Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q1 2026 (March 31)
2,719holders +44
142new positions
90sold out
8famous investors
$195.48avg. 13F price*

At the end of Q1 2026, 2,719 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 44 from Q4 2025. 142 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($25.8B), Jones Financial Companies LLLP ($9.9B) and Morgan Stanley ($6.6B). 8 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions142$273.2M
Exits90$103.3M

All 13F filers, Q4 2025 → Q1 2026: 24,323,677 shares bought and 36,721,519 shares sold, net −12,397,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,719 holders

Bank of America Corp. 1.89% Reduce -3.3% 131,676,968 $25.8B
Jones Financial Companies LLLP 4.77% Reduce -7.2% 51,321,269 $9.9B
Morgan Stanley 0.40% Add +1.4% 33,645,562 $6.6B
Envestnet Asset Management Inc. 1.19% Add +11.4% 22,591,492 $4.4B
UBS Group AG 0.47% Add +6.8% 13,503,195 $2.6B
Ameriprise Financial Inc. 0.52% Add +2.0% 11,405,110 $2.2B
LPL Financial LLC 0.58% Add +4.1% 11,180,221 $2.2B
Raymond James Financial Inc. 0.53% Reduce -0.3% 8,736,451 $1.7B
Wells Fargo & Company 0.33% Add +3.0% 8,492,812 $1.7B
EP Wealth Advisors, LLC 8.12% Add +6.3% 8,418,734 $1.7B
Cetera Investment Advisers 1.62% Add +4.0% 7,740,408 $1.5B
Tiaa-Cref Individual & Institutional Services, LLC 5.03% — 6,668,184 $1.3B
Captrust Financial Advisors 2.29% Add +4.3% 6,662,268 $1.3B
Royal Bank of Canada 0.22% Add +0.6% 5,815,364 $1.1B
D.A. Davidson & Co. 6.68% Add +0.8% 5,611,282 $1.1B
Mill Creek Capital Advisors, LLC 21.11% Add +0.3% 5,237,874 $1.0B
Mariner, LLC 1.16% Add +0.1% 5,060,711 $992.8M
Betterment LLC 1.81% Reduce -2.2% 4,864,568 $954.4M
FMR LLC 0.05% Add +0.5% 4,544,984 $891.7M
Northwestern Mutual Wealth Management Co. 0.55% Add +10.9% 4,540,035 $890.8M
Focus Partners Wealth 0.94% Reduce -0.7% 4,283,154 $840.4M
PNC Financial Services Group, Inc. 0.48% Add +0.1% 4,247,947 $833.4M
JPMorgan Chase & Co. 0.05% Add +5.3% 3,949,851 $762.4M
Sei Investments Co. 0.69% Add +1.9% 3,838,454 $753.1M
HighTower Advisors, LLC 0.73% Add +1.7% 3,521,088 $690.8M
Rwa Wealth Partners, LLC 7.37% Reduce -6.5% 3,430,591 $673.1M
Moneta Group Investment Advisors LLC 4.98% Add +2.9% 3,371,516 $661.5M
Bank of New York Mellon Corp 0.11% Reduce -12.1% 3,074,772 $603.3M
Goldman Sachs Group Inc. 0.07% Reduce -4.2% 2,862,779 $561.7M
Balentine LLC 22.49% Add +12803.4% 2,846,109 $558.4M
CBIZ Investment Advisory Services, LLC 19.38% Add +28.1% 2,701,704 $530.1M
Commonwealth Equity Services, LLC 0.72% Reduce -2.8% 2,636,976 $517.4M
Caisse de depot et placement du Quebec 0.81% Add +147.3% 2,586,209 $507.4M
Osaic Holdings, Inc. 0.74% Add +8.3% 2,563,530 $503.1M
Truist Financial Corp. 0.64% Reduce -7.8% 2,405,835 $472.0M
Mission Wealth Management, LP 9.87% Reduce -0.1% 2,403,123 $471.5M
Citigroup Inc. 0.29% Reduce -12.2% 2,329,100 $457.0M
Choreo, LLC 5.24% Add +2.8% 2,176,884 $427.1M
Provida Pension Fund Administrator 6.34% Add +1.1% 1,920,543 $376.8M
Coldstream Capital Management Inc. 4.36% Add +3.6% 1,792,680 $351.7M
Waldron Private Wealth LLC 13.70% Add +13.3% 1,791,053 $351.4M
Modera Wealth Management, LLC 4.16% Add +3.8% 1,768,345 $346.9M
Stifel Financial Corp. 0.31% Add +1.0% 1,691,366 $331.8M
Bell Bank 13.52% Add +1.4% 1,625,697 $319.0M
Cerity Partners LLC 0.45% Add +21.8% 1,623,206 $318.9M
Facet Wealth, Inc. 5.41% Add +3.7% 1,591,664 $312.3M
Baird Financial Group, Inc. 0.46% Add +1.7% 1,511,322 $296.5M
Rockefeller Capital Management L.P. 0.51% Add +8.0% 1,454,595 $285.4M
Wealth Enhancement Advisory Services, LLC 0.63% Reduce -16.6% 1,446,101 $284.5M
United Capital Financial Advisors, LLC 1.73% Reduce -1.2% 1,433,905 $281.4M
Assetmark, Inc. 0.56% Reduce -2.2% 1,407,931 $276.2M
Lincoln National Corp. 7.95% Reduce -6.4% 1,399,269 $274.5M
Retirement Investment Advisors, Inc. 21.15% No change 1,375,849 $262.8M
Beacon Pointe Advisors, LLC 1.37% Add +32.5% 1,316,904 $258.4M
Sanctuary Advisors, LLC 1.31% Reduce -1.6% 1,237,731 $242.8M
MML Investors Services, LLC 0.64% Reduce -15.4% 1,173,261 $230.2M
Blair William & Co. 0.66% Add +29.8% 1,165,912 $228.8M
Alliancebernstein L.P. 0.07% Add +6.9% 1,187,977 $226.9M
Mather Group, Llc. 2.26% Reduce -0.9% 1,155,842 $226.8M
NewEdge Advisors, LLC 0.81% Reduce -6.5% 1,141,620 $224.0M
Private Advisor Group, LLC 1.00% Add +1.4% 1,084,070 $212.7M
CIBC Bancorp USA Inc. 0.29% — 1,079,577 $211.8M
Garde Capital, Inc. 12.69% Reduce -1.0% 1,079,480 $211.8M
Brookstone Capital Management 2.40% Add +3.1% 1,069,631 $209.9M
BlackRock, Inc. 0.00% Reduce -45.0% 1,053,222 $206.6M
Cambridge Investment Research Advisors, Inc. 0.52% Add +8.7% 1,028,947 $201.9M
SCS Capital Management LLC 2.11% Reduce -2.7% 1,014,417 $199.0M
Merit Financial Group, LLC 1.46% Add +3.0% 997,691 $195.7M
Stephens Group Asset Management, LLC 12.32% Add +1.4% 985,079 $193.3M
Members Trust Co 6.37% Reduce -34.3% 976,626 $191.6M
Richard Bernstein Advisors LLC 5.52% Reduce -41.6% 969,895 $190.3M
Kestra Advisory Services, LLC 0.72% Add +3.7% 966,359 $189.6M
Corient Private Wealth LP 0.27% Reduce -15.0% 972,713 $189.6M
Vantagepoint Investment Advisers LLC 1.51% Reduce -18.6% 909,566 $178.5M
Creative Planning 0.12% Reduce -3.8% 902,783 $177.1M
Systematic Alpha Investments, LLC 6.17% No change 894,868 $175.6M
Thrive Wealth Management, LLC 25.22% Add +3.6% 861,724 $169.1M
Gotham Asset Management 0.52% Add +11.9% 858,103 $168.4M
Cwm, LLC 0.44% Reduce -0.7% 854,071 $167.6M
Everhart Financial Group, Inc. 14.25% Add +4.9% 852,879 $167.3M
RMG Wealth Management LLC 19.23% Add +3.2% 799,707 $166.5M
71 West Capital Partners 7.29% Add +4.9% 845,174 $165.8M
Unison Advisors LLC 11.90% Add +97.3% 799,450 $156.9M
Sequoia Financial Advisors, LLC 0.86% Add +5.4% 781,277 $153.3M
Vista Capital Partners, Inc. 15.06% Reduce -1.4% 763,114 $149.7M
Saudi Central Bank 3.14% No change 756,686 $148.5M
Clearstead Advisors, LLC 1.35% Add +8.1% 750,841 $147.3M
Strategies Wealth Advisors, LLC 14.63% Add +1.9% 742,120 $145.6M
Woodmont Investment Counsel LLC 8.93% Reduce -1.3% 738,418 $144.9M
Nepc LLC 2.75% No change 704,920 $138.3M
Brandywine Oak Private Wealth LLC 11.55% Reduce -0.5% 700,170 $137.4M
Focused Wealth Management, Inc 14.28% Add +2.3% 696,791 $136.7M
Prime Capital Investment Advisors, LLC 1.54% Reduce -2.9% 676,693 $132.8M
Simon Quick Advisors, LLC 5.94% Add +5.4% 662,211 $129.9M
Cary Street Partners Financial LLC 3.21% Add +1.8% 659,387 $129.4M
Equitable Holdings, Inc. 0.83% Reduce -12.0% 1,146,092 $128.3M
Mountain Capital Investment Advisors Inc. 18.83% Reduce -8.7% 623,769 $126.9M
VestGen Advisors, LLC 3.55% Add +478.0% 607,077 $126.6M
US Bancorp \de 0.15% Reduce -22.6% 644,088 $126.4M
Brickley Wealth Management 21.67% Add +0.4% 644,008 $126.4M
Partners Capital Investment Group, LLP 4.73% Add +5.1% 640,487 $125.7M
EverSource Wealth Advisors, LLC 3.83% Add +81.8% 638,267 $125.2M
Citizens Financial Group Inc. 1.73% Reduce -0.6% 633,314 $124.3M
Foster Group, Inc. 3.53% Reduce -1.2% 604,953 $118.7M
Permanens Capital L.P. 15.15% Add +6.8% 599,227 $117.6M
IFC Advisors LLC 16.45% Add +2.5% 585,861 $114.9M
Bleakley Financial Group, LLC 1.78% Add +2.1% 579,032 $113.6M
BOK Financial Private Wealth, Inc. 6.85% Add +0.1% 577,790 $113.4M
Invictus Private Wealth, LLC 6.99% Add +2.0% 575,730 $113.0M
RMR Wealth Builders 8.87% Add +3.2% 573,956 $112.6M
Bessemer Group Inc. 0.17% Add +10.5% 566,895 $111.2M
Farther Finance Advisors, LLC 1.04% Add +27.4% 558,234 $109.8M
Summit Financial, LLC 1.38% Add +14.8% 552,948 $108.5M
Accredited Investors Inc. 5.79% Add +9.5% 547,477 $107.4M
Financial Synergies Wealth Advisors, Inc. 10.16% Add +0.5% 542,399 $106.4M
Orion Porfolio Solutions, LLC 0.90% Reduce -10.8% 538,505 $105.7M
Pathway Financial Advisors LLC 13.01% Add +5.3% 533,771 $105.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.83% Reduce -8.9% 523,585 $102.7M
Euclidean Capital LLC 26.01% No change 520,000 $102.0M
Lido Advisors, LLC 0.40% Reduce -1.9% 519,060 $101.8M
Cornerstone Management, Inc. 16.19% Reduce -0.2% 517,970 $101.6M
Clark Asset Management, LLC 9.43% Add +11.8% 512,049 $100.5M
Nadler Financial Group, Inc. 9.67% Add +1.8% 511,287 $100.3M
CreativeOne Wealth, LLC 2.29% Add +0.9% 502,637 $98.6M
Bank of Hawaii 5.15% Reduce -0.4% 501,531 $98.4M
&partners 0.49% Add +7.1% 499,413 $98.3M
Efficient Advisors, LLC 6.88% Reduce -15.2% 494,023 $96.9M
Mercer Global Advisors Inc. 0.14% Add +4.0% 481,121 $94.4M
Envestnet Portfolio Solutions, Inc. 0.52% Reduce -27.4% 478,310 $93.8M
Trust Co of Tennessee 17.32% Reduce -1.5% 473,952 $93.0M
Creative Financial Designs Inc. 5.55% Add +90.7% 465,070 $91.2M
Natixis Advisors, LLC 0.13% Add +11.5% 463,860 $91.0M
Relyea Zuckerberg Hanson LLC 9.15% Add +0.6% 463,695 $91.0M
BIP Wealth, LLC 3.69% Reduce -5.8% 461,873 $90.6M
Fifth Third Bancorp 0.16% Add +73.5% 458,170 $89.9M
Savant Capital, LLC 0.43% Reduce -4.0% 452,560 $88.8M
Arax Advisory Partners 2.50% Reduce -7.4% 451,562 $88.6M
Parkway Wealth Management Group, LLC 11.09% Reduce -0.8% 431,968 $87.7M
Vanguard Advisers Inc. 0.33% — 430,459 $84.5M
Steward Partners Investment Advisory, LLC 0.43% Add +3.0% 428,813 $84.1M
Allworth Financial LP 0.34% Add +1.2% 425,081 $83.4M
Kestra Private Wealth Services, LLC 1.02% Add +5.0% 422,508 $82.9M
Stephens Inc. 1.03% Reduce -0.1% 418,100 $82.0M
Pasadena Private Wealth, LLC 11.22% Reduce -8.1% 410,702 $80.6M
Rodgers & Associates, LTD 8.16% Add +0.3% 408,303 $80.1M
M&T Bank Corp 0.26% Add +30.0% 400,499 $78.6M
Presilium Private Wealth, LLC 13.25% Add +0.9% 382,983 $75.1M
Atria Investments, Inc 0.84% Reduce -1.6% 381,531 $74.9M
UMB Bank, n.a. 1.04% Reduce -1.4% 380,500 $74.7M
Riversedge Advisors, LLC 11.91% Add +571.4% 375,036 $73.6M
Thrivent Financial for Lutherans 0.14% Reduce -16.3% 367,950 $72.2M
CSM Advisors, LLC 1.77% Add +0.0% 367,088 $72.0M
Evoke Wealth, LLC 1.32% Add +0.8% 364,990 $71.6M
Koshinski Asset Management, Inc. 4.39% Add +1.7% 358,937 $70.4M
Japan Science & Technology Agency 1.46% No change 357,328 $70.1M
Condor Capital Management 5.85% Add +0.3% 357,139 $70.1M
Sage Financial Group Inc. 4.51% Add +0.1% 353,628 $69.4M
Advisors Capital Management, LLC 0.82% Add +0.5% 353,271 $69.3M
Gleason Group, Inc. 6.86% Add +0.6% 352,714 $69.2M
Warwick Investment Management, Inc. 10.01% Add +14.1% 351,924 $69.0M
Grey Fox Wealth Advisors, LLC 13.31% Add +4.2% 351,488 $69.0M
Signaturefd, LLC 1.06% Reduce -1.1% 351,113 $68.9M
Janney Montgomery Scott LLC 0.17% Reduce -0.9% 345,293 $67.7M
Exencial Wealth Advisors, LLC 2.10% Reduce -1.3% 343,665 $67.4M
Concurrent Investment Advisors, LLC 0.74% Add +3.9% 343,483 $67.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.16% Reduce -0.7% 340,165 $66.7M
Buffalo Business & Estate Services Ltd. 9.63% Reduce -10.2% 338,073 $66.3M
OLIO Financial Planning 17.93% Add +1.2% 329,930 $64.7M
Equitable Trust Co. 2.99% Reduce -0.5% 329,649 $64.7M
Cresset Asset Management, LLC 0.28% Add +28.0% 327,253 $64.2M
Signature Estate & Investment Advisors LLC 1.30% Add +5.0% 326,948 $64.1M
Waverly Advisors, LLC 0.47% Add +7.1% 322,584 $63.3M
Trust Co 5.88% Add +0.5% 319,770 $62.7M
Blue Edge Capital, LLC 8.24% Add +3.6% 316,399 $62.1M
Oarsman Capital, Inc. 7.66% Add +13.7% 314,273 $61.7M
DAVENPORT & Co LLC 0.34% Add +5.1% 309,295 $60.7M
Partners in Financial Planning 10.00% Add +0.8% 307,188 $60.3M
Affinity Capital Advisors, LLC 8.43% Add +1.1% 306,490 $60.1M
Foster Victor Wealth Advisors, LLC 3.43% Add +1.4% 295,702 $60.0M
McIlrath & Eck, LLC 4.49% Add +3.5% 304,419 $59.7M
Hirtle & Co., LLC 2.29% Reduce -0.9% 299,946 $58.8M
Baltimore-Washington Financial Advisors, Inc. 2.55% Add +5.5% 299,357 $58.7M
Quest Investment Management LLC 6.81% Add +114.2% 297,204 $58.3M
Qube Research & Technologies Ltd 0.08% Add +1492.6% 296,414 $58.2M
MAI Capital Management 0.33% Add +5.4% 295,678 $58.0M
Wealthspire Advisors, LLC 0.45% Add +1.3% 292,875 $57.5M
Tiaa Trust, National Association 3.48% Reduce -95.9% 291,675 $57.2M
Trustmark Bank Trust Department 3.57% Reduce -17.7% 282,711 $55.5M
Bishop & Co Investment Management, LLC 18.89% Reduce -0.7% 280,613 $55.1M
Focus Financial Network, Inc. 1.95% Add +19.9% 277,178 $54.4M
Cahill Financial Advisors Inc. 5.80% Add +10.4% 273,007 $53.6M
MCF Advisors LLC 2.32% Add +1.9% 269,995 $53.0M
Old Mission Investment Co LLC 12.28% Add +4.0% 267,556 $52.5M
Baron Silver Stevens Financial Advisors, LLC 7.57% Add +0.0% 265,923 $52.2M
Lake Street Private Wealth, LLC 6.57% Add +3.8% 261,740 $51.3M
Chaney Capital Management, Inc. 18.08% Reduce -0.9% 261,330 $51.3M
Manufacturers Life Insurance Company, The 0.04% Reduce -5.7% 260,430 $51.1M
Midland Wealth Advisors, LLC 2.63% Reduce -27.4% 260,027 $51.0M
Crane Advisory, LLC 7.59% Reduce -5.2% 250,460 $50.7M
Strategic Investment Advisors / MI 3.49% Add +9.4% 257,162 $50.5M
AQR Capital Management 0.02% Add +38.8% 256,789 $50.4M
Mgo One Seven LLC 1.00% Add +0.5% 252,681 $49.6M
Oxford Financial Group, LTD. LLC 2.66% Reduce -5.7% 252,077 $49.5M
Angeles Wealth Management, LLC 2.65% Reduce -2.2% 248,466 $48.7M
NewEdge Wealth, LLC 0.58% Reduce -1.8% 248,233 $48.7M
Savvy Advisors, Inc. 1.30% Reduce -12.6% 246,874 $48.4M
Noble Family Wealth, LLC 10.00% Add +2.6% 246,791 $48.4M
Truefg, LLC 12.82% Add +0.5% 246,498 $48.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.69% Add +8.4% 240,791 $47.2M
Greenup Street Wealth Management LLC 6.59% Add +6.2% 238,755 $46.8M
Apella Capital, LLC 0.69% Add +11.6% 228,625 $46.7M
Wealth Analytics Partners, LLC 18.90% Add +0.2% 236,918 $46.5M
Hennion & Walsh Asset Management, Inc. 1.56% Add +2.9% 236,087 $46.3M
TL Private Wealth 18.15% Reduce -2.8% 228,514 $46.0M
Vestmark Advisory Solutions, Inc. 0.50% Add +421.7% 230,910 $45.3M
Financial Engines Advisors L.L.C. 0.09% Reduce -4.5% 226,853 $44.5M
Financial Advisory Corp 5.96% Add +0.3% 218,776 $42.9M
Golden Road Advisors LLC 24.70% Reduce -0.2% 218,561 $42.9M
Harel Insurance Investments & Financial Services Ltd. 0.29% Add +1186.9% 216,309 $42.4M
Mainsail Asset Management, LLC 18.99% Add +0.3% 215,626 $42.3M
FLC Capital Advisors 7.56% Add +4.7% 212,502 $41.7M
Avior Wealth Management, LLC 1.16% Add +3.1% 208,487 $40.9M
Mesirow Financial Investment Management, Inc. 0.66% Add +33.2% 208,072 $40.8M
Strategic Blueprint, LLC 2.37% Reduce -0.2% 207,546 $40.7M
HUB Investment Partners, LLC 0.99% Reduce -5.5% 207,122 $40.6M
Advisory Services Network, LLC 0.54% Add +2.5% 206,998 $40.6M
Nomura Asset Management Co. Ltd. 0.10% Add +184.9% 206,000 $40.4M
Berman McAleer LLC 5.48% Add +0.1% 204,647 $40.2M
Legacies Wealth LLC 25.28% Reduce -9.0% 203,132 $39.9M
Integrity Alliance, Llc. 1.52% Reduce -15.5% 202,968 $39.8M
State Farm Mutual Automobile Insurance Co. 0.03% New 202,548 $39.7M
Evergreen Capital Management LLC 0.84% Add +5.1% 197,610 $38.8M
Wealth Alliance Advisory Group, LLC 6.13% Reduce -3.0% 197,172 $38.7M
Mitchell McLeod Pugh & Williams Inc. 5.68% Add +5.4% 196,004 $38.5M
Frisch Financial Group, Inc. 7.91% Add +31.2% 192,733 $37.8M
Goldstone Financial Group, LLC 4.10% Add +6.6% 192,544 $37.8M
Bank of Montreal 0.02% Reduce -54.0% 191,521 $37.6M
Glenmede Trust Co. NA 0.18% Add +1.6% 191,444 $37.6M
Quantinno Capital Management LP 0.06% Add +46.0% 190,413 $37.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +603.0% 190,378 $37.4M
Jacobsen Capital Management 12.55% Reduce -5.5% 189,476 $37.2M
Northern Trust Corp. 0.00% Reduce -0.2% 189,220 $37.1M
Sigma Investment Counselors Inc. 1.96% Reduce -2.2% 188,615 $37.0M
Kingswood Wealth Advisors, LLC 1.75% Reduce -5.1% 188,101 $36.9M
BlueSky Wealth Advisors, LLC 4.75% Add +4243.8% 187,912 $36.9M
Old National Bancorp 0.61% Add +661.1% 185,027 $36.3M
TD Private Client Wealth LLC 0.75% Reduce -5.8% 184,861 $36.3M
AAF Wealth Management, LLC 14.82% Reduce -0.1% 184,175 $36.1M
Regatta Capital Group, LLC 5.44% Add +2.4% 183,365 $36.0M
Trustees of Dartmouth College 14.21% No change 182,250 $35.8M
Mosaic Family Wealth Partners, LLC 3.66% Add +2.4% 182,239 $35.8M
Cambridge Capital Management, LLC 15.34% Add +3.0% 181,469 $35.6M
Financial Advisors Network, Inc. 4.89% Reduce -5.0% 180,640 $35.4M
Sepio Capital, LP 1.92% Reduce -0.6% 180,365 $35.4M
Integrated Wealth Concepts LLC 0.28% Add +123.8% 180,138 $35.3M
Hiley Hunt Wealth Management 15.41% Add +2.0% 178,130 $34.9M
Valley Wealth Managers, Inc. 2.25% Add +37.1% 177,933 $34.9M
Nwam LLC 2.00% Reduce -0.8% 177,146 $34.8M
Marino, Stram & Associates LLC 6.24% Add +0.8% 177,091 $34.7M
Bare Financial Services, Inc 9.09% Add +3.8% 175,329 $34.4M
Cornerstone Wealth Advisors, Inc. 7.83% Reduce -1.4% 173,329 $34.0M
Sageworth Trust Co 1.44% Reduce -1.9% 170,955 $33.5M
MA Private Wealth 5.63% Reduce -4.8% 169,673 $33.3M
Arbor Wealth Advisors LLC 23.30% Add +0.6% 169,322 $33.2M
Warner Financial, Inc. 11.35% Add +0.2% 168,715 $33.1M
Acorn Creek Capital LLC 11.80% Reduce -0.9% 168,545 $33.1M
Hilltop Partners LLC 8.45% Reduce -1.5% 167,908 $32.9M
Modern Wealth Management, LLC 0.56% Reduce -1.7% 166,650 $32.8M
Wealthspire Retirement, LLC 1.96% Add +6.4% 166,576 $32.7M
Lodestar Private Asset Management LLC 3.22% Add +21.5% 166,531 $32.7M
Kaydan Wealth Management, Inc. 10.89% Reduce -0.2% 166,010 $32.6M
Fee-Only Financial Planning, L.C. 19.47% Reduce -1.3% 164,391 $32.3M
Bragg Financial Advisors, Inc 1.01% Add +3.3% 163,165 $32.0M
Impact Partnership Wealth, LLC 3.95% Add +23.9% 162,991 $32.0M
Brown Advisory Inc. 0.05% Reduce -11.5% 162,322 $31.8M
Brooklyn Investment Group 0.99% Add +113.7% 160,880 $31.6M
Federation des caisses Desjardins du Quebec 0.11% Reduce -30.8% 160,292 $31.4M
Capital Wealth Management, LLC 8.47% Add +8.7% 159,481 $31.3M
Earned Wealth Advisors, LLC 2.09% Add +7.3% 159,289 $31.3M
Allen Wealth Management, LLC 15.63% Add +4.1% 159,176 $31.2M
United Financial Planning Group LLC 17.96% Reduce -0.2% 154,900 $30.4M
Valley National Advisers Inc. 3.93% Add +7.3% 154,837 $30.4M
Studio Investment Management LLC 5.48% Reduce -1.1% 154,828 $30.4M
First American Trust, FSB 2.04% Reduce -15.1% 154,514 $30.3M
Park Avenue Securities LLC 0.24% Add +14.3% 154,412 $30.3M
Stratos Wealth Partners, LTD. 0.35% Add +1.5% 154,269 $30.3M
Waterford Advisors, LLC 9.57% Add +2.5% 156,352 $30.2M
Rise Advisors, LLC 10.61% Add +1.6% 153,093 $30.1M
Towerpoint Wealth, LLC 12.14% Reduce -4.8% 153,332 $30.1M
Compound Planning, Inc. 0.93% Add +19.8% 153,115 $30.0M
Smith & Howard Wealth Management, LLC 6.45% Add +6.4% 152,034 $29.8M
Freedom Investment Management, Inc. 8.83% Reduce -4.9% 151,572 $29.7M
Principal Securities, Inc. 0.42% Reduce -2.2% 147,560 $29.0M
Newton One Investments LLC 7.85% Add +458.3% 147,393 $28.9M
First PREMIER Bank 6.66% Add +5.6% 147,121 $28.9M
Segall Bryant & Hamill, LLC 0.41% Reduce -5.9% 146,525 $28.7M
Wealth Architects, LLC 2.56% Reduce -2.2% 146,324 $28.7M
Parallel Advisors, LLC 0.52% Add +1.9% 145,921 $28.6M
Lebenthal Global Advisors, LLC 4.15% Add +0.9% 145,322 $28.5M
Rochester Wealth Strategies, LLC 17.28% Add +0.2% 145,258 $28.5M
Antonelli Financial Advisors, LLC 19.64% Add +4.6% 144,864 $28.4M
Courier Capital LLC 1.58% Reduce -0.3% 144,342 $28.3M
AE Wealth Management LLC 0.15% Add +38.9% 143,858 $28.2M
Financial Management Professionals, Inc. 3.13% Add +1.1% 142,132 $27.9M
Market Street Wealth Management Advisors LLC 4.37% Reduce -0.4% 141,272 $27.7M
Dakota Wealth Management 0.59% Reduce -23.8% 139,684 $27.4M
25 LLC 8.38% Add +1.6% 138,655 $27.2M
Bokf, NA 0.42% Add +20.6% 138,533 $27.2M
TD Capital Management LLC 2.43% Reduce -0.1% 137,633 $27.0M
Veery Capital, LLC 8.27% Add +2.2% 137,397 $27.0M
Prospera Financial Services Inc 0.43% Add +5.1% 137,167 $26.9M
Elm Partners Management LLC 1.16% Add +10.5% 139,209 $26.9M
Arcadia Wealth Management, LLC 9.64% Add +0.9% 135,718 $26.6M
