Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q4 2024 (December 31)
2,505holders +279
146new positions
64sold out
8famous investors
$408.52avg. 13F price*

At the end of Q4 2024, 2,505 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 279 from Q3 2024. 146 opened new positions and 64 sold out. The largest holders were Bank of America Corp. ($17.8B), Jones Financial Companies LLLP ($11.7B) and Morgan Stanley ($5.7B). 8 famous investors held it, including Joel Greenblatt (0.2% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions146$1.0B
Exits64$267.7M

All 13F filers, Q3 2024 → Q4 2024: 14,701,866 shares bought and 4,786,932 shares sold, net +9,914,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,505 holders

Bank of America Corp. 1.65% Reduce -0.8% 43,423,124 $17.8B
Jones Financial Companies LLLP 11.15% Add +23.5% 28,577,762 $11.7B
Morgan Stanley 0.40% Add +0.8% 13,918,307 $5.7B
Envestnet Asset Management Inc. 1.08% Reduce -0.9% 8,197,699 $3.4B
Financial Engines Advisors L.L.C. 6.56% Reduce -5.9% 7,597,192 $3.1B
UBS Group AG 0.55% Add +2.6% 5,939,780 $2.4B
LPL Financial LLC 0.86% Add +2.9% 5,128,614 $2.1B
Wells Fargo & Company 0.40% Add +15.3% 3,993,557 $1.6B
Tiaa Trust, National Association 4.49% Reduce -2.4% 3,603,554 $1.5B
Ameriprise Financial Inc. 0.37% Add +0.7% 3,539,318 $1.5B
EP Wealth Advisors, LLC 10.81% Add +1.6% 3,226,810 $1.3B
FMR LLC 0.07% Reduce -1.4% 2,824,356 $1.2B
Mill Creek Capital Advisors, LLC 26.19% Reduce -1.0% 2,657,260 $1.1B
Rwa Wealth Partners, LLC 12.85% Reduce -2.0% 2,540,004 $1.0B
Raymond James Financial Inc. 0.36% — 2,365,417 $970.9M
PNC Financial Services Group, Inc. 0.63% Reduce -1.5% 2,309,346 $947.8M
Bank of New York Mellon Corp 0.16% Add +5.1% 2,064,214 $847.2M
Royal Bank of Canada 0.18% Add +3.2% 1,982,490 $813.7M
Commonwealth Equity Services, LLC 1.16% Add +4.2% 1,925,536 $790.3M
JPMorgan Chase & Co. 0.06% Add +5.5% 1,771,931 $727.3M
D.A. Davidson & Co. 5.81% Reduce -0.7% 1,739,729 $714.1M
Northwestern Mutual Wealth Management Co. 0.59% Add +5.7% 1,705,328 $699.9M
Balentine LLC 28.26% Reduce -2.1% 1,696,331 $696.2M
Mariner, LLC 1.14% Add +1.2% 1,651,458 $677.8M
Goldman Sachs Group Inc. 0.12% Add +5.0% 1,570,721 $644.7M
Sei Investments Co. 0.81% Reduce -1.2% 1,544,960 $634.1M
HighTower Advisors, LLC 0.80% Add +1.2% 1,418,006 $582.0M
Performance Wealth Partners, LLC 16.98% Add +0.6% 1,287,018 $528.2M
Captrust Financial Advisors 1.38% Reduce -1.9% 1,208,562 $484.5M
Modera Wealth Management, LLC 5.66% Add +1.0% 1,142,980 $469.1M
Caisse de depot et placement du Quebec 0.95% New 1,117,000 $458.5M
Cetera Investment Advisers 0.90% Reduce -0.5% 1,052,650 $432.0M
Choreo, LLC 6.14% Reduce -0.3% 1,054,033 $427.2M
Mission Wealth Management, LP 9.78% Reduce -0.9% 1,001,026 $410.9M
Truist Financial Corp. 0.63% Reduce -3.2% 984,103 $403.9M
Osaic Holdings, Inc. 0.80% Add +34.0% 1,066,115 $358.5M
Two Sigma Investments, LP 0.86% Add +105.0% 864,300 $354.7M
Signature Estate & Investment Advisors LLC 8.83% Reduce -4.3% 859,044 $352.6M
CBIZ Investment Advisory Services, LLC 17.55% Add +1.8% 857,121 $351.8M
Equitable Holdings, Inc. 3.16% Add +1.6% 808,829 $332.0M
Moneta Group Investment Advisors LLC 4.51% Add +3.4% 784,422 $322.0M
Charles Schwab Investment Management Inc. 0.06% Reduce -13.9% 783,034 $321.4M
Sanctuary Advisors, LLC 2.01% Add +1.8% 756,371 $317.6M
Northeast Financial Consultants Inc 13.37% Add +1.1% 772,398 $317.0M
MML Investors Services, LLC 1.08% Reduce -0.2% 765,902 $314.4M
Stifel Financial Corp. 0.31% Add +3.9% 726,659 $298.3M
Alliancebernstein L.P. 0.10% Add +183.0% 717,652 $294.6M
Lincoln National Corp. 9.43% New 714,139 $293.1M
Provida Pension Fund Administrator 5.49% Reduce -47.5% 656,689 $269.5M
Waverly Advisors, LLC 4.05% Add +3.7% 636,852 $261.4M
Corient Private Wealth LP 0.43% Reduce -15.5% 628,918 $257.3M
Avantax Advisory Services, Inc. 1.56% Add +6.2% 606,677 $249.0M
Natixis Advisors, LLC 0.45% Add +217.1% 584,988 $240.1M
Cullen/Frost Bankers, Inc. 3.23% Reduce -1.1% 576,039 $236.4M
Wealth Enhancement Advisory Services, LLC 0.42% Add +0.6% 538,222 $220.9M
Focus Partners Wealth 0.57% Add +0.6% 536,379 $220.2M
United Capital Financial Advisors, LLC 1.81% Reduce -1.7% 522,062 $214.3M
Mather Group, Llc. 2.74% Reduce -9.7% 515,334 $211.5M
Assetmark, Inc. 0.57% Reduce -3.0% 512,045 $210.2M
Waldron Private Wealth LLC 8.25% Add +6.3% 499,584 $205.0M
Retirement Investment Advisors, Inc. 21.56% Add +1.0% 498,166 $204.5M
Garde Capital, Inc. 12.93% Reduce -1.4% 477,676 $196.1M
Kestra Advisory Services, LLC 1.05% Add +12.2% 464,960 $190.8M
Cambridge Investment Research Advisors, Inc. 0.63% Add +2.1% 461,639 $189.5M
Merit Financial Group, LLC 3.40% Reduce -13.1% 460,855 $189.2M
Wealthspire Advisors, LLC 1.86% Add +32.0% 456,531 $187.4M
Baird Financial Group, Inc. 0.35% Add +37.5% 440,966 $181.0M
Avior Wealth Management, LLC 6.62% Add +36.4% 441,053 $181.0M
Citigroup Inc. 0.17% Reduce -7.9% 431,272 $177.0M
Cwm, LLC 0.73% Add +0.6% 428,819 $176.0M
Private Advisor Group, LLC 0.97% Add +2.2% 420,612 $172.6M
CSM Advisors, LLC 8.07% Add +97.5% 420,074 $172.4M
Brookstone Capital Management 2.49% Add +5.6% 416,823 $171.1M
Truepoint, Inc. 4.52% Reduce -2.4% 411,186 $168.8M
NewEdge Advisors, LLC 1.01% Add +4.0% 409,440 $168.1M
Woodmont Investment Counsel LLC 12.38% Add +0.8% 408,040 $167.5M
BOK Financial Private Wealth, Inc. 11.75% Add +2.2% 394,233 $161.8M
Invictus Private Wealth, LLC 12.23% Add +1.0% 392,208 $161.0M
Smith Anglin Financial, LLC 14.51% Add +4.3% 376,818 $154.7M
Cerity Partners LLC 0.31% Add +62.2% 351,687 $144.2M
Safeguard Financial, LLC 30.71% Add +12.8% 344,275 $141.3M
Envestnet Portfolio Solutions, Inc. 0.45% Reduce -5.0% 335,022 $137.5M
Beacon Pointe Advisors, LLC 1.51% Add +0.4% 331,491 $136.1M
Bank of Hawaii 7.49% Add +2.0% 329,832 $135.4M
Mercer Global Advisors Inc. 0.33% Add +15.7% 329,816 $134.5M
Rezny Wealth Management, Inc. 33.01% Add +2.1% 327,528 $134.4M
Cornerstone Management, Inc. 25.69% Add +14.9% 323,425 $132.7M
Rockefeller Capital Management L.P. 0.34% Add +32.8% 323,177 $132.6M
US Bancorp \de 0.17% Reduce -0.9% 319,442 $131.1M
Stephens Group Asset Management, LLC 10.92% Reduce -0.4% 319,311 $131.1M
Howard Capital Management, LLC 2.01% Add +0.2% 314,821 $129.2M
Coldstream Capital Management Inc. 2.69% Reduce -3.1% 307,680 $126.3M
Mosaic Family Wealth Partners, LLC 18.17% Add +2.2% 306,687 $125.9M
Permanens Capital L.P. 23.78% Add +45.3% 303,347 $124.5M
Creative Planning 0.12% Add +8.6% 294,489 $120.9M
Strategies Wealth Advisors, LLC 14.87% Reduce -2.7% 282,482 $119.4M
Simon Quick Advisors, LLC 6.89% Reduce -1.4% 280,420 $115.1M
Atria Wealth Solutions, Inc. 1.22% Reduce -1.5% 270,235 $110.9M
Betterment LLC 0.25% Add +18.3% 256,276 $105.2M
Mountain Capital Investment Advisors Inc. 21.72% Reduce -7.0% 252,287 $104.9M
Venturi Wealth Management, LLC 5.11% Add +10.8% 253,172 $103.9M
Trust Co of Tennessee 34.43% Reduce -0.4% 252,040 $103.4M
Financial Synergies Wealth Advisors, Inc. 12.76% Add +0.3% 250,583 $102.8M
CENTRAL TRUST Co 2.51% Reduce -3.7% 249,323 $102.3M
Orion Porfolio Solutions, LLC 1.01% Reduce -0.1% 247,346 $101.5M
Orion Portfolio Solutions, LLC 1.01% Reduce -0.1% 247,346 $101.5M
Relyea Zuckerberg Hanson LLC 13.16% Add +3.2% 238,408 $97.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.99% Reduce -12.6% 235,713 $96.7M
Martel Wealth Advisors LLC 18.88% Add +1.1% 235,507 $96.7M
White Lighthouse Investment Management Inc. 16.92% Reduce -0.3% 234,583 $96.3M
Glenmede Trust Co. NA 0.46% Reduce -0.1% 221,729 $91.0M
Bessemer Group Inc. 0.15% Reduce -3.3% 221,037 $90.7M
Brandywine Oak Private Wealth LLC 8.84% Reduce -3.4% 220,174 $90.4M
Fifth Third Bancorp 0.33% Reduce -5.3% 218,999 $89.9M
Summit Financial, LLC 3.15% Reduce -2.3% 218,767 $89.8M
RMR Wealth Builders 9.25% Add +5.0% 218,065 $89.5M
Becker Capital Management Inc. 2.89% Add +6.5% 215,971 $88.6M
Manufacturers Life Insurance Company, The 0.08% Reduce -17.7% 215,331 $88.4M
Vista Capital Partners, Inc. 10.27% Reduce -3.8% 215,058 $88.3M
Steward Partners Investment Advisory, LLC 0.77% Add +0.6% 211,809 $86.9M
BlueStem Wealth Partners, LLC 11.25% — 208,822 $85.7M
NSI Retail Advisors, LLC 13.49% No change 206,787 $84.9M
HCR Wealth Advisors 10.33% Add +4.1% 200,896 $82.5M
Corrigan Financial, Inc. 18.37% Reduce -2.1% 195,240 $80.1M
Campbell Wealth Management 7.13% Add +1.5% 193,020 $79.2M
Blair William & Co. 0.23% Reduce -0.6% 191,450 $78.6M
Cable Hill Partners, LLC 7.80% Reduce -1.2% 188,628 $77.4M
CreativeOne Wealth, LLC 2.35% Reduce -3.0% 187,243 $76.9M
Allworth Financial LP 0.42% Add +6.6% 180,289 $76.5M
Cresset Asset Management, LLC 0.37% Add +4.9% 185,290 $76.1M
Atria Investments, Inc 0.93% Reduce -0.1% 181,336 $74.4M
Arax Advisory Partners 4.66% Add +84.5% 180,403 $74.0M
Janney Montgomery Scott LLC 0.20% Add +6.2% 176,504 $72.4M
Sequoia Financial Advisors, LLC 0.69% Add +8.8% 175,632 $72.1M
Crane Advisory, LLC 12.54% Reduce -0.2% 171,770 $71.5M
Trust Co 8.16% Reduce -0.5% 173,574 $71.2M
Pathstone Holdings, LLC 0.31% Reduce -21.5% 173,157 $71.1M
Cary Street Partners Financial LLC 2.29% — 193,439 $70.8M
HTLF Bank 7.88% Reduce -2.4% 169,834 $69.7M
Vanguard Group Inc. 0.00% Add +10.2% 169,258 $69.5M
Hirtle & Co., LLC 3.35% Reduce -1.1% 168,373 $69.1M
Jentner Corp 20.11% Reduce -1.8% 168,220 $69.0M
Checchi Capital Advisers, LLC 5.11% Add +1376.9% 166,609 $68.4M
EverSource Wealth Advisors, LLC 3.81% Add +3.5% 165,245 $67.8M
Pasadena Private Wealth, LLC 13.91% Add +1.4% 164,932 $67.7M
Northern Trust Corp. 0.01% Add +3.6% 164,887 $67.7M
NorthCoast Asset Management LLC 0.33% Add +3.5% 163,956 $67.3M
Pinnacle Financial Partners Inc 1.36% Add +7.7% 163,920 $67.3M
Venture Visionary Partners LLC 2.83% Add +2.6% 162,600 $66.7M
Nadler Financial Group, Inc. 6.97% Add +0.8% 161,321 $66.2M
Signaturefd, LLC 1.25% Reduce -4.0% 160,287 $65.8M
Clark Asset Management, LLC 12.07% Add +8.6% 157,466 $64.6M
&partners 0.77% Add +101.4% 154,359 $64.3M
Kestra Private Wealth Services, LLC 1.09% Add +7.6% 155,499 $63.8M
McIlrath & Eck, LLC 8.13% Add +1.3% 155,451 $63.8M
Cambridge Associates LLC /Ma/ 2.04% No change 155,193 $63.7M
Comerica Bank 0.26% Add +3.8% 155,147 $63.7M
Blue Edge Capital, LLC 10.00% Reduce -1.4% 154,938 $63.6M
Sage Financial Group Inc. 5.11% Reduce -3.8% 154,703 $63.5M
Veltria Advisors Corp. 26.21% Reduce -2.7% 153,361 $62.9M
Stevens Capital Partners 28.45% Add +4.0% 153,083 $62.8M
Florida Trust Wealth Management Co 2.01% Add +2.1% 153,000 $62.8M
Destination Wealth Management 1.96% Reduce -2.7% 152,479 $62.6M
Cahill Financial Advisors Inc. 8.19% Add +4.4% 147,302 $60.5M
B. Riley Wealth Advisors, Inc. 1.94% Reduce -28.0% 144,249 $59.2M
Partners in Financial Planning 12.02% Reduce -1.0% 143,602 $58.9M
One Day In July LLC 6.16% Add +9.8% 143,137 $58.7M
Condor Capital Management 5.14% Add +0.5% 142,071 $58.3M
Money Design Co.,Ltd. 2.98% New 140,323 $58.1M
Chicago Partners Investment Group LLC 1.92% Reduce -7.1% 139,410 $57.7M
Total Wealth Planning, LLC 8.83% Reduce -2.3% 138,155 $56.7M
Peninsula Wealth, LLC 9.64% Reduce -0.6% 137,745 $56.5M
Strategic Investment Advisors / MI 5.97% Add +2.3% 136,849 $56.2M
Strata Wealth Advisors, LLC 17.60% Add +0.4% 136,606 $56.1M
Affinity Capital Advisors, LLC 10.54% Add +4.2% 135,688 $56.0M
Stephens Inc. 0.78% Add +4.9% 134,784 $55.3M
Inspirion Wealth Advisors, LLC 7.70% Add +3.2% 133,363 $55.1M
Marks Wealth, LLC 26.13% New 132,246 $54.3M
Trustmark Bank Trust Department 4.03% Add +5.6% 132,141 $54.2M
Thrivent Financial for Lutherans 0.11% Add +44.8% 132,145 $54.2M
Systematic Alpha Investments, LLC 1.98% No change 130,672 $53.6M
Magnus Financial Group LLC 5.19% Add +2.1% 130,474 $53.6M
Presilium Private Wealth, LLC 12.30% Reduce -0.6% 130,283 $53.5M
Bokf, NA 0.88% Add +8.5% 127,392 $51.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.46% Reduce -1.7% 123,486 $50.7M
Strategic Blueprint, LLC 2.99% Add +2.3% 122,194 $50.2M
Bank of Montreal 0.02% Add +1.4% 121,098 $49.7M
Quantum Financial Planning Services, Inc. 27.49% — 120,710 $49.5M
Principle Wealth Partners LLC 3.48% Reduce -0.8% 120,539 $49.5M
Pathway Financial Advisors LLC 11.13% Reduce -3.0% 117,904 $48.4M
IFP Advisors, Inc 1.58% Reduce -1.9% 117,568 $48.3M
First Horizon Advisors, Inc. 1.35% Add +0.0% 117,097 $48.1M
DAVENPORT & Co LLC 0.28% Add +7.0% 116,791 $47.9M
TL Private Wealth 21.28% Reduce -4.7% 114,862 $47.5M
Brickley Wealth Management 9.63% Reduce -0.4% 115,575 $47.4M
CFS Investment Advisory Services, LLC 4.25% Reduce -1.4% 115,436 $47.4M
Private Portfolio Partners LLC 8.68% Add +1.0% 115,010 $47.2M
Fee-Only Financial Planning, L.C. 29.91% Reduce -1.9% 112,803 $46.3M
MBM Wealth Consultants, LLC 13.76% Reduce -0.4% 112,814 $46.2M
PFG Advisors 2.83% Add +20.9% 112,531 $46.2M
Chaney Capital Management, Inc. 21.73% Reduce -0.3% 111,911 $45.9M
Rolek Wealth Management LLC 35.94% — 111,723 $45.9M
Advisory Services Network, LLC 0.85% Reduce -6.1% 111,014 $45.6M
Townsquare Capital LLC 0.51% Add +7.3% 110,441 $45.3M
M&T Bank Corp 0.15% Add +2.9% 109,882 $45.1M
Grey Fox Wealth Advisors, LLC 12.25% Add +1.8% 111,813 $44.7M
Kensington Asset Management, LLC 2.61% Reduce -15.3% 108,320 $44.5M
Gleason Group, Inc. 7.67% Add +0.7% 106,388 $43.7M
One Capital Management, LLC 1.43% Reduce -3.6% 105,556 $43.3M
American Investment Services, Inc. 7.66% Reduce -2.1% 105,468 $43.3M
SP Asset Management LLC 3.59% Reduce -0.1% 104,408 $42.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.45% Reduce -1.3% 103,526 $42.5M
MAI Capital Management 0.32% Add +12.8% 103,330 $42.4M
Summit Financial Wealth Advisors, LLC 8.07% Reduce -0.2% 99,605 $41.3M
Archford Capital Strategies, LLC 6.22% Reduce -4.3% 100,232 $41.1M
Jacobsen Capital Management 17.51% Add +0.1% 100,207 $41.1M
Acorn Financial Advisory Services Inc. 6.76% Reduce -2.0% 99,950 $41.0M
Foundations Investment Advisors, LLC 0.79% Add +44.7% 99,439 $40.8M
First Pacific Financial 9.48% Reduce -5.3% 99,218 $40.7M
Old Mission Investment Co LLC 12.05% Add +5.4% 98,159 $40.3M
Global Strategic Investment Solutions, LLC 4.70% Reduce -0.7% 97,766 $40.1M
Certified Advisory Corp 4.36% Reduce -0.9% 97,759 $40.1M
Golden Road Advisors LLC 30.31% Add +1.3% 97,622 $40.1M
Bishop & Co Investment Management, LLC 15.19% Add +1.0% 97,044 $39.8M
Penserra Capital Management LLC 0.73% Reduce -4.3% 96,996 $39.8M
Benchmark Wealth Management, LLC 19.27% Reduce -2.1% 95,393 $39.2M
Wolff Financial Management LLC 10.85% Reduce -2.8% 95,264 $39.1M
Exencial Wealth Advisors, LLC 1.43% Reduce -0.1% 94,493 $38.8M
Ocean Park Asset Management, LLC 1.31% New 93,835 $38.5M
Nwam LLC 2.36% Reduce -1.7% 93,057 $38.2M
Ieq Capital, LLC 0.37% Add +1.7% 92,982 $38.2M
Cornerstone Wealth Advisors, Inc. 10.46% Reduce -2.0% 92,848 $38.1M
Duncan Williams Asset Management, LLC 14.77% Add +7.0% 91,421 $37.5M
Scott Capital Advisors, LLC 10.70% Reduce -6.8% 91,825 $37.2M
Franklin Resources Inc. 0.01% Add +2.9% 88,720 $36.4M
Beacon Capital Management, LLC 4.73% Add +7.1% 88,557 $36.3M
Independent Advisor Alliance 0.47% Add +5961.2% 86,675 $35.6M
Wealthfront Advisers LLC 0.10% Add +17.4% 85,858 $35.2M
GenWealth Group, Inc. 8.00% Reduce -2.4% 85,659 $35.2M
Mainsail Asset Management, LLC 24.56% Add +2.6% 85,622 $35.1M
Newton One Investments LLC 13.51% Add +23.4% 85,379 $35.0M
Brown Advisory Inc. 0.04% Add +26.2% 84,975 $34.9M
LVW Advisors, LLC 4.26% Add +1.7% 84,640 $34.7M
JNBA Financial Advisors 3.52% Add +13.9% 83,904 $34.4M
Cassady Schiller Wealth Management, LLC 12.56% Add +20.5% 83,379 $34.2M
Stratos Investment Management, LLC 2.01% Add +17.2% 81,523 $33.5M
AE Wealth Management LLC 0.28% Add +9.9% 81,154 $33.3M
Trek Financial, LLC 2.48% Add +12.0% 80,821 $33.2M
Evergreen Capital Management LLC 1.07% Reduce -1.3% 80,143 $32.9M
Berkshire Money Management, Inc. 3.58% Add +0.5% 80,115 $32.9M
Wealthspan Partners, LLC 15.70% Add +1.2% 80,068 $32.9M
Sandbox Financial Partners, LLC 10.84% Add +4.7% 79,164 $32.5M
Mgo One Seven LLC 1.25% Add +3.6% 79,157 $32.5M
Schechter Investment Advisors, LLC 2.49% Reduce -2.9% 78,924 $32.4M
TD Capital Management LLC 3.29% Reduce -2.6% 78,919 $32.4M
Legacies Wealth LLC 25.05% Reduce -14.8% 78,751 $32.3M
Tritonpoint Wealth, LLC 2.91% Add +2.0% 78,344 $32.2M
Concurrent Investment Advisors, LLC 0.87% Add +5.1% 78,080 $32.0M
GoalVest Advisory LLC 8.77% Reduce -0.3% 77,926 $32.0M
Aire Advisors, LLC 6.55% Reduce -0.2% 77,509 $31.8M
Legacy Financial Group, Inc. 10.23% Add +0.3% 77,375 $31.8M
TD Private Client Wealth LLC 0.88% Reduce -3.5% 76,328 $31.3M
Anderson Hoagland & Co. 3.22% Reduce -3.1% 75,282 $31.3M
Mesirow Financial Investment Management, Inc. 0.61% Add +41.1% 75,285 $30.9M
R. W. Roge & Company, Inc. 16.65% Reduce -1.3% 75,205 $30.9M
Tobias Financial Advisors, Inc. 6.17% Reduce -1.0% 74,741 $30.7M
Fifth Third Securities, Inc. 2.60% Add +6.1% 74,492 $30.6M
Destiny Wealth Partners, LLC 4.95% Add +0.2% 73,761 $30.3M
DeDora Capital, Inc. 8.26% Reduce -1.3% 73,476 $30.2M
Blankinship & Foster, LLC 7.33% Reduce -2.4% 72,602 $29.8M
Lake Street Private Wealth, LLC 4.76% Add +12.2% 72,236 $29.6M
Perigon Wealth Management, LLC 0.73% Add +22.0% 71,828 $29.5M
Financial Advisory Partners, LLC 9.78% Add +1.9% 71,750 $29.4M
CoreCap Advisors, LLC 1.33% Add +2.4% 71,290 $29.3M
Rise Advisors, LLC 13.80% Add +3.8% 69,909 $28.7M
Mitchell McLeod Pugh & Williams Inc. 6.01% Add +6.7% 69,806 $28.7M
J.W. Cole Advisors, Inc. 1.15% Add +2.1% 69,361 $28.5M
Great Valley Advisor Group, Inc. 0.64% Add +0.5% 69,267 $28.4M
Cambridge Capital Management, LLC 18.11% Reduce -1.0% 68,866 $28.3M
B&D White Capital Company, LLC 4.76% Add +37.7% 68,815 $28.2M
Financial Advisors Network, Inc. 4.68% — 68,513 $28.1M
