Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q3 2025 (September 30)
2,605holders +105
179new positions
59sold out
8famous investors
$476.13avg. 13F price*

At the end of Q3 2025, 2,605 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 105 from Q2 2025. 179 opened new positions and 59 sold out. The largest holders were Bank of America Corp. ($22.6B), Jones Financial Companies LLLP ($16.8B) and Morgan Stanley ($7.1B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions179$619.7M
Exits59$147.3M

All 13F filers, Q2 2025 → Q3 2025: 9,655,853 shares bought and 5,791,945 shares sold, net +3,863,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,605 holders

Bank of America Corp. 1.69% Reduce -4.7% 47,087,998 $22.6B
Jones Financial Companies LLLP 11.43% Add +0.5% 35,215,110 $16.8B
Morgan Stanley 0.43% Add +1.5% 14,773,590 $7.1B
Envestnet Asset Management Inc. 1.15% Add +2.4% 8,318,538 $4.0B
Financial Engines Advisors L.L.C. 6.24% Reduce -6.0% 6,816,449 $3.3B
UBS Group AG 0.54% Reduce -1.9% 5,804,268 $2.8B
LPL Financial LLC 0.77% Add +2.5% 5,466,752 $2.6B
Wells Fargo & Company 0.41% Add +2.2% 4,212,700 $2.0B
Ameriprise Financial Inc. 0.43% Reduce -0.5% 3,868,093 $1.9B
Tiaa Trust, National Association 4.09% Reduce -3.0% 3,511,847 $1.7B
FMR LLC 0.07% Reduce -2.5% 2,621,443 $1.3B
Raymond James Financial Inc. 0.39% Add +2.9% 2,543,120 $1.2B
Mill Creek Capital Advisors, LLC 24.95% Reduce -1.3% 2,525,690 $1.2B
PNC Financial Services Group, Inc. 0.68% Reduce -0.0% 2,328,423 $1.1B
Royal Bank of Canada 0.19% Add +6.4% 2,173,833 $1.0B
Rwa Wealth Partners, LLC 11.77% Reduce -0.7% 2,161,108 $1.0B
Cetera Investment Advisers 1.16% Add +56.5% 2,075,549 $995.5M
Bank of New York Mellon Corp 0.17% Reduce -1.3% 1,931,355 $926.3M
Mariner, LLC 1.11% Add +0.1% 1,789,012 $858.0M
Northwestern Mutual Wealth Management Co. 0.57% Reduce -0.5% 1,776,106 $851.8M
D.A. Davidson & Co. 5.45% Add +0.9% 1,773,973 $850.8M
JPMorgan Chase & Co. 0.05% Add +0.5% 1,740,210 $834.6M
Commonwealth Equity Services, LLC 1.06% Reduce -4.5% 1,711,815 $821.0M
HighTower Advisors, LLC 0.87% Add +2.9% 1,596,677 $765.9M
Balentine LLC 26.77% Add +16.0% 1,514,480 $726.4M
Provida Pension Fund Administrator 12.55% Add +5.9% 1,501,403 $720.5M
Captrust Financial Advisors 1.43% Reduce -1.3% 1,466,591 $703.4M
Sei Investments Co. 0.76% Reduce -0.2% 1,464,891 $702.6M
Corient Private Wealth LP 1.06% Add +197.0% 1,405,497 $673.8M
Moneta Group Investment Advisors LLC 5.23% Add +57.8% 1,372,695 $658.4M
Performance Wealth Partners, LLC 17.27% Reduce 0.0% 1,290,666 $619.0M
Modera Wealth Management, LLC 6.77% Add +2.0% 1,218,854 $584.6M
Goldman Sachs Group Inc. 0.08% Reduce -1.4% 1,168,482 $560.4M
Vantagepoint Investment Advisers LLC 4.21% Add +12542.9% 1,074,650 $515.4M
Truist Financial Corp. 0.69% Add +2.4% 1,055,272 $506.1M
Mission Wealth Management, LP 10.04% Reduce -1.0% 1,022,916 $490.6M
Choreo, LLC 6.37% Reduce -0.6% 1,017,956 $488.7M
Signature Estate & Investment Advisors LLC 10.43% Reduce -0.4% 1,018,462 $488.5M
Osaic Holdings, Inc. 0.67% Add +9.0% 1,007,512 $475.9M
Wealthspire Advisors, LLC 2.31% Add +2.9% 922,884 $442.6M
Citigroup Inc. 0.29% Add +0.8% 878,018 $421.1M
Two Sigma Investments, LP 0.67% Reduce -16.9% 866,100 $415.4M
Equitable Holdings, Inc. 3.05% Add +1.8% 865,136 $414.9M
CBIZ Investment Advisory Services, LLC 15.54% Reduce -8.4% 827,656 $397.0M
Merit Financial Group, LLC 3.58% Reduce -0.8% 810,877 $388.9M
Stifel Financial Corp. 0.33% Add +1.5% 746,838 $358.2M
MML Investors Services, LLC 0.94% Reduce -6.1% 737,447 $353.7M
Waverly Advisors, LLC 3.51% Add +2.3% 733,236 $351.7M
Lincoln National Corp. 9.22% Reduce -3.4% 674,151 $323.3M
Sanctuary Advisors, LLC 1.83% Reduce -7.4% 665,304 $319.1M
Coldstream Capital Management Inc. 4.16% Add +34.9% 644,559 $309.2M
Charles Schwab Investment Management Inc. 0.05% Reduce -11.2% 609,832 $292.5M
Wealth Enhancement Advisory Services, LLC 0.43% Reduce -1.2% 593,913 $286.3M
Baird Financial Group, Inc. 0.46% Add +25.5% 589,938 $282.9M
Cullen/Frost Bankers, Inc. 3.22% Add +0.3% 577,506 $277.0M
Cerity Partners LLC 0.45% Add +45.1% 572,552 $274.6M
Waldron Private Wealth LLC 11.10% Add +2.1% 570,283 $273.8M
Focus Partners Wealth 0.44% Add +3.0% 570,440 $273.6M
Bell Bank 11.81% Reduce -3.1% 568,297 $272.6M
Alliancebernstein L.P. 0.08% Reduce -23.9% 549,798 $263.7M
United Capital Financial Advisors, LLC 1.84% Add +0.4% 533,498 $255.9M
Retirement Investment Advisors, Inc. 21.07% Reduce -0.3% 528,530 $253.5M
Cwm, LLC 0.75% Reduce -2.5% 518,983 $248.9M
Kestra Advisory Services, LLC 1.11% Reduce -0.5% 505,191 $242.3M
Cambridge Investment Research Advisors, Inc. 0.66% Add +3.8% 500,639 $240.1M
Assetmark, Inc. 0.51% Reduce -3.8% 494,567 $237.2M
Mather Group, Llc. 2.37% Reduce -10.9% 488,865 $234.5M
Beacon Pointe Advisors, LLC 1.93% Add +45.7% 473,296 $227.0M
Garde Capital, Inc. 10.95% Reduce -1.6% 454,355 $217.9M
Private Advisor Group, LLC 1.04% Add +1.0% 442,476 $212.2M
Avior Wealth Management, LLC 6.81% Reduce -1.4% 440,664 $211.3M
Rockefeller Capital Management L.P. 0.40% Add +18.2% 421,791 $202.3M
Truepoint, Inc. 4.69% Reduce -1.2% 420,472 $201.7M
Invictus Private Wealth, LLC 12.42% Add +1.1% 413,490 $198.3M
NewEdge Advisors, LLC 0.88% Reduce -2.8% 401,968 $192.8M
Brookstone Capital Management 2.30% Add +4.0% 401,576 $192.6M
BOK Financial Private Wealth, Inc. 11.88% Reduce -1.8% 393,235 $188.8M
Woodmont Investment Counsel LLC 12.47% Reduce -4.3% 392,927 $188.5M
Japan Science & Technology Agency 3.00% New 350,953 $168.3M
Bank of Hawaii 8.16% Add +5.9% 340,774 $163.4M
Mercer Global Advisors Inc. 0.27% New 334,163 $159.4M
Cornerstone Management, Inc. 26.22% Reduce -7.1% 330,607 $158.6M
Mosaic Family Wealth Partners, LLC 18.33% Add +1.5% 327,191 $156.4M
Rezny Wealth Management, Inc. 34.19% Reduce -2.2% 316,726 $151.9M
Stephens Group Asset Management, LLC 10.22% Reduce -7.1% 316,235 $151.7M
Creative Planning 0.11% Add +4.5% 310,408 $148.9M
Betterment LLC 0.29% Add +5.4% 305,906 $146.7M
US Bancorp \de 0.17% Reduce -0.5% 301,465 $144.6M
Howard Capital Management, LLC 1.88% Reduce -1.4% 297,144 $142.5M
Venturi Wealth Management, LLC 6.46% Add +2654.8% 290,158 $139.2M
Orion Porfolio Solutions, LLC 1.07% Add +7.4% 288,443 $138.3M
Simon Quick Advisors, LLC 6.18% Add +0.5% 284,638 $136.5M
Sequoia Financial Advisors, LLC 0.78% Add +60.1% 267,789 $128.4M
Strategies Wealth Advisors, LLC 13.21% Reduce -3.7% 264,826 $127.0M
Everhart Financial Group, Inc. 12.62% Add +4.7% 262,574 $125.9M
Financial Synergies Wealth Advisors, Inc. 12.71% Add +0.9% 261,760 $125.5M
Permanens Capital L.P. 18.17% Reduce -16.0% 253,775 $121.8M
Becker Capital Management Inc. 3.53% Add +5.3% 251,839 $120.9M
BlueStem Wealth Partners, LLC 13.78% Add +49.6% 250,968 $120.4M
Glenmede Investment Management, LP 0.57% Add +6.7% 246,861 $118.4M
Bessemer Group Inc. 0.18% Add +3.8% 245,473 $117.7M
CENTRAL TRUST Co 2.45% Add +0.2% 244,472 $117.3M
Relyea Zuckerberg Hanson LLC 12.31% Reduce -0.7% 244,092 $117.1M
Mountain Capital Investment Advisors Inc. 20.57% Reduce -15.2% 242,420 $116.8M
White Lighthouse Investment Management Inc. 17.41% Reduce -1.5% 238,156 $114.2M
Trust Co of Tennessee 23.99% Add +0.5% 237,227 $113.8M
Savant Capital, LLC 0.69% Reduce -1.9% 237,107 $113.7M
&partners 0.73% Add +5.1% 236,970 $113.6M
RMR Wealth Builders 9.44% Add +3.9% 234,889 $112.8M
Summit Financial, LLC 1.71% Reduce -2.2% 232,623 $111.6M
Martel Wealth Advisors LLC 19.29% Reduce -1.4% 229,637 $110.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.89% Reduce -8.9% 229,229 $109.9M
Steward Partners Investment Advisory, LLC 0.62% Add +1.6% 226,513 $108.6M
Brandywine Oak Private Wealth LLC 9.27% Reduce -2.7% 222,398 $106.7M
Kensington Asset Management, LLC 6.35% Add +1.4% 220,810 $105.9M
HCR Wealth Advisors 10.86% Add +1.7% 216,963 $104.9M
Cary Street Partners Financial LLC 2.65% Add +2.0% 233,808 $102.1M
Members Trust Co 3.22% Reduce -0.3% 204,065 $97.9M
Vista Capital Partners, Inc. 9.89% Reduce -2.0% 202,753 $97.2M
Blair William & Co. 0.26% Add +6.8% 202,226 $97.0M
CSM Advisors, LLC 2.70% No change 201,387 $96.6M
Fifth Third Bancorp 0.31% Reduce -2.4% 198,683 $95.3M
Clark Asset Management, LLC 10.85% Add +5.2% 194,626 $93.3M
Allworth Financial LP 0.41% Add +4.0% 190,981 $91.6M
CreativeOne Wealth, LLC 2.22% Reduce -0.5% 189,898 $91.1M
Pathway Financial Advisors LLC 12.13% Add +9.3% 189,782 $91.0M
Vanguard Group Inc. 0.00% Add +1.7% 189,419 $90.8M
Cresset Asset Management, LLC 0.40% Add +3.7% 187,047 $89.8M
One Day In July LLC 7.57% Add +7.0% 186,566 $89.5M
Envestnet Portfolio Solutions, Inc. 0.32% Reduce -0.0% 182,329 $87.4M
EverSource Wealth Advisors, LLC 3.41% Add +3.1% 179,714 $86.2M
Pinnacle Financial Partners Inc 2.05% Add +4.7% 178,738 $85.7M
Northern Trust Corp. 0.01% Reduce -2.3% 178,454 $85.6M
Pasadena Private Wealth, LLC 12.33% Reduce -2.0% 178,116 $85.4M
Crane Advisory, LLC 13.08% Add +1.0% 171,081 $83.2M
Advisors Capital Management, LLC 1.02% Add +10.8% 170,168 $81.6M
Pathstone Holdings, LLC 0.30% Reduce -34.0% 165,566 $79.4M
McIlrath & Eck, LLC 8.17% Add +0.8% 164,953 $79.1M
Silvercrest Asset Management Group LLC 0.52% Add +11.0% 163,698 $78.5M
Atria Investments, Inc 0.90% Reduce -3.2% 163,622 $78.5M
Venture Visionary Partners LLC 2.70% Reduce -5.7% 163,544 $78.4M
Exchange Traded Concepts, LLC 0.75% Add +65.4% 163,492 $78.4M
Kestra Private Wealth Services, LLC 1.02% Reduce -1.5% 163,036 $78.2M
Janney Montgomery Scott LLC 0.18% Add +1.5% 160,710 $77.1M
Signaturefd, LLC 1.20% Reduce -2.9% 158,367 $76.0M
Stevens Capital Partners 22.54% Add +1.9% 157,471 $75.5M
Florida Trust Wealth Management Co 2.15% Reduce -1.9% 157,225 $75.4M
Cahill Financial Advisors Inc. 8.52% Add +1.1% 156,014 $74.8M
Hirtle & Co., LLC 2.96% Reduce -3.0% 155,814 $74.7M
Chicago Partners Investment Group LLC 1.94% Reduce -0.6% 147,488 $74.0M
Sage Financial Group Inc. 4.85% Reduce -1.8% 148,664 $71.3M
Total Wealth Planning, LLC 8.21% Reduce -3.8% 147,930 $70.9M
Destination Wealth Management 1.93% Reduce -1.7% 146,185 $70.1M
Brickley Wealth Management 12.02% Add +18.9% 143,765 $69.0M
Nadler Financial Group, Inc. 6.56% Reduce -3.5% 143,541 $68.8M
Lido Advisors, LLC 0.28% Add +0.4% 143,189 $68.7M
Bokf, NA 1.03% Reduce -3.0% 142,972 $68.6M
Presilium Private Wealth, LLC 13.01% Reduce -2.0% 142,838 $68.5M
Condor Capital Management 5.57% Add +0.1% 141,790 $68.0M
Blue Edge Capital, LLC 9.65% Reduce -7.3% 141,601 $67.9M
NorthCoast Asset Management LLC 0.26% Reduce -1.7% 139,773 $67.0M
Partners in Financial Planning 11.52% Reduce -2.3% 138,916 $66.6M
PFG Advisors 2.72% New 138,277 $66.3M
Trustmark Bank Trust Department 4.28% Add +2.6% 137,537 $66.0M
Strategic Investment Solutions, Inc. 17.45% Add +13.2% 137,466 $66.0M
Gleason Group, Inc. 6.56% Reduce -3.6% 136,106 $65.3M
Checchi Capital Advisers, LLC 4.48% Add +1291.8% 136,076 $65.3M
Stephens Inc. 0.83% Reduce -1.4% 135,189 $64.8M
Magnus Financial Group LLC 5.12% Add +2.4% 134,643 $64.6M
Comerica Bank 0.24% Reduce -2.5% 134,169 $64.3M
DAVENPORT & Co LLC 0.34% Add +3.2% 132,071 $63.3M
Trust Co 6.44% Reduce -0.8% 131,253 $63.0M
Bank of Montreal 0.03% Add +2.6% 131,051 $62.9M
Systematic Alpha Investments, LLC 2.06% No change 130,672 $62.7M
Affinity Capital Advisors, LLC 9.58% Add +1.9% 129,012 $62.3M
Principle Wealth Partners LLC 3.56% Add +0.1% 127,812 $61.3M
IFP Advisors, Inc 1.58% Add +11.9% 126,726 $60.8M
Strategic Investment Advisors / MI 5.35% Reduce -25.6% 92,448 $59.5M
Connecticut Wealth Management, LLC 2.63% Reduce -0.1% 123,646 $59.3M
Quantum Financial Planning Services, Inc. 23.78% Reduce -4.7% 122,600 $58.8M
Grey Fox Wealth Advisors, LLC 11.84% Add +4.0% 120,935 $58.1M
J.W. Cole Advisors, Inc. 1.11% Add +2.7% 120,956 $58.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.43% Reduce -0.5% 120,801 $57.9M
Rolek Wealth Management LLC 42.35% Add +0.6% 117,604 $56.4M
AQR Capital Management 0.04% Add +20.4% 116,253 $55.8M
SP Asset Management LLC 4.41% Reduce -0.2% 115,898 $55.6M
Chaney Capital Management, Inc. 19.59% Reduce -0.6% 115,148 $55.2M
Foundations Investment Advisors, LLC 0.80% Add +21.1% 115,063 $55.2M
Summit Financial Wealth Advisors, LLC 8.41% Add +0.3% 112,590 $54.3M
TL Private Wealth 21.20% Reduce -11.0% 110,212 $52.9M
M&T Bank Corp 0.18% Add +9.9% 109,338 $52.4M
Fee-Only Financial Planning, L.C. 30.56% Reduce -1.6% 109,202 $52.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.03% Add +11.8% 108,814 $52.2M
MAI Capital Management 0.33% Add +5.3% 108,812 $52.2M
CFS Investment Advisory Services, LLC 3.86% Reduce -1.2% 106,242 $52.0M
Golden Road Advisors LLC 30.08% Add +3.2% 108,373 $52.0M
MBM Wealth Consultants, LLC 12.71% Reduce -6.9% 106,738 $51.2M
Concurrent Investment Advisors, LLC 0.88% Add +7.3% 106,738 $51.2M
Old Mission Investment Co LLC 12.40% Add +2.6% 105,908 $50.8M
Strata Wealth Advisors, LLC 13.39% Reduce -11.4% 105,742 $50.7M
Dodds Wealth, LLC 12.47% Reduce -0.3% 104,972 $50.3M
Bishop & Co Investment Management, LLC 16.62% Reduce -0.4% 103,617 $49.7M
Wealthfront Advisers LLC 0.12% Add +6.2% 103,454 $49.6M
Inspirion Wealth Advisors, LLC 6.94% Reduce -0.7% 129,192 $49.6M
Franklin Resources Inc. 0.01% Reduce -1.5% 103,107 $49.5M
Cambridge Associates LLC /Ma/ 0.91% Reduce -3.1% 103,033 $49.4M
Jacobsen Capital Management 16.50% Reduce -0.8% 101,535 $48.7M
Duncan Williams Asset Management, LLC 13.68% Add +1.2% 101,399 $48.6M
American Trust 4.04% Add +3483.0% 99,751 $47.8M
Cornerstone Wealth Advisors, Inc. 11.50% Add +0.5% 99,047 $47.5M
Exencial Wealth Advisors, LLC 1.54% Add +0.5% 98,517 $47.2M
Global Strategic Investment Solutions, LLC 4.66% Reduce -0.2% 97,270 $46.7M
First Pacific Financial 6.44% Reduce -1.9% 96,653 $46.4M
JNBA Financial Advisors 4.12% Add +3.6% 94,566 $45.4M
Mitchell McLeod Pugh & Williams Inc. 7.26% Add +10.5% 89,958 $45.2M
Ieq Capital, LLC 0.14% Reduce -6.2% 94,102 $45.1M
Mainsail Asset Management, LLC 19.75% Add +1.8% 93,916 $45.0M
Black Diamond Financial, LLC 5.04% Add +92.3% 93,816 $45.0M
Penserra Capital Management LLC 0.54% Add +5.3% 93,806 $45.0M
Mesirow Financial Investment Management, Inc. 0.80% Add +4.5% 93,352 $44.8M
AE Wealth Management LLC 0.28% Add +7.5% 92,912 $44.6M
Certified Advisory Corp 4.22% Reduce -3.7% 92,611 $44.4M
Tritonpoint Wealth, LLC 3.80% Add +2.4% 92,337 $44.3M
Rise Advisors, LLC 15.76% Add +6.1% 91,599 $43.9M
Wolff Financial Management LLC 10.14% Reduce -3.9% 91,034 $43.7M
Strategic Blueprint, LLC 1.89% Reduce -2.2% 90,434 $43.4M
Perigon Wealth Management, LLC 0.88% Add +20.5% 90,239 $43.3M
Marino, Stram & Associates LLC 7.72% Add +5.6% 89,441 $42.9M
Nwam LLC 2.30% Reduce -2.7% 88,115 $42.5M
Newton One Investments LLC 12.53% Reduce -1.1% 88,228 $42.3M
GenWealth Group, Inc. 7.87% Reduce -4.1% 88,157 $42.3M
B. Riley Wealth Advisors, Inc. 2.03% Reduce -10.8% 88,044 $42.2M
First Horizon Corp. 1.97% — 87,571 $42.0M
Mgo One Seven LLC 0.96% Add +1.1% 86,361 $41.4M
FWG Holdings, LLC 17.69% Add +34.5% 81,284 $41.0M
Scott Capital Advisors, LLC 9.26% Reduce -4.0% 84,018 $40.9M
Beacon Capital Management, LLC 5.78% Reduce -7.9% 84,842 $40.7M
Retirement Planning Group, LLC 1.40% Add +0.4% 83,799 $40.2M
Destiny Wealth Partners, LLC 4.91% Add +1.5% 83,625 $40.1M
Stratos Investment Management, LLC 1.65% Reduce -2.5% 83,475 $40.0M
Legacies Wealth LLC 25.76% Add +1.4% 83,358 $40.0M
Gotham Asset Management 0.17% Add +17.1% 82,900 $39.8M
Sandbox Financial Partners, LLC 11.37% Add +3.6% 82,787 $39.7M
Wealth Management Strategies, Inc. 19.60% Add +5.7% 82,515 $39.6M
Fifth Third Securities, Inc. 2.68% Add +10.4% 81,690 $39.2M
Compound Planning, Inc. 1.25% Add +16.8% 80,420 $38.6M
GoalVest Advisory LLC 8.12% Add +2.6% 79,825 $38.3M
American Investment Services, Inc. 9.19% Reduce -1.9% 79,781 $38.3M
Wealthspan Partners, LLC 14.56% Reduce -1.8% 78,839 $37.8M
Quantinno Capital Management LP 0.10% Add +43.4% 78,334 $37.6M
Joel Isaacson & Co., LLC 1.35% Add +6.9% 77,973 $37.4M
Natixis Advisors, LLC 0.05% Add +8.4% 752,659 $37.2M
TD Capital Management LLC 3.35% Reduce -0.0% 77,557 $37.2M
HB Wealth Management, LLC 0.25% Add +8.4% 77,468 $37.2M
Lake Street Private Wealth, LLC 4.81% Add +0.3% 77,397 $37.1M
Pure Financial Advisors, LLC 0.58% Reduce -5.8% 75,444 $36.2M
Legacy Financial Group, Inc. 9.90% Reduce -2.4% 75,327 $36.1M
Trek Financial, LLC 2.15% Add +98.3% 75,264 $36.1M
Anderson Hoagland & Co. 3.23% Add +0.3% 74,968 $36.0M
Root Financial Partners, LLC 2.21% Add +62.5% 74,804 $35.9M
Aire Advisors, LLC 6.48% Reduce -0.2% 74,438 $35.7M
Tobias Financial Advisors, Inc. 5.42% Reduce -1.0% 74,391 $35.7M
Alpine Bank Wealth Management 5.01% Add +211.8% 74,226 $35.6M
Ocean Park Asset Management, LLC 1.46% New 73,948 $35.5M
Prospera Financial Services Inc 0.60% Reduce -4.3% 73,248 $35.2M
Bison Wealth, LLC 3.22% Add +6.3% 72,401 $34.9M
Karpus Management, Inc. 1.09% Add +6.0% 71,803 $34.4M
Oak Hill Wealth Advisors, LLC 6.43% Add +3.9% 71,508 $34.3M
Brown Advisory Inc. 0.04% Add +2.9% 71,454 $34.3M
Harbour Investments, Inc. 0.77% Add +5.1% 71,161 $34.1M
Blankinship & Foster, LLC 7.36% Reduce -1.1% 70,147 $33.6M
CoreCap Advisors, LLC 1.22% Reduce -8.1% 69,966 $33.6M
DeDora Capital, Inc. 8.10% Reduce -1.7% 69,952 $33.5M
Evolution Advisers, Inc. 15.05% Add +3.0% 69,481 $33.5M
Financial Advisory Partners, LLC 9.78% Add +3.6% 69,786 $33.5M
Tilson Financial Group, Inc. 10.88% Reduce -5.4% 69,011 $33.1M
Brown Wealth Management, LLC 9.29% Reduce -1.7% 68,988 $33.1M
Cambridge Capital Management, LLC 15.84% Reduce -0.9% 68,902 $33.0M
Meridian Wealth Management, LLC 1.26% Add +16.0% 69,112 $32.8M
Arcadia Wealth Management, LLC 13.00% Reduce -7.0% 68,307 $32.8M
Great Valley Advisor Group, Inc. 0.65% Add +3.5% 67,420 $32.3M
Advisory Services Network, LLC 0.47% Add +0.8% 67,419 $32.3M
Everett Harris & Co. 0.40% Add +1.2% 67,023 $32.1M
R. W. Roge & Company, Inc. 16.43% Add +0.1% 66,827 $32.0M
Bragg Financial Advisors, Inc 1.06% Reduce -0.8% 66,541 $31.9M
TD Private Client Wealth LLC 0.72% Reduce -8.3% 66,510 $31.9M
Marmo Financial Group, LLC 15.41% Add +5.7% 66,340 $31.8M
Financial Advisors Network, Inc. 4.48% Add +0.3% 66,010 $31.7M
Parker Financial LLC 12.83% Reduce -1.4% 65,206 $31.3M
Cannon Financial Strategists, Inc. 4.45% Reduce -0.6% 64,891 $31.1M
Capital Wealth Management, LLC 10.83% Reduce -1.7% 64,880 $31.1M
Integrated Wealth Concepts LLC 0.28% Add +0.5% 64,857 $31.1M
Waterford Advisors, LLC 10.74% Add +4961.3% 64,784 $31.1M
Brookwood Investment Group LLC 4.01% Add +6.2% 64,767 $31.1M
Belpointe Asset Management LLC 1.18% Add +7.9% 64,534 $31.0M
Oppenheimer & Co. Inc. 0.37% Reduce -1.9% 63,705 $30.6M
Ellis Investment Partners, LLC 5.52% Reduce -3.3% 63,680 $30.5M