Parker Financial LLC 10.51% Add +0.2% 134,312 $26.3M
Fifth Third Securities, Inc. 1.70% Reduce -1.3% 133,867 $26.3M
Wealthspan Partners, LLC 9.20% Add +0.7% 133,125 $26.1M
Fiduciary Financial Group, LLC 3.46% Add +6.6% 132,995 $26.1M
Meridian Wealth Management, LLC 0.92% Add +2.4% 132,533 $26.0M
REAP Financial Group, LLC 5.10% Add +1.9% 131,636 $25.8M
White Lighthouse Investment Management Inc. 3.57% Reduce -0.1% 131,200 $25.7M
Evolution Advisers, Inc. 10.81% Reduce -0.6% 130,751 $25.7M
Great Valley Advisor Group, Inc. 0.47% Add +0.5% 130,746 $25.7M
Chicago Partners Investment Group LLC 0.57% Add +4.9% 125,560 $25.5M
Shore Point Advisors, LLC 9.99% Add +5.0% 237,448 $25.3M
Mutual Advisors, LLC 0.54% Add +2.0% 128,253 $25.2M
First Horizon Corp. 1.05% Add +11.7% 128,125 $25.1M
Clayton Financial Group LLC 12.91% Add +0.1% 128,111 $25.1M
Arkadios Wealth Advisors 0.42% Reduce -21.2% 127,983 $25.1M
Robertson Stephens Wealth Management, LLC 0.69% Reduce -2.0% 126,341 $24.8M
FWG Holdings, LLC 9.28% Reduce -17.2% 124,166 $24.6M
Ashton Thomas Private Wealth, LLC 0.57% Add +43.2% 123,156 $24.2M
STAR Financial Bank 11.28% Add +16.5% 121,854 $23.9M
Staley Capital Advisers Inc. 1.01% Add +1.8% 121,469 $23.8M
Retirement Planning Group, LLC 0.74% Add +5.4% 120,954 $23.7M
Harbour Investments, Inc. 0.37% Add +34.2% 120,907 $23.7M
Wealthcare Advisory Partners LLC 0.46% Reduce -0.8% 120,529 $23.6M
Certified Advisory Corp 2.11% Reduce -9.8% 120,122 $23.6M
Steele Capital Management, Inc. 0.97% Add +16.0% 119,739 $23.5M
Capital Investment Advisory Services, LLC 1.71% Add +8.6% 119,301 $23.4M
Droms Strauss Advisors Inc. /Mo/ 6.11% Add +1.0% 119,053 $23.4M
Sovereign Financial Group, Inc. 4.05% Add +6.0% 118,631 $23.3M
E&R Wealth Management, LLC 23.12% Add +2.7% 118,309 $23.2M
Boyd Wealth Management, LLC 9.78% Add +0.1% 117,930 $23.1M
Compton Wealth Advisory Group, LLC 5.15% Add +0.0% 117,468 $23.1M
Advantage Trust Co 10.28% Reduce -0.5% 116,964 $22.9M
Legacy Wealth Partners, LLC 5.72% Add +138.6% 116,322 $22.8M
Beacon Financial Group 2.27% Reduce -9.8% 116,133 $22.8M
Bridgewealth Advisory Group, LLC 4.72% Add +14.7% 115,923 $22.7M
Firestone Capital Management 4.71% Add +2.1% 115,253 $22.6M
Venture Visionary Partners LLC 0.75% Reduce -0.9% 114,775 $22.5M
LaSalle St. Investment Advisors, LLC 3.15% Reduce -1.2% 114,010 $22.4M
Werba Rubin Papier Wealth Management 3.11% Add +3.6% 113,750 $22.3M
Oak Root LLC 2.72% Reduce -2.8% 113,665 $22.3M
Independent Advisor Alliance 0.24% Add +298.1% 113,637 $22.3M
Spire Wealth Management 0.76% Reduce -1.2% 113,366 $22.2M
Heartwood Wealth Advisors LLC 1.93% Add +0.7% 113,007 $22.2M
Elite Financial, Inc. 9.94% Add +6.0% 112,987 $22.2M
Mayfair Advisory Group, LLC 7.66% Add +8.4% 111,824 $21.9M
Tenret Co LLC 10.58% Add +7.4% 111,646 $21.9M
Nabity-Jensen Investment Management Inc 15.06% Reduce -0.2% 110,704 $21.7M
Matrix Private Capital Group LLC 10.34% Add +0.6% 109,269 $21.4M
Campbell Deegan Wealth Management, LLC 17.18% Add +0.8% 108,959 $21.4M
RFG Advisory, LLC 0.39% Add +3.5% 108,700 $21.3M
Aspen Wealth Strategies, LLC 11.44% Add +1.1% 108,514 $21.3M
Renaissance Technologies 0.03% Add +877.3% 107,500 $21.1M
Visionary Wealth Advisors 0.93% Add +0.9% 107,454 $21.1M
Cresta Advisors, Ltd. 8.63% Add +9.7% 107,426 $21.1M
Sapient Capital LLC 0.32% Reduce -9.0% 106,998 $21.0M
Hartmann Taylor Wealth Management, LLC 13.82% Add +3.0% 106,505 $20.9M
Compass Planning Associates Inc 13.18% Reduce -5.5% 105,077 $20.6M
Kingsview Wealth Management, LLC 0.28% Add +8.3% 104,465 $20.5M
Midwest Financial Partners Investments, Inc. 10.79% Add +4.8% 103,659 $20.3M
Affiance Financial, LLC 3.30% Add +16.2% 103,560 $20.3M
R. W. Roge & Company, Inc. 9.68% Reduce -1.9% 103,439 $20.3M
Perkins Coie Trust Co 3.89% Add +3.6% 103,000 $20.2M
Schwallier Wealth Management LLC 14.70% Reduce -2.9% 102,598 $20.1M
DeLarme Wealth Management, Inc. 12.95% Add +1.5% 102,494 $20.1M
Greenbush Financial Group, LLC 6.62% Add +17.6% 101,959 $20.0M
Discipline Wealth Solutions, LLC 2.09% Add +452.6% 101,412 $19.9M
Topel & Distasi Wealth Management, LLC 10.20% Reduce -0.1% 100,565 $19.7M
Penserra Capital Management LLC 0.23% Reduce -48.6% 100,443 $19.7M
Valmark Advisers, Inc. 0.23% Add +24.2% 100,433 $19.7M
Oppenheimer & Co. Inc. 0.24% Add +51.2% 100,270 $19.7M
One Charles Private Wealth Services, LLC 4.90% Add +5.5% 99,648 $19.6M
Aspiriant, LLC 0.56% Reduce -1.2% 99,384 $19.5M
Bell Investment Advisors, Inc 3.05% Reduce -3.0% 99,270 $19.5M
Ocean Park Asset Management, LLC 1.12% New 98,913 $19.4M
Sightline Wealth Advisors, LLC 8.21% Reduce -4.4% 98,828 $19.4M
Aspire Private Capital, LLC 4.37% Reduce -1.1% 98,733 $19.4M
Brown Wealth Management, LLC 4.97% Add +8.9% 98,675 $19.4M
New York Life Investment Management LLC 0.16% Add +31.1% 98,171 $19.3M
Franklin Resources Inc. 0.00% Reduce -61.0% 97,786 $19.2M
NBT Bank, N.A. 1.25% Add +4454.6% 97,605 $19.2M
Associated Banc-Corp 0.50% Add +9.1% 97,037 $19.0M
Rinkey Investments 4.87% Add +3.8% 97,032 $19.0M
Prism Advisors, Inc. 5.05% Reduce -5.0% 96,503 $18.9M
Commerce Bank 0.09% Add +27.4% 96,096 $18.9M
AlphaCore Capital LLC 0.45% Add +258.5% 95,986 $18.8M
Jaffetilchin Investment Partners, LLC 1.12% Add +606.3% 95,838 $18.8M
Strategic Investment Solutions, Inc. 4.53% Add +7.2% 94,875 $18.8M
SWP Financial LLC 9.48% Reduce -7.7% 94,703 $18.6M
Robinswood Financial LLC 5.85% Add +2.0% 94,696 $18.6M
Cherry Tree Wealth Management, LLC 3.91% Reduce -4.6% 94,311 $18.5M
Falcon Wealth Planning 1.25% Reduce -1.4% 93,601 $18.4M
Legacy Edge Advisors, LLC 1.92% Reduce -6.6% 93,130 $18.3M
Souders Financial Advisors 2.08% Add +1.3% 93,047 $18.3M
B. Riley Wealth Advisors, Inc. 1.18% Reduce -19.5% 94,248 $18.2M
CX Institutional 0.55% Add +3.0% 92,389 $18.1M
Blueline Advisors LLC 14.05% Add +1.0% 92,339 $18.1M
Barings LLC 0.30% New 92,190 $18.1M
Whitegate Investment Counselors, Inc. 5.75% Add +1.3% 92,108 $18.1M
Focus Partners Advisor Solutions, LLC 0.18% Reduce -9.4% 91,982 $18.0M
Junk Investment Group, LLC 9.46% — 91,935 $18.0M
PCA Investment Advisory Services Inc. 6.01% Add +8.6% 91,881 $18.0M
Invst, LLC 2.03% Add +519.1% 91,317 $17.9M
Well Done, LLC 2.63% Add +0.3% 91,279 $17.9M
Global Strategic Investment Solutions, LLC 1.75% Add +0.2% 90,773 $17.8M
Pure Financial Advisors, LLC 0.26% Reduce -2.5% 90,234 $17.7M
Black Diamond Financial, LLC 1.93% Reduce -33.2% 90,040 $17.7M
Capital Analysts, LLC 0.46% Add +8.0% 90,013 $17.7M
DiPaolo Financial Group, Inc. 12.80% Add +22.6% 89,604 $17.6M
Stone Summit Wealth LLC 4.89% Reduce -5.9% 89,521 $17.6M
Inlight Wealth Management, LLC 6.48% Add +12.9% 89,265 $17.5M
Tortoise Investment Management, LLC 1.44% Add +1.0% 89,094 $17.5M
First United Bank & Trust 5.66% Reduce -1.6% 88,807 $17.4M
Beacon Financial Strategies CORP 9.85% Reduce -5.3% 88,457 $17.4M
First National Bank of Omaha 0.54% Reduce -0.3% 88,514 $17.3M
Wetzel Investment Advisors, Inc. 6.87% Add +11.3% 87,820 $17.2M
Bruce G. Allen Investments, LLC 11.27% Add +3.0% 87,811 $17.2M
Forvis Mazars Wealth Advisors, LLC 0.33% Reduce -2.8% 87,648 $17.2M
Ellis Investment Partners, LLC 2.99% Add +1.3% 87,602 $17.2M
Kathmere Capital Management, LLC 1.06% Add +7.9% 87,469 $17.2M
Janus Henderson Group PLC 0.01% Reduce -16.4% 86,535 $17.0M
Essex Financial Services, Inc. 0.95% Add +1.3% 85,973 $16.9M
Financial Advisory Partners, LLC 4.77% Add +7.9% 85,952 $16.9M
QRG Capital Management, Inc. 0.17% Reduce -1.0% 85,646 $16.8M
Gill Capital Partners, LLC 4.83% Add +1.1% 85,522 $16.8M
Novem Group 1.92% Reduce -1.1% 85,283 $16.7M
Plum Street Advisors, LLC 5.76% Add +1.4% 84,834 $16.6M
Lutz Financial Services LLC 1.12% Add +3.7% 84,821 $16.6M
World Investment Advisors 0.27% Add +2.8% 84,702 $16.6M
Performance Wealth Partners, LLC 0.48% Add +17.7% 84,518 $16.6M
Moody National Bank Trust Division 1.57% Add +3.7% 84,020 $16.5M
CoreCap Advisors, LLC 0.56% Reduce -0.9% 83,708 $16.4M
Berger Financial Group, Inc 0.92% Reduce -0.9% 83,301 $16.3M
Outlook Wealth Advisors, LLC 3.95% Add +6.1% 83,259 $16.3M
Nicolet Bankshares Inc. 0.60% Add +325.5% 82,779 $16.3M
Prosperity Advisers, LLC 13.44% Add +1.2% 82,448 $16.2M
Gemmer Asset Management LLC 1.27% Reduce -1.3% 82,098 $16.1M
Benjamin Edwards Inc. 0.16% Add +16.0% 82,001 $16.1M
Ieq Capital, LLC 0.07% Add +1.1% 81,603 $16.0M
Cambridge Associates LLC /Ma/ 0.25% No change 81,110 $15.9M
Wealthfront Advisers LLC 0.03% Add +0.1% 80,903 $15.9M
AJ Advisors, LLC 5.87% Add +2.0% 80,680 $15.8M
Sowell Financial Services LLC 0.58% Add +9.0% 80,306 $15.8M
CGN Advisors LLC 1.24% Add +0.3% 80,116 $15.7M
Members Advisory Group LLC 5.39% Add +3.7% 80,062 $15.7M
Bay Harbor Wealth Management, LLC 4.04% Reduce -7.4% 79,379 $15.6M
Ameritas Advisory Services, LLC 0.61% Reduce -1.6% 79,297 $15.6M
TKG Advisors, LLC 6.42% Reduce -1.1% 79,200 $15.5M
Checchi Capital Advisers, LLC 1.07% Add +1231.5% 79,117 $15.5M
Beacon Bridge Wealth Partners, LLC 5.19% Add +2.6% 79,065 $15.5M
Ancora Advisors LLC 0.33% Add +94.3% 78,966 $15.5M
Jane Street Group, LLC 0.02% Add +93.0% 78,935 $15.5M
Smartleaf Asset Management LLC 0.56% Add +15.2% 79,955 $15.4M
Eclectic Associates Inc. 2.05% Add +56.7% 78,662 $15.4M
Weaver Capital Management LLC 3.34% Reduce -17.9% 78,321 $15.4M
Main Line Retirement Advisors, LLC 7.65% Add +1.6% 78,140 $15.3M
E&G Advisors, LLC 3.41% Add +3.5% 78,142 $15.3M
Hopwood Nicholas Hunter 4.83% Add +2.2% 77,374 $15.2M
O'shaughnessy Asset Management, LLC 0.08% Add +30.5% 77,126 $15.1M
OneDigital Investment Advisors LLC 0.15% Add +10.0% 76,843 $15.1M
Sandbox Financial Partners, LLC 4.21% Add +8.9% 76,287 $15.0M
Breakwater Capital Group 1.99% Reduce -0.9% 75,835 $14.9M
IHT Wealth Management, LLC 0.35% Reduce -8.5% 75,784 $14.9M
OpenArc Corporate Advisory, LLC 0.21% Add +4.6% 75,694 $14.9M
Gladstone Institutional Advisory LLC 0.55% Add +63.0% 75,346 $14.8M
Cora Capital Advisors LLC 4.89% Add +48.2% 75,208 $14.8M
Diversified Portfolios, Inc. 1.21% Reduce -1.5% 75,123 $14.7M
Latigo Investments, LLC 7.32% No change 74,917 $14.7M
Crusonia Wealth Advisors LLC 3.02% Add +6.0% 74,524 $14.6M
Watershed Private Wealth LLC 4.56% Reduce -13.3% 74,492 $14.6M
Wedbush Securities Inc. 0.43% Add +12.2% 74,447 $14.6M
Composition Wealth, LLC 0.20% Reduce -8.7% 74,365 $14.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.43% New 74,313 $14.6M
Midwest Trust Co 0.18% Add +21.8% 73,995 $14.5M
Perigon Wealth Management, LLC 0.26% Reduce -0.8% 73,921 $14.5M
Pearl Planning LLC 7.68% Add +0.0% 73,197 $14.4M
Payne Capital Management, LLC 4.34% Reduce -0.3% 72,959 $14.3M
Sigma Planning Corp 0.39% Add +3.0% 72,215 $14.2M
Thayer Financial, L.L.C. 14.43% Add +2.3% 72,064 $14.1M
HTG Investment Advisors, Inc. 4.03% Add +1.5% 72,016 $14.1M
Cooper Capital Advisors LLC 9.77% Add +10.9% 71,191 $14.0M
Mayport, LLC 2.59% Add +8.3% 70,909 $13.9M
Cooksen Wealth, LLC 10.08% Add +0.3% 70,719 $13.9M
EdgeRock Capital LLC 3.75% Add +18.0% 70,506 $13.8M
FF Advisors,LLC 5.61% Add +11.8% 67,822 $13.8M
HB Wealth Management, LLC 0.09% Add +19.3% 70,402 $13.8M
First Heartland Consultants, Inc. 1.06% Add +2.5% 70,319 $13.8M
Wellspring Financial Advisors, LLC 1.02% Reduce -0.3% 903,698 $13.6M
Krilogy Financial LLC 0.44% Reduce -2.4% 67,227 $13.6M
Gateway Wealth Partners, LLC 0.53% Add +152.8% 69,262 $13.6M
Cercano Management LLC 0.59% No change 69,120 $13.6M
IFP Advisors, Inc 0.28% Add +0.3% 69,087 $13.6M
Matauro, LLC 1.94% Reduce -15.8% 68,590 $13.5M
Emerald Advisors, LLC 1.67% Reduce -9.1% 68,456 $13.4M
Americana Partners, LLC 0.35% Add +3.4% 68,388 $13.4M
Harbor Investment Advisory, LLC 1.05% Add +13.3% 68,035 $13.3M
Clark Financial Services Group Inc. 7.35% Reduce -3.2% 67,893 $13.3M
CJM Wealth Advisers, Ltd. 4.05% Reduce -5.1% 67,767 $13.3M
Ausdal Financial Partners, Inc. 0.59% Reduce -1.2% 67,508 $13.2M
Erste Asset Management GmbH 0.12% No change 68,600 $13.2M
Gallagher Fiduciary Advisors, LLC 0.51% Add +11.7% 67,486 $13.2M
Hoge Financial Services, LLC 7.05% Add +0.9% 67,085 $13.2M
Titleist Asset Management, LLC 0.99% Reduce -2.7% 66,551 $13.1M
Coastal Bridge Advisors, LLC 0.92% Add +37.7% 65,960 $12.9M
Zhang Financial LLC 0.45% Add +1.5% 65,748 $12.9M
Exchange Traded Concepts, LLC 0.10% Add +5.4% 65,629 $12.9M
5th Street Advisors, LLC 5.58% Add +4.7% 65,588 $12.9M
Leeward Financial Partners, LLC 3.77% Reduce -1.5% 64,572 $12.7M
Mokosak Advisory Group, LLC 3.17% Add +0.9% 64,553 $12.7M
Greenhouse Wealth Management, LLC 7.83% Reduce -1.6% 64,563 $12.7M
Madden Advisory Services, Inc. 4.99% Reduce -5.4% 64,536 $12.7M
Prosperitas Financial LLC 4.71% Reduce -6.6% 64,480 $12.7M
Collective Family Office LLC 2.83% Reduce -1.2% 64,166 $12.6M
WealthShield Partners, LLC 1.40% Add +4.5% 63,913 $12.5M
Integrity Wealth Solutions LLC 4.92% Reduce -2.3% 63,853 $12.5M
Boston Partners 0.01% Reduce -6.3% 63,667 $12.5M
Five Pine Wealth Management 7.73% Reduce -0.9% 63,433 $12.4M
Meramec Financial Planners, LLC 4.92% Reduce -0.2% 60,787 $12.4M
Wedmont Private Capital 0.40% Add +86.3% 61,097 $12.3M
CENTRAL TRUST Co 0.24% Add +1.6% 62,856 $12.3M
Sterling Investment Advisors LLC 5.89% Add +1.8% 62,554 $12.3M
One Capital Management, LLC 0.33% Add +15.2% 62,034 $12.2M
SouthState Bank Corp 0.57% Reduce -5.9% 62,035 $12.2M
Cornerstone Wealth Management, LLC 0.61% Add +3.4% 61,925 $12.1M
Aire Advisors, LLC 2.21% Reduce -2.0% 61,514 $12.1M
UNIVEST FINANCIAL Corp 0.68% Add +13.8% 61,450 $12.1M
Cordoba Advisory Partners LLC 3.31% Add +0.8% 61,109 $12.0M
Ellevest, Inc. 1.67% Add +1.6% 61,040 $12.0M
Safir Wealth Advisors, LLC 8.66% Reduce -0.3% 61,012 $12.0M
G&S Capital LLC 4.20% Add +1.2% 60,972 $12.0M
VSM Wealth Advisory, LLC 3.56% Add +10.3% 60,711 $11.9M
Citadel Advisors 0.01% New 60,566 $11.9M
Roof Eidam Maycock Peralta, LLC 2.72% Reduce -0.9% 60,365 $11.8M
KFA Private Wealth Group, LLC 2.83% Add +0.6% 60,147 $11.8M
Traveka Wealth, LLC 4.50% Reduce -3.2% 60,134 $11.8M
LightSquare Wealth Management, LLC 8.83% — 60,102 $11.8M
American Investment Services, Inc. 2.63% Add +0.8% 60,090 $11.8M
Hurley Capital, LLC 6.33% Reduce -0.2% 60,085 $11.8M
Keystone Financial Group 0.80% Reduce -1.6% 59,589 $11.7M
Hohimer Wealth Management, LLC 1.44% Add +12.6% 59,499 $11.7M
Threadgill Financial, LLC 3.39% New 59,386 $11.7M
Quotient Wealth Partners, LLC 0.31% Add +0.8% 59,253 $11.6M
Trust Co of the South 1.86% Reduce -10.2% 58,892 $11.6M
Cassilly Financial Group LLC 10.03% Add +1.8% 58,882 $11.6M
Keeler & Nadler Financial Planning & Wealth Management 3.92% Add +2.0% 58,856 $11.5M
Red Wave Investments LLC 3.44% Reduce -1.4% 58,750 $11.5M
Dynamic Wealth Strategies, LLC 6.66% Add +0.8% 58,671 $11.5M
NorthLanding Financial Partners, LLC 9.22% Add +8.6% 58,279 $11.4M
Kovack Advisors, Inc. 0.61% Reduce -4.8% 58,068 $11.4M
CWS Financial Advisors, LLC 2.92% Reduce -2.8% 58,082 $11.4M
Pinnacle Financial Partners, Inc. 0.09% Add +21.2% 57,834 $11.3M
Snowden Capital Advisors LLC 0.30% Add +0.3% 57,615 $11.3M
Alliance Wealth Advisors, LLC 5.32% Add +1.8% 57,389 $11.3M
First National Bank Sioux Falls 3.07% Add +2.4% 55,412 $11.2M
Apollon Wealth Management, LLC 0.18% Reduce -0.8% 57,191 $11.2M
Northstar Group, Inc. 1.64% Add +0.2% 57,065 $11.2M
Kintra Wealth, LLC 0.79% New 56,963 $11.2M
RFG Holdings, Inc. 2.81% Add +4164.6% 56,890 $11.2M
Grove Bank & Trust 1.26% Add +1.6% 56,676 $11.1M
Caprock Group, LLC 0.27% Reduce -6.2% 56,611 $11.1M
Macro Advisors, Inc. 4.57% — 56,409 $11.1M
Align Financial, LLC 6.28% Reduce -99.5% 56,354 $11.1M
BLB&B Advisors, LLC 0.45% Add +13.6% 55,935 $11.0M
Wealth Management Strategies, Inc. 4.95% Add +8.1% 55,813 $11.0M
Founders Financial Securities LLC 0.62% Reduce -27.9% 53,757 $10.9M
MTC Wealth Management LLC 5.18% Reduce -50.4% 55,599 $10.9M
Cranbrook Wealth Management, LLC 2.21% Add +0.5% 55,315 $10.9M
Family Manage LLC 1.30% Add +1.6% 55,154 $10.8M
Weinberger Asset Management, Inc 4.05% Add +4.7% 55,099 $10.8M
Empowered Funds, LLC 0.07% New 55,084 $10.8M
BlueStem Wealth Partners, LLC 1.20% Reduce -45.0% 55,016 $10.8M
Joel Isaacson & Co., LLC 0.36% Add +60.9% 54,936 $10.8M
Nations Financial Group Inc, /Ia/ 0.55% Add +1.6% 54,346 $10.7M
Prestige Wealth Management Group LLC 2.09% Add +3.0% 54,181 $10.6M
Chilton Investment Co. Inc. 0.25% New 53,852 $10.6M
Tempo Wealth, LLC 1.83% Add +0.1% 53,572 $10.5M
Advisors Preferred, LLC 1.54% No change 53,400 $10.5M
Shrier Wealth Management, LLC 3.87% Add +12.2% 53,338 $10.5M
Carter Financial, LLC 9.07% Reduce -2.3% 53,159 $10.4M
Raab & Moskowitz Asset Management LLC 2.32% Add +0.6% 53,140 $10.4M
First County Bank 5.60% Add +12.6% 53,070 $10.4M
Clear Creek Financial Management, LLC 0.80% Add +10.3% 53,033 $10.4M
Connecticut Wealth Management, LLC 0.43% Add +2.1% 52,877 $10.4M
Thrive Capital Management, LLC 2.27% Add +28.5% 52,734 $10.3M
BTC Capital Management, Inc. 0.70% Reduce -10.0% 52,662 $10.3M
Migdal Insurance & Financial Holdings Ltd. 0.09% Add +6.3% 52,646 $10.3M
Atmos Advisory, LLC 5.84% Reduce -0.8% 52,411 $10.3M
Cyndeo Wealth Partners, LLC 0.54% Add +3.6% 52,265 $10.3M
Forbes Financial Planning, Inc. 5.91% Add +3.5% 52,153 $10.2M
Horizon Bancorp Inc. 4.89% Reduce -2.3% 51,807 $10.2M
Prairieview Wealth Partners, LLC 8.32% Add +1.2% 51,734 $10.2M
PFG Advisors 0.49% Reduce -2.6% 51,663 $10.1M
Register Financial Advisors LLC 3.75% Add +3.4% 51,650 $10.1M
Level Financial Advisors 2.58% Add +6.3% 51,490 $10.1M
Per Stirling Capital Management, LLC. 1.11% Reduce -4.9% 51,378 $10.1M
Tower Research Capital LLC (TRC) 0.26% Add +231913.6% 51,043 $10.0M
Ballentine Partners, LLC 0.14% Add +22.9% 50,439 $9.9M
Perennial Investment Advisors, LLC 0.78% Add +1.8% 50,055 $9.8M
Peak Retirement Planning, Inc. 1.95% Add +54.3% 49,966 $9.8M
Grandview Asset Management LLC 2.86% Add +51.1% 49,356 $9.8M
Vise Technologies, Inc. 0.19% No change 51,114 $9.8M
Ami Investment Management Inc. 2.19% Add +4.5% 49,669 $9.7M
Core Wealth Advisors, LLC 7.46% Reduce -9.1% 49,483 $9.7M
Cascades Capital Asset Management, LLC 4.10% Add +44.2% 49,308 $9.7M
Bravera Wealth 4.35% Add +26.4% 49,263 $9.7M
JMG Financial Group, Ltd. 0.26% Reduce -0.6% 48,889 $9.6M
Pinnacle Associates Ltd. 0.12% Add +0.5% 48,815 $9.6M
Lansing Street Advisors 2.41% Add +0.6% 48,579 $9.5M
MRWM Advisors, LLC 5.11% Add +42.4% 48,039 $9.4M
Calydon Capital 1.53% Add +0.5% 47,926 $9.4M
Curran Financial Partners, LLC 1.68% Add +34.9% 47,870 $9.4M
Pathstone Holdings, LLC 0.04% Add +8.1% 47,764 $9.4M
Accel Wealth Management 2.44% Add +6.1% 47,687 $9.4M
King Wealth Management Group 1.16% Add +22.3% 47,280 $9.3M
Spreng Capital Management, Inc. 4.35% Add +5.3% 47,017 $9.2M
Elevated Capital Advisors, LLC 2.32% Add +2.3% 46,948 $9.2M
Sax Wealth Advisors, LLC 0.45% Reduce -0.1% 48,209 $9.2M
Manchester Capital Management LLC 1.32% Reduce -6.4% 46,812 $9.2M
Duncan Williams Asset Management, LLC 2.54% Reduce -6.7% 46,748 $9.2M
Planning Alternatives Ltd. 1.17% Add +1.9% 46,198 $9.1M
Horizon Investments, LLC 0.10% Add +25.9% 46,194 $9.1M
Capital Advisors Wealth Management, LLC 1.21% Add +456.9% 45,929 $9.0M
Flagship Wealth Advisors, LLC 3.85% Reduce -11.4% 50,673 $9.0M
Dravo Bay LLC 3.60% Add +3.3% 45,191 $8.9M
Avestar Capital, LLC 0.61% Add +8.4% 45,153 $8.9M
St. Louis Trust Co 1.03% Reduce -2.4% 45,076 $8.8M
Vivid Wealth Management, LLC 3.58% Reduce -2.8% 45,044 $8.8M
Advyzon Investment Management, LLC 0.79% Add +42.0% 44,848 $8.8M
GoalFusion Wealth Management, LLC 3.98% Add +3.2% 44,766 $8.8M
GLR Partners, LLC 4.79% — 44,704 $8.8M
Drucker Wealth 3.0, LLC 1.53% Reduce -1.6% 44,622 $8.8M
Kilter Group LLC 3.78% Add +2.0% 44,600 $8.8M
Pathfinder Wealth Consulting, Inc. 5.65% Reduce -0.6% 44,411 $8.7M
Regent Peak Wealth Advisors LLC 1.77% Reduce -2.9% 44,312 $8.7M
