Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q2 2026 (June 30)
2,806holders +87
169new positions
87sold out
5famous investors
$217.44avg. 13F price*

At the end of Q2 2026, 2,806 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 87 from Q1 2026. 169 opened new positions and 87 sold out. The largest holders were Bank of America Corp. ($29.3B), Jones Financial Companies LLLP ($9.7B) and Morgan Stanley ($7.7B). 5 famous investors held it, including Joel Greenblatt (0.4% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions169$399.4M
Exits87$307.1M

All 13F filers, Q1 2026 → Q2 2026: 33,699,875 shares bought and 15,032,832 shares sold, net +18,667,043 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,806 holders

Bank of America Corp. 1.89% Add +2.1% 134,456,813 $29.3B
Jones Financial Companies LLLP 3.90% Reduce -13.1% 44,576,925 $9.7B
Morgan Stanley 0.41% Add +5.2% 35,380,683 $7.7B
Envestnet Asset Management Inc. 1.19% Add +2.4% 23,134,608 $5.0B
UBS Group AG 0.47% Add +1.1% 13,657,773 $3.0B
LPL Financial LLC 0.56% Add +2.5% 11,459,495 $2.5B
Ameriprise Financial Inc. 0.51% Reduce -0.2% 11,382,858 $2.5B
Raymond James Financial Inc. 0.53% Add +3.3% 9,022,251 $2.0B
EP Wealth Advisors, LLC 7.48% Add +6.7% 8,979,182 $2.0B
Wells Fargo & Company 0.33% Add +2.6% 8,715,764 $1.9B
Cetera Investment Advisers 1.59% Add +3.2% 7,986,168 $1.7B
Tiaa-Cref Individual & Institutional Services, LLC 5.15% Add +2.9% 6,864,026 $1.5B
Captrust Financial Advisors 2.27% Add +1.9% 6,787,174 $1.5B
Royal Bank of Canada 0.22% Add +2.5% 5,958,171 $1.3B
D.A. Davidson & Co. 6.86% Add +1.4% 5,687,753 $1.2B
Pathstone Holdings, LLC 3.32% Add +10832.1% 5,221,598 $1.1B
Mather Group, Llc. 9.61% Add +337.3% 5,054,784 $1.1B
Mariner, LLC 1.12% Reduce -2.0% 4,957,163 $1.1B
Northwestern Mutual Wealth Management Co. 0.56% Add +5.4% 4,787,110 $1.0B
Betterment LLC 1.75% Reduce -2.2% 4,758,077 $1.0B
FMR LLC 0.04% Reduce -0.6% 4,519,995 $985.0M
Focus Partners Wealth 0.95% Reduce -0.5% 4,261,836 $928.8M
PNC Financial Services Group, Inc. 0.45% Reduce -1.6% 4,180,724 $911.1M
JPMorgan Chase & Co. 0.05% Add +5.4% 4,163,597 $910.3M
Sei Investments Co. 0.75% Add +1.9% 3,912,536 $852.7M
HighTower Advisors, LLC 0.77% Add +4.0% 3,662,549 $798.2M
Caisse de depot et placement du Quebec 1.09% Add +35.8% 3,511,326 $765.2M
Rwa Wealth Partners, LLC 7.30% Add +2.0% 3,499,691 $762.7M
Moneta Group Investment Advisors LLC 5.55% Add +2.1% 3,442,447 $750.2M
Citigroup Inc. 0.32% Add +37.1% 3,193,415 $695.9M
Goldman Sachs Group Inc. 0.07% Add +9.4% 3,132,906 $682.8M
Mission Wealth Management, LP 8.45% Add +29.5% 3,111,513 $678.1M
Bank of New York Mellon Corp 0.11% Add +0.7% 3,095,793 $674.7M
Balentine LLC 22.38% Add +1.5% 2,889,469 $629.7M
Osaic Holdings, Inc. 0.73% Add +11.3% 2,853,732 $622.1M
Commonwealth Equity Services, LLC 0.75% Add +3.3% 2,722,879 $593.4M
CBIZ Investment Advisory Services, LLC 19.38% No change 2,701,704 $530.1M
Truist Financial Corp. 0.61% Reduce -3.0% 2,333,072 $508.4M
Choreo, LLC 5.33% Add +2.4% 2,228,830 $485.7M
Assetmark, Inc. 0.75% Add +41.6% 1,993,299 $434.4M
Cerity Partners LLC 0.52% Add +21.4% 1,970,185 $429.5M
Waldron Private Wealth LLC 13.88% Add +2.7% 1,839,020 $400.8M
Modera Wealth Management, LLC 4.26% Add +3.5% 1,830,633 $398.9M
Stifel Financial Corp. 0.33% Add +7.5% 1,818,811 $396.4M
Facet Wealth, Inc. 5.36% Add +7.9% 1,717,827 $374.4M
Bell Bank 13.21% Reduce -2.3% 1,588,925 $346.3M
Beacon Pointe Advisors, LLC 1.53% Add +14.5% 1,508,278 $328.7M
Baird Financial Group, Inc. 0.45% Reduce -0.5% 1,503,856 $327.7M
Rockefeller Capital Management L.P. 0.50% Add +2.0% 1,483,132 $323.2M
Lincoln National Corp. 8.18% Add +4.8% 1,465,806 $319.4M
Wealth Enhancement Advisory Services, LLC 0.53% Add +0.1% 1,446,927 $316.7M
Retirement Investment Advisors, Inc. 22.24% Add +3.4% 1,422,244 $312.0M
MML Investors Services, LLC 0.63% Add +21.1% 1,420,885 $309.7M
United Capital Financial Advisors, LLC 1.70% Reduce -1.3% 1,414,717 $308.4M
Sanctuary Advisors, LLC 1.32% Add +5.1% 1,300,791 $283.5M
Savant Capital, LLC 0.83% Add +195.1% 1,335,326 $283.3M
Blair William & Co. 0.70% Add +5.7% 1,232,497 $268.6M
CIBC Bancorp USA Inc. 0.31% Add +7.3% 1,158,627 $252.7M
Brookstone Capital Management 2.48% Add +6.1% 1,134,611 $247.3M
Coldstream Capital Management Inc. 3.12% Reduce -36.7% 1,134,483 $247.2M
Garde Capital, Inc. 10.68% Add +1.3% 1,093,987 $238.4M
NewEdge Advisors, LLC 0.68% Reduce -8.4% 1,046,231 $228.0M
Cambridge Investment Research Advisors, Inc. 0.51% Add +1.4% 1,043,747 $227.5M
Kestra Advisory Services, LLC 0.73% Add +6.7% 1,030,956 $224.7M
Merit Financial Group, LLC 1.38% Add +2.2% 1,019,302 $222.1M
Alliancebernstein L.P. 0.07% Reduce -5.8% 1,119,341 $219.6M
SCS Capital Management LLC 2.04% Reduce -2.1% 992,941 $216.4M
Stephens Group Asset Management, LLC 12.09% Reduce -0.3% 981,676 $213.9M
Members Trust Co 6.40% Reduce -3.4% 943,694 $205.7M
Creative Planning 0.12% Add +3.6% 935,349 $203.8M
Vantagepoint Investment Advisers LLC 1.48% No change 909,566 $198.2M
Everhart Financial Group, Inc. 12.50% Add +5.1% 896,315 $195.3M
Systematic Alpha Investments, LLC 5.24% No change 894,868 $195.0M
RMG Wealth Management LLC 19.87% Add +6.4% 850,915 $192.6M
Gotham Asset Management 0.44% Add +2.0% 875,457 $190.8M
Thrive Wealth Management, LLC 24.38% Add +0.9% 869,143 $189.4M
Equitable Holdings, Inc. 1.10% Reduce -26.2% 845,551 $184.3M
71 West Capital Partners 6.35% Reduce -0.2% 843,239 $183.8M
Sequoia Financial Advisors, LLC 0.89% Add +4.4% 815,425 $177.7M
Unison Advisors LLC 12.31% Add +1.3% 810,094 $176.5M
Corient Private Wealth LP 0.24% Reduce -18.1% 797,039 $173.7M
Saudi Central Bank 2.16% No change 756,686 $164.9M
Vista Capital Partners, Inc. 14.35% Reduce -1.3% 753,032 $164.1M
Woodmont Investment Counsel LLC 8.95% Add +1.9% 752,493 $164.0M
BlackRock, Inc. 0.00% Reduce -30.7% 730,222 $159.1M
Permanens Capital L.P. 16.33% Add +21.6% 728,513 $158.8M
Strategies Wealth Advisors, LLC 14.17% Reduce -2.1% 726,738 $158.4M
Focused Wealth Management, Inc 13.85% Add +3.3% 719,710 $156.8M
MAI Capital Management 0.60% Add +143.2% 719,031 $156.7M
Clearstead Advisors, LLC 1.48% Reduce -4.3% 718,373 $156.6M
Private Advisor Group, LLC 0.70% Reduce -35.7% 696,736 $151.8M
Partners Capital Investment Group, LLP 5.36% Add +8.8% 696,729 $151.8M
Brandywine Oak Private Wealth LLC 11.44% Reduce -1.2% 691,901 $150.8M
Simon Quick Advisors, LLC 6.09% Add +4.4% 691,556 $150.7M
Bank of Montreal 0.06% Add +259.0% 687,594 $149.8M
Farther Finance Advisors, LLC 1.17% Add +23.1% 686,893 $149.7M
Prime Capital Investment Advisors, LLC 1.40% Reduce -2.3% 661,224 $144.1M
US Bancorp \de 0.16% Add +2.5% 660,491 $143.9M
RMR Wealth Builders 8.89% Add +14.5% 656,979 $143.2M
Janney Montgomery Scott LLC 0.28% Add +90.2% 656,703 $143.1M
Brickley Wealth Management 20.36% Add +1.0% 650,628 $141.8M
Cary Street Partners Financial LLC 3.10% Reduce -1.4% 650,283 $141.7M
Nepc LLC 2.64% Reduce -8.0% 648,293 $141.3M
Orion Porfolio Solutions, LLC 1.07% Add +19.5% 643,614 $140.3M
Mountain Capital Investment Advisors Inc. 19.62% Add +1.4% 632,277 $137.8M
Citizens Financial Group Inc. 1.64% Reduce -1.1% 626,479 $136.5M
&partners 0.54% Add +20.9% 603,952 $131.6M
Foster Group, Inc. 3.45% Reduce -1.6% 595,455 $129.8M
Arax Advisory Partners 0.86% Add +31.3% 593,047 $129.2M
IFC Advisors LLC 16.36% Add +0.9% 591,148 $128.8M
Invictus Private Wealth, LLC 6.86% Add +1.8% 586,270 $127.8M
Accredited Investors Inc. 5.50% Add +6.7% 583,998 $127.3M
BOK Financial Private Wealth, Inc. 6.51% Add +0.8% 582,494 $126.9M
Mercer Global Advisors Inc. 0.16% Add +20.9% 581,774 $126.8M
Bleakley Financial Group, LLC 1.61% Add +0.2% 580,029 $126.4M
Summit Financial, LLC 1.38% Add +4.4% 577,286 $125.8M
Clark Asset Management, LLC 9.48% Add +8.3% 554,604 $120.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.81% Add +3.3% 540,755 $117.8M
Jupiter Topco LLC 0.05% — 538,421 $117.3M
Natixis Advisors, LLC 0.13% Add +14.8% 532,440 $116.0M
Pathway Financial Advisors LLC 13.52% Reduce -0.9% 528,713 $115.9M
Financial Synergies Wealth Advisors, Inc. 9.65% Reduce -3.7% 522,479 $113.9M
Euclidean Capital LLC 25.77% No change 520,000 $113.3M
Nadler Financial Group, Inc. 9.60% Add +1.6% 519,516 $113.2M
BIP Wealth, LLC 3.17% Add +11.2% 513,451 $111.9M
CreativeOne Wealth, LLC 2.41% Add +1.9% 511,950 $111.6M
Cornerstone Management, Inc. 15.52% Reduce -4.4% 495,026 $107.9M
Envestnet Portfolio Solutions, Inc. 0.51% Add +1.9% 487,653 $106.3M
Bank of Hawaii 5.22% Reduce -3.2% 485,299 $105.8M
Concurrent Investment Advisors, LLC 0.90% Add +40.7% 483,371 $105.3M
Relyea Zuckerberg Hanson LLC 8.42% Reduce -0.1% 463,300 $101.0M
Vanguard Advisers Inc. 0.34% Add +5.2% 452,824 $98.7M
Fifth Third Bancorp 0.16% Reduce -2.9% 445,041 $97.0M
Creative Financial Designs Inc. 4.60% Reduce -4.7% 443,005 $96.5M
Steward Partners Investment Advisory, LLC 0.48% Add +1.4% 434,881 $94.8M
Parkway Wealth Management Group, LLC 10.92% Add +0.5% 434,082 $94.6M
Kestra Private Wealth Services, LLC 1.04% Add +2.4% 432,511 $94.3M
Stephens Inc. 1.04% Add +1.4% 423,860 $92.4M
VestGen Advisors, LLC 2.69% Reduce -30.8% 420,404 $91.6M
Trust Co of Tennessee 15.87% Reduce -12.1% 416,745 $90.8M
Warwick Investment Management, Inc. 10.17% Add +18.2% 415,845 $90.6M
Pasadena Private Wealth, LLC 11.53% Add +0.5% 412,598 $89.9M
Atria Investments, Inc 0.89% Add +6.9% 407,990 $88.9M
Lido Advisors, LLC 0.32% Reduce -22.2% 404,014 $88.0M
M&T Bank Corp 0.26% Add +0.5% 402,616 $87.7M
Presilium Private Wealth, LLC 13.40% Add +4.6% 400,678 $87.3M
Rodgers & Associates, LTD 7.89% Reduce -2.3% 398,813 $86.9M
Riversedge Advisors, LLC 11.48% Add +5.7% 396,548 $86.4M
EverSource Wealth Advisors, LLC 2.77% Reduce -41.0% 376,246 $82.0M
Koshinski Asset Management, Inc. 4.31% Add +3.4% 371,288 $80.9M
Bessemer Group Inc. 0.11% Reduce -34.8% 369,616 $80.5M
UMB Bank, n.a. 1.02% Reduce -2.9% 369,456 $80.5M
CSM Advisors, LLC 1.71% No change 367,088 $80.0M
Advisors Capital Management, LLC 0.86% Add +3.5% 365,535 $79.7M
Grey Fox Wealth Advisors, LLC 12.45% Add +3.6% 364,086 $79.3M
Thrivent Financial for Lutherans 0.14% Reduce -1.2% 363,525 $79.2M
Japan Science & Technology Agency 1.47% No change 357,328 $77.9M
DAVENPORT & Co LLC 0.40% Add +14.9% 355,438 $77.5M
Condor Capital Management 5.80% Reduce -0.5% 355,254 $77.4M
Sage Financial Group Inc. 4.22% Reduce -1.1% 349,814 $76.2M
Gleason Group, Inc. 6.61% Reduce -1.4% 347,598 $75.8M
Oarsman Capital, Inc. 7.97% Add +10.0% 345,705 $75.3M
Signaturefd, LLC 1.00% Reduce -1.7% 345,106 $75.2M
Cresset Asset Management, LLC 0.27% Add +5.0% 343,447 $74.8M
OLIO Financial Planning 18.36% Add +2.9% 339,638 $74.0M
Wealthspire Advisors, LLC 0.41% Add +15.2% 337,510 $73.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1.07% Reduce -1.1% 336,297 $73.3M
Equitable Trust Co. 3.03% Add +0.9% 332,785 $72.5M
Baltimore-Washington Financial Advisors, Inc. 2.65% Add +8.1% 323,686 $70.5M
Allworth Financial LP 0.30% Reduce -25.1% 318,233 $69.4M
Blue Edge Capital, LLC 8.26% Reduce -0.2% 315,681 $68.8M
Trust Co 6.19% Reduce -1.6% 314,768 $68.6M
LPWM LLC 15.18% Add +666.4% 314,012 $68.4M
Affinity Capital Advisors, LLC 8.28% Reduce -0.3% 305,455 $67.0M
Foster Victor Wealth Advisors, LLC 3.52% Add +3.7% 306,626 $67.0M
Partners in Financial Planning 9.90% Reduce -2.5% 299,573 $65.3M
Tiaa Trust, National Association 3.85% Add +2.5% 298,886 $65.1M
Waverly Advisors, LLC 0.38% Reduce -7.4% 298,743 $65.1M
AQR Capital Management 0.02% Add +15.7% 297,018 $64.7M
Focus Financial Network, Inc. 2.00% Add +6.9% 296,209 $64.6M
Hirtle & Co., LLC 2.24% Reduce -2.2% 293,453 $64.0M
Quest Investment Management LLC 7.25% Reduce -4.2% 284,636 $62.0M
Cahill Financial Advisors Inc. 5.94% Add +3.9% 283,723 $61.8M
MCF Advisors LLC 2.20% Add +4.5% 282,188 $61.5M
Bishop & Co Investment Management, LLC 18.90% Add +0.4% 281,643 $61.4M
Marshall Wace, LLP 0.05% New 280,670 $61.2M
Trustmark Bank Trust Department 3.64% Reduce -0.9% 280,219 $61.1M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.94% Add +13.6% 273,505 $59.6M
Signature Estate & Investment Advisors LLC 1.05% Reduce -18.0% 268,009 $58.4M
State Farm Mutual Automobile Insurance Co. 0.04% Add +32.2% 267,809 $58.4M
Baron Silver Stevens Financial Advisors, LLC 7.34% Reduce -0.2% 265,398 $57.8M
Lake Street Private Wealth, LLC 6.60% Add +0.8% 263,720 $57.5M
Sigma Investment Counselors Inc. 2.75% Add +37.0% 258,496 $56.3M
Strategic Investment Advisors / MI 3.40% Add +0.4% 258,148 $56.3M
Mgo One Seven LLC 0.93% Add +2.0% 257,696 $56.2M
Chaney Capital Management, Inc. 17.63% Reduce -1.5% 257,338 $56.1M
Noble Family Wealth, LLC 9.96% Add +3.5% 255,451 $55.7M
Savvy Advisors, Inc. 1.18% Add +2.9% 254,013 $55.4M
Truefg, LLC 12.78% Add +1.9% 251,166 $54.7M
Angeles Wealth Management, LLC 2.48% Add +0.2% 248,948 $54.3M
Crane Advisory, LLC 7.78% Reduce -1.2% 247,476 $54.2M
Hennion & Walsh Asset Management, Inc. 1.54% Add +4.5% 246,833 $53.8M
Northern Trust Corp. 0.01% Add +30.1% 246,079 $53.6M
J.W. Cole Advisors, Inc. 0.92% New 245,269 $53.5M
Midland Wealth Advisors, LLC 2.49% Reduce -6.5% 243,137 $53.0M
NewEdge Wealth, LLC 0.53% Reduce -2.6% 241,853 $52.7M
Oxford Financial Group, LTD. LLC 2.67% Reduce -4.2% 241,470 $52.6M
Apella Capital, LLC 0.74% Add +4.0% 237,757 $52.2M
Wealth Analytics Partners, LLC 18.85% Add +0.3% 237,675 $52.0M
Jane Street Group, LLC 0.03% Add +198.6% 235,693 $51.4M
CoreCap Advisors, LLC 1.50% Add +179.6% 234,031 $51.0M
Strategic Blueprint, LLC 2.54% Add +12.6% 233,671 $50.9M
Quantinno Capital Management LP 0.06% Add +21.0% 230,407 $50.2M
TL Private Wealth 18.20% Reduce -1.1% 225,992 $49.6M
HUB Investment Partners, LLC 0.90% Add +9.0% 225,673 $49.2M
Frisch Financial Group, Inc. 8.29% Add +15.0% 221,651 $48.3M
Integrated Wealth Concepts LLC 0.31% Add +22.6% 220,816 $48.1M
Golden Road Advisors LLC 23.31% Add +0.9% 220,555 $48.1M
Ameritas Advisory Services, LLC 0.97% Add +176.5% 219,229 $47.8M
Mainsail Asset Management, LLC 18.72% Add +1.7% 219,224 $47.8M
BlueSky Wealth Advisors, LLC 5.53% Add +16.6% 219,076 $47.7M
Financial Engines Advisors L.L.C. 0.08% Reduce -3.6% 218,735 $47.7M
Harel Insurance Investments & Financial Services Ltd. 0.23% No change 216,309 $47.1M
FLC Capital Advisors 7.73% Add +1.7% 216,102 $47.1M
Mitchell McLeod Pugh & Williams Inc. 5.75% Add +9.7% 215,062 $46.9M
Legacies Wealth LLC 25.32% Add +4.4% 212,071 $46.2M
Mesirow Financial Investment Management, Inc. 0.72% Add +1.7% 211,587 $46.1M
Evergreen Capital Management LLC 0.81% Add +6.6% 210,730 $45.9M
Ni Acquisitions Company, LLC 19.52% — 209,922 $45.7M
Integrity Alliance, Llc. 1.43% Add +2.6% 208,271 $45.4M
Global Retirement Partners, LLC 0.69% — 207,880 $45.3M
Advisory Services Network, LLC 0.52% Add +0.4% 207,849 $45.3M
Nomura Asset Management Co. Ltd. 0.10% Add +0.1% 206,200 $44.9M
Berman McAleer LLC 5.15% Reduce -0.2% 204,256 $44.5M
Vise Technologies, Inc. 0.50% Add +299.0% 203,963 $44.4M
Avior Wealth Management, LLC 1.16% Reduce -2.7% 202,913 $44.2M
Wealth Alliance Advisory Group, LLC 6.23% Add +0.3% 197,770 $43.1M
Diesslin Group, Inc. 16.56% New 197,031 $42.9M
Financial Advisors Network, Inc. 5.16% Add +6.9% 193,041 $42.1M
Kingswood Wealth Advisors, LLC 1.69% Add +2.2% 192,157 $41.9M
Glenmede Trust Co. NA 0.18% Add +0.2% 191,778 $41.8M
Jacobsen Capital Management 12.11% Add +0.2% 189,940 $41.4M
Old Mission Investment Co LLC 8.59% Reduce -29.3% 189,173 $41.2M
TD Private Client Wealth LLC 0.76% Add +2.2% 188,953 $41.2M
Lodestar Private Asset Management LLC 3.49% Add +11.2% 185,201 $40.4M
Regatta Capital Group, LLC 5.41% Add +0.7% 184,611 $40.2M
Federation des caisses Desjardins du Quebec 0.12% Add +14.9% 184,234 $40.2M
Mosaic Family Wealth Partners, LLC 2.71% Add +0.7% 183,564 $40.0M
Hiley Hunt Wealth Management 15.72% Add +2.5% 182,583 $39.8M
Cambridge Capital Management, LLC 15.08% Add +0.3% 182,010 $39.7M
Nwam LLC 1.97% Add +2.0% 180,719 $39.4M
AE Wealth Management LLC 0.18% Add +25.4% 180,477 $39.3M
Bare Financial Services, Inc 9.02% Add +2.9% 180,434 $39.3M
Marino, Stram & Associates LLC 6.26% Add +1.9% 180,415 $39.3M
Goldstone Financial Group, LLC 3.59% Reduce -6.5% 180,069 $39.2M
Financial Advisory Corp 5.20% Reduce -17.8% 179,938 $39.2M
Greenbush Financial Group, LLC 11.49% Add +75.8% 179,259 $39.1M
Valley Wealth Managers, Inc. 2.25% Add +0.2% 178,281 $38.9M
AAF Wealth Management, LLC 14.11% Reduce -4.7% 175,562 $38.3M
Cornerstone Wealth Advisors, Inc. 7.91% Reduce -0.0% 173,296 $37.8M
MA Private Wealth 5.60% Add +1.7% 172,629 $37.6M
First Manhattan Co. Llc. 0.10% Add +645.0% 171,366 $37.3M
Arbor Wealth Advisors LLC 22.80% Add +1.1% 171,136 $37.3M
Kaydan Wealth Management, Inc. 11.33% Add +2.8% 170,649 $37.2M
Warner Financial, Inc. 10.83% Add +0.2% 168,994 $36.8M
Tudor Investment Corporation 0.15% Add +379.9% 168,168 $36.6M
Valley National Advisers Inc. 4.04% Add +7.8% 166,981 $36.4M
Modern Wealth Management, LLC 0.43% Add +0.0% 166,666 $36.3M
Allen Wealth Management, LLC 17.65% Add +4.5% 166,292 $36.2M
Compound Planning, Inc. 0.95% Add +8.5% 166,114 $36.2M
Park Avenue Securities LLC 0.22% Add +6.7% 164,751 $35.9M
Brown Advisory Inc. 0.06% Add +1.4% 164,529 $35.9M
Elm Partners Management LLC 1.29% Add +18.0% 164,329 $35.8M
Acorn Creek Capital LLC 11.96% Reduce -2.5% 164,268 $35.8M
Bragg Financial Advisors, Inc 0.96% Add +0.6% 164,170 $35.8M
Capital Wealth Management, LLC 8.58% Add +2.7% 163,748 $35.7M
Nuveen, LLC 0.01% New 162,915 $35.5M
United Financial Planning Group LLC 17.92% Add +4.3% 161,587 $35.3M
Waterford Advisors, LLC 9.63% Add +3.6% 161,913 $35.3M
Fee-Only Financial Planning, L.C. 18.77% Reduce -2.2% 160,709 $35.0M
Bokf, NA 0.48% Add +15.9% 160,535 $35.0M
Stratos Wealth Partners, LTD. 0.35% Add +3.5% 159,733 $34.8M
Earned Wealth Advisors, LLC 2.23% Reduce -0.4% 158,612 $34.6M
Principal Securities, Inc. 0.41% Add +5.5% 155,650 $33.9M
Wealthspire Retirement, LLC 1.85% Reduce -6.8% 155,176 $33.8M
Studio Investment Management LLC 5.68% Reduce -0.4% 154,262 $33.6M
Smith & Howard Wealth Management, LLC 6.85% Add +0.4% 152,708 $33.3M
Mutual Advisors, LLC 0.62% Add +17.8% 151,081 $32.9M
Sageworth Trust Co 1.29% Reduce -12.2% 150,070 $32.7M
First American Trust, FSB 1.97% Reduce -2.9% 149,984 $32.7M
Vestmark Advisory Solutions, Inc. 0.31% Reduce -35.1% 149,816 $32.6M
Freedom Investment Management, Inc. 9.04% Reduce -1.8% 148,914 $32.5M
Impact Partnership Wealth, LLC 3.15% Reduce -8.7% 148,872 $32.4M
First PREMIER Bank 5.23% Add +0.9% 148,500 $32.4M
Fiduciary Financial Group, LLC 3.65% Add +11.1% 147,777 $32.2M
Newton One Investments LLC 8.08% Reduce -0.1% 147,233 $32.1M
FWG Holdings, LLC 11.14% Add +16.9% 145,104 $32.1M
Trustees of Dartmouth College 9.57% Reduce -19.4% 146,886 $32.0M
Lebenthal Global Advisors, LLC 4.28% Add +0.3% 145,753 $31.8M
Greenup Street Wealth Management LLC 3.83% Reduce -39.5% 144,574 $31.5M
Parallel Advisors, LLC 0.48% Reduce -1.0% 144,407 $31.5M
Wealth Architects, LLC 2.48% Reduce -1.4% 144,223 $31.4M
Towerpoint Wealth, LLC 10.92% Reduce -6.0% 144,190 $31.4M
Courier Capital LLC 1.55% Reduce -1.4% 142,350 $31.0M
Market Street Wealth Management Advisors LLC 4.41% Add +0.7% 142,237 $31.0M
Granite Bay Wealth Management, LLC 2.84% Add +5350.7% 141,718 $30.9M
Rise Advisors, LLC 8.68% Reduce -7.5% 141,554 $30.8M
25 LLC 8.42% Add +1.8% 141,177 $30.8M
HB Wealth Management, LLC 0.17% Add +100.3% 140,986 $30.7M
Meridian Wealth Management, LLC 0.95% Add +6.1% 140,666 $30.6M
IMA Advisory Services, Inc. 1.91% New 139,739 $30.5M
Dakota Wealth Management 0.58% Reduce -0.1% 139,506 $30.4M
Veery Capital, LLC 8.14% Add +1.2% 139,016 $30.3M
Hilltop Partners LLC 7.28% Reduce -17.9% 137,778 $30.0M
TD Capital Management LLC 2.43% Reduce -0.8% 136,583 $29.8M
REAP Financial Group, LLC 5.08% Add +3.6% 136,401 $29.7M
Shore Point Advisors, LLC 10.16% Add +8.2% 256,817 $29.7M
Arcadia Wealth Management, LLC 9.30% Add +0.2% 135,960 $29.6M
Wealthspan Partners, LLC 9.28% Add +1.4% 135,058 $29.4M
Financial Management Professionals, Inc. 2.78% Reduce -5.2% 134,689 $29.4M
Prospera Financial Services Inc 0.43% Reduce -2.1% 134,317 $29.3M
Fifth Third Securities, Inc. 1.66% Reduce -0.0% 133,846 $29.2M
Evolution Advisers, Inc. 10.64% Add +1.6% 132,861 $29.0M
Parker Financial LLC 10.57% Reduce -1.3% 132,585 $28.9M