Warner Financial, Inc. 11.39% Add +1.0% 63,569 $30.5M
Towerpoint Wealth, LLC 12.38% Reduce -2.0% 63,081 $30.3M
Dagco, Inc. 7.58% Add +4.3% 62,884 $30.2M
Crews Bank & Trust 4.41% Add +11.9% 62,817 $30.1M
Websterrogers Financial Advisors, LLC 8.93% Reduce -7.6% 62,107 $29.8M
Taylor Financial Group, Inc. 17.09% Reduce -1.1% 61,939 $29.7M
Sovereign Financial Group, Inc. 5.54% Add +1.6% 61,687 $29.6M
United Financial Planning Group LLC 18.48% — 61,227 $29.4M
RFG Advisory, LLC 0.61% Add +44.9% 61,158 $29.3M
LVW Advisors, LLC 3.03% Reduce -4.4% 60,961 $29.2M
Forvis Mazars Wealth Advisors, LLC 0.58% Reduce -1.8% 60,436 $29.0M
BTC Capital Management, Inc. 1.99% Reduce -0.6% 59,930 $28.8M
Wealth Alliance Advisory Group, LLC 5.17% Reduce -0.8% 59,716 $28.6M
Cutler Investment Counsel LLC 2.99% Add +1.7% 59,424 $28.5M
Peterson Wealth Services 7.00% Reduce -96.3% 2,263 $28.3M
Beaumont Financial Advisors, LLC 1.89% Reduce -1.9% 58,841 $28.2M
Krilogy Financial LLC 1.06% Add +47.2% 56,993 $28.2M
Hiley Hunt Wealth Management 13.25% Reduce -3.6% 58,704 $28.2M
Kennicott Capital Management LLC 13.53% Add +1.4% 58,470 $28.0M
Evergreen Capital Management LLC 0.66% Add +0.1% 57,922 $27.8M
VeraBank, N.A. 5.17% Add +6.9% 57,667 $27.7M
Stratos Wealth Partners, LTD. 0.33% Add +15.2% 57,417 $27.5M
REAP Financial Group, LLC 5.98% Add +2.0% 57,358 $27.5M
Investment Advisory Group, LLC 7.48% Add +5.1% 57,320 $27.5M
Stratos Wealth Advisors, LLC 1.32% Reduce -3.2% 57,020 $27.3M
Commerce Bank 0.15% Reduce -0.1% 56,933 $27.3M
Stephen J. Garry & Associates, LLC 21.74% Reduce -2.2% 56,762 $27.2M
Francis Financial, Inc. 4.84% New 56,667 $27.2M
Veery Capital, LLC 8.49% Add +2.2% 56,080 $26.9M
Acorn Financial Advisory Services Inc. 4.12% Reduce -4.3% 55,935 $26.8M
Creative Financial Designs Inc. 1.80% Add +2.3% 55,770 $26.7M
Global Retirement Partners, LLC 0.59% Reduce -2.1% 55,359 $26.6M
Trust Co of the South 4.37% Add +1.3% 54,874 $26.3M
Beacon Financial Group 2.56% Add +5.8% 54,371 $26.1M
B&D White Capital Company, LLC 3.32% Add +136.6% 54,115 $26.0M
Acorn Creek Capital LLC 9.78% Add +2.1% 54,028 $25.9M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +9.1% 54,000 $25.9M
Berkshire Money Management, Inc. 2.62% Add +112.3% 53,004 $25.4M
Kingsview Wealth Management, LLC 0.39% Add +68.2% 52,759 $25.3M
Associated Banc-Corp 0.66% Reduce -8.0% 52,356 $25.1M
Dominguez Wealth Management Solutions, Inc. 15.88% Add +3.7% 52,319 $25.1M
Spreng Capital Management, Inc. 10.26% Add +0.7% 52,235 $25.1M
Clayton Financial Group LLC 18.20% Add +30.7% 51,937 $24.9M
Whitegate Investment Counselors, Inc. 8.01% Reduce -0.0% 50,723 $24.3M
Flagship Wealth Advisors, LLC 7.91% Add +4.7% 50,049 $24.0M
Neuberger Berman Group LLC 0.02% Add +0.4% 50,021 $24.0M
Advantage Trust Co 10.73% Add +2.6% 49,530 $23.8M
Arista Wealth Management, LLC 2.94% No change 49,193 $23.6M
Market Street Wealth Management Advisors LLC 3.74% Reduce -4.1% 49,154 $23.6M
VestGen Advisors, LLC 0.78% Reduce -2.6% 49,093 $23.5M
Oak Root LLC 2.73% Reduce -2.5% 49,066 $23.5M
GPS Wealth Strategies Group, LLC 2.48% Reduce -4.0% 48,919 $23.5M
IAG Wealth Partners, LLC 2.81% Reduce -0.4% 48,811 $23.4M
Regal Investment Advisors LLC 1.52% Add +2.7% 48,750 $23.4M
Piedmont Capital Management, LLC 12.29% New 48,449 $23.3M
Kohmann Bosshard Financial Services, LLC 2.36% Reduce -2.5% 47,792 $22.9M
Bay Harbor Wealth Management, LLC 6.16% Reduce -0.0% 47,503 $22.8M
Noble Family Wealth, LLC 5.03% Reduce -1.7% 47,532 $22.8M
Guardian Partners Inc. 1.92% Reduce -49.9% 47,082 $22.7M
Robertson Stephens Wealth Management, LLC 0.69% Reduce -8.9% 47,249 $22.7M
IVC Wealth Advisors LLC 10.03% Add +0.3% 46,777 $22.4M
25 LLC 7.62% Add +2.7% 46,685 $22.4M
Prosperity Planning, Inc. 8.43% Reduce -0.3% 46,652 $22.4M
Legacy Edge Advisors, LLC 2.63% Reduce -7.5% 46,513 $22.3M
Baltimore-Washington Financial Advisors, Inc. 0.95% Add +3.6% 46,205 $22.2M
Dakota Wealth Management 0.45% Reduce -6.0% 46,174 $22.1M
O'Brien Wealth Partners LLC 3.00% Add +2.7% 46,147 $22.1M
Rochester Wealth Strategies, LLC 14.47% Reduce -10.3% 46,117 $22.1M
Regent Peak Wealth Advisors LLC 4.42% — 46,015 $22.1M
Tenret Co LLC 11.41% Reduce -0.6% 45,961 $22.0M
Leeward Financial Partners, LLC 6.27% Add +0.7% 45,922 $22.0M
Moneco Advisors, LLC 1.84% Reduce -4.6% 45,834 $22.0M
OneDigital Investment Advisors LLC 0.22% Add +5.0% 45,213 $21.7M
Founders Grove Wealth Partners, LLC 5.04% Reduce -5.7% 44,754 $21.5M
O'shaughnessy Asset Management, LLC 0.13% Add +14.1% 44,356 $21.3M
AdvisorNet Financial, Inc 1.20% Add +6.7% 44,100 $21.2M
Atlantic Union Bankshares Corp 0.40% Add +9.8% 43,945 $21.1M
Baron Silver Stevens Financial Advisors, LLC 3.08% Reduce -10.8% 43,910 $21.1M
Signet Financial Management, LLC 2.44% Reduce -0.6% 43,845 $21.0M
Stage Harbor Financial, LLC 15.34% Add +1.4% 43,711 $21.0M
NORTHSTAR ASSET MANAGEMENT Co 4.48% Add +2.1% 43,494 $20.9M
Aspire Private Capital, LLC 4.57% Reduce -6.7% 43,311 $20.8M
Roof Eidam Maycock Peralta, LLC 5.05% Reduce -0.2% 43,296 $20.8M
Pinion Investment Advisors, LLC 5.66% Add +4.7% 42,320 $20.7M
Leonard Rickey Investment Advisors P.L.L.C. 3.87% Add +0.0% 42,828 $20.5M
EMC Capital Management 9.69% Add +30.1% 42,719 $20.5M
Synergy Investment Management, LLC 7.81% Reduce -3.4% 42,620 $20.4M
Olistico Wealth, LLC 10.77% Add +0.5% 42,480 $20.4M
Werba Rubin Papier Wealth Management 3.28% Add +2.3% 42,327 $20.3M
Milestone Investment Advisors LLC 5.01% Reduce -0.3% 42,070 $20.2M
Gill Capital Partners, LLC 6.15% Reduce -3.0% 41,990 $20.1M
Prime Capital Investment Advisors, LLC 0.25% Add +0.5% 41,749 $20.0M
Apella Capital, LLC 0.44% Add +40.7% 41,900 $19.9M
Topel & Distasi Wealth Management, LLC 9.83% Add +2.0% 41,539 $19.9M
Vise Technologies, Inc. 0.74% Add +256.6% 41,376 $19.8M
Win Advisors, Inc. 9.63% Add +20.3% 41,242 $19.8M
StoneX Group Inc. 0.86% Add +1.2% 40,834 $19.6M
LaSalle St. Investment Advisors, LLC 3.50% Reduce -0.4% 40,759 $19.5M
SCS Capital Management LLC 0.21% Reduce -1.0% 40,629 $19.5M
BIP Wealth, LLC 0.96% Add +7.1% 40,558 $19.5M
Ausdal Financial Partners, Inc. 0.94% Add +12.1% 40,405 $19.4M
Romano Brothers and Company 2.21% Add +2.0% 40,366 $19.4M
Founders Financial Securities LLC 1.31% Add +49.2% 40,191 $19.3M
CIBC Private Wealth Group LLC 0.03% Add +1.5% 40,185 $19.3M
Onyx Bridge Wealth Group LLC 2.09% Add +22.2% 40,167 $19.3M
NewEdge Wealth, LLC 0.28% Add +1.6% 38,856 $19.2M
Obsidian Cio, LLC 2.51% Add +10.2% 39,916 $19.1M
Heartwood Wealth Advisors LLC 1.78% Add +0.2% 39,858 $19.1M
FC Advisory LLC 5.54% Add +1.1% 39,491 $18.9M
One Capital Management, LLC 0.60% Add +1.2% 39,461 $18.9M
Impact Partnership Wealth, LLC 2.80% Reduce -25.2% 39,248 $18.8M
SPC Financial, Inc. 1.47% Reduce -0.3% 39,158 $18.8M
Cyndeo Wealth Partners, LLC 1.04% Reduce -1.4% 38,899 $18.7M
Matrix Private Capital Group LLC 9.86% Add +2.6% 38,760 $18.6M
Silicon Valley Capital Partners 1.75% Reduce -0.7% 38,770 $18.6M
Falcon Wealth Planning 1.67% Reduce -3.0% 38,756 $18.6M
Cornerstone Advisory, LLC 1.82% Add +9.9% 38,630 $18.5M
Quotient Wealth Partners, LLC 0.51% Reduce -0.5% 38,620 $18.5M
Sapient Capital LLC 0.28% Reduce -10.4% 38,641 $18.5M
Eagle Strategies LLC 2.47% Add +0.6% 38,525 $18.5M
GenTrust, LLC 0.84% Reduce -4.6% 38,293 $18.4M
Capital Analysts, LLC 0.54% Add +15.0% 38,314 $18.4M
Focus Partners Advisor Solutions, LLC 0.21% Reduce -6.5% 37,526 $18.3M
Consolidated Portfolio Review Corp 2.29% Add +2.2% 38,075 $18.3M
Aries Wealth Management 4.31% Add +0.1% 38,017 $18.2M
Cora Capital Advisors LLC 7.73% Add +1.8% 37,890 $18.2M
Systelligence, LLC 3.44% Add +41.3% 37,837 $18.1M
Archford Capital Strategies, LLC 2.16% Reduce -37.0% 37,809 $18.1M
Titleist Asset Management, LLC 1.59% Add +1.1% 37,689 $18.1M
Citizens Financial Group Inc. 0.25% Add +11.6% 37,596 $18.1M
Koshinski Asset Management, Inc. 1.29% Add +7.8% 37,623 $18.0M
Planning Alternatives Ltd. 2.30% Reduce -1.2% 37,303 $17.9M
Sowell Financial Services LLC 0.69% Add +10.7% 37,294 $17.9M
Arete Wealth Advisors, LLC 1.11% Add +4.7% 37,039 $17.8M
Enclave Advisors LLC 2.72% Add +5.0% 37,085 $17.8M
DDFG, Inc 4.10% Reduce -1.8% 37,003 $17.7M
Keeler & Nadler Financial Planning & Wealth Management 6.48% Reduce -1.4% 36,870 $17.7M
Lokken Investment Group LLC 6.07% Reduce -5.7% 36,866 $17.7M
Ashton Thomas Private Wealth, LLC 0.46% Reduce -0.8% 36,794 $17.7M
Novem Group 2.09% Add +17.4% 36,531 $17.5M
Smith & Howard Wealth Management, LLC 4.03% Add +4.3% 36,100 $17.3M
Rodgers & Associates, LTD 1.78% Reduce -3.2% 36,014 $17.3M
Curran Financial Partners, LLC 3.41% Add +16.3% 35,915 $17.2M
Berger Financial Group, Inc 1.03% Add +4.1% 35,875 $17.2M
Howard Wealth Management, LLC 7.90% Reduce -2.3% 35,850 $17.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.03% Add +2.7% 35,849 $17.2M
Gemmer Asset Management LLC 1.39% Reduce -0.8% 35,843 $17.2M
Payne Capital Management, LLC 5.52% Add +23.4% 35,768 $17.2M
Snowden Capital Advisors LLC 0.47% Reduce -0.1% 35,662 $17.1M
Wealthcare Advisory Partners LLC 0.36% Add +1.5% 35,664 $17.1M
Synovus Financial Corp. 0.20% Reduce -2.9% 35,593 $17.1M
Robinswood Financial LLC 5.70% Reduce -9.8% 35,635 $17.1M
Hohimer Wealth Management, LLC 2.41% Add +2.7% 35,622 $17.1M
Addison Advisors LLC 3.93% Reduce -0.5% 35,299 $16.9M
Zhang Financial LLC 0.69% Add +42.5% 35,242 $16.9M
Salomon & Ludwin, LLC 1.52% Reduce -3.5% 35,038 $16.9M
Procyon Advisors, LLC 0.96% Reduce -3.4% 33,786 $16.2M
Horizon Family Wealth, Inc. 9.28% Reduce -0.1% 33,656 $16.1M
Geneos Wealth Management Inc. 0.41% Reduce -33.9% 33,602 $16.1M
Five Pine Wealth Management 10.79% Reduce -5.7% 33,300 $16.0M
Bristlecone Advisors, LLC 1.33% Add +0.4% 33,251 $15.9M
Richmond Investment Services, LLC 2.96% Reduce -2.5% 33,185 $15.9M
Safir Wealth Advisors, LLC 11.20% Reduce -3.8% 33,057 $15.9M
Mutual Advisors, LLC 0.35% Add +0.1% 32,634 $15.8M
IHT Wealth Management, LLC 0.39% Add +4.0% 32,446 $15.6M
First Heartland Consultants, Inc. 1.25% Add +2.0% 32,316 $15.5M
Marshall Financial Group Inc. 4.26% Reduce -1.3% 32,257 $15.5M
Beirne Wealth Consulting Services, LLC 3.71% Add +0.4% 32,169 $15.4M
One Charles Private Wealth Services, LLC 4.05% Add +6.5% 32,169 $15.4M
Kathmere Capital Management, LLC 1.10% Add +0.4% 32,160 $15.4M
Watershed Private Wealth LLC 4.86% Reduce -4.2% 32,090 $15.4M
Financial Insights, Inc. 5.08% Reduce -3.1% 31,971 $15.3M
Financial Connections Group, Inc. 5.97% Reduce -7.2% 31,920 $15.3M
Clarius Group, LLC 0.90% Add +1.2% 31,811 $15.3M
PCA Investment Advisory Services Inc. 5.63% Add +6.3% 31,720 $15.2M
GW Henssler & Associates Ltd. 0.75% Add +5.7% 31,329 $15.0M
Great Diamond Partners, LLC 2.91% Reduce -7.6% 31,277 $15.0M
Kraft, Davis & Associates, LLC 3.65% Add +0.2% 30,908 $15.0M
Uptown Financial Advisors LLC 13.14% Reduce -0.7% 31,156 $14.9M
Warwick Investment Management, Inc. 2.58% Add +87.1% 31,010 $14.9M
Gladstone Institutional Advisory LLC 0.57% Add +6.6% 30,930 $14.8M
Beacon Bridge Wealth Partners, LLC 5.27% Add +1.9% 30,902 $14.8M
Thrive Wealth Management, LLC 2.23% Reduce -0.1% 30,812 $14.8M
Independent Financial Group, LLC 0.35% Add +4.1% 30,799 $14.8M
Mayfair Advisory Group, LLC 6.33% Add +6.1% 30,761 $14.8M
Fusion Capital, LLC 4.26% Add +0.3% 29,316 $14.6M
SOL Capital Management CO 1.31% Add +3.5% 30,408 $14.6M
Capital Advisors, Ltd. LLC 1.64% Add +0.3% 30,291 $14.5M
SWP Financial LLC 7.38% Reduce -0.6% 30,184 $14.5M
SouthState Bank Corp 0.67% Add +5.2% 30,104 $14.4M
MCF Advisors LLC 0.88% No change 29,987 $14.4M
Riversedge Advisors, LLC 2.40% Add +5.8% 29,898 $14.3M
Crown Wealth Group, LLC 4.30% Add +62.5% 29,868 $14.3M
Oak Harvest Investment Services 1.67% Add +5.5% 29,793 $14.3M
Integral Investment Advisors, Inc. 3.83% Add +2.8% 29,645 $14.2M
Regions Financial Corp. 0.09% Add +1.2% 29,501 $14.1M
PFG Private Wealth Management, LLC 6.30% New 29,467 $14.1M
Integrity Wealth Solutions LLC 6.30% Add +1.9% 29,467 $14.1M
Midwest Trust Co 0.18% Reduce -6.3% 29,209 $14.0M
JMG Financial Group, Ltd. 0.39% Reduce -0.9% 28,864 $13.8M
Apollon Wealth Management, LLC 0.25% Add +60.3% 28,853 $13.8M
Arkadios Wealth Advisors 0.34% Add +56.5% 28,602 $13.7M
UMB Bank, n.a. 0.20% Add +0.0% 28,511 $13.7M
Harbor Investment Advisory, LLC 1.13% Reduce -0.6% 28,477 $13.7M
Nations Financial Group Inc, /Ia/ 0.85% Reduce -3.9% 28,382 $13.6M
NWF Advisory Services Inc. 1.49% Reduce -10.7% 28,369 $13.6M
Columbia River Financial Group, LLC 8.39% Reduce -0.8% 27,447 $13.6M
Clearstead Advisors, LLC 0.20% Reduce -1.5% 28,352 $13.6M
Cranbrook Wealth Management, LLC 2.70% Reduce -5.1% 28,026 $13.4M
IFG Advisory, LLC 0.61% Add +1.3% 27,897 $13.4M
BLB&B Advisors, LLC 0.58% Reduce -0.0% 27,806 $13.3M
Lansing Street Advisors 3.50% Add +1.1% 27,484 $13.2M
Flagship Harbor Advisors, LLC 0.57% Add +0.9% 27,485 $13.2M
Texas Yale Capital Corp. 0.41% Add +1.1% 27,405 $13.1M
Hurlow Wealth Management Group, Inc. 3.37% Reduce -10.2% 27,130 $13.0M
Birnam Oak Advisors, LP 3.19% No change 27,100 $13.0M
Clark Financial Services Group Inc. 6.88% Reduce -0.1% 26,997 $12.9M
Hubbell Strickland Wealth Management, LLC 5.32% Reduce -0.3% 26,970 $12.9M
Thrivent Financial for Lutherans 0.03% Reduce -82.4% 26,919 $12.9M
Maridea Wealth Management LLC 2.00% Add +80.3% 26,496 $12.8M
Novak & Powell Financial Services, Inc. 6.74% Add +30.3% 26,708 $12.8M
Westwood Holdings Group Inc. 0.09% Reduce -2.4% 26,656 $12.8M
Ironsides Asset Advisors, LLC 3.29% No change 26,612 $12.8M
Johnson Investment Counsel Inc. 0.11% Add +16.7% 26,569 $12.7M
Coastal Bridge Advisors, LLC 0.96% Add +7.9% 26,470 $12.7M
Elevated Capital Advisors, LLC 3.14% Reduce -1.8% 26,291 $12.6M
First National Bank of Omaha 0.80% Add +1.7% 26,240 $12.6M
Angeles Wealth Management, LLC 0.77% Reduce -1.1% 26,227 $12.6M
World Investment Advisors 0.26% Add +92.2% 26,212 $12.6M
Main Line Retirement Advisors, LLC 6.40% Add +1.5% 25,994 $12.5M
CWS Financial Advisors, LLC 3.46% Add +5.6% 25,994 $12.5M
Segment Wealth Management, LLC 0.75% Add +0.1% 25,948 $12.4M
Facet Wealth, Inc. 0.26% Reduce -2.2% 25,928 $12.4M
Cardiff Park Advisors, LLC 0.95% Add +2.3% 25,768 $12.4M
Gentry Private Wealth, LLC 8.54% Reduce -2.4% 25,575 $12.3M
Sage Mountain Advisors LLC 0.70% Add +76.2% 25,447 $12.2M
Financial Life Advisors 3.92% Reduce -2.2% 25,439 $12.2M
Mechanics Bank Trust Department 1.69% Reduce -0.9% 25,046 $12.0M
Agf Management Ltd. 0.05% Reduce -2.5% 25,005 $12.0M
Kendall Capital Management 2.69% Add +7.9% 24,874 $11.9M
Caprock Group, LLC 0.29% — 25,995 $11.9M
GC Wealth Management RIA, LLC 0.39% Add +18.9% 24,811 $11.9M
N.E.W. Advisory Services LLC 1.06% Add +0.5% 24,719 $11.9M
Bleakley Financial Group, LLC 0.27% Add +2.4% 24,702 $11.8M
Bath Savings Trust Co 1.16% Reduce -0.1% 24,444 $11.7M
Verdence Capital Advisors LLC 0.67% Add +1.4% 23,237 $11.6M
Parallel Advisors, LLC 0.21% Add +18.9% 24,132 $11.6M
Susquehanna International Group, LLP 0.02% New 24,044 $11.5M
Nabity-Jensen Investment Management Inc 7.93% Reduce -1.8% 23,850 $11.4M
Calton & Associates, Inc. 1.72% Add +17.8% 23,841 $11.4M
Zions Bancorporation, National Association 0.56% Reduce -3.9% 23,624 $11.3M
Kathleen S. Wright Associates Inc. 4.20% Add +1.4% 23,620 $11.3M
First United Bank & Trust 3.68% Add +3.5% 23,610 $11.3M
Prostatis Group LLC 2.83% Reduce -0.4% 23,562 $11.3M
Park Avenue Securities LLC 0.09% Reduce -4.7% 23,409 $11.2M
Certus Wealth Management, LLC 6.68% Reduce -1.9% 23,268 $11.2M
Capital Investment Advisory Services, LLC 0.88% Reduce -7.5% 23,094 $11.1M
Ritholtz Wealth Management 0.21% Add +3.9% 23,041 $11.1M
Perennial Investment Advisors, LLC 0.91% Add +3.5% 22,886 $11.0M
Petix & Botte Co 2.53% Reduce -2.8% 22,891 $11.0M
Cornerstone Wealth Management, LLC 0.61% Add +0.1% 22,872 $11.0M
First PREMIER Bank 2.47% Add +14.5% 22,726 $10.9M
Watts Gwilliam & Co., LLC 1.75% Add +3.2% 22,563 $10.8M
Magnolia Capital Advisors LLC 2.82% Reduce -22.8% 22,504 $10.8M
ERn Financial, LLC 2.13% Add +0.2% 22,488 $10.8M
Farther Finance Advisors, LLC 0.16% Add +23.9% 22,440 $10.8M
Thrive Capital Management, LLC 2.78% Add +22.4% 22,434 $10.8M
Hofer & Associates. Inc 6.15% Reduce -1.1% 22,393 $10.7M
Stokes Family Office, LLC 1.02% Add +108.5% 22,325 $10.7M
Brio Consultants, LLC 1.46% Add +3.0% 22,194 $10.6M
Blueprint Investment Partners LLC 1.50% Add +140.2% 22,188 $10.6M
Horizon Bancorp Inc. 5.07% Add +17.9% 22,176 $10.6M
Intergy Private Wealth, LLC 3.31% Add +0.5% 22,093 $10.6M
VSM Wealth Advisory, LLC 3.28% Add +17.6% 21,988 $10.5M
Woodside Wealth Management LLC 8.31% Add +1.1% 21,975 $10.5M
Fonville Wealth Management LLC 2.37% Add +5.2% 21,962 $10.5M
Register Financial Advisors LLC 4.13% Add +3.0% 21,895 $10.5M
Visionary Wealth Advisors 0.49% Reduce -0.7% 21,832 $10.5M
Peak Retirement Planning, Inc. 2.92% Add +26.2% 21,652 $10.4M
Abich Financial Wealth Management LLC 3.66% — 21,462 $10.3M
Claris Financial LLC 5.83% Add +51.7% 21,396 $10.3M
Valeo Financial Advisors, LLC 0.23% Reduce -50.4% 21,369 $10.2M
Clearwater Capital Advisors, LLC 0.87% Reduce -0.8% 21,322 $10.2M
Washington Trust Advisors, Inc. 0.78% Reduce -1.4% 21,248 $10.2M
Mustard Seed Financial, LLC 6.55% Add +1.6% 21,234 $10.2M
Mathes Company, Inc. 3.68% No change 21,220 $10.2M
Essex Financial Services, Inc. 0.60% Add +3.4% 21,065 $10.1M
Wellspring Financial Advisors, LLC 0.93% Add +9.8% 1,035,334 $10.1M
Hollencrest Capital Management 0.36% Add +0.3% 20,961 $10.1M
Ted Buchan & Co 3.93% Reduce -12.0% 20,926 $10.0M
Laurel Wealth Advisors LLC 1.39% Reduce -1.4% 20,665 $9.9M
Sightline Wealth Advisors, LLC 4.47% Add +4.5% 20,645 $9.9M
Kassira Wealth Management LLC 9.52% — 20,607 $9.9M
Yoder Wealth Management, Inc. 4.67% Reduce -0.9% 20,614 $9.9M
Tide Cove Capital Partners LLC 7.60% Reduce -0.1% 19,889 $9.9M
Ethos Financial Group, LLC 0.78% Add +362.3% 20,512 $9.8M
Freedom Financial Partners LLC 3.75% Add +0.3% 20,507 $9.8M
MidAtlantic Capital Management, Inc. 6.65% Add +0.2% 20,312 $9.7M
Latigo Investments, LLC 4.88% Reduce 0.0% 20,175 $9.7M
Riverview Capital Advisers, LLC 2.80% Add +0.9% 20,161 $9.7M
Madison Park Capital Advisors, LLC 7.92% Reduce -1.6% 20,117 $9.6M
Dravo Bay LLC 4.25% Reduce -1.1% 20,061 $9.6M
Pine Valley Investments Ltd Liability Co 0.50% Add +2.8% 20,041 $9.6M
Acropolis Investment Management, LLC 0.49% Add +4.0% 21,899 $9.6M
Wealthspire Retirement, LLC 0.61% Reduce -2.6% 20,005 $9.6M
Avion Wealth 2.05% Add +4.5% 19,934 $9.6M
Winthrop Advisory Group LLC 0.83% Add +1.8% 19,830 $9.5M
Goodman Advisory Group, LLC 2.36% Reduce -5.8% 19,810 $9.5M
Ameritas Advisory Services, LLC 0.62% Reduce -41.0% 19,716 $9.5M
Quaker Wealth Management, LLC 3.07% Reduce -8.0% 19,662 $9.4M
Agate Pass Investment Management, LLC 3.57% Add +49.1% 19,584 $9.4M