Acorn Creek Capital LLC 14.44% Add +1.9% 68,483 $28.1M
Evolution Advisers, Inc. 15.33% Reduce -1.2% 68,336 $28.0M
Joel Isaacson & Co., LLC 1.26% Add +8.2% 68,310 $28.0M
Parker Financial LLC 13.71% Reduce -4.5% 67,769 $27.9M
HB Wealth Management, LLC 0.28% Add +3.6% 67,346 $27.6M
Harbour Investments, Inc. 0.79% Add +7.2% 67,313 $27.6M
Towerpoint Wealth, LLC 13.53% Add +1.0% 67,306 $27.6M
Neuberger Berman Group LLC 0.02% Add +39.4% 67,282 $27.6M
Hill Island Financial LLC 8.02% Reduce -0.1% 66,898 $27.5M
Strategic Investment Solutions, Inc. 9.18% Reduce -29.3% 80,020 $27.4M
Warner Financial, Inc. 11.75% Add +1.1% 66,592 $27.3M
Everett Harris & Co. 0.35% Add +5.3% 66,500 $27.3M
Arcadia Wealth Management, LLC 13.81% Add +2.6% 66,468 $27.3M
Cannon Financial Strategists, Inc. 4.67% Add +2.3% 66,426 $27.3M
Lido Advisors, LLC 0.17% Add +326.2% 66,131 $27.1M
Advisors Capital Management, LLC 0.43% Add +11.1% 65,919 $27.1M
Capital Wealth Management, LLC 11.59% Reduce -2.5% 65,893 $27.0M
Karpus Management, Inc. 0.80% Add +39.5% 65,646 $26.9M
Ellis Investment Partners, LLC 5.28% Reduce -8.2% 65,292 $26.8M
Stratos Wealth Advisors, LLC 1.27% Reduce -24.1% 64,406 $26.4M
Websterrogers Financial Advisors, LLC 9.13% Reduce -0.4% 64,041 $26.3M
Clayton Financial Group LLC 9.45% Add +6.6% 63,935 $26.2M
Brown Wealth Management, LLC 9.29% Add +2.7% 63,827 $26.2M
Oak Hill Wealth Advisors, LLC 6.23% — 63,720 $26.2M
Marino, Stram & Associates LLC 5.70% Add +10.4% 62,763 $25.8M
Integrated Wealth Concepts LLC 0.30% Add +6.6% 62,619 $25.7M
Hiley Hunt Wealth Management 14.13% Reduce -0.1% 62,070 $25.5M
Beaumont Financial Advisors, LLC 1.91% Reduce -1.5% 61,985 $25.4M
FWG Holdings, LLC 12.19% Reduce -1.8% 61,367 $25.4M
Procyon Advisors, LLC 1.61% Reduce -5.9% 61,205 $25.1M
Tilson Financial Group, Inc. 10.24% Add +7.3% 61,150 $25.1M
Forvis Mazars Wealth Advisors, LLC 0.57% Reduce -0.4% 60,682 $24.9M
Waterford Advisors, LLC 12.60% Add +2.0% 60,296 $24.7M
Bragg Financial Advisors, Inc 1.00% Reduce -0.6% 60,131 $24.7M
Wealth Management Strategies, Inc. 18.77% — 59,793 $24.5M
Robertson Stephens Wealth Management, LLC 0.87% Reduce -18.8% 59,712 $24.5M
Taylor Financial Group, Inc. 16.95% Reduce -1.1% 59,621 $24.5M
Francis Financial, Inc. 6.20% Add +7.0% 59,437 $24.4M
Members Trust Co 0.84% Add +1.4% 59,415 $24.4M
Stephen J. Garry & Associates, LLC 22.29% Reduce -2.2% 58,821 $24.1M
GeoWealth Management, LLC 0.78% Add +3244.4% 58,460 $24.0M
Dakota Wealth Management 0.55% Reduce -8.8% 58,176 $23.9M
Sovereign Financial Group, Inc. 5.47% Reduce -0.1% 58,084 $23.8M
Commerce Bank 0.14% Reduce -1.5% 57,302 $23.5M
Associated Banc-Corp 0.70% Add +2.4% 56,594 $23.2M
Moneco Advisors, LLC 2.44% Reduce -2.0% 56,401 $23.1M
Meridian Wealth Management, LLC 1.09% Add +0.8% 56,043 $23.0M
Prospera Financial Services Inc 0.54% Add +7.8% 55,936 $23.0M
Gray Wealth Management Inc. 8.68% Add +8.8% 55,742 $22.9M
Oppenheimer & Co. Inc. 0.34% Add +1.9% 55,514 $22.8M
Dagco, Inc. 7.54% Add +27.1% 55,428 $22.7M
Global Retirement Partners, LLC 0.65% Reduce -0.8% 55,105 $22.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -3.6% 54,000 $22.4M
VestGen Investment Management 6.06% Reduce -1.6% 54,145 $22.2M
Regent Peak Wealth Advisors LLC 4.98% Reduce -0.1% 54,104 $22.2M
Marmo Financial Group, LLC 11.99% Reduce -1.1% 54,080 $22.2M
Cutler Investment Counsel LLC 2.75% Add +7.9% 53,856 $22.1M
Retirement Planning Group, LLC 1.11% Reduce -7.2% 53,530 $22.0M
Crews Bank & Trust 3.67% — 53,090 $21.8M
Aspire Private Capital, LLC 5.37% Reduce -6.1% 52,794 $21.7M
Whitegate Investment Counselors, Inc. 7.32% Reduce -26.2% 52,026 $21.4M
OneDigital Investment Advisors LLC 0.25% Reduce -11.6% 51,929 $21.3M
Veery Capital, LLC 8.11% Add +0.2% 51,611 $21.2M
Market Street Wealth Management Advisors LLC 3.55% Reduce -2.0% 51,535 $21.2M
Bay Harbor Wealth Management, LLC 6.79% Reduce -4.3% 50,999 $20.9M
Noble Family Wealth, LLC 5.73% Reduce -3.4% 50,269 $20.8M
Allspring Global Investments Holdings, LLC 0.03% No change 50,756 $20.8M
Beacon Financial Group 2.23% Add +0.6% 50,421 $20.7M
Spreng Capital Management, Inc. 9.22% Add +7.3% 50,379 $20.7M
Yeomans Consulting Group, Inc. 7.74% Add +2.4% 50,377 $20.7M
Tenret Co LLC 13.02% Add +3.2% 50,373 $20.7M
Creative Financial Designs Inc. 1.67% Reduce -24.2% 50,134 $20.6M
IVC Wealth Advisors LLC 11.50% Add +7.8% 50,086 $20.6M
Baron Silver Stevens Financial Advisors, LLC 3.48% Add +2.6% 49,945 $20.5M
Signet Financial Management, LLC 2.58% Reduce -0.3% 49,306 $20.2M
Investment Advisory Group, LLC 6.70% Add +3.9% 48,760 $20.0M
Heartwood Wealth Advisors LLC 2.25% Reduce -0.7% 48,652 $20.0M
Loomis Sayles & Co. L P 0.03% Add +233.2% 48,625 $20.0M
Advantage Trust Co 11.73% Add +10.6% 48,578 $19.9M
Milestone Investment Advisors LLC 5.37% Add +2.3% 48,190 $19.8M
Kohmann Bosshard Financial Services, LLC 2.37% Reduce -5.2% 48,057 $19.7M
Legacy Edge Advisors, LLC 3.06% Reduce -1.6% 46,500 $19.3M
Black Diamond Financial, LLC 2.86% Reduce -0.6% 46,439 $19.1M
Leeward Financial Partners, LLC 6.76% Add +7.1% 46,165 $18.9M
IAG Wealth Partners, LLC 3.33% Add +6.7% 46,045 $18.9M
Ameritas Advisory Services, LLC 0.65% Add +57.4% 45,924 $18.8M
AdvisorNet Financial, Inc 1.57% Add +13.2% 45,551 $18.7M
Bison Wealth, LLC 2.29% — 45,515 $18.7M
Manchester Capital Management LLC 2.16% Reduce -2.9% 45,386 $18.6M
Prime Capital Investment Advisors, LLC 0.27% Reduce -6.3% 45,251 $18.6M
Regal Investment Advisors LLC 1.39% Reduce -9.4% 45,110 $18.5M
Prosperity Planning, Inc. 8.41% Reduce -0.9% 45,034 $18.5M
Dominguez Wealth Management Solutions, Inc. 13.41% Add +2.6% 44,763 $18.4M
Wealth Alliance Advisory Group, LLC 3.85% Reduce -2.1% 44,407 $18.2M
O'Brien Wealth Partners LLC 3.28% Add +10.8% 44,337 $18.2M
GenTrust, LLC 0.78% Add +0.8% 43,906 $18.0M
Financial Advocates Investment Management 1.02% Reduce -0.0% 43,696 $17.9M
Synergy Investment Management, LLC 7.70% — 43,621 $17.9M
Delta Financial Group, Inc. 4.19% New 43,589 $17.9M
Robinswood Financial LLC 6.72% Reduce -2.6% 43,334 $17.8M
RFG Advisory, LLC 0.50% Reduce -0.9% 43,191 $17.7M
CIBC Private Wealth Group LLC 0.03% Add +0.8% 42,797 $17.7M
Founders Grove Wealth Partners, LLC 5.09% — 42,865 $17.6M
Pinion Investment Advisors, LLC 6.97% Add +0.6% 42,665 $17.5M
BTC Capital Management, Inc. 1.62% Reduce -0.7% 42,558 $17.5M
Baltimore-Washington Financial Advisors, Inc. 0.89% Add +15.3% 41,589 $17.1M
Gotham Asset Management 0.16% Add +25.7% 41,584 $17.1M
Roof Eidam Maycock Peralta, LLC 4.35% Add +2.9% 41,053 $16.8M
Stratos Wealth Partners, LTD. 0.24% Add +6.3% 40,744 $16.7M
Financial Insights, Inc. 6.46% Reduce -7.5% 40,744 $16.7M
Gill Capital Partners, LLC 5.96% Add +0.0% 40,487 $16.6M
Olistico Wealth, LLC 9.62% Add +6.5% 40,318 $16.5M
Silicon Valley Capital Partners 1.84% Reduce -2.0% 40,212 $16.5M
Salomon & Ludwin, LLC 1.74% Reduce -5.6% 40,077 $16.4M
Kennicott Capital Management LLC 8.45% Reduce -1.3% 40,045 $16.4M
Planning Alternatives Ltd. 2.52% Reduce -0.3% 39,905 $16.4M
Quotient Wealth Partners, LLC 0.54% Reduce -1.0% 39,901 $16.4M
Topel & Distasi Wealth Management, LLC 6.97% Reduce -2.2% 39,676 $16.3M
Flagship Wealth Advisors, LLC 9.56% — 39,635 $16.3M
Leonard Rickey Investment Advisors P.L.L.C. 3.72% Add +2.8% 39,320 $16.1M
Cyndeo Wealth Partners, LLC 1.08% Add +0.2% 39,101 $16.0M
Polen Capital Management LLC 0.04% Add +182.7% 39,046 $16.0M
Guardian Partners Inc. 1.63% — 38,644 $16.0M
Keeler & Nadler Financial Planning & Wealth Management 7.45% Reduce -2.0% 38,723 $15.9M
FC Advisory LLC 5.26% Reduce -1.3% 38,241 $15.7M
Koshinski Asset Management, Inc. 1.34% Add +3.0% 38,235 $15.7M
Stage Harbor Financial, LLC 13.63% Add +1.8% 38,153 $15.7M
25 LLC 6.62% Add +3.8% 38,114 $15.6M
REAP Financial Group, LLC 3.85% Reduce -1.2% 37,823 $15.5M
Matrix Private Capital Group LLC 8.84% Add +2.0% 37,792 $15.5M
Financial Counselors Inc. 0.23% Add +3.6% 37,788 $15.5M
GPS Wealth Strategies Group, LLC 1.99% Add +40.3% 37,745 $15.5M
Falcon Wealth Planning 1.72% Reduce -0.2% 37,690 $15.5M
Savant Capital, LLC 0.12% Add +0.5% 37,644 $15.5M
DDFG, Inc 4.45% Reduce -0.5% 37,597 $15.4M
Howard Wealth Management, LLC 8.35% Add +4.0% 37,596 $15.4M
Mutual Advisors, LLC 0.45% Reduce -11.4% 37,586 $15.4M
Focus Partners Advisor Solutions, LLC 0.26% Add +8.4% 37,397 $15.3M
Werba Rubin Papier Wealth Management 3.61% Reduce -3.9% 37,283 $15.3M
Aries Wealth Management 4.19% Add +3.3% 37,086 $15.2M
VeraBank, N.A. 4.29% Add +25.2% 37,078 $15.2M
Cora Capital Advisors LLC 7.33% Add +1.7% 37,026 $15.2M
Mechanics Bank Trust Department 2.02% Reduce -3.0% 36,941 $15.2M
Romano Brothers and Company 1.91% Add +2.0% 36,828 $15.1M
Consolidated Portfolio Review Corp 2.38% Add +2.1% 36,583 $15.0M
Sowell Financial Services LLC 0.79% Reduce -12.2% 36,442 $15.0M
First Heartland Consultants, Inc. 1.53% Reduce -30.4% 36,369 $14.9M
LaSalle St. Investment Advisors, LLC 4.63% Add +0.9% 36,365 $14.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.21% Reduce -6.5% 36,282 $14.9M
Lokken Investment Group LLC 6.40% Reduce -12.3% 36,079 $14.8M
Geneos Wealth Management Inc. 0.51% Add +4.3% 35,716 $14.7M
Essential Planning, LLC. 0.10% Add +6400.0% 36,335 $14.6M
StoneX Group Inc. 0.80% Add +1.9% 35,629 $14.6M
Watershed Private Wealth LLC 5.68% Reduce -2.6% 35,497 $14.6M
Snowden Capital Advisors LLC 0.46% Add +0.4% 35,461 $14.6M
Financial Connections Group, Inc. 6.99% No change 35,412 $14.5M
Synovus Financial Corp. 0.18% Reduce -45.9% 35,279 $14.5M
Obsidian Cio, LLC 2.64% Add +14.2% 35,288 $14.5M
Gemmer Asset Management LLC 1.42% Reduce -1.0% 35,244 $14.5M
NORTHSTAR ASSET MANAGEMENT Co 3.31% Add +3.2% 35,199 $14.4M
Safir Wealth Advisors, LLC 11.10% Reduce -1.8% 35,056 $14.4M
Addison Advisors LLC 3.99% Reduce -0.4% 34,955 $14.3M
Rodgers & Associates, LTD 1.71% Reduce -0.1% 34,883 $14.3M
Great Diamond Partners, LLC 3.69% Reduce -2.5% 34,777 $14.3M
SWP Financial LLC 8.60% Add +16.8% 34,739 $14.3M
Concourse Financial Group Securities, Inc. 0.80% Reduce -1.1% 33,238 $14.1M
Horizon Family Wealth, Inc. 9.37% Reduce -7.7% 34,361 $14.1M
Hohimer Wealth Management, LLC 2.67% Add +13.7% 34,230 $14.0M
Bristlecone Advisors, LLC 1.09% Reduce -2.4% 33,970 $13.9M
Impact Partnership Wealth, LLC 2.79% Reduce -15.1% 33,733 $13.8M
O'shaughnessy Asset Management, LLC 0.12% Reduce -2.3% 33,478 $13.7M
Berger Financial Group, Inc 0.95% Add +6.3% 33,437 $13.7M
Peterson Wealth Services 4.21% Reduce -3.4% 33,414 $13.7M
Arete Wealth Advisors, LLC 0.98% Reduce -3.1% 33,122 $13.6M
Marshall Financial Group Inc. 4.14% Add +0.5% 33,008 $13.5M
Hurlow Wealth Management Group, Inc. 4.23% Reduce -3.8% 32,975 $13.5M
Sandy Spring Bank 0.55% Add +2.6% 32,841 $13.5M
NWF Advisory Services Inc. 1.97% Add +20.7% 32,715 $13.4M
SCS Capital Management LLC 0.28% Reduce -0.5% 32,613 $13.4M
Kingsview Wealth Management, LLC 0.26% Reduce -5.4% 32,396 $13.3M
Sapient Capital LLC 0.25% Add +317.1% 32,363 $13.3M
Citadel Advisors 0.01% Add +3.1% 32,044 $13.2M
Citizens Financial Group Inc. 0.26% Add +2.6% 31,871 $13.1M
Clarius Group, LLC 0.89% Reduce -1.3% 31,759 $13.0M
Five Pine Wealth Management 10.93% — 31,600 $13.0M
Beacon Bridge Wealth Partners, LLC 5.49% Add +7.3% 31,512 $12.9M
Thrive Wealth Management, LLC 2.32% Add +0.9% 31,436 $12.9M
Krilogy Financial LLC 0.86% Add +7.5% 31,381 $12.9M
Capital Advisors, Ltd. LLC 1.61% Add +0.1% 31,161 $12.8M
Hilltop Holdings Inc. 0.81% Add +35.4% 31,108 $12.8M
Elevatus Welath Management 4.36% Reduce -15.7% 31,080 $12.8M
Clearstead Advisors, LLC 0.19% Add +8.8% 31,009 $12.7M
Westwood Holdings Group Inc. 0.10% Reduce -0.0% 30,887 $12.7M
Ashton Thomas Private Wealth, LLC 0.49% Add +167.7% 30,537 $12.5M
Novem Group 1.86% — 30,414 $12.5M
Kraft, Davis & Associates, LLC 3.54% Add +0.4% 29,470 $12.4M
UMB Bank, n.a. 0.20% Reduce -4.1% 30,203 $12.4M
Orser Capital Management, LLC 8.50% Add +11.9% 30,095 $12.4M
Titleist Asset Management, LLC 1.42% Add +116.0% 30,076 $12.3M
Manuka Financial, LLC 8.33% — 30,069 $12.3M
MCF Advisors LLC 0.86% Reduce -0.1% 30,028 $12.3M
Dodds Wealth, LLC 3.93% Reduce -0.8% 28,806 $12.2M
Founders Financial Securities LLC 1.10% Add +7.4% 29,785 $12.2M
Regions Financial Corp. 0.09% Reduce -3.7% 29,769 $12.2M
Compound Planning, Inc. 0.61% Add +122.5% 29,626 $12.2M
JMG Financial Group, Ltd. 0.41% Reduce -1.1% 29,617 $12.2M
CW Advisors, LLC 0.17% Add +3.4% 29,448 $12.1M
Uptown Financial Advisors LLC 13.03% — 29,445 $12.1M
Nations Financial Group Inc, /Ia/ 0.87% Reduce -11.4% 28,961 $11.9M
Cranbrook Wealth Management, LLC 2.75% Reduce -0.7% 28,941 $11.9M
Payne Capital Management, LLC 5.12% — 28,906 $11.9M
Enclave Advisors LLC 1.95% Add +7.4% 28,849 $11.8M
Elevated Capital Advisors, LLC 3.22% Add +1.3% 28,834 $11.8M
Quantinno Capital Management LP 0.12% Add +47.4% 28,716 $11.8M
Independent Financial Group, LLC 0.39% Add +6.1% 28,611 $11.7M
Oak Root LLC 1.53% Reduce -13.3% 28,591 $11.7M
NewEdge Wealth, LLC 0.20% Add +0.5% 28,560 $11.7M
Lindbrook Capital, LLC 1.06% Reduce -2.4% 28,533 $11.7M
Horizon Bancorp Inc. 5.51% Add +0.9% 28,467 $11.7M
Ascent Group, LLC 0.88% Reduce -14.4% 28,465 $11.7M
Magnolia Capital Advisors LLC 3.02% Add +21.5% 28,389 $11.7M
Flagship Harbor Advisors, LLC 0.61% Reduce -6.6% 28,305 $11.6M
Jackson Wealth Management, LLC 1.32% Add +29.2% 28,294 $11.6M
Kathmere Capital Management, LLC 1.04% Reduce -1.6% 28,282 $11.6M
Cornerstone Advisory, LLC 1.32% Add +80.4% 27,146 $11.6M
Wealthcare Advisory Partners LLC 0.32% Add +4.7% 28,083 $11.5M
IHT Wealth Management, LLC 0.37% Add +2.1% 27,992 $11.5M
BLB&B Advisors, LLC 0.59% Reduce -7.0% 27,991 $11.5M
Integrity Wealth Solutions LLC 6.42% Add +1.0% 27,908 $11.5M
Cardiff Park Advisors, LLC 1.09% Add +17.9% 27,904 $11.5M
Capital Analysts, LLC 0.46% Reduce -8.4% 27,823 $11.4M
Johnson Investment Counsel Inc. 0.11% Add +13.2% 27,679 $11.4M
Onyx Bridge Wealth Group LLC 1.63% Reduce -40.6% 27,578 $11.3M
Hubbell Strickland Wealth Management, LLC 5.36% Reduce -0.3% 27,569 $11.3M
Agf Management Ltd. 0.06% Reduce -1.1% 27,487 $11.3M
Angeles Investment Advisors, LLC 0.54% Reduce -18.0% 27,440 $11.3M
Integral Investment Advisors, Inc. 3.64% Add +0.8% 27,392 $11.2M
QRG Capital Management, Inc. 0.12% Reduce -11.0% 27,361 $11.2M
Clark Financial Services Group Inc. 8.55% Add +1.9% 27,228 $11.2M
Novak & Powell Financial Services, Inc. 6.62% Reduce -6.4% 27,103 $11.1M
Birnam Oak Advisors, LP 5.49% — 27,100 $11.1M
Columbia River Financial Group, LLC 7.64% — 27,078 $11.1M
Smith & Howard Wealth Management, LLC 3.14% Reduce -4.0% 27,018 $11.1M
Eagle Strategies LLC 1.91% Add +13.5% 26,936 $11.1M
Wilmington Savings Fund Society, FSB 0.20% Add +1.3% 26,824 $11.0M
Gladstone Institutional Advisory LLC 0.51% Add +9.4% 26,781 $11.0M
Texas Yale Capital Corp. 0.44% Reduce -1.7% 26,758 $11.0M
Wellington Management Group LLP 0.00% Reduce -39.2% 26,665 $10.9M
Ironsides Asset Advisors, LLC 3.13% Add +0.1% 26,613 $10.9M
Financial Life Advisors 4.09% Reduce -2.0% 26,506 $10.9M
Fusion Capital, LLC 4.38% Add +3.6% 26,465 $10.9M
Harbor Investment Advisory, LLC 1.02% Add +1.1% 26,462 $10.9M
Wedbush Securities Inc. 0.38% Add +46.9% 26,269 $10.8M
Mayfair Advisory Group, LLC 6.35% Add +9.6% 26,263 $10.8M
IFG Advisory, LLC 0.61% Add +3.3% 26,160 $10.7M
Everhart Financial Group, Inc. 2.21% Add +11.7% 26,159 $10.7M
Goodman Advisory Group, LLC 3.15% Reduce -5.0% 26,004 $10.7M
Segment Wealth Management, LLC 0.73% No change 25,926 $10.6M
Bath Savings Trust Co 1.08% Reduce -1.9% 25,863 $10.6M
Certus Wealth Management, LLC 7.07% Reduce -0.5% 24,985 $10.6M
First National Bank of Omaha 0.68% Reduce -1.7% 25,538 $10.5M
Lansing Street Advisors 3.65% Add +21.7% 25,510 $10.5M
N.E.W. Advisory Services LLC 0.99% Reduce -1.1% 25,415 $10.4M
One Charles Private Wealth Services, LLC 3.48% Add +22.7% 25,223 $10.4M
Worth Asset Management, LLC 5.50% Add +831.2% 25,086 $10.3M
Oak Harvest Investment Services 1.43% Add +23.0% 24,988 $10.3M
Prostatis Group LLC 2.98% Add +0.3% 24,943 $10.2M
CX Institutional 0.41% Add +65.5% 24,905 $10.2M
Nabity-Jensen Investment Management Inc 7.70% Reduce -0.1% 24,849 $10.2M
Petix & Botte Co 2.63% Reduce -7.3% 24,405 $10.0M
Acropolis Investment Management, LLC 0.59% Add +1.7% 24,305 $10.0M
Von Berge Wealth Management Group, LLC 6.02% Reduce -1.3% 23,680 $9.9M
Kathleen S. Wright Associates Inc. 4.14% Reduce -0.1% 24,211 $9.9M
Csenge Advisory Group 0.54% Reduce -11.7% 24,208 $9.9M
Semmax Financial Advisors Inc. 2.64% Reduce -27.4% 23,187 $9.9M
Main Line Retirement Advisors, LLC 6.52% Add +3.1% 24,098 $9.9M
Wellspring Financial Advisors, LLC 1.03% Add +0.0% 944,912 $9.9M
Cornerstone Wealth Management, LLC 0.66% Reduce -0.1% 23,837 $9.8M
Dravo Bay LLC 4.71% Add +4.4% 23,675 $9.7M
First United Bank & Trust 3.49% Reduce -1.0% 23,434 $9.6M
Ethos Financial Group, LLC 1.26% New 23,432 $9.6M
Capital Investment Advisory Services, LLC 0.93% Reduce -0.6% 23,428 $9.6M
Verdence Capital Advisors LLC 0.76% Add +0.7% 22,914 $9.4M
PCA Investment Advisory Services Inc. 4.31% Add +5.1% 22,695 $9.3M
CWS Financial Advisors, LLC 3.01% Add +7.1% 22,654 $9.3M
Wealthspire Retirement, LLC 0.73% Reduce -2.0% 22,601 $9.3M
ERn Financial, LLC 1.39% Reduce -0.5% 22,559 $9.3M
Drucker Wealth 3.0, LLC 2.14% Reduce -0.6% 22,556 $9.3M
Prime Buchholz LLC 3.02% — 22,544 $9.3M
Hofer & Associates. Inc 6.20% Reduce -13.2% 22,516 $9.2M
LongView Wealth Management 2.81% Reduce -0.4% 22,473 $9.2M
Intergy Private Wealth, LLC 3.38% Add +0.1% 22,081 $9.1M
Claris Financial LLC 5.94% — 22,026 $9.0M
Madison Park Capital Advisors, LLC 7.21% Reduce -17.4% 22,019 $9.0M
Riversedge Advisors, LLC 2.04% Reduce -0.5% 22,003 $9.0M
Bonfire Financial 8.16% — 21,972 $9.0M
Washington Trust Advisors, Inc. 0.75% Reduce -0.9% 21,951 $9.0M
First County Bank 4.99% Add +12.1% 21,742 $8.9M