Clayton Financial Group LLC 15.82% Add +2.5% 131,275 $28.6M
Great Valley Advisor Group, Inc. 0.45% Add +0.0% 130,769 $28.5M
Focus Partners Advisor Solutions, LLC 0.24% Add +42.1% 130,734 $28.5M
First Horizon Corp. 1.09% Add +1.8% 130,364 $28.4M
E&R Wealth Management, LLC 23.89% Add +9.2% 129,203 $28.2M
White Lighthouse Investment Management Inc. 3.50% Reduce -1.7% 128,941 $28.1M
Discipline Wealth Solutions, LLC 2.45% Add +26.8% 128,602 $28.0M
Arkadios Wealth Advisors 0.43% Add +0.2% 128,194 $27.9M
Bridgewealth Advisory Group, LLC 5.27% Add +10.6% 128,153 $27.9M
Steele Capital Management, Inc. 1.02% Add +6.5% 127,476 $27.8M
Harbour Investments, Inc. 0.37% Add +5.3% 127,337 $27.8M
New York Life Investment Management LLC 0.19% Add +29.2% 126,879 $27.7M
Sepio Capital, LP 1.38% Reduce -30.3% 125,736 $27.4M
Chicago Partners Investment Group LLC 0.55% Reduce -0.8% 124,577 $27.4M
Oak Root LLC 3.02% Add +10.4% 125,436 $27.3M
STAR Financial Bank 11.02% Add +1.9% 124,166 $27.1M
Werba Rubin Papier Wealth Management 3.24% Add +7.8% 122,581 $26.7M
Retirement Planning Group, LLC 0.68% Add +1.1% 122,262 $26.6M
Visionary Wealth Advisors 1.05% Add +13.6% 122,060 $26.6M
Venture Visionary Partners LLC 0.74% Add +6.2% 121,865 $26.6M
Staley Capital Advisers Inc. 1.03% Add +0.2% 121,677 $26.5M
Certified Advisory Corp 2.13% Add +1.0% 121,337 $26.4M
Sovereign Financial Group, Inc. 4.01% Add +1.3% 120,194 $26.2M
Capital Investment Advisory Services, LLC 1.61% Add +0.5% 119,947 $26.1M
Copper Harbor Investment Advisors, LLC 5.51% — 119,536 $26.1M
Oppenheimer & Co. Inc. 0.28% Add +19.2% 119,503 $26.0M
Franklin Resources Inc. 0.01% Add +21.7% 119,043 $25.9M
Droms Strauss Advisors Inc. /Mo/ 5.87% Reduce -0.3% 118,667 $25.9M
Rochester Wealth Strategies, LLC 14.19% Reduce -19.0% 117,621 $25.6M
Mayfair Advisory Group, LLC 7.73% Add +3.7% 115,972 $25.6M
Firestone Capital Management 4.72% Add +1.0% 116,359 $25.4M
LaSalle St. Investment Advisors, LLC 3.09% Add +1.7% 115,954 $25.3M
Elite Financial, Inc. 10.20% Add +2.5% 115,821 $25.2M
Compton Wealth Advisory Group, LLC 5.08% Reduce -1.4% 115,854 $25.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.60% Add +55.4% 115,465 $25.2M
Associated Banc-Corp 0.60% Add +18.9% 115,343 $25.1M
Ashton Thomas Private Wealth, LLC 0.52% Reduce -6.4% 115,263 $25.1M
Steelhead Wealth Management LLC 10.10% Add +286.4% 115,096 $25.1M
Robertson Stephens Wealth Management, LLC 0.62% Reduce -9.0% 115,022 $25.1M
RFG Advisory, LLC 0.39% Add +5.6% 114,814 $25.0M
Advantage Trust Co 8.77% Reduce -2.2% 114,408 $24.9M
Performance Wealth Partners, LLC 0.61% Add +34.3% 113,513 $24.7M
Kingsview Wealth Management, LLC 0.30% Add +8.4% 113,253 $24.7M
Heartwood Wealth Advisors LLC 1.91% Reduce -0.1% 112,929 $24.6M
Matrix Private Capital Group LLC 10.61% Add +2.4% 111,904 $24.4M
Midwest Financial Partners Investments, Inc. 10.10% Add +7.7% 111,586 $24.3M
Antonelli Financial Advisors, LLC 16.66% Reduce -23.0% 111,515 $24.3M
Spire Wealth Management 0.73% Reduce -2.4% 110,697 $24.1M
Aspen Wealth Strategies, LLC 11.67% Add +1.9% 110,634 $24.1M
Nabity-Jensen Investment Management Inc 14.59% Reduce -1.3% 109,239 $23.8M
Campbell Deegan Wealth Management, LLC 16.90% Add +0.1% 109,127 $23.8M
Affiance Financial, LLC 3.39% Add +4.3% 108,012 $23.5M
Sapient Capital LLC 0.31% Add +0.8% 107,862 $23.5M
Rinkey Investments 5.43% Add +9.0% 105,750 $23.0M
Perkins Coie Trust Co 3.82% Add +2.6% 105,689 $23.0M
Brown Wealth Management, LLC 5.14% Add +6.8% 105,387 $23.0M
Cresta Advisors, Ltd. 8.24% Reduce -1.9% 105,372 $23.0M
Sowell Financial Services LLC 0.75% Add +30.9% 105,151 $22.9M
Segall Bryant & Hamill, LLC 0.27% Reduce -28.5% 104,817 $22.8M
DeLarme Wealth Management, Inc. 13.21% Add +2.0% 104,526 $22.8M
Strategic Investment Solutions, Inc. 5.20% Add +9.9% 104,302 $22.7M
One Charles Private Wealth Services, LLC 5.24% Add +4.5% 104,141 $22.7M
R. W. Roge & Company, Inc. 9.62% Add +0.6% 104,065 $22.7M
Compass Planning Associates Inc 12.15% Reduce -1.9% 103,099 $22.5M
Sightline Wealth Advisors, LLC 8.21% Add +4.1% 102,924 $22.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -46.1% 102,593 $22.4M
Beacon Financial Group 1.98% Reduce -13.8% 100,053 $21.8M
Aspiriant, LLC 0.53% Reduce -0.6% 98,826 $21.5M
Highland Investment Advisors LLC 9.37% — 98,553 $21.5M
Robinswood Financial LLC 6.12% Add +3.5% 98,042 $21.4M
Topel & Distasi Wealth Management, LLC 10.18% Reduce -3.7% 96,813 $21.1M
QRG Capital Management, Inc. 0.17% Add +13.0% 96,753 $21.1M
Blueline Advisors LLC 14.57% Add +4.6% 96,573 $21.0M
Hartmann Taylor Wealth Management, LLC 13.83% Reduce -0.1% 106,445 $20.9M
Valmark Advisers, Inc. 0.22% Reduce -5.0% 95,418 $20.8M
Aspire Private Capital, LLC 4.30% Reduce -3.4% 95,360 $20.8M
Commerce Bank 0.09% Reduce -1.4% 94,770 $20.7M
Whitegate Investment Counselors, Inc. 5.88% Add +2.8% 94,722 $20.6M
Prism Advisors, Inc. 5.01% Reduce -1.9% 94,669 $20.6M
Inlight Wealth Management, LLC 6.53% Add +5.5% 94,203 $20.5M
CX Institutional 0.59% Add +2.0% 94,196 $20.5M
Capital Analysts, LLC 0.47% Add +4.2% 93,779 $20.4M
Cherry Tree Wealth Management, LLC 3.84% Reduce -0.8% 93,541 $20.4M
Junk Investment Group, LLC 9.00% Add +1.4% 93,271 $20.3M
B. Riley Wealth Advisors, Inc. 1.11% Reduce -1.6% 92,789 $20.3M
Falcon Wealth Planning 1.27% Reduce -1.2% 92,484 $20.2M
Legacy Wealth Partners, LLC 4.49% Reduce -21.1% 91,743 $20.0M
Legacy Edge Advisors, LLC 1.82% Reduce -2.3% 90,983 $19.8M
Global Strategic Investment Solutions, LLC 1.77% Add +0.1% 90,901 $19.8M
PCA Investment Advisory Services Inc. 5.52% Reduce -1.1% 90,832 $19.8M
Tortoise Investment Management, LLC 1.47% Add +1.7% 90,620 $19.7M
DiPaolo Financial Group, Inc. 12.90% Add +1.1% 90,605 $19.7M
Wealthfront Advisers LLC 0.04% Add +11.4% 90,125 $19.6M
Beacon Financial Strategies CORP 9.76% Add +1.8% 90,043 $19.6M
Black Diamond Financial, LLC 1.73% Reduce -0.0% 90,032 $19.6M
First National Bank of Omaha 0.55% Add +1.3% 89,635 $19.5M
Souders Financial Advisors 1.97% Reduce -3.6% 89,650 $19.5M
Benjamin Edwards Inc. 0.18% Add +9.2% 89,553 $19.5M
Financial Advisory Partners, LLC 5.10% Add +4.1% 89,480 $19.5M
Gill Capital Partners, LLC 5.16% Add +4.5% 89,352 $19.5M
Bell Investment Advisors, Inc 2.85% Reduce -10.3% 89,061 $19.4M
Ellis Investment Partners, LLC 2.94% Add +1.6% 88,979 $19.4M
Stone Summit Wealth LLC 4.88% Reduce -1.5% 88,161 $19.2M
Pure Financial Advisors, LLC 0.25% Reduce -2.4% 88,114 $19.2M
First United Bank & Trust 5.50% Reduce -1.2% 87,761 $19.1M
GFS Advisors, LLC 2.04% Reduce -0.6% 20,282 $19.1M
Kathmere Capital Management, LLC 1.01% Add +0.1% 87,526 $19.1M
Ancora Advisors LLC 0.36% Add +8.9% 85,983 $18.7M
Nicolet Bankshares Inc. 0.59% Add +2.6% 84,960 $18.6M
Novem Group 1.88% Reduce -0.2% 85,113 $18.5M
Moody National Bank Trust Division 1.53% Add +1.2% 85,005 $18.5M
Essex Financial Services, Inc. 0.92% Reduce -1.3% 84,871 $18.5M
Prosperity Advisers, LLC 13.39% Add +2.9% 84,852 $18.5M
Lutz Financial Services LLC 1.13% Add +0.0% 84,845 $18.5M
AlphaCore Capital LLC 0.34% Reduce -11.9% 84,559 $18.4M
Outlook Wealth Advisors, LLC 3.96% Add +1.0% 84,073 $18.3M
IFG Advisory, LLC 0.64% Add +65999.2% 83,946 $18.3M
CGN Advisors LLC 1.33% Add +4.1% 83,429 $18.2M
Plum Street Advisors, LLC 5.76% Reduce -2.5% 82,745 $18.0M
AJ Advisors, LLC 5.59% Add +2.4% 82,596 $18.0M
World Investment Advisors 0.30% Add +2.0% 86,380 $18.0M
Forvis Mazars Wealth Advisors, LLC 0.30% Reduce -6.5% 81,904 $17.8M
Bruce G. Allen Investments, LLC 11.35% Reduce -6.9% 81,761 $17.8M
Berger Financial Group, Inc 0.91% Reduce -1.9% 81,743 $17.8M
TKG Advisors, LLC 6.16% Add +2.7% 81,349 $17.7M
IHT Wealth Management, LLC 0.37% Add +5.9% 80,284 $17.5M
Smartleaf Asset Management LLC 0.57% No change 79,955 $17.5M
E&G Advisors, LLC 3.34% Add +1.6% 79,423 $17.3M
OneDigital Investment Advisors LLC 0.15% Add +3.1% 79,242 $17.3M
Hopwood Nicholas Hunter 4.73% Add +2.3% 79,163 $17.3M
Gladstone Institutional Advisory LLC 0.55% Add +5.1% 79,155 $17.3M
Gemmer Asset Management LLC 1.16% Reduce -3.8% 78,997 $17.2M
Clear Creek Financial Management, LLC 1.10% Add +48.6% 78,791 $17.2M
Members Advisory Group LLC 4.78% Reduce -2.0% 78,490 $17.1M
Threadgill Financial, LLC 7.03% Add +31.7% 78,198 $17.1M
Crusonia Wealth Advisors LLC 2.80% Add +4.8% 78,127 $17.0M
Bay Harbor Wealth Management, LLC 3.93% Reduce -1.6% 78,117 $17.0M
Main Line Retirement Advisors, LLC 7.80% Reduce -0.1% 78,103 $17.0M
Kilter Group LLC 6.11% Add +73.6% 77,434 $16.9M
Eclectic Associates Inc. 1.92% Reduce -1.6% 77,405 $16.9M
SWP Financial LLC 7.77% Reduce -18.6% 77,089 $16.8M
Matauro, LLC 2.20% Add +11.5% 76,502 $16.7M
Exchange Traded Concepts, LLC 0.08% Add +16.6% 76,492 $16.7M
Wedbush Securities Inc. 0.43% Add +2.6% 76,422 $16.7M
Cora Capital Advisors LLC 4.66% Add +1.3% 76,185 $16.6M
Composition Wealth, LLC 0.19% Add +2.4% 76,163 $16.6M
Sax Wealth Advisors, LLC 0.67% Add +75.3% 84,536 $16.6M
Ieq Capital, LLC 0.08% Reduce -6.8% 76,018 $16.6M
Coastal Bridge Advisors, LLC 1.02% Add +15.1% 75,905 $16.5M
Perigon Wealth Management, LLC 0.26% Add +2.5% 75,754 $16.5M
Breakwater Capital Group 1.98% Reduce -0.5% 75,479 $16.4M
Midwest Trust Co 0.19% Add +1.7% 75,225 $16.4M
Latigo Investments, LLC 7.28% No change 74,917 $16.3M
Diversified Portfolios, Inc. 1.18% Reduce -0.4% 74,853 $16.3M
Harbor Investment Advisory, LLC 1.14% Add +9.6% 74,540 $16.2M
Empowered Funds, LLC 0.09% Add +34.7% 74,194 $16.2M
Thayer Financial, L.L.C. 14.65% Add +2.6% 73,957 $16.1M
OpenArc Corporate Advisory, LLC 0.19% Reduce -2.3% 73,946 $16.1M
Cooper Capital Advisors LLC 6.97% Add +3.6% 73,724 $16.1M
Wealthcare Advisory Partners LLC 0.30% Reduce -38.9% 73,598 $16.0M
Mayport, LLC 2.45% Add +2.2% 72,444 $15.8M
Schwallier Wealth Management LLC 9.97% Reduce -29.4% 72,415 $15.8M
Payne Capital Management, LLC 4.20% Reduce -0.8% 72,361 $15.8M
EdgeRock Capital LLC 3.57% Add +2.6% 72,356 $15.8M
FF Advisors,LLC 5.90% Add +6.7% 72,331 $15.8M
HTG Investment Advisors, Inc. 3.99% Reduce -0.9% 71,371 $15.6M
Sigma Planning Corp 0.39% Reduce -2.0% 70,802 $15.4M
Cooksen Wealth, LLC 9.72% Add +0.0% 70,749 $15.4M
Weaver Capital Management LLC 3.39% No change 78,321 $15.4M
Pearl Planning LLC 7.05% Reduce -3.9% 70,334 $15.3M
Wetzel Investment Advisors, Inc. 5.31% Reduce -20.1% 70,122 $15.3M
Clark Financial Services Group Inc. 7.19% Add +3.0% 69,929 $15.2M
Americana Partners, LLC 0.34% Add +1.6% 69,487 $15.1M
Cercano Management LLC 2.01% No change 69,120 $15.1M
Boston Partners 0.01% Add +8.6% 69,109 $15.1M
Ausdal Financial Partners, Inc. 0.59% Add +1.9% 68,789 $15.0M
Wellspring Financial Advisors, LLC 0.99% Reduce -0.0% 903,424 $15.0M
Weil Company, Inc. 2.64% New 68,752 $15.0M
First Heartland Consultants, Inc. 0.97% Reduce -2.5% 68,578 $14.9M
Joel Isaacson & Co., LLC 0.43% Add +24.7% 68,527 $14.9M
UNIVEST FINANCIAL Corp 0.73% Add +11.3% 68,375 $14.9M
Gallagher Fiduciary Advisors, LLC 0.49% Add +1.3% 68,352 $14.9M
Madden Advisory Services, Inc. 5.33% Add +5.6% 68,169 $14.9M
Valence8 US LP 4.89% Add +131.5% 67,421 $14.7M
Hoge Financial Services, LLC 6.97% Reduce -0.4% 66,802 $14.6M
Krilogy Financial LLC 0.43% Reduce -0.9% 66,644 $14.5M
Collective Family Office LLC 2.96% Add +3.5% 66,431 $14.5M
Zhang Financial LLC 0.42% Add +1.0% 66,394 $14.5M
Leeward Financial Partners, LLC 3.77% Add +2.3% 66,023 $14.4M
Beacon Bridge Wealth Partners, LLC 4.09% Reduce -16.7% 65,893 $14.4M
BlueStem Wealth Partners, LLC 1.43% Add +19.6% 65,820 $14.3M
Family Manage LLC 1.50% Add +19.2% 65,762 $14.3M
Emerald Advisors, LLC 1.79% Reduce -4.3% 65,479 $14.3M
5th Street Advisors, LLC 5.52% Reduce -0.3% 65,391 $14.3M
Titleist Asset Management, LLC 0.96% Reduce -1.8% 65,352 $14.2M
Pinnacle Financial Partners, Inc. 0.10% Add +12.9% 65,273 $14.2M
Prosperitas Financial LLC 4.55% Add +1.2% 65,251 $14.2M
O'shaughnessy Asset Management, LLC 0.07% Reduce -15.8% 64,957 $14.2M
Macro Advisors, Inc. 4.50% Add +14.9% 64,836 $14.1M
Meramec Financial Planners, LLC 5.11% Add +3.7% 63,038 $14.0M
Cornerstone Wealth Management, LLC 0.60% Add +3.2% 63,893 $13.9M
CJM Wealth Advisers, Ltd. 3.64% Reduce -6.1% 63,607 $13.9M
Thrive Capital Management, LLC 2.60% Add +19.9% 63,226 $13.8M
VSM Wealth Advisory, LLC 3.66% Add +4.0% 63,154 $13.8M
Ellevest, Inc. 1.62% Add +53.6% 93,734 $13.8M
Wealth Management Strategies, Inc. 5.37% Add +13.0% 63,061 $13.7M
Hohimer Wealth Management, LLC 1.42% Add +5.8% 62,973 $13.7M
Sterling Investment Advisors LLC 6.16% Add +0.7% 62,968 $13.7M
Cascades Capital Asset Management, LLC 5.11% Add +27.5% 62,880 $13.7M
Maryland Capital Advisors Inc. 4.39% — 62,873 $13.7M
Trust Co of the South 1.93% Add +6.6% 62,764 $13.7M
Curran Financial Partners, LLC 2.03% Add +31.0% 62,697 $13.7M
Mokosak Advisory Group, LLC 2.96% Reduce -3.0% 62,620 $13.6M
Peak Retirement Planning, Inc. 2.16% Add +25.0% 62,479 $13.6M
Roof Eidam Maycock Peralta, LLC 2.67% Add +3.0% 62,162 $13.5M
Five Pine Wealth Management 7.66% Reduce -2.0% 62,151 $13.5M
Northstar Group, Inc. 1.79% Add +8.4% 61,837 $13.5M
CENTRAL TRUST Co 0.24% Reduce -1.6% 61,830 $13.5M
Integrity Wealth Solutions LLC 4.95% Reduce -3.7% 61,483 $13.4M
Cordoba Advisory Partners LLC 2.84% Add +0.5% 61,411 $13.4M
Safir Wealth Advisors, LLC 8.68% Add +0.4% 61,267 $13.4M
G&S Capital LLC 3.87% Add +0.5% 61,252 $13.3M
Wedmont Private Capital 0.37% Reduce -0.4% 60,866 $13.3M
Strategic Equity Management 4.48% New 61,205 $13.3M
Hurley Capital, LLC 6.91% Add +1.8% 61,160 $13.3M
Keeler & Nadler Financial Planning & Wealth Management 3.77% Add +3.6% 60,981 $13.3M
Alliance Wealth Advisors, LLC 5.29% Add +5.8% 60,721 $13.2M
Aire Advisors, LLC 2.13% Reduce -2.4% 60,032 $13.1M
American Investment Services, Inc. 2.76% Reduce -0.1% 60,000 $13.1M
Snowden Capital Advisors LLC 0.31% Add +4.0% 59,895 $13.1M
RFG Holdings, Inc. 2.72% Add +4.6% 59,528 $13.0M
Apollon Wealth Management, LLC 0.16% Add +3.9% 59,419 $12.9M
Level Financial Advisors 2.89% Add +15.3% 59,363 $12.9M
Perennial Investment Advisors, LLC 0.86% Add +18.4% 59,265 $12.9M
Quotient Wealth Partners, LLC 0.30% Reduce -0.1% 59,183 $12.9M
Keystone Financial Group 0.77% Reduce -0.8% 59,136 $12.9M
Grove Bank & Trust 1.28% Add +4.3% 59,101 $12.9M
NorthLanding Financial Partners, LLC 8.90% Add +1.2% 59,001 $12.9M
Flagship Wealth Advisors, LLC 2.88% Add +16.4% 58,991 $12.9M
Cassilly Financial Group LLC 9.32% Add +0.0% 58,906 $12.8M
Traveka Wealth, LLC 4.25% Reduce -2.5% 58,656 $12.8M
Kovack Advisors, Inc. 0.61% Add +1.0% 58,639 $12.8M
First County Bank 6.03% Add +10.1% 58,439 $12.7M
Dynamic Wealth Strategies, LLC 6.76% Reduce -0.7% 58,254 $12.7M
IFP Advisors, Inc 0.23% Reduce -16.1% 57,979 $12.6M
Woodward Financial Advisors, Inc. 4.22% — 57,923 $12.6M
SouthState Bank Corp 0.53% Reduce -6.7% 57,869 $12.6M
Weinberger Asset Management, Inc 4.01% Add +3.1% 56,837 $12.5M
Watershed Private Wealth LLC 3.52% Reduce -23.1% 57,299 $12.5M
CWS Financial Advisors, LLC 2.76% Reduce -1.7% 57,101 $12.4M
Red Wave Investments LLC 3.15% Reduce -3.2% 56,880 $12.4M
Vaquero Private Wealth, Ltd. 2.54% — 56,555 $12.3M
Align Financial, LLC 6.05% Reduce -0.7% 55,967 $12.2M
One Capital Management, LLC 0.34% No change 62,034 $12.2M
Shrier Wealth Management, LLC 4.15% Add +4.7% 55,832 $12.2M
BLB&B Advisors, LLC 0.44% Reduce -1.1% 55,306 $12.1M
Tradewinds, LLC. 2.71% New 4,575 $12.0M
Nations Financial Group Inc, /Ia/ 0.57% Add +1.6% 55,208 $12.0M
KFA Private Wealth Group, LLC 2.89% Reduce -8.5% 55,015 $12.0M
Cranbrook Wealth Management, LLC 2.24% Reduce -0.6% 55,009 $12.0M
LightSquare Wealth Management, LLC 8.24% Reduce -8.8% 54,815 $11.9M
Prestige Wealth Management Group LLC 2.16% Add +0.8% 54,640 $11.9M
MTC Wealth Management LLC 5.33% Reduce -1.9% 54,553 $11.9M
Chilton Investment Co. Inc. 0.28% Add +1.1% 54,453 $11.9M
Grandview Asset Management LLC 2.95% Add +10.3% 54,413 $11.9M
Advisors Preferred, LLC 1.81% No change 53,400 $11.7M
Raab & Moskowitz Asset Management LLC 2.35% Add +0.8% 53,586 $11.7M
Macco Financial Group, Inc. 7.58% Add +47.8% 53,513 $11.7M
Connecticut Wealth Management, LLC 0.43% Add +1.1% 53,459 $11.7M
Bravera Wealth 4.44% Add +7.9% 53,159 $11.6M
Per Stirling Capital Management, LLC. 1.10% Add +3.4% 53,101 $11.6M
Boyd Wealth Management, LLC 4.38% Reduce -55.0% 53,058 $11.6M
Tempo Wealth, LLC 1.71% Reduce -1.1% 52,995 $11.5M
Atmos Advisory, LLC 6.03% Add +1.1% 52,972 $11.5M
XY Planning Network, Inc. 1.45% Add +205.8% 52,971 $11.5M
Register Financial Advisors LLC 3.50% Add +1.5% 52,413 $11.4M
LeClair Wealth Partners LLC 5.91% New 52,383 $11.4M
Kelleher Financial Advisors 1.63% Add +93.0% 52,254 $11.4M
Carter Financial, LLC 8.54% Reduce -1.8% 52,230 $11.4M
Cyndeo Wealth Partners, LLC 0.54% Reduce -0.2% 52,156 $11.4M
Forbes Financial Planning, Inc. 6.09% Reduce -0.1% 52,084 $11.4M
First National Bank Sioux Falls 3.07% No change 55,412 $11.2M
Prairieview Wealth Partners, LLC 8.37% Reduce -0.6% 51,409 $11.2M
Ami Investment Management Inc. 2.37% Add +3.2% 51,240 $11.2M
Migdal Insurance & Financial Holdings Ltd. 0.07% Reduce -3.0% 51,084 $11.1M
Capital Advisors Wealth Management, LLC 1.31% Add +11.2% 51,078 $11.1M
Common Fund for Nonprofit Organizations 1.02% New 51,021 $11.1M
Cypress Point Wealth Management, LLC 2.26% Add +63.0% 50,921 $11.1M
Kintra Wealth, LLC 0.58% Reduce -14.4% 48,764 $11.1M
BTC Capital Management, Inc. 0.67% Reduce -4.1% 50,516 $11.0M
Horizon Bancorp Inc. 5.15% Reduce -2.7% 50,424 $11.0M
Trust Co. of Toledo NA 0.91% Add +60.4% 50,149 $10.9M
Duncan Williams Asset Management, LLC 2.45% Add +6.6% 49,849 $10.9M
MRWM Advisors, LLC 4.43% Add +3.0% 49,467 $10.8M
Lansing Street Advisors 2.29% Add +1.8% 49,439 $10.8M
PFG Advisors 0.54% Reduce -4.5% 49,340 $10.8M
Accel Wealth Management 2.42% Add +3.3% 49,280 $10.7M
Strategic Family Wealth Counselors, L.L.C. 2.50% Add +12.3% 49,229 $10.7M
Capstone Wealth Management Group, LLC 3.78% Add +27.2% 49,097 $10.7M
Pinnacle Associates Ltd. 0.12% Add +0.0% 48,824 $10.6M
ArchPoint Investors 2.25% Add +41.1% 48,767 $10.6M
King Wealth Management Group 1.16% Add +3.1% 48,725 $10.6M
JMG Financial Group, Ltd. 0.26% Reduce -0.6% 48,584 $10.6M
Advyzon Investment Management, LLC 0.77% Add +8.2% 48,506 $10.6M
Elevated Capital Advisors, LLC 2.90% Add +3.0% 48,340 $10.5M
Calydon Capital 1.54% Add +0.5% 48,151 $10.5M
Phillip James Consulting Co. 6.99% New 50,815 $10.5M
Bluespring Wealth Management, LLC 0.20% Add +4403.3% 47,735 $10.4M
Spreng Capital Management, Inc. 3.78% Add +1.4% 47,689 $10.4M
Caprock Group, LLC 0.20% Reduce -16.0% 47,551 $10.4M
Prairie Advisory, LLC 2.48% — 47,429 $10.3M
Aries Wealth Management 2.03% Add +7.2% 47,348 $10.3M
Axxcess Wealth Management, LLC 0.16% New 47,260 $10.3M
Cavalier Investments, LLC 3.78% Add +17.2% 47,160 $10.3M
Abacus Planning Group, Inc. 1.26% Add +8.4% 46,662 $10.2M
Flagship Harbor Advisors, LLC 0.39% Add +6.4% 46,543 $10.1M
GoalFusion Wealth Management, LLC 4.05% Add +2.8% 46,015 $10.0M
Dravo Bay LLC 3.47% Add +1.7% 45,970 $10.0M
Florida Financial Advisors, LLC 1.68% Add +2.7% 45,521 $9.9M
Ballentine Partners, LLC 0.12% Reduce -9.8% 45,520 $9.9M
Vivid Wealth Management, LLC 3.48% Add +0.6% 45,328 $9.9M
Planning Alternatives Ltd. 1.05% Reduce -2.8% 44,913 $9.8M
HighPoint Advisor Group LLC 0.34% Add +9.8% 44,908 $9.8M
Avestar Capital, LLC 0.57% Reduce -1.4% 44,530 $9.7M
Founders Grove Wealth Partners, LLC 1.94% Add +1.9% 44,520 $9.7M
Eagle Strategies LLC 0.96% Add +22.8% 44,456 $9.7M
Clarity Capital Advisors, LLC 4.04% Add +10.4% 44,201 $9.6M
GLR Partners, LLC 4.47% Reduce -1.4% 44,077 $9.6M
Idaho Trust Co 2.80% Add +7.8% 43,971 $9.6M
Tidal Investments LLC 0.02% Add +71.1% 43,872 $9.6M
Regent Peak Wealth Advisors LLC 1.77% Reduce -1.0% 43,866 $9.6M
Interchange Capital Partners, LLC 1.79% Reduce -8.9% 43,605 $9.5M
Hardy Reed LLC 0.61% Add +0.1% 43,336 $9.4M
Manchester Capital Management LLC 1.22% Reduce -7.8% 43,163 $9.4M
Councilor Wealth, LLC 3.78% Add +8.8% 42,908 $9.4M
Olistico Wealth, LLC 3.99% Add +392.8% 210,942 $9.3M
Brighton Securities Corp. 3.98% Add +3.9% 42,570 $9.3M
TPG Financial Advisors, LLC 2.75% Reduce -3.7% 42,249 $9.2M
Alexander Labrunerie & Co., Inc. 3.25% Add +30.3% 42,166 $9.2M
Integrated Wealthcare, LLC 6.86% Add +1.4% 42,137 $9.2M
Independent Financial Group, LLC 0.17% Add +14.4% 42,086 $9.2M
