Vanguard Mrngstar GR ETF-SuiVUGETF

13F holders, Q4 2025 (December 31)
2,822holders +217
108new positions
80sold out
8famous investors
$482.49avg. 13F price*

At the end of Q4 2025, 2,822 institutions reported holding Vanguard Mrngstar GR ETF-Sui (VUG) in their 13F filings, up 217 from Q3 2025. 108 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($23.4B), Jones Financial Companies LLLP ($19.2B) and Morgan Stanley ($7.0B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$243.8M
Exits80$114.9M

All 13F filers, Q3 2025 → Q4 2025: 11,407,491 shares bought and 4,740,229 shares sold, net +6,667,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,822 holders

Bank of America Corp. 1.70% Add +1.7% 47,877,294 $23.4B
Jones Financial Companies LLLP 11.71% Add +11.8% 39,381,983 $19.2B
Morgan Stanley 0.42% Reduce -2.6% 14,385,761 $7.0B
Envestnet Asset Management Inc. 1.11% Reduce -8.0% 7,655,628 $3.7B
Financial Engines Advisors L.L.C. 6.00% Reduce -4.7% 6,494,674 $3.2B
UBS Group AG 0.54% Reduce -3.3% 5,614,562 $2.7B
LPL Financial LLC 0.73% Add +0.4% 5,490,898 $2.7B
Wells Fargo & Company 0.41% Add +2.6% 4,323,203 $2.1B
Ameriprise Financial Inc. 0.43% Add +0.5% 3,886,318 $1.9B
Tiaa Trust, National Association 4.21% Add +2.6% 3,601,607 $1.8B
EP Wealth Advisors, LLC 8.78% — 3,464,230 $1.7B
Raymond James Financial Inc. 0.51% Add +30.9% 3,328,639 $1.6B
FMR LLC 0.06% Reduce -1.2% 2,589,110 $1.3B
Mill Creek Capital Advisors, LLC 24.67% Reduce -1.7% 2,481,930 $1.2B
PNC Financial Services Group, Inc. 0.61% Reduce -1.8% 2,286,543 $1.1B
Rwa Wealth Partners, LLC 11.95% Add +3.7% 2,240,580 $1.1B
Royal Bank of Canada 0.19% Add +0.6% 2,187,648 $1.1B
Cetera Investment Advisers 1.13% Add +2.3% 2,124,059 $1.0B
Bank of New York Mellon Corp 0.16% Reduce -0.9% 1,913,713 $933.6M
Mariner, LLC 1.06% Add +2.4% 1,832,360 $893.9M
JPMorgan Chase & Co. 0.06% Add +3.0% 1,792,931 $874.7M
D.A. Davidson & Co. 5.30% Reduce -0.0% 1,773,369 $865.2M
Northwestern Mutual Wealth Management Co. 0.54% Reduce -1.4% 1,751,624 $854.5M
Commonwealth Equity Services, LLC 1.07% Reduce -3.5% 1,651,530 $805.7M
Balentine LLC 29.44% Add +5.0% 1,590,672 $776.0M
HighTower Advisors, LLC 0.84% Reduce -1.3% 1,576,796 $769.3M
Provida Pension Fund Administrator 13.10% Add +3.4% 1,552,193 $757.3M
Sei Investments Co. 0.70% Reduce -0.6% 1,456,421 $710.5M
Corient Private Wealth LP 0.96% Add +2.5% 1,440,139 $702.6M
Moneta Group Investment Advisors LLC 5.06% Reduce -0.1% 1,370,951 $668.8M
Captrust Financial Advisors 1.22% Reduce -10.6% 1,310,572 $639.4M
Performance Wealth Partners, LLC 16.92% Reduce -0.9% 1,279,517 $624.2M
Modera Wealth Management, LLC 6.75% Reduce -1.8% 1,196,788 $583.9M
Goldman Sachs Group Inc. 0.08% Add +1.0% 1,180,163 $575.8M
Vantagepoint Investment Advisers LLC 4.27% Add +1.2% 1,087,893 $530.7M
Truist Financial Corp. 0.70% Add +2.1% 1,078,000 $525.9M
Osaic Holdings, Inc. 0.73% Add +2.1% 1,028,568 $502.2M
Signature Estate & Investment Advisors LLC 10.09% Add +0.7% 1,025,872 $500.5M
Choreo, LLC 6.37% Reduce -0.2% 1,016,084 $499.6M
Mission Wealth Management, LP 9.75% Reduce -4.1% 981,225 $478.7M
Citigroup Inc. 0.31% Add +6.5% 934,721 $456.0M
CBIZ Investment Advisory Services, LLC 15.27% Add +0.0% 827,704 $403.8M
Merit Financial Group, LLC 3.20% Add +0.9% 817,895 $399.0M
Two Sigma Investments, LP 0.63% Reduce -5.7% 816,840 $398.5M
Equitable Holdings, Inc. 2.64% Reduce -8.4% 792,014 $386.4M
MML Investors Services, LLC 0.92% Add +4.9% 773,761 $377.5M
Stifel Financial Corp. 0.33% Reduce -0.7% 741,333 $361.7M
Waverly Advisors, LLC 2.91% Add +0.5% 736,666 $359.4M
Focus Partners Wealth 0.39% Add +23.8% 706,264 $340.7M
Sanctuary Advisors, LLC 1.84% Add +4.0% 691,736 $337.5M
Lincoln National Corp. 9.50% Reduce -1.2% 666,181 $325.0M
Cwm, LLC 0.85% Add +24.0% 643,577 $314.0M
Coldstream Capital Management Inc. 3.96% Reduce -3.0% 625,220 $305.0M
Baird Financial Group, Inc. 0.48% Add +6.0% 625,110 $305.0M
Wealth Enhancement Advisory Services, LLC 0.40% Add +2.4% 608,419 $298.3M
Cullen/Frost Bankers, Inc. 3.28% Add +5.7% 610,480 $297.8M
Wealthspire Advisors, LLC 2.33% Reduce -35.0% 599,927 $292.7M
Rockefeller Capital Management L.P. 0.52% Add +40.6% 592,916 $289.3M
Waldron Private Wealth LLC 11.41% Add +3.8% 591,692 $288.7M
Bell Bank 12.31% Add +3.9% 590,640 $288.1M
Charles Schwab Investment Management Inc. 0.04% Reduce -3.5% 588,771 $287.2M
Kestra Advisory Services, LLC 1.16% Add +13.7% 574,349 $280.2M
Cerity Partners LLC 0.40% Reduce -2.9% 556,035 $271.3M
United Capital Financial Advisors, LLC 1.60% Add +1.7% 542,351 $264.6M
Alliancebernstein L.P. 0.08% Reduce -2.5% 536,198 $261.6M
Retirement Investment Advisors, Inc. 20.71% Reduce -0.3% 526,861 $257.0M
Beacon Pointe Advisors, LLC 1.79% Add +10.3% 522,057 $254.7M
Cambridge Investment Research Advisors, Inc. 0.66% Add +2.4% 512,844 $250.2M
Assetmark, Inc. 0.51% Add +3.1% 509,821 $248.7M
Mather Group, Llc. 2.45% Reduce -0.2% 487,825 $238.0M
Private Advisor Group, LLC 1.07% Add +5.0% 464,381 $226.6M
Garde Capital, Inc. 13.03% Reduce -0.8% 450,769 $219.9M
Avior Wealth Management, LLC 6.80% Add +1.5% 447,284 $218.2M
Invictus Private Wealth, LLC 12.38% Add +1.4% 419,131 $204.5M
Truepoint, Inc. 4.54% Reduce -1.7% 413,468 $201.7M
Brookstone Capital Management 2.28% Add +1.9% 409,394 $199.7M
Woodmont Investment Counsel LLC 12.42% Add +3.4% 406,187 $198.2M
NewEdge Advisors, LLC 0.72% Add +1.0% 405,902 $198.0M
Creative Planning 0.13% Add +22.2% 379,265 $185.0M
BOK Financial Private Wealth, Inc. 10.72% Reduce -8.7% 359,171 $175.2M
Japan Science & Technology Agency 3.15% No change 350,953 $171.2M
Bank of Hawaii 8.37% Add +1.8% 347,034 $169.3M
Natixis Advisors, LLC 0.23% Add +3.3% 777,791 $162.7M
Mosaic Family Wealth Partners, LLC 17.66% Add +0.8% 329,844 $160.9M
Bessemer Group Inc. 0.25% Add +33.5% 327,710 $159.9M
Cornerstone Management, Inc. 25.55% Reduce -2.9% 321,170 $156.7M
Rezny Wealth Management, Inc. 33.75% Add +1.3% 320,962 $156.6M
Simon Quick Advisors, LLC 6.82% Add +12.6% 320,457 $156.3M
Stephens Group Asset Management, LLC 10.35% Add +0.5% 317,708 $155.0M
Orion Porfolio Solutions, LLC 1.13% Add +9.9% 316,871 $154.6M
Betterment LLC 0.29% Add +2.9% 314,854 $153.6M
Sequoia Financial Advisors, LLC 0.84% Add +15.5% 309,261 $150.9M
Mercer Global Advisors Inc. 0.23% Reduce -7.8% 308,007 $149.8M
&partners 0.77% Add +26.9% 300,632 $146.7M
Howard Capital Management, LLC 1.87% Reduce -0.2% 296,447 $144.6M
US Bancorp \de 0.17% Reduce -3.0% 292,462 $142.7M
Venturi Wealth Management, LLC 6.27% Reduce -0.3% 289,434 $141.2M
Everhart Financial Group, Inc. 12.86% Add +8.4% 284,541 $138.8M
Glenmede Trust Co. NA 0.62% — 267,583 $130.5M
Financial Synergies Wealth Advisors, Inc. 12.37% Add +0.3% 262,647 $128.1M
Strategies Wealth Advisors, LLC 12.81% Reduce -1.0% 262,150 $127.9M
Becker Capital Management Inc. 3.59% Add +2.1% 257,227 $125.5M
Arax Advisory Partners 3.56% New 250,815 $122.4M
Blair William & Co. 0.33% Add +23.6% 249,896 $121.9M
Mountain Capital Investment Advisors Inc. 19.64% Add +3.9% 251,790 $121.7M
Relyea Zuckerberg Hanson LLC 11.99% Reduce -0.3% 243,326 $118.7M
Summit Financial, LLC 1.74% Add +4.6% 243,232 $118.7M
CENTRAL TRUST Co 2.30% Reduce -1.7% 240,299 $117.2M
White Lighthouse Investment Management Inc. 16.36% Add +0.9% 240,210 $117.2M
RMR Wealth Builders 9.30% Add +1.5% 238,376 $116.3M
Trust Co of Tennessee 22.85% Reduce -0.6% 235,723 $115.0M
Martel Wealth Advisors LLC 19.07% Reduce -0.3% 228,862 $111.7M
71 West Capital Partners 5.13% — 228,527 $111.5M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.88% Reduce -0.3% 228,416 $111.4M
Steward Partners Investment Advisory, LLC 0.61% Add +0.4% 227,342 $110.9M
Brandywine Oak Private Wealth LLC 9.17% Add +0.7% 224,017 $109.3M
Kensington Asset Management, LLC 5.61% No change 220,810 $108.6M
HCR Wealth Advisors 10.50% Add +0.1% 217,235 $106.0M
Pinnacle Financial Partners, Inc. 0.79% — 213,783 $104.3M
Cary Street Partners Financial LLC 2.54% Reduce -1.2% 231,026 $102.5M
Members Trust Co 3.24% Reduce -0.1% 203,891 $99.5M
CSM Advisors, LLC 2.68% Add +0.1% 201,497 $98.3M
Clark Asset Management, LLC 10.06% Add +2.1% 198,665 $96.9M
Envestnet Portfolio Solutions, Inc. 0.34% Add +8.6% 197,979 $96.6M
Pathway Financial Advisors LLC 12.08% Add +3.3% 196,117 $96.1M
Allworth Financial LP 0.39% Add +2.8% 196,274 $95.8M
Vista Capital Partners, Inc. 9.35% Reduce -4.2% 194,217 $94.8M
EverSource Wealth Advisors, LLC 3.47% Add +7.3% 192,796 $94.1M
Vanguard Group Inc. 0.00% Add +1.4% 192,097 $93.7M
CreativeOne Wealth, LLC 2.26% Add +0.6% 191,065 $93.2M
One Day In July LLC 7.63% Add +2.1% 190,484 $92.9M
Cresset Asset Management, LLC 0.39% Add +1.0% 188,912 $92.2M
Advisors Capital Management, LLC 1.10% Add +11.0% 188,852 $92.1M
Parkway Wealth Management Group, LLC 12.33% — 188,429 $91.9M
Fifth Third Bancorp 0.29% Reduce -7.4% 184,006 $89.8M
Lido Advisors, LLC 0.35% Add +27.1% 181,934 $88.6M
Exchange Traded Concepts, LLC 0.73% Add +10.3% 180,365 $88.0M
Pasadena Private Wealth, LLC 12.03% Add +0.9% 179,724 $87.7M
Northern Trust Corp. 0.01% Reduce -0.7% 177,130 $86.4M
Crane Advisory, LLC 13.04% Add +2.3% 175,086 $86.2M
Bleakley Financial Group, LLC 1.49% Add +613.5% 176,241 $86.0M
Silvercrest Asset Management Group LLC 0.58% Add +5.0% 171,961 $83.9M
UMB Bank, n.a. 1.10% Add +492.8% 169,023 $82.5M
Cahill Financial Advisors Inc. 8.96% Add +191.8% 455,261 $82.0M
Stevens Capital Partners 21.41% Add +6.5% 167,647 $81.8M
Kestra Private Wealth Services, LLC 1.01% Add +2.3% 166,796 $81.4M
McIlrath & Eck, LLC 7.35% Reduce -1.6% 162,275 $79.2M
Permanens Capital L.P. 10.28% Reduce -36.3% 161,547 $78.8M
Venture Visionary Partners LLC 2.57% Reduce -1.7% 160,721 $78.5M
Pathstone Holdings, LLC 0.30% Reduce -3.5% 159,836 $78.0M
Janney Montgomery Scott LLC 0.18% Reduce -1.8% 157,828 $77.0M
Florida Trust Wealth Management Co 2.11% Reduce -0.2% 156,960 $76.6M
Signaturefd, LLC 1.16% Reduce -1.8% 155,481 $75.9M
Atria Investments, Inc 0.86% Reduce -5.1% 155,270 $75.8M
Hirtle & Co., LLC 2.88% Reduce -1.4% 153,555 $74.9M
Wellington Management Group LLP 0.01% Add +1400.7% 151,507 $73.9M
Chicago Partners Investment Group LLC 1.77% Add +0.8% 148,649 $71.9M
Sage Financial Group Inc. 4.65% Reduce -3.0% 144,167 $70.3M
Blue Edge Capital, LLC 9.38% Add +1.5% 143,736 $70.1M
Presilium Private Wealth, LLC 12.78% Add +0.4% 143,401 $70.0M
Nadler Financial Group, Inc. 6.48% Reduce -0.5% 142,785 $69.7M
Inspirion Wealth Advisors, LLC 8.47% Add +9.7% 141,720 $69.1M
Brickley Wealth Management 11.61% Reduce -1.8% 141,198 $68.9M
Destination Wealth Management 1.80% Reduce -3.5% 141,104 $68.8M
Strategic Investment Solutions, Inc. 16.55% Add +2.4% 140,778 $68.8M
Bokf, NA 1.05% Reduce -1.9% 140,202 $68.4M
Trustmark Bank Trust Department 4.31% Add +1.8% 140,010 $68.3M
Stephens Inc. 0.85% Add +3.3% 139,581 $68.1M
Condor Capital Management 5.47% Reduce -2.4% 138,428 $67.5M
Magnus Financial Group LLC 5.17% Add +2.6% 138,166 $67.4M
Thrivent Financial for Lutherans 0.12% Add +411.2% 137,601 $67.2M
DAVENPORT & Co LLC 0.36% Add +3.0% 135,982 $66.3M
Comerica Bank 0.26% Add +1.0% 135,476 $66.1M
AQR Capital Management 0.03% Add +16.5% 135,411 $66.1M
Affinity Capital Advisors, LLC 9.13% Add +4.8% 135,179 $65.9M
Gleason Group, Inc. 6.46% Reduce -0.7% 135,137 $65.9M
Partners in Financial Planning 11.07% Reduce -3.5% 134,018 $65.4M
Bank of Montreal 0.03% Add +2.1% 133,850 $65.3M
Trust Co 6.05% Add +0.8% 132,291 $64.5M
Checchi Capital Advisers, LLC 4.36% Reduce -3.4% 131,460 $64.1M
Systematic Alpha Investments, LLC 1.99% No change 130,672 $63.7M
IFP Advisors, Inc 1.39% Add +0.3% 127,121 $62.0M
Quantum Financial Planning Services, Inc. 22.17% Add +2.3% 125,393 $61.2M
Franklin Resources Inc. 0.02% Add +20.9% 124,656 $60.8M
Strategic Investment Advisors / MI 5.26% Add +34.8% 124,581 $60.8M
Concurrent Investment Advisors, LLC 0.69% Add +15.5% 123,306 $60.2M
Connecticut Wealth Management, LLC 2.61% Reduce -0.3% 123,276 $60.1M
Principle Wealth Partners LLC 3.37% Reduce -4.2% 122,440 $59.7M
Rolek Wealth Management LLC 39.97% Add +1.6% 119,495 $58.3M
Vise Technologies, Inc. 1.14% Add +188.4% 119,316 $58.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.39% Reduce -1.6% 118,818 $58.0M
Grey Fox Wealth Advisors, LLC 11.82% Reduce -2.1% 118,405 $57.8M
PFG Advisors 2.79% Reduce -14.8% 117,736 $57.4M
SP Asset Management LLC 4.47% Reduce -0.1% 115,844 $56.5M
MAI Capital Management 0.32% Add +5.5% 114,772 $56.0M
Chaney Capital Management, Inc. 19.08% Reduce -1.6% 113,332 $55.3M
M&T Bank Corp 0.18% Add +3.5% 113,131 $55.2M
Golden Road Advisors LLC 31.16% Add +3.5% 112,188 $54.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 3.27% Add +3.0% 112,136 $54.7M
Foundations Investment Advisors, LLC 0.72% Reduce -2.7% 111,967 $54.6M
Quantinno Capital Management LP 0.11% Add +40.8% 110,289 $53.8M
Summit Financial Wealth Advisors, LLC 7.68% Reduce -2.3% 110,018 $53.7M
TL Private Wealth 20.54% Reduce -1.4% 108,682 $53.4M
American Trust 4.46% Add +9.1% 108,857 $53.1M
Wealth Analytics Partners, LLC 20.60% — 107,670 $52.5M
Fee-Only Financial Planning, L.C. 30.43% Reduce -2.0% 107,003 $52.2M
MBM Wealth Consultants, LLC 12.27% Reduce -0.9% 105,757 $51.6M
CFS Investment Advisory Services, LLC 3.77% Reduce -0.5% 105,736 $51.6M
Wealthfront Advisers LLC 0.11% Add +1.7% 105,173 $51.3M
Bishop & Co Investment Management, LLC 16.64% Reduce -0.6% 102,981 $50.2M
Dodds Wealth, LLC 12.30% Reduce -2.1% 102,781 $50.1M
Brown Advisory Inc. 0.07% Add +43.5% 102,530 $50.0M
Rise Advisors, LLC 17.64% Add +10.7% 101,388 $49.5M
Jacobsen Capital Management 16.12% Reduce -0.4% 101,169 $49.4M
Exencial Wealth Advisors, LLC 1.56% Add +2.5% 100,995 $49.3M
Strata Wealth Advisors, LLC 13.54% Reduce -5.7% 99,767 $48.7M
Cornerstone Wealth Advisors, Inc. 11.31% Add +0.6% 99,655 $48.6M
Old Mission Investment Co LLC 11.55% Reduce -6.7% 98,861 $48.2M
Duncan Williams Asset Management, LLC 11.96% Add +1.6% 102,995 $48.1M
Global Retirement Partners, LLC 0.85% Add +78.0% 98,543 $48.1M
Root Financial Partners, LLC 2.48% Add +31.7% 98,538 $48.1M
Perigon Wealth Management, LLC 0.85% Add +7.7% 97,191 $47.4M
Global Strategic Investment Solutions, LLC 4.63% Reduce -0.2% 97,092 $47.4M
Mainsail Asset Management, LLC 20.23% Add +3.0% 96,781 $47.2M
First Pacific Financial 6.08% Reduce -1.3% 95,394 $46.5M
Marino, Stram & Associates LLC 8.40% Add +6.6% 95,335 $46.5M
Ocean Park Asset Management, LLC 2.17% Add +28.1% 94,697 $46.2M
Mitchell McLeod Pugh & Williams Inc. 6.56% Add +8.9% 98,009 $45.9M
First Horizon Corp. 2.05% Add +7.5% 94,103 $45.9M
JNBA Financial Advisors 4.01% Reduce -0.5% 94,079 $45.9M
Certified Advisory Corp 4.15% Add +0.7% 93,213 $45.5M
Gotham Asset Management 0.16% Add +11.5% 92,450 $45.1M
Black Diamond Financial, LLC 4.73% Reduce -2.0% 91,970 $44.9M
GenWealth Group, Inc. 7.62% Add +3.5% 91,201 $44.7M
OpenArc Corporate Advisory, LLC 0.74% — 91,484 $44.6M
Wolff Financial Management LLC 10.03% Add +0.5% 91,456 $44.6M
Ieq Capital, LLC 0.13% Reduce -2.9% 91,365 $44.6M
AE Wealth Management LLC 0.25% Reduce -2.1% 90,923 $44.4M
Tritonpoint Wealth, LLC 4.49% Reduce -1.7% 90,782 $44.3M
Cambridge Associates LLC /Ma/ 0.71% Reduce -13.3% 89,359 $43.6M
Strategic Blueprint, LLC 2.58% Reduce -1.2% 89,331 $43.6M
Savant Capital, LLC 0.25% Reduce -62.4% 89,129 $43.5M
Destiny Wealth Partners, LLC 4.99% Add +6.8% 89,310 $43.5M
Mgo One Seven LLC 0.88% Add +2.7% 88,670 $43.3M
Wealth Management Strategies, Inc. 19.65% Add +6.0% 87,465 $42.7M
B. Riley Wealth Advisors, Inc. 1.99% Reduce -1.8% 86,464 $42.2M
Sandbox Financial Partners, LLC 11.64% Add +4.1% 86,195 $42.1M
Newton One Investments LLC 12.33% Reduce -2.9% 85,702 $41.8M
Nwam LLC 2.33% Reduce -2.7% 85,751 $41.8M
GoalVest Advisory LLC 7.89% Add +5.7% 84,385 $41.2M
Scott Capital Advisors, LLC 8.98% Reduce -1.1% 83,059 $40.5M
Stratos Investment Management, LLC 1.61% Reduce -1.2% 82,474 $40.2M
Legacies Wealth LLC 22.49% Reduce -2.2% 81,561 $39.8M
Fifth Third Securities, Inc. 2.57% Reduce -1.3% 80,658 $39.4M
Beacon Capital Management, LLC 6.08% Reduce -5.2% 80,407 $39.2M
American Investment Services, Inc. 8.97% Reduce -0.7% 79,205 $38.6M
Lake Street Private Wealth, LLC 4.74% Add +2.2% 79,105 $38.6M
Marble Wealth, LLC 5.31% — 78,323 $38.2M
Joel Isaacson & Co., LLC 1.26% Add +0.2% 78,164 $38.1M
Harbour Investments, Inc. 0.76% Add +8.6% 77,250 $37.7M
TD Capital Management LLC 3.34% Reduce -0.6% 77,079 $37.6M
HB Wealth Management, LLC 0.24% Reduce -1.1% 76,627 $37.4M
Compound Planning, Inc. 1.10% Reduce -5.4% 76,108 $37.1M
McNamara Financial Services, Inc. 7.04% Add +5219.7% 76,072 $37.1M
Pure Financial Advisors, LLC 0.55% Add +0.5% 75,837 $37.0M
Wealthspan Partners, LLC 13.45% Reduce -3.9% 75,755 $37.0M
BlackRock, Inc. 0.00% Add +339.8% 75,453 $36.8M
Arcadia Wealth Management, LLC 13.69% Add +10.4% 75,435 $36.8M
Prospera Financial Services Inc 0.60% Add +1.4% 74,235 $36.2M
Retirement Planning Group, LLC 1.19% Reduce -11.7% 74,036 $36.1M
Tobias Financial Advisors, Inc. 5.08% Reduce -0.9% 73,738 $36.0M
Advisory Services Network, LLC 0.51% Add +9.3% 73,718 $36.0M
Alpine Bank Wealth Management 5.08% Reduce -0.8% 73,627 $35.9M
Aire Advisors, LLC 6.56% Reduce -1.2% 73,520 $35.9M
Anderson Hoagland & Co. 3.07% Reduce -2.4% 73,181 $35.7M
Karpus Management, Inc. 1.09% Add +1.6% 72,958 $35.6M
Legacy Financial Group, Inc. 9.24% Reduce -4.1% 72,250 $35.2M
Evolution Advisers, Inc. 15.00% Add +2.2% 71,017 $34.6M
Bragg Financial Advisors, Inc 1.13% Add +6.6% 70,951 $34.6M
Financial Advisory Partners, LLC 9.64% Add +0.4% 70,041 $34.2M
Tilson Financial Group, Inc. 10.45% Add +0.9% 69,625 $34.0M
Kingsview Wealth Management, LLC 0.49% Add +31.6% 69,454 $33.9M
CoreCap Advisors, LLC 1.18% Reduce -0.8% 69,423 $33.9M
Mesirow Financial Investment Management, Inc. 0.69% Reduce -26.6% 68,531 $33.4M
Blankinship & Foster, LLC 7.23% Reduce -2.3% 68,535 $33.4M
Decker Wealth Management LLC 7.29% — 68,039 $33.2M
Penserra Capital Management LLC 0.39% Reduce -27.6% 67,949 $33.1M
Everett Harris & Co. 0.40% Add +1.2% 67,839 $33.1M
Cambridge Capital Management, LLC 14.78% Reduce -2.1% 67,467 $32.9M
Great Valley Advisor Group, Inc. 0.63% Reduce -0.5% 67,117 $32.7M
Brookwood Investment Group LLC 3.94% Add +3.4% 66,997 $32.7M
Financial Advisors Network, Inc. 4.47% Add +1.2% 66,813 $32.6M
DeDora Capital, Inc. 7.71% Reduce -4.5% 66,806 $32.6M
Belpointe Asset Management LLC 1.18% Add +3.5% 66,770 $32.6M
Meridian Wealth Management, LLC 1.14% Reduce -3.9% 66,450 $32.4M
R. W. Roge & Company, Inc. 15.91% Reduce -1.2% 66,043 $32.2M
Marmo Financial Group, LLC 15.24% Reduce -0.5% 65,993 $32.2M
Crews Bank & Trust 4.57% Add +4.3% 65,500 $32.0M
FWG Holdings, LLC 12.11% Reduce -18.5% 66,245 $31.9M
Dagco, Inc. 7.30% Add +3.0% 64,763 $31.6M
Ellis Investment Partners, LLC 5.50% Add +1.6% 64,683 $31.6M
Parker Financial LLC 12.75% Reduce -1.1% 64,453 $31.4M
Trek Financial, LLC 1.82% Reduce -14.6% 64,262 $31.4M
TD Private Client Wealth LLC 0.67% Reduce -3.7% 64,050 $31.2M
Warner Financial, Inc. 10.78% Add +0.1% 63,645 $31.1M
Carter Financial, LLC 27.39% — 63,613 $31.0M
Cannon Financial Strategists, Inc. 4.31% Reduce -2.1% 63,551 $31.0M
Nations Financial Group Inc, /Ia/ 1.63% Add +123.2% 63,346 $30.9M
Sovereign Financial Group, Inc. 5.50% Add +2.5% 63,254 $30.9M
BlueStem Wealth Partners, LLC 3.39% Reduce -74.9% 62,886 $30.7M
Towerpoint Wealth, LLC 12.08% Reduce -0.9% 62,533 $30.5M
REAP Financial Group, LLC 6.14% Add +8.0% 61,971 $30.2M
Websterrogers Financial Advisors, LLC 8.75% Reduce -0.5% 61,809 $30.2M
Waterford Advisors, LLC 11.76% Reduce -4.8% 61,689 $30.1M
Capital Wealth Management, LLC 9.70% Reduce -5.1% 61,594 $30.0M
Taylor Financial Group, Inc. 17.59% Reduce -0.9% 61,350 $29.9M
Stratos Wealth Partners, LTD. 0.34% Add +6.0% 60,886 $29.7M
Commerce Bank 0.16% Add +6.5% 60,632 $29.6M
Wealth Alliance Advisory Group, LLC 5.03% Add +0.8% 60,189 $29.4M
BTC Capital Management, Inc. 2.04% Reduce -0.2% 59,784 $29.2M
Kennicott Capital Management LLC 14.11% Add +2.0% 59,628 $29.1M
Cutler Investment Counsel LLC 3.02% Add +0.2% 59,533 $29.0M
