Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q1 2024 (March 31)
2,095holders
6famous investors
$342.39avg. 13F price*

At the end of Q1 2024, 2,095 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings. The largest holders were Bank of America Corp. ($14.5B), Jones Financial Companies LLLP ($6.4B) and Morgan Stanley ($4.6B). 6 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard Mrngstar GR ETF-Sui
CUSIP
922908736
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions133$202.0M
Exits83$103.3M

Ownership 2,095 holders

Bank of America Corp. 1.43% Add +4.4% 42,120,846 $14.5B
Jones Financial Companies LLLP 8.67% Reduce -3.9% 18,484,909 $6.4B
Morgan Stanley 0.37% Add +2.9% 13,250,212 $4.6B
Financial Engines Advisors L.L.C. 6.94% Reduce -8.5% 8,945,905 $3.1B
Envestnet Asset Management Inc. 1.08% Reduce -4.6% 8,416,874 $2.9B
UBS Group AG 0.62% Reduce -0.4% 5,499,994 $1.9B
LPL Financial LLC 0.88% Add +2.5% 4,728,522 $1.6B
Tiaa Trust, National Association 3.73% Add +3.6% 3,539,310 $1.2B
Ameriprise Financial Inc. 0.33% Add +3.5% 3,455,217 $1.2B
Wells Fargo & Company 0.30% Add +2.0% 3,311,008 $1.1B
FMR LLC 0.07% Reduce -1.7% 2,920,520 $1.0B
EP Wealth Advisors, LLC 11.71% Add +0.6% 2,911,394 $1.0B
Mill Creek Capital Advisors, LLC 24.76% Add +6.8% 2,650,458 $912.3M
Rwa Wealth Partners, LLC 12.08% Reduce -4.6% 2,607,233 $897.4M
PNC Financial Services Group, Inc. 0.57% Reduce -0.7% 2,401,594 $826.6M
Bank of New York Mellon Corp 0.13% Add +10.5% 2,028,494 $698.2M
Royal Bank of Canada 0.16% Reduce -1.0% 1,904,074 $655.4M
Commonwealth Equity Services, LLC 1.02% Add +0.6% 1,778,149 $612.0M
D.A. Davidson & Co. 5.48% Reduce -8.5% 1,762,572 $606.7M
Balentine LLC 17.90% Add +42.8% 1,742,566 $599.8M
Sei Investments Co. 0.80% Reduce -1.5% 1,586,558 $546.1M
Northwestern Mutual Wealth Management Co. 0.56% Add +1.4% 1,584,715 $545.5M
JPMorgan Chase & Co. 0.05% Add +6.2% 1,581,215 $544.3M
Goldman Sachs Group Inc. 0.11% Reduce -36.3% 1,521,326 $523.6M
Mariner, LLC 1.06% Add +6.9% 1,483,528 $510.6M
Raymond James Financial Services Advisors, Inc. 0.68% Reduce -0.2% 1,335,391 $459.6M
HighTower Advisors, LLC 0.70% Reduce -0.2% 1,251,188 $430.7M
Performance Wealth Partners, LLC 17.82% Add +5.0% 1,233,834 $424.7M
Cetera Investment Advisers 0.84% Add +114.2% 1,036,238 $356.7M
Mission Wealth Management, LP 9.50% Add +5.6% 1,029,566 $354.4M
Choreo, LLC 8.66% Add +2.7% 980,046 $337.3M
Truist Financial Corp. 0.51% Reduce -14.1% 973,135 $335.0M
Modera Wealth Management, LLC 5.06% Add +4.6% 964,994 $332.2M
Raymond James & Associates 0.22% Reduce -1.9% 935,700 $322.1M
Osaic Holdings, Inc. 0.68% Reduce -23.7% 888,352 $305.9M
Captrust Financial Advisors 1.10% Reduce -4.5% 872,025 $300.2M
MML Investors Services, LLC 1.06% Add +2.0% 747,649 $257.3M
Northeast Financial Consultants Inc 12.49% Add +5.3% 739,002 $254.4M
Moneta Group Investment Advisors LLC 4.07% Add +26.3% 725,186 $249.6M
Signature Estate & Investment Advisors LLC 6.95% Add +9.1% 714,064 $245.8M
Stifel Financial Corp. 0.27% Reduce -0.2% 693,340 $238.7M
Charles Schwab Investment Management Inc. 0.05% Reduce -4.3% 681,282 $234.5M
CBIZ Investment Advisory Services, LLC 15.94% Add +0.4% 666,411 $229.4M
Equitable Holdings, Inc. 2.56% Reduce -0.5% 659,853 $227.1M
Corient Private Wealth LP 0.39% Reduce -1.0% 637,288 $219.4M
Merit Financial Group, LLC 5.20% Reduce -7.0% 643,518 $218.1M
Waverly Advisors, LLC 4.79% Add +1.8% 591,070 $203.4M
United Capital Financial Advisors, LLC 1.59% Reduce -6.9% 558,634 $192.3M
Cullen/Frost Bankers, Inc. 2.82% Add +0.8% 553,012 $190.3M
Assetmark, Inc. 0.60% Add +16.0% 539,859 $185.8M
Mather Group, Llc. 2.79% Reduce -0.6% 569,266 $177.0M
Garde Capital, Inc. 12.09% Add +5.5% 502,290 $172.9M
Wealth Enhancement Advisory Services, LLC 0.44% Reduce -0.2% 498,011 $171.4M
Two Sigma Investments, LP 0.40% Add +12.0% 459,300 $158.1M
Truepoint, Inc. 4.39% Reduce -3.9% 448,520 $154.4M
Waldron Private Wealth LLC 6.93% Add +0.9% 445,995 $153.5M
Cambridge Investment Research Advisors, Inc. 0.57% Add +2.1% 433,603 $149.2M
Cwm, LLC 0.71% Add +17.7% 425,340 $146.4M
Kestra Advisory Services, LLC 0.96% Add +7.3% 416,746 $143.4M
Private Advisor Group, LLC 0.99% Add +2.4% 398,760 $137.3M
Citigroup Inc. 0.14% Add +7.9% 381,952 $131.5M
Woodmont Investment Counsel LLC 11.07% Add +2.3% 381,789 $131.4M
Invictus Private Wealth, LLC 11.47% Add +0.6% 375,388 $129.2M
Kensington Asset Management, LLC 6.37% No change 370,300 $127.5M
BOK Financial Private Wealth, Inc. 9.19% Add +0.1% 358,703 $123.5M
Envestnet Portfolio Solutions, Inc. 0.46% Reduce -10.5% 355,935 $122.5M
Gratus Capital, LLC 5.57% Reduce -4.2% 351,062 $120.8M
Bank of Hawaii 5.86% Reduce -3.5% 349,555 $120.3M
Brookstone Capital Management 2.13% Add +0.9% 345,425 $118.9M
Venturi Wealth Management, LLC 7.58% Reduce -1.6% 343,044 $118.1M
Stephens Group Asset Management, LLC 10.76% Reduce -0.4% 342,399 $117.9M
Provida Pension Fund Administrator 2.90% Add +122.6% 339,357 $116.8M
Avantax Advisory Services, Inc. 1.02% Add +27.7% 334,939 $115.3M
US Bancorp \de 0.16% Reduce -7.6% 331,371 $114.1M
Coldstream Capital Management Inc. 2.83% Reduce -4.4% 323,225 $111.3M
Beacon Pointe Advisors, LLC 1.23% Add +1.6% 321,014 $110.5M
Atria Wealth Solutions, Inc. 1.24% Reduce -1.5% 319,220 $109.9M
NewEdge Advisors, LLC 0.95% Add +0.3% 316,591 $109.0M
Pathstone Holdings, LLC 0.51% Reduce -8.9% 315,857 $108.7M
Wealthspire Advisors, LLC 1.43% Reduce -0.8% 310,767 $107.0M
Strategies Wealth Advisors, LLC 16.16% Add +2.4% 305,112 $105.0M
Manufacturers Life Insurance Company, The 0.10% Reduce -10.6% 300,025 $103.3M
Cornerstone Management, Inc. 22.40% Add +40.8% 293,128 $100.9M
Baird Financial Group, Inc. 0.21% Reduce -1.2% 284,437 $97.9M
CENTRAL TRUST Co 2.42% Reduce -0.1% 283,011 $97.4M
B. Riley Wealth Advisors, Inc. 2.57% Add +28.7% 348,674 $94.9M
Mercer Global Advisors Inc. 0.27% Reduce -25.8% 275,555 $94.8M
Mosaic Family Wealth Partners, LLC 15.47% Add +1.6% 272,905 $93.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.16% Reduce -5.9% 271,613 $93.5M
Permanens Capital L.P. 11.29% Add +47.9% 266,854 $91.9M
Creative Planning 0.10% Reduce -0.8% 266,726 $91.8M
Rezny Wealth Management, Inc. 32.61% Add +2.1% 266,257 $91.6M
Avior Wealth Management, LLC 4.23% Add +11.4% 264,363 $91.0M
Alliancebernstein L.P. 0.03% Add +3.6% 261,462 $90.0M
Two Sigma Advisers, LP 0.21% Add +1.7% 259,600 $89.4M
Orion Porfolio Solutions, LLC 0.93% Reduce -0.8% 252,890 $87.0M
Orion Portfolio Solutions, LLC 0.93% Reduce -0.8% 252,890 $87.0M
Safeguard Financial, LLC 28.21% Add +11.1% 251,508 $86.6M
Simon Quick Advisors, LLC 6.44% Add +15.2% 249,785 $86.0M
Financial Synergies Wealth Advisors, Inc. 11.26% Reduce -10.2% 249,372 $85.8M
Martel Wealth Advisors LLC 18.52% Reduce -3.9% 248,110 $85.4M
Rockefeller Capital Management L.P. 0.24% Reduce -6.8% 243,787 $83.9M
Mountain Capital Investment Advisors Inc. 23.19% Reduce -2.1% 241,354 $82.7M
Brandywine Oak Private Wealth LLC 8.58% Reduce -2.5% 238,487 $82.1M
Vista Capital Partners, Inc. 10.22% Reduce -4.5% 237,454 $81.7M
Fifth Third Bancorp 0.32% Add +1.8% 237,070 $81.6M
White Lighthouse Investment Management Inc. 16.38% Reduce -0.0% 234,354 $80.6M
Glenmede Trust Co. NA 0.39% Reduce -0.1% 225,866 $77.7M
Relyea Zuckerberg Hanson LLC 13.20% Add +4.1% 218,920 $75.4M
CSM Advisors, LLC 4.80% No change 211,587 $72.8M
Bessemer Group Inc. 0.13% Add +8.8% 207,549 $71.4M
NSI Retail Advisors, LLC 10.68% No change 206,787 $71.2M
CreativeOne Wealth, LLC 2.78% Add +9.9% 202,693 $69.8M
Betterment LLC 0.19% Add +6.3% 202,039 $69.5M
Corrigan Financial, Inc. 17.51% Reduce -3.9% 199,355 $68.6M
Steward Partners Investment Advisory, LLC 0.75% Add +9.2% 197,702 $68.0M
Atria Investments, Inc 0.93% Add +1.8% 196,392 $67.6M
RMR Wealth Builders 8.11% Add +0.6% 194,962 $67.1M
Becker Capital Management Inc. 2.28% Reduce -11.8% 192,709 $66.3M
Natixis Advisors, LLC 0.15% Reduce -17.9% 191,285 $65.8M
HCR Wealth Advisors 9.91% Reduce -2.9% 189,764 $65.3M
Trust Co 8.48% Reduce -8.6% 187,508 $64.5M
Cerity Partners LLC 0.17% Add +17.2% 184,510 $63.3M
Campbell Wealth Management 6.28% Reduce -11.8% 183,577 $63.2M
Cable Hill Partners, LLC 7.69% No change 203,451 $62.7M
Peninsula Wealth, LLC 12.51% Reduce -20.6% 182,264 $62.7M
HTLF Bank 7.15% Reduce -3.0% 180,839 $62.2M
Hirtle & Co., LLC 3.07% Reduce -1.1% 178,733 $61.5M
Summit Financial, LLC 3.63% Reduce -3.5% 178,085 $61.3M
Jentner Corp 21.30% Add +0.6% 176,149 $60.6M
Blair William & Co. 0.19% Reduce -0.1% 172,530 $59.4M
Signaturefd, LLC 1.25% Reduce -1.3% 172,246 $59.3M
Pasadena Private Wealth, LLC 13.22% Add +0.5% 166,946 $57.5M
Sage Financial Group Inc. 5.09% Reduce -2.2% 164,462 $56.6M
Crane Advisory, LLC 11.38% Add +8.8% 167,100 $56.4M
Blue Edge Capital, LLC 9.38% Add +1.4% 162,946 $56.1M
Destination Wealth Management 1.84% Reduce -2.9% 160,853 $55.4M
Nadler Financial Group, Inc. 6.77% Reduce -1.3% 159,429 $54.9M
Janney Montgomery Scott LLC 0.16% Add +7.1% 159,079 $54.8M
Allworth Financial LP 0.39% Reduce -0.8% 158,360 $54.5M
TMD Wealth Management, LLC 12.53% Reduce -2.0% 155,928 $53.7M
Cambridge Associates LLC /Ma/ 2.86% No change 155,193 $53.4M
Northern Trust Corp. 0.01% Add +0.3% 152,553 $52.5M
Venture Visionary Partners LLC 2.46% Add +9.8% 150,641 $51.9M
Florida Trust Wealth Management Co 1.74% Add +0.7% 148,684 $51.2M
Partners in Financial Planning 11.30% Reduce -1.0% 147,496 $50.8M
Sequoia Financial Advisors, LLC 0.63% Reduce -32.1% 147,218 $50.7M
McIlrath & Eck, LLC 8.01% Reduce -2.8% 146,857 $50.5M
Pinnacle Financial Partners Inc 1.08% Add +12.4% 144,535 $49.7M
Total Wealth Planning, LLC 8.51% Reduce -4.2% 143,810 $49.5M
Chicago Partners Investment Group LLC 2.09% Add +2.3% 148,618 $49.2M
Veltria Advisors Corp. 12.61% Add +23.5% 141,761 $48.8M
Condor Capital Management 4.73% Add +7.3% 140,448 $48.3M
Checchi Capital Advisers, LLC 3.77% Reduce -0.9% 140,012 $48.2M
Comerica Bank 0.21% Reduce -3.3% 138,579 $47.7M
Strata Wealth Advisors, LLC 16.76% Reduce -3.3% 138,390 $47.6M
One Capital Management, LLC 1.69% Reduce -0.8% 135,405 $46.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.41% Reduce -3.7% 133,481 $45.9M
Presilium Private Wealth, LLC 11.98% Reduce -2.8% 131,212 $45.2M
Bank of Montreal 0.01% Add +5.6% 130,620 $45.1M
Systematic Alpha Investments, LLC 1.80% No change 130,672 $45.0M
Penserra Capital Management LLC 0.56% New 129,887 $44.7M
EverSource Wealth Advisors, LLC 3.45% Reduce -2.2% 132,853 $43.8M
Stevens Capital Partners 26.03% Add +37.1% 126,984 $43.7M
Kestra Private Wealth Services, LLC 0.98% Add +2.1% 126,698 $43.6M
Inspirion Wealth Advisors, LLC 7.20% Add +1.7% 126,498 $43.5M
Strategic Investment Advisors / MI 5.56% Add +3.5% 125,843 $43.3M
Pathway Financial Advisors LLC 11.46% Reduce -0.7% 123,170 $42.4M
Trustmark Bank Trust Department 3.45% Reduce -6.7% 123,002 $42.3M
TL Private Wealth 20.63% Reduce -3.6% 121,828 $41.8M
Fee-Only Financial Planning, L.C. 27.93% Reduce -1.6% 120,235 $41.4M
Principle Wealth Partners LLC 3.22% Add +1.3% 119,723 $41.2M
Cary Street Partners Investment Advisory LLC 1.73% Add +3.7% 139,891 $40.9M
Trek Financial, LLC 3.23% Reduce -2.3% 118,373 $40.7M
Affinity Capital Advisors, LLC 9.04% Add +2.0% 117,893 $40.6M
Brickley Wealth Management 9.21% Reduce -0.3% 116,673 $40.2M
Connecticut Wealth Management, LLC 2.13% Reduce -2.7% 116,221 $40.0M
Magnus Financial Group LLC 4.73% Add +9.5% 114,915 $39.6M
MBM Wealth Consultants, LLC 13.75% Reduce -0.1% 113,559 $39.1M
Private Portfolio Partners LLC 7.99% Reduce -0.0% 111,437 $38.4M
Vanguard Group Inc. 0.00% Add +30.8% 111,265 $38.3M
Clark Asset Management, LLC 11.70% Add +14.2% 110,673 $38.1M
Stephens Inc. 0.58% Add +0.9% 108,933 $37.5M
SP Asset Management LLC 3.40% Reduce -0.3% 106,260 $36.6M
Thrivent Financial for Lutherans 0.07% Reduce -31.9% 106,176 $36.5M
Acorn Financial Advisory Services Inc. 6.88% Reduce -17.4% 105,835 $36.4M
One Day In July LLC 4.84% Add +12.0% 105,807 $36.4M
First Horizon Advisors, Inc. 1.12% Add +5.8% 104,996 $36.1M
American Investment Services, Inc. 6.40% Reduce -1.3% 104,885 $36.1M
Gleason Group, Inc. 7.54% Reduce -0.4% 104,858 $36.1M
Wolff Financial Management LLC 10.50% Add +0.4% 104,614 $36.0M
Exencial Wealth Advisors, LLC 1.34% Add +3.1% 104,295 $35.9M
Arax Advisory Partners 3.77% Add +1.7% 103,962 $35.8M
Cahill Financial Advisors Inc. 4.88% Add +1.5% 103,930 $35.8M
Strategic Blueprint, LLC 2.52% Add +11.1% 103,224 $35.5M
Golden Road Advisors LLC 29.32% Add +4.3% 102,540 $35.3M
Axiom Advisory, LLC 25.94% Reduce -0.2% 102,405 $35.2M
Summit Financial Wealth Advisors, LLC 7.08% Reduce -15.3% 101,520 $34.9M
Townsquare Capital LLC 0.51% Add +100.6% 101,490 $34.9M
Benchmark Wealth Management, LLC 19.02% Reduce -0.6% 101,364 $34.9M
Jacobsen Capital Management 16.18% Reduce -0.2% 101,332 $34.9M
Bokf, NA 0.63% Add +19.4% 101,276 $34.9M
Scott Capital Advisors, LLC 10.58% Add +4.2% 101,407 $34.8M
Ocean Park Asset Management, LLC 1.62% Add +29.5% 99,764 $34.3M
Global Strategic Investment Solutions, LLC 3.99% Reduce -1.4% 99,038 $34.1M
Archford Capital Strategies, LLC 5.68% Reduce -4.2% 98,348 $33.9M
Advisory Services Network, LLC 0.75% Add +2.0% 98,283 $33.8M
DAVENPORT & Co LLC 0.21% Add +5.3% 98,239 $33.8M
Certified Advisory Corp 4.69% Add +0.2% 97,482 $33.6M
MAI Capital Management 0.35% Add +97.6% 96,720 $33.3M
Nwam LLC 2.68% Reduce -2.4% 96,456 $33.2M
Bishop & Co Investment Management, LLC 13.71% Add +33.9% 96,260 $33.1M
Vantagepoint Investment Advisers LLC 5.46% Reduce -29.5% 95,790 $33.0M
Cresset Asset Management, LLC 0.16% Add +5.0% 95,242 $32.8M
PFG Advisors 2.38% Add +1.3% 94,505 $32.5M
Cornerstone Wealth Advisors, Inc. 9.99% Reduce -2.3% 94,278 $32.5M
Old Mission Investment Co LLC 10.69% Reduce -8.5% 92,930 $32.0M
Franklin Resources Inc. 0.01% Add +4.0% 92,234 $31.7M
Focus Partners Wealth 0.26% Reduce -4.7% 91,427 $31.5M
Chaney Capital Management, Inc. 25.25% Add +2.0% 91,297 $31.4M
Bromfield Sneider Wealth Advisors 19.36% Reduce -2.3% 91,046 $31.3M
Legacies Wealth LLC 27.58% Reduce -2.3% 90,559 $31.2M
Silvercrest Asset Management Group LLC 0.21% Reduce -13.6% 90,329 $31.1M
GenWealth Group, Inc. 7.74% Reduce -5.2% 89,229 $30.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.57% Reduce -39.5% 87,648 $30.2M
Grey Fox Wealth Advisors, LLC 11.29% Add +5.4% 87,261 $30.0M
Schechter Investment Advisors, LLC 2.25% Reduce -1.4% 87,254 $30.0M
Dakota Wealth Management 0.75% Add +531.1% 87,060 $30.0M
Ieq Capital, LLC 0.43% Reduce -1.2% 86,846 $29.9M
Financial Advocates Investment Management 1.72% Reduce -1.4% 86,255 $29.7M
Evergreen Capital Management LLC 1.11% Add +1.3% 85,164 $29.3M
B&D White Capital Company, LLC 6.49% Reduce -24.2% 84,818 $29.2M
Robertson Stephens Wealth Management, LLC 1.58% Reduce -9.9% 83,521 $28.7M
Mainsail Asset Management, LLC 23.21% Add +7.3% 82,821 $28.5M
TD Capital Management LLC 3.00% Reduce -0.8% 81,839 $28.2M
LVW Advisors, LLC 4.74% Reduce -9.1% 81,392 $28.0M
Financial Planning & Information Services, Inc. 4.19% Reduce -4.9% 80,980 $27.9M
TD Private Client Wealth LLC 0.91% Reduce -4.1% 80,273 $27.6M
Aire Advisors, LLC 6.21% Reduce -1.7% 79,898 $27.5M
