Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q3 2024 (September 30)
2,226holders +66
117new positions
62sold out
7famous investors
$381.34avg. 13F price*

At the end of Q3 2024, 2,226 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 66 from Q2 2024. 117 opened new positions and 62 sold out. The largest holders were Bank of America Corp. ($16.8B), Jones Financial Companies LLLP ($8.9B) and Morgan Stanley ($5.3B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions117$511.6M
Exits62$180.6M

All 13F filers, Q2 2024 → Q3 2024: 8,660,693 shares bought and 9,853,054 shares sold, net −1,192,361 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,226 holders

Bank of America Corp. 1.47% Add +1.5% 43,773,367 $16.8B
Jones Financial Companies LLLP 9.08% Add +0.8% 23,148,042 $8.9B
Morgan Stanley 0.38% Add +1.5% 13,809,055 $5.3B
Envestnet Asset Management Inc. 1.03% Reduce -0.9% 8,274,945 $3.2B
Financial Engines Advisors L.L.C. 6.47% Reduce -6.1% 8,076,743 $3.1B
Axiom Advisory, LLC 25.20% Add +9.3% 7,251,690 $2.7B
UBS Group AG 0.62% Add +3.0% 5,791,023 $2.2B
LPL Financial LLC 0.85% Add +0.9% 4,986,268 $1.9B
Tiaa Trust, National Association 4.22% Add +3.1% 3,690,169 $1.4B
Ameriprise Financial Inc. 0.35% Add +2.6% 3,515,713 $1.3B
Wells Fargo & Company 0.32% Add +0.9% 3,463,992 $1.3B
EP Wealth Advisors, LLC 10.48% Add +6.5% 3,176,728 $1.2B
FMR LLC 0.07% Reduce -1.1% 2,865,153 $1.1B
Mill Creek Capital Advisors, LLC 24.83% Add +0.8% 2,685,044 $1.0B
Rwa Wealth Partners, LLC 12.42% Reduce -0.7% 2,592,688 $995.4M
PNC Financial Services Group, Inc. 0.57% Reduce -0.4% 2,345,281 $900.4M
Bank of New York Mellon Corp 0.14% Reduce -3.1% 1,963,349 $753.8M
Royal Bank of Canada 0.16% Reduce -0.1% 1,920,279 $737.3M
Commonwealth Equity Services, LLC 1.08% Add +0.8% 1,847,310 $709.2M
D.A. Davidson & Co. 5.56% Add +0.2% 1,751,348 $672.4M
Balentine LLC 26.21% Add +0.8% 1,733,164 $665.4M
JPMorgan Chase & Co. 0.05% Add +11.9% 1,680,340 $645.1M
Mariner, LLC 1.11% Add +4.4% 1,632,338 $626.7M
Northwestern Mutual Wealth Management Co. 0.55% Add +0.6% 1,613,392 $619.4M
Sei Investments Co. 0.78% Reduce -0.3% 1,564,007 $600.5M
Goldman Sachs Group Inc. 0.11% Reduce -1.1% 1,496,405 $574.5M
Raymond James Financial Services Advisors, Inc. 0.75% Add +7.9% 1,467,952 $563.6M
HighTower Advisors, LLC 0.79% Reduce -1.0% 1,401,370 $538.0M
Performance Wealth Partners, LLC 16.91% Add +1.1% 1,279,020 $491.1M
Provida Pension Fund Administrator 10.46% Add +37.5% 1,249,614 $480.0M
Captrust Financial Advisors 1.37% Add +26.5% 1,231,708 $462.1M
Modera Wealth Management, LLC 5.53% Add +3.6% 1,132,101 $434.6M
Cetera Investment Advisers 0.89% Add +1.8% 1,058,399 $406.4M
Choreo, LLC 5.80% Add +1.9% 1,056,838 $395.5M
Truist Financial Corp. 0.61% Add +2.5% 1,016,447 $390.2M
Mission Wealth Management, LP 9.59% Add +1.6% 1,009,915 $387.7M
Charles Schwab Investment Management Inc. 0.07% Reduce -4.7% 909,099 $349.0M
Signature Estate & Investment Advisors LLC 7.95% Add +24.9% 897,478 $344.6M
Raymond James & Associates 0.20% Reduce -11.0% 843,616 $323.9M
CBIZ Investment Advisory Services, LLC 16.79% Reduce -2.0% 842,060 $323.3M
Osaic Holdings, Inc. 0.69% Reduce -6.6% 795,799 $305.7M
Equitable Holdings, Inc. 2.96% Add +3.0% 795,706 $305.5M
Sanctuary Advisors, LLC 1.90% Add +2.9% 743,348 $300.3M
MML Investors Services, LLC 1.07% Add +1.8% 767,338 $294.6M
Northeast Financial Consultants Inc 12.83% Reduce -0.0% 764,366 $293.5M
Moneta Group Investment Advisors LLC 4.23% Add +4.0% 758,597 $291.2M
Corient Private Wealth LP 0.45% Add +16.2% 744,127 $285.7M
Stifel Financial Corp. 0.28% Add +0.6% 699,202 $268.5M
Waverly Advisors, LLC 4.35% Reduce -0.7% 614,221 $235.8M
Cullen/Frost Bankers, Inc. 3.05% Add +0.8% 582,689 $223.7M
Avantax Advisory Services, Inc. 1.44% Add +14.0% 571,195 $219.3M
Mather Group, Llc. 2.81% Reduce -4.0% 570,732 $219.1M
Wealth Enhancement Advisory Services, LLC 0.44% Add +1.1% 534,897 $205.4M
Focus Partners Wealth 0.65% Add +215.5% 533,235 $204.6M
United Capital Financial Advisors, LLC 1.68% Reduce -0.2% 530,975 $203.9M
Merit Financial Group, LLC 4.55% Reduce -15.6% 530,163 $203.5M
Assetmark, Inc. 0.58% Reduce -0.6% 527,696 $202.6M
Retirement Investment Advisors, Inc. 20.69% Add +1.6% 493,350 $189.4M
Garde Capital, Inc. 12.23% Reduce -0.8% 484,472 $186.0M
Waldron Private Wealth LLC 7.49% Add +4.7% 469,740 $180.3M
Citigroup Inc. 0.17% Add +16.6% 468,353 $179.8M
Cambridge Investment Research Advisors, Inc. 0.59% Add +0.0% 451,981 $173.5M
Cwm, LLC 0.70% Reduce -1.4% 426,128 $163.6M
Two Sigma Investments, LP 0.38% Add +4.7% 421,600 $161.9M
Truepoint, Inc. 4.34% Reduce -2.5% 421,089 $161.7M
Kestra Advisory Services, LLC 0.88% Reduce -8.4% 414,244 $159.0M
Private Advisor Group, LLC 0.98% Add +0.4% 411,467 $158.0M
Woodmont Investment Counsel LLC 11.69% Add +2.1% 404,612 $155.3M
Brookstone Capital Management 2.23% Reduce -1.0% 394,568 $151.5M
NewEdge Advisors, LLC 0.98% Add +5.4% 393,777 $151.2M
Invictus Private Wealth, LLC 11.80% Add +1.2% 388,206 $149.0M
BOK Financial Private Wealth, Inc. 10.72% Add +6.8% 385,802 $148.1M
Smith Anglin Financial, LLC 13.36% Add +49394.9% 361,313 $138.7M
Envestnet Portfolio Solutions, Inc. 0.44% Reduce -1.2% 352,521 $135.3M
Wealthspire Advisors, LLC 1.35% Add +7.2% 345,725 $132.7M
Beacon Pointe Advisors, LLC 1.46% Add +1.9% 330,238 $126.8M
Bank of Hawaii 5.19% Reduce -2.7% 323,456 $124.2M
Avior Wealth Management, LLC 4.94% Add +2.3% 323,397 $124.1M
US Bancorp \de 0.16% Reduce -0.4% 322,435 $123.8M
Rezny Wealth Management, Inc. 31.04% Add +0.7% 320,774 $123.2M
Baird Financial Group, Inc. 0.24% Add +12.2% 320,648 $123.1M
Stephens Group Asset Management, LLC 10.29% Reduce -6.5% 320,641 $123.1M
Coldstream Capital Management Inc. 2.63% Reduce -1.3% 317,389 $121.9M
Howard Capital Management, LLC 1.98% Add +941.1% 314,081 $120.6M
Safeguard Financial, LLC 27.62% Add +7.7% 305,291 $117.2M
Mosaic Family Wealth Partners, LLC 17.11% Add +9.5% 300,066 $115.2M
Strategies Wealth Advisors, LLC 14.92% Reduce -3.9% 290,429 $111.5M
Mountain Capital Investment Advisors Inc. 24.33% Add +13.6% 271,348 $110.9M
Simon Quick Advisors, LLC 6.90% Add +2.1% 284,504 $109.2M
Cornerstone Management, Inc. 22.55% Reduce -1.0% 281,452 $108.1M
Mercer Global Advisors Inc. 0.25% Reduce -1.1% 285,030 $108.0M
Atria Wealth Solutions, Inc. 1.15% Reduce -10.9% 274,365 $105.3M
Creative Planning 0.10% Add +1.4% 271,283 $104.2M
Sumitomo Mitsui DS Asset Management Company, Ltd 1.11% No change 269,713 $103.6M
Manufacturers Life Insurance Company, The 0.09% Reduce -6.1% 261,709 $100.5M
CENTRAL TRUST Co 2.33% Reduce -3.7% 258,940 $99.4M
Alliancebernstein L.P. 0.03% Reduce -2.4% 253,552 $97.3M
Trust Co of Tennessee 32.40% Reduce -1.2% 253,037 $97.1M
Financial Synergies Wealth Advisors, Inc. 11.91% Add +1.3% 249,888 $95.9M
Orion Porfolio Solutions, LLC 0.95% Reduce -5.1% 247,715 $95.1M
Orion Portfolio Solutions, LLC 0.95% Reduce -5.1% 247,715 $95.1M
Rockefeller Capital Management L.P. 0.25% Reduce -0.6% 243,447 $93.5M
White Lighthouse Investment Management Inc. 16.20% Reduce -0.1% 235,332 $90.3M
Martel Wealth Advisors LLC 18.27% Reduce -2.9% 233,026 $89.3M
Fifth Third Bancorp 0.32% Reduce -1.9% 231,369 $88.8M
Relyea Zuckerberg Hanson LLC 13.50% Add +3.2% 231,013 $88.7M
Venturi Wealth Management, LLC 4.59% Reduce -35.0% 228,524 $87.7M
Bessemer Group Inc. 0.14% Add +1.4% 228,504 $87.7M
Brandywine Oak Private Wealth LLC 8.47% Add +2.0% 227,847 $87.5M
Summit Financial, LLC 3.37% Reduce -6.2% 223,916 $86.0M
Vista Capital Partners, Inc. 9.93% Reduce -3.3% 223,608 $85.8M
Glenmede Trust Co. NA 0.41% Reduce -1.5% 221,896 $85.2M
Pathstone Holdings, LLC 0.38% Reduce -0.3% 220,542 $84.7M
Cerity Partners LLC 0.18% Add +5.3% 216,833 $83.2M
Betterment LLC 0.20% Add +7.5% 216,718 $83.2M
CSM Advisors, LLC 5.34% Add +0.5% 212,687 $81.7M
Steward Partners Investment Advisory, LLC 0.75% Add +1.9% 210,553 $80.8M
Permanens Capital L.P. 16.28% Reduce -48.2% 208,790 $80.2M
RMR Wealth Builders 8.45% Add +4.0% 207,605 $79.7M
NSI Retail Advisors, LLC 11.82% No change 206,787 $79.4M
Becker Capital Management Inc. 2.53% Add +1.9% 202,806 $77.9M
Corrigan Financial, Inc. 17.56% Add +0.0% 199,418 $76.6M
B. Riley Wealth Advisors, Inc. 2.13% Reduce -8.9% 200,293 $76.5M
CreativeOne Wealth, LLC 2.52% Add +7.5% 193,076 $74.1M
HCR Wealth Advisors 9.70% Add +0.9% 192,985 $74.1M
Blair William & Co. 0.22% Reduce -0.5% 192,550 $73.9M
Cable Hill Partners, LLC 7.21% Reduce -4.8% 190,865 $73.3M
Campbell Wealth Management 6.50% New 190,110 $73.0M
Natixis Advisors, LLC 0.14% Add +11.4% 184,472 $70.8M
Atria Investments, Inc 0.87% Reduce -7.5% 181,524 $69.7M
Cresset Asset Management, LLC 0.26% Add +3.2% 176,680 $67.8M
Trust Co 8.06% Reduce -8.3% 174,522 $67.0M
HTLF Bank 7.25% Reduce -4.1% 173,979 $66.8M
Two Sigma Advisers, LP 0.16% Reduce -42.3% 172,800 $66.3M
Crane Advisory, LLC 11.98% Add +4.0% 172,037 $66.3M
Jentner Corp 20.13% Reduce -2.1% 171,262 $65.8M
Hirtle & Co., LLC 3.09% Reduce -3.6% 170,158 $65.3M
Allworth Financial LP 0.40% Add +1.3% 169,085 $64.9M
Signaturefd, LLC 1.22% Add +2.3% 166,961 $64.1M
Janney Montgomery Scott LLC 0.18% Reduce -1.6% 166,237 $63.8M
Pasadena Private Wealth, LLC 13.29% Reduce -4.9% 162,666 $62.5M
Sequoia Financial Advisors, LLC 0.67% Add +4.2% 161,438 $62.0M
Sage Financial Group Inc. 5.05% Reduce -4.9% 160,865 $61.8M
Nadler Financial Group, Inc. 6.78% Reduce -0.2% 160,090 $61.5M
EverSource Wealth Advisors, LLC 3.89% Add +4.7% 159,736 $61.3M
Northern Trust Corp. 0.01% Add +4.1% 159,157 $61.1M
Venture Visionary Partners LLC 2.70% Add +4.4% 158,528 $60.9M
Veltria Advisors Corp. 23.86% No change 157,561 $60.5M
Blue Edge Capital, LLC 9.40% Reduce -2.5% 157,109 $60.3M
Destination Wealth Management 1.87% Reduce -1.1% 156,777 $60.2M
Cambridge Associates LLC /Ma/ 2.23% No change 155,193 $59.6M
Vanguard Group Inc. 0.00% Add +20.9% 153,667 $59.0M
McIlrath & Eck, LLC 7.59% Add +3.0% 153,538 $58.9M
Pinnacle Financial Partners Inc 1.17% Add +1.4% 152,206 $58.4M
Chicago Partners Investment Group LLC 2.08% Add +1.4% 150,117 $58.3M
Florida Trust Wealth Management Co 1.84% Reduce -0.4% 149,820 $57.5M
NorthCoast Asset Management LLC 0.40% Add +1141.9% 158,438 $57.4M
Comerica Bank 0.23% Add +1.7% 149,435 $57.4M
Stevens Capital Partners 26.98% Add +2.5% 147,149 $56.5M
Partners in Financial Planning 11.24% Reduce -1.1% 145,090 $55.7M
Clark Asset Management, LLC 11.96% Add +22.2% 144,988 $55.7M
Kestra Private Wealth Services, LLC 1.02% Add +14.5% 144,545 $55.5M
Total Wealth Planning, LLC 8.47% Add +2.8% 141,449 $54.3M
Condor Capital Management 4.88% Add +0.8% 141,386 $54.3M
Cahill Financial Advisors Inc. 7.41% Add +10.1% 141,137 $54.2M
Peninsula Wealth, LLC 9.42% Reduce -2.1% 138,535 $53.9M
Strata Wealth Advisors, LLC 16.80% Reduce -1.3% 136,110 $52.3M
Strategic Investment Advisors / MI 5.63% Add +3.0% 133,792 $51.4M
Presilium Private Wealth, LLC 11.59% Add +4.9% 131,090 $50.3M
Systematic Alpha Investments, LLC 1.83% No change 130,672 $50.2M
One Day In July LLC 5.63% Add +9.5% 130,395 $50.1M
Affinity Capital Advisors, LLC 9.68% Add +6.1% 130,169 $50.0M
Inspirion Wealth Advisors, LLC 6.94% Add +0.5% 129,192 $49.6M
Stephens Inc. 0.70% Add +6.3% 128,504 $49.3M
Silvercrest Asset Management Group LLC 0.33% Reduce -6.5% 128,075 $49.2M
Magnus Financial Group LLC 5.01% Add +6.6% 127,744 $49.0M
Kensington Asset Management, LLC 2.69% New 127,900 $49.0M
Cary Street Partners Investment Advisory LLC 1.77% Add +0.8% 146,774 $48.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.31% Reduce -1.5% 125,630 $48.2M
Trustmark Bank Trust Department 3.63% Add +2.3% 125,151 $48.0M
Pathway Financial Advisors LLC 11.97% Add +0.7% 121,534 $46.7M
Principle Wealth Partners LLC 3.31% Reduce -0.7% 121,492 $46.6M
IFP Advisors, Inc 1.66% Add +17.5% 119,912 $46.0M
Strategic Blueprint, LLC 2.86% Reduce 0.0% 119,420 $45.8M
TL Private Wealth 20.45% Reduce -0.5% 120,541 $45.7M
Bank of Montreal 0.02% Reduce -2.8% 119,456 $45.7M
CFS Investment Advisory Services, LLC 3.78% Reduce -52.3% 117,078 $45.0M
First Horizon Advisors, Inc. 1.25% Add +3.0% 117,056 $44.9M
Brickley Wealth Management 9.09% Reduce -0.1% 116,001 $44.5M
Bokf, NA 0.79% Add +4.4% 117,440 $44.5M
Connecticut Wealth Management, LLC 2.15% Reduce -0.1% 115,472 $44.3M
Advisory Services Network, LLC 0.91% No change 118,172 $44.2M
Fee-Only Financial Planning, L.C. 28.29% Reduce -3.2% 115,025 $44.2M
Private Portfolio Partners LLC 8.19% New 113,834 $43.7M
MBM Wealth Consultants, LLC 13.72% Add +1.0% 113,317 $43.5M
Strategic Investment Solutions, Inc. 13.04% Add +1.1% 113,224 $43.5M
Chaney Capital Management, Inc. 24.19% Add +12.0% 112,275 $43.1M
One Capital Management, LLC 1.34% Reduce -0.2% 109,463 $42.0M
DAVENPORT & Co LLC 0.25% Add +4.5% 109,114 $41.9M
American Investment Services, Inc. 6.91% Add +4.5% 107,693 $41.3M
Grey Fox Wealth Advisors, LLC 11.45% Add +16.7% 109,836 $41.1M
Archford Capital Strategies, LLC 6.19% Add +3.5% 104,747 $41.1M
M&T Bank Corp 0.13% Add +55.0% 106,805 $41.0M
Gleason Group, Inc. 7.43% Add +0.8% 105,608 $40.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.43% Add +16.1% 104,920 $40.3M
First Pacific Financial 9.41% Reduce -0.7% 104,791 $40.2M
SP Asset Management LLC 3.33% Add +0.1% 104,513 $40.1M
Townsquare Capital LLC 0.47% Add +4.5% 102,881 $39.5M
Acorn Financial Advisory Services Inc. 6.93% Reduce -1.6% 101,967 $39.1M
Penserra Capital Management LLC 0.84% Reduce -22.7% 101,403 $38.9M
Jacobsen Capital Management 16.17% Reduce -1.4% 100,078 $38.4M
Summit Financial Wealth Advisors, LLC 7.18% Reduce -0.9% 99,764 $38.3M
Certified Advisory Corp 4.20% Add +0.3% 98,644 $37.9M
Scott Capital Advisors, LLC 10.73% Reduce -0.5% 98,527 $37.8M
Global Strategic Investment Solutions, LLC 4.42% Reduce -0.2% 98,404 $37.8M
Wolff Financial Management LLC 10.22% New 97,980 $37.6M
Arax Advisory Partners 3.35% Reduce -4.3% 97,783 $37.5M
Benchmark Wealth Management, LLC 18.47% Reduce -3.2% 97,395 $37.4M
Golden Road Advisors LLC 28.98% Reduce -0.9% 96,383 $37.0M
Bishop & Co Investment Management, LLC 14.05% New 96,105 $36.9M
Cornerstone Wealth Advisors, Inc. 10.12% Add +0.7% 94,789 $36.4M
Nwam LLC 2.22% New 94,708 $36.4M
Exencial Wealth Advisors, LLC 1.31% Add +1.2% 94,630 $36.3M
Old Mission Investment Co LLC 10.98% Reduce -0.2% 93,110 $35.7M
PFG Advisors 2.25% Reduce -2.6% 93,064 $35.7M
Legacies Wealth LLC 28.18% Add +3.9% 92,395 $35.5M
MAI Capital Management 0.34% Reduce -5.4% 91,636 $35.2M
Ieq Capital, LLC 0.43% Add +1.1% 91,443 $35.1M
Thrivent Financial for Lutherans 0.07% Add +38.2% 91,283 $35.0M
Franklin Resources Inc. 0.01% Reduce -1.6% 86,258 $33.8M
GenWealth Group, Inc. 7.75% Reduce -1.1% 87,764 $33.7M
Duncan Williams Asset Management, LLC 18.08% Add +14.6% 85,472 $32.8M
Stratos Wealth Advisors, LLC 1.50% Add +23.6% 84,880 $32.6M
Mainsail Asset Management, LLC 23.76% Add +0.3% 83,487 $32.1M
LVW Advisors, LLC 4.09% Reduce -0.7% 83,220 $32.0M
Beacon Capital Management, LLC 4.51% Add +4.3% 82,708 $31.8M
Schechter Investment Advisors, LLC 2.30% Reduce -0.7% 81,282 $31.2M
Evergreen Capital Management LLC 1.05% Reduce -4.1% 81,195 $31.2M
TD Capital Management LLC 3.12% Reduce -0.4% 81,041 $31.1M
Berkshire Money Management, Inc. 3.50% Add +1.9% 79,701 $30.6M
Financial Planning & Information Services, Inc. 4.21% Add +9.1% 79,650 $30.6M
TD Private Client Wealth LLC 0.87% Reduce -1.7% 79,135 $30.4M
Wealthspan Partners, LLC 14.99% Add +2.1% 79,111 $30.4M
GoalVest Advisory LLC 8.63% Add +4.4% 78,152 $30.0M
Aire Advisors, LLC 6.60% Reduce -2.5% 77,696 $29.8M
Anderson Hoagland & Co. 3.04% Reduce -2.0% 77,678 $29.8M
Legacy Financial Group, Inc. 10.04% Add +4.5% 77,120 $29.5M
&partners 0.57% Add +135.7% 76,647 $29.4M
Tritonpoint Wealth, LLC 2.68% Add +14.8% 76,768 $29.3M
Mgo One Seven LLC 1.27% Add +20.8% 76,380 $29.3M
R. W. Roge & Company, Inc. 15.63% Add +0.3% 76,207 $29.3M
Sandbox Financial Partners, LLC 10.28% Add +3.1% 75,635 $29.0M
Tobias Financial Advisors, Inc. 5.81% Add +1.9% 75,503 $29.0M
DeDora Capital, Inc. 7.99% Reduce -0.4% 74,469 $28.6M