Florida Financial Advisors, LLC 2.08% Add +10.2% 44,306 $8.7M
Aries Wealth Management 1.90% Add +11.2% 44,151 $8.7M
Factor Wealth Management LTD 1.62% Add +8.4% 43,901 $8.6M
TPG Financial Advisors, LLC 2.80% Reduce -5.9% 43,875 $8.6M
Strategic Family Wealth Counselors, L.L.C. 2.26% Add +2.8% 43,847 $8.6M
Flagship Harbor Advisors, LLC 0.38% Add +12.6% 43,735 $8.6M
Founders Grove Wealth Partners, LLC 1.95% Add +0.4% 43,685 $8.6M
Valpey Financial Services, LLC 5.54% Reduce -1.3% 43,377 $8.5M
HRT Financial LP 0.02% Reduce -22.6% 43,331 $8.5M
Hardy Reed LLC 0.62% No change 43,281 $8.5M
Abacus Planning Group, Inc. 1.14% Reduce -25.6% 43,040 $8.4M
Olistico Wealth, LLC 4.14% Reduce -6.4% 42,809 $8.4M
TBH Global Asset Management, LLC 1.68% New 42,457 $8.3M
Interchange Capital Partners, LLC 2.61% Add +1.0% 47,884 $8.3M
Cornerstone Wealth Group, LLC 0.53% New 40,469 $8.2M
Cardiff Park Advisors, LLC 0.65% Add +0.1% 41,717 $8.2M
Integrated Wealthcare, LLC 6.82% Add +4.3% 41,566 $8.2M
Investment Advisory Group, LLC 2.07% Reduce -0.3% 41,531 $8.1M
M Holdings Securities, Inc. 0.55% Reduce -7.2% 40,677 $8.1M
Avantax Planning Partners, Inc. 0.22% Add +0.5% 41,301 $8.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -50.6% 41,000 $8.0M
LPWM LLC 2.03% Add +11.4% 40,973 $8.0M
Brighton Securities Corp. 3.87% Add +55.1% 40,972 $8.0M
HighPoint Advisor Group LLC 0.34% Add +0.6% 40,881 $8.0M
Idaho Trust Co 2.60% Add +49.8% 40,788 $8.0M
Cerro Pacific Wealth Advisors LLC 2.10% Reduce -8.9% 40,772 $8.0M
Elevation Point Wealth Partners, LLC 0.19% Add +14.3% 40,330 $7.9M
Western Wealth Management, LLC 0.30% Add +130.6% 40,306 $7.9M
Sharper & Granite LLC 2.70% Add +0.9% 40,291 $7.9M
Frontier Asset Management, LLC 1.66% Add +6.2% 40,249 $7.9M
Cavalier Investments, LLC 2.03% New 40,239 $7.9M
Diversify Wealth Management, LLC 0.14% Add +323.5% 38,762 $7.9M
BNP Paribas Financial Markets 0.01% Reduce -88.1% 40,215 $7.9M
Clarity Capital Advisors, LLC 3.66% Add +28.5% 40,025 $7.9M
Painted Porch Advisors LLC 3.72% Add +12.6% 39,765 $7.8M
Focused Alpha, LLC 2.41% Reduce -0.2% 39,763 $7.8M
Summit Trail Advisors, LLC 0.11% Reduce -23.1% 39,738 $7.8M
SigFig Wealth Management, LLC 0.23% Add +6.0% 39,727 $7.8M
Councilor Wealth, LLC 3.76% Add +18.5% 39,454 $7.7M
IPG Investment Advisors LLC 1.32% Add +4.4% 39,288 $7.7M
Blue Trust, Inc. 0.09% Reduce -10.3% 39,287 $7.7M
Autumn Glory Partners, LLC 2.82% No change 39,091 $7.7M
TMB Capital Partners, LLC 2.55% Add +5.1% 38,655 $7.6M
Capstone Wealth Management Group, LLC 3.17% Add +104.4% 38,590 $7.6M
Krane Financial Solutions LLC 5.08% — 38,099 $7.5M
Brighton Jones LLC 0.17% New 38,079 $7.5M
Valeo Financial Advisors, LLC 0.18% Add +7.0% 47,990 $7.4M
Pine Valley Investments Ltd Liability Co 0.36% Reduce -0.8% 37,866 $7.4M
Willis Johnson & Associates, Inc. 0.43% Reduce -3.3% 37,841 $7.4M
Mustard Seed Financial, LLC 4.44% Reduce -2.3% 37,774 $7.4M
Private Wealth Advisors, LLC 2.08% Reduce -3.1% 37,731 $7.4M
Phillips Financial Management, LLC 0.53% Reduce -12.0% 37,544 $7.4M
Marietta Wealth Management, LLC 0.87% Add +0.4% 37,361 $7.3M
Cypress Capital, LLC 2.09% New 37,347 $7.3M
Payne Capital LLC 6.69% New 37,113 $7.3M
Verdence Capital Advisors LLC 0.42% Add +3.9% 36,886 $7.2M
Independent Financial Group, LLC 0.16% Add +40.7% 36,778 $7.2M
Vanguard National Trust Co 0.45% — 36,744 $7.2M
Texas Yale Capital Corp. 0.20% Add +8.0% 36,652 $7.2M
Rothschild Wealth LLC 0.65% Add +25.5% 36,633 $7.2M
Refined Wealth Management 4.52% Reduce -43.6% 36,517 $7.2M
Paragon Capital Management Ltd 1.51% Add +3.2% 36,401 $7.1M
Eagle Strategies LLC 0.85% Reduce -0.8% 36,214 $7.1M
Macco Financial Group, Inc. 5.38% New 36,196 $7.1M
Portus Wealth Advisors, LLC 6.68% Add +95.0% 36,163 $7.1M
Avant Capital LLC 4.98% Reduce -0.9% 36,092 $7.1M
Uptick Partners, LLC 1.41% Reduce 0.0% 36,050 $7.1M
Emergent Wealth Advisors, LLC 4.16% Add +43.3% 35,900 $7.0M
Family CFO Inc 3.15% Reduce -3.7% 35,838 $7.0M
Neuberger Berman Group LLC 0.01% Reduce -1.4% 35,726 $7.0M
Estate Counselors, LLC 0.62% Add +652.8% 35,593 $7.0M
Foundations Investment Advisors, LLC 0.09% Add +3.7% 35,354 $6.9M
Dynamic Advisor Solutions LLC 0.22% Add +15.3% 35,353 $6.9M
Wealthedge Investment Advisors, LLC 2.53% Add +9.1% 35,160 $6.9M
Tudor Investment Corporation 0.04% New 35,045 $6.9M
TFR Capital, LLC. 2.10% Reduce -1.1% 34,871 $6.8M
LifePlan Investment Advisors, Inc. 2.68% Add +4.4% 34,795 $6.8M
Capital Advisor Network LLC 9.52% — 34,648 $6.8M
United Advisor Group, LLC 0.84% Add +16.5% 34,625 $6.8M
Laraway Financial Advisors Inc 4.77% Add +1.1% 34,605 $6.8M
ArchPoint Investors 1.61% Add +17.3% 34,567 $6.8M
Signet Financial Management, LLC 0.75% Reduce -0.8% 34,317 $6.7M
Kuhn & Co Investment Counsel 4.33% Add +17.8% 34,271 $6.7M
Beaumont Financial Advisors, LLC 0.46% Add +2.7% 33,985 $6.7M
Richardson Financial Services Inc. 4.17% Reduce -3.4% 33,952 $6.7M
Apollon Financial, LLC 0.92% Add +588.8% 33,943 $6.7M
Washington Trust Advisors, Inc. 0.54% Reduce -0.3% 33,876 $6.6M
LexAurum Advisors, LLC 0.86% — 33,836 $6.6M
Xcelsior Advisor Partners LLC 2.54% Add +12.5% 33,835 $6.6M
Symmetry Partners, LLC 0.38% Reduce -10.2% 33,816 $6.6M
Martel Wealth Advisors LLC 1.13% Reduce -2.5% 33,761 $6.6M
Grey Ledge Advisors, LLC 1.49% Add +5.3% 33,542 $6.6M
Cutler Investment Counsel LLC 0.68% Add +2.6% 33,475 $6.6M
Financial Life Advisors 2.05% Add +0.7% 33,463 $6.6M
Root Financial Partners, LLC 0.30% Add +29.7% 33,431 $6.6M
Bath Savings Trust Co 0.70% Add +3.0% 33,388 $6.6M
Insigneo Advisory Services, LLC 0.47% Reduce -4.2% 33,370 $6.5M
Santori & Peters, Inc. 2.04% Add +0.3% 33,323 $6.5M
McAdam, LLC 0.29% Reduce -0.1% 33,286 $6.5M
Journey Beyond Wealth, LLC 5.60% Add +0.6% 33,261 $6.5M
Vicus Capital 0.48% Add +113.2% 33,137 $6.5M
Oak Harvest Investment Services 0.68% Reduce -3.7% 33,050 $6.5M
Birnam Oak Advisors, LP 1.78% Reduce -13.2% 33,000 $6.5M
Artesa Financial Group, LLC 6.10% Add +2.8% 32,634 $6.4M
Diversified Enterprises, LLC 0.35% Reduce -5.6% 32,624 $6.4M
Decker Wealth Management LLC 1.45% Add +0.4% 32,562 $6.4M
Auxano Advisors, LLC 1.27% Add +37.2% 32,546 $6.4M
Integrated Investment Consultants, LLC 1.35% Reduce -4.7% 32,430 $6.4M
Alexander Labrunerie & Co., Inc. 2.40% Add +0.4% 32,350 $6.3M
Osborne Partners Capital Management, LLC 0.34% Reduce -2.3% 32,290 $6.3M
U.S. Capital Wealth Advisors, LLC 0.16% Reduce -1.8% 32,172 $6.3M
Stephen J. Garry & Associates, LLC 5.07% Add +11.3% 32,115 $6.3M
Yarger Wealth Strategies, LLC 2.55% Add +4.3% 32,089 $6.3M
Fiduciary Advisors, Inc. 4.71% Reduce -2.9% 31,919 $6.3M
Cornerstone Advisory, LLC 0.59% Reduce -2.7% 31,915 $6.3M
Arrien Investments, Inc. 3.38% Add +54.6% 31,736 $6.2M
Simmons Bank 0.41% Reduce -5.3% 31,317 $6.1M
Trust Co. of Toledo NA 0.58% Add +424.9% 31,266 $6.1M
Cypress Point Wealth Management, LLC 1.32% Add +130.5% 31,247 $6.1M
OneAscent Financial Services LLC 0.33% Add +50.7% 31,222 $6.1M
HBK Sorce Advisory LLC 0.12% Reduce -0.7% 29,412 $6.1M
Argent Trust Co 0.21% Add +3.7% 30,990 $6.1M
Winthrop Capital Management, LLC 1.56% Reduce -0.8% 30,869 $6.1M
Capital Advisors, Ltd. LLC 0.69% Add +0.5% 30,729 $6.0M
Avise Financial Cooperative, Inc. 5.02% Add +3.7% 30,727 $6.0M
Ascent Group, LLC 0.21% Reduce -1.2% 30,656 $6.0M
Cary Street Partners Investment Advisory LLC 1.53% Add +26.4% 30,513 $6.0M
Level Four Advisory Services, LLC 0.20% Add +0.6% 30,389 $6.0M
BCS Wealth Management 1.21% Reduce -48.1% 30,284 $5.9M
Everpar Advisors LLC 2.04% Add +117.3% 30,267 $5.9M
Intellectus Partners, LLC 1.21% Add +0.3% 30,099 $5.9M
Atlas Capital Advisors Inc. 0.67% Add +1.1% 30,023 $5.9M
Agf Management Ltd. 0.03% Reduce -0.7% 29,980 $5.9M
Leo H. Evart, Inc. 5.03% — 29,980 $5.9M
RoundAngle Advisors LLC 4.38% Add +0.2% 29,840 $5.9M
Steelhead Wealth Management LLC 2.96% — 29,786 $5.8M
2UniFi Bank 2.82% Add +11.1% 29,636 $5.8M
Sage Mountain Advisors LLC 0.41% Add +47.6% 29,537 $5.8M
Matrix Asset Advisors Inc. 0.53% Add +12.1% 29,464 $5.8M
Ritholtz Wealth Management 0.10% Add +10.2% 29,449 $5.8M
Security Financial Services, INC. 0.91% Reduce -5.3% 29,407 $5.8M
N.E.W. Advisory Services LLC 0.43% Reduce -0.3% 29,381 $5.8M
McLean Asset Management Corp 1.01% Add +0.1% 29,355 $5.8M
Orser Capital Management, LLC 3.75% Add +1.8% 29,207 $5.7M
Valence8 US LP 2.00% No change 29,121 $5.7M
Johnson Investment Counsel Inc. 0.05% Add +2.3% 29,089 $5.7M
Davidson Trust Co. 2.46% Reduce -0.3% 29,078 $5.7M
IMG Wealth Management, Inc. 3.61% Add +7.0% 28,894 $5.7M
Defined Wealth Management, LLC 3.31% Reduce -0.4% 28,800 $5.7M
TCI Wealth Advisors, Inc. 0.30% Reduce -0.1% 28,780 $5.6M
Manuka Financial, LLC 3.48% Reduce -0.7% 28,694 $5.6M
Claris Financial LLC 3.07% Reduce -1.6% 28,587 $5.6M
Destination Wealth Management 0.15% Add +3.0% 28,556 $5.6M
Elevatus Welath Management 2.93% Reduce -47.0% 28,511 $5.6M
Ackerman Capital Advisors, LLC 1.14% Reduce -2.1% 28,388 $5.6M
Pallas Capital Advisors LLC 0.21% Add +18.3% 28,381 $5.6M
Compass Ion Advisors, LLC 0.53% Add +5.5% 28,339 $5.6M
Winthrop Advisory Group LLC 0.45% Add +3.7% 28,328 $5.6M
Long Island Wealth Management, Inc. 2.57% Add +0.1% 28,276 $5.5M
Red Tortoise LLC 2.31% Reduce -0.5% 28,037 $5.5M
Advocacy Wealth Management, LLC 0.24% Add +1266.4% 27,901 $5.5M
Family Wealth Partners, LLC 1.86% Add +5.7% 27,800 $5.5M
Stratos Wealth Advisors, LLC 0.33% Reduce -0.7% 27,730 $5.4M
American Alpha Advisors, LLC 3.16% Add +9.5% 27,600 $5.4M
Transcend Capital Advisors, LLC 0.43% Add +1.8% 27,544 $5.4M
Tsfg, LLC 0.82% Reduce -1.8% 27,412 $5.4M
Continuum Advisory, LLC 0.52% Add +4.8% 27,394 $5.4M
Avidian Wealth Enterprises, LLC 0.17% Add +38.4% 27,386 $5.4M
Opus Capital Group, LLC 0.57% Reduce -3.7% 27,229 $5.3M
Sound View Wealth Advisors Group, LLC 0.36% Reduce -1.3% 27,185 $5.3M
Kelleher Financial Advisors 1.36% Add +0.1% 27,070 $5.3M
Novak & Powell Financial Services, Inc. 2.86% Add +0.1% 27,015 $5.3M
Chris Bulman Inc 2.31% Reduce -7.4% 26,921 $5.3M
Catalyst Private Wealth, LLC 2.86% Add +3.6% 26,915 $5.3M
Windward Private Wealth Management Inc. 1.82% Reduce -4.2% 26,896 $5.3M
IF Advisors, LLC 3.72% Add +0.1% 26,854 $5.3M
Chesley Taft & Associates LLC 0.22% Reduce -2.6% 26,812 $5.3M
GenTrust, LLC 0.23% Reduce -11.2% 26,802 $5.3M
WESCAP Management Group, Inc. 1.03% Add +16.6% 26,619 $5.2M
Pacific Financial Group Inc. 2.78% Reduce -12.3% 26,333 $5.2M
Stone Wealth Partners 4.62% Reduce -1.2% 26,245 $5.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.08% Add +13.3% 26,222 $5.1M
Troutman Wealth Management, LLC 4.27% Reduce -0.3% 26,118 $5.1M
Stevens Capital Partners 1.23% Reduce -8.3% 26,086 $5.1M
Intrinsic Value Partners, LLC 3.94% Add +4.9% 26,062 $5.1M
Twin Focus Capital Partners, LLC 0.59% Add +29.1% 26,061 $5.1M
Moors & Cabot, Inc. 0.22% Add +11.4% 26,042 $5.1M
Fonville Wealth Management LLC 0.97% Add +6.4% 25,927 $5.1M
Prospect Financial Services LLC 3.10% Reduce -1.8% 25,912 $5.1M
Bluedoor Private Wealth, LLC 2.35% Reduce -0.8% 25,906 $5.1M
Jefferson Bridge Capital, LLC 5.03% Add +2.5% 25,810 $5.1M
Debussy Capital Management LP 0.70% Reduce -2.2% 25,764 $5.1M
Summit Wealth Group LLC / Co. 0.53% Add +15.9% 25,752 $5.1M
Flagstar Securities, Inc. 1.82% Reduce -5.1% 25,682 $5.0M
Luminvest Wealth Management LLC 1.32% Add +4.6% 25,639 $5.0M
Tidal Investments LLC 0.02% Reduce -26.6% 25,645 $5.0M
Aua Capital Management, LLC 2.56% Add +12.0% 25,570 $5.0M
Charter Oak Capital Management, LLC 0.39% Add +3.1% 25,540 $5.0M
Acropolis Investment Management, LLC 0.22% Add +2.7% 25,479 $5.0M
Investor's Fiduciary Advisor Network, LLC 1.52% Reduce -40.4% 25,368 $5.0M
Barrett & Company, Inc. 1.71% Add +0.2% 25,365 $5.0M
Arete Wealth Advisors, LLC 0.37% Reduce -6.0% 25,336 $5.0M
Victrix Investment Advisors 1.80% Add +1.8% 25,207 $4.9M
Midwestern Financial, LLC 3.89% Reduce -19.9% 25,204 $4.9M
Kiley Juergens Wealth Management, LLC 0.87% Reduce -5.6% 25,194 $4.9M
Rehmann Capital Advisory Group 0.26% Reduce -0.8% 25,182 $4.9M
Dana Investment Advisors, Inc. 0.15% Add +2.5% 25,177 $4.9M
Regions Financial Corp. 0.03% Add +32.4% 25,052 $4.9M
Owl Creek Wealth Partners LLC 1.75% — 25,052 $4.9M
Florida Trust Wealth Management Co 0.14% Add +11.7% 24,961 $4.9M
Calder Financial LLC 4.84% Reduce -2.5% 24,774 $4.9M
Ironsides Asset Advisors, LLC 1.22% No change 24,820 $4.9M
Wealth Preservation Advisors, LLC 4.04% Reduce -16.9% 24,811 $4.9M
Harbor Asset Planning, Inc. 4.09% Add +4.6% 24,801 $4.9M
Magnolia Capital Advisors LLC 0.96% Reduce -51.0% 24,774 $4.9M
Beaumont Asset Management, L.L.C. 2.18% Reduce -2.3% 24,737 $4.9M
Bank of Nova Scotia 0.01% New 24,570 $4.8M
Wealth Advisory Solutions, LLC 1.07% Add +5.8% 24,551 $4.8M
Money Concepts Capital Corp. 0.27% Reduce -0.5% 24,526 $4.8M
LifeSteps Financial, Inc. 3.03% Reduce -1.6% 24,366 $4.8M
Great Lakes Advisors, LLC 0.04% Reduce -16.7% 24,189 $4.7M
Perryman Financial Advisory Inc. 0.71% Add +1.0% 24,136 $4.7M
Smith, Moore & Co. 0.34% Add +86.9% 24,062 $4.7M
Birchcreek Wealth Management, LLC 2.27% Reduce -0.9% 24,041 $4.7M
Indivisible Partners 0.42% Reduce -1.0% 24,031 $4.7M
Koss-Olinger Consulting, LLC 0.39% Reduce -17.8% 23,896 $4.7M
Glass Jacobson Investment Advisors llc 1.61% Reduce -0.4% 23,868 $4.7M
Main Street Financial Solutions, LLC 0.34% Add +5.2% 23,817 $4.7M
First Financial Bank - Trust Division 0.37% Reduce -3.0% 23,600 $4.6M
Northern Lights Advisors, Inc. 3.11% Add +7.3% 23,417 $4.6M
Culbertson A N & Co. Inc. 0.59% Reduce -2.8% 23,373 $4.6M
Alamar Capital Management, LLC 2.79% Add +8.1% 23,299 $4.6M
Blom & Howell Financial Planning, Inc. 4.49% Reduce -19.3% 23,291 $4.6M
Ritter Daniher Financial Advisory LLC / DE 0.77% Reduce -0.2% 23,207 $4.6M
Trinity Financial Advisors LLC 1.29% Reduce -0.3% 23,155 $4.5M
NorthStar Asset Management LLC 2.19% Add +0.3% 23,102 $4.5M
First Manhattan Co. Llc. 0.01% Reduce -1.3% 23,002 $4.5M
City State Bank 1.16% Add +0.7% 22,832 $4.5M
National Philanthropic Trust 0.05% Add +0.7% 22,832 $4.5M
NORTHSTAR ASSET MANAGEMENT Co 1.01% Add +6.1% 22,825 $4.5M
Csenge Advisory Group 0.20% Add +1.3% 22,783 $4.5M
Sims Investment Management, LLC 1.64% New 22,747 $4.5M
Amicus Financial Advisors, LLC 1.22% Reduce -2.2% 22,630 $4.4M
Wescott Financial Advisory Group, LLC 0.39% Reduce -1.6% 22,550 $4.4M
Hillcrest Wealth Advisors - NY, LLC 1.79% No change 22,500 $4.4M
Waddell & Associates, LLC 0.25% Reduce -1.9% 22,497 $4.4M
Curi Capital, LLC 0.08% Add +0.5% 22,467 $4.4M
Leo Wealth, LLC 0.32% Reduce -8.1% 22,437 $4.4M
MSH Capital Advisors LLC 0.93% Add +36.7% 22,372 $4.4M
Northeast Investment Management 0.18% Add +2.8% 22,354 $4.4M
Redwood Family Wealth LLC 4.30% Add +1.8% 22,330 $4.4M
VeraBank, N.A. 0.80% Reduce -1.0% 22,178 $4.4M
TAGStone Capital, Inc. 1.54% Add +3.5% 22,166 $4.3M
Absolute Capital Management, LLC 1.44% Add +9.0% 22,109 $4.3M
Lodestone Wealth Management LLC 1.71% Reduce -0.7% 22,041 $4.3M
Amara Financial, Llc. 2.98% Reduce -0.1% 22,033 $4.3M
Sonoma Allocations LLC 1.49% Reduce -6.7% 21,828 $4.3M
WBH Advisory Inc. 0.32% Reduce -11.6% 21,895 $4.3M
BKM Wealth Management, LLC 1.57% Add +6.2% 21,894 $4.3M
Wealth Management Resources, Inc. 1.49% Reduce -2.4% 21,826 $4.3M
Hubbell Strickland Wealth Management, LLC 1.71% Add +2.0% 21,815 $4.3M
Paces Ferry Wealth Advisors, LLC 1.78% Add +0.3% 21,737 $4.3M
Carret Asset Management, LLC 0.42% Add +0.4% 21,679 $4.3M
Compass Advisory Group LLC 1.14% Add +2.8% 21,669 $4.3M
Bonfire Financial 3.20% Reduce -7.3% 21,661 $4.2M
Strategic Financial Concepts, LLC 1.05% Add +825.0% 21,636 $4.2M
Carnegie Investment Counsel 0.08% Add +4.3% 21,614 $4.2M
Talon Private Wealth, LLC 0.56% — 21,591 $4.2M
Weitzel Financial Services, Inc. 1.59% Add +1.0% 21,490 $4.2M
Anchor Investment Management, LLC 0.35% Add +6.7% 21,439 $4.2M
Goodman Financial Corp 0.72% Reduce -0.7% 21,423 $4.2M
10Elms LLP 2.90% Add +675.3% 21,405 $4.2M
Hudson Oak Wealth Advisory LLC 3.65% Reduce -0.1% 21,404 $4.2M
Broadleaf Partners, LLC 0.98% Reduce -1.0% 21,396 $4.2M
Belpointe Asset Management LLC 0.15% Add +6.8% 21,355 $4.2M
Seeds Investor LLC 0.57% Reduce -0.4% 20,622 $4.2M
Monument Group Wealth Advisors, LLC 2.30% Reduce -8.0% 21,118 $4.1M
Base Wealth Management LLC 2.32% Reduce -11.9% 21,110 $4.1M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.71% Add +6.5% 21,067 $4.1M
Dorsey & Whitney Trust CO LLC 0.23% Reduce -2.0% 21,008 $4.1M
Glenview Trust Co 0.06% Add +2.5% 20,898 $4.1M
Cascade Wealth Advisors, Inc 1.80% Add +0.6% 19,747 $4.1M
Disciplined Investments, LLC 1.46% Reduce -0.8% 20,730 $4.1M
Chemistry Wealth Management LLC 0.72% Add +5.0% 20,724 $4.1M
Brindle & Bay Financial Advisors, LLC 2.49% Add +48.0% 20,714 $4.1M
Fiduciary Family Office, LLC 1.15% Add +0.3% 20,623 $4.0M
Principle Wealth Partners LLC 0.23% Add +10.5% 20,581 $4.0M
Parsons Capital Management Inc. 0.18% Add +7.7% 20,560 $4.0M
Planwiser Financial, LLC 2.92% Reduce -38.9% 19,931 $4.0M
Tobias Financial Advisors, Inc. 0.56% Reduce -5.2% 20,522 $4.0M
Beacon Financial Advisory LLC 0.91% Reduce -1.0% 20,489 $4.0M
Worth Asset Management, LLC 1.50% Add +1327.7% 20,488 $4.0M
Wilson & Boucher Capital Management, LLC 2.67% Add +4.7% 20,487 $4.0M
Moneco Advisors, LLC 0.31% Reduce -2.6% 20,487 $4.0M
Triune Financial Partners, LLC 0.95% Reduce -0.5% 20,437 $4.0M
GFS Advisors, LLC 0.26% Reduce -0.2% 20,405 $4.0M
Quest 10 Wealth Builders, Inc. 3.50% Reduce -0.4% 20,370 $4.0M
United Bank 1.33% Reduce -3.6% 20,341 $4.0M
Old North State Wealth Management, LLC 1.84% Reduce -11.0% 20,307 $4.0M
MV Capital Management, Inc. 0.39% Reduce -0.4% 20,159 $4.0M
Pioneer Wealth Management Group 1.11% Add +0.1% 20,154 $4.0M
Archvest Wealth Advisors, Inc. 2.55% Add +1.9% 20,126 $3.9M
ERn Financial, LLC 0.74% Reduce -0.0% 20,096 $3.9M
Diversified Trust Co. 0.07% Add +1.1% 20,077 $3.9M
Bryn Mawr Trust Advisors, LLC 0.19% Reduce -1.8% 19,964 $3.9M
Montag A & Associates Inc. 0.18% Reduce -8.9% 19,915 $3.9M
SHP Wealth Management 0.29% Add +23.3% 19,892 $3.9M
Powerhouse Assets LLC 3.39% Add +0.6% 19,866 $3.9M
Quadcap Wealth Management, LLC 0.44% Reduce -5.1% 19,860 $3.9M
Milestone Investment Advisors LLC 0.94% Reduce -0.2% 19,845 $3.9M
Moisand Fitzgerald Tamayo, LLC 0.42% Reduce -5.1% 19,808 $3.9M
Prosperity Consulting Group, LLC 0.17% Reduce -6.0% 19,685 $3.9M
Empower Advisory Group, LLC 0.01% Reduce -21.9% 19,636 $3.9M
Segment Wealth Management, LLC 0.22% Reduce -0.5% 19,500 $3.8M
Evanson Asset Management, LLC 0.20% Reduce -0.7% 19,434 $3.8M
Magnus Financial Group LLC 0.31% Reduce -5.0% 19,418 $3.8M
Prostatis Group LLC 0.97% Reduce -32.1% 19,371 $3.8M
Principal Financial Group Inc. 0.00% Add +7.6% 19,360 $3.8M
Fifth Third Wealth Advisors LLC 0.13% Add +28.9% 19,235 $3.8M
Oath Planning, LLC 3.35% Add +20.2% 19,224 $3.8M
Uptown Financial Advisors LLC 3.03% Add +0.6% 19,098 $3.7M
REDW Wealth LLC 1.49% Add +19.0% 19,048 $3.7M
Ascentis Independent Advisors 0.28% Add +60.0% 18,869 $3.7M
Fourth Dimension Wealth, LLC 1.40% Reduce -15.7% 18,870 $3.7M
Kendall Capital Management 0.76% Add +16.7% 18,869 $3.7M
GC Wealth Management RIA, LLC 0.15% Add +8.8% 18,836 $3.7M
DT Investment Partners, LLC 0.31% Reduce -6.0% 18,830 $3.7M
Hexagon Capital Partners LLC 0.54% Reduce -3.6% 18,801 $3.7M
Insight Advisors, LLC/ PA 0.70% Reduce -1.4% 18,793 $3.7M
Blueprint Investment Partners LLC 0.37% Reduce -25.4% 18,695 $3.7M
Tacita Capital Inc 2.17% Reduce -2.6% 18,659 $3.7M
Sheets Smith Wealth Management 0.41% No change 18,637 $3.7M
NWF Advisory Services Inc. 0.41% Reduce -2.9% 18,586 $3.6M
JFS Wealth Advisors, LLC 0.20% Reduce -0.1% 18,380 $3.6M
Archford Capital Strategies, LLC 0.41% Reduce -16.7% 18,378 $3.6M
Private Trust Co. NA 0.32% Reduce -0.4% 18,305 $3.6M
Francis Financial, Inc. 0.67% Reduce -5.3% 18,286 $3.6M
