Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q3 2025 (September 30)
2,453holders +45
143new positions
86sold out
7famous investors
$186.24avg. 13F price*

At the end of Q3 2025, 2,453 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 45 from Q2 2025. 143 opened new positions and 86 sold out. The largest holders were Bank of America Corp. ($25.0B), Jones Financial Companies LLLP ($10.1B) and Morgan Stanley ($6.2B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions143$238.1M
Exits86$173.0M

All 13F filers, Q2 2025 → Q3 2025: 31,416,373 shares bought and 8,306,273 shares sold, net +23,110,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,453 holders

Bank of America Corp. 1.87% Add +4.4% 133,808,505 $25.0B
Jones Financial Companies LLLP 6.86% Add +3.2% 53,966,784 $10.1B
Morgan Stanley 0.38% Add +1.6% 33,213,043 $6.2B
Envestnet Asset Management Inc. 1.18% Add +5.3% 21,895,965 $4.1B
UBS Group AG 0.50% Reduce -1.2% 13,601,000 $2.5B
Ameriprise Financial Inc. 0.48% Add +4.5% 11,112,521 $2.1B
LPL Financial LLC 0.58% Add +2.3% 10,583,264 $2.0B
Raymond James Financial Inc. 0.48% Add +6.4% 7,922,686 $1.5B
Wells Fargo & Company 0.29% Add +2.4% 7,704,993 $1.4B
Cetera Investment Advisers 1.59% Add +133.9% 7,337,305 $1.4B
Tiaa Trust, National Association 2.95% Reduce -0.4% 6,514,642 $1.2B
Captrust Financial Advisors 2.37% Add +6.2% 6,230,066 $1.2B
Royal Bank of Canada 0.18% Add +2.1% 5,542,380 $1.0B
D.A. Davidson & Co. 6.52% Add +2.8% 5,458,462 $1.0B
Mill Creek Capital Advisors, LLC 20.16% Reduce -0.6% 5,249,374 $979.0M
Betterment LLC 1.87% Reduce -2.2% 5,080,035 $947.4M
Mariner, LLC 1.14% Add +1.3% 4,720,356 $880.3M
FMR LLC 0.04% Reduce -0.9% 4,527,761 $844.4M
PNC Financial Services Group, Inc. 0.49% Add +0.9% 4,305,594 $803.0M
Northwestern Mutual Wealth Management Co. 0.48% Add +2.3% 3,866,085 $721.0M
Rwa Wealth Partners, LLC 7.91% Add +1.4% 3,735,111 $696.6M
Sei Investments Co. 0.73% Add +2.6% 3,656,120 $681.8M
JPMorgan Chase & Co. 0.04% Reduce -0.4% 3,522,564 $656.9M
Bank of New York Mellon Corp 0.12% Reduce -0.5% 3,514,182 $655.4M
Truist Financial Corp. 0.84% Add +2.7% 3,322,739 $619.7M
Commonwealth Equity Services, LLC 0.79% Reduce -3.4% 3,284,635 $612.6M
HighTower Advisors, LLC 0.69% Add +3.8% 3,252,212 $606.5M
Moneta Group Investment Advisors LLC 4.79% Add +79.3% 3,229,930 $602.3M
Focus Partners Wealth 0.97% Add +386.5% 3,210,807 $598.9M
Goldman Sachs Group Inc. 0.08% Add +1.5% 2,929,776 $546.4M
Citigroup Inc. 0.32% Add +10.7% 2,486,148 $463.6M
Mission Wealth Management, LP 9.17% Add +3.4% 2,403,735 $448.3M
Osaic Holdings, Inc. 0.62% Add +10.8% 2,388,220 $441.7M
Provida Pension Fund Administrator 6.86% Reduce -15.9% 2,112,653 $394.0M
Choreo, LLC 5.11% Reduce -0.7% 2,094,165 $392.5M
CBIZ Investment Advisory Services, LLC 15.16% Add +1.0% 2,076,263 $387.3M
Modera Wealth Management, LLC 3.68% Add +3.1% 1,702,382 $317.5M
Coldstream Capital Management Inc. 4.26% Add +76.6% 1,691,186 $316.1M
Richard Bernstein Advisors LLC 8.99% Reduce -3.2% 1,692,463 $315.1M
Stifel Financial Corp. 0.27% Add +2.1% 1,583,681 $295.3M
Waldron Private Wealth LLC 11.50% Add +4.5% 1,514,464 $283.9M
Members Trust Co 9.19% Reduce -0.6% 1,498,891 $279.5M
Facet Wealth, Inc. 5.73% Add +3.8% 1,485,218 $277.0M
Lincoln National Corp. 7.87% Add +1.3% 1,480,469 $276.1M
Bell Bank 11.76% Add +3.4% 1,456,404 $271.6M
Baird Financial Group, Inc. 0.44% Add +1.9% 1,453,590 $271.1M
Assetmark, Inc. 0.58% Add +1.1% 1,448,164 $270.1M
United Capital Financial Advisors, LLC 1.90% Add +2.2% 1,418,692 $264.6M
Retirement Investment Advisors, Inc. 20.90% Add +2.7% 1,347,967 $251.4M
MML Investors Services, LLC 0.64% Reduce -1.1% 1,288,593 $240.3M
Alliancebernstein L.P. 0.07% Reduce -0.9% 1,267,094 $236.3M
Equitable Holdings, Inc. 1.69% Add +9.3% 1,230,206 $229.4M
Wealth Enhancement Advisory Services, LLC 0.35% Add +3.6% 1,221,713 $228.7M
Vantagepoint Investment Advisers LLC 1.83% Add +3088.0% 1,202,519 $224.3M
Sanctuary Advisors, LLC 1.28% Add +1.2% 1,198,582 $223.5M
Mather Group, Llc. 2.20% Reduce -5.5% 1,170,660 $218.3M
SCS Capital Management LLC 2.28% Add +1.8% 1,121,099 $209.2M
NorthCoast Asset Management LLC 0.81% Reduce -0.8% 1,106,265 $206.3M
NewEdge Advisors, LLC 0.93% Add +19.7% 1,094,798 $204.2M
Garde Capital, Inc. 10.12% Add +1.4% 1,079,319 $201.3M
Corient Private Wealth LP 0.32% Add +76.7% 1,078,542 $201.2M
Cerity Partners LLC 0.31% Add +13.9% 1,016,839 $189.6M
Cambridge Investment Research Advisors, Inc. 0.51% Add +2.8% 986,565 $184.0M
Private Advisor Group, LLC 0.90% Reduce -5.9% 983,454 $183.4M
Stephens Group Asset Management, LLC 12.15% Add +4.0% 966,322 $180.2M
Brookstone Capital Management 2.15% Add +6.3% 964,897 $179.9M
CIBC Private Wealth Group LLC 0.30% Reduce -4.1% 952,759 $177.7M
Systematic Alpha Investments, LLC 5.49% No change 894,868 $166.9M
Merit Financial Group, LLC 1.53% Add +1.9% 892,908 $166.5M
BNP Paribas Financial Markets 0.13% Add +3.1% 874,002 $163.0M
Rockefeller Capital Management L.P. 0.32% Add +18.2% 867,057 $161.7M
US Bancorp \de 0.19% Reduce -5.0% 840,174 $156.7M
Beacon Pointe Advisors, LLC 1.29% Reduce -10.3% 817,059 $152.4M
Blair William & Co. 0.40% Reduce -2.4% 804,306 $150.0M
Thrive Wealth Management, LLC 22.56% Add +3.5% 801,260 $149.4M
Kestra Advisory Services, LLC 0.68% Reduce -0.7% 792,300 $147.8M
Vista Capital Partners, Inc. 14.80% Reduce -0.1% 780,311 $145.5M
Saudi Central Bank 5.39% No change 756,686 $141.8M
Everhart Financial Group, Inc. 14.11% Add +10.0% 754,754 $140.8M
RMG Wealth Management LLC 19.02% Add +40492.2% 722,136 $135.0M
Prime Capital Investment Advisors, LLC 1.69% Add +0.7% 721,058 $134.5M
Creative Planning 0.10% Add +2.7% 717,909 $133.9M
Woodmont Investment Counsel LLC 8.74% Reduce -6.0% 708,345 $132.1M
Sequoia Financial Advisors, LLC 0.79% Add +2.7% 697,392 $130.1M
Strategies Wealth Advisors, LLC 13.49% Add +1.1% 695,635 $129.7M
Brandywine Oak Private Wealth LLC 11.15% Add +2.3% 687,779 $128.3M
Clearstead Advisors, LLC 1.85% Add +1.9% 680,828 $127.0M
Citizens Financial Group Inc. 1.69% Reduce -2.0% 657,583 $123.2M
Permanens Capital L.P. 18.35% Reduce -17.6% 656,355 $123.0M
Mountain Capital Investment Advisors Inc. 21.66% Reduce -6.4% 658,072 $123.0M
Focused Wealth Management, Inc 13.22% Add +5.0% 655,219 $122.2M
Capitolis Liquid Global Markets LLC 0.97% Add +111.1% 654,500 $122.1M
Cary Street Partners Financial LLC 3.15% Add +5.8% 651,348 $121.5M
Brickley Wealth Management 20.87% Add +0.3% 642,107 $119.7M
Envestnet Portfolio Solutions, Inc. 0.44% Reduce -2.4% 633,514 $118.1M
Foster Group, Inc. 3.68% Reduce -46.5% 628,837 $117.3M
Partners Capital Investment Group, LLP 4.57% Reduce -7.0% 616,349 $114.9M
Simon Quick Advisors, LLC 5.02% Add +2.5% 595,203 $111.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.89% Add +5.0% 587,713 $109.6M
Nepc LLC 2.88% Reduce -10.9% 587,402 $109.5M
Efficient Advisors, LLC 6.17% Add +3.2% 586,881 $109.4M
BOK Financial Private Wealth, Inc. 6.88% Add +0.8% 583,256 $109.3M
Wealthspire Advisors, LLC 0.57% Reduce -0.4% 580,510 $108.3M
Orion Porfolio Solutions, LLC 0.81% Add +5.8% 560,291 $104.5M
Cwm, LLC 0.31% Reduce -3.3% 556,104 $103.7M
Bleakley Financial Group, LLC 2.38% Add +0.6% 550,854 $102.7M
Invictus Private Wealth, LLC 6.42% Add +2.4% 549,927 $102.6M
RMR Wealth Builders 8.38% Add +6.0% 534,142 $100.1M
Bank of Hawaii 4.94% Reduce -1.0% 530,878 $99.0M
Natixis Advisors, LLC 0.14% Add +8.6% 525,860 $98.1M
Financial Synergies Wealth Advisors, Inc. 9.89% Add +2.4% 523,872 $97.7M
Cornerstone Management, Inc. 15.95% Reduce -5.6% 517,071 $96.4M
Nadler Financial Group, Inc. 8.65% Add +4.7% 486,850 $90.8M
Pathway Financial Advisors LLC 12.08% Add +13.5% 485,934 $90.6M
Trust Co of Tennessee 19.00% Add +1.2% 483,188 $90.1M
Accredited Investors Inc. 4.94% Add +0.3% 474,488 $88.5M
Summit Financial, LLC 1.35% Add +10.9% 471,875 $88.0M
CreativeOne Wealth, LLC 2.14% Add +1.7% 470,223 $87.7M
Mercer Global Advisors Inc. 0.15% Reduce -21.1% 467,049 $87.1M
BlackRock, Inc. 0.00% Add +42.9% 466,739 $87.0M
Relyea Zuckerberg Hanson LLC 8.94% Reduce -0.5% 456,131 $85.1M
Pasadena Private Wealth, LLC 11.66% Add +2.5% 433,375 $80.8M
Clark Asset Management, LLC 9.23% Add +8.7% 426,081 $79.5M
&partners 0.51% Add +10.9% 425,506 $79.4M
Savant Capital, LLC 0.47% Add +101.6% 417,548 $77.9M
Vanguard Group Inc. 0.00% Add +4.0% 415,060 $77.4M
Rodgers & Associates, LTD 7.86% Reduce -0.7% 409,009 $76.3M
Steward Partners Investment Advisory, LLC 0.44% Add +19.6% 407,273 $76.0M
Bank of Montreal 0.03% Add +5.7% 404,569 $75.4M
Stephens Inc. 0.96% Add +2.0% 402,769 $75.1M
Unison Advisors LLC 6.84% Add +4.9% 400,453 $75.0M
Atria Investments, Inc 0.85% Reduce -3.0% 399,519 $74.5M
Kestra Private Wealth Services, LLC 0.95% Add +2.7% 389,028 $72.5M
Allworth Financial LP 0.32% Add +5.1% 386,711 $72.1M
Midland Wealth Advisors, LLC 3.81% Reduce -36.0% 382,277 $71.3M
Manufacturers Life Insurance Company, The 0.06% Reduce -3.1% 375,155 $70.0M
Presilium Private Wealth, LLC 13.19% Add +2.8% 372,373 $69.4M
Evoke Wealth, LLC 1.45% Reduce -2.0% 370,045 $69.4M
Wellington Management Group LLP 0.01% New 370,513 $69.1M
CSM Advisors, LLC 1.91% No change 366,983 $68.4M
Signaturefd, LLC 1.07% Reduce -0.4% 362,262 $67.6M
Sage Financial Group Inc. 4.56% Add +0.1% 359,325 $67.0M
Japan Science & Technology Agency 1.19% No change 357,328 $66.6M
Condor Capital Management 5.46% Add +2.4% 356,932 $66.6M
Exencial Wealth Advisors, LLC 2.16% Reduce -0.0% 355,454 $66.3M
Strategic Blueprint, LLC 2.84% Reduce -13.6% 349,014 $65.1M
Lido Advisors, LLC 0.27% Add +15.3% 348,420 $65.0M
Gleason Group, Inc. 6.50% Add +1.3% 346,909 $64.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.30% Reduce -1.0% 346,440 $64.6M
Janney Montgomery Scott LLC 0.15% Reduce -3.9% 344,712 $64.3M
Bessemer Group Inc. 0.10% Add +5.7% 344,269 $64.2M
Equitable Trust Co. 2.89% Add +1.0% 337,419 $62.9M
Koshinski Asset Management, Inc. 4.48% Add +5.4% 337,170 $62.9M
Advisors Capital Management, LLC 0.78% Add +7.9% 333,509 $62.2M
Trustmark Bank Trust Department 4.02% Add +10.8% 331,479 $61.8M
BIP Wealth, LLC 3.04% Reduce -4.6% 329,979 $61.5M
EverSource Wealth Advisors, LLC 2.43% Add +1.1% 329,165 $61.4M
Grey Fox Wealth Advisors, LLC 12.44% Add +5.9% 325,567 $61.0M
Total Wealth Planning, LLC 6.98% Add +2.1% 323,605 $60.3M
Financial Engines Advisors L.L.C. 0.11% Add +25.5% 321,270 $59.9M
OLIO Financial Planning 17.35% Add +4.6% 317,127 $59.1M
Trust Co 6.04% Add +0.9% 316,403 $59.0M
49 Wealth Management, LLC 5.53% Add +11.9% 314,712 $58.7M
M&T Bank Corp 0.20% Add +3.8% 312,819 $58.3M
Signature Estate & Investment Advisors LLC 1.25% Add +2.1% 312,609 $58.3M
Hirtle & Co., LLC 2.27% Reduce -0.7% 307,832 $57.4M
Partners in Financial Planning 9.72% Add +0.3% 301,476 $56.2M
VestGen Advisors, LLC 1.87% Reduce -1.7% 300,344 $56.0M
Blue Edge Capital, LLC 7.93% Reduce -2.6% 299,321 $55.8M
Concurrent Investment Advisors, LLC 0.96% Add +5.3% 298,535 $55.7M
Foster Victor Wealth Advisors, LLC 3.43% Reduce -0.4% 293,726 $55.1M
Farther Finance Advisors, LLC 0.81% Add +259.2% 287,791 $53.7M
Affinity Capital Advisors, LLC 8.21% Add +8.4% 286,522 $53.4M
Fifth Third Bancorp 0.17% Reduce -3.8% 279,555 $52.1M
Bishop & Co Investment Management, LLC 17.41% Add +2.1% 279,081 $52.0M
DAVENPORT & Co LLC 0.28% Add +4.0% 276,053 $51.5M
Baltimore-Washington Financial Advisors, Inc. 2.18% Add +10.2% 273,151 $50.9M
Oxford Financial Group, LTD. LLC 2.87% Add +1.7% 271,967 $50.7M
Baron Silver Stevens Financial Advisors, LLC 7.38% Add +3.1% 270,495 $50.4M
McIlrath & Eck, LLC 5.21% Add +7.0% 270,407 $50.4M
Angeles Wealth Management, LLC 3.05% Reduce -0.6% 266,325 $49.7M
Warwick Investment Management, Inc. 8.53% Add +3.9% 263,456 $49.1M
Chaney Capital Management, Inc. 17.24% Add +2.2% 260,601 $48.6M
Crane Advisory, LLC 7.63% Add +2.7% 261,047 $48.6M
Oarsman Capital, Inc. 6.80% Add +2.6% 259,846 $48.5M
MCF Advisors LLC 2.95% Add +3.5% 257,775 $48.2M
MAI Capital Management 0.30% Add +6.0% 254,415 $47.4M
Cresset Asset Management, LLC 0.21% Add +4.3% 251,657 $47.2M
NewEdge Wealth, LLC 0.68% Reduce -2.4% 254,429 $47.1M
Old Mission Investment Co LLC 11.45% Add +3.7% 250,106 $46.9M
Waverly Advisors, LLC 0.46% Reduce -1.8% 248,979 $46.4M
Penserra Capital Management LLC 0.55% Add +11.3% 247,792 $46.2M
Mgo One Seven LLC 1.07% Add +5.8% 246,907 $46.0M
Franklin Resources Inc. 0.01% Add +0.1% 245,990 $45.9M
Truefg, LLC 12.59% Add +3.4% 244,336 $45.6M
Lake Street Private Wealth, LLC 5.83% Add +1.3% 241,396 $45.0M
Strategic Investment Advisors / MI 3.95% Reduce -0.7% 235,561 $43.9M
Creative Financial Designs Inc. 2.92% Add +2.9% 232,863 $43.4M
Russell Investments Group, Ltd. 0.05% Add +95.5% 232,811 $43.4M
Oak Hill Wealth Advisors, LLC 8.12% Add +5.9% 232,281 $43.3M
Cahill Financial Advisors Inc. 4.93% Add +1.7% 232,227 $43.3M
TL Private Wealth 17.24% Add +0.4% 232,913 $43.0M
Noble Family Wealth, LLC 9.45% Add +6.6% 229,872 $42.9M
Federation des caisses Desjardins du Quebec 0.17% Add +2.1% 227,289 $42.4M
Financial Advisory Corp 6.20% Add +4.1% 225,945 $42.1M
Rise Advisors, LLC 14.77% Add +7.1% 220,772 $41.2M
Comerica Bank 0.15% Reduce -0.2% 218,626 $40.8M
Hennion & Walsh Asset Management, Inc. 1.48% Reduce -28.7% 218,439 $40.7M
J.W. Cole Advisors, Inc. 0.77% Add +4.1% 216,372 $40.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.33% Add +10.7% 215,634 $40.2M
HUB Investment Partners, LLC 1.48% Add +4.8% 215,576 $40.2M
Golden Road Advisors LLC 22.75% Add +3.5% 210,746 $39.3M
Integrity Alliance, Llc. 1.85% Add +0.5% 209,801 $39.1M
Mesirow Financial Investment Management, Inc. 0.70% Add +0.8% 208,940 $39.0M
Mainsail Asset Management, LLC 16.91% Add +2.9% 206,769 $38.6M
Legacies Wealth LLC 24.70% Add +3.5% 205,586 $38.3M
Avior Wealth Management, LLC 1.22% Reduce -0.1% 203,669 $38.0M
Apella Capital, LLC 0.84% Add +7.6% 204,461 $37.8M
Berman McAleer LLC 5.28% — 201,450 $37.8M
Gotham Asset Management 0.16% Add +57.9% 200,000 $37.3M
Sepio Capital, LP 2.19% Add +0.6% 198,364 $37.0M
Wealth Alliance Advisory Group, LLC 6.67% Add +0.9% 198,311 $37.0M
Advisory Services Network, LLC 0.54% Add +18.4% 196,586 $36.7M
TD Private Client Wealth LLC 0.81% Add +1.6% 193,473 $36.1M
Greenup Street Wealth Management LLC 5.48% Add +24.0% 191,224 $35.7M
Sigma Investment Counselors Inc. 1.85% Reduce -0.1% 190,801 $35.6M
Financial Advisors Network, Inc. 5.01% Reduce -0.3% 189,637 $35.4M
Glenmede Investment Management, LP 0.17% Reduce -8.3% 189,255 $35.3M
Brown Wealth Management, LLC 9.84% Add +3.9% 187,952 $35.1M
Jacobsen Capital Management 11.82% Add +0.7% 187,059 $34.9M
Savvy Advisors, Inc. 1.58% Add +44.1% 184,533 $34.4M
Brown Advisory Inc. 0.04% Add +0.7% 183,795 $34.3M
Evergreen Capital Management LLC 0.81% Add +2.0% 181,600 $34.0M
Trustees of Dartmouth College 8.73% No change 182,250 $34.0M
First American Trust, FSB 2.47% Reduce -8.1% 182,193 $34.0M
Nwam LLC 1.84% Reduce -0.7% 181,872 $34.0M
O'Dell Group, LLC 7.27% Add +3.0% 181,794 $33.9M
Northern Trust Corp. 0.00% Add +2.3% 181,504 $33.8M
Mosaic Family Wealth Partners, LLC 3.96% Add +1.0% 182,146 $33.8M
FLC Capital Advisors 6.55% Reduce -1.4% 181,229 $33.8M
Sageworth Trust Co 1.57% Add +3.9% 180,411 $33.6M
AAF Wealth Management, LLC 15.13% Add +28.5% 179,059 $33.4M
Obsidian Cio, LLC 4.36% Add +6.8% 178,030 $33.2M
Graham Capital Management, L.P. 1.80% Add +60.0% 176,000 $32.8M
Regatta Capital Group, LLC 5.13% Add +2.1% 174,322 $32.5M
Marino, Stram & Associates LLC 5.81% Add +1.0% 173,223 $32.3M
Cornerstone Wealth Advisors, Inc. 7.81% Reduce -3.0% 173,067 $32.3M
Goldstone Financial Group, LLC 3.80% Add +6.1% 172,439 $32.2M
Hiley Hunt Wealth Management 15.13% Add +1.3% 172,421 $32.2M
Cambridge Capital Management, LLC 15.41% Add +2.2% 172,390 $32.1M
MA Private Wealth 5.38% Add +4.0% 171,502 $32.0M
Fee-Only Financial Planning, L.C. 18.43% Reduce -0.9% 169,415 $31.6M
Kaydan Wealth Management, Inc. 8.97% Add +1.3% 168,421 $31.4M
Freedom Investment Management, Inc. 8.30% Reduce -4.5% 168,283 $31.4M
Modern Wealth Management, LLC 0.62% Add +0.9% 168,282 $31.4M
Arbor Wealth Advisors LLC 23.25% Add +0.3% 166,988 $31.1M
Hilltop Partners LLC 9.26% Add +2.2% 166,182 $31.0M
Acorn Creek Capital LLC 11.62% Add +3.9% 165,071 $30.8M
Segall Bryant & Hamill, LLC 0.41% Reduce -5.2% 164,482 $30.7M
Warner Financial, Inc. 11.42% Add +1.1% 163,950 $30.6M
Mitchell McLeod Pugh & Williams Inc. 4.88% Add +17.1% 161,714 $30.3M
Bare Financial Services, Inc 8.92% Add +4.4% 160,217 $29.9M
Studio Investment Management LLC 5.59% Reduce -1.4% 157,879 $29.6M
Allen Wealth Management, LLC 19.99% Add +1.5% 158,085 $29.5M
Wealthspire Retirement, LLC 1.88% Add +1.3% 157,785 $29.4M
Towerpoint Wealth, LLC 11.98% Add +3.6% 156,944 $29.3M
Bragg Financial Advisors, Inc 0.94% Reduce -0.8% 153,003 $28.5M
Wealth Architects, LLC 2.68% Reduce -0.5% 152,294 $28.4M
FWG Holdings, LLC 12.23% Reduce -11.5% 152,402 $28.3M
Waterford Advisors, LLC 9.61% Add +3917.3% 149,000 $27.8M
Integrated Wealth Concepts LLC 0.25% Reduce -0.5% 148,425 $27.7M
Impact Partnership Wealth, LLC 4.03% Add +14.9% 145,365 $27.1M
Courier Capital LLC 1.54% Add +0.5% 143,831 $26.8M
Parallel Advisors, LLC 0.49% Add +6.5% 143,613 $26.8M
Frisch Financial Group, Inc. 6.22% Add +7.7% 142,585 $26.7M
Smith & Howard Wealth Management, LLC 6.22% Add +2.3% 143,170 $26.7M
Stratos Wealth Partners, LTD. 0.32% Add +14.7% 142,698 $26.6M
Principal Securities, Inc. 0.44% Add +5.3% 142,587 $26.6M
Capital Wealth Management, LLC 9.19% Add +1.2% 141,637 $26.4M
Rochester Wealth Strategies, LLC 17.26% Add +4.2% 141,438 $26.4M
Financial Management Professionals, Inc. 2.73% Add +2.1% 140,062 $26.3M
Lebenthal Global Advisors, LLC 4.59% Add +1.8% 140,711 $26.2M
Retirement Planning Group, LLC 0.91% Add +1.9% 140,140 $26.1M