Blankinship & Foster, LLC 6.98% Reduce -2.0% 74,370 $28.6M
Concurrent Investment Advisors, LLC 0.85% Add +32.0% 74,269 $28.5M
AE Wealth Management LLC 0.26% Reduce -6.3% 73,873 $28.4M
JNBA Financial Advisors 2.85% Add +2.2% 73,654 $28.3M
Destiny Wealth Partners, LLC 4.96% Reduce -1.0% 73,646 $28.3M
Robertson Stephens Wealth Management, LLC 1.04% Reduce -12.6% 73,573 $28.2M
Wealthfront Advisers LLC 0.09% Add +13.4% 73,136 $28.1M
Trek Financial, LLC 2.07% Reduce -35.8% 72,185 $27.7M
Alpine Bank Wealth Management 4.41% — 71,893 $27.6M
Ellis Investment Partners, LLC 5.32% Add +0.8% 71,115 $27.3M
Parker Financial LLC 13.68% Reduce -6.3% 70,927 $27.3M
Whitegate Investment Counselors, Inc. 7.18% Reduce -0.5% 70,506 $27.1M
Financial Advisory Partners, LLC 8.98% Add +2.1% 70,422 $27.0M
Fifth Third Securities, Inc. 2.55% Reduce -2.0% 70,212 $27.0M
CoreCap Advisors, LLC 1.26% New 69,604 $26.7M
Stratos Investment Management, LLC 1.86% Add +15.3% 69,557 $26.7M
Cambridge Capital Management, LLC 17.57% Add +0.7% 69,548 $26.7M
Newton One Investments LLC 10.65% Add +23.4% 69,214 $26.6M
Cassady Schiller Wealth Management, LLC 9.72% Add +29.1% 69,200 $26.6M
Evolution Advisers, Inc. 14.46% Reduce -1.9% 69,175 $26.6M
Great Valley Advisor Group, Inc. 0.65% Add +2.6% 68,912 $26.5M
Foundations Investment Advisors, LLC 0.55% Reduce -14.5% 68,720 $26.4M
J.W. Cole Advisors, Inc. 1.09% Add +3.8% 67,964 $26.1M
Capital Wealth Management, LLC 11.12% Reduce -3.8% 67,587 $25.9M
Brown Advisory Inc. 0.03% Add +2.1% 67,340 $25.9M
Rise Advisors, LLC 12.39% Add +5.8% 67,339 $25.9M
Acorn Creek Capital LLC 13.68% Add +2.2% 67,206 $25.8M
Hill Island Financial LLC 7.78% Add +0.6% 66,991 $25.7M
Vantagepoint Investment Advisers LLC 3.30% Reduce -30.1% 66,990 $25.7M
Towerpoint Wealth, LLC 12.13% Reduce -1.9% 66,660 $25.6M
Creative Financial Designs Inc. 2.14% Add +7.1% 66,169 $25.4M
Warner Financial, Inc. 11.22% Add +1.3% 65,896 $25.3M
Mitchell McLeod Pugh & Williams Inc. 5.24% Add +5.3% 65,412 $25.1M
Synovus Financial Corp. 0.29% Add +98.9% 65,265 $25.1M
Procyon Advisors, LLC 1.72% Add +0.2% 65,014 $25.0M
HB Wealth Management, LLC 0.27% Reduce -2.2% 64,983 $24.9M
Cannon Financial Strategists, Inc. 4.36% Reduce -0.7% 64,919 $24.9M
Arcadia Wealth Management, LLC 13.10% Add +7.7% 64,801 $24.9M
EMC Capital Management 16.29% Add +194.3% 47,445 $24.8M
Lake Street Private Wealth, LLC 3.99% Reduce -0.9% 64,377 $24.7M
Websterrogers Financial Advisors, LLC 8.64% Add +0.1% 64,296 $24.7M
FWG Holdings, LLC 12.20% Add +3.1% 62,463 $24.6M
Dakota Wealth Management 0.55% Reduce -20.0% 63,789 $24.5M
Joel Isaacson & Co., LLC 1.16% Add +7.2% 63,147 $24.2M
Everett Harris & Co. 0.30% Add +5.0% 63,124 $24.2M
Beaumont Financial Advisors, LLC 1.89% Reduce -1.2% 62,920 $24.2M
Waypoint Capital Advisors, LLC 5.14% Add +7.5% 62,881 $24.1M
Harbour Investments, Inc. 0.73% Add +35.4% 62,794 $24.1M
Brown Wealth Management, LLC 8.61% Add +5.1% 62,176 $23.9M
Hiley Hunt Wealth Management 13.67% Reduce -0.7% 62,164 $23.9M
Forvis Mazars Wealth Advisors, LLC 0.54% Reduce -0.6% 60,910 $23.4M
Bragg Financial Advisors, Inc 0.96% Add +3.5% 60,466 $23.2M
Taylor Financial Group, Inc. 15.99% Reduce -0.5% 60,262 $23.1M
Stephen J. Garry & Associates, LLC 21.94% Add +2.1% 60,127 $23.1M
Clayton Financial Group LLC 8.62% Reduce -4.7% 59,991 $23.0M
Advisors Capital Management, LLC 0.37% Reduce -13.8% 59,356 $22.8M
Waterford Advisors, LLC 11.57% Reduce -0.6% 59,098 $22.7M
Perigon Wealth Management, LLC 0.61% Add +24.3% 58,897 $22.6M
OneDigital Investment Advisors LLC 0.26% Reduce -2.0% 58,764 $22.6M
Integrated Wealth Concepts LLC 0.27% Add +1.6% 58,750 $22.6M
Members Trust Co 0.73% Add +0.7% 58,615 $22.5M
Commerce Bank 0.14% Add +9.1% 58,179 $22.3M
Sovereign Financial Group, Inc. 5.22% Add +1.1% 58,140 $22.3M
Dynasty Wealth Management, LLC 0.67% New 419,106 $22.2M
Retirement Planning Group, LLC 1.21% Add +18.7% 57,672 $22.1M
Moneco Advisors, LLC 2.75% Reduce -0.5% 57,542 $22.1M
Tilson Financial Group, Inc. 9.48% New 56,969 $21.9M
Marino, Stram & Associates LLC 4.87% Add +2.7% 56,837 $21.8M
Aspire Private Capital, LLC 5.14% Add +1.0% 56,211 $21.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +20.9% 56,000 $21.4M
Francis Financial, Inc. 5.64% Add +11.2% 55,566 $21.3M
Meridian Wealth Management, LLC 1.05% New 55,585 $21.3M
Global Retirement Partners, LLC 0.64% Reduce -3.7% 55,539 $21.3M
Associated Banc-Corp 0.62% Add +5.2% 55,262 $21.2M
VestGen Investment Management 5.92% Reduce -5.3% 55,033 $21.1M
Marmo Financial Group, LLC 11.19% New 54,655 $21.0M
Oppenheimer & Co. Inc. 0.32% Reduce -0.5% 54,461 $20.9M
Cary Street Partners Asset Management LLC 2.75% Reduce -2.7% 54,364 $20.9M
Regent Peak Wealth Advisors LLC 4.77% Add +0.7% 54,154 $20.8M
Mesirow Financial Investment Management, Inc. 0.40% Reduce -25.8% 53,345 $20.5M
Bay Harbor Wealth Management, LLC 6.69% Reduce -8.2% 53,312 $20.5M
Market Street Wealth Management Advisors LLC 3.32% Reduce -0.9% 52,612 $20.2M
First Heartland Consultants, Inc. 2.16% Reduce -0.0% 52,259 $20.1M
Noble Family Wealth, LLC 5.37% Reduce -8.8% 52,031 $20.0M
Prospera Financial Services Inc 0.51% Reduce -7.5% 51,908 $19.9M
Etfidea, LLC 6.29% Reduce -0.3% 51,796 $19.9M
Veery Capital, LLC 7.42% Reduce -0.9% 51,500 $19.8M
Gray Wealth Management Inc. 7.77% Add +4.3% 51,245 $19.7M
Allspring Global Investments Holdings, LLC 0.03% No change 50,756 $19.5M
Kohmann Bosshard Financial Services, LLC 2.42% Reduce -0.9% 50,669 $19.5M
Platte River Wealth Advisors, LLC 5.21% Add +3.8% 50,534 $19.4M
Beacon Financial Group 2.10% Add +7.0% 50,103 $19.2M
B&D White Capital Company, LLC 3.31% Add +110.2% 49,975 $19.2M
Cutler Investment Counsel LLC 2.42% Add +7.8% 49,933 $19.2M
Regal Investment Advisors LLC 1.34% Add +3.2% 49,795 $19.1M
Signet Financial Management, LLC 2.42% Reduce -0.1% 49,475 $19.0M
Yeomans Consulting Group, Inc. 7.06% Reduce -9.7% 49,209 $18.9M
Heartwood Wealth Advisors LLC 2.08% Add +0.4% 49,003 $18.8M
Tenret Co LLC 11.79% Add +0.5% 48,806 $18.7M
Baron Silver Stevens Financial Advisors, LLC 3.26% Add +4.0% 48,667 $18.7M
Prime Capital Investment Advisors, LLC 0.26% Reduce -2.8% 48,320 $18.6M
Neuberger Berman Group LLC 0.01% Reduce -3.1% 48,253 $18.5M
Legacy Edge Advisors, LLC 2.90% Add +0.4% 47,244 $18.1M
Milestone Investment Advisors LLC 5.07% Reduce -1.0% 47,117 $18.1M
Karpus Management, Inc. 0.50% Add +144.4% 47,056 $18.1M
Spreng Capital Management, Inc. 8.62% Add +271.6% 46,959 $18.0M
Investment Advisory Group, LLC 6.25% Add +3.7% 46,936 $18.0M
Manchester Capital Management LLC 2.10% Add +0.0% 46,740 $17.9M
Black Diamond Financial, LLC 3.04% Reduce -1.0% 46,705 $17.9M
IVC Wealth Advisors LLC 9.76% Reduce -2.2% 46,467 $17.8M
Onyx Bridge Wealth Group LLC 2.69% Add +10.5% 46,416 $17.8M
Prosperity Planning, Inc. 7.76% Reduce -0.1% 45,438 $17.4M
Wealth Alliance Advisory Group, LLC 3.66% Add +0.0% 45,378 $17.4M
Robinswood Financial LLC 6.35% Add +3.6% 44,505 $17.1M
Financial Insights, Inc. 5.51% Reduce -9.3% 44,064 $16.9M
Advantage Trust Co 11.45% Reduce -0.8% 43,917 $16.9M
Wellington Management Group LLP 0.00% Add +220.0% 43,883 $16.8M
Guardian Capital Advisors LP 1.66% Add +3.1% 44,450 $16.8M
Dominguez Wealth Management Solutions, Inc. 12.12% Reduce -4.2% 43,616 $16.7M
RFG Advisory, LLC 0.51% Reduce -16.8% 43,598 $16.7M
Dagco, Inc. 6.87% Reduce -0.1% 43,591 $16.7M
Financial Advocates Investment Management 0.95% Reduce -5.5% 43,702 $16.7M
GenTrust, LLC 0.82% Add +22.4% 43,559 $16.7M
Mutual Advisors, LLC 0.49% Reduce -21.9% 42,442 $16.6M
IAG Wealth Partners, LLC 3.06% Reduce -6.4% 43,173 $16.6M
Leeward Financial Partners, LLC 6.24% Add +1.9% 43,103 $16.5M
BTC Capital Management, Inc. 1.46% Reduce -0.8% 42,837 $16.4M
Salomon & Ludwin, LLC 1.66% Reduce -5.0% 42,474 $16.3M
CIBC Private Wealth Group LLC 0.03% Add +1.2% 42,435 $16.3M
Pinion Investment Advisors, LLC 6.82% Add +8.2% 42,408 $16.3M
Sowell Financial Services LLC 0.74% Reduce -11.8% 41,514 $15.9M
Lokken Investment Group LLC 6.58% Add +3.2% 41,115 $15.8M
Silicon Valley Capital Partners 2.05% Reduce -7.8% 41,025 $15.8M
Kennicott Capital Management LLC 5.97% Add +0.3% 40,564 $15.6M
Topel & Distasi Wealth Management, LLC 6.45% Reduce -0.2% 40,555 $15.6M
Gill Capital Partners, LLC 5.56% Add +3.7% 40,476 $15.5M
Quotient Wealth Partners, LLC 0.51% Reduce -3.3% 40,293 $15.5M
AdvisorNet Financial, Inc 1.15% Add +9.2% 40,231 $15.4M
Planning Alternatives Ltd. 2.34% Reduce -1.1% 40,045 $15.4M
O'Brien Wealth Partners LLC 3.01% Add +26.9% 39,999 $15.4M
Roof Eidam Maycock Peralta, LLC 3.90% Reduce -17.1% 39,895 $15.3M
Cedrus LLC 5.67% Add +8.3% 39,833 $15.3M
Royal Fund Management, LLC 1.08% New 39,768 $15.3M
Impact Partnership Wealth, LLC 3.44% Add +43.8% 39,744 $15.3M
Keeler & Nadler Financial Planning & Wealth Management 7.39% Add +0.1% 39,516 $15.2M
Cyndeo Wealth Partners, LLC 1.05% Add +21.6% 39,013 $15.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.26% Reduce -8.2% 38,813 $14.9M
Werba Rubin Papier Wealth Management 3.50% Add +2.9% 38,809 $14.9M
FC Advisory LLC 5.00% Reduce -2.2% 38,730 $14.9M
Stratos Wealth Partners, LTD. 0.21% Reduce -0.7% 38,310 $14.7M
REAP Financial Group, LLC 3.60% Reduce -1.3% 38,273 $14.7M
Leonard Rickey Investment Advisors P.L.L.C. 3.33% Add +0.9% 38,245 $14.7M
Mechanics Bank Trust Department 1.95% Reduce -2.0% 38,101 $14.6M
Stage Harbor Financial, LLC 13.27% Reduce -1.1% 37,477 $14.6M
Olistico Wealth, LLC 8.88% Reduce -3.5% 37,866 $14.5M
Falcon Wealth Planning 1.70% Reduce -0.9% 37,771 $14.5M
DDFG, Inc 4.14% Reduce -2.2% 37,770 $14.5M
Savant Capital, LLC 0.12% Add +4.0% 37,450 $14.4M
Horizon Family Wealth, Inc. 10.20% Reduce -0.6% 37,223 $14.3M
Koshinski Asset Management, Inc. 1.23% Add +4.6% 37,130 $14.3M
Matrix Private Capital Group LLC 8.20% Add +1.8% 37,066 $14.2M
Elevatus Welath Management 4.63% Add +338.0% 36,870 $14.2M
25 LLC 6.12% Add +1.0% 36,729 $14.1M
Financial Counselors Inc. 0.21% Add +0.3% 36,467 $14.0M
Watershed Private Wealth LLC 5.58% Add +1.9% 36,460 $14.0M
Cora Capital Advisors LLC 6.89% Reduce -0.9% 36,423 $14.0M
Howard Wealth Management, LLC 8.08% Add +0.7% 36,166 $13.9M
Romano Brothers and Company 1.73% Add +8.5% 36,114 $13.9M
Baltimore-Washington Financial Advisors, Inc. 0.75% Add +8.0% 36,069 $13.8M
LaSalle St. Investment Advisors, LLC 5.44% Add +8.1% 36,040 $13.8M
Aries Wealth Management 3.79% Add +11.5% 35,893 $13.8M
Consolidated Portfolio Review Corp 3.07% Reduce -2.8% 35,822 $13.8M
Safir Wealth Advisors, LLC 10.54% Reduce -0.9% 35,694 $13.7M
AlphaStar Capital Management, LLC 1.09% Add +29.4% 35,692 $13.7M
Great Diamond Partners, LLC 3.48% Reduce -7.0% 35,682 $13.7M
Gemmer Asset Management LLC 1.37% Add +0.9% 35,586 $13.7M
Financial Connections Group, Inc. 6.68% Reduce -0.1% 35,412 $13.6M
Snowden Capital Advisors LLC 0.41% Reduce -0.6% 35,328 $13.6M
Addison Advisors LLC 3.74% Add +2.0% 35,100 $13.5M
O'shaughnessy Asset Management, LLC 0.12% Add +25.9% 34,281 $13.4M
StoneX Group Inc. 0.98% Add +7.6% 34,974 $13.4M
Rodgers & Associates, LTD 1.60% Add +0.0% 34,935 $13.4M
Bristlecone Advisors, LLC 1.07% Reduce -0.1% 34,800 $13.4M
Peterson Wealth Services 4.24% Reduce -8.7% 34,579 $13.3M
Focus Partners Advisor Solutions, LLC 0.28% Reduce -4.3% 34,485 $13.2M
Hurlow Wealth Management Group, Inc. 4.10% Add +0.3% 34,261 $13.2M
Kingsview Wealth Management, LLC 0.28% Add +22.1% 34,261 $13.2M
Geneos Wealth Management Inc. 0.50% Add +68.5% 34,250 $13.1M
NORTHSTAR ASSET MANAGEMENT Co 3.00% Add +13.1% 34,095 $13.1M
Semmax Financial Advisors Inc. 3.59% Reduce -0.4% 31,948 $13.1M
Arete Wealth Advisors, LLC 1.12% Add +0.9% 34,169 $13.0M
Concourse Financial Group Securities, Inc. 0.77% Reduce -4.1% 33,625 $12.9M
Angeles Investment Advisors, LLC 0.66% Reduce -29.6% 33,465 $12.8M
Ascent Group, LLC 0.97% Reduce -5.9% 33,264 $12.8M
Gotham Asset Management 0.13% Add +14.8% 33,077 $12.7M
Oak Root LLC 1.60% Reduce -0.3% 32,983 $12.7M
Marshall Financial Group Inc. 3.81% Add +4.7% 32,851 $12.6M
SCS Capital Management LLC 0.25% Add +1.8% 32,781 $12.6M
Nations Financial Group Inc, /Ia/ 0.91% Add +1.7% 32,706 $12.6M
Clarius Group, LLC 0.87% Reduce -1.4% 32,180 $12.4M
Sandy Spring Bank 0.51% Add +5.2% 32,007 $12.3M
Raymond James Trust N.A. 0.27% Add +12.5% 31,877 $12.2M
UMB Bank, n.a. 0.19% Reduce -8.9% 31,482 $12.1M
Berger Financial Group, Inc 0.87% Add +0.1% 31,465 $12.1M
Thrive Wealth Management, LLC 2.19% Reduce -1.3% 31,152 $12.0M
Capital Advisors, Ltd. LLC 1.48% Add +0.4% 31,144 $12.0M
Citadel Advisors 0.01% Add +56.8% 31,073 $11.9M
Citizens Financial Group Inc. 0.24% Add +5.1% 31,047 $11.9M
Regions Financial Corp. 0.09% Add +1.4% 30,922 $11.9M
Westwood Holdings Group Inc. 0.09% Reduce -1.6% 30,896 $11.9M
Obsidian Cio, LLC 2.49% Add +15.7% 30,893 $11.9M
QRG Capital Management, Inc. 0.13% Reduce -6.5% 30,746 $11.8M
Capital Analysts, LLC 0.48% Reduce -13.7% 30,374 $11.7M
Flagship Harbor Advisors, LLC 0.64% Reduce -8.2% 30,302 $11.6M
Hohimer Wealth Management, LLC 2.49% Add +6.1% 30,104 $11.6M
BLB&B Advisors, LLC 0.59% Reduce -19.2% 30,098 $11.6M
MCF Advisors LLC 0.81% Reduce -0.1% 30,054 $11.5M
JMG Financial Group, Ltd. 0.39% Reduce -4.4% 29,937 $11.5M
SWP Financial LLC 6.97% Reduce -21.1% 29,735 $11.4M
VeraBank, N.A. 3.33% Add +2.7% 29,609 $11.4M
Kraft, Davis & Associates, LLC 3.36% Reduce -0.7% 29,355 $11.3M
Beacon Bridge Wealth Partners, LLC 4.84% Add +8.6% 29,366 $11.3M
Dodds Wealth, LLC 3.75% New 29,052 $11.3M
Lindbrook Capital, LLC 1.00% Reduce -5.8% 29,248 $11.2M
Krilogy Financial LLC 0.77% Reduce -0.3% 29,193 $11.2M
Ameritas Advisory Services, LLC 0.48% Reduce -28.9% 29,177 $11.2M
Cranbrook Wealth Management, LLC 2.55% Reduce -0.8% 29,140 $11.2M
Novak & Powell Financial Services, Inc. 6.44% Add +4.7% 28,950 $11.1M
Kathmere Capital Management, LLC 1.04% Add +8.7% 28,731 $11.0M
Clearstead Advisors, LLC 0.17% Reduce -0.9% 28,492 $10.9M
CW Advisors, LLC 0.15% Add +8.2% 28,473 $10.9M
Elevated Capital Advisors, LLC 2.90% Reduce -1.3% 28,472 $10.9M
NewEdge Wealth, LLC 0.20% Reduce -2.7% 28,414 $10.9M
Horizon Bancorp Inc. 5.01% Reduce -4.8% 28,205 $10.8M
Smith & Howard Wealth Management, LLC 3.04% Add +2.0% 28,149 $10.8M
Agf Management Ltd. 0.05% Reduce -3.0% 27,778 $10.7M
Csenge Advisory Group 0.56% Add +0.5% 27,415 $10.7M
Founders Financial Securities LLC 0.98% Reduce -20.4% 27,725 $10.6M
Hubbell Strickland Wealth Management, LLC 4.97% Add +0.4% 27,658 $10.6M
Integrity Wealth Solutions LLC 6.19% Reduce -0.8% 27,638 $10.6M
IHT Wealth Management, LLC 0.30% Add +2.8% 27,423 $10.5M
Goodman Advisory Group, LLC 3.00% Reduce -49.7% 27,382 $10.5M
Texas Yale Capital Corp. 0.45% Add +0.4% 27,222 $10.5M
Integral Investment Advisors, Inc. 2.84% Add +7.8% 27,164 $10.4M
NWF Advisory Services Inc. 1.51% Add +1.2% 27,097 $10.4M
Financial Life Advisors 3.92% Reduce -0.1% 27,059 $10.4M
Independent Financial Group, LLC 0.38% Add +2.8% 26,972 $10.4M
Orser Capital Management, LLC 7.38% Add +2.9% 26,902 $10.3M
GPS Wealth Strategies Group, LLC 1.38% Add +65.7% 26,898 $10.3M
Enclave Advisors LLC 1.75% — 26,871 $10.3M
Wealthcare Advisory Partners LLC 0.29% Add +35.7% 26,831 $10.3M
Clark Financial Services Group Inc. 9.33% Reduce -0.3% 26,715 $10.3M
Madison Park Capital Advisors, LLC 7.68% Add +2.9% 26,673 $10.2M
Ironsides Asset Advisors, LLC 2.97% Add +0.2% 26,580 $10.2M
Wilmington Savings Fund Society, FSB 0.18% Add +1274.7% 26,477 $10.2M
Bath Savings Trust Co 1.01% Add +1.7% 26,363 $10.1M
Gentry Private Wealth, LLC 8.27% Reduce -0.8% 26,345 $10.1M
Petix & Botte Co 2.69% Reduce -1.5% 26,340 $10.1M
Harbor Investment Advisory, LLC 0.99% Add +0.0% 26,181 $10.1M
First National Bank of Omaha 0.64% Reduce -1.1% 25,971 $10.0M
Segment Wealth Management, LLC 0.68% No change 25,926 $10.0M
Hofer & Associates. Inc 6.87% Reduce -0.4% 25,925 $10.0M
N.E.W. Advisory Services LLC 0.97% Reduce -3.7% 25,689 $9.9M
Fusion Capital, LLC 4.21% Add +1.4% 25,544 $9.8M
IFG Advisory, LLC 0.62% Add +3.4% 25,315 $9.7M
BW Gestao de Investimentos Ltda. 1.60% Reduce -26.6% 25,120 $9.6M
