Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q2 2025 (June 30)
2,500holders +49
144new positions
90sold out
7famous investors
$436.60avg. 13F price*

At the end of Q2 2025, 2,500 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 49 from Q1 2025. 144 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($21.7B), Jones Financial Companies LLLP ($15.3B) and Morgan Stanley ($6.4B). 7 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions144$314.5M
Exits90$410.6M

All 13F filers, Q1 2025 → Q2 2025: 11,357,483 shares bought and 6,021,053 shares sold, net +5,336,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,500 holders

Bank of America Corp. 1.75% Add +1.8% 49,386,990 $21.7B
Jones Financial Companies LLLP 11.60% Add +8.6% 35,058,923 $15.3B
Morgan Stanley 0.42% Add +3.8% 14,559,215 $6.4B
Envestnet Asset Management Inc. 1.04% Add +1.0% 8,127,139 $3.6B
Financial Engines Advisors L.L.C. 6.35% Reduce -0.7% 7,251,506 $3.2B
UBS Group AG 0.54% Add +0.7% 5,916,441 $2.6B
LPL Financial LLC 0.78% Add +7.5% 5,335,797 $2.3B
Wells Fargo & Company 0.40% Add +5.1% 4,121,901 $1.8B
Ameriprise Financial Inc. 0.42% Add +0.4% 3,886,118 $1.7B
Tiaa Trust, National Association 4.13% Reduce -0.0% 3,619,723 $1.6B
EP Wealth Advisors, LLC 9.98% Add +3.8% 3,463,113 $1.5B
FMR LLC 0.07% Reduce -4.3% 2,689,800 $1.2B
Mill Creek Capital Advisors, LLC 24.88% Reduce -2.3% 2,559,774 $1.1B
Raymond James Financial Inc. 0.37% Reduce -6.3% 2,471,481 $1.1B
PNC Financial Services Group, Inc. 0.66% Add +0.4% 2,329,175 $1.0B
Rwa Wealth Partners, LLC 11.94% Reduce -12.3% 2,176,216 $954.1M
Royal Bank of Canada 0.17% Add +1.8% 2,043,290 $895.8M
Bank of New York Mellon Corp 0.16% Reduce -2.0% 1,956,214 $857.6M
Commonwealth Equity Services, LLC 1.04% Reduce -3.4% 1,792,600 $785.9M
Mariner, LLC 1.13% Add +2.3% 1,786,816 $783.3M
Northwestern Mutual Wealth Management Co. 0.57% Add +2.2% 1,785,539 $782.8M
D.A. Davidson & Co. 5.43% Add +2.6% 1,758,337 $770.9M
JPMorgan Chase & Co. 0.05% Reduce -3.6% 1,731,734 $759.2M
HighTower Advisors, LLC 0.85% Add +5.0% 1,552,072 $680.4M
Captrust Financial Advisors 1.45% Add +3.6% 1,486,447 $651.7M
Sei Investments Co. 0.75% Reduce -3.9% 1,468,303 $643.7M
Provida Pension Fund Administrator 11.26% Add +2.2% 1,417,518 $621.5M
Cetera Investment Advisers 0.98% Add +18.4% 1,326,314 $581.5M
Balentine LLC 22.28% Reduce -0.2% 1,305,513 $572.3M
Performance Wealth Partners, LLC 18.10% Reduce -0.1% 1,290,691 $565.8M
Modera Wealth Management, LLC 6.49% Add +1.4% 1,195,224 $524.0M
Goldman Sachs Group Inc. 0.08% Reduce -19.2% 1,185,089 $519.5M
Two Sigma Investments, LP 0.86% Add +2.1% 1,042,900 $457.2M
Mission Wealth Management, LP 9.88% Add +3.7% 1,033,308 $453.0M
Truist Financial Corp. 0.66% Add +3.9% 1,030,654 $451.8M
Choreo, LLC 6.27% Add +0.0% 1,024,392 $449.6M
Signature Estate & Investment Advisors LLC 10.35% Add +15.3% 1,022,867 $448.4M
Osaic Holdings, Inc. 0.72% Add +17.8% 924,632 $402.2M
CBIZ Investment Advisory Services, LLC 17.55% Add +4.1% 903,783 $396.2M
Wealthspire Advisors, LLC 2.21% Reduce -2.5% 896,976 $393.2M
Citigroup Inc. 0.27% Add +38.5% 871,186 $381.9M
Moneta Group Investment Advisors LLC 4.54% Add +7.4% 869,661 $381.3M
Equitable Holdings, Inc. 3.07% Add +1.2% 849,857 $372.6M
Merit Financial Group, LLC 4.00% Add +73.9% 817,453 $358.4M
MML Investors Services, LLC 0.99% Add +7.7% 785,410 $344.3M
Northeast Financial Consultants Inc 13.89% Add +0.6% 774,827 $339.7M
Stifel Financial Corp. 0.31% Add +0.5% 735,886 $322.7M
Alliancebernstein L.P. 0.10% Add +142.2% 722,843 $316.9M
Sanctuary Advisors, LLC 1.95% Reduce -2.8% 718,677 $315.1M
Waverly Advisors, LLC 3.45% Add +5.9% 716,569 $314.1M
Lincoln National Corp. 9.28% Add +0.2% 698,089 $306.0M
Natixis Advisors, LLC 0.48% Add +20.2% 694,588 $304.5M
Charles Schwab Investment Management Inc. 0.05% Reduce -9.0% 686,901 $301.1M
Avantax Advisory Services, Inc. 1.63% Add +0.4% 676,316 $296.5M
Wealth Enhancement Advisory Services, LLC 0.44% Add +0.3% 601,004 $265.6M
Bell Bank 11.98% Add +4.6% 586,269 $257.0M
Cullen/Frost Bankers, Inc. 3.17% Reduce -1.7% 576,028 $252.5M
Waldron Private Wealth LLC 10.69% Add +4.0% 558,569 $245.2M
Money Design Co.,Ltd. 11.99% Add +2.1% 554,153 $242.9M
Focus Partners Wealth 0.53% Add +2.6% 554,038 $242.9M
Mather Group, Llc. 2.57% Add +3.3% 548,423 $240.4M
Cwm, LLC 0.82% Add +0.0% 532,190 $233.3M
United Capital Financial Advisors, LLC 1.88% Add +0.2% 531,327 $232.9M
Retirement Investment Advisors, Inc. 20.90% Add +5.1% 529,933 $232.3M
Assetmark, Inc. 0.53% Reduce -1.6% 514,034 $225.4M
Kestra Advisory Services, LLC 1.09% Add +11.6% 507,886 $222.7M
Cambridge Investment Research Advisors, Inc. 0.64% Add +5.5% 482,195 $211.4M
Coldstream Capital Management Inc. 3.43% Add +61.5% 477,680 $209.5M
Corient Private Wealth LP 0.28% Reduce -23.9% 473,262 $207.5M
Baird Financial Group, Inc. 0.36% Add +1.9% 469,987 $206.0M
Garde Capital, Inc. 10.83% Reduce -2.7% 461,551 $202.3M
Avior Wealth Management, LLC 6.77% Add +0.4% 447,094 $195.9M
Private Advisor Group, LLC 1.03% Add +0.6% 438,014 $192.0M
Truepoint, Inc. 4.64% Add +1.8% 425,519 $186.5M
NewEdge Advisors, LLC 0.94% Add +3.1% 413,727 $181.4M
Woodmont Investment Counsel LLC 11.88% Add +2.7% 410,717 $180.1M
Invictus Private Wealth, LLC 12.27% Add +2.2% 408,774 $179.2M
BOK Financial Private Wealth, Inc. 11.72% Add +0.3% 400,378 $175.7M
Cerity Partners LLC 0.31% Add +8.6% 394,581 $173.0M
Brookstone Capital Management 2.22% Reduce -1.7% 386,221 $169.3M
Rockefeller Capital Management L.P. 0.34% Add +17.6% 356,875 $156.5M
Cornerstone Management, Inc. 27.11% Reduce -0.8% 355,735 $156.0M
Stephens Group Asset Management, LLC 10.74% Add +10.3% 340,519 $149.3M
Beacon Pointe Advisors, LLC 1.49% Add +3.9% 324,941 $142.5M
Rezny Wealth Management, Inc. 34.80% Add +1.3% 323,948 $142.0M
Mosaic Family Wealth Partners, LLC 18.02% Add +2.1% 322,237 $141.3M
Bank of Hawaii 7.45% Reduce -1.8% 321,923 $141.1M
US Bancorp \de 0.17% Reduce -1.1% 302,853 $132.8M
Permanens Capital L.P. 18.07% Reduce -14.9% 301,987 $132.5M
Howard Capital Management, LLC 1.98% Reduce -4.1% 301,367 $132.3M
Creative Planning 0.11% Reduce -0.2% 296,917 $130.2M
Betterment LLC 0.27% Add +8.5% 290,155 $127.2M
Simon Quick Advisors, LLC 6.28% Reduce -0.6% 283,250 $124.2M
Mountain Capital Investment Advisors Inc. 23.84% Add +8.1% 285,908 $124.1M
Strategies Wealth Advisors, LLC 13.17% Reduce -2.9% 274,919 $120.5M
Orion Porfolio Solutions, LLC 1.01% Add +6.3% 268,637 $117.8M
Financial Synergies Wealth Advisors, Inc. 12.38% Add +0.9% 259,284 $113.7M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.99% No change 251,650 $110.3M
Everhart Financial Group, Inc. 12.70% Add +16.8% 250,772 $109.9M
Relyea Zuckerberg Hanson LLC 12.62% Add +0.8% 245,688 $107.7M
CENTRAL TRUST Co 2.47% Add +1.0% 243,888 $106.9M
Savant Capital, LLC 0.76% Add +569.2% 241,758 $106.0M
White Lighthouse Investment Management Inc. 17.24% Add +3.6% 241,727 $106.0M
Becker Capital Management Inc. 3.27% Add +6.5% 239,068 $104.9M
Summit Financial, LLC 2.36% Add +3.4% 237,854 $104.4M
Bessemer Group Inc. 0.17% Reduce -3.4% 236,599 $103.7M
Trust Co of Tennessee 24.12% Reduce -0.3% 236,055 $103.5M
Martel Wealth Advisors LLC 18.92% Add +1.6% 232,840 $102.1M
Glenmede Investment Management, LP 0.51% — 231,372 $101.4M
Brandywine Oak Private Wealth LLC 9.29% Reduce -1.3% 228,602 $100.2M
RMR Wealth Builders 9.02% Reduce -0.2% 226,185 $99.3M
&partners 0.76% Add +8.8% 225,385 $98.9M
Steward Partners Investment Advisory, LLC 0.76% Add +1.3% 222,838 $97.7M
Pathstone Holdings, LLC 0.38% Add +38.7% 250,803 $96.8M
Kensington Asset Management, LLC 7.21% New 217,710 $95.4M
HCR Wealth Advisors 11.01% Add +2.7% 213,320 $93.5M
Cary Street Partners Financial LLC 2.56% Add +3.8% 229,222 $91.3M
Arax Advisory Partners 4.19% Add +10.9% 181,207 $91.2M
Vista Capital Partners, Inc. 9.93% Reduce -1.5% 206,957 $90.7M
Members Trust Co 3.09% Add +20.3% 204,775 $89.8M
Fifth Third Bancorp 0.31% Reduce -4.0% 203,555 $89.2M
CSM Advisors, LLC 2.58% Reduce -49.3% 201,387 $88.3M
CreativeOne Wealth, LLC 2.19% Add +3.4% 190,859 $83.7M
Blair William & Co. 0.23% Reduce -1.2% 189,300 $83.0M
Vanguard Group Inc. 0.00% Add +4.2% 186,172 $81.6M
Clark Asset Management, LLC 11.06% Add +10.3% 185,017 $81.1M
Allworth Financial LP 0.39% Add +10.1% 183,654 $80.5M
Northern Trust Corp. 0.01% Add +8.2% 182,636 $80.1M
Envestnet Portfolio Solutions, Inc. 0.29% Reduce -40.3% 182,351 $79.9M
Pasadena Private Wealth, LLC 13.65% Add +6.9% 181,691 $79.7M
Cresset Asset Management, LLC 0.40% Reduce -8.7% 180,341 $79.2M
One Day In July LLC 6.92% Add +12.0% 174,303 $76.4M
EverSource Wealth Advisors, LLC 3.45% Add +4.1% 174,226 $76.4M
Pathway Financial Advisors LLC 11.14% Add +27.2% 173,696 $76.1M
Venture Visionary Partners LLC 2.86% Add +1.9% 173,434 $76.0M
Pinnacle Financial Partners Inc 1.57% Add +1.2% 170,682 $74.8M
Crane Advisory, LLC 12.40% Reduce -9.3% 169,430 $74.8M
Atria Investments, Inc 0.88% Reduce -4.0% 169,030 $74.1M
BlueStem Wealth Partners, LLC 9.03% Reduce -29.5% 167,739 $73.5M
Sequoia Financial Advisors, LLC 0.50% Reduce -1.7% 167,223 $73.3M
Kestra Private Wealth Services, LLC 1.05% Add +4.4% 165,498 $72.6M
McIlrath & Eck, LLC 8.19% Add +3.2% 163,699 $71.8M
Signaturefd, LLC 1.22% Add +10.4% 163,029 $71.5M
Jentner Corp 18.97% Add +1.0% 161,563 $70.8M
Hirtle & Co., LLC 2.99% Reduce -2.1% 160,665 $70.4M
Stevens Capital Partners 25.25% Reduce -2.2% 154,514 $70.4M
Florida Trust Wealth Management Co 2.16% Add +0.5% 160,220 $70.2M
Janney Montgomery Scott LLC 0.18% Reduce -8.8% 158,357 $69.4M
Cahill Financial Advisors Inc. 8.40% Add +1.1% 154,319 $67.7M
Total Wealth Planning, LLC 8.52% Add +9.6% 153,771 $67.4M
Advisors Capital Management, LLC 0.94% Add +13.0% 153,529 $67.3M
Blue Edge Capital, LLC 9.96% Reduce -0.9% 152,720 $67.0M
Thrivent Financial for Lutherans 0.15% Add +121.0% 152,640 $66.9M
Chicago Partners Investment Group LLC 1.93% Reduce -0.4% 148,302 $66.8M
Sage Financial Group Inc. 4.90% Reduce -3.1% 151,378 $66.4M
Destination Wealth Management 1.91% Reduce -1.0% 148,698 $65.2M
Nadler Financial Group, Inc. 6.67% Reduce -3.0% 148,666 $65.2M
Silvercrest Asset Management Group LLC 0.43% Add +14.2% 147,468 $64.6M
Bokf, NA 1.05% Add +15.2% 147,397 $64.6M
Presilium Private Wealth, LLC 13.08% Reduce -1.8% 145,810 $63.9M
Lido Advisors, LLC 0.33% Add +109.7% 142,584 $62.5M
NorthCoast Asset Management LLC 0.27% Reduce -2.0% 142,204 $62.3M
Partners in Financial Planning 11.49% Reduce -1.8% 142,109 $62.3M
Condor Capital Management 5.39% Reduce -0.5% 141,644 $62.1M
Gleason Group, Inc. 6.71% Add +43.3% 141,219 $61.9M
Comerica Bank 0.23% Reduce -6.2% 137,652 $60.3M
Stephens Inc. 0.83% Add +3.2% 137,075 $60.1M
Trustmark Bank Trust Department 4.06% Add +4.0% 134,022 $58.8M
Trust Co 6.55% Reduce -12.9% 132,364 $58.0M
CW Advisors, LLC 0.56% Add +10.4% 132,273 $58.0M
Magnus Financial Group LLC 5.08% Add +0.8% 131,523 $57.7M
Systematic Alpha Investments, LLC 2.03% No change 130,672 $57.3M
Inspirion Wealth Advisors, LLC 7.55% Reduce -1.1% 130,095 $57.0M
Quantum Financial Planning Services, Inc. 26.56% Add +4.2% 128,706 $56.4M
DAVENPORT & Co LLC 0.31% Add +2.1% 128,005 $56.1M
Bank of Montreal 0.03% Add +3.2% 127,749 $56.0M
Principle Wealth Partners LLC 3.50% Add +2.5% 127,637 $56.0M
Affinity Capital Advisors, LLC 9.55% Reduce -0.5% 126,664 $55.5M
Strategic Investment Advisors / MI 5.30% Add +0.7% 124,270 $54.5M
TL Private Wealth 22.55% Add +1.7% 123,787 $54.3M
Connecticut Wealth Management, LLC 2.58% Add +4.8% 123,754 $54.3M
Strategic Investment Solutions, Inc. 16.12% Reduce -4.7% 121,495 $53.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.45% Reduce -0.8% 121,351 $53.2M
Brickley Wealth Management 10.37% Reduce -0.3% 120,887 $53.0M
Strata Wealth Advisors, LLC 14.42% Add +5.4% 119,330 $52.3M
First Horizon Advisors, Inc. 1.34% Add +7.3% 117,822 $51.7M
J.W. Cole Advisors, Inc. 1.10% Add +128.6% 117,772 $51.6M
Rolek Wealth Management LLC 44.31% Reduce -1.7% 116,856 $51.2M
Grey Fox Wealth Advisors, LLC 12.17% Add +4.2% 116,307 $51.0M
SP Asset Management LLC 4.20% Add +5.8% 116,169 $50.9M
Chaney Capital Management, Inc. 19.92% Add +2.3% 115,828 $50.8M
MBM Wealth Consultants, LLC 13.46% Add +1.3% 114,662 $50.3M
IFP Advisors, Inc 1.42% Reduce -29.6% 113,281 $49.7M
Summit Financial Wealth Advisors, LLC 8.83% Add +12.2% 112,259 $49.2M
Fee-Only Financial Planning, L.C. 30.10% Add +0.5% 110,916 $48.6M
CFS Investment Advisory Services, LLC 3.86% Reduce -6.3% 107,506 $47.1M
Cambridge Associates LLC /Ma/ 1.03% No change 106,315 $46.6M
Dodds Wealth, LLC 12.38% Add +265.8% 105,319 $46.2M
Golden Road Advisors LLC 30.61% Add +5.6% 104,994 $46.0M
Franklin Resources Inc. 0.01% Add +18.9% 104,680 $45.9M
Bishop & Co Investment Management, LLC 16.38% Reduce -3.1% 103,996 $45.6M
MAI Capital Management 0.31% Reduce -0.1% 103,358 $45.3M
Old Mission Investment Co LLC 12.41% Add +3.4% 103,224 $45.3M
Jacobsen Capital Management 16.52% Add +2.1% 102,375 $44.9M
Ieq Capital, LLC 0.27% Reduce -2.1% 100,281 $44.0M
Duncan Williams Asset Management, LLC 13.86% Add +3.4% 100,169 $43.9M
M&T Bank Corp 0.15% Reduce -12.0% 99,497 $43.6M
Concurrent Investment Advisors, LLC 0.85% Add +15.4% 99,487 $43.6M
Exchange Traded Concepts, LLC 0.55% New 98,865 $43.3M
B. Riley Wealth Advisors, Inc. 2.10% Reduce -29.0% 98,751 $43.3M
First Pacific Financial 6.37% Add +1.0% 98,566 $43.2M
Cornerstone Wealth Advisors, Inc. 11.17% Add +5.3% 98,550 $43.2M
Exencial Wealth Advisors, LLC 1.51% Add +2.5% 98,069 $43.0M
Global Strategic Investment Solutions, LLC 4.56% Reduce -0.4% 97,426 $42.7M
Wealthfront Advisers LLC 0.11% Add +6.9% 97,415 $42.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2.78% Reduce -3.4% 97,339 $42.7M
AQR Capital Management 0.04% Add +7.0% 96,591 $42.3M
Certified Advisory Corp 4.39% Add +0.5% 96,185 $42.2M
Foundations Investment Advisors, LLC 0.66% Add +27.5% 95,030 $41.7M
Guardian Partners Inc. 3.74% Add +576.6% 93,962 $41.6M
Wolff Financial Management LLC 10.72% Add +0.1% 94,705 $41.5M
Strategic Blueprint, LLC 1.99% Reduce -20.9% 92,481 $40.5M
Mainsail Asset Management, LLC 25.00% Add +2.0% 92,233 $40.4M
Beacon Capital Management, LLC 5.45% Reduce -8.6% 92,153 $40.4M
Nwam LLC 2.35% Reduce -2.9% 90,524 $40.4M
GenWealth Group, Inc. 8.13% Add +7.4% 91,915 $40.3M
JNBA Financial Advisors 3.85% Add +0.4% 91,250 $40.0M
Tritonpoint Wealth, LLC 3.66% Reduce -2.0% 90,188 $39.6M
Mesirow Financial Investment Management, Inc. 0.76% Add +14.7% 89,309 $39.2M
Newton One Investments LLC 12.31% Add +4.0% 89,224 $39.1M
Penserra Capital Management LLC 0.55% Add +9.3% 89,089 $39.1M
Scott Capital Advisors, LLC 10.49% Reduce -0.9% 87,531 $38.7M
AE Wealth Management LLC 0.28% Add +18.7% 86,398 $37.9M
Rise Advisors, LLC 15.02% Add +4.2% 86,306 $37.8M
Stratos Investment Management, LLC 1.72% Add +7.1% 85,637 $37.5M
Mgo One Seven LLC 1.21% Add +4.8% 85,420 $37.4M
Marino, Stram & Associates LLC 7.49% Add +12.0% 84,703 $37.1M
Retirement Planning Group, LLC 1.56% Reduce -0.2% 83,429 $36.6M
Destiny Wealth Partners, LLC 4.86% No change 82,424 $36.1M
Legacies Wealth LLC 23.94% Reduce -10.2% 82,223 $36.0M
Mitchell McLeod Pugh & Williams Inc. 6.65% Add +8.3% 81,415 $35.7M
American Investment Services, Inc. 9.10% Reduce -21.4% 81,335 $35.7M
Wealthspan Partners, LLC 14.60% Add +0.3% 80,261 $35.2M
Pure Financial Advisors, LLC 0.62% Add +1.5% 80,124 $35.1M
Sandbox Financial Partners, LLC 11.04% Add +1.4% 79,870 $35.0M
Wealth Management Strategies, Inc. 18.39% Add +14.6% 78,066 $34.2M
GoalVest Advisory LLC 8.44% Add +0.0% 77,773 $34.1M
TD Capital Management LLC 3.21% Reduce -0.6% 77,566 $34.0M
Legacy Financial Group, Inc. 10.00% Reduce -0.8% 77,187 $33.8M
Lake Street Private Wealth, LLC 4.84% Add +2.9% 77,157 $33.8M
Prospera Financial Services Inc 0.63% Add +30.2% 76,529 $33.6M
Benchmark Wealth Management, LLC 14.84% Reduce -5.1% 76,195 $33.4M
CoreCap Advisors, LLC 1.34% Add +2.8% 76,103 $33.4M
Tobias Financial Advisors, Inc. 5.64% Add +0.7% 75,157 $32.9M
Perigon Wealth Management, LLC 0.77% Reduce -6.6% 74,906 $32.8M
Anderson Hoagland & Co. 3.13% Reduce -0.6% 74,756 $32.8M
Aire Advisors, LLC 6.33% Reduce -1.3% 74,590 $32.7M
Fifth Third Securities, Inc. 2.44% Reduce -1.9% 73,998 $32.4M
Copperwynd Financial, LLC 8.03% Add +9476.8% 73,454 $32.2M
Arcadia Wealth Management, LLC 14.07% Add +9.9% 73,431 $32.2M
Joel Isaacson & Co., LLC 1.30% Add +1.1% 72,969 $32.0M
Tilson Financial Group, Inc. 12.06% Add +3.3% 72,932 $32.0M
TD Private Client Wealth LLC 0.78% Reduce -3.6% 72,532 $31.8M
HB Wealth Management, LLC 0.25% Reduce -2.9% 71,471 $31.3M
DeDora Capital, Inc. 8.14% Reduce -1.6% 71,150 $31.2M
Blankinship & Foster, LLC 7.28% Reduce -1.4% 70,936 $31.1M
Gotham Asset Management 0.19% Add +23.0% 70,789 $31.0M
Brown Wealth Management, LLC 9.55% Add +5.4% 70,173 $30.8M
Cambridge Capital Management, LLC 16.35% Add +1.6% 69,503 $30.5M
Advisory Services Network, LLC 0.49% Reduce -3.4% 66,879 $30.4M
Brown Advisory Inc. 0.04% Reduce -4.4% 69,414 $30.4M
Compound Planning, Inc. 1.14% Reduce -8.1% 68,827 $30.2M
Oak Hill Wealth Advisors, LLC 6.25% Add +6.0% 68,833 $30.2M
Bison Wealth, LLC 2.36% Add +32.4% 68,139 $29.9M
Karpus Management, Inc. 0.96% Add +2.1% 67,753 $29.7M
Harbour Investments, Inc. 0.75% Reduce -1.0% 67,718 $29.7M
Evolution Advisers, Inc. 14.52% Reduce -9.0% 67,454 $29.6M
Financial Advisory Partners, LLC 9.28% Add +1.5% 67,336 $29.5M
Websterrogers Financial Advisors, LLC 9.37% Add +1.6% 67,226 $29.5M
Bragg Financial Advisors, Inc 1.05% Add +5.0% 67,046 $29.4M
R. W. Roge & Company, Inc. 16.62% Reduce -8.4% 66,773 $29.3M
Everett Harris & Co. 0.37% Reduce -1.1% 66,217 $29.0M
Parker Financial LLC 12.52% Add +1.2% 66,095 $29.0M
Capital Wealth Management, LLC 10.79% Add +0.9% 66,021 $28.9M
Financial Advisors Network, Inc. 4.36% Add +5.1% 65,841 $28.9M
Ellis Investment Partners, LLC 5.61% Add +0.3% 65,828 $28.9M
Cannon Financial Strategists, Inc. 4.52% Reduce -0.3% 65,297 $28.6M
Great Valley Advisor Group, Inc. 0.63% Reduce -7.7% 65,134 $28.6M