Brighton Jones LLC 0.22% Add +6.7% 19,446 $9.3M
LifeGoal Investments, LLC 7.65% Add +5.6% 19,189 $9.2M
Dentgroup LLC 5.92% Reduce -0.2% 19,111 $9.2M
QRG Capital Management, Inc. 0.11% Reduce -16.0% 19,098 $9.2M
Ogorek Anthony Joseph /NY/ 2.62% Reduce -0.4% 19,090 $9.2M
Wind River Trust Co 3.38% No change 19,070 $9.1M
Emerald Advisors, LLC 1.21% Add +3.5% 19,006 $9.1M
FWG Investments, LLC. 6.24% Add +40.8% 18,983 $9.1M
SteelPeak Wealth, LLC 0.30% Add +447.7% 18,874 $9.1M
Hilltop Holdings Inc. 0.48% Add +5.2% 18,812 $9.0M
Curi Capital, LLC 0.17% Add +4.0% 18,780 $9.0M
Rinkey Investments 2.39% Add +2.9% 18,798 $9.0M
Wells Financial Advisors INC 12.01% Reduce -2.8% 18,717 $9.0M
Kure Advisory, LLC 5.50% Reduce -0.6% 18,565 $8.9M
McKinley Carter Wealth Services, Inc. 0.47% Reduce -0.4% 18,475 $8.9M
Level Financial Advisors 2.50% Add +7.7% 18,462 $8.9M
Bonfire Financial 6.80% Reduce -11.8% 18,439 $8.9M
Uptick Partners, LLC 2.32% Reduce -0.4% 18,429 $8.8M
Royal Fund Management, LLC 1.06% Reduce -11.5% 18,338 $8.8M
Brighton Securities Corp. 4.59% Add +37.6% 18,364 $8.8M
Diversified Portfolios, Inc. 0.78% Reduce -0.2% 18,313 $8.8M
Nicolet Advisory Services, LLC 0.68% Reduce -0.7% 18,200 $8.8M
Keystone Financial Group 0.67% Add +4.0% 18,233 $8.7M
Integrity Alliance, Llc. 0.41% Add +7.4% 18,206 $8.7M
Gallagher Fiduciary Advisors, LLC 0.32% Reduce -0.3% 18,183 $8.7M
Spire Wealth Management 0.30% Reduce -3.7% 18,159 $8.7M
Dynamic Advisor Solutions LLC 0.25% Add +30.9% 18,134 $8.7M
Wedbush Securities Inc. 0.28% Reduce -29.0% 18,115 $8.7M
Prestige Wealth Management Group LLC 1.68% Reduce -2.6% 18,083 $8.7M
Osborne Partners Capital Management, LLC 0.44% Reduce -0.6% 18,083 $8.7M
WealthShield Partners, LLC 0.98% Add +0.9% 18,046 $8.7M
MTC Wealth Management LLC 4.03% Reduce -2.6% 18,036 $8.7M
Centaurus Financial, Inc. 0.40% Add +76.1% 17,964 $8.6M
CGN Advisors LLC 0.71% Add +19.5% 17,898 $8.6M
TPG Financial Advisors, LLC 3.19% Reduce -3.3% 17,833 $8.6M
NFSG Corp 1.27% Add +1.8% 17,712 $8.5M
Aspen Wealth Management LLC 1.87% Add +19.6% 17,594 $8.4M
Disciplined Investors, L.L.C. 5.99% Add +11.9% 17,553 $8.4M
Bluespring Wealth Management, LLC 0.73% Reduce -1.7% 17,521 $8.4M
Horizon Investments, LLC 0.11% Add +372.1% 17,515 $8.4M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.82% Add +14.8% 16,838 $8.4M
Valpey Financial Services, LLC 5.47% Reduce -3.5% 17,422 $8.4M
Csenge Advisory Group 0.40% Reduce -24.6% 17,406 $8.3M
St. Louis Trust Co 1.04% Reduce -13.6% 17,389 $8.3M
Northstar Group, Inc. 1.27% Reduce -1.9% 17,341 $8.3M
Smartleaf Asset Management LLC 0.51% Add +24.3% 17,394 $8.3M
Abbot Financial Management, Inc. 3.54% Add +0.1% 17,256 $8.3M
BlackRock, Inc. 0.00% Add +23.5% 17,156 $8.2M
Scott & Selber, Inc. 2.08% Add +0.1% 17,015 $8.2M
Vicus Capital 0.62% Add +2.6% 17,006 $8.2M
Simmons Bank 0.54% Reduce -3.5% 16,991 $8.1M
Pine Harbor Wealth Management, LLC 2.60% Reduce -10.9% 16,914 $8.1M
Campbell Deegan Wealth Management, LLC 7.24% Reduce -0.0% 16,902 $8.1M
M3 Advisory Group, LLC 5.04% Add +1.3% 16,851 $8.1M
Clarus Wealth Advisors 3.55% Reduce -2.6% 16,677 $8.0M
Element Pointe Advisors, LLC 1.71% Add +3.2% 16,714 $8.0M
Hill Island Financial LLC 2.00% Reduce -4.2% 16,694 $8.0M
Kavar Capital Partners Group, LLC 1.07% Add +11.1% 16,676 $8.0M
Capital Planning LLC 2.33% Reduce -0.2% 16,655 $8.0M
LifePlan Investment Advisors, Inc. 3.34% Add +11.3% 16,618 $8.0M
Idaho Trust Co 2.68% Add +27.6% 16,595 $8.0M
Sigma Planning Corp 0.23% Add +14.7% 16,586 $8.0M
Weinberger Asset Management, Inc 2.88% Reduce -4.1% 16,584 $8.0M
HTG Investment Advisors, Inc. 2.65% Add +3.7% 16,438 $7.9M
Level Four Advisory Services, LLC 0.27% Add +0.6% 16,436 $7.9M
Disciplined Investments, LLC 3.13% Reduce -4.0% 16,366 $7.8M
Northern Financial Advisors Inc 4.11% New 16,324 $7.8M
Defined Wealth Management, LLC 4.53% Reduce -0.5% 16,272 $7.8M
Triad Wealth Partners, LLC 1.00% Add +634.6% 16,242 $7.8M
First American Trust, FSB 0.56% Reduce -2.6% 16,125 $7.7M
LongView Wealth Management 2.09% Reduce -3.8% 16,113 $7.7M
GSG Advisors LLC 2.04% Reduce -1.0% 16,009 $7.7M
Parkside Financial Bank & Trust 0.60% Reduce -0.1% 16,035 $7.7M
Tower View Wealth Management LLC 3.97% Add +1.6% 16,008 $7.7M
Gateway Wealth Partners, LLC 1.03% Add +478.7% 15,942 $7.6M
Synergy Asset Management, LLC 0.28% Add +257.1% 16,666 $7.6M
SBI Securities Co., Ltd. 0.19% Add +2.6% 15,844 $7.6M
Rehmann Capital Advisory Group 0.41% Add +0.2% 16,007 $7.6M
MA Private Wealth 1.26% Reduce -0.9% 15,638 $7.5M
High Net Worth Advisory Group LLC 1.80% Add +5.4% 15,624 $7.5M
Muirfield Wealth Advisors LLC 5.55% Add +0.8% 15,599 $7.5M
Twin Focus Capital Partners, LLC 0.94% No change 15,433 $7.4M
Glen Eagle Advisors, LLC 1.03% Add +1.2% 15,389 $7.4M
Stone Summit Wealth LLC 2.09% Add +86.7% 15,382 $7.4M
Infinity Wealth Counsel, LLC 7.10% Reduce -1.2% 15,239 $7.3M
Kelman-Lazarov, Inc. 1.08% Add +68.3% 15,202 $7.3M
Security Financial Services, INC. 1.18% Reduce -4.4% 15,182 $7.3M
Kovack Advisors, Inc. 0.68% Reduce -2.3% 15,160 $7.3M
Fifth Third Wealth Advisors LLC 0.27% Add +1.7% 15,124 $7.3M
Revolve Wealth Partners, LLC 0.87% Reduce -1.7% 15,089 $7.2M
Advisory Alpha, LLC 0.20% Reduce -2.9% 14,912 $7.2M
NCM Capital Management, LLC 2.79% Reduce -3.4% 14,986 $7.2M
Journey Beyond Wealth, LLC 5.85% Reduce -10.1% 14,818 $7.1M
Cumberland Advisors Inc. 2.73% Reduce -5.4% 14,818 $7.1M
Patriot Financial Group Insurance Agency, LLC 0.91% Reduce -9.7% 14,757 $7.1M
Cohen Klingenstein LLC 0.22% No change 14,733 $7.1M
Estate Counselors, LLC 0.61% Add +7.8% 14,709 $7.1M
Willis Johnson & Associates, Inc. 0.43% Reduce -1.3% 14,622 $7.0M
Apex Wealth Management, LLC 5.01% Reduce -2.8% 14,613 $7.0M
NorthRock Partners, LLC 0.13% Add +38.1% 14,602 $7.0M
Drucker Wealth 3.0, LLC 1.25% Reduce -3.5% 14,589 $7.0M
Compton Wealth Advisory Group, LLC 1.62% Add +19.8% 14,551 $7.0M
Capital Planning Advisors, LLC 0.95% Reduce -0.2% 14,415 $6.9M
Cornerstone Wealth Group, LLC 0.47% Add +5.2% 14,405 $6.9M
Insight Advisors, LLC/ PA 1.05% Reduce -0.4% 14,346 $6.9M
Avidian Wealth Enterprises, LLC 0.26% Reduce -1.9% 14,336 $6.9M
Western Wealth Management, LLC 0.36% Add +2.0% 14,308 $6.9M
Richardson Financial Services Inc. 4.24% Reduce -1.6% 14,249 $6.8M
Winthrop Capital Management, LLC 1.65% Add +4.0% 14,183 $6.8M
Fourth Dimension Wealth, LLC 2.59% Reduce -7.8% 14,178 $6.8M
Cascades Capital Asset Management, LLC 3.04% Reduce -0.2% 14,168 $6.8M
Pandora Wealth, Inc. 4.11% Add +0.4% 14,149 $6.8M
Benjamin Edwards Inc. 0.08% Add +11.9% 14,090 $6.8M
Capital Investment Advisors, LLC 0.11% Add +16.5% 14,027 $6.7M
GoalFusion Wealth Management, LLC 3.20% New 13,990 $6.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.11% Add +1.0% 13,974 $6.7M
Laraway Financial Advisors Inc 4.57% Add +4.6% 13,948 $6.7M
Wescott Financial Advisory Group, LLC 0.60% Reduce -2.5% 13,913 $6.7M
Tidal Investments LLC 0.03% Add +19.2% 13,907 $6.7M
Angeles Investment Advisors, LLC 0.44% Reduce -37.5% 13,887 $6.7M
CX Institutional 0.20% Reduce -3.1% 13,864 $6.6M
Manuka Financial, LLC 4.13% Reduce -51.5% 13,862 $6.6M
FineMark National Bank & Trust 0.22% Add +40.9% 13,816 $6.6M
Advocacy Wealth Management, LLC 0.29% Add +18.7% 13,771 $6.6M
Brown Brothers Harriman & Co. 0.04% Reduce -6.7% 13,762 $6.6M
MOKAN Wealth Management Inc. 3.31% Add +49.1% 13,700 $6.6M
Quadcap Wealth Management, LLC 0.77% Reduce -10.2% 13,603 $6.5M
Empower Advisory Group, LLC 0.02% Reduce -4.2% 13,509 $6.5M
Sensible Financial Planning & Management, LLC. 1.17% Reduce -0.1% 13,476 $6.5M
Ascent Group, LLC 0.23% Reduce -44.2% 13,428 $6.4M
Donaldson Capital Management, LLC 0.20% Reduce -3.9% 13,423 $6.4M
Guidance Capital, Inc. 1.67% Add +4.0% 13,102 $6.4M
Axxcess Wealth Management, LLC 0.14% Reduce -35.8% 13,358 $6.4M
Smith, Moore & Co. 0.49% Add +1.2% 13,317 $6.4M
Madison Asset Management, LLC 0.07% Add +56.1% 13,189 $6.3M
Motiv8 Investments LLC 3.35% Reduce -3.5% 13,144 $6.3M
Carnegie Investment Counsel 0.12% Reduce -1.0% 13,125 $6.3M
GFS Advisors, LLC 0.80% Reduce -0.6% 13,091 $6.3M
Barrett & Company, Inc. 2.14% Add +2.5% 13,039 $6.3M
Culbertson A N & Co. Inc. 0.88% No change 12,914 $6.2M
Aptus Capital Advisors, LLC 0.06% Add +1191.4% 12,914 $6.2M
Dopkins Wealth Management, LLC 2.61% Reduce -7.8% 12,894 $6.2M
Hengehold Capital Management LLC 0.53% Reduce -2.0% 12,892 $6.2M
Strategic Financial Partners, Ltd. 2.82% Reduce -2.4% 12,837 $6.2M
Blueprint Financial Advisors LLC 1.33% New 12,801 $6.1M
Aspiriant, LLC 0.19% Add +6.9% 12,773 $6.1M
Bawa N Mallick Trust 2.31% No change 12,750 $6.1M
Roman Butler Fullerton & Co. 1.62% Add +0.6% 11,976 $6.0M
Choate Investment Advisors 0.12% Reduce -1.4% 12,527 $6.0M
Emergent Wealth Advisors, LLC 3.48% Add +2.0% 12,514 $6.0M
Diversified Enterprises, LLC 0.40% Reduce -1.6% 12,491 $6.0M
Maia Wealth LLC 1.00% Add +6.9% 12,014 $6.0M
Hexagon Capital Partners LLC 1.19% Reduce -0.1% 12,408 $6.0M
CPA Asset Management Group, LLC 2.29% Reduce -0.2% 12,402 $5.9M
Finward Bancorp 4.52% Reduce -8.0% 12,398 $5.9M
BCS Wealth Management 1.34% Reduce -0.2% 12,391 $5.9M
Private Wealth Asset Management, LLC 0.70% Reduce -5.1% 12,380 $5.9M
Valmark Advisers, Inc. 0.08% Add +18.5% 12,330 $5.9M
Bay Rivers Group 2.48% Add +1.2% 12,306 $5.9M
Composition Wealth, LLC 0.09% Reduce -21.6% 12,276 $5.9M
Wilmington Savings Fund Society, FSB 0.14% Reduce -56.4% 12,268 $5.9M
Wedmont Private Capital 0.22% Add +0.3% 12,195 $5.9M
Battery Global Advisors, LLC 2.76% No change 12,241 $5.9M
Cascade Wealth Advisors, Inc 2.89% Reduce -0.1% 11,833 $5.9M
Sentinel Pension Advisors, LLC 0.94% Reduce -2.4% 12,213 $5.9M
Asset Allocation & Management Company, LLC 2.49% No change 12,189 $5.8M
Ciovacco Capital Management LLC 2.93% Add +6.2% 12,150 $5.8M
Summit Wealth Partners, LLC 1.05% Add +14.6% 12,142 $5.8M
FDx Advisors, Inc. 1.74% Reduce -18.3% 11,662 $5.8M
Nestegg Advisors, Inc. 5.15% Add +2.3% 12,096 $5.8M
Seeds Investor LLC 1.22% Reduce -0.7% 12,095 $5.8M
Alexis Investment Partners, LLC 0.50% Reduce -16.9% 12,125 $5.8M
Keybank National Association 0.02% Add +7.7% 12,066 $5.8M
MSH Capital Advisors LLC 1.54% Reduce -0.3% 12,018 $5.8M
Planwiser Financial, LLC 4.52% Reduce -4.4% 11,341 $5.7M
Droms Strauss Advisors Inc. /Mo/ 1.65% Reduce -10.9% 11,866 $5.7M
Family CFO Inc 2.61% No change 11,825 $5.7M
OneAscent Financial Services LLC 0.38% Add +24.2% 11,793 $5.7M
Greystone Financial Group, LLC 0.88% Reduce -7.7% 11,780 $5.6M
FSM Wealth Advisors, LLC 0.80% Reduce -2.3% 11,779 $5.6M
Panoramic Investment Advisors, LLC 3.17% Add +23.4% 11,756 $5.6M
Fund Evaluation Group, LLC 0.20% Reduce -8.3% 11,693 $5.6M
Sax Wealth Advisors, LLC 0.30% Reduce -7.0% 11,657 $5.6M
EnRich Financial Partners LLC 1.59% Add +3.5% 11,638 $5.6M
Polen Capital Management LLC 0.02% Reduce -9.9% 11,625 $5.6M
Planning Directions Inc. 2.90% Reduce -5.3% 11,572 $5.5M
Focus Financial Network, Inc. 0.20% Add +0.8% 11,460 $5.5M
Gilliland Jeter Wealth Management LLC 1.69% Add +0.8% 11,437 $5.5M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -5.5% 11,387 $5.5M
Chris Bulman Inc 2.73% Reduce -16.8% 11,348 $5.4M
Clarity Capital Advisors, LLC 2.96% Reduce -0.3% 11,342 $5.4M
Kingswood Wealth Advisors, LLC 0.33% Add +33.5% 11,329 $5.4M
Savvy Advisors, Inc. 0.25% Add +1.7% 11,280 $5.4M
Leavell Investment Management, Inc. 0.23% Add +3.6% 11,261 $5.4M
Equitable Trust Co. 0.25% Add +26.3% 11,254 $5.4M
Leo Wealth, LLC 0.70% Reduce -53.5% 11,225 $5.4M
Foronjy Financial LLC 2.35% Reduce -9.7% 11,207 $5.4M
Tudor Investment Corporation 0.04% New 11,200 $5.4M
HBK Sorce Advisory LLC 0.13% Reduce -5.8% 11,135 $5.3M
FF Advisors,LLC 2.54% No change 11,090 $5.3M
Catalyst Private Wealth, LLC 2.33% Reduce -6.3% 11,087 $5.3M
XY Planning Network, Inc. 1.80% No change 12,078 $5.3M
Lodestar Private Asset Management LLC 0.55% Reduce -0.8% 11,009 $5.3M
Great Lakes Advisors, LLC 0.04% Reduce -0.1% 10,979 $5.3M
Main Street Financial Solutions, LLC 0.34% Add +9.4% 10,975 $5.3M
Fiduciary Alliance LLC 0.35% Add +15.8% 10,934 $5.2M
Alexander Labrunerie & Co., Inc. 1.95% Add +2.2% 10,870 $5.2M
AlphaCore Capital LLC 0.17% Add +41.3% 10,819 $5.2M
Platform Technology Partners 1.24% Add +13.8% 10,812 $5.2M
City State Bank 1.50% Add +5.2% 10,809 $5.2M
Grandview Asset Management LLC 1.46% Add +12.2% 10,786 $5.2M
Stonegate Investment Group, LLC 0.12% Add +10.2% 10,760 $5.2M
Councilor Wealth, LLC 2.38% Add +12.6% 10,699 $5.1M
Causey Wealth LLC 2.50% Add +0.6% 10,688 $5.1M
Apexium Financial, LP 0.25% Add +1.2% 10,675 $5.1M
Altiora Financial Group, LLC 0.94% Add +1.4% 10,675 $5.1M
Fulcrum Capital LLC 1.05% Reduce -8.3% 10,666 $5.1M
KG Capital Management 1.40% Add +10.6% 10,594 $5.1M
Accent Capital Management, LLC 2.13% Reduce -21.8% 33,209 $5.1M
Opinicus Capital, Inc. 3.52% Reduce -4.3% 10,582 $5.1M
Seaview Investment Managers LLC 1.87% Add +346.6% 10,552 $5.1M
NorthStar Asset Management LLC 2.41% Reduce -1.3% 10,506 $5.0M
Glass Jacobson Investment Advisors llc 1.82% Reduce -1.7% 10,503 $5.0M
Kwmg, LLC 0.44% Reduce -2.0% 10,493 $5.0M
Worth Asset Management, LLC 2.26% Add +2011.1% 10,471 $5.0M
Davidson Trust Co. 2.07% Add +5.8% 10,452 $5.0M
Blue Trust, Inc. 0.06% Reduce -2.1% 10,447 $5.0M
West Bancorporation Inc. 2.77% Add +2.1% 10,374 $5.0M
Montag A & Associates Inc. 0.23% Add +1.0% 10,363 $5.0M
SOA Wealth Advisors, LLC. 0.81% Reduce -3.6% 10,315 $4.9M
Evercore Wealth Management, LLC 0.07% Reduce -2.3% 10,212 $4.9M
Marshall & Sterling Wealth Advisors Inc. 3.13% Reduce -7.5% 10,260 $4.9M
Tradition Wealth Management, LLC 0.36% Add +6.2% 10,174 $4.9M
Quest 10 Wealth Builders, Inc. 4.49% Reduce -3.3% 10,159 $4.9M
BridgePort Financial Solutions, LLC 1.31% Reduce -3.3% 10,146 $4.9M
Earned Wealth Advisors, LLC 0.80% Add +0.5% 10,141 $4.9M
United Advisor Group, LLC 0.65% Add +7.7% 10,131 $4.9M
U.S. Capital Wealth Advisors, LLC 0.13% Add +0.1% 10,125 $4.9M
Wellington Management Group LLP 0.00% Reduce -38.3% 10,096 $4.8M
Eclectic Associates Inc. 0.89% Add +0.6% 10,078 $4.8M
Bravias Capital Group, LLC 3.23% Add +6.7% 10,075 $4.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +0.9% 10,066 $4.8M
SageView Advisory Group, LLC 0.17% Add +0.3% 10,060 $4.8M
Evoke Wealth, LLC 0.10% Reduce -7.5% 10,047 $4.8M
Integrated Investment Consultants, LLC 0.82% Reduce -9.9% 10,041 $4.8M
Prospera Capital Management, LLC 2.32% Reduce -2.5% 10,025 $4.8M
Caliber Wealth Management, LLC / KS 0.54% Reduce -8.9% 10,025 $4.8M
Transcend Capital Advisors, LLC 0.34% Add +1.8% 9,989 $4.8M
Lewis Asset Management, LLC 1.96% Add +3.0% 9,935 $4.8M
Latko Wealth Management, Ltd. 2.41% Reduce -12.2% 9,902 $4.7M
Virtue Capital Management, LLC 0.75% New 10,868 $4.7M
WoodTrust Financial Corp 0.56% New 9,840 $4.7M
Birchcreek Wealth Management, LLC 2.42% Add +0.3% 9,765 $4.7M
Jane Street Group, LLC 0.01% New 9,746 $4.7M
Sutton Place Investors LLC 2.66% Reduce -0.5% 9,741 $4.7M
Charter Oak Capital Management, LLC 0.37% Reduce -4.3% 9,736 $4.7M
WBH Advisory Inc. 0.36% Add +2.2% 9,699 $4.7M
Cozad Asset Management Inc. 0.37% Reduce -0.5% 9,673 $4.6M
Fortis Group Advisors, LLC 0.80% Add +16.9% 9,279 $4.6M
Global Financial Private Client, LLC 1.64% Add +2.1% 9,574 $4.6M
Hillcrest Wealth Advisors - NY, LLC 2.05% Reduce -4.0% 9,500 $4.6M
Plante Moran Financial Advisors, LLC 0.28% Reduce -8.2% 9,411 $4.5M
Pallas Capital Advisors LLC 0.17% Reduce -2.4% 9,392 $4.5M
Veridan Wealth LLC 1.55% — 9,390 $4.5M
St Germain D J Co. Inc. 0.18% Add +2.3% 9,342 $4.5M
Nixon Peabody Trust Co. 0.33% No change 9,300 $4.5M
1900 Wealth Management LLC 0.30% Add +0.9% 9,297 $4.5M
AlTi Global, Inc. 0.10% Reduce -18.1% 9,285 $4.5M
Silver Oak Securities, Incorporated 0.33% Add +54.5% 9,267 $4.4M
KCM Investment Advisors LLC 0.14% Reduce -21.6% 9,227 $4.4M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -1.1% 9,191 $4.4M
PFG Investments, LLC 0.23% Add +5.0% 9,176 $4.4M
ORG Partners LLC 0.82% Add +34.4% 9,141 $4.4M
Strategic Family Wealth Counselors, L.L.C. 1.13% Add +4.9% 9,127 $4.4M
Probity Advisors, Inc. 0.71% Reduce -1.2% 9,097 $4.4M
Gradient Capital Advisors, LLC 1.16% Reduce -5.9% 9,031 $4.3M
Fort Vancouver Investment Management, LLC 2.39% Reduce -1.2% 8,970 $4.3M
Compass Financial Group, INC 0.64% Reduce -2.0% 8,903 $4.3M
Fisher Asset Management 0.00% Reduce -8.3% 8,902 $4.3M
Center for Financial Planning, Inc. 0.46% Add +0.6% 8,899 $4.3M
Aaron Wealth Advisors LLC 0.26% No change 8,888 $4.3M
Edge Financial Advisors LLC 1.91% Reduce -0.8% 8,868 $4.3M
Madison Wealth Partners, Inc 0.84% Reduce -2.0% 8,825 $4.2M
Parsons Capital Management Inc. 0.24% Reduce -1.6% 8,818 $4.2M
Fiducient Advisors LLC 0.49% Reduce -0.4% 8,799 $4.2M
Wesbanco Bank Inc. 0.12% Add +4.5% 8,803 $4.2M
Arcadia Investment Advisors LLC 2.05% Reduce -0.3% 8,802 $4.2M
Covington Investment Advisors Inc. 0.55% Add +2.1% 8,712 $4.2M
Kaydan Wealth Management, Inc. 1.19% Add +6.8% 8,699 $4.2M
HHM Wealth Advisors, LLC 0.48% Reduce -7.6% 8,682 $4.2M
Mezzasalma Advisors, LLC 1.06% Add +5.6% 8,669 $4.2M
Torray Investment Partners LLC 0.58% New 8,658 $4.2M
J Hagan Capital, Inc. 2.51% Add +18.7% 8,640 $4.1M
Allen Investment Management, LLC 0.05% Add +55.6% 8,618 $4.1M
National Philanthropic Trust 0.05% Add +0.1% 8,583 $4.1M
American Capital Advisory, LLC 1.90% Reduce -0.3% 8,537 $4.1M
Community Bank of Raymore 2.82% Add +2.5% 8,507 $4.1M
Plancorp, LLC 0.13% Reduce -4.2% 8,475 $4.1M
Trust Co. of Toledo NA 0.40% Add +11.5% 8,408 $4.0M
Canvas Wealth Advisors, LLC 0.73% Add +2.6% 8,341 $4.0M
Keel Point, LLC 0.25% Add +1.7% 8,372 $4.0M
Primoris Wealth Advisors, LLC 2.55% Add +12.5% 8,361 $4.0M
Strategic Financial Concepts, LLC 0.58% Reduce -32.0% 8,353 $4.0M
Moors & Cabot, Inc. 0.17% Add +0.1% 8,353 $4.0M
Kelleher Financial Advisors 1.00% Reduce -30.4% 8,302 $4.0M
Laird Norton Wetherby Wealth Management, LLC 0.16% Add +0.5% 8,285 $4.0M
Financial Alternatives, Inc 2.40% Reduce -0.1% 8,281 $4.0M
Elevatus Welath Management 1.14% Add +13.1% 8,254 $4.0M
Prospect Financial Services LLC 2.27% Reduce -0.6% 8,230 $3.9M
Outlook Wealth Advisors, LLC 0.98% Reduce -0.8% 8,224 $3.9M
Keebeck Wealth Management 0.47% Add +0.0% 8,214 $3.9M
Meeder Advisory Services, Inc. 0.18% Add +34.2% 8,219 $3.9M
Accurate Wealth Management, LLC 0.52% Add +7.3% 8,276 $3.9M
Whittier Trust Co. of Nevada Inc. 0.08% No change 8,157 $3.9M
Compass Capital Corp. /Ma/ 1.71% Reduce -3.5% 7,942 $3.9M
KMG Fiduciary Partners, LLC 0.26% Add +1.2% 8,139 $3.9M
Forum Private Client Group LLC 1.38% Reduce -2.6% 8,102 $3.9M
Raab & Moskowitz Asset Management LLC 0.87% Reduce -2.2% 8,097 $3.9M
Axis Wealth Partners, LLC 2.27% Add +4.2% 8,094 $3.9M
Anchor Investment Management, LLC 0.32% Add +28.4% 8,084 $3.9M
