33% Add +0.5% 6,656 $1.2M
Walkner Condon Financial Advisors LLC 0.21% Add +5.0% 6,571 $1.2M
Liberty Square Wealth Partners LLC 0.40% No change 6,567 $1.2M
Geometric Wealth Advisors 0.17% Reduce -0.6% 6,564 $1.2M
CVA Family Office, LLC 0.16% No change 6,561 $1.2M
Pinnacle Bancorp, Inc. 0.36% Add +7.6% 6,556 $1.2M
Rathbones Group PLC 0.01% Add +11.0% 6,550 $1.2M
Fidelis Capital Partners, LLC 0.11% Reduce -2.1% 6,524 $1.2M
Smithfield Trust Co 0.05% No change 6,560 $1.2M
Platform Technology Partners 0.30% No change 6,501 $1.1M
Redwood Financial Network Corp 0.77% Reduce -1.1% 6,489 $1.1M
Capital Management Associates, Inc 0.36% Reduce -50.1% 6,434 $1.1M
Kohmann Bosshard Financial Services, LLC 0.13% Add +3.3% 6,433 $1.1M
InTrack Investment Management Inc 0.76% New 6,404 $1.1M
Whipplewood Advisors, LLC 0.62% Reduce -64.6% 6,370 $1.1M
WASHINGTON TRUST Co 0.04% Reduce -2.1% 6,353 $1.1M
Evernest Financial Advisors, LLC 0.36% Reduce -0.1% 6,325 $1.1M
Ardent Capital Management, Inc. 0.54% No change 6,315 $1.1M
Abbot Financial Management, Inc. 0.51% Add +7.7% 6,273 $1.1M
Southland Equity Partners LLC 0.24% Reduce -19.3% 6,269 $1.1M
Endowment Wealth Management, Inc. 0.57% Add +9.9% 6,263 $1.1M
Ascentis Independent Advisors 0.20% Reduce -0.5% 6,259 $1.1M
Global Financial Private Client, LLC 0.41% Reduce -0.1% 6,235 $1.1M
Cannon Financial Strategists, Inc. 0.17% No change 6,221 $1.1M
Crescent Grove Advisors, LLC 0.11% Add +17.9% 6,149 $1.1M
Roman Butler Fullerton & Co. 0.32% New 6,022 $1.1M
Aurelius Family Office LLC 0.51% Reduce -1.0% 6,150 $1.1M
Battery Global Advisors, LLC 0.54% No change 6,113 $1.1M
Wimmer Associates 1, LLC 0.56% Reduce -0.7% 6,146 $1.1M
Wealthcare Capital Partners, LLC 0.55% Reduce -12.6% 6,136 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Add +187.0% 6,095 $1.1M
Lanark Financial, Inc. 0.09% Add +5.2% 6,128 $1.1M
Teachers Insurance & Annuity Association of America 1.35% No change 6,126 $1.1M
Galvin, Gaustad & Stein, LLC 0.09% Add +1.3% 6,125 $1.1M
Obermeyer Wealth Partners 0.05% Add +9.5% 6,125 $1.1M
Cohen Investment Advisors LLC 0.56% Add +4.2% 6,028 $1.1M
Pecaut & Co. 0.35% Add +18.9% 6,027 $1.1M
Advocacy Wealth Management, LLC 0.07% No change 6,020 $1.1M
Country Club Bank 0.07% Add +0.3% 6,002 $1.1M
Hidden Cove Wealth Management, LLC 0.77% Reduce -0.7% 5,997 $1.1M
Oak Wealth Advisors LLC 0.68% Reduce -5.5% 5,930 $1.1M
Copia Wealth Management 0.89% Reduce -5.3% 5,957 $1.1M
Fort Sheridan Advisors LLC 0.15% Reduce -2.5% 5,953 $1.1M
Rockwood Wealth Management, LLC 0.09% Reduce -0.4% 5,943 $1.1M
Brave Asset Management Inc. 0.28% Reduce -8.7% 5,913 $1.0M
Rather & Kittrell, Inc. 0.21% Add +0.1% 5,898 $1.0M
Unconventional Investor, LLC 0.58% Reduce -0.2% 5,891 $1.0M
Klingman & Associates, LLC 0.06% Add +33.2% 5,871 $1.0M
XY Planning Network, Inc. 0.35% Add +15.1% 5,848 $1.0M
Noesis Capital Mangement Corp. 0.18% Reduce -6.0% 5,838 $1.0M
Keener Financial Planning LLC 0.51% Add +32.4% 5,812 $1.0M
Cibc World Market Inc. 0.00% Add +9.9% 5,770 $1.0M
Aspen Wealth Management LLC 0.25% Reduce -2.2% 5,763 $1.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.13% Add +1.7% 5,756 $1.0M
Retirement Income Solutions, Inc. 0.19% Reduce -3.7% 5,758 $1.0M
Baring Financial LLC 0.76% Reduce -7.0% 5,737 $1.0M
Kathleen S. Wright Associates Inc. 0.40% Add +0.4% 5,732 $1.0M
Peak Financial Management, Inc. 0.29% Reduce -0.3% 5,720 $1.0M
Stratos Investment Management, LLC 0.05% Add +66.6% 5,719 $1.0M
Trust Co. of Toledo NA 0.11% New 5,718 $1.0M
Security National Bank of So Dak 0.55% No change 5,717 $1.0M
Gould Asset Management LLC 0.20% Add +0.3% 5,705 $1.0M
Colonial Trust Co / SC 0.15% No change 5,686 $1.0M
Foster & Motley Inc. 0.06% Add +0.2% 5,683 $1.0M
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,670 $1.0M
Bedel Financial Consulting, Inc. 0.14% Add +0.2% 5,646 $998K
AMG National Trust Bank 0.03% Add +34.9% 5,640 $997K
Berkeley Capital Partners, LLC 0.25% Reduce -0.1% 5,633 $996K
Inspirion Wealth Advisors, LLC 0.13% No change 5,624 $994K
Texas Capital Bank Wealth Management Services Inc 0.09% Reduce -2.2% 5,618 $993K
Barry Investment Advisors, LLC 0.25% Reduce -0.7% 5,586 $993K
Cedar Mountain Advisors, LLC 0.21% No change 5,606 $991K
Bull Oak Capital, LLC 0.45% Reduce -0.0% 5,606 $991K
Creekside Partners 0.47% No change 5,597 $989K
BridgePort Financial Solutions, LLC 0.33% Reduce -0.0% 5,578 $986K
Golden State Wealth Management, LLC 0.12% Add +1.7% 5,569 $984K
Capstone Wealth Management Group LLC 0.72% Add +0.9% 5,568 $984K
Global Trust Asset Management, LLC 0.53% Reduce -33.4% 5,562 $983K
Advisor OS, LLC 0.10% Add +47.8% 5,554 $982K
Beese Fulmer Investment Management, Inc. 0.07% Add +4.7% 5,539 $979K
Patron Partners, LLC 0.48% Reduce -12.6% 5,498 $972K
Checchi Capital Advisers, LLC 0.07% Reduce -2.4% 5,487 $970K
Brian Low Financial Group, LLC 0.90% — 5,455 $964K
Snider Financial Group 0.28% Reduce -6.0% 5,453 $964K
Texas Bank & Trust Co 0.38% No change 5,446 $963K
Edgestream Partners, L.P. 0.03% Add +193.7% 5,446 $963K
Verity Asset Management, Inc. 0.46% Reduce -49.2% 5,435 $961K
Discipline Wealth Solutions, LLC 0.37% Add +43.7% 5,425 $959K
Hutchens & Kramer Investment Management Group, LLC 0.44% Add +2.4% 5,363 $958K
Serenus Wealth Advisors, LLC 0.16% Add +275.6% 5,413 $957K
Estate Counselors, LLC 0.09% Reduce -84.8% 5,412 $957K
Libra Wealth LLC 0.31% Add +67.6% 5,398 $954K
Ofc Financial Planning, LLC 1.01% Add +0.2% 5,388 $952K
Bowman & Co S.C. 0.43% Reduce -13.0% 5,380 $951K
Laird Norton Wetherby Wealth Management, LLC 0.04% — 5,333 $943K
Gerber, LLC 0.66% Add +9.9% 5,316 $940K
Vantage Financial Partners, LLC 0.22% Add +2.2% 5,315 $939K
Caitlin John, LLC 0.85% Reduce -11.3% 5,303 $937K
J Hagan Capital, Inc. 0.63% Add +130.8% 5,273 $936K
626 Financial, LLC 0.44% No change 5,287 $934K
InvesTrust 0.36% Reduce -12.0% 5,268 $931K
Prostatis Group LLC 0.27% Reduce -74.5% 5,267 $931K
Annandale Capital, LLC 0.17% No change 5,261 $930K
PKS Advisory Services, LLC 0.23% Reduce -0.5% 5,242 $930K
CFS Investment Advisory Services, LLC 0.08% Add +241.0% 5,248 $928K
Allied Investment Advisors, LLC 0.16% Add +30.5% 5,246 $927K
Tarbox Family Office, Inc. 0.14% Add +42.5% 5,239 $926K
Armbruster Capital Management, Inc. 0.17% No change 5,238 $926K
KPP Advisory Services LLC 0.15% Reduce -6.8% 5,238 $926K
Brown Miller Wealth Management, LLC 0.29% No change 5,220 $923K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -27.3% 5,205 $920K
Stelac Advisory Services LLC 0.35% No change 5,200 $919K
Midwest Financial Group LLC 0.48% No change 5,192 $918K
Capital Investment Counsel, LLC 0.14% New 5,191 $917K
ORG Partners LLC 0.20% Reduce -2.2% 5,101 $916K
O'Connor Financial Group LLC 0.40% Add +14.2% 5,091 $915K
Longview Financial Advisors, Inc. 0.77% Reduce -15.7% 5,155 $911K
Cape Cod Five Cents Savings Bank 0.08% No change 5,212 $910K
Horan Securities, Inc. 0.32% Add +41.7% 5,129 $907K
Essex Bank 0.22% No change 5,127 $906K
Atticus Wealth Management, LLC 0.24% Reduce -0.9% 5,114 $904K
Silver Oak Advisory Group, Inc. 0.44% Add +5.8% 5,111 $903K
Latitude Advisors, LLC 0.45% Add +0.3% 5,084 $899K
Allegheny Financial Group 0.20% Add +17.0% 5,083 $899K
MJP Associates Inc. 0.13% Add +63.9% 5,083 $898K
Alaska Wealth Advisors, LLC 0.13% Reduce -5.1% 5,076 $897K
TruNorth Capital Management, LLC 0.20% No change 5,075 $897K
C M Bidwell & Associates Ltd. 0.46% No change 5,068 $896K
Intrua Financial, LLC 0.13% Reduce -1.9% 5,031 $889K
FC Advisory LLC 0.27% Add +1.9% 5,029 $889K
TFC Financial Management, Inc. 0.12% Reduce -7.4% 5,011 $888K
Elevatus Welath Management 0.30% Reduce -25.7% 5,018 $887K
Zacks Investment Management 0.01% Reduce -9.2% 5,010 $886K
Howe & Rusling Inc. 0.07% Reduce -3.1% 5,010 $885K
Lam Group, Inc. 0.59% No change 5,005 $885K
Sagespring Wealth Partners, LLC 0.02% Add +15.6% 5,004 $884K