Oppenheimer & Co. Inc. 0.38% Add +15.1% 64,945 $28.5M
Christopher J. Hasenberg, Inc 10.53% Add +27.2% 64,605 $28.3M
Integrated Wealth Concepts LLC 0.28% Add +4.7% 64,541 $28.3M
Towerpoint Wealth, LLC 12.51% Add +1.7% 64,375 $28.2M
Waterford Advisors, LLC 10.38% Reduce -97.9% 1,280 $28.1M
LVW Advisors, LLC 3.13% Reduce -21.4% 63,760 $28.0M
Atria Wealth Solutions, Inc. 0.63% Reduce -74.2% 63,486 $27.9M
Warner Financial, Inc. 11.39% Add +0.6% 62,951 $27.6M
Marmo Financial Group, LLC 13.71% Add +0.6% 62,794 $27.5M
Taylor Financial Group, Inc. 17.15% Add +3.9% 62,653 $27.5M
FWG Holdings, LLC 12.89% Reduce -19.4% 60,421 $27.4M
Forvis Mazars Wealth Advisors, LLC 0.58% Add +10.0% 61,560 $27.0M
Brookwood Investment Group LLC 4.31% Add +3.2% 61,008 $26.7M
Hiley Hunt Wealth Management 13.50% Add +1.1% 60,902 $26.7M
Sovereign Financial Group, Inc. 5.49% Reduce -0.1% 60,704 $26.6M
BTC Capital Management, Inc. 2.16% Reduce -1.4% 60,318 $26.4M
Peterson Wealth Services 7.24% Reduce -2.4% 60,310 $26.4M
Dagco, Inc. 7.37% Add +6.6% 60,266 $26.4M
Wealth Alliance Advisory Group, LLC 5.02% Add +4.3% 60,165 $26.4M
Archford Capital Strategies, LLC 3.37% Reduce -0.3% 60,062 $26.3M
Beaumont Financial Advisors, LLC 1.90% Reduce -2.1% 60,008 $26.3M
Belpointe Asset Management LLC 1.09% Add +1016.7% 59,831 $26.2M
Meridian Wealth Management, LLC 1.12% Add +2.7% 59,564 $26.1M
Stratos Wealth Advisors, LLC 1.36% Reduce -0.5% 58,896 $25.8M
Cutler Investment Counsel LLC 2.85% Add +1.1% 58,433 $25.6M
Acorn Financial Advisory Services Inc. 4.20% Reduce -12.1% 58,419 $25.6M
Stephen J. Garry & Associates, LLC 21.99% Reduce -2.0% 58,031 $25.4M
Evergreen Capital Management LLC 0.76% Reduce -24.9% 57,868 $25.4M
Kennicott Capital Management LLC 14.42% Add +44.4% 57,674 $25.3M
Commerce Bank 0.15% Add +0.5% 57,017 $25.0M
Associated Banc-Corp 0.71% Add +0.2% 56,891 $24.9M
Global Retirement Partners, LLC 0.61% — 56,548 $24.8M
REAP Financial Group, LLC 5.79% Add +21.8% 56,247 $24.7M
Crews Bank & Trust 3.87% Add +4.5% 56,144 $24.6M
Veery Capital, LLC 8.27% Add +3.0% 54,852 $24.0M
Quantinno Capital Management LP 0.10% Add +36.1% 54,639 $24.0M
Investment Advisory Group, LLC 7.24% Add +2.5% 54,539 $23.9M
Creative Financial Designs Inc. 1.72% Add +4.4% 54,537 $23.9M
Trust Co of the South 4.21% Add +89.8% 54,149 $23.7M
VeraBank, N.A. 4.75% Add +22.5% 53,959 $23.7M
Acorn Creek Capital LLC 9.63% Reduce -21.4% 52,899 $23.2M
Impact Partnership Wealth, LLC 4.24% Add +48.1% 52,483 $23.0M
Robertson Stephens Wealth Management, LLC 0.79% Add +28.4% 51,892 $22.8M
Spreng Capital Management, Inc. 9.67% Add +1.3% 51,878 $22.7M
Rochester Wealth Strategies, LLC 16.16% Add +10.9% 51,389 $22.5M
Beacon Financial Group 2.35% Reduce -2.7% 51,384 $22.5M
Market Street Wealth Management Advisors LLC 3.67% Add +1.7% 51,263 $22.5M
GPS Wealth Strategies Group, LLC 2.57% Add +14.9% 50,965 $22.3M
Geneos Wealth Management Inc. 0.54% Add +26.4% 50,831 $22.3M
Whitegate Investment Counselors, Inc. 7.55% Reduce -1.9% 50,734 $22.2M
VestGen Advisors, LLC 0.88% Reduce -4.6% 50,422 $22.1M
Dominguez Wealth Management Solutions, Inc. 15.35% Add +5.8% 50,450 $22.1M
Oak Root LLC 2.73% Add +27.0% 50,306 $22.1M
Legacy Edge Advisors, LLC 2.94% Add +8.8% 50,263 $22.0M
Stratos Wealth Partners, LTD. 0.30% Add +16.9% 49,859 $21.9M
Neuberger Berman Group LLC 0.02% Reduce -2.6% 49,843 $21.9M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +25.3% 49,500 $21.7M
Baron Silver Stevens Financial Advisors, LLC 3.46% Add +3.6% 49,250 $21.6M
Arista Wealth Management, LLC 2.98% New 49,193 $21.6M
Dakota Wealth Management 0.45% Reduce -5.1% 49,108 $21.5M
Kohmann Bosshard Financial Services, LLC 2.40% Add +2.2% 48,991 $21.5M
IAG Wealth Partners, LLC 2.84% Reduce -6.8% 48,987 $21.5M
Black Diamond Financial, LLC 3.32% Reduce -4.3% 48,785 $21.4M
Noble Family Wealth, LLC 5.18% Add +7.5% 48,361 $21.2M
Advantage Trust Co 10.42% Add +1.0% 48,249 $21.2M
Moneco Advisors, LLC 1.96% Reduce -6.7% 48,030 $21.1M
Flagship Wealth Advisors, LLC 7.90% Add +0.9% 47,803 $21.0M
Bay Harbor Wealth Management, LLC 6.05% Reduce -0.3% 47,513 $20.9M
Regal Investment Advisors LLC 1.56% Add +2.1% 47,459 $20.8M
Founders Grove Wealth Partners, LLC 5.22% Add +5.5% 47,449 $20.8M
Prosperity Planning, Inc. 8.29% Add +2.8% 46,784 $20.5M
IVC Wealth Advisors LLC 9.97% Reduce -3.6% 46,625 $20.4M
Aspire Private Capital, LLC 4.73% Reduce -7.2% 46,428 $20.4M
Tenret Co LLC 11.06% Reduce -8.3% 46,241 $20.3M
Root Financial Partners, LLC 1.95% Add +73.0% 46,037 $20.2M
Leeward Financial Partners, LLC 6.33% Reduce -3.1% 45,597 $20.0M
25 LLC 7.32% Add +11.3% 45,443 $19.9M
O'Brien Wealth Partners LLC 3.09% Add +1.2% 44,921 $19.7M
Baltimore-Washington Financial Advisors, Inc. 0.91% Reduce -1.1% 44,591 $19.5M
Synergy Investment Management, LLC 11.66% Add +0.3% 44,108 $19.3M
Signet Financial Management, LLC 2.43% Reduce -4.6% 44,093 $19.3M
Roof Eidam Maycock Peralta, LLC 4.69% Add +4.7% 43,375 $19.0M
Gill Capital Partners, LLC 6.10% Add +2.4% 43,276 $19.0M
Sapient Capital LLC 0.34% Add +18.8% 43,122 $18.9M
Stage Harbor Financial, LLC 15.36% Add +8.3% 43,126 $18.9M
OneDigital Investment Advisors LLC 0.21% Add +3.6% 43,062 $18.9M
Leonard Rickey Investment Advisors P.L.L.C. 3.75% Add +1.8% 42,821 $18.8M
NORTHSTAR ASSET MANAGEMENT Co 4.29% Add +3.6% 42,581 $18.7M
Olistico Wealth, LLC 10.29% Add +9.5% 42,277 $18.5M
RFG Advisory, LLC 0.43% Reduce -11.3% 42,202 $18.5M
Milestone Investment Advisors LLC 4.83% Reduce -6.4% 42,195 $18.5M
Prime Capital Investment Advisors, LLC 0.24% Reduce -53.4% 41,549 $18.2M
Werba Rubin Papier Wealth Management 3.41% Add +3.6% 41,371 $18.1M
AdvisorNet Financial, Inc 1.17% Reduce -13.4% 41,318 $18.1M
SCS Capital Management LLC 0.20% Add +1.4% 41,036 $18.0M
LaSalle St. Investment Advisors, LLC 4.92% Reduce -0.2% 40,905 $17.9M
Topel & Distasi Wealth Management, LLC 9.35% Reduce -0.2% 40,708 $17.8M
Pinion Investment Advisors, LLC 6.11% Reduce -52.2% 40,437 $17.7M
StoneX Group Inc. 0.86% Add +4.4% 40,335 $17.7M
GenTrust, LLC 0.83% Reduce -8.6% 40,121 $17.6M
Focus Partners Advisor Solutions, LLC 0.23% Add +0.1% 40,125 $17.6M
Atlantic Union Bankshares Corp 0.40% Add +1696.0% 40,016 $17.5M
Falcon Wealth Planning 1.77% Reduce -1.3% 39,932 $17.5M
Heartwood Wealth Advisors LLC 1.82% Reduce -0.9% 39,793 $17.4M
NewEdge Wealth, LLC 0.27% Add +31.1% 38,262 $17.4M
Clayton Financial Group LLC 20.71% Reduce -41.1% 39,724 $17.4M
CIBC Private Wealth Group LLC 0.03% Reduce -3.7% 39,594 $17.4M
Romano Brothers and Company 2.15% Add +3.0% 39,590 $17.4M
Robinswood Financial LLC 6.13% Reduce -7.7% 39,512 $17.3M
Cyndeo Wealth Partners, LLC 1.03% Add +0.6% 39,441 $17.3M
SPC Financial, Inc. 1.44% Add +1047.1% 39,288 $17.2M
Lokken Investment Group LLC 6.60% Reduce -0.2% 39,097 $17.1M
FC Advisory LLC 5.29% Reduce -0.6% 39,047 $17.1M
Silicon Valley Capital Partners 1.79% Reduce -2.7% 39,039 $17.1M
One Capital Management, LLC 0.59% Reduce -62.4% 38,996 $17.1M
O'shaughnessy Asset Management, LLC 0.12% Add +13.7% 38,884 $17.0M
Quotient Wealth Partners, LLC 0.50% Reduce -2.0% 38,802 $17.0M
Krilogy Financial LLC 0.97% Add +7.8% 38,708 $17.0M
Eagle Strategies LLC 2.56% Add +15.9% 38,302 $16.8M
Aries Wealth Management 4.35% Add +1.3% 37,978 $16.6M
Trek Financial, LLC 1.12% Reduce -46.6% 37,956 $16.6M
BIP Wealth, LLC 1.02% Add +50.0% 37,860 $16.6M
Matrix Private Capital Group LLC 9.75% Reduce -2.4% 37,772 $16.6M
Planning Alternatives Ltd. 2.30% Reduce -4.8% 37,741 $16.5M
DDFG, Inc 4.15% Add +5.6% 37,672 $16.5M
Keeler & Nadler Financial Planning & Wealth Management 6.56% Reduce -0.3% 37,390 $16.4M
Titleist Asset Management, LLC 1.63% Add +0.5% 37,289 $16.3M
Consolidated Portfolio Review Corp 2.26% Add +0.8% 37,253 $16.3M
Cora Capital Advisors LLC 7.27% Reduce -1.5% 37,227 $16.3M
Rodgers & Associates, LTD 1.79% Add +4.9% 37,209 $16.3M
Ashton Thomas Private Wealth, LLC 0.57% Add +4.9% 37,078 $16.3M
Howard Wealth Management, LLC 8.13% Add +0.1% 36,702 $16.1M
Synovus Financial Corp. 0.20% Add +0.7% 36,646 $16.1M
Obsidian Cio, LLC 2.31% Reduce -9.3% 36,222 $15.9M
Salomon & Ludwin, LLC 1.57% Reduce -7.9% 36,304 $15.9M
Gemmer Asset Management LLC 1.41% Add +2.4% 36,150 $15.8M
Ausdal Financial Partners, Inc. 1.05% Add +2.9% 36,041 $15.8M
Snowden Capital Advisors LLC 0.47% Add +0.7% 35,716 $15.7M
Addison Advisors LLC 3.88% Add +1.9% 35,477 $15.6M
Arete Wealth Advisors, LLC 1.10% Reduce -1.2% 35,369 $15.5M
Five Pine Wealth Management 11.47% Add +1.4% 35,322 $15.5M
Enclave Advisors LLC 2.50% Add +5.8% 35,311 $15.5M
Cornerstone Advisory, LLC 1.65% Add +8.2% 35,140 $15.4M
Wealthcare Advisory Partners LLC 0.35% Add +27.0% 35,128 $15.4M
Procyon Advisors, LLC 1.45% Reduce -45.3% 34,958 $15.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.11% Reduce -2.6% 34,921 $15.3M
Koshinski Asset Management, Inc. 1.16% Add +3.2% 34,906 $15.3M
Hohimer Wealth Management, LLC 2.73% Add +0.6% 34,695 $15.2M
Smith & Howard Wealth Management, LLC 3.85% Add +7.2% 34,625 $15.2M
Berger Financial Group, Inc 0.98% Add +1.9% 34,454 $15.1M
Financial Connections Group, Inc. 6.22% Reduce -1.0% 34,409 $15.1M
Safir Wealth Advisors, LLC 11.06% Add +0.8% 34,370 $15.1M
Win Advisors, Inc. 7.25% New 34,286 $15.0M
Richmond Investment Services, LLC 3.15% Add +84.9% 34,048 $14.9M
Great Diamond Partners, LLC 3.13% Add +0.1% 33,834 $14.8M
Mutual Advisors, LLC 0.37% Reduce -1.5% 32,618 $14.8M
Citizens Financial Group Inc. 0.24% Add +7.1% 33,700 $14.8M
Horizon Family Wealth, Inc. 9.01% Add +1.6% 33,708 $14.8M
Sowell Financial Services LLC 0.60% Add +5.8% 33,691 $14.8M
Watershed Private Wealth LLC 5.35% Reduce -8.9% 33,509 $14.7M
Ameritas Advisory Services, LLC 0.76% Reduce -26.8% 33,395 $14.6M
Capital Analysts, LLC 0.49% Add +1.7% 33,324 $14.6M
Bristlecone Advisors, LLC 1.22% Reduce -1.5% 33,127 $14.5M
Financial Insights, Inc. 5.29% Reduce -9.2% 33,005 $14.5M
Onyx Bridge Wealth Group LLC 1.91% Reduce -50.7% 32,870 $14.4M
EMC Capital Management 7.76% Add +232.3% 32,830 $14.4M
Marshall Financial Group Inc. 4.29% Reduce -3.1% 32,680 $14.3M
Kraft, Davis & Associates, LLC 3.86% Add +6.5% 30,846 $14.1M
Beirne Wealth Consulting Services, LLC 4.56% Add +195.8% 32,028 $14.1M
Kathmere Capital Management, LLC 1.08% Add +7.9% 32,040 $14.0M
NWF Advisory Services Inc. 1.66% Reduce -1.7% 31,749 $13.9M
First Heartland Consultants, Inc. 1.24% Add +4.5% 31,688 $13.9M
Clarius Group, LLC 0.80% No change 31,425 $13.8M
Uptown Financial Advisors LLC 12.78% Add +2.8% 31,383 $13.8M
Kingsview Wealth Management, LLC 0.23% Add +1.6% 31,377 $13.8M
IHT Wealth Management, LLC 0.38% Add +4.6% 31,188 $13.7M
Midwest Trust Co 0.19% — 31,162 $13.7M
Novem Group 1.73% Add +0.8% 31,126 $13.6M
Curran Financial Partners, LLC 2.99% Add +22.7% 30,871 $13.5M
Thrive Wealth Management, LLC 2.19% Add +5.9% 30,850 $13.5M
SWP Financial LLC 7.32% Reduce -20.1% 30,374 $13.3M
Mayfair Advisory Group, LLC 6.27% Add +9.7% 28,985 $13.3M
Beacon Bridge Wealth Partners, LLC 5.28% Reduce -10.4% 30,332 $13.3M
One Charles Private Wealth Services, LLC 3.72% Add +4.6% 30,205 $13.2M
Capital Advisors, Ltd. LLC 1.63% Reduce -0.3% 30,200 $13.2M
Hurlow Wealth Management Group, Inc. 3.74% Reduce -8.1% 30,200 $13.2M
MCF Advisors LLC 0.87% No change 29,987 $13.2M
PCA Investment Advisory Services Inc. 5.51% Add +15.9% 29,849 $13.1M
Apella Capital, LLC 0.35% Add +159.8% 29,777 $13.1M
GW Henssler & Associates Ltd. 0.69% Add +6.9% 29,641 $13.0M
Independent Financial Group, LLC 0.36% Reduce -1.7% 29,590 $13.0M
Cranbrook Wealth Management, LLC 2.76% Add +4.5% 29,546 $13.0M
Nations Financial Group Inc, /Ia/ 0.89% Add +0.7% 29,524 $12.9M
SOL Capital Management CO 1.25% Add +47.2% 29,378 $12.9M
Fusion Capital, LLC 4.38% Add +2.7% 29,230 $12.8M
Magnolia Capital Advisors LLC 3.22% Add +235.1% 29,166 $12.8M
Regions Financial Corp. 0.09% Reduce -0.7% 29,150 $12.8M
JMG Financial Group, Ltd. 0.39% Reduce -1.9% 29,125 $12.8M
Gladstone Institutional Advisory LLC 0.53% Reduce -3.8% 29,025 $12.7M
Payne Capital Management, LLC 4.90% Add +3.5% 28,983 $12.7M
Integrity Wealth Solutions LLC 6.18% Add +4.3% 28,905 $12.7M
Integral Investment Advisors, Inc. 3.61% Reduce -1.2% 28,842 $12.6M
Clearstead Advisors, LLC 0.18% Reduce -4.8% 28,788 $12.6M
Harbor Investment Advisory, LLC 1.12% Add +8.3% 28,647 $12.6M
SouthState Bank Corp 0.55% Add +12.9% 28,619 $12.5M
Columbia River Financial Group, LLC 8.12% Add +10.9% 27,656 $12.5M
Manuka Financial, LLC 6.83% Reduce -6.7% 28,568 $12.5M
UMB Bank, n.a. 0.19% Reduce -2.2% 28,500 $12.5M
Riversedge Advisors, LLC 2.42% Add +18.4% 28,248 $12.4M
Oak Harvest Investment Services 1.55% Add +4.6% 28,227 $12.4M
Wilmington Savings Fund Society, FSB 0.22% Add +20.8% 28,123 $12.3M
BLB&B Advisors, LLC 0.57% Reduce -0.7% 27,810 $12.2M
rebel Financial LLC 5.53% — 27,652 $12.1M
IFG Advisory, LLC 0.61% Add +4.0% 27,528 $12.1M
Facet Wealth, Inc. 0.27% Reduce -2.7% 26,504 $12.1M
Westwood Holdings Group Inc. 0.09% Reduce -5.7% 27,303 $12.0M
Flagship Harbor Advisors, LLC 0.57% Reduce -0.4% 27,251 $11.9M
Lansing Street Advisors 3.55% Add +7.3% 27,185 $11.9M
Texas Yale Capital Corp. 0.39% Add +2.1% 27,109 $11.9M
Birnam Oak Advisors, LP 3.56% No change 27,100 $11.9M
Hubbell Strickland Wealth Management, LLC 5.23% Reduce -0.8% 27,042 $11.9M
Clark Financial Services Group Inc. 7.29% Reduce -2.9% 27,038 $11.9M
Founders Financial Securities LLC 0.90% Add +6.1% 26,931 $11.8M
Systelligence, LLC 2.17% New 26,781 $11.7M
Ironsides Asset Advisors, LLC 3.38% No change 26,612 $11.7M
Angeles Wealth Management, LLC 0.80% Add +33.6% 26,507 $11.6M
Gentry Private Wealth, LLC 8.78% Add +4.2% 26,197 $11.5M
Financial Life Advisors 3.90% Reduce -0.7% 26,006 $11.4M
Segment Wealth Management, LLC 0.72% No change 25,926 $11.4M
First National Bank of Omaha 0.73% Add +0.3% 25,797 $11.3M
Agf Management Ltd. 0.05% Reduce -3.3% 25,658 $11.2M
Main Line Retirement Advisors, LLC 6.39% Add +4.8% 25,599 $11.2M
Wedbush Securities Inc. 0.39% Add +0.0% 25,510 $11.2M
Mechanics Bank Trust Department 1.59% Reduce -27.3% 25,279 $11.1M
Cardiff Park Advisors, LLC 0.95% Add +32.2% 25,180 $11.0M
Capital Investment Advisory Services, LLC 0.90% Add +2.0% 24,976 $10.9M
Berkshire Money Management, Inc. 1.15% Reduce -68.7% 24,971 $10.9M
Zhang Financial LLC 0.50% Add +73.4% 24,724 $10.8M
CWS Financial Advisors, LLC 3.14% Add +1.6% 24,616 $10.8M
N.E.W. Advisory Services LLC 1.05% Reduce -19.0% 24,593 $10.8M
Zions Bancorporation, National Association 0.58% Add +47.5% 24,584 $10.8M
Park Avenue Securities LLC 0.10% Add +17.1% 24,566 $10.8M
Coastal Bridge Advisors, LLC 0.89% Add +22.6% 24,532 $10.8M
Bath Savings Trust Co 1.09% Reduce -3.5% 24,456 $10.7M
Nabity-Jensen Investment Management Inc 7.85% Reduce -1.0% 24,279 $10.6M
Bleakley Financial Group, LLC 0.27% Add +11.3% 24,130 $10.6M
Leo Wealth, LLC 0.82% Add +117.8% 24,130 $10.6M
Ascent Group, LLC 0.41% Reduce -9.3% 24,051 $10.5M
Semmax Financial Advisors Inc. 2.69% Reduce -0.7% 22,751 $10.4M
Alpine Bank Wealth Management 1.58% Reduce -9.4% 23,807 $10.4M
Ted Buchan & Co 4.14% Add +79.1% 23,777 $10.4M
Watts Gwilliam & Co., LLC 1.71% Add +17.8% 21,866 $10.4M
Certus Wealth Management, LLC 6.70% Reduce -7.2% 23,720 $10.4M
Prostatis Group LLC 2.97% Reduce -32.6% 23,662 $10.4M
Von Berge Wealth Management Group, LLC 5.81% Reduce -0.3% 23,129 $10.3M
Petix & Botte Co 2.53% Add +0.2% 23,555 $10.3M
Kathleen S. Wright Associates Inc. 3.99% Reduce -6.2% 23,302 $10.2M
Kendall Capital Management 2.67% Add +5.7% 23,048 $10.1M
Verdence Capital Advisors LLC 0.69% Add +6.2% 22,924 $10.0M
B&D White Capital Company, LLC 1.53% Reduce -72.4% 22,871 $10.0M
Cornerstone Wealth Management, LLC 0.61% Reduce -0.5% 22,858 $10.0M
First United Bank & Trust 3.49% Add +5.0% 22,817 $10.0M
Johnson Investment Counsel Inc. 0.09% Reduce -23.9% 22,773 $10.0M
QRG Capital Management, Inc. 0.09% Reduce -11.3% 22,745 $10.0M
Hofer & Associates. Inc 6.19% Add +0.4% 22,648 $9.9M
Elevated Capital Advisors, LLC 2.78% No change 26,775 $9.9M
ERn Financial, LLC 2.08% Reduce -0.3% 22,438 $9.8M
Angeles Investment Advisors, LLC 0.55% Add +1.0% 22,219 $9.7M
Ritholtz Wealth Management 0.21% Reduce -3.8% 22,186 $9.7M
AlphaStar Capital Management, LLC 0.68% New 22,139 $9.7M
Perennial Investment Advisors, LLC 0.94% Add +4.8% 22,105 $9.7M
Intergy Private Wealth, LLC 3.29% Add +1.3% 21,983 $9.6M
Visionary Wealth Advisors 0.49% Add +8.2% 21,981 $9.6M
Csenge Advisory Group 0.50% Reduce -1.4% 23,074 $9.5M
Woodside Wealth Management LLC 8.20% Add +0.9% 21,735 $9.5M
Wellspring Financial Advisors, LLC 0.84% Reduce -0.1% 942,653 $9.5M
Brio Consultants, LLC 1.38% Add +1.0% 21,549 $9.4M
Washington Trust Advisors, Inc. 0.77% Reduce -0.2% 21,543 $9.4M
Clearwater Capital Advisors, LLC 0.86% Reduce -0.3% 21,484 $9.4M
Quaker Wealth Management, LLC 3.14% — 21,373 $9.4M
Register Financial Advisors LLC 4.07% Add +2.3% 21,259 $9.3M
Mathes Company, Inc. 3.48% No change 21,220 $9.3M
Summit Wealth Group LLC / Co. 2.33% — 21,132 $9.3M
Elevation Capital Advisory, LLC 3.71% New 21,097 $9.2M
Acropolis Investment Management, LLC 0.51% Add +0.4% 21,057 $9.2M
Goodman Advisory Group, LLC 3.13% Reduce -13.9% 21,030 $9.2M
Laurel Wealth Advisors LLC 1.37% Add +4.7% 20,953 $9.2M
Bonfire Financial 7.53% Reduce -0.6% 20,911 $9.2M
Mustard Seed Financial, LLC 6.60% Add +13.1% 20,893 $9.2M
Hollencrest Capital Management 0.39% Add +0.0% 20,890 $9.2M
Fonville Wealth Management LLC 2.32% Add +1.1% 20,879 $9.2M
GC Wealth Management RIA, LLC 0.75% Reduce -2.1% 20,866 $9.1M
Axxcess Wealth Management, LLC 0.22% Add +204.0% 20,795 $9.1M
Yoder Wealth Management, Inc. 4.75% Reduce -0.3% 20,795 $9.1M
Royal Fund Management, LLC 0.97% Add +2.4% 20,714 $9.1M
Tide Cove Capital Partners LLC 7.19% Add +1.8% 19,903 $9.1M
Valeo Financial Advisors, LLC 0.22% Add +35.1% 43,076 $9.1M
Wealthspire Retirement, LLC 0.60% Reduce -0.7% 20,546 $9.0M
Novak & Powell Financial Services, Inc. 6.24% Reduce -22.4% 20,502 $9.0M
Madison Park Capital Advisors, LLC 7.54% Reduce -8.7% 20,443 $9.0M