Market Street Wealth Management Advisors LLC 4.15% Add +0.3% 140,002 $26.1M
Park Avenue Securities LLC 0.20% Add +6.5% 139,169 $26.0M
TD Capital Management LLC 2.32% Reduce -0.4% 138,198 $25.8M
First PREMIER Bank 5.84% Add +1.3% 138,022 $25.7M
Prospera Financial Services Inc 0.43% Reduce -5.0% 135,995 $25.4M
Compound Planning, Inc. 0.82% Add +3.2% 135,200 $25.2M
Parker Financial LLC 10.23% Add +0.3% 133,787 $25.0M
Quest Investment Management LLC 2.61% Reduce -1.4% 133,149 $24.8M
Great Valley Advisor Group, Inc. 0.50% Reduce -7.0% 132,748 $24.8M
Certified Advisory Corp 2.35% Reduce -0.9% 132,543 $24.7M
Veery Capital, LLC 7.79% Add +4.0% 132,266 $24.7M
Fifth Third Securities, Inc. 1.68% Add +0.6% 131,548 $24.5M
Wealthspan Partners, LLC 9.43% Reduce -0.7% 131,215 $24.5M
SOL Capital Management CO 2.18% Add +5.4% 130,468 $24.3M
25 LLC 8.28% Reduce -0.3% 130,435 $24.3M
Black Diamond Financial, LLC 2.71% Add +104.3% 129,645 $24.2M
Robertson Stephens Wealth Management, LLC 0.73% Reduce -4.1% 128,523 $24.1M
Evolution Advisers, Inc. 10.75% Add +1.5% 127,912 $23.9M
Bison Wealth, LLC 2.20% Add +16.8% 127,963 $23.9M
Global Retirement Partners, LLC 0.53% Reduce -0.5% 126,104 $23.5M
White Lighthouse Investment Management Inc. 3.58% Add +5.1% 125,770 $23.5M
Meridian Wealth Management, LLC 0.90% Add +4.4% 126,131 $23.4M
Compass Planning Associates Inc 21.37% Reduce -6.5% 124,931 $23.3M
Mutual Advisors, LLC 0.51% Reduce -1.6% 124,257 $23.3M
Shore Point Advisors, LLC 10.22% Add +2.1% 123,912 $23.1M
Wealthcare Advisory Partners LLC 0.48% Add +0.9% 122,997 $22.9M
Valley Wealth Managers, Inc. 1.51% Add +5.8% 122,898 $22.9M
Arcadia Wealth Management, LLC 9.04% Reduce -7.5% 122,144 $22.8M
Fiduciary Financial Group, LLC 3.60% Add +3.5% 122,101 $22.8M
Bokf, NA 0.34% Add +2.3% 121,781 $22.7M
Chicago Partners Investment Group LLC 0.59% Add +0.1% 120,964 $22.7M
Antonelli Financial Advisors, LLC 15.34% Add +2.2% 121,113 $22.6M
Oak Root LLC 2.60% Reduce -1.9% 120,210 $22.4M
Boyd Wealth Management, LLC 9.56% Add +4.4% 119,052 $22.2M
Elevatus Welath Management 6.40% Add +2268.8% 118,867 $22.2M
B. Riley Wealth Advisors, Inc. 1.06% Reduce -16.7% 118,646 $22.1M
Staley Capital Advisers Inc. 0.91% Add +0.4% 118,385 $22.1M
Droms Strauss Advisors Inc. /Mo/ 6.40% Reduce -0.9% 118,377 $22.1M
Compton Wealth Advisory Group, LLC 5.09% Add +8.2% 118,031 $22.0M
Spire Wealth Management 0.75% Reduce -1.7% 117,387 $21.9M
Venture Visionary Partners LLC 0.75% Reduce -1.4% 117,016 $21.8M
REAP Financial Group, LLC 4.72% Add +17.6% 116,485 $21.7M
Clayton Financial Group LLC 15.84% Add +26.1% 116,289 $21.7M
Valley National Advisers Inc. 3.34% Add +10.5% 115,756 $21.6M
Stephens Consulting, LLC 7.43% Reduce -43.8% 115,509 $21.5M
Elm Partners Management LLC 1.08% Add +80.2% 114,943 $21.4M
MTC Wealth Management LLC 9.89% Reduce -1.0% 113,858 $21.2M
Focus Partners Advisor Solutions, LLC 0.24% Add +17.4% 113,570 $21.2M
Prism Advisors, Inc. 5.70% Add +2.8% 113,125 $21.1M
Firestone Capital Management 4.55% Add +1.8% 112,926 $21.1M
Ameritas Advisory Services, LLC 1.38% Add +55.0% 112,762 $21.0M
Heartwood Wealth Advisors LLC 1.96% Add +0.3% 112,594 $21.0M
Sovereign Financial Group, Inc. 3.91% Add +2.4% 112,106 $20.9M
Schwallier Wealth Management LLC 12.98% Reduce -5.6% 111,521 $20.8M
Nabity-Jensen Investment Management Inc 14.15% Add +0.6% 109,480 $20.4M
First Horizon Corp. 0.96% — 109,189 $20.4M
Seven Mile Advisory 3.30% Add +7869.4% 107,826 $20.1M
Werba Rubin Papier Wealth Management 3.22% Add +87.9% 106,782 $19.9M
Members Advisory Group LLC 7.03% Reduce -6.9% 106,511 $19.9M
Elite Financial, Inc. 9.07% Add +2.3% 105,928 $19.8M
Capital Investment Advisory Services, LLC 1.57% Add +4.7% 106,099 $19.8M
R. W. Roge & Company, Inc. 10.14% Add +0.4% 106,044 $19.8M
Aspire Private Capital, LLC 4.32% Add +2.6% 105,464 $19.7M
Campbell Deegan Wealth Management, LLC 17.48% Add +3.8% 104,963 $19.6M
Janus Henderson Group PLC 0.01% Reduce -0.6% 104,897 $19.6M
Sightline Wealth Advisors, LLC 8.82% Add +3.4% 104,715 $19.5M
Sapient Capital LLC 0.30% Add +36.4% 104,589 $19.5M
Matrix Private Capital Group LLC 10.35% Add +4.4% 104,174 $19.5M
Tenret Co LLC 10.07% Reduce -0.1% 104,319 $19.5M
RFG Advisory, LLC 0.40% Reduce -7.4% 103,737 $19.3M
Marshall Financial Group Inc. 5.27% Add +0.6% 102,828 $19.2M
Aspiriant, LLC 0.58% Reduce -1.6% 102,384 $19.1M
Aspen Wealth Strategies, LLC 10.60% Add +1.2% 101,540 $18.9M
Jane Street Group, LLC 0.02% New 101,470 $18.9M
Bell Investment Advisors, Inc 3.09% Add +1.1% 101,307 $18.9M
Advantage Trust Co 8.53% Add +7.6% 101,281 $18.9M
NBT Bank, N.A. 1.21% Reduce -98.6% 1,415 $18.6M
Hartmann Taylor Wealth Management, LLC 13.33% Add +3.6% 99,555 $18.6M
Legacy Edge Advisors, LLC 2.18% Reduce -6.0% 99,340 $18.5M
Cherry Tree Wealth Management, LLC 4.06% Add +2.1% 99,105 $18.5M
Visionary Wealth Advisors 0.86% Add +4.0% 99,010 $18.5M
Topel & Distasi Wealth Management, LLC 9.09% Add +4.4% 98,717 $18.4M
Perkins Coie Trust Co 3.44% Add +2.7% 98,124 $18.3M
AE Wealth Management LLC 0.12% Add +14.1% 97,856 $18.2M
Lokken Investment Group LLC 6.24% Reduce -10.3% 97,500 $18.2M
BlueStem Wealth Partners, LLC 2.08% Reduce -2.2% 97,487 $18.2M
Quantinno Capital Management LP 0.05% Add +53.6% 96,767 $18.0M
Falcon Wealth Planning 1.61% Reduce -4.6% 96,046 $17.9M
Cresta Advisors, Ltd. 7.97% Reduce -2.1% 95,706 $17.8M
Stone Summit Wealth LLC 5.06% Add +4.7% 95,633 $17.8M
Forvis Mazars Wealth Advisors, LLC 0.35% Reduce -7.5% 94,683 $17.7M
Hemington Wealth Management 2.29% Reduce -1.8% 94,279 $17.6M
Steele Capital Management, Inc. 0.78% Add +15.6% 93,663 $17.6M
Beacon Financial Strategies CORP 10.29% Reduce -10.8% 93,536 $17.4M
Pure Financial Advisors, LLC 0.27% Reduce -0.3% 92,509 $17.3M
LaSalle St. Investment Advisors, LLC 3.09% Add +4.7% 92,502 $17.3M
Gemmer Asset Management LLC 1.38% Add +1.0% 91,702 $17.1M
One Charles Private Wealth Services, LLC 4.47% Add +4.2% 91,218 $17.0M
Global Strategic Investment Solutions, LLC 1.68% Add +0.0% 90,510 $16.9M
Rinkey Investments 4.47% Add +10.1% 90,265 $16.8M
Dakota Wealth Management 0.34% Reduce -10.5% 90,171 $16.8M
Robinswood Financial LLC 5.61% Add +2.8% 90,160 $16.8M
Associated Banc-Corp 0.44% Reduce -6.4% 89,805 $16.7M
First United Bank & Trust 5.37% Add +0.7% 88,677 $16.5M
PFG Advisors 0.68% New 88,415 $16.5M
Thrivent Financial for Lutherans 0.03% Reduce -85.8% 88,401 $16.5M
Souders Financial Advisors 1.96% Add +5.1% 88,169 $16.4M
Beacon Financial Group 1.61% Add +13.6% 88,034 $16.4M
Bay Harbor Wealth Management, LLC 4.35% Add +1.2% 85,832 $16.1M
AQR Capital Management 0.01% Add +58.1% 85,919 $16.0M
Kingswood Wealth Advisors, LLC 0.97% Add +71.5% 85,852 $16.0M
Novem Group 1.90% Reduce -0.0% 85,422 $15.9M
Consolidated Portfolio Review Corp 1.99% Add +8.9% 84,997 $15.9M
QRG Capital Management, Inc. 0.19% Reduce -3.0% 84,586 $15.8M
Tortoise Investment Management, LLC 1.40% Add +1.4% 84,475 $15.8M
Harbour Investments, Inc. 0.36% Add +6.9% 84,149 $15.7M
CX Institutional 0.47% Reduce -22.4% 83,890 $15.6M
First National Bank of Omaha 0.99% Add +1.2% 83,703 $15.6M
Obsidian Personal Planning Solutions LLC 5.40% Add +2.6% 83,774 $15.6M
Ashton Thomas Private Wealth, LLC 0.40% Reduce -3.2% 82,898 $15.5M
Essex Financial Services, Inc. 0.93% Add +2.2% 83,223 $15.5M
CoreCap Advisors, LLC 0.56% Add +18.6% 83,058 $15.5M
Ellis Investment Partners, LLC 2.79% Add +1.4% 82,868 $15.5M
Bridgewealth Advisory Group, LLC 3.58% Add +9.3% 82,826 $15.4M
Whitegate Investment Counselors, Inc. 5.07% Reduce -1.3% 82,550 $15.4M
Mirae Asset Global Investments Co., Ltd. 0.05% Add +21.3% 82,550 $15.4M
Lutz Financial Services LLC 1.11% Add +0.3% 82,491 $15.4M
Composition Wealth, LLC 0.23% Reduce -19.9% 82,433 $15.4M
CJM Wealth Advisers, Ltd. 4.71% Reduce -10.9% 82,283 $15.3M
Gill Capital Partners, LLC 4.67% Add +5.2% 81,931 $15.3M
PCA Investment Advisory Services Inc. 5.65% Add +3.7% 81,898 $15.3M
SWP Financial LLC 7.77% Add +4.3% 81,792 $15.3M
Emerald Advisors, LLC 2.01% Add +6.3% 81,289 $15.2M
Berger Financial Group, Inc 0.91% Add +3.0% 81,273 $15.2M
Cambridge Associates LLC /Ma/ 0.28% No change 81,110 $15.1M
Plum Street Advisors, LLC 5.81% Add +0.7% 80,685 $15.0M
Ieq Capital, LLC 0.05% Add +33.0% 80,478 $15.0M
Kathmere Capital Management, LLC 1.06% Add +2.8% 79,660 $14.9M
UMB Bank, n.a. 0.22% Reduce -1.2% 79,625 $14.8M
TKG Advisors, LLC 6.34% Add +0.5% 79,413 $14.8M
Affiance Financial, LLC 2.69% Add +8.2% 79,230 $14.8M
Oppenheimer & Co. Inc. 0.18% Add +0.2% 78,819 $14.7M
Valence8 US LP 5.02% Reduce -20.3% 78,552 $14.6M
Financial Advisory Partners, LLC 4.26% Add +4.4% 78,279 $14.6M
Matauro, LLC 2.31% Reduce -0.5% 77,873 $14.5M
STAR Financial Bank 8.59% Reduce -1.6% 77,859 $14.5M
Mayfair Advisory Group, LLC 6.22% Add +5.5% 77,741 $14.5M
Outlook Wealth Advisors, LLC 3.61% Add +1.3% 77,684 $14.5M
Abich Financial Wealth Management LLC 5.15% — 77,604 $14.5M
Diversified Portfolios, Inc. 1.28% Add +0.7% 77,526 $14.5M
Kingsview Wealth Management, LLC 0.22% Add +59.1% 77,500 $14.5M
Greenbush Financial Group, LLC 5.54% Add +6.5% 77,387 $14.4M
CGN Advisors LLC 1.18% Add +6.5% 77,048 $14.4M
Bruce G. Allen Investments, LLC 10.27% Add +0.5% 76,844 $14.3M
IFG Advisory, LLC 0.65% Add +1.9% 76,726 $14.3M
Wetzel Investment Advisors, Inc. 6.11% Reduce -0.2% 76,134 $14.3M
Moody National Bank Trust Division 1.20% Add +8.4% 76,276 $14.2M
Valmark Advisers, Inc. 0.18% Add +11.5% 76,119 $14.2M
Breakwater Capital Group 2.09% Reduce -8.6% 75,814 $14.1M
IHT Wealth Management, LLC 0.36% Add +5.8% 75,448 $14.1M
AJ Advisors, LLC 5.76% Add +3.1% 75,431 $14.1M
Latigo Investments, LLC 7.04% No change 74,917 $14.0M
IFP Advisors, Inc 0.36% Reduce -35.9% 74,680 $13.9M
E&G Advisors, LLC 3.24% Reduce -0.4% 74,619 $13.9M
Wealthfront Advisers LLC 0.03% Add +2.8% 73,969 $13.8M
Clark Financial Services Group Inc. 7.31% Reduce -0.5% 73,750 $13.8M
Perigon Wealth Management, LLC 0.28% Add +6.1% 72,890 $13.6M
Sowell Financial Services LLC 0.52% Add +0.8% 72,613 $13.5M
Payne Capital Management, LLC 4.34% Add +20.6% 72,246 $13.5M
Madden Advisory Services, Inc. 5.64% Reduce -2.5% 71,994 $13.4M
Capital Analysts, LLC 0.38% Add +19.6% 70,618 $13.2M
Cooksen Wealth, LLC 9.79% Add +8.3% 70,305 $13.1M
Beacon Bridge Wealth Partners, LLC 4.64% Add +2.0% 69,989 $13.1M
Weaver Capital Management LLC 2.84% Add +0.5% 69,841 $13.0M
5th Street Advisors, LLC 6.42% Add +1.6% 69,539 $13.0M
Krilogy Financial LLC 0.49% Add +125.9% 69,889 $12.9M
Wellspring Financial Advisors, LLC 1.19% Reduce -0.9% 903,246 $12.9M
Maryland Capital Advisors Inc. 4.62% Reduce -0.7% 69,196 $12.9M
Americana Partners, LLC 0.39% Add +4.5% 69,159 $12.9M
Cercano Management LLC 0.50% No change 69,120 $12.9M
Prosperitas Financial LLC 5.30% Add +0.5% 68,555 $12.8M
SouthState Bank Corp 0.59% Reduce -44.6% 68,528 $12.8M
Sigma Planning Corp 0.36% Reduce -2.4% 68,282 $12.7M
Arkadios Wealth Advisors 0.31% Reduce -16.1% 68,269 $12.7M
Lodestar Private Asset Management LLC 1.32% Add +1.9% 68,023 $12.7M
Mayport, LLC 2.72% Add +0.7% 67,415 $12.6M
OneDigital Investment Advisors LLC 0.13% Add +18.2% 67,400 $12.6M
Greenhouse Wealth Management, LLC 7.51% Reduce -7.8% 67,046 $12.5M
HTG Investment Advisors, Inc. 4.20% Add +15.1% 66,864 $12.5M
First Heartland Consultants, Inc. 1.01% Add +5.4% 66,839 $12.5M
Trust Co of the South 2.06% No change 66,655 $12.4M
Benjamin Edwards Inc. 0.14% Add +3.1% 66,117 $12.3M
Ausdal Financial Partners, Inc. 0.59% Add +28.9% 65,446 $12.2M
Zhang Financial LLC 0.49% Add +1.8% 65,245 $12.2M
Commerce Bank 0.07% Add +2.1% 65,224 $12.2M
Refined Wealth Management 7.79% Reduce -0.3% 65,001 $12.1M
Leeward Financial Partners, LLC 3.44% Reduce -3.9% 64,840 $12.1M
Sandbox Financial Partners, LLC 3.46% Add +3.1% 64,789 $12.1M
Watershed Private Wealth LLC 3.82% Add +3.6% 64,766 $12.1M
Cooper Capital Advisors LLC 7.73% New 64,130 $12.0M
Aire Advisors, LLC 2.16% Reduce -1.3% 63,903 $11.9M
WealthShield Partners, LLC 1.34% Reduce -5.1% 63,458 $11.8M
Hoge Financial Services, LLC 6.78% Add +0.8% 63,396 $11.8M
Five Pine Wealth Management 7.97% Add +1.4% 63,249 $11.8M
Focus Financial Network, Inc. 0.42% Add +24.2% 62,915 $11.8M
EdgeRock Capital LLC 3.27% Reduce -39.6% 63,053 $11.8M
Collective Family Office LLC 2.82% Add +1.5% 62,975 $11.7M
Boston Partners 0.01% Add +571.4% 62,387 $11.7M
Titleist Asset Management, LLC 1.02% Add +0.8% 62,499 $11.7M
Mokosak Advisory Group, LLC 3.04% Add +0.7% 62,231 $11.6M
Gallagher Fiduciary Advisors, LLC 0.42% Reduce -0.4% 61,952 $11.6M
Keystone Financial Group 0.88% Add +2.4% 61,734 $11.5M
Symmetry Partners, LLC 1.25% Add +24.0% 61,728 $11.5M
Safir Wealth Advisors, LLC 8.10% Add +0.7% 61,517 $11.5M
Inlight Wealth Management, LLC 5.38% Add +5.2% 61,475 $11.5M
CENTRAL TRUST Co 0.24% Add +8.2% 61,446 $11.5M
Traveka Wealth, LLC 5.11% Reduce -6.3% 61,335 $11.4M
Caprock Group, LLC 0.28% — 62,083 $11.4M
G&S Capital LLC 4.19% Add +2.9% 60,710 $11.3M
Sterling Investment Advisors LLC 5.61% Reduce -77.4% 60,399 $11.3M
Quotient Wealth Partners, LLC 0.31% Reduce -0.7% 60,255 $11.2M
Red Wave Investments LLC 3.41% Reduce -3.3% 59,643 $11.1M
Hurley Capital, LLC 6.26% Add +1.7% 59,596 $11.1M
HRT Financial LP 0.04% New 59,446 $11.1M
CWS Financial Advisors, LLC 3.06% Add +5.4% 59,095 $11.0M
American Investment Services, Inc. 2.64% Reduce -0.4% 58,997 $11.0M
PFG Private Wealth Management, LLC 4.89% New 58,839 $11.0M
Integrity Wealth Solutions LLC 4.89% Add +4.2% 58,839 $11.0M
Ellevest, Inc. 1.57% Add +5.0% 58,824 $11.0M
Apollon Wealth Management, LLC 0.19% Reduce -3.4% 58,487 $10.9M
Northern Financial Advisors Inc 5.71% New 58,353 $10.9M
U.S. Capital Wealth Advisors, LLC 0.29% Add +79.0% 58,302 $10.9M
Snowden Capital Advisors LLC 0.30% Reduce -0.2% 57,898 $10.9M
Susquehanna International Group, LLP 0.02% Reduce -9.4% 58,052 $10.8M
Abacus Planning Group, Inc. 1.49% Reduce -0.4% 57,863 $10.8M
Keeler & Nadler Financial Planning & Wealth Management 3.93% Reduce -0.7% 57,487 $10.7M
BTC Capital Management, Inc. 0.74% Reduce -1.1% 57,115 $10.7M
Harbor Investment Advisory, LLC 0.88% Add +4.9% 56,770 $10.6M
Exchange Traded Concepts, LLC 0.10% Add +56.8% 56,469 $10.5M
HB Wealth Management, LLC 0.07% Reduce -9.0% 56,448 $10.5M
Cornerstone Wealth Management, LLC 0.58% Add +1.0% 56,405 $10.5M
Lanham O'Dell & Company, Inc. 3.34% Reduce -0.2% 56,285 $10.5M
Nicolet Advisory Services, LLC 0.81% Add +15.4% 55,847 $10.5M
Cranbrook Wealth Management, LLC 2.09% Reduce -6.0% 55,785 $10.4M
SimpliFi, Inc. 4.45% New 55,780 $10.4M
Main Line Retirement Advisors, LLC 5.34% Add +4.8% 55,776 $10.4M
Strategic Investment Solutions, Inc. 2.72% Add +68.2% 55,220 $10.3M
Grove Bank & Trust 1.20% Add +5.6% 55,192 $10.3M
Dynamic Wealth Strategies, LLC 6.86% Reduce -1.3% 55,095 $10.3M
Advisors Preferred, LLC 1.51% Add +25.3% 54,900 $10.3M
Riversedge Advisors, LLC 1.72% Add +9.6% 54,990 $10.3M
TBH Global Asset Management, LLC 2.00% Reduce -28.4% 54,889 $10.2M
Summit Trail Advisors, LLC 0.14% Add +59.0% 54,568 $10.2M
Horizon Bancorp Inc. 4.87% Add +21.7% 54,726 $10.2M
FF Advisors,LLC 4.83% Add +10.9% 54,177 $10.1M
VSM Wealth Advisory, LLC 3.14% Add +20.0% 54,109 $10.1M
Weinberger Asset Management, Inc 3.63% Add +2.6% 53,798 $10.0M
Dynamic Advisor Solutions LLC 0.29% Reduce -57.9% 53,722 $10.0M
First National Bank Sioux Falls 3.12% Reduce -0.0% 53,695 $10.0M
Per Stirling Capital Management, LLC. 1.19% Add +1.1% 53,224 $9.9M
Flagship Wealth Advisors, LLC 3.27% Reduce -4.8% 53,122 $9.9M
Raab & Moskowitz Asset Management LLC 2.22% Reduce -1.8% 53,097 $9.9M
Connecticut Wealth Management, LLC 0.44% Reduce -4.1% 53,092 $9.9M
Gunma Bank,Ltd. 3.09% No change 53,000 $9.9M
Northstar Group, Inc. 1.51% Add +0.2% 52,961 $9.9M
Alliance Wealth Advisors, LLC 4.93% Add +3.7% 52,902 $9.9M
Nations Financial Group Inc, /Ia/ 0.61% Add +3.3% 52,777 $9.8M
NorthLanding Financial Partners, LLC 8.18% Add +0.0% 52,583 $9.8M
Prestige Wealth Management Group LLC 1.88% Reduce -2.4% 51,984 $9.7M
Watts Gwilliam & Co., LLC 1.56% Add +0.6% 51,749 $9.7M
Family Manage LLC 1.33% Add +1.4% 51,417 $9.6M
Cyndeo Wealth Partners, LLC 0.53% Add +0.3% 51,005 $9.5M
Performance Wealth Partners, LLC 0.27% Reduce -0.7% 50,994 $9.5M
Axxcess Wealth Management, LLC 0.20% Reduce -13.6% 50,939 $9.5M
BLB&B Advisors, LLC 0.41% Reduce -3.7% 50,926 $9.5M
Manchester Capital Management LLC 1.28% Reduce -9.4% 50,397 $9.4M
Cora Capital Advisors LLC 3.97% Add +2.8% 50,031 $9.3M
Atmos Advisory, LLC 5.68% Add +0.8% 49,991 $9.3M
Clear Creek Financial Management, LLC 0.80% Add +18.6% 49,604 $9.3M
Hohimer Wealth Management, LLC 1.30% Add +2.2% 49,564 $9.2M
New York Life Investment Management LLC 0.08% Add +70.9% 49,547 $9.2M
O'shaughnessy Asset Management, LLC 0.05% Add +13.6% 49,289 $9.2M
Perennial Investment Advisors, LLC 0.75% Add +7.1% 48,909 $9.1M
Pinnacle Associates Ltd. 0.12% Reduce -4.2% 48,592 $9.1M
Prairieview Wealth Partners, LLC 8.49% Add +2.9% 48,482 $9.0M
JMG Financial Group, Ltd. 0.26% Reduce -0.8% 48,293 $9.0M
Wealth Management Strategies, Inc. 4.45% Add +7.3% 48,129 $9.0M
Lansing Street Advisors 2.38% Add +0.5% 47,823 $9.0M
Register Financial Advisors LLC 3.48% Add +6.0% 47,496 $8.9M
Duncan Williams Asset Management, LLC 2.49% Add +2.6% 47,426 $8.8M
Interchange Capital Partners, LLC 1.73% Reduce -0.5% 47,322 $8.8M
UNIVEST FINANCIAL Corp 0.49% Add +7.7% 47,192 $8.8M
Planning Alternatives Ltd. 1.13% Reduce -2.3% 47,181 $8.8M
Drucker Wealth 3.0, LLC 1.55% Reduce -3.1% 46,817 $8.7M
Gladstone Institutional Advisory LLC 0.34% Add +0.7% 46,684 $8.7M
TPG Financial Advisors, LLC 3.24% Reduce -1.6% 46,590 $8.7M
St. Louis Trust Co 1.08% Reduce -8.2% 46,587 $8.7M
Mackenzie Financial Corp. 0.01% Add +8.6% 46,318 $8.6M
Elevated Capital Advisors, LLC 2.15% Add +4.0% 46,262 $8.6M
