Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2024 (June 30)
2,160holders +65
137new positions
81sold out
7famous investors
$362.28avg. 13F price*

At the end of Q2 2024, 2,160 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 65 from Q1 2024. 137 opened new positions and 81 sold out. The largest holders were Bank of America Corp. ($16.1B), Jones Financial Companies LLLP ($8.6B) and Morgan Stanley ($5.1B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions137$313.2M
Exits81$538.8M

All 13F filers, Q1 2024 → Q2 2024: 24,875,118 shares bought and 4,092,906 shares sold, net +20,782,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,160 holders

Bank of America Corp. 1.55% Add +2.4% 43,129,082 $16.1B
Jones Financial Companies LLLP 9.93% Add +24.2% 22,962,386 $8.6B
Morgan Stanley 0.39% Add +2.7% 13,607,071 $5.1B
Financial Engines Advisors L.L.C. 7.16% Reduce -3.8% 8,603,318 $3.2B
Envestnet Asset Management Inc. 1.09% Reduce -0.8% 8,348,089 $3.1B
Axiom Advisory, LLC 25.33% Add +6381.2% 6,637,038 $2.3B
UBS Group AG 0.65% Add +2.2% 5,622,830 $2.1B
LPL Financial LLC 0.92% Add +4.5% 4,940,097 $1.8B
Tiaa Trust, National Association 4.13% Add +1.2% 3,580,217 $1.3B
Wells Fargo & Company 0.33% Add +3.7% 3,434,324 $1.3B
Ameriprise Financial Inc. 0.35% Reduce -0.9% 3,425,420 $1.3B
EP Wealth Advisors, LLC 11.85% Add +2.4% 2,982,222 $1.1B
FMR LLC 0.07% Reduce -0.8% 2,896,196 $1.1B
Mill Creek Capital Advisors, LLC 25.36% Add +0.5% 2,663,497 $996.2M
Rwa Wealth Partners, LLC 12.87% Add +0.1% 2,610,320 $976.3M
PNC Financial Services Group, Inc. 0.59% Reduce -1.9% 2,354,812 $880.7M
Bank of New York Mellon Corp 0.14% Reduce -0.1% 2,025,562 $757.6M
Royal Bank of Canada 0.17% Add +1.0% 1,922,660 $719.1M
Commonwealth Equity Services, LLC 1.09% Add +3.1% 1,833,290 $685.7M
D.A. Davidson & Co. 5.80% Reduce -0.8% 1,747,805 $653.7M
Balentine LLC 29.24% Reduce -1.3% 1,720,031 $643.3M
Northwestern Mutual Wealth Management Co. 0.59% Add +1.2% 1,604,195 $600.0M
Sei Investments Co. 0.83% Reduce -1.2% 1,568,202 $586.5M
Mariner, LLC 1.13% Add +5.4% 1,564,202 $585.0M
Goldman Sachs Group Inc. 0.11% Reduce -0.5% 1,513,145 $565.9M
JPMorgan Chase & Co. 0.05% Reduce -5.0% 1,501,745 $561.7M
HighTower Advisors, LLC 0.82% Add +13.1% 1,415,350 $529.2M
Raymond James Financial Services Advisors, Inc. 0.72% Add +1.8% 1,360,023 $508.7M
Performance Wealth Partners, LLC 17.44% Add +2.5% 1,265,164 $473.2M
Modera Wealth Management, LLC 6.02% Add +13.2% 1,092,277 $408.5M
Cetera Investment Advisers 0.90% Add +0.4% 1,040,159 $389.0M
Choreo, LLC 6.49% Add +5.8% 1,037,363 $386.5M
Mission Wealth Management, LP 10.08% Reduce -3.5% 993,521 $371.6M
Truist Financial Corp. 0.57% Add +1.9% 992,002 $371.0M
Captrust Financial Advisors 1.17% Add +11.7% 973,924 $364.3M
Charles Schwab Investment Management Inc. 0.07% Add +40.0% 953,651 $356.7M
Raymond James & Associates 0.23% Add +1.3% 947,701 $354.4M
Provida Pension Fund Administrator 8.55% Add +167.9% 909,067 $339.6M
CBIZ Investment Advisory Services, LLC 18.06% Add +28.9% 858,940 $321.3M
Osaic Holdings, Inc. 0.75% Reduce -4.1% 851,885 $318.8M
Equitable Holdings, Inc. 3.04% Add +17.1% 772,902 $289.1M
Northeast Financial Consultants Inc 13.18% Add +3.5% 764,608 $286.0M
MML Investors Services, LLC 1.14% Add +0.9% 754,108 $282.0M
Moneta Group Investment Advisors LLC 4.36% Add +0.6% 729,468 $272.8M
Signature Estate & Investment Advisors LLC 6.73% Add +0.7% 718,819 $268.8M
Stifel Financial Corp. 0.29% Add +0.2% 694,876 $259.9M
Sanctuary Advisors, LLC 1.76% — 722,274 $242.1M
Corient Private Wealth LP 0.42% Add +0.5% 640,257 $239.5M
Merit Financial Group, LLC 5.18% Reduce -2.5% 627,764 $234.8M
Waverly Advisors, LLC 4.54% Add +4.6% 618,422 $231.3M
Cullen/Frost Bankers, Inc. 3.13% Add +4.6% 578,217 $216.3M
Mather Group, Llc. 2.52% Add +4.4% 594,334 $204.6M
United Capital Financial Advisors, LLC 1.71% Reduce -4.8% 531,892 $198.9M
Assetmark, Inc. 0.61% Reduce -1.6% 530,983 $198.6M
Wealth Enhancement Advisory Services, LLC 0.47% Add +6.2% 529,091 $197.9M
Avantax Advisory Services, Inc. 1.34% Add +49.6% 501,071 $187.4M
Garde Capital, Inc. 12.69% Reduce -2.8% 488,379 $182.7M
Retirement Investment Advisors, Inc. 22.05% — 485,607 $181.6M
Cambridge Investment Research Advisors, Inc. 0.62% Add +4.2% 451,861 $169.0M
Waldron Private Wealth LLC 7.52% Add +0.6% 448,747 $168.0M
Cwm, LLC 0.76% Add +1.6% 432,123 $161.6M
Truepoint, Inc. 4.61% Reduce -3.7% 431,840 $161.5M
Private Advisor Group, LLC 1.03% Add +2.7% 409,674 $153.2M
Kestra Advisory Services, LLC 0.85% Add +8.5% 452,054 $152.5M
Permanens Capital L.P. 15.40% Add +51.0% 402,843 $150.8M
Two Sigma Investments, LP 0.37% Reduce -12.3% 402,600 $150.6M
Citigroup Inc. 0.15% Add +5.1% 401,554 $150.2M
Brookstone Capital Management 2.49% Add +15.3% 398,415 $150.0M
Woodmont Investment Counsel LLC 12.11% Add +3.8% 396,404 $148.3M
Invictus Private Wealth, LLC 12.03% Add +2.2% 383,495 $143.4M
NewEdge Advisors, LLC 1.02% Add +18.0% 373,646 $139.7M
BOK Financial Private Wealth, Inc. 9.83% Add +0.7% 361,306 $135.3M
Gratus Capital, LLC 5.38% Add +1.7% 356,984 $133.5M
Envestnet Portfolio Solutions, Inc. 0.47% Add +0.2% 356,677 $133.4M
Venturi Wealth Management, LLC 7.79% Add +2.5% 351,604 $131.5M
Stephens Group Asset Management, LLC 11.69% Add +0.1% 342,762 $128.2M
Bank of Hawaii 5.71% Reduce -4.9% 332,388 $124.3M
Beacon Pointe Advisors, LLC 1.44% Add +0.9% 324,055 $121.2M
US Bancorp \de 0.17% Reduce -2.3% 323,692 $121.1M
Wealthspire Advisors, LLC 1.55% Add +3.8% 322,652 $120.7M
Coldstream Capital Management Inc. 2.93% Reduce -0.5% 321,635 $120.3M
Rezny Wealth Management, Inc. 31.88% Add +19.7% 318,706 $119.2M
Avior Wealth Management, LLC 5.08% Add +19.5% 316,011 $118.2M
Atria Wealth Solutions, Inc. 1.28% Reduce -3.5% 308,042 $115.3M
Strategies Wealth Advisors, LLC 16.47% Reduce -0.9% 302,324 $113.1M
Two Sigma Advisers, LP 0.25% Add +15.4% 299,700 $112.1M
Baird Financial Group, Inc. 0.22% Add +0.5% 285,914 $106.9M
Cornerstone Management, Inc. 23.39% Reduce -3.0% 284,404 $106.4M
Safeguard Financial, LLC 29.49% Add +12.8% 283,568 $106.1M
Manufacturers Life Insurance Company, The 0.10% Reduce -7.1% 278,671 $104.2M
Simon Quick Advisors, LLC 7.36% Add +11.5% 278,512 $104.2M
Mercer Global Advisors Inc. 0.28% Add +4.6% 288,258 $104.0M
Mosaic Family Wealth Partners, LLC 16.48% Add +0.4% 273,979 $102.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.19% Reduce -0.7% 269,713 $100.9M
CENTRAL TRUST Co 2.46% Reduce -5.0% 268,790 $100.5M
Creative Planning 0.11% Add +0.3% 267,534 $100.1M
Orion Porfolio Solutions, LLC 1.03% Add +3.2% 260,953 $97.6M
Orion Portfolio Solutions, LLC 1.03% Add +3.2% 260,953 $97.6M
Alliancebernstein L.P. 0.03% Reduce -0.7% 259,708 $97.1M
Trust Co of Tennessee 34.28% — 256,175 $95.8M
Mountain Capital Investment Advisors Inc. 22.95% Reduce -1.0% 238,972 $92.5M
Financial Synergies Wealth Advisors, Inc. 12.43% Reduce -1.0% 246,774 $92.3M
CFS Investment Advisory Services, LLC 7.44% New 245,512 $91.8M
Rockefeller Capital Management L.P. 0.26% Add +0.5% 244,934 $91.6M
Martel Wealth Advisors LLC 19.26% Reduce -3.3% 240,023 $89.8M
Summit Financial, LLC 4.09% Add +34.1% 238,781 $89.4M
Fifth Third Bancorp 0.34% Reduce -0.5% 235,836 $88.2M
White Lighthouse Investment Management Inc. 16.98% Add +0.5% 235,477 $88.0M
Vista Capital Partners, Inc. 10.72% Reduce -2.6% 231,225 $86.5M
Bessemer Group Inc. 0.15% Add +8.6% 225,461 $84.3M
Glenmede Trust Co. NA 0.43% Reduce -0.3% 225,237 $84.2M
Relyea Zuckerberg Hanson LLC 14.04% Add +2.3% 223,853 $83.7M
Brandywine Oak Private Wealth LLC 8.59% Reduce -6.4% 223,262 $83.5M
Pathstone Holdings, LLC 0.37% Reduce -29.9% 221,253 $82.8M
B. Riley Wealth Advisors, Inc. 2.10% Reduce -37.0% 219,786 $82.3M
CSM Advisors, LLC 5.61% No change 211,587 $79.1M
NSI Retail Advisors, LLC 13.57% No change 206,787 $77.3M
Steward Partners Investment Advisory, LLC 0.81% Add +4.5% 206,621 $77.3M
Cerity Partners LLC 0.21% Add +11.6% 205,815 $77.0M
Betterment LLC 0.20% Reduce -0.2% 201,700 $75.4M
Cable Hill Partners, LLC 8.14% Reduce -1.5% 200,453 $75.1M
RMR Wealth Builders 8.57% Add +2.4% 199,713 $74.7M
Becker Capital Management Inc. 2.56% Add +3.3% 199,089 $74.6M
Atria Investments, Inc 0.95% Reduce -0.1% 196,251 $73.4M
Blair William & Co. 0.22% Add +12.2% 193,571 $72.4M
HCR Wealth Advisors 10.22% Add +0.8% 191,228 $71.5M
Trust Co 9.19% Add +1.5% 190,386 $71.2M
Corrigan Financial, Inc. 17.51% No change 199,355 $68.6M
HTLF Bank 7.72% Add +0.3% 181,400 $67.8M
CreativeOne Wealth, LLC 3.40% Reduce -11.4% 179,628 $67.2M
Hirtle & Co., LLC 3.31% Reduce -1.3% 176,458 $66.0M
Jentner Corp 21.74% Reduce -0.7% 174,988 $65.4M
Cresset Asset Management, LLC 0.27% Add +79.8% 171,241 $64.1M
Crane Advisory, LLC 12.36% Reduce -1.0% 165,463 $64.1M
Pasadena Private Wealth, LLC 14.80% Add +2.5% 171,059 $64.0M
Sage Financial Group Inc. 5.48% Add +2.8% 169,096 $63.2M
Focus Partners Wealth 0.21% Add +84.8% 169,004 $63.2M
Janney Montgomery Scott LLC 0.19% Add +6.2% 168,859 $63.2M
Allworth Financial LP 0.40% Add +5.4% 166,924 $62.0M
Natixis Advisors, LLC 0.13% Reduce -13.5% 165,546 $61.9M
Signaturefd, LLC 1.24% Reduce -5.3% 163,188 $61.0M
Blue Edge Capital, LLC 9.98% Reduce -1.1% 161,167 $60.3M
Nadler Financial Group, Inc. 7.05% Add +0.6% 160,377 $60.0M
Destination Wealth Management 1.96% Reduce -1.5% 158,485 $59.3M
Veltria Advisors Corp. 21.16% Add +11.2% 157,561 $58.9M
Cambridge Associates LLC /Ma/ 2.66% No change 155,193 $58.0M
Sequoia Financial Advisors, LLC 0.70% Add +5.2% 154,874 $58.0M
Checchi Capital Advisers, LLC 4.58% Add +10.5% 154,658 $57.8M
TMD Wealth Management, LLC 12.59% Reduce -1.6% 153,451 $57.4M
Northern Trust Corp. 0.01% Add +0.2% 152,886 $57.2M
Venture Visionary Partners LLC 2.66% Add +0.8% 151,831 $56.8M
Florida Trust Wealth Management Co 1.92% Add +1.1% 150,389 $56.2M
Pinnacle Financial Partners Inc 1.20% Add +3.9% 150,149 $56.2M
EverSource Wealth Advisors, LLC 3.72% Add +14.8% 152,512 $56.0M
McIlrath & Eck, LLC 8.28% Add +1.5% 149,002 $55.7M
Comerica Bank 0.23% Add +6.1% 146,989 $55.0M
Partners in Financial Planning 11.93% Reduce -0.5% 146,784 $54.9M
Peninsula Wealth, LLC 10.21% Reduce -22.4% 141,459 $54.6M
Stevens Capital Partners 27.70% Add +13.0% 143,528 $53.7M
Total Wealth Planning, LLC 8.73% Reduce -4.4% 137,540 $53.2M
Chicago Partners Investment Group LLC 2.06% Reduce -0.3% 148,122 $53.1M
Condor Capital Management 5.02% Reduce -0.1% 140,332 $52.5M
Strata Wealth Advisors, LLC 17.76% Reduce -0.4% 137,853 $51.6M
Silvercrest Asset Management Group LLC 0.35% Add +51.6% 136,955 $51.2M
Penserra Capital Management LLC 0.62% Add +0.9% 131,112 $49.0M
Systematic Alpha Investments, LLC 1.86% No change 130,672 $48.9M
Strategic Investment Advisors / MI 5.92% Add +3.3% 129,932 $48.6M
Inspirion Wealth Advisors, LLC 7.36% Add +1.7% 128,600 $48.1M
Cahill Financial Advisors Inc. 6.57% Add +23.3% 128,184 $47.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.43% Reduce -4.5% 127,497 $47.7M
Vanguard Group Inc. 0.00% Add +14.3% 127,134 $47.5M
Kestra Private Wealth Services, LLC 0.95% Reduce -0.4% 126,245 $47.2M
TL Private Wealth 21.18% Reduce -0.6% 121,083 $46.9M
Presilium Private Wealth, LLC 11.81% Reduce -4.8% 124,975 $46.7M
Cary Street Partners Investment Advisory LLC 1.88% Add +4.1% 145,662 $46.6M
Bank of Montreal 0.01% Reduce -5.9% 122,950 $46.3M
Blackston Financial Advisory Group, LLC 25.90% New 155,977 $46.3M
Affinity Capital Advisors, LLC 9.64% Add +4.1% 122,708 $45.9M
Trustmark Bank Trust Department 3.67% Reduce -0.5% 122,347 $45.8M
Principle Wealth Partners LLC 3.48% Add +2.2% 122,304 $45.7M
Stephens Inc. 0.69% Add +10.9% 120,834 $45.2M
Pathway Financial Advisors LLC 12.20% Reduce -2.0% 120,742 $45.2M
Magnus Financial Group LLC 5.05% Add +4.3% 119,839 $44.8M
Strategic Blueprint, LLC 3.04% Add +15.7% 119,421 $44.7M
One Day In July LLC 5.55% Add +12.6% 119,101 $44.5M
Fee-Only Financial Planning, L.C. 29.93% Reduce -1.1% 118,864 $44.5M
Clark Asset Management, LLC 12.29% Add +7.2% 118,644 $44.4M
Advisory Services Network, LLC 0.91% Add +20.2% 118,172 $44.2M
MBM Wealth Consultants, LLC 14.87% Reduce -1.2% 112,217 $43.6M
Brickley Wealth Management 9.51% Reduce -0.5% 116,071 $43.4M
Connecticut Wealth Management, LLC 2.23% Reduce -0.6% 115,543 $43.2M
First Horizon Advisors, Inc. 1.29% Add +8.2% 113,616 $42.5M
Bokf, NA 0.76% Add +11.1% 112,471 $42.1M
Trek Financial, LLC 3.34% Reduce -5.1% 112,344 $42.0M
Strategic Investment Solutions, Inc. 13.30% — 112,017 $41.2M
One Capital Management, LLC 1.40% Reduce -19.0% 109,677 $41.0M
First Pacific Financial 10.14% Add +65.8% 105,487 $39.5M
Gleason Group, Inc. 7.96% Reduce -0.1% 104,799 $39.2M
DAVENPORT & Co LLC 0.25% Add +6.3% 104,443 $39.1M
SP Asset Management LLC 3.56% Reduce -1.7% 104,442 $39.1M
Acorn Financial Advisory Services Inc. 7.23% Reduce -2.1% 103,575 $38.7M
American Investment Services, Inc. 6.82% Reduce -1.8% 103,033 $38.5M
Scott Capital Advisors, LLC 11.36% Reduce -2.4% 98,991 $38.4M
Arax Advisory Partners 3.73% Reduce -1.7% 102,193 $38.2M
IFP Advisors, Inc 1.52% Add +102.5% 102,086 $38.2M
Jacobsen Capital Management 16.96% Add +0.1% 101,473 $38.0M
Archford Capital Strategies, LLC 6.13% Add +2.9% 101,178 $37.8M
Golden Road Advisors LLC 31.16% Reduce -5.1% 97,307 $37.8M
Summit Financial Wealth Advisors, LLC 7.63% Reduce -0.8% 100,666 $37.7M
Benchmark Wealth Management, LLC 20.04% Reduce -0.8% 100,575 $37.6M
Chaney Capital Management, Inc. 24.84% Add +9.8% 100,264 $37.5M
Ocean Park Asset Management, LLC 1.77% No change 99,764 $37.3M
CX Institutional 1.75% Add +149.4% 99,685 $37.3M
Global Strategic Investment Solutions, LLC 4.45% Reduce -0.5% 98,587 $36.9M
Townsquare Capital LLC 0.50% Reduce -3.0% 98,417 $36.8M
Certified Advisory Corp 4.62% Add +0.8% 98,310 $36.8M
MAI Capital Management 0.36% Add +0.2% 96,878 $36.2M
Vantagepoint Investment Advisers LLC 4.93% No change 95,790 $35.8M
PFG Advisors 2.42% Add +1.1% 95,540 $35.7M
Cornerstone Wealth Advisors, Inc. 10.54% Reduce -0.2% 94,123 $35.2M
Exencial Wealth Advisors, LLC 1.32% Reduce -10.3% 93,546 $35.0M
Old Mission Investment Co LLC 11.34% Add +0.4% 93,296 $34.9M
Grey Fox Wealth Advisors, LLC 12.00% Add +7.8% 94,090 $34.1M
Ieq Capital, LLC 0.46% Add +4.2% 90,471 $33.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.74% Add +3.1% 90,352 $33.8M
Legacies Wealth LLC 29.07% Reduce -1.8% 88,938 $33.3M
GenWealth Group, Inc. 8.17% Reduce -0.5% 88,750 $33.2M
Franklin Resources Inc. 0.01% Reduce -5.0% 87,668 $32.8M
Evergreen Capital Management LLC 1.15% Reduce -0.5% 84,703 $31.7M
Robertson Stephens Wealth Management, LLC 1.65% Add +0.8% 84,178 $31.5M
LVW Advisors, LLC 4.61% Add +3.0% 83,796 $31.3M
Mainsail Asset Management, LLC 24.68% Add +0.5% 83,272 $31.1M
Anderson Hoagland & Co. 3.23% Add +0.1% 79,242 $30.8M
Schechter Investment Advisors, LLC 2.31% Reduce -6.2% 81,848 $30.6M
TD Capital Management LLC 3.19% Reduce -0.5% 81,402 $30.4M
TD Private Client Wealth LLC 0.95% Add +0.3% 80,471 $30.1M
Foundations Investment Advisors, LLC 0.73% Add +8.2% 80,416 $30.1M
Dakota Wealth Management 0.70% Reduce -8.4% 79,727 $29.8M
Aire Advisors, LLC 6.79% Reduce -0.3% 79,699 $29.8M
Beacon Capital Management, LLC 5.46% Add +13.3% 79,282 $29.7M
AE Wealth Management LLC 0.30% Add +11.6% 78,874 $29.5M
Berkshire Money Management, Inc. 3.55% Add +27.2% 78,210 $29.3M
Wealthspan Partners, LLC 15.99% Add +2.7% 77,456 $29.0M
R. W. Roge & Company, Inc. 16.24% Reduce -2.0% 76,020 $28.4M
Blankinship & Foster, LLC 7.31% Reduce -4.5% 75,883 $28.4M
Parker Financial LLC 15.42% Reduce -2.9% 75,728 $28.3M
GoalVest Advisory LLC 8.95% Reduce -3.8% 74,887 $28.0M