Freedom Financial Partners LLC 3.78% Add +1.1% 20,442 $9.0M
Essex Financial Services, Inc. 0.59% Add +6.6% 20,378 $8.9M
Parallel Advisors, LLC 0.18% Add +11.1% 20,301 $8.9M
Dravo Bay LLC 4.30% Reduce -0.7% 20,286 $8.9M
MidAtlantic Capital Management, Inc. 6.30% Reduce -0.9% 20,265 $8.9M
Calton & Associates, Inc. 1.53% Add +0.6% 20,231 $8.9M
Latigo Investments, LLC 4.55% No change 20,176 $8.8M
St. Louis Trust Co 1.18% Add +8.7% 20,134 $8.8M
Riverview Capital Advisers, LLC 2.51% Add +1.4% 19,976 $8.8M
First PREMIER Bank 2.11% Add +1.4% 19,848 $8.7M
Sightline Wealth Advisors, LLC 4.18% Add +2.2% 19,765 $8.7M
Pine Valley Investments Ltd Liability Co 0.50% Add +1.3% 19,505 $8.6M
Winthrop Advisory Group LLC 0.82% Add +581.4% 19,474 $8.5M
Wells Financial Advisors INC 11.60% Reduce -6.2% 19,258 $8.4M
Ogorek Anthony Joseph /NY/ 2.60% Reduce -0.3% 19,174 $8.4M
Dentgroup LLC 5.82% Reduce -1.6% 19,141 $8.4M
Wind River Trust Co 3.35% No change 19,070 $8.4M
Avion Wealth 1.91% Add +34.6% 19,070 $8.4M
Pine Harbor Wealth Management, LLC 2.93% Add +3.4% 18,976 $8.3M
Spire Wealth Management 0.30% Add +1.3% 18,857 $8.3M
Flow Traders U.S. LLC 0.31% New 18,849 $8.3M
Horizon Bancorp Inc. 4.15% Reduce -1.2% 18,815 $8.2M
VSM Wealth Advisory, LLC 2.71% Add +16.5% 18,690 $8.2M
Kure Advisory, LLC 5.43% Add +8.9% 18,676 $8.2M
Nicolet Advisory Services, LLC 0.69% Reduce -0.1% 18,320 $8.2M
Prestige Wealth Management Group LLC 1.66% Add +1.7% 18,566 $8.1M
McKinley Carter Wealth Services, Inc. 0.45% Reduce -0.1% 18,557 $8.1M
MTC Wealth Management LLC 3.90% Reduce -3.2% 18,520 $8.1M
Uptick Partners, LLC 2.32% Add +19.8% 18,495 $8.1M
TPG Financial Advisors, LLC 3.24% Reduce -13.9% 18,444 $8.1M
Crown Wealth Group, LLC 3.03% Add +6.9% 18,377 $8.1M
Emerald Advisors, LLC 1.03% Add +2.1% 18,354 $8.0M
Diversified Portfolios, Inc. 0.77% No change 18,350 $8.0M
Thrive Capital Management, LLC 2.52% New 18,323 $8.0M
Arkadios Wealth Advisors 0.24% Reduce -1.5% 18,281 $8.0M
Rinkey Investments 2.41% Reduce -9.3% 18,264 $8.0M
Gallagher Fiduciary Advisors, LLC 0.31% Reduce -3.6% 18,242 $8.0M
Brighton Jones LLC 0.22% Add +11.1% 18,224 $8.0M
Osborne Partners Capital Management, LLC 0.42% Reduce -0.5% 18,188 $8.0M
LifeGoal Investments, LLC 7.57% Add +5.5% 18,167 $8.0M
Farther Finance Advisors, LLC 0.16% Add +12.6% 18,117 $7.9M
Curi Capital, LLC 0.15% Add +99.7% 18,061 $7.9M
Valpey Financial Services, LLC 5.47% — 18,052 $7.9M
Apollon Wealth Management, LLC 0.16% Add +0.5% 17,995 $7.9M
Hilltop Holdings Inc. 0.50% Reduce -45.3% 17,882 $7.8M
WealthShield Partners, LLC 0.95% Add +4.6% 17,880 $7.8M
Bluespring Wealth Management, LLC 0.74% Reduce -0.1% 17,817 $7.8M
Northstar Group, Inc. 1.25% Add +0.1% 17,682 $7.8M
Simmons Bank 0.55% Reduce -2.4% 17,609 $7.7M
Keystone Financial Group 0.70% Add +4.8% 17,528 $7.7M
Hill Island Financial LLC 2.13% Reduce -75.0% 17,432 $7.6M
NFSG Corp 1.24% Add +10.7% 17,406 $7.6M
Weinberger Asset Management, Inc 2.93% Add +0.6% 17,298 $7.6M
Abbot Financial Management, Inc. 3.49% Reduce -1.5% 17,246 $7.6M
Peak Retirement Planning, Inc. 3.04% Add +25.0% 17,153 $7.5M
Level Financial Advisors 2.34% Add +36.4% 17,146 $7.5M
Clarus Wealth Advisors 3.47% Reduce -1.6% 17,126 $7.5M
Disciplined Investments, LLC 3.16% Reduce -0.9% 17,045 $7.5M
Scott & Selber, Inc. 2.08% Reduce -0.1% 16,996 $7.5M
Integrity Alliance, Llc. 0.41% Reduce -49.5% 16,946 $7.4M
Campbell Deegan Wealth Management, LLC 7.30% Add +5.3% 16,905 $7.4M
LongView Wealth Management 2.22% Reduce -24.4% 16,754 $7.3M
Capital Planning LLC 2.30% Add +0.8% 16,690 $7.3M
M3 Advisory Group, LLC 5.04% Add +4.4% 16,632 $7.3M
Vicus Capital 0.60% Reduce -3.5% 16,572 $7.3M
Warwick Investment Management, Inc. 1.41% Add +15.0% 16,571 $7.3M
First American Trust, FSB 0.58% Add +3.8% 16,563 $7.3M
Journey Beyond Wealth, LLC 6.10% Add +9.2% 16,491 $7.2M
Defined Wealth Management, LLC 4.44% Reduce -5.1% 16,360 $7.2M
Wellington Management Group LLP 0.00% Reduce -71.1% 16,350 $7.2M
Level Four Advisory Services, LLC 0.26% Add +22.7% 16,345 $7.2M
Patriot Financial Group Insurance Agency, LLC 0.82% Add +4.5% 16,336 $7.2M
Element Pointe Advisors, LLC 1.72% No change 16,190 $7.1M
GSG Advisors LLC 2.06% Reduce -0.0% 16,175 $7.1M
Parkside Financial Bank & Trust 0.76% Add +27.8% 16,047 $7.0M
Rehmann Capital Advisory Group 0.42% Reduce -4.2% 15,981 $7.0M
Security Financial Services, INC. 1.23% Add +3.6% 15,875 $7.0M
Martin Worley Group 3.40% Add +64.8% 15,860 $7.0M
HTG Investment Advisors, Inc. 2.59% Add +3.6% 15,855 $7.0M
MA Private Wealth 1.24% Reduce -0.3% 15,776 $6.9M
Tower View Wealth Management LLC 3.58% Reduce -12.1% 15,750 $6.9M
Disciplined Investors, L.L.C. 5.36% Add +18.8% 15,689 $6.9M
Cumberland Advisors Inc. 2.89% Reduce -0.1% 15,658 $6.9M
Composition Wealth, LLC 0.12% Add +29.3% 15,651 $6.9M
NCM Capital Management, LLC 2.80% Add +6.3% 15,518 $6.8M
Kovack Advisors, Inc. 0.67% Reduce -8.3% 15,517 $6.8M
Muirfield Wealth Advisors LLC 5.40% Add +22.7% 15,479 $6.8M
SBI Securities Co., Ltd. 0.19% Reduce -3.0% 15,445 $6.8M
Twin Focus Capital Partners, LLC 0.95% Add +3.5% 15,433 $6.8M
Infinity Wealth Counsel, LLC 6.83% Reduce -0.4% 15,418 $6.8M
Fourth Dimension Wealth, LLC 2.85% Reduce -25.8% 15,370 $6.7M
Advisory Alpha, LLC 0.21% Add +3.0% 15,361 $6.7M
Revolve Wealth Partners, LLC 0.88% Add +11.1% 15,347 $6.7M
Drucker Wealth 3.0, LLC 1.29% Reduce -11.6% 15,126 $6.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.42% Add +16.2% 14,670 $6.7M
Glen Eagle Advisors, LLC 1.03% Reduce -13.3% 15,211 $6.7M
Quadcap Wealth Management, LLC 0.84% Reduce -0.4% 15,151 $6.6M
Apex Wealth Management, LLC 5.29% Reduce -7.8% 15,034 $6.6M
Kavar Capital Partners Group, LLC 0.95% Add +12.6% 15,008 $6.6M
CGN Advisors LLC 0.59% Add +11.4% 14,980 $6.6M
LifePlan Investment Advisors, Inc. 3.25% Add +22.5% 14,928 $6.5M
Fifth Third Wealth Advisors LLC 0.27% Add +22.8% 14,873 $6.5M
High Net Worth Advisory Group LLC 1.72% Add +1.0% 14,829 $6.5M
Willis Johnson & Associates, Inc. 0.44% Reduce -5.5% 14,807 $6.5M
Brown Brothers Harriman & Co. 0.04% Reduce -0.4% 14,743 $6.5M
Cohen Klingenstein LLC 0.22% Add +0.5% 14,733 $6.5M
Aspen Wealth Management LLC 1.60% Add +9.6% 14,706 $6.4M
Maridea Wealth Management LLC 1.68% Add +17.6% 14,696 $6.4M
Avidian Wealth Enterprises, LLC 0.26% Add +33.3% 14,618 $6.4M
Alexis Investment Partners, LLC 2.74% Reduce -10.3% 14,583 $6.4M
Sigma Planning Corp 0.19% Add +2.5% 14,466 $6.3M
Capital Planning Advisors, LLC 0.93% Reduce -0.9% 14,448 $6.3M
Sage Mountain Advisors LLC 0.41% Add +33.0% 14,444 $6.3M
Insight Advisors, LLC/ PA 1.02% Reduce -1.2% 14,402 $6.3M
Richardson Financial Services Inc. 4.24% Add +47.9% 14,483 $6.3M
Accent Capital Management, LLC 2.80% New 42,444 $6.3M
CX Institutional 0.22% Reduce -56.4% 14,312 $6.3M
FDx Advisors, Inc. 1.91% Reduce -4.1% 14,273 $6.3M
Wescott Financial Advisory Group, LLC 0.60% Reduce -13.2% 14,264 $6.3M
Cascades Capital Asset Management, LLC 3.25% Add +0.0% 14,198 $6.2M
Claris Financial LLC 4.66% Reduce -36.0% 14,103 $6.2M
Empower Advisory Group, LLC 0.02% Reduce -8.3% 14,095 $6.2M
Pandora Wealth, Inc. 3.80% Reduce -0.1% 14,090 $6.2M
Western Wealth Management, LLC 0.37% Reduce -0.0% 14,031 $6.2M
Dopkins Wealth Management, LLC 2.75% Reduce -0.5% 13,989 $6.1M
Donaldson Capital Management, LLC 0.22% Add +4.3% 13,967 $6.1M
Smartleaf Asset Management LLC 0.54% Reduce -10.3% 13,989 $6.1M
BlackRock, Inc. 0.00% Add +39.4% 13,887 $6.1M
Dynamic Advisor Solutions LLC 0.19% Add +4.5% 13,848 $6.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +1.6% 13,838 $6.1M
Cornerstone Wealth Group, LLC 0.45% New 13,689 $6.0M
Estate Counselors, LLC 0.59% Add +187.0% 13,644 $6.0M
World Investment Advisors 0.14% Add +14.2% 13,637 $6.0M
Chris Bulman Inc 3.41% Reduce -6.0% 13,637 $6.0M
Winthrop Capital Management, LLC 1.51% Add +2.8% 13,632 $6.0M
Motiv8 Investments LLC 3.65% Add +12.0% 13,615 $6.0M
Sensible Financial Planning & Management, LLC. 1.12% Add +1.2% 13,484 $5.9M
FWG Investments, LLC. 4.49% New 13,483 $5.9M
Finward Bancorp 4.67% Reduce -0.0% 13,478 $5.9M
Diversified Trust Co. 0.13% Add +17.2% 13,395 $5.9M
Brighton Securities Corp. 3.20% Add +1409.2% 13,341 $5.8M
Laraway Financial Advisors Inc 4.43% Reduce -2.6% 13,329 $5.8M
Droms Strauss Advisors Inc. /Mo/ 1.79% Reduce -1.6% 13,325 $5.8M
Carnegie Investment Counsel 0.12% Reduce -3.7% 13,256 $5.8M
GFS Advisors, LLC 0.79% Reduce -5.0% 13,173 $5.8M
Smith, Moore & Co. 0.48% Reduce -6.5% 13,163 $5.8M
Hengehold Capital Management LLC 0.53% Reduce -2.8% 13,156 $5.8M
Strategic Financial Partners, Ltd. 2.68% Reduce -1.7% 13,153 $5.8M
Agate Pass Investment Management, LLC 2.36% Reduce -36.0% 13,134 $5.8M
Private Wealth Asset Management, LLC 0.76% Reduce -8.6% 13,046 $5.7M
Idaho Trust Co 2.04% Add +19.9% 13,006 $5.7M
Culbertson A N & Co. Inc. 0.87% Reduce -0.5% 12,914 $5.7M
Polen Capital Management LLC 0.02% Reduce -11.5% 12,907 $5.7M
Guidance Capital, Inc. 1.60% Add +2.6% 12,594 $5.6M
Smith Anglin Financial, LLC 0.51% Reduce -96.6% 12,763 $5.6M
Greystone Financial Group, LLC 0.92% Add +7.9% 12,761 $5.6M
Fund Evaluation Group, LLC 0.22% New 12,759 $5.6M
Bawa N Mallick Trust 2.31% No change 12,750 $5.6M
Barrett & Company, Inc. 2.09% Add +0.2% 12,720 $5.6M
Choate Investment Advisors 0.12% Reduce -3.3% 12,702 $5.6M
Diversified Enterprises, LLC 0.42% Reduce -0.5% 12,691 $5.6M
Benjamin Edwards Inc. 0.07% Add +55.1% 12,592 $5.5M
Sax Wealth Advisors, LLC 0.33% Add +46.4% 12,541 $5.5M
Sentinel Pension Advisors, LLC 0.92% Add +0.4% 12,516 $5.5M
Emergent Wealth Advisors, LLC 3.50% Add +1.3% 12,274 $5.5M
CPA Asset Management Group, LLC 2.29% Add +2.5% 12,432 $5.5M
Hexagon Capital Partners LLC 1.21% Reduce -9.9% 12,421 $5.4M
Foronjy Financial LLC 2.55% — 12,415 $5.4M
BCS Wealth Management 1.17% Add +0.5% 12,413 $5.4M
Cascade Wealth Advisors, Inc 3.08% Reduce -11.9% 11,851 $5.4M
Planwiser Financial, LLC 4.61% Add +1.9% 11,864 $5.4M
Roman Butler Fullerton & Co. 1.60% Add +1.7% 11,900 $5.4M
Strategic Financial Concepts, LLC 0.76% Reduce -9.3% 12,285 $5.4M
Wedmont Private Capital 0.23% Add +11.3% 12,152 $5.4M
Battery Global Advisors, LLC 2.65% No change 12,241 $5.4M
Planning Directions Inc. 3.02% Reduce -20.6% 12,224 $5.4M
Asset Allocation & Management Company, LLC 2.50% No change 12,189 $5.3M
Seeds Investor LLC 1.25% Reduce -6.8% 12,179 $5.3M
Bay Rivers Group 2.44% Add +1.7% 12,156 $5.3M
Compton Wealth Advisory Group, LLC 1.35% Add +9.0% 12,147 $5.3M
XY Planning Network, Inc. 1.80% Add +19.2% 12,078 $5.3M
FSM Wealth Advisors, LLC 0.86% Add +838.4% 12,059 $5.3M
Bryn Mawr Trust Advisors, LLC 0.29% Reduce -0.7% 12,056 $5.3M
MSH Capital Advisors LLC 1.52% Reduce -3.4% 12,053 $5.3M
Capital Investment Advisors, LLC 0.09% Add +35.0% 12,041 $5.3M
Aspiriant, LLC 0.17% No change 11,951 $5.2M
Kelleher Financial Advisors 1.82% Add +1.5% 11,937 $5.2M
Graypoint LLC 0.29% Reduce -0.1% 11,873 $5.2M
Catalyst Private Wealth, LLC 2.31% Reduce -8.2% 11,831 $5.2M
Nestegg Advisors, Inc. 4.99% Add +16.2% 11,825 $5.2M
Family CFO Inc 2.60% Add +2.0% 11,825 $5.2M
HBK Sorce Advisory LLC 0.14% Reduce -5.9% 11,817 $5.2M
KCM Investment Advisors LLC 0.17% Add +4.6% 11,770 $5.2M
Tidal Investments LLC 0.03% Add +96.2% 11,667 $5.1M
Fulcrum Capital LLC 1.08% Add +9.4% 11,626 $5.1M
Advocacy Wealth Management, LLC 0.31% No change 11,604 $5.1M
Vise Technologies, Inc. 0.21% — 11,603 $5.1M
Ciovacco Capital Management LLC 2.73% Add +75.0% 11,444 $5.0M
Focus Financial Network, Inc. 0.20% Add +1.0% 11,363 $5.0M
Clarity Capital Advisors, LLC 2.91% Add +7.1% 11,371 $5.0M
Gilliland Jeter Wealth Management LLC 1.62% Add +0.0% 11,348 $5.0M
AlTi Global, Inc. 0.12% Reduce -21.9% 11,334 $5.0M
Latko Wealth Management, Ltd. 2.78% Add +1.5% 11,279 $4.9M
EnRich Financial Partners LLC 1.51% Reduce -6.5% 11,247 $4.9M
Maia Wealth LLC 0.94% Reduce -1.2% 11,243 $4.9M
Keybank National Association 0.02% Reduce -11.8% 11,204 $4.9M
Integrated Investment Consultants, LLC 0.96% Add +13.5% 11,145 $4.9M
Lodestar Private Asset Management LLC 0.56% Add +14.3% 11,103 $4.9M
Savvy Advisors, Inc. 0.32% Add +5.4% 11,091 $4.9M
FF Advisors,LLC 2.52% No change 11,090 $4.9M
Opinicus Capital, Inc. 3.68% Add +6.3% 11,061 $4.8M
Marshall & Sterling Wealth Advisors Inc. 3.27% Reduce -22.0% 11,095 $4.8M
Caliber Wealth Management, LLC / KS 0.52% Add +3.1% 11,010 $4.8M
Great Lakes Advisors, LLC 0.04% Reduce -0.7% 10,996 $4.8M
Leavell Investment Management, Inc. 0.21% Add +0.5% 10,870 $4.8M
Evoke Wealth, LLC 0.11% No change 10,867 $4.8M
Signal Advisors Wealth, LLC 0.37% Add +6.1% 10,816 $4.7M
Stokes Family Office, LLC 0.49% Add +10.7% 10,707 $4.7M
Kwmg, LLC 0.44% Add +3.4% 10,707 $4.7M
SOA Wealth Advisors, LLC. 0.86% Add +0.2% 10,702 $4.7M
Glass Jacobson Investment Advisors llc 1.80% Reduce -16.3% 10,680 $4.7M
Blue Trust, Inc. 0.06% Add +6.0% 10,670 $4.7M
NorthStar Asset Management LLC 2.46% Add +4.6% 10,641 $4.7M
Alexander Labrunerie & Co., Inc. 1.93% Add +0.6% 10,635 $4.7M
Causey Wealth LLC 2.39% Reduce -1.4% 10,622 $4.7M
Summit Wealth Partners, LLC 0.89% Add +39.7% 10,592 $4.6M
NorthRock Partners, LLC 0.12% Add +1.5% 10,571 $4.6M
Apexium Financial, LP 0.25% No change 10,548 $4.6M
Venturi Wealth Management, LLC 0.23% Reduce -97.0% 10,533 $4.6M
Altiora Financial Group, LLC 0.90% No change 10,530 $4.6M
Quest 10 Wealth Builders, Inc. 4.48% Add +1.0% 10,502 $4.6M
BridgePort Financial Solutions, LLC 1.53% Add +2.3% 10,491 $4.6M
Evercore Wealth Management, LLC 0.07% Reduce -3.3% 10,450 $4.6M
SageView Advisory Group, LLC 0.17% Reduce -15.6% 10,028 $4.6M
Valmark Advisers, Inc. 0.06% Add +0.5% 10,406 $4.6M
Prospera Capital Management, LLC 2.50% Add +3.3% 10,286 $4.5M
Montag A & Associates Inc. 0.22% Add +0.8% 10,262 $4.5M
City State Bank 1.41% Add +1.0% 10,271 $4.5M
Plante Moran Financial Advisors, LLC 0.32% Add +4.8% 10,253 $4.5M
Centaurus Financial, Inc. 0.26% Reduce -16.1% 10,201 $4.5M
Charter Oak Capital Management, LLC 0.38% Reduce -0.1% 10,171 $4.5M
West Bancorporation Inc. 2.81% Reduce -2.2% 10,164 $4.5M
U.S. Capital Wealth Advisors, LLC 0.13% Add +3.9% 10,116 $4.4M
Earned Wealth Advisors, LLC 0.87% Reduce -0.7% 10,088 $4.4M
Main Street Financial Solutions, LLC 0.32% Add +70.0% 10,029 $4.4M
Eclectic Associates Inc. 0.96% Add +10.2% 10,021 $4.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Reduce -30.4% 9,971 $4.4M
Kuhn & Co Investment Counsel 3.28% Add +8.6% 9,907 $4.3M
Hillcrest Wealth Advisors - NY, LLC 2.04% Reduce -1.5% 9,900 $4.3M
Davidson Trust Co. 2.00% Add +3.2% 9,877 $4.3M
Transcend Capital Advisors, LLC 0.33% Reduce -3.4% 9,810 $4.3M
FineMark National Bank & Trust 0.15% Add +56.1% 9,803 $4.3M
Sutton Place Investors LLC 2.58% Add +0.2% 9,785 $4.3M
Forte Capital LLC 0.46% Reduce -1.8% 9,783 $4.3M
Checchi Capital Advisers, LLC 0.30% Reduce -25.9% 9,777 $4.3M
Stonegate Investment Group, LLC 0.11% Add +2.9% 9,766 $4.3M
Birchcreek Wealth Management, LLC 2.42% Add +1.9% 9,734 $4.3M
Cozad Asset Management Inc. 0.37% Add +3.6% 9,725 $4.3M
Fisher Asset Management 0.00% Add +44.9% 9,708 $4.3M
Lewis Asset Management, LLC 1.99% New 9,641 $4.2M
Pallas Capital Advisors LLC 0.16% Reduce -2.3% 9,625 $4.2M
Grandview Asset Management LLC 1.35% Add +13.5% 9,615 $4.2M
Gradient Capital Advisors, LLC 1.24% Add +5.6% 9,596 $4.2M
Tradition Wealth Management, LLC 0.34% Reduce -14.0% 9,576 $4.2M
KG Capital Management 1.24% Add +6.9% 9,575 $4.2M
Panoramic Investment Advisors, LLC 2.57% Add +18.3% 9,530 $4.2M
Platform Technology Partners 1.09% Add +5.7% 9,503 $4.2M
Councilor Wealth, LLC 1.95% Reduce -6.3% 9,501 $4.2M
WBH Advisory Inc. 0.35% Add +58.1% 9,487 $4.2M
OneAscent Financial Services LLC 0.30% Reduce -29.7% 9,494 $4.2M
Talon Private Wealth, LLC 0.57% Reduce -16.9% 9,468 $4.2M
Bravias Capital Group, LLC 3.04% Add +4.6% 9,446 $4.1M
Fiduciary Alliance LLC 0.31% Add +613.9% 9,438 $4.1M
United Advisor Group, LLC 0.71% Add +47.3% 9,408 $4.1M
HHM Wealth Advisors, LLC 0.49% Add +4.4% 9,396 $4.1M
Global Financial Private Client, LLC 1.54% Add +0.0% 9,380 $4.1M
Nixon Peabody Trust Co. 0.32% No change 9,300 $4.1M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -1.7% 9,289 $4.1M
Houlihan Financial Resource Group, Ltd. 1.68% Add +0.2% 9,078 $4.1M
Blueprint Investment Partners LLC 0.72% Reduce -14.0% 9,236 $4.0M
1900 Wealth Management LLC 0.31% Reduce -0.3% 9,211 $4.0M
Probity Advisors, Inc. 0.71% Reduce -1.0% 9,210 $4.0M
Institute for Wealth Management, LLC. 0.45% Reduce -6.8% 9,193 $4.0M
United Bank 0.48% Reduce -12.3% 9,188 $4.0M
MOKAN Wealth Management Inc. 2.25% Reduce -29.6% 9,191 $4.0M
St Germain D J Co. Inc. 0.17% Add +0.1% 9,131 $4.0M
Compass Financial Group, INC 0.65% Reduce -2.1% 9,085 $4.0M
Fort Vancouver Investment Management, LLC 2.72% Reduce -7.5% 9,078 $4.0M
Kelman-Lazarov, Inc. 0.64% Reduce -0.5% 9,035 $4.0M
Madison Wealth Partners, Inc 0.86% Add +6.1% 9,002 $3.9M
Parsons Capital Management Inc. 0.24% Reduce -10.7% 8,959 $3.9M
Edge Financial Advisors LLC 2.06% Reduce -0.5% 8,941 $3.9M
Equitable Trust Co. 0.19% Reduce -0.4% 8,914 $3.9M
Park Square Financial Group, LLC 2.83% Add +57.3% 8,910 $3.9M
Aaron Wealth Advisors LLC 0.40% No change 8,888 $3.9M
Center for Financial Planning, Inc. 0.45% No change 8,850 $3.9M
Plancorp, LLC 0.13% Add +7.4% 8,846 $3.9M
Fiducient Advisors LLC 0.47% Reduce -1.6% 8,832 $3.9M
Arcadia Investment Advisors LLC 2.00% Reduce -0.7% 8,825 $3.9M
PFG Investments, LLC 0.22% Add +25.5% 8,737 $3.8M
Strategic Family Wealth Counselors, L.L.C. 1.09% Add +1.6% 8,701 $3.8M
National Philanthropic Trust 0.05% No change 8,577 $3.8M
American Capital Advisory, LLC 1.88% Add +0.5% 8,562 $3.8M
Covington Investment Advisors Inc. 0.53% Add +0.8% 8,534 $3.7M
Vantagepoint Investment Advisers LLC 0.37% No change 8,500 $3.7M
Kingswood Wealth Advisors, LLC 0.29% Add +5.2% 8,489 $3.7M
Canvas Wealth Advisors, LLC 0.73% Reduce -1.1% 8,126 $3.7M
Madison Asset Management, LLC 0.04% Add +5.2% 8,451 $3.7M
Wesbanco Bank Inc. 0.11% Add +218.1% 8,421 $3.7M
Compass Capital Corp. /Ma/ 1.74% Reduce -9.0% 8,228 $3.7M