Cerro Pacific Wealth Advisors LLC 2.36% Reduce -4.6% 46,242 $8.6M
Wedbush Securities Inc. 0.28% Reduce -20.9% 46,216 $8.6M
Level Financial Advisors 2.43% Add +2.6% 46,203 $8.6M
Vivid Wealth Management, LLC 3.41% Add +1.6% 45,998 $8.6M
Kilter Group LLC 4.05% Add +34.8% 45,848 $8.6M
Regent Peak Wealth Advisors LLC 1.71% — 45,696 $8.5M
Eclectic Associates Inc. 1.55% Reduce -3.7% 45,181 $8.4M
Midwest Trust Co 0.11% Add +13.0% 45,160 $8.4M
Blue Trust, Inc. 0.09% Add +2.3% 44,694 $8.3M
Olistico Wealth, LLC 4.34% Reduce -1.1% 44,079 $8.2M
Pathstone Holdings, LLC 0.03% Add +1.4% 44,078 $8.2M
Valpey Financial Services, LLC 5.36% Add +0.8% 43,904 $8.2M
First County Bank 4.16% Reduce -1.8% 43,659 $8.1M
Neuberger Berman Group LLC 0.01% Reduce -0.2% 43,616 $8.1M
Hardy Reed LLC 0.59% Add +0.1% 43,281 $8.1M
Spreng Capital Management, Inc. 3.31% Reduce -0.3% 43,267 $8.1M
Founders Grove Wealth Partners, LLC 1.89% Reduce -1.5% 43,226 $8.1M
KFA Private Wealth Group, LLC 2.30% Reduce -2.2% 43,093 $8.0M
Phillips Financial Management, LLC 0.53% Add +19.1% 42,825 $8.0M
LeClair Wealth Partners LLC 4.93% New 42,411 $7.9M
Accel Wealth Management 2.28% Add +11.0% 41,982 $7.8M
Avantax Planning Partners, Inc. 0.22% Reduce -0.9% 41,878 $7.8M
Asset Planning Corporation 3.70% Add +1.0% 41,780 $7.8M
Avestar Capital, LLC 0.55% Reduce -4.9% 41,264 $7.7M
Dravo Bay LLC 3.39% Add +4.1% 41,123 $7.7M
Brighton Jones LLC 0.18% Add +1.2% 41,075 $7.7M
Ballentine Partners, LLC 0.11% Reduce -1.6% 40,992 $7.6M
One Capital Management, LLC 0.24% Add +6.7% 40,876 $7.6M
Cardiff Park Advisors, LLC 0.59% Add +1.7% 40,873 $7.6M
Ami Investment Management Inc. 1.76% Add +50.3% 40,750 $7.6M
Investment Advisory Group, LLC 2.06% Reduce -0.3% 40,685 $7.6M
Sharper & Granite LLC 2.69% Add +1.8% 40,212 $7.5M
Private Wealth Advisors, LLC 2.79% Reduce -9.5% 39,692 $7.4M
Ancora Advisors LLC 0.15% Add +1.1% 39,684 $7.4M
Willis Johnson & Associates, Inc. 0.45% Add +0.2% 39,374 $7.3M
Strategic Family Wealth Counselors, L.L.C. 1.88% Add +0.8% 39,173 $7.3M
Kovack Advisors, Inc. 0.69% Reduce -1.2% 39,136 $7.3M
Pine Valley Investments Ltd Liability Co 0.38% Reduce -1.4% 38,716 $7.3M
Mustard Seed Financial, LLC 4.65% Reduce -1.2% 38,814 $7.2M
StoneX Group Inc. 0.31% Add +14.6% 38,401 $7.2M
Flagship Harbor Advisors, LLC 0.31% Add +6.9% 38,166 $7.1M
Birnam Oak Advisors, LP 1.74% No change 38,000 $7.1M
Factor Wealth Management LTD 1.77% Add +7.3% 37,985 $7.1M
GoalFusion Wealth Management, LLC 3.36% Reduce -12.3% 37,766 $7.0M
Florida Financial Advisors, LLC 2.18% Reduce -10.5% 37,757 $7.0M
Valeo Financial Advisors, LLC 0.16% Add +0.5% 44,180 $7.0M
Frontier Asset Management, LLC 1.76% Add +2.0% 37,698 $7.0M
Family CFO Inc 3.22% Add +2.5% 37,451 $7.0M
Signet Financial Management, LLC 0.81% Reduce -2.0% 37,320 $7.0M
Marietta Wealth Management, LLC 0.85% Add +2.1% 37,146 $6.9M
IPG Investment Advisors LLC 1.22% Reduce -1.0% 36,622 $6.9M
Smartleaf Asset Management LLC 0.42% Add +36.6% 36,856 $6.8M
Ackerman Capital Advisors, LLC 1.43% Reduce -2.5% 36,611 $6.8M
Certus Wealth Management, LLC 4.03% Add +5.0% 36,071 $6.7M
Uptick Partners, LLC 1.76% Reduce -5.9% 35,937 $6.7M
Verdence Capital Advisors LLC 0.38% Add +0.6% 35,392 $6.7M
Eagle Strategies LLC 0.89% Reduce -2.1% 35,775 $6.7M
Avant Capital LLC 4.68% Add +0.6% 35,659 $6.7M
McLean Asset Management Corp 1.36% Reduce -0.6% 35,319 $6.6M
Forbes Financial Planning, Inc. 4.33% Add +1.2% 34,831 $6.5M
Financial Life Advisors 2.10% Reduce -1.8% 35,112 $6.5M
Ascent Group, LLC 0.23% Reduce -46.1% 34,873 $6.5M
Paragon Capital Management Ltd 1.23% Reduce -19.0% 34,865 $6.5M
Aries Wealth Management 1.53% Add +8.9% 34,781 $6.5M
Martel Wealth Advisors LLC 1.14% Add +0.6% 34,752 $6.5M
TFR Capital, LLC. 2.16% Add +1.1% 34,719 $6.5M
Manning & Napier Advisors LLC 0.08% Add +7.3% 34,714 $6.5M
Richardson Financial Services Inc. 4.00% Reduce -0.7% 34,642 $6.5M
Painted Porch Advisors LLC 2.45% Add +8.3% 34,481 $6.4M
Integrated Investment Consultants, LLC 1.08% Add +0.4% 34,160 $6.4M
United Advisor Group, LLC 0.86% Add +10.9% 34,059 $6.4M
Migdal Insurance & Financial Holdings Ltd. 0.07% Add +211.0% 34,147 $6.3M
SigFig Wealth Management, LLC 0.20% Reduce -4.4% 34,117 $6.3M
American Trust 0.53% Add +247.9% 33,910 $6.3M
Koss-Olinger Consulting, LLC 0.52% No change 35,776 $6.3M
Tidal Investments LLC 0.03% Add +82.1% 33,875 $6.3M
Texas Yale Capital Corp. 0.20% Add +0.7% 33,777 $6.3M
Washington Trust Advisors, Inc. 0.48% Add +3.8% 33,607 $6.3M
Founders Financial Securities LLC 0.43% Reduce -25.7% 33,582 $6.3M
Greystone Financial Group, LLC 0.97% Reduce -2.8% 33,455 $6.2M
Osborne Partners Capital Management, LLC 0.32% Reduce -3.0% 33,411 $6.2M
Santori & Peters, Inc. 2.22% Add +0.7% 33,330 $6.2M
Planwiser Financial, LLC 4.92% Reduce -6.6% 33,516 $6.2M
Transcend Capital Advisors, LLC 0.44% Add +1.7% 33,186 $6.2M
Coastal Bridge Advisors, LLC 0.47% Add +18.0% 33,014 $6.2M
Journey Beyond Wealth, LLC 5.06% Reduce -8.9% 32,992 $6.2M
Thrive Capital Management, LLC 1.58% Reduce -4.8% 32,881 $6.1M
Fortune 45 LLC 3.11% Reduce -3.1% 32,961 $6.1M
Cutler Investment Counsel LLC 0.64% Add +0.2% 32,648 $6.1M
Laraway Financial Advisors Inc 4.17% Add +5.5% 32,768 $6.1M
McAdam, LLC 0.30% Reduce -0.3% 32,728 $6.1M
Cornerstone Advisory, LLC 0.60% Add +66.0% 32,717 $6.1M
Beaumont Financial Advisors, LLC 0.41% Reduce -1.5% 32,698 $6.1M
LPWM LLC 1.62% Add +3.1% 32,531 $6.1M
Insigneo Advisory Services, LLC 0.43% Add +0.3% 32,524 $6.1M
Fiduciary Advisors, Inc. 4.88% Add +9.3% 32,389 $6.0M
Wealthedge Investment Advisors, LLC 2.28% Add +3.8% 32,368 $6.0M
Agf Management Ltd. 0.03% Reduce -1.0% 32,255 $6.0M
Grey Ledge Advisors, LLC 1.36% Reduce -8.3% 32,234 $6.0M
Alexander Labrunerie & Co., Inc. 2.24% Reduce -0.7% 32,174 $6.0M
Bath Savings Trust Co 0.59% Reduce -0.5% 32,138 $6.0M
Security Financial Services, INC. 0.97% Add +1.1% 32,075 $6.0M
GenTrust, LLC 0.27% Reduce -12.4% 31,756 $6.0M
Midwestern Financial, LLC 5.11% Reduce -6.2% 31,914 $6.0M
Wedmont Private Capital 0.22% Add +1.2% 31,791 $6.0M
King Wealth Management Group 0.75% Add +7.7% 31,836 $5.9M
Simmons Bank 0.39% Reduce -4.1% 31,740 $5.9M
Winthrop Capital Management, LLC 1.42% Add +4.3% 31,491 $5.9M
Elevation Point Wealth Partners, LLC 0.41% Add +1730.2% 31,187 $5.8M
LexAurum Advisors, LLC 0.83% Add +4.6% 31,328 $5.8M
Arete Wealth Advisors, LLC 0.37% Add +21.3% 31,323 $5.8M
Oak Harvest Investment Services 0.67% Add +7.4% 31,003 $5.8M
Blueprint Investment Partners LLC 0.81% Add +1.8% 30,964 $5.8M
Magnolia Capital Advisors LLC 1.50% Reduce -35.6% 30,883 $5.8M
Empowered Funds, LLC 0.06% Add +5.8% 30,846 $5.8M
Intellectus Partners, LLC 1.11% Add +0.0% 30,516 $5.7M
Argent Trust Co 0.20% Reduce -0.1% 30,599 $5.7M
Capital Advisors, Ltd. LLC 0.64% Reduce -3.0% 30,555 $5.7M
Yarger Wealth Strategies, LLC 2.59% Add +0.8% 30,312 $5.7M
Clarity Capital Advisors, LLC 3.06% Add +1.5% 30,139 $5.6M
LifePlan Investment Advisors, Inc. 2.35% Add +14.2% 30,039 $5.6M
N.E.W. Advisory Services LLC 0.50% Reduce -1.9% 29,991 $5.6M
Beaumont Asset Management, L.L.C. 2.81% Reduce -2.1% 29,933 $5.6M
Johnson Investment Counsel Inc. 0.05% Add +0.8% 29,892 $5.6M
Foundations Investment Advisors, LLC 0.08% Add +32.8% 29,891 $5.6M
Windward Private Wealth Management Inc. 1.92% Reduce -5.1% 29,835 $5.6M
Tsfg, LLC 0.88% Reduce -5.2% 29,824 $5.6M
Erste Asset Management GmbH 0.05% New 29,900 $5.6M
Defined Wealth Management, LLC 3.21% Reduce -0.3% 29,692 $5.5M
ArchPoint Investors 1.52% No change 29,467 $5.5M
Advyzon Investment Management, LLC 0.95% Reduce -6.5% 29,544 $5.5M
Prostatis Group LLC 1.38% Add +458.8% 29,433 $5.5M
BCS Wealth Management 1.24% No change 29,414 $5.5M
Wealth Preservation Advisors, LLC 3.19% Add +14.6% 29,412 $5.5M
Idaho Trust Co 1.84% Reduce -7.7% 29,251 $5.5M
Manuka Financial, LLC 3.39% Reduce -51.4% 29,207 $5.4M
TCI Wealth Advisors, Inc. 0.32% Add +0.3% 29,036 $5.4M
Nikulski Financial, Inc. 1.36% Reduce -3.1% 28,916 $5.4M
Grandview Asset Management LLC 1.52% Add +0.2% 28,886 $5.4M
Orser Capital Management, LLC 2.83% Reduce -2.9% 28,814 $5.4M
WBH Advisory Inc. 0.41% Reduce -22.3% 28,788 $5.4M
Sax Wealth Advisors, LLC 0.29% Reduce -3.2% 28,774 $5.4M
Stevens Capital Partners 1.60% Reduce -8.2% 28,767 $5.4M
Dana Investment Advisors, Inc. 0.16% Reduce -19.5% 28,648 $5.3M
Stratos Wealth Advisors, LLC 0.26% Reduce -3.7% 28,643 $5.3M
Well Done, LLC 0.91% Reduce -0.1% 28,544 $5.3M
Opus Capital Group, LLC 0.60% Add +0.0% 28,433 $5.3M
Level Four Advisory Services, LLC 0.18% Add +8.3% 28,398 $5.3M
Peak Retirement Planning, Inc. 1.49% Add +9.7% 28,296 $5.3M
Red Tortoise LLC 2.31% Add +4.6% 28,284 $5.3M
M Holdings Securities, Inc. 1.11% New 28,252 $5.3M
Stephen J. Garry & Associates, LLC 4.19% Reduce -1.8% 28,110 $5.2M
Old National Bancorp 0.09% Add +8.6% 28,037 $5.2M
Long Island Wealth Management, Inc. 2.54% Reduce -0.1% 28,003 $5.2M
Diversified Enterprises, LLC 0.35% Reduce -0.6% 27,793 $5.2M
Chris Bulman Inc 2.59% Reduce -15.7% 27,753 $5.2M
Fund Evaluation Group, LLC 0.19% No change 27,750 $5.2M
Compass Ion Advisors, LLC 0.50% Add +6.0% 27,636 $5.2M
Councilor Wealth, LLC 2.38% Add +12.6% 27,574 $5.1M
RoundAngle Advisors LLC 3.96% Reduce -1.1% 27,444 $5.1M
Prospect Financial Services LLC 2.94% Add +1.8% 27,410 $5.1M
Vise Technologies, Inc. 0.19% Add +21.4% 27,405 $5.1M
Curran Financial Partners, LLC 1.01% Add +26.6% 27,281 $5.1M
Sound View Wealth Advisors Group, LLC 0.35% Reduce -0.6% 27,267 $5.1M
Novak & Powell Financial Services, Inc. 2.67% Add +38.2% 27,259 $5.1M
Ritholtz Wealth Management 0.10% Reduce -1.9% 27,223 $5.1M
Davidson Trust Co. 2.09% Add +8.8% 27,191 $5.1M
Destination Wealth Management 0.14% Reduce -4.6% 27,166 $5.1M
Kiley Juergens Wealth Management, LLC 1.11% Reduce -1.2% 26,997 $5.0M
HBK Sorce Advisory LLC 0.13% Reduce -0.5% 26,799 $5.0M
Wealth Management Resources, Inc. 1.62% Add +4.0% 26,810 $5.0M
Flagstar Securities, Inc. 1.53% Reduce -17.2% 26,668 $5.0M
Trinity Financial Advisors LLC 1.44% Reduce -9.6% 26,550 $5.0M
Kelleher Financial Advisors 1.25% Reduce -18.2% 26,567 $5.0M
Catalyst Private Wealth, LLC 2.17% Add +3.9% 26,540 $4.9M
Money Concepts Capital Corp. 0.30% Add +2.5% 26,479 $4.9M
Winthrop Advisory Group LLC 0.43% Add +2.0% 26,325 $4.9M
AlphaCore Capital LLC 0.17% Add +15.9% 26,293 $4.9M
Renaissance Technologies 0.01% Add +158.8% 26,400 $4.9M
Family Wealth Partners, LLC 1.84% Reduce -0.1% 26,388 $4.9M
Motiv8 Investments LLC 2.59% Add +7.4% 26,120 $4.9M
Kuhn & Co Investment Counsel 3.85% Add +6.9% 26,104 $4.9M
Joel Isaacson & Co., LLC 0.18% Reduce -1.2% 26,086 $4.9M
Barrett & Company, Inc. 1.66% Add +4.2% 25,959 $4.8M
Claris Financial LLC 2.75% Add +37.5% 25,929 $4.8M
Newton One Investments LLC 1.42% Add +1.6% 25,744 $4.8M
World Investment Advisors 0.10% Add +4.6% 25,701 $4.8M
Balentine LLC 0.18% Reduce -95.5% 25,610 $4.8M
Dentgroup LLC 3.07% Reduce -1.2% 25,500 $4.8M
Continuum Advisory, LLC 0.50% Reduce -1.2% 25,466 $4.7M
Montag A & Associates Inc. 0.22% Reduce -5.8% 25,209 $4.7M
Rehmann Capital Advisory Group 0.26% Reduce -1.3% 25,323 $4.7M
Bonfire Financial 3.62% Reduce -13.5% 25,142 $4.7M
First Financial Bank - Trust Division 0.40% Reduce -0.7% 25,042 $4.7M
Ironsides Asset Advisors, LLC 1.20% No change 24,945 $4.7M
First Manhattan Co. Llc. 0.01% Reduce -1.8% 24,783 $4.6M
Gateway Wealth Partners, LLC 0.63% Reduce -18.9% 24,881 $4.6M
Glass Jacobson Investment Advisors llc 1.66% Add +2.1% 24,555 $4.6M
Synovus Financial Corp. 0.05% Add +4.0% 24,467 $4.6M
Private Wealth Asset Management, LLC 0.54% Reduce -5.6% 24,446 $4.6M
Charter Oak Capital Management, LLC 0.36% Add +3.0% 24,396 $4.5M
LifeSteps Financial, Inc. 2.92% Add +3.7% 24,370 $4.5M
Fiduciary Family Office, LLC 1.29% Reduce -21.3% 24,340 $4.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Add +0.2% 24,307 $4.5M
Lodestone Wealth Management LLC 2.03% Reduce -1.2% 24,260 $4.5M
Culbertson A N & Co. Inc. 0.64% Add +0.6% 24,089 $4.5M
2UniFi Bank 2.24% Add +19.6% 23,960 $4.5M
Ritter Daniher Financial Advisory LLC / DE 0.79% Add +4707.4% 23,941 $4.5M
Alamar Capital Management, LLC 2.36% Add +8.7% 23,799 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -2.9% 23,902 $4.5M
Debussy Capital Management LP 0.63% Reduce -7.5% 23,902 $4.5M
Stonegate Investment Group, LLC 0.10% Add +11.0% 23,884 $4.5M
Birchcreek Wealth Management, LLC 2.28% Add +1.8% 23,614 $4.4M
Auxano Advisors, LLC 0.94% Reduce -0.0% 23,607 $4.4M
Chesley Taft & Associates LLC 0.19% Reduce -2.4% 23,602 $4.4M
Intrinsic Value Partners, LLC 3.55% Reduce -0.3% 23,532 $4.4M
Harbor Asset Planning, Inc. 3.89% Reduce -0.1% 23,303 $4.3M
Archford Capital Strategies, LLC 0.52% Reduce -65.3% 23,288 $4.3M
Independent Financial Group, LLC 0.10% Add +7.2% 23,279 $4.3M
Emergent Wealth Advisors, LLC 2.51% Add +4.1% 23,100 $4.3M
Acropolis Investment Management, LLC 0.22% Add +6.0% 24,422 $4.3M
VeraBank, N.A. 0.80% Add +58.2% 22,995 $4.3M
Apexium Financial, LP 0.21% Reduce -0.9% 22,880 $4.3M
Curi Capital, LLC 0.08% Add +4.4% 22,831 $4.3M
Clarius Group, LLC 0.25% Add +3.5% 22,930 $4.3M
Empower Advisory Group, LLC 0.01% Add +1.1% 22,907 $4.3M
Independent Advisor Alliance 0.11% Add +1.7% 22,862 $4.3M
Belpointe Asset Management LLC 0.16% Reduce -19.4% 22,836 $4.3M
Wescott Financial Advisory Group, LLC 0.38% Reduce -2.3% 22,806 $4.3M
NorthStar Asset Management LLC 2.03% Add +1.0% 22,757 $4.2M
Maxele Advisors, LLC 3.63% Add +1.5% 22,574 $4.2M
Waddell & Associates, LLC 0.36% Reduce -1.1% 22,571 $4.2M
National Philanthropic Trust 0.05% Add +0.4% 22,520 $4.2M
Fourth Dimension Wealth, LLC 1.60% Reduce -5.6% 22,511 $4.2M
Hillcrest Wealth Advisors - NY, LLC 1.89% No change 22,500 $4.2M
Guerra Advisors Inc 1.55% Reduce -52.1% 22,491 $4.2M
Disciplined Investments, LLC 1.66% Reduce -0.1% 22,418 $4.2M
Main Street Financial Solutions, LLC 0.27% Add +41.7% 22,395 $4.2M
Florida Trust Wealth Management Co 0.12% Add +93.9% 22,373 $4.2M
XML Financial, LLC 0.34% Add +0.9% 22,292 $4.2M
Wealth Advisory Solutions, LLC 1.00% Add +1.3% 22,241 $4.1M
American Alpha Advisors, LLC 2.99% Add +18.0% 22,217 $4.1M
Bryn Mawr Trust Advisors, LLC 0.20% Reduce -6.8% 22,119 $4.1M
Amara Financial, Llc. 3.04% Add +27.7% 22,103 $4.1M
Fonville Wealth Management LLC 0.93% Add +11.1% 22,039 $4.1M
Tower Research Capital LLC (TRC) 0.11% New 21,871 $4.1M
Monument Group Wealth Advisors, LLC 2.40% Add +13.7% 21,815 $4.1M
Base Wealth Management LLC 2.30% Add +15.1% 21,660 $4.0M
Goodman Financial Corp 0.79% Add +1.7% 21,625 $4.0M
Carret Asset Management, LLC 0.39% Add +1.8% 21,551 $4.0M
Paces Ferry Wealth Advisors, LLC 1.67% Reduce -0.7% 21,507 $4.0M
City State Bank 1.15% Add +1.5% 21,428 $4.0M
Tobias Financial Advisors, Inc. 0.61% Add +0.7% 21,426 $4.0M
Diversified Trust Co. 0.08% Reduce -26.6% 21,421 $4.0M
Prosperity Planning, Inc. 1.51% Reduce -2.9% 21,415 $4.0M
United Bank 1.38% Reduce -0.4% 21,343 $4.0M
Sonoma Allocations LLC 1.44% — 21,504 $4.0M
Quest 10 Wealth Builders, Inc. 3.66% Reduce -2.6% 21,295 $4.0M
Hubbell Strickland Wealth Management, LLC 1.63% Add +0.4% 21,270 $4.0M
OneAscent Financial Services LLC 0.26% Add +21.4% 21,239 $4.0M
Carnegie Investment Counsel 0.07% Add +5.0% 21,213 $4.0M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -1.1% 21,194 $4.0M
Moisand Fitzgerald Tamayo, LLC 0.46% Reduce -0.1% 21,148 $3.9M
Old North State Wealth Management, LLC 1.84% Add +0.2% 21,076 $3.9M
Compass Advisory Group LLC 1.10% Add +4.0% 20,964 $3.9M
Quadcap Wealth Management, LLC 0.46% Reduce -4.4% 20,993 $3.9M
Triune Financial Partners, LLC 0.98% Add +0.5% 20,956 $3.9M
Root Financial Partners, LLC 0.24% Add +35.9% 20,896 $3.9M
Matrix Asset Advisors Inc. 0.36% Add +46.1% 20,847 $3.9M
Seeds Investor LLC 0.81% Reduce -0.3% 20,685 $3.9M
NORTHSTAR ASSET MANAGEMENT Co 0.83% Add +4.0% 20,660 $3.9M
Magnus Financial Group LLC 0.30% Reduce -3.0% 20,505 $3.8M
GFS Advisors, LLC 0.49% Reduce -0.7% 20,445 $3.8M
SageView Advisory Group, LLC 0.13% Add +8.1% 20,353 $3.8M
Keyvantage Wealth, LLC 1.59% Reduce -2.5% 20,332 $3.8M
MV Capital Management, Inc. 0.36% No change 20,208 $3.8M
Beacon Financial Advisory LLC 0.87% Add +5.5% 20,204 $3.8M
ERn Financial, LLC 0.74% Add +0.2% 20,200 $3.8M
Twin Focus Capital Partners, LLC 0.48% Add +7.0% 20,188 $3.8M
TAGStone Capital, Inc. 1.49% Add +4.3% 20,010 $3.8M
Prosperity Consulting Group, LLC 0.18% Add +154.6% 20,104 $3.7M
Sage Mountain Advisors LLC 0.21% Add +0.6% 20,040 $3.7M
Hexagon Capital Partners LLC 0.75% Reduce -0.8% 20,027 $3.7M
Hilltop Holdings Inc. 0.20% Add +1.9% 20,019 $3.7M
Maia Wealth LLC 0.63% Reduce -0.0% 19,916 $3.7M
Brighton Securities Corp. 1.93% Add +46.4% 19,912 $3.7M
Pioneer Wealth Management Group 1.20% Reduce -2.1% 19,903 $3.7M
Glenview Trust Co 0.06% Add +4.9% 19,870 $3.7M
Milestone Investment Advisors LLC 0.92% Reduce -0.1% 19,849 $3.7M
Luminvest Wealth Management LLC 1.20% Add +2.1% 19,817 $3.7M
Chemistry Wealth Management LLC 0.71% Reduce -0.8% 19,768 $3.7M
Aegis Wealth Management LLC 1.97% Reduce -11.9% 19,720 $3.7M
FineMark National Bank & Trust 0.12% Add +62.0% 19,698 $3.7M
WESCAP Management Group, Inc. 0.77% Reduce -0.6% 19,673 $3.7M
Pallas Capital Advisors LLC 0.13% Reduce -1.0% 19,621 $3.7M
DT Investment Partners, LLC 0.31% No change 19,590 $3.7M
Segment Wealth Management, LLC 0.22% No change 19,590 $3.7M
Weitzel Financial Services, Inc. 1.48% Add +8.3% 19,728 $3.6M
NWF Advisory Services Inc. 0.40% Reduce -9.8% 19,556 $3.6M
Citadel Advisors 0.00% New 19,490 $3.6M
Diversify Advisory Services, LLC 0.12% Add +2.8% 19,659 $3.6M
Uptown Financial Advisors LLC 3.20% Reduce -1.2% 19,489 $3.6M
Roof Eidam Maycock Peralta, LLC 0.88% Reduce -12.9% 19,430 $3.6M
Moneco Advisors, LLC 0.30% Add +2.8% 19,428 $3.6M
Tacita Capital Inc 2.19% Reduce -3.6% 19,418 $3.6M
Strategic Financial Partners, Ltd. 1.66% Reduce -1.4% 19,416 $3.6M