Valpey Financial Services, LLC 5.46% Reduce -3.1% 42,033 $9.2M
Cary Street Partners Investment Advisory LLC 1.85% Add +37.7% 42,025 $9.2M
TBH Global Asset Management, LLC 1.67% Reduce -1.2% 41,930 $9.1M
Summit Trail Advisors, LLC 0.11% Add +5.2% 41,815 $9.1M
Investment Advisory Group, LLC 1.97% Add +0.1% 41,595 $9.1M
Cornerstone Wealth Group, LLC 0.54% Add +2.4% 41,432 $9.0M
Avantax Planning Partners, Inc. 0.22% Reduce -0.1% 41,266 $9.0M
Wealthedge Investment Advisors, LLC 3.05% Add +16.9% 41,088 $9.0M
Factor Wealth Management LTD 1.35% Reduce -6.6% 40,987 $8.9M
Uptick Partners, LLC 1.38% Add +13.2% 40,800 $8.9M
TMB Capital Partners, LLC 2.77% Add +5.3% 40,706 $8.9M
Western Wealth Management, LLC 0.29% Add +0.6% 40,527 $8.8M
Gateway Wealth Partners, LLC 0.53% Reduce -41.5% 40,513 $8.8M
Enclave Advisors LLC 1.15% New 40,394 $8.8M
Root Financial Partners, LLC 0.34% Add +20.8% 40,369 $8.8M
Sharper & Granite LLC 2.71% Reduce -0.3% 40,188 $8.8M
Drucker Wealth 3.0, LLC 1.38% Reduce -10.2% 40,090 $8.7M
Painted Porch Advisors LLC 3.81% Add +0.6% 40,007 $8.7M
Cerro Pacific Wealth Advisors LLC 1.96% Reduce -2.5% 39,763 $8.7M
Elevation Point Wealth Partners, LLC 0.16% Reduce -1.5% 39,733 $8.7M
Brighton Jones LLC 0.16% Add +4.3% 39,723 $8.7M
SigFig Wealth Management, LLC 0.23% Reduce -0.5% 39,529 $8.6M
IPG Investment Advisors LLC 1.24% Add +0.8% 39,608 $8.6M
Autumn Glory Partners, LLC 2.44% Add +1.3% 39,586 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -3.7% 39,500 $8.6M
Frontier Asset Management, LLC 1.53% Reduce -2.5% 39,223 $8.5M
Xcelsior Advisor Partners LLC 1.12% Add +15.5% 39,071 $8.5M
Vanguard National Trust Co 0.46% Add +6.0% 38,948 $8.5M
Birnam Oak Advisors, LP 1.39% Add +17.8% 38,880 $8.5M
Veratis Advisors, Inc. 6.00% — 40,894 $8.5M
Greenhouse Wealth Management, LLC 5.94% Reduce -40.0% 38,744 $8.4M
Private Wealth Advisors, LLC 2.52% Add +2.7% 38,747 $8.4M
Advocacy Wealth Management, LLC 0.30% Add +37.9% 38,480 $8.4M
Emergent Wealth Advisors, LLC 4.34% Add +6.5% 38,246 $8.4M
Mustard Seed Financial, LLC 4.32% Add +0.9% 38,109 $8.3M
Cypress Capital, LLC 2.24% Add +1.7% 37,970 $8.3M
Paragon Capital Management Ltd 1.57% Add +4.0% 37,850 $8.2M
Pine Valley Investments Ltd Liability Co 0.35% Reduce -0.1% 37,841 $8.2M
Focused Alpha, LLC 2.10% Reduce -5.6% 37,554 $8.2M
Artesa Financial Group, LLC 6.98% Add +14.9% 37,499 $8.2M
Valeo Financial Advisors, LLC 0.17% Reduce -0.9% 47,574 $8.2M
Marietta Wealth Management, LLC 0.84% Add +0.2% 37,425 $8.2M
Portus Wealth Advisors, LLC 6.70% Add +3.2% 37,333 $8.1M
Payne Capital LLC 6.74% Reduce -0.1% 37,088 $8.1M
Krane Financial Solutions LLC 4.96% Reduce -3.0% 36,958 $8.1M
Texas Yale Capital Corp. 0.17% Add +0.6% 36,876 $8.0M
Verdence Capital Advisors LLC 0.42% Reduce -0.1% 36,845 $8.0M
Wealth Preservation Advisors, LLC 4.57% Add +48.3% 36,801 $8.0M
Refined Wealth Management 4.81% Add +0.1% 36,555 $8.0M
Foundations Investment Advisors, LLC 0.08% Add +3.2% 36,497 $8.0M
Neuberger Berman Group LLC 0.01% Add +2.0% 36,442 $7.9M
Core Wealth Advisors, LLC 5.85% Reduce -26.4% 36,429 $7.9M
Willis Johnson & Associates, Inc. 0.44% Reduce -4.1% 36,303 $7.9M
American Alpha Advisors, LLC 4.67% Add +31.1% 36,198 $7.9M
Avant Capital LLC 4.93% Add +0.1% 36,131 $7.9M
LifePlan Investment Advisors, Inc. 2.70% Add +3.6% 36,033 $7.9M
Apollon Financial, LLC 0.92% Add +5.1% 35,680 $7.8M
Arrien Investments, Inc. 3.92% Add +12.4% 35,671 $7.8M
Bath Savings Trust Co 0.80% Add +6.7% 35,633 $7.8M
Family CFO Inc 2.99% Reduce -0.6% 35,630 $7.8M
United Advisor Group, LLC 0.82% Add +1.9% 35,287 $7.7M
10Elms LLP 3.43% Add +67.3% 35,821 $7.6M
Kuhn & Co Investment Counsel 4.42% Add +2.4% 35,081 $7.6M
Phillips Financial Management, LLC 0.56% Reduce -7.0% 34,910 $7.6M
Cutler Investment Counsel LLC 0.71% Add +3.8% 34,757 $7.6M
Laraway Financial Advisors Inc 4.59% Add +0.2% 34,678 $7.6M
Washington Trust Advisors, Inc. 0.56% Add +2.2% 34,613 $7.5M
Capital Advisor Network LLC 9.43% Reduce -0.2% 34,574 $7.5M
Blue Trust, Inc. 0.08% Reduce -12.1% 34,542 $7.5M
Rothschild Wealth LLC 0.60% Reduce -5.7% 34,541 $7.5M
Investor's Fiduciary Advisor Network, LLC 2.55% Add +35.6% 34,405 $7.5M
Grey Ledge Advisors, LLC 1.49% Add +1.6% 34,082 $7.4M
Insigneo Advisory Services, LLC 0.28% Add +1.6% 33,920 $7.4M
Erste Asset Management GmbH 0.06% Reduce -50.7% 33,800 $7.4M
Matrix Asset Advisors Inc. 0.60% Add +14.7% 33,804 $7.4M
NBH Bank 3.10% — 33,803 $7.4M
LexAurum Advisors, LLC 0.85% Reduce -0.1% 33,798 $7.4M
Johnson Investment Counsel Inc. 0.05% Add +16.0% 33,754 $7.4M
Richardson Financial Services Inc. 4.16% Reduce -0.8% 33,676 $7.3M
Cardiff Park Advisors, LLC 0.57% Reduce -19.6% 33,529 $7.3M
Decker Wealth Management LLC 1.55% Add +2.7% 33,449 $7.3M
Martel Wealth Advisors LLC 1.14% Reduce -1.1% 33,392 $7.3M
Yarger Wealth Strategies, LLC 2.61% Add +3.4% 33,175 $7.3M
Fiduciary Advisors, Inc. 4.89% Add +4.4% 33,320 $7.3M
Symmetry Partners, LLC 0.37% Reduce -1.5% 33,319 $7.3M
Stevens Capital Partners 1.38% Add +27.7% 33,309 $7.3M
Journey Beyond Wealth, LLC 5.65% Reduce -0.2% 33,206 $7.2M
Santori & Peters, Inc. 2.04% Reduce -0.4% 33,190 $7.2M
Stephen J. Garry & Associates, LLC 5.27% Add +3.2% 33,146 $7.2M
Avidian Wealth Enterprises, LLC 0.20% Add +20.9% 33,124 $7.2M
Auxano Advisors, LLC 1.37% Add +1.8% 33,119 $7.2M
Capital Advisors, Ltd. LLC 0.72% Add +7.0% 32,881 $7.2M
Diversified Enterprises, LLC 0.35% Add +0.4% 32,757 $7.1M
Avise Financial Cooperative, Inc. 5.08% Add +6.4% 32,704 $7.1M
Osborne Partners Capital Management, LLC 0.39% No change 32,290 $7.0M
Financial Life Advisors 1.99% Reduce -4.1% 32,079 $7.0M
Oak Harvest Investment Services 0.65% Reduce -3.2% 32,002 $7.0M
Cornerstone Advisory, LLC 0.58% Add +0.2% 31,970 $7.0M
Sims Investment Management, LLC 2.14% Add +39.6% 31,765 $6.9M
Luminvest Wealth Management LLC 1.61% Add +23.7% 31,709 $6.9M
Moneywise, Inc. 2.57% New 31,604 $6.9M
Barings LLC 0.13% Reduce -65.7% 31,595 $6.9M
Pacific Capital Wealth Advisors, Inc. 1.04% Add +145.6% 31,546 $6.9M
Vicus Capital 0.44% Reduce -4.9% 31,500 $6.9M
Founders Financial Securities LLC 0.35% Reduce -41.5% 31,437 $6.9M
Everpar Advisors LLC 1.95% Add +3.9% 31,436 $6.9M
BNP Paribas Financial Markets 0.00% Reduce -21.9% 31,428 $6.8M
Diversify Advisory Services, LLC 0.11% Add +2256.5% 30,847 $6.8M
Diversify Wealth Management, LLC 0.11% Reduce -20.4% 30,847 $6.8M
Level Four Advisory Services, LLC 0.19% Add +3.2% 31,354 $6.8M
Leo H. Evart, Inc. 5.40% Add +4.6% 31,350 $6.8M
Clarity Financial LLC 0.58% Add +827.8% 31,268 $6.8M
Beaumont Financial Advisors, LLC 0.43% Reduce -8.4% 31,113 $6.8M
Davidson Trust Co. 2.64% Add +7.0% 31,106 $6.8M
Talon Private Wealth, LLC 0.79% Add +43.7% 31,021 $6.8M
Simmons Bank 0.38% Reduce -1.7% 30,776 $6.7M
HBK Sorce Advisory LLC 0.13% Add +1.2% 29,764 $6.7M
N.E.W. Advisory Services LLC 0.45% Add +4.1% 30,590 $6.7M
Winthrop Capital Management, LLC 1.60% Reduce -1.2% 30,487 $6.6M
IMG Wealth Management, Inc. 3.70% Add +5.4% 30,449 $6.6M
Pallas Capital Advisors LLC 0.20% Add +7.1% 30,398 $6.6M
Estate Counselors, LLC 0.57% Reduce -14.8% 30,323 $6.6M
Agf Management Ltd. 0.03% Add +1.0% 30,283 $6.6M
Atlas Capital Advisors Inc. 0.72% Add +0.7% 30,246 $6.6M
Intellectus Partners, LLC 1.14% Add +0.1% 30,144 $6.6M
Fiduciary Financial Advisors 0.66% Add +2158.5% 30,038 $6.5M
Integrated Investment Consultants, LLC 1.29% Reduce -7.6% 29,979 $6.5M
BCS Wealth Management 1.18% Reduce -1.0% 29,974 $6.5M
Sage Mountain Advisors LLC 0.40% Add +1.4% 29,939 $6.5M
Orser Capital Management, LLC 3.22% Add +2.0% 29,804 $6.5M
Argent Trust Co 0.19% Reduce -4.3% 29,650 $6.5M
McLean Asset Management Corp 0.85% Reduce -0.6% 29,181 $6.4M
Diversified Trust Co. 0.10% Add +46.5% 29,413 $6.4M
McAdam, LLC 0.25% Reduce -11.9% 29,326 $6.4M
TCI Wealth Advisors, Inc. 0.28% Add +1.7% 29,281 $6.4M
Ritholtz Wealth Management 0.10% Reduce -0.8% 29,222 $6.4M
Destination Wealth Management 0.15% Add +2.1% 29,169 $6.4M
Regions Financial Corp. 0.04% Add +16.2% 29,115 $6.3M
Ascent Group, LLC 0.19% Reduce -5.1% 29,092 $6.3M
Continuum Advisory, LLC 0.51% Add +5.8% 28,993 $6.3M
Manuka Financial, LLC 3.28% Add +1.0% 28,972 $6.3M
Intrinsic Value Partners, LLC 4.29% Add +10.6% 28,812 $6.3M
Defined Wealth Management, LLC 3.21% Reduce -0.7% 28,586 $6.2M
Compass Ion Advisors, LLC 0.53% Add +0.4% 28,448 $6.2M
Fonville Wealth Management LLC 1.01% Add +9.7% 28,429 $6.2M
Ackerman Capital Advisors, LLC 1.25% No change 28,388 $6.2M
Security Financial Services, INC. 0.86% Reduce -3.5% 28,363 $6.2M
Long Island Wealth Management, Inc. 2.55% Add +0.0% 28,288 $6.2M
Well Done, LLC 0.82% Reduce -69.4% 27,949 $6.1M
Acropolis Investment Management, LLC 0.24% Add +9.3% 27,860 $6.1M
Winthrop Advisory Group LLC 0.41% Reduce -1.8% 27,821 $6.1M
Independent Advisor Alliance 0.14% Reduce -75.5% 27,803 $6.1M
Moors & Cabot, Inc. 0.24% Add +6.7% 27,787 $6.1M
Transcend Capital Advisors, LLC 0.41% Add +0.7% 27,746 $6.0M
Family Wealth Partners, LLC 1.85% Reduce -0.4% 27,690 $6.0M
REDW Wealth LLC 2.14% Add +43.6% 27,348 $6.0M
Tsfg, LLC 0.75% Reduce -0.4% 27,299 $5.9M
Opus Capital Group, LLC 0.57% Reduce -0.4% 27,113 $5.9M
Novak & Powell Financial Services, Inc. 2.77% Reduce -0.0% 27,008 $5.9M
Sound View Wealth Advisors Group, LLC 0.37% Reduce -0.7% 26,998 $5.9M
Summit Wealth Group LLC / Co. 0.48% Add +4.2% 26,840 $5.8M
IF Advisors, LLC 3.84% Reduce -0.1% 26,830 $5.8M
Windward Private Wealth Management Inc. 1.87% Reduce -0.5% 26,772 $5.8M
Old National Bancorp 0.12% Reduce -85.5% 26,730 $5.8M
Stone Wealth Partners 4.25% Add +1.7% 26,701 $5.8M
Chesley Taft & Associates LLC 0.23% Reduce -0.9% 26,562 $5.8M
WESCAP Management Group, Inc. 1.08% Reduce -0.3% 26,553 $5.8M
Troutman Wealth Management, LLC 4.44% Add +1.3% 26,455 $5.8M
Prospect Financial Services LLC 2.91% Add +1.6% 26,326 $5.7M
Catalyst Private Wealth, LLC 2.76% Reduce -2.6% 26,206 $5.7M
Twin Focus Capital Partners, LLC 0.58% Reduce -0.0% 26,059 $5.7M
Chris Bulman Inc 2.07% Reduce -3.3% 26,027 $5.7M
Flagstar Securities, Inc. 1.70% Add +0.8% 25,893 $5.6M
Indivisible Partners 0.32% Add +7.4% 25,799 $5.6M
Smith, Moore & Co. 0.36% Add +7.0% 25,749 $5.6M
Bluedoor Private Wealth, LLC 2.36% Reduce -0.6% 25,741 $5.6M
Arete Wealth Advisors, LLC 0.37% Add +1.2% 25,650 $5.6M
Aua Capital Management, LLC 2.57% Reduce -0.3% 25,486 $5.6M
Barrett & Company, Inc. 1.55% Add +0.1% 25,383 $5.5M
Jefferson Bridge Capital, LLC 4.78% Reduce -1.8% 25,337 $5.5M
Kendall Capital Management 0.91% Add +33.5% 25,193 $5.5M
Dunhill Financial, LLC 1.12% Add +588.9% 27,197 $5.5M
Florida Trust Wealth Management Co 0.14% Add +0.5% 25,086 $5.5M
Alamar Capital Management, LLC 2.76% Add +7.3% 25,000 $5.4M
Northern Lights Advisors, Inc. 2.96% Add +6.6% 24,971 $5.4M
GenTrust, LLC 0.21% Reduce -6.8% 24,965 $5.4M
Harbor Asset Planning, Inc. 4.09% Add +0.7% 24,962 $5.4M
Weitzel Financial Services, Inc. 1.85% Add +15.8% 24,895 $5.4M
Moneco Advisors, LLC 0.33% Add +21.7% 24,928 $5.4M
Rehmann Capital Advisory Group 0.25% Reduce -1.1% 24,902 $5.4M
Hall Capital Management Co. Inc. 1.68% Add +629.1% 24,827 $5.4M
Ironsides Asset Advisors, LLC 1.27% No change 24,820 $5.4M
Money Concepts Capital Corp. 0.25% Add +1.0% 24,764 $5.4M
Owl Creek Wealth Partners LLC 1.58% Reduce -1.3% 24,736 $5.4M
Kiley Juergens Wealth Management, LLC 0.85% Reduce -1.9% 24,721 $5.4M
Maxele Advisors, LLC 3.76% — 24,710 $5.4M
Great Lakes Advisors, LLC 0.04% Add +2.1% 24,703 $5.4M
Wealth Advisory Solutions, LLC 1.10% Add +0.2% 24,605 $5.4M
Glass Jacobson Investment Advisors llc 1.66% Add +2.6% 24,497 $5.3M
TAGStone Capital, Inc. 1.69% Add +10.3% 24,448 $5.3M
Advisory Solutions Group, LLC 1.82% — 24,433 $5.3M
Ehrenkranz Partners L.P. 3.07% Add +87.4% 24,387 $5.3M
PCM Encore, LLC 0.92% Add +57.8% 24,079 $5.2M
Johnson Financial Group, Inc. 0.17% Add +54.5% 24,064 $5.2M
OneAscent Financial Services LLC 0.25% Reduce -23.1% 24,015 $5.2M
Culbertson A N & Co. Inc. 0.61% Add +2.3% 23,920 $5.2M
Prospera Capital Management, LLC 1.63% Add +30.5% 23,745 $5.2M
LifeSteps Financial, Inc. 2.43% Reduce -2.0% 23,880 $5.2M
NORTHSTAR ASSET MANAGEMENT Co 0.98% Add +3.1% 23,545 $5.2M
Perryman Financial Advisory Inc. 0.69% Reduce -1.4% 23,799 $5.2M
Markowski Investments 1.13% — 23,613 $5.1M
Brindle & Bay Financial Advisors, LLC 2.57% Add +13.6% 23,536 $5.1M
Birchcreek Wealth Management, LLC 2.00% Reduce -2.1% 23,533 $5.1M
Ocean Park Asset Management, LLC 0.25% Reduce -76.4% 23,355 $5.1M
City State Bank 1.16% Add +1.5% 23,168 $5.0M
NorthStar Asset Management LLC 1.08% Add +0.3% 23,163 $5.0M
Wealth Management Resources, Inc. 1.55% Add +5.9% 23,120 $5.0M
National Philanthropic Trust 0.07% Add +1.1% 23,076 $5.0M
Redwood Family Wealth LLC 4.43% Add +2.7% 22,936 $5.0M
Midwestern Financial, LLC 3.49% Reduce -9.2% 22,887 $5.0M
GAMMA Investing LLC 0.19% Add +53.3% 22,853 $5.0M
Syon Capital LLC 0.22% Add +32.3% 22,831 $5.0M
Magnolia Capital Advisors LLC 0.85% Reduce -8.2% 22,756 $5.0M
Northeast Investment Management 0.18% Add +1.6% 22,706 $4.9M
First Financial Bank - Trust Division 0.35% Reduce -3.9% 22,681 $4.9M
Cascade Wealth Advisors, Inc 1.98% Add +11.5% 22,022 $4.9M
Trinity Financial Advisors LLC 1.27% Reduce -2.3% 22,635 $4.9M
Ritter Daniher Financial Advisory LLC / DE 0.75% Reduce -2.5% 22,632 $4.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.06% Reduce -14.1% 22,533 $4.9M
Hillcrest Wealth Advisors - NY, LLC 1.75% No change 22,500 $4.9M
MSH Capital Advisors LLC 0.85% Add +0.4% 22,456 $4.9M
Beaumont Asset Management, L.L.C. 1.90% Reduce -9.3% 22,443 $4.9M
Waddell & Associates, LLC 0.24% Reduce -0.3% 22,423 $4.9M
Calder Financial LLC 4.59% Reduce -9.7% 22,378 $4.9M
Main Street Financial Solutions, LLC 0.31% Reduce -6.6% 22,245 $4.8M
Pacific Financial Group Inc. 2.32% Reduce -15.7% 22,205 $4.8M
VeraBank, N.A. 0.80% Reduce -0.2% 22,138 $4.8M
Base Wealth Management LLC 2.24% Add +4.6% 22,088 $4.8M
Kroeger Financial Partners 4.65% — 22,068 $4.8M
Csenge Advisory Group 0.19% Reduce -3.8% 21,925 $4.8M
Carret Asset Management, LLC 0.42% Add +1.1% 21,908 $4.8M
KBC Group NV 0.01% New 21,900 $4.8M
Hubbell Strickland Wealth Management, LLC 1.72% Add +0.3% 21,890 $4.8M
Goodman Financial Corp 0.74% Add +2.1% 21,880 $4.8M
Amara Financial, Llc. 2.85% Reduce -0.9% 21,823 $4.8M
Broadleaf Partners, LLC 0.92% Add +1.9% 21,796 $4.8M
Wescott Financial Advisory Group, LLC 0.37% Reduce -3.5% 21,757 $4.7M
Bonfire Financial 3.04% Add +0.3% 21,735 $4.7M
Beacon Financial Advisory LLC 0.93% Add +5.8% 21,681 $4.7M
West Bancorporation Inc. 2.02% Add +38.4% 21,664 $4.7M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 3.69% Add +2.4% 21,564 $4.7M
Compass Advisory Group LLC 1.11% Reduce -0.7% 21,511 $4.7M
Lodestone Wealth Management LLC 1.65% Reduce -2.7% 21,452 $4.7M
Keybank National Association 0.02% Add +24.2% 21,436 $4.7M
Carnegie Investment Counsel 0.09% Reduce -1.1% 21,367 $4.7M
Archvest Wealth Advisors, Inc. 2.69% Add +6.1% 21,359 $4.7M
Amicus Financial Advisors, LLC 1.14% Reduce -5.8% 21,323 $4.6M
Oath Planning, LLC 3.45% Add +10.8% 21,310 $4.6M
Curi Capital, LLC 0.07% Reduce -5.2% 21,296 $4.6M
Dorsey & Whitney Trust CO LLC 0.23% Add +1.2% 21,255 $4.6M
Paces Ferry Wealth Advisors, LLC 1.73% Reduce -2.2% 21,253 $4.6M
Nicholson Meyer Capital Management, Inc. 3.07% New 21,178 $4.6M
Parsons Capital Management Inc. 0.21% Add +2.9% 21,161 $4.6M
Strategic Financial Concepts, LLC 1.37% Reduce -3.1% 20,972 $4.6M
Chemistry Wealth Management LLC 0.74% Add +1.8% 21,105 $4.6M
Weaver Consulting Group 0.94% Add +35.4% 21,004 $4.6M
Hudson Oak Wealth Advisory LLC 3.52% Reduce -2.0% 20,970 $4.6M
Old North State Wealth Management, LLC 1.94% Add +2.7% 20,864 $4.6M
Prostatis Group LLC 1.06% Add +7.7% 20,867 $4.5M
Glenview Trust Co 0.06% Reduce -0.5% 20,804 $4.5M
Disciplined Investments, LLC 1.46% Add +0.4% 20,804 $4.5M
Aptus Capital Advisors, LLC 0.03% Add +14.1% 20,789 $4.5M
Geneos Wealth Management Inc. 0.09% Add +45.8% 20,787 $4.5M
Bryn Mawr Trust Advisors, LLC 0.20% Add +3.7% 20,701 $4.5M
Elevatus Welath Management 1.09% Reduce -27.6% 20,637 $4.5M
Sonoma Allocations LLC 1.39% Reduce -6.0% 20,527 $4.5M
Principle Wealth Partners LLC 0.22% No change 20,581 $4.5M
Wilson & Boucher Capital Management, LLC 2.62% Add +0.0% 20,491 $4.5M
Triune Financial Partners, LLC 0.93% Add +0.1% 20,451 $4.5M
Fifth Third Wealth Advisors LLC 0.12% Add +5.9% 20,366 $4.4M
Quest 10 Wealth Builders, Inc. 3.43% Reduce -0.5% 20,259 $4.4M
First Bancorp, Inc 1.74% Add +20.3% 20,219 $4.4M
Ironwood Financial, llc 0.69% Add +15.6% 20,087 $4.4M
Simplicity Wealth,LLC 0.15% Add +19.0% 20,184 $4.4M
United Bank 1.34% Reduce -0.8% 20,183 $4.4M
ERn Financial, LLC 0.73% Add +0.1% 20,113 $4.4M
Seeds Investor LLC 0.45% Reduce -2.6% 20,091 $4.4M
Milestone Investment Advisors LLC 0.94% Add +0.3% 19,912 $4.3M
Montag A & Associates Inc. 0.18% Reduce -0.3% 19,860 $4.3M
Absolute Capital Management, LLC 1.08% Reduce -10.4% 19,818 $4.3M
Moisand Fitzgerald Tamayo, LLC 0.42% Reduce -0.2% 19,775 $4.3M
Pioneer Wealth Management Group 1.04% Reduce -2.1% 19,739 $4.3M
Quadcap Wealth Management, LLC 0.42% Reduce -0.7% 19,722 $4.3M
MV Capital Management, Inc. 0.38% Reduce -2.5% 19,652 $4.3M
Tobias Financial Advisors, Inc. 0.54% Reduce -4.3% 19,650 $4.3M
Empower Advisory Group, LLC 0.01% Add +0.1% 19,645 $4.3M
Prosperity Consulting Group, LLC 0.16% Reduce -0.3% 19,623 $4.3M
Monument Group Wealth Advisors, LLC 2.05% Reduce -7.4% 19,563 $4.3M
Powerhouse Assets LLC 3.46% Reduce -1.8% 19,506 $4.3M
Segment Wealth Management, LLC 0.22% No change 19,500 $4.2M
Private Trust Co. NA 0.34% Add +6.0% 19,412 $4.2M
Magnus Financial Group LLC 0.30% Reduce -0.2% 19,385 $4.2M
Evanson Financial, LLC 0.21% — 19,357 $4.2M
Planwiser Financial, LLC 2.93% Reduce -2.9% 19,347 $4.2M
DT Investment Partners, LLC 0.31% Add +2.4% 19,288 $4.2M
Tableaux LLC 1.76% Add +8.7% 19,170 $4.2M
SHP Wealth Management 0.29% Reduce -3.8% 19,140 $4.2M
GC Wealth Management RIA, LLC 0.24% Add +0.7% 18,973 $4.1M
WBH Advisory Inc. 0.28% Reduce -13.6% 18,916 $4.1M
Kraft, Davis & Associates, LLC 0.86% Add +11.4% 18,915 $4.1M
Jim Saulnier & Associates, LLC 1.66% Add +240.3% 18,893 $4.1M
Anchor Investment Management, LLC 0.31% Reduce -12.4% 18,770 $4.1M
Hexagon Capital Partners LLC 0.57% Reduce -0.3% 18,740 $4.1M
Uptown Financial Advisors LLC 2.99% Reduce -2.0% 18,712 $4.1M
Silver Oak Securities, Incorporated 0.25% Add +7.2% 18,569 $4.0M
Blom & Howell Financial Planning, Inc. 3.37% Reduce -20.3% 18,565 $4.0M
Sheets Smith Wealth Management 0.40% Reduce -0.4% 18,562 $4.0M
Pinnacle Financial Group, LLC / IL 0.99% Add +73.7% 18,537 $4.0M
JFS Wealth Advisors, LLC 0.20% Add +0.8% 18,522 $4.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.30% Add +6.0% 18,333 $4.0M
Tocqueville Asset Management L.P. 0.05% Add +4.1% 18,331 $4.0M
Fourth Dimension Wealth, LLC 1.26% Reduce -2.9% 18,323 $4.0M
Belpointe Asset Management LLC 0.13% Reduce -14.4% 18,284 $4.0M
Insight Advisors, LLC/ PA 0.70% Reduce -3.0% 18,227 $4.0M
NWF Advisory Services Inc. 0.37% Reduce -2.0% 18,216 $4.0M
Stonebridge Financial Group, LLC / MO 2.62% Add +0.3% 18,056 $3.9M
SHUTTLEWORTH & Co 3.13% Add +44.9% 17,983 $3.9M
Tacita Capital Inc 2.12% Reduce -3.8% 17,958 $3.9M
Cloud Capital Management, LLC 1.43% Add +0.8% 17,945 $3.9M
Capital Investment Advisors, LLC 0.05% Add +0.9% 17,938 $3.9M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.34% — 17,899 $3.9M
Francis Financial, Inc. 0.64% Reduce -2.3% 17,870 $3.9M
Prosperity Planning, Inc. 1.25% Reduce -1.6% 17,856 $3.9M
SwitchPoint Financial Planning, LLC 2.22% Reduce -0.1% 17,673 $3.9M
Kitching Partners, LLC 3.30% Add +23.1% 17,641 $3.8M
Archford Capital Strategies, LLC 0.39% Reduce -4.2% 17,598 $3.8M
Dickmeyer Boyce Financial Management, Inc. 1.98% Add +0.2% 17,553 $3.8M
Principal Financial Group Inc. 0.00% Reduce -9.7% 17,489 $3.8M
Addis & Hill, Inc 2.10% New 17,458 $3.8M
Transamerica Financial Advisors, LLC 0.32% Add +49.9% 17,422 $3.8M
FCG Investment Co 1.31% New 17,390 $3.8M
Sawgrass Asset Management LLC 0.50% No change 17,336 $3.8M
WoodTrust Financial Corp 0.45% Reduce -0.4% 17,314 $3.8M
PFG Investments, LLC 0.15% Add +1.6% 17,312 $3.8M
WealthShield Partners, LLC 0.58% Reduce -72.9% 17,303 $3.8M
SG Americas Securities, LLC 0.00% Add +570.1% 17,289 $3.8M