Moors & Cabot, Inc. 0.17% Add +1.4% 8,349 $3.7M
Forum Private Client Group LLC 1.41% Add +1.7% 8,318 $3.6M
Community Bank of Raymore 2.69% Add +70.9% 8,301 $3.6M
Outlook Wealth Advisors, LLC 0.93% Add +0.8% 8,287 $3.6M
Financial Alternatives, Inc 2.36% Reduce -0.4% 8,286 $3.6M
D. E. Shaw & Co. 0.00% Reduce -60.2% 8,283 $3.6M
Prospect Financial Services LLC 2.26% Reduce -10.0% 8,281 $3.6M
Raab & Moskowitz Asset Management LLC 0.87% Reduce -3.2% 8,280 $3.6M
Laird Norton Wetherby Wealth Management, LLC 0.16% — 8,245 $3.6M
Ashton Thomas Securities, LLC 0.87% Add +1.3% 8,240 $3.6M
Fortis Group Advisors, LLC 0.66% Add +16.6% 7,937 $3.6M
Stone Summit Wealth LLC 1.12% Add +27.9% 8,238 $3.6M
Keel Point, LLC 0.24% Reduce -0.1% 8,232 $3.6M
Keebeck Wealth Management 0.47% Reduce -0.7% 8,213 $3.6M
Mezzasalma Advisors, LLC 1.08% Add +12.3% 8,212 $3.6M
Orser Capital Management, LLC 2.55% Reduce -69.1% 8,173 $3.6M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -0.4% 8,157 $3.6M
Kaydan Wealth Management, Inc. 1.17% Add +25.5% 8,149 $3.6M
Walter & Keenan Wealth Management LLC /in/ 1.03% Reduce -2.2% 8,076 $3.5M
KMG Fiduciary Partners, LLC 0.26% No change 8,039 $3.5M
RVW Wealth, LLC 0.30% Reduce -2.0% 8,019 $3.5M
Guyasuta Investment Advisors Inc. 0.21% Add +6.8% 7,905 $3.5M
Summit Trail Advisors, LLC 0.06% New 7,866 $3.5M
Aspen Grove Capital, LLC 0.59% Reduce -5.4% 7,860 $3.5M
Riggs Asset Managment Co. Inc. 0.85% Reduce -9.8% 7,868 $3.4M
Embree Financial Group 0.52% Add +50.6% 7,832 $3.4M
Rothschild Investment LLC 0.21% Add +0.4% 7,825 $3.4M
Aureus Asset Management, LLC 0.22% No change 7,808 $3.4M
Accurate Wealth Management, LLC 0.52% Add +0.8% 7,714 $3.4M
Axis Wealth Partners, LLC 2.24% Add +15.8% 7,765 $3.4M
Cassaday & Co Wealth Management LLC 0.09% Add +2.6% 7,755 $3.4M
Apeiron RIA LLC 0.87% Reduce -3.8% 7,741 $3.4M
Hanover Advisors Inc. 1.38% Reduce -2.1% 7,738 $3.4M
Wilson & Boucher Capital Management, LLC 2.35% No change 7,700 $3.4M
AlphaCore Capital LLC 0.13% Add +172.7% 7,658 $3.4M
Pacific Financial Group Inc. 2.62% Reduce -7.7% 7,643 $3.4M
Barnes Pettey Financial Advisors, LLC 2.23% Add +27.8% 7,617 $3.3M
Coastline Trust Co 0.38% Reduce -4.5% 7,590 $3.3M
Daymark Wealth Partners, LLC 0.13% Add +0.6% 7,570 $3.3M
Advisor OS, LLC 0.33% Reduce -2.4% 7,555 $3.3M
Forum Financial Management, LP 0.05% Add +4.3% 7,549 $3.3M
Trust Co. of Toledo NA 0.36% New 7,539 $3.3M
Thoroughbred Financial Services, LLC 0.23% Add +1.2% 7,507 $3.3M
J Hagan Capital, Inc. 2.21% Add +75.2% 7,281 $3.3M
Advance Capital Management, Inc. 0.15% Reduce -1.3% 7,470 $3.3M
Evermay Wealth Management LLC 0.40% Reduce -0.1% 7,454 $3.3M
Capital Management Associates, Inc 1.03% Add +100.0% 7,437 $3.3M
Primoris Wealth Advisors, LLC 2.22% Add +91.1% 7,433 $3.3M
MJP Associates Inc. 0.48% Reduce -0.5% 7,405 $3.2M
Pinnacle Associates Ltd. 0.05% Add +16.1% 7,343 $3.2M
Elevatus Welath Management 1.07% Reduce -37.8% 7,301 $3.2M
Principal Securities, Inc. 0.06% Reduce -15.1% 7,263 $3.2M
McAdam, LLC 0.17% Add +17.3% 7,262 $3.2M
PGIM Custom Harvest LLC 0.07% Add +3.4% 7,243 $3.2M
ArchPoint Investors 0.93% No change 7,220 $3.2M
Continuum Advisory, LLC 0.38% Add +4.2% 7,220 $3.2M
L. Roy Papp & Associates, LLP 0.38% Reduce -1.9% 7,216 $3.2M
GHP Investment Advisors, Inc. 0.14% Add +0.3% 7,214 $3.2M
Fjell Capital, LLC 2.92% Add +2.7% 7,194 $3.2M
Sagace Wealth Management LLC 2.35% Add +10.5% 7,181 $3.1M
Capital Squared Financial LLC 3.64% — 7,127 $3.1M
Clear Creek Financial Management, LLC 0.30% Add +0.7% 7,098 $3.1M
Covenant Asset Management, LLC 0.64% Add +5.7% 7,055 $3.1M
Chicago Capital, LLC 0.08% No change 7,052 $3.1M
MV Capital Management, Inc. 0.32% No change 7,040 $3.1M
Stonebridge Financial Planning Group, LLC 1.27% Reduce -2.8% 6,964 $3.1M
Hoge Financial Services, LLC 1.90% Reduce -0.6% 6,952 $3.0M
Bartlett & Co. Wealth Management LLC 0.04% Add +9.6% 6,924 $3.0M
Global Wealth Management Investment Advisory, Inc. 0.57% Reduce -5.0% 6,895 $3.0M
RCS Financial Planning, LLC 1.50% Reduce -11.3% 6,880 $3.0M
Southland Equity Partners LLC 0.66% Reduce -14.3% 6,884 $3.0M
KFA Private Wealth Group, LLC 0.93% Add +0.1% 6,873 $3.0M
ProVise Management Group, LLC 0.24% Reduce -1.1% 6,865 $3.0M
Greenleaf Trust 0.03% No change 6,836 $3.0M
ORG Partners LLC 0.65% Reduce -2.1% 6,801 $3.0M
Smith Salley Wealth Management 0.17% Add +17.6% 6,686 $2.9M
Red Wave Investments LLC 0.96% Reduce -9.3% 6,662 $2.9M
UNIVEST FINANCIAL Corp 0.18% Reduce -2.8% 6,656 $2.9M
Invst, LLC 0.36% Add +1.7% 6,623 $2.9M
Integrated Advisors Network LLC 0.13% Reduce -15.4% 6,615 $2.9M
Fenimore Asset Management Inc 0.06% No change 6,581 $2.9M
Ancora Advisors LLC 0.06% Add +2.7% 6,569 $2.9M
Strategic Equity Management 1.05% New 6,530 $2.9M
Westbourne Investments, Inc. 1.53% Reduce -0.1% 6,524 $2.9M
Caldwell Trust Co 0.28% Reduce -1.3% 6,494 $2.8M
Private Trust Co. NA 0.27% Add +36.5% 6,465 $2.8M
Columbia Asset Management 0.55% Add +1.2% 6,390 $2.8M
Ballentine Partners, LLC 0.04% No change 6,388 $2.8M
American Institute for Advanced Investment Management, LLP 1.98% Add +0.8% 6,386 $2.8M
Loomis Sayles & Co. L P 0.00% Reduce -49.3% 6,382 $2.8M
Moseley Investment Management Inc. 0.96% Add +10.9% 6,376 $2.8M
Flputnam Investment Management Co. 0.05% Reduce -9.2% 6,363 $2.8M
Davis R M Inc. 0.05% Reduce -2.5% 6,349 $2.8M
Smithfield Trust Co 0.13% Reduce -15.3% 6,340 $2.8M
Net Worth Advisory Group 0.61% Add +210.5% 6,322 $2.8M
Ade, LLC 1.47% Reduce -0.4% 6,321 $2.8M
Adirondack Trust Co. 1.00% Add +2.9% 6,305 $2.8M
Anchor Investment Management, LLC 0.24% Add +4.6% 6,297 $2.8M
Accretive Wealth Partners, LLC 0.90% Reduce -0.2% 6,286 $2.8M
Dorsey & Whitney Trust CO LLC 0.15% Reduce -27.5% 6,277 $2.8M
JT Stratford LLC 0.42% Add +18.4% 6,276 $2.8M
First County Bank 1.48% Add +0.2% 6,263 $2.7M
North Star Asset Management Inc. 0.12% Reduce -0.6% 6,256 $2.7M
Reynders McVeigh Capital Management, LLC 0.14% Reduce -22.2% 6,198 $2.7M
Geometric Wealth Advisors 0.41% Reduce -3.1% 6,190 $2.7M
SwitchPoint Financial Planning, LLC 2.22% Add +24.9% 6,187 $2.7M
Obsidian Personal Planning Solutions LLC 1.09% Add +0.1% 6,139 $2.7M
Meeder Advisory Services, Inc. 0.14% Reduce -32.8% 6,123 $2.7M
Trinity Financial Advisors LLC 0.82% Reduce -1.1% 6,084 $2.7M
REDW Wealth LLC 1.05% Add +2.4% 6,045 $2.7M
Independent Wealth Network Inc. 0.96% Add +8.1% 6,027 $2.6M
Carl P. Sherr & Co., LLC 1.33% Reduce -0.9% 6,023 $2.6M
Stephens Consulting, LLC 0.63% Reduce -0.3% 6,020 $2.6M
Silver Lake Advisory, LLC 1.12% Reduce -2.0% 6,002 $2.6M
Summit Investment Advisory Services, LLC 1.14% No change 6,002 $2.6M
Jordan Park Group LLC 0.17% No change 6,000 $2.6M
Silver Oak Securities, Incorporated 0.22% Add +17.7% 5,996 $2.6M
SKY-Mountain Capital Management, Inc. 1.74% Reduce -30.6% 5,760 $2.6M
IPG Investment Advisors LLC 0.51% Add +2.9% 5,964 $2.6M
Sunburst Financial Group, LLC 0.58% Reduce -0.2% 5,915 $2.6M
VestGen Investment Management 1.85% Reduce -3.8% 5,900 $2.6M
Blue Zone Wealth Advisors, LLC 0.65% Reduce -0.5% 5,893 $2.6M
Quadrant Private Wealth Management, LLC 0.54% Add +4.0% 5,882 $2.6M
Hancock Whitney Corp. 0.05% Add +256.4% 5,884 $2.6M
Rockwood Wealth Management, LLC 0.23% Reduce -7.2% 5,875 $2.6M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.33% Add +4.3% 5,872 $2.6M
Bridges Investment Management Inc. 0.03% Add +2.6% 5,870 $2.6M
Jackson Hole Capital Partners, LLC 0.47% No change 5,865 $2.6M
Salem Investment Counselors Inc. 0.08% Add +0.2% 5,857 $2.6M
RS Crum Inc. 0.62% No change 5,855 $2.6M
Wealth Effects LLC 0.96% Reduce -2.4% 5,853 $2.6M
BKM Wealth Management, LLC 1.00% Add +3.3% 5,836 $2.6M
MilWealth Group LLC 0.66% No change 5,835 $2.6M
Compass Ion Advisors, LLC 0.28% Reduce -8.1% 5,824 $2.6M
AAFMAA Wealth Management & Trust LLC 1.05% Add +78.7% 5,814 $2.5M
Peapack Gladstone Financial Corp. 0.04% Reduce -10.0% 5,788 $2.5M
Wealth Preservation Advisors, LLC 1.56% Reduce -1.0% 5,779 $2.5M
Ewa, LLC 0.80% Reduce -3.4% 5,773 $2.5M
Evanson Asset Management, LLC 0.16% Add +1.6% 5,752 $2.5M
Good Life Advisors, LLC 0.16% Reduce -2.4% 5,746 $2.5M
Bridgewater Advisors Inc. 0.19% Add +3.1% 5,535 $2.5M
Atlas Legacy Advisors, LLC 0.55% Add +67.3% 5,686 $2.5M
Old National Bancorp 0.04% Add +7.3% 5,685 $2.5M
Moneywise, Inc. 1.17% Add +578.5% 5,672 $2.5M
K2 Financial Inc. 2.17% Add +0.5% 5,541 $2.5M
West Financial Advisors, LLC 0.43% Add +7.3% 5,613 $2.5M
Argent Trust Co 0.09% Reduce -9.4% 5,596 $2.5M
RoundAngle Advisors LLC 2.04% Add +2.7% 5,562 $2.4M
TFB Advisors LLC 0.64% Reduce -3.8% 5,557 $2.4M
Triangle Securities Wealth Management 0.60% Reduce -3.2% 5,555 $2.4M
Kestra Investment Management, LLC 0.07% Add +15.7% 5,547 $2.4M
Allen Investment Management, LLC 0.03% No change 5,539 $2.4M
Larson Financial Group LLC 0.10% Add +24.8% 5,528 $2.4M
Retirement Income Solutions, Inc. 0.44% No change 5,521 $2.4M
Wick Capital Partners, LLC 0.63% Add +11.7% 5,693 $2.4M
Bowman & Co S.C. 1.08% Reduce -0.0% 5,506 $2.4M
Investor's Fiduciary Advisor Network, LLC 0.89% Add +9.4% 5,491 $2.4M
Evergreen Wealth Management, LLC 1.34% Reduce -2.4% 5,444 $2.4M
Binnacle Investments Inc 1.54% Reduce -0.1% 5,415 $2.4M
Truefg, LLC 0.70% Add +0.5% 5,346 $2.3M
Medallion Wealth Advisors, LLC 0.91% Add +28.0% 5,382 $2.3M
Freedom Investment Management, Inc. 0.19% Add +3.5% 5,341 $2.3M
SFG Wealth Management, LLC. 1.41% No change 5,336 $2.3M
ICONIQ Capital, LLC 0.04% Reduce -0.2% 5,336 $2.3M
Certuity, LLC 0.22% Reduce -0.5% 5,329 $2.3M
Sagespring Wealth Partners, LLC 0.05% Add +22.2% 5,275 $2.3M
Legacy Financial Group LLC 0.32% Add +2.2% 5,272 $2.3M
Crestwood Advisors Group, LLC 0.04% Add +0.8% 5,256 $2.3M
Patten & Patten Inc. 0.15% Add +1.9% 5,255 $2.3M
Paragon Private Wealth Management, LLC 0.92% Reduce -4.8% 5,244 $2.3M
Pinnacle Bancorp, Inc. 0.71% Add +0.6% 5,237 $2.3M
Whittier Trust Co. 0.03% Reduce -6.8% 5,217 $2.3M
Diversify Advisory Services, LLC 0.09% Add +3.3% 4,922 $2.3M
Arkos Global Advisors 0.32% Reduce -22.5% 5,189 $2.3M
Greenhouse Wealth Management, LLC 1.46% Add +1.3% 5,171 $2.3M
Precision Wealth Strategies, LLC 0.74% New 5,167 $2.3M
Marco Investment Management LLC 0.19% Reduce -5.3% 5,163 $2.3M
Fulton Bank, N.A. 0.08% Add +3.8% 5,162 $2.3M
Liberty Wealth Management LLC 0.35% New 5,155 $2.3M
Hickory Asset Management, Inc. 1.87% No change 5,147 $2.3M
Mayport, LLC 0.54% New 5,128 $2.2M
May Hill Capital, LLC 0.74% Reduce -3.5% 5,121 $2.2M
Bordeaux Wealth Advisors LLC 0.29% No change 5,110 $2.2M
Americana Partners, LLC 0.08% Add +48.1% 5,094 $2.2M
Soltis Investment Advisors LLC 0.17% Add +11.0% 5,053 $2.2M
Barnes Wealth Management Group, Inc 1.30% Reduce -4.4% 5,030 $2.2M
Cibc World Market Inc. 0.00% Add +6.3% 5,018 $2.2M
Nicolet Bankshares Inc. 0.38% Reduce -6.7% 5,012 $2.2M
Wealthstream Advisors, Inc. 0.36% No change 4,990 $2.2M
Balefire, LLC 0.47% New 4,971 $2.2M
Marks Group Wealth Management, Inc 0.20% Reduce -3.9% 4,969 $2.2M
DT Investment Partners, LLC 0.20% Reduce -18.2% 4,968 $2.2M
Busey Bank 0.07% Add +4.0% 4,963 $2.2M
Next Capital Management LLC 0.80% Add +1.0% 4,942 $2.2M
Fort Sheridan Advisors LLC 0.31% Add +27.0% 4,930 $2.2M
World Equity Group, Inc. 0.59% Add +0.3% 4,930 $2.2M
Vantage Financial Partners, LLC 0.50% Add +1.0% 4,922 $2.2M
Powell Investment Advisors, LLC 0.81% No change 4,915 $2.2M
Harbour Capital Advisors, LLC 0.45% No change 4,927 $2.2M
Hanson & Doremus Investment Management 0.29% No change 4,901 $2.1M
Foguth Wealth Management, LLC. 0.46% Reduce -0.6% 4,888 $2.1M
Motco 0.20% Add +3.8% 4,675 $2.1M
Ascentis Independent Advisors 0.39% Reduce -2.8% 4,847 $2.1M
Asset Dedication, LLC 0.15% Add +7.0% 4,846 $2.1M
BXM Wealth LLC 2.50% No change 4,794 $2.1M
Iron Gate Global Advisors LLC 0.23% Reduce -3.4% 4,762 $2.1M
Prepared Retirement Institute LLC 1.22% Reduce -5.8% 4,725 $2.1M
Pecaut & Co. 0.69% Add +30.8% 4,715 $2.1M
Norris Perne & French LLP 0.14% Reduce -1.6% 4,702 $2.1M
Founders Financial Alliance, LLC 0.47% Add +3.8% 4,697 $2.1M
Graves Light Lenhart Wealth, Inc. 0.24% Reduce -0.1% 4,691 $2.1M
Insigneo Advisory Services, LLC 0.18% Reduce -2.8% 4,685 $2.1M
Strategic Advocates LLC 0.61% No change 4,672 $2.0M
Synergy Asset Management, LLC 0.23% Add +2.9% 4,667 $2.0M
Acas, LLC 1.37% Add +0.5% 4,414 $2.0M
Tenon Financial LLC 0.90% Add +100.2% 5,029 $2.0M
Ironwood Financial, llc 0.44% No change 5,486 $2.0M
Wingate Wealth Advisors, Inc. 1.81% Reduce -3.7% 4,637 $2.0M
First Citizens Bank & Trust Co. 0.04% Add +45.1% 4,632 $2.0M
Orin Green Financial, LLC 0.86% Reduce -0.4% 4,617 $2.0M
WESPAC Advisors SoCal, LLC 0.45% Reduce -40.3% 4,603 $2.0M
Russell Investments Group, Ltd. 0.00% Add +111.9% 4,594 $2.0M
Dunhill Financial, LLC 0.58% Add +6.0% 4,582 $2.0M
Kane Investment Management, Inc. 1.05% Reduce -8.2% 4,581 $2.0M
KPP Advisory Services LLC 0.33% Reduce -8.9% 4,578 $2.0M
Bedel Financial Consulting, Inc. 0.27% Reduce -0.1% 4,574 $2.0M
Absolute Capital Management, LLC 1.00% Add +10.4% 4,554 $2.0M
Key Financial Inc 0.40% Reduce -0.8% 4,542 $2.0M
Heritage Financial Services, LLC 0.19% Add +4.0% 4,541 $2.0M
Wealth Watch Advisors, INC 1.15% Reduce -7.8% 4,538 $2.0M
RTD Financial Advisors, Inc. 0.25% Add +64.2% 4,537 $2.0M
SeaCrest Wealth Management, LLC 0.22% Reduce -2.4% 4,536 $2.0M
CWA Asset Management Group, LLC 0.08% Add +7.8% 4,528 $2.0M
Goldstein Advisors, LLC 0.27% Add +8.9% 4,525 $2.0M
Silver Coast Investments LLC 0.72% Add +4.3% 4,495 $2.0M
Avant Capital LLC 1.52% Reduce -1.7% 4,480 $2.0M
Clarendon Private LLC 1.88% Reduce -1.4% 4,453 $2.0M
IFC Advisors LLC 0.36% Add +1.8% 4,449 $2.0M
Ethos Financial Group, LLC 0.17% Reduce -81.2% 4,437 $1.9M
Marquette Asset Management, LLC 0.33% Reduce -2.6% 4,434 $1.9M
Rollins Financial Advisors, LLC 0.31% Reduce -0.7% 4,426 $1.9M
Coppell Advisory Solutions LLC 0.23% Add +5.9% 4,446 $1.9M
CRA Financial Services, LLC 0.30% Add +1.4% 4,424 $1.9M
Congress Asset Management Co. 0.01% Add +77.7% 4,390 $1.9M
Taylor Hoffman Capital Management LLC 0.66% Reduce -3.3% 4,384 $1.9M
Wiser Advisor Group LLC 3.34% Reduce -17.2% 4,379 $1.9M
Allegheny Financial Group 0.43% Add +12.4% 4,370 $1.9M
LifeSteps Financial, Inc. 1.31% Reduce -1.1% 4,358 $1.9M
Ally Invest Advisors Inc. 0.15% Add +94.7% 4,357 $1.9M
GM Advisory Group, LLC 0.09% Add +62.2% 4,355 $1.9M
Victory Capital Management Inc. 0.00% New 4,346 $1.9M
Trilogy Capital Inc. 0.09% Reduce -0.7% 4,339 $1.9M
Perissos Private Wealth Management, LLC 1.50% New 4,326 $1.9M
GAMMA Investing LLC 0.12% Add +17.4% 4,320 $1.9M
Alta Wealth Advisors LLC 0.89% Add +5.4% 4,320 $1.9M
Stonebrook Private Inc. 0.44% No change 4,314 $1.9M
Saiph Capital, LLC 0.74% Add +5.2% 4,313 $1.9M
Nicholas Hoffman & Company, LLC. 0.05% Add +1.5% 4,305 $1.9M
Boyd Wealth Management, LLC 0.81% Add +3.8% 4,290 $1.9M
Staley Capital Advisers Inc. 0.08% Reduce -4.0% 4,279 $1.9M
Retirement Planning Co of New England, Inc. 0.83% Reduce -1.2% 4,274 $1.9M
Mission Creek Capital Partners, Inc. 0.41% Reduce -3.2% 4,255 $1.9M
Sunbelt Securities, Inc. 0.16% Reduce -11.3% 4,537 $1.9M
Tandem Capital Management Corp. 0.94% Add +6.2% 4,243 $1.9M
Jump Financial, LLC 0.02% New 4,241 $1.9M
White Knight Strategic Wealth Advisors, LLC 1.57% Reduce -0.7% 4,220 $1.9M
Rossmore Private Capital 0.21% Reduce -16.0% 4,186 $1.8M
Tectonic Advisors LLC 0.11% Add +25.0% 4,166 $1.8M
Provenance Wealth Advisors, LLC 0.26% Add +14.0% 4,151 $1.8M
Tyler-Stone Wealth Management 0.29% No change 4,148 $1.8M
Aventus Investment Advisors, Inc. 1.63% — 4,140 $1.8M
Compass Advisory Group LLC 0.57% Add +29.1% 4,135 $1.8M
NorthLanding Financial Partners, LLC 1.60% Reduce -1.5% 4,127 $1.8M
Acorn Wealth Advisors, LLC 0.66% Add +283.8% 4,072 $1.8M
Plan Group Financial, LLC 0.59% Add +138.4% 4,070 $1.8M
Retirement Guys Formula LLC 0.68% Add +1.0% 4,311 $1.8M
Fidelis Capital Partners, LLC 0.16% Add +36.5% 3,908 $1.8M
PAX Financial Group, LLC 0.34% Reduce -43.1% 4,059 $1.8M
Manchester Capital Management LLC 0.23% Reduce -91.1% 4,039 $1.8M
Sfm, LLC 1.14% Add +0.5% 4,038 $1.8M
Spinnaker Investment Group, LLC 0.41% Reduce -8.3% 4,020 $1.8M
Park Place Capital Corp 0.40% No change 4,061 $1.8M
Robinson Smith Wealth Advisors LLC 1.41% Add +5.7% 4,020 $1.8M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -2.3% 4,019 $1.8M
SK Wealth Management, LLC 0.76% Reduce -1.7% 3,979 $1.8M
Icon Wealth Advisors, LLC 0.13% No change 4,012 $1.8M
First Trust Advisors LP 0.00% Reduce -27.9% 4,004 $1.8M
TD Waterhouse Canada Inc. 0.01% Add +1.7% 4,045 $1.8M
Oakworth Capital, Inc. 0.11% No change 3,994 $1.8M
Realta Investment Advisors 0.69% Add +139.3% 3,991 $1.7M
Detalus Advisors, LLC 0.51% Add +0.1% 3,981 $1.7M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +0.3% 3,979 $1.7M
Sterling Wealth Management, Inc. 0.59% — 3,975 $1.7M
Southern Capital Advisors, LLC 0.89% No change 3,972 $1.7M
Independent Advisor Alliance 0.05% Add +12.1% 3,969 $1.7M
Accel Wealth Management 0.58% Add +1.7% 3,966 $1.7M
Investments & Financial Planning, LLC 1.00% Reduce -0.3% 3,962 $1.7M
Walkner Condon Financial Advisors LLC 0.32% Add +4.1% 3,955 $1.7M
Next Level Private LLC 0.56% Add +2.1% 3,954 $1.7M
SkyOak Wealth, LLC 0.35% Reduce -3.0% 3,946 $1.7M
Kearns & Associates LLC 0.99% Add +1.8% 3,940 $1.7M
North Ridge Wealth Advisors, Inc. 1.06% Reduce -1.6% 3,935 $1.7M
Crux Wealth Advisors 0.73% Reduce -1.2% 3,932 $1.7M
Breakwater Capital Group 0.28% Reduce -1.1% 3,918 $1.7M
Maripau Wealth Management LLC 0.86% Reduce -17.2% 3,916 $1.7M
First Manhattan Co. Llc. 0.00% Reduce -3.1% 3,905 $1.7M
WealthCare Investment Partners, LLC 0.62% Add +2.3% 3,873 $1.7M
Ingalls & Snyder LLC 0.06% Reduce -11.3% 3,894 $1.7M
Park National Corp. 0.06% Add +3.4% 3,889 $1.7M
Asset Management Group, Inc. 0.30% No change 3,873 $1.7M
Optima Capital LLC 0.91% Reduce -0.2% 3,847 $1.7M
Fusion Family Wealth, LLC 0.14% Reduce -8.2% 3,849 $1.7M
Glenview Trust Co 0.03% Add +1.2% 3,849 $1.7M
Security National Bank of So Dak 0.92% Reduce -3.1% 3,841 $1.7M
Yelin Lapidot Holdings Management Ltd. 0.31% No change 3,835 $1.7M