Aptus Capital Advisors, LLC 0.03% Add +8.5% 18,221 $3.6M
Prospera Capital Management, LLC 1.79% Add +5.4% 18,197 $3.6M
Prosperity Planning, Inc. 1.28% Reduce -2.4% 18,152 $3.6M
Net Worth Advisory Group 0.74% Add +9.7% 18,149 $3.6M
Stonebridge Financial Group, LLC / MO 2.98% Reduce -0.0% 17,997 $3.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.17% Add +10.0% 17,295 $3.5M
Kraft, Davis & Associates, LLC 0.75% Add +17.3% 16,986 $3.5M
LongView Wealth Management 0.88% Reduce -3.5% 17,257 $3.5M
Cloud Capital Management, LLC 1.52% Add +6.7% 17,806 $3.5M
Capital Investment Advisors, LLC 0.05% Reduce -1.7% 17,783 $3.5M
SwitchPoint Financial Planning, LLC 2.35% Add +0.1% 17,683 $3.5M
Greystone Financial Group, LLC 0.98% Reduce -48.0% 17,660 $3.5M
Tableaux LLC 1.68% Add +762.9% 17,638 $3.5M
Tocqueville Asset Management L.P. 0.05% Add +8.5% 17,603 $3.5M
Dickmeyer Boyce Financial Management, Inc. 2.02% — 17,515 $3.4M
WoodTrust Financial Corp 0.44% Reduce -13.9% 17,379 $3.4M
Ironwood Financial, llc 0.60% Add +14.6% 17,377 $3.4M
Rockbridge Investment Management, LCC 0.31% Add +27.0% 17,370 $3.4M
XY Planning Network, Inc. 0.54% Add +23.9% 17,325 $3.4M
Sawgrass Asset Management LLC 0.51% Reduce -0.1% 17,336 $3.4M
Silver Oak Securities, Incorporated 0.25% Add +2.2% 17,317 $3.4M
Mayflower Financial Advisors, LLC 0.41% Reduce -6.8% 17,281 $3.4M
Keybank National Association 0.01% Reduce -5.3% 17,260 $3.4M
Syon Capital LLC 0.17% Reduce -3.9% 17,255 $3.4M
PFG Investments, LLC 0.16% Reduce -1.5% 17,034 $3.3M
Wilmington Savings Fund Society, FSB 0.08% Reduce -2.3% 16,987 $3.3M
Simplicity Wealth,LLC 0.19% Add +3.9% 16,955 $3.3M
Gibraltar Capital Management, Inc. 0.57% Add +2.3% 16,950 $3.3M
Allegheny Financial Group 0.45% Add +10.8% 16,841 $3.3M
First Bancorp, Inc 1.64% Add +26.1% 16,804 $3.3M
CWA Asset Management Group, LLC 0.11% Reduce -0.5% 16,800 $3.3M
Sovran Advisors, LLC 0.26% Add +1.0% 15,875 $3.3M
Crestwood Advisors Group, LLC 0.06% Reduce -2.3% 16,649 $3.3M
Donalies Financial Planning, LLC 2.78% Reduce -0.8% 16,623 $3.3M
SageView Advisory Group, LLC 0.12% Reduce -12.2% 16,613 $3.3M
GenWealth Group, Inc. 0.56% Add +17.0% 16,586 $3.3M
Raffa Wealth Management, LLC 0.51% Add +727.9% 16,583 $3.3M
Infinity Wealth Counsel, LLC 2.96% Add +1.7% 16,441 $3.2M
AdvisorNet Financial, Inc 0.17% Reduce -2.1% 16,432 $3.2M
Capstone Investment Advisors, LLC 0.04% New 16,401 $3.2M
Thoroughbred Financial Services, LLC 0.19% Add +3.2% 16,400 $3.2M
Keyvantage Wealth, LLC 1.42% Reduce -1.7% 16,377 $3.2M
Stage Harbor Financial, LLC 2.11% Add +1.3% 16,214 $3.2M
Summit Wealth & Retirement Planning, Inc. 0.76% Add +11.5% 16,164 $3.2M
Silverlake Wealth Management LLC 0.67% Add +292.0% 16,161 $3.2M
Hilltop National Bank 0.75% Add +0.3% 16,160 $3.2M
Salomon & Ludwin, LLC 0.28% Reduce -1.5% 16,080 $3.2M
Advisory Alpha, LLC 0.09% Add +10.3% 16,131 $3.2M
Pillar Financial Advisors, LLC 1.84% Reduce -2.0% 16,059 $3.2M
Accretive Wealth Partners, LLC 0.88% Add +784.3% 15,944 $3.1M
Atlantic Union Bankshares Corp 0.06% Add +0.1% 15,938 $3.1M
L.K. Benson & Company, P.C. 1.03% Reduce -2.4% 15,932 $3.1M
Strategic Financial Partners, Ltd. 1.34% Reduce -16.2% 15,818 $3.1M
GHP Investment Advisors, Inc. 0.13% Add +30.5% 15,812 $3.1M
Livet Wealth, LLC 1.97% Reduce -30.3% 15,788 $3.1M
SeaCrest Wealth Management, LLC 0.33% Reduce -3.5% 15,778 $3.1M
Smith Partners Wealth Management, LLC 2.77% Reduce -6.5% 15,777 $3.1M
Kelman-Lazarov, Inc. 0.44% Add +1.6% 15,777 $3.1M
North Star Investment Management Corp. 0.19% Add +6.2% 15,751 $3.1M
DMKC Advisory Services, LLC 1.29% Add +58.9% 15,739 $3.1M
Private Wealth Asset Management, LLC 0.33% Reduce -6.5% 15,656 $3.1M
West Bancorporation Inc. 1.53% Add +2.5% 15,650 $3.1M
Johnson Financial Group, Inc. 0.11% Reduce -1.2% 15,574 $3.1M
StoneX Group Inc. 0.16% Reduce -5.3% 15,594 $3.1M
Weaver Consulting Group 0.73% Add +47.3% 15,516 $3.0M
Taylor Financial Group, Inc. 1.84% Reduce -0.8% 15,514 $3.0M
Adkins Seale Capital Management LLC 3.00% Add +22.0% 15,505 $3.0M
Zinnia Wealth Advisory, LLC 3.40% Add +24.9% 15,478 $3.0M
Aspen Grove Capital, LLC 0.59% Add +0.2% 15,425 $3.0M
Gilliland Jeter Wealth Management LLC 0.90% No change 15,402 $3.0M
Parkside Financial Bank & Trust 0.23% Add +3.4% 15,385 $3.0M
Kennicott Capital Management LLC 1.64% Reduce -12.7% 15,343 $3.0M
PCM Encore, LLC 0.62% Add +34.1% 15,255 $3.0M
New Wave Wealth Advisors LLC 1.05% Add +144.1% 15,236 $3.0M
High Net Worth Advisory Group LLC 0.69% Add +3.0% 15,166 $3.0M
Veridan Wealth LLC 1.12% Add +0.6% 15,110 $3.0M
Forza Wealth Management, LLC 1.03% Add +7.4% 15,037 $3.0M
Howard Wealth Management, LLC 1.24% Reduce -0.0% 15,021 $2.9M
FDx Advisors, Inc. 0.94% Reduce -2.5% 14,950 $2.9M
Liberty Wealth Management LLC 0.37% Add +4.9% 14,893 $2.9M
GAMMA Investing LLC 0.14% Add +2.9% 14,912 $2.9M
MOKAN Wealth Management Inc. 1.29% Reduce -26.0% 14,860 $2.9M
K2 Financial Inc. 2.11% Add +3.5% 14,330 $2.9M
Northwest Wealth Management, LLC 0.43% Reduce -2.1% 14,680 $2.9M
Global Wealth Management Investment Advisory, Inc. 0.45% Reduce -5.2% 14,673 $2.9M
Vista Investment Partners Ii, LLC 1.29% New 14,631 $2.9M
XML Financial, LLC 0.23% Reduce -2.2% 14,631 $2.9M
Hurlow Wealth Management Group, Inc. 0.68% Add +9.5% 14,622 $2.9M
Centaurus Financial, Inc. 0.14% Add +8.5% 14,583 $2.9M
Angeles Investment Advisors, LLC 0.19% Reduce -20.6% 14,571 $2.9M
Strategic Financial Group, LLC 2.94% — 14,544 $2.9M
Genesis Financial Group, LLC 1.91% Add +0.2% 14,496 $2.8M
Webster Bank, N. A. 0.27% Add +10.5% 14,492 $2.8M
Jacobi Capital Management LLC 0.16% Reduce -0.2% 14,439 $2.8M
Midwest Capital Advisors, LLC 1.32% Add +1.2% 14,400 $2.8M
LRI Investments, LLC 0.25% Add +0.4% 14,392 $2.8M
Harmony Asset Management LLC 0.86% Add +3.7% 14,338 $2.8M
Welch & Forbes LLC 0.04% No change 14,336 $2.8M
Kitching Partners, LLC 2.59% Reduce -14.6% 14,331 $2.8M
Geneos Wealth Management Inc. 0.06% Reduce -10.3% 14,258 $2.8M
Princeton Global Asset Management LLC 0.46% Add +56.8% 14,239 $2.8M
Sterling Group Wealth Management, LLC 1.31% Reduce -1.1% 14,148 $2.8M
SlateStone Wealth, LLC 0.23% Reduce -0.8% 14,139 $2.8M
Theory Financial LLC 0.97% Add +46.5% 14,108 $2.8M
McCartney Wealth Management LLC 2.33% Reduce -0.6% 14,101 $2.8M
Alta Wealth Advisors LLC 0.90% Add +4.4% 14,087 $2.8M
Integrity Advisory Solutions, LLC 0.36% Add +6.3% 14,078 $2.8M
Serenity Investment Advisors 1.28% Reduce -23.9% 12,967 $2.7M
MOR Wealth Management, LLC 1.25% Reduce -0.3% 13,937 $2.7M
Shepherd Financial Partners LLC 0.26% Add +0.0% 13,806 $2.7M
United Bank 0.34% Reduce -16.7% 13,701 $2.7M
Wise Wealth Partners 3.63% Add +5.3% 13,660 $2.7M
Cardinal Point Capital Management ULC 0.16% Add +575.7% 13,622 $2.7M
WCG Wealth Advisors LLC 0.07% New 13,553 $2.7M
Signal Advisors Wealth, LLC 0.18% Add +15.0% 13,551 $2.7M
Tme Financial, Inc. 1.84% Add +3.5% 13,540 $2.7M
Nikulski Financial, Inc. 0.66% Reduce -21.7% 13,537 $2.7M
Vilga Financial Planning LLC 2.37% New 13,529 $2.7M
GM Advisory Group, LLC 0.10% Reduce -5.9% 13,521 $2.7M
Ade, LLC 1.27% Reduce -2.7% 13,515 $2.7M
Flputnam Investment Management Co. 0.04% Reduce -1.3% 13,509 $2.7M
Marotta Asset Management 0.49% Reduce -10.3% 13,475 $2.7M
AIMZ Investment Advisors, LLC 0.82% Reduce -6.3% 13,488 $2.6M
49 Wealth Management, LLC 0.20% Reduce -96.3% 13,471 $2.6M
Barnes Pettey Financial Advisors, LLC 1.15% Add +7.5% 13,459 $2.6M
Evansbrook LLC 1.76% Add +22.0% 13,444 $2.6M
Walter & Keenan Wealth Management LLC /in/ 0.74% Reduce -16.1% 13,420 $2.6M
Sfam, LLC 2.43% Reduce -0.7% 13,358 $2.6M
Obsidian Cio, LLC 2.35% Add +19.9% 13,356 $2.6M
St Germain D J Co. Inc. 0.10% Add +1.4% 13,345 $2.6M
Tradition Wealth Management, LLC 0.19% Add +3.5% 13,331 $2.6M
Meeder Advisory Services, Inc. 0.11% Reduce -9.6% 13,309 $2.6M
Avalon Capital Management 0.74% Add +26.2% 13,298 $2.6M
Opus Financial Solutions LLC 2.45% Add +15.2% 13,274 $2.6M
Narus Financial Partners, LLC 0.68% Reduce -1.3% 13,264 $2.6M
Alpine Bank Wealth Management 0.38% No change 13,220 $2.6M
Asset Dedication, LLC 0.18% Add +0.3% 13,167 $2.6M
Atlas Brown,Inc. 0.78% Reduce -1.2% 13,144 $2.6M
Plancorp, LLC 0.07% Reduce -2.0% 12,773 $2.6M
True Link Financial Advisors, LLC 0.16% Reduce -1.1% 13,105 $2.6M
Global Trust Wealth Management LLC 1.93% Reduce -5.6% 13,020 $2.6M
Ehrenkranz Partners L.P. 2.02% Add +0.1% 13,012 $2.6M
NorthRock Partners, LLC 0.04% Add +145.1% 12,994 $2.5M
American Institute for Advanced Investment Management, LLP 1.65% Add +7.8% 12,945 $2.5M
Keel Point, LLC 0.17% Add +0.4% 12,923 $2.5M
Balefire, LLC 0.48% Add +0.4% 12,892 $2.5M
Fiduciary Trust Co 0.03% Add +7.1% 12,862 $2.5M
Capital Squared Financial LLC 1.93% Add +11.3% 12,854 $2.5M
Pacific Capital Wealth Advisors, Inc. 0.42% Add +93.6% 12,847 $2.5M
Medallion Wealth Advisors, LLC 0.82% Reduce -2.8% 12,831 $2.5M
Allspring Global Investments Holdings, LLC 0.00% Add +11.3% 12,757 $2.5M
Zions Bancorporation, National Association 0.16% No change 12,764 $2.5M
Fermata Advisors, LLC 0.56% Add +1.0% 12,760 $2.5M
Arbor Investment Advisors, LLC 0.33% Reduce -2.4% 12,734 $2.5M
Next Level Private LLC 0.56% Add +0.4% 12,706 $2.5M
RCS Financial Planning, LLC 1.29% Add +16.7% 12,703 $2.5M
Lavaca Capital LLC 0.46% Reduce -14.8% 12,700 $2.5M
SOA Wealth Advisors, LLC. 0.47% Add +2.6% 12,645 $2.5M
Probity Advisors, Inc. 0.39% Add +0.9% 12,533 $2.5M
Y-Intercept (Hong Kong) Ltd 0.05% New 12,525 $2.5M
Precision Wealth Strategies, LLC 0.81% Reduce -15.3% 12,472 $2.4M
RTD Financial Advisors, Inc. 0.30% Add +3.3% 12,464 $2.4M
Fortitude Advisory Group L.L.C. 1.10% Add +15.6% 12,457 $2.4M
Sageworth Trust Co of South Dakota 1.93% Reduce -11.3% 12,428 $2.4M
SHUTTLEWORTH & Co 2.20% Add +11.7% 12,411 $2.4M
RiverFront Investment Group, LLC 0.04% Add +34.4% 12,411 $2.4M
Peapack Gladstone Financial Corp. 0.03% Add +0.6% 12,345 $2.4M
Nalls Sherbakoff Group, LLC 1.78% Reduce -2.2% 12,340 $2.4M
Acorn Wealth Advisors, LLC 0.70% Add +1.9% 12,266 $2.4M
Strive Financial Group ,LLC 1.28% Add +9.5% 12,261 $2.4M
One Day In July LLC 0.19% No change 12,261 $2.4M
Verus Capital Partners, LLC 0.17% Add +7.3% 12,259 $2.4M
Paragon Private Wealth Management, LLC 0.74% Add +13.3% 12,132 $2.4M
Beaird Harris Wealth Management, LLC 0.16% Reduce -3.2% 12,119 $2.4M
SteelPeak Wealth, LLC 0.07% Reduce -0.2% 12,067 $2.4M
Stone Loft Wealth Management LLC 1.69% Add +19.9% 12,066 $2.4M
Freestone Capital Holdings, LLC 0.07% Reduce -7.4% 11,959 $2.3M
Asempa Wealth Advisors 2.04% Reduce -4.0% 11,922 $2.3M
Klingman & Associates, LLC 0.11% Reduce -12.7% 11,876 $2.3M
Topsail Wealth Management, LLC 0.34% Reduce -0.0% 11,734 $2.3M
Fisher Asset Management 0.00% Add +33.8% 11,724 $2.3M
Becker Capital Management Inc. 0.07% Reduce -0.1% 11,697 $2.3M
Keebeck Wealth Management 0.26% Reduce -23.7% 11,671 $2.3M
Transamerica Financial Advisors, LLC 0.19% Add +95.4% 11,624 $2.3M
McMill Wealth Management 0.61% No change 11,618 $2.3M
Choate Investment Advisors 0.04% Add +1.5% 11,599 $2.3M
Integrated Wealth Management 2.60% Reduce -0.6% 11,562 $2.3M
PDS Planning, Inc 0.15% Reduce -1.6% 11,544 $2.3M
Richmond Investment Services, LLC 0.36% Add +2.4% 11,500 $2.3M
Intelligence Driven Advisers, LLC 0.39% Reduce -2.2% 11,393 $2.2M
Larson Financial Group LLC 0.07% Add +0.5% 11,393 $2.2M
Cordgrass Capital Advisors, LLC 0.52% Add +125.0% 11,374 $2.2M
Hanover Advisors Inc. 0.91% Add +1.9% 11,357 $2.2M
Center for Financial Planning, Inc. 0.23% Reduce -1.3% 11,342 $2.2M
Allstreet Capital Advisors LLC 1.64% Reduce -2.9% 11,323 $2.2M
Evergreen Wealth Management, LLC 1.15% Add +0.1% 11,312 $2.2M
Evermay Wealth Management LLC 0.25% Reduce -1.5% 11,289 $2.2M
Everest Private Wealth 1.12% Add +0.6% 11,287 $2.2M
Gradient Capital Advisors, LLC 0.57% Add +2.5% 11,267 $2.2M
Regal Investment Advisors LLC 0.13% Reduce -4.8% 11,266 $2.2M
Cambria Investment Management, L.P. 0.12% Reduce -14.9% 11,262 $2.2M
Camarda Financial Advisors, LLC 1.16% Add +1.4% 11,249 $2.2M
Institute for Wealth Management, LLC. 0.24% Add +13.6% 11,207 $2.2M
Riverchase Wealth Management, LLC 1.14% No change 11,180 $2.2M
Laurel Oak Wealth Management, LLC 0.37% Reduce -3.9% 11,154 $2.2M
Russell Investments Group, Ltd. 0.00% Add +3.8% 11,124 $2.2M
HSBC Holdings PLC 0.00% New 11,097 $2.2M
Nixon Peabody Trust Co. 0.17% Add +2.1% 11,093 $2.2M
Benningfield Financial Advisors, LLC 1.72% Reduce -2.4% 11,083 $2.2M
MilWealth Group LLC 0.52% Reduce -4.0% 11,065 $2.2M
Vertrix Wealth Management, LLC 0.80% — 11,060 $2.2M
Balboa Wealth Partners 0.36% Reduce -5.5% 11,060 $2.2M
VestGen Investment Management 1.19% Reduce -36.2% 11,030 $2.2M
Keating Financial Advisory Services, Inc. 0.35% Reduce -13.0% 11,023 $2.2M
Signal Tree Financial Partners LLC 1.63% Reduce -4.1% 10,999 $2.2M
AlTi Global, Inc. 0.05% Add +0.0% 10,975 $2.2M
Leavell Investment Management, Inc. 0.09% Add +3.5% 10,969 $2.2M
Verum Partners LLC 0.41% Add +0.4% 10,921 $2.1M
North Star Asset Management Inc. 0.09% Reduce -2.7% 10,822 $2.1M
Colonial Trust Co / SC 0.29% Add +32.7% 10,770 $2.1M
Apeiron RIA LLC 0.49% Reduce -3.0% 10,750 $2.1M
Cooke Wealth Management, LLC 1.86% Add +3.5% 10,679 $2.1M
55 North Private Wealth, LLC 0.54% Reduce -2.0% 10,678 $2.1M
Pinnacle Financial Group, LLC / IL 0.57% Add +22.0% 10,670 $2.1M
RCW Management, LLC 2.14% Add +2.4% 10,651 $2.1M
Bernardo Wealth Planning LLC 0.41% Reduce -1.1% 10,632 $2.1M
PAX Financial Group, LLC 0.36% Add +217.2% 10,615 $2.1M
Evolve Private Wealth, LLC 0.11% New 10,603 $2.1M
Cookson Peirce & Co. Inc. 0.09% Reduce -18.1% 10,591 $2.1M
rebel Financial LLC 0.89% Reduce -1.8% 10,510 $2.1M
Lynch Investment Planning, LLC 1.85% Add +42.4% 10,478 $2.1M
Bison Wealth, LLC 0.20% Add +4.8% 9,864 $2.1M
Edgestream Partners, L.P. 0.07% Reduce -15.5% 10,472 $2.1M
FFT Wealth Management LLC 0.37% Add +1.1% 10,434 $2.0M
Wiser Advisor Group LLC 2.47% Reduce -1.6% 10,432 $2.0M
Covenant Asset Management, LLC 0.42% Reduce -1.2% 10,428 $2.0M
First Trust Advisors LP 0.00% Add +14.1% 10,394 $2.0M
McClarren Financial Advisors, Inc. 1.20% Add +53.7% 10,353 $2.0M
Patriot Investment Management Group, Inc. 0.13% Add +0.3% 10,328 $2.0M
Pekin Hardy Strauss, Inc. 0.21% Add +3.3% 10,325 $2.0M
Wick Capital Partners, LLC 0.37% Reduce -12.1% 10,380 $2.0M
Blodgett Wealth Advisors, LLC 1.60% Add +0.1% 10,298 $2.0M
Hilltop Holdings Inc. 0.18% Reduce -49.4% 10,295 $2.0M
Jackson Hole Capital Partners, LLC 0.33% No change 10,263 $2.0M
Brown Brothers Harriman & Co. 0.01% Reduce -0.2% 10,240 $2.0M
McKinley Carter Wealth Services, Inc. 0.12% Reduce -1.1% 10,179 $2.0M
Hartford Funds Management Co LLC 0.17% Add +182.9% 10,173 $2.0M
Sagace Wealth Management LLC 1.35% Reduce -9.9% 10,135 $2.0M
Crews Bank & Trust 0.29% Add +1.5% 10,124 $2.0M
Planning Directions Inc. 1.00% Add +10.2% 10,110 $2.0M
Circle Wealth Management, LLC 0.03% No change 10,101 $2.0M
Guardsman Private Capital Management, Inc. 1.55% Reduce -27.9% 10,088 $2.0M
BOS Asset Management, LLC 0.51% Add +4.6% 10,040 $2.0M
Squire Investment Management Company, LLC 0.55% Add +8.7% 10,038 $2.0M
Confluence Wealth Services, Inc. 0.08% Reduce -6.0% 10,032 $2.0M
Millington Financial Advisors, LLC 0.83% Add +0.7% 9,668 $2.0M
Deutsche Bank AG 0.00% Reduce -8.1% 10,023 $2.0M
Capital Asset Advisory Services LLC 0.08% Reduce -7.0% 9,622 $2.0M
Daymark Wealth Partners, LLC 0.06% Add +10.7% 9,949 $2.0M
Truepoint, Inc. 0.04% Add +0.1% 9,941 $2.0M
North Ridge Wealth Advisors, Inc. 1.10% No change 9,933 $1.9M
WASHINGTON TRUST Co 0.07% Reduce -5.5% 9,870 $1.9M
Stonehearth Capital Management, LLC 0.76% Reduce -10.4% 9,797 $1.9M
Greenspring Advisors, LLC 0.12% Reduce -9.2% 9,789 $1.9M
Montecito Bank & Trust 0.32% Add +5.4% 9,786 $1.9M
WealthTrak Capital Management LLC 1.37% Reduce -20.2% 9,775 $1.9M
Tritonpoint Wealth, LLC 0.21% Add +3.0% 9,774 $1.9M
CDKV Holdings LLC 1.68% Add +9.3% 9,752 $1.9M
Seek First Inc. 1.34% Reduce -0.4% 9,719 $1.9M
Sonoma Private Wealth LLC 2.34% Add +8.9% 9,681 $1.9M
Ashton Thomas Securities, LLC 0.24% Reduce -8.3% 9,667 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -0.3% 9,666 $1.9M
Leonard Rickey Investment Advisors P.L.L.C. 0.33% Reduce -2.4% 9,612 $1.9M
International Assets Investment Management, LLC 0.13% Add +9.0% 9,553 $1.9M
SBI Securities Co., Ltd. 0.05% Add +9.4% 9,566 $1.9M
Greenleaf Trust 0.02% Reduce -16.3% 9,538 $1.9M
Integrated Advisors Network LLC 0.10% Reduce -0.7% 9,537 $1.9M
Rollins Financial Advisors, LLC 0.30% Reduce -0.9% 9,530 $1.9M
Disciplined Investors, L.L.C. 1.11% Add +0.5% 9,502 $1.9M
Key Financial Inc 0.33% Reduce -1.7% 9,440 $1.9M
Kestra Investment Management, LLC 0.03% Reduce -27.3% 9,433 $1.9M
Tillman Hartley LLC 0.46% Reduce -5.0% 9,403 $1.8M
Quadrant Capital Group LLC 0.06% Reduce -0.3% 9,372 $1.8M
Stokes Family Office, LLC 0.19% Add +0.6% 9,369 $1.8M
Galvin, Gaustad & Stein, LLC 0.15% Add +18.3% 9,311 $1.8M
Salus Financial Advisors, LLC 1.06% Reduce -3.0% 9,306 $1.8M
Rossby Financial, LCC 0.38% Add +558.4% 9,250 $1.8M
Investors Portfolio Services LLC 1.69% Reduce -4.9% 9,272 $1.8M
Bay Capital Advisors, LLC 1.12% Reduce -1.4% 9,252 $1.8M
Capital Group Private Client Services, Inc. 0.03% Add +134.7% 9,225 $1.8M
Canvas Wealth Advisors, LLC 0.31% Add +3.2% 9,185 $1.8M
Parsonex Advisory Services, Inc. 1.76% Reduce -11.8% 9,179 $1.8M
Level Wealth Management LLC 0.84% Add +38.9% 9,110 $1.8M
American Trust 0.16% Add +2.4% 9,093 $1.8M
Victory Financial Group, LLC 0.22% Add +22.4% 9,089 $1.8M
Pine Harbor Wealth Management, LLC 0.53% Add +18.9% 9,078 $1.8M
Fiduciary Alliance LLC 0.11% Add +2.7% 8,812 $1.8M
Sandy Cove Advisors, LLC 0.53% No change 9,069 $1.8M
Scotia Capital Inc. 0.01% Reduce -3.8% 9,057 $1.8M
Clark Capital Management Group, Inc. 0.01% Reduce -29.9% 9,026 $1.8M
Hegarty Advisors, LLC 1.39% Reduce -1.3% 8,954 $1.8M
Pension & Wealth Management Advisors, Inc. 0.52% Add +7.3% 8,934 $1.8M
Orcam Financial Group 1.24% Add +6.5% 8,925 $1.8M
Roffman Miller Associates Inc. 0.10% Reduce -2.4% 8,906 $1.7M
Iowa State Bank 0.32% No change 8,891 $1.7M
Asset Advisory Group, Inc. 0.87% Add +47.9% 8,866 $1.7M
Asset One Wealth Management LLC 0.19% Add +18.8% 8,563 $1.7M
HORAN Wealth, LLC 0.17% New 9,088 $1.7M
Atlas Legacy Advisors, LLC 0.32% Reduce -10.0% 8,849 $1.7M
Range Advisory, LLC 0.32% Add +31.3% 8,830 $1.7M
Fjell Capital, LLC 1.33% Reduce -24.4% 8,817 $1.7M
J. Goldman & Co LP 0.08% New 8,754 $1.7M
Arbor Wealth Management LLC\AZ 1.69% Add +3.4% 8,717 $1.7M
Retirement Guys Formula LLC 0.79% Add +0.9% 9,055 $1.7M
MidAtlantic Capital Management, Inc. 1.18% Add +4.7% 8,686 $1.7M
Keystone Wealth Services, LLC 0.36% Add +1.2% 8,633 $1.7M
Beese Fulmer Investment Management, Inc. 0.11% Add +19.9% 8,704 $1.7M
BLVD Private Wealth, LLC 1.47% Add +17.5% 8,595 $1.7M
Lifeworks Advisors, LLC 0.22% Reduce -12.8% 8,583 $1.7M
Astra Wealth Partners LLC 1.05% Reduce -1.2% 8,517 $1.7M
Curated Wealth Partners LLC 0.21% Add +0.0% 8,514 $1.7M
Davis R M Inc. 0.03% Reduce -3.1% 8,471 $1.7M
Legacy Capital Wealth Partners, LLC 0.34% Reduce -0.2% 8,414 $1.7M
Gerber Kawasaki Wealth & Investment Management 0.05% Reduce -0.7% 8,411 $1.7M
Flywheel Private Wealth LLC 0.94% Add +0.1% 8,400 $1.6M
Wingate Wealth Advisors, Inc. 0.88% Reduce -0.1% 8,388 $1.6M
Alpha Zero LLC 0.83% Reduce -6.6% 8,373 $1.6M
Wolff Financial Management LLC 0.36% Add +0.7% 8,348 $1.6M
Caldwell Trust Co 0.15% Reduce -4.5% 8,346 $1.6M
Bridges Investment Management Inc. 0.02% Reduce -15.4% 8,316 $1.6M
Daybright Advisory Services, Inc. 0.45% Add +6.2% 8,270 $1.6M
Summit Financial Wealth Advisors, LLC 0.23% Reduce -1.9% 8,247 $1.6M
Spartan Wealth Advisory Services LLC 0.14% — 8,244 $1.6M
BBR Partners, LLC 0.09% Add +1.8% 8,241 $1.6M
Michels Family Financial, LLC 1.17% Reduce -1.5% 8,234 $1.6M