Blankinship & Foster, LLC 7.16% Add +1.4% 79,425 $27.3M
Anderson Hoagland & Co. 3.03% Add +4.8% 79,201 $27.0M
Parker Financial LLC 15.29% Reduce -5.1% 77,946 $26.8M
GoalVest Advisory LLC 8.94% Add +11.0% 77,851 $26.8M
R. W. Roge & Company, Inc. 16.07% Add +1.3% 77,569 $26.7M
Mesirow Financial Investment Management, Inc. 0.60% Add +9.3% 76,159 $26.2M
Wealthspan Partners, LLC 15.30% Add +2.8% 75,431 $26.0M
Tobias Financial Advisors, Inc. 5.85% Reduce -2.0% 74,977 $25.8M
DeDora Capital, Inc. 8.21% Reduce -0.2% 74,904 $25.8M
Foundations Investment Advisors, LLC 0.67% Add +26.6% 74,334 $25.6M
Legacy Financial Group, Inc. 9.94% Add +4.2% 73,330 $25.2M
Financial Advisory Partners, LLC 9.73% Reduce -17.7% 73,191 $25.2M
Evolution Advisers, Inc. 14.81% Reduce -0.9% 72,878 $25.1M
Whitegate Investment Counselors, Inc. 7.05% Reduce -0.0% 72,745 $25.0M
Capital Wealth Management, LLC 11.95% Reduce -5.3% 72,497 $25.0M
Fifth Third Securities, Inc. 2.40% Reduce -1.6% 71,910 $24.8M
Towerpoint Wealth, LLC 12.34% Reduce -0.8% 71,393 $24.6M
Lincoln National Corp. 0.38% Add +7.1% 71,084 $24.5M
Advisors Capital Management, LLC 0.45% Add +20.8% 71,083 $24.5M
AE Wealth Management LLC 0.27% Reduce -85.8% 70,651 $24.3M
JNBA Financial Advisors 2.54% Add +52.2% 70,202 $24.2M
CoreCap Advisors, LLC 1.28% Add +32.1% 70,048 $24.1M
Beacon Capital Management, LLC 4.94% Add +37.1% 69,990 $24.1M
Rise Advisors, LLC 12.78% Add +84.2% 69,680 $24.0M
Stratos Wealth Advisors, LLC 1.42% Add +0.9% 69,596 $24.0M
Cambridge Capital Management, LLC 18.75% Reduce -0.3% 69,567 $23.9M
Sandbox Financial Partners, LLC 9.99% Add +6.0% 69,082 $23.8M
Duncan Williams Asset Management, LLC 21.42% — 69,073 $23.8M
J.W. Cole Advisors, Inc. 1.20% Add +23.4% 68,815 $23.7M
Ellis Investment Partners, LLC 5.11% Reduce -0.6% 68,271 $23.5M
Great Valley Advisor Group, Inc. 0.71% Add +3.1% 68,126 $23.4M
Hill Island Financial LLC 7.68% Reduce -5.5% 67,567 $23.3M
Hiley Hunt Wealth Management 15.11% Add +0.4% 66,997 $23.1M
Procyon Advisors, LLC 1.77% Reduce -5.4% 66,508 $22.9M
Cannon Financial Strategists, Inc. 4.46% Reduce -1.1% 65,959 $22.7M
Towneley Capital Management, Inc / DE 5.57% Reduce -3.3% 65,845 $22.7M
Cary Street Partners Asset Management LLC 3.51% Add +40.1% 65,736 $22.6M
Beaumont Financial Advisors, LLC 1.84% Reduce -2.4% 64,929 $22.3M
Warner Financial, Inc. 11.18% Add +0.3% 64,837 $22.3M
Acorn Creek Capital LLC 14.00% Add +1.5% 64,457 $22.2M
Prime Capital Investment Advisors, LLC 0.31% Reduce -5.5% 63,721 $21.9M
Forvis Mazars Wealth Advisors, LLC 0.56% Reduce -0.9% 63,659 $21.9M
First Pacific Financial 6.12% Reduce -0.1% 63,644 $21.9M
Websterrogers Financial Advisors, LLC 7.70% Add +103.3% 62,870 $21.6M
HB Wealth Management, LLC 0.27% Reduce -3.0% 62,760 $21.6M
Yeomans Consulting Group, Inc. 9.35% Add +35.9% 62,015 $21.3M
Integrated Wealth Concepts LLC 0.31% Add +10.2% 61,711 $21.2M
Berkshire Money Management, Inc. 2.55% Reduce -1.1% 61,470 $21.2M
Mgo One Seven LLC 1.10% Add +1.9% 61,443 $21.1M
Lake Street Private Wealth, LLC 2.93% Add +32.1% 61,380 $21.1M
Privium Fund Management (UK) Ltd 10.47% New 61,278 $21.1M
Stratos Investment Management, LLC 2.05% Reduce -3.3% 61,135 $21.0M
Bay Harbor Wealth Management, LLC 7.52% Reduce -12.5% 60,862 $20.9M
Aspire Private Capital, LLC 5.51% Add +0.5% 60,775 $20.9M
Members Trust Co 0.62% Reduce -5.2% 60,402 $20.8M
FWG Holdings, LLC 11.11% Add +12.2% 60,241 $20.7M
Mitchell McLeod Pugh & Williams Inc. 4.98% Add +2.4% 60,093 $20.7M
Prospera Financial Services Inc 0.62% Reduce -8.5% 59,973 $20.7M
Bragg Financial Advisors, Inc 0.92% Reduce -3.8% 59,800 $20.6M
Clayton Financial Group LLC 9.35% Add +5.7% 59,742 $20.6M
Falcon Wealth Planning 3.25% Reduce -41.8% 59,620 $20.5M
Taylor Financial Group, Inc. 15.62% Reduce -0.3% 59,595 $20.5M
Global Retirement Partners, LLC 0.76% Reduce -2.8% 59,467 $20.5M
Everett Harris & Co. 0.27% Add +4.3% 59,305 $20.4M
Noble Family Wealth, LLC 5.80% Reduce -8.9% 59,197 $20.4M
Waterford Advisors, LLC 8.63% Add +2.6% 59,073 $20.3M
VestGen Investment Management 6.17% Reduce -3.2% 59,012 $20.3M
Wealthfront Advisers LLC 0.07% Add +31.2% 58,857 $20.3M
Hoylecohen, LLC 1.54% Add +18.3% 58,751 $20.2M
Meeder Asset Management Inc. 1.28% Add +3.0% 58,740 $20.2M
Stephen J. Garry & Associates, LLC 20.88% Add +3.0% 58,629 $20.2M
Barings LLC 0.51% New 58,371 $20.1M
Salomon & Ludwin, LLC 1.72% Reduce -4.0% 57,935 $19.9M
Brown Wealth Management, LLC 8.23% Add +119.0% 57,821 $19.9M
Advisory Alpha, LLC 0.81% Reduce -8.1% 57,621 $19.8M
Moneco Advisors, LLC 3.12% Add +5.6% 57,014 $19.6M
Tritonpoint Wealth, LLC 2.05% Add +2.1% 66,623 $19.6M
Newton One Investments LLC 8.48% Add +1.8% 56,045 $19.3M
Regent Peak Wealth Advisors LLC 4.88% Reduce -2.9% 55,758 $19.2M
SPC Financial, Inc. 1.79% Reduce -2.8% 55,357 $19.1M
Arcadia Wealth Management, LLC 11.64% Add +8.9% 54,995 $18.9M
Veery Capital, LLC 7.75% Reduce -1.1% 54,978 $18.9M
Onyx Bridge Wealth Group LLC 3.35% Reduce -20.6% 56,027 $18.8M
Marino, Stram & Associates LLC 4.44% Add +1.4% 54,440 $18.7M
Oppenheimer & Co. Inc. 0.31% Reduce -6.2% 54,361 $18.7M
Axxcess Wealth Management, LLC 0.53% Add +0.5% 54,313 $18.7M
Associated Banc-Corp 0.59% Reduce -3.3% 54,307 $18.7M
Petix & Botte Co 4.64% Add +94.9% 54,273 $18.7M
Joel Isaacson & Co., LLC 1.01% Add +9.2% 53,737 $18.5M
Commerce Bank 0.12% Add +1.4% 53,352 $18.4M
Market Street Wealth Management Advisors LLC 3.18% Add +9.0% 52,544 $18.1M
Sovereign Financial Group, Inc. 4.80% Add +4.8% 52,534 $18.1M
Kohmann Bosshard Financial Services, LLC 2.52% Add +0.1% 52,516 $18.1M
Etfidea, LLC 6.13% Reduce -0.1% 52,267 $18.0M
Brown Advisory Inc. 0.02% Reduce -25.3% 52,050 $17.9M
M&T Bank Corp 0.06% Add +34.6% 50,695 $17.4M
Signet Financial Management, LLC 2.40% Reduce -3.3% 50,681 $17.4M
IFP Advisors, Inc 0.76% Add +1.6% 50,418 $17.4M
IVC Wealth Advisors LLC 9.94% Add +0.1% 50,058 $17.2M
Tenret Co LLC 12.15% Add +3.6% 50,027 $17.2M
Financial Insights, Inc. 4.94% Reduce -2.5% 49,923 $17.2M
Retirement Planning Group, LLC 1.31% Add +274.8% 49,868 $17.2M
Regal Investment Advisors LLC 1.17% Reduce -2.2% 49,646 $17.1M
IAG Wealth Partners, LLC 3.66% Reduce -3.0% 49,543 $17.1M
Concurrent Investment Advisors, LLC 0.69% Add +11.6% 49,375 $17.0M
Sowell Financial Services LLC 0.80% Add +0.7% 49,204 $16.9M
Guardian Capital Advisors LP 1.82% Add +73.1% 50,900 $16.9M
Legacy Edge Advisors, LLC 3.51% Reduce -13.2% 48,987 $16.9M
Francis Financial, Inc. 5.44% Add +5.5% 48,819 $16.8M
Heartwood Wealth Advisors LLC 2.07% Reduce -21.4% 48,744 $16.8M
Tilson Financial Group, Inc. 9.01% Add +36.3% 48,729 $16.8M
Quotient Wealth Partners, LLC 0.60% Reduce -41.8% 48,684 $16.8M
Neuberger Berman Group LLC 0.01% Reduce -1.3% 48,444 $16.7M
Milestone Investment Advisors LLC 4.45% Reduce -0.1% 47,945 $16.5M
Baron Silver Stevens Financial Advisors, LLC 3.18% Reduce -1.9% 47,459 $16.3M
Roof Eidam Maycock Peralta, LLC 4.46% Add +3.9% 47,175 $16.2M
Gray Wealth Management Inc. 7.22% Add +6.2% 47,000 $16.2M
Platte River Wealth Advisors, LLC 4.60% Add +10.9% 46,935 $16.2M
Manchester Capital Management LLC 1.99% Add +0.8% 46,775 $16.1M
Prosperity Planning, Inc. 7.65% Add +1.6% 45,855 $15.8M
Wealth Alliance Advisory Group, LLC 3.62% Reduce -0.3% 45,307 $15.6M
Destiny Wealth Partners, LLC 2.79% Reduce -12.6% 45,156 $15.5M
Cutler Investment Counsel LLC 2.05% Add +71.1% 44,417 $15.3M
Dagco, Inc. 6.90% Add +2355.5% 44,051 $15.2M
Mutual Advisors, LLC 0.48% Reduce -13.6% 43,866 $15.1M
First Heartland Consultants, Inc. 1.56% Add +34.6% 43,633 $15.0M
Silicon Valley Capital Partners 2.24% Reduce -1.4% 43,621 $15.0M
Dominguez Wealth Management Solutions, Inc. 11.71% Add +2.2% 43,208 $14.9M
BLB&B Advisors, LLC 0.84% Reduce -2.6% 43,175 $14.9M
McAlister, Sweet & Associates, Inc. 11.64% Add +26.6% 43,051 $14.8M
Investment Advisory Group, LLC 6.12% Add +0.6% 43,019 $14.8M
Black Diamond Financial, LLC 3.98% No change 47,407 $14.7M
Hartline Investment Corp./ 2.58% New 42,600 $14.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.58% Add +6.3% 42,600 $14.7M
Advantage Trust Co 10.79% Add +0.5% 42,532 $14.6M
Harbour Investments, Inc. 0.51% Add +4.5% 42,100 $14.5M
Cassady Schiller Wealth Management, LLC 6.47% Add +10.2% 42,073 $14.5M
Robinswood Financial LLC 6.12% Reduce -8.1% 41,626 $14.3M
Mechanics Bank Trust Department 2.10% Reduce -4.8% 41,555 $14.3M
Arete Wealth Advisors, LLC 1.32% Reduce -0.5% 41,528 $14.3M
CIBC Private Wealth Group LLC 0.03% Reduce -1.6% 41,493 $14.3M
Delta Financial Group, Inc. 4.17% Add +0.2% 41,124 $14.2M
FC Advisory LLC 5.19% Add +0.3% 40,923 $14.1M
Kennicott Capital Management LLC 6.23% Reduce -0.5% 40,897 $14.1M
RFG Advisory, LLC 0.48% Reduce -8.4% 40,845 $14.1M
Keeler & Nadler Financial Planning & Wealth Management 8.42% Reduce -0.1% 40,731 $14.0M
Stratos Wealth Partners, LTD. 0.23% Add +2.4% 40,640 $14.0M
Peterson Wealth Services 5.09% Reduce -7.5% 40,590 $14.0M
Planning Alternatives Ltd. 2.29% Reduce -1.8% 40,533 $14.0M
Pinion Investment Advisors, LLC 7.21% Add +16.1% 40,383 $13.9M
Topel & Distasi Wealth Management, LLC 6.13% Reduce -14.2% 40,296 $13.9M
Horizon Family Wealth, Inc. 10.68% Reduce -5.0% 40,240 $13.9M
CX Institutional 0.66% Add +246.9% 39,965 $13.8M
REAP Financial Group, LLC 3.73% Add +5.9% 39,449 $13.6M
Ameritas Advisory Services, LLC 0.56% Reduce -36.0% 39,823 $13.5M
DDFG, Inc 4.28% Reduce -2.0% 39,142 $13.5M
Great Diamond Partners, LLC 3.09% Reduce -1.5% 39,125 $13.5M
Olistico Wealth, LLC 9.58% Add +2.6% 38,546 $13.3M
Scotia Capital Inc. 0.08% Reduce -29.7% 38,498 $13.3M
NewEdge Wealth, LLC 0.30% Add +5.1% 39,731 $13.2M
Quadrature Capital Ltd 0.22% New 37,984 $13.1M
Lokken Investment Group LLC 6.50% Add +6.7% 37,916 $13.1M
Rodgers & Associates, LTD 1.64% Reduce -6.7% 37,026 $12.7M
Safir Wealth Advisors, LLC 10.45% Reduce -1.9% 37,005 $12.7M
Cora Capital Advisors LLC 6.78% Add +2.4% 36,889 $12.7M
Ascent Group, LLC 1.12% Add +0.3% 36,863 $12.7M
Leeward Financial Partners, LLC 5.36% Reduce -0.1% 36,844 $12.7M
Stage Harbor Financial, LLC 11.49% Add +3.9% 36,722 $12.6M
Gill Capital Partners, LLC 5.10% Add +11.4% 38,286 $12.6M
LaSalle St. Investment Advisors, LLC 7.09% Add +4.5% 36,666 $12.6M
Koshinski Asset Management, Inc. 1.29% Add +26.2% 36,619 $12.6M
BTC Capital Management, Inc. 1.14% — 36,312 $12.5M
Capital Analysts, LLC 0.58% Add +8.8% 36,309 $12.5M
Waypoint Capital Advisors, LLC 3.27% Add +26.3% 36,284 $12.5M
Buckingham Strategic Wealth, LLC 0.13% Add +8.2% 36,112 $12.4M
Leonard Rickey Investment Advisors P.L.L.C. 3.21% Reduce -4.0% 36,053 $12.4M
Financial Counselors Inc. 0.21% Add +0.2% 35,956 $12.4M
AdvisorNet Financial, Inc 1.19% Reduce -31.5% 35,955 $12.4M
AlphaStar Capital Management, LLC 1.27% Reduce -0.8% 35,938 $12.4M
Howard Wealth Management, LLC 9.95% Add +0.1% 35,548 $12.2M
Bristlecone Advisors, LLC 1.07% Add +0.8% 35,489 $12.2M
Snowden Capital Advisors LLC 0.38% Add +8.0% 35,350 $12.2M
25 LLC 5.95% Reduce -0.8% 35,320 $12.2M
Flagship Harbor Advisors, LLC 0.78% Reduce -5.8% 35,288 $12.1M
Concourse Financial Group Securities, Inc. 0.78% Reduce -5.9% 35,039 $12.1M
Gemmer Asset Management LLC 1.40% Add +0.4% 34,992 $12.0M
Cedrus LLC 6.56% Add +4.3% 34,900 $12.0M
Focus Partners Advisor Solutions, LLC 0.34% Add +309.7% 34,674 $11.9M
Addison Advisors LLC 4.09% Add +3.1% 34,527 $11.9M
PFG Investments, LLC 0.72% Add +313.6% 34,416 $11.8M
Hurlow Wealth Management Group, Inc. 4.18% Reduce -0.9% 34,381 $11.8M
BW Gestao de Investimentos Ltda. 1.06% Add +469.5% 34,225 $11.8M
Clarius Group, LLC 0.81% Add +5.6% 34,175 $11.8M
National Bank of Canada 0.02% Reduce -69.9% 33,959 $11.7M
Cyndeo Wealth Partners, LLC 0.96% Reduce -12.2% 33,515 $11.5M
Matrix Private Capital Group LLC 7.75% Add +0.9% 33,251 $11.4M
QRG Capital Management, Inc. 0.15% Reduce -1.6% 33,249 $11.4M
Synovus Financial Corp. 0.15% Add +3.8% 32,957 $11.4M
Oak Root LLC 1.51% Add +17.4% 32,831 $11.3M
UMB Bank, n.a. 0.18% Add +3.5% 32,610 $11.2M
Aptus Capital Advisors, LLC 0.24% Add +14.7% 32,571 $11.2M
Fisher Asset Management 0.01% Reduce -12.0% 32,133 $11.1M
Worth Asset Management, LLC 6.75% Add +99.1% 31,891 $11.0M
Westwood Holdings Group Inc. 0.09% Add +8.8% 31,683 $10.9M
Marshall Financial Group Inc. 3.58% Reduce -1.9% 31,534 $10.9M
Nations Financial Group Inc, /Ia/ 0.91% Reduce -3.4% 31,534 $10.9M
Perigon Wealth Management, LLC 0.33% Add +44.3% 31,386 $10.8M
Aries Wealth Management 3.46% Add +6.8% 31,171 $10.7M
Capital Advisors, Ltd. LLC 1.40% Reduce -0.0% 31,095 $10.7M
JMG Financial Group, Ltd. 0.41% Reduce -0.7% 31,091 $10.7M
StoneX Group Inc. 0.96% Reduce -6.2% 31,069 $10.7M
Romano Brothers and Company 1.46% Add +2.7% 31,038 $10.7M
Semmax Financial Advisors Inc. 3.51% Add +10.0% 31,015 $10.7M
Thrive Wealth Management, LLC 2.20% Reduce -4.4% 30,912 $10.6M
Lindbrook Capital, LLC 0.99% Reduce -4.7% 30,862 $10.6M
Berger Financial Group, Inc 0.87% Reduce -2.3% 30,852 $10.6M
Baltimore-Washington Financial Advisors, Inc. 0.67% Add +6.4% 30,746 $10.6M
Elevated Capital Advisors, LLC 3.00% Add +3.2% 30,430 $10.5M
Beacon Financial Group 1.20% Add +50.9% 30,353 $10.4M
Howard Capital Management, LLC 1.14% Add +4.9% 30,327 $10.4M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -5.3% 30,100 $10.4M
MCF Advisors LLC 0.80% Add +0.3% 30,056 $10.3M
NORTHSTAR ASSET MANAGEMENT Co 2.53% Add +19.1% 29,870 $10.3M
Cranbrook Wealth Management, LLC 2.58% Reduce -1.2% 29,633 $10.2M
Agf Management Ltd. 0.06% Add +1.9% 29,479 $10.1M
Kraft, Davis & Associates, LLC 3.02% Reduce -5.0% 29,227 $10.0M
SWP Financial LLC 6.95% Reduce -1.2% 28,974 $9.9M
Copperwynd Financial, LLC 3.51% Add +1.5% 28,315 $9.7M
Citizens Financial Group Inc. 0.33% Add +0.7% 28,302 $9.7M
CW Advisors, LLC 0.17% Reduce -3.1% 28,165 $9.7M
Everhart Financial Group, Inc. 2.82% Add +10.5% 28,102 $9.7M
VeraBank, N.A. 3.01% Add +6.4% 28,035 $9.6M
Financial Life Advisors 4.03% Reduce -1.0% 28,022 $9.6M
SCS Capital Management LLC 0.20% Add +0.7% 28,005 $9.6M
Harbor Investment Advisory, LLC 1.00% Add +1.0% 27,816 $9.6M
Founders Financial Securities LLC 1.00% Add +65.7% 27,757 $9.6M
Sandy Spring Bank 0.44% Add +14.3% 27,751 $9.6M
Smith & Howard Wealth Management, LLC 2.95% Reduce -6.0% 27,703 $9.5M
First National Bank of Omaha 0.65% Reduce -1.1% 25,708 $9.5M
Integrity Wealth Solutions LLC 6.20% Reduce -2.3% 27,574 $9.5M
Hubbell Strickland Wealth Management, LLC 4.79% Add +1.5% 27,489 $9.5M
Hohimer Wealth Management, LLC 2.21% Reduce -13.5% 27,367 $9.4M
Horizon Bancorp Inc. 4.48% Add +13.8% 27,323 $9.4M
Krilogy Financial LLC 0.72% Reduce -2.2% 27,304 $9.4M
Bluespring Wealth Management, LLC 1.02% Reduce -3.5% 27,094 $9.3M
N.E.W. Advisory Services LLC 1.03% Add +1.4% 27,076 $9.3M
Texas Yale Capital Corp. 0.41% Add +2.5% 27,026 $9.3M
O'Brien Wealth Partners LLC 2.13% Add +98.5% 26,740 $9.2M
Kathmere Capital Management, LLC 1.05% Add +8.8% 26,721 $9.2M
NWF Advisory Services Inc. 1.54% Reduce -1.2% 26,719 $9.2M
Kingsview Wealth Management, LLC 0.23% Reduce -15.3% 26,674 $9.2M
Prostatis Group LLC 3.47% Reduce -11.8% 26,556 $9.1M
Ironsides Asset Advisors, LLC 3.13% Add +0.1% 26,552 $9.1M
IHT Wealth Management, LLC 0.37% Add +3.0% 26,475 $9.1M