Country Club Bank 0.11% Reduce -2.6% 3,843 $1.7M
Lion Street Advisors, LLC 0.51% Reduce -28.3% 3,823 $1.7M
Vertex Planning Partners, LLC 0.35% Reduce -5.5% 3,808 $1.7M
Deutsche Bank AG 0.00% Add +26.6% 3,797 $1.7M
Buck Wealth Strategies, LLC 0.25% Add +58.2% 3,785 $1.7M
Camarda Financial Advisors, LLC 0.65% Add +44.1% 3,777 $1.7M
Harbor Group, Inc. 0.29% Add +10.9% 3,763 $1.6M
LaFleur & Godfrey LLC 0.21% No change 3,760 $1.6M
SigFig Wealth Management, LLC 0.05% Reduce -30.9% 3,763 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -6.3% 3,743 $1.6M
Horizon Investments, LLC 0.03% Reduce -79.0% 3,710 $1.6M
Lloyd Advisory Services, LLC. 0.78% New 3,691 $1.6M
Twin Lakes Capital Management, LLC 0.98% No change 3,683 $1.6M
Freestone Capital Holdings, LLC 0.05% Add +0.0% 3,659 $1.6M
Lantz Financial LLC 0.40% Reduce -6.6% 3,655 $1.6M
Mogy Joel R Investment Counsel Inc. 0.09% No change 3,650 $1.6M
Advocate Group LLC 0.29% No change 3,649 $1.6M
Easterly Investment Partners LLC 0.11% No change 3,633 $1.6M
Camelot Portfolios, LLC 0.95% Reduce -10.2% 3,628 $1.6M
Spectrum Asset Management, Inc. (NB/CA) 0.69% Reduce -41.3% 3,602 $1.6M
KilterHowling LLC 0.94% No change 3,602 $1.6M
Holos Integrated Wealth LLC 0.95% Reduce -7.4% 3,433 $1.6M
Sage Financial Management Group, Inc. 0.55% Add +48.5% 3,595 $1.6M
Aua Capital Management, LLC 0.94% No change 3,593 $1.6M
Hilltop National Bank 0.41% — 3,592 $1.6M
Lifeworks Advisors, LLC 0.23% Reduce -2.6% 3,583 $1.6M
Westmount Partners, LLC 0.43% Add +0.1% 3,581 $1.6M
Strait & Sound Wealth Management LLC 0.67% Reduce -13.9% 3,577 $1.6M
International Assets Investment Management, LLC 0.13% Add +8.3% 3,571 $1.6M
Atlantic Edge Private Wealth Management, LLC 0.43% Add +1471.4% 3,567 $1.6M
Jaffetilchin Investment Partners, LLC 0.10% Reduce -3.0% 3,566 $1.6M
Occidental Asset Management, LLC 0.22% Reduce -33.9% 3,556 $1.6M
River Wealth Advisors LLC 0.19% Add +77.1% 3,555 $1.6M
Grange Capital, LLC 1.62% Reduce -5.8% 3,543 $1.6M
Curtis Advisory Group, LLC 0.39% Add +12.7% 3,536 $1.6M
Intrua Financial, LLC 0.22% Add +1.8% 3,535 $1.5M
Meritage Portfolio Management 0.10% Reduce -0.1% 3,528 $1.5M
Graney & King, LLC 1.03% Add +11.5% 3,492 $1.5M
Athena Investment Management 0.86% Add +18.1% 3,491 $1.5M
McAlister, Sweet & Associates, Inc. 1.36% Reduce -85.8% 3,485 $1.5M
Cherry Tree Wealth Management, LLC 0.35% Reduce -2.2% 3,483 $1.5M
William Mack & Associates, Inc. 0.97% Add +21.4% 3,478 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.56% Add +25.2% 3,477 $1.5M
Simplicity Wealth,LLC 0.06% Reduce -43.2% 3,474 $1.5M
Cedar Mountain Advisors, LLC 0.32% Reduce -2.0% 3,473 $1.5M
Mayflower Financial Advisors, LLC 0.21% Add +2.7% 3,467 $1.5M
Burney Co./ 0.05% Reduce -15.6% 3,453 $1.5M
Dana Investment Advisors, Inc. 0.05% Add +4.5% 3,450 $1.5M
SteelPeak Wealth, LLC 0.06% Reduce -31.9% 3,446 $1.5M
Operose Advisors LLC 0.42% Add +7.9% 3,429 $1.5M
New England Private Wealth Advisors LLC 0.22% Add +0.1% 3,293 $1.5M
Baring Financial LLC 1.12% Reduce -2.1% 3,413 $1.5M
Northwest Bancshares, Inc. 0.26% Reduce -2.3% 3,413 $1.5M
Arlington Capital Management, Inc. 1.30% New 3,407 $1.5M
360 Financial, Inc. 0.47% Reduce -3.8% 3,401 $1.5M
Chapin Davis, Inc. 0.41% Add +0.0% 3,395 $1.5M
Bank of New Hampshire 0.37% No change 3,393 $1.5M
Jackson Wealth Management, LLC 0.16% Reduce -82.1% 3,390 $1.5M
First National Bank Sioux Falls 0.55% No change 3,388 $1.5M
Lincoln Capital LLC 0.29% Add +0.4% 3,387 $1.5M
Shelton Capital Management 0.03% Add +53.8% 3,383 $1.5M
WESPAC Advisors, LLC 1.04% Reduce -4.3% 3,379 $1.5M
Financial Advocates Investment Management 0.12% Reduce -53.8% 3,360 $1.5M
Eldridge Investment Advisors, Inc. 0.31% Reduce -1.8% 3,354 $1.5M
Madden Advisory Services, Inc. 0.62% Add +0.9% 3,342 $1.5M
Cosner Financial Group, LLC 0.81% Reduce -0.6% 3,334 $1.5M
Boston Trust Walden Corp 0.01% No change 3,334 $1.5M
Verus Capital Partners, LLC 0.13% Add +0.7% 3,328 $1.5M
Tounjian Advisory Partners, LLC 0.28% No change 3,928 $1.5M
LRI Investments, LLC 0.12% No change 3,319 $1.5M
Noesis Capital Mangement Corp. 0.25% Reduce -1.8% 3,308 $1.5M
Alpha Cubed Investments, LLC 0.06% Reduce -2.2% 3,306 $1.4M
Canandaigua National Bank & Trust Co. 0.13% Reduce -1.8% 3,302 $1.4M
Modern Wealth Management, LLC 0.04% Add +21.8% 3,300 $1.4M
Creekmur Asset Management LLC 0.26% Add +0.5% 3,299 $1.4M
Confluence Wealth Services, Inc. 0.08% Add +1.4% 3,290 $1.4M
Breakwater Investment Management 0.56% No change 3,284 $1.4M
T. Rowe Price Associates Inc. 0.00% Reduce -4.8% 3,262 $1.4M
Whipplewood Advisors, LLC 0.79% Reduce -48.4% 3,261 $1.4M
Summit Wealth & Retirement Planning, Inc. 0.38% Reduce -14.0% 3,233 $1.4M
Faithward Advisors, LLC 0.22% Add +13.5% 3,217 $1.4M
Klingman & Associates, LLC 0.08% Add +20.7% 3,204 $1.4M
Linscomb Wealth, Inc. 0.06% Add +21.4% 3,189 $1.4M
Clark Capital Management Group, Inc. 0.01% Reduce -23.9% 3,187 $1.4M
Independence Bank of Kentucky 0.20% Add +1.0% 3,166 $1.4M
Goodwin Investment Advisory 1.59% Add +46.0% 3,150 $1.4M
Journey Advisory Group, LLC 0.11% Reduce -4.5% 3,149 $1.4M
Nautilus Advisors LLC 1.01% Reduce -0.8% 3,140 $1.4M
Matrix Asset Advisors Inc. 0.14% Add +2.0% 3,131 $1.4M
Del-Sette Capital Management, LLC 0.95% Reduce -30.6% 3,124 $1.4M
Jeppson Wealth Management, LLC 0.47% No change 3,112 $1.4M
Quadrant Capital Group LLC 0.05% Reduce -5.0% 3,094 $1.4M
Patriot Investment Management Group, Inc. 0.09% No change 3,086 $1.4M
Fielder Capital Group LLC 0.36% No change 3,067 $1.3M
CVA Family Office, LLC 0.19% No change 3,067 $1.3M
Catalyst Financial Partners LLC 0.15% New 3,062 $1.3M
Jennison Associates LLC 0.00% Reduce -57.8% 3,060 $1.3M
Diversify Wealth Management, LLC 0.08% Add +0.1% 2,896 $1.3M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +17.7% 3,056 $1.3M
Cohen Investment Advisors LLC 0.70% Add +2.6% 3,046 $1.3M
Three Magnolias Financial Advisors, LLC 0.93% Reduce -5.0% 3,045 $1.3M
Bridgewealth Advisory Group, LLC 0.34% Add +55.4% 3,031 $1.3M
Rockbridge Investment Management, LCC 0.14% Reduce -13.9% 3,023 $1.3M
G&S Capital LLC 0.52% Reduce -4.3% 3,013 $1.3M
Sandy Cove Advisors, LLC 0.48% Add +7.2% 3,011 $1.3M
Mb, Levis & Associates, LLC 0.58% No change 3,009 $1.3M
Oxford Financial Group, LTD. LLC 0.08% Add +0.5% 3,008 $1.3M
Tme Financial, Inc. 1.06% Add +3.6% 3,002 $1.3M
Nordwand Advisors, LLC 0.21% New 3,000 $1.3M
Delta Capital Management LLC 0.74% No change 3,000 $1.3M
Providence Capital Advisors, LLC 0.24% Reduce -26.5% 2,995 $1.3M
Bull Oak Capital, LLC 0.60% No change 2,981 $1.3M
Headinvest, LLC 0.28% Add +1.9% 2,978 $1.3M
Fiduciary Financial Group, LLC 0.24% No change 2,998 $1.3M
Capital Group Private Client Services, Inc. 0.01% Add +9.5% 2,965 $1.3M
Ruggaard & Associates LLC 0.52% Reduce -17.4% 2,962 $1.3M
Hoxton Planning & Management, LLC 0.45% Reduce -3.0% 2,952 $1.3M
Shepherd Financial Partners LLC 0.14% No change 2,937 $1.3M
Passive Capital Management, LLC. 0.40% No change 2,965 $1.3M
Michels Family Financial, LLC 1.09% No change 2,925 $1.3M
Kitching Partners, LLC 1.30% Reduce -3.7% 2,917 $1.3M
Golden State Wealth Management, LLC 0.16% Reduce -1.7% 2,916 $1.3M
Hurley Capital, LLC 0.89% Add +17.2% 2,906 $1.3M
LPWM LLC 0.37% Add +4.2% 2,880 $1.3M
Seneschal Advisors, LLC 0.99% Reduce -0.0% 2,854 $1.3M
Farmers Trust Co. 0.23% Reduce -1.3% 2,847 $1.2M
Encompass Wealth Advisors, LLC 0.46% Reduce -0.1% 2,838 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 2,829 $1.2M
HBW Advisory Services LLC 0.15% Add +0.8% 2,825 $1.2M
Ibex Wealth Advisors 0.13% Reduce -51.8% 2,824 $1.2M
Annex Advisory Services, LLC 0.03% Reduce -36.0% 2,822 $1.2M
Avantax Planning Partners, Inc. 0.04% Add +4.5% 2,817 $1.2M
Aprio Wealth Management, LLC 0.14% No change 2,816 $1.2M
180 Wealth Advisors, LLC 0.17% Add +14.8% 2,804 $1.2M
Sound Income Strategies, LLC 0.07% Reduce -5.5% 2,798 $1.2M
Haverford Trust Co 0.01% Add +5.0% 2,795 $1.2M
Sonora Investment Management Group, LLC 0.09% Reduce -3.2% 2,792 $1.2M
Convergence Financial, LLC 0.21% Add +1.8% 2,787 $1.2M
American Trust 0.12% New 2,784 $1.2M
Gladwyn Financial Advisors, Inc. 0.94% — 2,783 $1.2M
Caldwell Sutter Capital, Inc. 0.56% Reduce -0.3% 2,782 $1.2M
Cornell Pochily Investment Advisors, Inc. 0.40% Reduce -0.9% 2,780 $1.2M
Fiduciary Trust Co 0.01% Add +13.5% 2,776 $1.2M
Arq Wealth Advisors, LLC 0.42% No change 3,270 $1.2M
Private Advisory Group LLC 0.11% Reduce -0.9% 2,763 $1.2M
HF Advisory Group, LLC 0.48% Reduce -3.9% 2,758 $1.2M
Circle Wealth Management, LLC 0.03% No change 2,758 $1.2M
Marion Wealth Management 0.30% Add +1.6% 2,756 $1.2M
Gateway Wealth Partners, LLC 0.23% Add +2.0% 2,755 $1.2M
Cypress Financial Planning LLC 0.40% Reduce -0.1% 2,751 $1.2M
Element Squared LLC 0.75% — 2,744 $1.2M
Summit Financial Strategies, Inc. 0.11% Reduce -14.8% 2,744 $1.2M
Jacobi Capital Management LLC 0.08% Reduce -0.4% 2,743 $1.2M
Arrow Investment Advisors, LLC 1.16% Reduce -7.9% 2,740 $1.2M
Libra Wealth LLC 0.39% No change 2,739 $1.2M
Claro Advisors Inc. 0.20% Add +0.9% 2,730 $1.2M
Parr McKnight Wealth Management Group, LLC 0.16% Reduce -0.6% 2,730 $1.2M
Flagship Private Wealth, LLC 0.51% No change 2,715 $1.2M
Stablepoint Partners, LLC 0.20% Add +9.1% 2,708 $1.2M
Valley National Advisers Inc. 0.19% Reduce -0.1% 2,702 $1.2M
Alpha Omega Wealth Management LLC 0.21% Reduce -2.4% 2,696 $1.2M
Waller Financial Planning Group, Inc. 0.29% Add +11.3% 2,692 $1.2M
Viawealth, LLC 0.70% Add +1.1% 2,692 $1.2M
Sentinel Wealth Management, Inc. 1.11% — 2,689 $1.2M
Manufacturers Life Insurance Company, The 0.00% Reduce -98.7% 2,692 $1.2M
Endowment Wealth Management, Inc. 0.61% Add +6.9% 2,686 $1.2M
Johnson Financial Group, Inc. 0.05% Add +36.5% 2,683 $1.2M
First Command Advisory Services, Inc. 0.01% Reduce -2.8% 2,659 $1.2M
Fortis Capital Advisors, LLC 0.21% Reduce -2.0% 2,657 $1.2M
Tsfg, LLC 0.21% Reduce -12.8% 2,648 $1.2M
Frank, Rimerman Advisors LLC 0.08% No change 2,643 $1.2M
Hughes Financial Services, LLC 0.20% Reduce -1.5% 2,539 $1.2M
Farmers National Bank 0.30% Reduce -0.1% 2,635 $1.2M
Farmers & Merchants Investments Inc. 0.03% No change 2,631 $1.2M
Pekin Hardy Strauss, Inc. 0.13% Add +16.6% 2,628 $1.2M
Bouchey Financial Group, Ltd. 0.10% No change 2,615 $1.1M
L & S Advisors Inc 0.13% Add +30.7% 2,610 $1.1M
Symmetry Partners, LLC 0.14% Reduce -0.9% 2,609 $1.1M
Innovative Wealth Building LLC 0.94% Add +27.7% 2,592 $1.1M
Patton Albertson Miller Group, LLC 0.15% No change 2,578 $1.1M
Abacus Wealth Partners, LLC 0.17% Add +117.3% 2,575 $1.1M
Norden Group LLC 0.12% Reduce -31.1% 2,573 $1.1M
Zacks Investment Management 0.01% Reduce -13.0% 2,571 $1.1M
Beacon Financial Advisory LLC 0.29% Reduce -16.9% 2,568 $1.1M
Baker Avenue Asset Management, LP 0.03% Reduce -1.4% 2,560 $1.1M
Indiana Trust & Investment Management Co 0.37% Add +0.3% 2,554 $1.1M
CGC Financial Services, LLC 0.38% Add +12.9% 2,540 $1.1M
Florida Financial Advisors, LLC 0.27% Add +1.1% 2,535 $1.1M
Brady Martz Wealth Solutions, LLC 0.21% Add +26.4% 2,532 $1.1M
Sonoma Private Wealth LLC 1.36% No change 2,526 $1.1M
Horan Securities, Inc. 0.39% Add +16.7% 2,519 $1.1M
Brian Low Financial Group, LLC 1.03% — 2,502 $1.1M
Focused Wealth Management, Inc 0.13% No change 2,501 $1.1M
Trust Co. of Vermont 0.05% No change 2,495 $1.1M
Conservest Capital Advisors, Inc. 0.11% Reduce -1.7% 2,491 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.27% New 2,491 $1.1M
Traction Financial Partners, LLC 0.74% No change 2,490 $1.1M
Harbor Asset Planning, Inc. 1.04% — 2,489 $1.1M
My Legacy Advisors, LLC 0.39% Reduce -14.1% 2,462 $1.1M
Waterfront Wealth Inc. 0.24% Add +2.9% 2,482 $1.1M
TCI Wealth Advisors, Inc. 0.07% Reduce -1.8% 2,474 $1.1M
Guardian Wealth Advisors, LLC / NC 0.08% Add +0.1% 2,474 $1.1M
Redwood Financial Network Corp 0.73% Reduce -2.0% 2,461 $1.1M
Prosperity Consulting Group, LLC 0.08% Reduce -4.3% 2,461 $1.1M
Rather & Kittrell, Inc. 0.21% Add +0.2% 2,464 $1.1M
Investmark Advisory Group LLC 0.50% Add +2.8% 2,456 $1.1M
PDS Planning, Inc 0.08% No change 2,444 $1.1M
Foster Group, Inc. 0.04% Add +23.0% 2,439 $1.1M
Capital Investment Counsel, LLC 0.17% New 2,438 $1.1M
Compass Planning Associates Inc 0.98% No change 2,436 $1.1M
Interchange Capital Partners, LLC 0.25% Reduce -3.2% 2,435 $1.1M
United Community Bank 0.36% Add +11.1% 2,428 $1.1M
Kirtland Hills Capital Management, LLC 0.49% Add +308.1% 2,424 $1.1M
RKL Wealth Management LLC 0.09% Reduce -1.6% 2,421 $1.1M
Wealth Advisors of Iowa, LLC 0.40% No change 2,419 $1.1M
Juncture Wealth Strategies, LLC 0.37% New 2,407 $1.1M
Alley Investment Management Company, LLC 0.13% Add +0.3% 2,406 $1.1M
Traynor Capital Management, Inc. 0.07% Add +26.5% 2,427 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Reduce -14.7% 2,380 $1.1M
Collective Family Office LLC 0.27% Reduce -6.8% 2,388 $1.0M
Evolution Wealth Advisors, LLC 0.15% Add +0.3% 2,386 $1.0M
Winslow Capital Management, LLC 0.00% Reduce -22.2% 2,386 $1.0M
Tanglewood Legacy Advisors, LLC 0.43% Reduce -2.1% 2,380 $1.0M
Newman Dignan & Sheerar, Inc. 0.24% Reduce -40.2% 2,366 $1.0M
Seaview Investment Managers LLC 0.22% Add +127.2% 2,363 $1.0M
GWN Securities Inc. 0.19% Reduce -44.1% 2,348 $1.0M
Mainstay Capital Management LLC 0.05% Add +100.0% 2,352 $1.0M
Whitaker-Myers Wealth Managers, LTD. 0.26% Reduce -37.9% 2,349 $1.0M
Everstar Asset Management, LLC 0.63% Reduce -0.4% 2,344 $1.0M
IFG Advisors, LLC 0.17% Add +13.9% 2,344 $1.0M
Aviso Wealth Management 0.48% Reduce -7.8% 2,342 $1.0M
Strategic Financial Services, Inc. 0.06% Reduce -7.3% 2,334 $1.0M
Obermeyer Wealth Partners 0.05% Add +66.1% 2,334 $1.0M
Cypress Point Wealth Management, LLC 0.25% No change 2,333 $1.0M
Holderness Investments Co. 0.22% Add +9.8% 2,330 $1.0M
Orgel Wealth Management, LLC 0.02% Add +7.8% 2,322 $1.0M
Brown Miller Wealth Management, LLC 0.32% No change 2,319 $1.0M
Northstar Advisory Group, LLC 0.50% Add +0.1% 2,318 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Add +0.3% 2,310 $1.0M
Renaissance Technologies 0.00% Reduce -84.7% 2,300 $1.0M
FRG Family Wealth Advisors LLC 0.18% No change 2,298 $1.0M
RiverFront Investment Group, LLC 0.02% Add +22.2% 2,298 $1.0M
Mascagni Wealth Management, Inc. 0.86% Reduce -5.0% 2,296 $1.0M
Chemistry Wealth Management LLC 0.22% Add +29.1% 2,294 $1.0M
Wealth Dimensions Group, Ltd. 0.22% Add +6.5% 2,289 $1.0M
Carret Asset Management, LLC 0.11% Add +0.0% 2,285 $1.0M
Sollinda Capital Management LLC 0.26% New 2,280 $1000K
WNY Asset Management, LLC 0.11% Add +21.0% 2,278 $999K
Wealth Architects, LLC 0.10% Reduce -29.8% 2,278 $999K
Tocqueville Asset Management L.P. 0.02% No change 2,274 $997K
DMKC Advisory Services, LLC 0.52% New 2,219 $994K
Horizon Investment Services, LLC 0.44% Reduce -3.5% 2,267 $994K
X-Square Capital, LLC 0.36% Add +3.7% 2,262 $992K
Strategic Wealth Partners, Ltd. 0.08% — 2,257 $989K
Intellectus Partners, LLC 0.21% No change 2,245 $985K
Charis Legacy Partners, LLC 1.62% Add +1.8% 2,247 $985K
Wrapmanager Inc. 0.24% Reduce -16.2% 2,246 $985K
OVERSEA-CHINESE BANKING Corp Ltd 0.03% No change 2,246 $985K
Black Swift Group, LLC 0.20% Reduce -1.2% 2,244 $984K
Canal Capital Management, LLC 0.15% Add +4.7% 2,236 $980K
Alaska Wealth Advisors, LLC 0.14% Reduce -0.6% 2,231 $978K
Money Concepts Capital Corp. 0.07% Reduce -9.0% 2,225 $975K
Roundview Capital LLC 0.07% Reduce -2.6% 2,225 $975K
HUB Investment Partners, LLC 0.03% Reduce -18.8% 2,219 $973K
Myecfo, LLC 0.48% Reduce -0.2% 2,218 $972K
SVB Wealth LLC 0.05% New 2,216 $971K
Allen Capital Group, LLC 0.10% Add +44.0% 2,212 $970K
Triad Wealth Partners, LLC 0.20% Add +124.0% 2,211 $969K
Wealthquest Corp 0.08% Reduce -22.9% 2,196 $963K
Harmony Asset Management LLC 0.36% Add +1.1% 2,195 $962K
Towercrest Capital Management 0.17% No change 2,191 $961K
First Bancorp, Inc 0.55% Add +12.4% 2,190 $960K
Talisman Wealth Advisors LLC 0.87% No change 2,183 $957K
Strive Asset Management, LLC 0.58% No change 2,180 $956K
Hilltop Wealth Advisors, LLC 0.54% Reduce -1.1% 2,176 $954K
Raleigh Capital Management Inc. 0.40% Reduce -3.3% 2,169 $951K
AAF Wealth Management, LLC 0.43% Add +0.2% 2,164 $949K
Williams Jones Wealth Management, LLC. 0.01% Add +18.8% 2,151 $943K
Fingerlakes Wealth Management, Inc. 0.70% No change 2,147 $941K
Evolution Wealth Management Inc. 1.16% — 2,141 $939K
McLean Asset Management Corp 0.25% No change 2,146 $938K
Crescent Grove Advisors, LLC 0.09% Reduce -7.9% 2,130 $935K
Aufman Associates Inc 0.58% Reduce -1.2% 2,130 $934K
Accredited Investor Services, LLC 0.70% Add +33.7% 2,111 $925K
Proffitt & Goodson Inc. 0.14% No change 2,108 $924K
DiNuzzo Private Wealth, Inc. 0.11% No change 2,102 $922K
Sovran Advisors, LLC 0.10% Reduce -9.1% 2,101 $921K
Shayne & Jacobs, LLC 0.30% No change 2,100 $921K
Wealth Management Partners, LLC 0.33% Add +2.4% 2,096 $920K
Winch Advisory Services, LLC 0.22% Add +9.9% 2,094 $918K
Bogart Wealth, LLC 0.04% Reduce -2.3% 2,084 $914K
Wisconsin Wealth Advisors, LLC 1.04% Add +171.8% 2,063 $904K
Channel Wealth LLC 0.26% Reduce -0.2% 2,058 $902K
TruWealth Advisors, LLC 0.05% Add +9.5% 2,057 $902K
Shared Vision Wealth Group LLC 0.45% No change 1,978 $901K
Archer Investment Corp 0.21% Add +3.5% 2,049 $898K
W Advisors, LLC 0.51% Reduce -3.4% 2,044 $896K
Clarity Financial LLC 0.10% No change 2,041 $895K
Northwest Wealth Management, LLC 0.16% Reduce -2.4% 2,039 $894K
Opulen Financial Group LLC 0.73% Add +3.3% 2,035 $892K
BOS Asset Management, LLC 0.29% No change 2,028 $889K
Windsor Capital Management, LLC 0.26% Reduce -1.1% 2,025 $888K
First National Trust Co 0.03% Reduce -3.0% 2,025 $888K
One Wealth Advisors, LLC 0.12% No change 2,018 $885K
Colonial Trust Co / SC 0.13% Add +16.3% 2,017 $884K
Twin City Private Wealth, LLC 0.72% Reduce -7.2% 2,014 $884K
Meridian Wealth Advisors, LLC 0.14% No change 2,016 $884K
Hemington Wealth Management 0.13% No change 2,014 $882K
LJI Wealth Management, LLC 0.15% No change 2,007 $880K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,006 $879K
Empirical Asset Management, LLC 0.27% Reduce -1.0% 2,003 $878K