Prestige Wealth Management Group LLC 1.85% Reduce -1.9% 21,728 $8.9M
Mathes Company, Inc. 3.26% Reduce -6.9% 21,620 $8.9M
Clearwater Capital Advisors, LLC 0.87% Reduce -3.1% 21,586 $8.9M
Bleakley Financial Group, LLC 0.27% Add +2.5% 21,491 $8.8M
AlTi Global, Inc. 0.21% Add +9.3% 21,371 $8.8M
Elevation Capital Advisory, LLC 3.74% Add +2305.1% 21,261 $8.7M
GW Henssler & Associates Ltd. 0.50% Reduce -0.3% 22,658 $8.7M
Yoder Wealth Management, Inc. 4.78% Reduce -0.0% 21,127 $8.7M
Amundi 0.00% Add +114.3% 20,941 $8.6M
Hollencrest Capital Management 0.35% Add +0.2% 20,860 $8.6M
Perennial Investment Advisors, LLC 1.01% Add +8.2% 20,783 $8.5M
Fourth Dimension Wealth, LLC 4.44% — 20,731 $8.5M
Royal Fund Management, LLC 0.92% Reduce -48.4% 20,536 $8.4M
Laurel Wealth Advisors LLC 1.32% Reduce -1.6% 20,536 $8.4M
Leo Wealth, LLC 0.75% Reduce -1.4% 20,474 $8.4M
Brio Consultants, LLC 1.31% Reduce -1.5% 20,471 $8.4M
Aveo Capital Partners, LLC 0.92% Reduce -2.6% 20,410 $8.4M
Marcum Wealth, LLC 0.73% Reduce -1.8% 20,406 $8.4M
MidAtlantic Capital Management, Inc. 6.13% Reduce -8.1% 20,404 $8.4M
Kendall Capital Management 2.42% Add +9.3% 20,176 $8.3M
Latigo Investments, LLC 4.21% No change 20,176 $8.3M
Freedom Financial Partners LLC 3.99% — 20,145 $8.3M
Register Financial Advisors LLC 4.15% Add +5.3% 20,139 $8.3M
Wind River Trust Co 3.24% Reduce -2.3% 20,054 $8.2M
Riverview Capital Advisers, LLC 2.48% Reduce -1.6% 20,028 $8.2M
Valeo Financial Advisors, LLC 0.23% Reduce -20.0% 19,991 $8.2M
Wells Financial Advisors INC 11.14% Add +0.2% 19,921 $8.2M
Visionary Wealth Advisors 0.48% Reduce -4.3% 19,902 $8.2M
Headlands Technologies LLC 0.82% Add +5849.3% 19,811 $8.1M
SouthState Bank Corp 0.53% No change 19,737 $8.1M
Defined Wealth Management, LLC 5.36% Reduce -0.8% 19,728 $8.1M
Angeles Wealth Management, LLC 0.67% Reduce -0.4% 19,674 $8.1M
Maridea Wealth Management LLC 2.59% — 19,554 $8.0M
Agate Pass Investment Management, LLC 3.62% Add +30.6% 19,494 $8.0M
Dentgroup LLC 6.11% Reduce -0.4% 19,479 $8.0M
Ogorek Anthony Joseph /NY/ 2.53% Reduce -18.6% 19,408 $8.0M
Tide Cove Capital Partners LLC 6.86% — 19,678 $8.0M
GC Wealth Management RIA, LLC 1.39% Add +5.6% 19,317 $7.9M
Bluespring Wealth Management, LLC 0.81% Reduce -15.1% 19,172 $7.9M
Estate Counselors, LLC 0.84% Add +2.4% 19,137 $7.9M
Spire Wealth Management 0.24% Add +5.0% 18,982 $7.8M
Apollon Wealth Management, LLC 0.18% Add +80.4% 18,923 $7.8M
SOL Capital Management CO 0.86% Add +9.4% 18,872 $7.7M
Pine Valley Investments Ltd Liability Co 0.51% Add +1.5% 18,847 $7.7M
McKinley Carter Wealth Services, Inc. 0.47% Reduce -2.8% 18,844 $7.7M
Marshall & Sterling Wealth Advisors Inc. 5.34% — 18,844 $7.7M
Simmons Bank 0.56% Reduce -2.9% 18,819 $7.7M
St. Louis Trust Co 1.10% No change 18,762 $7.7M
Coastal Bridge Advisors, LLC 1.92% Add +9.7% 18,613 $7.6M
Diversified Portfolios, Inc. 0.83% No change 18,545 $7.6M
Osborne Partners Capital Management, LLC 0.44% Reduce -4.1% 18,529 $7.6M
Watts Gwilliam & Co., LLC 1.60% Reduce -6.4% 18,310 $7.6M
Curran Financial Partners, LLC 1.98% Add +24.9% 18,382 $7.5M
Nicolet Advisory Services, LLC 0.69% Reduce -6.9% 18,489 $7.5M
Ausdal Financial Partners, Inc. 0.65% Add +0.4% 18,335 $7.5M
Kovack Advisors, Inc. 0.73% Add +4.6% 18,199 $7.5M
Gallagher Fiduciary Advisors, LLC 1.46% Add +470.7% 18,183 $7.5M
Calton & Associates, Inc. 3.29% Add +54.9% 18,116 $7.4M
Rinkey Investments 2.38% Add +1.8% 18,102 $7.4M
Twin Focus Capital Partners, LLC 1.10% Add +5.5% 18,059 $7.4M
Caprock Group, LLC 0.24% Reduce -20.2% 18,023 $7.4M
Wescott Financial Advisory Group, LLC 0.76% Reduce -7.1% 17,945 $7.4M
Pine Harbor Wealth Management, LLC 2.94% Add +17.7% 17,819 $7.3M
Parallel Advisors, LLC 0.16% Reduce -3.3% 17,724 $7.3M
Crown Wealth Group, LLC 2.95% Add +242.4% 17,683 $7.3M
Northstar Group, Inc. 1.26% Reduce -0.1% 17,616 $7.2M
Rehmann Capital Advisory Group 0.46% Add +3.7% 17,614 $7.2M
Disciplined Investments, LLC 3.55% Reduce -0.6% 17,548 $7.2M
Abbot Financial Management, Inc. 3.57% Add +1.4% 17,467 $7.2M
Weinberger Asset Management, Inc 2.98% Add +3.5% 17,406 $7.1M
Mustard Seed Financial, LLC 5.80% Add +3.1% 17,400 $7.1M
Apex Wealth Management, LLC 6.16% — 17,377 $7.1M
Sightline Wealth Advisors, LLC 3.84% Reduce -2.5% 17,338 $7.1M
Fonville Wealth Management LLC 2.35% Reduce -0.1% 17,305 $7.1M
AAFMAA Wealth Management & Trust LLC 3.11% Add +4.2% 17,299 $7.1M
Essex Financial Services, Inc. 0.50% Add +7.6% 17,207 $7.1M
Emerald Advisors, LLC 0.97% Add +1.2% 17,197 $7.1M
SageView Advisory Group, LLC 0.30% Reduce -1.6% 17,165 $7.0M
Winslow Capital Management, LLC 0.02% Add +573.2% 17,038 $7.0M
Scott & Selber, Inc. 2.10% Add +0.1% 17,016 $7.0M
Park Avenue Securities LLC 0.07% Add +15.3% 16,934 $7.0M
Brighton Jones LLC 0.20% Add +5.4% 16,922 $6.9M
Keystone Financial Group 0.68% Reduce -0.8% 16,852 $6.9M
Trust Co of the South 1.41% Add +109.3% 16,852 $6.9M
First PREMIER Bank 1.76% Add +15.6% 16,803 $6.9M
Willis Johnson & Associates, Inc. 0.53% Reduce -3.4% 16,660 $6.8M
Vicus Capital 0.60% Reduce -18.9% 16,582 $6.8M
Capital Planning LLC 1.77% Add +8.0% 16,487 $6.8M
Ritholtz Wealth Management 0.20% Reduce -2.4% 16,484 $6.8M
CGN Advisors LLC 0.66% Add +2.7% 16,460 $6.8M
Campbell Deegan Wealth Management, LLC 8.08% — 16,385 $6.7M
Element Pointe Advisors, LLC 1.56% No change 16,190 $6.6M
Quadcap Wealth Management, LLC 0.98% Add +5.3% 16,153 $6.6M
Continuum Wealth Advisors, LLC 3.35% Add +8.2% 16,133 $6.6M
M3 Advisory Group, LLC 4.74% Add +7.9% 16,114 $6.6M
Glen Eagle Advisors, LLC 1.09% Add +9.9% 16,008 $6.6M
Western Wealth Management, LLC 0.35% Add +3.5% 15,971 $6.6M
WealthShield Partners, LLC 0.93% Reduce -1.6% 15,943 $6.5M
FDx Advisors, Inc. 1.91% Reduce -13.0% 15,930 $6.5M
Tower View Wealth Management LLC 3.44% Add +6.3% 15,844 $6.5M
MA Private Wealth 1.21% Reduce -0.3% 15,818 $6.5M
Cumberland Advisors Inc. 2.56% Add +4.7% 15,625 $6.4M
Alexis Investment Partners, LLC 3.13% — 15,440 $6.4M
Farther Finance Advisors, LLC 0.23% Add +5.5% 15,559 $6.4M
Empower Advisory Group, LLC 0.02% Add +14.9% 15,503 $6.4M
Zions Bancorporation, N.A. 0.40% Add +29.9% 15,313 $6.3M
Edge Capital Group, LLC 0.28% Add +0.2% 15,249 $6.3M
Advisory Alpha, LLC 0.22% Reduce -5.7% 15,223 $6.2M
Infinity Wealth Counsel, LLC 6.65% — 15,174 $6.2M
Chris Bulman Inc 3.97% Add +2.0% 15,158 $6.2M
HTG Investment Advisors, Inc. 2.84% Add +5.1% 15,107 $6.2M
Capital Planning Advisors, LLC 0.96% Reduce -4.4% 15,080 $6.2M
Richardson Financial Services Inc. 4.35% Reduce -25.7% 14,984 $6.2M
Brown Brothers Harriman & Co. 0.04% Add +1.9% 15,025 $6.2M
Uptick Partners, LLC 2.21% Add +6.7% 14,870 $6.1M
Carnegie Investment Counsel 0.17% Add +1.1% 14,703 $6.0M
Level Four Advisory Services, LLC 0.25% Reduce -15.2% 14,701 $6.0M
Catalyst Private Wealth, LLC 2.68% Reduce -1.0% 14,683 $6.0M
Thrive Capital Management, LLC 2.76% Add +79.7% 14,662 $6.0M
Insight Advisors, LLC/ PA 1.03% Reduce -7.5% 14,518 $6.0M
Cohen Klingenstein LLC 0.21% Add +0.8% 14,638 $6.0M
High Net Worth Advisory Group LLC 1.65% Add +3.8% 14,417 $5.9M
SBI Securities Co., Ltd. 0.18% — 14,383 $5.9M
Clarus Wealth Advisors 2.93% Add +0.3% 14,525 $5.9M
Advocacy Wealth Management, LLC 0.45% Reduce -1.0% 14,337 $5.9M
Cascades Capital Asset Management, LLC 3.22% Add +7.4% 14,336 $5.9M
Journey Beyond Wealth, LLC 5.50% — 14,270 $5.9M
Smith, Moore & Co. 0.53% Add +3.4% 14,177 $5.8M
Avion Wealth 1.49% Add +18.9% 14,148 $5.8M
Hexagon Capital Partners LLC 1.05% Reduce -5.7% 14,074 $5.8M
Hengehold Capital Management LLC 0.54% Reduce -2.4% 14,068 $5.8M
Dopkins Wealth Management, LLC 2.93% Add +9.1% 14,029 $5.8M
NCM Capital Management, LLC 2.59% Add +2.9% 14,001 $5.7M
Renaissance Technologies 0.01% New 14,000 $5.7M
World Investment Advisors 0.16% Add +62.3% 13,975 $5.7M
Droms Strauss Advisors Inc. /Mo/ 1.87% Reduce -0.7% 13,947 $5.7M
Horizon Investments, LLC 0.16% Add +8.6% 13,943 $5.7M
Westfuller Advisors, LLC 3.63% Add +1071.3% 13,938 $5.7M
Revolve Wealth Partners, LLC 0.84% Reduce -0.5% 13,876 $5.7M
GFS Advisors, LLC 0.87% New 13,872 $5.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +2.3% 13,860 $5.7M
Finward Bancorp 4.91% — 13,787 $5.7M
Cascade Wealth Advisors, Inc 3.83% Reduce -10.6% 13,784 $5.7M
Strategic Financial Concepts, LLC 1.08% Reduce -13.6% 13,657 $5.6M
Strategic Financial Partners, Ltd. 2.85% Reduce -1.5% 13,624 $5.6M
Aspen Wealth Management LLC 1.66% Reduce -1.1% 13,612 $5.6M
Curi Capital, LLC 0.13% No change 13,526 $5.6M
HBK Sorce Advisory LLC 0.17% Reduce -1.9% 13,448 $5.5M
GSG Advisors LLC 1.74% Add +10.8% 13,425 $5.5M
Fsa Wealth Partners, Inc. 1.29% New 13,414 $5.5M
Winthrop Capital Management, LLC 1.46% New 13,280 $5.5M
Norris Perne & French LLP 0.40% Reduce -2.4% 13,324 $5.5M
Choate Investment Advisors 0.13% Reduce -0.8% 13,281 $5.5M
Donaldson Capital Management, LLC 0.21% Add +0.6% 13,252 $5.4M
Aspiriant, LLC 0.19% Reduce -8.6% 13,104 $5.4M
Sentinel Pension Advisors, LLC 1.00% Reduce -2.1% 13,101 $5.4M
Culbertson A N & Co. Inc. 0.85% Add +1.2% 13,085 $5.4M
TPG Financial Advisors, LLC 2.33% Add +1.3% 13,056 $5.4M
Muirfield Wealth Advisors LLC 4.41% Reduce -5.3% 13,041 $5.4M
Sensible Financial Planning & Management, LLC. 1.11% Reduce -0.1% 13,013 $5.3M
Facet Wealth, Inc. 0.14% Reduce -30.4% 12,739 $5.3M
Keybank National Association 0.02% Add +8.0% 12,957 $5.3M
Great Lakes Advisors, LLC 0.05% Add +1.4% 12,893 $5.3M
LifeGoal Investments, LLC 5.73% — 12,871 $5.3M
Motiv8 Investments LLC 3.69% Add +11.6% 12,803 $5.3M
Patriot Financial Group Insurance Agency, LLC 0.70% Add +11.7% 12,781 $5.2M
Glass Jacobson Investment Advisors llc 1.72% Add +9.4% 12,752 $5.2M
Bawa N Mallick Trust 2.30% — 12,750 $5.2M
Seeds Investor LLC 1.49% Add +3.1% 12,739 $5.2M
Tudor Investment Corporation 0.06% Reduce -5.4% 12,696 $5.2M
Barrett & Company, Inc. 2.18% Reduce -1.8% 12,579 $5.2M
Planning Directions Inc. 3.00% Reduce -2.5% 12,578 $5.2M
Centaurus Financial, Inc. 0.31% Add +8.4% 12,540 $5.1M
BCS Wealth Management 1.28% New 12,513 $5.1M
MSH Capital Advisors LLC 1.62% Reduce -14.5% 12,512 $5.1M
Ted Buchan & Co 2.42% Add +0.9% 12,485 $5.1M
Security Financial Services, INC. 1.04% Add +1.0% 12,466 $5.1M
Compass Investment Advisers LLC 14.62% — 12,271 $5.0M
Aptus Capital Advisors, LLC 0.06% Add +11.5% 12,247 $5.0M
Bay Rivers Group 2.44% Add +0.4% 12,241 $5.0M
Battery Global Advisors, LLC 2.69% No change 12,241 $5.0M
EnRich Financial Partners LLC 1.67% Reduce -2.7% 12,199 $5.0M
Asset Allocation & Management Company, LLC 2.73% No change 12,189 $5.0M
Parkside Financial Bank & Trust 0.66% Reduce -7.4% 12,180 $5.0M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -2.5% 12,145 $5.0M
Jennison Associates LLC 0.00% Add +367.4% 12,106 $5.0M
NFSG Corp 1.27% Add +17.8% 12,017 $4.9M
Laraway Financial Advisors Inc 3.75% Add +3.3% 11,867 $4.9M
Compass Capital Corp. /Ma/ 1.90% — 11,776 $4.9M
Roman Butler Fullerton & Co. 1.55% Add +3.5% 11,766 $4.9M
Walter & Keenan Wealth Management LLC /in/ 1.47% Add +32.5% 11,835 $4.9M
VSM Wealth Advisory, LLC 1.73% — 11,816 $4.8M
Kelleher Financial Advisors 1.82% No change 11,759 $4.8M
Focus Financial Network, Inc. 0.19% Add +0.6% 11,721 $4.8M
Spectrum Wealth Counsel, LLC 0.56% Add +51.0% 11,683 $4.8M
BIP Wealth, LLC 0.32% Add +12.0% 11,669 $4.8M
Blueprint Investment Partners LLC 0.76% Reduce -1.5% 11,662 $4.8M
Latko Wealth Management, Ltd. 2.83% Reduce -3.6% 11,613 $4.8M
Fifth Third Wealth Advisors LLC 0.26% Add +6.2% 11,599 $4.8M
Guidance Capital, Inc. 1.45% Add +11.6% 11,193 $4.7M
Sigma Planning Corp 0.15% Reduce -5.6% 11,521 $4.7M
Emergent Wealth Advisors, LLC 3.42% Add +1.8% 11,510 $4.7M
Diversified Trust Co. 0.12% Add +0.7% 11,490 $4.7M
FF Advisors,LLC 3.23% Reduce -0.1% 11,096 $4.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.73% Add +27.1% 11,149 $4.7M
BlackRock, Inc. 0.00% Add +384.6% 11,321 $4.6M
Gilliland Jeter Wealth Management LLC 1.57% Add +1.3% 11,319 $4.6M
MOKAN Wealth Management Inc. 2.95% — 11,285 $4.6M
Family CFO Inc 2.54% Add +1.3% 11,261 $4.6M
KCM Investment Advisors LLC 0.16% Add +1.6% 11,257 $4.6M
Tradition Wealth Management, LLC 0.41% Reduce -0.1% 11,216 $4.6M
Wedmont Private Capital 0.24% Add +2.2% 11,203 $4.6M
LifePlan Investment Advisors, Inc. 2.82% Add +3.6% 11,091 $4.6M
Quest 10 Wealth Builders, Inc. 4.51% — 11,055 $4.5M
Elios Financial Group Inc. 2.14% Reduce -8.5% 11,049 $4.5M
Clarity Capital Advisors, LLC 3.00% Add +18.7% 10,927 $4.5M
Composition Wealth, LLC 0.09% Reduce -30.7% 10,923 $4.5M
Alexander Labrunerie & Co., Inc. 2.01% Add +1.0% 10,923 $4.5M
Idaho Trust Co 2.25% Reduce -9.0% 10,897 $4.5M
Arkadios Wealth Advisors 0.24% Add +7.3% 10,871 $4.5M
Sage Mountain Advisors LLC 0.33% No change 10,858 $4.5M
SOA Wealth Advisors, LLC. 0.82% Reduce -1.9% 10,823 $4.4M
Beirne Wealth Consulting Services, LLC 1.60% Add +0.1% 10,815 $4.4M
Greystone Financial Group, LLC 0.77% Add +12.7% 10,807 $4.4M
Evercore Wealth Management, LLC 0.07% No change 10,802 $4.4M
Avidian Wealth Enterprises, LLC 0.20% Reduce -1.3% 10,800 $4.4M
Opinicus Capital, Inc. 3.71% Reduce -3.5% 10,739 $4.4M
Leavell Investment Management, Inc. 0.22% Reduce -5.0% 10,732 $4.4M
XY Planning Network, Inc. 3.30% — 10,718 $4.4M
Signal Advisors Wealth, LLC 0.50% Reduce -7.5% 10,693 $4.4M
Disciplined Investors, L.L.C. 4.20% — 10,751 $4.4M
U.S. Capital Wealth Advisors, LLC 0.13% Add +4.9% 10,541 $4.3M
Altiora Financial Group, LLC 0.94% No change 10,530 $4.3M
Institute for Wealth Management, LLC. 0.54% Reduce -5.1% 10,523 $4.3M
Parsons Capital Management Inc. 0.23% Add +1.4% 10,520 $4.3M
Kavar Capital Partners Group, LLC 0.73% Add +15.7% 10,496 $4.3M
EMC Capital Management 2.42% Reduce -77.9% 10,491 $4.3M
United Bank 0.51% No change 10,476 $4.3M
Level Financial Advisors 1.57% Add +51.6% 10,410 $4.3M
Apexium Financial, LP 0.26% Add +1.1% 10,408 $4.3M
Kwmg, LLC 0.44% Reduce -2.0% 10,382 $4.3M
Fulcrum Capital LLC 0.89% Add +16.4% 10,332 $4.2M
Maia Wealth LLC 0.91% Add +1.4% 10,264 $4.2M
Sound View Wealth Advisors Group, LLC 0.34% Add +9.8% 10,304 $4.2M
NorthStar Asset Management LLC 2.68% Add +0.6% 10,261 $4.2M
Evoke Wealth, LLC 0.12% Add +152.8% 10,257 $4.2M
West Bancorporation Inc. 2.76% Add +19.9% 10,241 $4.2M
Eclectic Associates Inc. 1.24% Add +26.2% 10,213 $4.2M
Montag A & Associates Inc. 0.20% Reduce -2.8% 10,161 $4.2M
Riggs Asset Managment Co. Inc. 1.11% Add +1.3% 10,068 $4.2M
Gradient Capital Advisors, LLC 1.34% Reduce -2.4% 10,156 $4.2M
Veridan Wealth LLC 1.95% — 10,038 $4.2M
Zhang Financial LLC 0.24% Add +0.2% 10,130 $4.2M
Stark Wealth Management LLC 3.05% — 10,092 $4.1M
Forte Capital LLC 0.46% Reduce -2.9% 10,053 $4.1M
Hillcrest Wealth Advisors - NY, LLC 1.96% Reduce -2.4% 10,050 $4.1M
Daymark Wealth Partners, LLC 0.17% Reduce -3.3% 10,046 $4.1M
Causey Wealth LLC 2.39% — 10,013 $4.1M
WESPAC Advisors SoCal, LLC 0.93% Reduce -24.1% 9,986 $4.1M
Fort Vancouver Investment Management, LLC 3.46% No change 9,938 $4.1M
Warwick Investment Management, Inc. 0.84% Add +101.2% 9,905 $4.1M
Houlihan Financial Resource Group, Ltd. 1.73% Reduce -2.5% 9,888 $4.1M
Root Financial Partners, LLC 0.50% Add +115.4% 9,771 $4.0M
Charter Oak Capital Management, LLC 0.37% Add +2.6% 9,755 $4.0M
Peak Retirement Planning, Inc. 2.69% — 9,692 $4.0M
Stokes Family Office, LLC 0.43% Reduce -19.7% 9,707 $4.0M
Hart & Patterson Financial Group LLC 1.94% Reduce -3.6% 9,701 $4.0M
BridgePort Financial Solutions, LLC 1.80% — 9,983 $4.0M
Integrated Investment Consultants, LLC 0.82% New 9,691 $4.0M
Pallas Capital Advisors LLC 0.17% Add +0.8% 9,675 $4.0M
Transcend Capital Advisors, LLC 0.29% Add +0.0% 9,656 $4.0M
ORG Partners LLC 0.55% Add +20.0% 9,648 $4.0M
Barclays PLC 0.00% Add +4138.8% 9,622 $3.9M
Paloma Partners Management Co 0.36% New 9,600 $3.9M
Lodestar Private Asset Management LLC 0.49% Reduce -1.4% 9,544 $3.9M
Councilor Wealth, LLC 1.86% Add +3.2% 9,526 $3.9M
Global Financial Private Client, LLC 1.46% Reduce -8.3% 9,508 $3.9M
Bravias Capital Group, LLC 3.16% — 9,305 $3.9M
Plante Moran Financial Advisors, LLC 0.32% Reduce -1.3% 9,483 $3.9M
World Equity Group, Inc. 0.83% Add +407.0% 9,436 $3.9M
Probity Advisors, Inc. 0.74% Reduce -3.6% 9,418 $3.9M
Moors & Cabot, Inc. 0.18% Add +7.5% 9,412 $3.9M
Blue Trust, Inc. 0.05% Reduce -0.9% 9,409 $3.9M
Savvy Advisors, Inc. 0.46% Add +6.3% 9,403 $3.9M
Nixon Peabody Trust Co. 0.32% No change 9,400 $3.9M
WoodTrust Financial Corp 0.54% Add +2.8% 9,381 $3.9M
First American Trust, FSB 0.38% Add +7.3% 9,328 $3.8M
Compass Financial Group, INC 0.73% Reduce -0.4% 9,317 $3.8M
Davidson Trust Co. 1.95% Reduce -5.0% 9,236 $3.8M
Cozad Asset Management Inc. 0.35% Reduce -1.4% 9,232 $3.8M
MGB Wealth Management, LLC 1.17% Add +2.3% 9,155 $3.8M
Silver Oak Securities, Incorporated 0.35% Add +211.0% 9,060 $3.8M
Sutton Place Investors LLC 2.17% Reduce -0.8% 9,122 $3.7M
AQR Capital Management 0.00% Add +14.0% 9,108 $3.7M
Guyasuta Investment Advisors Inc. 0.23% Add +11.0% 9,055 $3.7M
Kuhn & Co Investment Counsel 3.16% Reduce -1.1% 9,044 $3.7M
Valmark Advisers, Inc. 0.06% Reduce -10.1% 9,040 $3.7M
Equitable Trust Co. 0.20% New 8,950 $3.7M
Dorsey & Whitney Trust CO LLC 0.20% Reduce -11.6% 8,944 $3.7M
Kelman-Lazarov, Inc. 0.66% Reduce -4.0% 8,942 $3.7M
Arcadia Investment Advisors LLC 2.00% Reduce -0.3% 8,934 $3.7M
National Philanthropic Trust 0.05% Add +4.2% 8,922 $3.7M
Aaron Wealth Advisors LLC 0.42% Reduce -0.3% 8,904 $3.7M
HHM Wealth Advisors, LLC 0.50% Add +2.4% 8,892 $3.6M
St Germain D J Co. Inc. 0.17% Add +5.5% 8,883 $3.6M
Nestegg Advisors, Inc. 3.68% — 8,805 $3.6M
Stonegate Investment Group, LLC 0.10% Add +3.2% 8,857 $3.6M
Raab & Moskowitz Asset Management LLC 0.89% Reduce -10.6% 8,847 $3.6M
Edge Financial Advisors LLC 3.23% Reduce -0.3% 8,806 $3.6M
Smithfield Trust Co 0.18% Reduce -14.8% 8,782 $3.6M
