Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q1 2025 (March 31)
2,451holders −54
93new positions
130sold out
8famous investors
$369.30avg. 13F price*

At the end of Q1 2025, 2,451 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, down 54 from Q4 2024. 93 opened new positions and 130 sold out. The largest holders were Bank of America Corp. ($18.0B), Jones Financial Companies LLLP ($12.0B) and Morgan Stanley ($5.2B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions93$428.3M
Exits130$691.7M

All 13F filers, Q4 2024 → Q1 2025: 16,877,608 shares bought and 6,330,332 shares sold, net +10,547,276 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,451 holders

Bank of America Corp. 1.60% Add +11.8% 48,535,880 $18.0B
Jones Financial Companies LLLP 10.71% Add +12.9% 32,272,101 $12.0B
Morgan Stanley 0.37% Add +0.7% 14,021,104 $5.2B
Envestnet Asset Management Inc. 0.96% Reduce -1.8% 8,048,032 $3.0B
Financial Engines Advisors L.L.C. 5.81% Reduce -3.9% 7,299,386 $2.7B
UBS Group AG 0.48% Reduce -1.1% 5,876,133 $2.2B
LPL Financial LLC 0.72% Reduce -3.2% 4,964,202 $1.8B
Wells Fargo & Company 0.35% Reduce -1.8% 3,922,926 $1.5B
Ameriprise Financial Inc. 0.39% Add +9.3% 3,869,868 $1.4B
Tiaa Trust, National Association 4.19% Add +0.5% 3,621,210 $1.3B
EP Wealth Advisors, LLC 9.88% Add +3.4% 3,336,464 $1.2B
FMR LLC 0.07% Reduce -0.5% 2,809,140 $1.0B
Raymond James Financial Inc. 0.37% Add +11.5% 2,637,078 $977.9M
Mill Creek Capital Advisors, LLC 23.53% Reduce -1.4% 2,619,779 $971.5M
Rwa Wealth Partners, LLC 11.60% Reduce -2.3% 2,481,796 $920.3M
PNC Financial Services Group, Inc. 0.45% Add +0.5% 2,319,874 $860.3M
Royal Bank of Canada 0.17% Add +1.3% 2,007,780 $744.5M
Bank of New York Mellon Corp 0.15% Reduce -3.3% 1,995,656 $740.0M
Commonwealth Equity Services, LLC 0.97% Reduce -3.6% 1,856,393 $688.4M
JPMorgan Chase & Co. 0.05% Add +1.4% 1,795,833 $665.9M
Northwestern Mutual Wealth Management Co. 0.53% Add +2.5% 1,747,507 $648.0M
Mariner, LLC 1.08% Add +5.7% 1,745,935 $647.4M
D.A. Davidson & Co. 5.11% Reduce -1.5% 1,713,329 $635.3M
Sei Investments Co. 0.73% Reduce -1.1% 1,528,086 $566.6M
HighTower Advisors, LLC 0.74% Add +4.3% 1,478,780 $548.4M
Goldman Sachs Group Inc. 0.10% Reduce -6.6% 1,467,280 $544.1M
Captrust Financial Advisors 1.31% Add +18.8% 1,435,333 $521.8M
Provida Pension Fund Administrator 10.37% Add +111.3% 1,387,288 $514.5M
Balentine LLC 20.33% Reduce -22.9% 1,308,685 $485.3M
Performance Wealth Partners, LLC 17.12% Add +0.4% 1,292,614 $479.3M
Modera Wealth Management, LLC 5.91% Add +3.1% 1,178,843 $437.1M
Cetera Investment Advisers 0.80% Add +6.4% 1,119,907 $415.3M
Two Sigma Investments, LP 0.86% Add +18.1% 1,020,900 $378.6M
Choreo, LLC 5.82% Reduce -2.9% 1,023,943 $374.7M
Mission Wealth Management, LP 9.27% Reduce -0.4% 996,704 $369.6M
Truist Financial Corp. 0.59% Add +0.8% 991,751 $367.8M
Wealthspire Advisors, LLC 2.04% Add +101.4% 919,556 $341.0M
Signature Estate & Investment Advisors LLC 8.67% Add +3.3% 886,931 $328.9M
CBIZ Investment Advisory Services, LLC 15.77% Add +1.3% 868,218 $322.0M
Equitable Holdings, Inc. 2.96% Add +3.8% 839,521 $311.3M
Moneta Group Investment Advisors LLC 4.14% Add +3.2% 809,487 $300.2M
Osaic Holdings, Inc. 0.65% Reduce -26.4% 784,680 $291.2M
Northeast Financial Consultants Inc 12.66% Reduce -0.3% 770,019 $285.5M
Charles Schwab Investment Management Inc. 0.05% Reduce -3.6% 754,926 $279.9M
Sanctuary Advisors, LLC 1.93% Reduce -2.3% 738,972 $274.0M
Stifel Financial Corp. 0.29% Add +0.7% 731,901 $271.4M
MML Investors Services, LLC 0.90% Reduce -4.8% 729,109 $270.4M
Lincoln National Corp. 8.33% Reduce -2.4% 696,918 $258.4M
Waverly Advisors, LLC 3.06% Add +6.3% 676,811 $251.0M
Avantax Advisory Services, Inc. 1.52% Add +11.0% 673,533 $249.8M
Citigroup Inc. 0.18% Add +45.8% 628,953 $233.2M
Corient Private Wealth LP 0.38% Reduce -1.2% 621,501 $230.5M
Wealth Enhancement Advisory Services, LLC 0.43% Add +11.4% 599,364 $222.3M
Cullen/Frost Bankers, Inc. 3.05% Add +1.8% 586,161 $217.4M
Natixis Advisors, LLC 0.40% Reduce -1.2% 577,988 $214.3M
Bell Bank 11.22% New 560,420 $207.8M
Money Design Co.,Ltd. 10.04% Add +286.8% 542,744 $201.3M
Focus Partners Wealth 0.50% Add +0.7% 539,934 $200.2M
Waldron Private Wealth LLC 9.41% Add +7.5% 537,277 $199.2M
Cwm, LLC 0.79% Add +24.1% 532,135 $197.3M
Mather Group, Llc. 2.28% Add +3.0% 530,848 $196.8M
United Capital Financial Advisors, LLC 1.69% Add +1.6% 530,323 $196.7M
Assetmark, Inc. 0.53% Add +2.0% 522,282 $193.7M
Retirement Investment Advisors, Inc. 18.93% Add +1.2% 504,337 $187.0M
Garde Capital, Inc. 10.07% Reduce -0.7% 474,292 $175.9M
Merit Financial Group, LLC 2.61% Add +2.0% 470,041 $174.3M
Baird Financial Group, Inc. 0.33% Add +4.6% 461,203 $171.0M
Cambridge Investment Research Advisors, Inc. 0.57% Reduce -1.0% 456,900 $169.4M
Kestra Advisory Services, LLC 0.82% Reduce -2.1% 455,226 $168.8M
Avior Wealth Management, LLC 6.27% Add +1.0% 445,304 $165.1M
Private Advisor Group, LLC 0.98% Add +3.5% 435,267 $161.4M
Truepoint, Inc. 4.20% Add +1.6% 417,871 $155.0M
Mercer Global Advisors Inc. 0.35% Add +26.9% 418,422 $154.4M
NewEdge Advisors, LLC 0.88% Reduce -2.0% 401,341 $148.8M
Woodmont Investment Counsel LLC 10.71% Reduce -2.0% 400,038 $148.3M
Invictus Private Wealth, LLC 11.76% Add +2.0% 399,923 $148.3M
BOK Financial Private Wealth, Inc. 11.12% Add +1.3% 399,182 $148.0M
CSM Advisors, LLC 8.05% Reduce -5.4% 397,274 $147.3M
Brookstone Capital Management 2.09% Reduce -5.7% 393,036 $145.7M
Smith Anglin Financial, LLC 14.82% Add +0.2% 377,627 $140.0M
Cerity Partners LLC 0.28% Add +3.3% 363,423 $134.8M
Cornerstone Management, Inc. 24.91% Add +10.9% 358,738 $133.0M
Safeguard Financial, LLC 28.85% Add +3.1% 355,130 $131.7M
Permanens Capital L.P. 23.89% Add +16.9% 354,713 $131.5M
Venturi Wealth Management, LLC 6.75% Add +38.1% 349,578 $129.6M
Bank of Hawaii 6.98% Reduce -0.6% 327,709 $121.5M
Rezny Wealth Management, Inc. 33.20% Reduce -2.4% 319,726 $118.6M
Mosaic Family Wealth Partners, LLC 16.65% Add +2.9% 315,494 $117.0M
Howard Capital Management, LLC 2.93% Reduce -0.2% 314,108 $116.5M
Beacon Pointe Advisors, LLC 1.30% Reduce -5.7% 312,694 $116.0M
Stephens Group Asset Management, LLC 9.23% Reduce -3.3% 308,704 $114.5M
US Bancorp \de 0.15% Reduce -4.2% 306,098 $113.5M
Envestnet Portfolio Solutions, Inc. 0.43% Reduce -8.8% 305,395 $113.2M
Rockefeller Capital Management L.P. 0.28% Reduce -6.1% 303,458 $112.5M
Alliancebernstein L.P. 0.04% Reduce -58.4% 298,501 $110.7M
Creative Planning 0.10% Add +1.0% 297,378 $110.3M
Coldstream Capital Management Inc. 2.34% Reduce -3.9% 295,762 $109.7M
Simon Quick Advisors, LLC 6.01% Add +1.6% 284,943 $105.7M
Strategies Wealth Advisors, LLC 12.82% Add +0.2% 283,011 $104.9M
Betterment LLC 0.24% Add +4.4% 267,507 $99.2M
Mountain Capital Investment Advisors Inc. 21.04% Add +4.8% 264,502 $98.1M
Financial Synergies Wealth Advisors, Inc. 11.59% Add +2.5% 256,972 $95.3M
Orion Porfolio Solutions, LLC 0.92% Add +2.2% 252,846 $93.8M
Orion Portfolio Solutions, LLC 0.92% Add +2.2% 252,846 $93.8M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.95% Add +6.8% 251,650 $93.3M
Atria Wealth Solutions, Inc. 1.10% Reduce -9.0% 245,942 $91.2M
Bessemer Group Inc. 0.16% Add +10.8% 244,981 $90.8M
Relyea Zuckerberg Hanson LLC 12.18% Add +2.3% 243,812 $90.4M
CENTRAL TRUST Co 2.20% Reduce -3.1% 241,551 $89.6M
BlueStem Wealth Partners, LLC 12.03% Add +14.0% 238,000 $88.3M
Trust Co of Tennessee 22.00% Reduce -6.1% 236,660 $87.8M
White Lighthouse Investment Management Inc. 15.46% Reduce -0.5% 233,414 $86.6M
Brandywine Oak Private Wealth LLC 8.43% Add +5.2% 231,567 $85.9M
Summit Financial, LLC 2.39% Add +5.1% 229,949 $85.3M
Martel Wealth Advisors LLC 16.93% Reduce -2.7% 229,187 $85.0M
RMR Wealth Builders 8.85% Add +3.9% 226,662 $84.1M
Glenmede Trust Co. NA 0.45% Add +2.1% 226,422 $84.0M
Becker Capital Management Inc. 2.74% Add +3.9% 224,481 $83.2M
Steward Partners Investment Advisory, LLC 0.72% Add +3.8% 219,896 $81.5M
Everhart Financial Group, Inc. 10.88% Add +720.6% 214,669 $79.6M
Manufacturers Life Insurance Company, The 0.08% Reduce -0.4% 214,483 $79.5M
Fifth Third Bancorp 0.30% Reduce -3.1% 212,101 $78.7M
Vista Capital Partners, Inc. 9.46% Reduce -2.3% 210,135 $77.9M
HCR Wealth Advisors 10.02% Add +3.4% 207,621 $77.0M
&partners 0.82% Add +34.2% 207,176 $76.7M
Corrigan Financial, Inc. 15.36% Add +3.0% 201,089 $74.6M
Cary Street Partners Financial LLC 2.34% Add +14.2% 220,877 $74.1M
Cresset Asset Management, LLC 0.37% Add +6.6% 197,538 $73.3M
Cable Hill Partners, LLC 6.95% Reduce -0.3% 188,141 $71.2M
Blair William & Co. 0.21% Add +0.0% 191,535 $71.0M
CreativeOne Wealth, LLC 2.05% Reduce -1.4% 184,561 $68.4M
Crane Advisory, LLC 12.16% Add +8.8% 186,826 $67.3M
Pathstone Holdings, LLC 0.29% Add +4.5% 180,863 $67.1M
Vanguard Group Inc. 0.00% Add +5.6% 178,670 $66.3M
Atria Investments, Inc 0.84% Reduce -2.9% 176,042 $65.3M
Janney Montgomery Scott LLC 0.18% Reduce -1.6% 173,672 $64.4M
Members Trust Co 2.20% Add +186.5% 170,236 $63.1M
Venture Visionary Partners LLC 2.65% Add +4.6% 170,146 $63.1M
Sequoia Financial Advisors, LLC 0.49% Reduce -3.1% 170,093 $63.1M
Pasadena Private Wealth, LLC 12.16% Add +3.0% 169,950 $63.0M
Northern Trust Corp. 0.01% Add +2.4% 168,821 $62.6M
Pinnacle Financial Partners Inc 1.26% Add +2.9% 168,596 $62.5M
Clark Asset Management, LLC 10.43% Add +6.5% 167,710 $62.2M
EverSource Wealth Advisors, LLC 3.41% Add +1.3% 167,345 $62.1M
Allworth Financial LP 0.35% Reduce -7.5% 166,783 $61.9M
Hirtle & Co., LLC 2.76% Reduce -2.5% 164,107 $60.9M
Arax Advisory Partners 3.88% Reduce -9.5% 163,324 $60.6M
IFP Advisors, Inc 1.84% Add +36.8% 160,817 $59.7M
Jentner Corp 17.76% Reduce -4.9% 160,015 $59.3M
Florida Trust Wealth Management Co 1.92% Add +4.2% 159,483 $59.1M
McIlrath & Eck, LLC 7.23% Add +2.1% 158,669 $58.8M
Kestra Private Wealth Services, LLC 0.98% Add +1.9% 158,506 $58.8M
Stevens Capital Partners 27.53% Add +3.2% 158,021 $58.6M
Sage Financial Group Inc. 4.68% Add +1.0% 156,187 $57.9M
One Day In July LLC 5.78% Add +8.8% 155,657 $57.7M
Chicago Partners Investment Group LLC 1.91% Add +6.8% 148,917 $57.3M
Blue Edge Capital, LLC 9.18% Reduce -0.5% 154,169 $57.2M
Nadler Financial Group, Inc. 6.29% Reduce -5.0% 153,235 $56.8M
Cahill Financial Advisors Inc. 7.69% Add +3.6% 152,566 $56.6M
Trust Co 6.69% Reduce -12.5% 151,929 $56.3M
Destination Wealth Management 1.76% Reduce -1.5% 150,209 $55.7M
Presilium Private Wealth, LLC 12.33% Add +13.9% 148,405 $55.0M
Signaturefd, LLC 1.04% Reduce -7.9% 147,639 $54.7M
Comerica Bank 0.23% Reduce -5.4% 146,729 $54.4M
NorthCoast Asset Management LLC 0.27% Reduce -11.5% 145,080 $53.8M
Partners in Financial Planning 10.78% Add +0.7% 144,647 $53.6M
Condor Capital Management 4.92% Add +0.2% 142,359 $52.8M
Total Wealth Planning, LLC 7.96% Add +1.6% 140,293 $52.0M
B. Riley Wealth Advisors, Inc. 1.57% Reduce -3.6% 139,003 $51.5M
Pathway Financial Advisors LLC 9.12% Add +15.8% 136,533 $50.6M
Advisors Capital Management, LLC 0.78% Add +106.1% 135,839 $50.4M
Stephens Inc. 0.72% Reduce -1.5% 132,792 $49.2M
Inspirion Wealth Advisors, LLC 6.77% Reduce -1.4% 131,526 $48.8M
Systematic Alpha Investments, LLC 1.85% No change 130,672 $48.5M
Magnus Financial Group LLC 4.70% Reduce -0.0% 130,451 $48.4M
Silvercrest Asset Management Group LLC 0.34% New 129,141 $47.9M
Trustmark Bank Trust Department 3.54% Reduce -2.5% 128,829 $47.8M
Bokf, NA 0.84% Add +0.5% 128,006 $47.5M
Strategic Investment Solutions, Inc. 13.75% Add +59.4% 127,524 $47.3M
DAVENPORT & Co LLC 0.28% Add +7.4% 125,402 $46.5M
Principle Wealth Partners LLC 3.30% Add +3.3% 124,542 $46.2M
Bank of Montreal 0.02% Add +2.3% 123,826 $45.9M
Affinity Capital Advisors, LLC 9.09% Reduce -6.2% 127,304 $45.9M
Quantum Financial Planning Services, Inc. 25.05% Add +2.3% 123,485 $45.8M
Strategic Investment Advisors / MI 4.85% Reduce -9.8% 123,381 $45.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.40% Reduce -1.0% 122,281 $45.3M
CW Advisors, LLC 0.54% Add +306.9% 119,836 $45.3M
Brickley Wealth Management 9.32% Add +4.9% 121,189 $44.9M
Connecticut Wealth Management, LLC 2.29% New 118,122 $43.8M
Strategic Blueprint, LLC 2.37% Reduce -4.3% 116,879 $43.3M
Rolek Wealth Management LLC 44.56% Add +6.4% 118,838 $43.1M
CFS Investment Advisory Services, LLC 3.79% Reduce -0.6% 114,739 $42.5M
Chaney Capital Management, Inc. 18.71% Add +1.2% 113,283 $42.0M
Strata Wealth Advisors, LLC 13.05% Reduce -17.1% 113,257 $42.0M
MBM Wealth Consultants, LLC 12.40% Add +0.3% 113,200 $42.0M
M&T Bank Corp 0.15% Add +2.9% 113,056 $41.9M
Grey Fox Wealth Advisors, LLC 11.04% Reduce -0.1% 111,652 $41.4M
Fee-Only Financial Planning, L.C. 27.93% Reduce -2.2% 110,352 $40.9M
SP Asset Management LLC 3.59% Add +5.2% 109,815 $40.7M
First Horizon Advisors, Inc. 1.15% Reduce -6.2% 109,786 $40.7M
TL Private Wealth 19.88% Add +6.0% 121,755 $40.1M
Bishop & Co Investment Management, LLC 15.39% Add +10.6% 107,310 $39.8M
Cambridge Associates LLC /Ma/ 1.13% Reduce -31.5% 106,315 $39.4M
One Capital Management, LLC 1.30% Reduce -1.7% 103,748 $38.5M
MAI Capital Management 0.29% Add +0.2% 103,503 $38.4M
American Investment Services, Inc. 6.75% Reduce -1.9% 103,467 $38.4M
Townsquare Capital LLC 0.41% Reduce -6.5% 103,317 $38.3M
Veltria Advisors Corp. 24.88% Reduce -32.7% 103,200 $38.3M
PFG Advisors 2.12% Reduce -8.9% 102,522 $38.0M
Ieq Capital, LLC 0.30% Add +10.2% 102,437 $38.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.98% Reduce -2.6% 100,787 $37.7M
Beacon Capital Management, LLC 5.05% Add +13.9% 100,868 $37.4M
Jacobsen Capital Management 16.16% Add +0.1% 100,286 $37.2M
Summit Financial Wealth Advisors, LLC 7.36% Add +0.5% 100,089 $37.1M
Old Mission Investment Co LLC 11.15% Add +1.7% 99,790 $37.0M
Golden Road Advisors LLC 28.79% Add +1.9% 99,433 $36.9M
Gleason Group, Inc. 6.60% Reduce -7.3% 98,569 $36.6M
Global Strategic Investment Solutions, LLC 4.20% Add +0.0% 97,808 $36.3M
First Pacific Financial 7.34% Reduce -1.6% 97,600 $36.2M
Duncan Williams Asset Management, LLC 12.97% Add +5.9% 96,853 $35.9M
Certified Advisory Corp 4.02% Reduce -2.1% 95,694 $35.5M
Exencial Wealth Advisors, LLC 1.32% Add +1.2% 95,652 $35.5M
Wolff Financial Management LLC 9.72% Reduce -0.6% 94,660 $35.1M
Cornerstone Wealth Advisors, Inc. 9.63% Add +0.8% 93,546 $34.7M
Nwam LLC 2.97% Add +0.1% 93,186 $34.6M
Tritonpoint Wealth, LLC 3.25% Add +17.5% 92,045 $34.1M
Legacies Wealth LLC 25.09% Add +16.2% 91,531 $33.9M
Wealthfront Advisers LLC 0.09% Add +6.1% 91,090 $33.8M
JNBA Financial Advisors 3.50% Add +8.4% 90,922 $33.7M
Mainsail Asset Management, LLC 22.95% Add +5.6% 90,406 $33.5M
Susquehanna International Group, LLP 0.05% New 90,274 $33.5M
AQR Capital Management 0.03% Add +890.9% 90,249 $33.5M
Prime Capital Investment Advisors, LLC 0.39% Add +97.1% 89,186 $33.1M
Scott Capital Advisors, LLC 9.77% Reduce -3.8% 88,322 $32.8M
Franklin Resources Inc. 0.01% Reduce -0.8% 88,051 $32.7M
Concurrent Investment Advisors, LLC 0.78% Add +10.4% 86,230 $32.0M
Newton One Investments LLC 11.38% Add +0.5% 85,797 $31.8M
GenWealth Group, Inc. 6.99% Reduce -0.1% 85,559 $31.7M
Pinion Investment Advisors, LLC 6.91% Add +98.1% 84,522 $31.3M
Retirement Planning Group, LLC 1.45% Add +56.2% 83,597 $31.0M
Rise Advisors, LLC 13.58% Add +18.5% 82,856 $30.7M
B&D White Capital Company, LLC 4.53% Add +20.3% 82,781 $30.7M
Destiny Wealth Partners, LLC 4.85% Add +11.7% 82,424 $30.6M
Schechter Investment Advisors, LLC 2.52% Add +4.4% 82,389 $30.6M
Mgo One Seven LLC 1.17% Add +3.0% 81,536 $30.2M
Penserra Capital Management LLC 0.54% Reduce -15.9% 81,538 $30.2M
LVW Advisors, LLC 3.63% Reduce -4.1% 81,151 $30.1M
Benchmark Wealth Management, LLC 14.40% Reduce -15.9% 80,267 $29.8M
Perigon Wealth Management, LLC 0.76% Add +11.6% 80,161 $29.7M
Wealthspan Partners, LLC 13.70% Reduce -0.1% 79,996 $29.7M
Stratos Investment Management, LLC 1.58% Reduce -1.9% 79,944 $29.6M
Berkshire Money Management, Inc. 3.31% Reduce -0.6% 79,661 $29.5M
Pure Financial Advisors, LLC 0.61% Add +1454.7% 78,931 $29.3M
Sandbox Financial Partners, LLC 10.31% Reduce -0.5% 78,762 $29.2M
TD Capital Management LLC 2.93% Reduce -1.1% 78,034 $28.9M
Mesirow Financial Investment Management, Inc. 0.56% Add +3.4% 77,853 $28.9M
Legacy Financial Group, Inc. 9.26% Add +0.6% 77,799 $28.8M
GoalVest Advisory LLC 7.93% Reduce -0.2% 77,761 $28.8M
Evergreen Capital Management LLC 0.96% Reduce -3.8% 77,099 $28.6M
FWG Holdings, LLC 13.97% Add +22.2% 74,968 $28.4M
Marino, Stram & Associates LLC 6.23% Add +20.5% 75,638 $28.0M
Aire Advisors, LLC 5.90% Reduce -2.5% 75,572 $28.0M
Fifth Third Securities, Inc. 2.36% Add +1.3% 75,455 $28.0M
TD Private Client Wealth LLC 0.77% Reduce -1.4% 75,267 $27.9M
Mitchell McLeod Pugh & Williams Inc. 5.77% Add +7.7% 75,166 $27.9M
Lake Street Private Wealth, LLC 4.56% Add +3.8% 74,977 $27.8M
Compound Planning, Inc. 1.27% Add +152.7% 74,873 $27.8M
Tobias Financial Advisors, Inc. 5.38% Reduce -0.1% 74,673 $27.7M
Foundations Investment Advisors, LLC 0.51% Reduce -25.0% 74,556 $27.6M
CoreCap Advisors, LLC 1.21% Add +3.8% 74,014 $27.4M
HB Wealth Management, LLC 0.23% Add +9.2% 73,572 $27.3M
R. W. Roge & Company, Inc. 14.81% Reduce -3.1% 72,906 $27.0M
AE Wealth Management LLC 0.23% Reduce -10.3% 72,791 $27.0M
Brown Advisory Inc. 0.04% Reduce -14.5% 72,641 $26.9M
DeDora Capital, Inc. 7.72% Reduce -1.6% 72,267 $26.8M
Joel Isaacson & Co., LLC 1.21% Add +5.6% 72,144 $26.8M
Blankinship & Foster, LLC 6.74% Reduce -0.9% 71,971 $26.7M
Thrivent Financial for Lutherans 0.06% Reduce -47.7% 69,081 $26.5M
Trek Financial, LLC 1.91% Reduce -12.0% 71,107 $26.4M
Tilson Financial Group, Inc. 10.36% Add +15.5% 70,633 $26.2M
Great Valley Advisor Group, Inc. 0.56% Add +1.9% 70,602 $26.2M