Donalies Financial Planning, LLC 2.78% Add +4.0% 17,289 $3.8M
Thoroughbred Financial Services, LLC 0.18% Add +5.4% 17,283 $3.8M
Barnes Pettey Financial Advisors, LLC 1.16% Add +26.3% 17,004 $3.7M
Infinity Wealth Counsel, LLC 2.99% Add +3.4% 17,006 $3.7M
Allegheny Financial Group 0.39% Add +0.9% 16,990 $3.7M
Wilmington Savings Fund Society, FSB 0.08% No change 16,987 $3.7M
LongView Wealth Management 0.95% Reduce -1.8% 16,939 $3.7M
Dana Investment Advisors, Inc. 0.10% Reduce -32.9% 16,891 $3.7M
Dynamic Advisor Solutions LLC 0.10% Reduce -52.4% 16,837 $3.7M
CWA Asset Management Group, LLC 0.11% Add +0.1% 16,826 $3.7M
DMKC Advisory Services, LLC 0.69% Add +6.8% 16,809 $3.7M
Adkins Seale Capital Management LLC 3.26% Add +8.3% 16,796 $3.7M
Intergy Private Wealth, LLC 0.84% New 16,785 $3.7M
Allspring Global Investments Holdings, LLC 0.01% Add +31.3% 16,748 $3.6M
Capstone Investment Advisors, LLC 0.03% Add +1.8% 16,701 $3.6M
Strategic Financial Partners, Ltd. 1.37% Add +5.4% 16,672 $3.6M
Harmony Asset Management LLC 0.97% Add +16.2% 16,659 $3.6M
Crestwood Advisors Group, LLC 0.05% Reduce -0.2% 16,619 $3.6M
GenWealth Group, Inc. 0.56% Add +0.1% 16,600 $3.6M
AdvisorNet Financial, Inc 0.17% Add +0.9% 16,573 $3.6M
Sovran Advisors, LLC 0.27% Add +2.0% 16,193 $3.6M
Callan Family Office, LLC 0.07% Add +344.2% 16,418 $3.6M
Mayflower Financial Advisors, LLC 0.31% Reduce -5.2% 16,390 $3.6M
Stage Harbor Financial, LLC 2.06% Add +0.7% 16,322 $3.6M
SageView Advisory Group, LLC 0.12% Reduce -2.2% 16,252 $3.5M
Hilltop National Bank 0.75% Reduce -0.0% 16,153 $3.5M
Greenleaf Trust 0.03% Add +69.0% 16,122 $3.5M
L.K. Benson & Company, P.C. 1.06% Add +1.0% 16,085 $3.5M
Sollinda Capital Management LLC 0.74% New 15,971 $3.5M
Gibraltar Capital Management, Inc. 0.54% Reduce -5.8% 15,958 $3.5M
GHP Investment Advisors, Inc. 0.13% Add +0.6% 15,905 $3.5M
NBT Bank, N.A. 0.23% Reduce -83.8% 15,855 $3.5M
BKM Wealth Management, LLC 1.22% Reduce -27.8% 15,802 $3.4M
Atlantic Union Bankshares Corp 0.06% Reduce -1.4% 15,708 $3.4M
Keyvantage Wealth, LLC 1.29% Reduce -4.3% 15,680 $3.4M
Parkside Financial Bank & Trust 0.23% Add +1.4% 15,605 $3.4M
Taylor Financial Group, Inc. 1.87% Add +0.6% 15,603 $3.4M
North Star Investment Management Corp. 0.18% Reduce -1.0% 15,587 $3.4M
Pillar Financial Advisors, LLC 1.78% Reduce -3.0% 15,581 $3.4M
Salomon & Ludwin, LLC 0.28% Reduce -2.9% 15,616 $3.4M
Kelman-Lazarov, Inc. 0.44% Reduce -1.6% 15,531 $3.4M
Global Trust Wealth Management LLC 2.33% Add +19.2% 15,523 $3.4M
Livet Wealth, LLC 1.95% Reduce -1.8% 15,503 $3.4M
Summit Wealth & Retirement Planning, Inc. 0.72% Reduce -4.1% 15,498 $3.4M
Aspen Grove Capital, LLC 0.49% Add +0.2% 15,457 $3.4M
Advisory Alpha, LLC 0.08% Reduce -4.5% 15,410 $3.4M
Gilliland Jeter Wealth Management LLC 0.88% No change 15,402 $3.4M
Signal Advisors Wealth, LLC 0.18% Add +13.6% 15,391 $3.4M
Acorn Wealth Advisors, LLC 0.82% Add +25.3% 15,372 $3.3M
Jacobi Capital Management LLC 0.16% Add +6.5% 15,372 $3.3M
Silverlake Wealth Management LLC 0.64% Reduce -5.1% 15,339 $3.3M
MOKAN Wealth Management Inc. 1.27% Add +3.0% 15,301 $3.3M
Kennicott Capital Management LLC 1.54% Reduce -0.6% 15,259 $3.3M
Lynch Investment Planning, LLC 2.55% Add +45.3% 15,227 $3.3M
High Net Worth Advisory Group LLC 0.70% Add +0.4% 15,226 $3.3M
Range Advisory, LLC 0.39% Add +71.5% 15,146 $3.3M
Forza Wealth Management, LLC 1.00% Reduce -0.4% 14,982 $3.3M
Invst, LLC 0.32% Reduce -83.6% 14,972 $3.3M
Howard Wealth Management, LLC 1.20% Reduce -0.7% 14,920 $3.3M
Private Wealth Asset Management, LLC 0.31% Reduce -4.8% 14,906 $3.2M
Genesis Financial Group, LLC 2.11% Add +2.5% 14,858 $3.2M
Princeton Global Asset Management LLC 0.46% Add +4.1% 14,828 $3.2M
Strategic Financial Group, LLC 3.08% Add +1.4% 14,750 $3.2M
Accretive Wealth Partners, LLC 0.78% Reduce -8.0% 14,665 $3.2M
Sterling Group Wealth Management, LLC 1.31% Add +3.6% 14,651 $3.2M
XML Financial, LLC 0.23% Add +0.1% 14,645 $3.2M
Walter & Keenan Wealth Management LLC /in/ 0.79% Add +9.0% 14,622 $3.2M
Blueprint Investment Partners LLC 0.27% Reduce -21.8% 14,622 $3.2M
Hurlow Wealth Management Group, Inc. 0.66% Reduce -0.1% 14,604 $3.2M
Integrity Advisory Solutions, LLC 0.33% Add +3.6% 14,582 $3.2M
Kestra Investment Management, LLC 0.06% Add +54.6% 14,581 $3.2M
Angeles Investment Advisors, LLC 0.19% Add +0.0% 14,573 $3.2M
Theory Financial LLC 1.00% Add +3.1% 14,542 $3.2M
K2 Financial Inc. 2.23% Add +0.6% 14,419 $3.2M
Veridan Wealth LLC 1.10% Reduce -3.9% 14,515 $3.2M
Rockbridge Investment Management, LCC 0.26% Reduce -16.7% 14,464 $3.2M
Global Wealth Management Investment Advisory, Inc. 0.45% Reduce -1.6% 14,440 $3.1M
MW Advisory, LLC 1.26% — 14,440 $3.1M
United Bank 0.37% Add +4.8% 14,357 $3.1M
Keel Point, LLC 0.18% Add +10.7% 14,306 $3.1M
MOR Wealth Management, LLC 1.24% Add +2.5% 14,287 $3.1M
Welch & Forbes LLC 0.04% Reduce -0.4% 14,278 $3.1M
FDx Advisors, Inc. 0.94% Reduce -4.5% 14,277 $3.1M
Fortitude Advisory Group L.L.C. 1.19% Add +14.3% 14,244 $3.1M
McCartney Wealth Management LLC 2.35% Add +0.9% 14,232 $3.1M
Fermata Advisors, LLC 0.63% Add +11.2% 14,185 $3.1M
Evansbrook LLC 1.84% Add +5.3% 14,153 $3.1M
Opus Financial Solutions LLC 2.48% Add +6.5% 14,143 $3.1M
Susquehanna International Group, LLP 0.00% Add +111.5% 14,138 $3.1M
Narus Financial Partners, LLC 0.79% Add +6.5% 14,127 $3.1M
Centaurus Financial, Inc. 0.12% Reduce -3.5% 14,075 $3.1M
Northwest Wealth Management, LLC 0.40% Reduce -4.2% 14,059 $3.1M
Alta Wealth Advisors LLC 0.83% Reduce -0.4% 14,034 $3.1M
LRI Investments, LLC 0.25% Reduce -2.5% 14,028 $3.1M
Midwest Capital Advisors, LLC 1.24% Reduce -2.7% 14,012 $3.1M
SlateStone Wealth, LLC 0.23% Reduce -0.9% 14,009 $3.1M
Avalon Capital Management 0.72% Add +5.0% 13,963 $3.0M
St Germain D J Co. Inc. 0.11% Add +4.0% 13,882 $3.0M
Alchemi Wealth, LLC 1.41% Add +1243.5% 13,852 $3.0M
Greystone Financial Group, LLC 0.84% Reduce -21.6% 13,850 $3.0M
StoneX Group Inc. 0.12% Reduce -12.4% 13,652 $3.0M
Shepherd Financial Partners LLC 0.24% Reduce -1.6% 13,585 $3.0M
Flputnam Investment Management Co. 0.04% Add +0.3% 13,552 $3.0M
Wise Wealth Partners 5.01% Reduce -0.9% 13,533 $2.9M
Vilga Financial Planning LLC 2.23% No change 13,529 $2.9M
AIMZ Investment Advisors, LLC 0.81% Reduce -0.0% 13,484 $2.9M
Ade, LLC 1.24% Reduce -0.5% 13,451 $2.9M
Serenity Investment Advisors 1.25% Add +0.4% 13,016 $2.9M
Liberty Wealth Management LLC 0.37% No change 14,893 $2.9M
Tradition Wealth Management, LLC 0.18% Add +0.0% 13,334 $2.9M
Asset Dedication, LLC 0.18% Add +1.0% 13,301 $2.9M
Fiduciary Family Office, LLC 0.72% Reduce -35.7% 13,260 $2.9M
Advocate Group LLC 0.43% Add +66.1% 13,220 $2.9M
Alpine Bank Wealth Management 0.37% No change 13,220 $2.9M
TritonPoint Partners, LLC 0.24% Add +280.5% 13,214 $2.9M
Russell Investments Group, Ltd. 0.00% Add +18.5% 13,178 $2.9M
Strive Financial Group ,LLC 1.25% Add +7.2% 13,147 $2.9M
Rasp Wealth Solutions, LLC 0.95% — 13,127 $2.9M
Pinnacle Bancorp, Inc. 0.74% Add +102.8% 13,043 $2.8M
American Institute for Advanced Investment Management, LLP 1.64% Add +0.5% 13,003 $2.8M
WCG Wealth Advisors LLC 0.07% Reduce -4.4% 12,953 $2.8M
Next Level Private LLC 0.55% Add +1.5% 12,896 $2.8M
Arbor Investment Advisors, LLC 0.32% Add +1.2% 12,892 $2.8M
Atlas Brown,Inc. 0.75% Reduce -2.3% 12,844 $2.8M
SteelPeak Wealth, LLC 0.07% Add +6.3% 12,822 $2.8M
Howe & Rusling Inc. 0.16% Add +183.7% 12,781 $2.8M
RiverFront Investment Group, LLC 0.04% Add +2.6% 12,729 $2.8M
Zions Bancorporation, National Association 0.17% Reduce -0.4% 12,713 $2.8M
RCS Financial Planning, LLC 1.31% Add +0.1% 12,711 $2.8M
Vertrix Wealth Management, LLC 0.93% Add +14.7% 12,688 $2.8M
Squire Investment Management Company, LLC 0.67% Add +26.3% 12,674 $2.8M
Nikulski Financial, Inc. 0.59% Reduce -6.6% 12,642 $2.8M
Fiduciary Trust Co 0.03% Reduce -2.1% 12,594 $2.7M
Verus Capital Partners, LLC 0.15% Add +2.7% 12,589 $2.7M
Webster Bank, N. A. 0.24% Reduce -13.2% 12,586 $2.7M
Cardinal Point Capital Management ULC 0.16% Reduce -7.6% 12,584 $2.7M
SOA Wealth Advisors, LLC. 0.46% Reduce -1.1% 12,505 $2.7M
Probity Advisors, Inc. 0.39% Reduce -0.8% 12,426 $2.7M
Obsidian Cio, LLC 2.01% Reduce -7.2% 12,395 $2.7M
Balefire, LLC 0.44% Reduce -4.0% 12,377 $2.7M
Capital Squared Financial LLC 1.76% Reduce -4.1% 12,329 $2.7M
Meeder Advisory Services, Inc. 0.10% Reduce -7.4% 12,321 $2.7M
Peapack Gladstone Financial Corp. 0.03% Reduce -0.5% 12,288 $2.7M
Alpha Zero LLC 1.01% Add +45.5% 12,187 $2.7M
Freestone Capital Holdings, LLC 0.07% Add +2.2% 12,226 $2.7M
Hilltop Holdings Inc. 0.22% Add +18.5% 12,199 $2.7M
Rossby Financial, LCC 0.49% Add +34.0% 12,397 $2.7M
SeaCrest Wealth Management, LLC 0.29% Reduce -22.9% 12,163 $2.7M
PGIM Custom Harvest LLC 0.03% Add +56.0% 12,149 $2.6M
Zinnia Wealth Advisory, LLC 2.69% Reduce -21.9% 12,092 $2.6M
Allstreet Capital Advisors LLC 1.71% Add +6.7% 12,077 $2.6M
RTD Financial Advisors, Inc. 0.29% Reduce -3.4% 12,046 $2.6M
Precision Wealth Strategies, LLC 0.79% Reduce -3.5% 12,036 $2.6M
Beaird Harris Wealth Management, LLC 0.16% Reduce -0.8% 12,019 $2.6M
Stone Loft Wealth Management LLC 1.49% Reduce -0.4% 12,021 $2.6M
Trust Co. of Vermont 0.10% — 11,989 $2.6M
Smith Partners Wealth Management, LLC 2.08% Reduce -24.0% 11,989 $2.6M
Lynx Investment Advisory 0.86% Add +280.4% 11,988 $2.6M
Cambria Investment Management, L.P. 0.13% Add +6.3% 11,977 $2.6M
Choate Investment Advisors 0.05% Add +3.0% 11,953 $2.6M
Asempa Wealth Advisors 1.98% Add +0.1% 11,938 $2.6M
Marotta Asset Management 0.43% Reduce -11.3% 11,947 $2.6M
NorthRock Partners, LLC 0.04% Reduce -8.4% 11,908 $2.6M
Klingman & Associates, LLC 0.11% Reduce -0.0% 11,875 $2.6M
Balboa Wealth Partners 0.35% Add +7.3% 11,865 $2.6M
Becker Capital Management Inc. 0.07% Add +1.2% 11,838 $2.6M
Paragon Private Wealth Management, LLC 0.67% Reduce -2.9% 11,777 $2.6M
Nalls Sherbakoff Group, LLC 1.82% Reduce -4.6% 11,769 $2.6M
Topsail Wealth Management, LLC 0.33% No change 11,734 $2.6M
Keebeck Wealth Management 0.25% Reduce -0.4% 11,629 $2.5M
McMill Wealth Management 0.61% No change 11,618 $2.5M
PDS Planning, Inc 0.15% Add +0.5% 11,604 $2.5M
Asset Advisory Group, Inc. 1.10% Add +30.8% 11,599 $2.5M
Evergreen Wealth Management, LLC 1.18% Add +2.3% 11,568 $2.5M
Evermay Wealth Management LLC 0.26% Add +2.2% 11,536 $2.5M
Gradient Capital Advisors, LLC 0.58% Add +1.9% 11,486 $2.5M
Allie Family Office LLC 0.93% Add +125.3% 11,481 $2.5M
Fisher Asset Management 0.00% Reduce -2.6% 11,421 $2.5M
Center for Financial Planning, Inc. 0.23% Add +0.5% 11,394 $2.5M
One Day In July LLC 0.17% Reduce -7.2% 11,380 $2.5M
Tme Financial, Inc. 1.53% Reduce -16.1% 11,364 $2.5M
Hanover Advisors Inc. 0.89% Reduce -0.0% 11,353 $2.5M
Everest Private Wealth 0.92% Add +0.1% 11,294 $2.5M
Orcam Financial Group 1.20% Add +26.4% 11,278 $2.5M
Intelligence Driven Advisers, LLC 0.40% Reduce -1.1% 11,268 $2.5M
Quadrant Capital Group LLC 0.07% Add +19.9% 11,238 $2.4M
McKinley Carter Wealth Services, Inc. 0.13% Add +10.4% 11,238 $2.4M
Lanark Financial, Inc. 0.17% Add +67.9% 11,234 $2.4M
Cordgrass Capital Advisors, LLC 0.91% Reduce -1.3% 11,224 $2.4M
Larson Financial Group LLC 0.06% Reduce -1.6% 11,207 $2.4M
Riverchase Wealth Management, LLC 1.14% No change 11,180 $2.4M
RCW Management, LLC 2.17% Add +4.2% 11,101 $2.4M
HSBC Holdings PLC 0.00% No change 11,097 $2.4M
Benningfield Financial Advisors, LLC 1.79% No change 11,083 $2.4M
Laurel Oak Wealth Management, LLC 0.35% Reduce -0.7% 11,080 $2.4M
MilWealth Group LLC 0.51% Reduce -0.0% 11,063 $2.4M
McClarren Financial Advisors, Inc. 1.24% Add +6.2% 10,997 $2.4M
AlTi Global, Inc. 0.05% Add +0.0% 10,977 $2.4M
Regal Investment Advisors LLC 0.12% Reduce -3.0% 10,924 $2.4M
Nixon Peabody Trust Co. 0.17% Reduce -1.8% 10,893 $2.4M
Aristotle Capital Management, LLC 0.01% Add +84.8% 10,864 $2.4M
Signal Tree Financial Partners LLC 1.57% Reduce -1.3% 10,857 $2.4M
North Star Asset Management Inc. 0.09% Reduce -0.2% 10,797 $2.4M
Bison Wealth, LLC 0.22% Add +8.1% 10,664 $2.3M
Daymark Wealth Partners, LLC 0.06% Add +7.6% 10,705 $2.3M
Integrated Wealth Management 2.46% Reduce -7.5% 10,691 $2.3M
55 North Private Wealth, LLC 0.46% Reduce -0.2% 10,654 $2.3M
Camarda Financial Advisors, LLC 0.70% Reduce -5.4% 10,646 $2.3M
Bernardo Wealth Planning LLC 0.40% Reduce -0.1% 10,622 $2.3M
Cooke Wealth Management, LLC 1.89% Reduce -0.7% 10,600 $2.3M
Legacy Advisors, LLC 0.22% Add +32.8% 10,599 $2.3M
Verum Partners LLC 0.35% Reduce -3.2% 10,569 $2.3M
Covenant Asset Management, LLC 0.41% Add +1.2% 10,554 $2.3M
Cookson Peirce & Co. Inc. 0.07% Reduce -1.4% 10,445 $2.3M
BOS Asset Management, LLC 0.53% Add +3.7% 10,410 $2.3M
Vident Advisory, LLC 0.02% Add +437.7% 10,388 $2.3M
Keating Financial Advisory Services, Inc. 0.30% Reduce -6.0% 10,356 $2.3M
Gainline Financial Partners, LLC 2.10% — 10,345 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +6.6% 10,301 $2.2M
Patriot Investment Management Group, Inc. 0.13% Reduce -0.5% 10,273 $2.2M
Brown Brothers Harriman & Co. 0.01% Add +0.0% 10,242 $2.2M
Blodgett Wealth Advisors, LLC 1.49% Reduce -0.7% 10,228 $2.2M
Sagace Wealth Management LLC 1.41% Add +0.7% 10,206 $2.2M
FFT Wealth Management LLC 0.35% Reduce -2.5% 10,171 $2.2M
Crews Bank & Trust 0.29% Reduce -0.1% 10,116 $2.2M
Circle Wealth Management, LLC 0.03% No change 10,101 $2.2M
Guardsman Private Capital Management, Inc. 1.54% No change 10,088 $2.2M
Colonial Trust Co / SC 0.28% Reduce -6.5% 10,071 $2.2M
Graham Capital Management, L.P. 0.08% New 10,000 $2.2M
Disciplined Investors, L.L.C. 1.08% Add +4.6% 9,942 $2.2M
Tritonpoint Wealth, LLC 0.21% Add +1.4% 9,914 $2.2M
WASHINGTON TRUST Co 0.07% No change 9,870 $2.2M
Stratos Wealth Advisors, LLC 0.12% Reduce -64.5% 9,853 $2.1M
Pekin Hardy Strauss, Inc. 0.19% Reduce -4.8% 9,835 $2.1M
Montecito Bank & Trust 0.32% Add +0.3% 9,811 $2.1M
Greenspring Advisors, LLC 0.12% Add +0.2% 9,809 $2.1M
Millington Financial Advisors, LLC 0.84% Add +1.3% 9,792 $2.1M
Leavell Investment Management, Inc. 0.08% Reduce -10.9% 9,770 $2.1M
Diversified Management Inc. 0.45% Add +253.5% 9,740 $2.1M
Wiser Advisor Group LLC 2.31% Reduce -7.0% 9,697 $2.1M
CDKV Holdings LLC 1.65% Reduce -0.6% 9,692 $2.1M
Sonoma Private Wealth LLC 2.26% Reduce -0.1% 9,676 $2.1M
Calamos Wealth Management LLC 0.06% Add +66.0% 9,674 $2.1M
Wingate Wealth Advisors, Inc. 0.92% Add +14.8% 9,634 $2.1M
Stokes Family Office, LLC 0.24% Add +2.7% 9,620 $2.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.33% Reduce -0.0% 9,610 $2.1M
Mason Investment Advisory Services, Inc. 0.08% Add +128.5% 9,603 $2.1M
Confluence Wealth Services, Inc. 0.06% Reduce -4.6% 9,572 $2.1M
Institute for Wealth Management, LLC. 0.18% Reduce -14.8% 9,553 $2.1M
Integrated Advisors Network LLC 0.10% Reduce -0.1% 9,531 $2.1M
Tillman Hartley LLC 0.47% Add +1.4% 9,530 $2.1M
First Trust Advisors LP 0.00% Reduce -8.4% 9,523 $2.1M
Rollins Financial Advisors, LLC 0.27% Reduce -0.1% 9,516 $2.1M
Synergy Investment Management, LLC 0.50% Add +18.3% 9,497 $2.1M
Clark Capital Management Group, Inc. 0.01% Add +5.3% 9,504 $2.1M
Capital Asset Advisory Services LLC 0.07% Reduce -1.7% 9,459 $2.1M
Planning Directions Inc. 0.95% Reduce -6.5% 9,457 $2.1M
Key Financial Inc 0.34% No change 9,440 $2.1M
International Assets Investment Management, LLC 0.12% Reduce -1.1% 9,446 $2.1M
J. Safra Sarasin Holding AG 0.03% Add +72.6% 9,991 $2.1M
TFR Capital, LLC. 0.58% Reduce -73.0% 9,413 $2.1M
Capital Group Private Client Services, Inc. 0.03% Add +2.0% 9,411 $2.1M
SBI Securities Co., Ltd. 0.05% Reduce -1.9% 9,381 $2.0M
Embree Financial Group 0.20% Add +14.2% 9,371 $2.0M
WealthTrak Capital Management LLC 1.34% Reduce -4.3% 9,353 $2.0M
Investors Portfolio Services LLC 1.54% Reduce -0.2% 9,255 $2.0M
Scotia Capital Inc. 0.01% Add +1.9% 9,230 $2.0M
Sfam, LLC 1.64% Reduce -31.0% 9,220 $2.0M
American Trust 0.15% Add +1.3% 9,207 $2.0M
Canvas Wealth Advisors, LLC 0.28% Add +0.2% 9,207 $2.0M
Coppell Advisory Solutions LLC 0.17% New 10,509 $2.0M
Atlas Legacy Advisors, LLC 0.29% Add +3.1% 9,121 $2.0M
Level Wealth Management LLC 0.80% No change 9,110 $2.0M
Hegarty Advisors, LLC 1.37% Add +1.7% 9,108 $2.0M
Retirement Guys Formula LLC 0.75% Add +0.5% 9,099 $2.0M
Pine Harbor Wealth Management, LLC 0.53% Add +0.1% 9,088 $2.0M
Stonehearth Capital Management, LLC 0.67% Reduce -7.4% 9,076 $2.0M
Wick Capital Partners, LLC 0.30% Reduce -12.6% 9,071 $2.0M
Sandy Cove Advisors, LLC 0.49% No change 9,069 $2.0M
Salus Financial Advisors, LLC 0.97% Reduce -2.6% 9,061 $2.0M
Ashton Thomas Securities, LLC 0.29% Reduce -6.4% 9,048 $2.0M
Pension & Wealth Management Advisors, Inc. 0.53% Add +1.2% 9,040 $2.0M
Daybright Advisory Services, Inc. 0.47% Add +8.3% 8,956 $2.0M
BLVD Private Wealth, LLC 1.46% Add +4.8% 9,005 $2.0M
Medallion Wealth Advisors, LLC 0.62% Reduce -30.2% 8,961 $2.0M
Roffman Miller Associates Inc. 0.10% Add +0.1% 8,918 $1.9M
Deutsche Bank AG 0.00% Reduce -11.1% 8,910 $1.9M
Iowa State Bank 0.32% No change 8,891 $1.9M
Flywheel Private Wealth LLC 0.95% Add +5.5% 8,865 $1.9M
Fjell Capital, LLC 1.31% Reduce -0.3% 8,793 $1.9M
Equity Wealth Partners, LLC 0.69% Add +30.5% 8,782 $1.9M
Arbor Wealth Management LLC\AZ 1.69% Add +0.3% 8,745 $1.9M
Cozad Asset Management Inc. 0.12% Add +11.9% 8,731 $1.9M
Seek First Inc. 1.20% Reduce -10.3% 8,720 $1.9M
MidAtlantic Capital Management, Inc. 1.18% Add +0.3% 8,711 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +3.2% 8,680 $1.9M
Sageworth Trust Co of South Dakota 1.17% Reduce -30.2% 8,671 $1.9M
John W. Brooker & Co., CPAs 2.28% Add +50.6% 8,670 $1.9M
Davis R M Inc. 0.03% Add +2.2% 8,659 $1.9M
Graney & King, LLC 0.68% Add +9.3% 8,396 $1.9M
Guardian Asset Advisors, LLC 0.87% Add +102.2% 8,652 $1.9M
Beese Fulmer Investment Management, Inc. 0.11% Add +0.3% 8,726 $1.9M
WNY Asset Management, LLC 0.17% Add +22.1% 8,619 $1.9M
Victory Financial Group, LLC 0.20% Reduce -5.7% 8,572 $1.9M
Bay Capital Advisors, LLC 1.00% Reduce -7.5% 8,563 $1.9M
Rockwood Wealth Management, LLC 0.12% Add +19.6% 8,525 $1.9M
Curated Wealth Partners LLC 0.21% Add +0.0% 8,516 $1.9M
Archer Investment Management, LLC 0.63% Add +10.1% 8,506 $1.9M
Badgley Phelps Wealth Managers, LLC 0.03% Add +3.8% 8,469 $1.8M
Allied Investment Advisors, LLC 0.23% Add +2.8% 8,449 $1.8M
Brand Asset Management Group, Inc. 0.41% Add +4.6% 8,438 $1.8M
Astra Wealth Partners LLC 1.02% Reduce -1.0% 8,429 $1.8M
Wolff Financial Management LLC 0.36% Add +0.5% 8,387 $1.8M
Asset One Wealth Management LLC 0.19% Reduce -2.1% 8,384 $1.8M
Caldwell Trust Co 0.15% Add +0.2% 8,362 $1.8M
VestGen Investment Management 0.96% Reduce -24.4% 8,335 $1.8M
Wesbanco Bank Inc. 0.05% Add +1.6% 8,334 $1.8M
Englebert Financial Advisers, LLC 1.80% Add +1.9% 8,324 $1.8M
Compass Financial Management LLC 0.22% — 8,179 $1.8M
Lifeworks Advisors, LLC 0.19% Reduce -3.2% 8,311 $1.8M
Spartan Wealth Advisory Services LLC 0.15% Add +0.7% 8,304 $1.8M
Bridges Investment Management Inc. 0.02% Reduce -0.2% 8,300 $1.8M
TIAA Wealth Investment Management LLC 0.01% Add +19.9% 8,260 $1.8M
Fiduciary Alliance LLC 0.12% Reduce -6.1% 8,272 $1.8M
Walkner Condon Financial Advisors LLC 0.21% Add +6.2% 8,238 $1.8M
Keystone Wealth Services, LLC 0.33% Reduce -4.8% 8,216 $1.8M
New England Private Wealth Advisors LLC 0.17% Add +0.3% 8,092 $1.8M
BBR Partners, LLC 0.08% Reduce -0.8% 8,177 $1.8M
Summit Financial Wealth Advisors, LLC 0.23% Reduce -1.0% 8,167 $1.8M
Columbus Macro, LLC 0.17% Add +0.5% 8,167 $1.8M
Summit Financial Strategies, Inc. 0.12% Add +1.3% 8,148 $1.8M
Michels Family Financial, LLC 1.14% Reduce -1.3% 8,131 $1.8M
J. Derek Lewis & Associates Inc. 0.33% Add +23.4% 8,064 $1.8M
Ethos Financial Group, LLC 0.12% Add +0.1% 8,006 $1.8M
Maseco LLP 0.05% Add +0.2% 8,058 $1.8M
Causey Wealth LLC 0.68% Reduce -0.5% 8,035 $1.8M
RS Crum Inc. 0.33% Reduce -2.1% 8,025 $1.7M
Graetz Wealth LLC 1.39% Add +9.5% 8,007 $1.7M
Tennessee Valley Asset Management Partners 0.19% Add +0.7% 8,001 $1.7M
TRUE Private Wealth Advisors 0.15% Reduce -1.6% 7,998 $1.7M
Evolution Wealth Advisors, LLC 0.20% Add +3.7% 7,980 $1.7M
Advisor OS, LLC 0.12% Add +22.2% 7,932 $1.7M
Procyon Advisors, LLC 0.07% Add +14.8% 7,924 $1.7M
Helium Advisors LLC 1.44% Add +0.5% 7,885 $1.7M
Taylor Hoffman Capital Management LLC 0.42% Reduce -0.4% 7,862 $1.7M
Geneva Partners, LLC 0.46% Add +4.6% 7,851 $1.7M