Prospect Financial Services LLC 1.96% Add +6.7% 8,745 $3.6M
Birchcreek Wealth Management, LLC 2.25% Add +1.0% 8,731 $3.6M
Compton Wealth Advisory Group, LLC 0.92% Reduce -1.1% 8,713 $3.6M
Capital Investment Advisors, LLC 0.07% Add +22.8% 8,713 $3.6M
Laird Norton Wetherby Wealth Management, LLC 0.17% Add +2.9% 8,659 $3.6M
Aspen Grove Capital, LLC 0.75% Add +7.7% 8,630 $3.5M
KG Capital Management 1.14% Add +7.4% 8,603 $3.5M
White Knight Strategic Wealth Advisors, LLC 1.47% Add +82.4% 8,582 $3.5M
Principal Securities, Inc. 0.08% Reduce -2.9% 8,557 $3.5M
Vantagepoint Investment Advisers LLC 0.56% Reduce -87.3% 8,500 $3.5M
Pacific Financial Group Inc. 2.58% Reduce -10.7% 8,487 $3.5M
Moulton Wealth Management, Inc. 2.67% Add +0.8% 8,477 $3.5M
Strategic Family Wealth Counselors, L.L.C. 1.13% Add +2.1% 8,455 $3.5M
Smartleaf Asset Management LLC 0.35% Add +28.7% 8,358 $3.5M
1900 Wealth Management LLC 0.29% Add +1.0% 8,403 $3.4M
RVW Wealth, LLC 0.32% Reduce -0.6% 8,397 $3.4M
Integrated Advisors Network LLC 0.17% Reduce -2.6% 8,382 $3.4M
Dark Forest Capital Management LP 0.51% Add +44.8% 8,378 $3.4M
Center for Financial Planning, Inc. 0.46% Add +0.2% 8,337 $3.4M
Financial Alternatives, Inc 2.41% Reduce -0.2% 8,333 $3.4M
Ellevest, Inc. 0.20% Reduce -0.7% 8,307 $3.4M
Grandview Asset Management LLC 1.25% New 8,272 $3.4M
Madison Wealth Partners, Inc 0.95% Reduce -0.6% 8,249 $3.4M
Whittier Trust Co. of Nevada Inc. 0.08% Add +0.9% 8,247 $3.4M
Forum Private Client Group LLC 1.50% Reduce -2.4% 8,211 $3.4M
Synergy Asset Management, LLC 0.26% Add +106.8% 8,473 $3.4M
Outlook Wealth Advisors, LLC 0.97% Add +5.5% 8,190 $3.4M
Kingswood Wealth Advisors, LLC 0.25% Add +52.3% 8,137 $3.3M
NorthRock Partners, LLC 0.11% Reduce -6.9% 8,102 $3.3M
Accurate Wealth Management, LLC 0.64% Reduce -3.0% 8,150 $3.3M
Keebeck Wealth Management 0.48% Add +5.5% 8,067 $3.3M
Covington Investment Advisors Inc. 0.50% Add +1.9% 8,063 $3.3M
Ashton Thomas Securities, LLC 0.91% Reduce -7.4% 8,062 $3.3M
RFP Financial Group LLC 1.29% Reduce -51.1% 8,026 $3.3M
Platform Technology Partners 1.00% Add +27.3% 8,007 $3.3M
Apeiron RIA LLC 0.92% Reduce -4.8% 8,001 $3.3M
City State Bank 1.16% Add +11.1% 7,992 $3.3M
Southland Equity Partners LLC 0.76% Add +1.8% 7,975 $3.3M
Reynders McVeigh Capital Management, LLC 0.17% Reduce -1.8% 7,956 $3.3M
Coastline Trust Co 0.38% No change 7,950 $3.3M
Hanover Advisors Inc. 1.37% Add +2.6% 7,944 $3.3M
Panoramic Investment Advisors, LLC 2.12% Add +11.4% 7,919 $3.3M
Clear Creek Financial Management, LLC 0.35% Add +5.0% 7,841 $3.2M
Rothschild Investment LLC 0.21% Reduce -5.9% 7,836 $3.2M
Baker Boyer National Bank 1.11% Add +0.4% 7,825 $3.2M
Red Wave Investments LLC 1.12% Reduce -1.9% 7,809 $3.2M
Aureus Asset Management, LLC 0.21% No change 7,808 $3.2M
RCS Financial Planning, LLC 1.70% Reduce -7.2% 7,786 $3.2M
Advance Capital Management, Inc. 0.15% Reduce -0.6% 7,777 $3.2M
Wilson & Boucher Capital Management, LLC 2.25% No change 7,724 $3.2M
American Capital Advisory, LLC 1.75% Add +5.7% 7,682 $3.2M
Keel Point, LLC 0.25% Add +52.6% 7,681 $3.2M
Sanctuary Wealth Management, L.L.C. 2.08% Add +81.9% 7,677 $3.2M
Advisor OS, LLC 0.36% Add +17.7% 7,672 $3.1M
Canvas Wealth Advisors, LLC 0.79% Reduce -5.6% 7,663 $3.1M
KMG Fiduciary Partners, LLC 0.26% Reduce -6.4% 7,549 $3.1M
Richmond Investment Services, LLC 1.73% — 7,504 $3.1M
Encompass More Asset Management 1.01% New 7,483 $3.1M
Hoge Financial Services, LLC 2.25% Reduce -0.6% 7,477 $3.1M
Evermay Wealth Management LLC 0.46% Reduce -3.4% 7,459 $3.1M
Cassaday & Co Wealth Management LLC 0.08% Add +0.1% 7,435 $3.1M
Spectrum Asset Management, Inc. (NB/CA) 1.37% Reduce -2.6% 7,428 $3.0M
GHP Investment Advisors, Inc. 0.14% Reduce -1.6% 7,399 $3.0M
L. Roy Papp & Associates, LLP 0.35% Add +1.7% 7,369 $3.0M
Earned Wealth Advisors, LLC 0.96% Add +2.6% 7,346 $3.0M
Meeder Advisory Services, Inc. 0.19% Add +20.4% 7,322 $3.0M
Global Wealth Management Investment Advisory, Inc. 0.62% Add +2.0% 7,316 $3.0M
Martin Worley Group 1.87% — 7,276 $3.0M
Motco 0.31% Reduce -0.6% 7,265 $3.0M
ArchPoint Investors 0.97% No change 7,220 $3.0M
Arkos Global Advisors 0.43% No change 7,200 $3.0M
Fisher Asset Management 0.00% Reduce -14.3% 7,127 $2.9M
Del-Sette Capital Management, LLC 2.36% Reduce -7.6% 7,095 $2.9M
Chicago Capital, LLC 0.08% Reduce -2.3% 7,052 $2.9M
Greenleaf Trust 0.03% Add +13.1% 7,025 $2.9M
United Advisor Group, LLC 0.57% Add +7.5% 6,990 $2.9M
Forum Financial Management, LP 0.05% Add +0.2% 6,989 $2.9M
MJP Associates Inc. 0.51% Add +8.1% 6,954 $2.9M
Vise Technologies, Inc. 0.24% Reduce -1.5% 6,911 $2.8M
UNIVEST FINANCIAL Corp 0.18% Add +3.4% 6,905 $2.8M
Madison Asset Management, LLC 0.03% Add +18.2% 6,894 $2.8M
Madison Investment Advisors, LLC 0.03% — 6,894 $2.8M
Paragon Private Wealth Management, LLC 1.30% Reduce -14.8% 6,856 $2.8M
Stonebridge Financial Planning Group, LLC 1.26% Add +3.1% 6,849 $2.8M
Invst, LLC 0.34% Add +0.6% 6,840 $2.8M
Westbourne Investments, Inc. 1.65% — 6,825 $2.8M
PGIM Custom Harvest LLC 0.05% Add +9.4% 6,822 $2.8M
ProVise Management Group, LLC 0.24% Reduce -11.7% 6,799 $2.8M
Thoroughbred Financial Services, LLC 0.17% Add +1.7% 6,799 $2.8M
WBH Advisory Inc. 0.26% Add +121.3% 6,769 $2.8M
Sharpepoint LLC 2.49% — 6,739 $2.8M
PFG Investments, LLC 0.17% Add +23.4% 6,729 $2.8M
Compass Ion Advisors, LLC 0.32% Add +1.4% 6,668 $2.7M
Ciovacco Capital Management LLC 1.56% Reduce -1.3% 6,655 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% Add +0.2% 6,624 $2.7M
Continuum Advisory, LLC 0.35% Add +4.0% 6,623 $2.7M
Caldwell Trust Co 0.28% Add +118.5% 6,615 $2.7M
Talon Private Wealth, LLC 0.57% Add +131.2% 6,591 $2.7M
Axis Wealth Partners, LLC 2.28% — 6,583 $2.7M
Fenimore Asset Management Inc 0.06% No change 6,581 $2.7M
Ade, LLC 1.65% Reduce -0.6% 6,556 $2.7M
Peapack Gladstone Financial Corp. 0.04% Add +6.3% 6,556 $2.7M
Axxcess Wealth Management, LLC 0.07% Add +1.8% 6,535 $2.7M
Gallagher Capital Advisors, LLC 1.95% — 6,530 $2.7M
Diversified Enterprises, LLC 0.26% Reduce -0.2% 6,510 $2.7M
Benjamin Edwards Inc. 0.04% Add +81.4% 6,473 $2.7M
Insigneo Advisory Services, LLC 0.27% Add +1.4% 6,467 $2.7M
McAdam, LLC 0.14% Reduce -6.5% 6,451 $2.6M
Rockwood Wealth Management, LLC 0.29% Add +0.9% 6,389 $2.6M
Ancora Advisors LLC 0.06% Reduce -3.2% 6,446 $2.6M
Mezzasalma Advisors, LLC 0.85% Add +145.7% 6,419 $2.6M
Obsidian Personal Planning Solutions LLC 1.27% Reduce -3.8% 6,297 $2.6M
EFG Asset Management (Americas) Corp. 0.51% Reduce -23.3% 6,406 $2.6M
Fjell Capital, LLC 2.71% — 6,404 $2.6M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -1.3% 6,392 $2.6M
JT Stratford LLC 0.43% Add +2.0% 6,384 $2.6M
Ballentine Partners, LLC 0.04% Add +29.9% 6,387 $2.6M
Next Capital Management LLC 1.06% No change 6,308 $2.6M
Columbia Asset Management 0.49% Reduce -10.5% 6,304 $2.6M
Ewa, LLC 0.97% Reduce -1.2% 6,292 $2.6M
North Star Asset Management Inc. 0.11% No change 6,286 $2.6M
Bowman & Co S.C. 1.34% Add +13.7% 6,281 $2.6M
Plancorp, LLC 0.11% Reduce -0.4% 6,263 $2.6M
Ibex Wealth Advisors 0.30% New 6,223 $2.6M
Kaydan Wealth Management, Inc. 0.84% Add +9.4% 6,169 $2.5M
Summit Investment Advisory Services, LLC 1.30% Add +0.0% 6,155 $2.5M
MTC Wealth Management LLC 1.21% Reduce -2.8% 6,121 $2.5M
American Institute for Advanced Investment Management, LLP 1.85% Reduce -0.8% 6,054 $2.5M
Buckingham Capital Management, Inc. 0.28% New 6,049 $2.5M
Stone Summit Wealth LLC 0.83% Add +1.8% 6,045 $2.5M
Kane Investment Management, Inc. 1.39% — 6,043 $2.5M
Silver Lake Advisory, LLC 1.09% Add +0.6% 6,041 $2.5M
Blue Zone Wealth Advisors, LLC 0.71% Reduce -1.8% 6,039 $2.5M
Jordan Park Group LLC 0.18% No change 6,000 $2.5M
IPG Investment Advisors LLC 0.56% New 5,993 $2.5M
Smith Salley Wealth Management 0.16% Add +2.8% 5,992 $2.5M
Pinnacle Associates Ltd. 0.03% Add +48.6% 5,989 $2.5M
Argent Trust Co 0.10% Add +0.1% 5,982 $2.5M
Wealth Effects LLC 0.87% Add +0.2% 5,958 $2.4M
RS Crum Inc. 0.60% Reduce -5.5% 5,935 $2.4M
Prepared Retirement Institute LLC 1.39% Reduce -4.0% 5,930 $2.4M
SigFig Wealth Management, LLC 0.09% Reduce -9.2% 5,877 $2.4M
Sunburst Financial Group, LLC 0.60% Reduce -2.7% 5,914 $2.4M
Fortis Group Advisors, LLC 0.45% Add +17.9% 5,907 $2.4M
Davis R M Inc. 0.05% Add +62.3% 5,892 $2.4M
Intrua Financial, LLC 0.39% Reduce -33.4% 5,879 $2.4M
Jackson Hole Capital Partners, LLC 0.49% No change 5,865 $2.4M
Robinson Smith Wealth Advisors LLC 2.04% Add +0.0% 5,865 $2.4M
WESPAC Advisors, LLC 1.77% Reduce -2.5% 5,859 $2.4M
Olde Wealth Management, LLC 0.86% Reduce -4.3% 5,857 $2.4M
First Trust Advisors LP 0.00% New 5,849 $2.4M
MilWealth Group LLC 0.65% Reduce -1.1% 5,846 $2.4M
Wiser Advisor Group LLC 3.49% Add +0.1% 5,840 $2.4M
K2 Financial Inc. 2.38% — 5,896 $2.4M
Certuity, LLC 0.26% Add +4.2% 5,824 $2.4M
TFB Advisors LLC 0.68% Reduce -7.3% 5,816 $2.4M
Jmac Enterprises LLC 0.37% Add +1.1% 5,793 $2.4M
Salem Investment Counselors Inc. 0.08% Add +3.9% 5,773 $2.4M
TD Waterhouse Canada Inc. 0.02% Reduce -0.7% 5,771 $2.4M
Carl P. Sherr & Co., LLC 1.24% Reduce -2.1% 5,757 $2.4M
CPA Asset Management Group, LLC 1.09% Add +12.4% 5,729 $2.4M
KFA Private Wealth Group, LLC 0.98% Add +4.9% 5,717 $2.3M
Covenant Asset Management, LLC 0.52% Add +2.2% 5,706 $2.3M
Evergreen Wealth Management, LLC 1.38% Reduce -1.7% 5,702 $2.3M
Legacy Financial Group LLC 0.38% New 5,688 $2.3M
Summit Global Investments 0.15% Add +50.7% 5,682 $2.3M
Quadrant Private Wealth Management, LLC 0.57% Reduce -26.3% 5,658 $2.3M
Accretive Wealth Partners, LLC 0.99% Reduce -11.2% 5,655 $2.3M
Barnes Wealth Management Group, Inc 1.55% — 5,649 $2.3M
Park Square Financial Group, LLC 1.60% — 5,645 $2.3M
Anchor Investment Management, LLC 0.22% Add +18.8% 5,640 $2.3M
Tidal Investments LLC 0.02% Add +7.8% 5,631 $2.3M
Easterly Investment Partners LLC 0.18% No change 5,617 $2.3M
Liberty Wealth Management LLC 0.38% Add +0.2% 5,612 $2.3M
Flputnam Investment Management Co. 0.04% Add +3.6% 5,603 $2.3M
Maripau Wealth Management LLC 1.36% New 5,598 $2.3M
Bridges Investment Management Inc. 0.03% Add +1.5% 5,589 $2.3M
Evanson Asset Management, LLC 0.16% Reduce -12.5% 5,585 $2.3M
Trinity Financial Advisors LLC 0.86% Add +3.4% 5,550 $2.3M
Good Life Advisors, LLC 0.17% Reduce -2.7% 5,534 $2.3M
Retirement Income Solutions, Inc. 0.46% No change 5,521 $2.3M
Goodwin Investment Advisory 1.18% Reduce -0.2% 5,513 $2.3M
Independent Wealth Network Inc. 0.92% Add +8.4% 5,511 $2.3M
Atlas Legacy Advisors, LLC 0.55% — 5,505 $2.3M
Marco Investment Management LLC 0.19% Add +0.0% 5,498 $2.3M
WMS Partners, LLC 0.13% No change 5,490 $2.3M
Sax Wealth Advisors, LLC 0.18% Add +3.4% 5,485 $2.3M
Sagace Wealth Management LLC 1.69% Reduce -19.5% 5,482 $2.3M
West Financial Advisors, LLC 0.43% Add +5.9% 5,470 $2.2M
Truefg, LLC 0.73% Reduce -1.5% 5,462 $2.2M
BKM Wealth Management, LLC 0.92% Reduce -4.3% 5,448 $2.2M
PAX Financial Group, LLC 0.40% Add +20.0% 5,443 $2.2M
Principal Financial Group Inc. 0.00% New 5,436 $2.2M
Occidental Asset Management, LLC 0.35% Add +30.5% 5,419 $2.2M
Belpointe Asset Management LLC 0.13% Add +3.2% 5,913 $2.2M
Allen Investment Management, LLC 0.03% Add +331.3% 5,391 $2.2M
Lion Street Advisors, LLC 0.70% Reduce -9.4% 5,375 $2.2M
Nicolet Bankshares Inc. 0.43% No change 5,374 $2.2M
Triangle Securities Wealth Management 0.56% Add +4.2% 5,358 $2.2M
Investor's Fiduciary Advisor Network, LLC 0.84% — 5,340 $2.2M
Foguth Wealth Management, LLC. 0.57% Add +1.5% 5,164 $2.2M
Journey Advisory Group, LLC 0.26% No change 5,771 $2.2M
Geometric Wealth Advisors 0.39% No change 5,253 $2.2M
Old National Bancorp 0.05% Add +75.2% 5,239 $2.2M
Carolinas Wealth Consulting LLC 0.42% Add +0.6% 5,233 $2.1M
OneAscent Financial Services LLC 0.18% New 5,216 $2.1M
Hickory Asset Management, Inc. 1.82% — 5,216 $2.1M
Marks Group Wealth Management, Inc 0.21% Reduce -5.0% 5,207 $2.1M
Crestwood Advisors Group, LLC 0.04% Add +2.9% 5,191 $2.1M
Whittier Trust Co. 0.03% No change 5,189 $2.1M
Wick Capital Partners, LLC 0.63% Add +13.9% 5,166 $2.1M
MV Capital Management, Inc. 0.22% No change 5,125 $2.1M
Bordeaux Wealth Advisors LLC 0.34% No change 5,116 $2.1M
Greenhouse Wealth Management, LLC 1.38% Reduce -0.9% 5,102 $2.1M
Acas, LLC 1.55% Reduce -10.0% 4,975 $2.1M
SeaCrest Wealth Management, LLC 0.22% Add +12.9% 5,089 $2.1M
Pinnacle Bancorp, Inc. 0.68% Reduce -3.6% 5,088 $2.1M
Pure Financial Advisors, LLC 0.05% Add +36.8% 5,077 $2.1M
Patten & Patten Inc. 0.14% Add +2.4% 5,071 $2.1M
Tradewinds, LLC. 0.58% Reduce -0.4% 4,922 $2.1M
LifeSteps Financial, Inc. 1.59% Reduce -0.6% 5,051 $2.1M
Main Street Financial Solutions, LLC 0.20% Reduce -29.4% 5,025 $2.1M
RoundAngle Advisors LLC 1.96% — 5,019 $2.1M
Sabal Trust CO 0.12% Reduce -17.2% 5,012 $2.1M
Harbour Capital Advisors, LLC 0.46% Add +8.4% 4,927 $2.1M
Wealthstream Advisors, Inc. 0.38% Add +1.8% 4,990 $2.0M
Summit Wealth Partners, LLC 0.42% Add +0.3% 4,987 $2.0M
Annex Advisory Services, LLC 0.06% Add +137.9% 4,982 $2.0M
Diversify Advisory Services, LLC 0.11% Add +31.6% 5,020 $2.0M
Vantage Financial Partners, LLC 0.51% Reduce -0.9% 4,981 $2.0M
Rossmore Private Capital 0.25% Add +6.9% 4,975 $2.0M
Fulton Bank, N.A. 0.08% No change 4,973 $2.0M
SwitchPoint Financial Planning, LLC 1.95% — 4,954 $2.0M
Stephens Consulting, LLC 0.51% Reduce -1.2% 4,949 $2.0M
May Hill Capital, LLC 0.79% — 4,944 $2.0M
SVB Wealth LLC 0.04% New 4,936 $2.0M
Powell Investment Advisors, LLC 0.93% Add +0.0% 4,913 $2.0M
Hanson & Doremus Investment Management 0.32% No change 4,909 $2.0M
TAP Consulting, LLC 0.41% Reduce -0.5% 4,908 $2.0M
Barnes Pettey Financial Advisors, LLC 1.53% Reduce -2.0% 4,896 $2.0M
DT Investment Partners, LLC 0.17% No change 4,886 $2.0M
Boston Financial Mangement LLC 0.06% Reduce -1.2% 4,835 $2.0M
SteelPeak Wealth, LLC 0.08% Add +84.4% 4,831 $2.0M
Busey Bank 0.06% Reduce -1.2% 4,797 $2.0M
Marquette Asset Management, LLC 0.32% Reduce -3.7% 4,794 $2.0M
BXM Wealth LLC 2.75% — 4,794 $2.0M
Adirondack Trust Co. 0.75% Add +8.7% 4,779 $2.0M
Park National Corp. 0.07% No change 4,764 $2.0M
Asset Dedication, LLC 0.15% Reduce -5.5% 4,761 $2.0M
Coppell Advisory Solutions LLC 0.27% Add +22.2% 4,710 $2.0M
Strategic Advocates LLC 0.66% Reduce -1.9% 4,739 $1.9M
Taylor Hoffman Capital Management LLC 0.70% Reduce -2.6% 4,727 $1.9M
Wealth Watch Advisors, INC 1.20% — 4,714 $1.9M
Graves Light Lenhart Wealth, Inc. 0.24% No change 4,713 $1.9M
Iron Gate Global Advisors LLC 0.27% Add +4.3% 4,683 $1.9M
Moseley Investment Management Inc. 0.74% Add +10.3% 4,638 $1.9M
Bedel Financial Consulting, Inc. 0.26% Reduce -0.9% 4,522 $1.9M
IFC Advisors LLC 0.41% — 4,622 $1.9M
Sunbelt Securities, Inc. 0.17% Reduce -15.9% 4,537 $1.9M
Staley Capital Advisers Inc. 0.08% Reduce -1.9% 4,571 $1.9M
Avant Capital LLC 1.55% — 4,560 $1.9M
Soltis Investment Advisors LLC 0.17% Add +3.7% 4,554 $1.9M
Legacy Capital Wealth Partners, LLC 0.46% New 4,543 $1.9M
Key Financial Inc 0.42% Add +0.1% 4,542 $1.9M
REDW Wealth LLC 0.65% Reduce -27.9% 4,542 $1.9M
CRA Financial Services, LLC 0.32% Add +4.0% 4,523 $1.9M
Clarendon Private LLC 1.94% — 4,517 $1.9M
Baker Tilly Wealth Management, LLC 0.73% Add +215.2% 4,507 $1.8M
Spinnaker Investment Group, LLC 0.45% Reduce -12.6% 4,502 $1.8M
Rollins Financial Advisors, LLC 0.29% Reduce -0.1% 4,464 $1.8M
Mission Creek Capital Partners, Inc. 0.40% Reduce -3.5% 4,414 $1.8M
Heritage Financial Services, LLC 0.24% Add +1.7% 4,411 $1.8M
Trilogy Capital Inc. 0.09% Add +12.7% 4,409 $1.8M
Ingalls & Snyder LLC 0.07% Reduce -8.0% 4,392 $1.8M
Optima Capital LLC 1.24% — 4,389 $1.8M
Stonebrook Private Inc. 0.47% Reduce -1.8% 4,386 $1.8M
FineMark National Bank & Trust 0.06% Add +14.2% 4,368 $1.8M
Hershey Financial Advisers, LLC 1.57% — 4,333 $1.8M
Allegheny Financial Group 0.46% Add +9.1% 4,328 $1.8M
Atlantic Edge Private Wealth Management, LLC 0.55% Add +77.9% 4,327 $1.8M
FWG Investments, LLC. 1.37% Add +473.0% 4,309 $1.8M
Nicholas Hoffman & Company, LLC. 0.07% No change 4,260 $1.7M
Icon Wealth Advisors, LLC 0.14% No change 4,248 $1.7M
NorthLanding Financial Partners, LLC 1.76% Reduce -8.1% 4,243 $1.7M
Sterling Wealth Management, Inc. 0.64% Add +0.1% 4,241 $1.7M
Wingate Wealth Advisors, Inc. 1.70% — 4,212 $1.7M
Fusion Family Wealth, LLC 0.16% No change 4,194 $1.7M
Private Trust Co. NA 0.18% Add +3.7% 4,192 $1.7M
Cibc World Market Inc. 0.00% Add +12.2% 4,180 $1.7M
Strait & Sound Wealth Management LLC 0.79% Reduce -4.2% 4,151 $1.7M
Tyler-Stone Wealth Management 0.30% Add +0.0% 4,148 $1.7M
Freestone Capital Holdings, LLC 0.06% Add +113.8% 4,144 $1.7M
360 Financial, Inc. 0.61% Reduce -14.7% 4,143 $1.7M
ICONIQ Capital, LLC 0.03% Add +0.1% 4,143 $1.7M
Grange Capital, LLC 1.78% — 4,139 $1.7M
Boyd Wealth Management, LLC 0.84% No change 4,132 $1.7M
Newman Dignan & Sheerar, Inc. 0.43% No change 4,125 $1.7M
CWA Asset Management Group, LLC 0.09% Add +12.9% 4,119 $1.7M
Alta Wealth Advisors LLC 0.74% No change 4,099 $1.7M
Qube Research & Technologies Ltd 0.00% Add +64.5% 4,095 $1.7M
SkyOak Wealth, LLC 0.36% Reduce -3.7% 4,092 $1.7M
Park Place Capital Corp 0.47% Reduce -0.1% 4,087 $1.7M
Providence Capital Advisors, LLC 0.34% Add +4.5% 4,074 $1.7M
Retirement Planning Co of New England, Inc. 0.81% Reduce -1.2% 4,061 $1.7M
Sagespring Wealth Partners, LLC 0.04% — 4,057 $1.7M
Whitaker-Myers Wealth Managers, LTD. 0.48% Reduce -15.5% 4,050 $1.7M
Investments & Financial Planning, LLC 1.02% Reduce -1.1% 4,027 $1.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.05% No change 4,027 $1.7M
Crux Wealth Advisors 0.92% — 4,022 $1.7M
Absolute Capital Management, LLC 0.91% Add +15.0% 3,985 $1.6M
Holos Integrated Wealth LLC 1.12% — 4,004 $1.6M
Goldstein Advisors, LLC 0.24% Reduce -6.8% 4,001 $1.6M
North Ridge Wealth Advisors, Inc. 1.14% Reduce -0.2% 4,000 $1.6M
Oakworth Capital, Inc. 0.11% Reduce -6.0% 3,994 $1.6M