Fairscale Capital, LLC 0.64% Add +16.0% 4,991 $884K
Brown, Lisle/Cummings, Inc. 0.23% Add +5.3% 4,987 $881K
Calamos Wealth Management LLC 0.04% Reduce -3.2% 4,982 $881K
Heritage Investment Group, Inc. 0.15% No change 4,980 $880K
Silver Coast Investments LLC 0.32% Add +1.6% 4,979 $880K
Accelerate Investment Advisors LLC 0.65% Add +5.6% 4,976 $879K
James J. Burns & Company, LLC 0.14% Reduce -0.8% 4,966 $878K
Sutton Place Investors LLC 0.53% No change 4,965 $878K
Rf&l Wealth Management, LLC 0.56% Add +9.2% 4,958 $876K
Accredited Investor Services, LLC 0.66% Add +29.9% 4,952 $875K
Private Client Services, LLC 0.34% Reduce -18.0% 4,938 $873K
First National Trust Co 0.03% Reduce -6.3% 4,933 $872K
River Wealth Advisors LLC 0.11% Add +54.3% 4,928 $871K
Curtis Advisory Group, LLC 0.22% Reduce -0.0% 4,927 $871K
Petix & Botte Co 0.21% Reduce -19.3% 4,894 $865K
Lumbard & Kellner, LLC 0.38% No change 4,893 $865K
Massachusetts Financial Services Co. 0.00% Add +18.9% 4,887 $864K
Talisman Wealth Advisors LLC 0.79% No change 4,886 $863K
Vaughan David Investments LLC 0.02% Add +305.8% 4,874 $861K
Buska Wealth Management, LLC 0.24% Add +0.6% 4,872 $861K
Elios Financial Group Inc. 0.39% Reduce -6.1% 4,861 $859K
Round Rock Advisors LLC 0.15% Reduce -31.6% 4,860 $859K
Guardian Wealth Advisors, LLC / NC 0.06% Add +2.3% 4,830 $858K
LaFleur & Godfrey LLC 0.11% Reduce -3.3% 4,822 $852K
Continuum Wealth Advisors, LLC 0.41% Reduce -7.7% 4,820 $852K
Onyx Bridge Wealth Group LLC 0.11% No change 4,819 $852K
Waterfront Wealth Inc. 0.19% Add +1.1% 4,810 $850K
Corepath Wealth Partners LLC 0.72% No change 4,724 $849K
KG Capital Management 0.25% Add +20.2% 4,771 $843K
Foundation Wealth Management, LLC\PA 0.36% Reduce -0.7% 4,757 $841K
Allie Family Office LLC 0.42% No change 4,736 $840K
Rede Wealth, LLC 0.30% Add +19.3% 4,749 $839K
Tennessee Valley Asset Management Partners 0.21% Reduce -30.8% 4,739 $838K
Northwest Bancshares, Inc. 0.15% Reduce -0.1% 4,737 $837K
Jackson, Grant Investment Advisers, Inc. 0.31% Add +0.2% 4,733 $837K
Dearborn Partners LLC 0.04% Add +0.3% 4,729 $836K
Venturi Wealth Management, LLC 0.04% Reduce -0.7% 4,700 $831K
Thompson Davis & Co., Inc. 0.56% Reduce -1.6% 4,682 $827K
Squarepoint Ops LLC 0.00% New 4,678 $827K
Prudential PLC 0.01% Reduce -20.7% 4,677 $827K
Old Second National Bank of Aurora 0.18% No change 4,664 $824K
Kraft, Davis & Associates, LLC 0.23% Reduce -13.6% 4,569 $821K
Rothschild Capital Partners, LLC 0.22% Add +3.5% 4,639 $820K
tru Independence LLC 0.24% Add +9.6% 4,616 $816K
Arrowroot Family Office, LLC 0.37% — 4,608 $814K
Weaver Consulting Group 0.22% Reduce -1.4% 4,594 $812K
Hancock Whitney Corp. 0.02% Add +1.9% 4,582 $810K
BLVD Private Wealth, LLC 0.76% — 4,576 $809K
Townsend Asset Management Corp. /NC/ 0.29% No change 4,574 $808K
Conservest Capital Advisors, Inc. 0.08% No change 4,569 $808K
Northstar Advisory Group, LLC 0.39% Reduce -1.2% 4,564 $807K
GWN Securities Inc. 0.15% Reduce -82.3% 4,524 $803K
Goepper Burkhardt LLC 0.30% Reduce -14.9% 4,539 $802K
Caldwell Sutter Capital, Inc. 0.37% Add +2.9% 4,533 $801K
X-Square Capital, LLC 0.29% Add +4.0% 4,531 $801K
Allspring Global Investments Holdings, LLC 0.00% Add +213.6% 4,472 $799K
Wrapmanager Inc. 0.19% Reduce -16.0% 4,516 $798K
Kavar Capital Partners Group, LLC 0.11% Add +8.7% 4,511 $797K
Headinvest, LLC 0.17% Reduce -15.6% 4,503 $796K
Linscomb Wealth, Inc. 0.04% Reduce -2.6% 4,494 $794K
Heritage Wealth Advisors 0.04% Add +18.5% 4,487 $793K
Trust Co. of Vermont 0.04% Add +0.7% 4,478 $791K
Transce3nd, LLC 0.33% Add +9.8% 4,460 $788K
Allred Capital Management, LLC 0.29% No change 4,425 $782K
Insight Inv LLC 0.52% No change 4,425 $782K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Reduce -4.9% 4,425 $782K
American Money Management, LLC 0.14% Reduce -0.5% 4,423 $782K
My Legacy Advisors, LLC 0.28% Reduce -0.1% 4,355 $781K
Diligent Investors, LLC 0.19% Reduce -4.3% 4,419 $781K
Wick Capital Partners, LLC 0.20% Add +179.5% 8,877 $776K
Outbound Financial Inc 0.71% — 4,385 $775K
1ST Source Bank 0.04% No change 4,380 $774K
Shufro Rose & Co. LLC 0.06% Reduce -2.2% 4,479 $774K
Ashford Advisors, LLC 0.18% Reduce -68.3% 1,361 $771K
M3 Advisory Group, LLC 0.53% Add +29.0% 4,357 $770K
Williams Jones Wealth Management, LLC. 0.01% Add +0.1% 4,345 $768K
Detalus Advisors, LLC 0.22% No change 4,335 $766K
PAX Financial Group, LLC 0.15% Reduce -40.9% 4,329 $765K
Mogy Joel R Investment Counsel Inc. 0.04% No change 4,315 $763K
Salem Investment Counselors Inc. 0.02% Reduce -5.5% 4,272 $759K
EFG Asset Management (Americas) Corp. 0.14% No change 4,286 $758K
Passive Capital Management, LLC. 0.24% No change 4,236 $756K
Horizon Investment Services, LLC 0.33% Reduce -3.2% 4,258 $753K
DecisionMap Wealth Management, LLC 0.51% Reduce -4.4% 4,238 $749K
Penobscot Wealth Management 0.27% New 4,221 $746K
Cassaday & Co Wealth Management LLC 0.02% Reduce -7.9% 4,214 $745K
First Community Trust NA 0.60% Add +0.6% 4,201 $742K
BlueSky Wealth Advisors, LLC 0.11% No change 4,199 $742K
Lincoln Capital LLC 0.14% Reduce -0.6% 4,174 $738K
Busey Bank 0.02% Add +7.4% 4,167 $736K
Bristlecone Advisors, LLC 0.06% Reduce -29.9% 4,156 $735K
Grove Street Fiduciary, LLC 0.35% Reduce -3.5% 4,149 $733K
Ferguson Wellman Capital Management, Inc. 0.01% No change 4,143 $732K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $732K
DGS Capital Management, LLC 0.15% Add +6.2% 4,130 $730K
Pacific Point Advisors, LLC 0.40% No change 4,129 $730K
Keystone Financial Group, Inc. 0.46% Reduce -0.2% 4,092 $727K
CWC Advisors, LLC. 0.37% Add +6.1% 4,088 $723K
Tanglewood Legacy Advisors, LLC 0.30% No change 4,080 $721K
Patten Group, Inc. 0.15% Reduce -0.7% 4,057 $717K
Hamilton Point Investment Advisors, LLC 0.12% No change 4,034 $717K
Bouchey Financial Group, Ltd. 0.06% No change 4,046 $716K
apricus wealth, LLC 0.42% Add +11.7% 4,050 $716K
Capital Advisors Inc. 0.01% Reduce -18.2% 4,050 $716K
Team Hewins, LLC 0.26% Reduce -46.5% 4,019 $714K
Winebrenner Capital Management LLC 0.58% Add +2.6% 4,038 $714K
Apollon Financial, LLC 0.15% Reduce -2.0% 4,037 $713K
Holos Integrated Wealth LLC 0.43% No change 4,003 $712K
Richard W. Paul & Associates, LLC 0.26% Reduce -1.3% 4,026 $712K
WPG Advisers, LLC 0.60% Add +2.4% 4,013 $709K
Syntegra Private Wealth Group, LLC 0.07% Add +6.7% 4,012 $709K
Triangle Securities Wealth Management 0.17% Add +3.0% 4,012 $709K
Heritage Financial Services, LLC 0.07% Add +33.0% 4,006 $708K
Uhlmann Price Securities, LLC 0.50% Reduce -5.6% 4,003 $707K
Code Waechter LLC 0.50% No change 4,000 $707K
Raleigh Capital Management Inc. 0.30% Reduce -0.8% 3,998 $707K
Smith Asset Management Co., LLC 0.61% Add +9.1% 3,990 $705K
RPG Investment Advisory, LLC 0.09% Reduce -51.3% 3,986 $704K
Private Management Group Inc. 0.02% Add +19.4% 3,974 $702K
Dynamic Financial Group 0.67% Add +70.8% 3,943 $697K
CPR Investments Inc. 0.54% Add +8.7% 3,936 $696K
Summit Wealth Partners, LLC 0.13% Add +1.5% 3,932 $695K
NCM Capital Management, LLC 0.28% Reduce -0.6% 3,927 $694K
1900 Wealth Management LLC 0.05% No change 3,919 $693K
Crewe Advisors LLC 0.10% Add +305.9% 3,913 $692K
CGC Financial Services, LLC 0.23% No change 3,909 $691K
JP Wealth Management, Inc. 0.52% No change 3,900 $689K
JT Stratford LLC 0.10% Reduce -6.0% 3,881 $686K
Icon Wealth Advisors, LLC 0.05% Reduce -3.1% 3,880 $686K
Roehl & Yi Investment Advisors, LLC 0.35% Add +5.0% 3,859 $682K
One Wealth Advisors, LLC 0.09% No change 3,851 $681K
Fort Point Capital Partners LLC 0.07% Add +18.2% 3,829 $680K
Roxbury Financial LLC 0.66% Add +2.6% 3,831 $677K
Breakwater Investment Management 0.26% Add +11.5% 3,817 $675K
Twin City Private Wealth, LLC 0.55% Reduce -7.9% 3,790 $673K
Adell Harriman & Carpenter Inc. 0.04% Reduce -8.0% 3,802 $672K
Everpar Advisors LLC 0.30% Reduce -5.0% 3,796 $671K