DeDora Capital, Inc. 8.59% Reduce -0.2% 74,765 $28.0M
Duncan Williams Asset Management, LLC 23.52% Add +8.0% 74,595 $27.9M
Destiny Wealth Partners, LLC 5.00% Add +64.8% 74,413 $27.8M
Tobias Financial Advisors, Inc. 5.97% Reduce -1.2% 74,075 $27.7M
Legacy Financial Group, Inc. 10.45% Add +0.7% 73,818 $27.6M
Sandbox Financial Partners, LLC 10.52% Add +6.2% 73,391 $27.4M
Financial Planning & Information Services, Inc. 4.17% Reduce -9.8% 73,025 $27.3M
JNBA Financial Advisors 2.84% Add +2.7% 72,090 $27.0M
Mesirow Financial Investment Management, Inc. 0.61% Reduce -5.6% 71,899 $26.9M
Fifth Third Securities, Inc. 2.48% Reduce -0.4% 71,628 $26.8M
Whitegate Investment Counselors, Inc. 7.52% Reduce -2.6% 70,870 $26.5M
Ellis Investment Partners, LLC 5.58% Add +3.3% 70,546 $26.4M
Evolution Advisers, Inc. 15.16% Reduce -3.3% 70,489 $26.4M
Capital Wealth Management, LLC 12.03% Reduce -3.1% 70,227 $26.3M
Cambridge Capital Management, LLC 19.11% Reduce -0.7% 69,067 $25.8M
Financial Advisory Partners, LLC 9.65% Reduce -5.8% 68,984 $25.8M
M&T Bank Corp 0.09% Add +35.9% 68,885 $25.8M
Advisors Capital Management, LLC 0.45% Reduce -3.1% 68,870 $25.8M
Stratos Wealth Advisors, LLC 1.27% Reduce -1.3% 68,665 $25.7M
Towerpoint Wealth, LLC 12.69% Reduce -4.8% 67,978 $25.4M
Great Valley Advisor Group, Inc. 0.70% Reduce -1.5% 67,130 $25.1M
Tritonpoint Wealth, LLC 2.41% Add +0.4% 66,896 $25.1M
Hill Island Financial LLC 8.15% Reduce -1.4% 66,617 $24.9M
HB Wealth Management, LLC 0.29% Add +5.9% 66,467 $24.9M
Thrivent Financial for Lutherans 0.05% Reduce -37.8% 66,043 $24.7M
Brown Advisory Inc. 0.03% Add +26.8% 65,975 $24.7M
Acorn Creek Capital LLC 14.67% Add +2.0% 65,748 $24.6M
J.W. Cole Advisors, Inc. 1.15% Reduce -4.8% 65,488 $24.5M
Cannon Financial Strategists, Inc. 4.66% Reduce -0.9% 65,388 $24.5M
Warner Financial, Inc. 11.86% Add +0.3% 65,034 $24.3M
Relative Value Partners Group, LLC 3.16% New 64,958 $24.3M
Lake Street Private Wealth, LLC 3.16% Add +5.8% 64,958 $24.3M
Procyon Advisors, LLC 1.80% Reduce -2.4% 64,899 $24.3M
Wealthfront Advisers LLC 0.08% Add +9.6% 64,519 $24.1M
Websterrogers Financial Advisors, LLC 8.56% Add +2.1% 64,222 $24.0M
Beaumont Financial Advisors, LLC 1.91% Reduce -1.9% 63,700 $23.8M
Rise Advisors, LLC 12.61% Reduce -8.7% 63,628 $23.8M
Mgo One Seven LLC 1.12% Add +2.9% 63,236 $23.7M
Hiley Hunt Wealth Management 14.46% Reduce -6.6% 62,588 $23.4M
Mitchell McLeod Pugh & Williams Inc. 5.30% Add +3.4% 62,116 $23.2M
Creative Financial Designs Inc. 2.06% Add +304.6% 61,789 $23.1M
Forvis Mazars Wealth Advisors, LLC 0.57% Reduce -3.8% 61,247 $22.9M
FWG Holdings, LLC 11.47% Add +0.6% 60,599 $22.8M
Taylor Financial Group, Inc. 17.40% Add +1.6% 60,543 $22.6M
Stratos Investment Management, LLC 1.87% Reduce -1.3% 60,342 $22.6M
Arcadia Wealth Management, LLC 12.85% Add +9.4% 60,165 $22.5M
Everett Harris & Co. 0.29% Add +1.3% 60,090 $22.5M
OneDigital Investment Advisors LLC 0.28% Add +183.9% 59,970 $22.4M
Waterford Advisors, LLC 9.32% Add +0.6% 59,435 $22.2M
Brown Wealth Management, LLC 8.92% Add +2.3% 59,151 $22.1M
Joel Isaacson & Co., LLC 1.16% Add +9.7% 58,935 $22.0M
Stephen J. Garry & Associates, LLC 22.29% Add +0.4% 58,872 $22.0M
Waypoint Capital Advisors, LLC 5.47% Add +61.2% 58,486 $21.9M
Bragg Financial Advisors, Inc 0.97% Reduce -2.3% 58,404 $21.8M
Hoylecohen, LLC 1.65% Reduce -0.9% 58,236 $21.8M
Members Trust Co 0.66% Reduce -3.6% 58,198 $21.8M
Bay Harbor Wealth Management, LLC 7.58% Reduce -4.6% 58,067 $21.7M
VestGen Investment Management 6.43% Reduce -1.6% 58,091 $21.7M
Clayton Financial Group LLC 9.38% Add +5.4% 62,978 $21.7M
Moneco Advisors, LLC 3.18% Add +1.5% 57,851 $21.6M
Integrated Wealth Concepts LLC 0.30% Reduce -6.3% 57,847 $21.6M
Global Retirement Partners, LLC 0.68% Reduce -3.0% 57,695 $21.6M
Sovereign Financial Group, Inc. 5.36% Add +9.4% 57,491 $21.5M
Noble Family Wealth, LLC 6.14% Reduce -3.6% 57,054 $21.3M
Concurrent Investment Advisors, LLC 0.70% Add +14.0% 56,272 $21.0M
Prospera Financial Services Inc 0.58% Reduce -6.4% 56,143 $21.0M
Newton One Investments LLC 9.05% Add +0.1% 56,106 $21.0M
Cary Street Partners Asset Management LLC 3.07% Reduce -15.0% 55,874 $20.9M
American Trust 1.71% Add +410.6% 55,718 $20.8M
Aspire Private Capital, LLC 5.36% Reduce -8.4% 55,657 $20.8M
Marino, Stram & Associates LLC 5.06% Add +1.7% 55,346 $20.7M
Oppenheimer & Co. Inc. 0.33% Add +0.7% 54,751 $20.5M
SPC Financial, Inc. 1.89% Reduce -1.5% 54,532 $20.4M
Yeomans Consulting Group, Inc. 7.88% Reduce -12.1% 54,513 $20.4M
Goodman Advisory Group, LLC 6.09% Add +182.7% 54,477 $20.4M
Regent Peak Wealth Advisors LLC 4.60% Reduce -3.6% 53,769 $20.1M
Cassady Schiller Wealth Management, LLC 8.14% Add +27.4% 53,582 $20.0M
Commerce Bank 0.13% Reduce -0.0% 53,347 $20.0M
Market Street Wealth Management Advisors LLC 3.41% Add +1.0% 53,079 $19.9M
Mutual Advisors, LLC 0.60% Add +23.9% 54,346 $19.7M
Associated Banc-Corp 0.61% Reduce -3.3% 52,538 $19.6M
RFG Advisory, LLC 0.64% Add +28.2% 52,372 $19.6M
First Heartland Consultants, Inc. 1.94% Add +19.8% 52,282 $19.6M
Veery Capital, LLC 7.88% Reduce -5.5% 51,983 $19.4M
Etfidea, LLC 6.57% Reduce -0.6% 51,956 $19.4M
Kohmann Bosshard Financial Services, LLC 2.58% Reduce -2.6% 51,150 $19.1M
Allspring Global Investments Holdings, LLC 0.03% Add +58240.2% 50,756 $19.0M
Francis Financial, Inc. 5.68% Add +2.4% 49,981 $18.7M
Neuberger Berman Group LLC 0.02% Add +2.8% 49,798 $18.6M
Prime Capital Investment Advisors, LLC 0.28% Reduce -22.0% 49,720 $18.6M
Signet Financial Management, LLC 2.50% Reduce -2.3% 49,530 $18.5M
Gray Wealth Management Inc. 7.93% Add +4.5% 49,136 $18.4M
Heartwood Wealth Advisors LLC 2.18% Add +0.1% 48,817 $18.3M
Platte River Wealth Advisors, LLC 5.11% Add +3.7% 48,673 $18.2M
Financial Insights, Inc. 5.05% Reduce -2.6% 48,604 $18.2M
Retirement Planning Group, LLC 1.15% Reduce -2.6% 48,568 $18.2M
Tenret Co LLC 12.57% Reduce -3.0% 48,544 $18.2M
Regal Investment Advisors LLC 1.20% Reduce -2.8% 48,272 $18.1M
Roof Eidam Maycock Peralta, LLC 4.88% Add +1.9% 48,097 $18.0M
Milestone Investment Advisors LLC 4.73% Reduce -0.7% 47,595 $17.8M
Angeles Investment Advisors, LLC 0.91% Add +98.3% 47,530 $17.8M
IVC Wealth Advisors LLC 9.93% Reduce -5.1% 47,497 $17.8M
Perigon Wealth Management, LLC 0.51% Add +51.0% 47,379 $17.7M
Black Diamond Financial, LLC 3.41% Reduce -0.5% 47,189 $17.6M
Sowell Financial Services LLC 0.84% Reduce -4.3% 47,072 $17.6M
Legacy Edge Advisors, LLC 3.24% Reduce -3.9% 47,066 $17.6M
Beacon Financial Group 2.00% Add +54.3% 46,822 $17.5M
Baron Silver Stevens Financial Advisors, LLC 3.35% Reduce -1.4% 46,814 $17.5M
Manchester Capital Management LLC 2.10% Reduce -0.1% 46,724 $17.5M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +53.8% 46,300 $17.5M
McAlister, Sweet & Associates, Inc. 12.54% Add +8.4% 46,660 $17.5M
Harbour Investments, Inc. 0.59% Add +10.2% 46,387 $17.3M
Cutler Investment Counsel LLC 2.36% Add +4.3% 46,327 $17.3M
Financial Advocates Investment Management 1.08% Reduce -46.4% 46,244 $17.3M
IAG Wealth Partners, LLC 3.47% Reduce -6.9% 46,130 $17.3M
Dominguez Wealth Management Solutions, Inc. 12.82% Add +5.3% 45,517 $17.0M
Prosperity Planning, Inc. 5.84% Reduce -0.8% 45,463 $17.0M
Wealth Alliance Advisory Group, LLC 3.82% Add +0.1% 45,377 $17.0M
Investment Advisory Group, LLC 6.54% Add +5.2% 45,263 $16.9M
Guardian Capital Advisors LP 1.80% Reduce -15.3% 43,120 $16.9M
Salomon & Ludwin, LLC 1.87% Reduce -22.8% 44,721 $16.7M
Silicon Valley Capital Partners 2.29% Add +2.1% 44,521 $16.7M
Advantage Trust Co 11.89% Add +4.1% 44,292 $16.6M
Dagco, Inc. 7.24% Reduce -0.9% 43,641 $16.3M
CIBC Private Wealth Group LLC 0.03% Add +1.1% 41,949 $16.3M
BTC Capital Management, Inc. 1.50% Add +18.9% 43,187 $16.2M
Robinswood Financial LLC 6.50% Add +3.2% 42,955 $16.1M
Leeward Financial Partners, LLC 6.42% Add +14.8% 42,302 $15.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.64% Reduce -0.8% 42,269 $15.8M
Onyx Bridge Wealth Group LLC 2.58% Reduce -25.0% 41,997 $15.7M
Quotient Wealth Partners, LLC 0.55% Reduce -14.4% 41,650 $15.6M
Win Advisors, Inc. 6.86% New 41,087 $15.4M
Ameritas Advisory Services, LLC 0.58% Add +3.0% 41,035 $15.3M
Fsa Wealth Partners, Inc. 4.16% New 40,664 $15.2M
Topel & Distasi Wealth Management, LLC 6.68% Add +0.8% 40,621 $15.2M
Planning Alternatives Ltd. 2.45% Reduce -0.1% 40,501 $15.1M
Kennicott Capital Management LLC 6.29% Reduce -1.1% 40,454 $15.1M
Lokken Investment Group LLC 7.01% Add +5.1% 39,833 $14.9M
FC Advisory LLC 5.43% Reduce -3.2% 39,605 $14.8M
Keeler & Nadler Financial Planning & Wealth Management 8.11% Reduce -3.0% 39,489 $14.8M
Olistico Wealth, LLC 9.36% Add +1.8% 39,245 $14.7M
Pinion Investment Advisors, LLC 7.29% Reduce -2.9% 39,204 $14.7M
Gill Capital Partners, LLC 5.65% Add +2.0% 39,046 $14.6M
Mechanics Bank Trust Department 2.08% Reduce -6.5% 38,862 $14.5M
REAP Financial Group, LLC 3.90% Reduce -1.7% 38,789 $14.5M
DDFG, Inc 4.46% Reduce -1.4% 38,605 $14.4M
Stratos Wealth Partners, LTD. 0.23% Reduce -5.1% 38,560 $14.4M
Great Diamond Partners, LLC 3.37% Reduce -1.9% 38,369 $14.4M
Falcon Wealth Planning 1.85% Reduce -36.0% 38,127 $14.3M
Leonard Rickey Investment Advisors P.L.L.C. 3.40% Add +5.2% 37,914 $14.2M
Stage Harbor Financial, LLC 13.69% Add +3.2% 37,900 $14.2M
Peterson Wealth Services 4.95% Reduce -6.7% 37,865 $14.2M
Werba Rubin Papier Wealth Management 3.90% Add +64.2% 37,733 $14.1M
SWP Financial LLC 9.31% Add +30.0% 37,663 $14.1M
Horizon Family Wealth, Inc. 10.66% Reduce -7.0% 37,431 $14.0M
BLB&B Advisors, LLC 0.76% Reduce -13.7% 37,253 $13.9M
Koshinski Asset Management, Inc. 1.28% Reduce -3.0% 35,506 $13.8M
AdvisorNet Financial, Inc 1.25% Add +2.5% 36,847 $13.8M
Consolidated Portfolio Review Corp 3.21% Add +43.4% 36,836 $13.8M
Cedrus LLC 6.88% Add +5.4% 36,783 $13.8M
Cora Capital Advisors LLC 7.08% Reduce -0.4% 36,751 $13.7M
Matrix Private Capital Group LLC 8.57% Add +9.5% 36,408 $13.6M
25 LLC 6.46% Add +3.0% 36,368 $13.6M
Financial Counselors Inc. 0.22% Add +1.1% 36,366 $13.6M
Buckingham Strategic Wealth, LLC 0.14% Add +0.3% 36,210 $13.5M
Safir Wealth Advisors, LLC 11.04% Reduce -2.6% 36,036 $13.5M
Focus Partners Advisor Solutions, LLC 0.35% Add +3.9% 36,024 $13.5M
Savant Capital, LLC 0.13% Add +61.7% 36,022 $13.5M
Howard Wealth Management, LLC 10.60% Add +1.1% 35,921 $13.4M
Watershed Private Wealth LLC 5.70% Add +64.0% 35,798 $13.4M
GenTrust, LLC 0.72% Add +1699.7% 35,579 $13.3M
Snowden Capital Advisors LLC 0.40% Add +0.5% 35,539 $13.3M
Financial Connections Group, Inc. 6.88% New 35,430 $13.3M
Ascent Group, LLC 1.08% Reduce -4.2% 35,333 $13.2M
Gemmer Asset Management LLC 1.41% Add +0.8% 35,281 $13.2M
Capital Analysts, LLC 0.58% Reduce -3.1% 35,185 $13.2M
Concourse Financial Group Securities, Inc. 0.82% Add +0.0% 35,047 $13.1M
Rodgers & Associates, LTD 1.68% Reduce -5.7% 34,933 $13.1M
Bristlecone Advisors, LLC 1.11% Reduce -1.9% 34,826 $13.0M
Founders Financial Securities LLC 1.23% Add +25.4% 34,815 $13.0M
UMB Bank, n.a. 0.21% Add +6.0% 34,552 $12.9M
Addison Advisors LLC 4.15% Reduce -0.4% 34,397 $12.9M
BW Gestao de Investimentos Ltda. 1.69% No change 34,225 $12.8M
Hurlow Wealth Management Group, Inc. 4.38% Reduce -0.7% 34,154 $12.8M
Arete Wealth Advisors, LLC 1.04% Reduce -18.5% 33,856 $12.7M
Baltimore-Washington Financial Advisors, Inc. 0.74% Add +8.6% 33,400 $12.5M
LaSalle St. Investment Advisors, LLC 6.23% Reduce -9.1% 33,344 $12.5M
Romano Brothers and Company 1.72% Add +7.2% 33,284 $12.4M
Oak Root LLC 1.65% Add +0.7% 33,066 $12.4M
Flagship Harbor Advisors, LLC 0.74% Reduce -6.5% 32,995 $12.3M
Scotia Capital Inc. 0.07% Reduce -14.6% 32,886 $12.3M
QRG Capital Management, Inc. 0.15% Reduce -1.1% 32,869 $12.3M
Synovus Financial Corp. 0.16% Reduce -0.4% 32,811 $12.3M
Clarius Group, LLC 0.87% Reduce -4.5% 32,634 $12.2M
StoneX Group Inc. 0.97% Add +4.7% 32,514 $12.2M
&partners 0.53% Add +171.2% 32,513 $12.2M
Aries Wealth Management 3.79% Add +3.3% 32,200 $12.0M
SCS Capital Management LLC 0.25% Add +14.9% 32,192 $12.0M
Nations Financial Group Inc, /Ia/ 0.98% Add +2.0% 32,155 $12.0M
Cyndeo Wealth Partners, LLC 0.94% Reduce -4.2% 32,096 $12.0M
Thrive Wealth Management, LLC 2.31% Add +2.0% 31,547 $11.8M
O'Brien Wealth Partners LLC 2.65% Add +17.8% 31,509 $11.8M
Berger Financial Group, Inc 0.94% Add +1.9% 31,437 $11.8M
Westwood Holdings Group Inc. 0.10% Reduce -0.9% 31,411 $11.7M
Marshall Financial Group Inc. 3.81% Reduce -0.5% 31,390 $11.7M
Capital Investment Advisory Services, LLC 1.21% Add +232.0% 31,355 $11.7M
JMG Financial Group, Ltd. 0.44% Add +0.7% 31,303 $11.7M
Semmax Financial Advisors Inc. 3.51% Add +3.4% 32,065 $11.7M
Lindbrook Capital, LLC 1.09% Add +0.6% 31,042 $11.6M
Capital Advisors, Ltd. LLC 1.51% Reduce -0.3% 31,015 $11.6M
Regions Financial Corp. 0.09% Add +48.7% 30,482 $11.4M
Sandy Spring Bank 0.50% Add +9.7% 30,436 $11.4M
Howard Capital Management, LLC 1.11% Reduce -0.5% 30,168 $11.3M
NORTHSTAR ASSET MANAGEMENT Co 2.73% Add +0.9% 30,135 $11.3M
MCF Advisors LLC 0.85% Add +0.1% 30,086 $11.3M
Horizon Bancorp Inc. 5.27% Add +8.5% 29,641 $11.1M
Citizens Financial Group Inc. 0.25% Add +4.4% 29,535 $11.1M
Cranbrook Wealth Management, LLC 2.70% Reduce -0.8% 29,386 $11.0M
Krilogy Financial LLC 0.81% Add +7.2% 29,279 $11.0M
NewEdge Wealth, LLC 0.24% Reduce -26.5% 29,215 $10.9M
Elevated Capital Advisors, LLC 3.03% Reduce -5.2% 28,851 $10.8M
VeraBank, N.A. 3.35% Add +2.8% 28,822 $10.8M
Gotham Asset Management 0.14% Add +29.7% 28,819 $10.8M
Clearstead Advisors, LLC 0.18% Add +477.6% 28,758 $10.8M
Agf Management Ltd. 0.06% Reduce -2.8% 28,642 $10.7M
Kraft, Davis & Associates, LLC 3.24% Add +1.2% 29,565 $10.7M
Hohimer Wealth Management, LLC 2.46% Add +3.7% 28,376 $10.6M
Raymond James Trust N.A. 0.25% Add +22.0% 28,340 $10.6M
Kingsview Wealth Management, LLC 0.25% Add +5.2% 28,062 $10.5M
Integrity Wealth Solutions LLC 6.79% Add +1.1% 27,875 $10.4M
Parallel Advisors, LLC 0.27% Add +199.0% 27,828 $10.4M
Novak & Powell Financial Services, Inc. 6.42% Reduce -20.1% 27,654 $10.3M
Impact Partnership Wealth, LLC 2.72% Add +8.6% 27,642 $10.3M
Smith & Howard Wealth Management, LLC 3.08% Reduce -0.4% 27,599 $10.3M
AlphaStar Capital Management, LLC 0.95% Reduce -23.3% 27,577 $10.3M
Hubbell Strickland Wealth Management, LLC 5.17% Add +0.2% 27,542 $10.3M
Csenge Advisory Group 0.58% Add +8.4% 27,292 $10.2M
O'shaughnessy Asset Management, LLC 0.11% Add +10.1% 27,234 $10.2M
Texas Yale Capital Corp. 0.48% Add +0.3% 27,107 $10.1M
Financial Life Advisors 4.11% Reduce -3.3% 27,099 $10.1M
Beacon Bridge Wealth Partners, LLC 4.64% Add +80.8% 27,032 $10.1M
Clark Financial Services Group Inc. 10.57% Add +5.1% 26,806 $10.0M
NWF Advisory Services Inc. 1.59% Add +0.2% 26,771 $10.0M
Petix & Botte Co 2.83% Reduce -50.7% 26,745 $10.0M
Obsidian Cio, LLC 2.37% Add +7.6% 26,705 $10.0M
IHT Wealth Management, LLC 0.37% Add +0.8% 26,674 $10.0M
N.E.W. Advisory Services LLC 1.08% Reduce -1.5% 26,669 $10.0M
Everhart Financial Group, Inc. 2.58% Reduce -5.4% 26,591 $9.9M
Gentry Private Wealth, LLC 8.73% — 26,557 $9.9M
Prostatis Group LLC 3.48% Reduce -0.0% 26,546 $9.9M
Ironsides Asset Advisors, LLC 3.30% Reduce -0.1% 26,517 $9.9M
Kathmere Capital Management, LLC 1.05% Reduce -1.1% 26,423 $9.9M
CW Advisors, LLC 0.16% Reduce -6.6% 26,307 $9.8M
First National Bank of Omaha 0.65% Add +2.2% 26,274 $9.8M
Independent Financial Group, LLC 0.39% Add +9.7% 26,226 $9.8M
Harbor Investment Advisory, LLC 1.02% Reduce -5.9% 26,178 $9.8M
Orser Capital Management, LLC 7.35% Add +115.1% 26,145 $9.8M
Hofer & Associates. Inc 7.55% Add +0.6% 26,036 $9.7M