Saiph Capital, LLC 0.74% Add +5.0% 3,983 $1.6M
Southern Capital Advisors, LLC 0.90% Add +0.1% 3,966 $1.6M
Asset Management Group, Inc. 0.29% Add +0.1% 3,963 $1.6M
Clark Capital Management Group, Inc. 0.01% Add +28.4% 3,957 $1.6M
Dana Investment Advisors, Inc. 0.05% Add +1.8% 3,946 $1.6M
Country Club Bank 0.11% No change 3,888 $1.6M
Kestra Investment Management, LLC 0.06% Add +39.4% 3,922 $1.6M
Cedar Mountain Advisors, LLC 0.35% Add +0.1% 3,921 $1.6M
International Assets Investment Management, LLC 0.13% New 3,927 $1.6M
Lantz Financial LLC 0.43% Add +0.8% 3,919 $1.6M
Lane & Associates LLC 0.83% Reduce -5.9% 3,837 $1.6M
Accel Wealth Management 0.61% Add +10.5% 3,908 $1.6M
Jeppson Wealth Management, LLC 0.58% Reduce -3.8% 3,900 $1.6M
Tectonic Advisors LLC 0.10% Add +22.3% 3,897 $1.6M
Tandem Capital Management Corp. 0.86% Add +2.1% 3,892 $1.6M
Founders Financial Alliance, LLC 0.44% Reduce -1.4% 3,890 $1.6M
First Citizens Bank & Trust Co. 0.03% Add +2.0% 3,875 $1.6M
Walkner Condon Financial Advisors LLC 0.32% Reduce -15.0% 3,862 $1.6M
Embree Financial Group 0.27% Add +3.8% 3,843 $1.6M
Yelin Lapidot Holdings Management Ltd. 0.27% No change 3,835 $1.6M
Security National Bank of So Dak 0.87% No change 3,818 $1.6M
Next Level Private LLC 0.63% Add +0.0% 3,787 $1.6M
Jefferies Financial Group Inc. 0.02% Reduce -0.3% 3,785 $1.6M
Tower Research Capital LLC (TRC) 0.03% Add +11336.4% 3,774 $1.5M
Pecaut & Co. 0.54% Reduce -0.9% 3,773 $1.5M
Sugarloaf Wealth Management, LLC 0.29% Reduce -8.1% 3,769 $1.5M
SK Wealth Management, LLC 0.78% No change 3,751 $1.5M
Arq Wealth Advisors, LLC 0.59% Reduce -0.8% 3,749 $1.5M
Vertex Planning Partners, LLC 0.34% Reduce -9.9% 3,748 $1.5M
Sfm, LLC 1.08% Add +23.1% 3,745 $1.5M
LaFleur & Godfrey LLC 0.21% Add +5.2% 3,733 $1.5M
Aua Capital Management, LLC 0.98% No change 3,730 $1.5M
Mogy Joel R Investment Counsel Inc. 0.09% No change 3,725 $1.5M
Burney Co./ 0.05% Reduce -4.7% 3,717 $1.5M
Fort Sheridan Advisors LLC 0.22% Add +0.2% 3,710 $1.5M
Traction Financial Partners, LLC 1.18% Add +0.0% 3,701 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +0.9% 3,700 $1.5M
KilterHowling LLC 0.87% Add +0.1% 3,597 $1.5M
Ferguson Wellman Capital Management, Inc. 0.03% Add +0.1% 3,683 $1.5M
Executive Wealth Management, LLC 0.12% Reduce -5.4% 3,683 $1.5M
Twin Lakes Capital Management, LLC 0.97% Add +0.1% 3,679 $1.5M
Baring Financial LLC 1.34% — 3,668 $1.5M
Freedom Investment Management, Inc. 0.12% Add +38.6% 3,654 $1.5M
Cherry Tree Wealth Management, LLC 0.37% Reduce -1.8% 3,649 $1.5M
Advocate Group LLC 0.28% No change 3,649 $1.5M
Provenance Wealth Advisors, LLC 0.19% No change 3,641 $1.5M
Foster Victor Wealth Advisors, LLC 0.11% Reduce -5.8% 3,580 $1.5M
Meritage Portfolio Management 0.09% Add +3.0% 3,627 $1.5M
Glenview Trust Co 0.03% Add +13.0% 3,617 $1.5M
Ruggaard & Associates LLC 0.65% Add +3.6% 3,611 $1.5M
Hilltop National Bank 0.44% Add +54.5% 3,591 $1.5M
HBW Advisory Services LLC 0.15% Add +0.8% 3,529 $1.4M
Northwest Bancshares, Inc. 0.27% Reduce -2.9% 3,525 $1.4M
Graney & King, LLC 1.09% — 3,522 $1.4M
Sovran Advisors, LLC 0.20% — 3,552 $1.4M
SPC Financial, Inc. 0.12% Reduce -24.8% 3,488 $1.4M
Alpha Cubed Investments, LLC 0.07% Add +8.7% 3,471 $1.4M
Harbor Group, Inc. 0.32% Reduce -0.3% 3,458 $1.4M
American Trust 0.11% Add +2.5% 3,446 $1.4M
Almanack Investment Partners, LLC. 0.22% Reduce -18.8% 3,444 $1.4M
Rockbridge Investment Management, LCC 0.18% No change 3,435 $1.4M
Squarepoint Ops LLC 0.00% New 3,432 $1.4M
Camelot Portfolios, LLC 1.52% Reduce -4.8% 3,430 $1.4M
T. Rowe Price Associates Inc. 0.00% No change 3,426 $1.4M
Primoris Wealth Advisors, LLC 1.06% Add +27.1% 3,405 $1.4M
Canandaigua National Bank & Trust Co. 0.14% No change 3,401 $1.4M
Sonoma Private Wealth LLC 2.25% Reduce -0.5% 3,395 $1.4M
First National Bank Sioux Falls 0.59% Reduce -0.9% 3,388 $1.4M
Patriot Investment Management Group, Inc. 0.10% Add +0.0% 3,373 $1.4M
Capital Management Associates, Inc 0.52% Add +141.5% 3,371 $1.4M
Boston Trust Walden Corp 0.01% No change 3,334 $1.4M
Silver Coast Investments LLC 0.52% Add +63.9% 3,322 $1.4M
LRI Investments, LLC 0.13% No change 3,319 $1.4M
First Manhattan Co. Llc. 0.00% Add +41.4% 3,301 $1.4M
Westmount Partners, LLC 0.41% Add +0.1% 3,294 $1.4M
Eldridge Investment Advisors, Inc. 0.31% Reduce -2.2% 3,292 $1.4M
WealthCare Investment Partners, LLC 0.59% Add +4.5% 3,296 $1.4M
New England Private Wealth Advisors LLC 0.21% Add +0.1% 3,288 $1.3M
Quadrant Capital Group LLC 0.09% Reduce -0.8% 3,286 $1.3M
Golden State Wealth Management, LLC 0.20% — 3,266 $1.3M
Wealth Architects, LLC 0.15% No change 3,245 $1.3M
Nautilus Advisors LLC 1.05% — 3,226 $1.3M
Cypress Financial Planning LLC 0.49% Reduce -0.0% 3,223 $1.3M
Summit Financial Strategies, Inc. 0.15% Reduce -9.4% 3,222 $1.3M
RTD Financial Advisors, Inc. 0.17% Reduce -8.4% 3,221 $1.3M
Fiducient Advisors LLC 0.16% Reduce -5.7% 3,216 $1.3M
Fiduciary Financial Group, LLC 0.29% Add +1.3% 3,240 $1.3M
Curtis Advisory Group, LLC 0.35% Reduce -4.3% 3,210 $1.3M
Creekmur Asset Management LLC 0.30% Reduce -0.2% 3,199 $1.3M
National Bank of Canada 0.00% Add +5.7% 3,197 $1.3M
Endowment Wealth Management, Inc. 0.88% Reduce -9.3% 3,190 $1.3M
Whipplewood Advisors, LLC 0.74% — 3,185 $1.3M
Independence Bank of Kentucky 0.20% Add +0.1% 3,183 $1.3M
Arrow Investment Advisors, LLC 1.21% No change 3,398 $1.3M
Operose Advisors LLC 0.45% Add +0.4% 3,178 $1.3M
Everstar Asset Management, LLC 0.92% Reduce -1.5% 3,177 $1.3M
Hoxton Planning & Management, LLC 0.50% Reduce -4.1% 3,170 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Add +6.9% 3,167 $1.3M
Noesis Capital Mangement Corp. 0.25% Add +7.8% 3,164 $1.3M
Breakwater Capital Group 0.26% Add +2.2% 3,154 $1.3M
Compass Advisory Group LLC 0.46% Reduce -26.1% 3,151 $1.3M
Matrix Asset Advisors Inc. 0.14% Reduce -0.5% 3,136 $1.3M
Bank of New Hampshire 0.33% No change 3,136 $1.3M
Cooper Financial Group 0.15% Add +10.5% 3,134 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,130 $1.3M
Americana Partners, LLC 0.05% Reduce -0.3% 3,109 $1.3M
Breakwater Investment Management 0.54% No change 3,108 $1.3M
Tsfg, LLC 0.26% Add +12.1% 3,103 $1.3M
Private Capital Management LLC 0.25% Add +2.4% 3,099 $1.3M
Strategic Wealth Investment Group, LLC 0.07% Reduce -12.5% 3,097 $1.3M
Detalus Advisors, LLC 0.42% Reduce -1.0% 3,079 $1.3M
Jacobi Capital Management LLC 0.09% Add +17.3% 3,076 $1.3M
Fielder Capital Group LLC 0.39% Add +0.1% 3,067 $1.3M
Madden Advisory Services, Inc. 0.58% Add +4.6% 3,055 $1.3M
Medallion Wealth Advisors, LLC 0.62% — 3,149 $1.3M
Wealthquest Corp 0.10% Add +1.0% 3,034 $1.2M
Vident Advisory, LLC 0.02% New 3,030 $1.2M
First Command Advisory Services, Inc. 0.01% Reduce -5.6% 3,025 $1.2M
Chapin Davis, Inc. 0.40% No change 3,227 $1.2M
Solstein Capital, LLC 0.69% No change 3,008 $1.2M
Mb, Levis & Associates, LLC 0.62% Add +0.1% 3,005 $1.2M
Delta Capital Management LLC 0.71% No change 3,000 $1.2M
Deutsche Bank AG 0.00% No change 2,999 $1.2M
Mayflower Financial Advisors, LLC 0.18% Add +3.3% 2,996 $1.2M
Aprio Wealth Management, LLC 0.18% Add +1.7% 2,995 $1.2M
Verus Capital Partners, LLC 0.12% Add +4.5% 2,993 $1.2M
Voisard Asset Management Group, Inc. 0.41% Reduce -22.2% 2,990 $1.2M
Bull Oak Capital, LLC 0.68% Add +0.1% 2,984 $1.2M
Flagship Private Wealth, LLC 0.59% Reduce -3.1% 2,981 $1.2M
CVA Family Office, LLC 0.19% No change 2,969 $1.2M
Shepherd Kaplan Krochuk, LLC 1.02% Reduce -3.9% 2,963 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +1.8% 2,953 $1.2M
Janus Henderson Group PLC 0.00% Add +301.9% 2,950 $1.2M
GAMMA Investing LLC 0.10% Add +28.0% 2,945 $1.2M
Shepherd Financial Partners LLC 0.14% Add +2.1% 2,937 $1.2M
Caldwell Sutter Capital, Inc. 0.56% Reduce -1.7% 2,929 $1.2M
Michels Family Financial, LLC 1.10% — 2,919 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.46% Reduce -18.5% 2,917 $1.2M
Lincoln Capital LLC 0.25% Add +7.7% 2,917 $1.2M
Marion Wealth Management 0.32% No change 2,916 $1.2M
Tme Financial, Inc. 1.12% — 3,116 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.41% Add +0.1% 2,881 $1.2M
Cohen Investment Advisors LLC 0.71% Add +3.5% 2,867 $1.2M
Sandy Cove Advisors, LLC 0.46% Add +0.3% 2,861 $1.2M
Bay Capital Advisors, LLC 0.94% — 2,860 $1.2M
Seneschal Advisors, LLC 0.98% — 2,855 $1.2M
Winthrop Advisory Group LLC 0.14% Add +7.2% 2,850 $1.2M
Oxford Financial Group, LTD. LLC 0.08% Reduce -0.6% 2,849 $1.2M
Sonora Investment Management Group, LLC 0.09% Reduce -1.8% 2,846 $1.2M
Encompass Wealth Advisors, LLC 0.47% Add +230.7% 2,841 $1.2M
William Mack & Associates, Inc. 1.22% — 2,831 $1.2M
Linscomb Wealth, Inc. 0.06% Reduce -0.8% 2,830 $1.2M
Zacks Investment Management 0.01% Add +0.9% 2,812 $1.2M
Wrapmanager Inc. 0.29% Reduce -11.3% 2,807 $1.2M
HF Advisory Group, LLC 0.53% Reduce -8.8% 2,803 $1.2M
AssuredPartners Investment Advisors, LLC 0.22% — 2,799 $1.1M
Private Advisory Group LLC 0.13% Add +14.2% 2,794 $1.1M
Alpha Omega Wealth Management LLC 0.22% Reduce -2.8% 2,791 $1.1M
LPWM LLC 0.36% No change 2,767 $1.1M
Haverford Trust Co 0.01% Add +4.0% 2,766 $1.1M
HM Payson & Co. 0.02% Add +235.1% 2,761 $1.1M
Grant/GrossMendelsohn, LLC 0.59% Add +9.3% 2,744 $1.1M
Farmers & Merchants Investments Inc. 0.04% No change 2,729 $1.1M
Claro Advisors Inc. 0.15% Reduce -12.1% 2,727 $1.1M
Circle Wealth Management, LLC 0.02% No change 2,721 $1.1M
Viawealth, LLC 0.67% Reduce -15.9% 2,720 $1.1M
Capital Group Private Client Services, Inc. 0.01% Add +31.6% 2,713 $1.1M
Aviso Wealth Management 0.57% No change 2,702 $1.1M
Hughes Financial Services, LLC 0.23% — 2,702 $1.1M
Parr McKnight Wealth Management Group, LLC 0.16% — 2,692 $1.1M
Apella Capital, LLC 0.04% Add +10.3% 2,682 $1.1M
RHS Financial, LLC 0.57% Add +5.9% 2,673 $1.1M
Wesbanco Bank Inc. 0.04% Add +5.5% 2,671 $1.1M
Athena Investment Management 0.63% Add +10.3% 2,670 $1.1M
Klingman & Associates, LLC 0.07% Reduce -13.6% 2,667 $1.1M
Sheaff Brock Investment Advisors, LLC 0.10% Add +13.3% 2,666 $1.1M
Bouchey Financial Group, Ltd. 0.10% Add +4.1% 2,657 $1.1M
Symmetry Partners, LLC 0.16% Reduce -1.6% 2,657 $1.1M
Scarborough Advisors, LLC 0.15% Reduce -15.3% 2,653 $1.1M
GM Advisory Group, LLC 0.06% Add +30.4% 2,648 $1.1M
Frank, Rimerman Advisors LLC 0.08% Reduce -0.9% 2,643 $1.1M
Ascentis Independent Advisors 0.21% Reduce -9.9% 2,627 $1.1M
Lifeworks Advisors, LLC 0.19% Add +1.0% 2,625 $1.1M
Diversify Wealth Management, LLC 0.08% Add +126.9% 2,643 $1.1M
Waller Financial Planning Group, Inc. 0.27% Add +24.3% 2,619 $1.1M
Raleigh Capital Management Inc. 0.41% Reduce -2.5% 2,614 $1.1M
Thomasville National Bank 0.08% Reduce -24.4% 2,604 $1.1M
Valley National Advisers Inc. 0.19% Reduce -0.4% 2,603 $1.1M
Lavaca Capital LLC 0.47% Add +0.1% 2,599 $1.1M
Bridgewealth Advisory Group, LLC 0.30% No change 2,497 $1.1M
Beacon Financial Advisory LLC 0.35% Add +9.6% 2,593 $1.1M
Collective Family Office LLC 0.29% Reduce -2.5% 2,588 $1.1M
Fidelis Capital Partners, LLC 0.11% Add +80.8% 2,555 $1.1M
Florida Financial Advisors, LLC 0.47% Add +12.2% 2,574 $1.1M
Bogart Wealth, LLC 0.05% Add +23.9% 2,568 $1.1M
Congress Asset Management Co. 0.01% Add +40.4% 2,565 $1.1M
Baker Avenue Asset Management, LP 0.03% No change 2,562 $1.1M
Interchange Capital Partners, LLC 0.38% Reduce -0.1% 2,561 $1.1M
My Legacy Advisors, LLC 0.41% Reduce -12.6% 2,540 $1.1M
Realta Investment Advisors 0.43% Add +360.4% 2,523 $1.1M
Indiana Trust & Investment Management Co 0.36% No change 2,546 $1.0M
Wolverine Trading, LLC 0.02% Reduce -45.8% 2,520 $1.0M
Jaffetilchin Investment Partners, LLC 0.08% Add +1.6% 2,536 $1.0M
Prosperity Consulting Group, LLC 0.08% Reduce -9.3% 2,535 $1.0M
Conservest Capital Advisors, Inc. 0.11% Reduce -2.4% 2,534 $1.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,511 $1.0M
Focused Wealth Management, Inc 0.14% Reduce -1.2% 2,515 $1.0M
Faithward Advisors, LLC 0.18% Add +9.0% 2,513 $1.0M
Tanglewood Legacy Advisors, LLC 0.44% Add +7.5% 2,511 $1.0M
Kearns & Associates LLC 0.67% Add +160.0% 2,509 $1.0M
Modern Wealth Management, LLC 0.04% Add +44.2% 2,508 $1.0M
Tenon Financial LLC 0.67% No change 2,512 $1.0M
180 Wealth Advisors, LLC 0.16% Reduce -0.4% 2,505 $1.0M
TBH Global Asset Management, LLC 0.24% Reduce -6.7% 2,502 $1.0M
Pekin Hardy Strauss, Inc. 0.13% Add +20.3% 2,499 $1.0M
Legacy Advisors, LLC 0.10% No change 2,487 $1.0M
Rather & Kittrell, Inc. 0.24% Reduce -0.6% 2,475 $1.0M
RKL Wealth Management LLC 0.09% Reduce -16.4% 2,466 $1.0M
Retirement Capital Strategies 0.38% New 2,466 $1.0M
Farmers Trust Co. 0.19% Reduce -5.8% 2,466 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -10.0% 2,461 $1.0M
Cosner Financial Group, LLC 0.64% Add +0.9% 2,447 $1.0M
PDS Planning, Inc 0.09% Reduce -0.6% 2,443 $1.0M
Herold Advisors, Inc. 0.22% Add +0.2% 2,442 $1.0M
Trademark Financial Management, LLC 0.80% Reduce -1.3% 2,439 $1.0M
Money Concepts Capital Corp. 0.07% Add +9.6% 2,435 $1000K
Libra Wealth LLC 0.39% No change 2,435 $999K
Convergence Financial, LLC 0.20% Reduce -3.3% 2,431 $998K
Alaska Wealth Advisors, LLC 0.15% Reduce -0.4% 2,429 $997K
Sage Financial Management Group, Inc. 0.37% No change 2,421 $994K
Wealth Advisors of Iowa, LLC 0.50% No change 2,419 $993K
Horizon Investment Services, LLC 0.42% Add +6.5% 2,412 $990K
Investmark Advisory Group LLC 0.48% Add +1.5% 2,401 $986K
Stablepoint Partners, LLC 0.18% Add +0.1% 2,398 $984K
TCI Wealth Advisors, Inc. 0.08% Reduce -7.7% 2,395 $983K
Avestar Capital, LLC 0.09% Add +116.5% 2,384 $978K
Thompson David Blair 0.71% — 2,382 $978K
Community Bank of Raymore 0.77% Reduce -26.6% 2,381 $977K
Evolution Wealth Advisors, LLC 0.16% No change 2,380 $977K
Alley Investment Management Company, LLC 0.12% Reduce -1.0% 2,369 $972K
First Commonwealth Financial Corp 0.23% Reduce -0.2% 2,364 $970K
Colonial River Investments, LLC 0.47% Add +6.7% 2,354 $966K
Northstar Advisory Group, LLC 0.49% Reduce -5.9% 2,352 $965K
Mainstay Capital Management LLC 0.15% No change 2,350 $965K
Galvin, Gaustad & Stein, LLC 0.09% Reduce -16.1% 2,344 $962K
Cypress Point Wealth Management, LLC 0.30% New 2,333 $958K
CGC Financial Services, LLC 0.38% Reduce -9.7% 2,330 $956K
Brown Miller Wealth Management, LLC 0.36% No change 2,319 $952K
Trust Co. of Vermont 0.05% Reduce -5.6% 2,310 $948K
Waterfront Wealth Inc. 0.23% Reduce -16.2% 2,307 $947K
Gateway Wealth Partners, LLC 0.25% Add +27.2% 2,306 $947K
FRG Family Wealth Advisors LLC 0.17% No change 2,298 $943K
Talisman Wealth Advisors LLC 1.00% Reduce -6.1% 2,292 $941K
Waterloo Capital, L.P. 0.10% Add +278.8% 2,288 $939K
Carret Asset Management, LLC 0.10% Add +0.1% 2,284 $937K
Tocqueville Asset Management L.P. 0.01% No change 2,274 $933K
Farmers National Bank 0.27% — 2,256 $926K
Graypoint LLC 0.06% No change 2,249 $923K
Hilltop Wealth Advisors, LLC 0.47% Reduce -0.8% 2,248 $923K
Guardian Wealth Advisors, LLC / NC 0.07% Add +0.5% 2,246 $922K
O'Dell Group, LLC 0.21% Add +12.5% 2,245 $922K
Black Swift Group, LLC 0.20% No change 2,244 $921K
Intellectus Partners, LLC 0.20% No change 2,240 $919K
W Advisors, LLC 0.57% Add +7.8% 2,237 $918K
Cobblestone Capital Advisors LLC 0.05% New 2,237 $918K
Team Hewins, LLC 0.36% Add +31.2% 2,234 $917K
Tudor Financial Inc. 0.54% Reduce -3.5% 2,230 $915K
Myecfo, LLC 0.49% Reduce -3.5% 2,226 $914K
Redwood Financial Network Corp 0.68% Add +8.1% 2,224 $913K
Three Magnolias Financial Advisors, LLC 0.95% — 2,208 $906K
Shelton Capital Management 0.02% No change 2,200 $903K
Towneley Capital Management, Inc / DE 0.21% Reduce -28.2% 2,194 $900K
Towercrest Capital Management 0.15% No change 2,191 $899K
AAF Wealth Management, LLC 0.45% Reduce -0.9% 2,185 $897K
Mascagni Wealth Management, Inc. 0.89% — 2,418 $897K
Strive Asset Management, LLC 0.67% — 2,180 $895K
One Wealth Capital Management, LLC 0.45% — 2,180 $895K
First National Trust Co 0.03% Reduce -2.7% 2,179 $894K
Aufman Associates Inc 0.60% Add +1.4% 2,177 $894K
Catalina Capital Group, LLC 0.29% Add +17.4% 2,177 $894K
Archer Investment Corp 0.24% Reduce -9.3% 2,174 $892K
Strategic Financial Services, Inc. 0.05% Reduce -1.6% 2,168 $890K
Northwest Wealth Management, LLC 0.19% Add +2.2% 2,167 $890K
Cynosure Group, LLC 0.13% Add +0.1% 2,159 $886K
McLean Asset Management Corp 0.26% No change 2,146 $881K
Fingerlakes Wealth Management, Inc. 0.71% Add +0.1% 2,144 $880K
Canal Capital Management, LLC 0.14% Add +188.7% 2,136 $877K
Willner & Heller, LLC 0.77% Reduce -0.8% 2,133 $875K
Patton Albertson Miller Group, LLC 0.12% No change 2,131 $875K
Burkett Financial Services, LLC 0.36% Reduce -3.5% 2,126 $872K
Kelly Financial Services LLC 0.31% Reduce -43.8% 2,119 $870K
Berkshire Asset Management LLC 0.04% No change 2,044 $867K
Semus Wealth Partners LLC 0.57% Reduce -17.3% 2,109 $866K
Proffitt & Goodson Inc. 0.14% Reduce -3.2% 2,108 $865K
DiNuzzo Private Wealth, Inc. 0.11% No change 2,102 $863K
Shayne & Jacobs, LLC 0.23% No change 2,100 $862K
Fortis Capital Advisors, LLC 0.29% No change 2,294 $862K
Boyd Watterson Asset Management LLC 0.24% No change 2,089 $857K
Wealth Dimensions Group, Ltd. 0.21% Reduce -5.0% 2,086 $856K
Hurley Capital, LLC 0.69% — 2,053 $855K
Headinvest, LLC 0.16% Reduce -8.4% 2,082 $855K
Johnson Financial Group, Inc. 0.04% Reduce -48.3% 2,039 $853K
Northwest Capital Management Inc 0.37% No change 2,078 $853K
Atlantic Union Bankshares Corp 0.05% Reduce -0.1% 2,072 $850K
Richard W. Paul & Associates, LLC 0.31% Reduce -5.6% 2,071 $850K
Twin City Private Wealth, LLC 0.75% Reduce -18.1% 2,063 $847K
IFG Advisors, LLC 0.17% Reduce -0.3% 2,063 $847K
Windsor Capital Management, LLC 0.25% No change 2,062 $846K
Orgel Wealth Management, LLC 0.02% Add +7.1% 2,058 $845K
Pacific Sun Financial Corp 0.46% No change 2,048 $841K
Scotia Capital Inc. 0.00% Add +2.8% 2,048 $841K
Clarity Financial LLC 0.10% Add +38.9% 2,041 $838K