Segment Wealth Management, LLC 0.68% No change 25,926 $8.9M
Hofer & Associates. Inc 7.50% Add +1.0% 25,876 $8.9M
Abich Financial Wealth Management LLC 6.86% Add +56.9% 25,807 $8.9M
Latigo Investments, LLC 4.54% No change 25,713 $8.9M
Consolidated Portfolio Review Corp 2.32% Reduce -9.8% 25,685 $8.8M
Bath Savings Trust Co 0.94% Add +1.5% 25,657 $8.8M
Clark Financial Services Group Inc. 10.58% Add +0.4% 25,516 $8.8M
Impact Partnership Wealth, LLC 3.47% Reduce -7.0% 25,461 $8.8M
Washington Trust Advisors, Inc. 0.80% Reduce -4.4% 25,453 $8.8M
Nabity-Jensen Investment Management Inc 7.19% Reduce -0.8% 25,383 $8.7M
Von Berge Wealth Management Group, LLC 5.61% Add +7.6% 25,313 $8.7M
Fusion Capital, LLC 3.97% Reduce -3.7% 25,237 $8.7M
Csenge Advisory Group 0.49% Add +41.3% 25,185 $8.7M
Obsidian Cio, LLC 2.10% Add +4.0% 24,829 $8.5M
O'shaughnessy Asset Management, LLC 0.09% Add +30.5% 24,740 $8.5M
SVB Wealth LLC 0.19% Reduce -16.5% 24,668 $8.5M
Windham Capital Management, LLC 6.60% Reduce -5.6% 24,362 $8.4M
Cornerstone Wealth Management, LLC 0.68% Reduce -2.3% 24,360 $8.4M
Wellspring Financial Advisors, LLC 1.32% Reduce -0.1% 944,784 $8.4M
Prestige Wealth Management Group LLC 1.79% Reduce -53.5% 24,140 $8.3M
Kathleen S. Wright Associates Inc. 3.91% Add +8.7% 24,089 $8.3M
Angeles Investment Advisors, LLC 0.44% Add +59.8% 23,975 $8.3M
IFG Advisory, LLC 0.62% Add +0.5% 23,964 $8.2M
Independent Financial Group, LLC 0.38% Add +2.9% 23,903 $8.2M
Ogorek Anthony Joseph /NY/ 2.85% Reduce -0.0% 23,804 $8.2M
Acropolis Investment Management, LLC 0.53% Add +9.1% 23,634 $8.1M
Wealthspire Retirement, LLC 0.70% Reduce -1.7% 23,435 $8.1M
RCS Financial Planning, LLC 4.96% Add +413.9% 23,432 $8.1M
Jackson Wealth Management, LLC 1.01% Reduce -20.0% 23,416 $8.1M
Novak & Powell Financial Services, Inc. 5.98% Add +23.9% 34,611 $8.0M
Raymond James Trust N.A. 0.19% Add +0.9% 23,223 $8.0M
Mathes Company, Inc. 3.02% No change 23,220 $8.0M
First United Bank & Trust 2.93% Reduce -3.6% 23,022 $7.9M
Edmonds Duncan Registered Investment Advisors, LLC 1.99% Add +1.0% 23,000 $7.9M
Werba Rubin Papier Wealth Management 2.29% Add +2743.8% 22,978 $7.9M
Verdence Capital Advisors LLC 0.72% Add +2.3% 22,916 $7.9M
Simplicity Wealth,LLC 0.19% New 22,782 $7.8M
Hilltop Holdings Inc. 0.87% Reduce -18.2% 22,688 $7.8M
Clearwater Capital Advisors, LLC 0.83% Reduce -4.0% 22,667 $7.8M
ERn Financial, LLC 1.35% Reduce -0.3% 22,645 $7.8M
Mayfair Advisory Group, LLC 5.62% Add +13.9% 22,508 $7.7M
Savant Capital, LLC 0.09% Add +33.5% 22,271 $7.7M
Gotham Asset Management 0.12% Add +21.2% 22,222 $7.6M
Dravo Bay LLC 4.55% Add +2.3% 22,198 $7.6M
Riversedge Advisors, LLC 1.88% Reduce -0.7% 22,131 $7.6M
Marcum Wealth, LLC 0.77% Reduce -3.4% 22,083 $7.6M
Intergy Private Wealth, LLC 3.12% Reduce -2.2% 22,059 $7.6M
Aveo Capital Partners, LLC 0.83% Reduce -2.7% 22,360 $7.6M
Financial Advisory Group 1.34% Reduce -4.9% 22,015 $7.6M
Signal Advisors Wealth, LLC 1.88% Add +6.7% 21,981 $7.6M
Laurel Wealth Advisors LLC 1.30% Reduce -2.7% 21,912 $7.5M
Watershed Private Wealth LLC 3.33% Add +1564.3% 21,835 $7.5M
Karpus Management, Inc. 0.22% Reduce -5.2% 21,813 $7.5M
Nicolet Advisory Services, LLC 0.76% Reduce -8.5% 21,757 $7.5M
MidAtlantic Capital Management, Inc. 6.47% Reduce -2.2% 21,412 $7.4M
Brio Consultants, LLC 1.24% Reduce -7.3% 21,363 $7.4M
Main Line Retirement Advisors, LLC 5.76% Add +6.0% 21,303 $7.3M
Yoder Wealth Management, Inc. 4.77% Reduce -2.8% 21,258 $7.3M
PCA Investment Advisory Services Inc. 4.10% Add +4.8% 21,214 $7.3M
OneDigital Investment Advisors LLC 0.11% Reduce -1.3% 21,126 $7.3M
Wells Financial Advisors INC 4.91% Add +0.6% 20,962 $7.2M
Leo Wealth, LLC 0.73% Add +3.4% 20,723 $7.1M
Wind River Trust Co 2.60% Reduce -1.4% 20,723 $7.1M
LongView Wealth Management 2.83% Add +3.7% 20,721 $7.1M
Hollencrest Capital Management 0.33% Add +0.1% 20,696 $7.1M
FDx Advisors, Inc. 1.07% Reduce -12.1% 20,526 $7.1M
Wescott Financial Advisory Group, LLC 0.88% Reduce -3.3% 20,503 $7.1M
Regions Financial Corp. 0.05% Add +6.8% 20,500 $7.1M
GW Henssler & Associates Ltd. 0.41% Add +10.8% 20,262 $7.0M
Bleakley Financial Group, LLC 0.20% Reduce -1.2% 20,239 $7.0M
Dentgroup LLC 5.74% Reduce -3.9% 20,152 $6.9M
Wilbanks Smith & Thomas Asset Management LLC 0.19% Add +0.8% 20,129 $6.9M
Simmons Bank 0.51% Add +0.6% 19,862 $6.8M
Riverview Capital Advisers, LLC 2.35% Add +0.8% 19,828 $6.8M
Angeles Wealth Management, LLC 0.68% Reduce -17.6% 19,769 $6.8M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -2.3% 19,631 $6.8M
Geneos Wealth Management Inc. 0.31% Add +2.6% 19,616 $6.8M
Quaker Wealth Management, LLC 2.75% Reduce -5.0% 19,614 $6.8M
Cascade Wealth Advisors, Inc 5.74% — 19,777 $6.8M
AlTi Global, Inc. 0.19% Add +0.1% 19,593 $6.7M
Caprock Group, LLC 0.38% Reduce -0.1% 19,456 $6.7M
Visionary Wealth Advisors 0.45% Add +0.1% 19,453 $6.7M
Legacy PCG, LLC 4.18% Reduce -7.4% 19,376 $6.7M
Integral Investment Advisors, Inc. 2.75% Add +6.4% 19,279 $6.7M
Goodman Advisory Group, LLC 2.10% Reduce -50.4% 19,271 $6.6M
Osborne Partners Capital Management, LLC 0.41% Reduce -1.1% 19,238 $6.6M
Willis Johnson & Associates, Inc. 0.57% Reduce -10.7% 19,210 $6.6M
Cardiff Park Advisors, LLC 0.62% Add +3.9% 19,034 $6.6M
Defined Wealth Management, LLC 4.65% Reduce -0.2% 18,805 $6.5M
Arkadios Wealth Advisors 0.50% Reduce -3.8% 18,699 $6.4M
Ausdal Financial Partners, Inc. 0.75% Add +6.9% 18,699 $6.4M
Diversified Portfolios, Inc. 0.90% Add +0.7% 18,649 $6.4M
Kure Advisory, LLC 5.48% Reduce -5.4% 18,640 $6.4M
Horizon Investments, LLC 0.17% Add +137.7% 18,317 $6.3M
CWS Financial Advisors, LLC 2.58% Add +6.9% 18,299 $6.3M
Wealthcare Advisory Partners LLC 0.21% Add +5.8% 18,204 $6.3M
Madison Park Capital Advisors, LLC 5.43% Add +3.9% 18,078 $6.2M
Watts Gwilliam & Co., LLC 1.91% — 17,901 $6.2M
Disciplined Investments, LLC 3.37% Reduce -2.8% 17,934 $6.2M
EMC Capital Management 3.64% Add +3.1% 17,809 $6.1M
Perennial Investment Advisors, LLC 0.93% Add +1.4% 17,682 $6.1M
Register Financial Advisors LLC 3.13% Add +2.3% 17,523 $6.0M
Gladstone Institutional Advisory LLC 0.33% Add +1.9% 17,498 $6.0M
Pine Valley Investments Ltd Liability Co 0.47% Reduce -2.4% 17,479 $6.0M
Calton & Associates, Inc. 2.91% Reduce -3.6% 17,361 $6.0M
Kovack Advisors, Inc. 0.72% Reduce -13.5% 17,219 $5.9M
Vicus Capital 0.54% Reduce -37.1% 17,173 $5.9M
Hexagon Capital Partners LLC 1.31% Reduce -9.3% 17,165 $5.9M
Emerald Advisors, LLC 1.05% Reduce -1.6% 17,145 $5.9M
GC Wealth Management RIA, LLC 1.18% New 17,106 $5.9M
Rehmann Capital Advisory Group 0.44% Reduce -0.2% 17,096 $5.9M
HBK Sorce Advisory LLC 0.21% Reduce -10.2% 17,068 $5.9M
One Charles Private Wealth Services, LLC 2.55% Add +0.8% 17,014 $5.9M
Scott & Selber, Inc. 1.99% Reduce -0.1% 16,957 $5.8M
Fonville Wealth Management LLC 2.56% Add +1.9% 16,809 $5.8M
Lansing Street Advisors 2.59% Add +14.8% 16,753 $5.8M
Abbot Financial Management, Inc. 3.17% Add +1.0% 16,700 $5.7M
Spire Wealth Management 0.11% Add +1.9% 16,694 $5.7M
Northstar Group, Inc. 1.17% Reduce -0.1% 16,667 $5.7M
Brighton Jones LLC 0.21% Reduce -6.0% 16,601 $5.7M
MA Private Wealth 1.14% Reduce -1.1% 16,269 $5.6M
WESPAC Advisors SoCal, LLC 1.46% Add +6.9% 16,224 $5.6M
SOL Capital Management CO 0.70% Add +5.6% 16,212 $5.6M
Element Pointe Advisors, LLC 1.43% No change 16,190 $5.6M
Weinberger Asset Management, Inc 2.67% Reduce -3.5% 16,079 $5.5M
MSH Capital Advisors LLC 1.94% Reduce -9.0% 16,070 $5.5M
Advocacy Wealth Management, LLC 0.48% Add +44.5% 16,060 $5.5M
Johnson Investment Counsel Inc. 0.06% Add +12.5% 15,951 $5.5M
Dynamic Advisor Solutions LLC 0.18% Reduce -5.3% 15,905 $5.5M
Capital Planning Advisors, LLC 0.96% Reduce -0.7% 15,804 $5.4M
Sightline Wealth Advisors, LLC 3.57% Add +19.7% 15,745 $5.4M
Facet Wealth, Inc. 0.18% Add +18.7% 15,760 $5.4M
Insight Advisors, LLC/ PA 1.05% Add +0.1% 15,667 $5.4M
CGN Advisors LLC 0.68% Add +5.4% 15,655 $5.4M
Lido Advisors, LLC 0.05% Reduce -6.0% 15,640 $5.4M
Gallagher Fiduciary Advisors, LLC 0.19% Reduce -1.5% 15,532 $5.3M
Keystone Financial Group 0.78% Add +3.6% 15,483 $5.3M
Hengehold Capital Management LLC 0.56% Reduce -5.5% 15,368 $5.3M
Mustard Seed Financial, LLC 5.25% Add +4.6% 15,278 $5.3M
Creative Financial Designs Inc. 0.50% Reduce -1.4% 15,272 $5.3M
Richardson Financial Services Inc. 3.68% Add +59.4% 15,140 $5.2M
WealthShield Partners, LLC 0.84% Add +2.8% 15,143 $5.2M
Smith, Moore & Co. 0.56% Reduce -2.3% 15,143 $5.2M
Carnegie Investment Counsel 0.16% Reduce -1.1% 15,087 $5.2M
Estate Counselors, LLC 0.59% Reduce -88.4% 15,028 $5.2M
Continuum Wealth Advisors, LLC 2.91% New 14,960 $5.1M
Beacon Bridge Wealth Partners, LLC 2.43% Add +273.1% 14,954 $5.1M
Curran Financial Partners, LLC 1.78% Reduce -1.7% 14,840 $5.1M
Dopkins Wealth Management, LLC 3.07% Add +1.5% 14,799 $5.1M
Edge Capital Group, LLC 0.25% Add +3.4% 14,774 $5.1M
GPS Wealth Strategies Group, LLC 0.82% Add +13.2% 14,731 $5.1M
BNP Paribas Financial Markets 0.01% Add +22709.4% 14,598 $5.0M
GFS Advisors, LLC 0.83% Reduce -2.2% 14,594 $5.0M
Wedbush Securities Inc. 0.19% Add +7.3% 14,587 $5.0M
ICA Group Wealth Management, LLC 1.01% Reduce -0.6% 14,585 $5.0M
Culbertson A N & Co. Inc. 0.86% Reduce -1.8% 14,558 $5.0M
Twin Focus Capital Partners, LLC 0.95% Add +4.0% 14,543 $5.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +2.3% 14,542 $5.0M
Curi Capital, LLC 0.12% Add +8.3% 14,538 $5.0M
Sigma Planning Corp 0.16% Add +241.3% 14,453 $5.0M
Cohen Klingenstein LLC 0.18% Add +0.5% 14,373 $4.9M
Droms Strauss Advisors Inc. /Mo/ 1.80% Reduce -0.4% 14,324 $4.9M
Empower Advisory Group, LLC 0.02% Reduce -7.9% 14,314 $4.9M
Clarus Wealth Advisors 2.77% Reduce -5.3% 14,365 $4.9M
Park Avenue Securities LLC 0.06% Reduce -9.5% 14,202 $4.9M
Foguth Wealth Management, LLC. 2.61% — 14,171 $4.9M
Kendall Capital Management 1.67% New 14,136 $4.9M
Essex Financial Services, Inc. 0.45% Add +31.4% 14,132 $4.9M
Ritholtz Wealth Management 0.17% Add +13.7% 14,132 $4.9M
Oak Harvest Investment Services 0.80% Add +16.3% 14,047 $4.8M
Strategic Financial Partners, Ltd. 2.67% Add +2.5% 14,012 $4.8M
Sentinel Pension Advisors, LLC 1.03% Reduce -0.3% 13,987 $4.8M
Spotlight Asset Group, Inc. 3.42% Reduce -0.3% 13,901 $4.8M
Donaldson Capital Management, LLC 0.20% Reduce -4.6% 13,788 $4.7M
Choate Investment Advisors 0.13% Add +9.6% 13,776 $4.7M
Planning Directions Inc. 3.27% Reduce -9.2% 13,662 $4.7M
Strategic Financial Concepts, LLC 1.13% New 13,646 $4.7M
First PREMIER Bank 1.24% Add +17.9% 13,624 $4.7M
Muirfield Wealth Advisors LLC 4.51% Reduce -0.7% 13,607 $4.7M
Revolve Wealth Partners, LLC 0.80% Reduce -1.6% 13,565 $4.7M
M3 Advisory Group, LLC 4.22% Add +25.3% 13,544 $4.7M
Norris Perne & French LLP 0.34% Reduce -1.5% 13,523 $4.7M
Parkside Financial Bank & Trust 0.74% Reduce -3.5% 13,338 $4.6M
Catalyst Private Wealth, LLC 2.40% Reduce -1.9% 13,332 $4.6M
Birchcreek Wealth Management, LLC 2.41% Reduce -0.9% 13,327 $4.6M
HTG Investment Advisors, Inc. 2.65% Add +6.5% 13,270 $4.6M
Level Four Advisory Services, LLC 0.25% No change 14,662 $4.6M
Winthrop Capital Management, LLC 2.10% Reduce -0.9% 13,229 $4.6M
Sensible Financial Planning & Management, LLC. 1.00% Add +0.2% 13,100 $4.5M
EnRich Financial Partners LLC 1.68% Add +8.2% 12,998 $4.5M
Barrett & Company, Inc. 2.12% Reduce -3.1% 12,989 $4.5M
Forte Capital LLC 0.55% Reduce -0.4% 12,959 $4.5M
Bryn Mawr Trust Advisors, LLC 0.25% Reduce -2.2% 12,891 $4.4M
Compound Planning, Inc. 0.41% Add +37.1% 12,871 $4.4M
VitalStone Financial, LLC 3.37% Add +107.5% 12,828 $4.4M
Bay Rivers Group 2.41% Reduce -8.8% 12,766 $4.4M
Agate Pass Investment Management, LLC 2.34% Add +75.0% 12,684 $4.4M
Zions Bancorporation, N.A. 0.32% Reduce -46.7% 12,672 $4.4M
Great Lakes Advisors, LLC 0.04% Add +0.8% 12,659 $4.4M
Security Financial Services, INC. 0.98% Add +3.9% 12,610 $4.3M
Millennium Management 0.00% Add +370.3% 12,594 $4.3M
Del-Sette Capital Management, LLC 3.55% Reduce -6.4% 12,573 $4.3M
Stokes Family Office, LLC 0.54% Reduce -14.4% 12,522 $4.3M
Valeo Financial Advisors, LLC 0.15% Reduce -1.7% 12,922 $4.3M
Eagle Strategies LLC 0.95% Reduce -30.6% 12,422 $4.3M
Pine Harbor Wealth Management, LLC 2.69% Reduce -2.6% 12,416 $4.3M
Laraway Financial Advisors Inc 3.77% Add +1.4% 12,408 $4.3M
Glass Jacobson Investment Advisors llc 1.59% Reduce -4.3% 12,303 $4.2M
Institute for Wealth Management, LLC. 0.55% Reduce -7.2% 12,288 $4.2M
Battery Global Advisors, LLC 3.42% Add +32.5% 12,241 $4.2M
Centaurus Financial, Inc. 0.29% Add +1.8% 12,239 $4.2M
Asset Allocation & Management Company, LLC 2.75% No change 12,189 $4.2M
Walden Wealth Partners LLC 2.43% Add +7.0% 12,403 $4.2M
Imprint Wealth LLC 1.02% Add +541.5% 12,163 $4.2M
Orser Capital Management, LLC 3.92% Add +119.6% 12,157 $4.2M
Retirement Group, LLC 1.49% Add +1.7% 12,105 $4.2M
Western Wealth Management, LLC 0.32% Reduce -16.2% 12,079 $4.2M
Greystone Financial Group, LLC 0.83% Add +2.8% 12,075 $4.2M
Kwmg, LLC 0.45% Reduce -5.1% 12,033 $4.1M
Belpointe Asset Management LLC 0.31% Add +25.6% 12,028 $4.1M
Montag A & Associates Inc. 0.21% Add +2.9% 11,955 $4.1M
Avion Wealth 1.10% Add +8.4% 11,952 $4.1M
NCM Capital Management, LLC 2.30% Reduce -3.3% 11,947 $4.1M
Kelleher Financial Advisors 1.68% Reduce -9.2% 11,759 $4.0M
Southland Equity Partners LLC 1.14% Add +2.9% 11,747 $4.0M
Keybank National Association 0.02% Reduce -1.9% 11,638 $4.0M
KCM Investment Advisors LLC 0.15% No change 11,622 $4.0M
Motiv8 Investments LLC 3.11% Reduce -0.1% 11,622 $4.0M
High Net Worth Advisory Group LLC 1.24% Add +26.3% 11,487 $4.0M
First County Bank 1.93% Reduce -30.2% 11,447 $3.9M
Focus Financial Network, Inc. 0.19% — 11,941 $3.9M
Diversified Trust Co. 0.12% Add +103.6% 11,441 $3.9M
Leavell Investment Management, Inc. 0.23% Reduce -0.3% 11,430 $3.9M
&partners 0.54% Add +35.5% 11,990 $3.9M
Composition Wealth, LLC 0.10% Reduce -2.9% 11,352 $3.9M
Opinicus Capital, Inc. 3.46% Reduce -0.9% 11,329 $3.9M
SOA Wealth Advisors, LLC. 0.80% Add +1.3% 11,186 $3.9M
Tradition Wealth Management, LLC 0.39% Add +1.4% 11,169 $3.8M
Gilliland Jeter Wealth Management LLC 1.34% Add +1.3% 11,164 $3.8M
Evercore Wealth Management, LLC 0.06% Reduce -0.2% 11,098 $3.8M
Wedmont Private Capital 0.28% Add +22.9% 11,136 $3.8M
Family CFO Inc 2.36% No change 11,075 $3.8M
FF Advisors,LLC 2.63% Add +32.7% 11,064 $3.8M
Gradient Capital Advisors, LLC 1.39% Reduce -1.9% 11,008 $3.8M
Apexium Financial, LP 0.29% Add +24.6% 10,940 $3.8M
American Trust 0.31% Reduce -77.0% 10,912 $3.8M
Sage Mountain Advisors LLC 0.39% Add +0.5% 10,875 $3.7M
Councilor Wealth, LLC 1.87% Reduce -12.8% 10,864 $3.7M
NorthStar Asset Management LLC 2.83% Reduce -1.0% 10,855 $3.7M
Quantinno Capital Management LP 0.08% Add +54.6% 10,854 $3.7M
Aspiriant, LLC 0.15% Reduce -0.9% 10,854 $3.7M
Donor Advised Charitable Giving, Inc. 0.12% No change 10,789 $3.7M
Beirne Wealth Consulting Services, LLC 1.57% Add +980.1% 10,779 $3.7M
Coastal Bridge Advisors, LLC 0.85% Add +45.1% 10,730 $3.7M
Smithfield Trust Co 0.19% Reduce -23.5% 10,630 $3.7M
Hanover Advisors Inc. 1.53% Add +33.1% 10,616 $3.7M
Global Financial Private Client, LLC 1.57% Reduce -1.9% 10,578 $3.6M