Strategic Financial Concepts, LLC 0.52% Reduce -2.8% 19,326 $3.6M
Cascade Wealth Advisors, Inc 1.77% Reduce -0.1% 19,263 $3.6M
Arrien Investments, Inc. 2.10% Add +17.7% 19,285 $3.6M
Nicolet Bankshares Inc. 0.58% Reduce -0.3% 19,251 $3.6M
Francis Financial, Inc. 0.64% Add +0.7% 19,189 $3.6M
Archvest Wealth Advisors, Inc. 3.18% Add +5.8% 19,094 $3.6M
Insight Advisors, LLC/ PA 0.55% Reduce -0.5% 19,070 $3.6M
Anchor Investment Management, LLC 0.29% Add +16.1% 19,063 $3.6M
Litman Gregory Wealth Management LLC 0.26% Reduce -1.8% 19,059 $3.6M
Regions Financial Corp. 0.02% Add +8.3% 18,973 $3.5M
WoodTrust Financial Corp 0.42% New 18,939 $3.5M
Cascades Capital Asset Management, LLC 1.57% Add +1960.0% 18,870 $3.5M
MRWM Advisors, LLC 2.00% Add +12.5% 18,843 $3.5M
BKM Wealth Management, LLC 1.29% Add +7.9% 18,712 $3.5M
Principle Wealth Partners LLC 0.20% No change 18,697 $3.5M
Evanson Asset Management, LLC 0.20% Reduce -5.5% 18,672 $3.5M
Sheets Smith Wealth Management 0.39% No change 18,667 $3.5M
Northeast Investment Management 0.14% Add +0.1% 18,638 $3.5M
SteelPeak Wealth, LLC 0.12% Add +175.0% 18,500 $3.5M
Precision Wealth Strategies, LLC 1.12% Reduce -8.5% 18,578 $3.5M
LongView Wealth Management 0.94% Reduce -7.4% 18,543 $3.5M
Avidian Wealth Enterprises, LLC 0.13% Reduce -15.4% 18,538 $3.5M
AdvisorNet Financial, Inc 0.19% Add +2.5% 18,440 $3.4M
Angeles Investment Advisors, LLC 0.22% Reduce -39.8% 18,360 $3.4M
JFS Wealth Advisors, LLC 0.20% Add +0.5% 18,229 $3.4M
Sawgrass Asset Management LLC 0.42% Reduce -6.8% 18,144 $3.4M
Private Trust Co. NA 0.30% Add +1.2% 17,989 $3.4M
Portus Wealth Advisors, LLC 3.33% — 17,911 $3.3M
SwitchPoint Financial Planning, LLC 2.39% No change 17,673 $3.3M
Syon Capital LLC 0.18% Reduce -26.1% 17,661 $3.3M
Wilson & Boucher Capital Management, LLC 2.16% Add +10.3% 17,594 $3.3M
Wilmington Savings Fund Society, FSB 0.08% Reduce -70.3% 17,557 $3.3M
Prospera Capital Management, LLC 1.58% Reduce -1.4% 17,552 $3.3M
Autumn Glory Partners, LLC 1.33% Add +13.0% 17,434 $3.3M
Geneos Wealth Management Inc. 0.08% Reduce -78.3% 17,368 $3.2M
GC Wealth Management RIA, LLC 0.11% Add +25.1% 17,246 $3.2M
SeaCrest Wealth Management, LLC 0.34% Add +4.1% 17,156 $3.2M
Marotta Asset Management 0.60% Reduce -10.2% 17,169 $3.2M
CWA Asset Management Group, LLC 0.12% Reduce -0.9% 17,151 $3.2M
Stage Harbor Financial, LLC 2.34% Add +6.9% 17,148 $3.2M
LM Advisors LLC 0.46% Reduce -0.6% 17,092 $3.2M
Keybank National Association 0.01% Add +15.4% 17,025 $3.2M
Csenge Advisory Group 0.15% Reduce -44.4% 16,911 $3.2M
Harel Insurance Investments & Financial Services Ltd. 0.03% Add +19.7% 16,809 $3.1M
Mayflower Financial Advisors, LLC 0.39% Add +17.1% 16,830 $3.1M
RTD Financial Advisors, Inc. 0.38% Add +16.8% 16,814 $3.1M
MOKAN Wealth Management Inc. 1.58% Add +45.5% 16,816 $3.1M
Capstone Wealth Management Group, LLC 1.33% Add +21.2% 16,793 $3.1M
Gibraltar Capital Management, Inc. 0.56% Reduce -0.4% 16,713 $3.1M
L.K. Benson & Company, P.C. 1.68% Reduce -8.7% 16,692 $3.1M
Parsons Capital Management Inc. 0.18% Add +3.6% 16,656 $3.1M
Forefront Wealth Partners, LLC 0.78% New 16,623 $3.1M
Salomon & Ludwin, LLC 0.28% Reduce -1.9% 16,480 $3.1M
MSH Capital Advisors LLC 0.83% Reduce -0.3% 16,509 $3.1M
PFG Investments, LLC 0.16% Add +1.3% 16,506 $3.1M
United Bank 0.37% No change 16,446 $3.1M
Forefront Analytics, LLC 2.95% Add +0.3% 16,444 $3.1M
Narus Financial Partners, LLC 0.84% Add +9.4% 16,390 $3.1M
Walter & Keenan Wealth Management LLC /in/ 0.85% Reduce -0.1% 16,344 $3.0M
Cloud Capital Management, LLC 1.60% Add +0.9% 16,257 $3.0M
Moors & Cabot, Inc. 0.13% Add +3.4% 16,301 $3.0M
Aua Capital Management, LLC 1.70% Add +0.7% 16,288 $3.0M
Tocqueville Asset Management L.P. 0.04% Add +0.0% 16,143 $3.0M
Blueprint Financial Advisors LLC 0.65% Reduce -6.6% 16,117 $3.0M
Johnson Financial Group, Inc. 0.11% Reduce -1.3% 16,018 $3.0M
Infinity Wealth Counsel, LLC 2.91% Reduce -1.5% 16,076 $3.0M
Pillar Financial Advisors, LLC 1.88% Add +2.6% 16,064 $3.0M
Western Wealth Management, LLC 0.16% Add +3.7% 16,010 $3.0M
Hilltop National Bank 0.73% Reduce -0.1% 15,939 $3.0M
Kennicott Capital Management LLC 1.43% Reduce -0.3% 15,865 $3.0M
Aptus Capital Advisors, LLC 0.03% Reduce -8.8% 15,821 $3.0M
Northwest Wealth Management, LLC 0.49% Reduce -1.2% 15,789 $2.9M
Aspen Grove Capital, LLC 0.49% Add +0.2% 15,560 $2.9M
Kelman-Lazarov, Inc. 0.43% Add +96.2% 15,537 $2.9M
Vicus Capital 0.22% Reduce -54.2% 15,509 $2.9M
Taylor Financial Group, Inc. 1.66% Add +6.1% 15,491 $2.9M
Global Wealth Management Investment Advisory, Inc. 0.48% Reduce -5.2% 15,479 $2.9M
Atlantic Union Bankshares Corp 0.05% Add +5.3% 15,463 $2.9M
Keebeck Wealth Management 0.34% Add +0.2% 15,379 $2.9M
Gilliland Jeter Wealth Management LLC 0.89% No change 15,402 $2.9M
Leo Wealth, LLC 0.37% Reduce -34.2% 15,268 $2.8M
North Star Investment Management Corp. 0.18% Add +2.6% 15,028 $2.8M
Pinnacle Financial Partners Inc 0.07% Add +6.2% 14,944 $2.8M
Lavaca Capital LLC 0.50% Reduce -1.9% 14,912 $2.8M
Veridan Wealth LLC 0.96% — 14,896 $2.8M
Liberty Wealth Management LLC 0.39% Add +4.8% 14,879 $2.8M
Howard Wealth Management, LLC 1.27% Reduce -5.5% 14,833 $2.8M
SlateStone Wealth, LLC 0.24% Reduce -1.7% 14,781 $2.8M
Nalls Sherbakoff Group, LLC 1.86% Add +5.8% 14,771 $2.8M
Rockbridge Investment Management, LCC 0.27% Add +2.3% 14,733 $2.7M
Intelligence Driven Advisers, LLC 0.38% Reduce -1.8% 14,630 $2.7M
Crestwood Advisors Group, LLC 0.05% Add +4.5% 14,517 $2.7M
LRI Investments, LLC 0.22% Add +0.1% 14,506 $2.7M
Centaurus Financial, Inc. 0.13% Add +37.8% 14,505 $2.7M
West Bancorporation Inc. 1.50% Add +4.9% 14,459 $2.7M
FDx Advisors, Inc. 0.81% Reduce -17.7% 14,463 $2.7M
High Net Worth Advisory Group LLC 0.64% Add +4.1% 14,359 $2.7M
Sterling Group Wealth Management, LLC 1.32% Reduce -10.6% 14,307 $2.7M
Invst, LLC 0.30% Add +32.9% 14,298 $2.7M
Meeder Advisory Services, Inc. 0.12% Add +11.2% 14,294 $2.7M
Jacobi Capital Management LLC 0.16% Add +0.5% 14,269 $2.7M
Parkside Financial Bank & Trust 0.21% Add +3.8% 14,228 $2.7M
Midwest Capital Advisors, LLC 1.28% Add +0.1% 14,220 $2.7M
Welch & Forbes LLC 0.03% No change 14,161 $2.6M
GAMMA Investing LLC 0.15% Reduce -0.8% 14,125 $2.6M
Ade, LLC 1.32% Reduce -6.7% 14,044 $2.6M
Advisory Alpha, LLC 0.07% Reduce -15.4% 14,029 $2.6M
KMG Fiduciary Partners, LLC 0.18% Add +0.0% 14,036 $2.6M
Sageworth Trust Co of South Dakota 2.46% Reduce -9.1% 14,003 $2.6M
Pacific Financial Group Inc. 1.93% Reduce -2.9% 13,995 $2.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.88% Add +21.1% 13,815 $2.6M
Forza Wealth Management, LLC 1.00% No change 13,982 $2.6M
Tritonpoint Wealth, LLC 0.22% Reduce -2.1% 13,784 $2.6M
Tradewinds, LLC. 0.63% New 13,818 $2.6M
Shepherd Financial Partners LLC 0.24% Add +0.1% 13,790 $2.6M
Cypress Point Wealth Management, LLC 0.52% Add +48.7% 13,786 $2.6M
Thoroughbred Financial Services, LLC 0.16% Reduce -4.3% 13,760 $2.6M
Flputnam Investment Management Co. 0.04% Reduce -0.8% 13,734 $2.6M
Hurlow Wealth Management Group, Inc. 0.66% Reduce -7.9% 13,710 $2.6M
Absolute Capital Management, LLC 1.09% Add +56.0% 13,623 $2.6M
K2 Financial Inc. 2.05% Add +2.3% 13,817 $2.5M
Asset Dedication, LLC 0.17% Reduce -3.6% 13,659 $2.5M
Topsail Wealth Management, LLC 0.43% Add +5.8% 13,517 $2.5M
First Bancorp, Inc 1.32% Add +21.3% 13,330 $2.5M
True Link Financial Advisors, LLC 0.16% Add +3.7% 13,329 $2.5M
Atlas Brown,Inc. 0.73% Add +7.8% 13,286 $2.5M
Medallion Wealth Advisors, LLC 0.88% Reduce -0.8% 13,269 $2.5M
Summit Wealth & Retirement Planning, Inc. 0.61% Add +6.6% 13,264 $2.5M
Plancorp, LLC 0.08% Reduce -15.3% 13,237 $2.5M
Alpine Bank Wealth Management 0.35% No change 13,220 $2.5M
Webster Bank, N. A. 0.24% Reduce -4.3% 13,200 $2.5M
Simplicity Wealth,LLC 0.14% Add +73.8% 13,163 $2.5M
Ehrenkranz Partners L.P. 2.13% — 12,989 $2.4M
Fermata Advisors, LLC 0.62% Reduce -11.7% 13,053 $2.4M
Cookson Peirce & Co. Inc. 0.10% Add +1.2% 13,024 $2.4M
Apeiron RIA LLC 0.55% Reduce -10.1% 12,994 $2.4M
Keel Point, LLC 0.15% Add +2.4% 13,018 $2.4M
Probity Advisors, Inc. 0.39% Reduce -0.7% 12,946 $2.4M
Tradition Wealth Management, LLC 0.18% Reduce -0.6% 12,932 $2.4M
Jaffetilchin Investment Partners, LLC 0.14% Reduce -3.9% 12,832 $2.4M
Alta Wealth Advisors LLC 0.86% Add +0.3% 12,803 $2.4M
REDW Wealth LLC 0.90% Add +24.3% 12,779 $2.4M
New Wave Wealth Advisors LLC 0.92% Reduce -5.1% 12,643 $2.4M
Beaird Harris Wealth Management, LLC 0.17% Add +2.0% 12,663 $2.4M
Kestra Investment Management, LLC 0.06% Add +3.4% 12,557 $2.4M
Next Level Private LLC 0.68% Add +2.0% 12,560 $2.4M
Deutsche Bank AG 0.00% Add +40.0% 12,518 $2.3M
VestGen Investment Management 1.40% Add +19.1% 12,516 $2.3M
Balefire, LLC 0.47% Reduce -2.3% 12,499 $2.3M
Ironwood Financial, llc 0.41% Add +78.0% 12,430 $2.3M
Zions Bancorporation, National Association 0.11% No change 12,411 $2.3M
Canvas Wealth Advisors, LLC 0.42% Reduce -6.6% 12,324 $2.3M
Barnes Pettey Financial Advisors, LLC 1.26% Add +27.0% 12,333 $2.3M
Peapack Gladstone Financial Corp. 0.03% Reduce -1.0% 12,284 $2.3M
SOA Wealth Advisors, LLC. 0.37% Reduce -1.3% 12,274 $2.3M
Balboa Wealth Partners 0.40% Add +3.2% 12,252 $2.3M
GenWealth Group, Inc. 0.42% Add +3.1% 12,236 $2.3M
Blue Barn Wealth, LLC 1.00% Reduce -0.6% 12,231 $2.3M
GPS Wealth Strategies Group, LLC 0.24% Reduce -0.4% 12,224 $2.3M
Acorn Wealth Advisors, LLC 0.71% Reduce -9.1% 12,130 $2.3M
Fiduciary Trust Co 0.03% Add +0.1% 12,064 $2.2M
American Institute for Advanced Investment Management, LLP 1.47% Reduce -1.0% 12,052 $2.2M
Becker Capital Management Inc. 0.07% No change 11,963 $2.2M
One Day In July LLC 0.19% Reduce -1.6% 12,017 $2.2M
Theory Financial LLC 0.79% Reduce -20.0% 11,971 $2.2M
AIMZ Investment Advisors, LLC 0.70% Add +24.9% 11,998 $2.2M
Investor's Fiduciary Advisor Network, LLC 0.75% Add +1.8% 11,940 $2.2M
FFT Wealth Management LLC 0.41% No change 11,876 $2.2M
Evergreen Wealth Management, LLC 1.17% Add +0.2% 11,919 $2.2M
Mach-1 Financial Group, LLC 0.35% New 11,893 $2.2M
Integrity Advisory Solutions, LLC 0.35% — 11,893 $2.2M
TFB Advisors LLC 0.64% Reduce -13.6% 11,863 $2.2M
Fjell Capital, LLC 1.94% Reduce -1.2% 11,826 $2.2M
Everest Private Wealth 1.40% Add +0.1% 11,814 $2.2M
Evermay Wealth Management LLC 0.25% Reduce -3.6% 11,760 $2.2M
Riverchase Wealth Management, LLC 1.24% Reduce -0.4% 11,728 $2.2M
Silver Oak Securities, Incorporated 0.16% Reduce -0.4% 11,719 $2.2M
Regal Investment Advisors LLC 0.14% Add +38.3% 11,690 $2.2M
Camelot Portfolios, LLC 1.29% Reduce -0.1% 11,648 $2.2M
McMill Wealth Management 0.62% No change 11,618 $2.2M
Wells Financial Advisors INC 2.90% Reduce -0.8% 11,606 $2.2M
PDS Planning, Inc 0.15% Add +0.4% 11,568 $2.2M
Smith, Moore & Co. 0.16% Add +1.0% 11,528 $2.1M
Signal Tree Financial Partners LLC 1.70% Reduce -0.3% 11,486 $2.1M
Paragon Private Wealth Management, LLC 0.70% Reduce -0.1% 11,502 $2.1M
Center for Financial Planning, Inc. 0.23% Add +2.5% 11,487 $2.1M
Freestone Capital Holdings, LLC 0.07% Add +0.4% 11,447 $2.1M
Principal Financial Group Inc. 0.00% Add +49.9% 11,440 $2.1M
Richmond Investment Services, LLC 0.40% Reduce -7.5% 11,398 $2.1M
Maridea Wealth Management LLC 0.33% Reduce -9.4% 11,366 $2.1M
WealthTrak Capital Management LLC 1.74% Reduce -11.0% 11,308 $2.1M
Larson Financial Group LLC 0.07% Reduce -5.3% 11,284 $2.1M
Discipline Wealth Solutions, LLC 0.55% Add +107.5% 11,256 $2.1M
GHP Investment Advisors, Inc. 0.09% Reduce -0.8% 11,234 $2.1M
St Germain D J Co. Inc. 0.08% Add +14.1% 11,214 $2.1M
Hanover Advisors Inc. 0.81% Add +1.6% 11,185 $2.1M
Choate Investment Advisors 0.04% Add +2.1% 11,170 $2.1M
Capital Squared Financial LLC 1.80% Add +17.0% 11,138 $2.1M
Gradient Capital Advisors, LLC 0.56% Add +0.6% 11,125 $2.1M
North Star Asset Management Inc. 0.08% Reduce -1.3% 11,089 $2.1M
Tme Financial, Inc. 1.55% Add +0.3% 11,086 $2.1M
MilWealth Group LLC 0.50% Reduce -0.2% 11,068 $2.1M
Stonehearth Capital Management, LLC 0.80% Reduce -0.1% 11,054 $2.1M
Broadleaf Partners, LLC 0.43% Add +3.1% 11,026 $2.1M
Verity Asset Management, Inc. 0.67% Add +102.2% 10,992 $2.1M
Sagace Wealth Management LLC 1.40% Add +3.1% 10,985 $2.0M
Wells Trecaso Financial Group, LLC 0.97% Reduce -25.4% 10,944 $2.0M
Verum Partners LLC 0.43% Reduce -4.9% 10,938 $2.0M
WASHINGTON TRUST Co 0.07% Add +71.7% 10,909 $2.0M
Lifeworks Advisors, LLC 0.27% Add +0.5% 10,909 $2.0M
Benningfield Financial Advisors, LLC 1.60% Reduce -1.6% 10,889 $2.0M
Procyon Advisors, LLC 0.12% Reduce -7.3% 10,842 $2.0M
GM Advisory Group, LLC 0.09% Add +0.6% 10,814 $2.0M
Bernardo Wealth Planning LLC 0.40% Reduce -0.2% 10,809 $2.0M
Moloney Securities Asset Management, LLC 0.24% Add +7.1% 10,781 $2.0M
Capital Investment Advisors, LLC 0.03% Add +3.5% 10,765 $2.0M
McClarren Financial Advisors, Inc. 1.22% Add +4.5% 10,383 $2.0M
Covenant Asset Management, LLC 0.38% Reduce -0.7% 10,691 $2.0M
Nixon Peabody Trust Co. 0.15% No change 10,685 $2.0M
AlTi Global, Inc. 0.05% Reduce -15.8% 10,620 $2.0M
Sensible Financial Planning & Management, LLC. 0.36% Add +2.0% 10,664 $2.0M
Signal Advisors Wealth, LLC 0.18% Reduce -14.0% 10,622 $2.0M
Flow Traders U.S. LLC 0.08% New 10,596 $2.0M
Wiser Advisor Group LLC 2.45% Reduce -4.3% 10,544 $2.0M
RCS Financial Planning, LLC 0.87% Add +11.9% 10,471 $2.0M
Leavell Investment Management, Inc. 0.08% Reduce -2.8% 10,443 $2.0M
Confluence Wealth Services, Inc. 0.10% Add +20.6% 10,443 $1.9M
First National Corp. /Ma/ 0.37% Reduce -0.6% 10,360 $1.9M
Fifth Third Wealth Advisors LLC 0.07% Add +2.7% 10,377 $1.9M
Ashton Thomas Securities, LLC 0.27% Reduce -19.1% 10,360 $1.9M
Arbor Investment Advisors, LLC 0.25% Reduce -4.7% 10,357 $1.9M
Verus Capital Partners, LLC 0.15% Reduce -1.0% 10,329 $1.9M
FSC Wealth Advisors, LLC 1.11% Add +10.7% 10,313 $1.9M
Harmony Asset Management LLC 0.66% Add +16.6% 10,269 $1.9M
Jackson Hole Capital Partners, LLC 0.33% No change 10,263 $1.9M
GTS Securities LLC 0.07% Add +266.7% 10,230 $1.9M
Daymark Wealth Partners, LLC 0.06% Reduce -0.3% 10,222 $1.9M
Engineers Gate Manager LP 0.02% Add +5.6% 10,210 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +6.0% 10,193 $1.9M
Parsonex Advisory Services, Inc. 1.29% Add +1.0% 10,181 $1.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.36% Reduce -0.8% 10,161 $1.9M
Institute for Wealth Management, LLC. 0.20% Add +0.6% 10,147 $1.9M
Alpha Cubed Investments, LLC 0.07% Reduce -0.2% 10,130 $1.9M
Circle Wealth Management, LLC 0.04% No change 10,101 $1.9M
McKinley Carter Wealth Services, Inc. 0.10% Reduce -0.5% 10,058 $1.9M
Truepoint, Inc. 0.04% Reduce -1.2% 9,983 $1.9M
Allspring Global Investments Holdings, LLC 0.00% Add +122.2% 9,938 $1.9M
North Ridge Wealth Advisors, Inc. 1.06% No change 9,933 $1.9M
Camarda Financial Advisors, LLC 0.68% Add +14.3% 9,923 $1.9M
DMKC Advisory Services, LLC 0.94% No change 9,907 $1.8M
Rollins Financial Advisors, LLC 0.28% Reduce -5.9% 9,907 $1.8M
Seek First Inc. 1.32% Add +0.1% 9,880 $1.8M
Fortitude Advisory Group L.L.C. 0.99% Reduce -1.7% 9,837 $1.8M
Ehrlich Financial Group 1.09% Reduce -2.0% 9,823 $1.8M
Alpha Zero LLC 1.06% Reduce -11.3% 9,792 $1.8M
Charis Legacy Partners, LLC 2.71% Add +0.4% 9,745 $1.8M
Haverford Trust Co 0.02% Add +13.2% 9,734 $1.8M
Fsa Wealth Partners, Inc. 0.70% Reduce -44.0% 9,678 $1.8M
Tillman Hartley LLC 0.47% Add +0.0% 9,662 $1.8M
Capital Asset Advisory Services LLC 0.08% Add +0.9% 9,631 $1.8M
Clark Capital Management Group, Inc. 0.01% Reduce -11.9% 9,601 $1.8M
Salus Financial Advisors, LLC 1.10% No change 9,593 $1.8M
BOS Asset Management, LLC 0.51% No change 9,584 $1.8M
Crews Bank & Trust 0.26% Reduce -2.7% 9,512 $1.8M
Greenleaf Trust 0.02% Reduce -8.4% 9,503 $1.8M
Integrated Advisors Network LLC 0.07% Add +2.0% 9,491 $1.8M
Bay Capital Advisors, LLC 1.14% Reduce -1.1% 9,400 $1.8M
First Trust Advisors LP 0.00% Add +20.4% 9,394 $1.8M
Key Financial Inc 0.32% Reduce -1.2% 9,366 $1.8M
RiverFront Investment Group, LLC 0.03% Reduce -1.3% 9,374 $1.7M
Patriot Investment Management Group, Inc. 0.11% Add +0.1% 9,362 $1.7M
Millington Financial Advisors, LLC 0.85% Reduce -1.5% 9,449 $1.7M
Disciplined Investors, L.L.C. 1.24% Add +6.7% 9,311 $1.7M
Heritage Wealth Management, Inc. 1.18% Add +2.8% 9,292 $1.7M
Princeton Global Asset Management LLC 0.29% Add +0.1% 9,260 $1.7M
Atlas Legacy Advisors, LLC 0.33% Reduce -5.2% 9,205 $1.7M
Sandy Cove Advisors, LLC 0.55% No change 9,201 $1.7M
Accurate Wealth Management, LLC 0.23% Add +5.9% 9,162 $1.7M
Roffman Miller Associates Inc. 0.09% Reduce -0.3% 9,080 $1.7M
Scotia Capital Inc. 0.01% Add +7.7% 9,049 $1.7M
Stonegate Management LLC 1.12% — 9,000 $1.7M
Keystone Wealth Services, LLC 0.37% Reduce -2.2% 8,976 $1.7M
Planning Directions Inc. 0.87% Reduce -2.1% 8,962 $1.7M
CRA Financial Services, LLC 0.23% Add +1.4% 8,948 $1.7M
Iowa State Bank 0.32% No change 8,891 $1.7M
Soltis Investment Advisors LLC 0.11% Reduce -3.4% 8,884 $1.7M
Calton & Associates, Inc. 0.25% Add +7.1% 8,875 $1.7M
SHUTTLEWORTH & Co 1.50% — 8,838 $1.6M
Causey Wealth LLC 0.80% Reduce -3.0% 8,812 $1.6M
SBI Securities Co., Ltd. 0.04% Reduce -6.1% 8,795 $1.6M
Astra Wealth Partners LLC 1.14% Reduce -8.6% 8,763 $1.6M
Caldwell Trust Co 0.15% No change 8,744 $1.6M
Howland Capital Management LLC 0.06% No change 8,692 $1.6M
Quadrant Capital Group LLC 0.05% No change 8,666 $1.6M
SIMA Wealth Partners, LLC 1.23% Reduce -0.8% 8,611 $1.6M
Squire Investment Management Company, LLC 0.52% Add +19.1% 8,573 $1.6M
Embree Financial Group 0.21% Reduce -1.4% 8,571 $1.6M
PBMares Wealth Management LLC 0.26% Reduce -0.8% 8,520 $1.6M
Curated Wealth Partners LLC 0.19% Add +0.0% 8,508 $1.6M
Wick Capital Partners, LLC 0.38% Reduce -4.2% 8,504 $1.6M
Sonoma Private Wealth LLC 1.89% Add +11.3% 8,476 $1.6M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -3.4% 8,471 $1.6M