Hill Island Financial LLC 7.59% Add +4.4% 69,832 $25.9M
Advisory Services Network, LLC 0.49% Reduce -37.7% 69,211 $25.7M
Evolution Advisers, Inc. 13.46% Add +8.4% 74,097 $25.6M
Cambridge Capital Management, LLC 16.04% Reduce -0.7% 68,414 $25.4M
Harbour Investments, Inc. 0.73% Add +1.6% 68,407 $25.4M
Wealth Management Strategies, Inc. 16.89% Add +13.9% 68,101 $25.3M
Lido Advisors, LLC 0.15% Add +2.8% 67,983 $25.2M
Clayton Financial Group LLC 9.17% Add +5.5% 67,457 $25.0M
Acorn Creek Capital LLC 12.46% Reduce -1.7% 67,328 $25.0M
Everett Harris & Co. 0.32% Add +0.7% 66,987 $24.8M
Arcadia Wealth Management, LLC 12.23% Add +0.5% 66,822 $24.8M
Anderson Hoagland & Co. 2.94% Reduce -0.1% 75,180 $24.8M
Onyx Bridge Wealth Group LLC 3.54% Add +141.6% 66,635 $24.7M
Brown Wealth Management, LLC 8.49% Add +4.3% 66,590 $24.7M
Acorn Financial Advisory Services Inc. 4.46% Reduce -33.5% 66,486 $24.7M
Karpus Management, Inc. 0.80% Add +1.1% 66,366 $24.6M
Financial Advisory Partners, LLC 8.23% Reduce -7.5% 66,359 $24.6M
Websterrogers Financial Advisors, LLC 8.38% Add +3.4% 66,191 $24.5M
Ellis Investment Partners, LLC 5.03% Add +0.5% 65,623 $24.3M
Cannon Financial Strategists, Inc. 4.17% Reduce -1.4% 65,471 $24.3M
Capital Wealth Management, LLC 10.07% Reduce -0.7% 65,448 $24.3M
Parker Financial LLC 11.64% Reduce -3.6% 65,300 $24.2M
Oak Hill Wealth Advisors, LLC 5.58% Add +1.9% 64,911 $24.1M
Procyon Advisors, LLC 1.44% Add +4.4% 63,920 $23.7M
Bragg Financial Advisors, Inc 0.97% Add +6.2% 63,854 $23.7M
Towerpoint Wealth, LLC 11.63% Reduce -6.0% 63,285 $23.5M
Financial Advisors Network, Inc. 3.85% Reduce -8.5% 62,662 $23.2M
Warner Financial, Inc. 10.27% Reduce -6.0% 62,600 $23.2M
Marmo Financial Group, LLC 12.67% Add +15.5% 62,451 $23.2M
Waterford Advisors, LLC 9.55% Add +3.0% 62,075 $23.0M
Peterson Wealth Services 7.21% Add +84.9% 61,774 $22.9M
Integrated Wealth Concepts LLC 0.27% Reduce -1.5% 61,667 $22.9M
Beaumont Financial Advisors, LLC 1.78% Reduce -1.1% 61,271 $22.7M
BTC Capital Management, Inc. 2.07% Add +43.7% 61,169 $22.7M
Hiley Hunt Wealth Management 12.30% Reduce -2.9% 60,261 $22.5M
Sovereign Financial Group, Inc. 5.19% Add +4.6% 60,780 $22.5M
Taylor Financial Group, Inc. 15.56% Add +1.1% 60,307 $22.4M
Archford Capital Strategies, LLC 3.27% Reduce -39.9% 60,220 $22.3M
Stephen J. Garry & Associates, LLC 20.54% Add +0.7% 59,225 $22.0M
Stratos Wealth Advisors, LLC 1.20% Reduce -8.1% 59,163 $21.9M
Brookwood Investment Group LLC 3.77% — 59,121 $21.9M
Prospera Financial Services Inc 0.50% Add +5.1% 58,774 $21.8M
Francis Financial, Inc. 5.29% Reduce -1.4% 58,623 $21.7M
Meridian Wealth Management, LLC 1.04% Add +3.5% 57,990 $21.5M
Cutler Investment Counsel LLC 2.58% Add +7.3% 57,803 $21.4M
Wealth Alliance Advisory Group, LLC 4.43% Add +29.9% 57,682 $21.4M
Gotham Asset Management 0.18% Add +38.4% 57,542 $21.3M
Associated Banc-Corp 0.64% Add +0.3% 56,771 $21.1M
Commerce Bank 0.13% Reduce -1.0% 56,745 $21.0M
Wellington Management Group LLP 0.00% Add +112.3% 56,597 $21.0M
Dagco, Inc. 6.78% Add +2.0% 56,557 $21.0M
Oppenheimer & Co. Inc. 0.32% Add +1.6% 56,406 $20.9M
Forvis Mazars Wealth Advisors, LLC 0.50% Reduce -7.8% 55,952 $20.7M
Crews Bank & Trust 3.40% Add +1.2% 53,721 $19.9M
Veery Capital, LLC 7.68% Add +3.2% 53,266 $19.8M
Investment Advisory Group, LLC 6.60% Add +9.2% 53,236 $19.7M
VestGen Advisors, LLC 0.89% — 52,839 $19.6M
Beacon Financial Group 2.14% Add +4.8% 52,818 $19.6M
IAG Wealth Partners, LLC 3.03% Add +14.1% 52,551 $19.5M
Creative Financial Designs Inc. 1.55% Add +4.2% 52,236 $19.4M
Dakota Wealth Management 0.45% Reduce -11.1% 51,734 $19.2M
Whitegate Investment Counselors, Inc. 6.81% Reduce -0.6% 51,728 $19.2M
Allspring Global Investments Holdings, LLC 0.03% Add +1.0% 51,252 $19.2M
J.W. Cole Advisors, Inc. 0.59% Reduce -25.7% 51,512 $19.1M
Bison Wealth, LLC 1.78% Add +13.1% 51,471 $19.1M
Moneco Advisors, LLC 1.98% Reduce -8.8% 51,452 $19.1M
Spreng Capital Management, Inc. 8.84% Add +1.7% 51,238 $19.0M
Christopher J. Hasenberg, Inc 7.89% New 50,776 $19.0M
Neuberger Berman Group LLC 0.02% Reduce -24.0% 51,164 $19.0M
Black Diamond Financial, LLC 2.84% Add +9.8% 50,985 $18.9M
Market Street Wealth Management Advisors LLC 3.18% Reduce -2.2% 50,421 $18.7M
Tenret Co LLC 11.34% Add +0.1% 50,419 $18.7M
Aspire Private Capital, LLC 4.61% Reduce -5.2% 50,044 $18.6M
IVC Wealth Advisors LLC 9.65% Reduce -3.5% 48,357 $17.9M
Kohmann Bosshard Financial Services, LLC 2.10% Reduce -0.3% 47,921 $17.8M
Advantage Trust Co 10.73% Reduce -1.7% 47,759 $17.7M
AdvisorNet Financial, Inc 1.31% Add +4.7% 47,703 $17.7M
Bay Harbor Wealth Management, LLC 5.59% Reduce -6.5% 47,676 $17.7M
Dominguez Wealth Management Solutions, Inc. 12.95% Add +6.5% 47,669 $17.7M
RFG Advisory, LLC 0.48% Add +10.2% 47,576 $17.6M
Ameritas Advisory Services, LLC 0.71% Reduce -0.7% 45,616 $17.6M
Baron Silver Stevens Financial Advisors, LLC 3.08% Reduce -4.9% 47,514 $17.6M
Flagship Wealth Advisors, LLC 7.40% Add +19.6% 47,383 $17.6M
Leeward Financial Partners, LLC 6.52% Add +1.9% 47,039 $17.4M
Delta Financial Group, Inc. 3.96% Add +2.1% 44,522 $17.3M
Regent Peak Wealth Advisors LLC 4.09% Reduce -13.7% 46,702 $17.3M
Regal Investment Advisors LLC 1.40% Add +3.0% 46,485 $17.2M
Rochester Wealth Strategies, LLC 13.64% — 46,321 $17.2M
Signet Financial Management, LLC 2.31% Reduce -6.3% 46,203 $17.1M
Legacy Edge Advisors, LLC 2.67% Reduce -0.7% 46,192 $17.1M
REAP Financial Group, LLC 4.24% Add +22.1% 46,164 $17.1M
Prosperity Planning, Inc. 7.60% Add +1.0% 45,497 $16.9M
Manchester Capital Management LLC 2.06% Reduce -0.1% 45,329 $16.8M
Milestone Investment Advisors LLC 4.64% Reduce -6.4% 45,091 $16.7M
Baltimore-Washington Financial Advisors, Inc. 0.90% Add +8.4% 45,083 $16.7M
Noble Family Wealth, LLC 4.59% Reduce -10.5% 45,000 $16.7M
Founders Grove Wealth Partners, LLC 4.65% Add +5.0% 44,991 $16.7M
O'Brien Wealth Partners LLC 3.06% Add +0.1% 44,381 $16.5M
GPS Wealth Strategies Group, LLC 2.22% Add +17.6% 44,370 $16.5M
VeraBank, N.A. 4.56% Add +18.8% 44,035 $16.3M
Synergy Investment Management, LLC 6.81% Add +0.8% 43,961 $16.3M
GenTrust, LLC 0.78% No change 43,906 $16.3M
Robinswood Financial LLC 5.87% Reduce -1.2% 42,805 $15.9M
Stratos Wealth Partners, LTD. 0.24% Add +4.7% 42,643 $15.8M
Gill Capital Partners, LLC 5.43% Add +4.4% 42,254 $15.7M
OneDigital Investment Advisors LLC 0.18% Reduce -20.0% 41,554 $15.4M
Roof Eidam Maycock Peralta, LLC 4.08% Add +0.9% 41,428 $15.4M
Leonard Rickey Investment Advisors P.L.L.C. 3.29% Add +6.9% 42,047 $15.2M
NORTHSTAR ASSET MANAGEMENT Co 3.68% Add +16.7% 41,091 $15.2M
LaSalle St. Investment Advisors, LLC 3.58% Add +12.7% 40,990 $15.2M
25 LLC 6.26% Add +7.1% 40,825 $15.1M
Topel & Distasi Wealth Management, LLC 7.06% Add +2.8% 40,779 $15.1M
Olistico Wealth, LLC 9.32% Reduce -4.2% 38,616 $15.1M
Falcon Wealth Planning 1.67% Add +7.4% 40,466 $15.0M
SCS Capital Management LLC 0.19% Add +24.0% 40,452 $15.0M
Robertson Stephens Wealth Management, LLC 0.56% Reduce -32.3% 40,399 $15.0M
Geneos Wealth Management Inc. 0.50% Add +12.6% 40,229 $14.9M
Heartwood Wealth Advisors LLC 1.70% Reduce -17.5% 40,154 $14.9M
Quantinno Capital Management LP 0.10% Add +39.8% 40,132 $14.9M
Focus Partners Advisor Solutions, LLC 0.23% Add +7.2% 40,093 $14.9M
Silicon Valley Capital Partners 1.94% Reduce -0.2% 40,119 $14.9M
Kennicott Capital Management LLC 9.67% Reduce -0.2% 39,952 $14.8M
Obsidian Cio, LLC 2.41% Add +13.2% 39,939 $14.8M
Werba Rubin Papier Wealth Management 3.22% Add +7.1% 39,922 $14.8M
Stage Harbor Financial, LLC 12.50% Add +4.3% 39,813 $14.8M
Planning Alternatives Ltd. 2.25% Reduce -0.6% 39,648 $14.7M
Oak Root LLC 1.97% Add +38.6% 39,622 $14.7M
Quotient Wealth Partners, LLC 0.47% Reduce -0.8% 39,597 $14.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -26.9% 39,500 $14.6M
Salomon & Ludwin, LLC 1.56% Reduce -1.7% 39,399 $14.6M
FC Advisory LLC 4.92% Add +2.7% 39,283 $14.6M
Lokken Investment Group LLC 6.13% Add +8.6% 39,192 $14.5M
Cyndeo Wealth Partners, LLC 0.95% Add +0.2% 39,191 $14.5M
Matrix Private Capital Group LLC 8.58% Add +2.4% 38,689 $14.3M
StoneX Group Inc. 0.79% Add +8.4% 38,641 $14.3M
Romano Brothers and Company 1.84% Add +4.4% 38,439 $14.3M
SWP Financial LLC 8.61% Add +9.5% 38,025 $14.1M
Cora Capital Advisors LLC 6.72% Add +2.1% 37,802 $14.0M
Aries Wealth Management 3.77% Add +1.1% 37,475 $13.9M
Keeler & Nadler Financial Planning & Wealth Management 6.26% Reduce -3.2% 37,486 $13.9M
Titleist Asset Management, LLC 1.60% Add +23.4% 37,105 $13.8M
Consolidated Portfolio Review Corp 2.20% Add +1.1% 36,969 $13.7M
Watershed Private Wealth LLC 5.45% Add +3.6% 36,787 $13.6M
Howard Wealth Management, LLC 7.58% Reduce -2.5% 36,675 $13.6M
CIBC Private Wealth Group LLC 0.03% Reduce -4.0% 41,101 $13.5M
Synovus Financial Corp. 0.17% Add +3.2% 36,401 $13.5M
Financial Insights, Inc. 5.36% Reduce -10.8% 36,342 $13.5M
Sapient Capital LLC 0.27% Add +12.2% 36,307 $13.5M
Savant Capital, LLC 0.11% Reduce -4.0% 36,125 $13.4M
Krilogy Financial LLC 0.86% Add +14.5% 35,920 $13.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.02% Reduce -1.2% 35,851 $13.3M
Arete Wealth Advisors, LLC 1.01% Add +8.1% 35,805 $13.3M
DDFG, Inc 3.67% Reduce -5.1% 35,671 $13.2M
Snowden Capital Advisors LLC 0.42% Add +0.1% 35,479 $13.2M
Rodgers & Associates, LTD 1.60% Add +1.7% 35,476 $13.2M
Impact Partnership Wealth, LLC 2.81% Add +5.1% 35,446 $13.1M
Ashton Thomas Private Wealth, LLC 0.50% Add +15.7% 35,345 $13.1M
Sandy Spring Bank 0.55% Add +7.6% 35,338 $13.1M
Gemmer Asset Management LLC 1.31% Add +0.2% 35,320 $13.1M
Prostatis Group LLC 4.11% Add +40.8% 35,107 $13.0M
Ausdal Financial Partners, Inc. 0.98% Add +91.0% 35,019 $13.0M
Five Pine Wealth Management 10.52% Add +10.3% 34,851 $12.9M
Addison Advisors LLC 3.52% Reduce -0.3% 34,834 $12.9M
Mechanics Bank Trust Department 1.76% Reduce -5.8% 34,788 $12.9M
Financial Connections Group, Inc. 5.79% Reduce -1.8% 34,772 $12.9M
Hohimer Wealth Management, LLC 2.52% Add +0.7% 34,473 $12.8M
O'shaughnessy Asset Management, LLC 0.10% Add +2.2% 34,212 $12.7M
Safir Wealth Advisors, LLC 10.03% Reduce -2.8% 34,090 $12.6M
Beacon Bridge Wealth Partners, LLC 5.35% Add +7.4% 33,842 $12.5M
Koshinski Asset Management, Inc. 1.07% Reduce -11.5% 33,823 $12.5M
Berger Financial Group, Inc 0.87% Add +1.1% 33,812 $12.5M
Great Diamond Partners, LLC 3.43% Reduce -2.8% 33,811 $12.5M
Marshall Financial Group Inc. 3.94% Add +2.2% 33,732 $12.5M
Bristlecone Advisors, LLC 1.02% Reduce -1.0% 33,633 $12.5M
Mutual Advisors, LLC 0.36% Reduce -11.9% 33,102 $12.5M
Cornerstone Advisory, LLC 1.45% Add +19.6% 32,469 $12.5M
Integrity Alliance, Llc. 0.49% Add +2314.9% 33,543 $12.4M
Enclave Advisors LLC 2.11% Add +15.7% 33,372 $12.4M
Horizon Family Wealth, Inc. 8.20% Reduce -3.5% 33,164 $12.3M
Eagle Strategies LLC 2.13% Add +22.7% 33,043 $12.3M
Hurlow Wealth Management Group, Inc. 3.81% Reduce -0.4% 32,857 $12.2M
CX Institutional 0.46% Add +31.7% 32,801 $12.2M
Capital Analysts, LLC 0.45% Add +17.8% 32,775 $12.2M
Hilltop Holdings Inc. 0.76% Add +5.1% 32,682 $12.1M
NWF Advisory Services Inc. 1.68% Reduce -1.3% 32,292 $12.0M
Smith & Howard Wealth Management, LLC 3.27% Add +19.5% 32,288 $12.0M
Valeo Financial Advisors, LLC 0.33% Add +59.5% 31,880 $11.8M
Sowell Financial Services LLC 0.54% Reduce -12.6% 31,844 $11.8M
Citizens Financial Group Inc. 0.23% Reduce -1.3% 31,459 $11.7M
Clarius Group, LLC 0.73% Reduce -1.1% 31,425 $11.7M
Novem Group 1.62% Add +1.5% 30,881 $11.5M
Kingsview Wealth Management, LLC 0.22% Reduce -4.7% 30,879 $11.5M
Manuka Financial, LLC 7.36% Add +1.9% 30,627 $11.4M
Uptown Financial Advisors LLC 11.70% Add +3.7% 30,530 $11.3M
N.E.W. Advisory Services LLC 0.86% Add +19.4% 30,352 $11.3M
First Heartland Consultants, Inc. 1.16% Reduce -16.6% 30,339 $11.3M
Capital Advisors, Ltd. LLC 1.48% Reduce -2.8% 30,278 $11.2M
Clearstead Advisors, LLC 0.17% Reduce -2.4% 30,253 $11.2M
Gladstone Institutional Advisory LLC 0.52% Add +12.6% 30,160 $11.2M
Independent Financial Group, LLC 0.38% Add +5.2% 30,090 $11.2M
Yeomans Consulting Group, Inc. 4.30% Reduce -40.4% 30,030 $11.1M
MCF Advisors LLC 0.80% Reduce -0.1% 29,987 $11.1M
Johnson Investment Counsel Inc. 0.11% Add +8.1% 29,914 $11.1M
IHT Wealth Management, LLC 0.35% Add +6.5% 29,804 $11.1M
Kathmere Capital Management, LLC 0.94% Add +5.0% 29,691 $11.0M
JMG Financial Group, Ltd. 0.37% Add +0.2% 29,680 $11.0M
Regions Financial Corp. 0.08% Reduce -1.4% 29,343 $10.9M
Nations Financial Group Inc, /Ia/ 0.83% Add +1.2% 29,321 $10.9M
Integral Investment Advisors, Inc. 3.46% Add +6.6% 29,201 $10.8M
NewEdge Wealth, LLC 0.20% Add +2.2% 29,178 $10.8M
UMB Bank, n.a. 0.18% Reduce -3.5% 29,130 $10.8M
Thrive Wealth Management, LLC 2.06% Reduce -7.4% 29,121 $10.8M
Graham Capital Management, L.P. 0.50% New 29,000 $10.8M
Westwood Holdings Group Inc. 0.08% Reduce -6.3% 28,956 $10.7M
One Charles Private Wealth Services, LLC 3.47% Add +14.5% 28,879 $10.7M
Dodds Wealth, LLC 3.48% Reduce -0.0% 28,794 $10.7M
Trust Co of the South 2.21% Add +69.3% 28,537 $10.6M
Fusion Capital, LLC 4.02% Add +7.5% 28,463 $10.6M
Facet Wealth, Inc. 0.27% Add +113.9% 27,252 $10.5M
Cranbrook Wealth Management, LLC 2.43% Reduce -2.3% 28,265 $10.5M
Payne Capital Management, LLC 4.43% Reduce -3.1% 28,009 $10.4M
BLB&B Advisors, LLC 0.53% No change 27,991 $10.4M
Caprock Group, LLC 0.32% Add +55.1% 27,962 $10.4M
Financial Counselors Inc. 0.16% Reduce -26.1% 27,909 $10.3M
Clark Financial Services Group Inc. 7.15% Add +2.2% 27,830 $10.3M
Certus Wealth Management, LLC 7.01% Add +2.3% 25,547 $10.3M
Integrity Wealth Solutions LLC 5.57% Reduce -0.7% 27,725 $10.3M
GW Henssler & Associates Ltd. 0.59% Add +22.4% 27,721 $10.3M
Wealthcare Advisory Partners LLC 0.28% Reduce -1.5% 27,652 $10.3M
Lindbrook Capital, LLC 0.94% Reduce -3.6% 27,496 $10.2M
Kraft, Davis & Associates, LLC 3.27% Reduce -1.8% 28,951 $10.2M
Flagship Harbor Advisors, LLC 0.53% Reduce -3.4% 27,357 $10.1M
Hubbell Strickland Wealth Management, LLC 4.78% Reduce -1.1% 27,255 $10.1M
Birnam Oak Advisors, LP 4.21% No change 27,100 $10.0M
Oak Harvest Investment Services 1.40% Add +8.0% 26,993 $10.0M
Elevated Capital Advisors, LLC 2.78% Reduce -7.1% 26,775 $9.9M
Ironsides Asset Advisors, LLC 2.90% Reduce 0.0% 26,612 $9.9M
Root Financial Partners, LLC 1.05% Add +172.3% 26,608 $9.9M
Texas Yale Capital Corp. 0.40% Reduce -0.8% 26,539 $9.8M
Agf Management Ltd. 0.05% Reduce -3.5% 26,529 $9.8M
Ascent Group, LLC 0.42% Reduce -6.8% 26,514 $9.8M
Orser Capital Management, LLC 7.21% Reduce -12.1% 26,467 $9.8M
Harbor Investment Advisory, LLC 0.95% Reduce -0.0% 26,460 $9.8M
IFG Advisory, LLC 0.54% Add +1.1% 26,460 $9.8M
Mayfair Advisory Group, LLC 5.65% Add +0.6% 26,432 $9.8M
Novak & Powell Financial Services, Inc. 6.09% Reduce -2.5% 26,416 $9.8M
Alpine Bank Wealth Management 1.56% — 26,270 $9.7M
Financial Life Advisors 3.62% Reduce -1.2% 26,178 $9.7M
Segment Wealth Management, LLC 0.65% No change 25,926 $9.6M
PCA Investment Advisory Services Inc. 5.05% Add +13.4% 25,742 $9.5M
Founders Financial Securities LLC 0.81% Reduce -14.8% 25,374 $9.5M
Ethos Financial Group, LLC 0.92% Add +0.6% 23,567 $9.5M
First National Bank of Omaha 0.65% Add +0.7% 25,708 $9.5M
QRG Capital Management, Inc. 0.10% Reduce -6.3% 25,627 $9.5M
Wedbush Securities Inc. 0.35% Reduce -2.9% 25,499 $9.5M
SouthState Bank Corp 0.43% Add +28.5% 25,357 $9.4M
Bath Savings Trust Co 0.97% Reduce -2.0% 25,344 $9.4M
Lansing Street Advisors 3.14% Reduce -0.7% 25,330 $9.4M
BIP Wealth, LLC 0.61% Add +116.4% 25,247 $9.4M
Curran Financial Partners, LLC 2.29% Add +36.9% 25,155 $9.3M
Gentry Private Wealth, LLC 7.67% Add +3527.3% 25,137 $9.3M
Columbia River Financial Group, LLC 6.18% Reduce -7.9% 24,946 $9.3M
Kathleen S. Wright Associates Inc. 3.81% Add +2.6% 24,846 $9.2M
McAlister, Sweet & Associates, Inc. 6.89% New 24,535 $9.1M
Nabity-Jensen Investment Management Inc 7.23% Reduce -1.3% 24,530 $9.1M
Capital Investment Advisory Services, LLC 0.81% Add +4.5% 24,475 $9.1M
Main Line Retirement Advisors, LLC 5.88% Add +1.4% 24,427 $9.1M
Goodman Advisory Group, LLC 2.76% Reduce -6.1% 24,420 $9.1M
Claris Financial LLC 5.94% No change 22,026 $9.0M
CWS Financial Advisors, LLC 2.84% Add +6.9% 24,220 $9.0M
Semmax Financial Advisors Inc. 2.40% Reduce -1.2% 22,903 $8.9M
Riversedge Advisors, LLC 1.97% Add +8.5% 23,865 $8.8M
Petix & Botte Co 2.30% Reduce -3.7% 23,511 $8.7M
Wilmington Savings Fund Society, FSB 0.16% Reduce -13.2% 23,287 $8.6M
Von Berge Wealth Management Group, LLC 5.55% Reduce -2.0% 23,200 $8.6M
Wellspring Financial Advisors, LLC 0.96% Reduce -0.1% 943,782 $8.6M
Ritholtz Wealth Management 0.26% Add +39.9% 23,054 $8.5M
Cornerstone Wealth Management, LLC 0.58% Reduce -3.6% 22,982 $8.5M
Hofer & Associates. Inc 5.68% Add +0.2% 22,554 $8.4M
ERn Financial, LLC 1.32% Reduce -0.2% 22,513 $8.3M
Madison Park Capital Advisors, LLC 7.28% Add +1.7% 22,392 $8.3M
Csenge Advisory Group 0.47% Reduce -3.4% 23,397 $8.2M
LongView Wealth Management 2.47% Reduce -1.3% 22,177 $8.2M
Angeles Investment Advisors, LLC 0.44% Reduce -19.9% 21,990 $8.2M
Kendall Capital Management 2.38% Add +8.1% 21,813 $8.1M
First United Bank & Trust 3.01% Reduce -7.3% 21,722 $8.1M
Intergy Private Wealth, LLC 3.06% Reduce -1.7% 21,710 $8.1M
Bleakley Financial Group, LLC 0.26% Add +0.9% 21,675 $8.0M
Verdence Capital Advisors LLC 0.61% Reduce -5.8% 21,596 $8.0M
Washington Trust Advisors, Inc. 0.71% Reduce -1.6% 21,590 $8.0M
Clearwater Capital Advisors, LLC 0.77% Reduce -0.1% 21,560 $8.0M
Woodside Wealth Management LLC 7.41% — 21,550 $8.0M
TPG Financial Advisors, LLC 3.51% Add +64.2% 21,434 $7.9M
Brio Consultants, LLC 1.24% Add +4.3% 21,341 $7.9M
GC Wealth Management RIA, LLC 1.45% Add +10.3% 21,309 $7.9M
Mathes Company, Inc. 3.23% Reduce -1.9% 21,220 $7.9M