Westmount Partners, LLC 0.18% No change 3,787 $669K
Glen Eagle Advisors, LLC 0.10% Reduce -0.1% 3,778 $668K
180 Wealth Advisors, LLC 0.09% Add +16.0% 3,777 $668K
SJS Investment Consulting Inc. 0.11% Add +1.7% 3,751 $663K
J. Safra Sarasin Holding AG 0.01% No change 3,750 $663K
First National Advisers, LLC 0.10% Add +13.4% 3,743 $662K
Life Planning Partners, Inc 0.52% Add +9.8% 3,724 $658K
Brown Brothers Harriman & Co. 0.00% Reduce -2.0% 3,719 $657K
Trail Ridge Investment Advisors, LLC 0.32% Add +1.0% 3,702 $655K
Hartford Funds Management Co LLC 0.06% Add +59.4% 3,705 $655K
Archer Investment Corp 0.16% Reduce -2.0% 3,693 $653K
LMG Wealth Partners, LLC 0.13% Reduce -4.5% 3,689 $652K
ARK & TLK Investments, LLC 0.21% Reduce -2.8% 3,688 $652K
Farmers & Merchants Investments Inc. 0.02% Add +1.8% 3,687 $652K
American National Bank & Trust 0.07% Reduce -0.7% 3,676 $650K
Fielder Capital Group LLC 0.17% No change 3,668 $648K
Pines Wealth Management, LLC 0.23% Add +42.0% 3,605 $648K
Level Wealth Management LLC 0.38% No change 3,656 $646K
River Street Advisors LLC 0.28% Add +28.5% 3,652 $645K
Brooklyn Investment Group 0.08% Add +7.1% 3,647 $645K
TrueWealth Advisors, LLC 0.19% Reduce -0.1% 3,644 $644K
Wellington Capital Management, Inc. 0.96% — 3,642 $644K
Veltria Advisors Corp. 0.43% New 3,640 $643K
Cypress Wealth Services, LLC 0.11% Reduce -3.5% 3,628 $641K
Eagle Global Advisors LLC 0.03% Add +1.4% 3,620 $640K
Balanced Rock Investment Advisors LLC 0.50% Add +22.5% 3,603 $637K
Indiana Trust & Investment Management Co 0.21% Add +1.6% 3,601 $636K
Planned Solutions, Inc. 0.24% No change 3,592 $635K
Murphy Pohlad Asset Management LLC 0.27% No change 3,591 $635K
Ariston Services Group 0.45% Add +5.1% 3,591 $635K
Planning Center, Inc. 0.07% Reduce -1.0% 3,585 $634K
Arlington Financial Advisors, LLC 0.10% Reduce -52.4% 3,570 $631K
L. Roy Papp & Associates, LLP 0.07% Add +0.1% 3,567 $630K
Jefferies Financial Group Inc. 0.01% Add +111.3% 3,556 $628K
Certuity, LLC 0.06% Reduce -6.9% 3,543 $626K
Heritage Trust Co 0.07% No change 3,543 $626K
Sentinel Pension Advisors, LLC 0.10% Add +4.8% 3,527 $623K
Proffitt & Goodson Inc. 0.09% No change 3,521 $622K
Shira Ridge Wealth Management 0.28% Reduce -1.4% 3,496 $618K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +0.3% 3,492 $617K
Windsor Capital Management, LLC 0.18% Reduce -0.3% 3,482 $615K
Envision Financial Planning, LLC 0.29% New 3,476 $614K
Catalyst Financial Partners LLC 0.07% Add +20.8% 3,473 $614K
Red Door Wealth Management, LLC 0.07% Add +0.4% 3,461 $612K
Hudock, Inc. 0.10% Add +0.2% 3,446 $609K
Portland Financial Advisors Inc 1.46% No change 3,444 $609K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,437 $607K
Tilson Financial Group, Inc. 0.23% Reduce -2.0% 3,436 $607K
DDD Partners, LLC 0.07% Reduce -1.7% 3,432 $606K
Austin Asset Management Co Inc 0.12% Reduce -1.9% 3,431 $606K
Independent Wealth Network Inc. 0.22% Add +57.3% 3,395 $600K
Carl P. Sherr & Co., LLC 0.30% Reduce -2.0% 3,381 $598K
Hill Investment Group Partners, LLC 0.08% Add +6.8% 3,379 $597K
FAS Wealth Partners, Inc. 0.04% Reduce -0.3% 3,371 $596K
Charles Schwab Investment Management Inc. 0.00% Reduce -99.8% 3,354 $593K
VPR Management LLC 0.28% No change 3,350 $592K
JFG Wealth Management, LLC 0.12% Reduce -3.7% 3,347 $592K
SVB Wealth LLC 0.03% New 3,343 $591K
Altiora Financial Group, LLC 0.12% No change 3,342 $591K
Capital Group Private Client Services, Inc. 0.01% Add +11.8% 3,341 $590K
Allen Capital Group, LLC 0.06% Add +6.8% 3,335 $589K
Legacy Private Trust Co. 0.04% No change 3,332 $589K
Samalin Investment Counsel, LLC 0.23% Add +41.5% 3,330 $589K
Pacific Sage Partners, LLC 0.12% Add +7.3% 3,321 $587K
Mason Investment Advisory Services, Inc. 0.03% Reduce -3.7% 3,316 $586K
Nicholson Meyer Capital Management, Inc. 0.50% Add +65.8% 3,312 $585K
Financial Gravity Companies, Inc. 0.11% — 3,306 $584K
Sage Financial Management Group, Inc. 0.20% No change 3,302 $584K
Investmark Advisory Group LLC 0.27% Add +3.4% 3,300 $583K
Alteri Wealth LLC 0.23% Add +1.7% 3,299 $583K
Bogart Wealth, LLC 0.02% Reduce -1.2% 3,282 $580K
Finward Bancorp 0.46% Reduce -0.2% 3,277 $579K
Colony Family Offices, LLC 0.15% No change 3,253 $578K
Hall Capital Management Co. Inc. 0.24% Reduce -7.2% 3,259 $576K
Cathy Pareto & Associates, Inc. 0.47% Reduce -6.4% 3,248 $574K
Blue Chip Partners, LLC 0.05% Add +21.4% 3,232 $571K
Waller Financial Planning Group, Inc. 0.14% Reduce -7.2% 3,232 $571K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.3% 3,228 $571K
Ullmann Wealth Partners Group, LLC 0.07% No change 3,227 $570K
Total Clarity Wealth Management, Inc. 0.16% Reduce -11.0% 3,221 $569K
Yoder Wealth Management, Inc. 0.30% No change 3,218 $569K
Towercrest Capital Management 0.10% No change 3,208 $567K
Means Investment Co., Inc. 0.05% Add +2.7% 3,195 $565K
GSG Advisors LLC 0.16% No change 3,193 $564K
BTG Pactual Asset Management US LLC 0.08% Add +0.1% 3,184 $563K
SpringVest Wealth Management LLC 0.46% No change 3,164 $562K
Sierra Ocean, LLC 0.41% No change 3,180 $562K
Milestone Asset Management Group, LLC 0.41% Add +11.1% 3,160 $558K
Cornerstone Advisors Asset Management, LLC 0.11% Reduce -66.2% 3,158 $558K
Peoples Financial Services Corp. 0.27% No change 3,144 $556K
First Commonwealth Financial Corp 0.12% Reduce -47.2% 3,139 $555K
Potomac Fund Management Inc. 0.03% Reduce -1.2% 3,131 $554K
Stonebridge Financial Planning Group, LLC 0.23% Add +9.4% 3,135 $554K
Burney Co./ 0.02% Reduce -22.8% 3,133 $554K
NorthRock Partners, LLC 0.01% Reduce -10.2% 3,111 $553K
Encompass Wealth Advisors, LLC 0.20% No change 3,120 $551K
10Elms LLP 0.61% Reduce -13.8% 3,111 $550K
Barnes Wealth Management Group, Inc 0.32% Reduce -3.5% 3,107 $549K
Howard Bailey Securities, LLC 0.17% Reduce -6.5% 3,106 $549K
Independent Solutions Wealth Management, LLC 0.11% Reduce -6.8% 3,104 $549K
Trilogy Capital Inc. 0.03% Reduce -3.6% 3,090 $546K
Cladis Investment Advisory, LLC 0.34% Add +54.4% 3,088 $546K
Legacy Financial Group LLC 0.08% No change 3,082 $545K
Putney Financial Group LLC 0.55% Reduce -2.4% 3,075 $543K
Henshaw Capital LLC 0.02% No change 3,075 $543K
Baron Wealth Management LLC 0.19% No change 3,075 $543K
CM Wealth Advisors LLC 0.16% No change 3,048 $542K
Cherrydale Wealth Management, LLC 0.19% New 3,064 $542K
Gries Financial LLC 0.10% Add +14.5% 3,041 $537K
HBW Advisory Services LLC 0.07% Reduce -10.3% 3,041 $537K
Essential Partners LLC 0.21% — 3,035 $536K
Elser Financial Planning, Inc 0.67% Add +69.0% 3,022 $534K
Axis Wealth Partners, LLC 0.35% Reduce -20.1% 3,017 $533K
Quartz Partners, LLC 0.24% New 3,012 $532K
Holland Advisory Services, Inc. 0.78% No change 3,008 $532K
Traphagen Investment Advisors LLC 0.05% Reduce -0.0% 3,000 $530K
New Republic Capital, LLC 0.19% Add +84.0% 2,978 $529K
SilverOak Wealth Management LLC 0.10% Reduce -0.0% 2,994 $529K
Cambiar Investors LLC 0.02% Reduce -84.1% 2,986 $528K
Harris Associates (Oakmark Funds) 0.00% Reduce -51.1% 2,982 $527K
German American Bancorp, Inc. 0.05% No change 2,979 $527K
Wisconsin Wealth Advisors, LLC 0.60% Add +71.7% 2,944 $520K
Sound Income Strategies, LLC 0.03% Reduce -5.3% 2,942 $520K
Silverlake Wealth Management LLC 0.15% Add +65.8% 2,932 $518K
Aprio Wealth Management, LLC 0.06% Add +0.6% 2,930 $518K
Wealth Dimensions Group, Ltd. 0.11% Add +5.6% 2,922 $516K
Fiduciary Group, LLC 0.05% Add +4.4% 2,910 $514K
Juncture Wealth Strategies, LLC 0.18% Reduce -4.7% 2,908 $514K
Resolute Wealth Advisor, Inc. 0.29% — 2,613 $513K
Coordinated Financial Services, Inc. 0.36% — 2,899 $512K
Leading Edge Financial Planning LLC 0.14% Reduce -7.5% 2,897 $512K
Calydon Capital 0.05% New 8,503 $509K
Asset Allocation Strategies LLC 0.11% Reduce -42.0% 2,855 $505K
Cambridge Advisors Inc. 0.11% No change 2,850 $504K
Meridian Wealth Advisors, LLC 0.08% No change 2,841 $502K