Walter & Keenan Wealth Management LLC /in/ 1.07% Reduce -0.0% 8,075 $3.9M
Orser Capital Management, LLC 2.03% Reduce -1.5% 8,052 $3.9M
RVW Wealth, LLC 0.30% Reduce -0.2% 8,003 $3.8M
Summit Trail Advisors, LLC 0.05% Add +1.1% 7,954 $3.8M
Capital Management Associates, Inc 1.03% Add +6.4% 7,911 $3.8M
Cassaday & Co Wealth Management LLC 0.09% Add +2.0% 7,909 $3.8M
Guyasuta Investment Advisors Inc. 0.22% No change 7,905 $3.8M
Embree Financial Group 0.50% Add +0.1% 7,836 $3.8M
Aureus Asset Management, LLC 0.24% No change 7,808 $3.7M
Principal Securities, Inc. 0.06% Add +6.9% 7,766 $3.7M
Aspen Grove Capital, LLC 0.62% Reduce -1.7% 7,726 $3.7M
Old National Bancorp 0.06% Add +35.7% 7,712 $3.7M
Institute for Wealth Management, LLC. 0.39% Reduce -16.1% 7,710 $3.7M
Barnes Pettey Financial Advisors, LLC 2.02% Add +1.0% 7,691 $3.7M
Hanover Advisors Inc. 1.43% Reduce -0.7% 7,681 $3.7M
Thoroughbred Financial Services, LLC 0.23% Add +2.2% 7,675 $3.7M
Stonebridge Financial Planning Group, LLC 1.38% Add +10.1% 7,668 $3.7M
Kuhn & Co Investment Counsel 2.90% Reduce -22.8% 7,645 $3.7M
Coastline Trust Co 0.39% No change 7,590 $3.6M
Smithfield Trust Co 0.16% Add +19.6% 7,584 $3.6M
Advisor OS, LLC 0.31% Add +0.2% 7,573 $3.6M
Forum Financial Management, LP 0.05% Add +0.3% 7,569 $3.6M
RCS Financial Planning, LLC 1.60% Add +9.7% 7,547 $3.6M
Capital Squared Financial LLC 3.14% Add +5.7% 7,535 $3.6M
Advance Capital Management, Inc. 0.16% Add +0.2% 7,484 $3.6M
Evermay Wealth Management LLC 0.41% No change 7,454 $3.6M
Wilson & Boucher Capital Management, LLC 2.35% Reduce -3.3% 7,445 $3.6M
MJP Associates Inc. 0.47% Add +0.2% 7,423 $3.6M
Pinnacle Associates Ltd. 0.05% Add +0.9% 7,410 $3.6M
McAdam, LLC 0.17% Add +1.9% 7,400 $3.5M
Pacific Financial Group Inc. 2.62% Reduce -3.6% 7,368 $3.5M
Covenant Asset Management, LLC 0.67% Add +4.2% 7,351 $3.5M
Rothschild Investment LLC 0.20% Reduce -6.4% 7,326 $3.5M
Diversified Trust Co. 0.07% Reduce -45.4% 7,318 $3.5M
PGIM Custom Harvest LLC 0.05% Reduce -0.1% 7,238 $3.5M
Daymark Wealth Partners, LLC 0.12% Reduce -4.4% 7,234 $3.5M
ArchPoint Investors 0.95% No change 7,220 $3.5M
Continuum Advisory, LLC 0.37% Reduce -0.0% 7,217 $3.5M
Clear Creek Financial Management, LLC 0.30% Add +0.4% 7,129 $3.4M
L. Roy Papp & Associates, LLP 0.38% Reduce -1.7% 7,092 $3.4M
GHP Investment Advisors, Inc. 0.14% Reduce -2.0% 7,068 $3.4M
Apeiron RIA LLC 0.76% Reduce -9.2% 7,032 $3.4M
Wisconsin Wealth Advisors, LLC 3.21% Add +241.3% 7,041 $3.4M
MV Capital Management, Inc. 0.32% No change 7,040 $3.4M
ProVise Management Group, LLC 0.25% Add +2.2% 7,013 $3.4M
Chicago Capital, LLC 0.08% Reduce -1.9% 6,917 $3.3M
Hoge Financial Services, LLC 1.90% Reduce -0.7% 6,907 $3.3M
VestGen Investment Management 1.98% Add +16.7% 6,884 $3.3M
Moseley Investment Management Inc. 1.00% Add +7.9% 6,878 $3.3M
Bartlett & Co. Wealth Management LLC 0.04% Reduce -0.9% 6,864 $3.3M
Southland Equity Partners LLC 0.67% Reduce -0.3% 6,867 $3.3M
Greenleaf Trust 0.03% No change 6,836 $3.3M
Westbourne Investments, Inc. 1.56% No change 6,524 $3.3M
KFA Private Wealth Group, LLC 0.93% Reduce -1.3% 6,784 $3.3M
Ashton Thomas Securities, LLC 0.45% Reduce -17.8% 6,774 $3.2M
Signal Advisors Wealth, LLC 0.29% Reduce -37.6% 6,744 $3.2M
Flputnam Investment Management Co. 0.05% Add +5.2% 6,691 $3.2M
Fjell Capital, LLC 2.82% Reduce -7.1% 6,684 $3.2M
UNIVEST FINANCIAL Corp 0.18% Reduce -0.3% 6,638 $3.2M
Ballentine Partners, LLC 0.04% Add +3.2% 6,593 $3.2M
Red Wave Investments LLC 0.97% Reduce -1.2% 6,584 $3.2M
Fenimore Asset Management Inc 0.06% No change 6,581 $3.2M
Global Wealth Management Investment Advisory, Inc. 0.53% Reduce -4.9% 6,559 $3.1M
Strategic Equity Management 1.16% Add +0.3% 6,552 $3.1M
Ancora Advisors LLC 0.06% Reduce -0.3% 6,547 $3.1M
First County Bank 1.60% Add +4.3% 6,534 $3.1M
Invst, LLC 0.35% Reduce -1.9% 6,497 $3.1M
Sagace Wealth Management LLC 2.12% Reduce -9.5% 6,496 $3.1M
Integrated Advisors Network LLC 0.13% Reduce -2.0% 6,481 $3.1M
Columbia Asset Management 0.58% Add +1.2% 6,465 $3.1M
Caldwell Trust Co 0.29% Reduce -1.1% 6,422 $3.1M
Smith Salley Wealth Management 0.16% Reduce -4.2% 6,404 $3.1M
Russell Investments Group, Ltd. 0.00% Add +38.7% 6,372 $3.1M
American Institute for Advanced Investment Management, LLP 2.00% Reduce -0.4% 6,361 $3.1M
Davis R M Inc. 0.05% No change 6,349 $3.0M
Adirondack Trust Co. 1.02% Add +0.1% 6,313 $3.0M
WESPAC Advisors, LLC 1.76% Add +85.5% 6,269 $3.0M
Carl P. Sherr & Co., LLC 1.42% Add +3.8% 6,254 $3.0M
North Star Asset Management Inc. 0.12% Reduce -0.0% 6,254 $3.0M
Summit Investment Advisory Services, LLC 1.19% Add +3.7% 6,226 $3.0M
JT Stratford LLC 0.40% Reduce -0.9% 6,221 $3.0M
Diversify Advisory Services, LLC 0.10% Add +20.5% 5,929 $3.0M
Accretive Wealth Partners, LLC 0.91% Reduce -1.4% 6,200 $3.0M
Reynders McVeigh Capital Management, LLC 0.14% No change 6,198 $3.0M
Geometric Wealth Advisors 0.40% No change 6,190 $3.0M
Dorsey & Whitney Trust CO LLC 0.16% Reduce -1.7% 6,168 $3.0M
Wick Capital Partners, LLC 0.70% Add +8.3% 6,166 $3.0M
Independent Wealth Network Inc. 0.95% Add +2.3% 6,165 $3.0M
Obsidian Personal Planning Solutions LLC 1.03% Reduce -3.5% 5,925 $3.0M
AAFMAA Wealth Management & Trust LLC 1.17% Add +5.5% 6,136 $2.9M
Crestwood Advisors Group, LLC 0.05% Add +16.7% 6,132 $2.9M
Trinity Financial Advisors LLC 0.85% Add +0.5% 6,114 $2.9M
Motco 0.27% Add +30.7% 6,109 $2.9M
Private Trust Co. NA 0.26% Reduce -5.7% 6,095 $2.9M
BKM Wealth Management, LLC 1.07% Add +3.9% 6,065 $2.9M
REDW Wealth LLC 1.09% Reduce -0.5% 6,017 $2.9M
Jordan Park Group LLC 0.16% No change 6,000 $2.9M
SwitchPoint Financial Planning, LLC 2.08% Reduce -3.1% 5,993 $2.9M
IPG Investment Advisors LLC 0.51% No change 5,964 $2.9M
Silver Lake Advisory, LLC 1.14% Reduce -1.0% 5,944 $2.9M
Ironwood Financial, llc 0.50% Add +8.0% 5,927 $2.8M
Wealth Preservation Advisors, LLC 1.65% Add +2.5% 5,923 $2.8M
Salem Investment Counselors Inc. 0.08% Add +1.0% 5,916 $2.8M
Ade, LLC 1.43% Reduce -6.9% 5,887 $2.8M
Rockwood Wealth Management, LLC 0.23% No change 5,875 $2.8M
Peapack Gladstone Financial Corp. 0.04% Add +1.3% 5,864 $2.8M
Jackson Hole Capital Partners, LLC 0.48% No change 5,865 $2.8M
Sunburst Financial Group, LLC 0.59% Reduce -0.9% 5,863 $2.8M
Hancock Whitney Corp. 0.05% Reduce -0.4% 5,861 $2.8M
Wealth Effects LLC 0.90% Add +0.0% 5,855 $2.8M
RS Crum Inc. 0.62% Reduce -0.3% 5,840 $2.8M
Compass Ion Advisors, LLC 0.27% Reduce -0.3% 5,806 $2.8M
MilWealth Group LLC 0.68% Reduce -0.6% 5,801 $2.8M
Kestra Investment Management, LLC 0.07% Add +4.4% 5,791 $2.8M
Stephens Consulting, LLC 0.96% Reduce -3.8% 5,794 $2.8M
Ewa, LLC 0.77% Add +0.1% 5,781 $2.8M
Bridgewater Advisors Inc. 0.19% Add +2.8% 5,688 $2.8M
RTD Financial Advisors, Inc. 0.33% Add +26.7% 5,748 $2.8M
Quadrant Private Wealth Management, LLC 0.50% Reduce -2.5% 5,738 $2.8M
Fulton Bank, N.A. 0.10% Add +10.3% 5,696 $2.7M
Blue Zone Wealth Advisors, LLC 0.54% Reduce -3.5% 5,688 $2.7M
Absolute Capital Management, LLC 1.17% Add +24.7% 5,679 $2.7M
SKY-Mountain Capital Management, Inc. 1.90% Reduce -2.0% 5,645 $2.7M
Moneywise, Inc. 1.23% Reduce -0.3% 5,654 $2.7M
Fort Sheridan Advisors LLC 0.35% Add +14.3% 5,636 $2.7M
Triangle Securities Wealth Management 0.61% Add +1.4% 5,633 $2.7M
Bridges Investment Management Inc. 0.03% Reduce -4.2% 5,624 $2.7M
Argent Trust Co 0.10% Add +0.5% 5,623 $2.7M
West Financial Advisors, LLC 0.44% Reduce -0.6% 5,578 $2.7M
RoundAngle Advisors LLC 2.06% Reduce -0.1% 5,557 $2.7M
Medallion Wealth Advisors, LLC 0.94% Add +2.7% 5,529 $2.7M
Retirement Income Solutions, Inc. 0.45% No change 5,521 $2.6M
Allegheny Financial Group 0.49% Add +26.1% 5,510 $2.6M
K2 Financial Inc. 2.12% Reduce -0.8% 5,494 $2.6M
Riggs Asset Managment Co. Inc. 0.57% Reduce -30.2% 5,494 $2.6M
Certuity, LLC 0.18% Add +3.1% 5,492 $2.6M
Whittier Trust Co. 0.03% Add +4.5% 5,451 $2.6M
Redwood Investment Management, LLC 0.28% New 5,471 $2.6M
Bowman & Co S.C. 1.11% Reduce -0.7% 5,469 $2.6M
Sagespring Wealth Partners, LLC 0.05% Add +3.6% 5,466 $2.6M
Investor's Fiduciary Advisor Network, LLC 0.89% Reduce -0.6% 5,460 $2.6M
Evergreen Wealth Management, LLC 1.37% Add +0.1% 5,450 $2.6M
Patten & Patten Inc. 0.15% Add +3.3% 5,428 $2.6M
Binnacle Investments Inc 1.51% Reduce -0.9% 5,367 $2.6M
Sunbelt Securities, Inc. 0.18% Add +18.3% 5,367 $2.6M
Oxford Financial Group, LTD. LLC 0.15% Add +77.9% 5,352 $2.6M
Ritter Daniher Financial Advisory LLC / DE 0.45% Add +2263.3% 5,341 $2.6M
Key Financial Inc 0.47% Add +15.8% 5,260 $2.5M
Pinnacle Bancorp, Inc. 0.74% Add +0.1% 5,242 $2.5M
United Community Bank 0.78% Add +115.4% 5,231 $2.5M
Truefg, LLC 0.69% Reduce -2.1% 5,231 $2.5M
Greenhouse Wealth Management, LLC 1.49% Reduce -0.1% 5,164 $2.5M
Legacy Financial Group LLC 0.32% Reduce -2.1% 5,162 $2.5M
Next Capital Management LLC 0.82% Add +4.3% 5,152 $2.5M
Marco Investment Management LLC 0.19% Reduce -0.3% 5,150 $2.5M
Cibc World Market Inc. 0.01% Add +1.1% 5,075 $2.4M
Asset Dedication, LLC 0.16% Add +4.6% 5,068 $2.4M
GTS Securities LLC 0.09% New 5,068 $2.4M
May Hill Capital, LLC 0.71% Reduce -1.3% 5,057 $2.4M
CWA Asset Management Group, LLC 0.09% Add +11.0% 5,026 $2.4M
TD Waterhouse Canada Inc. 0.02% Add +23.2% 4,984 $2.4M
Nicolet Bankshares Inc. 0.39% No change 5,012 $2.4M
Wingate Wealth Advisors, Inc. 1.67% Add +8.1% 5,012 $2.4M
Ascentis Independent Advisors 0.40% Add +3.3% 5,006 $2.4M
WESPAC Advisors SoCal, LLC 0.49% Add +8.6% 4,997 $2.4M
Wealthstream Advisors, Inc. 0.36% No change 4,990 $2.4M
First Citizens Bank & Trust Co. 0.05% Add +7.3% 4,971 $2.4M
Marks Group Wealth Management, Inc 0.22% No change 4,969 $2.4M
DT Investment Partners, LLC 0.20% No change 4,968 $2.4M
Liberty Wealth Management LLC 0.34% Reduce -3.7% 4,966 $2.4M
Harbour Capital Advisors, LLC 0.49% No change 4,927 $2.4M
Chilton Capital Management LLC 0.08% Add +575.9% 4,927 $2.4M
Powell Investment Advisors, LLC 0.83% Add +0.0% 4,917 $2.4M
Vantage Financial Partners, LLC 0.50% Reduce -0.1% 4,916 $2.4M
Americana Partners, LLC 0.07% Reduce -3.7% 4,907 $2.4M
Barnes Wealth Management Group, Inc 1.29% Reduce -2.6% 4,901 $2.4M
Atlas Legacy Advisors, LLC 0.45% Reduce -13.8% 4,900 $2.4M
Soltis Investment Advisors LLC 0.16% Reduce -3.9% 4,856 $2.3M
Silver Coast Investments LLC 0.80% Add +7.9% 4,852 $2.3M
Coppell Advisory Solutions LLC 0.25% Add +9.4% 4,865 $2.3M
KPP Advisory Services LLC 0.34% Add +5.8% 4,842 $2.3M
Wealth Watch Advisors, INC 0.95% Add +6.4% 4,827 $2.3M
Paragon Private Wealth Management, LLC 0.76% Reduce -8.3% 4,809 $2.3M
BXM Wealth LLC 2.18% No change 4,794 $2.3M
Pecaut & Co. 0.74% Add +1.6% 4,789 $2.3M
Olde Wealth Management, LLC 0.71% — 4,627 $2.3M
Kane Investment Management, Inc. 1.11% Add +4.3% 4,778 $2.3M
Evanson Asset Management, LLC 0.13% Reduce -17.1% 4,768 $2.3M
Hanson & Doremus Investment Management 0.29% Reduce -2.8% 4,766 $2.3M
SeaCrest Wealth Management, LLC 0.24% Add +3.2% 4,680 $2.3M
World Equity Group, Inc. 0.52% Reduce -3.9% 4,740 $2.3M
Citadel Advisors 0.00% New 4,701 $2.3M
Founders Financial Alliance, LLC 0.42% No change 4,697 $2.3M
Prosperity Consulting Group, LLC 0.11% Add +90.4% 4,685 $2.2M
Balefire, LLC 0.45% Reduce -5.8% 4,684 $2.2M
Houlihan Financial Resource Group, Ltd. 1.97% Reduce -48.5% 4,678 $2.2M
TFB Advisors LLC 0.65% Reduce -15.2% 4,710 $2.2M
Strategic Advocates LLC 0.58% No change 4,672 $2.2M
Precision Wealth Strategies, LLC 0.73% Reduce -9.6% 4,671 $2.2M
Graves Light Lenhart Wealth, Inc. 0.25% Reduce -0.5% 4,666 $2.2M
Foster Group, Inc. 0.07% Add +90.8% 4,653 $2.2M
Loomis Sayles & Co. L P 0.00% Reduce -27.3% 4,639 $2.2M
Equity Wealth Partners, LLC 1.80% — 4,635 $2.2M
Larson Financial Group LLC 0.08% Reduce -16.4% 4,619 $2.2M
Heritage Financial Services, LLC 0.20% Add +1.7% 4,617 $2.2M
Orin Green Financial, LLC 0.89% No change 4,617 $2.2M
Norris Perne & French LLP 0.15% Reduce -2.6% 4,579 $2.2M
United Bank 0.26% Reduce -50.2% 4,574 $2.2M
Bedel Financial Consulting, Inc. 0.28% Reduce -0.5% 4,551 $2.2M
Iron Gate Global Advisors LLC 0.23% Reduce -5.1% 4,517 $2.2M
Avant Capital LLC 1.52% Add +0.5% 4,503 $2.2M
Ally Invest Advisors Inc. 0.15% Add +3.2% 4,496 $2.2M
GAMMA Investing LLC 0.12% Add +4.0% 4,491 $2.2M
Trilogy Capital Inc. 0.10% Add +2.8% 4,459 $2.1M
Clarendon Private LLC 1.94% No change 4,453 $2.1M
Modern Wealth Management, LLC 0.04% Add +34.6% 4,441 $2.1M
Goldstein Advisors, LLC 0.26% Reduce -1.9% 4,438 $2.1M
Douglass Winthrop Advisors, LLC 0.04% Add +677.2% 4,430 $2.1M
Mayport, LLC 0.46% Reduce -13.7% 4,427 $2.1M
Rollins Financial Advisors, LLC 0.32% No change 4,426 $2.1M
Elevation Point Wealth Partners, LLC 0.15% Add +379.8% 4,414 $2.1M
Retirement Planning Co of New England, Inc. 0.85% Add +3.0% 4,404 $2.1M
Cypress Point Wealth Management, LLC 0.43% Add +88.7% 4,403 $2.1M
Congress Asset Management Co. 0.01% Reduce -0.1% 4,387 $2.1M
Saiph Capital, LLC 0.75% Add +1.3% 4,371 $2.1M
GeoWealth Management, LLC 0.08% Add +225.8% 4,365 $2.1M
Insigneo Advisory Services, LLC 0.15% Reduce -7.0% 4,355 $2.1M
Arkos Global Advisors 0.27% Reduce -16.1% 4,354 $2.1M
Stonebrook Private Inc. 0.45% Add +0.7% 4,342 $2.1M
GM Advisory Group, LLC 0.09% Reduce -0.6% 4,331 $2.1M
Taylor Hoffman Capital Management LLC 0.65% Reduce -1.9% 4,301 $2.1M
Alta Wealth Advisors LLC 0.74% Reduce -0.5% 4,297 $2.1M
Community Trust & Investment Co. 0.11% New 4,295 $2.1M
Boyd Wealth Management, LLC 0.88% Reduce -0.2% 4,283 $2.1M
Marquette Asset Management, LLC 0.31% Reduce -3.6% 4,274 $2.0M
Staley Capital Advisers Inc. 0.08% Reduce -0.2% 4,269 $2.0M
Compass Advisory Group LLC 0.57% Add +3.1% 4,262 $2.0M
Kearns & Associates LLC 1.09% Add +8.3% 4,266 $2.0M
Nicholas Hoffman & Company, LLC. 0.05% Reduce -1.2% 4,253 $2.0M
Next Level Private LLC 0.59% Add +6.1% 4,196 $2.0M
Tectonic Advisors LLC 0.11% Add +1.5% 4,228 $2.0M
Wiser Advisor Group LLC 2.52% Reduce -3.6% 4,220 $2.0M
Camarda Financial Advisors, LLC 0.74% Add +11.3% 4,204 $2.0M
White Knight Strategic Wealth Advisors, LLC 1.59% Reduce -0.4% 4,203 $2.0M
Tandem Capital Management Corp. 0.93% Reduce -1.5% 4,178 $2.0M
Strategic Wealth Investment Group, LLC 0.17% Add +1225.7% 4,176 $2.0M
CRA Financial Services, LLC 0.27% Reduce -5.7% 4,174 $2.0M
Provenance Wealth Advisors, LLC 0.26% No change 4,151 $2.0M
LifeSteps Financial, Inc. 1.28% Reduce -4.8% 4,147 $2.0M
Glenview Trust Co 0.03% Add +7.7% 4,145 $2.0M
Occidental Asset Management, LLC 0.25% Add +16.3% 4,134 $2.0M
Mission Creek Capital Partners, Inc. 0.39% Reduce -3.1% 4,125 $2.0M
NorthLanding Financial Partners, LLC 1.65% Reduce -0.3% 4,115 $2.0M
Walkner Condon Financial Advisors LLC 0.31% Add +4.0% 4,112 $2.0M
Confluence Wealth Services, Inc. 0.10% Add +24.5% 4,095 $2.0M
Rossmore Private Capital 0.21% Reduce -2.3% 4,088 $2.0M
Busey Bank 0.05% Reduce -17.6% 4,087 $2.0M
Mayflower Financial Advisors, LLC 0.25% Add +17.6% 4,079 $2.0M
ICONIQ Capital, LLC 0.02% Reduce -23.6% 4,079 $2.0M
Aventus Investment Advisors, Inc. 1.67% Reduce -1.6% 4,073 $2.0M
Spinnaker Investment Group, LLC 0.37% Add +1.3% 4,071 $2.0M
Park Place Capital Corp 0.41% Add +0.0% 4,062 $1.9M
Accel Wealth Management 0.57% Add +2.3% 4,059 $1.9M
Tradewinds, LLC. 0.47% New 4,056 $1.9M
HORAN Wealth, LLC 0.31% Add +247.0% 4,056 $1.9M
Florida Financial Advisors, LLC 0.60% Add +59.5% 4,042 $1.9M
Maripau Wealth Management LLC 0.98% Add +3.2% 4,040 $1.9M
First Trust Advisors LP 0.00% Add +0.9% 4,039 $1.9M
SK Wealth Management, LLC 0.72% Reduce -0.3% 3,969 $1.9M
IFC Advisors LLC 0.35% Reduce -9.6% 4,023 $1.9M
Park National Corp. 0.06% Add +3.5% 4,023 $1.9M
Clark Capital Management Group, Inc. 0.01% Add +26.1% 4,019 $1.9M
Sfm, LLC 1.12% Reduce -0.5% 4,019 $1.9M
Icon Wealth Advisors, LLC 0.13% No change 4,012 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +0.7% 4,007 $1.9M
Sterling Wealth Management, Inc. 0.58% Add +0.8% 4,006 $1.9M
Oakworth Capital, Inc. 0.11% Add +0.1% 3,997 $1.9M
Qube Research & Technologies Ltd 0.00% Add +2057.3% 3,991 $1.9M
Detalus Advisors, LLC 0.49% No change 3,981 $1.9M
First Manhattan Co. Llc. 0.01% Add +1.8% 3,976 $1.9M
Southern Capital Advisors, LLC 0.89% Add +0.1% 3,976 $1.9M
Sovran Advisors, LLC 0.17% Add +82.8% 3,841 $1.9M
Victory Capital Management Inc. 0.00% Reduce -8.6% 3,974 $1.9M
Independent Advisor Alliance 0.05% No change 3,969 $1.9M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -1.3% 3,967 $1.9M
Arlington Capital Management, Inc. 1.21% Add +16.1% 3,957 $1.9M
Investments & Financial Planning, LLC 1.03% Reduce -0.1% 3,957 $1.9M
Optima Capital LLC 0.92% Add +2.6% 3,947 $1.9M
North Ridge Wealth Advisors, Inc. 1.08% No change 3,935 $1.9M
Freestone Capital Holdings, LLC 0.06% Add +7.5% 3,933 $1.9M
Jaffetilchin Investment Partners, LLC 0.11% Add +10.0% 3,924 $1.9M
Crux Wealth Advisors 0.74% Reduce -0.3% 3,919 $1.9M
Acorn Wealth Advisors, LLC 0.59% Reduce -3.8% 3,918 $1.9M
Ibex Wealth Advisors 0.18% Add +38.6% 3,915 $1.9M
Dunhill Financial, LLC 0.63% Reduce -14.7% 3,909 $1.9M
Breakwater Capital Group 0.28% Reduce -0.4% 3,902 $1.9M
WealthCare Investment Partners, LLC 0.61% Add +0.1% 3,879 $1.9M
Asset Management Group, Inc. 0.31% Add +0.6% 3,895 $1.9M
Ingalls & Snyder LLC 0.06% No change 3,894 $1.9M
Capital Group Private Client Services, Inc. 0.03% Add +30.7% 3,876 $1.9M
Fidelis Capital Partners, LLC 0.14% Reduce -1.6% 3,845 $1.8M
Fusion Family Wealth, LLC 0.14% Reduce -0.1% 3,844 $1.8M
Vanguard Personalized Indexing Management, LLC 0.02% Add +2.6% 3,841 $1.8M
Yelin Lapidot Holdings Management Ltd. 0.39% No change 3,835 $1.8M
Obermeyer Wealth Partners 0.09% Add +64.2% 3,832 $1.8M
PAX Financial Group, LLC 0.33% Reduce -5.6% 3,831 $1.8M
Country Club Bank 0.11% Reduce -0.1% 3,838 $1.8M
Retirement Guys Formula LLC 0.65% Reduce -2.5% 4,203 $1.8M
Sage Financial Management Group, Inc. 0.58% Add +6.2% 3,817 $1.8M
Security National Bank of So Dak 0.92% Reduce -0.7% 3,813 $1.8M
Klingman & Associates, LLC 0.09% Add +18.9% 3,810 $1.8M
Vertex Planning Partners, LLC 0.35% No change 3,808 $1.8M
Robinson Smith Wealth Advisors LLC 1.31% Reduce -5.5% 3,798 $1.8M
Deutsche Bank AG 0.00% No change 3,797 $1.8M
Simplicity Wealth,LLC 0.10% Add +8.7% 3,776 $1.8M
SkyOak Wealth, LLC 0.34% Reduce -4.6% 3,764 $1.8M
Harbor Group, Inc. 0.29% Reduce -0.2% 3,755 $1.8M
Buck Wealth Strategies, LLC 0.25% Reduce -1.1% 3,744 $1.8M
Prepared Retirement Institute LLC 0.93% Reduce -21.3% 3,717 $1.8M
Lloyd Advisory Services, LLC. 0.84% Add +0.5% 3,711 $1.8M
River Wealth Advisors LLC 0.21% Add +4.2% 3,704 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.59% Add +6.4% 3,699 $1.8M
Northwest Bancshares, Inc. 0.29% Add +8.3% 3,697 $1.8M
Lifeworks Advisors, LLC 0.24% Add +3.0% 3,690 $1.8M
Twin Lakes Capital Management, LLC 0.82% Add +0.1% 3,688 $1.8M
Camelot Portfolios, LLC 1.04% Add +1.1% 3,666 $1.8M