Madison Park Capital Advisors, LLC 8.10% Add +43.4% 25,927 $9.7M
Segment Wealth Management, LLC 0.72% No change 25,926 $9.7M
Bath Savings Trust Co 1.03% Add +1.0% 25,925 $9.7M
Magnolia Capital Advisors LLC 5.41% New 25,833 $9.7M
Latigo Investments, LLC 4.92% No change 25,713 $9.6M
Copperwynd Financial, LLC 3.13% Reduce -7.7% 26,127 $9.6M
Certus Wealth Management, LLC 7.23% Add +204.5% 25,464 $9.5M
Washington Trust Advisors, Inc. 0.88% Add +0.0% 25,461 $9.5M
Integral Investment Advisors, Inc. 3.50% Add +30.8% 25,207 $9.5M
Nabity-Jensen Investment Management Inc 7.76% Reduce -0.1% 25,367 $9.5M
Fusion Capital, LLC 4.30% Reduce -0.1% 25,202 $9.4M
Von Berge Wealth Management Group, LLC 5.94% Reduce -2.0% 24,814 $9.3M
Bluespring Wealth Management, LLC 1.00% Reduce -8.0% 24,940 $9.3M
Elevation Capital Advisory, LLC 4.26% — 24,941 $9.3M
Simplicity Wealth,LLC 0.21% Add +8.5% 24,720 $9.2M
IFG Advisory, LLC 0.59% Add +2.2% 24,495 $9.2M
Windham Capital Management, LLC 7.13% Reduce -2.4% 23,775 $9.1M
Susquehanna International Group, LLP 0.02% Add +592.3% 24,349 $9.1M
Mayfair Advisory Group, LLC 6.16% Add +4.7% 23,565 $9.1M
Valeo Financial Advisors, LLC 0.28% Add +87.5% 24,223 $9.1M
Cornerstone Wealth Management, LLC 0.70% Reduce -0.7% 24,191 $9.0M
Wellspring Financial Advisors, LLC 1.01% Reduce 0.0% 944,783 $9.0M
Acropolis Investment Management, LLC 0.56% Add +0.9% 23,856 $8.9M
Ogorek Anthony Joseph /NY/ 3.09% Reduce -0.1% 23,779 $8.9M
B&D White Capital Company, LLC 1.86% Reduce -72.0% 23,774 $8.9M
Kathleen S. Wright Associates Inc. 4.08% Reduce -1.4% 23,763 $8.9M
New York Life Investment Management LLC 0.09% New 23,537 $8.8M
Drucker Wealth 3.0, LLC 2.32% — 23,318 $8.7M
First United Bank & Trust 3.24% Add +1.0% 23,244 $8.7M
Mathes Company, Inc. 3.18% No change 23,220 $8.7M
Prestige Wealth Management Group LLC 1.86% Reduce -4.6% 23,022 $8.6M
Jackson Wealth Management, LLC 1.85% Reduce -1.7% 23,018 $8.6M
Wealthspire Retirement, LLC 0.72% Reduce -2.5% 22,847 $8.5M
Bleakley Financial Group, LLC 0.25% Add +12.5% 22,776 $8.5M
ERn Financial, LLC 1.41% Add +0.5% 22,760 $8.5M
Verdence Capital Advisors LLC 0.75% Reduce -1.4% 22,596 $8.5M
Caprock Group, LLC 0.34% Add +15.2% 22,419 $8.4M
Hilltop Holdings Inc. 0.98% Reduce -1.1% 22,438 $8.4M
Gladstone Institutional Advisory LLC 0.44% Add +28.0% 22,392 $8.4M
Eagle Strategies LLC 1.60% Add +80.2% 22,386 $8.4M
Clearwater Capital Advisors, LLC 0.88% Reduce -1.6% 22,312 $8.3M
Dravo Bay LLC 4.59% Reduce -0.4% 22,118 $8.3M
Riversedge Advisors, LLC 2.01% Reduce -0.2% 22,090 $8.3M
Main Line Retirement Advisors, LLC 6.29% Add +3.2% 21,988 $8.2M
Edmonds Duncan Registered Investment Advisors, LLC 2.00% Reduce -4.4% 21,981 $8.2M
SageView Advisory Group, LLC 0.51% New 21,879 $8.2M
Nicolet Advisory Services, LLC 0.78% Reduce -4.6% 20,761 $8.1M
Intergy Private Wealth, LLC 3.32% Reduce -2.5% 21,513 $8.0M
Aveo Capital Partners, LLC 0.91% Reduce -4.1% 21,447 $8.0M
Laurel Wealth Advisors LLC 1.40% Reduce -2.4% 21,382 $8.0M
MidAtlantic Capital Management, Inc. 6.68% Reduce -0.5% 21,310 $8.0M
Yoder Wealth Management, Inc. 5.13% Reduce -0.3% 21,192 $7.9M
Leo Wealth, LLC 0.81% Add +1.8% 21,100 $7.9M
Marcum Wealth, LLC 0.79% Reduce -4.2% 21,162 $7.9M
Visionary Wealth Advisors 0.52% Add +8.6% 21,118 $7.9M
GW Henssler & Associates Ltd. 0.47% Add +3.9% 21,054 $7.9M
Hollencrest Capital Management 0.34% No change 20,696 $7.7M
Brio Consultants, LLC 1.28% Reduce -3.2% 20,688 $7.7M
Vicus Capital 0.70% Add +20.3% 20,651 $7.7M
LongView Wealth Management 2.84% Reduce -0.6% 20,589 $7.7M
PCA Investment Advisory Services Inc. 4.02% Reduce -3.2% 20,535 $7.7M
Wind River Trust Co 3.11% Reduce -1.0% 20,516 $7.7M
Wells Financial Advisors INC 5.02% Reduce -2.8% 20,375 $7.6M
Horizon Investments, LLC 0.21% Add +11.0% 20,334 $7.6M
Riverview Capital Advisers, LLC 2.56% Add +2.5% 20,333 $7.6M
Geneos Wealth Management Inc. 0.34% Add +3.6% 20,326 $7.6M
CWS Financial Advisors, LLC 2.97% Add +10.3% 20,176 $7.5M
Wescott Financial Advisory Group, LLC 0.87% Reduce -1.9% 20,124 $7.5M
Johnson Investment Counsel Inc. 0.08% Add +25.0% 19,942 $7.5M
FDx Advisors, Inc. 2.05% Reduce -3.3% 19,859 $7.4M
One Charles Private Wealth Services, LLC 3.09% Add +16.6% 19,837 $7.4M
Citadel Advisors 0.01% Add +175.8% 19,820 $7.4M
Wealthcare Advisory Partners LLC 0.23% Add +8.6% 19,772 $7.4M
Angeles Wealth Management, LLC 0.69% No change 19,769 $7.4M
Dentgroup LLC 5.95% Reduce -2.1% 19,732 $7.4M
AlTi Global, Inc. 0.20% Reduce -0.2% 19,550 $7.3M
Simmons Bank 0.55% Reduce -1.8% 19,511 $7.3M
McKinley Carter Wealth Services, Inc. 0.46% Reduce -0.9% 19,446 $7.3M
SouthState Bank Corp 0.53% Add +3014.8% 19,405 $7.3M
Defined Wealth Management, LLC 5.05% Add +3.1% 19,398 $7.3M
Osborne Partners Capital Management, LLC 0.43% Add +0.8% 19,389 $7.3M
GC Wealth Management RIA, LLC 1.43% Add +13.1% 19,351 $7.2M
Lansing Street Advisors 3.01% Add +15.2% 19,303 $7.2M
Karpus Management, Inc. 0.20% Reduce -11.7% 19,254 $7.2M
Cardiff Park Advisors, LLC 0.68% Reduce -1.1% 18,826 $7.0M
Register Financial Advisors LLC 3.55% Add +7.2% 18,792 $7.0M
Legacy PCG, LLC 4.41% Reduce -3.1% 18,766 $7.0M
Ausdal Financial Partners, Inc. 0.75% Add +0.2% 18,737 $7.0M
Perennial Investment Advisors, LLC 1.00% Add +5.4% 18,644 $7.0M
Diversified Portfolios, Inc. 0.91% Reduce -0.6% 18,545 $6.9M
Pine Valley Investments Ltd Liability Co 0.51% Add +5.3% 18,413 $6.9M
Willis Johnson & Associates, Inc. 0.56% Reduce -4.1% 18,423 $6.9M
Kure Advisory, LLC 5.65% Reduce -1.3% 18,390 $6.9M
Spire Wealth Management 0.23% Add +6.7% 17,809 $6.7M
Advisory Alpha, LLC 0.26% Reduce -69.2% 17,772 $6.6M
Foguth Wealth Management, LLC. 2.93% Add +25.3% 17,752 $6.6M
Disciplined Investments, LLC 3.52% Reduce -1.5% 17,668 $6.6M
PFG Investments, LLC 0.47% Reduce -49.4% 17,417 $6.5M
Fonville Wealth Management LLC 2.58% Add +3.4% 17,385 $6.5M
Northstar Group, Inc. 1.28% Add +4.1% 17,353 $6.5M
Sightline Wealth Advisors, LLC 4.03% Add +10.1% 17,328 $6.5M
Oak Harvest Investment Services 1.01% Add +21.4% 17,052 $6.4M
Calton & Associates, Inc. 3.18% Reduce -2.3% 16,962 $6.3M
Scott & Selber, Inc. 2.02% No change 16,957 $6.3M
Brighton Jones LLC 0.21% Add +1.7% 16,886 $6.3M
SOL Capital Management CO 0.76% Add +4.1% 16,882 $6.3M
Continuum Wealth Advisors, LLC 3.30% Add +12.0% 16,760 $6.3M
Estate Counselors, LLC 0.68% Add +11.3% 16,720 $6.3M
Abbot Financial Management, Inc. 3.34% Reduce -0.1% 16,676 $6.2M
Rehmann Capital Advisory Group 0.45% Reduce -2.7% 16,631 $6.2M
Twin Focus Capital Partners, LLC 0.99% Add +13.6% 16,514 $6.2M
Kovack Advisors, Inc. 0.68% Reduce -4.3% 16,481 $6.2M
Kendall Capital Management 2.05% Add +16.5% 16,464 $6.2M
Park Avenue Securities LLC 0.07% Add +15.6% 16,418 $6.1M
Greenline Partners, LLC 0.93% New 16,286 $6.1M
First County Bank 3.15% Add +43.0% 16,373 $6.1M
Emerald Advisors, LLC 0.93% Reduce -4.7% 16,334 $6.1M
Element Pointe Advisors, LLC 1.55% Add +0.7% 16,307 $6.1M
GPS Wealth Strategies Group, LLC 0.91% Add +10.2% 16,231 $6.1M
MA Private Wealth 1.20% Reduce -0.4% 16,203 $6.1M
EMC Capital Management 3.51% Reduce -9.5% 16,122 $6.1M
MSH Capital Advisors LLC 2.02% Add +0.6% 16,165 $6.0M
VitalStone Financial, LLC 4.35% Add +25.0% 16,030 $6.0M
Weinberger Asset Management, Inc 2.81% Reduce -0.7% 15,967 $6.0M
HBK Sorce Advisory LLC 0.21% Reduce -6.6% 15,945 $6.0M
Lido Advisors, LLC 0.05% Add +1.6% 15,889 $5.9M
Mustard Seed Financial, LLC 5.68% Add +3.9% 15,868 $5.9M
Capital Planning Advisors, LLC 1.01% Reduce -0.1% 15,789 $5.9M
Dynamic Advisor Solutions LLC 0.18% Reduce -1.2% 15,710 $5.9M
Insight Advisors, LLC/ PA 1.07% Add +0.0% 15,671 $5.9M
Hexagon Capital Partners LLC 1.27% Reduce -8.8% 15,651 $5.9M
CGN Advisors LLC 0.68% Reduce -0.1% 15,631 $5.8M
WealthShield Partners, LLC 0.89% Add +2.9% 15,579 $5.8M
Cascade Wealth Advisors, Inc 4.31% Reduce -17.9% 16,242 $5.8M
Abich Financial Wealth Management LLC 3.89% Reduce -40.7% 15,306 $5.7M
Gallagher Fiduciary Advisors, LLC 1.28% Reduce -2.0% 15,225 $5.7M
Richardson Financial Services Inc. 4.09% Add +0.4% 15,200 $5.7M
Edge Capital Group, LLC 0.27% Add +2.7% 15,169 $5.7M
Agate Pass Investment Management, LLC 3.01% Add +19.3% 15,127 $5.7M
Clarus Wealth Advisors 2.98% Reduce -0.3% 14,320 $5.6M
Hengehold Capital Management LLC 0.58% Reduce -2.7% 14,957 $5.6M
Smith, Moore & Co. 0.58% Reduce -1.4% 14,936 $5.6M
WESPAC Advisors SoCal, LLC 1.40% Reduce -8.0% 14,927 $5.6M
Capital Planning LLC 1.65% Add +46.4% 14,731 $5.5M
Carnegie Investment Counsel 0.17% Reduce -2.3% 14,745 $5.5M
Wedbush Securities Inc. 0.20% Add +0.5% 14,662 $5.5M
Essex Financial Services, Inc. 0.41% Add +10.0% 15,546 $5.5M
Curran Financial Partners, LLC 1.83% Reduce -1.4% 14,629 $5.5M
First PREMIER Bank 1.46% Add +6.8% 14,547 $5.4M
Advocacy Wealth Management, LLC 0.45% Reduce -9.4% 14,546 $5.4M
Facet Wealth, Inc. 0.17% Reduce -3.9% 15,142 $5.4M
GFS Advisors, LLC 0.87% Reduce -87.0% 1,890 $5.4M
Cohen Klingenstein LLC 0.20% Add +0.5% 14,448 $5.4M
Tower View Wealth Management LLC 3.10% Add +39.1% 14,438 $5.4M
M3 Advisory Group, LLC 4.44% Add +6.3% 14,403 $5.4M
Moody National Bank Trust Division 0.42% New 14,330 $5.4M
Dopkins Wealth Management, LLC 3.23% Reduce -4.1% 14,194 $5.3M
Curi Capital, LLC 0.13% Reduce -2.9% 14,113 $5.3M
Droms Strauss Advisors Inc. /Mo/ 1.91% Reduce -1.5% 14,108 $5.3M
HTG Investment Advisors, Inc. 2.84% Add +6.1% 14,080 $5.3M
Aspen Wealth Management LLC 1.82% Add +39.2% 14,057 $5.3M
Aspiriant, LLC 0.21% Add +29.4% 14,042 $5.3M
Quadcap Wealth Management, LLC 0.94% Add +351.6% 13,969 $5.2M
Strategic Financial Partners, Ltd. 2.86% Reduce -0.8% 13,906 $5.2M
Fisher Asset Management 0.00% Reduce -56.8% 13,895 $5.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Reduce -4.7% 13,859 $5.2M
MeadowBrook Investment Advisors LLC 4.98% Add +800836.4% 88,103 $5.2M
Level Four Advisory Services, LLC 0.23% Reduce -5.8% 13,809 $5.2M
Choate Investment Advisors 0.14% No change 13,776 $5.2M
Catalyst Private Wealth, LLC 2.72% Add +3.2% 13,760 $5.1M
Sentinel Pension Advisors, LLC 1.07% Reduce -1.6% 13,759 $5.1M
Muirfield Wealth Advisors LLC 4.83% Add +1.0% 13,746 $5.1M
Spotlight Asset Group, Inc. 3.59% Reduce -1.2% 13,733 $5.1M
Wellington Management Group LLP 0.00% Add +92.6% 13,714 $5.1M
Empower Advisory Group, LLC 0.02% Reduce -4.8% 13,633 $5.1M
Chris Bulman Inc 3.47% — 13,581 $5.1M
Norris Perne & French LLP 0.37% Add +0.4% 13,578 $5.1M
Revolve Wealth Partners, LLC 0.83% Reduce -0.9% 13,447 $5.0M
Donaldson Capital Management, LLC 0.21% Reduce -2.8% 13,396 $5.0M
High Net Worth Advisory Group LLC 1.51% Add +16.2% 13,343 $5.0M
Sigma Planning Corp 0.16% Reduce -8.1% 13,285 $5.0M
Planning Directions Inc. 3.38% Reduce -3.0% 13,256 $5.0M
Fifth Third Wealth Advisors LLC 0.37% Add +88.6% 13,146 $4.9M
Centaurus Financial, Inc. 0.33% Add +7.2% 13,123 $4.9M
Sensible Financial Planning & Management, LLC. 1.06% No change 13,100 $4.9M
TPG Financial Advisors, LLC 2.32% — 13,078 $4.9M
Parkside Financial Bank & Trust 0.77% Reduce -2.0% 13,076 $4.9M
Ritholtz Wealth Management 0.16% Reduce -7.6% 13,056 $4.9M
Titleist Asset Management, LLC 0.74% Add +26.2% 12,991 $4.9M
Bay Rivers Group 2.52% Add +1.7% 12,980 $4.9M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -0.1% 12,878 $4.8M
Compound Planning, Inc. 0.36% Reduce -0.3% 12,829 $4.8M
Culbertson A N & Co. Inc. 0.84% Reduce -11.9% 12,828 $4.8M
NorthCoast Asset Management LLC 0.04% Add +413.4% 12,758 $4.8M
Barrett & Company, Inc. 2.16% Reduce -1.8% 12,753 $4.8M
Spreng Capital Management, Inc. 2.45% Add +29.1% 12,638 $4.7M
SVB Wealth LLC 0.12% Reduce -48.9% 12,607 $4.7M
Forte Capital LLC 0.57% Reduce -2.8% 12,602 $4.7M
Pine Harbor Wealth Management, LLC 2.77% Add +1.4% 12,591 $4.7M
Security Financial Services, INC. 1.02% Reduce -0.3% 12,570 $4.7M
Walden Wealth Partners LLC 2.62% Add +1.1% 12,536 $4.7M
Laraway Financial Advisors Inc 4.00% Add +0.9% 12,518 $4.7M
EnRich Financial Partners LLC 1.71% Reduce -3.9% 12,491 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -2.0% 12,409 $4.6M
Greystone Financial Group, LLC 0.90% Add +2.0% 12,318 $4.6M
Battery Global Advisors, LLC 3.03% No change 12,241 $4.6M
Asset Allocation & Management Company, LLC 3.01% No change 12,189 $4.6M
Zions Bancorporation, N.A. 0.36% Reduce -4.2% 12,138 $4.5M
Blueprint Investment Partners LLC 0.98% Add +15.6% 12,066 $4.5M
Quantinno Capital Management LP 0.08% Add +11.0% 12,046 $4.5M
Western Wealth Management, LLC 0.33% Reduce -0.3% 12,045 $4.5M
NCM Capital Management, LLC 2.36% Add +0.7% 12,029 $4.5M
Stokes Family Office, LLC 0.53% Reduce -4.0% 12,022 $4.5M
Glass Jacobson Investment Advisors llc 1.63% Reduce -2.5% 11,996 $4.5M
Kelleher Financial Advisors 1.81% No change 11,759 $4.4M
Keybank National Association 0.02% Add +0.9% 11,738 $4.4M
Avion Wealth 1.21% Reduce -1.9% 11,730 $4.4M
Focus Financial Network, Inc. 0.18% Reduce -4.0% 11,467 $4.3M
Glen Eagle Advisors, LLC 0.79% Add +23.9% 11,531 $4.3M
Motiv8 Investments LLC 3.20% Reduce -1.1% 11,496 $4.3M
Wedmont Private Capital 0.27% Add +0.0% 11,141 $4.3M
Roman Butler Fullerton & Co. 1.39% Add +2.3% 10,957 $4.3M
Cumberland Advisors Inc. 1.76% Add +37.7% 11,470 $4.3M
Opinicus Capital, Inc. 3.60% Add +0.5% 11,387 $4.3M
Composition Wealth, LLC 0.10% Add +0.1% 11,364 $4.3M
Farther Finance Advisors, LLC 0.21% Add +19.1% 11,275 $4.2M
Leavell Investment Management, Inc. 0.23% Reduce -1.1% 11,309 $4.2M
Diversified Trust Co. 0.12% Reduce -1.6% 11,263 $4.2M
Gilliland Jeter Wealth Management LLC 1.41% Add +0.4% 11,213 $4.2M
Institute for Wealth Management, LLC. 0.56% Reduce -8.8% 11,212 $4.2M
Veridan Wealth LLC 1.66% — 9,460 $4.1M
Apexium Financial, LP 0.30% Add +1.2% 11,071 $4.1M
Family CFO Inc 2.55% Reduce -0.1% 11,064 $4.1M
Moulton Wealth Management, Inc. 3.75% New 10,580 $4.1M
Tradition Wealth Management, LLC 0.40% Reduce -1.1% 11,049 $4.1M
Kwmg, LLC 0.45% Reduce -8.2% 11,047 $4.1M
Coastal Bridge Advisors, LLC 1.02% Add +2.7% 11,024 $4.1M
Evercore Wealth Management, LLC 0.06% Reduce -0.8% 11,014 $4.1M
Birchcreek Wealth Management, LLC 2.31% Reduce -17.8% 10,950 $4.1M
Avidian Wealth Enterprises, LLC 0.20% Add +4.0% 10,944 $4.1M
Gradient Capital Advisors, LLC 1.46% Reduce -0.6% 10,938 $4.1M
FF Advisors,LLC 2.87% Reduce -1.4% 10,904 $4.1M
Sage Mountain Advisors LLC 0.38% Reduce -0.2% 10,858 $4.1M
KCM Investment Advisors LLC 0.15% Reduce -6.6% 10,856 $4.1M
SOA Wealth Advisors, LLC. 0.81% Reduce -3.4% 10,809 $4.0M
Daymark Wealth Partners, LLC 0.19% Add +382.8% 10,806 $4.0M
Beirne Wealth Consulting Services, LLC 1.63% No change 10,779 $4.0M
Councilor Wealth, LLC 2.08% Reduce -0.7% 10,791 $4.0M
NorthStar Asset Management LLC 2.79% Reduce -0.9% 10,762 $4.0M
Apollon Wealth Management, LLC 0.12% Add +17.1% 10,753 $4.0M
U.S. Capital Wealth Advisors, LLC 0.15% Add +8.9% 10,724 $4.0M
Alexander Labrunerie & Co., Inc. 2.18% Add +3.9% 10,685 $4.0M
Ashton Thomas Private Wealth, LLC 0.22% Add +47.3% 10,680 $4.0M
Patriot Financial Group Insurance Agency, LLC 0.59% Add +47.9% 10,635 $4.0M
Altiora Financial Group, LLC 0.95% No change 10,530 $3.9M
Emergent Wealth Advisors, LLC 3.16% Add +14.7% 10,525 $3.9M
Spectrum Wealth Counsel, LLC 0.50% Add +1.9% 10,479 $3.9M
United Bank 0.49% No change 10,476 $3.9M
Global Financial Private Client, LLC 1.64% Reduce -1.0% 10,469 $3.9M
GSG Advisors LLC 1.37% Add +6.6% 10,305 $3.9M
Smithfield Trust Co 0.20% Reduce -2.5% 10,363 $3.9M
Montag A & Associates Inc. 0.20% Reduce -13.8% 10,302 $3.9M
Hillcrest Wealth Advisors - NY, LLC 2.07% No change 10,300 $3.9M
St. Louis Trust Co 0.59% No change 10,271 $3.8M
Lodestar Private Asset Management LLC 0.53% Reduce -2.1% 10,215 $3.8M