Meritage Portfolio Management 0.03% Reduce -0.4% 2,836 $501K
Patton Albertson Miller Group, LLC 0.07% No change 2,835 $501K
Archer Investment Management, LLC 0.36% Reduce -6.2% 2,827 $500K
Abound Wealth Management 0.14% Add +28.1% 2,827 $500K
GatePass Capital, LLC 0.34% Add +22.0% 2,825 $499K
Ballast, Inc. 0.13% No change 2,811 $497K
Dover Advisors, LLC 0.22% No change 2,805 $496K
4Thought Financial Group Inc. 0.26% Reduce -68.3% 2,804 $496K
Highland Financial Advisors, LLC 0.16% Reduce -2.5% 2,800 $495K
Evercore Wealth Management, LLC 0.01% Reduce -7.4% 2,800 $495K
Blue Bell Private Wealth Management, LLC 0.08% Add +3.4% 2,798 $495K
GTS Securities LLC 0.02% New 2,790 $493K
Graypoint LLC 0.03% Add +2.1% 2,786 $492K
Beacon Capital Management, LLC 0.07% Reduce -46.3% 2,773 $490K
Next Capital Management LLC 0.18% Add +10.1% 2,765 $489K
West Financial Advisors, LLC 0.09% Add +73.6% 2,765 $489K
Moseley Investment Management Inc. 0.17% Reduce -0.9% 2,763 $488K
Bradley Foster & Sargent Inc. 0.01% Add +12.5% 2,758 $487K
Sunbelt Securities, Inc. 0.04% Add +17.0% 2,856 $484K
ICONIQ Capital, LLC 0.01% Reduce -1.7% 2,724 $481K
WFA Asset Management Corp 0.27% Add +128.4% 2,999 $481K
Rothschild Investment LLC 0.03% Add +4.0% 2,722 $481K
Bank of New Hampshire 0.12% Add +1.9% 2,720 $481K
Cannell & Spears LLC 0.01% Add +6.2% 2,714 $480K
Garland Capital Management Inc. 1.52% Reduce -13.7% 2,709 $479K
SC&H Financial Advisors, Inc. 0.08% No change 2,709 $479K
First National Bank of Mount Dora, Trust Investment Services 0.11% No change 2,708 $479K
Arthur M. Cohen & Associates, LLC 0.08% No change 2,704 $478K
Cullen/Frost Bankers, Inc. 0.01% Reduce -38.5% 2,702 $477K
Portland Global Advisors LLC 0.06% Add +79.9% 2,699 $477K
First Business Financial Services, Inc. 0.04% No change 2,689 $475K
McGlone Suttner Wealth Management, Inc. 0.07% No change 2,688 $475K
Weatherly Asset Management L. P. 0.04% No change 2,653 $471K
Alliance Wealth Management Group 0.12% No change 2,656 $469K
Baker Tilly Wealth Management, LLC 0.17% Reduce -27.2% 2,654 $469K
Safeguard Investment Advisory Group, LLC 0.12% No change 2,652 $469K
Northcape Wealth Management, LLC 0.14% New 2,649 $468K
Edge Financial Advisors LLC 0.25% Add +36.6% 2,633 $468K
Harbor Group, Inc. 0.08% Add +45.6% 2,646 $468K
ZynergyRetirementPlanningLLC 0.31% Reduce -2.0% 2,643 $467K
Ariadne Wealth Management, LP 0.22% No change 2,583 $467K
Hantz Financial Services, Inc. 0.01% Reduce -19.4% 2,640 $467K
Selective Wealth Management, Inc. 0.17% Reduce -58.6% 2,616 $466K
Fulton Bank, N.A. 0.02% No change 2,636 $466K
Glassman Wealth Services 0.07% Reduce -19.9% 2,627 $464K
Prudent Man Investment Management, Inc. 0.26% No change 2,739 $464K
Strid Group, LLC 0.07% No change 2,621 $463K
Continental Investors Services, Inc. 0.83% Add +4.6% 2,620 $463K
Financial Insights, Inc. 0.17% Add +88.5% 2,619 $463K
Mullooly Asset Management, Inc. 0.19% Reduce -40.8% 2,612 $462K
Goldstein Advisors, LLC 0.06% No change 2,612 $462K
Patten & Patten Inc. 0.03% No change 2,612 $462K
Landaas & Co. /Wi 0.11% Reduce -11.6% 2,609 $461K
Center For Asset Management LLC 0.28% Add +7.3% 2,714 $459K
Madison Wealth Partners, Inc 0.10% Add +16.8% 2,582 $456K
Chapman Financial Group, LLC 0.39% — 2,581 $456K
Barlow Wealth Partners, LLC 0.05% No change 2,552 $456K
L.M. Kohn & Company 0.12% Reduce -11.9% 2,573 $455K
Able Wealth Management LLC 0.23% New 2,570 $454K
Spinnaker Trust 0.03% Add +1.1% 2,567 $454K
Summit Global Investments 0.03% Reduce -9.4% 2,557 $452K
FSM Wealth Advisors, LLC 0.07% Add +78.5% 2,536 $452K
Kingsman Wealth Management, Inc. 0.28% Add +0.8% 2,552 $451K
Kelly Financial Services LLC 0.13% Add +3.9% 2,534 $448K
Argentarii, LLC 0.21% Add +5.4% 2,530 $447K
MKT Advisors LLC 0.18% Reduce -0.2% 2,500 $446K
Tenon Financial LLC 0.20% Add +0.2% 2,516 $445K
Strategic Wealth Partners, Ltd. 0.03% — 2,508 $443K
Prosperity Financial Group, Inc. 0.19% Reduce -1.5% 2,504 $443K
Robinson Smith Wealth Advisors LLC 0.35% No change 2,501 $442K
DiNuzzo Private Wealth, Inc. 0.05% No change 2,485 $439K
O'ROURKE & COMPANY, Inc 0.20% No change 2,480 $438K
Brookwood Investment Group LLC 0.07% Reduce -4.7% 2,480 $438K
Bryant Woods Investment Advisors, LLC 0.19% No change 2,475 $437K
Cidel Asset Management Inc. 0.03% No change 2,475 $437K
Summit Asset Management, LLC 0.07% Reduce -7.5% 2,465 $436K
Proficio Capital Partners LLC 0.03% Reduce -19.6% 2,455 $434K
Opulen Financial Group LLC 0.36% New 2,454 $434K
Merrion Investment Management Co, LLC 0.28% Add +7.7% 2,450 $433K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -13.8% 2,445 $432K
NewSquare Capital LLC 0.03% No change 2,439 $431K
Lazard Asset Management LLC 0.00% Add +11.1% 2,443 $431K
J. W. Coons Advisors, LLC 0.10% No change 2,438 $431K
WealthPlan Investment Management, LLC 0.03% Add +37.1% 2,426 $429K
Mathes Company, Inc. 0.16% No change 2,413 $426K
Verus Financial Partners, Inc. 0.04% Reduce -1.6% 2,390 $426K
Montis Financial, LLC 0.12% No change 2,410 $426K
SFE Investment Counsel 0.07% New 2,406 $425K
Bailard, Inc. 0.01% Add +14.3% 2,406 $425K
Carr Financial Group Corp 0.13% No change 2,401 $424K
ARS Wealth Advisors Group, LLC 0.05% No change 2,399 $424K
BetterWealth, LLC 0.11% No change 2,395 $423K
FWL Investment Management, LLC 0.13% Reduce -11.2% 2,388 $422K
Ironwood Investment Counsel, LLC 0.07% Reduce -16.1% 2,381 $421K
Fortis Capital Management LLC 0.07% No change 2,369 $419K
Realta Investment Advisors 0.17% Add +68.3% 2,366 $418K
Lantern Wealth Advisors, LLC 0.25% — 266 $417K
Austin Wealth Management, LLC 0.07% Reduce -0.3% 2,343 $415K
Genesis Private Wealth, LLC 0.20% Add +0.4% 2,343 $414K
Sfmg, LLC 0.03% Add +22.6% 2,340 $414K
Naviter Wealth, LLC 0.05% No change 2,309 $410K
Client 1ST Advisory Group, LLC 0.15% No change 2,318 $410K
First Citizens Bank & Trust Co. 0.01% Add +6.8% 2,317 $410K
Cornerstone Financial Group, LLC 0.35% No change 2,316 $409K
American State Bank (Iowa) 0.23% Add +86.8% 2,309 $408K
Solidarity Wealth, LLC 0.10% No change 2,293 $407K
Triad Wealth Partners, LLC 0.08% New 2,303 $407K
Oakworth Capital, Inc. 0.03% No change 2,285 $404K
Sonora Investment Management Group, LLC 0.03% Add +76.3% 2,282 $403K
Synergy Financial Group, LTD 0.30% Reduce -1.4% 2,272 $402K
Fairview Capital Investment Management, LLC 0.02% No change 2,272 $402K
Innova Wealth Partners 0.24% No change 2,269 $401K
Panoramic Investment Advisors, LLC 0.25% New 2,262 $400K
Horizon Wealth Management, LLC 0.07% Reduce -1.4% 2,260 $399K
Convergence Financial, LLC 0.07% Add +7.8% 2,259 $399K
Sachem Hill LLC 0.08% Reduce -1.1% 2,248 $397K
Wealth Group Ltd 0.10% Reduce -0.9% 2,247 $397K
Avalon Capital Management 0.11% Add +45.3% 2,238 $396K
Armstrong Advisory Group, Inc. 0.03% Add +27.9% 2,235 $395K
John W. Brooker & Co., CPAs 0.93% New 2,201 $395K
Stone House Investment Management, LLC 0.07% Add +230.4% 2,227 $394K
Note Advisors, LLC 0.27% Reduce -40.5% 2,218 $392K
Redhawk Wealth Advisors, Inc. 0.05% Add +14.2% 2,213 $391K
Lionshead Wealth Management, LLC 0.36% Reduce -24.0% 2,201 $391K
jvl associates llc 0.14% Add +6.9% 2,209 $390K
Croban 0.33% No change 2,209 $390K
Wealth Quarterback LLC 0.18% Reduce -12.6% 2,200 $389K
Quadrant Private Wealth Management, LLC 0.08% New 2,188 $389K
Integral Investment Advisors, Inc. 0.11% Add +27.9% 2,199 $389K
Philip James Wealth Mangement, LLC 0.05% No change 2,196 $388K
DB Fitzpatrick & Co, Inc 0.34% Add +1.8% 2,192 $387K
Tyche Wealth Partners LLC 0.08% Add +24.8% 2,192 $387K
TCP Asset Management, LLC 0.08% No change 2,191 $387K
Christensen, King & Associates Investment Services, Inc. 0.18% No change 2,188 $387K
Petra Financial Advisors Inc. 0.25% Reduce -19.4% 2,187 $387K
Colonial River Investments, LLC 0.17% Reduce -25.5% 2,154 $387K
Whittier Trust Co. of Nevada Inc. 0.01% Add +22.6% 2,185 $386K