Webster Bank, N. A. 0.09% Add +70.4% 1,995 $875K
Willner & Heller, LLC 0.74% Reduce -5.8% 1,993 $874K
Scotia Capital Inc. 0.00% Add +4.8% 1,989 $872K
ZEGA Investments, LLC 0.22% Add +0.4% 1,968 $863K
Apollon Financial, LLC 0.18% Reduce -7.8% 1,961 $860K
Long Island Wealth Management, Inc. 0.44% Reduce -3.5% 1,946 $853K
Arrowroot Family Office, LLC 0.38% — 1,944 $852K
Sepio Capital, LP 0.06% Add +10.2% 1,940 $851K
Pittenger & Anderson Inc. 0.03% Add +8.1% 1,938 $850K
Vision Capital Management, Inc. 0.11% Add +8.2% 1,936 $849K
Argentarii, LLC 0.39% Add +4.4% 1,929 $846K
Elwood & Goetz Wealth Advisory Group, LLC 0.18% Add +11.6% 1,924 $843K
Galvin, Gaustad & Stein, LLC 0.07% Reduce -6.5% 1,921 $842K
Foster Victor Wealth Advisors, LLC 0.06% Reduce -43.9% 1,902 $842K
BankPlus Trust Department 0.25% No change 1,912 $838K
Pacific Sun Financial Corp 0.44% Reduce -0.9% 1,911 $838K
Thompson Investment Management, Inc. 0.12% No change 1,907 $836K
Gries Financial LLC 0.15% Add +31.4% 1,906 $836K
Capital Asset Advisory Services LLC 0.04% Add +28.5% 1,915 $831K
Alliance Wealth Management Group 0.21% No change 1,891 $829K
Cornerstone Advisors Asset Management, LLC 0.16% Reduce -46.7% 1,890 $829K
Thompson Davis & Co., Inc. 0.56% Add +2.3% 1,884 $826K
Independent Solutions Wealth Management, LLC 0.16% No change 1,884 $826K
Frontier Asset Management, LLC 0.22% Reduce -0.1% 1,879 $824K
RHS Financial, LLC 0.47% Reduce -34.2% 1,879 $824K
S.A. Mason LLC 0.40% No change 1,879 $824K
Gables Capital Management Inc. 0.39% Add +6.8% 1,872 $821K
Glassman Wealth Services 0.13% Reduce -11.8% 1,871 $820K
Cobblestone Capital Advisors LLC 0.04% No change 1,865 $818K
MKT Advisors LLC 0.32% No change 1,883 $817K
Bay Capital Advisors, LLC 0.62% No change 1,860 $815K
Clarity Wealth Advisors, LLC 0.20% Reduce -1.2% 1,859 $815K
Semus Wealth Partners LLC 0.53% Reduce -11.7% 1,857 $814K
Atlantic Private Wealth, LLC 0.55% No change 1,857 $814K
Voisard Asset Management Group, Inc. 0.21% Add +5.9% 1,843 $808K
Level Wealth Management LLC 0.47% No change 1,839 $806K
Colonial River Investments, LLC 0.35% Reduce -10.6% 1,822 $806K
German American Bancorp, Inc. 0.08% No change 1,838 $806K
Ullmann Wealth Partners Group, LLC 0.09% No change 1,833 $804K
InvesTrust 0.31% Reduce -13.0% 1,825 $800K
Single Point Partners, LLC 0.17% Reduce -3.1% 1,822 $800K
New Perspectives, Inc 0.39% No change 1,819 $797K
Montis Financial, LLC 0.22% No change 1,815 $796K
Sequent Planning LLC 0.25% Add +70.2% 1,813 $795K
Herold Advisors, Inc. 0.17% Reduce -32.4% 1,813 $795K
Alteri Wealth LLC 0.31% Add +3.7% 1,807 $792K
Latitude Advisors, LLC 0.40% Add +12.0% 1,805 $791K
Burkett Financial Services, LLC 0.28% Reduce -11.4% 1,804 $791K
AMG National Trust Bank 0.02% Reduce -2.4% 1,800 $789K
Richard W. Paul & Associates, LLC 0.29% Reduce -2.5% 1,800 $789K
Narwhal Capital Management 0.06% No change 1,800 $789K
Pillar Financial Advisors, LLC 0.54% No change 1,798 $788K
Rialto Wealth Management, LLC 0.22% Reduce -0.9% 1,798 $788K
Sterling Financial Planning, Inc. 0.26% Reduce -7.0% 1,793 $786K
Goepper Burkhardt LLC 0.29% Reduce -41.5% 1,789 $784K
Edgestream Partners, L.P. 0.02% Reduce -14.0% 1,787 $783K
King Wealth Management Group 0.11% Reduce -9.9% 1,780 $780K
Amara Financial, Llc. 0.69% Reduce -0.6% 1,779 $780K
First National Advisers, LLC 0.11% Add +14.3% 1,779 $780K
Syverson Strege & Co 0.18% Add +0.2% 1,778 $780K
National Bank of Canada 0.00% Reduce -35.6% 1,779 $780K
Pinney & Scofield, Inc. 0.53% Reduce -3.2% 1,774 $778K
Sierra Ocean, LLC 0.56% No change 1,773 $777K
Bannerman Wealth Management Group, LLC 0.60% No change 1,773 $777K
Boyd Watterson Asset Management LLC 0.25% Reduce -15.3% 1,769 $776K
Buttonwood Financial Advisors Inc. 0.31% Reduce -1.6% 1,764 $773K
Elite Financial, Inc. 0.38% Add +748.3% 1,705 $773K
Armstrong Advisory Group, Inc. 0.06% Add +0.6% 1,761 $772K
Blue Chip Partners, LLC 0.06% Add +5.5% 1,758 $771K
Fiduciary Group, LLC 0.07% Reduce -0.2% 1,754 $769K
YHB Investment Advisors, Inc. 0.06% Reduce -2.6% 1,750 $767K
Financial Perspectives, Inc 0.23% Add +74.3% 1,746 $765K
New Republic Capital, LLC 0.27% Add +96.1% 1,743 $765K
Maltin Wealth Management, Inc. 0.34% Reduce -6.7% 1,738 $762K
Means Investment Co., Inc. 0.07% Add +1.1% 1,729 $758K
Valued Retirements, Inc. 0.85% Reduce -6.3% 1,728 $757K
Valtinson Bruner Financial Planning LLC 0.24% Add +1.8% 1,727 $757K
TRUE Private Wealth Advisors 0.08% Reduce -0.1% 1,723 $755K
Stock Yards Bank & Trust Co. 0.03% No change 1,722 $755K
Prosperity Wealth Management, Inc. 0.28% Add +26.2% 1,715 $752K
Sfmg, LLC 0.06% Add +3.6% 1,713 $751K
4WEALTH Advisors, Inc. 0.78% Add +13.4% 1,712 $751K
Cooper Financial Group 0.09% Reduce -45.3% 1,712 $750K
Nalls Sherbakoff Group, LLC 0.55% No change 1,710 $750K
Full Sail Capital, LLC 0.04% Reduce -24.5% 1,706 $748K
Petredis Investment Advisors LLC 0.07% No change 1,701 $746K
Seneca Financial Advisors LLC 0.29% No change 1,693 $742K
Shira Ridge Wealth Management 0.34% Reduce -0.7% 1,673 $733K
Denver Wealth Management, Inc. 0.30% Add +2.3% 1,673 $733K
Dynamic Financial Group 0.71% Add +9.4% 1,670 $732K
Clarion Wealth Managment Partners, LLC 0.80% — 1,667 $731K
HFG Wealth Management, LLC 0.44% Add +0.6% 1,964 $728K
Everpar Advisors LLC 0.33% Add +32.7% 1,661 $728K
WPG Advisers, LLC 0.61% Add +2.7% 1,656 $726K
Silverlake Wealth Management LLC 0.21% New 1,655 $726K
Spinnaker Trust 0.04% Add +0.8% 1,652 $724K
2UniFi Bank 0.41% Add +3.5% 1,651 $724K
AF Advisors, Inc. 0.25% No change 1,635 $717K
Everest Private Wealth 0.51% No change 1,628 $714K
Arlington Financial Advisors, LLC 0.12% Reduce -42.8% 1,626 $713K
Planned Solutions, Inc. 0.27% New 1,625 $712K
BNP Paribas Financial Markets 0.00% Reduce -22.0% 1,615 $708K
Octavia Wealth Advisors, LLC 0.08% Add +0.7% 1,611 $707K
RDA Financial Network 0.19% Add +0.8% 1,613 $707K
Colonial Trust Advisors 0.06% Reduce -10.3% 1,608 $705K
Potomac Fund Management Inc. 0.04% Reduce -1.6% 1,582 $705K
BBR Partners, LLC 0.04% No change 1,606 $704K
Prosperity Financial Group, Inc. 0.30% Reduce -10.0% 1,605 $704K
Firestone Capital Management 0.17% No change 1,600 $701K
Alpine Woods Capital Investors, LLC 0.17% No change 1,600 $701K
Meridian Financial Advisors, LLC 0.45% Add +1.2% 1,599 $701K
Country Trust Bank 0.02% Reduce -8.6% 1,594 $699K
Cannell & Spears LLC 0.01% Add +10.5% 1,591 $697K
Mason Investment Advisory Services, Inc. 0.04% Reduce -0.4% 1,590 $697K
Towneley Capital Management, Inc / DE 0.16% Reduce -23.1% 1,589 $697K
PKS Advisory Services, LLC 0.17% Add +8.9% 1,588 $696K
Beese Fulmer Investment Management, Inc. 0.05% Add +15.6% 1,582 $693K
Sierra Summit Advisors LLC 0.12% Reduce -4.0% 1,580 $693K
CFO4Life Group, LLC 0.11% No change 1,579 $692K
Narus Financial Partners, LLC 0.22% Add +40.8% 1,576 $691K
Keystone Wealth Services, LLC 0.17% Add +5.5% 1,566 $687K
Beacon Wealthcare LLC 0.26% No change 1,565 $686K
Capital Advisors Inc. 0.01% Add +0.1% 1,564 $686K
Milestone Asset Management Group, LLC 0.51% Add +23.1% 1,562 $685K
Chilton Investment Co. Inc. 0.02% Reduce -78.6% 1,561 $684K
Ellsworth Advisors, LLC 0.17% No change 1,553 $681K
MIdWestOne Financial Group, Inc. 0.09% No change 1,552 $680K
WASHINGTON TRUST Co 0.02% Add +4.0% 1,543 $676K
Navalign, LLC 0.19% Reduce -12.8% 1,540 $675K
Legacy Wealth Management, LLC 0.04% New 1,538 $674K
Avestar Capital, LLC 0.05% Reduce -14.8% 1,533 $673K
FLC Capital Advisors 0.14% Add +50.4% 1,534 $673K
Nelson Capital Management, LLC 0.09% No change 1,533 $672K
Team Hewins, LLC 0.24% Add +1.2% 1,525 $669K
Eagle Bay Advisors LLC 0.55% Reduce -6.2% 1,524 $669K
Van Hulzen Asset Management, LLC 0.06% No change 1,524 $668K
Vance Wealth, LLC 0.22% Add +5.3% 1,519 $666K
Summit X, LLC 0.12% Add +94.9% 1,516 $665K
Crewe Advisors LLC 0.09% Add +263.2% 1,511 $662K
First International Bank & Trust 0.23% Reduce -21.1% 1,511 $662K
FAS Wealth Partners, Inc. 0.05% No change 1,503 $659K
Accredited Investors Inc. 0.04% Reduce -3.4% 1,503 $659K
First Business Financial Services, Inc. 0.06% No change 1,502 $658K
Bernardo Wealth Planning LLC 0.14% Add +43.8% 1,498 $657K
Keudell/Morrison Wealth Management 0.15% Add +0.3% 1,498 $657K
Empire Financial Management Company, LLC 0.19% Add +10.9% 1,492 $654K
Jefferies Financial Group Inc. 0.01% Reduce -50.3% 1,492 $654K
Morton Capital Management LLC 0.12% Reduce -0.6% 1,488 $652K
Verity Asset Management, Inc. 0.31% Reduce -49.3% 1,487 $651K
WFA of San Diego, LLC 0.48% — 1,477 $648K
Red Door Wealth Management, LLC 0.08% Reduce -0.9% 1,470 $644K
American Financial & Tax Strategies Inc. 0.33% No change 1,469 $644K
FSA Wealth Management LLC 0.25% Reduce -0.5% 1,468 $644K
Iron Horse Wealth Management, LLC 0.19% Add +10.9% 1,463 $641K
FLP Wealth Management, LLC 1.80% Add +71.2% 1,460 $640K
Rowlandmiller & Partners.adv 0.13% No change 1,459 $640K
Lynx Investment Advisory 0.42% Reduce -0.8% 1,456 $638K
M Wealth Management, LLC 0.59% No change 1,453 $637K
Townsend Asset Management Corp. /NC/ 0.23% Reduce -1.4% 1,448 $635K
RAM Investment Partners, LLC 0.13% Reduce -1.4% 1,445 $633K
Center For Asset Management LLC 0.39% Add +15.1% 1,527 $632K
JFG Wealth Management, LLC 0.13% Reduce -0.1% 1,441 $632K
Curated Wealth Partners LLC 0.07% No change 1,438 $630K
Helium Advisors LLC 0.40% No change 1,433 $628K
McNamara Financial Services, Inc. 0.12% Reduce -5.7% 1,431 $627K
Thomasville National Bank 0.04% Reduce -40.9% 1,428 $626K
MKD Wealth Coaches, LLC 0.66% No change 1,425 $625K
Bey-Douglas LLC 0.37% Add +19.6% 1,425 $624K
Bradley Foster & Sargent Inc. 0.01% Add +18.6% 1,424 $624K
Quartz Partners, LLC 0.28% Reduce -8.5% 1,420 $623K
Boston Family Office LLC 0.04% Add +30.8% 1,414 $620K
Ti-Trust, Inc. 0.41% Reduce -6.8% 1,407 $617K
Viewpoint Capital Management LLC 0.30% No change 1,406 $616K
Financial Futures Ltd Liability Co. 0.33% Reduce -0.9% 1,404 $615K
Wealthstar Advisors, LLC 0.23% No change 1,400 $614K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,400 $614K
Ipsen Advisor Group LLC 0.47% No change 1,395 $612K
jvl associates llc 0.22% Add +28.0% 1,394 $611K
WP Advisors, LLC 0.17% No change 1,393 $611K
Midwest Capital Advisors, LLC 0.32% Reduce -6.5% 1,392 $610K
Foster Dykema Cabot & Partners, LLC 0.04% No change 1,390 $610K
Peoples Financial Services Corp. 0.30% No change 1,391 $610K
Balanced Rock Investment Advisors LLC 0.48% Reduce -26.5% 1,391 $610K
Flagstar Securities, Inc. 0.17% Reduce -4.5% 1,387 $609K
Ballast Advisors LLC 0.18% Add +3.7% 1,380 $605K
Tanager Wealth Management LLP 0.07% No change 1,380 $605K
Baker Tilly Wealth Management, LLC 0.22% Reduce -34.5% 1,378 $604K
Fermata Advisors, LLC 0.16% New 1,377 $604K
JB Capital LLC 0.03% Reduce -2.6% 1,367 $600K
Eastern Bank 0.01% Reduce -31.4% 1,367 $599K
Lee Danner & Bass Inc. 0.05% No change 1,365 $598K
Maseco LLP 0.02% — 1,365 $598K
Benin Management CORP 0.16% No change 1,364 $598K
Kelly Financial Services LLC 0.18% Add +0.1% 1,362 $597K
Berkeley Capital Partners, LLC 0.15% Reduce -0.4% 1,361 $597K
Walker Asset Management, LLC 0.34% Add +12.9% 1,359 $596K
Dover Advisors, LLC 0.26% Reduce -1.2% 1,357 $595K
Capital Advisors Wealth Management, LLC 0.09% Reduce -0.4% 1,354 $594K
Strid Group, LLC 0.08% No change 1,353 $593K
Private Capital Management, LLC 0.06% Add +2.1% 1,352 $593K
Unique Wealth, LLC 0.10% Reduce -7.0% 1,349 $591K
Flower City Capital 0.35% Reduce -9.5% 1,347 $591K
Gradient Investments LLC 0.01% Add +43.4% 1,342 $588K
Cypress Wealth Services, LLC 0.11% Add +2.8% 1,341 $588K
GeoWealth Management, LLC 0.02% Reduce -18.5% 1,340 $587K
Unique Wealth Strategies, LLC 0.25% Reduce -31.8% 1,339 $587K
Allred Capital Management, LLC 0.22% Add +4.7% 1,338 $586K
waypoint wealth counsel 0.29% Add +11.6% 1,337 $586K
Colton Groome Financial Advisors, LLC 0.20% Reduce -0.2% 1,336 $586K
Carnegie Lake Advisors LLC 0.23% Add +17.9% 1,333 $584K
Farrell Financial LLC 0.39% Reduce -0.1% 1,327 $582K
Private Client Services, LLC 0.23% Reduce -18.3% 1,325 $581K
Essex LLC 0.11% No change 1,324 $581K
Appleton Partners Inc. 0.04% Reduce -0.8% 1,324 $580K
North Star Investment Management Corp. 0.04% Add +20.2% 1,323 $580K
Fortis Capital Management LLC 0.09% No change 1,316 $577K
Mosaic Financial Group, LLC 0.44% No change 1,315 $576K
Proactive Wealth Strategies LLC 0.27% Add +2.2% 1,314 $576K
BSW Wealth Partners 0.08% Reduce -1.5% 1,313 $576K
Cladis Investment Advisory, LLC 0.36% No change 1,310 $574K
Brand Asset Management Group, Inc. 0.21% Add +61.7% 1,310 $574K
Ellevest, Inc. 0.09% Reduce -85.6% 1,307 $573K
Fragasso Financial Advisors Inc 0.04% Add +18.5% 1,306 $573K
Financial Security Advisor, Inc. 0.13% Add +54.9% 1,301 $571K
Pointe Capital Management LLC 0.29% No change 1,295 $568K
WealthBridge Capital Management, LLC 0.14% Add +10.3% 1,295 $568K
Cura Wealth Advisors, LLC 0.26% Add +2.8% 1,293 $567K
Genesis Private Wealth, LLC 0.27% Add +0.5% 1,290 $566K
J. W. Coons Advisors, LLC 0.13% Reduce -0.4% 1,289 $565K
Sterling Investment Advisors, Ltd. 0.12% Reduce -13.5% 1,277 $560K
Integrity Financial Corp 0.29% Add +199.8% 1,274 $559K
Cascade Financial Partners, LLC 0.07% No change 1,272 $557K
Pinnacle Family Advisors, LLC 0.27% Reduce -0.2% 1,266 $555K
Redhawk Wealth Advisors, Inc. 0.07% Reduce -7.9% 1,263 $554K
Wealth Group Ltd 0.14% Reduce -1.6% 1,260 $553K
Laffer Tengler Investments, Inc. 0.12% Add +87.8% 1,260 $552K
Integrated Financial Solutions, Inc. 0.47% — 1,255 $550K
Rodgers Brothers Inc. 0.07% Add +0.8% 1,247 $547K
Stockman Wealth Management, Inc. 0.07% Reduce -14.6% 1,244 $545K
Schnieders Capital Management LLC 0.10% No change 1,241 $544K
Mason & Associates Inc 0.13% No change 1,240 $544K
Keystone Financial Group, Inc. 0.35% Add +0.1% 1,210 $543K
Mason & Associates, LLC 0.14% No change 1,232 $540K
Security National Bank of Sioux City Iowa 0.38% Reduce -0.4% 1,228 $538K
Hobbs Group Advisors, LLC 0.18% No change 1,226 $537K
Denver PWM, LLC 0.17% New 1,225 $537K
Financial Gravity Companies, Inc. 0.11% — 1,223 $536K
CHICAGO TRUST Co NA 0.08% New 1,223 $536K
Fairscale Capital, LLC 0.39% No change 1,176 $535K
Welch Group, LLC 0.02% Reduce -20.7% 1,221 $535K
Landmark Wealth Management, Inc. 0.23% Reduce -8.7% 1,218 $534K
Capital Investment Services of America, Inc. 0.05% Add +8.6% 1,218 $534K
Kropog Financial Group, LLC 0.47% No change 1,218 $534K
Arthur M. Cohen & Associates, LLC 0.09% No change 1,218 $534K
Lanark Financial, Inc. 0.04% Reduce -38.3% 1,215 $532K
WealthPlan Investment Management, LLC 0.04% Add +11.0% 1,209 $530K
Coordinated Financial Services, Inc. 0.37% — 1,208 $529K
Summit Global Investments 0.03% Reduce -11.3% 1,204 $528K
DHJJ Financial Advisors, Ltd. 0.19% Add +0.6% 1,204 $528K
DGS Capital Management, LLC 0.11% Reduce -4.3% 1,201 $527K
Salus Financial Advisors, LLC 0.35% No change 1,200 $526K
FWL Investment Management, LLC 0.16% No change 1,200 $526K
Chase Investment Counsel Corp. 0.17% No change 1,200 $526K
Minot DeBlois Advisors LLC 0.50% Reduce -3.7% 1,199 $526K
Wynn Capital, LLC 0.28% No change 1,197 $525K
Motive Wealth Advisors 0.24% Add +1.9% 1,196 $524K
Westfuller Advisors, LLC 0.30% No change 1,193 $524K
Continental Investors Services, Inc. 0.94% Reduce -2.0% 1,193 $523K
Westside Investment Management, Inc. 0.10% Add +1.2% 1,191 $522K
Calamos Wealth Management LLC 0.02% Reduce -23.9% 1,191 $522K
Trexquant Investment LP 0.01% Reduce -12.1% 1,190 $522K
First National Corp. /Ma/ 0.10% Reduce -31.3% 1,187 $520K
Gibbs Wealth Management 0.10% New 1,182 $518K
Valley Forge Investment Consultants Inc. Adv 0.17% Reduce -4.9% 1,180 $517K
Hershey Financial Advisers, LLC 0.46% — 1,179 $517K
Mairs & Power Inc. 0.01% Reduce -5.6% 1,178 $516K
Twele Capital Management, Inc. 0.10% Reduce -1.8% 1,174 $515K
Balboa Wealth Partners 0.10% Add +93.2% 1,169 $512K
HORAN Wealth, LLC 0.16% — 1,169 $512K
Financial Management Network Inc. 0.09% No change 1,157 $511K
Fairview Capital Investment Management, LLC 0.03% No change 1,166 $511K
Legacy Private Trust Co. 0.03% No change 1,165 $511K
Syntegra Private Wealth Group, LLC 0.05% No change 1,164 $510K
StoneCrest Wealth Management, Inc. 0.24% Add +14.8% 1,161 $509K
MBE Wealth Management, LLC 0.22% Reduce -1.4% 1,159 $508K
Trivium Point Advisory, LLC 0.06% Reduce -21.0% 1,157 $507K
AEGON USA Investment Management, LLC 0.51% No change 1,152 $505K
Sharper & Granite LLC 0.19% Reduce -42.1% 1,154 $505K
Boreal Capital Management LLC 0.48% — 1,149 $504K
ARK & TLK Investments, LLC 0.16% Reduce -3.6% 1,140 $500K
First Foundation Advisors 0.02% Reduce -32.8% 1,137 $498K
Portland Financial Advisors Inc 1.19% No change 1,134 $497K
Portside Wealth Group, LLC 0.07% Reduce -14.3% 1,131 $496K
North Forty Two & Co. 0.53% No change 1,128 $494K
L.M. Kohn & Company 0.13% Reduce -22.8% 1,128 $494K
Vantage Point Financial LLC 0.22% Add +0.6% 1,122 $492K
Weatherly Asset Management L. P. 0.04% No change 1,120 $492K
Advanced Asset Management Advisors Inc 0.13% Add +0.9% 1,117 $490K
Amplius Wealth Advisors, LLC 0.05% Add +3.5% 1,117 $490K
TriaGen Wealth Management LLC 0.15% No change 1,116 $489K
GFG Capital, LLC 0.15% Reduce -5.2% 1,114 $488K
Verus Financial Partners, Inc. 0.05% Reduce -4.0% 1,102 $488K
Northwest Capital Management Inc 0.26% Reduce -46.7% 1,108 $486K
Collaborative Wealth Managment Inc. 0.21% Add +0.6% 1,102 $483K
Rainey & Randall Wealth Advisors Inc. 0.09% No change 1,100 $483K
Fidelity D & D Bancorp Inc. 0.30% New 1,101 $483K
Moment Partners, LLC 0.09% No change 1,101 $483K
High Falls Advisors, Inc 0.11% No change 1,098 $481K
Integrated Capital Management, LLC 0.23% Reduce -3.4% 1,070 $481K
Capital Square, LLC 0.26% Reduce -11.5% 1,088 $481K
Fort Point Capital Partners LLC 0.05% Add +79.6% 1,094 $480K
Second Line Capital, LLC 0.11% Reduce -0.5% 1,095 $480K
Opes Wealth Management LLC 0.09% Add +26.4% 1,095 $480K
Johnson Financial Group, LLC 0.05% No change 1,095 $480K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -1.2% 1,094 $480K
Fi3 FINANCIAL ADVISORS, LLC 0.17% Reduce -5.9% 1,090 $478K