Long Island Wealth Management, Inc. 0.52% Reduce -0.4% 2,040 $837K
WPG Advisers, LLC 0.78% — 2,036 $836K
BOS Asset Management, LLC 0.30% No change 2,036 $836K
Wealth Management Partners, LLC 0.36% Add +17.8% 2,030 $833K
Grove Bank & Trust 0.12% Add +18.1% 2,027 $832K
BankPlus Trust Department 0.27% — 2,022 $830K
ZEGA Investments, LLC 0.25% — 1,957 $830K
Empirical Asset Management, LLC 0.27% No change 2,020 $829K
One Wealth Advisors, LLC 0.12% Reduce -0.1% 2,018 $828K
InvesTrust 0.23% — 1,999 $828K
United Community Bank 0.32% Add +44.1% 2,017 $828K
Meridian Wealth Advisors, LLC 0.14% No change 2,016 $827K
Channel Wealth LLC 0.27% Add +1.2% 2,013 $826K
Charis Legacy Partners, LLC 1.69% — 2,013 $826K
Hemington Wealth Management 0.21% No change 2,014 $826K
L & S Advisors Inc 0.10% Reduce -1.1% 1,997 $820K
Frontier Asset Management, LLC 0.27% Add +0.1% 1,996 $819K
LJI Wealth Management, LLC 0.16% No change 1,994 $818K
HUB Investment Partners, LLC 0.03% Add +9.3% 1,993 $818K
Larson Financial Group LLC 0.04% Add +13.1% 1,991 $817K
Plan A Wealth LLC 0.75% — 1,990 $817K
River Wealth Advisors LLC 0.11% Reduce -1.1% 1,988 $816K
Apollon Financial, LLC 0.20% Add +0.3% 1,987 $816K
Foster Group, Inc. 0.03% Add +7.4% 1,983 $814K
Shared Vision Wealth Group LLC 0.43% No change 1,978 $812K
Arrowroot Family Office, LLC 0.42% Add +10.0% 1,975 $811K
Brady Martz Wealth Solutions, LLC 0.20% — 2,007 $810K
Eastern Bank 0.01% No change 1,972 $809K
Opulen Financial Group LLC 0.73% — 1,968 $808K
Sterling Financial Planning, Inc. 0.29% Reduce -2.8% 1,951 $801K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +114.1% 1,948 $800K
Petredis Investment Advisors LLC 0.08% Add +1.7% 1,941 $797K
Fairhaven Wealth Management, LLC 0.25% No change 1,937 $795K
Nelson Capital Management, LLC 0.13% New 1,933 $793K
Simplicity Wealth,LLC 0.16% Reduce -1.4% 1,917 $787K
First International Bank & Trust 0.25% No change 1,916 $786K
Harmony Asset Management LLC 0.31% Reduce -4.1% 1,915 $786K
Stock Yards Bank & Trust Co. 0.03% Add +3.4% 1,909 $784K
Thompson Investment Management, Inc. 0.11% Add +3714.0% 1,907 $783K
First Bancorp, Inc 0.53% Add +6.5% 1,904 $781K
KPP Advisory Services LLC 0.18% Add +211.3% 1,899 $780K
Sound Income Strategies, LLC 0.05% Add +60.7% 1,899 $780K
Alliance Wealth Management Group 0.21% No change 1,891 $776K
X-Square Capital, LLC 0.32% Add +42.5% 1,887 $775K
Cornerstone Advisors Asset Management, LLC 0.17% Add +0.1% 1,888 $775K
Colton Groome Financial Advisors, LLC 0.30% Add +10.4% 1,881 $772K
Single Point Partners, LLC 0.18% New 1,881 $772K
S.A. Mason LLC 0.40% Reduce -2.6% 1,878 $771K
Balanced Rock Investment Advisors LLC 0.61% Add +3.1% 1,867 $766K
Winch Advisory Services, LLC 0.20% Add +6.0% 1,862 $764K
MKT Advisors LLC 0.33% Add +3.1% 1,838 $764K
Maltin Wealth Management, Inc. 0.38% Reduce -0.2% 1,861 $764K
Net Worth Advisory Group 0.23% Reduce -0.3% 1,861 $764K
AMG National Trust Bank 0.02% Add +1.0% 1,860 $763K
Atlantic Private Wealth, LLC 0.57% Add +0.1% 1,855 $761K
TruWealth Advisors, LLC 0.05% Add +0.2% 1,843 $756K
Quartz Partners, LLC 0.46% Reduce -3.5% 1,843 $756K
Valued Retirements, Inc. 1.02% Add +0.1% 1,842 $756K
Thompson Davis & Co., Inc. 0.49% Reduce -0.9% 1,840 $755K
RiverFront Investment Group, LLC 0.02% Add +28.9% 1,840 $755K
German American Bancorp, Inc. 0.08% No change 1,838 $754K
McNamara Financial Services, Inc. 0.18% Reduce -4.6% 1,837 $754K
Wolf Group Capital Advisors 0.36% No change 2,663 $754K
Ullmann Wealth Partners Group, LLC 0.10% No change 1,833 $752K
Navalign, LLC 0.22% Reduce -3.1% 1,832 $752K
Fi3 FINANCIAL ADVISORS, LLC 0.28% Add +3.8% 1,828 $750K
BBR Partners, LLC 0.05% Reduce -2.0% 1,828 $750K
Bannerman Wealth Management Group, LLC 0.62% — 1,820 $747K
New Perspectives, Inc 0.40% No change 1,819 $747K
Rialto Wealth Management, LLC 0.25% — 1,815 $745K
WNY Asset Management, LLC 0.09% Reduce -67.9% 1,814 $744K
Elwood & Goetz Wealth Advisory Group, LLC 0.18% Add +0.2% 1,809 $742K
Potomac Fund Management Inc. 0.04% — 1,809 $742K
King Wealth Management Group 0.11% Add +5.3% 1,809 $742K
Northwest Quadrant Wealth Management, LLC 0.17% New 1,802 $740K
Private Client Services, LLC 0.40% Add +35.2% 1,802 $740K
Narwhal Capital Management 0.07% No change 1,800 $739K
Pillar Financial Advisors, LLC 0.56% — 1,798 $738K
CFO4Life Group, LLC 0.13% Add +7.5% 1,796 $737K
Buttonwood Financial Advisors Inc. 0.32% Reduce -1.3% 1,793 $736K
Alteri Wealth LLC 0.20% — 1,792 $736K
Holderness Investments Co. 0.16% Add +5.0% 1,791 $735K
Vision Capital Management, Inc. 0.11% Reduce -0.9% 1,790 $735K
Level Wealth Management LLC 0.52% — 1,789 $734K
Amara Financial, Llc. 0.68% Add +0.1% 1,788 $734K
Means Investment Co., Inc. 0.08% Add +0.1% 1,786 $733K
Transform Wealth, LLC 0.04% Add +50.6% 1,779 $730K
Syverson Strege & Co 0.24% Reduce -3.7% 1,775 $729K
Sierra Ocean, LLC 0.59% — 1,773 $728K
TRUE Private Wealth Advisors 0.09% Reduce -0.2% 1,766 $725K
Sepio Capital, LP 0.06% Add +62.8% 1,761 $723K
Fiduciary Group, LLC 0.07% Add +2.2% 1,757 $721K
Traynor Capital Management, Inc. 0.06% Reduce -18.3% 1,756 $721K
Armstrong Advisory Group, Inc. 0.06% Add +37.2% 1,751 $719K
YHB Investment Advisors, Inc. 0.06% Reduce -12.2% 1,749 $718K
Prosperity Financial Group, Inc. 0.36% Reduce -0.8% 1,744 $716K
Country Trust Bank 0.02% Reduce -2.1% 1,743 $715K
Spinnaker Trust 0.04% Add +7.6% 1,736 $713K
AF Advisors, Inc. 0.10% Add +3.0% 1,735 $712K
Argentarii, LLC 0.36% — 1,730 $710K
Chemistry Wealth Management LLC 0.17% Add +0.1% 1,724 $707K
First National Corp. /Ma/ 0.16% Add +106.7% 1,722 $707K
Crescent Grove Advisors, LLC 0.07% No change 1,721 $706K
Shira Ridge Wealth Management 0.35% Reduce -0.6% 1,720 $706K
Roundview Capital LLC 0.05% Add +47.1% 1,720 $706K
Full Sail Capital, LLC 0.04% No change 1,717 $705K
Ally Invest Advisors Inc. 0.06% Reduce -3.1% 1,706 $700K
Strategic Wealth Partners, Ltd. 0.06% Reduce -8.8% 1,629 $695K
Seneca Financial Advisors LLC 0.35% No change 1,693 $695K
First Foundation Advisors 0.03% Reduce -0.8% 1,685 $692K
Ellsworth Advisors, LLC 0.18% Reduce -11.1% 1,683 $691K
Y-Intercept (Hong Kong) Ltd 0.05% New 1,678 $689K
Blue Chip Partners, LLC 0.06% Add +1.0% 1,678 $689K
Colonial Trust Co / SC 0.10% Add +4.3% 1,665 $683K
Sfmg, LLC 0.05% Reduce -2.1% 1,653 $678K
Valtinson Bruner Financial Planning LLC 0.23% Add +9.9% 1,638 $672K
Denver Wealth Management, Inc. 0.30% Add +11.4% 1,633 $670K
Everest Private Wealth 0.59% — 1,627 $668K
RDA Financial Network 0.19% Reduce -6.7% 1,622 $666K
Trivium Point Advisory, LLC 0.08% No change 1,619 $665K
Capital Asset Advisory Services LLC 0.03% Reduce -33.8% 1,594 $664K
First National Advisers, LLC 0.11% Add +41.8% 1,615 $663K
Arlington Financial Advisors, LLC 0.13% New 1,612 $662K
Wealthstar Advisors, LLC 0.29% — 1,612 $662K
Flower City Capital 0.40% No change 1,610 $661K
Alpine Woods Capital Investors, LLC 0.12% No change 1,600 $657K
Merriman Wealth Management, LLC 0.03% Add +86.2% 1,599 $656K
Pittenger & Anderson Inc. 0.02% Add +17.1% 1,599 $656K
Firestone Capital Management 0.16% Reduce -7.0% 1,598 $656K
Mason Investment Advisory Services, Inc. 0.04% Reduce -20.7% 1,595 $655K
Capital Advantage, Inc. 0.12% New 1,594 $654K
Eagle Bay Advisors LLC 0.41% Add +4.3% 1,589 $652K
Octavia Wealth Advisors, LLC 0.08% Reduce -9.6% 1,584 $650K
Sierra Summit Advisors LLC 0.13% Reduce -6.0% 1,582 $649K
FAS Wealth Partners, Inc. 0.05% Reduce -0.5% 1,581 $649K
Center For Asset Management LLC 0.42% Reduce -3.3% 1,569 $644K
Beacon Wealthcare LLC 0.26% No change 1,565 $642K
Compass Planning Associates Inc 0.65% — 1,565 $642K
Meridian Financial Advisors, LLC 0.44% Add +3.8% 1,564 $642K
Capital Advisors Inc. 0.01% Reduce -2.3% 1,561 $641K
DGS Capital Management, LLC 0.16% New 1,559 $640K
Portside Wealth Group, LLC 0.11% Add +70.7% 1,553 $637K
MIdWestOne Financial Group, Inc. 0.09% Add +20.2% 1,552 $637K
SFG Wealth Management, LLC. 0.33% No change 1,550 $636K
Trexquant Investment LP 0.01% New 1,549 $636K
2UniFi Bank 0.42% — 1,544 $634K
National Wealth Management Group, LLC 0.42% Reduce -5.9% 1,539 $632K
Chilton Capital Management LLC 0.03% Add +3.0% 1,538 $631K
FSA Wealth Management LLC 0.26% Add +0.9% 1,530 $628K
Petra Financial Advisors Inc. 0.43% Reduce -28.0% 1,529 $628K
Dynamic Financial Group 0.64% — 1,526 $626K
Ti-Trust, Inc. 0.42% Reduce -3.3% 1,518 $623K
Morton Capital Management LLC 0.12% No change 1,517 $623K
Allen Capital Group, LLC 0.08% Add +11.9% 1,516 $622K
Calamos Wealth Management LLC 0.03% Add +16.3% 1,514 $621K
Kitching Partners, LLC 0.80% Add +71.7% 1,511 $620K
Swmg, LLC 0.25% Reduce -37.9% 1,460 $620K
Gables Capital Management Inc. 0.30% Add +16.6% 1,508 $619K
Vance Wealth, LLC 0.24% Reduce -0.2% 1,503 $617K
First Business Financial Services, Inc. 0.06% No change 1,502 $616K
Accredited Investors Inc. 0.04% Reduce -8.7% 1,501 $616K
Cannell & Spears LLC 0.01% No change 1,494 $613K
Fiduciary Trust Co 0.01% No change 1,491 $612K
Capital Advisors Wealth Management, LLC 0.11% Reduce -0.1% 1,484 $609K
WASHINGTON TRUST Co 0.02% Reduce -18.0% 1,483 $609K
Colony Family Offices, LLC 0.19% New 1,482 $608K
Vanguard Personalized Indexing Management, LLC 0.01% Add +13.5% 1,482 $608K
Lynx Investment Advisory 0.41% Add +0.5% 1,477 $606K
FLP Wealth Management, LLC 1.55% — 1,476 $606K
Rowlandmiller & Partners.adv 0.13% No change 1,475 $606K
American Financial & Tax Strategies Inc. 0.31% No change 1,474 $605K
Keudell/Morrison Wealth Management 0.16% Add +4.5% 1,473 $605K
Townsend Asset Management Corp. /NC/ 0.22% Reduce -1.6% 1,468 $602K
Keystone Financial Group, Inc. 0.49% — 1,466 $602K
RAM Investment Partners, LLC 0.15% No change 1,465 $601K
Colonial Trust Advisors 0.05% No change 1,465 $601K
Well Done, LLC 0.11% No change 1,562 $600K
PKS Advisory Services, LLC 0.15% — 1,461 $600K
Midwest Capital Advisors, LLC 0.44% — 1,459 $599K
Western Financial Corp 0.33% New 1,453 $597K
M Wealth Management, LLC 0.54% — 1,451 $596K
Advisor Resource Council 0.43% New 1,445 $593K
Welch Group, LLC 0.03% Reduce -3.5% 1,430 $592K
Unique Wealth Strategies, LLC 0.26% Reduce -3.2% 1,437 $590K
Russell Investments Group, Ltd. 0.00% Add +381.5% 1,435 $589K
Helium Advisors LLC 0.47% — 1,433 $588K
Narus Financial Partners, LLC 0.20% Add +12.6% 1,432 $588K
JFG Wealth Management, LLC 0.13% Add +0.1% 1,432 $588K
JB Capital LLC 0.03% Add +4.3% 1,430 $587K
Ballast Advisors LLC 0.18% No change 1,431 $587K
Financial Futures Ltd Liability Co. 0.33% Reduce -2.6% 1,431 $587K
Norden Group LLC 0.07% Reduce -35.0% 1,428 $586K
MKD Wealth Coaches, LLC 0.59% — 1,425 $585K
Flagstar Securities, Inc. 0.15% Add +2.1% 1,424 $585K
Empire Financial Management Company, LLC 0.18% Add +3.0% 1,422 $584K
Ironwood Financial, llc 0.12% Add +6.1% 1,422 $583K
TrinityPoint Wealth, LLC 0.08% Add +107.8% 1,421 $583K
Pinnacle Family Advisors, LLC 0.28% Reduce -4.5% 1,418 $582K
Ehrlich Financial Group 0.41% New 1,417 $582K
Landaas & Co. /Wi 0.16% Reduce -1.7% 1,409 $578K
Viewpoint Capital Management LLC 0.30% Add +0.1% 1,406 $577K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,400 $575K
Retirement Guys Formula LLC 0.29% New 1,398 $574K
Ipsen Advisor Group LLC 0.49% — 1,394 $572K
WP Advisors, LLC 0.19% Add +0.1% 1,392 $571K
Peoples Financial Services Corp. 0.26% Reduce -2.1% 1,391 $571K
Lee Danner & Bass Inc. 0.05% No change 1,390 $571K
Foster Dykema Cabot & Partners, LLC 0.04% Reduce -16.9% 1,390 $571K
Integrity Alliance, Llc. 0.06% — 1,389 $570K
TrueWealth Advisors, LLC 0.19% Reduce -18.7% 1,383 $567K
Tanager Wealth Management LLP 0.07% Reduce -16.0% 1,380 $566K
Iron Horse Wealth Management, LLC 0.19% Add +2.6% 1,379 $566K
Sterling Investment Advisors, Ltd. 0.14% No change 1,374 $564K
Blue Barn Wealth, LLC 0.30% New 1,373 $564K
Financial Perspectives, Inc 0.19% Add +4.5% 1,372 $563K
Red Door Wealth Management, LLC 0.09% Add +1.0% 1,372 $563K
Advyzon Investment Management, LLC 0.22% — 1,367 $561K
Benin Management CORP 0.15% Add +0.1% 1,362 $559K
Charles Schwab Trust Co 0.05% New 1,359 $558K
Innovative Wealth Building LLC 0.50% — 1,357 $557K
Berkeley Capital Partners, LLC 0.15% Reduce -24.7% 1,357 $557K
Strid Group, LLC 0.09% No change 1,353 $555K
Clarity Wealth Advisors, LLC 0.15% Add +6.0% 1,340 $550K
St. Clair Advisors, LLC 0.16% No change 1,339 $550K
Bey-Douglas LLC 0.47% Reduce -4.4% 1,334 $548K
Landmark Wealth Management, Inc. 0.27% Reduce -4.5% 1,334 $547K
Alesco Advisors, LLC, An ESL Co 0.02% New 1,332 $547K
Hancock Whitney Corp. 0.02% No change 1,331 $546K
Pinney & Scofield, Inc. 0.41% — 1,328 $545K
Cypress Wealth Services, LLC 0.11% No change 1,325 $544K
FFT Wealth Management LLC 0.04% Add +14.9% 1,325 $544K
Camarda Financial Advisors, LLC 0.20% New 1,323 $543K
Financial Gravity Companies, Inc. 0.12% Reduce -0.1% 1,321 $542K
Keystone Wealth Services, LLC 0.14% Add +0.1% 1,318 $541K
WealthTrust Axiom LLC 0.16% Add +26.5% 1,317 $541K
Mosaic Financial Group, LLC 0.39% No change 1,315 $540K
Farrell Financial LLC 0.39% Add +3.5% 1,312 $539K
Cladis Investment Advisory, LLC 0.38% Reduce -0.4% 1,310 $538K
Gilbert & Cook, Inc. 0.08% Reduce -17.4% 1,310 $538K
4WEALTH Advisors, Inc. 0.55% — 1,304 $535K
Stockman Wealth Management, Inc. 0.08% Add +10.0% 1,303 $535K
Goldstone Financial Group, LLC 0.08% Add +68.4% 1,302 $534K
Carlson Capital Management 0.02% No change 1,297 $532K
Pointe Capital Management LLC 0.31% Reduce -5.2% 1,295 $532K
Slagle Financial, LLC 0.24% No change 1,295 $531K
J. W. Coons Advisors, LLC 0.14% Reduce -6.8% 1,294 $531K
Wealth Group Ltd 0.15% Reduce -7.4% 1,289 $529K
Genesis Private Wealth, LLC 0.29% — 1,289 $529K
Marshall Investment Management, LLC 0.31% — 1,378 $529K
GEN Financial Management, INC. 0.34% — 1,285 $527K
FSM Wealth Advisors, LLC 0.13% Add +1.7% 1,285 $527K
L.M. Kohn & Company 0.14% Add +4.3% 1,284 $527K
Welch & Forbes LLC 0.01% Reduce -2.6% 1,280 $525K
Christensen, King & Associates Investment Services, Inc. 0.25% No change 1,232 $525K
Allred Capital Management, LLC 0.20% Reduce -3.1% 1,278 $525K
Essex LLC 0.11% Reduce -16.4% 1,274 $523K
Parkshore Wealth Management, Inc. 0.31% — 1,273 $522K
Coordinated Financial Services, Inc. 0.41% — 1,273 $522K
Redhawk Wealth Advisors, Inc. 0.07% Add +22.5% 1,272 $522K
Milestone Asset Management Group, LLC 0.47% — 1,268 $521K
Pachira Investments Inc. 0.32% Add +5.6% 1,257 $521K
Cura Wealth Advisors, LLC 0.23% — 1,258 $516K
Montecito Bank & Trust 0.09% Add +38.7% 1,255 $515K
Proactive Wealth Strategies LLC 0.27% Add +7.3% 1,255 $515K
Everpar Advisors LLC 0.26% Reduce -4.0% 1,249 $513K
Cheviot Value Management, LLC 0.10% New 1,247 $512K
Rodgers Brothers Inc. 0.07% No change 1,247 $512K
Blue Oak Capital, LLC 0.31% — 1,245 $511K
Members Wealth LLC 0.38% — 1,211 $510K
Valley Forge Investment Consultants Inc. Adv 0.18% Reduce -3.6% 1,243 $510K
Minot DeBlois Advisors LLC 0.47% — 1,242 $510K
Mason & Associates Inc 0.12% Add +4.5% 1,242 $510K
Schnieders Capital Management LLC 0.10% Add +2.1% 1,241 $509K
Latitude Advisors, LLC 0.29% Add +1.1% 1,233 $506K
Mason & Associates, LLC 0.15% Add +1.2% 1,232 $506K
Nemes Rush Group LLC 0.06% Add +1312.6% 1,229 $505K
Hobbs Group Advisors, LLC 0.19% Reduce -3.2% 1,226 $503K
Williams Jones Wealth Management, LLC. 0.01% Add +3.1% 1,226 $503K
Kropog Financial Group, LLC 0.46% — 1,222 $502K
Van Hulzen Asset Management, LLC 0.04% Reduce -3.5% 1,222 $501K
WealthBridge Capital Management, LLC 0.14% Reduce -1.6% 1,217 $500K
Arthur M. Cohen & Associates, LLC 0.09% No change 1,217 $500K
Fragasso Financial Advisors Inc 0.04% Add +0.2% 1,216 $499K
Bradley Foster & Sargent Inc. 0.01% Add +4.0% 1,215 $499K
Liberty Square Wealth Partners LLC 0.18% — 1,166 $499K
Tucker Asset Management LLC 0.11% Reduce -0.9% 1,214 $498K
Adero Partners, LLC 0.03% No change 1,209 $496K
Continental Investors Services, Inc. 0.98% Reduce -0.3% 1,209 $496K
Abacus Wealth Partners, LLC 0.07% Reduce -4.1% 1,208 $496K
Capital Square, LLC 0.28% Add +15.5% 1,165 $494K
Walker Asset Management, LLC 0.30% Add +2.3% 1,204 $494K
waypoint wealth counsel 0.32% Add +2.9% 1,203 $494K
FWL Investment Management, LLC 0.18% No change 1,200 $493K
Twele Capital Management, Inc. 0.10% Reduce -0.8% 1,200 $493K
Chase Investment Counsel Corp. 0.16% New 1,200 $492K
Curated Wealth Partners LLC 0.06% Add +41.6% 1,198 $492K
DHJJ Financial Advisors, Ltd. 0.19% No change 1,198 $492K
Wynn Capital, LLC 0.31% Add +5.2% 1,197 $491K
Motive Wealth Advisors 0.26% Reduce -6.6% 1,197 $491K
Westside Investment Management, Inc. 0.10% Reduce -1.8% 1,195 $491K
MBE Wealth Management, LLC 0.28% Reduce -4.7% 1,191 $489K
LexAurum Advisors, LLC 0.10% New 1,189 $488K
First City Capital Management, Inc. 0.26% Add +30.3% 1,186 $487K
North Forty Two & Co. 0.56% — 1,183 $485K
Beacon Financial Strategies CORP 0.32% No change 1,182 $485K
Glassman Wealth Services 0.08% Add +2.3% 1,180 $484K
Obermeyer Wealth Partners 0.03% Add +35.0% 1,179 $484K
GFG Capital, LLC 0.13% No change 1,175 $482K
G&S Capital LLC 0.20% No change 1,174 $482K
Old Port Advisors 0.14% Add +33.4% 1,174 $482K
Webster Bank, N. A. 0.05% Add +3.1% 1,171 $481K
Horan Capital Advisors, LLC. 0.16% No change 1,169 $480K
Fairview Capital Investment Management, LLC 0.02% New 1,166 $479K
Heritage Wealth Advisors 0.02% Reduce -33.0% 1,166 $478K
WR Wealth Planners, LLC 0.15% Add +2.3% 1,165 $478K
Legacy Private Trust Co. 0.03% No change 1,165 $478K
Syntegra Private Wealth Group, LLC 0.05% No change 1,164 $478K
Atlas Wealth LLC 0.25% New 1,161 $477K
Evernest Financial Advisors, LLC 0.12% Add +0.1% 1,159 $476K
HFG Wealth Management, LLC 0.31% Reduce -5.3% 1,239 $476K
Verus Financial Partners, Inc. 0.05% No change 1,154 $470K
GWN Securities Inc. 0.13% — 1,107 $470K
Cadence Bank 0.03% Add +71.8% 1,144 $470K