BFI Infinity Ltd. 0.32% Reduce -46.7% 2,176 $385K
Cordgrass Capital Advisors, LLC 0.10% Add +498.1% 2,165 $383K
Saxony Capital Management, LLC 0.29% Add +0.7% 2,162 $382K
Mason & Associates, LLC 0.10% Reduce -4.1% 2,156 $381K
Comprehensive Money Management Services LLC 0.29% Reduce -4.4% 2,155 $381K
Verisail Partners, LLC 0.16% No change 2,153 $381K
Integrated Capital Management, LLC 0.18% Reduce -9.6% 2,140 $380K
Towneley Capital Management, Inc / DE 0.09% Reduce -28.8% 2,145 $379K
Atlas Wealth LLC 0.19% No change 2,114 $377K
Three Magnolias Financial Advisors, LLC 0.26% No change 2,135 $377K
Pictet North America Advisors SA 0.04% No change 2,133 $377K
MKD Wealth Coaches, LLC 0.40% No change 2,131 $377K
Farmers National Bank 0.10% Reduce -0.8% 2,118 $374K
Capstone Financial Advisors, Inc. 0.02% Reduce -3.1% 2,117 $374K
Austin Private Wealth, LLC 0.03% Add +0.6% 2,112 $373K
Security National Bank of Sioux City Iowa 0.26% Reduce -0.7% 2,103 $372K
Creekmur Asset Management LLC 0.07% Add +8.2% 2,100 $371K
Atlanta Consulting Group Advisors, LLC 0.10% Add +36.4% 2,086 $371K
NorthCrest Asset Manangement, LLC 0.01% Reduce -24.9% 2,062 $370K
Canandaigua National Bank & Trust Co. 0.03% No change 2,072 $366K
Greenfield Savings Bank 0.17% Reduce -6.8% 2,071 $366K
Trust Point Inc. 0.03% Reduce -9.5% 2,068 $365K
Applied Capital LLC 0.16% No change 2,062 $364K
Laurel Wealth Advisors LLC 0.05% Add +70.5% 2,056 $363K
Sovran Advisors, LLC 0.04% Reduce -4.7% 2,036 $363K
Thor Investment Management Inc. /Oh/ 0.24% No change 2,035 $360K
Franklin Street Advisors Inc. 0.02% No change 2,025 $358K
Cape Investment Advisory, Inc. 0.13% Add +8.3% 2,025 $358K
Fidelity D & D Bancorp Inc. 0.22% Add +3.3% 2,020 $357K
Meridian Wealth Partners, LLC 0.05% Add +6.0% 2,019 $357K
GeoWealth Management, LLC 0.01% Add +2.3% 2,016 $356K
Trivium Point Advisory, LLC 0.04% Reduce -38.1% 2,015 $356K
Chapin Davis, Inc. 0.10% No change 2,013 $356K
Fusion Family Wealth, LLC 0.03% Reduce -20.8% 2,007 $355K
Capital World Investors 0.00% Reduce -56.5% 2,005 $354K
IAG Wealth Partners, LLC 0.05% No change 2,002 $354K
Haven Private, LLC 0.16% Reduce -12.3% 2,000 $353K
Revolve Wealth Partners, LLC 0.05% Reduce -0.3% 2,000 $353K
Retirement Planning Co of New England, Inc. 0.16% Add +4.0% 1,997 $353K
PSI Advisors, LLC 0.18% Add +28.7% 1,994 $352K
Bayesian Capital Management, LP 0.06% New 1,984 $351K
S.A. Mason LLC 0.17% Reduce -4.8% 1,978 $350K
Raffa Wealth Management, LLC 0.07% No change 1,975 $349K
HT Partners LLC 0.11% No change 1,968 $348K
McNamara Financial Services, Inc. 0.07% Reduce -1.3% 1,960 $346K
Murphy & Mullick Capital Management Corp 0.28% No change 1,956 $346K
First International Bank & Trust 0.12% Reduce -5.1% 1,952 $345K
Versant Capital Management, Inc 0.05% Add +7.7% 1,951 $345K
Trace Wealth Advisors, LLC 0.28% No change 1,950 $345K
Marion Wealth Management 0.09% No change 1,947 $344K
Cultivar Capital, Inc. 0.25% No change 1,944 $344K
Optima Capital LLC 0.18% Reduce -15.5% 1,933 $343K
Atala Financial Inc 0.24% New 1,934 $342K
Miller Financial Services LLC 0.43% Reduce -6.7% 1,927 $341K
EnRich Financial Partners LLC 0.10% Reduce -2.7% 1,923 $340K
Stablepoint Partners, LLC 0.06% Add +48.9% 1,922 $340K
Boreal Capital Management LLC 0.33% — 1,910 $339K
Fortress Financial Group, LLC 0.29% Add +0.4% 1,919 $339K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +1.2% 1,909 $339K
Appleton Partners Inc. 0.02% Add +3.2% 1,920 $339K
Capital Investment Services of America, Inc. 0.03% Add +9.4% 1,912 $338K
Sterling Investment Advisors, Ltd. 0.07% Reduce -19.9% 1,909 $337K
Sterling Wealth Management, Inc. 0.11% — 1,908 $337K
Seelaus Asset Management LLC 0.30% No change 1,902 $336K
Van Cleef Asset Management,Inc 0.04% No change 1,900 $336K
Bangor Savings Bank 0.03% Add +0.1% 1,891 $334K
Motco 0.03% Add +319.1% 1,886 $334K
Mosaic Financial Group, LLC 0.25% No change 1,871 $331K
National Wealth Management Group, LLC 0.19% Reduce -3.3% 1,869 $330K
Schulz Wealth, LTD. 0.25% New 1,862 $329K
Wharton Business Group, LLC 0.01% No change 1,858 $328K
Ameritas Investment Partners, Inc. 0.01% Reduce -7.9% 1,855 $328K
Claro Advisors Inc. 0.05% Reduce -13.4% 1,848 $327K
Capital Advantage, Inc. 0.05% Reduce -4.2% 1,842 $325K
Vantage Point Financial LLC 0.14% No change 1,841 $325K
Colton Groome Financial Advisors, LLC 0.11% Add +2.5% 1,841 $325K
Richard P Slaughter Associates Inc 0.07% Reduce -84.3% 1,840 $325K
GDS Wealth Management 0.02% Reduce -0.1% 1,840 $325K
SK Wealth Management, LLC 0.14% Add +0.6% 1,824 $325K
Milestone Asset Management, LLC 0.07% Reduce -52.8% 1,836 $324K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $324K
First Hawaiian Bank 0.04% New 1,835 $324K
First Interstate Bank 0.02% Add +49.4% 1,835 $324K
Arkos Global Advisors 0.04% Reduce -11.0% 1,831 $324K
Rowlandmiller & Partners.adv 0.07% No change 1,833 $324K
Trek Financial, LLC 0.02% Reduce -16.5% 1,832 $324K
Altfest L J & Co. Inc. 0.04% Reduce -0.1% 1,831 $324K
Denver PWM, LLC 0.10% Reduce -1.2% 1,817 $321K
Townsquare Capital LLC 0.03% Reduce -99.3% 1,810 $320K
Guidance Capital, Inc. 0.09% Reduce -7.6% 1,822 $320K
HHM Wealth Advisors, LLC 0.04% Add +173.9% 1,808 $320K
Cascade Investment Group, Inc. 0.22% No change 1,806 $319K
Motive Wealth Advisors 0.15% No change 1,806 $319K
Accretive Wealth Partners, LLC 0.10% No change 1,803 $319K
RMG Wealth Management LLC 0.05% — 1,779 $316K
Cedar Point Capital Partners, LLC 0.22% Add +0.4% 1,786 $316K
ABLE Financial Group, LLC 0.08% Reduce -6.2% 1,785 $315K
Aerodigm Wealth, LLC 0.15% No change 1,785 $315K
Aurora Private Wealth, Inc. 0.23% Add +17.0% 1,781 $315K
Collaborative Wealth Managment Inc. 0.14% Add +1.7% 1,772 $313K
Harfst & Associates, Inc. 0.06% Reduce -15.6% 1,770 $313K
White Wing Wealth Management 0.21% No change 1,767 $312K
New Perspectives, Inc 0.15% No change 1,761 $311K
Ceera Investments, LLC 0.10% Reduce -5.4% 1,760 $311K
NFSG Corp 0.05% Add +7.3% 1,756 $310K
Syverson Strege & Co 0.07% Reduce -1.1% 1,747 $309K
Beirne Wealth Consulting Services, LLC 0.10% No change 1,737 $309K
RHS Financial, LLC 0.17% Reduce -15.5% 1,736 $307K
JNBA Financial Advisors 0.03% No change 1,732 $306K
Peterson Wealth Services 0.08% No change 1,729 $306K
Capital International Investors 0.00% Reduce -56.0% 1,726 $305K
Wagner Wealth Management, LLC 0.07% Add +42975.0% 1,723 $305K
RVW Wealth, LLC 0.03% Add +5.8% 1,711 $302K
KWB Wealth 0.04% Add +0.2% 1,749 $302K
Elevation Point Wealth Partners, LLC 0.02% Reduce -20.1% 1,704 $301K
Brooklyn FI, LLC 0.08% Add +3.7% 1,703 $301K
Ignite Planners, LLC 0.05% No change 1,693 $301K
Axim Planning & Wealth 0.27% Add +2.4% 1,701 $301K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,690 $300K
Drake & Associates, LLC 0.07% Reduce -17.9% 1,698 $300K
Tranquility Partners, LLC 0.11% Reduce -1.7% 1,696 $300K
Peddock Capital Advisors, LLC 0.07% Reduce -0.5% 1,695 $300K
Centurion Wealth Management LLC 0.09% Reduce -3.9% 1,694 $299K
Allegiance Financial Group Advisory Services LLC 0.08% New 1,684 $299K
Baldwin Wealth Partners LLC 0.02% No change 1,690 $299K
Jackson Creek Investment Advisors LLC 0.08% Reduce -0.5% 1,680 $297K
Hanson & Doremus Investment Management 0.04% No change 1,677 $296K
Anderson Hoagland & Co. 0.03% No change 1,674 $296K
Legacy Financial Strategies, LLC 0.06% Reduce -0.2% 1,672 $296K
Plan A Wealth LLC 0.17% Reduce -21.4% 1,669 $295K
Cadence Bank 0.02% Add +1.5% 1,664 $294K
Revisor Wealth Management LLC 0.11% Reduce -1.0% 1,637 $294K
Farnam Financial LLC 0.26% Add +36.6% 1,660 $293K
GEM Asset Management, LLC 0.15% Add +0.5% 1,644 $293K
Iron Horse Wealth Management, LLC 0.09% Add +5.1% 1,653 $292K
Foronjy Financial LLC 0.14% — 1,650 $292K
Romano Brothers and Company 0.04% Add +0.5% 1,648 $291K
Prasad Wealth Partners, LLC 0.09% No change 1,644 $291K