Altiora Financial Group, LLC 0.98% No change 10,530 $3.6M
Houlihan Financial Resource Group, Ltd. 1.63% Add +0.9% 10,530 $3.6M
Avidian Wealth Enterprises, LLC 0.19% Add +7.4% 10,519 $3.6M
Intrua Financial, LLC 0.56% Reduce -18.9% 10,503 $3.6M
United Bank 0.43% No change 10,476 $3.6M
Blueprint Investment Partners LLC 0.71% Add +3.7% 10,442 $3.6M
Lodestar Private Asset Management LLC 0.51% Add +0.1% 10,430 $3.6M
Tower View Wealth Management LLC 2.09% Add +0.5% 10,378 $3.6M
Hillcrest Wealth Advisors - NY, LLC 1.92% No change 10,300 $3.5M
Titleist Asset Management, LLC 0.62% Add +4.4% 10,297 $3.5M
Hart & Patterson Financial Group LLC 1.75% Reduce -5.5% 10,293 $3.5M
Spectrum Wealth Counsel, LLC 0.43% Reduce -28.3% 10,281 $3.5M
Alexander Labrunerie & Co., Inc. 2.01% — 10,281 $3.5M
St. Louis Trust Co 0.55% No change 10,271 $3.5M
Dorsey & Whitney Trust CO LLC 0.24% Reduce -5.4% 10,246 $3.5M
Probity Advisors, Inc. 0.72% Reduce -1.1% 10,132 $3.5M
Roman Butler Fullerton & Co. 1.31% Add +3.4% 10,707 $3.5M
Zhang Financial LLC 0.26% Reduce -3.6% 10,106 $3.5M
Aspen Wealth Management LLC 1.34% Reduce -1.5% 10,096 $3.5M
Capital Planning LLC 1.13% Add +12.6% 10,062 $3.5M
Riggs Asset Managment Co. Inc. 1.00% Reduce -8.5% 9,993 $3.4M
Whittier Trust Co. of Nevada Inc. 0.10% No change 9,902 $3.4M
Sutton Place Investors LLC 1.68% Add +51.5% 9,888 $3.4M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -0.8% 9,847 $3.4M
Charter Oak Capital Management, LLC 0.36% Reduce -2.3% 9,816 $3.4M
Spreng Capital Management, Inc. 1.82% Add +104.2% 9,791 $3.4M
Uptick Partners, LLC 2.57% Reduce -3.7% 9,780 $3.4M
WESPAC Advisors, LLC 1.95% Add +7.5% 9,746 $3.4M
Plante Moran Financial Advisors, LLC 0.36% Reduce -9.7% 9,723 $3.3M
Kelman-Lazarov, Inc. 0.65% Reduce -3.3% 9,675 $3.3M
Hoge Financial Services, LLC 2.72% Add +10.1% 9,665 $3.3M
GSG Advisors LLC 1.22% Reduce -0.3% 9,669 $3.3M
Norwood Financial Corp 4.77% Reduce -0.7% 9,600 $3.3M
Pacific Financial Group Inc. 2.28% Add +4.2% 9,596 $3.3M
NorthRock Partners, LLC 0.13% Add +9.3% 9,594 $3.3M
BIP Wealth, LLC 0.24% Add +0.6% 9,541 $3.3M
MAS Advisors LLC 3.78% Add +0.1% 9,498 $3.3M
Raab & Moskowitz Asset Management LLC 0.91% Add +12.0% 9,471 $3.3M
Farther Finance Advisors, LLC 0.20% Reduce -11.2% 9,469 $3.3M
Kavar Capital Partners Group, LLC 0.60% Reduce -49.9% 9,463 $3.3M
Nixon Peabody Trust Co. 0.30% Add +4.3% 9,450 $3.3M
Kuhn & Co Investment Counsel 3.06% Add +6.8% 9,447 $3.3M
Capital Investment Advisory Services, LLC 0.35% Add +68.7% 9,445 $3.3M
Pallas Capital Advisors LLC 0.14% Add +100.7% 9,417 $3.2M
Baker Boyer National Bank 1.11% Add +26.4% 9,365 $3.2M
Parallel Advisors, LLC 0.09% Reduce -1.1% 9,307 $3.2M
Glen Eagle Advisors, LLC 0.61% Add +18.1% 9,306 $3.2M
Global Wealth Management Investment Advisory, Inc. 0.78% Reduce -14.4% 9,254 $3.2M
1900 Wealth Management LLC 0.29% Reduce -0.7% 9,238 $3.2M
Prudential PLC 0.03% Reduce -18.3% 9,200 $3.2M
Emergent Wealth Advisors, LLC 2.72% Reduce -29.8% 9,180 $3.2M
Apollon Wealth Management, LLC 0.10% Reduce -22.2% 9,179 $3.2M
Clear Creek Financial Management, LLC 0.40% Reduce -2.4% 9,464 $3.2M
Davidson Trust Co. 1.84% Reduce -4.3% 9,161 $3.2M
Compass Financial Group, INC 0.73% Reduce -1.6% 9,156 $3.2M
Forum Private Client Group LLC 1.51% Reduce -11.7% 9,086 $3.1M
Arcadia Investment Advisors LLC 1.77% Reduce -0.6% 8,994 $3.1M
Motco 0.18% Add +58.8% 8,945 $3.1M
ProVise Management Group, LLC 0.27% Add +0.6% 8,929 $3.1M
Walter & Keenan Wealth Management LLC /in/ 1.01% Reduce -6.0% 8,914 $3.1M
Edge Financial Advisors LLC 2.70% — 8,911 $3.1M
Halpern Financial, Inc. 0.88% Add +10.8% 8,886 $3.0M
Clarity Capital Advisors, LLC 2.42% Add +2.8% 8,815 $3.0M
MGB Wealth Management, LLC 1.23% No change 8,765 $3.0M
Cozad Asset Management Inc. 0.31% Add +1.2% 8,738 $3.0M
Rothschild Investment LLC 0.22% Reduce -6.6% 8,736 $3.0M
Canvas Wealth Advisors, LLC 1.00% Reduce -6.6% 8,996 $3.0M
Elevatus Welath Management 1.17% Add +6.1% 8,650 $3.0M
Advance Capital Management, Inc. 0.21% Add +18.9% 8,605 $3.0M
National Philanthropic Trust 0.06% Reduce -43.8% 8,548 $2.9M
Prudential Financial Inc. 0.00% Reduce -17.4% 8,530 $2.9M
Principal Securities, Inc. 0.09% Add +16.7% 8,453 $2.9M
Ellevest, Inc. 0.18% Add +0.8% 8,428 $2.9M
Transcend Capital Advisors, LLC 0.23% Add +9.5% 8,368 $2.9M
Apeiron RIA LLC 0.83% Add +7.4% 8,361 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +0.4% 8,358 $2.9M
Financial Alternatives, Inc 2.22% No change 8,349 $2.9M
Cumberland Advisors Inc. 1.07% New 8,330 $2.9M
Center for Financial Planning, Inc. 0.43% Add +2.1% 8,321 $2.9M
WINTON GROUP Ltd 0.20% Reduce -42.4% 8,244 $2.8M
Reynders McVeigh Capital Management, LLC 0.16% Reduce -0.5% 8,238 $2.8M
Certus Wealth Management, LLC 2.26% Reduce -16.8% 8,362 $2.8M
TD Waterhouse Canada Inc. 0.02% Reduce -0.7% 7,386 $2.8M
St Germain D J Co. Inc. 0.14% Reduce -5.5% 8,175 $2.8M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -18.6% 8,164 $2.8M
Madison Wealth Partners, Inc 1.01% Reduce -2.4% 8,137 $2.8M
BCS Wealth Management 0.90% No change 8,116 $2.8M
Red Wave Investments LLC 1.04% Reduce -5.2% 8,087 $2.8M
Strategic Wealth Partners Group, LLC 0.31% Reduce -0.2% 8,084 $2.8M
Aureus Asset Management, LLC 0.19% Add +0.0% 8,082 $2.8M
Aspen Grove Capital, LLC 0.79% Add +0.6% 8,068 $2.8M
KMG Fiduciary Partners, LLC 0.29% Reduce -0.8% 8,064 $2.8M
Trust Co of the South 0.64% Add +120.8% 8,053 $2.8M
Compton Wealth Advisory Group, LLC 0.76% Add +1.7% 8,014 $2.8M
West Bancorporation Inc. 1.81% Add +2.2% 7,999 $2.8M
Coastline Trust Co 0.33% New 7,950 $2.7M
Invst, LLC 0.32% Add +13.9% 7,930 $2.7M
Spectrum Asset Management, Inc. (NB/CA) 1.17% Reduce -12.2% 7,919 $2.7M
Prospect Financial Services LLC 2.24% Reduce -0.7% 7,889 $2.7M
Grandview Asset Management LLC 1.23% Add +2.2% 7,882 $2.7M
KFA Private Wealth Group, LLC 0.84% Add +14.9% 7,878 $2.7M
Aaron Wealth Advisors LLC 0.39% Reduce -4.4% 7,859 $2.7M
Wilson & Boucher Capital Management, LLC 2.11% Add +0.8% 7,797 $2.7M
HHM Wealth Advisors, LLC 0.44% Reduce -2.7% 7,774 $2.7M
Evermay Wealth Management LLC 0.40% Reduce -0.2% 7,773 $2.7M
Accurate Wealth Management, LLC 0.78% Reduce -0.5% 8,287 $2.7M
Parsons Capital Management Inc. 0.18% Add +12.4% 7,728 $2.7M
Loomis Sayles & Co. L P 0.00% Reduce -90.3% 7,701 $2.7M
Plancorp, LLC 0.12% Add +8.3% 7,693 $2.6M
Credit Suisse AG/ 0.00% Reduce -9.9% 7,671 $2.6M
Maripau Wealth Management LLC 1.98% Reduce -10.2% 7,661 $2.6M
Outlook Wealth Advisors, LLC 0.81% Add +59.3% 7,619 $2.6M
Covington Investment Advisors Inc. 0.43% Add +2.1% 7,595 $2.6M
Keebeck Wealth Management 0.38% Reduce -1.0% 7,592 $2.6M
Eclectic Associates Inc. 1.18% Reduce -1.4% 7,540 $2.6M
Quadrant Private Wealth Management, LLC 0.66% Reduce -17.4% 7,531 $2.6M
Lloyd Advisory Services, LLC. 0.55% New 7,249 $2.6M
GHP Investment Advisors, Inc. 0.13% Add +1.7% 7,492 $2.6M
Chicago Capital, LLC 0.08% New 7,454 $2.6M
L. Roy Papp & Associates, LLP 0.30% Reduce -1.8% 7,431 $2.6M
Community Bank of Raymore 1.17% Add +75.9% 7,267 $2.5M
Vise Technologies, Inc. 0.49% Add +0.9% 7,258 $2.5M
Ashton Thomas Private Wealth, LLC 0.14% Add +13.8% 7,250 $2.5M
ArchPoint Investors 1.05% New 7,220 $2.5M
Patriot Financial Group Insurance Agency, LLC 0.39% Add +36.7% 7,192 $2.5M
Citadel Advisors 0.00% Reduce -82.0% 7,187 $2.5M
Girard Partners LTD. 0.23% Reduce -2.3% 7,155 $2.5M
Earned Wealth Advisors, LLC 0.94% New 7,146 $2.5M
Guidance Capital, Inc. 0.90% Add +46.4% 7,334 $2.5M
Sapient Capital LLC 0.05% Add +70.9% 7,122 $2.5M
Wellington Management Group LLP 0.00% New 7,121 $2.5M
LifePlan Investment Advisors, Inc. 1.95% Add +96.7% 7,102 $2.4M
Valmark Advisers, Inc. 0.04% Reduce -4.5% 7,089 $2.4M
Brown Brothers Harriman & Co. 0.02% Add +59.6% 7,080 $2.4M
International Assets Investment Management, LLC 0.25% Reduce -4.1% 7,051 $2.4M
Acas, LLC 2.33% Reduce -6.7% 6,996 $2.4M
Fifth Third Wealth Advisors LLC 0.37% Add +12.2% 6,969 $2.4M
BlackRock Inc. 0.00% Reduce -12.7% 6,927 $2.4M
Integrated Advisors Network LLC 0.12% Add +1.1% 6,900 $2.4M
MJP Associates Inc. 0.51% Reduce -7.4% 6,853 $2.4M
Ancora Advisors LLC 0.05% Add +0.9% 6,833 $2.4M
Cassaday & Co Wealth Management LLC 0.08% Add +2.9% 6,826 $2.3M
Ade, LLC 1.57% Reduce -1.4% 6,806 $2.3M
KG Capital Management 0.93% Add +4.7% 6,797 $2.3M
Main Street Financial Solutions, LLC 0.25% Add +38.5% 6,783 $2.3M
Moors & Cabot, Inc. 0.13% Add +37.1% 6,719 $2.3M
Arkos Global Advisors 0.39% Add +99.8% 6,713 $2.3M
MTC Wealth Management LLC 1.06% New 6,689 $2.3M
McAdam, LLC 0.15% Add +20.7% 6,634 $2.3M
Rockwood Wealth Management, LLC 0.29% Add +0.7% 6,631 $2.3M
Continuum Advisory, LLC 0.34% Add +2.2% 6,633 $2.3M
SigFig Wealth Management, LLC 0.08% Reduce -3.0% 6,592 $2.3M
Fenimore Asset Management Inc 0.05% No change 6,581 $2.3M
Walkner Condon Financial Advisors LLC 0.48% Add +16.3% 6,575 $2.3M
Advisor OS, LLC 0.26% Reduce -16.0% 6,555 $2.3M
Ciovacco Capital Management LLC 1.51% Reduce -1.1% 6,543 $2.3M
Blue Zone Wealth Advisors, LLC 0.77% Reduce -2.8% 6,532 $2.2M
Compass Ion Advisors, LLC 0.32% Add +25.0% 6,519 $2.2M
Smith Salley Wealth Management 0.17% Reduce -2.7% 6,515 $2.2M
Evergreen Wealth Management, LLC 1.52% No change 6,509 $2.2M
Ewa, LLC 1.00% Reduce -77.7% 6,462 $2.2M
Obsidian Personal Planning Solutions LLC 1.45% Reduce -7.5% 6,716 $2.2M
Stonebridge Financial Planning Group, LLC 1.17% Reduce -8.0% 6,423 $2.2M
RS Crum Inc. 0.60% Reduce -1.2% 6,415 $2.2M
Accretive Wealth Partners, LLC 0.97% Reduce -2.1% 6,459 $2.2M
Sabal Trust CO 0.13% Add +23.1% 6,342 $2.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Reduce -0.4% 6,319 $2.2M
Summit Investment Advisory Services, LLC 1.28% Add +0.0% 6,306 $2.2M
North Star Asset Management Inc. 0.10% No change 6,296 $2.2M
American Institute for Advanced Investment Management, LLP 1.69% Reduce -0.1% 6,211 $2.1M
Olde Wealth Management, LLC 1.01% Reduce -3.5% 6,235 $2.1M
Prepared Retirement Institute LLC 1.59% Add +1.7% 6,199 $2.1M
Legacy Financial Group LLC 0.43% New 6,173 $2.1M
REDW Wealth LLC 0.57% Add +3.0% 6,154 $2.1M
Cornerstone Advisory, LLC 0.30% Add +30.5% 6,134 $2.1M
MilWealth Group LLC 0.67% Reduce -3.0% 6,130 $2.1M
Sunburst Financial Group, LLC 0.60% No change 6,112 $2.1M
Greenleaf Trust 0.02% Add +2.1% 6,104 $2.1M
Summit Trail Advisors, LLC 0.06% No change 6,067 $2.1M
Marco Investment Management LLC 0.20% No change 6,057 $2.1M
Jordan Park Group LLC 0.13% No change 6,000 $2.1M
Diversified, LLC 0.28% Add +1.7% 5,990 $2.1M
Jackson Hole Capital Partners, LLC 0.47% No change 5,982 $2.1M
City State Bank 0.90% Add +3.2% 5,916 $2.0M
Evanson Asset Management, LLC 0.15% Add +2.8% 5,915 $2.0M
Wiser Advisor Group LLC 3.18% Reduce -3.7% 5,900 $2.0M
Lion Street Advisors, LLC 0.83% No change 6,510 $2.0M
Derbend Asset Management 0.99% Reduce -7.0% 5,836 $2.0M
Robinson Smith Wealth Advisors LLC 1.92% Reduce -21.5% 5,816 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -0.2% 5,801 $2.0M
Thoroughbred Financial Services, LLC 0.19% Reduce -5.0% 5,798 $2.0M
Carl P. Sherr & Co., LLC 1.12% Add +0.2% 5,794 $2.0M
Paragon Private Wealth Management, LLC 1.19% Add +10.1% 5,791 $2.0M
Journey Advisory Group, LLC 0.25% Reduce -5.6% 5,784 $2.0M
Easterly Investment Partners LLC 0.15% Reduce -0.0% 5,755 $2.0M
TFB Advisors LLC 0.72% Add +43.3% 6,021 $2.0M
Argent Trust Co 0.09% Reduce -0.9% 5,748 $2.0M
Wealth Effects LLC 0.73% Add +2.2% 5,720 $2.0M
Gsa Capital Partners LLP 0.16% New 5,700 $2.0M
Strategic Family Wealth Counselors, L.L.C. 0.77% Add +17.5% 5,694 $2.0M
Truefg, LLC 0.72% Reduce -2.8% 5,693 $2.0M
Retirement Income Solutions, Inc. 0.44% Reduce -1.2% 5,681 $2.0M
WNY Asset Management, LLC 0.30% Add +1.0% 5,638 $1.9M
Spinnaker Investment Group, LLC 0.54% Reduce -1.5% 5,630 $1.9M
Goodwin Investment Advisory 0.91% Reduce -11.5% 5,628 $1.9M
Rain Capital Management, LLC 1.29% Reduce -1.2% 5,590 $1.9M
Occidental Asset Management, LLC 0.36% Reduce -33.7% 5,588 $1.9M
United Advisor Group, LLC 0.72% Add +21.2% 5,583 $1.9M
Salem Investment Counselors Inc. 0.06% No change 5,567 $1.9M
Prio Wealth Limited Partnership 0.06% No change 5,566 $1.9M
Bowman & Co S.C. 1.16% Add +0.3% 5,565 $1.9M
SeaCrest Wealth Management, LLC 0.23% Reduce -36.2% 5,562 $1.9M
Marks Group Wealth Management, Inc 0.20% Add +2.1% 5,553 $1.9M
Bordeaux Wealth Advisors LLC 0.63% Add +1.6% 5,524 $1.9M
Pinnacle Bancorp, Inc. 0.56% Reduce -2.6% 5,485 $1.9M
JT Stratford LLC 0.38% Add +2.9% 5,475 $1.9M
Jmac Enterprises LLC 0.35% Add +8.4% 5,472 $1.9M
NorthLanding Financial Partners, LLC 2.05% Reduce -71.7% 5,468 $1.9M
Liberty Wealth Management LLC 0.37% Add +40.4% 5,421 $1.9M
Stone Summit Wealth LLC 0.65% Add +1.2% 5,456 $1.9M
Nicolet Bankshares Inc. 0.39% No change 5,439 $1.9M
First American Trust, FSB 0.19% Add +162.6% 5,386 $1.9M
Sunbelt Securities, Inc. 0.20% Add +0.6% 5,323 $1.8M
Strategic Advocates LLC 0.70% Add +261.7% 5,313 $1.8M
Certuity, LLC 0.16% Reduce -5.0% 5,267 $1.8M
LifeSteps Financial, Inc. 1.37% Reduce -0.3% 5,262 $1.8M
Jane Street Group, LLC 0.00% Add +615.3% 5,250 $1.8M
Triangle Securities Wealth Management 0.51% Reduce -1.7% 5,245 $1.8M
Capital Investment Advisors, LLC 0.04% Add +37.8% 5,228 $1.8M
Carolinas Wealth Consulting LLC 0.35% Reduce -11.2% 5,220 $1.8M
Whitaker-Myers Wealth Managers, LTD. 0.76% Reduce -12.2% 5,215 $1.8M
Taylor Hoffman Wealth Management 0.76% Reduce -1.0% 5,194 $1.8M
Whittier Trust Co. 0.03% No change 5,187 $1.8M
MV Capital Management, Inc. 0.20% No change 5,175 $1.8M
BKM Wealth Management, LLC 0.77% Reduce -2.3% 5,171 $1.8M
Nepc LLC 0.06% New 5,166 $1.8M
Vantage Financial Partners, LLC 0.48% Reduce -2.1% 5,151 $1.8M
Peapack Gladstone Financial Corp. 0.03% Add +7.3% 5,144 $1.8M
Greenhouse Wealth Management, LLC 1.33% Add +0.1% 5,141 $1.8M
Panoramic Investment Advisors, LLC 1.30% Reduce -0.4% 5,123 $1.8M
West Financial Advisors, LLC 0.38% Reduce -11.9% 5,105 $1.8M
Meeder Advisory Services, Inc. 0.18% Reduce -8.6% 5,094 $1.8M
Insigneo Advisory Services, LLC 0.21% Add +0.7% 5,088 $1.8M
Trilogy Capital Inc. 0.10% Reduce -3.0% 5,087 $1.8M
Crestwood Advisors Group, LLC 0.04% Reduce -0.7% 5,085 $1.8M
Graves Light Lenhart Wealth, Inc. 0.20% Reduce -1.1% 5,056 $1.7M
Marquette Asset Management, LLC 0.30% Reduce -0.1% 5,049 $1.7M
Wealthstream Advisors, Inc. 0.66% Add +1.6% 5,048 $1.7M
Crown Wealth Group, LLC 0.90% Reduce -25.2% 5,047 $1.7M
Independent Wealth Network Inc. 0.82% Add +9.4% 5,047 $1.7M
Stephens Consulting, LLC 0.53% Reduce -1.9% 5,040 $1.7M
360 Financial, Inc. 0.67% Add +7.5% 5,025 $1.7M
Rossmore Private Capital 0.23% Reduce -5.4% 5,021 $1.7M
Busey Bank 0.06% Reduce -3.5% 4,994 $1.7M
Clearstead Advisors, LLC 0.08% Add +0.3% 4,979 $1.7M
TAP Consulting, LLC 0.38% Reduce -7.0% 4,973 $1.7M
Covenant Asset Management, LLC 0.42% Reduce -1.9% 4,970 $1.7M
Harbour Capital Advisors, LLC 0.42% Reduce -1.1% 4,996 $1.7M
Forum Financial Management, LP 0.03% Reduce -33.2% 4,956 $1.7M
Sax Wealth Advisors, LLC 0.20% Add +0.0% 4,946 $1.7M
Kaydan Wealth Management, Inc. 0.58% Add +10.9% 4,927 $1.7M
Ballentine Partners, LLC 0.03% No change 4,915 $1.7M
White Knight Strategic Wealth Advisors, LLC 1.76% Reduce -2.8% 4,914 $1.7M