Allied Investment Advisors, LLC 0.23% Add +8.1% 8,218 $1.6M
Embree Financial Group 0.19% Add +0.2% 8,209 $1.6M
RS Crum Inc. 0.31% No change 8,200 $1.6M
Wesbanco Bank Inc. 0.04% Reduce -1.9% 8,200 $1.6M
Englebert Financial Advisers, LLC 1.82% Add +40.1% 8,173 $1.6M
Soltis Investment Advisors LLC 0.10% Reduce -4.2% 8,156 $1.6M
Badgley Phelps Wealth Managers, LLC 0.03% Reduce -11.5% 8,156 $1.6M
TRUE Private Wealth Advisors 0.15% Add +18.5% 8,132 $1.6M
Columbus Macro, LLC 0.17% Add +0.5% 8,126 $1.6M
Causey Wealth LLC 0.67% Reduce -4.4% 8,076 $1.6M
New England Private Wealth Advisors LLC 0.18% Add +0.2% 8,070 $1.6M
Brand Asset Management Group, Inc. 0.41% Add +219.4% 8,068 $1.6M
Summit Financial Strategies, Inc. 0.12% Reduce -12.6% 8,043 $1.6M
Maseco LLP 0.05% Reduce -0.1% 8,040 $1.6M
Synergy Investment Management, LLC 0.52% Add +1.2% 8,029 $1.6M
Legacy Advisors, LLC 0.18% Add +16.1% 7,979 $1.6M
Ethos Financial Group, LLC 0.11% Add +141.8% 7,996 $1.6M
Advocate Group LLC 0.24% Add +0.1% 7,960 $1.6M
Tennessee Valley Asset Management Partners 0.21% Add +0.7% 7,944 $1.6M
Proactive Wealth Strategies LLC 0.29% Add +312.9% 7,928 $1.6M
Taylor Hoffman Capital Management LLC 0.48% Reduce -1.0% 7,896 $1.5M
4Thought Financial Group Inc. 0.77% Reduce -11.3% 7,891 $1.5M
Destiny Wealth Partners, LLC 0.17% Reduce -3.6% 7,891 $1.5M
Summit Investment Advisory Services, LLC 0.57% Add +0.2% 7,872 $1.5M
Helium Advisors LLC 1.47% Add +1.2% 7,846 $1.5M
Keb Asset Management, LLC 0.29% Add +0.1% 7,818 $1.5M
Cozad Asset Management Inc. 0.12% Add +0.1% 7,799 $1.5M
Forum Financial Management, LP 0.02% Add +13.0% 7,796 $1.5M
PGIM Custom Harvest LLC 0.02% Reduce -0.1% 7,786 $1.5M
Hopwood Financial Services, Inc. 1.03% Reduce -3.5% 7,776 $1.5M
RDA Financial Network 0.38% Reduce -0.2% 7,773 $1.5M
Walkner Condon Financial Advisors LLC 0.20% Add +9.2% 7,761 $1.5M
Charis Legacy Partners, LLC 2.22% Reduce -6.2% 7,739 $1.5M
Archer Investment Management, LLC 0.64% Add +173.0% 7,725 $1.5M
Evolution Wealth Advisors, LLC 0.15% Add +9.8% 7,697 $1.5M
Index Fund Advisors, Inc. 0.07% Add +0.3% 7,689 $1.5M
Graney & King, LLC 0.81% No change 7,679 $1.5M
Capital Management Associates, Inc 0.34% Add +0.1% 7,660 $1.5M
CFS Investment Advisory Services, LLC 0.10% Reduce -3.5% 7,345 $1.5M
Financial Perspectives, Inc 0.42% Add +1.5% 7,582 $1.5M
Clearwave Capital, LLC 1.02% Add +0.1% 7,567 $1.5M
Chatham Capital Group, Inc. 0.22% Add +2.4% 7,563 $1.5M
BridgePort Financial Solutions, LLC 0.42% Add +37.4% 7,555 $1.5M
May Hill Capital, LLC 0.37% Add +0.1% 7,547 $1.5M
Baker Boyer National Bank 0.44% No change 7,547 $1.5M
Community Trust & Investment Co. 0.08% No change 7,530 $1.5M
Geneva Partners, LLC 0.71% New 7,504 $1.5M
Obermeyer Wealth Partners 0.07% Add +6.1% 7,477 $1.5M
Amplius Wealth Advisors, LLC 0.12% Add +4.6% 7,462 $1.5M
Strathmore Capital Advisors, Inc. 0.41% Add +31.4% 7,120 $1.4M
Mission Creek Capital Partners, Inc. 0.29% Add +1.8% 7,339 $1.4M
Graetz Wealth LLC 1.28% Add +50.0% 7,312 $1.4M
Geometric Wealth Advisors 0.18% Add +5.4% 7,307 $1.4M
Founders Financial Alliance, LLC 0.26% Add +0.2% 7,290 $1.4M
MTM Investment Management, LLC 0.45% Add +0.4% 7,267 $1.4M
Freedom Financial Partners LLC 0.51% Add +0.3% 7,239 $1.4M
Alteri Wealth LLC 0.46% Add +2.9% 7,232 $1.4M
Maripau Wealth Management LLC 0.62% Add +4.2% 7,228 $1.4M
Camelot Portfolios, LLC 1.06% Reduce -22.9% 7,215 $1.4M
Rockwood Wealth Management, LLC 0.10% Add +1.3% 7,131 $1.4M
World Equity Group, Inc. 0.36% Reduce -18.5% 7,128 $1.4M
WNY Asset Management, LLC 0.14% — 7,059 $1.4M
Journey Advisory Group, LLC 0.12% Reduce -1.2% 7,044 $1.4M
Colorado Capital Management, Inc. 0.51% Reduce -0.8% 7,030 $1.4M
Ted Buchan & Co 0.50% Reduce -4.3% 7,016 $1.4M
SIMA Wealth Partners, LLC 1.05% Reduce -18.6% 7,016 $1.4M
Wealth Enhancement Trust Services, Inc. 0.17% Reduce -1.5% 7,000 $1.4M
Fairscale Capital, LLC 0.95% Add +39.8% 6,978 $1.4M
Cohen Investment Advisors LLC 0.65% Add +7.2% 6,973 $1.4M
Haverford Trust Co 0.01% Reduce -24.3% 6,963 $1.4M
Essex LLC 0.24% Add +0.5% 6,961 $1.4M
Wealth Alliance, LLC 0.13% Reduce -10.6% 6,949 $1.4M
KLCM Advisors, Inc. 0.12% Add +2.1% 6,943 $1.4M
Liberty Square Wealth Partners LLC 0.38% Add +7.2% 6,938 $1.4M
Ponta Wealth Partners, LLC 1.09% No change 6,936 $1.4M
Burns J W & Co. Inc. 0.16% Add +0.7% 6,904 $1.4M
Procyon Advisors, LLC 0.07% Reduce -40.7% 6,901 $1.4M
AMG National Trust Bank 0.03% Add +14.4% 6,887 $1.4M
Gladwyn Financial Advisors, Inc. 0.94% Reduce -1.2% 6,859 $1.3M
Crescent Grove Advisors, LLC 0.13% Add +11.4% 6,853 $1.3M
CRA Financial Services, LLC 0.17% Reduce -21.6% 6,851 $1.3M
Clarity Retirement & Wealth, LLC 1.08% New 6,830 $1.3M
Midwest Financial Group LLC 0.57% Reduce -2.5% 6,815 $1.3M
Vawter Financial, Ltd. 0.56% Add +0.1% 6,814 $1.3M
Norden Group LLC 0.13% Reduce -74.7% 6,804 $1.3M
Fairman Group, LLC 1.14% Reduce -1.4% 6,801 $1.3M
Calton & Associates, Inc. 0.19% Reduce -17.9% 6,781 $1.3M
TIAA Wealth Investment Management LLC 0.01% — 6,888 $1.3M
Equity Wealth Partners, LLC 0.85% Reduce -0.1% 6,729 $1.3M
Lanark Financial, Inc. 0.10% Add +16.1% 6,692 $1.3M
Wealthcare Capital Partners, LLC 0.62% Add +3.1% 6,692 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -97.8% 6,684 $1.3M
Roberts Glore & Co. Inc. 0.36% Reduce -0.7% 6,670 $1.3M
Capstone Wealth Management Group LLC 0.81% Reduce -0.5% 6,668 $1.3M
Global Financial Private Client, LLC 0.43% Add +2.7% 6,666 $1.3M
Venturi Wealth Management, LLC 0.06% Add +44.3% 6,657 $1.3M
Fidelis Capital Partners, LLC 0.09% Reduce -1.3% 6,640 $1.3M
Aspen Capital Management, LLC 0.32% Add +0.2% 6,633 $1.3M
Guardian Capital, LLC 1.24% Add +67.7% 6,624 $1.3M
Bartlett & Co. Wealth Management LLC 0.02% Add +8.4% 6,321 $1.3M
Selective Wealth Management, Inc. 0.38% Add +0.8% 6,331 $1.3M
Operose Advisors LLC 0.30% Add +0.3% 6,569 $1.3M
Fortis Capital Advisors, LLC 0.17% Reduce -11.8% 6,559 $1.3M
Stratos Investment Management, LLC 0.05% Add +18.2% 6,538 $1.3M
J. Derek Lewis & Associates Inc. 0.29% Add +17.9% 6,534 $1.3M
Platform Technology Partners 0.25% Add +0.1% 6,527 $1.3M
WP Advisors, LLC 0.33% Reduce -2.2% 6,514 $1.3M
GuidedMoney, LLC 0.67% No change 6,511 $1.3M
Advisor OS, LLC 0.09% Add +5.8% 6,491 $1.3M
Kohmann Bosshard Financial Services, LLC 0.12% Reduce -0.0% 6,480 $1.3M
Hoxton Planning & Management, LLC 0.38% Reduce -9.6% 6,455 $1.3M
Wealth Management Partners, LLC 0.36% Add +1.3% 6,447 $1.3M
Pecaut & Co. 0.41% Add +1.4% 6,441 $1.3M
Fort Sheridan Advisors LLC 0.15% Add +7.2% 6,430 $1.3M
Marks Group Wealth Management, Inc 0.12% Reduce -10.8% 6,398 $1.3M
Compass Capital Corp. /Ma/ 0.45% Reduce -2.5% 6,091 $1.3M
Wimmer Associates 1, LLC 0.61% No change 6,381 $1.3M
Baring Financial LLC 0.76% Add +2.9% 6,365 $1.2M
Pinnacle Bancorp, Inc. 0.37% Reduce -0.5% 6,433 $1.2M
Vanguard Personalized Indexing Management, LLC 0.01% Add +2.9% 6,354 $1.2M
Foster & Motley Inc. 0.06% Reduce -9.2% 6,342 $1.2M
Ardent Capital Management, Inc. 0.53% No change 6,315 $1.2M
CVA Family Office, LLC 0.13% Add +1.3% 6,308 $1.2M
Teachers Insurance & Annuity Association of America 1.55% No change 6,293 $1.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.51% Add +15.6% 6,290 $1.2M
Breakwater Investment Management 0.46% Add +4.3% 6,272 $1.2M
Downshift Financial, LLC 0.64% Add +257.4% 6,032 $1.2M
Evernest Financial Advisors, LLC 0.25% Add +0.1% 6,017 $1.2M
Woodside Wealth Management LLC 0.95% Reduce -22.3% 6,203 $1.2M
Gerber, LLC 0.69% Add +0.1% 6,196 $1.2M
Ballast Rock Private Wealth LLC 0.67% Reduce -13.8% 6,190 $1.2M
Silver Coast Investments LLC 0.39% Add +114.0% 6,176 $1.2M
Smithfield Trust Co 0.05% No change 6,198 $1.2M
Tanglewood Legacy Advisors, LLC 0.44% Add +48.1% 6,137 $1.2M
Battery Global Advisors, LLC 0.64% Add +66.1% 6,113 $1.2M
Vaughan David Investments LLC 0.03% Reduce -3.8% 6,100 $1.2M
Compass Capital Management, Inc. 0.07% Reduce -10.2% 6,089 $1.2M
InvesTrust 0.50% Add +9.8% 6,064 $1.2M
Magnolia Private Wealth, LLC 0.79% Reduce -0.2% 6,048 $1.2M
Triad Wealth Partners, LLC 0.09% Add +28.9% 6,022 $1.2M
Unconventional Investor, LLC 0.56% Add +0.6% 6,017 $1.2M
Murphy Pohlad Asset Management LLC 0.42% Add +42.9% 5,999 $1.2M
GeoWealth Management, LLC 0.04% Reduce -0.2% 5,990 $1.2M
TFC Financial Management, Inc. 0.14% Add +19.1% 5,977 $1.2M
Rather & Kittrell, Inc. 0.18% Add +1.3% 5,972 $1.2M
Bridgewater Advisors Inc. 0.07% Reduce -32.7% 5,609 $1.2M
Timothy G. Youngquist 2020 Irrevocable Trust 0.57% New 5,946 $1.2M
Approach Retirement Advisors, LLC 0.97% Add +5.3% 5,931 $1.2M
Mraz, Amerine & Associates, Inc. 0.17% Reduce -2.8% 5,919 $1.2M
Dara Capital Us, Inc. 1.10% No change 5,905 $1.2M
Ally Invest Advisors Inc. 0.08% Reduce -25.6% 5,899 $1.2M
Keener Financial Planning LLC 0.49% Add +0.3% 5,901 $1.2M
Ehrlich Financial Group 0.66% Reduce -38.6% 5,894 $1.2M
Aspen Wealth Management LLC 0.23% No change 5,890 $1.2M
Aristotle Capital Management, LLC 0.00% Reduce -65.8% 5,879 $1.2M
Hudock, Inc. 0.17% Add +8.7% 5,874 $1.2M
Southland Equity Partners LLC 0.22% Add +1.0% 5,863 $1.2M
Good Harbor Advisors, Inc. 1.26% Add +1.1% 5,858 $1.1M
Rathbones Group PLC 0.00% Reduce -5.1% 5,847 $1.1M
Calamos Wealth Management LLC 0.04% Add +25.2% 5,827 $1.1M
Calamos Advisors LLC 0.01% New 5,827 $1.1M
J. Safra Sarasin Holding AG 0.02% Add +39.5% 5,790 $1.1M
Noesis Capital Mangement Corp. 0.17% Reduce -10.5% 5,780 $1.1M
Rede Wealth, LLC 0.41% Add +5.1% 5,769 $1.1M
Osprey Private Wealth LLC 0.33% No change 5,757 $1.1M
John W. Brooker & Co., CPAs 1.78% Add +41.3% 5,757 $1.1M
Berkeley Capital Partners, LLC 0.26% Add +1.9% 5,742 $1.1M
Independent Wealth Advisors LLC 1.11% Reduce -7.1% 5,737 $1.1M
Security National Bank of So Dak 0.54% Add +0.3% 5,736 $1.1M
Retirement Income Solutions, Inc. 0.19% No change 5,730 $1.1M
Brave Asset Management Inc. 0.27% Reduce -4.6% 5,719 $1.1M
Bedel Financial Consulting, Inc. 0.13% Reduce -0.0% 5,713 $1.1M
MB Generational Wealth, LLC 0.61% Reduce -2.0% 5,667 $1.1M
First National Trust Co 0.04% Add +1.1% 5,656 $1.1M
Aegis Wealth Management LLC 0.63% Reduce -18.3% 5,637 $1.1M
Inspirion Wealth Advisors, LLC 0.14% No change 5,624 $1.1M
Texas Bank & Trust Co 0.41% Add +14.2% 5,618 $1.1M
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,616 $1.1M
Aprio Wealth Management, LLC 0.06% Add +37.5% 5,607 $1.1M
Bull Oak Capital, LLC 0.42% No change 5,606 $1.1M
Lam Group, Inc. 0.60% Add +31.0% 5,602 $1.1M
Cedar Mountain Advisors, LLC 0.21% Reduce -0.1% 5,600 $1.1M
CORDA Investment Management, LLC. 0.08% Reduce -8.2% 5,594 $1.1M
Cannon Financial Strategists, Inc. 0.14% Reduce -6.2% 5,593 $1.1M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +8.7% 5,592 $1.1M
Advance Capital Management, Inc. 0.04% Reduce -1.9% 5,590 $1.1M
TrustBank 0.43% Reduce -2.5% 5,586 $1.1M
Abbot Financial Management, Inc. 0.46% Reduce -2.9% 5,573 $1.1M
Jim Saulnier & Associates, LLC 0.53% Add +96.6% 5,552 $1.1M
Brown Miller Wealth Management, LLC 0.31% No change 5,535 $1.1M
Cibc World Market Inc. 0.00% Add +7.5% 5,525 $1.1M
Libra Wealth LLC 0.31% No change 5,518 $1.1M
Gould Asset Management LLC 0.19% Reduce -2.9% 5,518 $1.1M
1ST Source Bank 0.06% Add +7.3% 5,517 $1.1M
Patron Partners, LLC 0.48% Add +1.1% 5,516 $1.1M
InTrack Investment Management Inc 0.62% Reduce -21.8% 5,511 $1.1M
Intrua Financial, LLC 0.11% Reduce -25.6% 5,471 $1.1M
Round Rock Advisors LLC 0.16% Reduce -2.8% 5,470 $1.1M
Purkiss Capital Advisors LLC 0.47% Reduce -19.3% 5,468 $1.1M
Elevated Financial Group LLC 0.35% Reduce -6.8% 5,456 $1.1M
Linscomb Wealth, Inc. 0.05% Add +25.9% 5,440 $1.1M
Silver Grove Financial Group, Inc. 0.86% Reduce -1.4% 5,436 $1.1M
Latitude Advisors, LLC 0.49% Reduce -2.0% 5,433 $1.1M
Barry Investment Advisors, LLC 0.23% Add +0.2% 5,407 $1.1M
Ballast Financial Advisors LLC 1.09% Add +0.7% 5,396 $1.1M
Buck Wealth Strategies, LLC 0.13% Reduce -7.5% 5,385 $1.1M
Creekside Partners 0.43% Reduce -4.0% 5,381 $1.1M
MJP Associates Inc. 0.13% Reduce -4.4% 5,369 $1.1M
Millennium Management 0.00% Reduce -39.4% 5,358 $1.1M
Serenus Wealth Advisors, LLC 0.21% Reduce -0.3% 5,342 $1.0M
Armbruster Capital Management, Inc. 0.17% No change 5,305 $1.0M
626 Financial, LLC 0.46% No change 5,287 $1.0M
Oak Wealth Advisors LLC 0.57% No change 5,284 $1.0M
Peak Financial Management, Inc. 0.26% Reduce -2.3% 5,262 $1.0M
Annandale Capital, LLC 0.17% No change 5,261 $1.0M
Johnson Wealth Management, LLC 0.50% Add +1.2% 5,257 $1.0M
Brown, Lisle/Cummings, Inc. 0.26% Reduce -1.1% 5,247 $1.0M
LaFleur & Godfrey LLC 0.13% Reduce -0.3% 5,218 $1.0M
KG Capital Management 0.73% Reduce -11.8% 5,211 $1.0M
Copia Wealth Management 0.70% Reduce -10.4% 5,208 $1.0M
Guardian Wealth Advisors, LLC / NC 0.06% Add +9.5% 5,193 $1.0M
KPP Advisory Services LLC 0.15% Reduce -4.3% 5,188 $1.0M
National Wealth Management Group, LLC 0.38% Reduce -14.5% 5,167 $1.0M
Longview Financial Advisors, Inc. 0.62% No change 5,157 $1.0M
Ofc Financial Planning, LLC 0.99% No change 5,144 $1.0M
Basecamp Wealth Advisors LLC 0.21% Add +6.7% 5,136 $1.0M
Maridea Wealth Management LLC 0.15% Reduce -2.2% 5,123 $1.0M
Elgethun Capital Management 0.17% No change 5,116 $1.0M
FC Advisory LLC 0.29% Reduce -2.0% 5,108 $1.0M
DGS Capital Management, LLC 0.16% Add +14.6% 5,102 $1.0M
Allie Family Office LLC 0.44% Add +83.9% 5,096 $1000K
Smith Asset Management Co., LLC 0.86% Add +8.3% 5,091 $999K
James J. Burns & Company, LLC 0.14% Add +0.2% 5,081 $997K
HBW Advisory Services LLC 0.10% Add +0.4% 5,078 $996K
Thompson Davis & Co., Inc. 0.66% Reduce -3.0% 5,076 $996K
Colter Lewis Investment Partners LLC 0.94% Add +1.8% 5,074 $996K
Anchyra Partners LLC 0.30% No change 5,062 $993K
Onyx Bridge Wealth Group LLC 0.11% Reduce -0.1% 5,050 $991K
Verity Asset Management, Inc. 0.41% Reduce -9.3% 5,024 $986K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -2.1% 5,017 $984K
CWC Advisors, LLC. 0.47% Add +6.8% 5,014 $984K
X-Square Capital, LLC 0.33% Add +31.2% 5,001 $981K
TrustWell Financial Advisors, LLC 0.92% Add +26.8% 4,997 $980K
Heritage Investment Group, Inc. 0.15% Add +0.1% 4,995 $980K
Heritage Wealth Management, Inc. 0.55% Reduce -0.6% 4,994 $980K
Wells Financial Advisors INC 4.45% Reduce -25.7% 4,988 $979K
Sutton Place Investors LLC 0.53% Add +0.1% 4,976 $976K
Icon Wealth Advisors, LLC 0.06% Add +22.7% 4,779 $973K
Rf&l Wealth Management, LLC 0.73% Reduce -1.2% 4,958 $973K
Aurelius Family Office LLC 0.42% Reduce -10.4% 4,936 $968K
TFB Advisors LLC 0.51% Reduce -57.0% 4,926 $966K
Impact Capital Partners LLC 0.29% Reduce -3.0% 4,922 $966K
First National Advisers, LLC 0.14% Add +39.2% 4,922 $966K
Finward Bancorp 0.77% Add +29.7% 4,916 $965K
Strategic Wealth Partners, Ltd. 0.07% Reduce -7.6% 4,908 $963K
Sound Income Strategies, LLC 0.05% Add +21.7% 4,891 $962K
Lumbard & Kellner, LLC 0.33% No change 4,893 $960K
Sagespring Wealth Partners, LLC 0.02% Add +7.3% 4,886 $959K
Briggs Wealth Management, Inc 1.01% Reduce -11.7% 4,874 $956K
Western Reserve Capital Management, LLC 0.78% Reduce -2.1% 4,870 $955K
O'Connor Financial Group LLC 0.39% Reduce -3.7% 4,857 $953K
Legacy Wealth Managment, LLC 0.47% Add +22.1% 4,854 $952K
Capital Asset Managemnet, LLC 1.07% Reduce -0.8% 4,841 $950K
Allred Capital Management, LLC 0.35% No change 4,844 $949K
Winebrenner Capital Management LLC 0.61% Add +13.7% 4,822 $946K
Silver Oak Advisory Group, Inc. 0.41% Reduce -4.5% 4,825 $946K
Alaska Wealth Advisors, LLC 0.11% Reduce -5.4% 4,821 $946K
Capital Investment Counsel, LLC 0.13% Reduce -13.5% 4,794 $941K
Jackson, Grant Investment Advisers, Inc. 0.31% Add +0.2% 4,769 $936K
Northwest Bancshares, Inc. 0.19% No change 4,753 $933K
Zacks Investment Management 0.01% Add +6.1% 4,752 $932K
Northland Securities, Inc. 0.89% Add +25.9% 4,752 $932K
Essex Bank 0.21% Reduce -7.3% 4,752 $932K
AMG Asset Management Group, Inc. 0.72% New 4,749 $932K
Compass Financial Group, Inc. (Ohio) 0.68% Reduce -2.4% 4,737 $929K
Summit Wealth Partners, LLC 0.15% Add +16.8% 4,722 $926K
Continuum Wealth Advisors, LLC 0.38% No change 4,715 $925K
Caitlin John, LLC 0.56% Reduce -8.8% 4,712 $924K
Detalus Advisors, LLC 0.21% Add +8.2% 4,704 $923K
Odyssey Capital Advisors, Inc. 0.83% Reduce -10.1% 4,700 $922K
Howland Capital Management LLC 0.04% No change 4,692 $921K
Whittier Trust Co. of Nevada Inc. 0.02% No change 4,632 $916K
American Money Management, LLC 0.14% Add +0.3% 4,670 $916K
Hutchens & Kramer Investment Management Group, LLC 0.29% Reduce -0.0% 4,655 $913K
tru Independence LLC 0.45% Reduce -0.6% 4,647 $912K
Curtis Advisory Group, LLC 0.20% Reduce -1.9% 4,628 $908K
Investments & Financial Planning, LLC 0.49% Reduce -2.3% 4,625 $907K
River Wealth Advisors LLC 0.10% Reduce -6.5% 4,621 $907K
Golden State Wealth Management, LLC 0.10% Reduce -15.4% 4,608 $904K
Dearborn Partners LLC 0.05% Reduce -2.6% 4,607 $904K
Sentinel Pension Advisors, LLC 0.13% Add +20.1% 4,575 $898K
C M Bidwell & Associates Ltd. 0.42% Reduce -8.9% 4,571 $897K
Conservest Capital Advisors, Inc. 0.08% No change 4,569 $896K
Conrad Siegel Investment Advisors, Inc. 0.16% Reduce -20.4% 4,566 $896K
Baron Wealth Management LLC 0.27% Add +8.8% 4,557 $894K
Patten Group, Inc. 0.16% Add +7.1% 4,552 $893K
Howe & Rusling Inc. 0.06% Reduce -8.8% 4,505 $884K
Waterfront Wealth Inc. 0.16% Reduce -1.8% 4,502 $883K
Arsenal Capital Advisors LLC 0.64% Add +49.5% 4,490 $881K
Convergence Financial, LLC 0.09% Add +48.7% 4,478 $881K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.4% 4,489 $881K
Heritage Wealth Advisors 0.03% No change 4,487 $880K
Caldwell Sutter Capital, Inc. 0.36% Add +1.0% 4,479 $879K
Eagle Global Advisors LLC 0.03% Add +0.9% 4,458 $875K
Goepper Burkhardt LLC 0.29% Add +44.9% 4,449 $873K
M3 Advisory Group, LLC 0.54% Add +0.7% 4,433 $870K
Wellington-Altus USA Inc. 0.51% Add +34.7% 3,984 $868K
Harpswell Capital Advisors, LLC 0.65% Add +12.7% 4,425 $868K
Fort Point Capital Partners LLC 0.11% Add +9.2% 4,421 $867K
First Community Trust NA 0.64% Reduce -0.9% 4,419 $867K
Chapman Financial Group, LLC 0.62% Reduce -3.3% 4,401 $864K
Owen LaRue, LLC 0.33% Add +44.4% 4,390 $861K
Outbound Financial Inc 0.65% No change 4,385 $860K
Mars Jewett Financial Group, Inc. 0.27% No change 4,355 $854K
Valley Forge Investment Consultants Inc. Adv 0.26% Add +0.5% 4,352 $854K
Harbor Group, Inc. 0.12% Add +61.8% 4,348 $853K
Foundation Wealth Management, LLC\PA 0.30% No change 4,347 $853K
DUTCH ASSET Corp 0.57% Add +20.6% 4,335 $851K
Hantz Financial Services, Inc. 0.01% Add +9.5% 4,372 $850K
Redwood Financial Network Corp 0.55% Reduce -23.2% 4,306 $845K
WealthPlan Investment Management, LLC 0.05% Add +75.2% 4,299 $844K
Ashford Advisors, LLC 0.20% No change 4,293 $842K
Horizon Investment Services, LLC 0.29% Add +2.2% 4,283 $841K
Guardian Asset Advisors, LLC 0.49% Reduce -49.1% 4,280 $840K
GWN Securities Inc. 0.16% Add +15.5% 4,253 $835K
Penobscot Wealth Management 0.25% Add +1.1% 4,252 $834K
Shufro Rose & Co. LLC 0.06% Reduce -2.8% 4,251 $834K
Nova R Wealth, Inc. 0.27% Add +0.2% 4,246 $833K
Lincoln Capital LLC 0.16% Add +1.1% 4,210 $826K
Mason Investment Advisory Services, Inc. 0.04% Add +13.5% 4,203 $825K
SJS Investment Consulting Inc. 0.10% Reduce -2.2% 4,180 $820K
Passive Capital Management, LLC. 0.24% No change 4,153 $815K
Baker Ellis Asset Management LLC 0.10% No change 4,140 $812K
Uhlmann Price Securities, LLC 0.05% Add +0.4% 4,129 $810K
Pacific Point Advisors, LLC 0.43% No change 4,129 $810K
Advocate Investing Services LLC 0.69% Add +0.1% 4,125 $809K
Keystone Financial Group, Inc. 0.42% Add +0.3% 4,123 $809K
Balanced Rock Investment Advisors LLC 0.57% Add +8.7% 4,120 $808K
Rothschild Capital Partners, LLC 0.20% Add +11.8% 4,107 $806K
Diligent Investors, LLC 0.20% Reduce -5.2% 4,098 $804K
Richard W. Paul & Associates, LLC 0.27% Reduce -0.2% 4,097 $804K