Advocate Group LLC 0.29% No change 3,649 $1.8M
Aua Capital Management, LLC 0.98% Add +1.4% 3,643 $1.7M
Mogy Joel R Investment Counsel Inc. 0.10% Reduce -0.4% 3,635 $1.7M
Easterly Investment Partners LLC 0.12% No change 3,633 $1.7M
Lantz Financial LLC 0.39% Reduce -0.6% 3,633 $1.7M
Madden Advisory Services, Inc. 0.73% Add +8.3% 3,619 $1.7M
Colonial Trust Co / SC 0.23% Add +79.4% 3,618 $1.7M
KilterHowling LLC 0.96% Add +0.1% 3,607 $1.7M
Sandy Cove Advisors, LLC 0.55% Add +19.7% 3,604 $1.7M
Westmount Partners, LLC 0.45% Add +0.1% 3,586 $1.7M
CGC Financial Services, LLC 0.48% Add +41.5% 3,595 $1.7M
Meritage Portfolio Management 0.11% Add +1.5% 3,582 $1.7M
Goodwin Investment Advisory 1.84% Add +13.5% 3,574 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.60% Reduce -1.0% 3,567 $1.7M
Faithward Advisors, LLC 0.25% Add +10.8% 3,564 $1.7M
Intrua Financial, LLC 0.20% Add +0.3% 3,546 $1.7M
Grange Capital, LLC 1.64% Reduce -0.1% 3,538 $1.7M
Cedar Mountain Advisors, LLC 0.33% Add +0.9% 3,505 $1.7M
Athena Investment Management 0.87% Reduce -0.2% 3,484 $1.7M
Manchester Capital Management LLC 0.23% Reduce -13.9% 3,476 $1.7M
Lincoln Capital LLC 0.31% Add +2.2% 3,462 $1.7M
Burney Co./ 0.05% Add +0.6% 3,472 $1.7M
Cherry Tree Wealth Management, LLC 0.37% Reduce -0.4% 3,469 $1.7M
Curtis Advisory Group, LLC 0.38% Reduce -2.0% 3,464 $1.7M
Dana Investment Advisors, Inc. 0.05% Add +0.4% 3,463 $1.7M
HRT Financial LP 0.01% New 3,441 $1.6M
Jackson Wealth Management, LLC 0.16% Add +0.8% 3,417 $1.6M
Bank of New Hampshire 0.38% Add +0.3% 3,405 $1.6M
360 Financial, Inc. 0.52% Add +0.1% 3,403 $1.6M
Noesis Capital Mangement Corp. 0.25% Add +2.6% 3,394 $1.6M
First National Bank Sioux Falls 0.51% No change 3,388 $1.6M
Hilltop National Bank 0.40% Reduce -6.0% 3,378 $1.6M
LaFleur & Godfrey LLC 0.20% Reduce -10.2% 3,378 $1.6M
Jeppson Wealth Management, LLC 0.51% Add +8.1% 3,364 $1.6M
Willow Creek Wealth Management Inc. 0.13% New 3,361 $1.6M
Eldridge Investment Advisors, Inc. 0.37% Add +0.1% 3,356 $1.6M
SFG Wealth Management, LLC. 0.70% Reduce -37.2% 3,351 $1.6M
McAlister, Sweet & Associates, Inc. 1.06% Reduce -3.9% 3,349 $1.6M
Cosner Financial Group, LLC 0.86% Add +0.4% 3,346 $1.6M
Graney & King, LLC 1.11% Reduce -4.2% 3,345 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +2.4% 3,341 $1.6M
Vestmark Advisory Solutions, Inc. 0.03% New 3,340 $1.6M
Boston Trust Walden Corp 0.01% No change 3,334 $1.6M
Operose Advisors LLC 0.40% Reduce -3.0% 3,327 $1.6M
LRI Investments, LLC 0.13% No change 3,319 $1.6M
Summit Wealth & Retirement Planning, Inc. 0.39% Add +2.4% 3,311 $1.6M
Canandaigua National Bank & Trust Co. 0.14% No change 3,302 $1.6M
William Mack & Associates, Inc. 0.85% Reduce -5.1% 3,302 $1.6M
New England Private Wealth Advisors LLC 0.21% No change 3,293 $1.6M
Breakwater Investment Management 0.58% No change 3,284 $1.6M
Team Hewins, LLC 0.53% Add +114.6% 3,272 $1.6M
International Assets Investment Management, LLC 0.12% No change 3,571 $1.5M
Arq Wealth Advisors, LLC 0.46% Reduce -1.3% 3,228 $1.5M
Legacy Advisors, LLC 0.19% — 3,210 $1.5M
Holos Integrated Wealth LLC 0.90% Reduce -4.8% 3,268 $1.5M
Chapin Davis, Inc. 0.38% Reduce -6.0% 3,193 $1.5M
Endowment Wealth Management, Inc. 0.69% Add +18.8% 3,190 $1.5M
Nautilus Advisors LLC 1.02% Add +0.7% 3,163 $1.5M
WealthTrak Capital Management LLC 1.25% Add +202.4% 3,160 $1.5M
Pekin Hardy Strauss, Inc. 0.15% Add +19.8% 3,148 $1.5M
Journey Advisory Group, LLC 0.11% Reduce -0.1% 3,146 $1.5M
Matrix Asset Advisors Inc. 0.14% Add +0.5% 3,145 $1.5M
Alpha Cubed Investments, LLC 0.05% Reduce -5.0% 3,140 $1.5M
Shelton Capital Management 0.03% Reduce -7.4% 3,133 $1.5M
HUB Investment Partners, LLC 0.06% Add +40.4% 3,116 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.11% Add +1.9% 3,114 $1.5M
Del-Sette Capital Management, LLC 0.93% Reduce -0.5% 3,107 $1.5M
Sageworth Trust Co 0.07% New 3,105 $1.5M
Quadrant Capital Group LLC 0.05% No change 3,094 $1.5M
Verus Capital Partners, LLC 0.12% Reduce -7.2% 3,090 $1.5M
Cohen Investment Advisors LLC 0.72% Add +1.4% 3,090 $1.5M
Verity Asset Management, Inc. 0.48% Add +107.4% 3,084 $1.5M
Baring Financial LLC 1.00% Reduce -10.0% 3,072 $1.5M
Fielder Capital Group LLC 0.34% No change 3,067 $1.5M
CVA Family Office, LLC 0.19% Reduce -0.2% 3,060 $1.5M
Creekmur Asset Management LLC 0.24% Reduce -7.5% 3,052 $1.5M
Diversify Wealth Management, LLC 0.08% No change 2,896 $1.5M
First Command Advisory Services, Inc. 0.01% Add +13.7% 3,023 $1.4M
Three Magnolias Financial Advisors, LLC 0.90% Reduce -0.8% 3,019 $1.4M
Atlantic Edge Private Wealth Management, LLC 0.37% Reduce -15.4% 3,017 $1.4M
G&S Capital LLC 0.53% Add +0.1% 3,015 $1.4M
Mb, Levis & Associates, LLC 0.63% Add +0.1% 3,013 $1.4M
Rockbridge Investment Management, LCC 0.14% Reduce -0.5% 3,007 $1.4M
Delta Capital Management LLC 0.75% No change 3,000 $1.4M
Traynor Capital Management, Inc. 0.08% Add +23.5% 2,998 $1.4M
Fiduciary Financial Group, LLC 0.23% No change 2,998 $1.4M
Strait & Sound Wealth Management LLC 0.55% Reduce -16.2% 2,997 $1.4M
Providence Capital Advisors, LLC 0.25% No change 2,995 $1.4M
Bull Oak Capital, LLC 0.61% No change 2,981 $1.4M
Tme Financial, Inc. 1.07% Reduce -0.7% 2,980 $1.4M
Independence Bank of Kentucky 0.18% Reduce -5.9% 2,979 $1.4M
Belvedere Trading LLC 0.11% New 2,979 $1.4M
Patriot Investment Management Group, Inc. 0.09% Reduce -3.7% 2,973 $1.4M
Passive Capital Management, LLC. 0.46% No change 2,965 $1.4M
180 Wealth Advisors, LLC 0.17% Add +5.6% 2,960 $1.4M
Linscomb Wealth, Inc. 0.06% Reduce -7.3% 2,956 $1.4M
Headinvest, LLC 0.29% Reduce -1.0% 2,947 $1.4M
Kirtland Hills Capital Management, LLC 0.56% Add +21.4% 2,943 $1.4M
Shepherd Financial Partners LLC 0.13% No change 2,937 $1.4M
Farmers Trust Co. 0.24% Add +3.1% 2,935 $1.4M
TBH Global Asset Management, LLC 0.27% New 2,932 $1.4M
Ruggaard & Associates LLC 0.53% Reduce -1.1% 2,929 $1.4M
Kitching Partners, LLC 1.32% Add +0.1% 2,919 $1.4M
Juncture Wealth Strategies, LLC 0.47% Add +21.2% 2,917 $1.4M
Hurley Capital, LLC 0.79% Add +0.1% 2,908 $1.4M
Golden State Wealth Management, LLC 0.15% Reduce -0.7% 2,897 $1.4M
Compass Planning Associates Inc 1.26% Add +17.6% 2,865 $1.4M
Seneschal Advisors, LLC 0.99% Reduce -0.1% 2,851 $1.4M
Farmers & Merchants Investments Inc. 0.04% Add +8.4% 2,851 $1.4M
Trust Co. of Vermont 0.06% Add +13.9% 2,843 $1.4M
Encompass Wealth Advisors, LLC 0.46% No change 2,838 $1.4M
Aprio Wealth Management, LLC 0.13% Add +0.1% 2,818 $1.4M
Annex Advisory Services, LLC 0.03% Reduce -0.4% 2,811 $1.3M
Phillips Financial Management, LLC 0.09% Add +233.9% 2,798 $1.3M
Bridgewealth Advisory Group, LLC 0.31% Reduce -7.8% 2,793 $1.3M
DMKC Advisory Services, LLC 0.68% Add +25.8% 2,791 $1.3M
Hoxton Planning & Management, LLC 0.43% Reduce -5.6% 2,788 $1.3M
Jennison Associates LLC 0.00% Reduce -8.9% 2,786 $1.3M
Gilbert & Cook, Inc. 0.17% Add +166.0% 2,785 $1.3M
Sonora Investment Management Group, LLC 0.09% Reduce -0.4% 2,782 $1.3M
Cornell Pochily Investment Advisors, Inc. 0.40% Reduce -0.1% 2,778 $1.3M
Wolverine Trading, LLC 0.03% New 2,786 $1.3M
Gladwyn Financial Advisors, Inc. 0.95% Reduce -0.3% 2,774 $1.3M
Waller Financial Planning Group, Inc. 0.30% Add +2.7% 2,765 $1.3M
Private Advisory Group LLC 0.12% No change 2,763 $1.3M
Circle Wealth Management, LLC 0.03% No change 2,758 $1.3M
Avantax Planning Partners, Inc. 0.04% Reduce -2.1% 2,757 $1.3M
Jacobi Capital Management LLC 0.08% Add +0.0% 2,744 $1.3M
Arrow Investment Advisors, LLC 1.45% No change 2,740 $1.3M
Libra Wealth LLC 0.39% No change 2,739 $1.3M
Caldwell Sutter Capital, Inc. 0.56% Reduce -1.6% 2,738 $1.3M
Marion Wealth Management 0.31% Reduce -0.8% 2,733 $1.3M
Parr McKnight Wealth Management Group, LLC 0.17% No change 2,730 $1.3M
HBW Advisory Services LLC 0.15% Reduce -3.5% 2,726 $1.3M
Flagship Private Wealth, LLC 0.53% Add +0.4% 2,726 $1.3M
Stark Wealth Management LLC 5.98% New 2,723 $1.3M
Personal Cfo Solutions, LLC 0.23% New 2,718 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +13.4% 2,700 $1.3M
Claro Advisors Inc. 0.19% Reduce -0.6% 2,713 $1.3M
HF Advisory Group, LLC 0.48% Reduce -1.8% 2,708 $1.3M
Zacks Investment Management 0.01% Add +5.3% 2,707 $1.3M
Haverford Trust Co 0.01% Reduce -3.3% 2,702 $1.3M
Strategic Wealth Partners, Ltd. 0.10% Add +19.6% 2,700 $1.3M
Sentinel Wealth Management, Inc. 1.12% No change 2,689 $1.3M
Baker Avenue Asset Management, LP 0.03% Add +5.1% 2,691 $1.3M
Convergence Financial, LLC 0.19% Reduce -3.6% 2,687 $1.3M
Fiduciary Trust Co 0.01% Reduce -3.3% 2,684 $1.3M
Element Squared LLC 0.73% Reduce -2.4% 2,679 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.5% 2,673 $1.3M
Alpha Omega Wealth Management LLC 0.21% Reduce -1.1% 2,666 $1.3M
Johnson Financial Group, Inc. 0.05% Reduce -1.0% 2,657 $1.3M
Norden Group LLC 0.13% Add +3.3% 2,657 $1.3M
Tsfg, LLC 0.20% Add +0.2% 2,653 $1.3M
Fortis Capital Advisors, LLC 0.20% Reduce -0.2% 2,651 $1.3M
Herold Advisors, Inc. 0.29% Add +45.7% 2,642 $1.3M
Frank, Rimerman Advisors LLC 0.08% No change 2,643 $1.3M
Michels Family Financial, LLC 0.99% Reduce -9.8% 2,638 $1.3M
Brady Martz Wealth Solutions, LLC 0.23% Add +3.5% 2,621 $1.3M
Beacon Financial Advisory LLC 0.29% Add +2.0% 2,620 $1.3M
Harbor Asset Planning, Inc. 1.12% Add +5.0% 2,613 $1.3M
Squarepoint Ops LLC 0.00% New 2,604 $1.2M
Stablepoint Partners, LLC 0.20% Reduce -3.9% 2,603 $1.2M
Realta Investment Advisors 0.42% Reduce -34.9% 2,598 $1.2M
Summit Global Investments 0.07% Add +114.2% 2,579 $1.2M
Patton Albertson Miller Group, LLC 0.15% No change 2,578 $1.2M
Symmetry Partners, LLC 0.13% Reduce -1.4% 2,573 $1.2M
Bouchey Financial Group, Ltd. 0.09% Reduce -2.1% 2,559 $1.2M
Innovative Wealth Building LLC 0.96% Reduce -1.3% 2,559 $1.2M
Indiana Trust & Investment Management Co 0.37% No change 2,554 $1.2M
Gries Financial LLC 0.19% Add +33.9% 2,552 $1.2M
Viawealth, LLC 0.67% Reduce -5.5% 2,543 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +2.8% 2,542 $1.2M
Farmers National Bank 0.29% Reduce -3.5% 2,542 $1.2M
Hughes Financial Services, LLC 0.19% Reduce -3.3% 2,455 $1.2M
BlueChip Wealth Advisors LLC 0.52% New 2,525 $1.2M
Winslow Capital Management, LLC 0.00% Add +5.4% 2,515 $1.2M
Tenon Financial LLC 0.62% Reduce -50.0% 2,513 $1.2M
Money Concepts Capital Corp. 0.07% Add +12.3% 2,499 $1.2M
LPWM LLC 0.32% Reduce -13.3% 2,497 $1.2M
Conservest Capital Advisors, Inc. 0.11% No change 2,491 $1.2M
Traction Financial Partners, LLC 0.74% No change 2,490 $1.2M
Focused Wealth Management, Inc 0.13% Reduce -0.5% 2,489 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Add +0.5% 2,487 $1.2M
First National Trust Co 0.04% Add +22.5% 2,481 $1.2M
Cypress Financial Planning LLC 0.36% Reduce -10.1% 2,473 $1.2M
Alteri Wealth LLC 0.41% Add +36.6% 2,468 $1.2M
Brown Miller Wealth Management, LLC 0.33% Add +6.3% 2,464 $1.2M
Rather & Kittrell, Inc. 0.21% Reduce -0.2% 2,460 $1.2M
Harmony Asset Management LLC 0.40% Add +11.4% 2,445 $1.2M
Horizon Investment Services, LLC 0.44% Add +7.8% 2,444 $1.2M
Investmark Advisory Group LLC 0.51% Reduce -0.9% 2,434 $1.2M
First Bancorp, Inc 0.62% Add +10.9% 2,429 $1.2M
Strategic Financial Services, Inc. 0.06% Add +3.9% 2,426 $1.2M
PDS Planning, Inc 0.08% Reduce -0.8% 2,425 $1.2M
RKL Wealth Management LLC 0.10% Add +0.0% 2,422 $1.2M
Interchange Capital Partners, LLC 0.23% Reduce -0.7% 2,419 $1.2M
Everstar Asset Management, LLC 0.66% Add +3.1% 2,416 $1.2M
Redwood Financial Network Corp 0.73% Reduce -1.9% 2,414 $1.2M
Nordwand Advisors, LLC 0.18% Reduce -20.0% 2,400 $1.2M
Capital Investment Counsel, LLC 0.17% Reduce -1.8% 2,395 $1.1M
Collective Family Office LLC 0.27% No change 2,388 $1.1M
Evolution Wealth Advisors, LLC 0.15% No change 2,386 $1.1M
Tanglewood Legacy Advisors, LLC 0.44% No change 2,380 $1.1M
Baker Tilly Wealth Management, LLC 0.26% Add +72.6% 2,378 $1.1M
Summit Financial Strategies, Inc. 0.10% Reduce -13.4% 2,376 $1.1M
Alley Investment Management Company, LLC 0.13% Reduce -1.3% 2,375 $1.1M
Sound Income Strategies, LLC 0.06% Reduce -16.3% 2,341 $1.1M
Chemistry Wealth Management LLC 0.22% Add +3.1% 2,366 $1.1M
IFG Advisors, LLC 0.18% Add +0.7% 2,361 $1.1M
Sonoma Private Wealth LLC 1.35% Reduce -6.9% 2,351 $1.1M
Latitude Advisors, LLC 0.51% Add +29.3% 2,334 $1.1M
AMG National Trust Bank 0.03% Add +29.6% 2,332 $1.1M
WNY Asset Management, LLC 0.11% Add +2.3% 2,330 $1.1M
Aviso Wealth Management 0.49% Reduce -0.6% 2,328 $1.1M
Winch Advisory Services, LLC 0.25% Add +11.1% 2,327 $1.1M
Brian Low Financial Group, LLC 0.86% Reduce -7.3% 2,318 $1.1M
Orgel Wealth Management, LLC 0.03% Reduce -0.2% 2,317 $1.1M
Wealth Advisors of Iowa, LLC 0.38% Reduce -4.3% 2,315 $1.1M
Holderness Investments Co. 0.23% Reduce -0.9% 2,310 $1.1M
Brand Asset Management Group, Inc. 0.31% Add +75.7% 2,301 $1.1M
FRG Family Wealth Advisors LLC 0.18% No change 2,298 $1.1M
RiverFront Investment Group, LLC 0.02% No change 2,298 $1.1M
Wealth Architects, LLC 0.10% Add +0.8% 2,296 $1.1M
Bogart Wealth, LLC 0.04% Add +9.6% 2,283 $1.1M
Lion Street Advisors, LLC 0.38% Reduce -9.1% 3,474 $1.1M
Tocqueville Asset Management L.P. 0.02% No change 2,274 $1.1M
Wealth Dimensions Group, Ltd. 0.22% Reduce -0.8% 2,271 $1.1M
Twin City Private Wealth, LLC 0.85% Add +12.3% 2,262 $1.1M
KW Wealth Management LLC 1.85% — 2,260 $1.1M
Charis Legacy Partners, LLC 1.62% Add +0.5% 2,257 $1.1M
Alaska Wealth Advisors, LLC 0.14% Add +1.1% 2,256 $1.1M
Millennium Management 0.00% New 2,255 $1.1M
Mascagni Wealth Management, Inc. 0.83% Reduce -2.0% 2,249 $1.1M
Intellectus Partners, LLC 0.21% No change 2,245 $1.1M
Black Swift Group, LLC 0.19% No change 2,244 $1.1M
Roundview Capital LLC 0.07% No change 2,225 $1.1M
Sepio Capital, LP 0.06% Add +14.5% 2,222 $1.1M
Myecfo, LLC 0.48% No change 2,218 $1.1M
Fingerlakes Wealth Management, Inc. 0.69% Add +3.3% 2,218 $1.1M
Allen Capital Group, LLC 0.10% Reduce -0.4% 2,203 $1.1M
Waterfront Wealth Inc. 0.22% Reduce -11.6% 2,194 $1.1M
Silver Grove Financial Group, Inc. 1.00% — 2,197 $1.1M
Talisman Wealth Advisors LLC 0.87% Add +0.6% 2,197 $1.1M
Towercrest Capital Management 0.17% No change 2,191 $1.1M
Abacus Wealth Partners, LLC 0.15% Reduce -15.1% 2,187 $1.0M
Transamerica Financial Advisors, LLC 0.09% New 2,180 $1.0M
Strive Asset Management, LLC 0.57% No change 2,180 $1.0M
Tandem Financial, LLC 0.39% New 2,177 $1.0M
AIMZ Investment Advisors, LLC 0.33% Add +102.4% 2,178 $1.0M
Private Capital Management, LLC 0.10% Add +61.0% 2,176 $1.0M
B.O.S.S. Retirement Advisors, LLC 0.25% Reduce -12.8% 2,171 $1.0M
McLean Asset Management Corp 0.21% No change 2,146 $1.0M
Van Hulzen Asset Management, LLC 0.08% Add +42.2% 2,167 $1.0M
Hilltop Wealth Advisors, LLC 0.54% Reduce -0.5% 2,165 $1.0M
SVB Wealth LLC 0.06% Reduce -2.5% 2,161 $1.0M
Capital Advisors Inc. 0.02% Add +37.9% 2,157 $1.0M
Wealth Management Partners, LLC 0.33% Add +2.9% 2,156 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% Reduce -4.5% 2,146 $1.0M
Evolution Wealth Management Inc. 1.05% Add +0.1% 2,142 $1.0M
Webster Bank, N. A. 0.10% Add +7.2% 2,139 $1.0M
Austin Wealth Management, LLC 0.16% New 2,131 $1.0M
Crescent Grove Advisors, LLC 0.10% No change 2,130 $1.0M
Channel Wealth LLC 0.27% Add +3.5% 2,129 $1.0M
Empirical Asset Management, LLC 0.28% Add +462.1% 11,259 $1.0M
Proffitt & Goodson Inc. 0.14% No change 2,108 $1.0M
Williams Jones Wealth Management, LLC. 0.01% Reduce -2.0% 2,107 $1.0M
Shayne & Jacobs, LLC 0.31% No change 2,100 $1.0M
TruWealth Advisors, LLC 0.05% Add +1.9% 2,097 $1.0M
AAF Wealth Management, LLC 0.45% Reduce -3.6% 2,085 $1.0M
Galvin, Gaustad & Stein, LLC 0.08% Add +8.2% 2,078 $997K
Seven Mile Advisory 0.16% Add +208.8% 2,078 $997K
Edgestream Partners, L.P. 0.03% Add +15.9% 2,072 $994K
Formulate Financial LLC 1.23% — 2,069 $992K
Newman Dignan & Sheerar, Inc. 0.21% Reduce -13.1% 2,057 $987K
Armstrong Advisory Group, Inc. 0.07% Add +16.8% 2,056 $986K
Aufman Associates Inc 0.55% Reduce -3.9% 2,048 $982K
X-Square Capital, LLC 0.31% Reduce -9.5% 2,048 $982K
W Advisors, LLC 0.51% Reduce -0.4% 2,035 $976K
Northwest Wealth Management, LLC 0.16% Reduce -0.3% 2,032 $975K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,006 $973K
Windsor Capital Management, LLC 0.27% No change 2,025 $971K
One Wealth Advisors, LLC 0.12% No change 2,018 $968K
Meridian Wealth Advisors, LLC 0.14% No change 2,016 $967K
Archer Investment Corp 0.22% Reduce -1.6% 2,016 $967K
Hemington Wealth Management 0.13% No change 2,014 $965K
Opulen Financial Group LLC 0.73% Reduce -1.2% 2,011 $964K
DiNuzzo Private Wealth, Inc. 0.11% No change 2,102 $964K
LJI Wealth Management, LLC 0.17% No change 2,007 $963K
Apollon Financial, LLC 0.16% Add +2.0% 2,001 $960K
Willner & Heller, LLC 0.73% Add +0.1% 1,995 $957K
Cornerstone Advisors Asset Management, LLC 0.17% Add +5.3% 1,991 $955K
Shared Vision Wealth Group LLC 0.40% No change 1,978 $952K
Moulton Wealth Management, Inc. 0.69% New 1,979 $949K
Gables Capital Management Inc. 0.41% Add +5.3% 1,972 $946K
ZEGA Investments, LLC 0.22% Reduce -0.3% 1,962 $941K
Vision Capital Management, Inc. 0.12% Add +1.1% 1,958 $939K
Cottage Street Advisors LLC 0.40% New 1,958 $939K
S.A. Mason LLC 0.41% Add +4.0% 1,955 $938K
InvesTrust 0.34% Add +7.1% 1,955 $938K
Scotia Capital Inc. 0.00% Reduce -2.0% 1,949 $935K
Long Island Wealth Management, Inc. 0.45% Add +0.1% 1,947 $934K
Raleigh Capital Management Inc. 0.35% Reduce -10.3% 1,946 $933K
Argentarii, LLC 0.37% Add +0.5% 1,939 $930K
Pittenger & Anderson Inc. 0.03% No change 1,938 $929K
Arrowroot Family Office, LLC 0.37% Reduce -0.4% 1,937 $929K
BOS Asset Management, LLC 0.26% Reduce -4.9% 1,929 $925K
Clarity Financial LLC 0.09% Reduce -6.1% 1,916 $919K
Net Worth Advisory Group 0.27% Reduce -69.7% 1,914 $918K
Wrapmanager Inc. 0.28% Reduce -14.9% 1,912 $917K
Pacific Sun Financial Corp 0.44% No change 1,911 $917K
Carret Asset Management, LLC 0.09% Reduce -16.4% 1,911 $917K
Thompson Davis & Co., Inc. 0.57% Add +1.3% 1,909 $916K
Thompson Investment Management, Inc. 0.12% No change 1,907 $915K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -18.0% 1,894 $909K
Alliance Wealth Management Group 0.20% No change 1,891 $907K
BankPlus Trust Department 0.24% Reduce -1.2% 1,889 $906K
Frontier Asset Management, LLC 0.23% Add +0.2% 1,882 $903K
National Bank of Canada 0.00% Add +5.7% 1,880 $902K
RHS Financial, LLC 0.47% No change 1,879 $901K
Glassman Wealth Services 0.13% No change 1,871 $897K
Bay Capital Advisors, LLC 0.58% Add +0.2% 1,864 $894K
Elite Financial, Inc. 0.41% Add +5.9% 1,805 $894K
Atlantic Private Wealth, LLC 0.58% Add +0.1% 1,858 $891K
HFG Wealth Management, LLC 0.48% Reduce -5.5% 1,856 $890K
Sigma Investment Counselors Inc. 0.05% Add +93.7% 1,850 $887K
Level Wealth Management LLC 0.46% No change 1,839 $882K