Patten & Patten Inc. 0.12% Add +0.3% 4,896 $1.7M
Staley Capital Advisers Inc. 0.08% Reduce -2.0% 4,880 $1.7M
Almanack Investment Partners, LLC. 0.29% Reduce -0.6% 4,872 $1.7M
Aua Capital Management, LLC 0.96% Add +2.6% 4,859 $1.7M
Fulton Bank, N.A. 0.07% Add +0.8% 4,854 $1.7M
Good Life Advisors, LLC 0.15% Reduce -5.3% 4,847 $1.7M
My Legacy Advisors, LLC 0.56% Reduce -2.5% 4,843 $1.7M
Hanson & Doremus Investment Management 0.29% No change 4,842 $1.7M
Boston Financial Mangement LLC 0.05% Reduce -0.1% 4,817 $1.7M
DT Investment Partners, LLC 0.17% Reduce -0.3% 4,816 $1.7M
Stonebrook Private Inc. 0.48% Add +14.3% 4,813 $1.7M
Cedar Brook Financial Partners, LLC 0.32% Add +1.8% 4,722 $1.6M
Columbia Asset Management 0.33% Add +0.0% 5,209 $1.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.68% Add +68.2% 4,906 $1.6M
Ingalls & Snyder LLC 0.07% Add +6.1% 4,682 $1.6M
Iron Gate Global Advisors LLC 0.29% Add +0.7% 4,666 $1.6M
Evoke Wealth, LLC 0.05% New 4,646 $1.6M
Rollins Financial Advisors, LLC 0.30% Reduce -8.8% 4,615 $1.6M
Strait & Sound Wealth Management LLC 0.89% Reduce -9.8% 4,581 $1.6M
Mission Creek Capital Partners, Inc. 0.41% Reduce -1.7% 4,606 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% New 4,604 $1.6M
Flputnam Investment Management Co. 0.03% Add +0.1% 4,578 $1.6M
Two Sigma Securities, LLC 0.08% New 4,522 $1.6M
Retirement Capital Strategies 0.63% Reduce -21.9% 4,502 $1.5M
Bedel Financial Consulting, Inc. 0.24% Reduce -0.7% 4,497 $1.5M
Asset Dedication, LLC 0.12% Add +0.3% 4,492 $1.5M
Boyd Wealth Management, LLC 0.88% No change 4,451 $1.5M
Park National Corp. 0.06% No change 4,414 $1.5M
Nicholas Hoffman & Company, LLC. 0.08% No change 4,407 $1.5M
Asset Management Group, Inc. 0.23% Add +0.1% 4,402 $1.5M
Adirondack Trust Co. 0.63% No change 4,397 $1.5M
Powell Investment Advisors, LLC 0.80% Add +0.1% 4,396 $1.5M
Pinnacle Associates Ltd. 0.02% Add +8.8% 4,385 $1.5M
Foster Victor Wealth Advisors, LLC 0.14% Reduce -10.4% 4,344 $1.5M
Newman Dignan & Sheerar, Inc. 0.40% Reduce -7.4% 4,362 $1.5M
Gilbert & Cook, Inc. 0.20% New 4,357 $1.5M
Smartleaf Asset Management LLC 0.29% Add +551.7% 4,327 $1.5M
Key Financial Inc 0.38% No change 4,289 $1.5M
North Ridge Wealth Advisors, Inc. 1.14% No change 4,287 $1.5M
Investments & Financial Planning, LLC 1.01% Reduce -5.7% 4,277 $1.5M
Goldstein Advisors, LLC 0.25% Reduce -1.3% 4,272 $1.5M
Barnes Pettey Financial Advisors, LLC 1.27% Reduce -64.5% 4,260 $1.5M
Heritage Financial Services, LLC 0.22% Reduce -2.4% 4,255 $1.5M
Icon Wealth Advisors, LLC 0.14% No change 4,251 $1.5M
PGIM Custom Harvest LLC 0.04% Add +20.4% 4,247 $1.5M
Alta Wealth Advisors LLC 0.74% Add +1.1% 4,230 $1.5M
Compass Advisory Group LLC 0.64% Add +2.9% 4,204 $1.4M
Fusion Family Wealth, LLC 0.15% Add +8.9% 4,199 $1.4M
Country Club Bank 0.10% No change 4,177 $1.4M
Retirement Planning Co of New England, Inc. 0.79% Reduce -0.8% 4,175 $1.4M
Yelin Lapidot Holdings Management Ltd. 0.30% Reduce -45.6% 4,175 $1.4M
Founders Financial Alliance, LLC 0.43% Add +96.9% 4,147 $1.4M
Burney Co./ 0.05% Reduce -0.1% 4,130 $1.4M
Jeppson Wealth Management, LLC 0.55% Add +0.1% 4,116 $1.4M
Cedar Wealth Management, LLC 0.46% Add +0.6% 4,100 $1.4M
OneAscent Financial Services LLC 0.16% Add +25.0% 4,082 $1.4M
Pecaut & Co. 0.52% Reduce -10.3% 4,080 $1.4M
Jefferies Financial Group Inc. 0.03% Reduce -10.2% 4,072 $1.4M
Vertex Planning Partners, LLC 0.39% Add +0.9% 4,069 $1.4M
Fortis Group Advisors, LLC 0.26% Add +34.4% 4,066 $1.4M
Camelot Portfolios, LLC 1.33% Reduce -21.9% 3,960 $1.4M
CRA Financial Services, LLC 0.30% Reduce -8.6% 3,959 $1.4M
Southern Capital Advisors, LLC 0.83% Add +0.7% 3,952 $1.4M
Cherry Tree Wealth Management, LLC 0.34% Reduce -2.7% 3,912 $1.3M
Northwest Capital Management Inc 0.43% No change 3,909 $1.3M
Kelly Financial Services LLC 0.51% Reduce -9.0% 3,899 $1.3M
Lane & Associates LLC 0.84% Add +0.1% 3,892 $1.3M
Kingfisher Capital LLC 0.32% Add +0.1% 3,886 $1.3M
Providence Capital Advisors, LLC 0.29% Add +1.3% 3,882 $1.3M
Northwest Bancshares, Inc. 0.21% Reduce -7.7% 3,879 $1.3M
Saiph Capital, LLC 0.62% Reduce -0.2% 3,877 $1.3M
Blue Trust, Inc. 0.02% Reduce -14.0% 3,871 $1.3M
Stonegate Investment Group, LLC 0.04% Add +9.0% 3,863 $1.3M
Tandem Capital Management Corp. 0.75% Add +8.4% 3,863 $1.3M
NFSG Corp 0.58% Add +19.6% 3,860 $1.3M
Wrapmanager Inc. 0.37% Reduce -1.7% 3,841 $1.3M
First Citizens Bank & Trust Co. 0.03% Add +71.1% 3,834 $1.3M
Moseley Investment Management Inc. 0.65% Add +4.1% 3,825 $1.3M
Edgestream Partners, L.P. 0.07% Add +134.9% 3,824 $1.3M
Security National Bank of So Dak 0.79% Reduce -10.4% 3,818 $1.3M
Arq Wealth Advisors, LLC 0.57% No change 3,812 $1.3M
PAX Financial Group, LLC 0.26% Reduce -1.0% 3,800 $1.3M
Anchor Investment Management, LLC 0.14% Add +58.6% 3,794 $1.3M
Next Level Private LLC 0.60% Add +0.0% 3,784 $1.3M
Mogy Joel R Investment Counsel Inc. 0.09% No change 3,780 $1.3M
Advocate Group LLC 0.26% No change 3,765 $1.3M
Cibc World Market Inc. 0.00% Reduce -14.0% 3,725 $1.3M
Traction Financial Partners, LLC 0.99% Add +15.2% 3,698 $1.3M
Embree Financial Group 0.25% Reduce -4.8% 3,688 $1.3M
Keel Point, LLC 0.13% Reduce -3.7% 3,681 $1.3M
Sonoma Private Wealth LLC 2.03% Reduce -5.4% 3,674 $1.3M
Twin Lakes Capital Management, LLC 0.85% Add +0.1% 3,665 $1.3M
World Equity Group, Inc. 0.26% Add +8.7% 3,656 $1.3M
SkyOak Wealth, LLC 0.30% Reduce -7.1% 3,655 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +10.5% 3,650 $1.3M
Sterling Wealth Management, Inc. 0.63% Add +0.1% 3,649 $1.3M
Diversify Advisory Services, LLC 0.07% — 3,645 $1.3M
RTD Financial Advisors, Inc. 0.17% Reduce -12.8% 3,643 $1.3M
Provenance Wealth Advisors, LLC 0.18% No change 3,641 $1.3M
Trinity Financial Advisors LLC 0.56% Add +14.2% 3,636 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -10.3% 3,630 $1.2M
Harbor Group, Inc. 0.33% Reduce -8.4% 3,608 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -28.3% 3,606 $1.2M
Private Trust Co. NA 0.13% Reduce -9.9% 3,600 $1.2M
Curtis Advisory Group, LLC 0.48% Add +6.1% 3,589 $1.2M
KilterHowling LLC 0.87% Add +0.1% 3,584 $1.2M
Hardy Reed LLC 0.15% No change 3,580 $1.2M
Portfolio Strategies, Inc. 0.08% New 3,580 $1.2M
Semus Wealth Partners LLC 1.04% Reduce -53.8% 3,578 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.50% Add +0.1% 3,573 $1.2M
Sugarloaf Wealth Management, LLC 0.25% Add +6.2% 3,540 $1.2M
Meritage Portfolio Management 0.08% Reduce -0.3% 3,540 $1.2M
RVW Wealth, LLC 0.13% Reduce -5.0% 3,536 $1.2M
Arrow Investment Advisors, LLC 1.04% Reduce -16.6% 3,534 $1.2M
Alpha Cubed Investments, LLC 0.06% Reduce -41.5% 3,522 $1.2M
Ziegler Capital Management, LLC 0.05% Reduce -88.5% 3,521 $1.2M
Hilltop National Bank 0.41% — 3,520 $1.2M
Viawealth, LLC 0.76% Reduce -7.7% 3,519 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -96.0% 3,517 $1.2M
Octavia Wealth Advisors, LLC 0.18% Reduce -94.0% 3,515 $1.2M
Aspire Wealth Management Corp 0.73% Reduce -3.3% 3,508 $1.2M
Oakworth Capital, Inc. 0.09% Add +266.3% 3,498 $1.2M
Hoxton Planning & Management, LLC 0.58% Reduce -5.0% 3,495 $1.2M
First National Bank Sioux Falls 0.65% Reduce -0.1% 3,475 $1.2M
Rockbridge Investment Management, LCC 0.18% Reduce -4.1% 3,471 $1.2M
Fort Sheridan Advisors LLC 0.22% Reduce -2.4% 3,446 $1.2M
Mayflower Financial Advisors, LLC 0.20% Add +2.4% 3,446 $1.2M
Lantz Financial LLC 0.38% No change 3,444 $1.2M
Deutsche Bank AG 0.00% Reduce -12.1% 3,387 $1.2M
Shepherd Kaplan Krochuk, LLC 0.92% Add +0.1% 3,361 $1.2M
Flagship Private Wealth, LLC 0.74% Add +3.1% 3,342 $1.2M
Sfm, LLC 0.88% Reduce -15.0% 3,338 $1.1M
Boston Trust Walden Corp 0.01% No change 3,334 $1.1M
Stock Yards Bank & Trust Co. 0.04% Add +46.6% 3,329 $1.1M
Guyasuta Investment Advisors Inc. 0.08% No change 3,680 $1.1M
Circle Wealth Management, LLC 0.03% No change 3,321 $1.1M
Private Capital Management LLC 0.25% Add +5.4% 3,308 $1.1M
Allegheny Financial Group 0.35% Reduce -15.2% 3,302 $1.1M
Westmount Partners, LLC 0.41% Reduce -0.8% 3,292 $1.1M
LifePro Asset Management 0.75% Reduce -37.5% 3,282 $1.1M
Level Financial Advisors 0.51% Add +31.0% 3,276 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.33% Reduce -18.8% 3,267 $1.1M
CPA Asset Management Group, LLC 0.63% Add +13.6% 3,267 $1.1M
HBW Advisory Services LLC 0.21% No change 3,591 $1.1M
Creekmur Asset Management LLC 0.38% Reduce -6.1% 3,236 $1.1M
Eldridge Investment Advisors, Inc. 0.29% No change 3,233 $1.1M
Fort Pitt Capital Group, LLC 0.03% Reduce -3.9% 3,216 $1.1M
Quadrant Capital Group LLC 0.09% No change 3,193 $1.1M
Patriot Investment Management Group, Inc. 0.09% No change 3,177 $1.1M
Endowment Wealth Management, Inc. 0.82% Add +161.1% 3,172 $1.1M
Caldwell Trust Co 0.13% Reduce -8.7% 3,172 $1.1M
Alpha Omega Wealth Management LLC 0.20% Reduce -4.1% 3,166 $1.1M
Rathbones Group PLC 0.01% No change 3,163 $1.1M
Sandy Cove Advisors, LLC 0.50% Add +0.1% 3,158 $1.1M
Grey Street Capital, LLC 0.15% Add +0.1% 3,157 $1.1M
Ruggaard & Associates LLC 0.52% Add +7.7% 3,148 $1.1M
CVA Family Office, LLC 0.19% Reduce -0.1% 3,148 $1.1M
Synergy Asset Management, LLC 0.18% Add +22.1% 3,146 $1.1M
TBH Global Asset Management, LLC 0.22% Reduce -16.9% 3,143 $1.1M
Swmg, LLC 0.49% Reduce -10.2% 3,139 $1.1M
Caldwell Sutter Capital, Inc. 0.52% Reduce -3.0% 3,136 $1.1M
Breakwater Investment Management 0.49% — 3,108 $1.1M
HF Advisory Group, LLC 0.60% Add +1.3% 3,102 $1.1M
Cooper Financial Group 0.18% Add +14.6% 3,097 $1.1M
Quadcap Wealth Management, LLC 0.24% Add +0.2% 3,093 $1.1M
Detalus Advisors, LLC 0.38% No change 3,071 $1.1M
New England Private Wealth Advisors LLC 0.19% Add +0.1% 3,069 $1.1M
RKL Wealth Management LLC 0.10% Add +2.5% 3,056 $1.1M
Americana Partners, LLC 0.09% No change 3,049 $1.0M
Matrix Asset Advisors Inc. 0.13% No change 3,049 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -8.0% 3,045 $1.0M
Accel Wealth Management 0.44% Add +27.8% 3,031 $1.0M
FinTrust Capital Advisors, LLC 0.20% Reduce -0.1% 3,030 $1.0M
Mb, Levis & Associates, LLC 0.55% Add +0.1% 2,994 $1.0M
LRI Investments, LLC 0.26% — 2,989 $1.0M
RHS Financial, LLC 0.60% Reduce -6.9% 2,975 $1.0M
Waterfront Wealth Inc. 0.28% Reduce -10.7% 3,059 $1.0M
Klingman & Associates, LLC 0.07% Add +5.0% 2,947 $1.0M
InterOcean Capital Group, LLC 0.02% Reduce -3.6% 2,943 $1.0M
WBH Advisory Inc. 0.10% No change 2,936 $1.0M
Kingswood Wealth Advisors, LLC 0.12% Add +26.0% 2,933 $1.0M
Farmers & Merchants Investments Inc. 0.03% No change 2,921 $1.0M
T. Rowe Price Associates Inc. 0.00% No change 2,888 $995K
Tidal Investments LLC 0.02% Add +204.2% 2,890 $995K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +1.7% 2,882 $992K
Aprio Wealth Management, LLC 0.19% Add +1.8% 2,880 $991K
Linscomb Wealth, Inc. 0.05% Reduce -3.3% 2,854 $982K
Breakwater Capital Group 0.25% Add +4.9% 2,849 $981K
Lincoln Capital LLC 0.22% Add +0.7% 2,847 $980K
Cornell Pochily Investment Advisors, Inc. 0.39% Add +0.3% 2,836 $976K
X-Square Capital, LLC 0.46% Add +211.3% 2,960 $976K
Verus Capital Partners, LLC 0.11% Reduce -6.3% 2,830 $974K
Tectonic Advisors LLC 0.07% Reduce -0.3% 2,829 $974K
Marion Wealth Management 0.29% No change 2,825 $972K
Warwick Investment Management, Inc. 0.23% Add +327.9% 2,820 $971K
Summit Financial Strategies, Inc. 0.13% Add +0.1% 2,805 $965K
Northstar Advisory Group, LLC 0.58% Reduce -2.8% 2,797 $962K
Wealthquest Corp 0.10% Reduce -0.2% 2,792 $961K
Trademark Financial Management, LLC 0.80% Reduce -10.1% 2,790 $960K
9258 Wealth Management, LLC 0.15% Add +1.4% 2,787 $959K
Haverford Trust Co 0.01% Reduce -11.7% 2,783 $958K
Raleigh Capital Management Inc. 0.41% Reduce -3.0% 2,769 $953K
Cohen Investment Advisors LLC 0.62% Reduce -2.3% 2,766 $952K
LPWM LLC 0.35% Add +2.1% 2,792 $952K
Eudaimonia Partners, LLC 0.23% Reduce -1.2% 2,764 $952K
Operose Advisors LLC 0.32% Reduce -24.3% 2,763 $951K
Pure Financial Advisors, LLC 0.03% Reduce -4.4% 2,756 $949K
WealthCare Investment Partners, LLC 0.46% Add +3.3% 2,754 $948K
Sonora Investment Management Group, LLC 0.07% Reduce -3.5% 2,749 $946K
Sierra Summit Advisors LLC 0.26% Reduce -6.8% 2,745 $945K
Atlantic Edge Private Wealth Management, LLC 0.32% Reduce -23.0% 2,740 $943K
McNamara Financial Services, Inc. 0.20% Reduce -6.8% 2,730 $940K
Wesbanco Bank Inc. 0.04% Add +0.6% 2,726 $938K
Urban Financial Advisory Corp 0.58% Add +0.1% 2,721 $937K
Shepherd Financial Partners LLC 0.12% Add +5.8% 2,717 $935K
Valley National Advisers Inc. 0.14% No change 2,713 $933K
Aviso Wealth Management 0.59% No change 2,702 $930K
Zacks Investment Management 0.01% Add +3.7% 2,700 $929K
NorthCrest Asset Manangement, LLC 0.03% Add +2.8% 2,670 $919K
Frank, Rimerman Advisors LLC 0.18% No change 2,668 $918K
Noesis Capital Mangement Corp. 0.20% Reduce -3.5% 2,664 $917K
Coulter & Justus Financial Services, LLC 0.20% New 2,664 $917K
Tenon Financial LLC 0.77% — 2,661 $916K
Collective Family Office LLC 0.30% Reduce -15.8% 2,650 $912K
FineMark National Bank & Trust 0.03% Add +33.9% 2,643 $910K
Alley Investment Management Company, LLC 0.13% Add +12.0% 2,642 $910K
Sheaff Brock Investment Advisors, LLC 0.07% Add +3.9% 2,641 $909K
Tsfg, LLC 0.23% Reduce -1.6% 2,630 $905K
Glenview Trust Co 0.02% Reduce -5.7% 2,626 $904K
Thomasville National Bank 0.07% Reduce -7.2% 2,618 $901K
Farmers National Bank 0.27% Reduce -5.0% 2,614 $900K
Bank of New Hampshire 0.24% Add +1.6% 2,603 $896K
Carmichael Hill & Associates, Inc. 0.37% No change 2,602 $896K
Claro Advisors Inc. 0.16% Add +0.0% 2,600 $895K
Chapin Davis, Inc. 0.33% Add +26.2% 2,599 $895K
Conservest Capital Advisors, Inc. 0.09% No change 2,597 $894K
Bremer Bank National Association 0.17% No change 2,597 $894K
EPG Wealth Management LLC 0.22% Reduce -8.8% 2,584 $889K
Bridgewealth Advisory Group, LLC 0.43% Reduce -31.5% 2,570 $885K
First Manhattan Co. Llc. 0.00% Reduce -5.0% 2,557 $882K
Wintrust Investments LLC 0.08% Add +39.4% 2,549 $877K
TrueWealth Advisors, LLC 0.34% Reduce -7.4% 2,534 $872K
Libra Wealth LLC 0.38% Reduce -8.8% 2,534 $872K
XML Financial, LLC 0.09% Add +21.4% 2,531 $871K
LaFleur & Godfrey LLC 0.13% Add +46.7% 2,529 $871K
Focused Wealth Management, Inc 0.14% Add +0.1% 2,525 $869K
SteelPeak Wealth, LLC 0.04% No change 2,524 $869K
Wealth Advisors of Iowa, LLC 0.53% Add +0.0% 2,519 $867K
180 Wealth Advisors, LLC 0.16% Add +4.1% 2,507 $863K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -8.0% 2,505 $862K
Cosner Financial Group, LLC 0.62% Add +0.2% 2,503 $862K
Winthrop Advisory Group LLC 0.12% Add +8.0% 2,495 $859K
Bouchey Financial Group, Ltd. 0.08% No change 2,491 $857K
Legacy Advisors, LLC 0.11% Add +283.2% 2,487 $856K
NorthCoast Asset Management LLC 0.01% Add +125.9% 2,485 $855K
Stablepoint Partners, LLC 0.17% Add +10.3% 2,485 $855K
First Commonwealth Financial Corp 0.23% Reduce -53.2% 2,483 $855K
Alaska Wealth Advisors, LLC 0.13% Reduce -4.3% 2,476 $852K
Avantax Planning Partners, Inc. 0.03% Add +38.7% 2,471 $851K
Farmers Trust Co. 0.17% Add +20.3% 2,466 $849K
Old National Bancorp 0.02% Add +1.6% 2,465 $848K
Twin City Private Wealth, LLC 0.84% — 2,465 $848K
PDS Planning, Inc 0.09% Add +2.7% 2,460 $847K
Absolute Capital Management, LLC 0.54% Add +4.6% 2,454 $845K