AIMZ Investment Advisors, LLC 0.16% Add +21.5% 1,141 $468K
Salus Financial Advisors, LLC 0.37% — 1,136 $466K
Concorde Asset Management, LLC 0.24% No change 1,135 $466K
Portland Financial Advisors Inc 1.25% — 1,134 $465K
MassMutual Private Wealth & Trust, FSB 0.01% Add +5.7% 1,134 $465K
Financial Management Network Inc. 0.10% Add +1.9% 1,117 $465K
Accelerate Investment Advisors LLC 0.41% No change 1,133 $465K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -33.2% 1,130 $464K
ARK & TLK Investments, LLC 0.16% Add +4.3% 1,130 $464K
Mairs & Power Inc. 0.00% No change 1,128 $463K
Activest Wealth Management 0.13% Add +117.6% 1,127 $463K
Journey Strategic Wealth LLC 0.02% Add +56.8% 1,121 $460K
Weatherly Asset Management L. P. 0.04% Reduce -10.1% 1,120 $460K
TriaGen Wealth Management LLC 0.15% No change 1,116 $458K
Snider Financial Group 0.14% New 1,116 $458K
Austin Private Wealth, LLC 0.04% Add +19.5% 1,111 $456K
Advanced Asset Management Advisors Inc 0.12% Reduce -2.4% 1,111 $456K
Confluence Wealth Services, Inc. 0.03% Add +21.5% 1,069 $455K
Tyche Wealth Partners LLC 0.10% Add +1.4% 1,109 $455K
Vantage Point Financial LLC 0.24% — 1,107 $454K
Collaborative Wealth Managment Inc. 0.21% Reduce -0.3% 1,106 $454K
Rainey & Randall Wealth Advisors Inc. 0.09% Add +2.9% 1,100 $452K
Debussy Capital Management LP 0.07% Reduce -1.8% 1,092 $451K
Insight Wealth Strategies, LLC 0.06% Reduce -1.6% 1,096 $450K
Johnson Financial Group, LLC 0.05% No change 1,095 $449K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +21.9% 1,093 $449K
jvl associates llc 0.17% No change 1,089 $447K
North Star Investment Management Corp. 0.03% Add +1.5% 1,088 $446K
Shoker Investment Counsel, Inc. 0.15% No change 1,086 $446K
Gries Financial LLC 0.08% Reduce -5.8% 1,085 $445K
Integrated Capital Management, LLC 0.24% Add +1.6% 1,084 $445K
First Nebraska Trust Co 0.04% No change 1,084 $445K
Toews Corp. 0.26% Reduce -3.4% 1,080 $443K
WealthPlan Investment Management, LLC 0.04% New 1,077 $442K
NewSquare Capital LLC 0.04% Add +9.2% 1,077 $442K
Orleans Capital Management Corp. 0.25% Reduce -1.9% 1,045 $441K
BancFirst Trust & Investment Management 0.20% No change 1,059 $439K
Prosperity Wealth Management, Inc. 0.18% Reduce -6.2% 1,068 $439K
Acorn Wealth Advisors, LLC 0.18% Add +3.3% 1,068 $438K
Carnegie Lake Advisors LLC 0.18% No change 1,066 $438K
Hamilton Wealth, LLC 0.11% Reduce -0.8% 1,066 $438K
Oxbow Advisors, LLC 0.05% Reduce -6.6% 1,066 $438K
Financial Life Planners 0.37% — 1,064 $437K
Quad-Cities Investment Group, LLC 0.21% Add +2.8% 1,064 $437K
High Falls Advisors, Inc 0.10% No change 1,064 $437K
D'Orazio & Associates, Inc. 0.06% No change 1,064 $437K
BluePointe Capital Management, LLC 0.25% Add +0.1% 1,063 $436K
MAS Advisors LLC 0.73% Add +0.1% 1,062 $436K
Global Wealth Management, LLC 0.28% Add +21.9% 1,062 $436K
Copia Wealth Management 0.41% — 1,061 $436K
Zullo Investment Group, Inc. 0.18% No change 1,060 $435K
Triad Wealth Partners, LLC 0.16% New 1,057 $434K
Personal Cfo Solutions, LLC 0.09% Add +53.2% 1,054 $433K
WealthTrak Capital Management LLC 0.36% — 1,051 $431K
West Oak Capital, LLC 0.23% No change 1,048 $430K
Saxony Capital Management, LLC 0.38% Reduce -3.0% 1,045 $429K
Second Line Capital, LLC 0.12% Reduce -0.9% 1,043 $428K
DDD Partners, LLC 0.05% Reduce -0.9% 1,039 $427K
TCFG Wealth Management, LLC 0.22% Reduce -0.3% 1,038 $426K
Boston Family Office LLC 0.03% New 1,036 $425K
JPL Wealth Management, LLC 0.12% — 1,035 $425K
Bernardo Wealth Planning LLC 0.10% Reduce -1.1% 1,041 $424K
Goepper Burkhardt LLC 0.17% New 1,033 $424K
Summit Wealth & Retirement Planning, Inc. 0.13% No change 1,032 $424K
Fairfield, Bush & Co. 0.25% Add +3.0% 1,030 $423K
XML Financial, LLC 0.04% Reduce -38.2% 1,029 $422K
Laidlaw Wealth Management LLC 0.18% Add +28.3% 1,029 $422K
Granite FO LLC 0.24% No change 1,028 $422K
Widmann Financial Services, Inc. 0.33% Add +38.0% 1,027 $422K
Horan Securities, Inc. 0.16% No change 1,026 $421K
Sequent Planning LLC 0.15% Add +15.8% 1,020 $419K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.08% Add +30.7% 1,018 $418K
PBMares Wealth Management LLC 0.09% Add +11.0% 1,017 $418K
TFG Advisers LLC 0.15% Reduce -1.1% 1,015 $416K
Weitzel Financial Services, Inc. 0.20% No change 1,005 $416K
StoneCrest Wealth Management, Inc. 0.27% No change 1,011 $415K
Soundwatch Capital LLC 0.04% New 1,011 $415K
Precedent Wealth Partners, LLC 0.13% No change 1,006 $413K
New Century Financial Group, LLC 0.18% Reduce -3.8% 990 $413K
Signature Resources Capital Management, LLC 0.37% No change 1,005 $412K
AEGON USA Investment Management, LLC 0.41% No change 1,002 $411K
Marex Group Ltd 0.01% New 1,002 $411K
Chartist Inc. 0.21% No change 1,000 $410K
Cornerstone National Bank & Trust Co 0.19% No change 1,000 $410K
Financial Partners Group, LLC 0.17% No change 1,000 $410K
Fort Washington Investment Advisors Inc. 0.00% No change 999 $410K
Garrett Wealth Advisory Group, LLC 0.09% Reduce -10.7% 999 $410K
Pacific Sage Partners, LLC 0.09% No change 998 $410K
Horizon Financial Services, LLC 0.23% Reduce -5.0% 997 $409K
John W. Brooker & Co., CPAs 0.18% Reduce -9.1% 996 $409K
Edgestream Partners, L.P. 0.02% Reduce -31.7% 992 $407K
Sharper & Granite LLC 0.18% Add +4.2% 990 $406K
Morling Financial Advisors, LLC 0.14% New 990 $406K
Integris Wealth Management, LLC 0.11% Add +51.1% 990 $406K
Riverbend Wealth Management, LLC 0.36% — 989 $406K
Capstone Wealth Management Group, LLC 0.22% Add +0.1% 987 $405K
Fairscale Capital, LLC 0.35% Add +1.2% 984 $404K
Ameriflex Group, Inc. 0.18% — 965 $404K
FourThought Financial Partners, LLC 0.04% Reduce -0.1% 979 $402K
Cascade Financial Partners, LLC 0.05% Reduce -2.0% 980 $402K
Gallacher Capital Management LLC 0.20% Add +0.1% 977 $401K
Amplius Wealth Advisors, LLC 0.04% Add +17.1% 975 $400K
Bailard, Inc. 0.01% No change 975 $400K
Forbes Financial Planning, Inc. 0.19% Reduce -0.8% 974 $400K
FSA Advisors, Inc. 0.49% Reduce -42.9% 973 $399K
Milestone Asset Management, LLC 0.09% Add +30.6% 972 $399K
Lumbard & Kellner, LLC 0.17% No change 972 $399K
Pacifica Partners Inc. 0.17% Reduce -13.4% 972 $398K
Braun-Bostich & Associates Inc. 0.29% Reduce -2.5% 970 $398K
Sulzberger Capital Advisors, Inc. 0.45% — 965 $396K
Gibbs Wealth Management 0.11% New 964 $396K
GEM Asset Management, LLC 0.22% Reduce -12.8% 955 $392K
Community Bank, N.A. 0.05% No change 955 $392K
Transce3nd, LLC 0.13% — 954 $392K
Creekside Partners 0.20% Reduce -3.8% 953 $391K
Moment Partners, LLC 0.07% — 950 $390K
M.E. Allison & Co., Inc. 0.43% — 950 $390K
Yarger Wealth Strategies, LLC 0.22% Add +2.1% 950 $390K
Laurel Wealth Planning LLC 0.25% No change 946 $388K
Lee, Kelleher & Klein Wealth Management 0.28% — 944 $387K
Capital Investment Services of America, Inc. 0.04% Add +43.9% 944 $387K
Westshore Wealth, LLC 0.16% Reduce -0.6% 938 $385K
Per Stirling Capital Management, LLC. 0.05% No change 938 $385K
Missouri Trust & Investment Co 0.14% No change 938 $385K
Define Financial, LLC 0.29% — 936 $384K
Cape Cod Five Cents Savings Bank 0.03% No change 1,000 $384K
Theory Financial LLC 0.16% New 934 $383K
Praetorian Wealth Management, Inc. 0.09% New 934 $383K
Victory Financial Group, LLC 0.10% — 931 $382K
Annis Gardner Whiting Capital Advisors, LLC 0.11% Add +0.5% 928 $381K
Kanawha Capital Management LLC 0.03% Reduce -3.6% 926 $380K
tru Independence LLC 0.12% Add +0.1% 922 $378K
West Coast Financial LLC 0.04% No change 919 $377K
Corepath Wealth Partners LLC 0.37% Add +0.2% 930 $376K
Eastover Investment Advisors LLC 0.17% Add +42.1% 911 $374K
Weaver Consulting Group 0.11% Add +16.4% 909 $373K
US Financial Advisors, LLC 0.11% Add +0.1% 903 $371K
Schiavi & Co LLC 0.14% No change 902 $370K
MinichMacGregor Wealth Management, LLC 0.08% Add +40.7% 902 $370K
Greenspring Advisors, LLC 0.08% No change 900 $369K
Camelot Technology Advisors, Inc. 0.34% No change 900 $369K
First Interstate Bank 0.02% Add +28.5% 898 $369K
Warren Street Wealth Advisors, LLC 0.15% Reduce -0.8% 897 $368K
Alpha Financial Partners LLC 0.29% New 896 $368K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -0.4% 895 $367K
Flywheel Private Wealth LLC 0.34% — 895 $367K
Massachusetts Financial Services Co. 0.00% New 894 $367K
Shorepoint Capital Partners LLC 0.08% Add +1.0% 893 $366K
Meridian Financial Partners LLC 0.19% New 892 $366K
New Republic Capital, LLC 0.24% No change 889 $365K
Smith Thornton Advisors LLC 0.23% No change 881 $362K
Fortress Financial Group, LLC 0.36% — 876 $360K
Verde Capital Management 0.10% New 876 $360K
Hobart Private Capital, LLC 0.09% Reduce -2.0% 875 $359K
Client 1ST Advisory Group, LLC 0.14% New 874 $359K
Carr Financial Group Corp 0.11% No change 873 $358K
Perkins Coie Trust Co 0.08% Reduce -12.0% 872 $358K
FOCUS Wealth Advisors, LLC 0.19% No change 871 $357K
Meridian Wealth Partners, LLC 0.05% Add +46.7% 867 $356K
Clear Harbor Asset Management, LLC 0.03% Add +27.5% 867 $356K
Beacon Financial Planning, Inc. 0.21% Reduce -1.4% 867 $356K
Cascade Investment Group, Inc. 0.25% Add +11.4% 866 $355K
Opes Wealth Management LLC 0.07% No change 866 $355K
Taylor & Morgan Wealth Management, LLC 0.25% Reduce -1.4% 861 $353K
Truvestments Capital LLC 0.09% Add +0.1% 860 $353K
Foundation Wealth Management, LLC\PA 0.17% — 860 $353K
Dividend Assets Capital, LLC 0.07% No change 860 $353K
Apriem Advisors 0.04% No change 860 $353K
Highland Capital Management, LLC 0.02% Add +0.1% 860 $353K
Wells Trecaso Financial Group, LLC 0.12% Reduce -8.7% 857 $352K
49 Wealth Management, LLC 0.05% Add +24.8% 855 $351K
Retirement Wealth Solutions LLC 0.30% — 860 $350K
Traphagen Investment Advisors LLC 0.04% Add +49.5% 852 $350K
Hazlett, Burt & Watson, Inc. 0.15% Add +0.8% 846 $349K
D.B. Root & Company, LLC 0.11% No change 847 $348K
Sustainable Growth Advisers, LP 0.00% No change 847 $348K
TFR Capital, LLC. 0.17% — 845 $347K
Vawter Financial, Ltd. 0.21% No change 844 $346K
Maiden Cove Capital, LLC 0.53% No change 843 $346K
Main Street Group, LTD 0.14% Add +225.1% 842 $346K
Pullen Investment Management, LLC 0.22% No change 842 $346K
Financial Security Advisor, Inc. 0.09% Add +0.1% 840 $345K
LVM Capital Management Ltd. 0.04% Reduce -25.6% 838 $344K
Wealth Quarterback LLC 0.16% Add +0.1% 837 $343K
Midland Wealth Advisors, LLC 0.02% Reduce -1.2% 835 $343K
Moneywise, Inc. 0.17% Reduce -5.5% 835 $343K
Elevation Point Wealth Partners, LLC 0.03% Reduce -31.6% 834 $342K
Foundation Wealth Management, LLC 0.27% No change 834 $342K
Goelzer Investment Management, Inc. 0.02% New 832 $341K
Bison Wealth, LLC 0.08% Add +0.1% 830 $341K
Enterprise Bank & Trust Co 0.11% No change 825 $339K
Clare Market Investments LLC 0.08% New 825 $338K
Melfa Wealth Management, Inc. 0.23% Reduce -5.7% 825 $338K
Financial Freedom, LLC 0.18% No change 823 $338K
Heritage Investment Group, Inc. 0.06% No change 823 $338K
Bank of Stockton 0.10% Reduce -1.8% 820 $337K
Northwest Bank & Trust Co 0.25% No change 822 $336K
WealthPLAN Partners, LLC 0.05% Reduce -48.8% 819 $336K
Round Rock Advisors LLC 0.07% Add +16.8% 814 $334K
Oxinas Partners, LLC 0.20% Reduce -30.3% 814 $334K
Security National Bank of Sioux City Iowa 0.23% Reduce -2.5% 813 $334K
Huntleigh Advisors, Inc. 0.07% — 813 $334K
Cathy Pareto & Associates, Inc. 0.31% — 813 $334K
Dynamic Wealth Strategies, LLC 0.30% Reduce -53.7% 808 $332K
Brass Tax Wealth Management, Inc. 0.07% Add +14.1% 808 $332K
Innova Wealth Partners 0.21% New 806 $331K
Fortis Capital Management LLC 0.06% Add +1.6% 805 $330K
Brighton Securities Corp. 0.16% — 804 $330K
Matisse Capital 0.17% No change 804 $330K
Safeguard Investment Advisory Group, LLC 0.09% Add +5.9% 802 $329K
Adapt Wealth Advisors, LLC 0.16% No change 801 $329K
Novus Advisors, LLC 0.33% — 798 $328K
Naviter Wealth, LLC 0.04% Add +4.0% 796 $327K
Resolute Wealth Strategies, LLC 0.17% Add +0.1% 795 $326K
Rockport Wealth LLC 0.14% Add +14.2% 852 $326K
IRON Financial LLC 0.18% Add +0.1% 795 $326K
Prairie Sky Financial Group LLC 0.20% Reduce -1.2% 794 $326K
Sather Financial Group Inc 0.02% No change 792 $325K
Fiduciary Advisors, Inc. 0.33% — 792 $325K
Wealth Group, Ltd. 0.21% Add +2.5% 790 $324K
James J. Burns & Company, LLC 0.06% Add +5.8% 789 $324K
Anson Capital, Inc. 0.28% No change 789 $324K
Divergent Planning, LLC 0.11% No change 790 $322K
Oak Wealth Advisors LLC 0.25% — 783 $321K
Coston, McIsaac & Partners 0.09% Add +0.9% 779 $320K
Wealthcare Capital Partners, LLC 0.17% — 778 $319K
Moss Adams Wealth Advisors LLC 0.03% No change 775 $318K
CPC Advisors, LLC 0.04% Reduce -4.8% 774 $318K
Sterling Group Wealth Management, LLC 0.16% Add +7.7% 771 $316K
TFC Financial Management, Inc. 0.05% No change 770 $316K
Sentinel Trust Co. Lba 0.04% Reduce -1.4% 769 $316K
Tempus Wealth Planning, LLC 0.10% No change 768 $315K
Brand Asset Management Group, Inc. 0.13% Reduce -3.6% 767 $315K
Altfest L J & Co. Inc. 0.04% No change 767 $315K
Williamson Legacy Group, LLC 0.21% Reduce -39.5% 766 $314K
Cascade Investment Advisors, Inc. 0.20% No change 764 $314K
Hantz Financial Services, Inc. 0.01% Reduce -11.4% 761 $312K
Mystic Asset Management, Inc. 0.08% Add +32.4% 760 $312K
Abacus Planning Group, Inc. 0.05% No change 756 $310K
Trevian Wealth Management LLC 0.23% No change 754 $309K
Investment Partners, LTD. 0.13% Add +0.1% 751 $308K
EWG Elevate Inc. 0.09% Add +5.8% 747 $307K
Nikulski Financial, Inc. 0.09% Reduce -13.9% 746 $306K
JDM Financial Group LLC 0.16% No change 744 $305K
Portland Global Advisors LLC 0.04% No change 743 $305K
one8zero8, LLC 0.07% — 740 $304K
DBK Financial Counsel, LLC 0.31% No change 738 $303K
Schulz Wealth, LTD. 0.23% New 737 $302K
SilverOak Wealth Management LLC 0.07% No change 737 $302K
Grey Ledge Advisors, LLC 0.08% Reduce -17.7% 736 $302K
Foresight Capital Management Advisors, Inc. 0.18% No change 735 $302K
Gradient Investments LLC 0.01% Reduce -7.2% 735 $302K
Croban 0.30% — 735 $302K
Vermillion Wealth Management, Inc. 0.15% — 734 $301K
Sigma Investment Counselors Inc. 0.02% No change 732 $301K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 729 $299K
Cannon Wealth Management Services, LLC 0.26% Reduce -19.7% 722 $299K
Beaird Harris Wealth Management, LLC 0.03% No change 728 $299K
Pure Portfolios Holdings LLC 0.11% Reduce -3.3% 728 $299K
Silver Oak Wealth Advisors Services, LLC 0.26% — 726 $298K
Wealthgarden F.S. LLC 0.28% Reduce -9.3% 725 $298K
LBJ Family Wealth Advisors, Ltd. 0.18% No change 720 $296K
BNP Paribas Financial Markets 0.00% Reduce -11.9% 720 $296K
Highview Capital Management LLC 0.11% New 713 $293K
Heritage Trust Co 0.03% — 713 $293K
Millennium Management 0.00% New 712 $292K
Power Wealth Management LLC 0.12% Reduce -12.0% 711 $292K
Patten Group, Inc. 0.06% Reduce -2.9% 710 $291K
Capital City Trust Co. 0.07% No change 705 $289K
Tolleson Wealth Management, Inc. 0.06% No change 705 $289K
Aspiring Ventures, LLC 0.18% — 693 $288K
Atticus Wealth Management, LLC 0.09% No change 702 $288K
Legacy Wealth Asset Management, LLC 0.08% No change 702 $288K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +6.2% 702 $288K
Van Cleef Asset Management,Inc 0.03% No change 700 $287K
LGL Partners, LLC 0.04% No change 699 $287K
Ami Asset Management Corp. 0.02% New 699 $287K
MPS Loria Financial Planners, LLC 0.08% Reduce -0.6% 699 $287K
Veracity Capital LLC 0.10% Add +22.0% 699 $287K
Ironwood Investment Counsel, LLC 0.05% Reduce -0.8% 696 $286K
Noble Wealth Management PBC 0.20% — 696 $286K
Gentry Private Wealth, LLC 1.18% Reduce -97.4% 693 $284K
Howard Bailey Securities, LLC 0.11% New 693 $284K
Lee Financial Co 0.04% Add +32.4% 691 $284K
TCV Trust & Wealth Management, Inc. 0.03% No change 690 $283K
Select Asset Management & Trust 0.11% No change 690 $283K
Bensler, LLC 0.03% New 690 $283K
Eaton-Cambridge Inc. 0.13% No change 689 $283K
McDonald Partners LLC 0.07% No change 689 $283K
Litman Gregory Wealth Management LLC 0.02% No change 687 $282K
Intellus Advisors LLC 0.05% — 687 $282K
Cambridge Financial Group, LLC 0.12% Add +5.4% 687 $282K
Maxele Advisors, LLC 0.27% — 683 $280K
Meriwether Wealth & Planning, LLC 0.20% — 683 $280K
Abound Wealth Management 0.09% Add +0.3% 683 $280K
Defined Financial Planning LLC 0.30% — 682 $280K
Baron Financial Group, LLC 0.17% New 681 $280K
Phoenix Wealth Advisors 0.12% No change 681 $280K
Unionview, LLC 0.20% Reduce -3.0% 680 $279K
Lineweaver Wealth Advisors, LLC 0.05% New 680 $279K
Etesian Wealth Advisors, Inc. 0.12% New 679 $279K
Seneca House Advisors 0.11% No change 678 $278K
JGP Wealth Management, LLC 0.04% Add +7.6% 676 $277K
My Personal CFO, LLC 0.14% Add +0.1% 674 $277K
Seven Mile Advisory 0.18% Add +1.5% 673 $276K
Sensible Money, LLC 0.12% Reduce -32.1% 672 $276K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -52.6% 672 $276K
Essex Bank 0.07% New 672 $276K
Laffer Tengler Investments, Inc. 0.07% Reduce -20.2% 671 $275K
Philip James Wealth Mangement, LLC 0.04% Add +0.1% 667 $274K
Verum Partners LLC 0.08% Add +0.1% 666 $273K
Fortress Private Ledger, LLC 0.17% — 666 $273K
BSW Wealth Partners 0.04% No change 666 $273K
Teamwork Financial Advisors, LLC 0.04% Add +14.8% 666 $273K
Jamison Private Wealth Management, Inc. 0.04% No change 665 $273K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -2.1% 665 $273K
Chesapeake Wealth Management 0.09% New 663 $272K
Total Clarity Wealth Management, Inc. 0.09% Add +0.6% 661 $271K
Lifestyle Asset Management, Inc. 0.15% Add +2.6% 660 $271K
Legacy PCG, LLC 0.19% No change 659 $270K
Naples Global Advisors, LLC 0.03% New 654 $268K
Retirement Solution LLC 0.07% Add +19.6% 653 $268K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.5% 652 $267K
ABLE Financial Group, LLC 0.08% No change 650 $267K
Inspire Advisors, LLC 0.03% Add +23.1% 646 $265K
Rockline Wealth Management, LLC 0.07% Reduce -13.9% 646 $265K