Destiny Wealth Partners, LLC 0.19% Add +10.9% 8,443 $1.6M
Wingate Wealth Advisors, Inc. 1.09% Add +0.3% 8,443 $1.6M
Orcam Financial Group 1.27% Add +7.8% 8,435 $1.6M
Colorado Capital Management, Inc. 0.61% Reduce -4.2% 8,431 $1.6M
Legacy Capital Wealth Partners, LLC 0.34% Add +0.0% 8,422 $1.6M
International Assets Investment Management, LLC 0.13% No change 8,779 $1.6M
Flywheel Private Wealth LLC 1.22% Add +0.1% 8,382 $1.6M
Keb Asset Management, LLC 0.35% Add +1.2% 8,373 $1.6M
Summit Financial Strategies, Inc. 0.13% Add +0.0% 8,360 $1.6M
Davis R M Inc. 0.03% Reduce -1.2% 8,359 $1.6M
Bridgewater Advisors Inc. 0.11% Add +1.2% 8,424 $1.6M
Kitching Partners, LLC 1.47% Add +1.7% 8,333 $1.6M
Pension & Wealth Management Advisors, Inc. 0.49% Reduce -1.6% 8,326 $1.6M
RS Crum Inc. 0.34% Reduce -3.7% 8,300 $1.5M
Allied Investment Advisors, LLC 0.25% Add +58.0% 8,288 $1.5M
Synergy Investment Management, LLC 0.59% Reduce -1.4% 8,277 $1.5M
Capital Advisors Wealth Management, LLC 0.22% Add +4.7% 8,273 $1.5M
Diversify Wealth Management, LLC 0.09% Add +4.0% 8,303 $1.5M
Colonial Trust Co / SC 0.21% Add +44.2% 8,197 $1.5M
Millennium Management 0.00% Reduce -47.3% 8,186 $1.5M
Wolff Financial Management LLC 0.35% Add +0.5% 8,169 $1.5M
Ted Buchan & Co 0.60% Reduce -11.0% 8,162 $1.5M
Michels Family Financial, LLC 1.19% Reduce -8.6% 8,161 $1.5M
Guardian Asset Advisors, LLC 0.82% Add +1.7% 8,153 $1.5M
Pekin Hardy Strauss, Inc. 0.15% Add +2.3% 8,145 $1.5M
Summit Financial Wealth Advisors, LLC 0.24% Add +11.1% 8,118 $1.5M
Allegheny Financial Group 0.28% Add +59.6% 8,115 $1.5M
Fisher Asset Management 0.00% Reduce -25.6% 8,114 $1.5M
BBR Partners, LLC 0.09% New 8,092 $1.5M
Cobblestone Capital Advisors LLC 0.07% Reduce -2.6% 8,036 $1.5M
MidAtlantic Capital Management, Inc. 1.02% Add +0.0% 8,035 $1.5M
New England Private Wealth Advisors LLC 0.20% Add +4.8% 8,406 $1.5M
Hopwood Financial Services, Inc. 1.00% Reduce -5.3% 8,019 $1.5M
Ethos Financial Group, LLC 0.12% Add +2.4% 7,986 $1.5M
Columbus Macro, LLC 0.17% No change 8,000 $1.5M
Woodside Wealth Management LLC 1.17% Add +1.2% 7,986 $1.5M
Taylor Hoffman Capital Management LLC 0.47% Reduce -0.1% 7,973 $1.5M
Advocate Group LLC 0.24% No change 7,948 $1.5M
Pine Harbor Wealth Management, LLC 0.47% Add +8.2% 7,937 $1.5M
Bridges Investment Management Inc. 0.02% Reduce -32.1% 7,934 $1.5M
Forum Financial Management, LP 0.02% Reduce -2.5% 7,928 $1.5M
Coppell Advisory Solutions LLC 0.16% Reduce -0.1% 7,927 $1.5M
PGIM Custom Harvest LLC 0.02% Reduce -8.5% 7,888 $1.5M
Horizon Investments, LLC 0.02% Reduce -24.3% 7,871 $1.5M
Trust Co. of Vermont 0.06% Add +75.6% 7,862 $1.5M
Helium Advisors LLC 1.22% Reduce -2.8% 7,845 $1.5M
Equity Wealth Partners, LLC 1.19% — 7,835 $1.5M
Summit Investment Advisory Services, LLC 0.58% Add +0.1% 7,834 $1.5M
Cozad Asset Management Inc. 0.12% Add +4.9% 7,813 $1.5M
Lion Street Advisors, LLC 0.50% Add +28.1% 10,170 $1.5M
MGB Wealth Management, LLC 0.41% Add +12.5% 7,701 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -90.5% 7,694 $1.4M
World Equity Group, Inc. 0.33% Reduce -5.9% 7,688 $1.4M
Montecito Bank & Trust 0.22% — 7,686 $1.4M
Index Fund Advisors, Inc. 0.07% Reduce -0.1% 7,682 $1.4M
Graney & King, LLC 0.99% No change 7,679 $1.4M
Founders Financial Alliance, LLC 0.27% Add +0.0% 7,668 $1.4M
Tennessee Valley Asset Management Partners 0.19% Add +61.8% 7,668 $1.4M
Community Trust & Investment Co. 0.08% New 7,650 $1.4M
Capital Management Associates, Inc 0.38% Add +18.6% 7,630 $1.4M
CFS Investment Advisory Services, LLC 0.11% Add +43.7% 7,540 $1.4M
May Hill Capital, LLC 0.42% Add +0.1% 7,605 $1.4M
RDA Financial Network 0.35% Reduce -12.8% 7,547 $1.4M
Investments & Financial Planning, LLC 0.76% Add +0.6% 7,546 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -23.1% 7,527 $1.4M
Journey Advisory Group, LLC 0.10% Reduce -1.4% 7,521 $1.4M
Retirement Guys Formula LLC 0.49% Reduce -3.5% 7,748 $1.4M
Binnacle Investments Inc 0.82% Add +0.3% 7,492 $1.4M
Wesbanco Bank Inc. 0.04% Add +5.6% 7,472 $1.4M
Wealth Alliance, LLC 0.14% Add +5.1% 7,458 $1.4M
Pinnacle Financial Group, LLC / IL 0.42% Add +10.7% 7,401 $1.4M
Ally Invest Advisors Inc. 0.10% Add +3.4% 7,366 $1.4M
Baker Boyer National Bank 0.46% Reduce -2.6% 7,361 $1.4M
MTM Investment Management, LLC 0.43% Add +3.7% 7,311 $1.4M
Obermeyer Wealth Partners 0.06% Add +19.0% 7,291 $1.4M
Norden Group LLC 0.14% Reduce -15.4% 7,271 $1.4M
GeoWealth Management, LLC 0.05% Add +259.0% 7,238 $1.3M
Burns J W & Co. Inc. 0.15% Reduce -0.7% 7,222 $1.3M
Chatham Capital Group, Inc. 0.19% No change 7,218 $1.3M
Victory Financial Group, LLC 0.18% Reduce -5.1% 7,209 $1.3M
Hoxton Planning & Management, LLC 0.43% Reduce -3.6% 7,198 $1.3M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -9.6% 7,152 $1.3M
Freedom Financial Partners LLC 0.51% Add +0.2% 7,186 $1.3M
Marks Group Wealth Management, Inc 0.12% No change 7,172 $1.3M
Fiduciary Alliance LLC 0.09% Add +0.6% 7,163 $1.3M
SG Americas Securities, LLC 0.00% No change 7,100 $1.3M
Fortis Capital Advisors, LLC 0.21% Reduce -1.8% 7,080 $1.3M
Advance Capital Management, Inc. 0.06% Add +3.1% 7,079 $1.3M
Walkner Condon Financial Advisors LLC 0.21% Add +7.2% 7,046 $1.3M
Amplius Wealth Advisors, LLC 0.11% Reduce -44.0% 7,024 $1.3M
InTrack Investment Management Inc 0.78% Add +9.5% 7,014 $1.3M
Evolution Wealth Advisors, LLC 0.18% Reduce -8.0% 7,010 $1.3M
Geometric Wealth Advisors 0.17% Add +6.5% 6,993 $1.3M
Galvin, Gaustad & Stein, LLC 0.11% Add +14.1% 6,989 $1.3M
Purkiss Capital Advisors LLC 0.62% Add +0.1% 6,972 $1.3M
Kendall Capital Management 0.29% Add +503.9% 6,909 $1.3M
Buck Wealth Strategies, LLC 0.18% Reduce -0.2% 6,898 $1.3M
Mission Creek Capital Partners, Inc. 0.25% Reduce -3.8% 6,887 $1.3M
Gladwyn Financial Advisors, Inc. 0.92% Add +0.4% 6,880 $1.3M
Fairman Group, LLC 1.03% Add +1.3% 6,828 $1.3M
Essex LLC 0.23% Reduce -0.8% 6,861 $1.3M
Vawter Financial, Ltd. 0.58% New 6,797 $1.3M
Compass Capital Corp. /Ma/ 0.55% Reduce -2.0% 6,757 $1.3M
Foster & Motley Inc. 0.07% Add +19.3% 6,780 $1.3M
TRUE Private Wealth Advisors 0.13% Reduce -0.3% 6,766 $1.3M
Financial Perspectives, Inc 0.35% Add +1.4% 6,762 $1.3M
Fidelis Capital Partners, LLC 0.10% Add +3.3% 6,739 $1.3M
Roberts Glore & Co. Inc. 0.34% Reduce -5.0% 6,717 $1.3M
Maripau Wealth Management LLC 0.63% Reduce -7.9% 6,689 $1.2M
Aspen Capital Management, LLC 0.32% Add +0.3% 6,678 $1.2M
WNY Asset Management, LLC 0.12% Reduce -20.8% 6,675 $1.2M
Wealth Management Partners, LLC 0.39% No change 6,639 $1.2M
Lanark Financial, Inc. 0.10% Add +8.2% 6,628 $1.2M
Pinnacle Bancorp, Inc. 0.36% Add +1.0% 6,619 $1.2M
Global Financial Private Client, LLC 0.44% Add +6.1% 6,613 $1.2M
J Hagan Capital, Inc. 0.75% Add +25.3% 6,608 $1.2M
Operose Advisors LLC 0.30% Reduce -7.9% 6,540 $1.2M
Capstone Wealth Management Group LLC 0.78% Add +17.3% 6,533 $1.2M
Liberty Square Wealth Partners LLC 0.38% Reduce -0.6% 6,527 $1.2M
Platform Technology Partners 0.29% No change 6,501 $1.2M
Legacy Advisors, LLC 0.15% — 6,413 $1.2M
Kohmann Bosshard Financial Services, LLC 0.12% Add +0.0% 6,434 $1.2M
WP Advisors, LLC 0.30% Reduce -3.9% 6,411 $1.2M
CORDA Investment Management, LLC. 0.08% Reduce -4.9% 6,411 $1.2M
BLVD Private Wealth, LLC 1.01% Add +38.4% 6,334 $1.2M
CVA Family Office, LLC 0.15% Reduce -3.5% 6,332 $1.2M
Roman Butler Fullerton & Co. 0.32% Add +5.3% 6,344 $1.2M
Ardent Capital Management, Inc. 0.50% No change 6,315 $1.2M
Wimmer Associates 1, LLC 0.57% Add +2.6% 6,306 $1.2M
Endowment Wealth Management, Inc. 0.53% Add +0.5% 6,296 $1.2M
Smithfield Trust Co 0.05% Reduce -3.5% 6,328 $1.2M
Teachers Insurance & Annuity Association of America 1.40% Add +2.7% 6,293 $1.2M
Selective Wealth Management, Inc. 0.38% Add +139.6% 6,269 $1.2M
Mraz, Amerine & Associates, Inc. 0.18% Reduce -10.3% 6,283 $1.2M
Pecaut & Co. 0.38% Add +4.1% 6,272 $1.2M
Magnolia Private Wealth, LLC 0.85% Reduce -7.1% 6,228 $1.2M
Cohen Investment Advisors LLC 0.56% Add +3.3% 6,228 $1.2M
Crescent Grove Advisors, LLC 0.11% No change 6,149 $1.2M
Redwood Financial Network Corp 0.73% Reduce -5.1% 6,159 $1.1M
Vaughan David Investments LLC 0.02% Add +26.3% 6,154 $1.1M
Battery Global Advisors, LLC 0.54% No change 6,113 $1.1M
Traynor Capital Management, Inc. 0.07% Add +421.6% 6,134 $1.1M
AMG National Trust Bank 0.03% Add +7.8% 6,079 $1.1M
Klingman & Associates, LLC 0.06% Add +3.1% 6,056 $1.1M
Rathbones Group PLC 0.00% Reduce -7.7% 6,045 $1.1M
Wealthcare Capital Partners, LLC 0.52% Reduce -1.6% 6,037 $1.1M
Aristotle Capital Management, LLC 0.00% Reduce -16.6% 6,036 $1.1M
Conrad Siegel Investment Advisors, Inc. 0.24% Reduce -26.6% 6,031 $1.1M
FNY Investment Advisers, LLC 0.37% New 6,000 $1.1M
Abbot Financial Management, Inc. 0.48% Reduce -4.8% 5,970 $1.1M
Country Club Bank 0.07% Reduce -0.3% 5,987 $1.1M
Rockwood Wealth Management, LLC 0.09% No change 5,943 $1.1M
Checchi Capital Advisers, LLC 0.08% Add +8.2% 5,937 $1.1M
Evernest Financial Advisors, LLC 0.31% Reduce -6.3% 5,927 $1.1M
Unconventional Investor, LLC 0.55% Add +0.5% 5,923 $1.1M
Copia Wealth Management 0.82% Reduce -0.6% 5,922 $1.1M
Baring Financial LLC 0.75% Add +3.1% 5,913 $1.1M
Brave Asset Management Inc. 0.27% No change 5,913 $1.1M
Fort Sheridan Advisors LLC 0.14% Reduce -0.8% 5,906 $1.1M
Rather & Kittrell, Inc. 0.19% Reduce -0.1% 5,893 $1.1M
Aspen Wealth Management LLC 0.24% Add +2.2% 5,890 $1.1M
Aurelius Family Office LLC 0.49% Reduce -4.4% 5,879 $1.1M
Silver Coast Investments LLC 0.38% Add +18.1% 5,880 $1.1M
Bartlett & Co. Wealth Management LLC 0.01% Reduce -4.4% 5,827 $1.1M
Cannon Financial Strategists, Inc. 0.16% Reduce -6.1% 5,839 $1.1M
Ascentis Independent Advisors 0.18% Reduce -6.8% 5,833 $1.1M
Keener Financial Planning LLC 0.50% No change 5,812 $1.1M
MB Generational Wealth, LLC 0.68% — 5,781 $1.1M
Accelerate Investment Advisors LLC 0.73% Add +16.0% 5,771 $1.1M
Gerber, LLC 0.68% Add +8.4% 5,762 $1.1M
Retirement Income Solutions, Inc. 0.18% No change 5,758 $1.1M
Southland Equity Partners LLC 0.22% Reduce -8.3% 5,752 $1.1M
Cibc World Market Inc. 0.00% Reduce -0.4% 5,749 $1.1M
Kathleen S. Wright Associates Inc. 0.40% No change 5,732 $1.1M
NorthRock Partners, LLC 0.02% Add +83.7% 5,716 $1.1M
Baker Tilly Wealth Management, LLC 0.24% Add +114.8% 5,702 $1.1M
Oak Wealth Advisors LLC 0.62% Reduce -4.5% 5,660 $1.1M
Trust Co. of Toledo NA 0.11% Reduce -0.7% 5,676 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,670 $1.1M
Noesis Capital Mangement Corp. 0.16% Reduce -3.1% 5,655 $1.1M
Security National Bank of So Dak 0.53% Reduce -1.1% 5,654 $1.1M
Bedel Financial Consulting, Inc. 0.13% Add +0.1% 5,653 $1.1M
BridgePort Financial Solutions, LLC 0.28% Add +1.3% 5,651 $1.1M
Net Worth Advisory Group 0.30% Reduce -62.8% 5,630 $1.1M
Texas Capital Bank Wealth Management Services Inc 0.09% No change 5,618 $1.0M
Bull Oak Capital, LLC 0.44% No change 5,606 $1.0M
Cedar Mountain Advisors, LLC 0.20% No change 5,606 $1.0M
Beese Fulmer Investment Management, Inc. 0.07% Add +1.2% 5,604 $1.0M
Berkeley Capital Partners, LLC 0.25% Reduce -0.5% 5,603 $1.0M
Creekside Partners 0.46% Add +0.1% 5,601 $1.0M
Barry Investment Advisors, LLC 0.24% Reduce -0.3% 5,572 $1.0M
Stratos Investment Management, LLC 0.04% Reduce -2.5% 5,576 $1.0M
Peak Financial Management, Inc. 0.27% Reduce -2.6% 5,573 $1.0M
Advisor OS, LLC 0.09% Add +0.3% 5,571 $1.0M
First National Trust Co 0.04% Add +12.8% 5,562 $1.0M
XY Planning Network, Inc. 0.35% No change 5,848 $1.0M
Brown Miller Wealth Management, LLC 0.29% Add +6.0% 5,535 $1.0M
Golden State Wealth Management, LLC 0.11% Reduce -1.2% 5,503 $1.0M
Capital Investment Counsel, LLC 0.15% Add +6.0% 5,501 $1.0M
Round Rock Advisors LLC 0.16% Add +12.9% 5,486 $1.0M
Patron Partners, LLC 0.46% Reduce -0.4% 5,478 $1.0M
Snider Financial Group 0.28% Add +0.1% 5,457 $1.0M
Estate Counselors, LLC 0.09% No change 5,412 $1.0M
Latitude Advisors, LLC 0.46% Add +6.4% 5,410 $1.0M
1ST Source Bank 0.05% Add +23.3% 5,402 $1.0M
Libra Wealth LLC 0.30% No change 5,398 $1.0M
Laird Norton Wetherby Wealth Management, LLC 0.04% Add +1.1% 5,393 $1.0M
Silver Grove Financial Group, Inc. 0.95% — 5,389 $1.0M
Veltria Advisors Corp. 4.42% Add +48.0% 5,388 $1.0M
Bowman & Co S.C. 0.42% Reduce -0.2% 5,369 $1.0M
Apollon Financial, LLC 0.17% Add +32.6% 5,352 $998K
Hidden Cove Wealth Management, LLC 0.66% Reduce -10.8% 5,347 $997K
Serenus Wealth Advisors, LLC 0.17% Reduce -1.3% 5,342 $996K
InvesTrust 0.36% Add +1.1% 5,328 $994K
Global Trust Asset Management, LLC 0.45% Reduce -4.4% 5,316 $991K
Brown, Lisle/Cummings, Inc. 0.25% Add +6.4% 5,307 $990K
Armbruster Capital Management, Inc. 0.17% Add +1.3% 5,305 $989K
626 Financial, LLC 0.43% No change 5,287 $986K
KG Capital Management 0.27% Add +10.6% 5,275 $984K
Hutchens & Kramer Investment Management Group, LLC 0.39% Reduce -1.7% 5,274 $984K
Gould Asset Management LLC 0.18% Reduce -7.5% 5,274 $984K
Inspirion Wealth Advisors, LLC 0.14% Add +0.1% 5,629 $983K
Annandale Capital, LLC 0.17% No change 5,261 $981K
ORG Partners LLC 0.18% Add +3.1% 5,259 $980K
River Wealth Advisors LLC 0.11% Add +6.5% 5,250 $979K
Caitlin John, LLC 0.68% Reduce -1.1% 5,245 $978K
Tarbox Family Office, Inc. 0.14% No change 5,239 $977K
KPP Advisory Services LLC 0.15% Add +0.0% 5,239 $977K
Midwest Financial Group LLC 0.46% Add +0.7% 5,227 $975K
Stelac Advisory Services LLC 0.34% No change 5,200 $975K
Intrua Financial, LLC 0.11% Add +3.3% 5,195 $969K
Johnson Wealth Management, LLC 0.53% — 5,195 $969K
Hudock, Inc. 0.15% Add +50.6% 5,190 $968K
PKS Advisory Services, LLC 0.22% Reduce -1.2% 5,178 $967K
Longview Financial Advisors, Inc. 0.69% No change 5,155 $962K
Ofc Financial Planning, LLC 0.95% Reduce -4.4% 5,151 $961K
Calamos Wealth Management LLC 0.04% Add +3.3% 5,146 $960K
MJP Associates Inc. 0.13% Add +1.0% 5,136 $958K
Breakwater Investment Management 0.35% Add +34.4% 5,130 $957K
Essex Bank 0.22% No change 5,127 $956K
Atticus Wealth Management, LLC 0.24% No change 5,114 $954K
Silver Oak Advisory Group, Inc. 0.43% Add +0.0% 5,113 $953K
Guardian Wealth Advisors, LLC / NC 0.06% Add +5.2% 5,079 $951K
Buska Wealth Management, LLC 0.29% Add +4.7% 5,099 $951K
Wealthstream Advisors, Inc. 0.14% Reduce -29.1% 5,090 $949K
HBW Advisory Services LLC 0.11% Add +67.1% 5,081 $948K
Alaska Wealth Advisors, LLC 0.12% Add +0.1% 5,079 $947K
Compass Capital Management, Inc. 0.05% New 5,078 $947K
TruNorth Capital Management, LLC 0.19% No change 5,075 $946K
FC Advisory LLC 0.28% Add +0.8% 5,070 $946K
O'Connor Financial Group LLC 0.39% Reduce -1.0% 5,041 $940K
C M Bidwell & Associates Ltd. 0.45% Reduce -0.6% 5,039 $940K
TFC Financial Management, Inc. 0.12% Add +0.1% 5,014 $938K
Harpswell Capital Advisors, LLC 0.89% — 5,025 $937K
Fairscale Capital, LLC 0.64% No change 4,991 $936K
Heritage Investment Group, Inc. 0.15% Add +0.6% 5,012 $935K
Kraft, Davis & Associates, LLC 0.23% Add +8.7% 4,964 $930K
James J. Burns & Company, LLC 0.14% Add +0.2% 4,976 $928K
Sutton Place Investors LLC 0.53% Add +0.1% 4,968 $926K
Rf&l Wealth Management, LLC 0.54% No change 4,958 $925K
BTG Pactual Asset Management US LLC 0.11% Add +64.0% 5,221 $923K
Onyx Bridge Wealth Group LLC 0.10% Add +2.6% 4,946 $922K
Alteri Wealth LLC 0.32% Add +49.5% 4,931 $920K
Talisman Wealth Advisors LLC 0.76% Add +0.7% 4,922 $918K
Texas Bank & Trust Co 0.35% Reduce -9.7% 4,918 $917K
Vantage Financial Partners, LLC 0.19% Reduce -7.5% 4,915 $917K
Lumbard & Kellner, LLC 0.34% No change 4,893 $912K
Brian Low Financial Group, LLC 0.71% Reduce -10.4% 4,886 $911K
Rothschild Capital Partners, LLC 0.21% Add +5.2% 4,879 $910K
Cape Cod Five Cents Savings Bank 0.08% No change 5,212 $910K
Continuum Wealth Advisors, LLC 0.38% No change 4,820 $899K
Curtis Advisory Group, LLC 0.20% Reduce -2.4% 4,808 $897K
Zacks Investment Management 0.01% Reduce -4.1% 4,804 $896K
Petix & Botte Co 0.21% Reduce -2.5% 4,774 $890K
Howe & Rusling Inc. 0.06% Reduce -5.0% 4,760 $888K
Northwest Bancshares, Inc. 0.15% Add +0.3% 4,753 $886K
Weaver Consulting Group 0.23% Add +3.4% 4,749 $886K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +0.2% 4,743 $884K
Dearborn Partners LLC 0.04% No change 4,729 $882K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +36.9% 4,705 $881K
LaFleur & Godfrey LLC 0.11% Reduce -2.3% 4,709 $878K
Newman Dignan & Sheerar, Inc. 0.19% Reduce -10.0% 4,683 $873K
Arrowroot Family Office, LLC 0.35% Add +0.8% 4,643 $866K
tru Independence LLC 0.22% Add +0.4% 4,635 $864K
Venturi Wealth Management, LLC 0.04% Reduce -1.6% 4,625 $863K
Townsend Asset Management Corp. /NC/ 0.30% Add +0.3% 4,587 $855K
Conservest Capital Advisors, Inc. 0.08% No change 4,569 $852K
Triad Wealth Partners, LLC 0.11% Add +98.3% 4,566 $851K
Corepath Wealth Partners LLC 0.62% Reduce -3.8% 4,543 $851K
X-Square Capital, LLC 0.27% Add +0.7% 4,561 $851K
Thompson Davis & Co., Inc. 0.52% Reduce -2.7% 4,555 $849K
Chapman Financial Group, LLC 0.59% Add +76.4% 4,552 $849K
Goepper Burkhardt LLC 0.29% No change 4,539 $846K
Caldwell Sutter Capital, Inc. 0.36% Reduce -0.3% 4,520 $843K
Waterfront Wealth Inc. 0.17% Reduce -6.3% 4,508 $841K
My Personal CFO, LLC 0.33% New 4,509 $841K
Foundation Wealth Management, LLC\PA 0.33% Reduce -5.2% 4,509 $841K
Lam Group, Inc. 0.52% Reduce -10.0% 4,505 $840K
Heritage Wealth Advisors 0.04% No change 4,487 $837K
HORAN Wealth, LLC 0.13% New 4,463 $832K
Sagespring Wealth Partners, LLC 0.02% Reduce -10.9% 4,460 $832K
American Money Management, LLC 0.14% Add +0.3% 4,437 $827K
Allred Capital Management, LLC 0.29% Add +0.2% 4,433 $826K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +0.1% 4,429 $826K
Linscomb Wealth, Inc. 0.04% Reduce -1.4% 4,429 $826K
Ariston Services Group 0.50% Add +23.1% 4,422 $825K
First Community Trust NA 0.64% Add +5.2% 4,419 $824K
CWC Advisors, LLC. 0.40% Add +8.1% 4,418 $824K