Certus Wealth Management, LLC 6.71% Reduce -1.4% 25,117 $9.6M
Valeo Financial Advisors, LLC 0.27% Add +3.1% 24,987 $9.6M
Von Berge Wealth Management Group, LLC 5.93% Reduce -3.4% 23,979 $9.6M
Nabity-Jensen Investment Management Inc 7.31% Reduce -1.9% 24,884 $9.6M
Prostatis Group LLC 3.12% Reduce -6.3% 24,863 $9.5M
Gladstone Institutional Advisory LLC 0.46% Add +9.3% 24,478 $9.4M
Johnson Investment Counsel Inc. 0.09% Add +22.6% 24,449 $9.4M
Kathleen S. Wright Associates Inc. 3.84% Add +1.9% 24,227 $9.3M
Mayfair Advisory Group, LLC 5.80% Add +1.7% 23,971 $9.2M
Wellspring Financial Advisors, LLC 1.10% Reduce -0.0% 944,637 $9.2M
Acropolis Investment Management, LLC 0.54% Add +0.2% 23,893 $9.2M
Cornerstone Wealth Management, LLC 0.65% Reduce -1.3% 23,870 $9.2M
Ogorek Anthony Joseph /NY/ 3.14% Add +0.3% 23,857 $9.2M
Eagle Strategies LLC 1.65% Add +6.0% 23,729 $9.1M
Cardiff Park Advisors, LLC 0.82% Add +25.8% 23,675 $9.1M
First United Bank & Trust 3.27% Add +1.9% 23,674 $9.1M
Capital Investment Advisory Services, LLC 0.86% Reduce -24.8% 23,579 $9.1M
HRT Financial LP 0.04% New 23,476 $9.0M
Everhart Financial Group, Inc. 1.99% Reduce -11.9% 23,416 $9.0M
Main Line Retirement Advisors, LLC 6.15% Add +6.3% 23,378 $9.0M
Magnolia Capital Advisors LLC 4.49% Reduce -9.6% 23,365 $9.0M
McAlister, Sweet & Associates, Inc. 7.40% Reduce -50.0% 23,345 $9.0M
Mathes Company, Inc. 3.18% No change 23,220 $8.9M
Wealthspire Retirement, LLC 0.72% Add +1.0% 23,069 $8.9M
Hilltop Holdings Inc. 0.58% Add +2.4% 22,971 $8.8M
Verdence Capital Advisors LLC 0.70% Add +0.8% 22,767 $8.7M
GW Henssler & Associates Ltd. 0.49% Add +7.9% 22,718 $8.7M
Drucker Wealth 3.0, LLC 2.09% Reduce -2.7% 22,698 $8.7M
ERn Financial, LLC 1.32% Reduce -0.4% 22,675 $8.7M
Dravo Bay LLC 4.48% Add +2.5% 22,670 $8.7M
Bluespring Wealth Management, LLC 0.87% Reduce -9.5% 22,579 $8.7M
Caprock Group, LLC 0.32% Add +0.7% 22,575 $8.7M
LongView Wealth Management 2.76% Add +9.6% 22,560 $8.7M
Clearwater Capital Advisors, LLC 0.83% Reduce -0.2% 22,277 $8.6M
MidAtlantic Capital Management, Inc. 6.23% Add +4.2% 22,200 $8.5M
Washington Trust Advisors, Inc. 0.73% Reduce -13.0% 22,158 $8.5M
Prestige Wealth Management Group LLC 1.76% Reduce -3.8% 22,137 $8.5M
Riversedge Advisors, LLC 1.92% Add +0.1% 22,104 $8.5M
Intergy Private Wealth, LLC 3.22% Add +2.5% 22,051 $8.5M
Jackson Wealth Management, LLC 1.00% Reduce -4.9% 21,898 $8.4M
Edmonds Duncan Registered Investment Advisors, LLC 1.84% Reduce -0.5% 21,878 $8.4M
PCA Investment Advisory Services Inc. 3.90% Add +5.2% 21,593 $8.3M
CWS Financial Advisors, LLC 2.88% Add +4.9% 21,156 $8.1M
Yoder Wealth Management, Inc. 4.87% Reduce -0.3% 21,135 $8.1M
Bleakley Financial Group, LLC 0.25% Reduce -7.9% 20,970 $8.1M
Aveo Capital Partners, LLC 0.85% Reduce -2.3% 20,961 $8.0M
Lansing Street Advisors 2.96% Add +8.6% 20,961 $8.0M
Laurel Wealth Advisors LLC 1.29% Reduce -2.4% 20,864 $8.0M
Hollencrest Capital Management 0.33% Add +0.6% 20,816 $8.0M
Visionary Wealth Advisors 0.49% Reduce -1.6% 20,791 $8.0M
Brio Consultants, LLC 1.27% Add +0.5% 20,789 $8.0M
Marcum Wealth, LLC 0.74% Reduce -1.8% 20,787 $8.0M
Leo Wealth, LLC 0.73% Reduce -1.6% 20,757 $8.0M
One Charles Private Wealth Services, LLC 3.00% Add +3.6% 20,559 $7.9M
Wind River Trust Co 3.03% No change 20,516 $7.9M
Quaker Wealth Management, LLC 2.88% — 20,452 $7.9M
Vicus Capital 0.69% Reduce -1.0% 20,444 $7.8M
Riverview Capital Advisers, LLC 2.41% Add +0.1% 20,356 $7.8M
Oak Harvest Investment Services 1.12% Add +19.1% 20,312 $7.8M
Latigo Investments, LLC 3.78% Reduce -21.5% 20,176 $7.7M
Defined Wealth Management, LLC 4.96% Add +2.5% 19,884 $7.6M
Wells Financial Advisors INC 10.31% Reduce -2.4% 19,877 $7.6M
Richardson Financial Services Inc. 4.83% Add +32.7% 20,173 $7.6M
Angeles Wealth Management, LLC 0.65% Reduce -0.1% 19,759 $7.6M
SouthState Bank Corp 0.52% Add +1.7% 19,737 $7.6M
Watts Gwilliam & Co., LLC 1.64% — 19,555 $7.5M
Nicolet Advisory Services, LLC 0.71% Reduce -4.4% 19,855 $7.5M
AlTi Global, Inc. 0.18% Add +0.1% 19,559 $7.5M
Dentgroup LLC 5.61% Reduce -0.9% 19,558 $7.5M
Quantinno Capital Management LP 0.10% Add +61.8% 19,487 $7.5M
First County Bank 3.68% Add +18.4% 19,391 $7.4M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -0.3% 19,384 $7.4M
Simmons Bank 0.54% Reduce -0.7% 19,384 $7.4M
Osborne Partners Capital Management, LLC 0.42% Reduce -0.3% 19,324 $7.4M
Wescott Financial Advisory Group, LLC 0.80% Reduce -4.0% 19,312 $7.4M
Perennial Investment Advisors, LLC 0.96% Add +3.0% 19,208 $7.4M
Register Financial Advisors LLC 3.77% Add +1.8% 19,125 $7.3M
St. Louis Trust Co 1.01% Add +82.7% 18,762 $7.2M
Estate Counselors, LLC 0.74% Add +11.8% 18,694 $7.2M
Pine Valley Investments Ltd Liability Co 0.49% Add +0.9% 18,573 $7.1M
Diversified Portfolios, Inc. 0.74% No change 18,545 $7.1M
Kendall Capital Management 2.19% Add +12.1% 18,452 $7.1M
Facet Wealth, Inc. 0.20% Add +20.9% 18,315 $7.1M
Parallel Advisors, LLC 0.17% Reduce -34.2% 18,322 $7.0M
FDx Advisors, Inc. 1.92% Reduce -7.8% 18,319 $7.0M
GC Wealth Management RIA, LLC 1.23% Reduce -5.5% 18,293 $7.0M
Ausdal Financial Partners, Inc. 0.73% Reduce -2.6% 18,257 $7.0M
Spire Wealth Management 0.23% Add +1.5% 18,084 $6.9M
Wedbush Securities Inc. 0.26% Add +22.0% 17,883 $6.9M
Sightline Wealth Advisors, LLC 3.76% Add +2.6% 17,788 $6.8M
Rinkey Investments 2.21% New 17,781 $6.8M
Kure Advisory, LLC 6.10% Reduce -3.4% 17,758 $6.8M
Disciplined Investments, LLC 3.34% Reduce -0.1% 17,647 $6.8M
Northstar Group, Inc. 1.23% Add +1.6% 17,626 $6.8M
SageView Advisory Group, LLC 0.34% Reduce -20.3% 17,438 $6.7M
Kovack Advisors, Inc. 0.71% Add +5.5% 17,396 $6.7M
Emerald Advisors, LLC 0.96% Add +4.0% 16,989 $6.7M
Fonville Wealth Management LLC 2.30% Reduce -0.4% 17,316 $6.6M
Level Four Advisory Services, LLC 0.28% Add +25.5% 17,326 $6.6M
Willis Johnson & Associates, Inc. 0.50% Reduce -6.4% 17,250 $6.6M
SOL Capital Management CO 0.74% Add +2.1% 17,242 $6.6M
Abbot Financial Management, Inc. 3.33% Add +3.3% 17,226 $6.6M
Twin Focus Capital Partners, LLC 1.04% Add +3.6% 17,114 $6.6M
Scott & Selber, Inc. 2.03% Add +0.2% 16,996 $6.5M
Rehmann Capital Advisory Group 0.43% Add +2.2% 16,992 $6.5M
Keystone Financial Group 0.84% New 16,979 $6.5M
Coastal Bridge Advisors, LLC 1.61% Add +53.9% 16,967 $6.5M
VitalStone Financial, LLC 4.43% Add +5.8% 16,952 $6.5M
Ritholtz Wealth Management 0.20% Add +29.3% 16,884 $6.5M
Mustard Seed Financial, LLC 5.38% Add +6.3% 16,869 $6.5M
Weinberger Asset Management, Inc 2.75% Add +5.3% 16,818 $6.5M
AAFMAA Wealth Management & Trust LLC 2.81% New 16,601 $6.4M
Essex Financial Services, Inc. 0.45% Add +2.9% 15,998 $6.3M
RFP Financial Group LLC 2.05% Add +547366.7% 16,424 $6.3M
WealthShield Partners, LLC 0.84% Add +4.0% 16,198 $6.2M
Element Pointe Advisors, LLC 1.51% Reduce -0.7% 16,190 $6.2M
Advisory Alpha, LLC 0.22% Reduce -9.1% 16,147 $6.2M
Brighton Jones LLC 0.23% Reduce -4.9% 16,052 $6.2M
CGN Advisors LLC 0.62% Add +2.5% 16,024 $6.2M
MA Private Wealth 1.14% Reduce -2.1% 15,868 $6.1M
Strategic Financial Concepts, LLC 1.93% Reduce -99.7% 15,807 $6.1M
Capital Planning Advisors, LLC 0.91% Reduce -0.1% 15,769 $6.1M
Composition Wealth, LLC 0.14% Add +38.7% 15,759 $6.1M
Insight Advisors, LLC/ PA 1.05% Add +0.2% 15,704 $6.0M
Lido Advisors, LLC 0.05% Reduce -2.4% 15,516 $6.0M
Western Wealth Management, LLC 0.34% Add +28.1% 15,436 $5.9M
Cascade Wealth Advisors, Inc 4.23% Reduce -5.1% 15,416 $5.9M
Quadcap Wealth Management, LLC 0.92% Add +9.8% 15,343 $5.9M
Dynamic Advisor Solutions LLC 0.18% Reduce -2.4% 15,336 $5.9M
Capital Planning LLC 1.64% Add +3.6% 15,264 $5.9M
Edge Capital Group, LLC 0.26% Add +0.3% 15,217 $5.8M
Pine Harbor Wealth Management, LLC 2.89% Add +20.2% 15,138 $5.8M
CX Institutional 0.26% Reduce -84.9% 15,052 $5.8M
Cornerstone Advisory, LLC 0.76% Add +79.8% 15,049 $5.8M
M3 Advisory Group, LLC 4.21% Add +3.7% 14,936 $5.7M
Cumberland Advisors Inc. 2.28% Add +30.2% 14,930 $5.7M
Hexagon Capital Partners LLC 1.12% Reduce -4.6% 14,929 $5.7M
Agate Pass Investment Management, LLC 2.86% Reduce -1.3% 14,925 $5.7M
Continuum Wealth Advisors, LLC 3.07% Reduce -11.0% 14,909 $5.7M
Tower View Wealth Management LLC 3.13% Add +3.2% 14,905 $5.7M
Chris Bulman Inc 3.88% Add +9.4% 14,864 $5.7M
Catalyst Private Wealth, LLC 2.79% Add +7.8% 14,836 $5.7M
Farther Finance Advisors, LLC 0.21% Add +30.8% 14,752 $5.7M
Brown Brothers Harriman & Co. 0.04% Add +168.4% 14,747 $5.7M
Curran Financial Partners, LLC 1.60% Add +0.6% 14,718 $5.7M
Park Avenue Securities LLC 0.06% Reduce -10.5% 14,688 $5.6M
MSH Capital Advisors LLC 1.72% Reduce -9.4% 14,637 $5.6M
Loomis Sayles & Co. L P 0.01% Add +194.7% 14,595 $5.6M
Glen Eagle Advisors, LLC 0.94% Add +26.3% 14,562 $5.6M
Carnegie Investment Counsel 0.16% Reduce -1.4% 14,545 $5.6M
First PREMIER Bank 1.39% Reduce -0.1% 14,540 $5.6M
Cohen Klingenstein LLC 0.19% Add +0.5% 14,518 $5.6M
Advocacy Wealth Management, LLC 0.44% Reduce -0.5% 14,479 $5.6M
Hengehold Capital Management LLC 0.52% Reduce -3.6% 14,411 $5.5M
HTG Investment Advisors, Inc. 2.60% Add +2.1% 14,372 $5.5M
Aspiriant, LLC 0.21% Add +2.1% 14,334 $5.5M
Clarus Wealth Advisors 2.80% Add +1.1% 14,485 $5.5M
Droms Strauss Advisors Inc. /Mo/ 1.91% Reduce -0.5% 14,039 $5.4M
Revolve Wealth Partners, LLC 0.82% Add +3.7% 13,940 $5.4M
Uptick Partners, LLC 2.26% Add +42.5% 13,937 $5.4M
Titleist Asset Management, LLC 0.77% Add +7.2% 13,925 $5.3M
High Net Worth Advisory Group LLC 1.49% Add +4.1% 13,885 $5.3M
Strategic Financial Partners, Ltd. 2.71% Reduce -0.5% 13,834 $5.3M
Polen Capital Management LLC 0.01% New 13,814 $5.3M
Muirfield Wealth Advisors LLC 4.49% Add +0.1% 13,765 $5.3M
Aspen Wealth Management LLC 1.60% Reduce -2.1% 13,763 $5.3M
Smith, Moore & Co. 0.50% Reduce -8.2% 13,717 $5.3M
HBK Sorce Advisory LLC 0.16% Reduce -14.0% 13,714 $5.3M
Norris Perne & French LLP 0.36% Add +0.6% 13,654 $5.2M
NCM Capital Management, LLC 2.51% Add +13.2% 13,611 $5.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.12% Reduce -2.2% 13,554 $5.2M
Curi Capital, LLC 0.12% Reduce -4.2% 13,526 $5.2M
Empower Advisory Group, LLC 0.02% Reduce -1.1% 13,487 $5.2M
Tudor Investment Corporation 0.06% Add +578.5% 13,415 $5.2M
Choate Investment Advisors 0.13% Reduce -2.8% 13,393 $5.1M
Sentinel Pension Advisors, LLC 0.99% Reduce -2.7% 13,387 $5.1M
Cascades Capital Asset Management, LLC 2.90% — 13,345 $5.1M
Compound Planning, Inc. 0.32% Add +3.8% 13,318 $5.1M
Donaldson Capital Management, LLC 0.19% Reduce -1.7% 13,171 $5.1M
WESPAC Advisors SoCal, LLC 1.17% Reduce -11.8% 13,164 $5.1M
Parkside Financial Bank & Trust 0.70% Add +0.6% 13,148 $5.0M
Sensible Financial Planning & Management, LLC. 0.99% Reduce -0.5% 13,031 $5.0M
Culbertson A N & Co. Inc. 0.80% Add +0.8% 12,928 $5.0M
Planning Directions Inc. 2.95% Reduce -2.7% 12,900 $5.0M
TPG Financial Advisors, LLC 2.23% Reduce -1.5% 12,885 $4.9M
Dopkins Wealth Management, LLC 3.99% Reduce -9.4% 12,861 $4.9M
Horizon Investments, LLC 0.13% Reduce -36.9% 12,840 $4.9M
Barrett & Company, Inc. 2.13% Add +0.4% 12,804 $4.9M
Great Lakes Advisors, LLC 0.04% Add +2.5% 12,718 $4.9M
EnRich Financial Partners LLC 1.61% Add +0.3% 12,534 $4.8M
Bryn Mawr Trust Advisors, LLC 0.26% Reduce -3.3% 12,453 $4.8M
Ted Buchan & Co 2.25% Add +74.3% 12,368 $4.7M
Seeds Investor LLC 1.77% Add +42.6% 12,351 $4.7M
Security Financial Services, INC. 0.97% Reduce -1.8% 12,344 $4.7M
Battery Global Advisors, LLC 2.55% No change 12,241 $4.7M
Sigma Planning Corp 0.14% Reduce -8.2% 12,200 $4.7M
Bay Rivers Group 2.33% Reduce -6.1% 12,194 $4.7M
Asset Allocation & Management Company, LLC 2.94% No change 12,189 $4.7M
Stokes Family Office, LLC 0.51% Add +0.5% 12,082 $4.6M
Elios Financial Group Inc. 2.14% — 12,077 $4.6M
Latko Wealth Management, Ltd. 2.81% — 12,052 $4.6M
Keybank National Association 0.02% Add +2.2% 11,999 $4.6M
Idaho Trust Co 2.22% Add +23.2% 11,975 $4.6M
GSG Advisors LLC 1.52% Add +17.6% 12,118 $4.6M
Avion Wealth 1.20% Add +1.5% 11,903 $4.6M
Blueprint Investment Partners LLC 0.82% Reduce -1.9% 11,836 $4.5M
Zions Bancorporation, N.A. 0.33% Reduce -2.9% 11,787 $4.5M
Kelleher Financial Advisors 1.72% No change 11,759 $4.5M
Halpern Financial, Inc. 1.16% Add +17.4% 11,849 $4.5M
Calton & Associates, Inc. 1.72% Reduce -31.1% 11,693 $4.5M
Glass Jacobson Investment Advisors llc 1.48% Reduce -2.8% 11,657 $4.5M
Focus Financial Network, Inc. 0.18% Add +1.6% 11,655 $4.5M
Centaurus Financial, Inc. 0.28% Reduce -11.9% 11,567 $4.4M
Signal Advisors Wealth, LLC 0.64% Add +177.4% 11,555 $4.4M
Roman Butler Fullerton & Co. 1.33% Add +3.8% 11,368 $4.4M
Laraway Financial Advisors Inc 3.52% Reduce -8.2% 11,492 $4.4M
Motiv8 Investments LLC 2.97% Reduce -0.2% 11,474 $4.4M
Patriot Financial Group Insurance Agency, LLC 0.59% Add +7.6% 11,444 $4.4M
Diversified Trust Co. 0.11% Add +1.3% 11,411 $4.4M
Ashton Thomas Private Wealth, LLC 0.23% Add +6.8% 11,409 $4.4M
FF Advisors,LLC 2.83% Add +1.9% 11,109 $4.4M
Emergent Wealth Advisors, LLC 3.21% Add +7.5% 11,310 $4.3M
Leavell Investment Management, Inc. 0.22% Reduce -0.1% 11,302 $4.3M
Checchi Capital Advisers, LLC 0.32% Reduce -92.7% 11,281 $4.3M
Tradition Wealth Management, LLC 0.38% Add +1.6% 11,226 $4.3M
Gilliland Jeter Wealth Management LLC 1.39% Reduce -0.3% 11,174 $4.3M
Opinicus Capital, Inc. 3.42% Reduce -2.3% 11,124 $4.3M
Family CFO Inc 2.41% Add +0.5% 11,116 $4.3M
Institute for Wealth Management, LLC. 0.54% Reduce -1.1% 11,087 $4.3M
KCM Investment Advisors LLC 0.15% Add +2.1% 11,082 $4.3M
SOA Wealth Advisors, LLC. 0.81% Add +2.1% 11,033 $4.2M
Aptus Capital Advisors, LLC 0.06% Add +120.8% 10,987 $4.2M
Avidian Wealth Enterprises, LLC 0.19% Reduce -0.1% 10,939 $4.2M
Fifth Third Wealth Advisors LLC 0.26% Reduce -16.9% 10,922 $4.2M
Sage Mountain Advisors LLC 0.36% No change 10,858 $4.2M
Wedmont Private Capital 0.24% Reduce -1.6% 10,959 $4.2M
Alexander Labrunerie & Co., Inc. 1.93% Add +1.2% 10,816 $4.2M
Beirne Wealth Consulting Services, LLC 1.46% Add +0.2% 10,803 $4.1M
Evercore Wealth Management, LLC 0.06% Reduce -1.9% 10,802 $4.1M
LifePlan Investment Advisors, Inc. 2.63% Add +20.8% 10,708 $4.1M
Kwmg, LLC 0.41% Reduce -4.1% 10,592 $4.1M
Altiora Financial Group, LLC 0.89% No change 10,530 $4.0M
Apollon Wealth Management, LLC 0.11% Reduce -2.4% 10,491 $4.0M
United Bank 0.47% No change 10,476 $4.0M
Montag A & Associates Inc. 0.19% Add +1.5% 10,457 $4.0M
BIP Wealth, LLC 0.27% Add +8.5% 10,418 $4.0M
Gradient Capital Advisors, LLC 1.32% Reduce -4.9% 10,401 $4.0M
Daymark Wealth Partners, LLC 0.17% Reduce -3.9% 10,383 $4.0M
Parsons Capital Management Inc. 0.25% Add +10.7% 10,371 $4.0M
Global Financial Private Client, LLC 1.55% Reduce -1.0% 10,364 $4.0M
Forte Capital LLC 0.45% Reduce -17.9% 10,351 $4.0M
Smithfield Trust Co 0.19% Reduce -0.5% 10,313 $4.0M
Hillcrest Wealth Advisors - NY, LLC 1.97% No change 10,300 $4.0M
Maia Wealth LLC 0.98% Add +11.1% 10,120 $4.0M
Apexium Financial, LP 0.26% Reduce -7.0% 10,293 $4.0M
Guidance Capital, Inc. 1.23% Add +11.6% 10,034 $3.9M
NFSG Corp 1.38% Add +44.3% 10,205 $3.9M
NorthStar Asset Management LLC 2.61% Reduce -5.2% 10,200 $3.9M
Houlihan Financial Resource Group, Ltd. 1.61% New 10,144 $3.9M
Arkadios Wealth Advisors 0.22% Add +1.3% 10,136 $3.9M
Dorsey & Whitney Trust CO LLC 0.21% Reduce -0.9% 10,115 $3.9M
Zhang Financial LLC 0.24% No change 10,106 $3.9M
Hart & Patterson Financial Group LLC 1.83% Add +2.3% 10,059 $3.9M
Valmark Advisers, Inc. 0.06% Add +32.9% 10,051 $3.9M
U.S. Capital Wealth Advisors, LLC 0.14% Reduce -6.3% 10,046 $3.9M
Fort Vancouver Investment Management, LLC 3.29% Reduce -0.2% 9,938 $3.8M
Riggs Asset Managment Co. Inc. 1.04% Add +0.1% 9,938 $3.8M
Raab & Moskowitz Asset Management LLC 0.96% Reduce -1.3% 9,900 $3.8M
Amundi 0.00% Add +1236.8% 9,772 $3.8M
Probity Advisors, Inc. 0.72% Reduce -2.6% 9,770 $3.8M
Pallas Capital Advisors LLC 0.16% Reduce -1.5% 9,599 $3.7M
Davidson Trust Co. 1.92% Add +29.9% 9,723 $3.7M
Lodestar Private Asset Management LLC 0.47% Reduce -5.2% 9,682 $3.7M
Transcend Capital Advisors, LLC 0.25% Add +7.6% 9,653 $3.7M
Plante Moran Financial Advisors, LLC 0.31% Reduce -0.7% 9,605 $3.7M