Dorsey & Whitney Trust CO LLC 0.26% Reduce -0.4% 10,203 $3.8M
Zhang Financial LLC 0.26% No change 10,106 $3.8M
Halpern Financial, Inc. 1.04% Add +13.5% 10,089 $3.8M
Probity Advisors, Inc. 0.78% Reduce -1.0% 10,034 $3.8M
Raab & Moskowitz Asset Management LLC 1.02% Add +5.9% 10,027 $3.8M
Arkadios Wealth Advisors 0.25% Reduce -46.5% 10,003 $3.7M
Donor Advised Charitable Giving, Inc. 0.09% Reduce -7.3% 9,996 $3.7M
Fort Vancouver Investment Management, LLC 3.57% — 9,954 $3.7M
Riggs Asset Managment Co. Inc. 1.11% Reduce -0.7% 9,923 $3.7M
Hart & Patterson Financial Group LLC 1.82% Reduce -4.4% 9,838 $3.7M
Pacific Financial Group Inc. 2.59% Add +1.7% 9,755 $3.6M
Thrive Capital Management, LLC 1.67% New 9,748 $3.6M
Pallas Capital Advisors LLC 0.16% Add +3.5% 9,746 $3.6M
Idaho Trust Co 1.86% Add +340.5% 9,722 $3.6M
Plante Moran Financial Advisors, LLC 0.36% Reduce -0.5% 9,671 $3.6M
BIP Wealth, LLC 0.29% Add +0.6% 9,598 $3.6M
Southland Equity Partners LLC 1.02% Reduce -18.4% 9,586 $3.6M
Kuhn & Co Investment Counsel 3.18% Add +0.4% 9,487 $3.5M
Nixon Peabody Trust Co. 0.31% No change 9,450 $3.5M
Maia Wealth LLC 1.06% — 9,111 $3.5M
Intrua Financial, LLC 0.57% Reduce -10.7% 9,379 $3.5M
Parsons Capital Management Inc. 0.24% Add +21.3% 9,371 $3.5M
Baker Boyer National Bank 1.22% No change 9,365 $3.5M
Cozad Asset Management Inc. 0.35% Add +7.0% 9,354 $3.5M
Kavar Capital Partners Group, LLC 0.63% Reduce -1.3% 9,343 $3.5M
Kelman-Lazarov, Inc. 0.65% Reduce -3.6% 9,322 $3.5M
Oak Hill Wealth Advisors, LLC 1.05% — 9,256 $3.5M
RCS Financial Planning, LLC 2.04% Reduce -60.6% 9,228 $3.5M
GTS Securities LLC 0.07% New 9,227 $3.5M
Ashton Thomas Securities, LLC 0.83% — 8,977 $3.4M
Edge Financial Advisors LLC 3.53% Add +2.3% 9,116 $3.4M
Compass Financial Group, INC 0.73% Reduce -1.0% 9,063 $3.4M
Clear Creek Financial Management, LLC 0.41% Reduce -0.0% 9,462 $3.4M
Uptick Partners, LLC 2.59% No change 9,780 $3.4M
MGB Wealth Management, LLC 1.26% Reduce -0.3% 8,737 $3.4M
Aaron Wealth Advisors LLC 0.47% Add +14.4% 8,989 $3.4M
Transcend Capital Advisors, LLC 0.24% Add +7.2% 8,974 $3.4M
Arcadia Investment Advisors LLC 1.90% Reduce -0.4% 8,960 $3.4M
Walter & Keenan Wealth Management LLC /in/ 1.06% Add +0.3% 8,939 $3.3M
NorthRock Partners, LLC 0.13% Reduce -7.0% 8,920 $3.3M
Sutton Place Investors LLC 2.22% Reduce -9.9% 8,911 $3.3M
Clarity Capital Advisors, LLC 2.57% Add +1.0% 8,904 $3.3M
Forum Private Client Group LLC 1.58% Reduce -2.4% 8,870 $3.3M
WoodTrust Financial Corp 0.52% New 8,868 $3.3M
LifePlan Investment Advisors, Inc. 2.39% Add +24.8% 8,866 $3.3M
Charter Oak Capital Management, LLC 0.34% Reduce -10.0% 8,838 $3.3M
Guidance Capital, Inc. 1.08% Add +22.6% 8,995 $3.3M
Principal Securities, Inc. 0.09% Add +3.6% 8,761 $3.3M
Compton Wealth Advisory Group, LLC 0.87% Add +9.0% 8,736 $3.3M
Hoge Financial Services, LLC 2.66% Reduce -10.2% 8,681 $3.2M
Seeds Investor LLC 1.66% Add +1170.2% 8,663 $3.2M
Global Wealth Management Investment Advisory, Inc. 0.75% Reduce -7.0% 8,610 $3.2M
Canvas Wealth Advisors, LLC 0.99% Reduce -0.8% 8,921 $3.2M
National Philanthropic Trust 0.06% No change 8,548 $3.2M
Accurate Wealth Management, LLC 0.76% Reduce -0.8% 8,218 $3.2M
Del-Sette Capital Management, LLC 2.61% Reduce -32.5% 8,488 $3.2M
RVW Wealth, LLC 0.32% Add +139.2% 8,457 $3.2M
West Bancorporation Inc. 2.34% Add +5.7% 8,454 $3.2M
Rothschild Investment LLC 0.22% Reduce -3.5% 8,431 $3.2M
Elevatus Welath Management 1.18% Reduce -2.7% 8,418 $3.1M
Prudential Financial Inc. 0.00% Reduce -1.6% 8,393 $3.1M
Cornerstone Advisory, LLC 0.44% Add +36.5% 8,371 $3.1M
Ellevest, Inc. 0.19% Reduce -0.8% 8,362 $3.1M
Financial Alternatives, Inc 2.35% No change 8,349 $3.1M
Center for Financial Planning, Inc. 0.45% No change 8,321 $3.1M
Apeiron RIA LLC 0.95% Reduce -0.5% 8,318 $3.1M
Sound View Wealth Advisors Group, LLC 0.32% Add +1.8% 8,314 $3.1M
St Germain D J Co. Inc. 0.15% Add +1.6% 8,309 $3.1M
Evanson Asset Management, LLC 0.23% Add +40.2% 8,294 $3.1M
1900 Wealth Management LLC 0.29% Reduce -10.5% 8,270 $3.1M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -16.9% 8,229 $3.1M
BlackRock Inc. 0.00% Add +18.6% 8,219 $3.1M
Paragon Private Wealth Management, LLC 1.73% Add +41.7% 8,205 $3.1M
Madison Wealth Partners, Inc 1.05% Add +0.4% 8,169 $3.1M
Reynders McVeigh Capital Management, LLC 0.17% Reduce -1.5% 8,117 $3.0M
First American Trust, FSB 0.30% Add +50.5% 8,105 $3.0M
Red Wave Investments LLC 1.12% No change 8,087 $3.0M
Aspen Grove Capital, LLC 0.71% No change 8,068 $3.0M
Advance Capital Management, Inc. 0.14% Reduce -6.1% 8,080 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.14% Reduce -3.5% 8,070 $3.0M
KMG Fiduciary Partners, LLC 0.30% No change 8,064 $3.0M
Trust Co of the South 0.71% No change 8,053 $3.0M
Coastline Trust Co 0.35% No change 7,950 $3.0M
Covington Investment Advisors Inc. 0.48% Add +4.6% 7,945 $3.0M
ProVise Management Group, LLC 0.25% Reduce -11.7% 7,882 $2.9M
Spectrum Asset Management, Inc. (NB/CA) 1.36% Reduce -0.9% 7,845 $2.9M
Aureus Asset Management, LLC 0.20% Reduce -3.4% 7,808 $2.9M
Blue Trust, Inc. 0.04% Add +119.0% 8,478 $2.9M
World Investment Advisors 0.18% Add +523.0% 7,794 $2.9M
Hanover Advisors Inc. 1.29% Reduce -26.6% 7,791 $2.9M
Wilson & Boucher Capital Management, LLC 2.23% Reduce -0.1% 7,787 $2.9M
Evermay Wealth Management LLC 0.47% No change 7,773 $2.9M
Silver Oak Securities, Incorporated 0.43% Add +227.0% 7,714 $2.9M
Plancorp, LLC 0.12% Reduce -0.3% 7,668 $2.9M
Keebeck Wealth Management 0.42% Add +0.7% 7,644 $2.9M
Eclectic Associates Inc. 1.27% Add +1.4% 7,647 $2.9M
Quadrant Private Wealth Management, LLC 0.66% Add +1.3% 7,629 $2.9M
GHP Investment Advisors, Inc. 0.14% Add +1.5% 7,603 $2.8M
Prospect Financial Services LLC 2.18% Reduce -3.8% 7,593 $2.8M
Valmark Advisers, Inc. 0.05% Add +6.7% 7,564 $2.8M
Davidson Trust Co. 1.93% Reduce -18.3% 7,488 $2.8M
KG Capital Management 0.97% Add +9.8% 7,466 $2.8M
Chicago Capital, LLC 0.08% No change 7,454 $2.8M
Motco 0.16% Reduce -17.5% 7,377 $2.8M
Moors & Cabot, Inc. 0.15% Add +9.8% 7,374 $2.8M
Squarepoint Ops LLC 0.01% Add +502.1% 7,316 $2.7M
Cassaday & Co Wealth Management LLC 0.09% Add +6.7% 7,283 $2.7M
Invst, LLC 0.30% Reduce -9.1% 7,211 $2.7M
Maripau Wealth Management LLC 1.85% Reduce -5.7% 7,227 $2.7M
ArchPoint Investors 1.02% No change 7,220 $2.7M
Occidental Asset Management, LLC 0.47% Add +28.9% 7,200 $2.7M
L. Roy Papp & Associates, LLP 0.32% Reduce -3.5% 7,168 $2.7M
Earned Wealth Advisors, LLC 1.02% Add +0.2% 7,162 $2.7M
ORG Partners LLC 0.33% New 7,083 $2.7M
Prudential PLC 0.02% Reduce -22.6% 7,120 $2.7M
Ted Buchan & Co 1.42% Add +359.6% 7,096 $2.7M
NFSG Corp 0.99% Add +83.3% 7,074 $2.6M
Sapient Capital LLC 0.05% Reduce -1.3% 7,031 $2.6M
Main Street Financial Solutions, LLC 0.24% Add +2.3% 6,937 $2.6M
Integrated Advisors Network LLC 0.13% Add +0.2% 6,915 $2.6M
Girard Partners LTD. 0.24% Reduce -4.0% 6,872 $2.6M
MJP Associates Inc. 0.53% Add +0.0% 6,854 $2.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.00% Add +45.7% 7,148 $2.6M
AQR Capital Management 0.00% Add +633.9% 6,847 $2.6M
Forum Financial Management, LP 0.05% Add +37.7% 6,824 $2.6M
Continuum Advisory, LLC 0.37% Add +2.2% 6,780 $2.5M
McAdam, LLC 0.15% Add +2.1% 6,772 $2.5M
Obsidian Personal Planning Solutions LLC 1.54% Add +0.6% 6,755 $2.5M
Arkos Global Advisors 0.41% Add +0.6% 6,755 $2.5M
HHM Wealth Advisors, LLC 0.38% Reduce -13.2% 6,747 $2.5M
TFB Advisors LLC 0.82% Add +12.0% 6,744 $2.5M
Vise Technologies, Inc. 0.44% Reduce -7.2% 6,737 $2.5M
TD Waterhouse Canada Inc. 0.02% Reduce -9.8% 6,660 $2.5M
Ancora Advisors LLC 0.06% Reduce -1.7% 6,714 $2.5M
Ade, LLC 1.69% Reduce -1.6% 6,697 $2.5M
Ciovacco Capital Management LLC 1.61% Add +2.1% 6,679 $2.5M
Fenimore Asset Management Inc 0.05% No change 6,581 $2.5M
Sabal Trust CO 0.15% Add +3.7% 6,577 $2.5M
Advisor OS, LLC 0.27% Add +0.2% 6,570 $2.5M
MTC Wealth Management LLC 1.17% Reduce -2.1% 6,551 $2.5M
Evergreen Wealth Management, LLC 1.61% No change 6,509 $2.4M
International Assets Investment Management, LLC 0.23% Reduce -7.9% 6,494 $2.4M
Diversified, LLC 0.28% Add +8.0% 6,468 $2.4M
Smartleaf Asset Management LLC 0.40% Add +47.8% 6,396 $2.4M
Accretive Wealth Partners, LLC 1.01% Reduce -0.5% 6,426 $2.4M
SigFig Wealth Management, LLC 0.09% Reduce -2.6% 6,420 $2.4M
Dark Forest Capital Management LP 0.44% Add +420.6% 6,414 $2.4M
Stonebridge Financial Planning Group, LLC 1.20% Reduce -0.2% 6,409 $2.4M
REDW Wealth LLC 0.63% Add +4.1% 6,405 $2.4M
Blue Zone Wealth Advisors, LLC 0.82% Reduce -2.2% 6,387 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +0.7% 6,363 $2.4M
Ewa, LLC 0.98% Reduce -2.5% 6,304 $2.4M
United Advisor Group, LLC 0.74% Add +13.5% 6,338 $2.4M
Rockwood Wealth Management, LLC 0.29% Reduce -4.5% 6,332 $2.4M
Columbia Asset Management 0.44% Add +21.5% 6,329 $2.4M
RS Crum Inc. 0.62% Reduce -1.5% 6,320 $2.4M
JT Stratford LLC 0.44% Add +15.0% 6,298 $2.4M
North Star Asset Management Inc. 0.11% Reduce -0.2% 6,286 $2.4M
WESPAC Advisors, LLC 1.83% Reduce -35.7% 6,265 $2.3M
Olde Wealth Management, LLC 0.89% Reduce -0.0% 6,234 $2.3M
Greenleaf Trust 0.02% Add +1.7% 6,209 $2.3M
Axxcess Wealth Management, LLC 0.06% Reduce -88.6% 6,209 $2.3M
Cedar Wealth Management, LLC 0.75% Add +51.1% 6,197 $2.3M
Lion Street Advisors, LLC 0.86% Reduce -4.9% 6,193 $2.3M
Prepared Retirement Institute LLC 1.53% Reduce -0.3% 6,181 $2.3M
Acas, LLC 2.01% Reduce -10.2% 6,284 $2.3M
American Institute for Advanced Investment Management, LLP 1.77% Reduce -0.6% 6,171 $2.3M
Keel Point, LLC 0.21% Add +70.8% 6,286 $2.3M
Sunburst Financial Group, LLC 0.62% Reduce -0.3% 6,094 $2.3M
City State Bank 0.93% Add +2.9% 6,087 $2.3M
Summit Trail Advisors, LLC 0.06% No change 6,067 $2.3M
Strategic Family Wealth Counselors, L.L.C. 0.86% Add +6.4% 6,056 $2.3M
Liberty Wealth Management LLC 0.41% Add +7952.8% 436,544 $2.3M
Marco Investment Management LLC 0.21% Reduce -0.2% 6,045 $2.3M
Belpointe Asset Management LLC 0.16% Reduce -49.9% 6,026 $2.3M
Jordan Park Group LLC 0.17% No change 6,000 $2.2M
Compass Ion Advisors, LLC 0.32% No change 6,519 $2.2M
Jackson Hole Capital Partners, LLC 0.49% No change 5,982 $2.2M
Argent Trust Co 0.10% Add +3.4% 5,943 $2.2M
Millennium Management 0.00% Reduce -52.9% 5,930 $2.2M
MilWealth Group LLC 0.70% Reduce -3.5% 5,916 $2.2M
Flow Traders U.S. LLC 0.11% Add +401.9% 5,912 $2.2M
Savvy Advisors, Inc. 0.72% New 5,906 $2.2M
Wealth Effects LLC 0.80% Add +3.1% 5,899 $2.2M
Silver Lake Advisory, LLC 0.54% Add +603.4% 5,880 $2.2M
Robinson Smith Wealth Advisors LLC 1.94% Add +1.1% 5,880 $2.2M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.1% 5,865 $2.2M
Smith Salley Wealth Management 0.16% Reduce -10.5% 5,831 $2.2M
Wiser Advisor Group LLC 3.43% Reduce -1.2% 5,830 $2.2M
Legacy Financial Group LLC 0.43% Reduce -5.6% 5,828 $2.2M
WNY Asset Management, LLC 0.29% Add +3.1% 5,814 $2.2M
Thoroughbred Financial Services, LLC 0.15% Reduce -0.0% 5,797 $2.2M
Journey Advisory Group, LLC 0.26% Reduce -0.2% 5,771 $2.2M
Bridges Investment Management Inc. 0.03% Add +577.6% 5,692 $2.1M
Strid Group, LLC 0.35% New 5,682 $2.1M
Carl P. Sherr & Co., LLC 1.18% Reduce -2.6% 5,644 $2.1M
Tidal Investments LLC 0.03% Add +95.0% 5,637 $2.1M
Truefg, LLC 0.76% Reduce -1.3% 5,621 $2.1M
Easterly Investment Partners LLC 0.18% Reduce -2.4% 5,617 $2.1M
Jmac Enterprises LLC 0.37% Add +2.5% 5,608 $2.1M
Retirement Income Solutions, Inc. 0.50% Reduce -1.8% 5,578 $2.1M
Bowman & Co S.C. 1.21% Add +0.1% 5,569 $2.1M
Prio Wealth Limited Partnership 0.06% No change 5,566 $2.1M
Salem Investment Counselors Inc. 0.07% Reduce -0.2% 5,557 $2.1M
Goodwin Investment Advisory 0.95% Reduce -1.2% 5,560 $2.1M
Stone Summit Wealth LLC 0.75% Add +1.9% 5,559 $2.1M
Capital Investment Advisors, LLC 0.05% Add +6.3% 5,559 $2.1M
Meeder Advisory Services, Inc. 0.15% Add +8.6% 5,533 $2.1M
BKM Wealth Management, LLC 0.99% Add +6.9% 5,529 $2.1M
Pinnacle Bancorp, Inc. 0.61% Add +0.3% 5,503 $2.1M
Brown Brothers Harriman & Co. 0.02% Reduce -22.4% 5,494 $2.1M
Peapack Gladstone Financial Corp. 0.03% Add +6.5% 5,479 $2.0M
Marks Group Wealth Management, Inc 0.22% Reduce -1.3% 5,480 $2.0M
BNP Paribas Financial Markets 0.00% Reduce -62.5% 5,469 $2.0M
Nicolet Bankshares Inc. 0.43% No change 5,439 $2.0M
KFA Private Wealth Group, LLC 1.05% Reduce -31.0% 5,436 $2.0M
Spinnaker Investment Group, LLC 0.56% Reduce -3.7% 5,421 $2.0M
Flputnam Investment Management Co. 0.04% Add +17.4% 5,375 $2.0M
Sagace Wealth Management LLC 1.96% — 5,303 $2.0M
Sunbelt Securities, Inc. 0.20% Add +0.1% 5,331 $2.0M
Sax Wealth Advisors, LLC 0.19% Add +7.1% 5,297 $2.0M
Certuity, LLC 0.16% Reduce -0.1% 5,262 $2.0M
Geometric Wealth Advisors 0.40% New 5,253 $2.0M
Orin Green Financial, LLC 0.90% New 5,239 $2.0M
Kaydan Wealth Management, Inc. 0.69% Add +6.3% 5,239 $2.0M
Carolinas Wealth Consulting LLC 0.38% Add +0.1% 5,228 $2.0M
Boston Financial Mangement LLC 0.06% Add +8.6% 5,231 $2.0M
Good Life Advisors, LLC 0.16% Add +7.8% 5,225 $2.0M
West Financial Advisors, LLC 0.40% Add +1.6% 5,189 $1.9M
Whittier Trust Co. 0.03% No change 5,187 $1.9M
Nepc LLC 0.06% No change 5,166 $1.9M
Triangle Securities Wealth Management 0.55% Reduce -1.5% 5,165 $1.9M
LifeSteps Financial, Inc. 1.59% Reduce -1.9% 5,163 $1.9M
Tradewinds, LLC. 0.59% New 5,155 $1.9M
Rain Capital Management, LLC 1.35% Reduce -1.9% 5,486 $1.9M
Greenhouse Wealth Management, LLC 1.40% No change 5,141 $1.9M
MV Capital Management, Inc. 0.22% Reduce -1.0% 5,125 $1.9M
Taylor Hoffman Wealth Management 0.78% Reduce -2.1% 5,086 $1.9M
Bordeaux Wealth Advisors LLC 0.37% Reduce -7.5% 5,110 $1.9M
NorthLanding Financial Partners, LLC 2.00% Reduce -7.2% 5,076 $1.9M
Independent Wealth Network Inc. 0.88% Add +0.4% 5,066 $1.9M
Crown Wealth Group, LLC 0.94% No change 5,047 $1.9M
Trinity Financial Advisors LLC 0.84% Add +38.6% 5,040 $1.9M
Marquette Asset Management, LLC 0.32% Reduce -0.2% 5,041 $1.9M
360 Financial, Inc. 0.71% Add +0.0% 5,026 $1.9M
Platform Technology Partners 0.65% — 5,026 $1.9M
Strategic Advocates LLC 0.75% Reduce -5.5% 5,023 $1.9M
Stephens Consulting, LLC 0.53% Reduce -0.5% 5,017 $1.9M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -2.1% 4,951 $1.9M
Aptus Capital Advisors, LLC 0.04% Reduce -84.7% 4,977 $1.9M
Barnes Pettey Financial Advisors, LLC 1.60% Add +16.5% 4,964 $1.9M
Level Financial Advisors 0.80% Add +51.5% 4,962 $1.9M
Loomis Sayles & Co. L P 0.00% Reduce -35.7% 4,952 $1.9M
Hanson & Doremus Investment Management 0.31% Add +2.1% 4,944 $1.8M
Pinnacle Associates Ltd. 0.03% Add +12.6% 4,939 $1.8M
TAP Consulting, LLC 0.39% Reduce -0.7% 4,938 $1.8M
Covenant Asset Management, LLC 0.41% Reduce -0.7% 4,936 $1.8M
Ballentine Partners, LLC 0.03% No change 4,915 $1.8M
Powell Investment Advisors, LLC 0.95% Add +11.7% 4,908 $1.8M
Patten & Patten Inc. 0.13% Add +0.1% 4,903 $1.8M
Wealthstream Advisors, Inc. 0.67% Reduce -2.9% 4,902 $1.8M
Harbour Capital Advisors, LLC 0.43% Reduce -3.0% 4,846 $1.8M
Busey Bank 0.06% Reduce -2.6% 4,865 $1.8M
Crestwood Advisors Group, LLC 0.04% Reduce -4.4% 4,863 $1.8M
Rossmore Private Capital 0.24% Reduce -3.4% 4,851 $1.8M
DT Investment Partners, LLC 0.16% No change 4,816 $1.8M
Soltis Investment Advisors LLC 0.19% Add +240.6% 4,812 $1.8M
Staley Capital Advisers Inc. 0.08% Reduce -1.5% 4,808 $1.8M
Fulton Bank, N.A. 0.07% Reduce -1.1% 4,799 $1.8M
Ingalls & Snyder LLC 0.08% Add +1.6% 4,759 $1.8M
F/m Investments LLC 0.06% New 4,750 $1.8M
Asset Dedication, LLC 0.12% Add +5.1% 4,721 $1.8M
White Knight Strategic Wealth Advisors, LLC 1.76% Reduce -4.2% 4,710 $1.8M
CPA Asset Management Group, LLC 0.94% Add +43.8% 4,699 $1.8M