Investment Advisory Group, LLC 7.44% Add +3.4% 59,286 $28.9M
VeraBank, N.A. 5.24% Add +2.4% 59,057 $28.8M
Francis Financial, Inc. 5.60% Add +3.6% 58,682 $28.6M
Integrated Wealth Concepts LLC 0.34% Reduce -9.8% 58,498 $28.5M
Farther Finance Advisors, LLC 0.31% Add +160.0% 58,353 $28.5M
Beaumont Financial Advisors, LLC 1.87% Reduce -1.0% 58,267 $28.4M
United Financial Planning Group LLC 17.22% Reduce -5.0% 58,192 $28.4M
Evergreen Capital Management LLC 0.62% Reduce -1.9% 56,817 $27.7M
Veery Capital, LLC 8.48% Add +1.0% 56,628 $27.6M
Clayton Financial Group LLC 14.06% Add +8.8% 56,512 $27.6M
Creative Financial Designs Inc. 1.73% Add +1.1% 56,369 $27.5M
Krilogy Financial LLC 0.93% Reduce -1.0% 56,417 $27.5M
Beacon Financial Group 2.71% Add +2.8% 55,904 $27.3M
Trust Co of the South 4.38% Add +1.6% 55,781 $27.2M
Forvis Mazars Wealth Advisors, LLC 0.51% Reduce -7.8% 55,745 $27.2M
World Investment Advisors 0.44% Add +110.5% 55,169 $26.9M
Hiley Hunt Wealth Management 11.96% Reduce -6.7% 54,796 $26.7M
Stephen J. Garry & Associates, LLC 21.17% Reduce -3.6% 54,705 $26.7M
Acorn Creek Capital LLC 9.57% Add +1.0% 54,569 $26.6M
25 LLC 8.44% Add +16.7% 54,499 $26.6M
Berkshire Money Management, Inc. 2.54% Add +2.8% 54,479 $26.6M
J.W. Cole Advisors, Inc. 0.64% Add +0.3% 121,365 $26.5M
Dakota Wealth Management 0.47% Add +17.6% 54,294 $26.5M
Dominguez Wealth Management Solutions, Inc. 16.11% Add +3.2% 53,989 $26.3M
Oppenheimer & Co. Inc. 0.37% Reduce -15.9% 53,574 $26.1M
Spreng Capital Management, Inc. 10.14% Add +1.4% 52,950 $25.8M
Acorn Financial Advisory Services Inc. 3.76% Reduce -6.7% 52,211 $25.5M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -3.7% 52,000 $25.4M
LVW Advisors, LLC 2.57% Reduce -14.9% 51,904 $25.3M
Flagship Wealth Advisors, LLC 7.29% Add +2.6% 51,359 $25.1M
Associated Banc-Corp 0.64% Reduce -2.7% 50,946 $24.9M
Zhang Financial LLC 0.92% Add +44.1% 50,797 $24.8M
Savvy Advisors, Inc. 0.79% Add +346.9% 50,408 $24.6M
Advantage Trust Co 11.06% Add +1.6% 50,322 $24.6M
Regal Investment Advisors LLC 1.46% Add +2.6% 50,018 $24.4M
AdvisorNet Financial, Inc 1.30% Add +13.0% 49,833 $24.3M
LaSalle St. Investment Advisors, LLC 3.91% Add +22.0% 49,743 $24.3M
Whitegate Investment Counselors, Inc. 7.58% Reduce -2.0% 49,730 $24.3M
Baltimore-Washington Financial Advisors, Inc. 1.01% Add +7.1% 49,504 $24.2M
Arista Wealth Management, LLC 2.95% No change 49,193 $24.0M
Peterson Wealth Services 6.10% Add +2061.0% 48,904 $23.9M
Noble Family Wealth, LLC 5.01% Add +2.5% 48,711 $23.8M
Piedmont Capital Management, LLC 12.11% Add +0.4% 48,641 $23.7M
OneDigital Investment Advisors LLC 0.23% Add +7.4% 48,578 $23.7M
Baron Silver Stevens Financial Advisors, LLC 3.40% Add +10.1% 48,360 $23.6M
IAG Wealth Partners, LLC 2.73% Reduce -0.9% 48,355 $23.6M
Neuberger Berman Group LLC 0.02% Reduce -3.8% 48,109 $23.5M
AlphaCore Capital LLC 0.52% Add +342.9% 47,918 $23.4M
Market Street Wealth Management Advisors LLC 3.62% Reduce -2.9% 47,749 $23.3M
Integrated Wealthcare, LLC 19.54% — 47,626 $23.2M
Kohmann Bosshard Financial Services, LLC 2.11% Reduce -0.6% 47,530 $23.2M
Warwick Investment Management, Inc. 3.55% Add +52.2% 47,204 $23.0M
Atlantic Union Bankshares Corp 0.43% Add +7.3% 47,132 $23.0M
Arkadios Wealth Advisors 0.46% Add +64.5% 47,065 $23.0M
Legacy Edge Advisors, LLC 2.50% Add +0.5% 46,722 $22.8M
Bay Harbor Wealth Management, LLC 5.95% Reduce -1.6% 46,717 $22.8M
RFG Advisory, LLC 0.43% Reduce -23.6% 46,693 $22.8M
Prosperity Planning, Inc. 8.43% Add +0.0% 46,671 $22.8M
O'shaughnessy Asset Management, LLC 0.13% Add +5.2% 46,669 $22.8M
Oak Root LLC 2.74% Reduce -5.3% 46,470 $22.7M
VestGen Advisors, LLC 0.96% Reduce -5.4% 46,443 $22.7M
IVC Wealth Advisors LLC 9.85% Reduce -0.8% 46,428 $22.7M
Rochester Wealth Strategies, LLC 14.20% Add +0.5% 46,356 $22.6M
B&D White Capital Company, LLC 2.61% Reduce -14.5% 46,259 $22.6M
Regent Peak Wealth Advisors LLC 4.41% Reduce -0.4% 45,851 $22.4M
O'Brien Wealth Partners LLC 2.94% Reduce -1.3% 45,530 $22.2M
Sapient Capital LLC 0.31% Add +16.7% 45,085 $22.2M
Moneco Advisors, LLC 1.75% Reduce -1.3% 45,220 $22.1M
Laurel Oak Wealth Management, LLC 3.70% — 45,063 $22.0M
Tenret Co LLC 11.10% Reduce -2.2% 44,946 $21.9M
Stage Harbor Financial, LLC 14.65% Add +1.9% 44,540 $21.7M
NORTHSTAR ASSET MANAGEMENT Co 4.60% Add +2.1% 44,411 $21.7M
One Capital Management, LLC 0.65% Add +12.5% 44,408 $21.7M
Leonard Rickey Investment Advisors P.L.L.C. 3.91% Add +3.6% 44,376 $21.6M
Smartleaf Asset Management LLC 0.82% Add +152.9% 43,997 $21.6M
BIP Wealth, LLC 0.76% Add +9.1% 44,264 $21.6M
Leeward Financial Partners, LLC 6.01% Reduce -4.5% 43,860 $21.4M
Founders Grove Wealth Partners, LLC 4.80% Reduce -2.3% 43,711 $21.3M
Werba Rubin Papier Wealth Management 5.73% Add +2.5% 43,375 $21.2M
Pinion Investment Advisors, LLC 5.14% Add +2.0% 43,162 $21.1M
Founders Financial Securities LLC 1.23% Add +6.9% 42,949 $21.0M
Roof Eidam Maycock Peralta, LLC 4.74% Reduce -1.0% 42,854 $20.9M
Olistico Wealth, LLC 10.14% Add +0.3% 42,604 $20.8M
Impact Partnership Wealth, LLC 2.65% Add +8.0% 42,397 $20.7M
Prime Capital Investment Advisors, LLC 0.25% Add +1.3% 42,275 $20.6M
CIBC Private Wealth Group LLC 0.03% Add +4.0% 41,799 $20.4M
Cornerstone Advisory, LLC 1.94% Add +7.8% 41,656 $20.3M
Romano Brothers and Company 2.31% Add +3.2% 41,648 $20.3M
Aspire Private Capital, LLC 4.51% Reduce -4.0% 41,596 $20.3M
Milestone Investment Advisors LLC 4.89% Reduce -1.6% 41,415 $20.2M
Signet Financial Management, LLC 2.25% Reduce -5.8% 41,279 $20.1M
Gill Capital Partners, LLC 6.11% Reduce -1.7% 41,267 $20.1M
Synergy Investment Management, LLC 7.13% Reduce -3.2% 41,260 $20.1M
Apella Capital, LLC 0.40% Reduce -2.1% 41,003 $20.0M
Hopwood Nicholas Hunter 6.50% — 40,956 $20.0M
Curran Financial Partners, LLC 3.78% Add +13.6% 40,791 $19.9M
Onyx Bridge Wealth Group LLC 2.11% Add +1.1% 40,590 $19.8M
Focus Partners Advisor Solutions, LLC 0.24% Add +8.1% 40,581 $19.8M
Aries Wealth Management 4.37% Add +6.5% 40,491 $19.8M
StoneX Group Inc. 0.86% Reduce -1.6% 40,199 $19.7M
Heartwood Wealth Advisors LLC 1.81% Add +1.2% 40,345 $19.7M
Texas Yale Capital Corp. 0.60% Add +47.1% 40,315 $19.7M
IHT Wealth Management, LLC 0.48% Add +23.5% 40,061 $19.5M
Matrix Private Capital Group LLC 9.87% Add +2.9% 39,875 $19.5M
Brown Wealth Management, LLC 5.10% Reduce -42.4% 39,722 $19.4M
Enclave Advisors LLC 2.73% Add +6.6% 39,547 $19.3M
Silicon Valley Capital Partners 1.76% Add +2.0% 39,540 $19.3M
Ausdal Financial Partners, Inc. 0.89% Reduce -2.7% 39,307 $19.2M
Systelligence, LLC 3.64% Add +3.7% 39,222 $19.1M
Cora Capital Advisors LLC 7.44% Add +3.4% 39,164 $19.1M
NewEdge Wealth, LLC 0.22% Add +0.6% 39,090 $19.1M
SCS Capital Management LLC 0.20% Reduce -3.9% 39,049 $19.1M
VVR Holdings LLC 9.90% — 39,036 $19.0M
Capital Analysts, LLC 0.53% Add +1.5% 38,888 $19.0M
Gemmer Asset Management LLC 1.46% Add +8.2% 38,764 $18.9M
FC Advisory LLC 5.42% Reduce -2.1% 38,659 $18.9M
Robertson Stephens Wealth Management, LLC 0.53% Reduce -18.3% 38,624 $18.8M
Titleist Asset Management, LLC 1.51% Add +1.7% 38,345 $18.7M
Quotient Wealth Partners, LLC 0.50% Reduce -0.8% 38,332 $18.7M
Koshinski Asset Management, Inc. 1.20% Add +1.1% 38,052 $18.6M
Eagle Strategies LLC 2.37% Reduce -1.3% 38,034 $18.6M
Topel & Distasi Wealth Management, LLC 9.05% Reduce -8.6% 37,974 $18.5M
Falcon Wealth Planning 1.55% Reduce -2.4% 37,811 $18.4M
Citizens Financial Group Inc. 0.25% Reduce -0.0% 37,589 $18.3M
Cyndeo Wealth Partners, LLC 0.99% Reduce -3.5% 37,526 $18.3M
Novem Group 2.11% Add +2.5% 37,426 $18.3M
Hohimer Wealth Management, LLC 2.47% Add +4.8% 37,341 $18.2M
Archford Capital Strategies, LLC 2.10% Reduce -2.1% 37,007 $18.1M
Loomis Sayles & Co. L P 0.02% Add +696.9% 36,970 $18.0M
Ashton Thomas Private Wealth, LLC 0.44% Add +0.3% 36,905 $18.0M
GenTrust, LLC 0.78% Reduce -4.0% 36,746 $17.9M
Planning Alternatives Ltd. 2.24% Reduce -2.2% 36,494 $17.8M
Berger Financial Group, Inc 1.03% Add +1.0% 36,241 $17.7M
Sowell Financial Services LLC 0.65% Reduce -2.9% 36,219 $17.7M
Keeler & Nadler Financial Planning & Wealth Management 6.12% Reduce -1.9% 36,185 $17.7M
Smith & Howard Wealth Management, LLC 4.02% Reduce -0.3% 36,009 $17.6M
Rodgers & Associates, LTD 1.78% Reduce -0.2% 35,949 $17.5M
Howard Wealth Management, LLC 7.65% Add +0.2% 35,930 $17.5M
Snowden Capital Advisors LLC 0.45% Reduce -0.4% 35,523 $17.3M
Wealthcare Advisory Partners LLC 0.34% Reduce -0.5% 35,487 $17.3M
Geneos Wealth Management Inc. 0.42% Add +5.0% 35,298 $17.2M
Payne Capital Management, LLC 5.38% Reduce -2.3% 34,946 $17.0M
Arete Wealth Advisors, LLC 1.18% Reduce -5.9% 34,838 $17.0M
Addison Advisors LLC 3.81% Reduce -1.5% 34,754 $17.0M
DiPaolo Financial Group, Inc. 17.99% — 34,643 $16.9M
Salomon & Ludwin, LLC 1.49% Reduce -1.6% 34,474 $16.8M
DDFG, Inc 3.67% Reduce -7.0% 34,395 $16.8M
Gladstone Institutional Advisory LLC 0.63% Add +10.8% 34,277 $16.7M
PCA Investment Advisory Services Inc. 5.77% Add +6.6% 33,820 $16.5M
Mutual Advisors, LLC 0.35% Add +3.3% 33,714 $16.4M
One Charles Private Wealth Services, LLC 4.25% Add +4.7% 33,694 $16.4M
Robinswood Financial LLC 5.22% Reduce -6.1% 33,459 $16.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.95% Reduce -7.2% 33,273 $16.2M
Procyon Advisors, LLC 0.80% Reduce -1.7% 33,208 $16.2M
Polen Capital Management LLC 0.07% Add +184.9% 33,124 $16.2M
Mayfair Advisory Group, LLC 6.28% Add +8.0% 33,231 $16.2M
Horizon Family Wealth, Inc. 8.56% Reduce -2.1% 32,958 $16.1M
Blueline Advisors LLC 13.11% — 32,937 $16.1M
Five Pine Wealth Management 10.22% Reduce -1.9% 32,669 $15.9M
First Heartland Consultants, Inc. 1.20% Add +0.7% 32,539 $15.9M
Beirne Wealth Consulting Services, LLC 4.55% Add +0.2% 32,234 $15.7M
EMC Capital Management 6.96% Reduce -24.9% 32,079 $15.7M
Safir Wealth Advisors, LLC 10.98% Reduce -2.9% 32,093 $15.7M
Financial Connections Group, Inc. 5.35% Reduce -0.1% 31,890 $15.6M
Oak Harvest Investment Services 1.69% Add +6.8% 31,807 $15.5M
Midwest Trust Co 0.19% Add +8.7% 31,736 $15.5M
Independent Financial Group, LLC 0.34% Add +2.6% 31,601 $15.4M
Apollon Wealth Management, LLC 0.27% Add +9.4% 31,569 $15.4M
Prosperity Advisers, LLC 12.70% — 31,530 $15.4M
Magnolia Capital Advisors LLC 3.23% Add +39.8% 31,451 $15.3M
Watershed Private Wealth LLC 4.59% Reduce -2.3% 31,368 $15.3M
Harbor Investment Advisory, LLC 1.15% Add +9.9% 31,309 $15.3M
GW Henssler & Associates Ltd. 0.73% Reduce -0.3% 31,245 $15.2M
Kathmere Capital Management, LLC 1.03% Reduce -3.1% 31,158 $15.2M
Clarius Group, LLC 0.87% Reduce -2.2% 31,107 $15.2M
Johnson Investment Counsel Inc. 0.12% Add +16.9% 31,063 $15.2M
Integrity Alliance, Llc. 0.55% Add +70.6% 31,057 $15.2M
First National Bank of Omaha 0.45% Add +17.7% 30,895 $15.1M
SOL Capital Management CO 1.35% Add +1.0% 30,703 $15.0M
Clark Financial Services Group Inc. 7.97% Add +13.6% 30,666 $15.0M
SouthState Bank Corp 0.67% Add +1.9% 30,663 $15.0M
Kraft, Davis & Associates, LLC 3.35% Reduce -1.5% 30,447 $14.9M
Go Invest LLC 4.91% — 30,614 $14.9M
Thayer Financial, L.L.C. 15.75% — 30,540 $14.9M
Great Diamond Partners, LLC 2.85% Reduce -3.0% 30,323 $14.8M
Thrive Wealth Management, LLC 2.17% Reduce -1.6% 30,322 $14.8M
Beacon Bridge Wealth Partners, LLC 4.91% Reduce -2.0% 30,292 $14.8M
SWP Financial LLC 7.38% Reduce -0.1% 30,165 $14.7M
Financial Insights, Inc. 4.93% Reduce -5.8% 30,125 $14.7M
MCF Advisors LLC 0.81% Add +0.2% 30,042 $14.7M
Brooklyn Investment Group 0.67% New 29,596 $14.6M
Riversedge Advisors, LLC 2.37% Reduce -0.1% 29,862 $14.6M
Fusion Capital, LLC 4.08% Add +1.6% 29,769 $14.5M
Integrity Wealth Solutions LLC 5.74% Add +0.9% 29,727 $14.5M
Integral Investment Advisors, Inc. 3.59% Add +0.1% 29,681 $14.5M
Richmond Investment Services, LLC 2.46% Reduce -12.1% 29,170 $14.2M
Kendall Capital Management 2.97% Add +17.1% 29,114 $14.2M
Regions Financial Corp. 0.09% Reduce -1.5% 29,055 $14.2M
BLB&B Advisors, LLC 0.59% Add +4.0% 28,918 $14.1M
Capital Advisors, Ltd. LLC 1.58% Reduce -5.0% 28,761 $14.0M
IFG Advisory, LLC 0.61% Add +2.7% 28,647 $14.0M
Coastal Bridge Advisors, LLC 1.04% Add +8.2% 28,636 $14.0M
Tidal Investments LLC 0.06% Add +103.3% 28,279 $13.8M
Uptown Financial Advisors LLC 11.75% Reduce -9.3% 28,269 $13.8M
Third View Private Wealth, LLC 1.84% — 28,068 $13.7M
Gentry Private Wealth, LLC 8.60% Add +9.4% 27,974 $13.6M
Clearstead Advisors, LLC 0.17% Reduce -2.0% 27,794 $13.6M
Lansing Street Advisors 3.48% Add +0.9% 27,743 $13.5M
NWF Advisory Services Inc. 1.49% Reduce -2.4% 27,699 $13.5M
Cranbrook Wealth Management, LLC 2.65% Reduce -1.7% 27,541 $13.4M
Flagship Harbor Advisors, LLC 0.63% Reduce -0.2% 27,433 $13.4M
Birnam Oak Advisors, LP 3.03% No change 27,100 $13.2M
JMG Financial Group, Ltd. 0.37% Reduce -6.8% 26,912 $13.1M
Hubbell Strickland Wealth Management, LLC 5.28% Reduce -0.3% 26,886 $13.1M
Compass Financial Group, Inc. (Ohio) 9.58% — 26,834 $13.1M
Facet Wealth, Inc. 0.23% Add +2.6% 26,594 $13.0M
Thrive Capital Management, LLC 2.90% Add +18.9% 26,684 $13.0M
Ironsides Asset Advisors, LLC 3.28% Reduce -0.2% 26,562 $13.0M
Westwood Holdings Group Inc. 0.11% Reduce -0.4% 26,561 $13.0M
Novak & Powell Financial Services, Inc. 6.65% Reduce -2.1% 26,145 $12.8M
Prostatis Group LLC 3.04% Add +10.8% 26,095 $12.7M
Angeles Wealth Management, LLC 0.70% Reduce -1.1% 25,935 $12.7M
CWS Financial Advisors, LLC 3.43% Reduce -0.5% 25,878 $12.6M
Battery Global Advisors, LLC 5.84% Add +1815.3% 234,448 $12.6M
Hurlow Wealth Management Group, Inc. 3.07% Reduce -5.4% 25,676 $12.5M
Sage Mountain Advisors LLC 0.66% Add +0.4% 25,554 $12.5M
Columbia River Financial Group, LLC 7.65% Reduce -7.0% 25,537 $12.5M
Financial Life Advisors 3.84% Add +0.3% 25,519 $12.4M
Shrier Wealth Management, LLC 4.96% — 25,497 $12.4M
Segment Wealth Management, LLC 0.72% Reduce -1.9% 25,466 $12.4M
Caprock Group, LLC 0.26% Reduce -2.0% 25,465 $12.4M
Cardiff Park Advisors, LLC 1.02% Reduce -1.8% 25,305 $12.3M
Leo Wealth, LLC 0.89% Add +125.3% 25,291 $12.3M
Crown Wealth Group, LLC 3.44% Reduce -15.5% 25,236 $12.3M
Elevated Capital Advisors, LLC 2.86% Reduce -4.5% 25,116 $12.3M
BCS Wealth Management 1.22% Add +100.4% 24,835 $12.1M
First PREMIER Bank 2.77% Add +8.8% 24,732 $12.1M
Visionary Wealth Advisors 0.54% Add +12.9% 24,648 $12.0M
Mechanics Bank Trust Department 1.56% Reduce -2.2% 24,495 $12.0M
rebel Financial LLC 5.10% Add +0.0% 24,447 $11.9M
Agf Management Ltd. 0.05% Reduce -2.7% 24,333 $11.9M
N.E.W. Advisory Services LLC 0.88% Reduce -1.6% 24,317 $11.9M
Zions Bancorporation, National Association 0.55% Add +2.5% 24,223 $11.8M
Maridea Wealth Management LLC 1.78% Reduce -8.7% 24,203 $11.8M
Nabity-Jensen Investment Management Inc 7.99% Add +1.4% 24,180 $11.8M
Wellspring Financial Advisors, LLC 0.93% Add +0.3% 1,038,520 $11.8M
FWG Investments, LLC. 7.50% Add +27.2% 24,146 $11.8M
Ameritas Advisory Services, LLC 0.44% Add +21.9% 24,038 $11.7M
First United Bank & Trust 3.73% Add +1.4% 23,931 $11.7M
Brighton Securities Corp. 5.76% Add +30.3% 23,920 $11.7M
Flow Traders U.S. LLC 0.38% New 23,793 $11.6M
Calton & Associates, Inc. 1.70% Reduce -0.3% 23,767 $11.6M
GC Wealth Management RIA, LLC 0.42% Reduce -4.6% 23,670 $11.5M
Meramec Financial Planners, LLC 4.49% — 24,568 $11.5M
Fonville Wealth Management LLC 2.35% Add +7.2% 23,552 $11.5M
Capital Investment Advisory Services, LLC 0.81% Add +1.3% 23,385 $11.4M
MOKAN Wealth Management Inc. 5.06% Add +70.6% 23,372 $11.4M
Blueprint Investment Partners LLC 1.22% Add +5.3% 23,356 $11.4M
Parallel Advisors, LLC 0.21% Reduce -3.3% 23,347 $11.4M
Peak Retirement Planning, Inc. 2.67% Add +7.8% 23,346 $11.4M
Avion Wealth 2.39% Add +16.9% 23,312 $11.4M
Cassilly Financial Group LLC 10.02% — 23,224 $11.3M
Perennial Investment Advisors, LLC 0.90% Add +1.4% 23,218 $11.3M
Verdence Capital Advisors LLC 0.67% Reduce -0.1% 23,215 $11.3M
Ritholtz Wealth Management 0.21% Add +0.1% 23,071 $11.3M
Petix & Botte Co 2.54% Add +0.3% 22,958 $11.2M
Bath Savings Trust Co 1.11% Reduce -6.5% 22,860 $11.2M
Hofer & Associates. Inc 5.88% Add +1.6% 22,758 $11.1M
Smith Partners Wealth Management, LLC 10.18% — 22,688 $11.1M
Veratis Advisors, Inc. 8.73% — 24,081 $11.0M
Park Avenue Securities LLC 0.09% Reduce -3.4% 22,613 $11.0M
VSM Wealth Advisory, LLC 3.30% Add +2.5% 22,538 $11.0M
Ted Buchan & Co 4.03% Add +7.5% 22,494 $11.0M
Intergy Private Wealth, LLC 3.29% Add +1.1% 22,334 $10.9M
Woodside Wealth Management LLC 8.12% Add +1.4% 22,293 $10.9M
Agate Pass Investment Management, LLC 4.03% Add +13.6% 22,237 $10.8M
ERn Financial, LLC 2.04% Reduce -1.2% 22,224 $10.8M
Mustard Seed Financial, LLC 6.81% Add +4.5% 22,198 $10.8M
Essex Financial Services, Inc. 0.62% Add +5.2% 22,165 $10.8M
Register Financial Advisors LLC 4.20% Add +0.9% 22,083 $10.8M
Sightline Wealth Advisors, LLC 4.56% Add +6.3% 21,951 $10.7M
Cornerstone Wealth Management, LLC 0.55% Reduce -4.6% 21,815 $10.6M
Tide Cove Capital Partners LLC 7.32% Add +12.3% 22,327 $10.6M
LifeGoal Investments, LLC 7.09% Add +13.0% 21,682 $10.6M
Brio Consultants, LLC 1.37% Reduce -2.8% 21,579 $10.5M
Royal Fund Management, LLC 0.96% Add +17.0% 21,453 $10.5M
Claris Financial LLC 5.56% Add +0.1% 21,408 $10.4M
Jump Financial, LLC 0.14% New 21,385 $10.4M
Mathes Company, Inc. 3.72% Add +0.3% 21,275 $10.4M
Horizon Bancorp Inc. 5.05% Reduce -4.2% 21,256 $10.4M
Washington Trust Advisors, Inc. 0.79% Reduce -0.1% 21,225 $10.4M
Kovack Advisors, Inc. 0.49% Add +39.7% 21,184 $10.3M
Clearwater Capital Advisors, LLC 0.86% Reduce -1.0% 21,110 $10.3M
Hollencrest Capital Management 0.36% Add +0.4% 21,042 $10.3M
Keystone Financial Group 0.76% Add +15.3% 21,021 $10.3M
Level Financial Advisors 2.69% Add +13.2% 20,890 $10.2M
Acropolis Investment Management, LLC 0.46% Reduce -5.0% 20,811 $10.2M
Summit Wealth Group LLC / Co. 1.34% New 20,779 $10.1M
Freedom Financial Partners LLC 3.66% Add +0.6% 20,624 $10.1M
Valeo Financial Advisors, LLC 0.22% Reduce -4.2% 20,478 $10.0M
Ethos Financial Group, LLC 0.73% Reduce -1.1% 20,295 $9.9M
Madison Park Capital Advisors, LLC 8.01% Add +0.6% 20,244 $9.9M
Latigo Investments, LLC 4.84% No change 20,175 $9.8M
Pathfinder Wealth Consulting, Inc. 6.21% — 20,169 $9.8M
Wealthspire Retirement, LLC 0.59% Reduce -0.1% 19,980 $9.7M
Dravo Bay LLC 4.05% Reduce -0.4% 19,979 $9.7M
Riverview Capital Advisers, LLC 2.93% Reduce -1.5% 19,863 $9.7M
Quaker Wealth Management, LLC 3.07% Add +0.9% 19,838 $9.7M
Laurel Wealth Advisors LLC 1.27% Reduce -4.4% 19,762 $9.6M
Pine Valley Investments Ltd Liability Co 0.48% Reduce -1.8% 19,691 $9.6M
NFSG Corp 1.49% Add +10.8% 19,616 $9.6M
Hilltop Holdings Inc. 0.57% Add +2.9% 19,348 $9.4M
Csenge Advisory Group 0.42% Add +10.4% 19,217 $9.4M
CGN Advisors LLC 0.74% Add +6.7% 19,104 $9.3M
Uptick Partners, LLC 1.99% Add +3.6% 19,093 $9.3M
Wind River Trust Co 3.47% No change 19,070 $9.3M
Disciplined Investors, L.L.C. 6.09% Add +8.4% 19,030 $9.3M
Kure Advisory, LLC 5.18% Add +2.3% 18,993 $9.3M
Wedbush Securities Inc. 0.27% Add +4.8% 18,975 $9.3M
Win Advisors, Inc. 3.93% Reduce -54.0% 18,963 $9.3M
Ogorek Anthony Joseph /NY/ 2.54% Reduce -0.8% 18,937 $9.2M
Kassira Wealth Management LLC 8.75% Reduce -8.2% 18,915 $9.2M
Diversified Portfolios, Inc. 0.76% Add +2.6% 18,788 $9.2M
Curi Capital, LLC 0.16% Reduce -1.8% 18,444 $9.0M
FineMark National Bank & Trust 0.28% Add +32.5% 18,307 $8.9M
Fifth Third Wealth Advisors LLC 0.31% Add +21.0% 18,298 $8.9M
Main Line Retirement Advisors, LLC 4.51% Reduce -29.7% 18,282 $8.9M
Goodman Advisory Group, LLC 2.19% Reduce -8.1% 18,203 $8.9M
Cumberland Advisors Inc. 3.37% Add +22.8% 18,203 $8.9M
Marathon Wealth Advisors LLC 3.53% — 18,202 $8.9M
LifePlan Investment Advisors, Inc. 3.61% Add +9.3% 18,161 $8.9M
Rinkey Investments 2.25% Reduce -3.5% 18,148 $8.9M
GoalFusion Wealth Management, LLC 4.08% Add +29.3% 18,082 $8.8M
Kavar Capital Partners Group, LLC 1.22% Add +8.4% 18,077 $8.8M
McKinley Carter Wealth Services, Inc. 0.49% Reduce -2.5% 18,023 $8.8M
Bonfire Financial 6.54% Reduce -2.6% 17,952 $8.8M
Prestige Wealth Management Group LLC 1.67% Reduce -0.8% 17,929 $8.7M
Horizon Investments, LLC 0.11% Add +2.4% 17,929 $8.7M