Keb Asset Management, LLC 0.28% Add +0.4% 7,846 $1.7M
4Thought Financial Group Inc. 0.80% Reduce -0.7% 7,838 $1.7M
AMG National Trust Bank 0.04% Add +13.7% 7,827 $1.7M
Hopwood Financial Services, Inc. 0.98% Reduce -0.2% 7,762 $1.7M
Financial Perspectives, Inc 0.41% Add +2.3% 7,758 $1.7M
Proactive Wealth Strategies LLC 0.27% Reduce -2.1% 7,760 $1.7M
Trailhead Planners LLC 1.63% New 7,723 $1.7M
RDA Financial Network 0.37% Reduce -0.7% 7,717 $1.7M
Index Fund Advisors, Inc. 0.07% Add +0.3% 7,708 $1.7M
Wealth Alliance, LLC 0.14% Add +10.3% 7,663 $1.7M
Capital Management Associates, Inc 0.34% Reduce -0.1% 7,654 $1.7M
Chatham Capital Group, Inc. 0.21% No change 7,563 $1.6M
KLCM Advisors, Inc. 0.13% Add +8.6% 7,543 $1.6M
Community Trust & Investment Co. 0.08% No change 7,530 $1.6M
BridgePort Financial Solutions, LLC 0.42% Reduce -0.4% 7,525 $1.6M
CFS Investment Advisory Services, LLC 0.11% Add +1.7% 7,468 $1.6M
Amplius Wealth Advisors, LLC 0.12% Add +0.3% 7,487 $1.6M
KG Capital Management 0.97% Add +43.1% 7,457 $1.6M
MTM Investment Management, LLC 0.46% Add +2.4% 7,443 $1.6M
Baker Boyer National Bank 0.44% Reduce -1.7% 7,418 $1.6M
Obermeyer Wealth Partners 0.07% Reduce -1.4% 7,369 $1.6M
Alteri Wealth LLC 0.44% Add +1.8% 7,360 $1.6M
May Hill Capital, LLC 0.33% Reduce -3.0% 7,321 $1.6M
Charis Legacy Partners, LLC 1.96% Reduce -5.4% 7,320 $1.6M
Cohen Investment Advisors LLC 0.71% Add +4.7% 7,297 $1.6M
Finward Bancorp 1.21% Add +48.3% 7,291 $1.6M
Liberty Square Wealth Partners LLC 0.38% Add +4.8% 7,273 $1.6M
Freedom Financial Partners LLC 0.52% Add +0.2% 7,256 $1.6M
Soltis Investment Advisors LLC 0.09% Reduce -11.2% 7,239 $1.6M
MJP Associates Inc. 0.17% Add +34.8% 7,237 $1.6M
Geometric Wealth Advisors 0.17% Reduce -1.4% 7,206 $1.6M
Wealth Enhancement Trust Services, Inc. 0.17% Add +2.7% 7,189 $1.6M
Baring Financial LLC 0.86% Add +12.8% 7,181 $1.6M
Fort Sheridan Advisors LLC 0.17% Add +11.6% 7,177 $1.6M
Strathmore Capital Advisors, Inc. 0.42% No change 7,120 $1.6M
Mission Creek Capital Partners, Inc. 0.27% Reduce -2.9% 7,130 $1.6M
WP Advisors, LLC 0.37% Add +8.7% 7,078 $1.5M
Camelot Portfolios, LLC 1.09% Reduce -2.0% 7,072 $1.5M
Portfolio Resources Advisor Group, Inc. 1.30% Add +92.2% 7,070 $1.5M
Carl P. Sherr & Co., LLC 0.65% Add +112.9% 7,070 $1.5M
Journey Advisory Group, LLC 0.12% Add +0.2% 7,055 $1.5M
Fairscale Capital, LLC 0.92% Add +1.0% 7,050 $1.5M
SIMA Wealth Partners, LLC 1.08% No change 7,016 $1.5M
True Link Financial Advisors, LLC 0.09% Reduce -46.5% 7,016 $1.5M
Essex LLC 0.23% Add +0.5% 6,993 $1.5M
Ted Buchan & Co 0.50% Reduce -0.5% 6,984 $1.5M
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.9% 6,982 $1.5M
Clearwave Capital, LLC 0.84% Reduce -7.7% 6,981 $1.5M
CRA Financial Services, LLC 0.17% Add +1.3% 6,939 $1.5M
Clarity Retirement & Wealth, LLC 1.05% Add +1.6% 6,938 $1.5M
Ponta Wealth Partners, LLC 0.81% No change 6,936 $1.5M
Summit Investment Advisory Services, LLC 0.38% Reduce -12.1% 6,921 $1.5M
Midwest Financial Group LLC 0.53% Add +1.2% 6,895 $1.5M
Net Worth Advisory Group 0.38% Reduce -62.1% 6,871 $1.5M
Fairman Group, LLC 1.17% Add +0.8% 6,859 $1.5M
Haverford Trust Co 0.01% Reduce -1.6% 6,848 $1.5M
Wealthcare Capital Partners, LLC 0.62% Add +2.3% 6,847 $1.5M
Burns J W & Co. Inc. 0.15% Reduce -1.5% 6,801 $1.5M
Lavaca Capital LLC 0.15% Reduce -46.5% 6,800 $1.5M
Aspen Capital Management, LLC 0.32% Add +1.2% 6,712 $1.5M
Vawter Financial, Ltd. 0.55% Reduce -1.9% 6,684 $1.5M
Norden Group LLC 0.12% Reduce -1.8% 6,682 $1.5M
Truepoint, Inc. 0.03% Reduce -33.0% 6,662 $1.5M
Crescent Grove Advisors, LLC 0.12% Reduce -2.8% 6,661 $1.5M
Worth Asset Management, LLC 0.46% Reduce -67.6% 6,633 $1.4M
Global Financial Private Client, LLC 0.39% Reduce -0.6% 6,628 $1.4M
Wimmer Associates 1, LLC 0.65% Add +3.7% 6,616 $1.4M
Gladwyn Financial Advisors, Inc. 0.90% Reduce -3.8% 6,600 $1.4M
Operose Advisors LLC 0.28% Reduce -0.1% 6,564 $1.4M
Fortis Capital Advisors, LLC 0.16% Reduce -0.0% 6,557 $1.4M
Venturi Wealth Management, LLC 0.06% Reduce -1.7% 6,541 $1.4M
Platform Technology Partners 0.23% Add +0.2% 6,538 $1.4M
GuidedMoney, LLC 0.66% No change 6,511 $1.4M
Permanent Capital Management, LP 0.19% Add +476.0% 6,480 $1.4M
Kohmann Bosshard Financial Services, LLC 0.12% No change 6,480 $1.4M
Rathbones Group PLC 0.01% Add +10.5% 6,461 $1.4M
Foster & Motley Inc. 0.06% Add +1.8% 6,458 $1.4M
Pecaut & Co. 0.43% Add +0.2% 6,454 $1.4M
Hoxton Planning & Management, LLC 0.37% Reduce -0.1% 6,445 $1.4M
Elevated Financial Group LLC 0.40% Add +18.0% 6,439 $1.4M
World Equity Group, Inc. 0.31% Reduce -9.9% 6,420 $1.4M
Bank Ozk 0.41% New 6,368 $1.4M
Aspen Wealth Management LLC 0.24% Add +8.1% 6,368 $1.4M
Entrewealth, LLC 0.51% New 6,202 $1.4M
Rede Wealth, LLC 0.46% Add +10.1% 6,349 $1.4M
Silver Coast Investments LLC 0.41% Add +2.7% 6,341 $1.4M
Selective Wealth Management, Inc. 0.36% No change 6,331 $1.4M
Cullen/Frost Bankers, Inc. 0.01% Add +57.4% 6,316 $1.4M
Maripau Wealth Management LLC 0.49% Reduce -12.9% 6,293 $1.4M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.50% Add +0.0% 6,291 $1.4M
Wealth Management Partners, LLC 0.32% Reduce -2.4% 6,290 $1.4M
Kapstone Financial Advisors LLC 0.57% Add +94.8% 6,249 $1.4M
CVA Family Office, LLC 0.12% Reduce -1.3% 6,228 $1.4M
Marks Group Wealth Management, Inc 0.12% Reduce -2.7% 6,223 $1.4M
Roberts Glore & Co. Inc. 0.34% Reduce -6.8% 6,220 $1.4M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -1.9% 6,203 $1.4M
Woodside Wealth Management LLC 0.94% No change 6,203 $1.4M
Gerber, LLC 0.64% Add +0.1% 6,200 $1.4M
Breakwater Investment Management 0.46% Reduce -1.2% 6,198 $1.4M
Ballast Rock Private Wealth LLC 0.62% Add +0.1% 6,195 $1.4M
Smithfield Trust Co 0.05% No change 6,198 $1.3M
Tanglewood Legacy Advisors, LLC 0.43% No change 6,137 $1.3M
Colter Lewis Investment Partners LLC 0.59% Add +20.9% 6,136 $1.3M
Teachers Insurance & Annuity Association of America 1.47% Reduce -2.6% 6,126 $1.3M
Battery Global Advisors, LLC 0.67% No change 6,113 $1.3M
Compass Capital Corp. /Ma/ 0.43% Reduce -3.2% 5,897 $1.3M
Vaughan David Investments LLC 0.03% Add +0.0% 6,102 $1.3M
Parsonex Advisory Services, Inc. 1.15% Reduce -33.8% 6,081 $1.3M
InvesTrust 0.51% Reduce -0.1% 6,057 $1.3M
Downshift Financial, LLC 0.60% Add +0.3% 6,053 $1.3M
Advance Capital Management, Inc. 0.04% Add +8.2% 6,049 $1.3M
Capstone Wealth Management Group, Inc. 0.79% — 6,035 $1.3M
Johnson Financial Group, LLC 0.07% Add +83.5% 6,032 $1.3M
Zacks Investment Management 0.01% Add +16.5% 5,537 $1.3M
Good Harbor Advisors, Inc. 1.28% Add +2.3% 5,993 $1.3M
Maridea Wealth Management LLC 0.14% Add +16.9% 5,991 $1.3M
Calton & Associates, Inc. 0.19% Reduce -11.7% 5,987 $1.3M
TFC Financial Management, Inc. 0.14% Add +0.1% 5,984 $1.3M
1ST Source Bank 0.06% Add +8.4% 5,982 $1.3M
Evernest Financial Advisors, LLC 0.27% Reduce -0.8% 5,972 $1.3M
Rather & Kittrell, Inc. 0.18% Reduce -0.2% 5,960 $1.3M
Purkiss Capital Advisors LLC 0.49% Add +8.2% 5,916 $1.3M
Icon Wealth Advisors, LLC 0.08% Add +23.8% 5,916 $1.3M
Forum Financial Management, LP 0.02% Reduce -24.2% 5,909 $1.3M
Dara Capital Us, Inc. 0.89% No change 5,905 $1.3M
Keener Financial Planning LLC 0.46% No change 5,901 $1.3M
Hudock, Inc. 0.16% Add +0.4% 5,898 $1.3M
Plante Moran Financial Advisors, LLC 0.06% Add +76.3% 5,889 $1.3M
Abbot Financial Management, Inc. 0.47% Add +4.8% 5,842 $1.3M
Ally Invest Advisors Inc. 0.08% Reduce -1.4% 5,814 $1.3M
Ardent Capital Management, Inc. 0.52% Reduce -8.3% 5,790 $1.3M
Security National Bank of So Dak 0.58% Add +0.9% 5,786 $1.3M
Murphy Pohlad Asset Management LLC 0.44% Reduce -3.6% 5,781 $1.3M
Ehrlich Financial Group 0.65% Reduce -2.0% 5,773 $1.3M
Silver Grove Financial Group, Inc. 0.68% Add +6.1% 5,770 $1.3M
Osprey Private Wealth LLC 0.32% No change 5,757 $1.3M
Cibc World Market Inc. 0.00% Add +4.2% 5,755 $1.3M
Approach Retirement Advisors, LLC 0.91% Reduce -3.0% 5,750 $1.3M
Independent Wealth Advisors LLC 1.13% Add +0.2% 5,747 $1.3M
Bedel Financial Consulting, Inc. 0.12% Add +0.4% 5,734 $1.2M
Brown, Lisle/Cummings, Inc. 0.28% Add +9.1% 5,726 $1.2M
Brave Asset Management Inc. 0.27% No change 5,719 $1.2M
Mraz, Amerine & Associates, Inc. 0.18% Reduce -3.4% 5,716 $1.2M
Petix & Botte Co 0.25% Add +74.5% 5,712 $1.2M
Unconventional Investor, LLC 0.51% Reduce -5.3% 5,700 $1.2M
KPP Advisory Services LLC 0.16% Add +9.6% 5,685 $1.2M
MB Generational Wealth, LLC 0.61% No change 5,667 $1.2M
Mission Financial Group, LLC 1.02% — 5,659 $1.2M
Aegis Wealth Management LLC 0.58% No change 5,637 $1.2M
Cannon Financial Strategists, Inc. 0.14% Add +0.7% 5,631 $1.2M
Magnolia Private Wealth, LLC 0.67% Reduce -6.9% 5,628 $1.2M
Texas Bank & Trust Co 0.40% No change 5,618 $1.2M
Alesco Advisors, LLC, An ESL Co 0.03% No change 5,616 $1.2M
Inspirion Wealth Advisors, LLC 0.14% No change 5,624 $1.2M
Bull Oak Capital, LLC 0.41% No change 5,606 $1.2M
Bridgewater Advisors Inc. 0.07% Reduce -1.5% 5,525 $1.2M
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +0.2% 5,601 $1.2M
Cedar Mountain Advisors, LLC 0.21% No change 5,600 $1.2M
BigSur Wealth Management LLC 0.29% Add +250.0% 5,600 $1.2M
Lam Group, Inc. 0.61% Reduce -0.1% 5,599 $1.2M
Checchi Capital Advisers, LLC 0.08% Reduce -93.0% 5,535 $1.2M
Libra Wealth LLC 0.31% No change 5,518 $1.2M
M3 Advisory Group, LLC 0.62% Add +24.4% 5,514 $1.2M
Berkeley Capital Partners, LLC 0.25% Reduce -4.2% 5,502 $1.2M
Two Sigma Investments, LP 0.00% New 5,500 $1.2M
LaFleur & Godfrey LLC 0.14% Add +5.2% 5,487 $1.2M
Patron Partners, LLC 0.46% Reduce -0.7% 5,476 $1.2M
Latitude Advisors, LLC 0.47% Add +0.6% 5,466 $1.2M
Ariston Services Group 0.66% Add +0.0% 5,460 $1.2M
Rothschild Capital Partners, LLC 0.26% Add +32.9% 5,459 $1.2M
Roman Butler Fullerton & Co. 0.28% New 5,415 $1.2M
Western Reserve Capital Management, LLC 0.88% Add +11.7% 5,440 $1.2M
Ballast Financial Advisors LLC 1.07% Add +0.2% 5,409 $1.2M
Lotus Asset Management LLC 1.04% — 5,404 $1.2M
TrustBank 0.40% Reduce -3.3% 5,404 $1.2M
Armbruster Capital Management, Inc. 0.17% Add +1.6% 5,387 $1.2M
Creekside Partners 0.42% No change 5,381 $1.2M
Founders Financial Alliance, LLC 0.15% Reduce -26.5% 5,358 $1.2M
Gould Asset Management LLC 0.18% Reduce -3.0% 5,353 $1.2M
Serenus Wealth Advisors, LLC 0.20% No change 5,342 $1.2M
Fidelis Capital Partners, LLC 0.07% Reduce -19.9% 5,320 $1.2M
First National Trust Co 0.04% Reduce -6.0% 5,317 $1.2M
626 Financial, LLC 0.45% No change 5,287 $1.2M
Robinhood Asset Management, LLC 0.06% Add +33.2% 5,281 $1.2M
National Wealth Management Group, LLC 0.35% Add +1.9% 5,263 $1.1M
X-Square Capital, LLC 0.29% Add +4.8% 5,242 $1.1M
Precedent Wealth Partners, LLC 0.19% Add +37.9% 5,232 $1.1M
PKS Advisory Services, LLC 0.18% Add +84.7% 5,229 $1.1M
TD Waterhouse Canada Inc. 0.00% Add +74.7% 5,237 $1.1M
CWC Advisors, LLC. 0.51% Add +4.1% 5,221 $1.1M
Onyx Bridge Wealth Group LLC 0.10% Add +3.3% 5,215 $1.1M
Summit Wealth Partners, LLC 0.16% Add +10.2% 5,205 $1.1M
TFB Advisors LLC 0.50% Add +5.5% 5,198 $1.1M
Annandale Capital, LLC 0.17% Reduce -1.4% 5,187 $1.1M
Syntegra Private Wealth Group, LLC 0.09% Add +37.6% 5,179 $1.1M
Guardian Capital, LLC 0.92% Reduce -21.9% 5,176 $1.1M
Intrua Financial, LLC 0.11% Reduce -5.5% 5,170 $1.1M
Retirement Income Solutions, Inc. 0.19% No change 5,730 $1.1M
Longview Financial Advisors, Inc. 0.66% Add +0.0% 5,158 $1.1M
Sagespring Wealth Partners, LLC 0.02% Add +5.5% 5,155 $1.1M
Copia Wealth Management 0.67% Reduce -1.3% 5,143 $1.1M
Basecamp Wealth Advisors LLC 0.21% No change 5,136 $1.1M
Richmond Investment Services, LLC 0.35% Reduce -55.4% 5,125 $1.1M
Brown Miller Wealth Management, LLC 0.28% Reduce -7.5% 5,122 $1.1M
FC Advisory LLC 0.30% Add +0.1% 5,112 $1.1M
Aurelius Family Office LLC 0.44% Add +3.5% 5,109 $1.1M
CORDA Investment Management, LLC. 0.07% Reduce -8.7% 5,107 $1.1M
Strategic Wealth Partners, Ltd. 0.07% Add +3.9% 5,098 $1.1M
Elgethun Capital Management 0.15% Reduce -0.6% 5,087 $1.1M
Smith Asset Management Co., LLC 0.87% Reduce -0.4% 5,071 $1.1M
Peak Financial Management, Inc. 0.25% Reduce -3.6% 5,070 $1.1M
TrustWell Financial Advisors, LLC 0.94% Add +1.4% 5,067 $1.1M
Anchyra Partners LLC 0.26% No change 5,062 $1.1M
Oak Wealth Advisors LLC 0.53% Reduce -4.3% 5,055 $1.1M
Thompson Davis & Co., Inc. 0.66% Reduce -0.5% 5,050 $1.1M
Heritage Investment Group, Inc. 0.15% Add +0.1% 4,999 $1.1M
Heritage Wealth Management, Inc. 0.54% No change 4,994 $1.1M
James J. Burns & Company, LLC 0.12% Reduce -2.2% 4,969 $1.1M
Johnson Wealth Management, LLC 0.46% Reduce -5.9% 4,945 $1.1M
Round Rock Advisors LLC 0.14% Reduce -9.7% 4,939 $1.1M
Winebrenner Capital Management LLC 0.66% Add +2.4% 4,938 $1.1M
First National Advisers, LLC 0.15% No change 4,922 $1.1M
Triad Wealth Partners, LLC 0.06% Reduce -19.6% 4,842 $1.1M
Buck Wealth Strategies, LLC 0.11% Reduce -9.1% 4,897 $1.1M
Lumbard & Kellner, LLC 0.32% No change 4,893 $1.1M
Guardian Wealth Advisors, LLC / NC 0.06% Reduce -5.9% 4,887 $1.1M
Briggs Wealth Management, Inc 0.97% No change 4,874 $1.1M
Rf&l Wealth Management, LLC 0.72% Reduce -1.9% 4,863 $1.1M
Legacy Wealth Managment, LLC 0.44% Add +0.1% 4,858 $1.1M
Hutchens & Kramer Investment Management Group, LLC 0.28% Add +4.3% 4,856 $1.1M
Allred Capital Management, LLC 0.35% No change 4,844 $1.1M
Essex Bank 0.23% Add +2.0% 4,845 $1.1M
Quarry LP 0.17% New 4,839 $1.1M
Shufro Rose & Co. LLC 0.06% Add +13.7% 4,833 $1.1M
Sound Income Strategies, LLC 0.05% Reduce -1.2% 4,833 $1.1M
Aprio Wealth Management, LLC 0.05% Reduce -14.1% 4,817 $1.0M
Tenon Financial LLC 0.34% Add +46.3% 4,795 $1.0M
Jackson, Grant Investment Advisers, Inc. 0.32% Add +0.2% 4,778 $1.0M
Northwest Bancshares, Inc. 0.19% No change 4,753 $1.0M
Plancorp, LLC 0.03% Reduce -63.1% 4,717 $1.0M
Alaska Wealth Advisors, LLC 0.11% Reduce -1.6% 4,745 $1.0M
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -5.6% 4,734 $1.0M
Silver Oak Advisory Group, Inc. 0.41% Reduce -2.0% 4,729 $1.0M
AMG Asset Management Group, Inc. 0.64% Reduce -0.5% 4,724 $1.0M
Odyssey Capital Advisors, Inc. 0.74% Add +0.3% 4,716 $1.0M
Continuum Wealth Advisors, LLC 0.35% No change 4,715 $1.0M
Detalus Advisors, LLC 0.20% No change 4,704 $1.0M
Carolina Wealth Management Inc 0.47% — 4,694 $1.0M
Howland Capital Management LLC 0.04% No change 4,692 $1.0M
Southland Equity Partners LLC 0.18% Reduce -20.1% 4,684 $1.0M
American Money Management, LLC 0.15% Add +0.3% 4,683 $1.0M
Heritage Wealth Advisors 0.04% Add +4.4% 4,683 $1.0M
O'Connor Financial Group LLC 0.36% Reduce -3.9% 4,670 $1.0M
Whittier Trust Co. of Nevada Inc. 0.02% No change 4,632 $1.0M
Owen LaRue, LLC 0.35% Add +6.3% 4,666 $1.0M
tru Independence LLC 0.44% Add +0.3% 4,662 $1.0M
Fort Point Capital Partners LLC 0.11% Add +5.3% 4,655 $1.0M
Convergence Financial, LLC 0.08% Add +3.8% 4,646 $1.0M
GWN Securities Inc. 0.17% Add +9.2% 4,645 $1.0M
Investments & Financial Planning, LLC 0.48% Add +0.4% 4,644 $1.0M
Northland Securities, Inc. 0.59% Reduce -2.3% 4,641 $1.0M
Waterfront Wealth Inc. 0.16% Add +2.4% 4,611 $1.0M
Smith Salley Wealth Management 0.04% Add +168.0% 4,633 $1.0M
Caitlin John, LLC 0.55% Reduce -2.0% 4,618 $1.0M
National Bank of Canada 0.00% Add +58.8% 4,617 $1.0M
Dearborn Partners LLC 0.06% No change 4,607 $1.0M
Eagle Global Advisors LLC 0.03% Add +3.0% 4,593 $1.0M
Abound Wealth Management 0.20% Add +14.8% 4,592 $1.0M
Conservest Capital Advisors, Inc. 0.08% Add +0.5% 4,592 $1.0M
Baron Wealth Management LLC 0.26% Add +0.3% 4,573 $997K
Conrad Siegel Investment Advisors, Inc. 0.16% Reduce -0.1% 4,562 $994K
Golden State Wealth Management, LLC 0.09% Reduce -1.2% 4,554 $993K
Ofc Financial Planning, LLC 0.88% Reduce -11.5% 4,552 $992K
Curtis Advisory Group, LLC 0.19% Reduce -2.3% 4,523 $986K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -51.5% 4,515 $984K
Caldwell Sutter Capital, Inc. 0.37% Add +0.7% 4,512 $983K
Security National Bank of Sioux City Iowa 0.40% Add +51.9% 4,506 $982K
Milestone Asset Management, LLC 0.15% Add +76.3% 4,495 $980K
Barry Investment Advisors, LLC 0.20% Reduce -16.9% 4,494 $979K
Symphony Financial, Ltd. Co. 0.11% New 4,492 $979K
Colorado Capital Management, Inc. 0.33% Reduce -36.1% 4,494 $979K
Arsenal Capital Advisors LLC 0.58% No change 4,490 $979K
Verity Asset Management, Inc. 0.37% Reduce -10.7% 4,489 $978K
Compass Financial Group, Inc. (Ohio) 0.65% Reduce -5.3% 4,487 $978K
Sutton Place Investors LLC 0.47% Reduce -10.0% 4,479 $976K
HORAN Wealth, LLC 0.12% Reduce -50.8% 4,468 $974K
Massachusetts Financial Services Co. 0.00% Add +58.4% 4,432 $966K
Roehl & Yi Investment Advisors, LLC 0.32% Add +12.1% 4,429 $965K
Harpswell Capital Advisors, LLC 0.62% No change 4,425 $964K
HBW Advisory Services LLC 0.09% Reduce -13.0% 4,419 $963K
Chapman Financial Group, LLC 0.64% No change 4,401 $959K
Independent Wealth Network Inc. 0.24% Add +20.3% 4,395 $958K
Harris Associates (Oakmark Funds) 0.00% Add +70.7% 4,390 $957K
FSA Advisors, Inc. 0.44% New 4,384 $955K
Outbound Financial Inc 0.62% Reduce -0.1% 4,381 $955K
Ullmann Wealth Partners Group, LLC 0.09% Add +35.7% 4,380 $955K
Horizon Investment Services, LLC 0.27% Add +2.1% 4,373 $953K
Valley Forge Investment Consultants Inc. Adv 0.25% Add +0.5% 4,372 $953K
C M Bidwell & Associates Ltd. 0.39% Reduce -4.6% 4,359 $950K
Mars Jewett Financial Group, Inc. 0.19% No change 4,355 $949K
Private Management Group Inc. 0.02% Add +9.1% 4,337 $945K
Bogart Wealth, LLC 0.03% Add +23.7% 4,330 $944K
Foundation Wealth Management, LLC\PA 0.28% Reduce -0.7% 4,318 $941K
Balyasny Asset Management L.P. 0.00% New 4,310 $939K
First National Bank & Trust Co. of Newtown 0.19% Add +139.4% 4,259 $937K
Ashford Advisors, LLC 0.19% No change 4,293 $936K
Stelac Advisory Services LLC 0.17% Add +5.8% 4,274 $931K
Linscomb Wealth, Inc. 0.04% Reduce -22.1% 4,239 $924K
WealthPlan Investment Management, LLC 0.05% Reduce -1.5% 4,233 $922K
Williams Jones Wealth Management, LLC. 0.01% Reduce -5.8% 4,230 $922K
Investmark Advisory Group LLC 0.35% Add +3.0% 4,218 $919K
Diligent Investors, LLC 0.20% Add +2.4% 4,198 $915K
Madison Wealth Partners, Inc 0.12% Add +44.3% 4,190 $913K
SJS Investment Consulting Inc. 0.10% No change 4,180 $911K
Patten Group, Inc. 0.14% Reduce -8.4% 4,170 $909K
Twin City Private Wealth, LLC 0.64% Add +4.5% 4,165 $908K
Central Valley Advisors, LLC 0.23% Add +24.4% 4,150 $904K
Uhlmann Price Securities, LLC 0.03% Add +0.4% 4,144 $903K
Baker Ellis Asset Management LLC 0.09% No change 4,140 $902K
Pacific Point Advisors, LLC 0.41% No change 4,129 $900K
Lincoln Capital LLC 0.16% Reduce -2.2% 4,118 $897K
Goepper Burkhardt LLC 0.27% Reduce -7.7% 4,106 $895K
Parkwoods Wealth Partners, LLC 0.14% Add +267.4% 4,093 $892K
Keystone Financial Group, Inc. 0.47% Reduce -1.0% 4,083 $890K
Headinvest, LLC 0.17% Add +0.3% 4,081 $889K
Cypress Wealth Services, LLC 0.11% Add +8.3% 4,079 $889K
Balanced Rock Investment Advisors LLC 0.55% Reduce -1.2% 4,072 $887K
Indie Asset Partners, LLC 0.85% Add +24.1% 4,056 $884K
Mogy Joel R Investment Counsel Inc. 0.05% No change 4,040 $880K
Triangle Securities Wealth Management 0.17% Reduce -1.2% 4,036 $880K
DUTCH ASSET Corp 0.44% Reduce -6.9% 4,035 $879K
Edgestream Partners, L.P. 0.03% Reduce -61.5% 4,035 $879K
Noesis Capital Mangement Corp. 0.11% Reduce -30.2% 4,032 $879K
GeoWealth Management, LLC 0.03% Reduce -32.8% 4,028 $878K
Accredited Investor Services, LLC 0.50% No change 4,023 $877K
Team Hewins, LLC 0.24% No change 4,010 $874K
Code Waechter LLC 0.45% No change 4,006 $873K
Cypress Financial Planning LLC 0.21% Add +1.3% 4,004 $873K
Penobscot Wealth Management 0.23% Reduce -5.9% 4,003 $872K
Buska Wealth Management, LLC 0.31% Add +0.2% 3,999 $872K
Private Client Services, LLC 0.23% Reduce -1.9% 3,982 $868K
WPG Advisers, LLC 0.51% Add +0.1% 3,975 $866K
Old Second National Bank of Aurora 0.16% No change 3,964 $864K
Red Spruce Capital, LLC 0.30% Reduce -2.6% 3,956 $862K
Peoples Bank 0.44% Add +4.7% 3,947 $860K
Capital Advisors Inc. 0.01% Add +0.1% 3,946 $860K
Sentinel Pension Advisors, LLC 0.11% Reduce -13.9% 3,941 $859K
Elmwood Wealth Management, Inc. 0.21% Reduce -2.3% 3,940 $859K
Harbor Group, Inc. 0.10% Reduce -9.5% 3,934 $857K
Impact Capital Partners LLC 0.23% Reduce -20.1% 3,933 $857K
Brian Low Financial Group, LLC 0.50% Reduce -2.4% 3,921 $854K
1900 Wealth Management LLC 0.05% No change 3,919 $854K
Advocate Investing Services LLC 0.66% Reduce -5.0% 3,917 $854K