Investmark Advisory Group LLC 0.34% Add +9.2% 4,093 $803K
Triangle Securities Wealth Management 0.18% Add +0.6% 4,084 $801K
Headinvest, LLC 0.16% Reduce -1.8% 4,071 $799K
Red Spruce Capital, LLC 0.33% New 4,061 $797K
Private Client Services, LLC 0.24% Add +0.8% 4,057 $796K
Stelac Advisory Services LLC 0.16% No change 4,040 $793K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -1.8% 4,040 $793K
Elmwood Wealth Management, Inc. 0.22% Add +1.5% 4,033 $791K
Accredited Investor Services, LLC 0.51% Add +9.3% 4,023 $789K
Brian Low Financial Group, LLC 0.54% Reduce -9.6% 4,018 $788K
Cullen/Frost Bankers, Inc. 0.01% Add +39.8% 4,013 $787K
Team Hewins, LLC 0.23% No change 4,010 $787K
Code Waechter LLC 0.47% Reduce -5.7% 4,006 $786K
Abound Wealth Management 0.18% Add +51.6% 3,999 $785K
Buska Wealth Management, LLC 0.31% Reduce -12.5% 3,992 $783K
Twin City Private Wealth, LLC 0.59% Add +6.0% 3,984 $782K
Private Management Group Inc. 0.02% No change 3,974 $780K
WPG Advisers, LLC 0.57% Add +0.1% 3,972 $779K
Robinhood Asset Management, LLC 0.06% Add +42.4% 3,966 $778K
Old Second National Bank of Aurora 0.16% No change 3,964 $778K
Cypress Financial Planning LLC 0.22% Add +7.5% 3,952 $775K
Roehl & Yi Investment Advisors, LLC 0.29% Add +0.4% 3,952 $775K
Legacy Private Trust Co. 0.05% Add +11.1% 3,948 $775K
Capital Advisors Inc. 0.01% Reduce -1.4% 3,944 $774K
Synergy Asset Management, LLC 0.08% Add +131.2% 3,937 $772K
Snider Financial Group 0.23% Reduce -15.6% 3,927 $770K
1900 Wealth Management LLC 0.05% No change 3,919 $769K
Red Door Wealth Management, LLC 0.08% Add +0.1% 3,915 $768K
apricus wealth, LLC 0.37% Add +4.0% 3,912 $768K
CGC Financial Services, LLC 0.22% No change 3,909 $767K
JP Wealth Management, Inc. 0.52% No change 3,900 $765K
TruNorth Capital Management, LLC 0.15% Reduce -22.8% 3,891 $763K
SpringVest Wealth Management LLC 0.52% No change 3,885 $762K
RPG Investment Advisory, LLC 0.09% Add +1.1% 3,882 $762K
Holos Integrated Wealth LLC 0.38% Reduce -4.0% 3,843 $759K
Roxbury Financial LLC 0.68% Add +0.4% 3,867 $759K
Clear Retirement Advice LLC 0.59% No change 3,851 $756K
One Wealth Advisors, LLC 0.09% No change 3,851 $756K
Hidden Cove Wealth Management, LLC 0.48% Reduce -1.6% 3,848 $755K
Veltria Advisors Corp. 2.50% Reduce -32.7% 3,628 $749K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +22.8% 3,819 $749K
LMG Wealth Partners, LLC 0.14% Reduce -1.0% 3,816 $749K
Tranquility Partners, LLC 0.28% No change 4,527 $748K
Precedent Wealth Partners, LLC 0.15% Reduce -69.6% 3,793 $744K
Hamilton Point Investment Advisors, LLC 0.11% No change 3,772 $740K
Kavar Capital Partners Group, LLC 0.09% Reduce -1.1% 3,770 $740K
Peoples Bank 0.45% Add +143.5% 3,769 $739K
Cypress Wealth Services, LLC 0.10% Reduce -4.0% 3,768 $739K
Syntegra Private Wealth Group, LLC 0.07% Reduce -0.3% 3,763 $738K
Texas Capital Bank Wealth Management Services Inc 0.04% No change 3,752 $736K
Clearview Wealth Management LLC 0.52% — 3,744 $735K
Olde Wealth Management, LLC 0.23% Add +3.8% 3,731 $732K
Life Planning Partners, Inc 0.56% Add +0.0% 3,726 $731K
DecisionMap Wealth Management, LLC 0.47% Reduce -10.0% 3,715 $729K
Trilogy Capital Inc. 0.03% Add +20.3% 3,706 $727K
Thayer Partners, LLC / MA 0.35% Add +0.3% 3,703 $727K
Jefferies Financial Group Inc. 0.01% Add +2.7% 3,697 $725K
Callan Family Office, LLC 0.02% Add +32.6% 3,696 $725K
Insight Inv LLC 0.40% Reduce -8.4% 3,690 $724K
Portfolio Resources Advisor Group, Inc. 0.72% Add +34.1% 3,678 $722K
Quadrant Private Wealth Management, LLC 0.11% Add +144.1% 3,671 $720K
Fielder Capital Group LLC 0.16% No change 3,665 $719K
Westmount Partners, LLC 0.18% Add +0.0% 3,663 $719K
Kastel Capital Advisors, LLC 0.44% No change 3,754 $717K
Independent Wealth Network Inc. 0.21% Add +2.7% 3,655 $717K
Accelerate Investment Advisors LLC 0.48% Reduce -32.4% 3,638 $714K
Realta Investment Advisors 0.25% Reduce -16.4% 3,626 $711K
Grove Street Fiduciary, LLC 0.31% Reduce -8.6% 3,626 $711K
180 Wealth Advisors, LLC 0.08% Add +1.0% 3,623 $711K
Townsend Asset Management Corp. /NC/ 0.26% Reduce -20.9% 3,623 $711K
American National Bank & Trust 0.07% Reduce -1.0% 3,622 $711K
ARK & TLK Investments, LLC 0.19% No change 3,609 $708K
Indiana Trust & Investment Management Co 0.22% No change 3,601 $707K
Planned Solutions, Inc. 0.23% Reduce -1.3% 3,592 $705K
Hall Capital Management Co. Inc. 0.25% Reduce -2.4% 3,405 $704K
Axis Wealth Partners, LLC 0.37% Add +10.1% 3,579 $702K
Quartz Partners, LLC 0.27% Add +4.0% 3,561 $699K
Farmers & Merchants Investments Inc. 0.02% No change 3,557 $698K
Dunhill Financial, LLC 0.16% Add +65.5% 3,948 $697K
DB&C Advisors, LLC 0.91% Add +0.3% 3,552 $697K
JT Stratford LLC 0.09% Add +5.0% 3,548 $696K
Retirement Planning Co of New England, Inc. 0.28% Add +35.6% 3,546 $696K
Austin Asset Management Co Inc 0.12% Reduce -1.4% 3,523 $691K
Planning Center, Inc. 0.07% Reduce -0.4% 3,523 $691K
Proffitt & Goodson Inc. 0.11% No change 3,521 $691K
Arlington Financial Advisors, LLC 0.10% Reduce -1.4% 3,520 $691K
Corepath Wealth Partners LLC 0.47% No change 3,419 $691K
Trail Ridge Investment Advisors, LLC 0.30% Reduce -11.9% 3,514 $689K
Pines Wealth Management, LLC 0.22% Reduce -1.4% 3,509 $688K
Bogart Wealth, LLC 0.03% Add +5.5% 3,500 $687K
Snowwater Investment Partners, LLC 0.65% No change 3,500 $687K
Arrow Investment Advisors, LLC 0.73% New 3,495 $686K
Salem Investment Counselors Inc. 0.02% Add +0.3% 3,486 $684K
Laird Norton Wetherby Trust Company, LLC 0.01% Add +2.3% 3,483 $683K
Envision Financial Planning, LLC 0.25% No change 3,476 $682K
Ranch Capital Advisors Inc. 0.25% Reduce -2.8% 3,475 $682K
TritonPoint Partners, LLC 0.25% Reduce -18.4% 3,473 $681K
Elser Financial Planning, Inc 0.03% Add +11.0% 3,465 $679K
Next Capital Management LLC 0.21% Add +13.9% 3,453 $677K
Catalyst Financial Partners LLC 0.08% Reduce -18.4% 3,452 $677K
Portland Financial Advisors Inc 1.41% No change 3,444 $676K
Shira Ridge Wealth Management 0.27% Reduce -1.2% 3,431 $673K
Allen Capital Group, LLC 0.06% Add +0.3% 3,422 $671K
Hobbs Group Advisors, LLC 0.20% Add +65.4% 3,421 $671K
Summit Global Investments 0.04% Add +34.3% 3,421 $671K
Pacific Sage Partners, LLC 0.11% Add +3.5% 3,419 $671K
Windsor Capital Management, LLC 0.20% Add +0.1% 3,410 $669K
Glen Eagle Advisors, LLC 0.09% Add +1.6% 3,410 $669K
First Pacific Financial 0.09% Add +8.9% 3,409 $669K
Prudential PLC 0.01% New 3,400 $667K
Wealth Dimensions Group, Ltd. 0.13% Add +2.0% 3,399 $667K
Tilson Financial Group, Inc. 0.20% Add +0.1% 3,394 $666K
Samalin Investment Counsel, LLC 0.24% Reduce -1.9% 3,380 $663K
Baldwin Wealth Partners LLC 0.05% No change 3,378 $663K
Clarity Financial LLC 0.07% New 3,370 $661K
Dynamic Financial Group 0.54% Add +0.2% 3,352 $658K
VPR Management LLC 0.26% No change 3,350 $657K
Fiducient Advisors LLC 0.09% Add +0.5% 3,346 $656K
FAS Wealth Partners, Inc. 0.04% Reduce -5.1% 3,342 $656K
EFG International AG 0.01% Reduce -7.6% 3,341 $656K
Plante Moran Financial Advisors, LLC 0.04% Reduce -7.9% 3,340 $655K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -30.9% 3,253 $655K
Central Valley Advisors, LLC 0.18% New 3,337 $655K
Carl P. Sherr & Co., LLC 0.31% Reduce -1.8% 3,321 $652K
Argentarii, LLC 0.23% Add +1.5% 3,321 $652K
River Street Advisors LLC 0.22% Reduce -0.8% 3,310 $649K
Sage Financial Management Group, Inc. 0.20% No change 3,302 $648K
Altiora Financial Group, LLC 0.11% Reduce -6.8% 3,298 $647K
TrueWealth Advisors, LLC 0.16% Reduce -4.6% 3,297 $647K
Ameritas Investment Partners, Inc. 0.02% Reduce -10.9% 3,291 $646K
Cornerstone Advisors Asset Management, LLC 0.10% Reduce -26.2% 3,287 $645K
Johnson Financial Group, LLC 0.04% Reduce -12.2% 3,287 $645K
Barnes Wealth Management Group, Inc 0.33% Add +5.4% 3,285 $645K
JMN Financial LLC 0.63% Add +4.9% 3,278 $643K
Tenon Financial LLC 0.25% Add +5.5% 3,277 $643K
DB Fitzpatrick & Co, Inc 0.55% Add +9.5% 3,276 $643K
Busey Bank 0.02% Reduce -6.8% 3,274 $642K
DDD Partners, LLC 0.04% Add +0.9% 3,273 $642K
Petix & Botte Co 0.29% Reduce -34.0% 3,273 $642K
Indie Asset Partners, LLC 0.73% Add +14.9% 3,269 $641K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.5% 3,262 $640K
GSG Advisors LLC 0.17% Add +0.6% 3,261 $640K
Rockingstone Advisors LLC 0.29% Add +3.4% 3,255 $639K
Accurate Wealth Management, LLC 0.08% Reduce -65.5% 3,167 $638K
IRON Financial LLC 0.28% No change 3,232 $634K
Ullmann Wealth Partners Group, LLC 0.07% No change 3,227 $633K
Yoder Wealth Management, Inc. 0.29% No change 3,218 $631K
Kapstone Financial Advisors LLC 0.31% New 3,208 $629K
Towercrest Capital Management 0.10% Add +0.6% 3,207 $629K
Mackenzie Financial Corp. 0.00% Reduce -93.5% 3,199 $628K
Clarion Wealth Managment Partners, LLC 0.57% Add +5.0% 3,191 $626K
Milestone Asset Management Group, LLC 0.37% Add +0.5% 3,189 $626K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +3.9% 3,188 $626K
Stonebridge Financial Planning Group, LLC 0.23% Add +8.3% 3,182 $624K
Cassaday & Co Wealth Management LLC 0.01% Add +5.6% 3,172 $622K
Brady Martz Wealth Solutions, LLC 0.11% Add +14.6% 3,171 $622K
Lynx Investment Advisory 0.30% Add +106.6% 3,151 $618K
PW Advisors, LLC \ FL 0.46% Reduce -6.3% 3,141 $616K
Cathy Pareto & Associates, Inc. 0.41% Reduce -0.2% 3,126 $613K
Peoples Financial Services Corp. 0.29% Reduce -0.9% 3,117 $612K
Waller Financial Planning Group, Inc. 0.13% Add +36.5% 3,101 $608K
Putney Financial Group LLC 0.61% Add +6.2% 3,098 $608K
Northstar Advisory Group, LLC 0.23% Reduce -2.6% 3,092 $607K
Bouchey Financial Group, Ltd. 0.04% Reduce -26.3% 2,978 $604K
Omnia Family Wealth, LLC 0.19% Add +16.0% 3,080 $604K
Henshaw Capital LLC 0.02% No change 3,075 $603K
Mirador Capital Partners LP 0.09% Add +4.5% 3,063 $601K
Coordinated Financial Services, Inc. 0.35% Add +0.4% 3,061 $601K
Wellington Shields Capital Management, LLC 0.09% New 3,058 $600K
Sunbelt Securities, Inc. 0.04% Add +2.3% 3,051 $599K
CM Wealth Advisors LLC 0.13% No change 3,048 $598K
Blue Bell Private Wealth Management, LLC 0.09% Reduce -16.2% 3,039 $596K
Summit Asset Management, LLC 0.08% Add +32.8% 3,022 $593K
L. Roy Papp & Associates, LLP 0.07% Reduce -16.0% 3,018 $592K
Dover Advisors, LLC 0.24% Add +4.6% 3,013 $591K
Cape Investment Advisory, Inc. 0.20% Add +11.6% 3,008 $590K
Legacy Financial Group LLC 0.07% Reduce -1.3% 3,004 $589K
Landaas & Co. /Wi 0.13% No change 3,003 $589K
Chickasaw Capital Management LLC 0.02% New 3,000 $589K
TD Waterhouse Canada Inc. 0.00% Add +80.8% 2,998 $588K
New Republic Capital, LLC 0.20% Add +0.3% 2,999 $588K
SilverOak Wealth Management LLC 0.09% No change 2,994 $587K
Tandem Financial, LLC 0.20% New 2,985 $586K
Encompass Wealth Advisors, LLC 0.20% No change 2,980 $585K
San Luis Wealth Advisors LLC 0.10% Reduce -15.7% 2,975 $584K
Security National Bank of Sioux City Iowa 0.34% Add +41.6% 2,966 $582K
Saxony Capital Management, LLC 0.34% Add +3.9% 2,962 $581K
Meridian Wealth Partners, LLC 0.08% Reduce -7.1% 2,959 $581K
Vantage Point Financial LLC 0.20% Reduce -6.5% 2,958 $580K
Raleigh Capital Management Inc. 0.20% Reduce -4.0% 2,946 $578K
Van Cleef Asset Management,Inc 0.06% Add +55.0% 2,944 $578K
Sierra Ocean, LLC 0.47% Add +0.8% 2,942 $577K
Westside Investment Management, Inc. 0.09% Add +154.9% 2,936 $577K
Colony Family Offices, LLC 0.14% No change 2,936 $576K
Holland Advisory Services, Inc. 0.77% Reduce -3.0% 2,936 $576K
Beacon Capital Management, LLC 0.10% Reduce -2.5% 2,925 $574K
Certuity, LLC 0.04% Reduce -17.4% 2,923 $574K
Financial Gravity Asset Management, Inc. 0.10% Add +0.1% 2,919 $573K
Asset Allocation Strategies LLC 0.10% Add +3.7% 2,913 $572K
Claro Advisors Inc. 0.07% Add +96.5% 2,908 $570K
E6 Portfolios, LLC 0.59% Add +12.3% 2,907 $570K
Spinnaker Trust 0.03% No change 2,907 $570K
National Bank of Canada 0.00% Add +25.5% 2,907 $570K
Madison Wealth Partners, Inc 0.09% Add +2.6% 2,903 $570K
Pennington Partners & Co., LLC 0.19% Add +28.9% 2,901 $569K
ASL Financial, LLC 0.45% No change 2,889 $567K
Annex Advisory Services, LLC 0.01% Reduce -1.3% 2,886 $566K
Peak Planning Group, LLC 0.16% Reduce -6.2% 2,886 $566K
Sanchez Gaunt Capital Management, LLC 0.35% — 2,882 $565K
Talisman Wealth Advisors LLC 0.46% Reduce -40.8% 2,880 $565K
Fiduciary Group, LLC 0.05% Reduce -0.8% 2,875 $564K
Sequent Planning LLC 0.14% Add +22.3% 2,870 $563K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -1.2% 2,868 $563K
Cambridge Advisors Inc. 0.11% No change 2,850 $559K
Meridian Wealth Advisors, LLC 0.07% No change 2,842 $558K
Blue Chip Partners, LLC 0.04% Add +4.9% 2,837 $557K
Patton Albertson Miller Group, LLC 0.07% No change 2,835 $556K
Total Clarity Wealth Management, Inc. 0.13% Reduce -2.0% 2,830 $555K
Ethic Inc. 0.01% New 2,819 $553K
Continental Investors Services, Inc. 0.52% Add +0.0% 2,654 $553K
Blue Zone Wealth Advisors, LLC 0.11% No change 2,817 $553K
Ballast, Inc. 0.13% Reduce -2.4% 2,811 $552K
Essential Partners LLC 0.19% Reduce -1.2% 2,806 $550K
NorthCoast Asset Management LLC 0.01% Add +41.5% 2,805 $550K
SPWM Advisors LLC 0.48% Add +40.1% 2,636 $550K
Massachusetts Financial Services Co. 0.00% Reduce -61.9% 2,798 $549K
JHP Wealth Management, LLC 0.52% Reduce -3.1% 2,789 $547K
Burney Co./ 0.02% Add +3.8% 2,787 $547K
Traphagen Investment Advisors LLC 0.04% Add +4.4% 2,780 $545K
Polaris Investment Advisors, LLC 0.40% No change 2,779 $545K
Evercore Wealth Management, LLC 0.01% No change 2,773 $544K
McGlone Suttner Wealth Management, Inc. 0.07% No change 2,773 $544K
Synergy Financial Group, LTD 0.41% Add +11.3% 2,763 $542K
Genesis Private Wealth, LLC 0.17% Add +2.4% 2,756 $541K
Miller Financial Services LLC 0.60% Add +43.5% 2,756 $541K
Diversified Management Inc. 0.09% New 2,755 $541K
NCM Capital Management, LLC 0.19% No change 2,752 $540K
Potomac Fund Management Inc. 0.02% Reduce -6.8% 2,739 $537K
First Commonwealth Financial Corp 0.09% Reduce -3.8% 2,738 $537K
MassMutual Private Wealth & Trust, FSB 0.01% Add +14.9% 2,733 $536K
Archer Investment Corp 0.11% Reduce -6.0% 2,724 $535K
ICONIQ Capital, LLC 0.01% No change 2,724 $535K
Rialto Wealth Management, LLC 0.12% Add +2.6% 2,723 $534K
Arthur M. Cohen & Associates, LLC 0.09% No change 2,704 $532K
Cannell & Spears LLC 0.01% No change 2,708 $531K
First National Bank of Mount Dora, Trust Investment Services 0.11% No change 2,708 $531K
Tyche Wealth Partners LLC 0.08% Add +8.4% 2,692 $528K
First Business Financial Services, Inc. 0.05% No change 2,689 $528K
Revolve Wealth Partners, LLC 0.07% Reduce -4.5% 2,688 $527K
Glassman Wealth Services 0.07% Add +0.5% 2,688 $527K
Rothschild Investment LLC 0.03% Add +0.2% 2,687 $527K
Howard Bailey Securities, LLC 0.22% Reduce -17.2% 2,685 $527K
West Financial Advisors, LLC 0.09% Add +0.1% 2,683 $526K
German American Bancorp, Inc. 0.04% No change 2,669 $524K
Capital Developers, LLC 0.47% Add +0.1% 2,664 $523K
Barlow Wealth Partners, LLC 0.06% No change 2,552 $521K
Cherrydale Wealth Management, LLC 0.16% No change 2,656 $521K
Weatherly Asset Management L. P. 0.04% No change 2,653 $521K
Global Trust Asset Management, LLC 0.20% Reduce -12.2% 2,652 $520K
Merrion Investment Management Co, LLC 0.28% No change 2,650 $520K
ZynergyRetirementPlanningLLC 0.31% No change 2,643 $519K
American State Bank (Iowa) 0.25% Add +6.1% 2,639 $518K
Fulton Bank, N.A. 0.02% No change 2,636 $517K
Alliance Wealth Management Group 0.11% No change 2,635 $517K
PKS Advisory Services, LLC 0.12% Reduce -4.4% 2,831 $516K
Financial Planning Navigators CORP 0.23% Reduce -0.6% 2,626 $515K
Miller Capital Partners, Inc. 0.25% No change 2,625 $515K
Highland Financial Advisors, LLC 0.14% Reduce -6.2% 2,622 $514K
Strid Group, LLC 0.06% No change 2,621 $514K
Resolute Wealth Advisor, Inc. 0.29% — 2,613 $513K
Goldstein Advisors, LLC 0.06% No change 2,612 $512K
Romano Brothers and Company 0.06% Add +16.1% 2,610 $512K
Granite Bay Wealth Management, LLC 0.11% New 2,600 $510K
Cladis Investment Advisory, LLC 0.28% Reduce -15.8% 2,600 $510K
Hills Bank & Trust Co 0.02% No change 2,597 $510K
PCG Wealth Advisors, LLC 0.13% Add +1.9% 2,589 $508K
Ariadne Wealth Management, LP 0.23% Reduce -9.9% 2,583 $507K
SG Americas Securities, LLC 0.00% New 2,580 $506K
Harris Associates (Oakmark Funds) 0.00% Reduce -87.0% 2,572 $505K
Turtle Creek Wealth Advisors, LLC 0.04% New 2,567 $504K
Moseley Investment Management Inc. 0.16% Reduce -3.3% 2,566 $504K
United Wealth Management, LLC 0.13% No change 2,566 $503K
Juncture Wealth Strategies, LLC 0.17% Add +7.8% 2,560 $502K
Milestone Asset Management, LLC 0.09% Add +13.7% 2,549 $500K
Brookwood Investment Group LLC 0.06% Add +5.6% 2,545 $499K
Cottage Street Advisors LLC 0.22% Reduce -1.6% 2,544 $499K
Newman Dignan & Sheerar, Inc. 0.10% Add +0.3% 2,535 $497K
Ankerstar Wealth, LLC 0.52% Reduce -35.2% 2,533 $497K
Portland Global Advisors LLC 0.05% Reduce -13.7% 2,525 $495K
Private Advisory Group LLC 0.03% Add +66.5% 2,525 $495K
Tucker Asset Management LLC 0.15% Add +86.0% 2,524 $495K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +91.5% 2,514 $493K
MKT Advisors LLC 0.17% Reduce -0.3% 2,493 $493K
Financial Insights, Inc. 0.16% Reduce -3.6% 2,505 $491K
Means Investment Co., Inc. 0.04% Reduce -18.3% 2,503 $491K
DiNuzzo Private Wealth, Inc. 0.05% No change 2,493 $489K
Stone House Investment Management, LLC 0.09% Add +1.0% 2,492 $489K
Cidel Asset Management Inc. 0.03% No change 2,475 $486K
Bryant Woods Investment Advisors, LLC 0.18% No change 2,475 $486K
Verus Financial Partners, Inc. 0.04% Add +0.0% 2,392 $485K
Opulen Financial Group LLC 0.34% Add +0.2% 2,467 $484K
Cornerstone Financial Group, LLC 0.31% Add +0.3% 2,344 $483K
Global Wealth Strategies & Associates 0.12% Add +2.0% 2,460 $483K
Osbon Capital Management LLC 0.39% Add +237.1% 2,447 $480K
Oakworth Capital, Inc. 0.03% No change 2,446 $480K
Brooklyn FI, LLC 0.10% Add +4.0% 2,442 $479K
Carr Financial Group Corp 0.13% Add +0.3% 2,438 $478K
Wealth Group Ltd 0.11% Reduce -0.2% 2,438 $478K
Fortis Capital Management LLC 0.06% Add +0.1% 2,432 $477K
Baker Tilly Wealth Management, LLC 0.12% Reduce -49.2% 2,431 $477K
BancFirst Trust & Investment Management 0.21% Add +24.3% 2,462 $475K
Mullooly Asset Management, Inc. 0.18% New 2,421 $475K
Nestegg Advisors, Inc. 0.42% Add +0.5% 2,421 $475K
Prudent Investors Network, Inc. 0.10% Add +8.6% 2,417 $474K
Bailard, Inc. 0.01% No change 2,406 $472K
White Wing Wealth Management 0.28% Add +5.1% 2,403 $472K
Platt Wealth Management LLC 0.46% No change 2,400 $470K
Ironwood Investment Counsel, LLC 0.07% Add +0.1% 2,391 $469K
FSM Wealth Advisors, LLC 0.06% Reduce -12.3% 2,390 $469K
Pinnacle Wealth Planning Services, Inc. 0.05% New 2,382 $467K
Sterling Investment Counsel, LLC 0.13% Add +39.8% 2,372 $465K
Integral Investment Advisors, Inc. 0.12% Add +7.5% 2,364 $464K
Able Wealth Management LLC 0.12% Add +0.0% 2,359 $463K
Rockland Trust Co. 0.02% Add +4.9% 2,356 $462K
Advisory Advocates, LLC 0.47% Add +49.0% 2,355 $462K
FWL Investment Management, LLC 0.10% Add +3.2% 2,350 $461K
FWG Investments, LLC. 0.29% Add +0.7% 2,348 $461K
Headlands Technologies LLC 0.05% New 2,347 $460K
Gibbs Wealth Management 0.06% New 2,312 $454K
Members Wealth LLC 0.27% Reduce -3.2% 2,230 $452K
Signature Equity Partners, LLC 0.24% Add +2.3% 2,303 $452K
Sterling Wealth Management, Inc. 0.12% Reduce -0.1% 2,294 $450K
Trek Financial, LLC 0.02% Reduce -25.4% 2,294 $450K
Solidarity Wealth, LLC 0.09% No change 2,293 $450K
Meridian Financial Partners LLC 0.17% Add +116.4% 2,272 $449K
Highline Wealth Partners LLC 0.11% Add +20.0% 2,283 $448K
Center For Asset Management LLC 0.22% Reduce -7.7% 2,282 $448K
Fidelity D & D Bancorp Inc. 0.18% Add +5.1% 2,269 $445K
Endeavor Private Wealth, Inc. 0.13% No change 2,263 $444K
Horizon Wealth Management, LLC 0.07% No change 2,260 $443K
Sachem Hill LLC 0.09% Add +0.0% 2,250 $441K