Wrenne Financial Planning LLC 0.14% Reduce -16.3% 1,643 $290K
Define Financial, LLC 0.19% Add +5.9% 1,642 $290K
FourThought Financial Partners, LLC 0.03% Add +1.9% 1,639 $290K
JDM Financial Group LLC 0.14% No change 1,635 $289K
Crown Wealth Group, LLC 0.11% Reduce -90.4% 1,628 $288K
Rialto Wealth Management, LLC 0.08% Add +0.1% 1,627 $288K
Tompkins Financial Corp. 0.03% No change 1,627 $288K
PTM Wealth Management, LLC 0.19% Add +0.3% 1,600 $287K
Arlington Trust Co LLC 0.06% Reduce -15.6% 1,625 $287K
Vestia Personal Wealth Advisors 0.20% Reduce -14.0% 1,617 $286K
Semus Wealth Partners LLC 0.18% No change 1,610 $285K
BigSur Wealth Management LLC 0.07% No change 1,600 $284K
S. R. Schill & Associates 0.21% No change 1,600 $283K
Carnegie Lake Advisors LLC 0.11% No change 1,593 $282K
Enterprise Bank & Trust Co 0.11% No change 1,593 $282K
WealthPLAN Partners, LLC 0.05% Reduce -29.0% 1,592 $281K
Wealth Advisors of Iowa, LLC 0.11% No change 1,590 $281K
Pullen Investment Management, LLC 0.17% No change 1,583 $280K
Eagle Rock Investment Company, LLC 0.04% New 1,583 $280K
First Pacific Financial 0.04% Add +37.4% 1,579 $279K
Tactive Advisors, LLC 0.09% — 1,576 $278K
Seed Wealth Management, Inc. 0.21% No change 1,575 $278K
Proactive Wealth Strategies LLC 0.13% Reduce -5.0% 1,568 $277K
MPS Loria Financial Planners, LLC 0.08% No change 1,564 $277K
Highline Wealth Partners LLC 0.08% Add +0.8% 1,566 $277K
SPC Financial, Inc. 0.02% Reduce -66.3% 1,565 $277K
LMCG Investments, LLC 0.02% Add +1.9% 1,562 $276K
Stock Yards Bank & Trust Co. 0.01% Reduce -3.6% 1,558 $275K
Peoples Bank 0.17% Reduce -6.0% 1,557 $275K
Clearstead Trust, LLC 0.05% Add +53.6% 1,551 $274K
Traction Financial Partners, LLC 0.19% No change 1,549 $274K
Whitaker-Myers Wealth Managers, LTD. 0.07% Add +7.5% 1,546 $273K
Unified Investment Management 0.29% No change 1,546 $273K
Sunpointe, LLC 0.11% No change 1,533 $272K
TD Waterhouse Canada Inc. 0.00% Reduce -1.5% 1,517 $271K
Smead Capital Management, Inc. 0.01% New 1,530 $270K
Northstar Financial Companies, Inc. 0.28% New 1,529 $270K
Jentner Corp 0.07% No change 1,526 $270K
Stuart Chaussee & Associates, Inc. 0.06% Reduce -21.6% 1,526 $270K
Total Investment Management Inc. 0.04% Reduce -41.5% 1,526 $270K
Welch Group, LLC 0.01% Reduce -1.1% 1,525 $270K
Kraft Asset Management, LLC 0.25% No change 1,524 $269K
Perissos Private Wealth Management, LLC 0.21% Reduce -24.7% 1,523 $269K
Private Advisory Group LLC 0.03% Add +3.0% 1,517 $268K
Stegner Investment Associates Inc. 0.16% Reduce -7.2% 1,507 $266K
Gimbal Financial 0.16% No change 1,500 $265K
Hemenway Trust Co LLC 0.02% No change 1,500 $265K
Tiller Private Wealth, Inc. 0.10% Reduce -54.1% 1,497 $265K
Lynx Investment Advisory 0.17% Add +0.2% 1,498 $265K
OMNI 360 Wealth, Inc. 0.16% Reduce -5.5% 1,498 $265K
Annex Advisory Services, LLC 0.01% Reduce -56.1% 1,491 $264K
Beverly Hills Private Wealth, LLC 0.05% New 1,488 $263K
Private Wealth Management Group, LLC 0.09% No change 1,484 $262K
EWG Elevate Inc. 0.08% Reduce -25.9% 1,479 $261K
Fairvoy Private Wealth, LLC 0.06% Add +17.9% 1,474 $261K
Truvestments Capital LLC 0.05% No change 1,468 $260K
TD Asset Management Inc 0.00% No change 1,466 $259K
Acorn Financial Advisory Services Inc. 0.04% Reduce -13.5% 1,463 $259K
Apriem Advisors 0.03% No change 1,458 $258K
Sage Investment Counsel LLC 0.30% Add +0.8% 1,455 $257K
Eastern Bank 0.00% Reduce -45.4% 1,454 $257K
Columbia Bank 0.08% No change 1,439 $256K
Harbour Capital Advisors, LLC 0.05% No change 1,434 $256K
L & S Advisors Inc 0.03% New 1,450 $256K
Lantz Financial LLC 0.06% No change 1,448 $256K
Pursue Wealth Partners LLC 0.15% Add +4.3% 1,446 $256K
True North Advisors, LLC 0.05% Reduce -12.2% 1,441 $255K
Novare Capital Management LLC 0.02% No change 1,440 $255K
Telos Capital Management, Inc. 0.03% Add +23.6% 1,439 $254K
Morton Capital Management LLC 0.05% Reduce -3.5% 1,439 $254K
Heritage Wealth Management, Inc. 0.08% Reduce -5.6% 1,434 $253K
First Nebraska Trust Co 0.02% No change 1,434 $253K
RAM Investment Partners, LLC 0.05% Add +0.2% 1,432 $253K
Navis Wealth Advisors, LLC 0.21% Reduce -4.7% 1,430 $253K
Worth Asset Management, LLC 0.12% Add +3.8% 1,427 $252K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -7.9% 1,418 $252K
Boyce & Associates Wealth Consulting, Inc. 0.23% No change 1,423 $252K
Aviance Capital Partners, LLC 0.03% No change 1,421 $251K
Wealthstar Advisors, LLC 0.09% No change 1,420 $251K
Northstar Asset Management Inc. 0.07% New 1,420 $251K
Community Financial Services Group, LLC 0.05% No change 1,417 $250K
McDonald Partners LLC 0.06% No change 1,412 $250K
Park National Corp. 0.01% New 1,411 $249K
Sage Capital Advisors,llc 0.06% No change 1,409 $249K
Optivise Advisory Services LLC 0.13% Add +18.5% 1,407 $249K
BWM Planning, LLC 0.09% No change 1,404 $248K
Cooper Financial Group 0.03% Reduce -27.5% 1,403 $248K
Slagle Financial, LLC 0.10% Reduce -31.8% 1,402 $248K
SMI Advisory Services, LLC 0.05% New 1,398 $247K
MassMutual Private Wealth & Trust, FSB 0.01% Add +72.8% 1,396 $247K
Clarity Wealth Advisors, LLC 0.06% Reduce -0.8% 1,386 $245K
Evolution Wealth Management Inc. 0.30% — 1,386 $245K
IFG Advisors, LLC 0.04% New 1,386 $245K
Channel Wealth LLC 0.07% Reduce -0.1% 1,384 $245K
Portside Wealth Group, LLC 0.04% Reduce -7.9% 1,381 $244K
Novus Advisors, LLC 0.37% Reduce -42.9% 1,381 $244K
Stark Wealth Management LLC 0.35% No change 1,378 $244K
Smith Salley Wealth Management 0.01% No change 1,374 $243K
David Wealth Management LLC 0.18% New 1,371 $242K
Duncker Streett & Co. Inc. 0.04% Reduce -2.8% 1,370 $242K
Marco Investment Management LLC 0.02% No change 1,364 $241K
Significant Wealth Partners LLC 0.12% New 1,360 $240K
Global Wealth Strategies & Associates 0.07% Reduce -1.8% 1,357 $240K
Holderness Investments Co. 0.05% Reduce -36.5% 1,357 $240K
Seven Mile Advisory 0.14% No change 1,353 $239K
JSF Financial, LLC 0.06% Add +10.2% 1,352 $239K
Excalibur Management Corp. 0.09% No change 1,352 $239K
Family Capital Management, Inc. 0.13% No change 1,350 $239K
Gen-Wealth Partners Inc 0.09% Add +22.6% 1,347 $238K
Flynn Zito Capital Management, LLC 0.10% New 1,343 $237K
Kure Advisory, LLC 0.16% No change 1,339 $237K
Orion Capital Management LLC 0.09% No change 1,339 $237K
Prevail Innovative Wealth Advisors, LLC 0.05% New 1,338 $236K
Satovsky Asset Management LLC 0.05% No change 1,337 $236K
Financial Futures Ltd Liability Co. 0.13% Add +11.2% 1,336 $236K
Pettyjohn, Wood & White, Inc. 0.04% No change 1,333 $236K
Benchmark Financial Wealth Advisors, LLC 0.08% Reduce -0.4% 1,329 $235K
Maltin Wealth Management, Inc. 0.11% No change 1,328 $235K
YHB Investment Advisors, Inc. 0.02% Reduce -1.5% 1,327 $235K
Stonebridge Capital Advisors LLC 0.02% No change 1,324 $234K
Allianz SE 0.01% Reduce -98.4% 1,324 $234K
Capital Investment Counsel, Inc 0.03% Reduce -5.8% 1,317 $233K
St. Clair Advisors, LLC 0.06% No change 1,316 $233K
Canal Capital Management, LLC 0.04% Add +2.9% 1,312 $232K
PCG Wealth Advisors, LLC 0.12% No change 1,312 $232K
Henrickson Nauta Wealth Advisors, Inc. 0.08% No change 1,310 $232K
Quantum Financial Planning Services, Inc. 0.11% Reduce -36.3% 1,307 $231K
Winch Advisory Services, LLC 0.06% Add +8.8% 1,302 $230K
Chicago Capital, LLC 0.01% No change 1,301 $230K
Foguth Wealth Management, LLC. 0.05% New 1,300 $230K
Philadelphia Trust Co. 0.02% No change 1,297 $229K
Rossby Financial, LCC 0.09% Add +38.0% 1,293 $229K
Sonata Capital Group Inc. 0.09% New 1,288 $228K
Whittier Trust Co. 0.00% Reduce -28.8% 1,288 $228K
Sensible Money, LLC 0.09% No change 1,288 $228K
Eq LLC 0.09% No change 1,288 $228K
Northwest Financial Advisors 0.32% Reduce -2.1% 1,286 $227K
Nestegg Advisors, Inc. 0.22% Add +9.7% 1,286 $227K
Pandora Wealth, Inc. 0.14% No change 1,285 $227K
Nemes Rush Group LLC 0.02% No change 1,285 $227K