Perennial Investment Advisors, LLC 0.88% Add +1.4% 21,082 $7.8M
Bonfire Financial 7.19% Reduce -4.3% 21,026 $7.8M
Park Avenue Securities LLC 0.10% Add +23.9% 20,984 $7.8M
Acropolis Investment Management, LLC 0.46% Reduce -13.8% 20,964 $7.8M
Hollencrest Capital Management 0.34% Add +0.1% 20,885 $7.7M
Yoder Wealth Management, Inc. 4.35% Reduce -1.3% 20,857 $7.7M
D. E. Shaw & Co. 0.01% New 20,806 $7.7M
Register Financial Advisors LLC 4.01% Add +3.1% 20,773 $7.7M
Fonville Wealth Management LLC 2.26% Add +19.3% 20,642 $7.7M
Fourth Dimension Wealth, LLC 3.71% Reduce -0.1% 20,704 $7.7M
Wealthspire Retirement, LLC 0.61% Reduce -8.5% 20,682 $7.7M
Wells Financial Advisors INC 10.50% Add +3.1% 20,539 $7.6M
Agate Pass Investment Management, LLC 3.26% Add +5.3% 20,528 $7.6M
MidAtlantic Capital Management, Inc. 5.96% Add +0.2% 20,450 $7.6M
Dravo Bay LLC 4.01% Reduce -13.7% 20,428 $7.6M
Tudor Investment Corporation 0.07% Add +60.5% 20,371 $7.6M
Visionary Wealth Advisors 0.45% Add +2.1% 20,321 $7.5M
Marcum Wealth, LLC 0.65% Reduce -0.6% 20,293 $7.5M
Royal Fund Management, LLC 0.89% Reduce -1.5% 20,222 $7.5M
Freedom Financial Partners LLC 3.49% Add +0.4% 20,225 $7.5M
Latigo Investments, LLC 3.99% No change 20,176 $7.5M
Rinkey Investments 2.37% Add +11.2% 20,131 $7.5M
Calton & Associates, Inc. 1.70% Add +11.0% 20,114 $7.5M
Coastal Bridge Advisors, LLC 1.06% Add +7.5% 20,010 $7.4M
Laurel Wealth Advisors LLC 1.16% Reduce -2.6% 20,008 $7.4M
SOL Capital Management CO 0.82% Add +5.7% 19,952 $7.4M
Angeles Wealth Management, LLC 0.61% Add +0.8% 19,841 $7.4M
Riverview Capital Advisers, LLC 2.30% Reduce -1.6% 19,701 $7.3M
First PREMIER Bank 1.84% Add +16.5% 19,579 $7.3M
Tide Cove Capital Partners LLC 6.31% Reduce -0.6% 19,557 $7.3M
Dentgroup LLC 5.41% Reduce -0.1% 19,451 $7.2M
Sightline Wealth Advisors, LLC 3.78% Add +11.5% 19,334 $7.2M
Pine Valley Investments Ltd Liability Co 0.46% Add +2.1% 19,252 $7.1M
Ogorek Anthony Joseph /NY/ 2.35% Reduce -0.9% 19,228 $7.1M
MTC Wealth Management LLC 3.48% Add +212.5% 19,130 $7.1M
Essex Financial Services, Inc. 0.51% Add +11.1% 19,116 $7.1M
Wind River Trust Co 3.03% Reduce -4.9% 19,070 $7.1M
Horizon Bancorp Inc. 3.99% Reduce -33.1% 19,050 $7.1M
Cardiff Park Advisors, LLC 0.68% Reduce -31.7% 19,049 $7.1M
Jackson Wealth Management, LLC 0.85% Reduce -33.0% 18,971 $7.0M
Gallagher Fiduciary Advisors, LLC 0.23% Add +4.1% 18,933 $7.0M
Spire Wealth Management 0.22% Reduce -1.9% 18,620 $6.9M
McKinley Carter Wealth Services, Inc. 0.42% Reduce -1.5% 18,567 $6.9M
Watts Gwilliam & Co., LLC 1.49% Add +1.4% 18,567 $6.9M
Arkadios Wealth Advisors 0.26% Add +70.7% 18,559 $6.9M
St. Louis Trust Co 0.99% Reduce -1.3% 18,522 $6.9M
Mustard Seed Financial, LLC 5.51% Add +6.2% 18,476 $6.9M
Richmond Investment Services, LLC 3.71% Add +145.4% 18,416 $6.8M
Pine Harbor Wealth Management, LLC 2.72% Add +3.0% 18,354 $6.8M
Diversified Portfolios, Inc. 0.72% Reduce -1.1% 18,350 $6.8M
Osborne Partners Capital Management, LLC 0.39% Reduce -1.4% 18,273 $6.8M
Parallel Advisors, LLC 0.15% Add +3.1% 18,270 $6.8M
Prestige Wealth Management Group LLC 1.45% Reduce -16.0% 18,252 $6.8M
Simmons Bank 0.50% Reduce -4.1% 18,046 $6.7M
Emerald Advisors, LLC 0.89% Add +4.5% 17,978 $6.7M
Tower View Wealth Management LLC 3.87% Add +13.0% 17,907 $6.6M
Apollon Wealth Management, LLC 0.15% Reduce -5.4% 17,907 $6.6M
Bluespring Wealth Management, LLC 0.67% Reduce -7.0% 17,837 $6.6M
Horizon Investments, LLC 0.20% Add +26.8% 17,685 $6.6M
Northstar Group, Inc. 1.11% Add +0.3% 17,663 $6.5M
Glen Eagle Advisors, LLC 1.08% Add +9.6% 17,545 $6.5M
Abbot Financial Management, Inc. 3.37% Add +0.3% 17,510 $6.5M
Nicolet Advisory Services, LLC 0.64% Reduce -0.8% 18,339 $6.5M
Clarus Wealth Advisors 3.42% Add +19.8% 17,397 $6.4M
Defined Wealth Management, LLC 4.30% Reduce -12.6% 17,246 $6.4M
LifeGoal Investments, LLC 6.89% Add +33.8% 17,216 $6.4M
Disciplined Investments, LLC 2.93% Reduce -2.0% 17,196 $6.4M
Crown Wealth Group, LLC 3.31% Reduce -2.8% 17,195 $6.4M
Weinberger Asset Management, Inc 2.73% Reduce -1.2% 17,192 $6.4M
Vicus Capital 0.59% Add +3.6% 17,172 $6.4M
Kure Advisory, LLC 4.80% — 17,155 $6.4M
Drucker Wealth 3.0, LLC 1.40% Reduce -24.1% 17,108 $6.3M
WealthShield Partners, LLC 0.82% Add +7.2% 17,093 $6.3M
Scott & Selber, Inc. 2.02% Reduce -0.0% 17,012 $6.3M
Kovack Advisors, Inc. 0.66% Reduce -7.0% 16,930 $6.3M
Keystone Financial Group 0.63% Reduce -0.8% 16,718 $6.2M
Rehmann Capital Advisory Group 0.39% Reduce -5.3% 16,682 $6.2M
Zions Bancorporation, National Association 0.39% — 16,670 $6.2M
Capital Planning LLC 1.72% Add +0.5% 16,562 $6.1M
Continuum Wealth Advisors, LLC 3.15% Add +2.6% 16,549 $6.1M
Wescott Financial Advisory Group, LLC 0.63% Reduce -8.5% 16,424 $6.1M
Brighton Jones LLC 0.20% Reduce -3.0% 16,408 $6.1M
Apex Wealth Management, LLC 5.44% Reduce -6.1% 16,313 $6.0M
Alexis Investment Partners, LLC 2.88% Add +5.3% 16,250 $6.0M
Farther Finance Advisors, LLC 0.15% Add +3.4% 16,086 $6.0M
Element Pointe Advisors, LLC 1.46% No change 16,190 $6.0M
Campbell Deegan Wealth Management, LLC 6.85% Reduce -2.1% 16,048 $6.0M
VSM Wealth Advisory, LLC 2.14% Add +35.8% 16,047 $6.0M
GSG Advisors LLC 1.95% Add +20.5% 16,178 $6.0M
Aveo Capital Partners, LLC 0.99% Reduce -24.3% 15,454 $5.9M
First American Trust, FSB 0.54% Add +71.1% 15,959 $5.9M
SBI Securities Co., Ltd. 0.20% Add +10.7% 15,928 $5.9M
M3 Advisory Group, LLC 4.67% Reduce -1.2% 15,926 $5.9M
MA Private Wealth 1.10% No change 15,818 $5.9M
NFSG Corp 1.42% Add +30.9% 15,724 $5.8M
Avion Wealth 1.49% Add +0.1% 14,165 $5.8M
Cumberland Advisors Inc. 2.63% Add +0.3% 15,673 $5.8M
Willis Johnson & Associates, Inc. 0.44% Reduce -6.0% 15,661 $5.8M
Patriot Financial Group Insurance Agency, LLC 0.78% Add +22.3% 15,634 $5.8M
Smartleaf Asset Management LLC 0.56% Add +86.5% 15,591 $5.8M
Infinity Wealth Counsel, LLC 6.19% Add +2.0% 15,474 $5.7M
Uptick Partners, LLC 1.94% Add +3.9% 15,445 $5.7M
Planning Directions Inc. 2.44% Add +22.3% 15,387 $5.7M
Empower Advisory Group, LLC 0.02% Reduce -0.9% 15,364 $5.7M
Security Financial Services, INC. 1.13% Add +22.9% 15,322 $5.7M
HTG Investment Advisors, Inc. 2.37% Add +1.3% 15,303 $5.7M
Quadcap Wealth Management, LLC 0.82% Reduce -5.8% 15,213 $5.6M
Journey Beyond Wealth, LLC 5.23% Add +5.8% 15,099 $5.6M
Renaissance Technologies 0.01% Add +7.1% 15,000 $5.6M
Advisory Alpha, LLC 0.19% Reduce -2.1% 14,910 $5.5M
Twin Focus Capital Partners, LLC 0.86% Reduce -17.4% 14,909 $5.5M
FDx Advisors, Inc. 1.79% Reduce -6.6% 14,881 $5.5M
Brown Brothers Harriman & Co. 0.04% Reduce -1.5% 14,803 $5.5M
High Net Worth Advisory Group LLC 1.54% Add +1.9% 14,683 $5.4M
Cohen Klingenstein LLC 0.20% Add +0.1% 14,658 $5.4M
NCM Capital Management, LLC 2.43% Add +4.3% 14,596 $5.4M
Polen Capital Management LLC 0.02% Reduce -62.6% 14,589 $5.4M
Insight Advisors, LLC/ PA 0.95% Add +0.4% 14,577 $5.4M
Capital Planning Advisors, LLC 0.83% Reduce -3.4% 14,573 $5.4M
AlTi Global, Inc. 0.14% Reduce -32.1% 14,515 $5.4M
Chris Bulman Inc 3.40% Reduce -4.3% 14,513 $5.4M
Warwick Investment Management, Inc. 1.11% Add +45.5% 14,415 $5.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% Add +116.2% 14,321 $5.3M
Private Wealth Asset Management, LLC 0.76% — 14,273 $5.3M
Zhang Financial LLC 0.28% Add +40.8% 14,259 $5.3M
Marshall & Sterling Wealth Advisors Inc. 3.59% Reduce -24.5% 14,232 $5.3M
Cascades Capital Asset Management, LLC 2.90% Reduce -1.0% 14,195 $5.3M
Glass Jacobson Investment Advisors llc 1.72% No change 12,752 $5.2M
Sigma Planning Corp 0.17% Add +22.5% 14,114 $5.2M
Pandora Wealth, Inc. 3.44% — 14,103 $5.2M
Smith, Moore & Co. 0.48% Reduce -0.7% 14,078 $5.2M
Dopkins Wealth Management, LLC 2.65% Add +0.3% 14,064 $5.2M
Western Wealth Management, LLC 0.35% Reduce -12.1% 14,033 $5.2M
Worth Asset Management, LLC 2.83% Reduce -44.4% 13,961 $5.2M
GFS Advisors, LLC 1.03% No change 13,872 $5.1M
Revolve Wealth Partners, LLC 0.74% Reduce -0.4% 13,819 $5.1M
Hexagon Capital Partners LLC 0.97% Reduce -2.0% 13,794 $5.1M
Peak Retirement Planning, Inc. 2.83% Add +41.5% 13,718 $5.1M
Laraway Financial Advisors Inc 4.03% Add +15.3% 13,689 $5.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% Reduce -1.8% 13,618 $5.0M
Strategic Financial Concepts, LLC 0.94% Reduce -0.8% 13,548 $5.0M
Droms Strauss Advisors Inc. /Mo/ 1.72% Reduce -2.9% 13,546 $5.0M
Hengehold Capital Management LLC 0.48% Reduce -3.8% 13,531 $5.0M
OneAscent Financial Services LLC 0.33% Add +159.0% 13,510 $5.0M
Guardian Partners Inc. 0.52% Reduce -64.1% 13,888 $5.0M
Finward Bancorp 4.33% Reduce -2.2% 13,480 $5.0M
CGN Advisors LLC 0.49% Reduce -18.3% 13,446 $5.0M
Aspen Wealth Management LLC 1.41% Reduce -1.4% 13,424 $5.0M
Donaldson Capital Management, LLC 0.19% Add +1.0% 13,385 $5.0M
Strategic Financial Partners, Ltd. 2.61% Reduce -1.8% 13,379 $5.0M
Kavar Capital Partners Group, LLC 0.82% Add +27.0% 13,326 $4.9M
Level Four Advisory Services, LLC 0.20% Reduce -9.4% 13,323 $4.9M
Sensible Financial Planning & Management, LLC. 0.99% Add +2.4% 13,319 $4.9M
Ted Buchan & Co 2.33% Add +6.3% 13,273 $4.9M
Winthrop Capital Management, LLC 1.35% Reduce -0.1% 13,261 $4.9M
Dynamic Advisor Solutions LLC 0.16% New 13,247 $4.9M
Disciplined Investors, L.L.C. 4.42% Add +22.8% 13,207 $4.9M
Checchi Capital Advisers, LLC 0.35% Reduce -92.1% 13,198 $4.9M
Cascade Wealth Advisors, Inc 3.37% Reduce -2.4% 13,448 $4.9M
Choate Investment Advisors 0.12% Reduce -1.1% 13,136 $4.9M
Seeds Investor LLC 1.36% Add +2.6% 13,065 $4.8M
MOKAN Wealth Management Inc. 2.92% Add +15.8% 13,062 $4.8M
GTS Securities LLC 0.21% New 13,022 $4.8M
Culbertson A N & Co. Inc. 0.77% Reduce -0.8% 12,984 $4.8M
Guidance Capital, Inc. 1.46% Add +9.7% 12,279 $4.8M
Catalyst Private Wealth, LLC 2.33% Reduce -12.3% 12,885 $4.8M
Diversified Enterprises, LLC 0.40% Add +95.9% 12,756 $4.7M
Bawa N Mallick Trust 2.24% No change 12,750 $4.7M
Keybank National Association 0.02% Reduce -2.0% 12,703 $4.7M
Barrett & Company, Inc. 2.03% Add +0.9% 12,694 $4.7M
Muirfield Wealth Advisors LLC 3.97% Reduce -3.2% 12,619 $4.7M
Loomis Sayles & Co. L P 0.01% Reduce -74.1% 12,577 $4.7M
Level Financial Advisors 1.59% Add +20.8% 12,574 $4.7M
HBK Sorce Advisory LLC 0.14% Reduce -6.6% 12,557 $4.7M
Parkside Financial Bank & Trust 0.59% Add +3.1% 12,553 $4.7M
Maridea Wealth Management LLC 1.51% Reduce -36.1% 12,502 $4.6M
MSH Capital Advisors LLC 1.43% Reduce -0.3% 12,471 $4.6M
Sentinel Pension Advisors, LLC 0.85% Reduce -4.8% 12,465 $4.6M
Carnegie Investment Counsel 0.11% Reduce -6.3% 13,771 $4.6M
BCS Wealth Management 1.18% Reduce -1.3% 12,356 $4.6M
Battery Global Advisors, LLC 2.53% No change 12,241 $4.5M
LifePlan Investment Advisors, Inc. 2.60% Add +9.9% 12,190 $4.5M
Asset Allocation & Management Company, LLC 2.29% No change 12,189 $4.5M
Motiv8 Investments LLC 2.99% Reduce -5.0% 12,159 $4.5M
Centaurus Financial, Inc. 0.27% Reduce -3.0% 12,157 $4.5M
Bryn Mawr Trust Advisors, LLC 0.27% Add +0.0% 12,146 $4.5M
CPA Asset Management Group, LLC 1.98% Add +111.7% 12,129 $4.5M
Emergent Wealth Advisors, LLC 3.25% Add +5.3% 12,114 $4.5M
Fifth Third Wealth Advisors LLC 0.23% Add +4.4% 12,109 $4.5M
Composition Wealth, LLC 0.09% Add +10.8% 12,107 $4.5M
Planwiser Financial, LLC 4.05% — 11,638 $4.5M
EnRich Financial Partners LLC 1.50% Reduce -1.4% 12,026 $4.5M
Spectrum Wealth Counsel, LLC 0.53% Add +2.7% 12,003 $4.5M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.83% Add +13.2% 12,623 $4.4M
Bay Rivers Group 2.32% Reduce -2.4% 11,952 $4.4M
Aspiriant, LLC 0.15% Reduce -8.8% 11,951 $4.4M
World Investment Advisors 0.12% Reduce -14.6% 11,937 $4.4M
SageView Advisory Group, LLC 0.19% Reduce -30.8% 11,885 $4.4M
Graypoint LLC 0.27% Add +428.2% 11,879 $4.4M
Greystone Financial Group, LLC 0.80% Add +9.4% 11,822 $4.4M
Kelleher Financial Advisors 1.74% No change 11,759 $4.4M
Elevatus Welath Management 2.47% Reduce -62.2% 11,738 $4.4M
Talon Private Wealth, LLC 0.58% Add +72.9% 11,394 $4.3M
Advocacy Wealth Management, LLC 0.29% Reduce -19.1% 11,604 $4.3M
Family CFO Inc 2.36% Add +2.9% 11,589 $4.3M
FF Advisors,LLC 2.45% Reduce -0.1% 11,090 $4.3M
Roman Butler Fullerton & Co. 1.65% Reduce -0.6% 11,700 $4.2M
Diversified Trust Co. 0.10% Reduce -0.5% 11,429 $4.2M
Apella Capital, LLC 0.14% Add +327.4% 11,463 $4.2M
Gilliland Jeter Wealth Management LLC 1.49% Add +0.3% 11,347 $4.2M
Focus Financial Network, Inc. 0.17% Reduce -4.0% 11,254 $4.2M
KCM Investment Advisors LLC 0.15% Reduce -0.1% 11,249 $4.2M
Compton Wealth Advisory Group, LLC 1.15% Add +27.9% 11,141 $4.1M
Tradition Wealth Management, LLC 0.36% Reduce -0.7% 11,135 $4.1M
Maia Wealth LLC 0.94% Add +10.8% 11,376 $4.1M
Latko Wealth Management, Ltd. 2.67% Reduce -4.3% 11,109 $4.1M
Great Lakes Advisors, LLC 0.04% Reduce -14.1% 11,078 $4.1M
Leo Wealth, LLC 0.59% Reduce -45.9% 11,078 $4.1M
Avidian Wealth Enterprises, LLC 0.18% Add +1.5% 10,964 $4.1M
Evoke Wealth, LLC 0.11% Add +6.0% 10,867 $4.0M
Sage Mountain Advisors LLC 0.30% No change 10,858 $4.0M
Idaho Trust Co 1.64% Reduce -0.5% 10,844 $4.0M
Beirne Wealth Consulting Services, LLC 1.43% Add +0.1% 10,828 $4.0M
Leavell Investment Management, Inc. 0.20% Add +0.8% 10,821 $4.0M
Evercore Wealth Management, LLC 0.06% No change 10,802 $4.0M
Causey Wealth LLC 2.23% Add +7.6% 10,777 $4.0M
Blueprint Investment Partners LLC 0.73% Reduce -7.9% 10,745 $4.0M
SOA Wealth Advisors, LLC. 0.83% Reduce -1.3% 10,680 $4.0M
Caliber Wealth Management, LLC / KS 0.54% — 10,678 $4.0M
Fulcrum Capital LLC 0.87% Add +2.9% 10,626 $3.9M
Clarity Capital Advisors, LLC 2.59% Reduce -2.8% 10,620 $3.9M
Wedmont Private Capital 0.20% Reduce -2.5% 10,922 $3.9M
Alexander Labrunerie & Co., Inc. 1.72% Reduce -3.3% 10,568 $3.9M
Quest 10 Wealth Builders, Inc. 4.19% Reduce -6.0% 10,395 $3.9M
Apexium Financial, LP 0.23% Add +1.4% 10,548 $3.9M
Altiora Financial Group, LLC 0.83% No change 10,530 $3.9M
Savvy Advisors, Inc. 0.39% Add +11.9% 10,522 $3.9M
Veridan Wealth LLC 1.76% Add +4.5% 10,486 $3.9M
United Bank 0.49% No change 10,476 $3.9M
NorthRock Partners, LLC 0.13% Add +28.6% 10,419 $3.9M
Opinicus Capital, Inc. 3.41% Reduce -3.1% 10,406 $3.9M
Amundi 0.00% Reduce -50.3% 10,399 $3.9M
West Bancorporation Inc. 2.62% Add +1.4% 10,389 $3.9M
Kwmg, LLC 0.39% Reduce -0.2% 10,357 $3.8M
Valmark Advisers, Inc. 0.06% Add +14.5% 10,353 $3.8M
BridgePort Financial Solutions, LLC 1.71% Add +2.7% 10,251 $3.8M
Signal Advisors Wealth, LLC 0.37% Reduce -4.7% 10,191 $3.8M
Montag A & Associates Inc. 0.19% Add +0.2% 10,178 $3.8M
Charter Oak Capital Management, LLC 0.35% Add +4.3% 10,178 $3.8M
Nestegg Advisors, Inc. 4.01% Add +15.6% 10,176 $3.8M
NorthStar Asset Management LLC 2.36% Reduce -0.8% 10,175 $3.8M
City State Bank 1.24% Add +27.2% 10,167 $3.8M
Earned Wealth Advisors, LLC 0.83% Add +38.3% 10,158 $3.8M
Transcend Capital Advisors, LLC 0.27% Add +5.2% 10,158 $3.8M
Councilor Wealth, LLC 1.88% Add +6.5% 10,143 $3.8M
XY Planning Network, Inc. 2.51% Reduce -5.5% 10,132 $3.8M
Blue Trust, Inc. 0.05% Add +7.0% 10,067 $3.7M
American Century Companies Inc. 0.00% New 10,054 $3.7M
Hillcrest Wealth Advisors - NY, LLC 1.85% No change 10,050 $3.7M
Parsons Capital Management Inc. 0.20% Reduce -4.6% 10,032 $3.7M
WoodTrust Financial Corp 0.52% Add +6.3% 9,967 $3.7M
BlackRock, Inc. 0.00% Reduce -12.0% 9,964 $3.7M
Forte Capital LLC 0.44% Reduce -0.9% 9,958 $3.7M
Prospera Capital Management, LLC 2.38% New 9,957 $3.7M
EMC Capital Management 2.21% Reduce -5.8% 9,881 $3.7M
Institute for Wealth Management, LLC. 0.47% Reduce -6.3% 9,863 $3.7M
Pallas Capital Advisors LLC 0.15% Add +1.9% 9,854 $3.7M
Integrated Investment Consultants, LLC 0.73% Add +1.3% 9,821 $3.6M
Fort Vancouver Investment Management, LLC 2.79% Reduce -1.3% 9,814 $3.6M
Richardson Financial Services Inc. 2.76% Reduce -34.7% 9,791 $3.6M
Plante Moran Financial Advisors, LLC 0.31% Add +3.1% 9,781 $3.6M
Sutton Place Investors LLC 2.44% Add +7.0% 9,764 $3.6M
U.S. Capital Wealth Advisors, LLC 0.11% Reduce -7.6% 9,738 $3.6M
Lodestar Private Asset Management LLC 0.45% Add +1.8% 9,715 $3.6M
Stokes Family Office, LLC 0.40% Reduce -0.4% 9,672 $3.6M
Martin Worley Group 2.04% Add +32.3% 9,626 $3.6M
Davidson Trust Co. 1.69% Add +3.6% 9,570 $3.5M
Birchcreek Wealth Management, LLC 2.24% Add +9.4% 9,553 $3.5M
Stonegate Investment Group, LLC 0.09% Add +7.1% 9,488 $3.5M
Principal Securities, Inc. 0.08% No change 8,557 $3.5M
Sound View Wealth Advisors Group, LLC 0.29% Reduce -8.3% 9,451 $3.5M
Cozad Asset Management Inc. 0.35% Add +1.7% 9,387 $3.5M
Global Financial Private Client, LLC 1.33% Reduce -1.4% 9,379 $3.5M
Probity Advisors, Inc. 0.66% Reduce -1.2% 9,301 $3.4M
Nixon Peabody Trust Co. 0.29% Reduce -1.1% 9,300 $3.4M
Compass Financial Group, INC 0.65% Reduce -0.3% 9,285 $3.4M
1900 Wealth Management LLC 0.28% Add +9.9% 9,236 $3.4M
Prospect Financial Services LLC 1.89% Add +5.2% 9,201 $3.4M
St Germain D J Co. Inc. 0.16% Add +2.7% 9,120 $3.4M
Kuhn & Co Investment Counsel 2.85% Add +0.8% 9,119 $3.4M
Meeder Advisory Services, Inc. 0.20% Add +24.4% 9,108 $3.4M
Eclectic Associates Inc. 0.90% Reduce -10.9% 9,098 $3.4M
Gradient Capital Advisors, LLC 1.10% Reduce -10.5% 9,089 $3.4M
Ellevest, Inc. 0.22% Add +9.4% 9,088 $3.4M
Kelman-Lazarov, Inc. 0.61% Add +1.5% 9,078 $3.4M
RFP Financial Group LLC 1.36% Add +13.0% 9,069 $3.4M
Houlihan Financial Resource Group, Ltd. 1.51% Reduce -8.3% 9,062 $3.4M
Curi Capital, LLC 0.08% Reduce -33.1% 9,046 $3.4M
Bravias Capital Group, LLC 2.72% Reduce -2.9% 9,032 $3.3M
HHM Wealth Advisors, LLC 0.45% Add +1.3% 9,003 $3.3M
Platform Technology Partners 0.97% Add +12.3% 8,988 $3.3M
Edge Financial Advisors LLC 2.10% Add +2.0% 8,981 $3.3M
Fiducient Advisors LLC 0.42% Add +179.0% 8,972 $3.3M
KG Capital Management 1.08% Add +4.1% 8,954 $3.3M
Equitable Trust Co. 0.18% No change 8,950 $3.3M
Capital Investment Advisors, LLC 0.06% Add +2.4% 8,921 $3.3M