Capital Investment Advisors, LLC 0.13% Add +27.2% 17,844 $8.7M
HTG Investment Advisors, Inc. 2.67% Add +8.4% 17,825 $8.7M
Osborne Partners Capital Management, LLC 0.45% Reduce -1.6% 17,797 $8.7M
WealthShield Partners, LLC 0.95% Reduce -1.8% 17,728 $8.6M
Tower View Wealth Management LLC 4.27% Add +10.5% 17,692 $8.6M
MidAtlantic Capital Management, Inc. 5.50% Reduce -13.3% 17,607 $8.6M
Sigma Planning Corp 0.24% Add +6.0% 17,580 $8.6M
Carlton Hofferkamp & Jenks Wealth Management, LLC 2.86% Add +4.3% 17,554 $8.6M
Yoder Wealth Management, Inc. 3.89% Reduce -14.8% 17,555 $8.5M
Northstar Group, Inc. 1.19% Add +0.1% 17,352 $8.5M
Abbot Financial Management, Inc. 3.51% Add +0.5% 17,341 $8.5M
Winthrop Advisory Group LLC 0.72% Reduce -12.6% 17,329 $8.5M
Centaurus Financial, Inc. 0.39% Reduce -3.6% 17,320 $8.4M
Bluespring Wealth Management, LLC 0.73% Reduce -1.3% 17,296 $8.4M
MTC Wealth Management LLC 3.96% Reduce -4.1% 17,294 $8.4M
Gallagher Fiduciary Advisors, LLC 0.27% Reduce -5.0% 17,282 $8.4M
Dentgroup LLC 5.77% Reduce -9.8% 17,229 $8.4M
Level Four Advisory Services, LLC 0.27% Add +4.3% 17,142 $8.4M
Emerald Advisors, LLC 1.13% Reduce -10.0% 17,097 $8.3M
Gateway Wealth Partners, LLC 0.93% Add +7.0% 17,053 $8.3M
Scott & Selber, Inc. 2.09% Add +0.2% 17,048 $8.3M
Capital Planning LLC 2.32% Add +2.4% 17,058 $8.3M
Aspen Wealth Management LLC 1.74% Reduce -3.7% 16,940 $8.3M
GSG Advisors LLC 2.13% Add +5.7% 16,924 $8.3M
Nicolet Advisory Services, LLC 0.56% Reduce -8.0% 16,740 $8.2M
First American Trust, FSB 0.56% Add +4.5% 16,846 $8.2M
Asset Advisory Group, Inc. 4.11% — 16,836 $8.2M
M3 Advisory Group, LLC 5.00% Reduce -0.2% 16,823 $8.2M
Cornerstone Wealth Group, LLC 0.56% Add +16.5% 16,779 $8.2M
Clarus Wealth Advisors 3.39% Reduce -0.2% 16,646 $8.2M
Valpey Financial Services, LLC 5.22% Reduce -3.9% 16,744 $8.2M
Element Pointe Advisors, LLC 1.58% No change 16,714 $8.2M
Triad Wealth Partners, LLC 0.77% Add +2.3% 16,618 $8.1M
Benjamin Edwards Inc. 0.09% Add +17.7% 16,589 $8.1M
Pacific Financial Group Inc. 4.49% Add +124.7% 16,556 $8.1M
Simmons Bank 0.54% Reduce -2.7% 16,539 $8.1M
Campbell Deegan Wealth Management, LLC 6.51% Reduce -2.2% 16,534 $8.1M
Victory Capital Management Inc. 0.00% Add +315.9% 16,527 $8.1M
St. Louis Trust Co 0.92% Reduce -5.5% 16,440 $8.0M
Rehmann Capital Advisory Group 0.42% Add +2.4% 16,387 $8.0M
M Holdings Securities, Inc. 0.57% New 16,279 $7.9M
Weinberger Asset Management, Inc 2.84% Reduce -2.6% 16,149 $7.9M
SBI Securities Co., Ltd. 0.20% Add +1.6% 16,105 $7.9M
Axxcess Wealth Management, LLC 0.14% Add +20.2% 16,052 $7.8M
Kelman-Lazarov, Inc. 1.12% Add +5.5% 16,045 $7.8M
Glen Eagle Advisors, LLC 1.06% Add +4.2% 16,029 $7.8M
Guidance Capital, Inc. 1.91% Add +23.9% 16,234 $7.8M
Defined Wealth Management, LLC 4.49% Reduce -1.9% 15,961 $7.8M
LongView Wealth Management 1.88% Reduce -1.9% 15,809 $7.8M
Parkside Financial Bank & Trust 0.58% Reduce -1.5% 15,801 $7.7M
Spire Wealth Management 0.26% Reduce -13.0% 15,801 $7.7M
Disciplined Investments, LLC 2.96% Reduce -3.5% 15,791 $7.7M
Stone Summit Wealth LLC 2.08% Add +2.3% 15,740 $7.7M
Cascades Capital Asset Management, LLC 3.25% Add +10.3% 15,629 $7.6M
Capital Management Associates, Inc 1.69% Add +97.5% 15,627 $7.6M
MA Private Wealth 1.27% Reduce -0.2% 15,602 $7.6M
Western Wealth Management, LLC 0.35% Add +8.6% 15,542 $7.6M
Revolve Wealth Partners, LLC 0.89% Add +2.8% 15,510 $7.6M
Hill Island Financial LLC 1.80% Reduce -7.8% 15,389 $7.5M
Pine Harbor Wealth Management, LLC 2.30% Reduce -9.1% 15,375 $7.5M
High Net Worth Advisory Group LLC 1.72% Reduce -2.1% 15,295 $7.5M
Muirfield Wealth Advisors LLC 5.47% Reduce -2.0% 15,285 $7.5M
Susquehanna International Group, LLP 0.01% Reduce -36.5% 15,255 $7.4M
Vicus Capital 0.56% Reduce -10.5% 15,218 $7.4M
CPA Asset Management Group, LLC 2.59% Add +21.9% 15,117 $7.4M
Twin Focus Capital Partners, LLC 0.85% Reduce -2.6% 15,032 $7.3M
NorthRock Partners, LLC 0.12% Add +2.9% 15,027 $7.3M
Blueprint Financial Advisors LLC 1.11% Add +16.4% 14,903 $7.3M
Empower Advisory Group, LLC 0.02% Add +10.0% 14,859 $7.2M
Cohen Klingenstein LLC 0.22% Add +0.8% 14,851 $7.2M
Infinity Wealth Counsel, LLC 6.60% Reduce -2.6% 14,840 $7.2M
Security Financial Services, INC. 1.12% Reduce -3.7% 14,625 $7.1M
Laraway Financial Advisors Inc 4.64% Add +4.7% 14,598 $7.1M
Diversified Enterprises, LLC 0.42% Add +16.7% 14,573 $7.1M
NCM Capital Management, LLC 2.62% Reduce -3.3% 14,497 $7.1M
Advisory Alpha, LLC 0.19% Reduce -2.8% 14,493 $7.1M
Dynamic Advisor Solutions LLC 0.23% Reduce -20.3% 14,450 $7.0M
Avidian Wealth Enterprises, LLC 0.26% Add +0.7% 14,440 $7.0M
55 North Private Wealth, LLC 1.86% — 14,431 $7.0M
Capital Planning Advisors, LLC 0.94% Reduce -0.1% 14,394 $7.0M
XY Planning Network, Inc. 1.22% Add +18.8% 14,346 $7.0M
Insight Advisors, LLC/ PA 1.06% Reduce -0.1% 14,335 $7.0M
Estate Counselors, LLC 0.58% Reduce -3.5% 14,191 $6.9M
Advocacy Wealth Management, LLC 0.29% Add +3.0% 14,183 $6.9M
Patriot Financial Group Insurance Agency, LLC 0.82% Reduce -4.3% 14,124 $6.9M
Fourth Dimension Wealth, LLC 2.51% Reduce -0.5% 14,105 $6.9M
Idaho Trust Co 2.28% Reduce -15.1% 14,097 $6.9M
Pandora Wealth, Inc. 4.17% Reduce -0.6% 14,071 $6.9M
Winslow Capital Management, LLC 0.02% Add +458.4% 14,044 $6.9M
Summit Wealth Partners, LLC 1.26% Add +15.3% 13,995 $6.8M
Winthrop Capital Management, LLC 1.59% Reduce -1.6% 13,961 $6.8M
Aptus Capital Advisors, LLC 0.06% Add +7.8% 13,926 $6.8M
Willis Johnson & Associates, Inc. 0.42% Reduce -5.2% 13,859 $6.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -0.9% 13,847 $6.8M
Angeles Investment Advisors, LLC 0.45% Reduce -0.3% 13,844 $6.8M
Panoramic Investment Advisors, LLC 3.66% Add +17.4% 13,808 $6.7M
Brown Brothers Harriman & Co. 0.04% Add +0.2% 13,784 $6.7M
Journey Beyond Wealth, LLC 5.30% Reduce -7.9% 13,651 $6.7M
West Bancorporation Inc. 3.49% Add +31.5% 13,639 $6.7M
Kingswood Wealth Advisors, LLC 0.32% Add +19.5% 13,539 $6.6M
TPG Financial Advisors, LLC 2.19% Reduce -24.5% 13,463 $6.6M
QRG Capital Management, Inc. 0.07% Reduce -29.9% 13,387 $6.5M
Autumn Glory Partners, LLC 2.29% Add +1415.0% 13,377 $6.5M
Compton Wealth Advisory Group, LLC 1.43% Reduce -8.2% 13,365 $6.5M
Smith, Moore & Co. 0.49% Reduce -0.2% 13,290 $6.5M
Quadcap Wealth Management, LLC 0.74% Reduce -2.4% 13,281 $6.5M
Motiv8 Investments LLC 3.51% Add +0.3% 13,190 $6.4M
Altiora Financial Group, LLC 1.11% Add +23.4% 13,174 $6.4M
Manuka Financial, LLC 3.98% Reduce -5.1% 13,153 $6.4M
Composition Wealth, LLC 0.09% Add +6.8% 13,116 $6.4M
GFS Advisors, LLC 0.76% No change 13,091 $6.4M
CX Institutional 0.19% Reduce -5.9% 13,044 $6.4M
Donaldson Capital Management, LLC 0.20% Reduce -2.9% 13,037 $6.4M
Wedmont Private Capital 0.22% Add +5.5% 12,866 $6.3M
Three Bearings Fiduciary Advisors, Inc. 5.91% — 13,126 $6.3M
Culbertson A N & Co. Inc. 0.87% Add +0.3% 12,953 $6.3M
Carnegie Investment Counsel 0.12% Reduce -1.4% 12,941 $6.3M
Aspiriant, LLC 0.18% Add +1.1% 12,917 $6.3M
Dopkins Wealth Management, LLC 2.57% No change 12,894 $6.3M
Valmark Advisers, Inc. 0.08% Add +4.4% 12,876 $6.3M
Drucker Wealth 3.0, LLC 1.10% Reduce -11.8% 12,869 $6.3M
Hengehold Capital Management LLC 0.53% Reduce -0.6% 12,811 $6.2M
Bawa N Mallick Trust 2.31% No change 12,750 $6.2M
Alexis Investment Partners, LLC 2.31% Add +4.0% 12,605 $6.2M
Emergent Wealth Advisors, LLC 3.48% Add +1.4% 12,695 $6.2M
Nestegg Advisors, Inc. 5.28% Add +4.8% 12,679 $6.2M
Strategic Financial Partners, Ltd. 2.68% Reduce -1.3% 12,671 $6.2M
Barrett & Company, Inc. 2.06% Reduce -3.0% 12,643 $6.2M
Trust Co. of Toledo NA 0.60% Add +49.2% 12,546 $6.1M
Tempo Wealth, LLC 1.09% — 12,486 $6.1M
Fiduciary Alliance LLC 0.40% Add +13.8% 12,438 $6.1M
Seeds Investor LLC 1.16% Add +2.3% 12,378 $6.0M
Choate Investment Advisors 0.12% Reduce -1.5% 12,334 $6.0M
CDKV Holdings LLC 5.01% — 12,286 $6.0M
Bluedoor Private Wealth, LLC 2.76% — 12,245 $6.0M
Wilmington Savings Fund Society, FSB 0.14% Reduce -0.3% 12,227 $6.0M
Institute for Wealth Management, LLC. 0.63% Add +58.3% 12,207 $6.0M
Jefferson Bridge Capital, LLC 5.99% — 12,196 $6.0M
Asset Allocation & Management Company, LLC 2.39% No change 12,189 $5.9M
Indivisible Partners 0.64% — 12,197 $5.9M
Jennison Associates LLC 0.00% Add +337.2% 12,181 $5.9M
Wells Financial Advisors INC 11.25% Reduce -35.2% 12,131 $5.9M
Platform Technology Partners 1.26% Add +12.2% 12,129 $5.9M
Finward Bancorp 4.59% Reduce -2.3% 12,118 $5.9M
KTF Investments, LLC 0.97% — 12,059 $5.9M
Montag A & Associates Inc. 0.27% Add +16.3% 12,055 $5.9M
Sentinel Pension Advisors, LLC 0.90% Reduce -1.3% 12,049 $5.9M
Hexagon Capital Partners LLC 1.08% Reduce -3.2% 12,010 $5.9M
Ciovacco Capital Management LLC 2.93% Reduce -1.2% 12,005 $5.9M
Greystone Financial Group, LLC 0.91% Add +1.7% 11,983 $5.8M
Keybank National Association 0.02% Reduce -1.1% 11,929 $5.8M
Planwiser Financial, LLC 4.35% Add +7.5% 12,196 $5.8M
Focus Financial Network, Inc. 0.20% Add +4.0% 11,914 $5.8M
MSH Capital Advisors LLC 1.24% Reduce -0.9% 11,912 $5.8M
Roman Butler Fullerton & Co. 1.52% Add +0.7% 12,065 $5.8M
Family CFO Inc 2.58% No change 11,825 $5.8M
Wescott Financial Advisory Group, LLC 0.50% Reduce -15.2% 11,794 $5.8M
Cascade Wealth Advisors, Inc 2.62% Reduce -1.9% 11,611 $5.7M
Crusonia Wealth Advisors LLC 1.25% — 11,641 $5.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.10% Add +15.4% 11,613 $5.7M
Norden Group LLC 0.55% Add +336.0% 11,584 $5.7M
Causey Wealth LLC 2.56% Add +8.1% 11,549 $5.6M
HighPoint Advisor Group LLC 0.12% New 11,527 $5.6M
Sax Wealth Advisors, LLC 0.26% Reduce -1.5% 11,477 $5.6M
City State Bank 1.53% Add +6.2% 11,476 $5.6M
Equitable Trust Co. 0.25% Add +2.0% 11,475 $5.6M
EnRich Financial Partners LLC 1.53% Reduce -1.4% 11,474 $5.6M
FDx Advisors, Inc. 2.85% Reduce -1.6% 11,472 $5.6M
Gilliland Jeter Wealth Management LLC 1.68% Reduce -0.1% 11,425 $5.6M
Chris Bulman Inc 2.46% Add +0.5% 11,408 $5.6M
Davidson Trust Co. 2.31% Add +8.7% 11,364 $5.5M
Grandview Asset Management LLC 1.52% Add +5.2% 11,343 $5.5M
Earned Wealth Advisors, LLC 0.39% Add +11.7% 11,332 $5.5M
Clarity Capital Advisors, LLC 2.76% Reduce -0.3% 11,313 $5.5M
Bryn Mawr Trust Advisors, LLC 0.27% Reduce -0.8% 11,292 $5.5M
FSM Wealth Advisors, LLC 0.75% Reduce -4.3% 11,270 $5.5M
Fisher Asset Management 0.00% Add +26.5% 11,261 $5.5M
Foronjy Financial LLC 2.29% Add +0.3% 11,237 $5.5M
Droms Strauss Advisors Inc. /Mo/ 1.44% Reduce -5.3% 11,235 $5.5M
Parr McKnight Wealth Management Group, LLC 0.72% Add +310.4% 11,204 $5.5M
OneAscent Financial Services LLC 0.50% Reduce -5.1% 11,189 $5.5M
Ascent Group, LLC 0.19% Reduce -16.9% 11,162 $5.4M
Leavell Investment Management, Inc. 0.23% Reduce -1.0% 11,147 $5.4M
Bay Rivers Group 2.19% Reduce -9.7% 11,116 $5.4M
FF Advisors,LLC 2.41% Reduce -0.1% 11,085 $5.4M
Richardson Financial Services Inc. 1.75% Reduce -2.8% 13,851 $5.4M
SteelPeak Wealth, LLC 0.18% Reduce -41.4% 11,056 $5.4M
Apex Wealth Management, LLC 5.46% Reduce -24.1% 11,089 $5.4M
KG Capital Management 1.39% Add +4.0% 11,012 $5.4M
Councilor Wealth, LLC 2.54% Add +2.8% 10,999 $5.4M
Great Lakes Advisors, LLC 0.04% Reduce -0.0% 10,975 $5.4M
Madison Asset Management, LLC 0.06% Reduce -16.9% 10,964 $5.3M
Coastline Complete Wealth LLC 3.35% — 10,903 $5.3M
Alexander Labrunerie & Co., Inc. 1.94% Add +0.1% 10,881 $5.3M
Eclectic Associates Inc. 0.83% Add +7.9% 10,878 $5.3M
Catalyst Private Wealth, LLC 2.31% Reduce -2.1% 10,854 $5.3M
Stokes Family Office, LLC 0.48% Reduce -52.0% 10,727 $5.2M
Pallas Capital Advisors LLC 0.17% Add +14.0% 10,711 $5.2M
Community Bank of Raymore 3.55% Add +25.7% 10,695 $5.2M
Planning Directions Inc. 2.62% Reduce -7.9% 10,661 $5.2M
HBK Sorce Advisory LLC 0.12% Reduce -0.7% 11,056 $5.2M
WBH Advisory Inc. 0.38% Add +9.2% 10,594 $5.2M
Lodestar Private Asset Management LLC 0.52% Reduce -4.1% 10,557 $5.2M
Fulcrum Capital LLC 1.03% Reduce -1.2% 10,536 $5.1M
NorthStar Asset Management LLC 2.27% Reduce -1.4% 10,362 $5.1M
Kwmg, LLC 0.44% Reduce -1.3% 10,355 $5.1M
Caliber Wealth Management, LLC / KS 0.54% Add +2.6% 10,287 $5.0M
Kuhn & Co Investment Counsel 3.34% Add +34.5% 10,284 $5.0M
Wick Capital Partners, LLC 0.90% Add +66.1% 10,243 $5.0M
Lewis Asset Management, LLC 2.03% Add +3.0% 10,235 $5.0M
Opinicus Capital, Inc. 3.48% Reduce -3.3% 10,231 $5.0M
WoodTrust Financial Corp 0.58% Add +3.8% 10,216 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,212 $5.0M
Evercore Wealth Management, LLC 0.07% Reduce -0.1% 10,202 $5.0M
Brindle & Bay Financial Advisors, LLC 3.30% — 10,169 $5.0M
United Advisor Group, LLC 0.64% Add +0.2% 10,149 $5.0M
SOA Wealth Advisors, LLC. 0.82% Reduce -2.0% 10,113 $4.9M
Sandy Cove Advisors, LLC 1.46% Add +180.2% 10,098 $4.9M
Troutman Wealth Management, LLC 4.07% — 10,094 $4.9M
BridgePort Financial Solutions, LLC 1.32% Reduce -0.6% 10,089 $4.9M
St Germain D J Co. Inc. 0.19% Add +7.9% 10,080 $4.9M
Integrated Investment Consultants, LLC 0.96% Add +0.2% 10,061 $4.9M
Daymark Wealth Partners, LLC 0.16% Add +38.9% 10,048 $4.9M
Laird Norton Wetherby Trust Company, LLC 0.10% New 10,022 $4.9M
Bravias Capital Group, LLC 2.95% Reduce -0.9% 9,985 $4.9M
Parsons Capital Management Inc. 0.27% Add +12.6% 9,930 $4.8M
U.S. Capital Wealth Advisors, LLC 0.13% Reduce -2.0% 9,917 $4.8M
Private Wealth Asset Management, LLC 0.53% Reduce -19.9% 9,916 $4.8M
Tradition Wealth Management, LLC 0.35% Reduce -2.7% 9,895 $4.8M
Whittier Trust Co. of Nevada Inc. 0.10% Add +19.9% 9,777 $4.8M
Nixon Peabody Trust Co. 0.36% Add +5.6% 9,822 $4.8M
Quest 10 Wealth Builders, Inc. 4.28% Reduce -3.4% 9,811 $4.8M
Cozad Asset Management Inc. 0.37% Add +1.3% 9,802 $4.8M
KCM Investment Advisors LLC 0.15% Add +5.8% 9,763 $4.8M
Sutton Place Investors LLC 2.61% Add +0.1% 9,754 $4.8M
Blue Trust, Inc. 0.05% Reduce -6.8% 9,734 $4.7M
Absolute Capital Management, LLC 1.73% Add +71.0% 9,714 $4.7M
Birchcreek Wealth Management, LLC 2.33% Reduce -0.6% 9,711 $4.7M
Marshall & Sterling Wealth Advisors Inc. 3.11% Reduce -5.8% 9,660 $4.7M
Churchill Financial Advisors, LLC 1.44% — 9,655 $4.7M
Prospera Capital Management, LLC 2.37% Reduce -4.2% 9,609 $4.7M
SageView Advisory Group, LLC 0.16% Reduce -4.5% 9,606 $4.7M
Cassaday & Co Wealth Management LLC 0.10% Add +20.6% 9,539 $4.7M
Moors & Cabot, Inc. 0.20% Add +14.1% 9,527 $4.6M
Fortis Group Advisors, LLC 0.77% Add +3.3% 9,587 $4.6M
Glass Jacobson Investment Advisors llc 1.66% Reduce -10.0% 9,453 $4.6M
Veridan Wealth LLC 1.54% Add +0.2% 9,408 $4.6M
Wesbanco Bank Inc. 0.13% Add +6.8% 9,406 $4.6M
Calder Financial LLC 4.49% — 9,382 $4.6M
AlTi Global, Inc. 0.10% No change 9,285 $4.5M
ORG Partners LLC 0.80% Add +0.7% 9,200 $4.5M
Strategic Family Wealth Counselors, L.L.C. 1.01% Add +4.2% 9,512 $4.5M
1900 Wealth Management LLC 0.29% Reduce -1.3% 9,176 $4.5M
Squarepoint Ops LLC 0.01% Add +251.7% 9,158 $4.5M
Hillcrest Wealth Advisors - NY, LLC 1.91% Reduce -4.2% 9,100 $4.4M
Charter Oak Capital Management, LLC 0.34% Reduce -6.6% 9,094 $4.4M
PFG Investments, LLC 0.21% Reduce -1.0% 9,086 $4.4M
Houlihan Financial Resource Group, Ltd. 1.71% Add +94.8% 9,113 $4.4M
Primoris Wealth Advisors, LLC 2.64% Add +8.1% 9,034 $4.4M
Sound View Wealth Advisors Group, LLC 0.30% Reduce -1.8% 9,022 $4.4M
Anchor Investment Management, LLC 0.36% Add +11.3% 9,000 $4.4M
Covington Investment Advisors Inc. 0.60% Add +3.0% 8,973 $4.4M
GPS Wealth Strategies Group, LLC 3.71% Reduce -81.8% 8,924 $4.4M
Madison Wealth Partners, Inc 0.79% Add +1.1% 8,924 $4.4M
Bison Wealth, LLC 0.49% Reduce -86.4% 9,868 $4.3M
Center for Financial Planning, Inc. 0.45% No change 8,899 $4.3M
Aaron Wealth Advisors LLC 0.24% Reduce -0.0% 8,885 $4.3M
Global Financial Private Client, LLC 1.52% Reduce -7.2% 8,883 $4.3M
Edge Financial Advisors LLC 1.82% Reduce -0.1% 8,856 $4.3M
Total Wealth Planning, LLC 9.23% Reduce -94.0% 8,837 $4.3M
Allen Investment Management, LLC 0.05% Add +2.4% 8,825 $4.3M
Worth Asset Management, LLC 1.82% Reduce -16.2% 8,773 $4.3M
Mezzasalma Advisors, LLC 1.03% Add +108.0% 18,036 $4.3M
Gradient Capital Advisors, LLC 1.10% Reduce -3.1% 8,755 $4.3M
Fiducient Advisors LLC 0.53% Reduce -0.8% 8,729 $4.3M
Probity Advisors, Inc. 0.68% Reduce -4.2% 8,714 $4.3M
Kaydan Wealth Management, Inc. 1.23% Add +0.1% 8,708 $4.2M
Arcadia Investment Advisors LLC 1.97% Reduce -1.2% 8,695 $4.2M
Kelleher Financial Advisors 0.98% Add +4.5% 8,675 $4.2M
Elevatus Welath Management 1.15% Add +4.9% 8,657 $4.2M
Compass Financial Group, INC 0.60% Reduce -3.0% 8,635 $4.2M
National Philanthropic Trust 0.04% Add +0.1% 8,589 $4.2M
Opus Financial Solutions LLC 3.95% — 8,571 $4.2M
Level Wealth Management LLC 2.12% Add +361.9% 8,494 $4.1M
Summit Trail Advisors, LLC 0.07% Add +6.7% 8,483 $4.1M
Fort Vancouver Investment Management, LLC 2.21% Reduce -5.6% 8,468 $4.1M
Thoroughbred Financial Services, LLC 0.24% Add +10.1% 8,449 $4.1M
Oxford Wealth Group, LLC 1.99% — 8,410 $4.1M
Keel Point, LLC 0.25% Add +0.2% 8,390 $4.1M
Axis Wealth Partners, LLC 2.26% Add +3.6% 8,383 $4.1M
Pinnacle Associates Ltd. 0.05% Add +13.1% 8,378 $4.1M
American Capital Advisory, LLC 1.77% Reduce -2.2% 8,352 $4.1M
Rossby Financial, LCC 1.28% Add +1224.8% 8,333 $4.1M
STAR Financial Bank 2.08% New 8,329 $4.1M
Integrated Wealth Management 4.56% — 8,306 $4.1M
Accurate Wealth Management, LLC 0.51% Reduce -0.4% 8,244 $4.0M
Meeder Advisory Services, Inc. 0.17% Add +0.9% 8,295 $4.0M
Financial Alternatives, Inc 2.35% No change 8,281 $4.0M
Greenleaf Trust 0.04% Add +20.5% 8,235 $4.0M
Plancorp, LLC 0.12% Reduce -2.9% 8,232 $4.0M
Plante Moran Financial Advisors, LLC 0.25% Reduce -12.6% 8,227 $4.0M
Keebeck Wealth Management 0.46% Reduce -0.1% 8,205 $4.0M
Outlook Wealth Advisors, LLC 0.90% Reduce -0.9% 8,147 $4.0M
Prospect Financial Services LLC 2.28% Reduce -1.1% 8,141 $4.0M
HHM Wealth Advisors, LLC 0.47% Reduce -6.7% 8,102 $4.0M
Raab & Moskowitz Asset Management LLC 0.86% Reduce -0.0% 8,096 $3.9M
Evoke Wealth, LLC 0.08% Reduce -19.6% 8,081 $3.9M
Stonebridge Financial Planning Group, LLC 1.42% Add +5.4% 8,079 $3.9M
Canvas Wealth Advisors, LLC 0.67% Reduce -3.2% 8,077 $3.9M
Barnes Pettey Financial Advisors, LLC 1.94% Add +4.5% 8,037 $3.9M
Blom & Howell Financial Planning, Inc. 3.89% — 8,017 $3.9M
Orser Capital Management, LLC 2.21% Reduce -0.5% 8,012 $3.9M
Vines Capital Management, LLC 3.81% — 8,011 $3.9M
RVW Wealth, LLC 0.30% Reduce -0.3% 7,976 $3.9M
Forum Private Client Group LLC 1.33% Reduce -1.6% 7,975 $3.9M
McAdam, LLC 0.18% Add +7.7% 7,967 $3.9M
Transcend Capital Advisors, LLC 0.30% Reduce -20.4% 7,953 $3.9M
Guyasuta Investment Advisors Inc. 0.22% No change 7,905 $3.9M
Principal Securities, Inc. 0.06% Add +1.8% 7,904 $3.9M
Embree Financial Group 0.47% Add +0.3% 7,860 $3.8M
Capital Squared Financial LLC 2.98% Add +4.1% 7,844 $3.8M
Old National Bancorp 0.06% Add +1.1% 7,794 $3.8M
RCS Financial Planning, LLC 1.63% Add +2.9% 7,766 $3.8M
Advisor OS, LLC 0.30% Add +2.5% 7,760 $3.8M
Evermay Wealth Management LLC 0.42% Add +3.5% 7,718 $3.8M
Argent Trust Co 0.13% Add +36.9% 7,695 $3.8M
Allegheny Financial Group 0.55% Add +39.1% 7,666 $3.7M
Aspen Grove Capital, LLC 0.65% Reduce -0.9% 7,657 $3.7M
MJP Associates Inc. 0.47% Add +2.7% 7,623 $3.7M
Coastline Trust Co 0.35% No change 7,590 $3.7M
Latko Wealth Management, Ltd. 1.81% Reduce -23.5% 7,572 $3.7M
Continuum Advisory, LLC 0.37% Add +4.6% 7,551 $3.7M
Hanover Advisors Inc. 1.43% Reduce -1.7% 7,549 $3.7M
Clear Creek Financial Management, LLC 0.30% Add +5.7% 7,535 $3.7M
Covenant Asset Management, LLC 0.70% Add +1.8% 7,483 $3.7M
Forum Financial Management, LP 0.05% Reduce -1.6% 7,452 $3.6M
Wilson & Boucher Capital Management, LLC 2.39% No change 7,445 $3.6M
Compass Planning Associates Inc 2.50% Add +158.7% 7,412 $3.6M
Smithfield Trust Co 0.16% Reduce -2.5% 7,398 $3.6M
Wisconsin Wealth Advisors, LLC 3.53% Add +5.0% 7,393 $3.6M
Signal Advisors Wealth, LLC 0.29% Add +9.4% 7,376 $3.6M
Busey Bank 0.09% Add +80.3% 7,368 $3.6M
Rothschild Investment LLC 0.20% Add +0.4% 7,353 $3.6M
Elevation Point Wealth Partners, LLC 0.17% Add +66.0% 7,328 $3.6M
Moseley Investment Management Inc. 1.10% Add +6.2% 7,307 $3.6M
GHP Investment Advisors, Inc. 0.15% Add +3.2% 7,297 $3.6M