Fort Washington Investment Advisors Inc. 0.00% New 4,412 $823K
DGS Capital Management, LLC 0.15% Add +6.6% 4,402 $821K
Winebrenner Capital Management LLC 0.59% Add +8.9% 4,398 $820K
Bristlecone Advisors, LLC 0.07% Add +5.5% 4,386 $818K
Outbound Financial Inc 0.67% No change 4,385 $818K
Horizon Investment Services, LLC 0.31% Add +2.9% 4,383 $817K
Diligent Investors, LLC 0.21% Reduce -1.0% 4,373 $816K
Patten Group, Inc. 0.16% Add +7.8% 4,372 $815K
M3 Advisory Group, LLC 0.51% Add +0.2% 4,366 $814K
Old Second National Bank of Aurora 0.17% Reduce -6.4% 4,364 $814K
Detalus Advisors, LLC 0.21% Add +0.5% 4,355 $812K
Cornerstone Advisors Asset Management, LLC 0.14% Add +37.7% 4,349 $811K
Headinvest, LLC 0.17% Reduce -3.5% 4,346 $810K
Heritage Financial Services, LLC 0.07% Add +8.4% 4,342 $810K
SJS Investment Consulting Inc. 0.11% Add +15.7% 4,340 $809K
BlueSky Wealth Advisors, LLC 0.11% Add +3.0% 4,326 $807K
Williams Jones Wealth Management, LLC. 0.01% Reduce -0.5% 4,325 $807K
Ashford Advisors, LLC 0.18% Add +215.4% 4,293 $805K
Ferguson Wellman Capital Management, Inc. 0.01% Add +3.9% 4,305 $803K
Mogy Joel R Investment Counsel Inc. 0.04% Reduce -0.6% 4,290 $800K
Valley Forge Investment Consultants Inc. Adv 0.23% Reduce -54.7% 4,289 $800K
EFG Asset Management (Americas) Corp. 0.14% No change 4,286 $799K
Howard Bailey Securities, LLC 0.23% Add +36.7% 4,246 $792K
DecisionMap Wealth Management, LLC 0.51% Reduce -0.1% 4,236 $790K
Penobscot Wealth Management 0.25% Add +0.1% 4,225 $788K
Twin City Private Wealth, LLC 0.61% Add +11.0% 4,206 $788K
Cassaday & Co Wealth Management LLC 0.02% Add +0.1% 4,219 $787K
Lincoln Capital LLC 0.15% Reduce -0.3% 4,162 $781K
Passive Capital Management, LLC. 0.25% Reduce -2.0% 4,153 $774K
J. Safra Sarasin Holding AG 0.01% Add +10.7% 4,150 $774K
Shufro Rose & Co. LLC 0.06% No change 4,479 $774K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $772K
Pacific Point Advisors, LLC 0.45% No change 4,129 $770K
Keystone Financial Group, Inc. 0.43% No change 4,092 $767K
Triangle Securities Wealth Management 0.17% Add +2.0% 4,092 $763K
Tanglewood Legacy Advisors, LLC 0.29% No change 4,080 $761K
Uhlmann Price Securities, LLC 0.47% Add +1.9% 4,079 $761K
Transamerica Financial Advisors, LLC 0.06% New 4,042 $757K
Hamilton Point Investment Advisors, LLC 0.12% No change 4,034 $756K
Murphy Pohlad Asset Management LLC 0.30% Add +12.8% 4,051 $755K
Bouchey Financial Group, Ltd. 0.06% Reduce -0.1% 4,041 $755K
Capital Advisors Inc. 0.01% Reduce -0.1% 4,045 $754K
Richard W. Paul & Associates, LLC 0.26% Add +0.3% 4,037 $753K
Team Hewins, LLC 0.25% Reduce -0.2% 4,010 $752K
Insight Inv LLC 0.44% Reduce -8.9% 4,030 $752K
Smith Asset Management Co., LLC 0.64% Add +0.9% 4,026 $751K
PAX Financial Group, LLC 0.14% Reduce -7.0% 4,025 $751K
Trail Ridge Investment Advisors, LLC 0.33% Add +8.2% 4,004 $747K
Milestone Asset Management, LLC 0.14% Add +118.0% 4,002 $746K
Capital World Investors 0.00% Add +100.4% 4,018 $746K
Code Waechter LLC 0.49% No change 4,000 $745K
Private Management Group Inc. 0.02% No change 3,974 $741K
Private Client Services, LLC 0.25% Reduce -19.6% 3,972 $741K
Grove Street Fiduciary, LLC 0.35% Reduce -4.4% 3,968 $740K
Dynamic Financial Group 0.64% Add +0.1% 3,949 $736K
Synergy Asset Management, LLC 0.03% Add +234.8% 4,074 $736K
WPG Advisers, LLC 0.57% Reduce -1.7% 3,946 $736K
CPR Investments Inc. 0.50% Reduce -0.2% 3,928 $733K
Holos Integrated Wealth LLC 0.43% No change 4,003 $732K
1900 Wealth Management LLC 0.05% No change 3,919 $731K
CGC Financial Services, LLC 0.20% No change 3,909 $729K
JP Wealth Management, Inc. 0.49% No change 3,900 $727K
Salem Investment Counselors Inc. 0.02% Reduce -9.2% 3,878 $727K
Global Wealth Strategies & Associates 0.19% Add +187.0% 3,894 $726K
Icon Wealth Advisors, LLC 0.05% Add +0.1% 3,885 $725K
Tranquility Partners, LLC 0.24% Add +128.6% 3,877 $723K
Silverlake Wealth Management LLC 0.18% Add +31.9% 3,867 $721K
One Wealth Advisors, LLC 0.09% No change 3,851 $718K
Brown Brothers Harriman & Co. 0.00% Add +3.5% 3,851 $718K
Wrapmanager Inc. 0.22% Reduce -14.9% 3,843 $717K
Summit Wealth Partners, LLC 0.13% Reduce -2.3% 3,843 $717K
Roxbury Financial LLC 0.66% Add +0.1% 3,836 $715K
SpringVest Wealth Management LLC 0.53% Add +21.2% 3,836 $715K
Sovran Advisors, LLC 0.06% Add +88.4% 3,836 $712K
Kavar Capital Partners Group, LLC 0.09% Reduce -15.5% 3,811 $711K
Roehl & Yi Investment Advisors, LLC 0.31% Reduce -1.3% 3,808 $710K
Everpar Advisors LLC 0.28% Reduce -0.1% 3,792 $707K
apricus wealth, LLC 0.38% Reduce -6.5% 3,787 $706K
Balanced Rock Investment Advisors LLC 0.52% Add +5.0% 3,785 $706K
Legacy Private Trust Co. 0.04% Add +13.3% 3,776 $704K
Mason Investment Advisory Services, Inc. 0.03% Add +13.3% 3,757 $701K
RPG Investment Advisory, LLC 0.08% Reduce -6.0% 3,747 $699K
LMG Wealth Partners, LLC 0.13% Add +1.4% 3,739 $697K
Life Planning Partners, Inc 0.51% No change 3,724 $695K
Investmark Advisory Group LLC 0.30% Add +12.6% 3,714 $693K
Sentinel Pension Advisors, LLC 0.11% Add +5.0% 3,703 $691K
Accredited Investor Services, LLC 0.47% Reduce -25.2% 3,702 $690K
180 Wealth Advisors, LLC 0.08% Reduce -2.3% 3,689 $688K
Archer Investment Corp 0.16% Reduce -0.2% 3,687 $688K
TrueWealth Advisors, LLC 0.19% Add +1.0% 3,682 $687K
Westmount Partners, LLC 0.18% Reduce -3.3% 3,662 $684K
Fielder Capital Group LLC 0.16% No change 3,668 $684K
New Republic Capital, LLC 0.21% Add +22.3% 3,641 $682K
American National Bank & Trust 0.07% Reduce -0.5% 3,659 $682K
Raleigh Capital Management Inc. 0.26% Reduce -9.2% 3,632 $677K
Plante Moran Financial Advisors, LLC 0.04% Reduce -53.6% 3,630 $677K
Finward Bancorp 0.51% Add +10.7% 3,628 $677K
Cypress Wealth Services, LLC 0.11% No change 3,628 $677K
Altiora Financial Group, LLC 0.12% Add +8.2% 3,615 $674K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Add +3.4% 3,611 $673K
ARK & TLK Investments, LLC 0.21% Reduce -2.1% 3,609 $673K
Indiana Trust & Investment Management Co 0.20% No change 3,601 $672K
Planned Solutions, Inc. 0.23% No change 3,592 $670K
Fort Point Capital Partners LLC 0.09% Reduce -6.7% 3,571 $669K
L. Roy Papp & Associates, LLP 0.08% Add +0.6% 3,589 $669K
Planning Center, Inc. 0.07% No change 3,585 $668K
Pines Wealth Management, LLC 0.22% Reduce -0.8% 3,577 $667K
Arlington Financial Advisors, LLC 0.10% No change 3,570 $666K
Eagle Global Advisors LLC 0.03% Reduce -1.4% 3,570 $666K
Red Door Wealth Management, LLC 0.07% Add +3.1% 3,569 $666K
San Luis Wealth Advisors LLC 0.12% New 3,569 $666K
Jefferies Financial Group Inc. 0.01% Add +0.3% 3,565 $665K
Farmers & Merchants Investments Inc. 0.02% Reduce -3.5% 3,557 $663K
River Street Advisors LLC 0.26% Reduce -2.8% 3,549 $662K
Heritage Trust Co 0.07% No change 3,543 $661K
Certuity, LLC 0.05% Reduce -0.1% 3,541 $660K
Capital Group Private Client Services, Inc. 0.01% Add +5.8% 3,534 $659K
Syntegra Private Wealth Group, LLC 0.06% Reduce -11.9% 3,533 $659K
Ameritas Investment Partners, Inc. 0.02% Add +90.2% 3,528 $658K
Proffitt & Goodson Inc. 0.09% No change 3,521 $657K
Catalyst Financial Partners LLC 0.08% Add +1.1% 3,512 $655K
First National Advisers, LLC 0.09% Reduce -6.7% 3,492 $651K
Samalin Investment Counsel, LLC 0.23% Add +4.7% 3,486 $650K
Capital International Investors 0.00% Add +102.5% 3,496 $649K
Envision Financial Planning, LLC 0.27% No change 3,476 $648K
Shira Ridge Wealth Management 0.27% Reduce -0.9% 3,465 $646K
Brooklyn Investment Group 0.09% No change 3,647 $644K
Portland Financial Advisors Inc 1.37% No change 3,444 $642K
Quartz Partners, LLC 0.23% Add +14.2% 3,439 $641K
Meridian Wealth Partners, LLC 0.09% Add +70.2% 3,437 $641K
FSA Advisors, Inc. 0.51% New 3,433 $640K
FAS Wealth Partners, Inc. 0.04% Add +1.3% 3,414 $637K
Glen Eagle Advisors, LLC 0.09% Reduce -9.7% 3,412 $636K
Windsor Capital Management, LLC 0.18% Reduce -2.0% 3,411 $636K
JT Stratford LLC 0.09% Reduce -12.4% 3,399 $634K
Tilson Financial Group, Inc. 0.21% Reduce -1.6% 3,382 $631K
Hall Capital Management Co. Inc. 0.25% Add +3.8% 3,382 $631K
Carl P. Sherr & Co., LLC 0.30% No change 3,381 $631K
Hill Investment Group Partners, LLC 0.08% Reduce -0.0% 3,378 $630K
Hartford Funds Management Co LLC 0.05% Reduce -9.3% 3,360 $627K
VPR Management LLC 0.28% No change 3,350 $625K
Edge Financial Advisors LLC 0.28% Add +27.2% 3,348 $624K
JFG Wealth Management, LLC 0.12% No change 3,347 $624K
GWN Securities Inc. 0.14% Reduce -26.3% 3,334 $624K
Allen Capital Group, LLC 0.06% Reduce -0.4% 3,323 $620K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 3,320 $619K
Brandes Investment Partners, LP 0.01% Reduce -99.6% 3,317 $619K
Balyasny Asset Management L.P. 0.00% New 3,308 $617K
Sage Financial Management Group, Inc. 0.20% No change 3,302 $616K
Bogart Wealth, LLC 0.02% Add +0.1% 3,284 $612K
Independent Wealth Network Inc. 0.20% Reduce -3.3% 3,282 $612K
Bradley Foster & Sargent Inc. 0.01% Add +18.9% 3,279 $612K
DDD Partners, LLC 0.04% Reduce -5.5% 3,245 $605K
Waller Financial Planning Group, Inc. 0.14% Add +0.4% 3,244 $605K
Cambiar Investors LLC 0.03% Add +8.5% 3,239 $604K
GSG Advisors LLC 0.16% Add +1.0% 3,226 $603K
Northstar Advisory Group, LLC 0.25% Reduce -29.2% 3,231 $603K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,228 $602K
Ullmann Wealth Partners Group, LLC 0.07% No change 3,227 $602K
Yoder Wealth Management, Inc. 0.28% No change 3,218 $600K
Means Investment Co., Inc. 0.05% Add +0.5% 3,212 $599K
Financial Gravity Asset Management, Inc. 0.12% — 3,212 $599K
Busey Bank 0.02% Reduce -22.9% 3,211 $599K
Towercrest Capital Management 0.10% No change 3,208 $598K
Austin Asset Management Co Inc 0.11% Reduce -6.6% 3,206 $598K
First Commonwealth Financial Corp 0.10% Add +1.8% 3,194 $596K
Milestone Asset Management Group, LLC 0.37% Add +0.0% 3,161 $589K
Sunbelt Securities, Inc. 0.04% Add +10.6% 3,159 $589K
Vantage Point Financial LLC 0.23% Add +71.0% 3,149 $587K
Peoples Financial Services Corp. 0.26% No change 3,144 $586K
Cathy Pareto & Associates, Inc. 0.44% Reduce -4.1% 3,115 $581K
Barnes Wealth Management Group, Inc 0.32% Add +0.2% 3,113 $581K
Putney Financial Group LLC 0.57% Add +1.0% 3,105 $579K
Baron Wealth Management LLC 0.19% Add +0.5% 3,091 $577K
Cladis Investment Advisory, LLC 0.33% No change 3,088 $576K
Meritage Portfolio Management 0.04% Add +8.8% 3,085 $575K
Legacy Financial Group LLC 0.08% No change 3,082 $575K
Trilogy Capital Inc. 0.03% Reduce -0.3% 3,082 $575K
Argentarii, LLC 0.23% Add +21.6% 3,077 $574K
Henshaw Capital LLC 0.02% No change 3,075 $573K
National Bank of Canada 0.00% Reduce -99.5% 3,071 $573K
CM Wealth Advisors LLC 0.15% No change 3,048 $571K
Olde Wealth Management, LLC 0.18% — 3,048 $569K
Potomac Fund Management Inc. 0.02% Reduce -2.8% 3,044 $568K
Gries Financial LLC 0.09% No change 3,041 $567K
Axis Wealth Partners, LLC 0.33% Add +0.7% 3,038 $567K
4Thought Financial Group Inc. 0.29% Add +8.3% 3,038 $567K
Hantz Financial Services, Inc. 0.01% Add +15.5% 3,049 $566K
Next Capital Management LLC 0.19% Add +9.6% 3,031 $566K
Total Clarity Wealth Management, Inc. 0.15% Reduce -6.0% 3,029 $565K
Holland Advisory Services, Inc. 0.77% Add +0.6% 3,025 $564K
Elser Financial Planning, Inc 0.68% Add +0.1% 3,024 $564K
Weatherly Asset Management L. P. 0.05% Add +13.3% 3,006 $563K
Landaas & Co. /Wi 0.13% Add +15.1% 3,003 $560K
Essential Partners LLC 0.18% Reduce -1.3% 2,996 $559K
SilverOak Wealth Management LLC 0.09% No change 2,994 $558K
Wealth Dimensions Group, Ltd. 0.11% Add +1.9% 2,979 $556K
German American Bancorp, Inc. 0.05% No change 2,979 $556K
Aprio Wealth Management, LLC 0.06% Add +1.5% 2,974 $555K
10Elms LLP 0.57% Reduce -4.8% 2,961 $552K
Colony Family Offices, LLC 0.14% Reduce -9.7% 2,936 $551K
Collaborative Wealth Managment Inc. 0.22% Add +66.4% 2,949 $550K
Clarion Wealth Managment Partners, LLC 0.54% Reduce -56.1% 2,930 $547K
Burney Co./ 0.02% Reduce -6.5% 2,930 $546K
Impact Capital Partners LLC 0.16% New 2,929 $546K
Pacific Sage Partners, LLC 0.09% Reduce -12.0% 2,921 $545K
Sierra Ocean, LLC 0.46% Reduce -8.2% 2,920 $545K
Coordinated Financial Services, Inc. 0.35% Add +0.3% 2,909 $542K
Marks Wealth, LLC 0.17% New 2,896 $540K
Leading Edge Financial Planning LLC 0.14% Reduce -0.2% 2,890 $539K
Ballast, Inc. 0.13% Add +2.5% 2,881 $537K
Fiduciary Group, LLC 0.05% Reduce -1.3% 2,871 $535K
Cambridge Advisors Inc. 0.10% No change 2,850 $531K
SVB Wealth LLC 0.03% Reduce -14.9% 2,845 $531K
Stonebridge Financial Planning Group, LLC 0.20% Reduce -9.3% 2,843 $530K
Meridian Wealth Advisors, LLC 0.08% No change 2,841 $530K
Abound Wealth Management 0.13% Add +0.5% 2,840 $530K
Blue Bell Private Wealth Management, LLC 0.08% Add +1.5% 2,839 $529K
NewSquare Capital LLC 0.04% Add +16.4% 2,838 $529K
Patton Albertson Miller Group, LLC 0.06% No change 2,835 $529K
WFA Asset Management Corp 0.29% Add +0.9% 3,026 $528K
Archer Investment Management, LLC 0.32% No change 2,827 $527K
Blue Zone Wealth Advisors, LLC 0.10% New 2,817 $525K
Peak Planning Group, LLC 0.27% New 2,802 $523K
Dover Advisors, LLC 0.21% Reduce -0.7% 2,786 $522K
Highland Financial Advisors, LLC 0.15% Reduce -0.2% 2,795 $521K
Encompass Wealth Advisors, LLC 0.18% Reduce -10.9% 2,780 $518K
Allie Family Office LLC 0.25% Reduce -41.5% 2,771 $518K
NCM Capital Management, LLC 0.20% Reduce -29.9% 2,752 $513K
John W. Brooker & Co., CPAs 1.04% Add +24.7% 2,745 $512K
Naviter Wealth, LLC 0.06% Add +18.2% 2,729 $512K
Moseley Investment Management Inc. 0.15% Reduce -1.3% 2,728 $509K
Portland Global Advisors LLC 0.06% Add +0.9% 2,724 $508K
ICONIQ Capital, LLC 0.01% No change 2,724 $508K
Cannell & Spears LLC 0.01% Reduce -0.2% 2,708 $505K
First National Bank of Mount Dora, Trust Investment Services 0.11% No change 2,708 $505K
Massachusetts Financial Services Co. 0.00% Reduce -44.6% 2,707 $505K
Arthur M. Cohen & Associates, LLC 0.08% No change 2,704 $504K
Tandem Financial, LLC 0.19% New 2,686 $504K
First Business Financial Services, Inc. 0.05% No change 2,689 $501K
McGlone Suttner Wealth Management, Inc. 0.07% No change 2,688 $501K
National Wealth Management Group, LLC 0.19% Add +43.4% 2,680 $500K
Asset Allocation Strategies LLC 0.10% Reduce -6.1% 2,680 $500K
Rothschild Investment LLC 0.03% Reduce -1.6% 2,678 $500K
Blue Chip Partners, LLC 0.04% Reduce -17.2% 2,676 $499K
West Financial Advisors, LLC 0.08% Reduce -3.3% 2,675 $499K
Merrion Investment Management Co, LLC 0.28% Add +8.2% 2,650 $497K
Glassman Wealth Services 0.07% Add +1.4% 2,663 $497K
Traphagen Investment Advisors LLC 0.04% Reduce -11.3% 2,661 $496K
Harbor Group, Inc. 0.08% Add +0.5% 2,660 $496K
Alliance Wealth Management Group 0.11% No change 2,656 $495K
Cherrydale Wealth Management, LLC 0.16% Reduce -13.3% 2,656 $495K
Realta Investment Advisors 0.17% Add +12.1% 2,651 $494K
Sound Income Strategies, LLC 0.03% Reduce -9.7% 2,657 $494K
Financial Insights, Inc. 0.16% Add +1.2% 2,650 $494K
ZynergyRetirementPlanningLLC 0.31% No change 2,643 $493K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -0.4% 2,641 $492K
Fulton Bank, N.A. 0.02% No change 2,636 $492K
Strid Group, LLC 0.06% No change 2,621 $489K
Goldstein Advisors, LLC 0.06% No change 2,612 $487K
Continental Investors Services, Inc. 0.72% Add +0.0% 2,621 $487K
Ariadne Wealth Management, LP 0.22% No change 2,583 $484K
Northcape Wealth Management, LLC 0.14% Reduce -2.3% 2,588 $483K
Evercore Wealth Management, LLC 0.01% Reduce -7.8% 2,583 $482K
Summit Global Investments 0.03% Add +0.9% 2,581 $481K
Madison Wealth Partners, Inc 0.09% Reduce -0.5% 2,570 $479K
Spinnaker Trust 0.03% No change 2,567 $479K
Saxony Capital Management, LLC 0.32% Add +18.6% 2,563 $478K
Cordgrass Capital Advisors, LLC 0.12% Add +18.1% 2,557 $477K
Barlow Wealth Partners, LLC 0.05% No change 2,552 $476K
Fortis Capital Management LLC 0.07% Add +7.7% 2,551 $476K
FSM Wealth Advisors, LLC 0.07% No change 2,536 $473K
Carr Financial Group Corp 0.13% Add +5.0% 2,520 $470K
Cullen/Frost Bankers, Inc. 0.01% Reduce -6.8% 2,518 $470K
Brand Asset Management Group, Inc. 0.13% New 2,516 $469K
Tenon Financial LLC 0.24% Reduce -0.2% 2,510 $468K
McDonald Partners LLC 0.14% Add +77.5% 2,507 $468K
MKT Advisors LLC 0.17% No change 2,500 $467K
Prosperity Financial Group, Inc. 0.17% No change 2,504 $467K
Robinson Smith Wealth Advisors LLC 0.34% Add +0.0% 2,502 $467K
Genesis Private Wealth, LLC 0.20% Add +6.8% 2,502 $467K
Jim Saulnier & Associates, LLC 0.26% New 2,500 $466K
Rockingstone Advisors LLC 0.23% New 2,493 $465K
Prudent Man Investment Management, Inc. 0.26% No change 2,739 $464K
Kelly Financial Services LLC 0.12% Reduce -1.9% 2,485 $463K
Bryant Woods Investment Advisors, LLC 0.18% No change 2,475 $462K
Cidel Asset Management Inc. 0.03% No change 2,475 $462K
Tyche Wealth Partners LLC 0.08% Add +12.9% 2,474 $461K
Ranch Capital Advisors Inc. 0.18% New 2,460 $461K
Center For Asset Management LLC 0.25% Reduce -9.2% 2,465 $460K
Mirador Capital Partners LP 0.07% New 2,461 $459K
Stone House Investment Management, LLC 0.08% Add +10.4% 2,459 $459K
Opulen Financial Group LLC 0.35% Add +0.1% 2,456 $458K
Oakworth Capital, Inc. 0.03% Add +7.0% 2,446 $456K
DiNuzzo Private Wealth, Inc. 0.05% Add +0.2% 2,489 $456K
WealthPlan Investment Management, LLC 0.03% Add +0.4% 2,436 $454K
Strategic Wealth Partners, Ltd. 0.03% Reduce -3.0% 2,434 $454K
Mathes Company, Inc. 0.16% No change 2,413 $450K
Fairvoy Private Wealth, LLC 0.10% Add +63.6% 2,412 $450K
Bailard, Inc. 0.01% No change 2,406 $449K
Brookwood Investment Group LLC 0.06% Reduce -3.3% 2,399 $447K
Verus Financial Partners, Inc. 0.04% Reduce -0.0% 2,389 $445K
First Pacific Financial 0.06% Add +51.3% 2,389 $445K
Ironwood Investment Counsel, LLC 0.06% Add +0.1% 2,383 $445K
Synergy Financial Group, LTD 0.30% Add +4.8% 2,381 $444K
DB Fitzpatrick & Co, Inc 0.40% Add +8.4% 2,377 $443K
Juncture Wealth Strategies, LLC 0.15% Reduce -18.3% 2,375 $443K