Baker Avenue Asset Management, LP 0.03% Reduce -7.1% 2,452 $844K
Trust Co. of Vermont 0.05% Reduce -5.3% 2,448 $843K
Navalign, LLC 0.28% Reduce -2.9% 2,445 $842K
Herold Advisors, Inc. 0.20% Reduce -0.7% 2,441 $840K
Talisman Wealth Advisors LLC 1.06% Add +0.1% 2,440 $840K
Private Advisory Group LLC 0.12% Add +0.5% 2,437 $839K
Executive Wealth Management, LLC 0.07% Reduce -4.3% 2,431 $837K
Financial Gravity Asset Management, Inc. 0.24% No change 2,689 $836K
Tocqueville Asset Management L.P. 0.01% No change 2,409 $829K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +1.9% 2,533 $825K
Athena Investment Management 0.49% No change 2,394 $824K
Madden Advisory Services, Inc. 0.43% Reduce -0.2% 2,394 $824K
Beacon Financial Advisory LLC 0.40% Reduce -4.8% 2,392 $823K
Hilltop Wealth Advisors, LLC 0.42% Reduce -15.2% 2,381 $820K
Prosperity Consulting Group, LLC 0.10% Add +11.6% 2,381 $820K
Evolution Wealth Advisors, LLC 0.16% Reduce -3.0% 2,380 $819K
Brown Miller Wealth Management, LLC 0.36% Add +5.1% 2,368 $815K
Silver Oak Securities, Incorporated 0.12% Reduce -73.1% 2,359 $812K
Investmark Advisory Group LLC 0.45% Add +0.3% 2,358 $812K
Mainstay Capital Management LLC 0.15% No change 2,350 $809K
Grant/GrossMendelsohn, LLC 0.37% Add +0.1% 2,348 $805K
Tanglewood Legacy Advisors, LLC 0.40% No change 2,335 $804K
Cypress Point Wealth Management, LLC 0.41% No change 2,333 $803K
Willner & Heller, LLC 0.80% Reduce -2.5% 2,324 $800K
Richard W. Paul & Associates, LLC 0.31% Reduce -6.7% 2,285 $787K
Patton Albertson Miller Group, LLC 0.12% Reduce -0.1% 2,281 $785K
Headinvest, LLC 0.15% No change 2,280 $785K
Annex Advisory Services, LLC 0.03% Add +9.7% 2,275 $783K
Summit Wealth Partners, LLC 0.17% Reduce -3.2% 2,270 $781K
Archer Investment Corp 0.23% Reduce -0.8% 2,253 $775K
Burkett Financial Services, LLC 0.40% Reduce -5.8% 2,251 $775K
Wealth Architects, LLC 0.10% Add +0.0% 2,251 $775K
Graypoint LLC 0.06% No change 2,249 $774K
Carret Asset Management, LLC 0.09% Add +0.9% 2,245 $773K
Black Swift Group, LLC 0.20% No change 2,244 $772K
Intellectus Partners, LLC 0.20% No change 2,240 $771K
Daymark Wealth Partners, LLC 0.04% Add +1.2% 2,238 $770K
Myecfo, LLC 0.45% No change 2,236 $770K
TCI Wealth Advisors, Inc. 0.08% Reduce -7.7% 2,232 $768K
Guardian Wealth Advisors, LLC / NC 0.09% Add +74.0% 2,232 $768K
Davis R M Inc. 0.02% Reduce -7.5% 2,226 $766K
First Command Advisory Services, Inc. 0.01% Reduce -8.2% 2,224 $762K
Coppell Advisory Solutions Corp. 0.14% — 2,214 $762K
Sage Financial Management Group, Inc. 0.36% No change 2,210 $761K
Idaho Trust Co 0.73% Reduce -79.1% 2,207 $760K
Fingerlakes Wealth Management, Inc. 0.73% Add +0.1% 2,207 $760K
First International Bank & Trust 0.26% Reduce -0.7% 2,206 $759K
Colonial River Investments, LLC 0.43% Reduce -1.6% 2,202 $758K
FRG Family Wealth Advisors LLC 0.15% No change 2,298 $758K
Shelton Capital Management 0.02% Reduce -12.0% 2,200 $757K
Indiana Trust & Investment Management Co 0.30% No change 2,197 $756K
Towercrest Capital Management 0.13% No change 2,191 $754K
Wolf Group Capital Advisors 0.36% No change 2,663 $754K
Cedar Mountain Advisors, LLC 0.19% Add +9.9% 2,188 $753K
Redwood Financial Network Corp 0.65% Reduce -5.7% 2,181 $751K
CIC Wealth, LLC 0.22% Add +104.0% 2,181 $751K
Long Island Wealth Management, Inc. 0.52% Add +0.1% 2,158 $743K
Cynosure Group, LLC 0.13% Add +0.1% 2,157 $742K
IFG Advisors, LLC 0.19% Add +0.1% 2,145 $738K
BOS Asset Management, LLC 0.39% No change 2,143 $738K
McLean Asset Management Corp 0.25% Reduce -0.1% 2,150 $737K
First National Trust Co 0.03% No change 2,139 $736K
Apella Capital, LLC 0.04% Reduce -3.7% 2,146 $736K
WP Advisors, LLC 0.24% Reduce -2.0% 2,135 $735K
CWA Asset Management Group, LLC 0.04% Add +38.7% 2,122 $730K
Wealth Dimensions Group, Ltd. 0.22% Add +0.2% 2,119 $729K
Pacific Sun Financial Corp 0.42% Add +0.6% 2,104 $724K
Welch Group, LLC 0.04% Add +61.6% 2,104 $724K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.2% 2,104 $724K
DiNuzzo Private Wealth, Inc. 0.10% No change 2,102 $724K
Shayne & Jacobs, LLC 0.20% No change 2,100 $723K
W Advisors, LLC 0.50% Reduce -6.4% 2,099 $722K
Northwest Wealth Management, LLC 0.20% Reduce -0.8% 2,093 $721K
Syverson Strege & Co 0.26% Add +9.8% 2,090 $719K
Boyd Watterson Asset Management LLC 0.26% No change 2,089 $719K
CGC Financial Services, LLC 0.38% Add +5.5% 2,083 $717K
First Foundation Advisors 0.03% Reduce -25.8% 2,074 $714K
Capital Asset Advisory Services LLC 0.04% Add +5.5% 2,083 $714K
Clark Capital Management Group, Inc. 0.01% Add +33.3% 2,065 $711K
Apollon Financial, LLC 0.25% Reduce -3.7% 2,064 $710K
FSA Advisors, Inc. 0.76% Reduce -13.7% 2,058 $708K
One Wealth Advisors, LLC 0.12% No change 2,058 $708K
Petra Financial Advisors Inc. 0.52% No change 2,217 $708K
Berkshire Asset Management LLC 0.04% No change 2,044 $704K
Fairhaven Wealth Management, LLC 0.24% Add +5.1% 2,037 $701K
Windsor Capital Management, LLC 0.22% Add +0.1% 2,030 $699K
WASHINGTON TRUST Co 0.03% Add +22.3% 2,029 $698K
Atlantic Union Bankshares Corp 0.06% Reduce -4.5% 2,023 $696K
Round Rock Advisors LLC 0.17% Reduce -30.2% 2,022 $696K
Hemington Wealth Management 0.25% No change 2,014 $694K
Meridian Wealth Advisors, LLC 0.13% No change 2,016 $694K
GFG Capital, LLC 0.18% Reduce -11.1% 2,010 $692K
Horizon Investment Services, LLC 0.34% Reduce -16.9% 2,009 $692K
Waller Financial Planning Group, Inc. 0.18% No change 2,002 $689K
Northwest Investment Counselors, LLC 0.17% Add +0.1% 2,001 $689K
Money Concepts Capital Corp. 0.06% Add +10.6% 2,001 $689K
L & S Advisors Inc 0.09% No change 1,997 $687K
Select Asset Management & Trust 0.29% Reduce -93.2% 1,997 $687K
Institutional & Family Asset Management, LLC 0.11% Reduce -7.2% 1,987 $684K
Wealth Management Partners, LLC 0.35% Reduce -5.0% 1,984 $683K
Benjamin F. Edwards & Company, Inc. 0.01% Add +3.4% 1,980 $681K
Shared Vision Wealth Group LLC 0.43% No change 1,978 $681K
GenTrust, LLC 0.04% No change 1,977 $680K
Ally Invest Advisors Inc. 0.07% Add +0.4% 1,972 $679K
Arrowroot Family Office, LLC 0.43% Add +10.2% 1,971 $678K
TruWealth Advisors, LLC 0.05% Reduce -3.3% 1,970 $678K
Gradient Investments LLC 0.02% Add +24.2% 1,955 $673K
Orgel Wealth Management, LLC 0.02% Reduce -3.1% 1,938 $667K
Beam Wealth Advisors, Inc. 0.40% Reduce -13.5% 1,935 $666K
Single Point Partners, LLC 0.15% Reduce -1.3% 1,936 $666K
AMG National Trust Bank 0.02% Add +0.1% 1,929 $664K
Root Financial Partners, LLC 0.20% Add +145.0% 1,923 $662K
SFG Wealth Management, LLC. 0.39% No change 1,920 $661K
Unique Wealth Strategies, LLC 0.32% Reduce -34.4% 1,917 $660K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Add +11.4% 1,902 $658K
LJI Wealth Management, LLC 0.17% No change 1,908 $657K
Sanctuary Wealth Management, L.L.C. 0.53% New 1,907 $656K
Phoenix Wealth Advisors 0.40% Reduce -9.1% 1,906 $656K
S.A. Mason LLC 0.39% No change 1,901 $654K
GAMMA Investing LLC 0.13% Reduce -0.3% 1,896 $653K
First Bancorp, Inc 0.49% Reduce -3.0% 1,893 $652K
Alliance Wealth Management Group 0.19% No change 1,891 $651K
BBR Partners, LLC 0.05% Add +57.2% 1,886 $649K
Gries Financial LLC 0.11% Add +41.9% 1,883 $648K
Clarity Financial LLC 0.10% No change 1,881 $648K
Cornerstone Advisors Asset Management, LLC 0.23% Reduce -13.3% 1,881 $647K
Atlantic Private Wealth, LLC 0.54% Reduce -20.8% 1,880 $647K
Maltin Wealth Management, Inc. 0.36% Add +0.1% 1,879 $647K
RDA Financial Network 0.22% Add +6.7% 1,874 $645K
AAF Wealth Management, LLC 0.36% Reduce -2.8% 1,866 $642K
KPP Advisory Services LLC 0.17% Add +8.6% 1,851 $637K
Full Sail Capital, LLC 0.04% Add +16.5% 1,846 $635K
German American Bancorp, Inc. 0.08% Reduce -0.3% 1,838 $633K
Valued Retirements, Inc. 1.01% Add +0.2% 1,836 $632K
Silver Coast Investments LLC 0.26% New 1,829 $630K
Elwood & Goetz Wealth Advisory Group, LLC 0.15% No change 1,827 $629K
New Perspectives, Inc 0.35% — 1,819 $626K
Thompson Davis & Co., Inc. 0.42% Add +2.6% 1,810 $623K
Shira Ridge Wealth Management 0.35% Reduce -0.3% 1,800 $620K
Narwhal Capital Management 0.06% No change 1,800 $620K
Dynamic Wealth Strategies, LLC 0.53% No change 1,794 $617K
Ullmann Wealth Partners Group, LLC 0.09% Add +19.8% 1,792 $617K
SpiderRock Advisors, LLC 0.02% — 1,803 $615K
Harmony Asset Management LLC 0.25% Add +84.7% 1,786 $615K
Country Trust Bank 0.02% Add +0.1% 1,782 $613K
Means Investment Co., Inc. 0.08% Add +11.9% 1,781 $613K
DLK Investment Management, LLC 0.26% Reduce -2.5% 1,780 $613K
Pekin Hardy Strauss, Inc. 0.08% Add +12.7% 1,778 $612K
Next Capital Management LLC 0.25% Reduce -3.0% 1,772 $610K
MKT Advisors LLC 0.33% Reduce -2.3% 1,780 $607K
TRUE Private Wealth Advisors 0.07% Reduce -14.0% 1,763 $607K
Fortis Capital Advisors, LLC 0.25% Add +33.1% 1,759 $605K
Beese Fulmer Investment Management, Inc. 0.06% Add +4.2% 1,755 $604K
Vision Capital Management, Inc. 0.09% No change 1,751 $603K
Strategic Wealth Partners, Ltd. 0.07% Reduce -18.6% 1,744 $600K
Seneca Financial Advisors LLC 0.32% No change 1,734 $597K
Johnson Financial Group, Inc. 0.03% Reduce -33.9% 1,731 $596K
Fi3 FINANCIAL ADVISORS, LLC 0.27% Add +0.3% 1,757 $596K
Mason Investment Advisory Services, Inc. 0.04% Reduce -10.9% 1,727 $594K
Flower City Capital 0.39% No change 1,724 $593K
Petredis Investment Advisors LLC 0.07% Add +0.5% 1,723 $593K
YHB Investment Advisors, Inc. 0.05% Add +5.5% 1,723 $593K
Winslow Capital Management, LLC 0.00% Reduce -7.7% 1,723 $593K
Crescent Grove Advisors, LLC 0.06% Add +23.1% 1,721 $592K
First Trust Direct Indexing L.P. 0.04% Add +156.7% 1,720 $592K
Peoples Financial Services Corp. 0.26% No change 1,720 $592K
Sfmg, LLC 0.05% Add +0.1% 1,719 $592K
Fiduciary Group, LLC 0.06% No change 1,718 $591K
King Wealth Management Group 0.10% No change 1,718 $591K
Sterling Financial Planning, Inc. 0.24% Reduce -5.4% 1,712 $589K
Alpha Financial Partners LLC 0.54% Reduce -0.7% 1,708 $588K
Elevation Point Wealth Partners, LLC 0.04% Add +3.7% 1,691 $582K
Eudaimonia Advisors LLC 0.31% Add +6.0% 1,690 $582K
AF Advisors, Inc. 0.13% Add +3.1% 1,685 $580K
Freestone Capital Holdings, LLC 0.02% Add +38.9% 1,684 $580K
Rather & Kittrell, Inc. 0.17% Add +72.4% 1,679 $578K
Catalina Capital Group, LLC 0.25% Add +29.8% 1,674 $576K
Tyler-Stone Wealth Management 0.26% Add +2.8% 1,673 $576K
Ti-Trust, Inc. 0.42% No change 1,664 $573K
Strategic Financial Services, Inc. 0.04% No change 1,663 $572K
Wallace Advisory Group, LLC 0.43% New 1,840 $572K
Independence Bank of Kentucky 0.17% Reduce -0.8% 1,655 $570K
Cambridge Trust Co. 0.02% No change 1,655 $570K
Eagle Bay Advisors LLC 0.36% Add +9.9% 1,647 $567K
Traynor Capital Management, Inc. 0.05% Reduce -12.4% 1,645 $566K
Park Place Capital Corp 0.20% Reduce -12.8% 1,643 $565K
Jaffetilchin Investment Partners, LLC 0.05% Add +27.2% 1,640 $565K
Jacobi Capital Management LLC 0.05% Reduce -17.5% 1,638 $564K
Congress Asset Management Co. 0.00% Reduce -2.6% 1,632 $562K
Colonial Trust Advisors 0.06% Reduce -6.3% 1,631 $561K
Independent Advisor Alliance 0.02% Reduce -52.5% 1,631 $561K
FAS Wealth Partners, Inc. 0.05% Add +77.4% 1,630 $561K
Holderness Investments Co. 0.14% Reduce -2.5% 1,623 $559K
Stewart & Patten Co. LLC 0.08% No change 1,618 $557K
Oxford Financial Group, LTD. LLC 0.04% Add +76.3% 1,617 $557K
Channel Wealth LLC 0.22% Add +1.6% 1,613 $555K
CFO4Life Group, LLC 0.10% Add +13.5% 1,612 $555K
Wealthstar Advisors, LLC 0.19% Reduce -1.8% 1,612 $555K
Denver Wealth Management, Inc. 0.28% Reduce -15.8% 1,606 $553K
Colonial Trust Co / SC 0.10% Reduce -5.5% 1,605 $552K
Center For Asset Management LLC 0.45% Reduce -9.2% 1,602 $551K
Washington Trust Bank 0.05% Reduce -4.9% 1,602 $551K
Private Ocean, LLC 0.06% Reduce -1.8% 1,600 $551K
Twele Capital Management, Inc. 0.12% Reduce -1.3% 1,594 $549K
Capital Advisors Inc. 0.01% Add +34.6% 1,579 $543K
Well Done, LLC 0.11% Reduce -2.4% 1,562 $538K
Larson Financial Group LLC 0.04% Reduce -45.6% 1,557 $536K
Valley Wealth Managers, Inc. 0.04% No change 1,549 $533K
Rodgers Brothers Inc. 0.07% Add +0.9% 1,546 $532K
Ted Buchan & Co 0.33% New 1,544 $531K
Prosperity Financial Group, Inc. 0.33% Add +13.7% 1,539 $530K
Coordinated Financial Services, Inc. 0.47% — 1,537 $529K
Alpine Woods Capital Investors, LLC 0.10% No change 1,600 $528K
Ellsworth Advisors, LLC 0.15% Reduce -0.6% 1,545 $527K
Interchange Capital Partners, LLC 0.36% Reduce -36.5% 1,532 $527K
Morton Capital Management LLC 0.14% Reduce -12.4% 1,517 $522K
Wealth Group Ltd 0.16% Add +4.8% 1,515 $521K
FSA Wealth Management LLC 0.23% Add +39.2% 1,509 $519K
Blue Chip Partners, LLC 0.05% Add +0.1% 1,508 $519K
First Business Financial Services, Inc. 0.06% No change 1,502 $517K
American Financial & Tax Strategies Inc. 0.28% Reduce -12.1% 1,500 $516K
Bey-Douglas LLC 0.49% Add +0.3% 1,496 $515K
Financial Futures Ltd Liability Co. 0.34% Reduce -0.5% 1,495 $515K
Cannell & Spears LLC 0.01% New 1,494 $514K
Landaas & Co. /Wi 0.17% Reduce -1.6% 1,492 $513K
Proffitt & Goodson Inc. 0.09% No change 1,489 $513K
Ballast Advisors LLC 0.17% Reduce -2.0% 1,488 $512K
Vance Wealth, LLC 0.20% Add +29.2% 1,484 $511K
Oxbow Advisors, LLC 0.07% No change 1,477 $508K
Rowlandmiller & Partners.adv 0.11% No change 1,475 $508K
Baker Tilly Wealth Management, LLC 0.09% Reduce -59.7% 1,471 $506K
Hancock Whitney Corp. 0.02% No change 1,465 $504K
Chilton Capital Management LLC 0.02% Reduce -19.3% 1,461 $503K
Townsend Asset Management Corp. /NC/ 0.20% Reduce -5.3% 1,458 $502K
Chemistry Wealth Management LLC 0.14% Add +0.9% 1,455 $501K
ARK & TLK Investments, LLC 0.19% Reduce -4.7% 1,447 $498K
Toews Corp. 0.09% Reduce -10.6% 1,445 $497K
Sharper & Granite LLC 0.24% Reduce -12.1% 1,450 $497K
Flagstar Securities, Inc. 0.14% Add +0.1% 1,439 $496K
Berkeley Capital Partners, LLC 0.15% Reduce -1.2% 1,437 $495K
Landmark Wealth Management, Inc. 5.08% No change 1,432 $493K
Cypress Financial Planning LLC 0.23% Add +85.0% 1,432 $493K
Trexquant Investment LP 0.01% New 1,432 $493K
Bogart Wealth, LLC 0.03% Reduce -49.1% 1,430 $492K
Christensen, King & Associates Investment Services, Inc. 0.25% Add +3.3% 1,428 $492K
Balanced Rock Investment Advisors LLC 0.42% New 1,428 $492K
Collaborative Wealth Managment Inc. 0.25% Add +2.9% 1,426 $491K
Private Client Services, LLC 0.33% Add +1.6% 1,426 $491K
Norden Group LLC 0.10% New 1,425 $490K
Capital Management Associates, Inc 0.36% Add +0.1% 1,421 $489K
J. W. Coons Advisors, LLC 0.09% No change 1,418 $488K
Soltis Investment Advisors LLC 0.05% Add +27.4% 1,413 $486K
Viewpoint Capital Management LLC 0.31% No change 1,403 $483K
Pettyjohn, Wood & White, Inc. 0.10% No change 1,400 $482K
Sterling Investment Advisors, Ltd. 0.13% Add +31.9% 1,374 $473K
Pointe Capital Management LLC 0.29% No change 1,366 $470K
Ironwood Financial, llc 0.11% Add +16.7% 1,363 $469K
Keudell/Morrison Wealth Management 0.14% Add +3.0% 1,359 $468K
Benin Management CORP 0.15% Add +0.1% 1,359 $468K
Iron Horse Wealth Management, LLC 0.18% Add +3.9% 1,344 $463K
St. Clair Advisors, LLC 0.15% No change 1,339 $461K
Capital Advisors Wealth Management, LLC 0.09% Reduce -0.1% 1,328 $457K
Cypress Wealth Services, LLC 0.11% Add +0.1% 1,325 $456K
Allen Capital Group, LLC 0.07% Reduce -0.8% 1,324 $456K