PGIM Custom Harvest LLC 0.05% Add +0.8% 7,296 $3.6M
Walter & Keenan Wealth Management LLC /in/ 0.95% Reduce -10.0% 7,269 $3.5M
JT Stratford LLC 0.46% Add +16.5% 7,250 $3.5M
ArchPoint Investors 0.84% No change 7,220 $3.5M
Russell Investments Group, Ltd. 0.00% Add +12.9% 7,194 $3.5M
Sharpepoint LLC 2.09% New 7,147 $3.5M
United Community Bank 1.32% Add +36.3% 7,128 $3.5M
Ashton Thomas Securities, LLC 0.66% Add +5.1% 7,120 $3.5M
Vestmark Advisory Solutions, Inc. 0.05% Add +112.8% 7,106 $3.5M
ProVise Management Group, LLC 0.24% Add +0.0% 7,016 $3.4M
Net Worth Advisory Group 0.69% Add +265.6% 6,997 $3.4M
MV Capital Management, Inc. 0.33% Reduce -0.7% 6,988 $3.4M
Southland Equity Partners LLC 0.67% Add +1.4% 6,961 $3.4M
KFA Private Wealth Group, LLC 0.83% Add +2.5% 6,956 $3.4M
Hoge Financial Services, LLC 1.82% Add +0.5% 6,939 $3.4M
Klingman & Associates, LLC 0.16% Add +81.5% 6,917 $3.4M
Chicago Capital, LLC 0.08% No change 6,917 $3.4M
Guardsman Private Capital Management, Inc. 2.68% — 6,900 $3.4M
Wealth Enhancement Trust Services, Inc. 0.43% — 6,898 $3.4M
Greenspring Advisors, LLC 0.21% Add +665.6% 6,890 $3.4M
Invst, LLC 0.37% Add +6.0% 6,886 $3.4M
Bartlett & Co. Wealth Management LLC 0.04% Add +0.0% 6,867 $3.4M
Sfam, LLC 3.05% — 6,829 $3.3M
Crestwood Advisors Group, LLC 0.06% Add +11.1% 6,812 $3.3M
Ancora Advisors LLC 0.07% Add +3.9% 6,799 $3.3M
Caldwell Trust Co 0.29% Add +5.1% 6,748 $3.3M
Main Street Financial Solutions, LLC 0.25% Reduce -38.8% 6,722 $3.3M
UNIVEST FINANCIAL Corp 0.17% Add +1.3% 6,721 $3.3M
Clark Capital Management Group, Inc. 0.02% Add +66.9% 6,709 $3.3M
Genesis Financial Group, LLC 1.90% — 6,699 $3.3M
BKM Wealth Management, LLC 1.19% Add +9.7% 6,655 $3.2M
Advance Capital Management, Inc. 0.14% Reduce -11.5% 6,620 $3.2M
Columbia Asset Management 0.57% Add +2.0% 6,594 $3.2M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.13% Add +93957.1% 6,584 $3.2M
Fenimore Asset Management Inc 0.07% No change 6,581 $3.2M
Strategic Equity Management 1.09% Add +0.4% 6,576 $3.2M
Fjell Capital, LLC 2.44% Reduce -2.3% 6,530 $3.2M
Independent Wealth Network Inc. 0.97% Add +5.9% 6,528 $3.2M
Ironwood Financial, llc 0.54% Add +8.7% 6,440 $3.2M
Millennium Management 0.00% Add +188.3% 6,501 $3.2M
Ballentine Partners, LLC 0.04% Reduce -1.6% 6,491 $3.2M
Torray Investment Partners LLC 0.48% Reduce -25.7% 6,436 $3.1M
Flputnam Investment Management Co. 0.05% Reduce -4.0% 6,427 $3.1M
Reynders McVeigh Capital Management, LLC 0.15% Add +3.4% 6,408 $3.1M
Rockwood Wealth Management, LLC 0.23% Add +8.9% 6,396 $3.1M
Red Wave Investments LLC 0.93% Reduce -2.9% 6,391 $3.1M
Adirondack Trust Co. 1.03% Add +1.2% 6,388 $3.1M
Global Wealth Management Investment Advisory, Inc. 0.50% Reduce -2.9% 6,372 $3.1M
Asempa Wealth Advisors 2.67% — 6,359 $3.1M
Dorsey & Whitney Trust CO LLC 0.16% Add +3.0% 6,355 $3.1M
Sagespring Wealth Partners, LLC 0.06% Add +16.1% 6,347 $3.1M
Smith Salley Wealth Management 0.15% Reduce -1.2% 6,330 $3.1M
VestGen Investment Management 1.71% Reduce -8.2% 6,319 $3.1M
Sagace Wealth Management LLC 2.09% Reduce -3.3% 6,284 $3.1M
Davis R M Inc. 0.05% Reduce -1.1% 6,282 $3.1M
North Star Asset Management Inc. 0.12% Add +0.0% 6,256 $3.1M
Summit Investment Advisory Services, LLC 1.15% Add +0.3% 6,244 $3.0M
American Institute for Advanced Investment Management, LLP 1.96% Reduce -2.0% 6,236 $3.0M
Xcelsior Advisor Partners LLC 1.47% — 6,216 $3.0M
RoundAngle Advisors LLC 2.20% Add +11.7% 6,206 $3.0M
Private Trust Co. NA 0.26% Add +1.3% 6,173 $3.0M
Accretive Wealth Partners, LLC 0.89% Reduce -0.5% 6,167 $3.0M
Geometric Wealth Advisors 0.39% Reduce -0.7% 6,149 $3.0M
Trinity Financial Advisors LLC 0.83% Reduce -0.2% 6,101 $3.0M
Diversified Trust Co. 0.05% Reduce -16.6% 6,100 $3.0M
Motco 0.27% Reduce -0.5% 6,080 $3.0M
SageGuard Financial Group, LLC 0.47% — 6,079 $3.0M
Bernicke Wealth Management, Ltd. 0.38% — 6,075 $3.0M
Cfo Capital Management LLC 2.21% — 6,049 $3.0M
L. Roy Papp & Associates, LLP 0.33% Reduce -14.8% 6,042 $2.9M
Westbourne Investments, Inc. 1.37% Reduce -7.8% 6,017 $2.9M
Jordan Park Group LLC 0.17% No change 6,000 $2.9M
Kestra Investment Management, LLC 0.07% Add +3.5% 5,991 $2.9M
IPG Investment Advisors LLC 0.51% Add +0.4% 5,989 $2.9M
Carl P. Sherr & Co., LLC 1.30% Reduce -3.0% 6,066 $2.9M
SwitchPoint Financial Planning, LLC 2.05% Reduce -0.1% 5,987 $2.9M
Sendero Wealth Management, LLC 0.32% Add +476.9% 5,948 $2.9M
Salem Investment Counselors Inc. 0.08% Reduce -0.2% 5,903 $2.9M
Apeiron RIA LLC 0.58% Reduce -16.0% 5,908 $2.9M
Silver Lake Advisory, LLC 1.12% Reduce -0.8% 5,896 $2.9M
Ade, LLC 1.39% Add +0.0% 5,889 $2.9M
Jackson Hole Capital Partners, LLC 0.49% No change 5,865 $2.9M
PW Nova Financial Services LLC 1.08% — 5,882 $2.9M
RS Crum Inc. 0.57% No change 5,840 $2.8M
Sunburst Financial Group, LLC 0.57% Reduce -0.9% 5,811 $2.8M
Gallagher Capital Advisors, LLC 1.83% New 5,751 $2.8M
MilWealth Group LLC 0.67% Reduce -0.1% 5,794 $2.8M
Nicolet Bankshares Inc. 0.45% Add +15.6% 5,794 $2.8M
Ewa, LLC 0.69% Reduce -0.1% 5,778 $2.8M
REDW Wealth LLC 1.07% Reduce -4.4% 5,751 $2.8M
Fidelis Capital Partners, LLC 0.20% Add +49.4% 5,745 $2.8M
Diversify Advisory Services, LLC 0.09% Reduce -2.6% 5,776 $2.8M
Triangle Securities Wealth Management 0.59% Add +1.9% 5,741 $2.8M
Hancock Whitney Corp. 0.05% Reduce -2.0% 5,741 $2.8M
Quadrant Private Wealth Management, LLC 0.46% No change 5,738 $2.8M
Norris Perne & French LLP 0.19% Add +25.3% 5,737 $2.8M
Fort Sheridan Advisors LLC 0.36% Add +1.7% 5,733 $2.8M
SKY-Mountain Capital Management, Inc. 1.86% Add +1.8% 5,745 $2.8M
Congress Asset Management Co. 0.02% Add +30.5% 5,727 $2.8M
Wealth Preservation Advisors, LLC 1.41% Reduce -3.4% 5,724 $2.8M
WESPAC Advisors, LLC 1.51% Reduce -8.7% 5,722 $2.8M
Riggs Asset Managment Co. Inc. 0.56% Add +3.9% 5,706 $2.8M
Blue Zone Wealth Advisors, LLC 0.53% No change 5,688 $2.8M
Americana Partners, LLC 0.08% Add +15.8% 5,681 $2.8M
Medallion Wealth Advisors, LLC 0.93% Add +2.5% 5,670 $2.8M
Fulton Bank, N.A. 0.10% Reduce -0.5% 5,666 $2.8M
Everpar Advisors LLC 1.02% Add +233.9% 5,657 $2.8M
WESPAC Advisors SoCal, LLC 0.55% Add +12.8% 5,636 $2.7M
Independent Advisor Alliance 0.07% Add +41.6% 5,621 $2.7M
Stephens Consulting, LLC 0.89% Reduce -3.0% 5,621 $2.7M
TFB Advisors LLC 0.76% Add +19.1% 5,608 $2.7M
Accent Capital Management, LLC 1.17% Reduce -59.6% 13,430 $2.7M
Moneywise, Inc. 1.14% Reduce -1.0% 5,600 $2.7M
Rhodes Investment Advisors Inc. 2.19% — 5,558 $2.7M
Certuity, LLC 0.17% Add +1.1% 5,551 $2.7M
Tannin Capital LLC 2.41% — 5,531 $2.7M
Retirement Income Solutions, Inc. 0.46% No change 5,521 $2.7M
Peapack Gladstone Financial Corp. 0.03% Reduce -5.9% 5,518 $2.7M
Ascentis Independent Advisors 0.43% Add +9.7% 5,493 $2.7M
Bowman & Co S.C. 1.13% Add +0.1% 5,477 $2.7M
Wealth Effects LLC 0.83% Reduce -6.9% 5,453 $2.7M
Bridgewater Advisors Inc. 0.17% Reduce -2.0% 5,575 $2.7M
Patten & Patten Inc. 0.16% Add +0.2% 5,439 $2.7M
Coppell Advisory Solutions LLC 0.26% Add +10.2% 5,361 $2.6M
K2 Financial Inc. 2.02% Reduce -2.4% 5,364 $2.6M
Safe Harbor Fiduciary, LLC 2.31% — 5,356 $2.6M
Northern Lights Advisors, Inc. 1.79% — 5,356 $2.6M
Oxford Financial Group, LTD. LLC 0.14% No change 5,352 $2.6M
Key Financial Inc 0.47% Add +1.4% 5,333 $2.6M
Bridges Investment Management Inc. 0.03% Reduce -5.8% 5,299 $2.6M
Investor's Fiduciary Advisor Network, LLC 0.55% Reduce -2.9% 5,300 $2.6M
Truefg, LLC 0.69% Add +0.8% 5,274 $2.6M
Ritter Daniher Financial Advisory LLC / DE 0.43% Reduce -1.3% 5,270 $2.6M
Integrated Advisors Network LLC 0.11% Reduce -18.7% 5,268 $2.6M
Whittier Trust Co. 0.03% Reduce -4.3% 5,219 $2.6M
Insigneo Advisory Services, LLC 0.18% Add +20.3% 5,241 $2.6M
Simplicity Wealth,LLC 0.15% Add +38.7% 5,238 $2.6M
Iron Gate Global Advisors LLC 0.26% Add +15.9% 5,237 $2.6M
Cassady Wealth & Retirement Planning, LLC 1.66% — 5,225 $2.5M
Evergreen Wealth Management, LLC 1.28% Reduce -4.4% 5,209 $2.5M
Wingate Wealth Advisors, Inc. 1.42% Add +3.7% 5,199 $2.5M
Marco Investment Management LLC 0.19% No change 5,150 $2.5M
Greenhouse Wealth Management, LLC 1.48% Reduce -0.4% 5,142 $2.5M
Atlas Legacy Advisors, LLC 0.44% Add +4.4% 5,117 $2.5M
Pinnacle Bancorp, Inc. 0.73% Reduce -2.4% 5,117 $2.5M
Intrua Financial, LLC 0.27% Add +44.2% 5,114 $2.5M
CWA Asset Management Group, LLC 0.09% Add +1.2% 5,085 $2.5M
Legacy Financial Group LLC 0.31% Add +2.6% 5,297 $2.5M
May Hill Capital, LLC 0.66% Reduce -0.1% 5,054 $2.5M
Sunbelt Securities, Inc. 0.16% Reduce -6.2% 5,037 $2.5M
Arsenal Capital Advisors LLC 1.73% — 5,009 $2.4M
World Equity Group, Inc. 0.68% Add +5.3% 4,989 $2.4M
Graetz Wealth LLC 2.21% — 4,987 $2.4M
DT Investment Partners, LLC 0.20% Add +0.2% 4,978 $2.4M
Foguth Wealth Management, LLC. 0.38% — 4,991 $2.4M
Marks Group Wealth Management, Inc 0.23% No change 4,969 $2.4M
SeaCrest Wealth Management, LLC 0.24% Add +4.9% 4,911 $2.4M
Mayflower Financial Advisors, LLC 0.29% Add +21.3% 4,948 $2.4M
Next Capital Management LLC 0.77% Reduce -4.1% 4,942 $2.4M
Compass Ion Advisors, LLC 0.23% Reduce -14.9% 4,941 $2.4M
Cary Street Partners Investment Advisory LLC 0.65% Add +1617.8% 4,930 $2.4M
Stone Loft Wealth Management LLC 2.26% — 4,929 $2.4M
Vantage Financial Partners, LLC 0.49% Add +0.2% 4,925 $2.4M
Harbour Capital Advisors, LLC 0.49% No change 4,927 $2.4M
BXM Wealth LLC 1.84% Add +2.2% 4,900 $2.4M
Daybright Advisory Services, Inc. 0.64% — 4,899 $2.4M
KLCM Advisors, Inc. 0.21% New 4,891 $2.4M
Kane Investment Management, Inc. 1.16% Add +2.2% 4,884 $2.4M
Silver Coast Investments LLC 0.82% Add +0.7% 4,884 $2.4M
Stratos Wealth Advisors, LLC 0.12% Reduce -91.4% 4,881 $2.4M
KPP Advisory Services LLC 0.35% Add +0.8% 4,880 $2.4M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 2.23% — 4,866 $2.4M
Camarda Financial Advisors, LLC 0.90% Add +15.2% 4,844 $2.4M
CDM Financial Counseling Services, Inc. 2.21% — 4,837 $2.4M
Evanson Asset Management, LLC 0.13% Add +1.4% 4,833 $2.4M
AAFMAA Wealth Management & Trust LLC 0.92% Reduce -21.6% 4,812 $2.3M
Occidental Asset Management, LLC 0.28% Add +16.2% 4,804 $2.3M
Powell Investment Advisors, LLC 0.81% Reduce -2.5% 4,793 $2.3M
Pecaut & Co. 0.75% Reduce -0.1% 4,783 $2.3M
Hanson & Doremus Investment Management 0.28% Add +0.1% 4,771 $2.3M
Paragon Private Wealth Management, LLC 0.71% Reduce -1.2% 4,753 $2.3M
Strategic Advocates LLC 0.59% Add +0.6% 4,702 $2.3M
Liberty Wealth Management LLC 0.30% Reduce -4.6% 4,736 $2.3M
Larson Financial Group LLC 0.08% Add +1.9% 4,709 $2.3M
Faithward Advisors, LLC 0.34% Add +32.0% 4,705 $2.3M
Asset Dedication, LLC 0.15% Reduce -7.3% 4,700 $2.3M
Wealth Watch Advisors, INC 0.84% Reduce -3.7% 4,649 $2.3M
Modern Wealth Management, LLC 0.04% Add +4.5% 4,641 $2.3M
Barnes Wealth Management Group, Inc 1.21% Reduce -5.5% 4,634 $2.3M
Element Squared LLC 1.23% Add +72.9% 4,632 $2.3M
Heritage Financial Services, LLC 0.19% No change 4,617 $2.3M
First Citizens Bank & Trust Co. 0.05% Reduce -7.2% 4,612 $2.3M
Olde Wealth Management, LLC 0.69% Reduce -0.6% 4,600 $2.2M
Balefire, LLC 0.44% Reduce -1.9% 4,597 $2.2M
Ballast Financial Advisors LLC 2.30% — 4,575 $2.2M
United Bank 0.29% No change 4,574 $2.2M
Trilogy Capital Inc. 0.10% Add +2.5% 4,569 $2.2M
Ally Invest Advisors Inc. 0.15% Add +1.2% 4,550 $2.2M
Prosperity Consulting Group, LLC 0.10% Reduce -3.0% 4,547 $2.2M
Ponta Wealth Partners, LLC 2.07% — 4,545 $2.2M
Tectonic Advisors LLC 0.12% Add +7.3% 4,536 $2.2M
Founders Financial Alliance, LLC 0.42% Reduce -3.6% 4,527 $2.2M
Freestone Capital Holdings, LLC 0.07% Add +15.1% 4,527 $2.2M
Capital Investment Counsel, LLC 0.31% Add +88.7% 4,520 $2.2M
Maia Wealth LLC 0.38% Reduce -60.1% 4,788 $2.2M
Synergy Asset Management, LLC 0.23% Reduce -72.9% 4,511 $2.2M
GM Advisory Group, LLC 0.09% Add +4.1% 4,510 $2.2M
Orin Green Financial, LLC 0.88% Reduce -2.7% 4,493 $2.2M
Strategic Wealth Partners, Ltd. 0.15% Add +66.2% 4,486 $2.2M
Sovran Advisors, LLC 0.19% Add +17.1% 4,496 $2.2M
Bedel Financial Consulting, Inc. 0.23% Reduce -1.8% 4,471 $2.2M
Allstreet Capital Advisors LLC 1.58% — 4,469 $2.2M
Clarendon Private LLC 1.84% No change 4,453 $2.2M
Cibc World Market Inc. 0.00% Reduce -12.3% 4,452 $2.2M
Retirement Planning Co of New England, Inc. 0.87% Add +0.9% 4,446 $2.2M
Mission Creek Capital Partners, Inc. 0.44% Add +7.6% 4,438 $2.2M
Douglass Winthrop Advisors, LLC 0.04% No change 4,430 $2.2M
Avant Capital LLC 1.48% Reduce -2.0% 4,413 $2.2M
Rollins Financial Advisors, LLC 0.31% Reduce -0.8% 4,392 $2.1M
Walkner Condon Financial Advisors LLC 0.30% Add +6.3% 4,372 $2.1M
Graves Light Lenhart Wealth, Inc. 0.23% Reduce -6.8% 4,351 $2.1M
Goldstein Advisors, LLC 0.24% Reduce -2.0% 4,349 $2.1M
Livet Wealth, LLC 1.31% — 4,343 $2.1M
Stonebrook Private Inc. 0.44% Reduce -0.1% 4,337 $2.1M
Nicholas Hoffman & Company, LLC. 0.05% Add +1.5% 4,317 $2.1M
Community Trust & Investment Co. 0.11% Add +0.1% 4,301 $2.1M
Cypress Point Wealth Management, LLC 0.46% Reduce -2.4% 4,298 $2.1M
Staley Capital Advisers Inc. 0.09% Add +0.3% 4,284 $2.1M
CGC Financial Services, LLC 0.56% Add +19.1% 4,281 $2.1M
Marquette Asset Management, LLC 0.31% No change 4,274 $2.1M
Kearns & Associates LLC 1.08% Add +0.0% 4,267 $2.1M
Alta Wealth Advisors LLC 0.69% Reduce -1.8% 4,218 $2.1M
Saiph Capital, LLC 0.74% Reduce -3.5% 4,216 $2.1M
Taylor Hoffman Capital Management LLC 0.62% Reduce -2.1% 4,209 $2.1M
Tradewinds, LLC. 0.49% Add +3.7% 4,207 $2.1M
Tandem Capital Management Corp. 0.93% Add +0.6% 4,204 $2.1M
Boyd Wealth Management, LLC 0.87% Reduce -1.9% 4,203 $2.1M
White Knight Strategic Wealth Advisors, LLC 1.50% Reduce -0.1% 4,201 $2.0M
International Assets Investment Management, LLC 0.14% Add +17.6% 4,201 $2.0M
TMB Capital Partners, LLC 0.70% — 4,198 $2.0M
Next Level Private LLC 0.54% Add +0.0% 4,197 $2.0M
Accel Wealth Management 0.56% Add +3.3% 4,193 $2.0M
Compass Advisory Group LLC 0.55% Reduce -1.7% 4,189 $2.0M
Obermeyer Wealth Partners 0.09% Add +8.9% 4,175 $2.0M
Madden Advisory Services, Inc. 0.82% Add +15.0% 4,161 $2.0M
Wiser Advisor Group LLC 2.32% Reduce -1.6% 4,154 $2.0M
Glenview Trust Co 0.03% Add +0.1% 4,147 $2.0M
HORAN Wealth, LLC 0.31% Add +2.2% 4,146 $2.0M
First Trust Advisors LP 0.00% Add +2.6% 4,144 $2.0M
CBM Financial, LLC 1.37% — 4,349 $2.0M
Jaffetilchin Investment Partners, LLC 0.12% Add +4.2% 4,089 $2.0M
CRA Financial Services, LLC 0.26% Reduce -2.1% 4,088 $2.0M
Rossmore Private Capital 0.18% Reduce -0.1% 4,086 $2.0M
ICONIQ Capital, LLC 0.03% Add +0.0% 4,080 $2.0M
Aventus Investment Advisors, Inc. 1.61% Reduce -0.1% 4,069 $2.0M
Ferguson Wellman Capital Management, Inc. 0.03% Add +2.6% 4,069 $2.0M
Park Place Capital Corp 0.41% Add +0.0% 4,063 $2.0M
GAMMA Investing LLC 0.10% Reduce -9.7% 4,056 $2.0M
NorthLanding Financial Partners, LLC 1.59% Reduce -1.5% 4,052 $2.0M
Baker Avenue Asset Management, LP 0.05% Add +50.3% 4,045 $2.0M
Arlington Capital Management, Inc. 1.21% Add +1.6% 4,020 $2.0M
Sfm, LLC 1.15% No change 4,019 $2.0M
Focused Alpha, LLC 0.58% — 4,018 $2.0M
Icon Wealth Advisors, LLC 0.13% Reduce -0.0% 4,011 $2.0M
TD Waterhouse Canada Inc. 0.01% Reduce -19.6% 4,006 $2.0M
Southern Capital Advisors, LLC 0.90% Add +0.7% 4,003 $2.0M
Park National Corp. 0.06% Reduce -0.7% 3,995 $1.9M
Oakworth Capital, Inc. 0.11% Reduce -0.1% 3,994 $1.9M
Acorn Wealth Advisors, LLC 0.58% Add +1.6% 3,982 $1.9M
Detalus Advisors, LLC 0.47% No change 3,981 $1.9M
Robinson Smith Wealth Advisors LLC 1.33% Add +4.8% 3,979 $1.9M
West Financial Advisors, LLC 0.32% Reduce -29.3% 3,944 $1.9M
LifeSteps Financial, Inc. 1.23% Reduce -5.1% 3,937 $1.9M
North Ridge Wealth Advisors, Inc. 1.07% Reduce -0.3% 3,925 $1.9M
Breakwater Capital Group 0.27% Add +0.3% 3,912 $1.9M
Maripau Wealth Management LLC 0.88% Reduce -3.4% 3,904 $1.9M
Sage Financial Management Group, Inc. 0.58% Add +1.9% 3,888 $1.9M
Asset Management Group, Inc. 0.31% Reduce -0.2% 3,888 $1.9M
Tower Research Capital LLC (TRC) 0.05% New 3,873 $1.9M
IFC Advisors LLC 0.28% Reduce -3.9% 3,865 $1.9M
Fusion Family Wealth, LLC 0.14% No change 3,844 $1.9M
Yelin Lapidot Holdings Management Ltd. 0.37% No change 3,835 $1.9M
Retirement Guys Formula LLC 0.85% Add +0.7% 4,234 $1.9M
Spinnaker Investment Group, LLC 0.34% Reduce -6.0% 3,828 $1.9M
Perryman Financial Advisory Inc. 0.27% — 3,826 $1.9M
Crux Wealth Advisors 0.69% Reduce -2.6% 3,818 $1.9M
Security National Bank of So Dak 0.92% No change 3,813 $1.9M
WealthCare Investment Partners, LLC 0.54% Reduce -1.6% 3,818 $1.9M
Chilton Capital Management LLC 0.06% Reduce -22.8% 3,803 $1.9M
GeoWealth Management, LLC 0.07% Reduce -12.9% 3,802 $1.9M
Deutsche Bank AG 0.00% No change 3,797 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -1.2% 3,796 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -5.4% 3,789 $1.8M
Arkos Global Advisors 0.24% Reduce -13.0% 3,787 $1.8M
SkyOak Wealth, LLC 0.33% Add +0.3% 3,775 $1.8M
Burney Co./ 0.06% Add +8.2% 3,758 $1.8M
Goodwin Investment Advisory 2.01% Add +5.1% 3,757 $1.8M
Lantz Financial LLC 0.39% Add +3.2% 3,750 $1.8M
First Manhattan Co. Llc. 0.00% Reduce -5.9% 3,741 $1.8M
Prepared Retirement Institute LLC 0.92% Add +0.6% 3,739 $1.8M
Cypress Financial Planning LLC 0.51% Add +50.3% 3,717 $1.8M
Lifeworks Advisors, LLC 0.24% Add +0.9% 3,723 $1.8M
River Wealth Advisors LLC 0.20% No change 3,704 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.59% Add +0.1% 3,702 $1.8M
Twin Lakes Capital Management, LLC 0.80% Add +0.2% 3,695 $1.8M
Equity Wealth Partners, LLC 1.17% Reduce -20.3% 3,694 $1.8M
Harbor Group, Inc. 0.27% Reduce -1.7% 3,691 $1.8M
Lincoln Capital LLC 0.32% Add +6.0% 3,669 $1.8M
Lloyd Advisory Services, LLC. 0.69% Reduce -1.4% 3,661 $1.8M
TCW Group Inc. 0.01% New 3,659 $1.8M
Advocate Group LLC 0.29% No change 3,649 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.12% Add +17.1% 3,647 $1.8M
New Republic Capital, LLC 0.47% Add +109.2% 3,647 $1.8M
LaFleur & Godfrey LLC 0.22% Add +7.9% 3,645 $1.8M
Aua Capital Management, LLC 0.89% No change 3,643 $1.8M
Western Reserve Capital Management, LLC 1.66% — 3,642 $1.8M
Cordoba Advisory Partners LLC 0.44% — 3,638 $1.8M
Easterly Investment Partners LLC 0.11% No change 3,633 $1.8M
Money Concepts Capital Corp. 0.10% Add +45.1% 3,626 $1.8M
PAX Financial Group, LLC 0.30% Reduce -5.4% 3,623 $1.8M
Quadrant Capital Group LLC 0.05% Add +17.1% 3,623 $1.8M
Bogart Wealth, LLC 0.07% Add +58.4% 3,616 $1.8M
Northwest Bancshares, Inc. 0.34% Reduce -2.5% 3,604 $1.8M
PCM Encore, LLC 0.37% — 3,595 $1.8M
Colonial Trust Co / SC 0.23% Reduce -0.8% 3,591 $1.8M
Westmount Partners, LLC 0.44% Add +0.1% 3,589 $1.8M
Confluence Wealth Services, Inc. 0.07% Reduce -12.4% 3,589 $1.8M
Investments & Financial Planning, LLC 0.94% Reduce -9.4% 3,583 $1.7M
Optima Capital LLC 0.76% Reduce -9.4% 3,575 $1.7M
Athena Investment Management 0.89% Add +2.4% 3,566 $1.7M
SK Wealth Management, LLC 0.48% Reduce -9.7% 3,583 $1.7M
Juncture Wealth Strategies, LLC 0.57% Add +22.1% 3,561 $1.7M
Cherry Tree Wealth Management, LLC 0.37% Add +2.6% 3,559 $1.7M
Midwest Financial Partners Investments, Inc. 0.96% — 3,553 $1.7M
William Mack & Associates, Inc. 0.81% Add +7.5% 3,548 $1.7M
Mogy Joel R Investment Counsel Inc. 0.09% Reduce -2.8% 3,535 $1.7M
DeLarme Wealth Management, Inc. 1.22% — 3,533 $1.7M
Foster Group, Inc. 0.05% Reduce -24.2% 3,528 $1.7M
Verus Capital Partners, LLC 0.11% Add +13.8% 3,515 $1.7M
Silver Oak Securities, Incorporated 0.12% Reduce -62.4% 3,485 $1.7M
Granville Capital, Inc. 0.91% — 3,509 $1.7M
Cedar Mountain Advisors, LLC 0.33% Reduce -0.3% 3,493 $1.7M
Eldridge Investment Advisors, Inc. 0.38% Add +4.0% 3,492 $1.7M
Austin Wealth Management, LLC 0.25% Add +63.4% 3,482 $1.7M
Hilltop National Bank 0.41% Add +2.5% 3,464 $1.7M
Grange Capital, LLC 1.62% Reduce -2.4% 3,453 $1.7M
Brady Martz Wealth Solutions, LLC 0.30% Add +31.7% 3,452 $1.7M
Provenance Wealth Advisors, LLC 0.19% Reduce -16.9% 3,448 $1.7M
Zinnia Wealth Advisory, LLC 1.82% — 3,444 $1.7M
360 Financial, Inc. 0.51% Add +0.9% 3,434 $1.7M
W1M Asset Management Ltd 0.02% New 3,424 $1.7M
Florida Financial Advisors, LLC 0.45% Reduce -15.5% 3,414 $1.7M
Obsidian Cio, LLC 2.47% Reduce -91.5% 3,414 $1.7M
Noesis Capital Mangement Corp. 0.24% Add +0.5% 3,410 $1.7M