German American Bancorp, Inc. 0.08% No change 1,838 $882K
Mach-1 Financial Group, LLC 0.14% New 1,827 $876K
Integrity Advisory Solutions, LLC 0.14% — 1,827 $876K
Single Point Partners, LLC 0.18% No change 1,822 $874K
BNP Paribas Financial Markets 0.00% Add +12.8% 1,822 $874K
Tred Avon Family Wealth, LLC 0.30% — 1,821 $873K
Cobblestone Capital Advisors LLC 0.04% Reduce -2.4% 1,820 $873K
Vantage Point Financial LLC 0.34% Add +62.1% 1,819 $872K
New Perspectives, Inc 0.39% No change 1,819 $872K
Canal Capital Management, LLC 0.13% Reduce -18.7% 1,817 $871K
Semus Wealth Partners LLC 0.49% Reduce -2.4% 1,813 $870K
Colonial River Investments, LLC 0.32% Reduce -0.7% 1,810 $868K
Narwhal Capital Management 0.06% No change 1,800 $863K
Richard W. Paul & Associates, LLC 0.29% Reduce -0.4% 1,792 $859K
Goepper Burkhardt LLC 0.29% No change 1,789 $858K
Amara Financial, Llc. 0.63% Add +0.2% 1,783 $855K
Sierra Ocean, LLC 0.71% No change 1,773 $850K
King Wealth Management Group 0.11% Reduce -0.6% 1,770 $849K
Sequent Planning LLC 0.24% Reduce -2.4% 1,769 $849K
Boyd Watterson Asset Management LLC 0.25% No change 1,769 $848K
Pillar Financial Advisors, LLC 0.53% Reduce -1.7% 1,768 $848K
Full Sail Capital, LLC 0.05% Add +3.6% 1,768 $848K
Prosperity Wealth Management, Inc. 0.29% Add +3.0% 1,766 $847K
Unique Wealth Strategies, LLC 0.33% Add +31.7% 1,764 $846K
Prosperity Financial Group, Inc. 0.31% Add +9.5% 1,758 $843K
Cooper Financial Group 0.09% Add +2.5% 1,755 $842K
YHB Investment Advisors, Inc. 0.06% No change 1,750 $839K
Simplex Trading, LLC 0.02% New 1,746 $837K
New Republic Capital, LLC 0.26% No change 1,743 $837K
Pinney & Scofield, Inc. 0.52% Reduce -1.9% 1,740 $834K
Maltin Wealth Management, Inc. 0.35% Add +0.1% 1,740 $834K
Buttonwood Financial Advisors Inc. 0.29% Reduce -1.4% 1,739 $834K
Milestone Asset Management, LLC 0.16% Add +131.4% 1,738 $834K
Ullmann Wealth Partners Group, LLC 0.09% Reduce -5.5% 1,733 $831K
Sterling Financial Planning, Inc. 0.26% Reduce -3.4% 1,732 $830K
Valtinson Bruner Financial Planning LLC 0.25% No change 1,727 $828K
Rialto Wealth Management, LLC 0.21% Reduce -4.1% 1,725 $827K
Means Investment Co., Inc. 0.07% Reduce -0.3% 1,723 $827K
TRUE Private Wealth Advisors 0.08% No change 1,723 $826K
Stock Yards Bank & Trust Co. 0.03% No change 1,722 $826K
Voisard Asset Management Group, Inc. 0.19% Reduce -6.7% 1,720 $825K
Clarity Wealth Advisors, LLC 0.18% Reduce -7.8% 1,714 $822K
Fiduciary Group, LLC 0.07% Reduce -2.3% 1,714 $822K
Sfmg, LLC 0.06% No change 1,713 $822K
Petredis Investment Advisors LLC 0.07% Add +0.7% 1,713 $822K
Brass Tax Wealth Management, Inc. 0.14% Add +66.1% 1,711 $821K
PKS Advisory Services, LLC 0.19% Add +7.7% 1,710 $820K
Elm Partners Management LLC 0.04% New 1,703 $817K
Mason Investment Advisory Services, Inc. 0.04% Add +6.9% 1,699 $815K
Nalls Sherbakoff Group, LLC 0.55% Reduce -0.7% 1,698 $814K
Silverlake Wealth Management LLC 0.20% Add +2.5% 1,696 $813K
Lanark Financial, Inc. 0.06% Add +39.5% 1,695 $813K
Montis Financial, LLC 0.19% Reduce -6.6% 1,695 $813K
First National Advisers, LLC 0.11% Reduce -4.7% 1,695 $813K
Everpar Advisors LLC 0.32% Add +2.0% 1,694 $812K
Freedom Investment Management, Inc. 0.21% Reduce -68.3% 1,693 $812K
Seneca Financial Advisors LLC 0.27% No change 1,693 $812K
Burkett Financial Services, LLC 0.28% Reduce -6.4% 1,688 $809K
Northstar Advisory Group, LLC 0.33% Reduce -27.2% 1,688 $809K
Spinnaker Trust 0.04% Add +2.1% 1,687 $809K
MKT Advisors LLC 0.30% Reduce -11.1% 1,675 $807K
Elwood & Goetz Wealth Advisory Group, LLC 0.15% Reduce -12.8% 1,678 $805K
Denver Wealth Management, Inc. 0.30% Add +0.1% 1,674 $803K
Meridian Financial Advisors, LLC 0.45% Add +4.3% 1,667 $800K
Nvest Financial, LLC 0.46% New 1,662 $797K
Shira Ridge Wealth Management 0.34% Reduce -0.7% 1,662 $797K
Octavia Wealth Advisors, LLC 0.08% Add +3.0% 1,660 $797K
4WEALTH Advisors, Inc. 0.74% Reduce -3.0% 1,660 $796K
Valley National Advisers Inc. 0.12% Reduce -38.5% 1,661 $796K
DBK Financial Counsel, LLC 0.67% Add +165.0% 1,659 $796K
2UniFi Bank 0.40% No change 1,651 $792K
WPG Advisers, LLC 0.61% Reduce -0.7% 1,645 $789K
Bannerman Wealth Management Group, LLC 0.58% Reduce -7.5% 1,640 $787K
AF Advisors, Inc. 0.32% No change 1,635 $784K
Avestar Capital, LLC 0.06% Add +6.6% 1,634 $784K
Everest Private Wealth 0.50% No change 1,628 $781K
Arlington Financial Advisors, LLC 0.11% No change 1,626 $780K
Narus Financial Partners, LLC 0.21% Add +2.7% 1,619 $776K
Crewe Advisors LLC 0.07% Add +6.8% 1,614 $774K
Rede Wealth, LLC 0.61% New 1,609 $773K
Eagle Bay Advisors LLC 0.61% Add +5.6% 1,609 $773K
FLC Capital Advisors 0.15% Add +5.0% 1,610 $772K
Colonial Trust Advisors 0.06% No change 1,608 $771K
Capital Asset Advisory Services LLC 0.03% Reduce -16.0% 1,608 $771K
Keystone Wealth Services, LLC 0.17% Add +2.6% 1,607 $771K
BBR Partners, LLC 0.04% No change 1,606 $770K
Firestone Capital Management 0.17% Add +0.1% 1,602 $768K
Alpine Woods Capital Investors, LLC 0.18% No change 1,600 $767K
JFG Wealth Management, LLC 0.15% Add +11.0% 1,600 $767K
Clarion Wealth Managment Partners, LLC 0.76% Reduce -4.3% 1,595 $765K
Cannell & Spears LLC 0.01% Add +0.1% 1,592 $764K
Capital Advisors Wealth Management, LLC 0.11% Add +17.4% 1,590 $763K
Ellsworth Advisors, LLC 0.16% Add +2.5% 1,592 $762K
FAS Wealth Partners, Inc. 0.05% Add +5.7% 1,588 $762K
CFO4Life Group, LLC 0.11% Add +0.1% 1,580 $758K
Valued Retirements, Inc. 0.85% No change 1,728 $757K
Financial Perspectives, Inc 0.21% Reduce -10.0% 1,571 $753K
Beacon Wealthcare LLC 0.26% No change 1,565 $751K
Milestone Asset Management Group, LLC 0.47% Add +0.1% 1,563 $750K
Chilton Investment Co. Inc. 0.02% No change 1,561 $749K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -1.6% 1,557 $747K
Collaborative Wealth Managment Inc. 0.30% Add +41.2% 1,556 $746K
MIdWestOne Financial Group, Inc. 0.09% No change 1,552 $744K
Discipline Wealth Solutions, LLC 0.20% New 1,551 $744K
Legacy Wealth Management, LLC 0.04% No change 1,538 $738K
Accredited Investor Services, LLC 0.51% Reduce -27.3% 1,535 $736K
Nelson Capital Management, LLC 0.09% No change 1,533 $735K
Bernardo Wealth Planning LLC 0.14% Add +1.3% 1,518 $728K
Blue Chip Partners, LLC 0.05% Reduce -13.7% 1,517 $728K
Vance Wealth, LLC 0.22% Reduce -0.6% 1,510 $725K
First International Bank & Trust 0.25% No change 1,511 $725K
Empire Financial Management Company, LLC 0.17% Add +1.3% 1,511 $725K
Stockman Wealth Management, Inc. 0.09% Add +21.4% 1,510 $724K
Potomac Fund Management Inc. 0.03% Reduce -4.9% 1,504 $722K
Accredited Investors Inc. 0.04% No change 1,503 $721K
First Business Financial Services, Inc. 0.07% No change 1,502 $720K
WASHINGTON TRUST Co 0.02% Reduce -2.9% 1,499 $719K
Bradley Foster & Sargent Inc. 0.01% Add +5.3% 1,499 $719K
Navalign, LLC 0.19% Reduce -2.8% 1,497 $718K
Benin Management CORP 0.17% Add +9.6% 1,495 $717K
Jefferies Financial Group Inc. 0.01% No change 1,492 $716K
Morton Capital Management LLC 0.12% Reduce -0.5% 1,481 $710K
GWN Securities Inc. 0.16% Reduce -37.4% 1,471 $708K
WFA of San Diego, LLC 0.48% No change 1,477 $708K
Calamos Wealth Management LLC 0.03% Add +23.5% 1,471 $706K
FSA Wealth Management LLC 0.26% Reduce -0.2% 1,465 $703K
Rowlandmiller & Partners.adv 0.14% No change 1,459 $700K
M Wealth Management, LLC 0.61% Add +0.1% 1,455 $698K
RAM Investment Partners, LLC 0.13% No change 1,445 $693K
Lynx Investment Advisory 0.41% Reduce -1.0% 1,442 $691K
Curated Wealth Partners LLC 0.08% No change 1,438 $690K
McNamara Financial Services, Inc. 0.13% Reduce -0.1% 1,430 $686K
MKD Wealth Coaches, LLC 0.68% No change 1,425 $683K
Bey-Douglas LLC 0.51% Reduce -0.1% 1,424 $683K
Boston Family Office LLC 0.04% No change 1,414 $678K
American Financial & Tax Strategies Inc. 0.34% Reduce -3.8% 1,413 $678K
Castleview Partners, LLC 0.37% New 1,409 $676K
FLP Wealth Management, LLC 1.90% Reduce -3.6% 1,408 $675K
Quartz Partners, LLC 0.24% Reduce -0.8% 1,408 $675K
Viewpoint Capital Management LLC 0.30% No change 1,406 $674K
Financial Futures Ltd Liability Co. 0.33% No change 1,404 $673K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,400 $671K
waypoint wealth counsel 0.26% Add +4.3% 1,395 $669K
WP Advisors, LLC 0.17% Add +0.1% 1,394 $669K
jvl associates llc 0.22% No change 1,394 $669K
Foster Dykema Cabot & Partners, LLC 0.04% No change 1,390 $667K
Peoples Financial Services Corp. 0.30% No change 1,391 $667K
Tanager Wealth Management LLP 0.07% Add +0.7% 1,390 $667K
Gradient Investments LLC 0.01% Add +3.4% 1,387 $665K
Tranquility Partners, LLC 0.22% New 1,382 $663K
Fortis Capital Management LLC 0.09% Add +5.0% 1,382 $663K
Townsend Asset Management Corp. /NC/ 0.24% Reduce -4.6% 1,382 $663K
Flagstar Securities, Inc. 0.20% Reduce -0.7% 1,377 $661K
Genesis Private Wealth, LLC 0.28% Add +6.7% 1,377 $661K
Integrated Financial Solutions, Inc. 0.46% Add +9.7% 1,377 $660K
Country Trust Bank 0.01% Reduce -13.7% 1,376 $660K
Turtle Creek Wealth Advisors, LLC 0.06% Add +30.0% 1,369 $657K
Balboa Wealth Partners 0.11% Add +16.9% 1,367 $656K
Lee Danner & Bass Inc. 0.05% No change 1,365 $655K
Kelly Financial Services LLC 0.17% No change 1,362 $653K
Ellevest, Inc. 0.09% Add +4.1% 1,360 $652K
Walker Asset Management, LLC 0.37% No change 1,359 $652K
Ti-Trust, Inc. 0.41% Reduce -3.5% 1,357 $651K
Berkeley Capital Partners, LLC 0.15% Reduce -0.4% 1,356 $650K
Strid Group, LLC 0.08% No change 1,353 $649K
Eastern Bank 0.01% Reduce -1.2% 1,350 $647K
Planned Solutions, Inc. 0.22% Reduce -17.0% 1,349 $647K
MGB Wealth Management, LLC 0.18% Add +38.3% 1,347 $646K
Carnegie Lake Advisors LLC 0.25% Add +1.0% 1,346 $646K
Cypress Wealth Services, LLC 0.11% No change 1,341 $643K
Farrell Financial LLC 0.40% Add +1.0% 1,340 $642K
Unique Wealth, LLC 0.09% Reduce -0.7% 1,339 $642K
Allred Capital Management, LLC 0.22% Add +0.1% 1,339 $642K
Colton Groome Financial Advisors, LLC 0.20% No change 1,336 $641K
Ipsen Advisor Group LLC 0.46% Reduce -4.4% 1,334 $640K
WealthBridge Capital Management, LLC 0.15% Add +3.0% 1,334 $640K
Integrity Financial Corp 0.31% Add +4.4% 1,330 $639K
Thomasville National Bank 0.04% Reduce -6.8% 1,331 $638K
Balanced Rock Investment Advisors LLC 0.46% Reduce -4.7% 1,326 $636K
North Star Investment Management Corp. 0.04% No change 1,323 $635K
Center For Asset Management LLC 0.34% Reduce -13.8% 1,317 $632K
JB Capital LLC 0.03% Reduce -3.7% 1,316 $631K
Mosaic Financial Group, LLC 0.45% No change 1,315 $631K
Proactive Wealth Strategies LLC 0.27% Add +0.1% 1,315 $631K
BSW Wealth Partners 0.08% Add +0.1% 1,314 $630K
Fragasso Financial Advisors Inc 0.04% Add +0.2% 1,309 $630K
Abound Wealth Management 0.16% Add +42.7% 1,307 $627K
Dover Advisors, LLC 0.25% Reduce -4.2% 1,300 $624K
Financial Security Advisor, Inc. 0.13% Reduce -0.3% 1,297 $623K
Cladis Investment Advisory, LLC 0.36% Reduce -1.1% 1,295 $621K
Pointe Capital Management LLC 0.30% No change 1,295 $621K
Ballast Advisors LLC 0.17% Reduce -6.2% 1,294 $621K
Cura Wealth Advisors, LLC 0.24% No change 1,293 $620K
Hobbs Group Advisors, LLC 0.19% Add +5.3% 1,291 $619K
Red Door Wealth Management, LLC 0.07% Reduce -12.4% 1,287 $617K
Wealthstar Advisors, LLC 0.24% Reduce -8.4% 1,282 $615K
Sterling Investment Advisors, Ltd. 0.12% No change 1,277 $613K
Redhawk Wealth Advisors, Inc. 0.07% Add +0.9% 1,275 $611K
Plan Group Financial, LLC 0.16% Reduce -68.7% 1,273 $610K
Cascade Financial Partners, LLC 0.07% No change 1,272 $610K
Flower City Capital 0.33% Reduce -6.2% 1,264 $607K
SigFig Wealth Management, LLC 0.02% Reduce -66.3% 1,268 $605K
Essex LLC 0.11% Reduce -5.0% 1,258 $603K
Old Mission Capital LLC 0.02% New 1,258 $603K
Financial Management Network Inc. 0.10% Add +7.3% 1,241 $602K
Rebalance, LLC 0.04% Add +133.8% 1,253 $601K
Wealth Group Ltd 0.14% Reduce -0.6% 1,253 $601K
J. Safra Sarasin Holding AG 0.01% Add +17.4% 1,251 $600K
Global Wealth Strategies & Associates 0.15% Add +774.1% 1,250 $599K
Rodgers Brothers Inc. 0.07% No change 1,247 $598K
Cynosure Group, LLC 0.06% New 1,242 $596K
Mason & Associates Inc 0.12% No change 1,240 $595K
CHICAGO TRUST Co NA 0.08% Add +1.1% 1,236 $593K
Fermata Advisors, LLC 0.15% Reduce -11.1% 1,224 $587K
Certior Financial Group, LLC 0.40% New 1,223 $586K
Kropog Financial Group, LLC 0.48% Add +0.2% 1,220 $585K
Security National Bank of Sioux City Iowa 0.38% Reduce -0.7% 1,219 $585K
Landmark Wealth Management, Inc. 0.23% Add +0.1% 1,219 $585K
DHJJ Financial Advisors, Ltd. 0.20% Add +1.3% 1,219 $584K
Arthur M. Cohen & Associates, LLC 0.10% No change 1,218 $584K
Valley Forge Investment Consultants Inc. Adv 0.17% Add +3.1% 1,217 $584K
DGS Capital Management, LLC 0.11% Add +1.3% 1,216 $583K
Capital Investment Services of America, Inc. 0.05% Reduce -0.2% 1,216 $583K
Keystone Financial Group, Inc. 0.33% Add +0.3% 1,214 $583K
WealthPlan Investment Management, LLC 0.04% Add +0.4% 1,214 $582K
Coordinated Financial Services, Inc. 0.38% No change 1,208 $579K
Towneley Capital Management, Inc / DE 0.13% Reduce -24.0% 1,207 $579K
Inscription Capital, LLC 0.06% Add +29.4% 1,201 $576K
CLG LLC 0.16% Add +15.7% 1,201 $576K
Salus Financial Advisors, LLC 0.35% No change 1,200 $576K
FWL Investment Management, LLC 0.15% No change 1,200 $576K
Chase Investment Counsel Corp. 0.17% No change 1,200 $575K
Wynn Capital, LLC 0.28% No change 1,197 $574K
Financial Gravity Asset Management, Inc. 0.11% — 1,197 $574K
Dynamic Financial Group 0.50% Reduce -28.5% 1,194 $573K
First National Corp. /Ma/ 0.11% Add +0.1% 1,188 $572K
Westside Investment Management, Inc. 0.09% No change 1,191 $571K
Integrated Capital Management, LLC 0.25% Add +5.9% 1,133 $565K
Fairscale Capital, LLC 0.39% No change 1,176 $565K
Mainstay Capital Management LLC 0.06% Reduce -50.0% 1,176 $564K
Trivium Point Advisory, LLC 0.06% Add +1.5% 1,174 $563K
Motive Wealth Advisors 0.24% Reduce -1.8% 1,174 $563K
Welch Group, LLC 0.02% Reduce -3.9% 1,173 $563K
Midwest Capital Advisors, LLC 0.27% Reduce -15.8% 1,172 $562K
Fairview Capital Investment Management, LLC 0.03% No change 1,166 $559K
Private Client Services, LLC 0.19% Reduce -12.1% 1,165 $559K
Legacy Private Trust Co. 0.03% No change 1,165 $559K
Syntegra Private Wealth Group, LLC 0.05% No change 1,164 $558K
StoneCrest Wealth Management, Inc. 0.24% No change 1,161 $557K
Portside Wealth Group, LLC 0.08% Add +2.6% 1,161 $557K
SilverOak Wealth Management LLC 0.09% Add +56.9% 1,156 $554K
Sharper & Granite LLC 0.20% No change 1,154 $553K
MBE Wealth Management, LLC 0.24% Reduce -1.1% 1,146 $550K
Debussy Capital Management LP 0.08% Add +21.0% 1,145 $549K
Twele Capital Management, Inc. 0.10% Reduce -2.6% 1,144 $549K
Retirement Solution LLC 0.13% Add +8.6% 1,143 $548K
ARK & TLK Investments, LLC 0.17% Add +0.2% 1,142 $548K
Portland Financial Advisors Inc 1.16% No change 1,134 $544K
RDA Financial Network 0.13% Reduce -29.8% 1,133 $543K
Continental Investors Services, Inc. 0.81% Reduce -4.9% 1,135 $543K
Mairs & Power Inc. 0.01% Add +77.2% 2,087 $541K
North Forty Two & Co. 0.53% No change 1,128 $541K
Mason & Associates, LLC 0.14% No change 1,232 $540K
Westfuller Advisors, LLC 0.24% Reduce -6.0% 1,121 $538K
Advanced Asset Management Advisors Inc 0.14% Add +0.4% 1,121 $537K
Denver PWM, LLC 0.17% No change 1,225 $537K
TriaGen Wealth Management LLC 0.14% No change 1,116 $535K
GFG Capital, LLC 0.18% No change 1,114 $534K
Whitaker-Myers Wealth Managers, LTD. 0.12% Reduce -52.6% 1,113 $534K
Payne Capital LLC 0.54% — 1,108 $531K
Boreal Capital Management LLC 0.51% Reduce -3.7% 1,106 $531K
Pinnacle Family Advisors, LLC 0.23% Reduce -12.7% 1,105 $530K
Minot DeBlois Advisors LLC 0.48% Reduce -8.0% 1,103 $529K
Rainey & Randall Wealth Advisors Inc. 0.09% No change 1,100 $528K
Fidelity D & D Bancorp Inc. 0.29% No change 1,101 $528K
Continuum Wealth Advisors, LLC 0.22% Add +10.8% 1,100 $528K
Topsail Wealth Management, LLC 0.09% Add +2.6% 1,097 $527K
Schnieders Capital Management, Llc. 0.09% — 1,098 $527K
Advyzon Investment Management, LLC 0.09% Add +120.9% 1,098 $526K
Verus Financial Partners, Inc. 0.05% Reduce -0.5% 1,097 $526K
Second Line Capital, LLC 0.11% Add +0.1% 1,096 $525K
Opes Wealth Management LLC 0.09% No change 1,095 $525K
Johnson Financial Group, LLC 0.05% No change 1,095 $525K
Allen Mooney & Barnes Investment Advisors LLC 0.08% No change 1,094 $525K
Chapman Financial Group, LLC 0.36% New 1,093 $524K
Laffer Tengler Investments, Inc. 0.10% Reduce -13.5% 1,090 $523K
Shoker Investment Counsel, Inc. 0.15% No change 1,086 $521K
First Nebraska Trust Co 0.05% No change 1,084 $520K
PBMares Wealth Management LLC 0.08% Add +18.4% 1,082 $519K
National Wealth Management Group, LLC 0.20% Add +10.4% 1,082 $519K
LexAurum Advisors, LLC 0.07% Add +2.8% 1,082 $519K
Sierra Summit Advisors LLC 0.08% Reduce -31.5% 1,082 $519K
Missouri Trust & Investment Co 0.15% Add +11.8% 1,080 $518K
Snider Financial Group 0.14% No change 1,080 $518K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -43.7% 1,071 $516K
GreatBanc Trust CO 0.35% — 1,075 $516K
Pachira Investments Inc. 0.29% Add +0.2% 1,071 $513K
JGP Wealth Management, LLC 0.06% Add +34.3% 1,062 $513K
Fairfield, Bush & Co. 0.26% No change 1,067 $512K
Quad-Cities Investment Group, LLC 0.22% Add +0.2% 1,067 $512K
Zullo Investment Group, Inc. 0.19% No change 1,065 $511K
Community Bank, N.A. 0.06% No change 1,065 $511K
Garrett Wealth Advisory Group, LLC 0.10% Add +0.1% 1,064 $510K
Apriem Advisors 0.05% No change 1,059 $508K
TCFG Wealth Management, LLC 0.20% Reduce -0.6% 1,057 $507K
BancFirst Trust & Investment Management 0.19% No change 1,059 $506K
Oxbow Advisors, LLC 0.05% Add +1.3% 1,055 $506K
Oxinas Partners, LLC 0.27% No change 1,050 $503K
Spirepoint Private Client, LLC 0.05% Reduce -0.4% 1,049 $503K
West Oak Capital, LLC 0.25% No change 1,048 $503K
Penobscot Wealth Management 0.16% No change 1,047 $502K
First Foundation Advisors 0.02% Reduce -7.9% 1,047 $502K
Shepherd Kaplan Krochuk, LLC 0.41% No change 1,042 $500K
Amplius Wealth Advisors, LLC 0.04% Reduce -6.9% 1,040 $499K
Meridian Financial Partners LLC 0.21% Add +16.1% 1,019 $496K
Cascade Investment Advisors, Inc. 0.30% Add +35.3% 1,034 $496K
TFR Capital, LLC. 0.17% Add +14.8% 1,034 $496K
ARS Wealth Advisors Group, LLC 0.05% Add +39.6% 1,033 $495K
Hershey Financial Advisers, LLC 0.42% Reduce -12.6% 1,031 $494K
Sendero Wealth Management, LLC 0.06% New 1,031 $494K
Granite FO LLC 0.27% No change 1,028 $493K
Tennessee Valley Asset Management Partners 0.07% New 1,028 $493K
Christensen, King & Associates Investment Services, Inc. 0.21% Reduce -2.5% 1,025 $492K
Widmann Financial Services, Inc. 0.31% No change 1,023 $491K
Trademark Financial Management, LLC 0.29% Add +3.0% 1,022 $490K
Petra Financial Advisors Inc. 0.28% Add +4.2% 1,012 $485K
Riverbend Wealth Management, LLC 0.34% No change 1,010 $484K