Arcadia Investment Advisors LLC 1.84% Reduce -0.5% 8,888 $3.3M
Aaron Wealth Advisors LLC 0.38% Reduce -0.2% 8,888 $3.3M
Center for Financial Planning, Inc. 0.42% Add +6.2% 8,850 $3.3M
Riggs Asset Managment Co. Inc. 0.92% Reduce -13.3% 8,725 $3.2M
Magnolia Capital Advisors LLC 0.88% Reduce -69.3% 8,704 $3.2M
Dorsey & Whitney Trust CO LLC 0.19% Reduce -3.1% 8,663 $3.2M
National Philanthropic Trust 0.05% Reduce -3.9% 8,577 $3.2M
Compass Capital Corp. /Ma/ 1.66% Reduce -23.2% 9,039 $3.2M
Strategic Family Wealth Counselors, L.L.C. 1.03% Add +1.3% 8,565 $3.2M
Sax Wealth Advisors, LLC 0.23% Add +56.1% 8,565 $3.2M
Raab & Moskowitz Asset Management LLC 0.80% Reduce -3.3% 8,555 $3.2M
American Capital Advisory, LLC 1.70% Add +10.9% 8,519 $3.2M
Vantagepoint Investment Advisers LLC 0.36% No change 8,500 $3.2M
Madison Wealth Partners, Inc 0.78% Add +2.9% 8,488 $3.1M
Grandview Asset Management LLC 1.19% Add +2.4% 8,470 $3.1M
Covington Investment Advisors Inc. 0.49% Add +5.0% 8,467 $3.1M
Financial Alternatives, Inc 2.20% Reduce -0.2% 8,319 $3.1M
Aspen Grove Capital, LLC 0.59% Reduce -3.7% 8,310 $3.1M
SKY-Mountain Capital Management, Inc. 2.61% — 8,302 $3.1M
Pacific Financial Group Inc. 2.48% Reduce -2.5% 8,277 $3.1M
Keebeck Wealth Management 0.45% Add +2.6% 8,274 $3.1M
Walter & Keenan Wealth Management LLC /in/ 0.92% Reduce -30.2% 8,256 $3.1M
Keel Point, LLC 0.24% Add +7.3% 8,240 $3.1M
Moors & Cabot, Inc. 0.15% Reduce -12.5% 8,237 $3.1M
Plancorp, LLC 0.12% Add +31.5% 8,236 $3.1M
Outlook Wealth Advisors, LLC 0.85% Add +0.4% 8,221 $3.0M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -0.7% 8,193 $3.0M
RVW Wealth, LLC 0.29% Reduce -2.5% 8,184 $3.0M
Forum Private Client Group LLC 1.32% Reduce -0.4% 8,177 $3.0M
Ashton Thomas Securities, LLC 0.84% Add +0.9% 8,131 $3.0M
Benjamin Edwards Inc. 0.04% Add +25.4% 8,119 $3.0M
Kingswood Wealth Advisors, LLC 0.27% Reduce -0.8% 8,072 $3.0M
Panoramic Investment Advisors, LLC 2.02% Add +1.7% 8,053 $3.0M
Apeiron RIA LLC 0.90% Add +0.6% 8,049 $3.0M
KMG Fiduciary Partners, LLC 0.25% Add +6.5% 8,039 $3.0M
Southland Equity Partners LLC 0.69% Add +0.7% 8,034 $3.0M
Madison Asset Management, LLC 0.03% Add +16.5% 8,031 $3.0M
Reynders McVeigh Capital Management, LLC 0.17% Add +0.1% 7,968 $3.0M
Coastline Trust Co 0.37% No change 7,950 $2.9M
Hanover Advisors Inc. 1.27% Reduce -0.5% 7,908 $2.9M
Integrated Advisors Network LLC 0.15% Reduce -6.7% 7,818 $2.9M
Aureus Asset Management, LLC 0.20% No change 7,808 $2.9M
Rothschild Investment LLC 0.19% Reduce -0.5% 7,794 $2.9M
Canvas Wealth Advisors, LLC 0.74% Add +7.2% 8,218 $2.9M
RCS Financial Planning, LLC 1.52% Reduce -0.4% 7,754 $2.9M
Advisor OS, LLC 0.33% Add +0.9% 7,740 $2.9M
WESPAC Advisors SoCal, LLC 0.75% Reduce -22.7% 7,716 $2.9M
Wilson & Boucher Capital Management, LLC 2.13% Reduce -0.3% 7,700 $2.9M
Summit Wealth Partners, LLC 0.57% Add +52.0% 7,582 $2.8M
Advance Capital Management, Inc. 0.13% Reduce -2.7% 7,568 $2.8M
Cassaday & Co Wealth Management LLC 0.08% Add +1.6% 7,558 $2.8M
Daymark Wealth Partners, LLC 0.12% Reduce -25.1% 7,524 $2.8M
Smithfield Trust Co 0.14% Reduce -14.8% 7,483 $2.8M
Evermay Wealth Management LLC 0.36% No change 7,459 $2.8M
MJP Associates Inc. 0.50% Add +7.0% 7,441 $2.8M
Accurate Wealth Management, LLC 0.53% Reduce -6.1% 7,654 $2.8M
Thoroughbred Financial Services, LLC 0.17% Add +9.1% 7,416 $2.8M
Guyasuta Investment Advisors Inc. 0.18% Reduce -18.2% 7,405 $2.7M
L. Roy Papp & Associates, LLP 0.33% Reduce -0.2% 7,356 $2.7M
Red Wave Investments LLC 0.98% Reduce -5.9% 7,347 $2.7M
Mezzasalma Advisors, LLC 0.94% Add +13.9% 7,310 $2.7M
Chilton Investment Co. Inc. 0.07% New 7,309 $2.7M
Financial Advocates Investment Management 0.19% Reduce -83.3% 7,278 $2.7M
Global Wealth Management Investment Advisory, Inc. 0.54% Reduce -0.8% 7,254 $2.7M
Jennison Associates LLC 0.00% Reduce -40.2% 7,244 $2.7M
Forum Financial Management, LP 0.04% Add +3.5% 7,235 $2.7M
ArchPoint Investors 0.88% No change 7,220 $2.7M
GHP Investment Advisors, Inc. 0.13% Reduce -2.8% 7,193 $2.7M
Stonebridge Financial Planning Group, LLC 1.21% Add +4.6% 7,165 $2.7M
PAX Financial Group, LLC 0.47% Add +31.2% 7,139 $2.6M
Chicago Capital, LLC 0.07% No change 7,052 $2.6M
Clear Creek Financial Management, LLC 0.27% Reduce -10.1% 7,049 $2.6M
EWG Elevate Inc. 0.99% Add +842.7% 7,042 $2.6M
MV Capital Management, Inc. 0.28% Add +37.4% 7,040 $2.6M
ORG Partners LLC 0.66% Reduce -28.0% 6,945 $2.6M
Flputnam Investment Management Co. 0.05% Add +25.1% 7,007 $2.6M
Fjell Capital, LLC 2.63% Add +9.4% 7,006 $2.6M
PGIM Custom Harvest LLC 0.06% Add +2.7% 7,005 $2.6M
Hoge Financial Services, LLC 1.81% Reduce -6.4% 6,996 $2.6M
Sharpepoint LLC 2.26% Add +1.2% 6,822 $2.6M
PFG Investments, LLC 0.17% Add +3.4% 6,960 $2.6M
ProVise Management Group, LLC 0.22% Add +2.0% 6,938 $2.6M
Continuum Advisory, LLC 0.33% Add +4.7% 6,931 $2.6M
KFA Private Wealth Group, LLC 0.89% Add +20.1% 6,869 $2.5M
UNIVEST FINANCIAL Corp 0.17% Reduce -0.8% 6,848 $2.5M
Axxcess Wealth Management, LLC 0.07% Add +4.7% 6,840 $2.5M
Greenleaf Trust 0.02% Reduce -2.7% 6,836 $2.5M
Fortis Group Advisors, LLC 0.49% Add +15.2% 6,807 $2.5M
Axis Wealth Partners, LLC 1.84% Add +1.9% 6,705 $2.5M
Fisher Asset Management 0.00% Reduce -6.0% 6,702 $2.5M
Arkos Global Advisors 0.36% Reduce -7.0% 6,699 $2.5M
Covenant Asset Management, LLC 0.62% Add +17.0% 6,676 $2.5M
Fenimore Asset Management Inc 0.05% No change 6,581 $2.4M
Caldwell Trust Co 0.26% Reduce -0.5% 6,579 $2.4M
Balyasny Asset Management L.P. 0.01% New 6,570 $2.4M
Ciovacco Capital Management LLC 1.70% Reduce -1.8% 6,538 $2.4M
Westbourne Investments, Inc. 1.47% Reduce -4.3% 6,532 $2.4M
Accretive Wealth Partners, LLC 0.85% Add +11.4% 6,301 $2.4M
Invst, LLC 0.33% Reduce -4.8% 6,512 $2.4M
Davis R M Inc. 0.05% Add +10.5% 6,509 $2.4M
Sagace Wealth Management LLC 1.82% Add +18.5% 6,497 $2.4M
Kaydan Wealth Management, Inc. 0.77% Add +5.2% 6,491 $2.4M
Stone Summit Wealth LLC 0.81% Add +6.6% 6,443 $2.4M
Peapack Gladstone Financial Corp. 0.04% Reduce -1.9% 6,430 $2.4M
Ancora Advisors LLC 0.05% Reduce -0.8% 6,395 $2.4M
Ballentine Partners, LLC 0.04% Add +0.0% 6,388 $2.4M
Geometric Wealth Advisors 0.40% Add +21.6% 6,387 $2.4M
United Advisor Group, LLC 0.49% Reduce -8.6% 6,386 $2.4M
Gallagher Capital Advisors, LLC 1.80% Reduce -2.6% 6,358 $2.4M
Ade, LLC 1.36% Reduce -3.2% 6,346 $2.4M
American Institute for Advanced Investment Management, LLP 1.79% Add +4.7% 6,336 $2.3M
Compass Ion Advisors, LLC 0.28% Reduce -5.0% 6,334 $2.3M
Rockwood Wealth Management, LLC 0.24% Reduce -0.9% 6,329 $2.3M
Pinnacle Associates Ltd. 0.03% Add +5.6% 6,323 $2.3M
Bartlett & Co. Wealth Management LLC 0.03% Reduce -1.1% 6,319 $2.3M
Columbia Asset Management 0.48% Add +0.1% 6,313 $2.3M
North Star Asset Management Inc. 0.11% Add +0.1% 6,295 $2.3M
FineMark National Bank & Trust 0.09% Add +43.8% 6,281 $2.3M
Obsidian Personal Planning Solutions LLC 1.04% Reduce -2.6% 6,134 $2.3M
First County Bank 1.28% Reduce -71.2% 6,252 $2.3M
McAdam, LLC 0.14% Reduce -4.0% 6,190 $2.3M
CBM Financial, LLC 1.86% — 5,549 $2.3M
Argent Trust Co 0.09% Add +3.3% 6,177 $2.3M
Spectrum Asset Management, Inc. (NB/CA) 1.01% Reduce -17.4% 6,137 $2.3M
VestGen Investment Management 1.72% Reduce -88.7% 6,133 $2.3M
Adirondack Trust Co. 0.89% Add +28.2% 6,125 $2.3M
Silver Lake Advisory, LLC 0.99% Add +1.4% 6,124 $2.3M
Simplicity Wealth,LLC 0.18% Add +218.9% 6,114 $2.3M
Carl P. Sherr & Co., LLC 1.23% Add +5.6% 6,078 $2.3M
DT Investment Partners, LLC 0.22% Add +24.3% 6,073 $2.3M
Stephens Consulting, LLC 0.56% Add +22.1% 6,041 $2.2M
Anchor Investment Management, LLC 0.21% Add +6.8% 6,022 $2.2M
Summit Investment Advisory Services, LLC 1.09% Reduce -2.5% 6,002 $2.2M
WBH Advisory Inc. 0.21% Reduce -11.3% 6,001 $2.2M
Jordan Park Group LLC 0.16% No change 6,000 $2.2M
Wealth Effects LLC 0.93% Add +0.7% 5,997 $2.2M
Ewa, LLC 0.82% Reduce -5.1% 5,973 $2.2M
Barnes Pettey Financial Advisors, LLC 1.72% Add +21.8% 5,962 $2.2M
Tidal Investments LLC 0.02% Add +5.6% 5,946 $2.2M
Sunburst Financial Group, LLC 0.54% Add +0.3% 5,929 $2.2M
Blue Zone Wealth Advisors, LLC 0.61% Reduce -1.9% 5,923 $2.2M
REDW Wealth LLC 0.81% Add +30.0% 5,904 $2.2M
Main Street Financial Solutions, LLC 0.19% Add +17.4% 5,901 $2.2M
Trinity Financial Advisors LLC 0.79% Add +10.9% 6,153 $2.2M
Good Life Advisors, LLC 0.15% Add +6.3% 5,884 $2.2M
Jackson Hole Capital Partners, LLC 0.43% No change 5,865 $2.2M
Ibex Wealth Advisors 0.29% Reduce -5.9% 5,858 $2.2M
RS Crum Inc. 0.58% Reduce -1.4% 5,855 $2.2M
Salem Investment Counselors Inc. 0.08% Add +1.3% 5,847 $2.2M
MilWealth Group LLC 0.60% Reduce -0.2% 5,835 $2.2M
Wealth Preservation Advisors, LLC 1.55% — 5,835 $2.2M
IPG Investment Advisors LLC 0.49% Reduce -3.2% 5,799 $2.2M
TFB Advisors LLC 0.62% Reduce -0.7% 5,777 $2.1M
Moseley Investment Management Inc. 0.83% Add +23.9% 5,749 $2.1M
Triangle Securities Wealth Management 0.55% Add +7.1% 5,740 $2.1M
Bridges Investment Management Inc. 0.03% Add +2.3% 5,720 $2.1M
Olde Wealth Management, LLC 0.75% Reduce -2.3% 5,720 $2.1M
Smith Salley Wealth Management 0.14% Reduce -5.1% 5,686 $2.1M
Park Square Financial Group, LLC 1.67% Add +0.4% 5,666 $2.1M
Evanson Asset Management, LLC 0.15% Add +1.4% 5,661 $2.1M
Quadrant Private Wealth Management, LLC 0.52% Reduce -0.1% 5,655 $2.1M
BKM Wealth Management, LLC 0.86% Add +3.7% 5,652 $2.1M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.35% Add +453.2% 5,632 $2.1M
Whittier Trust Co. 0.03% Add +7.8% 5,595 $2.1M
Independent Wealth Network Inc. 0.83% Add +1.2% 5,576 $2.1M
Evergreen Wealth Management, LLC 1.23% Reduce -2.2% 5,576 $2.1M
First Trust Advisors LP 0.00% Reduce -5.1% 5,551 $2.1M
Allen Investment Management, LLC 0.02% Add +2.8% 5,539 $2.1M
Citadel Advisors 0.00% Reduce -82.7% 5,531 $2.1M
Retirement Income Solutions, Inc. 0.43% No change 5,521 $2.0M
Paragon Private Wealth Management, LLC 0.95% Reduce -19.6% 5,511 $2.0M
Bowman & Co S.C. 1.01% Reduce -12.3% 5,508 $2.0M
Y-Intercept (Hong Kong) Ltd 0.14% Add +228.0% 5,504 $2.0M
Ironwood Financial, llc 0.44% Add +285.8% 5,486 $2.0M
Bridgewater Advisors Inc. 0.18% New 5,368 $2.0M
Marco Investment Management LLC 0.19% Reduce -0.9% 5,449 $2.0M
SigFig Wealth Management, LLC 0.07% Reduce -7.3% 5,450 $2.0M
Binnacle Investments Inc 1.47% — 5,423 $2.0M
RoundAngle Advisors LLC 1.85% Add +8.0% 5,418 $2.0M
Occidental Asset Management, LLC 0.30% Reduce -0.8% 5,377 $2.0M
Nicolet Bankshares Inc. 0.40% No change 5,374 $2.0M
Belpointe Asset Management LLC 0.10% Reduce -9.4% 5,358 $2.0M
Certuity, LLC 0.21% Reduce -8.1% 5,354 $2.0M
ICONIQ Capital, LLC 0.04% Add +29.1% 5,349 $2.0M
SFG Wealth Management, LLC. 0.97% Add +244.3% 5,336 $2.0M
Lion Street Advisors, LLC 0.63% Reduce -0.7% 5,335 $2.0M
Truefg, LLC 0.65% Reduce -2.6% 5,321 $2.0M
May Hill Capital, LLC 0.74% Add +7.3% 5,304 $2.0M
JT Stratford LLC 0.35% Reduce -17.0% 5,300 $2.0M
Old National Bancorp 0.05% Add +1.1% 5,299 $2.0M
Wiser Advisor Group LLC 2.90% Reduce -9.4% 5,289 $2.0M
Barnes Wealth Management Group, Inc 1.25% Reduce -6.9% 5,261 $2.0M
Carolinas Wealth Consulting LLC 0.42% Add +0.5% 5,259 $2.0M
West Financial Advisors, LLC 0.37% Reduce -4.4% 5,231 $1.9M
Crestwood Advisors Group, LLC 0.04% Add +0.5% 5,217 $1.9M
Pinnacle Bancorp, Inc. 0.63% Add +2.3% 5,207 $1.9M
Embree Financial Group 0.32% Add +35.3% 5,199 $1.9M
Marks Group Wealth Management, Inc 0.18% Reduce -0.8% 5,168 $1.9M
Freedom Investment Management, Inc. 0.16% Add +41.2% 5,161 $1.9M
Legacy Financial Group LLC 0.29% Reduce -9.3% 5,160 $1.9M
Patten & Patten Inc. 0.13% Add +1.7% 5,156 $1.9M
Hickory Asset Management, Inc. 1.70% Reduce -1.3% 5,147 $1.9M
Sunbelt Securities, Inc. 0.17% Add +12.8% 5,118 $1.9M
Bordeaux Wealth Advisors LLC 0.35% Reduce -0.1% 5,110 $1.9M
Greenhouse Wealth Management, LLC 1.42% Add +0.1% 5,106 $1.9M
Wick Capital Partners, LLC 0.56% Reduce -1.4% 5,096 $1.9M
K2 Financial Inc. 1.85% Reduce -6.5% 5,516 $1.9M
Silver Oak Securities, Incorporated 0.18% Reduce -43.8% 5,094 $1.9M
SteelPeak Wealth, LLC 0.08% Add +4.7% 5,059 $1.9M
KPP Advisory Services LLC 0.35% Add +164.7% 5,027 $1.9M
Investor's Fiduciary Advisor Network, LLC 0.88% Reduce -6.0% 5,020 $1.9M
Prepared Retirement Institute LLC 1.19% Reduce -15.4% 5,017 $1.9M
Wealthstream Advisors, Inc. 0.35% No change 4,990 $1.9M
Kane Investment Management, Inc. 0.89% Reduce -17.4% 4,990 $1.9M
Ascentis Independent Advisors 0.37% Add +89.7% 4,984 $1.8M
Rossmore Private Capital 0.23% Add +0.2% 4,983 $1.8M
Fulton Bank, N.A. 0.07% No change 4,973 $1.8M
SwitchPoint Financial Planning, LLC 1.74% No change 4,954 $1.8M
Sabal Trust CO 0.10% Reduce -1.7% 4,928 $1.8M
Iron Gate Global Advisors LLC 0.25% Add +5.2% 4,928 $1.8M
Wealth Watch Advisors, INC 1.48% Add +4.3% 4,919 $1.8M
Foguth Wealth Management, LLC. 0.44% Reduce -4.8% 4,918 $1.8M
World Equity Group, Inc. 0.52% Reduce -47.9% 4,916 $1.8M
Powell Investment Advisors, LLC 0.90% Add +0.0% 4,915 $1.8M
Hanson & Doremus Investment Management 0.27% Reduce -0.2% 4,901 $1.8M
Next Capital Management LLC 0.87% Reduce -22.4% 4,894 $1.8M
Vantage Financial Partners, LLC 0.45% Reduce -2.1% 4,874 $1.8M
Diversify Advisory Services, LLC 0.11% Reduce -5.1% 4,764 $1.8M
Community Bank of Raymore 1.46% Add +104.0% 4,858 $1.8M
Insigneo Advisory Services, LLC 0.18% Reduce -25.5% 4,820 $1.8M
Wingate Wealth Advisors, Inc. 2.06% Add +14.4% 4,817 $1.8M
BXM Wealth LLC 2.14% No change 4,794 $1.8M
Kestra Investment Management, LLC 0.03% Add +22.2% 4,793 $1.8M
Norris Perne & French LLP 0.13% Reduce -64.1% 4,778 $1.8M
Busey Bank 0.06% Reduce -0.5% 4,772 $1.8M
Estate Counselors, LLC 0.18% Reduce -75.2% 4,754 $1.8M
Private Trust Co. NA 0.18% Add +13.0% 4,738 $1.8M
Bedel Financial Consulting, Inc. 0.25% Add +1.2% 4,578 $1.8M
Maripau Wealth Management LLC 1.01% Reduce -15.5% 4,730 $1.8M
Harbour Capital Advisors, LLC 0.43% No change 4,927 $1.8M
Cibc World Market Inc. 0.00% Add +13.0% 4,723 $1.8M
Graves Light Lenhart Wealth, Inc. 0.21% Reduce -0.4% 4,694 $1.7M
Legacy Capital Wealth Partners, LLC 0.43% Add +3.2% 4,690 $1.7M
Strategic Advocates LLC 0.60% Reduce -1.4% 4,672 $1.7M
SeaCrest Wealth Management, LLC 0.20% Reduce -8.7% 4,649 $1.7M
Tradewinds, LLC. 0.49% Reduce -5.8% 4,638 $1.7M
J Hagan Capital, Inc. 1.39% — 4,157 $1.7M
Key Financial Inc 0.37% Add +0.9% 4,581 $1.7M
Taylor Hoffman Capital Management LLC 0.63% Reduce -4.1% 4,533 $1.7M
Avant Capital LLC 1.41% Reduce -0.1% 4,557 $1.7M
Marquette Asset Management, LLC 0.30% Reduce -5.0% 4,554 $1.7M
Soltis Investment Advisors LLC 0.15% No change 4,554 $1.7M
Acas, LLC 1.28% Reduce -11.7% 4,392 $1.7M
Synergy Asset Management, LLC 0.21% Reduce -46.5% 4,534 $1.7M
Asset Dedication, LLC 0.14% Reduce -4.9% 4,528 $1.7M
Founders Financial Alliance, LLC 0.41% Add +16.4% 4,527 $1.7M
Clarendon Private LLC 1.77% No change 4,517 $1.7M
Motco 0.18% Reduce -38.0% 4,504 $1.7M
Del-Sette Capital Management, LLC 1.31% Reduce -36.6% 4,498 $1.7M
Rollins Financial Advisors, LLC 0.29% Reduce -0.1% 4,459 $1.7M
Staley Capital Advisers Inc. 0.07% Reduce -2.5% 4,459 $1.7M
Larson Financial Group LLC 0.08% Add +122.5% 4,431 $1.6M
LifeSteps Financial, Inc. 1.33% Reduce -12.7% 4,408 $1.6M
Annex Advisory Services, LLC 0.05% Reduce -11.5% 4,407 $1.6M
GWN Securities Inc. 0.09% Add +279.4% 4,200 $1.6M
Mission Creek Capital Partners, Inc. 0.40% Reduce -0.4% 4,395 $1.6M
Ingalls & Snyder LLC 0.05% No change 4,392 $1.6M
Spinnaker Investment Group, LLC 0.37% Reduce -2.7% 4,382 $1.6M
IFC Advisors LLC 0.34% Reduce -5.5% 4,370 $1.6M
Trilogy Capital Inc. 0.09% Reduce -0.9% 4,369 $1.6M
Heritage Financial Services, LLC 0.16% Reduce -1.0% 4,367 $1.6M
CRA Financial Services, LLC 0.28% Reduce -3.6% 4,361 $1.6M
Retirement Planning Co of New England, Inc. 0.80% Add +6.5% 4,324 $1.6M
Dunhill Financial, LLC 0.73% Add +1967.9% 4,322 $1.6M
Sagespring Wealth Partners, LLC 0.04% Add +6.4% 4,316 $1.6M
Advisor Resource Council 0.13% Add +202.7% 4,374 $1.6M
Stonebrook Private Inc. 0.42% Reduce -1.6% 4,314 $1.6M
Silver Coast Investments LLC 0.61% Add +29.7% 4,308 $1.6M
Coppell Advisory Solutions LLC 0.22% Reduce -10.9% 4,197 $1.6M
Orin Green Financial, LLC 0.75% New 4,636 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.45% Reduce -50.5% 4,251 $1.6M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -0.4% 4,243 $1.6M
Medallion Wealth Advisors, LLC 0.71% Add +33.5% 4,204 $1.6M
CWA Asset Management Group, LLC 0.07% Add +2.0% 4,200 $1.6M
Fusion Family Wealth, LLC 0.14% No change 4,194 $1.6M
NorthLanding Financial Partners, LLC 1.52% Reduce -1.3% 4,188 $1.6M
Clark Capital Management Group, Inc. 0.01% Add +5.8% 4,186 $1.6M
Strait & Sound Wealth Management LLC 0.72% Add +0.1% 4,157 $1.5M
Goldstein Advisors, LLC 0.23% Add +3.9% 4,155 $1.5M
Tyler-Stone Wealth Management 0.28% No change 4,148 $1.5M
Boyd Wealth Management, LLC 0.76% No change 4,132 $1.5M
Absolute Capital Management, LLC 0.88% Add +3.5% 4,126 $1.5M
Ferguson Wellman Capital Management, Inc. 0.03% Add +11.7% 4,112 $1.5M
Lane & Associates LLC 0.82% Add +7.0% 4,107 $1.5M
Saiph Capital, LLC 0.73% Add +2.9% 4,100 $1.5M
Alta Wealth Advisors LLC 0.70% No change 4,099 $1.5M
Burney Co./ 0.06% Add +10.1% 4,091 $1.5M
Providence Capital Advisors, LLC 0.31% No change 4,074 $1.5M
SkyOak Wealth, LLC 0.33% Reduce -0.6% 4,069 $1.5M
Park Place Capital Corp 0.41% Reduce -0.6% 4,061 $1.5M
Camelot Portfolios, LLC 0.93% Add +17.8% 4,041 $1.5M
First Manhattan Co. Llc. 0.00% Add +22.1% 4,032 $1.5M
Vertex Planning Partners, LLC 0.33% Add +7.5% 4,028 $1.5M
Sfm, LLC 1.10% Add +7.3% 4,019 $1.5M
Icon Wealth Advisors, LLC 0.12% Reduce -5.6% 4,012 $1.5M
TD Waterhouse Canada Inc. 0.01% Reduce -31.1% 3,978 $1.5M
North Ridge Wealth Advisors, Inc. 0.99% No change 4,000 $1.5M
Tandem Capital Management Corp. 0.83% Add +2.6% 3,994 $1.5M