Red Door Wealth Management, LLC 0.08% Add +0.0% 3,916 $853K
apricus wealth, LLC 0.41% No change 3,912 $853K
Portland Financial Advisors Inc 1.55% Add +13.5% 3,909 $852K
CGC Financial Services, LLC 0.19% No change 3,909 $852K
Legacy Private Trust Co. 0.05% Reduce -1.0% 3,908 $852K
Trilogy Capital Inc. 0.03% Add +5.4% 3,906 $851K
Roxbury Financial LLC 0.67% Add +0.9% 3,903 $851K
JP Wealth Management, Inc. 0.54% No change 3,900 $850K
SpringVest Wealth Management LLC 0.53% Add +0.4% 3,900 $850K
RPG Investment Advisory, LLC 0.09% Add +0.4% 3,898 $849K
Stonebridge Financial Planning Group, LLC 0.27% Add +22.4% 3,896 $849K
Capital Investment Counsel, LLC 0.10% Reduce -18.8% 3,891 $848K
Stratos Investment Management, LLC 0.03% Reduce -40.7% 3,877 $845K
Holos Integrated Wealth LLC 0.39% No change 3,843 $844K
Capital Asset Managemnet, LLC 1.89% Reduce -20.4% 3,856 $840K
Hidden Cove Wealth Management, LLC 0.46% Add +0.1% 3,852 $839K
One Wealth Advisors, LLC 0.09% No change 3,851 $839K
Clear Retirement Advice LLC 0.57% Reduce -0.1% 3,848 $839K
River Wealth Advisors LLC 0.09% Reduce -16.9% 3,841 $837K
Compass Capital Management, Inc. 0.05% Reduce -37.0% 3,833 $835K
LMG Wealth Partners, LLC 0.13% Add +0.4% 3,831 $835K
Legacy Capital Wealth Partners, LLC 0.16% Reduce -54.5% 3,827 $834K
E6 Portfolios, LLC 0.66% Add +31.3% 3,818 $832K
Tranquility Partners, LLC 0.29% Reduce -15.8% 3,810 $830K
Hamilton Point Investment Advisors, LLC 0.12% No change 3,772 $822K
Kavar Capital Partners Group, LLC 0.10% Add +0.0% 3,771 $822K
Olde Wealth Management, LLC 0.23% Add +0.8% 3,762 $819K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -0.3% 3,741 $815K
Hantz Financial Services, Inc. 0.01% Reduce -12.9% 3,807 $811K
Trail Ridge Investment Advisors, LLC 0.34% Add +5.9% 3,720 $811K
Thayer Partners, LLC / MA 0.34% Add +0.3% 3,715 $810K
Life Planning Partners, Inc 0.60% Reduce -0.3% 3,713 $809K
DecisionMap Wealth Management, LLC 0.45% Reduce -0.4% 3,701 $807K
Annex Advisory Services, LLC 0.01% Add +27.2% 3,670 $800K
Jefferies Financial Group Inc. 0.01% Reduce -0.9% 3,665 $799K
Fielder Capital Group LLC 0.17% No change 3,665 $799K
Westmount Partners, LLC 0.18% No change 3,663 $798K
Advisor Resource Council 0.27% New 3,620 $794K
Hartford Funds Management Co LLC 0.06% Reduce -64.2% 3,644 $794K
Passive Capital Management, LLC. 0.25% No change 4,153 $793K
FAS Wealth Partners, Inc. 0.04% Add +8.9% 3,639 $793K
Next Capital Management LLC 0.21% Add +5.3% 3,637 $793K
Richard W. Paul & Associates, LLC 0.24% Reduce -11.3% 3,635 $792K
Veltria Advisors Corp. 2.43% No change 3,628 $791K
Grove Street Fiduciary, LLC 0.33% No change 3,626 $790K
180 Wealth Advisors, LLC 0.08% Add +0.0% 3,624 $790K
American National Bank & Trust 0.07% No change 3,622 $789K
ARK & TLK Investments, LLC 0.19% No change 3,609 $787K
Indiana Trust & Investment Management Co 0.21% No change 3,601 $785K
Planned Solutions, Inc. 0.23% No change 3,592 $783K
Redwood Financial Network Corp 0.43% Reduce -17.1% 3,568 $778K
DB&C Advisors, LLC 0.84% Add +0.2% 3,559 $776K
Accelerate Investment Advisors LLC 0.44% Reduce -2.7% 3,539 $771K
Wellington-Altus USA Inc. 0.55% Reduce -1.6% 3,922 $769K
Argentarii, LLC 0.23% Add +2.6% 3,409 $768K
Austin Asset Management Co Inc 0.11% No change 3,523 $768K
Planning Center, Inc. 0.07% No change 3,523 $768K
Accurate Wealth Management, LLC 0.07% Add +10.6% 3,501 $767K
Proffitt & Goodson Inc. 0.11% No change 3,521 $767K
Highline Wealth Partners LLC 0.16% Add +54.2% 3,520 $767K
JT Stratford LLC 0.08% Reduce -1.1% 3,510 $765K
Retirement Planning Co of New England, Inc. 0.27% Reduce -1.2% 3,504 $764K
Snowwater Investment Partners, LLC 0.53% No change 3,500 $763K
Elser Financial Planning, Inc 0.03% Add +0.9% 3,497 $762K
DB Fitzpatrick & Co, Inc 0.61% Add +6.6% 3,492 $761K
Wealth Dimensions Group, Ltd. 0.14% Add +2.7% 3,490 $760K
Envision Financial Planning, LLC 0.25% No change 3,476 $758K
Westside Investment Management, Inc. 0.10% Add +18.1% 3,466 $755K
Mackenzie Financial Corp. 0.00% Add +8.3% 3,465 $755K
Wagner Wealth Management, LLC 0.14% Add +100.3% 3,454 $753K
Dynamic Financial Group 0.57% Add +2.9% 3,448 $752K
Salem Investment Counselors Inc. 0.02% Reduce -1.1% 3,446 $751K
Arrow Investment Advisors, LLC 0.73% Reduce -1.6% 3,441 $750K
Laird Norton Wetherby Trust Company, LLC 0.01% Reduce -1.2% 3,440 $750K
Townsend Asset Management Corp. /NC/ 0.24% Reduce -5.2% 3,434 $748K
Clearview Wealth Management LLC 0.48% Reduce -8.4% 3,431 $748K
IRON Financial LLC 0.31% Add +6.1% 3,428 $747K
DWM Financial Group, Inc. 0.67% — 3,909 $747K
Pacific Sage Partners, LLC 0.11% Reduce -0.1% 3,414 $744K
Allen Capital Group, LLC 0.06% Reduce -0.3% 3,411 $743K
Shira Ridge Wealth Management 0.26% Reduce -0.7% 3,406 $742K
Hobbs Group Advisors, LLC 0.19% Reduce -0.8% 3,395 $740K
Kastel Capital Advisors, LLC 0.47% Add +0.1% 3,757 $737K
Monetary Management Group Inc. 0.15% Add +89.9% 3,380 $737K
Arlington Financial Advisors, LLC 0.09% Reduce -4.0% 3,380 $737K
Windsor Capital Management, LLC 0.19% Reduce -0.9% 3,379 $736K
Baldwin Wealth Partners LLC 0.05% No change 3,378 $736K
Cathy Pareto & Associates, Inc. 0.43% Add +7.8% 3,371 $735K
Tilson Financial Group, Inc. 0.20% Reduce -0.8% 3,367 $734K
Rockingstone Advisors LLC 0.29% Add +3.4% 3,365 $733K
Bradley Foster & Sargent Inc. 0.01% Add +3.1% 3,363 $733K
Fiducient Advisors LLC 0.10% Add +0.5% 3,362 $733K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.08% Reduce -12.0% 3,360 $732K
TrueWealth Advisors, LLC 0.16% Add +1.8% 3,355 $731K
Fulton Bank, N.A. 0.02% Add +27.2% 3,353 $731K
Revisor Wealth Management LLC 0.18% Add +61.7% 3,353 $731K
CogentBlue Wealth Advisors, LLC 0.42% New 3,351 $730K
VPR Management LLC 0.29% No change 3,350 $730K
Miller Financial Services LLC 0.59% Add +21.3% 3,342 $728K
First Pacific Financial 0.09% Reduce -2.5% 3,322 $724K
EFG International AG 0.01% Reduce -0.9% 3,312 $722K
Glen Eagle Advisors, LLC 0.09% Reduce -2.9% 3,311 $722K
Insight Inv LLC 0.34% Reduce -10.3% 3,309 $721K
Samalin Investment Counsel, LLC 0.23% Reduce -2.1% 3,309 $721K
Sage Financial Management Group, Inc. 0.20% No change 3,302 $720K
Altiora Financial Group, LLC 0.11% No change 3,298 $719K
Axis Wealth Partners, LLC 0.34% Reduce -8.0% 3,293 $718K
JMN Financial LLC 0.56% Add +0.3% 3,287 $716K
Cassaday & Co Wealth Management LLC 0.01% Add +3.5% 3,282 $715K
Ranch Capital Advisors Inc. 0.23% Reduce -5.6% 3,279 $715K
GSG Advisors LLC 0.16% Add +0.5% 3,277 $714K
DDD Partners, LLC 0.04% Add +0.0% 3,274 $714K
Asset Allocation Strategies LLC 0.11% Add +12.2% 3,268 $712K
Putney Financial Group LLC 0.64% Add +5.3% 3,262 $711K
Cornerstone Advisors Asset Management, LLC 0.09% Reduce -1.6% 3,233 $704K
New Wave Wealth Advisors LLC 0.19% Reduce -78.8% 3,229 $704K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.0% 3,221 $702K
Yoder Wealth Management, Inc. 0.27% No change 3,218 $701K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +0.0% 3,189 $695K
Barnes Wealth Management Group, Inc 0.32% Reduce -3.1% 3,184 $694K
River Street Advisors LLC 0.20% Reduce -4.0% 3,177 $692K
Kachkovsky & Fisher, Inc. 0.66% — 3,168 $691K
Corepath Wealth Partners LLC 0.43% Reduce -7.2% 3,173 $690K
Milestone Asset Management Group, LLC 0.35% Reduce -0.9% 3,160 $689K
Private Advisory Group LLC 0.04% Add +25.0% 3,156 $688K
PAX Financial Group, LLC 0.10% Reduce -70.3% 3,151 $687K
Pines Wealth Management, LLC 0.20% Reduce -10.3% 3,147 $686K
Realta Investment Advisors 0.21% Reduce -13.5% 3,138 $684K
Kera Capital Partners, Inc. 0.07% Add +198.5% 3,119 $680K
Peoples Financial Services Corp. 0.29% No change 3,117 $679K
Blue Bell Private Wealth Management, LLC 0.08% Add +1.9% 3,098 $675K
Northstar Advisory Group, LLC 0.21% Add +0.1% 3,096 $675K
Summit Global Investments 0.04% Reduce -9.7% 3,089 $673K
Omnia Family Wealth, LLC 0.18% No change 3,080 $671K
Sequent Planning LLC 0.14% Add +7.2% 3,076 $670K
Advisory Advocates, LLC 0.57% Add +30.5% 3,074 $670K
Asset Management One Co., Ltd. 0.00% New 3,072 $669K
Trust Point Inc. 0.06% Add +170.7% 3,059 $667K
Wellington Shields Capital Management, LLC 0.08% No change 3,058 $666K
First Community Trust NA 0.30% Reduce -30.9% 3,053 $665K
CM Wealth Advisors LLC 0.12% No change 3,048 $664K
Eastern Bank 0.01% Add +50.6% 3,041 $663K
Mirador Capital Partners LP 0.08% Reduce -0.8% 3,038 $662K
Legacy Financial Group LLC 0.07% Add +0.9% 3,032 $661K
NCM Capital Management, LLC 0.20% Add +9.8% 3,022 $659K
Planning Strategies Inc. 0.41% — 3,013 $657K
New Republic Capital, LLC 0.15% Add +0.2% 3,006 $655K
Landaas & Co. /Wi 0.12% No change 3,003 $654K
Meridian Wealth Partners, LLC 0.08% Add +1.4% 3,001 $654K
Traphagen Investment Advisors LLC 0.05% Add +7.7% 2,994 $652K
SilverOak Wealth Management LLC 0.08% No change 2,994 $652K
Tandem Financial, LLC 0.21% Add +0.1% 2,987 $651K
Canal Capital Management, LLC 0.08% Add +43.4% 2,982 $650K
Schaper Benz & Wise Investment Counsel Inc. 0.04% New 2,981 $650K
Vantage Point Financial LLC 0.20% Add +0.2% 2,963 $646K
Financial Gravity Companies, Inc. 0.10% — 2,950 $643K
NorthCoast Asset Management LLC 0.01% Add +5.1% 2,948 $643K
Van Cleef Asset Management,Inc 0.07% No change 2,944 $642K
Cambiar Investors LLC 0.03% Add +43.1% 2,942 $641K
TruNorth Capital Management, LLC 0.10% Reduce -24.4% 2,940 $641K
Colony Family Offices, LLC 0.14% No change 2,936 $640K
FWG Investments, LLC. 0.34% Add +24.8% 2,931 $639K
Waller Financial Planning Group, Inc. 0.13% Reduce -5.5% 2,931 $639K
Mullooly Asset Management, Inc. 0.20% Add +21.0% 2,930 $638K
Brady Martz Wealth Solutions, LLC 0.10% Reduce -7.8% 2,925 $637K
Sierra Ocean, LLC 0.44% Reduce -0.8% 2,920 $636K
ARS Wealth Advisors Group, LLC 0.05% Add +35.5% 2,909 $634K
Spinnaker Trust 0.03% No change 2,907 $634K
Saxony Capital Management, LLC 0.29% Reduce -2.4% 2,892 $630K
Mosaic Financial Group, LLC 0.40% Add +54.5% 2,890 $630K
Midwest Financial Network, LLC 0.43% Add +108.7% 2,889 $630K
ASL Financial, LLC 0.44% No change 2,889 $630K
Peak Planning Group, LLC 0.14% Reduce -0.2% 2,880 $628K
Cape Investment Advisory, Inc. 0.17% Reduce -4.3% 2,878 $627K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Add +0.1% 2,870 $625K
Bouchey Financial Group, Ltd. 0.04% Reduce -3.8% 2,864 $624K
COFG Advisors, LLC 0.11% Add +76.1% 2,862 $624K
Encompass Wealth Advisors, LLC 0.19% Reduce -4.0% 2,860 $623K
Blue Chip Partners, LLC 0.04% Add +0.5% 2,850 $621K
Cambridge Advisors Inc. 0.11% No change 2,850 $621K
Genesis Private Wealth, LLC 0.17% Add +3.2% 2,844 $620K
Meridian Wealth Advisors, LLC 0.07% No change 2,842 $619K
Summit Asset Management, LLC 0.08% Reduce -6.3% 2,830 $617K
American State Bank (Iowa) 0.25% Add +7.2% 2,830 $617K
Sanchez Gaunt Capital Management, LLC 0.34% Reduce -2.0% 2,825 $616K
Blue Zone Wealth Advisors, LLC 0.11% No change 2,817 $614K
Ballast, Inc. 0.12% No change 2,811 $613K
Essential Partners LLC 0.28% Add +0.2% 2,811 $613K
Clarion Wealth Managment Partners, LLC 0.49% Reduce -11.9% 2,810 $612K
Holland Advisory Services, Inc. 0.68% Reduce -4.3% 2,809 $612K
JHP Wealth Management, LLC 0.50% Add +0.5% 2,802 $611K
Raleigh Capital Management Inc. 0.19% Reduce -5.1% 2,797 $610K
Biondo Investment Advisors, LLC 0.07% New 2,793 $609K
Tyche Wealth Partners LLC 0.09% Add +3.6% 2,788 $608K
Polaris Investment Advisors, LLC 0.39% No change 2,779 $606K
Evercore Wealth Management, LLC 0.01% No change 2,773 $604K
Archer Investment Corp 0.12% Add +1.6% 2,769 $604K
Synergy Financial Group, LTD 0.43% No change 2,763 $602K
Highland Financial Advisors, LLC 0.13% Add +5.0% 2,752 $600K
Hill Investment Group Partners, LLC 0.06% New 2,750 $599K
Canandaigua National Bank & Trust Co. 0.05% — 2,744 $598K
PCG Wealth Advisors, LLC 0.13% Add +5.7% 2,737 $596K
San Luis Wealth Advisors LLC 0.09% Reduce -8.1% 2,734 $596K
Nestegg Advisors, Inc. 0.42% Add +12.9% 2,733 $596K
West Financial Advisors, LLC 0.09% Add +1.8% 2,732 $595K
Patton Albertson Miller Group, LLC 0.06% Reduce -3.6% 2,732 $595K
Total Clarity Wealth Management, Inc. 0.12% Reduce -3.6% 2,728 $595K
Naviter Wealth, LLC 0.05% New 2,719 $593K
MKT Advisors LLC 0.18% Add +8.1% 2,695 $592K
Glassman Wealth Services 0.07% Add +0.9% 2,713 $591K
Busey Bank 0.01% Reduce -17.2% 2,711 $591K
Cannell & Spears LLC 0.01% Add +0.0% 2,709 $590K
Fiduciary Group, LLC 0.05% Reduce -5.8% 2,708 $590K
First National Bank of Mount Dora, Trust Investment Services 0.12% No change 2,708 $590K
McGlone Suttner Wealth Management, Inc. 0.07% Reduce -2.3% 2,708 $590K
Arthur M. Cohen & Associates, LLC 0.09% No change 2,704 $589K
Romano Brothers and Company 0.06% Add +3.6% 2,703 $589K
Wealth Quarterback LLC 0.18% Add +25.6% 2,702 $589K
Stone House Investment Management, LLC 0.08% Add +8.2% 2,696 $588K
Rothschild Investment LLC 0.02% Add +0.3% 2,696 $588K
First Business Financial Services, Inc. 0.05% No change 2,689 $586K
First Commonwealth Financial Corp 0.08% Reduce -2.3% 2,675 $583K
German American Bancorp, Inc. 0.04% No change 2,669 $582K
Strid Group, LLC 0.06% Add +1.8% 2,667 $581K
Moulton Wealth Management, Inc. 0.38% New 2,664 $581K
Rialto Wealth Management, LLC 0.11% Reduce -2.3% 2,660 $580K
XTX Topco Ltd 0.01% New 2,658 $579K
Marshall & Sterling Wealth Advisors Inc. 0.34% Add +68.3% 2,656 $579K
Cherrydale Wealth Management, LLC 0.15% No change 2,656 $579K
Merrion Investment Management Co, LLC 0.27% No change 2,650 $578K
SPWM Advisors LLC 0.53% Add +0.5% 2,649 $577K
ZynergyRetirementPlanningLLC 0.31% No change 2,643 $576K
Certuity, LLC 0.03% Reduce -9.9% 2,634 $574K
Potomac Fund Management Inc. 0.01% Reduce -4.1% 2,626 $572K
Miller Capital Partners, Inc. 0.22% No change 2,625 $572K
Signature Equity Partners, LLC 0.26% Add +13.8% 2,622 $571K
Financial Planning Navigators CORP 0.21% Reduce -0.3% 2,618 $570K
Gradient Investments LLC 0.01% Add +46.6% 2,616 $570K
Goldstein Advisors, LLC 0.05% No change 2,612 $569K
Heritage Trust Co 0.05% Add +39.8% 2,612 $569K
Cladis Investment Advisory, LLC 0.26% No change 2,600 $567K
Hills Bank & Trust Co 0.02% No change 2,597 $566K
Foguth Wealth Management, LLC. 0.06% Add +157.1% 2,602 $564K
Wealth Group Ltd 0.11% Add +6.1% 2,586 $564K
Ariadne Wealth Management, LP 0.25% No change 2,583 $563K
Rockland Trust Co. 0.02% Add +9.2% 2,573 $561K
United Wealth Management, LLC 0.13% No change 2,566 $559K
Continental Investors Services, Inc. 0.44% Reduce -6.3% 2,487 $557K
L. Roy Papp & Associates, LLP 0.06% Reduce -15.4% 2,552 $556K
Invested Advisors 0.49% New 2,549 $556K
Barlow Wealth Partners, LLC 0.06% No change 2,552 $555K
Catalyst Financial Partners LLC 0.05% Reduce -26.5% 2,538 $553K
Newman Dignan & Sheerar, Inc. 0.11% Add +0.1% 2,537 $553K
Ironwood Investment Counsel, LLC 0.07% Add +5.8% 2,529 $551K
Portland Global Advisors LLC 0.05% No change 2,525 $550K
XP Advisory US, Inc. 0.30% — 2,520 $549K
Opulen Financial Group LLC 0.34% Add +2.0% 2,517 $548K
Means Investment Co., Inc. 0.04% Add +0.5% 2,515 $548K
Financial Insights, Inc. 0.15% No change 2,505 $546K
Ground Swell Capital, LLC 0.60% New 2,498 $544K
Stockman Wealth Management, Inc. 0.06% Add +69.4% 2,490 $543K
Ankerstar Wealth, LLC 0.45% Reduce -2.0% 2,482 $541K
Capstone Financial Advisors, Inc. 0.03% Add +14.5% 2,482 $541K
Bryant Woods Investment Advisors, LLC 0.15% No change 2,475 $539K
Cidel Asset Management Inc. 0.03% No change 2,475 $539K
Pinnacle Wealth Planning Services, Inc. 0.05% Add +3.7% 2,470 $538K
Brooklyn FI, LLC 0.10% Add +0.4% 2,451 $538K
Revolve Wealth Partners, LLC 0.06% Reduce -8.3% 2,464 $537K
Baker Tilly Wealth Management, LLC 0.11% Add +0.9% 2,454 $535K
Integral Investment Advisors, Inc. 0.12% Add +3.6% 2,449 $534K
Petra Financial Advisors Inc. 0.25% New 2,448 $533K
Able Wealth Management LLC 0.12% Add +3.7% 2,446 $533K
Carr Financial Group Corp 0.12% Add +0.3% 2,445 $533K
Traynor Capital Management, Inc. 0.03% Add +7.6% 2,444 $533K
Bangor Savings Bank 0.04% Add +20.8% 2,443 $532K
Claro Advisors Inc. 0.06% Reduce -16.1% 2,441 $532K
Fortis Capital Management LLC 0.06% Add +0.4% 2,441 $532K
Cottage Street Advisors LLC 0.21% Reduce -4.1% 2,440 $532K
Synergy Asset Management, LLC 0.05% Reduce -38.1% 2,438 $531K
Murphy & Mullick Capital Management Corp 0.33% Add +25.8% 2,437 $531K
Sterling Investment Counsel, LLC 0.13% Add +2.7% 2,437 $531K
Safeguard Investment Advisory Group, LLC 0.12% Add +9.2% 2,435 $530K
Global Wealth Strategies & Associates 0.10% Reduce -1.1% 2,432 $530K
Searle & Co. 0.12% Add +100.0% 2,432 $530K
Roble, Belko & Company, Inc 0.06% Add +77.5% 2,433 $530K
FWL Investment Management, LLC 0.10% Add +2.4% 2,407 $525K
Bailard, Inc. 0.01% No change 2,406 $524K
Oakworth Capital, Inc. 0.02% Reduce -1.7% 2,405 $523K
Platt Wealth Management LLC 0.42% No change 2,400 $523K
Verus Financial Partners, Inc. 0.04% Add +0.0% 2,393 $522K
FSM Wealth Advisors, LLC 0.06% Add +0.0% 2,391 $521K
Patten & Patten Inc. 0.03% Add +8.4% 2,389 $521K
White Wing Wealth Management 0.27% Reduce -0.7% 2,386 $520K
IVC Wealth Advisors LLC 0.20% New 2,375 $518K
Prudent Investors Network, Inc. 0.10% Reduce -2.1% 2,367 $516K
Wisconsin Wealth Advisors, LLC 0.44% Add +27.8% 2,366 $516K
Cane Capital Partners, LLC 0.21% Add +4.9% 2,359 $514K
Resolute Wealth Advisor, Inc. 0.29% No change 2,613 $513K
Cornerstone Financial Group, LLC 0.32% Add +0.3% 2,351 $512K
Fidelity D & D Bancorp Inc. 0.18% Add +3.6% 2,351 $512K
Sterling Wealth Management, Inc. 0.13% Add +2.4% 2,349 $512K
Tucker Asset Management LLC 0.13% Reduce -8.0% 2,323 $506K
Trek Financial, LLC 0.03% Add +0.5% 2,305 $502K
Pennington Partners & Co., LLC 0.16% Reduce -20.7% 2,301 $501K
Solidarity Wealth, LLC 0.09% No change 2,293 $500K
Center For Asset Management LLC 0.22% Add +0.3% 2,289 $499K
Client 1ST Advisory Group, LLC 0.13% Add +2.1% 2,281 $497K
Optivise Advisory Services LLC 0.25% Add +22.2% 2,264 $493K
Endeavor Private Wealth, Inc. 0.12% No change 2,263 $493K
Horizon Wealth Management, LLC 0.06% No change 2,260 $493K
Christine Messmer PC 0.28% Add +0.5% 2,253 $491K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -17.8% 2,247 $490K
Farmers National Bank 0.10% Add +5.5% 2,235 $487K
Members Wealth LLC 0.27% No change 2,230 $486K
High Point Wealth Management, LLC 0.40% No change 2,218 $483K
Parr McKnight Wealth Management Group, LLC 0.06% Reduce -0.3% 2,214 $482K
jvl associates llc 0.14% No change 2,213 $482K
W1M Asset Management Ltd 0.00% Add +37.4% 2,206 $481K
Armstrong Advisory Group, Inc. 0.03% Add +0.1% 2,205 $480K
Orion Capital Management LLC 0.15% Reduce -1.5% 2,201 $480K
Investment Management Trust, LLC 0.43% Add +0.5% 2,200 $479K
Note Advisors, LLC 0.21% Reduce -0.3% 2,199 $479K
Kingsman Wealth Management, Inc. 0.22% Add +0.5% 2,196 $479K
Turtle Creek Wealth Advisors, LLC 0.03% Reduce -14.5% 2,194 $478K
Global Trust Asset Management, LLC 0.15% Reduce -17.5% 2,187 $477K
Croban 0.21% No change 2,187 $477K
Sentinel Advisory Group, LLC 0.19% Reduce -2.5% 2,186 $476K
Chapin Davis, Inc. 0.08% Add +8.2% 2,183 $476K
Brookwood Investment Group LLC 0.05% Reduce -14.8% 2,169 $473K
Sachem Hill LLC 0.08% Reduce -3.8% 2,165 $472K
Sfmg, LLC 0.03% Add +10.3% 2,163 $471K
KCM Investment Advisors LLC 0.01% No change 2,139 $466K
Ferguson Shapiro LLC 0.14% New 2,135 $465K
Shum Financial Group, Inc. 0.28% New 2,135 $465K
Commerce Advisors, LLC 0.25% No change 2,134 $465K
Pictet North America Advisors SA 0.04% No change 2,133 $465K
Alterna Wealth Management, Inc. 0.27% New 2,123 $463K
Red Reef Advisors LLC 0.43% Reduce -0.8% 2,121 $462K
Foundry Financial LLC 0.15% Add +4.6% 2,103 $458K
LBMC Investment Advisors, LLC 0.03% New 2,101 $458K
Strategic Planning Group, LLC 0.05% Add +0.5% 2,099 $458K
Altfest L J & Co. Inc. 0.04% Add +0.2% 2,096 $457K
Meridian Financial Partners LLC 0.15% Reduce -8.1% 2,089 $454K
Lionshead Wealth Management, LLC 0.29% Reduce -0.6% 2,079 $453K
Juncture Wealth Strategies, LLC 0.12% Reduce -18.8% 2,079 $453K
Scott & Selber, Inc. 0.10% Add +0.3% 2,076 $452K
Comprehensive Money Management Services LLC 0.28% Reduce -1.4% 2,075 $452K
O'ROURKE & COMPANY, Inc 0.16% Add +0.2% 2,071 $451K
City Center Advisors, LLC 0.37% Add +9.3% 2,071 $451K
Christensen, King & Associates Investment Services, Inc. 0.18% No change 2,070 $451K
Atlanta Consulting Group Advisors, LLC 0.07% Reduce -1.1% 2,064 $450K