T. Rowe Price Associates Inc. 0.00% Add +1.8% 3,402 $1.7M
LRI Investments, LLC 0.13% Add +2.4% 3,399 $1.7M
Capital Group Private Client Services, Inc. 0.03% Reduce -12.4% 3,395 $1.7M
Manchester Capital Management LLC 0.23% Reduce -2.5% 3,391 $1.7M
Donalies Financial Planning, LLC 1.41% — 3,385 $1.7M
Spectrum Asset Management, Inc. (NB/CA) 0.55% Reduce -5.2% 3,382 $1.6M
Meritage Portfolio Management 0.11% Reduce -6.0% 3,368 $1.6M
Petersen Hastings Wealth Advisors Inc. 0.16% — 3,362 $1.6M
Summit Wealth & Retirement Planning, Inc. 0.39% Add +1.5% 3,361 $1.6M
SFG Wealth Management, LLC. 0.64% No change 3,351 $1.6M
Ingalls & Snyder LLC 0.06% Reduce -14.1% 3,347 $1.6M
Boston Trust Walden Corp 0.01% No change 3,334 $1.6M
Pekin Hardy Strauss, Inc. 0.15% Add +5.7% 3,328 $1.6M
Operose Advisors LLC 0.38% Add +0.0% 3,328 $1.6M
Cosner Financial Group, LLC 0.83% Reduce -0.6% 3,326 $1.6M
Precision Wealth Strategies, LLC 0.53% Reduce -28.9% 3,322 $1.6M
Legacy Wealth Partners, LLC 0.42% — 3,319 $1.6M
Graney & King, LLC 0.95% Reduce -0.9% 3,316 $1.6M
Legacy Advisors, LLC 0.17% Add +3.3% 3,315 $1.6M
Range Advisory, LLC 0.42% — 3,309 $1.6M
Transamerica Financial Advisors, LLC 0.13% Add +51.8% 3,309 $1.6M
Tme Financial, Inc. 1.13% Add +10.9% 3,305 $1.6M
McAlister, Sweet & Associates, Inc. 1.22% Reduce -1.5% 3,299 $1.6M
Bank of New Hampshire 0.36% Reduce -3.3% 3,294 $1.6M
DMKC Advisory Services, LLC 0.70% Add +17.9% 3,291 $1.6M
Breakwater Investment Management 0.58% No change 3,284 $1.6M
Jackson Wealth Management, LLC 0.16% Reduce -4.0% 3,280 $1.6M
Team Hewins, LLC 0.51% No change 3,272 $1.6M
Aprio Wealth Management, LLC 0.09% Add +14.4% 3,223 $1.6M
New England Private Wealth Advisors LLC 0.20% Reduce -1.1% 3,256 $1.6M
Jeppson Wealth Management, LLC 0.50% Reduce -3.2% 3,255 $1.6M
Arq Wealth Advisors, LLC 0.42% No change 3,228 $1.6M
Curtis Advisory Group, LLC 0.33% Reduce -7.5% 3,205 $1.6M
Chapin Davis, Inc. 0.37% Add +0.0% 3,194 $1.6M
Alpha Cubed Investments, LLC 0.05% Add +1.5% 3,186 $1.6M
Aureus Asset Management, LLC 0.10% Reduce -59.2% 3,183 $1.6M
Holos Integrated Wealth LLC 0.86% Reduce -2.5% 3,186 $1.5M
Dana Investment Advisors, Inc. 0.04% Reduce -8.4% 3,172 $1.5M
Cohen Investment Advisors LLC 0.71% Add +1.8% 3,146 $1.5M
Rather & Kittrell, Inc. 0.25% Add +27.9% 3,146 $1.5M
Matrix Asset Advisors Inc. 0.14% No change 3,145 $1.5M
Buck Wealth Strategies, LLC 0.19% Reduce -16.0% 3,144 $1.5M
Canandaigua National Bank & Trust Co. 0.14% Reduce -4.8% 3,144 $1.5M
Portside Wealth Group, LLC 0.21% Add +169.3% 3,126 $1.5M
Three Magnolias Financial Advisors, LLC 0.95% Add +3.4% 3,121 $1.5M
Del-Sette Capital Management, LLC 0.94% No change 3,107 $1.5M
Shelton Capital Management 0.03% Reduce -1.6% 3,083 $1.5M
First County Bank 0.79% Reduce -52.9% 3,077 $1.5M
Fielder Capital Group LLC 0.32% Reduce -0.0% 3,066 $1.5M
Fiduciary Financial Group, LLC 0.21% Add +1.8% 3,051 $1.5M
Northwest Wealth Advisors, LLC 1.16% — 3,049 $1.5M
Trust Co. of Vermont 0.06% Add +6.9% 3,038 $1.5M
Ruggaard & Associates LLC 0.58% Add +3.6% 3,035 $1.5M
Generations Wealth, LLC 1.52% — 3,035 $1.5M
WealthTrak Capital Management LLC 1.06% Reduce -4.0% 3,034 $1.5M
Harmony Asset Management LLC 0.50% Add +24.1% 3,034 $1.5M
Nautilus Advisors LLC 0.97% Reduce -4.1% 3,034 $1.5M
Rockbridge Investment Management, LCC 0.14% Add +0.8% 3,032 $1.5M
Mb, Levis & Associates, LLC 0.62% Add +0.2% 3,019 $1.5M
G&S Capital LLC 0.52% Add +0.1% 3,019 $1.5M
Delta Capital Management LLC 0.83% No change 3,000 $1.5M
CVA Family Office, LLC 0.17% Reduce -2.0% 2,999 $1.5M
Providence Capital Advisors, LLC 0.25% No change 2,995 $1.5M
Diversify Wealth Management, LLC 0.07% Add +2.7% 2,974 $1.5M
Independence Bank of Kentucky 0.18% Add +0.5% 2,994 $1.5M
Kirtland Hills Capital Management, LLC 0.51% Add +1.4% 2,985 $1.5M
Cambria Investment Management, L.P. 0.08% New 2,983 $1.5M
Bull Oak Capital, LLC 0.59% No change 2,981 $1.5M
Convergence Financial, LLC 0.21% Add +10.8% 2,978 $1.5M
Patriot Investment Management Group, Inc. 0.09% Add +0.0% 2,974 $1.5M
Passive Capital Management, LLC. 0.45% No change 2,965 $1.4M
Strait & Sound Wealth Management LLC 0.54% Reduce -1.2% 2,962 $1.4M
Libra Wealth LLC 0.40% Add +8.1% 2,961 $1.4M
Baring Financial LLC 0.88% Reduce -3.7% 2,959 $1.4M
Innovative Wealth Building LLC 1.05% Add +15.6% 2,959 $1.4M
Journey Advisory Group, LLC 0.12% Reduce -6.2% 2,952 $1.4M
Headinvest, LLC 0.29% Add +0.2% 2,952 $1.4M
180 Wealth Advisors, LLC 0.16% Reduce -0.4% 2,947 $1.4M
Shepherd Financial Partners LLC 0.13% No change 2,937 $1.4M
Camelot Portfolios, LLC 0.89% Reduce -19.9% 2,935 $1.4M
Principal Financial Group Inc. 0.00% New 2,931 $1.4M
Farmers Trust Co. 0.23% Reduce -0.3% 2,925 $1.4M
Hurley Capital, LLC 0.79% Reduce -0.2% 2,903 $1.4M
Golden State Wealth Management, LLC 0.15% Reduce -0.3% 2,889 $1.4M
Realta Investment Advisors 0.46% Add +11.2% 2,888 $1.4M
KilterHowling LLC 0.71% Reduce -20.3% 2,875 $1.4M
Bravera Wealth 0.70% — 2,873 $1.4M
Cornell Pochily Investment Advisors, Inc. 0.41% Add +3.2% 2,868 $1.4M
First National Trust Co 0.05% Add +15.6% 2,867 $1.4M
Phillips Financial Management, LLC 0.09% Add +2.4% 2,865 $1.4M
Sageworth Trust Co 0.06% Reduce -7.8% 2,864 $1.4M
Stablepoint Partners, LLC 0.22% Add +9.8% 2,857 $1.4M
Compass Capital Corp. /Ma/ 0.54% Reduce -62.9% 2,948 $1.4M
Mach-1 Financial Group, LLC 0.29% Add +55.9% 2,848 $1.4M
John W. Brooker & Co., CPAs 2.48% New 2,839 $1.4M
Edgestream Partners, L.P. 0.04% Add +36.8% 2,835 $1.4M
Highview Capital Management LLC 0.49% New 2,823 $1.4M
First Command Advisory Services, Inc. 0.01% Reduce -7.0% 2,811 $1.4M
Capital Asset Managemnet, LLC 1.52% — 2,807 $1.4M
HF Advisory Group, LLC 0.48% Add +3.7% 2,807 $1.4M
Encompass Wealth Advisors, LLC 0.47% Reduce -1.3% 2,802 $1.4M
HBW Advisory Services LLC 0.15% Add +2.8% 2,801 $1.4M
Qube Research & Technologies Ltd 0.00% Reduce -30.1% 2,791 $1.4M
Michels Family Financial, LLC 1.00% Add +5.3% 2,777 $1.4M
Gilbert & Cook, Inc. 0.17% Reduce -0.4% 2,775 $1.4M
Annex Advisory Services, LLC 0.03% Reduce -1.3% 2,774 $1.4M
Jacobi Capital Management LLC 0.08% Add +0.9% 2,769 $1.4M
Johnson Financial Group, LLC 0.08% Add +152.5% 2,765 $1.3M
Sound Income Strategies, LLC 0.06% Add +18.3% 2,769 $1.3M
Gladwyn Financial Advisors, Inc. 0.94% Reduce -0.8% 2,753 $1.3M
Circle Wealth Management, LLC 0.02% Reduce -0.2% 2,752 $1.3M
Beacon Financial Advisory LLC 0.31% Add +4.7% 2,744 $1.3M
Intellectus Partners, LLC 0.26% Add +21.6% 2,730 $1.3M
Traynor Capital Management, Inc. 0.07% Reduce -9.0% 2,727 $1.3M
Strategic Wealth Investment Group, LLC 0.16% Reduce -34.7% 2,726 $1.3M
Private Advisory Group LLC 0.10% Reduce -1.4% 2,723 $1.3M
Sterling Wealth Management, Inc. 0.38% Reduce -32.1% 2,721 $1.3M
Claro Advisors Inc. 0.18% No change 2,713 $1.3M
Hoxton Planning & Management, LLC 0.40% Reduce -2.7% 2,713 $1.3M
Waller Financial Planning Group, Inc. 0.29% Reduce -2.0% 2,709 $1.3M
Marion Wealth Management 0.29% No change 2,733 $1.3M
Flagship Private Wealth, LLC 0.52% Reduce -0.7% 2,708 $1.3M
Caldwell Sutter Capital, Inc. 0.56% Reduce -1.1% 2,707 $1.3M
Fiduciary Trust Co 0.01% Add +0.6% 2,701 $1.3M
Personal Cfo Solutions, LLC 0.21% Reduce -0.7% 2,700 $1.3M
Fortis Capital Advisors, LLC 0.19% Add +1.8% 2,698 $1.3M
Sentinel Wealth Management, Inc. 1.09% No change 2,689 $1.3M
Johnson Financial Group, Inc. 0.05% Add +0.9% 2,681 $1.3M
Luminvest Wealth Management LLC 0.36% New 2,677 $1.3M
Valley National Advisers Inc. 0.18% Add +60.8% 2,671 $1.3M
Marin Bay Wealth Advisors, LLC 0.75% — 2,667 $1.3M
Tsfg, LLC 0.19% Reduce -0.0% 2,652 $1.3M
RTD Financial Advisors, Inc. 0.16% Reduce -53.9% 2,652 $1.3M
Haverford Trust Co 0.01% Reduce -1.9% 2,651 $1.3M
Alteri Wealth LLC 0.42% Add +7.3% 2,648 $1.3M
Herold Advisors, Inc. 0.29% Add +0.1% 2,644 $1.3M
Frank, Rimerman Advisors LLC 0.08% No change 2,643 $1.3M
Alpha Omega Wealth Management LLC 0.21% Reduce -0.9% 2,641 $1.3M
Farmers & Merchants Investments Inc. 0.04% Reduce -7.8% 2,629 $1.3M
Patton Albertson Miller Group, LLC 0.15% Add +1.9% 2,626 $1.3M
Zacks Investment Management 0.01% Reduce -3.0% 2,625 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -2.9% 2,621 $1.3M
Thayer Partners, LLC / MA 0.62% — 2,614 $1.3M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -2.2% 2,613 $1.3M
Harbor Asset Planning, Inc. 1.09% Reduce -0.1% 2,610 $1.3M
Sherman Wealth Management LLC 1.10% — 2,608 $1.3M
Williams Jones Wealth Management, LLC. 0.01% Add +23.5% 2,603 $1.3M
Seneschal Advisors, LLC 0.93% Reduce -8.8% 2,601 $1.3M
Baker Tilly Wealth Management, LLC 0.31% Add +9.1% 2,595 $1.3M
Englebert Financial Advisers, LLC 1.46% — 2,594 $1.3M
Wealthquest Corp 0.10% New 2,591 $1.3M
Symmetry Partners, LLC 0.07% Add +0.4% 2,583 $1.3M
Soltis Investment Advisors LLC 0.08% Reduce -46.9% 2,577 $1.3M
Summit Global Investments 0.07% Reduce -0.6% 2,563 $1.3M
Horizon Investment Services, LLC 0.45% Add +4.7% 2,559 $1.2M
Bouchey Financial Group, Ltd. 0.09% No change 2,559 $1.2M
Linscomb Wealth, Inc. 0.05% Reduce -13.5% 2,557 $1.2M
Indiana Trust & Investment Management Co 0.37% No change 2,554 $1.2M
Bridgewealth Advisory Group, LLC 0.27% Reduce -8.8% 2,547 $1.2M
Summit Financial Strategies, Inc. 0.10% Add +7.2% 2,547 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +0.1% 2,544 $1.2M
LPWM LLC 0.31% Add +0.5% 2,509 $1.2M
Sonoma Private Wealth LLC 1.47% Add +6.2% 2,497 $1.2M
Latitude Advisors, LLC 0.53% Add +6.7% 2,491 $1.2M
Madrid Wealth Management, LLC 0.99% — 2,490 $1.2M
Traction Financial Partners, LLC 0.72% No change 2,490 $1.2M
Revisor Wealth Management LLC 0.32% Add +232.7% 2,505 $1.2M
Farmers National Bank 0.27% Reduce -2.2% 2,487 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -0.3% 2,480 $1.2M
Frontier Asset Management, LLC 0.28% Add +31.4% 2,472 $1.2M
Conservest Capital Advisors, Inc. 0.11% Reduce -0.8% 2,470 $1.2M
Hughes Financial Services, LLC 0.19% No change 2,455 $1.2M
HUB Investment Partners, LLC 0.03% Reduce -21.3% 2,452 $1.2M
Orgel Wealth Management, LLC 0.03% Add +5.7% 2,450 $1.2M
Gryphon Financial Partners LLC 0.13% New 2,447 $1.2M
Viawealth, LLC 0.67% Reduce -4.0% 2,442 $1.2M
RKL Wealth Management LLC 0.10% Add +0.7% 2,438 $1.2M
First National Bank Sioux Falls 0.35% Reduce -28.3% 2,428 $1.2M
IFG Advisors, LLC 0.20% Add +2.3% 2,415 $1.2M
Elm Partners Management LLC 0.05% Add +41.8% 2,414 $1.2M
Interchange Capital Partners, LLC 0.22% Reduce -0.3% 2,413 $1.2M
Tudor Investment Corporation 0.01% Reduce -78.5% 2,413 $1.2M
Strategic Financial Services, Inc. 0.05% Add +3.5% 2,512 $1.2M
PDS Planning, Inc 0.08% Reduce -0.6% 2,411 $1.2M
Aviso Wealth Management 0.49% Add +3.5% 2,409 $1.2M
Winch Advisory Services, LLC 0.26% Add +3.3% 2,404 $1.2M
Nordwand Advisors, LLC 0.20% No change 2,400 $1.2M
AMG National Trust Bank 0.03% Add +2.9% 2,399 $1.2M
Everstar Asset Management, LLC 0.62% Reduce -1.1% 2,389 $1.2M
Collective Family Office LLC 0.27% No change 2,388 $1.2M
Evolution Wealth Advisors, LLC 0.12% No change 2,386 $1.2M
Badgley Phelps Wealth Managers, LLC 0.02% Add +25.7% 2,381 $1.2M
Tanglewood Legacy Advisors, LLC 0.44% No change 2,380 $1.2M
Wealth Advisors of Iowa, LLC 0.38% Add +2.4% 2,370 $1.2M
Stark Wealth Management LLC 4.33% Reduce -13.3% 2,361 $1.2M
Diversified Management Inc. 0.27% — 2,359 $1.2M
Towercrest Capital Management 0.18% Add +7.5% 2,356 $1.1M
Alley Investment Management Company, LLC 0.13% Reduce -0.9% 2,354 $1.1M
Avantax Planning Partners, Inc. 0.03% Reduce -14.7% 2,352 $1.1M
Cottage Street Advisors LLC 0.48% Add +19.9% 2,348 $1.1M
First Bancorp, Inc 0.61% Reduce -4.0% 2,333 $1.1M
Chemistry Wealth Management LLC 0.21% Reduce -1.5% 2,330 $1.1M
Focused Wealth Management, Inc 0.12% Reduce -6.4% 2,329 $1.1M
Silver Grove Financial Group, Inc. 0.98% Add +5.7% 2,322 $1.1M
Investmark Advisory Group LLC 0.48% Reduce -4.8% 2,316 $1.1M
SHP Wealth Management 0.09% — 2,312 $1.1M
Wealth Architects, LLC 0.10% Add +0.2% 2,300 $1.1M
FRG Family Wealth Advisors LLC 0.17% No change 2,298 $1.1M
LJI Wealth Management, LLC 0.17% Add +14.2% 2,292 $1.1M
Cane Capital Partners, LLC 0.47% — 2,287 $1.1M
Tocqueville Asset Management L.P. 0.02% Add +0.3% 2,280 $1.1M
J Hagan Capital, Inc. 0.61% Reduce -73.7% 2,276 $1.1M
Brown Miller Wealth Management, LLC 0.31% Reduce -7.7% 2,274 $1.1M
Redwood Financial Network Corp 0.71% Reduce -5.8% 2,273 $1.1M
MKT Advisors LLC 0.38% Add +35.2% 2,265 $1.1M
Talisman Wealth Advisors LLC 0.86% Add +3.0% 2,262 $1.1M
Strive Financial Group ,LLC 0.58% — 2,259 $1.1M
Wealth Dimensions Group, Ltd. 0.22% Reduce -0.6% 2,257 $1.1M
Tenon Financial LLC 0.46% Reduce -10.2% 2,256 $1.1M
Allen Capital Group, LLC 0.10% Add +2.4% 2,256 $1.1M
AAF Wealth Management, LLC 0.46% Add +8.2% 2,255 $1.1M
Capital Advisors Inc. 0.02% Add +4.2% 2,248 $1.1M
Pittenger & Anderson Inc. 0.04% Add +15.8% 2,245 $1.1M
Black Swift Group, LLC 0.18% No change 2,244 $1.1M
Pinney & Scofield, Inc. 0.62% Add +28.5% 2,236 $1.1M
Evolution Wealth Management Inc. 0.90% Add +4.3% 2,234 $1.1M
Mascagni Wealth Management, Inc. 0.81% Reduce -0.8% 2,231 $1.1M
Roundview Capital LLC 0.07% Add +0.2% 2,230 $1.1M
Charis Legacy Partners, LLC 1.61% Reduce -1.2% 2,230 $1.1M
Waterfront Wealth Inc. 0.21% Add +1.7% 2,232 $1.1M
Natural Investments, LLC 0.27% New 2,220 $1.1M
Myecfo, LLC 0.46% Reduce -0.2% 2,214 $1.1M
Holderness Investments Co. 0.22% Reduce -4.5% 2,205 $1.1M
RHS Financial, LLC 0.52% Add +17.3% 2,204 $1.1M
Cornerstone Advisors Asset Management, LLC 0.17% Add +10.2% 2,194 $1.1M
Alaska Wealth Advisors, LLC 0.14% Reduce -3.0% 2,188 $1.1M
ZEGA Investments, LLC 0.21% Add +11.1% 2,179 $1.1M
KW Wealth Management LLC 1.60% Reduce -4.3% 2,162 $1.1M
Abacus Wealth Partners, LLC 0.10% Reduce -1.1% 2,162 $1.1M
Thryve Wealth Management LLC 0.52% — 2,158 $1.1M
RiverFront Investment Group, LLC 0.02% Reduce -6.3% 2,154 $1.1M
Hilltop Wealth Advisors, LLC 0.53% Reduce -0.8% 2,148 $1.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.03% No change 2,146 $1.0M
Thompson David Blair 0.60% — 2,145 $1.0M
Webster Bank, N. A. 0.10% No change 2,139 $1.0M
SVB Wealth LLC 0.06% Reduce -1.2% 2,136 $1.0M
Channel Wealth LLC 0.26% Add +0.1% 2,131 $1.0M
Serenity Investment Advisors 0.61% — 2,129 $1.0M
Crescent Grove Advisors, LLC 0.10% No change 2,130 $1.0M
Integrity Advisory Solutions, LLC 0.15% Add +16.4% 2,127 $1.0M
Empirical Asset Management, LLC 0.29% Add +0.1% 11,269 $1.0M
Brian Low Financial Group, LLC 0.73% Reduce -8.7% 2,116 $1.0M
Aufman Associates Inc 0.53% Add +3.1% 2,112 $1.0M
Gables Capital Management Inc. 0.43% Add +6.6% 2,103 $1.0M
DiNuzzo Private Wealth, Inc. 0.11% No change 2,102 $1.0M
Shayne & Jacobs, LLC 0.31% No change 2,100 $1.0M
Fiduciary Group, LLC 0.09% Add +22.1% 2,092 $1.0M
Wealth Management Partners, LLC 0.29% Reduce -3.1% 2,090 $1.0M
AIMZ Investment Advisors, LLC 0.29% Reduce -4.1% 2,089 $1.0M
Seven Mile Advisory 0.18% No change 2,078 $1.0M
Pettyjohn, Wood & White, Inc. 0.16% Add +48.3% 2,076 $1.0M
Proffitt & Goodson Inc. 0.14% Reduce -1.8% 2,071 $1.0M
Formulate Financial LLC 1.18% No change 2,069 $1.0M
X-Square Capital, LLC 0.33% Add +1.0% 2,068 $1.0M
TritonPoint Partners, LLC 0.54% — 2,066 $1.0M
Prosperity Wealth Management, Inc. 0.33% Add +16.6% 2,060 $1.0M
Twin City Private Wealth, LLC 0.76% Reduce -9.0% 2,059 $1.0M
Alliance Wealth Management Group 0.22% Add +8.7% 2,056 $1.0M
Armstrong Advisory Group, Inc. 0.07% No change 2,056 $1.0M
Xxi Wealth, LLC 0.61% — 2,050 $1.0M
Newman Dignan & Sheerar, Inc. 0.21% Reduce -0.9% 2,038 $994K
InvesTrust 0.38% Add +4.2% 2,037 $994K
McLean Asset Management Corp 0.18% Reduce -4.9% 2,041 $990K
Windsor Capital Management, LLC 0.29% Reduce -0.1% 2,022 $986K
One Wealth Advisors, LLC 0.12% Add +0.1% 2,019 $985K
Meridian Wealth Advisors, LLC 0.14% No change 2,016 $984K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 2,006 $983K
Opulen Financial Group LLC 0.71% Reduce -0.3% 2,004 $978K
Willner & Heller, LLC 0.70% Add +0.3% 2,000 $976K
Sequent Planning LLC 0.25% Add +12.9% 1,998 $975K
Apollon Financial, LLC 0.14% Reduce -0.2% 1,997 $974K
Moulton Wealth Management, Inc. 0.92% Add +1.2% 2,002 $973K
W Advisors, LLC 0.49% Reduce -2.0% 1,995 $973K
Brand Asset Management Group, Inc. 0.27% Reduce -13.8% 1,984 $968K
Legacy Wealth Managment, LLC 0.46% Add +1550.0% 1,980 $966K
Vision Capital Management, Inc. 0.12% Add +1.1% 1,979 $965K
Argentarii, LLC 0.31% Add +2.0% 1,978 $965K
Shared Vision Wealth Group LLC 0.39% No change 1,978 $963K
Thompson Davis & Co., Inc. 0.58% Add +3.4% 1,973 $962K
Fingerlakes Wealth Management, Inc. 0.61% Reduce -11.2% 1,970 $961K
Van Hulzen Asset Management, LLC 0.07% Reduce -9.2% 1,967 $960K
Archer Investment Corp 0.22% Reduce -2.5% 1,965 $958K
GWN Securities Inc. 0.19% Add +33.2% 1,959 $956K
Clarity Financial LLC 0.09% Add +2.2% 1,959 $956K
S.A. Mason LLC 0.38% Add +0.1% 1,958 $955K
Long Island Wealth Management, Inc. 0.45% Add +0.1% 1,948 $950K
Carret Asset Management, LLC 0.09% Add +1.1% 1,932 $943K
BOS Asset Management, LLC 0.25% No change 1,929 $941K
Canal Capital Management, LLC 0.13% Add +5.9% 1,925 $939K
TruWealth Advisors, LLC 0.05% Reduce -8.3% 1,924 $939K
Advyzon Investment Management, LLC 0.11% Add +75.0% 1,922 $938K
Northwest Wealth Management, LLC 0.15% Reduce -5.9% 1,912 $933K
J. Safra Sarasin Holding AG 0.02% Add +52.8% 1,912 $933K
Pacific Sun Financial Corp 0.45% No change 1,911 $932K
Thompson Investment Management, Inc. 0.12% No change 1,907 $930K
Elgethun Capital Management 0.16% New 1,894 $924K
BankPlus Trust Department 0.24% No change 1,889 $922K
Merited Wealth, LLC 0.85% — 1,886 $920K
Bay Capital Advisors, LLC 0.56% Add +0.6% 1,876 $915K
Private Capital Management, LLC 0.09% Reduce -14.1% 1,870 $912K
Glassman Wealth Services 0.12% Reduce -0.1% 1,870 $912K
Atlantic Private Wealth, LLC 0.58% Add +0.2% 1,861 $908K
Spinnaker Trust 0.05% Add +10.1% 1,857 $906K
HFG Wealth Management, LLC 0.50% Reduce -0.1% 1,854 $905K
Sigma Investment Counselors Inc. 0.05% No change 1,850 $902K
New Perspectives, Inc 0.31% Add +0.6% 1,829 $892K
Raleigh Capital Management Inc. 0.32% Reduce -6.2% 1,825 $890K
Single Point Partners, LLC 0.18% No change 1,822 $889K
Elwood & Goetz Wealth Advisory Group, LLC 0.16% Add +8.3% 1,817 $886K
Semus Wealth Partners LLC 0.48% Add +0.2% 1,816 $886K
Timmons Wealth Management, LLC 0.87% — 1,811 $883K
Elite Financial, Inc. 0.40% No change 1,805 $880K
Narwhal Capital Management 0.06% No change 1,800 $878K
Align Financial, LLC 0.51% — 877,660 $878K
Clearwave Capital, LLC 0.65% — 1,792 $874K
Richard W. Paul & Associates, LLC 0.29% Reduce -0.4% 1,785 $871K
Amara Financial, Llc. 0.60% Add +0.1% 1,784 $870K
Prosperity Financial Group, Inc. 0.31% Add +1.3% 1,781 $869K
Entrewealth, LLC 0.39% New 1,849 $866K
Sierra Ocean, LLC 0.72% No change 1,773 $865K
Ullmann Wealth Partners Group, LLC 0.09% No change 1,733 $864K
Stock Yards Bank & Trust Co. 0.03% Add +2.9% 1,771 $864K
Boyd Watterson Asset Management LLC 0.25% No change 1,769 $863K
Octavia Wealth Advisors, LLC 0.08% Add +6.5% 1,768 $863K
King Wealth Management Group 0.10% Reduce -0.5% 1,761 $859K
YHB Investment Advisors, Inc. 0.06% Add +0.4% 1,757 $857K
Lane Brothers & Co. Inc. 0.62% — 1,757 $857K
Advisortrust Partners, LLC 0.38% — 1,755 $856K
TRUE Private Wealth Advisors 0.09% Add +1.8% 1,754 $856K
Pillar Financial Advisors, LLC 0.51% Reduce -1.1% 1,748 $853K
MGB Wealth Management, LLC 0.24% Add +29.5% 1,744 $851K
BBR Partners, LLC 0.05% Add +8.3% 1,740 $849K
Sterling Financial Planning, Inc. 0.26% Add +0.3% 1,738 $848K
Cooper Financial Group 0.09% Reduce -1.1% 1,736 $847K
Colonial River Investments, LLC 0.30% Reduce -4.2% 1,734 $846K
Petredis Investment Advisors LLC 0.07% Add +1.1% 1,731 $845K
National Bank of Canada 0.00% Reduce -7.9% 1,731 $844K
Means Investment Co., Inc. 0.07% Add +0.3% 1,728 $843K
Valued Retirements, Inc. 0.82% No change 1,728 $843K
Sfmg, LLC 0.06% No change 1,713 $836K
Voisard Asset Management Group, Inc. 0.18% Reduce -0.8% 1,707 $833K
Vantage Point Financial LLC 0.30% Reduce -6.2% 1,707 $833K
Hobbs Group Advisors, LLC 0.25% Add +32.0% 1,704 $831K