Oakworth Capital, Inc. 0.10% No change 3,994 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +169.4% 3,993 $1.5M
Crux Wealth Advisors 0.77% Reduce -1.0% 3,980 $1.5M
Detalus Advisors, LLC 0.46% Add +29.2% 3,979 $1.5M
Investments & Financial Planning, LLC 0.96% Reduce -1.3% 3,975 $1.5M
Southern Capital Advisors, LLC 0.82% Add +0.1% 3,972 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +7.2% 3,967 $1.5M
Security National Bank of So Dak 0.83% Add +3.9% 3,966 $1.5M
Breakwater Capital Group 0.26% Add +25.6% 3,960 $1.5M
Newman Dignan & Sheerar, Inc. 0.40% Reduce -4.1% 3,955 $1.5M
Country Club Bank 0.10% Add +1.5% 3,947 $1.5M
Tounjian Advisory Partners, LLC 0.27% — 3,928 $1.5M
Lantz Financial LLC 0.40% Reduce -0.1% 3,915 $1.5M
Primoris Wealth Advisors, LLC 1.12% Add +14.2% 3,890 $1.4M
Accel Wealth Management 0.52% Reduce -0.2% 3,901 $1.4M
Allegheny Financial Group 0.37% Reduce -10.2% 3,888 $1.4M
Fort Sheridan Advisors LLC 0.22% Add +4.6% 3,881 $1.4M
Retirement Guys Formula LLC 0.71% Add +205.3% 4,268 $1.4M
Asset Management Group, Inc. 0.27% Reduce -2.3% 3,873 $1.4M
Next Level Private LLC 0.54% Add +2.3% 3,873 $1.4M
Kearns & Associates LLC 0.93% Add +54.2% 3,870 $1.4M
Optima Capital LLC 0.91% Reduce -12.1% 3,856 $1.4M
Yelin Lapidot Holdings Management Ltd. 0.27% No change 3,835 $1.4M
Glenview Trust Co 0.03% Add +5.1% 3,803 $1.4M
Robinson Smith Wealth Advisors LLC 1.18% Reduce -35.2% 3,802 $1.4M
Walkner Condon Financial Advisors LLC 0.28% Reduce -1.7% 3,798 $1.4M
Whitaker-Myers Wealth Managers, LTD. 0.39% Reduce -6.7% 3,780 $1.4M
KilterHowling LLC 0.90% Add +0.1% 3,602 $1.4M
Park National Corp. 0.05% Reduce -21.1% 3,761 $1.4M
LaFleur & Godfrey LLC 0.19% Add +0.7% 3,760 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.43% Add +264.3% 3,760 $1.4M
Grange Capital, LLC 1.63% Reduce -9.2% 3,760 $1.4M
SK Wealth Management, LLC 0.74% Add +7.9% 4,048 $1.4M
Norden Group LLC 0.16% Add +161.3% 3,732 $1.4M
Capital Management Associates, Inc 0.31% Add +10.3% 3,718 $1.4M
Holos Integrated Wealth LLC 0.90% Reduce -7.4% 3,708 $1.4M
Twin Lakes Capital Management, LLC 0.92% Add +0.1% 3,683 $1.4M
GAMMA Investing LLC 0.10% Add +24.9% 3,679 $1.4M
Lifeworks Advisors, LLC 0.23% Add +40.1% 3,678 $1.4M
Jaffetilchin Investment Partners, LLC 0.10% Add +45.0% 3,676 $1.4M
Freestone Capital Holdings, LLC 0.05% Reduce -11.7% 3,658 $1.4M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -2.0% 3,650 $1.4M
Advocate Group LLC 0.25% No change 3,649 $1.4M
Provenance Wealth Advisors, LLC 0.19% No change 3,641 $1.4M
Easterly Investment Partners LLC 0.11% Reduce -35.3% 3,633 $1.3M
Pecaut & Co. 0.46% Reduce -4.4% 3,606 $1.3M
Aua Capital Management, LLC 0.87% Reduce -3.7% 3,593 $1.3M
Ruggaard & Associates LLC 0.58% Reduce -0.7% 3,587 $1.3M
Westmount Partners, LLC 0.40% Add +8.6% 3,578 $1.3M
Cherry Tree Wealth Management, LLC 0.32% Reduce -2.4% 3,560 $1.3M
Cornerstone Advisors Asset Management, LLC 0.27% Add +87.7% 3,543 $1.3M
Cedar Mountain Advisors, LLC 0.29% Reduce -9.6% 3,543 $1.3M
Independent Advisor Alliance 0.04% Reduce -95.9% 3,542 $1.3M
360 Financial, Inc. 0.47% Reduce -14.7% 3,534 $1.3M
Meritage Portfolio Management 0.09% Reduce -2.6% 3,532 $1.3M
WESPAC Advisors, LLC 1.07% Reduce -39.8% 3,529 $1.3M
Rockbridge Investment Management, LCC 0.15% Add +2.2% 3,510 $1.3M
WealthCare Investment Partners, LLC 0.55% Add +14.9% 3,787 $1.3M
Northwest Bancshares, Inc. 0.24% Reduce -0.9% 3,494 $1.3M
Baring Financial LLC 1.09% Reduce -4.9% 3,488 $1.3M
Intrua Financial, LLC 0.20% Reduce -40.9% 3,473 $1.3M
Americana Partners, LLC 0.05% Add +10.6% 3,439 $1.3M
T. Rowe Price Associates Inc. 0.00% No change 3,426 $1.3M
SPC Financial, Inc. 0.11% Reduce -1.8% 3,425 $1.3M
Eldridge Investment Advisors, Inc. 0.29% Add +3.8% 3,417 $1.3M
Atlas Legacy Advisors, LLC 0.32% Reduce -38.3% 3,399 $1.3M
Chapin Davis, Inc. 0.43% Add +5.2% 3,394 $1.3M
Bank of New Hampshire 0.33% Add +8.2% 3,393 $1.3M
Harbor Group, Inc. 0.25% Reduce -1.9% 3,392 $1.3M
First National Bank Sioux Falls 0.51% No change 3,388 $1.3M
Alpha Cubed Investments, LLC 0.06% Reduce -2.6% 3,379 $1.3M
Mayflower Financial Advisors, LLC 0.19% Add +12.7% 3,375 $1.3M
Noesis Capital Mangement Corp. 0.25% Add +6.5% 3,368 $1.2M
Canandaigua National Bank & Trust Co. 0.12% Reduce -1.1% 3,362 $1.2M
Cosner Financial Group, LLC 0.76% Add +37.1% 3,354 $1.2M
Boston Trust Walden Corp 0.01% No change 3,334 $1.2M
Tectonic Advisors LLC 0.08% Reduce -14.5% 3,332 $1.2M
LRI Investments, LLC 0.12% No change 3,319 $1.2M
Madden Advisory Services, Inc. 0.57% Add +8.4% 3,312 $1.2M
Verus Capital Partners, LLC 0.12% Add +10.4% 3,305 $1.2M
Dana Investment Advisors, Inc. 0.04% Reduce -16.4% 3,300 $1.2M
Journey Advisory Group, LLC 0.10% Reduce -42.9% 3,297 $1.2M
International Assets Investment Management, LLC 0.11% Reduce -16.1% 3,296 $1.2M
Foster Victor Wealth Advisors, LLC 0.10% Reduce -5.3% 3,390 $1.2M
New England Private Wealth Advisors LLC 0.19% Add +0.1% 3,291 $1.2M
Breakwater Investment Management 0.52% Add +5.7% 3,284 $1.2M
Creekmur Asset Management LLC 0.26% Add +2.6% 3,283 $1.2M
Arq Wealth Advisors, LLC 0.45% Reduce -12.8% 3,270 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -0.9% 3,255 $1.2M
RWQ Financial Management Services, Inc. 0.80% New 3,254 $1.2M
AAFMAA Wealth Management & Trust LLC 0.55% Reduce -81.2% 3,254 $1.2M
Wealth Architects, LLC 0.13% No change 3,245 $1.2M
Summit Financial Strategies, Inc. 0.12% Reduce -0.0% 3,221 $1.2M
Three Magnolias Financial Advisors, LLC 1.01% Add +45.2% 3,207 $1.2M
Compass Advisory Group LLC 0.41% Add +1.6% 3,202 $1.2M
Whipplewood Advisors, LLC 0.70% Add +98.3% 6,317 $1.2M
Lincoln Capital LLC 0.25% Add +15.6% 3,373 $1.2M
First Citizens Bank & Trust Co. 0.03% Reduce -17.6% 3,193 $1.2M
Operose Advisors LLC 0.39% No change 3,178 $1.2M
Nautilus Advisors LLC 0.97% Reduce -1.9% 3,165 $1.2M
Confluence Wealth Services, Inc. 0.07% Add +203.7% 3,246 $1.2M
G&S Capital LLC 0.50% Add +168.1% 3,148 $1.2M
Curtis Advisory Group, LLC 0.34% Reduce -2.3% 3,137 $1.2M
Independence Bank of Kentucky 0.18% Reduce -1.5% 3,136 $1.2M
Graney & King, LLC 0.86% Reduce -11.1% 3,132 $1.2M
Cooper Financial Group 0.15% Reduce -0.2% 3,127 $1.2M
Jeppson Wealth Management, LLC 0.42% Reduce -20.2% 3,112 $1.2M
Beacon Financial Advisory LLC 0.35% Add +19.2% 3,090 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -24.6% 3,088 $1.1M
Patriot Investment Management Group, Inc. 0.09% Reduce -8.5% 3,086 $1.1M
Matrix Asset Advisors Inc. 0.13% Reduce -2.1% 3,069 $1.1M
Winslow Capital Management, LLC 0.00% Reduce -82.0% 3,068 $1.1M
Fielder Capital Group LLC 0.33% No change 3,067 $1.1M
CVA Family Office, LLC 0.17% Add +3.3% 3,067 $1.1M
Goepper Burkhardt LLC 0.45% Add +195.9% 3,057 $1.1M
Hoxton Planning & Management, LLC 0.43% Reduce -4.0% 3,043 $1.1M
Tsfg, LLC 0.23% Reduce -2.1% 3,038 $1.1M
Kitching Partners, LLC 1.30% Add +100.5% 3,029 $1.1M
Mb, Levis & Associates, LLC 0.52% Add +0.1% 3,009 $1.1M
Solstein Capital, LLC 0.65% No change 3,008 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -20.7% 3,000 $1.1M
Deutsche Bank AG 0.00% No change 2,999 $1.1M
Delta Capital Management LLC 0.65% No change 3,000 $1.1M
Oxford Financial Group, LTD. LLC 0.08% Add +5.0% 2,993 $1.1M
Bull Oak Capital, LLC 0.60% Reduce -0.1% 2,981 $1.1M
Arrow Investment Advisors, LLC 1.17% Reduce -12.4% 2,976 $1.1M
Cohen Investment Advisors LLC 0.64% Add +3.5% 2,968 $1.1M
Golden State Wealth Management, LLC 0.16% Reduce -9.2% 2,966 $1.1M
Passive Capital Management, LLC. 0.35% New 2,965 $1.1M
Sound Income Strategies, LLC 0.06% Add +56.0% 2,962 $1.1M
Athena Investment Management 0.66% Add +10.8% 2,957 $1.1M
Zacks Investment Management 0.01% Add +5.1% 2,956 $1.1M
Diversify Wealth Management, LLC 0.08% Add +9.5% 2,893 $1.1M
Shepherd Financial Partners LLC 0.13% No change 2,937 $1.1M
Verity Asset Management, Inc. 0.44% New 2,930 $1.1M
Michels Family Financial, LLC 0.98% Add +0.2% 2,925 $1.1M
Headinvest, LLC 0.21% Add +40.3% 2,921 $1.1M
Fidelis Capital Partners, LLC 0.11% Add +12.0% 2,862 $1.1M
Tme Financial, Inc. 0.93% Reduce -7.0% 2,898 $1.1M
Sonora Investment Management Group, LLC 0.09% Add +1.3% 2,884 $1.1M
Farmers Trust Co. 0.20% Add +16.9% 2,883 $1.1M
HF Advisory Group, LLC 0.47% Add +2.4% 2,871 $1.1M
My Legacy Advisors, LLC 0.41% Add +12.8% 2,866 $1.1M
William Mack & Associates, Inc. 0.91% Add +1.2% 2,864 $1.1M
Winthrop Advisory Group LLC 0.13% Add +0.3% 2,858 $1.1M
Fiduciary Financial Group, LLC 0.23% Reduce -7.5% 2,998 $1.1M
RHS Financial, LLC 0.59% Add +6.8% 2,855 $1.1M
Seneschal Advisors, LLC 0.91% No change 2,855 $1.1M
Wealthquest Corp 0.09% Reduce -6.1% 2,849 $1.1M
Arlington Financial Advisors, LLC 0.19% Add +76.4% 2,844 $1.1M
Encompass Wealth Advisors, LLC 0.43% No change 2,841 $1.1M
Faithward Advisors, LLC 0.18% Add +12.8% 2,834 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.6% 2,829 $1.0M
Grant/GrossMendelsohn, LLC 0.58% Add +1.4% 2,781 $1.0M
Aprio Wealth Management, LLC 0.13% Reduce -6.0% 2,816 $1.0M
Sandy Cove Advisors, LLC 0.42% Reduce -1.8% 2,810 $1.0M
AlphaCore Capital LLC 0.09% New 2,808 $1.0M
Cornell Pochily Investment Advisors, Inc. 0.37% Reduce -2.6% 2,806 $1.0M
HBW Advisory Services LLC 0.15% Reduce -20.5% 2,804 $1.0M
NorthCrest Asset Manangement, LLC 0.03% Reduce -11.9% 2,789 $1.0M
Caldwell Sutter Capital, Inc. 0.49% Reduce -4.8% 2,789 $1.0M
Private Advisory Group LLC 0.12% Reduce -0.2% 2,788 $1.0M
AssuredPartners Investment Advisors, LLC 0.20% Reduce -0.7% 2,779 $1.0M
Jackson, Grant Investment Advisers, Inc. 0.40% Reduce -4.8% 2,777 $1.0M
LPWM LLC 0.33% Reduce -0.1% 2,765 $1.0M
National Bank of Canada 0.00% Reduce -13.5% 2,764 $1.0M
RTD Financial Advisors, Inc. 0.14% Reduce -14.2% 2,764 $1.0M
Alpha Omega Wealth Management LLC 0.20% Reduce -1.1% 2,761 $1.0M
Circle Wealth Management, LLC 0.02% Add +1.4% 2,758 $1.0M
Cypress Financial Planning LLC 0.37% Reduce -14.6% 2,753 $1.0M
Jacobi Capital Management LLC 0.08% Reduce -10.5% 2,753 $1.0M
Parr McKnight Wealth Management Group, LLC 0.15% Add +2.0% 2,746 $1.0M
Convergence Financial, LLC 0.20% Add +12.7% 2,739 $1.0M
Libra Wealth LLC 0.38% Add +12.5% 2,739 $1.0M
First Command Advisory Services, Inc. 0.01% Reduce -9.6% 2,735 $1.0M
HUB Investment Partners, LLC 0.04% Add +37.2% 2,734 $1.0M
Flagship Private Wealth, LLC 0.48% Reduce -8.9% 2,715 $1.0M
Marion Wealth Management 0.27% Reduce -6.9% 2,714 $1.0M
Fortis Capital Advisors, LLC 0.20% Add +18.2% 2,712 $1.0M
Modern Wealth Management, LLC 0.03% Add +8.1% 2,710 $1.0M
Capital Group Private Client Services, Inc. 0.01% Reduce -0.2% 2,707 $1.0M
Claro Advisors Inc. 0.13% Reduce -0.8% 2,706 $1.0M
Valley National Advisers Inc. 0.18% Add +3.9% 2,705 $1.0M
Gateway Wealth Partners, LLC 0.23% Add +17.1% 2,701 $1.0M
Avantax Planning Partners, Inc. 0.04% Reduce -8.7% 2,696 $1000K
GM Advisory Group, LLC 0.05% Add +1.4% 2,685 $996K
Herold Advisors, Inc. 0.22% Add +9.8% 2,681 $995K
Wrapmanager Inc. 0.26% Reduce -4.5% 2,681 $994K
Legacy Advisors, LLC 0.10% Add +7.4% 2,672 $991K
Sheaff Brock Investment Advisors, LLC 0.09% No change 2,666 $989K
Haverford Trust Co 0.01% Reduce -3.7% 2,663 $988K
Viawealth, LLC 0.61% Reduce -2.1% 2,663 $987K
Klingman & Associates, LLC 0.06% Reduce -0.5% 2,655 $985K
Wesbanco Bank Inc. 0.03% Reduce -0.9% 2,647 $982K
Frank, Rimerman Advisors LLC 0.08% No change 2,643 $980K
Farmers National Bank 0.28% Add +16.9% 2,637 $978K
Symmetry Partners, LLC 0.14% Reduce -0.9% 2,633 $976K
Farmers & Merchants Investments Inc. 0.03% Reduce -3.6% 2,631 $976K
Linscomb Wealth, Inc. 0.05% Reduce -7.2% 2,626 $974K
Camarda Financial Advisors, LLC 0.44% Add +98.1% 2,621 $972K
Bouchey Financial Group, Ltd. 0.09% Reduce -1.6% 2,615 $970K
Hughes Financial Services, LLC 0.19% Reduce -4.6% 2,578 $965K
Pinnacle Wealth Management Advisory Group, LLC 0.09% Add +33.3% 2,597 $963K
Baker Avenue Asset Management, LP 0.03% Add +1.4% 2,597 $963K
Patton Albertson Miller Group, LLC 0.14% Add +21.0% 2,578 $956K
Prosperity Consulting Group, LLC 0.07% Add +1.5% 2,573 $954K
Collective Family Office LLC 0.26% Reduce -1.0% 2,563 $950K
Waterloo Capital, L.P. 0.09% Add +11.7% 2,555 $948K
Indiana Trust & Investment Management Co 0.34% No change 2,546 $944K
Scarborough Advisors, LLC 0.13% Reduce -4.1% 2,544 $943K
Aviso Wealth Management 0.50% Reduce -6.0% 2,540 $942K
Conservest Capital Advisors, Inc. 0.10% No change 2,534 $940K
Sonoma Private Wealth LLC 1.30% Reduce -25.6% 2,526 $937K
TCI Wealth Advisors, Inc. 0.07% Add +5.1% 2,518 $934K
Strategic Financial Services, Inc. 0.05% Add +16.1% 2,517 $933K
Interchange Capital Partners, LLC 0.26% Reduce -1.8% 2,515 $933K
Tenon Financial LLC 0.58% No change 2,512 $932K
Endowment Wealth Management, Inc. 0.60% Reduce -21.3% 2,512 $932K
Redwood Financial Network Corp 0.71% Add +12.9% 2,511 $931K
Florida Financial Advisors, LLC 0.37% Reduce -2.6% 2,507 $929K
Focused Wealth Management, Inc 0.13% Reduce -0.6% 2,501 $927K
Trust Co. of Vermont 0.05% Add +8.0% 2,495 $925K
Traction Financial Partners, LLC 0.72% Reduce -32.7% 2,490 $923K
Stablepoint Partners, LLC 0.17% Add +3.5% 2,483 $921K
Hurley Capital, LLC 0.70% Add +20.8% 2,479 $919K
Guardian Wealth Advisors, LLC / NC 0.07% Add +10.1% 2,472 $917K
Congress Asset Management Co. 0.01% Reduce -3.7% 2,471 $916K
Rather & Kittrell, Inc. 0.20% Reduce -0.6% 2,460 $912K
RKL Wealth Management LLC 0.09% Reduce -0.3% 2,459 $912K
Fiduciary Trust Co 0.01% Add +64.0% 2,445 $907K
Money Concepts Capital Corp. 0.07% Add +0.4% 2,444 $906K
PDS Planning, Inc 0.08% Add +0.0% 2,444 $906K
180 Wealth Advisors, LLC 0.14% Reduce -2.5% 2,443 $906K
Compass Planning Associates Inc 0.91% Add +55.6% 2,436 $903K
Tanglewood Legacy Advisors, LLC 0.39% Reduce -3.2% 2,430 $901K
Sage Financial Management Group, Inc. 0.33% No change 2,421 $898K
Waller Financial Planning Group, Inc. 0.25% Reduce -7.6% 2,419 $897K
Wealth Advisors of Iowa, LLC 0.39% No change 2,419 $897K
Mascagni Wealth Management, Inc. 0.89% No change 2,418 $897K
Thomasville National Bank 0.07% Reduce -7.1% 2,418 $897K
Waterfront Wealth Inc. 0.22% Add +4.5% 2,411 $894K
Alley Investment Management Company, LLC 0.11% Add +1.2% 2,398 $889K
Buck Wealth Strategies, LLC 0.16% New 2,392 $887K
Investmark Advisory Group LLC 0.44% Reduce -0.5% 2,390 $886K
Evolution Wealth Advisors, LLC 0.15% No change 2,380 $883K
Everstar Asset Management, LLC 0.58% Reduce -25.9% 2,354 $873K
Horizon Investment Services, LLC 0.42% Reduce -2.6% 2,350 $872K
Cypress Point Wealth Management, LLC 0.27% No change 2,333 $865K
Brown Miller Wealth Management, LLC 0.30% No change 2,319 $860K
Northstar Advisory Group, LLC 0.56% Reduce -1.5% 2,316 $859K
Crescent Grove Advisors, LLC 0.09% Add +34.3% 2,312 $857K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -6.5% 2,302 $854K
FRG Family Wealth Advisors LLC 0.16% No change 2,298 $852K
Roundview Capital LLC 0.06% Add +32.9% 2,285 $847K
Carret Asset Management, LLC 0.10% No change 2,284 $847K
Tocqueville Asset Management L.P. 0.01% No change 2,274 $843K
Black Swift Group, LLC 0.19% Add +1.2% 2,271 $842K
Full Sail Capital, LLC 0.05% Add +31.6% 2,259 $838K
Pekin Hardy Strauss, Inc. 0.10% Reduce -9.8% 2,253 $835K
CGC Financial Services, LLC 0.33% Reduce -3.5% 2,249 $834K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% Reduce -44.2% 2,246 $833K
Intellectus Partners, LLC 0.21% Add +0.2% 2,245 $833K
Alaska Wealth Advisors, LLC 0.13% Reduce -7.6% 2,245 $832K
Raleigh Capital Management Inc. 0.38% Reduce -14.2% 2,243 $832K
Ally Invest Advisors Inc. 0.07% Add +31.2% 2,238 $830K
Atlantic Union Bankshares Corp 0.05% Add +7.5% 2,228 $826K
First Commonwealth Financial Corp 0.19% Reduce -5.8% 2,227 $826K
Myecfo, LLC 0.44% Reduce -0.1% 2,223 $824K
Charis Legacy Partners, LLC 1.55% Add +9.7% 2,208 $819K
Hilltop Wealth Advisors, LLC 0.46% Reduce -2.1% 2,200 $816K
Shelton Capital Management 0.02% No change 2,200 $816K
Sovran Advisors, LLC 0.11% Reduce -34.9% 2,312 $814K
Towercrest Capital Management 0.15% No change 2,191 $812K
United Community Bank 0.30% Add +8.4% 2,186 $811K
Talisman Wealth Advisors LLC 0.83% Reduce -4.8% 2,183 $809K
X-Square Capital, LLC 0.35% Add +15.6% 2,182 $809K
Strive Asset Management, LLC 0.56% No change 2,180 $808K
Twin City Private Wealth, LLC 0.71% Add +5.2% 2,170 $805K
Harmony Asset Management LLC 0.34% Add +13.3% 2,170 $805K
Russell Investments Group, Ltd. 0.00% Add +51.1% 2,168 $804K
HFG Wealth Management, LLC 0.49% Add +57.6% 1,953 $802K
AAF Wealth Management, LLC 0.43% Reduce -1.2% 2,159 $801K
Cynosure Group, LLC 0.11% No change 2,159 $800K
Horan Securities, Inc. 0.30% Add +110.4% 2,159 $800K
Goodwin Investment Advisory 1.24% Reduce -60.9% 2,157 $800K
Aufman Associates Inc 0.55% Reduce -1.0% 2,156 $799K
Orgel Wealth Management, LLC 0.02% Add +4.7% 2,154 $799K
Wealth Dimensions Group, Ltd. 0.19% Add +3.1% 2,150 $797K
Fingerlakes Wealth Management, Inc. 0.68% Add +0.1% 2,147 $796K
Tru Independence Asset Management 2, LLC 0.60% New 1,902 $796K
Berkshire Asset Management LLC 0.04% No change 2,044 $793K
Canal Capital Management, LLC 0.13% No change 2,136 $792K
Bogart Wealth, LLC 0.04% Reduce -16.9% 2,134 $791K
Apollon Financial, LLC 0.19% Add +7.1% 2,128 $789K
Glassman Wealth Services 0.13% Add +79.8% 2,122 $787K
Holderness Investments Co. 0.18% Add +18.4% 2,121 $786K
Willner & Heller, LLC 0.73% Reduce -0.8% 2,116 $784K
W Advisors, LLC 0.49% Reduce -5.5% 2,115 $784K
Proffitt & Goodson Inc. 0.13% No change 2,108 $782K
Baker Tilly Wealth Management, LLC 0.31% Reduce -53.3% 2,105 $781K
DiNuzzo Private Wealth, Inc. 0.10% No change 2,102 $779K
Semus Wealth Partners LLC 0.54% Reduce -0.3% 2,102 $779K
Shayne & Jacobs, LLC 0.19% No change 2,100 $779K
InvesTrust 0.21% Add +5.0% 2,098 $778K
Boyd Watterson Asset Management LLC 0.25% No change 2,089 $775K