Cane Capital Partners, LLC 0.19% Add +1.8% 2,248 $441K
Christine Messmer PC 0.28% Add +0.6% 2,242 $440K
Sentinel Advisory Group, LLC 0.21% — 2,241 $440K
Pioneer Family Office, LLC 0.31% No change 2,237 $439K
Traynor Capital Management, Inc. 0.03% Add +47.4% 2,272 $438K
Orion Capital Management LLC 0.15% Add +34.3% 2,234 $438K
Client 1ST Advisory Group, LLC 0.13% No change 2,234 $438K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -19.1% 2,229 $437K
Parr McKnight Wealth Management Group, LLC 0.06% New 2,221 $436K
High Point Wealth Management, LLC 0.43% Reduce -3.8% 2,218 $435K
First Citizens Bank & Trust Co. 0.01% Reduce -1.6% 2,216 $435K
jvl associates llc 0.15% No change 2,213 $434K
TCP Asset Management, LLC 0.06% Reduce -4.6% 2,208 $433K
Note Advisors, LLC 0.22% No change 2,205 $433K
Armstrong Advisory Group, Inc. 0.03% Reduce -1.5% 2,204 $432K
Patten & Patten Inc. 0.03% No change 2,204 $432K
Investment Management Trust, LLC 0.42% — 2,189 $429K
Croban 0.20% No change 2,187 $429K
Kingsman Wealth Management, Inc. 0.24% Add +0.6% 2,185 $429K
Parcion Private Wealth LLC 0.03% New 2,182 $428K
Capital World Investors 0.00% Reduce -68.8% 2,211 $427K
Pursue Wealth Partners LLC 0.25% Add +50.1% 2,171 $426K
Capstone Financial Advisors, Inc. 0.02% Reduce -2.4% 2,168 $425K
Wealth Quarterback LLC 0.17% Add +0.4% 2,152 $422K
ARS Wealth Advisors Group, LLC 0.04% Reduce -4.0% 2,147 $421K
KCM Investment Advisors LLC 0.01% Add +72.2% 2,139 $420K
Red Reef Advisors LLC 0.44% Add +0.4% 2,138 $419K
Commerce Advisors, LLC 0.35% — 2,134 $419K
Pictet North America Advisors SA 0.04% No change 2,133 $418K
MKD Wealth Coaches, LLC 0.41% No change 2,131 $418K
Lloyd Advisory Services, LLC. 0.12% Add +1752.2% 2,130 $418K
Kingdom Financial Group LLC. 0.12% Add +10.4% 2,130 $418K
Farmers National Bank 0.09% No change 2,118 $416K
Comprehensive Money Management Services LLC 0.27% Reduce -2.3% 2,105 $413K
Elevation Wealth Management LLC 0.38% Add +4.5% 2,095 $411K
Altfest L J & Co. Inc. 0.04% Add +16.4% 2,092 $411K
Lionshead Wealth Management, LLC 0.30% Reduce -3.0% 2,092 $410K
Canandaigua National Corp. 0.04% — 2,090 $410K
Strategic Planning Group, LLC 0.06% Reduce -1.0% 2,089 $410K
Atlanta Consulting Group Advisors, LLC 0.09% No change 2,086 $409K
Robinson Smith Wealth Advisors LLC 0.28% Reduce -6.5% 2,081 $408K
Canal Capital Management, LLC 0.06% Add +17.9% 2,080 $408K
Tompkins Financial Corp. 0.03% Add +21.3% 2,077 $408K
Revisor Wealth Management LLC 0.11% Add +28.5% 2,074 $407K
Capital International Investors 0.00% Reduce -68.5% 2,105 $406K
Scott & Selber, Inc. 0.10% Reduce -0.2% 2,070 $406K
Christensen, King & Associates Investment Services, Inc. 0.17% Add +0.1% 2,070 $406K
J.M. Arbour, LLC 0.39% Add +14.3% 2,067 $406K
O'ROURKE & COMPANY, Inc 0.16% Reduce -9.1% 2,067 $406K
Applied Capital LLC 0.15% No change 2,062 $404K
Ewa, LLC 0.09% Add +0.3% 2,061 $404K
Stock Yards Bank & Trust Co. 0.01% Reduce -1.8% 2,061 $404K
TRB Wealth Management, LLC 0.06% — 2,057 $404K
Cambiar Investors LLC 0.02% Reduce -77.5% 2,056 $403K
Thor Investment Management Inc. /Oh/ 0.21% No change 2,035 $399K
Motive Wealth Advisors 0.19% No change 2,030 $398K
Mason & Associates, LLC 0.09% Reduce -2.2% 2,028 $398K
Integrated Capital Management, LLC 0.17% Reduce -4.7% 2,023 $397K
Bangor Savings Bank 0.03% Reduce -4.0% 2,023 $397K
NorthCrest Asset Manangement, LLC 0.01% Reduce -2.4% 2,013 $397K
Breachway Investments LLC 0.38% Add +0.1% 2,015 $396K
Eastern Bank 0.01% Add +39.4% 2,019 $396K
Chapin Davis, Inc. 0.09% Add +0.1% 2,018 $396K
Atticus Wealth Management, LLC 0.11% Reduce -60.6% 2,014 $395K
Foundry Financial LLC 0.17% Reduce -4.0% 2,010 $394K
Stablepoint Partners, LLC 0.06% Reduce -1.8% 2,010 $394K
Fusion Family Wealth, LLC 0.03% No change 2,008 $394K
Wellington Grp LLC 0.12% Add +24.7% 2,007 $394K
1607 Capital Partners, LLC 0.03% New 2,000 $392K
Virtue Asset Management LLC 0.32% Add +3.9% 1,995 $391K
S.A. Mason LLC 0.15% No change 1,978 $388K
Sanchez Levi Garrett 0.24% — 1,970 $386K
HT Partners LLC 0.12% No change 1,968 $386K
ARS Investment Partners, LLC 0.02% Reduce -8.9% 1,967 $386K
Equita Financial Network, Inc. 0.12% Reduce -18.9% 1,967 $386K
Sfmg, LLC 0.03% Add +3.2% 1,961 $385K
Denver PWM, LLC 0.13% No change 1,855 $384K
Trace Wealth Advisors, LLC 0.29% No change 1,950 $383K
SK Wealth Management, LLC 0.11% Add +15.6% 1,932 $382K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -3.3% 1,944 $381K
Secure Asset Management, LLC 0.06% Add +52.4% 1,941 $381K
Murphy & Mullick Capital Management Corp 0.28% Reduce -3.7% 1,937 $380K
Northcape Wealth Management, LLC 0.10% Reduce -23.5% 1,935 $380K
Montis Financial, LLC 0.08% New 1,935 $380K
Vident Advisory, LLC 0.00% Add +4.8% 1,932 $379K
Essential Planning, LLC. 0.12% No change 1,931 $379K
Sterling Investment Advisors, Ltd. 0.07% Add +0.2% 1,922 $377K
Appleton Partners Inc. 0.03% Reduce -1.9% 1,920 $377K
Ascent Advisors, LLC 0.69% — 1,920 $377K
Capital Investment Services of America, Inc. 0.04% No change 1,912 $375K
Boreal Capital Management LLC 0.36% No change 1,910 $375K
Wealth Care LLC 0.33% — 1,907 $374K
Main Street Group, LTD 0.12% Add +13.9% 1,906 $374K
Fairview Capital Investment Management, LLC 0.02% Reduce -6.2% 1,903 $373K
Tanager Wealth Management LLP 0.04% New 1,900 $373K
Tactive Advisors, LLC 0.11% Add +2.4% 1,899 $373K
Marion Wealth Management 0.08% No change 1,898 $372K
City Center Advisors, LLC 0.34% Add +2.9% 1,894 $372K
EnRich Financial Partners LLC 0.10% No change 1,892 $371K
SVB Wealth LLC 0.02% Reduce -33.5% 1,892 $371K
Fortress Financial Group, LLC 0.27% Add +0.1% 1,890 $371K
Farrell Financial LLC 0.22% Add +48.1% 1,890 $371K
Centurion Wealth Management LLC 0.08% Add +5.2% 1,887 $370K
Wrapmanager Inc. 0.13% Reduce -34.4% 1,883 $369K
Mosaic Financial Group, LLC 0.26% No change 1,871 $367K
Old Port Advisors 0.08% New 1,868 $367K
Heritage Trust Co 0.04% Add +4.8% 1,868 $367K
Sage Investment Counsel LLC 0.41% Add +14.5% 1,867 $366K
McNamara Financial Services, Inc. 0.07% Reduce -1.4% 1,866 $366K
Maia Wealth LLC 0.06% Reduce -14.4% 1,866 $366K
Cedar Point Capital Partners, LLC 0.24% Add +10.6% 1,862 $365K
Motco 0.03% No change 1,862 $365K
Wharton Business Group, LLC 0.01% No change 1,858 $365K
Optivise Advisory Services LLC 0.22% Add +4.3% 1,853 $364K
Wisconsin Wealth Advisors, LLC 0.36% Add +10.2% 1,851 $363K
Abacus Wealth Partners, LLC 0.03% New 1,846 $362K
Collaborative Wealth Managment Inc. 0.17% Reduce -45.1% 1,843 $362K
Rhodes Investment Advisors Inc. 0.31% Add +34.3% 1,840 $361K
Cascade Investment Group, Inc. 0.24% Reduce -0.5% 1,838 $361K
BetterWealth, LLC 0.07% Add +6.4% 1,838 $361K
Towneley Capital Management, Inc / DE 0.08% Add +0.6% 1,836 $360K
FRG Family Wealth Advisors LLC 0.06% No change 1,835 $360K
First Hawaiian Bank 0.05% No change 1,835 $360K
Rowlandmiller & Partners.adv 0.07% No change 1,833 $360K
Naples Global Advisors, LLC 0.03% Add +7.0% 1,831 $359K
truNorth Financial Services, Inc. 0.37% Reduce -1.9% 1,824 $358K
Drake & Associates, LLC 0.07% Reduce -25.4% 1,824 $358K
Aerodigm Wealth, LLC 0.13% Add +0.6% 1,823 $358K
Aspen Investment Management Inc 0.11% Add +0.8% 1,820 $357K
Arrowroot Family Office, LLC 0.12% Reduce -8.9% 1,804 $354K
Rare Wolf Capital LLC 0.23% No change 1,800 $353K
RVW Wealth, LLC 0.03% Add +10.5% 1,796 $352K
Mach-1 Financial Group, LLC 0.12% Reduce -15.1% 1,793 $352K
Define Financial, LLC 0.19% Add +7.4% 1,791 $351K
Beverly Hills Private Wealth, LLC 0.06% Add +20.2% 1,788 $351K
Gradient Investments LLC 0.01% Add +2.2% 1,784 $350K
MBL Wealth, LLC 0.03% No change 1,781 $349K
Monetary Management Group Inc. 0.08% Add +270.8% 1,780 $349K
First National Bank & Trust Co. of Newtown 0.08% New 1,779 $349K
Innova Wealth Partners 0.17% Add +10.5% 1,775 $348K
PSI Advisors, LLC 0.08% New 1,774 $348K
Cornerstone Planning, LLC 0.08% Add +24.1% 1,774 $348K
Cooper Financial Group 0.04% Reduce -24.8% 1,763 $346K
Community Financial Services Group, LLC 0.06% Add +24.0% 1,757 $346K
New Perspectives, Inc 0.12% No change 1,761 $346K
Farnam Financial LLC 0.28% Add +20.6% 1,760 $345K
Hanson & Doremus Investment Management 0.04% Reduce -0.8% 1,760 $345K
Guidance Capital, Inc. 0.08% Reduce -1.8% 1,668 $345K
Arkos Global Advisors 0.04% Reduce -5.7% 1,755 $344K
Kelly Financial Services LLC 0.08% Reduce -15.7% 1,751 $344K
Colonial River Investments, LLC 0.12% Reduce -11.5% 1,747 $343K
Huntington National Bank 0.00% New 1,739 $341K
TSG Advice Partners, LLC 0.05% Reduce -3.4% 1,738 $341K
Beirne Wealth Consulting Services, LLC 0.10% No change 1,737 $341K
Nemes Rush Group LLC 0.03% Add +33.2% 1,737 $341K
Prudent Man Investment Management, Inc. 0.11% No change 1,780 $340K
Smith Salley Wealth Management 0.02% Reduce -13.1% 1,729 $339K
MidFirst Bank 0.03% Reduce -39.1% 1,729 $339K
Wagner Wealth Management, LLC 0.07% Add +0.3% 1,724 $338K
Guardian Wealth Management, Inc. 0.18% Reduce -97.3% 1,720 $338K
IAG Wealth Partners, LLC 0.04% Reduce -11.6% 1,717 $337K
Eagle Harbor Asset Management Inc. 0.29% Add +0.1% 1,712 $336K
Fragasso Financial Advisors Inc 0.02% Add +46.3% 1,697 $336K
KWB Wealth 0.03% No change 1,756 $335K
Legacy Financial Strategies, LLC 0.06% Reduce -5.8% 1,707 $335K
Capital Advantage, Inc. 0.04% Reduce -0.9% 1,706 $335K
Lantz Financial LLC 0.07% Add +17.8% 1,706 $335K
ABLE Financial Group, LLC 0.07% Reduce -4.5% 1,704 $334K
Seelaus Asset Management LLC 0.24% Reduce -1.4% 1,702 $334K
FSB Premier Wealth Management, Inc. 0.10% New 1,700 $334K
Triumph Capital Management 0.07% Add +54.2% 1,696 $333K
Peddock Capital Advisors, LLC 0.07% No change 1,695 $333K
Franklin Street Advisors Inc. 0.02% Reduce -16.4% 1,691 $332K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,690 $332K
Westover Capital Advisors, LLC 0.06% New 1,684 $330K
Ellenbecker Investment Group 0.04% Add +40.0% 1,678 $329K
Tarbox Family Office, Inc. 0.05% No change 1,678 $329K
Benchmark Financial Wealth Advisors, LLC 0.09% Add +0.1% 1,677 $329K
Innovative Wealth Building LLC 0.23% Add +35.7% 1,672 $328K
Atlatl Advisers LLC 0.24% New 1,671 $328K
Prasad Wealth Partners, LLC 0.09% Add +0.4% 1,671 $328K
Greenfield Savings Bank 0.14% Reduce -2.3% 1,668 $327K
Novus Advisors, LLC 0.73% Add +52.6% 1,665 $327K
NFSG Corp 0.05% Reduce -2.5% 1,662 $326K
Telos Capital Management, Inc. 0.03% Reduce -24.3% 1,661 $326K
Torrey-Payne Wealth Management, LLC 0.30% Reduce -8.3% 1,658 $325K
Anderson Hoagland & Co. 0.03% No change 1,657 $325K
Wrenne Financial Planning LLC 0.13% No change 1,643 $322K
Vestia Personal Wealth Advisors 0.15% Add +0.5% 1,637 $321K
LMCG Investments, LLC 0.02% Add +7.4% 1,628 $319K
COFG Advisors, LLC 0.08% Add +0.6% 1,625 $319K
Verde Capital Management 0.07% New 1,623 $318K
6th Street Advisors, LLC 0.20% — 1,620 $318K
Bank of New Hampshire 0.07% Reduce -4.4% 1,618 $317K
Occidental Asset Management, LLC 0.04% Add +51.1% 1,612 $316K
Silvercrest Asset Management Group LLC 0.00% Reduce -0.9% 1,612 $316K
Family Capital Management, Inc. 0.14% No change 1,611 $316K
W1M Asset Management Ltd 0.00% Reduce -57.1% 1,606 $315K
PYA Waltman Capital, LLC 0.09% Reduce -3.1% 1,605 $315K
S. R. Schill & Associates 0.21% No change 1,600 $314K
BigSur Wealth Management LLC 0.09% No change 1,600 $314K
Leading Edge Financial Planning LLC 0.07% Reduce -44.6% 1,598 $314K
Columbia Bank 0.09% Add +10.8% 1,595 $313K
Atala Financial Inc 0.21% Add +1.2% 1,592 $312K
Haven Private, LLC 0.14% Reduce -21.6% 1,592 $312K
Wealth Advisors of Iowa, LLC 0.10% No change 1,590 $312K
True North Advisors, LLC 0.04% No change 1,587 $311K
Rubicon Advisors, GP 0.28% Add +8.6% 1,587 $311K
Pullen Investment Management, LLC 0.16% No change 1,583 $311K
Eagle Rock Investment Company, LLC 0.05% No change 1,583 $310K
BDFS Capital LLC 0.15% Add +9.4% 1,581 $310K
Strategic Financial Services, Inc. 0.01% New 1,581 $310K
MPS Loria Financial Planners, LLC 0.08% Reduce -0.6% 1,580 $310K
Marshall & Sterling Wealth Advisors Inc. 0.20% Add +54.0% 1,578 $310K
Morton Capital Management LLC 0.05% No change 1,575 $309K
McDonald Partners LLC 0.07% No change 1,573 $309K
Semus Wealth Partners LLC 0.17% Reduce -0.5% 1,570 $308K
Opal Wealth Advisors, LLC 0.07% Add +24.4% 1,568 $308K
Baker Avenue Asset Management, LP 0.01% Reduce -63.9% 1,568 $308K
Foronjy Financial LLC 0.13% Add +0.1% 1,565 $307K
JNBA Financial Advisors 0.03% Reduce -6.1% 1,564 $307K
BAM Wealth Management, LLC 0.23% Reduce -1.5% 1,563 $307K
Eldridge Investment Advisors, Inc. 0.07% No change 1,558 $306K
LCW Services, LLC 0.15% Add +34.0% 1,557 $305K
Afg Fiduciary Services Limited Partnership 0.18% New 1,543 $305K
Cascade Investment Advisors, Inc. 0.18% Add +4.5% 1,551 $304K
Traction Financial Partners, LLC 0.19% No change 1,549 $304K
Brandes Investment Partners, LP 0.00% Reduce -94.2% 1,547 $304K
Unified Investment Management 0.31% No change 1,546 $303K
Sunpointe, LLC 0.10% No change 1,541 $302K
Straight Path Wealth Management 0.08% No change 1,540 $302K
BankPlus Trust Department 0.08% No change 1,533 $301K
Fairvoy Private Wealth, LLC 0.07% Reduce -30.5% 1,533 $301K
Meridian Investment Counsel Inc. 0.07% No change 1,532 $301K
Compass Financial Group, Inc. 0.14% No change 1,529 $300K
PTM Wealth Management, LLC 0.16% Add +0.6% 1,514 $299K
FourThought Financial Partners, LLC 0.03% No change 1,522 $299K
Ceera Investments, LLC 0.13% No change 1,520 $298K
SimpliFi, Inc. 0.12% Reduce -3.3% 1,515 $297K
Laurel Wealth Advisors LLC 0.03% Reduce -34.4% 1,431 $296K
Financial Solutions Advisory Group, Inc. 0.04% — 1,510 $296K
IFG Advisors, LLC 0.05% Reduce -4.4% 1,505 $295K
Resolute Wealth Strategies, LLC 0.13% Add +0.3% 1,502 $295K
Hemenway Trust Co LLC 0.02% No change 1,500 $294K
OMNI 360 Wealth, Inc. 0.15% Add +0.1% 1,500 $294K
DHJJ Financial Advisors, Ltd. 0.10% Add +20.7% 1,499 $294K
Prevail Innovative Wealth Advisors, LLC 0.05% No change 1,499 $294K
Security National Bank 0.04% No change 1,497 $294K
Marathon Wealth Advisors LLC 0.12% Add +19.4% 1,496 $293K
Cpwa, LLC 0.35% — 1,408 $293K
Apriem Advisors 0.03% No change 1,492 $293K
Ledyard National Bank 0.03% No change 1,492 $293K
5T Wealth, LLC 0.11% No change 1,477 $290K
Stonebridge Capital Advisors LLC 0.02% Add +11.6% 1,477 $290K
Fortune Financial Advisors, LLC 0.15% New 1,473 $289K
Stockman Wealth Management, Inc. 0.03% Reduce -16.4% 1,470 $288K
Oak Asset Management, LLC 0.10% Add +25.7% 1,467 $288K
Perissos Private Wealth Management, LLC 0.25% No change 1,466 $288K
TD Asset Management Inc 0.00% No change 1,466 $288K
Sherman Wealth Management LLC 0.25% Add +0.6% 1,457 $286K
Aviance Capital Partners, LLC 0.03% Add +2.5% 1,457 $286K
Aurora Private Wealth, Inc. 0.20% No change 1,487 $284K
RAM Investment Partners, LLC 0.05% Add +0.2% 1,442 $283K
Versant Capital Management, Inc 0.03% Add +8.2% 1,442 $283K
Novare Capital Management LLC 0.02% No change 1,440 $283K
Clear Harbor Asset Management, LLC 0.02% Add +18.5% 1,436 $282K
First Nebraska Trust Co 0.03% No change 1,434 $281K
Formidable Asset Management, LLC 0.04% Add +0.6% 1,472 $281K
Slagle Financial, LLC 0.09% Add +1.4% 1,431 $281K
Allianz SE 0.00% Add +8.0% 1,430 $281K
RHS Financial, LLC 0.13% Add +2.9% 1,427 $280K
Hamilton Wealth, LLC 0.05% Reduce -2.1% 1,423 $279K
Evolution Wealth Management Inc. 0.20% Add +0.4% 1,419 $278K
Boyce & Associates Wealth Consulting, Inc. 0.21% Reduce -1.1% 1,409 $277K
Great Waters Wealth Management 0.03% Add +0.1% 1,406 $276K
Colton Groome Financial Advisors, LLC 0.08% Reduce -4.4% 1,405 $276K
Gen-Wealth Partners Inc 0.09% Add +0.3% 1,400 $275K
L & S Advisors Inc 0.03% No change 1,395 $274K
Lakeridge Wealth Management LLC 0.12% Reduce -1.5% 1,393 $273K
Private Wealth Management Group, LLC 0.07% Reduce -25.8% 1,387 $272K
Manske Wealth Management 0.08% No change 1,386 $272K
First Interstate Bank 0.02% Reduce -6.1% 1,384 $272K
Midwest Financial Network, LLC 0.22% New 1,384 $272K
Cahaba Wealth Management, Inc. 0.02% Add +0.1% 1,382 $271K
Winch Advisory Services, LLC 0.06% Add +5.0% 1,378 $270K
TCTC Holdings, LLC 0.01% Add +16.0% 1,378 $270K
Elevation Advisory Partners LLC 0.25% — 1,363 $270K
Pitcairn Wealth Advisors LLC 0.02% Reduce -0.1% 1,413 $270K
Stewardship Advisors, LLC 0.06% New 1,374 $269K
Gilbert & Cook, Inc. 0.03% No change 1,372 $269K
Roble, Belko & Company, Inc 0.03% No change 1,371 $269K
South Plains Financial, Inc. 0.16% Add +35.5% 1,368 $268K
Basso Capital Management, L.P. 0.16% Add +18.3% 1,366 $268K
Marco Investment Management LLC 0.02% No change 1,364 $268K
Heritage Oak Wealth Advisors LLC 0.08% Add +14.4% 1,362 $267K
Diversify Advisory Services, LLC 0.04% Reduce -91.9% 1,309 $266K
Navis Wealth Advisors, LLC 0.14% Reduce -76.0% 1,358 $266K
Seven Mile Advisory 0.19% Reduce -98.8% 1,353 $265K
Excalibur Management Corp. 0.10% No change 1,352 $265K
Amarillo National Bank 0.05% New 1,343 $263K
Carnegie Lake Advisors LLC 0.11% Reduce -15.7% 1,343 $263K
WealthTrust Axiom LLC 0.06% No change 1,342 $263K
JDM Financial Group LLC 0.10% No change 1,341 $263K
Sage Capital Advisors,llc 0.06% Reduce -1.6% 1,340 $263K
Kure Advisory, LLC 0.14% No change 1,339 $263K
Welch Group, LLC 0.01% No change 1,336 $262K
JSF Financial, LLC 0.05% Reduce -0.4% 1,332 $261K
Vista Investment Management 0.09% Reduce -1.0% 1,331 $261K
Fiduciary Financial Advisors 0.23% — 1,330 $261K
Go Invest LLC 0.07% Add +0.7% 1,323 $260K
Peterson Wealth Services 0.06% No change 1,321 $259K
Independence Wealth Advisors, LLC 0.14% No change 1,319 $259K
Three Magnolias Financial Advisors, LLC 0.16% Reduce -39.1% 1,318 $259K
Forefront Analytics, LLC 0.24% Reduce -62.0% 1,317 $258K
St. Clair Advisors, LLC 0.07% No change 1,316 $258K
Atlas Wealth LLC 0.10% Reduce -16.2% 1,312 $257K
Holderness Investments Co. 0.05% No change 1,312 $257K
Park National Corp. 0.01% Reduce -13.6% 1,312 $257K
Henrickson Nauta Wealth Advisors, Inc. 0.07% Reduce -50.4% 1,310 $257K
Grand Central Investment Group 0.19% No change 1,299 $255K
Whittier Trust Co. 0.00% No change 1,288 $255K
Quent Capital, LLC 0.02% Add +32.7% 1,298 $255K
Philadelphia Trust Co. 0.02% No change 1,297 $254K
Sargent Investment Group, LLC 0.03% New 1,292 $253K
Sonata Capital Group Inc. 0.09% Add +0.1% 1,290 $253K
Hazlett, Burt & Watson, Inc. 0.08% Add +5.7% 1,289 $253K
Goelzer Investment Management, Inc. 0.01% New 1,289 $253K
CVFG LLC 0.03% New 1,287 $252K
Palisades Hudson Asset Management, L.P. 0.10% New 1,282 $252K
Red Lighthouse Investment Management, LLC 0.09% No change 1,284 $252K
Ignite Planners, LLC 0.04% Reduce -1.6% 1,280 $251K
Maltin Wealth Management, Inc. 0.10% Add +1.2% 1,280 $251K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,280 $251K
Harfst & Associates, Inc. 0.04% No change 1,278 $251K
Smith Thornton Advisors LLC 0.13% No change 1,276 $250K
Curry Webb Wealth Management LLC 0.12% Reduce -10.8% 1,275 $250K
Financial Futures Ltd Liability Co. 0.11% Reduce -4.8% 1,274 $250K
Kassira Wealth Management LLC 0.23% No change 1,270 $249K
Resolute Advisors LLC 0.10% Add +0.6% 1,270 $249K
Bfsg, LLC 0.02% Add +51.0% 1,270 $249K
Capital Investment Counsel, Inc 0.03% No change 1,267 $249K
M.E. Allison & Co., Inc. 0.16% No change 1,266 $248K
Redmond Asset Management, LLC 0.07% No change 1,262 $248K
Retirement Solution LLC 0.06% New 1,261 $247K
Sage Investment Advisers LLC 0.18% New 1,255 $247K
Sterling Investment Management, LLC 0.15% New 1,256 $246K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,254 $246K
PlanVest Financial, Inc 0.19% — 1,253 $246K
MorganRosel Wealth Management, LLC 0.10% No change 1,252 $246K
Core Wealth Management, Inc. 0.08% No change 1,252 $246K
Duncker Streett & Co. Inc. 0.05% Reduce -3.1% 1,250 $245K
Pettyjohn, Wood & White, Inc. 0.04% Add +0.5% 1,246 $244K