Retirement Planning Co of New England, Inc. 0.18% Add +18.9% 2,375 $443K
Summit Asset Management, LLC 0.07% Reduce -4.5% 2,355 $439K
FWL Investment Management, LLC 0.11% Reduce -1.7% 2,348 $438K
Austin Wealth Management, LLC 0.07% Reduce -0.1% 2,341 $437K
O'ROURKE & COMPANY, Inc 0.18% Reduce -6.1% 2,329 $434K
Cornerstone Financial Group, LLC 0.34% Add +0.3% 2,323 $433K
American State Bank (Iowa) 0.22% Add +0.3% 2,315 $432K
Petra Financial Advisors Inc. 0.25% Add +5.8% 2,314 $432K
Members Wealth LLC 0.27% — 2,303 $430K
Solidarity Wealth, LLC 0.09% No change 2,293 $430K
Sterling Wealth Management, Inc. 0.13% Add +20.4% 2,297 $428K
Endeavor Private Wealth, Inc. 0.13% New 2,263 $424K
Innova Wealth Partners 0.23% No change 2,269 $423K
PCG Wealth Advisors, LLC 0.12% Add +72.8% 2,267 $423K
Pennington Partners & Co., LLC 0.20% Add +86.1% 2,250 $422K
Horizon Wealth Management, LLC 0.06% No change 2,260 $421K
Wealth Group Ltd 0.10% Add +0.6% 2,260 $421K
Nvest Financial, LLC 0.24% New 2,259 $421K
Sachem Hill LLC 0.08% No change 2,248 $419K
MassMutual Private Wealth & Trust, FSB 0.01% Add +61.0% 2,247 $419K
Townsquare Capital LLC 0.06% Add +24.1% 2,246 $419K
Armstrong Advisory Group, Inc. 0.03% Add +0.0% 2,236 $417K
Client 1ST Advisory Group, LLC 0.14% Reduce -3.6% 2,234 $417K
ARS Wealth Advisors Group, LLC 0.04% Reduce -7.0% 2,232 $416K
Convergence Financial, LLC 0.06% Reduce -1.2% 2,232 $416K
Trek Financial, LLC 0.02% Add +21.7% 2,230 $416K
jvl associates llc 0.14% Add +0.1% 2,211 $412K
Note Advisors, LLC 0.25% Reduce -0.3% 2,211 $412K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -0.3% 2,207 $412K
Patten & Patten Inc. 0.02% Reduce -15.6% 2,204 $411K
Integral Investment Advisors, Inc. 0.11% No change 2,199 $410K
Whittier Trust Co. of Nevada Inc. 0.01% No change 2,185 $410K
Strategic Wealth Investment Group, LLC 0.03% New 2,191 $409K
Croban 0.27% Reduce -1.0% 2,187 $408K
Laurel Wealth Advisors LLC 0.06% Add +6.1% 2,181 $407K
Fairview Capital Investment Management, LLC 0.02% Reduce -4.4% 2,172 $405K
First Citizens Bank & Trust Co. 0.01% Reduce -6.4% 2,169 $404K
Pacific Capital Wealth Advisors, Inc. 0.07% New 2,165 $404K
Montis Financial, LLC 0.09% Reduce -10.4% 2,160 $403K
Lionshead Wealth Management, LLC 0.32% Reduce -2.4% 2,148 $403K
Comprehensive Money Management Services LLC 0.28% No change 2,155 $402K
Kingsman Wealth Management, Inc. 0.22% Reduce -15.7% 2,151 $401K
Colonial River Investments, LLC 0.15% Reduce -0.4% 2,146 $400K
Three Magnolias Financial Advisors, LLC 0.25% Add +0.5% 2,145 $400K
Integrated Capital Management, LLC 0.18% Reduce -1.4% 2,109 $398K
Pictet North America Advisors SA 0.04% No change 2,133 $398K
Wealth Quarterback LLC 0.15% Reduce -3.0% 2,133 $398K
MKD Wealth Coaches, LLC 0.40% No change 2,131 $397K
Cottage Street Advisors LLC 0.17% New 2,122 $396K
Farmers National Bank 0.09% No change 2,118 $395K
Beacon Capital Management, LLC 0.06% Reduce -23.8% 2,113 $394K
Security National Bank of Sioux City Iowa 0.26% Add +0.1% 2,104 $392K
Whittier Trust Co. 0.00% Add +62.0% 2,087 $391K
Atlanta Consulting Group Advisors, LLC 0.10% No change 2,086 $391K
Strategic Planning Group, LLC 0.05% New 2,087 $389K
Wisconsin Wealth Advisors, LLC 0.37% Reduce -29.4% 2,078 $387K
Austin Private Wealth, LLC 0.03% Reduce -1.8% 2,075 $387K
HHM Wealth Advisors, LLC 0.04% Add +14.6% 2,072 $386K
Canandaigua National Bank & Trust Co. 0.03% No change 2,072 $386K
NorthCrest Asset Manangement, LLC 0.01% No change 2,062 $386K
Christensen, King & Associates Investment Services, Inc. 0.17% Reduce -5.5% 2,067 $386K
Scott & Selber, Inc. 0.10% New 2,062 $385K
Applied Capital LLC 0.15% No change 2,062 $384K
Prudent Investors Network, Inc. 0.09% New 2,053 $383K
Mason & Associates, LLC 0.10% No change 2,156 $381K
Advocacy Wealth Management, LLC 0.02% Reduce -66.1% 2,042 $381K
Thor Investment Management Inc. /Oh/ 0.23% No change 2,035 $380K
Capstone Financial Advisors, Inc. 0.02% Reduce -4.3% 2,027 $378K
Franklin Street Advisors Inc. 0.02% Reduce -0.1% 2,024 $377K
Fidelity D & D Bancorp Inc. 0.21% No change 2,020 $377K
Mullooly Asset Management, Inc. 0.14% Reduce -22.7% 2,018 $376K
Chapin Davis, Inc. 0.09% Add +0.1% 2,014 $376K
Fusion Family Wealth, LLC 0.03% Add +0.1% 2,008 $374K
Haven Private, LLC 0.16% No change 2,000 $373K
ARS Investment Partners, LLC 0.02% New 1,999 $373K
Glassy Mountain Advisors, Inc. 0.11% New 1,996 $372K
Revolve Wealth Partners, LLC 0.04% Reduce -0.6% 1,989 $371K
Greenfield Savings Bank 0.16% Reduce -4.1% 1,986 $370K
Raffa Wealth Management, LLC 0.07% Add +0.5% 1,985 $370K
Trivium Point Advisory, LLC 0.04% Reduce -1.5% 1,984 $370K
Bank of New Hampshire 0.09% Reduce -27.1% 1,983 $370K
TCP Asset Management, LLC 0.07% Reduce -9.6% 1,981 $369K
S.A. Mason LLC 0.16% No change 1,978 $369K
PSI Advisors, LLC 0.10% Reduce -1.1% 1,972 $368K
HT Partners LLC 0.11% No change 1,968 $367K
Murphy & Mullick Capital Management Corp 0.27% No change 1,956 $365K
First International Bank & Trust 0.13% No change 1,952 $364K
Trace Wealth Advisors, LLC 0.27% No change 1,950 $364K
Versant Capital Management, Inc 0.05% Reduce -0.3% 1,946 $363K
IAG Wealth Partners, LLC 0.04% Reduce -3.0% 1,942 $362K
Optima Capital LLC 0.18% No change 1,933 $361K
Miller Financial Services LLC 0.42% Add +0.1% 1,928 $360K
Stablepoint Partners, LLC 0.06% No change 1,922 $358K
Boreal Capital Management LLC 0.34% No change 1,910 $358K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Reduce -0.3% 1,903 $357K
Sterling Investment Advisors, Ltd. 0.07% Add +0.2% 1,912 $357K
Capital Investment Services of America, Inc. 0.03% No change 1,912 $357K
McNamara Financial Services, Inc. 0.07% Reduce -2.5% 1,911 $356K
Sfmg, LLC 0.02% Reduce -18.8% 1,900 $354K
Van Cleef Asset Management,Inc 0.04% No change 1,900 $354K
Garland Capital Management Inc. 4.87% Reduce -29.9% 1,899 $354K
Marion Wealth Management 0.08% Reduce -2.5% 1,898 $354K
EnRich Financial Partners LLC 0.10% Reduce -1.6% 1,892 $353K
Bangor Savings Bank 0.03% No change 1,891 $353K
Fortress Financial Group, LLC 0.27% Reduce -1.8% 1,885 $352K
Lazard Asset Management LLC 0.00% Reduce -4.3% 2,337 $349K
Seelaus Asset Management LLC 0.28% Reduce -1.6% 1,872 $349K
Mosaic Financial Group, LLC 0.25% No change 1,871 $349K
Parcion Private Wealth LLC 0.02% New 1,864 $348K
Tactive Advisors, LLC 0.10% Add +18.3% 1,864 $348K
Level Wealth Management LLC 0.18% Reduce -49.0% 1,863 $347K
Motco 0.03% Reduce -1.3% 1,862 $347K
EMC Capital Management 0.16% Add +830.0% 1,860 $347K
Arkos Global Advisors 0.04% Add +1.6% 1,861 $347K
Proficio Capital Partners LLC 0.02% Reduce -24.2% 1,860 $347K
Wharton Business Group, LLC 0.02% No change 1,858 $346K
Rebalance, LLC 0.02% New 1,843 $344K
City Center Advisors, LLC 0.33% New 1,840 $343K
GDS Wealth Management 0.02% Reduce -0.1% 1,839 $343K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $342K
First Hawaiian Bank 0.04% No change 1,835 $342K
Altfest L J & Co. Inc. 0.04% Add +0.1% 1,833 $342K
Rowlandmiller & Partners.adv 0.07% No change 1,833 $342K
SK Wealth Management, LLC 0.13% Add +0.5% 1,833 $341K
BFI Infinity Ltd. 0.23% Reduce -16.5% 1,817 $339K
Cascade Investment Group, Inc. 0.22% Add +0.6% 1,816 $339K
Aerodigm Wealth, LLC 0.14% Add +1.1% 1,804 $337K
Towneley Capital Management, Inc / DE 0.07% Reduce -15.8% 1,807 $337K
Appleton Partners Inc. 0.02% Reduce -6.0% 1,805 $337K
Motive Wealth Advisors 0.15% No change 1,806 $337K
Cedar Point Capital Partners, LLC 0.22% Add +1.1% 1,805 $337K
Virtue Asset Management LLC 0.28% — 1,803 $336K
Accretive Wealth Partners, LLC 0.10% No change 1,803 $336K
Optivise Advisory Services LLC 0.20% Add +27.9% 1,799 $335K
Ameriflex Group, Inc. 0.13% Reduce -79.5% 1,794 $335K
ABLE Financial Group, LLC 0.07% No change 1,785 $333K
White Wing Wealth Management 0.21% Add +0.7% 1,780 $333K
Cadence Bank 0.02% Add +6.9% 1,779 $332K
Harfst & Associates, Inc. 0.06% No change 1,770 $330K
Sage Investment Counsel LLC 0.36% Add +21.3% 1,765 $329K
New Perspectives, Inc 0.15% No change 1,761 $328K
Ceera Investments, LLC 0.10% No change 1,760 $328K
Denver PWM, LLC 0.10% Add +2.1% 1,855 $328K
Romano Brothers and Company 0.04% Add +6.1% 1,749 $326K
Guidance Capital, Inc. 0.09% Reduce -4.9% 1,732 $326K
Capital Advisory Group Advisory Services, LLC 0.10% New 1,746 $326K
Beirne Wealth Consulting Services, LLC 0.08% No change 1,737 $326K
Cooper Financial Group 0.04% Add +24.3% 1,744 $325K
BetterWealth, LLC 0.08% Reduce -27.9% 1,728 $322K
Wagner Wealth Management, LLC 0.07% No change 1,723 $321K
Family Capital Management, Inc. 0.15% Add +27.3% 1,719 $321K
Tompkins Financial Corp. 0.03% Add +5.3% 1,713 $319K
Eagle Harbor Asset Management Inc. 0.28% New 1,711 $319K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,690 $317K
JNBA Financial Advisors 0.03% Reduce -2.0% 1,698 $317K
Centurion Wealth Management LLC 0.07% Add +0.1% 1,696 $316K
Peddock Capital Advisors, LLC 0.07% No change 1,695 $316K
NFSG Corp 0.05% Reduce -3.7% 1,691 $315K
Baldwin Wealth Partners LLC 0.02% No change 1,690 $315K
J. Goldman & Co LP 0.01% New 1,688 $315K
Ignite Planners, LLC 0.05% Reduce -0.4% 1,686 $314K
Proactive Wealth Strategies LLC 0.13% Add +7.1% 1,680 $313K
Hanson & Doremus Investment Management 0.04% No change 1,677 $313K
Legacy Financial Strategies, LLC 0.06% Add +0.3% 1,677 $313K
Cape Investment Advisory, Inc. 0.31% Reduce -17.2% 1,676 $313K
Gradient Investments LLC 0.01% New 1,672 $312K
Drake & Associates, LLC 0.07% Reduce -0.9% 1,682 $311K
Prasad Wealth Partners, LLC 0.09% Add +0.9% 1,659 $309K
KWB Wealth 0.03% No change 1,749 $309K
Anderson Hoagland & Co. 0.03% Reduce -1.0% 1,657 $309K
PYA Waltman Capital, LLC 0.08% New 1,656 $309K
Define Financial, LLC 0.18% Add +0.6% 1,651 $308K
Brooklyn FI, LLC 0.07% Reduce -3.2% 1,648 $307K
Wrenne Financial Planning LLC 0.13% No change 1,643 $306K
Vestia Personal Wealth Advisors 0.16% Add +1.4% 1,640 $306K
Axim Planning & Wealth 0.24% Reduce -3.7% 1,638 $305K
Foronjy Financial LLC 0.13% Reduce -1.0% 1,634 $305K
Plan A Wealth LLC 0.15% Reduce -2.2% 1,633 $305K
RVW Wealth, LLC 0.02% Reduce -5.0% 1,626 $303K
Arlington Trust Co LLC 0.05% No change 1,625 $303K
BAM Wealth Management, LLC 0.23% — 1,623 $303K
WealthPLAN Partners, LLC 0.05% Add +1.6% 1,617 $302K
Crown Wealth Group, LLC 0.09% Reduce -0.9% 1,614 $301K
PTM Wealth Management, LLC 0.18% Add +0.3% 1,604 $301K
BigSur Wealth Management LLC 0.07% No change 1,600 $300K
Capital Advantage, Inc. 0.05% Reduce -12.8% 1,607 $300K
Gen-Wealth Partners Inc 0.10% Add +19.2% 1,606 $300K
S. R. Schill & Associates 0.21% No change 1,600 $298K
Rialto Wealth Management, LLC 0.08% Reduce -1.7% 1,599 $298K
Carnegie Lake Advisors LLC 0.11% No change 1,593 $297K
Wealth Advisors of Iowa, LLC 0.10% No change 1,590 $297K
Pullen Investment Management, LLC 0.16% No change 1,583 $295K
Eagle Rock Investment Company, LLC 0.04% No change 1,583 $295K
Equita Financial Network, Inc. 0.10% New 1,581 $295K
MPS Loria Financial Planners, LLC 0.08% Add +0.6% 1,573 $294K
IFG Advisors, LLC 0.05% Add +13.6% 1,574 $294K
Atala Financial Inc 0.18% Reduce -18.7% 1,573 $293K
Sterling Investment Counsel, LLC 0.09% New 1,571 $293K
L.M. Kohn & Company 0.35% Reduce -39.0% 1,570 $293K
Highline Wealth Partners LLC 0.08% No change 1,566 $292K
Atlas Wealth LLC 0.12% Reduce -25.9% 1,566 $292K
Semus Wealth Partners LLC 0.17% Reduce -2.8% 1,565 $292K
SPC Financial, Inc. 0.02% Reduce -0.1% 1,564 $292K
Stock Yards Bank & Trust Co. 0.01% Add +0.1% 1,559 $291K
NDVR, Inc. 0.24% New 1,557 $290K
Traction Financial Partners, LLC 0.18% No change 1,549 $289K
Peoples Bank 0.18% Reduce -0.6% 1,548 $289K
Unified Investment Management 0.29% No change 1,546 $288K
Sunpointe, LLC 0.10% No change 1,533 $287K
Annex Advisory Services, LLC 0.01% Add +3.1% 1,538 $287K
Stockman Wealth Management, Inc. 0.04% New 1,533 $286K
Compass Financial Group, Inc. 0.13% New 1,529 $285K
FourThought Financial Partners, LLC 0.02% Reduce -7.2% 1,521 $284K
RHS Financial, LLC 0.15% Reduce -12.4% 1,521 $284K
Rockland Trust Co. 0.01% New 1,519 $283K
Private Advisory Group LLC 0.02% No change 1,517 $283K
Quadrant Private Wealth Management, LLC 0.05% Reduce -31.3% 1,503 $282K
Willow Creek Wealth Management Inc. 0.02% New 1,509 $281K
Stegner Investment Associates Inc. 0.15% No change 1,507 $281K
Gimbal Financial 0.17% No change 1,500 $280K
Hemenway Trust Co LLC 0.02% No change 1,500 $280K
Lynx Investment Advisory 0.17% Add +0.1% 1,500 $280K
OMNI 360 Wealth, Inc. 0.16% No change 1,498 $279K
Welch Group, LLC 0.01% Reduce -1.8% 1,498 $279K
Tiller Private Wealth, Inc. 0.10% No change 1,497 $279K
Security National Bank 0.04% Add +73.1% 1,497 $279K
Beverly Hills Private Wealth, LLC 0.05% No change 1,488 $278K
Claro Advisors Inc. 0.04% Reduce -19.5% 1,487 $277K
Stuart Chaussee & Associates, Inc. 0.06% Reduce -2.6% 1,486 $277K
Stonebridge Capital Advisors LLC 0.02% Add +11.7% 1,479 $276K
First Interstate Bank 0.02% Reduce -19.7% 1,474 $275K
Cascade Investment Advisors, Inc. 0.17% New 1,473 $275K
TD Asset Management Inc 0.00% No change 1,466 $273K
Acorn Financial Advisory Services Inc. 0.04% No change 1,463 $273K
Farnam Financial LLC 0.21% Reduce -12.1% 1,460 $272K
Apriem Advisors 0.03% No change 1,458 $272K
L & S Advisors Inc 0.03% No change 1,450 $270K
Private Wealth Management Group, LLC 0.07% Reduce -2.4% 1,449 $270K
KW Wealth Management LLC 0.46% — 1,448 $270K
Lantz Financial LLC 0.06% No change 1,448 $270K
Eastern Bank 0.00% Reduce -0.4% 1,448 $270K
Perissos Private Wealth Management, LLC 0.20% Reduce -5.0% 1,447 $270K
Pursue Wealth Partners LLC 0.15% No change 1,446 $270K
Benchmark Financial Wealth Advisors, LLC 0.08% Add +8.6% 1,443 $269K
Colton Groome Financial Advisors, LLC 0.08% Reduce -21.6% 1,443 $269K
Columbia Bank 0.08% No change 1,439 $269K
Novare Capital Management LLC 0.02% No change 1,440 $269K
Morton Capital Management LLC 0.04% No change 1,439 $268K
RAM Investment Partners, LLC 0.05% Add +0.3% 1,436 $268K
Navis Wealth Advisors, LLC 0.20% Add +0.3% 1,435 $268K
First Nebraska Trust Co 0.02% No change 1,434 $267K
Sonora Investment Management Group, LLC 0.02% Reduce -37.2% 1,433 $267K
Aviance Capital Partners, LLC 0.03% No change 1,421 $265K
Wealthstar Advisors, LLC 0.10% No change 1,420 $265K
Financial Futures Ltd Liability Co. 0.13% Add +6.2% 1,419 $265K
Community Financial Services Group, LLC 0.05% No change 1,417 $264K
Sage Capital Advisors,llc 0.06% Add +0.4% 1,415 $264K
Heritage Wealth Management, Inc. 0.08% Reduce -1.3% 1,415 $264K
Boyce & Associates Wealth Consulting, Inc. 0.21% Reduce -1.1% 1,407 $262K
SMI Advisory Services, LLC 0.05% No change 1,398 $262K
Slagle Financial, LLC 0.10% Add +0.3% 1,406 $262K
OneAscent Wealth Management LLC 0.09% New 1,405 $262K
Indie Asset Partners, LLC 0.35% New 1,404 $262K
Smith Salley Wealth Management 0.01% Add +1.5% 1,395 $260K
Bayesian Capital Management, LP 0.05% Reduce -29.9% 1,390 $259K
Evolution Wealth Management Inc. 0.27% Add +0.1% 1,388 $259K
Worth Asset Management, LLC 0.12% Reduce -2.9% 1,386 $258K
Channel Wealth LLC 0.07% Add +0.1% 1,386 $258K
Greenspring Advisors, LLC 0.05% — 1,386 $258K
JDM Financial Group LLC 0.11% Reduce -15.3% 1,385 $258K
Portside Wealth Group, LLC 0.04% No change 1,381 $258K
TD Waterhouse Canada Inc. 0.00% Reduce -9.4% 1,375 $257K
Stark Wealth Management LLC 1.18% No change 1,378 $257K
Duncker Streett & Co. Inc. 0.04% No change 1,370 $255K
Marco Investment Management LLC 0.02% No change 1,364 $254K
Stenger Family Office, LLC 0.05% Add +20.1% 1,346 $254K
Rossby Financial, LCC 0.08% Add +5.0% 1,357 $254K
Gilbert & Cook, Inc. 0.03% New 1,360 $254K
Creekmur Asset Management LLC 0.04% Reduce -35.4% 1,357 $253K
Excalibur Management Corp. 0.09% No change 1,352 $252K
Innovative Wealth Building LLC 0.20% Add +12.5% 1,345 $251K
WealthTrust Axiom LLC 0.07% Add +5.3% 1,342 $250K
Schulz Wealth, LTD. 0.17% Reduce -28.0% 1,341 $250K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -45.2% 1,340 $250K
Kure Advisory, LLC 0.15% No change 1,339 $250K
Pettyjohn, Wood & White, Inc. 0.04% Add +0.5% 1,339 $250K
Orion Capital Management LLC 0.09% No change 1,339 $250K
Prevail Innovative Wealth Advisors, LLC 0.05% No change 1,338 $250K
JSF Financial, LLC 0.06% Reduce -1.2% 1,336 $249K
Maltin Wealth Management, Inc. 0.10% Add +0.1% 1,330 $248K
LMCG Investments, LLC 0.01% Reduce -15.0% 1,328 $248K
YHB Investment Advisors, Inc. 0.02% No change 1,327 $247K
Park National Corp. 0.01% Reduce -6.2% 1,324 $247K
Allianz SE 0.01% No change 1,324 $247K
Revisor Wealth Management LLC 0.09% Reduce -19.0% 1,326 $247K
Peterson Wealth Services 0.06% Add +1672.3% 30,643 $246K
Smead Capital Management, Inc. 0.00% Reduce -13.9% 1,317 $246K
Henrickson Nauta Wealth Advisors, Inc. 0.08% No change 1,310 $246K
St. Clair Advisors, LLC 0.07% No change 1,316 $245K
Holderness Investments Co. 0.05% Reduce -3.3% 1,312 $245K
Secure Asset Management, LLC 0.04% Add +4.1% 1,309 $245K
Quantum Financial Planning Services, Inc. 0.10% Add +0.4% 1,312 $245K
Telos Capital Management, Inc. 0.02% Reduce -9.1% 1,308 $244K
Winch Advisory Services, LLC 0.05% Add +0.2% 1,305 $243K
Chicago Capital, LLC 0.01% No change 1,301 $243K
Rock Point Advisors, LLC 0.06% New 1,300 $242K
Argyle Capital Partners, LLC 0.17% New 1,299 $242K
Philadelphia Trust Co. 0.02% No change 1,297 $242K
Nemes Rush Group LLC 0.02% Add +0.6% 1,293 $241K
Formidable Asset Management, LLC 0.04% Add +13.1% 1,359 $240K
Northwest Financial Advisors 0.31% Add +0.1% 1,287 $240K
Flynn Zito Capital Management, LLC 0.09% Reduce -4.2% 1,287 $240K
Sonata Capital Group Inc. 0.09% No change 1,288 $240K
5T Wealth, LLC 0.10% New 1,286 $240K
Pandora Wealth, Inc. 0.14% No change 1,285 $240K
Red Lighthouse Investment Management, LLC 0.08% No change 1,284 $239K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,280 $239K