Northwest Wealth Management, LLC 0.15% Reduce -3.6% 2,088 $774K
First National Trust Co 0.03% Reduce -4.2% 2,087 $774K
Northwest Capital Management Inc 0.32% No change 2,078 $771K
Edgestream Partners, L.P. 0.03% Add +109.4% 2,077 $770K
BNP Paribas Financial Markets 0.00% Add +187.5% 2,070 $768K
Towneley Capital Management, Inc / DE 0.18% Reduce -5.8% 2,067 $766K
Channel Wealth LLC 0.24% Add +2.5% 2,063 $765K
IFG Advisors, LLC 0.15% Reduce -0.3% 2,057 $763K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -12.4% 2,054 $762K
Windsor Capital Management, LLC 0.23% Reduce -0.7% 2,047 $759K
Wealth Management Partners, LLC 0.35% Add +0.8% 2,046 $759K
Clarity Financial LLC 0.09% No change 2,041 $757K
Colonial River Investments, LLC 0.42% Reduce -13.4% 2,038 $756K
Net Worth Advisory Group 0.24% Add +9.4% 2,036 $755K
Burkett Financial Services, LLC 0.31% Reduce -4.2% 2,036 $755K
Innovative Wealth Building LLC 0.69% Add +49.6% 2,030 $753K
BOS Asset Management, LLC 0.26% Reduce -0.4% 2,028 $752K
Empirical Asset Management, LLC 0.26% Add +0.1% 2,023 $750K
One Wealth Advisors, LLC 0.11% No change 2,018 $748K
Long Island Wealth Management, Inc. 0.46% Reduce -1.2% 2,016 $748K
Meridian Wealth Advisors, LLC 0.13% No change 2,016 $748K
Hemington Wealth Management 0.12% No change 2,014 $746K
Defined Financial Planning LLC 0.75% Add +191.9% 1,991 $745K
LJI Wealth Management, LLC 0.15% Add +0.7% 2,007 $744K
River Wealth Advisors LLC 0.10% Add +1.0% 2,007 $744K
Brady Martz Wealth Solutions, LLC 0.17% Reduce -0.2% 2,003 $743K
L & S Advisors Inc 0.10% No change 1,997 $741K
Eastern Bank 0.01% Add +1.1% 1,994 $739K
Sharper & Granite LLC 0.31% Add +101.3% 1,993 $739K
Foster Group, Inc. 0.03% No change 1,983 $735K
Archer Investment Corp 0.19% Reduce -8.9% 1,980 $734K
Shared Vision Wealth Group LLC 0.40% No change 1,978 $734K
Opulen Financial Group LLC 0.66% Add +0.1% 1,970 $730K
Lanark Financial, Inc. 0.06% — 1,970 $730K
Johnson Financial Group, Inc. 0.04% Reduce -3.6% 1,966 $729K
Unique Wealth Strategies, LLC 0.33% Add +36.5% 1,962 $728K
Grove Bank & Trust 0.10% Reduce -3.2% 1,962 $728K
Lauer Wealth, LLC 0.56% New 1,920 $727K
Wolf Group Capital Advisors 0.24% Reduce -26.4% 1,960 $727K
ZEGA Investments, LLC 0.21% Add +0.1% 1,960 $727K
Bridgewealth Advisory Group, LLC 0.95% Reduce -21.9% 1,951 $723K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -20.1% 2,006 $723K
First Bancorp, Inc 0.47% Add +2.4% 1,949 $723K
Armstrong Advisory Group, Inc. 0.06% No change 1,751 $719K
Pacific Sun Financial Corp 0.41% Reduce -5.9% 1,928 $715K
Sterling Financial Planning, Inc. 0.26% Reduce -1.2% 1,927 $715K
Mission Financial Group, LLC 0.66% — 1,632 $713K
Traynor Capital Management, Inc. 0.06% Add +9.2% 1,918 $711K
First International Bank & Trust 0.22% No change 1,916 $710K
BankPlus Trust Department 0.24% Reduce -5.4% 1,912 $709K
Thompson Investment Management, Inc. 0.11% No change 1,907 $707K
McLean Asset Management Corp 0.23% No change 2,146 $707K
Winch Advisory Services, LLC 0.19% Add +2.3% 1,905 $706K
Scotia Capital Inc. 0.00% Reduce -7.3% 1,898 $704K
Balanced Rock Investment Advisors LLC 0.56% Add +1.4% 1,893 $702K
Alliance Wealth Management Group 0.19% No change 1,891 $701K
Independent Solutions Wealth Management, LLC 0.16% New 1,884 $699K
Single Point Partners, LLC 0.16% No change 1,881 $698K
WNY Asset Management, LLC 0.08% Add +3.8% 1,882 $698K
Clarity Wealth Advisors, LLC 0.19% Add +40.4% 1,881 $698K
RiverFront Investment Group, LLC 0.02% Add +2.2% 1,881 $698K
Frontier Asset Management, LLC 0.20% Reduce -5.8% 1,880 $697K
S.A. Mason LLC 0.37% Add +0.1% 1,879 $697K
TruWealth Advisors, LLC 0.04% Add +1.9% 1,878 $697K
Cobblestone Capital Advisors LLC 0.04% Reduce -16.6% 1,865 $692K
Maltin Wealth Management, Inc. 0.32% Add +0.1% 1,863 $691K
Bay Capital Advisors, LLC 0.57% Reduce -35.0% 1,860 $690K
Atlantic Private Wealth, LLC 0.51% Add +0.1% 1,857 $689K
Argentarii, LLC 0.34% Add +6.8% 1,848 $686K
Richard W. Paul & Associates, LLC 0.27% Reduce -10.8% 1,847 $685K
AMG National Trust Bank 0.02% Reduce -0.8% 1,845 $684K
Valued Retirements, Inc. 0.90% Add +0.1% 1,844 $684K
Thompson Davis & Co., Inc. 0.54% Add +0.1% 1,841 $683K
Level Wealth Management LLC 0.45% Add +2.8% 1,839 $682K
German American Bancorp, Inc. 0.07% No change 1,838 $682K
Ullmann Wealth Partners Group, LLC 0.09% No change 1,833 $680K
Pinney & Scofield, Inc. 0.49% Add +38.0% 1,832 $679K
Adero Partners, LLC 0.04% Add +51.0% 1,825 $677K
New Perspectives, Inc 0.36% No change 1,819 $675K
Transform Wealth, LLC 0.04% Add +2.1% 1,816 $674K
Rialto Wealth Management, LLC 0.21% No change 1,815 $673K
Montis Financial, LLC 0.20% New 1,815 $673K
FSA Advisors, Inc. 0.53% Add +86.3% 1,813 $672K
Williams Jones Wealth Management, LLC. 0.01% Add +47.7% 1,811 $672K
Well Done, LLC 0.12% Add +4.2% 1,627 $668K
Avestar Capital, LLC 0.06% Reduce -24.5% 1,800 $667K
Narwhal Capital Management 0.06% No change 1,800 $667K
Pillar Financial Advisors, LLC 0.50% No change 1,798 $667K
King Wealth Management Group 0.10% Add +9.2% 1,975 $666K
YHB Investment Advisors, Inc. 0.06% Add +2.7% 1,796 $666K
Pittenger & Anderson Inc. 0.02% Add +12.1% 1,793 $665K
Colonial Trust Advisors 0.06% Add +22.4% 1,793 $665K
Buttonwood Financial Advisors Inc. 0.29% No change 1,793 $665K
Vision Capital Management, Inc. 0.10% No change 1,790 $664K
Amara Financial, Llc. 0.61% Add +0.1% 1,789 $663K
Prosperity Financial Group, Inc. 0.33% Add +2.3% 1,784 $662K
Personal Cfo Solutions, LLC 0.13% Add +68.8% 1,779 $660K
Chemistry Wealth Management LLC 0.15% Add +3.1% 1,777 $659K
Syverson Strege & Co 0.21% No change 1,775 $658K
Sierra Ocean, LLC 0.52% No change 1,773 $658K
Bannerman Wealth Management Group, LLC 0.54% Reduce -2.6% 1,773 $657K
Navalign, LLC 0.19% Reduce -3.5% 1,767 $655K
Capital Advantage, Inc. 0.12% No change 1,594 $654K
Sepio Capital, LP 0.05% No change 1,761 $653K
Fiduciary Group, LLC 0.07% No change 1,757 $651K
Gables Capital Management Inc. 0.32% Add +16.2% 1,752 $650K
2UniFi Bank 0.42% Add +3.4% 1,596 $648K
Country Trust Bank 0.02% No change 1,743 $646K
Alteri Wealth LLC 0.28% Reduce -2.7% 1,743 $646K
Voisard Asset Management Group, Inc. 0.19% Reduce -41.8% 1,740 $645K
Colonial Trust Co / SC 0.10% Add +4.2% 1,735 $643K
First National Corp. /Ma/ 0.14% Add +0.3% 1,727 $640K
Elwood & Goetz Wealth Advisory Group, LLC 0.16% Reduce -4.7% 1,724 $639K
TRUE Private Wealth Advisors 0.08% Reduce -2.4% 1,724 $639K
Stock Yards Bank & Trust Co. 0.02% Reduce -9.8% 1,722 $639K
Means Investment Co., Inc. 0.07% Reduce -4.2% 1,711 $634K
Nalls Sherbakoff Group, LLC 0.52% — 1,710 $634K
Plan Group Financial, LLC 0.23% Add +232.8% 1,707 $633K
Petredis Investment Advisors LLC 0.07% Reduce -12.4% 1,701 $631K
MKT Advisors LLC 0.30% Add +2.5% 1,883 $630K
Valtinson Bruner Financial Planning LLC 0.21% Add +3.6% 1,697 $629K
Seneca Financial Advisors LLC 0.30% No change 1,693 $628K
First Foundation Advisors 0.03% Add +0.5% 1,693 $628K
Shira Ridge Wealth Management 0.31% Reduce -2.1% 1,684 $624K
Realta Investment Advisors 0.28% Reduce -33.9% 1,668 $619K
Blue Chip Partners, LLC 0.05% Reduce -0.7% 1,666 $618K
Headlands Technologies LLC 0.07% Reduce -91.6% 1,657 $614K
Sfmg, LLC 0.05% No change 1,653 $613K
Hancock Whitney Corp. 0.02% Add +24.0% 1,651 $612K
Sierra Summit Advisors LLC 0.13% Add +4.0% 1,646 $610K
GeoWealth Management, LLC 0.02% Reduce -97.2% 1,644 $610K
Spinnaker Trust 0.04% Reduce -5.6% 1,639 $608K
AF Advisors, Inc. 0.11% Reduce -5.8% 1,635 $606K
Denver Wealth Management, Inc. 0.28% Add +0.1% 1,635 $606K
Everest Private Wealth 0.55% Add +0.1% 1,628 $604K
Eagle Bay Advisors LLC 0.51% Add +2.3% 1,625 $602K
Private Client Services, LLC 0.30% Reduce -10.0% 1,621 $601K
WPG Advisers, LLC 0.56% Reduce -20.8% 1,613 $598K
Milestone Asset Management, LLC 0.13% Add +65.8% 1,612 $598K
Latitude Advisors, LLC 0.35% Add +30.7% 1,612 $598K
BBR Partners, LLC 0.04% Reduce -12.1% 1,606 $596K
Firestone Capital Management 0.16% Add +0.1% 1,600 $593K
Alpine Woods Capital Investors, LLC 0.15% No change 1,600 $593K
Octavia Wealth Advisors, LLC 0.07% Add +1.0% 1,600 $593K
RDA Financial Network 0.18% Reduce -1.4% 1,600 $593K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 1,597 $592K
Meridian Financial Advisors, LLC 0.41% Add +1.0% 1,580 $586K
Accredited Investor Services, LLC 0.49% New 1,579 $586K
CFO4Life Group, LLC 0.10% Reduce -12.1% 1,579 $585K
Beacon Wealthcare LLC 0.24% No change 1,565 $580K
Calamos Wealth Management LLC 0.03% Add +3.3% 1,564 $580K
Capital Advisors Inc. 0.01% Add +0.1% 1,562 $579K
First National Advisers, LLC 0.09% Reduce -3.6% 1,556 $577K
Accredited Investors Inc. 0.04% Add +3.7% 1,556 $577K
Ellsworth Advisors, LLC 0.15% Reduce -7.7% 1,553 $576K
MIdWestOne Financial Group, Inc. 0.08% No change 1,552 $576K
Quartz Partners, LLC 0.35% Reduce -15.8% 1,552 $575K
Welch Group, LLC 0.03% Add +7.6% 1,539 $570K
Allen Capital Group, LLC 0.07% Add +1.3% 1,536 $570K
Nelson Capital Management, LLC 0.10% Reduce -20.7% 1,533 $568K
Dynamic Financial Group 0.57% No change 1,526 $566K
Principal Financial Group Inc. 0.00% Reduce -72.0% 1,525 $566K
Van Hulzen Asset Management, LLC 0.05% Add +24.7% 1,524 $565K
McNamara Financial Services, Inc. 0.12% Reduce -17.4% 1,518 $563K
Capital Asset Advisory Services LLC 0.03% Reduce -6.5% 1,490 $562K
4WEALTH Advisors, Inc. 0.62% Add +15.8% 1,510 $560K
Ti-Trust, Inc. 0.37% Reduce -0.5% 1,510 $560K
Team Hewins, LLC 0.22% Reduce -32.5% 1,507 $559K
FAS Wealth Partners, Inc. 0.05% Reduce -4.9% 1,503 $558K
First Business Financial Services, Inc. 0.05% No change 1,502 $557K
Morton Capital Management LLC 0.11% Reduce -1.3% 1,497 $555K
Keudell/Morrison Wealth Management 0.13% Add +1.4% 1,494 $554K
Flower City Capital 0.36% Reduce -7.5% 1,489 $552K
Midwest Capital Advisors, LLC 0.34% Add +2.1% 1,489 $552K
Keystone Wealth Services, LLC 0.15% Add +12.7% 1,485 $551K
Potomac Fund Management Inc. 0.24% Reduce -11.1% 1,608 $550K
Red Door Wealth Management, LLC 0.08% Add +8.2% 1,484 $550K
WASHINGTON TRUST Co 0.02% No change 1,483 $550K
Sterling Investment Advisors, Ltd. 0.13% Add +7.4% 1,476 $547K
FSA Wealth Management LLC 0.23% Reduce -3.6% 1,475 $547K
American Financial & Tax Strategies Inc. 0.29% Reduce -0.3% 1,469 $545K
Townsend Asset Management Corp. /NC/ 0.21% No change 1,468 $544K
Lynx Investment Advisory 0.36% Reduce -0.6% 1,468 $544K
Members Wealth LLC 0.41% Add +21.1% 1,466 $544K
Trivium Point Advisory, LLC 0.07% Reduce -9.5% 1,465 $543K
RAM Investment Partners, LLC 0.13% No change 1,465 $543K
L.M. Kohn & Company 0.14% Add +13.8% 1,461 $542K
Rowlandmiller & Partners.adv 0.11% Reduce -1.1% 1,459 $541K
PKS Advisory Services, LLC 0.15% Reduce -0.2% 1,458 $541K
Stockman Wealth Management, Inc. 0.08% Add +11.8% 1,457 $540K
M Wealth Management, LLC 0.50% Add +0.1% 1,453 $539K
Flagstar Securities, Inc. 0.14% Add +2.0% 1,452 $538K
Unique Wealth, LLC 0.10% New 1,450 $538K
Gries Financial LLC 0.10% Add +33.6% 1,450 $538K
Vance Wealth, LLC 0.20% Reduce -4.0% 1,443 $535K
JFG Wealth Management, LLC 0.12% Add +0.7% 1,442 $535K
Cannell & Spears LLC 0.01% Reduce -3.6% 1,440 $534K
Curated Wealth Partners LLC 0.07% Add +20.0% 1,438 $533K
Helium Advisors LLC 0.39% No change 1,433 $531K
EFG Asset Management (Americas) Corp. 0.11% Reduce -77.7% 1,431 $531K
Monument Group Wealth Advisors, LLC 0.37% New 1,425 $528K
MKD Wealth Coaches, LLC 0.60% No change 1,425 $528K
Financial Futures Ltd Liability Co. 0.30% Reduce -1.0% 1,417 $525K
Viewpoint Capital Management LLC 0.28% No change 1,406 $521K
Obermeyer Wealth Partners 0.03% Add +19.2% 1,405 $521K
JB Capital LLC 0.03% Reduce -1.9% 1,403 $521K
Wealthstar Advisors, LLC 0.24% Reduce -13.2% 1,400 $519K
Pettyjohn, Wood & White, Inc. 0.10% No change 1,400 $519K
Ipsen Advisor Group LLC 0.45% Add +0.1% 1,395 $517K
WP Advisors, LLC 0.17% Add +0.1% 1,393 $517K
Peoples Financial Services Corp. 0.25% No change 1,391 $516K
Foster Dykema Cabot & Partners, LLC 0.04% No change 1,390 $515K
Tanager Wealth Management LLP 0.07% No change 1,380 $512K
Chevy Chase Trust Holdings, LLC 0.00% New 1,375 $510K
Dover Advisors, LLC 0.22% New 1,373 $509K
Redhawk Wealth Advisors, Inc. 0.07% Add +7.8% 1,371 $508K
Beese Fulmer Investment Management, Inc. 0.04% Add +21.1% 1,368 $507K
National Wealth Management Group, LLC 0.33% Reduce -11.2% 1,367 $507K
Massachusetts Financial Services Co. 0.00% Add +52.8% 1,366 $507K
Colton Groome Financial Advisors, LLC 0.20% Reduce -28.8% 1,339 $507K
Berkeley Capital Partners, LLC 0.14% Add +0.7% 1,366 $506K
Lee Danner & Bass Inc. 0.04% Reduce -1.8% 1,365 $506K
Benin Management CORP 0.14% Add +0.1% 1,364 $506K
Capital Advisors Wealth Management, LLC 0.09% Reduce -8.4% 1,360 $505K
Kelly Financial Services LLC 0.18% Reduce -35.8% 1,360 $504K
Prosperity Wealth Management, Inc. 0.24% Add +27.3% 1,359 $504K
Summit Global Investments 0.04% Reduce -76.1% 1,358 $503K
Strid Group, LLC 0.08% No change 1,353 $502K
Trexquant Investment LP 0.01% Reduce -12.7% 1,353 $502K
Empire Financial Management Company, LLC 0.15% Reduce -5.4% 1,345 $499K
Appleton Partners Inc. 0.04% Add +134.6% 1,335 $495K
Landmark Wealth Management, Inc. 0.24% No change 1,334 $495K
BSW Wealth Partners 0.08% Add +100.2% 1,333 $494K
Ballast Advisors LLC 0.16% Reduce -7.0% 1,331 $494K
Farrell Financial LLC 0.36% Add +1.3% 1,329 $493K
Center For Asset Management LLC 0.30% Reduce -15.4% 1,327 $492K
Essex LLC 0.11% Add +3.9% 1,324 $491K
Private Capital Management, LLC 0.05% Add +110.2% 1,324 $491K
Fiduciary Alliance LLC 0.05% New 1,322 $490K
Financial Gravity Asset Management, Inc. 0.11% — 1,321 $490K
Portside Wealth Group, LLC 0.08% Reduce -15.0% 1,320 $489K
Iron Horse Wealth Management, LLC 0.16% Reduce -4.3% 1,319 $489K
WealthTrust Axiom LLC 0.15% No change 1,317 $488K
Mosaic Financial Group, LLC 0.40% No change 1,315 $488K
Fortis Capital Management LLC 0.09% Add +63.5% 1,316 $488K
Cladis Investment Advisory, LLC 0.35% No change 1,310 $486K
Trademark Financial Management, LLC 0.37% Reduce -46.4% 1,308 $485K
Cypress Wealth Services, LLC 0.10% Reduce -1.5% 1,305 $484K
Pointe Capital Management LLC 0.28% No change 1,295 $480K
J. W. Coons Advisors, LLC 0.13% No change 1,294 $480K
Christensen, King & Associates Investment Services, Inc. 0.23% Reduce -0.8% 1,222 $479K
Proactive Wealth Strategies LLC 0.25% Add +2.5% 1,286 $477K
FSM Wealth Advisors, LLC 0.11% No change 1,285 $476K
Genesis Private Wealth, LLC 0.25% Reduce -0.4% 1,284 $476K
Sage Private Wealth Group, LLC 0.36% New 1,281 $475K
Wealth Group Ltd 0.14% Reduce -0.7% 1,280 $475K
Allred Capital Management, LLC 0.19% No change 1,278 $474K
Slagle Financial, LLC 0.21% Reduce -1.5% 1,276 $473K
Phillips Financial Management, LLC 0.04% Add +98.3% 1,275 $473K
Parkshore Wealth Management, Inc. 0.27% Add +0.1% 1,274 $472K
Cascade Financial Partners, LLC 0.06% Add +29.8% 1,272 $472K
Landaas & Co. /Wi 0.13% Reduce -9.7% 1,272 $471K
Milestone Asset Management Group, LLC 0.43% Add +0.1% 1,269 $471K
Pinnacle Family Advisors, LLC 0.26% Reduce -10.6% 1,268 $470K
Cura Wealth Advisors, LLC 0.19% No change 1,258 $466K
DGS Capital Management, LLC 0.12% Reduce -19.5% 1,255 $465K
Everpar Advisors LLC 0.25% Add +0.2% 1,252 $464K
Keystone Financial Group, Inc. 0.33% Reduce -17.5% 1,209 $464K
Sprott Inc. 0.03% New 1,250 $464K
Mairs & Power Inc. 0.00% Add +10.6% 1,248 $463K
Minot DeBlois Advisors LLC 0.46% Add +0.2% 1,245 $462K
Valley Forge Investment Consultants Inc. Adv 0.16% Reduce -0.2% 1,241 $460K
Schnieders Capital Management LLC 0.10% No change 1,241 $460K
Mason & Associates Inc 0.11% Reduce -0.2% 1,240 $460K
Rodgers Brothers Inc. 0.06% Reduce -0.8% 1,237 $459K
Security National Bank of Sioux City Iowa 0.33% Add +51.7% 1,233 $457K
Mason & Associates, LLC 0.13% No change 1,232 $457K
Petra Financial Advisors Inc. 0.37% Reduce -19.6% 1,230 $456K
Capital Square, LLC 0.27% Add +5.6% 1,230 $456K
Gilbert & Cook, Inc. 0.07% Reduce -6.3% 1,228 $455K
Hobbs Group Advisors, LLC 0.17% No change 1,226 $455K
Kropog Financial Group, LLC 0.43% Reduce -0.3% 1,218 $452K
Arthur M. Cohen & Associates, LLC 0.09% Add +0.1% 1,218 $452K
Continental Investors Services, Inc. 0.90% Add +0.7% 1,217 $451K
Walker Asset Management, LLC 0.27% No change 1,204 $446K
Bradley Foster & Sargent Inc. 0.01% Reduce -1.1% 1,201 $445K
Salus Financial Advisors, LLC 0.34% Add +5.6% 1,200 $445K
FWL Investment Management, LLC 0.17% No change 1,200 $445K
waypoint wealth counsel 0.28% Reduce -0.4% 1,198 $444K
Chase Investment Counsel Corp. 0.16% No change 1,200 $444K
Wynn Capital, LLC 0.26% No change 1,197 $444K
DHJJ Financial Advisors, Ltd. 0.18% Reduce -0.1% 1,197 $444K
Twele Capital Management, Inc. 0.09% Reduce -0.3% 1,196 $444K
Westfuller Advisors, LLC 0.30% Reduce -91.4% 1,193 $442K
Bey-Douglas LLC 0.40% Reduce -10.7% 1,191 $442K
Abacus Wealth Partners, LLC 0.07% Reduce -1.9% 1,185 $439K
ARK & TLK Investments, LLC 0.15% Add +4.7% 1,183 $439K
Welch & Forbes LLC 0.01% Reduce -7.6% 1,183 $439K
Westside Investment Management, Inc. 0.09% Reduce -1.5% 1,177 $437K
MBE Wealth Management, LLC 0.21% Reduce -1.3% 1,176 $436K
Mainstay Capital Management LLC 0.06% Reduce -50.0% 1,176 $436K
Fairscale Capital, LLC 0.39% Add +19.5% 1,176 $436K
GFG Capital, LLC 0.13% No change 1,175 $436K
Motive Wealth Advisors 0.23% Reduce -1.9% 1,174 $435K
WealthBridge Capital Management, LLC 0.12% Reduce -3.5% 1,174 $435K
Webster Bank, N. A. 0.05% No change 1,171 $434K
Plan A Wealth LLC 0.34% Reduce -41.2% 1,170 $434K
Horan Capital Advisors, LLC. 0.15% No change 1,169 $433K
Activest Wealth Management 0.12% Add +3.6% 1,168 $433K
Fairview Capital Investment Management, LLC 0.02% No change 1,166 $432K
Heritage Wealth Advisors 0.02% No change 1,166 $432K