Schnieders Capital Management LLC 0.09% No change 1,321 $455K
Slagle Financial, LLC 0.25% Reduce -45.5% 1,318 $454K
Allred Capital Management, LLC 0.18% Reduce -13.3% 1,317 $454K
Mosaic Financial Group, LLC 0.36% — 1,315 $453K
Cladis Investment Advisory, LLC 0.33% Add +1.5% 1,315 $453K
Meridian Financial Advisors, LLC 0.34% Add +3.1% 1,311 $451K
Williams Jones Wealth Management, LLC. 0.01% Reduce -6.9% 1,307 $450K
Motive Wealth Advisors 0.27% Add +56.6% 1,306 $450K
TCV Trust & Wealth Management, Inc. 0.04% No change 1,305 $449K
Financial Perspectives, Inc 0.17% Add +0.6% 1,303 $449K
Team Hewins, LLC 0.18% Reduce -15.2% 1,302 $448K
RAM Investment Partners, LLC 0.14% No change 1,299 $447K
Carlson Capital Management 0.02% Reduce -46.5% 1,297 $447K
Florida Financial Advisors, LLC 0.33% Add +44.2% 1,296 $446K
Continental Investors Services, Inc. 1.06% Reduce -1.2% 1,295 $446K
Redhawk Wealth Advisors, Inc. 0.07% Add +4.4% 1,294 $445K
John W. Brooker & Co., CPAs 0.24% Reduce -5.1% 1,292 $445K
Armstrong Advisory Group, Inc. 0.04% No change 1,431 $445K
MIdWestOne Financial Group, Inc. 0.08% New 1,291 $444K
Beacon Financial Strategies CORP 0.32% Reduce -22.1% 1,287 $443K
Empire Financial Management Company, LLC 0.15% Add +0.6% 1,286 $443K
Fragasso Financial Advisors Inc 0.04% Add +3.4% 1,268 $437K
HFG Wealth Management, LLC 0.26% Reduce -88.9% 1,268 $436K
Westside Investment Management, Inc. 0.10% Add +1.9% 1,267 $436K
Capital Investment Counsel, LLC 0.09% Add +86.7% 1,266 $436K
MBE Wealth Management, LLC 0.27% No change 1,261 $434K
Verus Financial Partners, Inc. 0.05% No change 1,257 $433K
Valley Forge Investment Consultants Inc. Adv 0.17% Add +0.1% 1,255 $432K
Mairs & Power Inc. 0.00% Reduce -18.8% 1,253 $431K
World Investment Advisors 0.06% Reduce -80.7% 1,251 $431K
Allen Investment Management, LLC 0.01% No change 1,250 $430K
Weatherly Asset Management L. P. 0.04% No change 1,246 $429K
O'Dell Group, LLC 0.10% Reduce -2.8% 1,234 $425K
Pachira Investments Inc. 0.35% Add +0.5% 1,232 $424K
Dark Forest Capital Management LP 0.07% Reduce -51.6% 1,232 $424K
Advisor Resource Council 0.18% Reduce -80.5% 1,363 $424K
Wilmington Savings Fund Society, FSB 0.02% — 1,231 $424K
HUB Investment Partners, LLC 0.02% Add +35.8% 1,228 $423K
JB Capital LLC 0.03% Add +0.8% 1,226 $422K
FWL Investment Management, LLC 0.23% No change 1,225 $422K
Squarepoint Ops LLC 0.00% New 1,215 $418K
Syntegra Private Wealth Group, LLC 0.05% Add +1.2% 1,210 $416K
Arthur M. Cohen & Associates, LLC 0.09% Reduce -5.5% 1,207 $416K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -9.7% 1,204 $415K
FFT Wealth Management LLC 0.04% Reduce -0.3% 1,204 $414K
Mason & Associates Inc 0.11% No change 1,203 $414K
Monumental Financial Group Inc. 0.22% Reduce -16.7% 1,200 $413K
DHJJ Financial Advisors, Ltd. 0.18% Add +0.3% 1,200 $413K
Gables Capital Management Inc. 0.23% Add +19.6% 1,198 $412K
Denver PWM, LLC 0.16% No change 1,210 $411K
Everpar Advisors LLC 0.25% Reduce -17.3% 1,193 $411K
National Wealth Management Group, LLC 0.32% Reduce -5.2% 1,189 $409K
Advanced Asset Management Advisors Inc 0.10% Reduce -2.1% 1,187 $409K
Wellington Wealth Strategies, LLC. 0.19% New 1,186 $408K
Orleans Capital Management Corp. 0.27% Reduce -4.0% 1,185 $408K
Steele Capital Management, Inc. 0.02% Add +43.2% 1,183 $407K
Evernest Financial Advisors, LLC 0.19% Reduce -16.0% 1,257 $405K
Pillar Wealth Advisors, LLC 0.31% No change 1,177 $405K
Flow Traders U.S. LLC 0.02% New 1,178 $405K
Walker Asset Management, LLC 0.27% Add +11.9% 1,176 $405K
G&S Capital LLC 0.18% No change 1,174 $404K
WR Wealth Planners, LLC 0.13% Reduce -0.8% 1,170 $403K
WMS Partners, LLC 0.03% Reduce -1.7% 1,170 $403K
Horan Capital Advisors, LLC. 0.14% No change 1,169 $402K
Oxinas Partners, LLC 0.26% Add +27.7% 1,167 $402K
Sepio Capital, LP 0.03% Add +0.6% 1,166 $401K
Red Door Wealth Management, LLC 0.08% No change 1,164 $401K
Clarity Wealth Advisors, LLC 0.14% No change 1,163 $400K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -1.3% 1,158 $399K
Pacific Capital Wealth Advisors, Inc. 0.09% Reduce -7.1% 1,157 $398K
Realta Investment Advisors 0.08% Reduce -82.3% 1,147 $395K
Spinnaker Trust 0.03% Add +71.3% 1,146 $394K
Vanguard Personalized Indexing Management, LLC 0.01% New 1,146 $394K
Firestone Capital Management 0.11% Add +0.1% 1,145 $394K
Stockman Wealth Management, Inc. 0.07% Add +29.7% 1,140 $392K
Wynn Capital, LLC 0.30% No change 1,138 $392K
Concorde Asset Management, LLC 0.27% New 1,137 $391K
Insight Wealth Strategies, LLC 0.06% Add +1.6% 1,137 $391K
Hamilton Wealth, LLC 0.12% Reduce -3.1% 1,136 $391K
Main Street Group, LTD 0.19% Add +25.9% 1,132 $390K
GM Advisory Group, LLC 0.03% Reduce -17.6% 1,131 $389K
Buttonwood Financial Advisors Inc. 0.18% No change 1,130 $389K
WealthBridge Capital Management, LLC 0.13% Add +4.2% 1,125 $387K
Tucker Asset Management LLC 0.09% Add +31.6% 1,125 $387K
Financial Management Network Inc. 0.10% Add +1.1% 1,142 $386K
Foster Group, Inc. 0.02% Add +48.2% 1,119 $385K
TriaGen Wealth Management LLC 0.16% No change 1,116 $384K
Garrett Wealth Advisory Group, LLC 0.16% Add +0.2% 1,116 $384K
Granite FO LLC 0.23% No change 1,028 $383K
Signature Resources Capital Management, LLC 0.36% No change 1,232 $383K
Second Line Capital, LLC 0.12% New 1,111 $382K
Debussy Capital Management LP 0.11% No change 1,112 $382K
Pacifica Partners Inc. 0.17% Reduce -8.2% 1,102 $380K
Avestar Capital, LLC 0.04% Reduce -52.1% 1,101 $379K
Latitude Advisors, LLC 0.24% Reduce -7.3% 1,098 $378K
Adero Partners, LLC 0.03% No change 1,098 $378K
Tyche Wealth Partners LLC 0.09% Reduce -14.7% 1,094 $377K
Lyell Wealth Management, LP 0.04% Reduce -6.1% 1,090 $375K
jvl associates llc 0.15% New 1,089 $375K
Shoker Investment Counsel, Inc. 0.13% No change 1,086 $374K
Prosperity Wealth Management, Inc. 0.18% Add +46.7% 1,084 $373K
Transform Wealth, LLC 0.04% New 1,084 $373K
First Nebraska Trust Co 0.04% No change 1,084 $373K
D'Orazio & Associates, Inc. 0.06% Add +0.1% 1,082 $372K
TFG Advisers LLC 0.15% Reduce -30.7% 1,080 $372K
waypoint wealth counsel 0.29% Add +1.3% 1,079 $371K
Johnson Financial Group, LLC 0.05% Reduce -79.3% 1,079 $371K
Pinnacle Family Advisors, LLC 0.20% Reduce -0.4% 1,075 $370K
Welch & Forbes LLC 0.01% Add +33.7% 1,075 $370K
GEM Asset Management, LLC 0.25% Add +15.7% 1,114 $370K
Charles Schwab Investment Advisory, Inc. 0.00% Add +55.4% 1,074 $370K
Horan Securities, Inc. 0.17% Add +32.3% 1,073 $369K
Ledyard National Bank 0.04% No change 1,070 $368K
Wells Trecaso Financial Group, LLC 0.13% Reduce -3.2% 1,064 $366K
BluePointe Capital Management, LLC 0.25% Add +2.4% 1,062 $366K
Waterloo Capital, L.P. 0.05% Add +13.0% 1,062 $366K
Modern Wealth Management, LLC 0.03% New 1,061 $365K
Zullo Investment Group, Inc. 0.17% No change 1,060 $365K
BancFirst Trust & Investment Management 0.17% Reduce -12.8% 1,059 $365K
Colton Groome Financial Advisors, LLC 0.15% Reduce -20.0% 1,055 $363K
Horizon Financial Services, LLC 0.23% Reduce -3.3% 1,053 $362K
DDD Partners, LLC 0.04% No change 1,049 $361K
West Oak Capital, LLC 0.15% No change 1,048 $361K
Bernardo Wealth Planning LLC 0.10% Add +0.1% 1,049 $361K
Roundview Capital LLC 0.03% Reduce -0.9% 1,048 $361K
Fortis Capital Management LLC 0.09% Reduce -29.0% 1,047 $360K
Glassman Wealth Services 0.07% Reduce -4.0% 1,045 $360K
tru Independence LLC 0.11% Add +0.1% 1,043 $359K
Confluence Wealth Services, Inc. 0.03% Add +9.8% 1,042 $359K
WealthTrust Axiom LLC 0.12% Reduce -0.9% 1,041 $358K
Dividend Assets Capital, LLC 0.08% No change 1,041 $358K
Kanawha Capital Management LLC 0.03% Add +30.0% 1,036 $357K
Cascade Financial Partners, LLC 0.05% — 1,040 $355K
Legacy Private Trust Co. 0.03% Reduce -6.8% 1,029 $354K
TNF LLC 0.14% Add +0.1% 1,063 $352K
Chartist Inc. 0.18% New 1,017 $350K
Mfa Wealth Advisors, LLC 0.09% Reduce -0.1% 1,013 $349K
Highlander Capital Management, LLC 0.14% Add +6.8% 1,011 $348K
Old Port Advisors 0.11% Reduce -10.2% 1,011 $348K
Cape Cod Five Cents Savings Bank 0.03% No change 1,010 $348K
Capasso Planning Partners LLC 0.14% Reduce -5.4% 1,009 $347K
Crestone Asset Management LLC 0.07% New 1,008 $347K
Precedent Wealth Partners, LLC 0.15% Reduce -9.1% 1,006 $346K
Quad-Cities Investment Group, LLC 0.20% Add +0.1% 1,005 $346K
Abacus Wealth Partners, LLC 0.06% Reduce -7.4% 1,005 $346K
Capstone Wealth Management Group, LLC 0.25% Add +1.6% 1,001 $344K
Gallacher Capital Management LLC 0.18% Add +20.3% 1,001 $344K
Cornerstone National Bank & Trust Co 0.17% New 1,000 $344K
Financial Partners Group, LLC 0.13% New 1,000 $344K
Pacific Sage Partners, LLC 0.09% No change 998 $344K
Bailard, Inc. 0.01% Add +2.3% 997 $343K
Braun-Bostich & Associates Inc. 0.29% Reduce -10.7% 995 $342K
D.B. Root & Company, LLC 0.12% Add +0.1% 994 $342K
Perkins Coie Trust Co 0.08% No change 991 $341K
Sensible Money, LLC 0.18% No change 990 $341K
Fiduciary Family Office, LLC 0.13% Reduce -53.8% 988 $340K
FSM Wealth Advisors, LLC 0.12% Reduce -20.6% 986 $339K
RiverFront Investment Group, LLC 0.01% Add +38.3% 985 $339K
Forbes Financial Planning, Inc. 0.29% Add +7.4% 982 $338K
Paragon Advisors, LLC 0.14% Reduce -83.2% 980 $337K
Jennison Associates LLC 0.00% Reduce -29.3% 978 $336K
L.M. Kohn & Company 0.09% New 976 $336K
Primoris Wealth Advisors, LLC 0.27% New 975 $336K
Verity Asset Management, Inc. 0.19% Reduce -35.8% 973 $335K
CM Wealth Advisors LLC 0.10% New 970 $333K
Warren Street Wealth Advisors, LLC 0.16% Reduce -2.9% 965 $332K
Rainey & Randall Wealth Advisors Inc. 0.08% Add +3.4% 962 $331K
Lederer & Associates Investment Counsel 0.23% No change 960 $330K
Mezzasalma Advisors, LLC 0.16% Reduce -11.1% 957 $330K
Janiczek Wealth Management, LLC 0.07% Add +669.4% 954 $328K
West Coast Financial LLC 0.04% Reduce -0.5% 949 $327K
Belvedere Trading LLC 0.02% Add +94.1% 949 $327K
Laurel Wealth Planning LLC 0.22% No change 946 $326K
Grey Ledge Advisors, LLC 0.09% Reduce -5.5% 945 $325K
Wealth Group, Ltd. 0.25% — 945 $325K
Annis Gardner Whiting Capital Advisors, LLC 0.12% Add +408.1% 940 $324K
GYL Financial Synergies, LLC 0.03% New 939 $323K
River Wealth Advisors LLC 0.05% Add +33.2% 938 $323K
Missouri Trust & Investment Co 0.12% No change 938 $323K
Per Stirling Capital Management, LLC. 0.05% New 937 $322K
Shorepoint Capital Partners LLC 0.08% Add +3.3% 936 $322K
Rakuten Securities, Inc. 0.14% Add +25.1% 933 $321K
AQR Capital Management 0.00% Reduce -30.8% 933 $321K
Austin Private Wealth, LLC 0.04% Reduce -0.8% 930 $319K
US Financial Advisors, LLC 0.11% New 919 $316K
Westshore Wealth, LLC 0.13% No change 914 $315K
Apriem Advisors 0.04% Reduce -1.5% 906 $312K
Montecito Bank & Trust 0.06% Reduce -1.1% 905 $312K
Wealth Quarterback LLC 0.17% Reduce -2.7% 905 $311K
Schiavi & Co LLC 0.12% No change 902 $310K
Greenspring Advisors, LLC 0.08% No change 900 $310K
Camelot Technology Advisors, Inc. 0.29% Reduce -5.4% 900 $310K
Lifeworks Advisors, LLC 0.09% Reduce -7.7% 900 $310K
Portland Global Advisors LLC 0.04% Reduce -66.4% 898 $309K
Amplius Wealth Advisors, LLC 0.03% Add +21.1% 897 $309K
Monument Group Wealth Advisors, LLC 0.23% No change 897 $309K
Midland Wealth Advisors, LLC 0.02% New 895 $308K
Portside Wealth Group, LLC 0.06% Reduce -60.6% 894 $308K
Security National Bank of Sioux City Iowa 0.22% Reduce -5.7% 892 $307K
New Republic Capital, LLC 0.19% No change 889 $306K
Bank of Stockton 0.09% No change 885 $305K
North Star Investment Management Corp. 0.02% Add +83.5% 881 $303K
Soundmark Wealth Management, LLC 0.13% Add +12.8% 879 $303K
Fairfield, Bush & Co. 0.18% No change 876 $302K
Moneywise, Inc. 0.16% Add +0.1% 876 $302K
Brand Asset Management Group, Inc. 0.13% Add +3.1% 875 $301K
Laidlaw Wealth Management LLC 0.17% No change 873 $300K
Carr Financial Group Corp 0.10% No change 873 $300K
Nikulski Financial, Inc. 0.10% Add +10.2% 866 $298K
Opes Wealth Management LLC 0.07% No change 866 $298K
Community Bank, N.A. 0.04% No change 865 $298K
SilverOak Wealth Management LLC 0.07% Add +17.2% 864 $297K
High Falls Advisors, Inc 0.07% No change 864 $297K
Beacon Financial Planning, Inc. 0.21% Reduce -17.3% 864 $297K
FourThought Financial Partners, LLC 0.03% Add +3.2% 861 $296K
Encompass Wealth Advisors, LLC 0.08% New 859 $296K
Truvestments Capital LLC 0.11% Add +0.1% 857 $295K
Appleton Partners Inc. 0.02% Reduce -8.0% 854 $294K
FOCUS Wealth Advisors, LLC 0.16% No change 852 $293K
Frontier Asset Management, LLC 0.11% Reduce -8.3% 851 $293K
Callan Capital, LLC 0.03% No change 850 $293K
Solstein Capital, LLC 0.20% No change 849 $292K
Financial Security Advisor, Inc. 0.10% Add +2.2% 844 $291K
Vawter Financial, Ltd. 0.21% No change 844 $291K
AIMZ Investment Advisors, LLC 0.11% No change 843 $290K
Pullen Investment Management, LLC 0.24% — 842 $290K
Bridges Investment Management Inc. 0.01% No change 840 $289K
Silver Lake Advisory, LLC 0.07% New 836 $288K
Foundation Wealth Management, LLC 0.23% No change 834 $287K
Ironwood Investment Counsel, LLC 0.05% New 831 $286K
Centric Wealth Management 0.09% No change 867 $286K
Bradley Foster & Sargent Inc. 0.01% Add +3.9% 830 $286K
Enterprise Bank & Trust Co 0.10% Reduce -3.5% 825 $284K
Janus Henderson Group PLC 0.00% Add +1.1% 825 $284K
CPC Advisors, LLC 0.05% No change 824 $284K
Skyline Advisors, Inc. 0.13% Reduce -22.7% 824 $283K
Heritage Investment Group, Inc. 0.04% No change 823 $283K
Financial Freedom, LLC 0.17% No change 822 $283K
Fiduciary Alliance LLC 0.05% Reduce -36.6% 819 $282K
WealthPLAN Partners, LLC 0.03% Reduce -6.2% 819 $282K
Ategra Capital Management, LLC 0.13% No change 815 $281K
Gateway Wealth Partners, LLC 0.10% Reduce -3.2% 812 $280K
Merriman Wealth Management, LLC 0.01% New 809 $278K
Power Wealth Management LLC 0.17% Reduce -7.5% 808 $278K
Adapt Wealth Advisors, LLC 0.20% — 805 $277K
Matisse Capital 0.13% No change 804 $277K
Activest Wealth Management 0.13% Add +0.1% 804 $277K
Prairie Sky Financial Group LLC 0.17% Add +19.4% 799 $275K
Keystone Wealth Services, LLC 0.09% No change 798 $275K
Moss Adams Wealth Advisors LLC 0.04% Add +2.8% 797 $274K
Smith Chas P & Associates Pa Cpas 0.02% Add +12.6% 795 $273K
Resolute Wealth Strategies, LLC 0.17% Add +0.1% 792 $273K
Sather Financial Group Inc 0.02% Add +18.0% 792 $273K
IRON Financial LLC 0.15% Add +0.1% 792 $272K
Tennessee Valley Asset Management Partners 0.07% Reduce -55.3% 791 $272K
Divergent Planning, LLC 0.11% No change 790 $272K
Acorn Wealth Advisors, LLC 0.14% No change 789 $272K
Empirical Asset Management, LLC 0.13% Add +1.6% 788 $271K
EWG Elevate Inc. 0.10% Reduce -90.1% 788 $271K
Northwest Bank & Trust Co 0.25% Add +27.2% 822 $271K
Cascade Investment Group, Inc. 0.20% New 787 $271K
Guidance Point Advisors, LLC 0.09% New 785 $270K
Fidelis Capital Partners, LLC 0.04% New 781 $269K
JPL Wealth Management, LLC 0.15% Reduce -6.3% 781 $269K
Sentinel Trust Co. Lba 0.03% No change 780 $268K
First Bank & Trust 0.06% No change 776 $267K
Milestone Asset Management, LLC 0.08% Reduce -1.6% 774 $267K
Amundi 0.00% Reduce -54.5% 774 $267K
TFC Financial Management, Inc. 0.05% Add +0.1% 770 $265K
Melfa Wealth Management, Inc. 0.19% New 770 $265K
Wolverine Trading, LLC 0.00% Reduce -83.3% 765 $263K