Satovsky Asset Management LLC 0.05% Reduce -4.2% 1,281 $239K
Smith Thornton Advisors LLC 0.12% No change 1,276 $238K
Dunhill Financial, LLC 0.08% Add +41.6% 1,274 $238K
Kassira Wealth Management LLC 0.23% — 1,270 $237K
Capital Investment Counsel, Inc 0.03% Reduce -3.8% 1,267 $236K
Redmond Asset Management, LLC 0.06% No change 1,262 $235K
Aspen Investment Management Inc 0.09% New 1,260 $235K
M.E. Allison & Co., Inc. 0.16% No change 1,260 $235K
Global Assets Advisory, LLC 0.07% Add +3.0% 1,260 $235K
Baker Avenue Asset Management, LP 0.01% New 1,259 $235K
Resolute Advisors LLC 0.06% Add +0.6% 1,250 $234K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.05% No change 1,254 $234K
MorganRosel Wealth Management, LLC 0.06% Add +7.3% 1,252 $233K
Brass Tax Wealth Management, Inc. 0.04% No change 1,247 $233K
KCM Investment Advisors LLC 0.01% New 1,241 $231K
Barton Investment Management 0.02% No change 1,235 $230K
Veracity Capital LLC 0.07% No change 1,235 $230K
Opes Wealth Management LLC 0.04% Reduce -4.1% 1,228 $229K
Journey Strategic Wealth LLC 0.01% Reduce -2.4% 1,228 $229K
Vident Advisory, LLC 0.00% Add +0.7% 1,226 $229K
Cultivar Capital, Inc. 0.15% Reduce -37.2% 1,220 $228K
Rodgers Brothers Inc. 0.03% No change 1,220 $228K
Providence Capital Advisors, LLC 0.04% No change 1,216 $227K
1834 Investment Advisors Co. 0.03% Reduce -4.9% 1,215 $227K
Hobbs Group Advisors, LLC 0.07% Add +1.7% 1,213 $226K
Opal Wealth Advisors, LLC 0.06% Add +11.4% 1,211 $226K
Laurel Wealth Planning LLC 0.12% No change 1,210 $226K
Carson Advisory Inc. 0.12% New 1,209 $225K
Shoker Investment Counsel, Inc. 0.07% No change 1,208 $225K
Philip James Wealth Mangement, LLC 0.03% Reduce -45.1% 1,206 $225K
Elevation Wealth Partners, LLC 0.08% Add +15.8% 1,204 $225K
Northside Capital Management, LLC 0.02% No change 1,200 $224K
JPL Wealth Management, LLC 0.05% Reduce -2.1% 1,199 $224K
MontVue Capital Management, Inc. 0.15% No change 1,194 $223K
Cypress Financial Planning LLC 0.07% Reduce -1.7% 1,194 $223K
Waterloo Capital, L.P. 0.02% New 1,193 $222K
Avid Wealth Partners LLC 0.11% No change 1,186 $222K
Hancock Whitney Corp. 0.00% Reduce -74.0% 1,192 $222K
Crux Wealth Advisors 0.09% Reduce -0.9% 1,189 $222K
BancFirst Trust & Investment Management 0.08% No change 1,194 $222K
Signature Resources Capital Management, LLC 0.12% No change 1,189 $222K
TCTC Holdings, LLC 0.01% No change 1,187 $221K
Granite FO LLC 0.12% No change 1,187 $221K
Cambria Investment Management, L.P. 0.01% New 1,186 $221K
Clarity Wealth Advisors, LLC 0.05% Reduce -14.7% 1,182 $220K
Fragasso Financial Advisors Inc 0.01% New 1,175 $220K
FreeGulliver LLC 0.10% New 1,182 $220K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +0.3% 1,179 $220K
NRI Wealth Management LC 0.12% No change 1,176 $219K
ShankerValleau Wealth Advisors, Inc. 0.06% No change 1,168 $218K
Nestegg Advisors, Inc. 0.19% Reduce -9.3% 1,167 $218K
Curio Wealth, LLC 0.09% Reduce -3.3% 1,167 $218K
Patrick M Sweeney & Associates, Inc. 0.14% Add +3.5% 1,166 $217K
Millstone Evans Group, LLC 0.14% No change 1,164 $217K
Richard P Slaughter Associates Inc 0.05% Reduce -36.7% 1,164 $217K
Clear Point Advisors Inc. 0.17% New 1,164 $217K
RBA Wealth Management, LLC 0.07% New 1,161 $217K
Westbourne Investments, Inc. 0.10% Reduce -1.3% 1,165 $216K
Foresight Capital Management Advisors, Inc. 0.12% No change 1,160 $216K
Arcadia Wealth Management, Inc. 0.13% No change 1,158 $216K
Valley Financial Group, Inc. 0.12% Reduce -5.6% 1,157 $216K
B & T Capital Management DBA Alpha Capital Management 0.03% New 1,152 $215K
Cahaba Wealth Management, Inc. 0.02% New 1,151 $215K
Crewe Advisors LLC 0.02% Reduce -70.6% 1,150 $214K
Solitude Financial Services 0.07% No change 1,147 $214K
WJ Financial Advisors LLC 0.21% — 1,145 $214K
Pinnacle Wealth Management Group, Inc. 0.11% No change 1,145 $214K
Tumwater Wealth Management, LLC 0.09% No change 1,145 $214K
Blankinship & Foster, LLC 0.05% No change 1,141 $213K
Oxler Private Wealth LLC 0.06% New 1,141 $213K
Bellecapital International Ltd. 0.03% No change 1,137 $212K
Resonant Capital Advisors, LLC 0.01% No change 1,128 $211K
Avalon Trust Co 0.01% Add +44.8% 1,132 $211K
Permanent Capital Management, LP 0.04% — 1,125 $211K
Pacifica Partners Inc. 0.08% Reduce -6.2% 1,128 $211K
Trust Point Inc. 0.02% Reduce -45.4% 1,130 $211K
Trademark Financial Management, LLC 0.12% New 1,130 $211K
Forum Private Client Group LLC 0.07% Reduce -10.0% 1,129 $211K
Aviso Wealth Management 0.09% New 1,128 $210K
Horst & Graben Wealth Management LLC 0.03% New 1,127 $210K
First Bank & Trust 0.04% New 1,126 $210K
Flaharty Asset Management, LLC 0.03% New 1,125 $210K
Levin Capital Strategies, L.P. 0.02% New 1,125 $210K
Jacobson & Schmitt Advisors, LLC 0.04% New 1,124 $210K
Westside Investment Management, Inc. 0.03% No change 1,122 $209K
Entrewealth, LLC 0.11% New 1,120 $209K
TruWealth Advisors, LLC 0.01% New 1,116 $208K
TCV Trust & Wealth Management, Inc. 0.02% New 1,114 $208K
Stonebrook Private Inc. 0.04% New 1,113 $208K
Prosperity Wealth Management, Inc. 0.07% New 1,111 $207K
CAP Partners, LLC 0.12% New 1,106 $206K
Poinciana Advisors Group, LLC 0.17% New 1,105 $206K
Chartist Inc. 0.14% — 1,103 $206K
First Western Trust Bank 0.01% New 1,102 $206K
Mfa Wealth Advisors, LLC 0.04% New 1,100 $205K
QTR Family Wealth, LLC 0.10% Reduce -11.4% 1,100 $205K
Great Lakes Retirement, Inc. 0.02% New 1,098 $205K
Golden Bell Financial Planning LLC 0.18% New 1,096 $204K
Five Oceans Advisors 0.08% Reduce -12.8% 1,094 $204K
Sicart Associates LLC 0.06% New 1,093 $204K
Hardin Capital Partners, LLC 0.11% New 1,093 $204K
Mills Wealth Advisors LLC 0.08% New 1,092 $204K
Oak Asset Management, LLC 0.07% New 1,090 $203K
John G Ullman & Associates Inc. 0.03% New 1,090 $203K
MADDEN SECURITIES Corp 0.06% New 1,089 $203K
Stonebridge Financial Group, LLC 0.02% New 1,087 $203K
Tribridge Partners Financial LLC 0.09% New 1,086 $203K
LVW Advisors, LLC 0.02% New 1,086 $203K
Heritage Oak Wealth Advisors LLC 0.07% Reduce -4.6% 1,083 $202K
Wynn Capital, LLC 0.10% New 1,082 $202K
Ewa, LLC 0.06% New 1,078 $201K
Novus Advisors, LLC 0.46% Reduce -22.1% 1,076 $201K
Emprise Bank 0.09% New 1,073 $200K
Meridian Investment Counsel Inc. 0.05% New 1,073 $200K
First Command Advisory Services, Inc. 0.00% Add +49.0% 1,068 $199K
Hara Capital LLC 0.12% No change 1,065 $199K
Longview Financial Advisors LLC 0.11% New 1,064 $198K
Biltmore Family Office, LLC 0.03% No change 1,057 $198K
Ballast Advisors LLC 0.05% Add +3.4% 1,025 $191K
Ceeto Capital Group, LLC 0.06% New 1,019 $191K
Promus Capital, LLC 0.12% No change 1,014 $189K
BankPlus Trust Department 0.05% No change 1,008 $188K
Winnacle Wealth LLC 0.15% New 995 $186K
Clearstead Trust, LLC 0.03% Reduce -36.5% 985 $184K
Powell Investment Advisors, LLC 0.06% No change 973 $182K
HM Payson & Co. 0.00% Add +3.2% 966 $180K
Bfsg, LLC 0.02% No change 950 $177K
Marshall & Sterling Wealth Advisors Inc. 0.11% Add +0.1% 929 $173K
Hoey Investments, Inc. 0.02% Reduce -2.2% 923 $172K
Measured Wealth Private Client Group, LLC 0.05% New 923 $172K
MeadowBrook Investment Advisors LLC 0.15% No change 921 $172K
Quent Capital, LLC 0.01% New 918 $171K
Financial Freedom, LLC 0.08% Reduce -20.5% 875 $163K
Compass Financial Services Inc 0.07% Add +5.3% 872 $163K
Perritt Capital Management Inc 0.08% Add +0.6% 868 $162K
Financial Network Wealth Advisors LLC 0.17% Reduce -7.8% 827 $154K
Retirement Wealth Solutions LLC 0.10% Add +0.1% 823 $154K
Lynch Asset Management, Inc. 0.05% No change 818 $153K
Community Bank, N.A. 0.02% No change 800 $149K
Lowe Wealth Advisors, LLC 0.05% Add +0.9% 796 $148K
Valued Wealth Advisors LLC 0.07% No change 785 $147K
Coston, McIsaac & Partners 0.03% Add +0.5% 783 $146K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -1.1% 776 $145K
EPG Wealth Management LLC 0.04% Reduce -13.2% 763 $142K
Harris Associates (Oakmark Funds) 0.00% Reduce -74.9% 748 $139K
City Holding Co. 0.02% Reduce -6.9% 747 $139K
Wolff Wiese Magana LLC 0.08% Add +19.9% 734 $137K
Hazlett, Burt & Watson, Inc. 0.05% Add +5.8% 726 $136K
Morris Financial Concepts, Inc. 0.05% No change 726 $135K
Capitol Family Office, Inc. 0.16% No change 715 $133K
Provident Wealth Management, LLC 0.04% Add +11.7% 714 $133K
Koesten, Hirschmann & Crabtree, INC. 0.06% Reduce -10.7% 713 $133K
Corsicana & Co. 0.07% — 708 $132K
Roble, Belko & Company, Inc 0.02% Add +370.7% 706 $132K
Aberdeen Wealth Management LLC 0.08% No change 700 $131K
Wealth Watch Advisors, INC 0.05% New 694 $129K
Park Place Capital Corp 0.03% Add +0.5% 670 $125K
Sherman Asset Management, Inc. 0.11% Reduce -4.7% 669 $125K
Arcadia Investment Advisors LLC 0.06% Reduce -8.4% 658 $123K
Mark Sheptoff Financial Planning, LLC 0.06% No change 656 $122K
Creative Capital Management Investments LLC 0.04% New 652 $122K
Bernard Wealth Management Corp. 0.05% No change 642 $120K
Kimelman & Baird, LLC 0.01% No change 641 $120K
Main Street Group, LTD 0.04% Reduce -24.2% 635 $118K
Ulland Investment Advisors, LLC 0.09% No change 635 $118K
Dagco, Inc. 0.03% Add +0.6% 628 $117K
LGT Financial Advisors LLC 0.25% Reduce -0.2% 627 $117K
Adirondack Trust Co. 0.04% No change 627 $117K
Sachetta, LLC 0.04% No change 623 $116K
Kings Path Partners LLC 0.04% Add +0.5% 622 $116K
Sellwood Investment Partners LLC 0.05% No change 616 $115K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 607 $113K
Accent Capital Management, LLC 0.05% No change 600 $112K
Pin Oak Investment Advisors Inc. 0.08% Add +38.3% 585 $110K
POM Investment Strategies, LLC 0.06% Add +5227.3% 586 $109K
Tucker Asset Management LLC 0.03% Reduce -44.8% 576 $107K
Clean Yield Group 0.03% No change 575 $107K
DHJJ Financial Advisors, Ltd. 0.04% Add +52.9% 558 $104K
Thompson Investment Management, Inc. 0.01% No change 550 $103K
Evensky & Katz LLC 0.01% Add +0.4% 546 $102K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -8.1% 543 $101K
Legacy Bridge, LLC 0.04% Add +758.7% 541 $101K
Marquette Asset Management, LLC 0.02% No change 534 $100K
Hughes Financial Services, LLC 0.02% Reduce -0.8% 530 $99K
Redwood Park Advisors LLC 0.07% No change 525 $98K
Noble Wealth Management PBC 0.05% — 525 $98K
Integrity Financial Corp 0.05% No change 522 $98K
Richards, Merrill & Peterson, Inc. 0.04% Add +15.2% 524 $98K
Barnes Dennig Private Wealth Management LLC 0.10% Reduce -0.6% 523 $98K
Paladin Advisory Group, LLC 0.08% No change 523 $98K
Canton Hathaway, LLC 0.02% No change 515 $96K
one8zero8, LLC 0.02% No change 504 $94K
Future Financial Wealth Managment LLC 0.06% No change 494 $92K
Crowley Wealth Management, Inc. 0.07% Add +5.3% 481 $90K
Addison Advisors LLC 0.02% Reduce -19.2% 481 $90K
Davis Capital Management 0.06% — 478 $89K
Silicon Valley Capital Partners 0.01% New 450 $84K
Legacy Wealth Managment, LLC 0.04% Reduce -34.1% 447 $83K
Physician Wealth Advisors, Inc. 0.01% Reduce -64.7% 446 $83K
Morton Brown Family Wealth, LLC 0.02% Add +67.2% 443 $83K
Sittner & Nelson, LLC 0.03% No change 441 $82K
Vermillion & White Wealth Management Group, LLC 0.05% Add +3.3% 438 $82K
Grand Wealth Management, LLC 0.04% No change 434 $81K
Peachtree Investment Partners, LLC 0.03% Add +0.5% 428 $80K
Hoese & Co LLP 0.06% No change 428 $80K
Resources Management Corp. /CT/ 0.01% No change 416 $78K
Steigerwald, Gordon & Koch Inc. 0.01% New 414 $77K
Barclays PLC 0.00% No change 412 $77K
Missouri Trust & Investment Co 0.02% No change 386 $72K
Avion Wealth 0.01% Add +0.3% 379 $70K
Costello Asset Management, INC 0.02% Add +0.5% 375 $70K
Burkett Financial Services, LLC 0.02% No change 371 $69K
3Chopt Investment Partners, LLC 0.02% No change 369 $69K
Pacific Center for Financial Services 0.02% No change 343 $64K
Financial Consulate, Inc. 0.01% New 343 $64K
Kozak & Associates, Inc. 0.01% Add +18.0% 335 $62K
Optimum Investment Advisors 0.02% No change 325 $61K
Clear Investment Research, LLC 0.08% New 320 $60K
Evelyn Partners Asset Management Ltd 0.01% New 320 $60K
Running Point Capital Advisors, LLC 0.02% Add +0.3% 319 $59K
North Capital, Inc. 0.05% Add +0.3% 317 $59K
Atlantic Private Wealth, LLC 0.04% Reduce -24.9% 317 $59K
Turning Point Benefit Group, Inc. 0.03% New 305 $57K
Founders Capital Management 0.03% No change 300 $56K
Monetary Management Group Inc. 0.01% Add +127.3% 300 $56K
Ramirez Asset Management, Inc. 0.01% New 300 $56K
Atwood & Palmer Inc. 0.00% Add +30.4% 296 $55K
Elevate Wealth Advisory, Inc. 0.04% No change 294 $55K
True Wealth Design, LLC 0.02% No change 290 $54K
Concord Wealth Partners 0.01% Reduce -28.6% 289 $54K
Bear Mountain Capital, Inc. 0.02% No change 283 $53K
WealthCollab, LLC 0.02% No change 273 $51K
American Capital Advisory, LLC 0.02% Add +344.3% 271 $51K
Cordant, Inc. 0.02% Add +3.4% 271 $51K
Hollencrest Capital Management 0.00% Add +0.4% 269 $50K
Tidemark, LLC 0.01% No change 268 $50K
Comprehensive Financial Planning, Inc. 0.03% Add +0.4% 260 $48K
GW&K Investment Management, LLC 0.00% No change 259 $48K
Bellevue Asset Management, LLC 0.02% Add +13.9% 254 $47K
Tradewinds Capital Management, LLC 0.01% Reduce -8.6% 254 $47K
Rice Partnership, LLC 0.01% No change 249 $46K
Pineridge Advisors LLC 0.01% Add +0.8% 245 $46K
Country Trust Bank 0.00% Reduce -51.8% 244 $46K
Family Legacy Financial Solutions, LLC 0.03% New 217 $40K
Morling Financial Advisors, LLC 0.01% Add +21500.0% 216 $40K
Aspect Partners, LLC 0.02% No change 207 $39K
MPWM Advisory Solutions, LLC 0.02% No change 205 $38K
Cardinal Strategic Wealth Guidance 0.01% No change 203 $38K
United Community Bank 0.01% Add +166.7% 200 $37K
Blodgett Wealth Advisors, LLC 0.03% Add +0.1% 10,158 $37K
Cedar Wealth Management, LLC 0.01% Add +0.5% 198 $37K
Sawyer & Company, Inc 0.01% No change 204 $36K
Palisade Asset Management, LLC 0.00% New 191 $36K
Northwest Capital Management Inc 0.04% No change 190 $35K
American Wealth Advisors, LLC 0.03% — 187 $35K
Citizens National Bank Trust Department 0.01% No change 187 $35K
Whipplewood Advisors, LLC 0.02% Reduce -97.1% 185 $35K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $33K
Byrne Asset Management LLC 0.02% No change 175 $33K
Kiker Wealth Management, LLC 0.02% Add +8.8% 174 $32K
Proathlete Wealth Management LLC 0.01% Reduce -57.0% 171 $32K
Y.D. More Investments Ltd 0.00% Reduce -25.2% 166 $31K
Towne Trust Company, N.A 0.01% No change 161 $30K
Piscataqua Savings Bank 0.02% No change 160 $30K
Your Advocates Ltd., LLP 0.01% No change 155 $29K
Rosenberg Matthew Hamilton 0.01% Reduce -14.9% 154 $29K
Pflug Koory, LLC 0.01% Add +9.2% 154 $29K
AllSquare Wealth Management LLC 0.01% No change 151 $28K
Chesapeake Asset Management LLC 0.02% Add +3625.0% 149 $28K
Activest Wealth Management 0.01% Add +1.4% 142 $26K
Pittenger & Anderson Inc. 0.00% Add +4.4% 141 $26K
Provenance Wealth Advisors, LLC 0.00% New 137 $26K
Arvest Investments, Inc. 0.00% Reduce -2.2% 132 $25K
Investors Research Corp 0.00% Reduce -37.0% 128 $24K
Aventura Private Wealth, LLC 0.01% No change 122 $23K
Albion Financial Group 0.00% Add +1.7% 117 $22K
Van Den Berg Management I, Inc. 0.01% Reduce -8.9% 113 $21K
Lowe Brockenbrough & Co. Inc. 0.00% No change 112 $21K
Mascoma Wealth Management LLC 0.00% Add +0.9% 108 $20K
Riverview Trust Co 0.02% No change 105 $20K
Broadwater Capital Management LLC 0.01% Reduce -99.4% 100 $19K
Viewpoint Capital Management LLC 0.01% No change 100 $19K
Centennial Bank 0.01% No change 100 $19K
Field & Main Bank 0.01% No change 98 $18K
DecisionPoint Financial, LLC 0.00% Add +169.4% 97 $18K
Arjuna Capital 0.00% Reduce -1.0% 97 $18K
Eukles Asset Management 0.01% No change 96 $18K
Rakuten Securities, Inc. 0.01% Add +28.2% 91 $17K
ROSS\JOHNSON & Associates LLC 0.30% No change 84 $16K
GGM Financial LLC 0.01% New 82 $15K
Alerus Financial NA 0.00% Add +43.9% 82 $15K
Tower View Wealth Management LLC 0.01% No change 81 $15K
Vision Financial Markets LLC 0.01% No change 81 $15K
PFC Capital Group, Inc. 0.01% Reduce -28.6% 80 $14K
Pathway Financial Advisers, LLC 0.00% New 73 $13K
Transce3nd, LLC 0.12% Reduce -98.3% 75 $13K
Carolina Wealth Advisors, LLC 0.01% Add +590.0% 69 $13K
SYM FINANCIAL Corp 0.00% No change 67 $12K
Team Financial Group, LLC 0.01% No change 64 $12K
PFS Partners, LLC 0.01% No change 60 $11K
Groupe la Francaise 0.00% New 68 $11K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -59.1% 56 $10K
Aviso Financial Inc. 0.00% No change 52 $10K
Accredited Wealth Management, LLC 0.01% Add +51814.0% 25,957 $9K
MJT & Associates Financial Advisory Group, Inc. 0.01% Add +2.1% 48 $9K
United Financial Planning Group LLC 0.01% — 49 $9K
Navigoe, LLC 0.01% No change 45 $8K
Rossmore Private Capital 0.00% New 40 $7K
HFM Investment Advisors, LLC 0.00% Reduce -2.4% 40 $7K
Central Pacific Bank - Trust Division 0.00% No change 38 $7K
First Financial Corp. 0.00% No change 36 $7K
Greykasell Wealth Strategies, Inc. 0.00% New 33 $6K
Anfield Capital Management, LLC 0.00% No change 30 $6K
YANKCOM Partnership 0.00% New 26 $5K
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 $4K
Wallace Hart LLC 0.00% No change 15 $3K
Clarity Asset Management, Inc. 0.00% Add +7.1% 15 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $2K
Blume Capital Management, Inc. 0.00% New 8 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -99.9% 8 $1K
Delos Wealth Advisors, LLC 0.00% Reduce -92.4% 5 $933
Frazier Financial Advisors, LLC 0.00% No change 5 $933
Quaker Wealth Management, LLC 0.00% No change 5 $933
Cornerstone Planning Group LLC 0.00% Reduce -56.3% 21 $612
Cheviot Value Management, LLC 0.00% Reduce -40.0% 3 $562
Delta Asset Management LLC 0.00% No change 2 $373
Strengthening Families & Communities, LLC 0.00% New 1 $338
HighMark Wealth Management LLC 0.00% New 1 $213
Natixis 0.00% No change 1 $185

"% 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.