FourThought Financial Partners, LLC 0.04% Reduce -7.7% 1,002 $481K
Slagle Financial, LLC 0.18% Reduce -0.2% 1,001 $480K
DDD Partners, LLC 0.03% Reduce -3.7% 1,001 $480K
Signature Resources Capital Management, LLC 0.26% Reduce -2.0% 1,000 $479K
Nemes Rush Group LLC 0.05% Reduce -0.8% 1,000 $479K
GEM Asset Management, LLC 0.23% Add +0.1% 994 $479K
Horizon Financial Services, LLC 0.23% No change 997 $478K
Verde Capital Management 0.11% Reduce -3.4% 997 $478K
Creekside Partners 0.21% Add +0.1% 994 $477K
Vawter Financial, Ltd. 0.22% New 993 $476K
Strategic Planning Group, LLC 0.06% New 991 $476K
Capstone Wealth Management Group, LLC 0.20% Add +0.1% 989 $474K
Liberty Square Wealth Partners LLC 0.15% Reduce -4.6% 988 $474K
Weaver Consulting Group 0.12% Add +8.1% 988 $474K
First City Capital Management, Inc. 0.25% Reduce -4.5% 983 $471K
Well Done, LLC 0.08% Add +0.2% 982 $471K
Berman McAleer LLC 0.07% — 980 $471K
TCV Trust & Wealth Management, Inc. 0.04% No change 981 $470K
Sharp Wealth Advisory, LLC 0.26% No change 980 $470K
Bailard, Inc. 0.01% No change 975 $468K
Trexquant Investment LP 0.00% Reduce -18.2% 973 $467K
Braun-Bostich & Associates Inc. 0.29% No change 970 $465K
Threadgill Financial, LLC 0.23% New 969 $465K
Fort Washington Investment Advisors Inc. 0.00% No change 968 $464K
TrueWealth Advisors, LLC 0.13% Reduce -1.1% 967 $464K
Capital Square, LLC 0.24% Reduce -11.3% 965 $463K
MAS Advisors LLC 0.73% Reduce -4.4% 964 $462K
tru Independence LLC 0.12% Reduce -0.2% 961 $461K
Federation des caisses Desjardins du Quebec 0.00% Add +69.2% 961 $461K
Weatherly Asset Management L. P. 0.04% Reduce -14.4% 959 $460K
Weitzel Financial Services, Inc. 0.19% No change 968 $460K
Goldstone Financial Group, LLC 0.05% Reduce -9.1% 959 $460K
AEGON USA Investment Management, LLC 0.40% Reduce -16.9% 957 $459K
Austin Private Wealth, LLC 0.04% Add +2.7% 956 $459K
Westshore Wealth, LLC 0.16% Add +1.9% 956 $459K
WealthTrust Axiom LLC 0.12% Reduce -10.7% 952 $457K
Annis Gardner Whiting Capital Advisors, LLC 0.09% Reduce -0.5% 950 $456K
Moment Partners, LLC 0.08% Reduce -13.7% 950 $456K
Financial Life Planners 0.31% Add +0.1% 949 $455K
Theory Financial LLC 0.16% No change 934 $453K
Sound Financial Strategies Group, LLC 0.33% Add +167.6% 942 $452K
Flywheel Private Wealth LLC 0.35% No change 942 $452K
Marshall Investment Management, LLC 0.24% New 940 $451K
Per Stirling Capital Management, LLC. 0.05% No change 939 $450K
HM Payson & Co. 0.01% Add +0.5% 939 $450K
Define Financial, LLC 0.27% Add +0.1% 938 $450K
Corepath Wealth Partners LLC 0.33% No change 928 $450K
FOCUS Wealth Advisors, LLC 0.22% No change 937 $450K
Hazlett, Burt & Watson, Inc. 0.16% Add +2.0% 934 $448K
Chevy Chase Trust Holdings, LLC 0.00% Add +14.6% 934 $448K
Praetorian Wealth Management, Inc. 0.09% New 934 $448K
Clear Harbor Asset Management, LLC 0.03% Add +6.9% 933 $447K
XML Financial, LLC 0.04% Reduce -4.0% 929 $446K
Laurel Wealth Planning LLC 0.24% No change 929 $446K
Hobart Private Capital, LLC 0.09% No change 925 $444K
Pacific Sage Partners, LLC 0.07% Reduce -7.5% 923 $443K
Indie Asset Partners, LLC 0.59% Add +18.4% 920 $441K
Midland Wealth Advisors, LLC 0.02% Reduce -3.6% 918 $440K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Reduce -5.3% 914 $438K
Granite Bay Wealth Management, LLC 0.11% New 913 $438K
Tarbox Family Office, Inc. 0.06% No change 912 $437K
Capital Advantage, Inc. 0.07% Reduce -0.2% 903 $433K
Landaas & Co. /Wi 0.10% Reduce -9.4% 904 $433K
Schiavi & Co LLC 0.14% No change 902 $433K
Copia Wealth Management 0.32% Reduce -13.9% 900 $432K
Greenspring Advisors, LLC 0.08% — 900 $432K
American Asset Management Inc. 0.39% New 900 $432K
Camelot Technology Advisors, Inc. 0.35% No change 900 $432K
Future Fund LLC 0.15% No change 900 $432K
Empowered Funds, LLC 0.00% New 898 $431K
Resolute Wealth Strategies, LLC 0.20% Add +12.7% 897 $430K
McGlone Suttner Wealth Management, Inc. 0.06% No change 897 $430K
Ferguson Shapiro LLC 0.14% No change 895 $429K
D'Orazio & Associates, Inc. 0.06% Reduce -11.9% 891 $428K
Cheviot Value Management, LLC 0.05% No change 847 $425K
Taylor & Morgan Wealth Management, LLC 0.26% Add +4.3% 884 $424K
Autumn Glory Partners, LLC 0.17% Add +59.7% 883 $423K
Monument Group Wealth Advisors, LLC 0.25% No change 882 $423K
City Center Advisors, LLC 0.41% New 882 $423K
Smith Thornton Advisors LLC 0.22% No change 881 $423K
Hantz Financial Services, Inc. 0.01% Add +0.9% 879 $422K
Gallacher Capital Management LLC 0.17% Add +51.6% 878 $421K
Dividend Assets Capital, LLC 0.07% No change 878 $421K
Forbes Financial Planning, Inc. 0.28% No change 877 $421K
Fortress Financial Group, LLC 0.32% No change 876 $420K
Global Wealth Management, LLC 0.22% No change 874 $419K
Journey Strategic Wealth LLC 0.01% Reduce -1.0% 873 $419K
Carr Financial Group Corp 0.12% No change 873 $419K
Prudent Investors Network, Inc. 0.10% New 872 $418K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -2.1% 871 $418K
Beacon Financial Planning, Inc. 0.22% Add +0.1% 869 $417K
GEN Financial Management, INC. 0.36% Reduce -6.4% 868 $416K
Wells Trecaso Financial Group, LLC 0.20% Reduce -2.0% 868 $416K
Cascade Investment Group, Inc. 0.27% No change 866 $415K
Perkins Coie Trust Co 0.08% No change 866 $415K
Divergent Planning, LLC 0.11% No change 862 $415K
Eagle Harbor Asset Management Inc. 0.36% New 865 $415K
Inspire Advisors, LLC 0.04% Add +22.9% 865 $415K
Abacus Planning Group, Inc. 0.06% Add +11.0% 859 $412K
Meridian Wealth Partners, LLC 0.06% Add +21.0% 859 $412K
Coston, McIsaac & Partners 0.10% Add +0.6% 858 $411K
MinichMacGregor Wealth Management, LLC 0.08% No change 856 $411K
Fiduciary Family Office, LLC 0.12% No change 855 $410K
Sollinda Capital Management LLC 0.11% Reduce -62.5% 855 $410K
Solstein Capital, LLC 0.19% No change 849 $407K
My Personal CFO, LLC 0.16% Add +25.2% 845 $405K
Foundation Wealth Management, LLC\PA 0.16% No change 845 $405K
Cooper Capital Advisors LLC 0.26% New 843 $404K
First Commonwealth Financial Corp 0.07% Add +19.1% 843 $404K
Concorde Asset Management, LLC 0.17% — 837 $404K
Pullen Investment Management, LLC 0.22% No change 842 $404K
Main Street Group, LTD 0.13% No change 842 $404K
Elevation Capital Advisory, LLC 0.16% Reduce -96.0% 839 $402K
Welch & Forbes LLC 0.00% Add +3.3% 838 $402K
Warren Street Wealth Advisors, LLC 0.12% Add +5.3% 837 $401K
Mystic Asset Management, Inc. 0.09% Add +9.9% 835 $400K
Foundation Wealth Management, LLC 0.27% No change 834 $400K
Appleton Partners Inc. 0.03% Reduce -37.3% 830 $398K
Vaughan David Investments LLC 0.01% Add +17.6% 830 $398K
Princeton Capital Management LLC 0.11% Add +0.7% 829 $398K
M.E. Allison & Co., Inc. 0.28% No change 827 $397K
49 Wealth Management, LLC 0.04% Add +2.5% 827 $397K
Clare Market Investments LLC 0.08% No change 825 $396K
Huntleigh Advisors, Inc. 0.07% No change 823 $395K
Heritage Investment Group, Inc. 0.06% No change 823 $395K
Naviter Wealth, LLC 0.05% Add +0.1% 821 $394K
Dynamic Wealth Strategies, LLC 0.26% Add +1.6% 821 $394K
Bank of Stockton 0.11% No change 820 $393K
Montecito Bank & Trust 0.06% — 820 $393K
JPL Wealth Management, LLC 0.09% Reduce -4.2% 818 $392K
LVM Capital Management Ltd. 0.04% No change 818 $392K
Victory Financial Group, LLC 0.05% Add +62.2% 816 $391K
Lebenthal Global Advisors, LLC 0.07% Add +7.7% 812 $389K
Briaud Financial Planning Inc 0.13% No change 812 $389K
CPC Advisors, LLC 0.04% Add +4.9% 812 $389K
Fiduciary Advisors, Inc. 0.31% Add +4.5% 810 $389K
Sulzberger Capital Advisors, Inc. 0.43% Add +0.3% 810 $388K
St. Clair Advisors, LLC 0.10% Reduce -4.0% 807 $387K
Innova Wealth Partners 0.21% No change 806 $387K
Heritage Wealth Advisors 0.02% No change 805 $386K
Stonekeep Investments, LLC 0.24% Reduce -4.3% 804 $386K
Colony Family Offices, LLC 0.10% Reduce -7.9% 802 $385K
Alaethes Wealth, LLC 0.11% No change 802 $385K
Lee Financial Co 0.05% New 802 $385K
Waterloo Capital, L.P. 0.03% Add +0.1% 801 $384K
Cape Cod Five Cents Savings Bank 0.04% No change 1,000 $384K
High Falls Advisors, Inc 0.08% Reduce -27.3% 798 $383K
IRON Financial LLC 0.18% Add +0.1% 797 $382K
Saxony Capital Management, LLC 0.25% Reduce -0.1% 790 $379K
Anson Capital, Inc. 0.28% No change 789 $378K
Sather Financial Group Inc 0.02% Reduce -0.5% 788 $378K
Verum Partners LLC 0.08% Add +3.0% 786 $377K
WealthPLAN Partners, LLC 0.06% Add +3.1% 786 $377K
Legacy Capital Wealth Partners, LLC 0.08% New 778 $373K
Safeguard Investment Advisory Group, LLC 0.09% Add +2.1% 775 $372K
Balance Wealth Partners LLC 0.09% New 770 $369K
Rockport Wealth LLC 0.08% No change 769 $369K
Chesapeake Wealth Management 0.11% No change 767 $368K
Revisor Wealth Management LLC 0.13% New 753 $366K
Fortress Private Ledger, LLC 0.13% Add +12.1% 762 $365K
D.B. Root & Company, LLC 0.09% Reduce -10.4% 760 $364K
Howe & Rusling Inc. 0.03% Reduce -0.5% 760 $364K
Sentinel Trust Co. Lba 0.04% No change 758 $364K
Essex Bank 0.08% No change 758 $364K
Investment Partners, LTD. 0.13% Add +0.7% 756 $363K
Burns J W & Co. Inc. 0.04% No change 756 $363K
Trevian Wealth Management LLC 0.19% No change 754 $362K
Tempus Wealth Planning, LLC 0.08% No change 753 $361K
McDonald Partners LLC 0.11% Add +0.5% 752 $361K
Hamilton Wealth, LLC 0.08% Add +2.3% 751 $360K
GAMCO Investors 0.00% Add +2.7% 750 $360K
Matisse Capital 0.16% Reduce -7.1% 747 $358K
New Hampshire Trust 0.07% No change 747 $358K
Members Wealth LLC 0.23% — 743 $358K
EWG Elevate Inc. 0.11% New 746 $358K
McDonough Capital Management, Inc 0.18% No change 745 $357K
Nikulski Financial, Inc. 0.09% No change 745 $357K
Aviance Capital Partners, LLC 0.04% New 745 $357K
Precedent Wealth Partners, LLC 0.08% No change 744 $357K
JDM Financial Group LLC 0.15% No change 744 $357K
Croban 0.24% No change 743 $356K
Vermillion Wealth Management, Inc. 0.10% Add +0.5% 741 $355K
Cape Investment Advisory, Inc. 0.35% Reduce -31.4% 740 $355K
Jacobson & Schmitt Advisors, LLC 0.06% New 737 $353K
Allspring Global Investments Holdings, LLC 0.00% Add +25.7% 733 $353K
Wagner Wealth Management, LLC 0.08% No change 736 $353K
Moss Adams Wealth Advisors LLC 0.03% Reduce -9.7% 735 $353K
PTM Wealth Management, LLC 0.21% No change 724 $351K
RMG Wealth Management LLC 0.05% No change 730 $351K
Schulz Wealth, LTD. 0.23% No change 732 $351K
Beacon Financial Strategies CORP 0.21% Reduce -26.1% 730 $350K
Lyell Wealth Management, LP 0.03% No change 730 $350K
Financial Freedom, LLC 0.17% Reduce -11.7% 728 $349K
LGL Partners, LLC 0.15% No change 725 $348K
Silver Oak Wealth Advisors Services, LLC 0.23% No change 726 $348K
Portland Global Advisors LLC 0.04% No change 725 $348K
Melfa Wealth Management, Inc. 0.20% No change 725 $348K
Jackson Thornton Wealth Management, LLC 0.04% Add +1.7% 712 $347K
Pacifica Partners Inc. 0.12% Reduce -8.5% 719 $347K
Cannon Wealth Management Services, LLC 0.26% No change 722 $346K
LBJ Family Wealth Advisors, Ltd. 0.19% No change 720 $346K
Maple Capital Management, Inc. 0.02% Add +2.1% 721 $346K
Capital City Trust Co. 0.08% Add +16.3% 719 $345K
Ridgecrest Wealth Partners, LLC 0.16% Add +12.2% 717 $344K
Atticus Wealth Management, LLC 0.09% Reduce -5.9% 716 $343K
GK Wealth Management LLC 0.25% New 714 $343K
Foresight Capital Management Advisors, Inc. 0.19% No change 714 $342K
Brown, Lisle/Cummings, Inc. 0.09% No change 714 $342K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +2.0% 714 $342K
Heritage Trust Co 0.04% No change 713 $342K
Goelzer Investment Management, Inc. 0.02% New 710 $341K
Eastover Investment Advisors LLC 0.15% Reduce -12.3% 708 $339K
Wealth Quarterback LLC 0.13% Reduce -9.0% 708 $339K
Integrity Investment Advisors, LLC 0.22% No change 707 $339K
Seek First Inc. 0.24% Add +0.1% 707 $339K
James J. Burns & Company, LLC 0.05% Reduce -7.8% 704 $338K
Patten Group, Inc. 0.07% Reduce -1.1% 702 $337K
Atlas Wealth LLC 0.14% Reduce -23.6% 701 $336K
Eagle Rock Investment Company, LLC 0.05% No change 694 $333K
Adapt Wealth Advisors, LLC 0.12% Reduce -13.5% 693 $332K
Aspiring Ventures, LLC 0.12% No change 693 $332K
Client 1ST Advisory Group, LLC 0.11% Reduce -24.5% 693 $332K
Legacy Wealth Asset Management, LLC 0.08% No change 693 $332K
Peregrine Asset Advisers, Inc. 0.10% Add +1.9% 691 $331K
Select Asset Management & Trust 0.10% No change 690 $331K
Hamilton Point Investment Advisors, LLC 0.05% No change 688 $330K
Wealthgarden F.S. LLC 0.24% No change 681 $330K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 687 $329K
Rockline Wealth Management, LLC 0.07% Add +11.6% 682 $327K
Phoenix Wealth Advisors 0.13% No change 681 $327K
Alpha Financial Advisors, LLC 0.11% Add +0.1% 681 $327K
Seneca House Advisors 0.13% No change 678 $325K
Intellus Advisors LLC 0.04% No change 675 $324K
Ironwood Investment Counsel, LLC 0.05% Reduce -3.3% 673 $323K
Oak Wealth Advisors LLC 0.19% No change 672 $323K
Rockland Trust Co. 0.01% New 672 $322K
Evernest Financial Advisors, LLC 0.09% No change 670 $321K
Gilman Hill Asset Management, LLC 0.05% No change 669 $321K
First Interstate Bank 0.02% Reduce -18.1% 667 $320K
Jamison Private Wealth Management, Inc. 0.04% Add +0.1% 666 $319K
TFC Financial Management, Inc. 0.04% No change 664 $319K
Vident Advisory, LLC 0.00% Add +20.5% 664 $319K
Tyche Wealth Partners LLC 0.06% Reduce -4.3% 664 $318K
Veracity Capital LLC 0.10% Reduce -1.6% 664 $318K
Henrickson Nauta Wealth Advisors, Inc. 0.10% No change 661 $317K
Legacy PCG, LLC 0.19% No change 659 $316K
United Bank 0.11% New 659 $316K
SC&H Financial Advisors, Inc. 0.05% No change 657 $315K
Paragon Advisors, LLC 0.08% Add +5.5% 656 $315K
Private Wealth Management Group, LLC 0.09% Add +25.2% 656 $315K
Secure Asset Management, LLC 0.05% Reduce -0.6% 653 $314K
Integris Wealth Management, LLC 0.08% No change 655 $314K
Naples Global Advisors, LLC 0.02% No change 654 $314K
Wealth Advisors Northwest LLC 0.15% No change 653 $313K
Shorepoint Capital Partners LLC 0.06% — 653 $313K
RFG Holdings, Inc. 0.08% Add +1.7% 651 $312K
L & S Advisors Inc 0.03% Reduce -75.1% 650 $312K
Beaird Harris Wealth Management, LLC 0.02% Reduce -2.4% 650 $312K
Gen-Wealth Partners Inc 0.10% Add +0.6% 647 $310K
Cookson Peirce & Co. Inc. 0.01% No change 645 $309K
Great Point Wealth Advisors, LLC 0.06% — 644 $309K
Sterling Group Wealth Management, LLC 0.15% No change 643 $308K
American Financial Advisors, LLC 0.04% Add +0.2% 638 $306K
Physician Wealth Solutions Inc. 0.13% No change 637 $306K
Cadent Capital Advisors, LLC 0.08% Add +4.1% 637 $305K
Next Level Wealth Planning, LLC 0.17% Reduce -4.1% 634 $304K
Columbia Bank 0.08% Reduce -2.6% 635 $304K
Rossby Financial, LCC 0.10% Add +3.6% 629 $303K
Prevail Innovative Wealth Advisors, LLC 0.06% No change 630 $302K
Ceeto Capital Group, LLC 0.09% New 628 $302K
Millstone Evans Group, LLC 0.19% No change 629 $302K
Williamson Legacy Group, LLC 0.23% Reduce -1.7% 626 $300K
Fagan Associates, Inc. 0.04% No change 622 $298K
SlateStone Wealth, LLC 0.03% New 622 $298K
Charles Schwab Trust Co 0.02% No change 621 $298K
Park Capital Management, LLC / WI 0.24% No change 620 $297K
Alesco Advisors, LLC, An ESL Co 0.01% No change 620 $297K
Ascentis Wealth Management, LLC 0.07% Add +335.9% 619 $297K
Etesian Wealth Advisors, Inc. 0.10% Reduce -8.7% 619 $297K
Brave Asset Management Inc. 0.07% No change 618 $296K
LMCG Investments, LLC 0.02% Reduce -15.8% 617 $296K
Andrew Hill Investment Advisors, Inc. 0.23% No change 616 $295K
Accelerate Investment Advisors LLC 0.20% Add +8.1% 614 $294K
Cordgrass Capital Advisors, LLC 0.07% Add +23.9% 612 $294K
Wealthcare Capital Partners, LLC 0.13% Reduce -15.1% 611 $293K
Pennsylvania Capital Management Inc. 0.09% No change 610 $293K
Lazari Capital Management, Inc. 0.10% Reduce -1.6% 609 $292K
Power Wealth Management LLC 0.11% Reduce -0.2% 607 $291K
Guidance Point Advisors, LLC 0.07% No change 606 $291K
Pure Portfolios Holdings LLC 0.09% No change 606 $291K
1ST Source Bank 0.02% No change 606 $291K
Stillwater Capital Advisors, LLC 0.03% No change 605 $290K
LVZ, Inc. 0.03% Reduce -14.7% 604 $290K
NBT Bank, N.A. 0.02% Add +65.0% 995 $289K
Activest Wealth Management 0.06% Add +2.5% 603 $289K
Clarity Wealth Development LLC 0.26% No change 574 $288K
Lumbard & Kellner, LLC 0.11% No change 600 $288K
Meriwether Wealth & Planning, LLC 0.17% No change 599 $287K
Columbus Macro, LLC 0.03% No change 598 $287K
Parker Investment Management, LLC 0.04% No change 598 $287K
SMI Advisory Services, LLC 0.05% No change 595 $286K
LongView Asset Management LLC 0.20% No change 596 $286K
Renaissance Technologies 0.00% Reduce -74.1% 596 $286K
Home Federal Bank of Tennessee 0.08% No change 594 $285K
Post Resch Tallon Group Inc. 0.25% No change 594 $285K
East Coast Asset Management, LLC. 0.09% No change 593 $284K
NDVR, Inc. 0.24% New 591 $283K
Harbour Investment Management LLC 0.12% No change 590 $283K
Financial Symmetry Inc 0.13% New 585 $281K
Round Rock Advisors LLC 0.04% Reduce -0.7% 585 $281K
QTR Family Wealth, LLC 0.13% No change 584 $280K
Van Cleef Asset Management,Inc 0.03% No change 582 $279K
Satovsky Asset Management LLC 0.06% New 582 $279K
Pinnacle Financial Group, LLC / IL 0.08% Reduce -0.3% 581 $279K
Arcadia Wealth Management, Inc. 0.17% No change 580 $278K
Nilsine Partners, LLC 0.03% Reduce -10.5% 580 $278K
Yarger Wealth Strategies, LLC 0.13% Reduce -0.7% 578 $277K
Kanawha Capital Management LLC 0.02% Reduce -33.7% 578 $277K
Bensler, LLC 0.03% Reduce -46.7% 577 $277K
Oxler Private Wealth LLC 0.08% No change 577 $277K
Delta Asset Management LLC 0.02% Add +162.3% 577 $277K
Arcus Capital Partners, LLC 0.12% Add +12.6% 574 $275K
Headlands Technologies LLC 0.02% Add +265.0% 573 $275K
MY Wealth Management Inc. 0.24% No change 571 $274K
Rothschild Wealth LLC 0.06% Add +0.3% 571 $274K
SMART Wealth LLC 0.10% Reduce -10.8% 570 $274K
Traveka Wealth, LLC 0.12% No change 570 $273K
Capstone Wealth Management Group LLC 0.17% New 570 $273K
Janney Capital Management LLC 0.02% No change 569 $273K
Chartist Inc. 0.19% — 569 $273K
Siligmueller & Norvid Wealth Advisors LLC 0.12% New 569 $273K
Howard Bailey Securities, LLC 0.08% New 568 $272K
Silver Oak Advisory Group, Inc. 0.12% Reduce -10.6% 568 $272K
Sonata Capital Group Inc. 0.10% No change 567 $272K
Koss-Olinger Consulting, LLC 0.02% No change 620 $272K
Plan A Wealth LLC 0.14% Reduce -19.0% 567 $272K
KFG Wealth Management, LLC 0.04% No change 567 $272K
ABLE Financial Group, LLC 0.06% Reduce -4.2% 566 $271K
Joseph P. Lucia & Associates, LLC 0.10% No change 565 $271K
Parcion Private Wealth LLC 0.02% New 564 $271K
McCarthy & Cox 0.06% No change 562 $270K
Encompass More Asset Management 0.05% Reduce -5.1% 562 $270K
Stordahl Capital Management, Inc. 0.06% Reduce -4.3% 562 $270K
EFG Asset Management (Americas) Corp. 0.05% Reduce -43.3% 561 $269K