Greystone Financial Group, LLC 0.66% Reduce -22.2% 9,588 $3.7M
Charter Oak Capital Management, LLC 0.34% Add +7.6% 9,510 $3.7M
Pacific Financial Group Inc. 2.68% Reduce -2.5% 9,506 $3.6M
Nixon Peabody Trust Co. 0.30% Reduce -0.5% 9,400 $3.6M
Sound View Wealth Advisors Group, LLC 0.29% Add +12.9% 9,385 $3.6M
Cozad Asset Management Inc. 0.34% Add +0.1% 9,361 $3.6M
Compass Financial Group, INC 0.71% Add +3.2% 9,357 $3.6M
Kelman-Lazarov, Inc. 0.62% Reduce -0.0% 9,319 $3.6M
Blue Trust, Inc. 0.05% Add +12.0% 9,499 $3.6M
Councilor Wealth, LLC 1.73% Reduce -14.5% 9,227 $3.5M
Clarity Capital Advisors, LLC 2.54% Add +3.4% 9,209 $3.5M
Sutton Place Investors LLC 2.16% Add +3.2% 9,199 $3.5M
Kuhn & Co Investment Counsel 3.00% Reduce -3.6% 9,146 $3.5M
WoodTrust Financial Corp 0.50% Add +2.9% 9,124 $3.5M
Kavar Capital Partners Group, LLC 0.55% Reduce -2.9% 9,069 $3.5M
Arcadia Investment Advisors LLC 1.84% No change 8,960 $3.4M
Walter & Keenan Wealth Management LLC /in/ 1.04% Reduce -0.1% 8,934 $3.4M
Aaron Wealth Advisors LLC 0.41% Reduce -0.6% 8,932 $3.4M
MGB Wealth Management, LLC 1.25% Add +2.4% 8,946 $3.4M
Fulcrum Capital LLC 0.74% New 8,876 $3.4M
Savvy Advisors, Inc. 0.69% Add +49.9% 8,850 $3.4M
Edge Financial Advisors LLC 3.00% Reduce -3.1% 8,829 $3.4M
Intrua Financial, LLC 0.55% Reduce -5.9% 8,828 $3.4M
Principal Securities, Inc. 0.08% Add +0.6% 8,813 $3.4M
Compton Wealth Advisory Group, LLC 0.85% Add +0.8% 8,806 $3.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.29% Add +22.7% 8,770 $3.4M
Moors & Cabot, Inc. 0.17% Add +18.7% 8,754 $3.4M
D. E. Shaw & Co. 0.00% New 8,753 $3.4M
Ashton Thomas Securities, LLC 0.65% Reduce -3.0% 8,709 $3.3M
NorthRock Partners, LLC 0.11% Reduce -2.4% 8,706 $3.3M
First American Trust, FSB 0.33% Add +7.3% 8,693 $3.3M
HHM Wealth Advisors, LLC 0.47% Add +28.7% 8,684 $3.3M
Birchcreek Wealth Management, LLC 2.17% Reduce -21.1% 8,643 $3.3M
World Investment Advisors 0.10% Add +10.5% 8,612 $3.3M
Integrated Advisors Network LLC 0.16% Add +24.5% 8,610 $3.3M
Stonegate Investment Group, LLC 0.09% Add +92.3% 8,579 $3.3M
National Philanthropic Trust 0.06% Add +0.2% 8,562 $3.3M
West Bancorporation Inc. 2.19% Add +1.0% 8,540 $3.3M
Accurate Wealth Management, LLC 0.66% Add +2.2% 8,400 $3.3M
RVW Wealth, LLC 0.30% Reduce -0.1% 8,449 $3.2M
St Germain D J Co. Inc. 0.15% Add +1.4% 8,423 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +4.3% 8,414 $3.2M
Forum Private Client Group LLC 1.43% Reduce -5.2% 8,412 $3.2M
Apeiron RIA LLC 0.92% Add +1.0% 8,403 $3.2M
Moulton Wealth Management, Inc. 2.69% Reduce -20.5% 8,410 $3.2M
RCS Financial Planning, LLC 1.79% Reduce -9.1% 8,393 $3.2M
Ellevest, Inc. 0.18% Add +0.0% 8,363 $3.2M
EFG Asset Management (Americas) Corp. 0.63% New 8,356 $3.2M
Financial Alternatives, Inc 2.26% No change 8,349 $3.2M
Rothschild Investment LLC 0.21% Reduce -1.3% 8,325 $3.2M
1900 Wealth Management LLC 0.27% Add +0.6% 8,322 $3.2M
Center for Financial Planning, Inc. 0.43% No change 8,321 $3.2M
Fisher Asset Management 0.00% Reduce -40.2% 8,315 $3.2M
Madison Wealth Partners, Inc 0.94% Add +1.6% 8,302 $3.2M
Strategic Family Wealth Counselors, L.L.C. 1.11% Add +36.8% 8,283 $3.2M
Prospect Financial Services LLC 1.96% Add +8.0% 8,200 $3.1M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -0.6% 8,177 $3.1M
Thrive Capital Management, LLC 1.48% Reduce -16.3% 8,159 $3.1M
Guyasuta Investment Advisors Inc. 0.19% Add +121.6% 8,155 $3.1M
Canvas Wealth Advisors, LLC 0.86% Reduce -9.0% 8,119 $3.1M
Reynders McVeigh Capital Management, LLC 0.16% Reduce -0.2% 8,102 $3.1M
Eclectic Associates Inc. 1.23% Add +5.9% 8,095 $3.1M
KMG Fiduciary Partners, LLC 0.27% No change 8,064 $3.1M
Trust Co of the South 0.65% No change 8,053 $3.1M
ORG Partners LLC 0.50% Add +13.6% 8,043 $3.1M
Paragon Private Wealth Management, LLC 1.53% Reduce -1.9% 8,047 $3.1M
Aspen Grove Capital, LLC 0.68% Reduce -0.7% 8,015 $3.1M
KG Capital Management 0.99% Add +7.3% 8,011 $3.1M
AQR Capital Management 0.00% Add +16.7% 7,991 $3.1M
Red Wave Investments LLC 1.07% Reduce -1.6% 7,959 $3.1M
Coastline Trust Co 0.36% No change 7,950 $3.1M
Covington Investment Advisors Inc. 0.46% Reduce -0.4% 7,910 $3.0M
Prudential Financial Inc. 0.00% Reduce -6.1% 7,881 $3.0M
Southland Equity Partners LLC 0.73% Reduce -18.3% 7,836 $3.0M
Advance Capital Management, Inc. 0.13% Reduce -3.2% 7,822 $3.0M
Aureus Asset Management, LLC 0.20% No change 7,808 $3.0M
Baker Boyer National Bank 1.00% Reduce -16.8% 7,792 $3.0M
Outlook Wealth Advisors, LLC 0.86% Add +1.0% 7,766 $3.0M
Sapient Capital LLC 0.06% Add +10.4% 7,760 $3.0M
Hanover Advisors Inc. 1.25% Reduce -0.6% 7,742 $3.0M
Spectrum Wealth Counsel, LLC 0.35% Reduce -26.2% 7,735 $3.0M
Wilson & Boucher Capital Management, LLC 2.04% Reduce -0.8% 7,724 $3.0M
Evermay Wealth Management LLC 0.48% Reduce -0.7% 7,718 $3.0M
ProVise Management Group, LLC 0.23% Reduce -2.3% 7,698 $3.0M
Del-Sette Capital Management, LLC 2.30% Reduce -9.5% 7,682 $2.9M
Quadrant Private Wealth Management, LLC 0.73% Add +0.7% 7,681 $2.9M
Keebeck Wealth Management 0.43% No change 7,644 $2.9M
Spectrum Asset Management, Inc. (NB/CA) 1.24% Reduce -2.8% 7,627 $2.9M
Hoge Financial Services, LLC 2.17% Reduce -13.4% 7,519 $2.9M
GHP Investment Advisors, Inc. 0.13% Reduce -1.1% 7,516 $2.9M
Clear Creek Financial Management, LLC 0.32% Reduce -21.1% 7,468 $2.9M
Cassaday & Co Wealth Management LLC 0.08% Add +1.9% 7,424 $2.9M
Brophy Wealth Management, LLC 1.02% — 7,416 $2.8M
Motco 0.28% Reduce -1.0% 7,305 $2.8M
American Capital Advisory, LLC 1.62% Add +95.3% 7,266 $2.8M
L. Roy Papp & Associates, LLP 0.34% Add +1.1% 7,248 $2.8M
ArchPoint Investors 0.93% No change 7,220 $2.8M
Chicago Capital, LLC 0.08% Reduce -3.2% 7,215 $2.8M
Arkos Global Advisors 0.40% Add +6.6% 7,200 $2.8M
City State Bank 1.01% Add +18.1% 7,191 $2.8M
Global Wealth Management Investment Advisory, Inc. 0.59% Reduce -16.7% 7,170 $2.8M
Earned Wealth Advisors, LLC 0.84% Reduce -0.1% 7,158 $2.7M
Main Street Financial Solutions, LLC 0.25% Add +2.7% 7,122 $2.7M
Panoramic Investment Advisors, LLC 1.89% — 7,108 $2.7M
Capital Investment Advisors, LLC 0.06% Add +27.6% 7,095 $2.7M
Columbia Asset Management 0.47% Add +11.3% 7,045 $2.7M
Vise Technologies, Inc. 0.34% Add +4.2% 7,018 $2.7M
Forum Financial Management, LP 0.04% Add +2.2% 6,976 $2.7M
Sagace Wealth Management LLC 2.07% Add +28.4% 6,811 $2.7M
Prudential PLC 0.01% Reduce -2.8% 6,920 $2.7M
McAdam, LLC 0.15% Add +1.9% 6,900 $2.6M
Level Financial Advisors 1.01% Add +38.4% 6,867 $2.6M
Invst, LLC 0.32% Reduce -5.7% 6,800 $2.6M
Ciovacco Capital Management LLC 1.51% Add +1.0% 6,745 $2.6M
Ewa, LLC 0.92% Add +1.0% 6,367 $2.6M
Continuum Advisory, LLC 0.33% Reduce -6.1% 6,365 $2.6M
Thoroughbred Financial Services, LLC 0.17% Add +15.4% 6,688 $2.6M
UNIVEST FINANCIAL Corp 0.17% New 6,680 $2.6M
Ancora Advisors LLC 0.06% Reduce -0.8% 6,659 $2.6M
Stonebridge Financial Planning Group, LLC 1.21% Add +3.6% 6,642 $2.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +3.9% 6,613 $2.5M
Ade, LLC 1.56% Reduce -1.6% 6,592 $2.5M
Fenimore Asset Management Inc 0.05% No change 6,581 $2.5M
Compass Ion Advisors, LLC 0.31% Add +0.8% 6,574 $2.5M
Obsidian Personal Planning Solutions LLC 1.31% Reduce -3.1% 6,543 $2.5M
Diversified, LLC 0.27% Add +0.8% 6,523 $2.5M
Diversified Enterprises, LLC 0.27% — 6,523 $2.5M
Advisor OS, LLC 0.25% Reduce -0.8% 6,519 $2.5M
United Advisor Group, LLC 0.56% Add +2.6% 6,500 $2.5M
Bartlett & Co. Wealth Management LLC 0.04% Add +10.4% 6,474 $2.5M
Smartleaf Asset Management LLC 0.30% Add +1.6% 6,496 $2.5M
SigFig Wealth Management, LLC 0.09% Add +0.8% 6,474 $2.5M
MJP Associates Inc. 0.47% Reduce -6.1% 6,433 $2.5M
Axxcess Wealth Management, LLC 0.06% Add +3.4% 6,418 $2.5M
Evanson Asset Management, LLC 0.17% Reduce -23.0% 6,384 $2.5M
Insigneo Advisory Services, LLC 0.25% Add +25.4% 6,378 $2.4M
Accretive Wealth Partners, LLC 1.02% Reduce -0.9% 6,370 $2.4M
Rockwood Wealth Management, LLC 0.27% No change 6,332 $2.4M
Next Capital Management LLC 0.99% Add +256.0% 6,308 $2.4M
REDW Wealth LLC 0.62% Reduce -1.6% 6,300 $2.4M
MTC Wealth Management LLC 1.09% Reduce -3.9% 6,298 $2.4M
Platform Technology Partners 0.76% Add +25.1% 6,289 $2.4M
North Star Asset Management Inc. 0.11% No change 6,286 $2.4M
Plancorp, LLC 0.10% Reduce -18.0% 6,286 $2.4M
RS Crum Inc. 0.56% Reduce -0.6% 6,280 $2.4M
TFB Advisors LLC 0.72% Reduce -7.0% 6,275 $2.4M
JT Stratford LLC 0.41% Reduce -0.6% 6,260 $2.4M
SpiderRock Advisors, LLC 0.05% Add +96.3% 6,254 $2.4M
PGIM Custom Harvest LLC 0.05% Add +34.2% 6,235 $2.4M
Greenleaf Trust 0.02% No change 6,209 $2.4M
Prepared Retirement Institute LLC 1.43% Reduce -0.1% 6,174 $2.4M
Peapack Gladstone Financial Corp. 0.03% Add +12.6% 6,168 $2.4M
Flow Traders U.S. LLC 0.12% Add +4.1% 6,156 $2.4M
Summit Investment Advisory Services, LLC 1.25% New 6,154 $2.4M
Blue Zone Wealth Advisors, LLC 0.73% Reduce -3.7% 6,151 $2.4M
Cedar Wealth Management, LLC 0.73% Reduce -1.2% 6,122 $2.4M
Olde Wealth Management, LLC 0.84% Reduce -1.9% 6,118 $2.3M
American Institute for Advanced Investment Management, LLP 1.68% Reduce -1.1% 6,101 $2.3M
Meeder Advisory Services, Inc. 0.15% Add +9.9% 6,081 $2.3M
Sunburst Financial Group, LLC 0.59% Reduce -0.3% 6,076 $2.3M
Summit Trail Advisors, LLC 0.06% Add +0.0% 6,068 $2.3M
Sabal Trust CO 0.13% Reduce -8.0% 6,052 $2.3M
Abich Financial Wealth Management LLC 5.21% Reduce -60.6% 6,035 $2.3M
Silver Lake Advisory, LLC 0.51% Add +2.2% 6,007 $2.3M
WESPAC Advisors, LLC 1.71% Reduce -4.1% 6,007 $2.3M
Jordan Park Group LLC 0.16% No change 6,000 $2.3M
Argent Trust Co 0.10% Add +0.6% 5,976 $2.3M
Wealth Effects LLC 0.80% Add +0.8% 5,948 $2.3M
Stone Summit Wealth LLC 0.74% Add +6.8% 5,940 $2.3M
Lion Street Advisors, LLC 0.79% Reduce -4.2% 5,933 $2.3M
MilWealth Group LLC 0.67% Reduce -0.0% 5,914 $2.3M
Carl P. Sherr & Co., LLC 1.19% Add +4.2% 5,883 $2.3M
Jackson Hole Capital Partners, LLC 0.47% Reduce -2.0% 5,865 $2.3M
Robinson Smith Wealth Advisors LLC 1.91% Reduce -0.3% 5,864 $2.3M
Wiser Advisor Group LLC 3.34% Add +0.1% 5,836 $2.2M
Madison Asset Management, LLC 0.03% New 5,833 $2.2M
Smith Salley Wealth Management 0.15% No change 5,831 $2.2M
Evergreen Wealth Management, LLC 1.34% Reduce -10.9% 5,799 $2.2M
Dark Forest Capital Management LP 0.28% Reduce -9.8% 5,786 $2.2M
Jmac Enterprises LLC 0.35% Add +2.2% 5,733 $2.2M
Belpointe Asset Management LLC 0.13% Reduce -4.9% 5,732 $2.2M
TD Waterhouse Canada Inc. 0.02% Reduce -12.8% 5,809 $2.2M
Good Life Advisors, LLC 0.13% Add +8.9% 5,689 $2.2M
BKM Wealth Management, LLC 0.89% Add +2.9% 5,690 $2.2M
WNY Asset Management, LLC 0.25% Reduce -2.9% 5,644 $2.2M
Kaydan Wealth Management, Inc. 0.64% Add +7.6% 5,637 $2.2M
Journey Advisory Group, LLC 0.26% No change 5,771 $2.2M
Easterly Investment Partners LLC 0.17% No change 5,617 $2.2M
Liberty Wealth Management LLC 0.37% Reduce -98.7% 5,603 $2.2M
Certuity, LLC 0.23% Add +6.2% 5,590 $2.1M
Covenant Asset Management, LLC 0.48% Add +13.2% 5,585 $2.1M
Prio Wealth Limited Partnership 0.06% No change 5,566 $2.1M
Salem Investment Counselors Inc. 0.06% No change 5,557 $2.1M
Truefg, LLC 0.70% Reduce -1.3% 5,546 $2.1M
Acas, LLC 1.75% Reduce -12.1% 5,527 $2.1M
Bowman & Co S.C. 1.12% Reduce -0.8% 5,526 $2.1M
Goodwin Investment Advisory 0.92% Reduce -0.7% 5,522 $2.1M
Retirement Income Solutions, Inc. 0.48% Reduce -1.0% 5,521 $2.1M
Bridges Investment Management Inc. 0.03% Reduce -3.2% 5,508 $2.1M
Marco Investment Management LLC 0.18% Reduce -9.1% 5,497 $2.1M
WMS Partners, LLC 0.12% New 5,490 $2.1M
Marks Group Wealth Management, Inc 0.20% No change 5,480 $2.1M
KFA Private Wealth Group, LLC 1.00% Add +0.3% 5,452 $2.1M
PFG Investments, LLC 0.14% Reduce -68.7% 5,451 $2.1M
Flputnam Investment Management Co. 0.04% Add +0.6% 5,406 $2.1M
Sunbelt Securities, Inc. 0.20% Add +1.2% 5,394 $2.1M
Nicolet Bankshares Inc. 0.42% Reduce -1.2% 5,374 $2.1M
Kingswood Wealth Advisors, LLC 0.15% Add +66.0% 5,343 $2.1M
Sax Wealth Advisors, LLC 0.18% Add +0.2% 5,307 $2.0M
Pinnacle Bancorp, Inc. 0.54% Reduce -4.0% 5,280 $2.0M
Geometric Wealth Advisors 0.37% No change 5,253 $2.0M
Tidal Investments LLC 0.02% Reduce -7.3% 5,225 $2.0M
Carolinas Wealth Consulting LLC 0.36% Reduce -0.5% 5,203 $2.0M
Whittier Trust Co. 0.03% Add +0.0% 5,189 $2.0M
West Financial Advisors, LLC 0.38% Reduce -0.5% 5,165 $2.0M
Crown Wealth Group, LLC 0.86% Add +2.3% 5,164 $2.0M
Greenhouse Wealth Management, LLC 1.33% Add +0.1% 5,148 $2.0M
Spinnaker Investment Group, LLC 0.48% Reduce -5.0% 5,148 $2.0M
Triangle Securities Wealth Management 0.51% Reduce -0.5% 5,141 $2.0M
Orin Green Financial, LLC 0.85% Reduce -1.9% 5,138 $2.0M
MV Capital Management, Inc. 0.21% No change 5,125 $2.0M
Bordeaux Wealth Advisors LLC 0.36% Add +0.1% 5,116 $2.0M
Foguth Wealth Management, LLC. 0.71% Reduce -71.3% 5,089 $2.0M
CPA Asset Management Group, LLC 0.94% Add +8.5% 5,098 $2.0M
LifeSteps Financial, Inc. 1.53% Reduce -1.6% 5,083 $2.0M
Independent Wealth Network Inc. 0.86% Add +0.3% 5,082 $2.0M
Crestwood Advisors Group, LLC 0.04% Add +3.7% 5,045 $1.9M
Asset Dedication, LLC 0.13% Add +6.7% 5,038 $1.9M
Keel Point, LLC 0.16% Reduce -19.9% 5,034 $1.9M
Vantage Financial Partners, LLC 0.48% Add +11.5% 5,028 $1.9M
First Trust Direct Indexing L.P. 0.10% Add +45.9% 5,022 $1.9M
Fortis Group Advisors, LLC 0.36% Add +8.4% 5,010 $1.9M
Stephens Consulting, LLC 0.49% Reduce -0.1% 5,010 $1.9M
Barnes Pettey Financial Advisors, LLC 1.53% Add +0.6% 4,996 $1.9M
Marquette Asset Management, LLC 0.30% Reduce -1.3% 4,977 $1.9M
Summit Wealth Partners, LLC 0.37% Add +15.8% 4,974 $1.9M
Fulton Bank, N.A. 0.07% Add +3.6% 4,973 $1.9M
Patten & Patten Inc. 0.13% Add +1.0% 4,953 $1.9M
Tradewinds, LLC. 0.58% Reduce -4.1% 4,943 $1.9M
TAP Consulting, LLC 0.37% Reduce -0.2% 4,930 $1.9M
Warwick Investment Management, Inc. 0.45% Add +33.7% 4,924 $1.9M
Ballentine Partners, LLC 0.03% No change 4,915 $1.9M
Powell Investment Advisors, LLC 0.88% Add +0.1% 4,911 $1.9M
Hanson & Doremus Investment Management 0.30% Reduce -0.7% 4,909 $1.9M
Wealthstream Advisors, Inc. 0.34% No change 4,902 $1.9M
Boston Financial Mangement LLC 0.06% Reduce -6.5% 4,892 $1.9M
DT Investment Partners, LLC 0.15% Add +1.4% 4,886 $1.9M
360 Financial, Inc. 0.69% Reduce -3.4% 4,857 $1.9M
Busey Bank 0.06% Reduce -0.2% 4,855 $1.9M
Taylor Hoffman Capital Management LLC 0.71% — 4,854 $1.9M
Strategic Advocates LLC 0.66% Reduce -3.8% 4,833 $1.9M
Whitaker-Myers Wealth Managers, LTD. 0.61% Add +3.9% 4,794 $1.8M
Ingalls & Snyder LLC 0.07% Add +0.3% 4,773 $1.8M
Park National Corp. 0.06% Add +2.7% 4,764 $1.8M
Anchor Investment Management, LLC 0.17% Add +8.7% 4,747 $1.8M
Graves Light Lenhart Wealth, Inc. 0.22% Reduce -4.8% 4,713 $1.8M
White Knight Strategic Wealth Advisors, LLC 1.64% Reduce -0.1% 4,704 $1.8M
Staley Capital Advisers Inc. 0.08% Reduce -3.1% 4,658 $1.8M
SPC Financial, Inc. 0.16% Reduce -91.5% 4,638 $1.8M
Wolverine Trading, LLC 0.05% New 4,648 $1.8M
NorthLanding Financial Partners, LLC 1.75% Reduce -9.1% 4,615 $1.8M
Lebenthal Global Advisors, LLC 0.36% Add +176.3% 4,592 $1.8M
Harbour Capital Advisors, LLC 0.41% Reduce -6.2% 4,546 $1.8M
Mission Creek Capital Partners, Inc. 0.41% Reduce -0.7% 4,573 $1.8M
Bedel Financial Consulting, Inc. 0.25% Add +1.3% 4,562 $1.8M
Rossmore Private Capital 0.22% Reduce -4.1% 4,653 $1.7M
Walkner Condon Financial Advisors LLC 0.36% Reduce -2.6% 4,543 $1.7M
PAX Financial Group, LLC 0.31% Add +18.4% 4,537 $1.7M
Root Financial Partners, LLC 0.28% Add +178.1% 4,536 $1.7M
Key Financial Inc 0.38% Add +0.1% 4,535 $1.7M
Wick Capital Partners, LLC 0.56% Add +0.9% 4,534 $1.7M
SeaCrest Wealth Management, LLC 0.19% Reduce -3.5% 4,509 $1.7M
GTS Securities LLC 0.03% Reduce -51.2% 4,500 $1.7M
Iron Gate Global Advisors LLC 0.24% Reduce -1.6% 4,492 $1.7M
Rollins Financial Advisors, LLC 0.28% Reduce -2.7% 4,469 $1.7M
Stonebrook Private Inc. 0.45% No change 4,466 $1.7M
Adirondack Trust Co. 0.65% No change 4,397 $1.7M
Soltis Investment Advisors LLC 0.16% Reduce -8.7% 4,393 $1.7M
CRA Financial Services, LLC 0.31% Add +9.8% 4,348 $1.7M
Heritage Financial Services, LLC 0.22% No change 4,338 $1.7M