Lanark Financial, Inc. 0.06% Add +0.3% 1,701 $830K
4WEALTH Advisors, Inc. 0.72% Add +2.5% 1,701 $830K
First National Advisers, LLC 0.11% No change 1,695 $827K
Seneca Financial Advisors LLC 0.25% No change 1,693 $826K
Collaborative Wealth Managment Inc. 0.29% Add +8.7% 1,691 $825K
Continuum Wealth Advisors, LLC 0.32% Add +53.3% 1,686 $823K
Wrapmanager Inc. 0.28% Reduce -12.0% 1,682 $821K
Denver Wealth Management, Inc. 0.29% Add +0.2% 1,677 $818K
Amicus Financial Advisors, LLC 0.23% — 1,675 $817K
Valtinson Bruner Financial Planning LLC 0.23% Reduce -3.1% 1,673 $816K
Mason Investment Advisory Services, Inc. 0.04% Reduce -1.6% 1,671 $815K
Freedom Investment Management, Inc. 0.24% Reduce -1.4% 1,669 $814K
Milestone Asset Management Group, LLC 0.46% Add +6.5% 1,664 $812K
DBK Financial Counsel, LLC 0.62% No change 1,659 $809K
Shira Ridge Wealth Management 0.32% Reduce -0.4% 1,656 $808K
Maltin Wealth Management, Inc. 0.32% Reduce -4.9% 1,654 $807K
Keudell/Morrison Wealth Management 0.17% — 1,653 $806K
Narus Financial Partners, LLC 0.22% Add +1.9% 1,650 $805K
Crewe Advisors LLC 0.07% Add +2.1% 1,648 $804K
German American Bancorp, Inc. 0.07% Reduce -10.3% 1,648 $804K
Northstar Advisory Group, LLC 0.28% Reduce -2.7% 1,642 $801K
Buttonwood Financial Advisors Inc. 0.27% Reduce -5.6% 1,641 $800K
Clarity Wealth Advisors, LLC 0.16% Reduce -4.4% 1,639 $800K
Capital Asset Advisory Services LLC 0.03% Add +1.4% 1,630 $799K
AF Advisors, Inc. 0.30% No change 1,635 $798K
Avestar Capital, LLC 0.05% No change 1,634 $797K
Everest Private Wealth 0.44% Add +0.1% 1,629 $795K
Arlington Financial Advisors, LLC 0.11% No change 1,626 $793K
Kitching Partners, LLC 0.72% Reduce -44.3% 1,625 $793K
WPG Advisers, LLC 0.59% Reduce -1.3% 1,623 $792K
FLC Capital Advisors 0.15% Add +0.8% 1,622 $791K
2UniFi Bank 0.38% Reduce -1.8% 1,621 $791K
Rialto Wealth Management, LLC 0.19% Reduce -6.1% 1,619 $790K
Silverlake Wealth Management LLC 0.18% Reduce -4.6% 1,618 $790K
Tred Avon Family Wealth, LLC 0.26% Reduce -11.2% 1,618 $789K
Meridian Financial Advisors, LLC 0.43% Reduce -3.1% 1,616 $788K
Colonial Trust Advisors 0.06% No change 1,608 $784K
Firestone Capital Management 0.17% Add +0.2% 1,605 $783K
Alpine Woods Capital Investors, LLC 0.19% No change 1,600 $781K
Oath Planning, LLC 0.77% — 1,595 $778K
Clarion Wealth Managment Partners, LLC 0.72% No change 1,595 $778K
Cannell & Spears LLC 0.01% Add +0.1% 1,594 $778K
Discipline Wealth Solutions, LLC 0.14% Add +2.3% 1,587 $774K
CFO4Life Group, LLC 0.11% Add +0.2% 1,583 $772K
Nova R Wealth, Inc. 0.28% New 1,576 $769K
Financial Perspectives, Inc 0.21% Add +0.1% 1,573 $767K
JB Capital LLC 0.03% Add +18.9% 1,565 $764K
Verity Asset Management, Inc. 0.33% Reduce -49.4% 1,561 $762K
Chilton Investment Co. Inc. 0.02% No change 1,561 $762K
Stockman Wealth Management, Inc. 0.09% Add +3.3% 1,559 $760K
Beese Fulmer Investment Management, Inc. 0.05% Add +0.1% 1,558 $760K
Pursuit Wealth Management LLC 0.65% — 1,556 $759K
Arrow Investment Advisors, LLC 0.84% Reduce -43.3% 1,555 $759K
Ellsworth Advisors, LLC 0.15% Reduce -2.1% 1,558 $757K
Maseco LLP 0.03% New 1,544 $754K
Keystone Wealth Services, LLC 0.16% Reduce -4.0% 1,542 $752K
Galvin, Gaustad & Stein, LLC 0.06% Reduce -26.0% 1,538 $750K
Legacy Wealth Management, LLC 0.04% No change 1,538 $750K
Flagstar Securities, Inc. 0.25% Add +11.4% 1,534 $749K
Nelson Capital Management, LLC 0.09% No change 1,533 $748K
Gambit Capital Management, LLC 0.54% — 1,533 $748K
PKS Advisory Services, LLC 0.17% Reduce -11.1% 1,521 $742K
Blue Chip Partners, LLC 0.05% Add +0.2% 1,520 $742K
Main Street Group, LTD 0.25% Add +79.7% 1,513 $738K
Genesis Private Wealth, LLC 0.23% Add +9.8% 1,512 $738K
Empire Financial Management Company, LLC 0.16% No change 1,511 $737K
Breachway Investments LLC 0.78% — 1,510 $737K
Benin Management CORP 0.16% Add +0.9% 1,508 $736K
Bernardo Wealth Planning LLC 0.14% Reduce -0.7% 1,507 $735K
Cypress Wealth Services, LLC 0.10% Add +12.3% 1,506 $735K
Arrowroot Family Office, LLC 0.27% Reduce -22.3% 1,505 $734K
Accredited Investors Inc. 0.04% No change 1,503 $733K
First Business Financial Services, Inc. 0.07% No change 1,502 $733K
Capital Advisors Wealth Management, LLC 0.10% Reduce -5.9% 1,496 $730K
Dunhill Financial, LLC 0.23% Reduce -61.7% 1,496 $730K
Jefferies Financial Group Inc. 0.01% Add +0.2% 1,495 $729K
Bradley Foster & Sargent Inc. 0.01% Reduce -0.3% 1,494 $729K
Plum Street Advisors, LLC 0.26% New 1,490 $727K
Potomac Fund Management Inc. 0.03% Reduce -1.1% 1,488 $726K
Morton Capital Management LLC 0.11% Add +0.4% 1,487 $725K
FAS Wealth Partners, Inc. 0.05% Reduce -6.5% 1,485 $724K
Accredited Investor Services, LLC 0.48% Reduce -3.5% 1,481 $723K
Ballast Advisors LLC 0.20% Add +14.0% 1,475 $720K
Scotia Capital Inc. 0.00% Reduce -24.3% 1,475 $720K
Strid Group, LLC 0.09% Add +8.9% 1,473 $719K
Signature Equity Partners, LLC 0.40% — 1,464 $714K
Evolve Private Wealth, LLC 0.04% — 1,464 $714K
Eagle Bay Advisors LLC 0.52% Reduce -9.1% 1,463 $714K
WFA of San Diego, LLC 0.52% Reduce -1.0% 1,462 $713K
Osprey Private Wealth LLC 0.21% Add +165.6% 1,461 $713K
Sepio Capital, LP 0.04% Reduce -34.3% 1,459 $712K
Rowlandmiller & Partners.adv 0.14% No change 1,459 $712K
M Wealth Management, LLC 0.62% Add +0.2% 1,458 $711K
RAM Investment Partners, LLC 0.13% Add +0.8% 1,457 $711K
Waters Parkerson & Co., LLC 0.03% New 1,456 $710K
Castleview Partners, LLC 0.35% Add +3.0% 1,451 $708K
BNP Paribas Financial Markets 0.00% Reduce -20.4% 1,450 $707K
Dover Advisors, LLC 0.27% Add +11.3% 1,447 $706K
Value Investment Professionals, LLC 0.74% — 1,442 $703K
Balboa Wealth Partners 0.12% Add +5.5% 1,442 $703K
Allspring Global Investments Holdings, LLC 0.00% Add +95.5% 1,433 $703K
Tanager Wealth Management LLP 0.07% Add +3.5% 1,439 $702K
Curated Wealth Partners LLC 0.08% No change 1,438 $702K
Vance Wealth, LLC 0.21% Reduce -4.9% 1,436 $700K
Lynx Investment Advisory 0.38% Reduce -0.6% 1,434 $700K
MOR Wealth Management, LLC 0.32% — 1,432 $699K
Gradient Investments LLC 0.01% Add +3.2% 1,431 $698K
Pioneer Family Office, LLC 0.47% — 1,426 $696K
CLG LLC 0.17% Add +18.6% 1,425 $695K
MKD Wealth Coaches, LLC 0.70% No change 1,425 $695K
Elevation Wealth Management LLC 0.66% — 1,417 $691K
Boston Family Office LLC 0.04% No change 1,414 $690K
Farrell Financial LLC 0.41% Add +5.5% 1,414 $690K
Unique Wealth, LLC 0.10% Add +5.2% 1,408 $687K
Viewpoint Capital Management LLC 0.30% No change 1,406 $686K
Financial Futures Ltd Liability Co. 0.32% No change 1,404 $685K
Proactive Wealth Strategies LLC 0.27% Add +6.7% 1,403 $685K
Calamos Wealth Management LLC 0.02% Reduce -4.9% 1,399 $683K
McGlone Suttner Wealth Management, Inc. 0.09% Add +55.9% 1,398 $682K
Planned Solutions, Inc. 0.22% Add +3.6% 1,397 $682K
Bey-Douglas LLC 0.55% Reduce -2.0% 1,396 $681K
jvl associates llc 0.22% No change 1,394 $680K
Cura Wealth Advisors, LLC 0.26% Add +7.7% 1,393 $680K
truNorth Financial Services, Inc. 0.74% — 1,391 $679K
Foster Dykema Cabot & Partners, LLC 0.04% No change 1,390 $678K
Fermata Advisors, LLC 0.16% Add +12.8% 1,381 $674K
Redhawk Wealth Advisors, Inc. 0.08% Add +8.2% 1,379 $673K
Integrated Financial Solutions, Inc. 0.48% No change 1,377 $672K
Turtle Creek Wealth Advisors, LLC 0.05% No change 1,369 $668K
Portfolio Resources Advisor Group, Inc. 0.67% — 1,369 $668K
Indie Asset Partners, LLC 0.74% Add +48.5% 1,366 $666K
Lee Danner & Bass Inc. 0.05% Add +0.1% 1,366 $666K
American Financial & Tax Strategies Inc. 0.33% Reduce -3.3% 1,366 $666K
Integrity Financial Corp 0.34% Add +2.6% 1,365 $666K
Country Trust Bank 0.01% Reduce -0.9% 1,364 $665K
Navalign, LLC 0.16% Reduce -9.2% 1,360 $664K
Walker Asset Management, LLC 0.36% Add +0.1% 1,360 $663K
WealthBridge Capital Management, LLC 0.15% Add +1.5% 1,354 $660K
Carroll Advisory Group, LLC 0.29% — 1,352 $660K
Eastern Bank 0.01% No change 1,350 $659K
WP Advisors, LLC 0.16% Reduce -3.2% 1,350 $658K
Daviman Financial, LLC 0.39% — 1,349 $658K
Colton Groome Financial Advisors, LLC 0.19% Add +0.9% 1,348 $658K
Carnegie Lake Advisors LLC 0.25% Add +0.1% 1,347 $657K
Northland Securities, Inc. 0.63% — 1,345 $656K
Fortis Capital Management LLC 0.09% Reduce -2.9% 1,342 $655K
Alaethes Wealth, LLC 0.18% Add +67.1% 1,340 $654K
Ti-Trust, Inc. 0.40% Reduce -1.5% 1,337 $652K
North Star Investment Management Corp. 0.04% Add +0.8% 1,334 $651K
Community Bank, N.A. 0.08% Add +25.2% 1,333 $650K
Thomasville National Bank 0.04% No change 1,331 $649K
waypoint wealth counsel 0.24% Reduce -4.7% 1,330 $649K
Burkett Financial Services, LLC 0.22% Reduce -21.2% 1,330 $649K
Fragasso Financial Advisors Inc 0.04% Add +1.4% 1,328 $648K
Center For Asset Management LLC 0.34% Add +0.7% 1,326 $647K
Bannerman Wealth Management Group, LLC 0.46% Reduce -19.5% 1,320 $644K
Wealth Group Ltd 0.14% Add +4.5% 1,310 $639K
Abound Wealth Management 0.15% Add +0.1% 1,309 $639K
Fairscale Capital, LLC 0.42% Add +11.2% 1,308 $638K
Berkeley Capital Partners, LLC 0.15% Reduce -3.6% 1,307 $638K
EFG International AG 0.01% — 1,307 $638K
Gilpin Wealth Management, LLC 0.50% — 1,304 $636K
WealthPlan Investment Management, LLC 0.04% Add +7.4% 1,304 $636K
Mosley Wealth Management 0.29% — 1,305 $636K
PW Advisors, LLC \ FL 0.51% — 1,300 $634K
Financial Security Advisor, Inc. 0.12% Add +0.1% 1,299 $634K
Peak Wealth Management LLC 0.53% — 1,297 $633K
Pointe Capital Management LLC 0.31% No change 1,295 $632K
GK Wealth Management LLC 0.46% Add +81.0% 1,292 $631K
Monument Group Wealth Advisors, LLC 0.34% Add +44.3% 1,273 $621K
Cascade Financial Partners, LLC 0.06% No change 1,272 $620K
Peoples Financial Services Corp. 0.29% Reduce -8.6% 1,271 $620K
SigFig Wealth Management, LLC 0.02% Reduce -0.3% 1,264 $620K
Sterling Investment Advisors, Ltd. 0.11% Reduce -0.7% 1,268 $618K
Townsend Asset Management Corp. /NC/ 0.22% Reduce -8.3% 1,267 $618K
Ellevest, Inc. 0.09% Reduce -7.1% 1,263 $616K
Flower City Capital 0.31% Reduce -0.2% 1,262 $616K
Second Line Capital, LLC 0.13% Add +15.2% 1,262 $616K
Cladis Investment Advisory, LLC 0.34% Reduce -2.7% 1,260 $615K
Essex LLC 0.11% Add +0.1% 1,259 $614K
Goepper Burkhardt LLC 0.20% Reduce -29.6% 1,259 $614K
Jane Street Group, LLC 0.00% Reduce -87.1% 1,259 $614K
Hamilton Wealth, LLC 0.12% Add +67.4% 1,257 $613K
Retirement Solution LLC 0.14% Add +9.9% 1,256 $613K
Arthur M. Cohen & Associates, LLC 0.10% Add +3.0% 1,254 $612K
Halbert Hargrove Global Advisors, LLC 0.03% Add +43.3% 1,248 $609K
Rodgers Brothers Inc. 0.07% No change 1,247 $608K
Kastel Capital Advisors, LLC 0.37% — 1,245 $607K
Massachusetts Financial Services Co. 0.00% Add +158.8% 1,245 $607K
Mason & Associates Inc 0.11% No change 1,240 $605K
Per Stirling Capital Management, LLC. 0.07% Add +31.8% 1,238 $604K
Approach Retirement Advisors, LLC 0.52% — 1,233 $601K
Mason & Associates, LLC 0.14% Reduce -0.1% 1,231 $601K
Impact Capital Partners LLC 0.18% New 1,230 $600K
Redwood Investment Management, LLC 0.07% Reduce -77.6% 1,227 $599K
Motive Wealth Advisors 0.25% Add +4.5% 1,227 $599K
Financial Management Network Inc. 0.09% Reduce -1.0% 1,229 $598K
Ipsen Advisor Group LLC 0.42% Reduce -8.2% 1,225 $597K
NorthCoast Asset Management LLC 0.01% Reduce -99.1% 1,224 $597K
Kropog Financial Group, LLC 0.46% Add +0.2% 1,222 $596K
Prosperity Bancshares Inc 0.54% — 1,222 $596K
Private Client Services, LLC 0.19% Add +4.8% 1,221 $596K
Granite Bay Wealth Management, LLC 0.14% Add +33.5% 1,219 $595K
Coordinated Financial Services, Inc. 0.35% Add +0.9% 1,219 $595K
Keystone Financial Group, Inc. 0.31% Add +0.2% 1,216 $593K
Valley Forge Investment Consultants Inc. Adv 0.17% Reduce -0.4% 1,212 $591K
Cape Investment Advisory, Inc. 0.18% Add +63.5% 1,210 $590K
Syntegra Private Wealth Group, LLC 0.05% Add +3.9% 1,209 $590K
Security National Bank of Sioux City Iowa 0.38% Reduce -1.0% 1,207 $589K
B.O.S.S. Retirement Advisors, LLC 0.19% Reduce -44.5% 1,206 $588K
MBL Wealth, LLC 0.05% Add +139.4% 1,204 $587K
Odyssey Capital Advisors, Inc. 0.52% — 1,202 $586K
Salus Financial Advisors, LLC 0.35% No change 1,200 $585K
FWL Investment Management, LLC 0.14% No change 1,200 $585K
Chase Investment Counsel Corp. 0.16% No change 1,200 $585K
Financial Gravity Asset Management, Inc. 0.11% No change 1,197 $584K
Towneley Capital Management, Inc / DE 0.12% Reduce -1.2% 1,193 $582K
Debussy Capital Management LP 0.08% Add +4.0% 1,191 $581K
USA Financial Formulas 0.11% New 1,190 $581K
Mosaic Financial Group, LLC 0.40% Reduce -9.6% 1,189 $580K
SilverOak Wealth Management LLC 0.09% Add +2.8% 1,188 $580K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Add +78.5% 1,180 $578K
Westside Investment Management, Inc. 0.09% Reduce -0.8% 1,181 $576K
Wellington Grp LLC 0.19% — 1,176 $574K
Midwest Capital Advisors, LLC 0.27% Add +0.2% 1,174 $573K
Inscription Capital, LLC 0.06% Reduce -2.3% 1,173 $572K
Balanced Rock Investment Advisors LLC 0.41% Reduce -11.6% 1,172 $572K
DGS Capital Management, LLC 0.10% Reduce -3.7% 1,171 $571K
Bluestem Financial Advisors, LLC 0.22% New 1,170 $571K
Fairview Capital Investment Management, LLC 0.03% No change 1,166 $569K
Legacy Private Trust Co. 0.03% No change 1,165 $568K
Renaissance Technologies 0.00% Add +94.6% 1,160 $566K
Pachira Investments Inc. 0.27% Add +8.1% 1,158 $565K
Tennessee Valley Asset Management Partners 0.07% Add +12.3% 1,155 $563K
Sharper & Granite LLC 0.20% No change 1,154 $563K
Beacon Wealthcare LLC 0.19% Reduce -26.5% 1,150 $561K
Ballast Rock Private Wealth LLC 0.35% — 1,146 $559K
Landmark Wealth Management, Inc. 0.21% Reduce -6.0% 1,146 $559K
Welch Group, LLC 0.02% Reduce -2.6% 1,142 $557K
Naples Global Advisors, LLC 0.04% Add +74.6% 1,142 $557K
Kelly Financial Services LLC 0.14% Reduce -16.3% 1,140 $556K
Portland Global Advisors LLC 0.06% Add +57.0% 1,138 $555K
FourThought Financial Partners, LLC 0.05% Add +13.5% 1,137 $555K
Red Door Wealth Management, LLC 0.06% Reduce -11.9% 1,134 $553K
Portland Financial Advisors Inc 1.18% No change 1,134 $553K
Twele Capital Management, Inc. 0.10% Reduce -1.1% 1,131 $552K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Add +3.4% 1,131 $552K
North Forty Two & Co. 0.52% No change 1,128 $550K
MBE Wealth Management, LLC 0.23% Reduce -1.6% 1,128 $550K
BSW Wealth Partners 0.07% Reduce -14.2% 1,127 $550K
Widmann Financial Services, Inc. 0.34% Add +9.8% 1,123 $548K
Hegarty Advisors, LLC 0.48% — 1,122 $547K
TriaGen Wealth Management LLC 0.14% No change 1,116 $544K
Christensen, King & Associates Investment Services, Inc. 0.23% Add +8.8% 1,115 $544K
Integrated Capital Management, LLC 0.23% Reduce -1.6% 1,115 $544K
GFG Capital, LLC 0.19% No change 1,114 $543K
Payne Capital LLC 0.55% No change 1,108 $541K
Boreal Capital Management LLC 0.49% No change 1,106 $540K
Pinnacle Family Advisors, LLC 0.24% No change 1,105 $539K
WASHINGTON TRUST Co 0.02% Reduce -26.4% 1,104 $539K
Denver PWM, LLC 0.18% No change 1,225 $537K
Rainey & Randall Wealth Advisors Inc. 0.09% No change 1,100 $537K
National Wealth Management Group, LLC 0.19% Add +1.7% 1,100 $537K
RDA Financial Network 0.13% Reduce -2.9% 1,100 $537K
Continental Investors Services, Inc. 0.69% Reduce -1.9% 1,114 $537K
West Paces Advisors Inc. 0.10% Add +116.8% 1,099 $536K
Sierra Summit Advisors LLC 0.08% Add +1.6% 1,099 $536K
Topsail Wealth Management, LLC 0.08% No change 1,097 $535K
JGP Wealth Management, LLC 0.06% Add +3.3% 1,097 $535K
Opes Wealth Management LLC 0.09% No change 1,095 $534K
Chapman Financial Group, LLC 0.36% No change 1,093 $533K
J. Derek Lewis & Associates Inc. 0.12% — 1,092 $533K
Cordgrass Capital Advisors, LLC 0.13% Add +78.4% 1,092 $533K
Laffer Tengler Investments, Inc. 0.09% No change 1,090 $532K
Fidelity D & D Bancorp Inc. 0.23% Reduce -1.2% 1,088 $531K
StoneCrest Wealth Management, Inc. 0.21% Reduce -6.4% 1,087 $530K
Whitaker-Myers Wealth Managers, LTD. 0.11% Reduce -2.5% 1,085 $529K
Atomic Invest LLC 0.30% — 1,076 $529K
First Nebraska Trust Co 0.05% No change 1,084 $529K
MIdWestOne Financial Group, Inc. 0.06% Reduce -30.4% 1,080 $527K
Capital Investment Services of America, Inc. 0.05% Reduce -11.4% 1,077 $525K
GreatBanc Trust CO 0.37% No change 1,075 $524K
Integrity Investment Advisors, LLC 0.29% Add +51.9% 1,074 $524K
Hazlett, Burt & Watson, Inc. 0.17% Add +14.8% 1,072 $524K
Atlantic Edge Private Wealth Management, LLC 0.13% Reduce -64.5% 1,072 $523K
Oxbow Advisors, LLC 0.05% Add +1.4% 1,070 $522K
Victory Financial Group, LLC 0.07% Add +30.9% 1,068 $521K
Cedarwood Wealth LLC 0.58% — 1,070 $521K
Fairfield, Bush & Co. 0.27% Add +0.1% 1,068 $521K
BancFirst Trust & Investment Management 0.22% No change 1,059 $521K
Quad-Cities Investment Group, LLC 0.21% No change 1,067 $521K
Garrett Wealth Advisory Group, LLC 0.10% Add +0.2% 1,066 $520K
Westfuller Advisors, LLC 0.21% Reduce -4.9% 1,066 $520K
ARK & TLK Investments, LLC 0.14% Reduce -6.7% 1,065 $520K
Zullo Investment Group, Inc. 0.19% No change 1,065 $520K
Bucket List Wealth Management, LLC 0.31% — 1,062 $518K
Koenig Investment Advisory, LLC 0.42% — 1,111 $517K
Apriem Advisors 0.05% No change 1,059 $517K
TCFG Wealth Management, LLC 0.20% No change 1,057 $516K
Missouri Trust & Investment Co 0.15% Reduce -2.2% 1,056 $515K
Briaud Financial Planning Inc 0.13% Add +29.8% 1,054 $514K
Welch & Forbes LLC 0.01% Add +25.7% 1,053 $514K
Nemes Rush Group LLC 0.05% Add +5.0% 1,050 $512K
Penobscot Wealth Management 0.16% No change 1,047 $511K
First Foundation Advisors 0.02% No change 1,047 $511K
Trademark Financial Management, LLC 0.28% Add +2.4% 1,046 $511K
Braun-Bostich & Associates Inc. 0.31% Add +7.7% 1,045 $510K
Shepherd Kaplan Krochuk, LLC 0.42% Add +0.1% 1,043 $509K
Allred Capital Management, LLC 0.18% Reduce -22.3% 1,041 $508K
Spirepoint Private Client, LLC 0.05% Reduce -1.1% 1,037 $506K
Oxinas Partners, LLC 0.24% Reduce -1.3% 1,036 $505K
Cascade Investment Advisors, Inc. 0.30% No change 1,034 $504K
ARS Wealth Advisors Group, LLC 0.05% Add +0.1% 1,034 $504K
Granite FO LLC 0.27% No change 1,028 $502K
Minot DeBlois Advisors LLC 0.45% Reduce -7.2% 1,024 $499K
Schnieders Capital Management, Llc. 0.08% Reduce -7.0% 1,021 $498K
Clear Retirement Advice LLC 0.39% — 1,064 $497K
Nalls Sherbakoff Group, LLC 0.36% Reduce -40.2% 1,016 $495K
GEM Asset Management, LLC 0.22% Add +1.3% 1,007 $495K
Riverbend Wealth Management, LLC 0.31% No change 1,010 $493K
High Point Wealth Management, LLC 0.47% — 1,005 $490K
Plan Group Financial, LLC 0.13% Reduce -21.2% 1,003 $489K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -5.9% 1,008 $489K
DDD Partners, LLC 0.03% No change 1,001 $488K
Slagle Financial, LLC 0.17% Reduce -0.1% 1,000 $488K
Strategic Planning Group, LLC 0.06% Add +0.1% 992 $484K
Capstone Wealth Management Group, LLC 0.20% Add +0.2% 991 $484K
Petra Financial Advisors Inc. 0.28% Reduce -2.1% 991 $483K
Prudent Investors Network, Inc. 0.11% Add +13.7% 991 $483K
Verde Capital Management 0.10% Reduce -0.6% 991 $483K
Amplius Wealth Advisors, LLC 0.04% Reduce -4.8% 990 $483K
Laurel Wealth Planning LLC 0.27% Add +6.6% 990 $483K
Vawter Financial, Ltd. 0.20% Reduce -0.4% 989 $482K
Weaver Consulting Group 0.12% No change 988 $482K
Signature Resources Capital Management, LLC 0.24% Reduce -1.2% 988 $482K
Threadgill Financial, LLC 0.20% Add +1.3% 982 $479K
TCV Trust & Wealth Management, Inc. 0.04% No change 981 $479K
Berman McAleer LLC 0.07% No change 980 $478K
Copia Wealth Management 0.34% Add +8.8% 979 $478K
FLP Wealth Management, LLC 1.13% Reduce -30.5% 979 $478K
XML Financial, LLC 0.04% Add +5.1% 976 $476K
Chevy Chase Trust Holdings, LLC 0.00% Add +4.5% 976 $476K
Horizon Financial Services, LLC 0.22% Reduce -2.2% 975 $476K
Bailard, Inc. 0.01% Reduce -0.1% 974 $476K
Creekside Partners 0.20% Reduce -1.9% 975 $476K
Torrey-Payne Wealth Management, LLC 0.43% — 975 $475K
Capital Square, LLC 0.24% Add +0.3% 968 $472K
Fort Washington Investment Advisors Inc. 0.00% No change 968 $472K
Golden Reserve Retirement LLC 0.09% New 967 $472K
Weitzel Financial Services, Inc. 0.18% No change 968 $471K
tru Independence LLC 0.12% Reduce -0.1% 960 $469K
Weatherly Asset Management L. P. 0.04% No change 959 $468K
Goldstone Financial Group, LLC 0.05% No change 959 $468K