Elevation Wealth Management LLC 0.34% Reduce -1.5% 2,063 $450K
Applied Capital LLC 0.14% No change 2,062 $449K
TRB Wealth Management, LLC 0.06% No change 2,057 $448K
Ewa, LLC 0.08% Reduce -0.4% 2,053 $448K
DHJJ Financial Advisors, Ltd. 0.13% Add +36.9% 2,052 $447K
Lakeridge Wealth Management LLC 0.16% Add +47.0% 2,047 $446K
Cape Cod Five Cents Savings Bank 0.04% — 2,036 $444K
Thor Investment Management Inc. /Oh/ 0.25% No change 2,035 $443K
NorthCrest Asset Manangement, LLC 0.01% Add +0.8% 2,029 $443K
Pioneer Family Office, LLC 0.23% Reduce -9.3% 2,030 $442K
Motive Wealth Advisors 0.18% No change 2,030 $442K
Mason & Associates, LLC 0.09% Add +0.1% 2,030 $442K
Raffa Wealth Management, LLC 0.06% Reduce -87.9% 2,014 $439K
Atticus Wealth Management, LLC 0.10% No change 2,014 $439K
Fusion Family Wealth, LLC 0.03% No change 2,008 $438K
Hazlett, Burt & Watson, Inc. 0.12% Add +55.2% 2,001 $437K
Stablepoint Partners, LLC 0.06% Reduce -0.3% 2,005 $437K
Capital International Investors 0.00% Reduce -5.2% 1,996 $436K
SK Wealth Management, LLC 0.10% Add +0.2% 1,936 $436K
Ascent Advisors, LLC 0.50% Add +4.3% 2,002 $435K
Virtue Asset Management LLC 0.31% No change 1,995 $435K
BancFirst Trust & Investment Management 0.18% Reduce -19.3% 1,986 $434K
JBR Co Financial Management Inc 0.16% New 1,987 $433K
Arrowroot Family Office, LLC 0.12% Add +9.7% 1,979 $431K
S.A. Mason LLC 0.13% No change 1,978 $431K
Fairvoy Private Wealth, LLC 0.09% Add +28.8% 1,974 $430K
Innovative Wealth Building LLC 0.25% Add +17.9% 1,972 $430K
Sanchez Levi Garrett 0.23% No change 1,970 $429K
HT Partners LLC 0.12% No change 1,968 $429K
Wellington Grp LLC 0.11% Reduce -2.1% 1,964 $428K
Burney Co./ 0.01% Reduce -29.6% 1,963 $428K
Farrell Financial LLC 0.23% Add +3.5% 1,957 $426K
Orca Wealth Management, LLC 0.26% New 1,956 $426K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.5% 1,954 $426K
Meadowbrook Advisors Group, LLC 0.23% New 1,954 $426K
Emissary Wealth LLC 0.32% New 1,952 $425K
Trace Wealth Advisors, LLC 0.28% No change 1,950 $425K
Welch Group, LLC 0.01% Add +45.8% 1,948 $425K
Denver PWM, LLC 0.14% Add +0.5% 1,864 $424K
J.M. Arbour, LLC 0.37% Reduce -6.0% 1,944 $424K
Global Assets Advisory, LLC 0.09% New 1,936 $422K
DV Trading LLC 0.03% New 1,932 $421K
Essential Planning, LLC. 0.12% No change 1,931 $421K
DiNuzzo Private Wealth, Inc. 0.04% Reduce -22.7% 1,928 $420K
Sterling Investment Advisors, Ltd. 0.07% Add +0.2% 1,925 $420K
Sage Investment Counsel LLC 0.42% Add +2.7% 1,918 $418K
Capital Investment Services of America, Inc. 0.04% No change 1,912 $417K
Silvercrest Asset Management Group LLC 0.00% Add +18.6% 1,912 $417K
Boreal Capital Management LLC 0.36% No change 1,910 $416K
Howard Bailey Securities, LLC 0.16% Reduce -28.9% 1,909 $416K
Wealth Care LLC 0.34% No change 1,907 $416K
Main Street Group, LTD 0.10% Add +0.1% 1,907 $415K
Capital World Investors 0.00% Reduce -14.5% 1,890 $413K
Stonebridge Financial Group, LLC 0.06% — 1,894 $412K
Breachway Investments LLC 0.62% Reduce -6.2% 1,890 $412K
Astoria Portfolio Advisors LLC. 0.07% New 1,890 $412K
EnRich Financial Partners LLC 0.10% Reduce -0.2% 1,888 $411K
Snider Financial Group 0.10% Reduce -52.3% 1,875 $409K
Old Port Advisors 0.08% No change 1,868 $407K
Wrapmanager Inc. 0.13% Reduce -0.8% 1,868 $407K
Fidelis Wealth Advisors LLC 0.61% New 2,259 $407K
Secure Asset Management, LLC 0.06% Reduce -3.9% 1,865 $406K
Drake & Associates, LLC 0.07% Add +2.3% 1,865 $406K
Farmers & Merchants Investments Inc. 0.01% Reduce -47.6% 1,863 $406K
Motco 0.03% No change 1,862 $406K
KWB Wealth 0.03% Add +6.0% 1,861 $405K
Cedar Point Capital Partners, LLC 0.23% Reduce -0.2% 1,858 $405K
Wharton Business Group, LLC 0.01% No change 1,858 $405K
TCP Asset Management, LLC 0.05% Reduce -16.1% 1,853 $404K
Manhattan West Asset Management, LLC 0.07% New 1,848 $403K
Cooper Financial Group 0.03% Add +4.8% 1,848 $403K
Peddock Capital Advisors, LLC 0.08% Add +8.8% 1,845 $402K
Collaborative Wealth Managment Inc. 0.17% No change 1,843 $402K
First Citizens Bank & Trust Co. 0.01% Reduce -16.9% 1,842 $401K
CPR Investments Inc. 0.31% New 1,842 $401K
Cascade Investment Group, Inc. 0.22% No change 1,838 $401K
BetterWealth, LLC 0.07% No change 1,838 $401K
Naples Global Advisors, LLC 0.02% Add +0.3% 1,837 $400K
Towneley Capital Management, Inc / DE 0.08% No change 1,836 $400K
First Hawaiian Bank 0.05% No change 1,835 $400K
Rose Capital Advisors LLC 0.21% — 1,834 $400K
West Wealth Group, LLC 0.07% New 1,833 $400K
Rowlandmiller & Partners.adv 0.07% No change 1,833 $399K
Centurion Wealth Management LLC 0.10% Reduce -3.0% 1,831 $399K
Apriem Advisors 0.03% Add +22.6% 1,830 $399K
truNorth Financial Services, Inc. 0.36% No change 1,824 $398K
Aerodigm Wealth, LLC 0.13% No change 1,823 $397K
Aspen Investment Management Inc 0.11% No change 1,820 $397K
MKD Wealth Coaches, LLC 0.34% Reduce -14.8% 1,815 $396K
Robinson Smith Wealth Advisors LLC 0.24% Reduce -12.9% 1,812 $395K
One Wealth Capital Management, LLC 0.11% New 1,811 $395K
Ameriflex Group, Inc. 0.16% Add +143.7% 1,801 $392K
Rare Wolf Capital LLC 0.25% No change 1,800 $392K
McNamara Financial Services, Inc. 0.07% Reduce -3.9% 1,793 $391K
NFSG Corp 0.05% Add +7.7% 1,790 $390K
LMCG Investments, LLC 0.02% Add +9.9% 1,789 $390K
WealthTrust Axiom LLC 0.09% Add +32.9% 1,784 $389K
MBL Wealth, LLC 0.03% No change 1,781 $388K
Innova Wealth Partners 0.16% Add +0.3% 1,780 $388K
Define Financial, LLC 0.18% Reduce -0.9% 1,774 $387K
Cornerstone Planning, LLC 0.09% No change 1,774 $387K
Equita Financial Network, Inc. 0.11% Reduce -9.9% 1,773 $386K
ARS Investment Partners, LLC 0.02% Reduce -9.9% 1,772 $386K
Sendero Wealth Management, LLC 0.04% New 1,763 $384K
Arkos Global Advisors 0.05% Add +0.3% 1,760 $384K
Hanson & Doremus Investment Management 0.04% No change 1,760 $384K
New Perspectives, Inc 0.12% No change 1,761 $384K
Triumph Capital Management 0.07% Add +3.7% 1,759 $383K
HRC Wealth Management, LLC 0.16% Add +43.0% 1,758 $383K
Marion Wealth Management 0.08% Reduce -7.4% 1,757 $383K
Northcape Wealth Management, LLC 0.10% Reduce -9.3% 1,755 $382K
Community Financial Services Group, LLC 0.06% No change 1,757 $382K
Opal Wealth Advisors, LLC 0.08% Add +11.5% 1,749 $381K
Clifford Swan Investment Counsel LLC 0.01% New 1,749 $381K
Nemes Rush Group LLC 0.03% Add +0.3% 1,742 $380K
Beirne Wealth Consulting Services, LLC 0.08% No change 1,737 $379K
Huntington National Bank 0.00% Reduce -0.3% 1,734 $378K
Quartz Partners, LLC 0.12% Reduce -51.4% 1,731 $377K
MidFirst Bank 0.03% No change 1,729 $377K
Oak Asset Management, LLC 0.12% Add +17.8% 1,728 $377K
Guardian Wealth Management, Inc. 0.18% Add +0.2% 1,724 $376K
Colonial River Investments, LLC 0.11% Reduce -1.8% 1,716 $374K
Legacy Financial Strategies, LLC 0.06% Add +0.5% 1,715 $374K
Rhodes Investment Advisors Inc. 0.27% Reduce -6.8% 1,715 $374K
Tompkins Financial Corp. 0.03% Reduce -17.5% 1,713 $373K
Greenfield Savings Bank 0.14% Add +2.3% 1,707 $372K
Lantz Financial LLC 0.07% No change 1,706 $372K
ABLE Financial Group, LLC 0.06% No change 1,704 $371K
Fairview Capital Investment Management, LLC 0.02% Reduce -10.5% 1,703 $371K
Fragasso Financial Advisors Inc 0.02% Add +0.2% 1,701 $371K
IAG Wealth Partners, LLC 0.04% Reduce -1.4% 1,693 $369K
Atlatl Advisers LLC 0.09% Add +1.2% 1,691 $369K
Franklin Street Advisors Inc. 0.02% No change 1,691 $368K
Foster Dykema Cabot & Partners, LLC 0.02% No change 1,690 $368K
Eagle Harbor Asset Management Inc. 0.29% Reduce -1.5% 1,687 $368K
6th Street Advisors, LLC 0.21% Add +4.1% 1,687 $368K
Ellenbecker Investment Group 0.04% Add +0.4% 1,685 $367K
Apeiron RIA LLC 0.09% Reduce -78.5% 2,311 $367K
Seelaus Asset Management LLC 0.26% Reduce -1.2% 1,682 $367K
Tarbox Family Office, Inc. 0.05% No change 1,678 $366K
Prasad Wealth Partners, LLC 0.09% Add +0.4% 1,677 $365K
BAM Wealth Management, LLC 0.23% Add +7.0% 1,673 $365K
Sensible Money, LLC 0.10% New 1,671 $364K
Novus Advisors, LLC 0.75% Reduce -0.2% 1,661 $362K
Torrey-Payne Wealth Management, LLC 0.30% No change 1,658 $361K
MPS Loria Financial Planners, LLC 0.08% Add +4.8% 1,656 $361K
Parcion Private Wealth LLC 0.02% Reduce -24.2% 1,653 $360K
Waycross Investment Management Co 0.27% New 1,648 $359K
Baker Avenue Asset Management, LP 0.01% Add +5.1% 1,648 $359K
Guidance Capital, Inc. 0.08% Reduce -1.6% 1,641 $359K
Tactive Advisors, LLC 0.09% Reduce -13.5% 1,643 $358K
Wrenne Financial Planning LLC 0.12% No change 1,643 $358K
Third View Private Wealth, LLC 0.04% New 1,639 $357K
Vestia Personal Wealth Advisors 0.14% Add +0.1% 1,638 $357K
Fortress Financial Group, LLC 0.18% Reduce -13.4% 1,637 $357K
RVW Wealth, LLC 0.02% Reduce -8.9% 1,636 $357K
Anderson Hoagland & Co. 0.03% Reduce -1.4% 1,633 $356K
FSB Premier Wealth Management, Inc. 0.10% Reduce -4.3% 1,627 $355K
Telos Capital Management, Inc. 0.03% Reduce -2.1% 1,626 $354K
Gateway Investment Advisers LLC 0.00% New 1,625 $354K
Norris Perne & French LLP 0.02% Add +30.4% 1,624 $354K
Tanager Wealth Management LLP 0.03% Reduce -14.6% 1,622 $353K
Appleton Partners Inc. 0.02% Reduce -15.6% 1,620 $353K
S. R. Schill & Associates 0.21% Add +1.2% 1,619 $353K
Aviance Capital Partners, LLC 0.04% Add +10.6% 1,612 $351K
Occidental Asset Management, LLC 0.03% No change 1,612 $351K
Family Capital Management, Inc. 0.14% No change 1,611 $351K
Stock Yards Bank & Trust Co. 0.01% Reduce -21.9% 1,610 $351K
RHS Financial, LLC 0.14% Add +12.6% 1,607 $350K
PYA Waltman Capital, LLC 0.08% No change 1,605 $350K
Carmel Capital Partners, LLC 0.12% Add +33.8% 1,598 $348K
Columbia Bank 0.08% No change 1,595 $348K
Kelly Financial Services LLC 0.07% Reduce -9.1% 1,591 $347K
Wealth Advisors of Iowa, LLC 0.09% No change 1,590 $347K
True North Advisors, LLC 0.03% Add +0.1% 1,588 $346K
Verde Capital Management 0.06% Reduce -2.4% 1,584 $345K
Eagle Rock Investment Company, LLC 0.04% No change 1,583 $345K
Bank of New Hampshire 0.07% Reduce -2.2% 1,582 $345K
BDFS Capital LLC 0.15% No change 1,581 $345K
Strategic Financial Services, Inc. 0.02% No change 1,581 $345K
B & T Capital Management DBA Alpha Capital Management 0.05% New 1,580 $344K
Morton Capital Management LLC 0.05% No change 1,575 $343K
Navis Wealth Advisors, LLC 0.13% Add +16.0% 1,575 $343K
Pullen Investment Management, LLC 0.16% Reduce -0.6% 1,574 $343K
Atala Financial Inc 0.21% Reduce -1.2% 1,573 $343K
McDonald Partners LLC 0.08% No change 1,573 $343K
Manning & Napier Advisors LLC 0.00% Add +1850.0% 1,560 $341K
Cascade Investment Advisors, Inc. 0.19% Add +0.6% 1,561 $340K
Prudent Man Investment Management, Inc. 0.12% No change 1,780 $340K
Semus Wealth Partners LLC 0.16% Reduce -0.6% 1,560 $340K
Eldridge Investment Advisors, Inc. 0.07% No change 1,558 $340K
Winch Advisory Services, LLC 0.07% Add +12.9% 1,556 $339K
Westover Capital Advisors, LLC 0.06% Reduce -7.8% 1,552 $338K
Evolution Wealth Management Inc. 0.20% Add +9.0% 1,547 $337K
Unified Investment Management 0.31% No change 1,546 $337K
PTM Wealth Management, LLC 0.15% Add +0.5% 1,521 $336K
Sunpointe, LLC 0.10% No change 1,541 $336K
Straight Path Wealth Management 0.08% Add +0.1% 1,541 $336K
Bfsg, LLC 0.03% Add +21.3% 1,540 $336K
BankPlus Trust Department 0.08% No change 1,533 $334K
Capital Advantage, Inc. 0.04% Reduce -10.2% 1,532 $334K
Meridian Investment Counsel Inc. 0.07% No change 1,532 $334K
Ledyard National Bank 0.03% Add +2.5% 1,530 $333K
Compass Financial Group, Inc. 0.14% No change 1,529 $333K
FourThought Financial Partners, LLC 0.03% Reduce -0.1% 1,520 $331K
Financial Solutions Advisory Group, Inc. 0.04% No change 1,510 $330K
Resolute Wealth Strategies, LLC 0.13% Add +0.3% 1,506 $328K
Gimbal Financial 0.21% — 1,500 $327K
Hemenway Trust Co LLC 0.02% No change 1,500 $327K
Security National Bank 0.04% No change 1,497 $326K
Marathon Wealth Advisors LLC 0.11% Add +0.1% 1,497 $326K
SVB Wealth LLC 0.02% Reduce -20.9% 1,496 $326K
Haven Private, LLC 0.12% Reduce -6.3% 1,492 $325K
LCW Services, LLC 0.14% Reduce -4.4% 1,489 $324K
Beverly Hills Private Wealth, LLC 0.06% Reduce -16.8% 1,488 $324K
JB Capital LLC 0.01% New 1,488 $324K
IFG Advisors, LLC 0.04% Reduce -1.2% 1,487 $324K
Perissos Private Wealth Management, LLC 0.22% Add +1.4% 1,487 $324K
Portside Wealth Group, LLC 0.04% New 1,484 $323K
Stewardship Advisors, LLC 0.07% Add +8.0% 1,484 $323K
Solitude Financial Services 0.09% Add +41.2% 1,480 $323K
Stonebridge Capital Advisors LLC 0.02% No change 1,477 $322K
Fortune Financial Advisors, LLC 0.14% Add +0.1% 1,475 $321K
Coyle Financial Counsel LLC 0.06% New 1,474 $321K
OMNI 360 Wealth, Inc. 0.15% Reduce -2.0% 1,470 $320K
Ceera Investments, LLC 0.14% Reduce -3.6% 1,465 $319K
Vantus Wealth LLC 0.17% — 1,463 $319K
Sherman Wealth Management LLC 0.24% Add +0.1% 1,459 $318K
Lazard Asset Management LLC 0.00% Reduce -1.2% 1,459 $318K
Foronjy Financial LLC 0.12% Reduce -6.8% 1,459 $318K
Ignite Planners, LLC 0.04% Add +13.8% 1,457 $317K
Park National Corp. 0.01% Add +10.6% 1,451 $316K
Rubicon Advisors, GP 0.23% Reduce -8.6% 1,450 $316K
TCTC Holdings, LLC 0.01% Add +5.2% 1,449 $316K
Slagle Financial, LLC 0.09% Add +1.3% 1,449 $316K
Great Waters Wealth Management 0.03% Add +3.0% 1,448 $316K
Millstone Evans Group, LLC 0.17% Add +20.7% 1,447 $315K
RAM Investment Partners, LLC 0.05% Add +0.2% 1,445 $315K
Novare Capital Management LLC 0.02% No change 1,440 $314K
First Nebraska Trust Co 0.03% No change 1,434 $313K
Three Arch Wealth Management LLC 0.05% New 1,433 $312K
Laurel Wealth Advisors LLC 0.03% No change 1,431 $312K
ORBA Wealth Advisors, L.L.C. 0.27% New 1,430 $312K
Allianz SE 0.00% No change 1,430 $312K
Hamilton Wealth, LLC 0.06% No change 1,423 $310K
GK Wealth Management LLC 0.19% New 1,421 $310K
Daniel Investment Group, Inc. 0.18% — 1,419 $309K
Gen-Wealth Partners Inc 0.09% Add +1.2% 1,417 $309K
PSI Advisors, LLC 0.07% Reduce -20.1% 1,417 $309K
Pitcairn Wealth Advisors LLC 0.03% No change 1,413 $308K
Signature Resources Capital Management, LLC 0.12% Add +17.9% 1,411 $307K
Boyce & Associates Wealth Consulting, Inc. 0.21% Add +0.1% 1,410 $307K
Colton Groome Financial Advisors, LLC 0.07% No change 1,405 $306K
Clear Harbor Asset Management, LLC 0.02% Reduce -2.4% 1,401 $305K
Provident Wealth Management, LLC 0.08% Add +95.8% 1,398 $305K
Schulz Wealth, LTD. 0.16% — 1,398 $305K
L & S Advisors Inc 0.03% No change 1,395 $304K
Park State Asset Management 0.30% New 1,393 $304K
Formidable Asset Management, LLC 0.05% Add +4.9% 1,544 $303K
Private Wealth Management Group, LLC 0.07% No change 1,387 $302K
SimpliFi, Inc. 0.12% Reduce -8.5% 1,386 $302K
Manske Wealth Management 0.07% No change 1,386 $302K
Holderness Investments Co. 0.05% Add +5.6% 1,385 $302K
Vista Investment Management 0.09% Add +3.9% 1,383 $301K
Value Investment Professionals, LLC 0.25% New 1,381 $301K
Gaddis Premier Wealth Advisors LLC 0.18% New 1,381 $301K
Succession Financial, Inc. 0.29% — 1,378 $300K
Go Invest LLC 0.07% Add +3.8% 1,373 $299K
Heritage Oak Wealth Advisors LLC 0.09% Add +0.8% 1,373 $299K
Gilbert & Cook, Inc. 0.03% No change 1,372 $299K
Allegiance Financial Group Advisory Services LLC 0.05% New 1,371 $299K
Graves Light Lenhart Wealth, Inc. 0.03% New 1,369 $298K
Fca Corp. 0.07% New 1,368 $298K
Three Magnolias Financial Advisors, LLC 0.17% Add +3.6% 1,366 $298K
Basso Capital Management, L.P. 0.07% No change 1,366 $298K
Stonebridge Financial Group, LLC 0.02% Add +24.7% 1,365 $298K
Marco Investment Management LLC 0.02% No change 1,364 $297K
Excalibur Management Corp. 0.10% Add +0.7% 1,361 $297K
First Interstate Bank 0.02% Reduce -2.2% 1,354 $295K
Mascagni Wealth Management, Inc. 0.18% Add +10.8% 1,353 $295K
Seven Mile Advisory 0.20% No change 1,353 $295K
Cpwa, LLC 0.34% Reduce -3.9% 1,353 $295K
Leading Edge Financial Planning LLC 0.05% Reduce -15.6% 1,349 $294K
Core Wealth Management, Inc. 0.08% Add +7.3% 1,344 $293K
Carnegie Lake Advisors LLC 0.11% No change 1,343 $293K
Sage Capital Advisors,llc 0.06% Add +0.2% 1,343 $293K
JDM Financial Group LLC 0.10% No change 1,341 $292K
Cahaba Wealth Management, Inc. 0.02% Reduce -3.0% 1,341 $292K
Kure Advisory, LLC 0.14% No change 1,339 $292K
Burk Holdings LLC 0.11% Add +58.5% 1,339 $292K
Prevail Innovative Wealth Advisors, LLC 0.04% Reduce -10.7% 1,338 $292K
CVFG LLC 0.03% Add +4.0% 1,338 $292K
Ameritas Investment Partners, Inc. 0.01% Reduce -59.4% 1,337 $291K
Retirement Solution LLC 0.06% Add +5.9% 1,335 $291K
PW Advisors, LLC \ FL 0.19% Reduce -57.7% 1,329 $290K
Trivium Point Advisory, LLC 0.03% New 1,326 $289K
JSF Financial, LLC 0.05% Reduce -0.7% 1,323 $288K
Peterson Wealth Services 0.06% No change 1,321 $288K
St. Clair Advisors, LLC 0.07% No change 1,316 $287K
Chesapeake Wealth Management 0.08% New 1,312 $286K
Atlas Wealth LLC 0.05% No change 1,312 $286K
Henrickson Nauta Wealth Advisors, Inc. 0.07% No change 1,310 $285K
Jacobson & Schmitt Advisors, LLC 0.05% Add +16.0% 1,304 $284K
Grand Central Investment Group 0.24% No change 1,299 $283K
Philadelphia Trust Co. 0.02% No change 1,297 $283K
First National Bank of Hutchinson 0.16% New 1,297 $283K
Whittier Trust Co. 0.00% No change 1,288 $283K
Independence Wealth Advisors, LLC 0.14% Reduce -1.8% 1,295 $282K
Sonata Capital Group Inc. 0.09% No change 1,290 $281K
Smith Thornton Advisors LLC 0.12% No change 1,276 $280K
Forefront Wealth Partners, LLC 0.09% New 1,284 $280K
Red Lighthouse Investment Management, LLC 0.08% No change 1,284 $280K
Rebalance, LLC 0.01% Add +3.8% 1,284 $280K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -48.8% 1,288 $280K
JTC Employer Solutions Trustee Ltd 0.02% No change 1,280 $279K
Harfst & Associates, Inc. 0.04% No change 1,278 $279K
Resolute Advisors LLC 0.07% Add +0.5% 1,276 $278K
Curry Webb Wealth Management LLC 0.12% No change 1,275 $278K
PlanVest Financial, Inc 0.19% Add +1.8% 1,275 $278K
Kassira Wealth Management LLC 0.22% No change 1,270 $277K
TCV Trust & Wealth Management, Inc. 0.02% Add +14.0% 1,270 $277K
Capital Investment Counsel, Inc 0.03% No change 1,267 $276K
M.E. Allison & Co., Inc. 0.16% No change 1,266 $276K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% Add +1.0% 1,266 $276K
Redmond Asset Management, LLC 0.07% No change 1,262 $275K
Sterling Investment Management, LLC 0.15% No change 1,256 $274K
Sage Investment Advisers LLC 0.18% No change 1,255 $274K
MorganRosel Wealth Management, LLC 0.09% No change 1,252 $273K
Pettyjohn, Wood & White, Inc. 0.04% Add +0.3% 1,250 $273K
Duncker Streett & Co. Inc. 0.05% No change 1,250 $272K
Hardin Capital Partners, LLC 0.13% No change 1,242 $271K
D.B. Root & Company, LLC 0.06% Reduce -0.1% 1,242 $271K
Liberty Capital Management, Inc. 0.05% — 1,241 $270K
Wilkerson Advisory Group LLC 0.08% Add +7.1% 1,239 $270K
HHM Wealth Advisors, LLC 0.03% Add +0.8% 1,237 $270K
Nicholas Hoffman & Company, LLC. 0.01% No change 1,236 $269K
Barton Investment Management 0.04% No change 1,235 $269K
Carson Advisory Inc. 0.12% Add +1.7% 1,230 $268K
Riverbridge Partners LLC 0.01% No change 1,219 $266K
Old Peak Finance LLC 0.13% No change 1,216 $265K
Crux Wealth Advisors 0.09% Add +0.5% 1,214 $265K
JNBA Financial Advisors 0.02% Reduce -22.4% 1,213 $264K
Huntleigh Advisors, Inc. 0.04% Add +8.7% 1,213 $264K
Laurel Wealth Planning LLC 0.12% No change 1,210 $264K
Shoker Investment Counsel, Inc. 0.07% No change 1,208 $263K
Satovsky Asset Management LLC 0.04% Add +0.5% 1,206 $263K
Octavia Wealth Advisors, LLC 0.02% New 1,202 $262K
Austin Wealth Management, LLC 0.06% No change 1,202 $262K
Northside Capital Management, LLC 0.02% No change 1,200 $262K
Maltin Wealth Management, Inc. 0.09% Reduce -6.3% 1,199 $261K
South Plains Financial, Inc. 0.14% Reduce -12.3% 1,199 $261K
Versant Capital Management, Inc 0.02% Reduce -16.9% 1,198 $261K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Add +0.3% 1,196 $261K
Virtue Capital Management, LLC 0.03% No change 1,194 $260K
Granite FO LLC 0.14% No change 1,187 $259K
Penney Financial, LLC 0.09% No change 1,187 $259K
MontVue Capital Management, Inc. 0.15% No change 1,183 $258K
Clear Point Advisors Inc. 0.23% New 1,182 $258K
Clarity Wealth Advisors, LLC 0.05% Add +5.9% 1,181 $257K
Nicholas Wealth, LLC. 0.14% New 1,181 $257K
Crewe Advisors LLC 0.02% Reduce -0.1% 1,179 $257K
Great Lakes Retirement, Inc. 0.02% Add +7.0% 1,175 $256K
Truvestments Capital LLC 0.04% Add +177200.0% 1,773 $255K
Alaethes Wealth, LLC 0.07% No change 1,171 $255K