Strait & Sound Wealth Management LLC 0.81% Reduce -5.5% 4,331 $1.7M
Susquehanna International Group, LLP 0.00% Reduce -82.3% 4,305 $1.7M
Goldstein Advisors, LLC 0.25% Add +0.1% 4,292 $1.6M
Compass Advisory Group LLC 0.64% Add +1.4% 4,262 $1.6M
Nicholas Hoffman & Company, LLC. 0.07% Reduce -3.4% 4,260 $1.6M
SkyOak Wealth, LLC 0.36% Add +1.8% 4,251 $1.6M
Icon Wealth Advisors, LLC 0.14% No change 4,248 $1.6M
Oakworth Capital, Inc. 0.11% No change 4,248 $1.6M
Almanack Investment Partners, LLC. 0.26% Reduce -5.5% 4,242 $1.6M
Sterling Wealth Management, Inc. 0.61% Add +16.1% 4,236 $1.6M
Newman Dignan & Sheerar, Inc. 0.39% Reduce -4.7% 4,125 $1.6M
Sanctuary Wealth Management, L.L.C. 1.16% Add +51.9% 4,220 $1.6M
Moseley Investment Management Inc. 0.64% Add +1.7% 4,206 $1.6M
Fusion Family Wealth, LLC 0.15% Reduce -0.1% 4,194 $1.6M
Vertex Planning Partners, LLC 0.38% Add +0.5% 4,158 $1.6M
Occidental Asset Management, LLC 0.26% Reduce -42.3% 4,153 $1.6M
Tyler-Stone Wealth Management 0.30% Add +147.9% 4,147 $1.6M
Marshall Wace, LLP 0.00% New 4,139 $1.6M
ICONIQ Capital, LLC 0.03% Add +0.2% 4,138 $1.6M
Boyd Wealth Management, LLC 0.80% No change 4,132 $1.6M
Retirement Planning Co of New England, Inc. 0.79% Reduce -0.8% 4,110 $1.6M
Sugarloaf Wealth Management, LLC 0.26% Add +7.8% 4,099 $1.6M
Alta Wealth Advisors LLC 0.72% Add +5.9% 4,099 $1.6M
SK Wealth Management, LLC 0.81% — 3,751 $1.6M
Synergy Asset Management, LLC 0.24% Add +13.0% 4,098 $1.6M
Park Place Capital Corp 0.45% Add +578.3% 4,090 $1.6M
CIC Wealth, LLC 0.41% Add +34.9% 4,083 $1.6M
Lane & Associates LLC 0.85% Add +5.5% 4,079 $1.6M
Investments & Financial Planning, LLC 0.99% Reduce -4.6% 4,074 $1.6M
Evoke Wealth, LLC 0.04% New 4,057 $1.6M
Jeppson Wealth Management, LLC 0.56% Add +0.1% 4,055 $1.6M
Private Trust Co. NA 0.16% Reduce -1.6% 4,042 $1.6M
OVERSEA-CHINESE BANKING Corp Ltd 0.04% Reduce -2.5% 4,027 $1.5M
North Ridge Wealth Advisors, Inc. 1.05% Reduce -2.7% 4,007 $1.5M
Allegheny Financial Group 0.38% Add +8.8% 3,966 $1.5M
Southern Capital Advisors, LLC 0.86% Add +0.2% 3,961 $1.5M
Asset Management Group, Inc. 0.21% Reduce -9.0% 3,959 $1.5M
Founders Financial Alliance, LLC 0.42% Add +2.3% 3,946 $1.5M
Johnson Financial Group, Inc. 0.07% Add +127.7% 3,943 $1.5M
Cedar Mountain Advisors, LLC 0.34% Add +71.0% 3,917 $1.5M
Trilogy Capital Inc. 0.08% Add +6.4% 3,914 $1.5M
Diversify Advisory Services, LLC 0.08% Add +8.4% 3,816 $1.5M
Burney Co./ 0.05% Reduce -5.0% 3,900 $1.5M
Providence Capital Advisors, LLC 0.30% Add +0.4% 3,897 $1.5M
Executive Wealth Management, LLC 0.12% New 3,894 $1.5M
Kingfisher Capital LLC 0.34% Add +0.2% 3,894 $1.5M
Lantz Financial LLC 0.40% Add +12.9% 3,890 $1.5M
Dana Investment Advisors, Inc. 0.05% Reduce -12.6% 3,876 $1.5M
Country Club Bank 0.10% Reduce -6.3% 3,888 $1.5M
Aspire Wealth Management Corp 0.80% Add +2.8% 3,847 $1.5M
Voisard Asset Management Group, Inc. 0.61% New 3,842 $1.5M
Foster Victor Wealth Advisors, LLC 0.12% Reduce -9.3% 3,802 $1.5M
Coppell Advisory Solutions LLC 0.22% Add +25.5% 3,855 $1.5M
Yelin Lapidot Holdings Management Ltd. 0.24% Reduce -8.1% 3,835 $1.5M
FineMark National Bank & Trust 0.05% Add +49.7% 3,825 $1.5M
Security National Bank of So Dak 0.81% No change 3,818 $1.5M
Tandem Capital Management Corp. 0.77% Reduce -2.7% 3,811 $1.5M
Pecaut & Co. 0.52% Reduce -6.1% 3,809 $1.5M
First Citizens Bank & Trust Co. 0.03% Reduce -0.5% 3,799 $1.5M
Saiph Capital, LLC 0.69% No change 3,795 $1.5M
Jefferies Financial Group Inc. 0.03% Reduce -1.9% 3,795 $1.5M
Next Level Private LLC 0.60% Add +0.1% 3,786 $1.5M
Summit Global Investments 0.09% Add +157.1% 3,771 $1.4M
Kelly Financial Services LLC 0.53% Reduce -1.9% 3,769 $1.4M
Aua Capital Management, LLC 0.83% Reduce -1.5% 3,730 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -1.5% 3,725 $1.4M
Cibc World Market Inc. 0.00% No change 3,725 $1.4M
Trinity Financial Advisors LLC 0.64% Add +6.5% 5,368 $1.4M
Cherry Tree Wealth Management, LLC 0.34% Reduce -4.0% 3,717 $1.4M
Pure Financial Advisors, LLC 0.03% Add +34.5% 3,711 $1.4M
Fort Sheridan Advisors LLC 0.22% Add +1.7% 3,703 $1.4M
Embree Financial Group 0.25% Add +0.9% 3,702 $1.4M
Traction Financial Partners, LLC 1.11% Add +0.0% 3,700 $1.4M
Arq Wealth Advisors, LLC 0.54% Reduce -0.6% 3,778 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,678 $1.4M
Twin Lakes Capital Management, LLC 0.91% Add +0.3% 3,674 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +2.2% 3,668 $1.4M
Advocate Group LLC 0.25% No change 3,649 $1.4M
CWA Asset Management Group, LLC 0.07% — 3,648 $1.4M
Provenance Wealth Advisors, LLC 0.17% No change 3,641 $1.4M
Northwest Bancshares, Inc. 0.24% Reduce -5.8% 3,631 $1.4M
Davis R M Inc. 0.03% Reduce -8.6% 3,630 $1.4M
Camelot Portfolios, LLC 1.36% Reduce -17.3% 3,604 $1.4M
KilterHowling LLC 0.87% Add +0.3% 3,593 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.51% Add +0.1% 3,579 $1.4M
Benjamin Edwards Inc. 0.02% Add +919.7% 3,569 $1.4M
Summit Financial Strategies, Inc. 0.15% Reduce -1.8% 3,556 $1.4M
LaFleur & Godfrey LLC 0.19% Add +4.8% 3,550 $1.4M
Accel Wealth Management 0.51% Reduce -0.5% 3,538 $1.4M
Meritage Portfolio Management 0.08% Reduce -0.2% 3,520 $1.4M
RTD Financial Advisors, Inc. 0.17% Reduce -3.5% 3,517 $1.4M
Endowment Wealth Management, Inc. 0.89% Add +16.4% 3,516 $1.4M
LRI Investments, LLC 0.13% No change 3,319 $1.3M
HBW Advisory Services LLC 0.20% Reduce -1.8% 3,502 $1.3M
Strategic Wealth Investment Group, LLC 0.14% Add +98.5% 3,539 $1.3M
Ruggaard & Associates LLC 0.58% Add +8.2% 3,485 $1.3M
Harbor Group, Inc. 0.31% Reduce -0.1% 3,470 $1.3M
Absolute Capital Management, LLC 0.79% Add +11.6% 3,464 $1.3M
Thomasville National Bank 0.10% Add +17.1% 3,446 $1.3M
Rockbridge Investment Management, LCC 0.17% Reduce -1.0% 3,435 $1.3M
T. Rowe Price Associates Inc. 0.00% Add +18.6% 3,426 $1.3M
First National Bank Sioux Falls 0.60% Reduce -1.6% 3,419 $1.3M
Sonoma Private Wealth LLC 2.04% Reduce -4.5% 3,413 $1.3M
Fiducient Advisors LLC 0.15% Add +7.8% 3,412 $1.3M
Canandaigua National Bank & Trust Co. 0.12% Reduce -0.2% 3,401 $1.3M
Arrow Investment Advisors, LLC 1.21% Reduce -6.9% 3,398 $1.3M
Patriot Investment Management Group, Inc. 0.10% Add +6.1% 3,372 $1.3M
Eldridge Investment Advisors, Inc. 0.30% No change 3,367 $1.3M
American Trust 0.11% Reduce -94.0% 3,361 $1.3M
Curtis Advisory Group, LLC 0.37% Reduce -0.3% 3,355 $1.3M
Boston Trust Walden Corp 0.01% No change 3,334 $1.3M
Fort Pitt Capital Group, LLC 0.04% Add +1.4% 3,322 $1.3M
Quadrant Capital Group LLC 0.09% Add +4.1% 3,311 $1.3M
Hoxton Planning & Management, LLC 0.49% Reduce -2.0% 3,307 $1.3M
Westmount Partners, LLC 0.38% Add +0.0% 3,292 $1.3M
New England Private Wealth Advisors LLC 0.20% Add +5.0% 3,286 $1.3M
Pinnacle Associates Ltd. 0.02% Reduce -18.4% 4,031 $1.3M
Wealth Architects, LLC 0.14% Add +44.0% 3,245 $1.2M
Community Bank of Raymore 0.94% Reduce -11.6% 3,242 $1.2M
Viawealth, LLC 0.72% Reduce -3.9% 3,235 $1.2M
Chapin Davis, Inc. 0.40% Add +2.4% 3,227 $1.2M
Everstar Asset Management, LLC 0.85% — 3,226 $1.2M
Cypress Financial Planning LLC 0.46% Add +134.1% 3,224 $1.2M
Fiduciary Financial Group, LLC 0.28% No change 3,200 $1.2M
First Command Advisory Services, Inc. 0.01% Add +44.5% 3,204 $1.2M
Creekmur Asset Management LLC 0.29% Add +0.2% 3,204 $1.2M
Glenview Trust Co 0.02% Add +8.0% 3,201 $1.2M
Alpha Cubed Investments, LLC 0.05% Add +0.1% 3,193 $1.2M
Tectonic Advisors LLC 0.08% Add +7.5% 3,187 $1.2M
Gallagher Fiduciary Advisors, LLC 0.25% Reduce -79.1% 3,186 $1.2M
Independence Bank of Kentucky 0.26% No change 3,181 $1.2M
LifePro Asset Management 0.74% Reduce -0.7% 3,168 $1.2M
Operose Advisors LLC 0.39% Add +14.3% 3,166 $1.2M
Wrapmanager Inc. 0.31% Reduce -5.1% 3,166 $1.2M
Matrix Asset Advisors Inc. 0.13% Add +3.4% 3,152 $1.2M
Bank of New Hampshire 0.30% Add +21.2% 3,136 $1.2M
Scarborough Advisors, LLC 0.19% New 3,134 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,130 $1.2M
Americana Partners, LLC 0.08% No change 3,117 $1.2M
WealthCare Investment Partners, LLC 0.52% Add +17.7% 3,154 $1.2M
Detalus Advisors, LLC 0.40% Add +1.3% 3,111 $1.2M
Breakwater Investment Management 0.50% No change 3,108 $1.2M
Claro Advisors Inc. 0.15% Add +9.3% 3,103 $1.2M
Klingman & Associates, LLC 0.07% Reduce -11.1% 3,087 $1.2M
Breakwater Capital Group 0.24% Add +2.6% 3,086 $1.2M
Shepherd Kaplan Krochuk, LLC 0.89% Add +0.2% 3,083 $1.2M
Clark Capital Management Group, Inc. 0.01% Add +30.3% 3,081 $1.2M
Flagship Private Wealth, LLC 0.61% Reduce -2.8% 3,076 $1.2M
HF Advisory Group, LLC 0.55% Reduce -1.5% 3,075 $1.2M
Fielder Capital Group LLC 0.39% Add +0.1% 3,065 $1.2M
WBH Advisory Inc. 0.11% Reduce -3.7% 3,058 $1.2M
Towneley Capital Management, Inc / DE 0.27% Reduce -33.7% 3,056 $1.2M
Sfm, LLC 0.88% No change 3,041 $1.2M
Private Capital Management LLC 0.21% Reduce -3.2% 3,027 $1.2M
Caldwell Trust Co 0.12% No change 3,027 $1.2M
National Bank of Canada 0.00% Add +18.6% 3,025 $1.2M
Solstein Capital, LLC 0.61% Add +254.3% 3,008 $1.2M
Mb, Levis & Associates, LLC 0.57% Add +0.2% 3,001 $1.2M
Delta Capital Management LLC 0.67% No change 3,000 $1.2M
Deutsche Bank AG 0.00% Reduce -8.6% 2,999 $1.2M
Old National Bancorp 0.03% Add +3.2% 2,991 $1.1M
Caldwell Sutter Capital, Inc. 0.53% Reduce -4.9% 2,981 $1.1M
Bull Oak Capital, LLC 0.66% New 2,981 $1.1M
CVA Family Office, LLC 0.18% Reduce -3.0% 2,969 $1.1M
Wealthquest Corp 0.10% Add +7.6% 3,003 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +10.2% 2,963 $1.1M
RKL Wealth Management LLC 0.10% Reduce -1.8% 2,949 $1.1M
Aprio Wealth Management, LLC 0.18% Add +3.6% 2,945 $1.1M
Noesis Capital Mangement Corp. 0.22% Add +10.6% 2,934 $1.1M
Madden Advisory Services, Inc. 0.51% Add +21.3% 2,921 $1.1M
Ascentis Independent Advisors 0.17% Add +9.0% 2,917 $1.1M
Marion Wealth Management 0.30% Reduce -0.2% 2,916 $1.1M
My Legacy Advisors, LLC 0.44% Reduce -37.3% 2,907 $1.1M
Mayflower Financial Advisors, LLC 0.17% Reduce -5.3% 2,900 $1.1M
Avantax Planning Partners, Inc. 0.04% Add +4.2% 2,900 $1.1M
Sonora Investment Management Group, LLC 0.08% Add +5.4% 2,897 $1.1M
Cornell Pochily Investment Advisors, Inc. 0.38% Reduce -0.9% 2,879 $1.1M
Shepherd Financial Partners LLC 0.13% Add +5.9% 2,877 $1.1M
Alpha Omega Wealth Management LLC 0.20% Reduce -5.3% 2,871 $1.1M
Oxford Financial Group, LTD. LLC 0.07% Add +51.5% 2,865 $1.1M
Verus Capital Partners, LLC 0.11% Reduce -0.5% 2,863 $1.1M
Linscomb Wealth, Inc. 0.05% No change 2,853 $1.1M
Sandy Cove Advisors, LLC 0.45% Reduce -9.0% 2,852 $1.1M
Talon Private Wealth, LLC 0.23% — 2,851 $1.1M
Cooper Financial Group 0.14% Reduce -6.3% 2,836 $1.1M
Waterfront Wealth Inc. 0.27% Add +22.9% 2,754 $1.1M
Kestra Investment Management, LLC 0.05% New 2,813 $1.1M
Silver Oak Securities, Incorporated 0.11% Reduce -62.2% 2,913 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% Add +11.4% 2,795 $1.1M
Prosperity Consulting Group, LLC 0.08% Add +16.3% 2,795 $1.1M
Zacks Investment Management 0.01% Add +0.7% 2,786 $1.1M
Cohen Investment Advisors LLC 0.65% Reduce -4.5% 2,769 $1.1M
Tsfg, LLC 0.23% Add +5.2% 2,767 $1.1M
Badgley Phelps Wealth Managers, LLC 0.02% Add +4.2% 2,735 $1.1M
LPWM LLC 0.34% Reduce -0.6% 2,767 $1.0M
Farmers & Merchants Investments Inc. 0.03% Reduce -3.4% 2,729 $1.0M
Circle Wealth Management, LLC 0.02% Reduce -18.1% 2,721 $1.0M
Lincoln Capital LLC 0.22% Reduce -5.3% 2,709 $1.0M
Aviso Wealth Management 0.56% No change 2,702 $1.0M
Symmetry Partners, LLC 0.25% New 2,701 $1.0M
Worth Asset Management, LLC 0.56% New 2,694 $1.0M
Carmichael Hill & Associates, Inc. 0.38% Reduce -27.1% 2,688 $1.0M
TBH Global Asset Management, LLC 0.22% Reduce -0.5% 2,681 $1.0M
Raleigh Capital Management Inc. 0.40% Reduce -1.4% 2,680 $1.0M
Frank, Rimerman Advisors LLC 0.07% No change 2,668 $1.0M
Primoris Wealth Advisors, LLC 0.74% Add +5.2% 2,680 $1.0M
Haverford Trust Co 0.01% Reduce -10.0% 2,661 $1.0M
Winthrop Advisory Group LLC 0.13% Add +5.7% 2,658 $1.0M
Collective Family Office LLC 0.28% Reduce -0.5% 2,653 $1.0M
Freedom Investment Management, Inc. 0.08% Reduce -9.2% 2,637 $1.0M
Jacobi Capital Management LLC 0.08% Reduce -0.9% 2,623 $1.0M
SteelPeak Wealth, LLC 0.04% Add +3.8% 2,620 $1.0M
Farmers Trust Co. 0.19% Add +6.2% 2,619 $1.0M
Mezzasalma Advisors, LLC 0.40% Add +178.0% 2,613 $1.0M
Valley National Advisers Inc. 0.18% Reduce -3.0% 2,613 $1.0M
FinTrust Capital Advisors, LLC 0.17% Reduce -16.2% 2,601 $999K
Lifeworks Advisors, LLC 0.20% New 2,600 $998K
Bremer Bank National Association 0.19% No change 2,597 $997K
Lavaca Capital LLC 0.48% Add +0.3% 2,596 $997K
TCI Wealth Advisors, Inc. 0.08% Add +18.6% 2,595 $996K
Jennison Associates LLC 0.00% Add +219.4% 2,590 $994K
CGC Financial Services, LLC 0.40% Add +6.6% 2,581 $991K
Interchange Capital Partners, LLC 0.35% Reduce -12.1% 2,563 $984K
Baker Avenue Asset Management, LP 0.03% Add +19.9% 2,562 $984K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -0.5% 2,511 $981K
Bouchey Financial Group, Ltd. 0.09% No change 2,552 $980K
Semus Wealth Partners LLC 0.69% Reduce -16.4% 2,551 $979K
Indiana Trust & Investment Management Co 0.33% Add +16.4% 2,546 $977K
Focused Wealth Management, Inc 0.13% Add +0.8% 2,545 $977K
Wesbanco Bank Inc. 0.03% Reduce -7.9% 2,531 $972K
Winslow Capital Management, LLC 0.00% Add +39.4% 2,531 $972K
RHS Financial, LLC 0.49% New 2,525 $969K
Twin City Private Wealth, LLC 0.84% Add +8.5% 2,519 $967K
180 Wealth Advisors, LLC 0.15% Reduce -3.9% 2,515 $966K
Convergence Financial, LLC 0.20% Reduce -16.1% 2,513 $965K
Tenon Financial LLC 0.64% No change 2,512 $964K
Grant/GrossMendelsohn, LLC 0.42% Add +6.9% 2,510 $964K
Swmg, LLC 0.40% Reduce -24.9% 2,349 $960K
Northstar Advisory Group, LLC 0.50% Reduce -8.8% 2,499 $959K
Bridgewealth Advisory Group, LLC 0.35% Reduce -4.9% 2,497 $959K
Jaffetilchin Investment Partners, LLC 0.07% Add +52.7% 2,497 $959K
Rather & Kittrell, Inc. 0.23% Add +50.4% 2,490 $956K
Qube Research & Technologies Ltd 0.00% Reduce -23.9% 2,490 $956K
Legacy Advisors, LLC 0.10% No change 2,487 $955K
Trademark Financial Management, LLC 0.75% Reduce -6.0% 2,471 $949K
Verity Asset Management, Inc. 0.36% Reduce -5.9% 2,468 $947K
PDS Planning, Inc 0.08% Reduce -2.7% 2,458 $944K
Trust Co. of Vermont 0.05% No change 2,448 $940K
Private Advisory Group LLC 0.12% Add +0.2% 2,447 $939K
Alaska Wealth Advisors, LLC 0.14% Reduce -0.0% 2,439 $936K
Herold Advisors, Inc. 0.20% No change 2,438 $936K
Libra Wealth LLC 0.37% No change 2,435 $935K
Talisman Wealth Advisors LLC 0.98% Add +0.1% 2,442 $934K
Atlantic Edge Private Wealth Management, LLC 0.28% Reduce -30.4% 2,432 $934K
Cosner Financial Group, LLC 0.60% No change 2,425 $931K
Athena Investment Management 0.53% Add +1.1% 2,420 $929K
Sage Financial Management Group, Inc. 0.36% New 2,421 $929K
Wealth Advisors of Iowa, LLC 0.47% New 2,419 $929K
Capital Asset Advisory Services LLC 0.05% Add +23.2% 2,409 $928K
Apella Capital, LLC 0.04% Reduce -0.1% 2,431 $922K
Archer Investment Corp 0.25% Add +6.5% 2,397 $920K
Stablepoint Partners, LLC 0.17% Reduce -2.0% 2,396 $920K
Alley Investment Management Company, LLC 0.12% Reduce -8.0% 2,392 $918K
Evolution Wealth Advisors, LLC 0.16% No change 2,380 $914K
First Commonwealth Financial Corp 0.22% Reduce -5.5% 2,369 $910K
Beacon Financial Advisory LLC 0.31% Reduce -1.4% 2,367 $909K
Investmark Advisory Group LLC 0.44% Add +1.0% 2,366 $908K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -1.5% 2,354 $904K
Mainstay Capital Management LLC 0.15% No change 2,350 $902K
BlackRock, Inc. 0.00% — 2,336 $897K
Tanglewood Legacy Advisors, LLC 0.40% No change 2,335 $896K
First Manhattan Co. Llc. 0.00% No change 2,334 $896K
Conservest Capital Advisors, Inc. 0.09% No change 2,597 $894K
Hilltop National Bank 0.27% Reduce -31.9% 2,325 $893K
Brown Miller Wealth Management, LLC 0.35% No change 2,319 $890K
Tudor Financial Inc. 0.55% — 2,310 $887K
Myecfo, LLC 0.48% Add +3.1% 2,306 $885K
Faithward Advisors, LLC 0.15% New 2,306 $885K
GAMMA Investing LLC 0.09% Add +11.1% 2,301 $883K
FRG Family Wealth Advisors LLC 0.16% No change 2,298 $882K