AEGON USA Investment Management, LLC 0.42% No change 957 $467K
Quartz Partners, LLC 0.17% Reduce -32.0% 957 $467K
Federation des caisses Desjardins du Quebec 0.00% Reduce -0.4% 957 $467K
Westshore Wealth, LLC 0.15% No change 956 $467K
Cornerstone Financial Management LLC 0.44% — 954 $465K
Oak Barrel Wealth Advisory LLC 0.28% — 953 $465K
WealthTrust Axiom LLC 0.12% No change 952 $464K
Financial Life Planners 0.33% Add +0.2% 951 $464K
TopTier Wealth Management, LLC 0.31% — 951 $464K
Moment Partners, LLC 0.10% No change 950 $463K
Annis Gardner Whiting Capital Advisors, LLC 0.09% No change 950 $463K
Belleair Asset Management, LLC 0.44% — 948 $462K
FSA Advisors, Inc. 0.32% New 947 $462K
Sound Financial Strategies Group, LLC 0.33% Add +0.4% 946 $462K
Flywheel Private Wealth LLC 0.29% No change 942 $459K
Define Financial, LLC 0.26% Add +0.2% 940 $459K
FOCUS Wealth Advisors, LLC 0.21% No change 937 $457K
Pursuit Wealth Strategies, LLC 0.64% — 934 $456K
Praetorian Wealth Management, Inc. 0.09% No change 934 $456K
Theory Financial LLC 0.15% No change 934 $455K
Austin Private Wealth, LLC 0.03% Reduce -2.7% 930 $454K
GDS Wealth Management 0.03% New 926 $452K
Trexquant Investment LP 0.00% Reduce -4.8% 926 $452K
First City Capital Management, Inc. 0.24% Reduce -5.9% 925 $451K
Marshall Investment Management, LLC 0.23% Reduce -1.6% 925 $451K
JHP Wealth Management, LLC 0.44% — 923 $450K
Pacific Sage Partners, LLC 0.07% No change 923 $450K
Independence Wealth Advisors, LLC 0.25% — 922 $450K
Schaper Benz & Wise Investment Counsel Inc. 0.03% Add +0.9% 922 $450K
Resolute Wealth Strategies, LLC 0.20% Add +2.7% 921 $449K
Hantz Financial Services, Inc. 0.01% Add +4.7% 920 $449K
Hobart Private Capital, LLC 0.09% Reduce -0.8% 918 $448K
Adkins Seale Capital Management LLC 0.44% — 918 $448K
MinichMacGregor Wealth Management, LLC 0.08% Add +7.0% 916 $447K
Tarbox Family Office, Inc. 0.07% No change 912 $445K
Sharp Wealth Advisory, LLC 0.22% Reduce -6.9% 912 $445K
LVZ, Inc. 0.05% Add +51.0% 912 $445K
Cascade Investment Group, Inc. 0.30% Add +5.2% 911 $444K
Rockland Trust Co. 0.02% Add +35.1% 908 $443K
Meridian Financial Partners LLC 0.17% Reduce -9.0% 927 $442K
DHJJ Financial Advisors, Ltd. 0.15% Reduce -25.8% 904 $441K
Schiavi & Co LLC 0.14% No change 902 $440K
J.M. Arbour, LLC 0.44% — 900 $439K
Camelot Technology Advisors, Inc. 0.33% No change 900 $439K
Appleton Partners Inc. 0.03% Add +8.3% 899 $439K
Ferguson Shapiro LLC 0.13% No change 895 $437K
TFR Capital, LLC. 0.14% Reduce -13.6% 893 $436K
Clear Harbor Asset Management, LLC 0.03% Reduce -4.4% 892 $435K
D'Orazio & Associates, Inc. 0.06% Add +0.1% 892 $435K
Mystic Asset Management, Inc. 0.10% Add +6.3% 888 $433K
Fortress Financial Group, LLC 0.32% Add +1.1% 886 $432K
Milestone Asset Management, LLC 0.08% Reduce -49.1% 884 $432K
Inspire Advisors, LLC 0.04% Add +2.1% 883 $431K
Cresta Advisors, Ltd. 0.18% New 883 $431K
Smith Thornton Advisors LLC 0.22% No change 881 $430K
Wealth Management Nebraska 0.05% Add +60.6% 880 $429K
Stone Wealth Partners 0.38% — 880 $429K
Journey Strategic Wealth LLC 0.01% Add +0.7% 879 $429K
Burling Wealth Partners, LLC 0.07% Add +87.0% 879 $429K
Gallacher Capital Management LLC 0.17% No change 878 $428K
Dividend Assets Capital, LLC 0.08% No change 878 $428K
Forbes Financial Planning, Inc. 0.25% No change 877 $428K
Global Wealth Management, LLC 0.23% Add +0.2% 876 $427K
Carr Financial Group Corp 0.11% No change 873 $426K
Princeton Capital Management LLC 0.11% Add +5.1% 871 $425K
NBT Bank, N.A. 0.03% Add +27.7% 1,271 $425K
Beacon Financial Planning, Inc. 0.20% Add +0.1% 870 $425K
Capital Advantage, Inc. 0.06% Reduce -4.0% 867 $423K
Perkins Coie Trust Co 0.08% No change 866 $422K
49 Wealth Management, LLC 0.03% Add +4.6% 865 $422K
Eagle Harbor Asset Management Inc. 0.35% No change 865 $422K
GEN Financial Management, INC. 0.27% Reduce -0.3% 865 $422K
Cogent Private Wealth, Inc. 0.32% — 861 $420K
Coston, McIsaac & Partners 0.10% Add +0.5% 862 $420K
Meridian Wealth Partners, LLC 0.06% No change 859 $419K
Liberty Square Wealth Partners LLC 0.12% Reduce -13.3% 857 $418K
TrueWealth Advisors, LLC 0.11% Reduce -11.5% 856 $418K
Fiduciary Family Office, LLC 0.12% No change 855 $417K
Taylor & Morgan Wealth Management, LLC 0.23% Reduce -3.4% 854 $417K
SmartHarvest Portfolios, LLC 0.14% — 852 $416K
Entrust Financial LLC 0.31% — 851 $415K
Cheviot Value Management, LLC 0.04% No change 847 $415K
City Center Advisors, LLC 0.38% Reduce -3.6% 850 $415K
Solstein Capital, LLC 0.17% No change 849 $414K
HM Payson & Co. 0.01% Reduce -9.7% 848 $414K
Resonant Capital Advisors, LLC 0.02% New 845 $412K
Concorde Asset Management, LLC 0.16% Add +0.8% 844 $412K
Corepath Wealth Partners LLC 0.28% Reduce -9.9% 836 $412K
Cooper Capital Advisors LLC 0.26% No change 843 $411K
Pullen Investment Management, LLC 0.22% No change 842 $411K
First Commonwealth Financial Corp 0.07% Reduce -0.5% 839 $409K
M.E. Allison & Co., Inc. 0.28% Add +1.3% 838 $409K
Soundwatch Capital LLC 0.06% Add +60.5% 836 $408K
Ledyard National Bank 0.04% New 834 $407K
Foundation Wealth Management, LLC 0.28% Reduce -0.2% 832 $406K
Miramontes Capital, LLC 0.14% — 833 $406K
Wilkerson Advisory Group LLC 0.14% — 832 $406K
BCR Wealth Strategies, LLC 0.13% New 831 $405K
Platt Wealth Management LLC 0.40% — 830 $404K
Sentinel Trust Co. Lba 0.04% Add +9.2% 828 $404K
Trivium Point Advisory, LLC 0.04% Reduce -29.6% 827 $404K
Waterloo Capital, L.P. 0.03% Add +2.8% 823 $402K
Heritage Investment Group, Inc. 0.06% No change 823 $402K
Fortis Advisors, LLC 0.22% New 820 $400K
Ducere Wealth Management LLC 0.15% — 820 $400K
Bank of Stockton 0.11% No change 820 $400K
Montecito Bank & Trust 0.06% No change 820 $400K
Osbon Capital Management LLC 0.37% — 819 $400K
Midland Wealth Advisors, LLC 0.02% Reduce -10.9% 818 $399K
LVM Capital Management Ltd. 0.04% No change 818 $399K
Huntleigh Advisors, Inc. 0.07% Reduce -0.8% 816 $398K
Well Done, LLC 0.06% Reduce -17.1% 814 $397K
Blackston Financial Advisory Group, LLC 0.24% Add +49.2% 813 $397K
Sulzberger Capital Advisors, Inc. 0.40% Add +0.1% 811 $396K
CPC Advisors, LLC 0.04% Reduce -0.5% 808 $394K
Dynamic Wealth Strategies, LLC 0.23% Reduce -1.6% 808 $394K
St. Clair Advisors, LLC 0.10% No change 807 $394K
Secure Asset Management, LLC 0.06% Add +23.4% 806 $393K
Heritage Wealth Advisors 0.01% No change 805 $393K
Landaas & Co. /Wi 0.09% Reduce -10.9% 805 $392K
Stonekeep Investments, LLC 0.25% No change 804 $392K
Colony Family Offices, LLC 0.10% No change 802 $391K
SC&H Financial Advisors, Inc. 0.06% Add +22.1% 802 $391K
MLP3, LLC 0.43% — 800 $390K
Howe & Rusling Inc. 0.03% Add +5.1% 799 $390K
IRON Financial LLC 0.18% No change 797 $389K
Virtue Capital Management, LLC 0.06% Reduce -92.7% 799 $389K
Dynamic Financial Group 0.33% Reduce -33.3% 796 $388K
Sather Financial Group Inc 0.02% No change 788 $384K
Divergent Planning, LLC 0.10% Reduce -8.3% 790 $384K
Cape Cod Five Cents Savings Bank 0.04% No change 1,000 $384K
WealthPLAN Partners, LLC 0.06% No change 786 $383K
Dearborn Partners LLC 0.02% Add +40.6% 783 $382K
Old North State Wealth Management, LLC 0.18% Add +74.8% 776 $380K
Briggs Wealth Management, Inc 0.41% — 777 $379K
Safeguard Investment Advisory Group, LLC 0.10% Add +0.1% 776 $379K
Abacus Planning Group, Inc. 0.05% Reduce -9.9% 774 $378K
KMG Fiduciary Partners, LLC 0.03% Reduce -90.5% 773 $377K
Lebenthal Global Advisors, LLC 0.06% Reduce -5.0% 771 $376K
Advanced Asset Management Advisors Inc 0.10% Reduce -31.2% 771 $376K
Saxony Capital Management, LLC 0.23% Reduce -2.8% 768 $375K
Ironwood Investment Counsel, LLC 0.05% Add +14.0% 767 $374K
Anson Capital, Inc. 0.27% Reduce -2.8% 767 $374K
Chesapeake Wealth Management 0.11% No change 767 $374K
Activest Wealth Management 0.07% Add +27.0% 766 $373K
Peregrine Asset Advisers, Inc. 0.11% Add +10.4% 763 $372K
MidFirst Bank 0.03% — 763 $372K
Fortress Private Ledger, LLC 0.12% No change 762 $372K
Burns J W & Co. Inc. 0.04% No change 756 $369K
Trevian Wealth Management LLC 0.17% No change 754 $368K
Investment Partners, LTD. 0.13% Reduce -0.4% 753 $368K
Tempus Wealth Planning, LLC 0.08% No change 753 $367K
United Bank 0.12% Add +14.3% 753 $367K
Verum Partners LLC 0.07% Reduce -4.7% 749 $365K
Foundation Wealth Management, LLC\PA 0.13% Reduce -11.5% 748 $365K
Matisse Capital 0.16% No change 747 $364K
New Hampshire Trust 0.07% No change 747 $364K
GAMCO Investors 0.00% Reduce -0.4% 747 $364K
Lyell Wealth Management, LP 0.03% Add +2.2% 746 $364K
Aviance Capital Partners, LLC 0.04% No change 745 $363K
McDonough Capital Management, Inc 0.18% No change 745 $363K
Independent Wealth Advisors LLC 0.38% — 744 $363K
Precedent Wealth Partners, LLC 0.08% No change 744 $363K
James J. Burns & Company, LLC 0.05% Add +5.7% 744 $363K
Adapt Wealth Advisors, LLC 0.12% Add +7.2% 743 $362K
Croban 0.17% No change 743 $362K
Patten Group, Inc. 0.07% Add +5.7% 742 $362K
Vermillion Wealth Management, Inc. 0.15% Add +0.1% 742 $362K
Tranquility Partners, LLC 0.13% Reduce -46.5% 740 $361K
Sagewood Asset Management LP 0.13% — 740 $361K
Titan Investment Management LLC 0.33% — 740 $361K
Ridgecrest Wealth Partners, LLC 0.20% Add +3.1% 739 $361K
Jacobson & Schmitt Advisors, LLC 0.06% No change 737 $360K
Wagner Wealth Management, LLC 0.08% No change 736 $359K
RMG Wealth Management LLC 0.05% Add +2.5% 748 $359K
Schulz Wealth, LTD. 0.23% No change 732 $357K
Millstone Evans Group, LLC 0.21% Add +16.4% 732 $357K
Fortitude Advisory Group L.L.C. 0.15% New 730 $356K
Foresight Capital Management Advisors, Inc. 0.19% Add +2.1% 729 $356K
Sargent Investment Group, LLC 0.04% New 729 $356K
Financial Freedom, LLC 0.18% No change 728 $355K
LGL Partners, LLC 0.15% Add +0.3% 727 $355K
Silver Oak Wealth Advisors Services, LLC 0.23% No change 726 $354K
Melfa Wealth Management, Inc. 0.20% No change 725 $354K
Maple Capital Management, Inc. 0.02% No change 721 $352K
Retireful, LLC 0.44% New 720 $351K
LBJ Family Wealth Advisors, Ltd. 0.19% No change 720 $351K
Global Wealth Strategies & Associates 0.09% Reduce -42.5% 719 $351K
Cannon Wealth Management Services, LLC 0.25% Reduce -0.4% 719 $351K
Capital City Trust Co. 0.08% No change 719 $351K
Pacifica Partners Inc. 0.16% Add +0.1% 720 $350K
Atticus Wealth Management, LLC 0.09% No change 716 $349K
Jackson Thornton Wealth Management, LLC 0.03% No change 712 $349K
Brown, Lisle/Cummings, Inc. 0.09% No change 714 $348K
Keating Financial Advisory Services, Inc. 0.05% — 714 $348K
Heritage Trust Co 0.04% No change 713 $348K
Evelyn Partners Investment Management Services Ltd 0.04% Add +535.7% 712 $347K
Ransom Advisory, Ltd 0.14% New 711 $347K
Seek First Inc. 0.24% Add +0.3% 709 $346K
Wealth Quarterback LLC 0.12% Add +0.1% 709 $346K
D.B. Root & Company, LLC 0.08% Reduce -6.8% 708 $345K
LMCG Investments, LLC 0.02% Add +14.4% 706 $344K
Home Federal Bank of Tennessee 0.09% Add +18.7% 705 $344K
Prevail Innovative Wealth Advisors, LLC 0.06% Add +11.4% 702 $342K
Atlas Wealth LLC 0.14% No change 701 $342K
Smith Chas P & Associates Pa Cpas 0.02% Add +50.1% 701 $342K
Cynosure Group, LLC 0.03% Reduce -43.6% 700 $341K
Vaughan David Investments LLC 0.01% Reduce -15.9% 698 $341K
Alpha Financial Advisors, LLC 0.10% Add +2.4% 697 $340K
Beacon Financial Strategies CORP 0.19% Reduce -4.5% 697 $340K
Decision Investments, Inc. 0.37% — 695 $339K
Aspiring Ventures, LLC 0.12% No change 693 $338K
Client 1ST Advisory Group, LLC 0.11% No change 693 $338K
Legacy Wealth Asset Management, LLC 0.08% No change 693 $338K
Rockline Wealth Management, LLC 0.07% Add +1.5% 692 $338K
Opal Capital LLC 0.08% — 713 $337K
Select Asset Management & Trust 0.10% No change 690 $337K
McDonald Partners LLC 0.11% Reduce -8.4% 689 $336K
MPS Loria Financial Planners, LLC 0.09% Add +0.1% 688 $336K
Mairs & Power Inc. 0.00% Reduce -67.0% 688 $336K
Callan Family Office, LLC 0.01% New 687 $335K
Phoenix Wealth Advisors 0.13% No change 681 $332K
Wealthgarden F.S. LLC 0.22% No change 681 $331K
Selby Wealth Management, LLC 0.13% — 678 $331K
Moss Adams Wealth Advisors LLC 0.02% Reduce -7.9% 677 $330K
Straight Path Wealth Management 0.09% New 676 $330K
Snider Financial Group 0.09% Reduce -37.4% 676 $330K
My Personal CFO, LLC 0.14% Reduce -20.1% 675 $329K
Capital Insight Partners, LLC 0.07% New 673 $328K
Oak Wealth Advisors LLC 0.19% No change 672 $328K
Members Wealth LLC 0.20% Reduce -9.6% 672 $327K
Texas Capital Bank Wealth Management Services Inc 0.02% Reduce -6.0% 671 $327K
Christine Messmer PC 0.21% — 670 $327K
Bellevue Asset Management, LLC 0.11% Add +234.5% 669 $327K
Gilman Hill Asset Management, LLC 0.05% No change 669 $326K
Wheelhouse Advisory Group LLC 0.12% New 662 $326K
Garton & Associates Financial Advisors LLC 0.19% — 668 $326K
Meriwether Wealth & Planning, LLC 0.18% Add +11.5% 668 $326K
Plan A Wealth LLC 0.16% Add +17.8% 668 $326K
First Interstate Bank 0.02% No change 667 $325K
Jamison Private Wealth Management, Inc. 0.04% No change 666 $325K
Planning Project LLC 0.08% — 665 $324K
Park Capital Management, LLC / WI 0.23% Add +6.9% 663 $323K
PTM Wealth Management, LLC 0.18% Reduce -8.6% 662 $323K
Seneca House Advisors 0.12% Reduce -2.4% 662 $323K
Great Point Wealth Advisors, LLC 0.06% Add +2.6% 661 $322K
Townsquare Capital LLC 0.07% New 660 $322K
JPL Wealth Management, LLC 0.08% Reduce -19.3% 660 $322K
COFG Advisors, LLC 0.08% — 658 $321K
Integris Wealth Management, LLC 0.07% No change 655 $320K
Legacy Financial Advisors, Inc. 0.04% New 654 $319K
Cullinan Associates Inc. 0.02% New 653 $319K
Gen-Wealth Partners Inc 0.10% Add +0.9% 653 $318K
RFG Holdings, Inc. 0.08% No change 651 $318K
Evernest Financial Advisors, LLC 0.07% No change 670 $317K
L & S Advisors Inc 0.03% No change 650 $317K
Beaird Harris Wealth Management, LLC 0.02% No change 650 $317K
Total Clarity Wealth Management, Inc. 0.08% Add +23.9% 649 $317K
Next Level Wealth Planning, LLC 0.17% Add +2.4% 649 $317K
Rebalance, LLC 0.02% Reduce -48.3% 648 $316K
5th Street Advisors, LLC 0.15% New 646 $315K
Cookson Peirce & Co. Inc. 0.01% No change 645 $315K
Vigil Wealth Management, LLC 0.26% — 643 $314K
Sterling Group Wealth Management, LLC 0.15% No change 643 $314K
Accelerate Investment Advisors LLC 0.21% Add +4.7% 643 $314K
Guidance Point Advisors, LLC 0.07% Add +5.1% 637 $311K
Town Capital LLC 0.25% — 638 $311K
Cadent Capital Advisors, LLC 0.08% No change 637 $311K
Physician Wealth Solutions Inc. 0.13% No change 637 $311K
PCG Wealth Advisors, LLC 0.09% Add +30.5% 637 $311K
Columbia Bank 0.09% No change 635 $310K
HighRoad Wealth Advisors, LLC 0.29% — 633 $309K
GTS Securities LLC 0.01% Reduce -87.5% 632 $308K
Ascentis Wealth Management, LLC 0.08% Add +1.9% 631 $308K
Beacon Investment Advisory Services, Inc. 0.01% Add +48.6% 630 $307K
Waddell & Associates, LLC 0.02% Add +12.9% 630 $307K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -19.1% 629 $307K
Ceeto Capital Group, LLC 0.09% No change 628 $306K
Manufacturers Life Insurance Company, The 0.00% New 627 $306K
Goelzer Investment Management, Inc. 0.01% Reduce -12.0% 625 $305K
BDFS Capital LLC 0.15% — 624 $304K
Eagle Rock Investment Company, LLC 0.04% Reduce -10.4% 622 $304K
Fagan Associates, Inc. 0.04% No change 622 $303K
Kintra Wealth, LLC 0.04% New 621 $303K
Charles Schwab Trust Co 0.02% No change 621 $303K
SlateStone Wealth, LLC 0.03% No change 622 $303K
Koss-Olinger Consulting, LLC 0.02% No change 620 $303K
Tucker Asset Management LLC 0.09% Add +82.7% 621 $303K
Alesco Advisors, LLC, An ESL Co 0.01% No change 620 $302K
Courier Capital LLC 0.02% Add +38.5% 619 $302K
New Insight Wealth Advisors 0.11% Add +46.0% 619 $302K
Etesian Wealth Advisors, Inc. 0.09% No change 619 $302K
Eastover Investment Advisors LLC 0.13% Reduce -12.6% 619 $302K
Brave Asset Management Inc. 0.07% No change 618 $301K
Andrew Hill Investment Advisors, Inc. 0.23% No change 616 $301K
Core Wealth Management, Inc. 0.09% Add +41.6% 616 $301K
Williamson Legacy Group, LLC 0.23% Reduce -1.8% 615 $300K
Tactive Advisors, LLC 0.09% Add +13.3% 615 $300K
KRM Wealth Management L.L.C. 0.16% — 615 $300K
Tyche Wealth Partners LLC 0.05% Reduce -7.8% 612 $299K
American State Bank (Iowa) 0.14% Add +18.2% 611 $298K
Kaufman Rossin Wealth, LLC 0.15% Add +18.9% 609 $297K
Pennsylvania Capital Management Inc. 0.08% Reduce -0.2% 609 $297K
Innova Wealth Partners 0.15% Reduce -24.7% 607 $296K
Veracity Capital LLC 0.09% Reduce -8.6% 607 $296K
Professional Financial Solutions LLC 0.28% — 606 $296K
Stillwater Capital Advisors, LLC 0.03% No change 605 $295K
Signet Private Wealth LLC 0.28% — 604 $295K
Power Wealth Management LLC 0.10% Reduce -0.8% 602 $294K
Polaris Investment Advisors, LLC 0.21% — 601 $293K
JDM Financial Group LLC 0.11% Reduce -19.4% 600 $293K
Lumbard & Kellner, LLC 0.10% No change 600 $293K
Nikulski Financial, Inc. 0.07% Reduce -19.7% 598 $292K
Parker Investment Management, LLC 0.04% No change 598 $292K
Columbus Macro, LLC 0.03% No change 598 $292K
Nilsine Partners, LLC 0.03% Add +3.1% 598 $292K
Paragon Advisors, LLC 0.08% Reduce -9.2% 596 $291K
LongView Asset Management LLC 0.20% No change 596 $291K
Eagle Wealth Advisors LLC 0.25% — 595 $290K
Rothschild Wealth LLC 0.03% Add +4.2% 595 $290K
East Coast Asset Management, LLC. 0.09% No change 593 $289K
1ST Source Bank 0.02% Reduce -2.1% 593 $289K
ARS Investment Partners, LLC 0.02% Add +25.7% 591 $289K
NDVR, Inc. 0.24% No change 591 $288K
Harbour Investment Management LLC 0.15% No change 590 $288K
Private Wealth Management Group, LLC 0.08% Reduce -10.2% 589 $287K
Financial Symmetry Inc 0.12% No change 585 $285K
Satovsky Asset Management LLC 0.06% No change 582 $284K
Van Cleef Asset Management,Inc 0.03% No change 582 $284K
Arcadia Wealth Management, Inc. 0.16% No change 580 $283K
Bensler, LLC 0.03% Add +0.5% 580 $283K
Yarger Wealth Strategies, LLC 0.12% Add +0.2% 579 $283K
Oxler Private Wealth LLC 0.08% Add +0.2% 578 $282K
Round Rock Advisors LLC 0.04% Reduce -1.2% 578 $282K
Cambridge Financial Group, LLC 0.10% New 687 $282K
Pure Portfolios Holdings LLC 0.08% Reduce -4.8% 577 $282K
Arcus Capital Partners, LLC 0.10% No change 574 $280K
Warburton Capital Management, LLC 0.16% Add +3.2% 576 $280K
Clarity Wealth Development LLC 0.24% No change 574 $280K
MY Wealth Management Inc. 0.24% No change 571 $279K
American Financial Advisors, LLC 0.04% Reduce -10.7% 570 $278K
Palatine Hill Wealth Management, LLC 0.22% — 570 $278K
Traveka Wealth, LLC 0.11% No change 570 $278K
Janney Capital Management LLC 0.02% No change 569 $278K
Silver Oak Advisory Group, Inc. 0.13% No change 568 $277K
Sonata Capital Group Inc. 0.10% No change 567 $277K
KFG Wealth Management, LLC 0.04% No change 567 $277K
TFC Financial Management, Inc. 0.03% Reduce -14.6% 567 $277K
Joseph P. Lucia & Associates, LLC 0.10% No change 565 $276K
Cornerstone Planning, LLC 0.06% — 564 $275K
Connecticut Capital Management Group, LLC 0.26% — 562 $274K
Family Capital Management, Inc. 0.12% Add +0.2% 562 $274K
Capstone Wealth Management Group LLC 0.17% Reduce -1.4% 562 $274K
Essential Planning, LLC. 0.09% No change 559 $273K
Encompass More Asset Management 0.05% Reduce -0.5% 559 $273K
Legacy PCG, LLC 0.17% Reduce -15.2% 559 $273K
O'ROURKE & COMPANY, Inc 0.11% No change 559 $273K
Advisory Advocates, LLC 0.27% — 558 $272K
Lazari Capital Management, Inc. 0.09% Reduce -8.4% 558 $272K
Delta Asset Management LLC 0.02% Reduce -3.5% 557 $272K
Victrix Investment Advisors 0.10% New 556 $271K
Fort Point Capital Partners LLC 0.03% No change 557 $270K
Kanawha Capital Management LLC 0.02% Reduce -4.2% 554 $270K
Northstar Financial Companies, Inc. 0.21% New 553 $270K
Paces Ferry Wealth Advisors, LLC 0.11% New 552 $269K
Old Peak Finance LLC 0.17% — 551 $269K
Oak Asset Management, LLC 0.09% No change 551 $269K
Morangie Management LLC 0.21% No change 550 $268K
Oakmont Investment Advisors, Inc. 0.20% — 550 $268K
ABLE Financial Group, LLC 0.05% Reduce -2.8% 550 $268K
Williams & Novak, LLC 0.20% Reduce -1.1% 549 $268K
Frisch Financial Group, Inc. 0.06% Add +0.2% 549 $268K
Mayport, LLC 0.05% Reduce -87.6% 548 $267K
Traphagen Investment Advisors LLC 0.02% Add +10.3% 548 $267K