Red Lighthouse Investment Management, LLC 0.09% Reduce -15.6% 1,284 $227K
Opes Wealth Management LLC 0.04% Add +4.3% 1,281 $226K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,280 $226K
1834 Investment Advisors Co. 0.03% No change 1,278 $226K
Smith Thornton Advisors LLC 0.13% No change 1,276 $226K
WealthTrust Axiom LLC 0.07% No change 1,274 $225K
Redmond Asset Management, LLC 0.05% Reduce -13.4% 1,262 $223K
Physician Wealth Advisors, Inc. 0.04% Reduce -5.5% 1,262 $223K
M.E. Allison & Co., Inc. 0.18% No change 1,260 $223K
Journey Strategic Wealth LLC 0.01% Reduce -5.7% 1,258 $222K
Secure Asset Management, LLC 0.04% Reduce -5.0% 1,257 $222K
Wealthquest Corp 0.02% Reduce -5.3% 1,255 $222K
Forum Private Client Group LLC 0.09% Reduce -4.5% 1,255 $222K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% New 1,254 $222K
Five Oceans Advisors 0.09% Reduce -18.8% 1,254 $222K
MBL Wealth, LLC 0.02% New 1,253 $221K
Resolute Advisors LLC 0.05% No change 1,243 $221K
Brass Tax Wealth Management, Inc. 0.04% New 1,247 $220K
QTR Family Wealth, LLC 0.14% No change 1,241 $219K
Global Assets Advisory, LLC 0.09% Reduce -31.8% 1,223 $218K
Barton Investment Management 0.02% No change 1,235 $218K
Veracity Capital LLC 0.08% No change 1,235 $218K
RKL Wealth Management LLC 0.02% New 1,229 $217K
Valley Financial Group, Inc. 0.13% Reduce -13.2% 1,226 $217K
JPL Wealth Management, LLC 0.06% Reduce -74.9% 1,225 $216K
Bordeaux Wealth Advisors LLC 0.03% New 1,224 $216K
Rodgers Brothers Inc. 0.03% Add +1.3% 1,220 $216K
Synergy Asset Management, LLC 0.02% New 1,217 $215K
Vident Advisory, LLC 0.00% Reduce -84.7% 1,217 $215K
Providence Capital Advisors, LLC 0.04% Reduce -4.4% 1,216 $215K
Pennington Partners & Co., LLC 0.12% No change 1,209 $215K
Cypress Financial Planning LLC 0.07% No change 1,215 $215K
Laurel Wealth Planning LLC 0.12% No change 1,210 $214K
Triumph Capital Management 0.06% Reduce -9.8% 1,210 $214K
Joseph P. Lucia & Associates, LLC 0.09% No change 1,209 $214K
Shoker Investment Counsel, Inc. 0.07% No change 1,208 $214K
Meridian Financial Advisors, LLC 0.14% No change 1,208 $213K
Curio Wealth, LLC 0.09% Add +17142.9% 1,207 $213K
Pacifica Partners Inc. 0.09% No change 1,203 $213K
Northside Capital Management, LLC 0.02% No change 1,200 $212K
Crux Wealth Advisors 0.09% No change 1,200 $212K
Innovative Wealth Building LLC 0.18% New 1,196 $211K
MontVue Capital Management, Inc. 0.15% No change 1,194 $211K
BancFirst Trust & Investment Management 0.10% No change 1,194 $211K
Hobbs Group Advisors, LLC 0.07% No change 1,193 $211K
Avid Wealth Partners LLC 0.12% Reduce -0.4% 1,186 $211K
Signature Resources Capital Management, LLC 0.13% Reduce -1.9% 1,189 $210K
Traynor Capital Management, Inc. 0.01% Reduce -52.4% 1,176 $210K
Granite FO LLC 0.12% No change 1,187 $210K
TCTC Holdings, LLC 0.01% No change 1,187 $210K
TFO Wealth Partners, LLC 0.04% New 1,184 $209K
Westbourne Investments, Inc. 0.11% Add +1.7% 1,180 $209K
NRI Wealth Management LC 0.13% Reduce -9.2% 1,176 $208K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -16.1% 1,175 $208K
Formidable Asset Management, LLC 0.03% No change 1,202 $208K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,168 $206K
MorganRosel Wealth Management, LLC 0.06% No change 1,167 $206K
Millstone Evans Group, LLC 0.14% No change 1,164 $206K
Foresight Capital Management Advisors, Inc. 0.12% No change 1,160 $205K
Arcadia Wealth Management, Inc. 0.14% Reduce -4.9% 1,158 $205K
Solitude Financial Services 0.07% New 1,147 $203K
Davis Wealth Advisors, LLC 0.21% New 1,146 $202K
Pinnacle Wealth Management Group, Inc. 0.12% New 1,145 $202K
Tumwater Wealth Management, LLC 0.09% New 1,145 $202K
Patrick M Sweeney & Associates, Inc. 0.14% New 1,126 $202K
Kendall Capital Management 0.05% New 1,144 $202K
Blankinship & Foster, LLC 0.05% New 1,141 $202K
Orleans Capital Management Corp. 0.11% New 1,140 $201K
Gibbs Wealth Management 0.04% New 1,139 $201K
Bellecapital International Ltd. 0.04% New 1,137 $201K
Heritage Oak Wealth Advisors LLC 0.08% Reduce -14.8% 1,135 $201K
Resonant Capital Advisors, LLC 0.01% New 1,128 $200K
Stenger Family Office, LLC 0.05% — 1,121 $200K
Resurgent Financial Advisors LLC 0.11% New 1,133 $200K
High Falls Advisors, Inc 0.04% New 1,132 $200K
Westside Investment Management, Inc. 0.04% No change 1,122 $199K
Financial Freedom, LLC 0.10% Reduce -0.1% 1,101 $195K
Opal Wealth Advisors, LLC 0.05% Reduce -21.1% 1,087 $192K
Hara Capital LLC 0.12% No change 1,065 $188K
Biltmore Family Office, LLC 0.03% Add +1.6% 1,057 $188K
Tucker Asset Management LLC 0.06% Add +59.6% 1,044 $185K
Elevation Wealth Partners, LLC 0.07% No change 1,040 $184K
Briaud Financial Planning Inc 0.07% No change 1,026 $181K
Promus Capital, LLC 0.12% No change 1,014 $179K
BankPlus Trust Department 0.05% No change 1,008 $178K
Ballast Advisors LLC 0.05% No change 991 $175K
Powell Investment Advisors, LLC 0.06% New 973 $173K
Bfsg, LLC 0.02% Add +2.6% 950 $168K
Hoey Investments, Inc. 0.03% Reduce -1.1% 944 $167K
TOWER TRUST & INVESTMENT Co 0.12% No change 939 $166K
HM Payson & Co. 0.00% Reduce -0.2% 936 $165K
Marshall & Sterling Wealth Advisors Inc. 0.11% Add +0.2% 928 $164K
MeadowBrook Investment Advisors LLC 0.15% No change 921 $163K
Cascades Capital Asset Management, LLC 0.08% Add +5.8% 916 $162K
Dunhill Financial, LLC 0.05% New 900 $159K
Financial Network Wealth Advisors LLC 0.19% No change 897 $159K
EPG Wealth Management LLC 0.05% Reduce -15.8% 879 $155K
Security National Bank 0.03% Reduce -25.3% 865 $153K
Perritt Capital Management Inc 0.08% No change 863 $153K
Main Street Group, LTD 0.05% Reduce -30.2% 838 $148K
Compass Financial Services Inc 0.07% Add +517.9% 828 $146K
Retirement Wealth Solutions LLC 0.11% Add +181.5% 822 $145K
Lynch Asset Management, Inc. 0.05% New 818 $145K
City Holding Co. 0.02% No change 802 $142K
Community Bank, N.A. 0.02% No change 800 $141K
Koesten, Hirschmann & Crabtree, INC. 0.07% Add +0.9% 798 $141K
Valued Wealth Advisors LLC 0.07% Reduce -1.6% 785 $139K
Lowe Wealth Advisors, LLC 0.05% No change 789 $139K
Cary Street Partners Investment Advisory LLC 0.07% No change 785 $139K
Avalon Trust Co 0.01% No change 782 $138K
Coston, McIsaac & Partners 0.04% No change 779 $137K
Twin Peaks Wealth Advisors, LLC 0.04% New 740 $133K
Morris Financial Concepts, Inc. 0.05% Add +0.7% 726 $128K
Arcadia Investment Advisors LLC 0.07% Add +132.4% 718 $127K
First Command Advisory Services, Inc. 0.00% Reduce -26.0% 717 $127K
Capitol Family Office, Inc. 0.16% No change 715 $126K
Sherman Asset Management, Inc. 0.11% Reduce -0.7% 702 $124K
Aberdeen Wealth Management LLC 0.08% No change 700 $124K
Hazlett, Burt & Watson, Inc. 0.05% Reduce -26.7% 686 $121K
Legacy Investment Solutions, LLC 0.06% — 678 $120K
Legacy Wealth Managment, LLC 0.06% Reduce -29.6% 678 $120K
Park Place Capital Corp 0.03% Add +85.8% 667 $119K
Mark Sheptoff Financial Planning, LLC 0.06% No change 656 $116K
Bernard Wealth Management Corp. 0.05% Reduce -47.5% 642 $113K
Kimelman & Baird, LLC 0.01% No change 641 $113K
Provident Wealth Management, LLC 0.04% No change 639 $113K
Ulland Investment Advisors, LLC 0.09% No change 635 $112K
LGT Financial Advisors LLC 0.28% No change 628 $111K
Adirondack Trust Co. 0.04% Reduce -4.9% 627 $111K
Dagco, Inc. 0.03% No change 624 $110K
Sachetta, LLC 0.04% No change 623 $110K
Kings Path Partners LLC 0.04% No change 619 $109K
Sellwood Investment Partners LLC 0.05% New 616 $109K
Wolff Wiese Magana LLC 0.07% No change 612 $108K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -7.0% 607 $107K
Accent Capital Management, LLC 0.05% No change 600 $106K
Addison Advisors LLC 0.03% Add +31.9% 595 $105K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.2% 591 $104K
Clean Yield Group 0.03% No change 575 $102K
Eq Wealth Advisors, LLC 0.07% No change 558 $99K