Fortis Capital Advisors, LLC 0.29% Reduce -3.0% 2,294 $881K
Florida Financial Advisors, LLC 0.45% Add +75.4% 2,294 $881K
Carret Asset Management, LLC 0.10% Reduce -1.3% 2,281 $876K
Headinvest, LLC 0.16% No change 2,274 $873K
Tocqueville Asset Management L.P. 0.01% Reduce -5.6% 2,274 $873K
Hilltop Wealth Advisors, LLC 0.41% Reduce -0.0% 2,266 $870K
Horizon Investment Services, LLC 0.37% Add +6.9% 2,264 $869K
Graypoint LLC 0.06% No change 2,249 $864K
Black Swift Group, LLC 0.19% No change 2,244 $862K
Intellectus Partners, LLC 0.22% No change 2,240 $860K
First National Trust Co 0.03% Add +1.6% 2,239 $860K
Guardian Wealth Advisors, LLC / NC 0.09% Add +0.1% 2,235 $858K
Money Concepts Capital Corp. 0.06% Add +14.0% 2,221 $853K
Colonial River Investments, LLC 0.42% Reduce -3.5% 2,207 $847K
Burkett Financial Services, LLC 0.35% Reduce -0.3% 2,204 $846K
AAF Wealth Management, LLC 0.43% Add +0.5% 2,204 $846K
Strategic Financial Services, Inc. 0.05% Reduce -2.9% 2,203 $846K
Shelton Capital Management 0.02% No change 2,200 $845K
Norden Group LLC 0.10% Add +54.4% 2,197 $843K
Wealth Dimensions Group, Ltd. 0.21% Reduce -0.7% 2,196 $843K
Richard W. Paul & Associates, LLC 0.30% Reduce -7.6% 2,194 $842K
Towercrest Capital Management 0.14% No change 2,191 $841K
Proffitt & Goodson Inc. 0.14% Reduce -3.2% 2,178 $836K
Cynosure Group, LLC 0.12% Reduce -9.1% 2,158 $829K
Willner & Heller, LLC 0.74% Reduce -1.6% 2,151 $826K
Traynor Capital Management, Inc. 0.07% Add +35.6% 2,149 $825K
Aufman Associates Inc 0.53% Add +278.8% 2,148 $825K
McLean Asset Management Corp 0.25% No change 2,146 $823K
Fingerlakes Wealth Management, Inc. 0.68% Reduce -0.5% 2,141 $822K
Patton Albertson Miller Group, LLC 0.11% Reduce -6.6% 2,131 $818K
Petra Financial Advisors Inc. 0.54% Reduce -0.2% 2,124 $815K
Northwest Wealth Management, LLC 0.19% Add +8.7% 2,120 $814K
Waller Financial Planning Group, Inc. 0.20% Add +11.5% 2,107 $809K
DiNuzzo Private Wealth, Inc. 0.10% No change 2,102 $807K
Shayne & Jacobs, LLC 0.20% No change 2,100 $806K
Annex Advisory Services, LLC 0.03% Reduce -9.7% 2,094 $804K
Boyd Watterson Asset Management LLC 0.22% No change 2,089 $802K
Northwest Capital Management Inc 0.29% No change 2,078 $798K
Pekin Hardy Strauss, Inc. 0.10% Add +1.2% 2,078 $798K
W Advisors, LLC 0.49% Reduce -1.1% 2,076 $797K
Atlantic Union Bankshares Corp 0.05% Reduce -2.6% 2,075 $797K
Bogart Wealth, LLC 0.04% Reduce -7.2% 2,073 $796K
IFG Advisors, LLC 0.17% Add +1.3% 2,070 $795K
Capital Group Private Client Services, Inc. 0.01% Reduce -1.7% 2,062 $792K
Windsor Capital Management, LLC 0.23% Add +0.1% 2,062 $792K
Redwood Financial Network Corp 0.62% Reduce -1.6% 2,058 $790K
Long Island Wealth Management, Inc. 0.52% Reduce -5.0% 2,049 $787K
Pacific Sun Financial Corp 0.43% Reduce -1.0% 2,048 $786K
DLK Investment Management, LLC 0.30% No change 2,043 $784K
BOS Asset Management, LLC 0.29% Reduce -0.4% 2,036 $782K
GM Advisory Group, LLC 0.05% Add +75.2% 2,030 $780K
Silver Coast Investments LLC 0.29% Add +3.5% 2,027 $778K
Empirical Asset Management, LLC 0.28% No change 2,020 $776K
L & S Advisors Inc 0.09% Add +1.1% 2,020 $776K
One Wealth Advisors, LLC 0.12% Reduce -7.1% 2,019 $775K
Meridian Wealth Advisors, LLC 0.13% No change 2,016 $774K
Householder Group Estate & Retirement Specialist, LLC 0.23% Reduce -28.1% 2,013 $773K
Mason Investment Advisory Services, Inc. 0.05% Add +14.7% 2,012 $772K
River Wealth Advisors LLC 0.10% Add +114.3% 2,010 $772K
Hemington Wealth Management 0.21% No change 2,014 $771K
Sterling Financial Planning, Inc. 0.28% Add +1.0% 2,007 $771K
Northwest Investment Counselors, LLC 0.17% Add +0.2% 2,005 $770K
O'Dell Group, LLC 0.17% Add +61.8% 1,996 $766K
Harmony Asset Management LLC 0.28% Add +11.1% 1,996 $766K
LJI Wealth Management, LLC 0.16% Add +7.3% 1,994 $766K
Frontier Asset Management, LLC 0.25% Add +134.2% 1,993 $765K
Scotia Capital Inc. 0.00% Reduce -93.9% 1,993 $765K
Berkshire Asset Management LLC 0.04% No change 2,044 $764K
YHB Investment Advisors, Inc. 0.06% Add +1.6% 1,991 $764K
Channel Wealth LLC 0.25% Add +29.6% 1,989 $764K
Apollon Financial, LLC 0.22% Reduce -4.0% 1,982 $761K
Shared Vision Wealth Group LLC 0.41% No change 1,978 $760K
Eastern Bank 0.01% New 1,972 $757K
Wolf Group Capital Advisors 0.36% Add +25.4% 2,663 $754K
Zega Financial, LLC 0.25% Add +0.3% 1,955 $750K
Simplicity Wealth,LLC 0.07% Reduce -92.1% 1,944 $746K
Freestone Capital Holdings, LLC 0.03% Add +5.2% 1,938 $744K
Fairhaven Wealth Management, LLC 0.23% No change 1,937 $744K
Two Sigma Securities, LLC 0.06% New 1,930 $741K
S.A. Mason LLC 0.39% No change 1,928 $740K
McNamara Financial Services, Inc. 0.15% Reduce -25.7% 1,926 $739K
Orgel Wealth Management, LLC 0.02% Reduce -1.0% 1,922 $738K
First International Bank & Trust 0.24% Reduce -13.2% 1,916 $736K
Quartz Partners, LLC 0.46% — 1,910 $733K
Petredis Investment Advisors LLC 0.08% Add +2.4% 1,908 $733K
Ellsworth Advisors, LLC 0.19% Add +22.5% 1,893 $727K
Navalign, LLC 0.21% Reduce -14.7% 1,891 $726K
Alliance Wealth Management Group 0.19% No change 1,891 $726K
Cornerstone Advisors Asset Management, LLC 0.16% Add +0.3% 1,886 $724K
Net Worth Advisory Group 0.21% — 1,867 $717K
BBR Partners, LLC 0.05% Add +12.3% 1,866 $716K
Maltin Wealth Management, Inc. 0.35% Reduce -0.8% 1,864 $716K
World Equity Group, Inc. 0.26% Add +8.4% 1,861 $715K
Thompson Davis & Co., Inc. 0.53% Add +2.1% 1,857 $713K
Catalina Capital Group, LLC 0.24% Add +2.0% 1,854 $712K
9258 Wealth Management, LLC 0.11% Reduce -33.6% 1,854 $712K
Atlantic Private Wealth, LLC 0.54% Reduce -1.4% 1,853 $712K
Foster Group, Inc. 0.03% Add +40.8% 1,847 $709K
Stock Yards Bank & Trust Co. 0.02% Add +3.1% 1,847 $709K
Syverson Strege & Co 0.24% Reduce -5.4% 1,843 $708K
AMG National Trust Bank 0.02% Reduce -13.0% 1,842 $707K
Valued Retirements, Inc. 0.97% Add +0.2% 1,840 $706K
TruWealth Advisors, LLC 0.04% Add +0.1% 1,839 $706K
German American Bancorp, Inc. 0.07% No change 1,838 $706K
Ullmann Wealth Partners Group, LLC 0.09% No change 1,833 $704K
Congress Asset Management Co. 0.00% Add +0.8% 1,827 $701K
HUB Investment Partners, LLC 0.03% Reduce -6.4% 1,823 $700K
New Perspectives, Inc 0.37% No change 1,819 $698K
Buttonwood Financial Advisors Inc. 0.30% Add +32.5% 1,816 $697K
Gateway Wealth Partners, LLC 0.19% Add +116.6% 1,813 $696K
Balanced Rock Investment Advisors LLC 0.55% Reduce -4.7% 1,811 $695K
WASHINGTON TRUST Co 0.02% No change 1,808 $694K
Vision Capital Management, Inc. 0.10% No change 1,806 $693K
Elwood & Goetz Wealth Advisory Group, LLC 0.17% No change 1,805 $693K
Berkeley Capital Partners, LLC 0.20% Reduce -0.3% 1,802 $692K
Narwhal Capital Management 0.06% No change 1,800 $691K
Arrowroot Family Office, LLC 0.40% Reduce -4.7% 1,796 $690K
Strategic Wealth Partners, Ltd. 0.07% Reduce -8.9% 1,787 $686K
First Bancorp, Inc 0.48% Reduce -5.6% 1,787 $686K
Amara Financial, Llc. 0.66% — 1,786 $686K
Means Investment Co., Inc. 0.08% Add +0.2% 1,784 $685K
Country Trust Bank 0.02% No change 1,781 $684K
TRUE Private Wealth Advisors 0.08% Add +3.7% 1,769 $679K
Fi3 FINANCIAL ADVISORS, LLC 0.27% Add +0.2% 1,762 $676K
Ally Invest Advisors Inc. 0.06% Reduce -10.2% 1,761 $676K
Larson Financial Group LLC 0.04% Reduce -28.1% 1,761 $676K
MKT Advisors LLC 0.32% Add +0.1% 1,782 $676K
Prosperity Financial Group, Inc. 0.38% Add +7.0% 1,759 $675K
Winch Advisory Services, LLC 0.19% Add +78.7% 1,757 $675K
Octavia Wealth Advisors, LLC 0.08% Reduce -19.6% 1,753 $673K
Quantbot Technologies LP 0.03% Add +36.0% 1,748 $671K
GeoWealth Management, LLC 0.02% Add +39.7% 1,748 $671K
Dynamic Wealth Strategies, LLC 0.55% Reduce -2.7% 1,746 $670K
Heritage Wealth Advisors 0.03% Add +259.0% 1,741 $668K
Modern Wealth Management, LLC 0.04% Add +13.2% 1,739 $668K
RDA Financial Network 0.21% Add +1.2% 1,738 $667K
Shira Ridge Wealth Management 0.34% Reduce -0.2% 1,730 $664K
Chemistry Wealth Management LLC 0.16% Add +16.1% 1,723 $662K
Trivium Point Advisory, LLC 0.09% Add +3.6% 1,619 $662K
Wealth Management Partners, LLC 0.31% Reduce -15.0% 1,723 $662K
Crescent Grove Advisors, LLC 0.07% No change 1,721 $661K
King Wealth Management Group 0.10% No change 1,718 $660K
Fiduciary Group, LLC 0.07% Add +0.1% 1,719 $660K
Firestone Capital Management 0.17% Add +50.0% 1,718 $660K
Full Sail Capital, LLC 0.04% No change 1,717 $659K
Grove Bank & Trust 0.10% Add +979.3% 1,716 $659K
Holderness Investments Co. 0.14% Reduce -7.7% 1,706 $655K
Colton Groome Financial Advisors, LLC 0.24% Reduce -2.9% 1,704 $654K
Team Hewins, LLC 0.25% Add +30.8% 1,703 $654K
Alpine Woods Capital Investors, LLC 0.11% No change 1,600 $654K
TrueWealth Advisors, LLC 0.22% Reduce -34.8% 1,701 $653K
FSA Advisors, Inc. 0.65% Reduce -17.4% 1,704 $652K
First Foundation Advisors 0.02% Reduce -18.1% 1,699 $652K
Seneca Financial Advisors LLC 0.32% No change 1,693 $650K
Beese Fulmer Investment Management, Inc. 0.06% Add +0.3% 1,692 $650K
Sfmg, LLC 0.05% Add +2.1% 1,689 $648K
AF Advisors, Inc. 0.09% No change 1,685 $647K
Sierra Summit Advisors LLC 0.15% Reduce -32.7% 1,682 $646K
Foster Dykema Cabot & Partners, LLC 0.05% New 1,673 $642K
CFO4Life Group, LLC 0.11% Add +0.2% 1,670 $641K
XML Financial, LLC 0.06% Add +10.1% 1,666 $640K
Blue Chip Partners, LLC 0.06% Add +0.2% 1,662 $638K
Accredited Investors Inc. 0.04% No change 1,644 $631K
Tanager Wealth Management LLP 0.08% Add +39.6% 1,642 $630K
National Wealth Management Group, LLC 0.43% Add +10.6% 1,635 $628K
Center For Asset Management LLC 0.37% Add +1.3% 1,623 $623K
Spinnaker Trust 0.04% Add +44.0% 1,613 $619K
Flower City Capital 0.36% No change 1,610 $618K
WealthPLAN Partners, LLC 0.08% No change 1,601 $615K
Capital Advisors Inc. 0.01% No change 1,598 $614K
Colonial Trust Co / SC 0.09% Add +0.6% 1,597 $613K
FAS Wealth Partners, Inc. 0.05% Reduce -0.9% 1,589 $610K
Gilbert & Cook, Inc. 0.08% Reduce -6.6% 1,585 $609K
Ti-Trust, Inc. 0.43% Reduce -4.2% 1,570 $603K
Beacon Wealthcare LLC 0.24% New 1,565 $601K
Well Done, LLC 0.11% No change 1,562 $600K
SFG Wealth Management, LLC. 0.32% Reduce -19.3% 1,550 $595K
Eagle Bay Advisors LLC 0.22% Reduce -7.5% 1,524 $585K
Essex LLC 0.12% Add +114.7% 1,524 $585K
Morton Capital Management LLC 0.11% No change 1,517 $582K
FSA Wealth Management LLC 0.23% — 1,516 $582K
Meridian Financial Advisors, LLC 0.39% No change 1,507 $579K
Vance Wealth, LLC 0.22% Add +1.4% 1,506 $578K
First Business Financial Services, Inc. 0.06% No change 1,502 $577K
Cannell & Spears LLC 0.01% No change 1,494 $574K
Chilton Capital Management LLC 0.02% Add +9.8% 1,493 $573K
Townsend Asset Management Corp. /NC/ 0.21% Add +2.8% 1,492 $573K
Fiduciary Trust Co 0.01% New 1,491 $572K
Valtinson Bruner Financial Planning LLC 0.20% Add +148.3% 1,490 $572K
Capital Advisors Wealth Management, LLC 0.11% Add +12.8% 1,486 $571K
Pinnacle Family Advisors, LLC 0.30% Add +6.0% 1,484 $570K
Unique Wealth Strategies, LLC 0.25% Reduce -22.6% 1,484 $570K
Welch Group, LLC 0.02% Reduce -29.4% 1,482 $569K
Rowlandmiller & Partners.adv 0.12% No change 1,475 $566K
American Financial & Tax Strategies Inc. 0.29% No change 1,474 $566K
Financial Futures Ltd Liability Co. 0.32% No change 1,470 $564K
Lynx Investment Advisory 0.41% Add +3.8% 1,470 $564K
Clarity Financial LLC 0.07% Reduce -20.6% 1,469 $564K
Denver Wealth Management, Inc. 0.26% Reduce -0.1% 1,466 $563K
RAM Investment Partners, LLC 0.15% Add +13.8% 1,465 $562K
Colonial Trust Advisors 0.05% No change 1,465 $562K
Edgestream Partners, L.P. 0.02% Reduce -38.6% 1,452 $557K
Landaas & Co. /Wi 0.15% Reduce -2.4% 1,434 $550K
Ballast Advisors LLC 0.17% Reduce -1.9% 1,431 $549K
JFG Wealth Management, LLC 0.15% No change 1,431 $549K
Baker Tilly Wealth Management, LLC 0.24% Reduce -3.6% 1,430 $549K
Independent Advisor Alliance 0.02% Add +2.9% 1,430 $549K
Fidelis Capital Partners, LLC 0.07% Add +100.4% 1,413 $548K
RiverFront Investment Group, LLC 0.01% Add +45.0% 1,428 $548K
Peoples Financial Services Corp. 0.25% Reduce -17.4% 1,421 $546K
Jackson Thornton Wealth Management, LLC 0.07% New 1,419 $545K
First Western Trust Bank 0.02% New 1,413 $542K
Keudell/Morrison Wealth Management 0.15% Add +2.5% 1,409 $541K
United Community Bank 0.21% Add +123.3% 1,400 $538K
Pettyjohn, Wood & White, Inc. 0.10% No change 1,400 $538K
Viewpoint Capital Management LLC 0.30% Add +0.1% 1,405 $537K
Landmark Wealth Management, Inc. 0.27% Add +0.1% 1,397 $536K
Bey-Douglas LLC 0.47% Reduce -8.1% 1,396 $536K
Capital Management Associates, Inc 0.22% Reduce -1.7% 1,396 $536K
Flagstar Securities, Inc. 0.14% Reduce -0.6% 1,394 $535K
Wealth Group Ltd 0.16% Reduce -2.5% 1,392 $534K
Lee Danner & Bass Inc. 0.04% No change 1,390 $534K
WP Advisors, LLC 0.20% Reduce -16.6% 1,391 $534K
J. W. Coons Advisors, LLC 0.10% Add +0.1% 1,389 $533K
Empire Financial Management Company, LLC 0.16% No change 1,380 $530K
Sterling Investment Advisors, Ltd. 0.13% No change 1,374 $528K
JB Capital LLC 0.03% Add +24.9% 1,371 $527K
Pointe Capital Management LLC 0.31% No change 1,366 $524K
Pittenger & Anderson Inc. 0.02% Add +54.1% 1,365 $524K
Benin Management CORP 0.15% Add +0.1% 1,361 $523K
Red Door Wealth Management, LLC 0.09% Reduce -19.9% 1,358 $521K
Allen Capital Group, LLC 0.07% Add +2.6% 1,355 $520K
Strid Group, LLC 0.08% Reduce -76.2% 1,353 $519K
Farrell Financial LLC 0.37% Add +1.5% 1,267 $517K
Iron Horse Wealth Management, LLC 0.18% No change 1,344 $516K
Ironwood Financial, llc 0.11% Add +18.0% 1,340 $514K
St. Clair Advisors, LLC 0.15% No change 1,339 $514K
Private Client Services, LLC 0.28% Reduce -8.2% 1,333 $512K
Hancock Whitney Corp. 0.02% No change 1,331 $511K
Cypress Wealth Services, LLC 0.11% No change 1,325 $509K
Dover Advisors, LLC 0.29% Reduce -8.4% 1,324 $508K
X-Square Capital, LLC 0.17% Add +16.2% 1,324 $508K
Financial Gravity Companies, Inc. 0.14% — 1,323 $508K
Hibernia Wealth Partners, LLC 0.18% New 1,318 $506K
Allred Capital Management, LLC 0.20% Add +0.1% 1,319 $506K
Keystone Wealth Services, LLC 0.14% Add +65.0% 1,317 $506K
Mosaic Financial Group, LLC 0.36% No change 1,315 $505K
Cladis Investment Advisory, LLC 0.35% No change 1,315 $505K
Welch & Forbes LLC 0.01% Add +22.2% 1,314 $504K
Financial Perspectives, Inc 0.17% Add +0.1% 1,313 $504K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.6% 1,306 $501K
Calamos Wealth Management LLC 0.03% Add +11.7% 1,302 $500K
Everpar Advisors LLC 0.26% Reduce -9.8% 1,301 $499K
Carlson Capital Management 0.02% No change 1,297 $498K
Slagle Financial, LLC 0.22% Add +0.7% 1,295 $497K
Gables Capital Management Inc. 0.25% Add +8.6% 1,293 $496K
MIdWestOne Financial Group, Inc. 0.07% No change 1,291 $496K
Valley Forge Investment Consultants Inc. Adv 0.17% Reduce -1.0% 1,290 $495K
Armstrong Advisory Group, Inc. 0.04% Add +6.7% 1,276 $490K
Pitcairn Co. 0.03% New 1,275 $490K
HFG Wealth Management, LLC 0.31% No change 1,308 $489K
Narus Financial Partners, LLC 0.18% Add +17.6% 1,272 $488K
Hobbs Group Advisors, LLC 0.17% No change 1,266 $486K
Van Hulzen Asset Management, LLC 0.04% Add +42.7% 1,266 $486K
Williamson Legacy Group, LLC 0.32% Add +6.7% 1,265 $486K
Clarity Wealth Advisors, LLC 0.14% Add +10.1% 1,264 $485K
FSM Wealth Advisors, LLC 0.13% Add +28.2% 1,264 $485K
Abacus Wealth Partners, LLC 0.07% Reduce -5.3% 1,260 $484K
MBE Wealth Management, LLC 0.26% Reduce -0.8% 1,250 $480K
Allen Investment Management, LLC 0.01% No change 1,250 $480K
Motive Wealth Advisors 0.29% No change 1,282 $479K
Rodgers Brothers Inc. 0.06% Reduce -19.1% 1,247 $479K
Weatherly Asset Management L. P. 0.04% No change 1,246 $478K
WealthBridge Capital Management, LLC 0.14% Reduce -3.6% 1,237 $475K
Christensen, King & Associates Investment Services, Inc. 0.22% Reduce -4.3% 1,232 $473K
L.M. Kohn & Company 0.12% Add +34.5% 1,231 $473K
Tucker Asset Management LLC 0.11% Add +8.5% 1,225 $470K
Elevation Point Wealth Partners, LLC 0.04% Add +0.1% 1,220 $468K
Latitude Advisors, LLC 0.26% Add +11.1% 1,219 $468K
Mason & Associates, LLC 0.14% No change 1,217 $467K
Westside Investment Management, Inc. 0.10% No change 1,217 $467K
Schnieders Capital Management LLC 0.09% Reduce -8.0% 1,215 $466K