Kesler, Norman & Wride, LLC 0.05% New 547 $267K
HRC Wealth Management, LLC 0.13% Add +17.9% 547 $267K
David J Yvars Group 0.14% No change 547 $267K
Corundum Group, Inc. 0.09% No change 547 $267K
Belvedere Trading LLC 0.05% Reduce -81.6% 547 $267K
Fairvoy Private Wealth, LLC 0.06% No change 546 $266K
Stordahl Capital Management, Inc. 0.05% Reduce -2.9% 546 $266K
Ignite Planners, LLC 0.04% Add +26.5% 553 $266K
QTR Family Wealth, LLC 0.12% Reduce -3.4% 564 $266K
LBMC Investment Advisors, LLC 0.02% No change 541 $264K
MeadowBrook Investment Advisors LLC 0.23% No change 540 $263K
Hilton Head Capital Partners, LLC 0.15% — 538 $262K
Mengis Capital Management, Inc. 0.05% Add +10.3% 537 $262K
Capstone Financial Advisors, Inc. 0.01% No change 535 $261K
MorganRosel Wealth Management, LLC 0.07% No change 535 $261K
SMART Wealth LLC 0.08% Reduce -6.3% 534 $260K
Wealthcare Capital Partners, LLC 0.12% Reduce -12.8% 533 $260K
SMI Advisory Services, LLC 0.04% Reduce -11.3% 528 $260K
Financial Planning Hawaii, Inc. 0.15% — 533 $260K
DecisionMap Wealth Management, LLC 0.16% No change 533 $260K
Philip James Wealth Mangement, LLC 0.03% Reduce -1.3% 533 $260K
M. Kraus & Co 0.07% No change 532 $260K
Urban Wealth Management, LLC 0.24% — 531 $259K
Stephenson & Company, Inc. 0.14% No change 531 $259K
WorthPointe, LLC 0.07% New 531 $259K
Vision Retirement, LLC 0.07% — 530 $259K
Grey Ledge Advisors, LLC 0.06% Reduce -5.2% 525 $256K
Capstone Wealth Management, Inc. 0.22% — 525 $256K
Essex Bank 0.06% Reduce -31.0% 523 $255K
High Falls Advisors, Inc 0.05% Reduce -34.6% 522 $255K
Trust Point Inc. 0.02% No change 521 $254K
Penney Financial, LLC 0.10% No change 519 $253K
Aerodigm Wealth, LLC 0.10% No change 516 $252K
Security National Bank 0.04% Add +0.8% 516 $252K
Fairman Group, LLC 0.20% Add +1.8% 515 $251K
Sun Group Wealth Partners 0.20% — 514 $251K
Fiduciary Advisors, Inc. 0.19% Reduce -36.7% 513 $250K
PMG Family Office LLC 0.29% No change 512 $250K
Stonebridge Financial Group, LLC 0.02% Reduce -3.8% 512 $250K
Nottingham Advisors, Inc. 0.03% No change 511 $250K
Meridian Investment Counsel Inc. 0.06% New 509 $248K
McClarren Financial Advisors, Inc. 0.15% New 1,327 $248K
Financially in Tune, LLC 0.23% — 506 $247K
Gibbs Wealth Management 0.06% New 502 $246K
Investment Partners Asset Management, Inc. 0.15% Reduce -5.6% 502 $245K
Carson Advisory Inc. 0.13% Reduce -1.8% 502 $245K
Endowment Wealth Management, Inc. 0.11% Reduce -84.3% 502 $245K
TCP Asset Management, LLC 0.04% Reduce -1.2% 501 $244K
RPS Advisory Solutions LLC 0.12% No change 500 $244K
Unified Investment Management 0.25% No change 500 $244K
American National Bank & Trust 0.02% No change 500 $244K
Baron Financial Group, LLC 0.13% Reduce -7.4% 499 $243K
Evergreen Advisors, LLC 0.06% — 499 $243K
Iams Wealth Management, LLC 0.09% Reduce -2.7% 498 $243K
City National Bank of Florida 0.16% No change 498 $243K
Alongside, LLC 0.08% — 497 $243K
Chartist Inc. 0.16% Reduce -12.7% 497 $242K
One Degree Advisors Inc 0.07% Add +0.2% 497 $242K
Magnolia Private Wealth, LLC 0.17% Reduce -7.3% 495 $241K
Jim Saulnier & Associates, LLC 0.12% New 493 $240K
Wynn Capital, LLC 0.12% Reduce -58.9% 492 $240K
Old Port Advisors 0.06% Reduce -4.5% 490 $239K
First Bank & Trust 0.04% Reduce -5.6% 490 $239K
Rathbones Group PLC 0.00% No change 490 $239K
Piedmont Capital Management, LLC 0.16% — 489 $239K
Albion Financial Group 0.01% Reduce -0.2% 489 $239K
Bell Investment Advisors, Inc 0.04% Reduce -3.9% 488 $238K
One Wealth Capital Management, LLC 0.10% Add +6.6% 487 $238K
SJS Investment Consulting Inc. 0.03% Reduce -8.1% 487 $238K
Sensible Money, LLC 0.08% Reduce -11.6% 486 $237K
Garden State Investment Advisory Services LLC 0.06% No change 485 $237K
Advocate Investing Services LLC 0.21% — 484 $236K
Richardson Capital Management LLC 0.12% Add +13.1% 483 $236K
Waycross Investment Management Co 0.21% New 483 $236K
American Money Management, LLC 0.04% Reduce -8.5% 482 $235K
Astra Wealth Partners LLC 0.14% No change 481 $235K
Secured Retirement Advisors, LLC 0.13% Reduce -3.6% 479 $234K
Stone House Investment Management, LLC 0.04% Reduce -3.6% 476 $232K
Whalen Wealth Management Inc. 0.12% Add +3.3% 475 $232K
AssuredPartners Investment Advisors, LLC 0.03% New 474 $231K
Stenger Family Office, LLC 0.05% Reduce -6.5% 474 $231K
Total Investment Management Inc. 0.03% No change 474 $231K
Ring Mountain Capital, LLC 0.12% Add +3.7% 477 $231K
Gutierrez Wealth Advisory, LLC 0.14% Add +0.2% 473 $231K
Headlands Technologies LLC 0.02% Reduce -17.4% 473 $231K
Twin Peaks Wealth Advisors, LLC 0.07% No change 486 $230K
Stonehearth Capital Management, LLC 0.09% No change 471 $230K
Annandale Capital, LLC 0.04% Reduce -4.3% 469 $229K
Asset One Wealth Management LLC 0.03% — 472 $228K
Vantus Wealth LLC 0.17% — 466 $227K
IMPACTfolio, LLC 0.10% No change 464 $226K
All Terrain Financial Advisors, LLC 0.07% Add +2.9% 462 $225K
Shoker Investment Counsel, Inc. 0.07% Reduce -57.5% 462 $225K
Aegis Wealth Management, Inc. 0.18% — 461 $225K
Financial Council, LLC 0.09% Reduce -11.8% 461 $225K
Lanham O'Dell & Company, Inc. 0.06% Reduce -1.3% 460 $224K
ASL Financial, LLC 0.18% — 459 $224K
Delta Financial Advisors LLC 0.06% No change 458 $223K
Grand Central Investment Group 0.16% — 455 $222K
EdgeRock Capital LLC 0.06% No change 454 $221K
Leelyn Smith, LLC 0.03% Reduce -0.7% 454 $221K
Stonebridge Capital Advisors LLC 0.02% Reduce -16.9% 454 $221K
Cadence Bank 0.01% Reduce -6.6% 454 $221K
Ariadne Wealth Management, LP 0.09% New 481 $221K
CJM Wealth Advisers, Ltd. 0.07% No change 453 $221K
Carbahal Olsen Financial Services Group, LLC 0.17% New 452 $221K
Lutz Financial Services LLC 0.01% New 451 $220K
Northwest Financial Advisors 0.45% Reduce -2.4% 451 $220K
Sunesis Advisors, LLC 0.10% No change 451 $220K
Tribridge Partners Financial LLC 0.09% Reduce -9.4% 451 $220K
Doliver Advisors, LP 0.06% No change 451 $220K
Intellus Advisors LLC 0.03% Reduce -33.3% 450 $220K
L.K. Benson & Company, P.C. 0.11% Reduce -7.6% 448 $219K
Wealth Advisory Team LLC 0.19% — 447 $218K
Trailhead Planners LLC 0.21% — 446 $218K
Heritage Family Offices, LLP 0.10% Add +0.2% 445 $217K
Cathy Pareto & Associates, Inc. 0.15% Reduce -18.5% 445 $217K
Unique Wealth Strategies, LLC 0.09% Reduce -74.8% 444 $217K
Reliant Investment Partners, LLC 0.17% New 444 $217K
International Private Wealth Advisors LLC 0.14% No change 444 $216K
Lynch Asset Management, Inc. 0.07% No change 443 $216K
Capital Advisory Group Advisory Services, LLC 0.06% No change 443 $216K
Chancellor Financial Group WB LP 0.15% Add +3.3% 442 $216K
Godsey & Gibb, Inc. 0.02% Add +49.8% 442 $216K
Cornerstone National Bank & Trust Co 0.09% Reduce -18.4% 442 $216K
Eaton-Cambridge Inc. 0.07% Reduce -2.4% 442 $216K
Yeomans Consulting Group, Inc. 0.06% Reduce -4.3% 442 $216K
Axim Planning & Wealth 0.23% Reduce -7.0% 440 $215K
Affinity Wealth Management LLC 0.03% No change 440 $215K
High Note Wealth, LLC 0.04% No change 439 $214K
Atlas Brown,Inc. 0.06% Reduce -0.9% 439 $214K
Lantern Wealth Advisors, LLC 0.11% New 437 $213K
Lee, Kelleher & Klein Wealth Management 0.13% Reduce -6.6% 437 $213K
Evansbrook LLC 0.14% — 437 $213K
Hopwood Financial Services, Inc. 0.15% Add +94.6% 436 $213K
TruNorth Capital Management, LLC 0.04% Add +4.3% 435 $212K
Harbour Trust & Investment Management Co 0.02% Reduce -9.4% 435 $212K
BAM Wealth Management, LLC 0.15% Reduce -10.0% 434 $212K
4J Wealth Management LLC 0.12% No change 434 $212K
Financial Strategies Group, Inc. 0.04% No change 431 $211K
Wellment Financial 0.25% Reduce -0.9% 433 $211K
FIDELIS iM, LLC 0.08% New 433 $211K
Archer Investment Management, LLC 0.11% New 432 $211K
Valley Financial Group, Inc. 0.12% Reduce -12.2% 432 $211K
Sachetta, LLC 0.11% No change 429 $209K
Red Spruce Capital, LLC 0.08% No change 427 $208K
Legacy Trust 0.04% No change 427 $208K
Ameritas Investment Partners, Inc. 0.01% Add +0.2% 426 $208K
MBA Advisors LLC 0.08% No change 426 $208K
Carlson Financial, Inc. 0.12% — 425 $207K
Abner Herrman & Brock LLC 0.02% No change 425 $207K
Generation Capital Management LLC 0.13% No change 424 $207K
LeConte Wealth Management, LLC 0.13% No change 423 $206K
Mokosak Advisory Group, LLC 0.05% Add +0.2% 423 $206K
Great Waters Wealth Management 0.02% New 423 $206K
Stegner Investment Associates Inc. 0.11% Reduce -22.9% 422 $206K
Maryland Capital Advisors Inc. 0.07% No change 421 $205K
Cooper/Haims Advisors, LLC 0.09% New 420 $205K
Eagle Capital Management, LLC 0.07% New 420 $205K
Community Financial Services Group, LLC 0.04% Reduce -19.1% 420 $205K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -39.0% 420 $205K
Eq LLC 0.06% No change 419 $205K
Fischer Financial Services, Inc. 0.05% Reduce -7.7% 419 $204K
Advus Financial Partners, LLC 0.05% Reduce -1.9% 419 $204K
Crumly & Associates Inc. 0.04% No change 419 $204K
Highland Capital Management, LLC 0.01% Reduce -12.0% 418 $204K
Tenzing Financial LLC 0.17% — 417 $203K
Litman Gregory Wealth Management LLC 0.01% New 416 $203K
First Merchants Corp. 0.01% New 416 $203K
Blue Sky Capital Consultants Group, Inc. 0.09% New 415 $203K
Austin Asset Management Co Inc 0.03% New 415 $202K
BCGM Wealth Management, LLC 0.05% New 415 $202K
Omega Financial Group, LLC 0.07% Reduce -19.8% 413 $202K
Whitcomb & Hess, Inc. 0.05% New 409 $201K
Family Investment Center, Inc. 0.04% Reduce -2.1% 411 $201K
Life Planning Partners, Inc 0.15% New 410 $200K
Financial Harvest, LLC 0.12% Reduce -12.6% 410 $200K
Elevate Wealth Advisory, Inc. 0.14% No change 408 $199K
Roxbury Financial LLC 0.18% Reduce -13.7% 408 $199K
Walsh & Associates, LLC 0.20% — 407 $199K
EPG Wealth Management LLC 0.05% Reduce -0.5% 405 $198K
Greenline Wealth Management LLC 0.20% — 400 $195K
Trifecta Capital Advisors, LLC 0.03% No change 395 $193K
Davis Capital Management 0.13% Add +19.9% 391 $191K
NorthAvenue LLC 0.16% — 388 $189K
Proathlete Wealth Management LLC 0.05% No change 385 $188K
YANKCOM Partnership 0.07% New 361 $176K
Bangor Savings Bank 0.01% No change 360 $176K
SYM FINANCIAL Corp 0.02% No change 353 $172K
C M Bidwell & Associates Ltd. 0.08% No change 351 $171K
First Financial Corp. 0.06% No change 348 $170K
Simplex Trading, LLC 0.00% Reduce -80.1% 347 $169K
Quattro Advisors LLC 0.13% — 345 $168K
Clean Yield Group 0.05% Reduce -0.3% 343 $167K
Paladin Advisory Group, LLC 0.12% Reduce -3.4% 342 $167K
Grand Wealth Management, LLC 0.07% Add +24.5% 335 $163K
Manning & Napier Advisors LLC 0.00% No change 332 $162K
MassMutual Private Wealth & Trust, FSB 0.00% Add +11.8% 331 $161K
Caitlin John, LLC 0.11% Reduce -4.9% 329 $161K
KERR FINANCIAL PLANNING Corp 0.21% Add +119.6% 336 $158K
Founders Capital Management 0.08% No change 324 $158K
Sittner & Nelson, LLC 0.05% No change 331 $155K
Union Savings Bank 0.07% — 316 $154K
Legacy Bridge, LLC 0.06% Reduce -10.0% 314 $153K
Ankerstar Wealth, LLC 0.15% — 314 $153K
Comprehensive Financial Planning, Inc. 0.10% Add +0.3% 313 $153K
Citizens National Bank Trust Department 0.03% No change 313 $153K
Commonwealth Retirement Investments LLC 0.05% New 309 $151K
Reflection Asset Management 0.11% — 305 $149K
Duncker Streett & Co. Inc. 0.03% Reduce -27.3% 306 $149K
Key Capital Management, INC 0.14% — 300 $146K
Merrithew & Thorsten Inc 0.15% — 300 $146K
Valley Wealth Managers, Inc. 0.01% No change 293 $143K
Pin Oak Investment Advisors Inc. 0.10% Reduce -1.9% 303 $142K
Wolff Wiese Magana LLC 0.08% No change 285 $139K
IFC & Insurance Marketing, Inc. 0.14% — 285 $139K
Bradley & Co. Private Wealth Management, LLC 0.07% No change 284 $139K
Clearstead Trust, LLC 0.02% Add +21.4% 284 $139K
Blue Bell Private Wealth Management, LLC 0.02% No change 284 $139K
Creative Capital Management Investments LLC 0.04% No change 281 $137K
Corsicana & Co. 0.08% No change 277 $135K
Edmond DE Rothschild Holding S.A. 0.00% No change 276 $135K
Mark Sheptoff Financial Planning, LLC 0.06% No change 273 $133K
Lodestone Wealth Management LLC 0.05% New 273 $133K
Allianz SE 0.00% No change 272 $133K
Bernard Wealth Management Corp. 0.05% No change 269 $131K
Arjuna Capital 0.03% New 266 $130K
Cornerstone Planning Group LLC 0.02% Add +1930.8% 264 $129K
Kimelman & Baird, LLC 0.01% No change 261 $127K
Tidemark, LLC 0.04% Reduce -31.9% 260 $127K
Physician Wealth Advisors, Inc. 0.02% Add +0.4% 259 $126K
Kennebec Savings Bank 0.11% No change 258 $126K
Kozak & Associates, Inc. 0.02% Reduce -7.7% 251 $123K
Running Point Capital Advisors, LLC 0.03% No change 251 $122K
Capital Investment Counsel, Inc 0.01% New 251 $122K
Roble, Belko & Company, Inc 0.02% No change 251 $122K
New Millennium Group LLC 0.05% No change 239 $117K
Rakuten Securities, Inc. 0.04% Reduce -27.4% 238 $116K
Versant Capital Management, Inc 0.01% No change 236 $115K
Financial Consulate, Inc. 0.02% Reduce -18.3% 232 $113K
Global Trust Asset Management, LLC 0.04% Add +3185.7% 230 $112K
POM Investment Strategies, LLC 0.06% Reduce -21.0% 229 $112K
Insight Inv LLC 0.06% No change 223 $109K
Whipplewood Advisors, LLC 0.07% No change 220 $107K
Kingdom Financial Group LLC. 0.03% New 220 $107K
Tompkins Financial Corp. 0.01% No change 215 $105K
Rice Partnership, LLC 0.01% Reduce -8.8% 208 $101K
Triumph Capital Management 0.02% New 201 $98K
GW&K Investment Management, LLC 0.00% No change 200 $98K
Luken Investment Analytics, LLC 0.04% No change 200 $98K
Investors Portfolio Services LLC 0.09% — 199 $97K
Cypress Capital Management LLC (WY) 0.09% No change 180 $88K
Wellington-Altus USA Inc. 0.06% — 175 $85K
Ameriflex Group, Inc. 0.04% Reduce -27.9% 173 $84K
MTM Investment Management, LLC 0.03% No change 171 $83K
Tradewinds Capital Management, LLC 0.02% No change 171 $83K
Red Lighthouse Investment Management, LLC 0.03% No change 171 $83K
Field & Main Bank 0.02% No change 170 $83K
Princeton Global Asset Management LLC 0.01% Add +9.0% 170 $83K
Centennial Bank 0.03% No change 163 $80K
Godfrey Financial Associates, Inc. 0.07% — 159 $78K
Retirement Wealth Solutions LLC 0.05% Add +0.6% 159 $77K
Darwin Wealth Management, LLC 0.02% Add +10.6% 157 $77K
City Holding Co. 0.01% No change 156 $76K
Jessup Wealth Management, Inc 0.03% New 155 $76K
GGM Financial LLC 0.04% Add +0.7% 154 $75K
Arlington Trust Co LLC 0.01% Reduce -71.0% 153 $75K
Morris Financial Concepts, Inc. 0.03% No change 152 $74K
MPWM Advisory Solutions, LLC 0.04% No change 151 $74K
Atwood & Palmer Inc. 0.00% Reduce -72.9% 149 $73K
one8zero8, LLC 0.02% No change 148 $72K
Morton Brown Family Wealth, LLC 0.02% No change 143 $70K
Pension & Wealth Management Advisors, Inc. 0.02% No change 140 $68K
CoreFirst Bank & Trust 0.04% No change 140 $68K
Orion Capital Management LLC 0.02% Add +10.2% 140 $68K
Disciplina Capital Management LLC 0.01% New 140 $68K
Pacific Center for Financial Services 0.02% No change 139 $67K
Alerus Financial NA 0.00% Reduce -7.9% 129 $63K
Bear Mountain Capital, Inc. 0.02% No change 129 $63K
Woodard & Co. Asset Management Group Inc. 0.01% New 128 $62K
ARK Investment Management 0.00% New 128 $62K
Moisand Fitzgerald Tamayo, LLC 0.01% Add +78.6% 125 $61K
Noble Wealth Management PBC 0.03% Reduce -28.5% 123 $60K
Aventura Private Wealth, LLC 0.02% No change 123 $60K
Rosenberg Matthew Hamilton 0.01% No change 123 $60K
Richards, Merrill & Peterson, Inc. 0.02% No change 121 $59K
Biltmore Family Office, LLC 0.01% Add +69.0% 120 $59K
CNB Bank 0.02% New 118 $58K
McGuire Capital Advisors Inc. 0.04% — 117 $57K
Toronto Dominion Bank 0.00% Reduce -21.4% 114 $55K
Frazier Financial Advisors, LLC 0.03% Reduce -15.2% 112 $55K
Networth Advisors, LLC 0.04% — 106 $52K
Birchwood Financial Partners, Inc. 0.05% — 105 $51K
First Community Trust NA 0.04% Add +6.2% 103 $50K
Concord Wealth Partners 0.01% Reduce -32.0% 102 $50K
WealthCollab, LLC 0.02% No change 102 $50K
Kings Path Partners LLC 0.02% No change 102 $50K
Essential Partners LLC 0.01% No change 100 $49K
Grove Bank & Trust 0.01% Reduce -22.5% 100 $49K
Financiere des Professionnels - Fonds d'investissement inc. 0.00% No change 100 $49K
Barnes Dennig Private Wealth Management LLC 0.05% No change 98 $48K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.04% — 98 $48K
Arvest Investments, Inc. 0.01% No change 98 $48K
Elyxium Wealth, LLC 0.01% New 96 $47K
Monetary Management Group Inc. 0.01% Reduce -5.0% 95 $46K
Redwood Park Advisors LLC 0.03% No change 92 $45K
Ulland Investment Advisors, LLC 0.04% No change 90 $44K
TOWER TRUST & INVESTMENT Co 0.03% No change 88 $43K
Murphy & Mullick Capital Management Corp 0.03% New 85 $41K
Garner Asset Management Corp 0.02% New 84 $41K
Costello Asset Management, INC 0.01% Add +1.2% 83 $40K
Nova Wealth Management, Inc. 0.03% Add +153.1% 81 $40K
Cardinal Strategic Wealth Guidance 0.01% No change 80 $39K
Ramirez Asset Management, Inc. 0.01% No change 80 $39K
Vermillion & White Wealth Management Group, LLC 0.02% Add +24.2% 77 $38K
Resources Management Corp. /CT/ 0.00% No change 75 $37K
Kilter Group LLC 0.02% No change 75 $37K
Mowery & Schoenfeld Wealth Management, LLC 0.05% No change 74 $36K
Pinnacle Wealth Planning Services, Inc. 0.00% New 74 $36K
Strategic Wealth Advisors LLC 0.03% — 72 $35K
Team Financial Group, LLC 0.02% Add +366.7% 70 $34K
Riverview Trust Co 0.04% No change 64 $31K
Byrne Asset Management LLC 0.02% Add +520.0% 62 $30K
Family Manage LLC 0.00% No change 60 $29K
Bullseye Investment Management, LLC 0.01% New 57 $28K
Kentucky Trust Co 0.01% No change 56 $27K
HighMark Wealth Management LLC 0.01% Add +10.0% 55 $27K
DecisionPoint Financial, LLC 0.01% Add +116.0% 54 $26K
Prudent Man Investment Management, Inc. 0.01% Reduce -27.8% 52 $25K
Peachtree Investment Partners, LLC 0.01% No change 50 $24K
Curio Wealth, LLC 0.01% No change 47 $23K
Old Second National Bank of Aurora 0.00% Reduce -55.0% 45 $22K
Paladin Partners, LLC 0.02% — 43 $21K
TCTC Holdings, LLC 0.00% No change 42 $21K
Sherman Asset Management, Inc. 0.02% No change 41 $20K
MJT & Associates Financial Advisory Group, Inc. 0.01% No change 40 $19K
ROSS\JOHNSON & Associates LLC 0.34% No change 37 $18K
Clark Wealth Partners 0.01% No change 37 $18K
Elevation Wealth Partners, LLC 0.01% No change 36 $18K
Van Den Berg Management I, Inc. 0.00% Reduce -10.3% 35 $17K
Turning Point Benefit Group, Inc. 0.01% Reduce -35.9% 34 $17K
True Wealth Design, LLC 0.00% New 33 $16K
CrossGen Wealth, LLC 0.01% — 33 $16K
Dogwood Wealth Management LLC 0.01% No change 32 $16K
Red Reef Advisors LLC 0.02% — 31 $15K
Truvestments Capital LLC 0.00% New 29 $14K
Monetary Solutions, Ltd 0.01% — 28 $14K
1 North Wealth Services LLC 0.00% Add +400.0% 25 $12K
Evelyn Partners Asset Management Ltd 0.00% Reduce -7.4% 25 $12K
Chesapeake Asset Management LLC 0.01% No change 25 $12K
Bayban 0.01% — 23 $11K
Daytona Street Capital LLC 0.01% — 23 $11K
American Wealth Advisors, LLC 0.01% No change 22 $11K
Central Pacific Bank - Trust Division 0.00% No change 22 $11K
Anfield Capital Management, LLC 0.00% No change 21 $10K
Greykasell Wealth Strategies, Inc. 0.00% No change 20 $10K
Mechanics Financial Corp 0.00% No change 20 $10K
Atlas Capital Advisors Inc. 0.00% — 20 $10K
Parvin Asset Management, LLC 0.01% New 18 $9K
SIMA Wealth Partners, LLC 0.01% No change 17 $8K
Compass Financial Services Inc 0.00% No change 17 $8K
NWK Group, Inc. 0.00% No change 17 $8K
Front Row Advisors LLC 0.00% No change 17 $8K
Steigerwald, Gordon & Koch Inc. 0.00% No change 17 $8K
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% No change 12 $6K
Fortitude Family Office, LLC 0.00% New 10 $5K
Quent Capital, LLC 0.00% No change 10 $5K
Lowe Brockenbrough & Co. Inc. 0.00% No change 10 $5K
Benson Wealth Management INC 0.00% — 8 $4K
Delos Wealth Advisors, LLC 0.00% No change 5 $2K
Arcadia Investment Management Corp. 0.00% Add +66.7% 5 $2K
Pflug Koory, LLC 0.00% No change 4 $2K
Spurstone Advisory Services, LLC 0.03% No change 4 $2K
Fairway Wealth LLC 0.00% New 4 $2K
Luminist Capital LLC 0.00% No change 3 $1K
Miller Global Investments, LLC 0.00% — 3 $1K
Acumen Wealth Advisors, LLC 0.00% — 3 $1K
Basepoint Wealth LLC 0.00% New 2 $975
Innovative Advisory Group, LLC 0.00% New 1 $488

"% 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.