SeaCrest Wealth Management, LLC 0.20% Reduce -16.0% 4,672 $1.7M
Walkner Condon Financial Advisors LLC 0.38% Reduce -29.1% 4,664 $1.7M
PGIM Custom Harvest LLC 0.04% Add +9.4% 4,647 $1.7M
Insigneo Advisory Services, LLC 0.20% No change 5,088 $1.7M
Park National Corp. 0.06% Add +5.1% 4,639 $1.7M
My Legacy Advisors, LLC 0.55% Reduce -4.3% 4,634 $1.7M
Fortis Group Advisors, LLC 0.34% Add +13.7% 4,623 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.64% Reduce -11.5% 4,613 $1.7M
Towneley Capital Management, Inc / DE 0.40% Reduce -93.0% 4,607 $1.7M
Mission Creek Capital Partners, Inc. 0.43% No change 4,606 $1.7M
Rollins Financial Advisors, LLC 0.29% Reduce -0.5% 4,594 $1.7M
Strait & Sound Wealth Management LLC 0.87% No change 4,581 $1.7M
Iron Gate Global Advisors LLC 0.29% Reduce -2.2% 4,564 $1.7M
Key Financial Inc 0.41% Add +5.6% 4,529 $1.7M
Vantage Financial Partners, LLC 0.44% Reduce -12.4% 4,510 $1.7M
Bedel Financial Consulting, Inc. 0.25% Add +0.1% 4,503 $1.7M
Wick Capital Partners, LLC 0.58% New 4,493 $1.7M
Almanack Investment Partners, LLC. 0.28% Reduce -7.8% 4,490 $1.7M
Stonebrook Private Inc. 0.48% Reduce -7.2% 4,466 $1.7M
Stonegate Investment Group, LLC 0.05% Add +15.4% 4,460 $1.7M
Dana Investment Advisors, Inc. 0.06% Add +22.9% 4,432 $1.7M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.1% 4,410 $1.6M
Adirondack Trust Co. 0.67% No change 4,397 $1.6M
Camelot Portfolios, LLC 0.93% Add +10.0% 4,357 $1.6M
Anchor Investment Management, LLC 0.17% Add +15.1% 4,368 $1.6M
Asset Management Group, Inc. 0.25% Reduce -1.2% 4,350 $1.6M
Foster Victor Wealth Advisors, LLC 0.14% Reduce -3.5% 4,193 $1.6M
Heritage Financial Services, LLC 0.23% Add +1.9% 4,338 $1.6M
Newman Dignan & Sheerar, Inc. 0.42% Reduce -0.7% 4,330 $1.6M
Summit Wealth Partners, LLC 0.33% Add +89.2% 4,294 $1.6M
Goldstein Advisors, LLC 0.27% Add +0.4% 4,290 $1.6M
Lloyd Advisory Services, LLC. 0.75% Reduce -40.9% 4,283 $1.6M
Investments & Financial Planning, LLC 1.07% Reduce -0.1% 4,272 $1.6M
Oakworth Capital, Inc. 0.12% Add +21.4% 4,248 $1.6M
Compass Advisory Group LLC 0.70% No change 4,204 $1.6M
Fusion Family Wealth, LLC 0.16% No change 4,199 $1.6M
Barings LLC 0.04% Reduce -92.8% 4,183 $1.6M
Country Club Bank 0.11% Reduce -0.7% 4,147 $1.6M
SkyOak Wealth, LLC 0.36% Add +14.3% 4,178 $1.6M
Yelin Lapidot Holdings Management Ltd. 0.28% No change 4,175 $1.6M
Icon Wealth Advisors, LLC 0.14% Reduce -0.1% 4,248 $1.6M
Signal Advisors Wealth, LLC 3.41% Reduce -81.0% 4,166 $1.6M
Retirement Planning Co of New England, Inc. 0.84% Reduce -0.7% 4,145 $1.6M
Vertex Planning Partners, LLC 0.40% Add +1.7% 4,138 $1.5M
Moseley Investment Management Inc. 0.72% Add +8.1% 4,135 $1.5M
Boyd Wealth Management, LLC 0.85% Reduce -7.2% 4,132 $1.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% Reduce -10.3% 4,132 $1.5M
ICONIQ Capital, LLC 0.03% New 4,129 $1.5M
Hershey Financial Advisers, LLC 1.38% — 4,123 $1.5M
North Ridge Wealth Advisors, Inc. 1.17% Reduce -4.0% 4,117 $1.5M
Private Trust Co. NA 0.17% Add +14.1% 4,109 $1.5M
Burney Co./ 0.06% Reduce -0.6% 4,107 $1.5M
Pecaut & Co. 0.58% Reduce -0.6% 4,056 $1.5M
Tandem Capital Management Corp. 0.83% Add +1.4% 3,916 $1.5M
Jeppson Wealth Management, LLC 0.58% Reduce -1.6% 4,051 $1.5M
Frisch Financial Group, Inc. 0.46% New 4,027 $1.5M
Davis R M Inc. 0.03% Add +78.4% 3,971 $1.5M
CRA Financial Services, LLC 0.30% Reduce -0.0% 3,958 $1.5M
Southern Capital Advisors, LLC 0.91% No change 3,952 $1.5M
Kingfisher Capital LLC 0.34% No change 3,886 $1.5M
Providence Capital Advisors, LLC 0.32% No change 3,882 $1.5M
Cherry Tree Wealth Management, LLC 0.36% Reduce -1.0% 3,873 $1.4M
Alta Wealth Advisors LLC 0.72% Reduce -8.5% 3,870 $1.4M
Jefferies Financial Group Inc. 0.03% Reduce -5.0% 3,867 $1.4M
Lane & Associates LLC 0.85% Reduce -0.6% 3,867 $1.4M
Founders Financial Alliance, LLC 0.43% Reduce -7.0% 3,856 $1.4M
Northwest Bancshares, Inc. 0.25% Reduce -0.6% 3,854 $1.4M
Kelly Financial Services LLC 0.51% Reduce -1.5% 3,841 $1.4M
PAX Financial Group, LLC 0.28% Add +0.8% 3,831 $1.4M
Security National Bank of So Dak 0.85% No change 3,818 $1.4M
First Citizens Bank & Trust Co. 0.03% Reduce -0.5% 3,816 $1.4M
Sugarloaf Wealth Management, LLC 0.25% Add +7.4% 3,801 $1.4M
Arq Wealth Advisors, LLC 0.61% Reduce -0.3% 3,800 $1.4M
Saiph Capital, LLC 0.63% Reduce -2.1% 3,795 $1.4M
Aua Capital Management, LLC 0.85% Reduce -22.0% 3,788 $1.4M
Next Level Private LLC 0.65% No change 3,784 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% No change 3,780 $1.4M
Aspire Wealth Management Corp 0.80% Add +6.7% 3,743 $1.4M
Cibc World Market Inc. 0.00% No change 3,725 $1.4M
Wintrust Investments LLC 0.11% Add +45.9% 3,720 $1.4M
Carmichael Hill & Associates, Inc. 0.56% Add +41.8% 3,689 $1.4M
Warwick Investment Management, Inc. 0.32% Add +30.6% 3,684 $1.4M
Traction Financial Partners, LLC 1.00% Add +0.0% 3,699 $1.4M
Trilogy Capital Inc. 0.07% Reduce -27.7% 3,679 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% Add +1.3% 3,678 $1.4M
Embree Financial Group 0.26% Reduce -0.5% 3,670 $1.4M
Community Bank of Raymore 1.07% Reduce -49.5% 3,669 $1.4M
Twin Lakes Capital Management, LLC 0.94% No change 3,665 $1.4M
Diversify Advisory Services, LLC 0.07% Reduce -3.5% 3,519 $1.4M
Arrow Investment Advisors, LLC 1.24% Add +3.3% 3,650 $1.4M
Sterling Wealth Management, Inc. 0.65% No change 3,649 $1.4M
Advocate Group LLC 0.27% Reduce -3.1% 3,649 $1.4M
Allegheny Financial Group 0.39% Add +10.4% 3,644 $1.4M
RTD Financial Advisors, Inc. 0.18% No change 3,643 $1.4M
Provenance Wealth Advisors, LLC 0.19% No change 3,641 $1.4M
Fort Sheridan Advisors LLC 0.22% Add +5.6% 3,640 $1.4M
Synergy Asset Management, LLC 0.21% Add +15.3% 3,627 $1.4M
Summit Financial Strategies, Inc. 0.17% Add +29.1% 3,621 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -1.7% 3,589 $1.3M
KilterHowling LLC 0.91% No change 3,584 $1.3M
Hardy Reed LLC 0.13% No change 3,580 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.54% Add +0.1% 3,577 $1.3M
Sonoma Private Wealth LLC 2.17% Reduce -2.8% 3,572 $1.3M
HBW Advisory Services LLC 0.22% Reduce -0.7% 3,567 $1.3M
Accel Wealth Management 0.53% Add +17.3% 3,555 $1.3M
Meritage Portfolio Management 0.08% Reduce -0.4% 3,526 $1.3M
Atlantic Edge Private Wealth Management, LLC 0.44% Add +27.4% 3,492 $1.3M
First National Bank Sioux Falls 0.67% No change 3,475 $1.3M
Harbor Group, Inc. 0.33% Reduce -3.7% 3,474 $1.3M
Klingman & Associates, LLC 0.09% Add +17.9% 3,473 $1.3M
Rockbridge Investment Management, LCC 0.18% No change 3,471 $1.3M
Lantz Financial LLC 0.40% No change 3,444 $1.3M
First Trust Direct Indexing L.P. 0.08% Add +100.2% 3,443 $1.3M
Hilltop National Bank 0.41% Reduce -3.0% 3,414 $1.3M
Canandaigua National Bank & Trust Co. 0.14% New 3,409 $1.3M
LaFleur & Godfrey LLC 0.19% Add +34.0% 3,388 $1.3M
Hoxton Planning & Management, LLC 0.59% Reduce -3.5% 3,374 $1.3M
Eldridge Investment Advisors, Inc. 0.32% Add +4.1% 3,367 $1.3M
Curtis Advisory Group, LLC 0.44% Reduce -6.2% 3,366 $1.3M
Viawealth, LLC 0.78% Reduce -4.3% 3,366 $1.3M
Wrapmanager Inc. 0.34% Reduce -13.1% 3,337 $1.2M
Boston Trust Walden Corp 0.01% No change 3,334 $1.2M
Circle Wealth Management, LLC 0.03% No change 3,321 $1.2M
LRI Investments, LLC 0.14% Add +11.0% 3,319 $1.2M
Westmount Partners, LLC 0.41% Reduce -0.0% 3,291 $1.2M
Fiduciary Financial Group, LLC 0.30% — 3,200 $1.2M
Deutsche Bank AG 0.00% Reduce -3.2% 3,280 $1.2M
Fort Pitt Capital Group, LLC 0.04% Add +1.8% 3,275 $1.2M
Qube Research & Technologies Ltd 0.00% Add +1129.7% 3,271 $1.2M
Ruggaard & Associates LLC 0.56% Add +2.3% 3,220 $1.2M
Kingswood Wealth Advisors, LLC 0.11% Add +9.7% 3,218 $1.2M
Creekmur Asset Management LLC 0.31% Reduce -1.2% 3,197 $1.2M
LifePro Asset Management 0.86% Reduce -2.8% 3,189 $1.2M
Alpha Cubed Investments, LLC 0.06% Reduce -9.4% 3,189 $1.2M
SpiderRock Advisors, LLC 0.03% Add +76.7% 3,186 $1.2M
Independence Bank of Kentucky 0.32% Add +92.2% 3,181 $1.2M
Quadrant Capital Group LLC 0.09% Reduce -0.4% 3,180 $1.2M
Patriot Investment Management Group, Inc. 0.09% No change 3,177 $1.2M
WBH Advisory Inc. 0.12% Add +8.2% 3,176 $1.2M
Fiducient Advisors LLC 0.16% New 3,166 $1.2M
Rathbones Group PLC 0.01% No change 3,163 $1.2M
Flagship Private Wealth, LLC 0.70% Reduce -5.4% 3,163 $1.2M
Chapin Davis, Inc. 0.40% Add +21.3% 3,153 $1.2M
Sandy Cove Advisors, LLC 0.52% Reduce -0.7% 3,135 $1.2M
Caldwell Sutter Capital, Inc. 0.58% Reduce -0.0% 3,135 $1.2M
Swmg, LLC 0.52% Reduce -0.3% 3,130 $1.2M
Private Capital Management LLC 0.23% Reduce -5.4% 3,128 $1.2M
New England Private Wealth Advisors LLC 0.20% Add +1.9% 3,128 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +8.6% 3,130 $1.2M
HF Advisory Group, LLC 0.60% Add +0.6% 3,121 $1.2M
Americana Partners, LLC 0.09% Add +2.2% 3,117 $1.2M
Breakwater Investment Management 0.52% No change 3,108 $1.2M
Absolute Capital Management, LLC 0.70% Add +26.4% 3,103 $1.2M
FinTrust Capital Advisors, LLC 0.21% Add +2.4% 3,104 $1.2M
American Capital Advisory, LLC 0.83% Add +11900.0% 3,720 $1.2M
Shepherd Kaplan Krochuk, LLC 0.91% Reduce -8.4% 3,078 $1.2M
Detalus Advisors, LLC 0.39% No change 3,071 $1.1M
Coppell Advisory Solutions LLC 0.19% — 3,071 $1.1M
Fielder Capital Group LLC 0.44% New 3,061 $1.1M
Mayflower Financial Advisors, LLC 0.19% Reduce -11.2% 3,061 $1.1M
CVA Family Office, LLC 0.21% Reduce -2.8% 3,061 $1.1M
Guyasuta Investment Advisors Inc. 0.08% No change 3,680 $1.1M
Semus Wealth Partners LLC 0.88% Reduce -14.8% 3,050 $1.1M
Matrix Asset Advisors Inc. 0.14% No change 3,049 $1.1M
Sfm, LLC 0.86% Reduce -8.9% 3,041 $1.1M
Alpha Omega Wealth Management LLC 0.22% Reduce -4.3% 3,031 $1.1M
Cooper Financial Group 0.17% Reduce -2.3% 3,027 $1.1M
CIC Wealth, LLC 0.31% Add +38.8% 3,027 $1.1M
Caldwell Trust Co 0.13% Reduce -4.6% 3,027 $1.1M
Endowment Wealth Management, Inc. 0.82% Reduce -4.7% 3,022 $1.1M
Breakwater Capital Group 0.26% Add +5.5% 3,007 $1.1M
RKL Wealth Management LLC 0.11% Reduce -1.7% 3,003 $1.1M
Delta Capital Management LLC 0.69% New 3,000 $1.1M
Convergence Financial, LLC 0.30% New 2,997 $1.1M
Mb, Levis & Associates, LLC 0.59% No change 2,994 $1.1M
Jane Street Group, LLC 0.00% Reduce -43.0% 2,994 $1.1M
Tectonic Advisors LLC 0.08% Add +4.8% 2,966 $1.1M
Glenview Trust Co 0.02% Add +12.9% 2,965 $1.1M
Haverford Trust Co 0.01% Add +6.3% 2,958 $1.1M
Thomasville National Bank 0.09% Add +12.4% 2,944 $1.1M
Marion Wealth Management 0.32% Add +3.5% 2,923 $1.1M
Interchange Capital Partners, LLC 0.40% Add +90.2% 2,914 $1.1M
Cornell Pochily Investment Advisors, Inc. 0.41% Add +2.4% 2,905 $1.1M
Freedom Investment Management, Inc. 0.09% Reduce -4.6% 2,905 $1.1M
Old National Bancorp 0.03% Add +17.6% 2,899 $1.1M
T. Rowe Price Associates Inc. 0.00% No change 2,888 $1.1M
LPWM LLC 0.37% Reduce -0.3% 2,784 $1.1M
Verus Capital Partners, LLC 0.11% Add +1.7% 2,878 $1.1M
Lincoln Capital LLC 0.24% Add +0.5% 2,861 $1.1M
Linscomb Wealth, Inc. 0.06% Reduce -0.0% 2,853 $1.1M
Aprio Wealth Management, LLC 0.19% Reduce -1.3% 2,842 $1.1M
Claro Advisors Inc. 0.17% Add +9.2% 2,838 $1.1M
Farmers & Merchants Investments Inc. 0.04% Reduce -3.3% 2,826 $1.1M
Householder Group Estate & Retirement Specialist, LLC 0.29% Reduce -14.4% 2,798 $1.0M
Wealthquest Corp 0.11% No change 2,792 $1.0M
9258 Wealth Management, LLC 0.16% Add +0.1% 2,791 $1.0M
Avantax Planning Partners, Inc. 0.03% Add +12.7% 2,784 $1.0M
Sanctuary Wealth Management, L.L.C. 0.79% Add +45.7% 2,779 $1.0M
Operose Advisors LLC 0.37% Add +0.3% 2,771 $1.0M
Zacks Investment Management 0.01% Add +2.5% 2,768 $1.0M
Pure Financial Advisors, LLC 0.03% Add +0.1% 2,759 $1.0M
Wesbanco Bank Inc. 0.04% Add +0.8% 2,748 $1.0M
Northstar Advisory Group, LLC 0.59% Reduce -2.1% 2,739 $1.0M
WealthTrust Asset Management, LLC 0.74% New 2,722 $1.0M
Raleigh Capital Management Inc. 0.43% Reduce -1.8% 2,719 $1.0M
Shepherd Financial Partners LLC 0.13% No change 2,717 $1.0M
Aviso Wealth Management 0.60% No change 2,702 $1.0M
TBH Global Asset Management, LLC 0.22% Reduce -14.3% 2,693 $1.0M
Valley National Advisers Inc. 0.15% Reduce -0.7% 2,693 $1.0M
NorthCrest Asset Manangement, LLC 0.03% Add +0.7% 2,688 $1.0M
180 Wealth Advisors, LLC 0.16% Add +4.4% 2,618 $1.0M
WealthCare Investment Partners, LLC 0.47% Reduce -2.7% 2,680 $1.0M
Ascentis Independent Advisors 0.21% — 2,676 $1.0M
Frank, Rimerman Advisors LLC 0.07% No change 2,668 $998K
Collective Family Office LLC 0.29% Add +0.6% 2,665 $997K
Noesis Capital Mangement Corp. 0.22% Reduce -0.4% 2,654 $993K
Jacobi Capital Management LLC 0.09% Add +61.5% 2,646 $990K
Trademark Financial Management, LLC 0.80% Reduce -5.7% 2,630 $984K
Badgley Phelps Wealth Managers, LLC 0.02% Add +4.8% 2,626 $983K
Tsfg, LLC 0.23% No change 2,630 $983K
Bridgewealth Advisory Group, LLC 0.44% Add +2.2% 2,626 $982K
Verity Asset Management, Inc. 0.38% Add +169.5% 2,622 $981K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.4% 2,523 $976K
TrueWealth Advisors, LLC 0.36% Add +3.0% 2,610 $976K
Alley Investment Management Company, LLC 0.13% Reduce -1.6% 2,601 $973K
Bremer Bank National Association 0.19% No change 2,597 $971K
McNamara Financial Services, Inc. 0.21% Reduce -5.0% 2,593 $970K
Lavaca Capital LLC 0.53% New 2,589 $968K
Bank of New Hampshire 0.25% Reduce -0.6% 2,588 $968K
National Bank of Canada 0.00% Reduce -92.5% 2,550 $960K
FineMark National Bank & Trust 0.04% Reduce -3.3% 2,555 $956K
Bouchey Financial Group, Ltd. 0.09% Add +2.5% 2,552 $954K
Primoris Wealth Advisors, LLC 0.76% Add +161.3% 2,548 $953K
Sonora Investment Management Group, LLC 0.07% No change 2,749 $946K
SteelPeak Wealth, LLC 0.04% No change 2,524 $945K
Apella Capital, LLC 0.04% Add +13.4% 2,433 $945K
PDS Planning, Inc 0.10% Add +2.7% 2,526 $945K
Focused Wealth Management, Inc 0.14% No change 2,525 $944K
Winthrop Advisory Group LLC 0.13% Add +0.8% 2,514 $940K
Tenon Financial LLC 0.73% Reduce -5.6% 2,512 $940K
Galvin, Gaustad & Stein, LLC 0.09% Add +116.6% 2,508 $938K
First Commonwealth Financial Corp 0.24% Add +1.0% 2,507 $938K
Sierra Summit Advisors LLC 0.23% Reduce -8.9% 2,500 $935K
Legacy Advisors, LLC 0.11% No change 2,487 $931K
Farmers Trust Co. 0.19% No change 2,466 $922K
Larson Financial Group LLC 0.06% Add +57.2% 2,448 $916K
Trust Co. of Vermont 0.05% No change 2,448 $916K
Private Advisory Group LLC 0.12% Add +0.2% 2,442 $913K
Talisman Wealth Advisors LLC 1.05% No change 2,440 $913K
Alaska Wealth Advisors, LLC 0.14% Reduce -1.4% 2,440 $913K
Herold Advisors, Inc. 0.21% Reduce -0.1% 2,438 $912K
Libra Wealth LLC 0.39% Reduce -3.9% 2,435 $911K
Cosner Financial Group, LLC 0.64% Reduce -3.1% 2,425 $907K
CGC Financial Services, LLC 0.39% Add +16.2% 2,421 $905K
Tocqueville Asset Management L.P. 0.01% No change 2,409 $901K
Madden Advisory Services, Inc. 0.46% Add +0.6% 2,409 $901K
Prosperity Consulting Group, LLC 0.12% Add +1.0% 2,404 $899K
Beacon Financial Advisory LLC 0.34% Add +0.3% 2,400 $898K
Athena Investment Management 0.54% No change 2,394 $895K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -9.5% 2,390 $894K
Conservest Capital Advisors, Inc. 0.10% No change 2,597 $894K
Evolution Wealth Advisors, LLC 0.17% No change 2,380 $890K
Richard W. Paul & Associates, LLC 0.34% Add +3.9% 2,375 $888K
Cynosure Group, LLC 0.14% Add +10.1% 2,375 $888K
Authentikos Wealth Advisory, LLC 0.86% New 1,775 $888K
Stablepoint Partners, LLC 0.17% Reduce -1.6% 2,444 $887K
Fortis Capital Advisors, LLC 0.32% Add +34.5% 2,366 $885K
Edgestream Partners, L.P. 0.04% Reduce -38.1% 2,366 $885K
Clark Capital Management Group, Inc. 0.01% Add +14.5% 2,364 $884K
Grant/GrossMendelsohn, LLC 0.40% No change 2,348 $879K
Mainstay Capital Management LLC 0.15% No change 2,350 $879K