Fragasso Financial Advisors Inc 0.04% Add +0.2% 1,214 $466K
Twele Capital Management, Inc. 0.10% Reduce -23.7% 1,210 $465K
Adero Partners, LLC 0.03% Add +40.9% 1,209 $464K
Arthur M. Cohen & Associates, LLC 0.08% Add +0.8% 1,217 $461K
FWL Investment Management, LLC 0.18% Reduce -2.0% 1,200 $461K
Monumental Financial Group Inc. 0.17% No change 1,200 $461K
DHJJ Financial Advisors, Ltd. 0.18% Reduce -0.2% 1,198 $460K
Continental Investors Services, Inc. 0.94% Reduce -6.3% 1,213 $460K
Westfuller Advisors, LLC 0.33% — 1,190 $457K
Pachira Investments Inc. 0.35% Reduce -2.1% 1,190 $457K
Mason & Associates Inc 0.11% Reduce -1.2% 1,189 $456K
Williams Jones Wealth Management, LLC. 0.01% Reduce -9.0% 1,189 $456K
Stockman Wealth Management, Inc. 0.07% Add +2.3% 1,185 $455K
Beacon Financial Strategies CORP 0.31% Reduce -5.6% 1,182 $454K
Sound Income Strategies, LLC 0.03% Add +116.1% 1,182 $454K
Transform Wealth, LLC 0.03% Add +8.9% 1,181 $453K
Diversify Wealth Management, LLC 0.04% New 1,165 $452K
Walker Asset Management, LLC 0.28% Add +0.1% 1,177 $452K
G&S Capital LLC 0.19% No change 1,174 $451K
Proactive Wealth Strategies LLC 0.25% — 1,170 $449K
Lyell Wealth Management, LP 0.04% Add +7.3% 1,169 $449K
waypoint wealth counsel 0.30% Add +6.3% 1,169 $449K
Roundview Capital LLC 0.03% Add +11.6% 1,169 $449K
Horan Capital Advisors, LLC. 0.15% No change 1,169 $449K
Bradley Foster & Sargent Inc. 0.01% Add +0.7% 1,168 $448K
Oxinas Partners, LLC 0.27% No change 1,167 $448K
Legacy Private Trust Co. 0.03% Add +13.2% 1,165 $447K
Syntegra Private Wealth Group, LLC 0.05% No change 1,164 $447K
Evernest Financial Advisors, LLC 0.12% Reduce -7.9% 1,158 $445K
Glassman Wealth Services 0.08% No change 1,153 $443K
FFT Wealth Management LLC 0.03% No change 1,153 $443K
Gries Financial LLC 0.08% Add +11.9% 1,152 $442K
Oxbow Advisors, LLC 0.04% Reduce -11.3% 1,141 $438K
WR Wealth Planners, LLC 0.12% Reduce -0.9% 1,139 $437K
First National Advisers, LLC 0.07% Add +21.9% 1,139 $437K
Verus Financial Partners, Inc. 0.05% Reduce -8.2% 1,154 $437K
Prosperity Wealth Management, Inc. 0.17% Add +2.7% 1,138 $437K
Wynn Capital, LLC 0.29% No change 1,138 $437K
Webster Bank, N. A. 0.05% Add +85.9% 1,136 $436K
Concorde Asset Management, LLC 0.25% Reduce -8.9% 1,135 $436K
Accelerate Investment Advisors LLC 0.42% — 1,133 $435K
Mairs & Power Inc. 0.00% No change 1,128 $433K
Pacifica Partners Inc. 0.18% No change 1,122 $431K
Garrett Wealth Advisory Group, LLC 0.11% Add +0.3% 1,119 $429K
Toews Corp. 0.06% Add +5.3% 1,118 $429K
TriaGen Wealth Management LLC 0.14% No change 1,116 $428K
Insight Wealth Strategies, LLC 0.06% Reduce -5.9% 1,114 $428K
Debussy Capital Management LP 0.12% No change 1,112 $427K
Collaborative Wealth Managment Inc. 0.19% Add +2.4% 1,109 $426K
Advanced Asset Management Advisors Inc 0.11% No change 1,138 $426K
Tennessee Valley Asset Management Partners 0.07% No change 1,098 $425K
Avestar Capital, LLC 0.05% No change 1,101 $423K
LVM Capital Management Ltd. 0.05% No change 1,126 $421K
John W. Brooker & Co., CPAs 0.19% Reduce -7.8% 1,096 $421K
Johnson Financial Group, LLC 0.05% Add +1.5% 1,095 $420K
Financial Management Network Inc. 0.09% Reduce -5.3% 1,096 $420K
Tyche Wealth Partners LLC 0.10% No change 1,094 $420K
TNF LLC 0.15% Add +1.2% 1,072 $419K
jvl associates llc 0.16% No change 1,089 $418K
Shoker Investment Counsel, Inc. 0.14% No change 1,086 $417K
First Nebraska Trust Co 0.04% No change 1,084 $416K
ARK & TLK Investments, LLC 0.15% Reduce -6.1% 1,083 $416K
Sepio Capital, LP 0.03% No change 1,082 $415K
GEM Asset Management, LLC 0.24% Reduce -2.8% 1,095 $415K
Saxony Capital Management, LLC 0.38% Add +69.6% 1,077 $413K
Hamilton Wealth, LLC 0.10% Reduce -10.6% 1,075 $413K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,073 $412K
North Star Investment Management Corp. 0.03% Add +4.0% 1,072 $412K
Rainey & Randall Wealth Advisors Inc. 0.09% Add +4.1% 1,069 $410K
Integrated Capital Management, LLC 0.22% — 1,067 $410K
Bernardo Wealth Planning LLC 0.10% Reduce -0.1% 1,053 $410K
Carnegie Lake Advisors LLC 0.16% — 1,066 $409K
Orleans Capital Management Corp. 0.23% Reduce -6.6% 1,065 $409K
High Falls Advisors, Inc 0.09% No change 1,064 $408K
D'Orazio & Associates, Inc. 0.06% Add +0.3% 1,064 $408K
BluePointe Capital Management, LLC 0.26% No change 1,062 $408K
MAS Advisors LLC 0.87% Add +5.2% 1,061 $407K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,061 $407K
Zullo Investment Group, Inc. 0.17% No change 1,060 $407K
BancFirst Trust & Investment Management 0.14% Reduce -16.4% 1,059 $405K
Second Line Capital, LLC 0.11% Reduce -3.5% 1,053 $404K
Horizon Financial Services, LLC 0.24% No change 1,050 $403K
DDD Partners, LLC 0.04% No change 1,049 $403K
West Oak Capital, LLC 0.20% No change 1,048 $402K
Turtle Creek Wealth Advisors, LLC 0.08% No change 1,043 $400K
TCFG Wealth Management, LLC 0.20% — 1,041 $400K
WealthTrust Axiom LLC 0.12% No change 1,041 $400K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -16.2% 1,038 $399K
Quad-Cities Investment Group, LLC 0.20% Add +3.0% 1,035 $397K
Acorn Wealth Advisors, LLC 0.17% Reduce -11.0% 1,034 $397K
Summit Wealth & Retirement Planning, Inc. 0.13% New 1,032 $396K
EPG Wealth Management LLC 0.10% Add +0.0% 1,032 $396K
New Century Financial Group, LLC 0.14% Reduce -2.0% 1,029 $395K
Granite FO LLC 0.22% No change 1,028 $395K
Old Mission Capital LLC 0.01% New 1,026 $394K
Horan Securities, Inc. 0.15% Reduce -10.4% 1,026 $394K
TFG Advisers LLC 0.14% Add +0.2% 1,026 $394K
Cascade Financial Partners, LLC 0.05% Reduce -3.9% 1,000 $394K
Lanark Financial, Inc. 0.03% Add +7.6% 1,023 $392K
F/m Investments LLC 0.01% Reduce -78.5% 1,020 $392K
StoneCrest Wealth Management, Inc. 0.28% Add +40.4% 1,011 $388K
Capital Square, LLC 0.24% Add +12.4% 1,009 $388K
Precedent Wealth Partners, LLC 0.13% No change 1,006 $386K
Signature Resources Capital Management, LLC 0.35% Reduce -8.1% 1,005 $386K
AEGON USA Investment Management, LLC 0.38% New 1,002 $385K
Fairfield, Bush & Co. 0.23% Add +15.5% 1,000 $384K
Chartist Inc. 0.20% No change 1,000 $384K
Cornerstone National Bank & Trust Co 0.17% No change 1,000 $384K
Financial Partners Group, LLC 0.14% No change 1,000 $384K
Cape Cod Five Cents Savings Bank 0.04% No change 1,000 $384K
Fort Washington Investment Advisors Inc. 0.00% No change 999 $384K
Pacific Sage Partners, LLC 0.09% No change 998 $383K
Braun-Bostich & Associates Inc. 0.27% No change 995 $382K
Weitzel Financial Services, Inc. 0.18% Add +10.3% 1,005 $382K
Creekside Partners 0.20% Add +1.4% 991 $380K
Perkins Coie Trust Co 0.08% No change 991 $380K
WFA of San Diego, LLC 0.32% Add +44.3% 990 $380K
Sensible Money, LLC 0.17% No change 990 $380K
Fiduciary Family Office, LLC 0.13% No change 988 $379K
NewSquare Capital LLC 0.03% New 986 $379K
Capstone Wealth Management Group, LLC 0.22% Add +0.3% 986 $378K
Forbes Financial Planning, Inc. 0.27% No change 982 $377K
FourThought Financial Partners, LLC 0.04% Add +8.3% 980 $376K
Gallacher Capital Management LLC 0.17% Reduce -2.5% 976 $375K
Bailard, Inc. 0.01% No change 975 $374K
Fairscale Capital, LLC 0.33% No change 972 $373K
Lumbard & Kellner, LLC 0.16% New 972 $373K
Kearns & Associates LLC 0.24% New 965 $371K
Kanawha Capital Management LLC 0.03% Reduce -6.3% 961 $369K
Community Bank, N.A. 0.05% Add +10.4% 955 $367K
Sharper & Granite LLC 0.16% Reduce -34.5% 950 $365K
Corepath Wealth Partners LLC 0.35% Add +3.6% 928 $364K
Laurel Wealth Planning LLC 0.24% No change 946 $363K
Westshore Wealth, LLC 0.15% No change 944 $362K
Wells Trecaso Financial Group, LLC 0.12% Reduce -15.2% 939 $361K
Capasso Planning Partners LLC 0.11% No change 939 $361K
AIMZ Investment Advisors, LLC 0.12% Reduce -0.5% 939 $360K
Missouri Trust & Investment Co 0.13% No change 938 $360K
Per Stirling Capital Management, LLC. 0.05% Add +0.1% 938 $360K
Austin Private Wealth, LLC 0.04% No change 930 $357K
Yarger Wealth Strategies, LLC 0.20% Add +0.2% 930 $357K
Valley Wealth Managers, Inc. 0.03% Reduce -40.4% 924 $355K
Annis Gardner Whiting Capital Advisors, LLC 0.10% Reduce -1.0% 923 $354K
tru Independence LLC 0.10% Add +0.9% 921 $354K
West Coast Financial LLC 0.04% No change 919 $353K
PBMares Wealth Management LLC 0.07% Add +22.9% 916 $352K
First City Capital Management, Inc. 0.18% Reduce -2.8% 910 $349K
Portside Wealth Group, LLC 0.06% Reduce -1.6% 910 $349K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -9.9% 910 $349K
Montecito Bank & Trust 0.06% No change 905 $347K
Warren Street Wealth Advisors, LLC 0.14% Reduce -10.5% 904 $347K
US Financial Advisors, LLC 0.11% No change 902 $346K
Schiavi & Co LLC 0.13% No change 902 $346K
Greenspring Advisors, LLC 0.08% No change 900 $346K
Camelot Technology Advisors, Inc. 0.31% No change 900 $346K
Cannon Wealth Management Services, LLC 0.32% — 899 $345K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -25.3% 899 $345K
Monument Group Wealth Advisors, LLC 0.21% No change 897 $345K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Reduce -52.4% 897 $344K
Grey Ledge Advisors, LLC 0.09% Reduce -4.3% 894 $343K
Hobart Private Capital, LLC 0.09% Add +2.1% 893 $343K
New Republic Capital, LLC 0.20% No change 889 $341K
Washington Trust Bank 0.03% Reduce -24.4% 885 $340K
Elevation Capital Advisory, LLC 0.15% Reduce -96.5% 884 $339K
Shorepoint Capital Partners LLC 0.08% Reduce -5.5% 884 $339K
Moneywise, Inc. 0.17% Add +0.9% 884 $339K
Sequent Planning LLC 0.12% Add +15.2% 881 $338K
Smith Thornton Advisors LLC 0.22% No change 881 $338K
Kitching Partners, LLC 0.45% New 880 $338K
Old Port Advisors 0.09% Reduce -3.2% 880 $338K
Ledyard National Bank 0.03% Reduce -13.7% 880 $338K
Confluence Wealth Services, Inc. 0.02% Add +1.0% 880 $338K
Beacon Financial Planning, Inc. 0.21% Add +1.7% 879 $337K
Melfa Wealth Management, Inc. 0.22% Add +13.6% 875 $336K
Carr Financial Group Corp 0.10% No change 873 $335K
Obermeyer Wealth Partners 0.02% Reduce -7.2% 873 $335K
Taylor & Morgan Wealth Management, LLC 0.22% Add +0.1% 873 $335K
FOCUS Wealth Advisors, LLC 0.17% No change 871 $334K
Global Wealth Management, LLC 0.23% — 871 $334K
Nikulski Financial, Inc. 0.10% No change 866 $332K
Opes Wealth Management LLC 0.06% No change 866 $332K
GYL Financial Synergies, LLC 0.03% No change 865 $332K
Dividend Assets Capital, LLC 0.06% No change 860 $330K
Apriem Advisors 0.04% Reduce -6.7% 860 $330K
Hantz Financial Services, Inc. 0.01% Reduce -18.6% 859 $330K
Truvestments Capital LLC 0.09% Reduce -1.6% 859 $330K
Merriman Wealth Management, LLC 0.01% Reduce -15.0% 859 $330K
Encompass Wealth Advisors, LLC 0.08% Reduce -7.8% 859 $330K
Highland Capital Management, LLC 0.02% New 859 $330K
D.B. Root & Company, LLC 0.11% Reduce -14.6% 847 $326K
Sustainable Growth Advisers, LP 0.00% New 847 $325K
Curated Wealth Partners LLC 0.04% Add +4.6% 846 $325K
Midland Wealth Advisors, LLC 0.02% Reduce -9.0% 845 $324K
Vawter Financial, Ltd. 0.20% No change 844 $324K
Maiden Cove Capital, LLC 0.50% Reduce -5.6% 843 $324K
Pullen Investment Management, LLC 0.24% No change 842 $323K
Hazlett, Burt & Watson, Inc. 0.15% Add +14.2% 839 $323K
Laffer Tengler Investments, Inc. 0.08% Add +25.3% 841 $323K
Financial Security Advisor, Inc. 0.08% Add +0.2% 839 $322K
GFG Capital, LLC 0.13% Reduce -32.5% 1,175 $322K
5th Street Advisors, LLC 0.16% New 837 $321K
Wealth Quarterback LLC 0.17% Reduce -12.6% 836 $321K
Bank of Stockton 0.10% Reduce -0.6% 835 $321K
Security National Bank of Sioux City Iowa 0.20% Reduce -6.2% 834 $320K
Foundation Wealth Management, LLC 0.24% No change 834 $320K
Amplius Wealth Advisors, LLC 0.03% Add +1.1% 833 $320K
First National Corp. /Ma/ 0.07% Reduce -0.2% 833 $320K
Bison Wealth, LLC 0.05% Add +18.4% 829 $319K
Enterprise Bank & Trust Co 0.10% No change 825 $317K
HM Payson & Co. 0.01% Add +5.1% 824 $316K
Heritage Investment Group, Inc. 0.06% No change 823 $316K
Financial Freedom, LLC 0.17% Add +0.1% 823 $316K
Northwest Bank & Trust Co 0.24% No change 822 $316K
Appleton Partners Inc. 0.02% Reduce -2.4% 819 $314K
BNP Paribas Financial Markets 0.00% Reduce -85.1% 817 $314K
CPC Advisors, LLC 0.05% Add +4.0% 813 $312K
Power Wealth Management LLC 0.13% No change 808 $310K
Prairie Sky Financial Group LLC 0.18% Add +0.6% 804 $309K
Matisse Capital 0.15% No change 804 $309K
Laidlaw Wealth Management LLC 0.15% Reduce -8.1% 802 $308K
Adapt Wealth Advisors, LLC 0.16% Reduce -0.5% 801 $308K
Wealthgarden F.S. LLC 0.30% Reduce -3.0% 799 $307K
Brand Asset Management Group, Inc. 0.12% Reduce -1.6% 796 $306K
Resolute Wealth Strategies, LLC 0.16% Add +0.3% 794 $305K
IRON Financial LLC 0.17% Add +0.3% 794 $305K
J. Safra Sarasin Holding AG 0.01% Reduce -3.6% 793 $304K
Sather Financial Group Inc 0.02% No change 792 $304K
Gradient Investments LLC 0.01% Reduce -46.4% 792 $304K
Fortis Capital Management LLC 0.06% Add +0.1% 792 $304K
Anson Capital, Inc. 0.27% Add +23.1% 789 $303K
Divergent Planning, LLC 0.11% No change 790 $303K
True North Advisors, LLC 0.08% New 785 $301K
Weaver Consulting Group 0.10% Add +23.2% 781 $300K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +25.4% 779 $299K
Sentinel Trust Co. Lba 0.03% No change 780 $299K
Cascade Investment Group, Inc. 0.22% No change 777 $298K
Moss Adams Wealth Advisors LLC 0.03% Reduce -0.5% 775 $298K
Goldstone Financial Group, LLC 0.05% Reduce -6.4% 773 $297K
Wealth Group, Ltd. 0.20% Reduce -14.8% 771 $296K
Coston, McIsaac & Partners 0.08% Add +12.2% 772 $296K
TFC Financial Management, Inc. 0.05% No change 770 $296K
Altfest L J & Co. Inc. 0.04% New 767 $295K
Tempus Wealth Planning, LLC 0.11% Reduce -0.3% 768 $295K
Naviter Wealth, LLC 0.04% Add +6.3% 765 $294K
Cascade Investment Advisors, Inc. 0.19% No change 764 $293K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -2.8% 757 $291K
Abacus Planning Group, Inc. 0.05% No change 756 $290K
Pure Portfolios Holdings LLC 0.11% — 753 $289K
Trevian Wealth Management LLC 0.24% New 754 $289K
FWG Investments, LLC. 0.25% New 752 $289K
Rockline Wealth Management, LLC 0.08% Reduce -1.1% 750 $288K
Investment Partners, LTD. 0.12% Add +0.1% 750 $288K
Rockport Wealth LLC 0.08% Reduce -2.9% 746 $286K
James J. Burns & Company, LLC 0.05% Add +10.7% 746 $286K
Milestone Asset Management, LLC 0.06% Reduce -20.0% 744 $286K
Widmann Financial Services, Inc. 0.22% Add +4.2% 744 $286K
JDM Financial Group LLC 0.16% No change 744 $286K
Portland Global Advisors LLC 0.04% Reduce -17.3% 743 $285K
Howe & Rusling Inc. 0.02% Add +196.0% 740 $284K
Canal Capital Management, LLC 0.05% No change 740 $284K
DBK Financial Counsel, LLC 0.29% No change 738 $283K
SilverOak Wealth Management LLC 0.06% No change 737 $283K
Foresight Capital Management Advisors, Inc. 0.17% Add +17.2% 735 $282K
Janus Henderson Group PLC 0.00% Add +7.0% 734 $282K
Sigma Investment Counselors Inc. 0.02% No change 732 $281K
Patten Group, Inc. 0.06% Reduce -1.8% 731 $281K
Cantor Fitzgerald Investment Advisors L.P. 0.02% New 729 $280K
Beaird Harris Wealth Management, LLC 0.02% Add +12.0% 728 $280K
Altus Wealth Group LLC 0.12% New 726 $279K
LBJ Family Wealth Advisors, Ltd. 0.16% No change 720 $277K
Argent Financial Group, Inc. 0.03% — 720 $276K
American Money Management, LLC 0.06% Add +18.1% 717 $275K
Sterling Group Wealth Management, LLC 0.15% Reduce -6.8% 716 $275K
Journey Strategic Wealth LLC 0.01% New 715 $275K
Covenant Partners, LLC 0.08% New 713 $274K
Alera Investment Advisors, LLC 0.03% No change 713 $274K
Brass Tax Wealth Management, Inc. 0.06% No change 708 $272K
EWG Elevate Inc. 0.11% Reduce -10.4% 706 $271K
Tolleson Wealth Management, Inc. 0.05% No change 705 $271K
Capital City Trust Co. 0.07% New 705 $271K
MPS Loria Financial Planners, LLC 0.08% No change 703 $270K
Ironwood Investment Counsel, LLC 0.04% Reduce -10.8% 702 $270K
Atticus Wealth Management, LLC 0.09% No change 702 $270K
Legacy Wealth Asset Management, LLC 0.07% No change 702 $270K
Unionview, LLC 0.21% Add +0.3% 701 $269K
Van Cleef Asset Management,Inc 0.03% New 700 $269K
First Interstate Bank 0.02% Add +21.6% 699 $268K
LGL Partners, LLC 0.04% Add +0.3% 699 $268K
Round Rock Advisors LLC 0.06% No change 697 $268K