Legacy Private Trust Co. 0.03% No change 1,165 $432K
Syntegra Private Wealth Group, LLC 0.05% No change 1,164 $432K
Atlas Wealth LLC 0.23% No change 1,161 $431K
PBMares Wealth Management LLC 0.09% Add +14.1% 1,160 $430K
Cape Investment Advisory, Inc. 0.17% Add +138.8% 1,158 $429K
BancFirst Trust & Investment Management 0.21% Add +9.4% 1,159 $429K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Reduce -36.6% 1,158 $429K
AEGON USA Investment Management, LLC 0.46% Add +15.0% 1,152 $427K
Pachira Investments Inc. 0.30% Reduce -9.1% 1,143 $423K
AIMZ Investment Advisors, LLC 0.15% No change 1,141 $423K
Portland Financial Advisors Inc 1.08% No change 1,134 $421K
First City Capital Management, Inc. 0.25% Reduce -4.5% 1,132 $420K
Carnegie Lake Advisors LLC 0.17% Add +6.1% 1,131 $419K
FourThought Financial Partners, LLC 0.04% Add +15.2% 1,128 $418K
North Forty Two & Co. 0.46% Reduce -4.7% 1,128 $418K
Capital Investment Services of America, Inc. 0.04% Add +18.9% 1,122 $416K
Verus Financial Partners, Inc. 0.05% Reduce -0.5% 1,148 $416K
Weatherly Asset Management L. P. 0.04% No change 1,120 $415K
Narus Financial Partners, LLC 0.14% Reduce -21.9% 1,119 $415K
TriaGen Wealth Management LLC 0.15% No change 1,116 $414K
Vantage Point Financial LLC 0.21% Add +0.7% 1,115 $413K
Tyche Wealth Partners LLC 0.09% No change 1,109 $411K
Integrated Capital Management, LLC 0.23% Add +2.2% 1,108 $411K
Concorde Asset Management, LLC 0.22% Reduce -1.6% 1,117 $411K
Advanced Asset Management Advisors Inc 0.11% Reduce -0.4% 1,107 $411K
BluePointe Capital Management, LLC 0.16% Add +4.1% 1,107 $410K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Add +1.3% 1,107 $410K
Sharp Wealth Advisory, LLC 0.31% New 1,103 $409K
Fragasso Financial Advisors Inc 0.03% Reduce -9.4% 1,102 $409K
Second Line Capital, LLC 0.11% Add +5.6% 1,101 $408K
Moment Partners, LLC 0.08% Add +15.9% 1,101 $408K
North Star Investment Management Corp. 0.03% Add +1.2% 1,101 $408K
Rainey & Randall Wealth Advisors Inc. 0.08% No change 1,100 $408K
High Falls Advisors, Inc 0.10% Add +3.2% 1,098 $407K
Chilton Capital Management LLC 0.02% Reduce -28.7% 1,097 $407K
Insight Wealth Strategies, LLC 0.05% Add +0.1% 1,097 $407K
Collaborative Wealth Managment Inc. 0.19% Reduce -1.0% 1,095 $406K
Johnson Financial Group, LLC 0.04% No change 1,095 $406K
Signature Resources Capital Management, LLC 0.35% Add +8.9% 1,094 $406K
Liberty Square Wealth Partners LLC 0.15% Reduce -6.4% 1,091 $405K
Beacon Financial Strategies CORP 0.27% Reduce -7.8% 1,090 $404K
WealthPlan Investment Management, LLC 0.04% Add +1.1% 1,089 $404K
jvl associates llc 0.16% No change 1,089 $404K
LexAurum Advisors, LLC 0.08% Reduce -8.4% 1,089 $404K
Shoker Investment Counsel, Inc. 0.14% No change 1,086 $403K
First Nebraska Trust Co 0.04% No change 1,084 $402K
Boston Family Office LLC 0.03% Add +4.3% 1,081 $401K
Austin Private Wealth, LLC 0.04% Reduce -2.7% 1,081 $401K
Snider Financial Group 0.13% Reduce -3.2% 1,080 $400K
Amplius Wealth Advisors, LLC 0.04% Add +10.7% 1,079 $400K
Verum Partners LLC 0.11% Add +60.2% 1,067 $396K
Oxinas Partners, LLC 0.23% Add +31.1% 1,067 $396K
Financial Life Planners 0.38% Add +0.2% 1,066 $395K
Quad-Cities Investment Group, LLC 0.20% Add +0.1% 1,065 $395K
Sequent Planning LLC 0.14% Add +4.4% 1,065 $395K
D'Orazio & Associates, Inc. 0.06% Add +0.1% 1,065 $395K
Community Bank, N.A. 0.05% Add +11.5% 1,065 $395K
MAS Advisors LLC 0.61% Add +0.2% 1,064 $395K
Global Wealth Management, LLC 0.23% Add +0.1% 1,063 $394K
TCFG Wealth Management, LLC 0.20% Add +2.4% 1,063 $394K
Acorn Wealth Advisors, LLC 0.16% Reduce -0.7% 1,061 $393K
Zullo Investment Group, Inc. 0.17% No change 1,060 $393K
CLG LLC 0.14% Add +72.3% 1,049 $389K
West Oak Capital, LLC 0.22% No change 1,048 $389K
Financial Management Network Inc. 0.09% Add +3.6% 1,157 $387K
Shepherd Kaplan Krochuk, LLC 0.33% Reduce -64.8% 1,042 $386K
Bernardo Wealth Planning LLC 0.09% Add +0.1% 1,042 $386K
Seaview Investment Managers LLC 0.09% New 1,040 $386K
DDD Partners, LLC 0.05% No change 1,039 $385K
Cape Cod Five Cents Savings Bank 0.04% No change 1,000 $384K
Forbes Financial Planning, Inc. 0.28% Add +6.1% 1,033 $383K
TFG Advisers LLC 0.14% Add +1.5% 1,030 $382K
Granite FO LLC 0.22% No change 1,028 $381K
Clear Harbor Asset Management, LLC 0.03% Add +18.6% 1,028 $381K
Oxbow Advisors, LLC 0.04% Reduce -3.9% 1,025 $380K
Widmann Financial Services, Inc. 0.29% Reduce -0.4% 1,023 $379K
WealthTrak Capital Management LLC 0.33% Reduce -3.0% 1,020 $378K
FLC Capital Advisors 0.08% New 1,020 $378K
XML Financial, LLC 0.04% Reduce -0.9% 1,020 $378K
Tennessee Valley Asset Management Partners 0.06% Add +69.6% 1,016 $377K
Noble Wealth Management PBC 0.26% Add +45.4% 1,012 $375K
StoneCrest Wealth Management, Inc. 0.24% No change 1,011 $375K
Nemes Rush Group LLC 0.05% Reduce -18.0% 1,008 $374K
Aptus Capital Advisors, LLC 0.00% Reduce -91.8% 1,006 $373K
Marex Group Ltd 0.01% No change 1,002 $372K
Financial Perspectives, Inc 0.13% Reduce -27.0% 1,002 $371K
GEM Asset Management, LLC 0.21% Add +3.8% 991 $371K
Garrett Wealth Advisory Group, LLC 0.08% Add +0.1% 1,000 $371K
Cornerstone National Bank & Trust Co 0.17% No change 1,000 $371K
Fort Washington Investment Advisors Inc. 0.00% No change 999 $370K
New Century Financial Group, LLC 0.43% Add +0.8% 998 $370K
Pacific Sage Partners, LLC 0.08% No change 998 $370K
Horizon Financial Services, LLC 0.21% No change 997 $370K
Vawter Financial, Ltd. 0.21% Add +17.6% 993 $368K
Integris Wealth Management, LLC 0.10% No change 990 $367K
Weitzel Financial Services, Inc. 0.17% Add +2.7% 1,032 $367K
Riverbend Wealth Management, LLC 0.33% No change 989 $367K
Capstone Wealth Management Group, LLC 0.21% Add +0.1% 988 $366K
Apriem Advisors 0.04% Add +14.9% 988 $366K
Triad Wealth Partners, LLC 0.11% Reduce -6.6% 987 $366K
NewSquare Capital LLC 0.03% Reduce -8.4% 986 $366K
Gallacher Capital Management LLC 0.18% Add +0.6% 983 $365K
TrueWealth Advisors, LLC 0.12% Reduce -29.1% 981 $364K
Bailard, Inc. 0.01% No change 975 $362K
Fairfield, Bush & Co. 0.23% Reduce -5.5% 973 $361K
Lumbard & Kellner, LLC 0.16% No change 972 $360K
Braun-Bostich & Associates Inc. 0.27% No change 970 $360K
JPL Wealth Management, LLC 0.10% Reduce -6.6% 967 $359K
Goldstone Financial Group, LLC 0.05% Reduce -26.3% 960 $356K
Sound Financial Strategies Group, LLC 0.32% Add +52.4% 960 $356K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +31.3% 957 $355K
Sustainable Growth Advisers, LP 0.00% Add +12.4% 952 $353K
49 Wealth Management, LLC 0.04% Add +11.2% 951 $353K
Laurel Wealth Planning LLC 0.23% No change 946 $351K
Debussy Capital Management LP 0.06% Reduce -13.4% 946 $351K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +1.7% 944 $350K
Flywheel Private Wealth LLC 0.32% Add +5.3% 942 $349K
Victory Financial Group, LLC 0.07% Add +1.1% 941 $349K
M.E. Allison & Co., Inc. 0.34% Reduce -1.1% 940 $349K
Brass Tax Wealth Management, Inc. 0.07% Add +16.3% 940 $349K
Per Stirling Capital Management, LLC. 0.05% Add +0.1% 939 $348K
Westshore Wealth, LLC 0.15% No change 938 $348K
FOCUS Wealth Advisors, LLC 0.19% Add +7.6% 937 $348K
Sigma Investment Counselors Inc. 0.02% Add +28.0% 937 $347K
Global Assets Advisory, LLC 0.07% New 972 $347K
Gradient Investments LLC 0.01% Add +27.4% 936 $347K
HM Payson & Co. 0.01% Reduce -66.2% 934 $346K
Theory Financial LLC 0.15% No change 934 $346K
Praetorian Wealth Management, Inc. 0.08% No change 934 $346K
Pacifica Partners Inc. 0.16% Add +0.1% 973 $346K
GEN Financial Management, INC. 0.23% Reduce -27.6% 931 $345K
tru Independence LLC 0.11% Add +0.1% 923 $342K
Journey Strategic Wealth LLC 0.01% Reduce -17.8% 922 $342K
West Coast Financial LLC 0.04% No change 919 $341K
Coordinated Financial Services, Inc. 0.27% — 919 $341K
Elevation Point Wealth Partners, LLC 0.03% Add +10.2% 919 $340K
Weaver Consulting Group 0.10% Add +0.6% 914 $339K
Kanawha Capital Management LLC 0.03% Reduce -1.4% 913 $339K
Define Financial, LLC 0.26% Add +0.1% 937 $338K
Cheviot Value Management, LLC 0.04% Reduce -30.1% 872 $338K
Copia Wealth Management 0.31% Reduce -14.7% 905 $336K
TFR Capital, LLC. 0.14% Add +6.8% 902 $334K
Schiavi & Co LLC 0.12% No change 902 $334K
MinichMacGregor Wealth Management, LLC 0.07% No change 902 $334K
Shorepoint Capital Partners LLC 0.08% Add +0.9% 901 $334K
Halbert Hargrove Global Advisors, LLC 0.02% Add +0.7% 901 $334K
Hantz Financial Services, Inc. 0.01% Add +18.3% 900 $334K
Greenspring Advisors, LLC 0.08% No change 900 $334K
Camelot Technology Advisors, Inc. 0.31% No change 900 $334K
McGlone Suttner Wealth Management, Inc. 0.05% New 897 $333K
Alpha Financial Partners LLC 0.27% No change 896 $332K
US Financial Advisors, LLC 0.10% Reduce -0.9% 895 $332K
Ferguson Shapiro LLC 0.12% New 895 $332K
Hobart Private Capital, LLC 0.08% Add +2.1% 893 $331K
Creekside Partners 0.17% Reduce -6.4% 892 $331K
New Republic Capital, LLC 0.14% No change 889 $330K
Missouri Trust & Investment Co 0.12% Reduce -5.3% 888 $329K
Brighton Securities Corp. 0.16% Add +9.9% 884 $328K
Smith Thornton Advisors LLC 0.20% No change 881 $327K
Corepath Wealth Partners LLC 0.31% Reduce -0.2% 928 $326K
Fortress Financial Group, LLC 0.32% No change 876 $325K
Verde Capital Management 0.09% No change 876 $325K
Blue Oak Capital, LLC 0.18% Reduce -29.7% 875 $324K
Client 1ST Advisory Group, LLC 0.13% No change 874 $324K
Carr Financial Group Corp 0.11% No change 873 $324K
Perkins Coie Trust Co 0.07% No change 872 $323K
Moser Wealth Advisors, LLC 0.17% Add +40.5% 871 $323K
Colony Family Offices, LLC 0.10% Reduce -41.2% 871 $323K
Beacon Financial Planning, Inc. 0.18% Add +0.1% 868 $322K
Cascade Investment Group, Inc. 0.25% No change 866 $321K
Opes Wealth Management LLC 0.06% No change 866 $321K
Wells Trecaso Financial Group, LLC 0.11% Add +0.7% 863 $320K
Truvestments Capital LLC 0.07% Add +0.2% 862 $319K
Taylor & Morgan Wealth Management, LLC 0.24% No change 861 $319K
Wealthcare Capital Partners, LLC 0.16% Add +10.7% 861 $319K
Foundation Wealth Management, LLC\PA 0.15% No change 860 $319K
Dividend Assets Capital, LLC 0.06% No change 860 $319K
Fiduciary Family Office, LLC 0.11% New 855 $317K
Sulzberger Capital Advisors, Inc. 0.42% Reduce -11.5% 854 $317K
FLP Wealth Management, LLC 1.00% Reduce -42.2% 853 $316K
D.B. Root & Company, LLC 0.10% Add +0.1% 848 $314K
Eastover Investment Advisors LLC 0.15% Reduce -7.1% 846 $314K
Naviter Wealth, LLC 0.04% Add +5.8% 842 $312K
Main Street Group, LTD 0.14% No change 842 $312K
Pullen Investment Management, LLC 0.20% No change 842 $312K
St. Clair Advisors, LLC 0.09% Reduce -37.2% 841 $312K
Financial Security Advisor, Inc. 0.08% No change 840 $312K
Morling Financial Advisors, LLC 0.11% Reduce -15.2% 840 $311K
Round Rock Advisors LLC 0.06% Add +2.7% 836 $310K
Moneywise, Inc. 0.16% Add +0.1% 836 $310K
Foundation Wealth Management, LLC 0.24% No change 834 $309K
Clare Market Investments LLC 0.08% No change 825 $306K
Enterprise Bank & Trust Co 0.12% No change 825 $306K
Melfa Wealth Management, Inc. 0.21% No change 825 $306K
Financial Freedom, LLC 0.18% Add +0.1% 824 $305K
Heritage Investment Group, Inc. 0.06% No change 823 $305K
Huntleigh Advisors, Inc. 0.05% Add +1.2% 823 $305K
Bank of Stockton 0.10% No change 820 $304K
Montecito Bank & Trust 0.05% Reduce -34.7% 820 $304K
WealthPLAN Partners, LLC 0.04% No change 819 $304K
LVM Capital Management Ltd. 0.03% Reduce -2.4% 818 $303K
Hazlett, Burt & Watson, Inc. 0.14% Reduce -3.4% 817 $302K
Moss Adams Wealth Advisors LLC 0.03% Add +5.0% 814 $302K
Briaud Financial Planning Inc 0.12% Add +441.3% 812 $301K
Brand Asset Management Group, Inc. 0.13% Add +5.6% 810 $300K
Warren Street Wealth Advisors, LLC 0.12% Reduce -9.8% 809 $300K
Dynamic Wealth Strategies, LLC 0.25% No change 808 $300K
Innova Wealth Partners 0.19% No change 806 $299K
Matisse Capital 0.16% No change 804 $298K
Divergent Planning, LLC 0.10% No change 790 $298K
Safeguard Investment Advisory Group, LLC 0.08% Add +0.1% 803 $298K
Jackson Thornton Wealth Management, LLC 0.04% Add +25.9% 846 $298K
Alaethes Wealth, LLC 0.11% Add +48.5% 802 $297K
James J. Burns & Company, LLC 0.05% Add +1.6% 802 $297K
Adapt Wealth Advisors, LLC 0.14% No change 801 $297K
Dale Q Rice Investment Management Ltd 0.15% New 800 $297K
JARISLOWSKY, FRASER Ltd 0.00% New 800 $297K
Coston, McIsaac & Partners 0.09% Add +2.4% 798 $296K
Resolute Wealth Strategies, LLC 0.16% Add +0.1% 796 $295K
IRON Financial LLC 0.17% Add +0.1% 796 $295K
Prairie Sky Financial Group LLC 0.17% No change 794 $294K
Fiduciary Advisors, Inc. 0.29% Add +0.1% 793 $294K
Sather Financial Group Inc 0.02% No change 792 $294K
Anson Capital, Inc. 0.25% No change 789 $293K
Tempus Wealth Planning, LLC 0.09% Add +2.6% 788 $292K
Awm Capital, LLC 0.03% New 787 $292K
Oak Wealth Advisors LLC 0.21% No change 783 $290K
Chesapeake Wealth Management 0.10% Add +18.1% 783 $290K
Sterling Group Wealth Management, LLC 0.16% Add +1.4% 782 $290K
MGB Wealth Management, LLC 0.10% Reduce -91.5% 780 $289K
Summit X, LLC 0.06% New 778 $288K
Wealth Quarterback LLC 0.16% Reduce -7.0% 778 $288K
CPC Advisors, LLC 0.04% No change 774 $287K
Hamilton Wealth, LLC 0.07% Reduce -27.5% 773 $287K
Howe & Rusling Inc. 0.02% Add +54.8% 771 $286K
TFC Financial Management, Inc. 0.04% No change 770 $286K
Wealth Group, Ltd. 0.18% Reduce -2.8% 768 $285K
Sentinel Trust Co. Lba 0.03% No change 769 $285K
Copperwynd Financial, LLC 0.08% Add +34.1% 767 $284K
Cascade Investment Advisors, Inc. 0.19% No change 764 $283K
Integrity Investment Advisors, LLC 0.26% — 762 $283K
Nicholson Meyer Capital Management, Inc. 0.26% — 761 $282K
Mystic Asset Management, Inc. 0.07% No change 760 $282K
Wisconsin Wealth Advisors, LLC 0.40% Add +21.8% 759 $282K
Essex Bank 0.07% Add +12.8% 758 $281K
Ameriflex Group, Inc. 0.11% Reduce -21.4% 758 $281K
Abacus Planning Group, Inc. 0.05% No change 756 $281K
Burns J W & Co. Inc. 0.04% Add +37.7% 756 $280K
Trevian Wealth Management LLC 0.20% No change 754 $280K
Fortress Private Ledger, LLC 0.16% Add +13.2% 754 $280K
Armstrong, Fleming & Moore, Inc 0.34% New 754 $280K
Investment Partners, LTD. 0.12% No change 751 $279K
Cannon Wealth Management Services, LLC 0.25% No change 722 $278K
TOWER TRUST & INVESTMENT Co 0.22% — 734 $278K
New Hampshire Trust 0.06% New 747 $277K
Nikulski Financial, Inc. 0.08% No change 746 $277K
TCP Asset Management, LLC 0.06% New 746 $277K
McDonald Partners LLC 0.07% Add +8.1% 745 $276K
McDonough Capital Management, Inc 0.18% Add +19.0% 745 $276K
JDM Financial Group LLC 0.14% No change 744 $276K
Croban 0.25% Add +1.1% 743 $276K
Next Level Wealth Planning, LLC 0.21% New 741 $275K
ARS Wealth Advisors Group, LLC 0.04% Add +15.8% 740 $274K
SilverOak Wealth Management LLC 0.06% No change 737 $273K
Vermillion Wealth Management, Inc. 0.08% Add +0.1% 735 $273K
Meridian Financial Partners LLC 0.14% Reduce -17.8% 733 $272K
Meridian Wealth Partners, LLC 0.04% Reduce -15.6% 732 $271K
Schulz Wealth, LTD. 0.21% Reduce -0.7% 732 $271K
Castleview Partners, LLC 0.18% Add +1162.1% 732 $271K
Total Clarity Wealth Management, Inc. 0.09% No change 661 $271K
Abound Wealth Management 0.09% Add +7.0% 731 $271K
Janus Henderson Group PLC 0.00% Reduce -75.3% 730 $271K
Beaird Harris Wealth Management, LLC 0.02% No change 728 $270K
Silver Oak Wealth Advisors Services, LLC 0.24% No change 726 $269K
Portland Global Advisors LLC 0.03% Reduce -2.4% 725 $269K
LBJ Family Wealth Advisors, Ltd. 0.17% No change 720 $267K
Aspiring Ventures, LLC 0.16% No change 693 $267K
John W. Brooker & Co., CPAs 0.11% Reduce -28.0% 717 $266K
Cathy Pareto & Associates, Inc. 0.23% Reduce -12.1% 715 $265K
Foresight Capital Management Advisors, Inc. 0.16% Reduce -2.9% 714 $265K
Heritage Trust Co 0.03% No change 713 $264K
LMCG Investments, LLC 0.02% New 713 $264K
First Interstate Bank 0.02% Reduce -20.6% 713 $264K
Midland Wealth Advisors, LLC 0.02% Reduce -14.8% 711 $264K
Patten Group, Inc. 0.06% No change 710 $263K
Tolleson Wealth Management, Inc. 0.05% No change 705 $261K
Atticus Wealth Management, LLC 0.09% No change 702 $260K
Legacy Wealth Asset Management, LLC 0.07% No change 702 $260K
LGL Partners, LLC 0.13% Add +0.1% 700 $260K
Ironwood Investment Counsel, LLC 0.04% No change 696 $258K
Seek First Inc. 0.23% — 696 $258K
JGP Wealth Management, LLC 0.03% Add +2.2% 691 $256K
one8zero8, LLC 0.06% Reduce -6.6% 691 $256K
Select Asset Management & Trust 0.10% No change 690 $256K
TCV Trust & Wealth Management, Inc. 0.02% No change 690 $256K
Hamilton Point Investment Advisors, LLC 0.05% Add +26.2% 688 $255K
Litman Gregory Wealth Management LLC 0.02% No change 687 $255K
Intellus Advisors LLC 0.04% No change 687 $255K
Veracity Capital LLC 0.10% Reduce -1.7% 687 $255K
MPS Loria Financial Planners, LLC 0.08% Reduce -1.9% 686 $254K
Retirement Solution LLC 0.07% Add +4.9% 685 $254K
Marshall Investment Management, LLC 0.16% Reduce -50.3% 685 $254K
Lineweaver Wealth Advisors, LLC 0.04% Add +0.1% 681 $253K
Phoenix Wealth Advisors 0.11% No change 681 $253K
Seneca House Advisors 0.11% No change 678 $251K
Etesian Wealth Advisors, Inc. 0.11% Reduce -0.1% 678 $251K
Lifestyle Asset Management, Inc. 0.14% Add +2.6% 677 $251K
My Personal CFO, LLC 0.13% Add +0.1% 675 $250K
Lesa Sroufe & Co 0.25% — 609 $250K
Seven Mile Advisory 0.17% No change 673 $250K
Laffer Tengler Investments, Inc. 0.07% No change 671 $249K
Wealthgarden F.S. LLC 0.24% Reduce -7.6% 670 $248K
Evernest Financial Advisors, LLC 0.09% Reduce -42.2% 670 $248K
Gilman Hill Asset Management, LLC 0.04% New 669 $248K
Jamison Private Wealth Management, Inc. 0.04% No change 665 $247K
Williamson Legacy Group, LLC 0.23% Reduce -13.8% 660 $245K
Legacy PCG, LLC 0.17% No change 659 $244K
Naples Global Advisors, LLC 0.02% Add +0.8% 659 $244K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -6.4% 657 $244K