Investmark Advisory Group LLC 0.47% Reduce -0.6% 2,343 $876K
Farmers National Bank 0.26% Reduce -10.6% 2,338 $874K
First Manhattan Co. Llc. 0.00% Reduce -8.7% 2,334 $874K
Tanglewood Legacy Advisors, LLC 0.41% No change 2,335 $873K
Cypress Point Wealth Management, LLC 0.41% No change 2,333 $873K
Twin City Private Wealth, LLC 0.82% Reduce -5.8% 2,322 $869K
Brown Miller Wealth Management, LLC 0.36% Reduce -2.1% 2,319 $867K
Annex Advisory Services, LLC 0.03% Add +1.9% 2,318 $867K
Carret Asset Management, LLC 0.10% Add +2.9% 2,310 $864K
Cedar Mountain Advisors, LLC 0.21% Add +4.7% 2,291 $857K
Colonial River Investments, LLC 0.46% Add +3.9% 2,288 $856K
Patton Albertson Miller Group, LLC 0.12% No change 2,281 $853K
Headinvest, LLC 0.17% Reduce -0.3% 2,274 $850K
Strategic Financial Services, Inc. 0.05% Add +36.4% 2,269 $849K
Hilltop Wealth Advisors, LLC 0.43% Reduce -4.8% 2,267 $848K
Formidable Asset Management, LLC 0.14% New 2,258 $844K
Wealth Architects, LLC 0.10% Add +0.1% 2,253 $843K
Archer Investment Corp 0.25% Reduce -0.1% 2,251 $842K
Proffitt & Goodson Inc. 0.15% Add +51.2% 2,251 $842K
McLean Asset Management Corp 0.27% Reduce -0.2% 2,146 $841K
Graypoint LLC 0.06% No change 2,249 $841K
Black Swift Group, LLC 0.19% No change 2,244 $839K
Intellectus Partners, LLC 0.23% No change 2,240 $839K
Waterfront Wealth Inc. 0.23% Reduce -26.7% 2,241 $838K
Myecfo, LLC 0.48% No change 2,236 $836K
Bogart Wealth, LLC 0.04% Add +56.1% 2,233 $835K
Guardian Wealth Advisors, LLC / NC 0.10% No change 2,232 $835K
Wealth Dimensions Group, Ltd. 0.24% Add +4.3% 2,211 $834K
Navalign, LLC 0.26% Reduce -9.3% 2,217 $829K
First Command Advisory Services, Inc. 0.01% Reduce -0.3% 2,217 $829K
Burkett Financial Services, LLC 0.42% Reduce -1.8% 2,211 $827K
First International Bank & Trust 0.28% No change 2,206 $825K
First National Trust Co 0.03% Add +3.0% 2,203 $824K
Shelton Capital Management 0.02% No change 2,200 $823K
AAF Wealth Management, LLC 0.43% Add +17.6% 2,194 $821K
Towercrest Capital Management 0.13% No change 2,191 $819K
TCI Wealth Advisors, Inc. 0.08% Reduce -1.9% 2,189 $819K
Indiana Trust & Investment Management Co 0.30% Reduce -0.4% 2,188 $818K
Willner & Heller, LLC 0.78% Reduce -5.9% 2,187 $818K
Octavia Wealth Advisors, LLC 0.11% Reduce -38.0% 2,179 $816K
Long Island Wealth Management, Inc. 0.57% Reduce -0.1% 2,157 $807K
Baker Avenue Asset Management, LP 0.03% Reduce -12.9% 2,136 $806K
Fingerlakes Wealth Management, Inc. 0.72% Reduce -2.5% 2,152 $805K
Benjamin F. Edwards & Company, Inc. 0.01% Add +8.4% 2,147 $803K
Atlantic Union Bankshares Corp 0.05% Add +5.3% 2,130 $797K
Petra Financial Advisors Inc. 0.57% Reduce -4.0% 2,128 $796K
Wolf Group Capital Advisors 0.31% Reduce -20.3% 2,123 $794K
FRG Family Wealth Advisors LLC 0.15% No change 2,298 $794K
Horizon Investment Services, LLC 0.37% Add +5.4% 2,118 $793K
AMG National Trust Bank 0.02% Add +9.8% 2,118 $792K
Cohen Investment Advisors LLC 0.64% Add +4.9% 2,901 $790K
DiNuzzo Private Wealth, Inc. 0.11% No change 2,102 $786K
Shayne & Jacobs, LLC 0.22% No change 2,100 $785K
Welch Group, LLC 0.04% Reduce -0.2% 2,099 $785K
W Advisors, LLC 0.51% No change 2,099 $785K
Capital Group Private Client Services, Inc. 0.01% Reduce -0.3% 2,097 $784K
Redwood Financial Network Corp 0.66% Reduce -4.1% 2,091 $782K
Boyd Watterson Asset Management LLC 0.23% No change 2,089 $781K
Northwest Capital Management Inc 0.28% Reduce -46.8% 2,078 $777K
First Foundation Advisors 0.03% No change 2,074 $776K
GAMMA Investing LLC 0.11% Add +9.3% 2,072 $775K
Pacific Sun Financial Corp 0.46% Reduce -1.7% 2,069 $774K
Apollon Financial, LLC 0.25% No change 2,064 $772K
One Wealth Advisors, LLC 0.17% Add +5.6% 2,174 $772K
Windsor Capital Management, LLC 0.24% Add +1.5% 2,061 $771K
Pekin Hardy Strauss, Inc. 0.11% Add +15.5% 2,053 $768K
FSA Advisors, Inc. 0.80% Add +0.2% 2,062 $767K
BOS Asset Management, LLC 0.35% Reduce -4.6% 2,044 $764K
Berkshire Asset Management LLC 0.04% No change 2,044 $764K
IFG Advisors, LLC 0.18% Reduce -4.8% 2,043 $764K
DLK Investment Management, LLC 0.32% Add +14.8% 2,043 $764K
Capital Asset Advisory Services LLC 0.04% Reduce -6.1% 1,955 $759K
Wealth Management Partners, LLC 0.37% Add +2.2% 2,028 $758K
Empirical Asset Management, LLC 0.28% Add +156.3% 2,020 $756K
Meridian Wealth Advisors, LLC 0.13% No change 2,016 $754K
Hemington Wealth Management 0.25% No change 2,014 $753K
Northwest Investment Counselors, LLC 0.19% No change 2,001 $748K
Select Asset Management & Trust 0.30% No change 1,997 $747K
L & S Advisors Inc 0.10% No change 1,997 $747K
Sterling Financial Planning, Inc. 0.30% Add +16.1% 1,987 $743K
Shared Vision Wealth Group LLC 0.43% No change 1,978 $740K
Tudor Investment Corporation 0.01% New 1,977 $739K
Institutional & Family Asset Management, LLC 0.11% Reduce -0.8% 1,972 $737K
Ally Invest Advisors Inc. 0.07% Reduce -0.5% 1,962 $734K
Strategic Wealth Partners, Ltd. 0.08% Add +12.4% 1,961 $733K
YHB Investment Advisors, Inc. 0.06% Add +13.8% 1,960 $733K
Silver Coast Investments LLC 0.30% Add +7.0% 1,958 $732K
Northwest Wealth Management, LLC 0.19% Reduce -6.8% 1,950 $729K
Zega Financial, LLC 0.26% New 1,950 $729K
Money Concepts Capital Corp. 0.06% Reduce -2.6% 1,949 $729K
Syverson Strege & Co 0.25% Reduce -6.8% 1,949 $729K
HUB Investment Partners, LLC 0.04% Add +58.5% 1,947 $728K
Orgel Wealth Management, LLC 0.02% Add +0.2% 1,942 $726K
Fairhaven Wealth Management, LLC 0.24% Reduce -4.9% 1,937 $724K
S.A. Mason LLC 0.41% Add +1.4% 1,928 $721K
Wilmington Savings Fund Society, FSB 0.03% Add +56.5% 1,926 $720K
SFG Wealth Management, LLC. 0.41% No change 1,920 $718K
Balanced Rock Investment Advisors LLC 0.60% Add +33.0% 1,900 $711K
First Bancorp, Inc 0.52% No change 1,893 $708K
Alliance Wealth Management Group 0.20% No change 1,891 $707K
Oxford Financial Group, LTD. LLC 0.05% Add +16.9% 1,891 $707K
Waller Financial Planning Group, Inc. 0.19% Reduce -5.6% 1,890 $707K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -0.8% 1,886 $705K
Arrowroot Family Office, LLC 0.45% Reduce -4.4% 1,885 $705K
Cornerstone Advisors Asset Management, LLC 0.20% No change 1,881 $704K
Atlantic Private Wealth, LLC 0.57% No change 1,880 $703K
Maltin Wealth Management, Inc. 0.38% No change 1,879 $703K
Petredis Investment Advisors LLC 0.08% Add +8.1% 1,863 $697K
LJI Wealth Management, LLC 0.15% Reduce -2.6% 1,858 $695K
Holderness Investments Co. 0.16% Add +13.9% 1,849 $692K
MKT Advisors LLC 0.34% Add +0.1% 1,781 $692K
Clarity Financial LLC 0.10% Reduce -1.7% 1,849 $692K
Freestone Capital Holdings, LLC 0.02% Add +9.4% 1,843 $689K
German American Bancorp, Inc. 0.08% No change 1,838 $687K
TruWealth Advisors, LLC 0.05% Reduce -6.8% 1,837 $687K
Valued Retirements, Inc. 1.04% No change 1,836 $687K
Ullmann Wealth Partners Group, LLC 0.10% Add +2.3% 1,833 $686K
New Perspectives, Inc 0.36% No change 1,819 $680K
Thompson Davis & Co., Inc. 0.59% Add +0.4% 1,818 $680K
Catalina Capital Group, LLC 0.26% Add +8.6% 1,818 $680K
Winslow Capital Management, LLC 0.00% Add +5.4% 1,816 $679K
Congress Asset Management Co. 0.00% Add +11.1% 1,813 $678K
WASHINGTON TRUST Co 0.02% Reduce -10.9% 1,808 $676K
Berkeley Capital Partners, LLC 0.20% Add +25.8% 1,808 $676K
Vision Capital Management, Inc. 0.10% Add +3.1% 1,806 $675K
Elwood & Goetz Wealth Advisory Group, LLC 0.19% Reduce -1.2% 1,805 $675K
Narwhal Capital Management 0.06% No change 1,800 $673K
Harmony Asset Management LLC 0.28% Add +0.6% 1,797 $672K
Strategic Wealth Investment Group, LLC 0.08% — 1,783 $672K
Dynamic Wealth Strategies, LLC 0.58% No change 1,794 $671K
Stock Yards Bank & Trust Co. 0.02% Reduce -46.2% 1,791 $670K
Country Trust Bank 0.02% Reduce -0.1% 1,781 $666K
Means Investment Co., Inc. 0.08% No change 1,781 $666K
Next Capital Management LLC 0.28% No change 1,772 $663K
Unique Wealth Strategies, LLC 0.31% No change 1,917 $660K
Fi3 FINANCIAL ADVISORS, LLC 0.29% Add +0.1% 1,758 $658K
Colton Groome Financial Advisors, LLC 0.26% Add +66.3% 1,754 $656K
Mason Investment Advisory Services, Inc. 0.04% Add +1.6% 1,754 $656K
GFG Capital, LLC 0.18% Reduce -13.4% 1,740 $651K
Johnson Financial Group, Inc. 0.03% Add +0.1% 1,732 $649K
Shira Ridge Wealth Management 0.36% Reduce -3.7% 1,734 $649K
Crescent Grove Advisors, LLC 0.07% No change 1,721 $644K
Peoples Financial Services Corp. 0.29% No change 1,720 $643K
King Wealth Management Group 0.11% No change 1,718 $643K
Fiduciary Group, LLC 0.07% No change 1,718 $643K
RDA Financial Network 0.21% Reduce -8.3% 1,718 $643K
World Equity Group, Inc. 0.19% Reduce -53.0% 1,717 $642K
Full Sail Capital, LLC 0.04% Reduce -7.0% 1,717 $642K
TRUE Private Wealth Advisors 0.07% Reduce -3.2% 1,706 $638K
Gilbert & Cook, Inc. 0.09% Reduce -61.0% 1,697 $635K
Red Door Wealth Management, LLC 0.11% Add +45.6% 1,695 $634K
Seneca Financial Advisors LLC 0.33% Reduce -2.4% 1,693 $633K
Beese Fulmer Investment Management, Inc. 0.06% Reduce -3.9% 1,687 $631K
AF Advisors, Inc. 0.12% No change 1,685 $630K
Tyler-Stone Wealth Management 0.26% No change 1,673 $626K
WP Advisors, LLC 0.20% Reduce -21.9% 1,667 $624K
CFO4Life Group, LLC 0.12% Add +3.4% 1,667 $623K
Lebenthal Global Advisors, LLC 0.14% New 1,662 $622K
BBR Partners, LLC 0.05% Reduce -11.9% 1,661 $621K
Blue Chip Partners, LLC 0.06% Add +9.9% 1,658 $620K
Rather & Kittrell, Inc. 0.17% Reduce -1.4% 1,656 $619K
Sfmg, LLC 0.05% Reduce -3.8% 1,654 $619K
Eagle Bay Advisors LLC 0.37% No change 1,647 $617K
Prosperity Financial Group, Inc. 0.39% Add +6.8% 1,644 $615K
Accredited Investors Inc. 0.04% New 1,644 $615K
Ti-Trust, Inc. 0.47% Reduce -1.6% 1,638 $613K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -0.3% 1,635 $612K
Root Financial Partners, LLC 0.14% Reduce -15.2% 1,631 $610K
Flower City Capital 0.39% Reduce -6.6% 1,610 $603K
FAS Wealth Partners, Inc. 0.05% Reduce -1.6% 1,604 $600K
Center For Asset Management LLC 0.40% Add +0.1% 1,603 $600K
WealthPLAN Partners, LLC 0.06% Add +95.5% 1,601 $599K
KPP Advisory Services LLC 0.16% Reduce -13.6% 1,600 $598K
Alpine Woods Capital Investors, LLC 0.09% No change 1,600 $598K
Private Ocean, LLC 0.05% No change 1,600 $598K
Capital Advisors Inc. 0.01% Add +1.2% 1,598 $598K
Colonial Trust Co / SC 0.10% Reduce -1.1% 1,588 $594K
Traynor Capital Management, Inc. 0.05% Reduce -3.6% 1,585 $593K
Twele Capital Management, Inc. 0.13% Reduce -0.6% 1,585 $593K
Trivium Point Advisory, LLC 0.09% New 1,562 $589K
Bey-Douglas LLC 0.54% Add +1.5% 1,519 $588K
Well Done, LLC 0.12% No change 1,562 $584K
Valley Wealth Managers, Inc. 0.05% No change 1,549 $579K
Ellsworth Advisors, LLC 0.16% No change 1,545 $578K
Rodgers Brothers Inc. 0.08% Reduce -0.3% 1,542 $577K
Modern Wealth Management, LLC 0.04% Add +44.8% 1,536 $574K
Channel Wealth LLC 0.21% Reduce -4.8% 1,535 $574K
Financial Gravity Asset Management, Inc. 0.14% Reduce -43.4% 1,523 $570K
Morton Capital Management LLC 0.13% No change 1,517 $567K
XML Financial, LLC 0.06% Reduce -40.2% 1,513 $566K
Meridian Financial Advisors, LLC 0.41% Add +14.9% 1,507 $564K
First Business Financial Services, Inc. 0.06% No change 1,502 $562K
Cannell & Spears LLC 0.01% No change 1,494 $559K
Vance Wealth, LLC 0.23% Add +0.1% 1,486 $556K
Chemistry Wealth Management LLC 0.14% Add +2.0% 1,484 $555K
Baker Tilly Wealth Management, LLC 0.23% Add +0.8% 1,483 $555K
National Wealth Management Group, LLC 0.42% Add +24.4% 1,479 $553K
Gradient Investments LLC 0.01% Reduce -24.4% 1,478 $553K
Rowlandmiller & Partners.adv 0.12% No change 1,475 $552K
American Financial & Tax Strategies Inc. 0.29% Reduce -1.7% 1,474 $551K
Members Wealth LLC 0.37% — 1,254 $550K
Financial Futures Ltd Liability Co. 0.34% Reduce -1.7% 1,470 $550K
Landaas & Co. /Wi 0.17% Reduce -1.5% 1,469 $549K
Summit Global Investments 0.04% Add +138.9% 1,467 $549K
Denver Wealth Management, Inc. 0.27% Reduce -8.7% 1,467 $549K
Colonial Trust Advisors 0.05% Reduce -10.2% 1,465 $548K
Ballast Advisors LLC 0.17% Reduce -2.0% 1,458 $545K
Townsend Asset Management Corp. /NC/ 0.21% Reduce -0.4% 1,452 $543K
Private Client Services, LLC 0.34% Add +1.8% 1,452 $543K
Outlook Wealth Advisors, LLC 0.17% Add +0.9% 7,691 $542K
Sharper & Granite LLC 0.26% No change 1,450 $542K
Dover Advisors, LLC 0.33% New 1,445 $540K
Everpar Advisors LLC 0.27% Add +21.0% 1,443 $540K
JFG Wealth Management, LLC 0.15% New 1,431 $535K
Wealth Group Ltd 0.16% Reduce -5.8% 1,427 $534K
Norden Group LLC 0.11% Reduce -0.1% 1,423 $532K
Capital Management Associates, Inc 0.32% Reduce -0.1% 1,420 $531K
Lynx Investment Advisory 0.39% — 1,416 $529K
Trexquant Investment LP 0.01% Reduce -1.9% 1,405 $525K
Flagstar Securities, Inc. 0.14% Reduce -2.5% 1,403 $525K
Viewpoint Capital Management LLC 0.32% No change 1,403 $525K
Pinnacle Family Advisors, LLC 0.29% Add +30.2% 1,400 $524K
Pettyjohn, Wood & White, Inc. 0.10% No change 1,400 $524K
Coordinated Financial Services, Inc. 0.45% Reduce -9.1% 1,397 $523K
Landmark Wealth Management, Inc. 0.29% Reduce -2.5% 1,396 $522K
Lee Danner & Bass Inc. 0.04% — 1,390 $520K
Independent Advisor Alliance 0.02% Reduce -14.8% 1,390 $520K
J. W. Coons Advisors, LLC 0.10% Reduce -2.1% 1,388 $519K
Empire Financial Management Company, LLC 0.17% Add +7.3% 1,380 $516K
Cypress Financial Planning LLC 0.22% Reduce -3.8% 1,377 $515K
Keudell/Morrison Wealth Management 0.15% Add +1.1% 1,374 $514K
Sterling Investment Advisors, Ltd. 0.14% No change 1,374 $514K
Buttonwood Financial Advisors Inc. 0.24% Add +21.3% 1,371 $513K
Pointe Capital Management LLC 0.32% No change 1,366 $511K
Chilton Capital Management LLC 0.02% Reduce -6.9% 1,360 $509K
Benin Management CORP 0.15% No change 1,359 $508K
Phoenix Wealth Advisors 0.25% Reduce -29.4% 1,346 $503K
Iron Horse Wealth Management, LLC 0.19% No change 1,344 $503K
Meredith Wealth Planning 0.26% New 1,341 $502K
St. Clair Advisors, LLC 0.16% No change 1,339 $501K
Henrickson Nauta Wealth Advisors, Inc. 0.21% Add +112.6% 1,331 $499K
Hancock Whitney Corp. 0.02% Reduce -9.2% 1,331 $498K
Abacus Wealth Partners, LLC 0.08% Add +32.3% 1,330 $497K
Cypress Wealth Services, LLC 0.11% No change 1,325 $496K
Schnieders Capital Management LLC 0.10% No change 1,321 $494K
Allen Capital Group, LLC 0.07% Reduce -0.3% 1,320 $494K
Allred Capital Management, LLC 0.19% No change 1,317 $493K
Capital Advisors Wealth Management, LLC 0.10% Reduce -0.8% 1,317 $493K
Mosaic Financial Group, LLC 0.35% No change 1,315 $492K
Cladis Investment Advisory, LLC 0.36% No change 1,315 $492K
Financial Perspectives, Inc 0.18% Add +0.7% 1,312 $491K
Foster Group, Inc. 0.02% Add +17.3% 1,312 $491K
HFG Wealth Management, LLC 0.31% Add +3.1% 1,308 $489K
Florida Financial Advisors, LLC 0.29% Add +0.9% 1,308 $489K
Williams Jones Wealth Management, LLC. 0.01% No change 1,307 $489K
Team Hewins, LLC 0.20% No change 1,302 $488K
Valley Forge Investment Consultants Inc. Adv 0.18% Add +3.8% 1,303 $487K
Carlson Capital Management 0.02% No change 1,297 $485K
Continental Investors Services, Inc. 1.08% No change 1,295 $484K
MIdWestOne Financial Group, Inc. 0.09% No change 1,291 $483K
Christensen, King & Associates Investment Services, Inc. 0.24% Reduce -9.9% 1,287 $481K
RAM Investment Partners, LLC 0.14% Reduce -0.9% 1,287 $481K
Oxbow Advisors, LLC 0.06% Reduce -12.9% 1,286 $481K
Slagle Financial, LLC 0.25% Reduce -2.4% 1,286 $481K
Quantbot Technologies LP 0.02% New 1,285 $481K
WealthBridge Capital Management, LLC 0.16% Add +14.0% 1,283 $480K
Motive Wealth Advisors 0.29% Reduce -1.8% 1,282 $479K
Steele Capital Management, Inc. 0.03% Add +8.0% 1,278 $478K
BancFirst Trust & Investment Management 0.22% Add +19.6% 1,267 $478K
Hobbs Group Advisors, LLC 0.18% — 1,266 $473K