Shoker Investment Counsel, Inc. 0.15% No change 1,086 $476K
FourThought Financial Partners, LLC 0.05% Reduce -3.7% 1,086 $476K
Insight Wealth Strategies, LLC 0.06% No change 1,097 $476K
First Nebraska Trust Co 0.05% No change 1,084 $475K
Bensler, LLC 0.05% Add +93.4% 1,083 $475K
Snider Financial Group 0.14% No change 1,080 $473K
Cape Investment Advisory, Inc. 0.17% Reduce -6.9% 1,078 $473K
AIMZ Investment Advisors, LLC 0.16% Reduce -5.7% 1,076 $472K
Topsail Wealth Management, LLC 0.09% Add +104.8% 1,069 $469K
Pachira Investments Inc. 0.35% Reduce -6.5% 1,069 $469K
Fairfield, Bush & Co. 0.26% Add +9.7% 1,067 $468K
WealthTrust Axiom LLC 0.14% Reduce -19.1% 1,066 $467K
J. Safra Sarasin Holding AG 0.01% Add +96.0% 1,066 $467K
Quad-Cities Investment Group, LLC 0.21% No change 1,065 $467K
Zullo Investment Group, Inc. 0.19% Add +0.5% 1,065 $467K
Community Bank, N.A. 0.06% No change 1,065 $467K
Goldstone Financial Group, LLC 0.06% Add +9.9% 1,055 $467K
Garrett Wealth Advisory Group, LLC 0.10% Add +6.3% 1,063 $466K
TCFG Wealth Management, LLC 0.21% No change 1,063 $466K
Apriem Advisors 0.05% Add +7.2% 1,059 $464K
BancFirst Trust & Investment Management 0.21% Reduce -8.6% 1,059 $462K
Retirement Solution LLC 0.12% Add +53.7% 1,053 $462K
LexAurum Advisors, LLC 0.07% Reduce -3.3% 1,053 $462K
Turtle Creek Wealth Advisors, LLC 0.05% New 1,053 $462K
Spirepoint Private Client, LLC 0.05% Add +72.9% 1,053 $462K
Christensen, King & Associates Investment Services, Inc. 0.21% Reduce -14.0% 1,051 $461K
Oxinas Partners, LLC 0.24% Reduce -1.6% 1,050 $460K
West Oak Capital, LLC 0.23% No change 1,048 $459K
Penobscot Wealth Management 0.16% New 1,047 $459K
Gilbert & Cook, Inc. 0.06% Reduce -14.7% 1,047 $459K
Copia Wealth Management 0.39% Add +15.5% 1,045 $458K
WealthTrak Capital Management LLC 0.38% Add +2.5% 1,045 $458K
Oxbow Advisors, LLC 0.05% Add +1.7% 1,042 $457K
Shepherd Kaplan Krochuk, LLC 0.40% No change 1,042 $457K
DDD Partners, LLC 0.05% No change 1,039 $456K
CLG LLC 0.14% Reduce -1.1% 1,038 $455K
TFG Advisers LLC 0.16% Add +0.8% 1,038 $455K
Liberty Square Wealth Partners LLC 0.16% Reduce -5.0% 1,036 $454K
Verde Capital Management 0.11% Add +17.8% 1,032 $452K
Brass Tax Wealth Management, Inc. 0.09% Add +9.6% 1,030 $452K
First City Capital Management, Inc. 0.26% Reduce -9.1% 1,029 $451K
Granite FO LLC 0.26% No change 1,028 $451K
Widmann Financial Services, Inc. 0.31% No change 1,023 $448K
Signature Resources Capital Management, LLC 0.27% Reduce -6.8% 1,020 $447K
Weitzel Financial Services, Inc. 0.19% Reduce -6.2% 968 $446K
D'Orazio & Associates, Inc. 0.06% Reduce -5.1% 1,011 $443K
Riverbend Wealth Management, LLC 0.34% Add +2.1% 1,010 $443K
Nemes Rush Group LLC 0.05% No change 1,008 $442K
MAS Advisors LLC 0.72% Reduce -5.3% 1,008 $442K
Slagle Financial, LLC 0.18% Reduce -21.4% 1,003 $440K
Aptus Capital Advisors, LLC 0.00% Reduce -0.6% 1,000 $438K
Pacific Sage Partners, LLC 0.09% No change 998 $438K
Horizon Financial Services, LLC 0.23% No change 997 $437K
Landaas & Co. /Wi 0.10% Reduce -21.5% 998 $437K
Creekside Partners 0.21% Add +11.3% 993 $435K
GEM Asset Management, LLC 0.22% Add +0.2% 993 $435K
Continuum Wealth Advisors, LLC 0.21% Reduce -94.0% 993 $435K
Trademark Financial Management, LLC 0.27% Reduce -24.2% 992 $435K
EFG Asset Management (Americas) Corp. 0.08% Reduce -30.9% 989 $434K
Capstone Wealth Management Group, LLC 0.42% No change 988 $433K
Beacon Financial Strategies CORP 0.27% Reduce -9.4% 988 $433K
TCV Trust & Wealth Management, Inc. 0.04% Add +42.2% 981 $430K
Sharp Wealth Advisory, LLC 0.28% Reduce -11.2% 980 $430K
National Wealth Management Group, LLC 0.24% Reduce -28.3% 980 $430K
Well Done, LLC 0.08% Reduce -39.8% 980 $430K
TrueWealth Advisors, LLC 0.13% Reduce -0.3% 978 $429K
Bailard, Inc. 0.01% No change 975 $427K
MGB Wealth Management, LLC 0.14% Add +24.9% 974 $427K
Petra Financial Advisors Inc. 0.27% Reduce -21.1% 971 $426K
Braun-Bostich & Associates Inc. 0.29% No change 970 $425K
Theory Financial LLC 0.16% No change 934 $425K
XML Financial, LLC 0.04% Reduce -5.1% 968 $424K
Fort Washington Investment Advisors Inc. 0.00% Reduce -3.1% 968 $424K
Missouri Trust & Investment Co 0.14% Add +8.8% 966 $423K
Schaper Benz & Wise Investment Counsel Inc. 0.03% New 965 $423K
tru Independence LLC 0.12% Add +4.3% 963 $422K
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +1.2% 955 $419K
Sigma Investment Counselors Inc. 0.02% Add +1.9% 955 $419K
Midland Wealth Advisors, LLC 0.02% Add +33.9% 952 $417K
Financial Life Planners 0.34% Reduce -11.1% 948 $415K
Debussy Capital Management LP 0.06% No change 946 $415K
Flywheel Private Wealth LLC 0.33% No change 942 $413K
Per Stirling Capital Management, LLC. 0.05% No change 939 $412K
Westshore Wealth, LLC 0.16% No change 938 $411K
Define Financial, LLC 0.27% No change 937 $411K
FOCUS Wealth Advisors, LLC 0.21% No change 937 $411K
Corepath Wealth Partners LLC 0.35% No change 928 $410K
HM Payson & Co. 0.01% No change 934 $409K
Austin Private Wealth, LLC 0.03% Reduce -13.9% 931 $408K
Laurel Wealth Planning LLC 0.23% Reduce -1.8% 929 $407K
Inscription Capital, LLC 0.06% New 928 $407K
GEN Financial Management, INC. 0.33% Reduce -0.4% 927 $406K
Hobart Private Capital, LLC 0.09% Add +3.6% 925 $406K
Beacon Investment Advisory Services, Inc. 0.02% New 920 $403K
Elevation Point Wealth Partners, LLC 0.03% Add +0.1% 920 $403K
Client 1ST Advisory Group, LLC 0.15% Add +5.0% 918 $402K
Hazlett, Burt & Watson, Inc. 0.16% Add +12.1% 916 $402K
Abound Wealth Management 0.11% Add +25.3% 916 $401K
Weaver Consulting Group 0.11% No change 914 $401K
PBMares Wealth Management LLC 0.07% Reduce -21.2% 914 $401K
Tarbox Family Office, Inc. 0.06% New 912 $400K
Atlas Wealth LLC 0.20% Reduce -20.9% 918 $398K
Capital Advantage, Inc. 0.06% Reduce -43.2% 905 $397K
Schiavi & Co LLC 0.13% No change 902 $395K
TFR Capital, LLC. 0.14% Reduce -0.1% 901 $395K
Camelot Technology Advisors, Inc. 0.34% No change 900 $395K
Future Fund LLC 0.18% New 900 $395K
McGlone Suttner Wealth Management, Inc. 0.06% No change 897 $393K
Ferguson Shapiro LLC 0.13% No change 895 $392K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -1.2% 890 $390K
Cheviot Value Management, LLC 0.04% Reduce -2.9% 847 $389K
Significant Wealth Partners LLC 0.19% New 887 $389K
Wells Trecaso Financial Group, LLC 0.12% Add +2.7% 886 $388K
Global Wealth Management, LLC 0.21% Reduce -17.8% 874 $388K
Journey Strategic Wealth LLC 0.01% Reduce -4.3% 882 $387K
Monument Group Wealth Advisors, LLC 0.24% Reduce -38.1% 882 $387K
Smith Thornton Advisors LLC 0.22% No change 881 $386K
Meridian Financial Partners LLC 0.18% Add +19.8% 878 $385K
Dividend Assets Capital, LLC 0.07% Add +2.1% 878 $385K
Forbes Financial Planning, Inc. 0.26% Reduce -15.1% 877 $384K
Fortress Financial Group, LLC 0.33% No change 876 $384K
Cape Cod Five Cents Savings Bank 0.04% No change 1,000 $384K
Carr Financial Group Corp 0.11% No change 873 $383K
Clear Harbor Asset Management, LLC 0.03% Reduce -15.1% 873 $383K
Colony Family Offices, LLC 0.10% No change 871 $382K
Kanawha Capital Management LLC 0.03% Reduce -4.5% 872 $382K
Hantz Financial Services, Inc. 0.01% Reduce -3.2% 871 $382K
Moser Wealth Advisors, LLC 0.18% No change 871 $382K
Beacon Financial Planning, Inc. 0.21% No change 868 $380K
Marks Wealth, LLC 0.12% New 867 $380K
Cascade Investment Group, Inc. 0.27% No change 866 $380K
Perkins Coie Trust Co 0.06% Reduce -0.7% 866 $380K
Truvestments Capital LLC 0.08% No change 862 $378K
MinichMacGregor Wealth Management, LLC 0.08% Reduce -5.1% 856 $375K
Fiduciary Family Office, LLC 0.12% No change 855 $375K
JPL Wealth Management, LLC 0.10% Reduce -11.7% 854 $374K
Divergent Planning, LLC 0.11% Add +9.1% 862 $374K
Coston, McIsaac & Partners 0.10% Add +6.9% 853 $374K
Solstein Capital, LLC 0.19% Reduce -71.8% 849 $372K
Taylor & Morgan Wealth Management, LLC 0.25% Reduce -1.5% 848 $372K
D.B. Root & Company, LLC 0.11% No change 848 $372K
Foundation Wealth Management, LLC\PA 0.16% Reduce -1.7% 845 $370K
Pullen Investment Management, LLC 0.22% No change 842 $369K
Main Street Group, LTD 0.13% No change 842 $369K
St. Clair Advisors, LLC 0.10% No change 841 $369K
Stonekeep Investments, LLC 0.25% New 840 $368K
Ameriflex Group, Inc. 0.19% Add +11.9% 848 $368K
Prairie Sky Financial Group LLC 0.20% Add +5.5% 838 $367K
Phillips Financial Management, LLC 0.03% Reduce -34.3% 838 $367K
Foundation Wealth Management, LLC 0.25% No change 834 $365K
M.E. Allison & Co., Inc. 0.29% Reduce -12.0% 827 $363K
Clare Market Investments LLC 0.08% No change 825 $362K
Financial Freedom, LLC 0.19% No change 824 $361K
Heritage Investment Group, Inc. 0.06% No change 823 $361K
Princeton Capital Management LLC 0.11% Add +43.9% 823 $361K
Huntleigh Advisors, Inc. 0.07% No change 823 $361K
Naviter Wealth, LLC 0.04% Reduce -2.6% 820 $360K
Bank of Stockton 0.11% No change 820 $359K
LVM Capital Management Ltd. 0.04% No change 818 $359K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -40.7% 815 $357K
Moss Adams Wealth Advisors LLC 0.03% No change 814 $357K
First Interstate Bank 0.02% Add +14.2% 814 $357K
Welch & Forbes LLC 0.00% Reduce -31.4% 811 $356K
Briaud Financial Planning Inc 0.14% No change 812 $355K
Sulzberger Capital Advisors, Inc. 0.41% Reduce -5.4% 808 $354K
Dynamic Wealth Strategies, LLC 0.26% No change 808 $354K
Eastover Investment Advisors LLC 0.16% Reduce -4.6% 807 $354K
49 Wealth Management, LLC 0.04% Reduce -15.1% 807 $354K
Innova Wealth Partners 0.21% No change 806 $353K
Cornerstone National Bank & Trust Co 0.15% Reduce -19.4% 806 $353K
Heritage Wealth Advisors 0.02% Reduce -31.0% 805 $353K
Matisse Capital 0.17% No change 804 $352K
FSA Advisors, Inc. 0.29% Reduce -55.7% 803 $352K
Alaethes Wealth, LLC 0.11% No change 802 $352K
Adapt Wealth Advisors, LLC 0.16% No change 801 $351K
Waterloo Capital, L.P. 0.03% Reduce -68.7% 800 $351K
Resolute Wealth Strategies, LLC 0.19% No change 796 $349K
IRON Financial LLC 0.18% No change 796 $349K
Warren Street Wealth Advisors, LLC 0.12% Reduce -1.7% 795 $349K
Sather Financial Group Inc 0.02% No change 792 $347K
JGP Wealth Management, LLC 0.04% Add +14.5% 791 $347K
Saxony Capital Management, LLC 0.27% Add +24.8% 791 $347K
Anson Capital, Inc. 0.28% No change 789 $346K
Enterprise Bank & Trust Co 0.13% Reduce -4.8% 785 $344K
Tucker Asset Management LLC 0.11% Add +20.5% 783 $343K
Pacifica Partners Inc. 0.14% Reduce -19.2% 786 $343K
Wealth Quarterback LLC 0.16% No change 778 $341K
Indie Asset Partners, LLC 0.62% New 777 $341K
Fiduciary Advisors, Inc. 0.30% Reduce -2.3% 775 $340K
Abacus Planning Group, Inc. 0.05% Add +2.4% 774 $340K
CPC Advisors, LLC 0.04% No change 774 $339K
Rockport Wealth LLC 0.08% New 769 $337K
Chesapeake Wealth Management 0.11% Reduce -2.0% 767 $336K
James J. Burns & Company, LLC 0.05% Reduce -4.7% 764 $335K
Cascade Investment Advisors, Inc. 0.22% No change 764 $335K
Howe & Rusling Inc. 0.02% Reduce -0.9% 764 $335K
Verum Partners LLC 0.08% Reduce -28.5% 763 $335K
WealthPLAN Partners, LLC 0.05% Reduce -7.0% 762 $334K
Atticus Wealth Management, LLC 0.09% Add +8.4% 761 $334K
Mystic Asset Management, Inc. 0.08% No change 760 $333K
Safeguard Investment Advisory Group, LLC 0.08% Reduce -5.5% 759 $333K
Essex Bank 0.08% No change 758 $332K
Sentinel Trust Co. Lba 0.04% Reduce -1.4% 758 $332K
Burns J W & Co. Inc. 0.04% No change 756 $331K
Trevian Wealth Management LLC 0.20% No change 754 $331K
LGL Partners, LLC 0.15% Add +3.6% 725 $331K
Lebenthal Global Advisors, LLC 0.06% New 754 $331K
Tempus Wealth Planning, LLC 0.08% Reduce -4.4% 753 $330K
Milestone Asset Management, LLC 0.07% Reduce -53.4% 751 $329K
Investment Partners, LTD. 0.12% No change 751 $329K
McDonald Partners LLC 0.08% Add +0.4% 748 $328K
New Hampshire Trust 0.07% No change 747 $327K
RMG Wealth Management LLC 0.05% — 730 $327K
Nicholson Meyer Capital Management, Inc. 0.28% Reduce -2.0% 746 $327K
McDonough Capital Management, Inc 0.18% No change 745 $327K
Nikulski Financial, Inc. 0.09% Reduce -0.1% 745 $327K
Precedent Wealth Partners, LLC 0.08% New 744 $326K
JDM Financial Group LLC 0.15% No change 744 $326K
Croban 0.28% No change 743 $326K
ARS Wealth Advisors Group, LLC 0.04% No change 740 $324K
Vermillion Wealth Management, Inc. 0.15% Add +0.3% 737 $323K
SilverOak Wealth Management LLC 0.06% No change 737 $323K
Wagner Wealth Management, LLC 0.07% New 736 $323K
Hamilton Wealth, LLC 0.07% Reduce -5.0% 734 $322K
TOWER TRUST & INVESTMENT Co 0.23% No change 734 $322K
LMCG Investments, LLC 0.02% Add +2.8% 733 $321K
Schulz Wealth, LTD. 0.24% No change 732 $321K
Lyell Wealth Management, LP 0.03% New 730 $320K
PTM Wealth Management, LLC 0.21% No change 724 $320K
GAMCO Investors 0.00% New 730 $320K
Chilton Capital Management LLC 0.01% Reduce -33.5% 729 $320K
Silver Oak Wealth Advisors Services, LLC 0.23% No change 726 $318K
Portland Global Advisors LLC 0.04% No change 725 $318K
Melfa Wealth Management, Inc. 0.20% Reduce -12.1% 725 $318K
Cannon Wealth Management Services, LLC 0.26% No change 722 $316K
LBJ Family Wealth Advisors, Ltd. 0.18% No change 720 $316K
Wealthcare Capital Partners, LLC 0.16% Reduce -16.4% 720 $316K
Cathy Pareto & Associates, Inc. 0.26% No change 715 $314K
Foresight Capital Management Advisors, Inc. 0.18% No change 714 $313K
Brown, Lisle/Cummings, Inc. 0.08% Add +11.7% 714 $313K
Heritage Trust Co 0.04% No change 713 $313K
Patten Group, Inc. 0.07% No change 710 $311K
Meridian Wealth Partners, LLC 0.05% Reduce -3.0% 710 $311K
First Commonwealth Financial Corp 0.07% Reduce -68.2% 708 $310K
LVZ, Inc. 0.04% Add +31.1% 708 $310K
Vaughan David Investments LLC 0.01% New 706 $310K
Wealthgarden F.S. LLC 0.26% Add +1.6% 681 $310K
Integrity Investment Advisors, LLC 0.24% Reduce -7.2% 707 $310K
Seek First Inc. 0.25% Add +1.4% 706 $310K
Maple Capital Management, Inc. 0.02% New 706 $310K
Inspire Advisors, LLC 0.03% Add +11.6% 704 $308K
Litman Gregory Wealth Management LLC 0.02% Add +1.9% 700 $307K
Plan A Wealth LLC 0.17% Reduce -40.2% 700 $307K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +6.5% 700 $307K
Jackson Thornton Wealth Management, LLC 0.04% Reduce -17.3% 700 $307K
Ironwood Investment Counsel, LLC 0.05% No change 696 $305K
Defined Financial Planning LLC 0.27% Reduce -65.5% 687 $305K
Eagle Rock Investment Company, LLC 0.05% New 694 $304K
Tyche Wealth Partners LLC 0.06% Reduce -37.4% 694 $304K
Aspiring Ventures, LLC 0.14% No change 693 $304K
Legacy Wealth Asset Management, LLC 0.08% Reduce -1.3% 693 $304K
Select Asset Management & Trust 0.10% No change 690 $302K
Hamilton Point Investment Advisors, LLC 0.05% No change 688 $302K
MPS Loria Financial Planners, LLC 0.09% No change 686 $301K
Phoenix Wealth Advisors 0.13% No change 681 $299K
Alpha Financial Advisors, LLC 0.12% New 680 $298K
Fortress Private Ledger, LLC 0.14% Reduce -9.8% 680 $298K
Seneca House Advisors 0.13% No change 678 $297K
Peregrine Asset Advisers, Inc. 0.09% Add +5.6% 678 $297K
Etesian Wealth Advisors, Inc. 0.11% No change 678 $297K
Intellus Advisors LLC 0.04% Reduce -1.8% 675 $296K
My Personal CFO, LLC 0.13% No change 675 $296K
Veracity Capital LLC 0.10% Reduce -1.8% 675 $296K
Seven Mile Advisory 0.18% No change 673 $295K
Oak Wealth Advisors LLC 0.19% Reduce -14.2% 672 $295K
Evernest Financial Advisors, LLC 0.10% No change 670 $294K
Gilman Hill Asset Management, LLC 0.05% No change 669 $293K
Beaird Harris Wealth Management, LLC 0.02% Reduce -8.5% 666 $292K
Soundwatch Capital LLC 0.05% New 638 $292K
Jamison Private Wealth Management, Inc. 0.04% No change 665 $292K
TFC Financial Management, Inc. 0.04% Reduce -13.8% 664 $291K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -0.6% 661 $290K
Next Level Wealth Planning, LLC 0.19% Reduce -10.8% 661 $290K
Legacy PCG, LLC 0.18% No change 659 $289K
Secure Asset Management, LLC 0.05% New 657 $288K
SC&H Financial Advisors, Inc. 0.05% Add +10.2% 657 $288K
Integris Wealth Management, LLC 0.07% Reduce -33.8% 655 $287K
Naples Global Advisors, LLC 0.02% Reduce -0.8% 654 $287K
Wealth Advisors Northwest LLC 0.15% Add +1.1% 653 $286K
Columbia Bank 0.09% No change 652 $286K
Maxele Advisors, LLC 0.25% No change 650 $285K
Nilsine Partners, LLC 0.03% New 648 $284K
Cookson Peirce & Co. Inc. 0.01% No change 645 $283K
Gen-Wealth Partners Inc 0.11% Add +13.6% 643 $282K
Sterling Group Wealth Management, LLC 0.16% Reduce -17.8% 643 $282K
Grey Ledge Advisors, LLC 0.07% No change 642 $281K
RFG Holdings, Inc. 0.08% Reduce -0.8% 640 $281K
SMART Wealth LLC 0.09% New 639 $280K
Ridgecrest Wealth Partners, LLC 0.15% Add +5.1% 639 $280K
American Financial Advisors, LLC 0.04% Add +0.9% 637 $279K
Williamson Legacy Group, LLC 0.24% Reduce -3.5% 637 $279K
Physician Wealth Solutions Inc. 0.13% No change 637 $279K
Silver Oak Advisory Group, Inc. 0.13% New 635 $278K
Prevail Innovative Wealth Advisors, LLC 0.06% New 630 $276K
Millstone Evans Group, LLC 0.19% Add +2.6% 629 $276K
DBK Financial Counsel, LLC 0.25% No change 626 $275K
Paragon Advisors, LLC 0.07% Add +7.2% 622 $273K
Fagan Associates, Inc. 0.04% No change 622 $273K
Charles Schwab Trust Co 0.02% No change 621 $272K
Koss-Olinger Consulting, LLC 0.02% No change 620 $272K
Park Capital Management, LLC / WI 0.25% No change 620 $272K
Alesco Advisors, LLC, An ESL Co 0.01% No change 620 $272K
Lazari Capital Management, Inc. 0.10% Reduce -0.5% 619 $272K
Brave Asset Management Inc. 0.07% No change 618 $271K
Capital City Trust Co. 0.07% Reduce -1.1% 618 $271K
Andrew Hill Investment Advisors, Inc. 0.22% New 616 $270K
Orleans Capital Management Corp. 0.14% Reduce -1.6% 615 $270K
Cadent Capital Advisors, LLC 0.09% No change 612 $268K
Victrix Investment Advisors 0.12% New 611 $268K
Rockline Wealth Management, LLC 0.06% Reduce -6.9% 611 $268K
Pennsylvania Capital Management Inc. 0.09% Add +0.2% 610 $267K
Power Wealth Management LLC 0.10% Reduce -4.8% 608 $267K
Rossby Financial, LCC 0.10% Add +42.5% 607 $266K
Guidance Point Advisors, LLC 0.07% No change 606 $266K
Pure Portfolios Holdings LLC 0.09% Reduce -2.6% 606 $266K