Norris Perne & French LLP 0.01% Add +1.7% 1,245 $244K
D.B. Root & Company, LLC 0.06% New 1,243 $244K
Hardin Capital Partners, LLC 0.11% New 1,242 $244K
Rebalance, LLC 0.01% No change 1,237 $243K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.8% 1,236 $242K
Barton Investment Management 0.03% No change 1,235 $242K
HRC Wealth Management, LLC 0.11% New 1,229 $241K
Opes Wealth Management LLC 0.04% No change 1,228 $241K
HHM Wealth Advisors, LLC 0.03% Reduce -44.5% 1,227 $241K
Mascagni Wealth Management, Inc. 0.17% New 1,221 $239K
Cultivar Capital, Inc. 0.15% No change 1,220 $239K
Riverbridge Partners LLC 0.01% New 1,219 $239K
Old Peak Finance LLC 0.14% Add +0.2% 1,216 $239K
Searle & Co. 0.06% New 1,216 $239K
Austin Wealth Management, LLC 0.05% Reduce -82.0% 1,202 $238K
Laurel Wealth Planning LLC 0.13% No change 1,210 $237K
Carson Advisory Inc. 0.12% No change 1,209 $237K
Crux Wealth Advisors 0.09% Add +0.5% 1,208 $237K
Shoker Investment Counsel, Inc. 0.07% No change 1,208 $237K
Northside Capital Management, LLC 0.02% No change 1,200 $235K
Satovsky Asset Management LLC 0.04% Reduce -7.3% 1,200 $235K
Millstone Evans Group, LLC 0.14% No change 1,199 $235K
Signature Resources Capital Management, LLC 0.11% Add +0.7% 1,197 $235K
Carmel Capital Partners, LLC 0.08% New 1,194 $234K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +0.3% 1,192 $234K
QTR Family Wealth, LLC 0.10% Add +0.1% 1,151 $234K
Optima Capital LLC 0.11% No change 1,190 $233K
Granite FO LLC 0.14% No change 1,187 $233K
Penney Financial, LLC 0.09% New 1,187 $233K
Permanent Capital Management, LP 0.04% No change 1,125 $233K
Paulson Wealth Management Inc. 0.05% Reduce -0.1% 1,185 $232K
MontVue Capital Management, Inc. 0.16% Reduce -0.9% 1,183 $232K
OneAscent Wealth Management LLC 0.08% Reduce -8.2% 1,182 $232K
Crewe Advisors LLC 0.02% Add +2.6% 1,180 $232K
YHB Investment Advisors, Inc. 0.02% No change 1,177 $231K
Channel Wealth LLC 0.06% Reduce -15.5% 1,176 $231K
Virtue Capital Management, LLC 0.04% Add +13.8% 1,194 $230K
Alaethes Wealth, LLC 0.07% New 1,171 $230K
Journey Strategic Wealth LLC 0.01% No change 1,170 $230K
Horst & Graben Wealth Management LLC 0.03% No change 1,127 $229K
Patrick M Sweeney & Associates, Inc. 0.15% Add +0.1% 1,168 $229K
Curio Wealth, LLC 0.08% No change 1,167 $229K
Veracity Capital LLC 0.08% Reduce -2.7% 1,164 $228K
Two Sigma Securities, LLC 0.03% New 1,163 $228K
RBA Wealth Management, LLC 0.08% No change 1,161 $228K
Foresight Capital Management Advisors, Inc. 0.13% No change 1,160 $228K
Carlson Financial, Inc. 0.13% Reduce -1.8% 1,159 $227K
Steigerwald, Gordon & Koch Inc. 0.02% Add +223.5% 1,158 $227K
Wilkerson Advisory Group LLC 0.08% Reduce -2.0% 1,157 $227K
Reynders McVeigh Capital Management, LLC 0.01% New 1,159 $227K
WJ Financial Advisors LLC 0.18% Add +0.3% 1,157 $227K
Total Investment Management Inc. 0.03% Add +7.1% 1,153 $226K
ShankerValleau Wealth Advisors, Inc. 0.06% Reduce -1.5% 1,151 $226K
West Paces Advisors Inc. 0.04% Reduce -20.9% 1,149 $225K
Pinnacle Wealth Management Group, Inc. 0.11% No change 1,145 $225K
Bullock Wealth Management Group 0.11% Add +13.6% 1,140 $224K
Blankinship & Foster, LLC 0.05% No change 1,141 $224K
Valley Financial Group, Inc. 0.12% Reduce -2.6% 1,133 $222K
Chicago Capital, LLC 0.01% No change 1,130 $222K
Trust Point Inc. 0.02% No change 1,130 $222K
Forum Private Client Group LLC 0.07% No change 1,129 $221K
Crown Wealth Group, LLC 0.07% Reduce -1.6% 1,128 $221K
Resonant Capital Advisors, LLC 0.01% No change 1,128 $221K
Aviso Wealth Management 0.10% No change 1,127 $221K
Lazard Asset Management LLC 0.00% No change 1,477 $221K
Flaharty Asset Management, LLC 0.03% No change 1,125 $221K
Levin Capital Strategies, L.P. 0.02% No change 1,125 $221K
Jacobson & Schmitt Advisors, LLC 0.04% No change 1,124 $221K
Pandowealth. LLC 0.19% Add +0.5% 1,123 $220K
Teamwork Financial Advisors, LLC 0.02% New 1,120 $220K
Tiller Private Wealth, Inc. 0.08% Reduce -14.9% 1,117 $219K
Valued Retirements, Inc. 0.21% No change 1,116 $219K
Huntleigh Advisors, Inc. 0.04% New 1,116 $219K
Clarity Wealth Advisors, LLC 0.04% Reduce -1.9% 1,115 $219K
SMI Advisory Services, LLC 0.04% No change 1,105 $219K
Parkwoods Wealth Partners, LLC 0.05% Reduce -3.0% 1,114 $219K
TCV Trust & Wealth Management, Inc. 0.02% No change 1,114 $219K
Stonebrook Private Inc. 0.05% No change 1,113 $218K
Golden Bell Financial Planning LLC 0.17% Add +0.5% 1,110 $218K
Hyposwiss Advisors SA 0.22% No change 1,110 $218K
Delta Financial Advisors LLC 0.06% Reduce -2.6% 1,110 $218K
Arcadia Wealth Management, Inc. 0.12% Reduce -4.3% 1,108 $217K
KRM Wealth Management L.L.C. 0.11% New 1,107 $217K
Tumwater Wealth Management, LLC 0.09% Reduce -0.7% 1,107 $217K
TruWealth Advisors, LLC 0.01% Reduce -0.8% 1,107 $217K
Beckerman Institutional, LLC 0.12% New 1,106 $217K
Poinciana Advisors Group, LLC 0.17% No change 1,105 $217K
Community Bank, N.A. 0.03% No change 1,103 $216K
Williams & Novak, LLC 0.16% No change 1,100 $216K
Wealthquest Corp 0.02% Reduce -0.9% 1,101 $216K
Mfa Wealth Advisors, LLC 0.04% No change 1,100 $216K
CAP Partners, LLC 0.12% No change 1,098 $215K
Great Lakes Retirement, Inc. 0.02% No change 1,098 $215K
Empirical Asset Management, LLC 0.06% Add +0.0% 7,074 $215K
Shelton Capital Management 0.00% New 1,096 $215K
Gallagher Capital Advisors, LLC 0.14% Add +0.6% 1,096 $215K
Stenger Family Office, LLC 0.04% New 1,095 $215K
Stonebridge Financial Group, LLC 0.02% Add +0.3% 1,095 $215K
Sicart Associates LLC 0.06% No change 1,093 $214K
Foguth Wealth Management, LLC. 0.03% Reduce -29.7% 1,012 $214K
TCFG Wealth Management, LLC 0.08% New 1,091 $214K
TCFG Investment Advisors, LLC 0.08% — 1,091 $214K
Tribridge Partners Financial LLC 0.09% No change 1,086 $214K
MADDEN SECURITIES Corp 0.06% No change 1,089 $214K
LVW Advisors, LLC 0.02% No change 1,086 $213K
Cedarwood Wealth LLC 0.21% Reduce -35.4% 1,084 $213K
Longview Financial Advisors LLC 0.12% No change 1,082 $212K
Solitude Financial Services 0.06% Reduce -8.6% 1,048 $212K
First Western Trust Bank 0.01% Reduce -2.1% 1,079 $212K
Praetorian Wealth Management, Inc. 0.04% New 1,045 $211K
Sentinel Trust Co. Lba 0.02% No change 1,071 $210K
Cadia Private Client LLC 0.17% Add +0.1% 1,066 $209K
Hara Capital LLC 0.10% No change 1,065 $209K
First Bank & Trust 0.03% No change 1,064 $209K
FreeGulliver LLC 0.09% Add +0.5% 1,062 $208K
Clearstead Trust, LLC 0.03% Reduce -3.7% 1,060 $208K
Bluespring Wealth Management, LLC 0.02% No change 1,060 $208K
Intrust Bank NA 0.02% No change 1,060 $208K
Western Pacific Wealth Management, LP 0.21% New 1,058 $208K
First Command Advisory Services, Inc. 0.00% Add +1.9% 1,053 $207K
MFA Wealth Services 0.14% New 1,052 $206K
Orgel Wealth Management, LLC 0.00% Reduce -7.5% 1,052 $206K
Solstein Capital, LLC 0.08% New 1,050 $206K
Phoenix Wealth Advisors 0.08% New 1,050 $206K
MBA Advisors LLC 0.08% No change 1,048 $206K
Flynn Zito Capital Management, LLC 0.07% Reduce -9.1% 1,047 $205K
Capital City Trust Co. 0.05% New 1,046 $205K
Kera Capital Partners, Inc. 0.03% Reduce -3.7% 1,045 $205K
Hayek Kallen Investment Management 0.07% New 1,044 $205K
B.O.S.S. Retirement Advisors, LLC 0.06% New 1,044 $205K
Claris Advisors, LLC / Mo / 0.06% New 1,043 $205K
Elevation Wealth Partners, LLC 0.07% Reduce -13.6% 1,040 $204K
Biltmore Family Office, LLC 0.03% No change 1,040 $204K
Napier Financial, LLC 0.05% New 1,034 $203K
Peak Wealth Management LLC 0.17% New 1,033 $203K
Alchemi Wealth, LLC 0.11% New 1,031 $202K
Higgins & Schmidt Wealth Strategies LLC 0.09% Reduce -5.7% 1,030 $202K
Ballast Advisors LLC 0.06% Add +0.3% 1,028 $202K
Stillwater Capital Advisors, LLC 0.02% New 1,026 $201K
Briaud Financial Planning Inc 0.05% New 1,026 $201K
Inscription Capital, LLC 0.02% New 1,022 $201K
Garton & Associates Financial Advisors LLC 0.16% Add +16.6% 1,020 $200K
Ceeto Capital Group, LLC 0.06% No change 1,019 $200K
Valor Advisors LLC 0.16% No change 1,023 $195K
Rossmore Private Capital 0.02% Reduce -10.4% 994 $195K
Powell Investment Advisors, LLC 0.07% No change 973 $191K
Bradley & Co. Private Wealth Management, LLC 0.10% New 969 $190K
Pinney & Scofield, Inc. 0.10% Reduce -13.9% 960 $188K
HM Payson & Co. 0.00% Reduce -1.8% 949 $186K
Sherman Asset Management, Inc. 0.17% Add +43.4% 935 $183K
Pacifica Partners Inc. 0.06% Reduce -18.1% 924 $181K
Measured Wealth Private Client Group, LLC 0.05% No change 923 $181K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.7% 922 $181K
MeadowBrook Investment Advisors LLC 0.16% No change 921 $181K
Toth Financial Advisory Corp. 0.02% New 871 $171K
Burk Holdings LLC 0.07% New 845 $166K
Financial Freedom, LLC 0.08% Add +0.4% 831 $163K
Financial Network Wealth Advisors LLC 0.17% No change 828 $162K
City Holding Co. 0.02% Add +7.9% 806 $158K
Barnes Dennig Private Wealth Management LLC 0.15% Add +19.7% 795 $156K
Coston, McIsaac & Partners 0.04% Add +0.4% 793 $155K
Cornerstone Financial Management LLC 0.14% No change 785 $154K
Valued Wealth Advisors LLC 0.06% No change 785 $154K
EPG Wealth Management LLC 0.04% Add +0.4% 773 $152K
Wolff Wiese Magana LLC 0.08% Reduce -8.9% 765 $150K
JPL Wealth Management, LLC 0.03% New 756 $148K
Ameriflex Group, Inc. 0.07% Reduce -24.4% 739 $145K
Provident Wealth Management, LLC 0.04% No change 714 $140K
Prosperity Bancshares Inc 0.11% Add +22.3% 708 $139K
Walsh & Associates, LLC 0.14% No change 702 $138K
Aberdeen Wealth Management LLC 0.06% No change 700 $137K
Gilpin Wealth Management, LLC 0.11% Reduce -36.6% 699 $137K
Morris Financial Concepts, Inc. 0.05% Reduce -3.9% 698 $137K
Capitol Family Office, Inc. 0.16% No change 715 $137K
Purpose Unlimited Inc. 0.01% New 695 $136K
Vision Retirement, LLC 0.04% Add +86.0% 688 $135K
Park Place Capital Corp 0.03% Add +0.6% 681 $134K
Twin Peaks Wealth Advisors, LLC 0.03% New 674 $132K
Dagco, Inc. 0.03% Add +6.0% 672 $132K
Legacy Bridge, LLC 0.05% Add +27.1% 662 $130K
Arcadia Investment Advisors LLC 0.06% No change 658 $129K
Creative Capital Management Investments LLC 0.04% No change 652 $128K
Hilton Head Capital Partners, LLC 0.07% Add +0.3% 647 $127K
Bernard Wealth Management Corp. 0.05% No change 642 $126K
Lynch Asset Management, Inc. 0.04% Reduce -4.8% 639 $125K
LGT Financial Advisors LLC 0.64% Add +0.5% 635 $125K
Entrust Financial LLC 0.09% Add +19.6% 635 $125K
Adirondack Trust Co. 0.04% Add +1.3% 634 $124K
Kings Path Partners LLC 0.04% Add +0.6% 632 $124K
Ulland Investment Advisors, LLC 0.11% No change 626 $123K
Corsicana & Co. 0.08% No change 708 $122K
Sachetta, LLC 0.07% No change 623 $122K
Thompson Investment Management, Inc. 0.02% Add +12.2% 617 $121K
Sellwood Investment Partners LLC 0.05% No change 616 $121K
True Wealth Design, LLC 0.03% Add +73.0% 609 $119K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 607 $119K
Accent Capital Management, LLC 0.06% No change 600 $118K
Pin Oak Investment Advisors Inc. 0.08% No change 585 $115K
Evensky & Katz LLC 0.01% Reduce -0.2% 551 $108K
Arlington Trust Co LLC 0.01% Reduce -22.5% 550 $108K
Fairway Wealth LLC 0.03% New 545 $107K
Marquette Asset Management, LLC 0.02% No change 534 $105K
Redwood Park Advisors LLC 0.08% No change 525 $103K
Paladin Advisory Group, LLC 0.08% No change 523 $103K
Integrity Financial Corp 0.05% No change 522 $102K
Physician Wealth Advisors, Inc. 0.01% Add +16.4% 518 $102K
Canton Hathaway, LLC 0.02% No change 515 $101K
Hughes Financial Services, LLC 0.02% Reduce -4.5% 506 $99K
one8zero8, LLC 0.02% No change 504 $99K
Noble Wealth Management PBC 0.05% Reduce -5.0% 499 $98K
Richards, Merrill & Peterson, Inc. 0.04% Reduce -4.8% 499 $98K
Hoey Investments, Inc. 0.01% No change 498 $98K
Davis Capital Management 0.06% No change 482 $95K
Addison Advisors LLC 0.02% No change 481 $94K
Strategic Advisory Partners, LLC 0.07% New 468 $92K
Basepoint Wealth LLC 0.05% Add +0.7% 462 $91K
Silicon Valley Capital Partners 0.01% Add +0.4% 457 $90K
Sittner & Nelson, LLC 0.03% No change 443 $87K
Kimelman & Baird, LLC 0.01% No change 441 $87K
1015 Capital Partners, LLC 0.08% No change 434 $85K
Grand Wealth Management, LLC 0.04% No change 434 $85K
Resources Management Corp. /CT/ 0.01% No change 416 $82K
United Community Bank 0.03% Add +49.1% 410 $80K
Evelyn Partners Investment Management Services Ltd 0.01% No change 410 $80K
Retiremitten Financial LLC 0.04% — 404 $79K
Founders Capital Management 0.04% Add +33.3% 400 $78K
Cornerstone Planning Group LLC 0.01% Reduce -31.1% 370 $76K
Missouri Trust & Investment Co 0.02% No change 386 $76K
Morton Brown Family Wealth, LLC 0.02% Add +0.3% 375 $74K
Beacon Investment Advisory Services, Inc. 0.00% New 374 $73K
3Chopt Investment Partners, LLC 0.02% No change 369 $72K
Barclays PLC 0.00% New 369 $72K
Wallace Hart LLC 0.10% Add +2333.3% 365 $72K
Southern Michigan Bank & Trust 0.03% — 361 $71K
Birchwood Financial Partners, Inc. 0.07% Add +0.3% 361 $71K
Providence Capital Advisors, LLC 0.01% Reduce -27.4% 357 $70K
Pacific Center for Financial Services 0.02% No change 343 $67K
Kozak & Associates, Inc. 0.01% Add +8.3% 328 $66K
Clean Yield Group 0.02% No change 329 $65K
Protective Life Corp. 0.21% New 326 $64K
Evelyn Partners Asset Management Ltd 0.02% No change 320 $63K
DecisionPoint Financial, LLC 0.01% No change 313 $61K
Clear Investment Research, LLC 0.10% New 311 $61K
Strengthening Families & Communities, LLC 0.01% New 305 $60K
Ramirez Asset Management, Inc. 0.01% No change 300 $59K
Hollencrest Capital Management 0.00% Add +23.6% 299 $59K
Retirement Wealth Solutions LLC 0.04% Reduce -63.9% 298 $58K
Bear Mountain Capital, Inc. 0.02% No change 283 $58K
Elevate Wealth Advisory, Inc. 0.04% No change 294 $58K
Ares Financial Consulting, LLC 0.05% No change 293 $58K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% No change 274 $54K
Financial Consulate, Inc. 0.01% No change 274 $54K
WealthCollab, LLC 0.02% Reduce -90.0% 273 $53K
American Capital Advisory, LLC 0.02% No change 271 $53K
Mark Sheptoff Financial Planning, LLC 0.03% Reduce -41.8% 251 $52K
Cordant, Inc. 0.02% No change 262 $51K
GW&K Investment Management, LLC 0.00% No change 259 $51K
Bellevue Asset Management, LLC 0.03% Add +0.4% 258 $51K
Legend Capital Advisors LLC 0.03% New 257 $50K
Tradewinds Capital Management, LLC 0.01% No change 254 $50K
Pflug Koory, LLC 0.02% Add +10.0% 252 $49K
Avion Wealth 0.01% Reduce -38.2% 235 $46K
SYM FINANCIAL Corp 0.00% No change 228 $45K
MBM Wealth Consultants, LLC 0.01% New 227 $45K
MPWM Advisory Solutions, LLC 0.02% Add +10.2% 227 $45K
Byrne Asset Management LLC 0.03% No change 225 $44K
Monetary Solutions, Ltd 0.04% No change 211 $41K
Atwood & Palmer Inc. 0.00% Reduce -29.7% 208 $41K
Aspect Partners, LLC 0.02% No change 207 $41K
Rice Partnership, LLC 0.01% No change 206 $40K
Evergreen Advisors, LLC 0.01% New 205 $40K
Sawyer & Company, Inc 0.02% No change 204 $40K
Peachtree Investment Partners, LLC 0.01% Add +1.0% 194 $38K
Godfrey Financial Associates, Inc. 0.03% Reduce -14.0% 190 $37K
Midway Capital Research & Management 0.03% New 187 $37K
Citizens National Bank Trust Department 0.01% No change 187 $37K
Team Financial Group, LLC 0.02% No change 186 $37K
Comprehensive Financial Planning, Inc. 0.03% Add +0.5% 185 $36K
Whipplewood Advisors, LLC 0.02% No change 185 $36K
Luken Investment Analytics, LLC 0.01% No change 183 $36K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $34K
Cardinal Strategic Wealth Guidance 0.01% No change 173 $34K
Proathlete Wealth Management LLC 0.01% No change 171 $34K
Y.D. More Investments Ltd 0.00% No change 166 $33K
Piscataqua Savings Bank 0.02% No change 160 $31K
Chesapeake Asset Management LLC 0.02% No change 158 $31K
Pittenger & Anderson Inc. 0.00% Reduce -58.2% 156 $31K
Rexford Capital Inc. 0.02% Add +124.6% 155 $30K
Your Advocates Ltd., LLP 0.01% No change 155 $30K
Godsey & Gibb, Inc. 0.00% Add +13.3% 153 $30K
Independence Bank of Kentucky 0.00% No change 152 $30K
TopTier Wealth Management, LLC 0.02% New 151 $30K
CNB Bank 0.01% No change 151 $30K
Albion Financial Group 0.00% Add +18.8% 139 $27K
Provenance Wealth Advisors, LLC 0.00% No change 137 $27K
Towne Trust Company, N.A 0.01% Reduce -28.6% 135 $26K
Arvest Investments, Inc. 0.00% No change 132 $26K
Dorato Capital Management 0.02% No change 127 $26K
Activest Wealth Management 0.00% Reduce -40.8% 129 $25K
Investors Research Corp 0.00% No change 128 $25K
IFG Advisory, LLC 0.07% Reduce -99.8% 127 $25K
Networth Advisors, LLC 0.02% Add +69.9% 124 $24K
Aventura Private Wealth, LLC 0.01% No change 122 $24K
Rosenberg Matthew Hamilton 0.00% No change 117 $23K
BankChampaign, National Association 0.02% New 114 $22K
Lowe Brockenbrough & Co. Inc. 0.00% No change 112 $22K
Mascoma Wealth Management LLC 0.00% No change 109 $21K
Riverview Trust Co 0.03% No change 105 $21K
Capital & Planning, LLC 0.01% New 102 $20K
Viewpoint Capital Management LLC 0.01% No change 100 $20K
Field & Main Bank 0.01% No change 98 $19K
Broadwater Capital Management LLC 0.01% No change 100 $19K
Eukles Asset Management 0.01% No change 96 $19K
Innovative Asset Advisors Group, LLC 0.01% — 92 $18K
1 North Wealth Services LLC 0.01% No change 91 $18K
GoalVest Advisory LLC 0.00% Add +75.0% 91 $18K
Woodard & Co. Asset Management Group Inc. 0.00% No change 87 $17K
LM Advisors LLC 0.09% Add +3.3% 3,303 $17K
ROSS\JOHNSON & Associates LLC 0.30% Add +1.2% 86 $17K
Bayban 0.01% No change 84 $16K
Transce3nd, LLC 0.14% Reduce -7.9% 82 $16K
Alerus Financial NA 0.00% No change 82 $16K
Vision Financial Markets LLC 0.02% No change 81 $16K
Manning & Napier Advisors LLC 0.00% Add +3900.0% 80 $15K
Reyes Financial Architecture, Inc. 0.01% New 78 $15K
PFC Capital Group, Inc. 0.01% No change 80 $15K
Edmond DE Rothschild Holding S.A. 0.00% New 73 $14K
McGuire Capital Advisors Inc. 0.01% Reduce -22.0% 71 $14K
Advisortrust Partners, LLC 0.01% New 70 $14K
PFS Partners, LLC 0.01% Add +1.7% 61 $12K
Tower View Wealth Management LLC 0.01% Reduce -10.6% 59 $12K
Bollard Group LLC 0.00% New 55 $11K
Van Den Berg Management I, Inc. 0.00% Reduce -52.2% 54 $11K
Aviso Financial Inc. 0.00% No change 52 $10K
POM Investment Strategies, LLC 0.01% Reduce -87.7% 51 $10K
Ogorek Anthony Joseph /NY/ 0.00% No change 56 $10K
Burkett Financial Services, LLC 0.00% Add +437.5% 43 $9K
Urban Financial Advisory Corp 0.00% New 43 $8K
YANKCOM Partnership 0.00% No change 43 $8K
Navigoe, LLC 0.00% No change 45 $8K
HFM Investment Advisors, LLC 0.00% No change 40 $8K
Central Pacific Bank - Trust Division 0.00% No change 38 $7K
First Financial Corp. 0.00% No change 36 $7K
Main Management LLC 0.00% New 38 $7K
Clark Wealth Partners 0.00% New 34 $7K
SRH Advisors, LLC 0.00% New 34 $7K
Greykasell Wealth Strategies, Inc. 0.00% Add +3.0% 34 $7K
Anfield Capital Management, LLC 0.00% No change 30 $6K
Daytona Street Capital LLC 0.00% No change 28 $6K
Key Capital Management, INC 0.00% Reduce -72.5% 27 $5K
Sunrise Financial Services, LLC 0.00% No change 23 $5K
Fortis Group Advisors, LLC 0.00% No change 22 $4K
Hickory Point Bank & Trust 0.00% New 20 $4K
Trask Adam Roland 0.00% — 18 $4K
MJT & Associates Financial Advisory Group, Inc. 0.00% Reduce -68.8% 15 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $2K
Quaker Wealth Management, LLC 0.00% No change 11 $2K
Spurstone Advisory Services, LLC 0.04% Reduce -42.1% 11 $2K
Carolina Wealth Advisors, LLC 0.00% Reduce -91.9% 10 $2K
Blume Capital Management, Inc. 0.00% No change 8 $2K
Delos Wealth Advisors, LLC 0.00% No change 5 $981
Vermillion Wealth Management, Inc. 0.00% New 5 $981
Rakuten Securities, Inc. 0.00% Reduce -40.0% 3 $589
Cheviot Value Management, LLC 0.00% No change 3 $589
Delta Asset Management LLC 0.00% No change 2 $392
RHL Group, LLC 0.00% No change 1 $197
Truvestments Capital LLC 0.00% Reduce -98.9% 1 $196

"% 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.