Select Asset Management & Trust 0.10% Reduce -65.5% 690 $265K
TCV Trust & Wealth Management, Inc. 0.02% Reduce -34.4% 690 $265K
Eaton-Cambridge Inc. 0.13% No change 689 $265K
McDonald Partners LLC 0.07% Add +5.3% 689 $265K
Personal Cfo Solutions, LLC 0.04% Add +13.3% 688 $264K
Integrity Financial Corp 0.15% Add +14.5% 688 $264K
Litman Gregory Wealth Management LLC 0.02% No change 687 $264K
49 Wealth Management, LLC 0.04% New 685 $263K
TrinityPoint Wealth, LLC 0.04% Reduce -2.0% 684 $263K
Phoenix Wealth Advisors 0.12% Reduce -49.4% 681 $261K
Abound Wealth Management 0.09% No change 681 $261K
Clear Harbor Asset Management, LLC 0.02% No change 680 $261K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -49.0% 679 $261K
Seneca House Advisors 0.11% No change 678 $260K
My Personal CFO, LLC 0.14% Reduce -2.8% 673 $258K
Private Capital Management, LLC 0.03% Reduce -2.9% 670 $257K
BSW Wealth Partners 0.04% Reduce -7.9% 666 $256K
Cadence Bank 0.02% New 666 $256K
Philip James Wealth Mangement, LLC 0.03% No change 666 $256K
Verum Partners LLC 0.07% Add +0.1% 665 $255K
Jamison Private Wealth Management, Inc. 0.04% Add +27.9% 665 $255K
Seven Mile Advisory 0.17% New 663 $255K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -30.9% 661 $254K
Copperwynd Financial, LLC 0.08% Reduce -97.5% 659 $253K
Legacy PCG, LLC 0.18% Reduce -96.5% 659 $253K
Total Clarity Wealth Management, Inc. 0.08% Reduce -1.5% 657 $252K
Community Financial Services Group, LLC 0.05% No change 656 $252K
Capital Investment Services of America, Inc. 0.02% Add +17.6% 656 $252K
Integris Wealth Management, LLC 0.07% New 655 $251K
Smith Chas P & Associates Pa Cpas 0.01% Add +5.7% 655 $251K
Physician Wealth Solutions Inc. 0.13% No change 637 $251K
Cambridge Financial Group, LLC 0.10% Add +0.1% 652 $250K
Phillips Financial Management, LLC 0.02% Reduce -3.0% 651 $250K
ABLE Financial Group, LLC 0.08% New 650 $250K
Lifestyle Asset Management, Inc. 0.14% Reduce -0.6% 643 $247K
American National Bank & Trust 0.03% No change 643 $247K
Lazari Capital Management, Inc. 0.11% Add +1.3% 642 $247K
Crewe Advisors LLC 0.03% Add +11.7% 642 $246K
Eastover Investment Advisors LLC 0.12% Add +4.6% 641 $246K
MinichMacGregor Wealth Management, LLC 0.05% Add +0.8% 641 $246K
ARS Wealth Advisors Group, LLC 0.03% Reduce -12.8% 639 $245K
Blake Schutter Theil Wealth Advisors, LLC 0.18% — 637 $245K
MY Wealth Management Inc. 0.25% New 635 $244K
Peregrine Asset Advisers, Inc. 0.08% No change 634 $243K
FinDec Wealth Services, Inc. 0.14% New 633 $243K
Priebe Wealth Holdings LLC 0.18% No change 633 $243K
Albion Financial Group 0.02% Reduce -2.9% 632 $243K
JGP Wealth Management, LLC 0.03% New 628 $241K
McDonough Capital Management, Inc 0.17% New 626 $240K
Home Federal Bank of Tennessee 0.07% Add +2.3% 623 $239K
SMI Advisory Services, LLC 0.05% Reduce -2.4% 623 $239K
Harbour Investment Management LLC 0.11% No change 622 $239K
Fagan Associates, Inc. 0.04% No change 622 $239K
Koss-Olinger Consulting, LLC 0.02% No change 620 $238K
Pennsylvania Capital Management Inc. 0.09% Add +15.7% 619 $238K
Brave Asset Management Inc. 0.06% Reduce -4.2% 618 $237K
American Planning Services, Inc. 0.19% Reduce -3.0% 616 $237K
Ransom Advisory, Ltd 0.11% Add +19.4% 615 $236K
Joseph P. Lucia & Associates, LLC 0.11% No change 615 $236K
Cadent Capital Advisors, LLC 0.08% New 611 $235K
KPP Advisory Services LLC 0.06% Reduce -61.9% 610 $234K
Archvest Wealth Advisors, Inc. 0.15% Reduce -16.0% 610 $234K
Lesa Sroufe & Co 0.22% No change 609 $234K
Fort Point Capital Partners LLC 0.03% New 609 $234K
Columbus Macro, LLC 0.08% No change 598 $232K
Stillwater Capital Advisors, LLC 0.03% New 605 $232K
Waterloo Capital, L.P. 0.03% Reduce -45.2% 604 $232K
Taurus Asset Management, LLC 0.02% New 602 $231K
Parker Investment Management, LLC 0.04% Reduce -11.3% 598 $230K
Financial Council, LLC 0.12% Add +2.8% 596 $229K
SC&H Financial Advisors, Inc. 0.05% Add +0.2% 596 $229K
Heritage Investors Management Corp. 0.01% Reduce -3.3% 595 $228K
East Coast Asset Management, LLC. 0.08% Reduce -4.5% 593 $228K
Atlas Capital Advisors Inc. 0.03% No change 592 $227K
O'ROURKE & COMPANY, Inc 0.11% No change 592 $227K
Meridian Wealth Partners, LLC 0.04% New 591 $227K
Valley Financial Group, Inc. 0.16% Reduce -1.2% 590 $227K
Secured Retirement Advisors, LLC 0.16% No change 589 $226K
Brown, Lisle/Cummings, Inc. 0.07% Add +238.5% 589 $226K
Stephenson & Company, Inc. 0.15% No change 585 $225K
Teamwork Financial Advisors, LLC 0.03% Add +5.8% 580 $223K
Stonehearth Capital Management, LLC 0.09% Add +5.8% 580 $223K
Paragon Advisors, LLC 0.07% New 580 $223K
Douglass Winthrop Advisors, LLC 0.00% No change 579 $222K
Gen-Wealth Partners Inc 0.10% Add +1376.3% 561 $221K
Oxler Private Wealth LLC 0.08% No change 575 $221K
Mystic Asset Management, Inc. 0.08% New 574 $220K
Sonata Capital Group Inc. 0.09% No change 573 $220K
Veracity Capital LLC 0.08% No change 573 $220K
New Insight Wealth Advisors 0.12% New 573 $220K
Plan Group Financial, LLC 0.12% Add +5.9% 572 $220K
Traphagen Investment Advisors LLC 0.02% No change 570 $219K
Moser Wealth Advisors, LLC 0.11% No change 570 $219K
Traveka Wealth, LLC 0.11% Reduce -15.7% 570 $219K
Advus Financial Partners, LLC 0.06% Add +2.3% 570 $219K
Ridgecrest Wealth Partners, LLC 0.11% Add +4.6% 568 $218K
Guidance Point Advisors, LLC 0.07% Add +0.2% 568 $218K
Janney Capital Management LLC 0.01% No change 569 $218K
KFG Wealth Management, LLC 0.05% Reduce -8.4% 567 $218K
Asset Allocation Strategies LLC 0.06% Reduce -23.7% 567 $218K
MorganRosel Wealth Management, LLC 0.07% Reduce -2.3% 566 $217K
Silver Oak Advisory Group, Inc. 0.11% No change 567 $217K
Family Firm, Inc. 0.05% Reduce -44.7% 565 $217K
Great Point Wealth Advisors, LLC 0.05% No change 564 $217K
Realta Investment Advisors 0.10% Reduce -51.1% 548 $215K
Essential Planning, LLC. 0.09% No change 559 $215K
Family Capital Management, Inc. 0.14% No change 559 $215K
Wambolt & Associates, LLC 0.06% Reduce -10.0% 566 $214K
Arrow Financial Corp 0.02% No change 556 $213K
Carson Advisory Inc. 0.13% No change 551 $212K
Oak Asset Management, LLC 0.07% No change 551 $212K
Granger Management LLC 0.04% Reduce -0.2% 550 $211K
Frisch Financial Group, Inc. 0.06% Reduce -86.3% 550 $211K
Burns J W & Co. Inc. 0.03% No change 549 $211K
Princeton Capital Management LLC 0.07% New 549 $211K
All Terrain Financial Advisors, LLC 0.08% Reduce -5.2% 548 $210K
David J Yvars Group 0.13% No change 547 $210K
Corundum Group, Inc. 0.10% No change 547 $210K
Fairman Group, LLC 0.19% Reduce -24.4% 547 $210K
CJM Wealth Advisers, Ltd. 0.07% No change 546 $210K
Retirement Solution LLC 0.05% Reduce -2.0% 546 $210K
Stewardship Advisors, LLC 0.06% New 544 $209K
Investment Partners Asset Management, Inc. 0.17% New 543 $208K
Sweet Financial Partners, LLC 0.05% New 542 $208K
1ST Source Bank 0.01% No change 542 $208K
Monte Financial Group, LLC 0.09% New 541 $208K
Alaethes Wealth, LLC 0.08% New 540 $207K
Legacy Financial Advisors, Inc. 0.03% New 539 $207K
Tortoise Investment Management, LLC 0.02% No change 539 $207K
Cookson Peirce & Co. Inc. 0.01% No change 537 $206K
Princeton Global Asset Management LLC 0.04% Reduce -39.5% 535 $205K
Inscription Capital, LLC 0.03% New 533 $205K
Addison Capital Co 0.08% New 532 $204K
Capital Investment Counsel, LLC 0.04% Reduce -43.5% 531 $204K
MeadowBrook Investment Advisors LLC 0.19% Reduce -99.4% 529 $203K
Baugh & Associates, LLC 0.10% New 528 $203K
Core Wealth Management, Inc. 0.08% No change 541 $202K
Exchange Capital Management, Inc. 0.03% Reduce -27.4% 526 $202K
Barr E S & Co. 0.01% New 525 $202K
Inspire Advisors, LLC 0.02% Reduce -5.8% 525 $202K
Legacy Investment Solutions, LLC 0.12% — 492 $201K
Legacy Wealth Managment, LLC 0.12% — 492 $201K
Lee Financial Co 0.03% New 522 $200K
Andrew Hill Investment Advisors, Inc. 0.15% New 521 $200K
Trust Point Inc. 0.01% New 521 $200K
Activest Wealth Management 0.06% Reduce -35.6% 518 $199K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 508 $195K
Sachetta, LLC 0.08% No change 503 $193K
West Paces Advisors Inc. 0.05% No change 501 $192K
SJS Investment Consulting Inc. 0.03% Add +0.6% 470 $180K
Atwood & Palmer Inc. 0.01% No change 460 $177K
Security National Bank 0.02% No change 450 $173K
Tidemark, LLC 0.07% Reduce -18.1% 449 $172K
Hamilton Point Investment Advisors, LLC 0.03% No change 447 $172K
Lowe Wealth Advisors, LLC 0.07% No change 429 $165K
PrairieView Partners, LLC 0.02% Reduce -3.0% 426 $163K
Private Wealth Management Group, LLC 0.06% Reduce -46.9% 423 $162K
Maryland Capital Advisors Inc. 0.08% Reduce -0.9% 421 $162K
Duncker Streett & Co. Inc. 0.03% Add +0.2% 421 $161K
Clean Yield Group 0.05% No change 404 $155K
Richardson Capital Management LLC 0.11% Add +0.5% 400 $154K
Deane Retirement Strategies, Inc. 0.07% New 397 $152K
Bell Investment Advisors, Inc 0.03% No change 383 $147K
Wintrust Investments LLC 0.11% Reduce -89.7% 382 $146K
Planning Capital Management Corp 0.09% No change 369 $142K
Bangor Savings Bank 0.01% Reduce -4.8% 360 $138K
C M Bidwell & Associates Ltd. 0.08% No change 351 $135K
First Financial Corp. 0.06% No change 348 $134K
Rakuten Securities, Inc. 0.06% Add +8.5% 346 $133K
Headlands Technologies LLC 0.01% New 333 $128K
Founders Capital Management 0.08% No change 324 $124K
Caitlin John, LLC 0.08% Add +10.3% 301 $123K
Union Savings Bank 0.06% No change 316 $121K
Clearstead Trust, LLC 0.03% No change 314 $121K
Pin Oak Investment Advisors Inc. 0.11% No change 309 $118K
Federation des caisses Desjardins du Quebec 0.00% Add +6000.0% 305 $117K
LGT Financial Advisors LLC 0.28% Add +0.3% 299 $115K
Russell Investments Group, Ltd. 0.00% Reduce -22.2% 298 $114K
Capital Investment Counsel, Inc 0.02% Reduce -12.6% 298 $114K
Dunhill Financial, LLC 0.06% Add +76.5% 293 $112K
Wolff Wiese Magana LLC 0.08% No change 287 $110K
Oarsman Capital, Inc. 0.02% Reduce -57.1% 285 $109K
Darwin Wealth Management, LLC 0.03% New 283 $109K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $106K
First Personal Financial Services 0.02% No change 274 $105K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $105K
Pineridge Advisors LLC 0.04% Reduce -13.9% 267 $103K
Bray Capital Advisors 0.03% Add +0.4% 266 $102K
Kimelman & Baird, LLC 0.01% No change 261 $100K
Main Street Group, LTD 0.04% Reduce -47.0% 259 $99K
Safe Harbor Fiduciary, LLC 0.09% — 240 $92K
Sittner & Nelson, LLC 0.04% No change 238 $91K
Elevate Wealth Advisory, Inc. 0.07% No change 233 $89K
Barclays PLC 0.00% No change 227 $87K
Ritter Daniher Financial Advisory LLC / DE 0.03% Add +10.8% 226 $87K
Insight Inv LLC 0.07% No change 223 $86K
Delta Asset Management LLC 0.01% New 220 $84K
Kozak & Associates, Inc. 0.02% Reduce -6.9% 217 $84K
Avalon Trust Co 0.01% New 215 $83K
Running Point Capital Advisors, LLC 0.03% No change 215 $83K
Blue Bell Private Wealth Management, LLC 0.02% No change 206 $79K
Planned Solutions, Inc. 0.03% New 204 $78K
Investors Research Corp 0.02% No change 204 $78K
Godsey & Gibb, Inc. 0.01% No change 204 $78K
GW&K Investment Management, LLC 0.00% No change 200 $77K
Luken Investment Analytics, LLC 0.04% No change 200 $77K
Global Wealth Strategies & Associates 0.02% No change 196 $75K
Field & Main Bank 0.03% No change 195 $75K
CoreFirst Bank & Trust 0.04% New 186 $71K
City Holding Co. 0.01% No change 186 $71K
Northwest Financial Advisors 0.06% New 183 $70K
Riverview Trust Co 0.06% No change 182 $70K
Red Lighthouse Investment Management, LLC 0.03% No change 177 $68K
Grand Wealth Management, LLC 0.04% No change 170 $65K
Cordgrass Capital Advisors, LLC 0.02% No change 165 $63K
Old Second National Bank of Aurora 0.02% Reduce -33.2% 165 $63K
Bellevue Asset Management, LLC 0.03% Add +0.6% 164 $63K
Ameritas Investment Partners, Inc. 0.00% No change 164 $63K
Morris Financial Concepts, Inc. 0.03% Add +548.0% 162 $62K
Tradewinds Capital Management, LLC 0.02% No change 150 $58K
Briaud Financial Planning Inc 0.03% No change 150 $57K
Morton Brown Family Wealth, LLC 0.02% No change 143 $55K
Pacific Center for Financial Services 0.01% No change 139 $53K
NBT Bank, N.A. 0.00% Add +56.8% 138 $53K
Avondale Wealth Management 0.03% No change 133 $51K
Pension & Wealth Management Advisors, Inc. 0.03% No change 127 $49K
Transcendent Capital Group LLC 0.02% Add +420.8% 125 $48K
Monetary Management Group Inc. 0.01% Reduce -3.9% 125 $48K
Peterson Financial Group, Inc. 0.18% New 124 $48K
SYM FINANCIAL Corp 0.01% No change 120 $46K
MTM Investment Management, LLC 0.02% No change 120 $46K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $44K
Tompkins Financial Corp. 0.00% No change 115 $44K
Frazier Financial Advisors, LLC 0.03% No change 112 $43K
TruNorth Capital Management, LLC 0.01% No change 104 $40K
Mitchell Sinkler & Starr 0.01% No change 104 $40K
Annapolis Financial Services, LLC 0.01% No change 103 $40K
Compass Wealth Management LLC 0.01% No change 103 $40K
Concord Wealth Partners 0.01% No change 102 $39K
Rosenberg Matthew Hamilton 0.01% Add +494.1% 101 $39K
Versant Capital Management, Inc 0.01% No change 100 $38K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $38K
Resources Management Corp. /CT/ 0.01% No change 100 $38K
Arvest Investments, Inc. 0.01% No change 98 $38K
New England Capital Financial Advisors LLC 0.02% No change 95 $37K
Teachers Insurance & Annuity Association of America 0.05% — 92 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 92 $35K
Ulland Investment Advisors, LLC 0.03% No change 90 $35K
McClarren Financial Advisors, Inc. 0.00% New 1,151 $34K
Kiely Wealth Advisory Group, Inc. 0.02% No change 83 $34K
Davis Capital Management 0.03% Reduce -86.6% 83 $32K
New Millennium Group LLC 0.02% No change 82 $31K
Keener Financial Planning LLC 0.02% No change 83 $31K
Cape Investment Advisory, Inc. 0.01% Reduce -1.3% 79 $30K
Nemes Rush Group LLC 0.00% No change 87 $30K
Legend Financial Advisors, Inc. 0.02% Reduce -53.0% 71 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 70 $27K
Mfa Wealth Advisors, LLC 0.01% Reduce -93.3% 68 $26K
Rice Partnership, LLC 0.01% Add +31.4% 67 $26K
AlphaMark Advisors, LLC 0.01% No change 64 $25K
Element Wealth, LLC 0.01% Reduce -28.4% 63 $24K
Family Manage LLC 0.00% No change 60 $23K
Cyrus J. Lawrence, LLC 0.00% No change 60 $23K
Castleview Partners, LLC 0.01% No change 58 $22K
AllSquare Wealth Management LLC 0.01% No change 56 $22K
HighMark Wealth Management LLC 0.01% No change 50 $19K
Thompson Investment Management, Inc. 0.00% No change 50 $19K
Paladin Advisory Group, LLC 0.01% No change 49 $19K
Optimum Investment Advisors 0.01% New 46 $18K
Blume Capital Management, Inc. 0.00% No change 45 $17K
Y.D. More Investments Ltd 0.00% New 44 $17K
St. Johns Investment Management Company, LLC 0.01% New 43 $17K
TCTC Holdings, LLC 0.00% No change 42 $16K
Painted Porch Advisors LLC 0.01% Reduce -77.2% 34 $13K
Tower Research Capital LLC (TRC) 0.00% Reduce -26.7% 33 $13K
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 $10K
Sterling Capital Management LLC 0.00% — 25 $10K
DecisionPoint Financial, LLC 0.00% No change 23 $9K
Peoples Bank 0.01% No change 22 $8K
Raffa Wealth Management, LLC 0.00% No change 22 $8K
Anfield Capital Management, LLC 0.00% No change 21 $8K
SIMA Wealth Partners, LLC 0.01% No change 17 $7K
NWK Group, Inc. 0.00% New 17 $7K
Front Row Advisors LLC 0.00% No change 17 $7K
PFC Capital Group, Inc. 0.00% Reduce -50.0% 18 $6K
PSI Advisors, LLC 0.00% No change 16 $6K
Byrne Asset Management LLC 0.00% No change 10 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 9 $3K
PFG Private Wealth Management, LLC 0.00% New 9 $3K
Arlington Trust Co LLC 0.00% No change 9 $3K
Macroview Investment Management LLC 0.00% No change 8 $3K
Global Trust Asset Management, LLC 0.00% No change 7 $3K
Family Asset Management, LLC 0.00% No change 6 $2K
ARK Investment Management 0.00% Reduce -62.5% 6 $2K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
POM Investment Strategies, LLC 0.00% No change 1 $384
Roble, Belko & Company, Inc 0.00% No change 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.