Family Capital Management, Inc. 0.13% Add +0.2% 561 $269K
Warburton Capital Management, LLC 0.16% New 558 $269K
Essential Planning, LLC. 0.09% Reduce -7.8% 559 $268K
O'ROURKE & COMPANY, Inc 0.11% Reduce -5.6% 559 $268K
Waddell & Associates, LLC 0.02% Add +7.7% 558 $268K
Fort Point Capital Partners LLC 0.03% Reduce -49.1% 557 $267K
Dearborn Partners LLC 0.01% New 557 $267K
Williams & Novak, LLC 0.20% New 555 $266K
Grey Ledge Advisors, LLC 0.06% Reduce -13.7% 554 $266K
Oak Asset Management, LLC 0.09% No change 551 $264K
Morangie Management LLC 0.23% No change 550 $264K
Sensible Money, LLC 0.09% No change 550 $264K
Osprey Private Wealth LLC 0.10% New 550 $264K
Atwood & Palmer Inc. 0.02% Add +19.4% 549 $263K
Frisch Financial Group, Inc. 0.06% No change 548 $263K
Wealth Management Nebraska 0.03% New 548 $263K
Stegner Investment Associates Inc. 0.14% No change 547 $262K
David J Yvars Group 0.14% No change 547 $262K
Corundum Group, Inc. 0.11% No change 547 $262K
Cathy Pareto & Associates, Inc. 0.20% Reduce -23.6% 546 $262K
Fairvoy Private Wealth, LLC 0.06% New 546 $262K
Stonebridge Capital Advisors LLC 0.02% New 546 $262K
Blackston Financial Advisory Group, LLC 0.16% Reduce -4.5% 545 $261K
Tactive Advisors, LLC 0.07% New 543 $260K
Cornerstone National Bank & Trust Co 0.11% Reduce -32.8% 542 $260K
LBMC Investment Advisors, LLC 0.02% No change 541 $259K
MeadowBrook Investment Advisors LLC 0.23% No change 540 $259K
Philip James Wealth Mangement, LLC 0.03% Add +0.2% 540 $259K
Baron Financial Group, LLC 0.14% No change 539 $259K
Capstone Financial Advisors, Inc. 0.01% No change 535 $257K
MorganRosel Wealth Management, LLC 0.07% No change 535 $257K
Magnolia Private Wealth, LLC 0.19% Reduce -3.1% 534 $256K
DecisionMap Wealth Management, LLC 0.16% No change 533 $256K
Stonebridge Financial Group, LLC 0.02% Add +2.5% 532 $255K
Investment Partners Asset Management, Inc. 0.17% Reduce -2.6% 532 $255K
M. Kraus & Co 0.07% No change 532 $255K
Stephenson & Company, Inc. 0.15% Reduce -9.2% 531 $255K
Heritage Wealth Management, Inc. 0.07% No change 531 $255K
SJS Investment Consulting Inc. 0.03% Add +8.8% 530 $254K
Tortoise Investment Management, LLC 0.02% Reduce -0.4% 530 $254K
Arlington Trust Co LLC 0.05% No change 528 $253K
American Money Management, LLC 0.04% Reduce -5.6% 527 $253K
Stenger Family Office, LLC 0.05% New 507 $253K
Total Clarity Wealth Management, Inc. 0.07% No change 524 $251K
Financial Council, LLC 0.11% Reduce -1.7% 523 $251K
Soundwatch Capital LLC 0.04% Reduce -18.3% 521 $250K
Trust Point Inc. 0.02% No change 521 $250K
Penney Financial, LLC 0.11% New 519 $249K
First Bank & Trust 0.04% Add +5.9% 519 $249K
Community Financial Services Group, LLC 0.05% No change 519 $249K
Aerodigm Wealth, LLC 0.10% No change 516 $249K
American State Bank (Iowa) 0.13% No change 517 $248K
Omega Financial Group, LLC 0.08% New 515 $247K
Old Port Advisors 0.06% Reduce -13.8% 513 $246K
Iams Wealth Management, LLC 0.10% Add +2.8% 512 $246K
PMG Family Office LLC 0.27% — 512 $246K
Kaufman Rossin Wealth, LLC 0.13% New 512 $246K
Security National Bank 0.04% Add +13.8% 512 $246K
Carson Advisory Inc. 0.13% Reduce -3.8% 511 $245K
Nottingham Advisors, Inc. 0.03% Add +0.2% 511 $245K
Bell Investment Advisors, Inc 0.04% Reduce -1.7% 508 $244K
West Paces Advisors Inc. 0.05% Reduce -3.1% 507 $243K
TCP Asset Management, LLC 0.04% New 507 $243K
Fairman Group, LLC 0.20% Reduce -7.7% 506 $243K
MBL Wealth, LLC 0.02% New 503 $241K
Tribridge Partners Financial LLC 0.11% No change 498 $241K
RPS Advisory Solutions LLC 0.12% Add +5.3% 500 $240K
Unified Investment Management 0.24% No change 500 $240K
American National Bank & Trust 0.02% No change 500 $240K
City National Bank of Florida 0.16% No change 498 $239K
Secured Retirement Advisors, LLC 0.13% No change 497 $238K
Traphagen Investment Advisors LLC 0.02% No change 497 $238K
One Degree Advisors Inc 0.07% New 496 $237K
CV Advisors LLC 0.07% No change 494 $237K
Stone House Investment Management, LLC 0.04% Add +8.3% 494 $237K
Valley Financial Group, Inc. 0.13% Reduce -10.4% 492 $236K
Albion Financial Group 0.01% Reduce -0.8% 490 $235K
Rathbones Group PLC 0.00% No change 490 $235K
Annandale Capital, LLC 0.04% No change 490 $235K
Alpha Financial Partners LLC 0.15% Reduce -12.1% 488 $234K
PCG Wealth Advisors, LLC 0.07% New 488 $234K
Mengis Capital Management, Inc. 0.05% No change 487 $234K
Twin Peaks Wealth Advisors, LLC 0.08% No change 486 $233K
Cadence Bank 0.01% New 486 $233K
Garden State Investment Advisory Services LLC 0.06% No change 485 $233K
L.K. Benson & Company, P.C. 0.13% No change 485 $233K
BAM Wealth Management, LLC 0.18% — 482 $231K
Astra Wealth Partners LLC 0.16% No change 481 $231K
Massachusetts Financial Services Co. 0.00% Reduce -15.9% 481 $231K
Orleans Capital Management Corp. 0.15% Reduce -21.9% 480 $230K
Harbour Trust & Investment Management Co 0.02% No change 480 $230K
XTX Topco Ltd 0.01% New 478 $229K
Fullcircle Wealth LLC 0.08% No change 462 $228K
West Wealth Group, LLC 0.05% New 476 $228K
Highland Capital Management, LLC 0.01% Reduce -4.0% 475 $228K
Total Investment Management Inc. 0.03% No change 474 $227K
Winnacle Wealth LLC 0.18% New 473 $227K
Axim Planning & Wealth 0.18% Reduce -4.6% 473 $227K
Roxbury Financial LLC 0.21% Reduce -0.6% 473 $227K
Gutierrez Wealth Advisory, LLC 0.14% No change 472 $226K
Stonehearth Capital Management, LLC 0.09% Reduce -14.1% 471 $226K
ARS Investment Partners, LLC 0.01% New 470 $226K
Burling Wealth Partners, LLC 0.04% New 470 $225K
Financial Harvest, LLC 0.15% New 469 $225K
Washington Trust Bank 0.02% Reduce -18.8% 468 $224K
Lee, Kelleher & Klein Wealth Management 0.14% New 468 $224K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -12.6% 467 $224K
Lanham O'Dell & Company, Inc. 0.07% New 466 $223K
Yeomans Consulting Group, Inc. 0.08% Reduce -23.1% 462 $223K
IMPACTfolio, LLC 0.10% No change 464 $223K
HRC Wealth Management, LLC 0.11% New 464 $222K
Stillwater Wealth Management Group 0.16% — 463 $222K
Northwest Financial Advisors 0.28% No change 462 $222K
Gitterman Wealth Management, LLC 0.05% No change 462 $221K
Ring Mountain Capital, LLC 0.12% No change 460 $221K
Whalen Wealth Management Inc. 0.13% Reduce -5.0% 460 $221K
Delta Financial Advisors LLC 0.06% New 458 $220K
IMS Capital Management 0.10% No change 457 $219K
One Wealth Capital Management, LLC 0.10% New 457 $219K
Leelyn Smith, LLC 0.03% Reduce -0.7% 457 $219K
EdgeRock Capital LLC 0.06% Reduce -3.4% 454 $218K
Fischer Financial Services, Inc. 0.06% New 454 $218K
Eaton-Cambridge Inc. 0.08% Reduce -1.7% 453 $217K
CJM Wealth Advisers, Ltd. 0.07% New 453 $217K
Sunesis Advisors, LLC 0.10% — 451 $216K
Doliver Advisors, LP 0.06% New 451 $216K
Financial Strategies Group, Inc. 0.04% New 431 $216K
All Terrain Financial Advisors, LLC 0.07% Reduce -4.7% 449 $215K
Asset Planning Corporation 0.10% New 448 $215K
Carmel Capital Partners, LLC 0.09% Reduce -8.4% 448 $215K
Courier Capital LLC 0.01% New 447 $215K
Old North State Wealth Management, LLC 0.10% New 444 $213K
Copperleaf Capital, LLC 0.10% New 445 $213K
Heritage Family Offices, LLP 0.10% New 444 $213K
International Private Wealth Advisors LLC 0.13% New 444 $213K
Lynch Asset Management, Inc. 0.07% No change 443 $212K
Capital Advisory Group Advisory Services, LLC 0.07% New 443 $212K
Atlas Brown,Inc. 0.06% New 443 $212K
Intrepid Financial Planning Group LLC 0.08% New 441 $212K
Affinity Wealth Management LLC 0.03% New 440 $211K
High Note Wealth, LLC 0.04% No change 439 $211K
Ignite Planners, LLC 0.03% New 437 $210K
Wellment Financial 0.25% New 437 $210K
Core Wealth Management, Inc. 0.07% New 435 $209K
Wealth Alliance, LLC 0.02% New 435 $209K
4J Wealth Management LLC 0.12% New 434 $208K
Sachetta, LLC 0.08% No change 429 $206K
Chancellor Financial Group WB LP 0.15% New 428 $205K
Cantor Fitzgerald Investment Advisors L.P. 0.01% Reduce -8.6% 428 $205K
Richardson Capital Management LLC 0.10% Add +4.9% 427 $205K
Red Spruce Capital, LLC 0.08% New 427 $205K
Advus Financial Partners, LLC 0.05% Reduce -16.4% 427 $205K
Legacy Trust 0.04% New 427 $205K
Financial Advisors, LLC 0.04% New 427 $205K
MBA Advisors LLC 0.09% New 426 $204K
Lowe Wealth Advisors, LLC 0.07% Reduce -0.7% 426 $204K
Abner Herrman & Brock LLC 0.02% New 425 $204K
Ameritas Investment Partners, Inc. 0.01% No change 425 $204K
Generation Capital Management LLC 0.15% New 424 $203K
New Insight Wealth Advisors 0.08% New 424 $203K
Beacon Investment Advisory Services, Inc. 0.01% Reduce -53.9% 424 $203K
LeConte Wealth Management, LLC 0.14% New 423 $203K
Mokosak Advisory Group, LLC 0.05% New 422 $203K
Duncker Streett & Co. Inc. 0.04% No change 421 $202K
Maryland Capital Advisors Inc. 0.07% No change 421 $202K
Family Investment Center, Inc. 0.04% New 420 $201K
Eq LLC 0.07% New 419 $201K
Crumly & Associates Inc. 0.04% New 419 $201K
TruNorth Capital Management, LLC 0.04% Add +301.0% 417 $200K
Elevate Wealth Advisory, Inc. 0.14% No change 408 $196K
EPG Wealth Management LLC 0.05% Reduce -14.5% 407 $195K
Trifecta Capital Advisors, LLC 0.03% No change 395 $189K
Proathlete Wealth Management LLC 0.05% Add +6.3% 385 $185K
Tidemark, LLC 0.05% No change 382 $183K
Bangor Savings Bank 0.01% No change 360 $173K
Paladin Advisory Group, LLC 0.13% Reduce -5.8% 354 $170K
SYM FINANCIAL Corp 0.02% No change 353 $169K
C M Bidwell & Associates Ltd. 0.08% No change 351 $168K
LGT Financial Advisors LLC 0.36% No change 349 $167K
Legacy Bridge, LLC 0.07% New 349 $167K
First Financial Corp. 0.07% No change 348 $167K
Caitlin John, LLC 0.12% New 346 $166K
Clean Yield Group 0.05% Reduce -14.8% 344 $165K
Tucker Asset Management LLC 0.05% Reduce -56.6% 340 $163K
Manning & Napier Advisors LLC 0.00% New 332 $159K
Sittner & Nelson, LLC 0.06% No change 331 $159K
Rakuten Securities, Inc. 0.06% Add +8.3% 328 $157K
Davis Capital Management 0.11% — 326 $156K
Founders Capital Management 0.08% No change 324 $155K
Citizens National Bank Trust Department 0.03% No change 313 $150K
Comprehensive Financial Planning, Inc. 0.10% No change 312 $150K
Pin Oak Investment Advisors Inc. 0.11% No change 309 $148K
FNY Investment Advisers, LLC 0.05% New 300 $143K
MassMutual Private Wealth & Trust, FSB 0.00% New 296 $142K
Godsey & Gibb, Inc. 0.01% No change 295 $141K
Valley Wealth Managers, Inc. 0.01% No change 293 $141K
POM Investment Strategies, LLC 0.08% New 290 $139K
Cary Street Partners Investment Advisory LLC 0.06% Reduce -0.7% 287 $138K
Wolff Wiese Magana LLC 0.08% No change 285 $137K
Financial Consulate, Inc. 0.02% New 284 $136K
Bradley & Co. Private Wealth Management, LLC 0.08% No change 284 $136K
Blue Bell Private Wealth Management, LLC 0.02% Add +38.5% 284 $136K
Creative Capital Management Investments LLC 0.04% New 281 $135K
Corsicana & Co. 0.07% — 277 $133K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $132K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $131K
Allianz SE 0.00% No change 272 $130K
Kozak & Associates, Inc. 0.03% Add +24.8% 272 $130K
Grand Wealth Management, LLC 0.06% No change 269 $129K
Bernard Wealth Management Corp. 0.05% No change 269 $129K
Kimelman & Baird, LLC 0.01% No change 261 $125K
Kennebec Savings Bank 0.11% New 258 $124K
Physician Wealth Advisors, Inc. 0.02% No change 258 $124K
Running Point Capital Advisors, LLC 0.03% No change 251 $120K
Roble, Belko & Company, Inc 0.02% Add +1830.8% 251 $120K
Cloud Capital Management, LLC 0.06% New 242 $116K
Ameriflex Group, Inc. 0.04% Reduce -71.7% 240 $115K
New Millennium Group LLC 0.05% Add +273.4% 239 $115K
Versant Capital Management, Inc 0.02% Add +27.6% 236 $113K
Clearstead Trust, LLC 0.02% No change 234 $112K
Rice Partnership, LLC 0.02% Add +162.1% 228 $109K
Barclays PLC 0.00% No change 227 $109K
Hopwood Financial Services, Inc. 0.07% Reduce -3.0% 224 $107K
Insight Inv LLC 0.06% No change 223 $107K
Whipplewood Advisors, LLC 0.07% Reduce -93.3% 220 $106K
Tompkins Financial Corp. 0.01% Add +19.4% 215 $103K
Bellevue Asset Management, LLC 0.04% Add +21.2% 200 $96K
GW&K Investment Management, LLC 0.00% No change 200 $96K
Luken Investment Analytics, LLC 0.04% Reduce -2.4% 200 $96K
Palisade Asset Management, LLC 0.01% New 192 $92K
Cypress Capital Management LLC (WY) 0.09% No change 180 $86K
Hoey Investments, Inc. 0.01% No change 177 $85K
Noble Wealth Management PBC 0.04% — 172 $82K
Tradewinds Capital Management, LLC 0.02% Reduce -7.1% 171 $82K
MTM Investment Management, LLC 0.03% No change 171 $82K
Red Lighthouse Investment Management, LLC 0.03% No change 171 $82K
Field & Main Bank 0.02% No change 170 $82K
Centennial Bank 0.03% New 163 $78K
Retirement Wealth Solutions LLC 0.05% No change 158 $76K
Princeton Global Asset Management LLC 0.01% No change 156 $75K
City Holding Co. 0.01% Reduce -5.5% 156 $75K
KERR FINANCIAL PLANNING Corp 0.10% — 153 $74K
GGM Financial LLC 0.04% New 153 $74K
Morris Financial Concepts, Inc. 0.03% Reduce -2.6% 152 $73K
MPWM Advisory Solutions, LLC 0.04% No change 151 $72K
Concord Wealth Partners 0.01% No change 150 $72K
one8zero8, LLC 0.02% No change 148 $71K
Toronto Dominion Bank 0.00% Add +72.6% 145 $69K
Morton Brown Family Wealth, LLC 0.02% No change 143 $69K
Darwin Wealth Management, LLC 0.02% Add +7.6% 142 $68K
Pension & Wealth Management Advisors, Inc. 0.02% No change 140 $67K
CoreFirst Bank & Trust 0.04% Reduce -12.5% 140 $67K
Alerus Financial NA 0.00% Add +13.8% 140 $67K
Pacific Center for Financial Services 0.02% No change 139 $67K
Frazier Financial Advisors, LLC 0.04% Add +17.9% 132 $63K
Bear Mountain Capital, Inc. 0.02% No change 129 $62K
Grove Bank & Trust 0.01% No change 129 $62K
Morling Financial Advisors, LLC 0.02% New 128 $61K
Painted Porch Advisors LLC 0.02% Reduce -43.0% 127 $61K
Orion Capital Management LLC 0.02% No change 127 $61K
Aventura Private Wealth, LLC 0.02% Reduce -19.6% 123 $59K
Rosenberg Matthew Hamilton 0.01% No change 123 $59K
Richards, Merrill & Peterson, Inc. 0.03% No change 121 $58K
Legacy Wealth Managment, LLC 0.03% Reduce -20.5% 120 $58K
Stuart Chaussee & Associates, Inc. 0.01% No change 116 $56K
Evelyn Partners Investment Management Services Ltd 0.01% New 112 $54K
WealthCollab, LLC 0.02% New 102 $49K
Kings Path Partners LLC 0.02% New 102 $49K
Essential Partners LLC 0.02% No change 100 $48K
Monetary Management Group Inc. 0.01% Reduce -4.8% 100 $48K
Old Second National Bank of Aurora 0.01% Reduce -23.1% 100 $48K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $48K
Barnes Dennig Private Wealth Management LLC 0.05% No change 98 $47K
Arvest Investments, Inc. 0.01% No change 98 $47K
First Community Trust NA 0.04% Add +708.3% 97 $47K
Family Legacy Financial Solutions, LLC 0.03% New 95 $46K
Redwood Park Advisors LLC 0.03% Reduce -25.8% 92 $44K
Ulland Investment Advisors, LLC 0.03% No change 90 $43K
TOWER TRUST & INVESTMENT Co 0.03% Reduce -88.0% 88 $42K
Costello Asset Management, INC 0.01% No change 82 $40K
Keener Financial Planning LLC 0.02% No change 83 $39K
Cardinal Strategic Wealth Guidance 0.01% No change 80 $38K
Friedenthal Financial 0.02% New 80 $38K
Ramirez Asset Management, Inc. 0.01% New 80 $38K
Smallwood Wealth Investment Management, LLC 0.02% No change 78 $37K
Resources Management Corp. /CT/ 0.00% No change 75 $36K
Kilter Group LLC 0.02% No change 75 $36K
Mowery & Schoenfeld Wealth Management, LLC 0.06% No change 74 $35K
Biltmore Family Office, LLC 0.00% No change 71 $34K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 70 $34K
Riverview Trust Co 0.04% No change 64 $31K
Accredited Wealth Management, LLC 0.02% Add +14.3% 72 $30K
Vermillion & White Wealth Management Group, LLC 0.02% No change 62 $30K
Prudent Man Investment Management, Inc. 0.02% No change 72 $30K
Family Manage LLC 0.00% No change 60 $29K
Kentucky Trust Co 0.01% No change 56 $27K
AllSquare Wealth Management LLC 0.01% No change 56 $27K
Turning Point Benefit Group, Inc. 0.02% New 53 $26K
HighMark Wealth Management LLC 0.01% No change 50 $24K
Crowley Wealth Management, Inc. 0.02% No change 50 $24K
Peachtree Investment Partners, LLC 0.01% No change 50 $24K
Curio Wealth, LLC 0.01% No change 47 $23K
North Capital, Inc. 0.02% Add +2.2% 46 $22K
Optimum Investment Advisors 0.01% No change 46 $22K
Y.D. More Investments Ltd 0.00% No change 44 $21K
TCTC Holdings, LLC 0.00% No change 42 $20K
Sherman Asset Management, Inc. 0.02% No change 41 $20K
Clarity Asset Management, Inc. 0.01% New 40 $19K
MJT & Associates Financial Advisory Group, Inc. 0.02% Reduce -31.0% 40 $19K
Van Den Berg Management I, Inc. 0.00% Reduce -9.3% 39 $19K
Nvwm, LLC 0.00% Reduce -79.5% 38 $18K
Clark Wealth Partners 0.01% No change 37 $18K
ROSS\JOHNSON & Associates LLC 0.34% No change 37 $18K
Carolina Wealth Advisors, LLC 0.01% New 37 $18K
Pineridge Advisors LLC 0.01% No change 36 $17K
Elevation Wealth Partners, LLC 0.01% New 36 $17K
Dogwood Wealth Management LLC 0.01% No change 32 $15K
Nova Wealth Management, Inc. 0.01% No change 32 $15K
Pathway Financial Advisers, LLC 0.00% New 31 $14K
Evelyn Partners Asset Management Ltd 0.00% No change 27 $13K
DecisionPoint Financial, LLC 0.00% Reduce -7.4% 25 $12K
Chesapeake Asset Management LLC 0.01% No change 25 $12K
Sterling Capital Management LLC 0.00% No change 25 $12K
American Wealth Advisors, LLC 0.01% — 22 $11K
Central Pacific Bank - Trust Division 0.00% No change 22 $11K
Cornerstone Planning Group LLC 0.00% New 13 $10K
Anfield Capital Management, LLC 0.00% Reduce -72.7% 21 $10K
Greykasell Wealth Strategies, Inc. 0.00% New 20 $10K
Mechanics Financial Corp 0.00% No change 20 $10K
Raffa Wealth Management, LLC 0.00% Reduce -13.6% 19 $9K
SIMA Wealth Partners, LLC 0.01% No change 17 $8K
Front Row Advisors LLC 0.00% No change 17 $8K
Compass Financial Services Inc 0.00% New 17 $8K
NWK Group, Inc. 0.00% No change 17 $8K
Steigerwald, Gordon & Koch Inc. 0.00% New 17 $8K
Team Financial Group, LLC 0.00% No change 15 $7K
Guerra Advisors Inc 0.00% New 13 $6K
Wallace Hart LLC 0.00% No change 13 $6K
Vision Financial Markets LLC 0.01% No change 13 $6K
Bfsg, LLC 0.00% No change 12 $6K
Bulwark Capital Corp 0.00% Reduce -90.3% 12 $6K
Byrne Asset Management LLC 0.00% No change 10 $5K
Quent Capital, LLC 0.00% New 10 $5K
Lowe Brockenbrough & Co. Inc. 0.00% No change 10 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -99.9% 7 $3K
Global Trust Asset Management, LLC 0.00% No change 7 $3K
Delos Wealth Advisors, LLC 0.00% Reduce -83.9% 5 $2K
Kiker Wealth Management, LLC 0.00% New 5 $2K
1 North Wealth Services LLC 0.00% No change 5 $2K
Groupe la Francaise 0.00% New 5 $2K
Pflug Koory, LLC 0.00% Reduce -63.6% 4 $2K
Spurstone Advisory Services, LLC 0.03% No change 4 $2K
Luminist Capital LLC 0.00% No change 3 $1K
Arcadia Investment Management Corp. 0.00% New 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.