MBE Wealth Management, LLC 0.29% Reduce -0.1% 1,260 $471K
Evernest Financial Advisors, LLC 0.21% No change 1,257 $470K
Verus Financial Partners, Inc. 0.05% No change 1,257 $470K
Beacon Financial Strategies CORP 0.34% Reduce -2.7% 1,252 $468K
GeoWealth Management, LLC 0.02% Add +133.8% 1,251 $468K
Allen Investment Management, LLC 0.01% No change 1,250 $468K
Farrell Financial LLC 0.36% Add +63.4% 1,248 $467K
Weatherly Asset Management L. P. 0.04% No change 1,246 $467K
Concorde Asset Management, LLC 0.29% Add +9.6% 1,246 $466K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -4.3% 1,239 $463K
FWL Investment Management, LLC 0.23% No change 1,225 $458K
Elevation Point Wealth Partners, LLC 0.04% Reduce -27.9% 1,219 $456K
Westside Investment Management, Inc. 0.10% Reduce -4.0% 1,217 $455K
Mason & Associates, LLC 0.15% Add +94.1% 1,217 $455K
Pachira Investments Inc. 0.40% Reduce -1.3% 1,216 $455K
G&S Capital LLC 0.20% No change 1,174 $454K
Fragasso Financial Advisors Inc 0.04% Reduce -4.4% 1,212 $453K
Arthur M. Cohen & Associates, LLC 0.08% No change 1,207 $452K
Halbert Hargrove Global Advisors, LLC 0.03% No change 1,204 $450K
Mason & Associates Inc 0.12% No change 1,203 $450K
Hamilton Wealth, LLC 0.12% Add +5.8% 1,202 $450K
Monumental Financial Group Inc. 0.20% No change 1,200 $449K
DHJJ Financial Advisors, Ltd. 0.19% No change 1,200 $449K
Financial Management Network Inc. 0.11% Add +1.3% 1,157 $448K
Armstrong Advisory Group, Inc. 0.04% Reduce -16.4% 1,196 $447K
Gables Capital Management Inc. 0.23% Reduce -0.6% 1,191 $445K
John W. Brooker & Co., CPAs 0.22% Reduce -8.0% 1,189 $445K
Williamson Legacy Group, LLC 0.33% New 1,186 $444K
Insight Wealth Strategies, LLC 0.06% Add +4.1% 1,184 $443K
Tanager Wealth Management LLP 0.07% New 1,176 $440K
Ranch Capital Advisors Inc. 0.23% New 1,176 $440K
Walker Asset Management, LLC 0.30% No change 1,176 $440K
Washington Trust Bank 0.04% Reduce -26.9% 1,171 $438K
Horan Capital Advisors, LLC. 0.15% No change 1,169 $437K
Oxinas Partners, LLC 0.29% No change 1,167 $437K
Calamos Wealth Management LLC 0.02% Add +93.0% 1,166 $436K
Syntegra Private Wealth Group, LLC 0.06% Reduce -3.8% 1,164 $435K
Acorn Wealth Advisors, LLC 0.21% Add +47.3% 1,162 $435K
Bradley Foster & Sargent Inc. 0.01% Add +39.8% 1,160 $434K
GM Advisory Group, LLC 0.03% Add +2.5% 1,159 $433K
Stockman Wealth Management, Inc. 0.08% Add +1.6% 1,158 $433K
Glassman Wealth Services 0.08% Add +10.3% 1,153 $431K
ARK & TLK Investments, LLC 0.16% Reduce -20.3% 1,153 $431K
FFT Wealth Management LLC 0.04% Reduce -4.2% 1,153 $431K
WR Wealth Planners, LLC 0.13% Reduce -1.8% 1,149 $430K
Clarity Wealth Advisors, LLC 0.14% Reduce -1.3% 1,148 $429K
Pacifica Partners Inc. 0.18% Add +1.8% 1,122 $429K
Firestone Capital Management 0.12% No change 1,145 $428K
Horan Securities, Inc. 0.19% Add +6.7% 1,145 $428K
Orleans Capital Management Corp. 0.27% Reduce -3.8% 1,140 $426K
X-Square Capital, LLC 0.15% Reduce -61.5% 1,139 $426K
Wynn Capital, LLC 0.31% No change 1,138 $426K
Advanced Asset Management Advisors Inc 0.11% Reduce -4.1% 1,138 $426K
O'Dell Group, LLC 0.10% No change 1,234 $425K
Ironwood Financial, llc 0.10% Reduce -16.6% 1,136 $425K
Tucker Asset Management LLC 0.09% Add +0.4% 1,129 $422K
Mairs & Power Inc. 0.00% Reduce -10.0% 1,128 $422K
GEM Asset Management, LLC 0.26% Add +1.2% 1,127 $422K
LVM Capital Management Ltd. 0.05% New 1,126 $421K
Realta Investment Advisors 0.08% Reduce -2.3% 1,121 $419K
Ethos Financial Group, LLC 0.07% New 1,120 $419K
Spinnaker Trust 0.03% Reduce -2.3% 1,120 $419K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -2.3% 1,120 $419K
TriaGen Wealth Management LLC 0.16% No change 1,116 $417K
Garrett Wealth Advisory Group, LLC 0.15% No change 1,116 $417K
Debussy Capital Management LP 0.12% No change 1,112 $416K
Prosperity Wealth Management, Inc. 0.20% Add +2.2% 1,108 $415K
Wells Trecaso Financial Group, LLC 0.14% Add +4.0% 1,107 $414K
Waterloo Capital, L.P. 0.05% Add +3.8% 1,102 $412K
Avestar Capital, LLC 0.05% No change 1,101 $412K
waypoint wealth counsel 0.31% Add +1.9% 1,100 $411K
JB Capital LLC 0.03% Reduce -10.4% 1,098 $411K
Tennessee Valley Asset Management Partners 0.08% Add +38.8% 1,098 $411K
Latitude Advisors, LLC 0.25% Reduce -0.1% 1,097 $410K
Tyche Wealth Partners LLC 0.10% No change 1,094 $409K
Signature Resources Capital Management, LLC 0.34% Reduce -11.2% 1,094 $409K
Welch & Forbes LLC 0.01% No change 1,075 $409K
Second Line Capital, LLC 0.12% Reduce -1.8% 1,091 $408K
Lyell Wealth Management, LP 0.04% No change 1,090 $408K
jvl associates llc 0.16% No change 1,089 $407K
Shoker Investment Counsel, Inc. 0.14% No change 1,086 $406K
Transform Wealth, LLC 0.03% No change 1,084 $406K
First Nebraska Trust Co 0.04% No change 1,084 $405K
Collaborative Wealth Managment Inc. 0.20% Reduce -24.1% 1,083 $405K
Sepio Capital, LP 0.04% Reduce -7.2% 1,082 $405K
Narus Financial Partners, LLC 0.16% New 1,082 $405K
Johnson Financial Group, LLC 0.05% No change 1,079 $404K
MassMutual Private Wealth & Trust, FSB 0.01% Add +121.2% 1,073 $401K
High Falls Advisors, Inc 0.10% Add +23.1% 1,064 $398K
BluePointe Capital Management, LLC 0.27% No change 1,062 $398K
Toews Corp. 0.07% Reduce -26.5% 1,062 $397K
D'Orazio & Associates, Inc. 0.06% Reduce -1.9% 1,061 $397K
Zullo Investment Group, Inc. 0.17% No change 1,060 $396K
Skyline Advisors, Inc. 0.17% Add +28.6% 1,060 $396K
Hantz Financial Services, Inc. 0.01% New 1,055 $395K
Bernardo Wealth Planning LLC 0.11% Add +0.5% 1,054 $394K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -19.4% 1,052 $393K
Horizon Financial Services, LLC 0.25% Reduce -0.3% 1,050 $393K
New Century Financial Group, LLC 0.17% New 1,050 $393K
DDD Partners, LLC 0.05% No change 1,049 $392K
Roundview Capital LLC 0.03% No change 1,048 $392K
West Oak Capital, LLC 0.16% No change 1,048 $392K
Turtle Creek Wealth Advisors, LLC 0.09% Add +1905.8% 1,043 $390K
WealthTrust Axiom LLC 0.13% No change 1,041 $389K
Cascade Financial Partners, LLC 0.05% No change 1,040 $389K
Alpha Financial Partners LLC 0.34% Reduce -39.1% 1,040 $389K
North Star Investment Management Corp. 0.03% Add +17.0% 1,031 $385K
Gries Financial LLC 0.08% Reduce -45.4% 1,029 $385K
Legacy Private Trust Co. 0.03% No change 1,029 $385K
Rainey & Randall Wealth Advisors Inc. 0.09% Add +6.8% 1,027 $385K
Granite FO LLC 0.25% No change 1,028 $384K
TNF LLC 0.14% Reduce -0.4% 1,059 $384K
Kanawha Capital Management LLC 0.03% Reduce -1.0% 1,026 $384K
TFG Advisers LLC 0.15% Reduce -5.2% 1,024 $383K
Family Firm, Inc. 0.09% New 1,022 $382K
Ledyard National Bank 0.04% Reduce -4.7% 1,020 $381K
Merriman Wealth Management, LLC 0.02% Add +25.0% 1,011 $379K
Mfa Wealth Advisors, LLC 0.08% Reduce -0.1% 1,012 $378K
Warren Street Wealth Advisors, LLC 0.19% Add +4.7% 1,010 $378K
Pinnacle Wealth Management Advisory Group, LLC 0.04% New 1,010 $378K
MAS Advisors LLC 0.90% Reduce -89.4% 1,009 $377K
Precedent Wealth Partners, LLC 0.15% No change 1,006 $376K
Fairscale Capital, LLC 0.33% — 972 $376K
Quad-Cities Investment Group, LLC 0.21% No change 1,005 $376K
Gallacher Capital Management LLC 0.20% No change 1,001 $374K
Chartist Inc. 0.19% Reduce -1.7% 1,000 $374K
Cornerstone National Bank & Trust Co 0.18% No change 1,000 $374K
Financial Partners Group, LLC 0.15% No change 1,000 $374K
Cape Cod Five Cents Savings Bank 0.04% Reduce -1.0% 1,000 $374K
Fort Washington Investment Advisors Inc. 0.00% New 999 $374K
Pacific Sage Partners, LLC 0.09% No change 998 $373K
Braun-Bostich & Associates Inc. 0.28% No change 995 $372K
D.B. Root & Company, LLC 0.13% Reduce -0.2% 992 $371K
Perkins Coie Trust Co 0.09% No change 991 $371K
Sensible Money, LLC 0.18% No change 990 $370K
Fiduciary Family Office, LLC 0.15% No change 988 $370K
FSM Wealth Advisors, LLC 0.12% No change 986 $369K
RiverFront Investment Group, LLC 0.01% No change 985 $368K
Capstone Wealth Management Group, LLC 0.24% Reduce -1.8% 983 $368K
Winch Advisory Services, LLC 0.11% Add +59.1% 983 $368K
Forbes Financial Planning, Inc. 0.29% No change 982 $367K
Creekside Partners 0.20% — 977 $365K
Bailard, Inc. 0.01% Reduce -2.2% 975 $365K
Rockingstone Advisors LLC 0.19% Add +45.1% 965 $361K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +41.8% 957 $358K
Wealth Quarterback LLC 0.20% Add +5.6% 956 $357K
Janiczek Wealth Management, LLC 0.07% No change 954 $357K
Lanark Financial, Inc. 0.03% Add +57.7% 951 $356K
Laurel Wealth Planning LLC 0.25% No change 946 $354K
Westshore Wealth, LLC 0.15% Add +3.3% 944 $353K
AIMZ Investment Advisors, LLC 0.13% Add +12.0% 944 $353K
Obermeyer Wealth Partners 0.02% New 941 $352K
Mezzasalma Advisors, LLC 0.15% Reduce -1.8% 940 $352K
Capasso Planning Partners LLC 0.11% Reduce -6.9% 939 $351K
Capital Investment Counsel, LLC 0.07% Reduce -25.8% 939 $351K
River Wealth Advisors LLC 0.05% No change 938 $351K
Missouri Trust & Investment Co 0.13% No change 938 $351K
Per Stirling Capital Management, LLC. 0.06% No change 937 $350K
First City Capital Management, Inc. 0.20% New 936 $350K
Shorepoint Capital Partners LLC 0.08% Reduce -0.1% 935 $350K
Praetorian Wealth Management, Inc. 0.09% New 934 $349K
First National Advisers, LLC 0.06% Add +54.1% 934 $349K
Grey Ledge Advisors, LLC 0.10% Reduce -1.2% 934 $349K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -0.8% 932 $349K
Encompass Wealth Advisors, LLC 0.09% Add +8.5% 932 $349K
Milestone Asset Management, LLC 0.09% Add +20.2% 930 $348K
Austin Private Wealth, LLC 0.04% No change 930 $348K
Midland Wealth Advisors, LLC 0.02% Add +3.8% 929 $347K
Corepath Wealth Partners LLC 0.37% Add +16.2% 896 $347K
Yarger Wealth Strategies, LLC 0.21% Add +41.0% 928 $347K
Portside Wealth Group, LLC 0.07% Add +3.5% 925 $346K
Apriem Advisors 0.04% Add +1.8% 922 $345K
West Coast Financial LLC 0.04% Reduce -3.2% 919 $344K
Sunpointe, LLC 0.22% New 916 $343K
Weitzel Financial Services, Inc. 0.17% New 911 $343K
L.M. Kohn & Company 0.09% Reduce -6.3% 915 $342K
tru Independence LLC 0.10% Reduce -12.5% 913 $341K
Old Port Advisors 0.10% Reduce -10.1% 909 $340K
ICA Group Wealth Management, LLC 0.20% Reduce -93.8% 907 $339K
Capital Square, LLC 0.22% New 898 $339K
Montecito Bank & Trust 0.07% No change 905 $338K
FourThought Financial Partners, LLC 0.04% Add +5.1% 905 $338K
Wealth Group, Ltd. 0.24% Reduce -4.2% 905 $338K
US Financial Advisors, LLC 0.11% Reduce -1.9% 902 $337K
Schiavi & Co LLC 0.13% No change 902 $337K
Greenspring Advisors, LLC 0.08% No change 900 $337K
Camelot Technology Advisors, Inc. 0.31% No change 900 $337K
Portland Global Advisors LLC 0.05% No change 898 $336K
Monument Group Wealth Advisors, LLC 0.23% No change 897 $335K
New Republic Capital, LLC 0.17% No change 889 $333K
Security National Bank of Sioux City Iowa 0.24% Reduce -0.3% 889 $332K
Van Hulzen Asset Management, LLC 0.02% Add +31.2% 887 $332K
Pittenger & Anderson Inc. 0.01% Add +36.7% 886 $331K
Princeton Global Asset Management LLC 0.07% Add +536.0% 884 $331K
Smith Thornton Advisors LLC 0.24% — 881 $330K
Moneywise, Inc. 0.17% No change 876 $328K
New Wave Wealth Advisors LLC 0.18% — 876 $328K
Hobart Private Capital, LLC 0.09% New 875 $327K
Truvestments Capital LLC 0.13% Add +1.9% 873 $327K
Laidlaw Wealth Management LLC 0.18% No change 873 $327K
Carr Financial Group Corp 0.10% No change 873 $327K
Taylor & Morgan Wealth Management, LLC 0.23% Add +43.4% 872 $326K
Confluence Wealth Services, Inc. 0.03% Reduce -16.4% 871 $326K
FOCUS Wealth Advisors, LLC 0.17% Add +2.2% 871 $326K
Fairfield, Bush & Co. 0.19% Reduce -1.1% 866 $324K
Nikulski Financial, Inc. 0.10% No change 866 $324K
Opes Wealth Management LLC 0.07% No change 866 $324K
GYL Financial Synergies, LLC 0.03% Reduce -7.9% 865 $324K
Community Bank, N.A. 0.04% No change 865 $324K
Beacon Financial Planning, Inc. 0.22% No change 864 $323K
Dividend Assets Capital, LLC 0.07% Reduce -17.4% 860 $322K
Adero Partners, LLC 0.02% Reduce -21.9% 858 $321K
Frontier Asset Management, LLC 0.12% No change 851 $318K
Solstein Capital, LLC 0.21% No change 849 $318K
Vawter Financial, Ltd. 0.22% No change 844 $316K
Pullen Investment Management, LLC 0.26% No change 842 $315K
Bank of Stockton 0.10% Reduce -5.1% 840 $314K
Appleton Partners Inc. 0.02% Reduce -1.8% 839 $314K
Financial Security Advisor, Inc. 0.10% Reduce -0.8% 837 $313K
Gateway Wealth Partners, LLC 0.09% Add +3.1% 837 $313K
First National Corp. /Ma/ 0.07% Add +0.1% 835 $312K
Foundation Wealth Management, LLC 0.24% No change 834 $312K
Goldstone Financial Group, LLC 0.06% New 826 $309K
Enterprise Bank & Trust Co 0.11% No change 825 $309K
Wealthgarden F.S. LLC 0.32% — 824 $308K
Amplius Wealth Advisors, LLC 0.03% Reduce -8.1% 824 $308K
Heritage Investment Group, Inc. 0.04% No change 823 $308K
J. Safra Sarasin Holding AG 0.01% — 823 $308K
Financial Freedom, LLC 0.17% No change 822 $308K
Northwest Bank & Trust Co 0.26% No change 822 $307K
Maiden Cove Capital, LLC 0.67% — 893 $307K
Jennison Associates LLC 0.00% Reduce -17.1% 811 $303K
Curated Wealth Partners LLC 0.04% — 809 $303K
Brand Asset Management Group, Inc. 0.13% Reduce -7.5% 809 $303K
Divergent Planning, LLC 0.12% No change 790 $302K
Power Wealth Management LLC 0.14% No change 808 $302K
Adapt Wealth Advisors, LLC 0.19% No change 805 $301K
Matisse Capital 0.15% No change 804 $301K
Activest Wealth Management 0.10% No change 804 $301K
Prairie Sky Financial Group LLC 0.19% No change 799 $299K
Keystone Wealth Services, LLC 0.09% No change 798 $299K
Private Wealth Management Group, LLC 0.13% Add +88.2% 796 $298K
Resolute Wealth Strategies, LLC 0.17% No change 792 $296K
Sather Financial Group Inc 0.02% No change 792 $296K
IRON Financial LLC 0.17% No change 792 $296K
Fortis Capital Management LLC 0.06% Reduce -24.4% 791 $296K
EWG Elevate Inc. 0.11% No change 788 $295K
Ironwood Investment Counsel, LLC 0.05% Reduce -5.3% 787 $294K
HM Payson & Co. 0.01% Add +18.8% 784 $293K
CPC Advisors, LLC 0.05% Reduce -5.1% 782 $293K
Sentinel Trust Co. Lba 0.04% No change 780 $292K
Moss Adams Wealth Advisors LLC 0.04% Reduce -2.3% 779 $292K
Safeguard Investment Advisory Group, LLC 0.09% Add +8.0% 779 $291K
Cascade Investment Group, Inc. 0.23% Reduce -1.3% 777 $291K
Sequent Planning LLC 0.10% Add +21.2% 765 $288K
TFC Financial Management, Inc. 0.05% No change 770 $288K
Tempus Wealth Planning, LLC 0.12% Add +32.3% 770 $288K
Melfa Wealth Management, Inc. 0.20% No change 770 $288K
Sterling Group Wealth Management, LLC 0.16% — 768 $287K
Rockport Wealth LLC 0.12% Add +0.5% 768 $287K
Cascade Investment Advisors, Inc. 0.19% No change 764 $286K
Rockline Wealth Management, LLC 0.09% New 758 $283K
Abacus Planning Group, Inc. 0.05% No change 756 $283K
Investment Partners, LTD. 0.13% No change 749 $280K
PBMares Wealth Management LLC 0.07% Add +5.1% 745 $278K
JDM Financial Group LLC 0.19% No change 744 $278K
Patten Group, Inc. 0.07% No change 744 $278K
Asset Allocation Strategies LLC 0.09% Add +1.9% 743 $278K
Canal Capital Management, LLC 0.05% No change 740 $277K
DBK Financial Counsel, LLC 0.30% No change 738 $276K
SilverOak Wealth Management LLC 0.07% Reduce -14.7% 737 $276K
ARS Wealth Advisors Group, LLC 0.04% Add +6.4% 733 $274K
Sigma Investment Counselors Inc. 0.02% No change 732 $274K
Archvest Wealth Advisors, Inc. 0.18% New 726 $273K
Amundi 0.00% Reduce -5.6% 731 $273K
Smith Anglin Financial, LLC 0.03% New 730 $273K
Hazlett, Burt & Watson, Inc. 0.14% Add +1.8% 735 $273K
Exchange Capital Management, Inc. 0.04% New 725 $271K
Fairman Group, LLC 0.28% No change 724 $271K
BSW Wealth Partners 0.04% Add +13.0% 723 $270K
Naviter Wealth, LLC 0.04% New 720 $270K
StoneCrest Wealth Management, Inc. 0.21% Reduce -5.8% 720 $269K