1ST Source Bank 0.01% Reduce -1.3% 606 $266K
Essential Planning, LLC. 0.10% Add +8.4% 606 $266K
Stillwater Capital Advisors, LLC 0.03% No change 605 $265K
SMI Advisory Services, LLC 0.05% New 595 $265K
NBT Bank, N.A. 0.02% Reduce -7.7% 603 $264K
Lumbard & Kellner, LLC 0.11% Reduce -38.3% 600 $263K
Meriwether Wealth & Planning, LLC 0.16% Add +5.5% 599 $263K
Columbus Macro, LLC 0.03% No change 598 $262K
Parker Investment Management, LLC 0.04% No change 598 $262K
LongView Asset Management LLC 0.20% No change 596 $261K
Old Port Advisors 0.07% Reduce -7.8% 595 $261K
Yeomans Consulting Group, Inc. 0.11% Reduce -98.0% 601 $261K
Post Resch Tallon Group Inc. 0.25% No change 594 $260K
Home Federal Bank of Tennessee 0.07% No change 594 $260K
East Coast Asset Management, LLC. 0.09% No change 593 $260K
O'ROURKE & COMPANY, Inc 0.12% No change 592 $260K
Encompass More Asset Management 0.06% Add +1.2% 592 $260K
ABLE Financial Group, LLC 0.06% Reduce -7.5% 591 $259K
Harbour Investment Management LLC 0.11% Reduce -5.1% 590 $259K
Round Rock Advisors LLC 0.04% Reduce -29.6% 589 $258K
Activest Wealth Management 0.06% Reduce -49.7% 588 $258K
Stordahl Capital Management, Inc. 0.06% Add +4.8% 587 $257K
Stephenson & Company, Inc. 0.16% No change 585 $256K
QTR Family Wealth, LLC 0.16% No change 584 $256K
Pinnacle Financial Group, LLC / IL 0.09% No change 583 $255K
Yarger Wealth Strategies, LLC 0.13% Add +4.7% 582 $255K
Van Cleef Asset Management,Inc 0.03% No change 582 $255K
Allspring Global Investments Holdings, LLC 0.00% Reduce -98.9% 583 $254K
Arcadia Wealth Management, Inc. 0.17% No change 580 $254K
Gallacher Capital Management LLC 0.12% Reduce -41.1% 579 $254K
Oxler Private Wealth LLC 0.08% No change 577 $253K
Washington Trust Bank 0.02% No change 576 $253K
Clarity Wealth Development LLC 0.25% No change 574 $252K
Massachusetts Financial Services Co. 0.00% Reduce -58.1% 572 $251K
MY Wealth Management Inc. 0.24% Reduce -8.1% 571 $250K
Blackston Financial Advisory Group, LLC 0.16% Reduce -1.7% 571 $250K
Traveka Wealth, LLC 0.13% No change 570 $250K
Douglass Winthrop Advisors, LLC 0.00% Add +2.1% 570 $250K
Rothschild Wealth LLC 0.06% No change 569 $249K
Accelerate Investment Advisors LLC 0.19% Reduce -0.7% 568 $249K
Sonata Capital Group Inc. 0.10% Reduce -1.1% 567 $249K
Janney Capital Management LLC 0.02% No change 569 $249K
Federation des caisses Desjardins du Quebec 0.00% Add +23.8% 568 $249K
KFG Wealth Management, LLC 0.04% No change 567 $249K
Joseph P. Lucia & Associates, LLC 0.10% No change 565 $248K
McCarthy & Cox 0.06% No change 562 $246K
Family Capital Management, Inc. 0.13% No change 560 $246K
American Money Management, LLC 0.04% Reduce -3.3% 558 $245K
Alpha Financial Partners LLC 0.18% Reduce -38.1% 555 $243K
Autumn Glory Partners, LLC 0.11% New 553 $242K
Vident Advisory, LLC 0.00% No change 551 $242K
Magnolia Private Wealth, LLC 0.19% No change 551 $242K
Oak Asset Management, LLC 0.09% No change 551 $242K
Morangie Management LLC 0.21% No change 550 $241K
Sensible Money, LLC 0.09% No change 550 $241K
Valley Financial Group, Inc. 0.15% Reduce -9.8% 549 $241K
Fairman Group, LLC 0.20% No change 548 $240K
Stonehearth Capital Management, LLC 0.10% Reduce -3.7% 548 $240K
Frisch Financial Group, Inc. 0.06% No change 548 $240K
Stegner Investment Associates Inc. 0.15% Reduce -8.1% 547 $240K
David J Yvars Group 0.14% No change 547 $240K
Corundum Group, Inc. 0.11% No change 547 $240K
Investment Partners Asset Management, Inc. 0.17% No change 546 $239K
True North Advisors, LLC 0.05% No change 544 $238K
Kesler, Norman & Wride, LLC 0.04% New 542 $238K
LBMC Investment Advisors, LLC 0.02% New 541 $237K
MeadowBrook Investment Advisors LLC 0.21% No change 540 $237K
David Wealth Management LLC 0.18% New 540 $237K
Philip James Wealth Mangement, LLC 0.03% New 539 $236K
Baron Financial Group, LLC 0.14% Reduce -7.2% 539 $236K
Alterna Wealth Management, Inc. 0.19% New 537 $235K
Summit Investment Advisors, Inc. 0.19% Add +0.2% 528 $235K
Rebalance, LLC 0.02% New 536 $235K
Capstone Financial Advisors, Inc. 0.01% New 535 $235K
Cardinal Point Capital Management ULC 0.02% New 535 $235K
MorganRosel Wealth Management, LLC 0.06% No change 535 $235K
Smith Chas P & Associates Pa Cpas 0.01% Reduce -3.1% 534 $234K
DecisionMap Wealth Management, LLC 0.16% Reduce -15.8% 533 $234K
Financial Council, LLC 0.11% Reduce -2.9% 532 $233K
M. Kraus & Co 0.07% New 532 $233K
Tortoise Investment Management, LLC 0.02% Reduce -1.3% 532 $233K
Carson Advisory Inc. 0.15% New 531 $233K
Heritage Wealth Management, Inc. 0.08% New 531 $233K
Arlington Trust Co LLC 0.05% Add +37.9% 528 $231K
Wambolt & Associates, LLC 0.08% Reduce -5.8% 533 $231K
Private Wealth Management Group, LLC 0.08% Reduce -17.9% 524 $230K
Total Clarity Wealth Management, Inc. 0.07% Reduce -20.7% 524 $230K
West Paces Advisors Inc. 0.05% Add +3.4% 523 $229K
Trust Point Inc. 0.02% New 521 $228K
Community Financial Services Group, LLC 0.05% New 519 $228K
Stonebridge Financial Group, LLC 0.02% Reduce -0.9% 519 $227K
Waddell & Associates, LLC 0.02% Reduce -15.4% 518 $227K
Bell Investment Advisors, Inc 0.04% Reduce -11.9% 517 $227K
American State Bank (Iowa) 0.13% New 517 $227K
Aerodigm Wealth, LLC 0.11% New 516 $226K
Twin Peaks Wealth Advisors, LLC 0.07% Reduce -14.4% 486 $225K
Advus Financial Partners, LLC 0.06% Reduce -8.1% 511 $224K
Nottingham Advisors, Inc. 0.03% Reduce -9.9% 510 $224K
Arcus Capital Partners, LLC 0.10% New 510 $224K
Able Wealth Management LLC 0.11% New 509 $223K
Victory Financial Group, LLC 0.04% Reduce -46.5% 503 $221K
Unified Investment Management 0.23% New 500 $219K
Kraft Asset Management, LLC 0.20% New 500 $219K
American National Bank & Trust 0.02% Add +30.6% 500 $219K
Iams Wealth Management, LLC 0.10% New 498 $219K
City National Bank of Florida 0.16% Reduce -13.4% 498 $218K
Advyzon Investment Management, LLC 0.05% Reduce -5.7% 497 $218K
Tribridge Partners Financial LLC 0.13% — 498 $218K
Secured Retirement Advisors, LLC 0.13% Reduce -15.6% 497 $218K
Traphagen Investment Advisors LLC 0.02% New 497 $218K
Axim Planning & Wealth 0.20% New 496 $217K
Worth Asset Management, LLC 0.11% Reduce -96.5% 496 $217K
Highland Capital Management, LLC 0.01% Reduce -13.9% 495 $217K
CV Advisors LLC 0.07% New 494 $217K
Cordgrass Capital Advisors, LLC 0.06% Add +199.4% 494 $217K
Albion Financial Group 0.01% No change 494 $217K
Annandale Capital, LLC 0.04% New 490 $215K
First Bank & Trust 0.04% New 490 $215K
Rathbones Group PLC 0.00% New 490 $215K
Carmel Capital Partners, LLC 0.08% New 489 $214K
Mengis Capital Management, Inc. 0.05% New 487 $214K
SJS Investment Consulting Inc. 0.03% Add +4.3% 487 $214K
Parkside Advisors LLC 0.05% New 486 $213K
Garden State Investment Advisory Services LLC 0.06% New 485 $213K
L.K. Benson & Company, P.C. 0.13% Reduce -22.6% 485 $213K
Whalen Wealth Management Inc. 0.13% New 484 $212K
Wellington Capital Management, Inc. 0.32% — 484 $212K
Astra Wealth Partners LLC 0.17% New 481 $211K
Oak Family Advisors, LLC 0.08% New 480 $210K
Harbour Trust & Investment Management Co 0.02% New 480 $210K
Fullcircle Wealth LLC 0.08% New 462 $210K
Roxbury Financial LLC 0.20% Add +11.5% 476 $209K
EPG Wealth Management LLC 0.06% Reduce -0.6% 476 $209K
RPS Advisory Solutions LLC 0.11% New 475 $208K
Total Investment Management Inc. 0.03% New 474 $208K
Gutierrez Wealth Advisory, LLC 0.14% New 472 $207K
All Terrain Financial Advisors, LLC 0.07% New 471 $206K
Ring Mountain Capital, LLC 0.13% New 460 $206K
EdgeRock Capital LLC 0.07% New 470 $206K
Cantor Fitzgerald Investment Advisors L.P. 0.01% Reduce -51.1% 468 $205K
IMPACTfolio, LLC 0.10% New 464 $203K
Golden Reserve Retirement LLC 0.07% New 463 $203K
Northwest Financial Advisors 0.28% New 462 $203K
Gitterman Wealth Management, LLC 0.05% New 462 $202K
Evergreen Advisors, LLC 0.05% New 461 $202K
Eaton-Cambridge Inc. 0.08% New 461 $202K
Leelyn Smith, LLC 0.03% New 460 $202K
Atwood & Palmer Inc. 0.01% No change 460 $202K
IMS Capital Management 0.09% New 457 $201K
Stone House Investment Management, LLC 0.04% Add +347.1% 456 $200K
Security National Bank 0.03% No change 450 $197K
Lynch Asset Management, Inc. 0.07% New 443 $194K
High Note Wealth, LLC 0.04% No change 439 $192K
Sachetta, LLC 0.07% Reduce -11.4% 429 $188K
Lowe Wealth Advisors, LLC 0.07% No change 429 $188K
Ameritas Investment Partners, Inc. 0.01% Reduce -15.0% 425 $186K
Brooklyn Investment Group 0.02% Add +32.0% 425 $186K
Duncker Streett & Co. Inc. 0.03% No change 421 $185K
Maryland Capital Advisors Inc. 0.07% No change 421 $185K
Elevate Wealth Advisory, Inc. 0.13% Add +55.1% 408 $179K
PrairieView Partners, LLC 0.02% No change 409 $179K
Richardson Capital Management LLC 0.09% Reduce -22.6% 407 $178K
Transce3nd, LLC 0.08% Add +37.6% 406 $178K
Clean Yield Group 0.05% No change 404 $177K
Trifecta Capital Advisors, LLC 0.03% Reduce -13.8% 395 $173K
Atlas Capital Advisors Inc. 0.02% No change 392 $172K
Tidemark, LLC 0.05% Reduce -19.2% 382 $168K
Paladin Advisory Group, LLC 0.13% Add +53.5% 376 $165K
Proathlete Wealth Management LLC 0.05% Add +27.5% 362 $159K
Bangor Savings Bank 0.01% No change 360 $158K
SYM FINANCIAL Corp 0.02% Add +194.2% 353 $155K
Sound Financial Strategies Group, LLC 0.13% Reduce -63.3% 352 $154K
C M Bidwell & Associates Ltd. 0.08% No change 351 $154K
LGT Financial Advisors LLC 0.39% No change 349 $153K
First Financial Corp. 0.07% No change 348 $153K
Sittner & Nelson, LLC 0.06% No change 331 $145K
Union Savings Bank 0.07% No change 316 $144K
Founders Capital Management 0.09% No change 324 $142K
Strategic Wealth Investment Group, LLC 0.20% New 315 $138K
Citizens National Bank Trust Department 0.03% No change 313 $137K
Comprehensive Financial Planning, Inc. 0.11% No change 312 $137K
Rakuten Securities, Inc. 0.05% Reduce -29.4% 303 $133K
Capital Investment Counsel, Inc 0.02% No change 298 $131K
Godsey & Gibb, Inc. 0.01% No change 295 $129K
Valley Wealth Managers, Inc. 0.01% No change 293 $128K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -18.4% 289 $127K
Wolff Wiese Magana LLC 0.08% No change 285 $125K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 284 $125K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $121K
ARK Investment Management 0.00% Add +6775.0% 275 $120K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $120K
Allianz SE 0.00% Add +253.3% 272 $119K
Grand Wealth Management, LLC 0.06% Reduce -16.2% 269 $118K
Bernard Wealth Management Corp. 0.05% No change 269 $118K
Kimelman & Baird, LLC 0.01% No change 261 $114K
Pin Oak Investment Advisors Inc. 0.10% No change 309 $114K
Physician Wealth Advisors, Inc. 0.02% No change 258 $113K
Opal Wealth Advisors, LLC 0.03% Reduce -36.2% 256 $112K
Running Point Capital Advisors, LLC 0.03% No change 251 $110K
Safe Harbor Fiduciary, LLC 0.10% No change 240 $105K
Clearstead Trust, LLC 0.02% Reduce -4.9% 234 $103K
Hopwood Financial Services, Inc. 0.08% Add +3.6% 231 $101K
Barclays PLC 0.00% No change 227 $100K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 226 $99K
Insight Inv LLC 0.07% No change 223 $98K
Painted Porch Advisors LLC 0.04% Add +443.9% 223 $98K
Financial Management Professionals, Inc. 0.01% No change 220 $97K
Delta Asset Management LLC 0.01% No change 220 $96K
Kozak & Associates, Inc. 0.02% Add +0.5% 218 $96K
Luken Investment Analytics, LLC 0.04% Add +2.5% 205 $90K
Blue Bell Private Wealth Management, LLC 0.01% Add +2.0% 205 $90K
GW&K Investment Management, LLC 0.00% No change 200 $88K
Versant Capital Management, Inc 0.01% Add +85.0% 185 $81K
Nvwm, LLC 0.02% New 185 $81K
Qube Research & Technologies Ltd 0.00% Reduce -94.0% 185 $81K
Tradewinds Capital Management, LLC 0.02% Add +7.6% 184 $81K
Cypress Capital Management LLC (WY) 0.09% Reduce -37.9% 180 $79K
Tompkins Financial Corp. 0.01% No change 180 $79K
Hoey Investments, Inc. 0.01% No change 177 $78K
MTM Investment Management, LLC 0.03% Add +4.9% 171 $75K
Red Lighthouse Investment Management, LLC 0.03% Reduce -10.5% 171 $75K
Field & Main Bank 0.02% No change 170 $75K
Bellevue Asset Management, LLC 0.04% No change 165 $72K
City Holding Co. 0.01% No change 165 $72K
CoreFirst Bank & Trust 0.04% New 160 $70K
Retirement Wealth Solutions LLC 0.05% No change 158 $69K
Kessler Investment Group, LLC 0.03% No change 157 $69K
Headlands Technologies LLC 0.01% Reduce -90.5% 157 $69K
Morris Financial Concepts, Inc. 0.03% Reduce -3.7% 156 $68K
Princeton Global Asset Management LLC 0.01% No change 156 $68K
Aventura Private Wealth, LLC 0.03% Add +35.4% 153 $67K
MPWM Advisory Solutions, LLC 0.04% Add +57.3% 151 $66K
Legacy Investment Solutions, LLC 0.04% — 151 $66K
Legacy Wealth Managment, LLC 0.04% No change 151 $66K
Concord Wealth Partners 0.01% Add +44.2% 150 $66K
one8zero8, LLC 0.02% Reduce -78.6% 148 $65K
Morton Brown Family Wealth, LLC 0.02% No change 143 $63K
Global Wealth Strategies & Associates 0.02% Reduce -9.5% 143 $63K
Ascentis Wealth Management, LLC 0.02% Reduce -74.3% 142 $62K
Pension & Wealth Management Advisors, Inc. 0.02% Add +10.2% 140 $61K
Pacific Center for Financial Services 0.02% No change 139 $61K
Avondale Wealth Management 0.03% No change 133 $58K
Darwin Wealth Management, LLC 0.02% No change 132 $58K
Bear Mountain Capital, Inc. 0.02% No change 129 $58K
Old Second National Bank of Aurora 0.01% Reduce -21.2% 130 $57K
Grove Bank & Trust 0.01% Reduce -93.4% 129 $57K
Orion Capital Management LLC 0.02% No change 127 $56K
Investors Research Corp 0.01% Reduce -43.4% 125 $55K
Bulwark Capital Corp 0.05% — 124 $54K
Redwood Park Advisors LLC 0.04% No change 124 $54K
Rosenberg Matthew Hamilton 0.01% Add +21.8% 123 $54K
Alerus Financial NA 0.00% New 123 $54K
Richards, Merrill & Peterson, Inc. 0.03% No change 121 $53K
Joseph Group Capital Management 0.02% New 117 $51K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $51K
Marshall & Sullivan Inc. 0.02% New 114 $50K
Frazier Financial Advisors, LLC 0.03% No change 112 $49K
Monetary Management Group Inc. 0.01% Reduce -4.5% 105 $46K
TruNorth Capital Management, LLC 0.01% No change 104 $46K
Essential Partners LLC 0.02% — 100 $44K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $44K
Barnes Dennig Private Wealth Management LLC 0.05% No change 98 $43K
Arvest Investments, Inc. 0.01% No change 98 $43K
CarsonAllaria Wealth Management, Ltd. 0.02% No change 92 $40K
Ulland Investment Advisors, LLC 0.03% No change 90 $39K
Rice Partnership, LLC 0.01% No change 87 $38K
Toronto Dominion Bank 0.00% New 84 $37K
Costello Asset Management, INC 0.01% No change 82 $36K
Keener Financial Planning LLC 0.02% No change 83 $36K
Cardinal Strategic Wealth Guidance 0.01% No change 80 $35K
Smallwood Wealth Investment Management, LLC 0.02% No change 78 $34K
Anfield Capital Management, LLC 0.01% Add +266.7% 77 $34K
Resources Management Corp. /CT/ 0.00% No change 75 $33K
Kilter Group LLC 0.02% New 75 $33K
Mowery & Schoenfeld Wealth Management, LLC 0.05% New 74 $32K
Biltmore Family Office, LLC 0.01% New 71 $31K
Legend Financial Advisors, Inc. 0.02% New 71 $31K
Moisand Fitzgerald Tamayo, LLC 0.00% Reduce -20.4% 70 $31K
Prudent Man Investment Management, Inc. 0.02% No change 72 $30K
Riverview Trust Co 0.04% No change 64 $28K
New Millennium Group LLC 0.02% Reduce -9.9% 64 $28K
Accredited Wealth Management, LLC 0.02% No change 63 $28K
Vermillion & White Wealth Management Group, LLC 0.02% Add +1.6% 62 $27K
Family Manage LLC 0.00% No change 60 $26K
MJT & Associates Financial Advisory Group, Inc. 0.03% Add +45.0% 58 $25K
Kentucky Trust Co 0.01% Add +24.4% 56 $25K
AllSquare Wealth Management LLC 0.01% No change 56 $25K
Putney Financial Group LLC 0.02% Reduce -38.9% 55 $24K
HighMark Wealth Management LLC 0.01% Reduce -24.2% 50 $22K
Crowley Wealth Management, Inc. 0.02% No change 50 $22K
Peachtree Investment Partners, LLC 0.01% No change 50 $22K
Curio Wealth, LLC 0.01% Add +4600.0% 47 $21K
Optimum Investment Advisors 0.01% No change 46 $20K
Towne Trust Company, N.A 0.01% No change 46 $20K
North Capital, Inc. 0.02% No change 45 $20K
Y.D. More Investments Ltd 0.00% No change 44 $19K
Centricity Wealth Management, LLC 0.02% No change 43 $19K
Van Den Berg Management I, Inc. 0.01% Add +65.4% 43 $19K
TCTC Holdings, LLC 0.00% No change 42 $19K
Wood Tarver Financial Group, LLC 0.01% Add +5.0% 42 $18K
Sherman Asset Management, Inc. 0.02% No change 41 $18K
ROSS\JOHNSON & Associates LLC 0.34% No change 37 $16K
Clark Wealth Partners 0.01% No change 37 $16K
Pineridge Advisors LLC 0.01% Add +44.0% 36 $16K
Nova Wealth Management, Inc. 0.01% No change 32 $14K
Dogwood Wealth Management LLC 0.01% New 32 $14K
Delos Wealth Advisors, LLC 0.01% New 31 $14K
Evelyn Partners Asset Management Ltd 0.00% No change 27 $12K
DecisionPoint Financial, LLC 0.00% Add +17.4% 27 $12K
Chesapeake Asset Management LLC 0.01% No change 25 $11K
Sterling Capital Management LLC 0.00% No change 25 $11K
Raffa Wealth Management, LLC 0.00% No change 22 $10K
Central Pacific Bank - Trust Division 0.00% Reduce -29.0% 22 $10K
Mechanics Financial Corp 0.00% No change 20 $9K
SIMA Wealth Partners, LLC 0.01% No change 17 $8K
Front Row Advisors LLC 0.00% No change 17 $7K
NWK Group, Inc. 0.00% No change 17 $7K
PFC Capital Group, Inc. 0.00% No change 18 $7K
Team Financial Group, LLC 0.00% New 15 $7K
Roble, Belko & Company, Inc 0.00% Add +85.7% 13 $6K
Wallace Hart LLC 0.00% New 13 $6K
Vision Financial Markets LLC 0.01% Add +8.3% 13 $5K
First Community Trust NA 0.00% Reduce -60.0% 12 $5K
Bfsg, LLC 0.00% New 12 $5K
Pflug Koory, LLC 0.00% New 11 $5K
Fairway Wealth LLC 0.00% Reduce -96.9% 11 $5K
Byrne Asset Management LLC 0.00% No change 10 $4K
Lowe Brockenbrough & Co. Inc. 0.00% New 10 $4K
NewSquare Capital LLC 0.00% Reduce -99.3% 7 $3K
Global Trust Asset Management, LLC 0.00% No change 7 $3K
1 North Wealth Services LLC 0.00% New 5 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -94.3% 4 $2K
Spurstone Advisory Services, LLC 0.03% No change 4 $2K
Absher Wealth Management, LLC 0.00% New 3 $1K
Luminist Capital LLC 0.00% No change 3 $1K

"% 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.