Thompson Investment Management, Inc. 0.01% No change 550 $97K
State Farm Mutual Automobile Insurance Co. 0.00% New 550 $97K
Evensky & Katz LLC 0.01% No change 544 $96K
Hughes Financial Services, LLC 0.02% Reduce -35.9% 534 $95K
Marquette Asset Management, LLC 0.02% No change 534 $94K
Barnes Dennig Private Wealth Management LLC 0.11% Reduce -0.9% 526 $93K
Redwood Park Advisors LLC 0.07% No change 525 $93K
Integrity Financial Corp 0.05% Reduce -19.9% 522 $93K
Paladin Advisory Group, LLC 0.07% No change 523 $92K
Canton Hathaway, LLC 0.02% No change 515 $91K
Country Trust Bank 0.00% No change 506 $89K
one8zero8, LLC 0.02% Reduce -56.3% 504 $89K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 498 $88K
Future Financial Wealth Managment LLC 0.06% No change 494 $87K
Crowley Wealth Management, Inc. 0.07% No change 457 $81K
Richards, Merrill & Peterson, Inc. 0.04% No change 455 $80K
Intelligent Financial Strategies 0.04% No change 445 $79K
Sittner & Nelson, LLC 0.03% No change 441 $78K
Grand Wealth Management, LLC 0.04% Reduce -23.7% 434 $77K
Hoese & Co LLP 0.06% No change 428 $76K
Peachtree Investment Partners, LLC 0.03% Reduce -48.4% 426 $75K
Vermillion & White Wealth Management Group, LLC 0.05% No change 424 $75K
Atlantic Private Wealth, LLC 0.05% No change 422 $75K
Resources Management Corp. /CT/ 0.01% No change 416 $74K
Pin Oak Investment Advisors Inc. 0.06% No change 423 $73K
Barclays PLC 0.00% No change 412 $73K
Concord Wealth Partners 0.01% Add +35.5% 405 $72K
Proathlete Wealth Management LLC 0.02% No change 398 $70K
Missouri Trust & Investment Co 0.02% Add +71.6% 386 $68K
Avion Wealth 0.02% No change 378 $66K
Costello Asset Management, INC 0.02% No change 373 $66K
GFG Capital, LLC 0.02% New 372 $66K
Burkett Financial Services, LLC 0.02% Add +1.6% 371 $66K
3Chopt Investment Partners, LLC 0.02% New 369 $66K
Centricity Wealth Management, LLC 0.05% Reduce -42.9% 371 $66K
DHJJ Financial Advisors, Ltd. 0.02% No change 365 $65K
Pacific Center for Financial Services 0.02% No change 343 $61K
Optimum Investment Advisors 0.02% No change 325 $57K
Running Point Capital Advisors, LLC 0.02% No change 318 $56K
Marshall & Sullivan Inc. 0.03% New 317 $56K
North Capital, Inc. 0.05% No change 316 $56K
Founders Capital Management 0.03% No change 300 $53K
Elevate Wealth Advisory, Inc. 0.04% No change 294 $52K
True Wealth Design, LLC 0.02% No change 290 $51K
Kozak & Associates, Inc. 0.01% Reduce -4.4% 284 $51K
Bear Mountain Capital, Inc. 0.02% No change 283 $50K
Tradewinds Capital Management, LLC 0.01% Add +9.4% 278 $49K
CarsonAllaria Wealth Management, Ltd. 0.03% No change 276 $49K
WealthCollab, LLC 0.03% No change 273 $48K
Hollencrest Capital Management 0.00% Add +76.3% 268 $47K
Tidemark, LLC 0.02% No change 268 $47K
Morton Brown Family Wealth, LLC 0.01% No change 265 $47K
Cordant, Inc. 0.02% No change 262 $46K
GW&K Investment Management, LLC 0.00% New 259 $46K
Comprehensive Financial Planning, Inc. 0.04% Add +0.4% 259 $46K
Sawyer & Company, Inc 0.01% Add +96.2% 204 $44K
Rice Partnership, LLC 0.01% Reduce -0.8% 249 $44K
Pineridge Advisors LLC 0.02% No change 243 $43K
Kessler Investment Group, LLC 0.02% No change 230 $41K
Atwood & Palmer Inc. 0.00% New 227 $40K
Bellevue Asset Management, LLC 0.02% Add +0.5% 223 $39K
Y.D. More Investments Ltd 0.00% Add +14.4% 222 $39K
Aspect Partners, LLC 0.02% No change 207 $37K
MPWM Advisory Solutions, LLC 0.02% No change 205 $36K
Cardinal Strategic Wealth Guidance 0.01% No change 203 $36K
Investors Research Corp 0.01% Add +109.3% 203 $36K
EMC Capital Management 0.02% No change 200 $35K
Cedar Wealth Management, LLC 0.01% New 197 $35K
Northwest Capital Management Inc 0.02% Reduce -63.9% 190 $34K
Citizens National Bank Trust Department 0.01% No change 187 $33K
Berkshire Money Management, Inc. 0.00% New 186 $33K
Rosenberg Matthew Hamilton 0.01% Add +29.3% 181 $32K
Joseph Group Capital Management 0.01% New 180 $32K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $31K
Byrne Asset Management LLC 0.02% No change 175 $31K
Legend Financial Advisors, Inc. 0.02% New 175 $31K
Towne Trust Company, N.A 0.01% No change 161 $28K
Kiker Wealth Management, LLC 0.02% New 160 $28K
Piscataqua Savings Bank 0.02% No change 160 $28K
Your Advocates Ltd., LLP 0.01% No change 155 $27K
Roble, Belko & Company, Inc 0.00% No change 150 $27K
AllSquare Wealth Management LLC 0.01% No change 151 $27K
Pflug Koory, LLC 0.01% No change 141 $25K
Activest Wealth Management 0.01% Add +2700.0% 140 $25K
Ogorek Anthony Joseph /NY/ 0.01% Add +585.0% 137 $24K
Pittenger & Anderson Inc. 0.00% Add +19.5% 135 $24K
Arvest Investments, Inc. 0.00% No change 135 $24K
Monetary Management Group Inc. 0.01% New 132 $23K
Nvwm, LLC 0.01% New 130 $23K
Van Den Berg Management I, Inc. 0.01% Add +63.2% 124 $22K
Aventura Private Wealth, LLC 0.01% Add +16.2% 122 $22K
Albion Financial Group 0.00% No change 115 $20K
Bellwether Advisors, LLC 0.00% No change 112 $20K
Lowe Brockenbrough & Co. Inc. 0.00% New 112 $20K
PFC Capital Group, Inc. 0.01% No change 112 $19K
Mascoma Wealth Management LLC 0.00% No change 107 $19K
Oliver Lagore Vanvalin Investment Group 0.01% — 108 $19K
Riverview Trust Co 0.02% Reduce -50.0% 105 $19K
Riggs Asset Managment Co. Inc. 0.00% Reduce -77.6% 104 $18K
Broadwater Capital Management LLC 0.01% Add +17574.0% 17,674 $18K
Viewpoint Capital Management LLC 0.01% Reduce -39.8% 100 $18K
Robbins Farley 0.01% New 100 $18K
Centennial Bank 0.01% Reduce -55.6% 100 $18K
Arjuna Capital 0.00% No change 98 $17K
Field & Main Bank 0.01% No change 98 $17K
Eukles Asset Management 0.01% No change 96 $17K
Capital A Wealth Management, LLC 0.17% Add +67.7% 104 $16K
ROSS\JOHNSON & Associates LLC 0.30% No change 84 $15K
Tower View Wealth Management LLC 0.01% Reduce -9.0% 81 $14K
Vision Financial Markets LLC 0.01% Add +1.3% 81 $14K
West Paces Advisors Inc. 0.00% New 80 $14K
United Community Bank 0.00% New 75 $13K
Rakuten Securities, Inc. 0.00% Reduce -44.5% 71 $13K
SYM FINANCIAL Corp 0.00% No change 67 $12K
Delos Wealth Advisors, LLC 0.01% New 66 $12K
Team Financial Group, LLC 0.01% New 64 $11K
Legacy Bridge, LLC 0.01% Add +12.5% 63 $11K
American Capital Advisory, LLC 0.01% No change 61 $11K
PFS Partners, LLC 0.01% No change 60 $11K
Alerus Financial NA 0.00% New 57 $10K
Aviso Financial Inc. 0.00% No change 52 $9K
Accredited Wealth Management, LLC 0.01% No change 50 $9K
Cornerstone Planning Group LLC 0.00% Add +2.1% 48 $8K
MJT & Associates Financial Advisory Group, Inc. 0.01% Reduce -2.1% 47 $8K
HFM Investment Advisors, LLC 0.00% No change 41 $7K
Navigoe, LLC 0.01% No change 45 $7K
Wood Tarver Financial Group, LLC 0.00% Reduce -32.8% 45 $7K
Central Pacific Bank - Trust Division 0.00% No change 38 $7K
DecisionPoint Financial, LLC 0.00% No change 36 $6K
First Financial Corp. 0.00% No change 36 $6K
Anfield Capital Management, LLC 0.00% No change 30 $5K
Decker Retirement Planning Inc. 0.00% Reduce -90.9% 23 $4K
Fortis Group Advisors, LLC 0.00% No change 22 $4K
1 North Wealth Services LLC 0.00% No change 21 $4K
Spurstone Advisory Services, LLC 0.05% No change 19 $3K
Wallace Hart LLC 0.00% New 15 $3K
Clarity Asset Management, Inc. 0.00% No change 14 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $2K
POM Investment Strategies, LLC 0.00% No change 11 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Fairway Wealth LLC 0.00% Reduce -99.3% 7 $1K
Cheviot Value Management, LLC 0.00% No change 5 $890
Frazier Financial Advisors, LLC 0.00% No change 5 $884
Quaker Wealth Management, LLC 0.00% — 5 $884
Chesapeake Asset Management LLC 0.00% Reduce -93.8% 4 $706
Fortitude Family Office, LLC 0.00% New 3 $530
Delta Asset Management LLC 0.00% No change 2 $353
Natixis 0.00% Reduce -99.9% 1 $176
Morling Financial Advisors, LLC 0.00% Reduce -99.9% 1 $165

"% 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.