Heritage Trust Co 0.04% No change 720 $269K
LBJ Family Wealth Advisors, Ltd. 0.17% No change 720 $269K
Widmann Financial Services, Inc. 0.22% No change 714 $267K
Alera Investment Advisors, LLC 0.03% Add +7.5% 713 $267K
Essex LLC 0.06% No change 710 $266K
Brass Tax Wealth Management, Inc. 0.05% Add +18.2% 708 $265K
Quantitative Strategies, Inc. 0.15% Add +1.6% 706 $264K
Tolleson Wealth Management, Inc. 0.05% No change 705 $264K
MPS Loria Financial Planners, LLC 0.08% No change 703 $263K
Atticus Wealth Management, LLC 0.09% Reduce -3.2% 702 $263K
Legacy Wealth Asset Management, LLC 0.07% No change 702 $263K
Unionview, LLC 0.21% No change 699 $262K
TrinityPoint Wealth, LLC 0.04% No change 698 $261K
Round Rock Advisors LLC 0.06% Reduce -65.5% 697 $261K
LGL Partners, LLC 0.04% Add +0.1% 697 $261K
Main Street Research LLC 0.02% New 693 $260K
My Personal CFO, LLC 0.14% No change 692 $259K
Private Capital Management, LLC 0.03% No change 690 $258K
Eaton-Cambridge Inc. 0.13% No change 689 $258K
Litman Gregory Wealth Management LLC 0.02% Add +10.6% 687 $257K
Coston, McIsaac & Partners 0.08% Add +5.0% 688 $257K
Janus Henderson Group PLC 0.00% Reduce -16.9% 686 $257K
WFA of San Diego, LLC 0.23% — 686 $257K
JPL Wealth Management, LLC 0.12% Reduce -12.7% 682 $255K
Abound Wealth Management 0.09% Reduce -1.7% 681 $255K
Clear Harbor Asset Management, LLC 0.02% No change 680 $254K
Seneca House Advisors 0.11% No change 678 $254K
Traveka Wealth, LLC 0.12% No change 676 $253K
Parker Investment Management, LLC 0.04% Add +12.7% 674 $252K
James J. Burns & Company, LLC 0.05% New 674 $252K
Laffer Tengler Investments, Inc. 0.07% Reduce -5.6% 671 $251K
Phillips Financial Management, LLC 0.02% Add +4.3% 671 $251K
Total Clarity Wealth Management, Inc. 0.09% No change 667 $250K
Philip James Wealth Mangement, LLC 0.17% Reduce -0.3% 666 $249K
Oarsman Capital, Inc. 0.05% New 665 $249K
Verum Partners LLC 0.08% No change 664 $248K
SMI Advisory Services, LLC 0.06% New 638 $248K
WINTON GROUP Ltd 0.02% Reduce -92.0% 661 $247K
Community Financial Services Group, LLC 0.05% No change 656 $245K
McDonald Partners LLC 0.07% No change 654 $245K
Albion Financial Group 0.02% Reduce -0.1% 651 $243K
Cambridge Financial Group, LLC 0.11% New 651 $243K
Beaird Harris Wealth Management, LLC 0.02% No change 650 $243K
Lifestyle Asset Management, Inc. 0.14% No change 647 $242K
Fidelis Capital Partners, LLC 0.03% Reduce -9.7% 705 $241K
Brave Asset Management Inc. 0.06% Add +4.4% 645 $241K
Bison Wealth, LLC 0.04% No change 700 $241K
American National Bank & Trust 0.03% No change 643 $240K
Anson Capital, Inc. 0.24% No change 641 $240K
Physician Wealth Solutions Inc. 0.17% No change 637 $238K
DGS Capital Management, LLC 0.07% Add +0.9% 636 $238K
MinichMacGregor Wealth Management, LLC 0.06% New 636 $238K
Pinnacle Financial Group, LLC / IL 0.10% New 636 $238K
Saxony Capital Management, LLC 0.26% No change 635 $237K
American Planning Services, Inc. 0.17% Add +3.1% 635 $237K
Lazari Capital Management, Inc. 0.11% Reduce -9.9% 634 $237K
Peregrine Asset Advisers, Inc. 0.09% No change 634 $237K
Weaver Consulting Group 0.08% No change 634 $237K
Wambolt & Associates, LLC 0.07% Reduce -1.1% 629 $237K
Priebe Wealth Holdings LLC 0.19% No change 633 $237K
Foresight Capital Management Advisors, Inc. 0.16% No change 627 $235K
United Community Bank 0.09% Reduce -9.1% 627 $235K
Davis Capital Management 0.20% Add +648.2% 621 $234K
Eastover Investment Advisors LLC 0.11% Add +1.3% 613 $233K
Harbour Investment Management LLC 0.11% No change 622 $233K
Fagan Associates, Inc. 0.04% New 622 $233K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% New 621 $233K
East Coast Asset Management, LLC. 0.08% No change 621 $232K
Koss-Olinger Consulting, LLC 0.02% New 620 $232K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -22.0% 620 $232K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.01% New 620 $232K
Columbus Macro, LLC 0.09% No change 598 $232K
KFG Wealth Management, LLC 0.09% New 619 $232K
Joseph P. Lucia & Associates, LLC 0.12% No change 615 $230K
Heritage Investors Management Corp. 0.01% Reduce -5.0% 615 $230K
Webster Bank, N. A. 0.03% Add +9.5% 611 $229K
Lesa Sroufe & Co 0.22% No change 609 $228K
Home Federal Bank of Tennessee 0.07% No change 609 $228K
Personal Cfo Solutions, LLC 0.03% Add +2.9% 607 $227K
American Money Management, LLC 0.05% Reduce -6.6% 607 $227K
Park Place Capital Corp 0.07% Reduce -63.3% 603 $225K
Courier Capital LLC 0.02% Reduce -9.1% 602 $225K
Integrity Financial Corp 0.14% No change 601 $225K
Valtinson Bruner Financial Planning LLC 0.09% Reduce -4.8% 600 $224K
Valley Financial Group, Inc. 0.16% Reduce -1.6% 597 $223K
SC&H Financial Advisors, Inc. 0.05% No change 595 $222K
Western Financial Corp 0.13% No change 594 $222K
Atlas Capital Advisors Inc. 0.03% No change 592 $221K
O'ROURKE & COMPANY, Inc 0.12% Add +1.4% 592 $221K
Secured Retirement Advisors, LLC 0.17% No change 589 $220K
Stephenson & Company, Inc. 0.16% No change 585 $219K
Retirement Guys Formula LLC 0.10% New 582 $218K
Astoria Portfolio Advisors LLC. 0.08% New 580 $217K
Financial Council, LLC 0.12% New 580 $217K
MorganRosel Wealth Management, LLC 0.08% New 579 $217K
Douglass Winthrop Advisors, LLC 0.00% New 579 $217K
All Terrain Financial Advisors, LLC 0.09% New 578 $216K
Crewe Advisors LLC 0.02% Add +74.2% 575 $215K
First Interstate Bank 0.01% New 575 $215K
Oxler Private Wealth LLC 0.08% New 575 $215K
Veracity Capital LLC 0.09% New 573 $214K
Sonata Capital Group Inc. 0.11% New 573 $214K
Traphagen Investment Advisors LLC 0.02% New 570 $213K
Moser Wealth Advisors, LLC 0.12% Add +20.0% 570 $213K
Janney Capital Management LLC 0.01% New 569 $213K
Silver Oak Advisory Group, Inc. 0.12% New 567 $212K
Aufman Associates Inc 0.15% New 567 $212K
Guidance Point Advisors, LLC 0.07% Reduce -27.8% 567 $212K
Great Point Wealth Advisors, LLC 0.05% New 564 $211K
Essential Planning, LLC. 0.09% New 559 $209K
Family Capital Management, Inc. 0.14% New 559 $209K
Capital Investment Services of America, Inc. 0.02% New 558 $209K
Inspire Advisors, LLC 0.03% New 557 $208K
Advus Financial Partners, LLC 0.06% Reduce -22.6% 557 $208K
Retirement Solution LLC 0.06% New 557 $208K
Arrow Financial Corp 0.02% No change 556 $208K
Granger Management LLC 0.03% New 551 $206K
Carson Advisory Inc. 0.14% New 551 $206K
Oak Asset Management, LLC 0.08% New 551 $206K
CJM Wealth Advisers, Ltd. 0.08% New 546 $206K
Burns J W & Co. Inc. 0.03% New 549 $205K
Tidemark, LLC 0.09% Add +15.9% 548 $205K
Stonehearth Capital Management, LLC 0.09% New 548 $205K
Teamwork Financial Advisors, LLC 0.03% New 548 $205K
Sound Income Strategies, LLC 0.01% Reduce -10.2% 547 $205K
David J Yvars Group 0.13% New 547 $205K
Corundum Group, Inc. 0.08% New 547 $205K
Ridgecrest Wealth Partners, LLC 0.12% New 543 $203K
1ST Source Bank 0.01% New 542 $203K
Core Wealth Management, Inc. 0.08% New 541 $202K
Plan Group Financial, LLC 0.12% New 540 $202K
Tortoise Investment Management, LLC 0.02% Reduce -3.4% 539 $202K
Cookson Peirce & Co. Inc. 0.01% New 537 $201K
Pennsylvania Capital Management Inc. 0.08% New 535 $200K
Spirepoint Private Client, LLC 0.03% New 535 $200K
Accent Capital Management, LLC 0.12% New 532 $199K
Jamison Private Wealth Management, Inc. 0.03% No change 520 $194K
Ransom Advisory, Ltd 0.10% Add +10.8% 515 $193K
Pacific Capital Wealth Advisors, Inc. 0.03% Reduce -56.1% 508 $190K
West Paces Advisors Inc. 0.05% Add +20.4% 501 $187K
Custom Portfolio Group LLC 0.15% No change 500 $187K
Main Street Group, LTD 0.09% Reduce -56.8% 489 $184K
Heritage Wealth Advisors 0.01% No change 485 $181K
Sachetta, LLC 0.08% Add +17.3% 503 $180K
SJS Investment Consulting Inc. 0.03% No change 467 $175K
Atwood & Palmer Inc. 0.01% No change 460 $172K
Security National Bank 0.02% No change 450 $168K
Hamilton Point Investment Advisors, LLC 0.03% No change 447 $167K
HWG Holdings LP 0.06% — 444 $166K
PrairieView Partners, LLC 0.02% Reduce -4.2% 439 $164K
Lowe Wealth Advisors, LLC 0.07% Add +4.4% 429 $160K
Maryland Capital Advisors Inc. 0.09% No change 425 $159K
Duncker Streett & Co. Inc. 0.03% No change 420 $157K
Clean Yield Group 0.06% No change 404 $151K
Richardson Capital Management LLC 0.11% Add +2.6% 398 $149K
Russell Investments Group, Ltd. 0.00% Add +609.3% 383 $143K
Bell Investment Advisors, Inc 0.03% No change 383 $143K
Bangor Savings Bank 0.01% No change 378 $141K
Redwood Wealth Management Group, LLC 0.10% New 370 $138K
Planning Capital Management Corp 0.10% New 369 $138K
C M Bidwell & Associates Ltd. 0.09% No change 351 $131K
Benjamin Edwards Inc. 0.03% Reduce -3.3% 350 $131K
First Financial Corp. 0.07% No change 348 $130K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 373 $128K
Capital Investment Counsel, Inc 0.02% Add +140.1% 341 $128K
Founders Capital Management 0.08% No change 324 $121K
Rakuten Securities, Inc. 0.05% Reduce -65.8% 319 $119K
Union Savings Bank 0.06% No change 316 $118K
Clearstead Trust, LLC 0.03% No change 314 $117K
Pin Oak Investment Advisors Inc. 0.11% Reduce -21.6% 309 $116K
Pineridge Advisors LLC 0.04% Reduce -26.2% 310 $116K
LGT Financial Advisors LLC 0.24% No change 298 $112K
Opal Wealth Advisors, LLC 0.04% Add +53.4% 293 $110K
Wolff Wiese Magana LLC 0.09% No change 287 $107K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 284 $106K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $103K
First Personal Financial Services 0.02% Add +356.7% 274 $102K
Mark Sheptoff Financial Planning, LLC 0.06% Reduce -42.3% 273 $102K
Caitlin John, LLC 0.07% No change 273 $102K
Bray Capital Advisors 0.02% No change 265 $99K
Kimelman & Baird, LLC 0.01% — 261 $98K
Howe & Rusling Inc. 0.01% Reduce -52.1% 250 $94K
Old Second National Bank of Aurora 0.02% No change 247 $92K
Kozak & Associates, Inc. 0.02% No change 233 $89K
Sittner & Nelson, LLC 0.04% Add +138.0% 238 $89K
Elevate Wealth Advisory, Inc. 0.07% No change 233 $87K
Strategic Financial Concepts, LLC 0.05% Add +40514.9% 5,542,306 $86K
Barclays PLC 0.00% No change 227 $85K
Insight Inv LLC 0.07% No change 223 $84K
Running Point Capital Advisors, LLC 0.03% No change 215 $80K
Blue Bell Private Wealth Management, LLC 0.02% No change 206 $77K
Ritter Daniher Financial Advisory LLC / DE 0.02% New 204 $76K
Godsey & Gibb, Inc. 0.01% Reduce -12.8% 204 $76K
Investors Research Corp 0.02% New 204 $76K
Wetzel Investment Advisors, Inc. 0.04% Reduce -2.2% 220 $76K
GW&K Investment Management, LLC 0.00% No change 200 $75K
Luken Investment Analytics, LLC 0.04% No change 200 $75K
Global Wealth Strategies & Associates 0.03% No change 196 $73K
Field & Main Bank 0.03% No change 195 $73K
City Holding Co. 0.01% No change 186 $70K
Riverview Trust Co 0.06% New 182 $68K
Red Lighthouse Investment Management, LLC 0.03% Reduce -7.3% 177 $66K
Brown, Lisle/Cummings, Inc. 0.02% No change 174 $65K
Grand Wealth Management, LLC 0.04% No change 170 $64K
Dunhill Financial, LLC 0.04% No change 166 $62K
Cordgrass Capital Advisors, LLC 0.02% Reduce -15.4% 165 $62K
Ameritas Investment Partners, Inc. 0.00% No change 164 $61K
Bellevue Asset Management, LLC 0.03% No change 163 $61K
Grove Bank & Trust 0.01% No change 159 $59K
Legend Financial Advisors, Inc. 0.04% Add +112.7% 151 $56K
Tradewinds Capital Management, LLC 0.02% No change 150 $56K
Briaud Financial Planning Inc 0.03% New 150 $56K
Painted Porch Advisors LLC 0.03% New 149 $56K
Morton Brown Family Wealth, LLC 0.02% No change 143 $53K
Pacific Center for Financial Services 0.01% No change 139 $52K
Avondale Wealth Management 0.03% No change 133 $50K
Monetary Management Group Inc. 0.01% Reduce -13.3% 130 $49K
Pension & Wealth Management Advisors, Inc. 0.03% No change 127 $48K
Orion Capital Management LLC 0.03% No change 127 $47K
MTM Investment Management, LLC 0.02% Reduce -81.7% 120 $45K
SYM FINANCIAL Corp 0.01% Add +37.9% 120 $45K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $43K
Tompkins Financial Corp. 0.00% Reduce -25.3% 115 $43K
Frazier Financial Advisors, LLC 0.03% New 112 $42K
TruNorth Capital Management, LLC 0.01% No change 104 $39K
Mitchell Sinkler & Starr 0.01% No change 104 $39K
Annapolis Financial Services, LLC 0.01% No change 103 $39K
Compass Wealth Management LLC 0.01% No change 103 $39K
Concord Wealth Partners 0.01% No change 102 $38K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $38K
Versant Capital Management, Inc 0.01% No change 100 $37K
Resources Management Corp. /CT/ 0.01% No change 100 $37K
Arvest Investments, Inc. 0.01% No change 98 $37K
New England Capital Financial Advisors LLC 0.02% No change 95 $36K
CarsonAllaria Wealth Management, Ltd. 0.02% New 92 $34K
Ulland Investment Advisors, LLC 0.03% No change 90 $34K
Element Wealth, LLC 0.02% No change 88 $33K
NBT Bank, N.A. 0.00% No change 88 $33K
Nemes Rush Group LLC 0.00% No change 87 $33K
Keener Financial Planning LLC 0.02% No change 83 $31K
New Millennium Group LLC 0.02% New 82 $31K
Cape Investment Advisory, Inc. 0.01% No change 80 $30K
Kiely Wealth Advisory Group, Inc. 0.02% No change 83 $29K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 70 $26K
AlphaMark Advisors, LLC 0.01% New 64 $24K
Great Lakes Retirement, Inc. 0.00% New 63 $24K
Family Manage LLC 0.00% No change 60 $22K
Cyrus J. Lawrence, LLC 0.00% No change 60 $22K
Castleview Partners, LLC 0.01% No change 58 $22K
Triad Wealth Partners, LLC 0.01% New 58 $22K
AllSquare Wealth Management LLC 0.01% No change 56 $21K
Rice Partnership, LLC 0.00% No change 51 $19K
HighMark Wealth Management LLC 0.01% New 50 $19K
Thompson Investment Management, Inc. 0.00% No change 50 $19K
Paladin Advisory Group, LLC 0.01% No change 49 $18K
Balefire, LLC 0.01% New 49 $18K
Blume Capital Management, Inc. 0.00% No change 45 $17K
Tower Research Capital LLC (TRC) 0.00% Add +40.6% 45 $17K
TCTC Holdings, LLC 0.00% No change 42 $16K
Gen-Wealth Partners Inc 0.01% No change 38 $14K
PFC Capital Group, Inc. 0.01% No change 36 $13K
Creative Capital Management Investments LLC 0.01% New 32 $12K
Peachtree Investment Partners, LLC 0.00% No change 32 $12K
Central Pacific Bank - Trust Division 0.00% No change 31 $12K
Van Den Berg Management I, Inc. 0.00% No change 29 $11K
Chesapeake Asset Management LLC 0.01% No change 25 $9K
Morris Financial Concepts, Inc. 0.00% No change 25 $9K
Cypress Capital, LLC 0.00% New 25 $9K
Transcendent Capital Group LLC 0.01% No change 24 $9K
DecisionPoint Financial, LLC 0.00% No change 23 $8K
Peoples Bank 0.01% No change 22 $8K
Raffa Wealth Management, LLC 0.00% Reduce -26.7% 22 $8K
Anfield Capital Management, LLC 0.00% Reduce -25.0% 21 $8K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 18 $7K
SIMA Wealth Partners, LLC 0.01% — 17 $6K
Rosenberg Matthew Hamilton 0.00% No change 17 $6K
Front Row Advisors LLC 0.00% No change 17 $6K
ARK Investment Management 0.00% Reduce -97.3% 16 $6K
PSI Advisors, LLC 0.00% Add +6.7% 16 $6K
Dogwood Wealth Management LLC 0.00% New 15 $6K
Byrne Asset Management LLC 0.00% No change 10 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 9 $3K
Arlington Trust Co LLC 0.00% No change 9 $3K
Macroview Investment Management LLC 0.00% Reduce -98.0% 8 $3K
JFS Wealth Advisors, LLC 0.00% New 7 $3K
Global Trust Asset Management, LLC 0.00% No change 7 $3K
Family Asset Management, LLC 0.00% No change 6 $2K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
Federation des caisses Desjardins du Quebec 0.00% No change 5 $2K
RFP Financial Group LLC 0.00% No change 3 $1K
POM Investment Strategies, LLC 0.00% No change 1 $374
Christopher J. Hasenberg, Inc 0.00% No change 1 $374
Roble, Belko & Company, Inc 0.00% New 1 $0

"% 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.