Farrell Financial LLC 0.22% New 764 $263K
Rockport Wealth LLC 0.18% — 764 $263K
StoneCrest Wealth Management, Inc. 0.23% Reduce -4.1% 764 $263K
Cascade Investment Advisors, Inc. 0.17% New 764 $263K
Sinecera Capital, LLC 0.36% No change 761 $262K
Abacus Planning Group, Inc. 0.05% Reduce -0.4% 756 $260K
Trevian Wealth Management LLC 0.18% No change 754 $260K
First National Corp. /Ma/ 0.06% No change 834 $259K
Investment Partners, LTD. 0.12% Add +0.1% 749 $258K
Cobblestone Capital Advisors LLC 0.02% Reduce -5.9% 746 $257K
JDM Financial Group LLC 0.19% No change 744 $256K
Patten Group, Inc. 0.06% No change 744 $256K
Corepath Wealth Partners LLC 0.28% Reduce -66.7% 771 $255K
Canal Capital Management, LLC 0.04% No change 740 $255K
DBK Financial Counsel, LLC 0.27% No change 738 $254K
Sigma Investment Counselors Inc. 0.02% Reduce -6.4% 732 $252K
Asset Allocation Strategies LLC 0.09% Reduce -6.5% 729 $251K
Atticus Wealth Management, LLC 0.08% Reduce -1.4% 725 $250K
Fairman Group, LLC 0.24% Reduce -17.0% 724 $249K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -0.1% 721 $248K
LBJ Family Wealth Advisors, Ltd. 0.16% No change 720 $248K
Advus Financial Partners, LLC 0.08% Add +11.5% 720 $248K
Heritage Trust Co 0.03% Reduce -2.2% 720 $248K
Hazlett, Burt & Watson, Inc. 0.15% Reduce -4.0% 722 $247K
Widmann Financial Services, Inc. 0.21% Reduce -1.1% 714 $246K
Laffer Tengler Investments, Inc. 0.08% Add +5.2% 711 $245K
Essex LLC 0.06% No change 710 $244K
PBMares Wealth Management LLC 0.06% Reduce -35.7% 709 $244K
Tolleson Wealth Management, Inc. 0.05% No change 705 $243K
Lazari Capital Management, Inc. 0.13% Reduce -3.4% 704 $242K
MPS Loria Financial Planners, LLC 0.08% Reduce -38.9% 703 $242K
Legacy Wealth Asset Management, LLC 0.07% New 702 $242K
Bison Wealth, LLC 0.04% Add +7.7% 700 $241K
Unionview, LLC 0.20% Reduce -16.4% 699 $241K
TrinityPoint Wealth, LLC 0.04% Reduce -12.2% 698 $240K
LGL Partners, LLC 0.04% No change 696 $240K
Quantitative Strategies, Inc. 0.14% Reduce -5.3% 695 $239K
Abound Wealth Management 0.09% Reduce -47.3% 693 $238K
My Personal CFO, LLC 0.14% Add +0.1% 692 $238K
United Community Bank 0.09% Reduce -11.2% 690 $237K
Private Capital Management, LLC 0.03% Add +1.3% 690 $237K
ARS Wealth Advisors Group, LLC 0.03% Reduce -5.5% 689 $237K
Eaton-Cambridge Inc. 0.13% No change 689 $237K
Seeds Investor LLC 0.22% New 682 $235K
Clear Harbor Asset Management, LLC 0.02% No change 680 $234K
Seneca House Advisors 0.10% No change 678 $233K
Central Valley Advisors, LLC 0.12% Add +0.1% 677 $233K
Van Hulzen Asset Management, LLC 0.02% Reduce -37.2% 676 $233K
Traveka Wealth, LLC 0.11% New 676 $233K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -2.3% 675 $232K
Philip James Wealth Mangement, LLC 0.16% Reduce -7.0% 668 $230K
Total Clarity Wealth Management, Inc. 0.08% New 667 $230K
Rockingstone Advisors LLC 0.12% Reduce -27.7% 665 $229K
Verum Partners LLC 0.08% Reduce -37.9% 664 $228K
Alera Investment Advisors, LLC 0.03% No change 663 $228K
Courier Capital LLC 0.02% New 662 $228K
HM Payson & Co. 0.00% Reduce -4.9% 660 $227K
Yarger Wealth Strategies, LLC 0.15% Reduce -19.8% 658 $226K
Community Financial Services Group, LLC 0.05% — 656 $226K
MTM Investment Management, LLC 0.09% Add +445.0% 654 $225K
McDonald Partners LLC 0.06% Reduce -12.8% 654 $225K
Coston, McIsaac & Partners 0.07% Add +8.8% 655 $225K
Albion Financial Group 0.02% No change 652 $224K
Beaird Harris Wealth Management, LLC 0.02% No change 650 $224K
American Money Management, LLC 0.05% Reduce -13.6% 650 $224K
Atlas Private Wealth Management, LLC 0.09% No change 648 $223K
Pittenger & Anderson Inc. 0.01% Add +332.0% 648 $223K
Heritage Investors Management Corp. 0.01% New 647 $223K
Lifestyle Asset Management, Inc. 0.13% No change 647 $223K
American National Bank & Trust 0.03% Add +136.4% 643 $221K
Phillips Financial Management, LLC 0.02% No change 643 $221K
Anson Capital, Inc. 0.32% New 641 $221K
BSW Wealth Partners 0.04% New 640 $220K
Physician Wealth Solutions Inc. 0.18% Reduce -4.8% 637 $219K
Wambolt & Associates, LLC 0.07% New 636 $219K
Saxony Capital Management, LLC 0.26% New 635 $219K
MY Wealth Management Inc. 0.24% Reduce -40.9% 635 $219K
Peregrine Asset Advisers, Inc. 0.09% New 634 $218K
Weaver Consulting Group 0.08% New 634 $218K
Priebe Wealth Holdings LLC 0.17% New 633 $218K
Sequent Planning LLC 0.08% — 631 $217K
Lanark Financial, Inc. 0.02% Add +22.3% 603 $217K
Valtinson Bruner Financial Planning LLC 0.09% New 630 $217K
DGS Capital Management, LLC 0.06% New 630 $217K
Foresight Capital Management Advisors, Inc. 0.17% New 627 $216K
Mason & Associates, LLC 0.17% — 627 $216K
SouthState Bank Corp 0.02% Add +284.6% 623 $214K
Heritage Wealth Management, LLC 0.11% Reduce -8.5% 623 $214K
Harbour Investment Management LLC 0.10% New 622 $214K
Litman Gregory Wealth Management LLC 0.02% New 621 $214K
East Coast Asset Management, LLC. 0.08% New 621 $214K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Reduce -64.6% 626 $213K
Brave Asset Management Inc. 0.06% New 618 $213K
Winch Advisory Services, LLC 0.06% Add +48.6% 618 $213K
American Planning Services, Inc. 0.15% New 616 $212K
Joseph P. Lucia & Associates, LLC 0.11% New 615 $212K
Summit Global Investments 0.02% New 614 $211K
Lesa Sroufe & Co 0.20% New 609 $210K
Sound Income Strategies, LLC 0.02% Add +33.3% 609 $210K
Home Federal Bank of Tennessee 0.06% New 609 $210K
Taylor & Morgan Wealth Management, LLC 0.15% New 608 $209K
Valley Financial Group, Inc. 0.16% New 607 $209K
First National Advisers, LLC 0.05% New 606 $209K
Eastover Investment Advisors LLC 0.10% New 605 $208K
Calamos Wealth Management LLC 0.01% New 604 $208K
Addison Capital Co 0.10% New 601 $207K
Integrity Financial Corp 0.14% No change 601 $207K
Brass Tax Wealth Management, Inc. 0.11% — 599 $206K
First Financial Bankshares Inc 0.00% New 599 $206K
Columbus Macro, LLC 0.08% New 598 $206K
Parker Investment Management, LLC 0.04% New 598 $206K
Goelzer Investment Management, Inc. 0.01% New 598 $206K
SC&H Financial Advisors, Inc. 0.05% New 595 $205K
ARK Investment Management 0.00% Add +513.4% 595 $205K
Western Financial Corp 0.13% New 594 $204K
First Hawaiian Bank 0.01% New 593 $204K
Atlas Capital Advisors Inc. 0.03% Add +20.3% 592 $204K
Personal Cfo Solutions, LLC 0.03% New 590 $203K
Secured Retirement Advisors, LLC 0.17% New 589 $203K
Hibernia Wealth Partners, LLC 0.14% New 587 $202K
Stephenson & Company, Inc. 0.15% Reduce -10.0% 585 $201K
O'ROURKE & COMPANY, Inc 0.12% New 584 $201K
Tempus Wealth Planning, LLC 0.09% New 582 $200K
OneAscent Wealth Management LLC 0.08% New 581 $200K
Tortoise Investment Management, LLC 0.02% No change 558 $192K
Webster Bank, N. A. 0.02% No change 558 $192K
Arrow Financial Corp 0.02% No change 556 $191K
GeoWealth Management, LLC 0.01% Reduce -75.3% 535 $184K
Howe & Rusling Inc. 0.02% Reduce -28.8% 522 $180K
Jamison Private Wealth Management, Inc. 0.03% No change 520 $179K
Custom Portfolio Group LLC 0.14% No change 500 $172K
MassMutual Private Wealth & Trust, FSB 0.01% Add +158.0% 485 $167K
Heritage Wealth Advisors 0.01% Add +129.9% 485 $167K
Moser Wealth Advisors, LLC 0.09% Add +137.5% 475 $163K
Mark Sheptoff Financial Planning, LLC 0.09% Add +73.3% 473 $163K
Tidemark, LLC 0.09% Add +17.7% 473 $163K
SJS Investment Consulting Inc. 0.03% New 467 $161K
Ransom Advisory, Ltd 0.09% — 465 $160K
Mma Asset Management LLC 0.07% New 462 $159K
Atwood & Palmer Inc. 0.01% Reduce -48.6% 460 $158K
PrairieView Partners, LLC 0.02% No change 458 $158K
Security National Bank 0.02% Reduce -30.2% 450 $155K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -6.3% 447 $154K
Maryland Capital Advisors Inc. 0.09% Add +11.0% 425 $146K
Private Wealth Management Group, LLC 0.07% No change 423 $146K
Pineridge Advisors LLC 0.05% Add +14.4% 420 $145K
Duncker Streett & Co. Inc. 0.03% No change 420 $145K
West Paces Advisors Inc. 0.04% Add +8.6% 416 $143K
Lowe Wealth Advisors, LLC 0.07% Reduce -37.8% 411 $141K
Macroview Investment Management LLC 0.16% No change 408 $140K
Clean Yield Group 0.05% Reduce -19.8% 404 $139K
Pin Oak Investment Advisors Inc. 0.13% No change 394 $136K
Richardson Capital Management LLC 0.11% Reduce -8.1% 388 $134K
Sachetta, LLC 0.06% No change 429 $133K
Bell Investment Advisors, Inc 0.03% No change 383 $132K
Bangor Savings Bank 0.01% No change 378 $130K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 373 $128K
Benjamin Edwards Inc. 0.02% Add +3.4% 362 $125K
C M Bidwell & Associates Ltd. 0.08% No change 351 $121K
First Financial Corp. 0.06% No change 348 $120K
Crewe Advisors LLC 0.01% No change 330 $114K
Global Assets Advisory, LLC 0.07% New 324 $112K
Founders Capital Management 0.08% No change 324 $112K
Union Savings Bank 0.06% No change 316 $109K
Clearstead Trust, LLC 0.03% No change 314 $108K
Headlands Technologies LLC 0.03% New 306 $105K
LGT Financial Advisors LLC 0.12% No change 298 $103K
Heck Capital Advisors, LLC 0.02% Add +8.8% 298 $103K
Wolff Wiese Magana LLC 0.09% No change 287 $99K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 284 $98K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $95K
Caitlin John, LLC 0.07% Reduce -6.2% 273 $94K
Qube Research & Technologies Ltd 0.00% Reduce -86.5% 266 $92K
Bray Capital Advisors 0.02% No change 265 $91K
Naples Money Management LLC 0.09% New 249 $86K
Old Second National Bank of Aurora 0.02% No change 247 $85K
Financial Management Professionals, Inc. 0.01% New 248 $85K
Kozak & Associates, Inc. 0.02% Add +27.3% 233 $81K
Godsey & Gibb, Inc. 0.01% Add +368.0% 234 $81K
Elevate Wealth Advisory, Inc. 0.07% Add +60.7% 233 $80K
Barclays PLC 0.00% No change 227 $78K
Insight Inv LLC 0.07% No change 223 $77K
Wetzel Investment Advisors, Inc. 0.04% Add +100.9% 225 $74K
Running Point Capital Advisors, LLC 0.03% No change 215 $74K
Blue Bell Private Wealth Management, LLC 0.02% Add +40.1% 206 $71K
GW&K Investment Management, LLC 0.00% No change 200 $69K
Luken Investment Analytics, LLC 0.03% No change 200 $69K
Global Wealth Strategies & Associates 0.03% Reduce -26.6% 196 $67K
Field & Main Bank 0.03% No change 195 $67K
Cordgrass Capital Advisors, LLC 0.02% No change 195 $67K
Palisade Asset Management, LLC 0.01% New 192 $66K
Opal Wealth Advisors, LLC 0.02% New 191 $66K
Red Lighthouse Investment Management, LLC 0.03% No change 191 $66K
CoreFirst Bank & Trust 0.04% No change 186 $64K
City Holding Co. 0.01% No change 186 $64K
Brown, Lisle/Cummings, Inc. 0.02% No change 174 $60K
Grand Wealth Management, LLC 0.03% Reduce -6.1% 170 $59K
Dunhill Financial, LLC 0.04% Reduce -17.0% 166 $57K
Ameritas Investment Partners, Inc. 0.00% Reduce -29.0% 164 $56K
Bellevue Asset Management, LLC 0.03% No change 163 $56K
Grove Bank & Trust 0.01% Add +59.0% 159 $55K
Tompkins Financial Corp. 0.01% New 154 $53K
Monetary Management Group Inc. 0.01% No change 150 $52K
Tradewinds Capital Management, LLC 0.01% No change 150 $52K
Morton Brown Family Wealth, LLC 0.02% No change 143 $49K
Western Pacific Wealth Management, LP 0.04% New 142 $49K
Capital Investment Counsel, Inc 0.01% No change 142 $49K
Pacific Center for Financial Services 0.01% Add +202.2% 139 $48K
Princeton Global Asset Management LLC 0.01% Add +0.0% 139 $48K
Avondale Wealth Management 0.03% No change 133 $46K
Pension & Wealth Management Advisors, Inc. 0.03% No change 127 $44K
Orion Capital Management LLC 0.02% No change 127 $44K
Stuart Chaussee & Associates, Inc. 0.01% New 116 $40K
TruNorth Capital Management, LLC 0.01% — 104 $36K
Mitchell Sinkler & Starr 0.01% Reduce -70.3% 104 $36K
Annapolis Financial Services, LLC 0.01% Reduce -28.5% 103 $35K
Compass Wealth Management LLC 0.01% No change 103 $35K
Concord Wealth Partners 0.01% Reduce -58.0% 102 $35K
Sittner & Nelson, LLC 0.02% No change 100 $34K
Mascoma Wealth Management LLC 0.01% Reduce -27.5% 100 $34K
Versant Capital Management, Inc 0.01% Reduce -11.5% 100 $34K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $34K
Resources Management Corp. /CT/ 0.01% No change 100 $34K
Arvest Investments, Inc. 0.01% No change 98 $34K
New England Capital Financial Advisors LLC 0.02% No change 95 $33K
Baldwin Wealth Partners LLC 0.00% No change 93 $32K
Ulland Investment Advisors, LLC 0.03% No change 90 $31K
Element Wealth, LLC 0.02% Add +39.7% 88 $30K
NBT Bank, N.A. 0.00% New 88 $30K
Nemes Rush Group LLC 0.00% No change 87 $30K
SYM FINANCIAL Corp 0.00% No change 87 $30K
Allspring Global Investments Holdings, LLC 0.00% No change 87 $30K
Keener Financial Planning LLC 0.02% New 83 $29K
Davis Capital Management 0.03% Add +7.8% 83 $29K
Kiely Wealth Advisory Group, Inc. 0.02% No change 83 $28K
Cape Investment Advisory, Inc. 0.01% Reduce -16.7% 80 $28K
Legend Financial Advisors, Inc. 0.02% No change 71 $24K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -56.0% 70 $24K
Fernwood Investment Management, LLC 0.01% New 69 $24K
First Personal Financial Services 0.00% New 60 $21K
Family Manage LLC 0.00% New 60 $21K
Cyrus J. Lawrence, LLC 0.00% — 60 $20K
Castleview Partners, LLC 0.01% No change 58 $20K
AllSquare Wealth Management LLC 0.01% No change 56 $19K
Russell Investments Group, Ltd. 0.00% Add +500.0% 54 $19K
Turtle Creek Wealth Advisors, LLC 0.00% Add +18.2% 52 $18K
Rice Partnership, LLC 0.00% No change 51 $18K
Thompson Investment Management, Inc. 0.00% No change 50 $17K
Paladin Advisory Group, LLC 0.01% No change 49 $17K
Blume Capital Management, Inc. 0.00% No change 45 $15K
Vima LLC 0.02% No change 60 $15K
Bfsg, LLC 0.00% No change 42 $14K
TCTC Holdings, LLC 0.00% New 42 $14K
Gen-Wealth Partners Inc 0.01% — 38 $13K
PFC Capital Group, Inc. 0.01% Add +100.0% 36 $12K
Peachtree Investment Partners, LLC 0.00% No change 32 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -34.7% 32 $11K
Central Pacific Bank - Trust Division 0.00% — 31 $11K
Raffa Wealth Management, LLC 0.00% Reduce -43.4% 30 $10K
Van Den Berg Management I, Inc. 0.00% No change 29 $10K
Anfield Capital Management, LLC 0.00% New 28 $10K
Chesapeake Asset Management LLC 0.01% No change 25 $9K
Morris Financial Concepts, Inc. 0.00% No change 25 $9K
Transcendent Capital Group LLC 0.00% No change 24 $8K
American Capital Advisory, LLC 0.01% Reduce -99.2% 31 $8K
DecisionPoint Financial, LLC 0.00% No change 23 $8K
Peoples Bank 0.01% New 22 $8K
Mine & Arao Wealth Creation & Management, LLC. 0.00% Add +100.0% 20 $7K
Rosenberg Matthew Hamilton 0.00% No change 17 $6K
Front Row Advisors LLC 0.00% New 17 $6K
PSI Advisors, LLC 0.00% Reduce -6.3% 15 $5K
MeadowBrook Investment Advisors LLC 0.00% No change 11 $4K
Byrne Asset Management LLC 0.00% No change 10 $3K
Vermillion & White Wealth Management Group, LLC 0.00% New 9 $3K
Arlington Trust Co LLC 0.00% No change 9 $3K
Global Trust Asset Management, LLC 0.00% No change 7 $2K
Family Asset Management, LLC 0.00% Add +100.0% 6 $2K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 5 $2K
Bare Financial Services, Inc 0.00% New 4 $1K
RFP Financial Group LLC 0.00% No change 3 $1K
POM Investment Strategies, LLC 0.00% No change 1 $344
Christopher J. Hasenberg, Inc 0.00% New 1 $344

"% of holder's portfolio" is VUG's weight in each manager's 13F, not the share of Vanguard Mrngstar GR ETF-Sui the manager owns.