J. Safra Sarasin Holding AG 0.00% Reduce -18.5% 646 $265K
Stordahl Capital Management, Inc. 0.06% New 643 $264K
Phillips Financial Management, LLC 0.02% Reduce -1.2% 643 $264K
RFG Holdings, Inc. 0.09% New 641 $263K
ARS Wealth Advisors Group, LLC 0.04% No change 639 $262K
Brown, Lisle/Cummings, Inc. 0.08% Add +8.5% 639 $262K
Physician Wealth Solutions Inc. 0.13% No change 637 $261K
Rockingstone Advisors LLC 0.12% New 637 $261K
Priebe Wealth Holdings LLC 0.18% No change 633 $260K
Albion Financial Group 0.02% No change 632 $259K
Bigelow Investment Advisors, LLC 0.12% New 631 $259K
American Financial Advisors, LLC 0.04% New 631 $259K
Family Capital Management, Inc. 0.16% Add +12.9% 631 $259K
Sound Financial Strategies Group, LLC 0.22% New 630 $259K
Private Capital Management, LLC 0.03% Reduce -6.0% 630 $259K
L.K. Benson & Company, P.C. 0.18% — 627 $257K
McDonough Capital Management, Inc 0.16% No change 626 $257K
KFG Wealth Management, LLC 0.05% Add +10.4% 626 $257K
Wisconsin Wealth Advisors, LLC 0.38% — 623 $256K
Lazari Capital Management, Inc. 0.10% Reduce -3.1% 622 $255K
Harbour Investment Management LLC 0.11% No change 622 $255K
Fagan Associates, Inc. 0.04% No change 622 $255K
MY Wealth Management Inc. 0.25% Reduce -2.2% 621 $255K
Park Capital Management, LLC / WI 0.30% — 620 $254K
Moser Wealth Advisors, LLC 0.13% Add +8.8% 620 $254K
Brave Asset Management Inc. 0.08% No change 618 $254K
GDS Wealth Management 0.02% New 617 $253K
Ransom Advisory, Ltd 0.12% No change 615 $252K
Peregrine Asset Advisers, Inc. 0.09% Reduce -3.3% 613 $252K
True Link Financial Advisors, LLC 0.02% New 613 $252K
Clarity Wealth Development LLC 0.27% — 601 $251K
Valley Financial Group, Inc. 0.17% Add +3.7% 612 $251K
Cadent Capital Advisors, LLC 0.09% Add +0.2% 612 $251K
SMI Advisory Services, LLC 0.06% Reduce -0.8% 618 $251K
Fort Point Capital Partners LLC 0.03% No change 609 $250K
CLG LLC 0.09% — 609 $250K
Pennsylvania Capital Management Inc. 0.09% Reduce -1.6% 609 $250K
Ridgecrest Wealth Partners, LLC 0.14% Add +7.0% 608 $250K
Stillwater Capital Advisors, LLC 0.03% No change 605 $248K
Taurus Asset Management, LLC 0.02% No change 602 $247K
Tennessee Valley Asset Management Partners 0.04% Reduce -45.5% 599 $246K
Parker Investment Management, LLC 0.04% No change 598 $245K
Columbus Macro, LLC 0.03% No change 598 $245K
LongView Asset Management LLC 0.21% — 596 $245K
Financial Council, LLC 0.13% No change 596 $245K
CJM Wealth Advisers, Ltd. 0.08% Add +9.2% 596 $245K
SC&H Financial Advisors, Inc. 0.05% No change 596 $245K
Stegner Investment Associates Inc. 0.16% New 595 $244K
Heritage Investors Management Corp. 0.01% No change 595 $244K
Home Federal Bank of Tennessee 0.07% Reduce -4.7% 594 $244K
Delta Investment Management, LLC 0.05% New 594 $244K
East Coast Asset Management, LLC. 0.08% No change 593 $243K
Post Resch Tallon Group Inc. 0.24% — 594 $243K
O'ROURKE & COMPANY, Inc 0.12% No change 592 $243K
Secured Retirement Advisors, LLC 0.14% No change 589 $242K
Bell Investment Advisors, Inc 0.04% Add +53.3% 587 $241K
Stephenson & Company, Inc. 0.16% No change 585 $240K
Gen-Wealth Partners Inc 0.10% Add +3.4% 580 $238K
Arcadia Wealth Management, Inc. 0.20% — 580 $238K
Paragon Advisors, LLC 0.08% No change 580 $238K
Douglass Winthrop Advisors, LLC 0.00% No change 579 $238K
Washington Trust Bank 0.02% Reduce -34.9% 576 $236K
Cambria Investment Management, L.P. 0.01% New 576 $236K
Empowered Funds, LLC 0.00% New 576 $236K
Oxler Private Wealth LLC 0.08% Add +0.2% 576 $236K
City National Bank of Florida 0.22% — 575 $236K
New Insight Wealth Advisors 0.12% No change 573 $235K
Sonata Capital Group Inc. 0.10% No change 573 $235K
Copperwynd Financial, LLC 0.06% Reduce -13.2% 572 $235K
Appleton Partners Inc. 0.02% Reduce -30.5% 569 $234K
Janney Capital Management LLC 0.02% No change 569 $234K
Traveka Wealth, LLC 0.13% No change 570 $234K
Ledyard National Bank 0.02% Reduce -35.3% 569 $234K
Guidance Point Advisors, LLC 0.07% Add +0.2% 569 $233K
MorganRosel Wealth Management, LLC 0.08% No change 566 $232K
Wambolt & Associates, LLC 0.07% No change 566 $232K
Nottingham Advisors, Inc. 0.03% New 566 $232K
Silver Oak Advisory Group, Inc. 0.12% No change 567 $232K
Joseph P. Lucia & Associates, LLC 0.10% Reduce -8.1% 565 $232K
Princeton Capital Management LLC 0.07% Add +2.9% 565 $232K
Great Point Wealth Advisors, LLC 0.05% No change 564 $231K
Advus Financial Partners, LLC 0.06% Reduce -1.8% 560 $230K
Sachetta, LLC 0.09% Add +10.9% 558 $229K
1ST Source Bank 0.01% Add +2.8% 557 $229K
Magnolia Private Wealth, LLC 0.20% — 551 $226K
Oak Asset Management, LLC 0.08% No change 551 $226K
Frisch Financial Group, Inc. 0.07% No change 550 $226K
Morangie Management LLC 0.18% — 550 $226K
Corundum Group, Inc. 0.08% Add +0.4% 549 $225K
Burns J W & Co. Inc. 0.03% No change 549 $225K
Stonehearth Capital Management, LLC 0.09% Reduce -5.5% 548 $225K
Summit Investment Advisors, Inc. 0.20% — 527 $225K
Fairman Group, LLC 0.18% No change 547 $225K
DecisionMap Wealth Management, LLC 0.18% — 547 $225K
David J Yvars Group 0.14% No change 547 $225K
Hamilton Point Investment Advisors, LLC 0.04% Add +21.9% 545 $224K
Investment Partners Asset Management, Inc. 0.17% No change 543 $223K
MeadowBrook Investment Advisors LLC 0.20% Add +2.1% 540 $222K
Alaethes Wealth, LLC 0.08% No change 540 $222K
LVZ, Inc. 0.03% New 540 $222K
Tortoise Investment Management, LLC 0.02% No change 539 $221K
Cookson Peirce & Co. Inc. 0.01% No change 537 $220K
Fullcircle Wealth LLC 0.09% New 515 $220K
Wealth Management Nebraska 0.04% — 534 $219K
Capstone Financial Advisors, Inc. 0.01% New 532 $218K
M. Kraus & Co 0.07% New 532 $218K
Carson Advisory Inc. 0.15% Reduce -3.6% 531 $218K
Paces Ferry Wealth Advisors, LLC 0.11% New 530 $218K
Baugh & Associates, LLC 0.11% Add +43.0% 755 $217K
Lyell Wealth Management, LP 0.02% Reduce -55.0% 526 $216K
Millstone Evans Group, LLC 0.15% — 526 $216K
Topsail Wealth Management, LLC 0.05% — 522 $214K
Wellment Financial 0.27% — 521 $214K
Andrew Hill Investment Advisors, Inc. 0.16% No change 521 $214K
Trust Point Inc. 0.01% No change 521 $214K
Crew Capital Management, Ltd 0.18% New 520 $213K
Indie Asset Partners, LLC 0.17% New 520 $213K
Centerline Wealth Advisors, LLC 0.13% — 520 $213K
Spectrum Planning & Advisory Services Inc. 0.18% New 519 $213K
Community Financial Services Group, LLC 0.04% Reduce -20.9% 519 $213K
Waddell & Associates, LLC 0.02% New 518 $212K
American State Bank (Iowa) 0.13% New 517 $212K
Aerodigm Wealth, LLC 0.13% New 516 $212K
Arrow Financial Corp 0.02% Reduce -7.2% 516 $212K
Plan Group Financial, LLC 0.11% Reduce -10.3% 513 $211K
Freedom Day Solutions, LLC 0.06% New 513 $210K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 508 $209K
Kraft Asset Management, LLC 0.16% New 500 $207K
West Paces Advisors Inc. 0.05% No change 501 $206K
Unified Investment Management 0.23% — 500 $205K
Autumn Glory Partners, LLC 0.10% New 500 $205K
Mayport, LLC 0.06% New 499 $205K
Howe & Rusling Inc. 0.02% Reduce -32.7% 498 $204K
Rathbones Group PLC 0.00% New 498 $204K
OneAscent Wealth Management LLC 0.08% New 497 $204K
True North Advisors, LLC 0.05% Reduce -36.7% 497 $204K
LBMC Investment Advisors, LLC 0.02% New 497 $204K
Mengis Capital Management, Inc. 0.04% New 497 $204K
CV Advisors LLC 0.07% New 494 $203K
American Money Management, LLC 0.04% Reduce -31.2% 493 $202K
Tiller Private Wealth, Inc. 0.09% New 492 $202K
Burling Wealth Partners, LLC 0.04% — 488 $200K
Cape Investment Advisory, Inc. 0.08% Add +513.9% 485 $199K
EPG Wealth Management LLC 0.05% Reduce -53.6% 479 $197K
Oarsman Capital, Inc. 0.03% Add +67.7% 478 $196K
Rakuten Securities, Inc. 0.08% Add +38.1% 478 $196K
Tidemark, LLC 0.07% Add +5.3% 473 $194K
SJS Investment Consulting Inc. 0.03% Reduce -0.6% 467 $192K
Atwood & Palmer Inc. 0.01% No change 460 $189K
Winnacle Wealth LLC 0.19% — 461 $189K
Security National Bank 0.03% No change 450 $185K
Stonebridge Financial Group, LLC 0.02% — 442 $181K
High Note Wealth, LLC 0.05% New 439 $180K
Lowe Wealth Advisors, LLC 0.07% No change 429 $176K
American National Bank & Trust 0.02% Reduce -33.6% 427 $175K
Private Wealth Management Group, LLC 0.07% No change 423 $174K
Maryland Capital Advisors Inc. 0.08% No change 421 $173K
Duncker Streett & Co. Inc. 0.03% No change 421 $173K
Crewe Advisors LLC 0.02% Reduce -35.2% 416 $171K
PrairieView Partners, LLC 0.02% Reduce -4.0% 409 $167K
Richardson Capital Management LLC 0.11% Add +1.3% 405 $166K
Clean Yield Group 0.05% No change 404 $166K
Atlas Capital Advisors Inc. 0.02% Reduce -33.8% 392 $161K
Wintrust Investments LLC 0.14% Add +1.3% 387 $159K
Bangor Savings Bank 0.01% No change 360 $148K
ARK Investment Management 0.00% Add +5800.0% 354 $145K
C M Bidwell & Associates Ltd. 0.09% No change 351 $144K
LGT Financial Advisors LLC 0.32% Add +16.7% 349 $143K
Integrity Financial Corp 0.08% Reduce -49.3% 349 $143K
First Financial Corp. 0.07% No change 348 $143K
Ascentis Wealth Management, LLC 0.05% New 348 $143K
Fairway Wealth LLC 0.06% New 343 $141K
Caitlin John, LLC 0.09% Add +8.6% 327 $134K
Founders Capital Management 0.08% No change 324 $133K
Union Savings Bank 0.06% No change 316 $130K
Comprehensive Financial Planning, Inc. 0.11% — 312 $128K
Old Second National Bank of Aurora 0.03% Add +87.9% 310 $127K
Federation des caisses Desjardins du Quebec 0.00% No change 305 $125K
Capital Investment Counsel, Inc 0.02% No change 298 $122K
Sittner & Nelson, LLC 0.05% Add +24.4% 296 $121K
Valley Wealth Managers, Inc. 0.01% Reduce -68.3% 293 $120K
Pin Oak Investment Advisors Inc. 0.11% No change 309 $119K
Cyrus J. Lawrence, LLC 0.02% Add +385.0% 291 $119K
Wolff Wiese Magana LLC 0.08% Reduce -0.7% 285 $117K
Bradley & Co. Private Wealth Management, LLC 0.07% — 284 $117K
Elevate Wealth Advisory, Inc. 0.09% Add +21.0% 282 $116K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $113K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $112K
Bernard Wealth Management Corp. 0.05% — 269 $110K
Grand Wealth Management, LLC 0.06% Add +58.2% 269 $110K
Bray Capital Advisors 0.03% No change 266 $109K
Kimelman & Baird, LLC 0.01% No change 261 $107K
Physician Wealth Advisors, Inc. 0.02% New 258 $106K
Pineridge Advisors LLC 0.04% Reduce -3.8% 257 $106K
Roxbury Financial LLC 0.10% — 257 $105K
Hopwood Financial Services, Inc. 0.08% — 256 $105K
Clearstead Trust, LLC 0.02% Reduce -21.7% 246 $101K
Safe Harbor Fiduciary, LLC 0.10% No change 240 $99K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 226 $93K
Insight Inv LLC 0.06% No change 223 $92K
Kozak & Associates, Inc. 0.02% No change 217 $90K
Delta Asset Management LLC 0.01% No change 220 $90K
Avalon Trust Co 0.01% No change 215 $88K
Running Point Capital Advisors, LLC 0.03% No change 215 $88K
Dunhill Financial, LLC 0.04% Reduce -28.7% 209 $86K
Menard Financial Group LLC 0.05% New 206 $85K
Investors Research Corp 0.02% No change 204 $84K
Godsey & Gibb, Inc. 0.01% No change 204 $84K
NBT Bank, N.A. 0.01% Add +47.1% 203 $83K
Luken Investment Analytics, LLC 0.04% No change 200 $82K
GW&K Investment Management, LLC 0.00% No change 200 $82K
Blue Bell Private Wealth Management, LLC 0.02% Reduce -4.4% 197 $81K
Global Wealth Strategies & Associates 0.02% Reduce -1.5% 193 $79K
Brooklyn Investment Group 0.02% New 187 $76K
CoreFirst Bank & Trust 0.05% No change 186 $76K
City Holding Co. 0.01% No change 186 $76K
Red Lighthouse Investment Management, LLC 0.03% No change 177 $73K
Field & Main Bank 0.02% Reduce -12.8% 170 $70K
Bellevue Asset Management, LLC 0.04% Add +0.6% 165 $68K
Cordgrass Capital Advisors, LLC 0.02% No change 165 $68K
Ameritas Investment Partners, Inc. 0.00% No change 164 $67K
Wagner Wealth Management, LLC 0.02% New 163 $67K
Morris Financial Concepts, Inc. 0.03% No change 162 $66K
Princeton Global Asset Management LLC 0.01% Reduce -70.8% 156 $64K
Legacy Investment Solutions, LLC 0.04% Reduce -69.3% 151 $63K
Legacy Wealth Managment, LLC 0.04% Reduce -69.3% 151 $63K
Mendota Financial Group, LLC 0.04% New 152 $62K
Tradewinds Capital Management, LLC 0.02% No change 150 $62K
Briaud Financial Planning Inc 0.02% No change 150 $61K
Transcendent Capital Group LLC 0.03% Add +16.0% 145 $60K
Morton Brown Family Wealth, LLC 0.02% No change 143 $59K
Pension & Wealth Management Advisors, Inc. 0.02% Add +9.4% 139 $57K
Pacific Center for Financial Services 0.01% No change 139 $57K
Tompkins Financial Corp. 0.01% Add +18.3% 136 $56K
Avondale Wealth Management 0.04% No change 133 $55K
Darwin Wealth Management, LLC 0.02% Reduce -53.4% 132 $54K
Orion Capital Management LLC 0.02% New 127 $52K
Frazier Financial Advisors, LLC 0.04% Add +12.5% 126 $52K
Monetary Management Group Inc. 0.01% No change 125 $51K
Redwood Park Advisors LLC 0.04% — 124 $51K
MTM Investment Management, LLC 0.02% No change 120 $49K
SYM FINANCIAL Corp 0.01% No change 120 $49K
Richards, Merrill & Peterson, Inc. 0.02% — 116 $48K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $48K
Aventura Private Wealth, LLC 0.03% — 113 $46K
Trifecta Capital Advisors, LLC 0.01% New 113 $46K
Toronto Dominion Bank 0.00% New 106 $44K
TruNorth Capital Management, LLC 0.01% No change 104 $43K
Mitchell Sinkler & Starr 0.01% No change 104 $43K
Compass Wealth Management LLC 0.01% No change 103 $42K
Concord Wealth Partners 0.01% No change 102 $42K
Rosenberg Matthew Hamilton 0.01% No change 101 $41K
Versant Capital Management, Inc 0.01% No change 100 $41K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $41K
Resources Management Corp. /CT/ 0.01% No change 100 $41K
Arvest Investments, Inc. 0.01% No change 98 $40K
MPWM Advisory Solutions, LLC 0.03% — 96 $39K
New England Capital Financial Advisors LLC 0.02% No change 95 $39K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 92 $38K
Ulland Investment Advisors, LLC 0.03% No change 90 $37K
New Millennium Group LLC 0.02% Add +9.8% 90 $37K
Putney Financial Group LLC 0.03% — 90 $37K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +25.7% 88 $36K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -99.9% 86 $35K
Kiely Wealth Advisory Group, Inc. 0.02% No change 83 $35K
Davis Capital Management 0.03% No change 83 $34K
Keener Financial Planning LLC 0.02% No change 83 $34K
Global Trust Asset Management, LLC 0.01% Add +1071.4% 82 $34K
Cardinal Strategic Wealth Guidance 0.01% New 80 $33K
Providence First Trust Co 0.01% New 80 $33K
Prudent Man Investment Management, Inc. 0.02% — 72 $30K
Legend Financial Advisors, Inc. 0.02% No change 71 $29K
Decker Retirement Planning Inc. 0.02% — 68 $28K
Human Investing LLC 0.00% New 68 $28K
Rice Partnership, LLC 0.01% No change 67 $27K
Riverview Trust Co 0.02% Reduce -64.8% 64 $26K
AlphaMark Advisors, LLC 0.01% No change 64 $26K
Accredited Wealth Management, LLC 0.02% — 63 $26K
Element Wealth, LLC 0.01% No change 63 $26K
Family Manage LLC 0.00% No change 60 $25K
Castleview Partners, LLC 0.01% No change 58 $24K
AllSquare Wealth Management LLC 0.01% No change 56 $23K
Mountain Hill Investment Partners Corp. 0.02% — 52 $21K
Kiker Wealth Management, LLC 0.02% — 52 $21K
HighMark Wealth Management LLC 0.01% No change 50 $21K
Crowley Wealth Management, Inc. 0.02% — 50 $21K
Paladin Advisory Group, LLC 0.02% No change 49 $20K
Curio Wealth, LLC 0.01% — 47 $19K
Optimum Investment Advisors 0.01% No change 46 $19K
Towne Trust Company, N.A 0.01% New 46 $19K
Kentucky Trust Co 0.01% — 45 $18K
Blume Capital Management, Inc. 0.00% No change 45 $18K
Y.D. More Investments Ltd 0.00% No change 44 $18K
Centricity Wealth Management, LLC 0.02% — 43 $18K
TCTC Holdings, LLC 0.00% No change 42 $17K
Capital A Wealth Management, LLC 0.03% — 42 $17K
FPC Investment Advisory, Inc. 0.01% New 41 $17K
Sherman Asset Management, Inc. 0.02% — 41 $17K
Clark Wealth Partners 0.01% — 39 $16K
Wood Tarver Financial Group, LLC 0.01% — 40 $16K
Nova Wealth Management, Inc. 0.01% — 37 $15K
ROSS\JOHNSON & Associates LLC 0.34% — 36 $15K
Pathway Financial Advisers, LLC 0.00% New 35 $14K
Painted Porch Advisors LLC 0.01% No change 34 $14K
Clarkston Capital Partners, LLC 0.00% New 34 $14K
New Wave Wealth Advisors LLC 0.01% New 32 $13K
Peachtree Investment Partners, LLC 0.00% No change 32 $13K
Central Pacific Bank - Trust Division 0.00% No change 31 $13K
Van Den Berg Management I, Inc. 0.00% No change 29 $12K
Evelyn Partners Asset Management Ltd 0.00% — 27 $11K
Chesapeake Asset Management LLC 0.01% No change 25 $10K
Sterling Capital Management LLC 0.00% No change 25 $10K
Granite Investment Partners, LLC 0.00% New 24 $10K
DecisionPoint Financial, LLC 0.00% No change 23 $9K
Mainstream Capital Management LLC 0.01% New 23 $9K
Raffa Wealth Management, LLC 0.00% No change 22 $9K
Peoples Bank 0.01% No change 22 $9K
Anfield Capital Management, LLC 0.00% No change 21 $9K
SIMA Wealth Partners, LLC 0.01% No change 17 $7K
NWK Group, Inc. 0.00% No change 17 $7K
Front Row Advisors LLC 0.00% No change 17 $7K
PSI Advisors, LLC 0.00% No change 16 $6K
Red Tortoise LLC 0.00% New 13 $5K
Vision Financial Markets LLC 0.01% — 13 $5K
Atlatl Advisers LLC 0.00% — 12 $5K
Byrne Asset Management LLC 0.00% No change 10 $4K
Vermillion & White Wealth Management Group, LLC 0.00% No change 9 $4K
PFG Private Wealth Management, LLC 0.00% No change 9 $4K
Arlington Trust Co LLC 0.00% No change 9 $4K
Capital & Planning, LLC 0.00% — 8 $3K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
Rogco, LP 0.00% New 5 $2K
Spurstone Advisory Services, LLC 0.03% — 4 $2K
Luminist Capital LLC 0.00% — 3 $1K
IFS Advisors, LLC 0.00% New 3 $1K
Householder Group Estate & Retirement Specialist, LLC 0.00% Reduce -99.8% 4 $1K
West Branch Capital LLC 0.00% New 2 $821
Ruedi Wealth Management, Inc. 0.00% New 2 $821
Lanark Financial, Inc. 0.06% — 1 $678
POM Investment Strategies, LLC 0.00% No change 1 $410
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.