Rockline Wealth Management, LLC 0.07% Add +1.6% 656 $243K
Forefront Wealth Partners, LLC 0.17% New 656 $243K
NBT Bank, N.A. 0.02% Add +221.7% 653 $242K
Columbia Bank 0.08% New 652 $242K
Maxele Advisors, LLC 0.23% Reduce -4.8% 650 $241K
Tucker Asset Management LLC 0.08% Reduce -46.5% 650 $241K
Wealth Advisors Northwest LLC 0.15% New 646 $240K
RFG Holdings, Inc. 0.08% Add +0.6% 645 $239K
Old Port Advisors 0.07% Reduce -45.1% 645 $239K
Cookson Peirce & Co. Inc. 0.01% Add +20.1% 645 $239K
PTM Wealth Management, LLC 0.25% — 724 $239K
Peregrine Asset Advisers, Inc. 0.09% Add +4.7% 642 $238K
Grey Ledge Advisors, LLC 0.06% Reduce -12.8% 642 $238K
Power Wealth Management LLC 0.10% Reduce -10.1% 639 $237K
Brown, Lisle/Cummings, Inc. 0.07% No change 639 $237K
ABLE Financial Group, LLC 0.07% Reduce -1.7% 639 $237K
Private Wealth Management Group, LLC 0.09% Add +50.8% 638 $237K
Physician Wealth Solutions Inc. 0.12% No change 637 $236K
Saxony Capital Management, LLC 0.21% Reduce -39.3% 634 $235K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 665 $235K
DecisionMap Wealth Management, LLC 0.18% Add +15.7% 633 $235K
Priebe Wealth Holdings LLC 0.15% No change 633 $235K
American Financial Advisors, LLC 0.03% No change 631 $234K
Inspire Advisors, LLC 0.03% Reduce -2.3% 631 $234K
L.K. Benson & Company, P.C. 0.16% No change 627 $232K
DBK Financial Counsel, LLC 0.23% Reduce -15.2% 626 $232K
Orleans Capital Management Corp. 0.14% Reduce -40.2% 625 $232K
Capital City Trust Co. 0.06% Reduce -11.3% 625 $232K
Lazari Capital Management, Inc. 0.09% No change 622 $231K
Harbour Investment Management LLC 0.10% No change 622 $231K
Pure Portfolios Holdings LLC 0.08% Reduce -14.6% 622 $231K
Fagan Associates, Inc. 0.04% No change 622 $231K
Charles Schwab Trust Co 0.02% Reduce -54.3% 621 $230K
MY Wealth Management Inc. 0.22% No change 621 $230K
Koss-Olinger Consulting, LLC 0.02% New 620 $230K
Park Capital Management, LLC / WI 0.27% No change 620 $230K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -53.5% 620 $230K
Brave Asset Management Inc. 0.07% No change 618 $229K
Old Mission Capital LLC 0.00% New 618 $229K
1ST Source Bank 0.01% Add +10.2% 614 $228K
Millstone Evans Group, LLC 0.15% Add +16.5% 613 $227K
Cadent Capital Advisors, LLC 0.09% No change 612 $227K
Waddell & Associates, LLC 0.03% Add +18.1% 612 $227K
Fort Point Capital Partners LLC 0.03% No change 609 $226K
Valley Financial Group, Inc. 0.15% Reduce -0.5% 609 $226K
Pennsylvania Capital Management Inc. 0.08% No change 609 $226K
Spirepoint Private Client, LLC 0.03% New 609 $226K
Ridgecrest Wealth Partners, LLC 0.12% No change 608 $225K
Guidance Point Advisors, LLC 0.07% Add +6.5% 606 $225K
Fairman Group, LLC 0.21% Add +0.2% 548 $225K
Stillwater Capital Advisors, LLC 0.03% No change 605 $224K
Balboa Wealth Partners 0.05% New 605 $224K
Parker Investment Management, LLC 0.04% No change 598 $222K
Columbus Macro, LLC 0.03% No change 598 $222K
SC&H Financial Advisors, Inc. 0.04% No change 596 $221K
LongView Asset Management LLC 0.19% No change 596 $221K
Heritage Investors Management Corp. 0.01% No change 595 $221K
Stegner Investment Associates Inc. 0.15% No change 595 $221K
Home Federal Bank of Tennessee 0.07% No change 594 $220K
Post Resch Tallon Group Inc. 0.23% No change 594 $220K
East Coast Asset Management, LLC. 0.08% No change 593 $220K
O'ROURKE & COMPANY, Inc 0.11% No change 592 $220K
Wealth Management Nebraska 0.03% No change 534 $219K
Secured Retirement Advisors, LLC 0.14% No change 589 $218K
Bell Investment Advisors, Inc 0.04% No change 587 $218K
Virtue Capital Management, LLC 0.03% New 587 $217K
Clarity Wealth Development LLC 0.24% Reduce -4.5% 574 $217K
Encompass More Asset Management 0.06% Reduce -92.2% 585 $217K
Stephenson & Company, Inc. 0.14% No change 585 $217K
QTR Family Wealth, LLC 0.16% — 584 $216K
Pinnacle Financial Group, LLC / IL 0.08% New 583 $216K
Van Cleef Asset Management,Inc 0.02% Reduce -16.9% 582 $216K
Baron Financial Group, LLC 0.14% Reduce -14.7% 581 $215K
Blackston Financial Advisory Group, LLC 0.15% New 581 $215K
Arcadia Wealth Management, Inc. 0.17% No change 580 $215K
Paragon Advisors, LLC 0.08% No change 580 $215K
American Money Management, LLC 0.04% Add +17.0% 577 $214K
Oxler Private Wealth LLC 0.08% Add +0.2% 577 $214K
Washington Trust Bank 0.02% No change 576 $214K
Highland Capital Management, LLC 0.01% Reduce -33.1% 575 $213K
City National Bank of Florida 0.19% No change 575 $213K
New Insight Wealth Advisors 0.10% No change 573 $212K
Accelerate Investment Advisors LLC 0.18% Reduce -49.5% 572 $212K
Princeton Capital Management LLC 0.07% Add +1.2% 572 $212K
Sonata Capital Group Inc. 0.09% No change 573 $212K
Wambolt & Associates, LLC 0.07% No change 566 $212K
Traveka Wealth, LLC 0.12% No change 570 $211K
Janney Capital Management LLC 0.01% No change 569 $211K
5th Street Advisors, LLC 0.10% New 569 $211K
Stonehearth Capital Management, LLC 0.09% Add +3.8% 569 $211K
Rothschild Wealth LLC 0.06% New 569 $211K
Meriwether Wealth & Planning, LLC 0.14% Reduce -16.8% 568 $211K
KFG Wealth Management, LLC 0.04% Reduce -9.4% 567 $210K
Nottingham Advisors, Inc. 0.03% No change 566 $210K
Gen-Wealth Partners Inc 0.09% Reduce -2.4% 566 $210K
Joseph P. Lucia & Associates, LLC 0.10% No change 565 $210K
Kirtland Hills Capital Management, LLC 0.13% New 594 $209K
Great Point Wealth Advisors, LLC 0.05% No change 564 $209K
McCarthy & Cox 0.09% New 562 $208K
Family Capital Management, Inc. 0.13% Reduce -11.3% 560 $208K
Stordahl Capital Management, Inc. 0.05% Reduce -12.9% 560 $208K
Bensler, LLC 0.03% Reduce -18.8% 560 $208K
Essential Planning, LLC. 0.08% Reduce -98.5% 559 $207K
Douglass Winthrop Advisors, LLC 0.00% Reduce -3.6% 558 $207K
Ascentis Wealth Management, LLC 0.07% Add +58.9% 553 $207K
Yarger Wealth Strategies, LLC 0.12% Reduce -41.5% 556 $206K
Advus Financial Partners, LLC 0.06% Reduce -0.7% 556 $206K
Twin Peaks Wealth Advisors, LLC 0.09% New 568 $206K
Vident Advisory, LLC 0.00% Reduce -81.8% 551 $204K
Magnolia Private Wealth, LLC 0.17% No change 551 $204K
Oak Asset Management, LLC 0.07% No change 551 $204K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -15.5% 551 $204K
Morangie Management LLC 0.20% No change 550 $204K
Sensible Money, LLC 0.09% Reduce -18.1% 550 $204K
Financial Council, LLC 0.11% Reduce -8.1% 548 $203K
Frisch Financial Group, Inc. 0.06% Reduce -0.4% 548 $203K
David J Yvars Group 0.16% No change 547 $203K
Corundum Group, Inc. 0.10% Reduce -0.4% 547 $203K
Investment Partners Asset Management, Inc. 0.16% Add +0.6% 546 $202K
CJM Wealth Advisers, Ltd. 0.07% Reduce -8.4% 546 $202K
Summit Investment Advisors, Inc. 0.18% No change 527 $202K
True North Advisors, LLC 0.04% Add +9.5% 544 $202K
J. Safra Sarasin Holding AG 0.00% Reduce -15.8% 544 $202K
MeadowBrook Investment Advisors LLC 0.19% No change 540 $200K
LVZ, Inc. 0.03% No change 540 $200K
Tortoise Investment Management, LLC 0.02% No change 539 $200K
MorganRosel Wealth Management, LLC 0.06% Reduce -5.5% 535 $198K
Anderson Financial Strategies, LLC 0.12% New 528 $196K
Advyzon Investment Management, LLC 0.07% Reduce -61.5% 527 $196K
Richardson Capital Management LLC 0.12% Add +29.9% 526 $195K
Stonebridge Financial Group, LLC 0.02% Add +18.6% 524 $194K
Topsail Wealth Management, LLC 0.04% No change 522 $194K
West Paces Advisors Inc. 0.04% Add +1.0% 506 $188K
Ameritas Investment Partners, Inc. 0.01% Add +204.9% 500 $185K
Albion Financial Group 0.01% Reduce -21.8% 494 $183K
Sachetta, LLC 0.07% Reduce -13.3% 484 $180K
EPG Wealth Management LLC 0.05% No change 479 $178K
Tidemark, LLC 0.06% No change 473 $175K
Roxbury Financial LLC 0.17% Add +66.2% 427 $173K
SJS Investment Consulting Inc. 0.03% No change 467 $173K
Winnacle Wealth LLC 0.16% No change 461 $171K
Atwood & Palmer Inc. 0.01% No change 460 $171K
Federation des caisses Desjardins du Quebec 0.00% Add +50.5% 459 $170K
Trifecta Capital Advisors, LLC 0.04% Add +305.3% 458 $170K
Security National Bank 0.03% No change 450 $167K
High Note Wealth, LLC 0.04% No change 439 $163K
Rossby Financial, LCC 0.07% New 426 $160K
Rakuten Securities, Inc. 0.08% Reduce -10.3% 429 $159K
Lowe Wealth Advisors, LLC 0.07% No change 429 $159K
Integrity Financial Corp 0.09% Add +21.8% 425 $158K
Duncker Streett & Co. Inc. 0.03% No change 421 $156K
Maryland Capital Advisors Inc. 0.07% No change 421 $156K
Crewe Advisors LLC 0.02% No change 416 $154K
PrairieView Partners, LLC 0.02% No change 409 $151K
Clean Yield Group 0.05% No change 404 $150K
Opal Wealth Advisors, LLC 0.05% New 401 $149K
Atlas Capital Advisors Inc. 0.02% No change 392 $145K
Arlington Trust Co LLC 0.03% Add +4155.6% 383 $142K
American National Bank & Trust 0.02% Reduce -10.3% 383 $142K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -68.1% 362 $134K
Bangor Savings Bank 0.01% No change 360 $133K
Cary Street Partners Investment Advisory LLC 0.08% Add +311.6% 354 $131K
Fairway Wealth LLC 0.05% Add +3.2% 354 $131K
C M Bidwell & Associates Ltd. 0.08% No change 351 $130K
LGT Financial Advisors LLC 0.40% No change 349 $130K
First Financial Corp. 0.06% No change 348 $129K
McClarren Financial Advisors, Inc. 0.08% New 1,112 $125K
Sittner & Nelson, LLC 0.05% Add +11.8% 331 $123K
Founders Capital Management 0.08% No change 324 $120K
Brooklyn Investment Group 0.03% Add +72.2% 322 $119K
Grand Wealth Management, LLC 0.07% Add +19.3% 321 $119K
Union Savings Bank 0.06% No change 316 $117K
Citizens National Bank Trust Department 0.02% New 313 $116K
Comprehensive Financial Planning, Inc. 0.11% No change 312 $116K
Pin Oak Investment Advisors Inc. 0.09% No change 309 $114K
Capital Investment Counsel, Inc 0.02% No change 298 $111K
Transce3nd, LLC 0.05% Reduce -69.1% 295 $109K
Godsey & Gibb, Inc. 0.01% Add +44.6% 295 $109K
Valley Wealth Managers, Inc. 0.01% No change 293 $109K
Cypress Capital Management LLC (WY) 0.13% New 290 $108K
Wolff Wiese Magana LLC 0.07% No change 285 $106K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 284 $105K
Proathlete Wealth Management LLC 0.04% New 284 $105K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $102K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $101K
Bernard Wealth Management Corp. 0.05% No change 269 $100K
Elevate Wealth Advisory, Inc. 0.07% Reduce -6.7% 263 $98K
Kimelman & Baird, LLC 0.01% No change 261 $97K
Physician Wealth Advisors, Inc. 0.02% No change 258 $96K
Cordant, Inc. 0.05% New 254 $94K
Running Point Capital Advisors, LLC 0.03% Add +16.7% 251 $93K
Knuff & Co LLC 0.03% New 250 $93K
Clearstead Trust, LLC 0.02% No change 246 $91K
Paladin Advisory Group, LLC 0.07% Add +400.0% 245 $91K
Cloud Capital Management, LLC 0.06% — 242 $89K
Safe Harbor Fiduciary, LLC 0.09% No change 240 $89K
Reyes Financial Architecture, Inc. 0.06% New 234 $87K
Atlantic Edge Private Wealth Management, LLC 0.03% Reduce -94.8% 227 $84K
Barclays PLC 0.00% Reduce -97.6% 227 $84K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 226 $84K
Hopwood Financial Services, Inc. 0.06% Reduce -12.9% 223 $83K
Insight Inv LLC 0.06% No change 223 $83K
Investors Research Corp 0.02% Add +8.3% 221 $82K
Financial Management Professionals, Inc. 0.01% New 220 $82K
Delta Asset Management LLC 0.01% No change 220 $82K
Kozak & Associates, Inc. 0.02% No change 217 $79K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.0% 201 $75K
Luken Investment Analytics, LLC 0.03% No change 200 $74K
Elite Financial, Inc. 0.04% New 201 $74K
GW&K Investment Management, LLC 0.00% No change 200 $74K
Tompkins Financial Corp. 0.01% Add +32.4% 180 $67K
Red Lighthouse Investment Management, LLC 0.03% Add +7.9% 191 $66K
Hoey Investments, Inc. 0.01% New 177 $66K
Tradewinds Capital Management, LLC 0.02% Add +14.0% 171 $63K
Field & Main Bank 0.02% No change 170 $63K
Bellevue Asset Management, LLC 0.03% No change 165 $61K
Dakota Community Bank & Trust NA 0.30% New 165 $61K
Cordgrass Capital Advisors, LLC 0.02% No change 165 $61K
Old Second National Bank of Aurora 0.01% Reduce -46.8% 165 $61K
City Holding Co. 0.01% Reduce -11.3% 165 $61K
MTM Investment Management, LLC 0.02% Add +35.8% 163 $61K
Morris Financial Concepts, Inc. 0.03% No change 162 $60K
Retirement Wealth Solutions LLC 0.05% Reduce -81.6% 158 $59K
Global Wealth Strategies & Associates 0.02% Reduce -18.1% 158 $59K
Kessler Investment Group, LLC 0.03% New 157 $58K
Princeton Global Asset Management LLC 0.01% No change 156 $58K
Legacy Wealth Managment, LLC 0.04% No change 151 $56K
Darwin Wealth Management, LLC 0.02% No change 132 $54K
Morton Brown Family Wealth, LLC 0.02% No change 143 $53K
Pacific Center for Financial Services 0.01% No change 139 $52K
Avondale Wealth Management 0.03% No change 133 $49K
Bear Mountain Capital, Inc. 0.02% New 129 $49K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -8.6% 127 $47K
Orion Capital Management LLC 0.02% No change 127 $47K
Redwood Park Advisors LLC 0.04% No change 124 $46K
Richards, Merrill & Peterson, Inc. 0.02% Add +4.3% 121 $45K
True Wealth Design, LLC 0.02% New 120 $44K
SYM FINANCIAL Corp 0.01% No change 120 $44K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $43K
Aventura Private Wealth, LLC 0.02% No change 113 $42K
Frazier Financial Advisors, LLC 0.03% Reduce -11.1% 112 $42K
Monetary Management Group Inc. 0.01% Reduce -12.0% 110 $41K
Concord Wealth Partners 0.01% Add +2.0% 104 $39K
TruNorth Capital Management, LLC 0.01% No change 104 $39K
Compass Wealth Management LLC 0.01% No change 103 $38K
Stone House Investment Management, LLC 0.01% New 102 $38K
Rosenberg Matthew Hamilton 0.01% No change 101 $37K
Versant Capital Management, Inc 0.01% No change 100 $37K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $37K
Barnes Dennig Private Wealth Management LLC 0.06% — 98 $36K
Arvest Investments, Inc. 0.01% No change 98 $36K
MPWM Advisory Solutions, LLC 0.03% No change 96 $36K
New England Capital Financial Advisors LLC 0.02% No change 95 $35K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 92 $34K
Putney Financial Group LLC 0.04% No change 90 $33K
Ulland Investment Advisors, LLC 0.03% No change 90 $33K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 88 $33K
Davis Capital Management 0.03% Add +6.0% 88 $33K
Rice Partnership, LLC 0.01% Add +29.9% 87 $32K
Hager Investment Management Services, LLC 0.02% New 84 $31K
Costello Asset Management, INC 0.01% New 82 $31K
Keener Financial Planning LLC 0.02% No change 83 $30K
Cardinal Strategic Wealth Guidance 0.01% No change 80 $30K
Prudent Man Investment Management, Inc. 0.02% No change 72 $30K
Smallwood Wealth Investment Management, LLC 0.02% New 78 $29K
Allianz SE 0.00% New 77 $29K
Resources Management Corp. /CT/ 0.00% Reduce -25.0% 75 $28K
New Millennium Group LLC 0.02% Reduce -21.1% 71 $26K
Tower Research Capital LLC (TRC) 0.00% Reduce -98.2% 70 $26K
HighMark Wealth Management LLC 0.01% Add +32.0% 66 $25K
Riverview Trust Co 0.02% No change 64 $24K
Accredited Wealth Management, LLC 0.02% No change 63 $23K
Vermillion & White Wealth Management Group, LLC 0.02% Add +577.8% 61 $23K
Family Manage LLC 0.00% No change 60 $22K
AllSquare Wealth Management LLC 0.01% No change 56 $21K
Curio Wealth, LLC 0.01% Reduce -97.9% 1 $19K
Kiker Wealth Management, LLC 0.01% No change 52 $19K
Crowley Wealth Management, Inc. 0.02% No change 50 $19K
Peachtree Investment Partners, LLC 0.01% Add +56.3% 50 $19K
Optimum Investment Advisors 0.01% No change 46 $17K
Towne Trust Company, N.A 0.01% No change 46 $17K
North Capital, Inc. 0.02% — 45 $17K
Kentucky Trust Co 0.01% No change 45 $17K
Blume Capital Management, Inc. 0.00% No change 45 $17K
Y.D. More Investments Ltd 0.00% No change 44 $16K
Centricity Wealth Management, LLC 0.01% No change 43 $16K
TCTC Holdings, LLC 0.00% No change 42 $16K
Painted Porch Advisors LLC 0.01% Add +20.6% 41 $15K
Sherman Asset Management, Inc. 0.01% No change 41 $15K
Wood Tarver Financial Group, LLC 0.00% No change 40 $15K
MJT & Associates Financial Advisory Group, Inc. 0.01% — 40 $14K
ROSS\JOHNSON & Associates LLC 0.24% Add +2.8% 37 $14K
Clark Wealth Partners 0.01% Reduce -5.1% 37 $14K
Nova Wealth Management, Inc. 0.01% Reduce -13.5% 32 $12K
Central Pacific Bank - Trust Division 0.00% No change 31 $11K
First Community Trust NA 0.01% New 30 $11K
Evelyn Partners Asset Management Ltd 0.00% No change 27 $10K
Van Den Berg Management I, Inc. 0.00% Reduce -10.3% 26 $10K
Pineridge Advisors LLC 0.00% Reduce -90.3% 25 $9K
Sterling Capital Management LLC 0.00% No change 25 $9K
Chesapeake Asset Management LLC 0.01% No change 25 $9K
DecisionPoint Financial, LLC 0.00% No change 23 $9K
Peoples Bank 0.01% No change 22 $8K
Raffa Wealth Management, LLC 0.00% No change 22 $8K
Anfield Capital Management, LLC 0.00% No change 21 $8K
Mechanics Financial Corp 0.00% New 20 $7K
SIMA Wealth Partners, LLC 0.01% No change 17 $6K
NWK Group, Inc. 0.00% No change 17 $6K
Front Row Advisors LLC 0.00% No change 17 $6K
PFC Capital Group, Inc. 0.00% New 18 $6K
Vision Financial Markets LLC 0.00% Reduce -7.7% 12 $5K
Rogco, LP 0.00% Add +140.0% 12 $4K
Aspect Partners, LLC 0.00% New 11 $4K
Byrne Asset Management LLC 0.00% No change 10 $4K
Perritt Capital Management Inc 0.00% New 10 $4K
PFG Private Wealth Management, LLC 0.00% No change 9 $3K
Roble, Belko & Company, Inc 0.00% Add +600.0% 7 $3K
Global Trust Asset Management, LLC 0.00% Reduce -91.5% 7 $3K
ARK Investment Management 0.00% Reduce -98.9% 4 $2K
Spurstone Advisory Services, LLC 0.03% No change 4 $1K
Luminist Capital LLC 0.00% No change 3 $1K
SWAN Capital LLC 0.00% New 3 $1K
Capital A Wealth Management, LLC 0.00% Reduce -95.2% 2 $742
Ruedi Wealth Management, Inc. 0.00% No change 2 $742
POM Investment Strategies, LLC 0.00% No change 1 $371

"% 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.