Patrick M Sweeney & Associates, Inc. 0.15% Add +0.1% 1,169 $255K
Mainstay Capital Management LLC 0.02% New 1,166 $254K
WJ Financial Advisors LLC 0.19% Add +0.3% 1,160 $253K
Foresight Capital Management Advisors, Inc. 0.12% No change 1,160 $253K
Valley Financial Group, Inc. 0.12% Add +2.3% 1,159 $253K
Beacon Capital Management, LLC 0.04% Reduce -60.4% 1,159 $253K
Steigerwald, Gordon & Koch Inc. 0.03% No change 1,158 $252K
Peak Asset Management, LLC 0.04% New 1,155 $252K
QTR Family Wealth, LLC 0.09% Add +0.1% 1,152 $251K
ShankerValleau Wealth Advisors, Inc. 0.07% No change 1,151 $251K
West Paces Advisors Inc. 0.04% No change 1,149 $250K
Cynosure Group, LLC 0.04% New 1,147 $250K
Brooks, Moore & Associates, Inc. 0.11% New 1,146 $250K
Pinnacle Wealth Management Group, Inc. 0.12% No change 1,145 $250K
RB Capital Management, LLC 0.05% New 1,144 $249K
Blankinship & Foster, LLC 0.05% No change 1,141 $249K
Veracity Capital LLC 0.07% Reduce -2.1% 1,140 $249K
Carlson Financial, Inc. 0.13% Reduce -1.7% 1,139 $248K
J. M. Brown & Associates Inc. 0.14% — 1,138 $248K
Shelton Capital Management 0.00% Add +3.8% 1,138 $248K
OneAscent Wealth Management LLC 0.07% Reduce -4.2% 1,132 $247K
Chicago Capital, LLC 0.01% No change 1,130 $246K
Forum Private Client Group LLC 0.07% No change 1,129 $246K
Resonant Capital Advisors, LLC 0.01% No change 1,128 $246K
Pandowealth. LLC 0.20% Add +0.4% 1,127 $246K
Aviso Wealth Management 0.08% No change 1,127 $246K
Orgel Wealth Management, LLC 0.00% Add +6.9% 1,125 $245K
Levin Capital Strategies, L.P. 0.02% No change 1,125 $245K
Horst & Graben Wealth Management LLC 0.03% No change 1,127 $245K
Optimus Capital Advisors, LLC 0.13% New 1,124 $245K
Byrne Financial Freedom, LLC 0.10% New 1,123 $245K
Koss-Olinger Consulting, LLC 0.02% Reduce -95.3% 1,118 $244K
Arcadia Wealth Management, Inc. 0.12% Add +0.8% 1,117 $243K
Valued Retirements, Inc. 0.22% No change 1,116 $243K
SWAN Capital LLC 0.08% New 1,115 $243K
Golden Bell Financial Planning LLC 0.18% Add +0.5% 1,115 $243K
Elevation Advisory Partners LLC 0.25% Reduce -17.8% 1,120 $243K
Traction Financial Partners, LLC 0.13% Reduce -28.1% 1,114 $243K
Stonebrook Private Inc. 0.04% No change 1,113 $243K
SMI Advisory Services, LLC 0.04% No change 1,105 $242K
Hyposwiss Advisors SA 0.23% No change 1,110 $242K
Delta Financial Advisors LLC 0.06% No change 1,110 $242K
KRM Wealth Management L.L.C. 0.11% No change 1,107 $241K
Tumwater Wealth Management, LLC 0.09% No change 1,107 $241K
Beckerman Institutional, LLC 0.11% No change 1,106 $241K
Poinciana Advisors Group, LLC 0.18% No change 1,105 $241K
Paulson Wealth Management Inc. 0.05% Reduce -6.8% 1,105 $241K
Axim Planning & Wealth 0.34% New 1,105 $241K
Wells Financial Advisors INC 2.23% Reduce -77.9% 1,103 $240K
Community Bank, N.A. 0.03% No change 1,103 $240K
Gilpin Wealth Management, LLC 0.17% Add +57.6% 1,102 $240K
Wealthquest Corp 0.02% Add +0.1% 1,102 $240K
Gallagher Capital Advisors, LLC 0.14% Add +0.5% 1,101 $240K
Williams & Novak, LLC 0.16% No change 1,100 $240K
Mfa Wealth Advisors, LLC 0.04% No change 1,100 $240K
Tribridge Partners Financial LLC 0.09% Reduce -0.6% 1,080 $239K
CAP Partners, LLC 0.12% No change 1,098 $239K
Total Investment Management Inc. 0.03% Reduce -5.9% 1,085 $239K
Barnes Dennig Private Wealth Management LLC 0.19% Add +37.5% 1,093 $238K
Sicart Associates LLC 0.06% No change 1,093 $238K
GDS Wealth Management 0.01% New 1,092 $238K
TCFG Investment Advisors, LLC 0.08% No change 1,091 $238K
Cedarwood Wealth LLC 0.18% Add +0.5% 1,089 $237K
MADDEN SECURITIES Corp 0.07% Reduce -0.4% 1,085 $236K
Forefront Analytics, LLC 0.26% Reduce -17.7% 1,084 $236K
Longview Financial Advisors LLC 0.12% No change 1,082 $236K
YHB Investment Advisors, Inc. 0.01% Reduce -8.5% 1,077 $235K
Empirical Asset Management, LLC 0.05% Reduce -84.9% 1,070 $233K
Cadia Private Client LLC 0.17% No change 1,066 $232K
First Bank & Trust 0.03% No change 1,064 $232K
Hobart Private Capital, LLC 0.04% New 1,063 $232K
FreeGulliver LLC 0.08% No change 1,062 $231K
Intrust Bank NA 0.02% No change 1,060 $231K
Western Pacific Wealth Management, LP 0.21% No change 1,058 $231K
MFA Wealth Services 0.14% Add +0.5% 1,057 $230K
Phoenix Wealth Advisors 0.08% No change 1,050 $229K
First Foundation Advisors 0.01% New 1,049 $229K
MBA Advisors LLC 0.08% No change 1,048 $228K
Flynn Zito Capital Management, LLC 0.06% No change 1,047 $228K
Hayek Kallen Investment Management 0.07% No change 1,044 $228K
Capital City Trust Co. 0.05% No change 1,046 $228K
SageGuard Financial Group, LLC 0.03% New 1,045 $228K
Claris Advisors, LLC / Mo / 0.06% Add +0.2% 1,045 $228K
Stillwater Capital Advisors, LLC 0.02% Add +1.9% 1,045 $228K
Praetorian Wealth Management, Inc. 0.04% No change 1,045 $228K
B.O.S.S. Retirement Advisors, LLC 0.06% Add +0.1% 1,045 $228K
Channel Wealth LLC 0.05% Reduce -11.5% 1,041 $227K
Elevation Wealth Partners, LLC 0.07% No change 1,040 $227K
Biltmore Family Office, LLC 0.03% No change 1,040 $227K
Petredis Investment Advisors LLC 0.02% New 1,040 $227K
Napier Financial, LLC 0.05% Add +0.3% 1,037 $226K
Great Point Wealth Advisors, LLC 0.04% New 1,037 $226K
MBE Wealth Management, LLC 0.08% New 1,036 $226K
Spinnaker Investment Group, LLC 0.04% New 1,033 $225K
First Command Advisory Services, Inc. 0.00% Reduce -1.9% 1,033 $225K
Destiny Wealth Partners, LLC 0.03% Reduce -87.1% 1,021 $225K
Higgins & Schmidt Wealth Strategies LLC 0.09% No change 1,030 $225K
JGP Wealth Management, LLC 0.02% New 1,029 $224K
Ballast Advisors LLC 0.05% No change 1,028 $224K
Inscription Capital, LLC 0.02% Add +0.4% 1,026 $224K
Briaud Financial Planning Inc 0.06% No change 1,026 $224K
Valor Advisors LLC 0.16% No change 1,023 $223K
Waterloo Capital, L.P. 0.01% New 1,023 $223K
Ceeto Capital Group, LLC 0.06% No change 1,019 $222K
Moss Adams Wealth Advisors LLC 0.01% New 1,018 $222K
Wellment Financial 0.25% New 1,016 $221K
Palatine Hill Wealth Management, LLC 0.18% New 1,014 $221K
Sherman Asset Management, Inc. 0.17% Add +8.3% 1,013 $221K
Bullock Wealth Management Group 0.10% Reduce -11.1% 1,014 $221K
Orographic Financial Advisors, LLC 0.15% New 975 $220K
Activest Wealth Management 0.04% Add +682.2% 1,009 $220K
SevenBridge Financial Group, LLC 0.03% New 979 $220K
Wealthgarden F.S. LLC 0.12% New 1,003 $219K
East Coast Asset Management, LLC. 0.06% New 1,002 $218K
Gryphon Financial Partners LLC 0.02% New 1,002 $218K
Vickerman Investment Advisors, Inc. 0.04% New 1,001 $218K
Peak Wealth Management LLC 0.15% Reduce -3.4% 998 $217K
Clearstead Trust, LLC 0.03% Reduce -6.1% 995 $217K
Rossmore Private Capital 0.02% No change 994 $217K
Tortuga Wealth Management, Inc 0.16% New 991 $216K
Sunesis Advisors, LLC 0.09% New 989 $216K
Fort Washington Investment Advisors Inc. 0.00% New 986 $215K
Radnor Capital Management, LLC 0.03% New 984 $214K
Schnieders Capital Management, Llc. 0.03% New 982 $214K
Berkeley, Inc 0.07% New 980 $213K
Financial Futures Ltd Liability Co. 0.08% Reduce -23.3% 977 $213K
Visionary Horizons, LLC 0.09% New 976 $213K
Navalign, LLC 0.05% New 976 $213K
1834 Investment Advisors Co. 0.02% New 976 $213K
Kinetic Wealth Investment Advisors LLC 0.10% — 976 $213K
Concorde Asset Management, LLC 0.12% New 974 $212K
Powell Investment Advisors, LLC 0.07% No change 973 $212K
Arkansas Financial Group, Inc. 0.03% New 969 $211K
Bradley & Co. Private Wealth Management, LLC 0.10% No change 969 $211K
Sentinel Trust Co. Lba 0.02% Reduce -9.4% 970 $211K
Wilkins Miller Wealth Management, LLC 0.12% New 966 $211K
Capital Planning LLC 0.06% New 966 $211K
Aurora Private Wealth, Inc. 0.13% Reduce -35.4% 961 $209K
Wealth Management Nebraska 0.02% New 956 $208K
GGM Financial LLC 0.08% New 953 $208K
Rodgers Brothers Inc. 0.02% New 951 $207K
MTM Financial Group, LLC 0.09% New 950 $207K
HM Payson & Co. 0.00% No change 949 $207K
Oxler Private Wealth LLC 0.06% New 947 $206K
St. Louis Trust Co 0.02% Reduce -2.1% 44,121 $206K
CLG LLC 0.05% New 944 $206K
WestHill Financial Advisors, Inc. 0.04% New 942 $205K
Optima Capital LLC 0.08% Reduce -20.9% 941 $205K
Crown Wealth Group, LLC 0.05% Reduce -16.6% 941 $205K
Denver Wealth Management, Inc. 0.06% New 939 $205K
PW Nova Financial Services LLC 0.04% New 937 $204K
Steinberganna Wealth Management 0.08% New 936 $204K
Stenger Family Office, LLC 0.03% Reduce -14.7% 934 $204K
Quantum Financial Partners LLC 0.10% — 933 $203K
Hancock Whitney Corp. 0.00% New 933 $203K
Eq LLC 0.05% New 929 $202K
Evergreen Advisors, LLC 0.04% Add +353.2% 929 $202K
Five Oceans Advisors 0.07% New 928 $202K
Melfa Wealth Management, Inc. 0.11% New 927 $202K
Petersen Hastings Wealth Advisors Inc. 0.02% New 926 $202K
SmartHarvest Portfolios, LLC 0.07% New 923 $201K
Measured Wealth Private Client Group, LLC 0.05% No change 923 $201K
Halbert Hargrove Global Advisors, LLC 0.01% No change 922 $201K
Invariant Investment Management 0.12% New 915 $201K
MeadowBrook Investment Advisors LLC 0.16% No change 921 $201K
Tiller Private Wealth, Inc. 0.06% Reduce -17.7% 919 $200K
Oxford Wealth Group, LLC 0.09% New 918 $200K
JPL Wealth Management, LLC 0.04% Add +18.3% 894 $195K
Chung Wu Investment Group, LLC 0.13% New 890 $194K
Valued Wealth Advisors LLC 0.07% Add +12.5% 883 $192K
Pacifica Partners Inc. 0.06% Reduce -8.7% 844 $185K
Pinney & Scofield, Inc. 0.09% Reduce -12.4% 841 $183K
Financial Network Wealth Advisors LLC 0.18% No change 828 $181K
Commonwealth Retirement Investments LLC 0.05% New 810 $177K
City Holding Co. 0.02% No change 806 $176K
Banque Transatlantique SA 0.00% New 800 $174K
Coston, McIsaac & Partners 0.03% Add +0.1% 794 $173K
Wolff Wiese Magana LLC 0.08% Add +3.0% 788 $172K
Cornerstone Financial Management LLC 0.14% No change 785 $171K
United Community Bank 0.05% Add +91.5% 785 $171K
Arlington Trust Co LLC 0.01% Add +39.6% 768 $167K
Prudential PLC 0.00% Reduce -77.9% 750 $163K
Kingdom Financial Group LLC. 0.04% Reduce -65.1% 744 $162K
Osbon Capital Management LLC 0.13% Reduce -70.0% 734 $160K
Kings Path Partners LLC 0.04% Add +13.8% 719 $157K
Capitol Family Office, Inc. 0.16% No change 715 $156K
Corsicana & Co. 0.07% No change 708 $154K
Edmond DE Rothschild Holding S.A. 0.00% Add +868.5% 707 $154K
Walsh & Associates, LLC 0.13% No change 702 $153K
Morris Financial Concepts, Inc. 0.05% No change 698 $152K
Purpose Unlimited Inc. 0.01% No change 695 $151K
Vision Retirement, LLC 0.04% Add +0.3% 690 $150K
EPG Wealth Management LLC 0.04% Reduce -11.0% 688 $150K
Prosperity Bancshares Inc 0.10% Reduce -3.0% 687 $150K
Investment Counsel Co. of Nevada 0.28% New 685 $149K
Park Place Capital Corp 0.02% Add +0.4% 684 $149K
Legacy Bridge, LLC 0.05% Add +1.4% 671 $146K
Arcadia Investment Advisors LLC 0.06% No change 658 $143K
Creative Capital Management Investments LLC 0.03% No change 652 $142K
Hilton Head Capital Partners, LLC 0.07% Add +0.3% 649 $142K
Bernard Wealth Management Corp. 0.05% No change 642 $140K
Lynch Asset Management, Inc. 0.04% No change 639 $139K
Entrust Financial LLC 0.09% Add +0.5% 638 $139K
LGT Financial Advisors LLC 0.74% Add +0.5% 638 $139K
Ulland Investment Advisors, LLC 0.10% No change 626 $136K
Adirondack Trust Co. 0.04% Reduce -1.6% 624 $136K
Sachetta, LLC 0.07% No change 623 $136K
Quent Capital, LLC 0.01% Reduce -52.0% 623 $136K
Hara Capital LLC 0.07% Reduce -42.3% 615 $134K
Thompson Investment Management, Inc. 0.02% Reduce -1.0% 611 $133K
Fairway Wealth LLC 0.03% Add +11.9% 610 $133K
Atlantic Edge Private Wealth Management, LLC 0.03% No change 607 $132K
Accent Capital Management, LLC 0.06% No change 600 $131K
Basepoint Wealth LLC 0.07% Add +26.2% 583 $127K
Pin Oak Investment Advisors Inc. 0.09% No change 585 $127K
Evensky & Katz LLC 0.01% Add +2.7% 566 $123K
Marquette Asset Management, LLC 0.01% No change 534 $116K
Hoese & Co LLP 0.08% New 534 $116K
Integrity Financial Corp 0.06% Add +1.5% 530 $115K
Physician Wealth Advisors, Inc. 0.01% Reduce -0.2% 517 $113K
Canton Hathaway, LLC 0.02% No change 515 $112K
Hughes Financial Services, LLC 0.01% No change 506 $110K
Hoey Investments, Inc. 0.01% No change 498 $109K
Paladin Advisory Group, LLC 0.07% Reduce -5.7% 493 $107K
Davis Capital Management 0.06% No change 482 $105K
Sellwood Investment Partners LLC 0.04% Reduce -22.2% 479 $104K
Richards, Merrill & Peterson, Inc. 0.03% Reduce -5.0% 474 $103K
Silicon Valley Capital Partners 0.01% Add +0.4% 459 $100K
Redwood Park Advisors LLC 0.07% Reduce -13.1% 456 $99K
Sittner & Nelson, LLC 0.03% No change 443 $97K
Kimelman & Baird, LLC 0.01% No change 441 $96K
Piscataqua Savings Bank 0.06% Add +173.1% 437 $95K
Horizon Investments, LLC 0.00% Reduce -99.1% 436 $95K
Toth Financial Advisory Corp. 0.01% Reduce -50.1% 435 $95K
1015 Capital Partners, LLC 0.08% Reduce -5.3% 411 $90K
Aberdeen Wealth Management LLC 0.04% Reduce -42.9% 400 $87K
Founders Capital Management 0.04% No change 400 $87K
one8zero8, LLC 0.02% Reduce -20.6% 400 $87K
Pflug Koory, LLC 0.03% Add +57.5% 397 $86K
Beacon Investment Advisory Services, Inc. 0.00% Add +0.3% 375 $82K
3Chopt Investment Partners, LLC 0.02% No change 369 $80K
Wallace Hart LLC 0.05% No change 365 $80K
Toews Corp. 0.01% New 365 $79K
Birchwood Financial Partners, Inc. 0.06% Add +0.6% 363 $79K
Southern Michigan Bank & Trust 0.03% No change 361 $79K
Providence Capital Advisors, LLC 0.01% No change 357 $78K
Cornerstone Planning Group LLC 0.01% Reduce -6.0% 348 $76K
Pacific Center for Financial Services 0.02% No change 343 $75K
Noble Wealth Management PBC 0.03% Reduce -34.1% 329 $72K
Clean Yield Group 0.02% No change 329 $72K
Kozak & Associates, Inc. 0.01% Add +0.3% 329 $71K
WealthCollab, LLC 0.03% Add +19.8% 327 $71K
Morton Brown Family Wealth, LLC 0.02% Reduce -16.0% 315 $69K
DecisionPoint Financial, LLC 0.01% No change 313 $68K
Harborfront Financial Group LLC 0.26% — 312 $68K
Strengthening Families & Communities, LLC 0.01% Add +0.7% 307 $67K
Ramirez Asset Management, Inc. 0.01% No change 300 $65K
Retirement Wealth Solutions LLC 0.04% Add +0.3% 299 $65K
Elevate Wealth Advisory, Inc. 0.04% No change 294 $64K
Ares Financial Consulting, LLC 0.05% No change 293 $64K
Concord Wealth Partners 0.01% New 292 $64K
Bear Mountain Capital, Inc. 0.02% No change 283 $62K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% No change 274 $60K
Financial Consulate, Inc. 0.01% No change 274 $60K
American Capital Advisory, LLC 0.02% No change 271 $59K
SYM FINANCIAL Corp 0.00% Add +13.6% 259 $56K
Bellevue Asset Management, LLC 0.03% No change 258 $56K
GW&K Investment Management, LLC 0.00% No change 259 $56K
Tradewinds Capital Management, LLC 0.01% No change 254 $55K
Godfrey Financial Associates, Inc. 0.04% Add +33.7% 254 $55K
Vima LLC 0.05% — 253 $55K
Mark Sheptoff Financial Planning, LLC 0.03% No change 251 $55K
Hollencrest Capital Management 0.00% Reduce -18.4% 244 $53K
True Wealth Design, LLC 0.01% Reduce -60.1% 243 $53K
Delos Wealth Advisors, LLC 0.03% Add +4660.0% 238 $52K
Avion Wealth 0.01% No change 235 $51K
Country Trust Bank 0.00% New 234 $51K
MPWM Advisory Solutions, LLC 0.02% No change 227 $49K
Byrne Asset Management LLC 0.03% No change 225 $49K
Barclays PLC 0.00% Reduce -40.6% 219 $48K
Y.D. More Investments Ltd 0.00% Add +30.1% 216 $47K
Monetary Solutions, Ltd 0.04% No change 211 $46K
Oakmont Advisory Group, LLC 0.04% New 210 $46K
Atwood & Palmer Inc. 0.00% No change 208 $45K
Aspect Partners, LLC 0.02% No change 207 $45K
Frazier Financial Advisors, LLC 0.02% New 205 $45K
Sawyer & Company, Inc 0.01% No change 204 $44K
EMC Capital Management 0.02% — 200 $44K
Peachtree Investment Partners, LLC 0.01% Add +0.5% 195 $42K
Midway Capital Research & Management 0.03% No change 187 $41K
Citizens National Bank Trust Department 0.01% No change 187 $41K
Comprehensive Financial Planning, Inc. 0.02% Add +1.1% 187 $41K
Allied Private Wealth LLC 0.03% — 186 $41K
Timbuktu Capital Management, LLC 0.06% — 185 $40K
Luken Investment Analytics, LLC 0.01% No change 183 $40K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 175 $38K
Cardinal Strategic Wealth Guidance 0.01% No change 173 $38K
Proathlete Wealth Management LLC 0.01% No change 171 $37K
Pittenger & Anderson Inc. 0.00% Add +7.7% 168 $37K
Cordant, Inc. 0.01% Reduce -38.5% 161 $35K
Chesapeake Asset Management LLC 0.03% No change 158 $34K
Your Advocates Ltd., LLP 0.01% No change 155 $34K
Independence Bank of Kentucky 0.00% No change 152 $33K
Arvest Investments, Inc. 0.00% Add +7.6% 142 $31K
CNB Bank 0.01% Reduce -7.3% 140 $31K
Provenance Wealth Advisors, LLC 0.00% No change 137 $30K
Towne Trust Company, N.A 0.01% No change 135 $29K
McGuire Capital Advisors Inc. 0.02% Add +87.3% 133 $29K
Westend Capital Management, LLC 0.01% New 130 $28K
Dorato Capital Management 0.02% No change 127 $28K
Networth Advisors, LLC 0.02% Add +0.8% 125 $27K
Knuff & Co LLC 0.01% New 123 $27K
Godsey & Gibb, Inc. 0.00% Reduce -22.9% 118 $26K
Front Row Advisors LLC 0.01% New 114 $26K
Rosenberg Matthew Hamilton 0.00% No change 117 $25K
Albion Financial Group 0.00% Reduce -15.8% 117 $25K
BankChampaign, National Association 0.02% No change 114 $25K
Aventura Private Wealth, LLC 0.01% Reduce -7.4% 113 $25K
Lowe Brockenbrough & Co. Inc. 0.00% No change 112 $24K
Mascoma Wealth Management LLC 0.00% Add +0.9% 110 $24K
Riverview Trust Co 0.03% No change 105 $23K
Broadwater Capital Management LLC 0.02% No change 100 $22K
Viewpoint Capital Management LLC 0.01% No change 100 $22K
Field & Main Bank 0.00% No change 98 $21K
Eukles Asset Management 0.01% No change 96 $21K
Regatta Research & Money Management 0.02% — 95 $21K
Spectrum Wealth Advisory Group, LLC 0.01% New 92 $20K
1 North Wealth Services LLC 0.01% No change 91 $20K
GoalVest Advisory LLC 0.00% No change 91 $20K
Woodard & Co. Asset Management Group Inc. 0.00% No change 87 $19K
ROSS\JOHNSON & Associates LLC 0.29% No change 86 $19K
Frankly Finances, LLC 0.01% New 84 $18K
Bayban 0.01% No change 84 $18K
Alerus Financial NA 0.00% No change 82 $18K
Vision Financial Markets LLC 0.02% No change 81 $18K
Transce3nd, LLC 0.15% Reduce -3.7% 79 $17K
PFC Capital Group, Inc. 0.01% No change 80 $17K
Reyes Financial Architecture, Inc. 0.01% No change 78 $17K
Investment Research & Advisory Group, Inc. 0.01% New 78 $17K
Pursuit Wealth Strategies, LLC 0.02% New 68 $15K
PFS Partners, LLC 0.01% No change 61 $13K
Tower View Wealth Management LLC 0.01% No change 59 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 56 $12K
Bollard Group LLC 0.00% Add +1.8% 56 $12K
ESL Trust Services, LLC 0.00% New 54 $12K
Burkett Financial Services, LLC 0.00% Add +20.9% 52 $11K
Rakuten Securities, Inc. 0.00% Add +1633.3% 52 $11K
Aviso Financial Inc. 0.00% No change 52 $11K
Rice Partnership, LLC 0.00% Reduce -75.2% 51 $11K
Solstein Capital, LLC 0.00% Reduce -95.2% 50 $11K
Tounjian Advisory Partners, LLC 0.00% New 50 $11K
Van Den Berg Management I, Inc. 0.00% Reduce -13.0% 47 $10K
YANKCOM Partnership 0.00% No change 43 $9K
Navigoe, LLC 0.00% No change 45 $9K
HFM Investment Advisors, LLC 0.00% No change 40 $9K
Central Pacific Bank - Trust Division 0.00% No change 38 $8K
Rexford Capital Inc. 0.00% Reduce -76.8% 36 $8K
Clark Wealth Partners 0.00% No change 34 $7K
SRH Advisors, LLC 0.00% No change 34 $7K
Greykasell Wealth Strategies, Inc. 0.00% No change 34 $7K
Horizon Financial Services, LLC 0.00% Add +0.0% 32 $7K
Addison Advisors LLC 0.00% Reduce -93.8% 30 $7K
Spurstone Advisory Services, LLC 0.08% Add +154.6% 28 $6K
Sunrise Financial Services, LLC 0.00% No change 23 $5K
Fortis Group Advisors, LLC 0.00% No change 22 $5K
Hickory Point Bank & Trust 0.00% No change 20 $4K
Burnham & Co LLC 0.00% — 18 $4K
Arjuna Capital 0.00% New 17 $4K
LM Advisors LLC 0.02% Add +402.1% 16,586 $4K
Blume Capital Management, Inc. 0.00% Add +100.0% 16 $3K
MJT & Associates Financial Advisory Group, Inc. 0.00% No change 15 $3K
Anchor Bay Capital, Inc. 0.00% — 12 $3K
Mountain Hill Investment Partners Corp. 0.00% No change 11 $2K
Quaker Wealth Management, LLC 0.00% No change 11 $2K
Carolina Wealth Advisors, LLC 0.00% No change 10 $2K
Colonial Trust Advisors 0.00% New 9 $2K
Cheviot Value Management, LLC 0.00% No change 3 $654
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 3 $654
Delta Asset Management LLC 0.00% No change 2 $436
Smallwood Wealth Investment Management, LLC 0.00% New 2 $435
RHL Group, LLC 0.00% No change 1 $218

"% 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.